FLEXSHARES TRUST - GUNR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | No change | 76,418,004 | 3,765,879 | 0.44% | 0.44% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 5,103,843 | 251,517 | 0.95% | 0.95% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,752,993 | 184,947 | 1.96% | 1.96% | 3 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | No change | 3,408,196 | 167,955 | 15.44% | 15.44% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,950,953 | 96,142 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST INTERSTATE BANK | History | No change | 1,272,602 | 62,713 | 3.27% | 3.27% | 6 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 1,143,129 | 60,288 | 2.95% | 2.82% | 7 | +17,873 | 1.59% | Q3 2026 | Oct 13, 2026 |
| CONNABLE OFFICE INC | History | No change | 1,155,512 | 56,943 | 5.01% | 5.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 1,048,389 | 51,664 | 9.35% | 9.35% | 9 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 912,469 | 48,123 | 4.12% | 3.9% | 10 | +28,628 | 3.24% | Q3 2026 | Oct 01, 2026 |
| NBT BANK, N.A. | History | No change | 941,050 | 46,374 | 3.07% | 3.07% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 1832 Asset Management L.P. | History | No change | 889,596 | 43,839 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 715,798 | 35,274 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Barry Investment Advisors, LLC | History | No change | 626,000 | 30,849 | 6.45% | 6.45% | 14 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pure Financial Advisors, LLC | History | No change | 507,801 | 25,024 | 0.32% | 0.32% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hills Bank & Trust Co | History | No change | 503,100 | 24,792 | 1.06% | 1.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VPR Management LLC | History | No change | 497,600 | 24,521 | 9.85% | 9.85% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 497,060 | 24,495 | 0.44% | 0.44% | 18 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 433,867 | 21,380 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colony Family Offices, LLC | History | No change | 400,097 | 19,716 | 4.33% | 4.33% | 20 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 359,635 | 18,967 | 2.1% | 2.25% | 21 | -27,912 | -7.2% | Q3 2026 | Oct 07, 2026 |
| Navalign, LLC | History | No change | 348,035 | 17,151 | 4.0% | 4.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farmers National Bank | History | No change | 330,316 | 16,277 | 3.4% | 3.4% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 317,220 | 15,632 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 307,033 | 15,130 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 236,853 | 11,672 | 1.48% | 1.48% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 224,310 | 11,053 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 210,557 | 10,376 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Bank | History | No change | 210,191 | 10,358 | 3.15% | 3.15% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 199,934 | 9,852 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CoreCap Advisors, LLC | History | Added to | 182,164 | 9,607 | 0.28% | 0.26% | 31 | +4,777 | 2.69% | Q3 2026 | Oct 08, 2026 |
| BESSEMER GROUP INC | History | No change | 194,758 | 9,597 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPH & CO | History | Reduced | 181,058 | 9,548 | 2.43% | 2.34% | 33 | -6,448 | -3.44% | Q3 2026 | Oct 07, 2026 |
| Ledyard National Bank | History | No change | 192,311 | 9,477 | 0.76% | 0.76% | 34 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cetera Investment Advisers | History | No change | 190,180 | 9,372 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 186,374 | 9,185 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M Holdings Securities, Inc. | History | No change | 179,898 | 8,857 | 1.21% | 1.21% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 176,017 | 8,674 | 2.85% | 2.85% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brio Consultants, LLC | History | No change | 171,078 | 8,430 | 0.99% | 0.99% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 168,164 | 8,287 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| IAG Wealth Partners, LLC | History | No change | 167,566 | 8,257 | 0.82% | 0.82% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Boltwood Capital Management | History | Added to | 144,940 | 7,644 | 1.72% | 1.59% | 42 | +4,327 | 3.08% | Q3 2026 | Oct 02, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 153,255 | 7,511 | 2.54% | 2.54% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 151,996 | 7,490 | 0.98% | 0.98% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VeraBank, N.A. | History | No change | 150,900 | 7,436 | 1.23% | 1.23% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avos Capital Management, LLC | History | No change | 148,285 | 7,307 | 3.04% | 3.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| a16z Perennial Management, L.P. | History | No change | 147,066 | 7,247 | 0.59% | 0.59% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 140,849 | 6,941 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 137,370 | 6,769 | 0.83% | 0.83% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 131,917 | 6,500 | 1.34% | 1.34% | 50 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cambria Investment Management, L.P. | History | No change | 130,526 | 6,432 | 0.32% | 0.32% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 127,510 | 6,283 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 125,282 | 6,173 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fermata Advisors, LLC | History | Added to | 114,092 | 6,017 | 1.16% | 1.1% | 54 | +4,082 | 3.71% | Q3 2026 | Oct 09, 2026 |
| Austin Wealth Management, LLC | History | No change | 116,916 | 5,953 | 1.26% | 1.26% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 115,657 | 5,699 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| W1M Asset Management Ltd | History | No change | 115,000 | 5,670 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 113,094 | 5,573 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 107,803 | 5,312 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 97,695 | 4,814 | 0.43% | 0.43% | 60 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EJMK Ventures LLC | History | No change | 94,420 | 4,653 | 2.11% | 2.11% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 87,458 | 4,310 | 0.18% | 0.18% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 83,867 | 4,132 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Missouri Trust & Investment Co | History | No change | 78,719 | 4,120 | 1.12% | 1.12% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 80,584 | 3,971 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 79,453 | 3,915 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 75,223 | 3,705 | 0.43% | 0.43% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 72,027 | 3,549 | 1.66% | 1.66% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 71,979 | 3,547 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 68,925 | 3,396 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 66,269 | 3,265 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 65,808 | 3,243 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 65,579 | 3,223 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 65,355 | 3,220 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sageworth Trust Co | History | No change | 61,217 | 3,016 | 0.12% | 0.12% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 56,301 | 2,969 | 0.08% | 0.09% | 76 | -6,939 | -10.97% | Q3 2026 | Oct 05, 2026 |
| Fiduciary Alliance LLC | History | Added to | 55,559 | 2,930 | 0.22% | 0.14% | 77 | +14,722 | 36.05% | Q3 2026 | Oct 13, 2026 |
| AlTi Global, Inc. | History | No change | 56,727 | 2,795 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Redwood Park Advisors LLC | History | No change | 54,589 | 2,690 | 1.77% | 1.77% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 53,169 | 2,620 | 1.91% | 1.91% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 52,035 | 2,564 | 1.12% | 1.12% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CVA Family Office, LLC | History | No change | 51,320 | 2,529 | 0.23% | 0.23% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENTREWEALTH, LLC | History | No change | 47,337 | 2,491 | 0.92% | 0.92% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 50,092 | 2,468 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 48,895 | 2,409 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MONECO ADVISORS, LLC | History | No change | 48,860 | 2,407 | 0.15% | 0.15% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 48,479 | 2,389 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 47,369 | 2,334 | 0.33% | 0.33% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 47,264 | 2,329 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cerity Partners LLC | History | No change | 46,719 | 2,302 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 46,700 | 2,301 | 0.88% | 0.88% | 91 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | No change | 45,404 | 2,237 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 43,395 | 2,138 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mosley Wealth Management | History | No change | 42,466 | 2,092 | 0.67% | 0.67% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 39,873 | 1,964 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 39,626 | 1,952 | 0.58% | 0.58% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 38,967 | 1,920 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Stelac Advisory Services LLC | History | No change | 35,629 | 1,755 | 0.33% | 0.33% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 34,906 | 1,720 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 34,717 | 1,710 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 33,959 | 1,673 | 0.95% | 0.95% | 101 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 33,943 | 1,672 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BBR PARTNERS, LLC | History | No change | 32,718 | 1,612 | 0.08% | 0.08% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 32,368 | 1,595 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | No change | 32,259 | 1,589 | 0.18% | 0.18% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 30,650 | 1,510 | 0.1% | 0.1% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NICOLET BANKSHARES INC | History | No change | 29,023 | 1,439 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 28,908 | 1,425 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 28,874 | 1,422 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 28,349 | 1,395 | 0.14% | 0.14% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 28,229 | 1,391 | 0.55% | 0.55% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LRI Investments, LLC | History | No change | 27,622 | 1,361 | 0.11% | 0.11% | 112 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kendall Capital Management | History | No change | 26,603 | 1,310 | 0.22% | 0.22% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,224 | 1,244 | 0.0% | 0.0% | 114 | +3,352 | 16.87% | Q3 2026 | Oct 13, 2026 |
| FMR LLC | History | No change | 24,849 | 1,224 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 24,344 | 1,199 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 23,456 | 1,155 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 23,446 | 1,155 | 0.2% | 0.2% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gerald Baker Financial Group LLC | History | Added to | 21,873 | 1,153 | 0.33% | 0.26% | 119 | +3,609 | 19.76% | Q3 2026 | Oct 09, 2026 |
| Factor Wealth Management LTD | History | Added to | 20,683 | 1,090 | 0.17% | 0.15% | 120 | +44 | 0.21% | Q3 2026 | Oct 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 20,832 | 1,026 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 20,365 | 1,003 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BlackRock, Inc. | History | No change | 19,818 | 976 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 19,787 | 975 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 19,772 | 974 | 0.4% | 0.4% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EP Wealth Advisors, LLC | History | No change | 19,647 | 968 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 18,745 | 923 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 18,584 | 915 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SVB WEALTH LLC | History | No change | 18,245 | 899 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | No change | 17,870 | 880 | 0.43% | 0.43% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 17,788 | 876 | 0.19% | 0.19% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Busey Bank | History | No change | 17,510 | 862 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 17,298 | 852 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 16,413 | 808 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 15,904 | 783 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BOKF, NA | History | No change | 15,869 | 782 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 15,800 | 778 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 15,702 | 773 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 15,494 | 763 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 15,086 | 743 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 15,068 | 742 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Greenspring Advisors, LLC | History | No change | 14,861 | 732 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 14,636 | 721 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 13,565 | 715 | 0.25% | 0.23% | 144 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 13,953 | 687 | 0.1% | 0.1% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 13,800 | 680 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO | History | No change | 13,354 | 667 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Valued Retirements, Inc. | History | No change | 13,543 | 667 | 0.6% | 0.6% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | No change | 13,086 | 644 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fund Evaluation Group, LLC | History | No change | 12,948 | 638 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 12,901 | 635 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12,884 | 634 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMERCE BANK | History | No change | 12,691 | 625 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 12,453 | 613 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Investment Management | History | No change | 12,221 | 602 | 0.32% | 0.32% | 155 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 12,114 | 596 | 0.39% | 0.39% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 10,911 | 575 | 0.02% | — | 157 | +10,911 | New | Q3 2026 | Oct 08, 2026 |
| Forza Wealth Management, LLC | History | No change | 11,238 | 553 | 0.17% | 0.17% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Permanens Capital L.P. | History | No change | 11,200 | 551 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 11,078 | 545 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 10,383 | 544 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 9,700 | 535 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 10,855 | 534 | 0.12% | 0.12% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 10,566 | 520 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Provident Wealth Management, LLC | History | No change | 10,491 | 517 | 0.13% | 0.13% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cannell & Spears LLC | History | No change | 10,442 | 514 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 9,688 | 510 | 0.06% | 0.05% | 167 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 10,300 | 507 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VESTOR CAPITAL, LLC | History | No change | 8,623 | 486 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fort Point Capital Partners LLC | History | No change | 9,849 | 485 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 9,645 | 475 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SEVEN MILE ADVISORY | History | No change | 9,438 | 465 | 0.31% | 0.31% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 9,169 | 451 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 9,158 | 450 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 8,953 | 441 | 0.16% | 0.16% | 175 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,164 | 430 | 0.01% | 0.01% | 176 | +248 | 3.13% | Q3 2026 | Oct 13, 2026 |
| Squarepoint Ops LLC | History | No change | 8,744 | 430 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,594 | 423 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 8,467 | 417 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,440 | 415 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bienville Capital Management, LLC | History | No change | 8,421 | 414 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Well Done, LLC | History | No change | 8,373 | 412 | 0.06% | 0.06% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gryphon Financial Partners LLC | History | No change | 8,125 | 400 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 8,030 | 395 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 8,010 | 394 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Analysts, LLC | History | No change | 7,932 | 391 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WASHINGTON TRUST Co | History | No change | 7,885 | 388 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rossby Financial, LCC | History | No change | 7,822 | 385 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | No change | 7,692 | 379 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Argent Trust Co | History | No change | 7,703 | 379 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 7,596 | 374 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 7,576 | 373 | 0.23% | 0.23% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 7,560 | 372 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 7,229 | 356 | 0.07% | 0.07% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 7,111 | 350 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 7,001 | 345 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 7,013 | 345 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 6,821 | 336 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREENLEAF TRUST | History | No change | 6,834 | 336 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 6,776 | 333 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 6,682 | 329 | 0.21% | 0.21% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 6,642 | 327 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Verus Financial Partners, Inc. | History | No change | 6,620 | 326 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 6,334 | 312 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 6,337 | 312 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRB Wealth Management, LLC | History | No change | 6,345 | 312 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 5,660 | 311 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 6,293 | 310 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,169 | 304 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lewis Asset Management, LLC | History | No change | 6,180 | 304 | 0.11% | 0.11% | 210 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atria Investments, Inc | History | No change | 6,030 | 297 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waterloo Capital, L.P. | History | No change | 6,040 | 297 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Western Wealth Management, LLC | History | No change | 5,771 | 284 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nolet Wealth Management, LLC | History | No change | 5,650 | 278 | 0.15% | 0.15% | 214 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Madison Wealth Partners, Inc | History | No change | 5,619 | 276 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Daiwa Securities Group Inc. | History | No change | 5,600 | 275 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AWM CAPITAL, LLC | History | No change | 5,585 | 275 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 5,498 | 270 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,424 | 267 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 5,015 | 264 | 0.17% | 0.2% | 220 