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 | No change | 113,535,796 | 2,740,754 | 0.18% | 0.18% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 22,192,489 | 536,170 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 19,589,089 | 470,128 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 17,389,099 | 419,772 | 0.37% | 0.37% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 13,249,057 | 319,832 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 6,208,355 | 150,676 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,550,245 | 133,983 | 0.11% | 0.11% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCF Advisors LLC | History | No change | 4,431,584 | 106,978 | 3.82% | 3.82% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 4,352,014 | 105,057 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,095,259 | 98,572 | 0.16% | 0.16% | 10 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 4,082,346 | 98,547 | 9.62% | 9.62% | 11 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,573,739 | 86,270 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,551,034 | 85,721 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthfront Advisers LLC | History | No change | 2,980,324 | 71,945 | 0.14% | 0.14% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bangor Savings Bank | History | No change | 2,758,500 | 66,590 | 4.9% | 4.9% | 15 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| UBS Group AG | History | No change | 2,562,789 | 61,865 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | No change | 2,533,641 | 61,162 | 0.69% | 0.69% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | No change | 2,442,106 | 58,952 | 0.36% | 0.36% | 18 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 2,304,888 | 55,639 | 6.31% | 6.31% | 19 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LVW Advisors, LLC | History | No change | 2,182,846 | 52,693 | 4.55% | 4.55% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TruNorth Capital Management, LLC | History | No change | 2,111,731 | 50,977 | 8.19% | 8.19% | 21 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLC Capital Advisors | History | No change | 1,862,911 | 44,970 | 7.23% | 7.23% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,850,117 | 44,661 | 0.09% | 0.09% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,811,836 | 43,737 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Probability Advisors, LLC | History | No change | 1,758,868 | 42,459 | 4.54% | 4.54% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,696,406 | 40,951 | 1.06% | 1.06% | 26 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Waverly Advisors, LLC | History | No change | 1,682,018 | 40,603 | 0.24% | 0.24% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RMR Wealth Builders | History | No change | 1,650,711 | 39,848 | 2.47% | 2.47% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAVENPORT & Co LLC | History | No change | 1,644,809 | 39,705 | 0.2% | 0.2% | 29 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Morningstar Investment Management LLC | History | No change | 1,613,491 | 39,159 | 2.41% | 2.41% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 1,612,677 | 38,930 | 2.2% | 2.2% | 31 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 1,610,643 | 38,880 | 2.17% | 2.17% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,586,586 | 38,300 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 1,555,667 | 37,553 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 1,465,012 | 35,365 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 1,420,725 | 34,296 | 1.25% | 1.25% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 1,399,521 | 33,784 | 11.08% | 11.08% | 37 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| United Capital Management of KS, Inc. | History | No change | 1,208,778 | 29,179 | 3.82% | 3.82% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,186,671 | 28,646 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Passive Capital Management, LLC. | History | No change | 1,166,284 | 28,422 | 8.89% | 8.89% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Charles Schwab Trust Co | History | No change | 1,139,286 | 27,502 | 1.53% | 1.53% | 41 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 1,110,545 | 26,808 | 5.17% | 5.17% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avior Wealth Management, LLC | History | No change | 1,083,719 | 26,160 | 0.69% | 0.69% | 43 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Holcombe Financial, Inc. | History | No change | 1,025,561 | 24,757 | 13.98% | 13.98% | 44 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 965,268 | 23,301 | 1.72% | 1.72% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 921,015 | 22,233 | 0.51% | 0.51% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | No change | 904,197 | 21,882 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Journey Advisory Group, LLC | History | No change | 900,961 | 21,749 | 1.66% | 1.66% | 48 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Investment Management, LLC | History | No change | 891,421 | 21,518 | 0.42% | 0.42% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BALLAST ADVISORS LLC | History | No change | 870,406 | 21,011 | 5.01% | 5.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Courage Miller Partners, LLC | History | No change | 850,858 | 20,539 | 5.42% | 5.42% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 847,580 | 20,460 | 0.93% | 0.93% | 52 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NOVEM GROUP | History | No change | 826,202 | 19,944 | 2.02% | 2.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Black Diamond Financial, LLC | History | No change | 821,997 | 19,843 | 1.75% | 1.75% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 809,728 | 19,546 | 1.48% | 1.48% | 55 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 806,931 | 19,479 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | No change | 780,780 | 18,848 | 8.29% | 8.29% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Transmarket Holdings LP | History | No change | 777,452 | 18,767 | 13.77% | 13.77% | 58 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fund Evaluation Group, LLC | History | No change | 772,924 | 18,658 | 0.5% | 0.5% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BWM Planning, LLC | History | No change | 743,052 | 17,937 | 4.16% | 4.16% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Robinswood Financial LLC | History | No change | 682,357 | 16,472 | 4.72% | 4.72% | 61 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 677,248 | 16,348 | 0.13% | 0.13% | 62 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Clear Retirement Advice LLC | History | No change | 669,894 | 16,171 | 11.07% | 11.07% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BARD ASSOCIATES INC | History | No change | 653,377 | 15,772 | 3.5% | 3.5% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 652,259 | 15,745 | 0.44% | 0.44% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 648,706 | 15,659 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 646,827 | 15,614 | 0.2% | 0.2% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | No change | 628,888 | 15,181 | 0.62% | 0.62% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prairiewood Capital, LLC | History | No change | 621,511 | 15,003 | 3.89% | 3.89% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPL Wealth Management, LLC | History | No change | 617,375 | 14,903 | 2.96% | 2.96% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 602,758 | 14,551 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 607,585 | 14,496 | 1.07% | 1.12% | 72 | -3,854 | -0.63% | Q3 2026 | Oct 01, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 582,657 | 14,065 | 1.7% | 1.7% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 568,257 | 13,785 | 0.23% | 0.23% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 562,000 | 13,566 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Towneley Capital Management, Inc / DE | History | No change | 557,119 | 13,448 | 2.64% | 2.64% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arnold Financial Planning LLC | History | No change | 547,509 | 13,216 | 9.86% | 9.86% | 77 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Nuveen, LLC | History | No change | 547,077 | 13,206 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | No change | 528,348 | 12,754 | 0.14% | 0.14% | 79 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Marotta Asset Management | History | Reduced | 526,754 | 12,568 | 2.13% | 2.23% | 80 | -31,664 | -5.67% | Q3 2026 | Oct 02, 2026 |
| US BANCORP \DE\ | History | No change | 520,307 | 12,560 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westover Capital Advisors, LLC | History | No change | 507,206 | 12,243 | 2.03% | 2.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 507,188 | 12,243 | 5.24% | 5.24% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRB Wealth Management, LLC | History | No change | 500,986 | 12,093 | 1.61% | 1.61% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 490,746 | 11,846 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phillip James Consulting Co. | History | No change | 488,526 | 11,793 | 7.88% | 7.88% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 487,954 | 11,779 | 1.39% | 1.39% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 467,341 | 11,281 | 1.19% | 1.19% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 464,458 | 11,212 | 0.38% | 0.38% | 89 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | No change | 455,538 | 10,996 | 3.4% | 3.4% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 449,104 | 10,841 | 5.88% | 5.88% | 91 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mutual Advisors, LLC | History | No change | 418,587 | 10,104 | 0.19% | 0.19% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 409,958 | 9,896 | 2.21% | 2.21% | 93 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Milestone Investment Advisors LLC | History | No change | 407,543 | 9,838 | 2.13% | 2.13% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | No change | 397,359 | 9,592 | 0.89% | 0.89% | 95 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 394,744 | 9,529 | 1.58% | 1.58% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 394,300 | 9,518 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 391,123 | 9,441 | 1.76% | 1.76% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 386,620 | 9,333 | 2.56% | 2.56% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cloud Capital Management, LLC | History | No change | 384,908 | 9,291 | 3.39% | 3.39% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 374,721 | 9,045 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Reserve Capital Management, LLC | History | No change | 374,271 | 9,034 | 6.7% | 6.7% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 366,099 | 8,837 | 3.61% | 3.61% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | No change | 359,258 | 8,672 | 0.14% | 0.14% | 104 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 358,800 | 8,661 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 350,692 | 8,466 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 347,965 | 8,399 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 345,776 | 8,347 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Greenline Partners, LLC | History | No change | 343,306 | 8,287 | 0.84% | 0.84% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Wealth Development LLC | History | No change | 337,232 | 8,140 | 4.52% | 4.52% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMERCE BANK | History | No change | 336,982 | 8,134 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Altiora Financial Group, LLC | History | No change | 333,017 | 8,039 | 1.27% | 1.27% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Roundview Capital LLC | History | No change | 326,653 | 7,885 | 0.43% | 0.43% | 113 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 325,596 | 7,859 | 0.19% | 0.19% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SMI Advisory Services, LLC | History | No change | 321,160 | 7,736 | 1.25% | 1.25% | 115 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Momentum Wealth Planning, LLC | History | No change | 315,302 | 7,611 | 5.57% | 5.57% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 312,086 | 7,533 | 2.52% | 2.52% | 117 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farrow Financial, Inc. | History | No change | 301,665 | 7,282 | 3.89% | 3.89% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Abacus Planning Group, Inc. | History | No change | 300,035 | 7,242 | 0.9% | 0.9% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 297,944 | 7,192 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Values First Advisors, Inc. | History | No change | 296,679 | 7,161 | 3.27% | 3.27% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 293,156 | 7,076 | 0.39% | 0.39% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 292,514 | 7,061 | 2.98% | 2.98% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Plan A Wealth LLC | History | No change | 288,517 | 6,964 | 2.96% | 2.96% | 124 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 286,539 | 6,917 | 0.33% | 0.33% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 282,065 | 6,809 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Atomic Invest LLC | History | No change | 269,789 | 6,516 | 0.57% | 0.57% | 127 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 260,239 | 6,282 | 0.36% | 0.36% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Act Two Investors LLC | History | No change | 256,210 | 6,184 | 1.25% | 1.25% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BIP Wealth, LLC | History | No change | 256,043 | 6,180 | 0.18% | 0.18% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 253,954 | 6,130 | 1.05% | 1.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 248,054 | 5,988 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apella Capital, LLC | History | No change | 245,952 | 5,917 | 0.08% | 0.08% | 133 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 240,648 | 5,809 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WBH ADVISORY INC | History | No change | 239,495 | 5,781 | 0.39% | 0.39% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valpey Financial Services, LLC | History | No change | 236,032 | 5,697 | 3.39% | 3.39% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 235,386 | 5,682 | 0.16% | 0.16% | 137 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 234,582 | 5,662 | 0.07% | 0.07% | 138 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Successful Portfolios LLC | History | No change | 230,209 | 5,541 | 2.59% | 2.59% | 139 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 228,865 | 5,524 | 0.17% | 0.17% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HB Wealth Management, LLC | History | No change | 225,822 | 5,451 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Evensky & Katz LLC | History | No change | 222,902 | 5,381 | 0.28% | 0.28% | 142 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Financial, LLC | History | No change | 222,800 | 5,378 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 222,605 | 5,373 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 219,598 | 5,301 | 2.45% | 2.45% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 216,417 | 5,224 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cheviot Value Management, LLC | History | No change | 213,107 | 5,144 | 0.52% | 0.52% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 206,562 | 4,986 | 1.81% | 1.81% | 148 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BlackRock, Inc. | History | No change | 205,980 | 4,972 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 206,470 | 4,964 | 4.66% | 4.66% | 150 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 201,936 | 4,874 | 0.15% | 0.15% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MidFirst Bank | History | No change | 198,536 | 4,792 | 0.34% | 0.34% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sankala Group LLC | History | No change | 197,025 | 4,748 | 3.17% | 3.17% | 153 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 195,129 | 4,710 | 0.61% | 0.61% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WNY Asset Management, LLC | History | No change | 193,805 | 4,678 | 0.42% | 0.42% | 155 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 190,099 | 4,588 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pflug Koory, LLC | History | No change | 188,599 | 4,552 | 1.82% | 1.82% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | No change | 185,955 | 4,488 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| American Investment Services, Inc. | History | No change | 184,987 | 4,465 | 0.94% | 0.94% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | No change | 183,414 | 4,427 | 0.18% | 0.18% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harrington Investments, INC | History | No change | 183,194 | 4,422 | 2.14% | 2.14% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 180,579 | 4,359 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 179,940 | 4,343 | 0.91% | 0.91% | 163 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 178,348 | 4,305 | 1.71% | 1.71% | 164 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Csenge Advisory Group | History | No change | 177,463 | 4,283 | 0.17% | 0.17% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 173,576 | 4,174 | 1.35% | 1.35% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | No change | 172,194 | 4,156 | 2.94% | 2.94% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LOWERY THOMAS, LLC | History | No change | 161,394 | 3,896 | 1.9% | 1.9% | 168 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brookstone Capital Management | History | No change | 159,887 | 3,859 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DOVER ADVISORS, LLC | History | No change | 156,860 | 3,822 | 1.56% | 1.56% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 152,762 | 3,687 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 154,449 | 3,685 | 0.32% | 0.29% | 172 | +19,622 | 14.55% | Q3 2026 | Oct 01, 2026 |
| Main Street Group, LTD | History | No change | 150,987 | 3,644 | 0.85% | 0.85% | 173 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Johnson Financial Group, LLC | History | No change | 150,916 | 3,643 | 0.2% | 0.2% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 150,332 | 3,629 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 147,356 | 3,557 | 1.96% | 1.96% | 176 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Investment Research Partners LLC | History | No change | 141,048 | 3,404 | 1.15% | 1.15% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 140,504 | 3,391 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 139,784 | 3,374 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 138,561 | 3,344 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 136,163 | 3,286 | 0.29% | 0.29% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 135,624 | 3,273 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 134,667 | 3,250 | 0.09% | 0.09% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triad Wealth Partners, LLC | History | No change | 132,180 | 3,176 | 0.19% | 0.19% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beckerman Institutional, LLC | History | No change | 130,698 | 3,155 | 1.5% | 1.5% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 130,098 | 3,141 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 129,666 | 3,130 | 0.11% | 0.11% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ETF Store, Inc. | History | No change | 129,546 | 3,127 | 2.62% | 2.62% | 188 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Journey Beyond Wealth, LLC | History | No change | 128,986 | 3,113 | 2.43% | 2.43% | 189 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Eagle Strategies LLC | History | No change | 128,687 | 3,106 | 0.31% | 0.31% | 190 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 128,394 | 3,099 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rialto Wealth Management, LLC | History | No change | 128,351 | 3,098 | 0.61% | 0.61% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 128,130 | 3,093 | 2.62% | 2.62% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NorthRock Partners, LLC | History | No change | 128,029 | 3,090 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 126,533 | 3,054 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 125,000 | 3,017 | 1.15% | 1.15% | 196 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WT Wealth Management | History | No change | 124,501 | 3,005 | 0.83% | 0.83% | 197 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| McLean Asset Management Corp | History | No change | 123,493 | 2,976 | 0.39% | 0.39% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Capital, Inc. | History | No change | 123,250 | 2,975 | 1.89% | 1.89% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SigFig Wealth Management, LLC | History | No change | 123,085 | 2,973 | 0.08% | 0.08% | 200 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 122,656 | 2,960 | 0.26% | 0.26% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Collaborative Fund Advisors, LLC | History | No change | 120,994 | 2,920 | 1.7% | 1.7% | 202 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 120,850 | 2,917 | 2.07% | 2.07% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 118,840 | 2,884 | 0.25% | 0.25% | 204 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 119,465 | 2,883 | 2.13% | 2.13% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| North Forty Two & Co. | History | No change | 118,056 | 2,849 | 2.42% | 2.42% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 117,812 | 2,843 | 0.13% | 0.13% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Asset Allocation Strategies LLC | History | No change | 117,630 | 2,839 | 0.44% | 0.44% | 208 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Verdence Capital Advisors LLC | History | No change | 117,506 | 2,836 | 0.15% | 0.15% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| National Wealth Management Group, LLC | History | No change | 117,125 | 2,827 | 0.87% | 0.87% | 210 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 114,685 | 2,768 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Freedom Investing, LLC | History | No change | 111,927 | 2,716 | 0.21% | 0.21% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 112,438 | 2,714 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 111,937 | 2,702 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 111,555 | 2,692 | 1.52% | 1.52% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 110,183 | 2,659 | 0.13% | 0.13% | 216 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Burk Holdings LLC | History | No change | 109,142 | 2,634 | 0.97% | 0.97% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gambit Capital Management, LLC | History | No change | 106,572 | 2,572 | 1.5% | 1.5% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XY Planning Network, Inc. | History | No change | 105,903 | 2,556 | 0.32% | 0.32% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Frontier Asset Management, LLC | History | No change | 105,764 | 2,553 | 0.46% | 0.46% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VestGen Advisors, LLC | History | No change | 105,526 | 2,547 | 0.07% | 0.07% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 104,944 | 2,533 | 0.19% | 0.19% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carnegie Investment Counsel | History | No change | 102,496 | 2,474 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 101,171 | 2,442 | 1.13% | 1.13% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 100,729 | 2,431 | 0.19% | 0.19% | 225 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Lifeworks Advisors, LLC | History | No change | 98,785 | 2,384 | 0.25% | 0.25% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 98,202 | 2,370 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maridea Wealth Management LLC | History | No change | 97,528 | 2,354 | 0.25% | 0.25% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 97,461 | 2,352 | 0.2% | 0.2% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisors, LLC | History | No change | 97,096 | 2,343 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 96,967 | 2,340 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 96,132 | 2,320 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneAscent Financial Services LLC | History | No change | 95,528 | 2,306 | 0.11% | 0.11% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 93,466 | 2,256 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 90,759 | 2,190 | 0.14% | 0.14% | 235 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Valmark Advisers, Inc. | History | No change | 90,718 | 2,189 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of Marin | History | No change | 89,433 | 2,158 | 1.5% | 1.5% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pines Wealth Management, LLC | History | No change | 89,166 | 2,152 | 0.62% | 0.62% | 238 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First Financial Group Corp | History | No change | 88,180 | 2,128 | 1.54% | 1.54% | 239 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 87,384 | 2,109 | 0.21% | 0.21% | 240 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 86,863 | 2,096 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 85,116 | 2,054 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Composition Wealth, LLC | History | No change | 84,325 | 2,035 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 83,949 | 2,026 | 0.93% | 0.93% | 244 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Breakwater Investment Management | History | No change | 83,963 | 2,026 | 0.69% | 0.69% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 82,769 | 1,998 | 0.44% | 0.44% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compass Financial Group, INC/SD | History | No change | 82,326 | 1,987 | 0.23% | 0.23% | 247 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 82,202 | 1,983 | 1.07% | 1.07% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elite Financial, Inc. | History | No change | 80,668 | 1,947 | 0.79% | 0.79% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Unconventional Investor, LLC | History | No change | 80,534 | 1,944 | 0.8% | 0.8% | 250 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| EP Wealth Advisors, LLC | History | No change | 80,525 | 1,943 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DMC Group, LLC | History | No change | 79,535 | 1,919 | 1.31% | 1.31% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 78,986 | 1,906 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centurion Wealth Management LLC | History | No change | 78,255 | 1,889 | 0.45% | 0.45% | 254 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 77,123 | 1,861 | 0.48% | 0.48% | 255 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 74,570 | 1,800 | 0.21% | 0.21% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 74,462 | 1,797 | 0.79% | 0.79% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Reality Financial Planning Services, LLC | History | No change | 73,797 | 1,781 | 1.72% | 1.72% | 258 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Dakota Wealth Management | History | No change | 73,100 | 1,764 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invst, LLC | History | No change | 71,991 | 1,737 | 0.17% | 0.17% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Hampshire Trust | History | No change | 71,797 | 1,733 | 0.33% | 0.33% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversified Trust Co | History | No change | 70,805 | 1,709 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Innovative Wealth Building LLC | History | No change | 70,100 | 1,692 | 0.98% | 0.98% | 263 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| &PARTNERS | History | No change | 69,198 | 1,670 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valley Financial Group, Inc. | History | No change | 68,518 | 1,654 | 0.82% | 0.82% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 68,058 | 1,642 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Roberts Financial Services LLC | History | No change | 67,825 | 1,637 | 0.48% | 0.48% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 67,813 | 1,637 | 1.15% | 1.15% | 268 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Inspire Advisors, LLC | History | No change | 66,613 | 1,607 | 0.11% | 0.11% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Team Financial Group, LLC | History | No change | 65,251 | 1,575 | 0.67% | 0.67% | 270 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 63,668 | 1,536 | 0.2% | 0.2% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 63,181 | 1,525 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 62,651 | 1,512 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sherman Asset Management, Inc. | History | No change | 61,718 | 1,489 | 1.16% | 1.16% | 274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Everhart Financial Group, Inc. | History | No change | 60,549 | 1,461 | 0.09% | 0.09% | 275 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Opus Financial Solutions LLC | History | No change | 59,074 | 1,426 | 1.15% | 1.15% | 276 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sellwood Investment Partners LLC | History | No change | 59,024 | 1,424 | 0.5% | 0.5% | 277 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| True Link Financial Advisors, LLC | History | No change | 58,937 | 1,422 | 0.08% | 0.08% | 278 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DBK Financial Counsel, LLC | History | No change | 58,834 | 1,420 | 1.19% | 1.19% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 58,474 | 1,411 | 0.07% | 0.07% | 280 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MBE Wealth Management, LLC | History | No change | 58,298 | 1,407 | 0.49% | 0.49% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 58,082 | 1,402 | 0.35% | 0.35% | 282 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mendota Financial Group, LLC | History | No change | 57,344 | 1,384 | 0.86% | 0.86% | 283 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 57,319 | 1,383 | 0.26% | 0.26% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Financial Advisory LLC | History | No change | 57,227 | 1,381 | 0.27% | 0.27% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| United Advisor Group, LLC | History | No change | 57,199 | 1,380 | 0.15% | 0.15% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Western Wealth Management, LLC | History | No change | 56,491 | 1,363 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Great Waters Wealth Management | History | No change | 55,352 | 1,336 | 0.12% | 0.12% | 288 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 55,189 | 1,332 | 0.27% | 0.27% | 289 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 54,609 | 1,318 | 0.16% | 0.16% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 54,468 | 1,314 | 1.05% | 1.05% | 291 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 53,993 | 1,303 | 0.95% | 0.95% | 292 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighPoint Advisor Group LLC | History | No change | 53,795 | 1,298 | 0.05% | 0.05% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tortoise Investment Management, LLC | History | No change | 53,279 | 1,286 | 0.1% | 0.1% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 52,725 | 1,272 | 0.25% | 0.25% | 295 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 52,580 | 1,269 | 0.14% | 0.14% | 296 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Seek First Inc. | History | No change | 52,412 | 1,265 | 0.8% | 0.8% | 297 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bleakley Financial Group, LLC | History | No change | 50,764 | 1,225 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alliance Wealth Management Group | History | No change | 50,588 | 1,221 | 0.24% | 0.24% | 299 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Towercrest Capital Management | History | No change | 50,588 | 1,221 | 0.17% | 0.17% | 300 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |