SCHWAB STRATEGIC TRUST - SCHJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,557,816 | 38,415 | 0.01% | 0.0% | 1 | +1,171,609 | 303.36% | Q2 2026 | Sep 23, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 746,160 | 18,400 | 12.2% | 10.17% | 2 | +3,637 | 0.49% | Q2 2026 | Aug 13, 2026 |
| HARTLINE INVESTMENT CORP/ | History | Added to | 741,444 | 18,284 | 1.59% | 1.74% | 3 | +101,119 | 15.79% | Q2 2026 | Jul 28, 2026 |
| ALLSTATE CORP | History | New | 721,760 | 17,798 | 0.18% | — | 4 | +721,760 | New | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 456,337 | 11,253 | 0.01% | 0.01% | 5 | +67,543 | 17.37% | Q2 2026 | Aug 12, 2026 |
| Columbus Macro, LLC | History | Added to | 418,460 | 10,319 | 1.0% | 1.09% | 6 | +6,497 | 1.58% | Q2 2026 | Jul 22, 2026 |
| White Wing Wealth Management | History | Reduced | 417,474 | 10,294 | 5.37% | 6.93% | 7 | -49,344 | -10.57% | Q2 2026 | Jul 08, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 416,772 | 10,277 | 3.76% | 3.91% | 8 | +43,236 | 11.57% | Q2 2026 | Jul 22, 2026 |
| LPL Financial LLC | History | Added to | 412,877 | 10,181 | 0.0% | 0.0% | 9 | +356,706 | 635.04% | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 346,191 | 8,537 | 2.28% | 2.8% | 10 | +5,945 | 1.75% | Q2 2026 | Jul 23, 2026 |
| SlateStone Wealth, LLC | History | Added to | 321,351 | 7,925 | 0.61% | 0.65% | 11 | +1,563 | 0.49% | Q2 2026 | Jul 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 305,331 | 7,529 | 0.0% | 0.0% | 12 | +17,629 | 6.13% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 301,188 | 7,427 | 0.23% | 0.25% | 13 | +7,553 | 2.57% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 272,850 | 6,728 | 0.01% | — | 14 | +272,850 | New | Q2 2026 | Aug 07, 2026 |
| FF Advisors,LLC | History | Added to | 264,253 | 6,516 | 2.44% | 1.4% | 15 | +125,058 | 89.84% | Q2 2026 | Jul 29, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 244,346 | 6,025 | 0.69% | 0.75% | 16 | +28,596 | 13.25% | Q2 2026 | Aug 04, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 218,661 | 5,392 | 1.47% | 1.53% | 17 | +6,111 | 2.88% | Q2 2026 | Jul 31, 2026 |
| Waverly Advisors, LLC | History | Added to | 205,206 | 5,060 | 0.03% | 0.03% | 18 | +16,768 | 8.9% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 186,597 | 4,601 | 0.0% | 0.01% | 19 | -8,705 | -4.46% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 186,053 | 4,588 | 0.0% | 0.0% | 20 | +185,844 | 88920.57% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 167,948 | 4,146 | 0.0% | 0.0% | 21 | +114,529 | 214.4% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 165,267 | 4,075 | 0.04% | 0.05% | 22 | -2,054 | -1.23% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 162,493 | 4,007 | 0.0% | — | 23 | +162,493 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 156,918 | 3,869 | 0.01% | 0.02% | 24 | -20,576 | -11.59% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 154,856 | 3,800 | 0.01% | 0.01% | 25 | -5,966 | -3.71% | Q2 2026 | Jul 15, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Added to | 145,694 | 3,592 | 3.31% | 3.68% | 26 | +2,294 | 1.6% | Q2 2026 | Jul 08, 2026 |
| White & Co Financial Planning Inc | History | Added to | 141,293 | 3,484 | 2.16% | 2.09% | 27 | +20,775 | 17.24% | Q2 2026 | Jul 15, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Added to | 124,377 | 3,067 | 2.19% | 2.48% | 28 | +3,463 | 2.86% | Q2 2026 | Jul 08, 2026 |
| Summit Financial, LLC | History | Added to | 123,402 | 3,043 | 0.03% | 0.04% | 29 | +8,354 | 7.26% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 113,223 | 2,792 | 0.0% | 0.0% | 30 | -11,374 | -9.13% | Q2 2026 | Aug 19, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 111,130 | 2,740 | 0.01% | 0.01% | 31 | +29,890 | 36.79% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 95,218 | 2,348 | 0.01% | — | 32 | +95,218 | New | Q2 2026 | Jul 20, 2026 |
| Layline Advisors, LLC | History | Added to | 89,830 | 2,215 | 1.99% | 2.05% | 33 | +15,837 | 21.4% | Q2 2026 | Aug 20, 2026 |
| Creative Planning | History | Added to | 84,322 | 2,079 | 0.0% | 0.0% | 34 | +7,106 | 9.2% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 83,507 | 2,059 | 0.02% | 0.02% | 35 | +5,961 | 7.69% | Q2 2026 | Aug 14, 2026 |
| MONEYWISE, INC. | History | Added to | 82,313 | 2,029 | 0.76% | 0.66% | 36 | +21,132 | 34.54% | Q2 2026 | Jul 21, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 79,747 | 1,966 | 0.43% | 0.54% | 37 | -3,566 | -4.28% | Q2 2026 | Aug 12, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 78,990 | 1,947 | 0.36% | 0.4% | 38 | -131 | -0.17% | Q2 2026 | Jul 17, 2026 |
| Rossby Financial, LCC | History | Added to | 78,377 | 1,932 | 0.35% | 0.32% | 39 | +15,327 | 24.31% | Q2 2026 | Aug 04, 2026 |
| First Financial Group Corp | History | Reduced | 70,070 | 1,727 | 1.25% | 1.47% | 40 | -2,940 | -4.03% | Q2 2026 | Jul 15, 2026 |
| Altiora Financial Group, LLC | History | No change | 69,420 | 1,711 | 0.27% | 0.28% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essex LLC | History | Reduced | 69,134 | 1,704 | 0.26% | 0.31% | 42 | -2,437 | -3.41% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | Reduced | 68,658 | 1,693 | 0.0% | 0.0% | 43 | -20,118 | -22.66% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 67,476 | 1,664 | 0.0% | — | 44 | +67,476 | New | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 59,930 | 1,477 | 0.02% | 0.02% | 45 | +3,347 | 5.92% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 56,710 | 1,398 | 0.03% | 0.03% | 46 | +369 | 0.65% | Q2 2026 | Aug 14, 2026 |
| Monetary Solutions, Ltd | History | Added to | 51,630 | 1,273 | 1.1% | 1.23% | 47 | +44 | 0.09% | Q2 2026 | Jul 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 51,397 | 1,267 | 0.0% | 0.0% | 48 | +4,084 | 8.63% | Q2 2026 | Aug 14, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 47,552 | 1,172 | 0.13% | 0.18% | 49 | -7,406 | -13.48% | Q2 2026 | Aug 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 41,925 | 1,033 | 0.71% | 0.53% | 50 | +14,725 | 54.14% | Q2 2026 | Jul 24, 2026 |
| IMA Advisory Services, Inc. | History | New | 41,048 | 1,012 | 0.06% | — | 51 | +41,048 | New | Q2 2026 | Aug 10, 2026 |
| Calamos Advisors LLC | History | Reduced | 38,140 | 940 | 0.0% | 0.0% | 52 | -5,448 | -12.5% | Q2 2026 | Jul 31, 2026 |
| Coordinated Financial Services, Inc. | History | No change | 36,893 | 912 | 0.52% | 0.52% | 53 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | Added to | 36,619 | 903 | 0.02% | 0.02% | 54 | +7,522 | 25.85% | Q2 2026 | Aug 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 35,453 | 874 | 0.08% | 0.09% | 55 | -25 | -0.07% | Q2 2026 | Aug 11, 2026 |
| Napier Financial, LLC | History | Added to | 34,740 | 856 | 0.18% | 0.16% | 56 | +7,215 | 26.21% | Q2 2026 | Jul 31, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 34,477 | 850 | 0.06% | 0.06% | 57 | +6,677 | 24.02% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 34,466 | 849 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seek First Inc. | History | Added to | 34,109 | 841 | 0.53% | 0.59% | 59 | +376 | 1.11% | Q2 2026 | Jul 28, 2026 |
| VILLERE ST DENIS J & CO LLC | History | New | 33,711 | 831 | 0.1% | — | 60 | +33,711 | New | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 31,769 | 783 | 0.01% | 0.01% | 61 | -2,408 | -7.05% | Q2 2026 | Jul 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 26,743 | 659 | 0.0% | 0.0% | 62 | -134,129 | -83.38% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 26,246 | 647 | 0.0% | — | 63 | +26,246 | New | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 24,538 | 605 | 0.0% | 0.0% | 64 | +3,684 | 17.67% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 24,036 | 592 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roundview Capital LLC | History | No change | 23,676 | 583 | 0.03% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 23,574 | 581 | 0.0% | 0.0% | 67 | +4,967 | 26.69% | Q2 2026 | Jul 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 22,675 | 559 | 0.02% | 0.02% | 68 | -74 | -0.33% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 22,462 | 553 | 0.0% | — | 69 | +22,462 | New | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 21,663 | 535 | 0.0% | 0.0% | 70 | +20,566 | 1874.75% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 21,494 | 530 | 0.0% | — | 72 | +21,494 | New | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | Added to | 21,529 | 530 | 0.0% | 0.0% | 71 | +20,036 | 1342.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 20,993 | 517 | 0.0% | 0.0% | 73 | +2,105 | 11.14% | Q2 2026 | Aug 06, 2026 |
| RCS Financial Planning, LLC | History | Added to | 20,083 | 495 | 0.23% | 0.25% | 74 | +842 | 4.38% | Q2 2026 | Jul 22, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 19,650 | 484 | 0.08% | 0.09% | 75 | -1,330 | -6.34% | Q2 2026 | Jul 24, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | Reduced | 19,604 | 483 | 0.32% | 0.35% | 76 | -367 | -1.84% | Q2 2026 | Jul 10, 2026 |