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 4,953 | 261 | 0.02% | 0.02% | 221 | +108 | 2.23% | Q3 2026 | Oct 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 5,273 | 259 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 5,175 | 255 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Altus Wealth Group LLC | History | No change | 5,155 | 254 | 0.09% | 0.09% | 224 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Carter Financial Group, INC. | History | No change | 5,100 | 251 | 0.13% | 0.13% | 225 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Essex Bank | History | No change | 5,050 | 248 | 0.05% | 0.05% | 226 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 5,000 | 246 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 4,920 | 242 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Plancorp, LLC | History | No change | 4,668 | 235 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Magnus Financial Group LLC | History | No change | 4,759 | 234 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sowell Financial Services LLC | History | No change | 4,659 | 229 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,611 | 227 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,566 | 225 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 4,486 | 221 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WESBANCO BANK INC | History | No change | 4,362 | 214 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 4,321 | 212 | 0.08% | 0.08% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 4,283 | 211 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 4,290 | 211 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,994 | 210 | 0.0% | 0.0% | 239 | +164 | 4.28% | Q3 2026 | Oct 08, 2026 |
| Betterment LLC | History | No change | 4,183 | 206 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 4,133 | 203 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lunt Capital Management, Inc. | History | No change | 4,090 | 201 | 0.07% | 0.07% | 242 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 4,095 | 201 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Align Financial, LLC | History | No change | 4,063 | 200 | 0.1% | 0.1% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,905 | 143 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HM PAYSON & CO | History | No change | 2,644 | 130 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,631 | 129 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,549 | 125 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,470 | 121 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,323 | 114 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 2,178 | 107 | 0.06% | 0.06% | 251 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CNB Bank | History | No change | 2,150 | 105 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 2,079 | 102 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Key FInancial Inc | History | No change | 2,032 | 100 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,989 | 98 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,943 | 95 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,789 | 88 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Community Bank, N.A. | History | No change | 1,550 | 76 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,515 | 74 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corsicana & Co. | History | No change | 1,487 | 73 | 0.04% | 0.04% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,323 | 65 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Bridge, LLC | History | No change | 1,182 | 58 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caldwell Trust Co | History | No change | 1,161 | 57 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,115 | 54 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BOCHK Asset Management Ltd | History | No change | 1,100 | 54 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Grove Bank & Trust | History | Reduced | 951 | 50 | 0.0% | 0.01% | 266 | -489 | -33.96% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,012 | 49 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 1,000 | 49 | 0.11% | 0.11% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 982 | 48 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 964 | 47 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 959 | 47 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Security National Bank | History | No change | 945 | 46 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AlphaCore Capital LLC | History | No change | 924 | 45 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 923 | 45 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independence Bank of Kentucky | History | No change | 915 | 45 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Larson Financial Group LLC | History | No change | 924 | 45 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard National Trust Co | History | No change | 881 | 43 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 770 | 37 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 573 | 30 | 0.0% | 0.0% | 279 | -75 | -11.57% | Q3 2026 | Oct 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 557 | 27 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 538 | 26 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kentucky Trust Co | History | No change | 493 | 24 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | New | 450 | 23 | 0.0% | — | 283 | +450 | New | Q3 2026 | Oct 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 428 | 21 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 418 | 20 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 344 | 16 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 238 | 11 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Planning Group LLC | History | No change | 218 | 11 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | No change | 213 | 10 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 197 | 9 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fortis Group Advisors, LLC | History | No change | 184 | 9 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Activest Wealth Management | History | No change | 187 | 9 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 188 | 9 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Millstone Evans Group, LLC | History | No change | 174 | 8 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 175 | 8 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 148 | 7 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | No change | 144 | 7 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 138 | 6 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 135 | 6 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 142 | 6 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |