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 | No change | 46,499,260 | 1,618,639 | 2.87% | 2.87% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 45,024,906 | 1,567,316 | 1.38% | 1.38% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,960,727 | 451,162 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 10,212,910 | 355,511 | 8.85% | 8.85% | 4 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 10,099,022 | 351,546 | 3.07% | 3.07% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 9,144,880 | 318,329 | 0.33% | 0.33% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,912,979 | 310,270 | 0.36% | 0.36% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 7,753,808 | 269,910 | 2.02% | 2.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | No change | 6,378,613 | 208,660 | 0.61% | 0.61% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,291,984 | 184,213 | 1.36% | 1.36% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,917,972 | 136,384 | 0.63% | 0.63% | 11 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Betterment LLC | History | No change | 3,867,616 | 134,632 | 0.23% | 0.23% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,727,556 | 128,190 | 0.21% | 0.21% | 13 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LPL Financial LLC | History | No change | 3,674,944 | 127,924 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 3,571,303 | 124,317 | 0.11% | 0.11% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gemmer Asset Management LLC | History | No change | 3,373,480 | 117,430 | 7.89% | 7.89% | 16 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 3,018,201 | 105,063 | 15.01% | 15.01% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mokosak Advisory Group, LLC | History | No change | 3,013,603 | 104,904 | 22.72% | 22.72% | 18 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Krilogy Financial LLC | History | No change | 2,880,128 | 100,257 | 2.96% | 2.96% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 2,779,835 | 96,766 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,705,341 | 94,189 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,701,363 | 94,034 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 2,625,413 | 91,390 | 0.09% | 0.09% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 2,402,516 | 83,631 | 0.38% | 0.38% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cooper Financial Group | History | No change | 2,276,475 | 79,244 | 6.57% | 6.57% | 25 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Compound Planning, Inc. | History | No change | 2,011,430 | 70,017 | 1.82% | 1.82% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,921,981 | 66,904 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 1,836,443 | 63,926 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 1,777,034 | 61,858 | 13.11% | 13.11% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Black Diamond Financial, LLC | History | No change | 1,759,449 | 61,246 | 5.4% | 5.4% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 1,970,475 | 60,154 | 1.0% | 1.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,721,114 | 59,911 | 5.68% | 5.68% | 32 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GenWealth Group, Inc. | History | No change | 1,681,637 | 58,537 | 9.12% | 9.12% | 33 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,627,002 | 56,635 | 0.48% | 0.48% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,599,656 | 55,716 | 0.31% | 0.31% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,568,627 | 54,494 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DRAVO BAY LLC | History | No change | 1,454,110 | 50,617 | 17.52% | 17.52% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Northern Capital Management, Inc. | History | No change | 1,412,672 | 49,175 | 20.97% | 20.97% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,333,572 | 46,421 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | No change | 1,302,258 | 45,331 | 18.55% | 18.55% | 40 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,299,421 | 45,233 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | No change | 1,253,900 | 43,648 | 3.17% | 3.17% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Asset Management, LLC | History | No change | 1,224,848 | 42,636 | 5.46% | 5.46% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Veery Capital, LLC | History | No change | 1,196,106 | 41,636 | 11.18% | 11.18% | 44 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,186,101 | 41,288 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BALLAST ADVISORS LLC | History | No change | 1,179,966 | 41,074 | 9.79% | 9.79% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 1,744,278 | 40,959 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 1,134,296 | 39,484 | 5.96% | 5.96% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NICOLET BANKSHARES INC | History | No change | 1,126,459 | 39,212 | 1.25% | 1.25% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midwest Trust Co | History | No change | 1,122,636 | 39,078 | 0.44% | 0.44% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Advisors Network, Inc. | History | No change | 1,097,487 | 38,203 | 4.68% | 4.68% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 1,082,922 | 37,696 | 0.14% | 0.14% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,057,653 | 36,816 | 1.92% | 1.92% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,038,715 | 36,157 | 1.33% | 1.33% | 54 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Dodds Wealth, LLC | History | No change | 1,030,077 | 35,856 | 8.07% | 8.07% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 1,019,784 | 35,498 | 12.62% | 12.62% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Serenity Investment Advisors | History | No change | 979,372 | 34,082 | 14.53% | 14.53% | 57 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Ally Invest Advisors Inc. | History | No change | 978,090 | 34,047 | 2.06% | 2.06% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 960,177 | 33,423 | 0.51% | 0.51% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tradition Wealth Management, LLC | History | No change | 952,665 | 33,162 | 2.03% | 2.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 897,263 | 31,233 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | No change | 885,859 | 30,836 | 13.57% | 13.57% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 880,325 | 30,644 | 0.19% | 0.19% | 63 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 861,170 | 29,977 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CX Institutional | History | Added to | 869,829 | 28,974 | 0.78% | 0.8% | 65 | +77,013 | 9.71% | Q3 2026 | Oct 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 807,850 | 28,120 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Persium Advisors, LLC | History | No change | 801,823 | 27,911 | 18.21% | 18.21% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 776,729 | 27,037 | 1.5% | 1.5% | 68 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 774,931 | 26,975 | 0.13% | 0.13% | 69 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 774,489 | 26,959 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Family Wealth, LLC | History | No change | 728,348 | 25,353 | 4.54% | 4.54% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 717,101 | 24,962 | 0.14% | 0.14% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 699,917 | 24,364 | 6.92% | 6.92% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 672,608 | 23,413 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 671,980 | 23,391 | 0.2% | 0.2% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 671,004 | 23,357 | 11.58% | 11.58% | 76 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 667,145 | 23,223 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 661,485 | 23,026 | 0.3% | 0.3% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 652,147 | 22,701 | 4.76% | 4.76% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Perigon Wealth Management, LLC | History | No change | 644,939 | 22,450 | 0.35% | 0.35% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 643,155 | 22,388 | 0.17% | 0.17% | 81 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CHOREO, LLC | History | No change | 643,100 | 22,386 | 0.25% | 0.25% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LCNB CORP | History | No change | 641,729 | 22,338 | 6.85% | 6.85% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 636,448 | 22,154 | 0.21% | 0.21% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Seneca Financial Advisors LLC | History | No change | 624,063 | 21,723 | 5.64% | 5.64% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 607,840 | 21,158 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 606,554 | 21,114 | 0.4% | 0.4% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 601,890 | 20,951 | 5.6% | 5.6% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Financial Network, Inc. | History | No change | 600,252 | 20,894 | 0.65% | 0.65% | 89 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ethos Financial Group, LLC | History | No change | 610,180 | 20,599 | 1.38% | 1.38% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Seek First Inc. | History | No change | 589,947 | 20,536 | 12.97% | 12.97% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| YANKCOM Partnership | History | No change | 585,528 | 20,381 | 7.31% | 7.31% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Garde Capital, Inc. | History | No change | 582,638 | 20,281 | 0.91% | 0.91% | 93 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Odyssey Group, LLC | History | No change | 581,116 | 20,228 | 5.48% | 5.48% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | No change | 576,393 | 20,064 | 3.35% | 3.35% | 95 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EP Wealth Advisors, LLC | History | No change | 572,184 | 19,917 | 0.08% | 0.08% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Payne Capital Management, LLC | History | No change | 560,537 | 19,512 | 5.2% | 5.2% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JBGlobal.com LLC | History | No change | 555,333 | 19,331 | 16.91% | 16.91% | 98 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Denver PWM, LLC | History | No change | 532,138 | 18,821 | 6.16% | 6.16% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 524,862 | 18,270 | 5.07% | 5.07% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 517,375 | 18,009 | 5.16% | 5.16% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 492,495 | 17,144 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Martel Wealth Advisors LLC | History | No change | 467,996 | 16,290 | 2.56% | 2.56% | 103 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Peak Wealth Management LLC | History | No change | 466,587 | 16,241 | 11.4% | 11.4% | 104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 455,072 | 15,841 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 423,041 | 14,726 | 1.31% | 1.31% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 416,133 | 14,485 | 3.63% | 3.63% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Goepper Burkhardt LLC | History | No change | 412,923 | 14,373 | 4.32% | 4.32% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 409,863 | 14,267 | 0.49% | 0.49% | 109 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 408,803 | 14,230 | 8.34% | 8.34% | 110 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Brookstone Capital Management | History | No change | 395,893 | 13,781 | 0.14% | 0.14% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 386,729 | 13,462 | 0.13% | 0.13% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Friday Financial | History | No change | 388,248 | 13,328 | 3.57% | 3.57% | 113 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Diversified Portfolios, Inc. | History | No change | 379,951 | 13,226 | 0.96% | 0.96% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 373,856 | 13,013 | 0.19% | 0.19% | 115 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Enclave Advisors LLC | History | No change | 373,287 | 12,994 | 1.64% | 1.64% | 116 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Allworth Financial LP | History | No change | 370,672 | 12,903 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| James J. Burns & Company, LLC | History | No change | 370,207 | 12,886 | 1.4% | 1.4% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 368,785 | 12,837 | 3.4% | 3.4% | 119 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | No change | 349,164 | 12,154 | 4.94% | 4.94% | 120 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 341,547 | 11,896 | 0.23% | 0.23% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CDKV HOLDINGS LLC | History | No change | 335,591 | 11,681 | 9.13% | 9.13% | 122 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 329,224 | 11,460 | 4.19% | 4.19% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Squared Financial LLC | History | No change | 327,568 | 11,402 | 7.45% | 7.45% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| White Pine Investment CO | History | No change | 326,384 | 11,361 | 2.42% | 2.42% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fiduciary Alliance LLC | History | No change | 324,528 | 11,296 | 0.76% | 0.76% | 126 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Harbor Group, Inc. | History | No change | 323,691 | 11,267 | 1.32% | 1.32% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pathstone Holdings, LLC | History | No change | 322,832 | 11,237 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | No change | 316,115 | 11,003 | 0.43% | 0.43% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 304,020 | 10,582 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 301,365 | 10,490 | 1.37% | 1.37% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Thrive Wealth Management, LLC | History | No change | 294,454 | 10,249 | 1.3% | 1.3% | 132 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 288,228 | 10,033 | 0.15% | 0.15% | 133 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 286,956 | 9,988 | 0.32% | 0.32% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 285,387 | 9,934 | 0.93% | 0.93% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 283,186 | 9,857 | 0.39% | 0.39% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Advisors Network LLC | History | No change | 281,854 | 9,811 | 0.45% | 0.45% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 281,513 | 9,799 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bishop & Co Investment Management, LLC | History | No change | 279,444 | 9,727 | 2.99% | 2.99% | 139 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 273,806 | 9,531 | 3.79% | 3.79% | 140 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 270,744 | 9,424 | 2.08% | 2.08% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Courage Miller Partners, LLC | History | No change | 268,344 | 9,341 | 2.46% | 2.46% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 268,034 | 9,330 | 0.89% | 0.89% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 267,571 | 9,314 | 1.88% | 1.88% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Plus Group Wealth Advisors LLC | History | No change | 266,466 | 9,275 | 8.72% | 8.72% | 145 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Councilor Wealth, LLC | History | No change | 265,062 | 9,226 | 3.73% | 3.73% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FMR LLC | History | No change | 263,829 | 9,183 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CERTUITY, LLC | History | No change | 259,028 | 9,016 | 0.44% | 0.44% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 258,169 | 8,986 | 5.58% | 5.58% | 149 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 257,749 | 8,972 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 254,346 | 8,853 | 0.06% | 0.06% | 151 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Arnold Financial Planning LLC | History | No change | 253,746 | 8,832 | 6.59% | 6.59% | 152 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 251,880 | 8,767 | 3.68% | 3.68% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 249,955 | 8,700 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 244,488 | 8,510 | 0.22% | 0.22% | 155 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sun Financial Inc | History | No change | 239,789 | 8,359 | 3.94% | 3.94% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Weinberger Asset Management, Inc | History | No change | 243,729 | 8,303 | 2.66% | 2.66% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baring Financial LLC | History | No change | 235,389 | 8,193 | 4.51% | 4.51% | 158 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LOWERY THOMAS, LLC | History | No change | 231,838 | 8,070 | 3.94% | 3.94% | 159 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 230,382 | 8,019 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cadence Wealth Management LLC | History | No change | 229,916 | 8,003 | 3.58% | 3.58% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 227,702 | 7,926 | 3.79% | 3.79% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 219,227 | 7,631 | 0.88% | 0.88% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 213,148 | 7,419 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProVise Management Group, LLC | History | No change | 212,905 | 7,411 | 0.5% | 0.5% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Plancorp, LLC | History | No change | 215,406 | 7,371 | 0.18% | 0.18% | 166 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Curtis Advisory Group, LLC | History | No change | 210,894 | 7,341 | 1.43% | 1.43% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 209,065 | 7,277 | 2.7% | 2.7% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 208,850 | 7,270 | 3.37% | 3.37% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 208,201 | 7,247 | 1.77% | 1.77% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avant Capital LLC | History | No change | 207,434 | 7,220 | 4.52% | 4.52% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glassman Wealth Services | History | No change | 203,816 | 7,094 | 0.85% | 0.85% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 203,775 | 7,093 | 0.86% | 0.86% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Phillip James Consulting Co. | History | No change | 199,843 | 6,956 | 4.65% | 4.65% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| New Hampshire Trust | History | No change | 199,696 | 6,951 | 1.31% | 1.31% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 197,107 | 6,861 | 0.44% | 0.44% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 193,444 | 6,733 | 2.5% | 2.5% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SpringVest Wealth Management LLC | History | No change | 192,326 | 6,694 | 4.21% | 4.21% | 178 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 192,079 | 6,686 | 0.79% | 0.79% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Financial, LLC | History | No change | 191,967 | 6,682 | 0.07% | 0.07% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westbourne Investment Advisors, Inc. | History | No change | 191,481 | 6,665 | 1.84% | 1.84% | 181 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Columbus Macro, LLC | History | No change | 191,440 | 6,664 | 0.65% | 0.65% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Savvy Advisors, Inc. | History | No change | 191,005 | 6,648 | 0.14% | 0.14% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Valpey Financial Services, LLC | History | No change | 190,366 | 6,626 | 3.95% | 3.95% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 188,048 | 6,545 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 187,435 | 6,414 | 0.46% | 0.46% | 186 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 184,223 | 6,412 | 0.62% | 0.62% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Leeward Financial Partners, LLC | History | No change | 181,501 | 6,318 | 1.66% | 1.66% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Management, LLC | History | No change | 177,315 | 6,172 | 0.19% | 0.19% | 189 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rinkey Investments | History | No change | 175,707 | 6,116 | 1.44% | 1.44% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OneAscent Financial Services LLC | History | No change | 175,530 | 6,110 | 0.29% | 0.29% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 174,543 | 6,075 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 172,580 | 6,007 | 0.1% | 0.1% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 172,268 | 5,996 | 0.94% | 0.94% | 194 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Apex Wealth Management, LLC | History | No change | 169,285 | 5,892 | 3.6% | 3.6% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dakota Wealth Management | History | No change | 169,158 | 5,888 | 0.11% | 0.11% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 168,095 | 5,851 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WARNER FINANCIAL, INC | History | No change | 163,018 | 5,674 | 1.67% | 1.67% | 198 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 161,002 | 5,604 | 1.25% | 1.25% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 160,971 | 5,603 | 0.95% | 0.95% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coastwise Capital Group, LLC | History | No change | 158,886 | 5,530 | 3.21% | 3.21% | 201 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 156,870 | 5,460 | 4.34% | 4.34% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 175,568 | 5,354 | 0.22% | 0.22% | 203 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KPP Advisory Services LLC | History | No change | 153,791 | 5,353 | 0.68% | 0.68% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 155,143 | 5,346 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 152,382 | 5,304 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 151,747 | 5,282 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 147,698 | 5,141 | 0.06% | 0.06% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 147,634 | 5,139 | 3.78% | 3.78% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 146,134 | 5,086 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 144,331 | 5,024 | 0.96% | 0.96% | 211 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 143,039 | 4,979 | 0.2% | 0.2% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 142,473 | 4,959 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 142,065 | 4,945 | 0.55% | 0.55% | 214 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 139,294 | 4,848 | 0.6% | 0.6% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 138,946 | 4,796 | 0.59% | 0.59% | 216 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 137,343 | 4,780 | 0.19% | 0.19% | 217 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| One Capital Management, LLC | History | No change | 154,711 | 4,718 | 0.13% | 0.13% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allen Capital Group, LLC | History | No change | 134,472 | 4,680 | 0.38% | 0.38% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 134,411 | 4,678 | 0.56% | 0.56% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 132,340 | 4,606 | 0.35% | 0.35% | 221 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Joseph Group Capital Management | History | No change | 131,497 | 4,577 | 0.96% | 0.96% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 129,069 | 4,492 | 1.55% | 1.55% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Barden Capital Management, Inc. | History | No change | 128,202 | 4,462 | 4.12% | 4.12% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 127,526 | 4,439 | 1.39% | 1.39% | 225 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RKL Wealth Management LLC | History | No change | 126,137 | 4,390 | 0.35% | 0.35% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 143,142 | 4,365 | 4.1% | 4.1% | 227 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Everhart Financial Group, Inc. | History | No change | 123,969 | 4,315 | 0.28% | 0.28% | 228 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 123,721 | 4,306 | 0.5% | 0.5% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MARSHALL WACE, LLP | History | No change | 123,053 | 4,283 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 121,556 | 4,231 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Q3 Asset Management | History | No change | 118,565 | 4,127 | 0.76% | 0.76% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apriem Advisors | History | No change | 116,855 | 4,067 | 0.35% | 0.35% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 116,747 | 4,063 | 0.05% | 0.05% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 114,863 | 3,998 | 0.19% | 0.19% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 114,955 | 3,931 | 0.21% | 0.21% | 236 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Diversified Enterprises, LLC | History | No change | 111,328 | 3,875 | 0.19% | 0.19% | 237 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 109,609 | 3,815 | 1.72% | 1.72% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | No change | 107,858 | 3,754 | 0.91% | 0.91% | 239 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 107,605 | 3,745 | 2.32% | 2.32% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 107,308 | 3,735 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 106,955 | 3,723 | 1.73% | 1.73% | 242 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 105,944 | 3,687 | 0.13% | 0.13% | 243 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Altus Wealth Group LLC | History | No change | 105,415 | 3,669 | 1.33% | 1.33% | 244 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IVC Wealth Advisors LLC | History | No change | 104,426 | 3,635 | 1.42% | 1.42% | 245 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 104,114 | 3,624 | 0.2% | 0.2% | 246 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HB Wealth Management, LLC | History | No change | 103,114 | 3,589 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 102,488 | 3,567 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lido Advisors, LLC | History | No change | 100,406 | 3,495 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compass Advisory Group LLC | History | No change | 98,060 | 3,413 | 0.81% | 0.81% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 97,589 | 3,397 | 1.84% | 1.84% | 251 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Nadler Financial Group, Inc. | History | No change | 95,845 | 3,336 | 0.28% | 0.28% | 252 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Embree Financial Group | History | No change | 95,558 | 3,326 | 0.33% | 0.33% | 253 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steele Capital Management, Inc. | History | No change | 95,505 | 3,324 | 0.12% | 0.12% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Wealth, LLC | History | No change | 94,850 | 3,301 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M3 Advisory Group, LLC | History | No change | 93,884 | 3,268 | 1.69% | 1.69% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bleakley Financial Group, LLC | History | No change | 93,217 | 3,244 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Advisors, LLC | History | No change | 93,101 | 3,240 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Johnson Financial Group, LLC | History | No change | 90,220 | 3,140 | 0.17% | 0.17% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 90,225 | 3,140 | 0.57% | 0.57% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Broadview Financial Management, LLC | History | No change | 89,890 | 3,129 | 1.91% | 1.91% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 89,148 | 3,103 | 0.09% | 0.09% | 262 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AE Wealth Management LLC | History | No change | 88,685 | 3,087 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 88,523 | 3,081 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 88,418 | 3,077 | 3.32% | 3.32% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 86,666 | 3,016 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 85,350 | 2,971 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 83,792 | 2,916 | 1.6% | 1.6% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Apella Capital, LLC | History | No change | 84,360 | 2,896 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Tortoise Investment Management, LLC | History | No change | 83,088 | 2,892 | 0.22% | 0.22% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 82,048 | 2,856 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 81,599 | 2,840 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Elgethun Capital Management | History | No change | 80,853 | 2,814 | 0.39% | 0.39% | 273 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 80,634 | 2,806 | 0.35% | 0.35% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 80,231 | 2,792 | 0.15% | 0.15% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 80,108 | 2,788 | 0.37% | 0.37% | 276 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 79,828 | 2,778 | 0.68% | 0.68% | 277 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 79,777 | 2,777 | 1.12% | 1.12% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Regal Investment Advisors LLC | History | No change | 79,024 | 2,750 | 0.14% | 0.14% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 78,410 | 2,729 | 0.36% | 0.36% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pure Financial Advisors, LLC | History | No change | 77,109 | 2,684 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ETF Store, Inc. | History | No change | 77,113 | 2,684 | 2.25% | 2.25% | 282 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 76,804 | 2,673 | 0.69% | 0.69% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Berger Financial Group, Inc | History | No change | 76,372 | 2,658 | 0.14% | 0.14% | 284 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MYECFO, LLC | History | No change | 76,290 | 2,655 | 1.0% | 1.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | No change | 76,099 | 2,649 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 75,481 | 2,627 | 0.44% | 0.44% | 287 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Roundview Capital LLC | History | No change | 75,143 | 2,615 | 0.14% | 0.14% | 288 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arkadios Wealth Advisors | History | No change | 74,648 | 2,598 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aspen Grove Capital, LLC | History | No change | 73,772 | 2,568 | 0.37% | 0.37% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 73,108 | 2,544 | 0.96% | 0.96% | 291 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Retirement Planning Group, LLC | History | No change | 72,049 | 2,508 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 71,804 | 2,499 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantum Portfolio Management LLC | History | No change | 71,423 | 2,486 | 0.89% | 0.89% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Financial Group, LLC | History | No change | 70,065 | 2,438 | 0.77% | 0.77% | 295 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Asset One Wealth Management LLC | History | No change | 71,818 | 2,436 | 0.26% | 0.26% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stewardship Advisors, LLC | History | No change | 68,357 | 2,379 | 0.49% | 0.49% | 297 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Monetary Solutions, Ltd | History | No change | 68,112 | 2,370 | 2.04% | 2.04% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Strategies Group, Inc. | History | No change | 69,172 | 2,358 | 0.38% | 0.38% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Dedication, LLC | History | No change | 67,076 | 2,334 | 0.15% | 0.15% | 300 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |