SCHWAB STRATEGIC TRUST - SCHM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Reduced | 56,835,618 | 1,759,630 | 3.57% | 3.3% | 1 | -1,136,116 | -1.96% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 29,432,010 | 911,215 | 0.62% | 0.66% | 2 | -1,004,432 | -3.3% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 11,638,443 | 360,326 | 0.22% | 0.21% | 3 | +705,814 | 6.46% | Q1 2026 | May 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 11,267,842 | 348,852 | 2.63% | 2.43% | 4 | +598,414 | 5.61% | Q1 2026 | May 12, 2026 |
| Advisory Alpha, LLC | History | Reduced | 7,151,527 | 221,412 | 6.05% | 6.84% | 5 | -1,203,553 | -14.41% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,809,670 | 210,827 | 0.22% | 0.23% | 6 | -141,223 | -2.03% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 5,510,804 | 170,871 | 0.24% | 0.24% | 7 | +72,960 | 1.34% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,791,027 | 145,473 | 0.07% | 0.06% | 8 | +1,296,395 | 37.1% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 4,320,097 | 133,750 | 7.8% | 7.48% | 9 | +945 | 0.02% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,418,815 | 107,316 | 0.22% | 0.24% | 10 | -2,329,788 | -40.53% | Q1 2026 | Apr 08, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 3,079,700 | 95,347 | 2.62% | 2.66% | 11 | -69,132 | -2.2% | Q1 2026 | May 07, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 2,923,473 | 92,001 | 5.55% | 5.43% | 12 | -57,023 | -1.91% | Q1 2026 | Apr 07, 2026 |
| Mariner, LLC | History | Added to | 2,727,890 | 84,454 | 0.1% | 0.08% | 13 | +522,927 | 23.72% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 2,296,605 | 71,102 | 0.01% | 0.0% | 14 | +1,344,668 | 141.26% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 2,138,502 | 66,208 | 0.13% | 0.11% | 15 | +65,664 | 3.17% | Q1 2026 | May 01, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 2,011,027 | 62,261 | 1.94% | 1.54% | 16 | +387,282 | 23.85% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 1,926,837 | 59,654 | 0.02% | 0.02% | 17 | +7,597 | 0.4% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,874,193 | 58,025 | 0.67% | 0.6% | 18 | +230,181 | 14.0% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,824,919 | 56,499 | 0.02% | 0.02% | 19 | +5,685 | 0.31% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 1,702,781 | 52,718 | 0.39% | 0.42% | 20 | -39,004 | -2.24% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,692,386 | 52,396 | 0.0% | 0.0% | 21 | -120,393 | -6.64% | Q1 2026 | May 15, 2026 |
| 93 Financial Group, LLC | History | Reduced | 1,583,141 | 49,014 | 21.86% | 21.17% | 22 | -33,537 | -2.07% | Q1 2026 | May 05, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 1,581,206 | 48,954 | 2.16% | 1.96% | 23 | +21,781 | 1.4% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,482,850 | 45,909 | 0.24% | 0.29% | 24 | +107,212 | 7.79% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,414,328 | 43,787 | 0.01% | 0.01% | 25 | +723,462 | 104.72% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,403,065 | 43,435 | 0.08% | 0.08% | 26 | -9,007 | -0.64% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,285,570 | 39,801 | 0.04% | 0.04% | 27 | +111,937 | 9.54% | Q1 2026 | May 13, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 1,282,374 | 39,702 | 3.13% | 3.88% | 28 | -286,160 | -18.24% | Q1 2026 | May 01, 2026 |
| Summit Asset Management, LLC | History | Added to | 1,268,811 | 39,282 | 5.46% | 5.36% | 29 | +8,217 | 0.65% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,242,525 | 38,460 | 0.01% | 0.01% | 30 | -219,779 | -15.03% | Q1 2026 | May 15, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 1,217,638 | 37,698 | 1.56% | 1.55% | 31 | -14,778 | -1.2% | Q1 2026 | Apr 28, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,184,730 | 36,679 | 0.01% | 0.0% | 32 | +451,082 | 61.48% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 1,139,240 | 35,270 | 1.11% | 0.64% | 33 | +473,227 | 71.05% | Q1 2026 | Apr 08, 2026 |
| Mokosak Advisory Group, LLC | History | Reduced | 1,135,511 | 35,160 | 8.8% | 8.59% | 34 | -2,970 | -0.26% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,016,853 | 34,339 | 0.77% | 0.75% | 35 | +64,931 | 6.82% | Q1 2026 | May 04, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 984,403 | 30,477 | 1.98% | 1.94% | 36 | +10,359 | 1.06% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 925,224 | 28,645 | 0.07% | 0.07% | 37 | +65,728 | 7.65% | Q1 2026 | Apr 30, 2026 |
| High Note Wealth, LLC | History | Added to | 903,908 | 27,984 | 5.5% | 5.29% | 38 | +5,661 | 0.63% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Added to | 886,907 | 27,458 | 0.34% | 0.03% | 39 | +809,389 | 1044.13% | Q1 2026 | May 12, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 885,367 | 27,410 | 2.17% | 2.18% | 40 | -54,427 | -5.79% | Q1 2026 | Apr 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 869,673 | 26,925 | 0.0% | 0.0% | 41 | -12,166 | -1.38% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 865,348 | 26,791 | 0.04% | 0.05% | 42 | -195,964 | -18.46% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 840,847 | 26,032 | 0.03% | 0.03% | 43 | -4,709 | -0.56% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 828,191 | 25,623 | 0.04% | 0.03% | 44 | -40,301 | -4.64% | Q1 2026 | May 15, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 807,726 | 25,011 | 6.19% | 6.06% | 45 | -82,706 | -9.29% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Reduced | 798,817 | 24,731 | 0.44% | 0.45% | 46 | -60,391 | -7.03% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 774,872 | 23,990 | 0.5% | 0.53% | 47 | -3,391 | -0.44% | Q1 2026 | Apr 13, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 761,028 | 23,561 | 6.9% | 6.7% | 48 | +28,894 | 3.95% | Q1 2026 | Apr 22, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 759,197 | 23,504 | 1.47% | 1.44% | 49 | +15,785 | 2.12% | Q1 2026 | Apr 27, 2026 |
| Financial Planning Navigators CORP | History | Added to | 745,988 | 23,095 | 10.12% | 10.22% | 50 | +5,497 | 0.74% | Q1 2026 | Apr 21, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 715,433 | 22,149 | 0.95% | 0.9% | 51 | +33,218 | 4.87% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 697,391 | 21,591 | 0.26% | 0.25% | 52 | -31,518 | -4.32% | Q1 2026 | May 06, 2026 |
| RKL Wealth Management LLC | History | Reduced | 695,554 | 21,534 | 1.94% | 1.88% | 53 | -65,446 | -8.6% | Q1 2026 | Apr 24, 2026 |
| Compass Advisory Group LLC | History | Reduced | 687,886 | 21,296 | 5.7% | 5.78% | 54 | -23,121 | -3.25% | Q1 2026 | Apr 21, 2026 |
| Lutz Financial Services LLC | History | Added to | 678,368 | 21,002 | 1.41% | 1.37% | 55 | +8,061 | 1.2% | Q1 2026 | May 04, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 672,657 | 20,825 | 4.3% | 4.31% | 56 | -7,785 | -1.14% | Q1 2026 | Apr 23, 2026 |
| Essex LLC | History | Added to | 666,173 | 20,624 | 3.64% | 3.5% | 57 | +9,453 | 1.44% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 664,802 | 20,584 | 0.03% | 0.03% | 58 | +29,004 | 4.56% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 657,230 | 20,347 | 0.16% | 0.17% | 59 | -38,646 | -5.55% | Q1 2026 | May 01, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 645,860 | 19,995 | 0.59% | 0.54% | 60 | +10,864 | 1.71% | Q1 2026 | Apr 29, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 642,913 | 19,904 | 0.31% | 0.34% | 61 | -8,322 | -1.28% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 609,081 | 18,857 | 0.0% | 0.0% | 62 | +183,690 | 43.18% | Q1 2026 | May 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 604,751 | 18,723 | 1.21% | 1.2% | 63 | -23,730 | -3.78% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 600,030 | 18,576 | 0.01% | — | 64 | +600,030 | New | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 591,008 | 18,297 | 0.1% | 0.09% | 65 | +43,876 | 8.02% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 604,350 | 18,172 | 1.17% | 1.17% | 66 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Denver PWM, LLC | History | Reduced | 509,213 | 17,690 | 6.08% | 6.1% | 67 | -141,800 | -21.78% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 570,755 | 17,670 | 0.17% | 0.21% | 68 | -138,301 | -19.5% | Q1 2026 | May 08, 2026 |
| Bangor Savings Bank | History | Reduced | 559,777 | 17,330 | 1.39% | 1.52% | 69 | -67,128 | -10.71% | Q1 2026 | Apr 01, 2026 |
| Triangle Securities Wealth Management | History | Added to | 532,039 | 16,471 | 3.74% | 3.28% | 70 | +15,208 | 2.94% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 527,718 | 16,338 | 0.0% | 0.0% | 71 | +14,587 | 2.84% | Q1 2026 | May 15, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 493,096 | 16,321 | 3.53% | 3.34% | 72 | +8,641 | 1.78% | Q1 2026 | Apr 16, 2026 |
| Curbstone Financial Management Corp | History | Added to | 515,319 | 15,954 | 3.05% | 2.86% | 73 | +17,370 | 3.49% | Q1 2026 | Apr 15, 2026 |
| Asset Management Group, Inc. | History | Reduced | 507,857 | 15,723 | 2.54% | 2.56% | 74 | -17,909 | -3.41% | Q1 2026 | May 15, 2026 |
| Sherwood Financial Partners, LLC | History | Reduced | 495,543 | 15,342 | 13.57% | 13.42% | 75 | -22,325 | -4.31% | Q1 2026 | May 11, 2026 |
| Womack Financial LLC | History | Added to | 490,392 | 15,182 | 11.17% | 10.6% | 76 | +12,826 | 2.69% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 488,650 | 15,128 | 0.01% | 0.01% | 77 | +142,449 | 41.15% | Q1 2026 | May 15, 2026 |
| Fortis Capital Management LLC | History | Added to | 487,153 | 15,082 | 1.54% | 1.74% | 78 | +49,891 | 11.41% | Q1 2026 | May 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 485,586 | 15,033 | 0.54% | 0.45% | 79 | +58,632 | 13.73% | Q1 2026 | Apr 14, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 483,483 | 14,968 | 1.72% | 1.72% | 80 | -3,571 | -0.73% | Q1 2026 | Apr 17, 2026 |
| Savant Capital, LLC | History | Reduced | 479,148 | 14,834 | 0.07% | 0.08% | 81 | -365 | -0.08% | Q1 2026 | May 04, 2026 |
| Harbor Group, Inc. | History | Reduced | 475,237 | 14,713 | 2.12% | 2.15% | 82 | -3,635 | -0.76% | Q1 2026 | Apr 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 488,745 | 14,647 | 0.0% | 0.0% | 83 | -113,272 | -18.82% | Q1 2026 | May 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 473,011 | 14,644 | 1.18% | 1.14% | 84 | +16,319 | 3.57% | Q1 2026 | May 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 472,201 | 14,619 | 1.44% | 1.36% | 85 | +22,462 | 4.99% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 469,633 | 14,539 | 0.0% | 0.0% | 86 | -44,286 | -8.62% | Q1 2026 | May 11, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 468,821 | 14,514 | 1.42% | 1.33% | 87 | +8,497 | 1.85% | Q1 2026 | May 06, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 461,014 | 14,272 | 0.57% | 0.55% | 88 | -13,889 | -2.92% | Q1 2026 | May 01, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 460,298 | 14,250 | 1.57% | 1.52% | 89 | +11,821 | 2.64% | Q1 2026 | May 14, 2026 |
| Courage Miller Partners, LLC | History | Added to | 460,109 | 14,244 | 4.02% | 4.16% | 90 | +1,132 | 0.25% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 439,619 | 13,738 | 0.13% | 0.17% | 91 | -99,207 | -18.41% | Q1 2026 | Apr 07, 2026 |
| White & Co Financial Planning Inc | History | Added to | 436,832 | 13,524 | 9.51% | 9.72% | 92 | +4,476 | 1.04% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 434,295 | 13,445 | 0.87% | 0.85% | 93 | +1,074 | 0.25% | Q1 2026 | Apr 15, 2026 |
| Cannon Capital Management, Inc. | History | Reduced | 432,843 | 13,400 | 10.89% | 11.53% | 94 | -3,012 | -0.69% | Q1 2026 | May 07, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 430,017 | 13,313 | 1.02% | 0.9% | 95 | +62,371 | 16.96% | Q1 2026 | Apr 22, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 418,915 | 12,969 | 2.04% | 1.96% | 96 | +6,704 | 1.63% | Q1 2026 | Apr 21, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 417,462 | 12,924 | 2.63% | 2.46% | 97 | -34,146 | -7.56% | Q1 2026 | Apr 08, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 379,814 | 12,788 | 12.0% | 11.83% | 98 | +7,332 | 1.97% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 412,608 | 12,774 | 0.07% | 0.06% | 99 | +36,729 | 9.77% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 406,632 | 12,588 | 0.13% | 0.19% | 100 | -150,807 | -27.05% | Q1 2026 | May 12, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 403,845 | 12,503 | 5.26% | 5.0% | 101 | +5,202 | 1.3% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 395,158 | 12,435 | 0.26% | 0.23% | 102 | +38,955 | 10.94% | Q1 2026 | Apr 28, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 401,484 | 12,429 | 5.49% | 6.82% | 103 | -96,993 | -19.46% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 394,717 | 12,220 | 0.02% | 0.02% | 104 | -11,791 | -2.9% | Q1 2026 | May 14, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 392,134 | 12,140 | 3.08% | 3.04% | 105 | -116 | -0.03% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 383,636 | 11,877 | 0.0% | 0.0% | 106 | +258,036 | 205.44% | Q1 2026 | May 13, 2026 |
| LexAurum Advisors, LLC | History | New | 383,315 | 11,867 | 1.54% | — | 107 | +383,315 | New | Q1 2026 | Apr 13, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 379,628 | 11,753 | 3.06% | 3.2% | 108 | -926 | -0.24% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 376,909 | 11,669 | 0.33% | 0.32% | 109 | +39,667 | 11.76% | Q1 2026 | Apr 09, 2026 |
| Alliance Wealth Management Group | History | Reduced | 376,193 | 11,646 | 2.55% | 2.51% | 110 | -4,084 | -1.07% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Reduced | 376,193 | 11,646 | 1.81% | 1.8% | 111 | -4,084 | -1.07% | Q1 2026 | May 01, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 379,292 | 11,405 | 6.38% | 6.38% | 112 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 327,046 | 11,361 | 0.23% | 0.26% | 113 | -23,224 | -6.63% | Q1 2026 | May 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 365,357 | 11,311 | 0.49% | 0.44% | 114 | +2,300 | 0.63% | Q1 2026 | May 06, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 364,797 | 11,294 | 3.31% | 3.24% | 115 | -2,515 | -0.68% | Q1 2026 | May 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 363,261 | 11,246 | 1.46% | 1.52% | 116 | -2,805 | -0.77% | Q1 2026 | Apr 15, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 360,945 | 11,174 | 1.4% | 1.46% | 117 | +9,068 | 2.58% | Q1 2026 | Apr 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 355,590 | 11,009 | 0.61% | 0.57% | 118 | +19,133 | 5.69% | Q1 2026 | Apr 30, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 355,057 | 10,992 | 4.72% | 4.54% | 119 | +1,476 | 0.42% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Added to | 349,529 | 10,821 | 0.1% | 0.13% | 120 | +2,998 | 0.87% | Q1 2026 | May 06, 2026 |
| Omega Financial Group, LLC | History | Reduced | 348,334 | 10,784 | 3.51% | 3.61% | 121 | -16,669 | -4.57% | Q1 2026 | May 12, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 348,073 | 10,776 | 2.83% | 2.56% | 122 | -11,837 | -3.29% | Q1 2026 | May 11, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 345,745 | 10,704 | 1.82% | 1.83% | 123 | -928 | -0.27% | Q1 2026 | May 01, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 342,111 | 10,591 | 3.9% | 3.66% | 124 | -484 | -0.14% | Q1 2026 | Apr 16, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 336,639 | 10,422 | 2.52% | 2.45% | 125 | -345 | -0.1% | Q1 2026 | May 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 335,376 | 10,383 | 0.43% | 0.42% | 126 | -3,216 | -0.95% | Q1 2026 | May 12, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 333,762 | 10,333 | 1.0% | 1.0% | 127 | -24,960 | -6.96% | Q1 2026 | May 04, 2026 |
| ProVise Management Group, LLC | History | Reduced | 333,160 | 10,314 | 0.74% | 0.76% | 128 | -23,343 | -6.55% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 332,588 | 10,296 | 0.03% | 0.03% | 129 | -29,295 | -8.1% | Q1 2026 | May 04, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 332,214 | 10,285 | 4.35% | 4.37% | 130 | -8,668 | -2.54% | Q1 2026 | Apr 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 329,793 | 10,210 | 0.33% | 0.35% | 131 | -16,892 | -4.87% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 325,867 | 10,088 | 0.01% | 0.01% | 132 | +7,001 | 2.2% | Q1 2026 | Apr 27, 2026 |
| Family Legacy Financial Solutions, LLC | History | Added to | 317,723 | 9,928 | 8.02% | 6.24% | 133 | +48,630 | 18.07% | Q1 2026 | Apr 15, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 319,079 | 9,878 | 3.51% | 3.5% | 134 | -8,200 | -2.51% | Q1 2026 | Apr 22, 2026 |
| Lee Financial Co | History | Reduced | 317,188 | 9,820 | 1.39% | 1.31% | 135 | -5,936 | -1.84% | Q1 2026 | Apr 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 313,402 | 9,702 | 0.43% | 0.42% | 136 | +2,596 | 0.84% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 311,942 | 9,657 | 0.06% | 0.06% | 137 | -3,419 | -1.08% | Q1 2026 | Apr 27, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 309,690 | 9,588 | 2.49% | 2.45% | 138 | -6,291 | -1.99% | Q1 2026 | Apr 15, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 309,478 | 9,581 | 4.09% | 3.75% | 139 | +2,128 | 0.69% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 309,424 | 9,579 | 0.04% | 0.04% | 140 | -11,660 | -3.63% | Q1 2026 | May 14, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 307,556 | 9,521 | 4.52% | 4.08% | 141 | +1,598 | 0.52% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 302,269 | 9,358 | 0.04% | 0.04% | 142 | +410 | 0.14% | Q1 2026 | Apr 24, 2026 |
| Monetary Solutions, Ltd | History | Reduced | 300,239 | 9,295 | 8.98% | 9.01% | 143 | -4,093 | -1.34% | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 297,140 | 9,199 | 0.41% | 0.39% | 144 | +17,983 | 6.44% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 296,948 | 9,193 | 0.58% | 0.57% | 145 | +11,141 | 3.9% | Q1 2026 | May 15, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 290,099 | 8,981 | 2.69% | 2.52% | 146 | +1,340 | 0.46% | Q1 2026 | Apr 21, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 280,724 | 8,691 | 0.56% | 0.55% | 147 | -9,496 | -3.27% | Q1 2026 | Apr 14, 2026 |
| American Money Management, LLC | History | Added to | 276,768 | 8,568 | 1.36% | 1.27% | 148 | +7,755 | 2.88% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 267,979 | 8,296 | 0.01% | 0.01% | 149 | -22,130 | -7.63% | Q1 2026 | Apr 27, 2026 |
| Black Diamond Financial, LLC | History | Added to | 266,939 | 8,264 | 0.9% | 0.85% | 150 | +5 | 0.0% | Q1 2026 | May 05, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Added to | 264,946 | 8,202 | 5.01% | 4.62% | 151 | +509 | 0.19% | Q1 2026 | Apr 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 264,449 | 8,187 | 0.88% | 0.92% | 152 | -5,231 | -1.94% | Q1 2026 | Apr 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 270,151 | 8,123 | 0.61% | 0.61% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 261,301 | 8,089 | 0.01% | 0.01% | 154 | -21,272 | -7.53% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 257,251 | 7,964 | 0.09% | 0.08% | 155 | +15,334 | 6.34% | Q1 2026 | Apr 16, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 257,031 | 7,957 | 2.29% | 2.36% | 156 | -1,722 | -0.67% | Q1 2026 | Apr 13, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 251,216 | 7,777 | 3.42% | 3.4% | 157 | -7,355 | -2.84% | Q1 2026 | Apr 29, 2026 |
| Scarborough Advisors, LLC | History | New | 250,789 | 7,764 | 0.85% | — | 158 | +250,789 | New | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 250,718 | 7,762 | 0.19% | 0.19% | 159 | -4,188 | -1.64% | Q1 2026 | Apr 29, 2026 |
| Trust Point Inc. | History | Reduced | 245,368 | 7,596 | 0.66% | 0.7% | 160 | -48,115 | -16.39% | Q1 2026 | Apr 15, 2026 |
| White Pine Investment CO | History | Added to | 243,804 | 7,548 | 1.75% | 1.68% | 161 | +6,507 | 2.74% | Q1 2026 | Apr 20, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 243,089 | 7,526 | 1.02% | 1.01% | 162 | -1,282 | -0.52% | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO | History | Reduced | 237,669 | 7,479 | 0.08% | 0.1% | 163 | -44,827 | -15.87% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 240,950 | 7,459 | 0.26% | 0.26% | 164 | -119 | -0.05% | Q1 2026 | May 06, 2026 |
| RFG Advisory, LLC | History | Added to | 234,021 | 7,245 | 0.13% | 0.05% | 165 | +145,262 | 163.66% | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 233,042 | 7,214 | 0.99% | 1.0% | 166 | -9,346 | -3.86% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 232,920 | 7,211 | 0.03% | 0.03% | 167 | -2,137 | -0.91% | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 226,552 | 7,014 | 0.85% | 0.87% | 168 | -1,907 | -0.83% | Q1 2026 | Apr 08, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 223,251 | 6,911 | 0.06% | 0.04% | 169 | +77,423 | 53.09% | Q1 2026 | May 07, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 222,984 | 6,903 | 4.63% | 4.08% | 170 | +27,482 | 14.06% | Q1 2026 | Apr 14, 2026 |
| Broadleaf Partners, LLC | History | Reduced | 222,508 | 6,888 | 1.61% | 1.44% | 171 | -4,813 | -2.12% | Q1 2026 | May 14, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 220,344 | 6,821 | 0.5% | 0.5% | 172 | -3,759 | -1.68% | Q1 2026 | Apr 22, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 219,294 | 6,789 | 0.9% | 0.94% | 173 | -15,013 | -6.41% | Q1 2026 | Apr 09, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 215,542 | 6,673 | 0.37% | 0.41% | 174 | -17,456 | -7.49% | Q1 2026 | May 13, 2026 |
| Victrix Investment Advisors | History | Added to | 213,732 | 6,617 | 2.4% | 2.36% | 175 | +10,913 | 5.38% | Q1 2026 | Apr 09, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 211,882 | 6,559 | 0.63% | 0.63% | 176 | -4,646 | -2.15% | Q1 2026 | May 13, 2026 |
| Downshift Financial, LLC | History | Reduced | 194,594 | 6,468 | 3.35% | 4.26% | 177 | -23,556 | -10.8% | Q1 2026 | Apr 29, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 214,138 | 6,439 | 3.36% | 3.36% | 178 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Lido Advisors, LLC | History | Reduced | 207,065 | 6,410 | 0.02% | 0.03% | 179 | -97,674 | -32.05% | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 205,227 | 6,353 | 0.62% | 0.56% | 180 | -4,339 | -2.07% | Q1 2026 | May 01, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 205,178 | 6,352 | 0.53% | 0.51% | 181 | -2,489 | -1.2% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Reduced | 204,851 | 6,342 | 0.05% | 0.05% | 182 | -5,495 | -2.61% | Q1 2026 | Apr 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 200,720 | 6,214 | 2.06% | 2.0% | 183 | +871 | 0.44% | Q1 2026 | Apr 09, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 195,349 | 6,047 | 2.01% | 1.81% | 184 | -47 | -0.02% | Q1 2026 | May 15, 2026 |
| OxenFree Capital LLC | History | New | 180,743 | 5,964 | 2.89% | — | 185 | +180,743 | New | Q1 2026 | Apr 16, 2026 |
| OneAscent Financial Services LLC | History | Added to | 192,056 | 5,946 | 0.32% | 0.52% | 186 | +5,585 | 3.0% | Q1 2026 | Apr 21, 2026 |
| Newton One Investments LLC | History | Reduced | 190,885 | 5,909 | 1.6% | 1.71% | 187 | -2,183 | -1.13% | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 190,469 | 5,896 | 0.31% | 0.29% | 188 | +7,556 | 4.13% | Q1 2026 | Apr 17, 2026 |
| Texas Yale Capital Corp. | History | Added to | 189,668 | 5,872 | 0.17% | 0.17% | 189 | +5,814 | 3.16% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 186,150 | 5,817 | 0.1% | 0.1% | 190 | -494 | -0.26% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 173,944 | 5,797 | 0.1% | 0.21% | 191 | +29,349 | 20.3% | Q1 2026 | May 01, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 186,447 | 5,772 | 0.08% | 0.09% | 192 | -3,640 | -1.91% | Q1 2026 | Apr 10, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 185,189 | 5,733 | 1.76% | 1.9% | 193 | -21,704 | -10.49% | Q1 2026 | Apr 13, 2026 |
| Gleason Group, Inc. | History | Reduced | 185,136 | 5,731 | 0.57% | 0.55% | 194 | -1,083 | -0.58% | Q1 2026 | May 04, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 183,375 | 5,677 | 1.09% | 1.1% | 195 | -12,021 | -6.15% | Q1 2026 | Apr 23, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 181,066 | 5,605 | 2.21% | 2.09% | 196 | +7,882 | 4.55% | Q1 2026 | May 11, 2026 |
| Destination Wealth Management | History | Reduced | 180,916 | 5,601 | 0.15% | 0.16% | 197 | -23,756 | -11.61% | Q1 2026 | May 15, 2026 |
| MONEYWISE, INC. | History | Added to | 180,794 | 5,597 | 2.44% | 2.05% | 198 | +16,592 | 10.1% | Q1 2026 | Apr 27, 2026 |
| Powers Advisory Group, LLC | History | Added to | 180,170 | 5,578 | 1.97% | 2.01% | 199 | +2,563 | 1.44% | Q1 2026 | Apr 21, 2026 |
| Creekside Partners | History | Added to | 179,761 | 5,565 | 2.29% | 2.23% | 200 | +4,173 | 2.38% | Q1 2026 | Apr 21, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 174,366 | 5,398 | 0.01% | 0.01% | 201 | +27,504 | 18.73% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 172,576 | 5,342 | 0.04% | 0.04% | 202 | +1,122 | 0.65% | Q1 2026 | May 01, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 168,917 | 5,229 | 0.9% | 0.89% | 203 | +2,186 | 1.31% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 168,268 | 5,209 | 0.0% | 0.0% | 204 | +11,351 | 7.23% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 166,761 | 5,162 | 0.0% | 0.0% | 205 | +25,426 | 17.99% | Q1 2026 | May 15, 2026 |
| TMB Capital Partners, LLC | History | Added to | 166,171 | 5,144 | 1.73% | 1.62% | 206 | +8,319 | 5.27% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 166,139 | 5,143 | 0.01% | 0.01% | 207 | -8,276 | -4.75% | Q1 2026 | May 14, 2026 |
| Capital Planning LLC | History | Added to | 160,520 | 4,969 | 1.62% | 1.17% | 208 | +23,168 | 16.87% | Q1 2026 | Apr 29, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 156,119 | 4,833 | 2.37% | 2.38% | 209 | -2,935 | -1.85% | Q1 2026 | Apr 08, 2026 |
| CX Institutional | History | Added to | 155,464 | 4,813 | 0.15% | 0.07% | 210 | +82,391 | 112.75% | Q1 2026 | Apr 06, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 152,398 | 4,718 | 2.83% | 2.41% | 211 | -6,921 | -4.34% | Q1 2026 | Apr 15, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 156,384 | 4,702 | 5.97% | — | 212 | +156,384 | New | Q1 2026 | May 07, 2026 |
| Steele Capital Management, Inc. | History | No change | 151,201 | 4,681 | 0.19% | 0.2% | 213 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 150,588 | 4,662 | 2.1% | 1.83% | 214 | -475 | -0.31% | Q1 2026 | Apr 23, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 149,963 | 4,642 | 0.98% | 0.96% | 215 | -3,066 | -2.0% | Q1 2026 | Apr 13, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 148,210 | 4,588 | 1.81% | 1.84% | 216 | -3,877 | -2.55% | Q1 2026 | Apr 08, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 145,913 | 4,517 | 1.09% | 0.67% | 217 | +60,478 | 70.79% | Q1 2026 | Apr 24, 2026 |
| Family Investment Center, Inc. | History | Reduced | 145,778 | 4,513 | 0.87% | 0.9% | 218 | -3,220 | -2.16% | Q1 2026 | Apr 24, 2026 |
| Columbus Macro, LLC | History | Added to | 144,803 | 4,483 | 0.48% | 0.47% | 219 | +1,813 | 1.27% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 144,550 | 4,475 | 0.02% | 0.02% | 220 | -2,762 | -1.87% | Q1 2026 | Apr 30, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 144,003 | 4,458 | 0.66% | 0.81% | 221 | -1,763 | -1.21% | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 142,402 | 4,408 | 0.21% | 0.21% | 222 | -3,127 | -2.15% | Q1 2026 | Apr 28, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 141,108 | 4,368 | 0.71% | 0.71% | 223 | -1,232 | -0.87% | Q1 2026 | Apr 07, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 140,332 | 4,311 | 3.91% | 3.83% | 224 | +759 | 0.54% | Q1 2026 | May 07, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Reduced | 137,249 | 4,249 | 0.8% | 0.81% | 225 | -10,742 | -7.26% | Q1 2026 | May 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 137,054 | 4,243 | 0.61% | 0.61% | 226 | -565 | -0.41% | Q1 2026 | May 11, 2026 |
| Code Waechter LLC | History | Reduced | 136,757 | 4,234 | 2.52% | 2.74% | 227 | -5,321 | -3.75% | Q1 2026 | Apr 15, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 135,765 | 4,203 | 1.29% | 1.26% | 228 | -1,198 | -0.87% | Q1 2026 | Apr 21, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 134,636 | 4,168 | 1.16% | 1.17% | 229 | -1,528 | -1.12% | Q1 2026 | Apr 22, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 134,500 | 4,164 | 2.71% | 2.7% | 230 | -5,995 | -4.27% | Q1 2026 | May 11, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 134,431 | 4,161 | 1.49% | 1.49% | 231 | -2,456 | -1.79% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 133,843 | 4,143 | 0.08% | 0.07% | 232 | +164 | 0.12% | Q1 2026 | Apr 10, 2026 |
| Schaeffer Financial LLC | History | Added to | 133,729 | 4,140 | 3.48% | 3.43% | 233 | +2,962 | 2.27% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 132,122 | 4,090 | 0.07% | 0.08% | 234 | -5,594 | -4.06% | Q1 2026 | May 11, 2026 |
| Vivaldi Capital Management LP | History | Added to | 131,751 | 4,079 | 0.56% | 0.53% | 235 | +1,373 | 1.05% | Q1 2026 | May 14, 2026 |
| Roundview Capital LLC | History | Added to | 131,694 | 4,077 | 0.25% | 0.24% | 236 | +1,014 | 0.78% | Q1 2026 | May 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 131,488 | 4,070 | 0.09% | 0.1% | 237 | -1,559 | -1.17% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 131,317 | 4,065 | 0.5% | 0.45% | 238 | +11,156 | 9.28% | Q1 2026 | Apr 17, 2026 |
| Apollon Financial, LLC | History | Added to | 127,177 | 3,937 | 0.54% | 0.55% | 239 | +1,874 | 1.5% | Q1 2026 | Apr 22, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 127,118 | 3,935 | 1.15% | 1.11% | 240 | +3,210 | 2.59% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 126,815 | 3,926 | 0.0% | 0.0% | 241 | -890 | -0.7% | Q1 2026 | May 12, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 126,438 | 3,914 | 1.31% | 1.25% | 242 | +827 | 0.66% | Q1 2026 | May 05, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 124,937 | 3,868 | 0.47% | 0.3% | 243 | +41,901 | 50.46% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 124,828 | 3,864 | 0.05% | 0.05% | 244 | -4,612 | -3.56% | Q1 2026 | May 01, 2026 |
| St. Louis Trust Co | History | Reduced | 122,547 | 3,794 | 0.44% | 0.45% | 245 | -7,282 | -5.61% | Q1 2026 | May 14, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 120,750 | 3,738 | 0.74% | 0.75% | 246 | -1,852 | -1.51% | Q1 2026 | May 12, 2026 |
| Richardson Capital Management LLC | History | Reduced | 120,126 | 3,719 | 1.8% | 2.01% | 247 | -13,056 | -9.8% | Q1 2026 | May 12, 2026 |
| May Barnhard Investments LLC | History | Reduced | 118,399 | 3,665 | 1.78% | 1.69% | 248 | -733 | -0.62% | Q1 2026 | May 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 118,033 | 3,654 | 0.18% | 0.18% | 249 | -3,341 | -2.75% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Added to | 117,208 | 3,628 | 0.05% | 0.05% | 250 | +4,062 | 3.59% | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 116,449 | 3,605 | 0.06% | 0.06% | 251 | -1,707 | -1.44% | Q1 2026 | Apr 22, 2026 |
| Nicollet Investment Management, Inc. | History | Reduced | 116,422 | 3,604 | 1.23% | 1.16% | 252 | -5,830 | -4.77% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 115,073 | 3,562 | 0.04% | 0.01% | 254 | +106,588 | 1256.19% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 115,062 | 3,562 | 0.02% | 0.02% | 253 | +608 | 0.53% | Q1 2026 | Apr 30, 2026 |
| Livet Wealth, LLC | History | Added to | 115,002 | 3,560 | 2.26% | 2.1% | 255 | +1,632 | 1.44% | Q1 2026 | Apr 24, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 114,400 | 3,541 | 0.05% | 0.04% | 256 | -1,135 | -0.98% | Q1 2026 | Apr 21, 2026 |
| Valmark Advisers, Inc. | History | Added to | 114,248 | 3,537 | 0.04% | 0.04% | 257 | +3,557 | 3.21% | Q1 2026 | May 01, 2026 |
| NorthRock Partners, LLC | History | Reduced | 111,965 | 3,466 | 0.06% | 0.06% | 258 | -4,002 | -3.45% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 111,800 | 3,460 | 0.02% | 0.02% | 259 | +3,195 | 2.94% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 110,520 | 3,421 | 0.39% | 0.46% | 260 | -25,635 | -18.83% | Q1 2026 | May 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 110,018 | 3,406 | 2.52% | 2.41% | 261 | -945 | -0.85% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Added to | 109,427 | 3,387 | 0.0% | 0.0% | 262 | +65,683 | 150.15% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 109,142 | 3,379 | 0.09% | 0.04% | 263 | +71,612 | 190.81% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 108,666 | 3,364 | 0.23% | 0.22% | 264 | +370 | 0.34% | Q1 2026 | Apr 21, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 108,482 | 3,358 | 0.76% | 0.75% | 265 | -495 | -0.45% | Q1 2026 | Apr 17, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 108,460 | 3,357 | 0.29% | 0.3% | 266 | +1,103 | 1.03% | Q1 2026 | Apr 09, 2026 |
| McAdam, LLC | History | Added to | 107,503 | 3,328 | 0.15% | 0.15% | 267 | +748 | 0.7% | Q1 2026 | May 08, 2026 |
| HC Advisors, LLC | History | Reduced | 106,314 | 3,291 | 2.2% | 2.23% | 269 | -831 | -0.78% | Q1 2026 | May 05, 2026 |
| Element Wealth, LLC | History | Added to | 106,303 | 3,291 | 1.36% | 1.32% | 268 | +79 | 0.07% | Q1 2026 | May 04, 2026 |
| Providence First Trust Co | History | Reduced | 105,958 | 3,280 | 1.15% | 1.3% | 270 | -18,811 | -15.08% | Q1 2026 | May 04, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 93,826 | 3,183 | 1.26% | 1.24% | 271 | -3,532 | -3.63% | Q1 2026 | Apr 27, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 102,399 | 3,170 | 0.44% | 0.4% | 272 | +8,561 | 9.12% | Q1 2026 | Apr 29, 2026 |
| Wealth Group Ltd | History | Reduced | 102,381 | 3,164 | 0.72% | 0.69% | 273 | -469 | -0.46% | Q1 2026 | Apr 10, 2026 |
| Waterfront Wealth Inc. | History | Added to | 102,010 | 3,158 | 0.58% | 0.56% | 274 | +10,997 | 12.08% | Q1 2026 | Apr 30, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 101,866 | 3,153 | 0.28% | 0.27% | 275 | -1,343 | -1.3% | Q1 2026 | May 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 101,341 | 3,137 | 0.07% | 0.01% | 276 | +83,324 | 462.47% | Q1 2026 | Apr 27, 2026 |
| Orcam Financial Group | History | Added to | 101,207 | 3,133 | 2.22% | 2.28% | 277 | +88 | 0.09% | Q1 2026 | May 12, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 100,627 | 3,115 | 0.69% | 0.66% | 278 | -1,258 | -1.23% | Q1 2026 | Apr 17, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 100,178 | 3,101 | 2.1% | 2.13% | 279 | -7,713 | -7.15% | Q1 2026 | May 07, 2026 |
| Betterment LLC | History | Reduced | 100,127 | 3,100 | 0.01% | 0.01% | 280 | -4,573 | -4.37% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Reduced | 100,049 | 3,097 | 0.35% | 0.34% | 281 | -2,203 | -2.15% | Q1 2026 | May 01, 2026 |
| Zhang Financial LLC | History | Added to | 98,847 | 3,060 | 0.11% | 0.11% | 282 | +2,921 | 3.05% | Q1 2026 | May 06, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 92,737 | 3,060 | 2.22% | 2.28% | 283 | -1,558 | -1.65% | Q1 2026 | May 12, 2026 |
| Envision Financial LLC | History | Reduced | 97,707 | 3,025 | 1.63% | 1.83% | 284 | -17,227 | -14.99% | Q1 2026 | Apr 16, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 97,205 | 3,009 | 1.91% | 1.77% | 285 | +5,240 | 5.7% | Q1 2026 | Apr 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 96,887 | 2,999 | 0.04% | 0.04% | 286 | -318 | -0.33% | Q1 2026 | May 08, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 96,754 | 2,995 | 0.39% | 0.38% | 287 | -9,777 | -9.18% | Q1 2026 | Apr 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 99,394 | 2,990 | 0.02% | 0.02% | 288 | +6,262 | 6.72% | Q1 2026 | May 15, 2026 |
| Boltwood Capital Management | History | Added to | 95,254 | 2,949 | 0.75% | 0.71% | 289 | +4,280 | 4.7% | Q1 2026 | Apr 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 85,687 | 2,906 | 0.04% | 0.03% | 290 | +8,085 | 10.42% | Q1 2026 | May 06, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 92,279 | 2,856 | 0.95% | 0.99% | 291 | -1,488 | -1.59% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 92,019 | 2,848 | 0.04% | 0.04% | 292 | +1,377 | 1.52% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 91,643 | 2,837 | 0.01% | 0.01% | 293 | +2,046 | 2.28% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 91,372 | 2,828 | 0.0% | 0.0% | 294 | -17,199 | -15.84% | Q1 2026 | May 13, 2026 |
| Jacobs Equity LLC | History | Added to | 91,261 | 2,825 | 2.53% | 2.62% | 295 | +816 | 0.9% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 93,195 | 2,802 | 0.06% | 0.05% | 296 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| River Wealth Advisors LLC | History | Reduced | 90,471 | 2,800 | 0.32% | 0.32% | 297 | -3,627 | -3.85% | Q1 2026 | May 13, 2026 |
| Values Added Financial LLC | History | Added to | 89,679 | 2,776 | 1.17% | 1.12% | 298 | +1,510 | 1.71% | Q1 2026 | Apr 20, 2026 |
| True North Advisors, LLC | History | Reduced | 87,706 | 2,715 | 0.31% | 0.36% | 299 | -3,922 | -4.28% | Q1 2026 | May 07, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 87,027 | 2,694 | 0.19% | 0.19% | 300 | -736 | -0.84% | Q1 2026 | May 15, 2026 |