| Steele Capital Management, Inc. | History | Added to | 19,214 | 473 | 0.02% | 0.02% | 77 | +1,950 | 11.3% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 19,002 | 468 | 0.0% | 0.0% | 78 | +8,027 | 73.14% | Q2 2026 | Sep 08, 2026 |
| Charles Schwab Trust Co | History | Reduced | 18,804 | 463 | 0.03% | 0.03% | 79 | -1,847 | -8.94% | Q2 2026 | Jul 10, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 18,203 | 448 | 0.18% | 0.21% | 80 | -1,146 | -5.92% | Q2 2026 | Jul 14, 2026 |
| WBH ADVISORY INC | History | New | 17,411 | 429 | 0.03% | — | 81 | +17,411 | New | Q2 2026 | Aug 05, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 17,380 | 428 | 0.11% | 0.13% | 82 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 16,438 | 405 | 0.0% | 0.0% | 83 | -8,351 | -33.69% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,669 | 386 | 0.0% | 0.0% | 84 | +1,111 | 7.63% | Q2 2026 | Jul 29, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | Reduced | 15,618 | 385 | 0.12% | 0.14% | 85 | -635 | -3.91% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,190 | 374 | 0.0% | 0.0% | 86 | +1,031 | 7.28% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 14,481 | 357 | 0.01% | 0.01% | 87 | +1,942 | 15.49% | Q2 2026 | Aug 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 13,995 | 345 | 0.0% | 0.0% | 88 | -2,102 | -13.06% | Q2 2026 | Jul 27, 2026 |
| Lodestone Wealth Management LLC | History | No change | 13,870 | 342 | 0.12% | 0.14% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NorthRock Partners, LLC | History | New | 13,695 | 337 | 0.0% | — | 90 | +13,695 | New | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 13,583 | 334 | 0.0% | — | 91 | +13,583 | New | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 13,075 | 322 | 0.01% | — | 92 | +13,075 | New | Q2 2026 | Jul 17, 2026 |
| FDx Advisors, Inc. | History | Reduced | 13,010 | 321 | 0.1% | 0.1% | 93 | -82 | -0.63% | Q2 2026 | Aug 04, 2026 |
| Team Financial Group, LLC | History | Added to | 12,806 | 315 | 0.13% | 0.06% | 94 | +7,280 | 131.74% | Q2 2026 | Jul 10, 2026 |
| SouthState Bank Corp | History | Added to | 12,515 | 308 | 0.01% | 0.01% | 95 | +4,058 | 47.98% | Q2 2026 | Aug 06, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 12,255 | 302 | 0.06% | 0.08% | 96 | -1,414 | -10.34% | Q2 2026 | Aug 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 11,981 | 295 | 0.03% | 0.04% | 97 | +18 | 0.15% | Q2 2026 | Jul 09, 2026 |
| World Investment Advisors | History | New | 11,505 | 283 | 0.0% | — | 98 | +11,505 | New | Q2 2026 | Aug 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 11,472 | 282 | 0.01% | 0.01% | 99 | +93 | 0.82% | Q2 2026 | Jul 09, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 11,220 | 277 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 10,776 | 265 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Valtinson Bruner Financial Planning LLC | History | New | 9,968 | 245 | 0.06% | — | 102 | +9,968 | New | Q2 2026 | Aug 03, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 9,472 | 233 | 0.14% | 0.16% | 103 | +259 | 2.81% | Q2 2026 | Aug 07, 2026 |
| Northstar Advisory Group, LLC | History | No change | 9,343 | 230 | 0.07% | 0.09% | 104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OPPENHEIMER & CO INC | History | New | 9,321 | 229 | 0.0% | — | 105 | +9,321 | New | Q2 2026 | Aug 03, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 9,240 | 227 | 0.03% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brookstone Capital Management | History | New | 9,165 | 226 | 0.0% | — | 107 | +9,165 | New | Q2 2026 | Jul 15, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,882 | 218 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KWMG, LLC | History | New | 8,693 | 214 | 0.02% | — | 109 | +8,693 | New | Q2 2026 | Jul 08, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 8,500 | 209 | 0.07% | 0.07% | 110 | +1,500 | 21.43% | Q2 2026 | Aug 03, 2026 |
| Worth Asset Management, LLC | History | New | 8,395 | 207 | 0.07% | — | 111 | +8,395 | New | Q2 2026 | Jul 08, 2026 |
| Abacus Wealth Partners, LLC | History | New | 8,157 | 201 | 0.02% | — | 112 | +8,157 | New | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,000 | 172 | 0.0% | 0.0% | 113 | +5,000 | 250.0% | Q2 2026 | Aug 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 6,750 | 166 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Added to | 6,470 | 159 | 0.0% | 0.0% | 115 | +1,474 | 29.5% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 6,280 | 154 | 0.01% | — | 116 | +6,280 | New | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 5,998 | 147 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,058 | 124 | 0.0% | 0.0% | 118 | -495 | -8.91% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,599 | 113 | 0.0% | 0.0% | 119 | +538 | 13.25% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 4,436 | 109 | 0.0% | 0.0% | 120 | +3,636 | 454.5% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 3,051 | 75 | 0.0% | — | 121 | +3,051 | New | Q2 2026 | Aug 12, 2026 |
| HOWE & RUSLING INC | History | No change | 2,686 | 66 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,600 | 64 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ancora Advisors LLC | History | No change | 2,602 | 64 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 2,027 | 49 | 0.0% | — | 125 | +2,027 | New | Q2 2026 | Aug 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,964 | 48 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | New | 1,622 | 39 | 0.0% | — | 127 | +1,622 | New | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,574 | 38 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,574 | 38 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,456 | 35 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fairscale Capital, LLC | History | No change | 1,449 | 35 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1,400 | 34 | 0.0% | — | 133 | +1,400 | New | Q2 2026 | Aug 13, 2026 |
| Hamilton Point Investment Advisors, LLC | History | New | 1,380 | 34 | 0.0% | — | 132 | +1,380 | New | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 1,074 | 26 | 0.0% | — | 134 | +1,074 | New | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | New | 1,005 | 24 | 0.0% | — | 136 | +1,005 | New | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,000 | 24 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MidFirst Bank | History | No change | 925 | 22 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | New | 824 | 20 | 0.0% | — | 139 | +824 | New | Q2 2026 | Aug 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 832 | 20 | 0.01% | 0.03% | 138 | -731 | -46.77% | Q2 2026 | Aug 17, 2026 |
| Piscataqua Savings Bank | History | No change | 711 | 17 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Global Retirement Partners, LLC | History | New | 417 | 10 | 0.0% | — | 142 | +417 | New | Q2 2026 | Aug 06, 2026 |
| Breakwater Investment Management | History | No change | 406 | 10 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 400 | 9 | 0.0% | 0.0% | 144 | -1,009 | -71.61% | Q2 2026 | Aug 03, 2026 |
| Anchor Investment Management, LLC | History | New | 384 | 9 | 0.0% | — | 145 | +384 | New | Q2 2026 | Sep 15, 2026 |
| Silicon Valley Capital Partners | History | Added to | 382 | 9 | 0.0% | 0.0% | 143 | +4 | 1.06% | Q2 2026 | Sep 21, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 300 | 7 | 0.0% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | New | 274 | 6 | 0.0% | — | 147 | +274 | New | Q2 2026 | Aug 07, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 229 | 5 | 0.0% | — | 149 | +229 | New | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 232 | 5 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 189 | 4 | 0.0% | 0.0% | 150 | -498 | -72.49% | Q2 2026 | Aug 03, 2026 |
| LifeSteps Financial, Inc. | History | New | 200 | 4 | 0.0% | — | 151 | +200 | New | Q2 2026 | Jul 17, 2026 |
| CWM, LLC | History | No change | 157 | 3 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 62 | 1 | 0.0% | 0.0% | 153 | -14 | -18.42% | Q2 2026 | Jul 30, 2026 |
| Victrix Investment Advisors | History | Closed out | 0 | 0 | — | 0.7% | — | -78,322 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -24,279 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.02% | — | -23,674 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Corient Private Wealth LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,293 | -100.0% | Q2 2026 | Aug 27, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,040 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JDM Financial Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,012 | -100.0% | Q2 2026 | Aug 17, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,338 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |