First Trust Small Cap Core AlphaDEX Fund(FYX)

$143.18—

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First Trust Small Cap Core AlphaDEX Fund(FYX)

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$143.18—

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FYX(FYX)

FYX

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Institutional Ownership

Top 291 Institutional Holders

Holder	Shares	Date	Change	% Held
WELLS FARGO & COMPANY/MN	715.28K	Jun 30, 26	+170.92K	7.41%
ROYAL BANK OF CANADA	704.08K	Jun 30, 26	-4.32K	7.29%
LPL Financial LLC	683.90K	Jun 30, 26	+71.85K	7.08%
MORGAN STANLEY	678.08K	Jun 30, 26	+25.27K	7.02%
RAYMOND JAMES FINANCIAL INC	435.61K	Jun 30, 26	+21.75K	4.51%
UBS Group AG	421.88K	Jun 30, 26	+117.26K	4.37%
BANK OF AMERICA CORP /DE/	357.40K	Jun 30, 26	-14.13K	3.70%
Janney Montgomery Scott LLC	263.07K	Jun 30, 26	+9.54K	2.72%
Genesee Capital Advisors, LLC	163.89K	Jun 30, 26	+96.21K	1.70%
Cetera Investment Advisers	151.91K	Jun 30, 26	+23.00K	1.57%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	120.33K	Jun 30, 26	+3.45K	1.25%
Concurrent Investment Advisors, LLC	107.60K	Jun 30, 26	+22.08K	1.11%
ENVESTNET ASSET MANAGEMENT INC	101.27K	Jun 30, 26	+62.24K	1.05%
Crusonia Wealth Advisors LLC	73.45K	Jun 30, 26	-425	0.76%
Chicago Partners Investment Group LLC	71.64K	Jun 30, 26	-988	0.74%
Cambridge Investment Research Advisors, Inc.	67.76K	Jun 30, 26	+486	0.70%
Per Stirling Capital Management, LLC.	66.71K	Jun 30, 26	+1.18K	0.69%
COMMONWEALTH EQUITY SERVICES, LLC	64.96K	Jun 30, 26	-798	0.67%
Wealth Alliance Advisory Group, LLC	59.31K	Jun 30, 26	-336	0.61%
STIFEL FINANCIAL CORP	54.43K	Jun 30, 26	+16.70K	0.56%
Geneos Wealth Management Inc.	53.61K	Jun 30, 26	+1.23K	0.56%
Fortress Wealth Group, LLC	50.93K	Jun 30, 26	+48.61K	0.53%
Kestra Advisory Services, LLC	50.48K	Jun 30, 26	-7.92K	0.52%
D.A. DAVIDSON & CO.	48.58K	Jun 30, 26	+421	0.50%
Mainsail Financial Group, LLC	44.67K	Jun 30, 26	+4.44K	0.46%
ADVISOR GROUP HOLDINGS, INC.	44.40K	Jun 30, 26	+39	0.46%
Hapanowicz & Associates Financial Services, Inc	41.59K	Jun 30, 26	-894	0.43%
JPMORGAN CHASE & CO	37.18K	Jun 30, 26	-2.26K	0.38%
MTM Investment Management, LLC	36.77K	Jun 30, 26	+504	0.38%
HighTower Advisors, LLC	36.50K	Jun 30, 26	-353	0.38%
JONES FINANCIAL COMPANIES LLLP	36.34K	Jun 30, 26	+11.03K	0.38%
CITY HOLDING CO	35.86K	Jun 30, 26	+4.51K	0.37%
Arrow Investment Advisors, LLC	32.45K	Jun 30, 26	+32.45K	0.34%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	32.31K	Jun 30, 26	+385	0.33%
Troutman Wealth Management, LLC	31.95K	Jun 30, 26	-191	0.33%
Baird Financial Group, Inc.	30.59K	Jun 30, 26	-395	0.32%
HARBOUR INVESTMENTS, INC.	30.03K	Jun 30, 26	+17.98K	0.31%
Regal Investment Advisors LLC	29.98K	Jun 30, 26	-535	0.31%
MML INVESTORS SERVICES, LLC	29.81K	Jun 30, 26	+2.37K	0.31%
Western Wealth Management, LLC	29.60K	Jun 30, 26	+83	0.31%
Dorsey Wright & Associates	27.42K	Jun 30, 26	+27.42K	0.28%
ROMAN BUTLER FULLERTON & CO	24.13K	Jun 30, 26	+24.13K	0.25%
PARK NATIONAL CORP /OH/	22.57K	Jun 30, 26	-537	0.23%
Equitable Holdings, Inc.	22.11K	Jun 30, 26	+6.09K	0.23%
Arkadios Wealth Advisors	21.71K	Jun 30, 26	+18.21K	0.22%
FIFTH THIRD BANCORP	21.62K	Jun 30, 26	-382	0.22%
IFG Advisory, LLC	21.52K	Jun 30, 26	+21.38K	0.22%
WILEY BROS.-AINTREE CAPITAL, LLC	20.07K	Jun 30, 26	+5.96K	0.21%
TWO SIGMA INVESTMENTS, LP	18.90K	Jun 30, 26	+13.30K	0.20%
Sanctuary Advisors, LLC	17.82K	Jun 30, 26	-100	0.18%
Catalyst Investment Management LLC	17.58K	Jun 30, 26	+2.74K	0.18%
Lakeridge Wealth Management LLC	15.07K	Jun 30, 26	-2.16K	0.16%
Private Advisor Group, LLC	13.69K	Jun 30, 26	+6.75K	0.14%
Integrated Wealth Concepts LLC	13.64K	Jun 30, 26	+6.63K	0.14%
Rockefeller Capital Management L.P.	13.38K	Jun 30, 26	+4.46K	0.14%
Three Seasons Wealth, LLC	12.72K	Jun 30, 26	-388	0.13%
TRUIST FINANCIAL CORP	11.75K	Jun 30, 26	-461	0.12%
B. Riley Wealth Advisors, Inc.	11.69K	Jun 30, 26	+4	0.12%
RFG Advisory, LLC	11.46K	Jun 30, 26	-19.41K	0.12%
Sun Financial Inc	11.27K	Jun 30, 26	-500	0.12%
Keystone Financial Group	11.16K	Jun 30, 26	-334	0.12%
Riggs Asset Managment Co. Inc.	11.05K	Jun 30, 26	+11.05K	0.11%
Cyndeo Wealth Partners, LLC	10.97K	Jun 30, 26	-67	0.11%
ARS Wealth Advisors Group, LLC	9.98K	Jun 30, 26	-1.59K	0.10%
MERCER GLOBAL ADVISORS INC /ADV	9.53K	Jun 30, 26	-11.14K	0.10%
US BANCORP \DE\	9.27K	Jun 30, 26	-250	0.10%
AXXCESS WEALTH MANAGEMENT, LLC	9.02K	Jun 30, 26	+9.02K	0.09%
Triumph Capital Management	9.00K	Jun 30, 26	-2.30K	0.09%
Mariner, LLC	8.56K	Jun 30, 26	-387	0.09%
FLOW TRADERS U.S. LLC	8.12K	Jun 30, 26	+8.12K	0.08%
Vise Technologies, Inc.	7.47K	Jun 30, 26	+2.52K	0.08%
Maridea Wealth Management LLC	7.42K	Jun 30, 26	-5.35K	0.08%
TCFG Investment Advisors, LLC	7.26K	Jun 30, 26	--	0.08%
Steward Partners Investment Advisory, LLC	7.26K	Jun 30, 26	+1.26K	0.08%
POWER WEALTH MANAGEMENT LLC	7.06K	Jun 30, 26	+7.06K	0.07%
DAYMARK WEALTH PARTNERS, LLC	6.93K	Jun 30, 26	-167	0.07%
Perennial Investment Advisors, LLC	6.20K	Jun 30, 26	-313	0.06%
Lido Advisors, LLC	5.86K	Jun 30, 26	+5.86K	0.06%
STEPHENS INC /AR/	5.50K	Jun 30, 26	--	0.06%
Root Financial Partners, LLC	5.42K	Jun 30, 26	-502	0.06%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	5.36K	Jun 30, 26	--	0.06%
VestGen Advisors, LLC	5.26K	Jun 30, 26	-90	0.05%
CAPTRUST FINANCIAL ADVISORS	5.19K	Jun 30, 26	+10	0.05%
Hanlon Investment Management, Inc.	5.13K	Jun 30, 26	+5.13K	0.05%
Keystone Wealth Services, LLC	5.13K	Jun 30, 26	--	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	5.12K	Jun 30, 26	-7.03K	0.05%
KPP Advisory Services LLC	4.96K	Jun 30, 26	--	0.05%
Snowden Capital Advisors LLC	4.83K	Jun 30, 26	+544	0.05%
DHJJ Financial Advisors, Ltd.	4.78K	Jun 30, 26	+223	0.05%
Atlas Legacy Advisors, LLC	4.63K	Jun 30, 26	-52	0.05%
NewEdge Advisors, LLC	4.61K	Jun 30, 26	-175	0.05%
Waverly Advisors, LLC	4.61K	Jun 30, 26	--	0.05%
CI Private Wealth, LLC	4.57K	Jun 30, 26	--	0.05%
Morey & Quinn Wealth Partners, LLC	4.56K	Jun 30, 26	+1	0.05%
Creative Planning	4.55K	Jun 30, 26	+48	0.05%
Balboa Wealth Partners	4.52K	Jun 30, 26	+4.52K	0.05%
Brown Miller Wealth Management, LLC	4.40K	Jun 30, 26	+4.40K	0.05%
GOLDMAN SACHS GROUP INC	4.39K	Jun 30, 26	+236	0.05%
Trueblood Wealth Management, LLC	4.38K	Jun 30, 26	+13	0.05%
Belpointe Asset Management LLC	4.35K	Jun 30, 26	-177	0.05%
Tudor Financial Inc.	4.18K	Jun 30, 26	+800	0.04%
OPPENHEIMER & CO INC	4.13K	Jun 30, 26	--	0.04%
Krilogy Financial LLC	3.94K	Jun 30, 26	--	0.04%
Legacy Capital Group California, Inc.	3.91K	Jun 30, 26	+3.91K	0.04%
Hilton Head Capital Partners, LLC	3.84K	Jun 30, 26	-1.39K	0.04%
FIDUCIARY FINANCIAL ADVISORS	3.77K	Jun 30, 26	+3.77K	0.04%
Prospera Financial Services Inc	3.76K	Jun 30, 26	+3.76K	0.04%
HM PAYSON & CO	3.54K	Jun 30, 26	--	0.04%
Element Wealth, LLC	3.41K	Jun 30, 26	-45	0.04%
Ausdal Financial Partners, Inc.	3.35K	Jun 30, 26	+3.35K	0.03%
Fragasso Group Inc.	3.18K	Jun 30, 26	+30	0.03%
PARTNERS WEALTH MANAGEMENT, LLC	2.92K	Jun 30, 26	--	0.03%
GREAT VALLEY ADVISOR GROUP, INC.	2.89K	Jun 30, 26	+2	0.03%
PRIVATE TRUST CO NA	2.81K	Jun 30, 26	-82	0.03%
IHT Wealth Management, LLC	2.77K	Jun 30, 26	-6	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	2.75K	Jun 30, 26	+51	0.03%
WEALTH EFFECTS LLC	2.71K	Jun 30, 26	+1	0.03%
ZACKS INVESTMENT MANAGEMENT	2.55K	Jun 30, 26	--	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	2.54K	Jun 30, 26	-48	0.03%
QTR Family Wealth, LLC	2.51K	Jun 30, 26	-202	0.03%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	2.50K	Jun 30, 26	-282	0.03%
Venture Visionary Partners LLC	2.47K	Jun 30, 26	+1	0.03%
Allworth Financial LP	2.36K	Jun 30, 26	--	0.02%
SRS Capital Advisors, Inc.	2.34K	Jun 30, 26	+144	0.02%
Ameritas Advisory Services, LLC	2.33K	Jun 30, 26	+2.33K	0.02%
CITADEL ADVISORS LLC	2.33K	Jun 30, 26	-27.25K	0.02%
Tidemark, LLC	2.33K	Jun 30, 26	-4	0.02%
PCG Wealth Advisors, LLC	2.31K	Jun 30, 26	--	0.02%
JANE STREET GROUP, LLC	2.25K	Jun 30, 26	-20.22K	0.02%
HBK Sorce Advisory LLC	2.22K	Jun 30, 26	-4	0.02%
Farrell Financial LLC	2.19K	Jun 30, 26	+4	0.02%
Mount Yale Investment Advisors, LLC	2.15K	Jun 30, 26	-88	0.02%
Pinnacle Wealth Planning Services, Inc.	2.12K	Jun 30, 26	--	0.02%
Advyzon Investment Management, LLC	2.00K	Jun 30, 26	+2.00K	0.02%
Cedrus Wealth Group LLC	1.97K	Jun 30, 26	-366	0.02%
Aspen Capital Management, LLC	1.97K	Jun 30, 26	--	0.02%
American Institute for Advanced Investment Management, LLP	1.97K	Jun 30, 26	--	0.02%
Convergence Financial, LLC	1.95K	Jun 30, 26	+1.95K	0.02%
WEDBUSH SECURITIES INC	1.89K	Jun 30, 26	-3	0.02%
Vestmark Advisory Solutions, Inc.	1.85K	Jun 30, 26	-397	0.02%
Walkner Condon Financial Advisors LLC	1.84K	Jun 30, 26	--	0.02%
SAGESPRING WEALTH PARTNERS, LLC	1.80K	Jun 30, 26	+5	0.02%
Atria Investments, Inc	1.75K	Jun 30, 26	+1.75K	0.02%
Jefferies Financial Group Inc.	1.72K	Jun 30, 26	+5	0.02%
Fulcrum Equity Management	1.71K	Jun 30, 26	+1.71K	0.02%
GAMMA Investing LLC	1.70K	Jun 30, 26	--	0.02%
Arkos Global Advisors	1.66K	Jun 30, 26	+5	0.02%
BRADY FAMILY WEALTH, LLC	1.66K	Jun 30, 26	+1.66K	0.02%
SUMMIT WEALTH GROUP LLC / CO	1.65K	Jun 30, 26	+1.65K	0.02%
Boston Standard Wealth Management, LLC	1.61K	Jun 30, 26	+1.61K	0.02%
J.W. COLE ADVISORS, INC.	1.60K	Jun 30, 26	+1.60K	0.02%
Kings Path Partners LLC	1.59K	Jun 30, 26	--	0.02%
Ballentine Partners, LLC	1.59K	Jun 30, 26	+1.59K	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.58K	Jun 30, 26	+1.58K	0.02%
IFS Group,LLC	1.55K	Jun 30, 26	+1.55K	0.02%
FMR LLC	1.52K	Jun 30, 26	+112	0.02%
Proactive Wealth Strategies LLC	1.51K	Jun 30, 26	+1.51K	0.02%
TRUEFG, LLC	1.50K	Jun 30, 26	+1.50K	0.02%
Brinker Capital Investments, LLC	1.46K	Jun 30, 26	+1.46K	0.02%
Colony Group, LLC	1.45K	Jun 30, 26	+1.45K	0.02%
Kovack Advisors, Inc.	1.44K	Jun 30, 26	+1.44K	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	1.40K	Jun 30, 26	-682	0.01%
Farther Finance Advisors, LLC	1.36K	Jun 30, 26	-42	0.01%
BlackRock, Inc.	1.02K	Jun 30, 26	--	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	975	Jun 30, 26	--	0.01%
CX Institutional	911	Jun 30, 26	+19	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	702	Jun 30, 26	--	0.01%
Private Wealth Asset Management, LLC	618	Jun 30, 26	--	0.01%
MPWM ADVISORY SOLUTIONS, LLC	603	Jun 30, 26	+112	0.01%
MCF Advisors LLC	546	Jun 30, 26	+546	0.01%
AMERIFLEX GROUP, INC.	530	Jun 30, 26	+530	0.01%
Synergy Investment Management, LLC	500	Jun 30, 26	--	0.01%
REAP Financial Group, LLC	473	Jun 30, 26	-237	0.00%
Financial Network Wealth Advisors LLC	419	Jun 30, 26	+419	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	405	Jun 30, 26	--	0.00%
NORTHSTAR ASSET MANAGEMENT LLC	400	Jun 30, 26	+400	0.00%
IFP Advisors, Inc	378	Jun 30, 26	--	0.00%
First Bancorp, Inc /ME/	300	Jun 30, 26	+300	0.00%
BLAIR WILLIAM & CO/IL	300	Jun 30, 26	-24	0.00%
Global Retirement Partners, LLC	286	Jun 30, 26	+286	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	260	Jun 30, 26	+260	0.00%
Avion Wealth	225	Jun 30, 26	+225	0.00%
ALERUS FINANCIAL NA	193	Jun 30, 26	-7	0.00%
HANTZ FINANCIAL SERVICES, INC.	175	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	165	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	163	Jun 30, 26	--	0.00%
TD Capital Management LLC	133	Jun 30, 26	+1	0.00%
SJS Investment Consulting Inc.	116	Jun 30, 26	--	0.00%
Kozak & Associates, Inc.	112	Jun 30, 26	+1	0.00%
MANNING & NAPIER ADVISORS LLC	110	Jun 30, 26	--	0.00%
Larson Financial Group LLC	105	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	100	Jun 30, 26	--	0.00%
Financial Perspectives, Inc	100	Jun 30, 26	--	0.00%
MCDONALD PARTNERS LLC	100	Jun 30, 26	+100	0.00%
Key FInancial Inc	97	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	93	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	64	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	55	Jun 30, 26	-10	0.00%
VANGUARD ADVISERS INC	45	Jun 30, 26	--	0.00%
Spectrum Wealth Advisory Group, LLC	43	Jun 30, 26	+43	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	35	Jun 30, 26	--	0.00%
Paladin Advisory Group, LLC	31	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	9	Jun 30, 26	+9	0.00%
Transamerica Financial Advisors, Inc.	3	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-2	--
Independent Advisor Alliance	--	Jun 30, 26	-8.93K	--
Russell Investments Group, Ltd.	--	Jun 30, 26	-4	--
Virtu Financial LLC	--	Jun 30, 26	-21.12K	--
TKG Advisors, LLC	--	Jun 30, 26	-2.43K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-48	--
NBT BANK N A /NY	--	Jun 30, 26	-257	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-578	--
MONECO Advisors, LLC	--	Jun 30, 26	-2.54K	--
BETO FINANCIAL GROUP, LLC	--	Jun 30, 26	-1.53K	--
G&S Capital LLC	--	Jun 30, 26	-9.56K	--
Advisory Services Network, LLC	--	Jun 30, 26	-86	--
Milestones Private Investment Advisors LLC	--	Jun 30, 26	-17.39K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.33K	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-2.32K	--
EVOLVE PRIVATE WEALTH, LLC	--	Jun 30, 26	-2.28K	--
POTENTIA WEALTH	--	Jun 30, 26	-6.01K	--
CWM, LLC	25.84K	Mar 31, 26	-1.08K	0.27%
TCFG WEALTH MANAGEMENT, LLC	7.26K	Mar 31, 26	-22	0.08%
Sunbelt Securities, Inc.	1.25K	Mar 31, 26	--	0.01%
COMERICA BANK	21.79K	Dec 31, 25	-1.25K	0.23%
GPS Wealth Strategies Group, LLC	1.83K	Dec 31, 25	-5.52K	0.02%
SYNOVUS FINANCIAL CORP	3.09K	Sep 30, 25	-465	0.03%
BRASS TAX WEALTH MANAGEMENT, INC	2.13K	Sep 30, 25	--	0.02%
Northeast Financial Consultants Inc	4.40K	Jun 30, 25	--	0.05%
TFG Advisers LLC	3.00K	Jun 30, 25	-459	0.03%
AVANTAX ADVISORY SERVICES, INC.	2.43K	Jun 30, 25	+2.43K	0.03%
Capital A Wealth Management, LLC	--	Jun 30, 25	-1.07K	--
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-2.40K	--
CAROLINAS WEALTH CONSULTING LLC	157	Mar 31, 25	-1	0.00%
Bison Wealth, LLC	2.95K	Dec 31, 24	-96	0.03%
Householder Group Estate & Retirement Specialist, LLC	586	Dec 31, 24	--	0.01%
RAYMOND JAMES & ASSOCIATES	211.30K	Sep 30, 24	+419	2.19%
Raymond James Financial Services Advisors, Inc.	202.44K	Sep 30, 24	+5.27K	2.10%
Sweet Financial Partners, LLC	42.62K	Sep 30, 24	+3.57K	0.44%
CEDRUS LLC	4.37K	Sep 30, 24	+4.37K	0.05%
BENJAMIN F. EDWARDS & COMPANY, INC.	10.72K	Jun 30, 24	+106	0.11%
Solano Wealth Management, Inc.	4.62K	Jun 30, 24	--	0.05%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-41	--
Cetera Advisors LLC	101.37K	Mar 31, 24	+79.26K	1.05%
Cetera Advisor Networks LLC	78.85K	Mar 31, 24	+8.88K	0.82%
Coppell Advisory Solutions Corp.	17.63K	Mar 31, 24	+17.63K	0.18%
WEALTHSOURCE PARTNERS, LLC	85.23K	Dec 31, 23	-786	0.88%
COMERICA SECURITIES,INC.	7.83K	Sep 30, 23	-122	0.08%
Quantitative Advantage, LLC	--	Mar 31, 23	-3.49K	--
American Portfolios Advisors	2.22K	Sep 30, 22	+2.22K	0.02%
Strategic Asset Management, LLC	862	Sep 30, 22	--	0.01%
KARLINSKI ANDREW C	85	Sep 30, 22	--	0.00%
Frontier Wealth Management LLC	14.48K	Jun 30, 22	-239	0.15%
Holloway Wealth Management, LLC	66.86K	Mar 31, 22	-6.74K	0.69%
BREITER CAPITAL MANAGEMENT INC	45.93K	Mar 31, 22	+8.34K	0.48%
NEXT Financial Group, Inc	--	Dec 31, 21	-176	--
Ameritas Investment Company, LLC	--	Sep 30, 21	-2.97K	--
USCA RIA LLC	26.95K	Jun 30, 21	-330	0.28%
Winslow, Evans & Crocker, Inc.	35	Dec 31, 20	--	0.00%
First Allied Advisory Services, Inc.	26.84K	Sep 30, 20	+3.27K	0.28%
Peak Capital Management LLC	96.12K	Mar 31, 20	-22.61K	1.00%
Advisor Group, Inc.	77.72K	Dec 31, 19	+652	0.80%
LADENBURG THALMANN FINANCIAL SERVICES INC.	40.65K	Dec 31, 19	+3.44K	0.42%
BB&T SECURITIES, LLC	35.96K	Sep 30, 19	+1.88K	0.37%
HL FINANCIAL SERVICES LLC	73.16K	Mar 31, 19	-1.55K	0.76%
RELIANCE TRUST CO OF DELAWARE	5.00K	Mar 31, 19	+5.00K	0.05%
COMERICA SECURITIES INC	17.18K	Dec 31, 18	-904	0.18%
Vantage Investment Advisors, LLC	224	Sep 30, 18	--	0.00%
IFC Holdings Incorporated/FL	25.16K	Dec 31, 17	-22.88K	0.26%
SII INVESTMENTS INC/WI	12.27K	Dec 31, 17	+12.27K	0.13%
BB&T INVESTMENT SERVICES, INC.	205	Dec 31, 17	+205	0.00%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-20.47K	--
GIRARD SECURITIES, INC.	12.88K	Sep 30, 17	-688	0.13%
Commonwealth Equity Services, Inc	27.38K	Jun 30, 17	-3.32K	0.28%
WFG Advisors, LP	1.33K	Jun 30, 17	-99	0.01%
Virtu KCG Holdings LLC	--	Jun 30, 17	-6.92K	--
FIRST FINANCIAL EQUITY CORPORATION	10.29K	Mar 31, 17	+10.29K	0.11%
Integrated Wealth Management	7.29K	Mar 31, 17	+831	0.08%
MSI Financial Services Inc	13.44K	Dec 31, 16	+1.68K	0.14%
SOCIETE GENERALE	29.75K	Jun 30, 16	+29.75K	0.31%
VSR Financial Services, Inc.	12.96K	Jun 30, 16	+548	0.13%
Investors Capital Advisory Services	10.96K	Jun 30, 16	+1.41K	0.11%
SOUTH GEORGIA CAPITAL, LLC	310	Sep 30, 15	--	0.00%
MANAGED ACCOUNT ADVISORS LLC	10.87K	Jun 30, 15	+1.85K	0.11%
BAIRD ROBERT W & CO INC /WI/	224.43K	Mar 31, 15	+31.93K	2.32%
NEW ENGLAND SECURITIES CORP /MA/	279	Dec 31, 14	-1.46K	0.00%
Placemark Investments, Inc.	--	Dec 31, 14	-17.59K	--
UBS AG	824.35K	Sep 30, 14	-96.24K	8.53%
STIFEL NICOLAUS & CO INC \MO\	61.75K	Sep 30, 13	+23.72K	0.64%
KNIGHT CAPITAL GROUP LLC	43.27K	Jun 30, 13	+27.90K	0.45%
First Allied Securities, Inc.	725	Jun 30, 12	--	0.01%

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Holder

Date

Change

% Held

WELLS FARGO & COMPANY/MN

715.28K

Jun 30, 26

+170.92K

7.41%

ROYAL BANK OF CANADA

704.08K

Jun 30, 26

-4.32K

7.29%

LPL Financial LLC

683.90K

Jun 30, 26

+71.85K

7.08%

MORGAN STANLEY

678.08K

Jun 30, 26

+25.27K

7.02%

RAYMOND JAMES FINANCIAL INC

435.61K

Jun 30, 26

+21.75K

4.51%

UBS Group AG

421.88K

Jun 30, 26

+117.26K

4.37%

BANK OF AMERICA CORP /DE/

357.40K

Jun 30, 26

-14.13K

3.70%

Janney Montgomery Scott LLC

263.07K

Jun 30, 26

+9.54K

2.72%

Genesee Capital Advisors, LLC

163.89K

Jun 30, 26

+96.21K

1.70%

Cetera Investment Advisers

151.91K

Jun 30, 26

+23.00K

1.57%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

120.33K

Jun 30, 26

+3.45K

1.25%

Concurrent Investment Advisors, LLC

107.60K

Jun 30, 26

+22.08K

1.11%

ENVESTNET ASSET MANAGEMENT INC

101.27K

Jun 30, 26

+62.24K

1.05%

Crusonia Wealth Advisors LLC

73.45K

Jun 30, 26

-425

0.76%

Chicago Partners Investment Group LLC

71.64K

Jun 30, 26

-988

0.74%

Cambridge Investment Research Advisors, Inc.

67.76K

Jun 30, 26

+486

0.70%

Per Stirling Capital Management, LLC.

66.71K

Jun 30, 26

+1.18K

0.69%

COMMONWEALTH EQUITY SERVICES, LLC

64.96K

Jun 30, 26

-798

0.67%

Wealth Alliance Advisory Group, LLC

59.31K

Jun 30, 26

-336

0.61%

STIFEL FINANCIAL CORP

54.43K

Jun 30, 26

+16.70K

0.56%

Geneos Wealth Management Inc.

53.61K

Jun 30, 26

+1.23K

0.56%

Fortress Wealth Group, LLC

50.93K

Jun 30, 26

+48.61K

0.53%

Kestra Advisory Services, LLC

50.48K

Jun 30, 26

-7.92K

0.52%

D.A. DAVIDSON & CO.

48.58K

Jun 30, 26

+421

0.50%

Mainsail Financial Group, LLC

44.67K

Jun 30, 26

+4.44K

0.46%

ADVISOR GROUP HOLDINGS, INC.

44.40K

Jun 30, 26

+39

0.46%

Hapanowicz & Associates Financial Services, Inc

41.59K

Jun 30, 26

-894

0.43%

JPMORGAN CHASE & CO

37.18K

Jun 30, 26

-2.26K

0.38%

MTM Investment Management, LLC

36.77K

Jun 30, 26

+504

0.38%

HighTower Advisors, LLC

36.50K

Jun 30, 26

-353

0.38%

JONES FINANCIAL COMPANIES LLLP

36.34K

Jun 30, 26

+11.03K

0.38%

CITY HOLDING CO

35.86K

Jun 30, 26

+4.51K

0.37%

Arrow Investment Advisors, LLC

32.45K

Jun 30, 26

+32.45K

0.34%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

32.31K

Jun 30, 26

+385

0.33%

Troutman Wealth Management, LLC

31.95K

Jun 30, 26

-191

0.33%

Baird Financial Group, Inc.

30.59K

Jun 30, 26

-395

0.32%

HARBOUR INVESTMENTS, INC.

30.03K

Jun 30, 26

+17.98K

0.31%

Regal Investment Advisors LLC

29.98K

Jun 30, 26

-535

0.31%

MML INVESTORS SERVICES, LLC

29.81K

Jun 30, 26

+2.37K

0.31%

Western Wealth Management, LLC

29.60K

Jun 30, 26

+83

0.31%

Dorsey Wright & Associates

27.42K

Jun 30, 26

+27.42K

0.28%

ROMAN BUTLER FULLERTON & CO

24.13K

Jun 30, 26

+24.13K

0.25%

PARK NATIONAL CORP /OH/

22.57K

Jun 30, 26

-537

0.23%

Equitable Holdings, Inc.

22.11K

Jun 30, 26

+6.09K

0.23%

Arkadios Wealth Advisors

21.71K

Jun 30, 26

+18.21K

0.22%

FIFTH THIRD BANCORP

21.62K

Jun 30, 26

-382

0.22%

IFG Advisory, LLC

21.52K

Jun 30, 26

+21.38K

0.22%

WILEY BROS.-AINTREE CAPITAL, LLC

20.07K

Jun 30, 26

+5.96K

0.21%

TWO SIGMA INVESTMENTS, LP

18.90K

Jun 30, 26

+13.30K

0.20%

Sanctuary Advisors, LLC

17.82K

Jun 30, 26

-100

0.18%

Catalyst Investment Management LLC

17.58K

Jun 30, 26

+2.74K

0.18%

Lakeridge Wealth Management LLC

15.07K

Jun 30, 26

-2.16K

0.16%

Private Advisor Group, LLC

13.69K

Jun 30, 26

+6.75K

0.14%

Integrated Wealth Concepts LLC

13.64K

Jun 30, 26

+6.63K

0.14%

Rockefeller Capital Management L.P.

13.38K

Jun 30, 26

+4.46K

0.14%

Three Seasons Wealth, LLC

12.72K

Jun 30, 26

-388

0.13%

TRUIST FINANCIAL CORP

11.75K

Jun 30, 26

-461

0.12%

B. Riley Wealth Advisors, Inc.

11.69K

Jun 30, 26

0.12%

RFG Advisory, LLC

11.46K

Jun 30, 26

-19.41K

0.12%

Sun Financial Inc

11.27K

Jun 30, 26

-500

0.12%

Keystone Financial Group

11.16K

Jun 30, 26

-334

0.12%

Riggs Asset Managment Co. Inc.

11.05K

Jun 30, 26

+11.05K

0.11%

Cyndeo Wealth Partners, LLC

10.97K

Jun 30, 26

-67

0.11%

ARS Wealth Advisors Group, LLC

9.98K

Jun 30, 26

-1.59K

0.10%

MERCER GLOBAL ADVISORS INC /ADV

9.53K

Jun 30, 26

-11.14K

0.10%

US BANCORP \DE\

9.27K

Jun 30, 26

-250

0.10%

AXXCESS WEALTH MANAGEMENT, LLC

9.02K

Jun 30, 26

+9.02K

0.09%

Triumph Capital Management

9.00K

Jun 30, 26

-2.30K

0.09%

Mariner, LLC

8.56K

Jun 30, 26

-387

0.09%

FLOW TRADERS U.S. LLC

8.12K

Jun 30, 26

+8.12K

0.08%

Vise Technologies, Inc.

7.47K

Jun 30, 26

+2.52K

0.08%

Maridea Wealth Management LLC

7.42K

Jun 30, 26

-5.35K

0.08%

TCFG Investment Advisors, LLC

7.26K

Jun 30, 26

0.08%

Steward Partners Investment Advisory, LLC

7.26K

Jun 30, 26

+1.26K

0.08%

POWER WEALTH MANAGEMENT LLC

7.06K

Jun 30, 26

+7.06K

0.07%

DAYMARK WEALTH PARTNERS, LLC

6.93K

Jun 30, 26

-167

0.07%

Perennial Investment Advisors, LLC

6.20K

Jun 30, 26

-313

0.06%

Lido Advisors, LLC

5.86K

Jun 30, 26

+5.86K

0.06%

STEPHENS INC /AR/

5.50K

Jun 30, 26

0.06%

Root Financial Partners, LLC

5.42K

Jun 30, 26

-502

0.06%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

5.36K

Jun 30, 26

0.06%

VestGen Advisors, LLC

5.26K

Jun 30, 26

-90

0.05%

CAPTRUST FINANCIAL ADVISORS

5.19K

Jun 30, 26

+10

0.05%

Hanlon Investment Management, Inc.

5.13K

Jun 30, 26

+5.13K

0.05%

Keystone Wealth Services, LLC

5.13K

Jun 30, 26

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

5.12K

Jun 30, 26

-7.03K

0.05%

KPP Advisory Services LLC

4.96K

Jun 30, 26

0.05%

Snowden Capital Advisors LLC

4.83K

Jun 30, 26

+544

0.05%

DHJJ Financial Advisors, Ltd.

4.78K

Jun 30, 26

+223

0.05%

Atlas Legacy Advisors, LLC

4.63K

Jun 30, 26

-52

0.05%

NewEdge Advisors, LLC

4.61K

Jun 30, 26

-175

0.05%

Waverly Advisors, LLC

4.61K

Jun 30, 26

0.05%

CI Private Wealth, LLC

4.57K

Jun 30, 26

0.05%

Morey & Quinn Wealth Partners, LLC

4.56K

Jun 30, 26

0.05%

Creative Planning

4.55K

Jun 30, 26

+48

0.05%

Balboa Wealth Partners

4.52K

Jun 30, 26

+4.52K

0.05%

Brown Miller Wealth Management, LLC

4.40K

Jun 30, 26

+4.40K

0.05%

GOLDMAN SACHS GROUP INC

4.39K

Jun 30, 26

+236

0.05%

Trueblood Wealth Management, LLC

4.38K

Jun 30, 26

+13

0.05%

Belpointe Asset Management LLC

4.35K

Jun 30, 26

-177

0.05%

Tudor Financial Inc.

4.18K

Jun 30, 26

+800

0.04%

OPPENHEIMER & CO INC

4.13K

Jun 30, 26

0.04%

Krilogy Financial LLC

3.94K

Jun 30, 26

0.04%

Legacy Capital Group California, Inc.

3.91K

Jun 30, 26

+3.91K

0.04%

Hilton Head Capital Partners, LLC

3.84K

Jun 30, 26

-1.39K

0.04%

FIDUCIARY FINANCIAL ADVISORS

3.77K

Jun 30, 26

+3.77K

0.04%

Prospera Financial Services Inc

3.76K

Jun 30, 26

+3.76K

0.04%

HM PAYSON & CO

3.54K

Jun 30, 26

0.04%

Element Wealth, LLC

3.41K

Jun 30, 26

-45

0.04%

Ausdal Financial Partners, Inc.

3.35K

Jun 30, 26

+3.35K

0.03%

Fragasso Group Inc.

3.18K

Jun 30, 26

+30

0.03%

PARTNERS WEALTH MANAGEMENT, LLC

2.92K

Jun 30, 26

0.03%

GREAT VALLEY ADVISOR GROUP, INC.

2.89K

Jun 30, 26

0.03%

PRIVATE TRUST CO NA

2.81K

Jun 30, 26

-82

0.03%

IHT Wealth Management, LLC

2.77K

Jun 30, 26

-6

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

2.75K

Jun 30, 26

+51

0.03%

WEALTH EFFECTS LLC

2.71K

Jun 30, 26

0.03%

ZACKS INVESTMENT MANAGEMENT

2.55K

Jun 30, 26

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

2.54K

Jun 30, 26

-48

0.03%

QTR Family Wealth, LLC

2.51K

Jun 30, 26

-202

0.03%

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

2.50K

Jun 30, 26

-282

0.03%

Venture Visionary Partners LLC

2.47K

Jun 30, 26

0.03%

Allworth Financial LP

2.36K

Jun 30, 26

0.02%

SRS Capital Advisors, Inc.

2.34K

Jun 30, 26

+144

0.02%

Ameritas Advisory Services, LLC

2.33K

Jun 30, 26

+2.33K

0.02%

CITADEL ADVISORS LLC

2.33K

Jun 30, 26

-27.25K

0.02%

Tidemark, LLC

2.33K

Jun 30, 26

-4

0.02%

PCG Wealth Advisors, LLC

2.31K

Jun 30, 26

0.02%

JANE STREET GROUP, LLC

2.25K

Jun 30, 26

-20.22K

0.02%

HBK Sorce Advisory LLC

2.22K

Jun 30, 26

-4

0.02%

Farrell Financial LLC

2.19K

Jun 30, 26

0.02%

Mount Yale Investment Advisors, LLC

2.15K

Jun 30, 26

-88

0.02%

Pinnacle Wealth Planning Services, Inc.

2.12K

Jun 30, 26

0.02%

Advyzon Investment Management, LLC

2.00K

Jun 30, 26

+2.00K

0.02%

Cedrus Wealth Group LLC

1.97K

Jun 30, 26

-366

0.02%

Aspen Capital Management, LLC

1.97K

Jun 30, 26

0.02%

American Institute for Advanced Investment Management, LLP

1.97K

Jun 30, 26

0.02%

Convergence Financial, LLC

1.95K

Jun 30, 26

+1.95K

0.02%

WEDBUSH SECURITIES INC

1.89K

Jun 30, 26

-3

0.02%

Vestmark Advisory Solutions, Inc.

1.85K

Jun 30, 26

-397

0.02%

Walkner Condon Financial Advisors LLC

1.84K

Jun 30, 26

0.02%

SAGESPRING WEALTH PARTNERS, LLC

1.80K

Jun 30, 26

0.02%

Atria Investments, Inc

1.75K

Jun 30, 26

+1.75K

0.02%

Jefferies Financial Group Inc.

1.72K

Jun 30, 26

0.02%

Fulcrum Equity Management

1.71K

Jun 30, 26

+1.71K

0.02%

GAMMA Investing LLC

1.70K

Jun 30, 26

0.02%

Arkos Global Advisors

1.66K

Jun 30, 26

0.02%

BRADY FAMILY WEALTH, LLC

1.66K

Jun 30, 26

+1.66K

0.02%

SUMMIT WEALTH GROUP LLC / CO

1.65K

Jun 30, 26

+1.65K

0.02%

Boston Standard Wealth Management, LLC

1.61K

Jun 30, 26

+1.61K

0.02%

J.W. COLE ADVISORS, INC.

1.60K

Jun 30, 26

+1.60K

0.02%

Kings Path Partners LLC

1.59K

Jun 30, 26

0.02%

Ballentine Partners, LLC

1.59K

Jun 30, 26

+1.59K

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.58K

Jun 30, 26

+1.58K

0.02%

IFS Group,LLC

1.55K

Jun 30, 26

+1.55K

0.02%

FMR LLC

1.52K

Jun 30, 26

+112

0.02%

Proactive Wealth Strategies LLC

1.51K

Jun 30, 26

+1.51K

0.02%

TRUEFG, LLC

1.50K

Jun 30, 26

+1.50K

0.02%

Brinker Capital Investments, LLC

1.46K

Jun 30, 26

+1.46K

0.02%

Colony Group, LLC

1.45K

Jun 30, 26

+1.45K

0.02%

Kovack Advisors, Inc.

1.44K

Jun 30, 26

+1.44K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

1.40K

Jun 30, 26

-682

0.01%

Farther Finance Advisors, LLC

1.36K

Jun 30, 26

-42

0.01%

BlackRock, Inc.

1.02K

Jun 30, 26

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

975

Jun 30, 26

0.01%

CX Institutional

911

Jun 30, 26

+19

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

702

Jun 30, 26

0.01%

Private Wealth Asset Management, LLC

618

Jun 30, 26

0.01%

MPWM ADVISORY SOLUTIONS, LLC

603

Jun 30, 26

+112

0.01%

MCF Advisors LLC

546

Jun 30, 26

+546

0.01%

AMERIFLEX GROUP, INC.

530

Jun 30, 26

+530

0.01%

Synergy Investment Management, LLC

500

Jun 30, 26

0.01%

REAP Financial Group, LLC

473

Jun 30, 26

-237

0.00%

Financial Network Wealth Advisors LLC

419

Jun 30, 26

+419

0.00%

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

405

Jun 30, 26

0.00%

NORTHSTAR ASSET MANAGEMENT LLC

400

Jun 30, 26

+400

0.00%

IFP Advisors, Inc

378

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

300

Jun 30, 26

+300

0.00%

BLAIR WILLIAM & CO/IL

300

Jun 30, 26

-24

0.00%

Global Retirement Partners, LLC

286

Jun 30, 26

+286

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

260

Jun 30, 26

+260

0.00%

Avion Wealth

225

Jun 30, 26

+225

0.00%

ALERUS FINANCIAL NA

193

Jun 30, 26

-7

0.00%

HANTZ FINANCIAL SERVICES, INC.

175

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

165

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

163

Jun 30, 26

0.00%

TD Capital Management LLC

133

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

116

Jun 30, 26

0.00%

Kozak & Associates, Inc.

112

Jun 30, 26

0.00%

MANNING & NAPIER ADVISORS LLC

110

Jun 30, 26

0.00%

Larson Financial Group LLC

105

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

100

Jun 30, 26

0.00%

Financial Perspectives, Inc

100

Jun 30, 26

0.00%

MCDONALD PARTNERS LLC

100

Jun 30, 26

+100

0.00%

Key FInancial Inc

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

0.00%

MATHER GROUP, LLC.

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

-10

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

Spectrum Wealth Advisory Group, LLC

Jun 30, 26

+43

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

Jun 30, 26

0.00%

Paladin Advisory Group, LLC

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

-2

Independent Advisor Alliance

Jun 30, 26

-8.93K

Russell Investments Group, Ltd.

Jun 30, 26

-4

Virtu Financial LLC

Jun 30, 26

-21.12K

TKG Advisors, LLC

Jun 30, 26

-2.43K

Ronald Blue Trust, Inc.

Jun 30, 26

-48

NBT BANK N A /NY

Jun 30, 26

-257

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-578

MONECO Advisors, LLC

Jun 30, 26

-2.54K

BETO FINANCIAL GROUP, LLC

Jun 30, 26

-1.53K

G&S Capital LLC

Jun 30, 26

-9.56K

Advisory Services Network, LLC

Jun 30, 26

-86

Milestones Private Investment Advisors LLC

Jun 30, 26

-17.39K

Sound Income Strategies, LLC

Jun 30, 26

-1.33K

Gateway Wealth Partners, LLC

Jun 30, 26

-2.32K

EVOLVE PRIVATE WEALTH, LLC

Jun 30, 26

-2.28K

POTENTIA WEALTH

Jun 30, 26

-6.01K

CWM, LLC

25.84K

Mar 31, 26

-1.08K

0.27%

TCFG WEALTH MANAGEMENT, LLC

7.26K

Mar 31, 26

-22

0.08%

Sunbelt Securities, Inc.

1.25K

Mar 31, 26

0.01%

COMERICA BANK

21.79K

Dec 31, 25

-1.25K

0.23%

GPS Wealth Strategies Group, LLC

1.83K

Dec 31, 25

-5.52K

0.02%

SYNOVUS FINANCIAL CORP

3.09K

Sep 30, 25

-465

0.03%

BRASS TAX WEALTH MANAGEMENT, INC

2.13K

Sep 30, 25

0.02%

Northeast Financial Consultants Inc

4.40K

Jun 30, 25

0.05%

TFG Advisers LLC

3.00K

Jun 30, 25

-459

0.03%

AVANTAX ADVISORY SERVICES, INC.

2.43K

Jun 30, 25

+2.43K

0.03%

Capital A Wealth Management, LLC

Jun 30, 25

-1.07K

Atria Wealth Solutions, Inc.

Jun 30, 25

-2.40K

CAROLINAS WEALTH CONSULTING LLC

157

Mar 31, 25

-1

0.00%

Bison Wealth, LLC

2.95K

Dec 31, 24

-96

0.03%

Householder Group Estate & Retirement Specialist, LLC

586

Dec 31, 24

0.01%

RAYMOND JAMES & ASSOCIATES

211.30K

Sep 30, 24

+419

2.19%

Raymond James Financial Services Advisors, Inc.

202.44K

Sep 30, 24

+5.27K

2.10%

Sweet Financial Partners, LLC

42.62K

Sep 30, 24

+3.57K

0.44%

CEDRUS LLC

4.37K

Sep 30, 24

+4.37K

0.05%

BENJAMIN F. EDWARDS & COMPANY, INC.

10.72K

Jun 30, 24

+106

0.11%

Solano Wealth Management, Inc.

4.62K

Jun 30, 24

0.05%

ICA Group Wealth Management, LLC

Jun 30, 24

-41

Cetera Advisors LLC

101.37K

Mar 31, 24

+79.26K

1.05%

Cetera Advisor Networks LLC

78.85K

Mar 31, 24

+8.88K

0.82%

Coppell Advisory Solutions Corp.

17.63K

Mar 31, 24

+17.63K

0.18%

WEALTHSOURCE PARTNERS, LLC

85.23K

Dec 31, 23

-786

0.88%

COMERICA SECURITIES,INC.

7.83K

Sep 30, 23

-122

0.08%

Quantitative Advantage, LLC

Mar 31, 23

-3.49K

American Portfolios Advisors

2.22K

Sep 30, 22

+2.22K

0.02%

Strategic Asset Management, LLC

862

Sep 30, 22

0.01%

KARLINSKI ANDREW C

Sep 30, 22

0.00%

Frontier Wealth Management LLC

14.48K

Jun 30, 22

-239

0.15%

Holloway Wealth Management, LLC

66.86K

Mar 31, 22

-6.74K

0.69%

BREITER CAPITAL MANAGEMENT INC

45.93K

Mar 31, 22

+8.34K

0.48%

NEXT Financial Group, Inc

Dec 31, 21

-176

Ameritas Investment Company, LLC

Sep 30, 21

-2.97K

USCA RIA LLC

26.95K

Jun 30, 21

-330

0.28%

Winslow, Evans & Crocker, Inc.

Dec 31, 20

0.00%

First Allied Advisory Services, Inc.

26.84K

Sep 30, 20

+3.27K

0.28%

Peak Capital Management LLC

96.12K

Mar 31, 20

-22.61K

1.00%

Advisor Group, Inc.

77.72K

Dec 31, 19

+652

0.80%

LADENBURG THALMANN FINANCIAL SERVICES INC.

40.65K

Dec 31, 19

+3.44K

0.42%

BB&T SECURITIES, LLC

35.96K

Sep 30, 19

+1.88K

0.37%

HL FINANCIAL SERVICES LLC

73.16K

Mar 31, 19

-1.55K

0.76%

RELIANCE TRUST CO OF DELAWARE

5.00K

Mar 31, 19

+5.00K

0.05%

COMERICA SECURITIES INC

17.18K

Dec 31, 18

-904

0.18%

Vantage Investment Advisors, LLC

224

Sep 30, 18

0.00%

IFC Holdings Incorporated/FL

25.16K

Dec 31, 17

-22.88K

0.26%

SII INVESTMENTS INC/WI

12.27K

Dec 31, 17

+12.27K

0.13%

BB&T INVESTMENT SERVICES, INC.

205

Dec 31, 17

+205

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-20.47K

GIRARD SECURITIES, INC.

12.88K

Sep 30, 17

-688

0.13%

Commonwealth Equity Services, Inc

27.38K

Jun 30, 17

-3.32K

0.28%

WFG Advisors, LP

1.33K

Jun 30, 17

-99

0.01%

Virtu KCG Holdings LLC

Jun 30, 17

-6.92K

FIRST FINANCIAL EQUITY CORPORATION

10.29K

Mar 31, 17

+10.29K

0.11%

Integrated Wealth Management

7.29K

Mar 31, 17

+831

0.08%

MSI Financial Services Inc

13.44K

Dec 31, 16

+1.68K

0.14%

SOCIETE GENERALE

29.75K

Jun 30, 16

+29.75K

0.31%

VSR Financial Services, Inc.

12.96K

Jun 30, 16

+548

0.13%

Investors Capital Advisory Services

10.96K

Jun 30, 16

+1.41K

0.11%

SOUTH GEORGIA CAPITAL, LLC

310

Sep 30, 15

0.00%

MANAGED ACCOUNT ADVISORS LLC

10.87K

Jun 30, 15

+1.85K

0.11%

BAIRD ROBERT W & CO INC /WI/

224.43K

Mar 31, 15

+31.93K

2.32%

NEW ENGLAND SECURITIES CORP /MA/

279

Dec 31, 14

-1.46K

0.00%

Placemark Investments, Inc.

Dec 31, 14

-17.59K

UBS AG

824.35K

Sep 30, 14

-96.24K

8.53%

STIFEL NICOLAUS & CO INC \MO\

61.75K

Sep 30, 13

+23.72K

0.64%

KNIGHT CAPITAL GROUP LLC

43.27K

Jun 30, 13

+27.90K

0.45%

First Allied Securities, Inc.

725

Jun 30, 12

0.01%