First Trust Enhanced Short Maturity ETF(FTSM)

$59.69—Stale · unknown old

Ask SA Chart

First Trust Enhanced Short Maturity ETF(FTSM)

NASDAQ • Last print unknown ago

$59.69—Stale · unknown old

Ask SA Chart Studio

FTSM(FTSM)

FTSM

Institutional Ownership

Top 588 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	13.67M	Jun 30, 26	-532.96K	12.57%
LPL Financial LLC	8.89M	Jun 30, 26	-3.18K	8.18%
WELLS FARGO & COMPANY/MN	7.55M	Jun 30, 26	-373.61K	6.95%
ROYAL BANK OF CANADA	3.14M	Jun 30, 26	+212.68K	2.89%
UBS Group AG	2.79M	Jun 30, 26	-281.12K	2.57%
RAYMOND JAMES FINANCIAL INC	2.73M	Jun 30, 26	+273.94K	2.51%
BANK OF AMERICA CORP /DE/	2.47M	Jun 30, 26	+186.48K	2.27%
Csenge Advisory Group	1.90M	Jun 30, 26	+6.01K	1.75%
Cetera Investment Advisers	1.70M	Jun 30, 26	+119.23K	1.56%
COMMONWEALTH EQUITY SERVICES, LLC	1.25M	Jun 30, 26	+610.36K	1.15%
ADVISOR GROUP HOLDINGS, INC.	1.21M	Jun 30, 26	+63.82K	1.12%
STIFEL FINANCIAL CORP	1.20M	Jun 30, 26	+11.30K	1.10%
BDFS Capital LLC	1.15M	Jun 30, 26	+34.13K	1.06%
Cambridge Investment Research Advisors, Inc.	891.18K	Jun 30, 26	-125.03K	0.82%
ENVESTNET ASSET MANAGEMENT INC	865.07K	Jun 30, 26	+37.83K	0.80%
Gradient Investments LLC	733.98K	Jun 30, 26	+71.05K	0.68%
WILEY BROS.-AINTREE CAPITAL, LLC	714.65K	Jun 30, 26	+52.37K	0.66%
Bramshill Investments, LLC	659.48K	Jun 30, 26	+3.68K	0.61%
Hansen & Associates Financial Group, Inc.	639.95K	Jun 30, 26	-154.13K	0.59%
TCP Asset Management, LLC	629.76K	Jun 30, 26	+56.44K	0.58%
Guided Capital Wealth Management, LLC	628.74K	Jun 30, 26	+77.11K	0.58%
TUCKER ASSET MANAGEMENT LLC	591.01K	Jun 30, 26	-422.98K	0.54%
TRUIST FINANCIAL CORP	590.59K	Jun 30, 26	+34.13K	0.54%
Accurate Wealth Management, LLC	575.59K	Jun 30, 26	+371.00K	0.53%
Kirkwood Financial Services	436.65K	Jun 30, 26	+436.65K	0.40%
HBK Sorce Advisory LLC	431.88K	Jun 30, 26	+100.92K	0.40%
Kingsview Wealth Management, LLC	427.80K	Jun 30, 26	+4.80K	0.39%
Janney Montgomery Scott LLC	426.37K	Jun 30, 26	+27.71K	0.39%
Private Advisor Group, LLC	417.49K	Jun 30, 26	+155.48K	0.38%
IFP Advisors, Inc	412.66K	Jun 30, 26	-22.87K	0.38%
Kaydan Wealth Management, Inc.	412.39K	Jun 30, 26	-7.16K	0.38%
Western Wealth Management, LLC	409.29K	Jun 30, 26	+117.88K	0.38%
Mariner, LLC	390.52K	Jun 30, 26	-96.05K	0.36%
Holistic Planning, LLC	386.78K	Jun 30, 26	+730	0.36%
Atria Investments, Inc	383.12K	Jun 30, 26	+24.59K	0.35%
Mainsail Financial Group, LLC	380.58K	Jun 30, 26	+67.37K	0.35%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	365.60K	Jun 30, 26	+185.38K	0.34%
Aptus Capital Advisors, LLC	358.61K	Jun 30, 26	+327.43K	0.33%
NewEdge Advisors, LLC	355.14K	Jun 30, 26	+22.34K	0.33%
Second Line Capital, LLC	351.13K	Jun 30, 26	+330.33K	0.32%
Balboa Wealth Partners	330.36K	Jun 30, 26	+25.51K	0.30%
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%
LAKE STREET FINANCIAL LLC	299.10K	Jun 30, 26	+5.53K	0.28%
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%
HighTower Advisors, LLC	284.37K	Jun 30, 26	-9.33K	0.26%
HARBOUR INVESTMENTS, INC.	281.95K	Jun 30, 26	-898	0.26%
WESBANCO BANK INC	270.71K	Jun 30, 26	+15.16K	0.25%
Kestra Advisory Services, LLC	270.41K	Jun 30, 26	+56.99K	0.25%
Altium Investment Strategies LLC	269.79K	Jun 30, 26	+84.25K	0.25%
Steward Partners Investment Advisory, LLC	269.76K	Jun 30, 26	-243.94K	0.25%
OPPENHEIMER & CO INC	268.32K	Jun 30, 26	+114.08K	0.25%
FLAGSHIP HARBOR ADVISORS, LLC	259.08K	Jun 30, 26	+8.99K	0.24%
Ameritas Advisory Services, LLC	256.02K	Jun 30, 26	+115.62K	0.24%
Avestar Capital, LLC	249.20K	Jun 30, 26	+20.11K	0.23%
Petix & Botte Co	244.08K	Jun 30, 26	+22.99K	0.22%
TITLEIST ASSET MANAGEMENT, LLC	237.22K	Jun 30, 26	+12.40K	0.22%
Ellsworth Advisors, LLC	235.69K	Jun 30, 26	+10.81K	0.22%
Crusonia Wealth Advisors LLC	229.59K	Jun 30, 26	+27.16K	0.21%
SHELTON WEALTH MANAGEMENT, LLC	218.23K	Jun 30, 26	+1.84K	0.20%
Capital Investment Advisory Services, LLC	216.01K	Jun 30, 26	+1.77K	0.20%
CITIGROUP INC	214.17K	Jun 30, 26	+17.45K	0.20%
Stablepoint Partners, LLC	213.64K	Jun 30, 26	-5.94K	0.20%
GDS Wealth Management	209.88K	Jun 30, 26	-499.90K	0.19%
Hilton Head Capital Partners, LLC	195.30K	Jun 30, 26	-73.94K	0.18%
Rockefeller Capital Management L.P.	191.09K	Jun 30, 26	+44.83K	0.18%
Gateway Wealth Partners, LLC	184.25K	Jun 30, 26	-175.77K	0.17%
IronBridge Private Wealth, LLC	183.91K	Jun 30, 26	-4.50K	0.17%
Clear Creek Financial Management, LLC	177.72K	Jun 30, 26	+17.60K	0.16%
Ashton Thomas Private Wealth, LLC	176.49K	Jun 30, 26	+52.97K	0.16%
Forty-three Eighteen Advisors, LLC	170.88K	Jun 30, 26	+164.29K	0.16%
McGuire Investment Group, LLC	169.53K	Jun 30, 26	+23.00K	0.16%
Cassia Capital Partners, LLC	164.18K	Jun 30, 26	+7.87K	0.15%
Sanctuary Advisors, LLC	163.25K	Jun 30, 26	+9.71K	0.15%
Harvest Investment Services, LLC	163.02K	Jun 30, 26	+31.71K	0.15%
Transcendent Capital Group LLC	161.98K	Jun 30, 26	+817	0.15%
KESTRA PRIVATE WEALTH SERVICES, LLC	153.49K	Jun 30, 26	+15.88K	0.14%
D.A. DAVIDSON & CO.	149.40K	Jun 30, 26	-778	0.14%
Integrated Advisors Network LLC	148.99K	Jun 30, 26	-557	0.14%
FIFTH THIRD BANCORP	146.63K	Jun 30, 26	-359	0.13%
Cedrus Wealth Group LLC	144.86K	Jun 30, 26	+144.86K	0.13%
TKG Advisors, LLC	144.26K	Jun 30, 26	+121.26K	0.13%
Ausdal Financial Partners, Inc.	140.05K	Jun 30, 26	-7.25K	0.13%
Triumph Capital Management	135.52K	Jun 30, 26	-16.80K	0.12%
Ifrah Financial Services, Inc.	131.31K	Jun 30, 26	+935	0.12%
Virtus Wealth Solutions LLC	130.36K	Jun 30, 26	-10.57K	0.12%
Concurrent Investment Advisors, LLC	129.63K	Jun 30, 26	-2.46M	0.12%
Proactive Wealth Strategies LLC	129.42K	Jun 30, 26	-4.10K	0.12%
TWIN PEAKS WEALTH ADVISORS, LLC	128.90K	Jun 30, 26	-6.99K	0.12%
HighPoint Advisor Group LLC	122.79K	Jun 30, 26	-3.81K	0.11%
Kovack Advisors, Inc.	122.75K	Jun 30, 26	-41.48K	0.11%
Simplicity Wealth,LLC	119.63K	Jun 30, 26	-6.58K	0.11%
Vestmark Advisory Solutions, Inc.	118.84K	Jun 30, 26	+331	0.11%
Mutual Advisors, LLC	116.83K	Jun 30, 26	-33.59K	0.11%
Stratos Wealth Partners, LTD.	116.03K	Jun 30, 26	-4.57K	0.11%
WealthPlan Investment Management, LLC	115.30K	Jun 30, 26	+2.59K	0.11%
Equitable Holdings, Inc.	109.33K	Jun 30, 26	-58.37K	0.10%
GREAT VALLEY ADVISOR GROUP, INC.	109.08K	Jun 30, 26	-7.35K	0.10%
Stratos Wealth Advisors, LLC	107.63K	Jun 30, 26	+15.73K	0.10%
Fairway Financial, LLC	106.27K	Jun 30, 26	+2.51K	0.10%
MML INVESTORS SERVICES, LLC	105.07K	Jun 30, 26	+31.64K	0.10%
TD Capital Management LLC	102.91K	Jun 30, 26	-25.75K	0.09%
SRS Capital Advisors, Inc.	101.80K	Jun 30, 26	+61.27K	0.09%
Kinloch Capital, LLC	99.75K	Jun 30, 26	-32.57K	0.09%
Pinnacle Financial Partners, Inc.	99.72K	Jun 30, 26	-11.91K	0.09%
Blueprint Financial Advisors LLC	99.40K	Jun 30, 26	+99.40K	0.09%
PCG Wealth Advisors, LLC	98.50K	Jun 30, 26	+2.84K	0.09%
Nilsine Partners, LLC	98.16K	Jun 30, 26	+1.98K	0.09%
G&S Capital LLC	97.80K	Jun 30, 26	+75.68K	0.09%
1776 Wealth LLC	95.97K	Jun 30, 26	-14.01K	0.09%
CI Private Wealth, LLC	95.39K	Jun 30, 26	-14.45K	0.09%
Capasso Planning Partners LLC	95.24K	Jun 30, 26	-43.95K	0.09%
EdgeRock Capital LLC	94.41K	Jun 30, 26	+4.78K	0.09%
J.W. COLE ADVISORS, INC.	92.29K	Jun 30, 26	+8.76K	0.08%
BNP PARIBAS ARBITRAGE, SNC	92.28K	Jun 30, 26	+92.28K	0.08%
Inspire Advisors, LLC	92.19K	Jun 30, 26	+5.18K	0.08%
Plus Group Wealth Advisors LLC	89.07K	Jun 30, 26	+12.40K	0.08%
DAYMARK WEALTH PARTNERS, LLC	88.88K	Jun 30, 26	-3.66K	0.08%
Arkadios Wealth Advisors	88.12K	Jun 30, 26	+36.26K	0.08%
BELLEVUE ASSET MANAGEMENT, LLC	87.26K	Jun 30, 26	+18.37K	0.08%
SageGuard Financial Group, LLC	86.37K	Jun 30, 26	+2.52K	0.08%
OPINICUS CAPITAL, INC.	84.96K	Jun 30, 26	+16.96K	0.08%
CITADEL ADVISORS LLC	81.19K	Jun 30, 26	+81.19K	0.07%
FIRST TRUST ADVISORS LP	81.17K	Jun 30, 26	+78	0.07%
RiverTree Advisors, LLC	79.94K	Jun 30, 26	-54.58K	0.07%
NewEdge Wealth, LLC	79.62K	Jun 30, 26	-715	0.07%
Gladstone Institutional Advisory LLC	75.39K	Jun 30, 26	-4.74K	0.07%
Commonwealth Financial Services, LLC	74.89K	Jun 30, 26	+74.89K	0.07%
Snowden Capital Advisors LLC	74.58K	Jun 30, 26	+523	0.07%
CALTON & ASSOCIATES, INC.	74.35K	Jun 30, 26	-1.60K	0.07%
JPMORGAN CHASE & CO	73.05K	Jun 30, 26	-2.44K	0.07%
BENJAMIN EDWARDS INC	71.34K	Jun 30, 26	+20.33K	0.07%
StoneX Group Inc.	70.93K	Jun 30, 26	+12.56K	0.07%
Sigma Planning Corp	70.41K	Jun 30, 26	-30.75K	0.06%
Continuum Advisory, LLC	70.37K	Jun 30, 26	+37.08K	0.06%
Geneos Wealth Management Inc.	69.59K	Jun 30, 26	+23.57K	0.06%
Wagner Wealth Management, LLC	68.51K	Jun 30, 26	+56.88K	0.06%
Centerpoint Advisory Group	65.28K	Jun 30, 26	-1.88K	0.06%
Towerpoint Wealth, LLC	64.46K	Jun 30, 26	+2.70K	0.06%
Blueprint Investment Partners LLC	64.34K	Jun 30, 26	+64.34K	0.06%
Gerald Baker Financial Group LLC	62.76K	Jun 30, 26	+19.19K	0.06%
Aprio Wealth Management, LLC	62.45K	Jun 30, 26	-138	0.06%
Baird Financial Group, Inc.	62.24K	Jun 30, 26	-37.49K	0.06%
Sowell Financial Services LLC	61.93K	Jun 30, 26	+50.77K	0.06%
MGO ONE SEVEN LLC	61.71K	Jun 30, 26	+8.25K	0.06%
Triad Wealth Partners, LLC	60.61K	Jun 30, 26	-150.43K	0.06%
AE Wealth Management LLC	59.59K	Jun 30, 26	-17.73K	0.05%
Farther Finance Advisors, LLC	59.21K	Jun 30, 26	-180.11K	0.05%
Paul Damon & Associates, Inc.	58.74K	Jun 30, 26	+41.63K	0.05%
CreativeOne Wealth, LLC	57.97K	Jun 30, 26	-21.68K	0.05%
WCG Wealth Advisors LLC	57.92K	Jun 30, 26	+166	0.05%
Stone Wealth Partners	57.85K	Jun 30, 26	+3.48K	0.05%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	57.07K	Jun 30, 26	+414	0.05%
CITIZENS FINANCIAL GROUP INC/RI	56.68K	Jun 30, 26	+244	0.05%
IFG Advisory, LLC	56.55K	Jun 30, 26	+56.55K	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%
Great Lakes Retirement, Inc.	55.05K	Jun 30, 26	+3.23K	0.05%
Legacy Wealth Managment, LLC/ID	54.97K	Jun 30, 26	-2.67K	0.05%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	54.80K	Jun 30, 26	+7.55K	0.05%
Cornerstone Wealth Management, LLC	54.63K	Jun 30, 26	-208	0.05%
Synergy Asset Management, LLC	54.57K	Jun 30, 26	-75.94K	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	52.89K	Jun 30, 26	-12.50K	0.05%
Foundations Investment Advisors, LLC	52.04K	Jun 30, 26	-18.37K	0.05%
Advisory Alpha, LLC	50.79K	Jun 30, 26	-933	0.05%
Castle Rock Wealth Management, LLC	50.29K	Jun 30, 26	+89	0.05%
Arete Wealth Advisors, LLC	49.15K	Jun 30, 26	-755	0.05%
Golden State Wealth Management, LLC	47.21K	Jun 30, 26	-220	0.04%
Summit Wealth Partners, LLC	47.16K	Jun 30, 26	-1.05K	0.04%
Key Client Fiduciary Advisors, LLC	46.95K	Jun 30, 26	+3.43K	0.04%
KINGSWOOD WEALTH ADVISORS, LLC	46.65K	Jun 30, 26	-33.85K	0.04%
Kesler, Norman & Wride, LLC	44.49K	Jun 30, 26	-4.79K	0.04%
Merit Financial Group, LLC	43.81K	Jun 30, 26	-3.49K	0.04%
NWF Advisory Services Inc.	42.34K	Jun 30, 26	+141	0.04%
WILLNER & HELLER, LLC	40.63K	Jun 30, 26	+4.95K	0.04%
LaSalle St. Investment Advisors, LLC	40.28K	Jun 30, 26	+276	0.04%
Beacon Pointe Advisors, LLC	39.94K	Jun 30, 26	-1.13K	0.04%
Resources Investment Advisors, LLC.	38.09K	Jun 30, 26	+20.30K	0.04%
B. Riley Wealth Advisors, Inc.	38.08K	Jun 30, 26	+722	0.04%
Strategic Financial Concepts, LLC	37.45K	Jun 30, 26	+21.45K	0.03%
Keystone Wealth Services, LLC	37.44K	Jun 30, 26	-985	0.03%
Investor's Fiduciary Advisor Network, LLC	36.37K	Jun 30, 26	+603	0.03%
Spire Wealth Management	35.83K	Jun 30, 26	-9.84K	0.03%
STEPHENS INC /AR/	35.30K	Jun 30, 26	+1.53K	0.03%
Purus Wealth Management, LLC	35.11K	Jun 30, 26	+985	0.03%
Cresset Asset Management, LLC	34.48K	Jun 30, 26	-32.87K	0.03%
Beacon Financial Advisory LLC	34.02K	Jun 30, 26	-68	0.03%
Cambridge Advisors Inc.	33.83K	Jun 30, 26	+13.02K	0.03%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	33.17K	Jun 30, 26	-3.03K	0.03%
360 Financial, Inc.	32.89K	Jun 30, 26	+223	0.03%
Maridea Wealth Management LLC	32.76K	Jun 30, 26	+1.58K	0.03%
Summit Financial, LLC	32.57K	Jun 30, 26	+4.66K	0.03%
Core Wealth Partners LLC	31.89K	Jun 30, 26	+2.57K	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	31.75K	Jun 30, 26	-2.57K	0.03%
Insight Advisors, LLC/ PA	31.50K	Jun 30, 26	-310	0.03%
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	28.98K	Jun 30, 26	-11.42K	0.03%
INSIGNEO ADVISORY SERVICES, LLC	28.41K	Jun 30, 26	--	0.03%
Maia Wealth LLC	28.37K	Jun 30, 26	+3.08K	0.03%
PRINCIPAL SECURITIES, INC.	28.30K	Jun 30, 26	+281	0.03%
Chicago Partners Investment Group LLC	27.86K	Jun 30, 26	+1.98K	0.03%
WEDBUSH SECURITIES INC	27.54K	Jun 30, 26	-1.58K	0.03%
Wisconsin Wealth Advisors, LLC	26.85K	Jun 30, 26	+39	0.02%
Mount Yale Investment Advisors, LLC	26.70K	Jun 30, 26	+79	0.02%
Regal Investment Advisors LLC	26.55K	Jun 30, 26	+10.80K	0.02%
Integrated Wealth Concepts LLC	26.18K	Jun 30, 26	-5.64K	0.02%
Clear Point Advisors Inc.	26.07K	Jun 30, 26	+26.07K	0.02%
IHT Wealth Management, LLC	26.05K	Jun 30, 26	-4.14K	0.02%
Quad-Cities Investment Group, LLC	25.88K	Jun 30, 26	-7.60K	0.02%
WELCH & FORBES LLC	25.84K	Jun 30, 26	-6.80K	0.02%
DAGCO, INC.	25.76K	Jun 30, 26	+5.18K	0.02%
VAUGHAN DAVID INVESTMENTS LLC/IL	25.00K	Jun 30, 26	--	0.02%
Paladin Wealth, LLC	24.86K	Jun 30, 26	+2.29K	0.02%
Apollon Wealth Management, LLC	24.76K	Jun 30, 26	+63	0.02%
Authentikos Wealth Advisory, LLC	24.75K	Jun 30, 26	-2.82K	0.02%
VisionPoint Advisory Group, LLC	24.68K	Jun 30, 26	-10.90K	0.02%
Brown Financial Advisors	23.62K	Jun 30, 26	+816	0.02%
ASSETMARK, INC	23.32K	Jun 30, 26	+2.40K	0.02%
Creative Planning	23.31K	Jun 30, 26	+746	0.02%
Keystone Financial Group	23.28K	Jun 30, 26	+6.79K	0.02%
CONDOR CAPITAL MANAGEMENT	23.22K	Jun 30, 26	--	0.02%
Scarborough Advisors, LLC	22.88K	Jun 30, 26	-1.86K	0.02%
Pensionmark Financial Group, LLC	22.27K	Jun 30, 26	+7.07K	0.02%
Uncommon Cents Investing LLC	22.14K	Jun 30, 26	+25	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	21.20K	Jun 30, 26	+340	0.02%
UBS ASSET MANAGEMENT AMERICAS INC	21.16K	Jun 30, 26	-320	0.02%
AXXCESS WEALTH MANAGEMENT, LLC	20.69K	Jun 30, 26	+20.69K	0.02%
Darwin Wealth Management, LLC	20.69K	Jun 30, 26	+78	0.02%
Miracle Mile Advisors, LLC	20.63K	Jun 30, 26	--	0.02%
PFG Investments, LLC	20.23K	Jun 30, 26	+6.99K	0.02%
Prime Capital Investment Advisors, LLC	20.04K	Jun 30, 26	-44.38K	0.02%
IMG Wealth Management, Inc.	20.01K	Jun 30, 26	-4.11K	0.02%
NAPLES GLOBAL ADVISORS, LLC	19.71K	Jun 30, 26	-3.51K	0.02%
KKM Financial LLC	19.43K	Jun 30, 26	+115	0.02%
CHIRON CAPITAL MANAGEMENT, LLC	18.63K	Jun 30, 26	+7.51K	0.02%
Pine Valley Investments Ltd Liability Co	18.43K	Jun 30, 26	-21.80K	0.02%
White Wing Wealth Management	18.07K	Jun 30, 26	-4.04K	0.02%
Paragon Private Wealth Management, LLC	17.99K	Jun 30, 26	+17.99K	0.02%
MTM Investment Management, LLC	17.91K	Jun 30, 26	+2	0.02%
NBC SECURITIES, INC.	17.40K	Jun 30, 26	-1.25K	0.02%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	17.09K	Jun 30, 26	-5.68K	0.02%
GOLDMAN SACHS GROUP INC	16.97K	Jun 30, 26	+16.97K	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	16.60K	Jun 30, 26	--	0.02%
Weitzel Financial Services, Inc.	16.20K	Jun 30, 26	-1.95K	0.01%
Wealth Watch Advisors, INC	16.10K	Jun 30, 26	-635	0.01%
CARY STREET PARTNERS FINANCIAL LLC	15.99K	Jun 30, 26	+4.50K	0.01%
GeoWealth Management, LLC	15.90K	Jun 30, 26	+1.85K	0.01%
PRIVATE TRUST CO NA	15.75K	Jun 30, 26	-9.24K	0.01%
Tower Research Capital LLC (TRC)	15.69K	Jun 30, 26	+15.68K	0.01%
Park Square Financial Group, LLC	14.69K	Jun 30, 26	-3.15K	0.01%
Integrity Advisory Solutions, LLC	14.44K	Jun 30, 26	+14.44K	0.01%
Refined Wealth Management	14.21K	Jun 30, 26	--	0.01%
First Financial Group Corp	14.20K	Jun 30, 26	-1.11K	0.01%
Wealth Management Associates, Inc.	14.06K	Jun 30, 26	-481	0.01%
Prasad Wealth Partners, LLC	13.91K	Jun 30, 26	+15	0.01%
Global Assets Advisory, LLC	13.88K	Jun 30, 26	+13.88K	0.01%
SILVER OAK SECURITIES, INCORPORATED	13.68K	Jun 30, 26	+590	0.01%
Modern Wealth Management, LLC	13.58K	Jun 30, 26	+13.58K	0.01%
Mattson Financial Services, LLC	13.45K	Jun 30, 26	+968	0.01%
MAI Capital Management	13.44K	Jun 30, 26	-1.18K	0.01%
Nuveen, LLC	13.34K	Jun 30, 26	+13.34K	0.01%
COMPASS FINANCIAL MANAGEMENT LLC	13.21K	Jun 30, 26	+13.21K	0.01%
Del-Sette Capital Management, LLC	13.15K	Jun 30, 26	+8.86K	0.01%
Coastwise Capital Group, LLC	13.10K	Jun 30, 26	-349	0.01%
Front Row Advisors LLC	12.85K	Jun 30, 26	-955	0.01%
Texas Yale Capital Corp.	12.71K	Jun 30, 26	-675	0.01%
Symphony Financial, Ltd. Co.	12.65K	Jun 30, 26	-6.23K	0.01%
Prosperity Consulting Group, LLC	12.09K	Jun 30, 26	-420	0.01%
Madden Advisory Services, Inc.	12.01K	Jun 30, 26	-270	0.01%
Coppell Advisory Solutions LLC	11.88K	Jun 30, 26	+11.88K	0.01%
MANCHESTER FINANCIAL INC	11.74K	Jun 30, 26	-180.18K	0.01%
Main Street Financial Solutions, LLC	11.27K	Jun 30, 26	-134	0.01%
Luken Investment Analytics, LLC	11.25K	Jun 30, 26	+616	0.01%
HRT FINANCIAL LP	11.17K	Jun 30, 26	+11.17K	0.01%
PKS Advisory Services, LLC	10.89K	Jun 30, 26	-402	0.01%
Signal Advisors Wealth, LLC	10.83K	Jun 30, 26	-4.18K	0.01%
QP WEALTH MANAGEMENT, LLC	10.76K	Jun 30, 26	+1.43K	0.01%
Midwest Financial Network, LLC	10.66K	Jun 30, 26	-1.80K	0.01%
Moors & Cabot, Inc.	10.51K	Jun 30, 26	-28	0.01%
Valmark Advisers, Inc.	10.39K	Jun 30, 26	+656	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	9.89K	Jun 30, 26	+73	0.01%
Wilkerson Advisory Group LLC	9.81K	Jun 30, 26	+81	0.01%
TWO SIGMA SECURITIES, LLC	9.69K	Jun 30, 26	+9.69K	0.01%
Sage Capital Advisors,llc	9.65K	Jun 30, 26	+99	0.01%
Global Retirement Partners, LLC	9.63K	Jun 30, 26	+9.63K	0.01%
Tortuga Wealth Management, Inc	9.57K	Jun 30, 26	+900	0.01%
Cerity Partners LLC	9.40K	Jun 30, 26	--	0.01%
WASHINGTON TRUST BANK	9.32K	Jun 30, 26	+9.32K	0.01%
SLT Holdings LLC	9.29K	Jun 30, 26	-3.94K	0.01%
Objective Capital Management, LLC	9.21K	Jun 30, 26	-1.66K	0.01%
Advisory Services Network, LLC	9.12K	Jun 30, 26	+4.30K	0.01%
NICOLET BANKSHARES INC	9.04K	Jun 30, 26	+9.04K	0.01%
CRUX WEALTH ADVISORS	9.03K	Jun 30, 26	+3.51K	0.01%
Waverly Advisors, LLC	8.92K	Jun 30, 26	-1.93K	0.01%
Archer Investment Corp	8.87K	Jun 30, 26	-1.14K	0.01%
CAPTRUST FINANCIAL ADVISORS	8.72K	Jun 30, 26	-3.21K	0.01%
Envestnet Portfolio Solutions, Inc.	8.63K	Jun 30, 26	+66	0.01%
Vines Capital Management, LLC	8.60K	Jun 30, 26	--	0.01%
Aries Wealth Management	8.50K	Jun 30, 26	--	0.01%
COTTONWOOD CAPITAL ADVISORS, LLC	8.39K	Jun 30, 26	-16	0.01%
First Western Trust Bank	8.32K	Jun 30, 26	+8.32K	0.01%
First Heartland Consultants, Inc.	8.29K	Jun 30, 26	-80	0.01%
Qube Research & Technologies Ltd	8.21K	Jun 30, 26	-811	0.01%
Rathbones Group PLC	8.19K	Jun 30, 26	+75	0.01%
Advyzon Investment Management, LLC	7.90K	Jun 30, 26	-4.22K	0.01%
Meridian Wealth Management, LLC	7.88K	Jun 30, 26	+290	0.01%
RAHLFS CAPITAL, LLC	7.85K	Jun 30, 26	--	0.01%
SeaCrest Wealth Management, LLC	7.74K	Jun 30, 26	-866	0.01%
Latitude Advisors, LLC	7.29K	Jun 30, 26	-1.94K	0.01%
Plotkin Financial Advisors, LLC	7.28K	Jun 30, 26	+7.28K	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	7.21K	Jun 30, 26	-48.98K	0.01%
BYRNE FINANCIAL FREEDOM, LLC	7.19K	Jun 30, 26	-819	0.01%
Stenger Family Office, LLC	7.07K	Jun 30, 26	-7.36K	0.01%
Strid Group, LLC	6.97K	Jun 30, 26	-175	0.01%
Huntleigh Advisors, Inc.	6.92K	Jun 30, 26	-52	0.01%
Ethos Financial Group, LLC	6.92K	Jun 30, 26	+6.92K	0.01%
Lunt Capital Management, Inc.	6.80K	Jun 30, 26	--	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%
CENTAURUS FINANCIAL, INC.	6.59K	Jun 30, 26	-463	0.01%
Troutman Wealth Management, LLC	6.38K	Jun 30, 26	+35	0.01%
US BANCORP \DE\	6.28K	Jun 30, 26	-20.50K	0.01%
TCFG Investment Advisors, LLC	6.11K	Jun 30, 26	--	0.01%
Parallel Advisors, LLC	6.03K	Jun 30, 26	+1.90K	0.01%
Independent Wealth Network Inc.	6.00K	Jun 30, 26	+6.00K	0.01%
Sovran Advisors, LLC	5.88K	Jun 30, 26	-1.31K	0.01%
Cherry Creek Investment Advisors, Inc.	5.67K	Jun 30, 26	-50	0.01%
AMERIPRISE FINANCIAL INC	5.66K	Jun 30, 26	+1.85K	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	5.53K	Jun 30, 26	-322	0.01%
Tidemark, LLC	5.47K	Jun 30, 26	+9	0.01%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	5.17K	Jun 30, 26	+48	0.00%
Keebeck Wealth Management, LLC	5.04K	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	5.00K	Jun 30, 26	+461	0.00%
Brookwood Investment Group LLC	4.96K	Jun 30, 26	-2.08K	0.00%
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%
Schwallier Wealth Management LLC	4.82K	Jun 30, 26	-1.27K	0.00%
AssuredPartners Investment Advisors, LLC	4.73K	Jun 30, 26	--	0.00%
PARK AVENUE SECURITIES LLC	4.55K	Jun 30, 26	+831	0.00%
PFS Partners, LLC	4.50K	Jun 30, 26	+5	0.00%
OakTrust Wealth Advisors, LLC	4.50K	Jun 30, 26	+46	0.00%
Ascension Capital Advisors, Inc.	4.28K	Jun 30, 26	--	0.00%
Elevation Advisory Partners LLC	4.18K	Jun 30, 26	--	0.00%
PMV Capital Advisers, LLC	4.16K	Jun 30, 26	+174	0.00%
Perennial Investment Advisors, LLC	4.07K	Jun 30, 26	+1	0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	4.06K	Jun 30, 26	-1.82K	0.00%
SHEETS SMITH WEALTH MANAGEMENT	4.00K	Jun 30, 26	--	0.00%
CacheTech Inc.	3.97K	Jun 30, 26	--	0.00%
OneAscent Family Office, LLC	3.95K	Jun 30, 26	--	0.00%
Pathstone Holdings, LLC	3.92K	Jun 30, 26	+3.92K	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%
Manhattan West Asset Management, LLC	3.81K	Jun 30, 26	+3.81K	0.00%
Strait & Sound Wealth Management LLC	3.74K	Jun 30, 26	-98	0.00%
GK Wealth Management LLC	3.69K	Jun 30, 26	+3.69K	0.00%
Stonebridge Financial Planning Group, LLC	3.66K	Jun 30, 26	-62	0.00%
PSI Advisors, LLC	3.63K	Jun 30, 26	+3.63K	0.00%
BLUELINE ADVISORS LLC	3.62K	Jun 30, 26	-1.90K	0.00%
Signature Equity Partners, LLC	3.62K	Jun 30, 26	-639	0.00%
LEE DANNER & BASS INC	3.55K	Jun 30, 26	-3.00K	0.00%
Almanack Investment Partners, LLC.	3.51K	Jun 30, 26	+3.51K	0.00%
NORTHBRIDGE FINANCIAL GROUP, LLC	3.50K	Jun 30, 26	+3.50K	0.00%
IFS Group,LLC	3.45K	Jun 30, 26	+3	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	3.42K	Jun 30, 26	-27	0.00%
HARMONY ASSET MANAGEMENT LLC	3.37K	Jun 30, 26	--	0.00%
Merkkuri Wealth Advisors LLC	3.37K	Jun 30, 26	-1.72K	0.00%
Keating Financial Advisory Services, Inc.	3.21K	Jun 30, 26	+1.67K	0.00%
AMERIFLEX GROUP, INC.	3.12K	Jun 30, 26	+20	0.00%
Centerpoint Advisors, LLC	3.11K	Jun 30, 26	+3.11K	0.00%
BANK OF MONTREAL /CAN/	3.00K	Jun 30, 26	-533	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.80K	Jun 30, 26	-375	0.00%
Nova Wealth Management, Inc.	2.45K	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	2.29K	Jun 30, 26	+2.29K	0.00%
Dunhill Financial, LLC	2.09K	Jun 30, 26	--	0.00%
Global Trust Asset Management, LLC	2.06K	Jun 30, 26	--	0.00%
Private Wealth Asset Management, LLC	2.00K	Jun 30, 26	--	0.00%
KELLEHER FINANCIAL ADVISORS	1.84K	Jun 30, 26	+921	0.00%
Westside Investment Management, Inc.	1.80K	Jun 30, 26	-300	0.00%
AdvisorNet Financial, Inc	1.56K	Jun 30, 26	+1.56K	0.00%
RAFFA WEALTH MANAGEMENT, LLC	1.46K	Jun 30, 26	-35	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	1.45K	Jun 30, 26	+15	0.00%
Larson Financial Group LLC	1.40K	Jun 30, 26	-165	0.00%
Mascoma Wealth Management LLC	1.28K	Jun 30, 26	+1.28K	0.00%
NBT BANK N A /NY	1.27K	Jun 30, 26	-6.09K	0.00%
CoreCap Advisors, LLC	1.23K	Jun 30, 26	+178	0.00%
Wealth Enhancement Trust Services, Inc.	1.07K	Jun 30, 26	+1.07K	0.00%
Glen Eagle Advisors, LLC	1.07K	Jun 30, 26	-171	0.00%
Philadelphia Investment Partners, LLC	1.06K	Jun 30, 26	+9	0.00%
DHJJ Financial Advisors, Ltd.	1.03K	Jun 30, 26	-62	0.00%
FIDUCIARY FINANCIAL ADVISORS	1.02K	Jun 30, 26	+1.02K	0.00%
Pinnacle Bancorp, Inc.	915	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	906	Jun 30, 26	--	0.00%
Parkside Financial Bank & Trust	800	Jun 30, 26	--	0.00%
Insight Inv LLC	700	Jun 30, 26	--	0.00%
BlackRock, Inc.	700	Jun 30, 26	-150	0.00%
TSFG, LLC	650	Jun 30, 26	+7	0.00%
Capital Analysts, LLC	603	Jun 30, 26	+384	0.00%
Cornerstone Planning Group LLC	536	Jun 30, 26	+3	0.00%
Lloyd Advisory Services, LLC.	532	Jun 30, 26	+519	0.00%
DUNCKER STREETT & CO INC	500	Jun 30, 26	--	0.00%
MCDONALD PARTNERS LLC	300	Jun 30, 26	+300	0.00%
ORG Wealth Partners, LLC	292	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	290	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	264	Jun 30, 26	+215	0.00%
RMG Wealth Management LLC	264	Jun 30, 26	+264	0.00%
3 FACTOR INDEXING, LLC	233	Jun 30, 26	--	0.00%
Heritage Wealth Advisors	194	Jun 30, 26	+194	0.00%
IMA Wealth, Inc.	189	Jun 30, 26	--	0.00%
Allworth Financial LP	151	Jun 30, 26	--	0.00%
Avion Wealth	150	Jun 30, 26	+150	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%
HAZLETT, BURT & WATSON, INC.	28	Jun 30, 26	--	0.00%
Newbridge Financial Services Group, Inc.	27	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	26	Jun 30, 26	--	0.00%
CX Institutional	26	Jun 30, 26	--	0.00%
Caitlin John, LLC	25	Jun 30, 26	--	0.00%
Comprehensive Financial Planning, Inc./PA	23	Jun 30, 26	--	0.00%
SBI Securities Co., Ltd.	14	Jun 30, 26	-9	0.00%
Allspring Global Investments Holdings, LLC	9	Jun 30, 26	+9	0.00%
Markowski Investments	7	Jun 30, 26	+7	0.00%
EverSource Wealth Advisors, LLC	2	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	--	Jun 30, 26	-87	--
SHP Wealth Management	--	Jun 30, 26	-60	--
JFS WEALTH ADVISORS, LLC	--	Jun 30, 26	-500	--
TrueWealth Advisors, LLC	--	Jun 30, 26	-3.61K	--
Flaharty Asset Management, LLC	--	Jun 30, 26	-5.83K	--
FARMERS & MERCHANTS INVESTMENTS INC	--	Jun 30, 26	-900	--
FSC Wealth Advisors, LLC	--	Jun 30, 26	-9.12K	--
Crumly & Associates Inc.	--	Jun 30, 26	-9.32K	--
Delos Wealth Advisors, LLC	--	Jun 30, 26	-5.00K	--
Independent Advisor Alliance	--	Jun 30, 26	-315.22K	--
Quadrature Capital Ltd	--	Jun 30, 26	-6.90K	--
Smith Partners Wealth Management, LLC	--	Jun 30, 26	-12.79K	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-8.13K	--
Pacific Center for Financial Services	--	Jun 30, 26	-276	--
Kingdom Financial Group LLC.	--	Jun 30, 26	-13	--
Golden State Equity Partners	--	Jun 30, 26	-22.72K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-7.08K	--
Richmond Investment Services, LLC	--	Jun 30, 26	-5.34K	--
BLAIR WILLIAM & CO/IL	--	Jun 30, 26	-691	--
Hilltop Holdings Inc.	--	Jun 30, 26	-3.65K	--
Cannon Advisors, Inc.	--	Jun 30, 26	-23.93K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-1	--
Sound Income Strategies, LLC	--	Jun 30, 26	-405	--
XTX Topco Ltd	--	Jun 30, 26	-4.02K	--
PFG Advisors	--	Jun 30, 26	-4.39K	--
Moment Partners, LLC	--	Jun 30, 26	-47.81K	--
Simmons Bank	--	Jun 30, 26	-3.93K	--
TRUST CO OF VIRGINIA /VA	--	Jun 30, 26	-10.13K	--
IAMS WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-12.10K	--
Root Financial Partners, LLC	--	Jun 30, 26	-1.68K	--
San Luis Wealth Advisors LLC	--	Jun 30, 26	-6.13K	--
Concorde Asset Management, LLC	--	Jun 30, 26	-34.54K	--
TopTier Wealth Management, LLC	--	Jun 30, 26	-4	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-154.77K	--
Collaborative Wealth Managment Inc.	--	Jun 30, 26	-8.12K	--
Oakworth Capital, Inc.	--	Jun 30, 26	-2.50K	--
Jaffetilchin Investment Partners, LLC	240.45K	Mar 31, 26	-20.01K	0.22%
Sterling Manor Financial, LLC	191.00K	Mar 31, 26	+6.39K	0.18%
CWM, LLC	175.62K	Mar 31, 26	+7.00K	0.16%
Claris Financial LLC	56.89K	Mar 31, 26	+5.27K	0.05%
Gibbs Wealth Management	8.87K	Mar 31, 26	+3.99K	0.01%
TCFG WEALTH MANAGEMENT, LLC	6.11K	Mar 31, 26	--	0.01%
U.S. Capital Wealth Advisors, LLC	5.71K	Mar 31, 26	+1.41K	0.01%
Redwood Wealth Management Group, LLC	3.56K	Mar 31, 26	-91	0.00%
Financial Gravity Asset Management, Inc.	1.21K	Mar 31, 26	-255	0.00%
Anchor Investment Management, LLC	700	Mar 31, 26	+700	0.00%
Sunbelt Securities, Inc.	649	Mar 31, 26	+4	0.00%
COMERICA BANK	119.02K	Dec 31, 25	-1.71K	0.11%
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%
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	0.33%
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%

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

13.67M

Jun 30, 26

-532.96K

12.57%

LPL Financial LLC

8.89M

Jun 30, 26

-3.18K

8.18%

WELLS FARGO & COMPANY/MN

7.55M

Jun 30, 26

-373.61K

6.95%

ROYAL BANK OF CANADA

3.14M

Jun 30, 26

+212.68K

2.89%

UBS Group AG

2.79M

Jun 30, 26

-281.12K

2.57%

RAYMOND JAMES FINANCIAL INC

2.73M

Jun 30, 26

+273.94K

2.51%

BANK OF AMERICA CORP /DE/

2.47M

Jun 30, 26

+186.48K

2.27%

Csenge Advisory Group

1.90M

Jun 30, 26

+6.01K

1.75%

Cetera Investment Advisers

1.70M

Jun 30, 26

+119.23K

1.56%

COMMONWEALTH EQUITY SERVICES, LLC

1.25M

Jun 30, 26

+610.36K

1.15%

ADVISOR GROUP HOLDINGS, INC.

1.21M

Jun 30, 26

+63.82K

1.12%

STIFEL FINANCIAL CORP

1.20M

Jun 30, 26

+11.30K

1.10%

BDFS Capital LLC

1.15M

Jun 30, 26

+34.13K

1.06%

Cambridge Investment Research Advisors, Inc.

891.18K

Jun 30, 26

-125.03K

0.82%

ENVESTNET ASSET MANAGEMENT INC

865.07K

Jun 30, 26

+37.83K

0.80%

Gradient Investments LLC

733.98K

Jun 30, 26

+71.05K

0.68%

WILEY BROS.-AINTREE CAPITAL, LLC

714.65K

Jun 30, 26

+52.37K

0.66%

Bramshill Investments, LLC

659.48K

Jun 30, 26

+3.68K

0.61%

Hansen & Associates Financial Group, Inc.

639.95K

Jun 30, 26

-154.13K

0.59%

TCP Asset Management, LLC

629.76K

Jun 30, 26

+56.44K

0.58%

Guided Capital Wealth Management, LLC

628.74K

Jun 30, 26

+77.11K

0.58%

TUCKER ASSET MANAGEMENT LLC

591.01K

Jun 30, 26

-422.98K

0.54%

TRUIST FINANCIAL CORP

590.59K

Jun 30, 26

+34.13K

0.54%

Accurate Wealth Management, LLC

575.59K

Jun 30, 26

+371.00K

0.53%

Kirkwood Financial Services

436.65K

Jun 30, 26

+436.65K

0.40%

HBK Sorce Advisory LLC

431.88K

Jun 30, 26

+100.92K

0.40%

Kingsview Wealth Management, LLC

427.80K

Jun 30, 26

+4.80K

0.39%

Janney Montgomery Scott LLC

426.37K

Jun 30, 26

+27.71K

0.39%

Private Advisor Group, LLC

417.49K

Jun 30, 26

+155.48K

0.38%

IFP Advisors, Inc

412.66K

Jun 30, 26

-22.87K

0.38%

Kaydan Wealth Management, Inc.

412.39K

Jun 30, 26

-7.16K

0.38%

Western Wealth Management, LLC

409.29K

Jun 30, 26

+117.88K

0.38%

Mariner, LLC

390.52K

Jun 30, 26

-96.05K

0.36%

Holistic Planning, LLC

386.78K

Jun 30, 26

+730

0.36%

Atria Investments, Inc

383.12K

Jun 30, 26

+24.59K

0.35%

Mainsail Financial Group, LLC

380.58K

Jun 30, 26

+67.37K

0.35%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

365.60K

Jun 30, 26

+185.38K

0.34%

Aptus Capital Advisors, LLC

358.61K

Jun 30, 26

+327.43K

0.33%

NewEdge Advisors, LLC

355.14K

Jun 30, 26

+22.34K

0.33%

Second Line Capital, LLC

351.13K

Jun 30, 26

+330.33K

0.32%

Balboa Wealth Partners

330.36K

Jun 30, 26

+25.51K

0.30%

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%

LAKE STREET FINANCIAL LLC

299.10K

Jun 30, 26

+5.53K

0.28%

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%

HighTower Advisors, LLC

284.37K

Jun 30, 26

-9.33K

0.26%

HARBOUR INVESTMENTS, INC.

281.95K

Jun 30, 26

-898

0.26%

WESBANCO BANK INC

270.71K

Jun 30, 26

+15.16K

0.25%

Kestra Advisory Services, LLC

270.41K

Jun 30, 26

+56.99K

0.25%

Altium Investment Strategies LLC

269.79K

Jun 30, 26

+84.25K

0.25%

Steward Partners Investment Advisory, LLC

269.76K

Jun 30, 26

-243.94K

0.25%

OPPENHEIMER & CO INC

268.32K

Jun 30, 26

+114.08K

0.25%

FLAGSHIP HARBOR ADVISORS, LLC

259.08K

Jun 30, 26

+8.99K

0.24%

Ameritas Advisory Services, LLC

256.02K

Jun 30, 26

+115.62K

0.24%

Avestar Capital, LLC

249.20K

Jun 30, 26

+20.11K

0.23%

Petix & Botte Co

244.08K

Jun 30, 26

+22.99K

0.22%

TITLEIST ASSET MANAGEMENT, LLC

237.22K

Jun 30, 26

+12.40K

0.22%

Ellsworth Advisors, LLC

235.69K

Jun 30, 26

+10.81K

0.22%

Crusonia Wealth Advisors LLC

229.59K

Jun 30, 26

+27.16K

0.21%

SHELTON WEALTH MANAGEMENT, LLC

218.23K

Jun 30, 26

+1.84K

0.20%

Capital Investment Advisory Services, LLC

216.01K

Jun 30, 26

+1.77K

0.20%

CITIGROUP INC

214.17K

Jun 30, 26

+17.45K

0.20%

Stablepoint Partners, LLC

213.64K

Jun 30, 26

-5.94K

0.20%

GDS Wealth Management

209.88K

Jun 30, 26

-499.90K

0.19%

Hilton Head Capital Partners, LLC

195.30K

Jun 30, 26

-73.94K

0.18%

Rockefeller Capital Management L.P.

191.09K

Jun 30, 26

+44.83K

0.18%

Gateway Wealth Partners, LLC

184.25K

Jun 30, 26

-175.77K

0.17%

IronBridge Private Wealth, LLC

183.91K

Jun 30, 26

-4.50K

0.17%

Clear Creek Financial Management, LLC

177.72K

Jun 30, 26

+17.60K

0.16%

Ashton Thomas Private Wealth, LLC

176.49K

Jun 30, 26

+52.97K

0.16%

Forty-three Eighteen Advisors, LLC

170.88K

Jun 30, 26

+164.29K

0.16%

McGuire Investment Group, LLC

169.53K

Jun 30, 26

+23.00K

0.16%

Cassia Capital Partners, LLC

164.18K

Jun 30, 26

+7.87K

0.15%

Sanctuary Advisors, LLC

163.25K

Jun 30, 26

+9.71K

0.15%

Harvest Investment Services, LLC

163.02K

Jun 30, 26

+31.71K

0.15%

Transcendent Capital Group LLC

161.98K

Jun 30, 26

+817

0.15%

KESTRA PRIVATE WEALTH SERVICES, LLC

153.49K

Jun 30, 26

+15.88K

0.14%

D.A. DAVIDSON & CO.

149.40K

Jun 30, 26

-778

0.14%

Integrated Advisors Network LLC

148.99K

Jun 30, 26

-557

0.14%

FIFTH THIRD BANCORP

146.63K

Jun 30, 26

-359

0.13%

Cedrus Wealth Group LLC

144.86K

Jun 30, 26

+144.86K

0.13%

TKG Advisors, LLC

144.26K

Jun 30, 26

+121.26K

0.13%

Ausdal Financial Partners, Inc.

140.05K

Jun 30, 26

-7.25K

0.13%

Triumph Capital Management

135.52K

Jun 30, 26

-16.80K

0.12%

Ifrah Financial Services, Inc.

131.31K

Jun 30, 26

+935

0.12%

Virtus Wealth Solutions LLC

130.36K

Jun 30, 26

-10.57K

0.12%

Concurrent Investment Advisors, LLC

129.63K

Jun 30, 26

-2.46M

0.12%

Proactive Wealth Strategies LLC

129.42K

Jun 30, 26

-4.10K

0.12%

TWIN PEAKS WEALTH ADVISORS, LLC

128.90K

Jun 30, 26

-6.99K

0.12%

HighPoint Advisor Group LLC

122.79K

Jun 30, 26

-3.81K

0.11%

Kovack Advisors, Inc.

122.75K

Jun 30, 26

-41.48K

0.11%

Simplicity Wealth,LLC

119.63K

Jun 30, 26

-6.58K

0.11%

Vestmark Advisory Solutions, Inc.

118.84K

Jun 30, 26

+331

0.11%

Mutual Advisors, LLC

116.83K

Jun 30, 26

-33.59K

0.11%

Stratos Wealth Partners, LTD.

116.03K

Jun 30, 26

-4.57K

0.11%

WealthPlan Investment Management, LLC

115.30K

Jun 30, 26

+2.59K

0.11%

Equitable Holdings, Inc.

109.33K

Jun 30, 26

-58.37K

0.10%

GREAT VALLEY ADVISOR GROUP, INC.

109.08K

Jun 30, 26

-7.35K

0.10%

Stratos Wealth Advisors, LLC

107.63K

Jun 30, 26

+15.73K

0.10%

Fairway Financial, LLC

106.27K

Jun 30, 26

+2.51K

0.10%

MML INVESTORS SERVICES, LLC

105.07K

Jun 30, 26

+31.64K

0.10%

TD Capital Management LLC

102.91K

Jun 30, 26

-25.75K

0.09%

SRS Capital Advisors, Inc.

101.80K

Jun 30, 26

+61.27K

0.09%

Kinloch Capital, LLC

99.75K

Jun 30, 26

-32.57K

0.09%

Pinnacle Financial Partners, Inc.

99.72K

Jun 30, 26

-11.91K

0.09%

Blueprint Financial Advisors LLC

99.40K

Jun 30, 26

+99.40K

0.09%

PCG Wealth Advisors, LLC

98.50K

Jun 30, 26

+2.84K

0.09%

Nilsine Partners, LLC

98.16K

Jun 30, 26

+1.98K

0.09%

G&S Capital LLC

97.80K

Jun 30, 26

+75.68K

0.09%

1776 Wealth LLC

95.97K

Jun 30, 26

-14.01K

0.09%

CI Private Wealth, LLC

95.39K

Jun 30, 26

-14.45K

0.09%

Capasso Planning Partners LLC

95.24K

Jun 30, 26

-43.95K

0.09%

EdgeRock Capital LLC

94.41K

Jun 30, 26

+4.78K

0.09%

J.W. COLE ADVISORS, INC.

92.29K

Jun 30, 26

+8.76K

0.08%

BNP PARIBAS ARBITRAGE, SNC

92.28K

Jun 30, 26

+92.28K

0.08%

Inspire Advisors, LLC

92.19K

Jun 30, 26

+5.18K

0.08%

Plus Group Wealth Advisors LLC

89.07K

Jun 30, 26

+12.40K

0.08%

DAYMARK WEALTH PARTNERS, LLC

88.88K

Jun 30, 26

-3.66K

0.08%

Arkadios Wealth Advisors

88.12K

Jun 30, 26

+36.26K

0.08%

BELLEVUE ASSET MANAGEMENT, LLC

87.26K

Jun 30, 26

+18.37K

0.08%

SageGuard Financial Group, LLC

86.37K

Jun 30, 26

+2.52K

0.08%

OPINICUS CAPITAL, INC.

84.96K

Jun 30, 26

+16.96K

0.08%

CITADEL ADVISORS LLC

81.19K

Jun 30, 26

+81.19K

0.07%

FIRST TRUST ADVISORS LP

81.17K

Jun 30, 26

+78

0.07%

RiverTree Advisors, LLC

79.94K

Jun 30, 26

-54.58K

0.07%

NewEdge Wealth, LLC

79.62K

Jun 30, 26

-715

0.07%

Gladstone Institutional Advisory LLC

75.39K

Jun 30, 26

-4.74K

0.07%

Commonwealth Financial Services, LLC

74.89K

Jun 30, 26

+74.89K

0.07%

Snowden Capital Advisors LLC

74.58K

Jun 30, 26

+523

0.07%

CALTON & ASSOCIATES, INC.

74.35K

Jun 30, 26

-1.60K

0.07%

JPMORGAN CHASE & CO

73.05K

Jun 30, 26

-2.44K

0.07%

BENJAMIN EDWARDS INC

71.34K

Jun 30, 26

+20.33K

0.07%

StoneX Group Inc.

70.93K

Jun 30, 26

+12.56K

0.07%

Sigma Planning Corp

70.41K

Jun 30, 26

-30.75K

0.06%

Continuum Advisory, LLC

70.37K

Jun 30, 26

+37.08K

0.06%

Geneos Wealth Management Inc.

69.59K

Jun 30, 26

+23.57K

0.06%

Wagner Wealth Management, LLC

68.51K

Jun 30, 26

+56.88K

0.06%

Centerpoint Advisory Group

65.28K

Jun 30, 26

-1.88K

0.06%

Towerpoint Wealth, LLC

64.46K

Jun 30, 26

+2.70K

0.06%

Blueprint Investment Partners LLC

64.34K

Jun 30, 26

+64.34K

0.06%

Gerald Baker Financial Group LLC

62.76K

Jun 30, 26

+19.19K

0.06%

Aprio Wealth Management, LLC

62.45K

Jun 30, 26

-138

0.06%

Baird Financial Group, Inc.

62.24K

Jun 30, 26

-37.49K

0.06%

Sowell Financial Services LLC

61.93K

Jun 30, 26

+50.77K

0.06%

MGO ONE SEVEN LLC

61.71K

Jun 30, 26

+8.25K

0.06%

Triad Wealth Partners, LLC

60.61K

Jun 30, 26

-150.43K

0.06%

AE Wealth Management LLC

59.59K

Jun 30, 26

-17.73K

0.05%

Farther Finance Advisors, LLC

59.21K

Jun 30, 26

-180.11K

0.05%

Paul Damon & Associates, Inc.

58.74K

Jun 30, 26

+41.63K

0.05%

CreativeOne Wealth, LLC

57.97K

Jun 30, 26

-21.68K

0.05%

WCG Wealth Advisors LLC

57.92K

Jun 30, 26

+166

0.05%

Stone Wealth Partners

57.85K

Jun 30, 26

+3.48K

0.05%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

57.07K

Jun 30, 26

+414

0.05%

CITIZENS FINANCIAL GROUP INC/RI

56.68K

Jun 30, 26

+244

0.05%

IFG Advisory, LLC

56.55K

Jun 30, 26

+56.55K

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%

Great Lakes Retirement, Inc.

55.05K

Jun 30, 26

+3.23K

0.05%

Legacy Wealth Managment, LLC/ID

54.97K

Jun 30, 26

-2.67K

0.05%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

54.80K

Jun 30, 26

+7.55K

0.05%

Cornerstone Wealth Management, LLC

54.63K

Jun 30, 26

-208

0.05%

Synergy Asset Management, LLC

54.57K

Jun 30, 26

-75.94K

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

52.89K

Jun 30, 26

-12.50K

0.05%

Foundations Investment Advisors, LLC

52.04K

Jun 30, 26

-18.37K

0.05%

Advisory Alpha, LLC

50.79K

Jun 30, 26

-933

0.05%

Castle Rock Wealth Management, LLC

50.29K

Jun 30, 26

+89

0.05%

Arete Wealth Advisors, LLC

49.15K

Jun 30, 26

-755

0.05%

Golden State Wealth Management, LLC

47.21K

Jun 30, 26

-220

0.04%

Summit Wealth Partners, LLC

47.16K

Jun 30, 26

-1.05K

0.04%

Key Client Fiduciary Advisors, LLC

46.95K

Jun 30, 26

+3.43K

0.04%

KINGSWOOD WEALTH ADVISORS, LLC

46.65K

Jun 30, 26

-33.85K

0.04%

Kesler, Norman & Wride, LLC

44.49K

Jun 30, 26

-4.79K

0.04%

Merit Financial Group, LLC

43.81K

Jun 30, 26

-3.49K

0.04%

NWF Advisory Services Inc.

42.34K

Jun 30, 26

+141

0.04%

WILLNER & HELLER, LLC

40.63K

Jun 30, 26

+4.95K

0.04%

LaSalle St. Investment Advisors, LLC

40.28K

Jun 30, 26

+276

0.04%

Beacon Pointe Advisors, LLC

39.94K

Jun 30, 26

-1.13K

0.04%

Resources Investment Advisors, LLC.

38.09K

Jun 30, 26

+20.30K

0.04%

B. Riley Wealth Advisors, Inc.

38.08K

Jun 30, 26

+722

0.04%

Strategic Financial Concepts, LLC

37.45K

Jun 30, 26

+21.45K

0.03%

Keystone Wealth Services, LLC

37.44K

Jun 30, 26

-985

0.03%

Investor's Fiduciary Advisor Network, LLC

36.37K

Jun 30, 26

+603

0.03%

Spire Wealth Management

35.83K

Jun 30, 26

-9.84K

0.03%

STEPHENS INC /AR/

35.30K

Jun 30, 26

+1.53K

0.03%

Purus Wealth Management, LLC

35.11K

Jun 30, 26

+985

0.03%

Cresset Asset Management, LLC

34.48K

Jun 30, 26

-32.87K

0.03%

Beacon Financial Advisory LLC

34.02K

Jun 30, 26

-68

0.03%

Cambridge Advisors Inc.

33.83K

Jun 30, 26

+13.02K

0.03%

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

33.17K

Jun 30, 26

-3.03K

0.03%

360 Financial, Inc.

32.89K

Jun 30, 26

+223

0.03%

Maridea Wealth Management LLC

32.76K

Jun 30, 26

+1.58K

0.03%

Summit Financial, LLC

32.57K

Jun 30, 26

+4.66K

0.03%

Core Wealth Partners LLC

31.89K

Jun 30, 26

+2.57K

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

31.75K

Jun 30, 26

-2.57K

0.03%

Insight Advisors, LLC/ PA

31.50K

Jun 30, 26

-310

0.03%

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

28.98K

Jun 30, 26

-11.42K

0.03%

INSIGNEO ADVISORY SERVICES, LLC

28.41K

Jun 30, 26

0.03%

Maia Wealth LLC

28.37K

Jun 30, 26

+3.08K

0.03%

PRINCIPAL SECURITIES, INC.

28.30K

Jun 30, 26

+281

0.03%

Chicago Partners Investment Group LLC

27.86K

Jun 30, 26

+1.98K

0.03%

WEDBUSH SECURITIES INC

27.54K

Jun 30, 26

-1.58K

0.03%

Wisconsin Wealth Advisors, LLC

26.85K

Jun 30, 26

+39

0.02%

Mount Yale Investment Advisors, LLC

26.70K

Jun 30, 26

+79

0.02%

Regal Investment Advisors LLC

26.55K

Jun 30, 26

+10.80K

0.02%

Integrated Wealth Concepts LLC

26.18K

Jun 30, 26

-5.64K

0.02%

Clear Point Advisors Inc.

26.07K

Jun 30, 26

+26.07K

0.02%

IHT Wealth Management, LLC

26.05K

Jun 30, 26

-4.14K

0.02%

Quad-Cities Investment Group, LLC

25.88K

Jun 30, 26

-7.60K

0.02%

WELCH & FORBES LLC

25.84K

Jun 30, 26

-6.80K

0.02%

DAGCO, INC.

25.76K

Jun 30, 26

+5.18K

0.02%

VAUGHAN DAVID INVESTMENTS LLC/IL

25.00K

Jun 30, 26

0.02%

Paladin Wealth, LLC

24.86K

Jun 30, 26

+2.29K

0.02%

Apollon Wealth Management, LLC

24.76K

Jun 30, 26

+63

0.02%

Authentikos Wealth Advisory, LLC

24.75K

Jun 30, 26

-2.82K

0.02%

VisionPoint Advisory Group, LLC

24.68K

Jun 30, 26

-10.90K

0.02%

Brown Financial Advisors

23.62K

Jun 30, 26

+816

0.02%

ASSETMARK, INC

23.32K

Jun 30, 26

+2.40K

0.02%

Creative Planning

23.31K

Jun 30, 26

+746

0.02%

Keystone Financial Group

23.28K

Jun 30, 26

+6.79K

0.02%

CONDOR CAPITAL MANAGEMENT

23.22K

Jun 30, 26

0.02%

Scarborough Advisors, LLC

22.88K

Jun 30, 26

-1.86K

0.02%

Pensionmark Financial Group, LLC

22.27K

Jun 30, 26

+7.07K

0.02%

Uncommon Cents Investing LLC

22.14K

Jun 30, 26

+25

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

21.20K

Jun 30, 26

+340

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

21.16K

Jun 30, 26

-320

0.02%

AXXCESS WEALTH MANAGEMENT, LLC

20.69K

Jun 30, 26

+20.69K

0.02%

Darwin Wealth Management, LLC

20.69K

Jun 30, 26

+78

0.02%

Miracle Mile Advisors, LLC

20.63K

Jun 30, 26

0.02%

PFG Investments, LLC

20.23K

Jun 30, 26

+6.99K

0.02%

Prime Capital Investment Advisors, LLC

20.04K

Jun 30, 26

-44.38K

0.02%

IMG Wealth Management, Inc.

20.01K

Jun 30, 26

-4.11K

0.02%

NAPLES GLOBAL ADVISORS, LLC

19.71K

Jun 30, 26

-3.51K

0.02%

KKM Financial LLC

19.43K

Jun 30, 26

+115

0.02%

CHIRON CAPITAL MANAGEMENT, LLC

18.63K

Jun 30, 26

+7.51K

0.02%

Pine Valley Investments Ltd Liability Co

18.43K

Jun 30, 26

-21.80K

0.02%

White Wing Wealth Management

18.07K

Jun 30, 26

-4.04K

0.02%

Paragon Private Wealth Management, LLC

17.99K

Jun 30, 26

+17.99K

0.02%

MTM Investment Management, LLC

17.91K

Jun 30, 26

0.02%

NBC SECURITIES, INC.

17.40K

Jun 30, 26

-1.25K

0.02%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

17.09K

Jun 30, 26

-5.68K

0.02%

GOLDMAN SACHS GROUP INC

16.97K

Jun 30, 26

+16.97K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

16.60K

Jun 30, 26

0.02%

Weitzel Financial Services, Inc.

16.20K

Jun 30, 26

-1.95K

0.01%

Wealth Watch Advisors, INC

16.10K

Jun 30, 26

-635

0.01%

CARY STREET PARTNERS FINANCIAL LLC

15.99K

Jun 30, 26

+4.50K

0.01%

GeoWealth Management, LLC

15.90K

Jun 30, 26

+1.85K

0.01%

PRIVATE TRUST CO NA

15.75K

Jun 30, 26

-9.24K

0.01%

Tower Research Capital LLC (TRC)

15.69K

Jun 30, 26

+15.68K

0.01%

Park Square Financial Group, LLC

14.69K

Jun 30, 26

-3.15K

0.01%

Integrity Advisory Solutions, LLC

14.44K

Jun 30, 26

+14.44K

0.01%

Refined Wealth Management

14.21K

Jun 30, 26

0.01%

First Financial Group Corp

14.20K

Jun 30, 26

-1.11K

0.01%

Wealth Management Associates, Inc.

14.06K

Jun 30, 26

-481

0.01%

Prasad Wealth Partners, LLC

13.91K

Jun 30, 26

+15

0.01%

Global Assets Advisory, LLC

13.88K

Jun 30, 26

+13.88K

0.01%

SILVER OAK SECURITIES, INCORPORATED

13.68K

Jun 30, 26

+590

0.01%

Modern Wealth Management, LLC

13.58K

Jun 30, 26

+13.58K

0.01%

Mattson Financial Services, LLC

13.45K

Jun 30, 26

+968

0.01%

MAI Capital Management

13.44K

Jun 30, 26

-1.18K

0.01%

Nuveen, LLC

13.34K

Jun 30, 26

+13.34K

0.01%

COMPASS FINANCIAL MANAGEMENT LLC

13.21K

Jun 30, 26

+13.21K

0.01%

Del-Sette Capital Management, LLC

13.15K

Jun 30, 26

+8.86K

0.01%

Coastwise Capital Group, LLC

13.10K

Jun 30, 26

-349

0.01%

Front Row Advisors LLC

12.85K

Jun 30, 26

-955

0.01%

Texas Yale Capital Corp.

12.71K

Jun 30, 26

-675

0.01%

Symphony Financial, Ltd. Co.

12.65K

Jun 30, 26

-6.23K

0.01%

Prosperity Consulting Group, LLC

12.09K

Jun 30, 26

-420

0.01%

Madden Advisory Services, Inc.

12.01K

Jun 30, 26

-270

0.01%

Coppell Advisory Solutions LLC

11.88K

Jun 30, 26

+11.88K

0.01%

MANCHESTER FINANCIAL INC

11.74K

Jun 30, 26

-180.18K

0.01%

Main Street Financial Solutions, LLC

11.27K

Jun 30, 26

-134

0.01%

Luken Investment Analytics, LLC

11.25K

Jun 30, 26

+616

0.01%

HRT FINANCIAL LP

11.17K

Jun 30, 26

+11.17K

0.01%

PKS Advisory Services, LLC

10.89K

Jun 30, 26

-402

0.01%

Signal Advisors Wealth, LLC

10.83K

Jun 30, 26

-4.18K

0.01%

QP WEALTH MANAGEMENT, LLC

10.76K

Jun 30, 26

+1.43K

0.01%

Midwest Financial Network, LLC

10.66K

Jun 30, 26

-1.80K

0.01%

Moors & Cabot, Inc.

10.51K

Jun 30, 26

-28

0.01%

Valmark Advisers, Inc.

10.39K

Jun 30, 26

+656

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

9.89K

Jun 30, 26

+73

0.01%

Wilkerson Advisory Group LLC

9.81K

Jun 30, 26

+81

0.01%

TWO SIGMA SECURITIES, LLC

9.69K

Jun 30, 26

+9.69K

0.01%

Sage Capital Advisors,llc

9.65K

Jun 30, 26

+99

0.01%

Global Retirement Partners, LLC

9.63K

Jun 30, 26

+9.63K

0.01%

Tortuga Wealth Management, Inc

9.57K

Jun 30, 26

+900

0.01%

Cerity Partners LLC

9.40K

Jun 30, 26

0.01%

WASHINGTON TRUST BANK

9.32K

Jun 30, 26

+9.32K

0.01%

SLT Holdings LLC

9.29K

Jun 30, 26

-3.94K

0.01%

Objective Capital Management, LLC

9.21K

Jun 30, 26

-1.66K

0.01%

Advisory Services Network, LLC

9.12K

Jun 30, 26

+4.30K

0.01%

NICOLET BANKSHARES INC

9.04K

Jun 30, 26

+9.04K

0.01%

CRUX WEALTH ADVISORS

9.03K

Jun 30, 26

+3.51K

0.01%

Waverly Advisors, LLC

8.92K

Jun 30, 26

-1.93K

0.01%

Archer Investment Corp

8.87K

Jun 30, 26

-1.14K

0.01%

CAPTRUST FINANCIAL ADVISORS

8.72K

Jun 30, 26

-3.21K

0.01%

Envestnet Portfolio Solutions, Inc.

8.63K

Jun 30, 26

+66

0.01%

Vines Capital Management, LLC

8.60K

Jun 30, 26

0.01%

Aries Wealth Management

8.50K

Jun 30, 26

0.01%

COTTONWOOD CAPITAL ADVISORS, LLC

8.39K

Jun 30, 26

-16

0.01%

First Western Trust Bank

8.32K

Jun 30, 26

+8.32K

0.01%

First Heartland Consultants, Inc.

8.29K

Jun 30, 26

-80

0.01%

Qube Research & Technologies Ltd

8.21K

Jun 30, 26

-811

0.01%

Rathbones Group PLC

8.19K

Jun 30, 26

+75

0.01%

Advyzon Investment Management, LLC

7.90K

Jun 30, 26

-4.22K

0.01%

Meridian Wealth Management, LLC

7.88K

Jun 30, 26

+290

0.01%

RAHLFS CAPITAL, LLC

7.85K

Jun 30, 26

0.01%

SeaCrest Wealth Management, LLC

7.74K

Jun 30, 26

-866

0.01%

Latitude Advisors, LLC

7.29K

Jun 30, 26

-1.94K

0.01%

Plotkin Financial Advisors, LLC

7.28K

Jun 30, 26

+7.28K

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

7.21K

Jun 30, 26

-48.98K

0.01%

BYRNE FINANCIAL FREEDOM, LLC

7.19K

Jun 30, 26

-819

0.01%

Stenger Family Office, LLC

7.07K

Jun 30, 26

-7.36K

0.01%

Strid Group, LLC

6.97K

Jun 30, 26

-175

0.01%

Huntleigh Advisors, Inc.

6.92K

Jun 30, 26

-52

0.01%

Ethos Financial Group, LLC

6.92K

Jun 30, 26

+6.92K

0.01%

Lunt Capital Management, Inc.

6.80K

Jun 30, 26

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%

CENTAURUS FINANCIAL, INC.

6.59K

Jun 30, 26

-463

0.01%

Troutman Wealth Management, LLC

6.38K

Jun 30, 26

+35

0.01%

US BANCORP \DE\

6.28K

Jun 30, 26

-20.50K

0.01%

TCFG Investment Advisors, LLC

6.11K

Jun 30, 26

0.01%

Parallel Advisors, LLC

6.03K

Jun 30, 26

+1.90K

0.01%

Independent Wealth Network Inc.

6.00K

Jun 30, 26

+6.00K

0.01%

Sovran Advisors, LLC

5.88K

Jun 30, 26

-1.31K

0.01%

Cherry Creek Investment Advisors, Inc.

5.67K

Jun 30, 26

-50

0.01%

AMERIPRISE FINANCIAL INC

5.66K

Jun 30, 26

+1.85K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

5.53K

Jun 30, 26

-322

0.01%

Tidemark, LLC

5.47K

Jun 30, 26

0.01%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

5.17K

Jun 30, 26

+48

0.00%

Keebeck Wealth Management, LLC

5.04K

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

5.00K

Jun 30, 26

+461

0.00%

Brookwood Investment Group LLC

4.96K

Jun 30, 26

-2.08K

0.00%

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%

Schwallier Wealth Management LLC

4.82K

Jun 30, 26

-1.27K

0.00%

AssuredPartners Investment Advisors, LLC

4.73K

Jun 30, 26

0.00%

PARK AVENUE SECURITIES LLC

4.55K

Jun 30, 26

+831

0.00%

PFS Partners, LLC

4.50K

Jun 30, 26

0.00%

OakTrust Wealth Advisors, LLC

4.50K

Jun 30, 26

+46

0.00%

Ascension Capital Advisors, Inc.

4.28K

Jun 30, 26

0.00%

Elevation Advisory Partners LLC

4.18K

Jun 30, 26

0.00%

PMV Capital Advisers, LLC

4.16K

Jun 30, 26

+174

0.00%

Perennial Investment Advisors, LLC

4.07K

Jun 30, 26

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

4.06K

Jun 30, 26

-1.82K

0.00%

SHEETS SMITH WEALTH MANAGEMENT

4.00K

Jun 30, 26

0.00%

CacheTech Inc.

3.97K

Jun 30, 26

0.00%

OneAscent Family Office, LLC

3.95K

Jun 30, 26

0.00%

Pathstone Holdings, LLC

3.92K

Jun 30, 26

+3.92K

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%

Manhattan West Asset Management, LLC

3.81K

Jun 30, 26

+3.81K

0.00%

Strait & Sound Wealth Management LLC

3.74K

Jun 30, 26

-98

0.00%

GK Wealth Management LLC

3.69K

Jun 30, 26

+3.69K

0.00%

Stonebridge Financial Planning Group, LLC

3.66K

Jun 30, 26

-62

0.00%

PSI Advisors, LLC

3.63K

Jun 30, 26

+3.63K

0.00%

BLUELINE ADVISORS LLC

3.62K

Jun 30, 26

-1.90K

0.00%

Signature Equity Partners, LLC

3.62K

Jun 30, 26

-639

0.00%

LEE DANNER & BASS INC

3.55K

Jun 30, 26

-3.00K

0.00%

Almanack Investment Partners, LLC.

3.51K

Jun 30, 26

+3.51K

0.00%

NORTHBRIDGE FINANCIAL GROUP, LLC

3.50K

Jun 30, 26

+3.50K

0.00%

IFS Group,LLC

3.45K

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

3.42K

Jun 30, 26

-27

0.00%

HARMONY ASSET MANAGEMENT LLC

3.37K

Jun 30, 26

0.00%

Merkkuri Wealth Advisors LLC

3.37K

Jun 30, 26

-1.72K

0.00%

Keating Financial Advisory Services, Inc.

3.21K

Jun 30, 26

+1.67K

0.00%

AMERIFLEX GROUP, INC.

3.12K

Jun 30, 26

+20

0.00%

Centerpoint Advisors, LLC

3.11K

Jun 30, 26

+3.11K

0.00%

BANK OF MONTREAL /CAN/

3.00K

Jun 30, 26

-533

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.80K

Jun 30, 26

-375

0.00%

Nova Wealth Management, Inc.

2.45K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

2.29K

Jun 30, 26

+2.29K

0.00%

Dunhill Financial, LLC

2.09K

Jun 30, 26

0.00%

Global Trust Asset Management, LLC

2.06K

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

2.00K

Jun 30, 26

0.00%

KELLEHER FINANCIAL ADVISORS

1.84K

Jun 30, 26

+921

0.00%

Westside Investment Management, Inc.

1.80K

Jun 30, 26

-300

0.00%

AdvisorNet Financial, Inc

1.56K

Jun 30, 26

+1.56K

0.00%

RAFFA WEALTH MANAGEMENT, LLC

1.46K

Jun 30, 26

-35

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

1.45K

Jun 30, 26

+15

0.00%

Larson Financial Group LLC

1.40K

Jun 30, 26

-165

0.00%

Mascoma Wealth Management LLC

1.28K

Jun 30, 26

+1.28K

0.00%

NBT BANK N A /NY

1.27K

Jun 30, 26

-6.09K

0.00%

CoreCap Advisors, LLC

1.23K

Jun 30, 26

+178

0.00%

Wealth Enhancement Trust Services, Inc.

1.07K

Jun 30, 26

+1.07K

0.00%

Glen Eagle Advisors, LLC

1.07K

Jun 30, 26

-171

0.00%

Philadelphia Investment Partners, LLC

1.06K

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

1.03K

Jun 30, 26

-62

0.00%

FIDUCIARY FINANCIAL ADVISORS

1.02K

Jun 30, 26

+1.02K

0.00%

Pinnacle Bancorp, Inc.

915

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

906

Jun 30, 26

0.00%

Parkside Financial Bank & Trust

800

Jun 30, 26

0.00%

Insight Inv LLC

700

Jun 30, 26

0.00%

BlackRock, Inc.

700

Jun 30, 26

-150

0.00%

TSFG, LLC

650

Jun 30, 26

0.00%

Capital Analysts, LLC

603

Jun 30, 26

+384

0.00%

Cornerstone Planning Group LLC

536

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

532

Jun 30, 26

+519

0.00%

DUNCKER STREETT & CO INC

500

Jun 30, 26

0.00%

MCDONALD PARTNERS LLC

300

Jun 30, 26

+300

0.00%

ORG Wealth Partners, LLC

292

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

290

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

264

Jun 30, 26

+215

0.00%

RMG Wealth Management LLC

264

Jun 30, 26

+264

0.00%

3 FACTOR INDEXING, LLC

233

Jun 30, 26

0.00%

Heritage Wealth Advisors

194

Jun 30, 26

+194

0.00%

IMA Wealth, Inc.

189

Jun 30, 26

0.00%

Allworth Financial LP

151

Jun 30, 26

0.00%

Avion Wealth

150

Jun 30, 26

+150

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%

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

Jun 30, 26

0.00%

Clearstead Advisors, LLC

Jun 30, 26

0.00%

CX Institutional

Jun 30, 26

0.00%

Caitlin John, LLC

Jun 30, 26

0.00%

Comprehensive Financial Planning, Inc./PA

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

-9

0.00%

Allspring Global Investments Holdings, LLC

Jun 30, 26

0.00%

Markowski Investments

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

-87

SHP Wealth Management

Jun 30, 26

-60

JFS WEALTH ADVISORS, LLC

Jun 30, 26

-500

TrueWealth Advisors, LLC

Jun 30, 26

-3.61K

Flaharty Asset Management, LLC

Jun 30, 26

-5.83K

FARMERS & MERCHANTS INVESTMENTS INC

Jun 30, 26

-900

FSC Wealth Advisors, LLC

Jun 30, 26

-9.12K

Crumly & Associates Inc.

Jun 30, 26

-9.32K

Delos Wealth Advisors, LLC

Jun 30, 26

-5.00K

Independent Advisor Alliance

Jun 30, 26

-315.22K

Quadrature Capital Ltd

Jun 30, 26

-6.90K

Smith Partners Wealth Management, LLC

Jun 30, 26

-12.79K

Brinker Capital Investments, LLC

Jun 30, 26

-8.13K

Pacific Center for Financial Services

Jun 30, 26

-276

Kingdom Financial Group LLC.

Jun 30, 26

-13

Golden State Equity Partners

Jun 30, 26

-22.72K

FLOW TRADERS U.S. LLC

Jun 30, 26

-7.08K

Richmond Investment Services, LLC

Jun 30, 26

-5.34K

BLAIR WILLIAM & CO/IL

Jun 30, 26

-691

Hilltop Holdings Inc.

Jun 30, 26

-3.65K

Cannon Advisors, Inc.

Jun 30, 26

-23.93K

Ronald Blue Trust, Inc.

Jun 30, 26

-1

Sound Income Strategies, LLC

Jun 30, 26

-405

XTX Topco Ltd

Jun 30, 26

-4.02K

PFG Advisors

Jun 30, 26

-4.39K

Moment Partners, LLC

Jun 30, 26

-47.81K

Simmons Bank

Jun 30, 26

-3.93K

TRUST CO OF VIRGINIA /VA

Jun 30, 26

-10.13K

IAMS WEALTH MANAGEMENT, LLC

Jun 30, 26

-12.10K

Root Financial Partners, LLC

Jun 30, 26

-1.68K

San Luis Wealth Advisors LLC

Jun 30, 26

-6.13K

Concorde Asset Management, LLC

Jun 30, 26

-34.54K

TopTier Wealth Management, LLC

Jun 30, 26

-4

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-154.77K

Collaborative Wealth Managment Inc.

Jun 30, 26

-8.12K

Oakworth Capital, Inc.

Jun 30, 26

-2.50K

Jaffetilchin Investment Partners, LLC

240.45K

Mar 31, 26

-20.01K

0.22%

Sterling Manor Financial, LLC

191.00K

Mar 31, 26

+6.39K

0.18%

CWM, LLC

175.62K

Mar 31, 26

+7.00K

0.16%

Claris Financial LLC

56.89K

Mar 31, 26

+5.27K

0.05%

Gibbs Wealth Management

8.87K

Mar 31, 26

+3.99K

0.01%

TCFG WEALTH MANAGEMENT, LLC

6.11K

Mar 31, 26

0.01%

U.S. Capital Wealth Advisors, LLC

5.71K

Mar 31, 26

+1.41K

0.01%

Redwood Wealth Management Group, LLC

3.56K

Mar 31, 26

-91

0.00%

Financial Gravity Asset Management, Inc.

1.21K

Mar 31, 26

-255

0.00%

Anchor Investment Management, LLC

700

Mar 31, 26

+700

0.00%

Sunbelt Securities, Inc.

649

Mar 31, 26

0.00%

COMERICA BANK

119.02K

Dec 31, 25

-1.71K

0.11%

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%

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

0.33%

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%