Kayne Anderson Energy Infrastructure Fund, Inc. - KYN
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.
Details.
Rows: 0
| 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 | 10,405,652 | 143,910 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,484,972 | 62,027 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 3,627,961 | 50,174 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 3,584,693 | 49,576 | 2.98% | 2.98% | 4 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,216,471 | 44,483 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 2,700,420 | 37,346 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,395,884 | 33,135 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 1,968,119 | 27,219 | 7.02% | 7.02% | 8 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisors Asset Management, Inc. | History | No change | 1,912,181 | 26,445 | 0.4% | 0.4% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,854,683 | 25,650 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,627,868 | 22,513 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,524,934 | 21,089 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,195,501 | 16,533 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 791,696 | 10,949 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 697,198 | 9,642 | 0.46% | 0.46% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 668,678 | 9,247 | 1.91% | 1.91% | 16 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Penserra Capital Management LLC | History | No change | 668,387 | 9,243 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zimmer Partners, LP | History | No change | 652,500 | 9,024 | 0.21% | 0.21% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 632,020 | 8,740 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARD ASSOCIATES INC | History | No change | 624,480 | 8,636 | 1.92% | 1.92% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 599,903 | 8,296 | 0.76% | 0.76% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saba Capital Management, L.P. | History | No change | 550,782 | 7,617 | 0.2% | 0.2% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnus Financial Group LLC | History | No change | 483,506 | 6,686 | 0.47% | 0.47% | 23 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Financial, LLC | History | No change | 454,618 | 6,287 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | No change | 411,474 | 5,690 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 373,362 | 5,163 | 0.16% | 0.16% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 372,385 | 5,150 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantedge Capital Pte Ltd | History | No change | 335,194 | 4,635 | 3.52% | 3.52% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 332,199 | 4,594 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 311,135 | 4,302 | 4.2% | 4.2% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Garner Asset Management Corp | History | No change | 309,981 | 4,287 | 1.39% | 1.39% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 309,680 | 4,282 | 0.52% | 0.52% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 307,432 | 4,251 | 0.16% | 0.16% | 33 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NWF Advisory Services Inc. | History | No change | 299,535 | 4,142 | 0.39% | 0.39% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 276,097 | 3,818 | 1.17% | 1.17% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TSP Capital Management Group, LLC | History | No change | 270,525 | 3,741 | 0.89% | 0.89% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RFG Advisory, LLC | History | No change | 229,352 | 3,171 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 227,320 | 3,143 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 220,149 | 3,044 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 214,606 | 2,968 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FourThought Financial Partners, LLC | History | No change | 210,588 | 2,912 | 0.22% | 0.22% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 198,135 | 2,740 | 0.41% | 0.41% | 42 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 190,812 | 2,638 | 0.5% | 0.5% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 186,308 | 2,576 | 0.18% | 0.18% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bridgewater Advisors Inc. | History | No change | 176,601 | 2,555 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 172,033 | 2,379 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 166,818 | 2,307 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 150,000 | 2,074 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 149,582 | 2,068 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 144,300 | 1,995 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 142,388 | 1,969 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prospera Financial Services Inc | History | No change | 141,250 | 1,953 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 141,106 | 1,951 | 0.74% | 0.74% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 136,874 | 1,892 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COHEN & STEERS, INC. | History | No change | 131,000 | 1,812 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 128,185 | 1,772 | 0.85% | 0.85% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AG Asset Advisory, LLC | History | No change | 120,714 | 1,669 | 1.35% | 1.35% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 118,898 | 1,644 | 0.27% | 0.27% | 58 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 116,229 | 1,607 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Independent Wealth Network Inc. | History | No change | 111,995 | 1,548 | 0.39% | 0.39% | 60 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 110,741 | 1,532 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 105,370 | 1,457 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Collar Capital Management, LLC | History | No change | 102,789 | 1,421 | 0.84% | 0.84% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NWAM LLC | History | No change | 95,617 | 1,322 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Invesco Ltd. | History | No change | 94,701 | 1,309 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | No change | 91,264 | 1,262 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XTX Topco Ltd | History | No change | 88,661 | 1,226 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 85,207 | 1,175 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aristides Capital LLC | History | No change | 84,294 | 1,165 | 0.23% | 0.23% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Secure Asset Management, LLC | History | No change | 79,697 | 1,102 | 0.15% | 0.15% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 79,012 | 1,092 | 0.47% | 0.47% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 78,545 | 1,086 | 0.75% | 0.75% | 72 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 75,434 | 1,043 | 0.31% | 0.31% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 72,156 | 997 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 72,072 | 996 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Essex Financial Services, Inc. | History | No change | 70,114 | 969 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 69,686 | 963 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 65,944 | 912 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TrueMark Investments, LLC | History | No change | 65,275 | 902 | 0.11% | 0.11% | 79 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFG Investments, LLC | History | No change | 64,445 | 891 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 64,411 | 890 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 61,689 | 853 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 59,030 | 816 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 56,800 | 785 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 56,570 | 782 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 56,149 | 776 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 56,000 | 774 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCTC Holdings, LLC | History | No change | 55,325 | 765 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 54,023 | 747 | 0.33% | 0.33% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 49,338 | 682 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 48,535 | 671 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 48,250 | 667 | 0.14% | 0.14% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 48,085 | 665 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 48,038 | 664 | 0.11% | 0.11% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 45,775 | 646 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Eagle Bluffs Wealth Management LLC | History | No change | 46,543 | 643 | 0.21% | 0.21% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 46,474 | 642 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concorde Asset Management, LLC | History | No change | 46,170 | 638 | 0.37% | 0.37% | 98 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 44,773 | 619 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 44,045 | 609 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 40,654 | 562 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 40,368 | 558 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 40,081 | 554 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 39,700 | 549 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Operose Advisors LLC | History | No change | 38,146 | 527 | 0.1% | 0.1% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | No change | 36,896 | 510 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BHK Investment Advisors, LLC | History | No change | 36,500 | 504 | 0.15% | 0.15% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 35,683 | 493 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hickory Point Bank & Trust | History | No change | 36,250 | 493 | 0.3% | 0.3% | 109 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Cornerstone Advisory, LLC | History | No change | 35,288 | 488 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHOREO, LLC | History | No change | 34,583 | 478 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 34,359 | 475 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 34,296 | 474 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Argentarii, LLC | History | No change | 31,674 | 464 | 0.14% | 0.14% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Calamos Advisors LLC | History | No change | 33,427 | 462 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Centurion Wealth Management LLC | History | No change | 33,024 | 456 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 32,320 | 446 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 31,861 | 440 | 0.24% | 0.24% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 29,420 | 440 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | No change | 31,750 | 439 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atala Financial Inc | History | No change | 31,375 | 433 | 0.26% | 0.26% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Camelot Portfolios, LLC | History | No change | 31,152 | 430 | 0.3% | 0.3% | 122 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 30,417 | 420 | 0.06% | 0.06% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Journey Advisory Group, LLC | History | No change | 30,000 | 414 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Moors & Cabot, Inc. | History | No change | 28,162 | 389 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 27,420 | 379 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| AWM CAPITAL, LLC | History | No change | 27,277 | 377 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighPoint Advisor Group LLC | History | No change | 27,202 | 376 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 26,738 | 369 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NewEdge Wealth, LLC | History | No change | 26,177 | 362 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 25,725 | 355 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,340 | 336 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 24,110 | 333 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 23,459 | 324 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaCore Capital LLC | History | No change | 23,376 | 323 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Leisure Capital Management | History | No change | 23,290 | 322 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 23,228 | 321 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 23,148 | 320 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | Added to | 23,467 | 319 | 0.01% | 0.0% | 139 | +23,318 | 15649.66% | Q3 2026 | Oct 02, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 22,936 | 317 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 22,732 | 314 | 0.1% | 0.1% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkside Investments, LLC | History | No change | 22,288 | 308 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quantinno Capital Management LP | History | No change | 21,532 | 297 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 21,490 | 297 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ariadne Wealth Management, LP | History | No change | 21,302 | 294 | 0.13% | 0.13% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Almitas Capital LLC | History | No change | 20,799 | 287 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 20,380 | 281 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 20,075 | 277 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 19,954 | 275 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | History | No change | 19,294 | 266 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 19,209 | 265 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | No change | 19,050 | 263 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 18,685 | 258 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blueprint Investment Partners LLC | History | No change | 18,620 | 257 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 18,620 | 257 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 18,550 | 256 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signet Private Wealth LLC | History | No change | 18,536 | 256 | 0.2% | 0.2% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 18,381 | 254 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 17,918 | 248 | 0.18% | 0.18% | 159 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Waterloo Capital, L.P. | History | No change | 17,934 | 248 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 17,929 | 247 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| North Capital, Inc. | History | No change | 17,552 | 242 | 0.18% | 0.18% | 162 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 17,289 | 239 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jefferies Financial Group Inc. | History | No change | 17,225 | 238 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 16,930 | 234 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Princeton Global Asset Management LLC | History | No change | 16,870 | 233 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Advisory Services Network, LLC | History | No change | 16,500 | 228 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Griffith & Werner, Inc. | History | No change | 16,173 | 224 | 0.1% | 0.1% | 168 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 16,008 | 221 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arlington Capital Management, Inc. | History | No change | 16,010 | 221 | 0.14% | 0.14% | 170 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | No change | 15,359 | 212 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 15,200 | 210 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 14,873 | 210 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gruss & Co., LLC | History | No change | 15,086 | 208 | 0.51% | 0.51% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 14,760 | 204 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | No change | 14,352 | 198 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Platform Technology Partners | History | No change | 14,248 | 197 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAVENPORT & Co LLC | History | No change | 14,152 | 195 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 13,958 | 193 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 13,870 | 191 | 0.17% | 0.17% | 180 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 13,675 | 189 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WealthTrust Axiom LLC | History | No change | 13,500 | 186 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Intellectus Partners, LLC | History | No change | 13,250 | 183 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 13,058 | 180 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 12,900 | 178 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 12,849 | 177 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 12,605 | 174 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 12,602 | 174 | 0.12% | 0.12% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 12,381 | 171 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apollon Wealth Management, LLC | History | No change | 12,411 | 171 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Equitable Holdings, Inc. | History | No change | 11,660 | 161 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 11,655 | 161 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fortis Capital Management LLC | History | No change | 11,638 | 160 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tranquility Partners, LLC | History | No change | 11,450 | 158 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JSF Financial, LLC | History | No change | 11,326 | 156 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 11,124 | 153 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFC Advisors LLC | History | No change | 10,858 | 150 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 10,681 | 147 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 10,407 | 144 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 10,356 | 143 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | No change | 10,399 | 143 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Parallel Advisors, LLC | History | No change | 10,300 | 142 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 10,203 | 141 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 10,220 | 141 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FAIRFIELD, BUSH & CO. | History | No change | 10,000 | 138 | 0.07% | 0.07% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 10,000 | 138 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sollinda Capital Management LLC | History | No change | 10,000 | 138 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wellington Shields & Co., LLC | History | No change | 7,943 | 109 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 7,069 | 97 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 6,600 | 90 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 6,000 | 82 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,626 | 63 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GROUP ONE TRADING LLC | History | No change | 3,508 | 48 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 3,502 | 48 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3,400 | 47 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 3,338 | 46 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 3,063 | 42 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,776 | 38 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 2,512 | 35 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,595 | 35 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,377 | 32 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,350 | 32 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 2,325 | 32 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 2,220 | 30 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,195 | 30 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 2,142 | 29 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,819 | 25 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Community Financial Services Group, LLC | History | No change | 1,800 | 24 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,650 | 22 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | No change | 1,644 | 22 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Avalon Trust Co | History | No change | 1,521 | 21 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 1,339 | 18 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 1,372 | 18 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,266 | 17 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,201 | 16 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,177 | 16 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 1,070 | 14 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 1,000 | 13 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,000 | 13 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,000 | 13 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 1,000 | 13 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 900 | 12 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 750 | 10 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 719 | 9 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | No change | 610 | 8 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Olistico Wealth, LLC | History | No change | 620 | 8 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 522 | 7 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | No change | 575 | 7 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 500 | 6 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Burnham & Co LLC | History | No change | 500 | 6 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 422 | 5 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 386 | 5 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop National Bank | History | No change | 380 | 5 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 325 | 4 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 359 | 4 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 317 | 4 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 242 | 3 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | No change | 233 | 3 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 166 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vision Retirement, LLC | History | No change | 177 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 125 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 100 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 77 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITIGROUP INC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AdvisorNet Financial, Inc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Truvestments Capital LLC | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |