iSHARES TRUST - SYSB
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,584,384 | 230,010 | 0.06% | 0.06% | 1 | +302,861 | 13.27% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 1,034,567 | 92,076 | 0.02% | 0.02% | 2 | +146,792 | 16.53% | Q1 2026 | May 06, 2026 |
| Alpine Bank Wealth Management | History | New | 974,400 | 86,721 | 12.61% | — | 3 | +974,400 | New | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 629,860 | 55,811 | 0.0% | 0.0% | 4 | +221,184 | 54.12% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 553,508 | 49,262 | 0.0% | 0.0% | 5 | +429,900 | 347.79% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 462,003 | 41,118 | 0.0% | 0.0% | 6 | +212,285 | 85.01% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 296,642 | 26,401 | 0.03% | 0.03% | 7 | +39,054 | 15.16% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 293,264 | 26,100 | 0.0% | 0.0% | 8 | +49,647 | 20.38% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 276,403 | 24,600 | 0.06% | 0.02% | 9 | +174,717 | 171.82% | Q1 2026 | Apr 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 238,196 | 21,199 | 0.12% | 0.08% | 10 | -7,651 | -3.11% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 231,338 | 20,593 | 0.0% | 0.0% | 11 | +209,502 | 959.43% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 206,740 | 18,399 | 0.05% | 0.04% | 12 | +35,900 | 21.01% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 195,400 | 17,390 | 0.01% | 0.0% | 13 | +137,131 | 235.34% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 180,274 | 16,044 | 0.0% | 0.0% | 14 | +34,995 | 24.09% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 162,463 | 14,459 | 0.14% | 0.13% | 15 | +14,944 | 10.13% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 147,813 | 13,155 | 0.04% | 0.03% | 16 | +9,910 | 7.19% | Q1 2026 | May 04, 2026 |
| MCMORGAN & CO LLC | History | New | 144,296 | 12,842 | 2.08% | — | 17 | +144,296 | New | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 140,969 | 12,546 | 0.0% | 0.0% | 18 | +133,398 | 1761.96% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 132,978 | 11,835 | 0.09% | 0.1% | 19 | +1,851 | 1.41% | Q1 2026 | Apr 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 111,854 | 9,932 | 0.06% | 0.06% | 20 | +1,718 | 1.56% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 84,863 | 7,552 | 0.09% | 0.08% | 21 | +16,715 | 24.53% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | New | 84,595 | 7,528 | 0.17% | — | 22 | +84,595 | New | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 79,664 | 7,090 | 0.05% | 0.05% | 23 | +12,181 | 18.05% | Q1 2026 | Apr 15, 2026 |
| Ascent Group, LLC | History | Added to | 72,794 | 6,478 | 0.22% | 0.17% | 24 | +18,659 | 34.47% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 65,402 | 5,820 | 0.01% | 0.0% | 25 | +6,645 | 11.31% | Q1 2026 | May 12, 2026 |
| Kelly Financial Services LLC | History | Added to | 61,519 | 5,459 | 1.32% | 1.27% | 26 | +5,083 | 9.01% | Q1 2026 | Apr 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 59,551 | 5,300 | 0.01% | 0.01% | 27 | +674 | 1.14% | Q1 2026 | Apr 27, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 56,785 | 5,053 | 0.15% | 0.13% | 28 | +12,873 | 29.32% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 55,847 | 4,970 | 0.14% | 0.02% | 29 | +47,562 | 574.07% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 55,359 | 4,927 | 0.01% | 0.0% | 30 | +39,472 | 248.45% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 55,022 | 4,892 | 0.01% | 0.01% | 31 | +181 | 0.33% | Q1 2026 | May 01, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 53,766 | 4,785 | 0.05% | — | 32 | +53,766 | New | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 52,480 | 4,670 | 0.37% | 0.29% | 33 | +18,022 | 52.3% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 50,513 | 4,495 | 0.02% | 0.02% | 34 | +224 | 0.45% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 49,209 | 4,379 | 0.1% | 0.1% | 35 | +2,488 | 5.33% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | New | 47,082 | 4,190 | 0.04% | — | 36 | +47,082 | New | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 42,829 | 3,811 | 0.06% | 0.05% | 37 | +7,196 | 20.19% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 38,185 | 3,398 | 0.03% | 0.04% | 38 | +3,215 | 9.19% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 36,671 | 3,285 | 0.23% | 0.23% | 39 | +918 | 2.57% | Q1 2026 | Apr 29, 2026 |
| Traveka Wealth, LLC | History | New | 36,095 | 3,212 | 1.23% | — | 40 | +36,095 | New | Q1 2026 | Apr 22, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | New | 36,001 | 3,204 | 1.87% | — | 41 | +36,001 | New | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Added to | 35,523 | 3,161 | 0.02% | 0.02% | 42 | +4,623 | 14.96% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 35,270 | 3,139 | 0.04% | 0.03% | 43 | +7,490 | 26.96% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 34,169 | 3,041 | 0.06% | 0.05% | 44 | +2,055 | 6.4% | Q1 2026 | Apr 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 33,891 | 3,016 | 0.17% | 0.16% | 45 | +4,856 | 16.72% | Q1 2026 | Apr 09, 2026 |
| Strategic Blueprint, LLC | History | Added to | 30,894 | 2,749 | 0.16% | 0.13% | 46 | +6,000 | 24.1% | Q1 2026 | Apr 29, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 30,306 | 2,697 | 0.36% | — | 47 | +30,306 | New | Q1 2026 | Apr 27, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 29,609 | 2,635 | 0.88% | 0.86% | 48 | +827 | 2.87% | Q1 2026 | May 05, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 28,302 | 2,518 | 0.34% | 0.35% | 49 | -2,772 | -8.92% | Q1 2026 | Apr 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 27,617 | 2,457 | 0.03% | 0.04% | 50 | +246 | 0.9% | Q1 2026 | May 12, 2026 |
| SOFI WEALTH, LLC | History | New | 27,556 | 2,452 | 0.12% | — | 51 | +27,556 | New | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | Added to | 26,906 | 2,395 | 0.06% | 0.01% | 52 | +21,528 | 400.3% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 26,468 | 2,355 | 0.44% | 0.44% | 53 | +406 | 1.56% | Q1 2026 | Apr 13, 2026 |
| SWP FINANCIAL LLC | History | Added to | 26,291 | 2,339 | 1.19% | 1.11% | 54 | +1,668 | 6.77% | Q1 2026 | Apr 17, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 25,098 | 2,233 | 1.04% | 0.96% | 55 | +2,652 | 11.82% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 24,943 | 2,222 | 0.0% | 0.0% | 56 | +14,817 | 146.33% | Q1 2026 | May 15, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 24,145 | 2,148 | 0.69% | 0.82% | 57 | -3,274 | -11.94% | Q1 2026 | May 01, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 23,906 | 2,130 | 0.29% | 0.35% | 58 | -2,016 | -7.78% | Q1 2026 | Apr 28, 2026 |
| Lansing Street Advisors | History | Added to | 21,802 | 1,940 | 0.49% | 0.23% | 59 | +11,781 | 117.56% | Q1 2026 | Apr 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 21,040 | 1,872 | 0.07% | 0.06% | 60 | +3,829 | 22.25% | Q1 2026 | May 11, 2026 |
| One Wealth Advisors, LLC | History | Added to | 20,171 | 1,795 | 0.22% | 0.2% | 61 | +1,786 | 9.71% | Q1 2026 | Apr 21, 2026 |
| Ascentis Independent Advisors | History | New | 19,854 | 1,767 | 0.13% | — | 62 | +19,854 | New | Q1 2026 | Apr 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 19,308 | 1,718 | 0.04% | 0.03% | 63 | +6,609 | 52.04% | Q1 2026 | Apr 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 18,334 | 1,645 | 0.01% | 0.0% | 64 | +10,753 | 141.84% | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | Added to | 18,228 | 1,622 | 0.09% | 0.09% | 65 | +1,674 | 10.11% | Q1 2026 | May 13, 2026 |
| Atlatl Advisers LLC | History | Added to | 17,636 | 1,569 | 1.16% | 0.39% | 66 | +6,418 | 57.21% | Q1 2026 | May 07, 2026 |
| SEEDS INVESTOR LLC | History | New | 17,490 | 1,565 | 0.21% | — | 67 | +17,490 | New | Q1 2026 | May 11, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 17,212 | 1,531 | 1.31% | 1.68% | 68 | -2,695 | -13.54% | Q1 2026 | Apr 07, 2026 |
| Cerity Partners LLC | History | New | 16,850 | 1,499 | 0.0% | — | 69 | +16,850 | New | Q1 2026 | May 15, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 16,698 | 1,486 | 1.13% | 0.35% | 70 | +12,069 | 260.73% | Q1 2026 | Apr 27, 2026 |
| Austin Private Wealth, LLC | History | No change | 16,361 | 1,468 | 0.11% | 0.11% | 71 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CITADEL ADVISORS LLC | History | New | 15,882 | 1,413 | 0.0% | — | 72 | +15,882 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 15,852 | 1,411 | 0.01% | 0.01% | 73 | +2,940 | 22.77% | Q1 2026 | May 15, 2026 |
| Pinion Investment Advisors, LLC | History | New | 15,558 | 1,384 | 0.32% | — | 74 | +15,558 | New | Q1 2026 | Apr 24, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 15,000 | 1,334 | 0.54% | 0.35% | 75 | +5,528 | 58.36% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 14,606 | 1,299 | 0.03% | 0.04% | 76 | -6,341 | -30.27% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 14,473 | 1,288 | 0.0% | 0.0% | 77 | +1,710 | 13.4% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 14,454 | 1,286 | 0.0% | 0.0% | 78 | +980 | 7.27% | Q1 2026 | May 13, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 14,412 | 1,282 | 0.78% | 0.82% | 79 | -1,494 | -9.39% | Q1 2026 | Apr 15, 2026 |
| Tidemark, LLC | History | New | 14,391 | 1,280 | 0.33% | — | 80 | +14,391 | New | Q1 2026 | May 07, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 14,360 | 1,278 | 0.1% | 0.09% | 81 | +1,148 | 8.69% | Q1 2026 | May 15, 2026 |
| Archer Investment Management, LLC | History | New | 14,070 | 1,252 | 0.53% | — | 82 | +14,070 | New | Q1 2026 | Apr 08, 2026 |
| High Falls Advisors, Inc | History | No change | 13,567 | 1,217 | 0.25% | 0.25% | 83 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Simplicity Wealth,LLC | History | Added to | 13,662 | 1,215 | 0.07% | 0.07% | 84 | +844 | 6.58% | Q1 2026 | Apr 30, 2026 |
| Stokes Family Office, LLC | History | Added to | 13,529 | 1,204 | 0.12% | 0.11% | 85 | +76 | 0.56% | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 13,524 | 1,203 | 0.04% | 0.03% | 86 | +702 | 5.47% | Q1 2026 | Apr 14, 2026 |
| MA Private Wealth | History | New | 13,257 | 1,179 | 0.2% | — | 87 | +13,257 | New | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 12,868 | 1,145 | 0.03% | 0.02% | 88 | +4,353 | 51.12% | Q1 2026 | May 11, 2026 |
| Apeiron RIA LLC | History | Reduced | 12,577 | 1,119 | 0.26% | 0.23% | 89 | -104 | -0.82% | Q1 2026 | Apr 27, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 12,518 | 1,114 | 0.17% | 0.17% | 90 | +703 | 5.95% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 12,363 | 1,100 | 0.01% | 0.01% | 91 | +72 | 0.59% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 12,006 | 1,068 | 0.01% | 0.01% | 92 | +3,163 | 35.77% | Q1 2026 | Apr 16, 2026 |
| True Vision MN LLC | History | Added to | 11,959 | 1,064 | 0.55% | 0.45% | 93 | +2,011 | 20.22% | Q1 2026 | Apr 16, 2026 |
| WealthShield Partners, LLC | History | Added to | 11,177 | 994 | 0.11% | 0.1% | 94 | +597 | 5.64% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,026 | 989 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 10,556 | 939 | 0.2% | 0.07% | 96 | +6,834 | 183.61% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,531 | 937 | 0.0% | 0.0% | 97 | +1,743 | 19.83% | Q1 2026 | Apr 24, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 10,384 | 924 | 0.87% | 1.47% | 98 | -8,391 | -44.69% | Q1 2026 | May 08, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 10,342 | 917 | 0.06% | 0.06% | 99 | +1,112 | 12.05% | Q1 2026 | May 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 10,263 | 913 | 0.24% | 0.24% | 100 | +14 | 0.14% | Q1 2026 | Apr 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 10,001 | 890 | 0.09% | 0.06% | 101 | +2,941 | 41.66% | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | Added to | 9,990 | 889 | 0.29% | 0.3% | 102 | +423 | 4.42% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 9,827 | 871 | 0.01% | 0.01% | 103 | +3,921 | 66.39% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 9,727 | 865 | 0.01% | — | 104 | +9,727 | New | Q1 2026 | Apr 20, 2026 |
| Range Financial Group LLC | History | Added to | 9,539 | 848 | 0.28% | 0.25% | 105 | +1,370 | 16.77% | Q1 2026 | Apr 30, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 9,412 | 837 | 0.09% | 0.46% | 106 | -21,015 | -69.07% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,335 | 830 | 0.0% | 0.0% | 107 | +1,356 | 16.99% | Q1 2026 | May 08, 2026 |
| PAX Financial Group, LLC | History | Reduced | 9,333 | 830 | 0.14% | 0.15% | 108 | -440 | -4.5% | Q1 2026 | Apr 27, 2026 |
| Cassilly Financial Group LLC | History | Added to | 9,319 | 829 | 0.72% | 0.7% | 109 | +443 | 4.99% | Q1 2026 | Apr 10, 2026 |
| Keebeck Wealth Management | History | New | 9,189 | 817 | 0.09% | — | 110 | +9,189 | New | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 9,084 | 807 | 0.06% | 0.06% | 111 | +732 | 8.76% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | New | 8,944 | 796 | 0.03% | — | 112 | +8,944 | New | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 8,848 | 787 | 0.05% | 0.05% | 113 | +277 | 3.23% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,835 | 786 | 0.0% | 0.0% | 114 | +3,761 | 74.12% | Q1 2026 | Apr 30, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 8,551 | 761 | 0.44% | 0.41% | 115 | +563 | 7.05% | Q1 2026 | Apr 08, 2026 |
| JB Capital LLC | History | Added to | 8,258 | 735 | 0.03% | 0.03% | 116 | +204 | 2.53% | Q1 2026 | Apr 27, 2026 |
| SWMG, LLC | History | New | 8,177 | 727 | 0.21% | — | 117 | +8,177 | New | Q1 2026 | Apr 24, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 8,126 | 723 | 0.22% | 0.19% | 118 | +936 | 13.02% | Q1 2026 | Apr 13, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 8,082 | 719 | 0.18% | 0.17% | 119 | +830 | 11.45% | Q1 2026 | May 05, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 8,037 | 715 | 0.3% | 0.24% | 120 | +1,630 | 25.44% | Q1 2026 | Apr 08, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 7,967 | 709 | 0.09% | — | 121 | +7,967 | New | Q1 2026 | May 12, 2026 |
| Vertex Planning Partners, LLC | History | New | 7,942 | 706 | 0.14% | — | 122 | +7,942 | New | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,808 | 694 | 0.01% | 0.01% | 123 | -1,277 | -14.06% | Q1 2026 | Apr 20, 2026 |
| Detalus Advisors, LLC | History | Added to | 7,379 | 656 | 0.15% | 0.15% | 124 | +611 | 9.03% | Q1 2026 | Apr 22, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 7,379 | 656 | 0.29% | 0.28% | 125 | +441 | 6.36% | Q1 2026 | Apr 28, 2026 |
| Goldstein Advisors, LLC | History | Added to | 7,263 | 646 | 0.07% | 0.06% | 126 | +939 | 14.85% | Q1 2026 | Apr 28, 2026 |
| Breakwater Capital Group | History | New | 7,230 | 643 | 0.09% | — | 127 | +7,230 | New | Q1 2026 | Apr 20, 2026 |
| Skyline Advisors, Inc. | History | New | 7,092 | 631 | 0.22% | — | 128 | +7,092 | New | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,897 | 611 | 0.01% | 0.0% | 129 | +1,895 | 37.88% | Q1 2026 | Apr 07, 2026 |
| Invst, LLC | History | Reduced | 6,742 | 600 | 0.07% | 0.07% | 130 | -665 | -8.98% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 6,676 | 594 | 0.0% | 0.0% | 131 | -7,328 | -52.33% | Q1 2026 | May 06, 2026 |
| World Investment Advisors | History | Reduced | 6,541 | 582 | 0.01% | 0.01% | 132 | -8 | -0.12% | Q1 2026 | Apr 27, 2026 |
| West Wealth Group, LLC | History | New | 6,519 | 580 | 0.11% | — | 133 | +6,519 | New | Q1 2026 | May 11, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 6,516 | 580 | 0.29% | — | 134 | +6,516 | New | Q1 2026 | Apr 17, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 6,409 | 570 | 0.09% | 0.08% | 135 | +949 | 17.38% | Q1 2026 | May 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 6,337 | 560 | 0.07% | 0.07% | 137 | +1,493 | 30.82% | Q1 2026 | May 06, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 6,300 | 560 | 0.08% | 0.07% | 136 | +669 | 11.88% | Q1 2026 | Apr 15, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 6,127 | 545 | 0.16% | 0.08% | 138 | +2,981 | 94.76% | Q1 2026 | May 14, 2026 |
| Chatterton & Associates Inc. | History | Added to | 6,033 | 538 | 0.38% | 0.33% | 139 | +1,740 | 40.53% | Q1 2026 | Apr 20, 2026 |
| Gateway Wealth Partners, LLC | History | New | 5,952 | 529 | 0.02% | — | 141 | +5,952 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 5,947 | 529 | 0.01% | — | 140 | +5,947 | New | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Added to | 5,904 | 525 | 0.01% | 0.01% | 142 | +3,286 | 125.52% | Q1 2026 | Apr 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 5,787 | 515 | 0.03% | — | 143 | +5,787 | New | Q1 2026 | Apr 13, 2026 |
| Brookwood Investment Group LLC | History | Added to | 5,634 | 501 | 0.06% | 0.03% | 144 | +2,808 | 99.36% | Q1 2026 | May 04, 2026 |
| Keystone Financial Services | History | New | 5,392 | 479 | 0.14% | — | 145 | +5,392 | New | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,346 | 471 | 0.0% | 0.0% | 146 | +2,966 | 124.62% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 4,964 | 441 | 0.0% | — | 147 | +4,964 | New | Q1 2026 | Apr 08, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 4,945 | 440 | 0.34% | 0.33% | 148 | +317 | 6.85% | Q1 2026 | Apr 28, 2026 |
| Security Financial Services, INC. | History | No change | 4,887 | 438 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,776 | 425 | 0.01% | 0.01% | 150 | +908 | 23.47% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 4,673 | 415 | 0.01% | 0.01% | 151 | +1,896 | 68.28% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,628 | 411 | 0.0% | 0.0% | 152 | +311 | 7.2% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 4,555 | 405 | 0.01% | — | 153 | +4,555 | New | Q1 2026 | May 13, 2026 |
| Daviman Financial, LLC | History | Reduced | 4,258 | 378 | 0.22% | 0.25% | 154 | -448 | -9.52% | Q1 2026 | Apr 23, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 4,197 | 373 | 0.13% | 0.12% | 155 | +380 | 9.96% | Q1 2026 | May 05, 2026 |
| Integrated Advisors Network LLC | History | New | 4,143 | 368 | 0.02% | — | 156 | +4,143 | New | Q1 2026 | Apr 28, 2026 |
| Cadia Private Client LLC | History | Added to | 4,126 | 367 | 0.3% | 0.21% | 157 | +1,110 | 36.8% | Q1 2026 | May 20, 2026 |
| HRT FINANCIAL LP | History | New | 4,066 | 361 | 0.0% | — | 158 | +4,066 | New | Q1 2026 | May 14, 2026 |
| LifePlan Investment Advisors, Inc. | History | New | 4,010 | 356 | 0.14% | — | 159 | +4,010 | New | Q1 2026 | May 14, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 3,986 | 354 | 0.11% | 0.11% | 160 | +64 | 1.63% | Q1 2026 | Apr 20, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 3,913 | 348 | 0.11% | 0.13% | 161 | -487 | -11.07% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 3,891 | 345 | 0.01% | 0.01% | 163 | +954 | 32.48% | Q1 2026 | May 01, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 3,877 | 345 | 0.22% | 0.21% | 162 | +142 | 3.8% | Q1 2026 | Apr 15, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 3,854 | 343 | 0.23% | — | 164 | +3,854 | New | Q1 2026 | Apr 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,836 | 341 | 0.0% | 0.0% | 165 | +6 | 0.16% | Q1 2026 | May 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 3,817 | 339 | 0.09% | 0.08% | 166 | +248 | 6.95% | Q1 2026 | Apr 16, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 3,788 | 337 | 0.04% | 0.04% | 167 | +563 | 17.46% | Q1 2026 | May 11, 2026 |
| Claro Advisors Inc. | History | Reduced | 3,749 | 333 | 0.04% | 0.05% | 168 | -87 | -2.27% | Q1 2026 | Apr 21, 2026 |
| Buttonwood Financial Group, LLC | History | Added to | 3,633 | 323 | 0.2% | 0.14% | 169 | +644 | 21.55% | Q1 2026 | Apr 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 3,602 | 320 | 0.03% | 0.03% | 170 | +508 | 16.42% | Q1 2026 | May 06, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 3,574 | 318 | 0.04% | 0.04% | 171 | +52 | 1.48% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | New | 3,526 | 313 | 0.0% | — | 172 | +3,526 | New | Q1 2026 | May 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | New | 3,514 | 312 | 0.11% | — | 173 | +3,514 | New | Q1 2026 | Apr 09, 2026 |
| Bedminster, LLC | History | Added to | 3,481 | 309 | 0.29% | 0.27% | 174 | +144 | 4.32% | Q1 2026 | Apr 24, 2026 |
| Centurion Wealth Management LLC | History | Added to | 3,369 | 299 | 0.07% | 0.05% | 175 | +923 | 37.74% | Q1 2026 | Apr 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,357 | 298 | 0.0% | 0.0% | 176 | +806 | 31.6% | Q1 2026 | May 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 3,318 | 295 | 0.15% | 0.12% | 177 | +634 | 23.62% | Q1 2026 | Apr 16, 2026 |
| KWB Wealth | History | Reduced | 3,230 | 289 | 0.03% | 0.03% | 178 | -208 | -6.05% | Q1 2026 | Apr 08, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | New | 3,246 | 288 | 0.09% | — | 179 | +3,246 | New | Q1 2026 | Apr 17, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 3,222 | 287 | 0.04% | 0.03% | 180 | +582 | 22.05% | Q1 2026 | Apr 20, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 3,214 | 286 | 0.1% | 0.1% | 181 | +20 | 0.63% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | New | 3,176 | 282 | 0.02% | — | 182 | +3,176 | New | Q1 2026 | Apr 22, 2026 |
| First Heartland Consultants, Inc. | History | New | 3,135 | 279 | 0.02% | — | 183 | +3,135 | New | Q1 2026 | Apr 08, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 3,080 | 274 | 0.14% | 0.14% | 184 | +72 | 2.39% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Reduced | 3,058 | 272 | 0.01% | 0.01% | 185 | -394 | -11.41% | Q1 2026 | Apr 30, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 2,996 | 266 | 0.03% | 0.03% | 186 | -2 | -0.07% | Q1 2026 | May 15, 2026 |
| Avid Wealth Partners LLC | History | No change | 2,912 | 259 | 0.12% | 0.13% | 187 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Signal Advisors Wealth, LLC | History | New | 2,910 | 258 | 0.02% | — | 188 | +2,910 | New | Q1 2026 | Apr 17, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 2,876 | 255 | 0.15% | — | 189 | +2,876 | New | Q1 2026 | May 11, 2026 |
| FLP Wealth Management, LLC | History | New | 2,825 | 251 | 0.52% | — | 190 | +2,825 | New | Q1 2026 | Apr 28, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 2,740 | 243 | 0.11% | — | 191 | +2,740 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 2,675 | 238 | 0.06% | 0.07% | 193 | +112 | 4.37% | Q1 2026 | May 08, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 2,675 | 238 | 0.0% | 0.0% | 192 | -12 | -0.45% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | New | 2,666 | 237 | 0.0% | — | 195 | +2,666 | New | Q1 2026 | May 18, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 2,669 | 237 | 0.1% | 0.09% | 194 | +271 | 11.3% | Q1 2026 | May 04, 2026 |
| Concorde Asset Management, LLC | History | No change | 2,592 | 232 | 0.09% | 0.09% | 196 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,522 | 224 | 0.0% | 0.0% | 197 | +29 | 1.16% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,452 | 218 | 0.01% | 0.0% | 198 | +1,577 | 180.23% | Q1 2026 | Apr 13, 2026 |
| NOVEM GROUP | History | New | 2,346 | 208 | 0.02% | — | 199 | +2,346 | New | Q1 2026 | Apr 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 2,333 | 207 | 0.01% | — | 200 | +2,333 | New | Q1 2026 | Apr 20, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | New | 2,307 | 205 | 0.03% | — | 201 | +2,307 | New | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 2,298 | 204 | 0.02% | — | 203 | +2,298 | New | Q1 2026 | May 13, 2026 |
| Redwood Investment Management, LLC | History | New | 2,297 | 204 | 0.03% | — | 202 | +2,297 | New | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 2,250 | 201 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,231 | 198 | 0.0% | — | 205 | +2,231 | New | Q1 2026 | May 01, 2026 |
| EFG International AG | History | New | 1,992 | 177 | 0.0% | — | 206 | +1,992 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,646 | 146 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,603 | 142 | 0.0% | 0.0% | 208 | +1,328 | 482.91% | Q1 2026 | May 07, 2026 |
| Golden State Wealth Management, LLC | History | New | 1,553 | 138 | 0.02% | — | 209 | +1,553 | New | Q1 2026 | Apr 28, 2026 |
| JPL Wealth Management, LLC | History | New | 1,392 | 123 | 0.03% | — | 210 | +1,392 | New | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | New | 1,228 | 109 | 0.0% | — | 211 | +1,228 | New | Q1 2026 | Apr 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,176 | 105 | 0.0% | 0.01% | 212 | -720 | -37.97% | Q1 2026 | May 18, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,172 | 104 | 0.01% | 0.01% | 213 | +257 | 28.09% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | New | 1,144 | 101 | 0.0% | — | 215 | +1,144 | New | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | Added to | 1,135 | 101 | 0.02% | 0.02% | 214 | +3 | 0.27% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | New | 842 | 74 | 0.0% | — | 216 | +842 | New | Q1 2026 | Apr 13, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 819 | 72 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GeoWealth Management, LLC | History | Reduced | 809 | 71 | 0.0% | 0.01% | 218 | -1,025 | -55.89% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 782 | 69 | 0.0% | 0.0% | 219 | -7 | -0.89% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 763 | 67 | 0.0% | — | 220 | +763 | New | Q1 2026 | May 01, 2026 |
| Imprint Wealth LLC | History | Added to | 750 | 66 | 0.3% | 0.29% | 221 | +49 | 6.99% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Added to | 741 | 65 | 0.02% | 0.0% | 222 | +567 | 325.86% | Q1 2026 | May 07, 2026 |
| LGT Financial Advisors LLC | History | Added to | 729 | 64 | 0.33% | 0.07% | 224 | +590 | 424.46% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 727 | 64 | 0.0% | 0.0% | 223 | +82 | 12.71% | Q1 2026 | Apr 07, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 702 | 62 | 0.02% | 0.01% | 225 | +476 | 210.62% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 702 | 62 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Added to | 679 | 60 | 0.0% | 0.0% | 227 | +3 | 0.44% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | New | 651 | 57 | 0.0% | — | 228 | +651 | New | Q1 2026 | May 19, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 462 | 41 | 0.01% | — | 229 | +451 | 4100.0% | Q1 2026 | Apr 28, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 379 | 33 | 0.02% | — | 231 | +379 | New | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 378 | 33 | 0.0% | 0.0% | 230 | +78 | 26.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 321 | 28 | 0.0% | 0.0% | 232 | -32,041 | -99.01% | Q1 2026 | May 14, 2026 |
| Capital Advisor Network LLC | History | New | 299 | 26 | 0.03% | — | 233 | +299 | New | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 261 | 23 | 0.0% | 0.0% | 234 | +167 | 177.66% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 244 | 21 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 132 | 11 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 116 | 10 | 0.0% | 0.0% | 237 | -79 | -40.51% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Added to | 114 | 10 | 0.01% | 0.01% | 238 | +25 | 28.09% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Added to | 108 | 9 | 0.0% | 0.0% | 239 | +70 | 184.21% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 106 | 9 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Park Place Capital Corp | History | No change | 101 | 8 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 91 | 8 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | New | 85 | 7 | 0.0% | — | 243 | +85 | New | Q1 2026 | May 13, 2026 |
| Advocate Investing Services LLC | History | New | 39 | 3 | 0.0% | — | 244 | +39 | New | Q1 2026 | Apr 22, 2026 |
| NBT BANK N A /NY | History | Reduced | 32 | 2 | 0.0% | 0.0% | 246 | -58 | -64.44% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 28 | 2 | 0.0% | 0.0% | 248 | -46 | -62.16% | Q1 2026 | May 14, 2026 |
| Financial Freedom, LLC | History | New | 33 | 2 | 0.0% | — | 250 | +33 | New | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | New | 25 | 2 | 0.0% | — | 249 | +25 | New | Q1 2026 | May 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 23 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 22 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -109,528 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -102,111 | -100.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,135 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -8,229 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,451 | -100.0% | Q1 2026 | May 20, 2026 |
| Tempus Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,044 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,281 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,281 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,839 | -100.0% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |