DNP Select Income Fund Inc (DNP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Commonwealth Equity Services, LLC

INCREASED

Shares1,670,139 from 1,574,319

Change+95,820 (+6%)

Value$16.0M (-$1.0M)

Filed 2026-11-02

J.W. Cole Advisors, Inc.

INCREASED

Shares1,020,387 from 930,496

Change+89,891 (+10%)

Value$9.8M (-$274.9K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares951,984 from 935,229

Change+16,755 (+2%)

Value$9.1M (-$981.0K)

Filed 2026-11-02

Kentucky Trust Co

INCREASED

Shares687,492 from 683,791

Change+3,701 (+1%)

Value$6.6M (-$798.8K)

Filed 2026-10-15

Apollon Wealth Management, LLC

DECREASED

Shares547,642 from 585,666

Change-38,024 (-6%)

Value$5.2M (-$1.1M)

Filed 2026-10-23

Smith Asset Management Co., LLC

DECREASED

Shares389,428 from 396,153

Change-6,725 (-2%)

Value$3.7M (-$547.7K)

Filed 2026-10-16

RDA Financial Network

INCREASED

Shares379,075 from 344,768

Change+34,307 (+10%)

Value$3.6M (-$92.3K)

Filed 2026-10-15

First Heartland Consultants, Inc.

INCREASED

Shares337,342 from 335,016

Change+2,326 (+1%)

Value$3.2M (-$386.5K)

Filed 2026-10-08

Truist Financial Corp

INCREASED

Shares302,915 from 291,157

Change+11,758 (+4%)

Value$2.9M (-$242.7K)

Filed 2026-10-30

Kestra Advisory Services, LLC

INCREASED

Shares287,174 from 227,422

Change+59,752 (+26%)

Value$2.7M (+$294.4K)

Filed 2026-11-02

Alchemi Wealth, LLC

INCREASED

Shares269,097 from 263,117

Change+5,980 (+2%)

Value$2.6M (-$263.8K)

Filed 2026-11-04

Grey Ledge Advisors, LLC

INCREASED

Shares265,197 from 262,698

Change+2,499 (+1%)

Value$2.5M (-$296.6K)

Filed 2026-11-02

Creative Planning

DECREASED

Shares261,672 from 344,525

Change-82,853 (-24%)

Value$2.5M (-$1.2M)

Filed 2026-11-02

D.A. Davidson & Co.

INCREASED

Shares234,795 from 213,776

Change+21,019 (+10%)

Value$2.2M (-$59.7K)

Filed 2026-10-28

Providence First Trust Co

DECREASED

Shares173,848 from 180,045

Change-6,197 (-3%)

Value$1.7M (-$279.0K)

Filed 2026-11-02

Verus Capital Partners, LLC

DECREASED

Shares164,658 from 209,424

Change-44,766 (-21%)

Value$1.6M (-$683.9K)

Filed 2026-11-03

Concurrent Investment Advisors, LLC

INCREASED

Shares160,480 from 148,725

Change+11,755 (+8%)

Value$1.5M (-$68.9K)

Filed 2026-10-16

Davenport & Co LLC

INCREASED

Shares138,118 from 123,722

Change+14,396 (+12%)

Value$1.3M (-$13.2K)

Filed 2026-10-14

Compound Planning, Inc.

DECREASED

Shares107,752 from 108,327

Change-575 (-1%)

Value$1.0M (-$137.7K)

Filed 2026-11-05

Independent Financial Group, LLC

DECREASED

Shares106,649 from 109,192

Change-2,543 (-2%)

Value$1.0M (-$157.6K)

Filed 2026-10-13

Koshinski Asset Management, Inc.

INCREASED

Shares102,181 from 100,665

Change+1,516 (+2%)

Value$977.9K (-$108.3K)

Filed 2026-10-29

Oppenheimer & Co Inc

INCREASED

Shares99,501 from 91,728

Change+7,773 (+8%)

Value$952.2K (-$37.5K)

Filed 2026-10-26

Virtue Capital Management, LLC

DECREASED

Shares97,082 from 101,732

Change-4,650 (-5%)

Value$929.1K (-$168.6K)

Filed 2026-10-29

Shulman DeMeo Asset Management LLC

DECREASED

Shares91,753 from 91,876

Change-123 (0%)

Value$869.8K (-$121.5K)

Filed 2026-10-09

Investment Partners, Ltd.

INCREASED

Shares90,501 from 83,420

Change+7,081 (+8%)

Value$866.1K (-$34.0K)

Filed 2026-10-29

Westbourne Investment Advisors, Inc.

INCREASED

Shares87,200 from 84,700

Change+2,500 (+3%)

Value$834.5K (-$79.4K)

Filed 2026-10-20

US Bancorp \de\

INCREASED

Shares86,078 from 73,346

Change+12,732 (+17%)

Value$823.8K (+$32.4K)

Filed 2026-11-05

HB Wealth Management, LLC

INCREASED

Shares80,649 from 60,746

Change+19,903 (+33%)

Value$771.8K (+$116.4K)

Filed 2026-10-23

Brookstone Capital Management

INCREASED

Shares76,545 from 73,430

Change+3,115 (+4%)

Value$732.5K (-$59.8K)

Filed 2026-10-22

Avior Wealth Management, LLC

INCREASED

Shares72,397 from 72,333

Change+64 (+0%)

Value$692.8K (-$87.6K)

Filed 2026-10-13

Foguth Wealth Management, Llc.

DECREASED

Shares68,712 from 71,746

Change-3,034 (-4%)

Value$687.8K (-$105.0K)

Filed 2026-10-19

Accurate Wealth Management, LLC

INCREASED

Shares60,764 from 58,549

Change+2,215 (+4%)

Value$605.8K (-$37.6K)

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares60,418 from 34,156

Change+26,262 (+77%)

Value$587.3K (+$211.9K)

Filed 2026-10-13

Aviance Capital Partners, LLC

DECREASED

Shares59,382 from 65,420

Change-6,038 (-9%)

Value$568.3K (-$137.6K)

Filed 2026-10-29

Axxcess Wealth Management, LLC

INCREASED

Shares54,440 from 45,003

Change+9,437 (+21%)

Value$521.0K (+$35.4K)

Filed 2026-10-21

World Equity Group, Inc.

INCREASED

Shares51,355 from 51,091

Change+264 (+1%)

Value$491.5K (-$59.8K)

Filed 2026-10-14

Clear Creek Financial Management, LLC

DECREASED

Shares51,100 from 51,624

Change-524 (-1%)

Value$489.0K (-$68.0K)

Filed 2026-10-28

GW Henssler & Associates LTD

INCREASED

Shares49,556 from 34,666

Change+14,890 (+43%)

Value$474.3K (+$100.2K)

Filed 2026-10-26

Sigma Planning Corp

DECREASED

Shares47,796 from 76,241

Change-28,445 (-37%)

Value$462.1K (-$361.1K)

Filed 2026-10-23

Patten Group, Inc.

INCREASED

Shares43,173 from 42,968

Change+205 (+0%)

Value$413.2K (-$50.5K)

Filed 2026-10-26

Commerce Advisors, LLC

INCREASED

Shares42,188 from 22,752

Change+19,436 (+85%)

Value$403.7K (+$158.2K)

Filed 2026-10-19

Wealthcare Advisory Partners LLC

INCREASED

Shares40,978 from 37,718

Change+3,260 (+9%)

Value$392.2K (-$14.8K)

Filed 2026-10-21

Wesbanco Bank Inc

DECREASED

Shares39,365 from 42,030

Change-2,665 (-6%)

Value$376.7K (-$76.8K)

Filed 2026-11-04

Hoertkorn Richard Charles

INCREASED

Shares38,000 from 35,000

Change+3,000 (+9%)

Value$363.7K (-$14.0K)

Filed 2026-11-04

Walser Wealth Management Company, A Ltd Liability Co

DECREASED

Shares37,817 from 38,542

Change-725 (-2%)

Value$361.9K (-$54.0K)

Filed 2026-10-15

Thrivent Financial for Lutherans

DECREASED

Shares36,943 from 45,846

Change-8,903 (-19%)

Value$219.1K (-$275.9K)

Filed 2026-11-05

Washburn Capital Management, Inc.

NEW

Shares36,282

Change+36,282

Value$347.2K

Filed 2026-10-19

Cahaba Wealth Management, Inc.

NEW

Shares32,872

Change+32,872

Value$314.6K

Filed 2026-10-26

Farther Finance Advisors, LLC

DECREASED

Shares31,625 from 32,208

Change-583 (-2%)

Value$302.6K (-$44.9K)

Filed 2026-10-08

Roman Butler Fullerton & Co

INCREASED

Shares30,421 from 30,343

Change+78 (+0%)

Value$303.0K (-$32.6K)

Filed 2026-10-27

Chicago Partners Investment Group LLC

UNCHANGED

Shares29,456 from 29,456

Change0 (0%)

Value$298.4K (-$25.6K)

Filed 2026-10-27

Stokes Capital Advisors, LLC

UNCHANGED

Shares28,855 from 28,855

Change0 (0%)

Value$276.1K (-$35.2K)

Filed 2026-10-09

Highland Capital Management, LLC

DECREASED

Shares28,200 from 31,200

Change-3,000 (-10%)

Value$269.9K (-$66.8K)

Filed 2026-10-26

Kestra Private Wealth Services, LLC

DECREASED

Shares27,285 from 33,346

Change-6,061 (-18%)

Value$261.1K (-$98.7K)

Filed 2026-10-30

RFG Advisory, LLC

DECREASED

Shares26,510 from 26,738

Change-228 (-1%)

Value$253.7K (-$34.8K)

Filed 2026-11-03

Harvey Investment Co LLC

UNCHANGED

Shares26,100 from 26,100

Change0 (0%)

Value$250.0K (-$32.0K)

Filed 2026-10-20

J.M. Arbour, LLC

INCREASED

Shares25,985 from 24,660

Change+1,325 (+5%)

Value$248.7K (-$17.4K)

Filed 2026-11-05

Caldwell Trust Co

UNCHANGED

Shares24,400 from 24,400

Change0 (0%)

Value$233.5K (-$29.8K)

Filed 2026-10-30

Fjell Capital, LLC

INCREASED

Shares23,733 from 23,390

Change+343 (+1%)

Value$227.1K (-$25.3K)

Filed 2026-10-13

Carderock Capital Management Inc

UNCHANGED

Shares23,604 from 23,604

Change0 (0%)

Value$225.9K (-$28.8K)

Filed 2026-10-22

Gill Capital Partners, LLC

UNCHANGED

Shares23,603 from 23,603

Change0 (0%)

Value$225.9K (-$28.8K)

Filed 2026-10-13

Align Financial, LLC

UNCHANGED

Shares23,571 from 23,571

Change0 (0%)

Value$225.6K (-$28.8K)

Filed 2026-10-16

Hudock, Inc.

UNCHANGED

Shares23,240 from 23,240

Change0 (0%)

Value$222.4K (-$28.4K)

Filed 2026-10-14

StoneX Group Inc.

DECREASED

Shares23,059 from 32,133

Change-9,074 (-28%)

Value$227.2K (-$121.2K)

Filed 2026-11-03

Prime Capital Investment Advisors, LLC

INCREASED

Shares22,945 from 21,570

Change+1,375 (+6%)

Value$219.6K (-$13.2K)

Filed 2026-10-20

Prospera Financial Services Inc

INCREASED

Shares22,750 from 22,729

Change+21 (+0%)

Value$231.4K (-$13.9K)

Filed 2026-11-04

Keybank National Association

UNCHANGED

Shares22,475 from 22,475

Change0 (0%)

Value$215.1K (-$27.4K)

Filed 2026-11-04

Cliftonlarsonallen Wealth Advisors, LLC

DECREASED

Shares22,340 from 24,840

Change-2,500 (-10%)

Value$213.8K (-$54.2K)

Filed 2026-10-14

Blackston Financial Advisory Group, LLC

UNCHANGED

Shares22,333 from 22,333

Change0 (0%)

Value$213.7K (-$27.2K)

Filed 2026-11-04

Midwest Trust Co

UNCHANGED

Shares21,619 from 21,619

Change0 (0%)

Value$206.9K (-$26.4K)

Filed 2026-10-22

Mueller Wealth, LLC

DECREASED

Shares21,461 from 22,949

Change-1,488 (-6%)

Value$205.4K (-$42.2K)

Filed 2026-11-05

LCM Capital Management Inc

UNCHANGED

Shares21,237 from 21,237

Change0 (0%)

Value$203.2K (-$25.9K)

Filed 2026-10-20

Choreo, LLC

INCREASED

Shares21,042 from 18,550

Change+2,492 (+13%)

Value$201.4K (+$1.2K)

Filed 2026-10-28

CRA Financial Services, LLC

INCREASED

Shares20,659 from 20,590

Change+69 (+0%)

Value$197.7K (-$24.5K)

Filed 2026-10-16

Asset Planning,Inc

INCREASED

Shares20,372 from 20,350

Change+22 (+0%)

Value$195.0K (-$24.6K)

Filed 2026-10-26

Waters Parkerson & Co., LLC

UNCHANGED

Shares20,354 from 20,354

Change0 (0%)

Value$194.8K (-$24.8K)

Filed 2026-11-04

Abel Hall, LLC

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$191.4K (-$24.4K)

Filed 2026-10-19

Sard Wealth Management Group, LLC

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$191.4K (-$24.4K)

Filed 2026-10-16

Integrity Alliance, Llc.

DECREASED

Shares19,483 from 20,084

Change-601 (-3%)

Value$186.5K (-$30.3K)

Filed 2026-10-29

Capital Investment Advisory Services, LLC

INCREASED

Shares19,456 from 19,324

Change+132 (+1%)

Value$186.2K (-$22.3K)

Filed 2026-10-30

Advisory Solutions Group, LLC

INCREASED

Shares19,455 from 13,990

Change+5,465 (+39%)

Value$186.2K (+$35.2K)

Filed 2026-10-14

Mesirow Financial Investment Management, Inc.

INCREASED

Shares18,842 from 18,821

Change+21 (+0%)

Value$180.3K (-$22.8K)

Filed 2026-11-05

Iron Financial LLC

INCREASED

Shares18,802 from 18,468

Change+334 (+2%)

Value$179.9K (-$19.3K)

Filed 2026-10-23

NTV Asset Management LLC

INCREASED

Shares18,750 from 18,446

Change+304 (+2%)

Value$179.4K (-$19.6K)

Filed 2026-10-23

Main Street Group, LTD

INCREASED

Shares18,206 from 18,166

Change+40 (+0%)

Value$174.2K (-$21.8K)

Filed 2026-10-28

Future Financial Wealth Managment LLC

UNCHANGED

Shares18,000 from 18,000

Change0 (0%)

Value$172.3K (-$25.7K)

Filed 2026-10-15

SMI Advisory Services, LLC

INCREASED

Shares17,853 from 17,535

Change+318 (+2%)

Value$176.6K (-$14.2K)

Filed 2026-10-13

Berman McAleer LLC

UNCHANGED

Shares17,821 from 17,821

Change0 (0%)

Value$170.5K (-$21.7K)

Filed 2026-10-16

XML Financial, LLC

INCREASED

Shares17,248 from 16,955

Change+293 (+2%)

Value$165.1K (-$17.9K)

Filed 2026-10-29

Annex Advisory Services, LLC

UNCHANGED

Shares16,645 from 16,645

Change0 (0%)

Value$159.3K (-$20.3K)

Filed 2026-10-16

First Nebraska Trust Co

NEW

Shares16,492

Change+16,492

Value$157.8K

Filed 2026-10-30

Kelly Financial Group LLC

DECREASED

Shares16,246 from 16,550

Change-304 (-2%)

Value$155.5K (-$23.1K)

Filed 2026-10-16

Fiscal Wisdom Wealth Management, LLC

NEW

Shares15,919

Change+15,919

Value$152.3K

Filed 2026-10-16

LongView Wealth Management

NEW

Shares14,969

Change+14,969

Value$143.3K

Filed 2026-10-19

Genesee Capital Advisors, LLC

UNCHANGED

Shares14,952 from 14,952

Change0 (0%)

Value$143.1K (-$18.2K)

Filed 2026-10-20

IFP Advisors, Inc

DECREASED

Shares14,883 from 16,082

Change-1,199 (-7%)

Value$142.4K (-$31.1K)

Filed 2026-10-16

Legacy Financial Independent Advisors LLC

UNCHANGED

Shares14,140 from 14,140

Change0 (0%)

Value$135.3K (-$17.3K)

Filed 2026-11-02

Mascoma Wealth Management LLC

INCREASED

Shares13,698 from 12,765

Change+933 (+7%)

Value$131.1K (-$6.6K)

Filed 2026-10-23

Fortitude Advisory Group L.L.C.

UNCHANGED

Shares13,265 from 13,265

Change0 (0%)

Value$126.9K (-$16.2K)

Filed 2026-10-15

SYM Financial Corp

UNCHANGED

Shares13,121 from 13,121

Change0 (0%)

Value$125.6K (-$16.0K)

Filed 2026-10-26

Avantax Planning Partners, Inc.

UNCHANGED

Shares12,419 from 12,419

Change0 (0%)

Value$118.9K (-$15.2K)

Filed 2026-11-03

Retiremitten Financial LLC

UNCHANGED

Shares12,350 from 12,350

Change0 (0%)

Value$122.9K (-$10.4K)

Filed 2026-11-05

Edmp, Inc.

UNCHANGED

Shares12,267 from 12,267

Change0 (0%)

Value$117.4K (-$15.0K)

Filed 2026-10-22

Winebrenner Capital Management LLC

DECREASED

Shares12,034 from 13,343

Change-1,309 (-10%)

Value$115.2K (-$28.8K)

Filed 2026-10-07

Clark Asset Management, LLC

UNCHANGED

Shares11,903 from 11,903

Change0 (0%)

Value$113.9K (-$14.5K)

Filed 2026-10-19

Diversify Wealth Management, LLC

INCREASED

Shares11,755 from 11,679

Change+76 (+1%)

Value$115.6K (-$12.9K)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares11,755 from 11,679

Change+76 (+1%)

Value$115.6K (-$12.9K)

Filed 2026-10-20

Independent Wealth Network Inc.

INCREASED

Shares11,486 from 11,449

Change+37 (+0%)

Value$109.9K (-$13.6K)

Filed 2026-10-19

Moneco Advisors, LLC

INCREASED

Shares11,331 from 11,123

Change+208 (+2%)

Value$108.4K (-$11.6K)

Filed 2026-11-05

Jeppson Wealth Management, LLC

UNCHANGED

Shares11,248 from 11,248

Change0 (0%)

Value$107.6K (-$13.7K)

Filed 2026-10-20

GEM Asset Management, LLC

UNCHANGED

Shares11,082 from 11,082

Change0 (0%)

Value$106.1K (-$13.5K)

Filed 2026-10-13

PMG Family Office LLC

UNCHANGED

Shares11,005 from 11,005

Change0 (0%)

Value$106.0K (-$13.4K)

Filed 2026-10-19

PFG Advisors

DECREASED

Shares10,859 from 11,732

Change-873 (-7%)

Value$103.9K (-$22.7K)

Filed 2026-10-16

True Private Wealth Advisors

INCREASED

Shares10,811 from 10,678

Change+133 (+1%)

Value$103.5K (-$11.8K)

Filed 2026-10-19

Bokf, NA

UNCHANGED

Shares10,619 from 10,619

Change0 (0%)

Value$101.6K (-$13.0K)

Filed 2026-10-27

Whalen Wealth Management Inc.

UNCHANGED

Shares10,552 from 10,552

Change0 (0%)

Value$101.0K (-$12.9K)

Filed 2026-10-08

Walled Lake Planning & Wealth Management, LLC

UNCHANGED

Shares10,550 from 10,550

Change0 (0%)

Value$101.0K (-$12.9K)

Filed 2026-10-29

BNB Wealth Management, LLC

UNCHANGED

Shares10,425 from 10,425

Change0 (0%)

Value$99.8K (-$12.7K)

Filed 2026-10-28

VestGen Advisors, LLC

UNCHANGED

Shares10,051 from 10,051

Change0 (0%)

Value$96.2K (-$12.3K)

Filed 2026-10-27

Fruth Investment Management

DECREASED

Shares10,000 from 14,655

Change-4,655 (-32%)

Value$95.0K (-$63.0K)

Filed 2026-10-13

Investment Partners Asset Management, Inc.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$95.7K (-$12.2K)

Filed 2026-10-09

EverSource Wealth Advisors, LLC

UNCHANGED

Shares9,795 from 9,795

Change0 (0%)

Value$93.7K (-$12.0K)

Filed 2026-11-04

Latitude Advisors, LLC

NEW

Shares9,542

Change+9,542

Value$91.3K

Filed 2026-10-27

Mather Group, Llc.

UNCHANGED

Shares8,875 from 8,875

Change0 (0%)

Value$84.9K (-$10.8K)

Filed 2026-10-14

DT Investment Partners, LLC

UNCHANGED

Shares7,753 from 7,753

Change0 (0%)

Value$74.2K (-$9.5K)

Filed 2026-10-27

Private Trust Co NA

UNCHANGED

Shares7,434 from 7,434

Change0 (0%)

Value$71.1K (-$9.1K)

Filed 2026-10-20

McCarley & Cook Financial Planners

NEW

Shares6,333

Change+6,333

Value$60.6K

Filed 2026-10-21

Harbor Investment Advisory, LLC

DECREASED

Shares5,425 from 5,475

Change-50 (-1%)

Value$51.9K (-$7.2K)

Filed 2026-10-13

Independence Bank of Kentucky

INCREASED

Shares5,302 from 3,802

Change+1,500 (+39%)

Value$50.7K (+$9.7K)

Filed 2026-10-26

Investors Research Corp

UNCHANGED

Shares5,092 from 5,092

Change0 (0%)

Value$48.7K (-$6.2K)

Filed 2026-10-07

Lanark Financial, Inc.

UNCHANGED

Shares4,856 from 4,856

Change0 (0%)

Value$46.5K (-$5.9K)

Filed 2026-10-26

North Star Investment Management Corp.

UNCHANGED

Shares4,816 from 4,816

Change0 (0%)

Value$46.1K (-$5.9K)

Filed 2026-10-27

Hilton Head Capital Partners, LLC

UNCHANGED

Shares4,775 from 4,775

Change0 (0%)

Value$45.7K (-$5.8K)

Filed 2026-10-23

Spire Wealth Management

INCREASED

Shares4,359 from 3,605

Change+754 (+21%)

Value$41.7K (+$2.8K)

Filed 2026-10-30

CoreCap Advisors, LLC

INCREASED

Shares4,335 from 4,294

Change+41 (+1%)

Value$41.5K (-$4.8K)

Filed 2026-10-08

City State Bank

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$38.3K (-$4.9K)

Filed 2026-10-20

Golden State Wealth Management, LLC

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$38.3K (-$4.9K)

Filed 2026-11-02

MJT & Associates Financial Advisory Group, Inc.

UNCHANGED

Shares3,911 from 3,911

Change0 (0%)

Value$37.4K (-$4.8K)

Filed 2026-10-07

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares3,077 from 3,077

Change0 (0%)

Value$29.4K (-$3.8K)

Filed 2026-10-15

Parallel Advisors, LLC

UNCHANGED

Shares2,735 from 2,735

Change0 (0%)

Value$26.2K (-$3.3K)

Filed 2026-11-03

Financial Management Professionals, Inc.

INCREASED

Shares2,429 from 2,386

Change+43 (+2%)

Value$23.4K (-$2.5K)

Filed 2026-10-23

Global Trust Asset Management, LLC

UNCHANGED

Shares2,350 from 2,350

Change0 (0%)

Value$22.5K (-$2.9K)

Filed 2026-10-19

Pinnacle Bancorp, Inc.

UNCHANGED

Shares1,801 from 1,801

Change0 (0%)

Value$17.2K (-$2.2K)

Filed 2026-10-21

Ascentis Independent Advisors

NEW

Shares1,500

Change+1,500

Value$14.4K

Filed 2026-11-03

Adirondack Trust Co

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$14.4K (-$1.8K)

Filed 2026-10-14

Center for Financial Planning, Inc.

UNCHANGED

Shares1,324 from 1,324

Change0 (0%)

Value$12.7K (-$1.6K)

Filed 2026-10-26

Avion Wealth

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$9 (-$1)

Filed 2026-11-04

Compass Financial Management LLC

INCREASED

Shares967 from 951

Change+16 (+2%)

Value$9.3K (-$1.0K)

Filed 2026-10-30

Financial Consulate, Inc

UNCHANGED

Shares966 from 966

Change0 (0%)

Value$9.2K (-$1.2K)

Filed 2026-10-23

Assetmark, Inc

DECREASED

Shares913 from 1,834

Change-921 (-50%)

Value$8.7K (-$11.1K)

Filed 2026-10-21

Cape Investment Advisory, Inc.

UNCHANGED

Shares853 from 853

Change0 (0%)

Value$8.2K (-$1.0K)

Filed 2026-10-13

Signaturefd, LLC

INCREASED

Shares827 from 818

Change+9 (+1%)

Value$7.9K (-$904)

Filed 2026-10-23

Evolution Wealth Management Inc.

UNCHANGED

Shares601 from 601

Change0 (0%)

Value$5.8K (-$733)

Filed 2026-10-28

First Financial Corp

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$4.8K (-$610)

Filed 2026-10-13

First United Bank & Trust

UNCHANGED

Shares401 from 401

Change0 (0%)

Value$3.8K (-$489)

Filed 2026-10-22

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$3.8K (-$488)

Filed 2026-10-27

Gamma Investing LLC

NEW

Shares325

Change+325

Value$3.1K

Filed 2026-10-08

Highline Wealth Partners LLC

DECREASED

Shares269 from 280

Change-11 (-4%)

Value$2.6K (-$447)

Filed 2026-10-19

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares240 from 240

Change0 (0%)

Value$2.3K (-$293)

Filed 2026-10-27

Key FInancial Inc

DECREASED

Shares216 from 716

Change-500 (-70%)

Value$2.1K (-$5.7K)

Filed 2026-11-02

CX Institutional

UNCHANGED

Shares208 from 208

Change0 (0%)

Value$2 ($0)

Filed 2026-10-02

Markowski Investments

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$1.9K (-$244)

Filed 2026-10-30

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares182 from 190

Change-8 (-4%)

Value$1.7K (-$308)

Filed 2026-10-05

Larson Financial Group LLC

UNCHANGED

Shares170 from 170

Change0 (0%)

Value$1.6K (-$207)

Filed 2026-11-05

JFS Wealth Advisors, LLC

UNCHANGED

Shares152 from 152

Change0 (0%)

Value$1.5K (-$176)

Filed 2026-11-03

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$957 (-$122)

Filed 2026-10-23

Connecticut Wealth Management, LLC

CLOSED

Shares0 from 30,330

Change-30,330 (-100%)

Value$0 (-$327.3K)

Filed 2026-10-13

Convergence Financial, LLC

CLOSED

Shares0 from 12,746

Change-12,746 (-100%)

Value$0 (-$137.5K)

Filed 2026-10-27

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 12,211

Change-12,211 (-100%)

Value$0 (-$131.8K)

Filed 2026-10-26

Vivid Wealth Management, LLC

CLOSED

Shares0 from 11,317

Change-11,317 (-100%)

Value$0 (-$122.1K)

Filed 2026-10-27

Contravisory Investment Management, Inc.

CLOSED

Shares0 from 10,800

Change-10,800 (-100%)

Value$0 (-$116.5K)

Filed 2026-10-13

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

CLOSED

Shares0 from 10,245

Change-10,245 (-100%)

Value$0 (-$110.5K)

Filed 2026-10-27

AdvisorNet Financial, Inc

CLOSED

Shares0 from 7,676

Change-7,676 (-100%)

Value$0 (-$82.8K)

Filed 2026-10-15

MCF Advisors LLC

CLOSED

Shares0 from 5,359

Change-5,359 (-100%)

Value$0 (-$57.9K)

Filed 2026-10-28

Axiom Investment Management LLC

CLOSED

Shares0 from 4,270

Change-4,270 (-100%)

Value$0 (-$46.1K)

Filed 2026-11-03

Commonwealth Retirement Investments LLC

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$21.6K)

Filed 2026-10-26

NBT Bank, N.A.

CLOSED

Shares0 from 1,468

Change-1,468 (-100%)

Value$0 (-$15.8K)

Filed 2026-10-21

American Capital Advisory, LLC

CLOSED

Shares0 from 555

Change-555 (-100%)

Value$0 (-$6.0K)

Filed 2026-10-28

Glass Jacobson Investment Advisors llc

CLOSED

Shares0 from 234

Change-234 (-100%)

Value$0 (-$2.5K)

Filed 2026-10-26

LifeSteps Financial, Inc.

