SCHWAB STRATEGIC TRUST - SCHK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | No change | 41,923,365 | 1,511,756 | 2.68% | 2.68% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 6,518,923 | 235,072 | 14.31% | 14.31% | 2 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Legacy Wealth Management, LLC | History | No change | 5,848,312 | 210,890 | 11.03% | 11.03% | 3 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 4,837,047 | 174,423 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 3,852,974 | 138,938 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Warwick Investment Management, Inc. | History | No change | 3,585,472 | 129,292 | 14.51% | 14.51% | 6 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 2,144,798 | 77,341 | 3.83% | 3.83% | 7 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 1,308,887 | 47,198 | 12.73% | 12.73% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plum Street Advisors, LLC | History | No change | 670,890 | 24,192 | 7.73% | 7.73% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 573,808 | 20,691 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FreeGulliver LLC | History | No change | 483,033 | 17,418 | 6.14% | 6.14% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 466,270 | 16,813 | 1.08% | 1.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 450,207 | 16,234 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 378,027 | 13,631 | 8.46% | 8.46% | 14 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 258,451 | 9,319 | 1.22% | 1.22% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 247,609 | 8,928 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 190,089 | 6,854 | 4.64% | 4.64% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | No change | 185,500 | 6,689 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 171,106 | 6,170 | 0.09% | 0.09% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 158,842 | 5,727 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 124,797 | 4,632 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 116,778 | 4,250 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 116,446 | 4,198 | 2.09% | 2.09% | 23 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Donor Advised Charitable Giving, Inc. | History | No change | 115,563 | 4,167 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MAI Capital Management | History | No change | 109,552 | 3,950 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 105,150 | 3,791 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Visionary Wealth Advisors | History | No change | 102,670 | 3,702 | 0.15% | 0.15% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | New | 94,101 | 3,449 | 0.3% | — | 28 | +94,101 | New | Q3 2026 | Oct 01, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 93,807 | 3,382 | 0.26% | 0.26% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 93,749 | 3,380 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 88,333 | 3,185 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 87,022 | 3,138 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 85,404 | 3,079 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | No change | 83,747 | 3,019 | 1.5% | 1.5% | 34 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 82,447 | 2,973 | 0.34% | 0.34% | 35 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cetera Investment Advisers | History | No change | 81,847 | 2,951 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 77,899 | 2,809 | 0.46% | 0.46% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bawa N Mallick Trust | History | No change | 77,416 | 2,791 | 0.9% | 0.9% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 77,113 | 2,780 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 77,113 | 2,780 | 0.16% | 0.16% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 69,794 | 2,516 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 61,008 | 2,199 | 0.19% | 0.19% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 58,554 | 2,111 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESPAC Advisors, LLC | History | No change | 57,078 | 2,058 | 1.0% | 1.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 54,381 | 1,960 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 49,000 | 1,766 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | No change | 46,325 | 1,670 | 0.8% | 0.8% | 47 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 43,505 | 1,568 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gemmer Asset Management LLC | History | No change | 41,222 | 1,486 | 0.1% | 0.1% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Richardson Capital Management LLC | History | No change | 39,620 | 1,428 | 0.61% | 0.61% | 50 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Diversified Trust Co | History | No change | 39,576 | 1,427 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Everhart Financial Group, Inc. | History | No change | 39,519 | 1,425 | 0.09% | 0.09% | 52 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Lido Advisors, LLC | History | No change | 38,554 | 1,390 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wolfstich Capital, LLC | History | No change | 86,462 | 1,388 | 1.07% | 1.07% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 38,470 | 1,387 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 37,873 | 1,365 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 37,863 | 1,365 | 0.57% | 0.57% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 37,069 | 1,336 | 0.57% | 0.57% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Catalyst Investment Management LLC | History | No change | 36,986 | 1,333 | 1.21% | 1.21% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SigFig Wealth Management, LLC | History | No change | 35,494 | 1,270 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 35,009 | 1,262 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 34,973 | 1,261 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opulen Financial Group LLC | History | No change | 34,672 | 1,250 | 0.79% | 0.79% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BIP Wealth, LLC | History | No change | 33,221 | 1,197 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 30,670 | 1,105 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avant Capital LLC | History | No change | 30,085 | 1,084 | 0.68% | 0.68% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 29,021 | 1,046 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 28,252 | 1,018 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 28,107 | 1,013 | 0.3% | 0.3% | 69 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 27,884 | 1,005 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arax Advisory Partners | History | No change | 27,038 | 974 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 26,739 | 964 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| One Capital Management, LLC | History | No change | 30,673 | 960 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Veracity Capital LLC | History | No change | 26,143 | 942 | 0.25% | 0.25% | 74 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BROWN ADVISORY INC | History | No change | 26,000 | 937 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 25,936 | 935 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 25,270 | 911 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quantinno Capital Management LP | History | No change | 25,124 | 905 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 24,196 | 887 | 0.18% | 0.18% | 79 | +20 | 0.08% | Q3 2026 | Oct 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 24,509 | 883 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R2 Capital Strategies, LLC | History | No change | 24,261 | 874 | 0.4% | 0.4% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 23,959 | 863 | 0.11% | 0.11% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kaizen Financial Strategies | History | No change | 23,760 | 855 | 0.28% | 0.28% | 83 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 23,348 | 841 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 23,064 | 831 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ancora Advisors LLC | History | No change | 22,916 | 826 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 22,458 | 809 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 20,692 | 746 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Operose Advisors LLC | History | No change | 20,553 | 741 | 0.14% | 0.14% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 20,320 | 732 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 19,817 | 726 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Lafayette Investments, Inc. | History | No change | 19,512 | 703 | 0.13% | 0.13% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SMI Advisory Services, LLC | History | No change | 18,709 | 678 | 0.11% | 0.11% | 93 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Equitable Holdings, Inc. | History | No change | 18,598 | 670 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 18,410 | 663 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crewe Advisors LLC | History | No change | 18,403 | 663 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GAMMA Investing LLC | History | No change | 18,364 | 662 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| McAdam, LLC | History | No change | 18,227 | 657 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 18,272 | 654 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 18,008 | 649 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 17,226 | 621 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 16,598 | 598 | 0.11% | 0.11% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 16,407 | 583 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Alamar Capital Management, LLC | History | No change | 16,116 | 581 | 0.29% | 0.29% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waldron Private Wealth LLC | History | No change | 16,000 | 576 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 15,838 | 571 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 15,203 | 548 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Waverly Advisors, LLC | History | No change | 14,451 | 521 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Welch Group, LLC | History | No change | 14,431 | 520 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 14,337 | 517 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | No change | 14,010 | 505 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 13,521 | 487 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Journey Advisory Group, LLC | History | No change | 13,250 | 477 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 13,005 | 468 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 12,388 | 446 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,896 | 428 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 11,628 | 419 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | No change | 11,409 | 411 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 11,400 | 411 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 11,338 | 408 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verity & Verity, LLC | History | No change | 11,250 | 405 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 11,206 | 404 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 11,206 | 404 | 0.12% | 0.12% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 11,135 | 401 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,119 | 400 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | No change | 10,862 | 391 | 0.3% | 0.3% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 10,671 | 384 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,347 | 373 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Premier Private Wealth Management LLC | History | No change | 10,334 | 372 | 0.33% | 0.33% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 10,123 | 365 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 9,712 | 350 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 9,733 | 350 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 9,702 | 349 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Red Door Wealth Management, LLC | History | No change | 9,513 | 343 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 9,287 | 334 | 0.26% | 0.26% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 9,223 | 332 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RVW Wealth, LLC | History | No change | 9,148 | 329 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 9,120 | 328 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Omega Financial Group, LLC | History | No change | 8,934 | 322 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 8,900 | 320 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Composition Wealth, LLC | History | No change | 8,876 | 320 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 8,836 | 318 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Accredited Investors Inc. | History | No change | 8,753 | 315 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ironwood Financial, llc | History | No change | 8,547 | 308 | 0.05% | 0.05% | 144 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,522 | 307 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RFG Advisory, LLC | History | No change | 8,407 | 303 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 8,378 | 302 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 8,395 | 302 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brucke Financial, Inc. | History | No change | 8,383 | 302 | 0.13% | 0.13% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 8,300 | 299 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,278 | 298 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 8,019 | 289 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,996 | 288 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCF Advisors LLC | History | No change | 8,000 | 288 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 7,946 | 286 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 7,800 | 281 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Nuveen, LLC | History | No change | 7,798 | 281 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 7,661 | 276 | 0.11% | 0.11% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 7,450 | 268 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SPINNAKER TRUST | History | No change | 7,244 | 261 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fortis Group Advisors, LLC | History | No change | 7,016 | 252 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Abound Wealth Management | History | No change | 6,906 | 249 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Lynx Investment Advisory | History | No change | 6,900 | 248 | 0.08% | 0.08% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 6,853 | 247 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 6,800 | 245 | 0.1% | 0.1% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 6,797 | 245 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 6,767 | 244 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 6,709 | 241 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 6,542 | 235 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Element Wealth, LLC | History | No change | 6,504 | 234 | 0.09% | 0.09% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evanson Financial, LLC | History | No change | 6,278 | 226 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Grantvest Financial Group LLC | History | No change | 6,243 | 225 | 0.13% | 0.13% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Calamos Advisors LLC | History | No change | 6,163 | 222 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,124 | 220 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pure Financial Advisors, LLC | History | No change | 6,020 | 217 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Portfolios, Inc. | History | No change | 6,000 | 216 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Westbourne Investment Advisors, Inc. | History | No change | 5,836 | 210 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Forum Financial Management, LP | History | No change | 5,830 | 210 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Perigon Wealth Management, LLC | History | No change | 5,801 | 209 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 5,760 | 208 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SouthState Bank Corp | History | No change | 5,718 | 206 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,671 | 204 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Livet Wealth, LLC | History | No change | 5,685 | 204 | 0.12% | 0.12% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 5,638 | 203 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ignite Planners, LLC | History | No change | 5,582 | 201 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 5,262 | 189 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4,984 | 179 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4,880 | 175 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pflug Koory, LLC | History | No change | 4,874 | 175 | 0.07% | 0.07% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Planning Group LLC | History | No change | 4,677 | 168 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Register Financial Advisors LLC | History | No change | 4,645 | 167 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 4,525 | 163 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 4,033 | 145 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3,957 | 142 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 3,681 | 131 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,544 | 127 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3,510 | 126 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,439 | 124 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AlphaCore Capital LLC | History | No change | 3,292 | 118 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,776 | 100 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | No change | 2,699 | 97 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,572 | 92 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,536 | 91 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Capital Management LLC | History | No change | 2,283 | 82 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 2,197 | 79 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| REAP Financial Group, LLC | History | No change | 2,158 | 77 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strive Financial Group ,LLC | History | No change | 2,150 | 77 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 2,058 | 74 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,911 | 68 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,600 | 58 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,551 | 55 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,216 | 43 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dorato Capital Management | History | No change | 1,200 | 43 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Key FInancial Inc | History | No change | 1,179 | 42 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Breakwater Investment Management | History | No change | 1,174 | 42 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 1,109 | 39 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | No change | 1,100 | 39 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,000 | 36 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 954 | 34 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Costello Asset Management, INC | History | No change | 893 | 32 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | No change | 871 | 31 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lodestone Wealth Management LLC | History | No change | 846 | 30 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Crews Bank & Trust | History | No change | 826 | 29 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 800 | 28 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bernard Wealth Management Corp. | History | No change | 750 | 27 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| ASSETMARK, INC | History | No change | 681 | 24 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Armor Investment Advisors, LLC | History | No change | 651 | 23 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kilter Group LLC | History | No change | 650 | 23 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | No change | 624 | 22 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 600 | 21 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 548 | 19 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Capital Analysts, LLC | History | No change | 513 | 18 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bell Investment Advisors, Inc | History | No change | 517 | 18 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 462 | 16 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 431 | 15 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 440 | 15 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWE & RUSLING INC | History | No change | 406 | 14 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 412 | 14 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 400 | 14 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 407 | 14 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 354 | 12 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 359 | 12 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 326 | 11 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 264 | 9 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO | History | No change | 226 | 8 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IMA Advisory Services, Inc. | History | No change | 248 | 8 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 226 | 8 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DB Fitzpatrick & Co, Inc | History | No change | 236 | 8 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Quaker Wealth Management, LLC | History | No change | 210 | 7 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 200 | 7 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHL GROUP, LLC | History | No change | 214 | 7 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 206 | 7 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 179 | 6 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 187 | 6 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GROUP ONE TRADING LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 100 | 3 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 62 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 48 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 41 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrity Financial Corp /WA | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robinswood Financial LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |