SCHWAB STRATEGIC TRUST - SCHE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Added to | 21,758,142 | 716,930 | 0.49% | 0.44% | 1 | +2,851,208 | 15.08% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 15,542,282 | 512,118 | 1.04% | 1.01% | 2 | -669,081 | -4.13% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,475,403 | 312,214 | 0.33% | 0.35% | 3 | -187,222 | -1.94% | Q1 2026 | May 05, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 4,491,206 | 149,242 | 0.3% | 0.25% | 4 | +2,245,603 | 100.0% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,643,590 | 120,056 | 0.15% | 0.25% | 5 | -2,899,885 | -44.32% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,371,879 | 111,103 | 0.07% | 0.07% | 6 | -92,205 | -2.66% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,358,935 | 110,005 | 3.72% | 3.72% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,432,609 | 80,154 | 0.0% | 0.0% | 8 | +107,902 | 4.64% | Q1 2026 | May 15, 2026 |
| REBALANCE, LLC | History | Added to | 2,184,395 | 71,975 | 4.18% | 4.15% | 9 | +16,458 | 0.76% | Q1 2026 | May 11, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 2,110,215 | 69,531 | 1.5% | 1.45% | 10 | +107,539 | 5.37% | Q1 2026 | Apr 07, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 2,081,385 | 68,581 | 0.68% | 0.71% | 11 | -14,509 | -0.69% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,106,721 | 68,067 | 0.03% | 0.03% | 12 | +444,964 | 26.78% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,914,788 | 63,092 | 0.47% | 0.47% | 13 | +21,599 | 1.14% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,909,261 | 62,910 | 0.34% | 0.34% | 14 | +36,013 | 1.92% | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Added to | 1,704,193 | 60,311 | 1.94% | 1.95% | 15 | +47,730 | 2.88% | Q1 2026 | Apr 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,721,550 | 54,934 | 0.0% | 0.0% | 16 | -8,541 | -0.49% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 1,565,070 | 51,569 | 0.0% | 0.0% | 17 | -15,105 | -0.96% | Q1 2026 | May 15, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 1,431,314 | 51,140 | 7.59% | 4.75% | 18 | +581,479 | 68.42% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 1,525,115 | 50,251 | 0.06% | 0.06% | 19 | +36,717 | 2.47% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,524,161 | 50,221 | 0.01% | 0.0% | 20 | +1,033,463 | 210.61% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,500,199 | 49,233 | 0.07% | 0.06% | 21 | +21,840 | 1.48% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,480,192 | 48,772 | 0.01% | 0.01% | 22 | +39,256 | 2.72% | Q1 2026 | May 11, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 1,471,629 | 48,490 | 4.23% | 4.67% | 23 | -77,343 | -4.99% | Q1 2026 | Apr 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,446,971 | 47,677 | 0.07% | 0.07% | 24 | -40,830 | -2.74% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,288,013 | 42,272 | 0.09% | 0.1% | 25 | -946,710 | -42.36% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,256,495 | 41,401 | 0.33% | 0.26% | 26 | +248,465 | 24.65% | Q1 2026 | May 01, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 1,224,851 | 40,358 | 1.24% | 1.38% | 27 | -44,949 | -3.54% | Q1 2026 | May 08, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 1,092,100 | 35,984 | 5.85% | 5.75% | 28 | +16,520 | 1.54% | Q1 2026 | Apr 22, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 1,055,311 | 34,772 | 16.36% | 17.65% | 29 | -130,834 | -11.03% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,042,983 | 34,366 | 0.26% | 0.13% | 30 | +536,116 | 105.77% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 942,824 | 31,066 | 0.86% | 0.89% | 31 | -21,867 | -2.27% | Q1 2026 | May 07, 2026 |
| McAdam, LLC | History | Reduced | 939,664 | 30,961 | 1.39% | 1.47% | 32 | -42,764 | -4.35% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 896,838 | 29,550 | 0.0% | 0.0% | 33 | +217,247 | 31.97% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 887,746 | 29,373 | 0.04% | 0.04% | 34 | +43,523 | 5.16% | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 792,488 | 29,171 | 0.58% | 0.65% | 35 | -15,971 | -1.98% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 847,101 | 27,911 | 0.03% | 0.03% | 36 | +10,905 | 1.3% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 810,336 | 26,698 | 0.27% | 0.29% | 37 | +15,191 | 1.91% | Q1 2026 | May 12, 2026 |
| SCS Capital Management LLC | History | Added to | 749,111 | 24,683 | 0.26% | 0.26% | 38 | +6,572 | 0.89% | Q1 2026 | May 11, 2026 |
| Charles Schwab Trust Co | History | Added to | 692,044 | 22,802 | 1.48% | 1.44% | 39 | +23,771 | 3.56% | Q1 2026 | Apr 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 679,704 | 22,397 | 0.03% | 0.03% | 40 | +101,691 | 17.59% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 663,111 | 21,849 | 0.0% | 0.01% | 41 | -889,265 | -57.28% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Reduced | 650,782 | 21,443 | 0.3% | 0.3% | 42 | -9,700 | -1.47% | Q1 2026 | May 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 628,752 | 20,717 | 2.67% | 5.12% | 43 | -557,731 | -47.01% | Q1 2026 | Apr 16, 2026 |
| 93 Financial Group, LLC | History | Reduced | 623,006 | 20,528 | 9.15% | 9.2% | 44 | -22,310 | -3.46% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 595,196 | 19,612 | 0.04% | 0.03% | 45 | +38,153 | 6.85% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 543,184 | 17,897 | 0.02% | 0.02% | 46 | +43,968 | 8.81% | Q1 2026 | May 14, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 515,022 | 16,866 | 5.08% | 5.08% | 47 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 500,583 | 16,494 | 3.94% | 3.85% | 48 | +1,539 | 0.31% | Q1 2026 | May 08, 2026 |
| L2 Asset Management, LLC | History | Added to | 497,259 | 16,384 | 1.56% | 0.9% | 49 | +292,432 | 142.77% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 491,328 | 16,189 | 0.0% | 0.0% | 50 | +2,530 | 0.52% | Q1 2026 | May 06, 2026 |
| Alliance Wealth Management Group | History | Added to | 490,541 | 16,163 | 3.54% | 3.47% | 51 | +8,100 | 1.68% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Added to | 490,541 | 16,163 | 2.52% | 2.49% | 52 | +8,100 | 1.68% | Q1 2026 | May 01, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 485,317 | 15,991 | 1.17% | 1.14% | 53 | +21,261 | 4.58% | Q1 2026 | Apr 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 450,361 | 14,839 | 0.26% | 0.27% | 54 | -16,918 | -3.62% | Q1 2026 | May 04, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 449,426 | 14,808 | 2.84% | 2.81% | 55 | -2,516 | -0.56% | Q1 2026 | Apr 22, 2026 |
| Procyon Advisors, LLC | History | Reduced | 434,831 | 14,327 | 0.7% | 0.73% | 56 | -13,684 | -3.05% | Q1 2026 | May 04, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 433,989 | 14,299 | 3.74% | 3.86% | 57 | -13,690 | -3.06% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 432,414 | 14,248 | 0.02% | 0.02% | 58 | -55,083 | -11.3% | Q1 2026 | Apr 27, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Reduced | 428,431 | 14,116 | 0.56% | 0.55% | 59 | -19,788 | -4.41% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 384,988 | 12,684 | 0.0% | 0.0% | 60 | +6,910 | 1.83% | Q1 2026 | May 15, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 375,633 | 12,377 | 3.34% | 3.02% | 61 | +44,223 | 13.34% | Q1 2026 | May 05, 2026 |
| Gemmer Asset Management LLC | History | Added to | 369,944 | 12,189 | 0.96% | 0.88% | 62 | +19,828 | 5.66% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 364,570 | 12,012 | 0.18% | 0.13% | 63 | +114,715 | 45.91% | Q1 2026 | May 13, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 356,821 | 11,757 | 1.98% | 1.05% | 64 | +168,602 | 89.58% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 347,527 | 11,451 | 0.02% | 0.0% | 65 | +312,469 | 891.29% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 346,432 | 11,414 | 0.27% | 0.28% | 66 | -8,040 | -2.27% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 346,106 | 11,404 | 0.05% | 0.04% | 67 | -9,312 | -2.62% | Q1 2026 | May 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 343,404 | 11,315 | 0.49% | 0.45% | 68 | +4,141 | 1.22% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 343,290 | 11,311 | 0.0% | 0.0% | 69 | +65,688 | 23.66% | Q1 2026 | May 15, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 334,074 | 11,007 | 2.86% | 3.0% | 70 | +6,013 | 1.83% | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 326,253 | 10,750 | 0.32% | 0.32% | 71 | -5,094 | -1.54% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 325,155 | 10,714 | 0.03% | 0.03% | 72 | -5,676 | -1.72% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 322,381 | 10,622 | 0.02% | 0.02% | 73 | -8,775 | -2.65% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 316,432 | 10,426 | 0.0% | 0.0% | 74 | +57,346 | 22.13% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 316,078 | 10,414 | 0.05% | 0.05% | 75 | -17,388 | -5.21% | Q1 2026 | May 15, 2026 |
| HC Advisors, LLC | History | Reduced | 313,928 | 10,343 | 6.92% | 7.33% | 76 | -9,803 | -3.03% | Q1 2026 | May 05, 2026 |
| Red Tortoise LLC | History | Reduced | 308,145 | 10,151 | 4.23% | 4.37% | 77 | -6,513 | -2.07% | Q1 2026 | Apr 21, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 304,716 | 9,979 | 0.75% | 0.75% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 300,063 | 9,887 | 0.11% | 0.13% | 79 | -24,288 | -7.49% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 299,735 | 9,876 | 0.0% | 0.0% | 80 | -65,486 | -17.93% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 297,394 | 9,799 | 0.43% | 0.41% | 81 | +19,128 | 6.87% | Q1 2026 | May 13, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 292,361 | 9,633 | 0.4% | 0.41% | 82 | -1,647 | -0.56% | Q1 2026 | Apr 29, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 287,716 | 9,480 | 2.78% | 2.97% | 83 | -10,428 | -3.5% | Q1 2026 | Apr 22, 2026 |
| AlphaCore Capital LLC | History | Reduced | 284,654 | 9,379 | 0.22% | 0.23% | 84 | -26,199 | -8.43% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 276,501 | 9,111 | 0.14% | 0.13% | 85 | +6,337 | 2.35% | Q1 2026 | May 01, 2026 |
| Garde Capital, Inc. | History | Reduced | 276,480 | 9,110 | 0.55% | 0.55% | 86 | -7,597 | -2.67% | Q1 2026 | Apr 28, 2026 |
| Wedmont Private Capital | History | Reduced | 264,567 | 9,106 | 0.29% | 0.31% | 87 | -538 | -0.2% | Q1 2026 | Apr 09, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 274,403 | 9,042 | 2.63% | 2.43% | 88 | +5,572 | 2.07% | Q1 2026 | May 12, 2026 |
| Apriem Advisors | History | Reduced | 272,299 | 8,972 | 0.86% | 0.82% | 89 | -1,720 | -0.63% | Q1 2026 | May 14, 2026 |
| Invst, LLC | History | Reduced | 258,277 | 8,510 | 0.96% | 0.93% | 90 | -3,731 | -1.42% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 255,699 | 8,425 | 0.0% | 0.0% | 92 | +138,654 | 118.46% | Q1 2026 | May 13, 2026 |
| Boltwood Capital Management | History | Added to | 255,695 | 8,425 | 2.15% | 2.06% | 91 | +13,964 | 5.78% | Q1 2026 | Apr 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 250,217 | 8,244 | 0.13% | 0.08% | 93 | +140,546 | 128.15% | Q1 2026 | May 15, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 248,234 | 8,179 | 0.35% | 0.26% | 94 | +66,707 | 36.75% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 246,807 | 8,132 | 0.19% | 0.2% | 95 | +537 | 0.22% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Reduced | 234,834 | 7,737 | 0.04% | 0.04% | 96 | -3,886 | -1.63% | Q1 2026 | May 04, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 231,393 | 7,624 | 3.22% | 3.19% | 97 | +1,363 | 0.59% | Q1 2026 | Apr 20, 2026 |
| St. Louis Trust Co | History | No change | 231,273 | 7,620 | 0.89% | 0.87% | 98 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 229,732 | 7,569 | 0.17% | 0.17% | 99 | +437 | 0.19% | Q1 2026 | Apr 29, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 219,433 | 7,552 | 1.05% | 1.07% | 100 | -6,261 | -2.77% | Q1 2026 | Apr 13, 2026 |
| SIERRA OCEAN, LLC | History | Reduced | 220,904 | 7,278 | 5.97% | 6.12% | 101 | -4,910 | -2.17% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 217,177 | 7,155 | 1.65% | 1.48% | 102 | +22,542 | 11.58% | Q1 2026 | Apr 09, 2026 |
| Payne Capital Management, LLC | History | Reduced | 216,644 | 7,138 | 2.16% | 2.25% | 103 | -768 | -0.35% | Q1 2026 | May 08, 2026 |
| Sherwood Financial Partners, LLC | History | Reduced | 214,685 | 7,073 | 6.25% | 6.31% | 104 | -8,992 | -4.02% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 214,614 | 7,071 | 0.04% | 0.05% | 105 | +12,555 | 6.21% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 212,909 | 7,015 | 0.91% | 0.76% | 106 | +46,153 | 27.68% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Added to | 208,825 | 6,880 | 0.08% | 0.07% | 107 | +32,113 | 18.17% | Q1 2026 | May 05, 2026 |
| Courage Miller Partners, LLC | History | Added to | 208,604 | 6,873 | 1.94% | 2.06% | 108 | +164 | 0.08% | Q1 2026 | Apr 24, 2026 |
| WBH ADVISORY INC | History | Added to | 202,400 | 6,687 | 0.5% | 0.45% | 109 | +15,006 | 8.01% | Q1 2026 | Apr 27, 2026 |
| Strid Group, LLC | History | Reduced | 198,561 | 6,542 | 0.81% | 0.82% | 110 | -3,488 | -1.73% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 197,130 | 6,495 | 0.01% | 0.01% | 111 | -2,661 | -1.33% | Q1 2026 | May 12, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 196,507 | 6,474 | 1.33% | 1.35% | 112 | -9,040 | -4.4% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 195,630 | 6,446 | 0.0% | 0.0% | 113 | +80,366 | 69.72% | Q1 2026 | May 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 194,973 | 6,424 | 0.09% | 0.08% | 114 | +43,147 | 28.42% | Q1 2026 | Apr 09, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 191,274 | 6,302 | 2.34% | 2.14% | 115 | +5,999 | 3.24% | Q1 2026 | May 14, 2026 |
| Bangor Savings Bank | History | Added to | 188,681 | 6,217 | 0.5% | 0.4% | 116 | +37,480 | 24.79% | Q1 2026 | Apr 01, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 186,632 | 6,149 | 0.41% | 0.39% | 117 | -4,941 | -2.58% | Q1 2026 | May 14, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 182,533 | 6,014 | 2.37% | 2.46% | 118 | -117,388 | -39.14% | Q1 2026 | May 06, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 181,780 | 5,989 | 2.53% | 2.55% | 119 | -2,776 | -1.5% | Q1 2026 | Apr 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 179,057 | 5,899 | 0.05% | 0.05% | 120 | -3,725 | -2.04% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | No change | 179,023 | 5,899 | 0.18% | 0.17% | 121 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 176,357 | 5,810 | 2.28% | 2.34% | 122 | +1,140 | 0.65% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 175,267 | 5,775 | 0.02% | 0.02% | 123 | +3,912 | 2.28% | Q1 2026 | Apr 30, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 174,124 | 5,737 | 0.66% | 1.31% | 124 | -187,081 | -51.79% | Q1 2026 | Apr 24, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 170,591 | 5,620 | 0.06% | 0.06% | 125 | +2,252 | 1.34% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 170,207 | 5,608 | 0.02% | 0.01% | 126 | +20,259 | 13.51% | Q1 2026 | May 04, 2026 |
| Brightwater Advisory LLC | History | Added to | 168,597 | 5,555 | 3.67% | 3.55% | 127 | +8,138 | 5.07% | Q1 2026 | Apr 30, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 167,028 | 5,503 | 1.46% | 1.38% | 128 | +11,869 | 7.65% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 166,988 | 5,502 | 0.1% | 0.09% | 129 | +13,674 | 8.92% | Q1 2026 | Apr 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 165,153 | 5,441 | 0.3% | 0.3% | 130 | +1,058 | 0.64% | Q1 2026 | Apr 20, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 161,063 | 5,274 | 0.48% | 0.56% | 131 | -5,565 | -3.34% | Q1 2026 | Apr 09, 2026 |
| CFG Wealth Management Services, Inc. | History | Reduced | 159,767 | 5,270 | 4.78% | 4.78% | 132 | -131 | -0.08% | Q1 2026 | May 07, 2026 |
| FIDELIS iM, LLC | History | Added to | 159,905 | 5,268 | 1.99% | 1.96% | 133 | +5,882 | 3.82% | Q1 2026 | Apr 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 159,812 | 5,265 | 0.09% | 0.1% | 134 | +26 | 0.02% | Q1 2026 | May 07, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 159,132 | 5,243 | 0.4% | 0.3% | 135 | +25,027 | 18.66% | Q1 2026 | May 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 158,737 | 5,230 | 0.33% | 0.34% | 136 | -4,732 | -2.89% | Q1 2026 | Apr 14, 2026 |
| Joule Financial, LLC | History | Added to | 157,195 | 5,179 | 1.51% | 1.53% | 137 | +830 | 0.53% | Q1 2026 | Apr 14, 2026 |
| Fairway Financial, LLC | History | Reduced | 156,791 | 5,166 | 3.93% | 3.9% | 138 | -981 | -0.62% | Q1 2026 | May 11, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 156,494 | 5,156 | 0.46% | 0.49% | 139 | -3,764 | -2.35% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 155,720 | 5,130 | 0.03% | 0.03% | 140 | -2,203 | -1.39% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 152,464 | 5,037 | 0.05% | 0.05% | 141 | +10,204 | 7.17% | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | Added to | 151,836 | 5,003 | 0.19% | 0.16% | 142 | +28,927 | 23.54% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Management LLC | History | Added to | 151,572 | 4,994 | 0.51% | 0.6% | 143 | +12,500 | 8.99% | Q1 2026 | May 11, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 149,598 | 4,929 | 0.14% | 0.15% | 144 | -2,442 | -1.61% | Q1 2026 | May 04, 2026 |
| Plum Street Advisors, LLC | History | Added to | 148,569 | 4,895 | 1.69% | 1.63% | 145 | +8,919 | 6.39% | Q1 2026 | May 14, 2026 |
| OAK FAMILY ADVISORS, LLC | History | New | 148,189 | 4,882 | 1.37% | — | 146 | +148,189 | New | Q1 2026 | Apr 20, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 147,688 | 4,866 | 1.29% | 3.91% | 147 | -280,895 | -65.54% | Q1 2026 | Apr 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 146,338 | 4,821 | 0.02% | 0.03% | 148 | -12,604 | -7.93% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Added to | 144,803 | 4,771 | 0.07% | 0.06% | 149 | +20,202 | 16.21% | Q1 2026 | Apr 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 142,869 | 4,707 | 0.46% | 0.43% | 150 | -4,106 | -2.79% | Q1 2026 | May 01, 2026 |
| Marotta Asset Management | History | Reduced | 141,505 | 4,675 | 0.86% | 0.87% | 151 | -2,718 | -1.88% | Q1 2026 | Apr 27, 2026 |
| GeoWealth Management, LLC | History | Added to | 139,106 | 4,583 | 0.17% | 0.12% | 152 | +41,447 | 42.44% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 138,025 | 4,547 | 0.29% | 0.29% | 153 | +6,618 | 5.04% | Q1 2026 | May 15, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 135,096 | 4,451 | 2.63% | 2.95% | 154 | -12,650 | -8.56% | Q1 2026 | Apr 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 134,122 | 4,419 | 0.23% | 0.22% | 155 | +8,838 | 7.05% | Q1 2026 | Apr 15, 2026 |
| Jacobs Equity LLC | History | Reduced | 118,759 | 4,386 | 3.92% | 3.89% | 156 | -4,602 | -3.73% | Q1 2026 | May 14, 2026 |
| White & Co Financial Planning Inc | History | Added to | 132,615 | 4,369 | 3.07% | 3.19% | 157 | +2,363 | 1.81% | Q1 2026 | May 06, 2026 |
| Gleason Group, Inc. | History | Added to | 131,890 | 4,345 | 0.43% | 0.36% | 158 | +21,180 | 19.13% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 129,005 | 4,250 | 0.19% | 0.19% | 159 | +1,871 | 1.47% | Q1 2026 | May 12, 2026 |
| Ethos Financial Group, LLC | History | Added to | 128,841 | 4,245 | 0.31% | 0.3% | 160 | +4,899 | 3.95% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 128,792 | 4,243 | 0.07% | 0.07% | 161 | +7,939 | 6.57% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 128,247 | 4,225 | 0.09% | 0.1% | 162 | -26,090 | -16.9% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 118,151 | 4,215 | 0.05% | 0.05% | 163 | -1,871 | -1.56% | Q1 2026 | May 06, 2026 |
| Vivaldi Capital Management LP | History | Added to | 126,019 | 4,152 | 0.57% | 0.56% | 164 | +1,076 | 0.86% | Q1 2026 | May 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 125,915 | 4,148 | 1.78% | 1.76% | 165 | -58 | -0.05% | Q1 2026 | Apr 20, 2026 |
| Creekside Partners | History | Added to | 124,396 | 4,098 | 1.69% | 1.72% | 166 | +159 | 0.13% | Q1 2026 | Apr 21, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 122,947 | 4,051 | 1.71% | 1.97% | 167 | -18,491 | -13.07% | Q1 2026 | Apr 15, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 121,813 | 4,013 | 1.38% | 1.52% | 168 | -18,058 | -12.91% | Q1 2026 | Apr 24, 2026 |
| RKL Wealth Management LLC | History | Reduced | 120,166 | 3,959 | 0.36% | 0.37% | 169 | -16,360 | -11.98% | Q1 2026 | Apr 24, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 119,799 | 3,947 | 0.7% | 0.71% | 170 | +1,907 | 1.62% | Q1 2026 | Apr 22, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 118,998 | 3,920 | 1.3% | 1.2% | 171 | +56 | 0.05% | Q1 2026 | May 15, 2026 |
| Seek First Inc. | History | Added to | 117,980 | 3,887 | 2.74% | 2.5% | 172 | +7,049 | 6.35% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 117,395 | 3,868 | 0.01% | 0.01% | 173 | +26,057 | 28.53% | Q1 2026 | May 15, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 116,984 | 3,854 | 0.4% | 0.39% | 174 | -1,484 | -1.25% | Q1 2026 | May 12, 2026 |
| Diversified Enterprises, LLC | History | Added to | 116,855 | 3,850 | 0.21% | 0.13% | 175 | +47,955 | 69.6% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Reduced | 115,989 | 3,821 | 0.43% | 0.43% | 176 | -3,814 | -3.18% | Q1 2026 | May 01, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 114,007 | 3,756 | 2.43% | 2.4% | 177 | -731 | -0.64% | Q1 2026 | Apr 07, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 113,577 | 3,742 | 2.26% | 2.39% | 178 | -5,046 | -4.25% | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Added to | 112,696 | 3,713 | 0.01% | 0.01% | 179 | +7,247 | 6.87% | Q1 2026 | May 14, 2026 |
| TPG Advisors LLC | History | Added to | 112,342 | 3,701 | 2.31% | 1.89% | 180 | +19,486 | 20.99% | Q1 2026 | Apr 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 111,667 | 3,679 | 0.02% | 0.02% | 181 | +2,712 | 2.49% | Q1 2026 | May 15, 2026 |
| Pioneer Wealth Management Group | History | Added to | 111,448 | 3,672 | 1.03% | 1.1% | 182 | +403 | 0.36% | Q1 2026 | Apr 08, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 109,090 | 3,594 | 0.3% | 0.3% | 183 | -1,805 | -1.63% | Q1 2026 | Apr 20, 2026 |
| MYECFO, LLC | History | Reduced | 108,701 | 3,581 | 1.5% | 1.53% | 184 | -1,200 | -1.09% | Q1 2026 | Apr 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 106,517 | 3,509 | 0.06% | 0.06% | 185 | +14,736 | 16.06% | Q1 2026 | May 11, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 105,723 | 3,483 | 0.42% | 0.41% | 186 | -71 | -0.07% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 105,097 | 3,462 | 0.21% | 0.23% | 187 | -391 | -0.37% | Q1 2026 | Apr 28, 2026 |
| Destination Wealth Management | History | Reduced | 103,570 | 3,412 | 0.09% | 0.09% | 188 | -2,999 | -2.81% | Q1 2026 | May 15, 2026 |
| Sollinda Capital Management LLC | History | Added to | 99,172 | 3,267 | 0.79% | 0.75% | 189 | +9,590 | 10.71% | Q1 2026 | Apr 30, 2026 |
| Arnold Financial Planning LLC | History | Added to | 98,740 | 3,253 | 3.04% | 2.94% | 190 | +11,782 | 13.55% | Q1 2026 | Apr 14, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 98,662 | 3,250 | 0.78% | 0.51% | 192 | +38,667 | 64.45% | Q1 2026 | Apr 24, 2026 |
| CITIGROUP INC | History | Reduced | 98,658 | 3,250 | 0.0% | 0.0% | 191 | -888 | -0.89% | Q1 2026 | May 11, 2026 |
| Omega Financial Group, LLC | History | Reduced | 98,531 | 3,246 | 1.06% | 1.1% | 193 | -3,674 | -3.59% | Q1 2026 | May 12, 2026 |
| Dakota Wealth Management | History | Reduced | 98,053 | 3,230 | 0.07% | 0.06% | 194 | -6,012 | -5.78% | Q1 2026 | May 07, 2026 |
| Lee Financial Co | History | Reduced | 97,683 | 3,218 | 0.45% | 0.43% | 195 | -25 | -0.03% | Q1 2026 | Apr 13, 2026 |
| North Forty Two & Co. | History | Added to | 97,585 | 3,215 | 2.97% | 2.74% | 196 | +8,975 | 10.13% | Q1 2026 | Apr 21, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Added to | 97,436 | 3,210 | 1.56% | 1.57% | 197 | +53 | 0.05% | Q1 2026 | Apr 14, 2026 |
| Hamilton Capital, LLC | History | Added to | 97,321 | 3,206 | 0.17% | 0.14% | 198 | +10,175 | 11.68% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 97,230 | 3,204 | 0.0% | 0.0% | 199 | +31,832 | 48.67% | Q1 2026 | May 13, 2026 |
| BCK Partners, Inc. | History | Reduced | 96,524 | 3,180 | 1.72% | 1.72% | 200 | -594 | -0.61% | Q1 2026 | Apr 27, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 95,378 | 3,142 | 0.05% | 0.05% | 201 | -648 | -0.67% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 92,081 | 3,034 | 0.0% | 0.0% | 202 | +29,909 | 48.11% | Q1 2026 | May 15, 2026 |
| Curbstone Financial Management Corp | History | Added to | 91,744 | 3,022 | 0.58% | 0.57% | 203 | +244 | 0.27% | Q1 2026 | Apr 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 89,755 | 2,957 | 0.12% | 0.12% | 204 | -1,372 | -1.51% | Q1 2026 | May 12, 2026 |
| Orcam Financial Group | History | Reduced | 88,569 | 2,918 | 2.07% | 2.2% | 205 | -1,168 | -1.3% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 87,436 | 2,880 | 0.01% | 0.01% | 207 | +2,263 | 2.66% | Q1 2026 | Apr 24, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 87,428 | 2,880 | 0.76% | 0.74% | 206 | -1,101 | -1.24% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 87,213 | 2,873 | 0.04% | 0.04% | 208 | +394 | 0.45% | Q1 2026 | May 12, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 82,786 | 2,863 | 0.34% | 0.47% | 209 | -25,821 | -23.77% | Q1 2026 | Apr 22, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 85,639 | 2,804 | 0.18% | 0.18% | 210 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 84,970 | 2,799 | 0.02% | 0.02% | 211 | -1,431 | -1.66% | Q1 2026 | Apr 30, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 84,835 | 2,795 | 0.24% | 0.24% | 212 | -527 | -0.62% | Q1 2026 | Apr 15, 2026 |
| Holistic Financial Partners | History | Added to | 84,113 | 2,771 | 1.03% | 0.97% | 213 | +2,574 | 3.16% | Q1 2026 | May 05, 2026 |
| SNS Financial Group, LLC | History | Added to | 82,400 | 2,715 | 0.23% | 0.22% | 214 | +4,058 | 5.18% | Q1 2026 | Apr 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 81,752 | 2,693 | 0.3% | 0.31% | 215 | -134 | -0.16% | Q1 2026 | Apr 07, 2026 |
| Asset Management Group, Inc. | History | No change | 80,922 | 2,666 | 0.43% | 0.43% | 216 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Chesapeake Wealth Management | History | Added to | 78,778 | 2,595 | 0.8% | 0.75% | 217 | +1,577 | 2.04% | Q1 2026 | May 18, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 78,339 | 2,581 | 0.82% | 0.79% | 218 | +1,200 | 1.56% | Q1 2026 | Apr 23, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 78,319 | 2,580 | 0.05% | 0.05% | 219 | -11,318 | -12.63% | Q1 2026 | Apr 15, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 78,016 | 2,570 | 1.07% | 1.09% | 220 | -1,334 | -1.68% | Q1 2026 | Apr 21, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 77,920 | 2,567 | 0.21% | 0.22% | 221 | +2,804 | 3.73% | Q1 2026 | May 05, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 77,768 | 2,562 | 0.71% | 0.75% | 222 | -2,367 | -2.95% | Q1 2026 | Apr 22, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 77,492 | 2,553 | 0.25% | 0.24% | 223 | +4,779 | 6.57% | Q1 2026 | Apr 27, 2026 |
| Williams Financial, LLC | History | Reduced | 76,291 | 2,513 | 1.46% | 1.45% | 224 | -491 | -0.64% | Q1 2026 | Apr 24, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 75,699 | 2,492 | 0.33% | 0.32% | 225 | +4,264 | 5.97% | Q1 2026 | Apr 28, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 69,231 | 2,477 | 0.04% | 0.04% | 226 | +740 | 1.08% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 75,131 | 2,475 | 0.27% | 0.29% | 227 | -3,511 | -4.46% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 73,849 | 2,433 | 0.01% | 0.0% | 228 | +53,209 | 257.8% | Q1 2026 | May 13, 2026 |
| Nikulski Financial, Inc. | History | Added to | 73,824 | 2,432 | 0.6% | 0.54% | 229 | +4,555 | 6.58% | Q1 2026 | May 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 73,784 | 2,431 | 0.07% | 0.06% | 230 | -4,921 | -6.25% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 72,652 | 2,392 | 0.08% | 0.07% | 231 | +13,016 | 21.83% | Q1 2026 | Apr 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 71,850 | 2,367 | 0.04% | 0.04% | 232 | -1,660 | -2.26% | Q1 2026 | Apr 20, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 70,151 | 2,311 | 0.41% | 0.43% | 233 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| World Investment Advisors | History | Added to | 69,837 | 2,301 | 0.04% | 0.04% | 234 | +878 | 1.27% | Q1 2026 | Apr 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 69,076 | 2,276 | 0.05% | 0.01% | 235 | +62,297 | 918.97% | Q1 2026 | May 15, 2026 |
| Roberts Wealth Advisors, LLC | History | No change | 69,055 | 2,275 | 0.58% | 0.59% | 236 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 69,003 | 2,273 | 0.06% | 0.07% | 237 | +2,101 | 3.14% | Q1 2026 | Apr 09, 2026 |
| Allen Capital Group, LLC | History | No change | 68,774 | 2,252 | 0.21% | 0.21% | 238 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CAP Partners, LLC | History | Added to | 67,415 | 2,221 | 1.25% | 1.13% | 239 | +6,759 | 11.14% | Q1 2026 | Apr 28, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 66,594 | 2,194 | 0.14% | 0.11% | 241 | +16,007 | 31.64% | Q1 2026 | Apr 27, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 66,603 | 2,194 | 0.24% | 0.23% | 240 | +5,093 | 8.28% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 66,382 | 2,187 | 0.08% | 0.07% | 242 | +2,372 | 3.71% | Q1 2026 | Apr 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 65,785 | 2,167 | 0.08% | 0.08% | 243 | -4,295 | -6.13% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Added to | 65,429 | 2,156 | 0.06% | 0.03% | 244 | +33,790 | 106.8% | Q1 2026 | May 14, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 63,954 | 2,107 | 0.47% | 0.45% | 245 | -149 | -0.23% | Q1 2026 | Apr 17, 2026 |
| Breakwater Investment Management | History | Reduced | 63,897 | 2,105 | 0.78% | 0.85% | 246 | -7,631 | -10.67% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 63,650 | 2,097 | 0.02% | 0.03% | 247 | -4,092 | -6.04% | Q1 2026 | May 01, 2026 |
| Heirloom Wealth Management | History | New | 63,247 | 2,083 | 0.38% | — | 248 | +63,247 | New | Q1 2026 | Apr 14, 2026 |
| Indie Asset Partners, LLC | History | Added to | 62,388 | 2,055 | 2.34% | 1.82% | 249 | +12,670 | 25.48% | Q1 2026 | May 08, 2026 |
| WorthPointe, LLC | History | Added to | 61,540 | 2,027 | 0.55% | 0.24% | 250 | +33,665 | 120.77% | Q1 2026 | May 12, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Reduced | 55,104 | 2,017 | 1.27% | 1.42% | 251 | -854 | -1.53% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 60,259 | 1,985 | 0.0% | 0.0% | 252 | +32,019 | 113.38% | Q1 2026 | May 01, 2026 |
| Payne Capital LLC | History | Added to | 60,176 | 1,982 | 1.82% | 1.48% | 253 | +15,784 | 35.56% | Q1 2026 | Apr 20, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 60,022 | 1,977 | 0.38% | 0.37% | 254 | +1,441 | 2.46% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 58,972 | 1,943 | 0.14% | 0.12% | 255 | +6,484 | 12.35% | Q1 2026 | May 05, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 58,953 | 1,942 | 0.25% | 0.24% | 256 | +1,419 | 2.47% | Q1 2026 | Apr 08, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 58,952 | 1,942 | 0.16% | 0.16% | 257 | -319 | -0.54% | Q1 2026 | May 01, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 58,919 | 1,941 | 0.5% | 0.46% | 258 | -794 | -1.33% | Q1 2026 | Apr 28, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 58,157 | 1,916 | 0.26% | 0.27% | 259 | -1,659 | -2.77% | Q1 2026 | Apr 17, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 51,875 | 1,906 | 1.8% | 1.74% | 260 | +13,769 | 36.13% | Q1 2026 | May 15, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 57,777 | 1,903 | 0.43% | 0.45% | 261 | -3,426 | -5.6% | Q1 2026 | Apr 15, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 57,674 | 1,900 | 0.77% | 0.33% | 262 | +34,729 | 151.36% | Q1 2026 | Apr 30, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 57,429 | 1,892 | 0.05% | 0.04% | 263 | +284 | 0.5% | Q1 2026 | May 08, 2026 |
| Embree Financial Group | History | Reduced | 57,185 | 1,884 | 0.22% | 0.26% | 264 | -7,322 | -11.35% | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | Added to | 56,703 | 1,868 | 0.01% | 0.01% | 265 | +1,257 | 2.27% | Q1 2026 | May 14, 2026 |
| Veridan Wealth LLC | History | Added to | 56,256 | 1,853 | 0.69% | 0.6% | 266 | +1,793 | 3.29% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 49,868 | 1,784 | 0.71% | 0.77% | 267 | -6,751 | -11.92% | Q1 2026 | Apr 27, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 51,999 | 1,713 | 0.27% | 0.26% | 268 | +1,585 | 3.14% | Q1 2026 | Apr 17, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 51,938 | 1,711 | 0.51% | 0.54% | 269 | -419 | -0.8% | Q1 2026 | May 14, 2026 |
| Econ Financial Services Corp | History | New | 51,657 | 1,702 | 0.79% | — | 270 | +51,657 | New | Q1 2026 | Apr 21, 2026 |
| BAILARD, INC. | History | Added to | 51,335 | 1,691 | 0.04% | 0.04% | 271 | +988 | 1.96% | Q1 2026 | May 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 50,853 | 1,665 | 1.2% | 1.2% | 272 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 50,432 | 1,651 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Elevated Financial Group LLC | History | Reduced | 49,532 | 1,632 | 0.53% | 0.58% | 274 | -1,481 | -2.9% | Q1 2026 | May 11, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 48,556 | 1,599 | 0.9% | 0.86% | 275 | +1,000 | 2.1% | Q1 2026 | Apr 28, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 48,335 | 1,592 | 0.36% | 0.38% | 276 | +256 | 0.53% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 48,223 | 1,589 | 0.02% | 0.02% | 277 | -2,190 | -4.34% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Added to | 47,307 | 1,558 | 0.05% | 0.04% | 278 | +5,408 | 12.91% | Q1 2026 | Apr 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 47,130 | 1,552 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 46,662 | 1,537 | 0.0% | 0.0% | 280 | -4,398 | -8.61% | Q1 2026 | May 15, 2026 |
| Athena Investment Management | History | Added to | 46,564 | 1,534 | 0.8% | 0.78% | 281 | +90 | 0.19% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 46,200 | 1,522 | 0.0% | — | 282 | +46,200 | New | Q1 2026 | May 14, 2026 |
| Noble Family Wealth, LLC | History | Added to | 46,073 | 1,518 | 0.31% | 0.32% | 283 | +40 | 0.09% | Q1 2026 | Apr 23, 2026 |
| MONEYWISE, INC. | History | Added to | 45,408 | 1,496 | 0.65% | 0.49% | 284 | +9,679 | 27.09% | Q1 2026 | Apr 27, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 44,919 | 1,480 | 0.17% | 0.15% | 285 | +3,258 | 7.82% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 44,627 | 1,470 | 0.0% | — | 286 | +44,627 | New | Q1 2026 | May 04, 2026 |
| Roundview Capital LLC | History | Added to | 44,533 | 1,467 | 0.09% | 0.09% | 287 | +2,160 | 5.1% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 44,064 | 1,451 | 0.01% | 0.01% | 288 | -6,023 | -12.03% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 43,257 | 1,425 | 0.02% | 0.01% | 289 | +4,893 | 12.75% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 43,070 | 1,419 | 0.04% | 0.04% | 290 | -1,696 | -3.79% | Q1 2026 | May 13, 2026 |
| Greenline Partners, LLC | History | Added to | 42,893 | 1,413 | 0.15% | 0.16% | 291 | +78 | 0.18% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Reduced | 42,772 | 1,409 | 0.03% | 0.04% | 292 | -30,153 | -41.35% | Q1 2026 | Apr 16, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 42,724 | 1,407 | 0.51% | 0.57% | 293 | -4,380 | -9.3% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 42,668 | 1,405 | 0.01% | 0.01% | 294 | -528 | -1.22% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 42,572 | 1,402 | 0.02% | 0.02% | 295 | -2,657 | -5.87% | Q1 2026 | May 06, 2026 |
| Empower Advisory Group, LLC | History | Added to | 42,453 | 1,398 | 0.0% | 0.0% | 297 | +6,811 | 19.11% | Q1 2026 | May 14, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 42,431 | 1,398 | 0.18% | 0.17% | 296 | +4,331 | 11.37% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 42,329 | 1,394 | 0.01% | 0.0% | 298 | +30,771 | 266.23% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 41,984 | 1,383 | 0.1% | 0.09% | 299 | -710 | -1.66% | Q1 2026 | Apr 20, 2026 |
| Values Added Financial LLC | History | Added to | 41,502 | 1,367 | 0.58% | 0.55% | 300 | +1,432 | 3.57% | Q1 2026 | Apr 20, 2026 |