First Trust Large Cap Value AlphaDEX Fund(FTA)

$103.77—

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First Trust Large Cap Value AlphaDEX Fund(FTA)

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$103.77—

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FTA(FTA)

FTA

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Institutional Ownership

Top 306 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.77M	Jun 30, 26	-37.42K	13.46%
LPL Financial LLC	1.12M	Jun 30, 26	+52.15K	8.55%
UBS Group AG	779.04K	Jun 30, 26	-189.39K	5.93%
ROYAL BANK OF CANADA	455.88K	Jun 30, 26	+156.93K	3.47%
ENVESTNET ASSET MANAGEMENT INC	387.45K	Jun 30, 26	-13.97K	2.95%
BANK OF AMERICA CORP /DE/	383.33K	Jun 30, 26	-7.97K	2.92%
Cetera Investment Advisers	343.88K	Jun 30, 26	-1.30K	2.62%
RAYMOND JAMES FINANCIAL INC	311.92K	Jun 30, 26	+16.82K	2.37%
Integrated Wealth Concepts LLC	205.02K	Jun 30, 26	+6.54K	1.56%
WELLS FARGO & COMPANY/MN	197.70K	Jun 30, 26	+366	1.50%
Kingsview Wealth Management, LLC	183.96K	Jun 30, 26	+7.20K	1.40%
NewEdge Advisors, LLC	160.68K	Jun 30, 26	+4.50K	1.22%
ASSETMARK, INC	147.38K	Jun 30, 26	+8.66K	1.12%
Cambridge Investment Research Advisors, Inc.	142.09K	Jun 30, 26	-4.17K	1.08%
Private Advisor Group, LLC	132.87K	Jun 30, 26	-11.31K	1.01%
ADVISOR GROUP HOLDINGS, INC.	125.21K	Jun 30, 26	+8.40K	0.95%
BENJAMIN EDWARDS INC	113.87K	Jun 30, 26	+9.09K	0.87%
GOLDMAN SACHS GROUP INC	102.99K	Jun 30, 26	+619	0.78%
COMMONWEALTH EQUITY SERVICES, LLC	91.59K	Jun 30, 26	-37.65K	0.70%
Kaydan Wealth Management, Inc.	86.61K	Jun 30, 26	-2.21K	0.66%
TRUIST FINANCIAL CORP	83.73K	Jun 30, 26	+13.30K	0.64%
IHT Wealth Management, LLC	80.89K	Jun 30, 26	+481	0.62%
HARBOUR INVESTMENTS, INC.	80.16K	Jun 30, 26	+4.14K	0.61%
Holistic Financial Partners	78.33K	Jun 30, 26	-62.31K	0.60%
STIFEL FINANCIAL CORP	77.77K	Jun 30, 26	+8.65K	0.59%
Baird Financial Group, Inc.	74.78K	Jun 30, 26	-1.08K	0.57%
Vestmark Advisory Solutions, Inc.	70.12K	Jun 30, 26	--	0.53%
Janney Montgomery Scott LLC	69.13K	Jun 30, 26	-3.00K	0.53%
Snowden Capital Advisors LLC	58.97K	Jun 30, 26	+1.56K	0.45%
COTTONWOOD CAPITAL ADVISORS, LLC	57.56K	Jun 30, 26	-250	0.44%
GREENUP STREET WEALTH MANAGEMENT LLC	44.83K	Jun 30, 26	+44.83K	0.34%
Midwest Heritage Bank, FSB	43.67K	Jun 30, 26	-2.59K	0.33%
Prospera Financial Services Inc	42.54K	Jun 30, 26	-1.34K	0.32%
Creative Planning	41.95K	Jun 30, 26	+239	0.32%
Trueblood Wealth Management, LLC	41.48K	Jun 30, 26	+518	0.32%
IFP Advisors, Inc	40.38K	Jun 30, 26	-1.37K	0.31%
Gateway Wealth Partners, LLC	37.83K	Jun 30, 26	-31.55K	0.29%
Bank of New York Mellon Corp	37.58K	Jun 30, 26	-4.74K	0.29%
Atria Investments, Inc	36.38K	Jun 30, 26	-1.20K	0.28%
D.A. DAVIDSON & CO.	35.99K	Jun 30, 26	-1.42K	0.27%
JONES FINANCIAL COMPANIES LLLP	29.34K	Jun 30, 26	+6.65K	0.22%
IAMS WEALTH MANAGEMENT, LLC	28.64K	Jun 30, 26	+1.22K	0.22%
Virtu Financial LLC	28.48K	Jun 30, 26	+16.11K	0.22%
AE Wealth Management LLC	28.23K	Jun 30, 26	-2.17K	0.21%
Regal Investment Advisors LLC	27.88K	Jun 30, 26	-26	0.21%
Brinker Capital Investments, LLC	23.95K	Jun 30, 26	-1.63K	0.18%
Triton Wealth Management, PLLC	23.06K	Jun 30, 26	-97	0.18%
FSB PREMIER WEALTH MANAGEMENT, INC.	20.89K	Jun 30, 26	-501	0.16%
PARK AVENUE SECURITIES LLC	20.50K	Jun 30, 26	-1.37K	0.16%
Kestra Advisory Services, LLC	20.48K	Jun 30, 26	+12	0.16%
OneAscent Financial Services LLC	20.35K	Jun 30, 26	-234	0.15%
JPMORGAN CHASE & CO	20.10K	Jun 30, 26	+1.02K	0.15%
Sanctuary Advisors, LLC	19.29K	Jun 30, 26	+13	0.15%
Equitable Holdings, Inc.	18.22K	Jun 30, 26	-285	0.14%
LaSalle St. Investment Advisors, LLC	16.81K	Jun 30, 26	-20	0.13%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	16.79K	Jun 30, 26	-7.17K	0.13%
UBS ASSET MANAGEMENT AMERICAS INC	16.64K	Jun 30, 26	-41	0.13%
HBW Advisory Services LLC	15.53K	Jun 30, 26	+353	0.12%
DAYMARK WEALTH PARTNERS, LLC	15.38K	Jun 30, 26	+11.77K	0.12%
MML INVESTORS SERVICES, LLC	15.31K	Jun 30, 26	+1.60K	0.12%
RFG Advisory, LLC	14.85K	Jun 30, 26	-6.72K	0.11%
KESTRA PRIVATE WEALTH SERVICES, LLC	14.79K	Jun 30, 26	-421	0.11%
Parallel Advisors, LLC	14.53K	Jun 30, 26	-349	0.11%
Mariner, LLC	14.47K	Jun 30, 26	--	0.11%
Waverly Advisors, LLC	14.30K	Jun 30, 26	+220	0.11%
Arkadios Wealth Advisors	14.23K	Jun 30, 26	-333	0.11%
Western Wealth Management, LLC	13.42K	Jun 30, 26	-589	0.10%
Chicago Partners Investment Group LLC	12.77K	Jun 30, 26	+28	0.10%
CITADEL ADVISORS LLC	12.70K	Jun 30, 26	-22.68K	0.10%
NewEdge Wealth, LLC	12.66K	Jun 30, 26	-4.15K	0.10%
JANE STREET GROUP, LLC	12.13K	Jun 30, 26	-4.05K	0.09%
Stratos Wealth Partners, LTD.	11.96K	Jun 30, 26	-937	0.09%
GREAT VALLEY ADVISOR GROUP, INC.	11.74K	Jun 30, 26	-391	0.09%
Coppell Advisory Solutions LLC	11.72K	Jun 30, 26	+11.72K	0.09%
WINEBRENNER CAPITAL MANAGEMENT LLC	11.67K	Jun 30, 26	-175	0.09%
Proactive Wealth Strategies LLC	11.30K	Jun 30, 26	+41	0.09%
RMR Capital Management, LLC	11.09K	Jun 30, 26	-70	0.08%
PNC FINANCIAL SERVICES GROUP, INC.	10.24K	Jun 30, 26	+186	0.08%
FIRST TRUST ADVISORS LP	9.99K	Jun 30, 26	-2.95K	0.08%
MPWM ADVISORY SOLUTIONS, LLC	9.69K	Jun 30, 26	+118	0.07%
Concurrent Investment Advisors, LLC	9.18K	Jun 30, 26	-194	0.07%
Allworth Financial LP	8.83K	Jun 30, 26	+180	0.07%
Keystone Wealth Services, LLC	8.78K	Jun 30, 26	-601	0.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.77K	Jun 30, 26	+1.27K	0.07%
Mutual Advisors, LLC	8.40K	Jun 30, 26	+809	0.06%
FIFTH THIRD BANCORP	8.00K	Jun 30, 26	+1.01K	0.06%
INDEPENDENT FINANCIAL GROUP, LLC	7.75K	Jun 30, 26	-1.52K	0.06%
Blackhawk Capital Partners LLC.	7.73K	Jun 30, 26	-1.42K	0.06%
Eukles Asset Management	7.67K	Jun 30, 26	-79	0.06%
Morey & Quinn Wealth Partners, LLC	7.65K	Jun 30, 26	--	0.06%
MEITAV INVESTMENT HOUSE LTD	7.55K	Jun 30, 26	--	0.06%
Three Seasons Wealth, LLC	7.27K	Jun 30, 26	-82	0.06%
Envestnet Portfolio Solutions, Inc.	7.22K	Jun 30, 26	-164	0.05%
Asset Allocation Strategies LLC	7.21K	Jun 30, 26	+2.69K	0.05%
HighTower Advisors, LLC	7.09K	Jun 30, 26	-180	0.05%
OPPENHEIMER & CO INC	6.98K	Jun 30, 26	-71	0.05%
Pinnacle Family Advisors, LLC	6.82K	Jun 30, 26	-28	0.05%
Vise Technologies, Inc.	6.50K	Jun 30, 26	+6.50K	0.05%
Gladstone Institutional Advisory LLC	6.49K	Jun 30, 26	+8	0.05%
FMR LLC	6.48K	Jun 30, 26	+11	0.05%
NOVEM GROUP	6.45K	Jun 30, 26	+285	0.05%
Founders Financial Alliance, LLC	6.41K	Jun 30, 26	+51	0.05%
Steward Partners Investment Advisory, LLC	6.40K	Jun 30, 26	-16	0.05%
Independent Wealth Network Inc.	6.37K	Jun 30, 26	+1.01K	0.05%
STAR Financial Bank	6.28K	Jun 30, 26	--	0.05%
PFG Advisors	6.27K	Jun 30, 26	-638	0.05%
Clearwater Capital Advisors, LLC	6.24K	Jun 30, 26	-172	0.05%
IFG Advisory, LLC	6.14K	Jun 30, 26	+6.14K	0.05%
MGO ONE SEVEN LLC	5.95K	Jun 30, 26	+160	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	5.86K	Jun 30, 26	+2.30K	0.04%
Tradewinds, LLC.	5.77K	Jun 30, 26	+5.77K	0.04%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	5.74K	Jun 30, 26	+922	0.04%
American Institute for Advanced Investment Management, LLP	5.59K	Jun 30, 26	-30	0.04%
Rockefeller Capital Management L.P.	5.57K	Jun 30, 26	-141	0.04%
Richmond Investment Services, LLC	5.56K	Jun 30, 26	-6.93K	0.04%
Sigma Planning Corp	5.55K	Jun 30, 26	-277	0.04%
Beacon Pointe Advisors, LLC	5.54K	Jun 30, 26	+5.54K	0.04%
Kraft, Davis & Associates, LLC	5.14K	Jun 30, 26	+3	0.04%
Global Retirement Partners, LLC	4.91K	Jun 30, 26	+4.91K	0.04%
KINGSWOOD WEALTH ADVISORS, LLC	4.78K	Jun 30, 26	-31	0.04%
HRT FINANCIAL LP	4.67K	Jun 30, 26	+4.67K	0.04%
MERCER GLOBAL ADVISORS INC /ADV	4.64K	Jun 30, 26	-2.58K	0.04%
BlueChip Wealth Advisors LLC	4.52K	Jun 30, 26	--	0.03%
WEDBUSH SECURITIES INC	4.31K	Jun 30, 26	-290	0.03%
Apollon Wealth Management, LLC	4.31K	Jun 30, 26	+58	0.03%
WealthTrust Asset Management, LLC	4.26K	Jun 30, 26	+4	0.03%
1776 Wealth LLC	4.22K	Jun 30, 26	--	0.03%
KPP Advisory Services LLC	4.19K	Jun 30, 26	--	0.03%
PRINCIPAL SECURITIES, INC.	4.16K	Jun 30, 26	-362	0.03%
Valmark Advisers, Inc.	4.14K	Jun 30, 26	--	0.03%
Tower Research Capital LLC (TRC)	3.97K	Jun 30, 26	+3.97K	0.03%
Ashton Thomas Private Wealth, LLC	3.81K	Jun 30, 26	-640	0.03%
Sequent Planning LLC	3.61K	Jun 30, 26	+325	0.03%
PRIVATE CLIENT SERVICES, LLC	3.49K	Jun 30, 26	-43	0.03%
Invesco Ltd.	3.37K	Jun 30, 26	--	0.03%
GeoWealth Management, LLC	3.20K	Jun 30, 26	+130	0.02%
ABLE Financial Group, LLC	3.19K	Jun 30, 26	-91	0.02%
Tidemark, LLC	3.17K	Jun 30, 26	--	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.03K	Jun 30, 26	-32	0.02%
Buckingham Strategic Partners	2.96K	Jun 30, 26	--	0.02%
WESBANCO BANK INC	2.95K	Jun 30, 26	--	0.02%
Koshinski Asset Management, Inc.	2.92K	Jun 30, 26	+1	0.02%
StoneX Group Inc.	2.86K	Jun 30, 26	-1.73K	0.02%
Avantax Planning Partners, Inc.	2.85K	Jun 30, 26	--	0.02%
Ausdal Financial Partners, Inc.	2.85K	Jun 30, 26	+4	0.02%
Aprio Wealth Management, LLC	2.84K	Jun 30, 26	+10	0.02%
NORTHWEST WEALTH MANAGEMENT, LLC	2.83K	Jun 30, 26	--	0.02%
Pensionmark Financial Group, LLC	2.77K	Jun 30, 26	-266	0.02%
Retirement Planning Group	2.72K	Jun 30, 26	-191	0.02%
MTM Investment Management, LLC	2.71K	Jun 30, 26	--	0.02%
Cresset Asset Management, LLC	2.66K	Jun 30, 26	+2	0.02%
626 Financial, LLC	2.65K	Jun 30, 26	--	0.02%
First Heartland Consultants, Inc.	2.58K	Jun 30, 26	+2.58K	0.02%
AdvisorNet Financial, Inc	2.53K	Jun 30, 26	+2.35K	0.02%
DHJJ Financial Advisors, Ltd.	2.52K	Jun 30, 26	--	0.02%
Key Client Fiduciary Advisors, LLC	2.50K	Jun 30, 26	--	0.02%
J.W. COLE ADVISORS, INC.	2.49K	Jun 30, 26	-171	0.02%
Pine Valley Investments Ltd Liability Co	2.44K	Jun 30, 26	+12	0.02%
Sequoia Financial Advisors, LLC	2.36K	Jun 30, 26	--	0.02%
SILVER OAK SECURITIES, INCORPORATED	2.35K	Jun 30, 26	+69	0.02%
Bison Wealth, LLC	2.27K	Jun 30, 26	-47	0.02%
BlackRock, Inc.	2.22K	Jun 30, 26	--	0.02%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	2.21K	Jun 30, 26	+2.21K	0.02%
Rossby Financial, LCC	2.14K	Jun 30, 26	+10	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	2.07K	Jun 30, 26	+2.07K	0.02%
HUNTINGTON NATIONAL BANK	1.99K	Jun 30, 26	+91	0.02%
Continuum Advisory, LLC	1.98K	Jun 30, 26	+1.98K	0.02%
Spire Wealth Management	1.91K	Jun 30, 26	+50	0.01%
US BANCORP \DE\	1.87K	Jun 30, 26	-77	0.01%
REAP Financial Group, LLC	1.86K	Jun 30, 26	-694	0.01%
Nova Wealth Management, Inc.	1.77K	Jun 30, 26	-110	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.70K	Jun 30, 26	+90	0.01%
Spectrum Wealth Advisory Group, LLC	1.46K	Jun 30, 26	+1.46K	0.01%
CULLEN/FROST BANKERS, INC.	1.35K	Jun 30, 26	+619	0.01%
CENTAURUS FINANCIAL, INC.	1.32K	Jun 30, 26	+60	0.01%
Farther Finance Advisors, LLC	1.25K	Jun 30, 26	-5.21K	0.01%
HANTZ FINANCIAL SERVICES, INC.	1.23K	Jun 30, 26	+960	0.01%
Synergy Investment Management, LLC	1.19K	Jun 30, 26	--	0.01%
Hilltop National Bank	1.04K	Jun 30, 26	--	0.01%
Pinnacle Bancorp, Inc.	963	Jun 30, 26	--	0.01%
Mowery & Schoenfeld Wealth Management, LLC	951	Jun 30, 26	+951	0.01%
BLAIR WILLIAM & CO/IL	928	Jun 30, 26	--	0.01%
Golden State Wealth Management, LLC	898	Jun 30, 26	--	0.01%
TOUNJIAN ADVISORY PARTNERS, LLC	793	Jun 30, 26	+793	0.01%
BESSEMER GROUP INC	784	Jun 30, 26	--	0.01%
Smithfield Trust Co	600	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	563	Jun 30, 26	+133	0.00%
Smartleaf Asset Management LLC	508	Jun 30, 26	--	0.00%
Plante Moran Financial Advisors, LLC	448	Jun 30, 26	+448	0.00%
GAMMA Investing LLC	438	Jun 30, 26	--	0.00%
Main Street Group, LTD	360	Jun 30, 26	--	0.00%
Asset Dedication, LLC	343	Jun 30, 26	--	0.00%
EASTERN BANK	326	Jun 30, 26	+326	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	324	Jun 30, 26	+324	0.00%
Russell Investments Group, Ltd.	309	Jun 30, 26	-49	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	300	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	300	Jun 30, 26	--	0.00%
CX Institutional	258	Jun 30, 26	-211	0.00%
Dunhill Financial, LLC	217	Jun 30, 26	--	0.00%
Luminist Capital LLC	211	Jun 30, 26	+211	0.00%
Ancora Advisors, LLC	207	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	190	Jun 30, 26	+33	0.00%
CITY HOLDING CO	165	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	153	Jun 30, 26	-11	0.00%
Buck Wealth Strategies, LLC	147	Jun 30, 26	+147	0.00%
NBC SECURITIES, INC.	137	Jun 30, 26	-73	0.00%
SRS Capital Advisors, Inc.	124	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	121	Jun 30, 26	+121	0.00%
AMERIFLEX GROUP, INC.	103	Jun 30, 26	--	0.00%
Lloyd Advisory Services, LLC.	100	Jun 30, 26	+100	0.00%
SJS Investment Consulting Inc.	50	Jun 30, 26	--	0.00%
Key FInancial Inc	46	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	25	Jun 30, 26	+25	0.00%
KELLEHER FINANCIAL ADVISORS	10	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	10	Jun 30, 26	+10	0.00%
CUSTOM INDEX SYSTEMS, LLC	--	Jun 30, 26	-4.18K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-2.17K	--
BNP PARIBAS ARBITRAGE, SNC	--	Jun 30, 26	-50.00K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-7.60K	--
Wealthcare Advisory Partners LLC	--	Jun 30, 26	-2.88K	--
Independent Advisor Alliance	--	Jun 30, 26	-39.71K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.55K	--
MAI Capital Management	--	Jun 30, 26	-2.12K	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-3.79K	--
CLEAR INVESTMENT RESEARCH, LLC	--	Jun 30, 26	-537	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.30K	--
CITIGROUP INC	--	Jun 30, 26	-227	--
TCFG WEALTH MANAGEMENT, LLC	13.33K	Mar 31, 26	+24	0.10%
CWM, LLC	2.24K	Mar 31, 26	+685	0.02%
Bank of Jackson Hole Trust	1.49K	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	370	Mar 31, 26	--	0.00%
COMERICA BANK	7.55K	Dec 31, 25	-1.06K	0.06%
MGB Wealth Management, LLC	5.65K	Dec 31, 25	+10	0.04%
Janney Capital Management LLC	3.26K	Dec 31, 25	--	0.02%
TUCKER ASSET MANAGEMENT LLC	2.25K	Dec 31, 25	-719	0.02%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.04K	--
Moloney Securities Asset Management, LLC	2.70K	Sep 30, 25	+139	0.02%
AVANTAX ADVISORY SERVICES, INC.	85.02K	Jun 30, 25	-19.57K	0.65%
Tyler-Stone Wealth Management	7.01K	Jun 30, 25	+1	0.05%
Elios Financial Group Inc.	5.03K	Jun 30, 25	+6	0.04%
Atria Wealth Solutions, Inc.	2.77K	Jun 30, 25	-18.66K	0.02%
Orion Portfolio Solutions, LLC	24.70K	Mar 31, 25	-234	0.19%
Zions Bancorporation, N.A.	7.22K	Dec 31, 24	--	0.05%
Private Portfolio Partners LLC	6.89K	Dec 31, 24	-721	0.05%
AlphaMark Advisors, LLC	500	Dec 31, 24	-190	0.00%
SignalPoint Asset Management, LLC	--	Dec 31, 24	-16.41K	--
Raymond James Financial Services Advisors, Inc.	229.39K	Sep 30, 24	-24.49K	1.75%
RAYMOND JAMES & ASSOCIATES	189.71K	Sep 30, 24	-8.93K	1.44%
Kowal Investment Group, LLC	49.73K	Sep 30, 24	+181	0.38%
9258 Wealth Management, LLC	12.17K	Sep 30, 24	--	0.09%
ETFIDEA, LLC	12.03K	Sep 30, 24	-62	0.09%
First Trust Direct Indexing L.P.	2.85K	Sep 30, 24	--	0.02%
Halpern Financial, Inc.	1.04K	Sep 30, 24	--	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	42.01K	Jun 30, 24	-179	0.32%
ICA Group Wealth Management, LLC	425	Jun 30, 24	+175	0.00%
Cetera Advisor Networks LLC	151.98K	Mar 31, 24	+2.22K	1.16%
Coppell Advisory Solutions Corp.	88.77K	Mar 31, 24	+88.77K	0.68%
Cetera Advisors LLC	83.50K	Mar 31, 24	+45.91K	0.64%
EUDAIMONIA ADVISORS LLC	2.80K	Mar 31, 24	+2.80K	0.02%
DFPG INVESTMENTS, LLC	5.65K	Dec 31, 23	--	0.04%
Simplicity Solutions, LLC	3.29K	Dec 31, 23	-193	0.03%
COMERICA SECURITIES,INC.	8.81K	Sep 30, 23	-77	0.07%
True Capital Management	3.92K	Mar 31, 23	-541	0.03%
Laurel Wealth Advisors, Inc.	187.44K	Dec 31, 22	+748	1.43%
S.C. Financial Services, Inc.	12.62K	Dec 31, 22	+61	0.10%
American Portfolios Advisors	107	Sep 30, 22	--	0.00%
Holloway Wealth Management, LLC	7.56K	Mar 31, 22	-69.47K	0.06%
Investors Financial Group, LLC	19.44K	Dec 31, 21	-3.61K	0.15%
NEXT Financial Group, Inc	7.93K	Dec 31, 21	+1.92K	0.06%
Carroll Financial Associates, Inc.	490	Dec 31, 21	--	0.00%
BHF RG Capital Inc.	9.11K	Sep 30, 21	+29	0.07%
USCA RIA LLC	80.26K	Jun 30, 21	+12.55K	0.61%
Nachman Norwood & Parrott, Inc	4.18K	Jun 30, 21	-225	0.03%
Winslow, Evans & Crocker, Inc.	1.09K	Dec 31, 20	+975	0.01%
First Allied Advisory Services, Inc.	41.19K	Sep 30, 20	-6.30K	0.31%
Peak Capital Management LLC	173.22K	Mar 31, 20	+26.18K	1.32%
Advisor Group, Inc.	197.84K	Dec 31, 19	-62.76K	1.51%
LADENBURG THALMANN FINANCIAL SERVICES INC.	77.07K	Dec 31, 19	-3.74K	0.59%
Whitnell & Co.	953	Dec 31, 19	+60	0.01%
SUNTRUST BANKS INC	98.70K	Sep 30, 19	+98.70K	0.75%
BB&T SECURITIES, LLC	22.03K	Sep 30, 19	-1.83K	0.17%
HL FINANCIAL SERVICES LLC	93.35K	Mar 31, 19	-2.38K	0.71%
RELIANCE TRUST CO OF DELAWARE	26.43K	Mar 31, 19	+9.19K	0.20%
COMERICA SECURITIES INC	20.73K	Dec 31, 18	-113	0.16%
HAYS ADVISORY LLC	--	Sep 30, 18	-82.82K	--
IFC Holdings Incorporated/FL	7.80K	Dec 31, 17	-61.51K	0.06%
BB&T INVESTMENT SERVICES, INC.	1.76K	Dec 31, 17	+1.76K	0.01%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-30.63K	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-8.00K	--
Commonwealth Equity Services, Inc	94.54K	Jun 30, 17	+6.37K	0.72%
Virtu KCG Holdings LLC	4.40K	Jun 30, 17	-11.83K	0.03%
WFG Advisors, LP	3.38K	Jun 30, 17	-163	0.03%
Independent Portfolio Consultants, Inc.	345	Jun 30, 17	+345	0.00%
MSI Financial Services Inc	72.83K	Dec 31, 16	+6.78K	0.55%
WESTPORT RESOURCES MANAGEMENT INC	500	Sep 30, 16	--	0.00%
SOCIETE GENERALE	33.27K	Jun 30, 16	+33.27K	0.25%
VSR Financial Services, Inc.	16.64K	Jun 30, 16	-194	0.13%
SMITH HAYES Advisers, Inc	19.95K	Dec 31, 15	+693	0.15%
Aris Wealth Services, Inc.	983	Sep 30, 15	--	0.01%
MANAGED ACCOUNT ADVISORS LLC	133.93K	Jun 30, 15	+37.28K	1.02%
FolioMetrix LLC	2.96K	Jun 30, 15	+2.96K	0.02%
BAIRD ROBERT W & CO INC /WI/	170.97K	Mar 31, 15	+14.88K	1.30%
NEW ENGLAND SECURITIES CORP /MA/	20.13K	Dec 31, 14	+3.85K	0.15%
UBS AG	1.67M	Sep 30, 14	+520.99K	12.70%
STIFEL NICOLAUS & CO INC \MO\	13.07K	Sep 30, 13	-900	0.10%
KNIGHT CAPITAL GROUP LLC	19.55K	Jun 30, 13	+19.55K	0.15%

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Holder

Date

Change

% Held

MORGAN STANLEY

1.77M

Jun 30, 26

-37.42K

13.46%

LPL Financial LLC

1.12M

Jun 30, 26

+52.15K

8.55%

UBS Group AG

779.04K

Jun 30, 26

-189.39K

5.93%

ROYAL BANK OF CANADA

455.88K

Jun 30, 26

+156.93K

3.47%

ENVESTNET ASSET MANAGEMENT INC

387.45K

Jun 30, 26

-13.97K

2.95%

BANK OF AMERICA CORP /DE/

383.33K

Jun 30, 26

-7.97K

2.92%

Cetera Investment Advisers

343.88K

Jun 30, 26

-1.30K

2.62%

RAYMOND JAMES FINANCIAL INC

311.92K

Jun 30, 26

+16.82K

2.37%

Integrated Wealth Concepts LLC

205.02K

Jun 30, 26

+6.54K

1.56%

WELLS FARGO & COMPANY/MN

197.70K

Jun 30, 26

+366

1.50%

Kingsview Wealth Management, LLC

183.96K

Jun 30, 26

+7.20K

1.40%

NewEdge Advisors, LLC

160.68K

Jun 30, 26

+4.50K

1.22%

ASSETMARK, INC

147.38K

Jun 30, 26

+8.66K

1.12%

Cambridge Investment Research Advisors, Inc.

142.09K

Jun 30, 26

-4.17K

1.08%

Private Advisor Group, LLC

132.87K

Jun 30, 26

-11.31K

1.01%

ADVISOR GROUP HOLDINGS, INC.

125.21K

Jun 30, 26

+8.40K

0.95%

BENJAMIN EDWARDS INC

113.87K

Jun 30, 26

+9.09K

0.87%

GOLDMAN SACHS GROUP INC

102.99K

Jun 30, 26

+619

0.78%

COMMONWEALTH EQUITY SERVICES, LLC

91.59K

Jun 30, 26

-37.65K

0.70%

Kaydan Wealth Management, Inc.

86.61K

Jun 30, 26

-2.21K

0.66%

TRUIST FINANCIAL CORP

83.73K

Jun 30, 26

+13.30K

0.64%

IHT Wealth Management, LLC

80.89K

Jun 30, 26

+481

0.62%

HARBOUR INVESTMENTS, INC.

80.16K

Jun 30, 26

+4.14K

0.61%

Holistic Financial Partners

78.33K

Jun 30, 26

-62.31K

0.60%

STIFEL FINANCIAL CORP

77.77K

Jun 30, 26

+8.65K

0.59%

Baird Financial Group, Inc.

74.78K

Jun 30, 26

-1.08K

0.57%

Vestmark Advisory Solutions, Inc.

70.12K

Jun 30, 26

0.53%

Janney Montgomery Scott LLC

69.13K

Jun 30, 26

-3.00K

0.53%

Snowden Capital Advisors LLC

58.97K

Jun 30, 26

+1.56K

0.45%

COTTONWOOD CAPITAL ADVISORS, LLC

57.56K

Jun 30, 26

-250

0.44%

GREENUP STREET WEALTH MANAGEMENT LLC

44.83K

Jun 30, 26

+44.83K

0.34%

Midwest Heritage Bank, FSB

43.67K

Jun 30, 26

-2.59K

0.33%

Prospera Financial Services Inc

42.54K

Jun 30, 26

-1.34K

0.32%

Creative Planning

41.95K

Jun 30, 26

+239

0.32%

Trueblood Wealth Management, LLC

41.48K

Jun 30, 26

+518

0.32%

IFP Advisors, Inc

40.38K

Jun 30, 26

-1.37K

0.31%

Gateway Wealth Partners, LLC

37.83K

Jun 30, 26

-31.55K

0.29%

Bank of New York Mellon Corp

37.58K

Jun 30, 26

-4.74K

0.29%

Atria Investments, Inc

36.38K

Jun 30, 26

-1.20K

0.28%

D.A. DAVIDSON & CO.

35.99K

Jun 30, 26

-1.42K

0.27%

JONES FINANCIAL COMPANIES LLLP

29.34K

Jun 30, 26

+6.65K

0.22%

IAMS WEALTH MANAGEMENT, LLC

28.64K

Jun 30, 26

+1.22K

0.22%

Virtu Financial LLC

28.48K

Jun 30, 26

+16.11K

0.22%

AE Wealth Management LLC

28.23K

Jun 30, 26

-2.17K

0.21%

Regal Investment Advisors LLC

27.88K

Jun 30, 26

-26

0.21%

Brinker Capital Investments, LLC

23.95K

Jun 30, 26

-1.63K

0.18%

Triton Wealth Management, PLLC

23.06K

Jun 30, 26

-97

0.18%

FSB PREMIER WEALTH MANAGEMENT, INC.

20.89K

Jun 30, 26

-501

0.16%

PARK AVENUE SECURITIES LLC

20.50K

Jun 30, 26

-1.37K

0.16%

Kestra Advisory Services, LLC

20.48K

Jun 30, 26

+12

0.16%

OneAscent Financial Services LLC

20.35K

Jun 30, 26

-234

0.15%

JPMORGAN CHASE & CO

20.10K

Jun 30, 26

+1.02K

0.15%

Sanctuary Advisors, LLC

19.29K

Jun 30, 26

+13

0.15%

Equitable Holdings, Inc.

18.22K

Jun 30, 26

-285

0.14%

LaSalle St. Investment Advisors, LLC

16.81K

Jun 30, 26

-20

0.13%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

16.79K

Jun 30, 26

-7.17K

0.13%

UBS ASSET MANAGEMENT AMERICAS INC

16.64K

Jun 30, 26

-41

0.13%

HBW Advisory Services LLC

15.53K

Jun 30, 26

+353

0.12%

DAYMARK WEALTH PARTNERS, LLC

15.38K

Jun 30, 26

+11.77K

0.12%

MML INVESTORS SERVICES, LLC

15.31K

Jun 30, 26

+1.60K

0.12%

RFG Advisory, LLC

14.85K

Jun 30, 26

-6.72K

0.11%

KESTRA PRIVATE WEALTH SERVICES, LLC

14.79K

Jun 30, 26

-421

0.11%

Parallel Advisors, LLC

14.53K

Jun 30, 26

-349

0.11%

Mariner, LLC

14.47K

Jun 30, 26

0.11%

Waverly Advisors, LLC

14.30K

Jun 30, 26

+220

0.11%

Arkadios Wealth Advisors

14.23K

Jun 30, 26

-333

0.11%

Western Wealth Management, LLC

13.42K

Jun 30, 26

-589

0.10%

Chicago Partners Investment Group LLC

12.77K

Jun 30, 26

+28

0.10%

CITADEL ADVISORS LLC

12.70K

Jun 30, 26

-22.68K

0.10%

NewEdge Wealth, LLC

12.66K

Jun 30, 26

-4.15K

0.10%

JANE STREET GROUP, LLC

12.13K

Jun 30, 26

-4.05K

0.09%

Stratos Wealth Partners, LTD.

11.96K

Jun 30, 26

-937

0.09%

GREAT VALLEY ADVISOR GROUP, INC.

11.74K

Jun 30, 26

-391

0.09%

Coppell Advisory Solutions LLC

11.72K

Jun 30, 26

+11.72K

0.09%

WINEBRENNER CAPITAL MANAGEMENT LLC

11.67K

Jun 30, 26

-175

0.09%

Proactive Wealth Strategies LLC

11.30K

Jun 30, 26

+41

0.09%

RMR Capital Management, LLC

11.09K

Jun 30, 26

-70

0.08%

PNC FINANCIAL SERVICES GROUP, INC.

10.24K

Jun 30, 26

+186

0.08%

FIRST TRUST ADVISORS LP

9.99K

Jun 30, 26

-2.95K

0.08%

MPWM ADVISORY SOLUTIONS, LLC

9.69K

Jun 30, 26

+118

0.07%

Concurrent Investment Advisors, LLC

9.18K

Jun 30, 26

-194

0.07%

Allworth Financial LP

8.83K

Jun 30, 26

+180

0.07%

Keystone Wealth Services, LLC

8.78K

Jun 30, 26

-601

0.07%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

8.77K

Jun 30, 26

+1.27K

0.07%

Mutual Advisors, LLC

8.40K

Jun 30, 26

+809

0.06%

FIFTH THIRD BANCORP

8.00K

Jun 30, 26

+1.01K

0.06%

INDEPENDENT FINANCIAL GROUP, LLC

7.75K

Jun 30, 26

-1.52K

0.06%

Blackhawk Capital Partners LLC.

7.73K

Jun 30, 26

-1.42K

0.06%

Eukles Asset Management

7.67K

Jun 30, 26

-79

0.06%

Morey & Quinn Wealth Partners, LLC

7.65K

Jun 30, 26

0.06%

MEITAV INVESTMENT HOUSE LTD

7.55K

Jun 30, 26

0.06%

Three Seasons Wealth, LLC

7.27K

Jun 30, 26

-82

0.06%

Envestnet Portfolio Solutions, Inc.

7.22K

Jun 30, 26

-164

0.05%

Asset Allocation Strategies LLC

7.21K

Jun 30, 26

+2.69K

0.05%

HighTower Advisors, LLC

7.09K

Jun 30, 26

-180

0.05%

OPPENHEIMER & CO INC

6.98K

Jun 30, 26

-71

0.05%

Pinnacle Family Advisors, LLC

6.82K

Jun 30, 26

-28

0.05%

Vise Technologies, Inc.

6.50K

Jun 30, 26

+6.50K

0.05%

Gladstone Institutional Advisory LLC

6.49K

Jun 30, 26

0.05%

FMR LLC

6.48K

Jun 30, 26

+11

0.05%

NOVEM GROUP

6.45K

Jun 30, 26

+285

0.05%

Founders Financial Alliance, LLC

6.41K

Jun 30, 26

+51

0.05%

Steward Partners Investment Advisory, LLC

6.40K

Jun 30, 26

-16

0.05%

Independent Wealth Network Inc.

6.37K

Jun 30, 26

+1.01K

0.05%

STAR Financial Bank

6.28K

Jun 30, 26

0.05%

PFG Advisors

6.27K

Jun 30, 26

-638

0.05%

Clearwater Capital Advisors, LLC

6.24K

Jun 30, 26

-172

0.05%

IFG Advisory, LLC

6.14K

Jun 30, 26

+6.14K

0.05%

MGO ONE SEVEN LLC

5.95K

Jun 30, 26

+160

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

5.86K

Jun 30, 26

+2.30K

0.04%

Tradewinds, LLC.

5.77K

Jun 30, 26

+5.77K

0.04%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

5.74K

Jun 30, 26

+922

0.04%

American Institute for Advanced Investment Management, LLP

5.59K

Jun 30, 26

-30

0.04%

Rockefeller Capital Management L.P.

5.57K

Jun 30, 26

-141

0.04%

Richmond Investment Services, LLC

5.56K

Jun 30, 26

-6.93K

0.04%

Sigma Planning Corp

5.55K

Jun 30, 26

-277

0.04%

Beacon Pointe Advisors, LLC

5.54K

Jun 30, 26

+5.54K

0.04%

Kraft, Davis & Associates, LLC

5.14K

Jun 30, 26

0.04%

Global Retirement Partners, LLC

4.91K

Jun 30, 26

+4.91K

0.04%

KINGSWOOD WEALTH ADVISORS, LLC

4.78K

Jun 30, 26

-31

0.04%

HRT FINANCIAL LP

4.67K

Jun 30, 26

+4.67K

0.04%

MERCER GLOBAL ADVISORS INC /ADV

4.64K

Jun 30, 26

-2.58K

0.04%

BlueChip Wealth Advisors LLC

4.52K

Jun 30, 26

0.03%

WEDBUSH SECURITIES INC

4.31K

Jun 30, 26

-290

0.03%

Apollon Wealth Management, LLC

4.31K

Jun 30, 26

+58

0.03%

WealthTrust Asset Management, LLC

4.26K

Jun 30, 26

0.03%

1776 Wealth LLC

4.22K

Jun 30, 26

0.03%

KPP Advisory Services LLC

4.19K

Jun 30, 26

0.03%

PRINCIPAL SECURITIES, INC.

4.16K

Jun 30, 26

-362

0.03%

Valmark Advisers, Inc.

4.14K

Jun 30, 26

0.03%

Tower Research Capital LLC (TRC)

3.97K

Jun 30, 26

+3.97K

0.03%

Ashton Thomas Private Wealth, LLC

3.81K

Jun 30, 26

-640

0.03%

Sequent Planning LLC

3.61K

Jun 30, 26

+325

0.03%

PRIVATE CLIENT SERVICES, LLC

3.49K

Jun 30, 26

-43

0.03%

Invesco Ltd.

3.37K

Jun 30, 26

0.03%

GeoWealth Management, LLC

3.20K

Jun 30, 26

+130

0.02%

ABLE Financial Group, LLC

3.19K

Jun 30, 26

-91

0.02%

Tidemark, LLC

3.17K

Jun 30, 26

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

3.03K

Jun 30, 26

-32

0.02%

Buckingham Strategic Partners

2.96K

Jun 30, 26

0.02%

WESBANCO BANK INC

2.95K

Jun 30, 26

0.02%

Koshinski Asset Management, Inc.

2.92K

Jun 30, 26

0.02%

StoneX Group Inc.

2.86K

Jun 30, 26

-1.73K

0.02%

Avantax Planning Partners, Inc.

2.85K

Jun 30, 26

0.02%

Ausdal Financial Partners, Inc.

2.85K

Jun 30, 26

0.02%

Aprio Wealth Management, LLC

2.84K

Jun 30, 26

+10

0.02%

NORTHWEST WEALTH MANAGEMENT, LLC

2.83K

Jun 30, 26

0.02%

Pensionmark Financial Group, LLC

2.77K

Jun 30, 26

-266

0.02%

Retirement Planning Group

2.72K

Jun 30, 26

-191

0.02%

MTM Investment Management, LLC

2.71K

Jun 30, 26

0.02%

Cresset Asset Management, LLC

2.66K

Jun 30, 26

0.02%

626 Financial, LLC

2.65K

Jun 30, 26

0.02%

First Heartland Consultants, Inc.

2.58K

Jun 30, 26

+2.58K

0.02%

AdvisorNet Financial, Inc

2.53K

Jun 30, 26

+2.35K

0.02%

DHJJ Financial Advisors, Ltd.

2.52K

Jun 30, 26

0.02%

Key Client Fiduciary Advisors, LLC

2.50K

Jun 30, 26

0.02%

J.W. COLE ADVISORS, INC.

2.49K

Jun 30, 26

-171

0.02%

Pine Valley Investments Ltd Liability Co

2.44K

Jun 30, 26

+12

0.02%

Sequoia Financial Advisors, LLC

2.36K

Jun 30, 26

0.02%

SILVER OAK SECURITIES, INCORPORATED

2.35K

Jun 30, 26

+69

0.02%

Bison Wealth, LLC

2.27K

Jun 30, 26

-47

0.02%

BlackRock, Inc.

2.22K

Jun 30, 26

0.02%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

2.21K

Jun 30, 26

+2.21K

0.02%

Rossby Financial, LCC

2.14K

Jun 30, 26

+10

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

2.07K

Jun 30, 26

+2.07K

0.02%

HUNTINGTON NATIONAL BANK

1.99K

Jun 30, 26

+91

0.02%

Continuum Advisory, LLC

1.98K

Jun 30, 26

+1.98K

0.02%

Spire Wealth Management

1.91K

Jun 30, 26

+50

0.01%

US BANCORP \DE\

1.87K

Jun 30, 26

-77

0.01%

REAP Financial Group, LLC

1.86K

Jun 30, 26

-694

0.01%

Nova Wealth Management, Inc.

1.77K

Jun 30, 26

-110

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.70K

Jun 30, 26

+90

0.01%

Spectrum Wealth Advisory Group, LLC

1.46K

Jun 30, 26

+1.46K

0.01%

CULLEN/FROST BANKERS, INC.

1.35K

Jun 30, 26

+619

0.01%

CENTAURUS FINANCIAL, INC.

1.32K

Jun 30, 26

+60

0.01%

Farther Finance Advisors, LLC

1.25K

Jun 30, 26

-5.21K

0.01%

HANTZ FINANCIAL SERVICES, INC.

1.23K

Jun 30, 26

+960

0.01%

Synergy Investment Management, LLC

1.19K

Jun 30, 26

0.01%

Hilltop National Bank

1.04K

Jun 30, 26

0.01%

Pinnacle Bancorp, Inc.

963

Jun 30, 26

0.01%

Mowery & Schoenfeld Wealth Management, LLC

951

Jun 30, 26

+951

0.01%

BLAIR WILLIAM & CO/IL

928

Jun 30, 26

0.01%

Golden State Wealth Management, LLC

898

Jun 30, 26

0.01%

TOUNJIAN ADVISORY PARTNERS, LLC

793

Jun 30, 26

+793

0.01%

BESSEMER GROUP INC

784

Jun 30, 26

0.01%

Smithfield Trust Co

600

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

563

Jun 30, 26

+133

0.00%

Smartleaf Asset Management LLC

508

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

448

Jun 30, 26

+448

0.00%

GAMMA Investing LLC

438

Jun 30, 26

0.00%

Main Street Group, LTD

360

Jun 30, 26

0.00%

Asset Dedication, LLC

343

Jun 30, 26

0.00%

EASTERN BANK

326

Jun 30, 26

+326

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

324

Jun 30, 26

+324

0.00%

Russell Investments Group, Ltd.

309

Jun 30, 26

-49

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

300

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

300

Jun 30, 26

0.00%

CX Institutional

258

Jun 30, 26

-211

0.00%

Dunhill Financial, LLC

217

Jun 30, 26

0.00%

Luminist Capital LLC

211

Jun 30, 26

+211

0.00%

Ancora Advisors, LLC

207

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

190

Jun 30, 26

+33

0.00%

CITY HOLDING CO

165

Jun 30, 26

0.00%

CoreCap Advisors, LLC

153

Jun 30, 26

-11

0.00%

Buck Wealth Strategies, LLC

147

Jun 30, 26

+147

0.00%

NBC SECURITIES, INC.

137

Jun 30, 26

-73

0.00%

SRS Capital Advisors, Inc.

124

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

121

Jun 30, 26

+121

0.00%

AMERIFLEX GROUP, INC.

103

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

100

Jun 30, 26

+100

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

Key FInancial Inc

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

+25

0.00%

KELLEHER FINANCIAL ADVISORS

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

Jun 30, 26

+10

0.00%

CUSTOM INDEX SYSTEMS, LLC

Jun 30, 26

-4.18K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-2.17K

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-50.00K

FLOW TRADERS U.S. LLC

Jun 30, 26

-7.60K

Wealthcare Advisory Partners LLC

Jun 30, 26

-2.88K

Independent Advisor Alliance

Jun 30, 26

-39.71K

Sound Income Strategies, LLC

Jun 30, 26

-1.55K

MAI Capital Management

Jun 30, 26

-2.12K

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-3.79K

CLEAR INVESTMENT RESEARCH, LLC

Jun 30, 26

-537

Advisory Services Network, LLC

Jun 30, 26

-1.30K

CITIGROUP INC

Jun 30, 26

-227

TCFG WEALTH MANAGEMENT, LLC

13.33K

Mar 31, 26

+24

0.10%

CWM, LLC

2.24K

Mar 31, 26

+685

0.02%

Bank of Jackson Hole Trust

1.49K

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

370

Mar 31, 26

0.00%

COMERICA BANK

7.55K

Dec 31, 25

-1.06K

0.06%

MGB Wealth Management, LLC

5.65K

Dec 31, 25

+10

0.04%

Janney Capital Management LLC

3.26K

Dec 31, 25

0.02%

TUCKER ASSET MANAGEMENT LLC

2.25K

Dec 31, 25

-719

0.02%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.04K

Moloney Securities Asset Management, LLC

2.70K

Sep 30, 25

+139

0.02%

AVANTAX ADVISORY SERVICES, INC.

85.02K

Jun 30, 25

-19.57K

0.65%

Tyler-Stone Wealth Management

7.01K

Jun 30, 25

0.05%

Elios Financial Group Inc.

5.03K

Jun 30, 25

0.04%

Atria Wealth Solutions, Inc.

2.77K

Jun 30, 25

-18.66K

0.02%

Orion Portfolio Solutions, LLC

24.70K

Mar 31, 25

-234

0.19%

Zions Bancorporation, N.A.

7.22K

Dec 31, 24

0.05%

Private Portfolio Partners LLC

6.89K

Dec 31, 24

-721

0.05%

AlphaMark Advisors, LLC

500

Dec 31, 24

-190

0.00%

SignalPoint Asset Management, LLC

Dec 31, 24

-16.41K

Raymond James Financial Services Advisors, Inc.

229.39K

Sep 30, 24

-24.49K

1.75%

RAYMOND JAMES & ASSOCIATES

189.71K

Sep 30, 24

-8.93K

1.44%

Kowal Investment Group, LLC

49.73K

Sep 30, 24

+181

0.38%

9258 Wealth Management, LLC

12.17K

Sep 30, 24

0.09%

ETFIDEA, LLC

12.03K

Sep 30, 24

-62

0.09%

First Trust Direct Indexing L.P.

2.85K

Sep 30, 24

0.02%

Halpern Financial, Inc.

1.04K

Sep 30, 24

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

42.01K

Jun 30, 24

-179

0.32%

ICA Group Wealth Management, LLC

425

Jun 30, 24

+175

0.00%

Cetera Advisor Networks LLC

151.98K

Mar 31, 24

+2.22K

1.16%

Coppell Advisory Solutions Corp.

88.77K

Mar 31, 24

+88.77K

0.68%

Cetera Advisors LLC

83.50K

Mar 31, 24

+45.91K

0.64%

EUDAIMONIA ADVISORS LLC

2.80K

Mar 31, 24

+2.80K

0.02%

DFPG INVESTMENTS, LLC

5.65K

Dec 31, 23

0.04%

Simplicity Solutions, LLC

3.29K

Dec 31, 23

-193

0.03%

COMERICA SECURITIES,INC.

8.81K

Sep 30, 23

-77

0.07%

True Capital Management

3.92K

Mar 31, 23

-541

0.03%

Laurel Wealth Advisors, Inc.

187.44K

Dec 31, 22

+748

1.43%

S.C. Financial Services, Inc.

12.62K

Dec 31, 22

+61

0.10%

American Portfolios Advisors

107

Sep 30, 22

0.00%

Holloway Wealth Management, LLC

7.56K

Mar 31, 22

-69.47K

0.06%

Investors Financial Group, LLC

19.44K

Dec 31, 21

-3.61K

0.15%

NEXT Financial Group, Inc

7.93K

Dec 31, 21

+1.92K

0.06%

Carroll Financial Associates, Inc.

490

Dec 31, 21

0.00%

BHF RG Capital Inc.

9.11K

Sep 30, 21

+29

0.07%

USCA RIA LLC

80.26K

Jun 30, 21

+12.55K

0.61%

Nachman Norwood & Parrott, Inc

4.18K

Jun 30, 21

-225

0.03%

Winslow, Evans & Crocker, Inc.

1.09K

Dec 31, 20

+975

0.01%

First Allied Advisory Services, Inc.

41.19K

Sep 30, 20

-6.30K

0.31%

Peak Capital Management LLC

173.22K

Mar 31, 20

+26.18K

1.32%

Advisor Group, Inc.

197.84K

Dec 31, 19

-62.76K

1.51%

LADENBURG THALMANN FINANCIAL SERVICES INC.

77.07K

Dec 31, 19

-3.74K

0.59%

Whitnell & Co.

953

Dec 31, 19

+60

0.01%

SUNTRUST BANKS INC

98.70K

Sep 30, 19

+98.70K

0.75%

BB&T SECURITIES, LLC

22.03K

Sep 30, 19

-1.83K

0.17%

HL FINANCIAL SERVICES LLC

93.35K

Mar 31, 19

-2.38K

0.71%

RELIANCE TRUST CO OF DELAWARE

26.43K

Mar 31, 19

+9.19K

0.20%

COMERICA SECURITIES INC

20.73K

Dec 31, 18

-113

0.16%

HAYS ADVISORY LLC

Sep 30, 18

-82.82K

IFC Holdings Incorporated/FL

7.80K

Dec 31, 17

-61.51K

0.06%

BB&T INVESTMENT SERVICES, INC.

1.76K

Dec 31, 17

+1.76K

0.01%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-30.63K

NATIONAL PLANNING CORP

Dec 31, 17

-8.00K

Commonwealth Equity Services, Inc

94.54K

Jun 30, 17

+6.37K

0.72%

Virtu KCG Holdings LLC

4.40K

Jun 30, 17

-11.83K

0.03%

WFG Advisors, LP

3.38K

Jun 30, 17

-163

0.03%

Independent Portfolio Consultants, Inc.

345

Jun 30, 17

+345

0.00%

MSI Financial Services Inc

72.83K

Dec 31, 16

+6.78K

0.55%

WESTPORT RESOURCES MANAGEMENT INC

500

Sep 30, 16

0.00%

SOCIETE GENERALE

33.27K

Jun 30, 16

+33.27K

0.25%

VSR Financial Services, Inc.

16.64K

Jun 30, 16

-194

0.13%

SMITH HAYES Advisers, Inc

19.95K

Dec 31, 15

+693

0.15%

Aris Wealth Services, Inc.

983

Sep 30, 15

0.01%

MANAGED ACCOUNT ADVISORS LLC

133.93K

Jun 30, 15

+37.28K

1.02%

FolioMetrix LLC

2.96K

Jun 30, 15

+2.96K

0.02%

BAIRD ROBERT W & CO INC /WI/

170.97K

Mar 31, 15

+14.88K

1.30%

NEW ENGLAND SECURITIES CORP /MA/

20.13K

Dec 31, 14

+3.85K

0.15%

UBS AG

1.67M

Sep 30, 14

+520.99K

12.70%

STIFEL NICOLAUS & CO INC \MO\

13.07K

Sep 30, 13

-900

0.10%

KNIGHT CAPITAL GROUP LLC

19.55K

Jun 30, 13

+19.55K

0.15%