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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 64,461,584 | 1,877,765 | 0.5% | 0.62% | 1 | +134,381 | 0.21% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Added to | 47,564,768 | 1,385,562 | 1.28% | 1.42% | 2 | +3,356,829 | 7.59% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 43,528,965 | 1,267,998 | 12.65% | 14.04% | 3 | +1,718,415 | 4.11% | Q1 2026 | Apr 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 43,506,074 | 1,267,331 | 0.19% | 0.19% | 4 | +5,761,202 | 15.26% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 37,283,856 | 1,086,078 | 0.29% | 0.3% | 5 | +3,117,202 | 9.12% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 34,105,277 | 993,486 | 2.02% | 2.1% | 6 | +121,045 | 0.36% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 19,764,193 | 575,720 | 0.67% | 0.78% | 7 | -314,399 | -1.57% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 18,201,902 | 530,052 | 0.78% | 0.87% | 8 | -81,051 | -0.44% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 17,955,640 | 523,047 | 0.56% | 0.6% | 9 | +995,373 | 5.87% | Q1 2026 | May 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 17,067,494 | 497,176 | 4.21% | 4.48% | 10 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 16,425,833 | 478,558 | 0.11% | 0.13% | 11 | -1,179,221 | -6.7% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 15,826,527 | 461,026 | 0.14% | 0.15% | 12 | +935,593 | 6.28% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 15,031,527 | 437,868 | 12.02% | 13.59% | 13 | +140,994 | 0.95% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 12,147,955 | 354,001 | 0.39% | 0.25% | 14 | +5,545,704 | 84.0% | Q1 2026 | May 14, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 10,683,794 | 311,070 | 9.56% | 10.19% | 15 | +1,238,208 | 13.11% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 10,146,702 | 295,573 | 0.18% | 0.22% | 16 | -425,361 | -4.02% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,007,876 | 291,529 | 0.02% | 0.02% | 17 | +1,461,332 | 17.1% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 9,301,658 | 270,957 | 0.02% | 0.02% | 18 | +480,921 | 5.45% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 9,069,139 | 264,184 | 0.73% | 0.93% | 19 | -2,657,286 | -22.66% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,624,426 | 251,229 | 0.27% | 0.3% | 20 | +255,009 | 3.05% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,618,176 | 251,047 | 0.05% | 0.04% | 21 | +1,834,243 | 27.04% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,905,656 | 222,148 | 0.01% | 0.02% | 22 | -538,332 | -6.38% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,482,295 | 217,959 | 2.13% | 2.29% | 23 | +314,046 | 4.38% | Q1 2026 | May 08, 2026 |
| McAdam, LLC | History | Added to | 7,413,124 | 215,944 | 9.73% | 10.83% | 24 | +156,150 | 2.15% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 7,205,154 | 209,886 | 0.55% | 0.66% | 25 | -253,458 | -3.4% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,701,110 | 195,203 | 1.03% | 0.83% | 26 | +3,061,564 | 84.12% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,434,196 | 187,428 | 1.41% | 1.41% | 27 | +704,238 | 12.29% | Q1 2026 | May 12, 2026 |
| RMG Wealth Management LLC | History | Added to | 5,413,826 | 184,773 | 21.33% | 0.01% | 28 | +5,411,459 | 228621.0% | Q1 2026 | May 14, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 5,317,891 | 154,910 | 23.09% | 23.59% | 29 | +395,364 | 8.03% | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,731,526 | 137,829 | 4.94% | 5.41% | 30 | -30,258 | -0.64% | Q1 2026 | Apr 14, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 4,616,512 | 134,478 | 0.83% | 0.91% | 31 | +55,561 | 1.22% | Q1 2026 | May 15, 2026 |
| Marquette Asset Management, LLC | History | Added to | 4,266,763 | 124,290 | 18.58% | 20.44% | 32 | +22,527 | 0.53% | Q1 2026 | Apr 23, 2026 |
| Krilogy Financial LLC | History | Added to | 3,734,904 | 120,002 | 3.86% | 3.83% | 33 | +269,835 | 7.79% | Q1 2026 | Apr 17, 2026 |
| Golden Reserve Retirement LLC | History | Reduced | 4,061,494 | 118,311 | 24.41% | 24.74% | 34 | -46,059 | -1.12% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,697,872 | 107,718 | 0.15% | 0.17% | 35 | -162,504 | -4.21% | Q1 2026 | Apr 27, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 3,594,993 | 104,722 | 12.05% | 13.37% | 36 | +112,307 | 3.22% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,515,835 | 102,416 | 0.76% | 0.67% | 37 | +992,474 | 39.33% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,413,376 | 99,432 | 0.78% | 1.01% | 38 | -233,241 | -6.4% | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | Reduced | 3,287,294 | 95,758 | 0.06% | 0.1% | 39 | -927,245 | -22.0% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 3,274,722 | 95,392 | 0.01% | 0.01% | 40 | +486,861 | 17.46% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 3,195,653 | 93,630 | 0.13% | 0.15% | 41 | +130,206 | 4.25% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,177,852 | 92,570 | 0.12% | 0.14% | 42 | -58,147 | -1.8% | Q1 2026 | Apr 27, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 3,117,623 | 90,816 | 14.75% | 16.48% | 43 | +20,849 | 0.67% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Reduced | 3,114,183 | 90,716 | 0.28% | 0.31% | 44 | -59,779 | -1.88% | Q1 2026 | May 13, 2026 |
| Gemmer Asset Management LLC | History | Added to | 3,072,993 | 89,516 | 7.07% | 6.79% | 45 | +370,659 | 13.72% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 3,035,398 | 88,421 | 0.17% | 0.18% | 46 | -75,061 | -2.41% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 2,908,879 | 84,735 | 0.17% | 0.19% | 47 | +7,504 | 0.26% | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 2,907,132 | 84,684 | 0.52% | 0.56% | 48 | +59,169 | 2.08% | Q1 2026 | May 15, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 2,899,431 | 84,460 | 15.24% | 16.48% | 49 | +46,364 | 1.63% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,896,945 | 84,388 | 0.22% | 0.28% | 50 | -336,062 | -10.39% | Q1 2026 | Apr 30, 2026 |
| Savvy Advisors, Inc. | History | Added to | 2,863,182 | 83,404 | 2.23% | 2.5% | 51 | +492,054 | 20.75% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,848,539 | 82,977 | 0.01% | 0.02% | 52 | +16,795 | 0.59% | Q1 2026 | May 15, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 2,760,523 | 80,414 | 8.94% | 10.17% | 53 | -62,600 | -2.22% | Q1 2026 | May 07, 2026 |
| Berger Financial Group, Inc | History | Added to | 2,597,718 | 75,671 | 4.24% | 4.33% | 54 | +302,290 | 13.17% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,375,619 | 69,201 | 0.26% | 0.28% | 55 | +262,702 | 12.43% | Q1 2026 | Apr 30, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 2,359,736 | 68,739 | 3.74% | 4.2% | 56 | +22,911 | 0.98% | Q1 2026 | May 06, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 2,249,354 | 65,523 | 30.96% | 35.12% | 57 | +1,291 | 0.06% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 2,184,354 | 63,630 | 0.74% | 0.61% | 58 | +643,908 | 41.8% | Q1 2026 | May 08, 2026 |
| Brio Consultants, LLC | History | Reduced | 1,869,804 | 62,114 | 7.59% | 9.05% | 59 | -265,380 | -12.43% | Q1 2026 | May 06, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 2,129,978 | 62,046 | 3.87% | 4.42% | 60 | +23,716 | 1.13% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Reduced | 2,105,558 | 61,334 | 0.35% | 0.42% | 61 | -136,624 | -6.09% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,101,630 | 61,220 | 0.06% | 0.06% | 62 | -73,491 | -3.38% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 2,024,864 | 58,984 | 1.81% | 2.01% | 63 | -72,953 | -3.48% | Q1 2026 | May 14, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 1,963,406 | 57,194 | 5.51% | 5.85% | 64 | +35,829 | 1.86% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Added to | 1,946,533 | 56,702 | 2.31% | 2.05% | 65 | +167,030 | 9.39% | Q1 2026 | Apr 27, 2026 |
| Charles Schwab Trust Co | History | Added to | 1,924,903 | 56,072 | 3.64% | 3.76% | 66 | +171,681 | 9.79% | Q1 2026 | Apr 10, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 1,870,926 | 54,500 | 7.81% | 8.55% | 67 | +36,103 | 1.97% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,849,267 | 54,405 | 0.11% | 0.14% | 68 | -1,260,269 | -40.53% | Q1 2026 | Apr 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 1,864,285 | 54,306 | 1.98% | 2.18% | 69 | +14,364 | 0.78% | Q1 2026 | Apr 28, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,661,436 | 54,196 | 4.06% | 4.06% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,847,663 | 53,822 | 0.84% | 1.01% | 71 | +71,551 | 4.03% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,802,481 | 52,506 | 0.39% | 0.45% | 72 | +70,827 | 4.09% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Added to | 1,798,863 | 52,400 | 0.84% | 0.53% | 73 | +795,819 | 79.34% | Q1 2026 | Apr 27, 2026 |
| Midwest Trust Co | History | Added to | 1,796,078 | 52,319 | 0.65% | 0.72% | 74 | +32,222 | 1.83% | Q1 2026 | May 01, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,771,579 | 51,606 | 0.37% | 0.44% | 75 | +7,463 | 0.42% | Q1 2026 | Apr 14, 2026 |
| Northern Capital Management, Inc. | History | Added to | 1,761,124 | 51,301 | 25.72% | 30.05% | 76 | +17,751 | 1.02% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,737,859 | 50,623 | 0.33% | 0.39% | 77 | -96,859 | -5.28% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,728,880 | 50,362 | 0.28% | 0.22% | 78 | -223,144 | -11.43% | Q1 2026 | Apr 29, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 1,640,662 | 47,792 | 5.27% | 5.92% | 79 | +31,378 | 1.95% | Q1 2026 | May 14, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 1,632,528 | 47,555 | 16.3% | 17.81% | 80 | +32,902 | 2.06% | Q1 2026 | Apr 01, 2026 |
| TSG Advice Partners, LLC | History | New | 1,631,361 | 47,521 | 7.12% | — | 81 | +1,631,361 | New | Q1 2026 | Apr 24, 2026 |
| XML Financial, LLC | History | Added to | 1,631,157 | 47,515 | 3.83% | 4.0% | 82 | +129,500 | 8.62% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,628,054 | 47,425 | 0.38% | 0.47% | 83 | +415,706 | 34.29% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 1,626,488 | 47,379 | 10.91% | 12.35% | 84 | -2,016 | -0.12% | Q1 2026 | Apr 09, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 1,546,872 | 45,060 | 2.25% | 0.76% | 85 | +1,074,695 | 227.6% | Q1 2026 | May 07, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 1,542,593 | 44,935 | 17.24% | — | 86 | +1,542,593 | New | Q1 2026 | Apr 28, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 1,506,784 | 44,517 | 16.52% | 17.62% | 87 | +11,546 | 0.77% | Q1 2026 | May 01, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 1,517,439 | 44,202 | 10.55% | 11.74% | 88 | -11,055 | -0.72% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,503,123 | 43,785 | 0.04% | 0.02% | 89 | +1,095,000 | 268.3% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,474,680 | 42,957 | 0.63% | 0.68% | 90 | +115,579 | 8.5% | Q1 2026 | May 13, 2026 |
| Vestwell Advisors, LLC | History | Added to | 1,467,221 | 42,740 | 11.71% | 6.01% | 91 | +219,329 | 17.58% | Q1 2026 | May 18, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 1,465,074 | 42,677 | 3.04% | 3.64% | 92 | -91,071 | -5.85% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,462,216 | 42,594 | 1.75% | 1.95% | 93 | +7,442 | 0.51% | Q1 2026 | Apr 21, 2026 |
| Summit Asset Management, LLC | History | Added to | 1,443,974 | 42,062 | 5.85% | 6.46% | 94 | +44,950 | 3.21% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,443,922 | 42,061 | 0.42% | 0.62% | 95 | -114,061 | -7.32% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,412,254 | 41,138 | 0.07% | 0.09% | 96 | -56,483 | -3.85% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 1,404,940 | 40,925 | 1.82% | 2.1% | 97 | +18,332 | 1.32% | Q1 2026 | May 12, 2026 |
| Goepper Burkhardt LLC | History | Added to | 1,400,063 | 40,783 | 13.63% | 14.61% | 98 | +25,347 | 1.84% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Added to | 1,386,232 | 40,380 | 1.53% | 1.65% | 99 | +190,786 | 15.96% | Q1 2026 | Apr 29, 2026 |
| Visionary Wealth Advisors | History | Added to | 1,366,994 | 39,820 | 1.76% | 1.96% | 100 | +35,181 | 2.64% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,399,455 | 39,453 | 0.02% | 0.02% | 101 | +306,567 | 28.05% | Q1 2026 | May 15, 2026 |
| Veery Capital, LLC | History | Added to | 1,350,873 | 39,350 | 12.07% | 13.19% | 102 | +33,142 | 2.52% | Q1 2026 | Apr 09, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,336,716 | 38,938 | 0.67% | 0.61% | 103 | +276,639 | 26.1% | Q1 2026 | May 07, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 1,331,148 | 38,776 | 6.13% | 6.78% | 104 | -84,778 | -5.99% | Q1 2026 | May 05, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 1,320,038 | 38,452 | 5.31% | 5.8% | 105 | +21,915 | 1.69% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,319,737 | 38,443 | 0.06% | 0.06% | 106 | +184,341 | 16.24% | Q1 2026 | May 15, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 1,291,337 | 37,616 | 17.58% | 12.33% | 107 | +502,034 | 63.6% | Q1 2026 | Apr 24, 2026 |
| Provident Wealth Management, LLC | History | Added to | 1,284,540 | 37,418 | 11.32% | 12.38% | 108 | +3,087 | 0.24% | Q1 2026 | Apr 17, 2026 |
| DRAVO BAY LLC | History | Added to | 1,275,433 | 37,153 | 15.09% | 16.45% | 109 | +61,545 | 5.07% | Q1 2026 | May 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 1,261,695 | 36,753 | 0.54% | 0.77% | 110 | -303,485 | -19.39% | Q1 2026 | Apr 09, 2026 |
| Black Diamond Financial, LLC | History | Added to | 1,260,173 | 36,708 | 4.01% | 4.03% | 111 | +88,663 | 7.57% | Q1 2026 | May 05, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 1,240,245 | 36,128 | 3.45% | 3.83% | 112 | +25,085 | 2.06% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 1,237,941 | 36,057 | 0.44% | 0.2% | 113 | +756,586 | 157.18% | Q1 2026 | May 12, 2026 |
| SK Wealth Management, LLC | History | Reduced | 1,180,825 | 34,881 | 9.68% | 10.88% | 114 | -29,902 | -2.47% | Q1 2026 | May 06, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 1,194,047 | 34,782 | 7.5% | 8.12% | 115 | +7,486 | 0.63% | Q1 2026 | May 08, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 1,190,628 | 34,691 | 8.68% | 9.64% | 116 | +12,667 | 1.08% | Q1 2026 | Apr 28, 2026 |
| NOVEM GROUP | History | Added to | 1,159,380 | 33,772 | 3.87% | 4.24% | 117 | +28,805 | 2.55% | Q1 2026 | Apr 10, 2026 |
| FLC Capital Advisors | History | Added to | 1,146,145 | 33,387 | 5.96% | 6.6% | 118 | +50,399 | 4.6% | Q1 2026 | May 01, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 1,110,191 | 32,339 | 0.26% | 0.31% | 119 | -34,992 | -3.06% | Q1 2026 | May 01, 2026 |
| Serenity Investment Advisors | History | No change | 959,764 | 31,374 | 18.32% | 18.32% | 120 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,062,326 | 30,945 | 4.0% | 4.51% | 121 | +64,363 | 6.45% | Q1 2026 | Apr 15, 2026 |
| Richardson Capital Management LLC | History | Added to | 1,044,762 | 30,433 | 14.69% | 16.69% | 122 | +25,078 | 2.46% | Q1 2026 | May 12, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 1,042,576 | 30,370 | 3.98% | 4.97% | 123 | +9,424 | 0.91% | Q1 2026 | Apr 28, 2026 |
| CRA Financial Services, LLC | History | Added to | 1,036,437 | 30,191 | 3.92% | 4.31% | 124 | +25,642 | 2.54% | Q1 2026 | Apr 09, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 1,022,063 | 29,772 | 7.19% | 8.01% | 125 | +7,657 | 0.75% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 1,010,597 | 29,438 | 0.12% | 0.13% | 126 | +38,900 | 4.0% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,007,873 | 29,359 | 0.16% | 0.2% | 127 | -67,262 | -6.26% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 898,757 | 29,317 | 0.52% | 0.52% | 128 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Invst, LLC | History | Reduced | 996,818 | 29,037 | 3.28% | 3.66% | 129 | -36,012 | -3.49% | Q1 2026 | May 13, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 986,830 | 28,746 | 8.42% | 8.34% | 130 | +146,864 | 17.48% | Q1 2026 | Apr 22, 2026 |
| Advisors Capital Management, LLC | History | Added to | 976,312 | 28,439 | 0.33% | 0.26% | 131 | +289,292 | 42.11% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 974,922 | 28,399 | 0.31% | 0.37% | 132 | -14,783 | -1.49% | Q1 2026 | Apr 20, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 972,092 | 28,317 | 13.95% | 17.73% | 133 | -78,808 | -7.5% | Q1 2026 | Apr 17, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 967,635 | 28,187 | 8.2% | 7.87% | 134 | +92,722 | 10.6% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 951,494 | 27,717 | 0.57% | 0.69% | 135 | +15,354 | 1.64% | Q1 2026 | Apr 13, 2026 |
| CERTUITY, LLC | History | Added to | 950,742 | 27,695 | 1.82% | 1.52% | 136 | +209,858 | 28.33% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 950,518 | 27,688 | 0.01% | 0.01% | 137 | +318,998 | 50.51% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 943,430 | 27,482 | 0.76% | 0.86% | 138 | -34,442 | -3.52% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 938,366 | 27,334 | 0.35% | 0.38% | 139 | +145,401 | 18.34% | Q1 2026 | May 15, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 933,002 | 27,178 | 3.76% | 4.35% | 140 | -22,485 | -2.35% | Q1 2026 | Apr 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 932,102 | 27,152 | 0.33% | 0.36% | 141 | -33,201 | -3.44% | Q1 2026 | May 06, 2026 |
| Ignite Planners, LLC | History | Reduced | 930,933 | 27,097 | 4.18% | 4.64% | 142 | -17,328 | -1.83% | Q1 2026 | Apr 17, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 917,392 | 26,723 | 1.8% | 2.01% | 143 | +26,268 | 2.95% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 916,903 | 26,709 | 0.54% | 0.61% | 144 | +2,389 | 0.26% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 913,765 | 26,617 | 0.01% | 0.01% | 145 | +73,032 | 8.69% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 913,463 | 26,609 | 0.12% | 0.16% | 146 | -118,812 | -11.51% | Q1 2026 | Apr 24, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 910,065 | 26,510 | 0.55% | 0.59% | 147 | +65,326 | 7.73% | Q1 2026 | Apr 27, 2026 |
| Capital Planning LLC | History | Added to | 906,338 | 26,401 | 8.59% | 7.18% | 148 | +117,398 | 14.88% | Q1 2026 | Apr 29, 2026 |
| Garde Capital, Inc. | History | Reduced | 901,340 | 26,256 | 1.57% | 1.77% | 149 | -16,517 | -1.8% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 876,273 | 25,525 | 0.9% | 0.98% | 150 | +22,271 | 2.61% | Q1 2026 | May 06, 2026 |
| Denver PWM, LLC | History | Reduced | 741,376 | 25,295 | 8.69% | 10.53% | 151 | -338,249 | -31.33% | Q1 2026 | May 12, 2026 |
| MOR Wealth Management, LLC | History | Added to | 865,998 | 25,226 | 11.57% | 12.88% | 152 | +1,995 | 0.23% | Q1 2026 | Apr 24, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 865,812 | 25,221 | 1.84% | 2.11% | 153 | -8,558 | -0.98% | Q1 2026 | May 05, 2026 |
| Weaver Capital Management LLC | History | Reduced | 858,729 | 25,014 | 5.43% | 5.99% | 154 | -10,730 | -1.23% | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 850,062 | 24,762 | 0.45% | 0.5% | 155 | -981 | -0.12% | Q1 2026 | Apr 10, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 848,721 | 24,723 | 0.8% | 0.72% | 156 | +153,341 | 22.05% | Q1 2026 | Apr 30, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 845,477 | 24,628 | 8.36% | 9.39% | 157 | +14,941 | 1.8% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 842,261 | 24,535 | 0.0% | 0.0% | 158 | +612,905 | 267.23% | Q1 2026 | May 12, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 749,659 | 24,453 | 8.14% | 8.14% | 159 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 835,595 | 24,340 | 1.16% | 1.6% | 160 | -176,800 | -17.46% | Q1 2026 | Apr 28, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 831,332 | 24,216 | 12.62% | 14.17% | 161 | +39,183 | 4.95% | Q1 2026 | Apr 22, 2026 |
| Steffes Financial, Ltd. | History | Added to | 817,361 | 23,809 | 12.56% | 12.65% | 162 | +74,634 | 10.05% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 726,796 | 23,707 | 0.15% | 0.14% | 163 | +87,802 | 13.74% | Q1 2026 | May 15, 2026 |
| Persium Advisors, LLC | History | Added to | 811,239 | 23,631 | 18.6% | 18.51% | 164 | +24,715 | 3.14% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 758,106 | 22,295 | 0.21% | 0.23% | 165 | +89,488 | 13.38% | Q1 2026 | Apr 07, 2026 |
| SkyOak Wealth, LLC | History | Added to | 760,537 | 22,154 | 4.06% | 4.28% | 166 | +31,081 | 4.26% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 758,117 | 22,083 | 1.36% | 1.15% | 167 | +28,269 | 3.87% | Q1 2026 | Apr 28, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 752,372 | 21,924 | 5.43% | 5.42% | 168 | +17,573 | 2.39% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 742,117 | 21,825 | 1.63% | 2.01% | 169 | -88,208 | -10.62% | Q1 2026 | Apr 27, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 668,849 | 21,818 | 5.79% | 5.79% | 170 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 747,527 | 21,775 | 10.27% | 12.95% | 171 | -263,541 | -26.07% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 747,257 | 21,767 | 0.23% | 0.14% | 172 | +566,148 | 312.6% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 744,512 | 21,687 | 1.37% | 1.58% | 173 | +17,532 | 2.41% | Q1 2026 | May 15, 2026 |
| DAGCO, INC. | History | Added to | 734,740 | 21,402 | 4.64% | 5.32% | 174 | +29,241 | 4.14% | Q1 2026 | Apr 20, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 732,765 | 21,328 | 12.2% | 13.1% | 175 | +21,853 | 3.07% | Q1 2026 | May 13, 2026 |
| Seek First Inc. | History | Added to | 732,093 | 21,325 | 15.03% | 15.83% | 176 | +28,140 | 4.0% | Q1 2026 | Apr 23, 2026 |
| Harbor Group, Inc. | History | Reduced | 731,089 | 21,296 | 3.08% | 3.6% | 177 | -6,101 | -0.83% | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 721,158 | 21,007 | 0.45% | 0.5% | 178 | +6,464 | 0.9% | Q1 2026 | May 01, 2026 |
| Oasis Advisors, LLC | History | Added to | 15,144,064 | 20,895 | 4.11% | 7.62% | 179 | +14,703,456 | 3337.08% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 713,011 | 20,770 | 0.11% | 0.14% | 180 | -100,172 | -12.32% | Q1 2026 | May 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 712,988 | 20,769 | 2.34% | 2.47% | 181 | +64,427 | 9.93% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 708,222 | 20,630 | 0.1% | 0.12% | 182 | -5,778 | -0.81% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 703,835 | 20,492 | 0.32% | 0.34% | 183 | +192,005 | 37.51% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 692,148 | 20,162 | 0.1% | 0.13% | 184 | -6,505 | -0.93% | Q1 2026 | May 04, 2026 |
| Souders Financial Advisors | History | Added to | 686,618 | 20,001 | 2.28% | 2.52% | 185 | +13,208 | 1.96% | Q1 2026 | May 04, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 685,032 | 19,954 | 3.4% | 4.64% | 186 | -122,041 | -15.12% | Q1 2026 | Apr 15, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 684,526 | 19,940 | 8.27% | 8.5% | 187 | +43,131 | 6.72% | Q1 2026 | May 06, 2026 |
| Compass Advisory Group LLC | History | Added to | 681,075 | 19,839 | 5.31% | 1.53% | 188 | +508,011 | 293.54% | Q1 2026 | Apr 21, 2026 |
| Allegheny Financial Group | History | Added to | 668,061 | 19,460 | 2.62% | 3.13% | 189 | +19,306 | 2.98% | Q1 2026 | Apr 16, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 667,041 | 19,430 | 17.06% | 19.22% | 190 | -37,509 | -5.32% | Q1 2026 | May 01, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 662,204 | 19,290 | 7.66% | 8.34% | 191 | -25,899 | -3.76% | Q1 2026 | Apr 14, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 660,428 | 19,238 | 14.05% | 12.44% | 192 | +52,154 | 8.57% | Q1 2026 | May 05, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 598,648 | 19,210 | 1.16% | 1.43% | 193 | -73,892 | -10.99% | Q1 2026 | Apr 20, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 656,440 | 19,122 | 1.11% | 1.28% | 194 | -7,140 | -1.08% | Q1 2026 | Apr 30, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 654,383 | 19,062 | 12.93% | 14.68% | 195 | -31,204 | -4.55% | Q1 2026 | May 07, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 648,232 | 18,883 | 2.74% | 3.04% | 196 | -12,489 | -1.89% | Q1 2026 | May 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 644,237 | 18,766 | 3.84% | 4.04% | 197 | +26,546 | 4.3% | Q1 2026 | May 05, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 642,994 | 18,730 | 11.69% | 8.16% | 198 | +201,216 | 45.55% | Q1 2026 | May 07, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 641,988 | 18,701 | 3.06% | 3.51% | 199 | -50,495 | -7.29% | Q1 2026 | Apr 24, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 641,955 | 18,700 | 10.24% | 13.28% | 200 | -79,966 | -11.08% | Q1 2026 | Apr 09, 2026 |
| Composition Wealth, LLC | History | Added to | 641,756 | 18,694 | 0.26% | 0.07% | 201 | +492,599 | 330.26% | Q1 2026 | Apr 08, 2026 |
| RKL Wealth Management LLC | History | Reduced | 636,897 | 18,552 | 1.67% | 1.79% | 202 | -30,140 | -4.52% | Q1 2026 | Apr 24, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 632,887 | 18,436 | 2.37% | 2.11% | 203 | +159,260 | 33.63% | Q1 2026 | Apr 27, 2026 |
| Friday Financial | History | Added to | 629,990 | 18,351 | 6.32% | 7.2% | 204 | +4,260 | 0.68% | Q1 2026 | Apr 16, 2026 |
| LCNB CORP | History | Added to | 627,528 | 18,279 | 6.14% | 6.83% | 205 | +2,428 | 0.39% | Q1 2026 | May 11, 2026 |
| Kaizen Financial Strategies | History | Added to | 554,386 | 17,812 | 7.53% | 7.82% | 206 | +10,670 | 1.96% | Q1 2026 | May 01, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 609,120 | 17,743 | 12.42% | 14.06% | 207 | +21,516 | 3.66% | Q1 2026 | Apr 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 608,656 | 17,730 | 1.73% | 1.99% | 208 | -13,899 | -2.23% | Q1 2026 | Apr 29, 2026 |
| Bogart Wealth, LLC | History | Added to | 602,548 | 17,552 | 0.68% | 0.73% | 209 | +42,824 | 7.65% | Q1 2026 | Apr 28, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 624,511 | 17,548 | 5.83% | 6.34% | 210 | +34,412 | 5.83% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 597,767 | 17,412 | 0.43% | 0.51% | 211 | -29,098 | -4.64% | Q1 2026 | Apr 29, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 597,523 | 17,405 | 2.36% | 2.7% | 212 | -1,605 | -0.27% | Q1 2026 | Apr 17, 2026 |
| FMR LLC | History | Added to | 594,175 | 17,308 | 0.0% | 0.0% | 213 | +75,958 | 14.66% | Q1 2026 | May 15, 2026 |
| Code Waechter LLC | History | Added to | 592,508 | 17,259 | 10.26% | 11.53% | 214 | +42,235 | 7.68% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 590,247 | 17,193 | 0.21% | 0.23% | 215 | +91,285 | 18.29% | Q1 2026 | Apr 23, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 590,204 | 17,192 | 10.5% | 11.26% | 216 | -4,353 | -0.73% | Q1 2026 | Apr 08, 2026 |
| Leo Wealth, LLC | History | Added to | 590,246 | 17,191 | 1.25% | 1.36% | 217 | +16,350 | 2.85% | Q1 2026 | May 05, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 581,951 | 16,952 | 2.37% | 1.51% | 218 | +257,478 | 79.35% | Q1 2026 | Apr 29, 2026 |
| Clark Wealth Partners | History | Reduced | 580,399 | 16,907 | 11.36% | 12.18% | 219 | -32,602 | -5.32% | Q1 2026 | May 11, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 572,404 | 16,674 | 3.32% | 3.61% | 220 | +41,820 | 7.88% | Q1 2026 | Apr 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 568,439 | 16,558 | 0.21% | 0.21% | 221 | +85,532 | 17.71% | Q1 2026 | May 11, 2026 |
| Payne Capital Management, LLC | History | Added to | 562,323 | 16,380 | 4.96% | 5.6% | 222 | +18,165 | 3.34% | Q1 2026 | May 08, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 553,451 | 16,122 | 6.04% | 6.76% | 223 | -21,228 | -3.69% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 553,365 | 16,119 | 0.21% | 0.24% | 224 | +34,891 | 6.73% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 552,769 | 16,102 | 0.02% | 0.02% | 225 | -12,226 | -2.16% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 549,367 | 16,003 | 0.18% | 0.22% | 226 | -43,614 | -7.36% | Q1 2026 | May 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 537,292 | 15,651 | 1.67% | 1.81% | 227 | -6,914 | -1.27% | Q1 2026 | Apr 15, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 532,783 | 15,519 | 4.2% | 1.14% | 228 | +424,983 | 394.23% | Q1 2026 | Apr 17, 2026 |
| Alpha Zero LLC | History | Added to | 528,923 | 15,407 | 7.8% | 8.79% | 229 | +35,882 | 7.28% | Q1 2026 | May 07, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 527,127 | 15,355 | 4.03% | 3.77% | 230 | -4,686 | -0.88% | Q1 2026 | May 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 526,013 | 15,322 | 1.69% | 1.75% | 231 | +48,587 | 10.18% | Q1 2026 | Apr 15, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 525,036 | 15,294 | 2.27% | 2.63% | 232 | -419,742 | -44.43% | Q1 2026 | Apr 24, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 524,137 | 15,268 | 5.33% | 6.24% | 233 | -48,922 | -8.54% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 520,220 | 15,154 | 0.03% | 0.02% | 234 | +140,959 | 37.17% | Q1 2026 | May 15, 2026 |
| Team Financial Group, LLC | History | Added to | 516,821 | 15,055 | 6.83% | 7.14% | 235 | +34,331 | 7.12% | Q1 2026 | May 01, 2026 |
| Curbstone Financial Management Corp | History | Added to | 512,255 | 14,921 | 2.85% | 3.16% | 236 | +5,992 | 1.18% | Q1 2026 | Apr 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 512,233 | 14,921 | 1.66% | 1.86% | 237 | -5,935 | -1.15% | Q1 2026 | May 01, 2026 |
| Systelligence, LLC | History | New | 509,891 | 14,853 | 2.89% | — | 238 | +509,891 | New | Q1 2026 | Apr 21, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 509,770 | 14,849 | 6.59% | 10.03% | 239 | -189,062 | -27.05% | Q1 2026 | Apr 24, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 503,670 | 14,671 | 7.83% | 8.71% | 240 | +15,464 | 3.17% | Q1 2026 | May 08, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 502,007 | 14,623 | 0.95% | 1.12% | 241 | -15,403 | -2.98% | Q1 2026 | May 07, 2026 |
| IFS Advisors, LLC | History | Added to | 500,081 | 14,567 | 7.51% | 8.14% | 242 | +19,568 | 4.07% | Q1 2026 | Apr 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 497,883 | 14,503 | 0.28% | 0.32% | 243 | +6,083 | 1.24% | Q1 2026 | Apr 14, 2026 |
| One Capital Management, LLC | History | Added to | 486,711 | 14,177 | 0.39% | 0.41% | 244 | +67,332 | 16.06% | Q1 2026 | May 12, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 484,244 | 14,106 | 2.49% | 2.76% | 245 | +17,440 | 3.74% | Q1 2026 | Apr 20, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 483,898 | 14,095 | 7.91% | 8.73% | 246 | +2,232 | 0.46% | Q1 2026 | Apr 28, 2026 |
| ProVise Management Group, LLC | History | Reduced | 478,182 | 13,929 | 1.0% | 1.14% | 247 | -12,909 | -2.63% | Q1 2026 | May 06, 2026 |
| Avior Wealth Management, LLC | History | Added to | 477,240 | 13,901 | 0.39% | 0.17% | 248 | +311,810 | 188.48% | Q1 2026 | Apr 09, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 473,498 | 13,793 | 8.78% | 9.46% | 249 | +6,545 | 1.4% | Q1 2026 | Apr 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 473,062 | 13,780 | 0.52% | 0.56% | 250 | -467 | -0.1% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 466,201 | 13,580 | 0.08% | 0.09% | 251 | +22,586 | 5.09% | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 465,888 | 13,571 | 0.76% | 0.95% | 252 | +221,361 | 90.53% | Q1 2026 | Apr 22, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 462,475 | 13,471 | 6.92% | 7.84% | 253 | +10,935 | 2.42% | Q1 2026 | Apr 21, 2026 |
| DAHRING | CUSMANO LLC | History | Reduced | 461,478 | 13,442 | 8.26% | 12.14% | 254 | -73,504 | -13.74% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 460,404 | 13,411 | 0.02% | 0.02% | 255 | +94,714 | 25.9% | Q1 2026 | May 14, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 459,831 | 13,394 | 0.96% | 1.14% | 256 | -48,168 | -9.48% | Q1 2026 | Apr 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 458,707 | 13,362 | 3.84% | 4.54% | 257 | -463 | -0.1% | Q1 2026 | Apr 13, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 455,431 | 13,266 | 2.26% | 2.58% | 258 | -8,327 | -1.8% | Q1 2026 | May 01, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 450,414 | 13,120 | 2.21% | 2.0% | 259 | +90,230 | 25.05% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 446,935 | 13,019 | 0.18% | 0.22% | 260 | -22,492 | -4.79% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 446,342 | 13,001 | 0.29% | 0.31% | 261 | +27,189 | 6.49% | Q1 2026 | May 15, 2026 |
| Prosperitas Financial LLC | History | Added to | 440,302 | 12,825 | 4.78% | 5.49% | 262 | +7,219 | 1.67% | Q1 2026 | May 15, 2026 |
| Elite Financial, Inc. | History | Reduced | 439,270 | 12,795 | 5.74% | 6.58% | 263 | -4,486 | -1.01% | Q1 2026 | May 12, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 434,601 | 12,659 | 5.43% | 6.06% | 264 | -1,074 | -0.25% | Q1 2026 | Apr 20, 2026 |
| Juno Financial Group LLC | History | Added to | 434,333 | 12,652 | 4.96% | 5.36% | 265 | +24,196 | 5.9% | Q1 2026 | May 06, 2026 |
| CVA Family Office, LLC | History | Added to | 433,488 | 12,627 | 1.33% | 1.51% | 266 | +30,481 | 7.56% | Q1 2026 | Apr 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 383,506 | 12,598 | 0.28% | 0.29% | 267 | +24,586 | 6.85% | Q1 2026 | May 04, 2026 |
| Schaeffer Financial LLC | History | Added to | 432,129 | 12,587 | 10.59% | 12.17% | 268 | +4,733 | 1.11% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 430,503 | 12,540 | 0.14% | 0.15% | 269 | +23,969 | 5.9% | Q1 2026 | Apr 28, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 425,210 | 12,386 | 2.2% | 2.47% | 270 | +16,465 | 4.03% | Q1 2026 | Apr 22, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 424,873 | 12,376 | 0.53% | 0.59% | 271 | +11,295 | 2.73% | Q1 2026 | May 11, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 377,469 | 12,313 | 15.63% | — | 272 | +377,469 | New | Q1 2026 | May 07, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 422,617 | 12,310 | 1.6% | 1.73% | 273 | -29,320 | -6.49% | Q1 2026 | Apr 10, 2026 |
| Opes Wealth Management LLC | History | Added to | 419,663 | 12,224 | 2.01% | 2.15% | 274 | +16,151 | 4.0% | Q1 2026 | Apr 28, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 373,683 | 12,189 | 0.79% | 0.79% | 275 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Accel Wealth Management | History | Added to | 411,190 | 11,977 | 3.12% | 3.64% | 276 | +3,729 | 0.92% | Q1 2026 | Apr 08, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 402,761 | 11,732 | 3.49% | 3.69% | 277 | +587 | 0.15% | Q1 2026 | Apr 20, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 401,672 | 11,700 | 1.29% | 1.43% | 278 | +10,289 | 2.63% | Q1 2026 | May 11, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 398,745 | 11,615 | 11.47% | 12.93% | 279 | -76,788 | -16.15% | Q1 2026 | May 12, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 354,388 | 11,560 | 6.03% | 6.03% | 280 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GPM Growth Investors, Inc. | History | Added to | 395,795 | 11,529 | 4.85% | 4.96% | 281 | +5,487 | 1.41% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Added to | 394,425 | 11,489 | 0.06% | 0.07% | 282 | +42,952 | 12.22% | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 391,625 | 11,408 | 0.65% | 0.67% | 283 | +48,999 | 14.3% | Q1 2026 | Apr 30, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 390,790 | 11,383 | 3.57% | 9.6% | 284 | -547,282 | -58.34% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Reduced | 385,467 | 11,228 | 0.55% | 0.62% | 285 | -5,939 | -1.52% | Q1 2026 | May 05, 2026 |
| Peak Wealth Management LLC | History | Reduced | 382,955 | 11,155 | 9.15% | 11.05% | 286 | -22,358 | -5.52% | Q1 2026 | Apr 14, 2026 |
| Powers Advisory Group, LLC | History | Added to | 382,365 | 11,138 | 3.93% | 4.45% | 287 | +19,866 | 5.48% | Q1 2026 | Apr 21, 2026 |
| Betterment LLC | History | Added to | 379,938 | 11,068 | 0.02% | 0.02% | 288 | +137,416 | 56.66% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 379,371 | 11,051 | 6.1% | 7.34% | 289 | +25,247 | 7.13% | Q1 2026 | May 11, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 377,754 | 11,003 | 3.01% | 3.21% | 290 | -2,804 | -0.74% | Q1 2026 | Apr 29, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 377,466 | 10,995 | 4.58% | 4.78% | 291 | +25,098 | 7.12% | Q1 2026 | Apr 15, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 375,933 | 10,950 | 2.46% | 2.07% | 292 | +93,030 | 32.88% | Q1 2026 | Apr 15, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 374,622 | 10,913 | 5.97% | 6.22% | 293 | -388 | -0.1% | Q1 2026 | Apr 30, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 372,605 | 10,853 | 1.24% | 1.72% | 294 | -79,271 | -17.54% | Q1 2026 | Apr 15, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 371,318 | 10,816 | 6.89% | 7.64% | 295 | +24,764 | 7.15% | Q1 2026 | Apr 27, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 369,294 | 10,757 | 13.15% | 13.51% | 296 | -16,818 | -4.36% | Q1 2026 | May 05, 2026 |
| Retirement Planning Group, LLC | History | Added to | 367,237 | 10,697 | 0.33% | 0.23% | 297 | +151,904 | 70.54% | Q1 2026 | May 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 365,315 | 10,641 | 1.12% | 1.12% | 298 | +50,411 | 16.01% | Q1 2026 | May 04, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 365,214 | 10,638 | 10.02% | 12.22% | 299 | -31,861 | -8.02% | Q1 2026 | Apr 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 364,977 | 10,631 | 0.13% | 0.14% | 300 | +36,631 | 11.16% | Q1 2026 | May 08, 2026 |