First Trust NYSE Arca Biotechnology Index Fund(FBT)

$267.06—Stale · unknown old

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First Trust NYSE Arca Biotechnology Index Fund(FBT)

NYSE • Last print unknown ago

$267.06—Stale · unknown old

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FBT(FBT)

FBT

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Institutional Ownership

Top 469 Institutional Holders

Holder	Shares	Date	Change	% Held
FIRST TRUST ADVISORS LP	3.39M	Jun 30, 26	-126.37K	54.44%
MORGAN STANLEY	545.44K	Jun 30, 26	+11.24K	8.76%
WELLS FARGO & COMPANY/MN	444.33K	Jun 30, 26	+18.12K	7.14%
LPL Financial LLC	258.71K	Jun 30, 26	-36.97K	4.16%
RAYMOND JAMES FINANCIAL INC	221.36K	Jun 30, 26	+18.48K	3.56%
ROYAL BANK OF CANADA	210.35K	Jun 30, 26	+10.37K	3.38%
BANK OF AMERICA CORP /DE/	209.09K	Jun 30, 26	+8.13K	3.36%
UBS Group AG	205.51K	Jun 30, 26	+145	3.30%
BESSEMER GROUP INC	137.99K	Jun 30, 26	+137.99K	2.22%
Berger Financial Group, Inc	102.35K	Jun 30, 26	-2.05K	1.64%
Nilsine Partners, LLC	97.22K	Jun 30, 26	+2.14K	1.56%
STIFEL FINANCIAL CORP	91.24K	Jun 30, 26	+22.26K	1.47%
TWO SIGMA INVESTMENTS, LP	89.20K	Jun 30, 26	+45.50K	1.43%
WCG Wealth Advisors LLC	83.49K	Jun 30, 26	+9.15K	1.34%
WILEY BROS.-AINTREE CAPITAL, LLC	77.15K	Jun 30, 26	-1.26K	1.24%
AMERIPRISE FINANCIAL INC	75.53K	Jun 30, 26	+6.13K	1.21%
Advisory Services Network, LLC	71.81K	Jun 30, 26	-3.62K	1.15%
Summit Financial, LLC	66.64K	Jun 30, 26	+41.84K	1.07%
NewEdge Advisors, LLC	66.41K	Jun 30, 26	+3.88K	1.07%
Janney Montgomery Scott LLC	63.19K	Jun 30, 26	-2.07K	1.02%
ENVESTNET ASSET MANAGEMENT INC	62.40K	Jun 30, 26	-64.59K	1.00%
TRUIST FINANCIAL CORP	56.84K	Jun 30, 26	+2.69K	0.91%
ADVISOR GROUP HOLDINGS, INC.	54.79K	Jun 30, 26	+2.06K	0.88%
Csenge Advisory Group	49.20K	Jun 30, 26	+17.58K	0.79%
NewSquare Capital LLC	49.04K	Jun 30, 26	+8.15K	0.79%
Cetera Investment Advisers	48.52K	Jun 30, 26	-17.78K	0.78%
D.A. DAVIDSON & CO.	47.98K	Jun 30, 26	-5.04K	0.77%
TD Waterhouse Canada Inc.	47.34K	Jun 30, 26	+6.24K	0.76%
BENJAMIN EDWARDS INC	46.03K	Jun 30, 26	-12.17K	0.74%
Cambridge Investment Research Advisors, Inc.	42.53K	Jun 30, 26	-9.53K	0.68%
Modern Wealth Management, LLC	40.41K	Jun 30, 26	-1.38K	0.65%
DAYMARK WEALTH PARTNERS, LLC	31.62K	Jun 30, 26	-2.22K	0.51%
Baird Financial Group, Inc.	31.59K	Jun 30, 26	-2.69K	0.51%
Pensionmark Financial Group, LLC	29.27K	Jun 30, 26	-461	0.47%
Integrated Wealth Concepts LLC	29.10K	Jun 30, 26	-87	0.47%
COMMONWEALTH EQUITY SERVICES, LLC	28.73K	Jun 30, 26	+1.35K	0.46%
Hartford Financial Management Inc.	26.82K	Jun 30, 26	-1.13K	0.43%
Arlington Financial Advisors, LLC	26.38K	Jun 30, 26	-737	0.42%
ASSETMARK, INC	24.44K	Jun 30, 26	-30.78K	0.39%
RPG Investment Advisory, LLC	23.11K	Jun 30, 26	-79	0.37%
Kestra Advisory Services, LLC	20.53K	Jun 30, 26	-1.76K	0.33%
HighTower Advisors, LLC	20.05K	Jun 30, 26	+255	0.32%
OPPENHEIMER & CO INC	19.29K	Jun 30, 26	+9.54K	0.31%
JPMORGAN CHASE & CO	19.28K	Jun 30, 26	+5.25K	0.31%
JANE STREET GROUP, LLC	16.16K	Jun 30, 26	+16.16K	0.26%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	14.90K	Jun 30, 26	+251	0.24%
Rockefeller Capital Management L.P.	14.11K	Jun 30, 26	-27	0.23%
SFI Advisors, LLC	13.96K	Jun 30, 26	-102	0.22%
CITIGROUP INC	13.60K	Jun 30, 26	-163	0.22%
IFP Advisors, Inc	13.37K	Jun 30, 26	+279	0.21%
Proactive Wealth Strategies LLC	13.15K	Jun 30, 26	-946	0.21%
JONES FINANCIAL COMPANIES LLLP	12.21K	Jun 30, 26	+1.03K	0.20%
D. E. Shaw & Co., Inc.	11.28K	Jun 30, 26	+5.47K	0.18%
Holistic Financial Partners	11.07K	Jun 30, 26	-8.14K	0.18%
JUNCTURE WEALTH STRATEGIES, LLC	10.95K	Jun 30, 26	+537	0.18%
Davis Investment Partners, LLC	10.86K	Jun 30, 26	-662	0.17%
TriaGen Wealth Management LLC	10.45K	Jun 30, 26	+4.50K	0.17%
BROWN ADVISORY INC	10.39K	Jun 30, 26	--	0.17%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	10.05K	Jun 30, 26	-22.16K	0.16%
MERCER GLOBAL ADVISORS INC /ADV	9.70K	Jun 30, 26	-9.78K	0.16%
Private Advisor Group, LLC	9.56K	Jun 30, 26	-479	0.15%
Beacon Pointe Advisors, LLC	9.37K	Jun 30, 26	+1.78K	0.15%
Texas Yale Capital Corp.	9.30K	Jun 30, 26	--	0.15%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9.06K	Jun 30, 26	+282	0.15%
Wright Fund Management, LLC	8.93K	Jun 30, 26	+8.93K	0.14%
Ancora Advisors, LLC	8.83K	Jun 30, 26	-308	0.14%
Clear Harbor Asset Management, LLC	8.80K	Jun 30, 26	--	0.14%
Quad-Cities Investment Group, LLC	8.78K	Jun 30, 26	+166	0.14%
HRT FINANCIAL LP	8.76K	Jun 30, 26	+8.76K	0.14%
SNS Financial Group, LLC	8.64K	Jun 30, 26	+8.64K	0.14%
NAVELLIER & ASSOCIATES INC	8.64K	Jun 30, 26	+1.96K	0.14%
Cyndeo Wealth Partners, LLC	8.46K	Jun 30, 26	+961	0.14%
KESTRA PRIVATE WEALTH SERVICES, LLC	8.39K	Jun 30, 26	+100	0.13%
MML INVESTORS SERVICES, LLC	8.24K	Jun 30, 26	-4.96K	0.13%
Ethos Financial Group, LLC	7.80K	Jun 30, 26	+7.80K	0.13%
MAI Capital Management	7.63K	Jun 30, 26	-381	0.12%
PACIFIC SUN FINANCIAL CORP	7.44K	Jun 30, 26	-10	0.12%
Snowden Capital Advisors LLC	7.12K	Jun 30, 26	-9	0.11%
Farther Finance Advisors, LLC	6.93K	Jun 30, 26	+75	0.11%
NFP Retirement, Inc.	6.72K	Jun 30, 26	+6.72K	0.11%
Kovack Advisors, Inc.	5.97K	Jun 30, 26	-93	0.10%
HARBOUR INVESTMENTS, INC.	5.61K	Jun 30, 26	-1.38K	0.09%
Financial Enhancement Group LLC	5.57K	Jun 30, 26	-123	0.09%
CITADEL ADVISORS LLC	5.36K	Jun 30, 26	+5.36K	0.09%
Mutual Advisors, LLC	5.29K	Jun 30, 26	-190	0.08%
BARCLAYS PLC	5.29K	Jun 30, 26	--	0.08%
TRUST CO OF OKLAHOMA	5.18K	Jun 30, 26	+1.55K	0.08%
Stablepoint Partners, LLC	5.14K	Jun 30, 26	+210	0.08%
BlackRock, Inc.	5.07K	Jun 30, 26	+654	0.08%
AE Wealth Management LLC	4.98K	Jun 30, 26	-5.97K	0.08%
Western Wealth Management, LLC	4.91K	Jun 30, 26	+150	0.08%
RFG Advisory, LLC	4.87K	Jun 30, 26	+2.98K	0.08%
IAMS WEALTH MANAGEMENT, LLC	4.85K	Jun 30, 26	+59	0.08%
Signal Advisors Wealth, LLC	4.80K	Jun 30, 26	+4.80K	0.08%
McKinley Carter Wealth Services, Inc.	4.77K	Jun 30, 26	-4	0.08%
Cerity Partners LLC	4.74K	Jun 30, 26	+589	0.08%
NewEdge Wealth, LLC	4.57K	Jun 30, 26	-3.87K	0.07%
GENTRY PRIVATE WEALTH, LLC	4.48K	Jun 30, 26	--	0.07%
GoalVest Advisory LLC	4.48K	Jun 30, 26	--	0.07%
Dynamic Advisor Solutions LLC	4.25K	Jun 30, 26	+3.05K	0.07%
Pinnacle Family Advisors, LLC	4.21K	Jun 30, 26	+171	0.07%
LAKE STREET FINANCIAL LLC	4.18K	Jun 30, 26	+490	0.07%
Robertson Stephens Wealth Management, LLC	4.14K	Jun 30, 26	-16	0.07%
PINNACLE ASSOCIATES LTD	4.13K	Jun 30, 26	-149	0.07%
CI Private Wealth, LLC	4.02K	Jun 30, 26	+4.02K	0.06%
PKS Advisory Services, LLC	4.00K	Jun 30, 26	+1.77K	0.06%
CIBC WORLD MARKET INC.	3.96K	Jun 30, 26	+601	0.06%
CPR Investments Inc.	3.96K	Jun 30, 26	+2.89K	0.06%
Forefront Wealth Partners, LLC	3.95K	Jun 30, 26	-941	0.06%
Apollon Wealth Management, LLC	3.87K	Jun 30, 26	-319	0.06%
Adviser Investments LLC	3.76K	Jun 30, 26	--	0.06%
Garden State Investment Advisory Services LLC	3.72K	Jun 30, 26	+1.16K	0.06%
CAPTRUST FINANCIAL ADVISORS	3.70K	Jun 30, 26	--	0.06%
1ST SOURCE BANK	3.67K	Jun 30, 26	--	0.06%
FLAGSTAR ADVISORS INC.	3.65K	Jun 30, 26	--	0.06%
Creative Planning	3.59K	Jun 30, 26	-586	0.06%
Gimbal Financial	3.59K	Jun 30, 26	+3.59K	0.06%
Steward Partners Investment Advisory, LLC	3.58K	Jun 30, 26	+1.04K	0.06%
Meridian Wealth Management, LLC	3.50K	Jun 30, 26	--	0.06%
Keating Financial Advisory Services, Inc.	3.47K	Jun 30, 26	-106	0.06%
Morey & Quinn Wealth Partners, LLC	3.45K	Jun 30, 26	--	0.06%
B. Riley Wealth Advisors, Inc.	3.43K	Jun 30, 26	-130	0.06%
LEVEL FOUR ADVISORY SERVICES, LLC	3.34K	Jun 30, 26	-27	0.05%
Essential Investment Partners LLC	3.32K	Jun 30, 26	--	0.05%
First Heartland Consultants, Inc.	3.29K	Jun 30, 26	+191	0.05%
Gateway Wealth Partners, LLC	3.24K	Jun 30, 26	-16.41K	0.05%
Prospera Financial Services Inc	3.24K	Jun 30, 26	-6.33K	0.05%
IFG Advisory, LLC	3.20K	Jun 30, 26	+3.20K	0.05%
Oder Investment Management, LLC	3.16K	Jun 30, 26	--	0.05%
Coastal Investment Advisors, Inc.	3.16K	Jun 30, 26	+4	0.05%
MinichMacGregor Wealth Management, LLC	3.15K	Jun 30, 26	-293	0.05%
HFG Advisors, Inc.	3.15K	Jun 30, 26	+20	0.05%
Dale Q Rice Investment Management Ltd	3.03K	Jun 30, 26	-67	0.05%
Belpointe Asset Management LLC	3.03K	Jun 30, 26	+315	0.05%
Englebert Financial Advisers, LLC	2.98K	Jun 30, 26	-24	0.05%
Prosperity Consulting Group, LLC	2.93K	Jun 30, 26	-150	0.05%
Gladstone Institutional Advisory LLC	2.84K	Jun 30, 26	-80	0.05%
Tudor Financial Inc.	2.83K	Jun 30, 26	-573	0.05%
Sound Income Strategies, LLC	2.81K	Jun 30, 26	-71	0.05%
APS Management Group, Inc.	2.78K	Jun 30, 26	+134	0.04%
Pine Valley Investments Ltd Liability Co	2.75K	Jun 30, 26	-173	0.04%
HBW Advisory Services LLC	2.72K	Jun 30, 26	+68	0.04%
WBI INVESTMENTS, INC.	2.71K	Jun 30, 26	+47	0.04%
WEALTH EFFECTS LLC	2.69K	Jun 30, 26	+100	0.04%
BIP Wealth, LLC	2.67K	Jun 30, 26	-5.70K	0.04%
Mount Yale Investment Advisors, LLC	2.61K	Jun 30, 26	+2.61K	0.04%
Vestmark Advisory Solutions, Inc.	2.61K	Jun 30, 26	+2.61K	0.04%
Maia Wealth LLC	2.60K	Jun 30, 26	-314	0.04%
FMR LLC	2.47K	Jun 30, 26	+179	0.04%
Quantum Private Wealth, LLC	2.46K	Jun 30, 26	-850	0.04%
Regal Investment Advisors LLC	2.44K	Jun 30, 26	+2.44K	0.04%
Diversified Enterprises, LLC	2.42K	Jun 30, 26	--	0.04%
GREAT VALLEY ADVISOR GROUP, INC.	2.40K	Jun 30, 26	-74	0.04%
Waverly Advisors, LLC	2.37K	Jun 30, 26	-126	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	2.36K	Jun 30, 26	-203	0.04%
Sanibel Captiva Trust Company, Inc.	2.32K	Jun 30, 26	--	0.04%
Merit Financial Group, LLC	2.32K	Jun 30, 26	-2.33K	0.04%
TritonPoint Partners, LLC	2.28K	Jun 30, 26	+2.28K	0.04%
TRITONPOINT WEALTH, LLC	2.28K	Jun 30, 26	--	0.04%
Formidable Asset Management, LLC	2.28K	Jun 30, 26	+589	0.04%
Kingsview Wealth Management, LLC	2.18K	Jun 30, 26	+2.18K	0.04%
Koshinski Asset Management, Inc.	2.14K	Jun 30, 26	-35	0.03%
Pinnacle Financial Partners, Inc.	2.04K	Jun 30, 26	-7	0.03%
Arkadios Wealth Advisors	2.02K	Jun 30, 26	+175	0.03%
American Financial Advisors, LLC	2.00K	Jun 30, 26	-17	0.03%
Clear Creek Financial Management, LLC	1.98K	Jun 30, 26	--	0.03%
Concurrent Investment Advisors, LLC	1.97K	Jun 30, 26	-273	0.03%
TWIN PEAKS WEALTH ADVISORS, LLC	1.90K	Jun 30, 26	-28	0.03%
IHT Wealth Management, LLC	1.89K	Jun 30, 26	-45	0.03%
Resources Investment Advisors, LLC.	1.86K	Jun 30, 26	+217	0.03%
Torrey Growth & Income Advisors	1.85K	Jun 30, 26	+1.85K	0.03%
Fortis Capital Advisors, LLC	1.83K	Jun 30, 26	+315	0.03%
WealthBridge Capital Management, LLC	1.77K	Jun 30, 26	+1.77K	0.03%
PERRYMAN FINANCIAL ADVISORY INC /AD	1.74K	Jun 30, 26	--	0.03%
TSFG, LLC	1.72K	Jun 30, 26	+525	0.03%
Quantinno Capital Management LP	1.68K	Jun 30, 26	+1.68K	0.03%
TITLEIST ASSET MANAGEMENT, LLC	1.66K	Jun 30, 26	-25	0.03%
THRIVENT FINANCIAL FOR LUTHERANS	1.66K	Jun 30, 26	+1.66K	0.03%
EdgeRock Capital LLC	1.66K	Jun 30, 26	-39	0.03%
Sequoia Financial Advisors, LLC	1.63K	Jun 30, 26	--	0.03%
Claro Advisors LLC	1.62K	Jun 30, 26	+1.62K	0.03%
TBH Global Asset Management, LLC	1.61K	Jun 30, 26	+1.61K	0.03%
Shepherd Financial Partners LLC	1.53K	Jun 30, 26	--	0.02%
Sowell Financial Services LLC	1.53K	Jun 30, 26	-588	0.02%
Kingstone Capital Partners Texas, LLC	1.52K	Jun 30, 26	--	0.02%
Novak & Powell Financial Services, Inc.	1.51K	Jun 30, 26	--	0.02%
Fortune Financial Group, Inc.	1.50K	Jun 30, 26	+120	0.02%
STEPHENS INC /AR/	1.49K	Jun 30, 26	--	0.02%
Nvest Financial, LLC	1.49K	Jun 30, 26	+1.49K	0.02%
WealthCare Investment Partners, LLC	1.47K	Jun 30, 26	-3	0.02%
Sigma Planning Corp	1.46K	Jun 30, 26	+1.46K	0.02%
SUMMIT WEALTH GROUP LLC / CO	1.44K	Jun 30, 26	-259	0.02%
Jacobi Capital Management LLC	1.40K	Jun 30, 26	--	0.02%
COZAD ASSET MANAGEMENT INC	1.34K	Jun 30, 26	--	0.02%
Stonebridge Financial Group, LLC	1.32K	Jun 30, 26	+1.32K	0.02%
Van Diest Capital, LLC	1.31K	Jun 30, 26	+1.31K	0.02%
HF Advisory Group, LLC	1.27K	Jun 30, 26	+60	0.02%
MONETA GROUP INVESTMENT ADVISORS LLC	1.21K	Jun 30, 26	-9	0.02%
Sequent Planning LLC	1.19K	Jun 30, 26	+44	0.02%
FIFTH THIRD BANCORP	1.19K	Jun 30, 26	-220	0.02%
Clearstead Advisors, LLC	1.18K	Jun 30, 26	--	0.02%
Mariner, LLC	1.17K	Jun 30, 26	-152	0.02%
RDA Financial Network	1.14K	Jun 30, 26	-38	0.02%
BETO FINANCIAL GROUP, LLC	1.14K	Jun 30, 26	--	0.02%
LaSalle St. Investment Advisors, LLC	1.13K	Jun 30, 26	+3	0.02%
Kestra Investment Management, LLC	1.12K	Jun 30, 26	+1.12K	0.02%
NOVEM GROUP	1.11K	Jun 30, 26	+33	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.08K	Jun 30, 26	--	0.02%
Dominguez Wealth Management Solutions, Inc.	1.07K	Jun 30, 26	--	0.02%
FSB PREMIER WEALTH MANAGEMENT, INC.	1.07K	Jun 30, 26	+11	0.02%
PUFF WEALTH MANAGEMENT, LLC	1.07K	Jun 30, 26	+1.07K	0.02%
TD Capital Management LLC	1.06K	Jun 30, 26	--	0.02%
COMMERCE BANK	1.04K	Jun 30, 26	--	0.02%
Cornell Pochily Investment Advisors, Inc.	1.03K	Jun 30, 26	--	0.02%
Lifetime Wealth Management P.C.	1.03K	Jun 30, 26	--	0.02%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.01K	Jun 30, 26	+924	0.02%
Sather Financial Group Inc	1.00K	Jun 30, 26	--	0.02%
Strid Group, LLC	1.00K	Jun 30, 26	--	0.02%
Resonant Capital Advisors, LLC	975	Jun 30, 26	+975	0.02%
MGO ONE SEVEN LLC	959	Jun 30, 26	+959	0.02%
Oxbow Advisors, LLC	955	Jun 30, 26	+955	0.02%
SRS Capital Advisors, Inc.	945	Jun 30, 26	-71	0.02%
XTX Topco Ltd	941	Jun 30, 26	-678	0.02%
Tower Research Capital LLC (TRC)	940	Jun 30, 26	-17.04K	0.02%
REAP Financial Group, LLC	936	Jun 30, 26	-18	0.02%
MINDSET WEALTH MANAGEMENT, LLC	929	Jun 30, 26	+929	0.01%
WELCH & FORBES LLC	923	Jun 30, 26	+923	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	917	Jun 30, 26	--	0.01%
BARRETT & COMPANY, INC.	905	Jun 30, 26	--	0.01%
Wealthcare Advisory Partners LLC	891	Jun 30, 26	+891	0.01%
Resolute Wealth Strategies, LLC	889	Jun 30, 26	+889	0.01%
Vigilare Wealth Management	885	Jun 30, 26	+885	0.01%
Everest Financial Group LLC	871	Jun 30, 26	+871	0.01%
WEDBUSH SECURITIES INC	869	Jun 30, 26	-136	0.01%
TRUEFG, LLC	863	Jun 30, 26	+863	0.01%
NBC SECURITIES, INC.	858	Jun 30, 26	-20	0.01%
J.W. COLE ADVISORS, INC.	857	Jun 30, 26	+857	0.01%
Trueblood Wealth Management, LLC	840	Jun 30, 26	+840	0.01%
Kapstone Financial Advisors LLC	834	Jun 30, 26	+834	0.01%
WINEBRENNER CAPITAL MANAGEMENT LLC	831	Jun 30, 26	+831	0.01%
BlueChip Wealth Advisors LLC	830	Jun 30, 26	+830	0.01%
Objective Capital Management, LLC	815	Jun 30, 26	+815	0.01%
Institute for Wealth Management, LLC.	730	Jun 30, 26	+730	0.01%
CX Institutional	724	Jun 30, 26	-193	0.01%
Global Retirement Partners, LLC	675	Jun 30, 26	+675	0.01%
Vanguard National Trust Co	661	Jun 30, 26	--	0.01%
HARBOR INVESTMENT ADVISORY, LLC	615	Jun 30, 26	--	0.01%
COMPASS FINANCIAL MANAGEMENT LLC	588	Jun 30, 26	+588	0.01%
Geneos Wealth Management Inc.	534	Jun 30, 26	+4	0.01%
Dynamic Wealth Strategies, LLC	515	Jun 30, 26	--	0.01%
MCF Advisors LLC	489	Jun 30, 26	+369	0.01%
GAMMA Investing LLC	460	Jun 30, 26	--	0.01%
BLAIR WILLIAM & CO/IL	413	Jun 30, 26	+138	0.01%
BANK OF MONTREAL /CAN/	354	Jun 30, 26	-43	0.01%
Aptus Capital Advisors, LLC	347	Jun 30, 26	--	0.01%
Founders Financial Alliance, LLC	341	Jun 30, 26	--	0.01%
RMG Wealth Management LLC	298	Jun 30, 26	+40	0.00%
Kroeger Financial Partners	297	Jun 30, 26	+297	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	296	Jun 30, 26	-36	0.00%
DHJJ Financial Advisors, Ltd.	295	Jun 30, 26	--	0.00%
Synergy Investment Management, LLC	273	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	272	Jun 30, 26	-40	0.00%
Rossby Financial, LCC	243	Jun 30, 26	--	0.00%
WEBSTER BANK, N. A.	238	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	235	Jun 30, 26	--	0.00%
Capital Analysts, LLC	227	Jun 30, 26	+64	0.00%
Smartleaf Asset Management LLC	211	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	205	Jun 30, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	201	Jun 30, 26	--	0.00%
Independence Bank of Kentucky	200	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	195	Jun 30, 26	-620	0.00%
Wagner Wealth Management, LLC	177	Jun 30, 26	--	0.00%
Center for Financial Planning, Inc.	175	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	169	Jun 30, 26	--	0.00%
Park Square Financial Group, LLC	166	Jun 30, 26	--	0.00%
Eukles Asset Management	162	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	153	Jun 30, 26	-29	0.00%
Hickory Point Bank & Trust	150	Jun 30, 26	--	0.00%
Financial Perspectives, Inc	148	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	146	Jun 30, 26	-350	0.00%
GILL CAPITAL PARTNERS, LLC	145	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	140	Jun 30, 26	+140	0.00%
Russell Investments Group, Ltd.	140	Jun 30, 26	-62	0.00%
Mowery & Schoenfeld Wealth Management, LLC	138	Jun 30, 26	+138	0.00%
CoreCap Advisors, LLC	136	Jun 30, 26	--	0.00%
High Point Wealth Management, LLC	128	Jun 30, 26	--	0.00%
Ritter Daniher Financial Advisory LLC / DE	125	Jun 30, 26	--	0.00%
Ameritas Investment Partners, Inc.	125	Jun 30, 26	--	0.00%
Mechanics Financial Corp	122	Jun 30, 26	--	0.00%
TORONTO DOMINION BANK	107	Jun 30, 26	+107	0.00%
Hilton Head Capital Partners, LLC	104	Jun 30, 26	--	0.00%
Central Pacific Bank - Trust Division	100	Jun 30, 26	--	0.00%
SIMPLEX TRADING, LLC	99	Jun 30, 26	+35	0.00%
Mascoma Wealth Management LLC	98	Jun 30, 26	--	0.00%
New England Capital Financial Advisors LLC	97	Jun 30, 26	--	0.00%
Measured Wealth Private Client Group, LLC	92	Jun 30, 26	--	0.00%
Cedar Mountain Advisors, LLC	90	Jun 30, 26	--	0.00%
FRANKLIN RESOURCES INC	89	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	89	Jun 30, 26	-50	0.00%
Tidemark, LLC	85	Jun 30, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	85	Jun 30, 26	--	0.00%
Harbor Asset Planning, Inc.	77	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	77	Jun 30, 26	--	0.00%
North Star Investment Management Corp.	75	Jun 30, 26	--	0.00%
Truvestments Capital LLC	75	Jun 30, 26	+75	0.00%
C M BIDWELL & ASSOCIATES LTD	75	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	71	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	67	Jun 30, 26	+67	0.00%
Spire Wealth Management	59	Jun 30, 26	+9	0.00%
SBI Securities Co., Ltd.	57	Jun 30, 26	+28	0.00%
US BANCORP \DE\	52	Jun 30, 26	--	0.00%
Jackson, Grant Investment Advisers, Inc.	52	Jun 30, 26	+52	0.00%
Pacific Center for Financial Services	52	Jun 30, 26	--	0.00%
Allied Private Wealth LLC	50	Jun 30, 26	+50	0.00%
Addison Advisors LLC	41	Jun 30, 26	--	0.00%
Global Trust Asset Management, LLC	40	Jun 30, 26	-40	0.00%
HANTZ FINANCIAL SERVICES, INC.	36	Jun 30, 26	+36	0.00%
Signature Equity Partners, LLC	32	Jun 30, 26	-99	0.00%
Glen Eagle Advisors, LLC	30	Jun 30, 26	--	0.00%
Caldwell Trust Co	30	Jun 30, 26	+5	0.00%
Lloyd Advisory Services, LLC.	29	Jun 30, 26	+29	0.00%
TUCKER ASSET MANAGEMENT LLC	28	Jun 30, 26	-452	0.00%
Signature Resources Capital Management, LLC	26	Jun 30, 26	+26	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	25	Jun 30, 26	-12	0.00%
Larson Financial Group LLC	25	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	24	Jun 30, 26	+24	0.00%
Davis Capital Management	22	Jun 30, 26	--	0.00%
Spectrum Wealth Advisory Group, LLC	16	Jun 30, 26	+16	0.00%
Quest 10 Wealth Builders, Inc.	16	Jun 30, 26	--	0.00%
Mosley Wealth Management	15	Jun 30, 26	--	0.00%
HOEY INVESTMENTS, INC	15	Jun 30, 26	--	0.00%
Trust Co	14	Jun 30, 26	--	0.00%
Covestor Ltd	13	Jun 30, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	11	Jun 30, 26	--	0.00%
Transamerica Financial Advisors, Inc.	11	Jun 30, 26	-7.27K	0.00%
Archer Investment Corp	10	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	7	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	6	Jun 30, 26	+6	0.00%
Strive Financial Group ,LLC	3	Jun 30, 26	--	0.00%
Elevated Capital Advisors, LLC	3	Jun 30, 26	--	0.00%
Luminist Capital LLC	1	Jun 30, 26	+1	0.00%
Leelyn Smith, LLC	--	Jun 30, 26	-2.30K	--
Independent Advisor Alliance	--	Jun 30, 26	-1.13K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-1.94K	--
Key Capital Management, INC	--	Jun 30, 26	-6	--
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	--	Jun 30, 26	-1.82K	--
Allworth Financial LP	--	Jun 30, 26	-4.78K	--
Pacific Excel Wealth Advisors, Inc.	--	Jun 30, 26	-6.43K	--
Forty-three Eighteen Advisors, LLC	--	Jun 30, 26	-6.30K	--
PRINCIPAL SECURITIES, INC.	--	Jun 30, 26	-997	--
Wall Street Financial Group, Inc.	--	Jun 30, 26	-67	--
Ameritas Advisory Services, LLC	--	Jun 30, 26	-29.14K	--
Bank of New York Mellon Corp	--	Jun 30, 26	-8.30K	--
WealthShield Partners, LLC	--	Jun 30, 26	-4.69K	--
Atria Investments, Inc	--	Jun 30, 26	-5.80K	--
Belvedere Trading LLC	--	Jun 30, 26	-100	--
360 Financial, Inc.	--	Jun 30, 26	-78.21K	--
Stratos Wealth Partners, LTD.	--	Jun 30, 26	-1.35K	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-2.46K	--
Envestnet Portfolio Solutions, Inc.	--	Jun 30, 26	-1.25K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-2	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-17	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-6.26K	--
Main Street Financial Solutions, LLC	--	Jun 30, 26	-1.17K	--
CULLEN/FROST BANKERS, INC.	--	Jun 30, 26	-137	--
PARK AVENUE SECURITIES LLC	--	Jun 30, 26	-4.57K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-2.35K	--
CWM, LLC	10.70K	Mar 31, 26	+5.60K	0.17%
Bedell Frazier Investment Counseling, LLC	3.38K	Mar 31, 26	-121	0.05%
MILLINGTON SECURITIES, INC.	2.66K	Mar 31, 26	+2.66K	0.04%
Sunbelt Securities, Inc.	333	Mar 31, 26	+252	0.01%
MGB Wealth Management, LLC	1.48K	Dec 31, 25	--	0.02%
COMERICA BANK	1.44K	Dec 31, 25	-13	0.02%
GPS Wealth Strategies Group, LLC	34	Dec 31, 25	-3.36K	0.00%
SYNOVUS FINANCIAL CORP	2.10K	Sep 30, 25	-38	0.03%
BRASS TAX WEALTH MANAGEMENT, INC	1.71K	Sep 30, 25	--	0.03%
Congress Wealth Management LLC / DE /	43.40K	Jun 30, 25	-97	0.70%
AVANTAX ADVISORY SERVICES, INC.	6.76K	Jun 30, 25	+754	0.11%
Atria Wealth Solutions, Inc.	2.80K	Jun 30, 25	-3.52K	0.05%
Orion Portfolio Solutions, LLC	18.48K	Mar 31, 25	+12.99K	0.30%
Sandy Spring Bank	100	Mar 31, 25	-49	0.00%
TAP Consulting, LLC	11.21K	Dec 31, 24	+2.66K	0.18%
SignalPoint Asset Management, LLC	5.82K	Dec 31, 24	-243	0.09%
Householder Group Estate & Retirement Specialist, LLC	815	Dec 31, 24	-119	0.01%
Campbell Wealth Management	--	Dec 31, 24	-2.62K	--
Raymond James Financial Services Advisors, Inc.	86.85K	Sep 30, 24	-35.12K	1.40%
RAYMOND JAMES & ASSOCIATES	77.93K	Sep 30, 24	-2.22K	1.25%
Diversified, LLC	2.41K	Sep 30, 24	--	0.04%
Family Asset Management, LLC	1.63K	Sep 30, 24	--	0.03%
Planning Capital Management Corp	126	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	18.90K	Jun 30, 24	-6	0.30%
Relative Value Partners Group, LLC	4.38K	Jun 30, 24	+4.38K	0.07%
BlackRock Inc.	1.48K	Jun 30, 24	+1.33K	0.02%
Private Ocean, LLC	369	Jun 30, 24	--	0.01%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-20	--
Cetera Advisor Networks LLC	19.97K	Mar 31, 24	-376	0.32%
Cetera Advisors LLC	4.18K	Mar 31, 24	+604	0.07%
WADE G W & INC	5.47K	Dec 31, 23	-145	0.09%
DB Wealth Management Group, LLC	65	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	6.03K	Sep 30, 23	+115	0.10%
Milestone Advisory Partners	1.95K	Sep 30, 23	--	0.03%
KENFARB & CO.	874	Sep 30, 23	--	0.01%
Column Capital Advisors, LLC	25	Sep 30, 23	--	0.00%
Endurance Wealth Management, Inc.	938	Jun 30, 23	--	0.02%
Laurel Wealth Advisors, Inc.	35.04K	Dec 31, 22	+2.84K	0.56%
Claraphi Advisory Network, LLC	8.74K	Dec 31, 22	+8.74K	0.14%
Align Wealth Management, LLC	225	Dec 31, 22	+225	0.00%
American Portfolios Advisors	5.40K	Sep 30, 22	-245	0.09%
Maryland Capital Management	3.53K	Sep 30, 22	--	0.06%
Brown Advisory Securities, LLC	2.90K	Sep 30, 22	-3.20K	0.05%
Covington Capital Management	825	Sep 30, 22	--	0.01%
FourThought Financial, LLC	195	Sep 30, 22	--	0.00%
MUFG Americas Holdings Corp	132	Sep 30, 22	--	0.00%
Strategic Asset Management, LLC	--	Sep 30, 22	-470	--
Nauset Wealth Management. LLC	2.50K	Mar 31, 22	--	0.04%
BREITER CAPITAL MANAGEMENT INC	1.70K	Mar 31, 22	--	0.03%
NEXT Financial Group, Inc	1.26K	Dec 31, 21	-790	0.02%
Carroll Financial Associates, Inc.	201	Dec 31, 21	--	0.00%
Ameritas Investment Company, LLC	39.21K	Sep 30, 21	+38.82K	0.63%
Cascadia Advisory Services, LLC	11.48K	Sep 30, 21	+305	0.18%
Hochman Cole Investment Advisors, Inc.	3.23K	Sep 30, 21	+55	0.05%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	3.12K	Sep 30, 21	+193	0.05%
Harborview Advisors, LLC	2.19K	Sep 30, 21	+15	0.04%
LEVEL FOUR FINANCIAL, LLC	2.05K	Sep 30, 21	+232	0.03%
Sonora Investment Management, LLC	200	Sep 30, 21	+200	0.00%
Winslow, Evans & Crocker, Inc.	8.41K	Dec 31, 20	+5.31K	0.14%
First Allied Advisory Services, Inc.	14.36K	Sep 30, 20	+14.36K	0.23%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC	3.41K	Sep 30, 20	-169	0.05%
Watson Rebecca	--	Sep 30, 20	-110	--
Global Financial Private Capital, Inc	--	Jun 30, 20	-3	--
Squar Milner Financial Services LLC	1.06K	Mar 31, 20	--	0.02%
Advisor Group, Inc.	99.91K	Dec 31, 19	+2.10K	1.60%
LADENBURG THALMANN FINANCIAL SERVICES INC.	62.80K	Dec 31, 19	+17.71K	1.01%
Sequoia Wealth Management, LLC	2.66K	Dec 31, 19	-2.86K	0.04%
SUNTRUST BANKS INC	29.82K	Sep 30, 19	-41.70K	0.48%
Premia Global Advisors, LLC	5.22K	Sep 30, 19	-357	0.08%
BB&T SECURITIES, LLC	3.14K	Sep 30, 19	-20.72K	0.05%
Planning Solutions Group LLC	12.88K	Jun 30, 19	+1.07K	0.21%
HL FINANCIAL SERVICES LLC	43.75K	Mar 31, 19	+8.43K	0.70%
AVIANCE CAPITAL MANAGEMENT, LLC	17.63K	Mar 31, 19	+3.07K	0.28%
WealthTrust Fairport, LLC	7.10K	Mar 31, 19	+5.90K	0.11%
Ceros Financial Services Inc.	312	Mar 31, 19	+312	0.01%
NEXT Financial Holdings	31	Mar 31, 19	+31	0.00%
BREMER TRUST NATIONAL ASSOCIATION	67	Dec 31, 18	+67	0.00%
COMERICA SECURITIES INC	--	Dec 31, 18	-1.49K	--
CUE ADVISORY SERVICES, INC.	5.76K	Sep 30, 18	+1.44K	0.09%
J&P(CHINA)CAPITAL MANAGEMENT CO.,LTD	--	Sep 30, 18	--	--
WealthShield, LLC	2.68K	Dec 31, 17	+2.68K	0.04%
BB&T INVESTMENT SERVICES, INC.	11	Dec 31, 17	+11	0.00%
Commonwealth Equity Services, Inc	47.90K	Jun 30, 17	+5.25K	0.77%
WFG Advisors, LP	--	Jun 30, 17	-1.28K	--
FIRST FINANCIAL EQUITY CORPORATION	8.65K	Mar 31, 17	+8.65K	0.14%
MSI Financial Services Inc	16.49K	Dec 31, 16	-1.21K	0.26%
SOCIETE GENERALE	92.21K	Jun 30, 16	+92.21K	1.48%
Valentine Capital Asset Management, Inc.	18.27K	Dec 31, 15	-3.08K	0.29%
SMITH HAYES Advisers, Inc	4.75K	Dec 31, 15	-391	0.08%
CITY NATIONAL BANK	2.55K	Sep 30, 15	-107	0.04%
MANAGED ACCOUNT ADVISORS LLC	13.83K	Jun 30, 15	+9.57K	0.22%
BAIRD ROBERT W & CO INC /WI/	48.92K	Mar 31, 15	+763	0.79%
STERNE AGEE GROUP, INC.	16.56K	Mar 31, 15	+293	0.27%
Placemark Investments, Inc.	20.84K	Dec 31, 14	+1.82K	0.33%
NEW ENGLAND SECURITIES CORP /MA/	1.93K	Dec 31, 14	-11.41K	0.03%
UBS AG	725.78K	Sep 30, 14	+38.17K	11.66%
1919 Investment Counsel, LLC	5.01K	Sep 30, 14	--	0.08%
Perimeter Capital Partners, LLC	--	Sep 30, 14	-4.91K	--
COMMUNITY BANK SYSTEM, INC.	--	Sep 30, 14	-112	--
STIFEL NICOLAUS & CO INC \MO\	84.87K	Sep 30, 13	+65.55K	1.36%
First Allied Securities, Inc.	3.25K	Jun 30, 12	-5.21K	0.05%
NOLLENBERGER CAPITAL PARTNERS INC	280	Dec 31, 10	--	0.00%

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Holder

Date

Change

% Held

FIRST TRUST ADVISORS LP

3.39M

Jun 30, 26

-126.37K

54.44%

MORGAN STANLEY

545.44K

Jun 30, 26

+11.24K

8.76%

WELLS FARGO & COMPANY/MN

444.33K

Jun 30, 26

+18.12K

7.14%

LPL Financial LLC

258.71K

Jun 30, 26

-36.97K

4.16%

RAYMOND JAMES FINANCIAL INC

221.36K

Jun 30, 26

+18.48K

3.56%

ROYAL BANK OF CANADA

210.35K

Jun 30, 26

+10.37K

3.38%

BANK OF AMERICA CORP /DE/

209.09K

Jun 30, 26

+8.13K

3.36%

UBS Group AG

205.51K

Jun 30, 26

+145

3.30%

BESSEMER GROUP INC

137.99K

Jun 30, 26

+137.99K

2.22%

Berger Financial Group, Inc

102.35K

Jun 30, 26

-2.05K

1.64%

Nilsine Partners, LLC

97.22K

Jun 30, 26

+2.14K

1.56%

STIFEL FINANCIAL CORP

91.24K

Jun 30, 26

+22.26K

1.47%

TWO SIGMA INVESTMENTS, LP

89.20K

Jun 30, 26

+45.50K

1.43%

WCG Wealth Advisors LLC

83.49K

Jun 30, 26

+9.15K

1.34%

WILEY BROS.-AINTREE CAPITAL, LLC

77.15K

Jun 30, 26

-1.26K

1.24%

AMERIPRISE FINANCIAL INC

75.53K

Jun 30, 26

+6.13K

1.21%

Advisory Services Network, LLC

71.81K

Jun 30, 26

-3.62K

1.15%

Summit Financial, LLC

66.64K

Jun 30, 26

+41.84K

1.07%

NewEdge Advisors, LLC

66.41K

Jun 30, 26

+3.88K

1.07%

Janney Montgomery Scott LLC

63.19K

Jun 30, 26

-2.07K

1.02%

ENVESTNET ASSET MANAGEMENT INC

62.40K

Jun 30, 26

-64.59K

1.00%

TRUIST FINANCIAL CORP

56.84K

Jun 30, 26

+2.69K

0.91%

ADVISOR GROUP HOLDINGS, INC.

54.79K

Jun 30, 26

+2.06K

0.88%

Csenge Advisory Group

49.20K

Jun 30, 26

+17.58K

0.79%

NewSquare Capital LLC

49.04K

Jun 30, 26

+8.15K

0.79%

Cetera Investment Advisers

48.52K

Jun 30, 26

-17.78K

0.78%

D.A. DAVIDSON & CO.

47.98K

Jun 30, 26

-5.04K

0.77%

TD Waterhouse Canada Inc.

47.34K

Jun 30, 26

+6.24K

0.76%

BENJAMIN EDWARDS INC

46.03K

Jun 30, 26

-12.17K

0.74%

Cambridge Investment Research Advisors, Inc.

42.53K

Jun 30, 26

-9.53K

0.68%

Modern Wealth Management, LLC

40.41K

Jun 30, 26

-1.38K

0.65%

DAYMARK WEALTH PARTNERS, LLC

31.62K

Jun 30, 26

-2.22K

0.51%

Baird Financial Group, Inc.

31.59K

Jun 30, 26

-2.69K

0.51%

Pensionmark Financial Group, LLC

29.27K

Jun 30, 26

-461

0.47%

Integrated Wealth Concepts LLC

29.10K

Jun 30, 26

-87

0.47%

COMMONWEALTH EQUITY SERVICES, LLC

28.73K

Jun 30, 26

+1.35K

0.46%

Hartford Financial Management Inc.

26.82K

Jun 30, 26

-1.13K

0.43%

Arlington Financial Advisors, LLC

26.38K

Jun 30, 26

-737

0.42%

ASSETMARK, INC

24.44K

Jun 30, 26

-30.78K

0.39%

RPG Investment Advisory, LLC

23.11K

Jun 30, 26

-79

0.37%

Kestra Advisory Services, LLC

20.53K

Jun 30, 26

-1.76K

0.33%

HighTower Advisors, LLC

20.05K

Jun 30, 26

+255

0.32%

OPPENHEIMER & CO INC

19.29K

Jun 30, 26

+9.54K

0.31%

JPMORGAN CHASE & CO

19.28K

Jun 30, 26

+5.25K

0.31%

JANE STREET GROUP, LLC

16.16K

Jun 30, 26

+16.16K

0.26%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

14.90K

Jun 30, 26

+251

0.24%

Rockefeller Capital Management L.P.

14.11K

Jun 30, 26

-27

0.23%

SFI Advisors, LLC

13.96K

Jun 30, 26

-102

0.22%

CITIGROUP INC

13.60K

Jun 30, 26

-163

0.22%

IFP Advisors, Inc

13.37K

Jun 30, 26

+279

0.21%

Proactive Wealth Strategies LLC

13.15K

Jun 30, 26

-946

0.21%

JONES FINANCIAL COMPANIES LLLP

12.21K

Jun 30, 26

+1.03K

0.20%

D. E. Shaw & Co., Inc.

11.28K

Jun 30, 26

+5.47K

0.18%

Holistic Financial Partners

11.07K

Jun 30, 26

-8.14K

0.18%

JUNCTURE WEALTH STRATEGIES, LLC

10.95K

Jun 30, 26

+537

0.18%

Davis Investment Partners, LLC

10.86K

Jun 30, 26

-662

0.17%

TriaGen Wealth Management LLC

10.45K

Jun 30, 26

+4.50K

0.17%

BROWN ADVISORY INC

10.39K

Jun 30, 26

0.17%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

10.05K

Jun 30, 26

-22.16K

0.16%

MERCER GLOBAL ADVISORS INC /ADV

9.70K

Jun 30, 26

-9.78K

0.16%

Private Advisor Group, LLC

9.56K

Jun 30, 26

-479

0.15%

Beacon Pointe Advisors, LLC

9.37K

Jun 30, 26

+1.78K

0.15%

Texas Yale Capital Corp.

9.30K

Jun 30, 26

0.15%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

9.06K

Jun 30, 26

+282

0.15%

Wright Fund Management, LLC

8.93K

Jun 30, 26

+8.93K

0.14%

Ancora Advisors, LLC

8.83K

Jun 30, 26

-308

0.14%

Clear Harbor Asset Management, LLC

8.80K

Jun 30, 26

0.14%

Quad-Cities Investment Group, LLC

8.78K

Jun 30, 26

+166

0.14%

HRT FINANCIAL LP

8.76K

Jun 30, 26

+8.76K

0.14%

SNS Financial Group, LLC

8.64K

Jun 30, 26

+8.64K

0.14%

NAVELLIER & ASSOCIATES INC

8.64K

Jun 30, 26

+1.96K

0.14%

Cyndeo Wealth Partners, LLC

8.46K

Jun 30, 26

+961

0.14%

KESTRA PRIVATE WEALTH SERVICES, LLC

8.39K

Jun 30, 26

+100

0.13%

MML INVESTORS SERVICES, LLC

8.24K

Jun 30, 26

-4.96K

0.13%

Ethos Financial Group, LLC

7.80K

Jun 30, 26

+7.80K

0.13%

MAI Capital Management

7.63K

Jun 30, 26

-381

0.12%

PACIFIC SUN FINANCIAL CORP

7.44K

Jun 30, 26

-10

0.12%

Snowden Capital Advisors LLC

7.12K

Jun 30, 26

-9

0.11%

Farther Finance Advisors, LLC

6.93K

Jun 30, 26

+75

0.11%

NFP Retirement, Inc.

6.72K

Jun 30, 26

+6.72K

0.11%

Kovack Advisors, Inc.

5.97K

Jun 30, 26

-93

0.10%

HARBOUR INVESTMENTS, INC.

5.61K

Jun 30, 26

-1.38K

0.09%

Financial Enhancement Group LLC

5.57K

Jun 30, 26

-123

0.09%

CITADEL ADVISORS LLC

5.36K

Jun 30, 26

+5.36K

0.09%

Mutual Advisors, LLC

5.29K

Jun 30, 26

-190

0.08%

BARCLAYS PLC

5.29K

Jun 30, 26

0.08%

TRUST CO OF OKLAHOMA

5.18K

Jun 30, 26

+1.55K

0.08%

Stablepoint Partners, LLC

5.14K

Jun 30, 26

+210

0.08%

BlackRock, Inc.

5.07K

Jun 30, 26

+654

0.08%

AE Wealth Management LLC

4.98K

Jun 30, 26

-5.97K

0.08%

Western Wealth Management, LLC

4.91K

Jun 30, 26

+150

0.08%

RFG Advisory, LLC

4.87K

Jun 30, 26

+2.98K

0.08%

IAMS WEALTH MANAGEMENT, LLC

4.85K

Jun 30, 26

+59

0.08%

Signal Advisors Wealth, LLC

4.80K

Jun 30, 26

+4.80K

0.08%

McKinley Carter Wealth Services, Inc.

4.77K

Jun 30, 26

-4

0.08%

Cerity Partners LLC

4.74K

Jun 30, 26

+589

0.08%

NewEdge Wealth, LLC

4.57K

Jun 30, 26

-3.87K

0.07%

GENTRY PRIVATE WEALTH, LLC

4.48K

Jun 30, 26

0.07%

GoalVest Advisory LLC

4.48K

Jun 30, 26

0.07%

Dynamic Advisor Solutions LLC

4.25K

Jun 30, 26

+3.05K

0.07%

Pinnacle Family Advisors, LLC

4.21K

Jun 30, 26

+171

0.07%

LAKE STREET FINANCIAL LLC

4.18K

Jun 30, 26

+490

0.07%

Robertson Stephens Wealth Management, LLC

4.14K

Jun 30, 26

-16

0.07%

PINNACLE ASSOCIATES LTD

4.13K

Jun 30, 26

-149

0.07%

CI Private Wealth, LLC

4.02K

Jun 30, 26

+4.02K

0.06%

PKS Advisory Services, LLC

4.00K

Jun 30, 26

+1.77K

0.06%

CIBC WORLD MARKET INC.

3.96K

Jun 30, 26

+601

0.06%

CPR Investments Inc.

3.96K

Jun 30, 26

+2.89K

0.06%

Forefront Wealth Partners, LLC

3.95K

Jun 30, 26

-941

0.06%

Apollon Wealth Management, LLC

3.87K

Jun 30, 26

-319

0.06%

Adviser Investments LLC

3.76K

Jun 30, 26

0.06%

Garden State Investment Advisory Services LLC

3.72K

Jun 30, 26

+1.16K

0.06%

CAPTRUST FINANCIAL ADVISORS

3.70K

Jun 30, 26

0.06%

1ST SOURCE BANK

3.67K

Jun 30, 26

0.06%

FLAGSTAR ADVISORS INC.

3.65K

Jun 30, 26

0.06%

Creative Planning

3.59K

Jun 30, 26

-586

0.06%

Gimbal Financial

3.59K

Jun 30, 26

+3.59K

0.06%

Steward Partners Investment Advisory, LLC

3.58K

Jun 30, 26

+1.04K

0.06%

Meridian Wealth Management, LLC

3.50K

Jun 30, 26

0.06%

Keating Financial Advisory Services, Inc.

3.47K

Jun 30, 26

-106

0.06%

Morey & Quinn Wealth Partners, LLC

3.45K

Jun 30, 26

0.06%

B. Riley Wealth Advisors, Inc.

3.43K

Jun 30, 26

-130

0.06%

LEVEL FOUR ADVISORY SERVICES, LLC

3.34K

Jun 30, 26

-27

0.05%

Essential Investment Partners LLC

3.32K

Jun 30, 26

0.05%

First Heartland Consultants, Inc.

3.29K

Jun 30, 26

+191

0.05%

Gateway Wealth Partners, LLC

3.24K

Jun 30, 26

-16.41K

0.05%

Prospera Financial Services Inc

3.24K

Jun 30, 26

-6.33K

0.05%

IFG Advisory, LLC

3.20K

Jun 30, 26

+3.20K

0.05%

Oder Investment Management, LLC

3.16K

Jun 30, 26

0.05%

Coastal Investment Advisors, Inc.

3.16K

Jun 30, 26

0.05%

MinichMacGregor Wealth Management, LLC

3.15K

Jun 30, 26

-293

0.05%

HFG Advisors, Inc.

3.15K

Jun 30, 26

+20

0.05%

Dale Q Rice Investment Management Ltd

3.03K

Jun 30, 26

-67

0.05%

Belpointe Asset Management LLC

3.03K

Jun 30, 26

+315

0.05%

Englebert Financial Advisers, LLC

2.98K

Jun 30, 26

-24

0.05%

Prosperity Consulting Group, LLC

2.93K

Jun 30, 26

-150

0.05%

Gladstone Institutional Advisory LLC

2.84K

Jun 30, 26

-80

0.05%

Tudor Financial Inc.

2.83K

Jun 30, 26

-573

0.05%

Sound Income Strategies, LLC

2.81K

Jun 30, 26

-71

0.05%

APS Management Group, Inc.

2.78K

Jun 30, 26

+134

0.04%

Pine Valley Investments Ltd Liability Co

2.75K

Jun 30, 26

-173

0.04%

HBW Advisory Services LLC

2.72K

Jun 30, 26

+68

0.04%

WBI INVESTMENTS, INC.

2.71K

Jun 30, 26

+47

0.04%

WEALTH EFFECTS LLC

2.69K

Jun 30, 26

+100

0.04%

BIP Wealth, LLC

2.67K

Jun 30, 26

-5.70K

0.04%

Mount Yale Investment Advisors, LLC

2.61K

Jun 30, 26

+2.61K

0.04%

Vestmark Advisory Solutions, Inc.

2.61K

Jun 30, 26

+2.61K

0.04%

Maia Wealth LLC

2.60K

Jun 30, 26

-314

0.04%

FMR LLC

2.47K

Jun 30, 26

+179

0.04%

Quantum Private Wealth, LLC

2.46K

Jun 30, 26

-850

0.04%

Regal Investment Advisors LLC

2.44K

Jun 30, 26

+2.44K

0.04%

Diversified Enterprises, LLC

2.42K

Jun 30, 26

0.04%

GREAT VALLEY ADVISOR GROUP, INC.

2.40K

Jun 30, 26

-74

0.04%

Waverly Advisors, LLC

2.37K

Jun 30, 26

-126

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

2.36K

Jun 30, 26

-203

0.04%

Sanibel Captiva Trust Company, Inc.

2.32K

Jun 30, 26

0.04%

Merit Financial Group, LLC

2.32K

Jun 30, 26

-2.33K

0.04%

TritonPoint Partners, LLC

2.28K

Jun 30, 26

+2.28K

0.04%

TRITONPOINT WEALTH, LLC

2.28K

Jun 30, 26

0.04%

Formidable Asset Management, LLC

2.28K

Jun 30, 26

+589

0.04%

Kingsview Wealth Management, LLC

2.18K

Jun 30, 26

+2.18K

0.04%

Koshinski Asset Management, Inc.

2.14K

Jun 30, 26

-35

0.03%

Pinnacle Financial Partners, Inc.

2.04K

Jun 30, 26

-7

0.03%

Arkadios Wealth Advisors

2.02K

Jun 30, 26

+175

0.03%

American Financial Advisors, LLC

2.00K

Jun 30, 26

-17

0.03%

Clear Creek Financial Management, LLC

1.98K

Jun 30, 26

0.03%

Concurrent Investment Advisors, LLC

1.97K

Jun 30, 26

-273

0.03%

TWIN PEAKS WEALTH ADVISORS, LLC

1.90K

Jun 30, 26

-28

0.03%

IHT Wealth Management, LLC

1.89K

Jun 30, 26

-45

0.03%

Resources Investment Advisors, LLC.

1.86K

Jun 30, 26

+217

0.03%

Torrey Growth & Income Advisors

1.85K

Jun 30, 26

+1.85K

0.03%

Fortis Capital Advisors, LLC

1.83K

Jun 30, 26

+315

0.03%

WealthBridge Capital Management, LLC

1.77K

Jun 30, 26

+1.77K

0.03%

PERRYMAN FINANCIAL ADVISORY INC /AD

1.74K

Jun 30, 26

0.03%

TSFG, LLC

1.72K

Jun 30, 26

+525

0.03%

Quantinno Capital Management LP

1.68K

Jun 30, 26

+1.68K

0.03%

TITLEIST ASSET MANAGEMENT, LLC

1.66K

Jun 30, 26

-25

0.03%

THRIVENT FINANCIAL FOR LUTHERANS

1.66K

Jun 30, 26

+1.66K

0.03%

EdgeRock Capital LLC

1.66K

Jun 30, 26

-39

0.03%

Sequoia Financial Advisors, LLC

1.63K

Jun 30, 26

0.03%

Claro Advisors LLC

1.62K

Jun 30, 26

+1.62K

0.03%

TBH Global Asset Management, LLC

1.61K

Jun 30, 26

+1.61K

0.03%

Shepherd Financial Partners LLC

1.53K

Jun 30, 26

0.02%

Sowell Financial Services LLC

1.53K

Jun 30, 26

-588

0.02%

Kingstone Capital Partners Texas, LLC

1.52K

Jun 30, 26

0.02%

Novak & Powell Financial Services, Inc.

1.51K

Jun 30, 26

0.02%

Fortune Financial Group, Inc.

1.50K

Jun 30, 26

+120

0.02%

STEPHENS INC /AR/

1.49K

Jun 30, 26

0.02%

Nvest Financial, LLC

1.49K

Jun 30, 26

+1.49K

0.02%

WealthCare Investment Partners, LLC

1.47K

Jun 30, 26

-3

0.02%

Sigma Planning Corp

1.46K

Jun 30, 26

+1.46K

0.02%

SUMMIT WEALTH GROUP LLC / CO

1.44K

Jun 30, 26

-259

0.02%

Jacobi Capital Management LLC

1.40K

Jun 30, 26

0.02%

COZAD ASSET MANAGEMENT INC

1.34K

Jun 30, 26

0.02%

Stonebridge Financial Group, LLC

1.32K

Jun 30, 26

+1.32K

0.02%

Van Diest Capital, LLC

1.31K

Jun 30, 26

+1.31K

0.02%

HF Advisory Group, LLC

1.27K

Jun 30, 26

+60

0.02%

MONETA GROUP INVESTMENT ADVISORS LLC

1.21K

Jun 30, 26

-9

0.02%

Sequent Planning LLC

1.19K

Jun 30, 26

+44

0.02%

FIFTH THIRD BANCORP

1.19K

Jun 30, 26

-220

0.02%

Clearstead Advisors, LLC

1.18K

Jun 30, 26

0.02%

Mariner, LLC

1.17K

Jun 30, 26

-152

0.02%

RDA Financial Network

1.14K

Jun 30, 26

-38

0.02%

BETO FINANCIAL GROUP, LLC

1.14K

Jun 30, 26

0.02%

LaSalle St. Investment Advisors, LLC

1.13K

Jun 30, 26

0.02%

Kestra Investment Management, LLC

1.12K

Jun 30, 26

+1.12K

0.02%

NOVEM GROUP

1.11K

Jun 30, 26

+33

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.08K

Jun 30, 26

0.02%

Dominguez Wealth Management Solutions, Inc.

1.07K

Jun 30, 26

0.02%

FSB PREMIER WEALTH MANAGEMENT, INC.

1.07K

Jun 30, 26

+11

0.02%

PUFF WEALTH MANAGEMENT, LLC

1.07K

Jun 30, 26

+1.07K

0.02%

TD Capital Management LLC

1.06K

Jun 30, 26

0.02%

COMMERCE BANK

1.04K

Jun 30, 26

0.02%

Cornell Pochily Investment Advisors, Inc.

1.03K

Jun 30, 26

0.02%

Lifetime Wealth Management P.C.

1.03K

Jun 30, 26

0.02%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

1.01K

Jun 30, 26

+924

0.02%

Sather Financial Group Inc

1.00K

Jun 30, 26

0.02%

Strid Group, LLC

1.00K

Jun 30, 26

0.02%

Resonant Capital Advisors, LLC

975

Jun 30, 26

+975

0.02%

MGO ONE SEVEN LLC

959

Jun 30, 26

+959

0.02%

Oxbow Advisors, LLC

955

Jun 30, 26

+955

0.02%

SRS Capital Advisors, Inc.

945

Jun 30, 26

-71

0.02%

XTX Topco Ltd

941

Jun 30, 26

-678

0.02%

Tower Research Capital LLC (TRC)

940

Jun 30, 26

-17.04K

0.02%

REAP Financial Group, LLC

936

Jun 30, 26

-18

0.02%

MINDSET WEALTH MANAGEMENT, LLC

929

Jun 30, 26

+929

0.01%

WELCH & FORBES LLC

923

Jun 30, 26

+923

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

917

Jun 30, 26

0.01%

BARRETT & COMPANY, INC.

905

Jun 30, 26

0.01%

Wealthcare Advisory Partners LLC

891

Jun 30, 26

+891

0.01%

Resolute Wealth Strategies, LLC

889

Jun 30, 26

+889

0.01%

Vigilare Wealth Management

885

Jun 30, 26

+885

0.01%

Everest Financial Group LLC

871

Jun 30, 26

+871

0.01%

WEDBUSH SECURITIES INC

869

Jun 30, 26

-136

0.01%

TRUEFG, LLC

863

Jun 30, 26

+863

0.01%

NBC SECURITIES, INC.

858

Jun 30, 26

-20

0.01%

J.W. COLE ADVISORS, INC.

857

Jun 30, 26

+857

0.01%

Trueblood Wealth Management, LLC

840

Jun 30, 26

+840

0.01%

Kapstone Financial Advisors LLC

834

Jun 30, 26

+834

0.01%

WINEBRENNER CAPITAL MANAGEMENT LLC

831

Jun 30, 26

+831

0.01%

BlueChip Wealth Advisors LLC

830

Jun 30, 26

+830

0.01%

Objective Capital Management, LLC

815

Jun 30, 26

+815

0.01%

Institute for Wealth Management, LLC.

730

Jun 30, 26

+730

0.01%

CX Institutional

724

Jun 30, 26

-193

0.01%

Global Retirement Partners, LLC

675

Jun 30, 26

+675

0.01%

Vanguard National Trust Co

661

Jun 30, 26

0.01%

HARBOR INVESTMENT ADVISORY, LLC

615

Jun 30, 26

0.01%

COMPASS FINANCIAL MANAGEMENT LLC

588

Jun 30, 26

+588

0.01%

Geneos Wealth Management Inc.

534

Jun 30, 26

0.01%

Dynamic Wealth Strategies, LLC

515

Jun 30, 26

0.01%

MCF Advisors LLC

489

Jun 30, 26

+369

0.01%

GAMMA Investing LLC

460

Jun 30, 26

0.01%

BLAIR WILLIAM & CO/IL

413

Jun 30, 26

+138

0.01%

BANK OF MONTREAL /CAN/

354

Jun 30, 26

-43

0.01%

Aptus Capital Advisors, LLC

347

Jun 30, 26

0.01%

Founders Financial Alliance, LLC

341

Jun 30, 26

0.01%

RMG Wealth Management LLC

298

Jun 30, 26

+40

0.00%

Kroeger Financial Partners

297

Jun 30, 26

+297

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

296

Jun 30, 26

-36

0.00%

DHJJ Financial Advisors, Ltd.

295

Jun 30, 26

0.00%

Synergy Investment Management, LLC

273

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

272

Jun 30, 26

-40

0.00%

Rossby Financial, LCC

243

Jun 30, 26

0.00%

WEBSTER BANK, N. A.

238

Jun 30, 26

0.00%

SIGNATUREFD, LLC

235

Jun 30, 26

0.00%

Capital Analysts, LLC

227

Jun 30, 26

+64

0.00%

Smartleaf Asset Management LLC

211

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

205

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

201

Jun 30, 26

0.00%

Independence Bank of Kentucky

200

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

195

Jun 30, 26

-620

0.00%

Wagner Wealth Management, LLC

177

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

175

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

169

Jun 30, 26

0.00%

Park Square Financial Group, LLC

166

Jun 30, 26

0.00%

Eukles Asset Management

162

Jun 30, 26

0.00%

Parallel Advisors, LLC

153

Jun 30, 26

-29

0.00%

Hickory Point Bank & Trust

150

Jun 30, 26

0.00%

Financial Perspectives, Inc

148

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

146

Jun 30, 26

-350

0.00%

GILL CAPITAL PARTNERS, LLC

145

Jun 30, 26

0.00%

Continuum Advisory, LLC

140

Jun 30, 26

+140

0.00%

Russell Investments Group, Ltd.

140

Jun 30, 26

-62

0.00%

Mowery & Schoenfeld Wealth Management, LLC

138

Jun 30, 26

+138

0.00%

CoreCap Advisors, LLC

136

Jun 30, 26

0.00%

High Point Wealth Management, LLC

128

Jun 30, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

125

Jun 30, 26

0.00%

Ameritas Investment Partners, Inc.

125

Jun 30, 26

0.00%

Mechanics Financial Corp

122

Jun 30, 26

0.00%

TORONTO DOMINION BANK

107

Jun 30, 26

+107

0.00%

Hilton Head Capital Partners, LLC

104

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

100

Jun 30, 26

0.00%

SIMPLEX TRADING, LLC

Jun 30, 26

+35

0.00%

Mascoma Wealth Management LLC

Jun 30, 26

0.00%

New England Capital Financial Advisors LLC

Jun 30, 26

0.00%

Measured Wealth Private Client Group, LLC

Jun 30, 26

0.00%

Cedar Mountain Advisors, LLC

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-50

0.00%

Tidemark, LLC

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

Jun 30, 26

0.00%

Harbor Asset Planning, Inc.

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

0.00%

North Star Investment Management Corp.

Jun 30, 26

0.00%

Truvestments Capital LLC

Jun 30, 26

+75

0.00%

C M BIDWELL & ASSOCIATES LTD

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+67

0.00%

Spire Wealth Management

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

+28

0.00%

US BANCORP \DE\

Jun 30, 26

0.00%

Jackson, Grant Investment Advisers, Inc.

Jun 30, 26

+52

0.00%

Pacific Center for Financial Services

Jun 30, 26

0.00%

Allied Private Wealth LLC

Jun 30, 26

+50

0.00%

Addison Advisors LLC

Jun 30, 26

0.00%

Global Trust Asset Management, LLC

Jun 30, 26

-40

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

+36

0.00%

Signature Equity Partners, LLC

Jun 30, 26

-99

0.00%

Glen Eagle Advisors, LLC

Jun 30, 26

0.00%

Caldwell Trust Co

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

+29

0.00%

TUCKER ASSET MANAGEMENT LLC

Jun 30, 26

-452

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

+26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-12

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

+24

0.00%

Davis Capital Management

Jun 30, 26

0.00%

Spectrum Wealth Advisory Group, LLC

Jun 30, 26

+16

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

Mosley Wealth Management

Jun 30, 26

0.00%

HOEY INVESTMENTS, INC

Jun 30, 26

0.00%

Trust Co

Jun 30, 26

0.00%

Covestor Ltd

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

-7.27K

0.00%

Archer Investment Corp

Jun 30, 26

0.00%

Dunhill Financial, LLC

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

0.00%

Strive Financial Group ,LLC

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

Jun 30, 26

0.00%

Luminist Capital LLC

Jun 30, 26

0.00%

Leelyn Smith, LLC

Jun 30, 26

-2.30K

Independent Advisor Alliance

Jun 30, 26

-1.13K

Destiny Wealth Partners, LLC

Jun 30, 26

-1.94K

Key Capital Management, INC

Jun 30, 26

-6

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Jun 30, 26

-1.82K

Allworth Financial LP

Jun 30, 26

-4.78K

Pacific Excel Wealth Advisors, Inc.

Jun 30, 26

-6.43K

Forty-three Eighteen Advisors, LLC

Jun 30, 26

-6.30K

PRINCIPAL SECURITIES, INC.

Jun 30, 26

-997

Wall Street Financial Group, Inc.

Jun 30, 26

-67

Ameritas Advisory Services, LLC

Jun 30, 26

-29.14K

Bank of New York Mellon Corp

Jun 30, 26

-8.30K

WealthShield Partners, LLC

Jun 30, 26

-4.69K

Atria Investments, Inc

Jun 30, 26

-5.80K

Belvedere Trading LLC

Jun 30, 26

-100

360 Financial, Inc.

Jun 30, 26

-78.21K

Stratos Wealth Partners, LTD.

Jun 30, 26

-1.35K

Qube Research & Technologies Ltd

Jun 30, 26

-2.46K

Envestnet Portfolio Solutions, Inc.

Jun 30, 26

-1.25K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-2

Merkkuri Wealth Advisors LLC

Jun 30, 26

-17

Brinker Capital Investments, LLC

Jun 30, 26

-6.26K

Main Street Financial Solutions, LLC

Jun 30, 26

-1.17K

CULLEN/FROST BANKERS, INC.

Jun 30, 26

-137

PARK AVENUE SECURITIES LLC

Jun 30, 26

-4.57K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-2.35K

CWM, LLC

10.70K

Mar 31, 26

+5.60K

0.17%

Bedell Frazier Investment Counseling, LLC

3.38K

Mar 31, 26

-121

0.05%

MILLINGTON SECURITIES, INC.

2.66K

Mar 31, 26

+2.66K

0.04%

Sunbelt Securities, Inc.

333

Mar 31, 26

+252

0.01%

MGB Wealth Management, LLC

1.48K

Dec 31, 25

0.02%

COMERICA BANK

1.44K

Dec 31, 25

-13

0.02%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-3.36K

0.00%

SYNOVUS FINANCIAL CORP

2.10K

Sep 30, 25

-38

0.03%

BRASS TAX WEALTH MANAGEMENT, INC

1.71K

Sep 30, 25

0.03%

Congress Wealth Management LLC / DE /

43.40K

Jun 30, 25

-97

0.70%

AVANTAX ADVISORY SERVICES, INC.

6.76K

Jun 30, 25

+754

0.11%

Atria Wealth Solutions, Inc.

2.80K

Jun 30, 25

-3.52K

0.05%

Orion Portfolio Solutions, LLC

18.48K

Mar 31, 25

+12.99K

0.30%

Sandy Spring Bank

100

Mar 31, 25

-49

0.00%

TAP Consulting, LLC

11.21K

Dec 31, 24

+2.66K

0.18%

SignalPoint Asset Management, LLC

5.82K

Dec 31, 24

-243

0.09%

Householder Group Estate & Retirement Specialist, LLC

815

Dec 31, 24

-119

0.01%

Campbell Wealth Management

Dec 31, 24

-2.62K

Raymond James Financial Services Advisors, Inc.

86.85K

Sep 30, 24

-35.12K

1.40%

RAYMOND JAMES & ASSOCIATES

77.93K

Sep 30, 24

-2.22K

1.25%

Diversified, LLC

2.41K

Sep 30, 24

0.04%

Family Asset Management, LLC

1.63K

Sep 30, 24

0.03%

Planning Capital Management Corp

126

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

18.90K

Jun 30, 24

-6

0.30%

Relative Value Partners Group, LLC

4.38K

Jun 30, 24

+4.38K

0.07%

BlackRock Inc.

1.48K

Jun 30, 24

+1.33K

0.02%

Private Ocean, LLC

369

Jun 30, 24

0.01%

ICA Group Wealth Management, LLC

Jun 30, 24

-20

Cetera Advisor Networks LLC

19.97K

Mar 31, 24

-376

0.32%

Cetera Advisors LLC

4.18K

Mar 31, 24

+604

0.07%

WADE G W & INC

5.47K

Dec 31, 23

-145

0.09%

DB Wealth Management Group, LLC

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

6.03K

Sep 30, 23

+115

0.10%

Milestone Advisory Partners

1.95K

Sep 30, 23

0.03%

KENFARB & CO.

874

Sep 30, 23

0.01%

Column Capital Advisors, LLC

Sep 30, 23

0.00%

Endurance Wealth Management, Inc.

938

Jun 30, 23

0.02%

Laurel Wealth Advisors, Inc.

35.04K

Dec 31, 22

+2.84K

0.56%

Claraphi Advisory Network, LLC

8.74K

Dec 31, 22

+8.74K

0.14%

Align Wealth Management, LLC

225

Dec 31, 22

+225

0.00%

American Portfolios Advisors

5.40K

Sep 30, 22

-245

0.09%

Maryland Capital Management

3.53K

Sep 30, 22

0.06%

Brown Advisory Securities, LLC

2.90K

Sep 30, 22

-3.20K

0.05%

Covington Capital Management

825

Sep 30, 22

0.01%

FourThought Financial, LLC

195

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

132

Sep 30, 22

0.00%

Strategic Asset Management, LLC

Sep 30, 22

-470

Nauset Wealth Management. LLC

2.50K

Mar 31, 22

0.04%

BREITER CAPITAL MANAGEMENT INC

1.70K

Mar 31, 22

0.03%

NEXT Financial Group, Inc

1.26K

Dec 31, 21

-790

0.02%

Carroll Financial Associates, Inc.

201

Dec 31, 21

0.00%

Ameritas Investment Company, LLC

39.21K

Sep 30, 21

+38.82K

0.63%

Cascadia Advisory Services, LLC

11.48K

Sep 30, 21

+305

0.18%

Hochman Cole Investment Advisors, Inc.

3.23K

Sep 30, 21

+55

0.05%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

3.12K

Sep 30, 21

+193

0.05%

Harborview Advisors, LLC

2.19K

Sep 30, 21

+15

0.04%

LEVEL FOUR FINANCIAL, LLC

2.05K

Sep 30, 21

+232

0.03%

Sonora Investment Management, LLC

200

Sep 30, 21

+200

0.00%

Winslow, Evans & Crocker, Inc.

8.41K

Dec 31, 20

+5.31K

0.14%

First Allied Advisory Services, Inc.

14.36K

Sep 30, 20

+14.36K

0.23%

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

3.41K

Sep 30, 20

-169

0.05%

Watson Rebecca

Sep 30, 20

-110

Global Financial Private Capital, Inc

Jun 30, 20

-3

Squar Milner Financial Services LLC

1.06K

Mar 31, 20

0.02%

Advisor Group, Inc.

99.91K

Dec 31, 19

+2.10K

1.60%

LADENBURG THALMANN FINANCIAL SERVICES INC.

62.80K

Dec 31, 19

+17.71K

1.01%

Sequoia Wealth Management, LLC

2.66K

Dec 31, 19

-2.86K

0.04%

SUNTRUST BANKS INC

29.82K

Sep 30, 19

-41.70K

0.48%

Premia Global Advisors, LLC

5.22K

Sep 30, 19

-357

0.08%

BB&T SECURITIES, LLC

3.14K

Sep 30, 19

-20.72K

0.05%

Planning Solutions Group LLC

12.88K

Jun 30, 19

+1.07K

0.21%

HL FINANCIAL SERVICES LLC

43.75K

Mar 31, 19

+8.43K

0.70%

AVIANCE CAPITAL MANAGEMENT, LLC

17.63K

Mar 31, 19

+3.07K

0.28%

WealthTrust Fairport, LLC

7.10K

Mar 31, 19

+5.90K

0.11%

Ceros Financial Services Inc.

312

Mar 31, 19

+312

0.01%

NEXT Financial Holdings

Mar 31, 19

+31

0.00%

BREMER TRUST NATIONAL ASSOCIATION

Dec 31, 18

+67

0.00%

COMERICA SECURITIES INC

Dec 31, 18

-1.49K

CUE ADVISORY SERVICES, INC.

5.76K

Sep 30, 18

+1.44K

0.09%

J&P(CHINA)CAPITAL MANAGEMENT CO.,LTD

Sep 30, 18

WealthShield, LLC

2.68K

Dec 31, 17

+2.68K

0.04%

BB&T INVESTMENT SERVICES, INC.

Dec 31, 17

+11

0.00%

Commonwealth Equity Services, Inc

47.90K

Jun 30, 17

+5.25K

0.77%

WFG Advisors, LP

Jun 30, 17

-1.28K

FIRST FINANCIAL EQUITY CORPORATION

8.65K

Mar 31, 17

+8.65K

0.14%

MSI Financial Services Inc

16.49K

Dec 31, 16

-1.21K

0.26%

SOCIETE GENERALE

92.21K

Jun 30, 16

+92.21K

1.48%

Valentine Capital Asset Management, Inc.

18.27K

Dec 31, 15

-3.08K

0.29%

SMITH HAYES Advisers, Inc

4.75K

Dec 31, 15

-391

0.08%

CITY NATIONAL BANK

2.55K

Sep 30, 15

-107

0.04%

MANAGED ACCOUNT ADVISORS LLC

13.83K

Jun 30, 15

+9.57K

0.22%

BAIRD ROBERT W & CO INC /WI/

48.92K

Mar 31, 15

+763

0.79%

STERNE AGEE GROUP, INC.

16.56K

Mar 31, 15

+293

0.27%

Placemark Investments, Inc.

20.84K

Dec 31, 14

+1.82K

0.33%

NEW ENGLAND SECURITIES CORP /MA/

1.93K

Dec 31, 14

-11.41K

0.03%

UBS AG

725.78K

Sep 30, 14

+38.17K

11.66%

1919 Investment Counsel, LLC

5.01K

Sep 30, 14

0.08%

Perimeter Capital Partners, LLC

Sep 30, 14

-4.91K

COMMUNITY BANK SYSTEM, INC.

Sep 30, 14

-112

STIFEL NICOLAUS & CO INC \MO\

84.87K

Sep 30, 13

+65.55K

1.36%

First Allied Securities, Inc.

3.25K

Jun 30, 12

-5.21K

0.05%

NOLLENBERGER CAPITAL PARTNERS INC

280

Dec 31, 10

0.00%