SCHWAB STRATEGIC TRUST - SCHV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Reduced | 48,427,803 | 1,477,048 | 3.0% | 2.85% | 1 | -2,336,304 | -4.6% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 44,768,506 | 1,365,447 | 1.26% | 1.34% | 2 | -1,014,616 | -2.22% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 35,341,359 | 1,077,911 | 10.75% | 10.71% | 3 | +212,582 | 0.61% | Q1 2026 | Apr 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 18,286,178 | 557,728 | 0.15% | 0.15% | 4 | +1,674,055 | 10.08% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,280,212 | 343,030 | 0.5% | 0.5% | 5 | -322,570 | -2.78% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 10,217,486 | 311,633 | 8.56% | 8.44% | 6 | +29,579 | 0.29% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 9,175,772 | 279,825 | 0.33% | 0.32% | 7 | +72,744 | 0.8% | Q1 2026 | May 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 8,055,052 | 245,679 | 2.08% | 2.03% | 8 | -461,751 | -5.42% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,065,538 | 154,498 | 1.16% | 1.06% | 9 | +344,153 | 7.29% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 4,000,948 | 122,029 | 0.23% | 0.23% | 10 | -116,717 | -2.83% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,873,113 | 118,129 | 0.62% | 0.24% | 11 | +2,714,584 | 234.31% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,812,136 | 116,956 | 0.24% | 0.26% | 12 | -2,560,274 | -40.18% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,544,184 | 108,097 | 0.11% | 0.12% | 13 | -70,132 | -1.94% | Q1 2026 | May 13, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 3,432,547 | 104,692 | 8.27% | 8.4% | 14 | -250,571 | -6.8% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Added to | 3,312,316 | 101,025 | 0.03% | 0.03% | 15 | +60,777 | 1.87% | Q1 2026 | May 06, 2026 |
| Savant Capital, LLC | History | Reduced | 3,109,373 | 94,835 | 0.46% | 0.54% | 16 | -80,869 | -2.53% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 3,035,400 | 92,579 | 0.01% | 0.0% | 17 | +268,850 | 9.72% | Q1 2026 | May 15, 2026 |
| Mokosak Advisory Group, LLC | History | Reduced | 3,008,501 | 91,761 | 22.97% | 22.65% | 18 | -39,960 | -1.31% | Q1 2026 | Apr 28, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 2,996,245 | 91,385 | 14.84% | 14.39% | 19 | +18,373 | 0.62% | Q1 2026 | Apr 22, 2026 |
| Krilogy Financial LLC | History | Added to | 2,872,287 | 91,338 | 2.94% | 3.0% | 20 | +14,078 | 0.49% | Q1 2026 | Apr 17, 2026 |
| UBS Group AG | History | Added to | 2,724,680 | 83,102 | 0.01% | 0.01% | 21 | +247,880 | 10.01% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,657,597 | 81,056 | 0.09% | 0.09% | 22 | +561 | 0.02% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,611,756 | 79,654 | 0.02% | 0.02% | 23 | -179,144 | -6.42% | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Added to | 2,135,974 | 65,147 | 6.58% | 6.49% | 24 | +74,453 | 3.61% | Q1 2026 | Apr 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,098,265 | 63,997 | 0.45% | 0.46% | 25 | +62,979 | 3.09% | Q1 2026 | Apr 14, 2026 |
| World Investment Advisors | History | Added to | 1,977,398 | 60,310 | 0.97% | 0.47% | 26 | +996,424 | 101.57% | Q1 2026 | Apr 27, 2026 |
| Compound Planning, Inc. | History | Reduced | 1,974,442 | 60,220 | 1.85% | 1.82% | 27 | -118,801 | -5.68% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 1,918,994 | 58,529 | 0.04% | 0.06% | 28 | -1,110,370 | -36.65% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,891,652 | 57,695 | 0.0% | 0.0% | 29 | -5,184 | -0.27% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | New | 1,726,176 | 52,648 | 5.91% | — | 30 | +1,726,176 | New | Q1 2026 | Apr 15, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 1,724,184 | 52,587 | 12.55% | 11.9% | 31 | +16,817 | 0.98% | Q1 2026 | May 08, 2026 |
| GenWealth Group, Inc. | History | Added to | 1,703,484 | 51,956 | 8.89% | 8.56% | 32 | +55,584 | 3.37% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,625,488 | 49,577 | 0.3% | 0.3% | 33 | -37,795 | -2.27% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,563,981 | 47,691 | 0.48% | 0.6% | 34 | -82,512 | -5.01% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,553,428 | 46,447 | 0.0% | 0.0% | 35 | +368,181 | 31.06% | Q1 2026 | May 13, 2026 |
| Black Diamond Financial, LLC | History | Added to | 1,411,012 | 43,035 | 4.7% | 4.26% | 36 | +44,880 | 3.29% | Q1 2026 | May 05, 2026 |
| Northern Capital Management, Inc. | History | Added to | 1,367,247 | 41,701 | 20.91% | 17.38% | 37 | +256,456 | 23.09% | Q1 2026 | May 13, 2026 |
| DRAVO BAY LLC | History | Added to | 1,329,056 | 40,536 | 16.47% | 15.81% | 38 | +44,235 | 3.44% | Q1 2026 | May 07, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 1,308,559 | 39,911 | 18.86% | 18.25% | 39 | +21,413 | 1.66% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,268,173 | 38,680 | 0.07% | 0.07% | 40 | -111,735 | -8.1% | Q1 2026 | May 01, 2026 |
| XML Financial, LLC | History | Added to | 1,244,250 | 37,949 | 3.06% | 2.8% | 41 | +83,288 | 7.17% | Q1 2026 | Apr 16, 2026 |
| Summit Asset Management, LLC | History | Added to | 1,232,457 | 37,589 | 5.23% | 4.92% | 42 | +56,984 | 4.85% | Q1 2026 | May 08, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 1,194,193 | 36,423 | 10.6% | 9.27% | 43 | +58,687 | 5.17% | Q1 2026 | May 12, 2026 |
| NICOLET BANKSHARES INC | History | New | 1,193,258 | 36,394 | 1.34% | — | 44 | +1,193,258 | New | Q1 2026 | May 14, 2026 |
| Veery Capital, LLC | History | Added to | 1,168,407 | 35,636 | 10.93% | 10.32% | 45 | +33,134 | 2.92% | Q1 2026 | Apr 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,165,603 | 35,550 | 0.2% | 0.12% | 46 | -20,821 | -1.75% | Q1 2026 | Apr 29, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 1,189,268 | 35,214 | 3.91% | 3.91% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Midwest Trust Co | History | Added to | 1,138,230 | 34,716 | 0.43% | 0.41% | 48 | +41,436 | 3.78% | Q1 2026 | May 01, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 1,135,107 | 34,620 | 5.9% | 6.41% | 49 | -93,630 | -7.62% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Added to | 1,103,286 | 33,853 | 0.05% | 0.04% | 50 | +159,141 | 16.86% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,100,624 | 33,568 | 0.06% | 0.04% | 51 | +450,474 | 69.29% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,100,145 | 32,575 | 2.1% | 2.1% | 52 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 1,059,847 | 32,325 | 4.46% | 4.22% | 53 | +20,855 | 2.01% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 1,055,086 | 32,180 | 0.98% | 1.63% | 54 | -793,286 | -42.92% | Q1 2026 | Apr 06, 2026 |
| Dodds Wealth, LLC | History | Reduced | 1,041,126 | 31,754 | 7.79% | 7.72% | 55 | -22,144 | -2.08% | Q1 2026 | May 08, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,024,923 | 31,260 | 1.29% | 1.23% | 56 | +18,615 | 1.85% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 1,015,979 | 30,987 | 0.17% | 0.17% | 57 | +9,904 | 0.98% | Q1 2026 | May 15, 2026 |
| TSG Advice Partners, LLC | History | New | 1,012,162 | 30,870 | 4.63% | — | 58 | +1,012,162 | New | Q1 2026 | Apr 24, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 1,001,625 | 30,549 | 11.72% | — | 59 | +1,001,625 | New | Q1 2026 | Apr 28, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 964,431 | 29,415 | 1.98% | 1.95% | 60 | +12,056 | 1.27% | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 944,929 | 28,820 | 2.05% | 1.99% | 61 | +10,455 | 1.12% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 920,773 | 28,083 | 0.08% | 0.08% | 62 | -144,934 | -13.6% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 851,664 | 25,975 | 0.01% | 0.01% | 63 | +9,476 | 1.13% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 875,261 | 25,916 | 0.46% | 0.46% | 64 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 831,467 | 25,359 | 13.21% | 13.04% | 65 | +28,130 | 3.5% | Q1 2026 | Apr 22, 2026 |
| Persium Advisors, LLC | History | Reduced | 828,626 | 25,273 | 19.9% | 18.06% | 66 | -16,558 | -1.96% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 819,710 | 25,001 | 0.0% | 0.0% | 67 | -59,149 | -6.73% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 811,887 | 24,762 | 0.09% | 0.07% | 68 | +203,910 | 33.54% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 804,791 | 24,546 | 0.18% | 0.19% | 69 | +2,120 | 0.26% | Q1 2026 | Apr 15, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 772,170 | 23,551 | 1.53% | 1.53% | 70 | -9,467 | -1.21% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 753,271 | 22,975 | 0.0% | 0.0% | 71 | +50,817 | 7.23% | Q1 2026 | May 15, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 724,813 | 22,106 | 4.56% | 4.55% | 72 | -4,677 | -0.64% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 718,686 | 21,919 | 0.16% | 0.14% | 73 | +133,303 | 22.77% | Q1 2026 | May 15, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 730,681 | 21,847 | 7.26% | 6.83% | 74 | +30,565 | 4.37% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 695,917 | 21,225 | 0.21% | 0.3% | 75 | -345,686 | -33.19% | Q1 2026 | May 08, 2026 |
| Ethos Financial Group, LLC | History | Added to | 693,268 | 21,144 | 1.54% | 1.49% | 76 | +11,061 | 1.62% | Q1 2026 | May 05, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 687,339 | 20,963 | 7.11% | 6.98% | 77 | +7,014 | 1.03% | Q1 2026 | May 04, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 681,403 | 20,782 | 0.3% | 0.31% | 78 | -16,250 | -2.33% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Wealth | History | Added to | 666,146 | 20,340 | 0.02% | 0.02% | 79 | +14,858 | 2.28% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 659,706 | 20,121 | 0.23% | 0.26% | 80 | -48,996 | -6.91% | Q1 2026 | May 08, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 656,026 | 20,008 | 10.96% | 12.75% | 81 | -107,742 | -14.11% | Q1 2026 | Apr 09, 2026 |
| CHOREO, LLC | History | Added to | 653,802 | 19,940 | 0.24% | 0.04% | 82 | +550,345 | 531.96% | Q1 2026 | May 12, 2026 |
| LCNB CORP | History | Added to | 653,158 | 19,921 | 6.7% | 6.48% | 83 | +328 | 0.05% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 647,244 | 19,740 | 0.01% | 0.01% | 84 | -25,611 | -3.81% | Q1 2026 | May 07, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 643,115 | 19,615 | 4.52% | 4.33% | 85 | +14,231 | 2.26% | Q1 2026 | Apr 09, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 638,696 | 19,480 | 5.71% | 5.88% | 86 | -14,248 | -2.18% | Q1 2026 | Apr 22, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 636,842 | 19,423 | 0.7% | 0.74% | 87 | -77,839 | -10.89% | Q1 2026 | Apr 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 628,987 | 19,184 | 0.35% | 0.33% | 88 | +15,330 | 2.5% | Q1 2026 | Apr 10, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 601,671 | 18,350 | 6.1% | 5.44% | 89 | +3,839 | 0.64% | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | Reduced | 590,652 | 18,014 | 1.08% | 1.06% | 90 | -12,422 | -2.06% | Q1 2026 | Apr 28, 2026 |
| Seek First Inc. | History | Added to | 580,171 | 17,695 | 12.47% | 11.04% | 91 | +39,297 | 7.27% | Q1 2026 | Apr 23, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 577,350 | 17,609 | 3.51% | 3.42% | 92 | +24,020 | 4.34% | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 568,613 | 17,410 | 0.16% | 0.16% | 93 | +60,733 | 11.96% | Q1 2026 | Apr 07, 2026 |
| JBGlobal.com LLC | History | New | 563,413 | 17,184 | 16.92% | — | 94 | +563,413 | New | Q1 2026 | Apr 07, 2026 |
| Denver PWM, LLC | History | Reduced | 521,831 | 17,048 | 5.86% | 6.12% | 95 | -139,991 | -21.15% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 556,876 | 16,984 | 0.36% | 0.38% | 96 | -42,447 | -7.08% | Q1 2026 | May 01, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 549,657 | 16,769 | 4.15% | 4.06% | 97 | -56,763 | -9.36% | Q1 2026 | May 15, 2026 |
| Payne Capital Management, LLC | History | Added to | 543,690 | 16,582 | 5.02% | 4.95% | 98 | +14,029 | 2.65% | Q1 2026 | May 08, 2026 |
| YANKCOM Partnership | History | Added to | 536,086 | 16,350 | 6.72% | 5.92% | 99 | +65,718 | 13.97% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 511,304 | 15,595 | 0.04% | 0.06% | 100 | -260,735 | -33.77% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 510,572 | 15,572 | 0.98% | 0.81% | 101 | +102,225 | 25.03% | Q1 2026 | May 15, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 482,439 | 14,714 | 2.5% | 2.52% | 102 | -15,972 | -3.2% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 478,886 | 14,606 | 0.02% | 0.02% | 103 | -6,437 | -1.33% | Q1 2026 | Apr 27, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 475,103 | 14,490 | 4.6% | 4.04% | 104 | +66,195 | 16.19% | Q1 2026 | Apr 21, 2026 |
| rebel Financial LLC | History | Reduced | 447,195 | 13,639 | 5.91% | 5.93% | 105 | -21,449 | -4.58% | Q1 2026 | Apr 24, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 421,949 | 12,869 | 4.3% | 4.11% | 106 | -3,660 | -0.86% | Q1 2026 | May 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 420,781 | 12,833 | 1.25% | 1.53% | 107 | -107,214 | -20.31% | Q1 2026 | Apr 29, 2026 |
| Bogart Wealth, LLC | History | Reduced | 408,780 | 12,467 | 0.48% | 0.51% | 108 | -17,932 | -4.2% | Q1 2026 | Apr 28, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 404,692 | 12,343 | 5.87% | — | 109 | +404,692 | New | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 395,231 | 12,054 | 0.05% | 0.05% | 110 | -12,130 | -2.98% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 395,049 | 12,048 | 0.13% | 0.13% | 111 | +5,514 | 1.42% | Q1 2026 | May 13, 2026 |
| Peak Wealth Management LLC | History | Reduced | 390,665 | 11,915 | 9.78% | 10.58% | 112 | -36,991 | -8.65% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Added to | 390,639 | 11,914 | 0.03% | 0.03% | 113 | +3,267 | 0.84% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 386,852 | 11,798 | 0.33% | 0.01% | 114 | +372,356 | 2568.68% | Q1 2026 | Apr 09, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 386,127 | 11,776 | 0.97% | 0.88% | 115 | +30,337 | 8.53% | Q1 2026 | May 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 385,446 | 11,756 | 3.38% | 3.46% | 116 | -154 | -0.04% | Q1 2026 | Apr 13, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 375,735 | 11,459 | 1.55% | 1.58% | 117 | -10,858 | -2.81% | Q1 2026 | Apr 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 373,616 | 11,395 | 0.2% | 0.2% | 118 | -10,131 | -2.64% | Q1 2026 | May 04, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 336,596 | 10,996 | 0.22% | 0.21% | 119 | +48,261 | 16.74% | Q1 2026 | May 11, 2026 |
| Opes Wealth Management LLC | History | Reduced | 345,416 | 10,535 | 1.73% | 1.68% | 120 | -1,867 | -0.54% | Q1 2026 | Apr 28, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 329,048 | 10,424 | 0.63% | 0.65% | 121 | -5,865 | -1.75% | Q1 2026 | Apr 20, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 334,842 | 10,212 | 8.96% | 8.02% | 122 | +10,911 | 3.37% | Q1 2026 | May 01, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 327,265 | 9,981 | 4.63% | — | 123 | +327,265 | New | Q1 2026 | Apr 15, 2026 |
| Harbor Group, Inc. | History | Reduced | 326,994 | 9,973 | 1.44% | 1.47% | 124 | -5,201 | -1.57% | Q1 2026 | Apr 10, 2026 |
| White Pine Investment CO | History | Reduced | 325,967 | 9,942 | 2.31% | 2.29% | 125 | -2,561 | -0.78% | Q1 2026 | Apr 20, 2026 |
| Capital Squared Financial LLC | History | Added to | 322,600 | 9,839 | 7.51% | 7.06% | 126 | +16,716 | 5.46% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 321,188 | 9,796 | 0.01% | 0.02% | 127 | -114,174 | -26.23% | Q1 2026 | May 15, 2026 |
| Friday Financial | History | Added to | 314,360 | 9,587 | 3.3% | 3.24% | 128 | +4,094 | 1.32% | Q1 2026 | Apr 16, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 312,957 | 9,544 | 6.41% | 5.05% | 129 | +67,177 | 27.33% | Q1 2026 | Apr 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 310,926 | 9,483 | 0.11% | 0.08% | 130 | +107,788 | 53.06% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 307,225 | 9,370 | 0.02% | — | 131 | +307,225 | New | Q1 2026 | May 15, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 304,695 | 9,293 | 1.37% | 1.7% | 132 | -8,401 | -2.68% | Q1 2026 | Apr 27, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 295,797 | 9,021 | 3.82% | 1.78% | 133 | +154,333 | 109.1% | Q1 2026 | Apr 15, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 290,865 | 8,871 | 0.98% | 0.98% | 134 | -1,454 | -0.5% | Q1 2026 | May 14, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 288,507 | 8,799 | 1.31% | 1.27% | 135 | -3,066 | -1.05% | Q1 2026 | Apr 09, 2026 |
| WealthShield Partners, LLC | History | Reduced | 287,278 | 8,761 | 0.98% | 1.11% | 136 | -54,147 | -15.86% | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 284,473 | 8,676 | 0.16% | 0.07% | 137 | +160,897 | 130.2% | Q1 2026 | May 07, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 282,816 | 8,625 | 3.7% | 3.57% | 138 | +12 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 279,444 | 8,523 | 2.92% | 3.37% | 139 | -63,829 | -18.59% | Q1 2026 | Apr 24, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 278,431 | 8,492 | 0.36% | 0.33% | 140 | +21,755 | 8.48% | Q1 2026 | May 11, 2026 |
| Visionary Wealth Advisors | History | Reduced | 277,290 | 8,457 | 0.37% | 0.37% | 141 | -2,421 | -0.87% | Q1 2026 | May 13, 2026 |
| May Barnhard Investments LLC | History | Reduced | 274,605 | 8,375 | 4.07% | 3.97% | 142 | -8,844 | -3.12% | Q1 2026 | May 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 272,081 | 8,298 | 0.44% | 0.48% | 143 | -90,884 | -25.04% | Q1 2026 | Apr 28, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 271,819 | 8,290 | 2.16% | 1.65% | 144 | +72,237 | 36.19% | Q1 2026 | May 11, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 271,349 | 8,276 | 2.34% | 2.43% | 145 | -646 | -0.24% | Q1 2026 | Apr 24, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 268,412 | 8,186 | 0.9% | 0.87% | 146 | +6,318 | 2.41% | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 267,752 | 8,166 | 0.25% | 0.26% | 147 | -9,468 | -3.42% | Q1 2026 | Apr 27, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 266,519 | 8,128 | 1.66% | 1.57% | 148 | +2,791 | 1.06% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 263,670 | 8,041 | 0.0% | 0.0% | 149 | +37,466 | 16.56% | Q1 2026 | May 15, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 261,732 | 7,982 | 8.78% | 8.38% | 150 | +6,487 | 2.54% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 256,953 | 7,837 | 0.06% | 0.07% | 151 | +60,620 | 30.88% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 256,598 | 7,826 | 0.29% | 0.28% | 152 | +2,878 | 1.13% | Q1 2026 | May 14, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 250,274 | 7,633 | 2.86% | 2.95% | 153 | -25,845 | -9.36% | Q1 2026 | May 08, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 250,135 | 7,629 | 5.18% | 4.05% | 154 | +49,982 | 24.97% | Q1 2026 | Apr 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 249,745 | 7,617 | 0.03% | 0.03% | 155 | +27,795 | 12.52% | Q1 2026 | May 15, 2026 |
| Sun Financial Inc | History | Added to | 227,998 | 7,517 | 3.77% | 3.63% | 156 | +8,006 | 3.64% | Q1 2026 | May 15, 2026 |
| Arnold Financial Planning LLC | History | Added to | 239,403 | 7,301 | 6.82% | 6.34% | 157 | +31,794 | 15.31% | Q1 2026 | Apr 14, 2026 |
| Baring Financial LLC | History | Added to | 235,416 | 7,180 | 4.39% | 4.18% | 158 | +3,466 | 1.49% | Q1 2026 | Apr 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 234,448 | 7,150 | 0.03% | 0.03% | 159 | +8,616 | 3.82% | Q1 2026 | May 11, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 228,772 | 6,977 | 3.99% | 3.71% | 160 | +6,883 | 3.1% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 228,056 | 6,955 | 0.19% | 0.23% | 161 | -16,585 | -6.78% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 226,519 | 6,908 | 0.01% | 0.01% | 162 | -3,426 | -1.49% | Q1 2026 | May 14, 2026 |
| Cadence Wealth Management LLC | History | Added to | 225,363 | 6,873 | 2.87% | 3.16% | 163 | +4,304 | 1.95% | Q1 2026 | May 12, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 224,419 | 6,844 | 3.7% | 3.54% | 164 | +4,358 | 1.98% | Q1 2026 | May 12, 2026 |
| CERTUITY, LLC | History | Added to | 221,640 | 6,760 | 0.44% | 0.22% | 165 | +101,536 | 84.54% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 220,626 | 6,729 | 0.08% | 0.09% | 166 | -30,369 | -12.1% | Q1 2026 | Apr 16, 2026 |
| ProVise Management Group, LLC | History | Reduced | 218,961 | 6,678 | 0.48% | 0.47% | 167 | -2,109 | -0.95% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 216,463 | 6,602 | 0.01% | 0.01% | 168 | +88,006 | 68.51% | Q1 2026 | May 15, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 215,099 | 6,560 | 1.41% | 1.35% | 169 | -2,221 | -1.02% | Q1 2026 | May 08, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 214,415 | 6,539 | 1.73% | 1.65% | 170 | -2,128 | -0.98% | Q1 2026 | Apr 22, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 210,776 | 6,428 | 2.67% | 2.57% | 171 | -3,005 | -1.41% | Q1 2026 | May 06, 2026 |
| Glassman Wealth Services | History | Added to | 207,829 | 6,338 | 0.86% | 0.82% | 172 | +2,496 | 1.22% | Q1 2026 | May 04, 2026 |
| Avant Capital LLC | History | Reduced | 206,905 | 6,310 | 4.44% | 4.23% | 173 | -1,404 | -0.67% | Q1 2026 | May 12, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 206,324 | 6,292 | 0.81% | — | 174 | +206,324 | New | Q1 2026 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 204,566 | 6,239 | 0.03% | 0.03% | 175 | +18,347 | 9.85% | Q1 2026 | May 14, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 202,804 | 6,185 | 4.02% | 3.99% | 176 | -8,316 | -3.94% | Q1 2026 | May 11, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 200,471 | 6,114 | 2.75% | 3.35% | 177 | -55,151 | -21.58% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Reduced | 199,332 | 6,079 | 0.08% | 0.09% | 178 | -2,019 | -1.0% | Q1 2026 | May 15, 2026 |
| New Hampshire Trust | History | Added to | 197,233 | 6,015 | 1.21% | 0.94% | 179 | +33,460 | 20.43% | Q1 2026 | Apr 20, 2026 |
| Columbus Macro, LLC | History | Reduced | 196,858 | 6,004 | 0.64% | 0.65% | 180 | -5,014 | -2.48% | Q1 2026 | Apr 21, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 195,790 | 5,971 | 0.83% | 1.52% | 181 | +6,075 | 3.2% | Q1 2026 | May 12, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 198,395 | 5,874 | 1.77% | 1.77% | 182 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 192,535 | 5,872 | 3.63% | 3.48% | 183 | -8,011 | -3.99% | Q1 2026 | May 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 191,893 | 5,852 | 0.79% | 0.74% | 184 | +9,144 | 5.0% | Q1 2026 | Apr 08, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 191,402 | 5,837 | 3.99% | 3.95% | 185 | -282 | -0.15% | Q1 2026 | Apr 21, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 189,297 | 5,773 | 1.68% | 1.49% | 186 | +6,682 | 3.66% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 188,619 | 5,752 | 0.0% | 0.0% | 187 | +147,071 | 353.98% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 185,789 | 5,666 | 0.0% | — | 188 | +185,789 | New | Q1 2026 | May 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 183,236 | 5,588 | 0.6% | 0.61% | 189 | -5,810 | -3.07% | Q1 2026 | May 12, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 177,645 | 5,418 | 1.61% | 1.48% | 190 | -11 | -0.01% | Q1 2026 | Apr 20, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 182,431 | 5,401 | 0.4% | 0.4% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rinkey Investments | History | No change | 175,707 | 5,359 | 1.37% | 1.32% | 192 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 174,554 | 5,323 | 1.27% | 1.53% | 193 | -16,005 | -8.4% | Q1 2026 | May 07, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 173,244 | 5,283 | 0.19% | 0.18% | 194 | +1,505 | 0.88% | Q1 2026 | May 06, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 172,099 | 5,249 | 1.01% | 1.05% | 195 | -332 | -0.19% | Q1 2026 | Apr 21, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 169,830 | 5,179 | 4.35% | 4.25% | 196 | -4,087 | -2.35% | Q1 2026 | May 15, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 163,896 | 4,998 | 3.43% | 5.25% | 197 | -3,002 | -1.8% | Q1 2026 | Apr 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 163,711 | 4,993 | 0.27% | 0.39% | 198 | +19,531 | 13.55% | Q1 2026 | Apr 21, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 162,248 | 4,948 | 1.27% | 1.26% | 199 | +738 | 0.46% | Q1 2026 | Apr 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 161,617 | 4,929 | 0.0% | 0.0% | 200 | +32,301 | 24.98% | Q1 2026 | May 12, 2026 |
| Dakota Wealth Management | History | Added to | 161,128 | 4,914 | 0.11% | 0.08% | 201 | +763 | 0.48% | Q1 2026 | May 07, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 160,573 | 4,897 | 2.72% | 2.34% | 202 | +2,557 | 1.62% | Q1 2026 | May 07, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 158,880 | 4,846 | 1.66% | 1.54% | 203 | +8,981 | 5.99% | Q1 2026 | Apr 08, 2026 |
| L2 Asset Management, LLC | History | Added to | 155,878 | 4,754 | 0.45% | 0.17% | 204 | +113,147 | 264.79% | Q1 2026 | May 14, 2026 |
| Embree Financial Group | History | Reduced | 155,346 | 4,738 | 0.56% | 0.58% | 205 | -5,168 | -3.22% | Q1 2026 | Apr 23, 2026 |
| One Capital Management, LLC | History | Reduced | 154,711 | 4,718 | 0.13% | 0.14% | 206 | -2,120 | -1.35% | Q1 2026 | May 12, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 153,518 | 4,682 | 2.2% | 1.04% | 207 | +73,516 | 91.89% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 153,232 | 4,673 | 0.03% | 0.03% | 208 | -4,300 | -2.73% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 152,077 | 4,638 | 0.0% | 0.0% | 209 | +49,271 | 47.93% | Q1 2026 | May 15, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 155,871 | 4,615 | 0.37% | 0.37% | 210 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 149,270 | 4,552 | 3.63% | 3.76% | 211 | -3,299 | -2.16% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 148,524 | 4,529 | 0.01% | 0.01% | 212 | -15,968 | -9.71% | Q1 2026 | May 14, 2026 |
| KPP Advisory Services LLC | History | Added to | 147,374 | 4,494 | 0.65% | 0.63% | 213 | +1,475 | 1.01% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 146,198 | 4,459 | 0.05% | 0.06% | 214 | -22,284 | -13.23% | Q1 2026 | Apr 28, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 146,002 | 4,453 | 0.94% | 0.97% | 215 | -10,881 | -6.94% | Q1 2026 | Apr 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 144,246 | 4,399 | 0.47% | 0.49% | 216 | -16,567 | -10.3% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | Added to | 144,057 | 4,393 | 0.05% | 0.01% | 217 | +133,959 | 1326.59% | Q1 2026 | May 12, 2026 |
| CFG Wealth Management Services, Inc. | History | Reduced | 143,142 | 4,365 | 3.96% | 3.88% | 218 | -573 | -0.4% | Q1 2026 | May 07, 2026 |
| DDD Partners, LLC | History | Added to | 143,095 | 4,364 | 0.3% | 0.27% | 219 | +1,244 | 0.88% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 141,294 | 4,309 | 0.0% | 0.0% | 220 | +127,688 | 938.47% | Q1 2026 | May 15, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 140,050 | 4,271 | 0.6% | 0.59% | 221 | -2,964 | -2.07% | Q1 2026 | Apr 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 139,790 | 4,263 | 0.61% | 0.63% | 222 | -5,438 | -3.74% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 136,341 | 4,158 | 0.2% | 0.19% | 223 | +3,095 | 2.32% | Q1 2026 | Apr 28, 2026 |
| Joseph Group Capital Management | History | Added to | 131,540 | 4,011 | 1.0% | 0.91% | 224 | +14,716 | 12.6% | Q1 2026 | May 08, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 130,164 | 3,969 | 1.56% | 1.63% | 225 | -4,589 | -3.41% | Q1 2026 | May 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 127,735 | 3,895 | 0.33% | 0.32% | 226 | +524 | 0.41% | Q1 2026 | Apr 20, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 127,583 | 3,891 | 0.17% | 0.15% | 227 | +2,447 | 1.96% | Q1 2026 | May 06, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 127,518 | 3,889 | 0.33% | 0.35% | 228 | -1,707 | -1.32% | Q1 2026 | Apr 09, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 127,459 | 3,887 | 1.4% | — | 229 | +127,459 | New | Q1 2026 | Apr 14, 2026 |
| Foster Victor Wealth Advisors, LLC | History | New | 121,572 | 3,867 | 0.22% | — | 230 | +121,572 | New | Q1 2026 | Apr 20, 2026 |
| Barden Capital Management, Inc. | History | Added to | 126,613 | 3,861 | 3.3% | 3.0% | 231 | +3,178 | 2.57% | Q1 2026 | Apr 07, 2026 |
| RKL Wealth Management LLC | History | Reduced | 125,798 | 3,836 | 0.35% | 0.32% | 232 | -7,549 | -5.66% | Q1 2026 | Apr 24, 2026 |
| Vise Technologies, Inc. | History | No change | 128,792 | 3,813 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Q3 Asset Management | History | New | 124,398 | 3,794 | 0.92% | — | 234 | +124,398 | New | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 124,988 | 3,753 | 0.0% | 0.0% | 235 | +28,020 | 28.9% | Q1 2026 | May 15, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 120,739 | 3,682 | 0.51% | 0.4% | 236 | +24,156 | 25.01% | Q1 2026 | Apr 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 119,878 | 3,656 | 0.0% | 0.0% | 237 | +85,992 | 253.77% | Q1 2026 | May 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 110,000 | 3,571 | 1.85% | 2.39% | 238 | -14,023 | -11.31% | Q1 2026 | May 18, 2026 |
| Apriem Advisors | History | Reduced | 116,855 | 3,564 | 0.34% | 0.32% | 239 | -1,970 | -1.66% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 114,674 | 3,497 | 0.05% | 0.04% | 240 | +9,055 | 8.57% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 114,452 | 3,490 | 0.19% | 0.09% | 241 | +61,258 | 115.16% | Q1 2026 | Apr 30, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 114,045 | 3,478 | 0.19% | 0.21% | 242 | -6,677 | -5.53% | Q1 2026 | May 14, 2026 |
| Allen Capital Group, LLC | History | No change | 113,821 | 3,370 | 0.31% | 0.31% | 243 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 109,752 | 3,347 | 1.63% | 1.68% | 244 | -4,048 | -3.56% | Q1 2026 | May 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 108,891 | 3,321 | 0.14% | 0.14% | 245 | -4,506 | -3.97% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 106,004 | 3,233 | 0.0% | 0.0% | 246 | -10,603 | -9.09% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 105,805 | 3,227 | 0.01% | 0.01% | 247 | -7,515 | -6.63% | Q1 2026 | May 13, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 105,235 | 3,209 | 1.39% | 1.42% | 248 | -4,817 | -4.38% | Q1 2026 | Apr 16, 2026 |
| Altus Wealth Group LLC | History | Reduced | 104,296 | 3,181 | 1.3% | 1.31% | 249 | -6,503 | -5.87% | Q1 2026 | Apr 27, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 104,054 | 3,173 | 0.07% | 0.06% | 250 | -231 | -0.22% | Q1 2026 | May 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 103,965 | 3,170 | 0.2% | 0.19% | 251 | -312 | -0.3% | Q1 2026 | May 05, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 103,910 | 3,169 | 0.87% | 0.9% | 252 | -5,981 | -5.44% | Q1 2026 | Apr 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 102,375 | 3,122 | 2.31% | 2.05% | 253 | +6,250 | 6.5% | Q1 2026 | Apr 17, 2026 |
| RFG Advisory, LLC | History | Added to | 100,373 | 3,061 | 0.06% | 0.03% | 254 | +46,864 | 87.58% | Q1 2026 | Apr 17, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 99,608 | 3,038 | 1.33% | 1.36% | 255 | -5,311 | -5.06% | Q1 2026 | Apr 29, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 98,664 | 3,009 | 1.82% | 1.85% | 256 | -3,142 | -3.09% | Q1 2026 | Apr 17, 2026 |
| Compass Advisory Group LLC | History | Reduced | 97,617 | 2,977 | 0.8% | 0.84% | 257 | -7,617 | -7.24% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 96,878 | 2,954 | 0.11% | 0.11% | 258 | -3,113 | -3.11% | Q1 2026 | May 12, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 96,660 | 2,948 | 0.28% | 0.39% | 259 | -45,059 | -31.79% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 95,903 | 2,919 | 0.0% | 0.0% | 260 | +5,554 | 6.15% | Q1 2026 | May 15, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 95,505 | 2,912 | 0.12% | 0.13% | 261 | -4,471 | -4.47% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Reduced | 94,673 | 2,887 | 0.02% | 0.02% | 262 | -7,811 | -7.62% | Q1 2026 | Apr 27, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 94,496 | 2,882 | 0.03% | 0.04% | 263 | -25,970 | -21.56% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 93,687 | 2,857 | 0.04% | 0.04% | 264 | +24,363 | 35.14% | Q1 2026 | May 04, 2026 |
| M3 Advisory Group, LLC | History | No change | 93,527 | 2,852 | 1.76% | 1.69% | 265 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Secure Asset Management, LLC | History | Added to | 91,401 | 2,787 | 0.44% | 0.37% | 266 | +12,555 | 15.92% | Q1 2026 | Apr 09, 2026 |
| Johnson Financial Group, LLC | History | New | 90,220 | 2,751 | 0.18% | — | 267 | +90,220 | New | Q1 2026 | May 14, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 92,196 | 2,729 | 3.46% | — | 269 | +92,196 | New | Q1 2026 | May 07, 2026 |
| Apella Capital, LLC | History | Added to | 85,056 | 2,729 | 0.04% | 0.05% | 268 | +554 | 0.66% | Q1 2026 | Apr 20, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 88,327 | 2,693 | 1.84% | 1.8% | 270 | -2,377 | -2.62% | Q1 2026 | May 04, 2026 |
| EVOKE WEALTH, LLC | History | No change | 88,290 | 2,692 | 0.05% | 0.05% | 271 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 86,890 | 2,660 | 0.54% | 0.0% | 272 | +86,530 | 24036.11% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 86,666 | 2,643 | 0.03% | 0.04% | 273 | -38,832 | -30.94% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 85,249 | 2,600 | 0.02% | 0.03% | 274 | -75 | -0.09% | Q1 2026 | May 06, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 84,929 | 2,590 | 0.71% | 0.69% | 275 | +1,038 | 1.24% | Q1 2026 | Apr 14, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 84,717 | 2,583 | 0.21% | 0.22% | 276 | +1,220 | 1.46% | Q1 2026 | May 05, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 82,985 | 2,531 | 0.35% | 0.33% | 277 | -1,800 | -2.12% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 82,897 | 2,528 | 0.01% | 0.01% | 278 | +4,556 | 5.82% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 82,818 | 2,525 | 0.04% | 0.05% | 279 | +2,366 | 2.94% | Q1 2026 | May 18, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 82,007 | 2,501 | 1.51% | 1.41% | 280 | +1,812 | 2.26% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 80,922 | 2,468 | 0.03% | 0.03% | 281 | -1,712 | -2.07% | Q1 2026 | Apr 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 80,291 | 2,448 | 0.08% | 0.1% | 282 | -24,618 | -23.47% | Q1 2026 | Apr 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 79,875 | 2,436 | 0.04% | 0.03% | 283 | +18,801 | 30.78% | Q1 2026 | Apr 20, 2026 |
| Regal Investment Advisors LLC | History | Added to | 79,860 | 2,435 | 0.14% | 0.14% | 284 | +3,288 | 4.29% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 79,825 | 2,434 | 0.15% | 0.12% | 285 | -3,068 | -3.7% | Q1 2026 | Apr 28, 2026 |
| Elgethun Capital Management | History | Added to | 79,741 | 2,432 | 0.4% | 0.4% | 286 | +1,484 | 1.9% | Q1 2026 | May 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 79,585 | 2,427 | 0.39% | 0.38% | 287 | +346 | 0.44% | Q1 2026 | Apr 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 78,157 | 2,383 | 0.05% | 0.05% | 288 | -13,436 | -14.67% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 77,847 | 2,374 | 0.03% | 0.04% | 289 | -1,259 | -1.59% | Q1 2026 | Apr 10, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 77,163 | 2,353 | 0.71% | 0.72% | 290 | -6,799 | -8.1% | Q1 2026 | Apr 21, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 76,791 | 2,342 | 0.39% | — | 291 | +76,791 | New | Q1 2026 | Apr 16, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 76,283 | 2,326 | 1.01% | 1.01% | 292 | -1,066 | -1.38% | Q1 2026 | May 01, 2026 |
| Berger Financial Group, Inc | History | Reduced | 75,198 | 2,293 | 0.13% | 0.13% | 293 | -561 | -0.74% | Q1 2026 | Apr 28, 2026 |
| MYECFO, LLC | History | Added to | 74,940 | 2,285 | 0.96% | 0.92% | 294 | +2,000 | 2.74% | Q1 2026 | Apr 07, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 70,756 | 2,264 | 0.38% | 0.4% | 295 | -1,427 | -1.98% | Q1 2026 | May 08, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 73,995 | 2,256 | 0.76% | 0.9% | 296 | -21,150 | -22.23% | Q1 2026 | Apr 08, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 73,705 | 2,248 | 0.44% | 0.39% | 297 | -1,967 | -2.6% | Q1 2026 | May 14, 2026 |
| Elevation Capital Advisory, LLC | History | New | 73,208 | 2,232 | 0.95% | — | 298 | +73,208 | New | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 72,905 | 2,223 | 0.05% | 0.06% | 299 | -8,514 | -10.46% | Q1 2026 | May 15, 2026 |
| Weaver Capital Management LLC | History | Reduced | 69,878 | 2,131 | 0.46% | 0.5% | 300 | -9,848 | -12.35% | Q1 2026 | Apr 17, 2026 |