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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | History | Added to | 83,184,068 | 2,254,288 | 4.58% | 3.8% | 1 | +41,592,034 | 100.0% | Q1 2026 | May 12, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Added to | 45,450,000 | 1,394,406 | 32.77% | 23.32% | 2 | +14,400,000 | 46.38% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 30,870,001 | 947,091 | 0.25% | 0.24% | 3 | -1,283,433 | -3.99% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 30,862,254 | 946,853 | 0.07% | 0.09% | 4 | -16,082,890 | -34.26% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 26,336,113 | 807,992 | 0.05% | 0.04% | 5 | +477,956 | 1.85% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 24,184,523 | 741,981 | 0.79% | 1.04% | 6 | -10,421,505 | -30.11% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,312,076 | 531,134 | 0.14% | 0.13% | 7 | +1,099,387 | 6.78% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 17,180,084 | 527,084 | 0.16% | 0.13% | 8 | +1,663,039 | 10.72% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 14,633,771 | 448,964 | 0.07% | 0.06% | 9 | +490,444 | 3.47% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 13,734,714 | 421,381 | 0.26% | 0.24% | 10 | -315,647 | -2.25% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 13,311,446 | 408,395 | 3.21% | 2.95% | 11 | -224,275 | -1.66% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 12,807,842 | 392,944 | 0.86% | 0.79% | 12 | -79,615 | -0.62% | Q1 2026 | May 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 9,569,026 | 293,577 | 6.25% | 5.34% | 13 | +324,778 | 3.51% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 9,553,728 | 293,129 | 0.43% | 0.37% | 14 | +355,573 | 3.87% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,444,472 | 289,756 | 0.4% | 0.37% | 15 | -564,161 | -5.64% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,298,733 | 285,285 | 0.05% | 0.05% | 16 | -904,820 | -8.87% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,655,941 | 265,563 | 0.05% | 0.04% | 17 | +660,876 | 8.27% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 7,892,894 | 242,194 | 0.06% | 0.05% | 18 | -704,032 | -8.19% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 7,606,319 | 233,361 | 0.27% | 0.23% | 19 | +706,876 | 10.25% | Q1 2026 | May 13, 2026 |
| Keystone Financial Planning, Inc. | History | Added to | 6,763,707 | 207,510 | 55.43% | 48.03% | 20 | +725,957 | 12.02% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,543,313 | 200,749 | 0.52% | 0.46% | 21 | +173,869 | 2.73% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 6,157,767 | 188,920 | 0.31% | 0.31% | 22 | -864,992 | -12.32% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 5,507,557 | 168,971 | 4.64% | 7.75% | 23 | -4,598,666 | -45.5% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,368,583 | 164,708 | 0.46% | 0.42% | 24 | -929,651 | -14.76% | Q1 2026 | May 04, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 5,156,506 | 158,201 | 18.21% | 16.2% | 25 | +138,225 | 2.75% | Q1 2026 | Apr 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,134,661 | 157,531 | 0.17% | 0.16% | 26 | -277,147 | -5.12% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,979,785 | 150,882 | 0.31% | 0.29% | 27 | -2,712,642 | -35.26% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 4,398,038 | 134,931 | 0.09% | 0.08% | 28 | +106,479 | 2.48% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 4,329,200 | 132,819 | 0.01% | 0.01% | 29 | +816,000 | 23.23% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,312,275 | 131,438 | 0.01% | 0.01% | 30 | -980,262 | -18.52% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 4,054,445 | 124,390 | 0.33% | 0.41% | 31 | -1,450,613 | -26.35% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,836,791 | 117,712 | 0.43% | 0.35% | 32 | +280,129 | 7.88% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,854,996 | 117,350 | 0.06% | 0.05% | 33 | +707,568 | 22.48% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,523,127 | 108,089 | 0.41% | 0.38% | 34 | +126,902 | 3.74% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,179,295 | 97,540 | 0.13% | 0.14% | 35 | -692,283 | -17.88% | Q1 2026 | Apr 27, 2026 |
| Berger Financial Group, Inc | History | Reduced | 2,995,109 | 91,889 | 5.14% | 5.0% | 36 | -157,747 | -5.0% | Q1 2026 | Apr 28, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,810,190 | 86,216 | 0.37% | 0.3% | 37 | +187,580 | 7.15% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,740,918 | 84,091 | 0.15% | 0.22% | 38 | +190,748 | 7.48% | Q1 2026 | May 01, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,665,661 | 81,782 | 0.97% | 0.89% | 39 | +38,194 | 1.45% | Q1 2026 | May 01, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 2,518,563 | 77,269 | 7.37% | 6.41% | 40 | -15,928 | -0.63% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners LLC | History | Reduced | 2,502,403 | 76,773 | 0.11% | 0.22% | 41 | -2,930,338 | -53.94% | Q1 2026 | May 15, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 2,356,664 | 72,915 | 5.35% | 5.22% | 42 | -179,398 | -7.07% | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,305,438 | 70,730 | 0.07% | 0.06% | 43 | +56,636 | 2.52% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 2,304,855 | 70,712 | 0.4% | 0.35% | 44 | +58,486 | 2.6% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,297,170 | 70,477 | 0.1% | 0.08% | 45 | +508,108 | 28.4% | Q1 2026 | May 15, 2026 |
| Golden Reserve Retirement LLC | History | Reduced | 2,287,654 | 70,185 | 14.48% | 12.15% | 46 | -111,896 | -4.66% | Q1 2026 | Apr 20, 2026 |
| Charles Schwab Trust Bank | History | Reduced | 2,064,792 | 63,347 | 100.0% | 100.0% | 47 | -433,439 | -17.35% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,063,539 | 63,309 | 0.01% | 0.01% | 48 | +688,439 | 50.06% | Q1 2026 | May 15, 2026 |
| Summit Asset Management, LLC | History | Added to | 2,060,404 | 63,213 | 8.79% | 7.9% | 49 | +23,863 | 1.17% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,019,352 | 61,953 | 0.1% | 0.09% | 50 | -96,005 | -4.54% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 1,983,174 | 60,843 | 2.18% | 2.09% | 51 | -200,456 | -9.18% | Q1 2026 | Apr 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 1,957,156 | 60,045 | 0.36% | 0.38% | 52 | -274,903 | -12.32% | Q1 2026 | May 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 1,945,292 | 59,681 | 6.72% | 6.27% | 53 | -10,245 | -0.52% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,925,473 | 59,073 | 0.91% | 0.9% | 54 | +312,441 | 19.37% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Reduced | 1,911,610 | 58,648 | 6.18% | 6.29% | 55 | -83,395 | -4.18% | Q1 2026 | Apr 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,912,047 | 58,642 | 0.36% | 0.31% | 56 | +56,259 | 3.03% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Added to | 1,838,647 | 56,409 | 2.47% | 0.47% | 57 | +1,525,348 | 486.87% | Q1 2026 | May 11, 2026 |
| Paradiem, LLC | History | New | 1,833,707 | 56,258 | 12.39% | — | 58 | +1,833,707 | New | Q1 2026 | May 04, 2026 |
| Allied Investment Advisors, LLC | History | Added to | 1,816,625 | 55,734 | 7.99% | 7.56% | 59 | +32,760 | 1.84% | Q1 2026 | Apr 27, 2026 |
| BOKF, NA | History | Added to | 1,810,667 | 55,551 | 0.85% | 0.74% | 60 | +54,554 | 3.11% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 1,807,762 | 55,462 | 0.69% | 0.58% | 61 | +99,254 | 5.81% | Q1 2026 | Apr 28, 2026 |
| Whelan Financial | History | Reduced | 1,775,462 | 54,471 | 16.91% | 15.25% | 62 | -4,316 | -0.24% | Q1 2026 | Apr 24, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 1,981,994 | 54,366 | 7.78% | 7.78% | 63 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,761,460 | 54,041 | 0.29% | 0.3% | 64 | +222,560 | 14.46% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,746,418 | 53,580 | 0.4% | 0.37% | 65 | +71,535 | 4.27% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 1,729,734 | 53,069 | 1.69% | 1.81% | 66 | -158,640 | -8.4% | Q1 2026 | May 06, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 1,722,959 | 52,860 | 18.11% | 16.16% | 67 | -2,940 | -0.17% | Q1 2026 | Apr 01, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 1,729,169 | 52,843 | 10.71% | 10.72% | 68 | -35,681 | -2.02% | Q1 2026 | Apr 15, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 1,715,499 | 52,631 | 10.72% | 9.28% | 69 | -149,766 | -8.03% | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,668,997 | 51,202 | 0.09% | 0.08% | 70 | +52,138 | 3.22% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 1,660,526 | 50,971 | 0.63% | 0.49% | 71 | +281,099 | 20.38% | Q1 2026 | May 12, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 1,654,095 | 50,747 | 31.26% | 28.82% | 72 | +1,113 | 0.07% | Q1 2026 | Apr 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,643,156 | 50,412 | 0.33% | 0.28% | 73 | +63,788 | 4.04% | Q1 2026 | Apr 27, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 1,642,886 | 50,403 | 10.48% | 9.16% | 74 | +28,701 | 1.78% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 1,641,871 | 50,375 | 0.06% | 0.05% | 75 | +73,690 | 4.7% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 1,631,844 | 50,064 | 0.02% | 0.06% | 76 | +784,885 | 92.67% | Q1 2026 | May 04, 2026 |
| CGC Financial Services, LLC | History | Reduced | 1,616,296 | 49,587 | 14.33% | 11.93% | 77 | -8,627 | -0.53% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,601,572 | 49,136 | 0.25% | 0.23% | 78 | +40,424 | 2.59% | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 1,587,128 | 48,693 | 0.55% | 0.56% | 79 | -260,088 | -14.08% | Q1 2026 | May 05, 2026 |
| Leelyn Smith, LLC | History | Added to | 1,586,958 | 48,687 | 6.83% | 6.12% | 80 | +43,719 | 2.83% | Q1 2026 | Apr 27, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,581,000 | 48,505 | 1.92% | 1.64% | 81 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Evergreen Advisors, LLC | History | Added to | 1,551,080 | 47,587 | 11.18% | 10.15% | 82 | +33,402 | 2.2% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,535,104 | 47,096 | 0.35% | 0.35% | 83 | -33,295 | -2.12% | Q1 2026 | Apr 15, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 1,530,634 | 46,959 | 9.6% | 9.2% | 84 | -65,184 | -4.08% | Q1 2026 | Apr 20, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 1,526,950 | 46,846 | 5.75% | 5.86% | 85 | -172,204 | -10.13% | Q1 2026 | Apr 27, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,689,595 | 46,345 | 3.47% | 3.47% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Noble Family Wealth, LLC | History | Added to | 1,505,055 | 46,175 | 9.53% | 8.26% | 87 | +77,364 | 5.42% | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | Reduced | 1,495,297 | 45,875 | 0.19% | 0.31% | 88 | -1,242,485 | -45.38% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 1,469,689 | 45,090 | 0.58% | 0.51% | 89 | +14,628 | 1.01% | Q1 2026 | Apr 21, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 1,437,761 | 44,110 | 12.84% | 11.86% | 90 | -7,437 | -0.51% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,430,798 | 43,896 | 0.21% | 0.2% | 91 | -103,190 | -6.73% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,406,718 | 43,158 | 0.11% | 0.08% | 92 | +93,150 | 7.09% | Q1 2026 | Apr 22, 2026 |
| American Financial Advisors, LLC | History | Reduced | 1,375,154 | 42,189 | 5.63% | 5.0% | 93 | -36,884 | -2.61% | Q1 2026 | May 13, 2026 |
| Curran Financial Partners, LLC | History | Added to | 1,371,246 | 42,069 | 7.53% | 6.76% | 94 | +73,867 | 5.69% | Q1 2026 | Apr 15, 2026 |
| LVW Advisors, LLC | History | Reduced | 1,348,255 | 41,364 | 3.94% | 6.2% | 95 | -880,712 | -39.51% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,343,731 | 40,997 | 0.39% | 0.3% | 96 | +306,835 | 29.59% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,319,700 | 40,488 | 0.32% | 0.27% | 97 | -37,238 | -2.74% | Q1 2026 | May 11, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 1,290,143 | 39,581 | 11.23% | 9.95% | 98 | +27,829 | 2.2% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,265,863 | 38,930 | 0.07% | 0.07% | 99 | -83,168 | -6.17% | Q1 2026 | May 01, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,234,545 | 37,875 | 0.38% | 0.44% | 100 | -73,338 | -5.61% | Q1 2026 | May 13, 2026 |
| CRA Financial Services, LLC | History | Added to | 1,188,417 | 36,460 | 4.73% | 4.22% | 101 | +13,343 | 1.14% | Q1 2026 | Apr 09, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,179,564 | 36,189 | 0.24% | 0.22% | 102 | +21,278 | 1.84% | Q1 2026 | May 07, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 1,179,486 | 36,187 | 0.77% | 0.72% | 103 | -30,733 | -2.54% | Q1 2026 | May 12, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 1,158,299 | 35,536 | 2.51% | 2.28% | 104 | +44,682 | 4.01% | Q1 2026 | May 14, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 1,154,086 | 35,407 | 10.38% | 8.96% | 105 | +71,724 | 6.63% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,263,537 | 34,691 | 0.22% | 0.21% | 106 | +123,987 | 10.88% | Q1 2026 | May 15, 2026 |
| Steele Capital Management, Inc. | History | Added to | 1,126,574 | 34,563 | 1.43% | 1.32% | 107 | +1,590 | 0.14% | Q1 2026 | Apr 29, 2026 |
| Apriem Advisors | History | Added to | 1,119,196 | 34,336 | 3.28% | 2.19% | 108 | +251,065 | 28.92% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,100,333 | 33,758 | 0.27% | 0.12% | 109 | +740,511 | 205.8% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 1,098,342 | 33,697 | 1.64% | 0.99% | 110 | +351,699 | 47.1% | Q1 2026 | May 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,095,793 | 33,618 | 0.1% | 0.08% | 111 | +2,563 | 0.23% | Q1 2026 | May 08, 2026 |
| Souders Financial Advisors | History | Added to | 1,062,838 | 32,607 | 3.72% | 3.34% | 112 | +883 | 0.08% | Q1 2026 | May 04, 2026 |
| eCIO, Inc. | History | Reduced | 1,017,616 | 31,220 | 13.72% | 13.9% | 113 | -70,586 | -6.49% | Q1 2026 | Apr 14, 2026 |
| Independent Advisor Alliance | History | Added to | 1,015,605 | 31,158 | 0.33% | 0.1% | 114 | +868,536 | 590.56% | Q1 2026 | May 12, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 1,011,433 | 31,030 | 2.0% | 1.72% | 115 | +2,446 | 0.24% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 997,742 | 30,610 | 0.56% | 0.5% | 116 | +40,504 | 4.23% | Q1 2026 | May 11, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 980,800 | 30,090 | 6.77% | 6.86% | 117 | -83,161 | -7.82% | Q1 2026 | Apr 22, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 980,705 | 30,088 | 6.0% | 5.58% | 118 | +4,748 | 0.49% | Q1 2026 | Apr 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 966,936 | 29,665 | 1.32% | 1.28% | 119 | -42,609 | -4.22% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 965,069 | 29,608 | 0.01% | 0.0% | 120 | +131,686 | 15.8% | Q1 2026 | May 05, 2026 |
| Financial Insights, Inc. | History | Added to | 941,050 | 28,871 | 9.36% | 8.36% | 121 | +31,377 | 3.45% | Q1 2026 | May 18, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 939,516 | 28,824 | 6.07% | 5.46% | 122 | -15,522 | -1.63% | Q1 2026 | Apr 13, 2026 |
| Eagle Capital Management, LLC | History | Added to | 929,233 | 28,509 | 11.24% | 9.25% | 123 | +2,355 | 0.25% | Q1 2026 | Apr 20, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 928,347 | 28,481 | 8.32% | 5.83% | 124 | +201,735 | 27.76% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 911,443 | 27,963 | 0.15% | 0.07% | 125 | +414,039 | 83.24% | Q1 2026 | May 05, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 908,819 | 27,882 | 1.61% | 1.58% | 126 | -57,340 | -5.93% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 898,300 | 27,559 | 0.12% | 0.08% | 127 | -97,100 | -9.75% | Q1 2026 | May 14, 2026 |
| Walker Financial Services, Inc. | History | Reduced | 890,640 | 27,324 | 9.35% | 10.31% | 128 | -146,937 | -14.16% | Q1 2026 | Apr 29, 2026 |
| CENTRAL TRUST Co | History | Reduced | 889,216 | 27,281 | 0.54% | 0.51% | 129 | -54,917 | -5.82% | Q1 2026 | Apr 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 889,136 | 27,278 | 0.38% | 0.3% | 130 | +42,858 | 5.06% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 882,647 | 27,031 | 0.04% | 0.03% | 131 | +54,665 | 6.6% | Q1 2026 | May 15, 2026 |
| SRH ADVISORS, LLC | History | Reduced | 880,497 | 27,013 | 7.73% | 6.97% | 132 | -2,067 | -0.23% | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 879,606 | 26,986 | 0.31% | 0.32% | 133 | -163,973 | -15.71% | Q1 2026 | Apr 28, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 877,235 | 26,913 | 0.11% | 0.1% | 134 | -25,124 | -2.78% | Q1 2026 | May 11, 2026 |
| Capital Advantage, Inc. | History | Reduced | 872,527 | 26,769 | 3.5% | 3.24% | 135 | -3,557 | -0.41% | Q1 2026 | Apr 10, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 871,182 | 26,727 | 9.3% | 8.43% | 136 | -1,732 | -0.2% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Added to | 869,867 | 26,687 | 0.74% | 0.62% | 137 | +36,626 | 4.4% | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 865,437 | 26,551 | 0.2% | 0.17% | 138 | +26,694 | 3.18% | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 827,290 | 25,381 | 1.81% | 1.53% | 139 | +48,561 | 6.24% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 814,724 | 24,995 | 0.0% | 0.0% | 140 | +228,224 | 38.91% | Q1 2026 | May 12, 2026 |
| Joule Financial, LLC | History | Reduced | 811,281 | 24,890 | 7.25% | 6.73% | 141 | -7,887 | -0.96% | Q1 2026 | Apr 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 810,346 | 24,861 | 1.48% | 1.05% | 142 | +157,441 | 24.11% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 806,239 | 24,735 | 1.28% | 1.26% | 143 | -54,966 | -6.38% | Q1 2026 | Apr 17, 2026 |
| Ledyard National Bank | History | Added to | 802,161 | 24,610 | 2.13% | 1.8% | 144 | +42,349 | 5.57% | Q1 2026 | Apr 24, 2026 |
| WIT, LLC | History | No change | 786,995 | 24,145 | 0.46% | 0.43% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Reduced | 786,706 | 24,134 | 1.75% | 1.6% | 146 | -16,057 | -2.0% | Q1 2026 | May 05, 2026 |
| Advisors Preferred, LLC | History | Added to | 784,530 | 24,069 | 3.54% | 3.33% | 147 | +47,900 | 6.5% | Q1 2026 | May 05, 2026 |
| DAGCO, INC. | History | Added to | 782,084 | 23,994 | 5.2% | 4.42% | 148 | +84,872 | 12.17% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Added to | 764,905 | 23,467 | 0.27% | 0.19% | 149 | +153,767 | 25.16% | Q1 2026 | Apr 16, 2026 |
| FMR LLC | History | Added to | 764,009 | 23,439 | 0.0% | 0.0% | 150 | +181,140 | 31.08% | Q1 2026 | May 15, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 756,661 | 23,214 | 17.04% | 16.2% | 151 | -34,845 | -4.4% | Q1 2026 | Apr 02, 2026 |
| Elite Financial, Inc. | History | Added to | 746,881 | 22,914 | 10.27% | 8.84% | 152 | +37,936 | 5.35% | Q1 2026 | May 12, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 744,302 | 22,835 | 5.04% | 4.31% | 153 | +36,631 | 5.18% | Q1 2026 | Apr 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 739,850 | 22,698 | 0.47% | 0.43% | 154 | -4,123 | -0.55% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 732,650 | 22,477 | 0.45% | 0.38% | 155 | +49,685 | 7.27% | Q1 2026 | May 14, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 816,140 | 22,386 | 11.69% | 11.69% | 156 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 724,804 | 22,236 | 0.22% | 0.18% | 157 | +36,766 | 5.34% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 724,166 | 22,217 | 0.3% | 0.26% | 158 | +62,830 | 9.5% | Q1 2026 | May 15, 2026 |
| Everest Financial Group LLC | History | Reduced | 720,195 | 22,094 | 3.64% | 5.27% | 159 | -140,073 | -16.28% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 717,624 | 22,016 | 0.68% | 0.66% | 160 | -39,236 | -5.18% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 717,346 | 22,008 | 0.43% | 0.46% | 161 | -133,591 | -15.7% | Q1 2026 | Apr 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 717,173 | 21,880 | 0.37% | 0.19% | 162 | +342,643 | 91.49% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Reduced | 709,219 | 21,758 | 0.39% | 0.34% | 163 | -15,393 | -2.12% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 695,187 | 21,328 | 0.44% | 0.48% | 164 | -86,796 | -11.1% | Q1 2026 | Apr 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 690,238 | 21,176 | 0.68% | 0.31% | 165 | +28,415 | 4.29% | Q1 2026 | Apr 29, 2026 |
| Southland Equity Partners LLC | History | Reduced | 689,657 | 21,158 | 4.12% | 3.75% | 166 | -2,597 | -0.38% | Q1 2026 | Apr 14, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 685,588 | 21,033 | 0.7% | 0.63% | 167 | -6,600 | -0.95% | Q1 2026 | May 14, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 684,743 | 21,007 | 2.91% | 0.72% | 168 | +497,075 | 264.87% | Q1 2026 | May 14, 2026 |
| Powers Advisory Group, LLC | History | Added to | 683,687 | 20,975 | 7.4% | 6.62% | 169 | +43,125 | 6.73% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 683,486 | 20,969 | 0.0% | 0.0% | 170 | +151,132 | 28.39% | Q1 2026 | May 15, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 683,477 | 20,955 | 7.9% | 7.06% | 171 | +25,930 | 3.94% | Q1 2026 | Apr 29, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 673,097 | 20,650 | 2.15% | 1.96% | 172 | +183 | 0.03% | Q1 2026 | Apr 08, 2026 |
| LongView Wealth Management | History | Reduced | 663,402 | 20,373 | 5.12% | 5.41% | 173 | -122,474 | -15.58% | Q1 2026 | Apr 15, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 661,795 | 20,303 | 3.61% | 3.41% | 174 | -9,957 | -1.48% | Q1 2026 | Apr 22, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 650,312 | 19,951 | 0.89% | 0.88% | 175 | -60,561 | -8.52% | Q1 2026 | May 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 648,939 | 19,909 | 0.11% | 0.09% | 176 | +21,025 | 3.35% | Q1 2026 | Apr 15, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 648,025 | 19,881 | 0.92% | 0.85% | 177 | -48,212 | -6.92% | Q1 2026 | Apr 30, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 644,801 | 19,782 | 1.13% | 1.0% | 178 | -3,796 | -0.59% | Q1 2026 | May 07, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 644,310 | 19,767 | 1.04% | 0.97% | 179 | -157,211 | -19.61% | Q1 2026 | Apr 28, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 643,261 | 19,735 | 7.82% | 6.56% | 180 | -3,558 | -0.55% | Q1 2026 | Apr 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 643,067 | 19,729 | 1.95% | 2.14% | 181 | -133,255 | -17.16% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 642,572 | 19,715 | 0.06% | 0.1% | 182 | -557,570 | -46.46% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 642,261 | 19,704 | 0.24% | 0.24% | 183 | +30,475 | 4.98% | Q1 2026 | Apr 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 641,789 | 19,690 | 0.01% | 0.01% | 184 | +163,554 | 34.2% | Q1 2026 | May 15, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 639,830 | 19,629 | 13.32% | 12.33% | 185 | -45,336 | -6.62% | Q1 2026 | May 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 639,606 | 19,623 | 0.01% | 0.02% | 186 | -939,503 | -59.5% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 636,169 | 19,517 | 2.15% | 1.12% | 187 | +273,478 | 75.4% | Q1 2026 | Apr 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 627,560 | 19,253 | 1.87% | 1.68% | 188 | -61,087 | -8.87% | Q1 2026 | May 01, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 627,512 | 19,252 | 2.02% | 2.11% | 189 | -73,809 | -10.52% | Q1 2026 | May 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 623,927 | 19,142 | 0.52% | 0.47% | 190 | +846 | 0.14% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 620,673 | 19,042 | 0.03% | 0.03% | 191 | +96,839 | 18.49% | Q1 2026 | May 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 620,129 | 19,025 | 3.24% | 3.49% | 192 | -102,842 | -14.22% | Q1 2026 | Apr 15, 2026 |
| Global Wealth Management, LLC | History | Reduced | 618,035 | 18,961 | 10.34% | 9.85% | 193 | -49,297 | -7.39% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 607,418 | 18,635 | 1.27% | 1.13% | 194 | +6,783 | 1.13% | Q1 2026 | Apr 21, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 606,728 | 18,614 | 1.63% | 1.39% | 195 | +3,179 | 0.53% | Q1 2026 | Apr 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 605,960 | 18,590 | 0.72% | 0.8% | 196 | -179,277 | -22.83% | Q1 2026 | May 12, 2026 |
| Montis Financial, LLC | History | Added to | 595,206 | 18,260 | 3.78% | 2.88% | 197 | +64,248 | 12.1% | Q1 2026 | May 11, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 592,914 | 18,190 | 3.95% | 3.81% | 198 | +2,113 | 0.36% | Q1 2026 | May 14, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 583,013 | 17,886 | 8.88% | 8.06% | 199 | -1,062 | -0.18% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 582,054 | 17,857 | 0.48% | 0.36% | 200 | +171,662 | 41.83% | Q1 2026 | May 11, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 580,458 | 17,808 | 7.39% | 6.35% | 201 | +9,856 | 1.73% | Q1 2026 | May 06, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 577,786 | 17,726 | 3.13% | 3.41% | 202 | +1,458 | 0.25% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 571,918 | 17,546 | 0.29% | 0.18% | 203 | +228,125 | 66.36% | Q1 2026 | May 18, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 571,216 | 17,517 | 2.32% | 2.12% | 204 | -6,124 | -1.06% | Q1 2026 | Apr 27, 2026 |
| Opulen Financial Group LLC | History | Added to | 565,517 | 17,350 | 12.21% | 10.87% | 205 | +21,404 | 3.93% | Q1 2026 | Apr 29, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 554,026 | 17,163 | 1.9% | 2.57% | 206 | -72,354 | -11.55% | Q1 2026 | May 12, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 557,808 | 17,113 | 6.29% | 6.01% | 207 | -61,850 | -9.98% | Q1 2026 | Apr 21, 2026 |
| Silver Coast Investments LLC | History | Reduced | 537,952 | 16,504 | 5.27% | 5.42% | 208 | -35,308 | -6.16% | Q1 2026 | Apr 22, 2026 |
| Madison Asset Management, LLC | History | Added to | 535,292 | 16,422 | 0.2% | 0.12% | 209 | +170,000 | 46.54% | Q1 2026 | May 07, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 531,259 | 16,299 | 1.98% | 1.74% | 210 | +7,945 | 1.52% | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | Added to | 528,237 | 16,204 | 0.08% | 0.07% | 211 | +50,418 | 10.55% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 526,337 | 16,148 | 1.7% | 2.53% | 212 | -169,317 | -24.34% | Q1 2026 | Apr 23, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 587,348 | 16,110 | 3.16% | 3.16% | 213 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 520,591 | 15,971 | 1.09% | 1.01% | 214 | -28,775 | -5.24% | Q1 2026 | May 06, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 518,506 | 15,907 | 0.07% | 0.06% | 215 | -6,263 | -1.19% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 517,010 | 15,861 | 0.2% | 0.2% | 216 | +17,546 | 3.51% | Q1 2026 | May 15, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 516,523 | 15,846 | 6.37% | 5.86% | 217 | -5,913 | -1.13% | Q1 2026 | Apr 23, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 503,303 | 15,617 | 0.6% | 0.57% | 218 | -2,595 | -0.51% | Q1 2026 | Apr 24, 2026 |
| Curbstone Financial Management Corp | History | Added to | 505,810 | 15,518 | 2.97% | 2.57% | 219 | +15,624 | 3.19% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 561,938 | 15,413 | 0.27% | 0.27% | 220 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 499,215 | 15,315 | 4.87% | 4.31% | 221 | -4,013 | -0.8% | Q1 2026 | Apr 27, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 498,253 | 15,286 | 6.56% | 5.83% | 222 | +171 | 0.03% | Q1 2026 | Apr 20, 2026 |
| GSG Advisors LLC | History | Added to | 491,519 | 15,079 | 3.92% | 3.38% | 223 | +14,530 | 3.05% | Q1 2026 | May 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 490,146 | 15,037 | 7.63% | 6.24% | 224 | +103,039 | 26.62% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 490,109 | 15,036 | 0.07% | 0.06% | 225 | +57,014 | 13.16% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 487,091 | 14,943 | 0.9% | 1.09% | 226 | -166,595 | -25.49% | Q1 2026 | May 13, 2026 |
| Mendel Capital Management LLC | History | New | 485,811 | 14,904 | 7.49% | — | 227 | +485,811 | New | Q1 2026 | Apr 21, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 485,048 | 14,881 | 7.53% | 18.59% | 228 | -859,612 | -63.93% | Q1 2026 | Apr 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 482,380 | 14,799 | 0.24% | 0.17% | 229 | +178,293 | 58.63% | Q1 2026 | Apr 21, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 481,950 | 14,786 | 0.01% | 0.0% | 230 | +183,950 | 61.73% | Q1 2026 | Apr 30, 2026 |
| truNorth Financial Services, Inc. | History | Added to | 480,288 | 14,735 | 15.24% | 14.04% | 231 | +8,348 | 1.77% | Q1 2026 | May 05, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 477,555 | 14,651 | 2.46% | 2.34% | 232 | -20,543 | -4.12% | Q1 2026 | Apr 14, 2026 |
| Midwest Trust Co | History | Reduced | 473,275 | 14,520 | 0.18% | 0.23% | 233 | -210,996 | -30.84% | Q1 2026 | May 01, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 470,475 | 14,434 | 4.13% | 3.91% | 234 | -16,944 | -3.48% | Q1 2026 | Apr 28, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 469,433 | 14,402 | 4.07% | 3.95% | 235 | -8,857 | -1.85% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 467,230 | 14,334 | 0.31% | 0.29% | 236 | -27,121 | -5.49% | Q1 2026 | May 01, 2026 |
| Carnegie Investment Counsel | History | Reduced | 462,359 | 14,185 | 0.28% | 0.24% | 237 | -8,392 | -1.78% | Q1 2026 | May 01, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 462,196 | 14,180 | 4.17% | 3.94% | 238 | +8,246 | 1.82% | Q1 2026 | Apr 30, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 462,164 | 14,179 | 1.35% | 1.25% | 239 | +5,837 | 1.28% | Q1 2026 | May 15, 2026 |
| Schaeffer Financial LLC | History | Added to | 460,973 | 14,142 | 11.9% | 10.72% | 240 | +13,148 | 2.94% | Q1 2026 | Apr 27, 2026 |
| Charles Schwab Trust Co | History | Added to | 460,643 | 14,132 | 0.92% | 0.71% | 241 | +67,033 | 17.03% | Q1 2026 | Apr 10, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 457,416 | 14,033 | 7.63% | 6.87% | 242 | +748 | 0.16% | Q1 2026 | Apr 10, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 457,285 | 14,029 | 3.68% | 2.97% | 243 | -3,217 | -0.7% | Q1 2026 | May 11, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 455,446 | 13,973 | 9.49% | 8.39% | 244 | +7,903 | 1.77% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | Added to | 448,118 | 13,748 | 0.22% | 0.19% | 245 | +18,130 | 4.22% | Q1 2026 | Apr 27, 2026 |
| Ascentis Independent Advisors | History | Added to | 447,956 | 13,743 | 1.04% | 0.24% | 246 | +393,571 | 723.68% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 490,058 | 13,726 | 0.64% | 0.1% | 247 | -562,549 | -53.44% | Q1 2026 | May 15, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 447,314 | 13,723 | 7.62% | 6.18% | 248 | -3,963 | -0.88% | Q1 2026 | May 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 443,481 | 13,605 | 0.19% | 0.17% | 249 | +1,512 | 0.34% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 442,600 | 13,578 | 0.02% | 0.02% | 250 | -287,700 | -39.39% | Q1 2026 | May 15, 2026 |
| Fidelis Wealth Advisors LLC | History | Added to | 441,360 | 13,540 | 19.72% | 17.45% | 251 | +2,576 | 0.59% | Q1 2026 | May 12, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 438,252 | 13,445 | 6.91% | 6.29% | 252 | +7,350 | 1.71% | Q1 2026 | Apr 21, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 436,471 | 13,390 | 2.42% | 2.12% | 253 | -373 | -0.09% | Q1 2026 | Apr 30, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 435,304 | 13,355 | 4.09% | 2.77% | 254 | -35,979 | -7.63% | Q1 2026 | May 12, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 433,576 | 13,302 | 3.42% | 3.07% | 255 | -46,793 | -9.74% | Q1 2026 | Apr 28, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 433,243 | 13,291 | 2.45% | 2.5% | 256 | -17,985 | -3.99% | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 431,965 | 13,252 | 0.12% | 0.09% | 257 | +165,103 | 61.87% | Q1 2026 | May 06, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 428,752 | 13,154 | 3.48% | 3.46% | 258 | -24,128 | -5.33% | Q1 2026 | Apr 15, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 426,520 | 13,085 | 1.94% | 1.83% | 259 | -354,408 | -45.38% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 426,385 | 13,081 | 0.29% | 0.22% | 260 | +59,631 | 16.26% | Q1 2026 | May 15, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 423,476 | 12,992 | 8.5% | 7.6% | 261 | +13,846 | 3.38% | Q1 2026 | May 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 422,174 | 12,952 | 1.43% | 0.8% | 262 | +161,891 | 62.2% | Q1 2026 | May 11, 2026 |
| Richardson Capital Management LLC | History | Reduced | 421,632 | 12,935 | 6.24% | 9.72% | 263 | -284,816 | -40.32% | Q1 2026 | May 12, 2026 |
| Dakota Wealth Management | History | Reduced | 420,566 | 12,902 | 0.28% | 0.21% | 264 | -20,787 | -4.71% | Q1 2026 | May 07, 2026 |
| Gilbert Capital Group, Inc. | History | New | 419,845 | 12,880 | 9.95% | — | 265 | +419,845 | New | Q1 2026 | Apr 20, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 419,786 | 12,879 | 0.8% | 0.86% | 266 | -64,877 | -13.39% | Q1 2026 | Apr 27, 2026 |
| Avior Wealth Management, LLC | History | Added to | 417,210 | 12,797 | 0.36% | 0.35% | 267 | +5,229 | 1.27% | Q1 2026 | Apr 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 415,578 | 12,749 | 0.66% | 0.6% | 268 | -3,306 | -0.79% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 413,529 | 12,687 | 1.58% | 2.98% | 269 | -381,373 | -47.98% | Q1 2026 | Apr 21, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 409,269 | 12,556 | 3.66% | 3.31% | 270 | +3,707 | 0.91% | Q1 2026 | Apr 30, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 408,106 | 12,520 | 5.5% | 4.69% | 271 | +884 | 0.22% | Q1 2026 | May 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 407,856 | 12,513 | 0.25% | 0.23% | 272 | -6,981 | -1.68% | Q1 2026 | Apr 15, 2026 |
| XML Financial, LLC | History | Reduced | 403,228 | 12,371 | 1.0% | 0.95% | 273 | -19,827 | -4.69% | Q1 2026 | Apr 16, 2026 |
| Monetary Solutions, Ltd | History | Reduced | 403,040 | 12,365 | 11.95% | 11.78% | 274 | -32,935 | -7.55% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Reduced | 401,970 | 12,332 | 0.22% | 0.22% | 275 | -37,988 | -8.63% | Q1 2026 | May 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 399,685 | 12,262 | 0.58% | 0.43% | 276 | +77,568 | 24.08% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 398,908 | 12,238 | 0.01% | 0.01% | 277 | -261,713 | -39.62% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 398,449 | 12,224 | 0.89% | 0.62% | 278 | +68,055 | 20.6% | Q1 2026 | Apr 20, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 391,577 | 12,013 | 6.24% | 5.53% | 279 | +6,441 | 1.67% | Q1 2026 | Apr 21, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 389,013 | 11,934 | 2.03% | 1.89% | 280 | -16,320 | -4.03% | Q1 2026 | Apr 28, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 387,349 | 11,883 | 3.97% | 3.49% | 281 | +375 | 0.1% | Q1 2026 | Apr 14, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 386,220 | 11,849 | 6.65% | 5.83% | 282 | +3,278 | 0.86% | Q1 2026 | Apr 28, 2026 |
| Fiduciary Alliance LLC | History | Added to | 386,220 | 11,837 | 0.71% | 0.59% | 283 | +59,047 | 18.05% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 384,289 | 11,789 | 0.07% | 0.06% | 284 | -5,426 | -1.39% | Q1 2026 | Apr 30, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 383,399 | 11,762 | 1.4% | 1.27% | 285 | +45 | 0.01% | Q1 2026 | Apr 17, 2026 |
| American Alpha Advisors, LLC | History | Added to | 382,206 | 11,726 | 6.23% | 6.17% | 286 | +1,577 | 0.41% | Q1 2026 | May 14, 2026 |
| Platform Technology Partners | History | Added to | 381,586 | 11,707 | 2.26% | 2.05% | 287 | +30,934 | 8.82% | Q1 2026 | Apr 27, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 381,285 | 11,697 | 4.08% | 6.01% | 288 | -274,642 | -41.87% | Q1 2026 | Apr 20, 2026 |
| Midwest Financial Group LLC | History | Reduced | 380,970 | 11,688 | 4.98% | 4.72% | 289 | -8,537 | -2.19% | Q1 2026 | Apr 22, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 379,709 | 11,649 | 4.22% | 3.74% | 290 | -2,272 | -0.59% | Q1 2026 | May 07, 2026 |
| Fairway Financial, LLC | History | Reduced | 376,937 | 11,564 | 8.79% | 7.84% | 291 | -1,635 | -0.43% | Q1 2026 | May 11, 2026 |
| Red Mountain Financial, LLC | History | Added to | 376,311 | 11,545 | 10.88% | 10.11% | 292 | +976 | 0.26% | Q1 2026 | Apr 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 376,085 | 11,538 | 3.82% | 3.42% | 293 | +112 | 0.03% | Q1 2026 | Apr 09, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 374,280 | 11,482 | 0.94% | 0.88% | 294 | -6,357 | -1.67% | Q1 2026 | Apr 13, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 365,718 | 11,220 | 4.16% | 3.82% | 295 | +15,755 | 4.5% | Q1 2026 | Apr 15, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 363,844 | 11,162 | 2.78% | 2.6% | 296 | -18,599 | -4.86% | Q1 2026 | Apr 28, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 362,743 | 11,128 | 1.74% | 1.57% | 297 | +1,052 | 0.29% | Q1 2026 | Apr 17, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 360,805 | 11,069 | 5.67% | 5.1% | 298 | +8,488 | 2.41% | Q1 2026 | May 01, 2026 |
| Prosperitas Financial LLC | History | Reduced | 359,406 | 11,026 | 4.11% | 4.14% | 299 | -28,697 | -7.39% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 357,330 | 10,962 | 1.19% | 1.03% | 300 | +14,181 | 4.13% | Q1 2026 | May 12, 2026 |