First Trust Large Cap Growth AlphaDEX Fund(FTC)

$179.70—

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First Trust Large Cap Growth AlphaDEX Fund(FTC)

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$179.70—

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FTC(FTC)

FTC

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Institutional Ownership

Top 305 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	717.08K	Jun 30, 26	+23.49K	8.85%
LPL Financial LLC	669.37K	Jun 30, 26	-6.61K	8.26%
Janney Montgomery Scott LLC	440.15K	Jun 30, 26	-5.85K	5.43%
WELLS FARGO & COMPANY/MN	338.66K	Jun 30, 26	-84.37K	4.18%
UBS Group AG	225.68K	Jun 30, 26	+4.86K	2.79%
RAYMOND JAMES FINANCIAL INC	169.43K	Jun 30, 26	-39.05K	2.09%
Baird Financial Group, Inc.	152.78K	Jun 30, 26	+1.21K	1.89%
COMMONWEALTH EQUITY SERVICES, LLC	151.78K	Jun 30, 26	-5.69K	1.87%
BANK OF AMERICA CORP /DE/	135.00K	Jun 30, 26	-4.55K	1.67%
CX Institutional	109.23K	Jun 30, 26	-4.55K	1.35%
Cetera Investment Advisers	95.40K	Jun 30, 26	+873	1.18%
Kingsview Wealth Management, LLC	94.36K	Jun 30, 26	-1.76K	1.16%
BENJAMIN EDWARDS INC	79.22K	Jun 30, 26	+16.81K	0.98%
STIFEL FINANCIAL CORP	72.54K	Jun 30, 26	+14.37K	0.90%
Cambridge Investment Research Advisors, Inc.	71.14K	Jun 30, 26	-21.41K	0.88%
ROYAL BANK OF CANADA	68.11K	Jun 30, 26	-382	0.84%
WILEY BROS.-AINTREE CAPITAL, LLC	66.59K	Jun 30, 26	+63.52K	0.82%
SRS Capital Advisors, Inc.	47.77K	Jun 30, 26	+47.62K	0.59%
HARBOUR INVESTMENTS, INC.	46.99K	Jun 30, 26	-316	0.58%
SPIRIT OF AMERICA MANAGEMENT CORP/NY	42.06K	Jun 30, 26	+41.79K	0.52%
D.A. DAVIDSON & CO.	37.73K	Jun 30, 26	-14	0.47%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	37.52K	Jun 30, 26	+234	0.46%
ENVESTNET ASSET MANAGEMENT INC	36.19K	Jun 30, 26	+2.51K	0.45%
Virtu Financial LLC	35.59K	Jun 30, 26	-4.19K	0.44%
Integrated Wealth Concepts LLC	35.10K	Jun 30, 26	+26.79K	0.43%
FIRST TRUST ADVISORS LP	31.14K	Jun 30, 26	-792	0.38%
ADVISOR GROUP HOLDINGS, INC.	30.05K	Jun 30, 26	+3.88K	0.37%
AMERIPRISE FINANCIAL INC	29.00K	Jun 30, 26	+12.28K	0.36%
JONES FINANCIAL COMPANIES LLLP	27.00K	Jun 30, 26	+2.73K	0.33%
LVZ, Inc.	26.30K	Jun 30, 26	-1.03K	0.32%
IHT Wealth Management, LLC	25.39K	Jun 30, 26	-1.70K	0.31%
BKA Wealth Consulting, Inc.	21.71K	Jun 30, 26	+579	0.27%
Proactive Wealth Strategies LLC	20.68K	Jun 30, 26	-95	0.26%
HFG Advisors, Inc.	20.50K	Jun 30, 26	+276	0.25%
Rockefeller Capital Management L.P.	20.14K	Jun 30, 26	+587	0.25%
Wealthcare Advisory Partners LLC	19.16K	Jun 30, 26	+2.67K	0.24%
Private Advisor Group, LLC	19.05K	Jun 30, 26	-2.03K	0.24%
Prospera Financial Services Inc	18.74K	Jun 30, 26	-168	0.23%
IFP Advisors, Inc	18.51K	Jun 30, 26	-1.87K	0.23%
Equitable Holdings, Inc.	17.97K	Jun 30, 26	-1.13K	0.22%
Vestmark Advisory Solutions, Inc.	17.61K	Jun 30, 26	-2.57K	0.22%
Western Wealth Management, LLC	17.47K	Jun 30, 26	-479	0.22%
IFS Group,LLC	16.55K	Jun 30, 26	+2.15K	0.20%
Wedmont Private Capital	15.40K	Jun 30, 26	--	0.19%
FSB PREMIER WEALTH MANAGEMENT, INC.	15.17K	Jun 30, 26	-111	0.19%
TRUIST FINANCIAL CORP	13.29K	Jun 30, 26	+377	0.16%
Snowden Capital Advisors LLC	13.07K	Jun 30, 26	-502	0.16%
Gateway Wealth Partners, LLC	13.01K	Jun 30, 26	-18.12K	0.16%
Empirical Asset Management, LLC	12.60K	Jun 30, 26	+558	0.16%
Steward Partners Investment Advisory, LLC	12.16K	Jun 30, 26	+10.04K	0.15%
Stratos Wealth Partners, LTD.	11.83K	Jun 30, 26	-1.39K	0.15%
MML INVESTORS SERVICES, LLC	10.79K	Jun 30, 26	+1.42K	0.13%
Keystone Wealth Services, LLC	10.68K	Jun 30, 26	--	0.13%
NATIXIS ADVISORS, L.P.	10.53K	Jun 30, 26	+10.53K	0.13%
MONEY CONCEPTS CAPITAL CORP	10.32K	Jun 30, 26	+90	0.13%
Horizon Family Wealth, Inc.	10.24K	Jun 30, 26	+1	0.13%
Allworth Financial LP	10.16K	Jun 30, 26	+734	0.13%
Kestra Advisory Services, LLC	10.14K	Jun 30, 26	-1.33K	0.13%
Krilogy Financial LLC	9.49K	Jun 30, 26	+1	0.12%
WIN ADVISORS, INC	9.42K	Jun 30, 26	-15.94K	0.12%
OPPENHEIMER & CO INC	8.89K	Jun 30, 26	+65	0.11%
NBC SECURITIES, INC.	8.78K	Jun 30, 26	-153	0.11%
HighTower Advisors, LLC	8.71K	Jun 30, 26	-179	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8.33K	Jun 30, 26	-8.61K	0.10%
DAYMARK WEALTH PARTNERS, LLC	8.06K	Jun 30, 26	+5.99K	0.10%
Apollon Wealth Management, LLC	7.88K	Jun 30, 26	-367	0.10%
Geneos Wealth Management Inc.	7.64K	Jun 30, 26	-86	0.09%
CoreCap Advisors, LLC	7.58K	Jun 30, 26	-369	0.09%
Hilton Head Capital Partners, LLC	7.30K	Jun 30, 26	-2.65K	0.09%
Three Seasons Wealth, LLC	7.20K	Jun 30, 26	--	0.09%
NewEdge Advisors, LLC	7.06K	Jun 30, 26	-2.11K	0.09%
Beck Bode, LLC	7.04K	Jun 30, 26	-13	0.09%
FIFTH THIRD BANCORP	6.96K	Jun 30, 26	+301	0.09%
Cresset Asset Management, LLC	6.67K	Jun 30, 26	--	0.08%
AE Wealth Management LLC	6.65K	Jun 30, 26	+1.08K	0.08%
JPMORGAN CHASE & CO	6.53K	Jun 30, 26	-1.14K	0.08%
FIFTH THIRD SECURITIES, INC.	6.40K	Jun 30, 26	-387	0.08%
Creative Planning	6.00K	Jun 30, 26	+605	0.07%
Sanctuary Advisors, LLC	5.86K	Jun 30, 26	+554	0.07%
Clearwater Capital Advisors, LLC	5.75K	Jun 30, 26	-120	0.07%
KESTRA PRIVATE WEALTH SERVICES, LLC	5.61K	Jun 30, 26	-365	0.07%
LaSalle St. Investment Advisors, LLC	5.33K	Jun 30, 26	-80	0.07%
Z3 Capital Partners, LLC	5.33K	Jun 30, 26	-120	0.07%
RFG Advisory, LLC	5.28K	Jun 30, 26	-3.21K	0.07%
RPS ADVISORY SOLUTIONS LLC	5.23K	Jun 30, 26	+174	0.06%
Stonebridge Financial Planning Group, LLC	5.21K	Jun 30, 26	-251	0.06%
MERCER GLOBAL ADVISORS INC /ADV	5.21K	Jun 30, 26	-3.34K	0.06%
MPWM ADVISORY SOLUTIONS, LLC	5.17K	Jun 30, 26	+62	0.06%
Well Done, LLC	4.88K	Jun 30, 26	--	0.06%
Sigma Planning Corp	4.84K	Jun 30, 26	-12	0.06%
Global Assets Advisory, LLC	4.77K	Jun 30, 26	+4.77K	0.06%
Transamerica Financial Advisors, Inc.	4.76K	Jun 30, 26	-378	0.06%
GREAT VALLEY ADVISOR GROUP, INC.	4.73K	Jun 30, 26	-330	0.06%
IFG Advisory, LLC	4.61K	Jun 30, 26	+3.71K	0.06%
CITIGROUP INC	4.60K	Jun 30, 26	+1.51K	0.06%
Mariner, LLC	4.58K	Jun 30, 26	-6	0.06%
Huntleigh Advisors, Inc.	4.51K	Jun 30, 26	+426	0.06%
Marks Group Wealth Management, Inc	4.43K	Jun 30, 26	--	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	4.42K	Jun 30, 26	-1.23K	0.05%
1776 Wealth LLC	4.36K	Jun 30, 26	--	0.05%
Chicago Partners Investment Group LLC	3.77K	Jun 30, 26	+1	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.75K	Jun 30, 26	-200	0.05%
Mutual Advisors, LLC	3.75K	Jun 30, 26	-711	0.05%
RiverTree Advisors, LLC	3.74K	Jun 30, 26	--	0.05%
UBS ASSET MANAGEMENT AMERICAS INC	3.70K	Jun 30, 26	-80	0.05%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.68K	Jun 30, 26	-4.94K	0.05%
FMR LLC	3.66K	Jun 30, 26	-56	0.05%
US BANCORP \DE\	3.64K	Jun 30, 26	--	0.04%
Ashton Thomas Private Wealth, LLC	3.60K	Jun 30, 26	-616	0.04%
STRATEGY ASSET MANAGERS LLC	3.36K	Jun 30, 26	--	0.04%
Arkadios Wealth Advisors	3.28K	Jun 30, 26	-2.12K	0.04%
SAXON INTERESTS, INC.	3.25K	Jun 30, 26	--	0.04%
Richmond Investment Services, LLC	3.25K	Jun 30, 26	-3.73K	0.04%
Walkner Condon Financial Advisors LLC	2.96K	Jun 30, 26	--	0.04%
ASSETMARK, INC	2.83K	Jun 30, 26	+510	0.03%
Sound Income Strategies, LLC	2.77K	Jun 30, 26	-6	0.03%
FLAGSTAR ADVISORS INC.	2.72K	Jun 30, 26	--	0.03%
Founders Financial Alliance, LLC	2.71K	Jun 30, 26	+31	0.03%
Summit Financial, LLC	2.65K	Jun 30, 26	--	0.03%
Keating Financial Advisory Services, Inc.	2.63K	Jun 30, 26	--	0.03%
Parallel Advisors, LLC	2.61K	Jun 30, 26	-266	0.03%
Mount Yale Investment Advisors, LLC	2.57K	Jun 30, 26	--	0.03%
Independent Wealth Network Inc.	2.56K	Jun 30, 26	+157	0.03%
Invesco Ltd.	2.54K	Jun 30, 26	--	0.03%
PRIVATE TRUST CO NA	2.51K	Jun 30, 26	--	0.03%
Morey & Quinn Wealth Partners, LLC	2.49K	Jun 30, 26	--	0.03%
Atria Investments, Inc	2.44K	Jun 30, 26	-308	0.03%
Colony Group, LLC	2.29K	Jun 30, 26	+271	0.03%
Cypress Wealth Services, LLC	2.25K	Jun 30, 26	+1	0.03%
NICOLET BANKSHARES INC	2.25K	Jun 30, 26	+2.25K	0.03%
Chicago Wealth Management, Inc.	2.23K	Jun 30, 26	--	0.03%
WEDBUSH SECURITIES INC	2.22K	Jun 30, 26	--	0.03%
WealthBridge Capital Management, LLC	2.21K	Jun 30, 26	--	0.03%
SBE LLC DBA CEDAR COVE WEALTH PARTNERS	2.20K	Jun 30, 26	--	0.03%
Merit Financial Group, LLC	2.16K	Jun 30, 26	+28	0.03%
NewEdge Wealth, LLC	2.03K	Jun 30, 26	--	0.03%
Bawa N Mallick Trust	2.00K	Jun 30, 26	--	0.02%
GERMAN AMERICAN BANCORP, INC.	2.00K	Jun 30, 26	--	0.02%
Parkwoods Wealth Partners, LLC	1.99K	Jun 30, 26	-28	0.02%
Sylvest Advisors, LLC	1.99K	Jun 30, 26	+1.99K	0.02%
Meridian Wealth Advisors, LLC	1.98K	Jun 30, 26	--	0.02%
VAQUERO PRIVATE WEALTH, LTD	1.94K	Jun 30, 26	+1.94K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.92K	Jun 30, 26	-119	0.02%
TCFG Investment Advisors, LLC	1.92K	Jun 30, 26	-20	0.02%
QRG CAPITAL MANAGEMENT, INC.	1.90K	Jun 30, 26	-85	0.02%
Pine Valley Investments Ltd Liability Co	1.90K	Jun 30, 26	+52	0.02%
Institute for Wealth Management, LLC.	1.90K	Jun 30, 26	--	0.02%
WealthTrust Asset Management, LLC	1.87K	Jun 30, 26	-30	0.02%
CULLEN/FROST BANKERS, INC.	1.86K	Jun 30, 26	-226	0.02%
AQR CAPITAL MANAGEMENT LLC	1.82K	Jun 30, 26	--	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	1.81K	Jun 30, 26	--	0.02%
COMPASS CAPITAL CORP /MA/ /ADV	1.80K	Jun 30, 26	--	0.02%
Crumly & Associates Inc.	1.77K	Jun 30, 26	--	0.02%
Higgins & Schmidt Wealth Strategies LLC	1.74K	Jun 30, 26	-123	0.02%
Harvest Investment Services, LLC	1.70K	Jun 30, 26	+275	0.02%
REDSTONE WEALTH MANAGEMENT, LLC	1.64K	Jun 30, 26	-348	0.02%
PFG Advisors	1.64K	Jun 30, 26	-299	0.02%
Mission Financial Group, LLC	1.60K	Jun 30, 26	+1.60K	0.02%
LexAurum Advisors, LLC	1.52K	Jun 30, 26	-70	0.02%
Foundations Investment Advisors, LLC	1.50K	Jun 30, 26	-84	0.02%
Missouri Trust & Investment Co	1.42K	Jun 30, 26	--	0.02%
ZACKS INVESTMENT MANAGEMENT	1.42K	Jun 30, 26	-700	0.02%
Cushing Capital Partners, LLC	1.35K	Jun 30, 26	--	0.02%
GOLDMAN SACHS GROUP INC	1.34K	Jun 30, 26	-8.60K	0.02%
Strid Group, LLC	1.34K	Jun 30, 26	-111	0.02%
PARK AVENUE SECURITIES LLC	1.31K	Jun 30, 26	--	0.02%
JANE STREET GROUP, LLC	1.29K	Jun 30, 26	+1.29K	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	1.26K	Jun 30, 26	-10	0.02%
FIRST NATIONAL BANK OF OMAHA	1.25K	Jun 30, 26	+1.25K	0.02%
FOUNDERS FINANCIAL SECURITIES LLC	1.22K	Jun 30, 26	-8	0.02%
HHM Wealth Advisors, LLC	1.21K	Jun 30, 26	+4	0.01%
Per Stirling Capital Management, LLC.	1.18K	Jun 30, 26	+1.18K	0.01%
COMMERCE BANK	1.18K	Jun 30, 26	+1.18K	0.01%
M3 Advisory Group, LLC	1.17K	Jun 30, 26	+1.17K	0.01%
Core Wealth Partners LLC	1.16K	Jun 30, 26	+1.16K	0.01%
NORTHWEST WEALTH MANAGEMENT, LLC	1.15K	Jun 30, 26	+1.15K	0.01%
Buckingham Strategic Partners	1.15K	Jun 30, 26	+1.15K	0.01%
Global Retirement Partners, LLC	1.14K	Jun 30, 26	+1.14K	0.01%
Advisory Services Network, LLC	1.12K	Jun 30, 26	-138	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	1.10K	Jun 30, 26	-224	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	1.10K	Jun 30, 26	+1.10K	0.01%
PRIVATE CLIENT SERVICES, LLC	1.10K	Jun 30, 26	+1.10K	0.01%
Asset Dedication, LLC	1.08K	Jun 30, 26	--	0.01%
Summit Investment Advisory Services, LLC	1.08K	Jun 30, 26	+1.08K	0.01%
ABLE Financial Group, LLC	1.08K	Jun 30, 26	+1.08K	0.01%
Clark Capital Management Group, Inc.	1.07K	Jun 30, 26	+1.07K	0.01%
Cyndeo Wealth Partners, LLC	1.03K	Jun 30, 26	+1.03K	0.01%
BLAIR WILLIAM & CO/IL	1.03K	Jun 30, 26	-244	0.01%
Spectrum Wealth Advisory Group, LLC	990	Jun 30, 26	+990	0.01%
CENTAURUS FINANCIAL, INC.	854	Jun 30, 26	--	0.01%
Frazier Financial Advisors, LLC	699	Jun 30, 26	--	0.01%
Hilltop National Bank	688	Jun 30, 26	--	0.01%
HUNTINGTON NATIONAL BANK	561	Jun 30, 26	--	0.01%
Russell Investments Group, Ltd.	550	Jun 30, 26	+550	0.01%
Signature Equity Partners, LLC	498	Jun 30, 26	--	0.01%
PlanVest Financial, Inc	463	Jun 30, 26	+1	0.01%
Crews Bank & Trust	451	Jun 30, 26	--	0.01%
Pillar Financial Advisors, LLC	435	Jun 30, 26	--	0.01%
Luminist Capital LLC	403	Jun 30, 26	+403	0.00%
Farther Finance Advisors, LLC	403	Jun 30, 26	-1.21K	0.00%
Pinnacle Bancorp, Inc.	378	Jun 30, 26	--	0.00%
Spire Wealth Management	345	Jun 30, 26	--	0.00%
First Bancorp, Inc /ME/	309	Jun 30, 26	+309	0.00%
BankPlus Trust Department	305	Jun 30, 26	--	0.00%
GAMMA Investing LLC	298	Jun 30, 26	--	0.00%
Trifecta Capital Advisors, LLC	282	Jun 30, 26	--	0.00%
Comprehensive Financial Planning, Inc./PA	209	Jun 30, 26	--	0.00%
Rossby Financial, LCC	208	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	203	Jun 30, 26	+203	0.00%
Dunhill Financial, LLC	200	Jun 30, 26	--	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	174	Jun 30, 26	--	0.00%
REAP Financial Group, LLC	146	Jun 30, 26	-75	0.00%
Ancora Advisors, LLC	116	Jun 30, 26	--	0.00%
KERR FINANCIAL PLANNING Corp	101	Jun 30, 26	--	0.00%
Burnham & Co LLC	100	Jun 30, 26	+100	0.00%
WOLFF WIESE MAGANA LLC	100	Jun 30, 26	--	0.00%
SJS Investment Consulting Inc.	89	Jun 30, 26	--	0.00%
DiNuzzo Private Wealth, Inc.	87	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	37	Jun 30, 26	+37	0.00%
Vermillion Wealth Management, Inc.	35	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	34	Jun 30, 26	+34	0.00%
Key FInancial Inc	33	Jun 30, 26	--	0.00%
MCF Advisors LLC	14	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	8	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	5	Jun 30, 26	+5	0.00%
BANK OF MONTREAL /CAN/	--	Jun 30, 26	-138	--
Independent Advisor Alliance	--	Jun 30, 26	-12.21K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-9.45K	--
Silver Grove Financial Group, Inc.	--	Jun 30, 26	-221	--
MILLENNIUM MANAGEMENT LLC	--	Jun 30, 26	-2.94K	--
MAI Capital Management	--	Jun 30, 26	-225	--
GREENUP STREET WEALTH MANAGEMENT LLC	--	Jun 30, 26	-24.28K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-11.70K	--
U.S. Capital Wealth Advisors, LLC	44.87K	Mar 31, 26	+2.51K	0.55%
CWM, LLC	11.05K	Mar 31, 26	+208	0.14%
Jaffetilchin Investment Partners, LLC	2.85K	Mar 31, 26	--	0.04%
TCFG WEALTH MANAGEMENT, LLC	1.94K	Mar 31, 26	-7	0.02%
COMERICA BANK	6.66K	Dec 31, 25	+15	0.08%
TUCKER ASSET MANAGEMENT LLC	52	Dec 31, 25	+52	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-225	--
Moloney Securities Asset Management, LLC	4.26K	Sep 30, 25	+954	0.05%
AVANTAX ADVISORY SERVICES, INC.	28.23K	Jun 30, 25	-6.41K	0.35%
Tyler-Stone Wealth Management	6.47K	Jun 30, 25	--	0.08%
Good Life Advisors, LLC	2.85K	Jun 30, 25	--	0.04%
Clarity Capital Partners LLC	1.87K	Jun 30, 25	--	0.02%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-2.30K	--
Householder Group Estate & Retirement Specialist, LLC	10.05K	Dec 31, 24	+233	0.12%
Private Portfolio Partners LLC	8.68K	Dec 31, 24	-105	0.11%
Zions Bancorporation, N.A.	1.20K	Dec 31, 24	--	0.01%
SignalPoint Asset Management, LLC	--	Dec 31, 24	-4.94K	--
Raymond James Financial Services Advisors, Inc.	126.08K	Sep 30, 24	-7.84K	1.56%
RAYMOND JAMES & ASSOCIATES	113.00K	Sep 30, 24	+9.95K	1.39%
ETFIDEA, LLC	14.72K	Sep 30, 24	--	0.18%
Kowal Investment Group, LLC	3.47K	Sep 30, 24	+2	0.04%
First Trust Direct Indexing L.P.	2.84K	Sep 30, 24	--	0.04%
BENJAMIN F. EDWARDS & COMPANY, INC.	50.30K	Jun 30, 24	+31.03K	0.62%
BUCKINGHAM STRATEGIC WEALTH, LLC	2.65K	Jun 30, 24	--	0.03%
ICA Group Wealth Management, LLC	240	Jun 30, 24	-1.45K	0.00%
Cetera Advisor Networks LLC	55.08K	Mar 31, 24	+1.22K	0.68%
Coppell Advisory Solutions Corp.	33.20K	Mar 31, 24	+33.20K	0.41%
Cetera Advisors LLC	33.12K	Mar 31, 24	+14.54K	0.41%
DFPG INVESTMENTS, LLC	2.17K	Dec 31, 23	+1	0.03%
COMERICA SECURITIES,INC.	2.13K	Sep 30, 23	-17	0.03%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-361	--
True Capital Management	8.71K	Mar 31, 23	-189	0.11%
S.C. Financial Services, Inc.	5.34K	Dec 31, 22	+82	0.07%
Bickling Financial Services, Inc.	2.36K	Dec 31, 22	+9	0.03%
St. James Investment Advisors, LLC	11	Dec 31, 22	--	0.00%
American Portfolios Advisors	1.15K	Sep 30, 22	+1.15K	0.01%
MUFG Americas Holdings Corp	922	Sep 30, 22	--	0.01%
ACG Wealth	--	Sep 30, 22	-1.53K	--
Holloway Wealth Management, LLC	3.08K	Mar 31, 22	-365	0.04%
Carroll Financial Associates, Inc.	730	Dec 31, 21	--	0.01%
NEXT Financial Group, Inc	--	Dec 31, 21	-16.16K	--
Hayden Royal, LLC	--	Dec 31, 21	-8.84K	--
BHF RG Capital Inc.	9.42K	Sep 30, 21	--	0.12%
Ameritas Investment Company, LLC	2.10K	Sep 30, 21	+725	0.03%
USCA RIA LLC	20.44K	Jun 30, 21	+1.36K	0.25%
First Allied Advisory Services, Inc.	40.84K	Sep 30, 20	-16.70K	0.50%
Lucia Wealth Services, LLC	33.24K	Sep 30, 20	-5.24K	0.41%
Advisor Group, Inc.	200.75K	Dec 31, 19	+15.36K	2.48%
LADENBURG THALMANN FINANCIAL SERVICES INC.	77.73K	Dec 31, 19	+20.83K	0.96%
BB&T SECURITIES, LLC	9.87K	Sep 30, 19	-2.27K	0.12%
SUNTRUST BANKS INC	5.01K	Sep 30, 19	+418	0.06%
HL FINANCIAL SERVICES LLC	55.34K	Mar 31, 19	-4.80K	0.68%
RELIANCE TRUST CO OF DELAWARE	22.68K	Mar 31, 19	+8.01K	0.28%
NEXT Financial Holdings	60	Mar 31, 19	+60	0.00%
COMERICA SECURITIES INC	7.94K	Dec 31, 18	+407	0.10%
IFC Holdings Incorporated/FL	15.51K	Dec 31, 17	-65.96K	0.19%
BB&T INVESTMENT SERVICES, INC.	363	Dec 31, 17	+363	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-7.32K	--
Commonwealth Equity Services, Inc	27.62K	Jun 30, 17	+66	0.34%
WFG Advisors, LP	6.08K	Jun 30, 17	-311	0.08%
Virtu KCG Holdings LLC	--	Jun 30, 17	-6.62K	--
MSI Financial Services Inc	57.30K	Dec 31, 16	+6.48K	0.71%
SOCIETE GENERALE	177.87K	Jun 30, 16	+177.87K	2.20%
VSR Financial Services, Inc.	9.85K	Jun 30, 16	-2.34K	0.12%
Aris Wealth Services, Inc.	871	Sep 30, 15	--	0.01%
FolioMetrix LLC	2.67K	Jun 30, 15	+2.67K	0.03%
MANAGED ACCOUNT ADVISORS LLC	201	Jun 30, 15	-714	0.00%
NEW ENGLAND SECURITIES CORP /MA/	225	Dec 31, 14	-282	0.00%
Placemark Investments, Inc.	--	Dec 31, 14	-7.84K	--
UBS AG	560.82K	Sep 30, 14	+184.97K	6.92%
STIFEL NICOLAUS & CO INC \MO\	--	Sep 30, 13	-17.40K	--
First Allied Securities, Inc.	380	Jun 30, 12	+380	0.00%

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Holder

Date

Change

% Held

MORGAN STANLEY

717.08K

Jun 30, 26

+23.49K

8.85%

LPL Financial LLC

669.37K

Jun 30, 26

-6.61K

8.26%

Janney Montgomery Scott LLC

440.15K

Jun 30, 26

-5.85K

5.43%

WELLS FARGO & COMPANY/MN

338.66K

Jun 30, 26

-84.37K

4.18%

UBS Group AG

225.68K

Jun 30, 26

+4.86K

2.79%

RAYMOND JAMES FINANCIAL INC

169.43K

Jun 30, 26

-39.05K

2.09%

Baird Financial Group, Inc.

152.78K

Jun 30, 26

+1.21K

1.89%

COMMONWEALTH EQUITY SERVICES, LLC

151.78K

Jun 30, 26

-5.69K

1.87%

BANK OF AMERICA CORP /DE/

135.00K

Jun 30, 26

-4.55K

1.67%

CX Institutional

109.23K

Jun 30, 26

-4.55K

1.35%

Cetera Investment Advisers

95.40K

Jun 30, 26

+873

1.18%

Kingsview Wealth Management, LLC

94.36K

Jun 30, 26

-1.76K

1.16%

BENJAMIN EDWARDS INC

79.22K

Jun 30, 26

+16.81K

0.98%

STIFEL FINANCIAL CORP

72.54K

Jun 30, 26

+14.37K

0.90%

Cambridge Investment Research Advisors, Inc.

71.14K

Jun 30, 26

-21.41K

0.88%

ROYAL BANK OF CANADA

68.11K

Jun 30, 26

-382

0.84%

WILEY BROS.-AINTREE CAPITAL, LLC

66.59K

Jun 30, 26

+63.52K

0.82%

SRS Capital Advisors, Inc.

47.77K

Jun 30, 26

+47.62K

0.59%

HARBOUR INVESTMENTS, INC.

46.99K

Jun 30, 26

-316

0.58%

SPIRIT OF AMERICA MANAGEMENT CORP/NY

42.06K

Jun 30, 26

+41.79K

0.52%

D.A. DAVIDSON & CO.

37.73K

Jun 30, 26

-14

0.47%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

37.52K

Jun 30, 26

+234

0.46%

ENVESTNET ASSET MANAGEMENT INC

36.19K

Jun 30, 26

+2.51K

0.45%

Virtu Financial LLC

35.59K

Jun 30, 26

-4.19K

0.44%

Integrated Wealth Concepts LLC

35.10K

Jun 30, 26

+26.79K

0.43%

FIRST TRUST ADVISORS LP

31.14K

Jun 30, 26

-792

0.38%

ADVISOR GROUP HOLDINGS, INC.

30.05K

Jun 30, 26

+3.88K

0.37%

AMERIPRISE FINANCIAL INC

29.00K

Jun 30, 26

+12.28K

0.36%

JONES FINANCIAL COMPANIES LLLP

27.00K

Jun 30, 26

+2.73K

0.33%

LVZ, Inc.

26.30K

Jun 30, 26

-1.03K

0.32%

IHT Wealth Management, LLC

25.39K

Jun 30, 26

-1.70K

0.31%

BKA Wealth Consulting, Inc.

21.71K

Jun 30, 26

+579

0.27%

Proactive Wealth Strategies LLC

20.68K

Jun 30, 26

-95

0.26%

HFG Advisors, Inc.

20.50K

Jun 30, 26

+276

0.25%

Rockefeller Capital Management L.P.

20.14K

Jun 30, 26

+587

0.25%

Wealthcare Advisory Partners LLC

19.16K

Jun 30, 26

+2.67K

0.24%

Private Advisor Group, LLC

19.05K

Jun 30, 26

-2.03K

0.24%

Prospera Financial Services Inc

18.74K

Jun 30, 26

-168

0.23%

IFP Advisors, Inc

18.51K

Jun 30, 26

-1.87K

0.23%

Equitable Holdings, Inc.

17.97K

Jun 30, 26

-1.13K

0.22%

Vestmark Advisory Solutions, Inc.

17.61K

Jun 30, 26

-2.57K

0.22%

Western Wealth Management, LLC

17.47K

Jun 30, 26

-479

0.22%

IFS Group,LLC

16.55K

Jun 30, 26

+2.15K

0.20%

Wedmont Private Capital

15.40K

Jun 30, 26

0.19%

FSB PREMIER WEALTH MANAGEMENT, INC.

15.17K

Jun 30, 26

-111

0.19%

TRUIST FINANCIAL CORP

13.29K

Jun 30, 26

+377

0.16%

Snowden Capital Advisors LLC

13.07K

Jun 30, 26

-502

0.16%

Gateway Wealth Partners, LLC

13.01K

Jun 30, 26

-18.12K

0.16%

Empirical Asset Management, LLC

12.60K

Jun 30, 26

+558

0.16%

Steward Partners Investment Advisory, LLC

12.16K

Jun 30, 26

+10.04K

0.15%

Stratos Wealth Partners, LTD.

11.83K

Jun 30, 26

-1.39K

0.15%

MML INVESTORS SERVICES, LLC

10.79K

Jun 30, 26

+1.42K

0.13%

Keystone Wealth Services, LLC

10.68K

Jun 30, 26

0.13%

NATIXIS ADVISORS, L.P.

10.53K

Jun 30, 26

+10.53K

0.13%

MONEY CONCEPTS CAPITAL CORP

10.32K

Jun 30, 26

+90

0.13%

Horizon Family Wealth, Inc.

10.24K

Jun 30, 26

0.13%

Allworth Financial LP

10.16K

Jun 30, 26

+734

0.13%

Kestra Advisory Services, LLC

10.14K

Jun 30, 26

-1.33K

0.13%

Krilogy Financial LLC

9.49K

Jun 30, 26

0.12%

WIN ADVISORS, INC

9.42K

Jun 30, 26

-15.94K

0.12%

OPPENHEIMER & CO INC

8.89K

Jun 30, 26

+65

0.11%

NBC SECURITIES, INC.

8.78K

Jun 30, 26

-153

0.11%

HighTower Advisors, LLC

8.71K

Jun 30, 26

-179

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

8.33K

Jun 30, 26

-8.61K

0.10%

DAYMARK WEALTH PARTNERS, LLC

8.06K

Jun 30, 26

+5.99K

0.10%

Apollon Wealth Management, LLC

7.88K

Jun 30, 26

-367

0.10%

Geneos Wealth Management Inc.

7.64K

Jun 30, 26

-86

0.09%

CoreCap Advisors, LLC

7.58K

Jun 30, 26

-369

0.09%

Hilton Head Capital Partners, LLC

7.30K

Jun 30, 26

-2.65K

0.09%

Three Seasons Wealth, LLC

7.20K

Jun 30, 26

0.09%

NewEdge Advisors, LLC

7.06K

Jun 30, 26

-2.11K

0.09%

Beck Bode, LLC

7.04K

Jun 30, 26

-13

0.09%

FIFTH THIRD BANCORP

6.96K

Jun 30, 26

+301

0.09%

Cresset Asset Management, LLC

6.67K

Jun 30, 26

0.08%

AE Wealth Management LLC

6.65K

Jun 30, 26

+1.08K

0.08%

JPMORGAN CHASE & CO

6.53K

Jun 30, 26

-1.14K

0.08%

FIFTH THIRD SECURITIES, INC.

6.40K

Jun 30, 26

-387

0.08%

Creative Planning

6.00K

Jun 30, 26

+605

0.07%

Sanctuary Advisors, LLC

5.86K

Jun 30, 26

+554

0.07%

Clearwater Capital Advisors, LLC

5.75K

Jun 30, 26

-120

0.07%

KESTRA PRIVATE WEALTH SERVICES, LLC

5.61K

Jun 30, 26

-365

0.07%

LaSalle St. Investment Advisors, LLC

5.33K

Jun 30, 26

-80

0.07%

Z3 Capital Partners, LLC

5.33K

Jun 30, 26

-120

0.07%

RFG Advisory, LLC

5.28K

Jun 30, 26

-3.21K

0.07%

RPS ADVISORY SOLUTIONS LLC

5.23K

Jun 30, 26

+174

0.06%

Stonebridge Financial Planning Group, LLC

5.21K

Jun 30, 26

-251

0.06%

MERCER GLOBAL ADVISORS INC /ADV

5.21K

Jun 30, 26

-3.34K

0.06%

MPWM ADVISORY SOLUTIONS, LLC

5.17K

Jun 30, 26

+62

0.06%

Well Done, LLC

4.88K

Jun 30, 26

0.06%

Sigma Planning Corp

4.84K

Jun 30, 26

-12

0.06%

Global Assets Advisory, LLC

4.77K

Jun 30, 26

+4.77K

0.06%

Transamerica Financial Advisors, Inc.

4.76K

Jun 30, 26

-378

0.06%

GREAT VALLEY ADVISOR GROUP, INC.

4.73K

Jun 30, 26

-330

0.06%

IFG Advisory, LLC

4.61K

Jun 30, 26

+3.71K

0.06%

CITIGROUP INC

4.60K

Jun 30, 26

+1.51K

0.06%

Mariner, LLC

4.58K

Jun 30, 26

-6

0.06%

Huntleigh Advisors, Inc.

4.51K

Jun 30, 26

+426

0.06%

Marks Group Wealth Management, Inc

4.43K

Jun 30, 26

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

4.42K

Jun 30, 26

-1.23K

0.05%

1776 Wealth LLC

4.36K

Jun 30, 26

0.05%

Chicago Partners Investment Group LLC

3.77K

Jun 30, 26

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

3.75K

Jun 30, 26

-200

0.05%

Mutual Advisors, LLC

3.75K

Jun 30, 26

-711

0.05%

RiverTree Advisors, LLC

3.74K

Jun 30, 26

0.05%

UBS ASSET MANAGEMENT AMERICAS INC

3.70K

Jun 30, 26

-80

0.05%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.68K

Jun 30, 26

-4.94K

0.05%

FMR LLC

3.66K

Jun 30, 26

-56

0.05%

US BANCORP \DE\

3.64K

Jun 30, 26

0.04%

Ashton Thomas Private Wealth, LLC

3.60K

Jun 30, 26

-616

0.04%

STRATEGY ASSET MANAGERS LLC

3.36K

Jun 30, 26

0.04%

Arkadios Wealth Advisors

3.28K

Jun 30, 26

-2.12K

0.04%

SAXON INTERESTS, INC.

3.25K

Jun 30, 26

0.04%

Richmond Investment Services, LLC

3.25K

Jun 30, 26

-3.73K

0.04%

Walkner Condon Financial Advisors LLC

2.96K

Jun 30, 26

0.04%

ASSETMARK, INC

2.83K

Jun 30, 26

+510

0.03%

Sound Income Strategies, LLC

2.77K

Jun 30, 26

-6

0.03%

FLAGSTAR ADVISORS INC.

2.72K

Jun 30, 26

0.03%

Founders Financial Alliance, LLC

2.71K

Jun 30, 26

+31

0.03%

Summit Financial, LLC

2.65K

Jun 30, 26

0.03%

Keating Financial Advisory Services, Inc.

2.63K

Jun 30, 26

0.03%

Parallel Advisors, LLC

2.61K

Jun 30, 26

-266

0.03%

Mount Yale Investment Advisors, LLC

2.57K

Jun 30, 26

0.03%

Independent Wealth Network Inc.

2.56K

Jun 30, 26

+157

0.03%

Invesco Ltd.

2.54K

Jun 30, 26

0.03%

PRIVATE TRUST CO NA

2.51K

Jun 30, 26

0.03%

Morey & Quinn Wealth Partners, LLC

2.49K

Jun 30, 26

0.03%

Atria Investments, Inc

2.44K

Jun 30, 26

-308

0.03%

Colony Group, LLC

2.29K

Jun 30, 26

+271

0.03%

Cypress Wealth Services, LLC

2.25K

Jun 30, 26

0.03%

NICOLET BANKSHARES INC

2.25K

Jun 30, 26

+2.25K

0.03%

Chicago Wealth Management, Inc.

2.23K

Jun 30, 26

0.03%

WEDBUSH SECURITIES INC

2.22K

Jun 30, 26

0.03%

WealthBridge Capital Management, LLC

2.21K

Jun 30, 26

0.03%

SBE LLC DBA CEDAR COVE WEALTH PARTNERS

2.20K

Jun 30, 26

0.03%

Merit Financial Group, LLC

2.16K

Jun 30, 26

+28

0.03%

NewEdge Wealth, LLC

2.03K

Jun 30, 26

0.03%

Bawa N Mallick Trust

2.00K

Jun 30, 26

0.02%

GERMAN AMERICAN BANCORP, INC.

2.00K

Jun 30, 26

0.02%

Parkwoods Wealth Partners, LLC

1.99K

Jun 30, 26

-28

0.02%

Sylvest Advisors, LLC

1.99K

Jun 30, 26

+1.99K

0.02%

Meridian Wealth Advisors, LLC

1.98K

Jun 30, 26

0.02%

VAQUERO PRIVATE WEALTH, LTD

1.94K

Jun 30, 26

+1.94K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.92K

Jun 30, 26

-119

0.02%

TCFG Investment Advisors, LLC

1.92K

Jun 30, 26

-20

0.02%

QRG CAPITAL MANAGEMENT, INC.

1.90K

Jun 30, 26

-85

0.02%

Pine Valley Investments Ltd Liability Co

1.90K

Jun 30, 26

+52

0.02%

Institute for Wealth Management, LLC.

1.90K

Jun 30, 26

0.02%

WealthTrust Asset Management, LLC

1.87K

Jun 30, 26

-30

0.02%

CULLEN/FROST BANKERS, INC.

1.86K

Jun 30, 26

-226

0.02%

AQR CAPITAL MANAGEMENT LLC

1.82K

Jun 30, 26

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

1.81K

Jun 30, 26

0.02%

COMPASS CAPITAL CORP /MA/ /ADV

1.80K

Jun 30, 26

0.02%

Crumly & Associates Inc.

1.77K

Jun 30, 26

0.02%

Higgins & Schmidt Wealth Strategies LLC

1.74K

Jun 30, 26

-123

0.02%

Harvest Investment Services, LLC

1.70K

Jun 30, 26

+275

0.02%

REDSTONE WEALTH MANAGEMENT, LLC

1.64K

Jun 30, 26

-348

0.02%

PFG Advisors

1.64K

Jun 30, 26

-299

0.02%

Mission Financial Group, LLC

1.60K

Jun 30, 26

+1.60K

0.02%

LexAurum Advisors, LLC

1.52K

Jun 30, 26

-70

0.02%

Foundations Investment Advisors, LLC

1.50K

Jun 30, 26

-84

0.02%

Missouri Trust & Investment Co

1.42K

Jun 30, 26

0.02%

ZACKS INVESTMENT MANAGEMENT

1.42K

Jun 30, 26

-700

0.02%

Cushing Capital Partners, LLC

1.35K

Jun 30, 26

0.02%

GOLDMAN SACHS GROUP INC

1.34K

Jun 30, 26

-8.60K

0.02%

Strid Group, LLC

1.34K

Jun 30, 26

-111

0.02%

PARK AVENUE SECURITIES LLC

1.31K

Jun 30, 26

0.02%

JANE STREET GROUP, LLC

1.29K

Jun 30, 26

+1.29K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

1.26K

Jun 30, 26

-10

0.02%

FIRST NATIONAL BANK OF OMAHA

1.25K

Jun 30, 26

+1.25K

0.02%

FOUNDERS FINANCIAL SECURITIES LLC

1.22K

Jun 30, 26

-8

0.02%

HHM Wealth Advisors, LLC

1.21K

Jun 30, 26

0.01%

Per Stirling Capital Management, LLC.

1.18K

Jun 30, 26

+1.18K

0.01%

COMMERCE BANK

1.18K

Jun 30, 26

+1.18K

0.01%

M3 Advisory Group, LLC

1.17K

Jun 30, 26

+1.17K

0.01%

Core Wealth Partners LLC

1.16K

Jun 30, 26

+1.16K

0.01%

NORTHWEST WEALTH MANAGEMENT, LLC

1.15K

Jun 30, 26

+1.15K

0.01%

Buckingham Strategic Partners

1.15K

Jun 30, 26

+1.15K

0.01%

Global Retirement Partners, LLC

1.14K

Jun 30, 26

+1.14K

0.01%

Advisory Services Network, LLC

1.12K

Jun 30, 26

-138

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

1.10K

Jun 30, 26

-224

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

1.10K

Jun 30, 26

+1.10K

0.01%

PRIVATE CLIENT SERVICES, LLC

1.10K

Jun 30, 26

+1.10K

0.01%

Asset Dedication, LLC

1.08K

Jun 30, 26

0.01%

Summit Investment Advisory Services, LLC

1.08K

Jun 30, 26

+1.08K

0.01%

ABLE Financial Group, LLC

1.08K

Jun 30, 26

+1.08K

0.01%

Clark Capital Management Group, Inc.

1.07K

Jun 30, 26

+1.07K

0.01%

Cyndeo Wealth Partners, LLC

1.03K

Jun 30, 26

+1.03K

0.01%

BLAIR WILLIAM & CO/IL

1.03K

Jun 30, 26

-244

0.01%

Spectrum Wealth Advisory Group, LLC

990

Jun 30, 26

+990

0.01%

CENTAURUS FINANCIAL, INC.

854

Jun 30, 26

0.01%

Frazier Financial Advisors, LLC

699

Jun 30, 26

0.01%

Hilltop National Bank

688

Jun 30, 26

0.01%

HUNTINGTON NATIONAL BANK

561

Jun 30, 26

0.01%

Russell Investments Group, Ltd.

550

Jun 30, 26

+550

0.01%

Signature Equity Partners, LLC

498

Jun 30, 26

0.01%

PlanVest Financial, Inc

463

Jun 30, 26

0.01%

Crews Bank & Trust

451

Jun 30, 26

0.01%

Pillar Financial Advisors, LLC

435

Jun 30, 26

0.01%

Luminist Capital LLC

403

Jun 30, 26

+403

0.00%

Farther Finance Advisors, LLC

403

Jun 30, 26

-1.21K

0.00%

Pinnacle Bancorp, Inc.

378

Jun 30, 26

0.00%

Spire Wealth Management

345

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

309

Jun 30, 26

+309

0.00%

BankPlus Trust Department

305

Jun 30, 26

0.00%

GAMMA Investing LLC

298

Jun 30, 26

0.00%

Trifecta Capital Advisors, LLC

282

Jun 30, 26

0.00%

Comprehensive Financial Planning, Inc./PA

209

Jun 30, 26

0.00%

Rossby Financial, LCC

208

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

203

Jun 30, 26

+203

0.00%

Dunhill Financial, LLC

200

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

174

Jun 30, 26

0.00%

REAP Financial Group, LLC

146

Jun 30, 26

-75

0.00%

Ancora Advisors, LLC

116

Jun 30, 26

0.00%

KERR FINANCIAL PLANNING Corp

101

Jun 30, 26

0.00%

Burnham & Co LLC

100

Jun 30, 26

+100

0.00%

WOLFF WIESE MAGANA LLC

100

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

DiNuzzo Private Wealth, Inc.

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

+37

0.00%

Vermillion Wealth Management, Inc.

Jun 30, 26

0.00%

Continuum Advisory, LLC

Jun 30, 26

+34

0.00%

Key FInancial Inc

Jun 30, 26

0.00%

MCF Advisors LLC

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

Jun 30, 26

-138

Independent Advisor Alliance

Jun 30, 26

-12.21K

CITADEL ADVISORS LLC

Jun 30, 26

-9.45K

Silver Grove Financial Group, Inc.

Jun 30, 26

-221

MILLENNIUM MANAGEMENT LLC

Jun 30, 26

-2.94K

MAI Capital Management

Jun 30, 26

-225

GREENUP STREET WEALTH MANAGEMENT LLC

Jun 30, 26

-24.28K

FLOW TRADERS U.S. LLC

Jun 30, 26

-11.70K

U.S. Capital Wealth Advisors, LLC

44.87K

Mar 31, 26

+2.51K

0.55%

CWM, LLC

11.05K

Mar 31, 26

+208

0.14%

Jaffetilchin Investment Partners, LLC

2.85K

Mar 31, 26

0.04%

TCFG WEALTH MANAGEMENT, LLC

1.94K

Mar 31, 26

-7

0.02%

COMERICA BANK

6.66K

Dec 31, 25

+15

0.08%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+52

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-225

Moloney Securities Asset Management, LLC

4.26K

Sep 30, 25

+954

0.05%

AVANTAX ADVISORY SERVICES, INC.

28.23K

Jun 30, 25

-6.41K

0.35%

Tyler-Stone Wealth Management

6.47K

Jun 30, 25

0.08%

Good Life Advisors, LLC

2.85K

Jun 30, 25

0.04%

Clarity Capital Partners LLC

1.87K

Jun 30, 25

0.02%

Atria Wealth Solutions, Inc.

Jun 30, 25

-2.30K

Householder Group Estate & Retirement Specialist, LLC

10.05K

Dec 31, 24

+233

0.12%

Private Portfolio Partners LLC

8.68K

Dec 31, 24

-105

0.11%

Zions Bancorporation, N.A.

1.20K

Dec 31, 24

0.01%

SignalPoint Asset Management, LLC

Dec 31, 24

-4.94K

Raymond James Financial Services Advisors, Inc.

126.08K

Sep 30, 24

-7.84K

1.56%

RAYMOND JAMES & ASSOCIATES

113.00K

Sep 30, 24

+9.95K

1.39%

ETFIDEA, LLC

14.72K

Sep 30, 24

0.18%

Kowal Investment Group, LLC

3.47K

Sep 30, 24

0.04%

First Trust Direct Indexing L.P.

2.84K

Sep 30, 24

0.04%

BENJAMIN F. EDWARDS & COMPANY, INC.

50.30K

Jun 30, 24

+31.03K

0.62%

BUCKINGHAM STRATEGIC WEALTH, LLC

2.65K

Jun 30, 24

0.03%

ICA Group Wealth Management, LLC

240

Jun 30, 24

-1.45K

0.00%

Cetera Advisor Networks LLC

55.08K

Mar 31, 24

+1.22K

0.68%

Coppell Advisory Solutions Corp.

33.20K

Mar 31, 24

+33.20K

0.41%

Cetera Advisors LLC

33.12K

Mar 31, 24

+14.54K

0.41%

DFPG INVESTMENTS, LLC

2.17K

Dec 31, 23

0.03%

COMERICA SECURITIES,INC.

2.13K

Sep 30, 23

-17

0.03%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-361

True Capital Management

8.71K

Mar 31, 23

-189

0.11%

S.C. Financial Services, Inc.

5.34K

Dec 31, 22

+82

0.07%

Bickling Financial Services, Inc.

2.36K

Dec 31, 22

0.03%

St. James Investment Advisors, LLC

Dec 31, 22

0.00%

American Portfolios Advisors

1.15K

Sep 30, 22

+1.15K

0.01%

MUFG Americas Holdings Corp

922

Sep 30, 22

0.01%

ACG Wealth

Sep 30, 22

-1.53K

Holloway Wealth Management, LLC

3.08K

Mar 31, 22

-365

0.04%

Carroll Financial Associates, Inc.

730

Dec 31, 21

0.01%

NEXT Financial Group, Inc

Dec 31, 21

-16.16K

Hayden Royal, LLC

Dec 31, 21

-8.84K

BHF RG Capital Inc.

9.42K

Sep 30, 21

0.12%

Ameritas Investment Company, LLC

2.10K

Sep 30, 21

+725

0.03%

USCA RIA LLC

20.44K

Jun 30, 21

+1.36K

0.25%

First Allied Advisory Services, Inc.

40.84K

Sep 30, 20

-16.70K

0.50%

Lucia Wealth Services, LLC

33.24K

Sep 30, 20

-5.24K

0.41%

Advisor Group, Inc.

200.75K

Dec 31, 19

+15.36K

2.48%

LADENBURG THALMANN FINANCIAL SERVICES INC.

77.73K

Dec 31, 19

+20.83K

0.96%

BB&T SECURITIES, LLC

9.87K

Sep 30, 19

-2.27K

0.12%

SUNTRUST BANKS INC

5.01K

Sep 30, 19

+418

0.06%

HL FINANCIAL SERVICES LLC

55.34K

Mar 31, 19

-4.80K

0.68%

RELIANCE TRUST CO OF DELAWARE

22.68K

Mar 31, 19

+8.01K

0.28%

NEXT Financial Holdings

Mar 31, 19

+60

0.00%

COMERICA SECURITIES INC

7.94K

Dec 31, 18

+407

0.10%

IFC Holdings Incorporated/FL

15.51K

Dec 31, 17

-65.96K

0.19%

BB&T INVESTMENT SERVICES, INC.

363

Dec 31, 17

+363

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-7.32K

Commonwealth Equity Services, Inc

27.62K

Jun 30, 17

+66

0.34%

WFG Advisors, LP

6.08K

Jun 30, 17

-311

0.08%

Virtu KCG Holdings LLC

Jun 30, 17

-6.62K

MSI Financial Services Inc

57.30K

Dec 31, 16

+6.48K

0.71%

SOCIETE GENERALE

177.87K

Jun 30, 16

+177.87K

2.20%

VSR Financial Services, Inc.

9.85K

Jun 30, 16

-2.34K

0.12%

Aris Wealth Services, Inc.

871

Sep 30, 15

0.01%

FolioMetrix LLC

2.67K

Jun 30, 15

+2.67K

0.03%

MANAGED ACCOUNT ADVISORS LLC

201

Jun 30, 15

-714

0.00%

NEW ENGLAND SECURITIES CORP /MA/

225

Dec 31, 14

-282

0.00%

Placemark Investments, Inc.

Dec 31, 14

-7.84K

UBS AG

560.82K

Sep 30, 14

+184.97K

6.92%

STIFEL NICOLAUS & CO INC \MO\

Sep 30, 13

-17.40K

First Allied Securities, Inc.

380

Jun 30, 12

+380

0.00%