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 | No change | 3,706,483 | 39,992 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 3,405,335 | 36,743 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,327,463 | 35,903 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,151,985 | 23,219 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 1,577,663 | 17,022 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,670,139 | 15,983 | 0.02% | 0.02% | 6 | +95,820 | 6.09% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,209,404 | 13,049 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,159,849 | 12,515 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 1,117,703 | 12,060 | 1.34% | 1.34% | 9 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,013,206 | 10,932 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 930,496 | 10,040 | 0.17% | 0.17% | 11 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COHEN & STEERS, INC. | History | No change | 924,190 | 9,972 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 951,984 | 9,110 | 0.02% | 0.02% | 13 | +16,755 | 1.79% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 783,832 | 8,457 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kentucky Trust Co | History | Added to | 687,492 | 6,579 | 3.29% | 3.55% | 15 | +3,701 | 0.54% | Q3 2026 | Oct 15, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 544,615 | 5,876 | 0.39% | 0.39% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 532,247 | 5,742 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 547,642 | 5,240 | 0.06% | 0.08% | 18 | -38,024 | -6.49% | Q3 2026 | Oct 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 474,847 | 5,123 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 429,499 | 4,634 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 385,741 | 4,162 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 389,428 | 3,726 | 3.04% | 3.36% | 22 | -6,725 | -1.7% | Q3 2026 | Oct 16, 2026 |
| RDA Financial Network | History | Added to | 379,075 | 3,627 | 0.79% | 0.81% | 23 | +34,307 | 9.95% | Q3 2026 | Oct 15, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 320,063 | 3,453 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 318,828 | 3,440 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Owen LaRue, LLC | History | No change | 316,424 | 3,414 | 1.19% | 1.19% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 337,342 | 3,228 | 0.21% | 0.23% | 27 | +2,326 | 0.69% | Q3 2026 | Oct 08, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 278,300 | 3,002 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 302,915 | 2,898 | 0.0% | 0.0% | 29 | +11,758 | 4.04% | Q3 2026 | Oct 30, 2026 |
| IHT Wealth Management, LLC | History | No change | 258,915 | 2,793 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 287,174 | 2,748 | 0.01% | 0.01% | 31 | +59,752 | 26.27% | Q3 2026 | Nov 02, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 243,181 | 2,623 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alchemi Wealth, LLC | History | Added to | 269,097 | 2,575 | 1.16% | 1.33% | 33 | +5,980 | 2.27% | Q3 2026 | Nov 04, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 265,197 | 2,537 | 0.51% | 0.57% | 34 | +2,499 | 0.95% | Q3 2026 | Oct 30, 2026 |
| Creative Planning | History | Reduced | 261,672 | 2,504 | 0.0% | 0.0% | 35 | -82,853 | -24.05% | Q3 2026 | Nov 02, 2026 |
| Advisory Services Network, LLC | History | No change | 219,890 | 2,372 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 218,106 | 2,353 | 0.15% | 0.15% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 234,795 | 2,246 | 0.01% | 0.01% | 38 | +21,019 | 9.83% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 197,417 | 2,130 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 187,840 | 2,047 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 171,879 | 1,854 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 166,571 | 1,797 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMERCE BANK | History | No change | 165,860 | 1,789 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Providence First Trust Co | History | Reduced | 173,848 | 1,663 | 0.55% | 0.54% | 44 | -6,197 | -3.44% | Q3 2026 | Nov 02, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 153,965 | 1,661 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 164,658 | 1,575 | 0.08% | 0.12% | 46 | -44,766 | -21.38% | Q3 2026 | Nov 03, 2026 |
| Indie Asset Partners, LLC | History | No change | 144,040 | 1,554 | 1.49% | 1.49% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 160,480 | 1,535 | 0.01% | 0.01% | 48 | +11,755 | 7.9% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 141,646 | 1,528 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 139,048 | 1,500 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 138,904 | 1,498 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 135,213 | 1,458 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American Financial Advisors, LLC | History | No change | 125,094 | 1,349 | 0.16% | 0.16% | 53 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 138,118 | 1,321 | 0.01% | 0.01% | 54 | +14,396 | 11.64% | Q3 2026 | Oct 14, 2026 |
| Everstar Asset Management, LLC | History | No change | 119,690 | 1,291 | 0.62% | 0.62% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Wealth | History | No change | 118,757 | 1,281 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 109,911 | 1,185 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 108,327 | 1,168 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 107,762 | 1,162 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 105,530 | 1,138 | 0.48% | 0.48% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 102,866 | 1,109 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PFG Investments, LLC | History | No change | 97,159 | 1,048 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 106,649 | 1,020 | 0.02% | 0.02% | 63 | -2,543 | -2.33% | Q3 2026 | Oct 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 102,181 | 977 | 0.05% | 0.06% | 64 | +1,516 | 1.51% | Q3 2026 | Oct 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 89,174 | 962 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 99,501 | 952 | 0.01% | 0.01% | 66 | +7,773 | 8.47% | Q3 2026 | Oct 26, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 86,734 | 935 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 97,082 | 929 | 0.12% | 0.15% | 68 | -4,650 | -4.57% | Q3 2026 | Oct 29, 2026 |
| Keystone Financial Group | History | No change | 82,591 | 891 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 81,085 | 874 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 91,753 | 869 | 0.17% | 0.19% | 71 | -123 | -0.13% | Q3 2026 | Oct 09, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 90,501 | 866 | 0.13% | 0.28% | 72 | +7,081 | 8.49% | Q3 2026 | Oct 28, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 87,200 | 834 | 0.22% | 0.25% | 73 | +2,500 | 2.95% | Q3 2026 | Oct 20, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 74,666 | 805 | 0.22% | 0.22% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 73,346 | 791 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 72,412 | 781 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 71,949 | 776 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 80,649 | 771 | 0.0% | 0.0% | 78 | +19,903 | 32.76% | Q3 2026 | Oct 23, 2026 |
| Tortoise Investment Management, LLC | History | No change | 70,472 | 760 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 68,182 | 735 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | Added to | 76,545 | 732 | 0.01% | 0.01% | 82 | +3,115 | 4.24% | Q3 2026 | Oct 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 67,924 | 732 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 72,397 | 692 | 0.02% | 0.02% | 83 | +64 | 0.09% | Q3 2026 | Oct 13, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 68,712 | 687 | 0.07% | 0.09% | 84 | -3,034 | -4.23% | Q3 2026 | Oct 19, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 60,166 | 649 | 0.31% | 0.31% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 60,764 | 605 | 0.05% | 0.06% | 86 | +2,215 | 3.78% | Q3 2026 | Oct 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 60,418 | 587 | 0.0% | 0.0% | 87 | +26,262 | 76.89% | Q3 2026 | Oct 13, 2026 |
| Talon Private Wealth, LLC | History | No change | 52,985 | 571 | 0.07% | 0.07% | 88 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 59,382 | 568 | 0.06% | 0.07% | 89 | -6,038 | -9.23% | Q3 2026 | Oct 28, 2026 |
| CreativeOne Wealth, LLC | History | No change | 48,356 | 521 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 54,440 | 520 | 0.02% | 0.01% | 91 | +9,437 | 20.97% | Q3 2026 | Oct 21, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 48,115 | 519 | 0.14% | 0.14% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 45,846 | 495 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Warner Group LLC | History | No change | 45,874 | 494 | 0.12% | 0.12% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 51,355 | 491 | 0.2% | 0.12% | 95 | +264 | 0.52% | Q3 2026 | Oct 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 51,100 | 489 | 0.04% | 0.04% | 96 | -524 | -1.02% | Q3 2026 | Oct 28, 2026 |
| WCG Wealth Advisors LLC | History | No change | 45,138 | 487 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 44,700 | 482 | 0.1% | 0.1% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 49,556 | 474 | 0.02% | 0.02% | 99 | +14,890 | 42.95% | Q3 2026 | Oct 26, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 43,700 | 471 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 42,668 | 463 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Reduced | 47,796 | 462 | 0.01% | 0.02% | 102 | -28,445 | -37.31% | Q3 2026 | Oct 23, 2026 |
| HighTower Advisors, LLC | History | No change | 41,800 | 451 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 41,622 | 449 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 41,653 | 449 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 200 | 442 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 39,377 | 424 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Patten Group, Inc. | History | Added to | 43,173 | 413 | 0.06% | 0.07% | 109 | +205 | 0.48% | Q3 2026 | Oct 26, 2026 |
| Arax Advisory Partners | History | No change | 38,340 | 413 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 38,053 | 410 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Commerce Advisors, LLC | History | Added to | 42,188 | 403 | 0.19% | 0.13% | 111 | +19,436 | 85.43% | Q3 2026 | Oct 19, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 40,978 | 392 | 0.01% | 0.01% | 112 | +3,260 | 8.64% | Q3 2026 | Oct 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 36,064 | 389 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Jacobi Capital Management LLC | History | No change | 35,100 | 378 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WESBANCO BANK INC | History | Reduced | 39,365 | 376 | 0.01% | 0.01% | 115 | -2,665 | -6.34% | Q3 2026 | Nov 04, 2026 |
| HOERTKORN RICHARD CHARLES | History | Added to | 38,000 | 363 | 0.25% | 0.25% | 116 | +3,000 | 8.57% | Q3 2026 | Nov 03, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 37,817 | 361 | 0.14% | 0.17% | 117 | -725 | -1.88% | Q3 2026 | Oct 15, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | New | 36,282 | 347 | 0.17% | — | 119 | +36,282 | New | Q3 2026 | Oct 19, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 32,174 | 347 | 0.11% | 0.11% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 31,516 | 340 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Waverly Advisors, LLC | History | No change | 30,545 | 329 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 29,981 | 323 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 29,927 | 322 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | New | 32,872 | 314 | 0.02% | — | 124 | +32,872 | New | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 31,625 | 302 | 0.0% | 0.0% | 126 | -583 | -1.81% | Q3 2026 | Oct 08, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 30,421 | 302 | 0.07% | 0.08% | 125 | +78 | 0.26% | Q3 2026 | Oct 26, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 29,456 | 298 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Belpointe Asset Management LLC | History | No change | 27,249 | 294 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Maridea Wealth Management LLC | History | No change | 26,655 | 287 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 26,307 | 283 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stokes Capital Advisors, LLC | History | No change | 28,855 | 276 | 0.06% | 0.07% | 131 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 28,200 | 269 | 0.01% | 0.02% | 133 | -3,000 | -9.62% | Q3 2026 | Oct 26, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 25,018 | 269 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 27,285 | 261 | 0.0% | 0.0% | 134 | -6,061 | -18.18% | Q3 2026 | Oct 30, 2026 |
| RFG Advisory, LLC | History | Reduced | 26,510 | 253 | 0.0% | 0.0% | 135 | -228 | -0.85% | Q3 2026 | Nov 03, 2026 |
| GWN SECURITIES INC. | History | No change | 23,398 | 252 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARVEY INVESTMENT CO LLC | History | No change | 26,100 | 250 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| J.M. Arbour, LLC | History | Added to | 25,985 | 248 | 0.2% | 0.23% | 138 | +1,325 | 5.37% | Q3 2026 | Nov 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 22,903 | 247 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mueller Wealth, LLC | History | No change | 22,949 | 247 | 0.17% | 0.17% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 21,984 | 237 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Providence Capital Advisors, LLC | History | No change | 22,000 | 237 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBK Sorce Advisory LLC | History | No change | 22,141 | 236 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 21,599 | 233 | 0.07% | 0.07% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caldwell Trust Co | History | No change | 24,400 | 233 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Prospera Financial Services Inc | History | Added to | 22,750 | 231 | 0.0% | 0.0% | 146 | +21 | 0.09% | Q3 2026 | Nov 04, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 21,318 | 230 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NICOLET BANKSHARES INC | History | No change | 21,179 | 230 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 21,219 | 228 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | Reduced | 23,059 | 227 | 0.01% | 0.01% | 150 | -9,074 | -28.24% | Q3 2026 | Nov 03, 2026 |
| Fjell Capital, LLC | History | Added to | 23,733 | 227 | 0.13% | 0.17% | 151 | +343 | 1.47% | Q3 2026 | Oct 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 23,603 | 225 | 0.06% | 0.07% | 152 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CARDEROCK CAPITAL MANAGEMENT INC | History | No change | 23,604 | 225 | 0.05% | 0.06% | 153 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Align Financial, LLC | History | No change | 23,571 | 225 | 0.11% | 0.13% | 154 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 20,620 | 222 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hudock, Inc. | History | No change | 23,240 | 222 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 20,390 | 220 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 22,945 | 219 | 0.0% | 0.0% | 158 | +1,375 | 6.37% | Q3 2026 | Oct 20, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 20,122 | 217 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 22,475 | 215 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 19,845 | 214 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 22,340 | 213 | 0.0% | 0.0% | 162 | -2,500 | -10.06% | Q3 2026 | Oct 14, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 22,333 | 213 | 0.12% | 0.14% | 163 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 19,403 | 209 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Midwest Trust Co | History | No change | 21,619 | 206 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Brookwood Investment Group LLC | History | No change | 18,920 | 204 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LCM Capital Management Inc | History | No change | 21,237 | 203 | 0.09% | 0.1% | 167 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CHOREO, LLC | History | Added to | 21,042 | 201 | 0.0% | 0.0% | 168 | +2,492 | 13.43% | Q3 2026 | Oct 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 18,446 | 199 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEBSTER BANK, N. A. | History | No change | 18,530 | 199 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apriem Advisors | History | No change | 18,400 | 198 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRA Financial Services, LLC | History | Added to | 20,659 | 197 | 0.02% | 0.03% | 172 | +69 | 0.34% | Q3 2026 | Oct 16, 2026 |
| Asset Planning,Inc | History | Added to | 20,372 | 194 | 0.13% | 0.14% | 174 | +22 | 0.11% | Q3 2026 | Oct 26, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 20,354 | 194 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| IFG Advisory, LLC | History | No change | 17,931 | 193 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 17,768 | 192 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 20,000 | 191 | 0.08% | 0.1% | 177 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Abel Hall, LLC | History | No change | 20,000 | 191 | 0.03% | 0.04% | 178 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Allworth Financial LP | History | No change | 17,595 | 189 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthquest Corp | History | No change | 17,500 | 188 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Colonial Trust Co / SC | History | No change | 17,497 | 188 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Solutions Group, LLC | History | Added to | 19,455 | 186 | 0.04% | 0.05% | 184 | +5,465 | 39.06% | Q3 2026 | Oct 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 19,483 | 186 | 0.01% | 0.01% | 182 | -601 | -2.99% | Q3 2026 | Oct 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 19,456 | 186 | 0.01% | 0.01% | 183 | +132 | 0.68% | Q3 2026 | Oct 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 16,961 | 183 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 18,842 | 180 | 0.0% | 0.0% | 186 | +21 | 0.11% | Q3 2026 | Nov 05, 2026 |
| IRON Financial LLC | History | Added to | 18,802 | 179 | 0.07% | 0.08% | 188 | +334 | 1.81% | Q3 2026 | Oct 23, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 18,750 | 179 | 0.02% | 0.02% | 187 | +304 | 1.65% | Q3 2026 | Oct 23, 2026 |
| Modern Wealth Management, LLC | History | No change | 16,591 | 179 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Retirement, LLC | History | No change | 16,558 | 178 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SMI Advisory Services, LLC | History | Added to | 17,853 | 176 | 0.03% | 0.03% | 191 | +318 | 1.81% | Q3 2026 | Oct 13, 2026 |
| Main Street Group, LTD | History | Added to | 18,206 | 174 | 0.04% | 0.05% | 192 | +40 | 0.22% | Q3 2026 | Oct 28, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 18,000 | 172 | 0.11% | 0.12% | 193 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Lifeworks Advisors, LLC | History | No change | 15,795 | 170 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berman McAleer LLC | History | No change | 17,821 | 170 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| XML Financial, LLC | History | Added to | 17,248 | 165 | 0.01% | 0.01% | 196 | +293 | 1.73% | Q3 2026 | Oct 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 15,201 | 164 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hexagon Capital Partners LLC | History | No change | 15,000 | 161 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Annex Advisory Services, LLC | History | No change | 16,645 | 159 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Basepoint Wealth LLC | History | No change | 14,750 | 159 | 0.09% | 0.09% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Nebraska Trust Co | History | New | 16,492 | 157 | 0.01% | — | 202 | +16,492 | New | Q3 2026 | Oct 29, 2026 |
| Mutual Advisors, LLC | History | No change | 14,609 | 157 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 16,246 | 155 | 0.04% | 0.04% | 203 | -304 | -1.84% | Q3 2026 | Oct 16, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 14,251 | 153 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 14,212 | 153 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 14,200 | 153 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | New | 15,919 | 152 | 0.18% | — | 207 | +15,919 | New | Q3 2026 | Oct 16, 2026 |
| OneAscent Financial Services LLC | History | No change | 13,923 | 150 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 13,890 | 149 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 13,737 | 148 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UMB Bank, n.a. | History | No change | 13,550 | 146 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LongView Wealth Management | History | New | 14,969 | 143 | 0.03% | — | 213 | +14,969 | New | Q3 2026 | Oct 19, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 14,952 | 143 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 14,883 | 142 | 0.0% | 0.0% | 214 | -1,199 | -7.46% | Q3 2026 | Oct 16, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 12,844 | 139 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | No change | 14,140 | 135 | 0.07% | 0.07% | 216 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 12,427 | 134 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 13,698 | 131 | 0.02% | 0.03% | 218 | +933 | 7.31% | Q3 2026 | Oct 23, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 13,265 | 126 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SYM FINANCIAL Corp | History | No change | 13,121 | 125 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,473 | 124 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 11,425 | 123 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 11,353 | 122 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | No change | 12,350 | 122 | 0.05% | 0.06% | 224 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 12,419 | 118 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MAI Capital Management | History | No change | 10,993 | 118 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EDMP, INC. | History | No change | 12,267 | 117 | 0.09% | 0.11% | 227 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Wealthspire Advisors, LLC | History | No change | 10,869 | 117 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 12,034 | 115 | 0.07% | 0.09% | 231 | -1,309 | -9.81% | Q3 2026 | Oct 07, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 11,755 | 115 | 0.0% | 0.0% | 229 | +76 | 0.65% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 11,755 | 115 | 0.0% | 0.0% | 230 | +76 | 0.65% | Q3 2026 | Oct 20, 2026 |
| Clark Asset Management, LLC | History | No change | 11,903 | 113 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| ST GERMAIN D J CO INC | History | No change | 10,400 | 112 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Independent Wealth Network Inc. | History | Added to | 11,486 | 109 | 0.03% | 0.03% | 234 | +37 | 0.32% | Q3 2026 | Oct 19, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 11,331 | 108 | 0.01% | 0.01% | 235 | +208 | 1.87% | Q3 2026 | Nov 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,985 | 107 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 11,248 | 107 | 0.03% | 0.04% | 237 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| GEM Asset Management, LLC | History | No change | 11,082 | 106 | 0.04% | 0.05% | 238 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PMG Family Office LLC | History | No change | 11,005 | 106 | 0.1% | 0.11% | 239 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 9,750 | 105 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PFG Advisors | History | Reduced | 10,859 | 103 | 0.01% | 0.01% | 242 | -873 | -7.44% | Q3 2026 | Oct 15, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 10,811 | 103 | 0.01% | 0.01% | 241 | +133 | 1.25% | Q3 2026 | Oct 19, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,457 | 102 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 10,619 | 101 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 10,550 | 100 | 0.02% | 0.03% | 245 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Whalen Wealth Management Inc. | History | No change | 10,552 | 100 | 0.04% | 0.05% | 246 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| BNB Wealth Management, LLC | History | No change | 10,425 | 99 | 0.05% | 0.06% | 247 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| VestGen Advisors, LLC | History | No change | 10,051 | 96 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Fruth Investment Management | History | Reduced | 10,000 | 95 | 0.02% | 0.04% | 250 | -4,655 | -31.76% | Q3 2026 | Oct 13, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 10,000 | 95 | 0.05% | 0.06% | 249 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 9,795 | 93 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 8,599 | 92 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Latitude Advisors, LLC | History | New | 9,542 | 91 | 0.03% | — | 253 | +9,542 | New | Q3 2026 | Oct 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,348 | 90 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 8,875 | 84 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| DT Investment Partners, LLC | History | No change | 7,753 | 74 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,434 | 71 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Colonial Trust Advisors | History | No change | 5,975 | 64 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McCarley & Cook Financial Planners | History | New | 6,333 | 60 | 0.05% | — | 259 | +6,333 | New | Q3 2026 | Oct 21, 2026 |
| Heritage Wealth Advisors | History | No change | 5,063 | 54 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 4,891 | 52 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 5,425 | 51 | 0.0% | 0.0% | 262 | -50 | -0.91% | Q3 2026 | Oct 13, 2026 |
| Independence Bank of Kentucky | History | Added to | 5,302 | 50 | 0.01% | 0.0% | 263 | +1,500 | 39.45% | Q3 2026 | Oct 26, 2026 |
| Investors Research Corp | History | No change | 5,092 | 48 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,358 | 47 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 4,422 | 47 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 4,856 | 46 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| North Star Investment Management Corp. | History | No change | 4,816 | 46 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 4,775 | 45 | 0.02% | 0.03% | 269 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Spire Wealth Management | History | Added to | 4,359 | 41 | 0.0% | 0.0% | 270 | +754 | 20.92% | Q3 2026 | Oct 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,335 | 41 | 0.0% | 0.0% | 271 | +41 | 0.95% | Q3 2026 | Oct 08, 2026 |
| Golden State Wealth Management, LLC | History | No change | 4,000 | 38 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| City State Bank | History | No change | 4,000 | 38 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3,431 | 37 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 3,911 | 37 | 0.02% | 0.03% | 275 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Crews Bank & Trust | History | No change | 3,338 | 36 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Smithfield Trust Co | History | No change | 3,586 | 35 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,226 | 34 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,852 | 30 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,077 | 29 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 2,703 | 29 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 2,606 | 28 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 2,735 | 26 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 2,429 | 23 | 0.0% | 0.0% | 284 | +43 | 1.8% | Q3 2026 | Oct 23, 2026 |
| Coston, McIsaac & Partners | History | No change | 2,185 | 23 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 2,200 | 23 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Global Trust Asset Management, LLC | History | No change | 2,350 | 22 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 2,000 | 21 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,801 | 17 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 1,600 | 17 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 1,500 | 16 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Group Advisors, LLC | History | No change | 1,500 | 16 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,500 | 16 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | New | 1,500 | 14 | 0.0% | — | 296 | +1,500 | New | Q3 2026 | Nov 03, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,500 | 14 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,312 | 14 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,324 | 12 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Clearstead Advisors, LLC | History | No change | 949 | 10 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 967 | 9 | 0.0% | 0.0% | 303 | +16 | 1.68% | Q3 2026 | Oct 30, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 966 | 9 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Avion Wealth | History | No change | 1,000 | 9 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Dunhill Financial, LLC | History | No change | 894 | 9 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 857 | 9 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 913 | 8 | 0.0% | 0.0% | 304 | -921 | -50.22% | Q3 2026 | Oct 21, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 853 | 8 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 743 | 8 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 827 | 7 | 0.0% | 0.0% | 307 | +9 | 1.1% | Q3 2026 | Oct 23, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 558 | 6 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 640 | 6 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 547 | 5 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 500 | 5 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 601 | 5 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 500 | 4 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| GAMMA Investing LLC | History | New | 325 | 3 | 0.0% | — | 317 | +325 | New | Q3 2026 | Oct 08, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 401 | 3 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 400 | 3 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Caitlin John, LLC | History | No change | 316 | 3 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Key FInancial Inc | History | Reduced | 216 | 2 | 0.0% | 0.0% | 320 | -500 | -69.83% | Q3 2026 | Nov 02, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 269 | 2 | 0.0% | 0.0% | 321 | -11 | -3.93% | Q3 2026 | Oct 19, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 240 | 2 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CX Institutional | History | No change | 208 | 2 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 182 | 1 | 0.0% | 0.0% | 322 | -8 | -4.21% | Q3 2026 | Oct 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 152 | 1 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Larson Financial Group LLC | History | No change | 170 | 1 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 137 | 1 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Markowski Investments | History | No change | 200 | 1 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Connecticut Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,330 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Convergence Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,746 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -12,211 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Vivid Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,317 | -100.0% | Q3 2026 | Oct 27, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,800 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -10,245 | -100.0% | Q3 2026 | Oct 27, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -7,676 | -100.0% | Q3 2026 | Oct 15, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,359 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Axiom Investment Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,270 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q3 2026 | Oct 26, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,468 | -100.0% | Q3 2026 | Oct 21, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -555 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | 0.0% | — | -234 | -100.0% | Q3 2026 | Oct 26, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2026 | Oct 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |