SCHWAB STRATEGIC TRUST - SCHX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| US BANCORP \DE\ | History | Reduced | 145,061,220 | 3,719,345 | 4.51% | 6.34% | 1 | -56,024,741 | -27.86% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 82,270,037 | 2,109,403 | 1.43% | 1.61% | 2 | -1,542,288 | -1.84% | Q1 2026 | May 12, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 34,883,439 | 1,011,619 | 20.05% | 21.57% | 3 | +404,274 | 1.17% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 37,368,877 | 958,138 | 7.21% | 7.3% | 4 | +1,537,853 | 4.29% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 34,809,568 | 892,517 | 0.55% | 0.53% | 5 | +3,824,596 | 12.34% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Added to | 32,528,571 | 834,033 | 0.77% | 0.82% | 6 | +1,554,760 | 5.02% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 28,599,516 | 733,292 | 1.39% | 0.93% | 7 | +10,450,588 | 57.58% | Q1 2026 | May 14, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 23,108,501 | 592,501 | 38.55% | 42.45% | 8 | -727,975 | -3.05% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,183,412 | 517,496 | 0.9% | 1.0% | 9 | +660,923 | 3.39% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 19,184,892 | 491,915 | 0.69% | 0.74% | 10 | +194,233 | 1.02% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 18,185,644 | 466,279 | 25.53% | 27.15% | 11 | +1,223,479 | 7.21% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 14,005,999 | 359,113 | 0.38% | 0.42% | 12 | -135,395 | -0.96% | Q1 2026 | May 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 12,327,339 | 316,072 | 0.15% | 0.15% | 13 | -83,381 | -0.67% | Q1 2026 | May 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,009,922 | 284,716 | 0.58% | 0.71% | 14 | -8,076,252 | -42.31% | Q1 2026 | Apr 08, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 10,490,753 | 268,982 | 22.55% | 20.85% | 15 | +492,244 | 4.92% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 10,381,527 | 266,152 | 0.31% | 0.33% | 16 | +146,072 | 1.43% | Q1 2026 | May 13, 2026 |
| Norinchukin Bank, The | History | No change | 10,180,000 | 261,015 | 3.05% | 3.19% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 10,166,832 | 260,677 | 11.74% | 12.24% | 18 | +230,470 | 2.32% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,076,451 | 258,360 | 0.02% | 0.02% | 19 | +1,054,612 | 11.69% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,928,543 | 254,567 | 0.38% | 0.43% | 20 | -458,464 | -4.41% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 9,547,873 | 244,807 | 0.04% | 0.01% | 21 | +8,311,474 | 672.23% | Q1 2026 | May 05, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 9,274,544 | 237,799 | 7.31% | 8.45% | 22 | -218,021 | -2.3% | Q1 2026 | May 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 8,900,665 | 228,213 | 2.64% | 3.28% | 23 | -1,105,166 | -11.05% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 8,606,214 | 220,663 | 0.01% | 0.01% | 24 | +2,599,616 | 43.28% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 8,333,483 | 213,670 | 5.88% | 6.39% | 25 | -112,423 | -1.33% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 7,768,711 | 199,189 | 1.05% | 1.22% | 26 | +1,306,884 | 20.22% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 7,583,229 | 194,433 | 18.92% | 17.17% | 27 | +454,867 | 6.38% | Q1 2026 | May 01, 2026 |
| LPL Financial LLC | History | Reduced | 7,538,416 | 193,284 | 0.05% | 0.06% | 28 | -158,474 | -2.06% | Q1 2026 | May 06, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 7,457,977 | 191,222 | 1.62% | 1.64% | 29 | -134,564 | -1.77% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 6,516,389 | 167,080 | 0.34% | 0.36% | 30 | +2,595 | 0.04% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 6,725,389 | 165,019 | 0.24% | 0.14% | 31 | +2,697,140 | 66.96% | Q1 2026 | May 15, 2026 |
| Apriem Advisors | History | Reduced | 5,632,258 | 144,411 | 13.78% | 15.23% | 32 | -534,325 | -8.66% | Q1 2026 | May 14, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Reduced | 5,294,584 | 135,753 | 28.22% | 29.5% | 33 | -6,550 | -0.12% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 5,192,173 | 133,127 | 16.59% | 19.14% | 34 | -9,771 | -0.19% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 5,134,222 | 131,641 | 1.06% | 1.12% | 35 | +58,533 | 1.15% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,924,387 | 127,245 | 1.2% | 1.15% | 36 | +952,260 | 23.97% | Q1 2026 | Apr 07, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 4,885,976 | 125,276 | 16.13% | 22.06% | 37 | -1,330,182 | -21.4% | Q1 2026 | Apr 16, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 4,691,102 | 120,279 | 2.59% | 2.78% | 38 | +11,704 | 0.25% | Q1 2026 | Apr 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 4,368,968 | 112,020 | 12.42% | 13.39% | 39 | -66,827 | -1.51% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,161,626 | 106,704 | 0.03% | 0.01% | 40 | +2,311,536 | 124.94% | Q1 2026 | May 04, 2026 |
| Charles Schwab Trust Co | History | Reduced | 4,160,348 | 106,671 | 6.92% | 7.45% | 41 | -54,606 | -1.3% | Q1 2026 | Apr 10, 2026 |
| Steele Capital Management, Inc. | History | Added to | 4,082,829 | 104,790 | 4.34% | 4.6% | 42 | +97,756 | 2.45% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,987,666 | 102,243 | 0.05% | 0.04% | 43 | +1,214,137 | 43.78% | Q1 2026 | May 15, 2026 |
| FSA Investment Group, LLC | History | Added to | 3,798,994 | 97,406 | 39.21% | 58.16% | 44 | +253,826 | 7.16% | Q1 2026 | Apr 21, 2026 |
| Curi Capital, LLC | History | Added to | 3,627,186 | 93,001 | 1.65% | 1.66% | 45 | +65,360 | 1.84% | Q1 2026 | May 15, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 3,521,321 | 90,286 | 4.88% | 7.03% | 46 | -1,225,524 | -25.82% | Q1 2026 | May 06, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 3,500,440 | 89,751 | 12.32% | 12.63% | 47 | +94,697 | 2.78% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,487,726 | 89,425 | 0.71% | 1.01% | 48 | +335,793 | 10.65% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 3,338,839 | 85,607 | 1.05% | 0.45% | 49 | +2,042,836 | 157.63% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,321,973 | 85,176 | 0.12% | 0.11% | 50 | +524,003 | 18.73% | Q1 2026 | May 15, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,306,092 | 84,768 | 31.15% | 32.53% | 51 | -114,340 | -3.34% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,356,239 | 84,111 | 0.04% | 0.04% | 52 | +825,948 | 32.64% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 3,199,988 | 82,208 | 0.09% | 0.1% | 53 | -4,458 | -0.14% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 3,196,324 | 81,953 | 0.0% | 0.0% | 54 | +2,029,622 | 173.96% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 3,184,837 | 81,659 | 0.4% | 0.45% | 55 | -31,889 | -0.99% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,067,334 | 78,646 | 0.51% | 0.53% | 56 | +35,898 | 1.18% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,004,368 | 77,029 | 0.02% | 0.02% | 57 | -480,209 | -13.78% | Q1 2026 | May 15, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 2,994,436 | 76,777 | 11.85% | 12.74% | 58 | +78,553 | 2.69% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,831,944 | 72,611 | 0.57% | 0.52% | 59 | +155,720 | 5.82% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,826,364 | 72,468 | 0.19% | 0.19% | 60 | +97,316 | 3.57% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,822,930 | 72,379 | 0.57% | 0.6% | 61 | +6,521 | 0.23% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 2,805,728 | 71,938 | 0.31% | 0.32% | 62 | -23,170 | -0.82% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,873,728 | 71,613 | 0.0% | 0.0% | 63 | +326,165 | 12.8% | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 2,772,378 | 71,083 | 4.48% | 4.38% | 64 | +150,206 | 5.73% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 2,724,434 | 69,854 | 1.58% | 1.67% | 65 | +29,251 | 1.09% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,576,470 | 66,060 | 3.93% | 4.04% | 66 | +6,388 | 0.25% | Q1 2026 | May 13, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 2,564,300 | 65,748 | 15.95% | 16.34% | 67 | -93,200 | -3.51% | Q1 2026 | Apr 16, 2026 |
| Savant Capital, LLC | History | Added to | 2,500,836 | 64,121 | 0.31% | 0.38% | 68 | +36,176 | 1.47% | Q1 2026 | May 04, 2026 |
| Bangor Savings Bank | History | Reduced | 2,426,254 | 62,209 | 4.97% | 5.35% | 69 | -46,689 | -1.89% | Q1 2026 | Apr 01, 2026 |
| Berger Financial Group, Inc | History | Added to | 2,366,564 | 60,678 | 3.4% | 3.64% | 70 | +28,815 | 1.23% | Q1 2026 | Apr 28, 2026 |
| Scarborough Advisors, LLC | History | New | 2,359,231 | 60,490 | 6.62% | — | 71 | +2,359,231 | New | Q1 2026 | May 07, 2026 |
| NewSquare Capital LLC | History | Added to | 2,351,837 | 60,301 | 5.23% | 5.4% | 72 | +75,152 | 3.3% | Q1 2026 | May 08, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 2,283,449 | 58,547 | 3.41% | 3.42% | 73 | +77,273 | 3.5% | Q1 2026 | Apr 22, 2026 |
| CacheTech Inc. | History | Reduced | 2,256,916 | 57,867 | 11.15% | 11.47% | 74 | -43,084 | -1.87% | Q1 2026 | May 11, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 2,234,687 | 57,297 | 6.43% | 6.11% | 75 | +34,647 | 1.57% | Q1 2026 | Apr 15, 2026 |
| Alliance Wealth Management Group | History | Reduced | 2,176,358 | 55,801 | 12.21% | 13.06% | 76 | -35,873 | -1.62% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Reduced | 2,176,358 | 55,801 | 8.69% | 9.39% | 77 | -35,873 | -1.62% | Q1 2026 | May 01, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 2,141,313 | 54,913 | 13.59% | 12.07% | 78 | +157,752 | 7.95% | Q1 2026 | May 15, 2026 |
| Adams Wealth Management | History | Reduced | 2,108,404 | 54,059 | 11.87% | 12.14% | 79 | -6,860 | -0.32% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,088,892 | 53,976 | 0.92% | 0.98% | 80 | +88,534 | 4.43% | Q1 2026 | May 14, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 2,097,595 | 53,782 | 7.12% | 7.67% | 81 | -22,329 | -1.05% | Q1 2026 | Apr 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,097,360 | 53,776 | 0.01% | 0.01% | 82 | -146,084 | -6.51% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 2,045,472 | 52,445 | 6.79% | 7.35% | 83 | +74,420 | 3.78% | Q1 2026 | Apr 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,835,007 | 51,453 | 1.15% | 1.16% | 84 | +99,761 | 5.75% | Q1 2026 | May 04, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 1,989,152 | 51,001 | 0.73% | 0.85% | 85 | +13,586 | 0.69% | Q1 2026 | Apr 10, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 1,931,755 | 49,530 | 5.15% | 5.56% | 86 | -53,777 | -2.71% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,922,851 | 49,302 | 0.01% | 0.01% | 87 | +159,192 | 9.03% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,911,179 | 49,002 | 0.77% | 0.88% | 88 | +20,100 | 1.06% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,900,806 | 48,736 | 0.01% | 0.0% | 89 | +1,338,594 | 238.09% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,861,938 | 47,758 | 0.29% | 0.31% | 90 | -42,050 | -2.21% | Q1 2026 | May 15, 2026 |
| RKL Wealth Management LLC | History | Reduced | 1,861,871 | 47,738 | 4.3% | 4.74% | 91 | -285,943 | -13.31% | Q1 2026 | Apr 24, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,851,852 | 47,481 | 4.64% | 4.62% | 92 | +63,740 | 3.56% | Q1 2026 | May 06, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 1,846,870 | 47,354 | 3.3% | 3.27% | 93 | +494 | 0.03% | Q1 2026 | Apr 28, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 1,833,652 | 47,014 | 1.38% | 1.24% | 94 | +286,712 | 18.53% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 1,822,755 | 46,735 | 2.07% | 2.12% | 95 | +70,883 | 4.05% | Q1 2026 | May 13, 2026 |
| Richardson Capital Management LLC | History | Added to | 1,795,988 | 46,049 | 22.23% | 23.6% | 96 | +48,112 | 2.75% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,781,564 | 45,674 | 0.7% | 0.97% | 97 | +5,892 | 0.33% | Q1 2026 | May 15, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 1,735,166 | 44,489 | 12.56% | 14.14% | 98 | -9,855 | -0.56% | Q1 2026 | Apr 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,726,629 | 44,270 | 0.01% | 0.02% | 99 | -322,681 | -15.75% | Q1 2026 | May 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 1,714,405 | 43,957 | 5.51% | 6.18% | 100 | +47,608 | 2.86% | Q1 2026 | Apr 16, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,669,784 | 42,813 | 0.07% | 0.09% | 101 | +62,280 | 3.87% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 1,646,543 | 42,217 | 0.68% | 0.74% | 102 | -48,955 | -2.89% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 1,589,316 | 40,750 | 0.04% | 0.04% | 103 | +226,428 | 16.61% | Q1 2026 | May 13, 2026 |
| FIDELIS iM, LLC | History | Added to | 1,588,906 | 40,739 | 15.42% | 15.71% | 104 | +85,198 | 5.67% | Q1 2026 | Apr 29, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 1,569,703 | 40,247 | 12.67% | 11.38% | 105 | +336,695 | 27.31% | Q1 2026 | May 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 1,559,842 | 39,994 | 8.42% | 8.63% | 106 | +21,417 | 1.39% | Q1 2026 | Apr 13, 2026 |
| Fortis Capital Management LLC | History | Added to | 1,505,206 | 38,593 | 3.95% | 4.77% | 107 | +165,353 | 12.34% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,501,411 | 38,496 | 0.29% | 0.11% | 109 | +986,495 | 191.58% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,501,436 | 38,496 | 0.92% | 0.97% | 108 | -36,470 | -2.37% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Added to | 1,476,983 | 37,869 | 0.0% | 0.0% | 110 | +46,723 | 3.27% | Q1 2026 | May 15, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 1,406,337 | 37,844 | 3.44% | 4.03% | 111 | -56,136 | -3.84% | Q1 2026 | Apr 09, 2026 |
| D.B. Root & Company, LLC | History | Added to | 1,471,484 | 37,728 | 9.01% | 9.59% | 112 | +11,356 | 0.78% | Q1 2026 | May 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 1,465,453 | 37,574 | 12.76% | 13.42% | 113 | +41,888 | 2.94% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,459,429 | 37,419 | 0.05% | 0.05% | 114 | -55,546 | -3.67% | Q1 2026 | Apr 27, 2026 |
| Matrix Trust Co | History | Reduced | 1,452,739 | 37,248 | 6.19% | 6.47% | 115 | -3,702 | -0.25% | Q1 2026 | Apr 09, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,446,603 | 37,090 | 0.44% | 0.47% | 116 | -49,809 | -3.33% | Q1 2026 | May 06, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 1,427,777 | 36,608 | 4.04% | 4.31% | 117 | +7,329 | 0.52% | Q1 2026 | May 14, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 1,426,767 | 36,582 | 12.97% | 14.88% | 118 | -91,967 | -6.06% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,417,367 | 36,341 | 0.86% | 0.92% | 119 | +9,730 | 0.69% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,413,731 | 36,248 | 0.2% | 0.21% | 120 | -6,446 | -0.45% | Q1 2026 | Apr 30, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 1,408,154 | 36,105 | 7.87% | 7.5% | 121 | +76,483 | 5.74% | Q1 2026 | Apr 14, 2026 |
| Sherwood Financial Partners, LLC | History | Reduced | 1,372,684 | 35,195 | 31.12% | 32.57% | 122 | -31,663 | -2.25% | Q1 2026 | May 11, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 1,282,553 | 35,103 | 2.01% | 1.99% | 123 | +34,219 | 2.74% | Q1 2026 | Apr 20, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 1,365,636 | 35,014 | 2.69% | 2.18% | 124 | +176,730 | 14.86% | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 1,343,042 | 34,435 | 1.26% | 1.43% | 125 | -129,717 | -8.81% | Q1 2026 | Apr 28, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 1,335,277 | 34,237 | 9.96% | 9.44% | 126 | +63,352 | 4.98% | Q1 2026 | May 12, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Added to | 1,213,540 | 34,149 | 17.03% | 15.76% | 127 | +144,215 | 13.49% | Q1 2026 | May 01, 2026 |
| Ashford Advisors, LLC | History | Reduced | 1,327,249 | 34,030 | 7.93% | 7.99% | 128 | -28,078 | -2.07% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 1,222,961 | 33,973 | 2.18% | 2.34% | 129 | -48,808 | -3.84% | Q1 2026 | Apr 22, 2026 |
| St. Louis Trust Co | History | Added to | 1,324,361 | 33,956 | 3.96% | 4.0% | 130 | +27,066 | 2.09% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,257,287 | 33,833 | 2.53% | 2.53% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| L2 Asset Management, LLC | History | Added to | 1,313,675 | 33,682 | 3.2% | 2.08% | 132 | +736,403 | 127.57% | Q1 2026 | May 14, 2026 |
| Athena Investment Management | History | Added to | 1,306,822 | 33,506 | 17.38% | 18.02% | 133 | +58 | 0.0% | Q1 2026 | May 11, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 1,303,397 | 33,419 | 14.26% | 14.74% | 134 | -46,237 | -3.43% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 1,281,779 | 32,864 | 1.04% | 1.08% | 135 | +34,835 | 2.79% | Q1 2026 | Apr 08, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 1,277,209 | 32,747 | 4.29% | 5.59% | 136 | -131,238 | -9.32% | Q1 2026 | Apr 28, 2026 |
| Embree Financial Group | History | Reduced | 1,262,181 | 32,362 | 3.81% | 4.71% | 137 | -166,101 | -11.63% | Q1 2026 | Apr 23, 2026 |
| Gleason Group, Inc. | History | Reduced | 1,256,774 | 32,223 | 3.19% | 3.4% | 138 | -30,757 | -2.39% | Q1 2026 | May 04, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 1,256,740 | 32,222 | 15.22% | 16.14% | 139 | +4,559 | 0.36% | Q1 2026 | May 12, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 1,193,291 | 32,111 | 9.67% | 9.67% | 140 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ethos Financial Group, LLC | History | Added to | 1,242,003 | 31,841 | 2.33% | 2.42% | 141 | +23,566 | 1.93% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Reduced | 1,223,921 | 31,381 | 0.18% | 0.19% | 142 | -480 | -0.04% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,214,806 | 31,147 | 0.03% | 0.03% | 143 | +29,951 | 2.53% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,205,151 | 30,900 | 0.56% | 0.56% | 144 | +47,362 | 4.09% | Q1 2026 | Apr 10, 2026 |
| Powers Advisory Group, LLC | History | Added to | 1,203,797 | 30,865 | 10.88% | 12.15% | 145 | +4,725 | 0.39% | Q1 2026 | Apr 21, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,193,362 | 30,597 | 2.55% | 2.56% | 146 | +20,779 | 1.77% | Q1 2026 | May 01, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 1,149,357 | 29,469 | 12.64% | 13.11% | 147 | +7,393 | 0.65% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Added to | 1,128,488 | 28,934 | 1.32% | 1.35% | 148 | +22,339 | 2.02% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,125,275 | 28,852 | 0.0% | 0.01% | 149 | -947,004 | -45.7% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,124,711 | 28,837 | 0.28% | 0.3% | 150 | -20,820 | -1.82% | Q1 2026 | May 08, 2026 |
| Gordian Advisors LLC | History | Reduced | 1,103,450 | 28,292 | 18.85% | 19.77% | 151 | -5,296 | -0.48% | Q1 2026 | Apr 27, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 1,078,998 | 27,665 | 8.37% | 8.61% | 152 | -1,581 | -0.15% | Q1 2026 | Apr 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 1,052,984 | 26,998 | 0.47% | 0.54% | 153 | -77,549 | -6.86% | Q1 2026 | May 04, 2026 |
| Destination Wealth Management | History | Reduced | 1,043,918 | 26,766 | 0.7% | 1.0% | 154 | -372,712 | -26.31% | Q1 2026 | May 15, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 1,032,101 | 26,463 | 3.79% | 3.92% | 155 | +12,365 | 1.21% | Q1 2026 | Apr 27, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 1,024,781 | 26,275 | 11.06% | 11.4% | 156 | +9,048 | 0.89% | Q1 2026 | Apr 28, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 970,709 | 26,121 | 8.7% | 8.7% | 157 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 1,008,736 | 25,864 | 6.25% | 6.64% | 158 | -10,246 | -1.01% | Q1 2026 | May 05, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 958,308 | 24,571 | 1.98% | 2.04% | 159 | +50,843 | 5.6% | Q1 2026 | May 13, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 957,802 | 24,558 | 4.71% | 4.62% | 160 | +38,978 | 4.24% | Q1 2026 | Apr 23, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 952,828 | 24,430 | 7.51% | 7.81% | 161 | +2,198 | 0.23% | Q1 2026 | Apr 21, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 940,055 | 24,103 | 0.71% | 0.71% | 162 | +2,867 | 0.31% | Q1 2026 | Apr 29, 2026 |
| Essex LLC | History | Added to | 938,695 | 24,068 | 4.25% | 4.46% | 163 | +2,707 | 0.29% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 932,919 | 23,920 | 0.1% | 0.11% | 164 | -65,763 | -6.58% | Q1 2026 | May 14, 2026 |
| GEN Financial Management, INC. | History | Added to | 931,113 | 23,873 | 14.78% | 15.18% | 165 | +35,283 | 3.94% | Q1 2026 | Apr 16, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 926,419 | 23,753 | 1.18% | 1.25% | 166 | -18,592 | -1.97% | Q1 2026 | May 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 917,699 | 23,529 | 1.6% | 1.73% | 167 | -40,332 | -4.21% | Q1 2026 | May 06, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 901,405 | 23,112 | 3.62% | 3.78% | 168 | +13,797 | 1.55% | Q1 2026 | Apr 17, 2026 |
| Lutz Financial Services LLC | History | Added to | 890,800 | 22,840 | 1.54% | 1.33% | 169 | +162,464 | 22.31% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Reduced | 885,800 | 22,711 | 0.48% | 0.5% | 170 | -18,276 | -2.02% | Q1 2026 | May 15, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 877,990 | 22,511 | 4.0% | 4.23% | 171 | +29,093 | 3.43% | Q1 2026 | Apr 22, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 868,405 | 22,265 | 6.67% | 6.87% | 172 | -9,195 | -1.05% | Q1 2026 | Apr 21, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Added to | 763,704 | 21,987 | 13.85% | 14.22% | 173 | +45,041 | 6.27% | Q1 2026 | May 12, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 856,721 | 21,966 | 3.71% | 5.22% | 174 | -284,948 | -24.96% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 850,727 | 21,812 | 0.19% | 0.18% | 175 | -63,895 | -6.99% | Q1 2026 | May 13, 2026 |
| Truepoint, Inc. | History | Added to | 845,502 | 21,678 | 0.48% | 0.51% | 176 | +8,746 | 1.05% | Q1 2026 | May 08, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 832,885 | 21,355 | 1.57% | 1.76% | 177 | -49,006 | -5.56% | Q1 2026 | Apr 22, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 831,190 | 21,311 | 9.83% | 11.45% | 178 | -6,669 | -0.8% | Q1 2026 | Apr 16, 2026 |
| WBH ADVISORY INC | History | Reduced | 815,782 | 21,079 | 1.58% | 1.65% | 179 | -10,400 | -1.26% | Q1 2026 | Apr 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 815,812 | 20,917 | 3.01% | 3.23% | 180 | -1,998 | -0.24% | Q1 2026 | May 11, 2026 |
| Canal Capital Management, LLC | History | Added to | 815,158 | 20,900 | 2.83% | 0.07% | 181 | +795,509 | 4048.6% | Q1 2026 | Apr 27, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 808,391 | 20,727 | 14.57% | 16.31% | 182 | -2,378 | -0.29% | Q1 2026 | May 06, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 805,708 | 20,658 | 10.06% | 10.7% | 183 | -2,550 | -0.32% | Q1 2026 | Apr 14, 2026 |
| Abound Wealth Management | History | Added to | 799,274 | 20,493 | 4.66% | 5.02% | 184 | +2,430 | 0.3% | Q1 2026 | Apr 10, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 792,079 | 20,308 | 2.94% | 3.06% | 185 | -16,166 | -2.0% | Q1 2026 | May 13, 2026 |
| Alpha Zero LLC | History | Added to | 791,788 | 20,301 | 10.28% | 11.2% | 186 | +30,018 | 3.94% | Q1 2026 | May 07, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 787,533 | 20,192 | 2.2% | 2.26% | 187 | -9,587 | -1.2% | Q1 2026 | May 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 778,858 | 19,969 | 0.74% | 0.79% | 188 | -1,344 | -0.17% | Q1 2026 | May 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 777,851 | 19,944 | 1.74% | 1.81% | 189 | -21,786 | -2.72% | Q1 2026 | Apr 15, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 772,020 | 19,794 | 3.89% | 3.99% | 190 | +69,871 | 9.95% | Q1 2026 | Apr 20, 2026 |
| Summit Financial, LLC | History | Added to | 768,276 | 19,698 | 0.25% | 0.25% | 191 | +142,076 | 22.69% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 758,980 | 19,460 | 0.03% | 0.03% | 192 | +15,523 | 2.09% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 749,201 | 19,209 | 0.14% | 0.16% | 193 | +23,809 | 3.28% | Q1 2026 | Apr 15, 2026 |
| Investors Research Corp | History | Added to | 748,048 | 19,179 | 3.67% | 3.65% | 194 | +6,969 | 0.94% | Q1 2026 | Apr 03, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 745,894 | 19,124 | 1.58% | 1.67% | 195 | +40,887 | 5.8% | Q1 2026 | May 05, 2026 |
| MCF Advisors LLC | History | Reduced | 737,216 | 18,902 | 0.83% | 1.14% | 196 | -27,791 | -3.63% | Q1 2026 | May 11, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 733,431 | 18,805 | 2.09% | 1.7% | 197 | +162,355 | 28.43% | Q1 2026 | May 07, 2026 |
| Family Legacy Financial Solutions, LLC | History | Added to | 725,397 | 18,744 | 15.15% | 14.86% | 198 | +9,282 | 1.3% | Q1 2026 | Apr 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 730,585 | 18,732 | 1.6% | 1.83% | 199 | -82,889 | -10.19% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 725,530 | 18,602 | 0.1% | 0.11% | 200 | +10,619 | 1.49% | Q1 2026 | May 05, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 724,427 | 18,574 | 2.09% | 2.08% | 201 | +19,357 | 2.75% | Q1 2026 | Apr 16, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 722,603 | 18,527 | 0.23% | 0.24% | 202 | +33,611 | 4.88% | Q1 2026 | May 08, 2026 |
| Downshift Financial, LLC | History | Reduced | 660,502 | 18,466 | 9.56% | 12.33% | 203 | -89,544 | -11.94% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Added to | 712,987 | 18,280 | 0.38% | 0.43% | 204 | +2,472 | 0.35% | Q1 2026 | Apr 13, 2026 |
| Summit Financial Consulting LLC | History | Added to | 712,672 | 18,272 | 13.08% | 5.35% | 205 | +438,870 | 160.29% | Q1 2026 | Apr 10, 2026 |
| MONEYWISE, INC. | History | Reduced | 709,595 | 18,194 | 7.94% | 8.27% | 206 | -29,310 | -3.97% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 691,254 | 17,686 | 3.99% | 4.57% | 207 | -40,120 | -5.49% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 685,095 | 17,565 | 0.01% | 0.01% | 208 | -66,695 | -8.87% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 682,382 | 17,496 | 0.03% | 0.03% | 209 | +12,577 | 1.88% | Q1 2026 | May 14, 2026 |
| BCS Wealth Management | History | Reduced | 678,434 | 17,394 | 3.55% | 3.65% | 210 | -666,366 | -49.55% | Q1 2026 | Apr 17, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 666,106 | 17,078 | 4.11% | 3.94% | 211 | +106,241 | 18.98% | Q1 2026 | Apr 24, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 662,085 | 16,975 | 0.7% | 0.75% | 212 | -8,586 | -1.28% | Q1 2026 | May 12, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 658,631 | 16,887 | 0.94% | 1.11% | 213 | -56,178 | -7.86% | Q1 2026 | May 13, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 616,985 | 16,886 | 3.66% | 3.76% | 214 | +8,561 | 1.41% | Q1 2026 | Apr 16, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 658,461 | 16,883 | 4.33% | 4.14% | 215 | -2,262 | -0.34% | Q1 2026 | Apr 28, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 656,462 | 16,831 | 1.75% | 1.91% | 216 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 619,052 | 15,872 | 0.0% | 0.0% | 217 | +22,331 | 3.74% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 613,359 | 15,726 | 0.56% | 0.6% | 218 | -29,225 | -4.55% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Reduced | 595,053 | 15,257 | 0.04% | 0.05% | 219 | -46,427 | -7.24% | Q1 2026 | May 14, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 594,346 | 15,239 | 9.22% | 9.72% | 220 | -11,988 | -1.98% | Q1 2026 | Apr 22, 2026 |
| Leisure Capital Management | History | Reduced | 578,955 | 14,844 | 5.2% | 5.71% | 221 | -61,790 | -9.64% | Q1 2026 | May 08, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 569,955 | 14,613 | 2.58% | 2.69% | 222 | +18,744 | 3.4% | Q1 2026 | Apr 20, 2026 |
| Leverty Financial Group, LLC | History | Added to | 562,509 | 14,422 | 3.19% | 2.82% | 223 | +123,973 | 28.27% | Q1 2026 | Apr 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 561,495 | 14,396 | 1.59% | 1.82% | 224 | -42,578 | -7.05% | Q1 2026 | Apr 15, 2026 |
| SNS Financial Group, LLC | History | Reduced | 556,304 | 14,263 | 1.23% | 1.81% | 225 | -223,626 | -28.67% | Q1 2026 | Apr 14, 2026 |
| Vivaldi Capital Management LP | History | Added to | 552,463 | 14,165 | 1.96% | 1.99% | 226 | +9,339 | 1.72% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 552,012 | 14,154 | 0.18% | 0.18% | 227 | +23,537 | 4.45% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 551,210 | 14,133 | 0.38% | 0.45% | 228 | +32,374 | 6.24% | Q1 2026 | May 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 546,669 | 14,016 | 1.38% | 1.41% | 229 | +24,492 | 4.69% | Q1 2026 | Apr 27, 2026 |
| Elite Life Management LLC | History | Added to | 482,444 | 13,990 | 17.49% | 21.09% | 230 | +5,294 | 1.11% | Q1 2026 | May 11, 2026 |
| Allen Capital Group, LLC | History | No change | 511,501 | 13,764 | 1.26% | 1.26% | 231 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arnold Financial Planning LLC | History | Added to | 528,506 | 13,550 | 12.66% | 12.59% | 232 | +74,656 | 16.45% | Q1 2026 | Apr 14, 2026 |
| Vise Technologies, Inc. | History | No change | 501,807 | 13,503 | 0.27% | 0.26% | 233 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| May Barnhard Investments LLC | History | Reduced | 526,606 | 13,502 | 6.55% | 6.95% | 234 | -20,110 | -3.68% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 522,948 | 13,408 | 0.37% | 0.4% | 235 | -10,909 | -2.04% | Q1 2026 | May 04, 2026 |
| Caprock Group, LLC | History | Reduced | 519,178 | 13,311 | 0.32% | 0.31% | 236 | -19,777 | -3.67% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 518,164 | 13,285 | 0.45% | 0.45% | 237 | +43,401 | 9.14% | Q1 2026 | Apr 07, 2026 |
| CVA Family Office, LLC | History | Added to | 511,892 | 13,124 | 1.38% | 1.57% | 238 | +5,169 | 1.02% | Q1 2026 | Apr 29, 2026 |
| Strategic Equity Management | History | Reduced | 511,149 | 13,105 | 4.93% | 5.64% | 239 | -106,966 | -17.31% | Q1 2026 | Apr 21, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 504,421 | 12,933 | 6.11% | 6.41% | 240 | -7,891 | -1.54% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 472,233 | 12,690 | 0.08% | 0.11% | 241 | -107,113 | -18.49% | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 484,258 | 12,416 | 0.54% | 0.51% | 242 | +16,897 | 3.62% | Q1 2026 | May 06, 2026 |
| Envision Financial LLC | History | Reduced | 481,592 | 12,348 | 6.64% | 6.93% | 243 | -5,808 | -1.19% | Q1 2026 | Apr 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 471,088 | 12,078 | 0.62% | 0.62% | 244 | +30,382 | 6.89% | Q1 2026 | Apr 15, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Reduced | 467,675 | 11,991 | 2.91% | 3.04% | 245 | -764 | -0.16% | Q1 2026 | May 12, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 466,364 | 11,957 | 5.27% | 5.65% | 246 | -24,385 | -4.97% | Q1 2026 | May 05, 2026 |
| American Money Management, LLC | History | Added to | 465,050 | 11,923 | 1.89% | 1.9% | 247 | +15,515 | 3.45% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 463,946 | 11,895 | 0.03% | 0.03% | 248 | +67,611 | 17.06% | Q1 2026 | May 04, 2026 |
| SCS Capital Management LLC | History | Added to | 460,470 | 11,806 | 0.13% | 0.13% | 249 | +39 | 0.01% | Q1 2026 | May 11, 2026 |
| Enclave Advisors LLC | History | Added to | 454,701 | 11,658 | 1.6% | 1.73% | 250 | +1,418 | 0.31% | Q1 2026 | Apr 13, 2026 |
| Payne Capital LLC | History | Added to | 453,237 | 11,621 | 10.67% | 3.83% | 251 | +313,605 | 224.59% | Q1 2026 | Apr 20, 2026 |
| LongView Wealth Management | History | Reduced | 418,104 | 11,443 | 2.87% | 2.81% | 252 | -5,816 | -1.37% | Q1 2026 | Apr 15, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 446,063 | 11,437 | 3.52% | 3.88% | 253 | -12,818 | -2.79% | Q1 2026 | May 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 445,910 | 11,433 | 0.27% | 0.3% | 254 | -11,198 | -2.45% | Q1 2026 | May 15, 2026 |
| K2 Financial Inc. | History | Added to | 405,472 | 11,369 | 8.27% | 8.02% | 255 | +24,860 | 6.53% | Q1 2026 | Apr 28, 2026 |
| Frisco Financial Planning LLC | History | Added to | 443,360 | 11,367 | 9.38% | 9.93% | 256 | +1,739 | 0.39% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 442,732 | 11,352 | 0.17% | 0.07% | 257 | +263,051 | 146.4% | Q1 2026 | May 01, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 440,537 | 11,295 | 2.94% | 3.35% | 258 | -4,985 | -1.12% | Q1 2026 | May 11, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Added to | 434,250 | 11,134 | 11.54% | 11.55% | 259 | +4,959 | 1.16% | Q1 2026 | Apr 09, 2026 |
| Farrell Financial LLC | History | Added to | 432,743 | 11,095 | 6.63% | 6.86% | 260 | +339 | 0.08% | Q1 2026 | Apr 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 428,054 | 10,975 | 2.88% | 2.62% | 261 | -8,624 | -1.97% | Q1 2026 | May 11, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 424,237 | 10,877 | 4.59% | 4.67% | 262 | +12,509 | 3.04% | Q1 2026 | Apr 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 423,120 | 10,848 | 0.34% | 0.41% | 263 | +913 | 0.22% | Q1 2026 | May 07, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 421,792 | 10,814 | 11.09% | 11.51% | 264 | +6,451 | 1.55% | Q1 2026 | May 13, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 421,757 | 10,813 | 5.09% | 5.27% | 265 | -9,237 | -2.14% | Q1 2026 | May 12, 2026 |
| CAP Partners, LLC | History | Added to | 417,005 | 10,692 | 6.04% | 6.0% | 266 | +23,420 | 5.95% | Q1 2026 | Apr 28, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 413,626 | 10,605 | 1.38% | 1.36% | 267 | -17,114 | -3.97% | Q1 2026 | Apr 10, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 411,225 | 10,543 | 2.09% | 6.73% | 268 | -775,335 | -65.34% | Q1 2026 | Apr 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 410,899 | 10,535 | 0.05% | 0.03% | 269 | +35,661 | 9.5% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Added to | 409,360 | 10,496 | 1.29% | 1.3% | 270 | +22,200 | 5.73% | Q1 2026 | Apr 17, 2026 |
| PFG Advisors | History | Added to | 408,690 | 10,478 | 0.51% | 0.5% | 271 | +27,029 | 7.08% | Q1 2026 | May 05, 2026 |
| MBA Advisors LLC | History | Added to | 405,467 | 10,396 | 3.99% | 4.33% | 272 | +6,522 | 1.63% | Q1 2026 | Apr 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 404,108 | 10,361 | 3.71% | 4.01% | 273 | -16,480 | -3.92% | Q1 2026 | Apr 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 403,164 | 10,337 | 0.17% | 0.19% | 274 | -22,782 | -5.35% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 391,178 | 10,029 | 0.28% | 0.32% | 275 | -100,533 | -20.45% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 388,600 | 9,963 | 0.19% | 0.21% | 276 | -7,345 | -1.86% | Q1 2026 | Apr 14, 2026 |
| Global Endowment Management, LP | History | Added to | 387,945 | 9,947 | 1.11% | 1.22% | 277 | +24,058 | 6.61% | Q1 2026 | May 14, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 384,951 | 9,870 | 1.9% | 2.03% | 278 | +10,612 | 2.83% | Q1 2026 | May 07, 2026 |
| Balance Wealth, LLC | History | Reduced | 382,254 | 9,800 | 3.04% | 4.55% | 279 | -144,442 | -27.42% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 377,338 | 9,674 | 0.16% | 0.19% | 280 | -21,634 | -5.42% | Q1 2026 | Apr 22, 2026 |
| Asset Dedication, LLC | History | No change | 355,323 | 9,561 | 0.63% | 0.63% | 281 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Squared Financial LLC | History | Reduced | 372,118 | 9,541 | 7.29% | 7.84% | 282 | -1,518 | -0.41% | Q1 2026 | May 01, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 369,994 | 9,486 | 4.52% | 5.35% | 283 | -32,410 | -8.05% | Q1 2026 | May 01, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 366,624 | 9,400 | 1.14% | 1.23% | 284 | +3,726 | 1.03% | Q1 2026 | Apr 08, 2026 |
| Farnam Financial LLC | History | Reduced | 364,892 | 9,355 | 7.7% | 8.46% | 285 | -52,647 | -12.61% | Q1 2026 | Apr 27, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 334,399 | 9,349 | 3.71% | 3.5% | 286 | +4,360 | 1.32% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Added to | 363,701 | 9,326 | 0.03% | 0.03% | 287 | +19,671 | 5.72% | Q1 2026 | May 13, 2026 |
| Attessa Capital LLC | History | Reduced | 362,110 | 9,284 | 5.05% | 5.48% | 288 | -10,705 | -2.87% | Q1 2026 | Apr 07, 2026 |
| Legacy Private Trust Co. | History | Added to | 361,265 | 9,262 | 0.57% | 0.56% | 289 | +8,742 | 2.48% | Q1 2026 | Apr 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 356,282 | 9,135 | 0.02% | 0.02% | 290 | +442 | 0.12% | Q1 2026 | May 01, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 354,275 | 9,083 | 1.12% | 1.17% | 291 | -2,861 | -0.8% | Q1 2026 | Apr 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 353,258 | 9,057 | 0.23% | 0.25% | 292 | -2,265 | -0.64% | Q1 2026 | Apr 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 347,632 | 8,913 | 0.18% | 0.23% | 293 | -78,742 | -18.47% | Q1 2026 | May 15, 2026 |
| Lee Financial Co | History | Reduced | 344,613 | 8,835 | 1.25% | 1.29% | 294 | -10,586 | -2.98% | Q1 2026 | Apr 13, 2026 |
| Gradient Investments LLC | History | Added to | 342,348 | 8,777 | 0.14% | 0.13% | 295 | +31,513 | 10.14% | Q1 2026 | Apr 13, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 342,298 | 8,776 | 1.13% | 1.2% | 296 | -12,138 | -3.42% | Q1 2026 | May 07, 2026 |
| AlphaCore Capital LLC | History | Reduced | 340,280 | 8,724 | 0.21% | 0.21% | 297 | -8,840 | -2.53% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 338,441 | 8,677 | 2.59% | 2.71% | 298 | +2,884 | 0.86% | Q1 2026 | May 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 336,094 | 8,604 | 1.13% | 1.2% | 299 | +13,598 | 4.22% | Q1 2026 | Apr 28, 2026 |
| Consilium Wealth Advisory, LLC | History | Reduced | 335,208 | 8,594 | 2.93% | 3.52% | 300 | -18,908 | -5.34% | Q1 2026 | Apr 20, 2026 |