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 | No change | 2,731,676 | 242,344 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 1,288,561 | 114,316 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 1,002,879 | 88,971 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 697,192 | 62,119 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 495,339 | 43,944 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 435,882 | 38,643 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 344,129 | 30,529 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 332,677 | 29,513 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 292,193 | 25,922 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 253,060 | 22,450 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 204,948 | 18,182 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 200,631 | 17,799 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MCMORGAN & CO LLC | History | No change | 187,772 | 16,658 | 2.51% | 2.51% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 180,060 | 15,974 | 0.13% | 0.13% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 156,198 | 13,858 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 141,070 | 12,515 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 135,511 | 12,022 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 131,823 | 11,694 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alpine Bank Wealth Management | History | No change | 126,530 | 11,225 | 1.44% | 1.44% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 114,036 | 10,100 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 101,509 | 9,005 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 101,310 | 8,987 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 95,076 | 8,434 | 0.17% | 0.17% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 93,640 | 8,307 | 1.31% | 1.31% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 92,438 | 8,200 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 83,514 | 7,409 | 0.15% | 0.15% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascent Group, LLC | History | No change | 74,419 | 6,602 | 0.2% | 0.2% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 72,598 | 6,440 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kelly Financial Services LLC | History | No change | 67,728 | 6,008 | 1.29% | 1.29% | 29 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 64,115 | 5,688 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 62,462 | 5,546 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 62,447 | 5,540 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 59,658 | 5,292 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 57,817 | 5,129 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tidemark, LLC | History | No change | 57,672 | 5,116 | 1.15% | 1.15% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SteelPeak Wealth, LLC | History | No change | 56,584 | 5,019 | 0.13% | 0.13% | 36 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Triad Wealth Partners, LLC | History | No change | 56,670 | 4,928 | 0.29% | 0.29% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 52,745 | 4,679 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 52,097 | 4,621 | 0.1% | 0.1% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 50,167 | 4,450 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 47,994 | 4,257 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 43,993 | 3,902 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Traveka Wealth, LLC | History | No change | 43,141 | 3,827 | 1.27% | 1.27% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NorthRock Partners, LLC | History | No change | 42,377 | 3,759 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 41,400 | 3,672 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 39,019 | 3,465 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 38,689 | 3,433 | 0.08% | 0.08% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 37,704 | 3,344 | 1.77% | 1.77% | 48 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 36,397 | 3,228 | 0.16% | 0.16% | 49 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Perigon Wealth Management, LLC | History | No change | 35,652 | 3,162 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | No change | 35,575 | 3,156 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sharkey, Howes & Javer | History | No change | 35,252 | 3,127 | 0.38% | 0.38% | 52 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Atria Investments, Inc | History | No change | 34,939 | 3,099 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ancora Advisors LLC | History | No change | 34,185 | 3,032 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 34,108 | 3,025 | 0.86% | 0.86% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Blueprint, LLC | History | No change | 33,520 | 2,973 | 0.15% | 0.15% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 32,667 | 2,898 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 31,445 | 2,789 | 0.31% | 0.31% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 28,356 | 2,515 | 1.02% | 1.02% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 27,946 | 2,479 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SOFI WEALTH, LLC | History | No change | 27,372 | 2,428 | 0.1% | 0.1% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SWP FINANCIAL LLC | History | No change | 27,169 | 2,410 | 1.11% | 1.11% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 27,018 | 2,396 | 0.38% | 0.38% | 63 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 26,025 | 2,308 | 1.32% | 1.32% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 25,993 | 2,292 | 0.3% | 0.3% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TSA Wealth Managment LLC | History | No change | 25,599 | 2,271 | 0.64% | 0.64% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 25,222 | 2,227 | 0.15% | 0.15% | 67 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 24,327 | 2,158 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Trek Financial, LLC | History | No change | 23,713 | 2,103 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 23,191 | 2,033 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frisch Financial Group, Inc. | History | No change | 22,581 | 2,003 | 0.34% | 0.34% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Wealth Advisors, LLC | History | No change | 21,323 | 1,891 | 0.21% | 0.21% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MA Private Wealth | History | No change | 20,604 | 1,827 | 0.27% | 0.27% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | No change | 20,519 | 1,820 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lansing Street Advisors | History | No change | 18,513 | 1,642 | 0.35% | 0.35% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 18,481 | 1,639 | 0.31% | 0.31% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 18,232 | 1,617 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 17,957 | 1,593 | 0.16% | 0.16% | 78 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cerity Partners LLC | History | No change | 17,950 | 1,592 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | Added to | 18,772 | 1,582 | 0.19% | 0.12% | 81 | +7,028 | 59.84% | Q3 2026 | Oct 08, 2026 |
| Equitable Holdings, Inc. | History | No change | 17,840 | 1,582 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atlatl Advisers LLC | History | No change | 17,579 | 1,559 | 0.37% | 0.37% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SEEDS INVESTOR LLC | History | No change | 17,118 | 1,518 | 0.16% | 0.16% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Scarborough Advisors, LLC | History | No change | 16,612 | 1,469 | 0.17% | 0.17% | 84 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 16,556 | 1,468 | 0.12% | 0.12% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 16,482 | 1,462 | 0.42% | 0.42% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Simplicity Wealth,LLC | History | No change | 16,102 | 1,428 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 15,856 | 1,406 | 0.48% | 0.48% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tyche Wealth Partners LLC | History | No change | 15,594 | 1,383 | 0.19% | 0.19% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 15,004 | 1,264 | 0.03% | 0.03% | 90 | +600 | 4.17% | Q3 2026 | Oct 07, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 13,922 | 1,235 | 0.28% | 0.28% | 91 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 13,109 | 1,162 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 13,072 | 1,159 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apeiron RIA LLC | History | Added to | 13,768 | 1,158 | 0.26% | 0.06% | 94 | +10,958 | 389.96% | Q3 2026 | Oct 08, 2026 |
| Brookstone Capital Management | History | No change | 12,996 | 1,152 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Optivise Advisory Services LLC | History | No change | 12,666 | 1,123 | 0.57% | 0.57% | 96 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stokes Family Office, LLC | History | No change | 12,439 | 1,103 | 0.13% | 0.13% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 12,390 | 1,099 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Archer Investment Management, LLC | History | No change | 12,303 | 1,091 | 0.37% | 0.37% | 99 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Range Financial Group LLC | History | No change | 12,278 | 1,089 | 0.3% | 0.3% | 100 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 12,230 | 1,085 | 0.11% | 0.11% | 101 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ethos Capital Management, Inc. | History | No change | 11,857 | 1,051 | 0.75% | 0.75% | 102 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Invst, LLC | History | No change | 11,525 | 1,022 | 0.1% | 0.1% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fermata Advisors, LLC | History | No change | 11,337 | 1,005 | 0.2% | 0.2% | 104 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Plancorp, LLC | History | No change | 11,471 | 1,004 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WealthShield Partners, LLC | History | No change | 11,295 | 1,002 | 0.15% | 0.15% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vertex Planning Partners, LLC | History | No change | 11,154 | 989 | 0.15% | 0.15% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 10,996 | 976 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 10,968 | 973 | 0.82% | 0.82% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Modern Wealth Management, LLC | History | No change | 10,947 | 971 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 10,746 | 953 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 10,924 | 920 | 0.32% | 0.32% | 112 | +718 | 7.04% | Q3 2026 | Oct 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 10,308 | 914 | 0.21% | 0.21% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cassilly Financial Group LLC | History | Added to | 10,786 | 909 | 0.61% | 0.69% | 114 | +63 | 0.59% | Q3 2026 | Oct 07, 2026 |
| NOVEM GROUP | History | No change | 10,153 | 900 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sovran Advisors, LLC | History | No change | 10,144 | 888 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Regal Investment Advisors LLC | History | No change | 9,834 | 872 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 9,706 | 861 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,714 | 861 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Skyline Advisors, Inc. | History | No change | 9,578 | 849 | 0.27% | 0.27% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 9,446 | 838 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,815 | 827 | 0.01% | 0.0% | 122 | +2,871 | 41.35% | Q3 2026 | Oct 08, 2026 |
| ONE Advisory Partners, LLC | History | No change | 9,100 | 807 | 0.22% | 0.22% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keebeck Wealth Management | History | No change | 9,042 | 802 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JB Capital LLC | History | No change | 8,962 | 795 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PAX Financial Group, LLC | History | No change | 8,859 | 785 | 0.12% | 0.12% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 8,782 | 779 | 0.19% | 0.19% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 8,770 | 778 | 0.33% | 0.33% | 128 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 8,695 | 771 | 0.4% | 0.4% | 129 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 8,545 | 758 | 0.17% | 0.17% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BCGM Wealth Management, LLC | History | No change | 8,462 | 750 | 0.16% | 0.16% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | No change | 8,177 | 725 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blue Trust, Inc. | History | No change | 8,160 | 723 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 7,967 | 709 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPL Wealth Management, LLC | History | No change | 7,987 | 708 | 0.14% | 0.14% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cobblestone Asset Management LLC | History | No change | 7,492 | 664 | 0.28% | 0.28% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advus Financial Partners, LLC | History | No change | 7,480 | 663 | 0.19% | 0.19% | 137 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| SWMG, LLC | History | No change | 7,532 | 660 | 0.16% | 0.16% | 138 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 7,392 | 655 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,346 | 653 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chatterton & Associates Inc. | History | No change | 7,420 | 652 | 0.38% | 0.38% | 141 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | No change | 7,273 | 645 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Goldstein Advisors, LLC | History | No change | 7,142 | 633 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,851 | 607 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cornerstone Planning Group LLC | History | No change | 6,939 | 606 | 0.08% | 0.08% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| West Wealth Group, LLC | History | No change | 6,761 | 599 | 0.1% | 0.1% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Town Capital LLC | History | No change | 6,679 | 592 | 0.38% | 0.38% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | No change | 6,582 | 584 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOS Asset Management, LLC | History | Added to | 6,786 | 571 | 0.13% | 0.13% | 149 | +320 | 4.95% | Q3 2026 | Oct 09, 2026 |
| Security Financial Services, INC. | History | No change | 6,416 | 569 | 0.08% | 0.08% | 150 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MGO ONE SEVEN LLC | History | No change | 6,407 | 568 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | No change | 6,344 | 562 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,225 | 552 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Wealth Services, LLC | History | No change | 6,153 | 545 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 6,012 | 528 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Advisors Network LLC | History | No change | 5,898 | 523 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 5,878 | 521 | 0.18% | 0.18% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 5,676 | 503 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 5,645 | 500 | 0.14% | 0.14% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rothschild Wealth LLC | History | No change | 5,625 | 499 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Daviman Financial, LLC | History | No change | 5,517 | 489 | 0.27% | 0.27% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CORE WEALTH ADVISORS, LLC | History | No change | 5,437 | 482 | 0.36% | 0.36% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | No change | 5,336 | 473 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Services | History | No change | 5,243 | 465 | 0.12% | 0.12% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apollon Wealth Management, LLC | History | No change | 5,052 | 448 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 4,903 | 434 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 4,815 | 427 | 0.24% | 0.24% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Brookwood Investment Group LLC | History | No change | 4,759 | 422 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 4,628 | 410 | 0.23% | 0.23% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Golden State Wealth Management, LLC | History | No change | 4,608 | 408 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Diversify Advisory Services, LLC | History | No change | 4,606 | 402 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 4,606 | 402 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THEORY FINANCIAL LLC | History | No change | 4,527 | 401 | 0.13% | 0.13% | 173 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 4,299 | 381 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Detalus Advisors, LLC | History | No change | 4,212 | 373 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,154 | 368 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 4,133 | 366 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 4,094 | 363 | 0.09% | 0.09% | 178 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Claro Advisors Inc. | History | No change | 4,090 | 362 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 4,049 | 359 | 0.12% | 0.12% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | No change | 3,998 | 354 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bedminster, LLC | History | No change | 3,930 | 348 | 0.3% | 0.3% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 3,901 | 346 | 0.15% | 0.15% | 183 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CITIGROUP INC | History | No change | 3,785 | 335 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 3,771 | 334 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KWB Wealth | History | No change | 3,746 | 332 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gen-Wealth Partners Inc | History | No change | 3,748 | 332 | 0.09% | 0.09% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,711 | 329 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cadia Private Client LLC | History | No change | 3,718 | 329 | 0.24% | 0.24% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAM Wealth Management, LLC | History | No change | 3,589 | 318 | 0.2% | 0.2% | 190 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 3,622 | 317 | 0.17% | 0.17% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 3,539 | 313 | 0.09% | 0.09% | 192 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Csenge Advisory Group | History | No change | 3,518 | 312 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Buttonwood Financial Group, LLC | History | No change | 3,516 | 311 | 0.18% | 0.18% | 194 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 3,497 | 310 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 3,472 | 308 | 0.1% | 0.1% | 196 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 3,448 | 304 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 3,419 | 303 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 3,385 | 300 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLP Wealth Management, LLC | History | No change | 3,367 | 298 | 0.53% | 0.53% | 200 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 3,275 | 290 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 3,204 | 284 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,355 | 282 | 0.02% | 0.02% | 203 | +97 | 2.98% | Q3 2026 | Oct 08, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 3,172 | 281 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 3,151 | 279 | 0.13% | 0.13% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,141 | 278 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 3,131 | 277 | 0.1% | 0.1% | 207 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Balefire, LLC | History | No change | 3,115 | 276 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Autumn Glory Partners, LLC | History | No change | 3,088 | 273 | 0.08% | 0.08% | 209 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,994 | 265 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 2,991 | 265 | 0.07% | 0.07% | 211 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 2,996 | 265 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,932 | 260 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VestGen Advisors, LLC | History | No change | 2,907 | 257 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 2,893 | 256 | 0.09% | 0.09% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 2,839 | 251 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,809 | 249 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 2,817 | 249 | 0.14% | 0.14% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GeoWealth Management, LLC | History | No change | 2,755 | 244 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Centurion Wealth Management LLC | History | No change | 2,709 | 240 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 2,694 | 239 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 2,693 | 238 | 0.18% | 0.18% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,650 | 235 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Redwood Investment Management, LLC | History | No change | 2,652 | 235 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 2,593 | 230 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ADE, LLC | History | No change | 2,517 | 223 | 0.09% | 0.09% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,505 | 222 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EWA, LLC | History | No change | 2,446 | 216 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Able Wealth Management LLC | History | No change | 2,433 | 215 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Two West Capital Advisors LLC | History | No change | 2,440 | 214 | 0.11% | 0.11% | 230 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EFG International AG | History | No change | 2,419 | 214 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,400 | 212 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Saxony Capital Management, LLC | History | No change | 2,306 | 204 | 0.09% | 0.09% | 233 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BCU Wealth Advisors, LLC | History | No change | 2,283 | 202 | 0.07% | 0.07% | 234 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MKT Advisors LLC | History | No change | 2,292 | 201 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 2,149 | 190 | 0.05% | 0.05% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2,085 | 185 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,726 | 153 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,701 | 150 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 1,364 | 121 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 1,187 | 100 | 0.05% | 0.06% | 241 | +18 | 1.54% | Q3 2026 | Oct 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,055 | 93 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Synergy Investment Management, LLC | History | No change | 925 | 82 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TSFG, LLC | History | No change | 916 | 81 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 883 | 74 | 0.0% | 0.0% | 245 | +71 | 8.74% | Q3 2026 | Oct 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 782 | 69 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Imprint Wealth LLC | History | No change | 770 | 68 | 0.28% | 0.28% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 759 | 66 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vision Retirement, LLC | History | No change | 738 | 65 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LGT Financial Advisors LLC | History | No change | 730 | 64 | 0.34% | 0.34% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingdom Financial Group LLC. | History | No change | 707 | 62 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | No change | 682 | 60 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Raleigh Capital Management Inc. | History | No change | 538 | 47 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 498 | 44 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key Capital Management, INC | History | No change | 487 | 43 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 480 | 42 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 472 | 41 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 369 | 32 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 350 | 31 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 346 | 30 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Advisor Network LLC | History | No change | 313 | 27 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 271 | 24 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LifeSteps Financial, Inc. | History | No change | 268 | 23 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 266 | 22 | 0.01% | 0.0% | 264 | +249 | 1464.71% | Q3 2026 | Oct 09, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 244 | 21 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | No change | 229 | 20 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CX Institutional | History | Added to | 212 | 18 | 0.0% | 0.0% | 268 | +13 | 6.53% | Q3 2026 | Oct 02, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 205 | 18 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 188 | 16 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 184 | 16 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 163 | 14 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 125 | 11 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 122 | 10 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Park Place Capital Corp | History | No change | 101 | 8 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 93 | 8 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 85 | 7 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 48 | 4 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advocate Investing Services LLC | History | No change | 47 | 4 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 23 | 2 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NBT BANK, N.A. | History | No change | 32 | 2 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |