SCHWAB STRATEGIC TRUST - SCHD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | History | No change | 59,569,934 | 1,888,962 | 30.88% | 30.88% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 47,138,834 | 1,505,142 | 4.35% | 4.35% | 2 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 35,964,374 | 1,140,430 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 33,504,136 | 1,062,416 | 0.24% | 0.24% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 27,882,415 | 884,151 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 25,487,103 | 808,196 | 0.74% | 0.74% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 18,067,002 | 572,904 | 0.16% | 0.16% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 17,667,059 | 560,222 | 0.13% | 0.13% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | No change | 14,272,113 | 452,568 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 13,574,503 | 430,447 | 2.37% | 2.37% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 13,398,710 | 424,873 | 0.23% | 0.23% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 12,619,208 | 400,155 | 0.77% | 0.77% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 11,007,943 | 349,062 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 10,869,562 | 344,702 | 0.41% | 0.41% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,190,067 | 323,127 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 9,917,423 | 314,481 | 5.91% | 5.91% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 9,607,085 | 304,640 | 0.38% | 0.38% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 8,187,261 | 259,683 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 6,973,748 | 221,137 | 0.23% | 0.23% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,750,017 | 214,043 | 0.44% | 0.44% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 6,649,246 | 210,848 | 0.49% | 0.49% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keystone Financial Planning, Inc. | History | No change | 6,250,349 | 198,198 | 51.09% | 51.09% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 6,233,348 | 197,659 | 0.32% | 0.32% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 5,394,015 | 171,044 | 4.26% | 4.26% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 5,312,613 | 168,462 | 16.91% | 16.91% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HighTower Advisors, LLC | History | No change | 5,226,355 | 165,727 | 0.16% | 0.16% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,932,758 | 158,286 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,807,434 | 154,770 | 0.26% | 0.26% | 28 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | No change | 4,737,864 | 150,237 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 4,471,583 | 141,793 | 0.47% | 0.47% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,890,026 | 124,208 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 3,635,397 | 115,278 | 0.37% | 0.37% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 3,261,496 | 103,422 | 0.12% | 0.12% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Berger Financial Group, Inc | History | No change | 3,205,319 | 101,640 | 5.19% | 5.19% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,989,722 | 94,804 | 0.34% | 0.34% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,835,812 | 89,923 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,764,001 | 87,646 | 0.14% | 0.14% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,632,336 | 83,471 | 0.89% | 0.89% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,627,248 | 83,310 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 2,522,251 | 79,980 | 0.1% | 0.1% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden Reserve Retirement LLC | History | No change | 2,339,310 | 74,179 | 11.68% | 11.68% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 2,326,736 | 73,780 | 6.77% | 6.77% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,324,517 | 73,710 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 2,289,163 | 72,589 | 0.27% | 0.27% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,080,899 | 65,985 | 0.09% | 0.09% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 2,075,065 | 65,800 | 0.1% | 0.1% | 46 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Asset Management, LLC | History | No change | 2,068,062 | 65,578 | 8.4% | 8.4% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,054,311 | 65,142 | 0.88% | 0.88% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 2,043,019 | 64,784 | 0.38% | 0.38% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Trust Bank | History | No change | 1,963,094 | 62,249 | 100.0% | 100.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 1,955,264 | 62,001 | 0.34% | 0.34% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 1,953,598 | 61,948 | 6.19% | 6.19% | 52 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 1,933,604 | 61,314 | 9.82% | 9.82% | 53 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 1,925,060 | 61,043 | 7.81% | 7.81% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,921,962 | 60,945 | 0.34% | 0.34% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 1,906,589 | 60,457 | 5.47% | 5.47% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | No change | 1,889,445 | 59,914 | 0.6% | 0.6% | 57 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allied Investment Advisors, LLC | History | No change | 1,871,398 | 59,342 | 7.45% | 7.45% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BOKF, NA | History | No change | 1,869,323 | 59,276 | 0.82% | 0.82% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,868,823 | 59,260 | 0.66% | 0.66% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 1,841,246 | 58,385 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | No change | 1,818,289 | 57,657 | 1.78% | 1.78% | 62 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,816,438 | 57,599 | 3.69% | 3.69% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Whelan Financial | History | No change | 1,788,794 | 56,722 | 15.45% | 15.45% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HB Wealth Management, LLC | History | No change | 1,780,558 | 56,461 | 0.32% | 0.32% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MCF Advisors LLC | History | No change | 1,776,276 | 56,325 | 2.01% | 2.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,759,557 | 55,795 | 0.26% | 0.26% | 67 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 1,694,694 | 55,128 | 16.64% | 16.95% | 68 | -13,778 | -0.81% | Q3 2026 | Oct 01, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 1,694,611 | 55,125 | 32.43% | 31.82% | 69 | +33,514 | 2.02% | Q3 2026 | Oct 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,719,889 | 54,537 | 0.28% | 0.28% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Scott Capital Advisors, LLC | History | No change | 1,718,381 | 54,489 | 8.53% | 8.53% | 71 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | No change | 1,718,037 | 54,478 | 10.09% | 10.09% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 1,699,724 | 53,898 | 1.44% | 1.44% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 1,690,577 | 53,608 | 10.13% | 10.13% | 74 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,688,134 | 53,530 | 0.08% | 0.08% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CGC Financial Services, LLC | History | No change | 1,641,970 | 52,066 | 11.71% | 11.71% | 76 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,581,000 | 52,030 | 1.87% | 1.87% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Leelyn Smith, LLC | History | No change | 1,629,344 | 51,666 | 6.28% | 6.28% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CHOREO, LLC | History | No change | 1,613,157 | 51,179 | 0.56% | 0.56% | 79 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Noble Family Wealth, LLC | History | No change | 1,605,116 | 50,898 | 9.11% | 9.11% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Evergreen Advisors, LLC | History | No change | 1,568,137 | 49,725 | 10.61% | 10.61% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 1,527,109 | 48,424 | 0.53% | 0.53% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 1,514,996 | 48,040 | 5.04% | 5.04% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,505,767 | 47,748 | 0.37% | 0.37% | 84 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | History | No change | 1,496,093 | 47,441 | 0.29% | 0.29% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Curran Financial Partners, LLC | History | No change | 1,490,202 | 47,254 | 7.03% | 7.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,478,320 | 46,877 | 0.31% | 0.31% | 87 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,464,701 | 46,446 | 0.09% | 0.09% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,461,933 | 46,357 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedar Wealth Management, LLC | History | No change | 1,435,868 | 45,531 | 11.71% | 11.71% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,421,380 | 45,071 | 0.44% | 0.44% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,371,794 | 43,499 | 0.26% | 0.26% | 92 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,313,803 | 41,660 | 0.29% | 0.29% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 1,297,540 | 41,144 | 10.53% | 10.53% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,262,852 | 40,045 | 0.81% | 0.81% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 1,255,770 | 39,820 | 0.18% | 0.18% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apriem Advisors | History | No change | 1,230,371 | 39,015 | 3.38% | 3.38% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intergy Private Wealth, LLC | History | No change | 1,228,413 | 38,952 | 9.0% | 9.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,221,445 | 38,732 | 0.33% | 0.33% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CRA Financial Services, LLC | History | No change | 1,220,811 | 38,711 | 4.46% | 4.46% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 1,213,720 | 38,487 | 2.38% | 2.38% | 101 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,206,375 | 38,254 | 0.23% | 0.23% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,191,565 | 37,784 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 1,189,016 | 37,704 | 0.75% | 0.75% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steele Capital Management, Inc. | History | No change | 1,169,147 | 37,073 | 1.36% | 1.36% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,164,512 | 36,926 | 2.14% | 2.14% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LVW Advisors, LLC | History | No change | 1,158,802 | 36,745 | 3.17% | 3.17% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,142,449 | 36,353 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 1,124,144 | 35,646 | 0.16% | 0.16% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,108,518 | 35,151 | 0.09% | 0.09% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,096,910 | 34,783 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| eCIO, Inc. | History | No change | 1,064,896 | 33,767 | 9.49% | 9.49% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,064,829 | 33,765 | 0.28% | 0.28% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,061,177 | 33,649 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 1,013,858 | 33,580 | 0.1% | 0.1% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,045,500 | 33,152 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | No change | 1,042,013 | 33,042 | 5.52% | 5.52% | 117 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,039,042 | 32,948 | 0.1% | 0.1% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,029,470 | 32,644 | 0.52% | 0.52% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aspire Capital Advisors LLC | History | No change | 990,458 | 31,407 | 6.12% | 6.12% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 986,443 | 31,280 | 0.14% | 0.14% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 985,149 | 31,239 | 0.13% | 0.13% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 969,332 | 30,737 | 10.49% | 10.49% | 123 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Financial Insights, Inc. | History | No change | 965,398 | 30,612 | 8.06% | 8.06% | 124 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 945,328 | 29,976 | 8.08% | 8.08% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 940,642 | 29,827 | 9.2% | 9.2% | 126 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 938,972 | 29,774 | 5.69% | 5.69% | 127 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Eagle Capital Management, LLC | History | No change | 934,410 | 29,630 | 10.12% | 10.12% | 128 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| American Financial Advisors, LLC | History | No change | 930,420 | 29,503 | 3.55% | 3.55% | 129 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 922,147 | 29,444 | 0.38% | 0.38% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 924,059 | 29,301 | 0.74% | 0.74% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Carolina Wealth Management Inc | History | No change | 909,270 | 28,832 | 13.26% | 13.26% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Regal Investment Advisors LLC | History | No change | 906,142 | 28,733 | 1.49% | 1.49% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Souders Financial Advisors | History | No change | 887,309 | 28,136 | 2.83% | 2.83% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 878,572 | 27,859 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 877,326 | 27,819 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 874,061 | 27,716 | 1.08% | 1.08% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advantage, Inc. | History | No change | 873,130 | 27,686 | 3.38% | 3.38% | 138 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SRH ADVISORS, LLC | History | No change | 873,081 | 27,685 | 7.05% | 7.05% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | No change | 869,659 | 27,576 | 0.5% | 0.5% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tradition Wealth Management, LLC | History | No change | 858,029 | 27,208 | 1.66% | 1.66% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 850,999 | 26,985 | 1.23% | 1.23% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Walker Financial Services, Inc. | History | No change | 842,806 | 26,725 | 8.27% | 8.27% | 143 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 835,391 | 26,490 | 3.3% | 3.3% | 144 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DAGCO, INC. | History | No change | 822,011 | 26,065 | 4.82% | 4.82% | 145 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ledyard National Bank | History | No change | 821,527 | 26,050 | 2.09% | 2.09% | 146 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PFG Advisors | History | No change | 820,421 | 26,015 | 1.31% | 1.31% | 147 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Modern Wealth Management, LLC | History | No change | 818,307 | 25,948 | 0.31% | 0.31% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Joule Financial, LLC | History | No change | 812,806 | 25,774 | 6.99% | 6.99% | 149 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 807,902 | 25,618 | 0.26% | 0.26% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 805,382 | 25,538 | 12.1% | 12.1% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 791,541 | 25,099 | 0.46% | 0.46% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | No change | 789,473 | 25,034 | 0.41% | 0.41% | 153 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WIT, LLC | History | No change | 786,995 | 24,955 | 0.4% | 0.4% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 762,215 | 24,169 | 15.98% | 15.98% | 155 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Elite Financial, Inc. | History | No change | 753,185 | 23,883 | 9.65% | 9.65% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 753,060 | 23,879 | 0.27% | 0.27% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 752,164 | 23,851 | 0.36% | 0.36% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisors Preferred, LLC | History | No change | 731,730 | 23,700 | 3.67% | 3.67% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 746,454 | 23,670 | 0.45% | 0.45% | 160 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arax Advisory Partners | History | No change | 746,317 | 23,665 | 0.16% | 0.16% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 744,672 | 23,613 | 0.17% | 0.17% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 739,872 | 23,461 | 7.64% | 7.64% | 163 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Weitzel Financial Services, Inc. | History | No change | 709,142 | 22,823 | 7.76% | 7.76% | 164 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFP Advisors, Inc | History | No change | 712,723 | 22,600 | 0.41% | 0.41% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Powers Advisory Group, LLC | History | No change | 710,781 | 22,538 | 7.06% | 7.06% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Southland Equity Partners LLC | History | No change | 706,182 | 22,393 | 3.92% | 3.92% | 167 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 692,830 | 21,969 | 0.35% | 0.35% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Curi Capital, LLC | History | No change | 685,875 | 21,749 | 0.34% | 0.34% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | No change | 685,427 | 21,734 | 3.35% | 3.35% | 170 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Montis Financial, LLC | History | No change | 672,864 | 21,336 | 4.36% | 4.36% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 672,307 | 21,318 | 0.33% | 0.33% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Venture Visionary Partners LLC | History | No change | 669,580 | 21,232 | 0.59% | 0.59% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 666,565 | 21,136 | 1.97% | 1.97% | 174 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CITIGROUP INC | History | No change | 655,779 | 20,794 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 645,546 | 20,470 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | No change | 642,281 | 20,366 | 4.19% | 4.19% | 177 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 641,163 | 20,331 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EQUITABLE TRUST CO | History | No change | 637,710 | 20,221 | 0.84% | 0.84% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Everest Financial Group LLC | History | No change | 637,000 | 20,199 | 2.74% | 2.74% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAVENPORT & Co LLC | History | No change | 636,665 | 20,188 | 0.1% | 0.1% | 181 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lido Advisors, LLC | History | No change | 633,855 | 20,101 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 633,731 | 20,095 | 1.56% | 1.56% | 183 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 632,796 | 20,065 | 1.84% | 1.84% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Advisors Network LLC | History | No change | 632,744 | 20,064 | 0.92% | 0.92% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Alpha, LLC | History | No change | 632,443 | 20,054 | 0.49% | 0.49% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LongView Wealth Management | History | No change | 629,765 | 19,969 | 5.12% | 5.12% | 187 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Global Wealth Management, LLC | History | No change | 628,850 | 19,940 | 10.15% | 10.15% | 188 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 617,652 | 19,585 | 0.74% | 0.74% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 616,226 | 19,540 | 2.95% | 2.95% | 190 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 614,431 | 19,483 | 1.16% | 1.16% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 610,039 | 19,344 | 11.79% | 11.79% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Principle Wealth Partners LLC | History | No change | 609,404 | 19,324 | 0.95% | 0.95% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 603,599 | 19,140 | 0.36% | 0.36% | 194 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 602,649 | 19,110 | 7.08% | 7.08% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 598,106 | 18,979 | 0.08% | 0.08% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 597,717 | 18,953 | 3.73% | 3.73% | 197 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 595,950 | 18,897 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MORTON COMMUNITY BANK | History | No change | 590,596 | 18,727 | 3.81% | 3.81% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 587,675 | 18,635 | 0.2% | 0.2% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 585,877 | 18,578 | 1.58% | 1.58% | 201 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 584,465 | 18,533 | 1.6% | 1.6% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 578,519 | 18,344 | 2.87% | 2.87% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 559,502 | 18,323 | 2.08% | 2.08% | 204 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 574,381 | 18,213 | 1.57% | 1.57% | 205 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Prepared Retirement Institute LLC | History | No change | 569,163 | 18,048 | 7.68% | 7.68% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | No change | 568,963 | 18,041 | 5.58% | 5.58% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Opulen Financial Group LLC | History | No change | 567,755 | 18,003 | 11.32% | 11.32% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 560,479 | 17,767 | 2.05% | 2.05% | 209 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 559,189 | 17,731 | 0.22% | 0.22% | 210 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gotham Asset Management, LLC | History | No change | 558,773 | 17,718 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 558,571 | 17,712 | 0.38% | 0.38% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Financial, LLC | History | No change | 552,588 | 17,522 | 0.19% | 0.19% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 550,939 | 17,470 | 0.07% | 0.07% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 549,648 | 17,429 | 0.65% | 0.65% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 540,267 | 17,131 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Coast Investments LLC | History | No change | 536,364 | 17,008 | 5.06% | 5.06% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Madison Asset Management, LLC | History | No change | 535,292 | 16,974 | 0.2% | 0.2% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Carnegie Investment Counsel | History | No change | 530,769 | 16,830 | 0.34% | 0.34% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Asset One Wealth Management LLC | History | No change | 513,677 | 16,612 | 1.75% | 1.75% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Guidance Group, Inc. | History | No change | 517,863 | 16,421 | 6.14% | 6.14% | 221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 517,197 | 16,400 | 1.02% | 1.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 514,953 | 16,329 | 1.05% | 1.05% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 506,762 | 16,069 | 0.19% | 0.19% | 224 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Curbstone Financial Management Corp | History | No change | 498,692 | 15,813 | 2.69% | 2.69% | 225 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 497,459 | 15,774 | 4.49% | 4.49% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 497,068 | 15,762 | 0.57% | 0.57% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSG Advisors LLC | History | No change | 496,190 | 15,734 | 3.46% | 3.46% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 492,325 | 15,611 | 4.47% | 4.47% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 491,300 | 15,579 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| truNorth Financial Services, Inc. | History | No change | 488,015 | 15,474 | 13.86% | 13.86% | 231 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 485,800 | 15,404 | 1.27% | 1.27% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 485,030 | 15,379 | 1.56% | 1.56% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 484,902 | 15,376 | 6.11% | 6.11% | 234 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mendel Capital Management LLC | History | No change | 484,713 | 15,370 | 6.92% | 6.92% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Schaeffer Financial LLC | History | No change | 482,072 | 15,286 | 11.82% | 11.82% | 236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 479,137 | 15,193 | 7.02% | 7.02% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 478,115 | 15,160 | 0.24% | 0.24% | 238 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 475,724 | 15,085 | 7.21% | 7.21% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Midwest Trust Co | History | No change | 474,504 | 15,046 | 0.17% | 0.17% | 240 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUE Private Wealth Advisors | History | No change | 473,631 | 15,018 | 1.3% | 1.3% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 471,641 | 14,955 | 9.29% | 9.29% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | No change | 470,729 | 14,926 | 3.67% | 3.67% | 243 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DMKC Advisory Services, LLC | History | No change | 468,762 | 14,864 | 2.81% | 2.81% | 244 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 468,335 | 14,850 | 3.75% | 3.75% | 245 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Courage Miller Partners, LLC | History | No change | 468,296 | 14,849 | 3.92% | 3.92% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 464,827 | 14,739 | 3.43% | 3.43% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 459,308 | 14,564 | 6.75% | 6.75% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Charles Schwab Trust Co | History | No change | 458,590 | 14,541 | 0.81% | 0.81% | 249 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 455,656 | 14,448 | 6.36% | 6.36% | 250 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mutual Advisors, LLC | History | No change | 452,686 | 14,354 | 0.27% | 0.27% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 452,483 | 14,348 | 1.36% | 1.36% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 451,863 | 14,328 | 1.95% | 1.95% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Coastwise Capital Group, LLC | History | No change | 449,966 | 14,268 | 8.29% | 8.29% | 254 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Parallel Advisors, LLC | History | No change | 446,114 | 14,146 | 0.22% | 0.22% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 437,276 | 13,866 | 2.15% | 2.15% | 256 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sunburst Financial Group, LLC | History | No change | 428,381 | 13,583 | 2.2% | 2.2% | 257 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 426,828 | 13,534 | 1.51% | 1.51% | 258 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dakota Wealth Management | History | No change | 422,715 | 13,404 | 0.26% | 0.26% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Winthrop Capital Management, LLC | History | No change | 421,081 | 13,352 | 3.22% | 3.22% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 420,897 | 13,346 | 2.52% | 2.52% | 261 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| World Investment Advisors | History | No change | 433,016 | 13,318 | 0.22% | 0.22% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 417,546 | 13,240 | 0.7% | 0.7% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | No change | 416,241 | 13,199 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 413,829 | 13,122 | 1.98% | 1.98% | 265 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 411,257 | 13,040 | 3.18% | 3.18% | 266 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 410,081 | 13,003 | 4.93% | 4.93% | 267 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Platform Technology Partners | History | No change | 409,809 | 12,995 | 2.13% | 2.13% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 405,666 | 12,863 | 3.71% | 3.71% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Richardson Capital Management LLC | History | No change | 403,966 | 12,809 | 5.47% | 5.47% | 270 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 401,118 | 12,719 | 1.77% | 1.77% | 271 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 400,330 | 12,694 | 0.11% | 0.11% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 399,879 | 12,680 | 8.08% | 8.08% | 273 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthspire Retirement, LLC | History | No change | 399,700 | 12,674 | 0.7% | 0.7% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 397,125 | 12,592 | 4.28% | 4.28% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Red Mountain Financial, LLC | History | No change | 396,823 | 12,583 | 10.56% | 10.56% | 276 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Monetary Solutions, Ltd | History | No change | 393,111 | 12,465 | 10.74% | 10.74% | 277 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XML Financial, LLC | History | No change | 390,817 | 12,392 | 0.9% | 0.9% | 278 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 388,699 | 12,325 | 1.28% | 1.28% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avior Wealth Management, LLC | History | No change | 387,669 | 12,289 | 0.32% | 0.32% | 280 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| American Alpha Advisors, LLC | History | No change | 386,969 | 12,270 | 6.63% | 6.63% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Financial Group LLC | History | No change | 386,258 | 12,248 | 4.3% | 4.3% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 384,773 | 12,201 | 0.34% | 0.34% | 283 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 383,686 | 12,166 | 2.68% | 2.68% | 284 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Latko Wealth Management, Ltd. | History | No change | 382,593 | 12,132 | 5.15% | 5.15% | 285 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 380,858 | 12,077 | 5.94% | 5.94% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fairway Financial, LLC | History | No change | 380,828 | 12,076 | 8.26% | 8.26% | 287 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keystone Financial Group, Inc. | History | No change | 380,415 | 12,062 | 6.33% | 6.33% | 288 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 380,233 | 12,057 | 0.6% | 0.6% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 379,548 | 12,035 | 1.16% | 1.16% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 379,307 | 12,027 | 0.13% | 0.13% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 378,246 | 11,994 | 0.48% | 0.48% | 292 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 376,960 | 11,953 | 0.11% | 0.11% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moran Wealth Management, LLC | History | No change | 375,959 | 11,921 | 0.33% | 0.33% | 294 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 375,523 | 11,907 | 0.21% | 0.21% | 295 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Friday Financial | History | No change | 363,808 | 11,838 | 3.17% | 3.17% | 296 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ASSETMARK, INC | History | No change | 367,249 | 11,645 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Winthrop Advisory Group LLC | History | No change | 366,832 | 11,632 | 0.78% | 0.78% | 298 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 366,061 | 11,607 | 0.33% | 0.33% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 364,874 | 11,570 | 1.7% | 1.7% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |