First Trust Enhanced Short Maturity Fund(FTSM)

$59.85—

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First Trust Enhanced Short Maturity Fund(FTSM)

NASDAQ

$59.85—

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FTSM(FTSM)

FTSM

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Institutional Ownership

Top 536 Institutional Holders

Holder	Shares	Date	Change	% Held
Gradient Investments LLC	733.98K	Jun 30, 26	+71.05K	0.68%
TCP Asset Management, LLC	629.76K	Jun 30, 26	+56.44K	0.58%
Accurate Wealth Management, LLC	575.59K	Jun 30, 26	+371.00K	0.53%
Mainsail Financial Group, LLC	380.58K	Jun 30, 26	+67.37K	0.35%
PARK NATIONAL CORP /OH/	327.24K	Jun 30, 26	-11.99K	0.30%
Financial Enhancement Group LLC	310.06K	Jun 30, 26	+46.73K	0.29%
Prospera Financial Services Inc	309.88K	Jun 30, 26	-23.10K	0.29%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	292.46K	Jun 30, 26	-31.46K	0.27%
Summit Financial Wealth Advisors, LLC	291.44K	Jun 30, 26	+291.44K	0.27%
Ellsworth Advisors, LLC	235.69K	Jun 30, 26	+10.81K	0.22%
SHELTON WEALTH MANAGEMENT, LLC	218.23K	Jun 30, 26	+1.84K	0.20%
Stablepoint Partners, LLC	213.64K	Jun 30, 26	-5.94K	0.20%
G&S Capital LLC	97.80K	Jun 30, 26	+75.68K	0.09%
Commonwealth Financial Services, LLC	74.89K	Jun 30, 26	+74.89K	0.07%
Towerpoint Wealth, LLC	64.46K	Jun 30, 26	+2.70K	0.06%
Farther Finance Advisors, LLC	59.21K	Jun 30, 26	-180.11K	0.05%
Wealthcare Advisory Partners LLC	56.28K	Jun 30, 26	-8.93K	0.05%
RFG Advisory, LLC	55.94K	Jun 30, 26	-851	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	52.89K	Jun 30, 26	-12.50K	0.05%
Castle Rock Wealth Management, LLC	50.29K	Jun 30, 26	+89	0.05%
Key Client Fiduciary Advisors, LLC	46.95K	Jun 30, 26	+3.43K	0.04%
Merit Financial Group, LLC	43.81K	Jun 30, 26	-3.49K	0.04%
WILLNER & HELLER, LLC	40.63K	Jun 30, 26	+4.95K	0.04%
B. Riley Wealth Advisors, Inc.	38.08K	Jun 30, 26	+722	0.04%
Spire Wealth Management	35.83K	Jun 30, 26	-9.84K	0.03%
Purus Wealth Management, LLC	35.11K	Jun 30, 26	+985	0.03%
Cambridge Advisors Inc.	33.83K	Jun 30, 26	+13.02K	0.03%
Core Wealth Partners LLC	31.89K	Jun 30, 26	+2.57K	0.03%
Wisconsin Wealth Advisors, LLC	26.85K	Jun 30, 26	+39	0.02%
Quad-Cities Investment Group, LLC	25.88K	Jun 30, 26	-7.60K	0.02%
DAGCO, INC.	25.76K	Jun 30, 26	+5.18K	0.02%
Paladin Wealth, LLC	24.86K	Jun 30, 26	+2.29K	0.02%
VisionPoint Advisory Group, LLC	24.68K	Jun 30, 26	-10.90K	0.02%
White Wing Wealth Management	18.07K	Jun 30, 26	-4.04K	0.02%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	17.09K	Jun 30, 26	-5.68K	0.02%
Weitzel Financial Services, Inc.	16.20K	Jun 30, 26	-1.95K	0.01%
CARY STREET PARTNERS FINANCIAL LLC	15.99K	Jun 30, 26	+4.50K	0.01%
First Financial Group Corp	14.20K	Jun 30, 26	-1.11K	0.01%
Coastwise Capital Group, LLC	13.10K	Jun 30, 26	-349	0.01%
MANCHESTER FINANCIAL INC	11.74K	Jun 30, 26	-180.18K	0.01%
Sage Capital Advisors,llc	9.65K	Jun 30, 26	+99	0.01%
SLT Holdings LLC	9.29K	Jun 30, 26	-3.94K	0.01%
First Heartland Consultants, Inc.	8.29K	Jun 30, 26	-80	0.01%
SeaCrest Wealth Management, LLC	7.74K	Jun 30, 26	-866	0.01%
Stenger Family Office, LLC	7.07K	Jun 30, 26	-7.36K	0.01%
Capital Investment Counsel, LLC	6.80K	Jun 30, 26	-387	0.01%
WORLD EQUITY GROUP, INC.	6.78K	Jun 30, 26	-4.76K	0.01%
BRADY FAMILY WEALTH, LLC	4.95K	Jun 30, 26	-1	0.00%
Dynamic Advisor Solutions LLC	4.86K	Jun 30, 26	-1.59K	0.00%
SHEETS SMITH WEALTH MANAGEMENT	4.00K	Jun 30, 26	--	0.00%
Southland Equity Partners LLC	3.91K	Jun 30, 26	+113	0.00%
Brookstone Capital Management	3.88K	Jun 30, 26	+11	0.00%
Valeo Financial Advisors, LLC	3.85K	Jun 30, 26	-219	0.00%
GK Wealth Management LLC	3.69K	Jun 30, 26	+3.69K	0.00%
Nova Wealth Management, Inc.	2.45K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	1.23K	Jun 30, 26	+178	0.00%
HARBOR INVESTMENT ADVISORY, LLC	145	Jun 30, 26	--	0.00%
ATWOOD & PALMER INC	133	Jun 30, 26	--	0.00%
GAMMA Investing LLC	66	Jun 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	61	Jun 30, 26	--	0.00%
CX Institutional	26	Jun 30, 26	--	0.00%
IAMS WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-12.10K	--
TrueWealth Advisors, LLC	--	Jun 30, 26	-3.61K	--
Flaharty Asset Management, LLC	--	Jun 30, 26	-5.83K	--
Crumly & Associates Inc.	--	Jun 30, 26	-9.32K	--
San Luis Wealth Advisors LLC	--	Jun 30, 26	-6.13K	--
Cannon Advisors, Inc.	--	Jun 30, 26	-23.93K	--
JFS WEALTH ADVISORS, LLC	--	Jun 30, 26	-500	--
PFG Advisors	--	Jun 30, 26	-4.39K	--
MORGAN STANLEY	14.20M	Mar 31, 26	+1.52M	13.09%
LPL Financial LLC	8.89M	Mar 31, 26	-5.14K	8.20%
WELLS FARGO & COMPANY/MN	7.93M	Mar 31, 26	-727.21K	7.31%
UBS Group AG	3.07M	Mar 31, 26	+222.26K	2.83%
ROYAL BANK OF CANADA	2.93M	Mar 31, 26	-52.42K	2.70%
Concurrent Investment Advisors, LLC	2.59M	Mar 31, 26	+2.53M	2.39%
RAYMOND JAMES FINANCIAL INC	2.46M	Mar 31, 26	-60.69K	2.26%
BANK OF AMERICA CORP /DE/	2.28M	Mar 31, 26	-72.92K	2.11%
Csenge Advisory Group	1.90M	Mar 31, 26	+23.36K	1.75%
Cetera Investment Advisers	1.58M	Mar 31, 26	-211.45K	1.45%
STIFEL FINANCIAL CORP	1.19M	Mar 31, 26	+6.80K	1.09%
ADVISOR GROUP HOLDINGS, INC.	1.15M	Mar 31, 26	+67.77K	1.06%
Cambridge Investment Research Advisors, Inc.	1.02M	Mar 31, 26	+43.00K	0.94%
ENVESTNET ASSET MANAGEMENT INC	827.24K	Mar 31, 26	-54.95K	0.76%
Hansen & Associates Financial Group, Inc.	794.08K	Mar 31, 26	+794.08K	0.73%
GDS Wealth Management	709.78K	Mar 31, 26	-149.29K	0.65%
WILEY BROS.-AINTREE CAPITAL, LLC	662.28K	Mar 31, 26	+75.27K	0.61%
Bramshill Investments, LLC	655.80K	Mar 31, 26	+655.80K	0.60%
COMMONWEALTH EQUITY SERVICES, LLC	636.66K	Mar 31, 26	-27.47K	0.59%
TRUIST FINANCIAL CORP	556.46K	Mar 31, 26	-16.03K	0.51%
Guided Capital Wealth Management, LLC	551.62K	Mar 31, 26	+541.30K	0.51%
Steward Partners Investment Advisory, LLC	513.70K	Mar 31, 26	+30.31K	0.47%
Mariner, LLC	486.56K	Mar 31, 26	-3.68K	0.45%
IFP Advisors, Inc	435.53K	Mar 31, 26	+118.72K	0.40%
Kingsview Wealth Management, LLC	423.00K	Mar 31, 26	-18.54K	0.39%
Kaydan Wealth Management, Inc.	419.55K	Mar 31, 26	+4.05K	0.39%
Janney Montgomery Scott LLC	398.65K	Mar 31, 26	-217.88K	0.37%
Holistic Planning, LLC	386.05K	Mar 31, 26	+73.32K	0.36%
Gateway Wealth Partners, LLC	360.02K	Mar 31, 26	+206.62K	0.33%
Atria Investments, Inc	358.52K	Mar 31, 26	+25.15K	0.33%
NewEdge Advisors, LLC	332.81K	Mar 31, 26	-14.10K	0.31%
HBK Sorce Advisory LLC	330.96K	Mar 31, 26	-7.92K	0.31%
Independent Advisor Alliance	315.22K	Mar 31, 26	+315.22K	0.29%
Balboa Wealth Partners	304.85K	Mar 31, 26	+258.96K	0.28%
HighTower Advisors, LLC	293.70K	Mar 31, 26	+1.96K	0.27%
LAKE STREET FINANCIAL LLC	293.57K	Mar 31, 26	+34.04K	0.27%
Western Wealth Management, LLC	291.41K	Mar 31, 26	+15.57K	0.27%
HARBOUR INVESTMENTS, INC.	282.85K	Mar 31, 26	+55.43K	0.26%
Private Advisor Group, LLC	262.01K	Mar 31, 26	-1.33K	0.24%
WESBANCO BANK INC	255.55K	Mar 31, 26	+49.66K	0.24%
FLAGSHIP HARBOR ADVISORS, LLC	250.09K	Mar 31, 26	+7.14K	0.23%
Jaffetilchin Investment Partners, LLC	240.45K	Mar 31, 26	-20.01K	0.22%
Avestar Capital, LLC	229.09K	Mar 31, 26	+131.98K	0.21%
TITLEIST ASSET MANAGEMENT, LLC	224.83K	Mar 31, 26	-4.71K	0.21%
Petix & Botte Co	221.09K	Mar 31, 26	-2.11K	0.20%
Capital Investment Advisory Services, LLC	214.24K	Mar 31, 26	-17.25K	0.20%
Kestra Advisory Services, LLC	213.42K	Mar 31, 26	+42.40K	0.20%
Triad Wealth Partners, LLC	211.03K	Mar 31, 26	-80.91K	0.19%
CITIGROUP INC	196.72K	Mar 31, 26	+6.85K	0.18%
Sterling Manor Financial, LLC	191.00K	Mar 31, 26	+6.39K	0.18%
IronBridge Private Wealth, LLC	188.41K	Mar 31, 26	+188.41K	0.17%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	180.22K	Mar 31, 26	-4.61K	0.17%
CWM, LLC	175.62K	Mar 31, 26	+7.00K	0.16%
Equitable Holdings, Inc.	167.70K	Mar 31, 26	+38.00K	0.15%
Kovack Advisors, Inc.	164.23K	Mar 31, 26	+96.02K	0.15%
Transcendent Capital Group LLC	161.16K	Mar 31, 26	-16.99K	0.15%
Clear Creek Financial Management, LLC	160.11K	Mar 31, 26	+59.54K	0.15%
Cassia Capital Partners, LLC	156.30K	Mar 31, 26	-1.67K	0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	154.77K	Mar 31, 26	+154.77K	0.14%
OPPENHEIMER & CO INC	154.25K	Mar 31, 26	-649	0.14%
Sanctuary Advisors, LLC	153.54K	Mar 31, 26	-2.56K	0.14%
Triumph Capital Management	152.32K	Mar 31, 26	-68.47K	0.14%
Mutual Advisors, LLC	150.42K	Mar 31, 26	-53.77K	0.14%
D.A. DAVIDSON & CO.	150.18K	Mar 31, 26	+705	0.14%
Integrated Advisors Network LLC	149.54K	Mar 31, 26	+22.14K	0.14%
Ausdal Financial Partners, Inc.	147.29K	Mar 31, 26	+9.38K	0.14%
FIFTH THIRD BANCORP	146.99K	Mar 31, 26	+146.99K	0.14%
McGuire Investment Group, LLC	146.53K	Mar 31, 26	-3.35K	0.14%
Rockefeller Capital Management L.P.	146.26K	Mar 31, 26	-57.77K	0.13%
Virtus Wealth Solutions LLC	140.92K	Mar 31, 26	-3.05K	0.13%
Ameritas Advisory Services, LLC	140.41K	Mar 31, 26	+5.06K	0.13%
Capasso Planning Partners LLC	139.19K	Mar 31, 26	+11.72K	0.13%
KESTRA PRIVATE WEALTH SERVICES, LLC	137.61K	Mar 31, 26	-36.02K	0.13%
TWIN PEAKS WEALTH ADVISORS, LLC	135.89K	Mar 31, 26	+9.40K	0.13%
RiverTree Advisors, LLC	134.53K	Mar 31, 26	-9.60K	0.12%
Proactive Wealth Strategies LLC	133.53K	Mar 31, 26	+66.55K	0.12%
Kinloch Capital, LLC	132.32K	Mar 31, 26	+34.55K	0.12%
Harvest Investment Services, LLC	131.31K	Mar 31, 26	-23.02K	0.12%
Synergy Asset Management, LLC	130.51K	Mar 31, 26	+74.22K	0.12%
Ifrah Financial Services, Inc.	130.37K	Mar 31, 26	-2.33K	0.12%
TD Capital Management LLC	128.67K	Mar 31, 26	-4.75K	0.12%
HighPoint Advisor Group LLC	126.59K	Mar 31, 26	+32.23K	0.12%
Simplicity Wealth,LLC	126.21K	Mar 31, 26	-13.54K	0.12%
Ashton Thomas Private Wealth, LLC	123.52K	Mar 31, 26	-4.00K	0.11%
Stratos Wealth Partners, LTD.	120.59K	Mar 31, 26	-23.02K	0.11%
Vestmark Advisory Solutions, Inc.	118.51K	Mar 31, 26	+94.77K	0.11%
GREAT VALLEY ADVISOR GROUP, INC.	116.44K	Mar 31, 26	+26.55K	0.11%
WealthPlan Investment Management, LLC	112.71K	Mar 31, 26	+5.43K	0.10%
1776 Wealth LLC	109.98K	Mar 31, 26	-3.78K	0.10%
CI Private Wealth, LLC	109.83K	Mar 31, 26	+2.53K	0.10%
Fairway Financial, LLC	103.76K	Mar 31, 26	+1.92K	0.10%
Sigma Planning Corp	101.16K	Mar 31, 26	+32.21K	0.09%
Baird Financial Group, Inc.	99.73K	Mar 31, 26	-56.61K	0.09%
Nilsine Partners, LLC	96.18K	Mar 31, 26	+6.60K	0.09%
PCG Wealth Advisors, LLC	95.66K	Mar 31, 26	-399	0.09%
DAYMARK WEALTH PARTNERS, LLC	92.54K	Mar 31, 26	-22.20K	0.09%
Stratos Wealth Advisors, LLC	91.90K	Mar 31, 26	-7.09K	0.08%
EdgeRock Capital LLC	89.63K	Mar 31, 26	-32.69K	0.08%
Inspire Advisors, LLC	87.02K	Mar 31, 26	+78.22K	0.08%
SageGuard Financial Group, LLC	83.85K	Mar 31, 26	+83.85K	0.08%
J.W. COLE ADVISORS, INC.	83.53K	Mar 31, 26	+10.87K	0.08%
FIRST TRUST ADVISORS LP	81.09K	Mar 31, 26	-119.49K	0.07%
KINGSWOOD WEALTH ADVISORS, LLC	80.50K	Mar 31, 26	+80.50K	0.07%
NewEdge Wealth, LLC	80.33K	Mar 31, 26	-1.25K	0.07%
Gladstone Institutional Advisory LLC	80.13K	Mar 31, 26	-99.45K	0.07%
CreativeOne Wealth, LLC	79.65K	Mar 31, 26	+17.64K	0.07%
AE Wealth Management LLC	77.32K	Mar 31, 26	-24.76K	0.07%
CALTON & ASSOCIATES, INC.	75.95K	Mar 31, 26	-2.65K	0.07%
JPMORGAN CHASE & CO	75.50K	Mar 31, 26	-68.98K	0.07%
Snowden Capital Advisors LLC	74.05K	Mar 31, 26	+503	0.07%
MML INVESTORS SERVICES, LLC	73.43K	Mar 31, 26	-37.14K	0.07%
Foundations Investment Advisors, LLC	70.41K	Mar 31, 26	+46.89K	0.06%
BELLEVUE ASSET MANAGEMENT, LLC	68.89K	Mar 31, 26	-1.45K	0.06%
OPINICUS CAPITAL, INC.	68.00K	Mar 31, 26	+31.36K	0.06%
Cresset Asset Management, LLC	67.35K	Mar 31, 26	+5.81K	0.06%
Centerpoint Advisory Group	67.16K	Mar 31, 26	+39.88K	0.06%
Prime Capital Investment Advisors, LLC	64.42K	Mar 31, 26	+781	0.06%
Aprio Wealth Management, LLC	62.58K	Mar 31, 26	-3.24K	0.06%
StoneX Group Inc.	58.37K	Mar 31, 26	-60.20K	0.05%
WCG Wealth Advisors LLC	57.75K	Mar 31, 26	-405	0.05%
Legacy Wealth Managment, LLC/ID	57.64K	Mar 31, 26	-50	0.05%
Claris Financial LLC	56.89K	Mar 31, 26	+5.27K	0.05%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	56.65K	Mar 31, 26	-3.74K	0.05%
CITIZENS FINANCIAL GROUP INC/RI	56.44K	Mar 31, 26	+371	0.05%
GUARDIAN WEALTH ADVISORS, LLC / NC	56.20K	Mar 31, 26	+42	0.05%
Cornerstone Wealth Management, LLC	54.84K	Mar 31, 26	-1.38K	0.05%
MGO ONE SEVEN LLC	53.46K	Mar 31, 26	-7.22K	0.05%
Arkadios Wealth Advisors	51.86K	Mar 31, 26	+9.91K	0.05%
Great Lakes Retirement, Inc.	51.83K	Mar 31, 26	+4.51K	0.05%
Advisory Alpha, LLC	51.73K	Mar 31, 26	-13.00K	0.05%
BENJAMIN EDWARDS INC	51.01K	Mar 31, 26	-1.55K	0.05%
Arete Wealth Advisors, LLC	49.91K	Mar 31, 26	-140	0.05%
Kesler, Norman & Wride, LLC	49.28K	Mar 31, 26	+25.25K	0.05%
Summit Wealth Partners, LLC	48.22K	Mar 31, 26	-7.98K	0.04%
Moment Partners, LLC	47.81K	Mar 31, 26	+47.81K	0.04%
Golden State Wealth Management, LLC	47.43K	Mar 31, 26	-43	0.04%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	47.26K	Mar 31, 26	-26.74K	0.04%
Geneos Wealth Management Inc.	46.02K	Mar 31, 26	-4.67K	0.04%
NWF Advisory Services Inc.	42.20K	Mar 31, 26	+42.20K	0.04%
Beacon Pointe Advisors, LLC	41.07K	Mar 31, 26	-2.79K	0.04%
SRS Capital Advisors, Inc.	40.53K	Mar 31, 26	-13.04K	0.04%
Pine Valley Investments Ltd Liability Co	40.23K	Mar 31, 26	-1.59K	0.04%
LaSalle St. Investment Advisors, LLC	40.01K	Mar 31, 26	-587	0.04%
Keystone Wealth Services, LLC	38.42K	Mar 31, 26	-1.26K	0.04%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	36.20K	Mar 31, 26	+2.03K	0.03%
Investor's Fiduciary Advisor Network, LLC	35.76K	Mar 31, 26	-295	0.03%
Concorde Asset Management, LLC	34.54K	Mar 31, 26	-66.76K	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	34.32K	Mar 31, 26	-1.58K	0.03%
Beacon Financial Advisory LLC	34.09K	Mar 31, 26	-839	0.03%
STEPHENS INC /AR/	33.77K	Mar 31, 26	-398	0.03%
Continuum Advisory, LLC	33.30K	Mar 31, 26	+11.85K	0.03%
360 Financial, Inc.	32.67K	Mar 31, 26	+141	0.03%
WELCH & FORBES LLC	32.65K	Mar 31, 26	-2.41K	0.03%
Integrated Wealth Concepts LLC	31.82K	Mar 31, 26	+18.39K	0.03%
Insight Advisors, LLC/ PA	31.81K	Mar 31, 26	-5.84K	0.03%
Maridea Wealth Management LLC	31.18K	Mar 31, 26	-4.41K	0.03%
Aptus Capital Advisors, LLC	31.18K	Mar 31, 26	-218.28K	0.03%
IHT Wealth Management, LLC	30.20K	Mar 31, 26	+1.91K	0.03%
Core Wealth Partners LLC	29.32K	Mar 31, 26	-1.79K	0.03%
WEDBUSH SECURITIES INC	29.12K	Mar 31, 26	-1.71K	0.03%
INSIGNEO ADVISORY SERVICES, LLC	28.41K	Mar 31, 26	-750	0.03%
PRINCIPAL SECURITIES, INC.	28.02K	Mar 31, 26	-3.44K	0.03%
Summit Financial, LLC	27.92K	Mar 31, 26	-5.36K	0.03%
Authentikos Wealth Advisory, LLC	27.57K	Mar 31, 26	-4.52K	0.03%
US BANCORP \DE\	26.77K	Mar 31, 26	+19.16K	0.02%
Mount Yale Investment Advisors, LLC	26.62K	Mar 31, 26	+17.57K	0.02%
Chicago Partners Investment Group LLC	25.88K	Mar 31, 26	+3.26K	0.02%
Maia Wealth LLC	25.28K	Mar 31, 26	-1.52K	0.02%
VAUGHAN DAVID INVESTMENTS LLC/IL	25.00K	Mar 31, 26	--	0.02%
PRIVATE TRUST CO NA	24.99K	Mar 31, 26	-8.72K	0.02%
Scarborough Advisors, LLC	24.73K	Mar 31, 26	-421	0.02%
Apollon Wealth Management, LLC	24.70K	Mar 31, 26	--	0.02%
IMG Wealth Management, Inc.	24.12K	Mar 31, 26	-534	0.02%
NAPLES GLOBAL ADVISORS, LLC	23.22K	Mar 31, 26	-3.64K	0.02%
CONDOR CAPITAL MANAGEMENT	23.22K	Mar 31, 26	-3.45K	0.02%
TKG Advisors, LLC	23.00K	Mar 31, 26	+23.00K	0.02%
Brown Financial Advisors	22.80K	Mar 31, 26	-1.08K	0.02%
Golden State Equity Partners	22.72K	Mar 31, 26	+13.12K	0.02%
Creative Planning	22.56K	Mar 31, 26	+8.21K	0.02%
Uncommon Cents Investing LLC	22.12K	Mar 31, 26	+55	0.02%
UBS ASSET MANAGEMENT AMERICAS INC	21.48K	Mar 31, 26	+21.48K	0.02%
ASSETMARK, INC	20.91K	Mar 31, 26	+1.89K	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	20.86K	Mar 31, 26	+9.39K	0.02%
Second Line Capital, LLC	20.80K	Mar 31, 26	-213.04K	0.02%
Miracle Mile Advisors, LLC	20.63K	Mar 31, 26	--	0.02%
Darwin Wealth Management, LLC	20.61K	Mar 31, 26	+5.94K	0.02%
KKM Financial LLC	19.32K	Mar 31, 26	--	0.02%
Symphony Financial, Ltd. Co.	18.88K	Mar 31, 26	-7.42K	0.02%
NBC SECURITIES, INC.	18.65K	Mar 31, 26	-616	0.02%
MTM Investment Management, LLC	17.91K	Mar 31, 26	+1	0.02%
Park Square Financial Group, LLC	17.84K	Mar 31, 26	-1.23K	0.02%
Resources Investment Advisors, LLC.	17.79K	Mar 31, 26	+8.39K	0.02%
Paul Damon & Associates, Inc.	17.11K	Mar 31, 26	-14.26K	0.02%
Wealth Watch Advisors, INC	16.73K	Mar 31, 26	+864	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	16.60K	Mar 31, 26	+16.60K	0.02%
Keystone Financial Group	16.49K	Mar 31, 26	+16.49K	0.02%
Strategic Financial Concepts, LLC	16.00K	Mar 31, 26	+16.00K	0.01%
Regal Investment Advisors LLC	15.75K	Mar 31, 26	+15.75K	0.01%
Pensionmark Financial Group, LLC	15.20K	Mar 31, 26	+15.20K	0.01%
Signal Advisors Wealth, LLC	15.02K	Mar 31, 26	+4.70K	0.01%
MAI Capital Management	14.62K	Mar 31, 26	+352	0.01%
Wealth Management Associates, Inc.	14.54K	Mar 31, 26	-711	0.01%
Refined Wealth Management	14.21K	Mar 31, 26	--	0.01%
GeoWealth Management, LLC	14.05K	Mar 31, 26	+14.05K	0.01%
Prasad Wealth Partners, LLC	13.89K	Mar 31, 26	+712	0.01%
Front Row Advisors LLC	13.80K	Mar 31, 26	-2.20K	0.01%
Texas Yale Capital Corp.	13.38K	Mar 31, 26	-5.50K	0.01%
PFG Investments, LLC	13.24K	Mar 31, 26	+9.13K	0.01%
SILVER OAK SECURITIES, INCORPORATED	13.09K	Mar 31, 26	-13.62K	0.01%
Prosperity Consulting Group, LLC	12.51K	Mar 31, 26	-3.31K	0.01%
Mattson Financial Services, LLC	12.49K	Mar 31, 26	+718	0.01%
Madden Advisory Services, Inc.	12.28K	Mar 31, 26	-18	0.01%
Advyzon Investment Management, LLC	12.12K	Mar 31, 26	-2.69K	0.01%
IAMS WEALTH MANAGEMENT, LLC	12.10K	Mar 31, 26	-27.49K	0.01%
CAPTRUST FINANCIAL ADVISORS	11.92K	Mar 31, 26	+5.48K	0.01%
Wagner Wealth Management, LLC	11.63K	Mar 31, 26	+76	0.01%
PKS Advisory Services, LLC	11.29K	Mar 31, 26	-3.27K	0.01%
Sowell Financial Services LLC	11.17K	Mar 31, 26	-87	0.01%
CHIRON CAPITAL MANAGEMENT, LLC	11.12K	Mar 31, 26	+11.12K	0.01%
Objective Capital Management, LLC	10.87K	Mar 31, 26	+26	0.01%
Waverly Advisors, LLC	10.86K	Mar 31, 26	+724	0.01%
Luken Investment Analytics, LLC	10.64K	Mar 31, 26	-364.65K	0.01%
Moors & Cabot, Inc.	10.54K	Mar 31, 26	-178	0.01%
TRUST CO OF VIRGINIA /VA	10.13K	Mar 31, 26	--	0.01%
Archer Investment Corp	10.02K	Mar 31, 26	-726	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	9.81K	Mar 31, 26	-903	0.01%
Valmark Advisers, Inc.	9.73K	Mar 31, 26	-1.62K	0.01%
Cerity Partners LLC	9.40K	Mar 31, 26	--	0.01%
QP WEALTH MANAGEMENT, LLC	9.32K	Mar 31, 26	+1.35K	0.01%
Latitude Advisors, LLC	9.22K	Mar 31, 26	-13	0.01%
FSC Wealth Advisors, LLC	9.12K	Mar 31, 26	-90.76K	0.01%
Qube Research & Technologies Ltd	9.02K	Mar 31, 26	+9.02K	0.01%
Gibbs Wealth Management	8.87K	Mar 31, 26	+3.99K	0.01%
Envestnet Portfolio Solutions, Inc.	8.56K	Mar 31, 26	-3.01K	0.01%
Aries Wealth Management	8.50K	Mar 31, 26	--	0.01%
COTTONWOOD CAPITAL ADVISORS, LLC	8.40K	Mar 31, 26	-560	0.01%
Brinker Capital Investments, LLC	8.13K	Mar 31, 26	-23.12K	0.01%
Collaborative Wealth Managment Inc.	8.12K	Mar 31, 26	+8.12K	0.01%
Rathbones Group PLC	8.11K	Mar 31, 26	-317	0.01%
BYRNE FINANCIAL FREEDOM, LLC	8.01K	Mar 31, 26	+8.01K	0.01%
RAHLFS CAPITAL, LLC	7.85K	Mar 31, 26	--	0.01%
Meridian Wealth Management, LLC	7.59K	Mar 31, 26	+114	0.01%
NBT BANK N A /NY	7.36K	Mar 31, 26	+7.24K	0.01%
Sovran Advisors, LLC	7.19K	Mar 31, 26	-731	0.01%
Strid Group, LLC	7.14K	Mar 31, 26	-3.93K	0.01%
FLOW TRADERS U.S. LLC	7.08K	Mar 31, 26	+7.08K	0.01%
CENTAURUS FINANCIAL, INC.	7.05K	Mar 31, 26	-1.44K	0.01%
Brookwood Investment Group LLC	7.04K	Mar 31, 26	+1.40K	0.01%
Huntleigh Advisors, Inc.	6.97K	Mar 31, 26	+3.54K	0.01%
Quadrature Capital Ltd	6.90K	Mar 31, 26	+6.90K	0.01%
Lunt Capital Management, Inc.	6.80K	Mar 31, 26	--	0.01%
LEE DANNER & BASS INC	6.55K	Mar 31, 26	--	0.01%
TCFG WEALTH MANAGEMENT, LLC	6.11K	Mar 31, 26	--	0.01%
Schwallier Wealth Management LLC	6.09K	Mar 31, 26	-2.70K	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	5.88K	Mar 31, 26	-65	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	5.85K	Mar 31, 26	-2.88K	0.01%
Cherry Creek Investment Advisors, Inc.	5.71K	Mar 31, 26	+33	0.01%
U.S. Capital Wealth Advisors, LLC	5.71K	Mar 31, 26	+1.41K	0.01%
CRUX WEALTH ADVISORS	5.51K	Mar 31, 26	+642	0.01%
Tidemark, LLC	5.46K	Mar 31, 26	+6	0.01%
Richmond Investment Services, LLC	5.34K	Mar 31, 26	-33	0.00%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	5.13K	Mar 31, 26	-413	0.00%
Merkkuri Wealth Advisors LLC	5.09K	Mar 31, 26	+27	0.00%
Keebeck Wealth Management, LLC	5.04K	Mar 31, 26	-1.10K	0.00%
Delos Wealth Advisors, LLC	5.00K	Mar 31, 26	+5.00K	0.00%
Advisory Services Network, LLC	4.82K	Mar 31, 26	-300	0.00%
AssuredPartners Investment Advisors, LLC	4.73K	Mar 31, 26	+4.73K	0.00%
MERCER GLOBAL ADVISORS INC /ADV	4.54K	Mar 31, 26	+4.54K	0.00%
PFS Partners, LLC	4.50K	Mar 31, 26	-997	0.00%
Del-Sette Capital Management, LLC	4.29K	Mar 31, 26	+357	0.00%
Ascension Capital Advisors, Inc.	4.28K	Mar 31, 26	-416	0.00%
Parallel Advisors, LLC	4.12K	Mar 31, 26	+3.99K	0.00%
Perennial Investment Advisors, LLC	4.07K	Mar 31, 26	+75	0.00%
XTX Topco Ltd	4.02K	Mar 31, 26	+4.02K	0.00%
PMV Capital Advisers, LLC	3.98K	Mar 31, 26	-968	0.00%
CacheTech Inc.	3.97K	Mar 31, 26	--	0.00%
OneAscent Family Office, LLC	3.95K	Mar 31, 26	--	0.00%
Simmons Bank	3.93K	Mar 31, 26	+3.93K	0.00%
Strait & Sound Wealth Management LLC	3.83K	Mar 31, 26	-468	0.00%
AMERIPRISE FINANCIAL INC	3.80K	Mar 31, 26	+3.80K	0.00%
Stonebridge Financial Planning Group, LLC	3.72K	Mar 31, 26	+3.72K	0.00%
PARK AVENUE SECURITIES LLC	3.71K	Mar 31, 26	+3.71K	0.00%
Hilltop Holdings Inc.	3.65K	Mar 31, 26	-1.28K	0.00%
Redwood Wealth Management Group, LLC	3.56K	Mar 31, 26	-91	0.00%
BANK OF MONTREAL /CAN/	3.53K	Mar 31, 26	-1.14K	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	3.45K	Mar 31, 26	+209	0.00%
HARMONY ASSET MANAGEMENT LLC	3.37K	Mar 31, 26	-60	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	3.18K	Mar 31, 26	-731	0.00%
AMERIFLEX GROUP, INC.	3.10K	Mar 31, 26	-112	0.00%
Oakworth Capital, Inc.	2.50K	Mar 31, 26	+2.50K	0.00%
Westside Investment Management, Inc.	2.10K	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	2.09K	Mar 31, 26	-54	0.00%
Global Trust Asset Management, LLC	2.06K	Mar 31, 26	--	0.00%
Private Wealth Asset Management, LLC	2.00K	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	1.68K	Mar 31, 26	-200	0.00%
Larson Financial Group LLC	1.57K	Mar 31, 26	+259	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	1.44K	Mar 31, 26	+1.44K	0.00%
Glen Eagle Advisors, LLC	1.24K	Mar 31, 26	+3	0.00%
Financial Gravity Asset Management, Inc.	1.21K	Mar 31, 26	-255	0.00%
DHJJ Financial Advisors, Ltd.	1.09K	Mar 31, 26	-141	0.00%
KELLEHER FINANCIAL ADVISORS	921	Mar 31, 26	--	0.00%
Pinnacle Bancorp, Inc.	915	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	906	Mar 31, 26	+682	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	900	Mar 31, 26	-250	0.00%
BlackRock, Inc.	850	Mar 31, 26	+850	0.00%
Parkside Financial Bank & Trust	800	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	700	Mar 31, 26	+700	0.00%
Insight Inv LLC	700	Mar 31, 26	--	0.00%
BLAIR WILLIAM & CO/IL	691	Mar 31, 26	-37	0.00%
Sunbelt Securities, Inc.	649	Mar 31, 26	+4	0.00%
TSFG, LLC	643	Mar 31, 26	+4	0.00%
Cornerstone Planning Group LLC	533	Mar 31, 26	+8	0.00%
DUNCKER STREETT & CO INC	500	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	405	Mar 31, 26	--	0.00%
ORG Wealth Partners, LLC	292	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	290	Mar 31, 26	--	0.00%
Pacific Center for Financial Services	276	Mar 31, 26	+276	0.00%
Capital Analysts, LLC	219	Mar 31, 26	--	0.00%
IMA Wealth, Inc.	189	Mar 31, 26	--	0.00%
Allworth Financial LP	151	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	87	Mar 31, 26	+87	0.00%
JONES FINANCIAL COMPANIES LLLP	49	Mar 31, 26	+49	0.00%
HAZLETT, BURT & WATSON, INC.	28	Mar 31, 26	+1	0.00%
Newbridge Financial Services Group, Inc.	27	Mar 31, 26	-423	0.00%
Clearstead Advisors, LLC	26	Mar 31, 26	--	0.00%
Caitlin John, LLC	25	Mar 31, 26	--	0.00%
Comprehensive Financial Planning, Inc./PA	23	Mar 31, 26	--	0.00%
SBI Securities Co., Ltd.	23	Mar 31, 26	-1	0.00%
Lloyd Advisory Services, LLC.	13	Mar 31, 26	+13	0.00%
Kingdom Financial Group LLC.	13	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	9	Mar 31, 26	-13	0.00%
EverSource Wealth Advisors, LLC	2	Mar 31, 26	-16.03K	0.00%
Ronald Blue Trust, Inc.	1	Mar 31, 26	-771	0.00%
Advisor OS, LLC	--	Mar 31, 26	-3.67K	--
Farmers & Merchants Trust Co of Long Beach	--	Mar 31, 26	-12.12K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-14.23K	--
Paragon Private Wealth Management, LLC	--	Mar 31, 26	-3.65K	--
Clear Point Advisors Inc.	--	Mar 31, 26	-25.78K	--
Global Assets Advisory, LLC	--	Mar 31, 26	-13.10K	--
BNP PARIBAS ARBITRAGE, SNC	--	Mar 31, 26	-48.75K	--
Paragon Advisors, LLC	--	Mar 31, 26	-14.59K	--
Independent Wealth Network Inc.	--	Mar 31, 26	-4.73K	--
GTS SECURITIES LLC	--	Mar 31, 26	-30.70K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-391.71K	--
TFB Advisors LLC	--	Mar 31, 26	-3.35K	--
ENCOMPASS WEALTH ADVISORS, LLC	--	Mar 31, 26	-3.34K	--
Morton Brown Family Wealth, LLC	--	Mar 31, 26	-35	--
IFG Advisory, LLC	--	Mar 31, 26	-31.02K	--
TUCKER ASSET MANAGEMENT LLC	616.14K	Dec 31, 25	-4.22K	0.57%
COMERICA BANK	119.02K	Dec 31, 25	-1.71K	0.11%
Main Street Financial Solutions, LLC	11.39K	Dec 31, 25	-163	0.01%
Global Retirement Partners, LLC	11.07K	Dec 31, 25	+4.31K	0.01%
GPS Wealth Strategies Group, LLC	9.57K	Dec 31, 25	-41.60K	0.01%
Janney Capital Management LLC	7.03K	Dec 31, 25	+7.03K	0.01%
Motiv8 Investments LLC	3.96K	Dec 31, 25	-79	0.00%
SageView Advisory Group, LLC	161	Dec 31, 25	+161	0.00%
CIBC Private Wealth Group, LLC	--	Dec 31, 25	-1.13K	--
Moloney Securities Asset Management, LLC	143.52K	Sep 30, 25	+16.40K	0.13%
Shilanski & Associates, Inc.	109.13K	Sep 30, 25	+4.13K	0.10%
SYNOVUS FINANCIAL CORP	90.50K	Sep 30, 25	+12.55K	0.08%
Brueske Advisory Services, LLC	34.16K	Sep 30, 25	+2.79K	0.03%
EWG Elevate Inc.	21.28K	Sep 30, 25	-51.35K	0.02%
L.M. KOHN & COMPANY	18.72K	Sep 30, 25	-1.72K	0.02%
Abich Financial Wealth Management LLC	166	Sep 30, 25	+166	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-44.67K	--
Lion Street Advisors, LLC	--	Sep 30, 25	-38.66K	--
AVANTAX ADVISORY SERVICES, INC.	296.34K	Jun 30, 25	+8.51K	0.27%
Atria Wealth Solutions, Inc.	131.62K	Jun 30, 25	-28.19K	0.12%
Sebold Capital Management, Inc.	65.46K	Jun 30, 25	-18.04K	0.06%
Good Life Advisors, LLC	28.77K	Jun 30, 25	-246	0.03%
Tyler-Stone Wealth Management	15.31K	Jun 30, 25	--	0.01%
Legacy Investment Solutions, LLC	9.78K	Jun 30, 25	+9.78K	0.01%
HICKORY ASSET MANAGEMENT, INC.	5.92K	Jun 30, 25	+65	0.01%
TFG Advisers LLC	4.44K	Jun 30, 25	+168	0.00%
Iron Horse Wealth Management, LLC	--	Jun 30, 25	-183	--
Orion Portfolio Solutions, LLC	14.84K	Mar 31, 25	+2.19K	0.01%
Grant/GrossMendelsohn, LLC	12.07K	Mar 31, 25	+4.78K	0.01%
Alpha Omega Group, Inc.	6.95K	Mar 31, 25	--	0.01%
Gray Wealth Management Inc.	26.23K	Dec 31, 24	-1.10K	0.02%
WR Wealth Planners, LLC	12.64K	Dec 31, 24	+207	0.01%
TAP Consulting, LLC	12.33K	Dec 31, 24	-13.43K	0.01%
Private Portfolio Partners LLC	6.79K	Dec 31, 24	-3.42K	0.01%
Householder Group Estate & Retirement Specialist, LLC	2.06K	Dec 31, 24	-952	0.00%
WINTRUST INVESTMENTS LLC	862	Dec 31, 24	-2.90K	0.00%
Raymond James Financial Services Advisors, Inc.	1.77M	Sep 30, 24	+117.81K	1.63%
RAYMOND JAMES & ASSOCIATES	926.49K	Sep 30, 24	-220.52K	0.85%
CEDRUS LLC	91.17K	Sep 30, 24	+71.04K	0.08%
FinTrust Capital Advisors, LLC	53.01K	Sep 30, 24	+37.76K	0.05%
RAYMOND JAMES TRUST N.A.	36.77K	Sep 30, 24	-514	0.03%
VitalStone Financial, LLC	31.41K	Sep 30, 24	+28.93K	0.03%
Zega Financial, LLC	21.66K	Sep 30, 24	+4.15K	0.02%
M&R CAPITAL MANAGEMENT INC	1.42K	Sep 30, 24	-560	0.00%
Peterson Financial Group, Inc.	41	Sep 30, 24	+41	0.00%
Relative Value Partners Group, LLC	184.53K	Jun 30, 24	+184.53K	0.17%
BENJAMIN F. EDWARDS & COMPANY, INC.	30.31K	Jun 30, 24	-27.71K	0.03%
ICA Group Wealth Management, LLC	7.74K	Jun 30, 24	-18.08K	0.01%
Epic Trust Investment Advisors, LLC	6.29K	Jun 30, 24	-414	0.01%
Private Ocean, LLC	--	Jun 30, 24	-214	--
Cetera Advisors LLC	1.10M	Mar 31, 24	-69.17K	1.02%
Coppell Advisory Solutions Corp.	545.89K	Mar 31, 24	+545.89K	0.50%
Cetera Advisor Networks LLC	475.62K	Mar 31, 24	+138.49K	0.44%
Derbend Asset Management	9.87K	Mar 31, 24	+3.40K	0.01%
WEALTHSOURCE PARTNERS, LLC	343.63K	Dec 31, 23	+97.24K	0.32%
DFPG INVESTMENTS, LLC	47.89K	Dec 31, 23	+839	0.04%
FOCUS FINANCIAL NETWORK INC /ADV	10.12K	Dec 31, 23	+10.12K	0.01%
DB Wealth Management Group, LLC	9.12K	Dec 31, 23	-2.63K	0.01%
Columbia Trust Co 01012016	--	Dec 31, 23	-10.36K	--
WealthOne, LLC	8.01K	Sep 30, 23	+52	0.01%
V Wealth Advisors LLC	--	Sep 30, 23	-9.21K	--
AJ WEALTH STRATEGIES, LLC	299.60K	Jun 30, 23	-744.09K	0.28%
BerganKDV Wealth Management, LLC	1.35K	Jun 30, 23	-2.19K	0.00%
Catalyst Wealth Management, LLC	25.68K	Mar 31, 23	-24.47K	0.02%
True Capital Management	21.66K	Mar 31, 23	+5.67K	0.02%
Laurel Wealth Advisors, Inc.	82.05K	Dec 31, 22	+8.40K	0.08%
TRUSTCORE FINANCIAL SERVICES, LLC	4.29K	Dec 31, 22	--	0.00%
TITLEIST ASSET MANAGEMENT, LTD.	3.43K	Dec 31, 22	--	0.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	363.83K	Sep 30, 22	+156.78K	0.34%
Kore Private Wealth LLC	162.82K	Sep 30, 22	+162.82K	0.15%
American Portfolios Advisors	63.20K	Sep 30, 22	+1.79K	0.06%
FURE FINANCIAL CORP	--	Sep 30, 22	-34	--
Brown Advisory Securities, LLC	--	Sep 30, 22	-4.22K	--
B. Riley Wealth Management, Inc.	131.48K	Jun 30, 22	-18.95K	0.12%
Frontier Wealth Management LLC	37.82K	Jun 30, 22	-1.91K	0.03%
Pinnacle Private Wealth, LLC	22.41K	Jun 30, 22	+14.72K	0.02%
Titus Wealth Management	10.44K	Jun 30, 22	-1.41K	0.01%
BIVIN & ASSOCIATES, INC.	359	Jun 30, 22	--	0.00%
Holloway Wealth Management, LLC	170.72K	Mar 31, 22	+134.48K	0.16%
BREITER CAPITAL MANAGEMENT INC	14.21K	Mar 31, 22	+14.21K	0.01%
STRATEGIC WEALTH MANAGEMENT INC	69.56K	Dec 31, 21	-99.21K	0.06%
NEXT Financial Group, Inc	10.81K	Dec 31, 21	+901	0.01%
Carroll Financial Associates, Inc.	--	Dec 31, 21	-126	--
Ameritas Investment Company, LLC	84.56K	Sep 30, 21	+22.81K	0.08%
Hochman Cole Investment Advisors, Inc.	48.74K	Sep 30, 21	-10.95K	0.04%
Cascadia Advisory Services, LLC	15.58K	Sep 30, 21	+2.77K	0.01%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	4.36K	Sep 30, 21	+4.36K	0.00%
Sonora Investment Management, LLC	1.25K	Sep 30, 21	--	0.00%
BBVA USA	--	Sep 30, 21	-400	--
20/20 Capital Management, Inc.	20.85K	Jun 30, 21	-7.93K	0.02%
Pinnacle Advisory Group, Inc.	11.77K	Mar 31, 21	+11.77K	0.01%
Winslow, Evans & Crocker, Inc.	85	Dec 31, 20	+85	0.00%
First Allied Advisory Services, Inc.	432.04K	Sep 30, 20	+7.73K	0.40%
SMITH CAPITAL MANAGEMENT INC /AR/ADV	114.27K	Sep 30, 20	+6.98K	0.11%
ACCURATE INVESTMENT SOLUTIONS, INC.	1.43K	Mar 31, 20	+1.43K	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	296.40K	Dec 31, 19	+104.40K	0.27%
Advisor Group, Inc.	261.61K	Dec 31, 19	+10.71K	0.24%
CAPITAL ONE, NATIONAL ASSOCIATION	108.01K	Dec 31, 19	+108.01K	0.10%
BB&T SECURITIES, LLC	324.31K	Sep 30, 19	+48.13K	0.30%
Shamrock Asset Management LLC	122.92K	Sep 30, 19	-4.85K	0.11%
Planning Solutions Group LLC	5.42K	Jun 30, 19	+760	0.00%
HL FINANCIAL SERVICES LLC	85.02K	Mar 31, 19	+12.92K	0.08%
RELIANCE TRUST CO OF DELAWARE	32.67K	Mar 31, 19	+1.24K	0.03%
WealthTrust Fairport, LLC	6.97K	Mar 31, 19	-1.66K	0.01%
Weatherstone Capital Management	--	Mar 31, 19	-4.56K	--
HAYS ADVISORY LLC	64.88K	Sep 30, 18	-17.96K	0.06%
AFAM CAPITAL, INC.	--	Sep 30, 18	-7.14K	--
SII INVESTMENTS INC/WI	27.30K	Dec 31, 17	+3.21K	0.03%
BB&T INVESTMENT SERVICES, INC.	506	Dec 31, 17	--	0.00%
IFC Holdings Incorporated/FL	--	Dec 31, 17	-17.22K	--
Commonwealth Equity Services, Inc	24.89K	Jun 30, 17	+17.05K	0.02%
Virtu KCG Holdings LLC	7.17K	Jun 30, 17	+7.17K	0.01%
Independent Portfolio Consultants, Inc.	805	Jun 30, 17	+805	0.00%
WFG Advisors, LP	500	Jun 30, 17	--	0.00%
MSI Financial Services Inc	21.32K	Dec 31, 16	-7.28K	0.02%
VSR Financial Services, Inc.	17.64K	Jun 30, 16	+17.64K	0.02%
F-Squared Investment Management, LLC	534.07K	Jun 30, 15	-11.45M	0.49%
MANAGED ACCOUNT ADVISORS LLC	11.40K	Jun 30, 15	+3.64K	0.01%
FolioMetrix LLC	10.74K	Jun 30, 15	+10.74K	0.01%

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Holder

Date

Change

% Held

Gradient Investments LLC

733.98K

Jun 30, 26

+71.05K

0.68%

TCP Asset Management, LLC

629.76K

Jun 30, 26

+56.44K

0.58%

Accurate Wealth Management, LLC

575.59K

Jun 30, 26

+371.00K

0.53%

Mainsail Financial Group, LLC

380.58K

Jun 30, 26

+67.37K

0.35%

PARK NATIONAL CORP /OH/

327.24K

Jun 30, 26

-11.99K

0.30%

Financial Enhancement Group LLC

310.06K

Jun 30, 26

+46.73K

0.29%

Prospera Financial Services Inc

309.88K

Jun 30, 26

-23.10K

0.29%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

292.46K

Jun 30, 26

-31.46K

0.27%

Summit Financial Wealth Advisors, LLC

291.44K

Jun 30, 26

+291.44K

0.27%

Ellsworth Advisors, LLC

235.69K

Jun 30, 26

+10.81K

0.22%

SHELTON WEALTH MANAGEMENT, LLC

218.23K

Jun 30, 26

+1.84K

0.20%

Stablepoint Partners, LLC

213.64K

Jun 30, 26

-5.94K

0.20%

G&S Capital LLC

97.80K

Jun 30, 26

+75.68K

0.09%

Commonwealth Financial Services, LLC

74.89K

Jun 30, 26

+74.89K

0.07%

Towerpoint Wealth, LLC

64.46K

Jun 30, 26

+2.70K

0.06%

Farther Finance Advisors, LLC

59.21K

Jun 30, 26

-180.11K

0.05%

Wealthcare Advisory Partners LLC

56.28K

Jun 30, 26

-8.93K

0.05%

RFG Advisory, LLC

55.94K

Jun 30, 26

-851

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

52.89K

Jun 30, 26

-12.50K

0.05%

Castle Rock Wealth Management, LLC

50.29K

Jun 30, 26

+89

0.05%

Key Client Fiduciary Advisors, LLC

46.95K

Jun 30, 26

+3.43K

0.04%

Merit Financial Group, LLC

43.81K

Jun 30, 26

-3.49K

0.04%

WILLNER & HELLER, LLC

40.63K

Jun 30, 26

+4.95K

0.04%

B. Riley Wealth Advisors, Inc.

38.08K

Jun 30, 26

+722

0.04%

Spire Wealth Management

35.83K

Jun 30, 26

-9.84K

0.03%

Purus Wealth Management, LLC

35.11K

Jun 30, 26

+985

0.03%

Cambridge Advisors Inc.

33.83K

Jun 30, 26

+13.02K

0.03%

Core Wealth Partners LLC

31.89K

Jun 30, 26

+2.57K

0.03%

Wisconsin Wealth Advisors, LLC

26.85K

Jun 30, 26

+39

0.02%

Quad-Cities Investment Group, LLC

25.88K

Jun 30, 26

-7.60K

0.02%

DAGCO, INC.

25.76K

Jun 30, 26

+5.18K

0.02%

Paladin Wealth, LLC

24.86K

Jun 30, 26

+2.29K

0.02%

VisionPoint Advisory Group, LLC

24.68K

Jun 30, 26

-10.90K

0.02%

White Wing Wealth Management

18.07K

Jun 30, 26

-4.04K

0.02%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

17.09K

Jun 30, 26

-5.68K

0.02%

Weitzel Financial Services, Inc.

16.20K

Jun 30, 26

-1.95K

0.01%

CARY STREET PARTNERS FINANCIAL LLC

15.99K

Jun 30, 26

+4.50K

0.01%

First Financial Group Corp

14.20K

Jun 30, 26

-1.11K

0.01%

Coastwise Capital Group, LLC

13.10K

Jun 30, 26

-349

0.01%

MANCHESTER FINANCIAL INC

11.74K

Jun 30, 26

-180.18K

0.01%

Sage Capital Advisors,llc

9.65K

Jun 30, 26

+99

0.01%

SLT Holdings LLC

9.29K

Jun 30, 26

-3.94K

0.01%

First Heartland Consultants, Inc.

8.29K

Jun 30, 26

-80

0.01%

SeaCrest Wealth Management, LLC

7.74K

Jun 30, 26

-866

0.01%

Stenger Family Office, LLC

7.07K

Jun 30, 26

-7.36K

0.01%

Capital Investment Counsel, LLC

6.80K

Jun 30, 26

-387

0.01%

WORLD EQUITY GROUP, INC.

6.78K

Jun 30, 26

-4.76K

0.01%

BRADY FAMILY WEALTH, LLC

4.95K

Jun 30, 26

-1

0.00%

Dynamic Advisor Solutions LLC

4.86K

Jun 30, 26

-1.59K

0.00%

SHEETS SMITH WEALTH MANAGEMENT

4.00K

Jun 30, 26

0.00%

Southland Equity Partners LLC

3.91K

Jun 30, 26

+113

0.00%

Brookstone Capital Management

3.88K

Jun 30, 26

+11

0.00%

Valeo Financial Advisors, LLC

3.85K

Jun 30, 26

-219

0.00%

GK Wealth Management LLC

3.69K

Jun 30, 26

+3.69K

0.00%

Nova Wealth Management, Inc.

2.45K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

1.23K

Jun 30, 26

+178

0.00%

HARBOR INVESTMENT ADVISORY, LLC

145

Jun 30, 26

0.00%

ATWOOD & PALMER INC

133

Jun 30, 26

0.00%

GAMMA Investing LLC

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

CX Institutional

Jun 30, 26

0.00%

IAMS WEALTH MANAGEMENT, LLC

Jun 30, 26

-12.10K

TrueWealth Advisors, LLC

Jun 30, 26

-3.61K

Flaharty Asset Management, LLC

Jun 30, 26

-5.83K

Crumly & Associates Inc.

Jun 30, 26

-9.32K

San Luis Wealth Advisors LLC

Jun 30, 26

-6.13K

Cannon Advisors, Inc.

Jun 30, 26

-23.93K

JFS WEALTH ADVISORS, LLC

Jun 30, 26

-500

PFG Advisors

Jun 30, 26

-4.39K

MORGAN STANLEY

14.20M

Mar 31, 26

+1.52M

13.09%

LPL Financial LLC

8.89M

Mar 31, 26

-5.14K

8.20%

WELLS FARGO & COMPANY/MN

7.93M

Mar 31, 26

-727.21K

7.31%

UBS Group AG

3.07M

Mar 31, 26

+222.26K

2.83%

ROYAL BANK OF CANADA

2.93M

Mar 31, 26

-52.42K

2.70%

Concurrent Investment Advisors, LLC

2.59M

Mar 31, 26

+2.53M

2.39%

RAYMOND JAMES FINANCIAL INC

2.46M

Mar 31, 26

-60.69K

2.26%

BANK OF AMERICA CORP /DE/

2.28M

Mar 31, 26

-72.92K

2.11%

Csenge Advisory Group

1.90M

Mar 31, 26

+23.36K

1.75%

Cetera Investment Advisers

1.58M

Mar 31, 26

-211.45K

1.45%

STIFEL FINANCIAL CORP

1.19M

Mar 31, 26

+6.80K

1.09%

ADVISOR GROUP HOLDINGS, INC.

1.15M

Mar 31, 26

+67.77K

1.06%

Cambridge Investment Research Advisors, Inc.

1.02M

Mar 31, 26

+43.00K

0.94%

ENVESTNET ASSET MANAGEMENT INC

827.24K

Mar 31, 26

-54.95K

0.76%

Hansen & Associates Financial Group, Inc.

794.08K

Mar 31, 26

+794.08K

0.73%

GDS Wealth Management

709.78K

Mar 31, 26

-149.29K

0.65%

WILEY BROS.-AINTREE CAPITAL, LLC

662.28K

Mar 31, 26

+75.27K

0.61%

Bramshill Investments, LLC

655.80K

Mar 31, 26

+655.80K

0.60%

COMMONWEALTH EQUITY SERVICES, LLC

636.66K

Mar 31, 26

-27.47K

0.59%

TRUIST FINANCIAL CORP

556.46K

Mar 31, 26

-16.03K

0.51%

Guided Capital Wealth Management, LLC

551.62K

Mar 31, 26

+541.30K

0.51%

Steward Partners Investment Advisory, LLC

513.70K

Mar 31, 26

+30.31K

0.47%

Mariner, LLC

486.56K

Mar 31, 26

-3.68K

0.45%

IFP Advisors, Inc

435.53K

Mar 31, 26

+118.72K

0.40%

Kingsview Wealth Management, LLC

423.00K

Mar 31, 26

-18.54K

0.39%

Kaydan Wealth Management, Inc.

419.55K

Mar 31, 26

+4.05K

0.39%

Janney Montgomery Scott LLC

398.65K

Mar 31, 26

-217.88K

0.37%

Holistic Planning, LLC

386.05K

Mar 31, 26

+73.32K

0.36%

Gateway Wealth Partners, LLC

360.02K

Mar 31, 26

+206.62K

0.33%

Atria Investments, Inc

358.52K

Mar 31, 26

+25.15K

0.33%

NewEdge Advisors, LLC

332.81K

Mar 31, 26

-14.10K

0.31%

HBK Sorce Advisory LLC

330.96K

Mar 31, 26

-7.92K

0.31%

Independent Advisor Alliance

315.22K

Mar 31, 26

+315.22K

0.29%

Balboa Wealth Partners

304.85K

Mar 31, 26

+258.96K

0.28%

HighTower Advisors, LLC

293.70K

Mar 31, 26

+1.96K

0.27%

LAKE STREET FINANCIAL LLC

293.57K

Mar 31, 26

+34.04K

0.27%

Western Wealth Management, LLC

291.41K

Mar 31, 26

+15.57K

0.27%

HARBOUR INVESTMENTS, INC.

282.85K

Mar 31, 26

+55.43K

0.26%

Private Advisor Group, LLC

262.01K

Mar 31, 26

-1.33K

0.24%

WESBANCO BANK INC

255.55K

Mar 31, 26

+49.66K

0.24%

FLAGSHIP HARBOR ADVISORS, LLC

250.09K

Mar 31, 26

+7.14K

0.23%

Jaffetilchin Investment Partners, LLC

240.45K

Mar 31, 26

-20.01K

0.22%

Avestar Capital, LLC

229.09K

Mar 31, 26

+131.98K

0.21%

TITLEIST ASSET MANAGEMENT, LLC

224.83K

Mar 31, 26

-4.71K

0.21%

Petix & Botte Co

221.09K

Mar 31, 26

-2.11K

0.20%

Capital Investment Advisory Services, LLC

214.24K

Mar 31, 26

-17.25K

0.20%

Kestra Advisory Services, LLC

213.42K

Mar 31, 26

+42.40K

0.20%

Triad Wealth Partners, LLC

211.03K

Mar 31, 26

-80.91K

0.19%

CITIGROUP INC

196.72K

Mar 31, 26

+6.85K

0.18%

Sterling Manor Financial, LLC

191.00K

Mar 31, 26

+6.39K

0.18%

IronBridge Private Wealth, LLC

188.41K

Mar 31, 26

+188.41K

0.17%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

180.22K

Mar 31, 26

-4.61K

0.17%

CWM, LLC

175.62K

Mar 31, 26

+7.00K

0.16%

Equitable Holdings, Inc.

167.70K

Mar 31, 26

+38.00K

0.15%

Kovack Advisors, Inc.

164.23K

Mar 31, 26

+96.02K

0.15%

Transcendent Capital Group LLC

161.16K

Mar 31, 26

-16.99K

0.15%

Clear Creek Financial Management, LLC

160.11K

Mar 31, 26

+59.54K

0.15%

Cassia Capital Partners, LLC

156.30K

Mar 31, 26

-1.67K

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

154.77K

Mar 31, 26

+154.77K

0.14%

OPPENHEIMER & CO INC

154.25K

Mar 31, 26

-649

0.14%

Sanctuary Advisors, LLC

153.54K

Mar 31, 26

-2.56K

0.14%

Triumph Capital Management

152.32K

Mar 31, 26

-68.47K

0.14%

Mutual Advisors, LLC

150.42K

Mar 31, 26

-53.77K

0.14%

D.A. DAVIDSON & CO.

150.18K

Mar 31, 26

+705

0.14%

Integrated Advisors Network LLC

149.54K

Mar 31, 26

+22.14K

0.14%

Ausdal Financial Partners, Inc.

147.29K

Mar 31, 26

+9.38K

0.14%

FIFTH THIRD BANCORP

146.99K

Mar 31, 26

+146.99K

0.14%

McGuire Investment Group, LLC

146.53K

Mar 31, 26

-3.35K

0.14%

Rockefeller Capital Management L.P.

146.26K

Mar 31, 26

-57.77K

0.13%

Virtus Wealth Solutions LLC

140.92K

Mar 31, 26

-3.05K

0.13%

Ameritas Advisory Services, LLC

140.41K

Mar 31, 26

+5.06K

0.13%

Capasso Planning Partners LLC

139.19K

Mar 31, 26

+11.72K

0.13%

KESTRA PRIVATE WEALTH SERVICES, LLC

137.61K

Mar 31, 26

-36.02K

0.13%

TWIN PEAKS WEALTH ADVISORS, LLC

135.89K

Mar 31, 26

+9.40K

0.13%

RiverTree Advisors, LLC

134.53K

Mar 31, 26

-9.60K

0.12%

Proactive Wealth Strategies LLC

133.53K

Mar 31, 26

+66.55K

0.12%

Kinloch Capital, LLC

132.32K

Mar 31, 26

+34.55K

0.12%

Harvest Investment Services, LLC

131.31K

Mar 31, 26

-23.02K

0.12%

Synergy Asset Management, LLC

130.51K

Mar 31, 26

+74.22K

0.12%

Ifrah Financial Services, Inc.

130.37K

Mar 31, 26

-2.33K

0.12%

TD Capital Management LLC

128.67K

Mar 31, 26

-4.75K

0.12%

HighPoint Advisor Group LLC

126.59K

Mar 31, 26

+32.23K

0.12%

Simplicity Wealth,LLC

126.21K

Mar 31, 26

-13.54K

0.12%

Ashton Thomas Private Wealth, LLC

123.52K

Mar 31, 26

-4.00K

0.11%

Stratos Wealth Partners, LTD.

120.59K

Mar 31, 26

-23.02K

0.11%

Vestmark Advisory Solutions, Inc.

118.51K

Mar 31, 26

+94.77K

0.11%

GREAT VALLEY ADVISOR GROUP, INC.

116.44K

Mar 31, 26

+26.55K

0.11%

WealthPlan Investment Management, LLC

112.71K

Mar 31, 26

+5.43K

0.10%

1776 Wealth LLC

109.98K

Mar 31, 26

-3.78K

0.10%

CI Private Wealth, LLC

109.83K

Mar 31, 26

+2.53K

0.10%

Fairway Financial, LLC

103.76K

Mar 31, 26

+1.92K

0.10%

Sigma Planning Corp

101.16K

Mar 31, 26

+32.21K

0.09%

Baird Financial Group, Inc.

99.73K

Mar 31, 26

-56.61K

0.09%

Nilsine Partners, LLC

96.18K

Mar 31, 26

+6.60K

0.09%

PCG Wealth Advisors, LLC

95.66K

Mar 31, 26

-399

0.09%

DAYMARK WEALTH PARTNERS, LLC

92.54K

Mar 31, 26

-22.20K

0.09%

Stratos Wealth Advisors, LLC

91.90K

Mar 31, 26

-7.09K

0.08%

EdgeRock Capital LLC

89.63K

Mar 31, 26

-32.69K

0.08%

Inspire Advisors, LLC

87.02K

Mar 31, 26

+78.22K

0.08%

SageGuard Financial Group, LLC

83.85K

Mar 31, 26

+83.85K

0.08%

J.W. COLE ADVISORS, INC.

83.53K

Mar 31, 26

+10.87K

0.08%

FIRST TRUST ADVISORS LP

81.09K

Mar 31, 26

-119.49K

0.07%

KINGSWOOD WEALTH ADVISORS, LLC

80.50K

Mar 31, 26

+80.50K

0.07%

NewEdge Wealth, LLC

80.33K

Mar 31, 26

-1.25K

0.07%

Gladstone Institutional Advisory LLC

80.13K

Mar 31, 26

-99.45K

0.07%

CreativeOne Wealth, LLC

79.65K

Mar 31, 26

+17.64K

0.07%

AE Wealth Management LLC

77.32K

Mar 31, 26

-24.76K

0.07%

CALTON & ASSOCIATES, INC.

75.95K

Mar 31, 26

-2.65K

0.07%

JPMORGAN CHASE & CO

75.50K

Mar 31, 26

-68.98K

0.07%

Snowden Capital Advisors LLC

74.05K

Mar 31, 26

+503

0.07%

MML INVESTORS SERVICES, LLC

73.43K

Mar 31, 26

-37.14K

0.07%

Foundations Investment Advisors, LLC

70.41K

Mar 31, 26

+46.89K

0.06%

BELLEVUE ASSET MANAGEMENT, LLC

68.89K

Mar 31, 26

-1.45K

0.06%

OPINICUS CAPITAL, INC.

68.00K

Mar 31, 26

+31.36K

0.06%

Cresset Asset Management, LLC

67.35K

Mar 31, 26

+5.81K

0.06%

Centerpoint Advisory Group

67.16K

Mar 31, 26

+39.88K

0.06%

Prime Capital Investment Advisors, LLC

64.42K

Mar 31, 26

+781

0.06%

Aprio Wealth Management, LLC

62.58K

Mar 31, 26

-3.24K

0.06%

StoneX Group Inc.

58.37K

Mar 31, 26

-60.20K

0.05%

WCG Wealth Advisors LLC

57.75K

Mar 31, 26

-405

0.05%

Legacy Wealth Managment, LLC/ID

57.64K

Mar 31, 26

-50

0.05%

Claris Financial LLC

56.89K

Mar 31, 26

+5.27K

0.05%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

56.65K

Mar 31, 26

-3.74K

0.05%

CITIZENS FINANCIAL GROUP INC/RI

56.44K

Mar 31, 26

+371

0.05%

GUARDIAN WEALTH ADVISORS, LLC / NC

56.20K

Mar 31, 26

+42

0.05%

Cornerstone Wealth Management, LLC

54.84K

Mar 31, 26

-1.38K

0.05%

MGO ONE SEVEN LLC

53.46K

Mar 31, 26

-7.22K

0.05%

Arkadios Wealth Advisors

51.86K

Mar 31, 26

+9.91K

0.05%

Great Lakes Retirement, Inc.

51.83K

Mar 31, 26

+4.51K

0.05%

Advisory Alpha, LLC

51.73K

Mar 31, 26

-13.00K

0.05%

BENJAMIN EDWARDS INC

51.01K

Mar 31, 26

-1.55K

0.05%

Arete Wealth Advisors, LLC

49.91K

Mar 31, 26

-140

0.05%

Kesler, Norman & Wride, LLC

49.28K

Mar 31, 26

+25.25K

0.05%

Summit Wealth Partners, LLC

48.22K

Mar 31, 26

-7.98K

0.04%

Moment Partners, LLC

47.81K

Mar 31, 26

+47.81K

0.04%

Golden State Wealth Management, LLC

47.43K

Mar 31, 26

-43

0.04%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

47.26K

Mar 31, 26

-26.74K

0.04%

Geneos Wealth Management Inc.

46.02K

Mar 31, 26

-4.67K

0.04%

NWF Advisory Services Inc.

42.20K

Mar 31, 26

+42.20K

0.04%

Beacon Pointe Advisors, LLC

41.07K

Mar 31, 26

-2.79K

0.04%

SRS Capital Advisors, Inc.

40.53K

Mar 31, 26

-13.04K

0.04%

Pine Valley Investments Ltd Liability Co

40.23K

Mar 31, 26

-1.59K

0.04%

LaSalle St. Investment Advisors, LLC

40.01K

Mar 31, 26

-587

0.04%

Keystone Wealth Services, LLC

38.42K

Mar 31, 26

-1.26K

0.04%

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

36.20K

Mar 31, 26

+2.03K

0.03%

Investor's Fiduciary Advisor Network, LLC

35.76K

Mar 31, 26

-295

0.03%

Concorde Asset Management, LLC

34.54K

Mar 31, 26

-66.76K

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

34.32K

Mar 31, 26

-1.58K

0.03%

Beacon Financial Advisory LLC

34.09K

Mar 31, 26

-839

0.03%

STEPHENS INC /AR/

33.77K

Mar 31, 26

-398

0.03%

Continuum Advisory, LLC

33.30K

Mar 31, 26

+11.85K

0.03%

360 Financial, Inc.

32.67K

Mar 31, 26

+141

0.03%

WELCH & FORBES LLC

32.65K

Mar 31, 26

-2.41K

0.03%

Integrated Wealth Concepts LLC

31.82K

Mar 31, 26

+18.39K

0.03%

Insight Advisors, LLC/ PA

31.81K

Mar 31, 26

-5.84K

0.03%

Maridea Wealth Management LLC

31.18K

Mar 31, 26

-4.41K

0.03%

Aptus Capital Advisors, LLC

31.18K

Mar 31, 26

-218.28K

0.03%

IHT Wealth Management, LLC

30.20K

Mar 31, 26

+1.91K

0.03%

Core Wealth Partners LLC

29.32K

Mar 31, 26

-1.79K

0.03%

WEDBUSH SECURITIES INC

29.12K

Mar 31, 26

-1.71K

0.03%

INSIGNEO ADVISORY SERVICES, LLC

28.41K

Mar 31, 26

-750

0.03%

PRINCIPAL SECURITIES, INC.

28.02K

Mar 31, 26

-3.44K

0.03%

Summit Financial, LLC

27.92K

Mar 31, 26

-5.36K

0.03%

Authentikos Wealth Advisory, LLC

27.57K

Mar 31, 26

-4.52K

0.03%

US BANCORP \DE\

26.77K

Mar 31, 26

+19.16K

0.02%

Mount Yale Investment Advisors, LLC

26.62K

Mar 31, 26

+17.57K

0.02%

Chicago Partners Investment Group LLC

25.88K

Mar 31, 26

+3.26K

0.02%

Maia Wealth LLC

25.28K

Mar 31, 26

-1.52K

0.02%

VAUGHAN DAVID INVESTMENTS LLC/IL

25.00K

Mar 31, 26

0.02%

PRIVATE TRUST CO NA

24.99K

Mar 31, 26

-8.72K

0.02%

Scarborough Advisors, LLC

24.73K

Mar 31, 26

-421

0.02%

Apollon Wealth Management, LLC

24.70K

Mar 31, 26

0.02%

IMG Wealth Management, Inc.

24.12K

Mar 31, 26

-534

0.02%

NAPLES GLOBAL ADVISORS, LLC

23.22K

Mar 31, 26

-3.64K

0.02%

CONDOR CAPITAL MANAGEMENT

23.22K

Mar 31, 26

-3.45K

0.02%

TKG Advisors, LLC

23.00K

Mar 31, 26

+23.00K

0.02%

Brown Financial Advisors

22.80K

Mar 31, 26

-1.08K

0.02%

Golden State Equity Partners

22.72K

Mar 31, 26

+13.12K

0.02%

Creative Planning

22.56K

Mar 31, 26

+8.21K

0.02%

Uncommon Cents Investing LLC

22.12K

Mar 31, 26

+55

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

21.48K

Mar 31, 26

+21.48K

0.02%

ASSETMARK, INC

20.91K

Mar 31, 26

+1.89K

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

20.86K

Mar 31, 26

+9.39K

0.02%

Second Line Capital, LLC

20.80K

Mar 31, 26

-213.04K

0.02%

Miracle Mile Advisors, LLC

20.63K

Mar 31, 26

0.02%

Darwin Wealth Management, LLC

20.61K

Mar 31, 26

+5.94K

0.02%

KKM Financial LLC

19.32K

Mar 31, 26

0.02%

Symphony Financial, Ltd. Co.

18.88K

Mar 31, 26

-7.42K

0.02%

NBC SECURITIES, INC.

18.65K

Mar 31, 26

-616

0.02%

MTM Investment Management, LLC

17.91K

Mar 31, 26

0.02%

Park Square Financial Group, LLC

17.84K

Mar 31, 26

-1.23K

0.02%

Resources Investment Advisors, LLC.

17.79K

Mar 31, 26

+8.39K

0.02%

Paul Damon & Associates, Inc.

17.11K

Mar 31, 26

-14.26K

0.02%

Wealth Watch Advisors, INC

16.73K

Mar 31, 26

+864

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

16.60K

Mar 31, 26

+16.60K

0.02%

Keystone Financial Group

16.49K

Mar 31, 26

+16.49K

0.02%

Strategic Financial Concepts, LLC

16.00K

Mar 31, 26

+16.00K

0.01%

Regal Investment Advisors LLC

15.75K

Mar 31, 26

+15.75K

0.01%

Pensionmark Financial Group, LLC

15.20K

Mar 31, 26

+15.20K

0.01%

Signal Advisors Wealth, LLC

15.02K

Mar 31, 26

+4.70K

0.01%

MAI Capital Management

14.62K

Mar 31, 26

+352

0.01%

Wealth Management Associates, Inc.

14.54K

Mar 31, 26

-711

0.01%

Refined Wealth Management

14.21K

Mar 31, 26

0.01%

GeoWealth Management, LLC

14.05K

Mar 31, 26

+14.05K

0.01%

Prasad Wealth Partners, LLC

13.89K

Mar 31, 26

+712

0.01%

Front Row Advisors LLC

13.80K

Mar 31, 26

-2.20K

0.01%

Texas Yale Capital Corp.

13.38K

Mar 31, 26

-5.50K

0.01%

PFG Investments, LLC

13.24K

Mar 31, 26

+9.13K

0.01%

SILVER OAK SECURITIES, INCORPORATED

13.09K

Mar 31, 26

-13.62K

0.01%

Prosperity Consulting Group, LLC

12.51K

Mar 31, 26

-3.31K

0.01%

Mattson Financial Services, LLC

12.49K

Mar 31, 26

+718

0.01%

Madden Advisory Services, Inc.

12.28K

Mar 31, 26

-18

0.01%

Advyzon Investment Management, LLC

12.12K

Mar 31, 26

-2.69K

0.01%

IAMS WEALTH MANAGEMENT, LLC

12.10K

Mar 31, 26

-27.49K

0.01%

CAPTRUST FINANCIAL ADVISORS

11.92K

Mar 31, 26

+5.48K

0.01%

Wagner Wealth Management, LLC

11.63K

Mar 31, 26

+76

0.01%

PKS Advisory Services, LLC

11.29K

Mar 31, 26

-3.27K

0.01%

Sowell Financial Services LLC

11.17K

Mar 31, 26

-87

0.01%

CHIRON CAPITAL MANAGEMENT, LLC

11.12K

Mar 31, 26

+11.12K

0.01%

Objective Capital Management, LLC

10.87K

Mar 31, 26

+26

0.01%

Waverly Advisors, LLC

10.86K

Mar 31, 26

+724

0.01%

Luken Investment Analytics, LLC

10.64K

Mar 31, 26

-364.65K

0.01%

Moors & Cabot, Inc.

10.54K

Mar 31, 26

-178

0.01%

TRUST CO OF VIRGINIA /VA

10.13K

Mar 31, 26

0.01%

Archer Investment Corp

10.02K

Mar 31, 26

-726

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

9.81K

Mar 31, 26

-903

0.01%

Valmark Advisers, Inc.

9.73K

Mar 31, 26

-1.62K

0.01%

Cerity Partners LLC

9.40K

Mar 31, 26

0.01%

QP WEALTH MANAGEMENT, LLC

9.32K

Mar 31, 26

+1.35K

0.01%

Latitude Advisors, LLC

9.22K

Mar 31, 26

-13

0.01%

FSC Wealth Advisors, LLC

9.12K

Mar 31, 26

-90.76K

0.01%

Qube Research & Technologies Ltd

9.02K

Mar 31, 26

+9.02K

0.01%

Gibbs Wealth Management

8.87K

Mar 31, 26

+3.99K

0.01%

Envestnet Portfolio Solutions, Inc.

8.56K

Mar 31, 26

-3.01K

0.01%

Aries Wealth Management

8.50K

Mar 31, 26

0.01%

COTTONWOOD CAPITAL ADVISORS, LLC

8.40K

Mar 31, 26

-560

0.01%

Brinker Capital Investments, LLC

8.13K

Mar 31, 26

-23.12K

0.01%

Collaborative Wealth Managment Inc.

8.12K

Mar 31, 26

+8.12K

0.01%

Rathbones Group PLC

8.11K

Mar 31, 26

-317

0.01%

BYRNE FINANCIAL FREEDOM, LLC

8.01K

Mar 31, 26

+8.01K

0.01%

RAHLFS CAPITAL, LLC

7.85K

Mar 31, 26

0.01%

Meridian Wealth Management, LLC

7.59K

Mar 31, 26

+114

0.01%

NBT BANK N A /NY

7.36K

Mar 31, 26

+7.24K

0.01%

Sovran Advisors, LLC

7.19K

Mar 31, 26

-731

0.01%

Strid Group, LLC

7.14K

Mar 31, 26

-3.93K

0.01%

FLOW TRADERS U.S. LLC

7.08K

Mar 31, 26

+7.08K

0.01%

CENTAURUS FINANCIAL, INC.

7.05K

Mar 31, 26

-1.44K

0.01%

Brookwood Investment Group LLC

7.04K

Mar 31, 26

+1.40K

0.01%

Huntleigh Advisors, Inc.

6.97K

Mar 31, 26

+3.54K

0.01%

Quadrature Capital Ltd

6.90K

Mar 31, 26

+6.90K

0.01%

Lunt Capital Management, Inc.

6.80K

Mar 31, 26

0.01%

LEE DANNER & BASS INC

6.55K

Mar 31, 26

0.01%

TCFG WEALTH MANAGEMENT, LLC

6.11K

Mar 31, 26

0.01%

Schwallier Wealth Management LLC

6.09K

Mar 31, 26

-2.70K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

5.88K

Mar 31, 26

-65

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

5.85K

Mar 31, 26

-2.88K

0.01%

Cherry Creek Investment Advisors, Inc.

5.71K

Mar 31, 26

+33

0.01%

U.S. Capital Wealth Advisors, LLC

5.71K

Mar 31, 26

+1.41K

0.01%

CRUX WEALTH ADVISORS

5.51K

Mar 31, 26

+642

0.01%

Tidemark, LLC

5.46K

Mar 31, 26

0.01%

Richmond Investment Services, LLC

5.34K

Mar 31, 26

-33

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

5.13K

Mar 31, 26

-413

0.00%

Merkkuri Wealth Advisors LLC

5.09K

Mar 31, 26

+27

0.00%

Keebeck Wealth Management, LLC

5.04K

Mar 31, 26

-1.10K

0.00%

Delos Wealth Advisors, LLC

5.00K

Mar 31, 26

+5.00K

0.00%

Advisory Services Network, LLC

4.82K

Mar 31, 26

-300

0.00%

AssuredPartners Investment Advisors, LLC

4.73K

Mar 31, 26

+4.73K

0.00%

MERCER GLOBAL ADVISORS INC /ADV

4.54K

Mar 31, 26

+4.54K

0.00%

PFS Partners, LLC

4.50K

Mar 31, 26

-997

0.00%

Del-Sette Capital Management, LLC

4.29K

Mar 31, 26

+357

0.00%

Ascension Capital Advisors, Inc.

4.28K

Mar 31, 26

-416

0.00%

Parallel Advisors, LLC

4.12K

Mar 31, 26

+3.99K

0.00%

Perennial Investment Advisors, LLC

4.07K

Mar 31, 26

+75

0.00%

XTX Topco Ltd

4.02K

Mar 31, 26

+4.02K

0.00%

PMV Capital Advisers, LLC

3.98K

Mar 31, 26

-968

0.00%

CacheTech Inc.

3.97K

Mar 31, 26

0.00%

OneAscent Family Office, LLC

3.95K

Mar 31, 26

0.00%

Simmons Bank

3.93K

Mar 31, 26

+3.93K

0.00%

Strait & Sound Wealth Management LLC

3.83K

Mar 31, 26

-468

0.00%

AMERIPRISE FINANCIAL INC

3.80K

Mar 31, 26

+3.80K

0.00%

Stonebridge Financial Planning Group, LLC

3.72K

Mar 31, 26

+3.72K

0.00%

PARK AVENUE SECURITIES LLC

3.71K

Mar 31, 26

+3.71K

0.00%

Hilltop Holdings Inc.

3.65K

Mar 31, 26

-1.28K

0.00%

Redwood Wealth Management Group, LLC

3.56K

Mar 31, 26

-91

0.00%

BANK OF MONTREAL /CAN/

3.53K

Mar 31, 26

-1.14K

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

3.45K

Mar 31, 26

+209

0.00%

HARMONY ASSET MANAGEMENT LLC

3.37K

Mar 31, 26

-60

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

3.18K

Mar 31, 26

-731

0.00%

AMERIFLEX GROUP, INC.

3.10K

Mar 31, 26

-112

0.00%

Oakworth Capital, Inc.

2.50K

Mar 31, 26

+2.50K

0.00%

Westside Investment Management, Inc.

2.10K

Mar 31, 26

0.00%

Dunhill Financial, LLC

2.09K

Mar 31, 26

-54

0.00%

Global Trust Asset Management, LLC

2.06K

Mar 31, 26

0.00%

Private Wealth Asset Management, LLC

2.00K

Mar 31, 26

0.00%

Root Financial Partners, LLC

1.68K

Mar 31, 26

-200

0.00%

Larson Financial Group LLC

1.57K

Mar 31, 26

+259

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

1.44K

Mar 31, 26

+1.44K

0.00%

Glen Eagle Advisors, LLC

1.24K

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

1.21K

Mar 31, 26

-255

0.00%

DHJJ Financial Advisors, Ltd.

1.09K

Mar 31, 26

-141

0.00%

KELLEHER FINANCIAL ADVISORS

921

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

915

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

906

Mar 31, 26

+682

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

900

Mar 31, 26

-250

0.00%

BlackRock, Inc.

850

Mar 31, 26

+850

0.00%

Parkside Financial Bank & Trust

800

Mar 31, 26

0.00%

Anchor Investment Management, LLC

700

Mar 31, 26

+700

0.00%

Insight Inv LLC

700

Mar 31, 26

0.00%

BLAIR WILLIAM & CO/IL

691

Mar 31, 26

-37

0.00%

Sunbelt Securities, Inc.

649

Mar 31, 26

0.00%

TSFG, LLC

643

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

533

Mar 31, 26

0.00%

DUNCKER STREETT & CO INC

500

Mar 31, 26

0.00%

Sound Income Strategies, LLC

405

Mar 31, 26

0.00%

ORG Wealth Partners, LLC

292

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

290

Mar 31, 26

0.00%

Pacific Center for Financial Services

276

Mar 31, 26

+276

0.00%

Capital Analysts, LLC

219

Mar 31, 26

0.00%

IMA Wealth, Inc.

189

Mar 31, 26

0.00%

Allworth Financial LP

151

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+87

0.00%

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

+49

0.00%

HAZLETT, BURT & WATSON, INC.

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

Mar 31, 26

-423

0.00%

Clearstead Advisors, LLC

Mar 31, 26

0.00%

Caitlin John, LLC

Mar 31, 26

0.00%

Comprehensive Financial Planning, Inc./PA

Mar 31, 26

0.00%

SBI Securities Co., Ltd.

Mar 31, 26

-1

0.00%

Lloyd Advisory Services, LLC.

Mar 31, 26

+13

0.00%

Kingdom Financial Group LLC.

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-13

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

-16.03K

0.00%

Ronald Blue Trust, Inc.

Mar 31, 26

-771

0.00%

Advisor OS, LLC

Mar 31, 26

-3.67K

Farmers & Merchants Trust Co of Long Beach

Mar 31, 26

-12.12K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-14.23K

Paragon Private Wealth Management, LLC

Mar 31, 26

-3.65K

Clear Point Advisors Inc.

Mar 31, 26

-25.78K

Global Assets Advisory, LLC

Mar 31, 26

-13.10K

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-48.75K

Paragon Advisors, LLC

Mar 31, 26

-14.59K

Independent Wealth Network Inc.

Mar 31, 26

-4.73K

GTS SECURITIES LLC

Mar 31, 26

-30.70K

Coppell Advisory Solutions LLC

Mar 31, 26

-391.71K

TFB Advisors LLC

Mar 31, 26

-3.35K

ENCOMPASS WEALTH ADVISORS, LLC

Mar 31, 26

-3.34K

Morton Brown Family Wealth, LLC

Mar 31, 26

-35

IFG Advisory, LLC

Mar 31, 26

-31.02K

TUCKER ASSET MANAGEMENT LLC

616.14K

Dec 31, 25

-4.22K

0.57%

COMERICA BANK

119.02K

Dec 31, 25

-1.71K

0.11%

Main Street Financial Solutions, LLC

11.39K

Dec 31, 25

-163

0.01%

Global Retirement Partners, LLC

11.07K

Dec 31, 25

+4.31K

0.01%

GPS Wealth Strategies Group, LLC

9.57K

Dec 31, 25

-41.60K

0.01%

Janney Capital Management LLC

7.03K

Dec 31, 25

+7.03K

0.01%

Motiv8 Investments LLC

3.96K

Dec 31, 25

-79

0.00%

SageView Advisory Group, LLC

161

Dec 31, 25

+161

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

-1.13K

Moloney Securities Asset Management, LLC

143.52K

Sep 30, 25

+16.40K

0.13%

Shilanski & Associates, Inc.

109.13K

Sep 30, 25

+4.13K

0.10%

SYNOVUS FINANCIAL CORP

90.50K

Sep 30, 25

+12.55K

0.08%

Brueske Advisory Services, LLC

34.16K

Sep 30, 25

+2.79K

0.03%

EWG Elevate Inc.

21.28K

Sep 30, 25

-51.35K

0.02%

L.M. KOHN & COMPANY

18.72K

Sep 30, 25

-1.72K

0.02%

Abich Financial Wealth Management LLC

166

Sep 30, 25

+166

0.00%

Financial Advocates Investment Management

Sep 30, 25

-44.67K

Lion Street Advisors, LLC

Sep 30, 25

-38.66K

AVANTAX ADVISORY SERVICES, INC.

296.34K

Jun 30, 25

+8.51K

0.27%

Atria Wealth Solutions, Inc.

131.62K

Jun 30, 25

-28.19K

0.12%

Sebold Capital Management, Inc.

65.46K

Jun 30, 25

-18.04K

0.06%

Good Life Advisors, LLC

28.77K

Jun 30, 25

-246

0.03%

Tyler-Stone Wealth Management

15.31K

Jun 30, 25

0.01%

Legacy Investment Solutions, LLC

9.78K

Jun 30, 25

+9.78K

0.01%

HICKORY ASSET MANAGEMENT, INC.

5.92K

Jun 30, 25

+65

0.01%

TFG Advisers LLC

4.44K

Jun 30, 25

+168

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

-183

Orion Portfolio Solutions, LLC

14.84K

Mar 31, 25

+2.19K

0.01%

Grant/GrossMendelsohn, LLC

12.07K

Mar 31, 25

+4.78K

0.01%

Alpha Omega Group, Inc.

6.95K

Mar 31, 25

0.01%

Gray Wealth Management Inc.

26.23K

Dec 31, 24

-1.10K

0.02%

WR Wealth Planners, LLC

12.64K

Dec 31, 24

+207

0.01%

TAP Consulting, LLC

12.33K

Dec 31, 24

-13.43K

0.01%

Private Portfolio Partners LLC

6.79K

Dec 31, 24

-3.42K

0.01%

Householder Group Estate & Retirement Specialist, LLC

2.06K

Dec 31, 24

-952

0.00%

WINTRUST INVESTMENTS LLC

862

Dec 31, 24

-2.90K

0.00%

Raymond James Financial Services Advisors, Inc.

1.77M

Sep 30, 24

+117.81K

1.63%

RAYMOND JAMES & ASSOCIATES

926.49K

Sep 30, 24

-220.52K

0.85%

CEDRUS LLC

91.17K

Sep 30, 24

+71.04K

0.08%

FinTrust Capital Advisors, LLC

53.01K

Sep 30, 24

+37.76K

0.05%

RAYMOND JAMES TRUST N.A.

36.77K

Sep 30, 24

-514

0.03%

VitalStone Financial, LLC

31.41K

Sep 30, 24

+28.93K

0.03%

Zega Financial, LLC

21.66K

Sep 30, 24

+4.15K

0.02%

M&R CAPITAL MANAGEMENT INC

1.42K

Sep 30, 24

-560

0.00%

Peterson Financial Group, Inc.

Sep 30, 24

+41

0.00%

Relative Value Partners Group, LLC

184.53K

Jun 30, 24

+184.53K

0.17%

BENJAMIN F. EDWARDS & COMPANY, INC.

30.31K

Jun 30, 24

-27.71K

0.03%

ICA Group Wealth Management, LLC

7.74K

Jun 30, 24

-18.08K

0.01%

Epic Trust Investment Advisors, LLC

6.29K

Jun 30, 24

-414

0.01%

Private Ocean, LLC

Jun 30, 24

-214

Cetera Advisors LLC

1.10M

Mar 31, 24

-69.17K

1.02%

Coppell Advisory Solutions Corp.

545.89K

Mar 31, 24

+545.89K

0.50%

Cetera Advisor Networks LLC

475.62K

Mar 31, 24

+138.49K

0.44%

Derbend Asset Management

9.87K

Mar 31, 24

+3.40K

0.01%

WEALTHSOURCE PARTNERS, LLC

343.63K

Dec 31, 23

+97.24K

0.32%

DFPG INVESTMENTS, LLC

47.89K

Dec 31, 23

+839

0.04%

FOCUS FINANCIAL NETWORK INC /ADV

10.12K

Dec 31, 23

+10.12K

0.01%

DB Wealth Management Group, LLC

9.12K

Dec 31, 23

-2.63K

0.01%

Columbia Trust Co 01012016

Dec 31, 23

-10.36K

WealthOne, LLC

8.01K

Sep 30, 23

+52

0.01%

V Wealth Advisors LLC

Sep 30, 23

-9.21K

AJ WEALTH STRATEGIES, LLC

299.60K

Jun 30, 23

-744.09K

0.28%

BerganKDV Wealth Management, LLC

1.35K

Jun 30, 23

-2.19K

0.00%

Catalyst Wealth Management, LLC

25.68K

Mar 31, 23

-24.47K

0.02%

True Capital Management

21.66K

Mar 31, 23

+5.67K

0.02%

Laurel Wealth Advisors, Inc.

82.05K

Dec 31, 22

+8.40K

0.08%

TRUSTCORE FINANCIAL SERVICES, LLC

4.29K

Dec 31, 22

0.00%

TITLEIST ASSET MANAGEMENT, LTD.

3.43K

Dec 31, 22

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

363.83K

Sep 30, 22

+156.78K

0.34%

Kore Private Wealth LLC

162.82K

Sep 30, 22

+162.82K

0.15%

American Portfolios Advisors

63.20K

Sep 30, 22

+1.79K

0.06%

FURE FINANCIAL CORP

Sep 30, 22

-34

Brown Advisory Securities, LLC

Sep 30, 22

-4.22K

B. Riley Wealth Management, Inc.

131.48K

Jun 30, 22

-18.95K

0.12%

Frontier Wealth Management LLC

37.82K

Jun 30, 22

-1.91K

0.03%

Pinnacle Private Wealth, LLC

22.41K

Jun 30, 22

+14.72K

0.02%

Titus Wealth Management

10.44K

Jun 30, 22

-1.41K

0.01%

BIVIN & ASSOCIATES, INC.

359

Jun 30, 22

0.00%

Holloway Wealth Management, LLC

170.72K

Mar 31, 22

+134.48K

0.16%

BREITER CAPITAL MANAGEMENT INC

14.21K

Mar 31, 22

+14.21K

0.01%

STRATEGIC WEALTH MANAGEMENT INC

69.56K

Dec 31, 21

-99.21K

0.06%

NEXT Financial Group, Inc

10.81K

Dec 31, 21

+901

0.01%

Carroll Financial Associates, Inc.

Dec 31, 21

-126

Ameritas Investment Company, LLC

84.56K

Sep 30, 21

+22.81K

0.08%

Hochman Cole Investment Advisors, Inc.

48.74K

Sep 30, 21

-10.95K

0.04%

Cascadia Advisory Services, LLC

15.58K

Sep 30, 21

+2.77K

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

4.36K

Sep 30, 21

+4.36K

0.00%

Sonora Investment Management, LLC

1.25K

Sep 30, 21

0.00%

BBVA USA

Sep 30, 21

-400

20/20 Capital Management, Inc.

20.85K

Jun 30, 21

-7.93K

0.02%

Pinnacle Advisory Group, Inc.

11.77K

Mar 31, 21

+11.77K

0.01%

Winslow, Evans & Crocker, Inc.

Dec 31, 20

+85

0.00%

First Allied Advisory Services, Inc.

432.04K

Sep 30, 20

+7.73K

0.40%

SMITH CAPITAL MANAGEMENT INC /AR/ADV

114.27K

Sep 30, 20

+6.98K

0.11%

ACCURATE INVESTMENT SOLUTIONS, INC.

1.43K

Mar 31, 20

+1.43K

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

296.40K

Dec 31, 19

+104.40K

0.27%

Advisor Group, Inc.

261.61K

Dec 31, 19

+10.71K

0.24%

CAPITAL ONE, NATIONAL ASSOCIATION

108.01K

Dec 31, 19

+108.01K

0.10%

BB&T SECURITIES, LLC

324.31K

Sep 30, 19

+48.13K

0.30%

Shamrock Asset Management LLC

122.92K

Sep 30, 19

-4.85K

0.11%

Planning Solutions Group LLC

5.42K

Jun 30, 19

+760

0.00%

HL FINANCIAL SERVICES LLC

85.02K

Mar 31, 19

+12.92K

0.08%

RELIANCE TRUST CO OF DELAWARE

32.67K

Mar 31, 19

+1.24K

0.03%

WealthTrust Fairport, LLC

6.97K

Mar 31, 19

-1.66K

0.01%

Weatherstone Capital Management

Mar 31, 19

-4.56K

HAYS ADVISORY LLC

64.88K

Sep 30, 18

-17.96K

0.06%

AFAM CAPITAL, INC.

Sep 30, 18

-7.14K

SII INVESTMENTS INC/WI

27.30K

Dec 31, 17

+3.21K

0.03%

BB&T INVESTMENT SERVICES, INC.

506

Dec 31, 17

0.00%

IFC Holdings Incorporated/FL

Dec 31, 17

-17.22K

Commonwealth Equity Services, Inc

24.89K

Jun 30, 17

+17.05K

0.02%

Virtu KCG Holdings LLC

7.17K

Jun 30, 17

+7.17K

0.01%

Independent Portfolio Consultants, Inc.

805

Jun 30, 17

+805

0.00%

WFG Advisors, LP

500

Jun 30, 17

0.00%

MSI Financial Services Inc

21.32K

Dec 31, 16

-7.28K

0.02%

VSR Financial Services, Inc.

17.64K

Jun 30, 16

+17.64K

0.02%

F-Squared Investment Management, LLC

534.07K

Jun 30, 15

-11.45M

0.49%

MANAGED ACCOUNT ADVISORS LLC

11.40K

Jun 30, 15

+3.64K

0.01%

FolioMetrix LLC

10.74K

Jun 30, 15

+10.74K

0.01%