SCHWAB STRATEGIC TRUST - SCHI
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,768,676 | 198,522 | 0.3% | 0.3% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RiverFront Investment Group, LLC | History | No change | 8,486,796 | 192,141 | 2.54% | 2.54% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,236,543 | 163,835 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,491,146 | 56,399 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 1,839,862 | 41,654 | 0.42% | 0.42% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,302,835 | 29,500 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,249,967 | 28,299 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 1,153,981 | 26,126 | 1.69% | 1.69% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Permanens Capital L.P. | History | No change | 1,099,967 | 24,903 | 2.56% | 2.56% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,008,679 | 22,836 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 859,621 | 19,461 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 743,980 | 16,844 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| L2 Asset Management, LLC | History | No change | 665,705 | 15,071 | 1.57% | 1.57% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 652,028 | 14,761 | 2.51% | 2.51% | 14 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 559,090 | 12,657 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 521,044 | 11,796 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Charles Schwab Trust Co | History | No change | 520,480 | 11,783 | 0.66% | 0.66% | 17 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 504,007 | 11,410 | 3.11% | 3.11% | 18 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 473,448 | 10,718 | 2.66% | 2.66% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 438,376 | 9,924 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 428,440 | 9,699 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| White & Co Financial Planning Inc | History | No change | 427,382 | 9,675 | 5.99% | 5.99% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FF Advisors,LLC | History | No change | 400,463 | 9,066 | 3.4% | 3.4% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WT Wealth Management | History | No change | 385,866 | 8,735 | 2.42% | 2.42% | 24 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kaizen Financial Strategies | History | No change | 370,730 | 8,352 | 2.71% | 2.71% | 25 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | No change | 359,320 | 8,135 | 0.09% | 0.09% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Systelligence, LLC | History | No change | 306,397 | 6,936 | 1.16% | 1.16% | 27 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 305,466 | 6,915 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank of New Hampshire | History | No change | 247,289 | 5,598 | 1.17% | 1.17% | 29 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 237,072 | 5,367 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prairiewood Capital, LLC | History | No change | 231,821 | 5,248 | 1.36% | 1.36% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | No change | 230,538 | 5,219 | 0.1% | 0.1% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 226,820 | 5,157 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arrowroot Family Office, LLC | History | No change | 225,877 | 5,113 | 1.46% | 1.46% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Madden Advisory Services, Inc. | History | No change | 224,990 | 5,093 | 1.83% | 1.83% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 223,442 | 5,058 | 0.49% | 0.49% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 206,595 | 4,677 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seek First Inc. | History | No change | 187,106 | 4,236 | 2.67% | 2.67% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 184,358 | 4,173 | 0.38% | 0.38% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthspire Advisors, LLC | History | No change | 179,763 | 4,069 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 178,300 | 4,036 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | No change | 168,012 | 3,803 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DecisionPoint Financial, LLC | History | No change | 161,284 | 3,633 | 0.67% | 0.67% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 151,731 | 3,435 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 142,982 | 3,237 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Entelevest, LLC | History | No change | 142,993 | 3,237 | 2.77% | 2.77% | 46 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WFA of San Diego, LLC | History | No change | 144,644 | 3,227 | 2.64% | 2.64% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | No change | 138,562 | 3,137 | 2.24% | 2.24% | 48 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 128,065 | 2,899 | 1.07% | 1.07% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 125,541 | 2,842 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 124,052 | 2,808 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 121,017 | 2,739 | 0.78% | 0.78% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | No change | 116,167 | 2,632 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 113,587 | 2,571 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 111,528 | 2,524 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | No change | 107,669 | 2,437 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 105,914 | 2,397 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Citizens National Bank Trust Department | History | No change | 95,812 | 2,169 | 0.32% | 0.32% | 58 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Equitable Holdings, Inc. | History | No change | 93,910 | 2,126 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Essex LLC | History | No change | 89,747 | 2,031 | 0.31% | 0.31% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 88,144 | 1,995 | 0.17% | 0.17% | 61 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bestgate Wealth Advisors, LLC | History | No change | 82,682 | 1,871 | 2.98% | 2.98% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 81,343 | 1,841 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 78,831 | 1,784 | 0.98% | 0.98% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 78,315 | 1,773 | 0.39% | 0.39% | 65 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MORGAN STANLEY | History | No change | 77,621 | 1,757 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 74,026 | 1,675 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 73,777 | 1,670 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Caitlin John, LLC | History | No change | 72,227 | 1,635 | 0.89% | 0.89% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 72,090 | 1,632 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 70,603 | 1,598 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CreativeOne Wealth, LLC | History | No change | 69,528 | 1,574 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 68,074 | 1,541 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Advisors Capital Management, LLC | History | No change | 63,928 | 1,447 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 60,279 | 1,364 | 0.14% | 0.14% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 57,610 | 1,304 | 0.55% | 0.55% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Asset Management, LLC | History | No change | 54,856 | 1,241 | 0.4% | 0.4% | 77 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 53,631 | 1,214 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sculati Wealth Management, LLC | History | No change | 54,113 | 1,214 | 0.4% | 0.4% | 79 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 49,629 | 1,123 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Main Street Research LLC | History | No change | 46,488 | 1,052 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 46,135 | 1,033 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | No change | 45,298 | 1,025 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Focus Partners Wealth | History | No change | 45,141 | 1,022 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 43,648 | 988 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 42,480 | 961 | 0.24% | 0.24% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 39,619 | 896 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 39,305 | 889 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 38,308 | 867 | 0.19% | 0.19% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 39,295 | 842 | 0.15% | 0.15% | 90 | +4,013 | 11.37% | Q3 2026 | Oct 05, 2026 |
| FMR LLC | History | No change | 36,062 | 816 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 34,644 | 784 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 34,232 | 775 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sigma Planning Corp | History | No change | 31,313 | 708 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 30,987 | 701 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Facet Wealth, Inc. | History | No change | 30,683 | 694 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 30,577 | 692 | 0.21% | 0.21% | 97 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Keeler Thomas Management LLC | History | No change | 29,925 | 677 | 0.24% | 0.24% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | No change | 29,320 | 663 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 28,199 | 638 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vident Advisory, LLC | History | No change | 28,026 | 634 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 27,921 | 632 | 0.25% | 0.25% | 102 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 27,499 | 622 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 27,075 | 612 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 26,959 | 610 | 0.08% | 0.08% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joule Financial, LLC | History | No change | 25,325 | 573 | 0.16% | 0.16% | 106 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 24,247 | 548 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 24,119 | 546 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 24,059 | 545 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 23,656 | 535 | 0.11% | 0.11% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EP Wealth Advisors, LLC | History | No change | 23,210 | 525 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 23,167 | 524 | 0.1% | 0.1% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 21,609 | 489 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 21,536 | 487 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 20,733 | 469 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Valmark Advisers, Inc. | History | No change | 20,256 | 458 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ceeto Capital Group, LLC | History | No change | 20,000 | 453 | 0.12% | 0.12% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Wealth Management LLC | History | No change | 20,000 | 452 | 0.18% | 0.18% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Andina Capital Management, LLC | History | No change | 19,886 | 450 | 0.73% | 0.73% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Forum Financial Management, LP | History | No change | 19,821 | 448 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Asset Allocation Strategies LLC | History | No change | 19,591 | 443 | 0.07% | 0.07% | 121 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Betterment LLC | History | No change | 19,537 | 442 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capstone Wealth Management Group, Inc. | History | No change | 18,800 | 425 | 0.26% | 0.26% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 18,697 | 423 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 17,532 | 396 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 16,990 | 384 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FC Advisory LLC | History | Added to | 17,845 | 382 | 0.1% | 0.11% | 127 | +39 | 0.22% | Q3 2026 | Oct 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 16,512 | 373 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 16,495 | 373 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 16,381 | 370 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 16,235 | 367 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, LLC | History | No change | 15,840 | 359 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 14,495 | 327 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quartz Partners, LLC | History | No change | 14,375 | 325 | 0.11% | 0.11% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 14,293 | 323 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steelhead Wealth Management LLC | History | No change | 14,187 | 321 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 14,083 | 318 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 14,065 | 318 | 0.2% | 0.2% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IEQ CAPITAL, LLC | History | No change | 13,809 | 312 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 13,497 | 305 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 13,300 | 301 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor Resource Council | History | No change | 13,215 | 298 | 0.08% | 0.08% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CERTUITY, LLC | History | No change | 13,124 | 297 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONECO ADVISORS, LLC | History | No change | 13,045 | 295 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schaeffer Financial LLC | History | No change | 12,786 | 289 | 0.22% | 0.22% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| XTX Topco Ltd | History | No change | 12,750 | 288 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 12,450 | 281 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 12,433 | 281 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | No change | 12,309 | 278 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 12,185 | 275 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 12,013 | 271 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 12,000 | 271 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Forward, LLC | History | No change | 11,799 | 267 | 0.13% | 0.13% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 11,507 | 260 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 11,239 | 254 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PFG Investments, LLC | History | No change | 10,827 | 245 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,801 | 244 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guardian Financial Partners, LLC | History | No change | 10,781 | 244 | 0.09% | 0.09% | 158 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Trilogy Capital Inc. | History | No change | 10,568 | 239 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Quantinno Capital Management LP | History | No change | 10,546 | 238 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 10,365 | 234 | 0.1% | 0.1% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 10,329 | 233 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SouthState Bank Corp | History | No change | 10,158 | 229 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HBK Sorce Advisory LLC | History | No change | 10,120 | 225 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,868 | 223 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concord Wealth Partners | History | No change | 9,852 | 223 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 9,820 | 222 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| US BANCORP \DE\ | History | No change | 9,785 | 221 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 9,655 | 219 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Selective Wealth Management, Inc. | History | No change | 9,731 | 218 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BRIGHTON JONES LLC | History | No change | 9,483 | 214 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sovran Advisors, LLC | History | No change | 9,607 | 214 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Independent Advisor Alliance | History | No change | 9,424 | 213 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,443 | 213 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 9,199 | 208 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 9,209 | 207 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 8,881 | 201 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,572 | 194 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 7,045 | 159 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 6,714 | 152 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 6,704 | 151 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| North Star Investment Management Corp. | History | No change | 6,589 | 149 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Piscataqua Savings Bank | History | No change | 6,263 | 141 | 0.1% | 0.1% | 183 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 5,909 | 133 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 4,772 | 108 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Allworth Financial LP | History | No change | 4,716 | 106 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glassman Wealth Services | History | No change | 4,450 | 100 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 4,345 | 98 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 4,100 | 92 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 4,097 | 92 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 3,958 | 90 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IMA Advisory Services, Inc. | History | No change | 3,773 | 85 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 3,333 | 75 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,170 | 71 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MilWealth Group LLC | History | No change | 3,118 | 70 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,962 | 67 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,962 | 67 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFS Partners, LLC | History | No change | 2,947 | 66 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Addison Advisors LLC | History | No change | 2,875 | 65 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 2,832 | 64 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fairscale Capital, LLC | History | No change | 2,749 | 62 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,655 | 60 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 2,550 | 57 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Burk Holdings LLC | History | No change | 2,431 | 55 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,252 | 50 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 2,214 | 50 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 2,175 | 49 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 2,160 | 48 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 2,040 | 46 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Trust Asset Management, LLC | History | No change | 2,000 | 45 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 1,868 | 42 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 1,829 | 41 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GODSEY & GIBB, INC | History | No change | 1,633 | 36 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MCF Advisors LLC | History | No change | 1,561 | 35 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,562 | 35 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 1,498 | 33 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sankala Group LLC | History | No change | 1,475 | 32 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,378 | 31 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mosley Wealth Management | History | No change | 1,262 | 28 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,213 | 27 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CDKV HOLDINGS LLC | History | No change | 1,164 | 26 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Robinswood Financial LLC | History | No change | 1,102 | 24 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,038 | 23 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Daytona Street Capital LLC | History | No change | 1,050 | 23 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,000 | 22 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 965 | 21 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| CrossGen Wealth, LLC | History | No change | 956 | 21 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bangor Savings Bank | History | No change | 870 | 19 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 721 | 16 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 703 | 15 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Spire Wealth Management | History | No change | 699 | 15 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Capital Management Investments LLC | History | No change | 641 | 14 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 607 | 13 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 545 | 12 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | No change | 567 | 12 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Olistico Wealth, LLC | History | New | 549 | 11 | 0.0% | — | 236 | +549 | New | Q3 2026 | Oct 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 468 | 10 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 385 | 8 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 310 | 7 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 329 | 7 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 298 | 6 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 267 | 6 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 270 | 6 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 274 | 6 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 282 | 6 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Founders Financial Alliance, LLC | History | No change | 244 | 5 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crewe Advisors LLC | History | No change | 192 | 4 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Management Professionals, Inc. | History | No change | 140 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Anchor Investment Management, LLC | History | No change | 175 | 3 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 176 | 3 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Markowski Investments | History | No change | 173 | 3 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 96 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | No change | 129 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Salomon & Ludwin, LLC | History | No change | 117 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Go Invest LLC | History | No change | 89 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 64 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 56 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parkside Financial Bank & Trust | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wagner Wealth Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Planning Group LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Activest Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GAMMA Investing LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Basepoint Wealth LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atomic Invest LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |