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 | Reduced | 3,706,483 | 39,992 | 0.0% | 0.0% | 1 | -67,520 | -1.79% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 3,405,335 | 36,743 | 0.01% | 0.01% | 2 | +247,112 | 7.82% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,327,463 | 35,903 | 0.01% | 0.01% | 3 | +97,742 | 3.03% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,151,985 | 23,219 | 0.03% | 0.03% | 4 | +76,179 | 3.67% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 1,577,663 | 17,022 | 0.02% | 0.02% | 5 | +47,136 | 3.08% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,574,319 | 16,986 | 0.02% | 0.02% | 6 | +47,198 | 3.09% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,209,404 | 13,049 | 0.0% | 0.0% | 7 | +59,491 | 5.17% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,159,849 | 12,515 | 0.01% | 0.01% | 8 | +190,589 | 19.66% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 1,117,703 | 12,060 | 1.34% | 1.55% | 9 | -113,171 | -9.19% | Q2 2026 | Jul 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,013,206 | 10,932 | 0.0% | 0.0% | 10 | -36,163 | -3.45% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 935,229 | 10,091 | 0.02% | 0.02% | 11 | +104,110 | 12.53% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 930,496 | 10,040 | 0.17% | 0.25% | 12 | +201,595 | 27.66% | Q2 2026 | Jul 21, 2026 |
| COHEN & STEERS, INC. | History | Added to | 924,190 | 9,972 | 0.02% | 0.02% | 13 | +32,420 | 3.64% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 783,832 | 8,457 | 0.0% | 0.0% | 14 | -641,410 | -45.0% | Q2 2026 | Aug 14, 2026 |
| Kentucky Trust Co | History | Added to | 683,791 | 7,378 | 3.55% | 3.65% | 15 | +8,295 | 1.23% | Q2 2026 | Jul 10, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 585,666 | 6,319 | 0.08% | 0.1% | 16 | -10,630 | -1.78% | Q2 2026 | Jul 22, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 544,615 | 5,876 | 0.39% | 0.42% | 17 | +453 | 0.08% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Added to | 532,247 | 5,742 | 0.0% | 0.0% | 18 | +31,884 | 6.37% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 474,847 | 5,123 | 0.05% | 0.06% | 19 | +21,181 | 4.67% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 429,499 | 4,634 | 0.01% | 0.0% | 20 | +341,748 | 389.45% | Q2 2026 | Aug 13, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 396,153 | 4,274 | 3.36% | 3.55% | 21 | -5,778 | -1.44% | Q2 2026 | Jul 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 385,741 | 4,162 | 0.01% | 0.01% | 22 | +3,918 | 1.03% | Q2 2026 | Aug 05, 2026 |
| RDA Financial Network | History | Added to | 344,768 | 3,720 | 0.81% | 0.71% | 23 | +68,097 | 24.61% | Q2 2026 | Jul 06, 2026 |
| Creative Planning | History | Reduced | 344,525 | 3,717 | 0.0% | 0.0% | 24 | -27,813 | -7.47% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 335,016 | 3,614 | 0.23% | 0.25% | 25 | +15,775 | 4.94% | Q2 2026 | Jul 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 320,063 | 3,453 | 0.11% | 0.13% | 26 | -15,231 | -4.54% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 318,828 | 3,440 | 0.0% | 0.0% | 27 | +45,638 | 16.71% | Q2 2026 | Aug 03, 2026 |
| Owen LaRue, LLC | History | Reduced | 316,424 | 3,414 | 1.19% | 1.33% | 28 | -20,458 | -6.07% | Q2 2026 | Jul 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 291,157 | 3,141 | 0.0% | 0.0% | 29 | +48,290 | 19.88% | Q2 2026 | Jul 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 278,300 | 3,002 | 0.04% | 0.03% | 30 | +82,597 | 42.21% | Q2 2026 | Aug 18, 2026 |
| Alchemi Wealth, LLC | History | Added to | 263,117 | 2,839 | 1.33% | 1.43% | 31 | +13,365 | 5.35% | Q2 2026 | Jul 29, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 262,698 | 2,834 | 0.57% | 0.61% | 32 | -1,849 | -0.7% | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 258,915 | 2,793 | 0.06% | 0.06% | 33 | +18,226 | 7.57% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 243,181 | 2,623 | 0.14% | 0.15% | 34 | +525 | 0.22% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 227,422 | 2,453 | 0.01% | 0.01% | 35 | +65,993 | 40.88% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 219,890 | 2,372 | 0.03% | 0.03% | 36 | -5,244 | -2.33% | Q2 2026 | Aug 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 218,106 | 2,353 | 0.15% | 0.15% | 37 | +1,541 | 0.71% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 213,776 | 2,306 | 0.01% | 0.01% | 38 | +31,897 | 17.54% | Q2 2026 | Jul 24, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 209,424 | 2,259 | 0.12% | 0.17% | 39 | -30,801 | -12.82% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 197,417 | 2,130 | 0.0% | 0.0% | 40 | +21,766 | 12.39% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 187,840 | 2,047 | 0.0% | 0.0% | 41 | +48,944 | 35.24% | Q2 2026 | Aug 12, 2026 |
| Providence First Trust Co | History | Reduced | 180,045 | 1,942 | 0.54% | 0.66% | 42 | -3,194 | -1.74% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 171,879 | 1,854 | 0.01% | 0.01% | 43 | +4,511 | 2.7% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 166,571 | 1,797 | 0.0% | 0.0% | 44 | -3,369 | -1.98% | Q2 2026 | Aug 07, 2026 |
| COMMERCE BANK | History | Added to | 165,860 | 1,789 | 0.01% | 0.01% | 45 | +4,758 | 2.95% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 153,965 | 1,661 | 0.03% | 0.03% | 46 | -9,200 | -5.64% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 148,725 | 1,604 | 0.01% | 0.01% | 47 | +17,138 | 13.02% | Q2 2026 | Jul 27, 2026 |
| Vivaldi Capital Management LP | History | No change | 152,219 | 1,567 | 0.22% | 0.22% | 48 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Indie Asset Partners, LLC | History | Added to | 144,040 | 1,554 | 1.49% | 1.58% | 49 | +9,520 | 7.08% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 141,646 | 1,528 | 0.02% | 0.02% | 50 | -3,507 | -2.42% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Added to | 139,048 | 1,500 | 0.0% | 0.0% | 51 | +16,458 | 13.43% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 138,904 | 1,498 | 0.01% | 0.01% | 52 | -4,401 | -3.07% | Q2 2026 | Aug 18, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 135,213 | 1,458 | 0.01% | 0.01% | 53 | +190 | 0.14% | Q2 2026 | Aug 11, 2026 |
| American Financial Advisors, LLC | History | Reduced | 125,094 | 1,349 | 0.16% | 0.19% | 54 | -12,413 | -9.03% | Q2 2026 | Jul 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 123,722 | 1,334 | 0.01% | 0.01% | 55 | -2,953 | -2.33% | Q2 2026 | Jul 13, 2026 |
| Everstar Asset Management, LLC | History | Added to | 119,690 | 1,291 | 0.62% | 0.63% | 56 | +5,029 | 4.39% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Wealth | History | Added to | 118,757 | 1,281 | 0.0% | 0.0% | 57 | +25,994 | 28.02% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Added to | 109,911 | 1,185 | 0.0% | 0.0% | 58 | +53,784 | 95.83% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 109,192 | 1,178 | 0.02% | 0.03% | 59 | +379 | 0.35% | Q2 2026 | Jul 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 108,327 | 1,168 | 0.03% | 0.03% | 60 | -79 | -0.07% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 107,762 | 1,162 | 0.0% | 0.0% | 61 | +52,918 | 96.49% | Q2 2026 | Aug 12, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 105,530 | 1,138 | 0.48% | 0.51% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 102,866 | 1,109 | 0.03% | 0.03% | 63 | -536 | -0.52% | Q2 2026 | Aug 19, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 101,732 | 1,097 | 0.15% | 0.16% | 64 | -394 | -0.39% | Q2 2026 | Aug 05, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 100,665 | 1,086 | 0.06% | 0.06% | 65 | +1,310 | 1.32% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | Added to | 97,159 | 1,048 | 0.04% | 0.05% | 66 | +750 | 0.78% | Q2 2026 | Jul 23, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 91,876 | 991 | 0.19% | 0.2% | 67 | -511 | -0.55% | Q2 2026 | Jul 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 91,728 | 989 | 0.01% | 0.01% | 68 | +3,903 | 4.44% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 89,174 | 962 | 0.0% | 0.0% | 69 | -5,235 | -5.55% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 86,734 | 935 | 0.0% | 0.0% | 70 | +73,007 | 531.85% | Q2 2026 | Jul 17, 2026 |
| Westbourne Investment Advisors, Inc. | History | No change | 84,700 | 913 | 0.25% | 0.25% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 83,420 | 900 | 0.28% | 0.3% | 72 | +571 | 0.69% | Q2 2026 | Aug 04, 2026 |
| Keystone Financial Group | History | Added to | 82,591 | 891 | 0.05% | 0.06% | 73 | +197 | 0.24% | Q2 2026 | Jul 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 81,085 | 874 | 0.03% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | Added to | 76,241 | 823 | 0.02% | 0.02% | 75 | +228 | 0.3% | Q2 2026 | Aug 07, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Added to | 74,666 | 805 | 0.22% | 0.24% | 76 | +246 | 0.33% | Q2 2026 | Aug 07, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 71,746 | 792 | 0.09% | 0.1% | 78 | -10,872 | -13.16% | Q2 2026 | Jul 21, 2026 |
| Brookstone Capital Management | History | Reduced | 73,430 | 792 | 0.01% | 0.01% | 77 | -1,568 | -2.09% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | No change | 73,346 | 791 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Reduced | 72,412 | 781 | 0.01% | 0.02% | 80 | -21,361 | -22.78% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 72,333 | 780 | 0.02% | 0.02% | 81 | +64 | 0.09% | Q2 2026 | Jul 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 71,949 | 776 | 0.01% | 0.01% | 82 | -15 | -0.02% | Q2 2026 | Aug 11, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 70,472 | 760 | 0.06% | 0.06% | 83 | +1,462 | 2.12% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | Added to | 68,182 | 735 | 0.04% | 0.04% | 84 | +2,299 | 3.49% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 67,924 | 732 | 0.0% | 0.0% | 85 | +11,431 | 20.23% | Q2 2026 | Aug 12, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 65,420 | 705 | 0.07% | 0.08% | 86 | +137 | 0.21% | Q2 2026 | Jul 30, 2026 |
| HB Wealth Management, LLC | History | No change | 60,746 | 655 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 60,166 | 649 | 0.31% | 0.33% | 88 | +717 | 1.21% | Q2 2026 | Aug 11, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 58,549 | 643 | 0.06% | 0.06% | 89 | +8,387 | 16.72% | Q2 2026 | Jul 14, 2026 |
| Talon Private Wealth, LLC | History | Added to | 52,985 | 571 | 0.07% | 0.07% | 90 | +1,452 | 2.82% | Q2 2026 | Sep 11, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 51,624 | 557 | 0.04% | 0.05% | 91 | -6,710 | -11.5% | Q2 2026 | Jul 27, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 51,091 | 551 | 0.12% | 0.14% | 92 | -409 | -0.79% | Q2 2026 | Jul 09, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 48,356 | 521 | 0.01% | 0.01% | 93 | +297 | 0.62% | Q2 2026 | Aug 13, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 48,115 | 519 | 0.14% | 0.17% | 94 | -5,340 | -9.99% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 45,846 | 495 | 0.0% | 0.0% | 95 | +41 | 0.09% | Q2 2026 | Aug 14, 2026 |
| Warner Group LLC | History | Added to | 45,874 | 494 | 0.12% | 0.15% | 96 | +22,937 | 100.0% | Q2 2026 | Jul 27, 2026 |
| WCG Wealth Advisors LLC | History | No change | 45,138 | 487 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 45,003 | 485 | 0.01% | — | 98 | +45,003 | New | Q2 2026 | Jul 28, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 44,700 | 482 | 0.1% | 0.11% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 43,700 | 471 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Patten Group, Inc. | History | Reduced | 42,968 | 463 | 0.07% | 0.08% | 101 | -939 | -2.14% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 42,668 | 463 | 0.0% | 0.0% | 102 | +49 | 0.11% | Q2 2026 | Aug 14, 2026 |
| WESBANCO BANK INC | History | Added to | 42,030 | 453 | 0.01% | 0.01% | 103 | +20,547 | 95.64% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 41,800 | 451 | 0.0% | 0.0% | 104 | -6,434 | -13.34% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 41,622 | 449 | 0.0% | 0.0% | 105 | -3,663 | -8.09% | Q2 2026 | Aug 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 41,653 | 449 | 0.0% | 0.0% | 106 | -1,035 | -2.42% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | New | 200 | 442 | 0.04% | — | 107 | +200 | New | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 39,377 | 424 | 0.01% | 0.01% | 108 | +3 | 0.01% | Q2 2026 | Aug 03, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 38,542 | 415 | 0.17% | 0.24% | 109 | -14,055 | -26.72% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | Added to | 38,340 | 413 | 0.0% | 0.0% | 110 | +22,124 | 136.43% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 38,053 | 410 | 0.0% | 0.0% | 111 | +883 | 2.38% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 37,718 | 406 | 0.01% | 0.01% | 112 | -1,371 | -3.51% | Q2 2026 | Jul 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 36,064 | 389 | 0.0% | 0.0% | 113 | -1,635 | -4.34% | Q2 2026 | Aug 19, 2026 |
| Jacobi Capital Management LLC | History | Added to | 35,100 | 378 | 0.02% | 0.02% | 114 | +306 | 0.88% | Q2 2026 | Jul 31, 2026 |
| HOERTKORN RICHARD CHARLES | History | Added to | 35,000 | 377 | 0.25% | 0.26% | 115 | +4,000 | 12.9% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 34,156 | 375 | 0.0% | 0.0% | 116 | +1,570 | 4.82% | Q2 2026 | Jul 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 34,666 | 374 | 0.02% | 0.02% | 117 | +1,650 | 5.0% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 33,346 | 359 | 0.0% | 0.01% | 118 | -6,130 | -15.53% | Q2 2026 | Jul 28, 2026 |
| StoneX Group Inc. | History | Added to | 32,133 | 348 | 0.01% | 0.02% | 119 | +2,247 | 7.52% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 32,208 | 347 | 0.0% | 0.01% | 120 | -43,334 | -57.36% | Q2 2026 | Jul 17, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 32,174 | 347 | 0.11% | 0.12% | 121 | +603 | 1.91% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 31,516 | 340 | 0.0% | 0.0% | 122 | +1,437 | 4.78% | Q2 2026 | Jul 20, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 31,200 | 336 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 30,343 | 335 | 0.08% | 0.09% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 30,545 | 329 | 0.0% | 0.0% | 125 | +139 | 0.46% | Q2 2026 | Aug 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 30,330 | 327 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 29,456 | 324 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 29,981 | 323 | 0.01% | 0.01% | 128 | +249 | 0.84% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 29,927 | 322 | 0.0% | 0.0% | 129 | -3,211 | -9.69% | Q2 2026 | Aug 27, 2026 |
| Stokes Capital Advisors, LLC | History | New | 28,855 | 311 | 0.07% | — | 130 | +28,855 | New | Q2 2026 | Jul 22, 2026 |
| Belpointe Asset Management LLC | History | Added to | 27,249 | 294 | 0.01% | 0.01% | 131 | +8 | 0.03% | Q2 2026 | Jul 31, 2026 |
| RFG Advisory, LLC | History | Reduced | 26,738 | 288 | 0.0% | 0.01% | 132 | -228 | -0.85% | Q2 2026 | Jul 15, 2026 |
| Maridea Wealth Management LLC | History | Added to | 26,655 | 287 | 0.03% | 0.03% | 133 | +3,450 | 14.87% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 26,307 | 283 | 0.0% | 0.0% | 134 | +173 | 0.66% | Q2 2026 | Aug 06, 2026 |
| HARVEY INVESTMENT CO LLC | History | No change | 26,100 | 282 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 25,018 | 269 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | New | 24,840 | 268 | 0.0% | — | 137 | +24,840 | New | Q2 2026 | Jul 15, 2026 |
| J.M. Arbour, LLC | History | Added to | 24,660 | 266 | 0.23% | 0.19% | 138 | +4,963 | 25.2% | Q2 2026 | Aug 14, 2026 |
| Caldwell Trust Co | History | No change | 24,400 | 263 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CWM, LLC | History | No change | 24,836 | 255 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 23,603 | 254 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| CARDEROCK CAPITAL MANAGEMENT INC | History | No change | 23,604 | 254 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Align Financial, LLC | History | No change | 23,571 | 254 | 0.13% | 0.14% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GWN SECURITIES INC. | History | Reduced | 23,398 | 252 | 0.04% | 0.05% | 144 | -425 | -1.78% | Q2 2026 | Aug 05, 2026 |
| Fjell Capital, LLC | History | Added to | 23,390 | 252 | 0.17% | 0.18% | 145 | +255 | 1.1% | Q2 2026 | Jul 15, 2026 |
| Hudock, Inc. | History | No change | 23,240 | 250 | 0.03% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mueller Wealth, LLC | History | Added to | 22,949 | 247 | 0.17% | 0.18% | 148 | +1,299 | 6.0% | Q2 2026 | Aug 03, 2026 |
| STEPHENS INC /AR/ | History | No change | 22,903 | 247 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prospera Financial Services Inc | History | Reduced | 22,729 | 245 | 0.0% | 0.0% | 149 | -486 | -2.09% | Q2 2026 | Jul 15, 2026 |
| Commerce Advisors, LLC | History | Added to | 22,752 | 245 | 0.13% | 0.19% | 150 | +259 | 1.15% | Q2 2026 | Aug 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 22,475 | 242 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 22,333 | 240 | 0.14% | 0.17% | 152 | -4,798 | -17.68% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 21,984 | 237 | 0.01% | 0.02% | 153 | -5,129 | -18.92% | Q2 2026 | Aug 07, 2026 |
| Providence Capital Advisors, LLC | History | No change | 22,000 | 237 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 22,141 | 236 | 0.0% | 0.0% | 155 | +210 | 0.96% | Q2 2026 | Aug 06, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 21,599 | 233 | 0.07% | 0.08% | 156 | +27 | 0.13% | Q2 2026 | Aug 06, 2026 |
| Midwest Trust Co | History | No change | 21,619 | 233 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 21,570 | 232 | 0.0% | 0.0% | 158 | +5,464 | 33.93% | Q2 2026 | Aug 05, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 21,179 | 230 | 0.01% | 0.01% | 160 | -3,142 | -12.92% | Q2 2026 | Aug 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 21,318 | 230 | 0.03% | 0.03% | 159 | +3,045 | 16.66% | Q2 2026 | Aug 10, 2026 |
| LCM Capital Management Inc | History | No change | 21,237 | 229 | 0.1% | 0.11% | 161 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 21,219 | 228 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 20,620 | 222 | 0.0% | 0.0% | 163 | -61,753 | -74.97% | Q2 2026 | Aug 12, 2026 |
| CRA Financial Services, LLC | History | Added to | 20,590 | 222 | 0.03% | 0.03% | 164 | +68 | 0.33% | Q2 2026 | Jul 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 20,390 | 220 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Planning,Inc | History | Added to | 20,350 | 219 | 0.14% | 0.15% | 167 | +22 | 0.11% | Q2 2026 | Jul 27, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 20,354 | 219 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 20,122 | 217 | 0.03% | 0.04% | 168 | -3,486 | -14.77% | Q2 2026 | Jul 24, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 20,084 | 216 | 0.01% | 0.01% | 169 | -17,299 | -46.28% | Q2 2026 | Jul 31, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 20,000 | 215 | 0.1% | 0.11% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abel Hall, LLC | History | No change | 20,000 | 215 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHERN TRUST CORP | History | No change | 19,845 | 214 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 19,403 | 209 | 0.0% | 0.0% | 173 | -10,721 | -35.59% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 19,324 | 208 | 0.01% | 0.02% | 174 | -10,147 | -34.43% | Q2 2026 | Jul 23, 2026 |
| Brookwood Investment Group LLC | History | New | 18,920 | 204 | 0.02% | — | 175 | +18,920 | New | Q2 2026 | Jul 23, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 18,821 | 203 | 0.0% | — | 176 | +18,821 | New | Q2 2026 | Jul 22, 2026 |
| CHOREO, LLC | History | Reduced | 18,550 | 200 | 0.0% | 0.0% | 177 | -1,273 | -6.42% | Q2 2026 | Aug 04, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | Added to | 18,446 | 199 | 0.0% | 0.0% | 178 | +5,663 | 44.3% | Q2 2026 | Aug 10, 2026 |
| IRON Financial LLC | History | Added to | 18,468 | 199 | 0.08% | 0.08% | 181 | +331 | 1.82% | Q2 2026 | Jul 22, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 18,446 | 199 | 0.02% | 0.02% | 180 | +302 | 1.66% | Q2 2026 | Aug 05, 2026 |
| WEBSTER BANK, N. A. | History | No change | 18,530 | 199 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apriem Advisors | History | Added to | 18,400 | 198 | 0.02% | 0.02% | 182 | +1,000 | 5.75% | Q2 2026 | Aug 14, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 18,000 | 198 | 0.12% | 0.12% | 183 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Main Street Group, LTD | History | Added to | 18,166 | 196 | 0.05% | 0.05% | 184 | +59 | 0.33% | Q2 2026 | Jul 13, 2026 |
| IFG Advisory, LLC | History | New | 17,931 | 193 | 0.01% | — | 185 | +17,931 | New | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Added to | 17,768 | 192 | 0.0% | 0.0% | 186 | +76 | 0.43% | Q2 2026 | Aug 12, 2026 |
| Berman McAleer LLC | History | No change | 17,821 | 192 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SMI Advisory Services, LLC | History | Added to | 17,535 | 190 | 0.03% | 0.03% | 188 | +315 | 1.83% | Q2 2026 | Jul 09, 2026 |
| Allworth Financial LP | History | Added to | 17,595 | 189 | 0.0% | 0.0% | 189 | +731 | 4.33% | Q2 2026 | Aug 11, 2026 |
| Wealthquest Corp | History | No change | 17,500 | 188 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Colonial Trust Co / SC | History | No change | 17,497 | 188 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 16,961 | 183 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XML Financial, LLC | History | Added to | 16,955 | 182 | 0.01% | 0.01% | 193 | +288 | 1.73% | Q2 2026 | Jul 24, 2026 |
| Modern Wealth Management, LLC | History | Added to | 16,591 | 179 | 0.0% | 0.0% | 195 | +1,892 | 12.87% | Q2 2026 | Aug 13, 2026 |
| Annex Advisory Services, LLC | History | No change | 16,645 | 179 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 16,558 | 178 | 0.01% | 0.02% | 197 | -15,427 | -48.23% | Q2 2026 | Aug 12, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 16,550 | 178 | 0.04% | 0.04% | 196 | -710 | -4.11% | Q2 2026 | Jul 14, 2026 |
| IFP Advisors, Inc | History | Added to | 16,082 | 173 | 0.0% | 0.0% | 198 | +10,475 | 186.82% | Q2 2026 | Jul 20, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 15,795 | 170 | 0.02% | 0.02% | 199 | +285 | 1.84% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,201 | 164 | 0.0% | 0.0% | 200 | -55,051 | -78.36% | Q2 2026 | Aug 14, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 14,952 | 161 | 0.05% | 0.06% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hexagon Capital Partners LLC | History | No change | 15,000 | 161 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Basepoint Wealth LLC | History | Added to | 14,750 | 159 | 0.09% | 0.08% | 203 | +985 | 7.16% | Q2 2026 | Aug 10, 2026 |
| Fruth Investment Management | History | No change | 14,655 | 158 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 14,609 | 157 | 0.0% | 0.0% | 205 | +200 | 1.39% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 14,212 | 153 | 0.0% | — | 208 | +14,212 | New | Q2 2026 | Aug 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 14,251 | 153 | 0.0% | 0.0% | 206 | +28 | 0.2% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 14,200 | 153 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | Reduced | 14,140 | 152 | 0.07% | 0.08% | 209 | -500 | -3.42% | Q2 2026 | Aug 10, 2026 |
| Advisory Solutions Group, LLC | History | New | 13,990 | 150 | 0.05% | — | 211 | +13,990 | New | Q2 2026 | Jul 29, 2026 |
| OneAscent Financial Services LLC | History | Added to | 13,923 | 150 | 0.01% | 0.01% | 210 | +199 | 1.45% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 13,890 | 149 | 0.0% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 13,737 | 148 | 0.01% | 0.01% | 213 | +52 | 0.38% | Q2 2026 | Aug 10, 2026 |
| UMB Bank, n.a. | History | Added to | 13,550 | 146 | 0.0% | 0.0% | 214 | +1,000 | 7.97% | Q2 2026 | Aug 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 13,343 | 143 | 0.09% | 0.12% | 216 | -5,204 | -28.06% | Q2 2026 | Jul 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 13,265 | 143 | 0.05% | 0.06% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SYM FINANCIAL Corp | History | Added to | 13,121 | 141 | 0.01% | 0.01% | 217 | +158 | 1.22% | Q2 2026 | Aug 04, 2026 |
| Stonebridge Financial Group, LLC/CA | History | New | 12,844 | 139 | 0.02% | — | 218 | +12,844 | New | Q2 2026 | Aug 13, 2026 |
| Convergence Financial, LLC | History | New | 12,746 | 137 | 0.01% | — | 220 | +12,746 | New | Q2 2026 | Aug 05, 2026 |
| Mascoma Wealth Management LLC | History | No change | 12,765 | 137 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 12,427 | 134 | 0.01% | 0.01% | 222 | -124 | -0.99% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 12,419 | 134 | 0.0% | 0.0% | 221 | -19 | -0.15% | Q2 2026 | Jul 28, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | Added to | 12,350 | 133 | 0.06% | 0.02% | 223 | +7,350 | 147.0% | Q2 2026 | Aug 10, 2026 |
| EDMP, INC. | History | No change | 12,267 | 132 | 0.11% | 0.1% | 224 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 12,211 | 131 | 0.03% | 0.05% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Diversify Advisory Services, LLC | History | New | 11,679 | 128 | 0.0% | — | 228 | +11,679 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 11,679 | 128 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clark Asset Management, LLC | History | No change | 11,903 | 128 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PFG Advisors | History | No change | 11,732 | 126 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 11,473 | 124 | 0.0% | 0.0% | 230 | -358 | -3.03% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 11,425 | 123 | 0.0% | 0.0% | 231 | -4,522 | -28.36% | Q2 2026 | Jul 22, 2026 |
| Independent Wealth Network Inc. | History | Added to | 11,449 | 123 | 0.03% | 0.03% | 232 | +29 | 0.25% | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | New | 11,353 | 122 | 0.0% | — | 234 | +11,353 | New | Q2 2026 | Aug 03, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 11,317 | 122 | 0.04% | 0.05% | 233 | +91 | 0.81% | Q2 2026 | Jul 28, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 11,248 | 121 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 11,123 | 120 | 0.01% | 0.01% | 236 | -17 | -0.15% | Q2 2026 | Aug 11, 2026 |
| PMG Family Office LLC | History | Added to | 11,005 | 119 | 0.11% | 0.13% | 238 | +105 | 0.96% | Q2 2026 | Jul 16, 2026 |
| GEM Asset Management, LLC | History | No change | 11,082 | 119 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | Reduced | 10,993 | 118 | 0.0% | 0.0% | 239 | -500 | -4.35% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 10,869 | 117 | 0.0% | 0.0% | 240 | +93 | 0.86% | Q2 2026 | Aug 11, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 10,800 | 116 | 0.02% | 0.03% | 241 | -3,000 | -21.74% | Q2 2026 | Jul 09, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 10,678 | 115 | 0.01% | 0.01% | 242 | +131 | 1.24% | Q2 2026 | Jul 23, 2026 |
| BOKF, NA | History | No change | 10,619 | 114 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Whalen Wealth Management Inc. | History | New | 10,552 | 113 | 0.05% | — | 246 | +10,552 | New | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 11,060 | 113 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 10,550 | 113 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BNB Wealth Management, LLC | History | New | 10,425 | 112 | 0.06% | — | 248 | +10,425 | New | Q2 2026 | Aug 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 10,400 | 112 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 10,245 | 110 | 0.0% | — | 249 | +10,245 | New | Q2 2026 | Jul 14, 2026 |
| VestGen Advisors, LLC | History | No change | 10,051 | 108 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,985 | 107 | 0.0% | 0.0% | 251 | -10,700 | -51.73% | Q2 2026 | Aug 07, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 10,000 | 107 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 9,750 | 105 | 0.07% | 0.07% | 253 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 9,795 | 105 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,457 | 102 | 0.0% | 0.0% | 255 | +5,493 | 138.57% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 8,875 | 95 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 8,599 | 92 | 0.01% | 0.01% | 257 | -25 | -0.29% | Q2 2026 | Jul 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,348 | 90 | 0.0% | 0.0% | 258 | +2,324 | 38.58% | Q2 2026 | Aug 06, 2026 |
| DT Investment Partners, LLC | History | No change | 7,753 | 83 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | No change | 7,676 | 82 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 7,434 | 80 | 0.01% | 0.01% | 261 | +934 | 14.37% | Q2 2026 | Jul 28, 2026 |
| Colonial Trust Advisors | History | No change | 5,975 | 64 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,475 | 59 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MCF Advisors LLC | History | Reduced | 5,359 | 57 | 0.0% | 0.0% | 264 | -2,277 | -29.82% | Q2 2026 | Aug 12, 2026 |
| Heritage Wealth Advisors | History | No change | 5,063 | 54 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | No change | 5,092 | 54 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 4,856 | 52 | 0.0% | 0.0% | 267 | -1,194 | -19.74% | Q2 2026 | Jul 21, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 4,891 | 52 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 4,816 | 51 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 4,775 | 51 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,358 | 47 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 4,422 | 47 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Axiom Investment Management LLC | History | Added to | 4,270 | 46 | 0.03% | 0.02% | 273 | +1,814 | 73.86% | Q2 2026 | Jul 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,294 | 46 | 0.0% | 0.0% | 274 | +42 | 0.99% | Q2 2026 | Jul 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 4,000 | 43 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| City State Bank | History | No change | 4,000 | 43 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 3,911 | 42 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Independence Bank of Kentucky | History | Reduced | 3,802 | 41 | 0.0% | 0.01% | 278 | -3,450 | -47.57% | Q2 2026 | Jul 13, 2026 |
| Spire Wealth Management | History | Reduced | 3,605 | 38 | 0.0% | 0.0% | 279 | -2,130 | -37.14% | Q2 2026 | Jul 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3,431 | 37 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crews Bank & Trust | History | No change | 3,338 | 36 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Smithfield Trust Co | History | No change | 3,586 | 35 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,226 | 34 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 3,077 | 33 | 0.01% | 0.01% | 284 | -923 | -23.08% | Q2 2026 | Sep 15, 2026 |
| Global Retirement Partners, LLC | History | New | 2,852 | 30 | 0.0% | — | 285 | +2,852 | New | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 2,735 | 29 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 2,703 | 29 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 2,606 | 28 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 2,386 | 25 | 0.0% | 0.0% | 289 | +43 | 1.84% | Q2 2026 | Jul 09, 2026 |
| Global Trust Asset Management, LLC | History | No change | 2,350 | 25 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Coston, McIsaac & Partners | History | No change | 2,185 | 23 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 2,000 | 21 | 0.01% | — | 293 | +2,000 | New | Q2 2026 | Aug 03, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 2,000 | 21 | 0.01% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Added to | 1,834 | 19 | 0.0% | 0.0% | 294 | +568 | 44.87% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,801 | 19 | 0.0% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 1,600 | 17 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 1,500 | 16 | 0.0% | 0.08% | 299 | -41,974 | -96.55% | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,500 | 16 | 0.0% | 0.0% | 297 | -500 | -25.0% | Q2 2026 | Jul 31, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,500 | 16 | 0.0% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,500 | 16 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |