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.
Details.
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Rows: 0
| 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 | No change | 263,437,179 | 6,496,360 | 0.86% | 0.86% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 18,731,210 | 461,912 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 13,544,801 | 333,987 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,469,330 | 233,513 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,666,844 | 164,404 | 0.14% | 0.14% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,339,063 | 156,828 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 5,800,038 | 144,478 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,354,373 | 132,038 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 4,862,662 | 119,913 | 0.55% | 0.55% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 4,120,062 | 101,600 | 21.29% | 21.29% | 10 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 4,074,314 | 100,472 | 9.81% | 9.81% | 11 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LPL Financial LLC | History | No change | 3,926,926 | 96,837 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pacific Sage Partners, LLC | History | No change | 3,835,408 | 94,581 | 13.42% | 13.42% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,049,531 | 74,713 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Empowered Funds, LLC | History | No change | 2,862,224 | 70,347 | 0.37% | 0.37% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crane Advisory, LLC | History | No change | 2,844,705 | 69,780 | 10.02% | 10.02% | 16 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,724,707 | 67,191 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 2,700,741 | 66,600 | 3.18% | 3.18% | 18 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 2,528,415 | 59,923 | 1.67% | 1.67% | 19 | +78,067 | 3.19% | Q3 2026 | Oct 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,077,660 | 51,235 | 0.48% | 0.48% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLC Capital Advisors | History | No change | 1,788,067 | 44,093 | 7.09% | 7.09% | 21 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,714,671 | 42,283 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,669,051 | 41,158 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 1,637,058 | 40,369 | 0.2% | 0.2% | 24 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,626,073 | 40,098 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| High Probability Advisors, LLC | History | No change | 1,574,348 | 38,823 | 4.15% | 4.15% | 26 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cerity Partners LLC | History | No change | 1,550,382 | 38,232 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,536,279 | 37,884 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Alpha, LLC | History | No change | 1,527,811 | 37,676 | 0.92% | 0.92% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOSTER & MOTLEY INC | History | No change | 1,408,799 | 34,741 | 1.6% | 1.6% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | No change | 1,397,019 | 34,450 | 10.72% | 10.72% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Wealthcare LLC | History | Added to | 1,449,762 | 34,359 | 10.89% | 11.36% | 32 | +12,140 | 0.84% | Q3 2026 | Oct 02, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 1,290,103 | 31,813 | 5.42% | 5.42% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 1,232,504 | 30,393 | 1.03% | 1.03% | 34 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 1,103,037 | 26,141 | 1.97% | 2.03% | 35 | -10,623 | -0.95% | Q3 2026 | Oct 08, 2026 |
| Your Advocates Ltd., LLP | History | No change | 1,059,412 | 26,125 | 7.47% | 7.47% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 999,811 | 24,745 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 975,260 | 24,049 | 0.26% | 0.26% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tradition Wealth Management, LLC | History | No change | 956,897 | 23,597 | 1.44% | 1.44% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HC Advisors, LLC | History | No change | 899,393 | 22,179 | 13.46% | 13.46% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 859,244 | 21,188 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 842,589 | 20,778 | 0.12% | 0.12% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 818,221 | 20,069 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 789,075 | 19,458 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 762,960 | 18,814 | 4.27% | 4.27% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SWS Partners | History | No change | 736,384 | 18,159 | 3.92% | 3.92% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Downshift Financial, LLC | History | No change | 726,438 | 17,913 | 8.04% | 8.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Altiora Financial Group, LLC | History | No change | 687,514 | 16,954 | 2.67% | 2.67% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 678,451 | 16,730 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kathmere Capital Management, LLC | History | No change | 647,199 | 15,959 | 0.84% | 0.84% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Perigon Wealth Management, LLC | History | No change | 641,573 | 15,821 | 0.25% | 0.25% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 633,193 | 15,614 | 0.1% | 0.1% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Madison Asset Management, LLC | History | No change | 623,073 | 15,364 | 0.18% | 0.18% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walker Financial Services, Inc. | History | No change | 597,458 | 14,733 | 4.56% | 4.56% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WorthPointe, LLC | History | No change | 569,571 | 14,045 | 3.52% | 3.52% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 560,068 | 13,811 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 540,148 | 13,320 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kelly Financial Services LLC | History | No change | 527,022 | 12,996 | 2.78% | 2.78% | 58 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fiduciary Alliance LLC | History | No change | 510,479 | 12,588 | 0.85% | 0.85% | 59 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tidal Investments LLC | History | No change | 507,102 | 12,505 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 506,242 | 12,483 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Holcombe Financial, Inc. | History | No change | 506,177 | 12,482 | 7.05% | 7.05% | 62 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Clarity Wealth Development LLC | History | No change | 502,374 | 12,388 | 6.88% | 6.88% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 484,135 | 11,938 | 3.6% | 3.6% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 475,171 | 11,717 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADVOCATE GROUP LLC | History | No change | 474,914 | 11,711 | 1.76% | 1.76% | 66 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| White Pine Investment CO | History | No change | 474,217 | 11,694 | 2.49% | 2.49% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 450,208 | 11,099 | 1.27% | 1.27% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 449,292 | 11,079 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 441,905 | 10,897 | 1.81% | 1.81% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Attessa Capital LLC | History | Added to | 452,044 | 10,713 | 4.6% | 4.99% | 71 | +1,128 | 0.25% | Q3 2026 | Oct 08, 2026 |
| Diversify Advisory Services, LLC | History | No change | 435,160 | 10,630 | 0.18% | 0.18% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 435,160 | 10,630 | 0.18% | 0.18% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 426,837 | 10,526 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 419,809 | 10,352 | 0.32% | 0.32% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cadia Private Client LLC | History | No change | 413,093 | 10,186 | 7.31% | 7.31% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 395,554 | 9,754 | 6.6% | 6.6% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Darrow Company, Inc. | History | No change | 384,310 | 9,478 | 3.67% | 3.67% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 380,346 | 9,379 | 5.17% | 5.17% | 79 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savvy Advisors, Inc. | History | No change | 379,058 | 9,347 | 0.2% | 0.2% | 80 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| One Degree Advisors Inc | History | No change | 379,789 | 9,323 | 2.08% | 2.08% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 377,107 | 9,299 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 371,692 | 9,166 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 369,893 | 9,122 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 363,473 | 8,962 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bulwark Capital Corp | History | No change | 360,679 | 8,894 | 5.01% | 5.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Act Two Investors LLC | History | No change | 354,554 | 8,743 | 1.77% | 1.77% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centric Wealth Management | History | No change | 351,983 | 8,690 | 1.35% | 1.35% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 346,927 | 8,555 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 344,360 | 8,492 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cloud Capital Management, LLC | History | No change | 340,018 | 8,384 | 3.06% | 3.06% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 338,161 | 8,339 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 334,196 | 8,241 | 0.91% | 0.91% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maridea Wealth Management LLC | History | No change | 326,838 | 8,059 | 0.87% | 0.87% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 329,251 | 8,037 | 1.13% | 1.13% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 323,780 | 7,948 | 1.04% | 1.04% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | No change | 321,384 | 7,925 | 0.73% | 0.73% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | No change | 316,775 | 7,811 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | No change | 301,507 | 7,435 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 293,466 | 7,236 | 2.18% | 2.18% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Payne Capital LLC | History | No change | 293,454 | 7,236 | 6.03% | 6.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 281,773 | 6,948 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 280,499 | 6,917 | 4.9% | 4.9% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 280,763 | 6,853 | 4.47% | 4.47% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| A4 Wealth Advisors LLC | History | No change | 273,845 | 6,753 | 4.48% | 4.48% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 272,221 | 6,712 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cooke Wealth Management, LLC | History | No change | 269,027 | 6,634 | 5.43% | 5.43% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MYECFO, LLC | History | No change | 253,261 | 6,245 | 2.36% | 2.36% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 252,944 | 6,237 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 251,565 | 6,203 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Global Partners, LLC | History | No change | 236,424 | 5,830 | 2.2% | 2.2% | 111 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Refined Wealth Management | History | No change | 233,476 | 5,757 | 3.47% | 3.47% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 230,818 | 5,691 | 0.74% | 0.74% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Harvest Portfolios Group Inc. | History | No change | 227,487 | 5,609 | 0.08% | 0.08% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 225,147 | 5,552 | 2.11% | 2.11% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 218,102 | 5,378 | 2.14% | 2.14% | 116 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Farrow Financial, Inc. | History | No change | 216,288 | 5,333 | 2.85% | 2.85% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 213,450 | 5,263 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WT Wealth Management | History | No change | 208,643 | 5,145 | 1.42% | 1.42% | 119 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Modus Advisors, LLC | History | No change | 202,957 | 5,004 | 1.24% | 1.24% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITIGROUP INC | History | No change | 202,551 | 4,994 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hilltop Partners LLC | History | No change | 197,785 | 4,877 | 1.18% | 1.18% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 196,921 | 4,856 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LIBRA WEALTH LLC | History | No change | 193,674 | 4,776 | 1.22% | 1.22% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 192,892 | 4,757 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Inspire Advisors, LLC | History | No change | 192,564 | 4,745 | 0.33% | 0.33% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 190,807 | 4,705 | 2.61% | 2.61% | 127 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 183,194 | 4,517 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYM FINANCIAL Corp | History | No change | 176,450 | 4,351 | 0.35% | 0.35% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 173,179 | 4,270 | 2.41% | 2.41% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 172,242 | 4,247 | 0.17% | 0.17% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 170,300 | 4,199 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 169,040 | 4,168 | 0.48% | 0.48% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| North Forty Two & Co. | History | No change | 166,172 | 4,097 | 3.48% | 3.48% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Code Waechter LLC | History | No change | 162,866 | 4,016 | 2.08% | 2.08% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 162,823 | 4,015 | 0.69% | 0.69% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Claro Advisors Inc. | History | No change | 161,338 | 3,978 | 0.42% | 0.42% | 137 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 158,148 | 3,899 | 2.07% | 2.07% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mendota Financial Group, LLC | History | Added to | 159,275 | 3,774 | 2.34% | 1.76% | 139 | +44,103 | 38.29% | Q3 2026 | Oct 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 151,499 | 3,735 | 0.18% | 0.18% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 151,051 | 3,724 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 148,507 | 3,662 | 0.09% | 0.09% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sellwood Investment Partners LLC | History | No change | 148,267 | 3,656 | 1.29% | 1.29% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WBH ADVISORY INC | History | No change | 145,877 | 3,597 | 0.24% | 0.24% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 149,453 | 3,542 | 0.02% | 0.03% | 145 | -16,233 | -9.8% | Q3 2026 | Oct 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 139,375 | 3,436 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 132,995 | 3,279 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 130,628 | 3,221 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 130,790 | 3,220 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 130,560 | 3,219 | 0.89% | 0.89% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 130,073 | 3,207 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 128,838 | 3,177 | 0.09% | 0.09% | 152 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Noble Wealth Partners LLC | History | No change | 127,847 | 3,152 | 2.74% | 2.74% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GTS SECURITIES LLC | History | No change | 126,305 | 3,114 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fermata Advisors, LLC | History | No change | 125,125 | 3,085 | 0.62% | 0.62% | 155 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Csenge Advisory Group | History | No change | 121,952 | 3,007 | 0.12% | 0.12% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Williams Financial, LLC | History | No change | 121,041 | 2,984 | 1.54% | 1.54% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Simplicity Wealth,LLC | History | No change | 120,056 | 2,960 | 0.1% | 0.1% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 119,389 | 2,944 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 118,832 | 2,930 | 0.65% | 0.65% | 160 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Collaborative Fund Advisors, LLC | History | No change | 118,692 | 2,926 | 1.7% | 1.7% | 161 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 118,567 | 2,923 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 118,393 | 2,919 | 0.11% | 0.11% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pflug Koory, LLC | History | No change | 113,892 | 2,808 | 1.12% | 1.12% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hendershot Investments Inc. | History | No change | 111,589 | 2,751 | 0.36% | 0.36% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | No change | 109,300 | 2,695 | 0.31% | 0.31% | 166 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 109,091 | 2,690 | 0.65% | 0.65% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Johnson Financial Group, LLC | History | No change | 108,430 | 2,673 | 0.14% | 0.14% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GenWealth Group, Inc. | History | No change | 101,498 | 2,502 | 0.39% | 0.39% | 169 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Addison Advisors LLC | History | No change | 101,040 | 2,491 | 1.18% | 1.18% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCS Capital Management LLC | History | No change | 100,217 | 2,471 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 99,956 | 2,464 | 0.17% | 0.17% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empirical Asset Management, LLC | History | No change | 98,159 | 2,420 | 0.55% | 0.55% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 97,821 | 2,412 | 0.13% | 0.13% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Barden Capital Management, Inc. | History | Added to | 100,625 | 2,384 | 2.17% | 2.21% | 176 | +3,591 | 3.7% | Q3 2026 | Oct 08, 2026 |
| Greenline Partners, LLC | History | No change | 96,707 | 2,384 | 0.24% | 0.24% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 95,958 | 2,366 | 0.18% | 0.18% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 95,790 | 2,362 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Passive Capital Management, LLC. | History | No change | 92,914 | 2,330 | 0.73% | 0.73% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 91,879 | 2,265 | 0.07% | 0.07% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Charles Schwab Trust Co | History | No change | 89,774 | 2,213 | 0.12% | 0.12% | 181 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HighTower Advisors, LLC | History | No change | 88,552 | 2,183 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 88,054 | 2,171 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 84,968 | 2,095 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 83,846 | 2,067 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Columbus Macro, LLC | History | No change | 82,617 | 2,037 | 0.2% | 0.2% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Nova R Wealth, Inc. | History | No change | 80,003 | 1,972 | 0.58% | 0.58% | 187 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HARTLINE INVESTMENT CORP/ | History | No change | 79,700 | 1,965 | 0.17% | 0.17% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 78,097 | 1,925 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MilWealth Group LLC | History | No change | 77,302 | 1,906 | 0.41% | 0.41% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 77,173 | 1,903 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 74,296 | 1,832 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 73,947 | 1,823 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mendel Capital Management LLC | History | No change | 73,905 | 1,822 | 0.82% | 0.82% | 194 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pure Financial Advisors, LLC | History | No change | 73,393 | 1,809 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STABLEFORD CAPITAL II LLC | History | No change | 74,848 | 1,773 | 0.62% | 0.64% | 196 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | No change | 71,320 | 1,758 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 70,866 | 1,747 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 69,991 | 1,725 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 69,072 | 1,703 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Successful Portfolios LLC | History | Added to | 71,369 | 1,687 | 0.78% | 0.81% | 201 | +628 | 0.89% | Q3 2026 | Oct 09, 2026 |
| World Investment Advisors | History | No change | 66,379 | 1,639 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 66,080 | 1,629 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 64,652 | 1,594 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 63,377 | 1,562 | 0.16% | 0.16% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Added to | 65,606 | 1,554 | 1.13% | 1.1% | 206 | +3,125 | 5.0% | Q3 2026 | Oct 08, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 62,200 | 1,534 | 0.06% | 0.06% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 61,871 | 1,525 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 61,106 | 1,506 | 0.09% | 0.09% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 58,124 | 1,433 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| COMMERCE BANK | History | No change | 58,073 | 1,432 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 57,117 | 1,408 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 56,923 | 1,403 | 0.24% | 0.24% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brookstone Capital Management | History | No change | 54,921 | 1,354 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| McAdam, LLC | History | No change | 54,779 | 1,350 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kaizen Financial Strategies | History | Reduced | 56,319 | 1,334 | 0.52% | 0.63% | 216 | -22,676 | -28.71% | Q3 2026 | Oct 09, 2026 |
| True Link Financial Advisors, LLC | History | No change | 53,016 | 1,307 | 0.08% | 0.08% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Asset Management Group, Inc. | History | No change | 52,690 | 1,299 | 0.19% | 0.19% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Wealth Management, LLC | History | No change | 52,454 | 1,293 | 0.59% | 0.59% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | No change | 51,782 | 1,276 | 0.59% | 0.59% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 51,679 | 1,274 | 0.72% | 0.72% | 221 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 50,710 | 1,250 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Adams Wealth Management | History | No change | 50,623 | 1,248 | 0.24% | 0.24% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CacheTech Inc. | History | No change | 50,623 | 1,248 | 0.2% | 0.2% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Eagle Strategies LLC | History | No change | 50,437 | 1,243 | 0.12% | 0.12% | 225 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Belpointe Asset Management LLC | History | No change | 48,877 | 1,205 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JDM Financial Group LLC | History | No change | 46,928 | 1,157 | 0.4% | 0.4% | 227 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 46,897 | 1,156 | 0.06% | 0.06% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Moors & Cabot, Inc. | History | No change | 45,638 | 1,125 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waycross Investment Management Co | History | No change | 45,646 | 1,125 | 0.86% | 0.86% | 230 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 44,915 | 1,107 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Madden Advisory Services, Inc. | History | No change | 44,463 | 1,096 | 0.39% | 0.39% | 232 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthspire Retirement, LLC | History | No change | 44,357 | 1,093 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 44,300 | 1,092 | 0.07% | 0.07% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GWN SECURITIES INC. | History | No change | 44,060 | 1,086 | 0.18% | 0.18% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Frisch Financial Group, Inc. | History | No change | 43,828 | 1,080 | 0.19% | 0.19% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 42,628 | 1,051 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Unify Financial Advisors | History | No change | 41,471 | 1,022 | 0.94% | 0.94% | 238 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Brucke Financial, Inc. | History | No change | 41,218 | 1,016 | 0.45% | 0.45% | 239 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Broussard Financial Group LLC | History | No change | 41,020 | 1,011 | 0.81% | 0.81% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hexagon Capital Partners LLC | History | No change | 40,962 | 1,010 | 0.14% | 0.14% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RCW Management, LLC | History | No change | 40,282 | 993 | 0.89% | 0.89% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 39,943 | 984 | 0.07% | 0.07% | 243 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Diligent Investors, LLC | History | No change | 39,468 | 973 | 0.22% | 0.22% | 244 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trust Point Inc. | History | No change | 39,406 | 971 | 0.08% | 0.08% | 245 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Trivium Point Advisory, LLC | History | No change | 39,144 | 965 | 0.09% | 0.09% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avior Wealth Management, LLC | History | No change | 38,152 | 940 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 38,040 | 938 | 0.58% | 0.58% | 248 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 37,930 | 935 | 0.16% | 0.16% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Innova Wealth Partners | History | No change | 37,754 | 931 | 0.38% | 0.38% | 250 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 36,573 | 901 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 36,448 | 898 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 36,201 | 892 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 35,973 | 887 | 0.17% | 0.17% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XY Planning Network, Inc. | History | No change | 35,557 | 876 | 0.11% | 0.11% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 35,357 | 871 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY TRUST CO | History | No change | 35,076 | 864 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 36,371 | 861 | 0.02% | 0.02% | 258 | +4,493 | 14.09% | Q3 2026 | Oct 08, 2026 |
| IHT Wealth Management, LLC | History | No change | 34,362 | 847 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 34,311 | 846 | 0.06% | 0.06% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 33,070 | 815 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Merit Financial Group, LLC | History | No change | 32,312 | 796 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stokes Family Office, LLC | History | No change | 32,128 | 792 | 0.09% | 0.09% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 31,533 | 777 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 30,016 | 740 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 30,025 | 740 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 29,784 | 734 | 0.28% | 0.28% | 267 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisors Asset Management, Inc. | History | No change | 29,286 | 722 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | No change | 29,298 | 722 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 28,888 | 712 | 0.48% | 0.48% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RED REEF ADVISORS LLC | History | No change | 28,633 | 706 | 0.65% | 0.65% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Empower Advisory Group, LLC | History | No change | 28,405 | 700 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TradeWell Securities, LLC. | History | No change | 28,365 | 699 | 0.25% | 0.25% | 273 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighPoint Advisor Group LLC | History | No change | 28,157 | 694 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Portland Financial Advisors Inc | History | No change | 27,982 | 690 | 1.26% | 1.26% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| New Hampshire Trust | History | No change | 27,856 | 686 | 0.13% | 0.13% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 27,720 | 683 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 27,245 | 671 | 0.18% | 0.18% | 278 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategic Blueprint, LLC | History | No change | 27,119 | 668 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | No change | 24,699 | 609 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 24,421 | 602 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quartz Partners, LLC | History | No change | 23,618 | 582 | 0.19% | 0.19% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Midwest Trust Co | History | No change | 23,607 | 582 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Twele Capital Management, Inc. | History | No change | 23,081 | 569 | 0.09% | 0.09% | 284 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 23,013 | 567 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Family Investment Center, Inc. | History | No change | 22,848 | 563 | 0.09% | 0.09% | 286 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 22,091 | 544 | 0.21% | 0.21% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Roundview Capital LLC | History | No change | 22,019 | 542 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FMR LLC | History | No change | 21,784 | 537 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 21,590 | 532 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 21,510 | 530 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| eCIO, Inc. | History | No change | 21,336 | 526 | 0.15% | 0.15% | 292 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 21,272 | 524 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Churchill Financial Advisors, LLC | History | No change | 20,931 | 516 | 0.1% | 0.1% | 294 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | No change | 20,887 | 515 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 20,827 | 513 | 0.06% | 0.06% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 20,534 | 506 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 20,410 | 503 | 0.1% | 0.1% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equita Financial Network, Inc. | History | No change | 20,256 | 499 | 0.14% | 0.14% | 299 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 19,812 | 488 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | No change | 19,721 | 486 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 19,663 | 484 | 0.08% | 0.08% | 302 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 18,747 | 462 | 0.27% | 0.27% | 303 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 18,692 | 460 | 0.17% | 0.17% | 304 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kings Path Partners LLC | History | No change | 18,268 | 450 | 0.12% | 0.12% | 305 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MBE Wealth Management, LLC | History | No change | 18,196 | 448 | 0.16% | 0.16% | 306 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 17,969 | 443 | 0.07% | 0.07% | 307 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 17,891 | 441 | 0.1% | 0.1% | 308 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 17,859 | 440 | 0.04% | 0.04% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 17,617 | 434 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 18,296 | 433 | 0.21% | 0.21% | 311 | -410 | -2.19% | Q3 2026 | Oct 08, 2026 |
| Capital Analysts, LLC | History | No change | 17,288 | 426 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valpey Financial Services, LLC | History | No change | 16,739 | 412 | 0.25% | 0.25% | 313 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Advisors | History | No change | 16,546 | 408 | 0.02% | 0.02% | 314 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | No change | 404,337 | 404 | 0.49% | 0.49% | 315 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Advisors Network LLC | History | No change | 16,280 | 401 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WNY Asset Management, LLC | History | No change | 16,208 | 399 | 0.04% | 0.04% | 317 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 16,003 | 394 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Family Wealth, LLC | History | No change | 15,997 | 394 | 0.07% | 0.07% | 319 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 15,933 | 392 | 0.22% | 0.22% | 320 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 15,805 | 389 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RFG Advisory, LLC | History | No change | 15,534 | 383 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 15,155 | 373 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Note Advisors, LLC | History | No change | 14,968 | 369 | 0.16% | 0.16% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 14,915 | 367 | 0.05% | 0.05% | 325 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Thompson David Blair | History | No change | 14,784 | 364 | 0.18% | 0.18% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | No change | 14,687 | 362 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sonoma Private Wealth LLC | History | No change | 14,449 | 356 | 0.38% | 0.38% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 14,827 | 351 | 0.07% | 0.06% | 329 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | No change | 14,225 | 351 | 0.23% | 0.23% | 330 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rinkey Investments | History | No change | 14,251 | 351 | 0.08% | 0.08% | 331 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Professional Financial Management, Inc. | History | No change | 14,135 | 348 | 0.35% | 0.35% | 332 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GeoWealth Management, LLC | History | No change | 14,017 | 345 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 13,981 | 344 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Seneschal Advisors, LLC | History | No change | 13,865 | 341 | 0.23% | 0.23% | 335 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 13,534 | 333 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LongView Wealth Management | History | No change | 13,520 | 333 | 0.09% | 0.09% | 337 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Transmarket Holdings LP | History | No change | 13,229 | 326 | 0.24% | 0.24% | 338 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 13,169 | 324 | 0.02% | 0.02% | 339 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 13,029 | 321 | 0.07% | 0.07% | 340 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sigma Planning Corp | History | No change | 12,980 | 320 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Krilogy Financial LLC | History | No change | 12,825 | 316 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Coston, McIsaac & Partners | History | No change | 12,810 | 315 | 0.06% | 0.06% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 12,748 | 314 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| L2 Asset Management, LLC | History | No change | 12,703 | 313 | 0.03% | 0.03% | 345 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| R2 Capital Strategies, LLC | History | No change | 12,364 | 304 | 0.14% | 0.14% | 346 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 11,912 | 293 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allen Capital Group, LLC | History | No change | 11,860 | 292 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 11,879 | 292 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| StoneX Group Inc. | History | No change | 11,814 | 291 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 11,692 | 288 | 0.02% | 0.02% | 351 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,523 | 284 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Evanson Financial, LLC | History | No change | 11,530 | 284 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Asset Allocation Strategies LLC | History | No change | 11,495 | 283 | 0.04% | 0.04% | 354 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RB Capital Management, LLC | History | No change | 11,339 | 279 | 0.05% | 0.05% | 355 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 11,133 | 274 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Advocates LLC | History | No change | 11,033 | 272 | 1.05% | 1.05% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,991 | 271 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Venture Visionary Partners LLC | History | No change | 11,367 | 269 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Larson Financial Group LLC | History | No change | 10,859 | 267 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whelan Financial | History | No change | 10,845 | 267 | 0.07% | 0.07% | 361 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 10,823 | 266 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invst, LLC | History | No change | 10,817 | 266 | 0.03% | 0.03% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 10,732 | 264 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 10,732 | 264 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 10,651 | 263 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 10,550 | 260 | 0.17% | 0.17% | 367 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisor Resource Council | History | No change | 10,310 | 253 | 0.07% | 0.07% | 368 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 10,102 | 249 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 10,000 | 246 | 0.13% | 0.13% | 370 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 9,772 | 240 | 0.29% | 0.29% | 371 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bangor Savings Bank | History | No change | 9,958 | 236 | 0.02% | 0.02% | 372 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 9,598 | 233 | 0.13% | 0.13% | 373 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 9,460 | 233 | 0.03% | 0.03% | 374 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Milestone Investment Advisors LLC | History | No change | 9,421 | 232 | 0.05% | 0.05% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RDA Financial Network | History | No change | 9,365 | 230 | 0.05% | 0.05% | 376 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SouthState Bank Corp | History | No change | 9,266 | 228 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 9,252 | 228 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,218 | 227 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chancellor Financial Group WB LP | History | No change | 9,168 | 226 | 0.14% | 0.14% | 380 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BCS Wealth Management | History | No change | 9,130 | 225 | 0.04% | 0.04% | 381 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Modern Wealth Management, LLC | History | No change | 9,131 | 225 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FC Advisory LLC | History | Reduced | 9,346 | 221 | 0.06% | 0.1% | 383 | -6,068 | -39.37% | Q3 2026 | Oct 05, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 8,925 | 220 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 8,749 | 215 | 0.02% | 0.02% | 385 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 8,675 | 214 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CGC Financial Services, LLC | History | No change | 8,680 | 214 | 0.05% | 0.05% | 387 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kilter Group LLC | History | No change | 8,650 | 213 | 0.08% | 0.08% | 388 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 8,537 | 210 | 0.07% | 0.07% | 389 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,427 | 207 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MSH Capital Advisors LLC | History | No change | 8,379 | 206 | 0.04% | 0.04% | 391 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Seek First Inc. | History | No change | 8,378 | 206 | 0.13% | 0.13% | 392 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 8,192 | 202 | 0.03% | 0.03% | 393 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 8,170 | 201 | 0.06% | 0.06% | 394 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GenTrust, LLC | History | No change | 8,150 | 200 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 7,856 | 193 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,686 | 189 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caitlin John, LLC | History | No change | 6,224 | 153 | 0.08% | 0.08% | 398 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 5,935 | 146 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5,820 | 142 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Private Wealth Management Group, LLC | History | No change | 5,680 | 140 | 0.03% | 0.03% | 401 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dorato Capital Management | History | No change | 5,871 | 139 | 0.09% | 0.1% | 402 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,616 | 138 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 5,456 | 134 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 5,219 | 128 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,068 | 124 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 5,030 | 124 | 0.02% | 0.02% | 407 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rossby Financial, LCC | History | No change | 5,001 | 123 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 4,778 | 117 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 4,670 | 115 | 0.02% | 0.02% | 410 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,672 | 115 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,639 | 114 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 4,382 | 108 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Networth Advisors, LLC | History | No change | 4,400 | 108 | 0.06% | 0.06% | 414 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 4,258 | 105 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 3,940 | 97 | 0.04% | 0.04% | 416 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPL Wealth Management, LLC | History | No change | 3,753 | 92 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,709 | 91 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bullock Wealth Management Group | History | Added to | 3,551 | 84 | 0.03% | 0.04% | 419 | +26 | 0.74% | Q3 2026 | Oct 09, 2026 |
| Breakwater Investment Management | History | No change | 3,032 | 74 | 0.03% | 0.03% | 420 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFS Partners, LLC | History | No change | 2,953 | 72 | 0.03% | 0.03% | 421 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Crews Bank & Trust | History | No change | 2,927 | 72 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Robinswood Financial LLC | History | No change | 2,914 | 71 | 0.02% | 0.02% | 423 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 2,513 | 62 | 0.04% | 0.04% | 424 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,472 | 60 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 2,274 | 56 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,273 | 56 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,005 | 49 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 2,041 | 48 | 0.01% | 0.01% | 430 | +471 | 30.0% | Q3 2026 | Oct 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,965 | 48 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 1,920 | 47 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOWE & RUSLING INC | History | No change | 1,787 | 44 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,690 | 41 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 1,645 | 40 | 0.04% | 0.04% | 434 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Roble, Belko & Company, Inc | History | No change | 1,444 | 36 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | No change | 1,496 | 36 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1,463 | 36 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key Capital Management, INC | History | No change | 1,481 | 36 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HM PAYSON & CO | History | No change | 1,454 | 35 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,419 | 34 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Burk Holdings LLC | History | No change | 1,143 | 28 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,098 | 27 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,118 | 27 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 998 | 24 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Asset Dedication, LLC | History | No change | 964 | 23 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 884 | 21 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| MCF Advisors LLC | History | No change | 875 | 21 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NBT BANK, N.A. | History | No change | 732 | 18 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MATHER GROUP, LLC. | History | No change | 709 | 17 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 700 | 17 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CDKV HOLDINGS LLC | History | No change | 629 | 15 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LifeSteps Financial, Inc. | History | No change | 562 | 13 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 490 | 12 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAYBAN | History | No change | 502 | 12 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Planning Group LLC | History | No change | 480 | 11 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Signature Equity Partners, LLC | History | No change | 469 | 11 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atomic Invest LLC | History | No change | 481 | 11 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| BALLAST ADVISORS LLC | History | No change | 444 | 10 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 405 | 9 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CrossGen Wealth, LLC | History | No change | 374 | 9 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Anchor Investment Management, LLC | History | No change | 349 | 8 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Front Row Advisors LLC | History | No change | 300 | 7 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mosley Wealth Management | History | No change | 272 | 6 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Community Financial Services Group, LLC | History | No change | 232 | 5 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 185 | 4 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | No change | 175 | 4 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 164 | 4 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 184 | 4 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 166 | 4 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 167 | 4 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 158 | 3 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 157 | 3 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bogart Wealth, LLC | History | No change | 143 | 3 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Main Street Group, LTD | History | No change | 145 | 3 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 136 | 3 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 136 | 3 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 122 | 3 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harborfront Financial Group LLC | History | No change | 124 | 3 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 116 | 2 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 98 | 2 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 110 | 2 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AlphaCore Capital LLC | History | No change | 94 | 2 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 86 | 2 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 120 | 2 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Wiser Advisor Group LLC | History | No change | 87 | 2 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 121 | 2 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 71 | 1 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 58 | 1 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Salomon & Ludwin, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lodestone Wealth Management LLC | History | No change | 56 | 1 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Intelligence Driven Advisers, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -28,973 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Acropolis Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,344 | -100.0% | Q3 2026 | Oct 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -3,137 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2026 | Oct 08, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Glassman Wealth Services | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wagner Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Solstein Capital, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Activest Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Basepoint Wealth LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meramec Financial Planners, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |