DNPDNP SELECT INCOME FD INC
CUSIP 23325P104 · Yahoo Finance ↗ · Google Finance ↗
Dnp Select Income Fd Inc (DNP) has 329 institutional holders in Filings Flow’s 13F database, together reporting 41.01M shares worth $422M as of Q1 2026. The largest reported holders are Morgan Stanley, Royal Bank Of Canada, and Lpl Financial LLC.
Institutional Holders
329
Q1 2026
Reported Value
$422M
Ticker
DNP
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Kentucky Trust Co$191M AUM | 3.65% | $7M | 675.5K | Q1 2026 |
| Smith Asset Management Co., LLC$127M AUM | 3.55% | $4M | 401.9K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 1.55% | $13M | 1.23M | Q1 2026 |
| Alchemi Wealth, LLC$180M AUM | 1.43% | $3M | 249.8K | Q1 2026 |
| Owen LaRue, LLC$261M AUM | 1.33% | $3M | 336.9K | Q1 2026 |
| RDA Financial Network$459M AUM | 0.71% | $3M | 276.7K | Q1 2026 |
| Providence First Trust Co$284M AUM | 0.66% | $2M | 183.2K | Q1 2026 |
| Everstar Asset Management, LLC$188M AUM | 0.63% | $1M | 114.7K | Q1 2026 |
| Grey Ledge Advisors, LLC$443M AUM | 0.62% | $3M | 264.5K | Q1 2026 |
| Arlington Capital Management, Inc.$177M AUM | 0.60% | $1M | 102.5K | Q1 2026 |
| Carl P. Sherr & Co., LLC$213M AUM | 0.51% | $1M | 105.5K | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.42% | $6M | 544.2K | Q1 2026 |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.33% | $612,322 | 59.4K | Q1 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.30% | $853,347 | 82.8K | Q1 2026 |
| Alexander Randolph Advisory, Inc.$116M AUM | 0.26% | $304,077 | 29.5K | Q1 2026 |
| HOERTKORN RICHARD CHARLES$122M AUM | 0.26% | $319,300 | 31.0K | Q1 2026 |
| Westbourne Investment Advisors, Inc.$343M AUM | 0.25% | $872,410 | 84.7K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.25% | $8M | 728.9K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.25% | $3M | 319.2K | Q1 2026 |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.24% | $541,753 | 52.6K | Q1 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.24% | $766,523 | 74.4K | Q1 2026 |
| Vivaldi Capital Management LP$723M AUM | 0.22% | $2M | 152.2K | Q1 2026 |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.20% | $951,583 | 92.4K | Q1 2026 |
| J.M. Arbour, LLC$104M AUM | 0.19% | $202,879 | 19.7K | Q1 2026 |
| Commerce Advisors, LLC$119M AUM | 0.19% | $231,680 | 22.5K | Q1 2026 |
| American Financial Advisors, LLC$750M AUM | 0.19% | $1M | 137.5K | Q1 2026 |
| Resolute Wealth Strategies, LLC$232M AUM | 0.19% | $432,260 | 42.0K | Q1 2026 |
| Fjell Capital, LLC$130M AUM | 0.18% | $238,287 | 23.1K | Q1 2026 |
| Mueller Wealth, LLC$125M AUM | 0.18% | $222,991 | 21.6K | Q1 2026 |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.18% | $279,446 | 27.1K | Q1 2026 |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.17% | $550,590 | 53.5K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.17% | $2M | 240.2K | Q1 2026 |
| Virtue Capital Management, LLC$657M AUM | 0.16% | $1M | 102.1K | Q1 2026 |
| Warner Group LLC$153M AUM | 0.15% | $236,251 | 22.9K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.15% | $2M | 242.7K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.15% | $2M | 216.6K | Q1 2026 |
| Asset Planning,Inc$141M AUM | 0.15% | $209,375 | 20.3K | Q1 2026 |
| Align Financial, LLC$176M AUM | 0.14% | $242,781 | 23.6K | Q1 2026 |
| Bravias Capital Group, LLC$153M AUM | 0.14% | $206,156 | 20.6K | Q3 2025OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.14% | $530,439 | 51.5K | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 0.13% | $865,265 | 87.0K | Q4 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.13% | $3M | 335.3K | Q1 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.12% | $191,032 | 18.5K | Q1 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 0.12% | $188,820 | 18.0K | Q1 2026 |
| BALANCED WEALTH GROUP LLC$279M AUM | 0.12% | $325,184 | 31.6K | Q1 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 0.11% | $206,000 | 20.0K | Q1 2026 |
| LCM Capital Management Inc$199M AUM | 0.11% | $218,741 | 21.2K | Q1 2026 |
| AMES NATIONAL CORP$167M AUM | 0.11% | $179,820 | 18.0K | Q4 2025OLDER |
| EDMP, INC.$124M AUM | 0.10% | $126,351 | 12.3K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.10% | $6M | 596.3K | Q1 2026 |
| Harpswell Capital Advisors, LLC$134M AUM | 0.10% | $100,100 | 10.0K | Q3 2025OLDER |
| Semus Wealth Partners LLC$179M AUM | 0.09% | $134,632 | 13.8K | Q2 2025OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.09% | $315,264 | 30.3K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.08% | $2M | 222.9K | Q4 2025OLDER |
| IRON Financial LLC$229M AUM | 0.08% | $186,807 | 18.1K | Q1 2026 |
| Basepoint Wealth LLC$175M AUM | 0.08% | $141,780 | 13.8K | Q1 2026 |
| Aviance Capital Partners, LLC$854M AUM | 0.08% | $672,416 | 65.3K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.08% | $452,247 | 43.9K | Q1 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 0.08% | $150,792 | 14.6K | Q1 2026 |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.08% | $222,191 | 21.6K | Q1 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.08% | $470,446 | 43.5K | Q1 2026 |
| PIN OAK INVESTMENT ADVISORS INC$141M AUM | 0.07% | $101,000 | 9.8K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.07% | $909,758 | 92.9K | Q2 2025OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.07% | $530,786 | 51.5K | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.07% | $243,111 | 23.6K | Q1 2026 |
| Bay Capital Advisors, LLC$162M AUM | 0.07% | $113,886 | 11.4K | Q4 2025OLDER |
| BNB Wealth Management, LLC$156M AUM | 0.07% | $104,146 | 10.4K | Q4 2025OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.07% | $192,767 | 19.3K | Q4 2025OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.06% | $154,006 | 15.0K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.06% | $1M | 99.4K | Q1 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 0.06% | $103,000 | 10.0K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.06% | $526,202 | 50.2K | Q1 2026 |
| Two West Capital Advisors LLC$189M AUM | 0.06% | $102,669 | 10.0K | Q3 2025OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.06% | $136,630 | 13.3K | Q1 2026 |
| CARDEROCK CAPITAL MANAGEMENT INC$456M AUM | 0.06% | $243,121 | 23.6K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.06% | $710,805 | 69.0K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.06% | $848,660 | 82.4K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.06% | $5M | 453.7K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.06% | $2M | 240.7K | Q1 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.06% | $161,082 | 14.9K | Q3 2025OLDER |
| Financial Strategies Group, Inc.$598M AUM | 0.06% | $306,487 | 31.1K | Q4 2025OLDER |
| Main Street Group, LTD$340M AUM | 0.05% | $186,501 | 18.1K | Q1 2026 |
| Greenfield Savings Bank$264M AUM | 0.05% | $127,127 | 12.7K | Q3 2025OLDER |
| GEM Asset Management, LLC$227M AUM | 0.05% | $114,149 | 11.1K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.05% | $125,772 | 12.2K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.05% | $245,383 | 23.8K | Q1 2026 |
| Vivid Wealth Management, LLC$247M AUM | 0.05% | $115,632 | 11.2K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.05% | $993,011 | 96.4K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.05% | $600,840 | 58.3K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.05% | $80,804 | 8.1K | Q4 2025OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 0.04% | $177,778 | 17.3K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.04% | $206,000 | 20.0K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.04% | $835,176 | 81.1K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.04% | $243,162 | 23.6K | Q1 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.04% | $257,685 | 25.0K | Q1 2026 |
| LongView Wealth Management$390M AUM | 0.04% | $156,875 | 15.0K | Q1 2026 |
| Fruth Investment Management$401M AUM | 0.04% | $150,000 | 14.7K | Q1 2026 |
| Providence Capital Advisors, LLC$613M AUM | 0.04% | $226,600 | 22.0K | Q1 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.04% | $115,854 | 11.2K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.04% | $675,401 | 65.9K | Q1 2026 |
| Hudock, Inc.$680M AUM | 0.04% | $239,372 | 23.2K | Q1 2026 |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.03% | $249,795 | 24.9K | Q3 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.03% | $1M | 102.8K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.03% | $117,626 | 11.4K | Q1 2026 |
| Suncoast Equity Management$833M AUM | 0.03% | $290,306 | 28.2K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.03% | $239,013 | 23.2K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $1M | 108.4K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $21M | 2.08M | Q1 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.03% | $1M | 103.4K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.03% | $2M | 163.2K | Q1 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.03% | $108,665 | 10.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 225.1K | Q1 2026 |
| HILL ISLAND FINANCIAL LLC$412M AUM | 0.03% | $109,657 | 11.2K | Q2 2025OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.03% | $63,063 | 6.3K | Q3 2025OLDER |
| HARVEY INVESTMENT CO LLC$909M AUM | 0.03% | $269,000 | 26.1K | Q1 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.03% | $40,278 | 3.9K | Q1 2026 |
| SMI Advisory Services, LLC$617M AUM | 0.03% | $176,855 | 17.2K | Q1 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.03% | $142,140 | 13.8K | Q1 2026 |
| One Charles Private Wealth Services, LLC$400M AUM | 0.03% | $110,889 | 11.1K | Q4 2025OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.03% | $49,182 | 4.8K | Q1 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.03% | $52,383 | 4.9K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.03% | $2M | 195.7K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 0.03% | $211,375 | 20.5K | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 0.03% | $131,480 | 12.8K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $188,210 | 18.3K | Q1 2026 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 0.03% | $64,166 | 6.5K | Q2 2025OLDER |
| Berman McAleer LLC$733M AUM | 0.03% | $183,556 | 17.8K | Q1 2026 |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 0.02% | $51,500 | 5.0K | Q1 2026 |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.02% | $27,822 | 2.8K | Q4 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.02% | $180,219 | 17.5K | Q1 2026 |
| GRIES FINANCIAL LLC$633M AUM | 0.02% | $147,107 | 14.7K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 145.2K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.02% | $79,203 | 7.7K | Q1 2026 |
| Hexagon Capital Partners LLC$683M AUM | 0.02% | $154,500 | 15.0K | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.02% | $251,320 | 24.4K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $303,555 | 29.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.02% | $9M | 831.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $16M | 1.53M | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.02% | $60,050 | 6.0K | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $783,514 | 76.0K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $744,366 | 72.3K | Q1 2026 |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.02% | $186,882 | 18.1K | Q1 2026 |
| Lifeworks Advisors, LLC$779M AUM | 0.02% | $159,749 | 15.5K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $279,264 | 27.1K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $358,374 | 34.8K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.02% | $329,445 | 32.0K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.02% | $161,568 | 16.2K | Q4 2025OLDER |
| Axiom Investment Management LLC$131M AUM | 0.02% | $25,297 | 2.5K | Q1 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.02% | $2M | 183.0K | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.02% | $190,859 | 18.5K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 114.9K | Q4 2025OLDER |
| Apriem Advisors$1.0B AUM | 0.02% | $179,220 | 17.4K | Q1 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.02% | $321,360 | 31.2K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.02% | $965,862 | 93.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $16M | 1.53M | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.02% | $309,771 | 29.9K | Q1 2026 |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.02% | $242,694 | 24.2K | Q4 2025OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.02% | $340,061 | 33.0K | Q1 2026 |
| COHEN & STEERS, INC.$57.6B AUM | 0.02% | $9M | 891.8K | Q1 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.02% | $20,600 | 2.0K | Q1 2026 |
| First National Advisers, LLC$683M AUM | 0.02% | $111,848 | 11.2K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $129,275 | 12.6K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 131.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $10M | 969.3K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $385,045 | 37.4K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.01% | $154,515 | 15.0K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 0.01% | $171,672 | 16.7K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $306,243 | 29.7K | Q1 2026 |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.01% | $450,110 | 43.7K | Q1 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 0.01% | $133,521 | 13.0K | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.01% | $312,399 | 30.3K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $464,921 | 45.1K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $120,120 | 12.0K | Q3 2025OLDER |
| Welch Group, LLC$2.7B AUM | 0.01% | $309,980 | 31.0K | Q3 2025OLDER |
| CHELSEA COUNSEL CO$225M AUM | 0.01% | $25,913 | 2.5K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.01% | $122,601 | 11.9K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $495,008 | 48.1K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 181.9K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $904,598 | 87.8K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $18,482 | 1.9K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $405,554 | 39.4K | Q1 2026 |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.01% | $209,646 | 20.4K | Q1 2026 |
| City State Bank$385M AUM | 0.01% | $41,200 | 4.0K | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.01% | $108,640 | 10.5K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $280,590 | 27.2K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.01% | $88,828 | 8.6K | Q1 2026 |
| Investors Research Corp$523M AUM | 0.01% | $52,448 | 5.1K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $4M | 381.8K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.01% | $74,696 | 7.3K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $542,175 | 54.3K | Q4 2025OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.01% | $24,205 | 2.4K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.01% | $249,286 | 24.3K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 114.1K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.01% | $114,742 | 11.1K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $772,478 | 75.0K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.01% | $41,200 | 4.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $33M | 3.16M | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $741,233 | 72.0K | Q1 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.01% | $27,841 | 2.7K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 167.4K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.01% | $2M | 161.1K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $140,957 | 13.7K | Q1 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.01% | $16,480 | 1.6K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $402,617 | 39.1K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $15,450 | 1.5K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 143.3K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.01% | $141,357 | 13.7K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $216,656 | 21.7K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $774,303 | 75.5K | Q1 2026 |
| Performance Wealth Partners, LLC$3.4B AUM | 0.01% | $228,303 | 23.3K | Q2 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $113,913 | 11.1K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $1M | 126.7K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $172,629 | 17.2K | Q3 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $136,695 | 13.3K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $313,117 | 29.5K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $302,260 | 30.8K | Q2 2025OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.01% | $79,856 | 7.8K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.01% | $12,108 | 1.2K | Q4 2025OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.01% | $19,980 | 2.0K | Q4 2025OLDER |
| Wealthquest Corp$2.7B AUM | 0.01% | $174,825 | 17.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 161.4K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $221,275 | 21.5K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $66,950 | 6.5K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.01% | $120,840 | 11.7K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $33M | 3.23M | Q1 2026 |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.01% | $105,832 | 10.6K | Q4 2025OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.01% | $92,280 | 9.2K | Q3 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $1M | 135.0K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $18,550 | 1.8K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.01% | $141,000 | 14.1K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $143,067 | 13.9K | Q1 2026 |
| ADIRONDACK TRUST CO$336M AUM | 0.01% | $15,450 | 1.5K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $277,751 | 27.0K | Q1 2026 |
| EQUITABLE TRUST CO$2.2B AUM | 0.01% | $110,138 | 10.7K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $39,160 | 4.0K | Q2 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $406,605 | 39.5K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.00% | $34,381 | 3.3K | Q1 2026 |
| Coston, McIsaac & Partners$443M AUM | 0.00% | $22,000 | 2.2K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.00% | $139,860 | 14.0K | Q4 2025OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $7,653 | 743 | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $45,547 | 4.4K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 169.9K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.00% | $146,260 | 14.2K | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.00% | $102,526 | 10.5K | Q2 2025OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $61,543 | 6.0K | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.00% | $19,414 | 2.0K | Q2 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $167,025 | 16.2K | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.00% | $37,217 | 3.7K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $62,315 | 6.0K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.00% | $234,658 | 21.9K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.00% | $110,026 | 11.0K | Q3 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $6,190 | 601 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $41,200 | 4.0K | Q1 2026 |
| CWA Asset Management Group, LLC$2.9B AUM | 0.00% | $106,006 | 10.8K | Q2 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $56,393 | 5.5K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $107,120 | 10.4K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $79,064 | 7.7K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $625,691 | 60.7K | Q1 2026 |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $7,732 | 774 | Q4 2025OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.00% | $187,618 | 18.8K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $239,117 | 23.2K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.00% | $117,374 | 11.7K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $12M | 1.15M | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.00% | $111,822 | 10.9K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.00% | $128,106 | 12.4K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $6,592 | 640 | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $78,651 | 7.6K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 242.9K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.00% | $122,628 | 11.8K | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.00% | $171,444 | 16.6K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 175.7K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $148,413 | 14.4K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $174,338 | 17.0K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $100,889 | 9.8K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $49,605 | 4.8K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $235,901 | 22.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $452,397 | 45.3K | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $20,032 | 2.0K | Q2 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.00% | $107,546 | 10.1K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.00% | $222,676 | 21.6K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $33,228 | 3.2K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $15M | 1.43M | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $24,287 | 2.3K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $14,985 | 1.5K | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $269,180 | 26.1K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $8,521 | 853 | Q4 2025OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.00% | $6,633 | 644 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $4M | 372.3K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $150,662 | 14.7K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $205,465 | 19.8K | Q1 2026 |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $26,842 | 2.6K | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.00% | $128,875 | 12.9K | Q4 2025OLDER |
| MORGAN STANLEY$1.66T AUM | 0.00% | $39M | 3.77M | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $313,182 | 30.4K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $183,381 | 17.7K | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 0.00% | $5,717 | 555 | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $309,816 | 30.1K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $164,258 | 15.9K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $125,900 | 11.7K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $382,848 | 37.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $564,895 | 54.8K | Q1 2026 |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $52,149 | 5.1K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $59,073 | 5.7K | Q1 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.00% | $5,005 | 500 | Q3 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $3,255 | 316 | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $165,892 | 16.1K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $441,744 | 42.6K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $146,493 | 14.2K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $129,265 | 12.6K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $218,556 | 21.2K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $35,988 | 3.5K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.00% | $108,798 | 10.6K | Q1 2026 |
| Kimelman & Baird, LLC$1.2B AUM | 0.00% | $20,600 | 2.0K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $109,376 | 10.6K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $47,945 | 4.8K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $903,832 | 87.8K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $43,803 | 4.3K | Q1 2026 |
| Smithfield Trust Co$2.3B AUM | 0.00% | $34,000 | 3.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 122.6K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $135,592 | 13.2K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $62,047 | 6.0K | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $13,638 | 1.3K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $163,811 | 15.9K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $376,000 | 37.7K | Q3 2025OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.00% | $4,130 | 401 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $20,600 | 2.0K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $9,950 | 966 | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $135,814 | 13.6K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $57,752 | 5.6K | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.00% | $2,284 | 233 | Q2 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 92.8K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $15,450 | 1.5K | Q1 2026 |
| PrairieView Partners, LLC$1.0B AUM | 0.00% | $12,000 | 1.3K | Q2 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $2,335 | 233 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $17,017 | 1.7K | Q3 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $84,076 | 8.6K | Q2 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $21,329 | 2.1K | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $15,120 | 1.5K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $755,464 | 73.3K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $91,413 | 8.9K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $472,000 | 45.8K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $439,686 | 42.7K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $5,150 | 500 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $110,989 | 10.8K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $13,013 | 1.3K | Q3 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $231,493 | 22.5K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $578,110 | 56.1K | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $3,166 | 307 | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $141,386 | 13.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $11M | 1.05M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 500.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 273.2K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $173,703 | 16.9K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $334,980 | 32.6K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $255,811 | 24.8K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $118,378 | 11.5K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $6,933 | 694 | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,202 | 220 | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $144,111 | 14.4K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $388,297 | 37.7K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $310,273 | 30.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $581,883 | 56.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $496,810 | 48.2K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $29,458 | 2.9K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $848,441 | 82.4K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $28,171 | 2.7K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $131,665 | 12.8K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $341,317 | 33.1K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $13,435 | 1.3K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $20,600 | 2.0K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $2,225 | 216 | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $137,130 | 13.6K | Q4 2025OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $145,674 | 14.6K | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $1,030 | 100 | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $7,909 | 785 | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $2,472 | 240 | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $17,107 | 1.7K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $972,410 | 94.4K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $5,645 | 548 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $40,831 | 4.0K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $8,269 | 803 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $213,056 | 20.7K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $251,061 | 25.1K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $723,596 | 70.3K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 138.9K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $9,775 | 949 | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $4,120 | 400 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $436,027 | 44.5K | Q2 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $999 | 100 | Q4 2025OLDER |
| CX Institutional$3.5B AUM | 0.00% | $2,000 | 208 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,957 | 190 | Q1 2026 |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $1,411 | 137 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $210,017 | 20.4K | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $1,001 | 100 | Q3 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $124,506 | 12.1K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $35,339 | 3.4K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $22,129 | 2.2K | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $204,404 | 19.8K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $13,040 | 1.3K | Q1 2026 |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $85 | 8 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $167,674 | 16.3K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $2,174 | 211 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $44,887 | 4.4K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $342,043 | 34.9K | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $13,314 | 1.3K | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.00% | $10 | 1 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $154 | 15 | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $200 | 20 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.