First Trust Dorsey Wright Focus 5 ETF(FV)

$72.40—Stale · unknown old

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First Trust Dorsey Wright Focus 5 ETF(FV)

NASDAQ • Last print unknown ago

$72.40—Stale · unknown old

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FV(FV)

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Institutional Ownership

Top 479 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	5.53M	Jun 30, 26	-65.22K	9.73%
LPL Financial LLC	3.30M	Jun 30, 26	+197.58K	5.81%
WELLS FARGO & COMPANY/MN	2.43M	Jun 30, 26	-794.70K	4.28%
COMMONWEALTH EQUITY SERVICES, LLC	1.75M	Jun 30, 26	-101.04K	3.07%
RAYMOND JAMES FINANCIAL INC	1.70M	Jun 30, 26	-86.76K	2.99%
UBS Group AG	1.20M	Jun 30, 26	-54.05K	2.11%
BANK OF AMERICA CORP /DE/	1.16M	Jun 30, 26	-23.24K	2.04%
ROYAL BANK OF CANADA	742.09K	Jun 30, 26	-15.53K	1.31%
ADVISOR GROUP HOLDINGS, INC.	646.60K	Jun 30, 26	-74.28K	1.14%
Proactive Wealth Strategies LLC	604.87K	Jun 30, 26	-4.63K	1.06%
Prospera Financial Services Inc	596.00K	Jun 30, 26	-35.58K	1.05%
Concurrent Investment Advisors, LLC	568.22K	Jun 30, 26	+5.85K	1.00%
NewEdge Advisors, LLC	552.68K	Jun 30, 26	+2.79K	0.97%
WILEY BROS.-AINTREE CAPITAL, LLC	517.05K	Jun 30, 26	+457.25K	0.91%
Janney Montgomery Scott LLC	487.34K	Jun 30, 26	+487.34K	0.86%
SAR WEALTH MANAGEMENT GROUP, LLC	478.78K	Jun 30, 26	+10.53K	0.84%
Cambridge Investment Research Advisors, Inc.	477.51K	Jun 30, 26	-43.81K	0.84%
STIFEL FINANCIAL CORP	416.11K	Jun 30, 26	-6.55K	0.73%
Cetera Investment Advisers	403.31K	Jun 30, 26	-327	0.71%
Rockefeller Capital Management L.P.	395.93K	Jun 30, 26	-19.58K	0.70%
D.A. DAVIDSON & CO.	393.65K	Jun 30, 26	-4.85K	0.69%
ENVESTNET ASSET MANAGEMENT INC	362.25K	Jun 30, 26	-26.95K	0.64%
BENJAMIN EDWARDS INC	285.41K	Jun 30, 26	-19.98K	0.50%
Baird Financial Group, Inc.	282.56K	Jun 30, 26	-60.62K	0.50%
Madrona Financial Services, LLC	254.31K	Jun 30, 26	+6.72K	0.45%
Geneos Wealth Management Inc.	249.07K	Jun 30, 26	+5.54K	0.44%
Private Advisor Group, LLC	248.68K	Jun 30, 26	-97.65K	0.44%
Steward Partners Investment Advisory, LLC	241.47K	Jun 30, 26	-76	0.43%
Frederick Financial Consultants, LLC	216.66K	Jun 30, 26	+13.38K	0.38%
Strid Group, LLC	187.64K	Jun 30, 26	-10.46K	0.33%
Concentrum Wealth Management	177.62K	Jun 30, 26	+2.76K	0.31%
Regal Investment Advisors LLC	173.45K	Jun 30, 26	-423	0.31%
Integrated Wealth Concepts LLC	163.14K	Jun 30, 26	+39.22K	0.29%
JPMORGAN CHASE & CO	159.48K	Jun 30, 26	+33.45K	0.28%
Stratos Wealth Partners, LTD.	149.63K	Jun 30, 26	-2.85K	0.26%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	148.63K	Jun 30, 26	-12.38K	0.26%
AlphaCore Capital LLC	145.24K	Jun 30, 26	+5.72K	0.26%
HFG Advisors, Inc.	144.74K	Jun 30, 26	+1.06K	0.25%
HighTower Advisors, LLC	134.48K	Jun 30, 26	-2.18K	0.24%
Ashton Thomas Private Wealth, LLC	129.31K	Jun 30, 26	-4.19K	0.23%
MGO ONE SEVEN LLC	120.66K	Jun 30, 26	-6.27K	0.21%
Fusion Capital, LLC	120.40K	Jun 30, 26	-30	0.21%
SkyOak Wealth, LLC	105.82K	Jun 30, 26	-1.93K	0.19%
Gateway Wealth Partners, LLC	103.67K	Jun 30, 26	-110.96K	0.18%
Valmark Advisers, Inc.	101.12K	Jun 30, 26	+2.40K	0.18%
CITIGROUP INC	99.69K	Jun 30, 26	-1.53K	0.18%
IFP Advisors, Inc	98.21K	Jun 30, 26	-3.20K	0.17%
JONES FINANCIAL COMPANIES LLLP	93.65K	Jun 30, 26	+4.55K	0.16%
PFG Investments, LLC	92.94K	Jun 30, 26	+6.00K	0.16%
Kestra Advisory Services, LLC	84.35K	Jun 30, 26	-3.31K	0.15%
MML INVESTORS SERVICES, LLC	84.05K	Jun 30, 26	+2.13K	0.15%
TRUIST FINANCIAL CORP	75.92K	Jun 30, 26	-11.17K	0.13%
FIFTH THIRD BANCORP	74.57K	Jun 30, 26	-347	0.13%
ATWOOD & PALMER INC	73.53K	Jun 30, 26	-7.21K	0.13%
Waverly Advisors, LLC	71.61K	Jun 30, 26	-753	0.13%
Merit Financial Group, LLC	70.62K	Jun 30, 26	+305	0.12%
US BANCORP \DE\	68.45K	Jun 30, 26	+4.80K	0.12%
Sanctuary Advisors, LLC	62.93K	Jun 30, 26	-1.14K	0.11%
Creative Planning	62.35K	Jun 30, 26	-2.45K	0.11%
Global Retirement Partners, LLC	61.13K	Jun 30, 26	+61.13K	0.11%
Meridian Wealth Management, LLC	60.96K	Jun 30, 26	--	0.11%
Claro Advisors LLC	60.46K	Jun 30, 26	-398	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	60.16K	Jun 30, 26	-6.20K	0.11%
Farther Finance Advisors, LLC	59.83K	Jun 30, 26	+402	0.11%
DAYMARK WEALTH PARTNERS, LLC	59.50K	Jun 30, 26	+1.01K	0.10%
Stablepoint Partners, LLC	58.86K	Jun 30, 26	+2.67K	0.10%
AQR CAPITAL MANAGEMENT LLC	55.42K	Jun 30, 26	-3.21K	0.10%
Petix & Botte Co	54.45K	Jun 30, 26	+4.20K	0.10%
TradeWell Securities, LLC.	54.06K	Jun 30, 26	-2.36K	0.10%
Apollon Wealth Management, LLC	53.31K	Jun 30, 26	-3.87K	0.09%
Morey & Quinn Wealth Partners, LLC	52.86K	Jun 30, 26	+38	0.09%
MUIRFIELD WEALTH ADVISORS LLC	51.62K	Jun 30, 26	+533	0.09%
Cushing Capital Partners, LLC	50.40K	Jun 30, 26	+2.14K	0.09%
Mutual Advisors, LLC	48.94K	Jun 30, 26	-1.98K	0.09%
VestGen Advisors, LLC	45.97K	Jun 30, 26	+552	0.08%
IFG Advisory, LLC	45.52K	Jun 30, 26	+45.52K	0.08%
First Heartland Consultants, Inc.	44.21K	Jun 30, 26	+1.10K	0.08%
Miracle Mile Advisors, LLC	42.45K	Jun 30, 26	-626	0.07%
Equitable Holdings, Inc.	40.14K	Jun 30, 26	-1.82K	0.07%
MARSHALL INVESTMENT MANAGEMENT, LLC	40.12K	Jun 30, 26	-4.83K	0.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	40.01K	Jun 30, 26	-114.71K	0.07%
FLAGSHIP HARBOR ADVISORS, LLC	39.84K	Jun 30, 26	+147	0.07%
INDEPENDENT FINANCIAL GROUP, LLC	39.69K	Jun 30, 26	-80	0.07%
Lunt Capital Management, Inc.	39.55K	Jun 30, 26	-876	0.07%
Golden State Wealth Management, LLC	36.50K	Jun 30, 26	-756	0.06%
WCG Wealth Advisors LLC	35.89K	Jun 30, 26	-425	0.06%
COTTONWOOD CAPITAL ADVISORS, LLC	35.21K	Jun 30, 26	-523	0.06%
Tulsa Wealth Advisors, INC	34.00K	Jun 30, 26	-431	0.06%
KESTRA PRIVATE WEALTH SERVICES, LLC	33.19K	Jun 30, 26	-1.06K	0.06%
Snowden Capital Advisors LLC	31.43K	Jun 30, 26	-47	0.06%
Waterfront Wealth Inc.	31.16K	Jun 30, 26	-111	0.05%
WEDBUSH SECURITIES INC	30.55K	Jun 30, 26	-745	0.05%
Sigma Planning Corp	30.34K	Jun 30, 26	-909	0.05%
Qube Research & Technologies Ltd	30.00K	Jun 30, 26	-2.15K	0.05%
Garden State Investment Advisory Services LLC	29.80K	Jun 30, 26	+1.75K	0.05%
Arkadios Wealth Advisors	28.63K	Jun 30, 26	-9.32K	0.05%
SMITH, MOORE & CO.	28.48K	Jun 30, 26	-1.08K	0.05%
Quantinno Capital Management LP	27.96K	Jun 30, 26	+10.59K	0.05%
QP WEALTH MANAGEMENT, LLC	27.79K	Jun 30, 26	+39	0.05%
SRS Capital Advisors, Inc.	27.07K	Jun 30, 26	+16.94K	0.05%
Trueblood Wealth Management, LLC	26.01K	Jun 30, 26	+561	0.05%
Ameritas Advisory Services, LLC	25.48K	Jun 30, 26	+7.33K	0.04%
FMR LLC	25.07K	Jun 30, 26	+3.03K	0.04%
GOLDMAN SACHS GROUP INC	24.05K	Jun 30, 26	+16.17K	0.04%
Accel Wealth Management	24.00K	Jun 30, 26	-1.39K	0.04%
OPPENHEIMER & CO INC	23.86K	Jun 30, 26	-783	0.04%
Atria Investments, Inc	23.36K	Jun 30, 26	-2.04K	0.04%
Resources Investment Advisors, LLC.	22.77K	Jun 30, 26	+345	0.04%
CoreCap Advisors, LLC	21.80K	Jun 30, 26	-249	0.04%
Forty-three Eighteen Advisors, LLC	21.72K	Jun 30, 26	--	0.04%
Warner Group LLC	21.67K	Jun 30, 26	+10.63K	0.04%
HARBOUR INVESTMENTS, INC.	21.41K	Jun 30, 26	-647	0.04%
Western Wealth Management, LLC	21.16K	Jun 30, 26	+138	0.04%
Pensionmark Financial Group, LLC	21.04K	Jun 30, 26	-7	0.04%
Argent Trust Co	20.88K	Jun 30, 26	--	0.04%
Savvy Advisors, Inc.	20.63K	Jun 30, 26	-1.02K	0.04%
OXFORD FINANCIAL GROUP LTD	19.76K	Jun 30, 26	--	0.03%
Kiker Wealth Management, LLC	19.02K	Jun 30, 26	-217	0.03%
DAVENPORT & Co LLC	18.56K	Jun 30, 26	-300	0.03%
Ballew Advisors, Inc	18.42K	Jun 30, 26	-154	0.03%
RFG Advisory, LLC	18.32K	Jun 30, 26	-55	0.03%
Kovack Advisors, Inc.	18.11K	Jun 30, 26	-532	0.03%
EWA, LLC	18.00K	Jun 30, 26	+18.00K	0.03%
HRT FINANCIAL LP	17.85K	Jun 30, 26	+3.67K	0.03%
Atlas Private Wealth Advisors	17.36K	Jun 30, 26	-308	0.03%
Allworth Financial LP	16.95K	Jun 30, 26	-853	0.03%
Global Assets Advisory, LLC	16.86K	Jun 30, 26	+16.86K	0.03%
Advisory Services Network, LLC	16.84K	Jun 30, 26	+1.09K	0.03%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	16.28K	Jun 30, 26	+229	0.03%
Richmond Investment Services, LLC	16.03K	Jun 30, 26	-16.42K	0.03%
STEPHENS INC /AR/	16.03K	Jun 30, 26	--	0.03%
Topsail Wealth Management, LLC	16.03K	Jun 30, 26	+405	0.03%
Mariner, LLC	15.94K	Jun 30, 26	-17.37K	0.03%
CASCADE INVESTMENT GROUP, INC.	15.31K	Jun 30, 26	-265	0.03%
Advisory Alpha, LLC	15.26K	Jun 30, 26	+604	0.03%
FORTRESS PRIVATE LEDGER, LLC	14.87K	Jun 30, 26	-2	0.03%
Gilliland Jeter Wealth Management LLC	14.82K	Jun 30, 26	+15	0.03%
Pinnacle Wealth Management Advisory Group, LLC	14.72K	Jun 30, 26	--	0.03%
PINNACLE ASSOCIATES LTD	14.72K	Jun 30, 26	--	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	14.59K	Jun 30, 26	+1.10K	0.03%
Clear Creek Financial Management, LLC	14.50K	Jun 30, 26	-172	0.03%
MinichMacGregor Wealth Management, LLC	14.25K	Jun 30, 26	--	0.03%
AE Wealth Management LLC	13.97K	Jun 30, 26	+644	0.02%
Insight Advisors, LLC/ PA	13.49K	Jun 30, 26	-376	0.02%
CAPITAL PERFORMANCE ADVISORS LLP	13.45K	Jun 30, 26	-1.36K	0.02%
AFFINITY WEALTH MANAGEMENT LLC	13.43K	Jun 30, 26	-90.13K	0.02%
Quad-Cities Investment Group, LLC	13.36K	Jun 30, 26	-532	0.02%
Novak & Powell Financial Services, Inc.	13.05K	Jun 30, 26	-50	0.02%
Keystone Financial Group	12.90K	Jun 30, 26	-23	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	12.67K	Jun 30, 26	+943	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	12.59K	Jun 30, 26	+291	0.02%
THOROUGHBRED FINANCIAL SERVICES, LLC	12.36K	Jun 30, 26	-2.02K	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	12.17K	Jun 30, 26	--	0.02%
KEYBANK NATIONAL ASSOCIATION/OH	12.15K	Jun 30, 26	+833	0.02%
Sage Mountain Advisors LLC	11.93K	Jun 30, 26	--	0.02%
CAPTRUST FINANCIAL ADVISORS	11.90K	Jun 30, 26	-71	0.02%
Beacon Pointe Advisors, LLC	11.81K	Jun 30, 26	+11.81K	0.02%
ASSETMARK, INC	11.60K	Jun 30, 26	+844	0.02%
Dynamic Advisor Solutions LLC	11.59K	Jun 30, 26	+6.03K	0.02%
Clark Capital Management Group, Inc.	11.57K	Jun 30, 26	--	0.02%
Capital Investment Advisory Services, LLC	11.48K	Jun 30, 26	-145	0.02%
DHJJ Financial Advisors, Ltd.	11.20K	Jun 30, 26	--	0.02%
CITADEL ADVISORS LLC	10.94K	Jun 30, 26	-50.03K	0.02%
HighPoint Advisor Group LLC	10.78K	Jun 30, 26	-12	0.02%
ADVISORTRUST PARTNERS, LLC	10.67K	Jun 30, 26	+645	0.02%
Aptus Capital Advisors, LLC	10.62K	Jun 30, 26	+1.03K	0.02%
NBC SECURITIES, INC.	10.35K	Jun 30, 26	-286	0.02%
Summit Financial, LLC	10.21K	Jun 30, 26	+567	0.02%
Koshinski Asset Management, Inc.	10.18K	Jun 30, 26	-226	0.02%
Visionary Wealth Advisors	10.01K	Jun 30, 26	-495	0.02%
FIRST CITIZENS BANK & TRUST CO	9.95K	Jun 30, 26	-2	0.02%
AssuredPartners Investment Advisors, LLC	9.90K	Jun 30, 26	-51.86K	0.02%
Tudor Financial Inc.	9.76K	Jun 30, 26	-507	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	9.45K	Jun 30, 26	-1.19K	0.02%
Redwood Family Wealth LLC	9.29K	Jun 30, 26	-340	0.02%
Ausdal Financial Partners, Inc.	9.06K	Jun 30, 26	+370	0.02%
HCR Wealth Advisors	9.04K	Jun 30, 26	--	0.02%
Montz Harcus Wealth Management LLC	8.97K	Jun 30, 26	-5.80K	0.02%
Spartan Wealth Advisory Services LLC	8.94K	Jun 30, 26	-399	0.02%
XTX Topco Ltd	8.69K	Jun 30, 26	+8.69K	0.02%
IFS Group,LLC	8.60K	Jun 30, 26	-108	0.02%
Spire Wealth Management	8.48K	Jun 30, 26	-229	0.01%
Advisors Capital Management, LLC	8.46K	Jun 30, 26	-336	0.01%
FLOW TRADERS U.S. LLC	8.40K	Jun 30, 26	-10.42K	0.01%
Carr Financial Group Corp	8.23K	Jun 30, 26	+2.11K	0.01%
Cyndeo Wealth Partners, LLC	7.88K	Jun 30, 26	-93	0.01%
Pine Valley Investments Ltd Liability Co	7.87K	Jun 30, 26	+1	0.01%
CARY STREET PARTNERS FINANCIAL LLC	7.87K	Jun 30, 26	-456	0.01%
HANCOCK WHITNEY CORP	7.84K	Jun 30, 26	--	0.01%
Sargent Investment Group, LLC	7.77K	Jun 30, 26	-200	0.01%
GAMMA Investing LLC	7.42K	Jun 30, 26	--	0.01%
Acorn Wealth Advisors, LLC	7.33K	Jun 30, 26	+7.33K	0.01%
WEST MICHIGAN ADVISORS, LLC	7.31K	Jun 30, 26	-200	0.01%
J.W. COLE ADVISORS, INC.	7.31K	Jun 30, 26	+1	0.01%
SNS Financial Group, LLC	7.26K	Jun 30, 26	-230	0.01%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	7.25K	Jun 30, 26	+2.25K	0.01%
Kaydan Wealth Management, Inc.	7.06K	Jun 30, 26	-126	0.01%
Founders Financial Alliance, LLC	7.02K	Jun 30, 26	+43	0.01%
Chicago Partners Investment Group LLC	6.31K	Jun 30, 26	+609	0.01%
FIDUCIARY FINANCIAL ADVISORS	6.16K	Jun 30, 26	+6.16K	0.01%
Vise Technologies, Inc.	5.98K	Jun 30, 26	+5.98K	0.01%
NOVEM GROUP	5.76K	Jun 30, 26	+3	0.01%
Kingsview Wealth Management, LLC	5.75K	Jun 30, 26	+461	0.01%
Manchester Capital Management LLC	5.70K	Jun 30, 26	--	0.01%
NWF Advisory Services Inc.	5.66K	Jun 30, 26	-1.97K	0.01%
Colony Group, LLC	5.63K	Jun 30, 26	+2.65K	0.01%
Wagner Wealth Management, Corp	5.48K	Jun 30, 26	-7.19K	0.01%
ARQ WEALTH ADVISORS, LLC	5.48K	Jun 30, 26	-693	0.01%
Colonial River Wealth Management, LLC	5.29K	Jun 30, 26	-24.05K	0.01%
QUANTUM FINANCIAL PARTNERS LLC	5.13K	Jun 30, 26	+5.13K	0.01%
Independent Wealth Network Inc.	4.97K	Jun 30, 26	+86	0.01%
WealthTrust Asset Management, LLC	4.84K	Jun 30, 26	+3	0.01%
Milestones Private Investment Advisors LLC	4.81K	Jun 30, 26	--	0.01%
Dale Q Rice Investment Management Ltd	4.80K	Jun 30, 26	--	0.01%
Aspen Investment Management Inc	4.80K	Jun 30, 26	+4.80K	0.01%
Van Diest Capital, LLC	4.68K	Jun 30, 26	+4.68K	0.01%
LOWE BROCKENBROUGH & CO INC	4.65K	Jun 30, 26	-1.15K	0.01%
Sound Income Strategies, LLC	4.64K	Jun 30, 26	-610	0.01%
Gratus Wealth Advisors, LLC	4.60K	Jun 30, 26	+4.60K	0.01%
Virtus Wealth Solutions LLC	4.50K	Jun 30, 26	-1.10K	0.01%
Madison Park Capital Advisors, LLC	4.48K	Jun 30, 26	-7.16K	0.01%
Formidable Asset Management, LLC	4.48K	Jun 30, 26	--	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	4.45K	Jun 30, 26	-9.15K	0.01%
Hilton Head Capital Partners, LLC	4.39K	Jun 30, 26	-660	0.01%
QTR Family Wealth, LLC	4.32K	Jun 30, 26	-211	0.01%
Buckingham Strategic Partners	4.27K	Jun 30, 26	+504	0.01%
MERCER GLOBAL ADVISORS INC /ADV	4.22K	Jun 30, 26	+4.22K	0.01%
Brookstone Capital Management	4.17K	Jun 30, 26	+169	0.01%
Moors & Cabot, Inc.	4.07K	Jun 30, 26	-61	0.01%
Strategies Wealth Advisors, LLC	4.05K	Jun 30, 26	+2	0.01%
Nuveen, LLC	4.04K	Jun 30, 26	+4.04K	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	4.02K	Jun 30, 26	-1.13K	0.01%
Bryn Mawr Capital Management, LLC	3.98K	Jun 30, 26	--	0.01%
Allspring Global Investments Holdings, LLC	3.83K	Jun 30, 26	--	0.01%
Trace Wealth Advisors, LLC	3.75K	Jun 30, 26	--	0.01%
NBT BANK N A /NY	3.74K	Jun 30, 26	-16.42K	0.01%
Cassaday & Co Wealth Management LLC	3.65K	Jun 30, 26	--	0.01%
PARK AVENUE SECURITIES LLC	3.62K	Jun 30, 26	+3.62K	0.01%
STRATEGY ASSET MANAGERS LLC	3.57K	Jun 30, 26	--	0.01%
StoneX Group Inc.	3.57K	Jun 30, 26	+11	0.01%
QRG CAPITAL MANAGEMENT, INC.	3.56K	Jun 30, 26	+34	0.01%
CITY HOLDING CO	3.50K	Jun 30, 26	--	0.01%
Focus Financial Network, Inc.	3.45K	Jun 30, 26	+3	0.01%
Equita Financial Network, Inc.	3.45K	Jun 30, 26	+3.45K	0.01%
HBK Sorce Advisory LLC	3.38K	Jun 30, 26	-20	0.01%
Capital Asset Advisory Services LLC	3.37K	Jun 30, 26	--	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	3.37K	Jun 30, 26	+3.37K	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	3.29K	Jun 30, 26	+3.29K	0.01%
Schneider Downs Wealth Management Advisors, LP	3.27K	Jun 30, 26	+3.27K	0.01%
Nicholson Wealth Management Group, LLC	3.22K	Jun 30, 26	+3.22K	0.01%
Caprock Group, LLC	3.22K	Jun 30, 26	-500	0.01%
Register Financial Advisors LLC	3.17K	Jun 30, 26	--	0.01%
360 Financial, Inc.	3.17K	Jun 30, 26	+3.17K	0.01%
VERUS CAPITAL PARTNERS, LLC	3.16K	Jun 30, 26	+3.16K	0.01%
Sound View Wealth Advisors Group, LLC	3.16K	Jun 30, 26	+3.16K	0.01%
Westbourne Investment Advisors, Inc.	3.14K	Jun 30, 26	+3.14K	0.01%
PRINCIPAL SECURITIES, INC.	3.14K	Jun 30, 26	-389	0.01%
Peak Planning Group, LLC	3.13K	Jun 30, 26	-350	0.01%
Berman McAleer LLC	3.10K	Jun 30, 26	+3.10K	0.01%
Gambit Capital Management, LLC	3.08K	Jun 30, 26	+3.08K	0.01%
Avantax Planning Partners, Inc.	3.07K	Jun 30, 26	+3.07K	0.01%
UHLMANN PRICE SECURITIES, LLC	3.03K	Jun 30, 26	+3.03K	0.01%
Oakworth Capital, Inc.	3.00K	Jun 30, 26	--	0.01%
CreativeOne Wealth, LLC	2.99K	Jun 30, 26	+2.99K	0.01%
Professional Financial Advisors, LLC	2.98K	Jun 30, 26	+2.98K	0.01%
Mayflower Financial Advisors, LLC	2.89K	Jun 30, 26	+2.89K	0.01%
SageOak Financial, LLC	2.88K	Jun 30, 26	+2.88K	0.01%
Sequoia Financial Advisors, LLC	2.87K	Jun 30, 26	+2.87K	0.01%
Orgel Wealth Management, LLC	2.85K	Jun 30, 26	+2.85K	0.01%
LETSON INVESTMENT MANAGEMENT, INC.	2.85K	Jun 30, 26	+2.85K	0.01%
BlackRock, Inc.	2.84K	Jun 30, 26	--	0.01%
OpenArc Corporate Advisory, LLC	2.82K	Jun 30, 26	+2.82K	0.00%
Signature Wealth Management Partners, LLC	2.79K	Jun 30, 26	+2.79K	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	2.79K	Jun 30, 26	-1.50K	0.00%
WINEBRENNER CAPITAL MANAGEMENT LLC	2.78K	Jun 30, 26	+2.78K	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	2.73K	Jun 30, 26	+2.73K	0.00%
Elevation Wealth Management LLC	2.72K	Jun 30, 26	+2.72K	0.00%
Clearstead Advisors, LLC	2.70K	Jun 30, 26	--	0.00%
Southland Equity Partners LLC	2.66K	Jun 30, 26	+2.66K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.65K	Jun 30, 26	-2.89K	0.00%
HANTZ FINANCIAL SERVICES, INC.	2.54K	Jun 30, 26	-415	0.00%
PRIVATE TRUST CO NA	2.52K	Jun 30, 26	+588	0.00%
Russell Investments Group, Ltd.	2.15K	Jun 30, 26	+1.80K	0.00%
Rialto Wealth Management, LLC	2.12K	Jun 30, 26	--	0.00%
FAS Wealth Partners, Inc.	2.03K	Jun 30, 26	+2	0.00%
MCF Advisors LLC	2.02K	Jun 30, 26	+2.02K	0.00%
HUNTINGTON NATIONAL BANK	1.64K	Jun 30, 26	--	0.00%
Biltmore Family Office, LLC	1.62K	Jun 30, 26	+1.62K	0.00%
Cedar Mountain Advisors, LLC	1.59K	Jun 30, 26	+61	0.00%
Wagner Wealth Management, LLC	1.58K	Jun 30, 26	+1	0.00%
Creative Capital Management Investments LLC	1.44K	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	1.40K	Jun 30, 26	--	0.00%
PlanVest Financial, Inc	1.38K	Jun 30, 26	+1	0.00%
Quest 10 Wealth Builders, Inc.	1.33K	Jun 30, 26	-3	0.00%
Tradewinds, LLC.	1.32K	Jun 30, 26	-3.22K	0.00%
Twin Lakes Capital Management, LLC	1.29K	Jun 30, 26	+1	0.00%
Luken Investment Analytics, LLC	1.27K	Jun 30, 26	--	0.00%
MTM Investment Management, LLC	1.26K	Jun 30, 26	-145	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.23K	Jun 30, 26	--	0.00%
Coastal Investment Advisors, Inc.	1.18K	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	1.08K	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	965	Jun 30, 26	--	0.00%
Larson Financial Group LLC	958	Jun 30, 26	--	0.00%
ST GERMAIN D J CO INC	907	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	881	Jun 30, 26	-280	0.00%
BLAIR WILLIAM & CO/IL	859	Jun 30, 26	+1	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	838	Jun 30, 26	--	0.00%
BURKETT FINANCIAL SERVICES, LLC	825	Jun 30, 26	--	0.00%
TD Capital Management LLC	800	Jun 30, 26	+1	0.00%
Medallion Wealth Advisors, LLC	800	Jun 30, 26	-100	0.00%
Truvestments Capital LLC	784	Jun 30, 26	+1	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	750	Jun 30, 26	--	0.00%
SOUTH PLAINS FINANCIAL, INC.	743	Jun 30, 26	--	0.00%
Decker Retirement Planning Inc.	726	Jun 30, 26	+319	0.00%
Asset Dedication, LLC	692	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	670	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	653	Jun 30, 26	+19	0.00%
HORIZON FINANCIAL SERVICES, LLC	593	Jun 30, 26	+593	0.00%
Key Capital Management, INC	576	Jun 30, 26	+576	0.00%
ADKINS SEALE CAPITAL MANAGEMENT LLC	571	Jun 30, 26	--	0.00%
Private Wealth Asset Management, LLC	545	Jun 30, 26	+545	0.00%
AMERICAN NATIONAL BANK	535	Jun 30, 26	--	0.00%
Elevated Capital Advisors, LLC	475	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	473	Jun 30, 26	--	0.00%
Washington Trust Advisors, Inc.	464	Jun 30, 26	+464	0.00%
Crews Bank & Trust	452	Jun 30, 26	--	0.00%
Centerpoint Advisors, LLC	420	Jun 30, 26	+420	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	415	Jun 30, 26	-506	0.00%
CALDWELL SUTTER CAPITAL, INC.	406	Jun 30, 26	+53	0.00%
Ancora Advisors, LLC	400	Jun 30, 26	--	0.00%
Operose Advisors LLC	389	Jun 30, 26	--	0.00%
Holos Integrated Wealth LLC	378	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	375	Jun 30, 26	--	0.00%
Capital Analysts, LLC	367	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	357	Jun 30, 26	--	0.00%
Quaker Wealth Management, LLC	350	Jun 30, 26	--	0.00%
Grove Bank & Trust	330	Jun 30, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	317	Jun 30, 26	--	0.00%
Financial Perspectives, Inc	317	Jun 30, 26	--	0.00%
Key FInancial Inc	275	Jun 30, 26	--	0.00%
Newbridge Financial Services Group, Inc.	264	Jun 30, 26	--	0.00%
EPG Wealth Management LLC	252	Jun 30, 26	--	0.00%
PFS Partners, LLC	250	Jun 30, 26	--	0.00%
First Pacific Financial	241	Jun 30, 26	--	0.00%
Graney & King, LLC	201	Jun 30, 26	--	0.00%
Investors Research Corp	109	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	107	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	90	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	90	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	41	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	28	Jun 30, 26	--	0.00%
Bernard Wealth Management Corp.	25	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	15	Jun 30, 26	+15	0.00%
POM Investment Strategies, LLC	15	Jun 30, 26	--	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-2.25K	--
WealthShield Partners, LLC	--	Jun 30, 26	-1.56K	--
Root Financial Partners, LLC	--	Jun 30, 26	-10	--
Private Advisory Group LLC	--	Jun 30, 26	-4.03K	--
MAI Capital Management	--	Jun 30, 26	-1.90K	--
Independent Advisor Alliance	--	Jun 30, 26	-230.00K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-11	--
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-300	--
BANK OF MONTREAL /CAN/	--	Jun 30, 26	-341	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-7.80K	--
Pinnacle Financial Partners, Inc.	--	Jun 30, 26	-16.44K	--
Hilltop Holdings Inc.	--	Jun 30, 26	-17.50K	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-3.52K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-2	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-5.69K	--
CWM, LLC	239.26K	Mar 31, 26	-27.81K	0.42%
Skopos Labs, Inc.	4.28K	Mar 31, 26	+4.28K	0.01%
Sunbelt Securities, Inc.	1.70K	Mar 31, 26	-19	0.00%
Anchor Investment Management, LLC	405	Mar 31, 26	--	0.00%
Red Tortoise LLC	401	Mar 31, 26	--	0.00%
ORG Partners LLC	91.92K	Dec 31, 25	-25.69K	0.16%
COMERICA BANK	74.90K	Dec 31, 25	+1.16K	0.13%
MGB Wealth Management, LLC	8.59K	Dec 31, 25	+8	0.02%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-385	--
SPC Financial, Inc.	138.43K	Sep 30, 25	+4.97K	0.24%
BRASS TAX WEALTH MANAGEMENT, INC	67.22K	Sep 30, 25	-246	0.12%
SYNOVUS FINANCIAL CORP	16.52K	Sep 30, 25	-363	0.03%
O'Dell Group, LLC	15.90K	Sep 30, 25	+15.90K	0.03%
Financial Advocates Investment Management	--	Sep 30, 25	-19.10K	--
L.M. KOHN & COMPANY	--	Sep 30, 25	-13.97K	--
Good Life Advisors, LLC	84.71K	Jun 30, 25	-11.49K	0.15%
Atria Wealth Solutions, Inc.	23.42K	Jun 30, 25	-5.17K	0.04%
AVANTAX ADVISORY SERVICES, INC.	19.73K	Jun 30, 25	+303	0.03%
Congress Wealth Management LLC / DE /	8.43K	Jun 30, 25	--	0.01%
Tyler-Stone Wealth Management	4.88K	Jun 30, 25	--	0.01%
Legacy Investment Solutions, LLC	2	Jun 30, 25	+2	0.00%
Cutter & CO Brokerage, Inc.	8.46K	Mar 31, 25	--	0.01%
UNIONVIEW, LLC	93.72K	Dec 31, 24	+4.52K	0.16%
Bison Wealth, LLC	4.72K	Dec 31, 24	-252	0.01%
AlphaMark Advisors, LLC	1.50K	Dec 31, 24	--	0.00%
Zions Bancorporation, N.A.	1.50K	Dec 31, 24	--	0.00%
WINTRUST INVESTMENTS LLC	1.12K	Dec 31, 24	+8	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-573	--
RAYMOND JAMES & ASSOCIATES	1.67M	Sep 30, 24	+47.38K	2.94%
Raymond James Financial Services Advisors, Inc.	953.97K	Sep 30, 24	+18.05K	1.68%
Sweet Financial Partners, LLC	5.58K	Sep 30, 24	--	0.01%
Kowal Investment Group, LLC	4.57K	Sep 30, 24	+2	0.01%
RAYMOND JAMES TRUST N.A.	4.15K	Sep 30, 24	--	0.01%
FinTrust Capital Advisors, LLC	285	Sep 30, 24	--	0.00%
Peterson Financial Group, Inc.	149	Sep 30, 24	+149	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	22.00K	Jun 30, 24	-759	0.04%
BUCKINGHAM STRATEGIC WEALTH, LLC	3.73K	Jun 30, 24	+3.73K	0.01%
BlackRock Inc.	2.11K	Jun 30, 24	+2.11K	0.00%
Custom Portfolio Group LLC	1.17K	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-2.14K	--
Cetera Advisor Networks LLC	355.32K	Mar 31, 24	-24.47K	0.63%
Cetera Advisors LLC	74.49K	Mar 31, 24	+37.46K	0.13%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	21.39K	Mar 31, 24	+590	0.04%
EUDAIMONIA ADVISORS LLC	12.35K	Mar 31, 24	+349	0.02%
DB Wealth Management Group, LLC	90.41K	Dec 31, 23	-40.20K	0.16%
Simplicity Solutions, LLC	12.28K	Dec 31, 23	+252	0.02%
FOCUS FINANCIAL NETWORK INC /ADV	4.93K	Dec 31, 23	+4.93K	0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	43.88K	Sep 30, 23	+22.88K	0.08%
Financial Architects, Inc	26.22K	Jun 30, 23	-19.30K	0.05%
BerganKDV Wealth Management, LLC	374	Jun 30, 23	+374	0.00%
BDO Wealth Advisors, LLC	1	Jun 30, 23	--	0.00%
Ahrens Investment Partners LLC	500	Mar 31, 23	+500	0.00%
True Capital Management	--	Mar 31, 23	-4.35K	--
Bickling Financial Services, Inc.	106.55K	Dec 31, 22	-5.41K	0.19%
TRUSTCORE FINANCIAL SERVICES, LLC	700	Dec 31, 22	--	0.00%
American Portfolios Advisors	74.69K	Sep 30, 22	-2.14K	0.13%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	73.90K	Sep 30, 22	+8.55K	0.13%
Strategic Asset Management, LLC	7.51K	Sep 30, 22	-20	0.01%
WIPFLI FINANCIAL ADVISORS LLC,	1.13K	Sep 30, 22	+1.13K	0.00%
Titus Wealth Management	77.94K	Jun 30, 22	-3.77K	0.14%
B. Riley Wealth Management, Inc.	43.63K	Jun 30, 22	-4.30K	0.08%
NEXT Financial Group, Inc	1.82K	Dec 31, 21	-48	0.00%
Carroll Financial Associates, Inc.	808	Dec 31, 21	-6.81K	0.00%
Ameritas Investment Company, LLC	23.56K	Sep 30, 21	+1.90K	0.04%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	5.76K	Sep 30, 21	--	0.01%
Pinnacle Wealth Advisors	1.00K	Jun 30, 21	+1.00K	0.00%
Sullivan, Bruyette, Speros & Blaney, LLC	25.21K	Mar 31, 21	+3.31K	0.04%
OLD MISSION CAPITAL, LLC	16.02K	Dec 31, 20	+16.02K	0.03%
First Allied Advisory Services, Inc.	17.82K	Sep 30, 20	-1.37K	0.03%
LifePlan Financial Group, Inc	3.07K	Sep 30, 20	-765	0.01%
TCG Advisors, LP	--	Sep 30, 20	-14.51K	--
Global Financial Private Capital, Inc	177	Jun 30, 20	--	0.00%
Squar Milner Financial Services LLC	781	Mar 31, 20	--	0.00%
Advisor Group, Inc.	1.39M	Dec 31, 19	+15.86K	2.45%
LADENBURG THALMANN FINANCIAL SERVICES INC.	310.34K	Dec 31, 19	-26.22K	0.55%
BB&T SECURITIES, LLC	284.56K	Sep 30, 19	-2.20K	0.50%
SUNTRUST BANKS INC	29.78K	Sep 30, 19	-3.29K	0.05%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	14.68K	Sep 30, 19	-131	0.03%
AVIANCE CAPITAL MANAGEMENT, LLC	52.15K	Mar 31, 19	-2.84K	0.09%
HL FINANCIAL SERVICES LLC	48.53K	Mar 31, 19	-1.99K	0.09%
NEXT Financial Holdings	1.69K	Mar 31, 19	+1.69K	0.00%
Clarfeld Financial Advisors, LLC	1.50K	Dec 31, 18	+1.50K	0.00%
Vestpro Financial Partners, Inc. dba CPF Texas	32.57K	Sep 30, 18	+3.94K	0.06%
Kabarec Financial Advisors, Ltd.	--	Jun 30, 18	-260	--
Simply Money Advisors	549.28K	Mar 31, 18	-23.91K	0.97%
Hefty Wealth Partners	37.03K	Mar 31, 18	+322	0.07%
Oak Point Wealth Management	23.00K	Mar 31, 18	+3.16K	0.04%
IFC Holdings Incorporated/FL	336.56K	Dec 31, 17	+19.01K	0.59%
Bellwether Investment Group, LLC	61.41K	Dec 31, 17	+36.42K	0.11%
WealthShield, LLC	54.06K	Dec 31, 17	+54.06K	0.10%
SII INVESTMENTS INC/WI	41.53K	Dec 31, 17	+2.19K	0.07%
NATIONAL PLANNING CORP	--	Dec 31, 17	-84.49K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-12.46K	--
Concert Wealth Management Inc.	--	Sep 30, 17	-9.97K	--
Commonwealth Equity Services, Inc	658.41K	Jun 30, 17	+16.05K	1.16%
WFG Advisors, LP	87.05K	Jun 30, 17	+25.86K	0.15%
Virtu KCG Holdings LLC	46.13K	Jun 30, 17	+6.08K	0.08%
FIRST FINANCIAL EQUITY CORPORATION	44.66K	Mar 31, 17	+44.66K	0.08%
ARXIS SECURITIES LLC	--	Mar 31, 17	-19.36K	--
MSI Financial Services Inc	1.20M	Dec 31, 16	-135.20K	2.11%
VSR Financial Services, Inc.	347.91K	Jun 30, 16	+294.86K	0.61%
Investors Capital Advisory Services	47.99K	Jun 30, 16	-1.41K	0.08%
Hoxton Financial, Inc.	32.07K	Mar 31, 16	--	0.06%
SMITH HAYES Advisers, Inc	259.25K	Dec 31, 15	+23.84K	0.46%
Good Harbor Financial, LLC	50.37K	Sep 30, 15	+50.37K	0.09%
MANAGED ACCOUNT ADVISORS LLC	1.16M	Jun 30, 15	+594.13K	2.04%
BAIRD ROBERT W & CO INC /WI/	287.17K	Mar 31, 15	+90.96K	0.51%
STERNE AGEE GROUP, INC.	20.45K	Mar 31, 15	+20.45K	0.04%
NEW ENGLAND SECURITIES CORP /MA/	31.92K	Dec 31, 14	-6.28K	0.06%
UBS AG	3.83M	Sep 30, 14	+2.03M	6.75%

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Holder

Date

Change

% Held

MORGAN STANLEY

5.53M

Jun 30, 26

-65.22K

9.73%

LPL Financial LLC

3.30M

Jun 30, 26

+197.58K

5.81%

WELLS FARGO & COMPANY/MN

2.43M

Jun 30, 26

-794.70K

4.28%

COMMONWEALTH EQUITY SERVICES, LLC

1.75M

Jun 30, 26

-101.04K

3.07%

RAYMOND JAMES FINANCIAL INC

1.70M

Jun 30, 26

-86.76K

2.99%

UBS Group AG

1.20M

Jun 30, 26

-54.05K

2.11%

BANK OF AMERICA CORP /DE/

1.16M

Jun 30, 26

-23.24K

2.04%

ROYAL BANK OF CANADA

742.09K

Jun 30, 26

-15.53K

1.31%

ADVISOR GROUP HOLDINGS, INC.

646.60K

Jun 30, 26

-74.28K

1.14%

Proactive Wealth Strategies LLC

604.87K

Jun 30, 26

-4.63K

1.06%

Prospera Financial Services Inc

596.00K

Jun 30, 26

-35.58K

1.05%

Concurrent Investment Advisors, LLC

568.22K

Jun 30, 26

+5.85K

1.00%

NewEdge Advisors, LLC

552.68K

Jun 30, 26

+2.79K

0.97%

WILEY BROS.-AINTREE CAPITAL, LLC

517.05K

Jun 30, 26

+457.25K

0.91%

Janney Montgomery Scott LLC

487.34K

Jun 30, 26

+487.34K

0.86%

SAR WEALTH MANAGEMENT GROUP, LLC

478.78K

Jun 30, 26

+10.53K

0.84%

Cambridge Investment Research Advisors, Inc.

477.51K

Jun 30, 26

-43.81K

0.84%

STIFEL FINANCIAL CORP

416.11K

Jun 30, 26

-6.55K

0.73%

Cetera Investment Advisers

403.31K

Jun 30, 26

-327

0.71%

Rockefeller Capital Management L.P.

395.93K

Jun 30, 26

-19.58K

0.70%

D.A. DAVIDSON & CO.

393.65K

Jun 30, 26

-4.85K

0.69%

ENVESTNET ASSET MANAGEMENT INC

362.25K

Jun 30, 26

-26.95K

0.64%

BENJAMIN EDWARDS INC

285.41K

Jun 30, 26

-19.98K

0.50%

Baird Financial Group, Inc.

282.56K

Jun 30, 26

-60.62K

0.50%

Madrona Financial Services, LLC

254.31K

Jun 30, 26

+6.72K

0.45%

Geneos Wealth Management Inc.

249.07K

Jun 30, 26

+5.54K

0.44%

Private Advisor Group, LLC

248.68K

Jun 30, 26

-97.65K

0.44%

Steward Partners Investment Advisory, LLC

241.47K

Jun 30, 26

-76

0.43%

Frederick Financial Consultants, LLC

216.66K

Jun 30, 26

+13.38K

0.38%

Strid Group, LLC

187.64K

Jun 30, 26

-10.46K

0.33%

Concentrum Wealth Management

177.62K

Jun 30, 26

+2.76K

0.31%

Regal Investment Advisors LLC

173.45K

Jun 30, 26

-423

0.31%

Integrated Wealth Concepts LLC

163.14K

Jun 30, 26

+39.22K

0.29%

JPMORGAN CHASE & CO

159.48K

Jun 30, 26

+33.45K

0.28%

Stratos Wealth Partners, LTD.

149.63K

Jun 30, 26

-2.85K

0.26%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

148.63K

Jun 30, 26

-12.38K

0.26%

AlphaCore Capital LLC

145.24K

Jun 30, 26

+5.72K

0.26%

HFG Advisors, Inc.

144.74K

Jun 30, 26

+1.06K

0.25%

HighTower Advisors, LLC

134.48K

Jun 30, 26

-2.18K

0.24%

Ashton Thomas Private Wealth, LLC

129.31K

Jun 30, 26

-4.19K

0.23%

MGO ONE SEVEN LLC

120.66K

Jun 30, 26

-6.27K

0.21%

Fusion Capital, LLC

120.40K

Jun 30, 26

-30

0.21%

SkyOak Wealth, LLC

105.82K

Jun 30, 26

-1.93K

0.19%

Gateway Wealth Partners, LLC

103.67K

Jun 30, 26

-110.96K

0.18%

Valmark Advisers, Inc.

101.12K

Jun 30, 26

+2.40K

0.18%

CITIGROUP INC

99.69K

Jun 30, 26

-1.53K

0.18%

IFP Advisors, Inc

98.21K

Jun 30, 26

-3.20K

0.17%

JONES FINANCIAL COMPANIES LLLP

93.65K

Jun 30, 26

+4.55K

0.16%

PFG Investments, LLC

92.94K

Jun 30, 26

+6.00K

0.16%

Kestra Advisory Services, LLC

84.35K

Jun 30, 26

-3.31K

0.15%

MML INVESTORS SERVICES, LLC

84.05K

Jun 30, 26

+2.13K

0.15%

TRUIST FINANCIAL CORP

75.92K

Jun 30, 26

-11.17K

0.13%

FIFTH THIRD BANCORP

74.57K

Jun 30, 26

-347

0.13%

ATWOOD & PALMER INC

73.53K

Jun 30, 26

-7.21K

0.13%

Waverly Advisors, LLC

71.61K

Jun 30, 26

-753

0.13%

Merit Financial Group, LLC

70.62K

Jun 30, 26

+305

0.12%

US BANCORP \DE\

68.45K

Jun 30, 26

+4.80K

0.12%

Sanctuary Advisors, LLC

62.93K

Jun 30, 26

-1.14K

0.11%

Creative Planning

62.35K

Jun 30, 26

-2.45K

0.11%

Global Retirement Partners, LLC

61.13K

Jun 30, 26

+61.13K

0.11%

Meridian Wealth Management, LLC

60.96K

Jun 30, 26

0.11%

Claro Advisors LLC

60.46K

Jun 30, 26

-398

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

60.16K

Jun 30, 26

-6.20K

0.11%

Farther Finance Advisors, LLC

59.83K

Jun 30, 26

+402

0.11%

DAYMARK WEALTH PARTNERS, LLC

59.50K

Jun 30, 26

+1.01K

0.10%

Stablepoint Partners, LLC

58.86K

Jun 30, 26

+2.67K

0.10%

AQR CAPITAL MANAGEMENT LLC

55.42K

Jun 30, 26

-3.21K

0.10%

Petix & Botte Co

54.45K

Jun 30, 26

+4.20K

0.10%

TradeWell Securities, LLC.

54.06K

Jun 30, 26

-2.36K

0.10%

Apollon Wealth Management, LLC

53.31K

Jun 30, 26

-3.87K

0.09%

Morey & Quinn Wealth Partners, LLC

52.86K

Jun 30, 26

+38

0.09%

MUIRFIELD WEALTH ADVISORS LLC

51.62K

Jun 30, 26

+533

0.09%

Cushing Capital Partners, LLC

50.40K

Jun 30, 26

+2.14K

0.09%

Mutual Advisors, LLC

48.94K

Jun 30, 26

-1.98K

0.09%

VestGen Advisors, LLC

45.97K

Jun 30, 26

+552

0.08%

IFG Advisory, LLC

45.52K

Jun 30, 26

+45.52K

0.08%

First Heartland Consultants, Inc.

44.21K

Jun 30, 26

+1.10K

0.08%

Miracle Mile Advisors, LLC

42.45K

Jun 30, 26

-626

0.07%

Equitable Holdings, Inc.

40.14K

Jun 30, 26

-1.82K

0.07%

MARSHALL INVESTMENT MANAGEMENT, LLC

40.12K

Jun 30, 26

-4.83K

0.07%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

40.01K

Jun 30, 26

-114.71K

0.07%

FLAGSHIP HARBOR ADVISORS, LLC

39.84K

Jun 30, 26

+147

0.07%

INDEPENDENT FINANCIAL GROUP, LLC

39.69K

Jun 30, 26

-80

0.07%

Lunt Capital Management, Inc.

39.55K

Jun 30, 26

-876

0.07%

Golden State Wealth Management, LLC

36.50K

Jun 30, 26

-756

0.06%

WCG Wealth Advisors LLC

35.89K

Jun 30, 26

-425

0.06%

COTTONWOOD CAPITAL ADVISORS, LLC

35.21K

Jun 30, 26

-523

0.06%

Tulsa Wealth Advisors, INC

34.00K

Jun 30, 26

-431

0.06%

KESTRA PRIVATE WEALTH SERVICES, LLC

33.19K

Jun 30, 26

-1.06K

0.06%

Snowden Capital Advisors LLC

31.43K

Jun 30, 26

-47

0.06%

Waterfront Wealth Inc.

31.16K

Jun 30, 26

-111

0.05%

WEDBUSH SECURITIES INC

30.55K

Jun 30, 26

-745

0.05%

Sigma Planning Corp

30.34K

Jun 30, 26

-909

0.05%

Qube Research & Technologies Ltd

30.00K

Jun 30, 26

-2.15K

0.05%

Garden State Investment Advisory Services LLC

29.80K

Jun 30, 26

+1.75K

0.05%

Arkadios Wealth Advisors

28.63K

Jun 30, 26

-9.32K

0.05%

SMITH, MOORE & CO.

28.48K

Jun 30, 26

-1.08K

0.05%

Quantinno Capital Management LP

27.96K

Jun 30, 26

+10.59K

0.05%

QP WEALTH MANAGEMENT, LLC

27.79K

Jun 30, 26

+39

0.05%

SRS Capital Advisors, Inc.

27.07K

Jun 30, 26

+16.94K

0.05%

Trueblood Wealth Management, LLC

26.01K

Jun 30, 26

+561

0.05%

Ameritas Advisory Services, LLC

25.48K

Jun 30, 26

+7.33K

0.04%

FMR LLC

25.07K

Jun 30, 26

+3.03K

0.04%

GOLDMAN SACHS GROUP INC

24.05K

Jun 30, 26

+16.17K

0.04%

Accel Wealth Management

24.00K

Jun 30, 26

-1.39K

0.04%

OPPENHEIMER & CO INC

23.86K

Jun 30, 26

-783

0.04%

Atria Investments, Inc

23.36K

Jun 30, 26

-2.04K

0.04%

Resources Investment Advisors, LLC.

22.77K

Jun 30, 26

+345

0.04%

CoreCap Advisors, LLC

21.80K

Jun 30, 26

-249

0.04%

Forty-three Eighteen Advisors, LLC

21.72K

Jun 30, 26

0.04%

Warner Group LLC

21.67K

Jun 30, 26

+10.63K

0.04%

HARBOUR INVESTMENTS, INC.

21.41K

Jun 30, 26

-647

0.04%

Western Wealth Management, LLC

21.16K

Jun 30, 26

+138

0.04%

Pensionmark Financial Group, LLC

21.04K

Jun 30, 26

-7

0.04%

Argent Trust Co

20.88K

Jun 30, 26

0.04%

Savvy Advisors, Inc.

20.63K

Jun 30, 26

-1.02K

0.04%

OXFORD FINANCIAL GROUP LTD

19.76K

Jun 30, 26

0.03%

Kiker Wealth Management, LLC

19.02K

Jun 30, 26

-217

0.03%

DAVENPORT & Co LLC

18.56K

Jun 30, 26

-300

0.03%

Ballew Advisors, Inc

18.42K

Jun 30, 26

-154

0.03%

RFG Advisory, LLC

18.32K

Jun 30, 26

-55

0.03%

Kovack Advisors, Inc.

18.11K

Jun 30, 26

-532

0.03%

EWA, LLC

18.00K

Jun 30, 26

+18.00K

0.03%

HRT FINANCIAL LP

17.85K

Jun 30, 26

+3.67K

0.03%

Atlas Private Wealth Advisors

17.36K

Jun 30, 26

-308

0.03%

Allworth Financial LP

16.95K

Jun 30, 26

-853

0.03%

Global Assets Advisory, LLC

16.86K

Jun 30, 26

+16.86K

0.03%

Advisory Services Network, LLC

16.84K

Jun 30, 26

+1.09K

0.03%

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

16.28K

Jun 30, 26

+229

0.03%

Richmond Investment Services, LLC

16.03K

Jun 30, 26

-16.42K

0.03%

STEPHENS INC /AR/

16.03K

Jun 30, 26

0.03%

Topsail Wealth Management, LLC

16.03K

Jun 30, 26

+405

0.03%

Mariner, LLC

15.94K

Jun 30, 26

-17.37K

0.03%

CASCADE INVESTMENT GROUP, INC.

15.31K

Jun 30, 26

-265

0.03%

Advisory Alpha, LLC

15.26K

Jun 30, 26

+604

0.03%

FORTRESS PRIVATE LEDGER, LLC

14.87K

Jun 30, 26

-2

0.03%

Gilliland Jeter Wealth Management LLC

14.82K

Jun 30, 26

+15

0.03%

Pinnacle Wealth Management Advisory Group, LLC

14.72K

Jun 30, 26

0.03%

PINNACLE ASSOCIATES LTD

14.72K

Jun 30, 26

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

14.59K

Jun 30, 26

+1.10K

0.03%

Clear Creek Financial Management, LLC

14.50K

Jun 30, 26

-172

0.03%

MinichMacGregor Wealth Management, LLC

14.25K

Jun 30, 26

0.03%

AE Wealth Management LLC

13.97K

Jun 30, 26

+644

0.02%

Insight Advisors, LLC/ PA

13.49K

Jun 30, 26

-376

0.02%

CAPITAL PERFORMANCE ADVISORS LLP

13.45K

Jun 30, 26

-1.36K

0.02%

AFFINITY WEALTH MANAGEMENT LLC

13.43K

Jun 30, 26

-90.13K

0.02%

Quad-Cities Investment Group, LLC

13.36K

Jun 30, 26

-532

0.02%

Novak & Powell Financial Services, Inc.

13.05K

Jun 30, 26

-50

0.02%

Keystone Financial Group

12.90K

Jun 30, 26

-23

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

12.67K

Jun 30, 26

+943

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

12.59K

Jun 30, 26

+291

0.02%

THOROUGHBRED FINANCIAL SERVICES, LLC

12.36K

Jun 30, 26

-2.02K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

12.17K

Jun 30, 26

0.02%

KEYBANK NATIONAL ASSOCIATION/OH

12.15K

Jun 30, 26

+833

0.02%

Sage Mountain Advisors LLC

11.93K

Jun 30, 26

0.02%

CAPTRUST FINANCIAL ADVISORS

11.90K

Jun 30, 26

-71

0.02%

Beacon Pointe Advisors, LLC

11.81K

Jun 30, 26

+11.81K

0.02%

ASSETMARK, INC

11.60K

Jun 30, 26

+844

0.02%

Dynamic Advisor Solutions LLC

11.59K

Jun 30, 26

+6.03K

0.02%

Clark Capital Management Group, Inc.

11.57K

Jun 30, 26

0.02%

Capital Investment Advisory Services, LLC

11.48K

Jun 30, 26

-145

0.02%

DHJJ Financial Advisors, Ltd.

11.20K

Jun 30, 26

0.02%

CITADEL ADVISORS LLC

10.94K

Jun 30, 26

-50.03K

0.02%

HighPoint Advisor Group LLC

10.78K

Jun 30, 26

-12

0.02%

ADVISORTRUST PARTNERS, LLC

10.67K

Jun 30, 26

+645

0.02%

Aptus Capital Advisors, LLC

10.62K

Jun 30, 26

+1.03K

0.02%

NBC SECURITIES, INC.

10.35K

Jun 30, 26

-286

0.02%

Summit Financial, LLC

10.21K

Jun 30, 26

+567

0.02%

Koshinski Asset Management, Inc.

10.18K

Jun 30, 26

-226

0.02%

Visionary Wealth Advisors

10.01K

Jun 30, 26

-495

0.02%

FIRST CITIZENS BANK & TRUST CO

9.95K

Jun 30, 26

-2

0.02%

AssuredPartners Investment Advisors, LLC

9.90K

Jun 30, 26

-51.86K

0.02%

Tudor Financial Inc.

9.76K

Jun 30, 26

-507

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

9.45K

Jun 30, 26

-1.19K

0.02%

Redwood Family Wealth LLC

9.29K

Jun 30, 26

-340

0.02%

Ausdal Financial Partners, Inc.

9.06K

Jun 30, 26

+370

0.02%

HCR Wealth Advisors

9.04K

Jun 30, 26

0.02%

Montz Harcus Wealth Management LLC

8.97K

Jun 30, 26

-5.80K

0.02%

Spartan Wealth Advisory Services LLC

8.94K

Jun 30, 26

-399

0.02%

XTX Topco Ltd

8.69K

Jun 30, 26

+8.69K

0.02%

IFS Group,LLC

8.60K

Jun 30, 26

-108

0.02%

Spire Wealth Management

8.48K

Jun 30, 26

-229

0.01%

Advisors Capital Management, LLC

8.46K

Jun 30, 26

-336

0.01%

FLOW TRADERS U.S. LLC

8.40K

Jun 30, 26

-10.42K

0.01%

Carr Financial Group Corp

8.23K

Jun 30, 26

+2.11K

0.01%

Cyndeo Wealth Partners, LLC

7.88K

Jun 30, 26

-93

0.01%

Pine Valley Investments Ltd Liability Co

7.87K

Jun 30, 26

0.01%

CARY STREET PARTNERS FINANCIAL LLC

7.87K

Jun 30, 26

-456

0.01%

HANCOCK WHITNEY CORP

7.84K

Jun 30, 26

0.01%

Sargent Investment Group, LLC

7.77K

Jun 30, 26

-200

0.01%

GAMMA Investing LLC

7.42K

Jun 30, 26

0.01%

Acorn Wealth Advisors, LLC

7.33K

Jun 30, 26

+7.33K

0.01%

WEST MICHIGAN ADVISORS, LLC

7.31K

Jun 30, 26

-200

0.01%

J.W. COLE ADVISORS, INC.

7.31K

Jun 30, 26

0.01%

SNS Financial Group, LLC

7.26K

Jun 30, 26

-230

0.01%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

7.25K

Jun 30, 26

+2.25K

0.01%

Kaydan Wealth Management, Inc.

7.06K

Jun 30, 26

-126

0.01%

Founders Financial Alliance, LLC

7.02K

Jun 30, 26

+43

0.01%

Chicago Partners Investment Group LLC

6.31K

Jun 30, 26

+609

0.01%

FIDUCIARY FINANCIAL ADVISORS

6.16K

Jun 30, 26

+6.16K

0.01%

Vise Technologies, Inc.

5.98K

Jun 30, 26

+5.98K

0.01%

NOVEM GROUP

5.76K

Jun 30, 26

0.01%

Kingsview Wealth Management, LLC

5.75K

Jun 30, 26

+461

0.01%

Manchester Capital Management LLC

5.70K

Jun 30, 26

0.01%

NWF Advisory Services Inc.

5.66K

Jun 30, 26

-1.97K

0.01%

Colony Group, LLC

5.63K

Jun 30, 26

+2.65K

0.01%

Wagner Wealth Management, Corp

5.48K

Jun 30, 26

-7.19K

0.01%

ARQ WEALTH ADVISORS, LLC

5.48K

Jun 30, 26

-693

0.01%

Colonial River Wealth Management, LLC

5.29K

Jun 30, 26

-24.05K

0.01%

QUANTUM FINANCIAL PARTNERS LLC

5.13K

Jun 30, 26

+5.13K

0.01%

Independent Wealth Network Inc.

4.97K

Jun 30, 26

+86

0.01%

WealthTrust Asset Management, LLC

4.84K

Jun 30, 26

0.01%

Milestones Private Investment Advisors LLC

4.81K

Jun 30, 26

0.01%

Dale Q Rice Investment Management Ltd

4.80K

Jun 30, 26

0.01%

Aspen Investment Management Inc

4.80K

Jun 30, 26

+4.80K

0.01%

Van Diest Capital, LLC

4.68K

Jun 30, 26

+4.68K

0.01%

LOWE BROCKENBROUGH & CO INC

4.65K

Jun 30, 26

-1.15K

0.01%

Sound Income Strategies, LLC

4.64K

Jun 30, 26

-610

0.01%

Gratus Wealth Advisors, LLC

4.60K

Jun 30, 26

+4.60K

0.01%

Virtus Wealth Solutions LLC

4.50K

Jun 30, 26

-1.10K

0.01%

Madison Park Capital Advisors, LLC

4.48K

Jun 30, 26

-7.16K

0.01%

Formidable Asset Management, LLC

4.48K

Jun 30, 26

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

4.45K

Jun 30, 26

-9.15K

0.01%

Hilton Head Capital Partners, LLC

4.39K

Jun 30, 26

-660

0.01%

QTR Family Wealth, LLC

4.32K

Jun 30, 26

-211

0.01%

Buckingham Strategic Partners

4.27K

Jun 30, 26

+504

0.01%

MERCER GLOBAL ADVISORS INC /ADV

4.22K

Jun 30, 26

+4.22K

0.01%

Brookstone Capital Management

4.17K

Jun 30, 26

+169

0.01%

Moors & Cabot, Inc.

4.07K

Jun 30, 26

-61

0.01%

Strategies Wealth Advisors, LLC

4.05K

Jun 30, 26

0.01%

Nuveen, LLC

4.04K

Jun 30, 26

+4.04K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

4.02K

Jun 30, 26

-1.13K

0.01%

Bryn Mawr Capital Management, LLC

3.98K

Jun 30, 26

0.01%

Allspring Global Investments Holdings, LLC

3.83K

Jun 30, 26

0.01%

Trace Wealth Advisors, LLC

3.75K

Jun 30, 26

0.01%

NBT BANK N A /NY

3.74K

Jun 30, 26

-16.42K

0.01%

Cassaday & Co Wealth Management LLC

3.65K

Jun 30, 26

0.01%

PARK AVENUE SECURITIES LLC

3.62K

Jun 30, 26

+3.62K

0.01%

STRATEGY ASSET MANAGERS LLC

3.57K

Jun 30, 26

0.01%

StoneX Group Inc.

3.57K

Jun 30, 26

+11

0.01%

QRG CAPITAL MANAGEMENT, INC.

3.56K

Jun 30, 26

+34

0.01%

CITY HOLDING CO

3.50K

Jun 30, 26

0.01%

Focus Financial Network, Inc.

3.45K

Jun 30, 26

0.01%

Equita Financial Network, Inc.

3.45K

Jun 30, 26

+3.45K

0.01%

HBK Sorce Advisory LLC

3.38K

Jun 30, 26

-20

0.01%

Capital Asset Advisory Services LLC

3.37K

Jun 30, 26

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

3.37K

Jun 30, 26

+3.37K

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

3.29K

Jun 30, 26

+3.29K

0.01%

Schneider Downs Wealth Management Advisors, LP

3.27K

Jun 30, 26

+3.27K

0.01%

Nicholson Wealth Management Group, LLC

3.22K

Jun 30, 26

+3.22K

0.01%

Caprock Group, LLC

3.22K

Jun 30, 26

-500

0.01%

3.17K

Jun 30, 26

0.01%

360 Financial, Inc.

3.17K

Jun 30, 26

+3.17K

0.01%

VERUS CAPITAL PARTNERS, LLC

3.16K

Jun 30, 26

+3.16K

0.01%

Sound View Wealth Advisors Group, LLC

3.16K

Jun 30, 26

+3.16K

0.01%

Westbourne Investment Advisors, Inc.

3.14K

Jun 30, 26

+3.14K

0.01%

PRINCIPAL SECURITIES, INC.

3.14K

Jun 30, 26

-389

0.01%

Peak Planning Group, LLC

3.13K

Jun 30, 26

-350

0.01%

Berman McAleer LLC

3.10K

Jun 30, 26

+3.10K

0.01%

Gambit Capital Management, LLC

3.08K

Jun 30, 26

+3.08K

0.01%

Avantax Planning Partners, Inc.

3.07K

Jun 30, 26

+3.07K

0.01%

UHLMANN PRICE SECURITIES, LLC

3.03K

Jun 30, 26

+3.03K

0.01%

Oakworth Capital, Inc.

3.00K

Jun 30, 26

0.01%

CreativeOne Wealth, LLC

2.99K

Jun 30, 26

+2.99K

0.01%

Professional Financial Advisors, LLC

2.98K

Jun 30, 26

+2.98K

0.01%

Mayflower Financial Advisors, LLC

2.89K

Jun 30, 26

+2.89K

0.01%

SageOak Financial, LLC

2.88K

Jun 30, 26

+2.88K

0.01%

Sequoia Financial Advisors, LLC

2.87K

Jun 30, 26

+2.87K

0.01%

Orgel Wealth Management, LLC

2.85K

Jun 30, 26

+2.85K

0.01%

LETSON INVESTMENT MANAGEMENT, INC.

2.85K

Jun 30, 26

+2.85K

0.01%

BlackRock, Inc.

2.84K

Jun 30, 26

0.01%

OpenArc Corporate Advisory, LLC

2.82K

Jun 30, 26

+2.82K

0.00%

Signature Wealth Management Partners, LLC

2.79K

Jun 30, 26

+2.79K

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

2.79K

Jun 30, 26

-1.50K

0.00%

WINEBRENNER CAPITAL MANAGEMENT LLC

2.78K

Jun 30, 26

+2.78K

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

2.73K

Jun 30, 26

+2.73K

0.00%

Elevation Wealth Management LLC

2.72K

Jun 30, 26

+2.72K

0.00%

Clearstead Advisors, LLC

2.70K

Jun 30, 26

0.00%

Southland Equity Partners LLC

2.66K

Jun 30, 26

+2.66K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.65K

Jun 30, 26

-2.89K

0.00%

HANTZ FINANCIAL SERVICES, INC.

2.54K

Jun 30, 26

-415

0.00%

PRIVATE TRUST CO NA

2.52K

Jun 30, 26

+588

0.00%

Russell Investments Group, Ltd.

2.15K

Jun 30, 26

+1.80K

0.00%

Rialto Wealth Management, LLC

2.12K

Jun 30, 26

0.00%

FAS Wealth Partners, Inc.

2.03K

Jun 30, 26

0.00%

MCF Advisors LLC

2.02K

Jun 30, 26

+2.02K

0.00%

HUNTINGTON NATIONAL BANK

1.64K

Jun 30, 26

0.00%

Biltmore Family Office, LLC

1.62K

Jun 30, 26

+1.62K

0.00%

Cedar Mountain Advisors, LLC

1.59K

Jun 30, 26

+61

0.00%

Wagner Wealth Management, LLC

1.58K

Jun 30, 26

0.00%

Creative Capital Management Investments LLC

1.44K

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

1.40K

Jun 30, 26

0.00%

PlanVest Financial, Inc

1.38K

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

1.33K

Jun 30, 26

-3

0.00%

Tradewinds, LLC.

1.32K

Jun 30, 26

-3.22K

0.00%

Twin Lakes Capital Management, LLC

1.29K

Jun 30, 26

0.00%

Luken Investment Analytics, LLC

1.27K

Jun 30, 26

0.00%

MTM Investment Management, LLC

1.26K

Jun 30, 26

-145

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

1.23K

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

1.18K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

1.08K

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

965

Jun 30, 26

0.00%

Larson Financial Group LLC

958

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

907

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

881

Jun 30, 26

-280

0.00%

BLAIR WILLIAM & CO/IL

859

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

838

Jun 30, 26

0.00%

BURKETT FINANCIAL SERVICES, LLC

825

Jun 30, 26

0.00%

TD Capital Management LLC

800

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

800

Jun 30, 26

-100

0.00%

Truvestments Capital LLC

784

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

750

Jun 30, 26

0.00%

SOUTH PLAINS FINANCIAL, INC.

743

Jun 30, 26

0.00%

Decker Retirement Planning Inc.

726

Jun 30, 26

+319

0.00%

Asset Dedication, LLC

692

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

670

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

653

Jun 30, 26

+19

0.00%

HORIZON FINANCIAL SERVICES, LLC

593

Jun 30, 26

+593

0.00%

Key Capital Management, INC

576

Jun 30, 26

+576

0.00%

ADKINS SEALE CAPITAL MANAGEMENT LLC

571

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

545

Jun 30, 26

+545

0.00%

AMERICAN NATIONAL BANK

535

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

475

Jun 30, 26

0.00%

Dunhill Financial, LLC

473

Jun 30, 26

0.00%

Washington Trust Advisors, Inc.

464

Jun 30, 26

+464

0.00%

Crews Bank & Trust

452

Jun 30, 26

0.00%

Centerpoint Advisors, LLC

420

Jun 30, 26

+420

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

415

Jun 30, 26

-506

0.00%

CALDWELL SUTTER CAPITAL, INC.

406

Jun 30, 26

+53

0.00%

Ancora Advisors, LLC

400

Jun 30, 26

0.00%

Operose Advisors LLC

389

Jun 30, 26

0.00%

Holos Integrated Wealth LLC

378

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

375

Jun 30, 26

0.00%

Capital Analysts, LLC

367

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

357

Jun 30, 26

0.00%

Quaker Wealth Management, LLC

350

Jun 30, 26

0.00%

Grove Bank & Trust

330

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

317

Jun 30, 26

0.00%

Financial Perspectives, Inc

317

Jun 30, 26

0.00%

Key FInancial Inc

275

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

264

Jun 30, 26

0.00%

EPG Wealth Management LLC

252

Jun 30, 26

0.00%

PFS Partners, LLC

250

Jun 30, 26

0.00%

First Pacific Financial

241

Jun 30, 26

0.00%

Graney & King, LLC

201

Jun 30, 26

0.00%

Investors Research Corp

109

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

107

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

Jun 30, 26

0.00%

Parallel Advisors, LLC

Jun 30, 26

0.00%

MATHER GROUP, LLC.

Jun 30, 26

0.00%

Bernard Wealth Management Corp.

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+15

0.00%

POM Investment Strategies, LLC

Jun 30, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-2.25K

WealthShield Partners, LLC

Jun 30, 26

-1.56K

Root Financial Partners, LLC

Jun 30, 26

-10

Private Advisory Group LLC

Jun 30, 26

-4.03K

MAI Capital Management

Jun 30, 26

-1.90K

Independent Advisor Alliance

Jun 30, 26

-230.00K

Tower Research Capital LLC (TRC)

Jun 30, 26

-11

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-300

BANK OF MONTREAL /CAN/

Jun 30, 26

-341

JANE STREET GROUP, LLC

Jun 30, 26

-7.80K

Pinnacle Financial Partners, Inc.

Jun 30, 26

-16.44K

Hilltop Holdings Inc.

Jun 30, 26

-17.50K

Strategic Financial Concepts, LLC

Jun 30, 26

-3.52K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-2

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-5.69K

CWM, LLC

239.26K

Mar 31, 26

-27.81K

0.42%

Skopos Labs, Inc.

4.28K

Mar 31, 26

+4.28K

0.01%

Sunbelt Securities, Inc.

1.70K

Mar 31, 26

-19

0.00%

Anchor Investment Management, LLC

405

Mar 31, 26

0.00%

Red Tortoise LLC

401

Mar 31, 26

0.00%

ORG Partners LLC

91.92K

Dec 31, 25

-25.69K

0.16%

COMERICA BANK

74.90K

Dec 31, 25

+1.16K

0.13%

MGB Wealth Management, LLC

8.59K

Dec 31, 25

0.02%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-385

SPC Financial, Inc.

138.43K

Sep 30, 25

+4.97K

0.24%

BRASS TAX WEALTH MANAGEMENT, INC

67.22K

Sep 30, 25

-246

0.12%

SYNOVUS FINANCIAL CORP

16.52K

Sep 30, 25

-363

0.03%

O'Dell Group, LLC

15.90K

Sep 30, 25

+15.90K

0.03%

Financial Advocates Investment Management

Sep 30, 25

-19.10K

L.M. KOHN & COMPANY

Sep 30, 25

-13.97K

Good Life Advisors, LLC

84.71K

Jun 30, 25

-11.49K

0.15%

Atria Wealth Solutions, Inc.

23.42K

Jun 30, 25

-5.17K

0.04%

AVANTAX ADVISORY SERVICES, INC.

19.73K

Jun 30, 25

+303

0.03%

Congress Wealth Management LLC / DE /

8.43K

Jun 30, 25

0.01%

Tyler-Stone Wealth Management

4.88K

Jun 30, 25

0.01%

Legacy Investment Solutions, LLC

Jun 30, 25

0.00%

Cutter & CO Brokerage, Inc.

8.46K

Mar 31, 25

0.01%

UNIONVIEW, LLC

93.72K

Dec 31, 24

+4.52K

0.16%

Bison Wealth, LLC

4.72K

Dec 31, 24

-252

0.01%

AlphaMark Advisors, LLC

1.50K

Dec 31, 24

0.00%

Zions Bancorporation, N.A.

1.50K

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

1.12K

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-573

RAYMOND JAMES & ASSOCIATES

1.67M

Sep 30, 24

+47.38K

2.94%

Raymond James Financial Services Advisors, Inc.

953.97K

Sep 30, 24

+18.05K

1.68%

Sweet Financial Partners, LLC

5.58K

Sep 30, 24

0.01%

Kowal Investment Group, LLC

4.57K

Sep 30, 24

0.01%

RAYMOND JAMES TRUST N.A.

4.15K

Sep 30, 24

0.01%

FinTrust Capital Advisors, LLC

285

Sep 30, 24

0.00%

Peterson Financial Group, Inc.

149

Sep 30, 24

+149

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

22.00K

Jun 30, 24

-759

0.04%

BUCKINGHAM STRATEGIC WEALTH, LLC

3.73K

Jun 30, 24

+3.73K

0.01%

BlackRock Inc.

2.11K

Jun 30, 24

+2.11K

0.00%

Custom Portfolio Group LLC

1.17K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-2.14K

Cetera Advisor Networks LLC

355.32K

Mar 31, 24

-24.47K

0.63%

Cetera Advisors LLC

74.49K

Mar 31, 24

+37.46K

0.13%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

21.39K

Mar 31, 24

+590

0.04%

EUDAIMONIA ADVISORS LLC

12.35K

Mar 31, 24

+349

0.02%

DB Wealth Management Group, LLC

90.41K

Dec 31, 23

-40.20K

0.16%

Simplicity Solutions, LLC

12.28K

Dec 31, 23

+252

0.02%

FOCUS FINANCIAL NETWORK INC /ADV

4.93K

Dec 31, 23

+4.93K

0.01%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

43.88K

Sep 30, 23

+22.88K

0.08%

Financial Architects, Inc

26.22K

Jun 30, 23

-19.30K

0.05%

BerganKDV Wealth Management, LLC

374

Jun 30, 23

+374

0.00%

BDO Wealth Advisors, LLC

Jun 30, 23

0.00%

Ahrens Investment Partners LLC

500

Mar 31, 23

+500

0.00%

True Capital Management

Mar 31, 23

-4.35K

Bickling Financial Services, Inc.

106.55K

Dec 31, 22

-5.41K

0.19%

TRUSTCORE FINANCIAL SERVICES, LLC

700

Dec 31, 22

0.00%

American Portfolios Advisors

74.69K

Sep 30, 22

-2.14K

0.13%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

73.90K

Sep 30, 22

+8.55K

0.13%

Strategic Asset Management, LLC

7.51K

Sep 30, 22

-20

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

1.13K

Sep 30, 22

+1.13K

0.00%

Titus Wealth Management

77.94K

Jun 30, 22

-3.77K

0.14%

B. Riley Wealth Management, Inc.

43.63K

Jun 30, 22

-4.30K

0.08%

NEXT Financial Group, Inc

1.82K

Dec 31, 21

-48

0.00%

Carroll Financial Associates, Inc.

808

Dec 31, 21

-6.81K

0.00%

Ameritas Investment Company, LLC

23.56K

Sep 30, 21

+1.90K

0.04%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

5.76K

Sep 30, 21

0.01%

Pinnacle Wealth Advisors

1.00K

Jun 30, 21

+1.00K

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

25.21K

Mar 31, 21

+3.31K

0.04%

OLD MISSION CAPITAL, LLC

16.02K

Dec 31, 20

+16.02K

0.03%

First Allied Advisory Services, Inc.

17.82K

Sep 30, 20

-1.37K

0.03%

LifePlan Financial Group, Inc

3.07K

Sep 30, 20

-765

0.01%

TCG Advisors, LP

Sep 30, 20

-14.51K

Global Financial Private Capital, Inc

177

Jun 30, 20

0.00%

Squar Milner Financial Services LLC

781

Mar 31, 20

0.00%

Advisor Group, Inc.

1.39M

Dec 31, 19

+15.86K

2.45%

LADENBURG THALMANN FINANCIAL SERVICES INC.

310.34K

Dec 31, 19

-26.22K

0.55%

BB&T SECURITIES, LLC

284.56K

Sep 30, 19

-2.20K

0.50%

SUNTRUST BANKS INC

29.78K

Sep 30, 19

-3.29K

0.05%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

14.68K

Sep 30, 19

-131

0.03%

AVIANCE CAPITAL MANAGEMENT, LLC

52.15K

Mar 31, 19

-2.84K

0.09%

HL FINANCIAL SERVICES LLC

48.53K

Mar 31, 19

-1.99K

0.09%

NEXT Financial Holdings

1.69K

Mar 31, 19

+1.69K

0.00%

Clarfeld Financial Advisors, LLC

1.50K

Dec 31, 18

+1.50K

0.00%

Vestpro Financial Partners, Inc. dba CPF Texas

32.57K

Sep 30, 18

+3.94K

0.06%

Kabarec Financial Advisors, Ltd.

Jun 30, 18

-260

Simply Money Advisors

549.28K

Mar 31, 18

-23.91K

0.97%

Hefty Wealth Partners

37.03K

Mar 31, 18

+322

0.07%

Oak Point Wealth Management

23.00K

Mar 31, 18

+3.16K

0.04%

IFC Holdings Incorporated/FL

336.56K

Dec 31, 17

+19.01K

0.59%

Bellwether Investment Group, LLC

61.41K

Dec 31, 17

+36.42K

0.11%

WealthShield, LLC

54.06K

Dec 31, 17

+54.06K

0.10%

SII INVESTMENTS INC/WI

41.53K

Dec 31, 17

+2.19K

0.07%

NATIONAL PLANNING CORP

Dec 31, 17

-84.49K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-12.46K

Concert Wealth Management Inc.

Sep 30, 17

-9.97K

Commonwealth Equity Services, Inc

658.41K

Jun 30, 17

+16.05K

1.16%

WFG Advisors, LP

87.05K

Jun 30, 17

+25.86K

0.15%

Virtu KCG Holdings LLC

46.13K

Jun 30, 17

+6.08K

0.08%

FIRST FINANCIAL EQUITY CORPORATION

44.66K

Mar 31, 17

+44.66K

0.08%

ARXIS SECURITIES LLC

Mar 31, 17

-19.36K

MSI Financial Services Inc

1.20M

Dec 31, 16

-135.20K

2.11%

VSR Financial Services, Inc.

347.91K

Jun 30, 16

+294.86K

0.61%

Investors Capital Advisory Services

47.99K

Jun 30, 16

-1.41K

0.08%

Hoxton Financial, Inc.

32.07K

Mar 31, 16

0.06%

SMITH HAYES Advisers, Inc

259.25K

Dec 31, 15

+23.84K

0.46%

Good Harbor Financial, LLC

50.37K

Sep 30, 15

+50.37K

0.09%

MANAGED ACCOUNT ADVISORS LLC

1.16M

Jun 30, 15

+594.13K

2.04%

BAIRD ROBERT W & CO INC /WI/

287.17K

Mar 31, 15

+90.96K

0.51%

STERNE AGEE GROUP, INC.

20.45K

Mar 31, 15

+20.45K

0.04%

NEW ENGLAND SECURITIES CORP /MA/

31.92K

Dec 31, 14

-6.28K

0.06%

UBS AG

3.83M

Sep 30, 14

+2.03M

6.75%