First Trust TCW Opportunistic Fixed Income ETF(FIXD)

$43.26▼-0.09 (-20.32%)

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First Trust TCW Opportunistic Fixed Income ETF(FIXD)

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$43.26▼-0.09 (-20.32%)

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FIXD(FIXD)

FIXD

Overview Intelligence Chart History Fundmntls TTM Earnings Growth Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 414 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	8.91M	Mar 31, 26	+47.71K	11.48%
LPL Financial LLC	8.09M	Mar 31, 26	+1.02M	10.43%
WELLS FARGO & COMPANY/MN	5.95M	Mar 31, 26	+24.00K	7.67%
RAYMOND JAMES FINANCIAL INC	2.82M	Mar 31, 26	-79.96K	3.63%
AMERIPRISE FINANCIAL INC	2.31M	Mar 31, 26	-958.92K	2.98%
ENVESTNET ASSET MANAGEMENT INC	2.26M	Mar 31, 26	+76.93K	2.91%
HighTower Advisors, LLC	1.64M	Mar 31, 26	+199.75K	2.11%
ROYAL BANK OF CANADA	1.54M	Mar 31, 26	+102.25K	1.98%
UBS Group AG	1.54M	Mar 31, 26	+10.96K	1.98%
TRUIST FINANCIAL CORP	1.20M	Mar 31, 26	+34.02K	1.55%
Cetera Investment Advisers	945.69K	Mar 31, 26	-1.84K	1.22%
BANK OF AMERICA CORP /DE/	915.60K	Mar 31, 26	-98.84K	1.18%
Geneos Wealth Management Inc.	856.73K	Mar 31, 26	+291.70K	1.10%
Commonwealth Financial Services, LLC	784.26K	Mar 31, 26	+58.87K	1.01%
Cambridge Investment Research Advisors, Inc.	764.93K	Mar 31, 26	+13.21K	0.99%
ADVISOR GROUP HOLDINGS, INC.	759.10K	Mar 31, 26	-82.24K	0.98%
THRIVENT FINANCIAL FOR LUTHERANS	739.52K	Mar 31, 26	+24.24K	0.95%
WILEY BROS.-AINTREE CAPITAL, LLC	731.65K	Mar 31, 26	+51.54K	0.94%
NewEdge Advisors, LLC	728.54K	Mar 31, 26	-49.41K	0.94%
GDS Wealth Management	685.74K	Mar 31, 26	+77.58K	0.88%
SRS Capital Advisors, Inc.	638.96K	Mar 31, 26	+42.20K	0.82%
Great Lakes Retirement, Inc.	638.19K	Mar 31, 26	+15.31K	0.82%
STIFEL FINANCIAL CORP	571.26K	Mar 31, 26	+32.05K	0.74%
Baird Financial Group, Inc.	538.34K	Mar 31, 26	+3.48K	0.69%
Prospera Financial Services Inc	535.83K	Mar 31, 26	+7.44K	0.69%
PARK NATIONAL CORP /OH/	489.88K	Mar 31, 26	+157.90K	0.63%
COMMONWEALTH EQUITY SERVICES, LLC	459.42K	Mar 31, 26	-87.97K	0.59%
TCP Asset Management, LLC	421.94K	Mar 31, 26	+13.83K	0.54%
Per Stirling Capital Management, LLC.	419.91K	Mar 31, 26	+65.90K	0.54%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	406.94K	Mar 31, 26	+372.87K	0.52%
JANE STREET GROUP, LLC	393.92K	Mar 31, 26	+384.05K	0.51%
Alpha Financial Advisors, LLC	380.90K	Mar 31, 26	-3.82K	0.49%
Dominguez Wealth Management Solutions, Inc.	327.08K	Mar 31, 26	+5.69K	0.42%
Rockefeller Capital Management L.P.	250.50K	Mar 31, 26	-48.66K	0.32%
Triumph Capital Management	233.82K	Mar 31, 26	-1.26K	0.30%
FIRST TRUST ADVISORS LP	230.37K	Mar 31, 26	+27.19K	0.30%
MML INVESTORS SERVICES, LLC	230.13K	Mar 31, 26	-25.55K	0.30%
LexAurum Advisors, LLC	225.41K	Mar 31, 26	+225.41K	0.29%
Janney Montgomery Scott LLC	223.33K	Mar 31, 26	+10.13K	0.29%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	219.00K	Mar 31, 26	+46.17K	0.28%
Mariner, LLC	208.40K	Mar 31, 26	-425.28K	0.27%
MGO ONE SEVEN LLC	206.78K	Mar 31, 26	+23.96K	0.27%
IFP Advisors, Inc	206.63K	Mar 31, 26	+4.30K	0.27%
BENJAMIN EDWARDS INC	199.50K	Mar 31, 26	+11.38K	0.26%
TWIN PEAKS WEALTH ADVISORS, LLC	189.77K	Mar 31, 26	+8.61K	0.24%
Integrated Wealth Concepts LLC	189.33K	Mar 31, 26	+147.42K	0.24%
Landmark Wealth Management, LLC	187.92K	Mar 31, 26	+36.35K	0.24%
Sanctuary Advisors, LLC	176.87K	Mar 31, 26	+1.75K	0.23%
RFG Advisory, LLC	165.23K	Mar 31, 26	+97.26K	0.21%
Kestra Advisory Services, LLC	152.62K	Mar 31, 26	-13.24K	0.20%
CoreCap Advisors, LLC	137.92K	Mar 31, 26	+7.38K	0.18%
ERn Financial, LLC	136.33K	Mar 31, 26	+202	0.18%
Larson Financial Group LLC	122.79K	Mar 31, 26	-103.74K	0.16%
Stratos Wealth Partners, LTD.	122.72K	Mar 31, 26	+1.79K	0.16%
Bennett Associates Wealth Management	116.55K	Mar 31, 26	-23.81K	0.15%
Equitable Holdings, Inc.	116.26K	Mar 31, 26	+5.62K	0.15%
Private Advisor Group, LLC	114.22K	Mar 31, 26	-4.19K	0.15%
Darwin Wealth Management, LLC	112.04K	Mar 31, 26	+35.20K	0.14%
ASSETMARK, INC	108.00K	Mar 31, 26	+5.19K	0.14%
Retirement Planning Group	107.09K	Mar 31, 26	+10.95K	0.14%
Paul Damon & Associates, Inc.	106.15K	Mar 31, 26	+9.72K	0.14%
Sequent Planning LLC	103.95K	Mar 31, 26	-2.31K	0.13%
Keystone Wealth Services, LLC	103.25K	Mar 31, 26	+585	0.13%
Ashton Thomas Private Wealth, LLC	101.99K	Mar 31, 26	+10.50K	0.13%
Capital Planning LLC	101.09K	Mar 31, 26	-136	0.13%
CreativeOne Wealth, LLC	95.47K	Mar 31, 26	-2.11K	0.12%
Mutual Advisors, LLC	94.91K	Mar 31, 26	+4.19K	0.12%
Kingsview Wealth Management, LLC	93.36K	Mar 31, 26	-18.19K	0.12%
FSB PREMIER WEALTH MANAGEMENT, INC.	91.89K	Mar 31, 26	-3.65K	0.12%
BCGM Wealth Management, LLC	88.17K	Mar 31, 26	+6.89K	0.11%
Pensionmark Financial Group, LLC	84.94K	Mar 31, 26	-1.07K	0.11%
HBW Advisory Services LLC	84.50K	Mar 31, 26	+873	0.11%
HARBOUR INVESTMENTS, INC.	84.50K	Mar 31, 26	+15.94K	0.11%
Westside Investment Management, Inc.	83.91K	Mar 31, 26	+16.32K	0.11%
INDEPENDENT FINANCIAL GROUP, LLC	82.23K	Mar 31, 26	+23.13K	0.11%
Gateway Wealth Partners, LLC	75.47K	Mar 31, 26	+40.29K	0.10%
Atria Investments, Inc	75.14K	Mar 31, 26	-437.04K	0.10%
FAGAN ASSOCIATES, INC.	74.83K	Mar 31, 26	-1.58K	0.10%
CFO4Life Group, LLC	73.70K	Mar 31, 26	-1.84K	0.09%
OPPENHEIMER & CO INC	73.10K	Mar 31, 26	+3.89K	0.09%
FIFTH THIRD BANCORP	73.04K	Mar 31, 26	+73.04K	0.09%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	70.91K	Mar 31, 26	-15.30K	0.09%
Bank of New York Mellon Corp	70.11K	Mar 31, 26	+1.51K	0.09%
Betterment LLC	69.87K	Mar 31, 26	-1.77K	0.09%
Kovack Advisors, Inc.	69.42K	Mar 31, 26	-797	0.09%
Cannon Financial Strategists, Inc.	68.90K	Mar 31, 26	+2.24K	0.09%
CWM, LLC	66.57K	Mar 31, 26	-26.14K	0.09%
Core Wealth Partners LLC	65.84K	Mar 31, 26	+1.45K	0.08%
WealthCare Investment Partners, LLC	65.64K	Mar 31, 26	+3.17K	0.08%
FLOW TRADERS U.S. LLC	64.74K	Mar 31, 26	+12.38K	0.08%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	63.95K	Mar 31, 26	+2.63K	0.08%
Farther Finance Advisors, LLC	63.82K	Mar 31, 26	-42.67K	0.08%
Brinker Capital Investments, LLC	59.78K	Mar 31, 26	+2.34K	0.08%
HOWARD FINANCIAL SERVICES, LTD.	59.41K	Mar 31, 26	-2.65K	0.08%
CITADEL ADVISORS LLC	57.61K	Mar 31, 26	-64.46K	0.07%
Concurrent Investment Advisors, LLC	57.20K	Mar 31, 26	-14.18K	0.07%
Harvest Investment Services, LLC	55.57K	Mar 31, 26	-1.97K	0.07%
AE Wealth Management LLC	55.15K	Mar 31, 26	+5.48K	0.07%
LaSalle St. Investment Advisors, LLC	55.00K	Mar 31, 26	+74	0.07%
Cornerstone Wealth Management, LLC	53.25K	Mar 31, 26	-52.57K	0.07%
OLD MISSION CAPITAL LLC	51.67K	Mar 31, 26	+51.67K	0.07%
U.S. Capital Wealth Advisors, LLC	49.33K	Mar 31, 26	--	0.06%
D.A. DAVIDSON & CO.	48.31K	Mar 31, 26	-711	0.06%
Global View Capital Management LLC	47.63K	Mar 31, 26	-2.16K	0.06%
IAMS WEALTH MANAGEMENT, LLC	47.45K	Mar 31, 26	+17.34K	0.06%
Beacon Pointe Advisors, LLC	47.29K	Mar 31, 26	+15.38K	0.06%
First Financial Group Corp	45.56K	Mar 31, 26	-70	0.06%
Ameritas Advisory Services, LLC	43.82K	Mar 31, 26	-2.85K	0.06%
Steward Partners Investment Advisory, LLC	43.77K	Mar 31, 26	-7.17K	0.06%
PARK AVENUE SECURITIES LLC	43.46K	Mar 31, 26	+43.46K	0.06%
NewSquare Capital LLC	42.93K	Mar 31, 26	+7.42K	0.06%
CENTAURUS FINANCIAL, INC.	42.41K	Mar 31, 26	-90.39K	0.05%
Western Wealth Management, LLC	42.30K	Mar 31, 26	-7.39K	0.05%
Entruity Wealth, LLC	41.94K	Mar 31, 26	+2.47K	0.05%
GOLDMAN SACHS GROUP INC	41.59K	Mar 31, 26	+41.59K	0.05%
National Wealth Management Group, LLC	40.16K	Mar 31, 26	+12.52K	0.05%
American Financial Advisors, LLC	39.23K	Mar 31, 26	-804	0.05%
Intrua Financial, LLC	37.61K	Mar 31, 26	-71.68K	0.05%
Creative Planning	37.49K	Mar 31, 26	+18.80K	0.05%
HCR Wealth Advisors	36.62K	Mar 31, 26	+274	0.05%
COLUMBIA ADVISORY PARTNERS LLC	34.57K	Mar 31, 26	-2.15K	0.04%
Drake & Associates, LLC	33.30K	Mar 31, 26	-3.65K	0.04%
Pinnacle Family Advisors, LLC	32.63K	Mar 31, 26	+1.55K	0.04%
Maia Wealth LLC	32.47K	Mar 31, 26	-3.30K	0.04%
Triad Wealth Partners, LLC	31.41K	Mar 31, 26	+18.82K	0.04%
Gladstone Institutional Advisory LLC	31.39K	Mar 31, 26	-2.83K	0.04%
QTR Family Wealth, LLC	31.18K	Mar 31, 26	-2.45K	0.04%
CONDOR CAPITAL MANAGEMENT	30.47K	Mar 31, 26	+8.39K	0.04%
WCG Wealth Advisors LLC	30.06K	Mar 31, 26	+9	0.04%
Snowden Capital Advisors LLC	29.82K	Mar 31, 26	-40.43K	0.04%
INSPIRION WEALTH ADVISORS, LLC	27.25K	Mar 31, 26	-9.77K	0.04%
Brookstone Capital Management	27.10K	Mar 31, 26	-1.49K	0.03%
Richmond Investment Services, LLC	26.54K	Mar 31, 26	+76	0.03%
Independent Advisor Alliance	26.41K	Mar 31, 26	+26.41K	0.03%
Claris Financial LLC	25.37K	Mar 31, 26	-135	0.03%
WEST MICHIGAN ADVISORS, LLC	25.10K	Mar 31, 26	-1.21K	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	24.65K	Mar 31, 26	-15.04K	0.03%
IHT Wealth Management, LLC	24.55K	Mar 31, 26	-2.16K	0.03%
Foundations Investment Advisors, LLC	23.39K	Mar 31, 26	+906	0.03%
Advance Capital Management, Inc.	22.90K	Mar 31, 26	-1.90K	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	22.75K	Mar 31, 26	-4.75K	0.03%
Cambridge Advisors Inc.	21.73K	Mar 31, 26	-781	0.03%
Envestnet Portfolio Solutions, Inc.	21.62K	Mar 31, 26	-2.42K	0.03%
Mount Yale Investment Advisors, LLC	21.30K	Mar 31, 26	-192	0.03%
Vestmark Advisory Solutions, Inc.	21.30K	Mar 31, 26	-193	0.03%
Merit Financial Group, LLC	21.10K	Mar 31, 26	+3	0.03%
Laraway Financial Advisors Inc	20.80K	Mar 31, 26	+95	0.03%
Advisory Alpha, LLC	20.47K	Mar 31, 26	-296	0.03%
CLG LLC	20.47K	Mar 31, 26	-636	0.03%
First PREMIER Bank	19.17K	Mar 31, 26	--	0.02%
Pinnacle Bancorp, Inc.	19.10K	Mar 31, 26	+3.64K	0.02%
Acorn Wealth Advisors, LLC	18.65K	Mar 31, 26	+93	0.02%
BEACON FINANCIAL GROUP	18.59K	Mar 31, 26	-517	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	18.22K	Mar 31, 26	-10.47K	0.02%
Walkner Condon Financial Advisors LLC	18.21K	Mar 31, 26	+727	0.02%
Q3 Asset Management	17.84K	Mar 31, 26	+17.84K	0.02%
PFG Advisors	17.78K	Mar 31, 26	-3.92K	0.02%
Comprehensive Financial Consultants Institutional, Inc.	17.57K	Mar 31, 26	+298	0.02%
Cyndeo Wealth Partners, LLC	17.55K	Mar 31, 26	-3.97K	0.02%
Capital Investment Advisory Services, LLC	17.50K	Mar 31, 26	+3.23K	0.02%
GSG Advisors LLC	16.96K	Mar 31, 26	-355	0.02%
Altus Wealth Group LLC	16.72K	Mar 31, 26	+1.50K	0.02%
Perigon Wealth Management, LLC	16.03K	Mar 31, 26	-1.27K	0.02%
Mach-1 Financial Group, LLC	16.01K	Mar 31, 26	-1.45K	0.02%
Patriot Financial Group Insurance Agency, LLC	15.77K	Mar 31, 26	+7.78K	0.02%
BlueChip Wealth Advisors LLC	15.69K	Mar 31, 26	+2.39K	0.02%
Rossby Financial, LCC	14.80K	Mar 31, 26	+695	0.02%
MILESTONE ASSET MANAGEMENT, LLC	14.80K	Mar 31, 26	+14.80K	0.02%
FOUNDERS FINANCIAL SECURITIES LLC	13.98K	Mar 31, 26	+457	0.02%
NewEdge Wealth, LLC	13.80K	Mar 31, 26	+33	0.02%
Advisory Services Network, LLC	13.61K	Mar 31, 26	+1.40K	0.02%
United Advisor Group, LLC	13.11K	Mar 31, 26	-3.62K	0.02%
COTTONWOOD CAPITAL ADVISORS, LLC	12.88K	Mar 31, 26	-37	0.02%
KG&L Capital Management,LLC	12.42K	Mar 31, 26	+217	0.02%
BELLEVUE ASSET MANAGEMENT, LLC	12.38K	Mar 31, 26	+63	0.02%
NOVEM GROUP	12.33K	Mar 31, 26	+12.33K	0.02%
PRIVATE TRUST CO NA	12.26K	Mar 31, 26	+627	0.02%
Sound Income Strategies, LLC	11.44K	Mar 31, 26	-767	0.01%
JPMORGAN CHASE & CO	11.40K	Mar 31, 26	+7.61K	0.01%
NBC SECURITIES, INC.	11.39K	Mar 31, 26	-638	0.01%
Resources Investment Advisors, LLC.	11.25K	Mar 31, 26	+11.25K	0.01%
Savvy Advisors, Inc.	11.20K	Mar 31, 26	-3.04K	0.01%
DAVENPORT & Co LLC	11.11K	Mar 31, 26	+564	0.01%
CITIGROUP INC	10.83K	Mar 31, 26	+41	0.01%
USAdvisors Wealth Management, LLC	10.53K	Mar 31, 26	-268	0.01%
Clear Creek Financial Management, LLC	10.39K	Mar 31, 26	-172	0.01%
Quadcap Wealth Management, LLC	10.37K	Mar 31, 26	--	0.01%
Andina Capital Management, LLC	10.22K	Mar 31, 26	-14.39K	0.01%
Miracle Mile Advisors, LLC	10.15K	Mar 31, 26	+63	0.01%
Focus Financial Network, Inc.	10.10K	Mar 31, 26	+60	0.01%
PRINCIPAL SECURITIES, INC.	10.09K	Mar 31, 26	+417	0.01%
PRIVATE CLIENT SERVICES, LLC	9.46K	Mar 31, 26	+76	0.01%
Winthrop Advisory Group LLC	9.07K	Mar 31, 26	+9.07K	0.01%
Holos Integrated Wealth LLC	9.04K	Mar 31, 26	-2.52K	0.01%
Apollon Wealth Management, LLC	8.83K	Mar 31, 26	-469	0.01%
TCFG WEALTH MANAGEMENT, LLC	8.76K	Mar 31, 26	+23	0.01%
Lighthouse Wealth Management Inc.	8.65K	Mar 31, 26	-249	0.01%
Seascape Capital Management	8.61K	Mar 31, 26	--	0.01%
EQ LLC	8.60K	Mar 31, 26	+312	0.01%
Summit Financial, LLC	8.40K	Mar 31, 26	-2.80K	0.01%
SILVER OAK SECURITIES, INCORPORATED	8.14K	Mar 31, 26	-105.27K	0.01%
OneAscent Financial Services LLC	8.00K	Mar 31, 26	-62	0.01%
Van Hulzen Asset Management, LLC	7.90K	Mar 31, 26	--	0.01%
Integrated Advisors Network LLC	7.73K	Mar 31, 26	-209	0.01%
Regal Investment Advisors LLC	7.69K	Mar 31, 26	+526	0.01%
Ausdal Financial Partners, Inc.	7.65K	Mar 31, 26	-963	0.01%
Cooper Financial Group	7.36K	Mar 31, 26	+942	0.01%
Sherrill & Hutchins Financial Advisory, Inc	7.36K	Mar 31, 26	+7.36K	0.01%
Spire Wealth Management	7.13K	Mar 31, 26	-1.06K	0.01%
J.W. COLE ADVISORS, INC.	7.08K	Mar 31, 26	-305	0.01%
ABLE Financial Group, LLC	7.08K	Mar 31, 26	-654	0.01%
RDA Financial Network	7.06K	Mar 31, 26	-782	0.01%
Asset Allocation Strategies LLC	6.79K	Mar 31, 26	+637	0.01%
ROI Financial Advisors, LLC	6.75K	Mar 31, 26	+1.44K	0.01%
BANK OF MONTREAL /CAN/	6.62K	Mar 31, 26	+3.13K	0.01%
TWO SIGMA SECURITIES, LLC	6.58K	Mar 31, 26	-3.25K	0.01%
CHOREO, LLC	6.54K	Mar 31, 26	-18	0.01%
Vise Technologies, Inc.	6.45K	Mar 31, 26	--	0.01%
American Institute for Advanced Investment Management, LLP	6.45K	Mar 31, 26	+760	0.01%
TrueWealth Advisors, LLC	6.35K	Mar 31, 26	-293	0.01%
Arkadios Wealth Advisors	6.32K	Mar 31, 26	+6.32K	0.01%
Farmers & Merchants Trust Co of Long Beach	6.26K	Mar 31, 26	+6.26K	0.01%
RENAISSANCE TECHNOLOGIES LLC	6.20K	Mar 31, 26	+6.20K	0.01%
EdgeRock Capital LLC	6.19K	Mar 31, 26	+3	0.01%
Goldstone Financial Group, LLC	6.19K	Mar 31, 26	-535	0.01%
Csenge Advisory Group	6.19K	Mar 31, 26	-29.05K	0.01%
Sigma Planning Corp	6.17K	Mar 31, 26	-9.98K	0.01%
Parallel Advisors, LLC	6.14K	Mar 31, 26	+6.14K	0.01%
GeoWealth Management, LLC	6.12K	Mar 31, 26	-313	0.01%
Quad-Cities Investment Group, LLC	6.11K	Mar 31, 26	+36	0.01%
LEIGH BALDWIN & CO., LLC	5.88K	Mar 31, 26	-295	0.01%
Beacon Financial Advisory LLC	5.63K	Mar 31, 26	-150	0.01%
Maridea Wealth Management LLC	5.61K	Mar 31, 26	-4.13K	0.01%
Old Port Advisors	5.47K	Mar 31, 26	-2.70K	0.01%
Waverly Advisors, LLC	5.42K	Mar 31, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	5.42K	Mar 31, 26	+524	0.01%
First Heartland Consultants, Inc.	5.28K	Mar 31, 26	-1.36K	0.01%
Summit Wealth Partners, LLC	5.13K	Mar 31, 26	+5.13K	0.01%
Cerity Partners LLC	5.04K	Mar 31, 26	-2.58K	0.01%
TD Capital Management LLC	5.02K	Mar 31, 26	+56	0.01%
CHIRON CAPITAL MANAGEMENT, LLC	4.99K	Mar 31, 26	+4.99K	0.01%
Lloyd Advisory Services, LLC.	4.91K	Mar 31, 26	+4.87K	0.01%
Kingdom Financial Group LLC.	4.91K	Mar 31, 26	-2.84K	0.01%
Allworth Financial LP	4.42K	Mar 31, 26	+9	0.01%
Scarborough Advisors, LLC	3.88K	Mar 31, 26	-1.31K	0.00%
Newbridge Financial Services Group, Inc.	3.80K	Mar 31, 26	-3.13K	0.00%
Synergy Investment Management, LLC	3.71K	Mar 31, 26	+3.71K	0.00%
US BANCORP \DE\	3.07K	Mar 31, 26	+130	0.00%
SBI Securities Co., Ltd.	3.00K	Mar 31, 26	+1	0.00%
Golden State Wealth Management, LLC	2.94K	Mar 31, 26	-15.16K	0.00%
Bogart Wealth, LLC	2.64K	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	1.69K	Mar 31, 26	+1.69K	0.00%
Raleigh Capital Management Inc.	1.51K	Mar 31, 26	-123	0.00%
First Pacific Financial	1.39K	Mar 31, 26	-742	0.00%
JONES FINANCIAL COMPANIES LLLP	1.30K	Mar 31, 26	+1.30K	0.00%
MAI Capital Management	1.19K	Mar 31, 26	--	0.00%
Richard W. Paul & Associates, LLC	1.00K	Mar 31, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	990	Mar 31, 26	+380	0.00%
GILL CAPITAL PARTNERS, LLC	900	Mar 31, 26	+900	0.00%
Wagner Wealth Management, LLC	889	Mar 31, 26	+8	0.00%
Merkkuri Wealth Advisors LLC	804	Mar 31, 26	+804	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	716	Mar 31, 26	+716	0.00%
Aptus Capital Advisors, LLC	716	Mar 31, 26	-1.50K	0.00%
Integrity Financial Corp /WA	677	Mar 31, 26	-621	0.00%
Quest 10 Wealth Builders, Inc.	608	Mar 31, 26	-42	0.00%
Tanglewood Legacy Advisors, LLC	480	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	444	Mar 31, 26	+444	0.00%
WOLFF WIESE MAGANA LLC	425	Mar 31, 26	+424	0.00%
AdvisorNet Financial, Inc	420	Mar 31, 26	--	0.00%
Golden State Equity Partners	418	Mar 31, 26	+418	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	399	Mar 31, 26	+399	0.00%
Smartleaf Asset Management LLC	313	Mar 31, 26	+251	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	284	Mar 31, 26	--	0.00%
Tidemark, LLC	239	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	225	Mar 31, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	225	Mar 31, 26	--	0.00%
IFG Advisory, LLC	200	Mar 31, 26	-35.83K	0.00%
AMERICAN NATIONAL BANK	198	Mar 31, 26	--	0.00%
Founders Financial Alliance, LLC	186	Mar 31, 26	--	0.00%
Glen Eagle Advisors, LLC	154	Mar 31, 26	+2	0.00%
AMERIFLEX GROUP, INC.	145	Mar 31, 26	+12	0.00%
Root Financial Partners, LLC	145	Mar 31, 26	--	0.00%
IMG Wealth Management, Inc.	143	Mar 31, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	142	Mar 31, 26	+142	0.00%
DHJJ Financial Advisors, Ltd.	127	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	104	Mar 31, 26	-10	0.00%
Transamerica Financial Advisors, Inc.	81	Mar 31, 26	+31	0.00%
GKV Capital Management Co., Inc.	73	Mar 31, 26	+73	0.00%
Dunhill Financial, LLC	47	Mar 31, 26	+47	0.00%
Horizon Investments, LLC	44	Mar 31, 26	+21	0.00%
Bernard Wealth Management Corp.	33	Mar 31, 26	--	0.00%
Hilltop National Bank	24	Mar 31, 26	-72	0.00%
Elevated Capital Advisors, LLC	24	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	13	Mar 31, 26	--	0.00%
Spurstone Advisory Services, LLC	12	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	4	Mar 31, 26	+4	0.00%
FMR LLC	2	Mar 31, 26	--	0.00%
Archer Investment Corp	1	Mar 31, 26	-1	0.00%
CI Private Wealth, LLC	--	Mar 31, 26	-4.84K	--
FIRST HORIZON CORP	--	Mar 31, 26	-4.04K	--
Stablepoint Partners, LLC	--	Mar 31, 26	-4.71K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-3.85K	--
LeClair Wealth Partners LLC	--	Mar 31, 26	-398.45K	--
Hilltop Holdings Inc.	--	Mar 31, 26	-5.43K	--
Collaborative Wealth Managment Inc.	--	Mar 31, 26	-13.75K	--
Dynamic Advisor Solutions LLC	--	Mar 31, 26	-10.03K	--
Blackhawk Capital Partners LLC.	--	Mar 31, 26	-6.49K	--
Keystone Financial Group	--	Mar 31, 26	-7.79K	--
BARNES PETTEY FINANCIAL ADVISORS, LLC	--	Mar 31, 26	-4.52K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-1.01K	--
Modern Wealth Management, LLC	--	Mar 31, 26	-6.19K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-114.87K	--
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	--	Mar 31, 26	-5.79K	--
Opes Wealth Management LLC	--	Mar 31, 26	-210.09K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-4.71K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-185.61K	--
PINNACLE ASSOCIATES LTD	--	Mar 31, 26	-4.91K	--
CAPTRUST FINANCIAL ADVISORS	--	Mar 31, 26	-6.70K	--
Worth Financial Advisory Group, LLC	--	Mar 31, 26	-5.72K	--
MILLENNIUM MANAGEMENT LLC	--	Mar 31, 26	-7.94K	--
StoneX Group Inc.	--	Mar 31, 26	-67.95K	--
Strategic Blueprint, LLC	--	Mar 31, 26	-5.05K	--
Engineers Gate Manager LP	--	Mar 31, 26	-12.95K	--
Pine Valley Investments Ltd Liability Co	131.63K	Dec 31, 25	-8.48K	0.17%
COMERICA BANK	70.91K	Dec 31, 25	+15.95K	0.09%
Allen Capital Group, LLC	18.32K	Dec 31, 25	-1.60K	0.02%
TUCKER ASSET MANAGEMENT LLC	5.79K	Dec 31, 25	-1.18K	0.01%
Global Retirement Partners, LLC	4.43K	Dec 31, 25	-6.54K	0.01%
SageView Advisory Group, LLC	1.88K	Dec 31, 25	+1.88K	0.00%
GPS Wealth Strategies Group, LLC	700	Dec 31, 25	-250	0.00%
Lion Street Advisors, LLC	4.29K	Sep 30, 25	-902	0.01%
Financial Advocates Investment Management	--	Sep 30, 25	-20.96K	--
L.M. KOHN & COMPANY	--	Sep 30, 25	-17.44K	--
Elios Financial Group Inc.	471.88K	Jun 30, 25	-19.16K	0.61%
AVANTAX ADVISORY SERVICES, INC.	298.69K	Jun 30, 25	-65.44K	0.38%
First Horizon Advisors, Inc.	92.92K	Jun 30, 25	+4.68K	0.12%
Clarity Capital Partners LLC	19.29K	Jun 30, 25	-20.73K	0.02%
Atria Wealth Solutions, Inc.	17.42K	Jun 30, 25	-118.09K	0.02%
Capital A Wealth Management, LLC	350	Jun 30, 25	+350	0.00%
Orion Portfolio Solutions, LLC	61.21K	Mar 31, 25	-33.35K	0.08%
Cutter & CO Brokerage, Inc.	54.43K	Mar 31, 25	+5.15K	0.07%
Grant/GrossMendelsohn, LLC	23.48K	Mar 31, 25	--	0.03%
Sandy Spring Bank	--	Mar 31, 25	-29	--
AlphaMark Advisors, LLC	161.56K	Dec 31, 24	+10.05K	0.21%
Bison Wealth, LLC	46.50K	Dec 31, 24	-1.80K	0.06%
Private Portfolio Partners LLC	24.68K	Dec 31, 24	-1.11K	0.03%
WINTRUST INVESTMENTS LLC	1.01K	Dec 31, 24	-141	0.00%
Sugarloaf Wealth Management, LLC	183	Dec 31, 24	+2	0.00%
WR Wealth Planners, LLC	7	Dec 31, 24	--	0.00%
SignalPoint Asset Management, LLC	--	Dec 31, 24	-59.20K	--
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-316	--
Raymond James Financial Services Advisors, Inc.	2.41M	Sep 30, 24	-145.70K	3.11%
RAYMOND JAMES & ASSOCIATES	1.84M	Sep 30, 24	-409.94K	2.36%
CEDRUS LLC	333.07K	Sep 30, 24	+90.36K	0.43%
RAYMOND JAMES TRUST N.A.	20.94K	Sep 30, 24	+4.84K	0.03%
Kowal Investment Group, LLC	18.09K	Sep 30, 24	-1.17K	0.02%
Sweet Financial Partners, LLC	8.29K	Sep 30, 24	-459	0.01%
SpiderRock Advisors, LLC	5.18K	Sep 30, 24	+5.18K	0.01%
Peterson Financial Group, Inc.	222	Sep 30, 24	+222	0.00%
Solano Wealth Management, Inc.	268.63K	Jun 30, 24	+9.03K	0.35%
BENJAMIN F. EDWARDS & COMPANY, INC.	119.10K	Jun 30, 24	+11.96K	0.15%
ICA Group Wealth Management, LLC	46.82K	Jun 30, 24	-112.09K	0.06%
Coppell Advisory Solutions Corp.	1.43M	Mar 31, 24	+1.43M	1.84%
Cetera Advisors LLC	619.05K	Mar 31, 24	+315.86K	0.80%
Cetera Advisor Networks LLC	473.91K	Mar 31, 24	-16.45K	0.61%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	74.76K	Mar 31, 24	+6.52K	0.10%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	12.45K	Mar 31, 24	+993	0.02%
Simplicity Solutions, LLC	36.52K	Dec 31, 23	-1.23K	0.05%
DFPG INVESTMENTS, LLC	31.38K	Dec 31, 23	-26	0.04%
WEALTHSOURCE PARTNERS, LLC	19.54K	Dec 31, 23	-235	0.03%
FOCUS FINANCIAL NETWORK INC /ADV	6.76K	Dec 31, 23	+6.76K	0.01%
WealthOne, LLC	14.64K	Sep 30, 23	-2.26K	0.02%
DUBUQUE BANK & TRUST CO	8.67K	Sep 30, 23	--	0.01%
Truadvice, LLC	5.34K	Sep 30, 23	+5.34K	0.01%
PFS INVESTMENTS INC.	894.57K	Jun 30, 23	+53.43K	1.15%
Ten Capital Wealth Advisors, LLC	750.11K	Jun 30, 23	+39.82K	0.97%
Wealth Enhancement & Preservation of GA, LLC	67.64K	Jun 30, 23	+1.20K	0.09%
HERON FINANCIAL GROUP, LLC	13.11K	Jun 30, 23	-1.14K	0.02%
Barber Financial Group, Inc.	13.94K	Mar 31, 23	+67	0.02%
Ahrens Investment Partners LLC	1.80K	Mar 31, 23	+1.80K	0.00%
CFO4Life, L.P.	207.27K	Dec 31, 22	+207.27K	0.27%
S.C. Financial Services, Inc.	37.10K	Dec 31, 22	+7.97K	0.05%
TRUSTCORE FINANCIAL SERVICES, LLC	2.84K	Dec 31, 22	--	0.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	140.61K	Sep 30, 22	+112.31K	0.18%
American Portfolios Advisors	26.25K	Sep 30, 22	+26.25K	0.03%
KARLINSKI ANDREW C	1.19K	Sep 30, 22	--	0.00%
CORBETT ROAD CAPITAL MANAGEMENT, LLC	24.49K	Jun 30, 22	-6.90K	0.03%
Pinnacle Private Wealth, LLC	--	Jun 30, 22	-14.44K	--
Holloway Wealth Management, LLC	31.92K	Mar 31, 22	-24.63K	0.04%
BREITER CAPITAL MANAGEMENT INC	20.36K	Mar 31, 22	+1.29K	0.03%
Investors Financial Group, LLC	22.71K	Dec 31, 21	-114	0.03%
NEXT Financial Group, Inc	--	Dec 31, 21	-67.47K	--
Cascadia Advisory Services, LLC	69.67K	Sep 30, 21	-6.73K	0.09%
Ameritas Investment Company, LLC	56.35K	Sep 30, 21	+45.52K	0.07%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	5.82K	Sep 30, 21	-4.16K	0.01%
Nachman Norwood & Parrott, Inc	290.01K	Jun 30, 21	+10.10K	0.37%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	106.52K	Dec 31, 20	+8.17K	0.14%
OLD MISSION CAPITAL, LLC	82.39K	Dec 31, 20	+82.39K	0.11%
Winslow, Evans & Crocker, Inc.	5.40K	Dec 31, 20	+2.11K	0.01%
First Allied Advisory Services, Inc.	209.55K	Sep 30, 20	+40.79K	0.27%
Ruggie Capital Group	617	Sep 30, 20	+617	0.00%
ACCURATE INVESTMENT SOLUTIONS, INC.	9.91K	Mar 31, 20	+9.91K	0.01%
PHH Investments, Ltd.	1.00M	Dec 31, 19	+16.52K	1.29%
LADENBURG THALMANN FINANCIAL SERVICES INC.	263.78K	Dec 31, 19	+158.90K	0.34%
Advisor Group, Inc.	242.74K	Dec 31, 19	+73.66K	0.31%
BB&T SECURITIES, LLC	77.59K	Sep 30, 19	+16.46K	0.10%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	19.05K	Sep 30, 19	-565	0.02%
MRA Associates USA LLC	12.78K	Sep 30, 19	+12.78K	0.02%
AVIANCE CAPITAL MANAGEMENT, LLC	26.80K	Mar 31, 19	-4.46K	0.03%
HL FINANCIAL SERVICES LLC	--	Mar 31, 19	-20.91K	--
SII INVESTMENTS INC/WI	115.61K	Dec 31, 17	+115.61K	0.15%
IFC Holdings Incorporated/FL	50.61K	Dec 31, 17	+50.61K	0.07%
WealthShield, LLC	5.58K	Dec 31, 17	+5.58K	0.01%
BB&T INVESTMENT SERVICES, INC.	298	Dec 31, 17	+298	0.00%

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Holder

Date

Change

% Held

MORGAN STANLEY

8.91M

Mar 31, 26

+47.71K

11.48%

LPL Financial LLC

8.09M

Mar 31, 26

+1.02M

10.43%

WELLS FARGO & COMPANY/MN

5.95M

Mar 31, 26

+24.00K

7.67%

RAYMOND JAMES FINANCIAL INC

2.82M

Mar 31, 26

-79.96K

3.63%

AMERIPRISE FINANCIAL INC

2.31M

Mar 31, 26

-958.92K

2.98%

ENVESTNET ASSET MANAGEMENT INC

2.26M

Mar 31, 26

+76.93K

2.91%

HighTower Advisors, LLC

1.64M

Mar 31, 26

+199.75K

2.11%

ROYAL BANK OF CANADA

1.54M

Mar 31, 26

+102.25K

1.98%

UBS Group AG

1.54M

Mar 31, 26

+10.96K

1.98%

TRUIST FINANCIAL CORP

1.20M

Mar 31, 26

+34.02K

1.55%

Cetera Investment Advisers

945.69K

Mar 31, 26

-1.84K

1.22%

BANK OF AMERICA CORP /DE/

915.60K

Mar 31, 26

-98.84K

1.18%

Geneos Wealth Management Inc.

856.73K

Mar 31, 26

+291.70K

1.10%

Commonwealth Financial Services, LLC

784.26K

Mar 31, 26

+58.87K

1.01%

Cambridge Investment Research Advisors, Inc.

764.93K

Mar 31, 26

+13.21K

0.99%

ADVISOR GROUP HOLDINGS, INC.

759.10K

Mar 31, 26

-82.24K

0.98%

THRIVENT FINANCIAL FOR LUTHERANS

739.52K

Mar 31, 26

+24.24K

0.95%

WILEY BROS.-AINTREE CAPITAL, LLC

731.65K

Mar 31, 26

+51.54K

0.94%

NewEdge Advisors, LLC

728.54K

Mar 31, 26

-49.41K

0.94%

GDS Wealth Management

685.74K

Mar 31, 26

+77.58K

0.88%

SRS Capital Advisors, Inc.

638.96K

Mar 31, 26

+42.20K

0.82%

Great Lakes Retirement, Inc.

638.19K

Mar 31, 26

+15.31K

0.82%

STIFEL FINANCIAL CORP

571.26K

Mar 31, 26

+32.05K

0.74%

Baird Financial Group, Inc.

538.34K

Mar 31, 26

+3.48K

0.69%

Prospera Financial Services Inc

535.83K

Mar 31, 26

+7.44K

0.69%

PARK NATIONAL CORP /OH/

489.88K

Mar 31, 26

+157.90K

0.63%

COMMONWEALTH EQUITY SERVICES, LLC

459.42K

Mar 31, 26

-87.97K

0.59%

TCP Asset Management, LLC

421.94K

Mar 31, 26

+13.83K

0.54%

Per Stirling Capital Management, LLC.

419.91K

Mar 31, 26

+65.90K

0.54%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

406.94K

Mar 31, 26

+372.87K

0.52%

JANE STREET GROUP, LLC

393.92K

Mar 31, 26

+384.05K

0.51%

Alpha Financial Advisors, LLC

380.90K

Mar 31, 26

-3.82K

0.49%

Dominguez Wealth Management Solutions, Inc.

327.08K

Mar 31, 26

+5.69K

0.42%

Rockefeller Capital Management L.P.

250.50K

Mar 31, 26

-48.66K

0.32%

Triumph Capital Management

233.82K

Mar 31, 26

-1.26K

0.30%

FIRST TRUST ADVISORS LP

230.37K

Mar 31, 26

+27.19K

0.30%

MML INVESTORS SERVICES, LLC

230.13K

Mar 31, 26

-25.55K

0.30%

LexAurum Advisors, LLC

225.41K

Mar 31, 26

+225.41K

0.29%

Janney Montgomery Scott LLC

223.33K

Mar 31, 26

+10.13K

0.29%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

219.00K

Mar 31, 26

+46.17K

0.28%

Mariner, LLC

208.40K

Mar 31, 26

-425.28K

0.27%

MGO ONE SEVEN LLC

206.78K

Mar 31, 26

+23.96K

0.27%

IFP Advisors, Inc

206.63K

Mar 31, 26

+4.30K

0.27%

BENJAMIN EDWARDS INC

199.50K

Mar 31, 26

+11.38K

0.26%

TWIN PEAKS WEALTH ADVISORS, LLC

189.77K

Mar 31, 26

+8.61K

0.24%

Integrated Wealth Concepts LLC

189.33K

Mar 31, 26

+147.42K

0.24%

Landmark Wealth Management, LLC

187.92K

Mar 31, 26

+36.35K

0.24%

Sanctuary Advisors, LLC

176.87K

Mar 31, 26

+1.75K

0.23%

RFG Advisory, LLC

165.23K

Mar 31, 26

+97.26K

0.21%

Kestra Advisory Services, LLC

152.62K

Mar 31, 26

-13.24K

0.20%

CoreCap Advisors, LLC

137.92K

Mar 31, 26

+7.38K

0.18%

ERn Financial, LLC

136.33K

Mar 31, 26

+202

0.18%

Larson Financial Group LLC

122.79K

Mar 31, 26

-103.74K

0.16%

Stratos Wealth Partners, LTD.

122.72K

Mar 31, 26

+1.79K

0.16%

Bennett Associates Wealth Management

116.55K

Mar 31, 26

-23.81K

0.15%

Equitable Holdings, Inc.

116.26K

Mar 31, 26

+5.62K

0.15%

Private Advisor Group, LLC

114.22K

Mar 31, 26

-4.19K

0.15%

Darwin Wealth Management, LLC

112.04K

Mar 31, 26

+35.20K

0.14%

ASSETMARK, INC

108.00K

Mar 31, 26

+5.19K

0.14%

Retirement Planning Group

107.09K

Mar 31, 26

+10.95K

0.14%

Paul Damon & Associates, Inc.

106.15K

Mar 31, 26

+9.72K

0.14%

Sequent Planning LLC

103.95K

Mar 31, 26

-2.31K

0.13%

Keystone Wealth Services, LLC

103.25K

Mar 31, 26

+585

0.13%

Ashton Thomas Private Wealth, LLC

101.99K

Mar 31, 26

+10.50K

0.13%

Capital Planning LLC

101.09K

Mar 31, 26

-136

0.13%

CreativeOne Wealth, LLC

95.47K

Mar 31, 26

-2.11K

0.12%

Mutual Advisors, LLC

94.91K

Mar 31, 26

+4.19K

0.12%

Kingsview Wealth Management, LLC

93.36K

Mar 31, 26

-18.19K

0.12%

FSB PREMIER WEALTH MANAGEMENT, INC.

91.89K

Mar 31, 26

-3.65K

0.12%

BCGM Wealth Management, LLC

88.17K

Mar 31, 26

+6.89K

0.11%

Pensionmark Financial Group, LLC

84.94K

Mar 31, 26

-1.07K

0.11%

HBW Advisory Services LLC

84.50K

Mar 31, 26

+873

0.11%

HARBOUR INVESTMENTS, INC.

84.50K

Mar 31, 26

+15.94K

0.11%

Westside Investment Management, Inc.

83.91K

Mar 31, 26

+16.32K

0.11%

INDEPENDENT FINANCIAL GROUP, LLC

82.23K

Mar 31, 26

+23.13K

0.11%

Gateway Wealth Partners, LLC

75.47K

Mar 31, 26

+40.29K

0.10%

Atria Investments, Inc

75.14K

Mar 31, 26

-437.04K

0.10%

FAGAN ASSOCIATES, INC.

74.83K

Mar 31, 26

-1.58K

0.10%

CFO4Life Group, LLC

73.70K

Mar 31, 26

-1.84K

0.09%

OPPENHEIMER & CO INC

73.10K

Mar 31, 26

+3.89K

0.09%

FIFTH THIRD BANCORP

73.04K

Mar 31, 26

+73.04K

0.09%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

70.91K

Mar 31, 26

-15.30K

0.09%

Bank of New York Mellon Corp

70.11K

Mar 31, 26

+1.51K

0.09%

Betterment LLC

69.87K

Mar 31, 26

-1.77K

0.09%

Kovack Advisors, Inc.

69.42K

Mar 31, 26

-797

0.09%

Cannon Financial Strategists, Inc.

68.90K

Mar 31, 26

+2.24K

0.09%

CWM, LLC

66.57K

Mar 31, 26

-26.14K

0.09%

Core Wealth Partners LLC

65.84K

Mar 31, 26

+1.45K

0.08%

WealthCare Investment Partners, LLC

65.64K

Mar 31, 26

+3.17K

0.08%

FLOW TRADERS U.S. LLC

64.74K

Mar 31, 26

+12.38K

0.08%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

63.95K

Mar 31, 26

+2.63K

0.08%

Farther Finance Advisors, LLC

63.82K

Mar 31, 26

-42.67K

0.08%

Brinker Capital Investments, LLC

59.78K

Mar 31, 26

+2.34K

0.08%

HOWARD FINANCIAL SERVICES, LTD.

59.41K

Mar 31, 26

-2.65K

0.08%

CITADEL ADVISORS LLC

57.61K

Mar 31, 26

-64.46K

0.07%

Concurrent Investment Advisors, LLC

57.20K

Mar 31, 26

-14.18K

0.07%

Harvest Investment Services, LLC

55.57K

Mar 31, 26

-1.97K

0.07%

AE Wealth Management LLC

55.15K

Mar 31, 26

+5.48K

0.07%

LaSalle St. Investment Advisors, LLC

55.00K

Mar 31, 26

+74

0.07%

Cornerstone Wealth Management, LLC

53.25K

Mar 31, 26

-52.57K

0.07%

OLD MISSION CAPITAL LLC

51.67K

Mar 31, 26

+51.67K

0.07%

U.S. Capital Wealth Advisors, LLC

49.33K

Mar 31, 26

0.06%

D.A. DAVIDSON & CO.

48.31K

Mar 31, 26

-711

0.06%

Global View Capital Management LLC

47.63K

Mar 31, 26

-2.16K

0.06%

IAMS WEALTH MANAGEMENT, LLC

47.45K

Mar 31, 26

+17.34K

0.06%

Beacon Pointe Advisors, LLC

47.29K

Mar 31, 26

+15.38K

0.06%

First Financial Group Corp

45.56K

Mar 31, 26

-70

0.06%

Ameritas Advisory Services, LLC

43.82K

Mar 31, 26

-2.85K

0.06%

Steward Partners Investment Advisory, LLC

43.77K

Mar 31, 26

-7.17K

0.06%

PARK AVENUE SECURITIES LLC

43.46K

Mar 31, 26

+43.46K

0.06%

NewSquare Capital LLC

42.93K

Mar 31, 26

+7.42K

0.06%

CENTAURUS FINANCIAL, INC.

42.41K

Mar 31, 26

-90.39K

0.05%

Western Wealth Management, LLC

42.30K

Mar 31, 26

-7.39K

0.05%

Entruity Wealth, LLC

41.94K

Mar 31, 26

+2.47K

0.05%

GOLDMAN SACHS GROUP INC

41.59K

Mar 31, 26

+41.59K

0.05%

National Wealth Management Group, LLC

40.16K

Mar 31, 26

+12.52K

0.05%

American Financial Advisors, LLC

39.23K

Mar 31, 26

-804

0.05%

Intrua Financial, LLC

37.61K

Mar 31, 26

-71.68K

0.05%

Creative Planning

37.49K

Mar 31, 26

+18.80K

0.05%

HCR Wealth Advisors

36.62K

Mar 31, 26

+274

0.05%

COLUMBIA ADVISORY PARTNERS LLC

34.57K

Mar 31, 26

-2.15K

0.04%

Drake & Associates, LLC

33.30K

Mar 31, 26

-3.65K

0.04%

Pinnacle Family Advisors, LLC

32.63K

Mar 31, 26

+1.55K

0.04%

Maia Wealth LLC

32.47K

Mar 31, 26

-3.30K

0.04%

Triad Wealth Partners, LLC

31.41K

Mar 31, 26

+18.82K

0.04%

Gladstone Institutional Advisory LLC

31.39K

Mar 31, 26

-2.83K

0.04%

QTR Family Wealth, LLC

31.18K

Mar 31, 26

-2.45K

0.04%

CONDOR CAPITAL MANAGEMENT

30.47K

Mar 31, 26

+8.39K

0.04%

WCG Wealth Advisors LLC

30.06K

Mar 31, 26

0.04%

Snowden Capital Advisors LLC

29.82K

Mar 31, 26

-40.43K

0.04%

INSPIRION WEALTH ADVISORS, LLC

27.25K

Mar 31, 26

-9.77K

0.04%

Brookstone Capital Management

27.10K

Mar 31, 26

-1.49K

0.03%

Richmond Investment Services, LLC

26.54K

Mar 31, 26

+76

0.03%

Independent Advisor Alliance

26.41K

Mar 31, 26

+26.41K

0.03%

Claris Financial LLC

25.37K

Mar 31, 26

-135

0.03%

WEST MICHIGAN ADVISORS, LLC

25.10K

Mar 31, 26

-1.21K

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

24.65K

Mar 31, 26

-15.04K

0.03%

IHT Wealth Management, LLC

24.55K

Mar 31, 26

-2.16K

0.03%

Foundations Investment Advisors, LLC

23.39K

Mar 31, 26

+906

0.03%

Advance Capital Management, Inc.

22.90K

Mar 31, 26

-1.90K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

22.75K

Mar 31, 26

-4.75K

0.03%

Cambridge Advisors Inc.

21.73K

Mar 31, 26

-781

0.03%

Envestnet Portfolio Solutions, Inc.

21.62K

Mar 31, 26

-2.42K

0.03%

Mount Yale Investment Advisors, LLC

21.30K

Mar 31, 26

-192

0.03%

Vestmark Advisory Solutions, Inc.

21.30K

Mar 31, 26

-193

0.03%

Merit Financial Group, LLC

21.10K

Mar 31, 26

0.03%

Laraway Financial Advisors Inc

20.80K

Mar 31, 26

+95

0.03%

Advisory Alpha, LLC

20.47K

Mar 31, 26

-296

0.03%

CLG LLC

20.47K

Mar 31, 26

-636

0.03%

First PREMIER Bank

19.17K

Mar 31, 26

0.02%

Pinnacle Bancorp, Inc.

19.10K

Mar 31, 26

+3.64K

0.02%

Acorn Wealth Advisors, LLC

18.65K

Mar 31, 26

+93

0.02%

BEACON FINANCIAL GROUP

18.59K

Mar 31, 26

-517

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

18.22K

Mar 31, 26

-10.47K

0.02%

Walkner Condon Financial Advisors LLC

18.21K

Mar 31, 26

+727

0.02%

Q3 Asset Management

17.84K

Mar 31, 26

+17.84K

0.02%

PFG Advisors

17.78K

Mar 31, 26

-3.92K

0.02%

Comprehensive Financial Consultants Institutional, Inc.

17.57K

Mar 31, 26

+298

0.02%

Cyndeo Wealth Partners, LLC

17.55K

Mar 31, 26

-3.97K

0.02%

Capital Investment Advisory Services, LLC

17.50K

Mar 31, 26

+3.23K

0.02%

GSG Advisors LLC

16.96K

Mar 31, 26

-355

0.02%

Altus Wealth Group LLC

16.72K

Mar 31, 26

+1.50K

0.02%

Perigon Wealth Management, LLC

16.03K

Mar 31, 26

-1.27K

0.02%

Mach-1 Financial Group, LLC

16.01K

Mar 31, 26

-1.45K

0.02%

Patriot Financial Group Insurance Agency, LLC

15.77K

Mar 31, 26

+7.78K

0.02%

BlueChip Wealth Advisors LLC

15.69K

Mar 31, 26

+2.39K

0.02%

Rossby Financial, LCC

14.80K

Mar 31, 26

+695

0.02%

MILESTONE ASSET MANAGEMENT, LLC

14.80K

Mar 31, 26

+14.80K

0.02%

FOUNDERS FINANCIAL SECURITIES LLC

13.98K

Mar 31, 26

+457

0.02%

NewEdge Wealth, LLC

13.80K

Mar 31, 26

+33

0.02%

Advisory Services Network, LLC

13.61K

Mar 31, 26

+1.40K

0.02%

United Advisor Group, LLC

13.11K

Mar 31, 26

-3.62K

0.02%

COTTONWOOD CAPITAL ADVISORS, LLC

12.88K

Mar 31, 26

-37

0.02%

KG&L Capital Management,LLC

12.42K

Mar 31, 26

+217

0.02%

BELLEVUE ASSET MANAGEMENT, LLC

12.38K

Mar 31, 26

+63

0.02%

NOVEM GROUP

12.33K

Mar 31, 26

+12.33K

0.02%

PRIVATE TRUST CO NA

12.26K

Mar 31, 26

+627

0.02%

Sound Income Strategies, LLC

11.44K

Mar 31, 26

-767

0.01%

JPMORGAN CHASE & CO

11.40K

Mar 31, 26

+7.61K

0.01%

NBC SECURITIES, INC.

11.39K

Mar 31, 26

-638

0.01%

Resources Investment Advisors, LLC.

11.25K

Mar 31, 26

+11.25K

0.01%

Savvy Advisors, Inc.

11.20K

Mar 31, 26

-3.04K

0.01%

DAVENPORT & Co LLC

11.11K

Mar 31, 26

+564

0.01%

CITIGROUP INC

10.83K

Mar 31, 26

+41

0.01%

USAdvisors Wealth Management, LLC

10.53K

Mar 31, 26

-268

0.01%

Clear Creek Financial Management, LLC

10.39K

Mar 31, 26

-172

0.01%

Quadcap Wealth Management, LLC

10.37K

Mar 31, 26

0.01%

Andina Capital Management, LLC

10.22K

Mar 31, 26

-14.39K

0.01%

Miracle Mile Advisors, LLC

10.15K

Mar 31, 26

+63

0.01%

Focus Financial Network, Inc.

10.10K

Mar 31, 26

+60

0.01%

PRINCIPAL SECURITIES, INC.

10.09K

Mar 31, 26

+417

0.01%

PRIVATE CLIENT SERVICES, LLC

9.46K

Mar 31, 26

+76

0.01%

Winthrop Advisory Group LLC

9.07K

Mar 31, 26

+9.07K

0.01%

Holos Integrated Wealth LLC

9.04K

Mar 31, 26

-2.52K

0.01%

Apollon Wealth Management, LLC

8.83K

Mar 31, 26

-469

0.01%

TCFG WEALTH MANAGEMENT, LLC

8.76K

Mar 31, 26

+23

0.01%

Lighthouse Wealth Management Inc.

8.65K

Mar 31, 26

-249

0.01%

Seascape Capital Management

8.61K

Mar 31, 26

0.01%

EQ LLC

8.60K

Mar 31, 26

+312

0.01%

Summit Financial, LLC

8.40K

Mar 31, 26

-2.80K

0.01%

SILVER OAK SECURITIES, INCORPORATED

8.14K

Mar 31, 26

-105.27K

0.01%

OneAscent Financial Services LLC

8.00K

Mar 31, 26

-62

0.01%

Van Hulzen Asset Management, LLC

7.90K

Mar 31, 26

0.01%

Integrated Advisors Network LLC

7.73K

Mar 31, 26

-209

0.01%

Regal Investment Advisors LLC

7.69K

Mar 31, 26

+526

0.01%

Ausdal Financial Partners, Inc.

7.65K

Mar 31, 26

-963

0.01%

Cooper Financial Group

7.36K

Mar 31, 26

+942

0.01%

Sherrill & Hutchins Financial Advisory, Inc

7.36K

Mar 31, 26

+7.36K

0.01%

Spire Wealth Management

7.13K

Mar 31, 26

-1.06K

0.01%

J.W. COLE ADVISORS, INC.

7.08K

Mar 31, 26

-305

0.01%

ABLE Financial Group, LLC

7.08K

Mar 31, 26

-654

0.01%

RDA Financial Network

7.06K

Mar 31, 26

-782

0.01%

Asset Allocation Strategies LLC

6.79K

Mar 31, 26

+637

0.01%

ROI Financial Advisors, LLC

6.75K

Mar 31, 26

+1.44K

0.01%

BANK OF MONTREAL /CAN/

6.62K

Mar 31, 26

+3.13K

0.01%

TWO SIGMA SECURITIES, LLC

6.58K

Mar 31, 26

-3.25K

0.01%

CHOREO, LLC

6.54K

Mar 31, 26

-18

0.01%

Vise Technologies, Inc.

6.45K

Mar 31, 26

0.01%

American Institute for Advanced Investment Management, LLP

6.45K

Mar 31, 26

+760

0.01%

TrueWealth Advisors, LLC

6.35K

Mar 31, 26

-293

0.01%

Arkadios Wealth Advisors

6.32K

Mar 31, 26

+6.32K

0.01%

Farmers & Merchants Trust Co of Long Beach

6.26K

Mar 31, 26

+6.26K

0.01%

RENAISSANCE TECHNOLOGIES LLC

6.20K

Mar 31, 26

+6.20K

0.01%

EdgeRock Capital LLC

6.19K

Mar 31, 26

0.01%

Goldstone Financial Group, LLC

6.19K

Mar 31, 26

-535

0.01%

Csenge Advisory Group

6.19K

Mar 31, 26

-29.05K

0.01%

Sigma Planning Corp

6.17K

Mar 31, 26

-9.98K

0.01%

Parallel Advisors, LLC

6.14K

Mar 31, 26

+6.14K

0.01%

GeoWealth Management, LLC

6.12K

Mar 31, 26

-313

0.01%

Quad-Cities Investment Group, LLC

6.11K

Mar 31, 26

+36

0.01%

LEIGH BALDWIN & CO., LLC

5.88K

Mar 31, 26

-295

0.01%

Beacon Financial Advisory LLC

5.63K

Mar 31, 26

-150

0.01%

Maridea Wealth Management LLC

5.61K

Mar 31, 26

-4.13K

0.01%

Old Port Advisors

5.47K

Mar 31, 26

-2.70K

0.01%

Waverly Advisors, LLC

5.42K

Mar 31, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

5.42K

Mar 31, 26

+524

0.01%

First Heartland Consultants, Inc.

5.28K

Mar 31, 26

-1.36K

0.01%

Summit Wealth Partners, LLC

5.13K

Mar 31, 26

+5.13K

0.01%

Cerity Partners LLC

5.04K

Mar 31, 26

-2.58K

0.01%

TD Capital Management LLC

5.02K

Mar 31, 26

+56

0.01%

CHIRON CAPITAL MANAGEMENT, LLC

4.99K

Mar 31, 26

+4.99K

0.01%

Lloyd Advisory Services, LLC.

4.91K

Mar 31, 26

+4.87K

0.01%

Kingdom Financial Group LLC.

4.91K

Mar 31, 26

-2.84K

0.01%

Allworth Financial LP

4.42K

Mar 31, 26

0.01%

Scarborough Advisors, LLC

3.88K

Mar 31, 26

-1.31K

0.00%

Newbridge Financial Services Group, Inc.

3.80K

Mar 31, 26

-3.13K

0.00%

Synergy Investment Management, LLC

3.71K

Mar 31, 26

+3.71K

0.00%

US BANCORP \DE\

3.07K

Mar 31, 26

+130

0.00%

SBI Securities Co., Ltd.

3.00K

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

2.94K

Mar 31, 26

-15.16K

0.00%

Bogart Wealth, LLC

2.64K

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

1.69K

Mar 31, 26

+1.69K

0.00%

Raleigh Capital Management Inc.

1.51K

Mar 31, 26

-123

0.00%

First Pacific Financial

1.39K

Mar 31, 26

-742

0.00%

JONES FINANCIAL COMPANIES LLLP

1.30K

Mar 31, 26

+1.30K

0.00%

MAI Capital Management

1.19K

Mar 31, 26

0.00%

Richard W. Paul & Associates, LLC

1.00K

Mar 31, 26

0.00%

CULLEN/FROST BANKERS, INC.

990

Mar 31, 26

+380

0.00%

GILL CAPITAL PARTNERS, LLC

900

Mar 31, 26

+900

0.00%

Wagner Wealth Management, LLC

889

Mar 31, 26

0.00%

Merkkuri Wealth Advisors LLC

804

Mar 31, 26

+804

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

716

Mar 31, 26

+716

0.00%

Aptus Capital Advisors, LLC

716

Mar 31, 26

-1.50K

0.00%

Integrity Financial Corp /WA

677

Mar 31, 26

-621

0.00%

Quest 10 Wealth Builders, Inc.

608

Mar 31, 26

-42

0.00%

Tanglewood Legacy Advisors, LLC

480

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

444

Mar 31, 26

+444

0.00%

WOLFF WIESE MAGANA LLC

425

Mar 31, 26

+424

0.00%

AdvisorNet Financial, Inc

420

Mar 31, 26

0.00%

Golden State Equity Partners

418

Mar 31, 26

+418

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

399

Mar 31, 26

+399

0.00%

Smartleaf Asset Management LLC

313

Mar 31, 26

+251

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

284

Mar 31, 26

0.00%

Tidemark, LLC

239

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

225

Mar 31, 26

0.00%

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

225

Mar 31, 26

0.00%

IFG Advisory, LLC

200

Mar 31, 26

-35.83K

0.00%

AMERICAN NATIONAL BANK

198

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

186

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

154

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

145

Mar 31, 26

+12

0.00%

Root Financial Partners, LLC

145

Mar 31, 26

0.00%

IMG Wealth Management, Inc.

143

Mar 31, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

142

Mar 31, 26

+142

0.00%

DHJJ Financial Advisors, Ltd.

127

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

104

Mar 31, 26

-10

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

+31

0.00%

GKV Capital Management Co., Inc.

Mar 31, 26

+73

0.00%

Dunhill Financial, LLC

Mar 31, 26

+47

0.00%

Horizon Investments, LLC

Mar 31, 26

+21

0.00%

Bernard Wealth Management Corp.

Mar 31, 26

0.00%

Hilltop National Bank

Mar 31, 26

-72

0.00%

Elevated Capital Advisors, LLC

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

0.00%

Spurstone Advisory Services, LLC

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

FMR LLC

Mar 31, 26

0.00%

Archer Investment Corp

Mar 31, 26

-1

0.00%

CI Private Wealth, LLC

Mar 31, 26

-4.84K

FIRST HORIZON CORP

Mar 31, 26

-4.04K

Stablepoint Partners, LLC

Mar 31, 26

-4.71K

Qube Research & Technologies Ltd

Mar 31, 26

-3.85K

LeClair Wealth Partners LLC

Mar 31, 26

-398.45K

Hilltop Holdings Inc.

Mar 31, 26

-5.43K

Collaborative Wealth Managment Inc.

Mar 31, 26

-13.75K

Dynamic Advisor Solutions LLC

Mar 31, 26

-10.03K

Blackhawk Capital Partners LLC.

Mar 31, 26

-6.49K

Keystone Financial Group

Mar 31, 26

-7.79K

BARNES PETTEY FINANCIAL ADVISORS, LLC

Mar 31, 26

-4.52K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-1.01K

Modern Wealth Management, LLC

Mar 31, 26

-6.19K

Coppell Advisory Solutions LLC

Mar 31, 26

-114.87K

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

Mar 31, 26

-5.79K

Opes Wealth Management LLC

Mar 31, 26

-210.09K

Diversify Advisory Services, LLC

Mar 31, 26

-4.71K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-185.61K

PINNACLE ASSOCIATES LTD

Mar 31, 26

-4.91K

CAPTRUST FINANCIAL ADVISORS

Mar 31, 26

-6.70K

Worth Financial Advisory Group, LLC

Mar 31, 26

-5.72K

MILLENNIUM MANAGEMENT LLC

Mar 31, 26

-7.94K

StoneX Group Inc.

Mar 31, 26

-67.95K

Strategic Blueprint, LLC

Mar 31, 26

-5.05K

Engineers Gate Manager LP

Mar 31, 26

-12.95K

Pine Valley Investments Ltd Liability Co

131.63K

Dec 31, 25

-8.48K

0.17%

COMERICA BANK

70.91K

Dec 31, 25

+15.95K

0.09%

Allen Capital Group, LLC

18.32K

Dec 31, 25

-1.60K

0.02%

TUCKER ASSET MANAGEMENT LLC

5.79K

Dec 31, 25

-1.18K

0.01%

Global Retirement Partners, LLC

4.43K

Dec 31, 25

-6.54K

0.01%

SageView Advisory Group, LLC

1.88K

Dec 31, 25

+1.88K

0.00%

GPS Wealth Strategies Group, LLC

700

Dec 31, 25

-250

0.00%

Lion Street Advisors, LLC

4.29K

Sep 30, 25

-902

0.01%

Financial Advocates Investment Management

Sep 30, 25

-20.96K

L.M. KOHN & COMPANY

Sep 30, 25

-17.44K

Elios Financial Group Inc.

471.88K

Jun 30, 25

-19.16K

0.61%

AVANTAX ADVISORY SERVICES, INC.

298.69K

Jun 30, 25

-65.44K

0.38%

First Horizon Advisors, Inc.

92.92K

Jun 30, 25

+4.68K

0.12%

Clarity Capital Partners LLC

19.29K

Jun 30, 25

-20.73K

0.02%

Atria Wealth Solutions, Inc.

17.42K

Jun 30, 25

-118.09K

0.02%

Capital A Wealth Management, LLC

350

Jun 30, 25

+350

0.00%

Orion Portfolio Solutions, LLC

61.21K

Mar 31, 25

-33.35K

0.08%

Cutter & CO Brokerage, Inc.

54.43K

Mar 31, 25

+5.15K

0.07%

Grant/GrossMendelsohn, LLC

23.48K

Mar 31, 25

0.03%

Sandy Spring Bank

Mar 31, 25

-29

AlphaMark Advisors, LLC

161.56K

Dec 31, 24

+10.05K

0.21%

Bison Wealth, LLC

46.50K

Dec 31, 24

-1.80K

0.06%

Private Portfolio Partners LLC

24.68K

Dec 31, 24

-1.11K

0.03%

WINTRUST INVESTMENTS LLC

1.01K

Dec 31, 24

-141

0.00%

Sugarloaf Wealth Management, LLC

183

Dec 31, 24

0.00%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

SignalPoint Asset Management, LLC

Dec 31, 24

-59.20K

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-316

Raymond James Financial Services Advisors, Inc.

2.41M

Sep 30, 24

-145.70K

3.11%

RAYMOND JAMES & ASSOCIATES

1.84M

Sep 30, 24

-409.94K

2.36%

CEDRUS LLC

333.07K

Sep 30, 24

+90.36K

0.43%

RAYMOND JAMES TRUST N.A.

20.94K

Sep 30, 24

+4.84K

0.03%

Kowal Investment Group, LLC

18.09K

Sep 30, 24

-1.17K

0.02%

Sweet Financial Partners, LLC

8.29K

Sep 30, 24

-459

0.01%

SpiderRock Advisors, LLC

5.18K

Sep 30, 24

+5.18K

0.01%

Peterson Financial Group, Inc.

222

Sep 30, 24

+222

0.00%

Solano Wealth Management, Inc.

268.63K

Jun 30, 24

+9.03K

0.35%

BENJAMIN F. EDWARDS & COMPANY, INC.

119.10K

Jun 30, 24

+11.96K

0.15%

ICA Group Wealth Management, LLC

46.82K

Jun 30, 24

-112.09K

0.06%

Coppell Advisory Solutions Corp.

1.43M

Mar 31, 24

+1.43M

1.84%

Cetera Advisors LLC

619.05K

Mar 31, 24

+315.86K

0.80%

Cetera Advisor Networks LLC

473.91K

Mar 31, 24

-16.45K

0.61%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

74.76K

Mar 31, 24

+6.52K

0.10%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

12.45K

Mar 31, 24

+993

0.02%

Simplicity Solutions, LLC

36.52K

Dec 31, 23

-1.23K

0.05%

DFPG INVESTMENTS, LLC

31.38K

Dec 31, 23

-26

0.04%

WEALTHSOURCE PARTNERS, LLC

19.54K

Dec 31, 23

-235

0.03%

FOCUS FINANCIAL NETWORK INC /ADV

6.76K

Dec 31, 23

+6.76K

0.01%

WealthOne, LLC

14.64K

Sep 30, 23

-2.26K

0.02%

DUBUQUE BANK & TRUST CO

8.67K

Sep 30, 23

0.01%

Truadvice, LLC

5.34K

Sep 30, 23

+5.34K

0.01%

PFS INVESTMENTS INC.

894.57K

Jun 30, 23

+53.43K

1.15%

Ten Capital Wealth Advisors, LLC

750.11K

Jun 30, 23

+39.82K

0.97%

Wealth Enhancement & Preservation of GA, LLC

67.64K

Jun 30, 23

+1.20K

0.09%

HERON FINANCIAL GROUP, LLC

13.11K

Jun 30, 23

-1.14K

0.02%

Barber Financial Group, Inc.

13.94K

Mar 31, 23

+67

0.02%

Ahrens Investment Partners LLC

1.80K

Mar 31, 23

+1.80K

0.00%

CFO4Life, L.P.

207.27K

Dec 31, 22

+207.27K

0.27%

S.C. Financial Services, Inc.

37.10K

Dec 31, 22

+7.97K

0.05%

TRUSTCORE FINANCIAL SERVICES, LLC

2.84K

Dec 31, 22

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

140.61K

Sep 30, 22

+112.31K

0.18%

American Portfolios Advisors

26.25K

Sep 30, 22

+26.25K

0.03%

KARLINSKI ANDREW C

1.19K

Sep 30, 22

0.00%

CORBETT ROAD CAPITAL MANAGEMENT, LLC

24.49K

Jun 30, 22

-6.90K

0.03%

Pinnacle Private Wealth, LLC

Jun 30, 22

-14.44K

Holloway Wealth Management, LLC

31.92K

Mar 31, 22

-24.63K

0.04%

BREITER CAPITAL MANAGEMENT INC

20.36K

Mar 31, 22

+1.29K

0.03%

Investors Financial Group, LLC

22.71K

Dec 31, 21

-114

0.03%

NEXT Financial Group, Inc

Dec 31, 21

-67.47K

Cascadia Advisory Services, LLC

69.67K

Sep 30, 21

-6.73K

0.09%

Ameritas Investment Company, LLC

56.35K

Sep 30, 21

+45.52K

0.07%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

5.82K

Sep 30, 21

-4.16K

0.01%

Nachman Norwood & Parrott, Inc

290.01K

Jun 30, 21

+10.10K

0.37%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

106.52K

Dec 31, 20

+8.17K

0.14%

OLD MISSION CAPITAL, LLC

82.39K

Dec 31, 20

+82.39K

0.11%

Winslow, Evans & Crocker, Inc.

5.40K

Dec 31, 20

+2.11K

0.01%

First Allied Advisory Services, Inc.

209.55K

Sep 30, 20

+40.79K

0.27%

Ruggie Capital Group

617

Sep 30, 20

+617

0.00%

ACCURATE INVESTMENT SOLUTIONS, INC.

9.91K

Mar 31, 20

+9.91K

0.01%

PHH Investments, Ltd.

1.00M

Dec 31, 19

+16.52K

1.29%

LADENBURG THALMANN FINANCIAL SERVICES INC.

263.78K

Dec 31, 19

+158.90K

0.34%

Advisor Group, Inc.

242.74K

Dec 31, 19

+73.66K

0.31%

BB&T SECURITIES, LLC

77.59K

Sep 30, 19

+16.46K

0.10%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

19.05K

Sep 30, 19

-565

0.02%

MRA Associates USA LLC

12.78K

Sep 30, 19

+12.78K

0.02%

AVIANCE CAPITAL MANAGEMENT, LLC

26.80K

Mar 31, 19

-4.46K

0.03%

HL FINANCIAL SERVICES LLC

Mar 31, 19

-20.91K

SII INVESTMENTS INC/WI

115.61K

Dec 31, 17

+115.61K

0.15%

IFC Holdings Incorporated/FL

50.61K

Dec 31, 17

+50.61K

0.07%

WealthShield, LLC

5.58K

Dec 31, 17

+5.58K

0.01%

BB&T INVESTMENT SERVICES, INC.

298

Dec 31, 17

+298

0.00%