SCHWAB STRATEGIC TRUST - SCHR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 249,546,261 | 6,216,197 | 0.95% | 0.93% | 1 | +11,286,601 | 4.74% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 17,334,539 | 431,805 | 0.08% | 0.07% | 2 | +253,371 | 1.48% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 13,376,054 | 333,275 | 0.08% | 0.08% | 3 | -471,948 | -3.41% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,622,548 | 189,877 | 0.17% | 0.16% | 4 | +371,982 | 5.13% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,189,094 | 154,170 | 0.01% | 0.01% | 5 | +1,016,874 | 19.66% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,976,383 | 148,572 | 0.01% | 0.01% | 6 | +775,831 | 14.92% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,647,990 | 115,781 | 0.03% | 0.03% | 7 | +1,229,355 | 35.96% | Q1 2026 | May 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 4,217,002 | 105,045 | 0.74% | 0.77% | 8 | +187,368 | 4.65% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 3,993,213 | 99,470 | 22.9% | 21.95% | 9 | +230,217 | 6.12% | Q1 2026 | Apr 09, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 3,897,100 | 97,076 | 10.43% | 10.35% | 10 | +240,942 | 6.59% | Q1 2026 | Apr 14, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 3,480,010 | 86,687 | 13.64% | 12.61% | 11 | +306,106 | 9.64% | Q1 2026 | Apr 21, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 3,001,765 | 74,773 | 3.93% | 3.95% | 12 | +134,150 | 4.68% | Q1 2026 | Apr 29, 2026 |
| STATE STREET CORP | History | No change | 2,900,000 | 72,239 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Crane Advisory, LLC | History | Added to | 2,791,682 | 69,540 | 10.41% | 10.55% | 14 | +8,465 | 0.3% | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,584,356 | 64,221 | 0.13% | 0.09% | 15 | -96,175 | -3.59% | Q1 2026 | Apr 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 2,381,002 | 59,310 | 1.88% | 1.98% | 16 | +206,991 | 9.52% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 2,122,593 | 52,873 | 0.01% | 0.01% | 17 | +222,928 | 11.74% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,954,043 | 48,675 | 0.44% | 0.56% | 18 | +184,444 | 10.42% | Q1 2026 | May 06, 2026 |
| AlphaQuest LLC | History | No change | 1,921,346 | 48,187 | 2.7% | 2.7% | 19 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Reduced | 1,928,715 | 48,044 | 0.07% | 0.09% | 20 | -541,703 | -21.93% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 1,933,622 | 48,022 | 0.31% | — | 21 | +1,933,622 | New | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,810,702 | 45,104 | 0.0% | 0.0% | 22 | +63,314 | 3.62% | Q1 2026 | May 15, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 1,640,713 | 40,870 | 7.13% | 6.34% | 23 | -128,253 | -7.25% | Q1 2026 | May 15, 2026 |
| FLC Capital Advisors | History | Added to | 1,624,915 | 40,476 | 7.23% | 7.15% | 24 | +79,670 | 5.16% | Q1 2026 | May 01, 2026 |
| Advisory Alpha, LLC | History | Reduced | 1,531,355 | 38,146 | 1.04% | 1.09% | 25 | -58,827 | -3.7% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,504,342 | 37,473 | 0.2% | 0.18% | 26 | +161,328 | 12.01% | Q1 2026 | Apr 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,445,430 | 36,005 | 0.06% | 0.05% | 27 | +90,010 | 6.64% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,431,580 | 35,660 | 0.01% | 0.01% | 28 | +279,709 | 24.28% | Q1 2026 | May 11, 2026 |
| Beacon Wealthcare LLC | History | Added to | 1,409,411 | 35,108 | 12.38% | 11.59% | 29 | +63,766 | 4.74% | Q1 2026 | Apr 01, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 1,397,138 | 34,802 | 13.84% | 13.13% | 30 | +61,016 | 4.57% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,283,662 | 31,796 | 0.57% | 0.97% | 31 | +452,305 | 54.41% | Q1 2026 | May 01, 2026 |
| High Probability Advisors, LLC | History | Added to | 1,272,625 | 31,701 | 4.06% | 4.01% | 32 | +73,938 | 6.17% | Q1 2026 | Apr 10, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 1,247,877 | 31,084 | 1.06% | 1.02% | 33 | +26,521 | 2.17% | Q1 2026 | May 07, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 1,234,746 | 30,757 | 5.88% | 5.43% | 34 | +95,937 | 8.42% | Q1 2026 | Apr 09, 2026 |
| Cetera Investment Advisers | History | Added to | 1,151,786 | 28,690 | 0.03% | 0.03% | 35 | +235,790 | 25.74% | Q1 2026 | May 13, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 1,141,716 | 28,440 | 1.47% | 1.5% | 36 | +19,401 | 1.73% | Q1 2026 | Apr 21, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 1,075,376 | 26,787 | 2.14% | 2.08% | 37 | +10,710 | 1.01% | Q1 2026 | May 14, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 1,002,894 | 24,982 | 7.62% | 7.13% | 38 | +131,664 | 15.11% | Q1 2026 | Apr 29, 2026 |
| Stokes Family Office, LLC | History | Reduced | 997,155 | 24,839 | 2.56% | 2.57% | 39 | -125,235 | -11.16% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 924,447 | 22,889 | 0.01% | 0.01% | 40 | +206,930 | 28.84% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 916,786 | 22,837 | 0.29% | 0.23% | 41 | +303,912 | 49.59% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 910,129 | 22,671 | 0.02% | 0.02% | 42 | -164,650 | -15.32% | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 909,935 | 22,666 | 1.61% | 1.71% | 43 | -41,694 | -4.38% | Q1 2026 | May 15, 2026 |
| HC Advisors, LLC | History | Added to | 899,471 | 22,405 | 15.0% | 14.88% | 44 | +41,801 | 4.87% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 889,163 | 22,149 | 0.09% | 0.1% | 45 | -45,776 | -4.9% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 794,905 | 19,801 | 0.15% | 0.01% | 46 | +736,844 | 1269.09% | Q1 2026 | May 15, 2026 |
| Madison Asset Management, LLC | History | Reduced | 779,954 | 19,428 | 0.24% | 0.33% | 47 | -352,134 | -31.1% | Q1 2026 | May 07, 2026 |
| SWS Partners | History | Added to | 718,928 | 17,908 | 4.42% | 3.91% | 48 | +72,623 | 11.24% | Q1 2026 | Apr 21, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 701,706 | 17,479 | 4.62% | 4.61% | 49 | +26,372 | 3.91% | Q1 2026 | Apr 20, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 694,837 | 17,426 | 5.25% | 5.25% | 50 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| One Degree Advisors Inc | History | Added to | 699,480 | 17,424 | 4.57% | 4.48% | 51 | +49,324 | 7.59% | Q1 2026 | May 01, 2026 |
| Downshift Financial, LLC | History | Added to | 678,481 | 16,867 | 8.73% | 8.42% | 52 | +133,657 | 24.53% | Q1 2026 | Apr 29, 2026 |
| Altiora Financial Group, LLC | History | Added to | 652,805 | 16,261 | 2.68% | 2.78% | 53 | +8,509 | 1.32% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 648,366 | 16,150 | 0.0% | 0.0% | 54 | +230,674 | 55.23% | Q1 2026 | May 05, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 630,313 | 15,701 | 2.51% | 3.09% | 55 | -4,068 | -0.64% | Q1 2026 | Apr 10, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 592,917 | 14,769 | 0.27% | 0.04% | 56 | +508,528 | 602.6% | Q1 2026 | Apr 10, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 559,583 | 13,939 | 0.43% | 0.44% | 57 | +6,530 | 1.18% | Q1 2026 | Apr 27, 2026 |
| WorthPointe, LLC | History | Added to | 556,731 | 13,868 | 3.76% | 3.03% | 58 | +97,228 | 21.16% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 539,264 | 13,433 | 0.0% | 0.0% | 59 | +39,226 | 7.84% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 535,247 | 13,333 | 0.02% | 0.01% | 60 | +155,998 | 41.13% | Q1 2026 | Apr 27, 2026 |
| Walker Financial Services, Inc. | History | Added to | 528,356 | 13,161 | 4.5% | 4.03% | 61 | +85,306 | 19.25% | Q1 2026 | Apr 29, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 524,658 | 13,069 | 0.8% | 1.01% | 62 | -74,358 | -12.41% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 521,716 | 12,995 | 0.0% | 0.0% | 63 | +26,206 | 5.29% | Q1 2026 | May 13, 2026 |
| Holcombe Financial, Inc. | History | Added to | 511,425 | 12,739 | 7.49% | 7.55% | 64 | +32,227 | 6.73% | Q1 2026 | Apr 20, 2026 |
| Fiduciary Alliance LLC | History | Added to | 505,447 | 12,600 | 0.76% | 0.73% | 65 | +58,607 | 13.12% | Q1 2026 | Apr 20, 2026 |
| Midwest Trust Co | History | Reduced | 499,367 | 12,439 | 0.16% | 0.3% | 66 | -460,671 | -47.98% | Q1 2026 | May 01, 2026 |
| McAdam, LLC | History | Added to | 496,305 | 12,362 | 0.56% | 0.53% | 67 | +34,005 | 7.36% | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | New | 488,632 | 12,171 | 0.03% | — | 68 | +488,632 | New | Q1 2026 | May 15, 2026 |
| White Pine Investment CO | History | Added to | 459,338 | 11,442 | 2.66% | 2.58% | 69 | +22,962 | 5.26% | Q1 2026 | Apr 20, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 458,624 | 11,424 | 4.03% | 3.85% | 70 | +35,402 | 8.36% | Q1 2026 | Apr 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 453,084 | 11,286 | 0.31% | 0.47% | 71 | -269,462 | -37.29% | Q1 2026 | Apr 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 452,423 | 11,266 | 1.48% | 1.51% | 72 | +19,192 | 4.43% | Q1 2026 | Apr 28, 2026 |
| Clarity Wealth Development LLC | History | Added to | 444,172 | 11,064 | 9.03% | 8.21% | 73 | +57,395 | 14.84% | Q1 2026 | Apr 22, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 433,206 | 10,791 | 1.93% | 1.95% | 74 | +17,218 | 4.14% | Q1 2026 | May 01, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 429,999 | 10,711 | 1.68% | 1.64% | 75 | +24,594 | 6.07% | Q1 2026 | Apr 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 429,773 | 10,705 | 0.09% | 0.12% | 76 | -74,618 | -14.79% | Q1 2026 | May 14, 2026 |
| Attessa Capital LLC | History | Reduced | 422,400 | 10,521 | 5.72% | 5.83% | 77 | -3,098 | -0.73% | Q1 2026 | Apr 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 422,095 | 10,514 | 0.0% | 0.0% | 78 | +39,284 | 10.26% | Q1 2026 | May 14, 2026 |
| Cadia Private Client LLC | History | Added to | 410,404 | 10,223 | 8.29% | 8.16% | 79 | +371 | 0.09% | Q1 2026 | May 20, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 410,385 | 10,222 | 1.12% | 1.18% | 80 | +988 | 0.24% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 392,143 | 9,768 | 0.0% | 0.0% | 81 | -136,774 | -25.86% | Q1 2026 | May 13, 2026 |
| Scarborough Advisors, LLC | History | New | 388,797 | 9,684 | 1.06% | — | 82 | +388,797 | New | Q1 2026 | May 07, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 380,634 | 9,481 | 6.09% | 0.8% | 83 | +331,172 | 669.55% | Q1 2026 | Apr 21, 2026 |
| Darrow Company, Inc. | History | Added to | 377,569 | 9,404 | 4.23% | 4.22% | 84 | +3,464 | 0.93% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 377,312 | 9,398 | 0.03% | 0.03% | 85 | -175,875 | -31.79% | Q1 2026 | May 04, 2026 |
| Bulwark Capital Corp | History | Added to | 360,906 | 8,990 | 5.54% | 0.17% | 86 | +351,360 | 3680.7% | Q1 2026 | Apr 07, 2026 |
| Cloud Capital Management, LLC | History | Added to | 355,677 | 8,859 | 3.86% | 2.83% | 87 | +116,886 | 48.95% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 352,097 | 8,770 | 0.09% | 0.09% | 88 | +39,487 | 12.63% | Q1 2026 | May 12, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 351,842 | 8,764 | 7.14% | 7.28% | 89 | -1,054 | -0.3% | Q1 2026 | May 04, 2026 |
| Act Two Investors LLC | History | Reduced | 349,960 | 8,717 | 1.92% | 1.66% | 90 | -18,310 | -4.97% | Q1 2026 | May 08, 2026 |
| Centric Wealth Management | History | Added to | 351,983 | 8,690 | 1.73% | 1.78% | 91 | +13,717 | 4.06% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 348,606 | 8,683 | 0.23% | 0.14% | 92 | +181,654 | 108.81% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 344,634 | 8,584 | 0.01% | 0.01% | 93 | +92,491 | 36.68% | Q1 2026 | May 13, 2026 |
| Kelly Financial Services LLC | History | Added to | 344,118 | 8,558 | 2.07% | 2.04% | 94 | +20,099 | 6.2% | Q1 2026 | Apr 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 337,941 | 8,418 | 0.1% | 0.13% | 95 | -68,616 | -16.88% | Q1 2026 | May 01, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 330,574 | 8,234 | 1.09% | 1.08% | 96 | -1,167 | -0.35% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 329,679 | 8,212 | 0.01% | 0.01% | 97 | +56,042 | 20.48% | Q1 2026 | May 15, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | Added to | 316,217 | 7,876 | 0.83% | 0.56% | 98 | +71,077 | 28.99% | Q1 2026 | Apr 20, 2026 |
| Keystone Global Partners, LLC | History | Added to | 308,868 | 7,693 | 3.41% | 1.5% | 99 | +172,879 | 127.13% | Q1 2026 | Apr 24, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 308,590 | 7,686 | 1.14% | 1.26% | 100 | -17,785 | -5.45% | Q1 2026 | Apr 16, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 305,958 | 7,621 | 0.13% | 0.12% | 101 | +29,091 | 10.51% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 301,832 | 7,566 | 0.01% | 0.01% | 102 | -7,713 | -2.49% | Q1 2026 | May 14, 2026 |
| Maridea Wealth Management LLC | History | Added to | 295,042 | 7,349 | 1.07% | 0.92% | 103 | +50,281 | 20.54% | Q1 2026 | Apr 21, 2026 |
| Payne Capital LLC | History | Reduced | 294,210 | 7,328 | 6.73% | 8.29% | 104 | -30,588 | -9.42% | Q1 2026 | Apr 20, 2026 |
| SIMA Wealth Partners, LLC | History | New | 292,394 | 7,283 | 5.55% | — | 105 | +292,394 | New | Q1 2026 | May 15, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 288,924 | 7,197 | 2.38% | 2.83% | 106 | +63,729 | 28.3% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 277,186 | 6,905 | 0.02% | 0.02% | 107 | +15,549 | 5.94% | Q1 2026 | Apr 30, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 275,974 | 6,874 | 0.16% | 0.02% | 108 | +241,133 | 692.1% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 265,821 | 6,621 | 0.25% | — | 109 | +265,821 | New | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 264,060 | 6,577 | 0.08% | 0.07% | 110 | +47,285 | 21.81% | Q1 2026 | May 11, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 262,411 | 6,536 | 5.79% | 5.53% | 111 | +10,401 | 4.13% | Q1 2026 | Apr 10, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 261,725 | 6,519 | 0.73% | 0.52% | 112 | +76,085 | 40.99% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 245,471 | 6,114 | 0.01% | 0.01% | 113 | +62,648 | 34.27% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 242,418 | 6,038 | 0.02% | 0.02% | 114 | +6,106 | 2.58% | Q1 2026 | Apr 30, 2026 |
| MYECFO, LLC | History | Added to | 237,678 | 5,920 | 2.48% | 2.37% | 115 | +15,313 | 6.89% | Q1 2026 | Apr 07, 2026 |
| Refined Wealth Management | History | New | 228,477 | 5,691 | 3.59% | — | 116 | +228,477 | New | Q1 2026 | Apr 21, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 223,175 | 5,559 | 0.18% | — | 117 | +223,175 | New | Q1 2026 | May 15, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 221,905 | 5,527 | 2.37% | 2.3% | 118 | +7,197 | 3.35% | Q1 2026 | Apr 20, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 219,043 | 5,456 | 0.8% | 1.01% | 119 | -554 | -0.25% | Q1 2026 | Apr 27, 2026 |
| Code Waechter LLC | History | Added to | 215,982 | 5,380 | 3.2% | 3.31% | 120 | +10,571 | 5.15% | Q1 2026 | Apr 15, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 215,482 | 5,367 | 2.96% | 3.26% | 121 | +11,008 | 5.38% | Q1 2026 | May 11, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 214,704 | 5,348 | 1.99% | 1.91% | 122 | +3,781 | 1.79% | Q1 2026 | Apr 06, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 203,985 | 5,081 | 3.18% | 3.13% | 123 | -2,682 | -1.3% | Q1 2026 | Apr 28, 2026 |
| LIBRA WEALTH LLC | History | No change | 202,043 | 5,032 | 1.42% | 1.42% | 124 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WT Wealth Management | History | Reduced | 199,153 | 4,960 | 1.47% | 1.55% | 125 | -16,255 | -7.55% | Q1 2026 | Apr 21, 2026 |
| Modus Advisors, LLC | History | Added to | 197,157 | 4,911 | 1.35% | 1.22% | 126 | +12,507 | 6.77% | Q1 2026 | May 04, 2026 |
| Inspire Advisors, LLC | History | Added to | 184,795 | 4,603 | 0.37% | 0.35% | 127 | +35,189 | 23.52% | Q1 2026 | May 15, 2026 |
| Hilltop Partners LLC | History | Added to | 180,339 | 4,492 | 1.15% | 1.13% | 128 | +4,809 | 2.74% | Q1 2026 | May 12, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 175,882 | 4,381 | 2.59% | 2.55% | 129 | +9,115 | 5.47% | Q1 2026 | Apr 16, 2026 |
| SYM FINANCIAL Corp | History | Added to | 173,051 | 4,310 | 0.43% | 0.4% | 130 | +19,144 | 12.44% | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | New | 170,084 | 4,236 | 0.02% | — | 131 | +170,084 | New | Q1 2026 | May 14, 2026 |
| North Forty Two & Co. | History | Reduced | 166,772 | 4,154 | 3.84% | 4.0% | 132 | -2,350 | -1.39% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 166,541 | 4,148 | 0.18% | 0.18% | 133 | +14,166 | 9.3% | Q1 2026 | May 12, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 164,648 | 4,101 | 0.91% | 0.78% | 134 | +26,828 | 19.47% | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 164,816 | 4,089 | 0.04% | 0.02% | 135 | +106,098 | 180.69% | Q1 2026 | Apr 07, 2026 |
| Farrow Financial, Inc. | History | Added to | 162,488 | 4,047 | 2.3% | 2.03% | 136 | +21,646 | 15.37% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 154,577 | 3,850 | 0.0% | — | 137 | +154,577 | New | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 150,239 | 3,742 | 0.17% | 0.15% | 138 | +19,704 | 15.09% | Q1 2026 | Apr 30, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 149,613 | 3,726 | 2.18% | 1.73% | 139 | +37,029 | 32.89% | Q1 2026 | Apr 23, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 149,381 | 3,713 | 1.03% | 0.71% | 140 | +52,318 | 53.9% | Q1 2026 | Apr 08, 2026 |
| ASSETMARK, INC | History | Reduced | 144,058 | 3,588 | 0.01% | 0.01% | 141 | -6,471 | -4.3% | Q1 2026 | May 06, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 139,109 | 3,465 | 1.1% | 1.88% | 142 | -85,700 | -38.12% | Q1 2026 | Apr 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 137,054 | 3,414 | 0.0% | 0.0% | 143 | -13,690 | -9.08% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 135,860 | 3,384 | 0.01% | 0.01% | 144 | -44,057 | -24.49% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 135,268 | 3,369 | 0.2% | 0.17% | 145 | +26,881 | 24.8% | Q1 2026 | Apr 13, 2026 |
| Addison Advisors LLC | History | Reduced | 131,109 | 3,265 | 0.72% | 0.74% | 146 | -910 | -0.69% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 129,700 | 3,230 | 0.01% | 0.0% | 147 | +84,700 | 188.22% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 128,984 | 3,212 | 0.01% | 0.01% | 148 | +6,201 | 5.05% | Q1 2026 | May 08, 2026 |
| Claro Advisors Inc. | History | Added to | 128,041 | 3,189 | 0.38% | 0.05% | 149 | +114,746 | 863.08% | Q1 2026 | Apr 21, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 121,279 | 3,021 | 0.56% | 0.37% | 150 | +34,221 | 39.31% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 121,143 | 3,017 | 0.1% | 0.09% | 151 | +5,456 | 4.72% | Q1 2026 | Apr 08, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 120,015 | 3,009 | 0.2% | 0.2% | 152 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SCS Capital Management LLC | History | Reduced | 118,064 | 2,940 | 0.03% | 0.03% | 153 | -8,942 | -7.04% | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 116,159 | 2,913 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | Added to | 114,878 | 2,861 | 0.39% | 0.33% | 155 | +3,773 | 3.4% | Q1 2026 | Apr 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 113,664 | 2,831 | 0.01% | 0.0% | 156 | +68,790 | 153.3% | Q1 2026 | May 14, 2026 |
| Pflug Koory, LLC | History | Added to | 113,265 | 2,821 | 1.29% | 1.31% | 157 | +1,203 | 1.07% | Q1 2026 | Apr 21, 2026 |
| Williams Financial, LLC | History | Reduced | 112,524 | 2,802 | 1.63% | 1.64% | 158 | -817 | -0.72% | Q1 2026 | Apr 24, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 111,870 | 2,786 | 0.7% | 0.56% | 159 | +24,687 | 28.32% | Q1 2026 | Apr 09, 2026 |
| Hendershot Investments Inc. | History | Reduced | 111,439 | 2,775 | 0.37% | 0.36% | 160 | -1,244 | -1.1% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 111,368 | 2,774 | 0.0% | 0.0% | 161 | +63,626 | 133.27% | Q1 2026 | May 15, 2026 |
| Adams Wealth Management | History | Added to | 111,250 | 2,771 | 0.61% | 0.55% | 162 | +8,795 | 8.58% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 111,250 | 2,771 | 0.53% | 0.48% | 163 | +8,795 | 8.58% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 109,112 | 2,718 | 0.01% | 0.0% | 164 | +169 | 0.16% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 108,895 | 2,712 | 0.03% | 0.03% | 165 | +2,878 | 2.71% | Q1 2026 | Apr 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 108,392 | 2,700 | 0.08% | 0.08% | 166 | +1,937 | 1.82% | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 104,075 | 2,592 | 0.11% | 0.05% | 167 | +52,735 | 102.72% | Q1 2026 | May 12, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 102,773 | 2,560 | 1.13% | 1.21% | 168 | -10,337 | -9.14% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 101,934 | 2,539 | 0.01% | 0.0% | 169 | +52,902 | 107.89% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 101,926 | 2,538 | 0.04% | 0.04% | 170 | +7,473 | 7.91% | Q1 2026 | May 13, 2026 |
| Mendota Financial Group, LLC | History | Added to | 101,382 | 2,525 | 1.87% | 1.82% | 171 | +1,740 | 1.75% | Q1 2026 | Apr 16, 2026 |
| Spire Wealth Management | History | Reduced | 100,981 | 2,515 | 0.09% | 0.09% | 172 | -3,579 | -3.42% | Q1 2026 | Apr 22, 2026 |
| Fermata Advisors, LLC | History | Reduced | 100,412 | 2,501 | 0.56% | 0.64% | 173 | -6,487 | -6.07% | Q1 2026 | Apr 08, 2026 |
| GenWealth Group, Inc. | History | Added to | 100,065 | 2,492 | 0.43% | 0.4% | 175 | +7,735 | 8.38% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 100,043 | 2,492 | 0.02% | 0.02% | 174 | -5,107 | -4.86% | Q1 2026 | Apr 07, 2026 |
| Barden Capital Management, Inc. | History | Added to | 97,823 | 2,436 | 2.08% | 1.97% | 176 | +2,025 | 2.11% | Q1 2026 | Apr 07, 2026 |
| COMERICA BANK | History | No change | 96,482 | 2,419 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 95,910 | 2,389 | 0.15% | 0.29% | 178 | -146,956 | -60.51% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | New | 94,613 | 2,356 | 0.0% | — | 179 | +94,613 | New | Q1 2026 | May 12, 2026 |
| Johnson Financial Group, LLC | History | Added to | 93,394 | 2,326 | 0.15% | 0.13% | 180 | +9,627 | 11.49% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 92,611 | 2,306 | 0.01% | 0.01% | 181 | -6,258 | -6.33% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 92,156 | 2,295 | 0.0% | 0.0% | 182 | +90,739 | 6403.6% | Q1 2026 | May 01, 2026 |
| Greenline Partners, LLC | History | Reduced | 91,720 | 2,284 | 0.25% | 0.31% | 183 | -17,853 | -16.29% | Q1 2026 | May 15, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 89,480 | 2,228 | 0.67% | 0.73% | 184 | -3,434 | -3.7% | Q1 2026 | May 14, 2026 |
| JDM Financial Group LLC | History | Reduced | 87,999 | 2,192 | 0.85% | 1.32% | 185 | -47,763 | -35.18% | Q1 2026 | May 20, 2026 |
| Empirical Asset Management, LLC | History | Added to | 87,498 | 2,179 | 0.57% | 0.61% | 186 | +1,860 | 2.17% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 86,864 | 2,163 | 0.0% | 0.0% | 187 | -84,246 | -49.23% | Q1 2026 | May 05, 2026 |
| Kaizen Financial Strategies | History | Reduced | 86,789 | 2,161 | 0.91% | 1.03% | 188 | -6,753 | -7.22% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 86,626 | 2,156 | 0.0% | 0.0% | 189 | +3,549 | 4.27% | Q1 2026 | May 14, 2026 |
| Charles Schwab Trust Co | History | Added to | 85,956 | 2,141 | 0.14% | 0.13% | 190 | +4,656 | 5.73% | Q1 2026 | Apr 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 85,612 | 2,132 | 0.0% | 0.0% | 191 | +70,089 | 451.52% | Q1 2026 | May 13, 2026 |
| Columbus Macro, LLC | History | Reduced | 84,824 | 2,112 | 0.23% | 0.4% | 192 | -59,850 | -41.37% | Q1 2026 | Apr 21, 2026 |
| CWA Asset Management Group, LLC | History | New | 84,178 | 2,096 | 0.07% | — | 193 | +84,178 | New | Q1 2026 | Apr 20, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 80,787 | 2,012 | 0.15% | 0.15% | 194 | -1,381 | -1.68% | Q1 2026 | Apr 14, 2026 |
| Betterment LLC | History | Added to | 80,590 | 2,007 | 0.0% | 0.0% | 195 | +5,107 | 6.77% | Q1 2026 | May 14, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 80,465 | 2,004 | 1.34% | 0.48% | 196 | +52,951 | 192.45% | Q1 2026 | Apr 17, 2026 |
| Nova R Wealth, Inc. | History | Added to | 80,293 | 2,000 | 0.64% | 0.73% | 197 | +946 | 1.19% | Q1 2026 | Apr 17, 2026 |
| HARTLINE INVESTMENT CORP/ | History | No change | 79,700 | 1,985 | 0.22% | 0.22% | 198 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 78,024 | 1,943 | 0.32% | 0.27% | 199 | +14,912 | 23.63% | Q1 2026 | May 01, 2026 |
| MilWealth Group LLC | History | No change | 77,302 | 1,925 | 0.46% | 0.46% | 200 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mendel Capital Management LLC | History | New | 74,401 | 1,853 | 0.93% | — | 201 | +74,401 | New | Q1 2026 | Apr 21, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 73,437 | 1,829 | 0.07% | 0.08% | 202 | -14,407 | -16.4% | Q1 2026 | Apr 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 71,802 | 1,789 | 0.0% | 0.0% | 203 | +2,245 | 3.23% | Q1 2026 | May 13, 2026 |
| WBH ADVISORY INC | History | Reduced | 71,636 | 1,777 | 0.13% | 0.15% | 204 | -7,193 | -9.12% | Q1 2026 | Apr 27, 2026 |
| Rede Wealth, LLC | History | Reduced | 70,454 | 1,755 | 0.63% | 0.63% | 205 | -2,280 | -3.13% | Q1 2026 | Apr 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 70,156 | 1,747 | 0.0% | 0.0% | 206 | -18,573 | -20.93% | Q1 2026 | May 14, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 70,097 | 1,746 | 0.69% | 0.5% | 207 | +19,139 | 37.56% | Q1 2026 | Apr 23, 2026 |
| Successful Portfolios LLC | History | Reduced | 68,910 | 1,716 | 0.95% | 0.89% | 208 | -573 | -0.82% | Q1 2026 | Apr 13, 2026 |
| Alternative Investment Advisors, LLC. | History | Reduced | 67,640 | 1,684 | 0.73% | 0.86% | 209 | -12,317 | -15.4% | Q1 2026 | May 15, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 67,169 | 1,673 | 0.94% | 0.92% | 210 | +1,515 | 2.31% | Q1 2026 | May 14, 2026 |
| A4 Wealth Advisors LLC | History | New | 65,811 | 1,639 | 1.34% | — | 211 | +65,811 | New | Q1 2026 | May 11, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 64,942 | 1,617 | 0.13% | 0.11% | 212 | +15,782 | 32.1% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 62,449 | 1,555 | 0.0% | — | 213 | +62,449 | New | Q1 2026 | May 15, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Added to | 60,241 | 1,500 | 1.24% | 1.11% | 214 | +3,646 | 6.44% | Q1 2026 | Apr 09, 2026 |
| IFP Advisors, Inc | History | Added to | 59,102 | 1,472 | 0.03% | 0.03% | 215 | +3,165 | 5.66% | Q1 2026 | Apr 13, 2026 |
| Compound Planning, Inc. | History | Reduced | 58,792 | 1,464 | 0.04% | 0.08% | 216 | -51,974 | -46.92% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 58,073 | 1,446 | 0.01% | 0.01% | 217 | +17,687 | 43.79% | Q1 2026 | May 11, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 57,869 | 1,441 | 0.19% | — | 218 | +57,869 | New | Q1 2026 | Apr 16, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 54,545 | 1,358 | 0.69% | 0.73% | 219 | +5,537 | 11.3% | Q1 2026 | May 14, 2026 |
| Asset Management Group, Inc. | History | Added to | 53,320 | 1,328 | 0.21% | 0.2% | 220 | +4,271 | 8.71% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Reduced | 52,780 | 1,314 | 0.16% | 0.17% | 221 | -1,546 | -2.85% | Q1 2026 | Apr 20, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 51,707 | 1,288 | 0.88% | 0.64% | 222 | +13,071 | 33.83% | Q1 2026 | May 04, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 51,503 | 1,282 | 0.08% | 0.07% | 223 | +3,454 | 7.19% | Q1 2026 | Apr 29, 2026 |
| Belpointe Asset Management LLC | History | Added to | 50,765 | 1,264 | 0.05% | 0.04% | 224 | +2,613 | 5.43% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 49,027 | 1,221 | 0.02% | 0.02% | 225 | +5,883 | 13.64% | Q1 2026 | Apr 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 48,813 | 1,215 | 0.04% | 0.03% | 226 | +18,240 | 59.66% | Q1 2026 | Apr 07, 2026 |
| Essential Partners LLC | History | Added to | 47,110 | 1,173 | 0.39% | 0.35% | 227 | +1,560 | 3.42% | Q1 2026 | May 21, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 47,014 | 1,171 | 0.21% | 0.22% | 228 | -1,218 | -2.53% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | Added to | 46,543 | 1,159 | 0.29% | 0.29% | 229 | +98 | 0.21% | Q1 2026 | Apr 15, 2026 |
| Brookstone Capital Management | History | Reduced | 46,091 | 1,148 | 0.01% | 0.02% | 230 | -6,691 | -12.68% | Q1 2026 | Apr 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 46,083 | 1,147 | 0.02% | 0.02% | 231 | +1,794 | 4.05% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 45,733 | 1,139 | 0.07% | 0.08% | 232 | -392 | -0.85% | Q1 2026 | Apr 15, 2026 |
| Waycross Investment Management Co | History | No change | 45,646 | 1,137 | 1.09% | 1.01% | 233 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 45,070 | 1,122 | 0.76% | 0.75% | 234 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 44,728 | 1,114 | 0.08% | 0.08% | 235 | +825 | 1.88% | Q1 2026 | Apr 22, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 44,469 | 1,107 | 0.44% | 0.36% | 236 | +8,548 | 23.8% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 44,330 | 1,104 | 0.0% | 0.0% | 237 | +1,334 | 3.1% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 44,087 | 1,098 | 0.07% | 0.06% | 238 | +4,274 | 10.74% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 43,928 | 1,094 | 0.07% | 0.07% | 239 | -1,913 | -4.17% | Q1 2026 | Apr 27, 2026 |
| GWN SECURITIES INC. | History | Added to | 43,586 | 1,085 | 0.21% | 0.22% | 240 | +170 | 0.39% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 42,758 | 1,065 | 0.1% | 0.1% | 241 | +7,129 | 20.01% | Q1 2026 | May 12, 2026 |
| Unify Financial Advisors | History | Reduced | 42,269 | 1,052 | 1.09% | 1.12% | 242 | -724 | -1.68% | Q1 2026 | Apr 23, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 41,482 | 1,033 | 0.46% | 0.58% | 243 | -9,147 | -18.07% | Q1 2026 | Apr 15, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | No change | 40,879 | 1,018 | 0.61% | 0.7% | 244 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| New Hampshire Trust | History | Added to | 39,717 | 989 | 0.2% | 0.17% | 245 | +4,702 | 13.43% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 39,184 | 976 | 0.03% | 0.04% | 246 | -1,594 | -3.91% | Q1 2026 | May 15, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 38,855 | 967 | 0.19% | 0.2% | 247 | -740 | -1.87% | Q1 2026 | May 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | New | 38,744 | 965 | 0.32% | — | 248 | +38,744 | New | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 38,550 | 960 | 0.0% | 0.0% | 249 | +6,885 | 21.74% | Q1 2026 | Apr 24, 2026 |
| Trust Point Inc. | History | Added to | 38,139 | 950 | 0.08% | 0.07% | 250 | +4,150 | 12.21% | Q1 2026 | Apr 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 38,051 | 947 | 0.03% | 0.03% | 251 | +148 | 0.39% | Q1 2026 | Apr 09, 2026 |
| RCW Management, LLC | History | Added to | 37,586 | 936 | 0.96% | 0.87% | 252 | +3,409 | 9.97% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 36,872 | 918 | 0.02% | 0.02% | 253 | -1,725 | -4.47% | Q1 2026 | May 15, 2026 |
| Frisch Financial Group, Inc. | History | New | 36,798 | 916 | 0.19% | — | 254 | +36,798 | New | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 36,652 | 912 | 0.0% | 0.0% | 255 | +18,771 | 104.98% | Q1 2026 | Apr 27, 2026 |
| Ransom Advisory, Ltd | History | No change | 36,000 | 902 | 0.36% | 0.36% | 256 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Net Worth Advisory Group | History | Added to | 35,666 | 888 | 0.18% | 0.17% | 257 | +2,136 | 6.37% | Q1 2026 | May 05, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 35,067 | 873 | 0.05% | 0.09% | 259 | -20,652 | -37.06% | Q1 2026 | Apr 23, 2026 |
| FIDUCIARY TRUST CO | History | No change | 35,076 | 873 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 33,820 | 842 | 0.13% | 0.13% | 260 | +218 | 0.65% | Q1 2026 | Apr 17, 2026 |
| Moors & Cabot, Inc. | History | Added to | 33,624 | 837 | 0.04% | 0.04% | 261 | +501 | 1.51% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 33,238 | 827 | 0.01% | 0.01% | 262 | +9,584 | 40.52% | Q1 2026 | May 15, 2026 |
| Brucke Financial, Inc. | History | Reduced | 32,849 | 818 | 0.41% | 0.47% | 263 | -1,178 | -3.46% | Q1 2026 | Apr 10, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Reduced | 32,613 | 812 | 0.47% | 0.5% | 264 | -1,031 | -3.06% | Q1 2026 | May 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 32,325 | 805 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 31,803 | 792 | 0.04% | 0.07% | 266 | +1,356 | 4.45% | Q1 2026 | Apr 21, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 31,087 | 774 | 0.09% | 0.08% | 267 | +2,870 | 10.17% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 30,627 | 762 | 0.01% | 0.01% | 268 | -2,028 | -6.21% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | New | 30,384 | 756 | 0.01% | — | 269 | +30,384 | New | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 30,331 | 755 | 0.0% | 0.0% | 270 | -13,705 | -31.12% | Q1 2026 | Apr 29, 2026 |
| StoneX Group Inc. | History | Reduced | 30,015 | 747 | 0.04% | 0.05% | 271 | -13,683 | -31.31% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 29,126 | 725 | 0.01% | 0.01% | 272 | +5,214 | 21.8% | Q1 2026 | May 14, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 29,094 | 724 | 0.76% | 0.66% | 273 | +3,040 | 11.67% | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 29,060 | 723 | 0.08% | 0.08% | 274 | -1,288 | -4.24% | Q1 2026 | Apr 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 28,434 | 708 | 0.03% | — | 275 | +28,434 | New | Q1 2026 | May 14, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 27,559 | 686 | 0.13% | 0.1% | 276 | +5,859 | 27.0% | Q1 2026 | May 06, 2026 |
| XY Planning Network, Inc. | History | Added to | 27,413 | 680 | 0.11% | 0.1% | 277 | +5,206 | 23.44% | Q1 2026 | Apr 14, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 27,245 | 678 | 0.2% | 0.17% | 278 | +2,480 | 10.01% | Q1 2026 | May 07, 2026 |
| Northwest Capital Management Inc | History | No change | 26,818 | 672 | 2.91% | 2.91% | 279 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NorthRock Partners, LLC | History | Added to | 26,877 | 669 | 0.01% | 0.01% | 280 | +4,552 | 20.39% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 26,761 | 666 | 0.0% | 0.01% | 281 | -2,017 | -7.01% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 26,561 | 661 | 0.0% | 0.0% | 282 | +3,236 | 13.87% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 26,487 | 659 | 0.01% | 0.02% | 283 | +1,130 | 4.46% | Q1 2026 | May 12, 2026 |
| Portland Financial Advisors Inc | History | Added to | 25,885 | 644 | 1.34% | 0.9% | 284 | +9,051 | 53.77% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 24,452 | 609 | 0.0% | 0.0% | 285 | +5,184 | 26.9% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 24,010 | 598 | 0.0% | 0.0% | 286 | +951 | 4.12% | Q1 2026 | May 05, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 23,421 | 583 | 0.04% | 0.06% | 287 | -9,723 | -29.34% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 22,879 | 569 | 0.01% | 0.01% | 288 | +577 | 2.59% | Q1 2026 | May 04, 2026 |
| Family Investment Center, Inc. | History | Added to | 22,626 | 563 | 0.11% | 0.1% | 289 | +2,590 | 12.93% | Q1 2026 | Apr 24, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 22,464 | 559 | 0.0% | 0.0% | 290 | -11,019 | -32.91% | Q1 2026 | Apr 30, 2026 |
| Facet Wealth, Inc. | History | New | 22,360 | 556 | 0.01% | — | 291 | +22,360 | New | Q1 2026 | May 07, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 22,042 | 549 | 0.22% | 0.27% | 292 | -4,004 | -15.37% | Q1 2026 | Apr 17, 2026 |
| Quartz Partners, LLC | History | No change | 22,013 | 548 | 0.21% | 0.21% | 293 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 21,813 | 543 | 0.01% | 0.01% | 294 | +8,979 | 69.96% | Q1 2026 | May 15, 2026 |
| Hexagon Capital Partners LLC | History | Reduced | 21,571 | 537 | 0.08% | 0.1% | 295 | -901 | -4.01% | Q1 2026 | May 04, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 21,449 | 534 | 0.05% | 0.05% | 296 | +38 | 0.18% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 21,272 | 529 | 0.01% | — | 297 | +21,272 | New | Q1 2026 | May 15, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 21,157 | 527 | 0.07% | 0.07% | 298 | -516 | -2.38% | Q1 2026 | May 04, 2026 |
| eCIO, Inc. | History | Added to | 21,107 | 525 | 0.23% | 0.24% | 299 | +861 | 4.25% | Q1 2026 | Apr 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 21,000 | 523 | 0.02% | — | 300 | +21,000 | New | Q1 2026 | Apr 15, 2026 |