First Trust Senior Loan Fund(FTSL)

$44.90—Stale · unknown old

Chart

First Trust Senior Loan Fund(FTSL)

NASDAQ • Last print unknown ago

$44.90—Stale · unknown old

Chart Studio

FTSL(FTSL)

FTSL

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 449 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	4.92M	Jun 30, 26	+138.58K	9.56%
LPL Financial LLC	2.79M	Jun 30, 26	+268.24K	5.42%
WELLS FARGO & COMPANY/MN	1.67M	Jun 30, 26	+13.49K	3.25%
ROYAL BANK OF CANADA	1.50M	Jun 30, 26	+70.23K	2.92%
BANK OF AMERICA CORP /DE/	1.47M	Jun 30, 26	+1.64K	2.85%
One Capital Management, LLC	1.44M	Jun 30, 26	--	2.80%
RAYMOND JAMES FINANCIAL INC	1.44M	Jun 30, 26	+75.30K	2.80%
FIRST TRUST ADVISORS LP	1.30M	Jun 30, 26	+23.25K	2.52%
UBS Group AG	937.44K	Jun 30, 26	+5.71K	1.82%
ENVESTNET ASSET MANAGEMENT INC	884.01K	Jun 30, 26	+47.01K	1.72%
Modern Wealth Management, LLC	767.32K	Jun 30, 26	+767.32K	1.49%
Colony Group, LLC	669.14K	Jun 30, 26	+2.13K	1.30%
Virtue Capital Management, LLC	637.86K	Jun 30, 26	-122.47K	1.24%
WELCH & FORBES LLC	597.15K	Jun 30, 26	-34.72K	1.16%
Concurrent Investment Advisors, LLC	593.46K	Jun 30, 26	+307.20K	1.15%
TL Private Wealth	579.91K	Jun 30, 26	+41.54K	1.13%
Hikari Tsushin, Inc.	570.20K	Jun 30, 26	--	1.11%
Cyndeo Wealth Partners, LLC	469.33K	Jun 30, 26	+21.51K	0.91%
Cetera Investment Advisers	455.07K	Jun 30, 26	+18.76K	0.88%
Capital Investment Counsel, LLC	439.22K	Jun 30, 26	-4.12K	0.85%
ADVISOR GROUP HOLDINGS, INC.	378.08K	Jun 30, 26	+77.33K	0.74%
STIFEL FINANCIAL CORP	362.08K	Jun 30, 26	-10.23K	0.70%
Fairvoy Private Wealth, LLC	359.18K	Jun 30, 26	+22.67K	0.70%
HARBOR ADVISORY CORP /MA/	328.44K	Jun 30, 26	+6.44K	0.64%
NewEdge Advisors, LLC	300.79K	Jun 30, 26	+45.81K	0.58%
Cambridge Investment Research Advisors, Inc.	288.51K	Jun 30, 26	+68.44K	0.56%
CNO Financial Group, Inc.	252.00K	Jun 30, 26	--	0.49%
DAVENPORT & Co LLC	235.03K	Jun 30, 26	+39.44K	0.46%
EXCHANGE TRADED CONCEPTS, LLC	232.11K	Jun 30, 26	+16.86K	0.45%
HighTower Advisors, LLC	220.86K	Jun 30, 26	-5.04K	0.43%
Nilsine Partners, LLC	212.77K	Jun 30, 26	+6.25K	0.41%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	206.57K	Jun 30, 26	+11.00K	0.40%
Blackhawk Capital Partners LLC.	197.17K	Jun 30, 26	+150.19K	0.38%
MML INVESTORS SERVICES, LLC	195.17K	Jun 30, 26	+37.03K	0.38%
Clear Creek Financial Management, LLC	179.52K	Jun 30, 26	+26.94K	0.35%
Private Advisor Group, LLC	179.02K	Jun 30, 26	-91.04K	0.35%
CacheTech Inc.	176.01K	Jun 30, 26	+22.71K	0.34%
RPg Family Wealth Advisory, LLC	164.97K	Jun 30, 26	+3.03K	0.32%
COMMONWEALTH EQUITY SERVICES, LLC	161.88K	Jun 30, 26	-266	0.31%
Adams Wealth Management	157.44K	Jun 30, 26	+16.13K	0.31%
LAKE STREET FINANCIAL LLC	157.23K	Jun 30, 26	-2.71K	0.31%
WILEY BROS.-AINTREE CAPITAL, LLC	154.05K	Jun 30, 26	+95.58K	0.30%
Petix & Botte Co	143.21K	Jun 30, 26	+7.29K	0.28%
CoreCap Advisors, LLC	142.15K	Jun 30, 26	+141.29K	0.28%
Chicago Partners Investment Group LLC	140.89K	Jun 30, 26	+860	0.27%
Rockefeller Capital Management L.P.	138.83K	Jun 30, 26	+26.27K	0.27%
Asset Allocation & Management Company, LLC	138.67K	Jun 30, 26	+11.83K	0.27%
Fairway Financial, LLC	136.17K	Jun 30, 26	+3.84K	0.26%
Prospera Financial Services Inc	133.96K	Jun 30, 26	-594	0.26%
Vestmark Advisory Solutions, Inc.	122.46K	Jun 30, 26	+78.47K	0.24%
HARBOUR INVESTMENTS, INC.	113.69K	Jun 30, 26	+6.52K	0.22%
Kovack Advisors, Inc.	111.55K	Jun 30, 26	+7.63K	0.22%
JPMORGAN CHASE & CO	110.17K	Jun 30, 26	-41.09K	0.21%
SRS Capital Advisors, Inc.	109.44K	Jun 30, 26	+102.81K	0.21%
FIFTH THIRD SECURITIES, INC.	106.91K	Jun 30, 26	+13.63K	0.21%
SACKS & ASSOCIATES, LLC	104.91K	Jun 30, 26	+1.11K	0.20%
Mission Hills Financial Advisory, LLC	100.72K	Jun 30, 26	-55.64K	0.20%
Kestra Advisory Services, LLC	100.09K	Jun 30, 26	-3.29K	0.19%
WMS Group LLC	99.84K	Jun 30, 26	+8.86K	0.19%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	89.00K	Jun 30, 26	--	0.17%
Savant Capital, LLC	88.75K	Jun 30, 26	+88.75K	0.17%
PCG Wealth Advisors, LLC	88.72K	Jun 30, 26	-537	0.17%
New England Private Wealth Advisors LLC	87.66K	Jun 30, 26	+1.35K	0.17%
Huntleigh Advisors, Inc.	87.43K	Jun 30, 26	+1.92K	0.17%
Colorado Capital Management, Inc.	86.13K	Jun 30, 26	+3.00K	0.17%
Snowden Capital Advisors LLC	84.95K	Jun 30, 26	+3.74K	0.17%
Aurora Private Wealth, Inc.	84.10K	Jun 30, 26	-1.17K	0.16%
Resources Investment Advisors, LLC.	83.80K	Jun 30, 26	-1.40K	0.16%
Mount Yale Investment Advisors, LLC	78.61K	Jun 30, 26	+78.61K	0.15%
TRUE BLUE FINANCIAL, LLC	76.88K	Jun 30, 26	+18.17K	0.15%
Oder Investment Management, LLC	76.66K	Jun 30, 26	-309	0.15%
Private Advisory Group LLC	74.92K	Jun 30, 26	+8.94K	0.15%
Sanctuary Advisors, LLC	72.39K	Jun 30, 26	-3.97K	0.14%
Aspen Investment Management Inc	72.33K	Jun 30, 26	-870	0.14%
PARK AVENUE SECURITIES LLC	68.73K	Jun 30, 26	+4.20K	0.13%
THRYVE WEALTH MANAGEMENT LLC	67.80K	Jun 30, 26	-1.39K	0.13%
FLAGSTAR ADVISORS INC.	66.99K	Jun 30, 26	+53	0.13%
Kingsview Wealth Management, LLC	66.30K	Jun 30, 26	-270	0.13%
Flaharty Asset Management, LLC	64.94K	Jun 30, 26	-735.13K	0.13%
Valmark Advisers, Inc.	64.43K	Jun 30, 26	+4.76K	0.13%
Impact Partnership Wealth, LLC	64.21K	Jun 30, 26	+15.92K	0.12%
Harvest Investment Services, LLC	62.91K	Jun 30, 26	-3.58K	0.12%
D.A. DAVIDSON & CO.	61.41K	Jun 30, 26	+4.07K	0.12%
Trinity Legacy Partners, LLC	59.28K	Jun 30, 26	-5.48K	0.12%
RFG Advisory, LLC	56.87K	Jun 30, 26	+9.17K	0.11%
SageView Advisory Group, LLC	56.73K	Jun 30, 26	-1.04K	0.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	56.44K	Jun 30, 26	+16.75K	0.11%
First Financial Group Corp	54.13K	Jun 30, 26	-619	0.11%
GRIMES & COMPANY, INC.	53.64K	Jun 30, 26	-3.84K	0.10%
CAPTRUST FINANCIAL ADVISORS	51.03K	Jun 30, 26	-893	0.10%
Waverly Advisors, LLC	47.52K	Jun 30, 26	-397	0.09%
ASSETMARK, INC	47.30K	Jun 30, 26	+1.08K	0.09%
Garden State Investment Advisory Services LLC	46.49K	Jun 30, 26	-990	0.09%
PINNACLE ASSOCIATES LTD	46.19K	Jun 30, 26	+21.73K	0.09%
OPPENHEIMER & CO INC	45.24K	Jun 30, 26	-2.44K	0.09%
TRUIST FINANCIAL CORP	45.13K	Jun 30, 26	-25.32K	0.09%
Key Client Fiduciary Advisors, LLC	45.13K	Jun 30, 26	-12.57K	0.09%
Arete Wealth Advisors, LLC	45.07K	Jun 30, 26	+446	0.09%
TWIN PEAKS WEALTH ADVISORS, LLC	44.61K	Jun 30, 26	-1.94K	0.09%
B. Riley Wealth Advisors, Inc.	44.53K	Jun 30, 26	+6.00K	0.09%
Stenger Family Office, LLC	43.87K	Jun 30, 26	-881	0.09%
Dynamic Advisor Solutions LLC	43.64K	Jun 30, 26	+11.43K	0.08%
Ifrah Financial Services, Inc.	40.48K	Jun 30, 26	-9.06K	0.08%
MAI Capital Management	40.22K	Jun 30, 26	-1.57K	0.08%
JONES FINANCIAL COMPANIES LLLP	39.39K	Jun 30, 26	+6.83K	0.08%
Endowment Wealth Management, Inc.	39.23K	Jun 30, 26	+1.14K	0.08%
Envestnet Portfolio Solutions, Inc.	39.04K	Jun 30, 26	+690	0.08%
Presidio Capital Management, LLC	38.43K	Jun 30, 26	-216	0.07%
Mariner, LLC	38.02K	Jun 30, 26	+6.71K	0.07%
FIFTH THIRD BANCORP	37.65K	Jun 30, 26	-3.29K	0.07%
Paradigm Financial Partners, LLC	37.56K	Jun 30, 26	+898	0.07%
Wagner Wealth Management, LLC	36.73K	Jun 30, 26	-2.08K	0.07%
Janney Montgomery Scott LLC	36.51K	Jun 30, 26	+3.25K	0.07%
HBW Advisory Services LLC	36.50K	Jun 30, 26	+2.98K	0.07%
Yanni & Associates Investment Advisors, LLC	34.78K	Jun 30, 26	+732	0.07%
Murphy, Middleton, Hinkle & Parker, Inc.	34.71K	Jun 30, 26	-1.11K	0.07%
Coastwise Capital Group, LLC	34.21K	Jun 30, 26	-2.24K	0.07%
Prosperity Consulting Group, LLC	33.47K	Jun 30, 26	-2.56K	0.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	32.91K	Jun 30, 26	+3.96K	0.06%
Coppell Advisory Solutions LLC	32.80K	Jun 30, 26	+32.80K	0.06%
TD PRIVATE CLIENT WEALTH LLC	31.92K	Jun 30, 26	+2.35K	0.06%
Quad-Cities Investment Group, LLC	31.32K	Jun 30, 26	-344	0.06%
MERCER GLOBAL ADVISORS INC /ADV	29.94K	Jun 30, 26	+9.50K	0.06%
WCG Wealth Advisors LLC	29.79K	Jun 30, 26	-3.08K	0.06%
Investors Research Corp	28.62K	Jun 30, 26	-728	0.06%
Asset Allocation Strategies LLC	28.41K	Jun 30, 26	-559	0.06%
COMPASS FINANCIAL MANAGEMENT LLC	27.09K	Jun 30, 26	+27.09K	0.05%
Ausdal Financial Partners, Inc.	27.01K	Jun 30, 26	-16.08K	0.05%
Western Wealth Management, LLC	26.27K	Jun 30, 26	-66.42K	0.05%
Legacy Capital Wealth Partners, LLC	26.14K	Jun 30, 26	+1.11K	0.05%
Andina Capital Management, LLC	26.12K	Jun 30, 26	+26.12K	0.05%
Plotkin Financial Advisors, LLC	25.93K	Jun 30, 26	-454	0.05%
Legacy Wealth Managment, LLC/ID	24.99K	Jun 30, 26	-10.07K	0.05%
Geneos Wealth Management Inc.	24.91K	Jun 30, 26	-5.27K	0.05%
Koshinski Asset Management, Inc.	24.68K	Jun 30, 26	+2.51K	0.05%
SILVER OAK SECURITIES, INCORPORATED	24.22K	Jun 30, 26	+2.13K	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	24.06K	Jun 30, 26	-23.96K	0.05%
TrueWealth Advisors, LLC	23.78K	Jun 30, 26	-2.06K	0.05%
Capital Investment Advisory Services, LLC	23.72K	Jun 30, 26	+376	0.05%
WEDBUSH SECURITIES INC	23.71K	Jun 30, 26	+3.81K	0.05%
Integrity Financial Corp /WA	23.41K	Jun 30, 26	-7.50K	0.05%
Ameritas Advisory Services, LLC	23.31K	Jun 30, 26	+10.13K	0.05%
MGO ONE SEVEN LLC	22.14K	Jun 30, 26	+1.94K	0.04%
Financial Partners Group, Inc	21.84K	Jun 30, 26	--	0.04%
BKA Wealth Consulting, Inc.	21.79K	Jun 30, 26	+547	0.04%
Farther Finance Advisors, LLC	21.78K	Jun 30, 26	-1.62K	0.04%
Sandro Wealth Management LLC	21.67K	Jun 30, 26	+8	0.04%
Integrated Advisors Network LLC	20.96K	Jun 30, 26	-20.17K	0.04%
TCFG Investment Advisors, LLC	19.76K	Jun 30, 26	-2.56K	0.04%
BANK OF MONTREAL /CAN/	19.60K	Jun 30, 26	-243	0.04%
Strategic Blueprint, LLC	19.51K	Jun 30, 26	+2.00K	0.04%
Steward Partners Investment Advisory, LLC	18.94K	Jun 30, 26	-1.69K	0.04%
L & S Advisors Inc	18.61K	Jun 30, 26	+205	0.04%
PRINCIPAL SECURITIES, INC.	18.57K	Jun 30, 26	+3.97K	0.04%
PUFF WEALTH MANAGEMENT, LLC	18.52K	Jun 30, 26	+18.52K	0.04%
NewEdge Wealth, LLC	18.20K	Jun 30, 26	+66	0.04%
Advisor OS, LLC	18.03K	Jun 30, 26	+7.87K	0.04%
Wealthfront Advisers LLC	17.50K	Jun 30, 26	-1.54K	0.03%
Gladstone Institutional Advisory LLC	17.46K	Jun 30, 26	-663	0.03%
Accel Wealth Management	16.68K	Jun 30, 26	-1.93K	0.03%
Bison Wealth, LLC	16.30K	Jun 30, 26	+2.27K	0.03%
Curtis Advisory Group, LLC	15.86K	Jun 30, 26	-1.08K	0.03%
TD Waterhouse Canada Inc.	15.48K	Jun 30, 26	+31	0.03%
Simplicity Wealth,LLC	15.03K	Jun 30, 26	+5.38K	0.03%
Pinnacle Wealth Management Advisory Group, LLC	15.00K	Jun 30, 26	+9.70K	0.03%
PERRYMAN FINANCIAL ADVISORY INC /AD	14.89K	Jun 30, 26	-181	0.03%
OneAscent Wealth Management LLC	14.86K	Jun 30, 26	-5.73K	0.03%
Moors & Cabot, Inc.	14.70K	Jun 30, 26	+2.14K	0.03%
Helium Advisors LLC	14.63K	Jun 30, 26	-972	0.03%
Proactive Wealth Strategies LLC	13.86K	Jun 30, 26	+213	0.03%
Wealth Watch Advisors, INC	13.40K	Jun 30, 26	-90	0.03%
Baird Financial Group, Inc.	13.39K	Jun 30, 26	+1.74K	0.03%
PRIVATE TRUST CO NA	13.30K	Jun 30, 26	+1.55K	0.03%
Equitable Holdings, Inc.	12.66K	Jun 30, 26	-3.26K	0.02%
Advisory Services Network, LLC	12.36K	Jun 30, 26	-4.06K	0.02%
WealthCare Investment Partners, LLC	12.30K	Jun 30, 26	-465	0.02%
Buckingham Strategic Partners	12.10K	Jun 30, 26	-586	0.02%
BLUELINE ADVISORS LLC	12.10K	Jun 30, 26	-369	0.02%
NORTHWEST WEALTH MANAGEMENT, LLC	12.04K	Jun 30, 26	-586	0.02%
VisionPoint Advisory Group, LLC	11.57K	Jun 30, 26	+1.39K	0.02%
MRA Advisory Group	11.52K	Jun 30, 26	+43	0.02%
Sowell Financial Services LLC	11.50K	Jun 30, 26	-2.35K	0.02%
UBS ASSET MANAGEMENT AMERICAS INC	11.24K	Jun 30, 26	--	0.02%
Mutual Advisors, LLC	11.10K	Jun 30, 26	-4.13K	0.02%
Pine Valley Investments Ltd Liability Co	10.99K	Jun 30, 26	+343	0.02%
COZAD ASSET MANAGEMENT INC	10.95K	Jun 30, 26	-513	0.02%
PW Nova Financial Services LLC	10.73K	Jun 30, 26	-200	0.02%
Global Retirement Partners, LLC	10.59K	Jun 30, 26	+10.59K	0.02%
Capital Analysts, LLC	10.45K	Jun 30, 26	+545	0.02%
BAM Wealth Management, LLC	10.31K	Jun 30, 26	+3.29K	0.02%
Venture Visionary Partners LLC	10.19K	Jun 30, 26	--	0.02%
Perigon Wealth Management, LLC	10.09K	Jun 30, 26	+117	0.02%
Summit Financial, LLC	10.08K	Jun 30, 26	+10.08K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	9.96K	Jun 30, 26	+65	0.02%
Virtus Wealth Solutions LLC	9.85K	Jun 30, 26	+141	0.02%
American Financial Advisors, LLC	9.71K	Jun 30, 26	-1.78K	0.02%
FSB PREMIER WEALTH MANAGEMENT, INC.	9.49K	Jun 30, 26	+9.49K	0.02%
Stratos Wealth Partners, LTD.	9.46K	Jun 30, 26	+149	0.02%
Beaton Management Co. Inc.	9.45K	Jun 30, 26	--	0.02%
Spire Wealth Management	9.38K	Jun 30, 26	-5.87K	0.02%
J.W. COLE ADVISORS, INC.	9.38K	Jun 30, 26	+9.38K	0.02%
Octavia Wealth Advisors, LLC	9.27K	Jun 30, 26	-1.48K	0.02%
Morey & Quinn Wealth Partners, LLC	9.24K	Jun 30, 26	-23	0.02%
Atria Investments, Inc	9.21K	Jun 30, 26	+1.69K	0.02%
Betterment LLC	9.16K	Jun 30, 26	-240	0.02%
Sigma Planning Corp	8.87K	Jun 30, 26	-50	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	8.73K	Jun 30, 26	-536	0.02%
Hilltop Holdings Inc.	8.46K	Jun 30, 26	-263	0.02%
Global Assets Advisory, LLC	8.45K	Jun 30, 26	+8.45K	0.02%
BRIGHTON JONES LLC	8.39K	Jun 30, 26	+1.84K	0.02%
WBI INVESTMENTS, INC.	8.38K	Jun 30, 26	-712	0.02%
Providence First Trust Co	8.03K	Jun 30, 26	+8.03K	0.02%
Apollon Wealth Management, LLC	8.00K	Jun 30, 26	-1.50K	0.02%
RVW Wealth, LLC	7.59K	Jun 30, 26	-1.07K	0.01%
Integrated Wealth Concepts LLC	7.49K	Jun 30, 26	+1.37K	0.01%
Tower Research Capital LLC (TRC)	7.41K	Jun 30, 26	+7.41K	0.01%
BENJAMIN EDWARDS INC	7.14K	Jun 30, 26	+454	0.01%
Meridian Wealth Management, LLC	7.12K	Jun 30, 26	+7.12K	0.01%
Arkadios Wealth Advisors	7.03K	Jun 30, 26	-36.03K	0.01%
Argent Trust Co	7.00K	Jun 30, 26	--	0.01%
Jacobi Capital Management LLC	6.90K	Jun 30, 26	-429	0.01%
AE Wealth Management LLC	6.79K	Jun 30, 26	-1.99K	0.01%
IFP Advisors, Inc	6.77K	Jun 30, 26	-15.96K	0.01%
Pensionmark Financial Group, LLC	6.65K	Jun 30, 26	+6.65K	0.01%
COLUMBIA ADVISORY PARTNERS LLC	6.22K	Jun 30, 26	+32	0.01%
Creative Planning	6.04K	Jun 30, 26	-1.13K	0.01%
Castleview Partners, LLC	5.85K	Jun 30, 26	-11	0.01%
ZACKS INVESTMENT MANAGEMENT	5.83K	Jun 30, 26	-497	0.01%
Perissos Private Wealth Management, LLC	5.60K	Jun 30, 26	+2	0.01%
Kinetic Wealth Investment Advisors LLC	5.55K	Jun 30, 26	+5.55K	0.01%
Purus Wealth Management, LLC	5.48K	Jun 30, 26	-1.32K	0.01%
RHODES INVESTMENT ADVISORS INC /ADV	5.47K	Jun 30, 26	-125	0.01%
Icon Wealth Advisors, LLC	5.45K	Jun 30, 26	+84	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	5.43K	Jun 30, 26	+5	0.01%
Mayflower Financial Advisors, LLC	5.40K	Jun 30, 26	-5.97K	0.01%
STEPHENS INC /AR/	5.32K	Jun 30, 26	+325	0.01%
NATIONAL BANK OF CANADA /FI/	5.28K	Jun 30, 26	+855	0.01%
IFG Advisory, LLC	5.26K	Jun 30, 26	+5.21K	0.01%
Gateway Wealth Partners, LLC	5.07K	Jun 30, 26	-5.04K	0.01%
PVG ASSET MANAGEMENT CORP	5.04K	Jun 30, 26	-425	0.01%
IVC Wealth Advisors LLC	5.01K	Jun 30, 26	-507	0.01%
Brookstone Capital Management	4.97K	Jun 30, 26	+4.97K	0.01%
Keel Point, LLC	4.88K	Jun 30, 26	-24	0.01%
Global View Capital Management LLC	4.71K	Jun 30, 26	+4.71K	0.01%
Southland Equity Partners LLC	4.70K	Jun 30, 26	-117	0.01%
IHT Wealth Management, LLC	4.68K	Jun 30, 26	-21	0.01%
McAdam, LLC	4.65K	Jun 30, 26	-237	0.01%
Glass Jacobson Investment Advisors llc	4.62K	Jun 30, 26	-540	0.01%
PKS Advisory Services, LLC	4.61K	Jun 30, 26	-2.66K	0.01%
RICHARDSON FINANCIAL SERVICES INC.	4.48K	Jun 30, 26	--	0.01%
Qube Research & Technologies Ltd	4.03K	Jun 30, 26	+656	0.01%
NBC SECURITIES, INC.	3.32K	Jun 30, 26	+22	0.01%
CONSULTIVA WEALTH MANAGEMENT, CORP.	2.92K	Jun 30, 26	+743	0.01%
Topsail Wealth Management, LLC	2.83K	Jun 30, 26	+625	0.01%
Register Financial Advisors LLC	2.80K	Jun 30, 26	+35	0.01%
Roxbury Financial LLC	2.55K	Jun 30, 26	+805	0.00%
MPWM ADVISORY SOLUTIONS, LLC	2.01K	Jun 30, 26	--	0.00%
US BANCORP \DE\	1.97K	Jun 30, 26	-2.19K	0.00%
TUCKER ASSET MANAGEMENT LLC	1.84K	Jun 30, 26	+1.75K	0.00%
Financial Network Wealth Advisors LLC	1.32K	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	1.15K	Jun 30, 26	+1.15K	0.00%
Pinnacle Bancorp, Inc.	1.09K	Jun 30, 26	--	0.00%
Plante Moran Financial Advisors, LLC	1.05K	Jun 30, 26	--	0.00%
Archer Investment Corp	1.00K	Jun 30, 26	--	0.00%
CX Institutional	892	Jun 30, 26	-417	0.00%
Triumph Capital Management	788	Jun 30, 26	--	0.00%
Raleigh Capital Management Inc.	670	Jun 30, 26	+10	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	670	Jun 30, 26	-282	0.00%
Sachetta, LLC	632	Jun 30, 26	+3	0.00%
FIDUCIARY FINANCIAL ADVISORS	627	Jun 30, 26	+627	0.00%
Continuum Advisory, LLC	616	Jun 30, 26	+616	0.00%
Larson Financial Group LLC	600	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	545	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	401	Jun 30, 26	+133	0.00%
NBT BANK N A /NY	400	Jun 30, 26	-4.76K	0.00%
Smartleaf Asset Management LLC	376	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	361	Jun 30, 26	--	0.00%
Rossby Financial, LCC	324	Jun 30, 26	+49	0.00%
Medallion Wealth Advisors, LLC	315	Jun 30, 26	--	0.00%
BlackRock, Inc.	310	Jun 30, 26	-55	0.00%
FMR LLC	303	Jun 30, 26	+303	0.00%
Millstone Evans Group, LLC	276	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	272	Jun 30, 26	+4	0.00%
BLAIR WILLIAM & CO/IL	268	Jun 30, 26	+3	0.00%
Hughes Financial Services, LLC	240	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	225	Jun 30, 26	--	0.00%
IMG Wealth Management, Inc.	201	Jun 30, 26	--	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	167	Jun 30, 26	+167	0.00%
WOLFF WIESE MAGANA LLC	165	Jun 30, 26	+3	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	146	Jun 30, 26	+3	0.00%
Founders Financial Alliance, LLC	125	Jun 30, 26	--	0.00%
Synergy Investment Management, LLC	112	Jun 30, 26	--	0.00%
SBI Securities Co., Ltd.	109	Jun 30, 26	-160	0.00%
Pacifica Partners Inc.	96	Jun 30, 26	--	0.00%
Caitlin John, LLC	69	Jun 30, 26	--	0.00%
Mascoma Wealth Management LLC	60	Jun 30, 26	+60	0.00%
DHJJ Financial Advisors, Ltd.	44	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	34	Jun 30, 26	+25	0.00%
Key Capital Management, INC	19	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	16	Jun 30, 26	+16	0.00%
Mosley Wealth Management	15	Jun 30, 26	--	0.00%
Lloyd Advisory Services, LLC.	7	Jun 30, 26	+7	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
Coastal Investment Advisors, Inc.	--	Jun 30, 26	-7.12K	--
CULLEN/FROST BANKERS, INC.	--	Jun 30, 26	-80	--
WINEBRENNER CAPITAL MANAGEMENT LLC	--	Jun 30, 26	-5.84K	--
KINGSWOOD WEALTH ADVISORS, LLC	--	Jun 30, 26	-4.82K	--
TopTier Wealth Management, LLC	--	Jun 30, 26	-101	--
GKV Capital Management Co., Inc.	--	Jun 30, 26	-17	--
Activest Wealth Management	--	Jun 30, 26	-2.60K	--
AdvisorNet Financial, Inc	--	Jun 30, 26	-986	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-267	--
Concorde Asset Management, LLC	--	Jun 30, 26	-73.17K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-1.88K	--
Independent Advisor Alliance	--	Jun 30, 26	-99.56K	--
Reyes Financial Architecture, Inc.	--	Jun 30, 26	-170	--
Allworth Financial LP	--	Jun 30, 26	-250	--
Clayton Financial Group LLC	--	Jun 30, 26	-366	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-3.51K	--
BNP PARIBAS ARBITRAGE, SNC	--	Jun 30, 26	-1.78K	--
ShoreHaven Wealth Partners, LLC	--	Jun 30, 26	-23.19K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.03K	--
Family Legacy, Inc.	--	Jun 30, 26	-4.69K	--
Triad Wealth Partners, LLC	--	Jun 30, 26	-6.64K	--
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	--	Jun 30, 26	-167.06K	--
Pacific Excel Wealth Advisors, Inc.	--	Jun 30, 26	-4.53K	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Jun 30, 26	-7.78K	--
TSFG, LLC	--	Jun 30, 26	-140	--
Berger Financial Group, Inc	--	Jun 30, 26	-4.65K	--
CWM, LLC	226.91K	Mar 31, 26	-85.25K	0.44%
U.S. Capital Wealth Advisors, LLC	87.65K	Mar 31, 26	-29.22K	0.17%
EXENCIAL WEALTH ADVISORS, LLC	84.70K	Mar 31, 26	+3.35K	0.16%
TCFG WEALTH MANAGEMENT, LLC	22.32K	Mar 31, 26	-595	0.04%
Jaffetilchin Investment Partners, LLC	14.79K	Mar 31, 26	+2.41K	0.03%
MILLINGTON SECURITIES, INC.	9.10K	Mar 31, 26	+9.10K	0.02%
Sunbelt Securities, Inc.	3.63K	Mar 31, 26	--	0.01%
Anfield Capital Management, LLC	3.42K	Mar 31, 26	--	0.01%
Financial Gravity Asset Management, Inc.	108	Mar 31, 26	-143	0.00%
COMERICA BANK	41.52K	Dec 31, 25	+3.54K	0.08%
Alpha Cubed Investments, LLC	10.15K	Dec 31, 25	+165	0.02%
CIBC Private Wealth Group, LLC	35	Dec 31, 25	+35	0.00%
New Millennium Group LLC	15	Dec 31, 25	-1	0.00%
Strive Asset Management, LLC	72.00K	Sep 30, 25	+3.19K	0.14%
Bullseye Investment Management, LLC	55.15K	Sep 30, 25	--	0.11%
Lion Street Advisors, LLC	24.53K	Sep 30, 25	+24.53K	0.05%
Moloney Securities Asset Management, LLC	18.96K	Sep 30, 25	-25.05K	0.04%
FULLCIRCLE WEALTH LLC	10.19K	Sep 30, 25	+46	0.02%
Sheets Smith Investment Management	6.03K	Sep 30, 25	+6.03K	0.01%
Abich Financial Wealth Management LLC	346	Sep 30, 25	+346	0.00%
AllSquare Wealth Management LLC	48	Sep 30, 25	--	0.00%
DHK Financial Advisors, Inc.	100.98K	Jun 30, 25	+44.60K	0.20%
AVANTAX ADVISORY SERVICES, INC.	43.78K	Jun 30, 25	-35.21K	0.09%
Legacy Investment Solutions, LLC	35.87K	Jun 30, 25	+35.87K	0.07%
Congress Wealth Management LLC / DE /	21.88K	Jun 30, 25	-118	0.04%
SUMMIT INVESTMENT ADVISORS, INC.	19.87K	Jun 30, 25	+2.16K	0.04%
My Legacy Advisors, LLC	18.45K	Jun 30, 25	-161	0.04%
Atria Wealth Solutions, Inc.	17.27K	Jun 30, 25	-20.02K	0.03%
TFG Advisers LLC	16.31K	Jun 30, 25	+86	0.03%
First Horizon Advisors, Inc.	404	Jun 30, 25	+6	0.00%
Delta Financial Group, Inc.	7.61K	Mar 31, 25	--	0.01%
Sandy Spring Bank	--	Mar 31, 25	-39	--
Private Portfolio Partners LLC	50.06K	Dec 31, 24	+3.85K	0.10%
Gray Wealth Management Inc.	7.83K	Dec 31, 24	+846	0.02%
Householder Group Estate & Retirement Specialist, LLC	2.06K	Dec 31, 24	+34	0.00%
WR Wealth Planners, LLC	1.21K	Dec 31, 24	+21	0.00%
AlphaMark Advisors, LLC	515	Dec 31, 24	+515	0.00%
WINTRUST INVESTMENTS LLC	--	Dec 31, 24	-788	--
TAP Consulting, LLC	--	Dec 31, 24	-22.46K	--
Raymond James Financial Services Advisors, Inc.	955.96K	Sep 30, 24	+36.03K	1.86%
RAYMOND JAMES & ASSOCIATES	475.89K	Sep 30, 24	-43.33K	0.93%
RAYMOND JAMES TRUST N.A.	10.05K	Sep 30, 24	-2.08K	0.02%
Hyperion Partners, LLC	4.90K	Sep 30, 24	+68	0.01%
Peterson Financial Group, Inc.	2.13K	Sep 30, 24	+2.13K	0.00%
FinTrust Capital Advisors, LLC	314	Sep 30, 24	--	0.00%
Relative Value Partners Group, LLC	135.93K	Jun 30, 24	+135.93K	0.26%
BENJAMIN F. EDWARDS & COMPANY, INC.	15.36K	Jun 30, 24	+9.32K	0.03%
ICA Group Wealth Management, LLC	11.52K	Jun 30, 24	-21.17K	0.02%
BlackRock Inc.	1.56K	Jun 30, 24	+1.56K	0.00%
Cetera Advisor Networks LLC	149.21K	Mar 31, 24	-51	0.29%
Cetera Advisors LLC	128.03K	Mar 31, 24	+47.09K	0.25%
Coppell Advisory Solutions Corp.	100.01K	Mar 31, 24	+100.01K	0.19%
Eudaimonia Partners, LLC	31.44K	Mar 31, 24	+31.44K	0.06%
Retirement Group, LLC	21.70K	Mar 31, 24	+31	0.04%
EUDAIMONIA ADVISORS LLC	18.29K	Mar 31, 24	+18.29K	0.04%
TELEMUS CAPITAL, LLC	450.22K	Dec 31, 23	+18.26K	0.88%
StrategIQ Financial Group, LLC	37.03K	Dec 31, 23	+3.48K	0.07%
LWS Wealth Advisors, Inc.	4.60K	Dec 31, 23	+4.60K	0.01%
PROVENCE WEALTH MANAGEMENT GROUP	2.70K	Dec 31, 23	--	0.01%
Bartlett & Co. LLC	545	Dec 31, 23	--	0.00%
Baystate Wealth Management LLC	--	Dec 31, 23	-13	--
Truadvice, LLC	4.66K	Sep 30, 23	-5.97K	0.01%
COMERICA SECURITIES,INC.	--	Sep 30, 23	-6.24K	--
Quantitative Advantage, LLC	22.98K	Mar 31, 23	+8.13K	0.04%
Laurel Wealth Advisors, Inc.	11.17K	Dec 31, 22	-3.34K	0.02%
Bickling Financial Services, Inc.	5.79K	Dec 31, 22	+93	0.01%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	46.54K	Sep 30, 22	-1.18K	0.09%
American Portfolios Advisors	13.14K	Sep 30, 22	+13.14K	0.03%
Beaumont Financial Partners, LLC	9.19K	Sep 30, 22	--	0.02%
B. Riley Wealth Management, Inc.	20.66K	Jun 30, 22	+1.47K	0.04%
BREITER CAPITAL MANAGEMENT INC	27.22K	Mar 31, 22	+13.20K	0.05%
Winfield Associates, Inc.	12.46K	Mar 31, 22	+1.00K	0.02%
Holloway Wealth Management, LLC	3.59K	Mar 31, 22	-24.85K	0.01%
KINGS POINT CAPITAL MANAGEMENT	979	Mar 31, 22	--	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-8.26K	--
Ameritas Investment Company, LLC	10.16K	Sep 30, 21	+1.76K	0.02%
Newport Wealth Strategies, Inc.	5.12K	Sep 30, 21	--	0.01%
USCA RIA LLC	28.68K	Jun 30, 21	-1.55K	0.06%
Pinnacle Advisory Group, Inc.	15.82K	Mar 31, 21	+7.47K	0.03%
Winslow, Evans & Crocker, Inc.	37.73K	Dec 31, 20	+3.65K	0.07%
First Allied Advisory Services, Inc.	36.42K	Sep 30, 20	-10.81K	0.07%
SMITH CAPITAL MANAGEMENT INC /AR/ADV	17.25K	Sep 30, 20	-1.08K	0.03%
Global Financial Private Capital, Inc	62.35K	Jun 30, 20	-384.70K	0.12%
ACCURATE INVESTMENT SOLUTIONS, INC.	341	Mar 31, 20	+341	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	137.26K	Dec 31, 19	-43.74K	0.27%
Advisor Group, Inc.	128.36K	Dec 31, 19	+2.83K	0.25%
CAPITAL ONE, NATIONAL ASSOCIATION	15.89K	Dec 31, 19	+15.89K	0.03%
BB&T SECURITIES, LLC	57.70K	Sep 30, 19	-30.73K	0.11%
Flinton Capital Management LLC	50.08K	Sep 30, 19	--	0.10%
Tyers Asset Management LLC	41.24K	Sep 30, 19	--	0.08%
RIVERHEAD CAPITAL MANAGEMENT LLC	36.80K	Sep 30, 19	--	0.07%
Neuburgh Advisers LLC	32.41K	Sep 30, 19	--	0.06%
Meadow Creek Investment Management LLC	23.57K	Sep 30, 19	--	0.05%
Shamrock Asset Management LLC	18.07K	Sep 30, 19	-1.43K	0.04%
SUNTRUST BANKS INC	13.04K	Sep 30, 19	+238	0.03%
AVIANCE CAPITAL MANAGEMENT, LLC	167.90K	Mar 31, 19	-17.80K	0.33%
RELIANCE TRUST CO OF DELAWARE	27.47K	Mar 31, 19	+4.75K	0.05%
HL FINANCIAL SERVICES LLC	21.08K	Mar 31, 19	-187	0.04%
NEXT Financial Holdings	2.63K	Mar 31, 19	+2.63K	0.01%
Weatherstone Capital Management	--	Mar 31, 19	-8.77K	--
Questar Asset Management, Inc.	7.10K	Dec 31, 18	+7.10K	0.01%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	5.60K	Sep 30, 18	+300	0.01%
SII INVESTMENTS INC/WI	98.51K	Dec 31, 17	+27.64K	0.19%
IFC Holdings Incorporated/FL	61.58K	Dec 31, 17	-13.83K	0.12%
BB&T INVESTMENT SERVICES, INC.	5.51K	Dec 31, 17	+1.50K	0.01%
NATIONAL PLANNING CORP	--	Dec 31, 17	-21.79K	--
Commonwealth Equity Services, Inc	44.25K	Jun 30, 17	+15.01K	0.09%
WFG Advisors, LP	3.48K	Jun 30, 17	-140	0.01%
FIRST FINANCIAL EQUITY CORPORATION	6.46K	Mar 31, 17	+6.46K	0.01%
MSI Financial Services Inc	108.54K	Dec 31, 16	+65.76K	0.21%
VSR Financial Services, Inc.	5.62K	Jun 30, 16	-16.32K	0.01%
Strategic Capital Alternatives LLC	5.89K	Mar 31, 16	+5.89K	0.01%
Fusion Investment Group, LLC	4.46K	Dec 31, 15	+4.46K	0.01%
MANAGED ACCOUNT ADVISORS LLC	734	Jun 30, 15	--	0.00%
Placemark Investments, Inc.	--	Dec 31, 14	-14.57K	--
NEW ENGLAND SECURITIES CORP /MA/	--	Dec 31, 14	-690	--
UBS AG	103.46K	Sep 30, 14	-13.00K	0.20%
Strategic Capital Group LLC	86.36K	Jun 30, 14	+86.36K	0.17%
Jane Street Holding, LLC	34.75K	Dec 31, 13	+34.75K	0.07%
STIFEL NICOLAUS & CO INC \MO\	32.64K	Sep 30, 13	+32.64K	0.06%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

MORGAN STANLEY

4.92M

Jun 30, 26

+138.58K

9.56%

LPL Financial LLC

2.79M

Jun 30, 26

+268.24K

5.42%

WELLS FARGO & COMPANY/MN

1.67M

Jun 30, 26

+13.49K

3.25%

ROYAL BANK OF CANADA

1.50M

Jun 30, 26

+70.23K

2.92%

BANK OF AMERICA CORP /DE/

1.47M

Jun 30, 26

+1.64K

2.85%

One Capital Management, LLC

1.44M

Jun 30, 26

2.80%

RAYMOND JAMES FINANCIAL INC

1.44M

Jun 30, 26

+75.30K

2.80%

FIRST TRUST ADVISORS LP

1.30M

Jun 30, 26

+23.25K

2.52%

UBS Group AG

937.44K

Jun 30, 26

+5.71K

1.82%

ENVESTNET ASSET MANAGEMENT INC

884.01K

Jun 30, 26

+47.01K

1.72%

Modern Wealth Management, LLC

767.32K

Jun 30, 26

+767.32K

1.49%

Colony Group, LLC

669.14K

Jun 30, 26

+2.13K

1.30%

Virtue Capital Management, LLC

637.86K

Jun 30, 26

-122.47K

1.24%

WELCH & FORBES LLC

597.15K

Jun 30, 26

-34.72K

1.16%

Concurrent Investment Advisors, LLC

593.46K

Jun 30, 26

+307.20K

1.15%

TL Private Wealth

579.91K

Jun 30, 26

+41.54K

1.13%

Hikari Tsushin, Inc.

570.20K

Jun 30, 26

1.11%

Cyndeo Wealth Partners, LLC

469.33K

Jun 30, 26

+21.51K

0.91%

Cetera Investment Advisers

455.07K

Jun 30, 26

+18.76K

0.88%

Capital Investment Counsel, LLC

439.22K

Jun 30, 26

-4.12K

0.85%

ADVISOR GROUP HOLDINGS, INC.

378.08K

Jun 30, 26

+77.33K

0.74%

STIFEL FINANCIAL CORP

362.08K

Jun 30, 26

-10.23K

0.70%

Fairvoy Private Wealth, LLC

359.18K

Jun 30, 26

+22.67K

0.70%

HARBOR ADVISORY CORP /MA/

328.44K

Jun 30, 26

+6.44K

0.64%

NewEdge Advisors, LLC

300.79K

Jun 30, 26

+45.81K

0.58%

Cambridge Investment Research Advisors, Inc.

288.51K

Jun 30, 26

+68.44K

0.56%

CNO Financial Group, Inc.

252.00K

Jun 30, 26

0.49%

DAVENPORT & Co LLC

235.03K

Jun 30, 26

+39.44K

0.46%

EXCHANGE TRADED CONCEPTS, LLC

232.11K

Jun 30, 26

+16.86K

0.45%

HighTower Advisors, LLC

220.86K

Jun 30, 26

-5.04K

0.43%

Nilsine Partners, LLC

212.77K

Jun 30, 26

+6.25K

0.41%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

206.57K

Jun 30, 26

+11.00K

0.40%

Blackhawk Capital Partners LLC.

197.17K

Jun 30, 26

+150.19K

0.38%

MML INVESTORS SERVICES, LLC

195.17K

Jun 30, 26

+37.03K

0.38%

Clear Creek Financial Management, LLC

179.52K

Jun 30, 26

+26.94K

0.35%

Private Advisor Group, LLC

179.02K

Jun 30, 26

-91.04K

0.35%

CacheTech Inc.

176.01K

Jun 30, 26

+22.71K

0.34%

RPg Family Wealth Advisory, LLC

164.97K

Jun 30, 26

+3.03K

0.32%

COMMONWEALTH EQUITY SERVICES, LLC

161.88K

Jun 30, 26

-266

0.31%

Adams Wealth Management

157.44K

Jun 30, 26

+16.13K

0.31%

LAKE STREET FINANCIAL LLC

157.23K

Jun 30, 26

-2.71K

0.31%

WILEY BROS.-AINTREE CAPITAL, LLC

154.05K

Jun 30, 26

+95.58K

0.30%

Petix & Botte Co

143.21K

Jun 30, 26

+7.29K

0.28%

CoreCap Advisors, LLC

142.15K

Jun 30, 26

+141.29K

0.28%

Chicago Partners Investment Group LLC

140.89K

Jun 30, 26

+860

0.27%

Rockefeller Capital Management L.P.

138.83K

Jun 30, 26

+26.27K

0.27%

Asset Allocation & Management Company, LLC

138.67K

Jun 30, 26

+11.83K

0.27%

Fairway Financial, LLC

136.17K

Jun 30, 26

+3.84K

0.26%

Prospera Financial Services Inc

133.96K

Jun 30, 26

-594

0.26%

Vestmark Advisory Solutions, Inc.

122.46K

Jun 30, 26

+78.47K

0.24%

HARBOUR INVESTMENTS, INC.

113.69K

Jun 30, 26

+6.52K

0.22%

Kovack Advisors, Inc.

111.55K

Jun 30, 26

+7.63K

0.22%

JPMORGAN CHASE & CO

110.17K

Jun 30, 26

-41.09K

0.21%

SRS Capital Advisors, Inc.

109.44K

Jun 30, 26

+102.81K

0.21%

FIFTH THIRD SECURITIES, INC.

106.91K

Jun 30, 26

+13.63K

0.21%

SACKS & ASSOCIATES, LLC

104.91K

Jun 30, 26

+1.11K

0.20%

Mission Hills Financial Advisory, LLC

100.72K

Jun 30, 26

-55.64K

0.20%

Kestra Advisory Services, LLC

100.09K

Jun 30, 26

-3.29K

0.19%

WMS Group LLC

99.84K

Jun 30, 26

+8.86K

0.19%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

89.00K

Jun 30, 26

0.17%

Savant Capital, LLC

88.75K

Jun 30, 26

+88.75K

0.17%

PCG Wealth Advisors, LLC

88.72K

Jun 30, 26

-537

0.17%

New England Private Wealth Advisors LLC

87.66K

Jun 30, 26

+1.35K

0.17%

Huntleigh Advisors, Inc.

87.43K

Jun 30, 26

+1.92K

0.17%

Colorado Capital Management, Inc.

86.13K

Jun 30, 26

+3.00K

0.17%

Snowden Capital Advisors LLC

84.95K

Jun 30, 26

+3.74K

0.17%

Aurora Private Wealth, Inc.

84.10K

Jun 30, 26

-1.17K

0.16%

Resources Investment Advisors, LLC.

83.80K

Jun 30, 26

-1.40K

0.16%

Mount Yale Investment Advisors, LLC

78.61K

Jun 30, 26

+78.61K

0.15%

TRUE BLUE FINANCIAL, LLC

76.88K

Jun 30, 26

+18.17K

0.15%

Oder Investment Management, LLC

76.66K

Jun 30, 26

-309

0.15%

Private Advisory Group LLC

74.92K

Jun 30, 26

+8.94K

0.15%

Sanctuary Advisors, LLC

72.39K

Jun 30, 26

-3.97K

0.14%

Aspen Investment Management Inc

72.33K

Jun 30, 26

-870

0.14%

PARK AVENUE SECURITIES LLC

68.73K

Jun 30, 26

+4.20K

0.13%

THRYVE WEALTH MANAGEMENT LLC

67.80K

Jun 30, 26

-1.39K

0.13%

FLAGSTAR ADVISORS INC.

66.99K

Jun 30, 26

+53

0.13%

Kingsview Wealth Management, LLC

66.30K

Jun 30, 26

-270

0.13%

Flaharty Asset Management, LLC

64.94K

Jun 30, 26

-735.13K

0.13%

Valmark Advisers, Inc.

64.43K

Jun 30, 26

+4.76K

0.13%

Impact Partnership Wealth, LLC

64.21K

Jun 30, 26

+15.92K

0.12%

Harvest Investment Services, LLC

62.91K

Jun 30, 26

-3.58K

0.12%

D.A. DAVIDSON & CO.

61.41K

Jun 30, 26

+4.07K

0.12%

Trinity Legacy Partners, LLC

59.28K

Jun 30, 26

-5.48K

0.12%

RFG Advisory, LLC

56.87K

Jun 30, 26

+9.17K

0.11%

SageView Advisory Group, LLC

56.73K

Jun 30, 26

-1.04K

0.11%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

56.44K

Jun 30, 26

+16.75K

0.11%

First Financial Group Corp

54.13K

Jun 30, 26

-619

0.11%

GRIMES & COMPANY, INC.

53.64K

Jun 30, 26

-3.84K

0.10%

CAPTRUST FINANCIAL ADVISORS

51.03K

Jun 30, 26

-893

0.10%

Waverly Advisors, LLC

47.52K

Jun 30, 26

-397

0.09%

ASSETMARK, INC

47.30K

Jun 30, 26

+1.08K

0.09%

Garden State Investment Advisory Services LLC

46.49K

Jun 30, 26

-990

0.09%

PINNACLE ASSOCIATES LTD

46.19K

Jun 30, 26

+21.73K

0.09%

OPPENHEIMER & CO INC

45.24K

Jun 30, 26

-2.44K

0.09%

TRUIST FINANCIAL CORP

45.13K

Jun 30, 26

-25.32K

0.09%

Key Client Fiduciary Advisors, LLC

45.13K

Jun 30, 26

-12.57K

0.09%

Arete Wealth Advisors, LLC

45.07K

Jun 30, 26

+446

0.09%

TWIN PEAKS WEALTH ADVISORS, LLC

44.61K

Jun 30, 26

-1.94K

0.09%

B. Riley Wealth Advisors, Inc.

44.53K

Jun 30, 26

+6.00K

0.09%

Stenger Family Office, LLC

43.87K

Jun 30, 26

-881

0.09%

Dynamic Advisor Solutions LLC

43.64K

Jun 30, 26

+11.43K

0.08%

Ifrah Financial Services, Inc.

40.48K

Jun 30, 26

-9.06K

0.08%

MAI Capital Management

40.22K

Jun 30, 26

-1.57K

0.08%

JONES FINANCIAL COMPANIES LLLP

39.39K

Jun 30, 26

+6.83K

0.08%

Endowment Wealth Management, Inc.

39.23K

Jun 30, 26

+1.14K

0.08%

Envestnet Portfolio Solutions, Inc.

39.04K

Jun 30, 26

+690

0.08%

Presidio Capital Management, LLC

38.43K

Jun 30, 26

-216

0.07%

Mariner, LLC

38.02K

Jun 30, 26

+6.71K

0.07%

FIFTH THIRD BANCORP

37.65K

Jun 30, 26

-3.29K

0.07%

Paradigm Financial Partners, LLC

37.56K

Jun 30, 26

+898

0.07%

Wagner Wealth Management, LLC

36.73K

Jun 30, 26

-2.08K

0.07%

Janney Montgomery Scott LLC

36.51K

Jun 30, 26

+3.25K

0.07%

HBW Advisory Services LLC

36.50K

Jun 30, 26

+2.98K

0.07%

Yanni & Associates Investment Advisors, LLC

34.78K

Jun 30, 26

+732

0.07%

Murphy, Middleton, Hinkle & Parker, Inc.

34.71K

Jun 30, 26

-1.11K

0.07%

Coastwise Capital Group, LLC

34.21K

Jun 30, 26

-2.24K

0.07%

Prosperity Consulting Group, LLC

33.47K

Jun 30, 26

-2.56K

0.07%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

32.91K

Jun 30, 26

+3.96K

0.06%

Coppell Advisory Solutions LLC

32.80K

Jun 30, 26

+32.80K

0.06%

TD PRIVATE CLIENT WEALTH LLC

31.92K

Jun 30, 26

+2.35K

0.06%

Quad-Cities Investment Group, LLC

31.32K

Jun 30, 26

-344

0.06%

MERCER GLOBAL ADVISORS INC /ADV

29.94K

Jun 30, 26

+9.50K

0.06%

WCG Wealth Advisors LLC

29.79K

Jun 30, 26

-3.08K

0.06%

Investors Research Corp

28.62K

Jun 30, 26

-728

0.06%

Asset Allocation Strategies LLC

28.41K

Jun 30, 26

-559

0.06%

COMPASS FINANCIAL MANAGEMENT LLC

27.09K

Jun 30, 26

+27.09K

0.05%

Ausdal Financial Partners, Inc.

27.01K

Jun 30, 26

-16.08K

0.05%

Western Wealth Management, LLC

26.27K

Jun 30, 26

-66.42K

0.05%

Legacy Capital Wealth Partners, LLC

26.14K

Jun 30, 26

+1.11K

0.05%

Andina Capital Management, LLC

26.12K

Jun 30, 26

+26.12K

0.05%

Plotkin Financial Advisors, LLC

25.93K

Jun 30, 26

-454

0.05%

Legacy Wealth Managment, LLC/ID

24.99K

Jun 30, 26

-10.07K

0.05%

Geneos Wealth Management Inc.

24.91K

Jun 30, 26

-5.27K

0.05%

Koshinski Asset Management, Inc.

24.68K

Jun 30, 26

+2.51K

0.05%

SILVER OAK SECURITIES, INCORPORATED

24.22K

Jun 30, 26

+2.13K

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

24.06K

Jun 30, 26

-23.96K

0.05%

TrueWealth Advisors, LLC

23.78K

Jun 30, 26

-2.06K

0.05%

Capital Investment Advisory Services, LLC

23.72K

Jun 30, 26

+376

0.05%

WEDBUSH SECURITIES INC

23.71K

Jun 30, 26

+3.81K

0.05%

Integrity Financial Corp /WA

23.41K

Jun 30, 26

-7.50K

0.05%

Ameritas Advisory Services, LLC

23.31K

Jun 30, 26

+10.13K

0.05%

MGO ONE SEVEN LLC

22.14K

Jun 30, 26

+1.94K

0.04%

Financial Partners Group, Inc

21.84K

Jun 30, 26

0.04%

BKA Wealth Consulting, Inc.

21.79K

Jun 30, 26

+547

0.04%

Farther Finance Advisors, LLC

21.78K

Jun 30, 26

-1.62K

0.04%

Sandro Wealth Management LLC

21.67K

Jun 30, 26

0.04%

Integrated Advisors Network LLC

20.96K

Jun 30, 26

-20.17K

0.04%

TCFG Investment Advisors, LLC

19.76K

Jun 30, 26

-2.56K

0.04%

BANK OF MONTREAL /CAN/

19.60K

Jun 30, 26

-243

0.04%

Strategic Blueprint, LLC

19.51K

Jun 30, 26

+2.00K

0.04%

Steward Partners Investment Advisory, LLC

18.94K

Jun 30, 26

-1.69K

0.04%

L & S Advisors Inc

18.61K

Jun 30, 26

+205

0.04%

PRINCIPAL SECURITIES, INC.

18.57K

Jun 30, 26

+3.97K

0.04%

PUFF WEALTH MANAGEMENT, LLC

18.52K

Jun 30, 26

+18.52K

0.04%

NewEdge Wealth, LLC

18.20K

Jun 30, 26

+66

0.04%

Advisor OS, LLC

18.03K

Jun 30, 26

+7.87K

0.04%

Wealthfront Advisers LLC

17.50K

Jun 30, 26

-1.54K

0.03%

Gladstone Institutional Advisory LLC

17.46K

Jun 30, 26

-663

0.03%

Accel Wealth Management

16.68K

Jun 30, 26

-1.93K

0.03%

Bison Wealth, LLC

16.30K

Jun 30, 26

+2.27K

0.03%

Curtis Advisory Group, LLC

15.86K

Jun 30, 26

-1.08K

0.03%

TD Waterhouse Canada Inc.

15.48K

Jun 30, 26

+31

0.03%

Simplicity Wealth,LLC

15.03K

Jun 30, 26

+5.38K

0.03%

Pinnacle Wealth Management Advisory Group, LLC

15.00K

Jun 30, 26

+9.70K

0.03%

PERRYMAN FINANCIAL ADVISORY INC /AD

14.89K

Jun 30, 26

-181

0.03%

OneAscent Wealth Management LLC

14.86K

Jun 30, 26

-5.73K

0.03%

Moors & Cabot, Inc.

14.70K

Jun 30, 26

+2.14K

0.03%

Helium Advisors LLC

14.63K

Jun 30, 26

-972

0.03%

Proactive Wealth Strategies LLC

13.86K

Jun 30, 26

+213

0.03%

Wealth Watch Advisors, INC

13.40K

Jun 30, 26

-90

0.03%

Baird Financial Group, Inc.

13.39K

Jun 30, 26

+1.74K

0.03%

PRIVATE TRUST CO NA

13.30K

Jun 30, 26

+1.55K

0.03%

Equitable Holdings, Inc.

12.66K

Jun 30, 26

-3.26K

0.02%

Advisory Services Network, LLC

12.36K

Jun 30, 26

-4.06K

0.02%

WealthCare Investment Partners, LLC

12.30K

Jun 30, 26

-465

0.02%

Buckingham Strategic Partners

12.10K

Jun 30, 26

-586

0.02%

BLUELINE ADVISORS LLC

12.10K

Jun 30, 26

-369

0.02%

NORTHWEST WEALTH MANAGEMENT, LLC

12.04K

Jun 30, 26

-586

0.02%

VisionPoint Advisory Group, LLC

11.57K

Jun 30, 26

+1.39K

0.02%

MRA Advisory Group

11.52K

Jun 30, 26

+43

0.02%

Sowell Financial Services LLC

11.50K

Jun 30, 26

-2.35K

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

11.24K

Jun 30, 26

0.02%

Mutual Advisors, LLC

11.10K

Jun 30, 26

-4.13K

0.02%

Pine Valley Investments Ltd Liability Co

10.99K

Jun 30, 26

+343

0.02%

COZAD ASSET MANAGEMENT INC

10.95K

Jun 30, 26

-513

0.02%

PW Nova Financial Services LLC

10.73K

Jun 30, 26

-200

0.02%

Global Retirement Partners, LLC

10.59K

Jun 30, 26

+10.59K

0.02%

Capital Analysts, LLC

10.45K

Jun 30, 26

+545

0.02%

BAM Wealth Management, LLC

10.31K

Jun 30, 26

+3.29K

0.02%

Venture Visionary Partners LLC

10.19K

Jun 30, 26

0.02%

Perigon Wealth Management, LLC

10.09K

Jun 30, 26

+117

0.02%

Summit Financial, LLC

10.08K

Jun 30, 26

+10.08K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

9.96K

Jun 30, 26

+65

0.02%

Virtus Wealth Solutions LLC

9.85K

Jun 30, 26

+141

0.02%

American Financial Advisors, LLC

9.71K

Jun 30, 26

-1.78K

0.02%

FSB PREMIER WEALTH MANAGEMENT, INC.

9.49K

Jun 30, 26

+9.49K

0.02%

Stratos Wealth Partners, LTD.

9.46K

Jun 30, 26

+149

0.02%

Beaton Management Co. Inc.

9.45K

Jun 30, 26

0.02%

Spire Wealth Management

9.38K

Jun 30, 26

-5.87K

0.02%

J.W. COLE ADVISORS, INC.

9.38K

Jun 30, 26

+9.38K

0.02%

Octavia Wealth Advisors, LLC

9.27K

Jun 30, 26

-1.48K

0.02%

Morey & Quinn Wealth Partners, LLC

9.24K

Jun 30, 26

-23

0.02%

Atria Investments, Inc

9.21K

Jun 30, 26

+1.69K

0.02%

Betterment LLC

9.16K

Jun 30, 26

-240

0.02%

Sigma Planning Corp

8.87K

Jun 30, 26

-50

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

8.73K

Jun 30, 26

-536

0.02%

Hilltop Holdings Inc.

8.46K

Jun 30, 26

-263

0.02%

Global Assets Advisory, LLC

8.45K

Jun 30, 26

+8.45K

0.02%

BRIGHTON JONES LLC

8.39K

Jun 30, 26

+1.84K

0.02%

WBI INVESTMENTS, INC.

8.38K

Jun 30, 26

-712

0.02%

Providence First Trust Co

8.03K

Jun 30, 26

+8.03K

0.02%

Apollon Wealth Management, LLC

8.00K

Jun 30, 26

-1.50K

0.02%

RVW Wealth, LLC

7.59K

Jun 30, 26

-1.07K

0.01%

Integrated Wealth Concepts LLC

7.49K

Jun 30, 26

+1.37K

0.01%

Tower Research Capital LLC (TRC)

7.41K

Jun 30, 26

+7.41K

0.01%

BENJAMIN EDWARDS INC

7.14K

Jun 30, 26

+454

0.01%

Meridian Wealth Management, LLC

7.12K

Jun 30, 26

+7.12K

0.01%

Arkadios Wealth Advisors

7.03K

Jun 30, 26

-36.03K

0.01%

Argent Trust Co

7.00K

Jun 30, 26

0.01%

Jacobi Capital Management LLC

6.90K

Jun 30, 26

-429

0.01%

AE Wealth Management LLC

6.79K

Jun 30, 26

-1.99K

0.01%

IFP Advisors, Inc

6.77K

Jun 30, 26

-15.96K

0.01%

Pensionmark Financial Group, LLC

6.65K

Jun 30, 26

+6.65K

0.01%

COLUMBIA ADVISORY PARTNERS LLC

6.22K

Jun 30, 26

+32

0.01%

Creative Planning

6.04K

Jun 30, 26

-1.13K

0.01%

Castleview Partners, LLC

5.85K

Jun 30, 26

-11

0.01%

ZACKS INVESTMENT MANAGEMENT

5.83K

Jun 30, 26

-497

0.01%

Perissos Private Wealth Management, LLC

5.60K

Jun 30, 26

0.01%

Kinetic Wealth Investment Advisors LLC

5.55K

Jun 30, 26

+5.55K

0.01%

Purus Wealth Management, LLC

5.48K

Jun 30, 26

-1.32K

0.01%

RHODES INVESTMENT ADVISORS INC /ADV

5.47K

Jun 30, 26

-125

0.01%

Icon Wealth Advisors, LLC

5.45K

Jun 30, 26

+84

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

5.43K

Jun 30, 26

0.01%

Mayflower Financial Advisors, LLC

5.40K

Jun 30, 26

-5.97K

0.01%

STEPHENS INC /AR/

5.32K

Jun 30, 26

+325

0.01%

NATIONAL BANK OF CANADA /FI/

5.28K

Jun 30, 26

+855

0.01%

IFG Advisory, LLC

5.26K

Jun 30, 26

+5.21K

0.01%

Gateway Wealth Partners, LLC

5.07K

Jun 30, 26

-5.04K

0.01%

PVG ASSET MANAGEMENT CORP

5.04K

Jun 30, 26

-425

0.01%

IVC Wealth Advisors LLC

5.01K

Jun 30, 26

-507

0.01%

Brookstone Capital Management

4.97K

Jun 30, 26

+4.97K

0.01%

Keel Point, LLC

4.88K

Jun 30, 26

-24

0.01%

Global View Capital Management LLC

4.71K

Jun 30, 26

+4.71K

0.01%

Southland Equity Partners LLC

4.70K

Jun 30, 26

-117

0.01%

IHT Wealth Management, LLC

4.68K

Jun 30, 26

-21

0.01%

McAdam, LLC

4.65K

Jun 30, 26

-237

0.01%

Glass Jacobson Investment Advisors llc

4.62K

Jun 30, 26

-540

0.01%

PKS Advisory Services, LLC

4.61K

Jun 30, 26

-2.66K

0.01%

RICHARDSON FINANCIAL SERVICES INC.

4.48K

Jun 30, 26

0.01%

Qube Research & Technologies Ltd

4.03K

Jun 30, 26

+656

0.01%

NBC SECURITIES, INC.

3.32K

Jun 30, 26

+22

0.01%

CONSULTIVA WEALTH MANAGEMENT, CORP.

2.92K

Jun 30, 26

+743

0.01%

Topsail Wealth Management, LLC

2.83K

Jun 30, 26

+625

0.01%

2.80K

Jun 30, 26

+35

0.01%

Roxbury Financial LLC

2.55K

Jun 30, 26

+805

0.00%

MPWM ADVISORY SOLUTIONS, LLC

2.01K

Jun 30, 26

0.00%

US BANCORP \DE\

1.97K

Jun 30, 26

-2.19K

0.00%

TUCKER ASSET MANAGEMENT LLC

1.84K

Jun 30, 26

+1.75K

0.00%

Financial Network Wealth Advisors LLC

1.32K

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

1.15K

Jun 30, 26

+1.15K

0.00%

Pinnacle Bancorp, Inc.

1.09K

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

1.05K

Jun 30, 26

0.00%

Archer Investment Corp

1.00K

Jun 30, 26

0.00%

CX Institutional

892

Jun 30, 26

-417

0.00%

Triumph Capital Management

788

Jun 30, 26

0.00%

Raleigh Capital Management Inc.

670

Jun 30, 26

+10

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

670

Jun 30, 26

-282

0.00%

Sachetta, LLC

632

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

627

Jun 30, 26

+627

0.00%

Continuum Advisory, LLC

616

Jun 30, 26

+616

0.00%

Larson Financial Group LLC

600

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

545

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

401

Jun 30, 26

+133

0.00%

NBT BANK N A /NY

400

Jun 30, 26

-4.76K

0.00%

Smartleaf Asset Management LLC

376

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

361

Jun 30, 26

0.00%

Rossby Financial, LCC

324

Jun 30, 26

+49

0.00%

Medallion Wealth Advisors, LLC

315

Jun 30, 26

0.00%

BlackRock, Inc.

310

Jun 30, 26

-55

0.00%

FMR LLC

303

Jun 30, 26

+303

0.00%

Millstone Evans Group, LLC

276

Jun 30, 26

0.00%

Clearstead Advisors, LLC

272

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

268

Jun 30, 26

0.00%

Hughes Financial Services, LLC

240

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

225

Jun 30, 26

0.00%

IMG Wealth Management, Inc.

201

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

167

Jun 30, 26

+167

0.00%

WOLFF WIESE MAGANA LLC

165

Jun 30, 26

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

146

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

125

Jun 30, 26

0.00%

Synergy Investment Management, LLC

112

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

109

Jun 30, 26

-160

0.00%

Pacifica Partners Inc.

Jun 30, 26

0.00%

Caitlin John, LLC

Jun 30, 26

0.00%

Mascoma Wealth Management LLC

Jun 30, 26

+60

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

+25

0.00%

Key Capital Management, INC

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

+16

0.00%

Mosley Wealth Management

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

Jun 30, 26

-7.12K

CULLEN/FROST BANKERS, INC.

Jun 30, 26

-80

WINEBRENNER CAPITAL MANAGEMENT LLC

Jun 30, 26

-5.84K

KINGSWOOD WEALTH ADVISORS, LLC

Jun 30, 26

-4.82K

TopTier Wealth Management, LLC

Jun 30, 26

-101

GKV Capital Management Co., Inc.

Jun 30, 26

-17

Activest Wealth Management

Jun 30, 26

-2.60K

AdvisorNet Financial, Inc

Jun 30, 26

-986

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-267

Concorde Asset Management, LLC

Jun 30, 26

-73.17K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-1.88K

Independent Advisor Alliance

Jun 30, 26

-99.56K

Reyes Financial Architecture, Inc.

Jun 30, 26

-170

Allworth Financial LP

Jun 30, 26

-250

Clayton Financial Group LLC

Jun 30, 26

-366

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-3.51K

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-1.78K

ShoreHaven Wealth Partners, LLC

Jun 30, 26

-23.19K

Sound Income Strategies, LLC

Jun 30, 26

-1.03K

Family Legacy, Inc.

Jun 30, 26

-4.69K

Triad Wealth Partners, LLC

Jun 30, 26

-6.64K

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Jun 30, 26

-167.06K

Pacific Excel Wealth Advisors, Inc.

Jun 30, 26

-4.53K

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Jun 30, 26

-7.78K

TSFG, LLC

Jun 30, 26

-140

Berger Financial Group, Inc

Jun 30, 26

-4.65K

CWM, LLC

226.91K

Mar 31, 26

-85.25K

0.44%

U.S. Capital Wealth Advisors, LLC

87.65K

Mar 31, 26

-29.22K

0.17%

EXENCIAL WEALTH ADVISORS, LLC

84.70K

Mar 31, 26

+3.35K

0.16%

TCFG WEALTH MANAGEMENT, LLC

22.32K

Mar 31, 26

-595

0.04%

Jaffetilchin Investment Partners, LLC

14.79K

Mar 31, 26

+2.41K

0.03%

MILLINGTON SECURITIES, INC.

9.10K

Mar 31, 26

+9.10K

0.02%

Sunbelt Securities, Inc.

3.63K

Mar 31, 26

0.01%

Anfield Capital Management, LLC

3.42K

Mar 31, 26

0.01%

Financial Gravity Asset Management, Inc.

108

Mar 31, 26

-143

0.00%

COMERICA BANK

41.52K

Dec 31, 25

+3.54K

0.08%

Alpha Cubed Investments, LLC

10.15K

Dec 31, 25

+165

0.02%

CIBC Private Wealth Group, LLC

Dec 31, 25

+35

0.00%

New Millennium Group LLC

Dec 31, 25

-1

0.00%

Strive Asset Management, LLC

72.00K

Sep 30, 25

+3.19K

0.14%

Bullseye Investment Management, LLC

55.15K

Sep 30, 25

0.11%

Lion Street Advisors, LLC

24.53K

Sep 30, 25

+24.53K

0.05%

Moloney Securities Asset Management, LLC

18.96K

Sep 30, 25

-25.05K

0.04%

FULLCIRCLE WEALTH LLC

10.19K

Sep 30, 25

+46

0.02%

Sheets Smith Investment Management

6.03K

Sep 30, 25

+6.03K

0.01%

Abich Financial Wealth Management LLC

346

Sep 30, 25

+346

0.00%

AllSquare Wealth Management LLC

Sep 30, 25

0.00%

DHK Financial Advisors, Inc.

100.98K

Jun 30, 25

+44.60K

0.20%

AVANTAX ADVISORY SERVICES, INC.

43.78K

Jun 30, 25

-35.21K

0.09%

Legacy Investment Solutions, LLC

35.87K

Jun 30, 25

+35.87K

0.07%

Congress Wealth Management LLC / DE /

21.88K

Jun 30, 25

-118

0.04%

SUMMIT INVESTMENT ADVISORS, INC.

19.87K

Jun 30, 25

+2.16K

0.04%

My Legacy Advisors, LLC

18.45K

Jun 30, 25

-161

0.04%

Atria Wealth Solutions, Inc.

17.27K

Jun 30, 25

-20.02K

0.03%

TFG Advisers LLC

16.31K

Jun 30, 25

+86

0.03%

First Horizon Advisors, Inc.

404

Jun 30, 25

0.00%

Delta Financial Group, Inc.

7.61K

Mar 31, 25

0.01%

Sandy Spring Bank

Mar 31, 25

-39

Private Portfolio Partners LLC

50.06K

Dec 31, 24

+3.85K

0.10%

Gray Wealth Management Inc.

7.83K

Dec 31, 24

+846

0.02%

Householder Group Estate & Retirement Specialist, LLC

2.06K

Dec 31, 24

+34

0.00%

WR Wealth Planners, LLC

1.21K

Dec 31, 24

+21

0.00%

AlphaMark Advisors, LLC

515

Dec 31, 24

+515

0.00%

WINTRUST INVESTMENTS LLC

Dec 31, 24

-788

TAP Consulting, LLC

Dec 31, 24

-22.46K

Raymond James Financial Services Advisors, Inc.

955.96K

Sep 30, 24

+36.03K

1.86%

RAYMOND JAMES & ASSOCIATES

475.89K

Sep 30, 24

-43.33K

0.93%

RAYMOND JAMES TRUST N.A.

10.05K

Sep 30, 24

-2.08K

0.02%

Hyperion Partners, LLC

4.90K

Sep 30, 24

+68

0.01%

Peterson Financial Group, Inc.

2.13K

Sep 30, 24

+2.13K

0.00%

FinTrust Capital Advisors, LLC

314

Sep 30, 24

0.00%

Relative Value Partners Group, LLC

135.93K

Jun 30, 24

+135.93K

0.26%

BENJAMIN F. EDWARDS & COMPANY, INC.

15.36K

Jun 30, 24

+9.32K

0.03%

ICA Group Wealth Management, LLC

11.52K

Jun 30, 24

-21.17K

0.02%

BlackRock Inc.

1.56K

Jun 30, 24

+1.56K

0.00%

Cetera Advisor Networks LLC

149.21K

Mar 31, 24

-51

0.29%

Cetera Advisors LLC

128.03K

Mar 31, 24

+47.09K

0.25%

Coppell Advisory Solutions Corp.

100.01K

Mar 31, 24

+100.01K

0.19%

Eudaimonia Partners, LLC

31.44K

Mar 31, 24

+31.44K

0.06%

Retirement Group, LLC

21.70K

Mar 31, 24

+31

0.04%

EUDAIMONIA ADVISORS LLC

18.29K

Mar 31, 24

+18.29K

0.04%

TELEMUS CAPITAL, LLC

450.22K

Dec 31, 23

+18.26K

0.88%

StrategIQ Financial Group, LLC

37.03K

Dec 31, 23

+3.48K

0.07%

LWS Wealth Advisors, Inc.

4.60K

Dec 31, 23

+4.60K

0.01%

PROVENCE WEALTH MANAGEMENT GROUP

2.70K

Dec 31, 23

0.01%

Bartlett & Co. LLC

545

Dec 31, 23

0.00%

Baystate Wealth Management LLC

Dec 31, 23

-13

Truadvice, LLC

4.66K

Sep 30, 23

-5.97K

0.01%

COMERICA SECURITIES,INC.

Sep 30, 23

-6.24K

Quantitative Advantage, LLC

22.98K

Mar 31, 23

+8.13K

0.04%

Laurel Wealth Advisors, Inc.

11.17K

Dec 31, 22

-3.34K

0.02%

Bickling Financial Services, Inc.

5.79K

Dec 31, 22

+93

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

46.54K

Sep 30, 22

-1.18K

0.09%

American Portfolios Advisors

13.14K

Sep 30, 22

+13.14K

0.03%

Beaumont Financial Partners, LLC

9.19K

Sep 30, 22

0.02%

B. Riley Wealth Management, Inc.

20.66K

Jun 30, 22

+1.47K

0.04%

BREITER CAPITAL MANAGEMENT INC

27.22K

Mar 31, 22

+13.20K

0.05%

Winfield Associates, Inc.

12.46K

Mar 31, 22

+1.00K

0.02%

Holloway Wealth Management, LLC

3.59K

Mar 31, 22

-24.85K

0.01%

KINGS POINT CAPITAL MANAGEMENT

979

Mar 31, 22

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-8.26K

Ameritas Investment Company, LLC

10.16K

Sep 30, 21

+1.76K

0.02%

Newport Wealth Strategies, Inc.

5.12K

Sep 30, 21

0.01%

USCA RIA LLC

28.68K

Jun 30, 21

-1.55K

0.06%

Pinnacle Advisory Group, Inc.

15.82K

Mar 31, 21

+7.47K

0.03%

Winslow, Evans & Crocker, Inc.

37.73K

Dec 31, 20

+3.65K

0.07%

First Allied Advisory Services, Inc.

36.42K

Sep 30, 20

-10.81K

0.07%

SMITH CAPITAL MANAGEMENT INC /AR/ADV

17.25K

Sep 30, 20

-1.08K

0.03%

Global Financial Private Capital, Inc

62.35K

Jun 30, 20

-384.70K

0.12%

ACCURATE INVESTMENT SOLUTIONS, INC.

341

Mar 31, 20

+341

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

137.26K

Dec 31, 19

-43.74K

0.27%

Advisor Group, Inc.

128.36K

Dec 31, 19

+2.83K

0.25%

CAPITAL ONE, NATIONAL ASSOCIATION

15.89K

Dec 31, 19

+15.89K

0.03%

BB&T SECURITIES, LLC

57.70K

Sep 30, 19

-30.73K

0.11%

Flinton Capital Management LLC

50.08K

Sep 30, 19

0.10%

Tyers Asset Management LLC

41.24K

Sep 30, 19

0.08%

RIVERHEAD CAPITAL MANAGEMENT LLC

36.80K

Sep 30, 19

0.07%

Neuburgh Advisers LLC

32.41K

Sep 30, 19

0.06%

Meadow Creek Investment Management LLC

23.57K

Sep 30, 19

0.05%

Shamrock Asset Management LLC

18.07K

Sep 30, 19

-1.43K

0.04%

SUNTRUST BANKS INC

13.04K

Sep 30, 19

+238

0.03%

AVIANCE CAPITAL MANAGEMENT, LLC

167.90K

Mar 31, 19

-17.80K

0.33%

RELIANCE TRUST CO OF DELAWARE

27.47K

Mar 31, 19

+4.75K

0.05%

HL FINANCIAL SERVICES LLC

21.08K

Mar 31, 19

-187

0.04%

NEXT Financial Holdings

2.63K

Mar 31, 19

+2.63K

0.01%

Weatherstone Capital Management

Mar 31, 19

-8.77K

Questar Asset Management, Inc.

7.10K

Dec 31, 18

+7.10K

0.01%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

5.60K

Sep 30, 18

+300

0.01%

SII INVESTMENTS INC/WI

98.51K

Dec 31, 17

+27.64K

0.19%

IFC Holdings Incorporated/FL

61.58K

Dec 31, 17

-13.83K

0.12%

BB&T INVESTMENT SERVICES, INC.

5.51K

Dec 31, 17

+1.50K

0.01%

NATIONAL PLANNING CORP

Dec 31, 17

-21.79K

Commonwealth Equity Services, Inc

44.25K

Jun 30, 17

+15.01K

0.09%

WFG Advisors, LP

3.48K

Jun 30, 17

-140

0.01%

FIRST FINANCIAL EQUITY CORPORATION

6.46K

Mar 31, 17

+6.46K

0.01%

MSI Financial Services Inc

108.54K

Dec 31, 16

+65.76K

0.21%

VSR Financial Services, Inc.

5.62K

Jun 30, 16

-16.32K

0.01%

Strategic Capital Alternatives LLC

5.89K

Mar 31, 16

+5.89K

0.01%

Fusion Investment Group, LLC

4.46K

Dec 31, 15

+4.46K

0.01%

MANAGED ACCOUNT ADVISORS LLC

734

Jun 30, 15

0.00%

Placemark Investments, Inc.

Dec 31, 14

-14.57K

NEW ENGLAND SECURITIES CORP /MA/

Dec 31, 14

-690

UBS AG

103.46K

Sep 30, 14

-13.00K

0.20%

Strategic Capital Group LLC

86.36K

Jun 30, 14

+86.36K

0.17%

Jane Street Holding, LLC

34.75K

Dec 31, 13

+34.75K

0.07%

STIFEL NICOLAUS & CO INC \MO\

32.64K

Sep 30, 13

+32.64K

0.06%