CLOSED

Shares0 from 160

Change-160 (-100%)

Value$0 (-$1.7K)

Filed 2026-10-15

Morgan Stanley

N/A

Shares— from 3,706,483

Change-3,706,483 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 3,405,335

Change-3,405,335 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,327,463

Change-3,327,463 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 2,151,985

Change-2,151,985 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 1,577,663

Change-1,577,663 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,209,404

Change-1,209,404 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,159,849

Change-1,159,849 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 1,117,703

Change-1,117,703 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,013,206

Change-1,013,206 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 924,190

Change-924,190 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 783,832

Change-783,832 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 544,615

Change-544,615 (-100%)

Value—

UBS Group AG

N/A

Shares— from 532,247

Change-532,247 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 474,847

Change-474,847 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 429,499

Change-429,499 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 385,741

Change-385,741 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 320,063

Change-320,063 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 318,828

Change-318,828 (-100%)

Value—

Owen LaRue, LLC

N/A

Shares— from 316,424

Change-316,424 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 278,300

Change-278,300 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 258,915

Change-258,915 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 243,181

Change-243,181 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 219,890

Change-219,890 (-100%)

Value—

Sound View Wealth Advisors Group, LLC

N/A

Shares— from 218,106

Change-218,106 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 197,417

Change-197,417 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 187,840

Change-187,840 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 171,879

Change-171,879 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 166,571

Change-166,571 (-100%)

Value—

Commerce Bank

N/A

Shares— from 165,860

Change-165,860 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 153,965

Change-153,965 (-100%)

Value—

Indie Asset Partners, LLC

N/A

Shares— from 144,040

Change-144,040 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 141,646

Change-141,646 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 139,048

Change-139,048 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 138,904

Change-138,904 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 135,213

Change-135,213 (-100%)

Value—

American Financial Advisors, LLC

N/A

Shares— from 125,094

Change-125,094 (-100%)

Value—

Everstar Asset Management, LLC

N/A

Shares— from 119,690

Change-119,690 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 118,757

Change-118,757 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 109,911

Change-109,911 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 107,762

Change-107,762 (-100%)

Value—

Carl P. Sherr & Co., LLC

N/A

Shares— from 105,530

Change-105,530 (-100%)

Value—

Stock Yards Bank & Trust Co

N/A

Shares— from 102,866

Change-102,866 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 97,159

Change-97,159 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 89,174

Change-89,174 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 86,734

Change-86,734 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 82,591

Change-82,591 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 81,085

Change-81,085 (-100%)

Value—

Boyd Watterson Asset Management LLC

N/A

Shares— from 74,666

Change-74,666 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 72,412

Change-72,412 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 71,949

Change-71,949 (-100%)

Value—

Tortoise Investment Management, LLC

N/A

Shares— from 70,472

Change-70,472 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 68,182

Change-68,182 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 67,924

Change-67,924 (-100%)

Value—

Novak & Powell Financial Services, Inc.

N/A

Shares— from 60,166

Change-60,166 (-100%)

Value—

Talon Private Wealth, LLC

N/A

Shares— from 52,985

Change-52,985 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 48,356

Change-48,356 (-100%)

Value—

Fortress Private Ledger, LLC

N/A

Shares— from 48,115

Change-48,115 (-100%)

Value—

Warner Group LLC

N/A

Shares— from 45,874

Change-45,874 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 45,138

Change-45,138 (-100%)

Value—

Monetary Management Group Inc

N/A

Shares— from 44,700

Change-44,700 (-100%)

Value—

Dana Investment Advisors, Inc.

N/A

Shares— from 43,700

Change-43,700 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 42,668

Change-42,668 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 41,800

Change-41,800 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 41,653

Change-41,653 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 41,622

Change-41,622 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 39,377

Change-39,377 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 38,340

Change-38,340 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 38,053

Change-38,053 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 36,064

Change-36,064 (-100%)

Value—

Jacobi Capital Management LLC

N/A

Shares— from 35,100

Change-35,100 (-100%)

Value—

Balanced Wealth Group LLC

N/A

Shares— from 32,174

Change-32,174 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 31,516

Change-31,516 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 30,545

Change-30,545 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 29,981

Change-29,981 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 27,249

Change-27,249 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 26,655

Change-26,655 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 26,307

Change-26,307 (-100%)

Value—

First Commonwealth Financial Corp

N/A

Shares— from 25,018

Change-25,018 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 23,398

Change-23,398 (-100%)

Value—

Stephens Inc

N/A

Shares— from 22,903

Change-22,903 (-100%)

Value—

HBK Sorce Advisory LLC

N/A

Shares— from 22,141

Change-22,141 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 22,000

Change-22,000 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 21,984

Change-21,984 (-100%)

Value—

Wealthspan Partners, LLC

N/A

Shares— from 21,599

Change-21,599 (-100%)

Value—

Calton & Associates, Inc.

N/A

Shares— from 21,318

Change-21,318 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 21,219

Change-21,219 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 21,179

Change-21,179 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 20,620

Change-20,620 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 20,390

Change-20,390 (-100%)

Value—

Sovereign Financial Group, Inc.

N/A

Shares— from 20,122

Change-20,122 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 19,845

Change-19,845 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 19,403

Change-19,403 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 18,920

Change-18,920 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 18,530

Change-18,530 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 18,446

Change-18,446 (-100%)

Value—

Apriem Advisors

N/A

Shares— from 18,400

Change-18,400 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 17,931

Change-17,931 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 17,768

Change-17,768 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 17,595

Change-17,595 (-100%)

Value—

Wealthquest Corp

N/A

Shares— from 17,500

Change-17,500 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 17,497

Change-17,497 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 16,961

Change-16,961 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 16,591

Change-16,591 (-100%)

Value—

Wealthspire Retirement, LLC

N/A

Shares— from 16,558

Change-16,558 (-100%)

Value—

Lifeworks Advisors, LLC

N/A

Shares— from 15,795

Change-15,795 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 15,201

Change-15,201 (-100%)

Value—

Hexagon Capital Partners LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 14,750

Change-14,750 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 14,609

Change-14,609 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 14,251

Change-14,251 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 14,212

Change-14,212 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 14,200

Change-14,200 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 13,923

Change-13,923 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 13,890

Change-13,890 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 13,737

Change-13,737 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 13,550

Change-13,550 (-100%)

Value—

Stonebridge Financial Group, LLC

N/A

Shares— from 12,844

Change-12,844 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 12,427

Change-12,427 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 11,473

Change-11,473 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 11,425

Change-11,425 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 11,353

Change-11,353 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 10,993

Change-10,993 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 10,869

Change-10,869 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 10,400

Change-10,400 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 9,985

Change-9,985 (-100%)

Value—

PIN OAK Investment Advisors Inc

N/A

Shares— from 9,750

Change-9,750 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 9,457

Change-9,457 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 8,599

Change-8,599 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 8,348

Change-8,348 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 5,975

Change-5,975 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 5,063

Change-5,063 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 4,891

Change-4,891 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 4,422

Change-4,422 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 4,358

Change-4,358 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 3,586

Change-3,586 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 3,431

Change-3,431 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 3,338

Change-3,338 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 3,226

Change-3,226 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,852

Change-2,852 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 2,703

Change-2,703 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 2,606

Change-2,606 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,200

Change-2,200 (-100%)

Value—

Coston, McIsaac & Partners

N/A

Shares— from 2,185

Change-2,185 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Marshall Investment Management, LLC

N/A

Shares— from 1,600

Change-1,600 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Central Trust Co

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Fortis Group Advisors, LLC

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,312

Change-1,312 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 949

Change-949 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 894

Change-894 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 857

Change-857 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 743

Change-743 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 640

Change-640 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 558

Change-558 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 547

Change-547 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 500

Change-500 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 316

Change-316 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Cbiz Investment Advisory Services, LLC

N/A

Shares— from 137

Change-137 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	INCREASED	1,670,139	1,574,319	+95,820	+6%	$17.0M	$16.0M	-$1.0M	2026-11-02
J.W. Cole Advisors, Inc.	INCREASED	1,020,387	930,496	+89,891	+10%	$10.0M	$9.8M	-$274.9K	2026-11-05
Cambridge Investment Research Advisors, Inc.	INCREASED	951,984	935,229	+16,755	+2%	$10.1M	$9.1M	-$981.0K	2026-11-02
Kentucky Trust Co	INCREASED	687,492	683,791	+3,701	+1%	$7.4M	$6.6M	-$798.8K	2026-10-15
Apollon Wealth Management, LLC	DECREASED	547,642	585,666	-38,024	-6%	$6.3M	$5.2M	-$1.1M	2026-10-23
Smith Asset Management Co., LLC	DECREASED	389,428	396,153	-6,725	-2%	$4.3M	$3.7M	-$547.7K	2026-10-16
RDA Financial Network	INCREASED	379,075	344,768	+34,307	+10%	$3.7M	$3.6M	-$92.3K	2026-10-15
First Heartland Consultants, Inc.	INCREASED	337,342	335,016	+2,326	+1%	$3.6M	$3.2M	-$386.5K	2026-10-08
Truist Financial Corp	INCREASED	302,915	291,157	+11,758	+4%	$3.1M	$2.9M	-$242.7K	2026-10-30
Kestra Advisory Services, LLC	INCREASED	287,174	227,422	+59,752	+26%	$2.5M	$2.7M	+$294.4K	2026-11-02
Alchemi Wealth, LLC	INCREASED	269,097	263,117	+5,980	+2%	$2.8M	$2.6M	-$263.8K	2026-11-04
Grey Ledge Advisors, LLC	INCREASED	265,197	262,698	+2,499	+1%	$2.8M	$2.5M	-$296.6K	2026-11-02
Creative Planning	DECREASED	261,672	344,525	-82,853	-24%	$3.7M	$2.5M	-$1.2M	2026-11-02
D.A. Davidson & Co.	INCREASED	234,795	213,776	+21,019	+10%	$2.3M	$2.2M	-$59.7K	2026-10-28
Providence First Trust Co	DECREASED	173,848	180,045	-6,197	-3%	$1.9M	$1.7M	-$279.0K	2026-11-02
Verus Capital Partners, LLC	DECREASED	164,658	209,424	-44,766	-21%	$2.3M	$1.6M	-$683.9K	2026-11-03
Concurrent Investment Advisors, LLC	INCREASED	160,480	148,725	+11,755	+8%	$1.6M	$1.5M	-$68.9K	2026-10-16
Davenport & Co LLC	INCREASED	138,118	123,722	+14,396	+12%	$1.3M	$1.3M	-$13.2K	2026-10-14
Compound Planning, Inc.	DECREASED	107,752	108,327	-575	-1%	$1.2M	$1.0M	-$137.7K	2026-11-05
Independent Financial Group, LLC	DECREASED	106,649	109,192	-2,543	-2%	$1.2M	$1.0M	-$157.6K	2026-10-13
Koshinski Asset Management, Inc.	INCREASED	102,181	100,665	+1,516	+2%	$1.1M	$977.9K	-$108.3K	2026-10-29
Oppenheimer & Co Inc	INCREASED	99,501	91,728	+7,773	+8%	$989.7K	$952.2K	-$37.5K	2026-10-26
Virtue Capital Management, LLC	DECREASED	97,082	101,732	-4,650	-5%	$1.1M	$929.1K	-$168.6K	2026-10-29
Shulman DeMeo Asset Management LLC	DECREASED	91,753	91,876	-123	0%	$991.3K	$869.8K	-$121.5K	2026-10-09
Investment Partners, Ltd.	INCREASED	90,501	83,420	+7,081	+8%	$900.1K	$866.1K	-$34.0K	2026-10-29
Westbourne Investment Advisors, Inc.	INCREASED	87,200	84,700	+2,500	+3%	$913.9K	$834.5K	-$79.4K	2026-10-20
US Bancorp \de\	INCREASED	86,078	73,346	+12,732	+17%	$791.4K	$823.8K	+$32.4K	2026-11-05
HB Wealth Management, LLC	INCREASED	80,649	60,746	+19,903	+33%	$655.5K	$771.8K	+$116.4K	2026-10-23
Brookstone Capital Management	INCREASED	76,545	73,430	+3,115	+4%	$792.3K	$732.5K	-$59.8K	2026-10-22
Avior Wealth Management, LLC	INCREASED	72,397	72,333	+64	+0%	$780.5K	$692.8K	-$87.6K	2026-10-13
Foguth Wealth Management, Llc.	DECREASED	68,712	71,746	-3,034	-4%	$792.8K	$687.8K	-$105.0K	2026-10-19
Accurate Wealth Management, LLC	INCREASED	60,764	58,549	+2,215	+4%	$643.5K	$605.8K	-$37.6K	2026-10-20
Wealth Enhancement Advisory Services, LLC	INCREASED	60,418	34,156	+26,262	+77%	$375.4K	$587.3K	+$211.9K	2026-10-13
Aviance Capital Partners, LLC	DECREASED	59,382	65,420	-6,038	-9%	$705.9K	$568.3K	-$137.6K	2026-10-29
Axxcess Wealth Management, LLC	INCREASED	54,440	45,003	+9,437	+21%	$485.6K	$521.0K	+$35.4K	2026-10-21
World Equity Group, Inc.	INCREASED	51,355	51,091	+264	+1%	$551.3K	$491.5K	-$59.8K	2026-10-14
Clear Creek Financial Management, LLC	DECREASED	51,100	51,624	-524	-1%	$557.0K	$489.0K	-$68.0K	2026-10-28
GW Henssler & Associates LTD	INCREASED	49,556	34,666	+14,890	+43%	$374.0K	$474.3K	+$100.2K	2026-10-26
Sigma Planning Corp	DECREASED	47,796	76,241	-28,445	-37%	$823.2K	$462.1K	-$361.1K	2026-10-23
Patten Group, Inc.	INCREASED	43,173	42,968	+205	+0%	$463.6K	$413.2K	-$50.5K	2026-10-26
Commerce Advisors, LLC	INCREASED	42,188	22,752	+19,436	+85%	$245.5K	$403.7K	+$158.2K	2026-10-19
Wealthcare Advisory Partners LLC	INCREASED	40,978	37,718	+3,260	+9%	$407.0K	$392.2K	-$14.8K	2026-10-21
Wesbanco Bank Inc	DECREASED	39,365	42,030	-2,665	-6%	$453.5K	$376.7K	-$76.8K	2026-11-04
Hoertkorn Richard Charles	INCREASED	38,000	35,000	+3,000	+9%	$377.7K	$363.7K	-$14.0K	2026-11-04
Walser Wealth Management Company, A Ltd Liability Co	DECREASED	37,817	38,542	-725	-2%	$415.9K	$361.9K	-$54.0K	2026-10-15
Thrivent Financial for Lutherans	DECREASED	36,943	45,846	-8,903	-19%	$495.0K	$219.1K	-$275.9K	2026-11-05
Washburn Capital Management, Inc.	NEW	36,282	—	+36,282	—	—	$347.2K	—	2026-10-19
Cahaba Wealth Management, Inc.	NEW	32,872	—	+32,872	—	—	$314.6K	—	2026-10-26
Farther Finance Advisors, LLC	DECREASED	31,625	32,208	-583	-2%	$347.5K	$302.6K	-$44.9K	2026-10-08
Roman Butler Fullerton & Co	INCREASED	30,421	30,343	+78	+0%	$335.6K	$303.0K	-$32.6K	2026-10-27
Chicago Partners Investment Group LLC	UNCHANGED	29,456	29,456	0	0%	$324.0K	$298.4K	-$25.6K	2026-10-27
Stokes Capital Advisors, LLC	UNCHANGED	28,855	28,855	0	0%	$311.3K	$276.1K	-$35.2K	2026-10-09
Highland Capital Management, LLC	DECREASED	28,200	31,200	-3,000	-10%	$336.6K	$269.9K	-$66.8K	2026-10-26
Kestra Private Wealth Services, LLC	DECREASED	27,285	33,346	-6,061	-18%	$359.8K	$261.1K	-$98.7K	2026-10-30
RFG Advisory, LLC	DECREASED	26,510	26,738	-228	-1%	$288.5K	$253.7K	-$34.8K	2026-11-03
Harvey Investment Co LLC	UNCHANGED	26,100	26,100	0	0%	$282.0K	$250.0K	-$32.0K	2026-10-20
J.M. Arbour, LLC	INCREASED	25,985	24,660	+1,325	+5%	$266.1K	$248.7K	-$17.4K	2026-11-05
Caldwell Trust Co	UNCHANGED	24,400	24,400	0	0%	$263.3K	$233.5K	-$29.8K	2026-10-30
Fjell Capital, LLC	INCREASED	23,733	23,390	+343	+1%	$252.4K	$227.1K	-$25.3K	2026-10-13
Carderock Capital Management Inc	UNCHANGED	23,604	23,604	0	0%	$254.7K	$225.9K	-$28.8K	2026-10-22
Gill Capital Partners, LLC	UNCHANGED	23,603	23,603	0	0%	$254.7K	$225.9K	-$28.8K	2026-10-13
Align Financial, LLC	UNCHANGED	23,571	23,571	0	0%	$254.3K	$225.6K	-$28.8K	2026-10-16
Hudock, Inc.	UNCHANGED	23,240	23,240	0	0%	$250.8K	$222.4K	-$28.4K	2026-10-14
StoneX Group Inc.	DECREASED	23,059	32,133	-9,074	-28%	$348.4K	$227.2K	-$121.2K	2026-11-03
Prime Capital Investment Advisors, LLC	INCREASED	22,945	21,570	+1,375	+6%	$232.7K	$219.6K	-$13.2K	2026-10-20
Prospera Financial Services Inc	INCREASED	22,750	22,729	+21	+0%	$245.3K	$231.4K	-$13.9K	2026-11-04
Keybank National Association	UNCHANGED	22,475	22,475	0	0%	$242.5K	$215.1K	-$27.4K	2026-11-04
Cliftonlarsonallen Wealth Advisors, LLC	DECREASED	22,340	24,840	-2,500	-10%	$268.0K	$213.8K	-$54.2K	2026-10-14
Blackston Financial Advisory Group, LLC	UNCHANGED	22,333	22,333	0	0%	$241.0K	$213.7K	-$27.2K	2026-11-04
Midwest Trust Co	UNCHANGED	21,619	21,619	0	0%	$233.3K	$206.9K	-$26.4K	2026-10-22
Mueller Wealth, LLC	DECREASED	21,461	22,949	-1,488	-6%	$247.6K	$205.4K	-$42.2K	2026-11-05
LCM Capital Management Inc	UNCHANGED	21,237	21,237	0	0%	$229.1K	$203.2K	-$25.9K	2026-10-20
Choreo, LLC	INCREASED	21,042	18,550	+2,492	+13%	$200.2K	$201.4K	+$1.2K	2026-10-28
CRA Financial Services, LLC	INCREASED	20,659	20,590	+69	+0%	$222.2K	$197.7K	-$24.5K	2026-10-16
Asset Planning,Inc	INCREASED	20,372	20,350	+22	+0%	$219.6K	$195.0K	-$24.6K	2026-10-26
Waters Parkerson & Co., LLC	UNCHANGED	20,354	20,354	0	0%	$219.6K	$194.8K	-$24.8K	2026-11-04
Abel Hall, LLC	UNCHANGED	20,000	20,000	0	0%	$215.8K	$191.4K	-$24.4K	2026-10-19
Sard Wealth Management Group, LLC	UNCHANGED	20,000	20,000	0	0%	$215.8K	$191.4K	-$24.4K	2026-10-16
Integrity Alliance, Llc.	DECREASED	19,483	20,084	-601	-3%	$216.7K	$186.5K	-$30.3K	2026-10-29
Capital Investment Advisory Services, LLC	INCREASED	19,456	19,324	+132	+1%	$208.5K	$186.2K	-$22.3K	2026-10-30
Advisory Solutions Group, LLC	INCREASED	19,455	13,990	+5,465	+39%	$151.0K	$186.2K	+$35.2K	2026-10-14
Mesirow Financial Investment Management, Inc.	INCREASED	18,842	18,821	+21	+0%	$203.1K	$180.3K	-$22.8K	2026-11-05
Iron Financial LLC	INCREASED	18,802	18,468	+334	+2%	$199.3K	$179.9K	-$19.3K	2026-10-23
NTV Asset Management LLC	INCREASED	18,750	18,446	+304	+2%	$199.0K	$179.4K	-$19.6K	2026-10-23
Main Street Group, LTD	INCREASED	18,206	18,166	+40	+0%	$196.0K	$174.2K	-$21.8K	2026-10-28
Future Financial Wealth Managment LLC	UNCHANGED	18,000	18,000	0	0%	$198.0K	$172.3K	-$25.7K	2026-10-15
SMI Advisory Services, LLC	INCREASED	17,853	17,535	+318	+2%	$190.8K	$176.6K	-$14.2K	2026-10-13
Berman McAleer LLC	UNCHANGED	17,821	17,821	0	0%	$192.3K	$170.5K	-$21.7K	2026-10-16
XML Financial, LLC	INCREASED	17,248	16,955	+293	+2%	$182.9K	$165.1K	-$17.9K	2026-10-29
Annex Advisory Services, LLC	UNCHANGED	16,645	16,645	0	0%	$179.6K	$159.3K	-$20.3K	2026-10-16
First Nebraska Trust Co	NEW	16,492	—	+16,492	—	—	$157.8K	—	2026-10-30
Kelly Financial Group LLC	DECREASED	16,246	16,550	-304	-2%	$178.6K	$155.5K	-$23.1K	2026-10-16
Fiscal Wisdom Wealth Management, LLC	NEW	15,919	—	+15,919	—	—	$152.3K	—	2026-10-16
LongView Wealth Management	NEW	14,969	—	+14,969	—	—	$143.3K	—	2026-10-19
Genesee Capital Advisors, LLC	UNCHANGED	14,952	14,952	0	0%	$161.3K	$143.1K	-$18.2K	2026-10-20
IFP Advisors, Inc	DECREASED	14,883	16,082	-1,199	-7%	$173.5K	$142.4K	-$31.1K	2026-10-16
Legacy Financial Independent Advisors LLC	UNCHANGED	14,140	14,140	0	0%	$152.6K	$135.3K	-$17.3K	2026-11-02
Mascoma Wealth Management LLC	INCREASED	13,698	12,765	+933	+7%	$137.7K	$131.1K	-$6.6K	2026-10-23
Fortitude Advisory Group L.L.C.	UNCHANGED	13,265	13,265	0	0%	$143.1K	$126.9K	-$16.2K	2026-10-15
SYM Financial Corp	UNCHANGED	13,121	13,121	0	0%	$141.6K	$125.6K	-$16.0K	2026-10-26
Avantax Planning Partners, Inc.	UNCHANGED	12,419	12,419	0	0%	$134.0K	$118.9K	-$15.2K	2026-11-03
Retiremitten Financial LLC	UNCHANGED	12,350	12,350	0	0%	$133.3K	$122.9K	-$10.4K	2026-11-05
Edmp, Inc.	UNCHANGED	12,267	12,267	0	0%	$132.4K	$117.4K	-$15.0K	2026-10-22
Winebrenner Capital Management LLC	DECREASED	12,034	13,343	-1,309	-10%	$144.0K	$115.2K	-$28.8K	2026-10-07
Clark Asset Management, LLC	UNCHANGED	11,903	11,903	0	0%	$128.4K	$113.9K	-$14.5K	2026-10-19
Diversify Wealth Management, LLC	INCREASED	11,755	11,679	+76	+1%	$128.5K	$115.6K	-$12.9K	2026-10-20
Diversify Advisory Services, LLC	INCREASED	11,755	11,679	+76	+1%	$128.5K	$115.6K	-$12.9K	2026-10-20
Independent Wealth Network Inc.	INCREASED	11,486	11,449	+37	+0%	$123.5K	$109.9K	-$13.6K	2026-10-19
Moneco Advisors, LLC	INCREASED	11,331	11,123	+208	+2%	$120.0K	$108.4K	-$11.6K	2026-11-05
Jeppson Wealth Management, LLC	UNCHANGED	11,248	11,248	0	0%	$121.4K	$107.6K	-$13.7K	2026-10-20
GEM Asset Management, LLC	UNCHANGED	11,082	11,082	0	0%	$119.6K	$106.1K	-$13.5K	2026-10-13
PMG Family Office LLC	UNCHANGED	11,005	11,005	0	0%	$119.5K	$106.0K	-$13.4K	2026-10-19
PFG Advisors	DECREASED	10,859	11,732	-873	-7%	$126.6K	$103.9K	-$22.7K	2026-10-16
True Private Wealth Advisors	INCREASED	10,811	10,678	+133	+1%	$115.2K	$103.5K	-$11.8K	2026-10-19
Bokf, NA	UNCHANGED	10,619	10,619	0	0%	$114.6K	$101.6K	-$13.0K	2026-10-27
Whalen Wealth Management Inc.	UNCHANGED	10,552	10,552	0	0%	$113.9K	$101.0K	-$12.9K	2026-10-08
Walled Lake Planning & Wealth Management, LLC	UNCHANGED	10,550	10,550	0	0%	$113.8K	$101.0K	-$12.9K	2026-10-29
BNB Wealth Management, LLC	UNCHANGED	10,425	10,425	0	0%	$112.5K	$99.8K	-$12.7K	2026-10-28
VestGen Advisors, LLC	UNCHANGED	10,051	10,051	0	0%	$108.5K	$96.2K	-$12.3K	2026-10-27
Fruth Investment Management	DECREASED	10,000	14,655	-4,655	-32%	$158.0K	$95.0K	-$63.0K	2026-10-13
Investment Partners Asset Management, Inc.	UNCHANGED	10,000	10,000	0	0%	$107.9K	$95.7K	-$12.2K	2026-10-09
EverSource Wealth Advisors, LLC	UNCHANGED	9,795	9,795	0	0%	$105.7K	$93.7K	-$12.0K	2026-11-04
Latitude Advisors, LLC	NEW	9,542	—	+9,542	—	—	$91.3K	—	2026-10-27
Mather Group, Llc.	UNCHANGED	8,875	8,875	0	0%	$95.8K	$84.9K	-$10.8K	2026-10-14
DT Investment Partners, LLC	UNCHANGED	7,753	7,753	0	0%	$83.7K	$74.2K	-$9.5K	2026-10-27
Private Trust Co NA	UNCHANGED	7,434	7,434	0	0%	$80.2K	$71.1K	-$9.1K	2026-10-20
McCarley & Cook Financial Planners	NEW	6,333	—	+6,333	—	—	$60.6K	—	2026-10-21
Harbor Investment Advisory, LLC	DECREASED	5,425	5,475	-50	-1%	$59.1K	$51.9K	-$7.2K	2026-10-13
Independence Bank of Kentucky	INCREASED	5,302	3,802	+1,500	+39%	$41.0K	$50.7K	+$9.7K	2026-10-26
Investors Research Corp	UNCHANGED	5,092	5,092	0	0%	$54.9K	$48.7K	-$6.2K	2026-10-07
Lanark Financial, Inc.	UNCHANGED	4,856	4,856	0	0%	$52.4K	$46.5K	-$5.9K	2026-10-26
North Star Investment Management Corp.	UNCHANGED	4,816	4,816	0	0%	$52.0K	$46.1K	-$5.9K	2026-10-27
Hilton Head Capital Partners, LLC	UNCHANGED	4,775	4,775	0	0%	$51.5K	$45.7K	-$5.8K	2026-10-23
Spire Wealth Management	INCREASED	4,359	3,605	+754	+21%	$38.9K	$41.7K	+$2.8K	2026-10-30
CoreCap Advisors, LLC	INCREASED	4,335	4,294	+41	+1%	$46.3K	$41.5K	-$4.8K	2026-10-08
City State Bank	UNCHANGED	4,000	4,000	0	0%	$43.2K	$38.3K	-$4.9K	2026-10-20
Golden State Wealth Management, LLC	UNCHANGED	4,000	4,000	0	0%	$43.2K	$38.3K	-$4.9K	2026-11-02
MJT & Associates Financial Advisory Group, Inc.	UNCHANGED	3,911	3,911	0	0%	$42.2K	$37.4K	-$4.8K	2026-10-07
Cherry Tree Wealth Management, LLC	UNCHANGED	3,077	3,077	0	0%	$33.2K	$29.4K	-$3.8K	2026-10-15
Parallel Advisors, LLC	UNCHANGED	2,735	2,735	0	0%	$29.5K	$26.2K	-$3.3K	2026-11-03
Financial Management Professionals, Inc.	INCREASED	2,429	2,386	+43	+2%	$25.9K	$23.4K	-$2.5K	2026-10-23
Global Trust Asset Management, LLC	UNCHANGED	2,350	2,350	0	0%	$25.4K	$22.5K	-$2.9K	2026-10-19
Pinnacle Bancorp, Inc.	UNCHANGED	1,801	1,801	0	0%	$19.4K	$17.2K	-$2.2K	2026-10-21
Ascentis Independent Advisors	NEW	1,500	—	+1,500	—	—	$14.4K	—	2026-11-03
Adirondack Trust Co	UNCHANGED	1,500	1,500	0	0%	$16.2K	$14.4K	-$1.8K	2026-10-14
Center for Financial Planning, Inc.	UNCHANGED	1,324	1,324	0	0%	$14.3K	$12.7K	-$1.6K	2026-10-26
Avion Wealth	UNCHANGED	1,000	1,000	0	0%	$10	$9	-$1	2026-11-04
Compass Financial Management LLC	INCREASED	967	951	+16	+2%	$10.3K	$9.3K	-$1.0K	2026-10-30
Financial Consulate, Inc	UNCHANGED	966	966	0	0%	$10.4K	$9.2K	-$1.2K	2026-10-23
Assetmark, Inc	DECREASED	913	1,834	-921	-50%	$19.8K	$8.7K	-$11.1K	2026-10-21
Cape Investment Advisory, Inc.	UNCHANGED	853	853	0	0%	$9.2K	$8.2K	-$1.0K	2026-10-13
Signaturefd, LLC	INCREASED	827	818	+9	+1%	$8.8K	$7.9K	-$904	2026-10-23
Evolution Wealth Management Inc.	UNCHANGED	601	601	0	0%	$6.5K	$5.8K	-$733	2026-10-28
First Financial Corp	UNCHANGED	500	500	0	0%	$5.4K	$4.8K	-$610	2026-10-13
First United Bank & Trust	UNCHANGED	401	401	0	0%	$4.3K	$3.8K	-$489	2026-10-22
Cassaday & Co Wealth Management LLC	UNCHANGED	400	400	0	0%	$4.3K	$3.8K	-$488	2026-10-27
Gamma Investing LLC	NEW	325	—	+325	—	—	$3.1K	—	2026-10-08
Highline Wealth Partners LLC	DECREASED	269	280	-11	-4%	$3.0K	$2.6K	-$447	2026-10-19
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	240	240	0	0%	$2.6K	$2.3K	-$293	2026-10-27
Key FInancial Inc	DECREASED	216	716	-500	-70%	$7.7K	$2.1K	-$5.7K	2026-11-02
CX Institutional	UNCHANGED	208	208	0	0%	$2	$2	$0	2026-10-02
Markowski Investments	UNCHANGED	200	200	0	0%	$2.2K	$1.9K	-$244	2026-10-30
MassMutual Private Wealth & Trust, FSB	DECREASED	182	190	-8	-4%	$2.1K	$1.7K	-$308	2026-10-05
Larson Financial Group LLC	UNCHANGED	170	170	0	0%	$1.8K	$1.6K	-$207	2026-11-05
JFS Wealth Advisors, LLC	UNCHANGED	152	152	0	0%	$1.6K	$1.5K	-$176	2026-11-03
Dhjj Financial Advisors, Ltd.	UNCHANGED	100	100	0	0%	$1.1K	$957	-$122	2026-10-23
Connecticut Wealth Management, LLC	CLOSED	0	30,330	-30,330	-100%	$327.3K	$0	-$327.3K	2026-10-13
Convergence Financial, LLC	CLOSED	0	12,746	-12,746	-100%	$137.5K	$0	-$137.5K	2026-10-27
Vermillion Wealth Management, Inc.	CLOSED	0	12,211	-12,211	-100%	$131.8K	$0	-$131.8K	2026-10-26
Vivid Wealth Management, LLC	CLOSED	0	11,317	-11,317	-100%	$122.1K	$0	-$122.1K	2026-10-27
Contravisory Investment Management, Inc.	CLOSED	0	10,800	-10,800	-100%	$116.5K	$0	-$116.5K	2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	CLOSED	0	10,245	-10,245	-100%	$110.5K	$0	-$110.5K	2026-10-27
AdvisorNet Financial, Inc	CLOSED	0	7,676	-7,676	-100%	$82.8K	$0	-$82.8K	2026-10-15
MCF Advisors LLC	CLOSED	0	5,359	-5,359	-100%	$57.9K	$0	-$57.9K	2026-10-28
Axiom Investment Management LLC	CLOSED	0	4,270	-4,270	-100%	$46.1K	$0	-$46.1K	2026-11-03
Commonwealth Retirement Investments LLC	CLOSED	0	2,000	-2,000	-100%	$21.6K	$0	-$21.6K	2026-10-26
NBT Bank, N.A.	CLOSED	0	1,468	-1,468	-100%	$15.8K	$0	-$15.8K	2026-10-21
American Capital Advisory, LLC	CLOSED	0	555	-555	-100%	$6.0K	$0	-$6.0K	2026-10-28
Glass Jacobson Investment Advisors llc	CLOSED	0	234	-234	-100%	$2.5K	$0	-$2.5K	2026-10-26
LifeSteps Financial, Inc.	CLOSED	0	160	-160	-100%	$1.7K	$0	-$1.7K	2026-10-15
Morgan Stanley	N/A	—	3,706,483	-3,706,483	-100%	$40.0M	—	—	—
LPL Financial LLC	N/A	—	3,405,335	-3,405,335	-100%	$36.7M	—	—	—
Royal Bank of Canada	N/A	—	3,327,463	-3,327,463	-100%	$35.9M	—	—	—
Baird Financial Group, Inc.	N/A	—	2,151,985	-2,151,985	-100%	$23.2M	—	—	—
Cetera Investment Advisers	N/A	—	1,577,663	-1,577,663	-100%	$17.0M	—	—	—
Raymond James Financial Inc	N/A	—	1,209,404	-1,209,404	-100%	$13.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	1,159,849	-1,159,849	-100%	$12.5M	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	1,117,703	-1,117,703	-100%	$12.1M	—	—	—
Bank of America Corp	N/A	—	1,013,206	-1,013,206	-100%	$10.9M	—	—	—
Cohen & Steers, Inc.	N/A	—	924,190	-924,190	-100%	$10.0M	—	—	—
Wells Fargo & Company	N/A	—	783,832	-783,832	-100%	$8.5M	—	—	—
N.E.W. Advisory Services LLC	N/A	—	544,615	-544,615	-100%	$5.9M	—	—	—
UBS Group AG	N/A	—	532,247	-532,247	-100%	$5.7M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	474,847	-474,847	-100%	$5.1M	—	—	—
Captrust Financial Advisors	N/A	—	429,499	-429,499	-100%	$4.6M	—	—	—
Janney Montgomery Scott LLC	N/A	—	385,741	-385,741	-100%	$4.2M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	320,063	-320,063	-100%	$3.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	318,828	-318,828	-100%	$3.4M	—	—	—
Owen LaRue, LLC	N/A	—	316,424	-316,424	-100%	$3.4M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	278,300	-278,300	-100%	$3.0M	—	—	—
IHT Wealth Management, LLC	N/A	—	258,915	-258,915	-100%	$2.8M	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	243,181	-243,181	-100%	$2.6M	—	—	—
Advisory Services Network, LLC	N/A	—	219,890	-219,890	-100%	$2.4M	—	—	—
Sound View Wealth Advisors Group, LLC	N/A	—	218,106	-218,106	-100%	$2.4M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	197,417	-197,417	-100%	$2.1M	—	—	—
JPMorgan Chase & Co	N/A	—	187,840	-187,840	-100%	$2.0M	—	—	—
Private Advisor Group, LLC	N/A	—	171,879	-171,879	-100%	$1.9M	—	—	—
MML Investors Services, LLC	N/A	—	166,571	-166,571	-100%	$1.8M	—	—	—
Commerce Bank	N/A	—	165,860	-165,860	-100%	$1.8M	—	—	—
Atlantic Union Bankshares Corp	N/A	—	153,965	-153,965	-100%	$1.7M	—	—	—
Indie Asset Partners, LLC	N/A	—	144,040	-144,040	-100%	$1.6M	—	—	—
Harbour Investments, Inc.	N/A	—	141,646	-141,646	-100%	$1.5M	—	—	—
Mariner, LLC	N/A	—	139,048	-139,048	-100%	$1.5M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	138,904	-138,904	-100%	$1.5M	—	—	—
Scotia Capital Inc.	N/A	—	135,213	-135,213	-100%	$1.5M	—	—	—
American Financial Advisors, LLC	N/A	—	125,094	-125,094	-100%	$1.3M	—	—	—
Everstar Asset Management, LLC	N/A	—	119,690	-119,690	-100%	$1.3M	—	—	—
Focus Partners Wealth	N/A	—	118,757	-118,757	-100%	$1.3M	—	—	—
Cerity Partners LLC	N/A	—	109,911	-109,911	-100%	$1.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	107,762	-107,762	-100%	$1.2M	—	—	—
Carl P. Sherr & Co., LLC	N/A	—	105,530	-105,530	-100%	$1.1M	—	—	—
Stock Yards Bank & Trust Co	N/A	—	102,866	-102,866	-100%	$1.1M	—	—	—
PFG Investments, LLC	N/A	—	97,159	-97,159	-100%	$1.0M	—	—	—
Ameriprise Financial Inc	N/A	—	89,174	-89,174	-100%	$962.2K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	86,734	-86,734	-100%	$935.9K	—	—	—
Keystone Financial Group	N/A	—	82,591	-82,591	-100%	$891.2K	—	—	—
Rothschild Investment LLC	N/A	—	81,085	-81,085	-100%	$874.9K	—	—	—
Boyd Watterson Asset Management LLC	N/A	—	74,666	-74,666	-100%	$805.6K	—	—	—
XTX Topco Ltd	N/A	—	72,412	-72,412	-100%	$781.3K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	71,949	-71,949	-100%	$776.3K	—	—	—
Tortoise Investment Management, LLC	N/A	—	70,472	-70,472	-100%	$760.4K	—	—	—
Kovack Advisors, Inc.	N/A	—	68,182	-68,182	-100%	$735.0K	—	—	—
Stifel Financial Corp	N/A	—	67,924	-67,924	-100%	$732.9K	—	—	—
Novak & Powell Financial Services, Inc.	N/A	—	60,166	-60,166	-100%	$649.2K	—	—	—
Talon Private Wealth, LLC	N/A	—	52,985	-52,985	-100%	$571.7K	—	—	—
CreativeOne Wealth, LLC	N/A	—	48,356	-48,356	-100%	$521.8K	—	—	—
Fortress Private Ledger, LLC	N/A	—	48,115	-48,115	-100%	$519.2K	—	—	—
Warner Group LLC	N/A	—	45,874	-45,874	-100%	$495.0K	—	—	—
WCG Wealth Advisors LLC	N/A	—	45,138	-45,138	-100%	$487.0K	—	—	—
Monetary Management Group Inc	N/A	—	44,700	-44,700	-100%	$482.3K	—	—	—
Dana Investment Advisors, Inc.	N/A	—	43,700	-43,700	-100%	$471.5K	—	—	—
Cresset Asset Management, LLC	N/A	—	42,668	-42,668	-100%	$463.2K	—	—	—
HighTower Advisors, LLC	N/A	—	41,800	-41,800	-100%	$451.0K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	41,653	-41,653	-100%	$449.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	41,622	-41,622	-100%	$449.1K	—	—	—
Savvy Advisors, Inc.	N/A	—	39,377	-39,377	-100%	$424.9K	—	—	—
Arax Advisory Partners	N/A	—	38,340	-38,340	-100%	$413.7K	—	—	—
Sanctuary Advisors, LLC	N/A	—	38,053	-38,053	-100%	$410.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	36,064	-36,064	-100%	$389.1K	—	—	—
Jacobi Capital Management LLC	N/A	—	35,100	-35,100	-100%	$378.7K	—	—	—
Balanced Wealth Group LLC	N/A	—	32,174	-32,174	-100%	$347.2K	—	—	—
Merit Financial Group, LLC	N/A	—	31,516	-31,516	-100%	$340.1K	—	—	—
Waverly Advisors, LLC	N/A	—	30,545	-30,545	-100%	$329.6K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	29,981	-29,981	-100%	$323.5K	—	—	—
Belpointe Asset Management LLC	N/A	—	27,249	-27,249	-100%	$294.0K	—	—	—
Maridea Wealth Management LLC	N/A	—	26,655	-26,655	-100%	$287.6K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	26,307	-26,307	-100%	$283.9K	—	—	—
First Commonwealth Financial Corp	N/A	—	25,018	-25,018	-100%	$269.9K	—	—	—
GWN Securities Inc.	N/A	—	23,398	-23,398	-100%	$252.5K	—	—	—
Stephens Inc	N/A	—	22,903	-22,903	-100%	$247.1K	—	—	—
HBK Sorce Advisory LLC	N/A	—	22,141	-22,141	-100%	$236.7K	—	—	—
Providence Capital Advisors, LLC	N/A	—	22,000	-22,000	-100%	$237.4K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	21,984	-21,984	-100%	$237.2K	—	—	—
Wealthspan Partners, LLC	N/A	—	21,599	-21,599	-100%	$233.1K	—	—	—
Calton & Associates, Inc.	N/A	—	21,318	-21,318	-100%	$230.0K	—	—	—
Zacks Investment Management	N/A	—	21,219	-21,219	-100%	$229.0K	—	—	—
Nicolet Bankshares Inc	N/A	—	21,179	-21,179	-100%	$230.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	20,620	-20,620	-100%	$222.5K	—	—	—
Franklin Resources Inc	N/A	—	20,390	-20,390	-100%	$220.0K	—	—	—
Sovereign Financial Group, Inc.	N/A	—	20,122	-20,122	-100%	$217.1K	—	—	—
Northern Trust Corp	N/A	—	19,845	-19,845	-100%	$214.1K	—	—	—
Fifth Third Bancorp	N/A	—	19,403	-19,403	-100%	$209.4K	—	—	—
Brookwood Investment Group LLC	N/A	—	18,920	-18,920	-100%	$204.1K	—	—	—
Webster Bank, N. A.	N/A	—	18,530	-18,530	-100%	$199.9K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	18,446	-18,446	-100%	$199.0K	—	—	—
Apriem Advisors	N/A	—	18,400	-18,400	-100%	$198.5K	—	—	—
IFG Advisory, LLC	N/A	—	17,931	-17,931	-100%	$193.5K	—	—	—
Summit Financial, LLC	N/A	—	17,768	-17,768	-100%	$192.9K	—	—	—
Allworth Financial LP	N/A	—	17,595	-17,595	-100%	$189.9K	—	—	—
Wealthquest Corp	N/A	—	17,500	-17,500	-100%	$188.8K	—	—	—
Colonial Trust Co / SC	N/A	—	17,497	-17,497	-100%	$188.8K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	16,961	-16,961	-100%	$183.3K	—	—	—
Modern Wealth Management, LLC	N/A	—	16,591	-16,591	-100%	$179.0K	—	—	—
Wealthspire Retirement, LLC	N/A	—	16,558	-16,558	-100%	$178.7K	—	—	—
Lifeworks Advisors, LLC	N/A	—	15,795	-15,795	-100%	$170.4K	—	—	—
Jane Street Group, LLC	N/A	—	15,201	-15,201	-100%	$164.0K	—	—	—
Hexagon Capital Partners LLC	N/A	—	15,000	-15,000	-100%	$161.9K	—	—	—
Basepoint Wealth LLC	N/A	—	14,750	-14,750	-100%	$159.2K	—	—	—
Mutual Advisors, LLC	N/A	—	14,609	-14,609	-100%	$157.6K	—	—	—
Coldstream Capital Management Inc	N/A	—	14,251	-14,251	-100%	$153.8K	—	—	—
EP Wealth Advisors, LLC	N/A	—	14,212	-14,212	-100%	$153.3K	—	—	—
Level Four Advisory Services, LLC	N/A	—	14,200	-14,200	-100%	$153.2K	—	—	—
OneAscent Financial Services LLC	N/A	—	13,923	-13,923	-100%	$150.2K	—	—	—
Western Wealth Management, LLC	N/A	—	13,890	-13,890	-100%	$149.9K	—	—	—
Essex Financial Services, Inc.	N/A	—	13,737	-13,737	-100%	$148.2K	—	—	—
UMB Bank, n.a.	N/A	—	13,550	-13,550	-100%	$146.2K	—	—	—
Stonebridge Financial Group, LLC	N/A	—	12,844	-12,844	-100%	$139.0K	—	—	—
Two Sigma Securities, LLC	N/A	—	12,427	-12,427	-100%	$134.1K	—	—	—
Snowden Capital Advisors LLC	N/A	—	11,473	-11,473	-100%	$124.2K	—	—	—
Composition Wealth, LLC	N/A	—	11,425	-11,425	-100%	$123.3K	—	—	—
AE Wealth Management LLC	N/A	—	11,353	-11,353	-100%	$122.5K	—	—	—
MAI Capital Management	N/A	—	10,993	-10,993	-100%	$118.6K	—	—	—
Wealthspire Advisors, LLC	N/A	—	10,869	-10,869	-100%	$117.3K	—	—	—
ST Germain D J Co Inc	N/A	—	10,400	-10,400	-100%	$112.2K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	9,985	-9,985	-100%	$107.7K	—	—	—
PIN OAK Investment Advisors Inc	N/A	—	9,750	-9,750	-100%	$105.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	9,457	-9,457	-100%	$102.0K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	8,599	-8,599	-100%	$92.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	8,348	-8,348	-100%	$90.1K	—	—	—
Colonial Trust Advisors	N/A	—	5,975	-5,975	-100%	$64.5K	—	—	—
Heritage Wealth Advisors	N/A	—	5,063	-5,063	-100%	$54.6K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	4,891	-4,891	-100%	$52.8K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	4,422	-4,422	-100%	$47.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	4,358	-4,358	-100%	$47.0K	—	—	—
Smithfield Trust Co	N/A	—	3,586	-3,586	-100%	$35	—	—	—
Russell Investments Group, Ltd.	N/A	—	3,431	-3,431	-100%	$37.0K	—	—	—
Crews Bank & Trust	N/A	—	3,338	-3,338	-100%	$36.0K	—	—	—
Anchor Investment Management, LLC	N/A	—	3,226	-3,226	-100%	$34.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,852	-2,852	-100%	$30.8K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	2,703	-2,703	-100%	$29.2K	—	—	—
Delta Asset Management LLC	N/A	—	2,606	-2,606	-100%	$28.1K	—	—	—
BFC Planning, Inc.	N/A	—	2,200	-2,200	-100%	$23.7K	—	—	—
Coston, McIsaac & Partners	N/A	—	2,185	-2,185	-100%	$23	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	2,000	-2,000	-100%	$21.6K	—	—	—
Marshall Investment Management, LLC	N/A	—	1,600	-1,600	-100%	$17.3K	—	—	—
Ameriflex Group, Inc.	N/A	—	1,500	-1,500	-100%	$16.2K	—	—	—
Central Trust Co	N/A	—	1,500	-1,500	-100%	$16.2K	—	—	—
Fortis Group Advisors, LLC	N/A	—	1,500	-1,500	-100%	$16.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,312	-1,312	-100%	$14.3K	—	—	—
Clearstead Advisors, LLC	N/A	—	949	-949	-100%	$10.2K	—	—	—
Dunhill Financial, LLC	N/A	—	894	-894	-100%	$9.6K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	857	-857	-100%	$9.2K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	743	-743	-100%	$8.0K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	640	-640	-100%	$6.9K	—	—	—
Hollencrest Capital Management	N/A	—	558	-558	-100%	$6.0K	—	—	—
Johnson Financial Group, Inc.	N/A	—	547	-547	-100%	$5.9K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	500	-500	-100%	$5.4K	—	—	—
Caitlin John, LLC	N/A	—	316	-316	-100%	$3.4K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	200	-200	-100%	$442.0K	—	—	—
Cbiz Investment Advisory Services, LLC	N/A	—	137	-137	-100%	$1.4K	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$11	—	—	—

Showing 341 of 341 institutions