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.
Details.
Showing first 300 of
1,616 rows for faster page load.
Load all rows.
Rows: 0
| 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 | No change | 172,215,422 | 5,068,299 | 5.53% | 5.53% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 81,513,814 | 2,398,951 | 1.4% | 1.4% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 38,698,661 | 1,138,901 | 8.43% | 8.43% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 37,819,350 | 1,113,023 | 0.59% | 0.59% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBK Sorce Advisory LLC | History | No change | 35,214,246 | 1,069,104 | 20.27% | 20.27% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 32,299,151 | 950,564 | 0.84% | 0.84% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 28,627,429 | 842,505 | 1.42% | 1.42% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 23,002,052 | 676,950 | 37.5% | 37.5% | 8 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 20,363,006 | 599,283 | 0.92% | 0.92% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Enterprises, LLC | History | No change | 18,816,940 | 553,782 | 26.79% | 26.79% | 10 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cerity Partners LLC | History | No change | 18,504,081 | 544,577 | 0.66% | 0.66% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 13,950,292 | 410,557 | 0.4% | 0.4% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 12,808,366 | 376,950 | 29.03% | 29.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jupiter Topco LLC | History | No change | 12,782,146 | 376,178 | 0.15% | 0.15% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 11,231,423 | 334,022 | 0.56% | 0.56% | 15 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| McAdam, LLC | History | No change | 10,922,591 | 321,451 | 12.42% | 12.42% | 16 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,429,473 | 306,939 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 10,313,474 | 303,525 | 0.32% | 0.32% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Norinchukin Bank, The | History | No change | 10,180,000 | 299,597 | 2.92% | 2.92% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 9,978,048 | 293,653 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,672,309 | 284,656 | 0.35% | 0.35% | 21 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MORGAN STANLEY | History | No change | 8,847,214 | 260,373 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 8,704,919 | 256,185 | 2.48% | 2.48% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 8,562,609 | 251,997 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fund Evaluation Group, LLC | History | No change | 8,405,541 | 247,375 | 6.68% | 6.68% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JMG Financial Group, Ltd. | History | No change | 8,334,300 | 245,278 | 5.93% | 5.93% | 26 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 7,904,940 | 232,642 | 19.74% | 19.74% | 27 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 7,813,084 | 229,939 | 1.07% | 1.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,460,996 | 223,829 | 1.58% | 1.36% | 29 | +1,521,618 | 25.62% | Q3 2026 | Oct 08, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 7,333,245 | 215,817 | 1.61% | 1.61% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 6,835,181 | 205,055 | 5.12% | 1.62% | 31 | +4,743,566 | 226.79% | Q3 2026 | Oct 07, 2026 |
| ASSETMARK, INC | History | No change | 6,626,112 | 195,006 | 0.34% | 0.34% | 32 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Corient Private Wealth LP | History | No change | 6,026,096 | 177,347 | 0.25% | 0.25% | 33 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 5,492,353 | 161,639 | 1.18% | 1.18% | 34 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apriem Advisors | History | No change | 5,419,045 | 159,482 | 13.81% | 13.81% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | No change | 5,365,862 | 157,917 | 29.24% | 29.24% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 5,266,972 | 155,006 | 17.25% | 17.25% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 4,853,947 | 142,851 | 16.55% | 16.55% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | No change | 5,054,516 | 139,444 | 0.41% | 0.41% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orgel Wealth Management, LLC | History | No change | 4,658,623 | 137,103 | 2.6% | 2.6% | 40 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,515,858 | 132,901 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,524,404 | 130,431 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,324,345 | 127,265 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Charles Schwab Trust Co | History | No change | 4,238,294 | 124,732 | 6.96% | 6.96% | 44 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BlackRock, Inc. | History | No change | 4,231,409 | 124,530 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FSA Investment Group, LLC | History | Added to | 4,079,255 | 122,377 | 38.96% | 38.79% | 46 | +21,159 | 0.52% | Q3 2026 | Oct 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 4,135,021 | 121,693 | 12.53% | 12.53% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steele Capital Management, Inc. | History | No change | 4,110,047 | 121,070 | 4.46% | 4.46% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,967,273 | 116,756 | 0.76% | 0.76% | 49 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 3,709,621 | 109,174 | 5.08% | 5.08% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 3,695,022 | 108,744 | 14.22% | 14.22% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 3,567,346 | 104,986 | 12.71% | 12.71% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,508,251 | 103,249 | 0.12% | 0.12% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,438,152 | 100,428 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | No change | 3,349,904 | 98,587 | 30.48% | 30.48% | 55 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | No change | 3,325,591 | 97,870 | 0.1% | 0.1% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 3,302,982 | 97,206 | 1.07% | 1.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HB Wealth Management, LLC | History | No change | 3,146,255 | 92,594 | 0.52% | 0.52% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,142,065 | 92,470 | 0.35% | 0.35% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Curi Capital, LLC | History | No change | 3,116,813 | 91,727 | 1.41% | 1.41% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,915,059 | 85,790 | 0.59% | 0.59% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,883,294 | 84,853 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 2,849,825 | 83,870 | 4.71% | 4.71% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,840,786 | 83,604 | 0.46% | 0.46% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,837,324 | 83,502 | 0.19% | 0.19% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,810,536 | 82,714 | 0.3% | 0.3% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 2,684,047 | 79,528 | 10.06% | 10.06% | 67 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 2,679,586 | 78,860 | 1.49% | 1.49% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Standpoint Asset Management, LLC | History | No change | 2,564,300 | 75,467 | 15.82% | 15.82% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewSquare Capital LLC | History | No change | 2,448,108 | 72,047 | 5.33% | 5.33% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CacheTech Inc. | History | No change | 2,417,905 | 71,158 | 11.52% | 11.52% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Berger Financial Group, Inc | History | No change | 2,326,585 | 68,471 | 3.5% | 3.5% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alliance Wealth Management Group | History | No change | 2,222,715 | 65,414 | 12.73% | 12.73% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Towercrest Capital Management | History | No change | 2,222,715 | 65,414 | 9.12% | 9.12% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Adams Wealth Management | History | No change | 2,205,832 | 64,917 | 12.43% | 12.43% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Wealth Management, LLC | History | No change | 2,158,489 | 63,524 | 3.32% | 3.32% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 2,110,527 | 62,112 | 6.9% | 6.9% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 2,101,313 | 61,841 | 7.25% | 7.25% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Management Professionals, Inc. | History | No change | 2,059,466 | 60,607 | 5.75% | 5.75% | 79 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Modern Wealth Management, LLC | History | No change | 2,055,084 | 60,481 | 0.72% | 0.72% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,977,125 | 58,186 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 1,949,461 | 57,372 | 0.73% | 0.73% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Scarborough Advisors, LLC | History | No change | 1,938,737 | 56,630 | 6.5% | 6.5% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Red Door Wealth Management, LLC | History | No change | 1,920,120 | 56,509 | 5.16% | 5.16% | 84 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 1,926,721 | 56,048 | 1.12% | 1.12% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,890,475 | 55,636 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 1,890,085 | 55,625 | 0.71% | 0.71% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bangor Savings Bank | History | Reduced | 1,840,777 | 55,223 | 4.21% | 4.51% | 88 | -242,304 | -11.63% | Q3 2026 | Oct 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,869,009 | 55,004 | 3.44% | 3.44% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 1,863,107 | 54,831 | 3.36% | 3.36% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Visionary Wealth Advisors | History | No change | 1,845,188 | 54,303 | 2.14% | 2.14% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RKL Wealth Management LLC | History | No change | 1,839,227 | 54,128 | 4.31% | 4.31% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,820,534 | 53,596 | 0.3% | 0.3% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,819,857 | 53,558 | 0.72% | 0.72% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 1,806,061 | 53,152 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richardson Capital Management LLC | History | No change | 1,791,575 | 52,726 | 22.53% | 22.53% | 96 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 1,766,011 | 51,973 | 6.4% | 6.4% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Courage Miller Partners, LLC | History | No change | 1,731,183 | 50,948 | 13.44% | 13.44% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | No change | 1,695,460 | 49,897 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDELIS iM, LLC | History | No change | 1,620,780 | 47,699 | 16.27% | 16.27% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | No change | 1,613,952 | 47,498 | 23.72% | 23.72% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortis Capital Management LLC | History | No change | 1,582,395 | 46,569 | 5.21% | 5.21% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,581,714 | 46,549 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 1,562,090 | 45,972 | 12.91% | 12.91% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 1,559,413 | 45,893 | 8.78% | 8.78% | 105 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FMR LLC | History | No change | 1,557,230 | 45,829 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | Added to | 1,449,840 | 44,365 | 0.56% | 0.04% | 107 | +1,342,936 | 1256.21% | Q3 2026 | Oct 08, 2026 |
| Matrix Trust Co | History | Reduced | 1,463,791 | 43,914 | 6.39% | 6.25% | 108 | -1,027 | -0.07% | Q3 2026 | Oct 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,481,699 | 43,606 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 1,467,168 | 43,178 | 0.25% | 0.25% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,463,705 | 43,076 | 0.96% | 0.96% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D.B. Root & Company, LLC | History | No change | 1,450,411 | 42,685 | 9.07% | 9.07% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 1,434,875 | 42,515 | 2.23% | 2.23% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| World Investment Advisors | History | No change | 1,646,061 | 42,297 | 0.7% | 0.7% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 1,434,461 | 42,216 | 3.97% | 3.97% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | No change | 1,428,237 | 42,033 | 7.93% | 7.93% | 116 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 1,421,890 | 41,846 | 12.83% | 12.83% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,418,231 | 41,738 | 0.87% | 0.87% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,414,749 | 41,636 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 1,407,284 | 41,416 | 13.58% | 13.58% | 120 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,384,788 | 40,754 | 0.2% | 0.2% | 121 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,375,086 | 40,468 | 0.43% | 0.43% | 122 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sherwood Financial Partners, LLC | History | No change | 1,369,520 | 40,304 | 32.44% | 32.44% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 1,354,713 | 39,869 | 1.13% | 1.13% | 124 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,332,666 | 39,220 | 2.52% | 2.52% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,323,557 | 38,952 | 14.36% | 14.36% | 126 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,317,599 | 38,776 | 0.61% | 0.61% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management LLC | History | No change | 1,311,273 | 38,590 | 1.26% | 1.26% | 128 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ashford Advisors, LLC | History | No change | 1,297,442 | 38,183 | 7.88% | 7.88% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | No change | 1,275,098 | 37,526 | 0.14% | 0.14% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gleason Group, Inc. | History | No change | 1,264,394 | 37,211 | 3.25% | 3.25% | 131 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BALLAST ADVISORS LLC | History | No change | 1,259,742 | 37,074 | 8.83% | 8.83% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,253,083 | 36,878 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 1,243,602 | 36,599 | 4.12% | 4.12% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | No change | 1,243,601 | 36,599 | 14.97% | 14.97% | 135 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | No change | 1,243,751 | 36,454 | 17.2% | 17.2% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 1,421,061 | 36,435 | 3.13% | 3.13% | 137 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,218,806 | 35,869 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 1,198,819 | 35,281 | 2.09% | 2.09% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Powers Advisory Group, LLC | History | No change | 1,198,097 | 35,260 | 11.05% | 11.05% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,193,627 | 35,128 | 2.64% | 2.64% | 141 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 1,142,534 | 33,624 | 13.36% | 13.36% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| True Freedom Investing, LLC | History | No change | 1,309,369 | 33,572 | 2.63% | 2.63% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,137,077 | 33,464 | 0.28% | 0.28% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gordian Advisors LLC | History | No change | 1,098,792 | 32,337 | 19.02% | 19.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Embree Financial Group | History | No change | 1,076,820 | 31,690 | 3.17% | 3.17% | 146 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Provident Wealth Management, LLC | History | No change | 1,065,680 | 31,362 | 8.07% | 8.07% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 1,053,827 | 31,014 | 0.45% | 0.45% | 148 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Csenge Advisory Group | History | No change | 1,040,628 | 30,625 | 1.24% | 1.24% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ethos Financial Group, LLC | History | No change | 1,046,192 | 30,140 | 2.02% | 2.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 1,022,937 | 30,105 | 3.94% | 3.94% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 1,003,234 | 29,525 | 11.17% | 11.17% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,001,568 | 29,476 | 6.37% | 6.37% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Athena Investment Management | History | No change | 979,866 | 28,837 | 17.1% | 17.1% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Destination Wealth Management | History | No change | 975,922 | 28,721 | 0.67% | 0.67% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 971,610 | 28,594 | 2.1% | 2.1% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 957,478 | 28,178 | 0.7% | 0.7% | 157 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 950,604 | 27,976 | 7.69% | 7.69% | 158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Essex LLC | History | No change | 946,412 | 27,852 | 4.23% | 4.23% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GEN Financial Management, INC. | History | No change | 936,352 | 27,556 | 16.49% | 16.49% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | No change | 934,822 | 27,511 | 0.3% | 0.3% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 925,284 | 27,231 | 0.12% | 0.12% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 904,481 | 26,618 | 4.73% | 4.73% | 163 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lutz Financial Services LLC | History | No change | 902,154 | 26,550 | 1.62% | 1.62% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 899,798 | 26,481 | 1.64% | 1.64% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Allocation Strategies LLC | History | No change | 889,541 | 26,179 | 4.03% | 4.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 881,010 | 25,928 | 1.15% | 1.15% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alpha Zero LLC | History | No change | 875,489 | 25,923 | 9.83% | 9.83% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 879,414 | 25,881 | 6.67% | 6.67% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Investors Research Corp | History | Added to | 851,421 | 25,542 | 4.49% | 4.11% | 170 | +70,477 | 9.02% | Q3 2026 | Oct 07, 2026 |
| Bell Investment Advisors, Inc | History | No change | 866,847 | 25,511 | 3.75% | 3.75% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 832,529 | 24,975 | 9.75% | 9.54% | 172 | +6,267 | 0.76% | Q3 2026 | Oct 09, 2026 |
| Ancora Advisors LLC | History | No change | 842,583 | 24,797 | 0.48% | 0.48% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 836,969 | 24,632 | 0.19% | 0.19% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WBH ADVISORY INC | History | No change | 835,375 | 24,585 | 1.65% | 1.65% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Canal Capital Management, LLC | History | No change | 825,700 | 24,300 | 2.97% | 2.97% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 808,937 | 24,268 | 4.12% | 4.04% | 177 | +2,800 | 0.35% | Q3 2026 | Oct 07, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 817,494 | 24,058 | 1.62% | 1.62% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| White & Co Financial Planning Inc | History | No change | 815,684 | 24,005 | 14.87% | 14.87% | 179 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 812,249 | 23,904 | 0.46% | 0.46% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abound Wealth Management | History | No change | 808,077 | 23,781 | 4.72% | 4.72% | 181 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 778,611 | 23,638 | 14.08% | 14.08% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Family Legacy Financial Solutions, LLC | History | Added to | 784,296 | 23,528 | 13.62% | 13.63% | 183 | +24,650 | 3.24% | Q3 2026 | Oct 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 795,359 | 23,407 | 0.29% | 0.29% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 794,508 | 23,382 | 9.73% | 9.73% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 787,200 | 23,167 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Black Diamond Financial, LLC | History | No change | 783,753 | 23,065 | 2.03% | 2.03% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 779,637 | 22,944 | 2.98% | 2.98% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 776,436 | 22,850 | 1.77% | 1.77% | 189 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 775,110 | 22,811 | 2.84% | 2.84% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 773,669 | 22,769 | 0.72% | 0.72% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 759,474 | 22,351 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 756,568 | 22,265 | 0.4% | 0.4% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tortoise Investment Management, LLC | History | No change | 737,656 | 21,709 | 1.62% | 1.62% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MCF Advisors LLC | History | No change | 734,780 | 21,624 | 0.77% | 0.77% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 724,506 | 21,322 | 2.13% | 2.13% | 196 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 723,095 | 21,280 | 0.27% | 0.27% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 713,455 | 20,996 | 3.99% | 3.99% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONEYWISE, INC. | History | No change | 712,622 | 20,972 | 7.82% | 7.82% | 199 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | No change | 705,251 | 20,755 | 0.13% | 0.13% | 200 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Planning, LLC | History | No change | 685,039 | 20,160 | 4.66% | 4.66% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BCS Wealth Management | History | No change | 679,092 | 19,985 | 3.6% | 3.6% | 202 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 675,879 | 19,891 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 671,664 | 19,767 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 665,812 | 19,594 | 0.09% | 0.09% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 665,051 | 19,572 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| L2 Asset Management, LLC | History | No change | 659,727 | 19,415 | 2.02% | 2.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Winthrop Capital Management, LLC | History | No change | 657,605 | 19,353 | 4.67% | 4.67% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 656,462 | 19,319 | 1.83% | 1.83% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 655,172 | 19,281 | 0.7% | 0.7% | 210 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Equitable Holdings, Inc. | History | No change | 640,469 | 18,849 | 0.11% | 0.11% | 211 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 634,091 | 18,661 | 1.58% | 1.58% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 633,291 | 18,637 | 1.84% | 1.84% | 213 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Jacobi Capital Management LLC | History | No change | 630,971 | 18,569 | 0.91% | 0.91% | 214 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 629,517 | 18,514 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 620,591 | 18,263 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truepoint, Inc. | History | No change | 620,573 | 18,263 | 0.38% | 0.38% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Financial Network, Inc. | History | No change | 611,089 | 17,984 | 0.56% | 0.56% | 218 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 609,653 | 17,942 | 0.28% | 0.28% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 599,762 | 17,758 | 3.55% | 3.55% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Leverty Financial Group, LLC | History | Added to | 590,174 | 17,705 | 3.23% | 3.3% | 221 | +13,627 | 2.36% | Q3 2026 | Oct 08, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 592,426 | 17,435 | 9.59% | 9.59% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 581,404 | 17,110 | 2.18% | 2.18% | 223 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 575,233 | 16,929 | 5.53% | 5.53% | 224 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 574,588 | 16,910 | 2.57% | 2.57% | 225 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 557,918 | 16,420 | 0.19% | 0.19% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Downshift Financial, LLC | History | No change | 555,541 | 16,349 | 7.34% | 7.34% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arnold Financial Planning LLC | History | No change | 553,571 | 16,291 | 12.15% | 12.15% | 228 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 551,255 | 16,223 | 0.34% | 0.34% | 229 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 550,784 | 16,209 | 1.4% | 1.4% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Caprock Group, LLC | History | No change | 530,918 | 15,624 | 0.3% | 0.3% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allen Capital Group, LLC | History | No change | 530,430 | 15,610 | 1.27% | 1.27% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 526,936 | 15,507 | 3.28% | 3.28% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GTS FINANCIAL, LLC | History | No change | 628,616 | 15,363 | 11.2% | 11.2% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 515,189 | 15,162 | 0.17% | 0.17% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | No change | 507,745 | 14,942 | 0.38% | 0.38% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 507,326 | 14,930 | 0.59% | 0.59% | 237 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 496,766 | 14,903 | 0.43% | 0.47% | 238 | -45,762 | -8.43% | Q3 2026 | Oct 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 502,776 | 14,797 | 0.2% | 0.2% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial Consulting LLC | History | No change | 502,683 | 14,793 | 10.04% | 10.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Councilor Wealth, LLC | History | Reduced | 492,486 | 14,774 | 6.09% | 6.2% | 241 | -28,342 | -5.44% | Q3 2026 | Oct 09, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 499,222 | 14,692 | 6.2% | 6.2% | 242 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CVA Family Office, LLC | History | No change | 498,019 | 14,656 | 1.33% | 1.33% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elite Life Management LLC | History | No change | 480,523 | 14,588 | 17.08% | 17.08% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 490,607 | 14,438 | 0.69% | 0.69% | 245 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 474,745 | 13,971 | 5.28% | 5.28% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American Money Management, LLC | History | No change | 473,160 | 13,925 | 1.99% | 1.99% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 467,675 | 13,763 | 3.0% | 3.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Endowment Management, LP | History | No change | 465,798 | 13,708 | 1.39% | 1.39% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 463,013 | 13,626 | 0.29% | 0.29% | 250 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IHT Wealth Management, LLC | History | No change | 457,932 | 13,476 | 0.29% | 0.29% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Enclave Advisors LLC | History | No change | 456,688 | 13,440 | 1.7% | 1.7% | 252 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 454,027 | 13,362 | 2.38% | 2.38% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Equity Management | History | No change | 452,692 | 13,322 | 4.47% | 4.47% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IEQ CAPITAL, LLC | History | No change | 446,768 | 13,148 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Morling Financial Advisors, LLC | History | No change | 445,652 | 13,115 | 3.64% | 3.64% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Advisors | History | No change | 437,209 | 12,867 | 0.65% | 0.65% | 257 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAP Partners, LLC | History | No change | 435,396 | 12,813 | 6.27% | 6.27% | 258 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 435,333 | 12,811 | 2.83% | 2.83% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | No change | 433,561 | 12,759 | 11.77% | 11.77% | 260 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Farrell Financial LLC | History | No change | 433,179 | 12,748 | 6.89% | 6.89% | 261 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 431,498 | 12,698 | 0.15% | 0.15% | 262 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Frisco Financial Planning LLC | History | Reduced | 423,211 | 12,696 | 9.88% | 9.55% | 263 | -7,391 | -1.72% | Q3 2026 | Oct 05, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 429,373 | 12,636 | 2.94% | 2.94% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 420,327 | 12,609 | 0.35% | 0.34% | 265 | -2,899 | -0.68% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 427,521 | 12,581 | 0.08% | 0.08% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ballast Financial Advisors LLC | History | No change | 427,141 | 12,570 | 11.38% | 11.38% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guardian Financial Partners, LLC | History | No change | 420,492 | 12,375 | 4.82% | 4.82% | 268 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LongView Wealth Management | History | No change | 418,242 | 12,308 | 3.16% | 3.16% | 269 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 416,791 | 12,266 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 414,073 | 12,186 | 5.24% | 5.24% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 413,829 | 12,178 | 0.12% | 0.12% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 412,375 | 12,136 | 1.26% | 1.26% | 273 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Envision Financial LLC | History | No change | 411,698 | 12,116 | 5.58% | 5.58% | 274 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| United Advisor Group, LLC | History | No change | 407,165 | 11,982 | 1.26% | 1.26% | 275 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| K2 Financial Inc. | History | No change | 401,944 | 11,917 | 8.41% | 8.41% | 276 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MBA Advisors LLC | History | No change | 402,297 | 11,839 | 3.99% | 3.99% | 277 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 388,172 | 11,645 | 3.27% | 3.46% | 278 | -4,793 | -1.22% | Q3 2026 | Oct 07, 2026 |
| Balance Wealth Partners LLC | History | No change | 386,171 | 11,365 | 3.02% | 3.02% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 383,403 | 11,283 | 1.85% | 1.85% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 377,760 | 11,117 | 0.18% | 0.18% | 281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Squared Financial LLC | History | No change | 373,215 | 10,983 | 7.18% | 7.18% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aprio Wealth Management, LLC | History | No change | 371,227 | 10,925 | 0.54% | 0.54% | 283 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NorthRock Partners, LLC | History | No change | 371,161 | 10,923 | 0.16% | 0.16% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 369,141 | 10,863 | 4.54% | 4.54% | 285 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Payne Capital LLC | History | No change | 368,774 | 10,853 | 9.04% | 9.04% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 367,832 | 10,825 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Private Trust Co. | History | Added to | 360,828 | 10,824 | 0.59% | 0.59% | 288 | +111 | 0.03% | Q3 2026 | Oct 06, 2026 |
| Attessa Capital LLC | History | Reduced | 354,174 | 10,625 | 4.56% | 4.71% | 289 | -2,438 | -0.68% | Q3 2026 | Oct 08, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 360,461 | 10,608 | 0.2% | 0.2% | 290 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AlphaCore Capital LLC | History | No change | 359,222 | 10,571 | 0.19% | 0.19% | 291 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 348,460 | 10,453 | 1.14% | 1.13% | 292 | -4,111 | -1.17% | Q3 2026 | Oct 09, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 353,563 | 10,400 | 1.19% | 1.19% | 293 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 353,163 | 10,393 | 3.08% | 3.08% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 406,763 | 10,263 | 1.8% | 1.8% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Range Advisory, LLC | History | No change | 342,350 | 10,075 | 1.2% | 1.2% | 296 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Lee Financial Co | History | No change | 340,795 | 10,029 | 1.28% | 1.28% | 297 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 340,698 | 10,026 | 2.66% | 2.66% | 298 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Asset Dedication, LLC | History | No change | 339,919 | 10,003 | 0.63% | 0.63% | 299 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Compass Financial Group, INC/SD | History | No change | 338,499 | 9,962 | 1.14% | 1.14% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |