DNP SELECT INCOME FUND INC - DNP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,774,003 | 38,872 | 0.0% | 0.0% | 1 | +19,845 | 0.53% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,229,721 | 33,266 | 0.01% | 0.01% | 2 | +131,646 | 4.25% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,158,223 | 32,529 | 0.01% | 0.01% | 3 | +97,224 | 3.18% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,075,806 | 21,380 | 0.03% | 0.03% | 4 | +150,594 | 7.82% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,530,527 | 15,764 | 0.02% | 0.02% | 5 | +19,122 | 1.27% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,527,121 | 15,729 | 0.02% | 0.02% | 6 | +29,878 | 2.0% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,425,242 | 14,679 | 0.0% | 0.0% | 7 | +317,779 | 28.69% | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 1,230,874 | 12,678 | 1.55% | 1.54% | 8 | -52,918 | -4.12% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,149,913 | 11,844 | 0.0% | 0.0% | 9 | +65,140 | 6.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,049,369 | 10,808 | 0.0% | 0.0% | 10 | +168,439 | 19.12% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 969,260 | 9,983 | 0.01% | 0.02% | 11 | -174,756 | -15.28% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | Added to | 891,770 | 9,185 | 0.02% | 0.01% | 12 | +303,495 | 51.59% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 831,119 | 8,561 | 0.02% | 0.02% | 13 | +22,530 | 2.79% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 728,901 | 7,507 | 0.25% | 0.06% | 14 | -401,071 | -35.49% | Q1 2026 | Apr 23, 2026 |
| Kentucky Trust Co | History | Added to | 675,496 | 6,957 | 3.65% | 3.49% | 15 | +16,146 | 2.45% | Q1 2026 | Apr 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 596,296 | 6,141 | 0.1% | 0.13% | 16 | -147,178 | -19.8% | Q1 2026 | Apr 22, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 544,162 | 5,604 | 0.42% | 0.48% | 17 | -108,840 | -16.67% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 500,363 | 5,153 | 0.0% | 0.0% | 18 | -20,946 | -4.02% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 453,666 | 4,672 | 0.06% | 0.06% | 19 | -367 | -0.08% | Q1 2026 | May 11, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 401,931 | 4,139 | 3.55% | 3.38% | 20 | -7,794 | -1.9% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 381,823 | 3,933 | 0.01% | 0.01% | 21 | -18,330 | -4.58% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 372,338 | 3,835 | 0.0% | 0.0% | 22 | +4,158 | 1.13% | Q1 2026 | May 12, 2026 |
| Owen LaRue, LLC | History | Reduced | 336,882 | 3,469 | 1.33% | 1.51% | 23 | -61,361 | -15.41% | Q1 2026 | Apr 30, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 335,294 | 3,453 | 0.13% | 0.11% | 24 | +31,905 | 10.52% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 319,241 | 3,288 | 0.25% | 0.24% | 25 | -1,575 | -0.49% | Q1 2026 | Apr 08, 2026 |
| RDA Financial Network | History | Added to | 276,671 | 2,849 | 0.71% | 0.62% | 26 | +19,079 | 7.41% | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 273,190 | 2,813 | 0.0% | 0.0% | 27 | -122,855 | -31.02% | Q1 2026 | May 04, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 264,547 | 2,724 | 0.61% | 0.59% | 28 | +2,871 | 1.1% | Q1 2026 | Apr 20, 2026 |
| Alchemi Wealth, LLC | History | Added to | 249,752 | 2,572 | 1.43% | 1.36% | 29 | +571 | 0.23% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 242,867 | 2,501 | 0.0% | 0.0% | 30 | +60,921 | 33.48% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 242,656 | 2,499 | 0.15% | 0.12% | 31 | +36 | 0.01% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 240,689 | 2,479 | 0.06% | 0.05% | 32 | +49,435 | 25.85% | Q1 2026 | May 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 240,225 | 2,474 | 0.17% | 0.16% | 33 | -21,963 | -8.38% | Q1 2026 | May 21, 2026 |
| Advisory Services Network, LLC | History | Reduced | 225,134 | 2,318 | 0.03% | 0.04% | 34 | -24,566 | -9.84% | Q1 2026 | May 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 216,565 | 2,230 | 0.15% | 0.14% | 35 | +454 | 0.21% | Q1 2026 | May 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 195,703 | 2,015 | 0.03% | 0.02% | 36 | +25,818 | 15.2% | Q1 2026 | May 12, 2026 |
| Providence First Trust Co | History | Reduced | 183,239 | 1,887 | 0.66% | 0.71% | 37 | -23,199 | -11.24% | Q1 2026 | May 04, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 182,969 | 1,884 | 0.02% | — | 38 | +182,969 | New | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 181,879 | 1,873 | 0.01% | 0.01% | 39 | +5,032 | 2.85% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 175,651 | 1,809 | 0.0% | 0.0% | 40 | -539 | -0.31% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 169,940 | 1,750 | 0.0% | 0.0% | 41 | +6,494 | 3.97% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 167,368 | 1,723 | 0.01% | 0.01% | 42 | -2,541 | -1.5% | Q1 2026 | Apr 24, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 163,165 | 1,680 | 0.03% | 0.03% | 43 | +700 | 0.43% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 161,429 | 1,662 | 0.01% | 0.0% | 44 | +62,419 | 63.04% | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | New | 161,102 | 1,659 | 0.01% | — | 45 | +161,102 | New | Q1 2026 | May 11, 2026 |
| Vivaldi Capital Management LP | History | No change | 152,219 | 1,567 | 0.22% | 0.21% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 145,153 | 1,495 | 0.02% | 0.01% | 47 | +84,003 | 137.37% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 143,305 | 1,476 | 0.01% | 0.01% | 48 | +4,029 | 2.89% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 138,896 | 1,422 | 0.0% | 0.0% | 49 | +124,211 | 845.84% | Q1 2026 | May 13, 2026 |
| American Financial Advisors, LLC | History | Reduced | 137,507 | 1,416 | 0.19% | 0.19% | 50 | -9,112 | -6.21% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 135,023 | 1,390 | 0.01% | 0.01% | 51 | -154 | -0.11% | Q1 2026 | May 13, 2026 |
| Indie Asset Partners, LLC | History | Added to | 134,520 | 1,385 | 1.58% | 0.86% | 52 | +57,520 | 74.7% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 131,587 | 1,355 | 0.01% | 0.01% | 53 | +59,672 | 82.98% | Q1 2026 | Apr 20, 2026 |
| DAVENPORT & Co LLC | History | Added to | 126,675 | 1,304 | 0.01% | 0.01% | 54 | +1,102 | 0.88% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Reduced | 122,590 | 1,262 | 0.0% | 0.0% | 55 | -974 | -0.79% | Q1 2026 | May 13, 2026 |
| Everstar Asset Management, LLC | History | Added to | 114,661 | 1,181 | 0.63% | 0.58% | 56 | +6,476 | 5.99% | Q1 2026 | Apr 16, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 114,111 | 1,175 | 0.01% | 0.01% | 57 | -1,243 | -1.08% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 108,813 | 1,120 | 0.03% | 0.02% | 58 | -675 | -0.62% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 108,406 | 1,116 | 0.03% | 0.03% | 59 | +13,294 | 13.98% | Q1 2026 | May 14, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 105,530 | 1,086 | 0.51% | 0.41% | 60 | +15,525 | 17.25% | Q1 2026 | May 07, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 103,402 | 1,065 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 102,550 | 1,056 | 0.6% | 0.6% | 62 | +5,270 | 5.42% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Reduced | 92,763 | 1,053 | 0.0% | 0.0% | 63 | -17,410 | -15.8% | Q1 2026 | May 14, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 102,126 | 1,045 | 0.16% | 0.17% | 64 | -8,557 | -7.73% | Q1 2026 | May 07, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 99,355 | 1,023 | 0.06% | 0.06% | 65 | +1,512 | 1.55% | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Added to | 96,409 | 993 | 0.05% | 0.05% | 66 | +605 | 0.63% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 94,409 | 972 | 0.0% | 0.0% | 67 | -1,343 | -1.4% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 93,773 | 965 | 0.02% | 0.01% | 68 | +65,367 | 230.12% | Q1 2026 | May 15, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 92,387 | 951 | 0.2% | 0.24% | 69 | -11,664 | -11.21% | Q1 2026 | Apr 09, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 87,825 | 904 | 0.01% | 0.01% | 70 | -3,569 | -3.91% | Q1 2026 | Apr 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 87,751 | 903 | 0.0% | 0.0% | 71 | -7,900 | -8.26% | Q1 2026 | May 14, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 82,618 | 877 | 0.1% | 0.13% | 72 | -4,431 | -5.09% | Q1 2026 | Jun 01, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 84,700 | 872 | 0.25% | 0.21% | 73 | +9,500 | 12.63% | Q1 2026 | Apr 28, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 82,849 | 853 | 0.3% | 0.29% | 74 | +587 | 0.71% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 82,373 | 848 | 0.0% | 0.0% | 75 | +58,082 | 239.11% | Q1 2026 | May 07, 2026 |
| Keystone Financial Group | History | Reduced | 82,394 | 848 | 0.06% | 0.06% | 76 | -397 | -0.48% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 81,085 | 835 | 0.04% | 0.04% | 77 | +4,696 | 6.15% | Q1 2026 | May 07, 2026 |
| Sigma Planning Corp | History | Added to | 76,013 | 783 | 0.02% | 0.02% | 78 | +768 | 1.02% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 75,542 | 774 | 0.01% | 0.0% | 79 | +35,135 | 86.95% | Q1 2026 | Apr 07, 2026 |
| Brookstone Capital Management | History | Added to | 74,998 | 772 | 0.01% | 0.01% | 80 | +1,958 | 2.68% | Q1 2026 | Apr 16, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Added to | 74,420 | 766 | 0.24% | 0.21% | 81 | +254 | 0.34% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 73,346 | 755 | 0.0% | 0.0% | 82 | -5,446 | -6.91% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 72,269 | 744 | 0.02% | 0.02% | 83 | +67 | 0.09% | Q1 2026 | Apr 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 71,964 | 741 | 0.01% | 0.0% | 84 | +42,766 | 146.47% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 70,252 | 723 | 0.0% | 0.0% | 85 | +36,988 | 111.2% | Q1 2026 | May 12, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 69,010 | 710 | 0.06% | 0.06% | 86 | +2,379 | 3.57% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Added to | 65,883 | 675 | 0.04% | 0.03% | 87 | +5,442 | 9.0% | Q1 2026 | May 12, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 65,283 | 672 | 0.08% | 0.07% | 88 | +126 | 0.19% | Q1 2026 | May 06, 2026 |
| HB Wealth Management, LLC | History | No change | 60,746 | 625 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 59,449 | 612 | 0.33% | 0.31% | 90 | +676 | 1.15% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 58,334 | 600 | 0.05% | 0.05% | 91 | -2,500 | -4.11% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 56,493 | 581 | 0.0% | 0.0% | 92 | +6,516 | 13.04% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 56,127 | 578 | 0.0% | 0.0% | 93 | +8,362 | 17.51% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 54,844 | 564 | 0.0% | 0.0% | 94 | -15,100 | -21.59% | Q1 2026 | Jun 02, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 53,455 | 550 | 0.17% | 0.18% | 95 | +28 | 0.05% | Q1 2026 | May 13, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 52,597 | 541 | 0.24% | 0.45% | 96 | -32,707 | -38.34% | Q1 2026 | Apr 28, 2026 |
| Talon Private Wealth, LLC | History | New | 51,533 | 530 | 0.07% | — | 98 | +51,533 | New | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 51,500 | 530 | 0.14% | 0.14% | 97 | +778 | 1.53% | Q1 2026 | May 06, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 50,162 | 526 | 0.06% | 0.06% | 99 | +3,375 | 7.21% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Reduced | 48,234 | 496 | 0.0% | 0.0% | 100 | -887 | -1.81% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 48,059 | 495 | 0.01% | 0.01% | 101 | +218 | 0.46% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 45,805 | 472 | 0.0% | 0.0% | 102 | -11,792 | -20.47% | Q1 2026 | May 01, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 43,474 | 470 | 0.08% | 0.1% | 103 | -15,299 | -26.03% | Q1 2026 | May 08, 2026 |
| WCG Wealth Advisors LLC | History | No change | 45,138 | 464 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Reduced | 44,700 | 460 | 0.11% | 0.11% | 105 | -4,500 | -9.15% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 45,285 | 452 | 0.0% | 0.0% | 106 | +5,514 | 13.86% | Q1 2026 | May 15, 2026 |
| Patten Group, Inc. | History | Reduced | 43,907 | 452 | 0.08% | 0.08% | 107 | -495 | -1.11% | Q1 2026 | Apr 24, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 43,700 | 450 | 0.01% | 0.01% | 108 | +606 | 1.41% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 42,619 | 441 | 0.0% | 0.0% | 109 | -25,237 | -37.19% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 42,688 | 439 | 0.0% | 0.0% | 110 | +300 | 0.71% | Q1 2026 | May 14, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 41,967 | 432 | 0.19% | 0.18% | 111 | +777 | 1.89% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 39,476 | 406 | 0.01% | 0.01% | 112 | -1,645 | -4.0% | Q1 2026 | Apr 20, 2026 |
| Savvy Advisors, Inc. | History | New | 39,374 | 405 | 0.01% | — | 113 | +39,374 | New | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 39,089 | 402 | 0.01% | 0.01% | 114 | -2,264 | -5.47% | Q1 2026 | Apr 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 37,699 | 388 | 0.0% | 0.0% | 115 | -3,326 | -8.11% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 37,383 | 385 | 0.01% | 0.01% | 116 | +1,780 | 5.0% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 37,170 | 382 | 0.0% | 0.0% | 117 | +12 | 0.03% | Q1 2026 | May 05, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 34,794 | 358 | 0.02% | 0.02% | 118 | -61 | -0.18% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 33,138 | 341 | 0.0% | 0.0% | 119 | +2,211 | 7.15% | Q1 2026 | May 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 33,016 | 340 | 0.02% | 0.02% | 120 | +1,350 | 4.26% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 32,586 | 334 | 0.0% | 0.0% | 121 | -24,739 | -43.16% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 31,985 | 329 | 0.02% | 0.02% | 122 | +111 | 0.35% | Q1 2026 | May 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 31,571 | 325 | 0.12% | 0.11% | 123 | +1,229 | 4.05% | Q1 2026 | Apr 23, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 31,200 | 321 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HOERTKORN RICHARD CHARLES | History | Reduced | 31,000 | 319 | 0.26% | 0.12% | 125 | -841 | -2.64% | Q1 2026 | Apr 29, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 30,343 | 315 | 0.09% | 0.09% | 126 | -3,729 | -10.94% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 30,406 | 313 | 0.0% | 0.0% | 128 | +107 | 0.35% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 29,456 | 313 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Connecticut Wealth Management, LLC | History | New | 30,330 | 312 | 0.01% | — | 129 | +30,330 | New | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 30,124 | 310 | 0.0% | 0.0% | 130 | +18,222 | 153.1% | Q1 2026 | May 01, 2026 |
| StoneX Group Inc. | History | Reduced | 29,886 | 309 | 0.02% | 0.04% | 131 | -71,511 | -70.53% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 30,079 | 309 | 0.0% | 0.0% | 132 | -1,547 | -4.89% | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 29,732 | 306 | 0.01% | 0.01% | 133 | +1,137 | 3.98% | Q1 2026 | May 12, 2026 |
| Alexander Randolph Advisory, Inc. | History | No change | 29,522 | 304 | 0.26% | 0.24% | 134 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 29,471 | 303 | 0.02% | 0.03% | 135 | -6,111 | -17.17% | Q1 2026 | May 05, 2026 |
| Suncoast Equity Management | History | Added to | 28,185 | 290 | 0.03% | 0.03% | 136 | +364 | 1.31% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 27,241 | 280 | 0.01% | 0.01% | 137 | +8 | 0.03% | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 27,113 | 279 | 0.02% | 0.02% | 138 | -155 | -0.57% | Q1 2026 | Apr 20, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 27,131 | 279 | 0.17% | 0.16% | 139 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RFG Advisory, LLC | History | Added to | 26,966 | 277 | 0.01% | 0.01% | 140 | +311 | 1.17% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 26,134 | 269 | 0.0% | 0.0% | 142 | -236 | -0.89% | Q1 2026 | May 08, 2026 |
| HARVEY INVESTMENT CO LLC | History | No change | 26,100 | 269 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 25,018 | 257 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 24,836 | 255 | 0.0% | 0.0% | 144 | -3 | -0.01% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | No change | 24,400 | 251 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NICOLET BANKSHARES INC | History | New | 24,321 | 249 | 0.01% | — | 146 | +24,321 | New | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 23,823 | 245 | 0.05% | 0.05% | 147 | +292 | 1.24% | Q1 2026 | May 14, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 23,608 | 243 | 0.04% | 0.04% | 150 | -900 | -3.67% | Q1 2026 | Apr 17, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 23,603 | 243 | 0.07% | 0.07% | 148 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CARDEROCK CAPITAL MANAGEMENT INC | History | No change | 23,604 | 243 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Align Financial, LLC | History | Reduced | 23,571 | 242 | 0.14% | 0.14% | 152 | -211,903 | -89.99% | Q1 2026 | May 08, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 24,221 | 242 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | New | 23,205 | 239 | 0.03% | — | 155 | +23,205 | New | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | Reduced | 23,215 | 239 | 0.0% | 0.0% | 153 | -2,485 | -9.67% | Q1 2026 | Apr 14, 2026 |
| Hudock, Inc. | History | No change | 23,240 | 239 | 0.04% | 0.03% | 154 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fjell Capital, LLC | History | Added to | 23,135 | 238 | 0.18% | 0.18% | 156 | +89 | 0.39% | Q1 2026 | Apr 15, 2026 |
| Warner Group LLC | History | New | 22,937 | 236 | 0.15% | — | 157 | +22,937 | New | Q1 2026 | Apr 29, 2026 |
| STEPHENS INC /AR/ | History | No change | 22,903 | 235 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 21,931 | 234 | 0.0% | 0.01% | 159 | +206 | 0.95% | Q1 2026 | May 11, 2026 |
| Commerce Advisors, LLC | History | New | 22,493 | 231 | 0.19% | — | 161 | +22,493 | New | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 22,475 | 231 | 0.0% | 0.0% | 160 | -600 | -2.6% | Q1 2026 | Apr 24, 2026 |
| Providence Capital Advisors, LLC | History | No change | 22,000 | 226 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mueller Wealth, LLC | History | Added to | 21,650 | 222 | 0.18% | 0.13% | 165 | +6,242 | 40.51% | Q1 2026 | May 01, 2026 |
| Midwest Trust Co | History | Reduced | 21,619 | 222 | 0.0% | 0.0% | 164 | -3,175 | -12.81% | Q1 2026 | May 01, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 21,572 | 222 | 0.08% | 0.08% | 163 | +229 | 1.07% | Q1 2026 | Apr 08, 2026 |
| WESBANCO BANK INC | History | No change | 21,483 | 221 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 21,219 | 218 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LCM Capital Management Inc | History | No change | 21,237 | 218 | 0.11% | 0.1% | 168 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 20,685 | 213 | 0.0% | 0.0% | 169 | +151 | 0.74% | Q1 2026 | May 08, 2026 |
| CRA Financial Services, LLC | History | Added to | 20,522 | 211 | 0.03% | 0.03% | 170 | +70 | 0.34% | Q1 2026 | Apr 09, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 20,390 | 210 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 20,354 | 209 | 0.01% | 0.01% | 172 | -50 | -0.25% | Q1 2026 | Apr 29, 2026 |
| Asset Planning,Inc | History | Added to | 20,328 | 209 | 0.15% | 0.14% | 173 | +23 | 0.11% | Q1 2026 | Apr 23, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 20,000 | 206 | 0.11% | 0.11% | 174 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Abel Hall, LLC | History | No change | 20,000 | 206 | 0.04% | 0.05% | 175 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CHOREO, LLC | History | Added to | 19,823 | 205 | 0.0% | 0.0% | 176 | +815 | 4.29% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 19,845 | 204 | 0.0% | 0.0% | 177 | +7,925 | 66.48% | Q1 2026 | May 14, 2026 |
| J.M. Arbour, LLC | History | Reduced | 19,697 | 202 | 0.19% | 0.2% | 178 | -853 | -4.15% | Q1 2026 | Apr 21, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 18,547 | 191 | 0.12% | 0.15% | 179 | -3,514 | -15.93% | Q1 2026 | Apr 10, 2026 |
| WEBSTER BANK, N. A. | History | No change | 18,530 | 190 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 18,273 | 188 | 0.03% | 0.03% | 181 | -2,913 | -13.75% | Q1 2026 | May 13, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 18,000 | 188 | 0.12% | 0.12% | 182 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Main Street Group, LTD | History | Added to | 18,107 | 186 | 0.05% | 0.05% | 185 | +2,894 | 19.02% | Q1 2026 | May 06, 2026 |
| IRON Financial LLC | History | Added to | 18,137 | 186 | 0.08% | 0.08% | 184 | +343 | 1.93% | Q1 2026 | Apr 27, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 18,144 | 186 | 0.02% | 0.02% | 183 | +312 | 1.75% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Added to | 17,692 | 183 | 0.0% | 0.0% | 186 | +499 | 2.9% | Q1 2026 | May 15, 2026 |
| Berman McAleer LLC | History | No change | 17,821 | 183 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Colonial Trust Co / SC | History | No change | 17,497 | 180 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Apriem Advisors | History | No change | 17,400 | 179 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 17,260 | 177 | 0.04% | 0.05% | 190 | -1,075 | -5.86% | Q1 2026 | Apr 09, 2026 |
| SMI Advisory Services, LLC | History | Added to | 17,220 | 176 | 0.03% | 0.03% | 191 | +215 | 1.26% | Q1 2026 | Apr 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,961 | 174 | 0.0% | 0.0% | 193 | +2,850 | 20.2% | Q1 2026 | May 11, 2026 |
| Wealthquest Corp | History | No change | 17,500 | 174 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 16,864 | 173 | 0.0% | 0.0% | 194 | +1,113 | 7.07% | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | Added to | 16,645 | 171 | 0.0% | 0.0% | 195 | +2,375 | 16.64% | Q1 2026 | Apr 16, 2026 |
| XML Financial, LLC | History | Added to | 16,667 | 171 | 0.01% | 0.01% | 196 | +296 | 1.81% | Q1 2026 | Apr 16, 2026 |
| First Nebraska Trust Co | History | Added to | 16,492 | 169 | 0.02% | 0.01% | 197 | +300 | 1.85% | Q1 2026 | Jun 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 16,279 | 167 | 0.0% | — | 199 | +16,279 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 16,216 | 167 | 0.0% | 0.0% | 198 | +14,696 | 966.84% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 16,106 | 165 | 0.0% | 0.0% | 200 | +2,351 | 17.09% | Q1 2026 | May 08, 2026 |
| Composition Wealth, LLC | History | Reduced | 15,947 | 164 | 0.0% | 0.01% | 201 | -40,251 | -71.62% | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 15,904 | 163 | 0.0% | 0.0% | 202 | -407 | -2.5% | Q1 2026 | May 13, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 15,510 | 159 | 0.02% | 0.02% | 203 | +296 | 1.95% | Q1 2026 | May 04, 2026 |
| LongView Wealth Management | History | No change | 14,969 | 156 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Certified Advisory Corp | History | New | 15,001 | 154 | 0.01% | — | 207 | +15,001 | New | Q1 2026 | Apr 17, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 14,952 | 154 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hexagon Capital Partners LLC | History | No change | 15,000 | 154 | 0.02% | 0.03% | 206 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | New | 14,640 | 150 | 0.08% | — | 210 | +14,640 | New | Q1 2026 | May 05, 2026 |
| Fruth Investment Management | History | No change | 14,655 | 150 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Modern Wealth Management, LLC | History | No change | 14,699 | 150 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 14,409 | 148 | 0.0% | 0.0% | 211 | +2,334 | 19.33% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 14,200 | 146 | 0.0% | — | 213 | +14,200 | New | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 14,223 | 146 | 0.0% | 0.0% | 212 | +1,498 | 11.77% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 14,426 | 144 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Western Wealth Management, LLC | History | No change | 13,890 | 143 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 13,800 | 142 | 0.03% | 0.07% | 216 | -23,825 | -63.32% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 13,727 | 141 | 0.0% | 0.0% | 217 | -7,682 | -35.88% | Q1 2026 | Apr 30, 2026 |
| Basepoint Wealth LLC | History | Added to | 13,765 | 141 | 0.08% | 0.08% | 219 | +267 | 1.98% | Q1 2026 | May 07, 2026 |
| OneAscent Financial Services LLC | History | Added to | 13,724 | 141 | 0.01% | 0.01% | 218 | +205 | 1.52% | Q1 2026 | Apr 21, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 13,685 | 140 | 0.01% | 0.01% | 220 | -364 | -2.59% | Q1 2026 | Apr 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 13,271 | 136 | 0.01% | 0.01% | 221 | +13 | 0.1% | Q1 2026 | Apr 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 13,265 | 136 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 13,164 | 135 | 0.0% | — | 223 | +13,164 | New | Q1 2026 | May 12, 2026 |
| SYM FINANCIAL Corp | History | Added to | 12,963 | 133 | 0.01% | 0.01% | 224 | +244 | 1.92% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 12,783 | 131 | 0.0% | — | 226 | +12,783 | New | Q1 2026 | May 12, 2026 |
| Mascoma Wealth Management LLC | History | No change | 12,765 | 131 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 12,551 | 129 | 0.01% | 0.02% | 228 | -1,239 | -8.98% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | No change | 12,550 | 129 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 12,438 | 128 | 0.0% | 0.0% | 229 | +1,199 | 10.67% | Q1 2026 | May 04, 2026 |
| EDMP, INC. | History | New | 12,267 | 126 | 0.1% | — | 230 | +12,267 | New | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 11,679 | 125 | 0.0% | — | 232 | +11,679 | New | Q1 2026 | May 01, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 12,211 | 125 | 0.05% | 0.05% | 231 | +5 | 0.04% | Q1 2026 | Apr 17, 2026 |
| Fisher Asset Management, LLC | History | New | 12,088 | 124 | 0.0% | — | 233 | +12,088 | New | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,831 | 122 | 0.0% | 0.0% | 234 | +1,281 | 12.14% | Q1 2026 | May 14, 2026 |
| Clark Asset Management, LLC | History | No change | 11,903 | 122 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PFG Advisors | History | New | 11,732 | 120 | 0.01% | — | 236 | +11,732 | New | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | No change | 11,493 | 118 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | No change | 11,420 | 117 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 11,226 | 115 | 0.05% | 0.04% | 240 | +93 | 0.84% | Q1 2026 | Apr 27, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 11,248 | 115 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 11,140 | 114 | 0.01% | 0.01% | 241 | +214 | 1.96% | Q1 2026 | May 07, 2026 |
| GEM Asset Management, LLC | History | No change | 11,082 | 114 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 11,060 | 113 | 0.01% | 0.01% | 243 | +1,569 | 16.53% | Q1 2026 | May 15, 2026 |
| PMG Family Office LLC | History | Added to | 10,900 | 112 | 0.13% | 0.12% | 244 | +5 | 0.05% | Q1 2026 | Apr 17, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 10,856 | 111 | 0.0% | — | 245 | +10,856 | New | Q1 2026 | Apr 08, 2026 |
| Wealthspire Advisors, LLC | History | New | 10,776 | 110 | 0.0% | — | 247 | +10,776 | New | Q1 2026 | May 01, 2026 |
| EQUITABLE TRUST CO | History | No change | 10,693 | 110 | 0.01% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BOKF, NA | History | No change | 10,619 | 109 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Glenview Trust Co | History | New | 10,563 | 108 | 0.0% | — | 251 | +10,563 | New | Q1 2026 | May 08, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 10,547 | 108 | 0.01% | 0.01% | 249 | +134 | 1.29% | Q1 2026 | May 15, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 10,550 | 108 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VestGen Advisors, LLC | History | New | 10,051 | 107 | 0.0% | — | 253 | +10,051 | New | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 10,400 | 107 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 10,000 | 103 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 9,750 | 101 | 0.07% | 0.07% | 255 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 9,795 | 100 | 0.0% | 0.0% | 256 | -1,950 | -16.6% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 8,875 | 91 | 0.0% | — | 257 | +8,875 | New | Q1 2026 | Apr 13, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 8,624 | 88 | 0.01% | 0.01% | 258 | -2,750 | -24.18% | Q1 2026 | Apr 17, 2026 |
| Global Assets Advisory, LLC | History | New | 7,690 | 79 | 0.02% | — | 261 | +7,690 | New | Q1 2026 | May 01, 2026 |
| AdvisorNet Financial, Inc | History | No change | 7,676 | 79 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DT Investment Partners, LLC | History | No change | 7,753 | 79 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | Reduced | 7,636 | 78 | 0.0% | 0.0% | 262 | -590 | -7.17% | Q1 2026 | May 11, 2026 |
| Independence Bank of Kentucky | History | Reduced | 7,252 | 74 | 0.01% | 0.01% | 263 | -1,000 | -12.12% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,500 | 66 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,050 | 62 | 0.0% | 0.0% | 265 | -74 | -1.21% | Q1 2026 | Apr 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,024 | 62 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Colonial Trust Advisors | History | Reduced | 5,975 | 61 | 0.0% | 0.0% | 267 | -500 | -7.72% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 5,735 | 59 | 0.0% | 0.0% | 268 | +2,335 | 68.68% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Added to | 5,607 | 57 | 0.0% | 0.0% | 269 | +52 | 0.94% | Q1 2026 | Apr 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,475 | 56 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Heritage Wealth Advisors | History | No change | 5,063 | 52 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 4,891 | 52 | 0.03% | 0.02% | 272 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | No change | 5,092 | 52 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 5,000 | 51 | 0.02% | — | 274 | +5,000 | New | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | No change | 4,816 | 49 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 4,775 | 49 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,799 | 47 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 4,422 | 45 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 4,358 | 44 | 0.0% | — | 279 | +4,358 | New | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,252 | 43 | 0.0% | 0.0% | 280 | +42 | 1.0% | Q1 2026 | Apr 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 4,000 | 41 | 0.01% | 0.06% | 283 | -22,254 | -84.76% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 4,000 | 41 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| City State Bank | History | No change | 4,000 | 41 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,964 | 40 | 0.0% | 0.0% | 284 | -1,427 | -26.47% | Q1 2026 | May 08, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 3,911 | 40 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,431 | 35 | 0.0% | 0.0% | 286 | +1,449 | 73.11% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 3,511 | 35 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Smithfield Trust Co | History | No change | 3,586 | 34 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Crews Bank & Trust | History | No change | 3,338 | 34 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,226 | 33 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,949 | 29 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,735 | 28 | 0.0% | 0.0% | 292 | -461 | -14.42% | Q1 2026 | Jun 02, 2026 |
| VSM Wealth Advisory, LLC | History | New | 2,703 | 27 | 0.01% | — | 293 | +2,703 | New | Q1 2026 | May 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 2,606 | 26 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Axiom Investment Management LLC | History | New | 2,456 | 25 | 0.02% | — | 296 | +2,456 | New | Q1 2026 | May 26, 2026 |
| CHELSEA COUNSEL CO | History | Added to | 2,500 | 25 | 0.01% | 0.01% | 295 | +350 | 16.28% | Q1 2026 | Jun 04, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 2,343 | 24 | 0.0% | 0.0% | 297 | +44 | 1.91% | Q1 2026 | Apr 15, 2026 |
| Global Trust Asset Management, LLC | History | No change | 2,350 | 24 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,215 | 22 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Coston, McIsaac & Partners | History | No change | 2,185 | 22 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |