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 | No change | 14,422,540 | 335,035 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 10,420,258 | 241,020 | 19.57% | 19.57% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 7,975,307 | 184,468 | 4.59% | 4.59% | 3 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,809,636 | 157,500 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Trust Co | History | No change | 6,601,917 | 152,702 | 8.52% | 8.52% | 5 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 5,681,166 | 131,405 | 0.23% | 0.23% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 4,292,060 | 99,275 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 3,855,498 | 89,177 | 7.57% | 7.57% | 8 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,483,103 | 80,564 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 3,142,160 | 72,678 | 6.67% | 6.67% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,071,596 | 71,046 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | No change | 2,609,832 | 60,365 | 2.33% | 2.33% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,278,622 | 52,928 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pioneer Wealth Management Group | History | No change | 2,249,290 | 52,026 | 12.57% | 12.57% | 14 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,171,145 | 49,784 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 2,132,074 | 49,314 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 2,345,726 | 45,775 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,863,166 | 43,095 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 1,688,291 | 39,126 | 0.11% | 0.11% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vident Advisory, LLC | History | No change | 1,686,818 | 39,016 | 0.28% | 0.28% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthRock Partners, LLC | History | No change | 1,618,956 | 37,446 | 0.54% | 0.54% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 1,573,243 | 36,389 | 10.35% | 10.35% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | No change | 1,548,018 | 35,805 | 0.38% | 0.38% | 23 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Destination Wealth Management | History | No change | 1,497,382 | 34,634 | 0.81% | 0.81% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 1,474,760 | 33,984 | 4.47% | 4.47% | 25 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,456,131 | 33,680 | 0.28% | 0.28% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 1,419,857 | 32,841 | 22.13% | 22.13% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 1,405,679 | 32,513 | 17.63% | 17.63% | 28 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,395,164 | 32,270 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KilterHowling LLC | History | No change | 1,347,082 | 31,158 | 13.96% | 13.96% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TruNorth Capital Management, LLC | History | No change | 1,337,186 | 30,929 | 4.97% | 4.97% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,300,211 | 30,073 | 0.36% | 0.36% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mokosak Advisory Group, LLC | History | No change | 1,297,292 | 30,006 | 6.5% | 6.5% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Plum Street Advisors, LLC | History | No change | 1,280,658 | 29,621 | 9.46% | 9.46% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 1,273,968 | 29,466 | 0.72% | 0.72% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,249,911 | 28,910 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,118,991 | 25,882 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TSA Wealth Managment LLC | History | No change | 1,023,367 | 23,670 | 6.69% | 6.69% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 1,001,923 | 23,174 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THEORY FINANCIAL LLC | History | No change | 988,119 | 22,855 | 7.2% | 7.2% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | No change | 976,364 | 22,583 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alliance Wealth Management Group | History | No change | 956,732 | 22,129 | 4.31% | 4.31% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Towercrest Capital Management | History | No change | 956,732 | 22,129 | 3.08% | 3.08% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset Allocation Strategies LLC | History | No change | 933,117 | 21,582 | 3.33% | 3.33% | 44 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| One Wealth Advisors, LLC | History | No change | 917,188 | 21,214 | 2.34% | 2.34% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 914,465 | 21,151 | 0.1% | 0.1% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 880,216 | 20,359 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 879,141 | 20,334 | 5.01% | 5.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 872,446 | 20,179 | 0.27% | 0.27% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 840,712 | 19,445 | 0.14% | 0.14% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 822,511 | 19,085 | 1.93% | 1.93% | 51 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 811,408 | 18,767 | 0.35% | 0.35% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 806,123 | 18,645 | 0.18% | 0.18% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 756,987 | 17,509 | 1.81% | 1.81% | 54 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Revisor Wealth Management LLC | History | No change | 726,046 | 16,793 | 4.04% | 4.04% | 55 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arnold Financial Planning LLC | History | No change | 686,760 | 15,884 | 11.85% | 11.85% | 56 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mutual Advisors, LLC | History | No change | 683,806 | 15,816 | 0.3% | 0.3% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 669,556 | 15,486 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| James J. Burns & Company, LLC | History | No change | 666,919 | 15,425 | 1.67% | 1.67% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cypress Wealth Services, LLC | History | No change | 659,249 | 15,248 | 1.87% | 1.87% | 60 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pacific Park Financial, Inc. | History | No change | 658,197 | 15,224 | 8.84% | 8.84% | 61 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 652,171 | 15,084 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 641,351 | 14,834 | 2.55% | 2.55% | 63 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Ascent Group, LLC | History | No change | 633,680 | 14,657 | 0.44% | 0.44% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Columbus Macro, LLC | History | No change | 626,849 | 14,499 | 1.41% | 1.41% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 617,083 | 14,273 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 572,537 | 13,724 | 12.88% | 12.88% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 578,621 | 13,383 | 3.29% | 3.29% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MYECFO, LLC | History | No change | 562,920 | 13,020 | 4.91% | 4.91% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 544,016 | 12,583 | 5.0% | 5.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 542,124 | 12,544 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 539,041 | 12,424 | 0.83% | 0.83% | 72 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ballast Financial Advisors LLC | History | No change | 523,539 | 12,109 | 10.96% | 10.96% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 520,436 | 12,037 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 517,566 | 11,971 | 1.03% | 1.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 495,023 | 11,449 | 2.24% | 2.24% | 76 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SigFig Wealth Management, LLC | History | No change | 482,157 | 11,200 | 0.3% | 0.3% | 77 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 472,026 | 10,917 | 0.2% | 0.2% | 78 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Security Financial Services, INC. | History | No change | 468,336 | 10,832 | 1.5% | 1.5% | 79 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 461,694 | 10,678 | 4.51% | 4.51% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 458,444 | 10,603 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 454,858 | 10,520 | 2.84% | 2.84% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apriem Advisors | History | No change | 434,154 | 10,041 | 0.87% | 0.87% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 429,753 | 9,940 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | No change | 429,530 | 9,935 | 0.18% | 0.18% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Compass Financial Group, INC/SD | History | No change | 428,065 | 9,901 | 1.14% | 1.14% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Peak Financial Management, Inc. | History | No change | 423,666 | 9,799 | 2.25% | 2.25% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 401,320 | 9,282 | 0.19% | 0.19% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Daviman Financial, LLC | History | No change | 399,645 | 9,243 | 5.1% | 5.1% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 395,992 | 9,159 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 395,961 | 9,158 | 1.66% | 1.66% | 91 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Unify Financial Advisors | History | No change | 384,558 | 8,894 | 8.21% | 8.21% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 383,817 | 8,877 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | No change | 379,697 | 8,782 | 1.55% | 1.55% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 378,422 | 8,753 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 375,297 | 8,680 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 369,750 | 8,526 | 1.05% | 1.05% | 97 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 365,009 | 8,442 | 2.2% | 2.2% | 98 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MAI Capital Management | History | No change | 356,966 | 8,256 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 348,079 | 8,051 | 0.38% | 0.38% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 346,738 | 8,020 | 4.25% | 4.25% | 101 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| January Capital Advisors LLC | History | No change | 341,513 | 7,899 | 6.6% | 6.6% | 102 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Avior Wealth Management, LLC | History | No change | 341,085 | 7,889 | 0.21% | 0.21% | 103 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CHOREO, LLC | History | No change | 334,080 | 7,727 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Midwest Financial Group LLC | History | No change | 334,025 | 7,726 | 2.71% | 2.71% | 105 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 318,499 | 7,366 | 0.27% | 0.27% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Forthright Family Wealth Advisory LLC | History | No change | 316,590 | 7,322 | 4.14% | 4.14% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 316,044 | 7,310 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 314,736 | 7,279 | 0.56% | 0.56% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Heritage Family Offices, LLP | History | No change | 314,239 | 7,268 | 2.81% | 2.81% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 314,239 | 7,268 | 2.81% | 2.81% | 111 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| AlphaCore Capital LLC | History | No change | 307,327 | 7,108 | 0.13% | 0.13% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 307,187 | 7,105 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 303,669 | 7,023 | 0.45% | 0.45% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chatterton & Associates Inc. | History | No change | 303,056 | 6,955 | 4.09% | 4.09% | 115 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 299,107 | 6,918 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 293,691 | 6,793 | 0.39% | 0.39% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 292,966 | 6,776 | 1.93% | 1.93% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 287,290 | 6,645 | 0.87% | 0.87% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 284,701 | 6,585 | 1.72% | 1.72% | 120 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 279,261 | 6,459 | 0.45% | 0.45% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 276,959 | 6,406 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairway Financial, LLC | History | No change | 276,475 | 6,394 | 4.37% | 4.37% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sigma Planning Corp | History | No change | 263,727 | 6,100 | 0.15% | 0.15% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Curtis Advisory Group, LLC | History | No change | 262,624 | 6,074 | 1.18% | 1.18% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Larson Financial Group LLC | History | No change | 260,155 | 6,017 | 0.16% | 0.16% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 259,164 | 5,994 | 0.21% | 0.21% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 256,386 | 5,930 | 0.11% | 0.11% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Manske Wealth Management | History | No change | 251,298 | 5,812 | 1.44% | 1.44% | 129 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HC Advisors, LLC | History | No change | 250,805 | 5,801 | 3.52% | 3.52% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 250,000 | 5,782 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 246,838 | 5,709 | 1.93% | 1.93% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 240,386 | 5,560 | 0.06% | 0.06% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Marotta Asset Management | History | Reduced | 248,428 | 5,490 | 0.93% | 1.03% | 134 | -19,713 | -7.35% | Q3 2026 | Oct 02, 2026 |
| Merit Financial Group, LLC | History | No change | 236,290 | 5,465 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisor OS, LLC | History | No change | 233,114 | 5,391 | 0.36% | 0.36% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | No change | 231,175 | 5,347 | 0.17% | 0.17% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stonekeep Investments, LLC | History | No change | 224,356 | 5,189 | 3.02% | 3.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 222,554 | 5,147 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 222,565 | 5,147 | 2.53% | 2.53% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 222,234 | 5,140 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wakefield Asset Management LLLP | History | No change | 221,297 | 5,118 | 1.15% | 1.15% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balboa Wealth Partners | History | No change | 219,230 | 5,070 | 0.69% | 0.69% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 215,559 | 4,985 | 0.08% | 0.08% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 215,306 | 4,980 | 3.54% | 3.54% | 145 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OneAscent Wealth Management LLC | History | No change | 214,984 | 4,972 | 1.48% | 1.48% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XY Planning Network, Inc. | History | No change | 212,609 | 4,917 | 0.62% | 0.62% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fischer Financial Services, Inc. | History | No change | 211,395 | 4,889 | 1.23% | 1.23% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tradition Wealth Management, LLC | History | No change | 208,247 | 4,816 | 0.29% | 0.29% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 206,837 | 4,784 | 0.12% | 0.12% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthPLAN Partners, LLC | History | No change | 202,624 | 4,686 | 0.9% | 0.9% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 200,094 | 4,628 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Redwood Investment Management, LLC | History | No change | 197,656 | 4,572 | 0.45% | 0.45% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 197,429 | 4,566 | 1.07% | 1.07% | 154 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bestgate Wealth Advisors, LLC | History | No change | 190,531 | 4,406 | 7.02% | 7.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Guardian Financial Partners, LLC | History | No change | 190,304 | 4,401 | 1.71% | 1.71% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BFSG, LLC | History | No change | 189,023 | 4,372 | 0.39% | 0.39% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Curbstone Financial Management Corp | History | No change | 187,500 | 4,336 | 0.74% | 0.74% | 158 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cassilly Financial Group LLC | History | No change | 183,780 | 4,250 | 3.08% | 3.08% | 159 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 178,010 | 4,117 | 1.09% | 1.09% | 160 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Valpey Financial Services, LLC | History | No change | 177,319 | 4,101 | 2.44% | 2.44% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 169,162 | 3,912 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 168,200 | 3,890 | 0.37% | 0.37% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 166,855 | 3,859 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 164,466 | 3,804 | 0.39% | 0.39% | 165 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 164,229 | 3,798 | 0.28% | 0.28% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 163,238 | 3,775 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Range Financial Group LLC | History | No change | 160,119 | 3,703 | 1.01% | 1.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LOWERY THOMAS, LLC | History | No change | 159,791 | 3,695 | 1.8% | 1.8% | 169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 159,044 | 3,678 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Curi Capital, LLC | History | No change | 157,463 | 3,642 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 157,293 | 3,638 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NYL Investors LLC | History | No change | 157,163 | 3,635 | 1.39% | 1.39% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smart Money Group LLC | History | No change | 154,434 | 3,572 | 0.92% | 0.92% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keystone Wealth Services, LLC | History | No change | 153,401 | 3,548 | 0.66% | 0.66% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BIP Wealth, LLC | History | No change | 152,354 | 3,523 | 0.1% | 0.1% | 176 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TPG Advisors LLC | History | No change | 151,467 | 3,503 | 1.92% | 1.92% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 150,899 | 3,490 | 0.19% | 0.19% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Blueprint, LLC | History | No change | 149,289 | 3,453 | 0.17% | 0.17% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 148,950 | 3,445 | 0.11% | 0.11% | 180 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 147,971 | 3,422 | 1.53% | 1.53% | 181 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 145,697 | 3,369 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 144,694 | 3,346 | 1.44% | 1.44% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 143,456 | 3,318 | 1.36% | 1.36% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Krilogy Financial LLC | History | No change | 143,080 | 3,309 | 0.1% | 0.1% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 141,564 | 3,274 | 0.19% | 0.19% | 186 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 140,215 | 3,243 | 0.51% | 0.51% | 187 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Friedenthal Financial | History | No change | 139,626 | 3,229 | 1.49% | 1.49% | 188 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CVA Family Office, LLC | History | No change | 137,096 | 3,171 | 0.29% | 0.29% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 136,632 | 3,160 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Breakwater Investment Management | History | No change | 134,779 | 3,117 | 1.06% | 1.06% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 134,277 | 3,105 | 0.37% | 0.37% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chesapeake Wealth Management | History | No change | 133,559 | 3,089 | 0.87% | 0.87% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Forty Two & Co. | History | No change | 132,494 | 3,064 | 2.6% | 2.6% | 194 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 131,546 | 3,042 | 0.46% | 0.46% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 130,938 | 3,028 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 5T Wealth, LLC | History | No change | 129,547 | 2,996 | 1.12% | 1.12% | 197 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | No change | 129,203 | 2,988 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 128,446 | 2,970 | 0.31% | 0.31% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthPoint Financial, LLC | History | No change | 127,721 | 2,954 | 2.15% | 2.15% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Twin Cities Retirement Group LLC | History | No change | 127,460 | 2,948 | 2.52% | 2.52% | 201 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Tactive Advisors, LLC | History | No change | 124,104 | 2,870 | 0.71% | 0.71% | 202 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 124,040 | 2,869 | 2.43% | 2.43% | 203 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 123,338 | 2,852 | 0.45% | 0.45% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 123,034 | 2,845 | 0.31% | 0.31% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 121,609 | 2,813 | 0.11% | 0.11% | 206 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | No change | 101,100 | 2,800 | 2.2% | 2.2% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savvy Advisors, Inc. | History | No change | 120,235 | 2,781 | 0.06% | 0.06% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 119,776 | 2,770 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 119,487 | 2,763 | 0.13% | 0.13% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 118,298 | 2,736 | 0.06% | 0.06% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 117,102 | 2,708 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| M1 Capital Management LLC | History | No change | 116,739 | 2,700 | 1.0% | 1.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Omega Financial Group, LLC | History | No change | 115,868 | 2,680 | 0.82% | 0.82% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BALLAST ADVISORS LLC | History | No change | 115,246 | 2,665 | 0.63% | 0.63% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ETF Store, Inc. | History | No change | 114,721 | 2,653 | 2.22% | 2.22% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gen-Wealth Partners Inc | History | No change | 112,915 | 2,611 | 0.73% | 0.73% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMA Advisory Services, Inc. | History | No change | 112,283 | 2,597 | 0.16% | 0.16% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Designs Corp | History | No change | 111,587 | 2,581 | 1.38% | 1.38% | 219 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Carnegie Investment Counsel | History | No change | 110,428 | 2,554 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OFS Enterprise LLC | History | No change | 110,173 | 2,548 | 0.65% | 0.65% | 221 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Serenity Investment Advisors | History | No change | 111,150 | 2,530 | 1.08% | 1.08% | 222 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Zhang Financial LLC | History | No change | 109,176 | 2,525 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LVW Advisors, LLC | History | No change | 108,260 | 2,504 | 0.22% | 0.22% | 224 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Valmark Advisers, Inc. | History | No change | 104,017 | 2,405 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hopwood Nicholas Hunter | History | No change | 103,755 | 2,399 | 0.66% | 0.66% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 103,630 | 2,396 | 0.41% | 0.41% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 102,545 | 2,371 | 0.26% | 0.26% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 100,681 | 2,328 | 1.27% | 1.27% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Csenge Advisory Group | History | No change | 100,170 | 2,316 | 0.09% | 0.09% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 99,938 | 2,311 | 0.15% | 0.15% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RDA Financial Network | History | No change | 96,437 | 2,230 | 0.49% | 0.49% | 232 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| K2 Financial Inc. | History | No change | 96,470 | 2,224 | 1.57% | 1.57% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 90,885 | 2,102 | 0.4% | 0.4% | 234 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | No change | 90,553 | 2,094 | 1.15% | 1.15% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Diversify Advisory Services, LLC | History | No change | 91,203 | 2,082 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 91,203 | 2,082 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dorato Capital Management | History | No change | 89,164 | 2,044 | 1.39% | 1.39% | 238 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sculati Wealth Management, LLC | History | No change | 88,135 | 2,023 | 0.67% | 0.67% | 239 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 85,784 | 1,984 | 0.23% | 0.23% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BCWM, LLC | History | No change | 85,669 | 1,981 | 0.58% | 0.58% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | No change | 85,401 | 1,975 | 0.29% | 0.29% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | No change | 84,666 | 1,958 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bangor Savings Bank | History | No change | 83,589 | 1,933 | 0.14% | 0.14% | 244 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 82,582 | 1,910 | 0.05% | 0.05% | 245 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 82,297 | 1,903 | 0.7% | 0.7% | 246 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 81,496 | 1,885 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Livet Wealth, LLC | History | No change | 81,443 | 1,883 | 1.09% | 1.09% | 248 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Retirement Planning Group, LLC | History | No change | 80,763 | 1,868 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 80,642 | 1,865 | 0.19% | 0.19% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 78,512 | 1,815 | 0.4% | 0.4% | 251 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Boston Partners | History | No change | 77,883 | 1,801 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WBH ADVISORY INC | History | No change | 77,727 | 1,797 | 0.12% | 0.12% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Portside Wealth Group, LLC | History | No change | 77,408 | 1,790 | 0.21% | 0.21% | 254 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Blossom Wealth Management | History | No change | 77,147 | 1,784 | 2.51% | 2.51% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Simplicity Wealth,LLC | History | No change | 76,515 | 1,769 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Advisors, LLC | History | No change | 76,361 | 1,766 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 76,169 | 1,761 | 0.15% | 0.15% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Eley Financial Management, Inc | History | No change | 75,995 | 1,757 | 0.57% | 0.57% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NBT BANK, N.A. | History | No change | 75,928 | 1,756 | 0.12% | 0.12% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brookwood Investment Group LLC | History | No change | 75,785 | 1,752 | 0.2% | 0.2% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ProVise Management Group, LLC | History | No change | 75,373 | 1,743 | 0.12% | 0.12% | 262 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mendel Capital Management LLC | History | No change | 74,458 | 1,722 | 0.77% | 0.77% | 263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | No change | 72,803 | 1,683 | 0.49% | 0.49% | 264 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 72,645 | 1,680 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balefire, LLC | History | No change | 72,265 | 1,671 | 0.27% | 0.27% | 266 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NWAM LLC | History | No change | 72,136 | 1,668 | 0.08% | 0.08% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Park Edge Advisors, LLC | History | No change | 72,115 | 1,668 | 0.35% | 0.35% | 268 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 72,046 | 1,666 | 0.81% | 0.81% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MSH Capital Advisors LLC | History | No change | 71,656 | 1,657 | 0.29% | 0.29% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Financial Advisory LLC | History | No change | 71,200 | 1,646 | 0.32% | 0.32% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 70,304 | 1,626 | 0.52% | 0.52% | 272 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 67,085 | 1,551 | 0.53% | 0.53% | 273 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parallel Advisors, LLC | History | No change | 67,010 | 1,549 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | No change | 66,385 | 1,535 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 65,254 | 1,509 | 0.28% | 0.28% | 276 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Claro Advisors Inc. | History | No change | 65,205 | 1,508 | 0.16% | 0.16% | 277 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Powers Advisory Group, LLC | History | No change | 65,200 | 1,508 | 0.47% | 0.47% | 278 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 65,187 | 1,507 | 0.15% | 0.15% | 279 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Apeiron RIA LLC | History | No change | 64,940 | 1,502 | 0.39% | 0.39% | 280 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IFG Advisory, LLC | History | No change | 64,830 | 1,499 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 64,379 | 1,489 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gambit Capital Management, LLC | History | No change | 63,287 | 1,463 | 0.85% | 0.85% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthTrak Capital Management LLC | History | No change | 63,009 | 1,457 | 0.96% | 0.96% | 284 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Seneca Financial Advisors LLC | History | No change | 62,216 | 1,439 | 0.37% | 0.37% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Latitude Advisors, LLC | History | No change | 60,496 | 1,399 | 0.56% | 0.56% | 286 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 60,374 | 1,396 | 0.87% | 0.87% | 287 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empirical Asset Management, LLC | History | No change | 60,286 | 1,394 | 0.31% | 0.31% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 60,233 | 1,393 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twele Capital Management, Inc. | History | No change | 59,964 | 1,386 | 0.23% | 0.23% | 290 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Management Associates, Inc | History | No change | 59,891 | 1,385 | 0.28% | 0.28% | 291 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hobbs Wealth Management, LLC | History | No change | 58,974 | 1,364 | 1.15% | 1.15% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 58,649 | 1,362 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | No change | 58,784 | 1,359 | 0.25% | 0.25% | 294 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LexAurum Advisors, LLC | History | No change | 58,542 | 1,354 | 0.16% | 0.16% | 295 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HRT FINANCIAL LP | History | No change | 57,160 | 1,322 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 57,189 | 1,322 | 0.36% | 0.36% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | No change | 55,870 | 1,292 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JMG Financial Group, Ltd. | History | No change | 55,255 | 1,278 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OMC Financial Services LTD | History | No change | 55,050 | 1,273 | 0.42% | 0.42% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |