SCHWAB STRATEGIC TRUST - SCHG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 121,984,901 | 4,127,969 | 0.55% | 0.55% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 61,784,989 | 2,090,804 | 0.49% | 0.49% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SEI INVESTMENTS CO | History | No change | 47,660,218 | 1,612,821 | 1.42% | 1.42% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 39,212,098 | 1,326,937 | 2.36% | 2.36% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 38,293,135 | 1,295,839 | 0.29% | 0.29% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 19,308,603 | 653,393 | 0.69% | 0.69% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 19,036,117 | 644,182 | 0.59% | 0.59% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,396,878 | 622,575 | 0.73% | 0.73% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 17,067,494 | 577,563 | 4.32% | 4.32% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 16,967,726 | 574,187 | 0.16% | 0.16% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 16,012,825 | 542,070 | 0.11% | 0.11% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 14,951,817 | 505,969 | 12.59% | 12.59% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fund Evaluation Group, LLC | History | No change | 14,648,669 | 495,656 | 13.38% | 13.38% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | No change | 13,008,967 | 440,223 | 3.84% | 3.84% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,969,343 | 371,202 | 0.2% | 0.2% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 10,841,383 | 366,872 | 0.75% | 0.75% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,473,435 | 354,421 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 9,519,537 | 322,141 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McAdam, LLC | History | No change | 8,537,060 | 288,894 | 11.16% | 11.16% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 8,445,311 | 285,789 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 8,221,023 | 275,075 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,776,295 | 263,149 | 2.22% | 2.22% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 7,356,889 | 248,957 | 0.24% | 0.24% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 6,836,103 | 231,333 | 0.24% | 0.24% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,744,828 | 228,244 | 1.06% | 1.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 6,662,859 | 225,471 | 1.67% | 1.67% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RMG Wealth Management LLC | History | No change | 5,875,545 | 209,228 | 21.58% | 21.58% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Thrive Wealth Management, LLC | History | No change | 5,430,697 | 183,774 | 23.35% | 23.35% | 28 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 4,491,439 | 151,990 | 0.83% | 0.83% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | No change | 4,361,225 | 147,583 | 4.57% | 4.57% | 30 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Marquette Asset Management, LLC | History | No change | 4,293,366 | 145,287 | 18.66% | 18.66% | 31 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Golden Reserve Retirement LLC | History | No change | 4,249,804 | 143,813 | 22.65% | 22.65% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Krilogy Financial LLC | History | No change | 3,745,015 | 126,731 | 3.75% | 3.75% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3,728,072 | 126,157 | 12.67% | 12.67% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Waverly Advisors, LLC | History | No change | 3,660,774 | 123,880 | 0.72% | 0.72% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,627,963 | 122,770 | 0.15% | 0.15% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 3,491,855 | 118,164 | 0.74% | 0.74% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 3,403,303 | 115,167 | 0.14% | 0.14% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 3,902,668 | 113,142 | 0.14% | 0.14% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 3,269,280 | 110,632 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 3,250,027 | 109,980 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 3,211,989 | 108,694 | 0.18% | 0.18% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 3,124,543 | 105,734 | 15.11% | 15.11% | 43 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gemmer Asset Management LLC | History | No change | 3,100,787 | 104,930 | 7.05% | 7.05% | 44 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 3,061,326 | 103,595 | 2.2% | 2.2% | 45 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,980,464 | 100,859 | 0.23% | 0.23% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 2,937,132 | 99,392 | 15.39% | 15.39% | 47 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,898,121 | 98,130 | 0.54% | 0.54% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,872,709 | 97,212 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | No change | 2,842,453 | 96,188 | 4.91% | 4.91% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 2,689,962 | 91,028 | 0.29% | 0.29% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 2,587,733 | 87,568 | 0.15% | 0.15% | 52 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 2,425,844 | 82,098 | 3.75% | 3.75% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Charles Schwab Trust Co | History | No change | 2,310,654 | 78,192 | 4.36% | 4.36% | 54 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | No change | 2,238,645 | 75,755 | 30.99% | 30.99% | 55 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,221,385 | 75,171 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 2,196,663 | 74,335 | 3.96% | 3.96% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 2,128,665 | 72,034 | 0.7% | 0.7% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 2,095,721 | 70,919 | 0.27% | 0.27% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 2,094,006 | 70,861 | 1.85% | 1.85% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 2,056,897 | 69,605 | 0.32% | 0.32% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nadler Financial Group, Inc. | History | No change | 2,021,747 | 68,415 | 5.8% | 5.8% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,892,340 | 65,569 | 0.11% | 0.11% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 1,924,760 | 65,133 | 6.49% | 6.49% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | No change | 1,885,406 | 63,802 | 2.08% | 2.08% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 1,882,199 | 63,693 | 8.34% | 8.34% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brio Consultants, LLC | History | No change | 1,880,176 | 63,625 | 7.46% | 7.46% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | No change | 1,855,593 | 62,793 | 0.8% | 0.8% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 1,817,577 | 61,506 | 0.38% | 0.38% | 69 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Black Diamond Financial, LLC | History | No change | 1,780,462 | 60,250 | 5.31% | 5.31% | 70 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Northern Capital Management, Inc. | History | No change | 1,779,876 | 60,231 | 25.68% | 25.68% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,771,594 | 59,950 | 3.84% | 3.84% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Midwest Trust Co | History | No change | 1,761,252 | 59,600 | 0.68% | 0.68% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 1,739,571 | 58,867 | 23.91% | 23.91% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HB Wealth Management, LLC | History | No change | 1,723,874 | 58,335 | 0.33% | 0.33% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 1,620,809 | 58,235 | 17.57% | 17.1% | 76 | +5,709 | 0.35% | Q3 2026 | Oct 01, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,713,342 | 57,979 | 2.58% | 2.58% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| XML Financial, LLC | History | No change | 1,683,381 | 56,965 | 4.14% | 4.14% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 1,680,065 | 56,853 | 5.34% | 5.34% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AFFINITY WEALTH LLC | History | No change | 1,659,345 | 56,152 | 30.16% | 30.16% | 80 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,602,761 | 54,237 | 0.35% | 0.35% | 81 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 1,590,638 | 53,827 | 11.28% | 11.28% | 82 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,588,057 | 53,739 | 0.08% | 0.08% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 1,790,665 | 53,720 | 0.89% | 0.89% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,626,152 | 53,405 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,573,141 | 53,235 | 0.25% | 0.25% | 86 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Savant Capital, LLC | History | No change | 1,638,568 | 52,627 | 0.15% | 0.15% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 1,553,292 | 52,563 | 18.69% | 18.69% | 88 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,552,951 | 52,551 | 0.45% | 0.45% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 1,529,124 | 51,745 | 2.02% | 2.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 1,522,032 | 51,505 | 10.91% | 10.91% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tradition Wealth Management, LLC | History | No change | 1,491,128 | 50,459 | 3.08% | 3.08% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triton Wealth Management, PLLC | History | No change | 1,465,478 | 50,163 | 15.41% | 15.41% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,468,755 | 49,702 | 1.83% | 1.83% | 94 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Summit Asset Management, LLC | History | No change | 1,431,690 | 48,448 | 6.21% | 6.21% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,417,627 | 47,972 | 0.58% | 0.58% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DRAVO BAY LLC | History | No change | 1,412,717 | 47,806 | 16.54% | 16.54% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Goepper Burkhardt LLC | History | No change | 1,412,525 | 47,799 | 14.35% | 14.35% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Visionary Wealth Advisors | History | No change | 1,402,726 | 47,468 | 1.87% | 1.87% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Veery Capital, LLC | History | No change | 1,382,183 | 46,773 | 12.56% | 12.56% | 100 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Financial Advisors Network, Inc. | History | No change | 1,353,786 | 45,812 | 5.62% | 5.62% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestwell Advisors, LLC | History | No change | 1,339,414 | 45,325 | 10.85% | 10.85% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,304,552 | 44,146 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Facet Wealth, Inc. | History | No change | 1,300,609 | 44,012 | 0.63% | 0.63% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Provident Wealth Management, LLC | History | No change | 1,277,545 | 43,232 | 11.13% | 11.13% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BIP Wealth, LLC | History | No change | 1,276,274 | 43,189 | 1.23% | 1.23% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Curtis Advisory Group, LLC | History | No change | 1,258,702 | 42,594 | 8.27% | 8.27% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHOREO, LLC | History | No change | 1,252,805 | 42,393 | 0.47% | 0.47% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 1,246,133 | 42,169 | 5.56% | 5.56% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,271,593 | 41,759 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mokosak Advisory Group, LLC | History | No change | 1,206,066 | 40,813 | 8.84% | 8.84% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NOVEM GROUP | History | No change | 1,192,374 | 40,349 | 4.08% | 4.08% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 1,180,275 | 39,940 | 3.39% | 3.39% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FLC Capital Advisors | History | No change | 1,168,501 | 39,542 | 6.36% | 6.36% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,149,139 | 38,886 | 4.32% | 4.32% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisors Capital Management, LLC | History | No change | 1,146,347 | 38,792 | 0.41% | 0.41% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Serenity Investment Advisors | History | No change | 1,097,595 | 38,525 | 16.42% | 16.42% | 117 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 1,137,010 | 38,476 | 0.33% | 0.33% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SK Wealth Management, LLC | History | No change | 1,069,513 | 38,320 | 8.63% | 8.63% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Seneca Financial Advisors LLC | History | No change | 1,105,650 | 37,415 | 9.72% | 9.72% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 1,104,821 | 37,387 | 0.27% | 0.27% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,059,219 | 35,843 | 0.14% | 0.14% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Richardson Capital Management LLC | History | No change | 1,044,509 | 35,346 | 15.1% | 15.1% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CRA Financial Services, LLC | History | No change | 1,042,267 | 35,270 | 4.07% | 4.07% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CERTUITY, LLC | History | No change | 1,038,460 | 35,141 | 1.73% | 1.73% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 1,035,142 | 35,029 | 3.94% | 3.94% | 126 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Invst, LLC | History | No change | 1,029,556 | 34,840 | 3.4% | 3.4% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 1,024,415 | 34,666 | 0.57% | 0.57% | 128 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,003,833 | 33,969 | 7.34% | 7.34% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 1,000,651 | 33,862 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Garde Capital, Inc. | History | No change | 994,564 | 33,656 | 1.51% | 1.51% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | No change | 991,286 | 33,545 | 0.51% | 0.51% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 991,224 | 33,543 | 0.17% | 0.17% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | No change | 984,089 | 33,301 | 19.14% | 19.14% | 134 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Summit Financial, LLC | History | No change | 977,847 | 33,090 | 0.36% | 0.36% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 976,851 | 33,056 | 13.82% | 13.82% | 136 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sigma Planning Corp | History | No change | 965,245 | 32,663 | 0.82% | 0.82% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THREADGILL FINANCIAL, LLC | History | No change | 959,491 | 32,331 | 13.33% | 13.33% | 138 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IFP Advisors, Inc | History | No change | 937,753 | 31,733 | 0.57% | 0.57% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 937,247 | 31,716 | 0.91% | 0.91% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ignite Planners, LLC | History | No change | 936,080 | 31,683 | 4.35% | 4.35% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ally Invest Advisors Inc. | History | No change | 934,561 | 31,625 | 1.91% | 1.91% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 931,425 | 31,519 | 0.41% | 0.41% | 143 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BALLAST ADVISORS LLC | History | No change | 916,483 | 31,013 | 7.39% | 7.39% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | No change | 907,291 | 30,702 | 0.33% | 0.33% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 892,451 | 30,200 | 0.55% | 0.55% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meridian Wealth Management, LLC | History | No change | 889,403 | 30,097 | 0.93% | 0.93% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | No change | 889,375 | 30,096 | 13.24% | 13.24% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 887,030 | 30,015 | 0.23% | 0.23% | 149 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 876,047 | 29,645 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 867,299 | 29,349 | 0.36% | 0.36% | 151 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Perigon Wealth Management, LLC | History | No change | 865,290 | 29,281 | 0.46% | 0.46% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 862,230 | 29,177 | 8.28% | 8.28% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Carolina Wealth Management Inc | History | No change | 861,164 | 29,141 | 13.41% | 13.41% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 833,309 | 28,199 | 1.14% | 1.14% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steffes Financial, Ltd. | History | No change | 832,673 | 28,177 | 12.16% | 12.16% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 830,359 | 28,099 | 0.28% | 0.28% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Planning LLC | History | No change | 828,430 | 28,034 | 8.16% | 8.16% | 158 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 826,801 | 27,978 | 3.26% | 3.26% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Souders Financial Advisors | History | No change | 818,488 | 27,697 | 2.79% | 2.79% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 816,706 | 27,637 | 2.76% | 2.76% | 161 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MOR Wealth Management, LLC | History | No change | 796,661 | 26,959 | 10.73% | 10.73% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Persium Advisors, LLC | History | No change | 791,112 | 26,771 | 17.46% | 17.46% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SkyOak Wealth, LLC | History | No change | 786,395 | 26,611 | 4.35% | 4.35% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DAGCO, INC. | History | No change | 780,001 | 26,395 | 4.88% | 4.88% | 165 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Denver PWM, LLC | History | No change | 736,549 | 26,361 | 8.62% | 8.62% | 166 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | History | No change | 777,590 | 26,313 | 0.16% | 0.16% | 167 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Friday Financial | History | No change | 756,729 | 25,963 | 6.95% | 6.95% | 168 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ethos Financial Group, LLC | History | No change | 776,885 | 25,823 | 1.73% | 1.73% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | No change | 752,496 | 25,464 | 9.26% | 9.26% | 170 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 749,286 | 25,355 | 1.39% | 1.39% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Weaver Capital Management LLC | History | No change | 858,729 | 25,014 | 5.51% | 5.51% | 172 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LOWERY THOMAS, LLC | History | No change | 737,508 | 24,951 | 12.19% | 12.19% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 734,379 | 24,851 | 0.33% | 0.33% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Seek First Inc. | History | No change | 728,152 | 24,640 | 15.56% | 15.56% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harbor Group, Inc. | History | No change | 725,767 | 24,559 | 2.88% | 2.88% | 176 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WBH ADVISORY INC | History | No change | 725,363 | 24,546 | 1.65% | 1.65% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | No change | 724,892 | 24,530 | 0.46% | 0.46% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Financial Group, INC/SD | History | No change | 707,307 | 23,935 | 2.75% | 2.75% | 179 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 703,560 | 23,808 | 2.54% | 2.54% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 702,640 | 23,777 | 2.34% | 2.34% | 181 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 693,962 | 23,483 | 8.7% | 8.7% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Advisory Group LLC | History | No change | 692,205 | 23,424 | 5.57% | 5.57% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 686,962 | 23,246 | 0.11% | 0.11% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 681,131 | 23,049 | 3.48% | 3.48% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allegheny Financial Group | History | No change | 678,496 | 22,960 | 2.44% | 2.44% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 668,557 | 22,623 | 0.07% | 0.07% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 665,083 | 22,506 | 0.06% | 0.06% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 662,743 | 22,427 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CDKV HOLDINGS LLC | History | No change | 659,075 | 22,303 | 17.43% | 17.43% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 656,757 | 22,224 | 11.02% | 11.02% | 191 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 651,596 | 22,050 | 7.9% | 7.9% | 192 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 649,198 | 21,968 | 13.39% | 13.39% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 649,144 | 21,967 | 4.42% | 4.42% | 194 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OPPENHEIMER & CO INC | History | No change | 643,381 | 21,772 | 0.23% | 0.23% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | No change | 639,835 | 21,652 | 0.1% | 0.1% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 636,680 | 21,545 | 0.09% | 0.09% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LCNB CORP | History | No change | 632,901 | 21,417 | 6.57% | 6.57% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 632,037 | 21,388 | 2.78% | 2.78% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RKL Wealth Management LLC | History | No change | 627,716 | 21,241 | 1.69% | 1.69% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 590,341 | 21,210 | 11.48% | 10.93% | 201 | -8,094 | -1.35% | Q3 2026 | Oct 06, 2026 |
| Composition Wealth, LLC | History | No change | 624,732 | 21,140 | 0.25% | 0.25% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 620,125 | 20,985 | 13.12% | 13.12% | 203 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Code Waechter LLC | History | No change | 611,454 | 20,691 | 10.7% | 10.7% | 204 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 606,001 | 20,507 | 0.21% | 0.21% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdence Capital Advisors LLC | History | No change | 601,109 | 20,341 | 1.07% | 1.07% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bogart Wealth, LLC | History | No change | 600,089 | 20,307 | 0.7% | 0.7% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 600,051 | 20,305 | 0.44% | 0.44% | 208 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | No change | 597,020 | 20,203 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clark Wealth Partners | History | No change | 594,282 | 20,110 | 11.35% | 11.35% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| James J. Burns & Company, LLC | History | No change | 588,416 | 19,912 | 2.16% | 2.16% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Payne Capital Management, LLC | History | No change | 580,688 | 19,650 | 5.24% | 5.24% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | No change | 579,315 | 19,604 | 3.27% | 3.27% | 213 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 574,406 | 19,437 | 1.72% | 1.72% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Weinberger Asset Management, Inc | History | No change | 560,085 | 19,138 | 6.14% | 6.14% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 563,859 | 19,080 | 3.47% | 3.47% | 216 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 560,486 | 18,966 | 2.58% | 2.58% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Keystone Global Partners, LLC | History | No change | 560,288 | 18,960 | 7.17% | 7.17% | 218 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Oasis Advisors, LLC | History | No change | 560,237 | 18,958 | 12.3% | 12.3% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Team Financial Group, LLC | History | No change | 557,480 | 18,865 | 8.01% | 8.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| US BANCORP \DE\ | History | No change | 552,455 | 18,695 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 549,841 | 18,606 | 0.21% | 0.21% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 548,358 | 18,556 | 5.32% | 5.32% | 223 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 547,416 | 18,524 | 4.45% | 4.45% | 224 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 543,703 | 18,398 | 0.32% | 0.32% | 225 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 540,636 | 18,295 | 4.26% | 4.26% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 539,194 | 18,246 | 0.34% | 0.34% | 227 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kaizen Financial Strategies | History | No change | 519,599 | 17,723 | 5.76% | 5.76% | 228 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 523,577 | 17,717 | 5.58% | 5.58% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | No change | 518,232 | 17,536 | 0.18% | 0.18% | 230 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aspen Wealth Strategies, LLC | History | No change | 518,026 | 17,530 | 8.48% | 8.48% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Skyline Advisors, Inc. | History | No change | 516,796 | 17,488 | 5.49% | 5.49% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Curbstone Financial Management Corp | History | No change | 509,595 | 17,244 | 2.94% | 2.94% | 233 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFS Advisors, LLC | History | No change | 501,330 | 16,965 | 8.12% | 8.12% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | No change | 498,343 | 16,863 | 0.57% | 0.57% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 495,236 | 16,758 | 0.93% | 0.93% | 236 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 493,453 | 16,698 | 0.32% | 0.32% | 237 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 491,767 | 16,641 | 2.52% | 2.52% | 238 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 488,043 | 16,515 | 0.52% | 0.52% | 239 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 480,417 | 16,257 | 7.16% | 7.16% | 240 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ProVise Management Group, LLC | History | No change | 479,214 | 16,216 | 1.09% | 1.09% | 241 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 479,132 | 16,213 | 7.98% | 7.98% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fiduciary Alliance LLC | History | No change | 473,227 | 16,014 | 1.08% | 1.08% | 243 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 471,962 | 15,971 | 0.09% | 0.09% | 244 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAHRING | CUSMANO LLC | History | No change | 468,147 | 15,842 | 8.35% | 8.35% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 463,988 | 15,701 | 8.75% | 8.75% | 246 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arista Wealth Management, LLC | History | No change | 460,164 | 15,571 | 1.68% | 1.68% | 247 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 455,079 | 15,399 | 16.6% | 16.6% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Martel Wealth Advisors LLC | History | No change | 448,035 | 15,161 | 2.38% | 2.38% | 249 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mainsail Financial Group, LLC | History | No change | 445,973 | 15,091 | 5.13% | 5.13% | 250 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 443,638 | 15,012 | 0.96% | 0.96% | 251 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prosperitas Financial LLC | History | No change | 443,562 | 15,010 | 4.81% | 4.81% | 252 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Juno Financial Group LLC | History | No change | 442,141 | 14,962 | 5.31% | 5.31% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 447,094 | 14,932 | 0.3% | 0.3% | 254 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Peak Wealth Management LLC | History | No change | 440,546 | 14,908 | 10.46% | 10.46% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Schaeffer Financial LLC | History | No change | 440,212 | 14,896 | 11.52% | 11.52% | 256 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CVA Family Office, LLC | History | No change | 439,964 | 14,888 | 1.35% | 1.35% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 436,884 | 14,784 | 0.15% | 0.15% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elite Financial, Inc. | History | No change | 435,197 | 14,727 | 5.95% | 5.95% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Allocation Strategies LLC | History | No change | 432,563 | 14,637 | 2.26% | 2.26% | 260 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 432,416 | 14,632 | 0.18% | 0.18% | 261 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Accel Wealth Management | History | No change | 425,646 | 14,403 | 3.24% | 3.24% | 262 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 425,446 | 14,397 | 3.81% | 3.81% | 263 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 425,185 | 14,388 | 0.56% | 0.56% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 422,899 | 14,310 | 1.36% | 1.36% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 421,950 | 14,278 | 1.48% | 1.48% | 266 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | No change | 419,819 | 14,206 | 3.02% | 3.02% | 267 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| One Capital Management, LLC | History | No change | 486,711 | 14,177 | 0.39% | 0.39% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 418,771 | 14,171 | 5.63% | 5.63% | 269 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 417,289 | 14,121 | 0.13% | 0.13% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B&D White Capital Company, LLC | History | No change | 415,502 | 14,060 | 1.4% | 1.4% | 271 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Betterment LLC | History | No change | 415,302 | 14,054 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 411,601 | 13,928 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leeward Financial Partners, LLC | History | No change | 411,525 | 13,925 | 3.65% | 3.65% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Powers Advisory Group, LLC | History | No change | 407,333 | 13,784 | 4.32% | 4.32% | 275 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | No change | 406,763 | 13,764 | 0.09% | 0.09% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 406,437 | 13,753 | 0.06% | 0.06% | 277 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vista Cima Wealth Management LLC | History | No change | 403,164 | 13,643 | 10.16% | 10.16% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 403,078 | 13,640 | 1.23% | 1.23% | 279 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 400,233 | 13,543 | 7.42% | 7.42% | 280 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Storen Legacy Partners, LLC | History | No change | 397,800 | 13,461 | 3.67% | 3.67% | 281 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 389,301 | 13,173 | 5.0% | 5.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 387,811 | 13,123 | 0.26% | 0.26% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 385,935 | 13,060 | 0.66% | 0.66% | 284 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bravera Wealth | History | No change | 383,079 | 12,963 | 4.97% | 4.97% | 285 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| William Mack & Associates, Inc. | History | No change | 379,763 | 12,851 | 4.53% | 4.53% | 286 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TriaGen Wealth Management LLC | History | No change | 377,702 | 12,781 | 3.2% | 3.2% | 287 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Archford Capital Strategies, LLC | History | No change | 375,554 | 12,708 | 1.29% | 1.29% | 288 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ring Mountain Capital, LLC | History | No change | 374,902 | 12,686 | 5.32% | 5.32% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Portus Wealth Advisors, LLC | History | No change | 372,412 | 12,602 | 10.37% | 10.37% | 290 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | No change | 367,676 | 12,442 | 5.06% | 5.06% | 291 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Certified Advisory Corp | History | No change | 365,708 | 12,375 | 1.0% | 1.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Schwallier Wealth Management LLC | History | No change | 365,484 | 12,367 | 7.81% | 7.81% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Point Advisors Inc. | History | No change | 362,906 | 12,280 | 10.88% | 10.88% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Womack Financial LLC | History | No change | 362,029 | 12,251 | 8.1% | 8.1% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 361,545 | 12,234 | 5.8% | 5.8% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 359,676 | 12,171 | 1.78% | 1.78% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 357,556 | 12,099 | 3.26% | 3.26% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 355,283 | 12,022 | 0.15% | 0.15% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blom & Howell Financial Planning, Inc. | History | No change | 351,261 | 11,886 | 9.9% | 9.9% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |