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 | No change | 51,767,947 | 1,908,684 | 3.39% | 3.39% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 29,016,208 | 1,069,827 | 0.63% | 0.63% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 12,568,632 | 463,405 | 0.25% | 0.25% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 11,767,147 | 433,854 | 3.21% | 3.21% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,349,241 | 266,237 | 0.11% | 0.11% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | No change | 6,983,767 | 257,493 | 6.32% | 6.32% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 6,149,219 | 226,721 | 0.22% | 0.22% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 5,729,822 | 198,473 | 0.24% | 0.24% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Management, LLC | History | No change | 4,286,476 | 158,042 | 8.27% | 8.27% | 9 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,315,880 | 118,741 | 0.2% | 0.2% | 10 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savant Capital, LLC | History | No change | 3,231,643 | 114,589 | 0.34% | 0.34% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JMG Financial Group, Ltd. | History | No change | 3,074,425 | 113,354 | 2.74% | 2.74% | 12 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 2,867,994 | 105,742 | 5.62% | 5.62% | 13 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | No change | 2,627,084 | 96,860 | 0.1% | 0.1% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 2,285,436 | 84,264 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 2,017,782 | 74,395 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,859,876 | 68,573 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,830,982 | 67,508 | 0.65% | 0.65% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 1,715,392 | 63,246 | 2.3% | 2.3% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Waverly Advisors, LLC | History | No change | 1,699,550 | 62,662 | 0.36% | 0.36% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,649,131 | 60,803 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,636,994 | 60,355 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,553,972 | 57,156 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| 93 Financial Group, LLC | History | No change | 1,499,269 | 55,278 | 21.82% | 21.82% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,484,018 | 54,715 | 0.25% | 0.25% | 25 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,421,766 | 52,420 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,418,775 | 52,310 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,266,454 | 46,689 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Asset Management, LLC | History | No change | 1,259,073 | 46,422 | 5.95% | 5.95% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 1,275,655 | 45,693 | 5.78% | 5.78% | 30 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 1,198,872 | 44,202 | 1.25% | 1.25% | 31 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BLB&B Advisors, LLC | History | No change | 1,196,515 | 44,115 | 1.61% | 1.61% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 1,131,341 | 41,712 | 2.93% | 2.93% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | No change | 1,131,309 | 41,711 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mokosak Advisory Group, LLC | History | No change | 1,129,814 | 41,656 | 9.02% | 9.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 1,096,057 | 38,559 | 0.77% | 0.77% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 1,005,202 | 37,061 | 2.05% | 2.05% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 965,564 | 35,600 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Note Wealth, LLC | History | No change | 916,640 | 33,796 | 5.77% | 5.77% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BlackRock, Inc. | History | No change | 887,355 | 32,716 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 873,101 | 32,191 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CHOREO, LLC | History | No change | 871,833 | 32,144 | 0.35% | 0.35% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gemmer Asset Management LLC | History | No change | 863,655 | 31,842 | 2.14% | 2.14% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 841,424 | 31,023 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 815,376 | 30,062 | 0.22% | 0.22% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 775,129 | 28,579 | 0.52% | 0.52% | 46 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 769,563 | 28,373 | 1.51% | 1.51% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Seneca Financial Advisors LLC | History | No change | 767,806 | 28,309 | 7.35% | 7.35% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 766,354 | 28,258 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Planning Navigators CORP | History | No change | 730,881 | 26,947 | 10.09% | 10.09% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 730,699 | 26,940 | 1.06% | 1.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 686,859 | 25,324 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Compass Advisory Group LLC | History | No change | 685,027 | 25,256 | 6.0% | 6.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RKL Wealth Management LLC | History | No change | 683,405 | 25,197 | 2.01% | 2.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Curi Capital, LLC | History | No change | 683,104 | 25,186 | 0.39% | 0.39% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 675,122 | 24,891 | 0.32% | 0.32% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essex LLC | History | No change | 673,370 | 24,827 | 3.77% | 3.77% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lutz Financial Services LLC | History | No change | 672,364 | 24,790 | 1.51% | 1.51% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Noble Family Wealth, LLC | History | No change | 667,905 | 24,625 | 4.41% | 4.41% | 59 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Modera Wealth Management, LLC | History | No change | 666,792 | 24,584 | 0.26% | 0.26% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 666,751 | 24,583 | 1.28% | 1.28% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 642,681 | 23,695 | 0.59% | 0.59% | 62 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MAI Capital Management | History | No change | 612,338 | 22,576 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 568,557 | 20,962 | 0.18% | 0.18% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 565,591 | 20,853 | 0.97% | 0.97% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triangle Securities Wealth Management | History | No change | 530,443 | 19,557 | 3.88% | 3.88% | 66 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 529,633 | 19,527 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curbstone Financial Management Corp | History | No change | 518,787 | 19,127 | 3.26% | 3.26% | 68 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Denver PWM, LLC | History | No change | 512,689 | 18,815 | 6.15% | 6.15% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fortis Capital Management LLC | History | No change | 501,416 | 18,487 | 2.07% | 2.07% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Management Group, Inc. | History | No change | 498,057 | 18,363 | 2.69% | 2.69% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 494,924 | 18,247 | 1.58% | 1.58% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sherwood Financial Partners, LLC | History | No change | 493,878 | 18,209 | 14.66% | 14.66% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 487,343 | 17,968 | 0.64% | 0.64% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Womack Financial LLC | History | No change | 486,443 | 17,935 | 11.86% | 11.86% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 486,421 | 17,934 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 518,625 | 17,643 | 0.12% | 0.13% | 77 | +49,821 | 10.63% | Q3 2026 | Oct 08, 2026 |
| Harbor Group, Inc. | History | No change | 478,114 | 17,628 | 2.07% | 2.07% | 78 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 472,953 | 17,437 | 1.75% | 1.75% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 472,438 | 17,418 | 2.79% | 2.79% | 80 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IMA Advisory Services, Inc. | History | No change | 471,971 | 17,401 | 1.09% | 1.09% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | No change | 465,129 | 17,149 | 0.53% | 0.53% | 82 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 464,741 | 17,134 | 1.26% | 1.26% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 464,605 | 17,130 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 460,100 | 16,963 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 481,343 | 16,938 | 3.38% | 3.38% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | No change | 456,059 | 16,814 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Courage Miller Partners, LLC | History | No change | 455,266 | 16,785 | 4.43% | 4.43% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 451,823 | 16,658 | 1.57% | 1.57% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 446,605 | 16,466 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Sage Partners, LLC | History | No change | 439,926 | 16,220 | 2.3% | 2.3% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| White & Co Financial Planning Inc | History | No change | 439,692 | 16,211 | 10.04% | 10.04% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bangor Savings Bank | History | Reduced | 472,836 | 16,085 | 1.22% | 1.46% | 93 | -64,178 | -11.95% | Q3 2026 | Oct 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 433,827 | 15,995 | 0.91% | 0.91% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 433,379 | 15,978 | 0.15% | 0.15% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 431,877 | 15,923 | 1.02% | 1.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cannon Capital Management, Inc. | History | No change | 425,771 | 15,698 | 13.33% | 13.33% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 415,997 | 15,163 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 405,444 | 14,948 | 5.73% | 5.73% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 399,513 | 14,730 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 396,599 | 14,622 | 5.53% | 5.53% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Peak Financial Management, Inc. | History | No change | 393,869 | 14,521 | 3.33% | 3.33% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| St. Louis Trust Co | History | No change | 122,547 | 14,320 | 1.64% | 1.64% | 103 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 386,953 | 14,266 | 0.56% | 0.56% | 104 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Avior Wealth Management, LLC | History | No change | 381,998 | 14,084 | 0.37% | 0.37% | 105 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 393,352 | 13,975 | 0.26% | 0.26% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | No change | 392,236 | 13,877 | 12.21% | 12.21% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 376,253 | 13,872 | 1.71% | 1.71% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HB Wealth Management, LLC | History | No change | 372,500 | 13,734 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 371,674 | 13,703 | 3.03% | 3.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 365,440 | 13,473 | 1.5% | 1.5% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Alliance Wealth Management Group | History | No change | 364,410 | 13,435 | 2.62% | 2.62% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Towercrest Capital Management | History | No change | 364,410 | 13,435 | 1.87% | 1.87% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DAVENPORT & Co LLC | History | No change | 363,212 | 13,391 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 356,977 | 13,161 | 0.51% | 0.51% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 349,323 | 12,879 | 4.18% | 4.18% | 116 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Family Legacy Financial Solutions, LLC | History | Added to | 378,054 | 12,861 | 7.45% | 8.18% | 117 | +14,060 | 3.86% | Q3 2026 | Oct 07, 2026 |
| Simplicity Wealth,LLC | History | No change | 348,047 | 12,832 | 0.43% | 0.43% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 347,443 | 12,810 | 0.12% | 0.12% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 347,032 | 12,795 | 2.98% | 2.98% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 345,912 | 12,753 | 5.07% | 5.07% | 121 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 344,437 | 12,699 | 1.88% | 1.88% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 343,010 | 12,646 | 0.59% | 0.59% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LexAurum Advisors, LLC | History | No change | 342,974 | 12,645 | 1.46% | 1.46% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Omega Financial Group, LLC | History | No change | 341,565 | 12,593 | 3.83% | 3.83% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Missouri Trust & Investment Co | History | No change | 356,528 | 12,371 | 3.36% | 3.36% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nadler Financial Group, Inc. | History | No change | 333,864 | 12,309 | 1.04% | 1.04% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Milestone Investment Advisors LLC | History | No change | 332,273 | 12,250 | 2.65% | 2.65% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 332,075 | 12,243 | 0.45% | 0.45% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 331,564 | 12,224 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Black Diamond Financial, LLC | History | No change | 323,221 | 11,917 | 1.05% | 1.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 322,842 | 11,903 | 4.35% | 4.35% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ProVise Management Group, LLC | History | No change | 321,065 | 11,837 | 0.79% | 0.79% | 133 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Odyssey Group, LLC | History | No change | 317,388 | 11,702 | 3.17% | 3.17% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lee Financial Co | History | No change | 317,055 | 11,689 | 1.49% | 1.49% | 135 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HBK Sorce Advisory LLC | History | No change | 322,825 | 11,589 | 0.22% | 0.22% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bernard Wealth Management Corp. | History | No change | 312,545 | 11,523 | 4.25% | 4.25% | 137 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 312,299 | 11,514 | 4.67% | 4.67% | 138 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Larson Financial Group LLC | History | No change | 310,019 | 11,430 | 0.3% | 0.3% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 309,216 | 11,400 | 0.73% | 0.73% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 308,478 | 11,374 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 306,181 | 11,288 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 300,477 | 11,078 | 2.57% | 2.57% | 143 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tiller Private Wealth, Inc. | History | No change | 297,198 | 10,957 | 3.43% | 3.43% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Range Advisory, LLC | History | No change | 293,784 | 10,831 | 1.29% | 1.29% | 145 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Allworth Financial LP | History | No change | 292,552 | 10,786 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 289,077 | 10,658 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 285,914 | 10,541 | 2.71% | 2.71% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 280,538 | 10,343 | 0.6% | 0.6% | 149 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Monetary Solutions, Ltd | History | No change | 278,509 | 10,268 | 8.84% | 8.84% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| American Money Management, LLC | History | No change | 271,764 | 10,019 | 1.43% | 1.43% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 259,931 | 9,583 | 0.94% | 0.94% | 152 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 253,570 | 9,349 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| White Pine Investment CO | History | No change | 250,309 | 9,229 | 1.97% | 1.97% | 154 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 271,236 | 9,227 | 4.99% | 5.41% | 155 | -753 | -0.28% | Q3 2026 | Oct 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 248,565 | 9,164 | 0.2% | 0.2% | 156 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 247,603 | 9,129 | 3.68% | 3.68% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Point Inc. | History | No change | 247,145 | 9,112 | 0.77% | 0.77% | 158 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 245,233 | 9,041 | 5.3% | 5.3% | 159 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Scarborough Advisors, LLC | History | No change | 250,343 | 9,017 | 1.04% | 1.04% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Meridian Wealth Management, LLC | History | No change | 244,499 | 9,014 | 0.28% | 0.28% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | No change | 243,170 | 8,965 | 0.09% | 0.09% | 162 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 242,964 | 8,958 | 2.37% | 2.37% | 163 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| James J. Burns & Company, LLC | History | No change | 242,813 | 8,952 | 0.97% | 0.97% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 240,968 | 8,883 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 240,307 | 8,860 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 239,038 | 8,813 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WHITTIER TRUST CO | History | No change | 236,360 | 8,530 | 0.08% | 0.08% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 230,886 | 8,512 | 1.03% | 1.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Broadleaf Partners, LLC | History | No change | 226,927 | 8,366 | 1.62% | 1.62% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 219,273 | 8,084 | 3.83% | 3.83% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 216,525 | 7,983 | 0.54% | 0.54% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Visionary Wealth Advisors | History | No change | 209,937 | 7,740 | 0.31% | 0.31% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 208,299 | 7,679 | 2.21% | 2.21% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Jacobi Capital Management LLC | History | No change | 208,010 | 7,669 | 0.38% | 0.38% | 175 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 207,494 | 7,650 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 204,286 | 7,532 | 0.57% | 0.57% | 177 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Merit Financial Group, LLC | History | No change | 203,096 | 7,488 | 0.05% | 0.05% | 178 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 217,566 | 7,401 | 0.79% | 0.91% | 179 | -4,235 | -1.91% | Q3 2026 | Oct 07, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 199,216 | 7,345 | 0.62% | 0.62% | 180 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OxenFree Capital LLC | History | Added to | 208,478 | 7,271 | 3.14% | 3.19% | 181 | +12,727 | 6.5% | Q3 2026 | Oct 07, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 213,466 | 7,262 | 0.84% | 0.94% | 182 | -2,772 | -1.28% | Q3 2026 | Oct 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 196,201 | 7,233 | 0.61% | 0.61% | 183 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 195,674 | 7,214 | 0.33% | 0.33% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 194,841 | 7,183 | 1.92% | 1.92% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneAscent Financial Services LLC | History | No change | 192,278 | 7,089 | 0.34% | 0.34% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Texas Yale Capital Corp. | History | No change | 191,530 | 7,061 | 0.15% | 0.15% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Newton One Investments LLC | History | No change | 190,390 | 7,019 | 1.77% | 1.77% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 189,848 | 6,999 | 1.89% | 1.89% | 189 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gleason Group, Inc. | History | No change | 186,311 | 6,869 | 0.6% | 0.6% | 190 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 186,296 | 6,868 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 185,468 | 6,838 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONEYWISE, INC. | History | No change | 184,056 | 6,786 | 2.53% | 2.53% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pure Financial Advisors, LLC | History | No change | 181,950 | 6,708 | 0.09% | 0.09% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Powers Advisory Group, LLC | History | No change | 181,741 | 6,700 | 2.1% | 2.1% | 195 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Madden Advisory Services, Inc. | History | No change | 181,685 | 6,698 | 2.4% | 2.4% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creekside Partners | History | No change | 180,813 | 6,666 | 2.41% | 2.41% | 197 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 180,479 | 6,654 | 1.27% | 1.27% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 179,442 | 6,616 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Destination Wealth Management | History | No change | 176,884 | 6,521 | 0.15% | 0.15% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mengis Capital Management, Inc. | History | No change | 174,436 | 6,431 | 0.98% | 0.98% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Enclave Advisors LLC | History | No change | 167,608 | 6,179 | 0.78% | 0.78% | 202 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TMB Capital Partners, LLC | History | No change | 166,131 | 6,125 | 1.91% | 1.91% | 203 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Downshift Financial, LLC | History | No change | 159,804 | 5,891 | 2.65% | 2.65% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Reduced | 170,694 | 5,807 | 0.16% | 0.18% | 205 | -2,019 | -1.17% | Q3 2026 | Oct 02, 2026 |
| Diversify Advisory Services, LLC | History | No change | 165,405 | 5,784 | 0.1% | 0.1% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 165,405 | 5,784 | 0.1% | 0.1% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 153,178 | 5,647 | 6.09% | 6.09% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 152,811 | 5,634 | 2.79% | 2.79% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steele Capital Management, Inc. | History | No change | 151,201 | 5,574 | 0.21% | 0.21% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 149,532 | 5,513 | 1.05% | 1.05% | 211 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 149,200 | 5,501 | 2.04% | 2.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MFA WEALTH ADVISORS, LLC | History | New | 159,092 | 5,412 | 0.92% | — | 213 | +159,092 | New | Q3 2026 | Oct 07, 2026 |
| BIRCHBROOK, INC. | History | No change | 145,601 | 5,368 | 2.52% | 2.52% | 214 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Columbus Macro, LLC | History | No change | 144,728 | 5,336 | 0.52% | 0.52% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Family Investment Center, Inc. | History | No change | 144,342 | 5,321 | 0.88% | 0.88% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Planning LLC | History | Reduced | 155,877 | 5,302 | 1.41% | 1.71% | 217 | -3,558 | -2.23% | Q3 2026 | Oct 09, 2026 |
| Selby Wealth Management, LLC | History | No change | 142,683 | 5,260 | 1.86% | 1.86% | 218 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 142,630 | 5,258 | 0.21% | 0.21% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Schaeffer Financial LLC | History | No change | 142,468 | 5,252 | 4.06% | 4.06% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 139,747 | 5,152 | 0.78% | 0.78% | 221 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 139,483 | 5,142 | 0.67% | 0.67% | 222 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RFG Advisory, LLC | History | No change | 137,619 | 5,074 | 0.08% | 0.08% | 223 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | No change | 136,608 | 5,037 | 0.89% | 0.89% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 136,573 | 5,035 | 0.63% | 0.63% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Code Waechter LLC | History | No change | 135,742 | 5,004 | 2.59% | 2.59% | 226 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Modern Wealth Management, LLC | History | No change | 135,172 | 4,983 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 134,951 | 4,975 | 1.37% | 1.37% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Perigon Wealth Management, LLC | History | No change | 133,825 | 4,934 | 0.08% | 0.08% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 133,848 | 4,934 | 1.56% | 1.56% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| United Advisor Group, LLC | History | No change | 133,472 | 4,921 | 0.52% | 0.52% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Roundview Capital LLC | History | No change | 132,051 | 4,868 | 0.27% | 0.27% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Apollon Wealth Management, LLC | History | No change | 131,918 | 4,863 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arcataur Capital Management LLC | History | No change | 131,888 | 4,862 | 1.2% | 1.2% | 234 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 131,356 | 4,843 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 131,105 | 4,833 | 1.38% | 1.38% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 130,818 | 4,823 | 0.09% | 0.09% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Valpey Financial Services, LLC | History | No change | 129,972 | 4,792 | 2.85% | 2.85% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 129,490 | 4,774 | 1.16% | 1.16% | 239 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Compass Financial Group, INC/SD | History | No change | 128,549 | 4,739 | 0.54% | 0.54% | 240 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Financial, LLC | History | No change | 128,429 | 4,735 | 0.56% | 0.56% | 241 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 128,359 | 4,732 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 124,076 | 4,574 | 0.07% | 0.07% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fort Point Capital Partners LLC | History | No change | 123,863 | 4,566 | 0.32% | 0.32% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESCAP Management Group, Inc. | History | No change | 120,537 | 4,444 | 0.83% | 0.83% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 120,265 | 4,434 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Richardson Capital Management LLC | History | No change | 117,984 | 4,350 | 1.86% | 1.86% | 247 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Equitable Holdings, Inc. | History | No change | 117,937 | 4,348 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 117,730 | 4,340 | 0.19% | 0.19% | 249 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 140,332 | 4,311 | 4.05% | 4.05% | 250 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Providence First Trust Co | History | No change | 115,826 | 4,270 | 1.19% | 1.19% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nicollet Investment Management, Inc. | History | No change | 115,548 | 4,260 | 1.32% | 1.32% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valmark Advisers, Inc. | History | No change | 115,053 | 4,242 | 0.05% | 0.05% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 114,983 | 4,239 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plancorp, LLC | History | No change | 119,715 | 4,235 | 0.1% | 0.1% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 114,787 | 4,231 | 0.43% | 0.43% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HC Advisors, LLC | History | No change | 114,614 | 4,225 | 2.56% | 2.56% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Composition Wealth, LLC | History | No change | 113,927 | 4,200 | 0.05% | 0.05% | 258 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Livet Wealth, LLC | History | No change | 112,804 | 4,159 | 2.4% | 2.4% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 110,921 | 4,089 | 0.04% | 0.04% | 260 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 110,193 | 4,062 | 2.52% | 2.52% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 110,125 | 4,057 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 110,000 | 4,055 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NorthRock Partners, LLC | History | No change | 108,241 | 3,990 | 0.06% | 0.06% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 106,720 | 3,934 | 0.43% | 0.43% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 106,475 | 3,925 | 0.23% | 0.23% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prentice Wealth Management LLC | History | No change | 106,234 | 3,916 | 0.81% | 0.81% | 267 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Element Wealth, LLC | History | No change | 106,022 | 3,909 | 1.46% | 1.46% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 105,776 | 3,899 | 0.08% | 0.08% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 105,577 | 3,892 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waterfront Wealth Inc. | History | No change | 106,985 | 3,831 | 0.59% | 0.59% | 271 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Orcam Financial Group | History | No change | 103,810 | 3,827 | 1.87% | 1.87% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McAdam, LLC | History | No change | 103,573 | 3,818 | 0.15% | 0.15% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jacobs Equity LLC | History | No change | 103,557 | 3,818 | 2.64% | 2.64% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 106,670 | 3,794 | 0.2% | 0.2% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 102,844 | 3,791 | 2.31% | 2.31% | 276 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savvy Advisors, Inc. | History | No change | 102,651 | 3,784 | 0.08% | 0.08% | 277 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Councilor Wealth, LLC | History | Reduced | 111,153 | 3,781 | 1.56% | 1.72% | 278 | -3,960 | -3.44% | Q3 2026 | Oct 09, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 102,088 | 3,763 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Blankinship & Foster, LLC | History | No change | 100,599 | 3,709 | 0.75% | 0.75% | 280 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| John Boyer, Inc. | History | No change | 100,330 | 3,699 | 3.21% | 3.21% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 99,915 | 3,683 | 0.29% | 0.29% | 282 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Zhang Financial LLC | History | No change | 98,902 | 3,646 | 0.11% | 0.11% | 283 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EP Wealth Advisors, LLC | History | No change | 98,112 | 3,617 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Group Ltd | History | Added to | 102,182 | 3,532 | 0.65% | 0.72% | 285 | +16 | 0.02% | Q3 2026 | Oct 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 94,974 | 3,501 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 94,907 | 3,499 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LifeSteps Financial, Inc. | History | No change | 94,401 | 3,480 | 1.62% | 1.62% | 288 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 94,263 | 3,475 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 94,251 | 3,475 | 0.36% | 0.36% | 290 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, LLC | History | No change | 92,064 | 3,394 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 91,305 | 3,366 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 91,107 | 3,359 | 0.07% | 0.07% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 91,116 | 3,359 | 2.33% | 2.33% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 97,785 | 3,326 | 0.2% | 0.23% | 295 | -858 | -0.87% | Q3 2026 | Oct 08, 2026 |
| Boltwood Capital Management | History | Added to | 97,571 | 3,319 | 0.75% | 0.82% | 296 | +787 | 0.81% | Q3 2026 | Oct 02, 2026 |
| Envision Financial LLC | History | No change | 89,605 | 3,303 | 1.52% | 1.52% | 297 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Carolina Wealth Management Inc | History | No change | 88,755 | 3,272 | 1.51% | 1.51% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 88,281 | 3,254 | 0.39% | 0.39% | 299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meramec Financial Planners, LLC | History | No change | 92,435 | 3,232 | 1.18% | 1.18% | 300 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |