DNP SELECT INCOME FUND INC - DNP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 85 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Align Financial, LLC | History | New | 235,474 | 235,474 | 0.14% | — | 1 | +235,474 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 3,754,158 | 37,504 | 0.0% | 0.0% | 2 | +321,143 | 9.35% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,098,075 | 30,950 | 0.01% | — | 3 | +3,098,075 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 3,060,999 | 30,579 | 0.01% | 0.01% | 4 | +430,094 | 16.35% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,925,212 | 19,232 | 0.03% | 0.03% | 5 | +157,216 | 8.89% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,511,405 | 15,098 | 0.02% | 0.02% | 6 | +31,034 | 2.1% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,497,243 | 14,957 | 0.02% | 0.02% | 7 | +47,974 | 3.31% | Q4 2025 | Feb 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 1,283,792 | 12,825 | 1.54% | 1.53% | 8 | -9,706 | -0.75% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,144,016 | 11,429 | 0.02% | 0.02% | 9 | -161,121 | -12.35% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,107,463 | 11,063 | 0.0% | 0.0% | 10 | -692,354 | -38.47% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,084,773 | 10,836 | 0.0% | 0.0% | 11 | +93,703 | 9.45% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 880,930 | 8,800 | 0.0% | 0.0% | 12 | -21,135 | -2.34% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 808,589 | 8,078 | 0.02% | 0.02% | 13 | +80,123 | 11.0% | Q4 2025 | Feb 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 743,474 | 7,427 | 0.13% | 0.14% | 14 | -29,036 | -3.76% | Q4 2025 | Jan 22, 2026 |
| Kentucky Trust Co | History | Added to | 659,350 | 6,586 | 3.49% | 3.52% | 15 | +9,084 | 1.4% | Q4 2025 | Jan 21, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 653,002 | 6,523 | 0.48% | 0.11% | 16 | +526,009 | 414.2% | Q4 2025 | Jan 28, 2026 |
| COHEN & STEERS, INC. | History | Added to | 588,275 | 5,877 | 0.01% | 0.01% | 17 | +7,114 | 1.22% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 521,309 | 5,207 | 0.0% | 0.0% | 18 | +14,585 | 2.88% | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 454,033 | 4,535 | 0.06% | 0.06% | 19 | +22,097 | 5.12% | Q4 2025 | Feb 10, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 409,725 | 4,093 | 3.38% | 3.59% | 20 | -11,377 | -2.7% | Q4 2025 | Feb 19, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 400,153 | 3,998 | 0.01% | 0.01% | 21 | -10,270 | -2.5% | Q4 2025 | Feb 11, 2026 |
| Owen LaRue, LLC | History | Added to | 398,243 | 3,978 | 1.51% | 1.56% | 22 | +2,486 | 0.63% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 396,045 | 3,956 | 0.0% | 0.0% | 23 | +182,888 | 85.8% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 368,180 | 3,678 | 0.0% | 0.0% | 24 | -40,568 | -9.92% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 320,816 | 3,204 | 0.24% | 0.25% | 25 | +7,389 | 2.36% | Q4 2025 | Jan 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 303,389 | 3,030 | 0.11% | 0.03% | 26 | +221,216 | 269.21% | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 262,188 | 2,619 | 0.16% | 0.11% | 27 | +116,498 | 79.96% | Q4 2025 | Feb 11, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 261,676 | 2,614 | 0.59% | 0.6% | 28 | -5,136 | -1.92% | Q4 2025 | Feb 05, 2026 |
| RDA Financial Network | History | Added to | 257,592 | 2,573 | 0.62% | 0.43% | 29 | +82,161 | 46.83% | Q4 2025 | Jan 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 1,129,972 | 2,517 | 0.06% | 0.21% | 30 | +14,173 | 1.27% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 249,700 | 2,494 | 0.04% | 0.04% | 31 | -2,758 | -1.09% | Q4 2025 | Feb 17, 2026 |
| Alchemi Wealth, LLC | History | New | 249,181 | 2,489 | 1.36% | — | 32 | +249,181 | New | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 242,620 | 2,423 | 0.12% | 0.12% | 33 | -1,458 | -0.6% | Q4 2025 | Jan 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 222,917 | 2,226 | 0.08% | 0.08% | 34 | +2,067 | 0.94% | Q4 2025 | Jan 21, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 216,111 | 2,158 | 0.14% | 0.15% | 35 | -6,110 | -2.75% | Q4 2025 | Jan 08, 2026 |
| Providence First Trust Co | History | Added to | 206,438 | 2,062 | 0.71% | 0.3% | 36 | +118,905 | 135.84% | Q4 2025 | Feb 03, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 191,254 | 1,910 | 0.05% | 0.05% | 37 | -11,164 | -5.52% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 181,946 | 1,817 | 0.0% | 0.0% | 38 | +15,109 | 9.06% | Q4 2025 | Feb 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 176,847 | 1,766 | 0.01% | 0.01% | 39 | +5,760 | 3.37% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 176,190 | 1,760 | 0.0% | 0.0% | 40 | -6,355 | -3.48% | Q4 2025 | Mar 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 169,909 | 1,697 | 0.01% | 0.01% | 41 | +25,140 | 17.37% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 169,885 | 1,697 | 0.02% | 0.02% | 42 | +23,240 | 15.85% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 163,446 | 1,632 | 0.0% | 0.0% | 43 | +9,417 | 6.11% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 162,465 | 1,623 | 0.03% | 0.03% | 44 | -21,477 | -11.68% | Q4 2025 | Feb 04, 2026 |
| Vivaldi Capital Management LP | History | No change | 152,219 | 1,520 | 0.21% | 0.22% | 45 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| American Financial Advisors, LLC | History | Reduced | 146,619 | 1,464 | 0.19% | 0.23% | 46 | -33,172 | -18.45% | Q4 2025 | Feb 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 139,276 | 1,391 | 0.01% | 0.01% | 47 | -5,292 | -3.66% | Q4 2025 | Feb 18, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 135,177 | 1,350 | 0.01% | 0.01% | 48 | -3,412 | -2.46% | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 125,573 | 1,254 | 0.01% | 0.01% | 49 | +3,061 | 2.5% | Q4 2025 | Jan 12, 2026 |
| Mariner, LLC | History | Added to | 123,564 | 1,234 | 0.0% | 0.0% | 50 | +409 | 0.33% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 115,354 | 1,152 | 0.01% | 0.01% | 51 | -580 | -0.5% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 114,852 | 1,147 | 0.02% | 0.0% | 52 | +112,409 | 4601.27% | Q4 2025 | Feb 12, 2026 |
| Virtue Capital Management, LLC | History | Added to | 110,683 | 1,100 | 0.17% | 0.09% | 54 | +105,896 | 2212.16% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Reduced | 110,173 | 1,100 | 0.0% | 0.0% | 53 | -1,450 | -1.3% | Q4 2025 | Feb 13, 2026 |
| Everstar Asset Management, LLC | History | No change | 108,185 | 1,080 | 0.58% | 0.61% | 55 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 104,051 | 1,039 | 0.24% | 0.24% | 56 | -225 | -0.22% | Q4 2025 | Jan 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 103,402 | 1,032 | 0.03% | 0.03% | 57 | -2,314 | -2.19% | Q4 2025 | Jan 21, 2026 |
| StoneX Group Inc. | History | Reduced | 101,397 | 1,019 | 0.04% | 0.05% | 58 | -1,899 | -1.84% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 99,010 | 989 | 0.0% | 0.0% | 59 | +6,016 | 6.47% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 97,843 | 977 | 0.06% | 0.07% | 60 | +511 | 0.53% | Q4 2025 | Feb 03, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 97,280 | 971 | 0.6% | 0.26% | 61 | +56,207 | 136.85% | Q4 2025 | Jan 06, 2026 |
| PFG Investments, LLC | History | Added to | 95,804 | 957 | 0.05% | 0.03% | 62 | +34,065 | 55.18% | Q4 2025 | Jan 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 95,752 | 956 | 0.0% | 0.0% | 63 | +6,472 | 7.25% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 95,651 | 955 | 0.0% | 0.0% | 64 | +3,518 | 3.82% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 95,112 | 950 | 0.03% | 0.01% | 65 | +68,787 | 261.3% | Q4 2025 | Feb 19, 2026 |
| Carl P. Sherr & Co., LLC | History | Reduced | 90,005 | 914 | 0.41% | 0.5% | 66 | -15,525 | -14.71% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 91,394 | 913 | 0.01% | 0.01% | 67 | +1,714 | 1.91% | Q4 2025 | Feb 02, 2026 |
| Foguth Wealth Management, LLC. | History | New | 87,049 | 865 | 0.13% | — | 68 | +87,049 | New | Q4 2025 | Jan 05, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 85,304 | 852 | 0.45% | — | 69 | +85,304 | New | Q4 2025 | Feb 23, 2026 |
| Keystone Financial Group | History | Added to | 82,791 | 827 | 0.06% | 0.06% | 70 | +962 | 1.18% | Q4 2025 | Feb 06, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 82,262 | 821 | 0.29% | 0.19% | 71 | +27,555 | 50.37% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | No change | 78,792 | 787 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Indie Asset Partners, LLC | History | Added to | 77,000 | 769 | 0.86% | 1.0% | 73 | +2,000 | 2.67% | Q4 2025 | Feb 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 76,389 | 763 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Added to | 75,245 | 752 | 0.02% | 0.02% | 75 | +2,195 | 3.0% | Q4 2025 | Jan 30, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 75,200 | 751 | 0.21% | 0.2% | 76 | +4,000 | 5.62% | Q4 2025 | Jan 23, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Added to | 74,166 | 740 | 0.21% | 0.22% | 77 | +252 | 0.34% | Q4 2025 | Feb 04, 2026 |
| Brookstone Capital Management | History | Added to | 73,040 | 729 | 0.01% | 0.01% | 78 | +5,000 | 7.35% | Q4 2025 | Jan 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 72,202 | 721 | 0.02% | 0.03% | 79 | -14,489 | -16.71% | Q4 2025 | Jan 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 71,915 | 718 | 0.01% | 0.01% | 80 | -1,420 | -1.94% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 69,944 | 698 | 0.0% | 0.0% | 81 | -1,411 | -1.98% | Q4 2025 | Feb 18, 2026 |
| Cresset Asset Management, LLC | History | Added to | 67,856 | 682 | 0.0% | 0.0% | 82 | +8 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 66,631 | 665 | 0.06% | 0.06% | 83 | +1,531 | 2.35% | Q4 2025 | Feb 06, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 65,157 | 650 | 0.07% | 0.08% | 84 | +65 | 0.1% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 61,150 | 610 | 0.01% | 0.01% | 85 | -1,092 | -1.75% | Q4 2025 | Feb 09, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 60,834 | 607 | 0.05% | 0.05% | 86 | -2,000 | -3.18% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 60,746 | 606 | 0.0% | 0.0% | 87 | +750 | 1.25% | Q4 2025 | Jan 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 60,441 | 603 | 0.03% | 0.05% | 88 | +4,173 | 7.42% | Q4 2025 | Feb 17, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 58,773 | 596 | 0.1% | 0.1% | 89 | -637 | -1.07% | Q4 2025 | Feb 06, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 58,773 | 587 | 0.31% | 0.3% | 90 | +744 | 1.28% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 57,597 | 577 | 0.0% | 0.0% | 91 | -13,553 | -19.05% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 57,325 | 565 | 0.0% | 0.0% | 92 | -6,119 | -9.64% | Q4 2025 | Jan 08, 2026 |
| Composition Wealth, LLC | History | Added to | 56,198 | 561 | 0.01% | 0.01% | 93 | +8,804 | 18.58% | Q4 2025 | Feb 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 54,272 | 542 | 0.01% | 0.01% | 94 | +875 | 1.64% | Q4 2025 | Feb 19, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 53,427 | 533 | 0.18% | 0.69% | 95 | -134,777 | -71.61% | Q4 2025 | Feb 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 50,722 | 506 | 0.14% | 0.11% | 96 | +271 | 0.54% | Q4 2025 | Jan 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 49,977 | 499 | 0.0% | 0.0% | 97 | -385 | -0.76% | Q4 2025 | Feb 13, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 49,200 | 491 | 0.11% | 0.11% | 98 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 49,121 | 490 | 0.0% | 0.0% | 99 | +9,001 | 22.44% | Q4 2025 | Feb 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 47,841 | 477 | 0.01% | 0.01% | 101 | +19,295 | 67.59% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 47,765 | 477 | 0.0% | 0.0% | 100 | -5,007 | -9.49% | Q4 2025 | Feb 11, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 46,787 | 466 | 0.06% | 0.04% | 102 | +14,007 | 42.73% | Q4 2025 | Jan 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 45,138 | 450 | 0.01% | 0.03% | 103 | +2,646 | 6.23% | Q4 2025 | Feb 10, 2026 |
| Patten Group, Inc. | History | No change | 44,402 | 443 | 0.08% | 0.09% | 104 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 43,094 | 430 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 42,388 | 423 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 41,353 | 413 | 0.01% | 0.01% | 107 | +1,489 | 3.74% | Q4 2025 | Jan 14, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 41,190 | 411 | 0.18% | 0.23% | 108 | -8,377 | -16.9% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 41,025 | 410 | 0.0% | 0.0% | 109 | +9,925 | 31.91% | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 41,121 | 410 | 0.01% | 0.01% | 110 | -1,800 | -4.19% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 40,407 | 403 | 0.0% | 0.01% | 111 | +3,301 | 8.9% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 39,771 | 397 | 0.0% | 0.0% | 112 | +7,319 | 22.55% | Q4 2025 | Feb 17, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 37,625 | 375 | 0.07% | 0.08% | 113 | -6,175 | -14.1% | Q4 2025 | Jan 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 37,158 | 371 | 0.0% | 0.0% | 114 | +1,108 | 3.07% | Q4 2025 | Jan 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 35,603 | 355 | 0.01% | — | 115 | +35,603 | New | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 35,582 | 355 | 0.03% | 0.03% | 116 | +134 | 0.38% | Q4 2025 | Jan 21, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 34,855 | 348 | 0.02% | 0.02% | 117 | -617 | -1.74% | Q4 2025 | Feb 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 34,072 | 342 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 33,264 | 332 | 0.0% | 0.0% | 119 | -48,573 | -59.35% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 31,874 | 318 | 0.02% | 0.04% | 121 | -32,020 | -50.11% | Q4 2025 | Feb 18, 2026 |
| HOERTKORN RICHARD CHARLES | History | Added to | 31,841 | 318 | 0.12% | 0.12% | 120 | +1,475 | 4.86% | Q4 2025 | Jan 27, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 31,666 | 316 | 0.02% | 0.02% | 122 | +1,000 | 3.26% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 31,626 | 315 | 0.0% | 0.0% | 123 | +1,818 | 6.1% | Q4 2025 | Jan 26, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | New | 31,200 | 311 | 0.02% | — | 124 | +31,200 | New | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | Reduced | 30,927 | 308 | 0.0% | 0.0% | 125 | -4,706 | -13.21% | Q4 2025 | Mar 09, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 31,052 | 306 | 0.06% | 0.06% | 126 | +45 | 0.15% | Q4 2025 | Feb 05, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 30,342 | 302 | 0.11% | 0.14% | 128 | -2,002 | -6.19% | Q4 2025 | Jan 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 30,299 | 302 | 0.0% | 0.0% | 127 | +1,090 | 3.73% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 29,456 | 295 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Alexander Randolph Advisory, Inc. | History | No change | 29,522 | 294 | 0.24% | 0.24% | 130 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 29,198 | 291 | 0.0% | 0.0% | 131 | +445 | 1.55% | Q4 2025 | Jan 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 28,595 | 285 | 0.01% | 0.01% | 132 | -1,042 | -3.52% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 28,406 | 283 | 0.01% | — | 133 | +28,406 | New | Q4 2025 | Feb 17, 2026 |
| Suncoast Equity Management | History | Added to | 27,821 | 277 | 0.03% | 0.03% | 134 | +361 | 1.31% | Q4 2025 | Feb 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 27,268 | 274 | 0.02% | 0.02% | 135 | +5,469 | 25.09% | Q4 2025 | Jan 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 27,233 | 272 | 0.01% | 0.01% | 136 | +8 | 0.03% | Q4 2025 | Jan 27, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 27,131 | 271 | 0.16% | 0.16% | 137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Reduced | 26,655 | 266 | 0.01% | 0.01% | 138 | -387 | -1.43% | Q4 2025 | Feb 03, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 26,370 | 263 | 0.0% | 0.0% | 139 | +177 | 0.68% | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 26,254 | 262 | 0.06% | 0.06% | 140 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARVEY INVESTMENT CO LLC | History | No change | 26,100 | 261 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Prospera Financial Services Inc | History | Reduced | 25,700 | 256 | 0.0% | 0.0% | 142 | -2,936 | -10.25% | Q4 2025 | Feb 09, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 25,018 | 249 | 0.04% | — | 143 | +25,018 | New | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Reduced | 24,839 | 248 | 0.0% | 0.0% | 144 | -3,264 | -11.61% | Q4 2025 | Jan 26, 2026 |
| Midwest Trust Co | History | No change | 24,794 | 247 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 24,508 | 244 | 0.04% | 0.05% | 146 | -1,970 | -7.44% | Q4 2025 | Jan 07, 2026 |
| Caldwell Trust Co | History | No change | 24,400 | 243 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 24,291 | 242 | 0.0% | 0.0% | 148 | +7,001 | 40.49% | Q4 2025 | Feb 10, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 24,221 | 242 | 0.02% | 0.02% | 149 | -1,755 | -6.76% | Q4 2025 | Feb 13, 2026 |
| CARDEROCK CAPITAL MANAGEMENT INC | History | New | 23,604 | 235 | 0.06% | — | 151 | +23,604 | New | Q4 2025 | Jan 09, 2026 |
| GWN SECURITIES INC. | History | Added to | 23,531 | 235 | 0.05% | 0.05% | 152 | +575 | 2.5% | Q4 2025 | Feb 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 23,603 | 235 | 0.07% | 0.07% | 150 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hudock, Inc. | History | No change | 23,240 | 232 | 0.03% | 0.04% | 153 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 23,075 | 230 | 0.0% | 0.0% | 154 | -1,021 | -4.24% | Q4 2025 | Jan 30, 2026 |
| Fjell Capital, LLC | History | Added to | 23,046 | 230 | 0.18% | 0.2% | 155 | +87 | 0.38% | Q4 2025 | Jan 12, 2026 |
| STEPHENS INC /AR/ | History | New | 22,903 | 228 | 0.0% | — | 156 | +22,903 | New | Q4 2025 | Feb 05, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 22,061 | 220 | 0.15% | 0.17% | 158 | -2,133 | -8.82% | Q4 2025 | Jan 07, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 21,725 | 220 | 0.01% | 0.01% | 157 | +442 | 2.08% | Q4 2025 | Feb 09, 2026 |
| Providence Capital Advisors, LLC | History | No change | 22,000 | 219 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 21,687 | 216 | 0.01% | 0.01% | 160 | +290 | 1.36% | Q4 2025 | Jan 12, 2026 |
| WESBANCO BANK INC | History | No change | 21,483 | 214 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 21,409 | 213 | 0.0% | 0.0% | 162 | +9,330 | 77.24% | Q4 2025 | Feb 03, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 21,343 | 213 | 0.08% | 0.08% | 163 | +231 | 1.09% | Q4 2025 | Jan 27, 2026 |
| LCM Capital Management Inc | History | No change | 21,237 | 212 | 0.1% | 0.1% | 164 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 21,219 | 211 | 0.0% | — | 166 | +21,219 | New | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 21,186 | 211 | 0.03% | 0.03% | 165 | +67 | 0.32% | Q4 2025 | Feb 10, 2026 |
| J.M. Arbour, LLC | History | New | 20,550 | 205 | 0.2% | — | 168 | +20,550 | New | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 20,534 | 205 | 0.0% | 0.0% | 167 | +5,504 | 36.62% | Q4 2025 | Feb 06, 2026 |
| CRA Financial Services, LLC | History | Added to | 20,452 | 204 | 0.03% | 0.03% | 169 | +71 | 0.35% | Q4 2025 | Jan 16, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 20,390 | 203 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 20,404 | 203 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Asset Planning,Inc | History | Added to | 20,305 | 202 | 0.14% | 0.15% | 172 | +23 | 0.11% | Q4 2025 | Feb 03, 2026 |
| Abel Hall, LLC | History | New | 20,000 | 199 | 0.05% | — | 174 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 20,000 | 199 | 0.11% | 0.11% | 173 | -160 | -0.79% | Q4 2025 | Jan 08, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 19,296 | 192 | 0.07% | 0.07% | 175 | -300 | -1.53% | Q4 2025 | Jan 12, 2026 |
| CHOREO, LLC | History | Reduced | 19,008 | 191 | 0.0% | 0.0% | 176 | -505 | -2.59% | Q4 2025 | Jan 23, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 18,781 | 187 | 0.0% | — | 177 | +18,781 | New | Q4 2025 | Feb 05, 2026 |
| WEBSTER BANK, N. A. | History | No change | 18,530 | 185 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 18,335 | 184 | 0.05% | 0.05% | 179 | -547 | -2.9% | Q4 2025 | Jan 23, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 18,000 | 180 | 0.12% | 0.11% | 180 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AMES NATIONAL CORP | History | No change | 18,000 | 179 | 0.1% | 0.11% | 181 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 17,832 | 178 | 0.02% | 0.02% | 182 | +310 | 1.77% | Q4 2025 | Jan 20, 2026 |
| Berman McAleer LLC | History | No change | 17,821 | 178 | 0.02% | 0.03% | 183 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IRON Financial LLC | History | Added to | 17,794 | 177 | 0.08% | 0.08% | 184 | +340 | 1.95% | Q4 2025 | Jan 22, 2026 |
| IFG Advisory, LLC | History | Added to | 17,650 | 176 | 0.01% | 0.01% | 185 | +144 | 0.82% | Q4 2025 | Feb 10, 2026 |
| Wealthquest Corp | History | No change | 17,500 | 174 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Colonial Trust Co / SC | History | No change | 17,497 | 174 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Apriem Advisors | History | No change | 17,400 | 173 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 17,193 | 172 | 0.0% | 0.0% | 189 | +78 | 0.46% | Q4 2025 | Feb 13, 2026 |
| SMI Advisory Services, LLC | History | Added to | 17,005 | 170 | 0.03% | 0.03% | 190 | +432 | 2.61% | Q4 2025 | Jan 13, 2026 |
| XML Financial, LLC | History | Added to | 16,371 | 163 | 0.01% | 0.01% | 191 | +298 | 1.85% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,311 | 162 | 0.0% | 0.0% | 192 | -54 | -0.33% | Q4 2025 | Feb 12, 2026 |
| Brookwood Investment Group LLC | History | Added to | 16,173 | 161 | 0.02% | 0.02% | 193 | +200 | 1.25% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 15,751 | 157 | 0.0% | — | 194 | +15,751 | New | Q4 2025 | Feb 05, 2026 |
| Mueller Wealth, LLC | History | New | 15,408 | 153 | 0.13% | — | 195 | +15,408 | New | Q4 2025 | Feb 10, 2026 |
| Main Street Group, LTD | History | Reduced | 15,213 | 151 | 0.05% | 0.05% | 197 | -470 | -3.0% | Q4 2025 | Jan 26, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 15,214 | 151 | 0.02% | 0.02% | 196 | +195 | 1.3% | Q4 2025 | Feb 13, 2026 |
| Hexagon Capital Partners LLC | History | New | 15,000 | 149 | 0.03% | — | 199 | +15,000 | New | Q4 2025 | Feb 06, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 14,952 | 149 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LongView Wealth Management | History | No change | 14,969 | 149 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 14,685 | 146 | 0.0% | 0.0% | 201 | +6,360 | 76.4% | Q4 2025 | Feb 11, 2026 |
| Fruth Investment Management | History | No change | 14,655 | 146 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Modern Wealth Management, LLC | History | No change | 14,699 | 146 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 14,582 | 145 | 0.0% | 0.0% | 204 | +1,799 | 14.07% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 14,426 | 144 | 0.0% | 0.0% | 205 | -20,243 | -58.39% | Q4 2025 | Jan 29, 2026 |
| Annex Advisory Services, LLC | History | Added to | 14,270 | 142 | 0.0% | 0.0% | 206 | +125 | 0.88% | Q4 2025 | Jan 26, 2026 |
| Virtu Financial LLC | History | Added to | 14,108 | 141 | 0.01% | 0.01% | 207 | +1,976 | 16.29% | Q4 2025 | Feb 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 14,111 | 140 | 0.0% | 0.0% | 209 | -6,550 | -31.7% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 14,049 | 140 | 0.01% | 0.01% | 208 | +62 | 0.44% | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | No change | 14,000 | 139 | 0.0% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Western Wealth Management, LLC | History | New | 13,890 | 138 | 0.01% | — | 211 | +13,890 | New | Q4 2025 | Feb 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 13,755 | 137 | 0.0% | — | 214 | +13,755 | New | Q4 2025 | Jan 21, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 13,638 | 137 | 0.0% | — | 212 | +13,638 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 13,790 | 137 | 0.02% | 0.02% | 213 | +2,269 | 19.69% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | New | 13,595 | 135 | 0.0% | — | 215 | +13,595 | New | Q4 2025 | Feb 18, 2026 |
| OneAscent Financial Services LLC | History | New | 13,519 | 135 | 0.01% | — | 216 | +13,519 | New | Q4 2025 | Feb 11, 2026 |
| Basepoint Wealth LLC | History | Added to | 13,498 | 134 | 0.08% | 0.09% | 217 | +270 | 2.04% | Q4 2025 | Feb 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 13,258 | 132 | 0.01% | 0.01% | 218 | +13 | 0.1% | Q4 2025 | Jan 26, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 13,265 | 132 | 0.06% | 0.07% | 219 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | New | 12,900 | 128 | 0.0% | — | 220 | +12,900 | New | Q4 2025 | Feb 10, 2026 |
| SYM FINANCIAL Corp | History | Added to | 12,719 | 127 | 0.01% | 0.01% | 221 | +243 | 1.95% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 12,725 | 127 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mascoma Wealth Management LLC | History | No change | 12,765 | 127 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UMB Bank, n.a. | History | New | 12,550 | 125 | 0.0% | — | 224 | +12,550 | New | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 12,206 | 121 | 0.05% | 0.03% | 225 | +15 | 0.12% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 12,075 | 120 | 0.0% | 0.0% | 226 | +369 | 3.15% | Q4 2025 | Feb 02, 2026 |
| NORTHERN TRUST CORP | History | No change | 11,920 | 119 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 11,902 | 118 | 0.0% | 0.0% | 228 | -2,274 | -16.04% | Q4 2025 | Feb 02, 2026 |
| Clark Asset Management, LLC | History | No change | 11,903 | 118 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 11,745 | 117 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Diversify Advisory Services, LLC | History | No change | 11,679 | 117 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | New | 11,493 | 114 | 0.0% | — | 232 | +11,493 | New | Q4 2025 | Feb 13, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 11,420 | 114 | 0.03% | 0.04% | 233 | -100 | -0.87% | Q4 2025 | Jan 26, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 11,374 | 113 | 0.01% | 0.01% | 234 | -466 | -3.94% | Q4 2025 | Jan 22, 2026 |
| Bay Capital Advisors, LLC | History | No change | 11,400 | 113 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 11,239 | 112 | 0.0% | 0.0% | 236 | -2 | -0.02% | Q4 2025 | Feb 05, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 11,248 | 112 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 11,133 | 111 | 0.04% | 0.04% | 239 | +93 | 0.84% | Q4 2025 | Jan 30, 2026 |
| First National Advisers, LLC | History | No change | 11,196 | 111 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 11,100 | 110 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 10,926 | 109 | 0.01% | 0.01% | 241 | +216 | 2.02% | Q4 2025 | Feb 04, 2026 |
| GEM Asset Management, LLC | History | No change | 11,082 | 108 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| PMG Family Office LLC | History | No change | 10,895 | 108 | 0.12% | 0.12% | 243 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BOKF, NA | History | No change | 10,619 | 106 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EQUITABLE TRUST CO | History | No change | 10,693 | 106 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Snowden Capital Advisors LLC | History | New | 10,550 | 105 | 0.0% | — | 248 | +10,550 | New | Q4 2025 | Feb 17, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 10,594 | 105 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 10,550 | 105 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNB Wealth Management, LLC | History | New | 10,425 | 104 | 0.07% | — | 250 | +10,425 | New | Q4 2025 | Feb 17, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 10,413 | 104 | 0.01% | 0.01% | 249 | +136 | 1.32% | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 10,400 | 103 | 0.0% | 0.0% | 251 | +1,000 | 10.64% | Q4 2025 | Jan 29, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 9,750 | 100 | 0.07% | 0.07% | 252 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 10,000 | 99 | 0.06% | 0.07% | 253 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 9,491 | 94 | 0.01% | 0.0% | 254 | +5,670 | 148.39% | Q4 2025 | Feb 20, 2026 |
| Independence Bank of Kentucky | History | Reduced | 8,252 | 82 | 0.01% | 0.01% | 256 | -1,392 | -14.43% | Q4 2025 | Jan 20, 2026 |
| MCF Advisors LLC | History | Reduced | 8,226 | 82 | 0.0% | 0.01% | 255 | -591 | -6.7% | Q4 2025 | Feb 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 8,089 | 80 | 0.04% | — | 257 | +8,089 | New | Q4 2025 | Feb 18, 2026 |
| DT Investment Partners, LLC | History | No change | 7,753 | 77 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 7,676 | 76 | 0.0% | 0.0% | 259 | -658 | -7.9% | Q4 2025 | Jan 20, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,500 | 64 | 0.01% | 0.0% | 260 | +3,000 | 85.71% | Q4 2025 | Jan 26, 2026 |
| Colonial Trust Advisors | History | Reduced | 6,475 | 64 | 0.0% | 0.01% | 261 | -300 | -4.43% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 6,124 | 61 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,024 | 60 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Added to | 5,555 | 55 | 0.0% | 0.0% | 264 | +52 | 0.94% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,475 | 54 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,391 | 53 | 0.0% | 0.0% | 266 | +24 | 0.45% | Q4 2025 | Feb 12, 2026 |
| Heritage Wealth Advisors | History | New | 5,063 | 50 | 0.0% | — | 267 | +5,063 | New | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | No change | 5,092 | 50 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| North Star Investment Management Corp. | History | Added to | 4,816 | 48 | 0.0% | 0.0% | 269 | +274 | 6.03% | Q4 2025 | Jan 30, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 4,891 | 48 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 4,799 | 47 | 0.0% | — | 271 | +4,799 | New | Q4 2025 | Feb 17, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 4,775 | 47 | 0.03% | — | 272 | +4,775 | New | Q4 2025 | Feb 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 4,422 | 44 | 0.0% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,210 | 42 | 0.0% | 0.0% | 274 | +43 | 1.03% | Q4 2025 | Jan 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 4,000 | 39 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 4,000 | 39 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 3,911 | 39 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | Added to | 3,511 | 35 | 0.0% | 0.0% | 278 | +504 | 16.76% | Q4 2025 | Jan 21, 2026 |
| Smithfield Trust Co | History | New | 3,586 | 33 | 0.0% | — | 279 | +3,586 | New | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Added to | 3,400 | 33 | 0.0% | 0.0% | 280 | +1,561 | 84.88% | Q4 2025 | Jan 14, 2026 |
| Crews Bank & Trust | History | No change | 3,338 | 33 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,226 | 32 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Parallel Advisors, LLC | History | New | 3,196 | 31 | 0.0% | — | 283 | +3,196 | New | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,949 | 29 | 0.0% | 0.0% | 284 | +46 | 1.58% | Q4 2025 | Feb 06, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 2,785 | 27 | 0.02% | — | 285 | +2,785 | New | Q4 2025 | Feb 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 2,606 | 26 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 2,299 | 23 | 0.0% | 0.0% | 287 | +44 | 1.95% | Q4 2025 | Jan 27, 2026 |
| Global Trust Asset Management, LLC | History | No change | 2,350 | 23 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,215 | 22 | 0.0% | 0.0% | 289 | -523 | -19.1% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,135 | 21 | 0.0% | — | 292 | +2,135 | New | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Added to | 2,133 | 21 | 0.0% | 0.0% | 291 | +1,643 | 335.31% | Q4 2025 | Jan 23, 2026 |
| CHELSEA COUNSEL CO | History | Added to | 2,150 | 21 | 0.01% | 0.01% | 290 | +350 | 19.44% | Q4 2025 | Feb 24, 2026 |
| Coston, McIsaac & Partners | History | No change | 2,185 | 21 | 0.0% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,000 | 19 | 0.0% | 0.01% | 294 | -6,402 | -76.2% | Q4 2025 | Feb 06, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 2,000 | 19 | 0.01% | — | 297 | +2,000 | New | Q4 2025 | Feb 11, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 2,000 | 19 | 0.01% | — | 298 | +2,000 | New | Q4 2025 | Mar 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,982 | 19 | 0.0% | 0.0% | 296 | +500 | 33.74% | Q4 2025 | Feb 17, 2026 |
| Kimelman & Baird, LLC | History | No change | 2,000 | 19 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,850 | 18 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 1,801 | 17 | 0.0% | 0.01% | 300 | -2,250 | -55.54% | Q4 2025 | Jan 22, 2026 |
| Arax Advisory Partners | History | No change | 1,520 | 15 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,500 | 14 | 0.01% | 0.01% | 305 | -1,500 | -50.0% | Q4 2025 | Feb 18, 2026 |
| NBT BANK N A /NY | History | No change | 10 | 14 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,500 | 14 | 0.0% | 0.01% | 303 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ORG Partners LLC | History | No change | 1,500 | 14 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,324 | 13 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,312 | 13 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | New | 1,212 | 12 | 0.01% | — | 308 | +1,212 | New | Q4 2025 | Feb 18, 2026 |
| Caitlin John, LLC | History | No change | 1,116 | 11 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Clearstead Advisors, LLC | History | No change | 949 | 9 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Riverview Trust Co | History | No change | 1,000 | 9 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 966 | 9 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 853 | 8 | 0.0% | 0.0% | 313 | +700 | 457.52% | Q4 2025 | Feb 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 743 | 7 | 0.0% | — | 316 | +743 | New | Q4 2025 | Feb 19, 2026 |
| SIGNATUREFD, LLC | History | Added to | 788 | 7 | 0.0% | 0.0% | 314 | +213 | 37.04% | Q4 2025 | Jan 20, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 774 | 7 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Nemes Rush Group LLC | History | New | 694 | 6 | 0.0% | — | 317 | +694 | New | Q4 2025 | Feb 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 601 | 6 | 0.0% | — | 318 | +601 | New | Q4 2025 | Feb 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 640 | 6 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 538 | 5 | 0.0% | 0.0% | 320 | +11 | 2.09% | Q4 2025 | Feb 12, 2026 |
| American Capital Advisory, LLC | History | No change | 555 | 5 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 500 | 4 | 0.0% | — | 323 | +500 | New | Q4 2025 | Feb 10, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 401 | 4 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 240 | 2 | 0.0% | — | 325 | +240 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 211 | 2 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CX Institutional | History | No change | 208 | 2 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Key FInancial Inc | History | No change | 216 | 2 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 137 | 1 | 0.0% | — | 330 | +137 | New | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 193 | 1 | 0.0% | 0.0% | 329 | -2 | -1.03% | Q4 2025 | Jan 07, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 144 | 1 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -69,760 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -37,651 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Welch Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,967 | -100.0% | Q3 2025 | Oct 14, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -25,081 | -100.0% | Q3 2025 | Nov 13, 2025 |
| INSPIRION WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,880 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Bravias Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -20,595 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,417 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Greenfield Savings Bank | History | Closed out | 0 | 0 | — | 0.05% | — | -12,700 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,141 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,992 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,885 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Two West Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,036 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Harpswell Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,159 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,313 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,300 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,403 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITY HOLDING CO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,718 | -100.0% | Q3 2025 | Oct 22, 2025 |
| VSM Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,108 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,700 | -100.0% | Q3 2025 | Oct 29, 2025 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,698 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -785 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -233 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Asset Dedication, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Jan 26, 2026 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 14, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 20 | 0 | — | — | — | -28 | -58.33% | Q4 2025 | Jan 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Winch Advisory Services, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |