SCHWAB STRATEGIC TRUST - SCHZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 13,282,650 | 307,626 | 0.02% | 0.02% | 1 | +694,430 | 5.52% | Q1 2026 | May 13, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 9,693,597 | 225,085 | 20.23% | 19.47% | 2 | +735,662 | 8.21% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 7,710,661 | 179,041 | 4.92% | 4.87% | 3 | +263,321 | 3.54% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,469,090 | 150,234 | 0.03% | 0.03% | 4 | +101,118 | 1.59% | Q1 2026 | May 15, 2026 |
| Charles Schwab Trust Co | History | Added to | 6,414,972 | 148,955 | 9.66% | 9.55% | 5 | +199,784 | 3.21% | Q1 2026 | Apr 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 5,413,829 | 125,709 | 0.26% | 0.24% | 6 | +17,378 | 0.32% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 4,789,548 | 111,213 | 0.29% | 0.25% | 7 | +767,142 | 19.07% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,491,138 | 104,284 | 0.11% | 0.11% | 8 | +373,196 | 9.06% | Q1 2026 | May 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 3,320,799 | 77,108 | 7.5% | 6.16% | 9 | +377,186 | 12.81% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,294,468 | 76,497 | 0.02% | 0.02% | 10 | +969,715 | 41.71% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,131,198 | 72,706 | 0.01% | 0.01% | 11 | -617,498 | -16.47% | Q1 2026 | May 15, 2026 |
| RATIONAL ADVISORS, INC. | History | New | 3,076,262 | 71,430 | 7.29% | — | 12 | +3,076,262 | New | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 2,273,858 | 52,798 | 0.0% | 0.0% | 13 | +1,282,095 | 129.27% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,192,525 | 50,910 | 0.1% | 0.13% | 14 | -1,759,012 | -44.51% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Added to | 2,156,252 | 50,068 | 0.06% | 0.06% | 15 | +19,868 | 0.93% | Q1 2026 | May 13, 2026 |
| Pioneer Wealth Management Group | History | Added to | 1,999,801 | 46,435 | 13.02% | 12.87% | 16 | +185,543 | 10.23% | Q1 2026 | Apr 08, 2026 |
| McAdam, LLC | History | Added to | 1,990,840 | 46,227 | 2.08% | 2.05% | 17 | +74,795 | 3.9% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,897,393 | 43,741 | 0.02% | 0.02% | 18 | +414,517 | 27.95% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 1,790,371 | 41,572 | 0.06% | 0.02% | 19 | +1,168,645 | 187.97% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,767,932 | 41,051 | 0.04% | 0.04% | 20 | +115,427 | 6.98% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 1,635,135 | 37,967 | 0.32% | 0.19% | 21 | +749,222 | 84.57% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,617,419 | 37,556 | 1.18% | 1.07% | 22 | +175,475 | 12.17% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,603,152 | 37,225 | 0.36% | 0.71% | 23 | -1,514,810 | -48.58% | Q1 2026 | May 08, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 1,570,095 | 36,457 | 24.31% | 23.92% | 24 | +101,962 | 6.95% | Q1 2026 | Apr 17, 2026 |
| Destination Wealth Management | History | Reduced | 1,555,452 | 36,117 | 0.94% | 1.19% | 25 | -390,324 | -20.06% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,516,289 | 35,208 | 0.4% | 0.41% | 26 | -35,260 | -2.27% | Q1 2026 | Apr 20, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 1,500,574 | 34,843 | 10.85% | 10.65% | 27 | +22,821 | 1.54% | Q1 2026 | Apr 29, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 1,421,006 | 33,065 | 4.54% | 4.9% | 28 | +31,838 | 2.29% | Q1 2026 | Apr 28, 2026 |
| KilterHowling LLC | History | Added to | 1,344,150 | 31,211 | 15.74% | 14.88% | 29 | +87,706 | 6.98% | Q1 2026 | May 12, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 1,326,270 | 30,795 | 18.62% | 18.0% | 30 | +74,723 | 5.97% | Q1 2026 | Apr 17, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 1,294,961 | 30,069 | 5.76% | 5.64% | 31 | +23,715 | 1.87% | Q1 2026 | Apr 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,249,930 | 29,023 | 0.0% | 0.0% | 32 | +66,647 | 5.63% | Q1 2026 | May 15, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 1,235,661 | 28,692 | 7.18% | 6.76% | 33 | +83,583 | 7.25% | Q1 2026 | Apr 28, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,219,890 | 28,252 | 0.48% | 0.5% | 34 | +40,655 | 3.45% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,209,030 | 28,073 | 0.45% | 0.47% | 35 | +23,243 | 1.96% | Q1 2026 | May 15, 2026 |
| Plum Street Advisors, LLC | History | Added to | 1,198,403 | 27,826 | 9.64% | 9.41% | 36 | +67,462 | 5.97% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,167,596 | 27,111 | 0.04% | 0.04% | 37 | +89,893 | 8.34% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 1,116,835 | 26,100 | 1.94% | 1.94% | 38 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LPL Financial LLC | History | Added to | 1,094,775 | 25,420 | 0.01% | 0.01% | 39 | +252,137 | 29.92% | Q1 2026 | May 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 1,064,646 | 24,721 | 0.57% | 0.97% | 40 | +198,085 | 22.86% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,062,679 | 24,675 | 0.27% | 0.27% | 41 | +196,231 | 22.65% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Management Group | History | Reduced | 1,014,783 | 23,563 | 5.15% | 5.23% | 42 | -4,068 | -0.4% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Reduced | 1,014,783 | 23,563 | 3.67% | 3.75% | 43 | -4,068 | -0.4% | Q1 2026 | May 01, 2026 |
| TSA Wealth Managment LLC | History | Added to | 957,984 | 22,244 | 7.19% | 7.27% | 44 | +19,237 | 2.05% | Q1 2026 | May 01, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 946,329 | 21,973 | 7.71% | 9.0% | 45 | -192,859 | -16.93% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Reduced | 928,751 | 21,565 | 0.01% | 0.02% | 46 | -24,306 | -2.55% | Q1 2026 | May 12, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 922,027 | 21,409 | 3.8% | 3.82% | 47 | +39,090 | 4.43% | Q1 2026 | Apr 22, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 905,026 | 21,014 | 0.31% | 0.33% | 48 | -30,888 | -3.3% | Q1 2026 | Apr 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 870,949 | 20,223 | 0.11% | 0.11% | 49 | +31,592 | 3.76% | Q1 2026 | May 05, 2026 |
| One Wealth Advisors, LLC | History | Added to | 851,946 | 19,782 | 2.46% | 2.28% | 50 | +54,679 | 6.86% | Q1 2026 | Apr 21, 2026 |
| Savant Capital, LLC | History | Added to | 845,884 | 19,641 | 0.09% | 0.06% | 51 | +387,892 | 84.69% | Q1 2026 | May 04, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 843,679 | 19,590 | 5.47% | 5.42% | 52 | +20,683 | 2.51% | Q1 2026 | Apr 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 797,771 | 18,524 | 0.14% | 0.14% | 53 | +16,689 | 2.14% | Q1 2026 | May 12, 2026 |
| Revisor Wealth Management LLC | History | Added to | 797,226 | 18,511 | 5.11% | 4.64% | 54 | +56,943 | 7.69% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 760,743 | 17,664 | 0.03% | 0.03% | 55 | -178,554 | -19.01% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 751,102 | 17,440 | 0.01% | — | 56 | +751,102 | New | Q1 2026 | May 12, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 739,543 | 17,172 | 2.23% | 2.17% | 57 | -50,061 | -6.34% | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 687,811 | 15,970 | 0.34% | 0.35% | 58 | -3,013 | -0.44% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 671,920 | 15,601 | 0.0% | 0.01% | 59 | -20,619 | -2.98% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Added to | 670,123 | 15,560 | 0.54% | 0.5% | 60 | +41,776 | 6.65% | Q1 2026 | May 15, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 665,693 | 15,457 | 10.09% | 9.34% | 61 | +25,685 | 4.01% | Q1 2026 | Apr 21, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 664,104 | 15,420 | 2.09% | 2.17% | 62 | -7,362 | -1.1% | Q1 2026 | Apr 17, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 640,396 | 14,870 | 2.91% | 2.83% | 63 | +12,803 | 2.04% | Q1 2026 | Apr 30, 2026 |
| Arnold Financial Planning LLC | History | Added to | 638,805 | 14,833 | 13.86% | 13.59% | 64 | +74,601 | 13.22% | Q1 2026 | Apr 14, 2026 |
| UBS Group AG | History | Reduced | 617,394 | 14,335 | 0.0% | 0.0% | 65 | -57,278 | -8.49% | Q1 2026 | May 05, 2026 |
| Columbus Macro, LLC | History | Added to | 615,159 | 14,283 | 1.53% | 1.53% | 66 | +17,646 | 2.95% | Q1 2026 | Apr 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 599,748 | 14,010 | 0.96% | 1.08% | 67 | -33,954 | -5.36% | Q1 2026 | Apr 29, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 572,537 | 13,724 | 12.46% | 11.91% | 68 | +13,880 | 2.48% | Q1 2026 | May 07, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 589,043 | 13,677 | 1.93% | 1.78% | 69 | +39,361 | 7.16% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 585,144 | 13,592 | 0.08% | 0.08% | 70 | +22,046 | 3.92% | Q1 2026 | May 15, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 583,912 | 13,558 | 3.73% | 3.74% | 71 | +9,561 | 1.66% | Q1 2026 | Apr 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 546,284 | 12,684 | 5.44% | 5.29% | 72 | +15,833 | 2.98% | Q1 2026 | Apr 20, 2026 |
| MYECFO, LLC | History | Added to | 526,687 | 12,229 | 5.12% | 5.09% | 73 | +13,316 | 2.59% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 525,934 | 12,212 | 0.06% | 0.06% | 74 | +2,514 | 0.48% | Q1 2026 | May 14, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 505,777 | 11,820 | 7.49% | 7.49% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 467,808 | 10,862 | 0.32% | 0.33% | 76 | -2,017 | -0.43% | Q1 2026 | Apr 14, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 466,685 | 10,836 | 11.11% | 10.87% | 77 | +14,885 | 3.29% | Q1 2026 | May 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 465,472 | 10,808 | 1.31% | 1.25% | 78 | +23,718 | 5.37% | Q1 2026 | Apr 23, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 464,192 | 10,778 | 4.75% | 4.56% | 79 | -2,238 | -0.48% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 442,384 | 10,272 | 0.05% | 0.06% | 80 | +68,147 | 18.21% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 440,395 | 10,225 | 2.35% | 2.13% | 81 | +42,600 | 10.71% | Q1 2026 | Apr 28, 2026 |
| Apriem Advisors | History | Reduced | 436,285 | 10,130 | 0.97% | 0.99% | 82 | -24,567 | -5.33% | Q1 2026 | May 14, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 422,007 | 9,799 | 3.0% | 2.4% | 83 | +86,590 | 25.82% | Q1 2026 | Apr 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 415,126 | 9,639 | 0.2% | 0.19% | 84 | +10,143 | 2.5% | Q1 2026 | Apr 15, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 409,603 | 9,510 | 2.0% | 2.38% | 85 | -74,580 | -15.4% | Q1 2026 | May 05, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 400,765 | 9,305 | 1.3% | 1.3% | 86 | -1,028 | -0.26% | Q1 2026 | Apr 13, 2026 |
| Daviman Financial, LLC | History | Added to | 397,508 | 9,230 | 5.46% | 5.35% | 87 | +7,562 | 1.94% | Q1 2026 | Apr 23, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 395,695 | 9,188 | 5.35% | 5.3% | 88 | +29,768 | 8.13% | Q1 2026 | Apr 15, 2026 |
| Peak Financial Management, Inc. | History | Added to | 393,380 | 9,134 | 2.32% | 2.13% | 89 | +40,002 | 11.32% | Q1 2026 | Apr 28, 2026 |
| Security Financial Services, INC. | History | No change | 389,230 | 9,096 | 1.43% | 1.43% | 90 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 380,755 | 8,841 | 0.21% | 0.21% | 91 | +11,207 | 3.03% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 379,526 | 8,812 | 0.05% | 0.05% | 92 | +15,554 | 4.27% | Q1 2026 | May 13, 2026 |
| Unify Financial Advisors | History | Added to | 373,195 | 8,665 | 8.99% | 8.75% | 93 | +13,961 | 3.89% | Q1 2026 | Apr 23, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Added to | 369,953 | 8,590 | 1.61% | 0.98% | 94 | +138,498 | 59.84% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 355,933 | 8,264 | 0.17% | 0.24% | 95 | -97,984 | -21.59% | Q1 2026 | Apr 13, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 351,010 | 8,150 | 2.48% | 2.5% | 96 | +9,033 | 2.64% | Q1 2026 | Apr 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 336,413 | 7,811 | 0.22% | 0.23% | 97 | +16,467 | 5.15% | Q1 2026 | Apr 09, 2026 |
| MAI Capital Management | History | Added to | 335,833 | 7,798 | 0.04% | 0.04% | 98 | +21,350 | 6.79% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 332,328 | 7,716 | 0.47% | 0.46% | 99 | +17,234 | 5.47% | Q1 2026 | Apr 13, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 328,668 | 7,631 | 0.6% | 0.8% | 100 | -85,755 | -20.69% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 319,105 | 7,409 | 0.06% | 0.06% | 101 | +85,843 | 36.8% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 312,686 | 7,261 | 0.02% | 0.02% | 102 | -5,715 | -1.79% | Q1 2026 | Apr 30, 2026 |
| Midwest Financial Group LLC | History | Added to | 311,242 | 7,227 | 3.08% | 3.12% | 103 | +8,923 | 2.95% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 310,157 | 7,201 | 0.0% | 0.0% | 104 | +30,441 | 10.88% | Q1 2026 | May 07, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 308,972 | 7,174 | 0.63% | 0.71% | 105 | -51,343 | -14.25% | Q1 2026 | Apr 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 306,751 | 7,122 | 0.23% | 0.26% | 106 | -25,610 | -7.71% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 306,257 | 7,111 | 0.29% | 0.31% | 107 | -12,047 | -3.78% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | New | 304,873 | 7,079 | 0.09% | — | 108 | +304,873 | New | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | Added to | 304,718 | 7,075 | 0.79% | 0.73% | 109 | +19,799 | 6.95% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Reduced | 304,346 | 7,066 | 0.17% | 0.21% | 110 | -91,661 | -23.15% | Q1 2026 | May 15, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 291,826 | 6,776 | 2.03% | 2.01% | 111 | +4,608 | 1.6% | Q1 2026 | Apr 20, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 290,058 | 6,737 | 1.67% | 1.34% | 112 | +37,141 | 14.69% | Q1 2026 | May 15, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 289,516 | 6,722 | 1.45% | 1.38% | 113 | +7,241 | 2.57% | Q1 2026 | May 08, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 287,913 | 6,685 | 0.94% | 0.81% | 114 | +44,987 | 18.52% | Q1 2026 | Apr 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 285,748 | 6,635 | 0.37% | 0.39% | 115 | +146,192 | 104.76% | Q1 2026 | Apr 22, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 280,007 | 6,501 | 0.96% | 1.2% | 116 | -503 | -0.18% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 277,284 | 6,438 | 0.42% | 0.39% | 117 | +22,552 | 8.85% | Q1 2026 | Apr 15, 2026 |
| Fairway Financial, LLC | History | Added to | 269,663 | 6,261 | 4.76% | 4.69% | 118 | +3,776 | 1.42% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 268,852 | 6,242 | 0.05% | 0.05% | 119 | -14,996 | -5.28% | Q1 2026 | Apr 15, 2026 |
| Marotta Asset Management | History | Reduced | 269,547 | 6,242 | 1.15% | 1.19% | 120 | -5,214 | -1.9% | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 264,940 | 6,151 | 0.01% | — | 121 | +264,940 | New | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 259,538 | 6,026 | 0.05% | 0.06% | 122 | -21,046 | -7.5% | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | Added to | 258,607 | 6,004 | 0.23% | 0.23% | 123 | +8,622 | 3.45% | Q1 2026 | Apr 28, 2026 |
| CIBC WORLD MARKET INC. | History | New | 250,000 | 5,805 | 0.01% | — | 124 | +250,000 | New | Q1 2026 | May 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 125,786 | 5,786 | 3.88% | 4.69% | 125 | -193,640 | -60.62% | Q1 2026 | May 13, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 242,245 | 5,624 | 2.22% | 2.48% | 126 | -181,265 | -42.8% | Q1 2026 | May 06, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 235,682 | 5,472 | 3.07% | 3.14% | 127 | -6,464 | -2.67% | Q1 2026 | Apr 28, 2026 |
| Chatterton & Associates Inc. | History | Added to | 232,291 | 5,405 | 3.79% | 3.42% | 128 | +61,320 | 35.87% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 230,373 | 5,349 | 0.04% | 0.04% | 129 | -1,792 | -0.77% | Q1 2026 | May 15, 2026 |
| HC Advisors, LLC | History | Added to | 227,649 | 5,286 | 3.54% | 3.16% | 130 | +31,971 | 16.34% | Q1 2026 | May 05, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 226,820 | 5,266 | 0.68% | 7.4% | 131 | -2,173,755 | -90.55% | Q1 2026 | Apr 16, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 224,935 | 5,256 | 3.79% | 3.79% | 132 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Manske Wealth Management | History | Added to | 225,655 | 5,239 | 1.47% | 1.48% | 133 | +10,955 | 5.1% | Q1 2026 | Apr 30, 2026 |
| Stonekeep Investments, LLC | History | Added to | 223,512 | 5,189 | 3.36% | 3.18% | 134 | +10,927 | 5.14% | Q1 2026 | Apr 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 220,913 | 5,129 | 0.18% | 0.32% | 135 | -177,924 | -44.61% | Q1 2026 | Apr 14, 2026 |
| Total Wealth Planning, LLC | History | No change | 216,518 | 5,060 | 10.83% | 10.83% | 136 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 217,107 | 5,041 | 2.13% | 2.04% | 137 | +9,907 | 4.78% | Q1 2026 | Apr 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 215,172 | 5,028 | 0.38% | 0.38% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 215,033 | 4,993 | 1.32% | 1.31% | 139 | +8,505 | 4.12% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 213,851 | 4,952 | 0.05% | 0.04% | 140 | +38,043 | 21.64% | Q1 2026 | Apr 07, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 212,787 | 4,940 | 0.15% | 0.15% | 141 | -6,628 | -3.02% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 206,069 | 4,784 | 0.05% | 0.05% | 142 | +7,188 | 3.61% | Q1 2026 | Apr 16, 2026 |
| Heritage Family Offices, LLP | History | Added to | 205,649 | 4,775 | 2.12% | 0.61% | 143 | +148,357 | 258.95% | Q1 2026 | Apr 08, 2026 |
| XY Planning Network, Inc. | History | Added to | 205,904 | 4,768 | 0.76% | 0.81% | 144 | +7,563 | 3.81% | Q1 2026 | Apr 14, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 203,977 | 4,736 | 1.59% | 1.24% | 145 | +3,710 | 1.85% | Q1 2026 | Apr 28, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 203,088 | 4,715 | 0.34% | 0.35% | 146 | -7,671 | -3.64% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 198,732 | 4,614 | 0.05% | — | 147 | +198,732 | New | Q1 2026 | May 13, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 191,883 | 4,455 | 0.86% | 0.65% | 148 | +4,791 | 2.56% | Q1 2026 | Apr 29, 2026 |
| SNS Financial Group, LLC | History | Reduced | 191,790 | 4,453 | 0.38% | 0.61% | 149 | -113,489 | -37.18% | Q1 2026 | Apr 14, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 191,285 | 4,441 | 8.01% | 7.97% | 150 | -2,905 | -1.5% | Q1 2026 | Apr 23, 2026 |
| BFSG, LLC | History | Reduced | 190,398 | 4,421 | 0.42% | 0.43% | 151 | -739 | -0.39% | Q1 2026 | Apr 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 187,866 | 4,362 | 0.32% | 0.3% | 152 | -8,835 | -4.49% | Q1 2026 | Apr 16, 2026 |
| Curbstone Financial Management Corp | History | Added to | 187,500 | 4,353 | 0.83% | 0.69% | 153 | +33,050 | 21.4% | Q1 2026 | Apr 15, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 185,252 | 4,301 | 1.14% | 1.11% | 154 | +5,855 | 3.26% | Q1 2026 | Apr 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 184,399 | 4,281 | 0.08% | 0.07% | 155 | +10,712 | 6.17% | Q1 2026 | Apr 10, 2026 |
| VanderPol Investments L.L.C. | History | No change | 181,981 | 4,252 | 7.39% | 7.39% | 156 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cassilly Financial Group LLC | History | Added to | 181,580 | 4,216 | 3.66% | 3.6% | 157 | +7,511 | 4.31% | Q1 2026 | Apr 10, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 178,376 | 4,141 | 1.24% | 1.23% | 158 | +2,868 | 1.63% | Q1 2026 | May 05, 2026 |
| Redwood Investment Management, LLC | History | Added to | 178,239 | 4,139 | 0.51% | 0.46% | 159 | +2,774 | 1.58% | Q1 2026 | May 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 174,497 | 4,051 | 1.36% | 1.35% | 160 | +476 | 0.27% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 170,763 | 3,990 | 0.13% | 0.13% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 170,506 | 3,959 | 0.07% | 0.07% | 162 | -5,416 | -3.08% | Q1 2026 | May 15, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 166,682 | 3,870 | 2.21% | 2.01% | 163 | +14,114 | 9.25% | Q1 2026 | May 13, 2026 |
| Valpey Financial Services, LLC | History | Added to | 165,285 | 3,837 | 2.5% | 2.39% | 164 | +4,865 | 3.03% | Q1 2026 | May 11, 2026 |
| Smart Money Group LLC | History | Added to | 163,829 | 3,804 | 1.11% | 0.95% | 165 | +24,442 | 17.54% | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 160,392 | 3,724 | 0.06% | — | 166 | +160,392 | New | Q1 2026 | May 15, 2026 |
| NYL Investors LLC | History | Added to | 157,622 | 3,659 | 1.38% | 1.21% | 167 | +5,677 | 3.74% | Q1 2026 | May 07, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 157,257 | 3,651 | 0.4% | 0.4% | 168 | +16 | 0.01% | Q1 2026 | May 12, 2026 |
| Heirloom Wealth Management | History | New | 154,967 | 3,598 | 0.65% | — | 169 | +154,967 | New | Q1 2026 | Apr 14, 2026 |
| Range Financial Group LLC | History | Added to | 153,912 | 3,573 | 1.2% | 1.14% | 170 | +12,635 | 8.94% | Q1 2026 | Apr 30, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 150,695 | 3,499 | 1.73% | 1.89% | 171 | -6,832 | -4.34% | Q1 2026 | Apr 16, 2026 |
| 5T Wealth, LLC | History | Added to | 149,152 | 3,463 | 1.37% | 1.13% | 172 | +28,475 | 23.6% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 149,092 | 3,461 | 0.05% | 0.06% | 173 | +18,794 | 14.42% | Q1 2026 | May 15, 2026 |
| TPG Advisors LLC | History | Reduced | 148,454 | 3,447 | 2.15% | 2.65% | 174 | -33,482 | -18.4% | Q1 2026 | Apr 22, 2026 |
| Red Tortoise LLC | History | Added to | 148,447 | 3,446 | 1.43% | 1.29% | 175 | +18,703 | 14.42% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 147,394 | 3,444 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 147,114 | 3,415 | 0.0% | 0.0% | 177 | -4,771 | -3.14% | Q1 2026 | Apr 27, 2026 |
| Victrix Investment Advisors | History | Added to | 147,061 | 3,414 | 1.24% | 1.23% | 178 | +10,724 | 7.87% | Q1 2026 | Apr 09, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 144,528 | 3,355 | 1.58% | 1.56% | 179 | -2,736 | -1.86% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 143,022 | 3,326 | 0.11% | 0.12% | 180 | -11,361 | -7.36% | Q1 2026 | Apr 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 141,003 | 3,274 | 0.21% | 0.21% | 181 | -1,328 | -0.93% | Q1 2026 | Apr 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 140,212 | 3,255 | 0.06% | 0.07% | 182 | -22,399 | -13.77% | Q1 2026 | May 04, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 139,835 | 3,246 | 0.69% | 0.68% | 183 | +1,157 | 0.83% | Q1 2026 | May 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 138,541 | 3,216 | 0.62% | 0.67% | 184 | -498 | -0.36% | Q1 2026 | Apr 21, 2026 |
| Friedenthal Financial | History | Added to | 138,487 | 3,215 | 1.61% | 1.65% | 185 | +1,169 | 0.85% | Q1 2026 | Apr 20, 2026 |
| Breakwater Investment Management | History | Reduced | 138,219 | 3,209 | 1.19% | 1.24% | 186 | -8,008 | -5.48% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 136,490 | 3,169 | 0.0% | 0.0% | 187 | +13,576 | 11.05% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 136,153 | 3,161 | 0.01% | 0.01% | 188 | +23,270 | 20.61% | Q1 2026 | May 04, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 135,803 | 3,153 | 0.54% | 0.65% | 189 | -23,169 | -14.57% | Q1 2026 | Apr 15, 2026 |
| Chesapeake Wealth Management | History | Reduced | 134,817 | 3,130 | 0.96% | 0.96% | 190 | -2,460 | -1.79% | Q1 2026 | May 18, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 134,724 | 3,128 | 0.12% | 0.11% | 191 | +10,122 | 8.12% | Q1 2026 | May 11, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 133,906 | 3,109 | 1.45% | 1.27% | 192 | +19,069 | 16.61% | Q1 2026 | May 14, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 133,464 | 3,099 | 0.38% | 0.4% | 193 | +2,611 | 2.0% | Q1 2026 | Apr 27, 2026 |
| Strategic Blueprint, LLC | History | Added to | 132,414 | 3,074 | 0.18% | 0.14% | 194 | +31,172 | 30.79% | Q1 2026 | Apr 29, 2026 |
| North Forty Two & Co. | History | Reduced | 130,094 | 3,020 | 2.79% | 2.87% | 195 | -200 | -0.15% | Q1 2026 | Apr 21, 2026 |
| Zhang Financial LLC | History | Added to | 129,017 | 2,995 | 0.1% | 0.11% | 196 | +1,512 | 1.19% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 127,997 | 2,972 | 0.01% | 0.01% | 197 | +53,065 | 70.82% | Q1 2026 | Apr 30, 2026 |
| Twin Cities Retirement Group LLC | History | Reduced | 126,886 | 2,946 | 2.69% | 2.87% | 198 | -581 | -0.46% | Q1 2026 | Apr 14, 2026 |
| CVA Family Office, LLC | History | Added to | 126,659 | 2,941 | 0.31% | 0.31% | 199 | +10,397 | 8.94% | Q1 2026 | Apr 29, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 125,091 | 2,904 | 2.73% | 2.45% | 200 | +4,852 | 4.04% | Q1 2026 | May 08, 2026 |
| Tactive Advisors, LLC | History | Added to | 123,031 | 2,856 | 0.81% | 0.77% | 201 | +10,557 | 9.39% | Q1 2026 | Apr 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 121,144 | 2,812 | 0.02% | 0.01% | 202 | +19,932 | 19.69% | Q1 2026 | Apr 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 119,102 | 2,765 | 0.06% | 0.06% | 203 | +13,237 | 12.5% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 118,853 | 2,759 | 0.06% | 0.07% | 204 | +781 | 0.66% | Q1 2026 | May 15, 2026 |
| WealthPoint Financial, LLC | History | No change | 116,565 | 2,724 | 2.37% | 2.37% | 205 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Boston Partners | History | Added to | 115,772 | 2,688 | 0.0% | 0.0% | 206 | +11,748 | 11.29% | Q1 2026 | May 11, 2026 |
| LVW Advisors, LLC | History | Added to | 115,100 | 2,672 | 0.25% | 0.26% | 207 | +6,081 | 5.58% | Q1 2026 | Apr 20, 2026 |
| Financial Designs Corp | History | Reduced | 114,969 | 2,669 | 1.49% | 1.52% | 208 | -140 | -0.12% | Q1 2026 | Apr 16, 2026 |
| Omega Financial Group, LLC | History | Added to | 114,135 | 2,650 | 0.86% | 0.83% | 209 | +6,489 | 6.03% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 113,600 | 2,637 | 0.0% | — | 210 | +113,600 | New | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 112,331 | 2,608 | 0.14% | 0.24% | 211 | +646 | 0.58% | Q1 2026 | Apr 21, 2026 |
| M1 Capital Management LLC | History | Added to | 111,307 | 2,584 | 1.19% | 1.0% | 212 | +8,449 | 8.21% | Q1 2026 | May 08, 2026 |
| Apeiron RIA LLC | History | Added to | 110,286 | 2,560 | 0.59% | 0.51% | 213 | +2,470 | 2.29% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 110,196 | 2,558 | 0.03% | 0.04% | 214 | -11,572 | -9.5% | Q1 2026 | May 01, 2026 |
| ETF Store, Inc. | History | Added to | 109,446 | 2,541 | 2.47% | 2.58% | 215 | +1,106 | 1.02% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 107,291 | 2,491 | 0.0% | — | 216 | +107,291 | New | Q1 2026 | May 15, 2026 |
| Core Wealth Partners LLC | History | Reduced | 106,717 | 2,477 | 1.15% | 1.14% | 217 | -1,860 | -1.71% | Q1 2026 | May 08, 2026 |
| OFS Enterprise LLC | History | New | 105,282 | 2,444 | 0.72% | — | 219 | +105,282 | New | Q1 2026 | Apr 09, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 105,285 | 2,444 | 0.77% | 0.75% | 218 | +4,662 | 4.63% | Q1 2026 | May 08, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 103,630 | 2,406 | 0.47% | 0.51% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 102,903 | 2,389 | 0.05% | 0.04% | 221 | +7,231 | 7.56% | Q1 2026 | May 01, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 102,461 | 2,379 | 1.61% | 1.62% | 222 | +1,132 | 1.12% | Q1 2026 | Apr 21, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 101,998 | 2,368 | 1.86% | 2.43% | 223 | -21,165 | -17.18% | Q1 2026 | Apr 09, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 101,794 | 2,363 | 0.28% | 0.25% | 224 | +17,773 | 21.15% | Q1 2026 | Apr 24, 2026 |
| Csenge Advisory Group | History | Added to | 100,105 | 2,324 | 0.11% | 0.07% | 225 | +30,785 | 44.41% | Q1 2026 | Apr 30, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 99,754 | 2,316 | 0.06% | 0.07% | 226 | -3,750 | -3.62% | Q1 2026 | May 07, 2026 |
| Maia Wealth LLC | History | Reduced | 99,439 | 2,308 | 0.39% | 0.42% | 227 | -4,788 | -4.59% | Q1 2026 | May 08, 2026 |
| Oldfather Financial Services, LLC | History | No change | 97,111 | 2,269 | 0.68% | 0.68% | 228 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 97,238 | 2,258 | 0.0% | 0.0% | 229 | +10,642 | 12.29% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 94,736 | 2,193 | 0.04% | 0.1% | 230 | +4,762 | 5.29% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 93,349 | 2,167 | 0.02% | 0.02% | 231 | -2,274 | -2.38% | Q1 2026 | May 13, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 93,220 | 2,165 | 0.63% | 0.63% | 232 | -3,812 | -3.93% | Q1 2026 | May 12, 2026 |
| Vantage Financial Partners, LLC | History | No change | 91,892 | 2,147 | 0.44% | 0.44% | 233 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Added to | 91,116 | 2,115 | 1.27% | 1.14% | 234 | +5,103 | 5.93% | Q1 2026 | May 01, 2026 |
| K2 Financial Inc. | History | Added to | 90,439 | 2,106 | 1.53% | 1.42% | 235 | +12,081 | 15.42% | Q1 2026 | Apr 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 89,964 | 2,102 | 0.13% | 0.13% | 236 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dorato Capital Management | History | Added to | 89,164 | 2,073 | 1.53% | 1.48% | 237 | +5,363 | 6.4% | Q1 2026 | Apr 09, 2026 |
| Brookwood Investment Group LLC | History | Added to | 88,349 | 2,051 | 0.25% | 0.14% | 238 | +37,604 | 74.1% | Q1 2026 | May 04, 2026 |
| BCWM, LLC | History | Added to | 87,930 | 2,041 | 0.58% | 0.61% | 239 | +1,253 | 1.45% | Q1 2026 | May 14, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 86,809 | 2,028 | 1.13% | 1.13% | 240 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Bangor Savings Bank | History | Reduced | 85,993 | 1,996 | 0.16% | 0.18% | 241 | -10,404 | -10.79% | Q1 2026 | Apr 01, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 85,689 | 1,989 | 0.73% | 0.74% | 242 | +573 | 0.67% | Q1 2026 | Apr 09, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 85,625 | 1,988 | 0.53% | 0.5% | 243 | +8,418 | 10.9% | Q1 2026 | Apr 15, 2026 |
| RDA Financial Network | History | Reduced | 85,547 | 1,986 | 0.5% | 0.51% | 244 | -5,106 | -5.63% | Q1 2026 | Apr 08, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 85,079 | 1,975 | 0.06% | 0.07% | 245 | -266 | -0.31% | Q1 2026 | May 04, 2026 |
| Blossom Wealth Management | History | Added to | 83,551 | 1,940 | 2.88% | 3.1% | 246 | +3,217 | 4.0% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | Reduced | 83,539 | 1,939 | 0.04% | 0.04% | 247 | -1,413 | -1.66% | Q1 2026 | May 15, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 82,130 | 1,907 | 0.81% | 0.86% | 248 | -4,559 | -5.26% | Q1 2026 | Apr 15, 2026 |
| Livet Wealth, LLC | History | Reduced | 82,115 | 1,906 | 1.21% | 1.41% | 249 | -16,040 | -16.34% | Q1 2026 | Apr 24, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 81,526 | 1,893 | 0.06% | 0.07% | 250 | -6,594 | -7.48% | Q1 2026 | May 07, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 80,949 | 1,879 | 0.14% | 0.07% | 251 | +45,238 | 126.68% | Q1 2026 | Apr 22, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 80,151 | 1,861 | 0.69% | 0.49% | 252 | +21,016 | 35.54% | Q1 2026 | Apr 09, 2026 |
| Portside Wealth Group, LLC | History | Added to | 77,007 | 1,788 | 0.24% | 0.05% | 253 | +61,583 | 399.27% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Added to | 76,663 | 1,780 | 0.12% | 0.12% | 254 | +566 | 0.74% | Q1 2026 | Apr 28, 2026 |
| ProVise Management Group, LLC | History | Reduced | 76,585 | 1,778 | 0.13% | 0.13% | 255 | -300 | -0.39% | Q1 2026 | May 06, 2026 |
| NWAM LLC | History | Added to | 76,309 | 1,771 | 0.1% | 0.07% | 256 | +20,617 | 37.02% | Q1 2026 | May 04, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 75,309 | 1,748 | 0.31% | 0.33% | 257 | +10,320 | 15.88% | Q1 2026 | Apr 28, 2026 |
| Mendel Capital Management LLC | History | New | 74,719 | 1,734 | 0.87% | — | 258 | +74,719 | New | Q1 2026 | Apr 21, 2026 |
| WBH ADVISORY INC | History | Reduced | 72,613 | 1,681 | 0.13% | 0.13% | 259 | -48 | -0.07% | Q1 2026 | Apr 27, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 71,991 | 1,671 | 0.16% | 0.16% | 260 | +1,835 | 2.62% | Q1 2026 | Apr 27, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 71,413 | 1,658 | 0.91% | 0.87% | 261 | +3,335 | 4.9% | Q1 2026 | Apr 22, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 71,052 | 1,649 | 0.55% | 0.54% | 262 | +127 | 0.18% | Q1 2026 | Apr 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 70,333 | 1,633 | 0.0% | 0.0% | 263 | +254 | 0.36% | Q1 2026 | May 14, 2026 |
| Eley Financial Management, Inc | History | Added to | 70,110 | 1,627 | 0.59% | 0.59% | 264 | +322 | 0.46% | Q1 2026 | May 19, 2026 |
| Savvy Advisors, Inc. | History | New | 69,574 | 1,615 | 0.04% | — | 265 | +69,574 | New | Q1 2026 | May 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 69,138 | 1,605 | 1.06% | 1.06% | 266 | +2,718 | 4.09% | Q1 2026 | Apr 21, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 68,554 | 1,591 | 0.37% | 0.37% | 267 | -951 | -1.37% | Q1 2026 | Apr 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 67,790 | 1,574 | 0.33% | 0.34% | 268 | -1,052 | -1.53% | Q1 2026 | May 05, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 66,647 | 1,547 | 0.35% | 0.33% | 269 | +6,574 | 10.94% | Q1 2026 | Apr 27, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 66,485 | 1,543 | 0.89% | 0.8% | 270 | +6,847 | 11.48% | Q1 2026 | May 01, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 66,007 | 1,532 | 1.3% | 2.24% | 271 | -52,286 | -44.2% | Q1 2026 | Apr 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 64,256 | 1,492 | 0.46% | 0.32% | 272 | +54 | 0.08% | Q1 2026 | May 12, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 64,159 | 1,489 | 0.88% | 1.79% | 273 | -71,978 | -52.87% | Q1 2026 | Apr 07, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 64,064 | 1,487 | 0.16% | 0.13% | 274 | +10,115 | 18.75% | Q1 2026 | Apr 15, 2026 |
| Smart Portfolios, LLC | History | No change | 64,000 | 1,486 | 1.48% | 1.49% | 275 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Added to | 63,990 | 1,485 | 0.02% | 0.02% | 276 | +4,245 | 7.11% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 63,828 | 1,482 | 0.17% | 0.17% | 277 | +2,338 | 3.8% | Q1 2026 | Apr 17, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 63,546 | 1,475 | 1.02% | 1.1% | 279 | -2,313 | -3.51% | Q1 2026 | May 14, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 63,525 | 1,475 | 0.16% | 0.17% | 278 | +500 | 0.79% | Q1 2026 | Apr 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 63,172 | 1,471 | 0.03% | 0.04% | 280 | +1,728 | 2.81% | Q1 2026 | May 04, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 62,423 | 1,449 | 0.19% | 0.16% | 281 | +16,041 | 34.58% | Q1 2026 | May 11, 2026 |
| Powers Advisory Group, LLC | History | Reduced | 62,322 | 1,447 | 0.51% | 0.62% | 282 | -8,106 | -11.51% | Q1 2026 | Apr 21, 2026 |
| MSH Capital Advisors LLC | History | Added to | 62,299 | 1,446 | 0.31% | 0.3% | 283 | +1,549 | 2.55% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 62,248 | 1,445 | 0.01% | 0.01% | 284 | +6,612 | 11.88% | Q1 2026 | Apr 24, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 60,115 | 1,395 | 0.41% | 0.42% | 285 | +646 | 1.09% | Q1 2026 | Apr 22, 2026 |
| Capital Management Associates, Inc | History | Added to | 59,279 | 1,376 | 0.31% | 0.3% | 286 | +409 | 0.69% | Q1 2026 | Apr 22, 2026 |
| Avion Wealth | History | Reduced | 58,784 | 1,364 | 0.28% | 0.29% | 287 | -340 | -0.58% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 58,649 | 1,358 | 0.05% | 0.05% | 288 | +2,045 | 3.61% | Q1 2026 | May 15, 2026 |
| BCS Wealth Management | History | Reduced | 58,405 | 1,356 | 0.28% | 0.27% | 289 | -54,257 | -48.16% | Q1 2026 | Apr 17, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 57,644 | 1,338 | 0.96% | 0.93% | 290 | +2,045 | 3.68% | Q1 2026 | May 12, 2026 |
| LexAurum Advisors, LLC | History | New | 57,226 | 1,328 | 0.17% | — | 291 | +57,226 | New | Q1 2026 | Apr 13, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 57,184 | 1,327 | 0.41% | 0.41% | 292 | +227 | 0.4% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 57,075 | 1,325 | 0.0% | 0.0% | 293 | +41,150 | 258.4% | Q1 2026 | May 15, 2026 |
| Twele Capital Management, Inc. | History | Added to | 57,009 | 1,323 | 0.24% | 0.23% | 294 | +2,084 | 3.79% | Q1 2026 | Apr 07, 2026 |
| Empirical Asset Management, LLC | History | Added to | 56,858 | 1,320 | 0.35% | 0.36% | 295 | +2,059 | 3.76% | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | No change | 55,870 | 1,297 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OMC Financial Services LTD | History | Reduced | 55,300 | 1,284 | 0.5% | 0.48% | 297 | -100 | -0.18% | Q1 2026 | Apr 30, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 54,881 | 1,274 | 0.13% | 0.14% | 298 | -1,226 | -2.19% | Q1 2026 | Apr 08, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 54,483 | 1,265 | 0.5% | 0.54% | 299 | -2,020 | -3.58% | Q1 2026 | Apr 17, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 54,073 | 1,255 | 1.24% | 1.07% | 300 | +7,141 | 15.22% | Q1 2026 | Apr 28, 2026 |