SCHWAB STRATEGIC TRUST - SCHO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 110,717,308 | 2,687,109 | 0.2% | 0.22% | 1 | -11,783,851 | -9.62% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,469,334 | 593,381 | 0.04% | 0.03% | 2 | +3,361,687 | 15.93% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 16,741,000 | 406,304 | 0.37% | 0.45% | 3 | -1,859,555 | -10.0% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 15,446,985 | 363,242 | 0.08% | 0.11% | 4 | -3,549,871 | -18.69% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,671,554 | 186,188 | 0.05% | 0.05% | 5 | +198,621 | 2.66% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,358,904 | 154,331 | 0.14% | 0.13% | 6 | +331,139 | 5.49% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,104,187 | 99,608 | 0.06% | 0.05% | 7 | +227,884 | 5.88% | Q1 2026 | May 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 3,920,931 | 95,160 | 10.23% | 10.1% | 8 | +250,417 | 6.82% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,409,345 | 82,540 | 0.17% | 0.11% | 9 | +231,762 | 7.29% | Q1 2026 | Apr 08, 2026 |
| STATE STREET CORP | History | No change | 3,100,000 | 75,237 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,978,594 | 72,290 | 0.16% | 0.22% | 11 | -1,098,731 | -26.95% | Q1 2026 | May 05, 2026 |
| MCF Advisors LLC | History | Added to | 2,755,371 | 66,872 | 2.93% | 3.65% | 12 | +43,767 | 1.61% | Q1 2026 | May 11, 2026 |
| Bangor Savings Bank | History | Added to | 2,576,647 | 62,535 | 5.0% | 4.79% | 13 | +133,105 | 5.45% | Q1 2026 | Apr 01, 2026 |
| LPL Financial LLC | History | Added to | 2,324,640 | 56,419 | 0.01% | 0.01% | 14 | +596,186 | 34.49% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,304,449 | 55,928 | 0.01% | 0.01% | 15 | +146,913 | 6.81% | Q1 2026 | May 11, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 2,176,741 | 52,829 | 7.01% | 6.72% | 16 | +224,689 | 11.51% | Q1 2026 | Apr 13, 2026 |
| LVW Advisors, LLC | History | Added to | 2,112,985 | 51,282 | 4.89% | 5.12% | 17 | +40,751 | 1.97% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,057,653 | 49,939 | 0.37% | 0.37% | 18 | +168,337 | 8.91% | Q1 2026 | Apr 15, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 1,964,291 | 47,673 | 9.14% | 8.96% | 19 | +26,303 | 1.36% | Q1 2026 | Apr 22, 2026 |
| MORGAN STANLEY | History | Added to | 1,888,069 | 45,823 | 0.0% | 0.0% | 20 | +354,669 | 23.13% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Added to | 1,846,314 | 44,810 | 0.56% | 0.4% | 21 | +523,622 | 39.59% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Added to | 1,821,170 | 44,199 | 0.01% | 0.0% | 22 | +702,153 | 62.75% | Q1 2026 | May 05, 2026 |
| FLC Capital Advisors | History | Added to | 1,718,824 | 41,715 | 7.45% | 7.33% | 23 | +89,613 | 5.5% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Reduced | 1,692,832 | 41,085 | 0.06% | 0.07% | 24 | -417,878 | -19.8% | Q1 2026 | May 15, 2026 |
| High Probability Advisors, LLC | History | Added to | 1,682,861 | 40,843 | 5.23% | 4.77% | 25 | +213,719 | 14.55% | Q1 2026 | Apr 10, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 1,613,491 | 39,159 | 2.42% | 2.48% | 26 | -113,181 | -6.55% | Q1 2026 | May 14, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 1,544,533 | 37,485 | 2.39% | 3.38% | 27 | -533,280 | -25.67% | Q1 2026 | Apr 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,521,242 | 36,920 | 0.28% | 0.17% | 28 | +643,713 | 73.36% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 1,493,451 | 36,246 | 0.2% | 0.22% | 29 | -237,574 | -13.72% | Q1 2026 | Apr 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 1,457,711 | 35,378 | 2.06% | 2.04% | 30 | +98,635 | 7.26% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,400,381 | 33,987 | 0.05% | 0.05% | 31 | -37,144 | -2.58% | Q1 2026 | May 15, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 1,383,795 | 33,584 | 11.91% | 12.26% | 32 | +2,210 | 0.16% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Added to | 1,365,589 | 33,142 | 0.19% | 0.18% | 33 | +102,019 | 8.07% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 1,364,383 | 33,113 | 1.36% | 1.3% | 34 | +79,514 | 6.19% | Q1 2026 | May 12, 2026 |
| Blackhawk Capital Partners, LLC | History | New | 1,241,367 | 30,127 | 11.05% | — | 35 | +1,241,367 | New | Q1 2026 | May 05, 2026 |
| Passive Capital Management, LLC. | History | Added to | 1,234,433 | 29,959 | 8.94% | 8.89% | 36 | +68,149 | 5.84% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | New | 1,208,324 | 29,327 | 0.51% | — | 37 | +1,208,324 | New | Q1 2026 | May 11, 2026 |
| United Capital Management of KS, Inc. | History | Added to | 1,173,541 | 28,481 | 4.31% | 3.85% | 38 | +45,606 | 4.04% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,145,070 | 27,790 | 0.76% | 0.53% | 39 | +296,365 | 34.92% | Q1 2026 | Apr 13, 2026 |
| Charles Schwab Trust Co | History | Added to | 1,101,683 | 26,737 | 1.73% | 1.66% | 40 | +64,464 | 6.22% | Q1 2026 | Apr 10, 2026 |
| Avior Wealth Management, LLC | History | Added to | 1,058,171 | 25,681 | 0.73% | 0.75% | 41 | +74,310 | 7.55% | Q1 2026 | Apr 09, 2026 |
| Holcombe Financial, Inc. | History | Added to | 1,029,588 | 24,988 | 14.69% | 14.69% | 42 | +69,726 | 7.26% | Q1 2026 | Apr 20, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 962,850 | 23,368 | 5.36% | 5.21% | 43 | +63,131 | 7.02% | Q1 2026 | Apr 20, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 886,900 | 21,525 | 1.72% | 1.68% | 44 | +4,262 | 0.48% | Q1 2026 | May 14, 2026 |
| Journey Advisory Group, LLC | History | Added to | 859,892 | 20,869 | 1.78% | 1.63% | 45 | +64,548 | 8.12% | Q1 2026 | May 05, 2026 |
| Courage Miller Partners, LLC | History | Added to | 820,033 | 19,902 | 5.62% | 5.83% | 46 | +25,466 | 3.21% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Reduced | 804,911 | 19,535 | 0.02% | 0.03% | 47 | -249,561 | -23.67% | Q1 2026 | May 13, 2026 |
| RMR Wealth Builders | History | Added to | 796,357 | 19,327 | 1.52% | 1.28% | 48 | +139,553 | 21.25% | Q1 2026 | Apr 22, 2026 |
| NOVEM GROUP | History | Added to | 790,571 | 19,187 | 2.2% | 2.12% | 49 | +33,051 | 4.36% | Q1 2026 | Apr 10, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 780,153 | 18,934 | 0.98% | 1.03% | 50 | -10,137 | -1.28% | Q1 2026 | Apr 17, 2026 |
| Fund Evaluation Group, LLC | History | No change | 772,924 | 18,758 | 0.58% | 0.62% | 51 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 761,195 | 18,474 | 0.01% | 0.01% | 52 | -51,322 | -6.32% | Q1 2026 | May 07, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 753,576 | 18,289 | 1.54% | 1.54% | 53 | -155 | -0.02% | Q1 2026 | Apr 20, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 752,236 | 18,256 | 0.47% | 0.39% | 54 | +133,435 | 21.56% | Q1 2026 | May 13, 2026 |
| Black Diamond Financial, LLC | History | Added to | 723,101 | 17,549 | 1.91% | 1.79% | 55 | +25,850 | 3.71% | Q1 2026 | May 05, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 714,088 | 17,330 | 9.03% | 8.35% | 56 | +89,095 | 14.26% | Q1 2026 | Apr 22, 2026 |
| BWM Planning, LLC | History | Added to | 703,664 | 17,077 | 4.5% | 4.1% | 57 | +73,725 | 11.7% | Q1 2026 | Apr 21, 2026 |
| Inspire Investing, LLC | History | Reduced | 689,358 | 16,730 | 1.38% | 1.62% | 58 | -48,376 | -6.56% | Q1 2026 | Apr 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 672,388 | 16,386 | 0.01% | — | 59 | +672,388 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 664,015 | 16,069 | 0.15% | 0.14% | 60 | +130,797 | 24.53% | Q1 2026 | Apr 07, 2026 |
| JPL Wealth Management, LLC | History | Added to | 650,307 | 15,782 | 3.63% | 3.64% | 61 | +37,116 | 6.05% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 642,776 | 15,600 | 0.0% | 0.01% | 62 | -91,583 | -12.47% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 637,834 | 15,480 | 0.49% | 0.53% | 63 | +45,813 | 7.74% | Q1 2026 | May 07, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 628,836 | 15,261 | 0.22% | 0.23% | 64 | +31,986 | 5.36% | Q1 2026 | Apr 10, 2026 |
| Clear Retirement Advice LLC | History | Added to | 598,083 | 14,515 | 11.4% | 11.16% | 65 | +9,432 | 1.6% | Q1 2026 | Apr 28, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 595,497 | 14,452 | 6.89% | 4.49% | 66 | +171,272 | 40.37% | Q1 2026 | Apr 28, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 592,210 | 14,432 | 4.35% | 4.35% | 67 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | Added to | 581,081 | 14,102 | 0.08% | 0.0% | 68 | +576,027 | 11397.45% | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 577,947 | 14,026 | 1.15% | 0.72% | 69 | +230,607 | 66.39% | Q1 2026 | Apr 08, 2026 |
| Prairiewood Capital, LLC | History | Added to | 576,172 | 13,983 | 4.04% | 4.08% | 70 | +36,712 | 6.81% | Q1 2026 | Apr 16, 2026 |
| Marotta Asset Management | History | Reduced | 564,482 | 13,660 | 2.52% | 2.67% | 71 | -28,210 | -4.76% | Q1 2026 | Apr 27, 2026 |
| Vivaldi Capital Management LP | History | Added to | 555,616 | 13,484 | 1.86% | 1.8% | 72 | +12,576 | 2.32% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Reduced | 552,714 | 13,414 | 0.42% | 0.77% | 73 | -132,685 | -19.36% | Q1 2026 | Apr 29, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 549,185 | 13,328 | 2.79% | 2.76% | 74 | +11,492 | 2.14% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 542,653 | 13,170 | 1.81% | 1.75% | 75 | +22,498 | 4.33% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 534,366 | 12,947 | 0.23% | 0.59% | 76 | +17,762 | 3.44% | Q1 2026 | May 01, 2026 |
| Bank of New York Mellon Corp | History | Added to | 532,688 | 12,928 | 0.0% | 0.0% | 77 | +489,399 | 1130.54% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | New | 528,562 | 12,828 | 0.16% | — | 78 | +528,562 | New | Q1 2026 | May 12, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 522,603 | 12,691 | 3.14% | 3.28% | 79 | -71,633 | -12.05% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 519,885 | 12,617 | 0.2% | 0.22% | 80 | -45,241 | -8.01% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 519,253 | 12,602 | 0.0% | 0.0% | 81 | +2,662 | 0.52% | Q1 2026 | May 15, 2026 |
| Arnold Financial Planning LLC | History | Added to | 517,952 | 12,570 | 11.74% | 10.89% | 82 | +84,284 | 19.44% | Q1 2026 | Apr 14, 2026 |
| BARD ASSOCIATES INC | History | Added to | 508,848 | 12,349 | 3.1% | 1.74% | 83 | +231,101 | 83.21% | Q1 2026 | May 07, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 503,560 | 12,221 | 2.25% | 2.17% | 84 | +14,911 | 3.05% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 489,466 | 11,879 | 0.01% | 0.01% | 85 | -9,079 | -1.82% | Q1 2026 | May 14, 2026 |
| TRB Wealth Management, LLC | History | New | 483,780 | 11,741 | 1.67% | — | 86 | +483,780 | New | Q1 2026 | May 14, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 472,888 | 11,476 | 1.53% | 1.57% | 87 | -9,062 | -1.88% | Q1 2026 | Apr 09, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 472,480 | 11,467 | 1.32% | 0.47% | 88 | +296,433 | 168.38% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 469,086 | 11,385 | 0.02% | 0.01% | 89 | +61,602 | 15.12% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 466,023 | 11,310 | 0.39% | 0.34% | 90 | +52,641 | 12.73% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Reduced | 451,828 | 10,965 | 0.05% | 0.13% | 91 | -481,123 | -51.57% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 446,991 | 10,848 | 0.02% | 0.01% | 92 | +162,036 | 56.86% | Q1 2026 | May 14, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 438,538 | 10,643 | 6.44% | 7.26% | 93 | -45,426 | -9.39% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 425,562 | 10,328 | 0.22% | 0.22% | 94 | -3,357 | -0.78% | Q1 2026 | May 01, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 422,625 | 10,257 | 3.77% | 3.54% | 95 | +11,782 | 2.87% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 417,951 | 10,143 | 0.03% | 0.03% | 96 | -63,888 | -13.26% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 417,417 | 10,130 | 0.62% | 0.78% | 97 | -249,224 | -37.39% | Q1 2026 | Apr 28, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | Added to | 403,061 | 9,782 | 1.03% | 0.73% | 98 | +77,939 | 23.97% | Q1 2026 | Apr 20, 2026 |
| Momentum Wealth Planning, LLC | History | Added to | 400,329 | 9,715 | 8.63% | 5.04% | 99 | +135,274 | 51.04% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Reduced | 399,294 | 9,690 | 0.01% | 0.01% | 100 | -28,508 | -6.66% | Q1 2026 | May 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 397,028 | 9,635 | 2.48% | 2.47% | 101 | +11,866 | 3.08% | Q1 2026 | Apr 09, 2026 |
| Members Advisory Group LLC | History | New | 396,056 | 9,612 | 3.3% | — | 102 | +396,056 | New | Q1 2026 | May 05, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 390,298 | 9,472 | 2.29% | 2.16% | 103 | +23,570 | 6.43% | Q1 2026 | May 05, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 386,884 | 9,389 | 1.68% | 1.69% | 104 | +15,361 | 4.13% | Q1 2026 | May 01, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 386,004 | 9,368 | 1.92% | 1.83% | 105 | +23,163 | 6.38% | Q1 2026 | Apr 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 376,100 | 9,127 | 0.18% | 0.15% | 106 | +82,302 | 28.01% | Q1 2026 | May 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 365,774 | 8,877 | 4.15% | 3.44% | 107 | +67,155 | 22.49% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 351,200 | 8,524 | 0.01% | 0.01% | 108 | +11,440 | 3.37% | Q1 2026 | May 14, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 347,705 | 8,437 | 3.68% | 6.33% | 109 | -201,762 | -36.72% | Q1 2026 | May 12, 2026 |
| Greenline Partners, LLC | History | Added to | 345,210 | 8,378 | 0.9% | 0.89% | 110 | +27,322 | 8.59% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Added to | 344,704 | 8,365 | 1.0% | 0.99% | 111 | +26,395 | 8.29% | Q1 2026 | Apr 20, 2026 |
| Roundview Capital LLC | History | Reduced | 339,388 | 8,236 | 0.51% | 0.53% | 112 | -16,568 | -4.65% | Q1 2026 | May 08, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 338,022 | 8,203 | 1.35% | 1.42% | 113 | -989 | -0.29% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 335,587 | 8,144 | 0.53% | 0.58% | 114 | -28,650 | -7.87% | Q1 2026 | Apr 15, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 327,861 | 7,957 | 6.53% | 7.15% | 115 | +13,057 | 4.15% | Q1 2026 | Apr 27, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 317,022 | 7,665 | 1.26% | 1.4% | 116 | -16,602 | -4.98% | Q1 2026 | Apr 07, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 300,682 | 7,297 | 0.98% | 1.01% | 117 | -11,443 | -3.67% | Q1 2026 | Apr 07, 2026 |
| Mariner, LLC | History | Reduced | 300,579 | 7,295 | 0.01% | 0.01% | 118 | -10,722 | -3.44% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 298,398 | 7,242 | 0.03% | 0.03% | 119 | +51,095 | 20.66% | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 297,217 | 7,213 | 0.26% | 0.27% | 120 | -21,633 | -6.78% | Q1 2026 | Apr 14, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 293,361 | 7,119 | 3.14% | 3.01% | 121 | -1,778 | -0.6% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 282,419 | 6,854 | 0.04% | 0.03% | 122 | +118,855 | 72.67% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 278,260 | 6,753 | 0.01% | 0.01% | 123 | +3,983 | 1.45% | Q1 2026 | May 14, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 274,670 | 6,666 | 0.18% | 0.15% | 124 | +27,053 | 10.93% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | New | 274,548 | 6,663 | 0.0% | — | 125 | +274,548 | New | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 268,463 | 6,515 | 0.15% | 0.02% | 126 | +242,798 | 946.03% | Q1 2026 | May 15, 2026 |
| Plan A Wealth LLC | History | Added to | 268,472 | 6,515 | 3.12% | 2.9% | 127 | +25,098 | 10.31% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 265,574 | 6,445 | 0.0% | 0.0% | 128 | +66,580 | 33.46% | Q1 2026 | May 13, 2026 |
| Red Tortoise LLC | History | Added to | 264,983 | 6,431 | 2.68% | 2.37% | 129 | +35,432 | 15.44% | Q1 2026 | Apr 21, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 264,865 | 6,428 | 0.34% | 0.9% | 130 | -406,247 | -60.53% | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 258,450 | 6,272 | 0.05% | 0.04% | 131 | +117,062 | 82.79% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 257,004 | 6,237 | 0.02% | 0.02% | 132 | +16,473 | 6.85% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 249,015 | 6,043 | 0.09% | 0.09% | 133 | +18,451 | 8.0% | Q1 2026 | May 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 245,030 | 5,946 | 0.09% | 0.06% | 134 | +91,939 | 60.06% | Q1 2026 | Apr 09, 2026 |
| Act Two Investors LLC | History | Reduced | 242,756 | 5,891 | 1.3% | 1.25% | 135 | -43,306 | -15.14% | Q1 2026 | May 08, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 240,649 | 5,840 | 1.07% | 0.71% | 136 | +71,335 | 42.13% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | Reduced | 239,922 | 5,830 | 0.09% | 0.13% | 137 | -20,925 | -8.02% | Q1 2026 | Apr 20, 2026 |
| Evensky & Katz LLC | History | Reduced | 232,942 | 5,654 | 0.32% | 0.35% | 138 | -18,883 | -7.5% | Q1 2026 | Apr 22, 2026 |
| Farrow Financial, Inc. | History | Reduced | 230,174 | 5,586 | 3.17% | 3.24% | 139 | -1,206 | -0.52% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Reduced | 229,332 | 5,565 | 0.03% | 0.03% | 140 | -18,300 | -7.39% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 226,802 | 5,504 | 0.04% | 0.04% | 141 | +1,852 | 0.82% | Q1 2026 | Apr 27, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 223,230 | 5,417 | 2.75% | 2.79% | 142 | +28,603 | 14.7% | Q1 2026 | May 14, 2026 |
| Successful Portfolios LLC | History | Added to | 222,991 | 5,410 | 2.98% | 2.69% | 143 | +6,354 | 2.93% | Q1 2026 | Apr 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 220,544 | 5,352 | 0.17% | 0.18% | 144 | -6,806 | -2.99% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 220,252 | 5,345 | 0.01% | 0.03% | 145 | -625,313 | -73.95% | Q1 2026 | Apr 27, 2026 |
| Valpey Financial Services, LLC | History | Added to | 217,808 | 5,286 | 3.44% | 3.35% | 146 | +2,511 | 1.17% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 216,965 | 5,265 | 0.07% | 0.06% | 147 | +43,403 | 25.01% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 215,761 | 5,236 | 0.14% | 0.0% | 148 | +215,209 | 38987.14% | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 212,185 | 5,149 | 1.97% | 2.02% | 149 | +4,300 | 2.07% | Q1 2026 | Apr 21, 2026 |
| MidFirst Bank | History | Added to | 208,991 | 5,072 | 0.42% | 0.38% | 150 | +15,724 | 8.14% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | New | 207,440 | 5,020 | 0.27% | — | 151 | +207,440 | New | Q1 2026 | May 12, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 206,470 | 4,964 | 4.51% | 4.52% | 152 | +2,993 | 1.47% | Q1 2026 | May 07, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 201,936 | 4,900 | 0.16% | 0.17% | 153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 200,452 | 4,864 | 0.72% | 0.89% | 154 | +1,825 | 0.92% | Q1 2026 | Apr 27, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 197,856 | 4,801 | 1.92% | 1.92% | 155 | -3,746 | -1.86% | Q1 2026 | Apr 23, 2026 |
| Sankala Group LLC | History | Added to | 196,609 | 4,761 | 3.89% | 3.78% | 156 | +3,036 | 1.57% | Q1 2026 | Mar 31, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 194,349 | 4,716 | 0.38% | 1.12% | 157 | -357,738 | -64.8% | Q1 2026 | May 13, 2026 |
| Pflug Koory, LLC | History | Added to | 191,515 | 4,648 | 2.13% | 2.12% | 158 | +5,330 | 2.86% | Q1 2026 | Apr 21, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 190,711 | 4,647 | 0.31% | 0.31% | 159 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 190,039 | 4,612 | 0.0% | 0.01% | 160 | -213,033 | -52.85% | Q1 2026 | May 05, 2026 |
| Harrington Investments, INC | History | Added to | 182,594 | 4,431 | 2.33% | 2.22% | 161 | +824 | 0.45% | Q1 2026 | Apr 13, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 181,762 | 4,411 | 1.89% | 1.81% | 162 | +8,072 | 4.65% | Q1 2026 | Apr 20, 2026 |
| Main Street Group, LTD | History | Reduced | 181,331 | 4,400 | 1.29% | 1.91% | 163 | -45,605 | -20.1% | Q1 2026 | May 06, 2026 |
| American Investment Services, Inc. | History | Added to | 180,905 | 4,390 | 0.98% | 0.92% | 164 | +17,846 | 10.94% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Added to | 176,134 | 4,274 | 0.23% | 0.01% | 165 | +165,827 | 1608.88% | Q1 2026 | May 14, 2026 |
| WNY Asset Management, LLC | History | New | 174,656 | 4,238 | 0.44% | — | 166 | +174,656 | New | Q1 2026 | May 22, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 174,069 | 4,224 | 1.41% | 1.49% | 167 | -9,048 | -4.94% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 170,750 | 4,144 | 0.95% | 0.84% | 168 | +22,393 | 15.09% | Q1 2026 | Apr 09, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 162,087 | 3,933 | 1.29% | 1.18% | 169 | -17,554 | -9.77% | Q1 2026 | Apr 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 153,276 | 3,720 | 0.06% | 0.06% | 170 | +2,963 | 1.97% | Q1 2026 | May 15, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 152,404 | 3,698 | 2.11% | 1.88% | 171 | +15,866 | 11.62% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 148,256 | 3,598 | 0.24% | 0.25% | 172 | -20,241 | -12.01% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Added to | 146,716 | 3,560 | 0.16% | 0.15% | 173 | +14,169 | 10.69% | Q1 2026 | Apr 30, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 145,886 | 3,540 | 2.27% | 0.5% | 174 | +114,416 | 363.57% | Q1 2026 | Apr 21, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 143,112 | 3,473 | 1.44% | 1.48% | 175 | -13,748 | -8.76% | Q1 2026 | Apr 08, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 140,336 | 3,405 | 0.16% | 0.19% | 176 | -17,865 | -11.29% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 138,213 | 3,354 | 0.04% | 0.03% | 177 | +25,658 | 22.8% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 137,204 | 3,329 | 0.0% | 0.0% | 178 | -10,131 | -6.88% | Q1 2026 | Apr 27, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 135,954 | 3,299 | 0.12% | 0.08% | 179 | +44,257 | 48.26% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 134,838 | 3,272 | 0.03% | 0.03% | 180 | +6,779 | 5.29% | Q1 2026 | May 12, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 133,466 | 3,239 | 2.02% | 1.86% | 181 | +6,917 | 5.47% | Q1 2026 | Apr 28, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 132,930 | 3,226 | 2.77% | 2.65% | 182 | -3,860 | -2.82% | Q1 2026 | Apr 28, 2026 |
| Cheviot Value Management, LLC | History | Added to | 132,631 | 3,218 | 0.32% | 0.3% | 183 | +7,813 | 6.26% | Q1 2026 | May 12, 2026 |
| Beckerman Institutional, LLC | History | Added to | 131,574 | 3,193 | 1.7% | 1.73% | 184 | +5,104 | 4.04% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Reduced | 129,323 | 3,138 | 0.04% | 0.04% | 185 | -11,746 | -8.33% | Q1 2026 | Apr 16, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 129,000 | 3,130 | 1.73% | 1.19% | 186 | +52,000 | 67.53% | Q1 2026 | May 11, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 128,070 | 3,108 | 0.32% | 0.29% | 187 | +11,837 | 10.18% | Q1 2026 | May 06, 2026 |
| SIMA Wealth Partners, LLC | History | New | 127,906 | 3,104 | 2.36% | — | 188 | +127,906 | New | Q1 2026 | May 15, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 127,704 | 3,099 | 2.92% | 2.96% | 189 | +2,208 | 1.76% | Q1 2026 | May 07, 2026 |
| Investment Research Partners LLC | History | Added to | 127,657 | 3,098 | 1.26% | 1.16% | 190 | +16,500 | 14.84% | Q1 2026 | Apr 29, 2026 |
| Dakota Wealth Management | History | Reduced | 126,413 | 3,068 | 0.07% | 0.06% | 191 | -9,537 | -7.02% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 125,986 | 3,057 | 0.04% | 0.04% | 192 | -6,466 | -4.88% | Q1 2026 | Apr 20, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 124,692 | 3,026 | 0.68% | 0.3% | 194 | +72,524 | 139.02% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 124,706 | 3,026 | 0.01% | 0.01% | 193 | -12,038 | -8.8% | Q1 2026 | May 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 123,734 | 3,003 | 0.09% | 0.03% | 195 | +86,330 | 230.8% | Q1 2026 | Apr 16, 2026 |
| McLean Asset Management Corp | History | Added to | 123,493 | 2,997 | 0.52% | 0.54% | 196 | +636 | 0.52% | Q1 2026 | Apr 22, 2026 |
| ETF Store, Inc. | History | Added to | 122,889 | 2,982 | 2.9% | 2.95% | 197 | +4,131 | 3.48% | Q1 2026 | Apr 30, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 121,851 | 2,957 | 0.29% | 0.29% | 198 | +3,964 | 3.36% | Q1 2026 | Apr 27, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 121,535 | 2,949 | 0.17% | 0.18% | 199 | -5,973 | -4.68% | Q1 2026 | Apr 30, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 121,068 | 2,938 | 0.09% | 0.09% | 200 | +16 | 0.01% | Q1 2026 | Apr 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 120,887 | 2,933 | 0.01% | 0.01% | 201 | +2,314 | 1.95% | Q1 2026 | May 08, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 119,987 | 2,912 | 2.29% | — | 202 | +119,987 | New | Q1 2026 | Apr 16, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 118,555 | 2,877 | 2.43% | 2.45% | 203 | -5,727 | -4.61% | Q1 2026 | Apr 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 118,172 | 2,859 | 0.21% | 0.22% | 204 | -5,223 | -4.23% | Q1 2026 | Apr 27, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 117,799 | 2,858 | 0.51% | 0.5% | 205 | +6,507 | 5.85% | Q1 2026 | Apr 22, 2026 |
| VestGen Advisors, LLC | History | Reduced | 117,901 | 2,847 | 0.08% | 0.16% | 206 | -34,108 | -22.44% | Q1 2026 | May 14, 2026 |
| Breakwater Investment Management | History | Reduced | 115,683 | 2,807 | 1.04% | 1.04% | 207 | -1,988 | -1.69% | Q1 2026 | May 14, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 115,426 | 2,801 | 0.21% | 0.16% | 208 | +18,726 | 19.37% | Q1 2026 | May 13, 2026 |
| North Forty Two & Co. | History | Reduced | 115,406 | 2,800 | 2.59% | 2.66% | 209 | -105 | -0.09% | Q1 2026 | Apr 21, 2026 |
| WT Wealth Management | History | Reduced | 114,619 | 2,781 | 0.83% | 0.85% | 210 | -6,169 | -5.11% | Q1 2026 | Apr 21, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 112,900 | 2,751 | 0.25% | 0.29% | 211 | -2,738 | -2.37% | Q1 2026 | Apr 09, 2026 |
| National Wealth Management Group, LLC | History | Added to | 112,545 | 2,731 | 1.02% | 0.93% | 212 | +2,611 | 2.38% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 112,055 | 2,719 | 0.27% | 0.31% | 213 | +10,505 | 10.34% | Q1 2026 | Apr 06, 2026 |
| GTS SECURITIES LLC | History | New | 110,957 | 2,692 | 0.1% | — | 214 | +110,957 | New | Q1 2026 | May 14, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 108,099 | 2,623 | 2.03% | 2.01% | 215 | -1,463 | -1.34% | Q1 2026 | Apr 20, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 107,406 | 2,606 | 1.44% | 1.15% | 216 | +31,857 | 42.17% | Q1 2026 | Apr 16, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 107,294 | 2,604 | 0.33% | 0.38% | 217 | -13,270 | -11.01% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 107,157 | 2,600 | 0.0% | 0.01% | 218 | -8,786 | -7.58% | Q1 2026 | May 14, 2026 |
| DBK Financial Counsel, LLC | History | No change | 106,413 | 2,593 | 1.99% | 1.99% | 219 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| XY Planning Network, Inc. | History | Added to | 106,687 | 2,581 | 0.41% | 0.4% | 220 | +13,053 | 13.94% | Q1 2026 | Apr 14, 2026 |
| Elite Financial, Inc. | History | Reduced | 105,828 | 2,568 | 1.15% | 1.21% | 221 | -3,165 | -2.9% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 104,040 | 2,525 | 0.03% | 0.02% | 222 | +21,059 | 25.38% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 103,489 | 2,511 | 0.01% | 0.01% | 223 | -81,036 | -43.92% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 102,855 | 2,490 | 0.0% | 0.0% | 224 | +21,082 | 25.78% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 101,755 | 2,469 | 0.2% | 0.94% | 225 | -303,604 | -74.9% | Q1 2026 | Apr 16, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 100,538 | 2,440 | 0.27% | 0.31% | 226 | -15,712 | -13.52% | Q1 2026 | Apr 16, 2026 |
| Carnegie Investment Counsel | History | Added to | 99,276 | 2,409 | 0.05% | 0.04% | 227 | +3,266 | 3.4% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 99,143 | 2,406 | 0.04% | 0.06% | 228 | -26,421 | -21.04% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 92,219 | 2,238 | 0.37% | 0.33% | 229 | +8,593 | 10.28% | Q1 2026 | Apr 22, 2026 |
| OneAscent Financial Services LLC | History | Added to | 91,936 | 2,231 | 0.12% | 0.17% | 230 | +17,507 | 23.52% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 90,413 | 2,194 | 0.13% | 0.14% | 231 | +2,002 | 2.26% | Q1 2026 | Apr 13, 2026 |
| Mainsail Financial Group, LLC | History | Reduced | 87,544 | 2,124 | 0.88% | 0.9% | 232 | -1,658 | -1.86% | Q1 2026 | Apr 15, 2026 |
| Burk Holdings LLC | History | Added to | 85,998 | 2,087 | 0.89% | 0.84% | 233 | +14,113 | 19.63% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 85,262 | 2,077 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pines Wealth Management, LLC | History | Added to | 85,031 | 2,063 | 0.67% | 0.47% | 235 | +24,835 | 41.26% | Q1 2026 | Apr 08, 2026 |
| Bank of Marin | History | Added to | 84,550 | 2,052 | 1.5% | 1.36% | 236 | +3,455 | 4.26% | Q1 2026 | May 14, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 84,422 | 2,048 | 0.53% | 0.64% | 237 | -9,497 | -10.11% | Q1 2026 | May 11, 2026 |
| DMC Group, LLC | History | Added to | 84,157 | 2,042 | 1.38% | 1.35% | 238 | +1,039 | 1.25% | Q1 2026 | Apr 30, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 84,016 | 2,039 | 1.05% | 1.11% | 239 | -1,931 | -2.25% | Q1 2026 | May 13, 2026 |
| First Financial Group Corp | History | Reduced | 83,655 | 2,030 | 1.66% | 1.82% | 240 | -4,130 | -4.7% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Added to | 83,800 | 2,025 | 0.0% | 0.0% | 241 | +46,734 | 126.08% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 82,842 | 2,010 | 0.08% | 0.08% | 242 | -9,088 | -9.89% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 82,350 | 1,998 | 0.0% | 0.0% | 243 | +58,709 | 248.34% | Q1 2026 | May 15, 2026 |
| WorthPointe, LLC | History | Reduced | 81,917 | 1,988 | 0.54% | 0.9% | 244 | -58,258 | -41.56% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 80,670 | 1,957 | 0.0% | 0.0% | 245 | -330 | -0.41% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 80,441 | 1,952 | 0.08% | 0.05% | 246 | +28,349 | 54.42% | Q1 2026 | May 01, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 79,223 | 1,922 | 0.64% | 0.65% | 247 | -2,041 | -2.51% | Q1 2026 | Apr 14, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 78,413 | 1,903 | 0.16% | 0.16% | 248 | +3,944 | 5.3% | Q1 2026 | Apr 07, 2026 |
| Vise Technologies, Inc. | History | No change | 78,066 | 1,902 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 76,892 | 1,866 | 0.25% | 0.25% | 250 | +1,775 | 2.36% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 76,157 | 1,848 | 0.04% | 0.04% | 251 | +2,713 | 3.69% | Q1 2026 | Apr 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 76,127 | 1,847 | 0.15% | 0.17% | 252 | -1,221 | -1.58% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisors, LLC | History | New | 75,635 | 1,835 | 0.03% | — | 253 | +75,635 | New | Q1 2026 | Apr 17, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 75,278 | 1,826 | 0.11% | 0.09% | 254 | +11,349 | 17.75% | Q1 2026 | Apr 29, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 73,682 | 1,788 | 1.68% | 1.82% | 255 | -5,388 | -6.81% | Q1 2026 | May 08, 2026 |
| Centurion Wealth Management LLC | History | Added to | 73,500 | 1,783 | 0.4% | 0.33% | 256 | +12,000 | 19.51% | Q1 2026 | Apr 10, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 72,622 | 1,762 | 0.95% | 1.08% | 257 | -6,049 | -7.69% | Q1 2026 | May 15, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 71,514 | 1,735 | 1.22% | 1.44% | 258 | -9,377 | -11.59% | Q1 2026 | May 01, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 71,126 | 1,726 | 1.21% | 1.21% | 259 | +1,513 | 2.17% | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | Added to | 70,165 | 1,702 | 0.03% | 0.03% | 260 | +444 | 0.64% | Q1 2026 | Apr 16, 2026 |
| Roberts Financial Services LLC | History | Reduced | 68,858 | 1,671 | 0.53% | 1.54% | 261 | -131,896 | -65.7% | Q1 2026 | Apr 15, 2026 |
| Gambit Capital Management, LLC | History | New | 68,808 | 1,669 | 1.15% | — | 262 | +68,808 | New | Q1 2026 | May 14, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 67,796 | 1,645 | 0.23% | 0.7% | 263 | -132,958 | -66.23% | Q1 2026 | May 15, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 67,559 | 1,639 | 0.23% | 0.24% | 264 | -29 | -0.04% | Q1 2026 | Apr 29, 2026 |
| Reality Financial Planning Services, LLC | History | Added to | 66,908 | 1,623 | 1.57% | 1.37% | 265 | +8,345 | 14.25% | Q1 2026 | Apr 24, 2026 |
| Team Financial Group, LLC | History | Added to | 64,830 | 1,573 | 0.71% | 0.42% | 266 | +26,694 | 70.0% | Q1 2026 | May 01, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 64,164 | 1,563 | 0.99% | 0.99% | 267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Inspire Advisors, LLC | History | Added to | 64,279 | 1,560 | 0.13% | 0.11% | 268 | +14,214 | 28.39% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 63,922 | 1,551 | 0.06% | 0.03% | 269 | +34,676 | 118.57% | Q1 2026 | May 19, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 63,007 | 1,529 | 0.01% | 0.01% | 270 | -1,507 | -2.34% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 62,784 | 1,523 | 0.04% | 0.04% | 271 | +12,033 | 23.71% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 62,271 | 1,511 | 0.02% | 0.01% | 272 | +33,049 | 113.1% | Q1 2026 | May 13, 2026 |
| New Hampshire Trust | History | Added to | 62,244 | 1,510 | 0.3% | 0.25% | 273 | +10,382 | 20.02% | Q1 2026 | Apr 20, 2026 |
| Mendota Financial Group, LLC | History | Reduced | 62,228 | 1,510 | 1.12% | 1.12% | 274 | -770 | -1.22% | Q1 2026 | Apr 16, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 61,315 | 1,488 | 0.76% | 0.53% | 275 | +20,386 | 49.81% | Q1 2026 | May 01, 2026 |
| United Advisor Group, LLC | History | Reduced | 61,071 | 1,482 | 0.18% | 0.21% | 276 | -6,747 | -9.95% | Q1 2026 | Apr 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 60,878 | 1,477 | 0.01% | 0.01% | 277 | +1,186 | 1.99% | Q1 2026 | May 01, 2026 |
| Joel Isaacson & Co., LLC | History | New | 59,441 | 1,442 | 0.05% | — | 278 | +59,441 | New | Q1 2026 | Apr 22, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 59,338 | 1,440 | 0.6% | 0.77% | 279 | -15,675 | -20.9% | Q1 2026 | Apr 21, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 58,759 | 1,426 | 0.32% | 0.34% | 280 | -2,289 | -3.75% | Q1 2026 | Apr 27, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 58,244 | 1,413 | 0.38% | 0.39% | 281 | -116 | -0.2% | Q1 2026 | May 12, 2026 |
| Great Waters Wealth Management | History | Reduced | 58,149 | 1,411 | 0.15% | 0.16% | 282 | -863 | -1.46% | Q1 2026 | Apr 17, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 58,081 | 1,409 | 0.56% | 0.47% | 283 | +8,841 | 17.95% | Q1 2026 | Apr 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 56,810 | 1,378 | 0.07% | 0.06% | 284 | +6,580 | 13.1% | Q1 2026 | Apr 15, 2026 |
| Seek First Inc. | History | Reduced | 54,971 | 1,334 | 0.94% | 0.93% | 285 | -563 | -1.01% | Q1 2026 | Apr 23, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 54,710 | 1,327 | 0.02% | 0.02% | 286 | +395 | 0.73% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 54,621 | 1,325 | 0.06% | — | 287 | +54,621 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 52,828 | 1,282 | 0.04% | 0.05% | 288 | -4,876 | -8.45% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | New | 51,387 | 1,246 | 0.0% | — | 289 | +51,387 | New | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Added to | 51,261 | 1,244 | 0.09% | 0.09% | 290 | +3,805 | 8.02% | Q1 2026 | May 05, 2026 |
| Sage Investment Advisers LLC | History | Reduced | 51,077 | 1,236 | 0.92% | 1.69% | 291 | -41,429 | -44.79% | Q1 2026 | Apr 10, 2026 |
| Veery Capital, LLC | History | Added to | 50,798 | 1,232 | 0.38% | 0.37% | 292 | +963 | 1.93% | Q1 2026 | Apr 09, 2026 |
| Alliance Wealth Management Group | History | Added to | 50,368 | 1,222 | 0.27% | 0.27% | 293 | +317 | 0.63% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Added to | 50,368 | 1,222 | 0.19% | 0.19% | 294 | +317 | 0.63% | Q1 2026 | May 01, 2026 |
| Orographic Financial Advisors, LLC | History | New | 49,946 | 1,212 | 0.86% | — | 295 | +49,946 | New | Q1 2026 | May 19, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 49,839 | 1,209 | 1.11% | 0.82% | 296 | +9,978 | 25.03% | Q1 2026 | May 05, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 49,647 | 1,203 | 0.07% | 0.07% | 297 | -2,484 | -4.76% | Q1 2026 | Apr 20, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 24,499 | 1,199 | 0.11% | 0.11% | 298 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 49,167 | 1,193 | 1.87% | 2.12% | 299 | -3,220 | -6.15% | Q1 2026 | May 04, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 48,844 | 1,185 | 0.27% | 0.25% | 300 | +4,746 | 10.76% | Q1 2026 | Apr 28, 2026 |