First Trust Dorsey Wright Focus 5 ETF(FV)

$70.60▼-0.15 (-21.26%)

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First Trust Dorsey Wright Focus 5 ETF(FV)

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$70.60▼-0.15 (-21.26%)

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FV(FV)

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Institutional Ownership

Top 443 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	5.59M	Mar 31, 26	-82.19K	11.23%
WELLS FARGO & COMPANY/MN	3.22M	Mar 31, 26	-465.82K	6.47%
LPL Financial LLC	3.10M	Mar 31, 26	-1.05M	6.22%
COMMONWEALTH EQUITY SERVICES, LLC	1.85M	Mar 31, 26	-481.59K	3.71%
RAYMOND JAMES FINANCIAL INC	1.78M	Mar 31, 26	-302.35K	3.58%
UBS Group AG	1.25M	Mar 31, 26	-23.78K	2.52%
BANK OF AMERICA CORP /DE/	1.18M	Mar 31, 26	-80.57K	2.37%
ROYAL BANK OF CANADA	757.62K	Mar 31, 26	-74.68K	1.52%
ADVISOR GROUP HOLDINGS, INC.	720.87K	Mar 31, 26	-50.25K	1.45%
Prospera Financial Services Inc	631.58K	Mar 31, 26	-76.41K	1.27%
Proactive Wealth Strategies LLC	609.50K	Mar 31, 26	+296.00K	1.22%
Concurrent Investment Advisors, LLC	562.36K	Mar 31, 26	-3.50K	1.13%
Cambridge Investment Research Advisors, Inc.	521.32K	Mar 31, 26	-44.18K	1.05%
SAR WEALTH MANAGEMENT GROUP, LLC	468.25K	Mar 31, 26	-1.91K	0.94%
STIFEL FINANCIAL CORP	422.66K	Mar 31, 26	-17.85K	0.85%
Rockefeller Capital Management L.P.	415.51K	Mar 31, 26	+15.05K	0.83%
Cetera Investment Advisers	403.64K	Mar 31, 26	+3.75K	0.81%
D.A. DAVIDSON & CO.	398.50K	Mar 31, 26	-8.97K	0.80%
ENVESTNET ASSET MANAGEMENT INC	389.19K	Mar 31, 26	+72.19K	0.78%
Private Advisor Group, LLC	346.33K	Mar 31, 26	+64.43K	0.70%
Baird Financial Group, Inc.	343.18K	Mar 31, 26	-76.45K	0.69%
BENJAMIN EDWARDS INC	305.38K	Mar 31, 26	+163.33K	0.61%
NewEdge Advisors, LLC	252.80K	Mar 31, 26	-676.90K	0.51%
Madrona Financial Services, LLC	247.58K	Mar 31, 26	-154.15K	0.50%
Geneos Wealth Management Inc.	243.53K	Mar 31, 26	-6.74K	0.49%
Steward Partners Investment Advisory, LLC	241.54K	Mar 31, 26	-2.38K	0.48%
CWM, LLC	239.26K	Mar 31, 26	-27.81K	0.48%
Independent Advisor Alliance	230.00K	Mar 31, 26	+230.00K	0.46%
Gateway Wealth Partners, LLC	214.63K	Mar 31, 26	+106.88K	0.43%
Frederick Financial Consultants, LLC	203.28K	Mar 31, 26	+7.83K	0.41%
Strid Group, LLC	198.10K	Mar 31, 26	-26.54K	0.40%
Concentrum Wealth Management	174.86K	Mar 31, 26	+751	0.35%
Regal Investment Advisors LLC	173.87K	Mar 31, 26	+4.44K	0.35%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	161.00K	Mar 31, 26	+69.43K	0.32%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	154.72K	Mar 31, 26	+5.05K	0.31%
Stratos Wealth Partners, LTD.	152.48K	Mar 31, 26	-2.08K	0.31%
HFG Advisors, Inc.	143.68K	Mar 31, 26	+206	0.29%
AlphaCore Capital LLC	139.51K	Mar 31, 26	-3.17K	0.28%
HighTower Advisors, LLC	136.66K	Mar 31, 26	-3.67K	0.27%
Ashton Thomas Private Wealth, LLC	133.50K	Mar 31, 26	-3.12K	0.27%
MGO ONE SEVEN LLC	126.93K	Mar 31, 26	-979	0.25%
JPMORGAN CHASE & CO	126.03K	Mar 31, 26	+60.57K	0.25%
Integrated Wealth Concepts LLC	123.92K	Mar 31, 26	-34.50K	0.25%
Fusion Capital, LLC	120.43K	Mar 31, 26	+4.23K	0.24%
SkyOak Wealth, LLC	107.75K	Mar 31, 26	+297	0.22%
AFFINITY WEALTH MANAGEMENT LLC	103.56K	Mar 31, 26	-5.03K	0.21%
IFP Advisors, Inc	101.41K	Mar 31, 26	+1.16K	0.20%
CITIGROUP INC	101.22K	Mar 31, 26	-3.80K	0.20%
Valmark Advisers, Inc.	98.72K	Mar 31, 26	-1.91K	0.20%
JONES FINANCIAL COMPANIES LLLP	89.10K	Mar 31, 26	+3.70K	0.18%
Kestra Advisory Services, LLC	87.66K	Mar 31, 26	+9.94K	0.18%
TRUIST FINANCIAL CORP	87.09K	Mar 31, 26	-9.80K	0.17%
PFG Investments, LLC	86.94K	Mar 31, 26	-41.52K	0.17%
MML INVESTORS SERVICES, LLC	81.92K	Mar 31, 26	-514	0.16%
ATWOOD & PALMER INC	80.74K	Mar 31, 26	-11.26K	0.16%
FIFTH THIRD BANCORP	74.92K	Mar 31, 26	+74.92K	0.15%
Waverly Advisors, LLC	72.36K	Mar 31, 26	-8	0.15%
Merit Financial Group, LLC	70.32K	Mar 31, 26	+19.91K	0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	66.36K	Mar 31, 26	+23.23K	0.13%
Creative Planning	64.81K	Mar 31, 26	-1.66K	0.13%
Sanctuary Advisors, LLC	64.07K	Mar 31, 26	-938	0.13%
US BANCORP \DE\	63.65K	Mar 31, 26	+25.85K	0.13%
AssuredPartners Investment Advisors, LLC	61.76K	Mar 31, 26	+61.76K	0.12%
CITADEL ADVISORS LLC	60.97K	Mar 31, 26	+47.98K	0.12%
Meridian Wealth Management, LLC	60.96K	Mar 31, 26	--	0.12%
Claro Advisors LLC	60.86K	Mar 31, 26	-267	0.12%
WILEY BROS.-AINTREE CAPITAL, LLC	59.80K	Mar 31, 26	-18.29K	0.12%
Farther Finance Advisors, LLC	59.43K	Mar 31, 26	-21.86K	0.12%
AQR CAPITAL MANAGEMENT LLC	58.62K	Mar 31, 26	+714	0.12%
DAYMARK WEALTH PARTNERS, LLC	58.50K	Mar 31, 26	-2.53K	0.12%
Apollon Wealth Management, LLC	57.18K	Mar 31, 26	-7.84K	0.11%
TradeWell Securities, LLC.	56.42K	Mar 31, 26	-4.40K	0.11%
Stablepoint Partners, LLC	56.19K	Mar 31, 26	+2.86K	0.11%
Morey & Quinn Wealth Partners, LLC	52.82K	Mar 31, 26	+248	0.11%
MUIRFIELD WEALTH ADVISORS LLC	51.08K	Mar 31, 26	-528	0.10%
Mutual Advisors, LLC	50.93K	Mar 31, 26	-996	0.10%
Petix & Botte Co	50.25K	Mar 31, 26	+6.27K	0.10%
Cushing Capital Partners, LLC	48.26K	Mar 31, 26	-563	0.10%
VestGen Advisors, LLC	45.42K	Mar 31, 26	+615	0.09%
MARSHALL INVESTMENT MANAGEMENT, LLC	44.95K	Mar 31, 26	-15	0.09%
First Heartland Consultants, Inc.	43.11K	Mar 31, 26	--	0.09%
Miracle Mile Advisors, LLC	43.07K	Mar 31, 26	-887	0.09%
Equitable Holdings, Inc.	41.97K	Mar 31, 26	-2.23K	0.08%
Lunt Capital Management, Inc.	40.42K	Mar 31, 26	+785	0.08%
INDEPENDENT FINANCIAL GROUP, LLC	39.77K	Mar 31, 26	-2.48K	0.08%
FLAGSHIP HARBOR ADVISORS, LLC	39.69K	Mar 31, 26	+23.51K	0.08%
Arkadios Wealth Advisors	37.95K	Mar 31, 26	-4.90K	0.08%
Golden State Wealth Management, LLC	37.26K	Mar 31, 26	-683	0.07%
WCG Wealth Advisors LLC	36.31K	Mar 31, 26	-121	0.07%
COTTONWOOD CAPITAL ADVISORS, LLC	35.74K	Mar 31, 26	-879	0.07%
KESTRA PRIVATE WEALTH SERVICES, LLC	34.25K	Mar 31, 26	-3.78K	0.07%
Mariner, LLC	33.31K	Mar 31, 26	+2.29K	0.07%
Richmond Investment Services, LLC	32.45K	Mar 31, 26	-193	0.07%
Qube Research & Technologies Ltd	32.15K	Mar 31, 26	-3.26K	0.06%
Snowden Capital Advisors LLC	31.48K	Mar 31, 26	-1.06K	0.06%
WEDBUSH SECURITIES INC	31.30K	Mar 31, 26	-48	0.06%
Waterfront Wealth Inc.	31.27K	Mar 31, 26	-444	0.06%
Sigma Planning Corp	31.24K	Mar 31, 26	-106	0.06%
SMITH, MOORE & CO.	29.56K	Mar 31, 26	+1.07K	0.06%
Colonial River Wealth Management, LLC	29.34K	Mar 31, 26	+1.53K	0.06%
Garden State Investment Advisory Services LLC	28.04K	Mar 31, 26	+544	0.06%
QP WEALTH MANAGEMENT, LLC	27.75K	Mar 31, 26	-10.06K	0.06%
Trueblood Wealth Management, LLC	25.45K	Mar 31, 26	+557	0.05%
Atria Investments, Inc	25.40K	Mar 31, 26	-177	0.05%
Accel Wealth Management	25.39K	Mar 31, 26	-3.38K	0.05%
OPPENHEIMER & CO INC	24.64K	Mar 31, 26	-114	0.05%
Resources Investment Advisors, LLC.	22.42K	Mar 31, 26	+507	0.05%
HARBOUR INVESTMENTS, INC.	22.06K	Mar 31, 26	-2.15K	0.04%
CoreCap Advisors, LLC	22.04K	Mar 31, 26	-225	0.04%
FMR LLC	22.03K	Mar 31, 26	+3.69K	0.04%
Savvy Advisors, Inc.	21.65K	Mar 31, 26	-69	0.04%
Pensionmark Financial Group, LLC	21.05K	Mar 31, 26	-5.55K	0.04%
Western Wealth Management, LLC	21.02K	Mar 31, 26	-313	0.04%
Argent Trust Co	20.88K	Mar 31, 26	-800	0.04%
NBT BANK N A /NY	20.16K	Mar 31, 26	+20.03K	0.04%
OXFORD FINANCIAL GROUP LTD	19.76K	Mar 31, 26	--	0.04%
Kiker Wealth Management, LLC	19.24K	Mar 31, 26	+19.24K	0.04%
DAVENPORT & Co LLC	18.86K	Mar 31, 26	-1.22K	0.04%
FLOW TRADERS U.S. LLC	18.82K	Mar 31, 26	+18.82K	0.04%
Kovack Advisors, Inc.	18.64K	Mar 31, 26	-341	0.04%
Ballew Advisors, Inc	18.57K	Mar 31, 26	-63	0.04%
RFG Advisory, LLC	18.38K	Mar 31, 26	-238	0.04%
Ameritas Advisory Services, LLC	18.15K	Mar 31, 26	-983	0.04%
Allworth Financial LP	17.80K	Mar 31, 26	+620	0.04%
Atlas Private Wealth Advisors	17.67K	Mar 31, 26	-133	0.04%
Hilltop Holdings Inc.	17.50K	Mar 31, 26	-3.85K	0.04%
Quantinno Capital Management LP	17.38K	Mar 31, 26	+8.08K	0.03%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	16.05K	Mar 31, 26	-297	0.03%
STEPHENS INC /AR/	16.03K	Mar 31, 26	+369	0.03%
Advisory Services Network, LLC	15.76K	Mar 31, 26	-447	0.03%
Topsail Wealth Management, LLC	15.62K	Mar 31, 26	+328	0.03%
CASCADE INVESTMENT GROUP, INC.	15.58K	Mar 31, 26	-206	0.03%
FORTRESS PRIVATE LEDGER, LLC	14.87K	Mar 31, 26	+214	0.03%
CAPITAL PERFORMANCE ADVISORS LLP	14.81K	Mar 31, 26	+6	0.03%
Gilliland Jeter Wealth Management LLC	14.80K	Mar 31, 26	+13	0.03%
Montz Harcus Wealth Management LLC	14.77K	Mar 31, 26	+3.20K	0.03%
Pinnacle Wealth Management Advisory Group, LLC	14.72K	Mar 31, 26	+14.72K	0.03%
PINNACLE ASSOCIATES LTD	14.72K	Mar 31, 26	+14.72K	0.03%
Clear Creek Financial Management, LLC	14.67K	Mar 31, 26	+46	0.03%
Advisory Alpha, LLC	14.66K	Mar 31, 26	-387	0.03%
THOROUGHBRED FINANCIAL SERVICES, LLC	14.38K	Mar 31, 26	+68	0.03%
MinichMacGregor Wealth Management, LLC	14.25K	Mar 31, 26	-877	0.03%
HRT FINANCIAL LP	14.17K	Mar 31, 26	+7.39K	0.03%
Quad-Cities Investment Group, LLC	13.90K	Mar 31, 26	-73	0.03%
Insight Advisors, LLC/ PA	13.87K	Mar 31, 26	-5	0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	13.60K	Mar 31, 26	+7	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	13.49K	Mar 31, 26	-2.12K	0.03%
AE Wealth Management LLC	13.33K	Mar 31, 26	+806	0.03%
Novak & Powell Financial Services, Inc.	13.10K	Mar 31, 26	--	0.03%
Keystone Financial Group	12.92K	Mar 31, 26	+1	0.03%
KINGSWOOD WEALTH ADVISORS, LLC	12.30K	Mar 31, 26	-6.32K	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	12.17K	Mar 31, 26	-400	0.02%
CAPTRUST FINANCIAL ADVISORS	11.97K	Mar 31, 26	-5.32K	0.02%
Sage Mountain Advisors LLC	11.93K	Mar 31, 26	--	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	11.73K	Mar 31, 26	-10.25K	0.02%
Madison Park Capital Advisors, LLC	11.63K	Mar 31, 26	+2	0.02%
Capital Investment Advisory Services, LLC	11.62K	Mar 31, 26	-687	0.02%
Clark Capital Management Group, Inc.	11.57K	Mar 31, 26	-10.08K	0.02%
KEYBANK NATIONAL ASSOCIATION/OH	11.32K	Mar 31, 26	--	0.02%
DHJJ Financial Advisors, Ltd.	11.20K	Mar 31, 26	--	0.02%
HighPoint Advisor Group LLC	10.79K	Mar 31, 26	+92	0.02%
ASSETMARK, INC	10.76K	Mar 31, 26	+2.97K	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	10.64K	Mar 31, 26	+717	0.02%
NBC SECURITIES, INC.	10.64K	Mar 31, 26	-3.65K	0.02%
Visionary Wealth Advisors	10.50K	Mar 31, 26	+4	0.02%
Koshinski Asset Management, Inc.	10.40K	Mar 31, 26	-50	0.02%
Tudor Financial Inc.	10.26K	Mar 31, 26	+196	0.02%
SRS Capital Advisors, Inc.	10.13K	Mar 31, 26	-6	0.02%
FIRST CITIZENS BANK & TRUST CO	9.96K	Mar 31, 26	-737	0.02%
Summit Financial, LLC	9.64K	Mar 31, 26	-10	0.02%
Aptus Capital Advisors, LLC	9.59K	Mar 31, 26	-505	0.02%
HCR Wealth Advisors	9.04K	Mar 31, 26	+205	0.02%
Advisors Capital Management, LLC	8.80K	Mar 31, 26	-400	0.02%
Spire Wealth Management	8.71K	Mar 31, 26	+233	0.02%
Ausdal Financial Partners, Inc.	8.69K	Mar 31, 26	-533	0.02%
CARY STREET PARTNERS FINANCIAL LLC	8.32K	Mar 31, 26	--	0.02%
Sargent Investment Group, LLC	7.97K	Mar 31, 26	-500	0.02%
Cyndeo Wealth Partners, LLC	7.97K	Mar 31, 26	--	0.02%
GOLDMAN SACHS GROUP INC	7.88K	Mar 31, 26	-4.74K	0.02%
HANCOCK WHITNEY CORP	7.84K	Mar 31, 26	--	0.02%
JANE STREET GROUP, LLC	7.80K	Mar 31, 26	-13.29K	0.02%
NWF Advisory Services Inc.	7.63K	Mar 31, 26	+1.54K	0.02%
WEST MICHIGAN ADVISORS, LLC	7.51K	Mar 31, 26	--	0.02%
SNS Financial Group, LLC	7.49K	Mar 31, 26	-773	0.02%
GAMMA Investing LLC	7.42K	Mar 31, 26	--	0.01%
J.W. COLE ADVISORS, INC.	7.31K	Mar 31, 26	+2	0.01%
Kaydan Wealth Management, Inc.	7.18K	Mar 31, 26	--	0.01%
Founders Financial Alliance, LLC	6.98K	Mar 31, 26	+624	0.01%
ARQ WEALTH ADVISORS, LLC	6.17K	Mar 31, 26	--	0.01%
Carr Financial Group Corp	6.12K	Mar 31, 26	+83	0.01%
LOWE BROCKENBROUGH & CO INC	5.80K	Mar 31, 26	-650	0.01%
NOVEM GROUP	5.75K	Mar 31, 26	-71	0.01%
Chicago Partners Investment Group LLC	5.70K	Mar 31, 26	+5	0.01%
Manchester Capital Management LLC	5.70K	Mar 31, 26	--	0.01%
TWO SIGMA SECURITIES, LLC	5.69K	Mar 31, 26	-12.82K	0.01%
Virtus Wealth Solutions LLC	5.60K	Mar 31, 26	+5	0.01%
Dynamic Advisor Solutions LLC	5.56K	Mar 31, 26	+5.56K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	5.54K	Mar 31, 26	-3.36K	0.01%
Kingsview Wealth Management, LLC	5.29K	Mar 31, 26	-326	0.01%
Sound Income Strategies, LLC	5.25K	Mar 31, 26	-340	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	5.15K	Mar 31, 26	+1.70K	0.01%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	5.00K	Mar 31, 26	--	0.01%
Independent Wealth Network Inc.	4.89K	Mar 31, 26	-7	0.01%
WealthTrust Asset Management, LLC	4.84K	Mar 31, 26	+503	0.01%
Dale Q Rice Investment Management Ltd	4.80K	Mar 31, 26	-3	0.01%
Tradewinds, LLC.	4.54K	Mar 31, 26	+4.54K	0.01%
QTR Family Wealth, LLC	4.53K	Mar 31, 26	-75	0.01%
Formidable Asset Management, LLC	4.48K	Mar 31, 26	-119	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	4.29K	Mar 31, 26	+4.29K	0.01%
Skopos Labs, Inc.	4.28K	Mar 31, 26	+4.28K	0.01%
Moors & Cabot, Inc.	4.13K	Mar 31, 26	+148	0.01%
Strategies Wealth Advisors, LLC	4.05K	Mar 31, 26	+2	0.01%
Private Advisory Group LLC	4.03K	Mar 31, 26	-23	0.01%
Brookstone Capital Management	4.00K	Mar 31, 26	+3	0.01%
Bryn Mawr Capital Management, LLC	3.98K	Mar 31, 26	--	0.01%
Allspring Global Investments Holdings, LLC	3.83K	Mar 31, 26	+3.83K	0.01%
Buckingham Strategic Partners	3.76K	Mar 31, 26	--	0.01%
Trace Wealth Advisors, LLC	3.75K	Mar 31, 26	--	0.01%
Caprock Group, LLC	3.72K	Mar 31, 26	+500	0.01%
Cassaday & Co Wealth Management LLC	3.65K	Mar 31, 26	--	0.01%
STRATEGY ASSET MANAGERS LLC	3.57K	Mar 31, 26	--	0.01%
StoneX Group Inc.	3.56K	Mar 31, 26	-13.38K	0.01%
PRINCIPAL SECURITIES, INC.	3.53K	Mar 31, 26	+57	0.01%
QRG CAPITAL MANAGEMENT, INC.	3.52K	Mar 31, 26	+3.52K	0.01%
Strategic Financial Concepts, LLC	3.52K	Mar 31, 26	+3.52K	0.01%
CITY HOLDING CO	3.50K	Mar 31, 26	--	0.01%
Focus Financial Network, Inc.	3.45K	Mar 31, 26	-997	0.01%
HBK Sorce Advisory LLC	3.40K	Mar 31, 26	-89	0.01%
Capital Asset Advisory Services LLC	3.37K	Mar 31, 26	-108	0.01%
Register Financial Advisors LLC	3.17K	Mar 31, 26	--	0.01%
Oakworth Capital, Inc.	3.00K	Mar 31, 26	--	0.01%
Colony Group, LLC	2.98K	Mar 31, 26	-2.94K	0.01%
HANTZ FINANCIAL SERVICES, INC.	2.95K	Mar 31, 26	+300	0.01%
BlackRock, Inc.	2.84K	Mar 31, 26	--	0.01%
Clearstead Advisors, LLC	2.70K	Mar 31, 26	--	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	2.25K	Mar 31, 26	+2.25K	0.00%
Rialto Wealth Management, LLC	2.12K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	1.93K	Mar 31, 26	-184	0.00%
MAI Capital Management	1.90K	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	1.70K	Mar 31, 26	-19	0.00%
HUNTINGTON NATIONAL BANK	1.64K	Mar 31, 26	+1.62K	0.00%
Wagner Wealth Management, LLC	1.58K	Mar 31, 26	+2	0.00%
WealthShield Partners, LLC	1.56K	Mar 31, 26	+2	0.00%
Cedar Mountain Advisors, LLC	1.53K	Mar 31, 26	+2	0.00%
Creative Capital Management Investments LLC	1.44K	Mar 31, 26	--	0.00%
MTM Investment Management, LLC	1.41K	Mar 31, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	1.33K	Mar 31, 26	-2	0.00%
Twin Lakes Capital Management, LLC	1.29K	Mar 31, 26	--	0.00%
Luken Investment Analytics, LLC	1.27K	Mar 31, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.23K	Mar 31, 26	--	0.00%
Coastal Investment Advisors, Inc.	1.18K	Mar 31, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	1.16K	Mar 31, 26	-1.03K	0.00%
Pinnacle Wealth Planning Services, Inc.	1.08K	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	965	Mar 31, 26	+965	0.00%
Larson Financial Group LLC	958	Mar 31, 26	+760	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	921	Mar 31, 26	+506	0.00%
ST GERMAIN D J CO INC	907	Mar 31, 26	--	0.00%
BLAIR WILLIAM & CO/IL	858	Mar 31, 26	--	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	838	Mar 31, 26	+838	0.00%
BURKETT FINANCIAL SERVICES, LLC	825	Mar 31, 26	--	0.00%
TD Capital Management LLC	799	Mar 31, 26	+1	0.00%
Truvestments Capital LLC	783	Mar 31, 26	+1	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	750	Mar 31, 26	--	0.00%
SOUTH PLAINS FINANCIAL, INC.	743	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	670	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	634	Mar 31, 26	+77	0.00%
AMERICAN NATIONAL BANK	535	Mar 31, 26	+535	0.00%
Elevated Capital Advisors, LLC	475	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	473	Mar 31, 26	+211	0.00%
Crews Bank & Trust	452	Mar 31, 26	--	0.00%
Decker Retirement Planning Inc.	407	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	405	Mar 31, 26	--	0.00%
Red Tortoise LLC	401	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	400	Mar 31, 26	--	0.00%
Operose Advisors LLC	389	Mar 31, 26	--	0.00%
Holos Integrated Wealth LLC	378	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	375	Mar 31, 26	--	0.00%
Capital Analysts, LLC	367	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	357	Mar 31, 26	+357	0.00%
CALDWELL SUTTER CAPITAL, INC.	353	Mar 31, 26	+130	0.00%
Quaker Wealth Management, LLC	350	Mar 31, 26	+350	0.00%
Russell Investments Group, Ltd.	343	Mar 31, 26	-85	0.00%
BANK OF MONTREAL /CAN/	341	Mar 31, 26	+33	0.00%
Grove Bank & Trust	330	Mar 31, 26	--	0.00%
Financial Perspectives, Inc	317	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	317	Mar 31, 26	--	0.00%
QUADRANT CAPITAL GROUP LLC	300	Mar 31, 26	--	0.00%
Key FInancial Inc	275	Mar 31, 26	--	0.00%
Newbridge Financial Services Group, Inc.	264	Mar 31, 26	--	0.00%
EPG Wealth Management LLC	252	Mar 31, 26	-251	0.00%
PFS Partners, LLC	250	Mar 31, 26	--	0.00%
First Pacific Financial	241	Mar 31, 26	--	0.00%
Graney & King, LLC	201	Mar 31, 26	--	0.00%
Investors Research Corp	109	Mar 31, 26	-108	0.00%
Strategic Wealth Partners, Ltd.	107	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	90	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	41	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	28	Mar 31, 26	+28	0.00%
Bernard Wealth Management Corp.	25	Mar 31, 26	--	0.00%
POM Investment Strategies, LLC	15	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	11	Mar 31, 26	-31	0.00%
Root Financial Partners, LLC	10	Mar 31, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	2	Mar 31, 26	--	0.00%
Avantax Planning Partners, Inc.	--	Mar 31, 26	-3.26K	--
COUNTRY TRUST BANK	--	Mar 31, 26	-200	--
BRYN MAWR TRUST Co	--	Mar 31, 26	-500	--
CI Private Wealth, LLC	--	Mar 31, 26	-64.61K	--
IFG Advisory, LLC	--	Mar 31, 26	-43.88K	--
West Branch Capital LLC	--	Mar 31, 26	-64	--
Janney Montgomery Scott LLC	--	Mar 31, 26	-506.02K	--
Envestnet Portfolio Solutions, Inc.	--	Mar 31, 26	-39.48K	--
Empowered Funds, LLC	--	Mar 31, 26	-5.96K	--
RETIREMENT GUYS FORMULA LLC	--	Mar 31, 26	-34.94K	--
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-4.48K	--
Gladstone Institutional Advisory LLC	--	Mar 31, 26	-10.02K	--
Global Assets Advisory, LLC	--	Mar 31, 26	-17.25K	--
360 Financial, Inc.	--	Mar 31, 26	-3.49K	--
Saxony Capital Management, LLC	--	Mar 31, 26	-3.83K	--
LOGAN CAPITAL MANAGEMENT INC	--	Mar 31, 26	-5.29K	--
EXCHANGE TRADED CONCEPTS, LLC	--	Mar 31, 26	-61	--
Engineers Gate Manager LP	--	Mar 31, 26	-6.33K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-4.05K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-31.30K	--
CX Institutional	--	Mar 31, 26	-917	--
B. Riley Wealth Advisors, Inc.	--	Mar 31, 26	-9.79K	--
MONETA GROUP INVESTMENT ADVISORS LLC	--	Mar 31, 26	-3.29K	--
Compass Financial Services Inc	--	Mar 31, 26	-36	--
Laurel Wealth Advisors LLC	--	Mar 31, 26	-850	--
Continuum Advisory, LLC	--	Mar 31, 26	-5.82K	--
Providence Capital Advisors, LLC	--	Mar 31, 26	-294	--
MILLENNIUM MANAGEMENT LLC	--	Mar 31, 26	-3.88K	--
Schneider Downs Wealth Management Advisors, LP	--	Mar 31, 26	-3.27K	--
ORG Partners LLC	91.92K	Dec 31, 25	-25.69K	0.18%
COMERICA BANK	74.90K	Dec 31, 25	+1.16K	0.15%
Global Retirement Partners, LLC	59.18K	Dec 31, 25	-97	0.12%
MGB Wealth Management, LLC	8.59K	Dec 31, 25	+8	0.02%
Pine Valley Investments Ltd Liability Co	8.10K	Dec 31, 25	-67	0.02%
FAS Wealth Partners, Inc.	2.03K	Dec 31, 25	+5	0.00%
Asset Dedication, LLC	692	Dec 31, 25	--	0.00%
SageView Advisory Group, LLC	178	Dec 31, 25	+178	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-385	--
LEIGH BALDWIN & CO., LLC	--	Dec 31, 25	-5.94K	--
SPC Financial, Inc.	138.43K	Sep 30, 25	+4.97K	0.28%
BRASS TAX WEALTH MANAGEMENT, INC	67.22K	Sep 30, 25	-246	0.13%
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	0.17%
Atria Wealth Solutions, Inc.	23.42K	Jun 30, 25	-5.17K	0.05%
AVANTAX ADVISORY SERVICES, INC.	19.73K	Jun 30, 25	+303	0.04%
Congress Wealth Management LLC / DE /	8.43K	Jun 30, 25	--	0.02%
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	--	0.02%
UNIONVIEW, LLC	93.72K	Dec 31, 24	+4.52K	0.19%
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	3.36%
Raymond James Financial Services Advisors, Inc.	953.97K	Sep 30, 24	+18.05K	1.92%
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	0.71%
Cetera Advisors LLC	74.49K	Mar 31, 24	+37.46K	0.15%
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	0.18%
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	0.09%
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	0.21%
TRUSTCORE FINANCIAL SERVICES, LLC	700	Dec 31, 22	--	0.00%
American Portfolios Advisors	74.69K	Sep 30, 22	-2.14K	0.15%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	73.90K	Sep 30, 22	+8.55K	0.15%
Strategic Asset Management, LLC	7.51K	Sep 30, 22	-20	0.02%
WIPFLI FINANCIAL ADVISORS LLC,	1.13K	Sep 30, 22	+1.13K	0.00%
Titus Wealth Management	77.94K	Jun 30, 22	-3.77K	0.16%
B. Riley Wealth Management, Inc.	43.63K	Jun 30, 22	-4.30K	0.09%
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	0.05%
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	0.05%
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	0.04%
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	2.79%
LADENBURG THALMANN FINANCIAL SERVICES INC.	310.34K	Dec 31, 19	-26.22K	0.62%
BB&T SECURITIES, LLC	284.56K	Sep 30, 19	-2.20K	0.57%
SUNTRUST BANKS INC	29.78K	Sep 30, 19	-3.29K	0.06%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	14.68K	Sep 30, 19	-131	0.03%
AVIANCE CAPITAL MANAGEMENT, LLC	52.15K	Mar 31, 19	-2.84K	0.10%
HL FINANCIAL SERVICES LLC	48.53K	Mar 31, 19	-1.99K	0.10%
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	0.07%
Kabarec Financial Advisors, Ltd.	--	Jun 30, 18	-260	--
Simply Money Advisors	549.28K	Mar 31, 18	-23.91K	1.10%
Hefty Wealth Partners	37.03K	Mar 31, 18	+322	0.07%
Oak Point Wealth Management	23.00K	Mar 31, 18	+3.16K	0.05%
IFC Holdings Incorporated/FL	336.56K	Dec 31, 17	+19.01K	0.68%
Bellwether Investment Group, LLC	61.41K	Dec 31, 17	+36.42K	0.12%
WealthShield, LLC	54.06K	Dec 31, 17	+54.06K	0.11%
SII INVESTMENTS INC/WI	41.53K	Dec 31, 17	+2.19K	0.08%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-12.46K	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-84.49K	--
Concert Wealth Management Inc.	--	Sep 30, 17	-9.97K	--
Commonwealth Equity Services, Inc	658.41K	Jun 30, 17	+16.05K	1.32%
WFG Advisors, LP	87.05K	Jun 30, 17	+25.86K	0.17%
Virtu KCG Holdings LLC	46.13K	Jun 30, 17	+6.08K	0.09%
FIRST FINANCIAL EQUITY CORPORATION	44.66K	Mar 31, 17	+44.66K	0.09%
ARXIS SECURITIES LLC	--	Mar 31, 17	-19.36K	--
MSI Financial Services Inc	1.20M	Dec 31, 16	-135.20K	2.40%
VSR Financial Services, Inc.	347.91K	Jun 30, 16	+294.86K	0.70%
Investors Capital Advisory Services	47.99K	Jun 30, 16	-1.41K	0.10%
Hoxton Financial, Inc.	32.07K	Mar 31, 16	--	0.06%
SMITH HAYES Advisers, Inc	259.25K	Dec 31, 15	+23.84K	0.52%
Good Harbor Financial, LLC	50.37K	Sep 30, 15	+50.37K	0.10%
MANAGED ACCOUNT ADVISORS LLC	1.16M	Jun 30, 15	+594.13K	2.33%
BAIRD ROBERT W & CO INC /WI/	287.17K	Mar 31, 15	+90.96K	0.58%
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	7.69%

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Holder

Date

Change

% Held

MORGAN STANLEY

5.59M

Mar 31, 26

-82.19K

11.23%

WELLS FARGO & COMPANY/MN

3.22M

Mar 31, 26

-465.82K

6.47%

LPL Financial LLC

3.10M

Mar 31, 26

-1.05M

6.22%

COMMONWEALTH EQUITY SERVICES, LLC

1.85M

Mar 31, 26

-481.59K

3.71%

RAYMOND JAMES FINANCIAL INC

1.78M

Mar 31, 26

-302.35K

3.58%

UBS Group AG

1.25M

Mar 31, 26

-23.78K

2.52%

BANK OF AMERICA CORP /DE/

1.18M

Mar 31, 26

-80.57K

2.37%

ROYAL BANK OF CANADA

757.62K

Mar 31, 26

-74.68K

1.52%

ADVISOR GROUP HOLDINGS, INC.

720.87K

Mar 31, 26

-50.25K

1.45%

Prospera Financial Services Inc

631.58K

Mar 31, 26

-76.41K

1.27%

Proactive Wealth Strategies LLC

609.50K

Mar 31, 26

+296.00K

1.22%

Concurrent Investment Advisors, LLC

562.36K

Mar 31, 26

-3.50K

1.13%

Cambridge Investment Research Advisors, Inc.

521.32K

Mar 31, 26

-44.18K

1.05%

SAR WEALTH MANAGEMENT GROUP, LLC

468.25K

Mar 31, 26

-1.91K

0.94%

STIFEL FINANCIAL CORP

422.66K

Mar 31, 26

-17.85K

0.85%

Rockefeller Capital Management L.P.

415.51K

Mar 31, 26

+15.05K

0.83%

Cetera Investment Advisers

403.64K

Mar 31, 26

+3.75K

0.81%

D.A. DAVIDSON & CO.

398.50K

Mar 31, 26

-8.97K

0.80%

ENVESTNET ASSET MANAGEMENT INC

389.19K

Mar 31, 26

+72.19K

0.78%

Private Advisor Group, LLC

346.33K

Mar 31, 26

+64.43K

0.70%

Baird Financial Group, Inc.

343.18K

Mar 31, 26

-76.45K

0.69%

BENJAMIN EDWARDS INC

305.38K

Mar 31, 26

+163.33K

0.61%

NewEdge Advisors, LLC

252.80K

Mar 31, 26

-676.90K

0.51%

Madrona Financial Services, LLC

247.58K

Mar 31, 26

-154.15K

0.50%

Geneos Wealth Management Inc.

243.53K

Mar 31, 26

-6.74K

0.49%

Steward Partners Investment Advisory, LLC

241.54K

Mar 31, 26

-2.38K

0.48%

CWM, LLC

239.26K

Mar 31, 26

-27.81K

0.48%

Independent Advisor Alliance

230.00K

Mar 31, 26

+230.00K

0.46%

Gateway Wealth Partners, LLC

214.63K

Mar 31, 26

+106.88K

0.43%

Frederick Financial Consultants, LLC

203.28K

Mar 31, 26

+7.83K

0.41%

Strid Group, LLC

198.10K

Mar 31, 26

-26.54K

0.40%

Concentrum Wealth Management

174.86K

Mar 31, 26

+751

0.35%

Regal Investment Advisors LLC

173.87K

Mar 31, 26

+4.44K

0.35%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

161.00K

Mar 31, 26

+69.43K

0.32%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

154.72K

Mar 31, 26

+5.05K

0.31%

Stratos Wealth Partners, LTD.

152.48K

Mar 31, 26

-2.08K

0.31%

HFG Advisors, Inc.

143.68K

Mar 31, 26

+206

0.29%

AlphaCore Capital LLC

139.51K

Mar 31, 26

-3.17K

0.28%

HighTower Advisors, LLC

136.66K

Mar 31, 26

-3.67K

0.27%

Ashton Thomas Private Wealth, LLC

133.50K

Mar 31, 26

-3.12K

0.27%

MGO ONE SEVEN LLC

126.93K

Mar 31, 26

-979

0.25%

JPMORGAN CHASE & CO

126.03K

Mar 31, 26

+60.57K

0.25%

Integrated Wealth Concepts LLC

123.92K

Mar 31, 26

-34.50K

0.25%

Fusion Capital, LLC

120.43K

Mar 31, 26

+4.23K

0.24%

SkyOak Wealth, LLC

107.75K

Mar 31, 26

+297

0.22%

AFFINITY WEALTH MANAGEMENT LLC

103.56K

Mar 31, 26

-5.03K

0.21%

IFP Advisors, Inc

101.41K

Mar 31, 26

+1.16K

0.20%

CITIGROUP INC

101.22K

Mar 31, 26

-3.80K

0.20%

Valmark Advisers, Inc.

98.72K

Mar 31, 26

-1.91K

0.20%

JONES FINANCIAL COMPANIES LLLP

89.10K

Mar 31, 26

+3.70K

0.18%

Kestra Advisory Services, LLC

87.66K

Mar 31, 26

+9.94K

0.18%

TRUIST FINANCIAL CORP

87.09K

Mar 31, 26

-9.80K

0.17%

PFG Investments, LLC

86.94K

Mar 31, 26

-41.52K

0.17%

MML INVESTORS SERVICES, LLC

81.92K

Mar 31, 26

-514

0.16%

ATWOOD & PALMER INC

80.74K

Mar 31, 26

-11.26K

0.16%

FIFTH THIRD BANCORP

74.92K

Mar 31, 26

+74.92K

0.15%

Waverly Advisors, LLC

72.36K

Mar 31, 26

-8

0.15%

Merit Financial Group, LLC

70.32K

Mar 31, 26

+19.91K

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

66.36K

Mar 31, 26

+23.23K

0.13%

Creative Planning

64.81K

Mar 31, 26

-1.66K

0.13%

Sanctuary Advisors, LLC

64.07K

Mar 31, 26

-938

0.13%

US BANCORP \DE\

63.65K

Mar 31, 26

+25.85K

0.13%

AssuredPartners Investment Advisors, LLC

61.76K

Mar 31, 26

+61.76K

0.12%

CITADEL ADVISORS LLC

60.97K

Mar 31, 26

+47.98K

0.12%

Meridian Wealth Management, LLC

60.96K

Mar 31, 26

0.12%

Claro Advisors LLC

60.86K

Mar 31, 26

-267

0.12%

WILEY BROS.-AINTREE CAPITAL, LLC

59.80K

Mar 31, 26

-18.29K

0.12%

Farther Finance Advisors, LLC

59.43K

Mar 31, 26

-21.86K

0.12%

AQR CAPITAL MANAGEMENT LLC

58.62K

Mar 31, 26

+714

0.12%

DAYMARK WEALTH PARTNERS, LLC

58.50K

Mar 31, 26

-2.53K

0.12%

Apollon Wealth Management, LLC

57.18K

Mar 31, 26

-7.84K

0.11%

TradeWell Securities, LLC.

56.42K

Mar 31, 26

-4.40K

0.11%

Stablepoint Partners, LLC

56.19K

Mar 31, 26

+2.86K

0.11%

Morey & Quinn Wealth Partners, LLC

52.82K

Mar 31, 26

+248

0.11%

MUIRFIELD WEALTH ADVISORS LLC

51.08K

Mar 31, 26

-528

0.10%

Mutual Advisors, LLC

50.93K

Mar 31, 26

-996

0.10%

Petix & Botte Co

50.25K

Mar 31, 26

+6.27K

0.10%

Cushing Capital Partners, LLC

48.26K

Mar 31, 26

-563

0.10%

VestGen Advisors, LLC

45.42K

Mar 31, 26

+615

0.09%

MARSHALL INVESTMENT MANAGEMENT, LLC

44.95K

Mar 31, 26

-15

0.09%

First Heartland Consultants, Inc.

43.11K

Mar 31, 26

0.09%

Miracle Mile Advisors, LLC

43.07K

Mar 31, 26

-887

0.09%

Equitable Holdings, Inc.

41.97K

Mar 31, 26

-2.23K

0.08%

Lunt Capital Management, Inc.

40.42K

Mar 31, 26

+785

0.08%

INDEPENDENT FINANCIAL GROUP, LLC

39.77K

Mar 31, 26

-2.48K

0.08%

FLAGSHIP HARBOR ADVISORS, LLC

39.69K

Mar 31, 26

+23.51K

0.08%

Arkadios Wealth Advisors

37.95K

Mar 31, 26

-4.90K

0.08%

Golden State Wealth Management, LLC

37.26K

Mar 31, 26

-683

0.07%

WCG Wealth Advisors LLC

36.31K

Mar 31, 26

-121

0.07%

COTTONWOOD CAPITAL ADVISORS, LLC

35.74K

Mar 31, 26

-879

0.07%

KESTRA PRIVATE WEALTH SERVICES, LLC

34.25K

Mar 31, 26

-3.78K

0.07%

Mariner, LLC

33.31K

Mar 31, 26

+2.29K

0.07%

Richmond Investment Services, LLC

32.45K

Mar 31, 26

-193

0.07%

Qube Research & Technologies Ltd

32.15K

Mar 31, 26

-3.26K

0.06%

Snowden Capital Advisors LLC

31.48K

Mar 31, 26

-1.06K

0.06%

WEDBUSH SECURITIES INC

31.30K

Mar 31, 26

-48

0.06%

Waterfront Wealth Inc.

31.27K

Mar 31, 26

-444

0.06%

Sigma Planning Corp

31.24K

Mar 31, 26

-106

0.06%

SMITH, MOORE & CO.

29.56K

Mar 31, 26

+1.07K

0.06%

Colonial River Wealth Management, LLC

29.34K

Mar 31, 26

+1.53K

0.06%

Garden State Investment Advisory Services LLC

28.04K

Mar 31, 26

+544

0.06%

QP WEALTH MANAGEMENT, LLC

27.75K

Mar 31, 26

-10.06K

0.06%

Trueblood Wealth Management, LLC

25.45K

Mar 31, 26

+557

0.05%

Atria Investments, Inc

25.40K

Mar 31, 26

-177

0.05%

Accel Wealth Management

25.39K

Mar 31, 26

-3.38K

0.05%

OPPENHEIMER & CO INC

24.64K

Mar 31, 26

-114

0.05%

Resources Investment Advisors, LLC.

22.42K

Mar 31, 26

+507

0.05%

HARBOUR INVESTMENTS, INC.

22.06K

Mar 31, 26

-2.15K

0.04%

CoreCap Advisors, LLC

22.04K

Mar 31, 26

-225

0.04%

FMR LLC

22.03K

Mar 31, 26

+3.69K

0.04%

Savvy Advisors, Inc.

21.65K

Mar 31, 26

-69

0.04%

Pensionmark Financial Group, LLC

21.05K

Mar 31, 26

-5.55K

0.04%

Western Wealth Management, LLC

21.02K

Mar 31, 26

-313

0.04%

Argent Trust Co

20.88K

Mar 31, 26

-800

0.04%

NBT BANK N A /NY

20.16K

Mar 31, 26

+20.03K

0.04%

OXFORD FINANCIAL GROUP LTD

19.76K

Mar 31, 26

0.04%

Kiker Wealth Management, LLC

19.24K

Mar 31, 26

+19.24K

0.04%

DAVENPORT & Co LLC

18.86K

Mar 31, 26

-1.22K

0.04%

FLOW TRADERS U.S. LLC

18.82K

Mar 31, 26

+18.82K

0.04%

Kovack Advisors, Inc.

18.64K

Mar 31, 26

-341

0.04%

Ballew Advisors, Inc

18.57K

Mar 31, 26

-63

0.04%

RFG Advisory, LLC

18.38K

Mar 31, 26

-238

0.04%

Ameritas Advisory Services, LLC

18.15K

Mar 31, 26

-983

0.04%

Allworth Financial LP

17.80K

Mar 31, 26

+620

0.04%

Atlas Private Wealth Advisors

17.67K

Mar 31, 26

-133

0.04%

Hilltop Holdings Inc.

17.50K

Mar 31, 26

-3.85K

0.04%

Quantinno Capital Management LP

17.38K

Mar 31, 26

+8.08K

0.03%

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

16.05K

Mar 31, 26

-297

0.03%

STEPHENS INC /AR/

16.03K

Mar 31, 26

+369

0.03%

Advisory Services Network, LLC

15.76K

Mar 31, 26

-447

0.03%

Topsail Wealth Management, LLC

15.62K

Mar 31, 26

+328

0.03%

CASCADE INVESTMENT GROUP, INC.

15.58K

Mar 31, 26

-206

0.03%

FORTRESS PRIVATE LEDGER, LLC

14.87K

Mar 31, 26

+214

0.03%

CAPITAL PERFORMANCE ADVISORS LLP

14.81K

Mar 31, 26

0.03%

Gilliland Jeter Wealth Management LLC

14.80K

Mar 31, 26

+13

0.03%

Montz Harcus Wealth Management LLC

14.77K

Mar 31, 26

+3.20K

0.03%

Pinnacle Wealth Management Advisory Group, LLC

14.72K

Mar 31, 26

+14.72K

0.03%

PINNACLE ASSOCIATES LTD

14.72K

Mar 31, 26

+14.72K

0.03%

Clear Creek Financial Management, LLC

14.67K

Mar 31, 26

+46

0.03%

Advisory Alpha, LLC

14.66K

Mar 31, 26

-387

0.03%

THOROUGHBRED FINANCIAL SERVICES, LLC

14.38K

Mar 31, 26

+68

0.03%

MinichMacGregor Wealth Management, LLC

14.25K

Mar 31, 26

-877

0.03%

HRT FINANCIAL LP

14.17K

Mar 31, 26

+7.39K

0.03%

Quad-Cities Investment Group, LLC

13.90K

Mar 31, 26

-73

0.03%

Insight Advisors, LLC/ PA

13.87K

Mar 31, 26

-5

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

13.60K

Mar 31, 26

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

13.49K

Mar 31, 26

-2.12K

0.03%

AE Wealth Management LLC

13.33K

Mar 31, 26

+806

0.03%

Novak & Powell Financial Services, Inc.

13.10K

Mar 31, 26

0.03%

Keystone Financial Group

12.92K

Mar 31, 26

0.03%

KINGSWOOD WEALTH ADVISORS, LLC

12.30K

Mar 31, 26

-6.32K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

12.17K

Mar 31, 26

-400

0.02%

CAPTRUST FINANCIAL ADVISORS

11.97K

Mar 31, 26

-5.32K

0.02%

Sage Mountain Advisors LLC

11.93K

Mar 31, 26

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

11.73K

Mar 31, 26

-10.25K

0.02%

Madison Park Capital Advisors, LLC

11.63K

Mar 31, 26

0.02%

Capital Investment Advisory Services, LLC

11.62K

Mar 31, 26

-687

0.02%

Clark Capital Management Group, Inc.

11.57K

Mar 31, 26

-10.08K

0.02%

KEYBANK NATIONAL ASSOCIATION/OH

11.32K

Mar 31, 26

0.02%

DHJJ Financial Advisors, Ltd.

11.20K

Mar 31, 26

0.02%

HighPoint Advisor Group LLC

10.79K

Mar 31, 26

+92

0.02%

ASSETMARK, INC

10.76K

Mar 31, 26

+2.97K

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

10.64K

Mar 31, 26

+717

0.02%

NBC SECURITIES, INC.

10.64K

Mar 31, 26

-3.65K

0.02%

Visionary Wealth Advisors

10.50K

Mar 31, 26

0.02%

Koshinski Asset Management, Inc.

10.40K

Mar 31, 26

-50

0.02%

Tudor Financial Inc.

10.26K

Mar 31, 26

+196

0.02%

SRS Capital Advisors, Inc.

10.13K

Mar 31, 26

-6

0.02%

FIRST CITIZENS BANK & TRUST CO

9.96K

Mar 31, 26

-737

0.02%

Summit Financial, LLC

9.64K

Mar 31, 26

-10

0.02%

Aptus Capital Advisors, LLC

9.59K

Mar 31, 26

-505

0.02%

HCR Wealth Advisors

9.04K

Mar 31, 26

+205

0.02%

Advisors Capital Management, LLC

8.80K

Mar 31, 26

-400

0.02%

Spire Wealth Management

8.71K

Mar 31, 26

+233

0.02%

Ausdal Financial Partners, Inc.

8.69K

Mar 31, 26

-533

0.02%

CARY STREET PARTNERS FINANCIAL LLC

8.32K

Mar 31, 26

0.02%

Sargent Investment Group, LLC

7.97K

Mar 31, 26

-500

0.02%

Cyndeo Wealth Partners, LLC

7.97K

Mar 31, 26

0.02%

GOLDMAN SACHS GROUP INC

7.88K

Mar 31, 26

-4.74K

0.02%

HANCOCK WHITNEY CORP

7.84K

Mar 31, 26

0.02%

JANE STREET GROUP, LLC

7.80K

Mar 31, 26

-13.29K

0.02%

NWF Advisory Services Inc.

7.63K

Mar 31, 26

+1.54K

0.02%

WEST MICHIGAN ADVISORS, LLC

7.51K

Mar 31, 26

0.02%

SNS Financial Group, LLC

7.49K

Mar 31, 26

-773

0.02%

GAMMA Investing LLC

7.42K

Mar 31, 26

0.01%

J.W. COLE ADVISORS, INC.

7.31K

Mar 31, 26

0.01%

Kaydan Wealth Management, Inc.

7.18K

Mar 31, 26

0.01%

Founders Financial Alliance, LLC

6.98K

Mar 31, 26

+624

0.01%

ARQ WEALTH ADVISORS, LLC

6.17K

Mar 31, 26

0.01%

Carr Financial Group Corp

6.12K

Mar 31, 26

+83

0.01%

LOWE BROCKENBROUGH & CO INC

5.80K

Mar 31, 26

-650

0.01%

NOVEM GROUP

5.75K

Mar 31, 26

-71

0.01%

Chicago Partners Investment Group LLC

5.70K

Mar 31, 26

0.01%

Manchester Capital Management LLC

5.70K

Mar 31, 26

0.01%

TWO SIGMA SECURITIES, LLC

5.69K

Mar 31, 26

-12.82K

0.01%

Virtus Wealth Solutions LLC

5.60K

Mar 31, 26

0.01%

Dynamic Advisor Solutions LLC

5.56K

Mar 31, 26

+5.56K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

5.54K

Mar 31, 26

-3.36K

0.01%

Kingsview Wealth Management, LLC

5.29K

Mar 31, 26

-326

0.01%

Sound Income Strategies, LLC

5.25K

Mar 31, 26

-340

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

5.15K

Mar 31, 26

+1.70K

0.01%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

5.00K

Mar 31, 26

0.01%

Independent Wealth Network Inc.

4.89K

Mar 31, 26

-7

0.01%

WealthTrust Asset Management, LLC

4.84K

Mar 31, 26

+503

0.01%

Dale Q Rice Investment Management Ltd

4.80K

Mar 31, 26

-3

0.01%

Tradewinds, LLC.

4.54K

Mar 31, 26

+4.54K

0.01%

QTR Family Wealth, LLC

4.53K

Mar 31, 26

-75

0.01%

Formidable Asset Management, LLC

4.48K

Mar 31, 26

-119

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

4.29K

Mar 31, 26

+4.29K

0.01%

Skopos Labs, Inc.

4.28K

Mar 31, 26

+4.28K

0.01%

Moors & Cabot, Inc.

4.13K

Mar 31, 26

+148

0.01%

Strategies Wealth Advisors, LLC

4.05K

Mar 31, 26

0.01%

Private Advisory Group LLC

4.03K

Mar 31, 26

-23

0.01%

Brookstone Capital Management

4.00K

Mar 31, 26

0.01%

Bryn Mawr Capital Management, LLC

3.98K

Mar 31, 26

0.01%

Allspring Global Investments Holdings, LLC

3.83K

Mar 31, 26

+3.83K

0.01%

Buckingham Strategic Partners

3.76K

Mar 31, 26

0.01%

Trace Wealth Advisors, LLC

3.75K

Mar 31, 26

0.01%

Caprock Group, LLC

3.72K

Mar 31, 26

+500

0.01%

Cassaday & Co Wealth Management LLC

3.65K

Mar 31, 26

0.01%

STRATEGY ASSET MANAGERS LLC

3.57K

Mar 31, 26

0.01%

StoneX Group Inc.

3.56K

Mar 31, 26

-13.38K

0.01%

PRINCIPAL SECURITIES, INC.

3.53K

Mar 31, 26

+57

0.01%

QRG CAPITAL MANAGEMENT, INC.

3.52K

Mar 31, 26

+3.52K

0.01%

Strategic Financial Concepts, LLC

3.52K

Mar 31, 26

+3.52K

0.01%

CITY HOLDING CO

3.50K

Mar 31, 26

0.01%

Focus Financial Network, Inc.

3.45K

Mar 31, 26

-997

0.01%

HBK Sorce Advisory LLC

3.40K

Mar 31, 26

-89

0.01%

Capital Asset Advisory Services LLC

3.37K

Mar 31, 26

-108

0.01%

3.17K

Mar 31, 26

0.01%

Oakworth Capital, Inc.

3.00K

Mar 31, 26

0.01%

Colony Group, LLC

2.98K

Mar 31, 26

-2.94K

0.01%

HANTZ FINANCIAL SERVICES, INC.

2.95K

Mar 31, 26

+300

0.01%

BlackRock, Inc.

2.84K

Mar 31, 26

0.01%

Clearstead Advisors, LLC

2.70K

Mar 31, 26

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

2.25K

Mar 31, 26

+2.25K

0.00%

Rialto Wealth Management, LLC

2.12K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

1.93K

Mar 31, 26

-184

0.00%

MAI Capital Management

1.90K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

1.70K

Mar 31, 26

-19

0.00%

HUNTINGTON NATIONAL BANK

1.64K

Mar 31, 26

+1.62K

0.00%

Wagner Wealth Management, LLC

1.58K

Mar 31, 26

0.00%

WealthShield Partners, LLC

1.56K

Mar 31, 26

0.00%

Cedar Mountain Advisors, LLC

1.53K

Mar 31, 26

0.00%

Creative Capital Management Investments LLC

1.44K

Mar 31, 26

0.00%

MTM Investment Management, LLC

1.41K

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

1.33K

Mar 31, 26

-2

0.00%

Twin Lakes Capital Management, LLC

1.29K

Mar 31, 26

0.00%

Luken Investment Analytics, LLC

1.27K

Mar 31, 26

0.00%

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

1.23K

Mar 31, 26

0.00%

Coastal Investment Advisors, Inc.

1.18K

Mar 31, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.16K

Mar 31, 26

-1.03K

0.00%

Pinnacle Wealth Planning Services, Inc.

1.08K

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

965

Mar 31, 26

+965

0.00%

Larson Financial Group LLC

958

Mar 31, 26

+760

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

921

Mar 31, 26

+506

0.00%

ST GERMAIN D J CO INC

907

Mar 31, 26

0.00%

BLAIR WILLIAM & CO/IL

858

Mar 31, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

838

Mar 31, 26

+838

0.00%

BURKETT FINANCIAL SERVICES, LLC

825

Mar 31, 26

0.00%

TD Capital Management LLC

799

Mar 31, 26

0.00%

Truvestments Capital LLC

783

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

750

Mar 31, 26

0.00%

SOUTH PLAINS FINANCIAL, INC.

743

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

670

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

634

Mar 31, 26

+77

0.00%

AMERICAN NATIONAL BANK

535

Mar 31, 26

+535

0.00%

Elevated Capital Advisors, LLC

475

Mar 31, 26

0.00%

Dunhill Financial, LLC

473

Mar 31, 26

+211

0.00%

Crews Bank & Trust

452

Mar 31, 26

0.00%

Decker Retirement Planning Inc.

407

Mar 31, 26

0.00%

Anchor Investment Management, LLC

405

Mar 31, 26

0.00%

Red Tortoise LLC

401

Mar 31, 26

0.00%

Ancora Advisors, LLC

400

Mar 31, 26

0.00%

Operose Advisors LLC

389

Mar 31, 26

0.00%

Holos Integrated Wealth LLC

378

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

375

Mar 31, 26

0.00%

Capital Analysts, LLC

367

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

357

Mar 31, 26

+357

0.00%

CALDWELL SUTTER CAPITAL, INC.

353

Mar 31, 26

+130

0.00%

Quaker Wealth Management, LLC

350

Mar 31, 26

+350

0.00%

Russell Investments Group, Ltd.

343

Mar 31, 26

-85

0.00%

BANK OF MONTREAL /CAN/

341

Mar 31, 26

+33

0.00%

Grove Bank & Trust

330

Mar 31, 26

0.00%

Financial Perspectives, Inc

317

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

317

Mar 31, 26

0.00%

QUADRANT CAPITAL GROUP LLC

300

Mar 31, 26

0.00%

Key FInancial Inc

275

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

264

Mar 31, 26

0.00%

EPG Wealth Management LLC

252

Mar 31, 26

-251

0.00%

PFS Partners, LLC

250

Mar 31, 26

0.00%

First Pacific Financial

241

Mar 31, 26

0.00%

Graney & King, LLC

201

Mar 31, 26

0.00%

Investors Research Corp

109

Mar 31, 26

-108

0.00%

Strategic Wealth Partners, Ltd.

107

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

Parallel Advisors, LLC

Mar 31, 26

0.00%

MATHER GROUP, LLC.

Mar 31, 26

+28

0.00%

Bernard Wealth Management Corp.

Mar 31, 26

0.00%

POM Investment Strategies, LLC

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-31

0.00%

Root Financial Partners, LLC

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

Mar 31, 26

0.00%

Avantax Planning Partners, Inc.

Mar 31, 26

-3.26K

COUNTRY TRUST BANK

Mar 31, 26

-200

BRYN MAWR TRUST Co

Mar 31, 26

-500

CI Private Wealth, LLC

Mar 31, 26

-64.61K

IFG Advisory, LLC

Mar 31, 26

-43.88K

West Branch Capital LLC

Mar 31, 26

-64

Janney Montgomery Scott LLC

Mar 31, 26

-506.02K

Envestnet Portfolio Solutions, Inc.

Mar 31, 26

-39.48K

Empowered Funds, LLC

Mar 31, 26

-5.96K

RETIREMENT GUYS FORMULA LLC

Mar 31, 26

-34.94K

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-4.48K

Gladstone Institutional Advisory LLC

Mar 31, 26

-10.02K

Global Assets Advisory, LLC

Mar 31, 26

-17.25K

360 Financial, Inc.

Mar 31, 26

-3.49K

Saxony Capital Management, LLC

Mar 31, 26

-3.83K

LOGAN CAPITAL MANAGEMENT INC

Mar 31, 26

-5.29K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-61

Engineers Gate Manager LP

Mar 31, 26

-6.33K

Brinker Capital Investments, LLC

Mar 31, 26

-4.05K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-31.30K

CX Institutional

Mar 31, 26

-917

B. Riley Wealth Advisors, Inc.

Mar 31, 26

-9.79K

MONETA GROUP INVESTMENT ADVISORS LLC

Mar 31, 26

-3.29K

Compass Financial Services Inc

Mar 31, 26

-36

Laurel Wealth Advisors LLC

Mar 31, 26

-850

Continuum Advisory, LLC

Mar 31, 26

-5.82K

Providence Capital Advisors, LLC

Mar 31, 26

-294

MILLENNIUM MANAGEMENT LLC

Mar 31, 26

-3.88K

Schneider Downs Wealth Management Advisors, LP

Mar 31, 26

-3.27K

ORG Partners LLC

91.92K

Dec 31, 25

-25.69K

0.18%

COMERICA BANK

74.90K

Dec 31, 25

+1.16K

0.15%

Global Retirement Partners, LLC

59.18K

Dec 31, 25

-97

0.12%

MGB Wealth Management, LLC

8.59K

Dec 31, 25

0.02%

Pine Valley Investments Ltd Liability Co

8.10K

Dec 31, 25

-67

0.02%

FAS Wealth Partners, Inc.

2.03K

Dec 31, 25

0.00%

Asset Dedication, LLC

692

Dec 31, 25

0.00%

SageView Advisory Group, LLC

178

Dec 31, 25

+178

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-385

LEIGH BALDWIN & CO., LLC

Dec 31, 25

-5.94K

SPC Financial, Inc.

138.43K

Sep 30, 25

+4.97K

0.28%

BRASS TAX WEALTH MANAGEMENT, INC

67.22K

Sep 30, 25

-246

0.13%

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

0.17%

Atria Wealth Solutions, Inc.

23.42K

Jun 30, 25

-5.17K

0.05%

AVANTAX ADVISORY SERVICES, INC.

19.73K

Jun 30, 25

+303

0.04%

Congress Wealth Management LLC / DE /

8.43K

Jun 30, 25

0.02%

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

0.02%

UNIONVIEW, LLC

93.72K

Dec 31, 24

+4.52K

0.19%

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

3.36%

Raymond James Financial Services Advisors, Inc.

953.97K

Sep 30, 24

+18.05K

1.92%

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

0.71%

Cetera Advisors LLC

74.49K

Mar 31, 24

+37.46K

0.15%

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

0.18%

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

0.09%

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

0.21%

TRUSTCORE FINANCIAL SERVICES, LLC

700

Dec 31, 22

0.00%

American Portfolios Advisors

74.69K

Sep 30, 22

-2.14K

0.15%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

73.90K

Sep 30, 22

+8.55K

0.15%

Strategic Asset Management, LLC

7.51K

Sep 30, 22

-20

0.02%

WIPFLI FINANCIAL ADVISORS LLC,

1.13K

Sep 30, 22

+1.13K

0.00%

Titus Wealth Management

77.94K

Jun 30, 22

-3.77K

0.16%

B. Riley Wealth Management, Inc.

43.63K

Jun 30, 22

-4.30K

0.09%

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

0.05%

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

0.05%

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

0.04%

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

2.79%

LADENBURG THALMANN FINANCIAL SERVICES INC.

310.34K

Dec 31, 19

-26.22K

0.62%

BB&T SECURITIES, LLC

284.56K

Sep 30, 19

-2.20K

0.57%

SUNTRUST BANKS INC

29.78K

Sep 30, 19

-3.29K

0.06%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

14.68K

Sep 30, 19

-131

0.03%

AVIANCE CAPITAL MANAGEMENT, LLC

52.15K

Mar 31, 19

-2.84K

0.10%

HL FINANCIAL SERVICES LLC

48.53K

Mar 31, 19

-1.99K

0.10%

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

0.07%

Kabarec Financial Advisors, Ltd.

Jun 30, 18

-260

Simply Money Advisors

549.28K

Mar 31, 18

-23.91K

1.10%

Hefty Wealth Partners

37.03K

Mar 31, 18

+322

0.07%

Oak Point Wealth Management

23.00K

Mar 31, 18

+3.16K

0.05%

IFC Holdings Incorporated/FL

336.56K

Dec 31, 17

+19.01K

0.68%

Bellwether Investment Group, LLC

61.41K

Dec 31, 17

+36.42K

0.12%

WealthShield, LLC

54.06K

Dec 31, 17

+54.06K

0.11%

SII INVESTMENTS INC/WI

41.53K

Dec 31, 17

+2.19K

0.08%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-12.46K

NATIONAL PLANNING CORP

Dec 31, 17

-84.49K

Concert Wealth Management Inc.

Sep 30, 17

-9.97K

Commonwealth Equity Services, Inc

658.41K

Jun 30, 17

+16.05K

1.32%

WFG Advisors, LP

87.05K

Jun 30, 17

+25.86K

0.17%

Virtu KCG Holdings LLC

46.13K

Jun 30, 17

+6.08K

0.09%

FIRST FINANCIAL EQUITY CORPORATION

44.66K

Mar 31, 17

+44.66K

0.09%

ARXIS SECURITIES LLC

Mar 31, 17

-19.36K

MSI Financial Services Inc

1.20M

Dec 31, 16

-135.20K

2.40%

VSR Financial Services, Inc.

347.91K

Jun 30, 16

+294.86K

0.70%

Investors Capital Advisory Services

47.99K

Jun 30, 16

-1.41K

0.10%

Hoxton Financial, Inc.

32.07K

Mar 31, 16

0.06%

SMITH HAYES Advisers, Inc

259.25K

Dec 31, 15

+23.84K

0.52%

Good Harbor Financial, LLC

50.37K

Sep 30, 15

+50.37K

0.10%

MANAGED ACCOUNT ADVISORS LLC

1.16M

Jun 30, 15

+594.13K

2.33%

BAIRD ROBERT W & CO INC /WI/

287.17K

Mar 31, 15

+90.96K

0.58%

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

7.69%