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 | Added to | 76,877,898 | 4,240,584 | 0.56% | 0.39% | 1 | +10,865,527 | 16.46% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 4,859,753 | 268,063 | 4.81% | 3.89% | 2 | +313,717 | 6.9% | Q1 2026 | May 14, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 4,024,367 | 221,984 | 21.45% | 14.82% | 3 | +45,349 | 1.14% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,424,908 | 188,917 | 2.24% | 2.03% | 4 | -167,761 | -4.67% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Added to | 1,969,326 | 108,628 | 0.01% | 0.01% | 5 | +22,862 | 1.17% | Q1 2026 | May 15, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 1,315,126 | 72,542 | 4.08% | 3.66% | 6 | -171,697 | -11.55% | Q1 2026 | Apr 29, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 1,206,798 | 66,566 | 6.55% | 5.25% | 7 | -41,355 | -3.31% | Q1 2026 | Apr 29, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 1,141,300 | 62,954 | 0.06% | 0.06% | 8 | -508,924 | -30.84% | Q1 2026 | May 14, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 1,067,130 | 58,862 | 3.34% | 2.36% | 9 | +125,132 | 13.28% | Q1 2026 | Apr 21, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 975,639 | 53,816 | 10.63% | 10.33% | 10 | -100,647 | -9.35% | Q1 2026 | Apr 14, 2026 |
| NBT BANK N A /NY | History | Added to | 926,707 | 51,117 | 3.35% | 2.71% | 11 | +12,539 | 1.37% | Q1 2026 | Apr 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 840,643 | 46,369 | 4.57% | 4.4% | 12 | +75,757 | 9.9% | Q1 2026 | Apr 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 654,732 | 36,114 | 0.01% | 0.01% | 13 | +285,512 | 77.33% | Q1 2026 | May 14, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 596,907 | 32,925 | 7.26% | 5.88% | 14 | +21,115 | 3.67% | Q1 2026 | Apr 23, 2026 |
| Hills Bank & Trust Co | History | Reduced | 512,329 | 28,260 | 1.37% | 1.45% | 15 | -31,655 | -5.82% | Q1 2026 | May 01, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 512,125 | 28,248 | 0.41% | 0.39% | 16 | -22,715 | -4.25% | Q1 2026 | Apr 10, 2026 |
| VPR Management LLC | History | No change | 497,600 | 27,447 | 10.97% | 10.16% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 480,555 | 26,507 | 0.52% | 0.36% | 18 | +75,595 | 18.67% | Q1 2026 | Apr 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 424,492 | 23,415 | 0.0% | 0.0% | 19 | -36,309 | -7.88% | Q1 2026 | May 15, 2026 |
| Colony Family Offices, LLC | History | Reduced | 407,864 | 22,497 | 5.55% | 4.78% | 20 | -10,092 | -2.41% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 395,132 | 21,795 | 0.01% | 0.0% | 21 | +148,159 | 59.99% | Q1 2026 | May 04, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 392,858 | 21,776 | 2.69% | 2.24% | 22 | +15,568 | 4.13% | Q1 2026 | Apr 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 384,472 | 21,207 | 0.03% | 0.03% | 23 | -37,663 | -8.92% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | Reduced | 344,007 | 18,975 | 4.79% | 4.19% | 24 | -28,212 | -7.58% | Q1 2026 | Apr 29, 2026 |
| LPL Financial LLC | History | Reduced | 306,519 | 16,907 | 0.0% | 0.0% | 25 | -5,695 | -1.82% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 296,214 | 16,336 | 0.0% | 0.0% | 26 | -23,912 | -7.47% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 248,558 | 13,710 | 0.0% | 0.0% | 27 | +15,248 | 6.54% | Q1 2026 | May 05, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 232,880 | 12,845 | 1.78% | 1.23% | 28 | +35,883 | 18.21% | Q1 2026 | Apr 22, 2026 |
| Farmers National Bank | History | No change | 278,365 | 12,763 | 2.85% | 2.85% | 29 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| United Bank | History | Added to | 211,277 | 11,654 | 3.88% | 2.73% | 30 | +35,968 | 20.52% | Q1 2026 | May 01, 2026 |
| Cambria Investment Management, L.P. | History | New | 198,999 | 10,976 | 0.61% | — | 31 | +198,999 | New | Q1 2026 | May 14, 2026 |
| Ledyard National Bank | History | Added to | 195,412 | 10,778 | 0.93% | 0.72% | 32 | +12,446 | 6.8% | Q1 2026 | Apr 24, 2026 |
| BESSEMER GROUP INC | History | Added to | 193,462 | 10,672 | 0.02% | 0.01% | 33 | +789 | 0.41% | Q1 2026 | May 06, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 190,934 | 10,562 | 0.71% | 0.71% | 34 | -26,773 | -12.3% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 189,989 | 10,480 | 0.0% | 0.0% | 35 | -3,145 | -1.63% | Q1 2026 | May 15, 2026 |
| STEPH & CO | History | Reduced | 189,148 | 10,433 | 2.98% | 2.75% | 36 | -19,040 | -9.15% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Added to | 188,339 | 10,388 | 0.06% | 0.05% | 37 | +3,784 | 2.05% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 184,215 | 10,161 | 0.01% | 0.01% | 38 | +37,454 | 25.52% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 174,466 | 9,623 | 0.33% | 0.27% | 39 | +5,964 | 3.54% | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 170,563 | 9,408 | 0.05% | 0.03% | 40 | -34,425 | -16.79% | Q1 2026 | Apr 29, 2026 |
| Brio Consultants, LLC | History | Reduced | 168,240 | 9,261 | 1.13% | 1.1% | 41 | -15,741 | -8.56% | Q1 2026 | May 06, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 162,865 | 8,983 | 1.0% | 0.83% | 42 | +5,603 | 3.56% | Q1 2026 | Apr 29, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 157,651 | 8,785 | 1.23% | 1.17% | 43 | -18,649 | -10.58% | Q1 2026 | Apr 13, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 148,912 | 8,214 | 3.08% | 2.52% | 44 | +10,370 | 7.49% | Q1 2026 | May 14, 2026 |
| VeraBank, N.A. | History | Added to | 141,341 | 7,796 | 1.43% | 0.46% | 45 | +86,014 | 155.46% | Q1 2026 | May 11, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 138,434 | 7,634 | 2.81% | 2.25% | 46 | +15,381 | 12.5% | Q1 2026 | Apr 14, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 137,263 | 7,571 | 1.06% | 0.79% | 47 | +15,819 | 13.03% | Q1 2026 | Apr 21, 2026 |
| Avos Capital Management, LLC | History | Reduced | 137,030 | 7,558 | 2.99% | 3.17% | 48 | -21,254 | -13.43% | Q1 2026 | May 15, 2026 |
| Boltwood Capital Management | History | Added to | 129,236 | 7,128 | 1.82% | 1.38% | 49 | +13,533 | 11.7% | Q1 2026 | Apr 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 127,626 | 7,039 | 0.04% | 0.03% | 50 | +29,138 | 29.59% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 118,464 | 6,534 | 0.1% | — | 51 | +118,464 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 117,099 | 6,459 | 0.0% | 0.0% | 52 | +7,845 | 7.18% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 116,312 | 6,416 | 0.2% | — | 53 | +116,312 | New | Q1 2026 | May 15, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 115,018 | 6,381 | 1.45% | 1.11% | 54 | -44,718 | -27.99% | Q1 2026 | Apr 14, 2026 |
| London & Capital Asset Management Ltd | History | New | 115,000 | 6,343 | 0.07% | — | 55 | +115,000 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 114,420 | 6,311 | 0.02% | 0.01% | 56 | +62,241 | 119.28% | Q1 2026 | May 04, 2026 |
| Fermata Advisors, LLC | History | Reduced | 109,132 | 6,019 | 1.36% | 1.23% | 57 | -2,451 | -2.2% | Q1 2026 | Apr 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 86,235 | 4,756 | 0.05% | 0.05% | 58 | -4,417 | -4.87% | Q1 2026 | May 05, 2026 |
| Wealthfront Advisers LLC | History | Added to | 82,675 | 4,560 | 0.01% | 0.01% | 59 | +10,848 | 15.1% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 80,910 | 4,462 | 0.0% | 0.0% | 60 | -4,010 | -4.72% | Q1 2026 | May 13, 2026 |
| EJMK Ventures LLC | History | Added to | 76,535 | 4,221 | 2.36% | 1.12% | 61 | +36,866 | 92.93% | Q1 2026 | Apr 24, 2026 |
| HORIZON BANCORP INC /IN/ | History | Added to | 74,070 | 4,086 | 1.97% | 1.33% | 62 | +14,527 | 24.4% | Q1 2026 | Apr 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 70,364 | 3,878 | 0.51% | 0.44% | 63 | +1,716 | 2.5% | Q1 2026 | Apr 28, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 68,776 | 3,793 | 1.11% | 0.95% | 64 | -1,900 | -2.69% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 68,619 | 3,785 | 0.01% | 0.0% | 65 | +7,399 | 12.09% | Q1 2026 | Apr 27, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 66,535 | 3,670 | 0.11% | 0.05% | 66 | +34,662 | 108.75% | Q1 2026 | Apr 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 64,479 | 3,556 | 0.0% | 0.0% | 67 | +4,295 | 7.14% | Q1 2026 | May 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 64,067 | 3,533 | 0.04% | 0.04% | 68 | -1,418 | -2.17% | Q1 2026 | May 11, 2026 |
| Sageworth Trust Co | History | No change | 61,217 | 3,376 | 0.15% | 0.12% | 69 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AlTi Global, Inc. | History | Added to | 56,326 | 3,106 | 0.07% | 0.06% | 70 | +206 | 0.37% | Q1 2026 | May 07, 2026 |
| GTS SECURITIES LLC | History | Added to | 55,141 | 3,041 | 0.11% | 0.05% | 71 | +23,747 | 75.64% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | Added to | 53,248 | 2,937 | 0.31% | 0.28% | 72 | +37 | 0.07% | Q1 2026 | Apr 29, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 51,424 | 2,836 | 1.49% | 1.3% | 73 | -2,908 | -5.35% | Q1 2026 | Apr 22, 2026 |
| Redwood Park Advisors LLC | History | Added to | 50,115 | 2,764 | 1.84% | 1.42% | 74 | +4,528 | 9.93% | Q1 2026 | May 04, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 48,431 | 2,671 | 0.21% | 0.16% | 75 | +3,102 | 6.84% | Q1 2026 | May 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 48,216 | 2,659 | 0.05% | 0.05% | 76 | -2,631 | -5.17% | Q1 2026 | Apr 14, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 47,980 | 2,646 | 1.16% | 1.04% | 77 | -500 | -1.03% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 46,991 | 2,592 | 0.01% | 0.01% | 78 | +3,587 | 8.26% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Added to | 45,156 | 2,490 | 0.08% | 0.05% | 79 | +10,265 | 29.42% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 42,317 | 2,334 | 0.0% | 0.0% | 80 | +1,242 | 3.02% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 42,141 | 2,324 | 0.0% | 0.0% | 81 | +216 | 0.52% | Q1 2026 | May 14, 2026 |
| ENTREWEALTH, LLC | History | Added to | 40,588 | 2,238 | 1.0% | 0.94% | 82 | +189 | 0.47% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 40,644 | 2,201 | 0.0% | 0.0% | 83 | +2,819 | 7.45% | Q1 2026 | May 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 39,574 | 2,182 | 0.7% | 0.6% | 84 | -2,102 | -5.04% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 39,239 | 2,164 | 0.0% | 0.0% | 85 | +11,763 | 42.81% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 39,040 | 2,153 | 0.0% | 0.0% | 86 | +246 | 0.63% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 38,140 | 2,103 | 0.0% | 0.0% | 87 | +24,289 | 175.36% | Q1 2026 | May 13, 2026 |
| Stelac Advisory Services LLC | History | Added to | 37,724 | 2,080 | 0.42% | 0.49% | 88 | +7,382 | 24.33% | Q1 2026 | May 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 36,444 | 2,010 | 0.09% | 0.07% | 89 | -842 | -2.26% | Q1 2026 | May 06, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 35,477 | 1,956 | 0.07% | 0.19% | 90 | +10,068 | 39.62% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 34,541 | 1,905 | 0.02% | 0.02% | 91 | -122 | -0.35% | Q1 2026 | Apr 28, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 32,016 | 1,766 | 0.22% | 0.19% | 92 | -2,600 | -7.51% | Q1 2026 | May 04, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 30,408 | 1,677 | 0.13% | 0.11% | 93 | -1,020 | -3.25% | Q1 2026 | May 13, 2026 |
| Fiduciary Alliance LLC | History | New | 30,237 | 1,666 | 0.1% | — | 94 | +30,237 | New | Q1 2026 | Apr 20, 2026 |
| RAINIER FAMILY WEALTH INC | History | New | 28,813 | 1,589 | 1.07% | — | 95 | +28,813 | New | Q1 2026 | Apr 16, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 28,229 | 1,557 | 0.68% | 0.55% | 96 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 27,954 | 1,541 | 0.03% | 0.01% | 97 | +20,759 | 288.52% | Q1 2026 | Apr 27, 2026 |
| LRI Investments, LLC | History | Reduced | 27,558 | 1,520 | 0.13% | 0.11% | 98 | -1,129 | -3.94% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 27,003 | 1,489 | 0.0% | 0.0% | 99 | -1,562 | -5.47% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 26,909 | 1,484 | 0.0% | 0.0% | 100 | +10,232 | 61.35% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,202 | 1,452 | 0.0% | 0.0% | 101 | -28,630 | -52.21% | Q1 2026 | Apr 08, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 25,814 | 1,423 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 25,000 | 1,379 | 0.25% | 0.23% | 103 | -2,381 | -8.7% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 23,456 | 1,293 | 0.0% | 0.0% | 104 | -263 | -1.11% | Q1 2026 | Apr 24, 2026 |
| SVB WEALTH LLC | History | Reduced | 23,203 | 1,279 | 0.08% | 0.07% | 105 | -2,578 | -10.0% | Q1 2026 | Apr 17, 2026 |
| Kendall Capital Management | History | Reduced | 23,125 | 1,275 | 0.26% | 0.23% | 106 | -929 | -3.86% | Q1 2026 | Apr 24, 2026 |
| FMR LLC | History | Added to | 23,020 | 1,269 | 0.0% | 0.0% | 107 | +4,029 | 21.22% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 23,014 | 1,269 | 0.0% | 0.0% | 108 | -876 | -3.67% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 22,773 | 1,256 | 0.0% | 0.0% | 109 | -15,492 | -40.49% | Q1 2026 | May 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 22,281 | 1,229 | 0.16% | 0.13% | 110 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 21,835 | 1,204 | 0.0% | 0.0% | 111 | +5,348 | 32.44% | Q1 2026 | May 15, 2026 |
| Factor Wealth Management LTD | History | Reduced | 20,568 | 1,134 | 0.21% | 0.22% | 112 | -1,319 | -6.03% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,098 | 1,108 | 0.0% | 0.0% | 113 | +277 | 1.4% | Q1 2026 | Apr 30, 2026 |
| CHOREO, LLC | History | Reduced | 20,061 | 1,106 | 0.01% | 0.01% | 114 | -150 | -0.74% | Q1 2026 | May 12, 2026 |
| BOKF, NA | History | Reduced | 20,015 | 1,104 | 0.02% | 0.01% | 115 | -1,026 | -4.88% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 19,818 | 1,093 | 0.0% | 0.0% | 116 | +1,684 | 9.29% | Q1 2026 | May 13, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 19,757 | 1,089 | 0.5% | 0.4% | 117 | +140 | 0.71% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 19,646 | 1,083 | 0.01% | 0.0% | 118 | +1,910 | 10.77% | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 19,543 | 1,077 | 0.08% | 0.06% | 119 | +467 | 2.45% | Q1 2026 | May 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 19,314 | 1,065 | 0.27% | 0.24% | 120 | -47 | -0.24% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,940 | 1,025 | 0.0% | 0.0% | 121 | +11,790 | 164.9% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 22,149 | 1,015 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gerald Baker Financial Group LLC | History | New | 18,401 | 1,014 | 0.32% | — | 123 | +18,401 | New | Q1 2026 | May 06, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | No change | 17,870 | 985 | 0.53% | 0.43% | 124 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,778 | 980 | 0.0% | — | 125 | +17,762 | 111012.5% | Q1 2026 | May 01, 2026 |
| Busey Bank | History | No change | 17,510 | 965 | 0.03% | 0.02% | 126 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 16,502 | 910 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 16,000 | 882 | 0.02% | 0.02% | 128 | +746 | 4.89% | Q1 2026 | Apr 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 15,800 | 871 | 0.0% | 0.0% | 129 | -2,200 | -12.22% | Q1 2026 | May 08, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 15,800 | 871 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 15,170 | 836 | 0.32% | 0.27% | 131 | -485 | -3.1% | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 15,124 | 834 | 0.12% | 0.1% | 132 | +426 | 2.9% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 15,038 | 829 | 0.01% | 0.01% | 133 | -100 | -0.66% | Q1 2026 | May 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 15,018 | 828 | 0.09% | 0.06% | 134 | +853 | 6.02% | Q1 2026 | May 06, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 14,654 | 808 | 0.01% | 0.01% | 135 | +18 | 0.12% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 14,377 | 793 | 0.0% | 0.0% | 136 | +1,080 | 8.12% | Q1 2026 | May 15, 2026 |
| VestGen Investment Management | History | Added to | 14,021 | 773 | 0.43% | 0.18% | 137 | +7,080 | 102.0% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | New | 13,628 | 759 | 0.02% | — | 138 | +13,628 | New | Q1 2026 | May 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 13,565 | 748 | 0.29% | 0.45% | 139 | -12,400 | -47.76% | Q1 2026 | Apr 07, 2026 |
| Valued Retirements, Inc. | History | No change | 13,543 | 747 | 0.73% | 0.61% | 140 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 13,522 | 745 | 0.0% | 0.0% | 141 | +3,661 | 37.13% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | No change | 13,354 | 740 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 13,278 | 732 | 0.0% | 0.0% | 143 | +7,978 | 150.53% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 12,901 | 711 | 0.02% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trace Wealth Advisors, LLC | History | Added to | 12,114 | 668 | 0.5% | 0.36% | 145 | +1,275 | 11.76% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 11,879 | 655 | 0.13% | 0.14% | 146 | +2,053 | 20.89% | Q1 2026 | May 11, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 13,545 | 647 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 11,541 | 636 | 0.0% | 0.03% | 148 | -103,387 | -89.96% | Q1 2026 | May 15, 2026 |
| Forza Wealth Management, LLC | History | No change | 11,238 | 619 | 0.22% | 0.19% | 149 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 11,078 | 611 | 0.03% | 0.03% | 150 | +465 | 4.38% | Q1 2026 | May 14, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 10,916 | 602 | 0.18% | 0.16% | 153 | -726 | -6.24% | Q1 2026 | Apr 17, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 10,917 | 602 | 0.15% | 0.15% | 152 | -540 | -4.71% | Q1 2026 | Apr 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 10,915 | 602 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cannell & Spears LLC | History | Added to | 10,713 | 590 | 0.01% | 0.01% | 154 | +4,660 | 76.99% | Q1 2026 | May 15, 2026 |
| Douglass Winthrop Advisors, LLC | History | Reduced | 10,566 | 582 | 0.01% | 0.01% | 155 | -5,900 | -35.83% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 10,400 | 573 | 0.01% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Analysts, LLC | History | Added to | 10,379 | 572 | 0.02% | 0.01% | 157 | +413 | 4.14% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 10,300 | 568 | 0.0% | 0.0% | 158 | -1,400 | -11.97% | Q1 2026 | May 04, 2026 |
| Greenspring Advisors, LLC | History | New | 9,881 | 545 | 0.03% | — | 159 | +9,881 | New | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 9,902 | 542 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Clayton Financial Group LLC | History | No change | 9,795 | 540 | 0.28% | 0.23% | 161 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DEARBORN PARTNERS LLC | History | New | 9,700 | 535 | 0.03% | — | 162 | +9,700 | New | Q1 2026 | May 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 9,688 | 534 | 0.07% | 0.06% | 163 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,627 | 531 | 0.0% | 0.0% | 164 | +9 | 0.09% | Q1 2026 | Apr 30, 2026 |
| SEVEN MILE ADVISORY | History | No change | 9,438 | 520 | 0.38% | 0.07% | 165 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 9,404 | 518 | 0.0% | — | 166 | +9,404 | New | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | New | 9,035 | 498 | 0.0% | — | 167 | +9,035 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 9,158 | 495 | 0.02% | 0.05% | 168 | -16,823 | -64.75% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 8,848 | 488 | 0.0% | 0.0% | 169 | -92 | -1.03% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,824 | 486 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 8,739 | 482 | 0.19% | 0.16% | 171 | +252 | 2.97% | Q1 2026 | Apr 21, 2026 |
| GREENLEAF TRUST | History | Reduced | 8,659 | 477 | 0.0% | 0.0% | 172 | -2,250 | -20.63% | Q1 2026 | Apr 27, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 8,467 | 467 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | New | 8,395 | 463 | 0.0% | — | 174 | +8,395 | New | Q1 2026 | Apr 27, 2026 |
| Well Done, LLC | History | Reduced | 8,373 | 461 | 0.07% | 0.06% | 175 | -1,057 | -11.21% | Q1 2026 | Apr 14, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 8,310 | 458 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 8,168 | 450 | 0.36% | 0.31% | 177 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 7,939 | 437 | 0.05% | 0.05% | 178 | -614 | -7.18% | Q1 2026 | May 14, 2026 |
| WASHINGTON TRUST Co | History | No change | 7,885 | 434 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| US BANCORP \DE\ | History | Added to | 7,608 | 419 | 0.0% | 0.0% | 180 | +1,735 | 29.54% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 7,179 | 395 | 0.01% | 0.01% | 181 | +14 | 0.2% | Q1 2026 | May 04, 2026 |
| Argent Trust Co | History | No change | 7,103 | 391 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 7,001 | 386 | 0.0% | 0.0% | 183 | -792 | -10.16% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 7,013 | 386 | 0.01% | 0.01% | 184 | -115 | -1.61% | Q1 2026 | May 15, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 6,682 | 368 | 0.24% | 0.21% | 185 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 6,574 | 365 | 0.03% | 0.03% | 186 | +24 | 0.37% | Q1 2026 | Apr 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 6,389 | 352 | 0.0% | 0.0% | 187 | -29 | -0.45% | Q1 2026 | Apr 21, 2026 |
| Bienville Capital Management, LLC | History | Added to | 6,357 | 350 | 0.06% | 0.05% | 188 | +14 | 0.22% | Q1 2026 | May 13, 2026 |
| TRB Wealth Management, LLC | History | New | 6,341 | 349 | 0.05% | — | 189 | +6,341 | New | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 6,203 | 342 | 0.05% | 0.05% | 190 | +21 | 0.34% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Reduced | 6,177 | 340 | 0.0% | 0.0% | 191 | -695 | -10.11% | Q1 2026 | May 14, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 6,035 | 332 | 0.02% | — | 192 | +6,035 | New | Q1 2026 | May 05, 2026 |
| Lewis Asset Management, LLC | History | New | 5,921 | 326 | 0.13% | — | 193 | +5,921 | New | Q1 2026 | Apr 21, 2026 |
| Emerald Investment Advisers, LLC | History | New | 5,879 | 324 | 0.03% | — | 194 | +5,879 | New | Q1 2026 | May 11, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 5,851 | 322 | 0.06% | 0.05% | 195 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | New | 5,790 | 319 | 0.0% | — | 196 | +5,790 | New | Q1 2026 | May 05, 2026 |
| WealthPlan Investment Management, LLC | History | New | 5,775 | 318 | 0.02% | — | 197 | +5,775 | New | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Reduced | 5,660 | 312 | 0.01% | 0.0% | 198 | -242 | -4.1% | Q1 2026 | Apr 27, 2026 |
| AWM CAPITAL, LLC | History | Added to | 5,649 | 311 | 0.03% | 0.02% | 199 | +21 | 0.37% | Q1 2026 | May 12, 2026 |
| Nolet Wealth Management, LLC | History | No change | 5,650 | 311 | 0.18% | 0.14% | 200 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 5,602 | 308 | 0.0% | — | 202 | +5,602 | New | Q1 2026 | May 13, 2026 |
| Daiwa Securities Group Inc. | History | No change | 5,600 | 308 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 5,498 | 303 | 0.02% | 0.01% | 203 | -87 | -1.56% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,332 | 294 | 0.01% | 0.01% | 204 | +6 | 0.11% | Q1 2026 | Apr 20, 2026 |
| UMB Bank, n.a. | History | No change | 5,277 | 291 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 5,273 | 290 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | No change | 5,175 | 285 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Essex Bank | History | Reduced | 5,159 | 284 | 0.06% | 0.05% | 208 | -378 | -6.83% | Q1 2026 | Apr 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,105 | 281 | 0.0% | 0.0% | 209 | +587 | 12.99% | Q1 2026 | May 05, 2026 |
| Carter Financial Group, INC. | History | Added to | 5,066 | 279 | 0.17% | 0.13% | 210 | +203 | 4.17% | Q1 2026 | Apr 27, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 5,015 | 276 | 0.26% | 0.21% | 211 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,807 | 265 | 0.0% | 0.0% | 212 | -6,103 | -55.94% | Q1 2026 | May 15, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 4,821 | 265 | 0.11% | 0.1% | 213 | -149 | -3.0% | Q1 2026 | May 01, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 4,729 | 260 | 0.04% | — | 216 | +4,729 | New | Q1 2026 | May 08, 2026 |
| Magnus Financial Group LLC | History | Added to | 4,725 | 260 | 0.02% | 0.02% | 215 | +17 | 0.36% | Q1 2026 | Apr 10, 2026 |
| Plancorp, LLC | History | No change | 4,669 | 260 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 4,664 | 257 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| First Heartland Consultants, Inc. | History | New | 4,649 | 256 | 0.02% | — | 218 | +4,649 | New | Q1 2026 | Apr 08, 2026 |
| Squarepoint Ops LLC | History | New | 4,564 | 251 | 0.0% | — | 219 | +4,564 | New | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 4,537 | 250 | 0.01% | 0.01% | 220 | -41 | -0.9% | Q1 2026 | May 11, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 4,486 | 247 | 0.04% | 0.03% | 221 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WESBANCO BANK INC | History | New | 4,362 | 240 | 0.01% | — | 222 | +4,362 | New | Q1 2026 | Apr 21, 2026 |
| Herold Advisors, Inc. | History | New | 4,258 | 234 | 0.05% | — | 223 | +4,258 | New | Q1 2026 | May 14, 2026 |
| Bedel Financial Consulting, Inc. | History | New | 4,133 | 227 | 0.03% | — | 224 | +4,133 | New | Q1 2026 | May 04, 2026 |
| Align Financial, LLC | History | Reduced | 4,063 | 224 | 0.13% | 0.11% | 225 | -182,226 | -97.82% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,078 | 224 | 0.0% | — | 226 | +4,078 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 4,048 | 223 | 0.01% | 0.01% | 227 | -398 | -8.95% | Q1 2026 | Apr 15, 2026 |
| Vavra Capital Management, LLC | History | Reduced | 3,998 | 220 | 0.21% | 0.22% | 228 | -1,002 | -20.04% | Q1 2026 | Apr 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,611 | 211 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | New | 3,804 | 210 | 0.0% | — | 230 | +3,804 | New | Q1 2026 | May 14, 2026 |
| Mason & Associates Inc | History | New | 3,870 | 209 | 0.04% | — | 231 | +3,870 | New | Q1 2026 | Apr 30, 2026 |
| Essex Financial Services, Inc. | History | New | 3,771 | 208 | 0.01% | — | 232 | +3,771 | New | Q1 2026 | Apr 24, 2026 |
| Fortis Capital Management LLC | History | New | 3,705 | 204 | 0.02% | — | 233 | +3,705 | New | Q1 2026 | May 11, 2026 |
| ASPIRIANT, LLC | History | New | 3,633 | 200 | 0.01% | — | 234 | +3,633 | New | Q1 2026 | May 12, 2026 |
| Advisors Preferred, LLC | History | New | 3,340 | 184 | 0.03% | — | 235 | +3,340 | New | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,308 | 182 | 0.0% | 0.0% | 236 | +1,695 | 105.08% | Q1 2026 | Apr 07, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 2,811 | 155 | 0.01% | 0.01% | 237 | +199 | 7.62% | Q1 2026 | May 21, 2026 |
| HM PAYSON & CO | History | No change | 2,644 | 145 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2,531 | 139 | 0.0% | — | 239 | +2,531 | New | Q1 2026 | May 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 2,227 | 122 | 0.04% | — | 240 | +2,227 | New | Q1 2026 | Apr 13, 2026 |
| CNB Bank | History | No change | 2,150 | 118 | 0.05% | 0.04% | 241 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | No change | 2,032 | 112 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 2,014 | 111 | 0.07% | 0.06% | 243 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,983 | 109 | 0.0% | 0.0% | 244 | +1,033 | 108.74% | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 1,837 | 101 | 0.03% | — | 245 | +1,837 | New | Q1 2026 | Apr 06, 2026 |
| Grove Bank & Trust | History | Reduced | 1,582 | 87 | 0.01% | 0.02% | 246 | -1,598 | -50.25% | Q1 2026 | Apr 08, 2026 |
| Community Bank, N.A. | History | Reduced | 1,550 | 85 | 0.01% | 0.01% | 247 | -510 | -24.76% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 1,438 | 79 | 0.0% | 0.0% | 248 | +849 | 144.14% | Q1 2026 | May 13, 2026 |
| Mosley Wealth Management | History | New | 1,757 | 76 | 0.03% | — | 249 | +1,757 | New | Q1 2026 | Apr 27, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,235 | 68 | 0.0% | 0.0% | 250 | +735 | 147.0% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,419 | 65 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Bridge, LLC | History | No change | 1,182 | 65 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,173 | 64 | 0.0% | 0.0% | 253 | +1,091 | 1330.49% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | New | 1,100 | 60 | 0.02% | — | 254 | +1,100 | New | Q1 2026 | May 21, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 1,000 | 55 | 0.16% | 0.13% | 255 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 979 | 54 | 0.0% | 0.0% | 256 | +940 | 2410.26% | Q1 2026 | May 11, 2026 |
| Security National Bank | History | No change | 945 | 52 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,138 | 52 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 920 | 50 | 0.0% | 0.0% | 260 | +2 | 0.22% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | No change | 915 | 50 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 770 | 42 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Caldwell Trust Co | History | Reduced | 686 | 37 | 0.0% | 0.01% | 262 | -697 | -50.4% | Q1 2026 | Apr 22, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 648 | 35 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 747 | 34 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 607 | 33 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GeoWealth Management, LLC | History | New | 561 | 30 | 0.0% | — | 266 | +561 | New | Q1 2026 | May 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 636 | 29 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AlphaCore Capital LLC | History | No change | 490 | 27 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kentucky Trust Co | History | No change | 493 | 27 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 418 | 23 | 0.0% | 0.0% | 270 | +307 | 276.58% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | New | 370 | 20 | 0.0% | — | 272 | +370 | New | Q1 2026 | May 14, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 447 | 20 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 350 | 19 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 338 | 18 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| YANKCOM Partnership | History | New | 273 | 15 | 0.01% | — | 275 | +273 | New | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | New | 219 | 12 | 0.0% | — | 277 | +219 | New | Q1 2026 | May 19, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 219 | 12 | 0.0% | 0.0% | 276 | +146 | 200.0% | Q1 2026 | May 06, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 214 | 11 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | Added to | 186 | 10 | 0.0% | 0.0% | 280 | +1 | 0.54% | Q1 2026 | Apr 15, 2026 |
| Fortis Group Advisors, LLC | History | No change | 184 | 10 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 175 | 9 | 0.01% | 0.02% | 282 | -175 | -50.0% | Q1 2026 | May 05, 2026 |
| Millstone Evans Group, LLC | History | No change | 174 | 9 | 0.01% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PROTECTIVE LIFE CORP | History | New | 133 | 7 | 0.02% | — | 288 | +133 | New | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | New | 133 | 7 | 0.0% | — | 289 | +133 | New | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 142 | 7 | 0.0% | — | 285 | +128 | 914.29% | Q1 2026 | Apr 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 137 | 7 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NBC SECURITIES, INC. | History | No change | 135 | 7 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Arax Advisory Partners | History | No change | 137 | 7 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 144 | 7 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| City State Bank | History | New | 122 | 6 | 0.0% | — | 290 | +122 | New | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 107 | 5 | 0.0% | — | 293 | +107 | New | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 105 | 5 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Dogwood Wealth Management LLC | History | No change | 103 | 5 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 89 | 4 | 0.0% | — | 295 | +89 | New | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | No change | 79 | 4 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 61 | 3 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Colonial Trust Advisors | History | No change | 61 | 3 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 25 | 1 | 0.0% | — | 302 | +25 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 36 | 1 | 0.0% | 0.0% | 300 | -1 | -2.7% | Q1 2026 | May 06, 2026 |