First Trust Low Duration Opportunities ETF(LMBS)

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First Trust Low Duration Opportunities ETF(LMBS)

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$49.55—

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LMBS(LMBS)

LMBS

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Institutional Ownership

Top 581 Institutional Holders

Holder	Shares	Date	Change	% Held
Trilogy Capital Inc.	574.77K	Jun 30, 26	+16.73K	0.45%
INSPIRION WEALTH ADVISORS, LLC	420.46K	Jun 30, 26	+24.82K	0.33%
Grove Bank & Trust	219.41K	Jun 30, 26	+10.98K	0.17%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	95.00K	Jun 30, 26	-29.66K	0.07%
Wisconsin Wealth Advisors, LLC	35.17K	Jun 30, 26	-90	0.03%
VisionPoint Advisory Group, LLC	29.71K	Jun 30, 26	-5.69K	0.02%
Dynamic Advisor Solutions LLC	17.11K	Jun 30, 26	+9.68K	0.01%
Ballew Advisors, Inc	12.38K	Jun 30, 26	+116	0.01%
PRIVATE CLIENT SERVICES, LLC	5.73K	Jun 30, 26	-429	0.00%
Noble Wealth Management PBC	2.27K	Jun 30, 26	+2.27K	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.65K	Jun 30, 26	--	0.00%
MORGAN STANLEY	15.35M	Mar 31, 26	+1.20M	12.02%
LPL Financial LLC	12.34M	Mar 31, 26	+825.74K	9.65%
WELLS FARGO & COMPANY/MN	5.78M	Mar 31, 26	+260.89K	4.53%
UBS Group AG	4.74M	Mar 31, 26	+124.56K	3.71%
RAYMOND JAMES FINANCIAL INC	4.11M	Mar 31, 26	+39.83K	3.21%
ROYAL BANK OF CANADA	3.24M	Mar 31, 26	+372.73K	2.54%
Cetera Investment Advisers	2.55M	Mar 31, 26	+171.65K	2.00%
BANK OF AMERICA CORP /DE/	2.00M	Mar 31, 26	+212.26K	1.57%
HighTower Advisors, LLC	1.87M	Mar 31, 26	+416.48K	1.46%
FIRST TRUST ADVISORS LP	1.52M	Mar 31, 26	+199.43K	1.19%
COMMONWEALTH EQUITY SERVICES, LLC	1.46M	Mar 31, 26	+283.48K	1.14%
Concurrent Investment Advisors, LLC	1.42M	Mar 31, 26	+217.02K	1.12%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.22M	Mar 31, 26	+175.64K	0.96%
Berger Financial Group, Inc	1.13M	Mar 31, 26	+72.76K	0.88%
Clearwater Capital Advisors, LLC	909.13K	Mar 31, 26	+56.51K	0.71%
Harvest Investment Services, LLC	895.65K	Mar 31, 26	+155.28K	0.70%
ENVESTNET ASSET MANAGEMENT INC	882.35K	Mar 31, 26	+63.34K	0.69%
Csenge Advisory Group	833.48K	Mar 31, 26	+12.33K	0.65%
Cambridge Investment Research Advisors, Inc.	740.87K	Mar 31, 26	+185.33K	0.58%
HARBOUR INVESTMENTS, INC.	730.62K	Mar 31, 26	+201.72K	0.57%
STIFEL FINANCIAL CORP	706.89K	Mar 31, 26	-27.61K	0.55%
ADVISOR GROUP HOLDINGS, INC.	692.48K	Mar 31, 26	+19.56K	0.54%
ASSETMARK, INC	657.29K	Mar 31, 26	+46.91K	0.51%
JONES FINANCIAL COMPANIES LLLP	643.46K	Mar 31, 26	+261.00K	0.50%
Aaron Wealth Advisors LLC	610.23K	Mar 31, 26	+151.89K	0.48%
Private Advisor Group, LLC	584.45K	Mar 31, 26	+39.47K	0.46%
Prospera Financial Services Inc	536.68K	Mar 31, 26	+102.11K	0.42%
Heck Capital Advisors, LLC	528.38K	Mar 31, 26	-2.81K	0.41%
Baird Financial Group, Inc.	514.94K	Mar 31, 26	-39.27K	0.40%
CWM, LLC	483.12K	Mar 31, 26	+93.20K	0.38%
Brookstone Capital Management	452.62K	Mar 31, 26	-100	0.35%
Integrated Wealth Concepts LLC	447.06K	Mar 31, 26	+125.47K	0.35%
SEARCY FINANCIAL SERVICES INC /ADV	437.09K	Mar 31, 26	+14.92K	0.34%
Cerity Partners LLC	435.66K	Mar 31, 26	+643	0.34%
Walkner Condon Financial Advisors LLC	434.82K	Mar 31, 26	+13.89K	0.34%
Vestmark Advisory Solutions, Inc.	416.97K	Mar 31, 26	-143.95K	0.33%
KESTRA PRIVATE WEALTH SERVICES, LLC	405.77K	Mar 31, 26	+29.36K	0.32%
WILEY BROS.-AINTREE CAPITAL, LLC	397.68K	Mar 31, 26	-5.73K	0.31%
NewEdge Advisors, LLC	389.76K	Mar 31, 26	+68.75K	0.31%
London & Capital Asset Management Ltd	379.43K	Mar 31, 26	+16.63K	0.30%
Independent Advisor Alliance	374.70K	Mar 31, 26	+266.55K	0.29%
Carrera Capital Advisors	354.02K	Mar 31, 26	+164.46K	0.28%
American Financial Advisors, LLC	343.76K	Mar 31, 26	-912	0.27%
TL Private Wealth	337.11K	Mar 31, 26	+4.31K	0.26%
Rockefeller Capital Management L.P.	318.44K	Mar 31, 26	+4.40K	0.25%
Clear Creek Financial Management, LLC	316.30K	Mar 31, 26	+22.35K	0.25%
Fairvoy Private Wealth, LLC	315.36K	Mar 31, 26	+16.79K	0.25%
TD Capital Management LLC	314.94K	Mar 31, 26	+7.58K	0.25%
Prism Advisors, Inc.	311.46K	Mar 31, 26	+6.07K	0.24%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	304.75K	Mar 31, 26	-20.32K	0.24%
IFP Advisors, Inc	295.17K	Mar 31, 26	-11.75K	0.23%
Commonwealth Financial Services, LLC	294.03K	Mar 31, 26	+289.98K	0.23%
CLIFFORD SWAN INVESTMENT COUNSEL LLC	291.82K	Mar 31, 26	-11.33K	0.23%
Secure Asset Management, LLC	278.06K	Mar 31, 26	+25.43K	0.22%
Weitzel Financial Services, Inc.	263.94K	Mar 31, 26	+13.82K	0.21%
Kestra Advisory Services, LLC	260.48K	Mar 31, 26	-10.87K	0.20%
TRUIST FINANCIAL CORP	258.68K	Mar 31, 26	+16.87K	0.20%
MERCER GLOBAL ADVISORS INC /ADV	255.77K	Mar 31, 26	+250.78K	0.20%
ADAMSBROWN WEALTH CONSULTANTS LLC	252.41K	Mar 31, 26	+28.98K	0.20%
Centennial Wealth Advisory LLC	250.99K	Mar 31, 26	+119.19K	0.20%
Foundations Investment Advisors, LLC	238.63K	Mar 31, 26	-5.53K	0.19%
Per Stirling Capital Management, LLC.	234.89K	Mar 31, 26	+66.41K	0.18%
Geneos Wealth Management Inc.	234.21K	Mar 31, 26	+36.11K	0.18%
Redhawk Wealth Advisors, Inc.	227.84K	Mar 31, 26	+23.10K	0.18%
PFS Partners, LLC	224.89K	Mar 31, 26	+5.06K	0.18%
MML INVESTORS SERVICES, LLC	217.22K	Mar 31, 26	-9.18K	0.17%
Petix & Botte Co	213.51K	Mar 31, 26	-12.53K	0.17%
Grove Bank & Trust	208.44K	Mar 31, 26	+11.73K	0.16%
WESBANCO BANK INC	206.78K	Mar 31, 26	+67.77K	0.16%
Ameritas Investment Partners, Inc.	203.67K	Mar 31, 26	+5.88K	0.16%
FIFTH THIRD BANCORP	196.11K	Mar 31, 26	+196.11K	0.15%
BELLEVUE ASSET MANAGEMENT, LLC	193.74K	Mar 31, 26	+2.47K	0.15%
CITIGROUP INC	189.09K	Mar 31, 26	+37.51K	0.15%
Mount Yale Investment Advisors, LLC	187.01K	Mar 31, 26	-149.07K	0.15%
Darwin Wealth Management, LLC	186.13K	Mar 31, 26	+11.67K	0.15%
Farther Finance Advisors, LLC	184.85K	Mar 31, 26	+67.25K	0.14%
LexAurum Advisors, LLC	184.09K	Mar 31, 26	+184.09K	0.14%
Janney Montgomery Scott LLC	182.01K	Mar 31, 26	+8.85K	0.14%
Ashton Thomas Private Wealth, LLC	178.79K	Mar 31, 26	+12.41K	0.14%
D.A. DAVIDSON & CO.	177.72K	Mar 31, 26	+39.62K	0.14%
TCP Asset Management, LLC	172.50K	Mar 31, 26	+4.91K	0.13%
Mutual Advisors, LLC	169.22K	Mar 31, 26	+16.43K	0.13%
STEPHENS INC /AR/	162.74K	Mar 31, 26	-195.85K	0.13%
Mainsail Financial Group, LLC	154.23K	Mar 31, 26	+9.14K	0.12%
Gateway Wealth Partners, LLC	152.99K	Mar 31, 26	+69.49K	0.12%
MRA Advisory Group	145.65K	Mar 31, 26	-87.18K	0.11%
EdgeRock Capital LLC	144.18K	Mar 31, 26	-27	0.11%
IMA Wealth, Inc.	142.24K	Mar 31, 26	+3.20K	0.11%
Fairway Financial, LLC	142.13K	Mar 31, 26	+2.61K	0.11%
OPPENHEIMER & CO INC	142.06K	Mar 31, 26	+45.12K	0.11%
MGO ONE SEVEN LLC	140.62K	Mar 31, 26	+19.26K	0.11%
Triumph Capital Management	140.25K	Mar 31, 26	+4.11K	0.11%
RiverTree Advisors, LLC	139.93K	Mar 31, 26	-30.78K	0.11%
Lunt Capital Management, Inc.	139.47K	Mar 31, 26	+11.02K	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	138.70K	Mar 31, 26	+94.90K	0.11%
Envestnet Portfolio Solutions, Inc.	137.70K	Mar 31, 26	-5.96K	0.11%
Snowden Capital Advisors LLC	131.99K	Mar 31, 26	+10.30K	0.10%
Colony Group, LLC	131.75K	Mar 31, 26	-47.60K	0.10%
GENESIS PRIVATE WEALTH, LLC	131.14K	Mar 31, 26	-427	0.10%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	124.67K	Mar 31, 26	+124.67K	0.10%
Sovran Advisors, LLC	122.57K	Mar 31, 26	+18.55K	0.10%
Vivaldi Capital Management LP	120.31K	Mar 31, 26	+9.26K	0.09%
RFG Advisory, LLC	120.24K	Mar 31, 26	+69.39K	0.09%
Summit Financial, LLC	119.02K	Mar 31, 26	+231	0.09%
Equitable Holdings, Inc.	116.73K	Mar 31, 26	+42.84K	0.09%
Heartland Bank & Trust Co	113.62K	Mar 31, 26	+113.62K	0.09%
Ameritas Advisory Services, LLC	104.16K	Mar 31, 26	-75.17K	0.08%
Stratos Wealth Partners, LTD.	102.13K	Mar 31, 26	-977	0.08%
THRIVENT FINANCIAL FOR LUTHERANS	100.59K	Mar 31, 26	-1.72K	0.08%
U.S. Capital Wealth Advisors, LLC	97.98K	Mar 31, 26	+88.64K	0.08%
Mariner, LLC	97.52K	Mar 31, 26	-231.93K	0.08%
WEDBUSH SECURITIES INC	95.37K	Mar 31, 26	-2.77K	0.07%
James J. Burns & Company, LLC	93.77K	Mar 31, 26	+3.63K	0.07%
JPMORGAN CHASE & CO	93.06K	Mar 31, 26	-166	0.07%
Ferguson Shapiro LLC	90.59K	Mar 31, 26	+5.19K	0.07%
EverSource Wealth Advisors, LLC	88.28K	Mar 31, 26	+88.28K	0.07%
JANE STREET GROUP, LLC	86.96K	Mar 31, 26	-581.19K	0.07%
Anfield Capital Management, LLC	85.02K	Mar 31, 26	+6.76K	0.07%
Friedenthal Financial	84.16K	Mar 31, 26	-81.02K	0.07%
Migdal Insurance & Financial Holdings Ltd.	80.92K	Mar 31, 26	-1.46K	0.06%
Braun-Bostich & Associates Inc.	76.86K	Mar 31, 26	+2.72K	0.06%
Claris Financial LLC	74.54K	Mar 31, 26	+5.13K	0.06%
Manhattan West Asset Management, LLC	73.61K	Mar 31, 26	-37.91K	0.06%
Continuum Advisory, LLC	73.11K	Mar 31, 26	-216	0.06%
Western Wealth Management, LLC	72.63K	Mar 31, 26	+62.44K	0.06%
Sigma Planning Corp	71.46K	Mar 31, 26	+3.41K	0.06%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	68.65K	Mar 31, 26	+1.41K	0.05%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	68.26K	Mar 31, 26	+1.09K	0.05%
FSB PREMIER WEALTH MANAGEMENT, INC.	68.01K	Mar 31, 26	+700	0.05%
Entruity Wealth, LLC	67.86K	Mar 31, 26	-1.25K	0.05%
Center for Financial Planning, Inc.	66.51K	Mar 31, 26	+540	0.05%
Dominguez Wealth Management Solutions, Inc.	65.86K	Mar 31, 26	+1.06K	0.05%
UBS ASSET MANAGEMENT AMERICAS INC	65.71K	Mar 31, 26	+65.71K	0.05%
SRS Capital Advisors, Inc.	64.36K	Mar 31, 26	-3.28K	0.05%
Hidden Cove Wealth Management, LLC	63.44K	Mar 31, 26	+51.29K	0.05%
CONDOR CAPITAL MANAGEMENT	62.70K	Mar 31, 26	+10.44K	0.05%
National Wealth Management Group, LLC	62.54K	Mar 31, 26	+227	0.05%
BENJAMIN EDWARDS INC	60.73K	Mar 31, 26	-74.07K	0.05%
Wealthcare Advisory Partners LLC	60.43K	Mar 31, 26	+5.14K	0.05%
Endowment Wealth Management, Inc.	58.23K	Mar 31, 26	+10.81K	0.05%
SILVER OAK SECURITIES, INCORPORATED	57.17K	Mar 31, 26	-61.65K	0.04%
CITY HOLDING CO	55.44K	Mar 31, 26	+647	0.04%
TBH Global Asset Management, LLC	54.38K	Mar 31, 26	-8.72K	0.04%
Abbot Financial Management, Inc.	54.03K	Mar 31, 26	+1.99K	0.04%
Golden State Wealth Management, LLC	53.55K	Mar 31, 26	+5.01K	0.04%
Steward Partners Investment Advisory, LLC	53.29K	Mar 31, 26	-18.72K	0.04%
Pine Valley Investments Ltd Liability Co	53.28K	Mar 31, 26	+6.00K	0.04%
Destiny Wealth Partners, LLC	53.19K	Mar 31, 26	-2.32K	0.04%
Stenger Family Office, LLC	53.10K	Mar 31, 26	+53.10K	0.04%
Atria Investments, Inc	53.04K	Mar 31, 26	-223.85K	0.04%
Insight Inv LLC	52.13K	Mar 31, 26	+4.90K	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	51.90K	Mar 31, 26	+14.17K	0.04%
MARINO, STRAM & ASSOCIATES LLC	51.51K	Mar 31, 26	+2.09K	0.04%
CAPTRUST FINANCIAL ADVISORS	50.09K	Mar 31, 26	-65.49K	0.04%
DAVENPORT & Co LLC	49.56K	Mar 31, 26	-77	0.04%
PARK AVENUE SECURITIES LLC	48.98K	Mar 31, 26	+15.64K	0.04%
Capital Investment Advisory Services, LLC	48.41K	Mar 31, 26	+37.83K	0.04%
Sanctuary Advisors, LLC	47.69K	Mar 31, 26	+318	0.04%
Independent Wealth Network Inc.	45.88K	Mar 31, 26	+45.88K	0.04%
Maridea Wealth Management LLC	45.82K	Mar 31, 26	+11.28K	0.04%
IHT Wealth Management, LLC	45.79K	Mar 31, 26	+1.28K	0.04%
VestGen Advisors, LLC	45.63K	Mar 31, 26	-3.16K	0.04%
Bigelow Investment Advisors, LLC	45.61K	Mar 31, 26	-3.76K	0.04%
Kerntke Otto McGlone Wealth Management Group	45.50K	Mar 31, 26	+15.04K	0.04%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	45.46K	Mar 31, 26	+9.21K	0.04%
Traction Financial Partners, LLC	43.93K	Mar 31, 26	-3.90K	0.03%
ENDEAVOR PRIVATE WEALTH, INC.	43.44K	Mar 31, 26	+43.44K	0.03%
Perigon Wealth Management, LLC	42.15K	Mar 31, 26	+2.50K	0.03%
FIRST NATIONAL BANK OF OMAHA	40.25K	Mar 31, 26	-1.76K	0.03%
Patten Group, Inc.	39.29K	Mar 31, 26	+1.13K	0.03%
Kovack Advisors, Inc.	39.25K	Mar 31, 26	+9.15K	0.03%
NewEdge Wealth, LLC	38.85K	Mar 31, 26	-6.31K	0.03%
Golden State Equity Partners	38.76K	Mar 31, 26	+17.23K	0.03%
Chris Bulman Inc	38.56K	Mar 31, 26	+2.41K	0.03%
Maia Wealth LLC	38.39K	Mar 31, 26	-1.06K	0.03%
COTTONWOOD CAPITAL ADVISORS, LLC	37.15K	Mar 31, 26	-997	0.03%
Ifrah Financial Services, Inc.	37.07K	Mar 31, 26	-1.60K	0.03%
Center For Asset Management LLC	36.99K	Mar 31, 26	+5.88K	0.03%
Midwest Financial Group LLC	36.94K	Mar 31, 26	+60	0.03%
Gladstone Institutional Advisory LLC	36.60K	Mar 31, 26	+8.72K	0.03%
Beacon Financial Advisory LLC	36.26K	Mar 31, 26	-28.71K	0.03%
Wisconsin Wealth Advisors, LLC	35.26K	Mar 31, 26	+2.49K	0.03%
Prime Capital Investment Advisors, LLC	33.69K	Mar 31, 26	-2.59K	0.03%
Belpointe Asset Management LLC	33.68K	Mar 31, 26	+1.09K	0.03%
Arcadia Wealth Management, Inc.	33.11K	Mar 31, 26	-1.40K	0.03%
IMG Wealth Management, Inc.	32.59K	Mar 31, 26	+32.53K	0.03%
ROMANO BROTHERS AND COMPANY	32.45K	Mar 31, 26	+32.45K	0.03%
AE Wealth Management LLC	32.34K	Mar 31, 26	+7.44K	0.03%
Kingsview Wealth Management, LLC	32.06K	Mar 31, 26	-616	0.03%
Team Financial Group, LLC	30.39K	Mar 31, 26	+5.88K	0.02%
J.W. COLE ADVISORS, INC.	30.12K	Mar 31, 26	+1.31K	0.02%
ATWOOD & PALMER INC	29.68K	Mar 31, 26	-1.15K	0.02%
Acorn Wealth Advisors, LLC	28.50K	Mar 31, 26	+3.63K	0.02%
Apollon Wealth Management, LLC	28.40K	Mar 31, 26	-16.35K	0.02%
Advisory Services Network, LLC	27.59K	Mar 31, 26	+723	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	27.49K	Mar 31, 26	-4.25K	0.02%
Raab & Moskowitz Asset Management LLC	26.36K	Mar 31, 26	+483	0.02%
Chicago Partners Investment Group LLC	26.07K	Mar 31, 26	-1.48K	0.02%
Perennial Investment Advisors, LLC	25.53K	Mar 31, 26	-645	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	24.09K	Mar 31, 26	-1.17K	0.02%
Prosperity Consulting Group, LLC	23.69K	Mar 31, 26	-991	0.02%
CreativeOne Wealth, LLC	23.55K	Mar 31, 26	+4.25K	0.02%
BARRETT & COMPANY, INC.	23.07K	Mar 31, 26	-1.10K	0.02%
SMART Wealth LLC	23.07K	Mar 31, 26	+3.05K	0.02%
TCFG WEALTH MANAGEMENT, LLC	22.85K	Mar 31, 26	-665	0.02%
Bank of New York Mellon Corp	22.21K	Mar 31, 26	+4.81K	0.02%
Synergy Asset Management, LLC	22.05K	Mar 31, 26	+22.05K	0.02%
Keystone Wealth Services, LLC	20.86K	Mar 31, 26	-2.29K	0.02%
Helium Advisors LLC	20.86K	Mar 31, 26	+210	0.02%
CENTAURUS FINANCIAL, INC.	20.58K	Mar 31, 26	+13.97K	0.02%
Sowell Financial Services LLC	20.36K	Mar 31, 26	-1.29K	0.02%
WIN ADVISORS, INC	20.11K	Mar 31, 26	+20.11K	0.02%
Simplicity Wealth,LLC	20.04K	Mar 31, 26	+5.35K	0.02%
Brinker Capital Investments, LLC	19.75K	Mar 31, 26	-1.01K	0.02%
Arkadios Wealth Advisors	19.37K	Mar 31, 26	+3.20K	0.02%
Ausdal Financial Partners, Inc.	18.66K	Mar 31, 26	+1.94K	0.01%
Resources Investment Advisors, LLC.	18.48K	Mar 31, 26	+3.04K	0.01%
Avestar Capital, LLC	18.25K	Mar 31, 26	-2.38K	0.01%
Wealth Watch Advisors, INC	18.14K	Mar 31, 26	+980	0.01%
Paradigm Financial Partners, LLC	18.04K	Mar 31, 26	+18.04K	0.01%
Ambassador Advisors, LLC	18.00K	Mar 31, 26	+1.36K	0.01%
Morey & Quinn Wealth Partners, LLC	17.83K	Mar 31, 26	-20	0.01%
PRIVATE TRUST CO NA	17.49K	Mar 31, 26	-3.17K	0.01%
IAMS WEALTH MANAGEMENT, LLC	17.48K	Mar 31, 26	-748	0.01%
CALTON & ASSOCIATES, INC.	17.36K	Mar 31, 26	-530	0.01%
BostonPremier Wealth LLC	17.14K	Mar 31, 26	-2.86K	0.01%
Towerpoint Wealth, LLC	16.98K	Mar 31, 26	+148	0.01%
Farmers & Merchants Trust Co of Long Beach	16.50K	Mar 31, 26	--	0.01%
Stratos Wealth Advisors, LLC	16.39K	Mar 31, 26	+1.43K	0.01%
Pensionmark Financial Group, LLC	16.37K	Mar 31, 26	+60	0.01%
Ascent Group, LLC	15.77K	Mar 31, 26	-350	0.01%
StrongBox Wealth, LLC	15.47K	Mar 31, 26	-1.20K	0.01%
AVAII WEALTH MANAGEMENT, LLC	15.39K	Mar 31, 26	+510	0.01%
Robertson Stephens Wealth Management, LLC	15.10K	Mar 31, 26	+258	0.01%
Savvy Advisors, Inc.	15.08K	Mar 31, 26	+6.51K	0.01%
MAI Capital Management	15.00K	Mar 31, 26	-2.30K	0.01%
Argent Advisors, Inc.	14.92K	Mar 31, 26	+373	0.01%
Flaharty Asset Management, LLC	14.53K	Mar 31, 26	--	0.01%
Embree Financial Group	14.36K	Mar 31, 26	-2.85K	0.01%
Park Square Financial Group, LLC	14.29K	Mar 31, 26	-2.28K	0.01%
LaSalle St. Investment Advisors, LLC	14.19K	Mar 31, 26	-112	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	14.12K	Mar 31, 26	+946	0.01%
Hamilton Wealth, LLC	13.70K	Mar 31, 26	-1.28K	0.01%
Financial Network Wealth Advisors LLC	13.60K	Mar 31, 26	+10.89K	0.01%
PRINCIPAL SECURITIES, INC.	13.58K	Mar 31, 26	+1.77K	0.01%
Creative Planning	13.57K	Mar 31, 26	+4.22K	0.01%
O'Connor Financial Group LLC	13.09K	Mar 31, 26	-12	0.01%
Valley Financial Group, Inc.	12.82K	Mar 31, 26	+660	0.01%
CMC Financial Group	12.71K	Mar 31, 26	+12.71K	0.01%
COLUMBIA ADVISORY PARTNERS LLC	12.29K	Mar 31, 26	-2.01K	0.01%
Barnes Dennig Private Wealth Management LLC	12.22K	Mar 31, 26	+8.79K	0.01%
HighPoint Advisor Group LLC	12.18K	Mar 31, 26	-819	0.01%
PARK NATIONAL CORP /OH/	11.94K	Mar 31, 26	+11.94K	0.01%
NBC SECURITIES, INC.	11.88K	Mar 31, 26	+221	0.01%
INTEGRITY WEALTH ADVISORS, INC.	11.85K	Mar 31, 26	+5.38K	0.01%
Rehmann Capital Advisory Group	11.61K	Mar 31, 26	+514	0.01%
WCG Wealth Advisors LLC	11.53K	Mar 31, 26	+527	0.01%
Smart Portfolios, LLC	11.43K	Mar 31, 26	+360	0.01%
Southland Equity Partners LLC	11.38K	Mar 31, 26	+11.38K	0.01%
Summit Wealth Partners, LLC	11.32K	Mar 31, 26	-100	0.01%
626 Financial, LLC	11.19K	Mar 31, 26	-1.64K	0.01%
Beacon Pointe Advisors, LLC	11.03K	Mar 31, 26	-916	0.01%
GeoWealth Management, LLC	10.61K	Mar 31, 26	+629	0.01%
Integrated Advisors Network LLC	10.45K	Mar 31, 26	+1.97K	0.01%
Triad Wealth Partners, LLC	10.39K	Mar 31, 26	+2.69K	0.01%
Capital CS Group, LLC	10.25K	Mar 31, 26	+30	0.01%
Ritter Daniher Financial Advisory LLC / DE	10.19K	Mar 31, 26	+10.19K	0.01%
SSI INVESTMENT MANAGEMENT LLC	10.02K	Mar 31, 26	-73	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	9.93K	Mar 31, 26	-3.33K	0.01%
Quantinno Capital Management LP	9.91K	Mar 31, 26	--	0.01%
ARBOR CAPITAL MANAGEMENT INC /ADV	9.87K	Mar 31, 26	+1	0.01%
Meridian Wealth Management, LLC	9.41K	Mar 31, 26	-582	0.01%
WEALTH EFFECTS LLC	9.39K	Mar 31, 26	--	0.01%
Goldstone Financial Group, LLC	9.26K	Mar 31, 26	-367	0.01%
Proactive Wealth Strategies LLC	9.21K	Mar 31, 26	+4.52K	0.01%
Plotkin Financial Advisors, LLC	9.20K	Mar 31, 26	+9.20K	0.01%
BURKE & HERBERT BANK & TRUST CO	9.05K	Mar 31, 26	+3.31K	0.01%
PFG Advisors	8.75K	Mar 31, 26	-560	0.01%
Narwhal Capital Management	8.75K	Mar 31, 26	-1.91K	0.01%
Family Legacy, Inc.	8.51K	Mar 31, 26	--	0.01%
TradeWell Securities, LLC.	8.36K	Mar 31, 26	+8.36K	0.01%
SUMMIT WEALTH GROUP LLC / CO	8.30K	Mar 31, 26	-2.49K	0.01%
Waldron Private Wealth LLC	8.16K	Mar 31, 26	-9.32K	0.01%
Cornell Pochily Investment Advisors, Inc.	8.13K	Mar 31, 26	-8.24K	0.01%
Claro Advisors LLC	7.96K	Mar 31, 26	-1.11K	0.01%
WINEBRENNER CAPITAL MANAGEMENT LLC	7.91K	Mar 31, 26	-531	0.01%
Laraway Financial Advisors Inc	7.86K	Mar 31, 26	-245	0.01%
Leo Wealth, LLC	7.68K	Mar 31, 26	+7.68K	0.01%
1776 Wealth LLC	7.67K	Mar 31, 26	--	0.01%
Dynamic Advisor Solutions LLC	7.42K	Mar 31, 26	-1.97K	0.01%
Strategic Financial Concepts, LLC	7.38K	Mar 31, 26	+7.38K	0.01%
Spire Wealth Management	7.28K	Mar 31, 26	+1.54K	0.01%
NBT BANK N A /NY	7.24K	Mar 31, 26	+7.19K	0.01%
Platform Technology Partners	7.23K	Mar 31, 26	--	0.01%
HBW Advisory Services LLC	7.22K	Mar 31, 26	-5.99K	0.01%
CHIRON CAPITAL MANAGEMENT, LLC	6.99K	Mar 31, 26	+6.99K	0.01%
WEST MICHIGAN ADVISORS, LLC	6.94K	Mar 31, 26	+210	0.01%
Wealth Management Associates, Inc.	6.71K	Mar 31, 26	+10	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	6.69K	Mar 31, 26	+824	0.01%
SAPIENT CAPITAL LLC	6.68K	Mar 31, 26	+6.68K	0.01%
RETIREMENT INCOME SOLUTIONS, INC	6.63K	Mar 31, 26	+49	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	6.46K	Mar 31, 26	+326	0.01%
Focus Financial Network, Inc.	6.46K	Mar 31, 26	-370	0.01%
Certified Advisory Corp	6.45K	Mar 31, 26	+200	0.01%
TFB Advisors LLC	6.11K	Mar 31, 26	-7.40K	0.00%
BlueChip Wealth Advisors LLC	6.08K	Mar 31, 26	-1.10K	0.00%
Sargent Investment Group, LLC	6.04K	Mar 31, 26	-2.00K	0.00%
FOUNDERS FINANCIAL SECURITIES LLC	6.00K	Mar 31, 26	+6.00K	0.00%
Archer Investment Corp	5.96K	Mar 31, 26	-46	0.00%
Luminist Capital LLC	5.94K	Mar 31, 26	--	0.00%
Rossby Financial, LCC	5.92K	Mar 31, 26	+335	0.00%
MPWM ADVISORY SOLUTIONS, LLC	5.84K	Mar 31, 26	+87	0.00%
Merkkuri Wealth Advisors LLC	5.76K	Mar 31, 26	+38	0.00%
Signal Advisors Wealth, LLC	5.75K	Mar 31, 26	-276	0.00%
Smartleaf Asset Management LLC	5.70K	Mar 31, 26	+1.98K	0.00%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	5.62K	Mar 31, 26	-7.08K	0.00%
Grantvest Financial Group LLC	5.55K	Mar 31, 26	+5.55K	0.00%
Holos Integrated Wealth LLC	5.52K	Mar 31, 26	+1.03K	0.00%
RETIREMENT GUYS FORMULA LLC	5.48K	Mar 31, 26	+233	0.00%
TITLEIST ASSET MANAGEMENT, LLC	5.35K	Mar 31, 26	+611	0.00%
Balboa Wealth Partners	5.31K	Mar 31, 26	+170	0.00%
Jaffetilchin Investment Partners, LLC	5.31K	Mar 31, 26	-965	0.00%
Cypress Capital Group	5.30K	Mar 31, 26	-13.70K	0.00%
Ancora Advisors, LLC	5.29K	Mar 31, 26	--	0.00%
Vise Technologies, Inc.	5.09K	Mar 31, 26	--	0.00%
NOVEM GROUP	5.08K	Mar 31, 26	+5.08K	0.00%
Essex LLC	5.08K	Mar 31, 26	--	0.00%
Tidemark, LLC	4.95K	Mar 31, 26	+7	0.00%
Waterloo Capital, L.P.	4.90K	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	4.77K	Mar 31, 26	-266	0.00%
RMR Wealth Builders	4.75K	Mar 31, 26	-85	0.00%
Trueblood Wealth Management, LLC	4.74K	Mar 31, 26	+18	0.00%
Genesee Capital Advisors, LLC	4.72K	Mar 31, 26	+40	0.00%
DAYMARK WEALTH PARTNERS, LLC	4.69K	Mar 31, 26	--	0.00%
GREAT VALLEY ADVISOR GROUP, INC.	4.59K	Mar 31, 26	+4.59K	0.00%
TrueWealth Advisors, LLC	4.58K	Mar 31, 26	-1.22K	0.00%
Occidental Asset Management, LLC	4.52K	Mar 31, 26	+4.52K	0.00%
Koshinski Asset Management, Inc.	4.51K	Mar 31, 26	-513	0.00%
Mosley Wealth Management	4.48K	Mar 31, 26	+35	0.00%
Dorsey & Whitney Trust CO LLC	4.45K	Mar 31, 26	-16	0.00%
ZACKS INVESTMENT MANAGEMENT	4.30K	Mar 31, 26	--	0.00%
Talon Private Wealth, LLC	4.28K	Mar 31, 26	+4.28K	0.00%
Betterment LLC	4.24K	Mar 31, 26	+137	0.00%
AdvisorNet Financial, Inc	4.21K	Mar 31, 26	-47	0.00%
Moment Partners, LLC	4.15K	Mar 31, 26	+4.15K	0.00%
Strategic Blueprint, LLC	4.15K	Mar 31, 26	-33	0.00%
Kaydan Wealth Management, Inc.	4.13K	Mar 31, 26	--	0.00%
Pinnacle Bancorp, Inc.	4.10K	Mar 31, 26	+350	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	3.95K	Mar 31, 26	+399	0.00%
BLAIR WILLIAM & CO/IL	3.20K	Mar 31, 26	-191	0.00%
Larson Financial Group LLC	3.00K	Mar 31, 26	+157	0.00%
FIRST HORIZON CORP	2.87K	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	2.87K	Mar 31, 26	-3.35K	0.00%
US BANCORP \DE\	2.60K	Mar 31, 26	-1.64K	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.35K	Mar 31, 26	-320	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	2.20K	Mar 31, 26	+2.20K	0.00%
MTM Investment Management, LLC	2.17K	Mar 31, 26	--	0.00%
Allworth Financial LP	1.94K	Mar 31, 26	-6.24K	0.00%
IFG Advisory, LLC	1.78K	Mar 31, 26	-7.14K	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.65K	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	1.31K	Mar 31, 26	+574	0.00%
Raleigh Capital Management Inc.	1.18K	Mar 31, 26	-43	0.00%
GILL CAPITAL PARTNERS, LLC	1.09K	Mar 31, 26	+1.09K	0.00%
Wagner Wealth Management, LLC	1.02K	Mar 31, 26	+10	0.00%
HAZLETT, BURT & WATSON, INC.	900	Mar 31, 26	--	0.00%
Smithfield Trust Co	725	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	702	Mar 31, 26	+702	0.00%
Aptus Capital Advisors, LLC	550	Mar 31, 26	-275	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	550	Mar 31, 26	+550	0.00%
WOLFF WIESE MAGANA LLC	540	Mar 31, 26	+540	0.00%
DHJJ Financial Advisors, Ltd.	525	Mar 31, 26	--	0.00%
Y.D. More Investments Ltd	450	Mar 31, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	413	Mar 31, 26	-29	0.00%
True Wealth Design, LLC	400	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	335	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	284	Mar 31, 26	-63	0.00%
Cheviot Value Management, LLC	255	Mar 31, 26	--	0.00%
First Command Advisory Services, Inc.	244	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	223	Mar 31, 26	-13	0.00%
FMR LLC	212	Mar 31, 26	+212	0.00%
CULLEN/FROST BANKERS, INC.	160	Mar 31, 26	+2	0.00%
AMERIFLEX GROUP, INC.	127	Mar 31, 26	+56	0.00%
Avion Wealth	122	Mar 31, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	121	Mar 31, 26	+121	0.00%
CURIO WEALTH, LLC	100	Mar 31, 26	--	0.00%
AMERICAN NATIONAL BANK	75	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	62	Mar 31, 26	--	0.00%
Synergy Investment Management, LLC	62	Mar 31, 26	+62	0.00%
BNP PARIBAS ARBITRAGE, SNC	43	Mar 31, 26	+30	0.00%
Caitlin John, LLC	41	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	38	Mar 31, 26	+38	0.00%
Clearstead Advisors, LLC	37	Mar 31, 26	+1	0.00%
Salomon & Ludwin, LLC	36	Mar 31, 26	--	0.00%
GKV Capital Management Co., Inc.	32	Mar 31, 26	+32	0.00%
Financial Gravity Asset Management, Inc.	15	Mar 31, 26	-319	0.00%
Elevated Capital Advisors, LLC	14	Mar 31, 26	--	0.00%
Spurstone Advisory Services, LLC	8	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	2	Mar 31, 26	--	0.00%
SBI Securities Co., Ltd.	1	Mar 31, 26	-1	0.00%
Coastal Investment Advisors, Inc.	1	Mar 31, 26	--	0.00%
AMERIPRISE FINANCIAL INC	--	Mar 31, 26	-4.80K	--
Capital Analysts, LLC	--	Mar 31, 26	-125	--
Camelot Portfolios, LLC	--	Mar 31, 26	-154	--
TrueWealth Financial Partners	--	Mar 31, 26	-29.78K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-1.38K	--
MARIPAU WEALTH MANAGEMENT LLC	--	Mar 31, 26	-4.09K	--
LAKE STREET FINANCIAL LLC	--	Mar 31, 26	-5.95K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-90.74K	--
Wealthspire Advisors, LLC	--	Mar 31, 26	-8.31K	--
Trust Co	--	Mar 31, 26	-46	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-45.70K	--
Hilltop Holdings Inc.	--	Mar 31, 26	-22.13K	--
Pinnacle Family Advisors, LLC	--	Mar 31, 26	-12.03K	--
Elevation Capital Advisory, LLC	--	Mar 31, 26	-26.21K	--
Concentrum Wealth Management	--	Mar 31, 26	-14.54K	--
StoneX Group Inc.	--	Mar 31, 26	-29.98K	--
DUNCKER STREETT & CO INC	--	Mar 31, 26	-450	--
Stockman Wealth Management, Inc.	--	Mar 31, 26	-8.00K	--
Kingdom Financial Group LLC.	--	Mar 31, 26	-86	--
Global Assets Advisory, LLC	--	Mar 31, 26	-24.34K	--
HANTZ FINANCIAL SERVICES, INC.	--	Mar 31, 26	-135	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-4.08K	--
MONEYWISE, INC.	--	Mar 31, 26	-4.24K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-133.80K	--
Clear Point Advisors Inc.	--	Mar 31, 26	-19.35K	--
Asset Allocation Strategies LLC	--	Mar 31, 26	-4.22K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-205.92K	--
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-51.14K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-8	--
Long Run Wealth Advisors, LLC	279.35K	Dec 31, 25	+8.67K	0.22%
COMERICA BANK	187.99K	Dec 31, 25	-3.96K	0.15%
Main Street Financial Solutions, LLC	50.29K	Dec 31, 25	+2.42K	0.04%
AIFG Consultants Ltd.	28.43K	Dec 31, 25	-11.19K	0.02%
Global Retirement Partners, LLC	16.35K	Dec 31, 25	+444	0.01%
GPS Wealth Strategies Group, LLC	4.33K	Dec 31, 25	-15.07K	0.00%
TUCKER ASSET MANAGEMENT LLC	3.38K	Dec 31, 25	+66	0.00%
Motiv8 Investments LLC	1.12K	Dec 31, 25	+1.12K	0.00%
First International Bank & Trust	205.97K	Sep 30, 25	-4.86K	0.16%
EWG Elevate Inc.	137.58K	Sep 30, 25	-66.12K	0.11%
COUNTRY CLUB BANK /GFN	42.17K	Sep 30, 25	+136	0.03%
Brueske Advisory Services, LLC	10.93K	Sep 30, 25	-2.50K	0.01%
Moloney Securities Asset Management, LLC	8.21K	Sep 30, 25	-325	0.01%
Lion Street Advisors, LLC	4.40K	Sep 30, 25	+236	0.00%
OPTIMUM INVESTMENT ADVISORS	1.90K	Sep 30, 25	--	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-60.69K	--
Vishria Bird Financial Group, LLC	--	Sep 30, 25	-15.14K	--
AVANTAX ADVISORY SERVICES, INC.	321.45K	Jun 30, 25	+18.00K	0.25%
Atria Wealth Solutions, Inc.	51.74K	Jun 30, 25	-61.63K	0.04%
Priebe Wealth Holdings LLC	19.50K	Jun 30, 25	+9.80K	0.02%
Tyler-Stone Wealth Management	17.65K	Jun 30, 25	-3.50K	0.01%
First Horizon Advisors, Inc.	6.77K	Jun 30, 25	-38	0.01%
Capital Market Strategies LLC	6.75K	Jun 30, 25	--	0.01%
Clarity Capital Partners LLC	4.23K	Jun 30, 25	+101	0.00%
Capital A Wealth Management, LLC	418	Jun 30, 25	+418	0.00%
Orion Portfolio Solutions, LLC	46.95K	Mar 31, 25	-1.26K	0.04%
Cutter & CO Brokerage, Inc.	--	Mar 31, 25	-4.39K	--
TAP Consulting, LLC	255.50K	Dec 31, 24	-3.56K	0.20%
BOSTON FINANCIAL MANGEMENT LLC	86.88K	Dec 31, 24	+3.96K	0.07%
WR Wealth Planners, LLC	79.91K	Dec 31, 24	-13	0.06%
Householder Group Estate & Retirement Specialist, LLC	47.22K	Dec 31, 24	+12.36K	0.04%
Treynor Bancshares, Inc.	11.18K	Dec 31, 24	-14.13K	0.01%
AlphaMark Advisors, LLC	5.73K	Dec 31, 24	--	0.00%
WINTRUST INVESTMENTS LLC	1.68K	Dec 31, 24	-52	0.00%
Sanctuary Wealth Management, L.L.C.	238	Dec 31, 24	--	0.00%
SignalPoint Asset Management, LLC	--	Dec 31, 24	-12.12K	--
Raymond James Financial Services Advisors, Inc.	1.74M	Sep 30, 24	-272.65K	1.36%
RAYMOND JAMES & ASSOCIATES	809.84K	Sep 30, 24	+45.96K	0.63%
Financial Planning & Information Services, Inc.	246.94K	Sep 30, 24	-26.02K	0.19%
Sweet Financial Partners, LLC	228.73K	Sep 30, 24	-709	0.18%
CEDRUS LLC	48.53K	Sep 30, 24	+24.21K	0.04%
VitalStone Financial, LLC	24.28K	Sep 30, 24	-5.54K	0.02%
RAYMOND JAMES TRUST N.A.	13.01K	Sep 30, 24	-45	0.01%
Kowal Investment Group, LLC	5.11K	Sep 30, 24	-149	0.00%
FinTrust Capital Advisors, LLC	1.24K	Sep 30, 24	-530	0.00%
Peterson Financial Group, Inc.	343	Sep 30, 24	+343	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	63.34K	Jun 30, 24	-2.06K	0.05%
ICA Group Wealth Management, LLC	3.95K	Jun 30, 24	-10.59K	0.00%
Cetera Advisor Networks LLC	336.96K	Mar 31, 24	-24.42K	0.26%
Cetera Advisors LLC	260.57K	Mar 31, 24	+172.59K	0.20%
Atlas Private Wealth Management	159.63K	Mar 31, 24	+1.61K	0.12%
Coppell Advisory Solutions Corp.	15.23K	Mar 31, 24	+15.23K	0.01%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	8.65K	Mar 31, 24	-2.32K	0.01%
InterOcean Capital Group, LLC	7.14K	Mar 31, 24	+7.14K	0.01%
Connectus Wealth, LLC	6.47K	Mar 31, 24	-2.30K	0.01%
FOCUS FINANCIAL NETWORK INC /ADV	13.70K	Dec 31, 23	+13.70K	0.01%
DFPG INVESTMENTS, LLC	13.41K	Dec 31, 23	-277	0.01%
TELEMUS CAPITAL, LLC	5.97K	Dec 31, 23	+5.97K	0.00%
Simplicity Solutions, LLC	4.50K	Dec 31, 23	-211	0.00%
WEALTHSOURCE PARTNERS, LLC	4.18K	Dec 31, 23	-990	0.00%
WealthOne, LLC	191.89K	Sep 30, 23	-6.15K	0.15%
3D/L Capital Management, LLC	68.92K	Sep 30, 23	-20.45K	0.05%
Truadvice, LLC	6.02K	Sep 30, 23	-4.17K	0.00%
Antonetti Capital Management LLC	340	Sep 30, 23	--	0.00%
BerganKDV Wealth Management, LLC	40.57K	Jun 30, 23	-1.24K	0.03%
First Capital Advisors Group, LLC.	11.84K	Jun 30, 23	+17	0.01%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-787	--
HARVEST GROUP WEALTH MANAGEMENT, LLC	158.77K	Mar 31, 23	-7.59K	0.12%
COMPASS FINANCIAL ADVISORS LLC	9.96K	Mar 31, 23	+698	0.01%
Catalyst Wealth Management, LLC	4.86K	Mar 31, 23	+120	0.00%
True Capital Management	4.80K	Mar 31, 23	-1.50K	0.00%
Ford Financial Group, LLC	--	Mar 31, 23	-41.98K	--
Laurel Wealth Advisors, Inc.	49.04K	Dec 31, 22	+920	0.04%
S.C. Financial Services, Inc.	10.19K	Dec 31, 22	+2.14K	0.01%
Sargent Bickham Lagudis LLC	583	Dec 31, 22	--	0.00%
Hightower 6M Holding, LLC	195.23K	Sep 30, 22	-11.91K	0.15%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	140.86K	Sep 30, 22	+6.99K	0.11%
Karp Capital Management Corp	116.92K	Sep 30, 22	-142.22K	0.09%
ACG Wealth	94.60K	Sep 30, 22	-2.71K	0.07%
American Portfolios Advisors	65.20K	Sep 30, 22	-12.61K	0.05%
Strategic Asset Management, LLC	500	Sep 30, 22	--	0.00%
B. Riley Wealth Management, Inc.	77.34K	Jun 30, 22	-19.16K	0.06%
Pinnacle Private Wealth, LLC	7.44K	Jun 30, 22	+903	0.01%
CORBETT ROAD CAPITAL MANAGEMENT, LLC	5.06K	Jun 30, 22	-8.14K	0.00%
BIVIN & ASSOCIATES, INC.	1.37K	Jun 30, 22	+1.37K	0.00%
Winfield Associates, Inc.	14.75K	Mar 31, 22	--	0.01%
PALLADIUM PARTNERS LLC	14.32K	Mar 31, 22	-3.30K	0.01%
Holloway Wealth Management, LLC	13.61K	Mar 31, 22	-51.62K	0.01%
Clear Perspective Advisors, LLC	392.65K	Dec 31, 21	-33.08K	0.31%
6 Meridian	256.64K	Dec 31, 21	+55.36K	0.20%
NEXT Financial Group, Inc	60.08K	Dec 31, 21	-11.85K	0.05%
Investors Financial Group, LLC	13.49K	Dec 31, 21	-83	0.01%
REILLY FINANCIAL ADVISORS, LLC	163	Dec 31, 21	--	0.00%
Landsberg, Bennett, & Dubbaneh LLC	471.82K	Sep 30, 21	-12.79K	0.37%
Ameritas Investment Company, LLC	281.58K	Sep 30, 21	+160.46K	0.22%
CAMG Solamere Management, LLC	108.89K	Sep 30, 21	-940	0.09%
Newport Wealth Strategies, Inc.	67.68K	Sep 30, 21	-4.14K	0.05%
Hochman Cole Investment Advisors, Inc.	48.19K	Sep 30, 21	+22.38K	0.04%
Cascadia Advisory Services, LLC	6.41K	Sep 30, 21	+197	0.01%
Sonora Investment Management, LLC	1.40K	Sep 30, 21	--	0.00%
BBVA USA	--	Sep 30, 21	-191	--
20/20 Capital Management, Inc.	104.30K	Jun 30, 21	+59.02K	0.08%
USCA RIA LLC	11.48K	Jun 30, 21	-1.20K	0.01%
FormulaFolio Investments, LLC	64	Jun 30, 21	--	0.00%
Pinnacle Advisory Group, Inc.	--	Mar 31, 21	-10.50K	--
OLD MISSION CAPITAL, LLC	101.02K	Dec 31, 20	+101.02K	0.08%
Winslow, Evans & Crocker, Inc.	1.82K	Dec 31, 20	+1.82K	0.00%
3D ASSET MANAGEMENT, INC	295.92K	Sep 30, 20	-22.47K	0.23%
First Allied Advisory Services, Inc.	285.78K	Sep 30, 20	-103	0.22%
SMITH CAPITAL MANAGEMENT INC /AR/ADV	81.12K	Sep 30, 20	+610	0.06%
Lucia Wealth Services, LLC	69.80K	Sep 30, 20	+9.64K	0.05%
Partnervest Advisory Services LLC	8.29K	Sep 30, 20	+8.29K	0.01%
LifePlan Financial Group, Inc	843	Sep 30, 20	--	0.00%
Watson Rebecca	--	Sep 30, 20	-150	--
ETRADE Capital Management LLC	--	Sep 30, 20	-4.83K	--
NORTHSTAR WEALTH PARTNERS LLC	--	Sep 30, 20	-13.81K	--
Global Financial Private Capital, Inc	240.76K	Jun 30, 20	-64.76K	0.19%
ACCURATE INVESTMENT SOLUTIONS, INC.	7.70K	Mar 31, 20	+7.70K	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	380.99K	Dec 31, 19	+72.56K	0.30%
Advisor Group, Inc.	365.68K	Dec 31, 19	+70.62K	0.29%
CAPITAL ONE, NATIONAL ASSOCIATION	16.45K	Dec 31, 19	+16.45K	0.01%
BB&T SECURITIES, LLC	332.42K	Sep 30, 19	+41.62K	0.26%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	22.08K	Sep 30, 19	-656	0.02%
Capital One Investing, Inc.	16.45K	Sep 30, 19	+1.45K	0.01%
SUNTRUST BANKS INC	12.61K	Sep 30, 19	+2.90K	0.01%
Wealth & Pension Services Group, Inc.	6.63K	Sep 30, 19	+180	0.01%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	4.92K	Sep 30, 19	--	0.00%
Premia Global Advisors, LLC	--	Sep 30, 19	-6.05K	--
Planning Solutions Group LLC	15.34K	Jun 30, 19	+24	0.01%
HL FINANCIAL SERVICES LLC	92.73K	Mar 31, 19	+85.01K	0.07%
RELIANCE TRUST CO OF DELAWARE	64.56K	Mar 31, 19	+8.22K	0.05%
BREMER TRUST NATIONAL ASSOCIATION	907	Dec 31, 18	+907	0.00%
SII INVESTMENTS INC/WI	124.78K	Dec 31, 17	-6.97K	0.10%
IFC Holdings Incorporated/FL	10.44K	Dec 31, 17	-61.15K	0.01%
BB&T INVESTMENT SERVICES, INC.	1.21K	Dec 31, 17	+538	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-7.89K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-14.91K	--
Commonwealth Equity Services, Inc	37.74K	Jun 30, 17	+22.91K	0.03%
Virtu KCG Holdings LLC	--	Jun 30, 17	-7.73K	--
MSI Financial Services Inc	60.73K	Dec 31, 16	+34.84K	0.05%
MANAGED ACCOUNT ADVISORS LLC	101	Jun 30, 15	+101	0.00%

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Holder

Date

Change

% Held

Trilogy Capital Inc.

574.77K

Jun 30, 26

+16.73K

0.45%

INSPIRION WEALTH ADVISORS, LLC

420.46K

Jun 30, 26

+24.82K

0.33%

Grove Bank & Trust

219.41K

Jun 30, 26

+10.98K

0.17%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

95.00K

Jun 30, 26

-29.66K

0.07%

Wisconsin Wealth Advisors, LLC

35.17K

Jun 30, 26

-90

0.03%

VisionPoint Advisory Group, LLC

29.71K

Jun 30, 26

-5.69K

0.02%

Dynamic Advisor Solutions LLC

17.11K

Jun 30, 26

+9.68K

0.01%

Ballew Advisors, Inc

12.38K

Jun 30, 26

+116

0.01%

PRIVATE CLIENT SERVICES, LLC

5.73K

Jun 30, 26

-429

0.00%

Noble Wealth Management PBC

2.27K

Jun 30, 26

+2.27K

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.65K

Jun 30, 26

0.00%

MORGAN STANLEY

15.35M

Mar 31, 26

+1.20M

12.02%

LPL Financial LLC

12.34M

Mar 31, 26

+825.74K

9.65%

WELLS FARGO & COMPANY/MN

5.78M

Mar 31, 26

+260.89K

4.53%

UBS Group AG

4.74M

Mar 31, 26

+124.56K

3.71%

RAYMOND JAMES FINANCIAL INC

4.11M

Mar 31, 26

+39.83K

3.21%

ROYAL BANK OF CANADA

3.24M

Mar 31, 26

+372.73K

2.54%

Cetera Investment Advisers

2.55M

Mar 31, 26

+171.65K

2.00%

BANK OF AMERICA CORP /DE/

2.00M

Mar 31, 26

+212.26K

1.57%

HighTower Advisors, LLC

1.87M

Mar 31, 26

+416.48K

1.46%

FIRST TRUST ADVISORS LP

1.52M

Mar 31, 26

+199.43K

1.19%

COMMONWEALTH EQUITY SERVICES, LLC

1.46M

Mar 31, 26

+283.48K

1.14%

Concurrent Investment Advisors, LLC

1.42M

Mar 31, 26

+217.02K

1.12%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.22M

Mar 31, 26

+175.64K

0.96%

Berger Financial Group, Inc

1.13M

Mar 31, 26

+72.76K

0.88%

Clearwater Capital Advisors, LLC

909.13K

Mar 31, 26

+56.51K

0.71%

Harvest Investment Services, LLC

895.65K

Mar 31, 26

+155.28K

0.70%

ENVESTNET ASSET MANAGEMENT INC

882.35K

Mar 31, 26

+63.34K

0.69%

Csenge Advisory Group

833.48K

Mar 31, 26

+12.33K

0.65%

Cambridge Investment Research Advisors, Inc.

740.87K

Mar 31, 26

+185.33K

0.58%

HARBOUR INVESTMENTS, INC.

730.62K

Mar 31, 26

+201.72K

0.57%

STIFEL FINANCIAL CORP

706.89K

Mar 31, 26

-27.61K

0.55%

ADVISOR GROUP HOLDINGS, INC.

692.48K

Mar 31, 26

+19.56K

0.54%

ASSETMARK, INC

657.29K

Mar 31, 26

+46.91K

0.51%

JONES FINANCIAL COMPANIES LLLP

643.46K

Mar 31, 26

+261.00K

0.50%

Aaron Wealth Advisors LLC

610.23K

Mar 31, 26

+151.89K

0.48%

Private Advisor Group, LLC

584.45K

Mar 31, 26

+39.47K

0.46%

Prospera Financial Services Inc

536.68K

Mar 31, 26

+102.11K

0.42%

Heck Capital Advisors, LLC

528.38K

Mar 31, 26

-2.81K

0.41%

Baird Financial Group, Inc.

514.94K

Mar 31, 26

-39.27K

0.40%

CWM, LLC

483.12K

Mar 31, 26

+93.20K

0.38%

Brookstone Capital Management

452.62K

Mar 31, 26

-100

0.35%

Integrated Wealth Concepts LLC

447.06K

Mar 31, 26

+125.47K

0.35%

SEARCY FINANCIAL SERVICES INC /ADV

437.09K

Mar 31, 26

+14.92K

0.34%

Cerity Partners LLC

435.66K

Mar 31, 26

+643

0.34%

Walkner Condon Financial Advisors LLC

434.82K

Mar 31, 26

+13.89K

0.34%

Vestmark Advisory Solutions, Inc.

416.97K

Mar 31, 26

-143.95K

0.33%

KESTRA PRIVATE WEALTH SERVICES, LLC

405.77K

Mar 31, 26

+29.36K

0.32%

WILEY BROS.-AINTREE CAPITAL, LLC

397.68K

Mar 31, 26

-5.73K

0.31%

NewEdge Advisors, LLC

389.76K

Mar 31, 26

+68.75K

0.31%

London & Capital Asset Management Ltd

379.43K

Mar 31, 26

+16.63K

0.30%

Independent Advisor Alliance

374.70K

Mar 31, 26

+266.55K

0.29%

Carrera Capital Advisors

354.02K

Mar 31, 26

+164.46K

0.28%

American Financial Advisors, LLC

343.76K

Mar 31, 26

-912

0.27%

TL Private Wealth

337.11K

Mar 31, 26

+4.31K

0.26%

Rockefeller Capital Management L.P.

318.44K

Mar 31, 26

+4.40K

0.25%

Clear Creek Financial Management, LLC

316.30K

Mar 31, 26

+22.35K

0.25%

Fairvoy Private Wealth, LLC

315.36K

Mar 31, 26

+16.79K

0.25%

TD Capital Management LLC

314.94K

Mar 31, 26

+7.58K

0.25%

Prism Advisors, Inc.

311.46K

Mar 31, 26

+6.07K

0.24%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

304.75K

Mar 31, 26

-20.32K

0.24%

IFP Advisors, Inc

295.17K

Mar 31, 26

-11.75K

0.23%

Commonwealth Financial Services, LLC

294.03K

Mar 31, 26

+289.98K

0.23%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

291.82K

Mar 31, 26

-11.33K

0.23%

Secure Asset Management, LLC

278.06K

Mar 31, 26

+25.43K

0.22%

Weitzel Financial Services, Inc.

263.94K

Mar 31, 26

+13.82K

0.21%

Kestra Advisory Services, LLC

260.48K

Mar 31, 26

-10.87K

0.20%

TRUIST FINANCIAL CORP

258.68K

Mar 31, 26

+16.87K

0.20%

MERCER GLOBAL ADVISORS INC /ADV

255.77K

Mar 31, 26

+250.78K

0.20%

ADAMSBROWN WEALTH CONSULTANTS LLC

252.41K

Mar 31, 26

+28.98K

0.20%

Centennial Wealth Advisory LLC

250.99K

Mar 31, 26

+119.19K

0.20%

Foundations Investment Advisors, LLC

238.63K

Mar 31, 26

-5.53K

0.19%

Per Stirling Capital Management, LLC.

234.89K

Mar 31, 26

+66.41K

0.18%

Geneos Wealth Management Inc.

234.21K

Mar 31, 26

+36.11K

0.18%

Redhawk Wealth Advisors, Inc.

227.84K

Mar 31, 26

+23.10K

0.18%

PFS Partners, LLC

224.89K

Mar 31, 26

+5.06K

0.18%

MML INVESTORS SERVICES, LLC

217.22K

Mar 31, 26

-9.18K

0.17%

Petix & Botte Co

213.51K

Mar 31, 26

-12.53K

0.17%

Grove Bank & Trust

208.44K

Mar 31, 26

+11.73K

0.16%

WESBANCO BANK INC

206.78K

Mar 31, 26

+67.77K

0.16%

Ameritas Investment Partners, Inc.

203.67K

Mar 31, 26

+5.88K

0.16%

FIFTH THIRD BANCORP

196.11K

Mar 31, 26

+196.11K

0.15%

BELLEVUE ASSET MANAGEMENT, LLC

193.74K

Mar 31, 26

+2.47K

0.15%

CITIGROUP INC

189.09K

Mar 31, 26

+37.51K

0.15%

Mount Yale Investment Advisors, LLC

187.01K

Mar 31, 26

-149.07K

0.15%

Darwin Wealth Management, LLC

186.13K

Mar 31, 26

+11.67K

0.15%

Farther Finance Advisors, LLC

184.85K

Mar 31, 26

+67.25K

0.14%

LexAurum Advisors, LLC

184.09K

Mar 31, 26

+184.09K

0.14%

Janney Montgomery Scott LLC

182.01K

Mar 31, 26

+8.85K

0.14%

Ashton Thomas Private Wealth, LLC

178.79K

Mar 31, 26

+12.41K

0.14%

D.A. DAVIDSON & CO.

177.72K

Mar 31, 26

+39.62K

0.14%

TCP Asset Management, LLC

172.50K

Mar 31, 26

+4.91K

0.13%

Mutual Advisors, LLC

169.22K

Mar 31, 26

+16.43K

0.13%

STEPHENS INC /AR/

162.74K

Mar 31, 26

-195.85K

0.13%

Mainsail Financial Group, LLC

154.23K

Mar 31, 26

+9.14K

0.12%

Gateway Wealth Partners, LLC

152.99K

Mar 31, 26

+69.49K

0.12%

MRA Advisory Group

145.65K

Mar 31, 26

-87.18K

0.11%

EdgeRock Capital LLC

144.18K

Mar 31, 26

-27

0.11%

IMA Wealth, Inc.

142.24K

Mar 31, 26

+3.20K

0.11%

Fairway Financial, LLC

142.13K

Mar 31, 26

+2.61K

0.11%

OPPENHEIMER & CO INC

142.06K

Mar 31, 26

+45.12K

0.11%

MGO ONE SEVEN LLC

140.62K

Mar 31, 26

+19.26K

0.11%

Triumph Capital Management

140.25K

Mar 31, 26

+4.11K

0.11%

RiverTree Advisors, LLC

139.93K

Mar 31, 26

-30.78K

0.11%

Lunt Capital Management, Inc.

139.47K

Mar 31, 26

+11.02K

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

138.70K

Mar 31, 26

+94.90K

0.11%

Envestnet Portfolio Solutions, Inc.

137.70K

Mar 31, 26

-5.96K

0.11%

Snowden Capital Advisors LLC

131.99K

Mar 31, 26

+10.30K

0.10%

Colony Group, LLC

131.75K

Mar 31, 26

-47.60K

0.10%

GENESIS PRIVATE WEALTH, LLC

131.14K

Mar 31, 26

-427

0.10%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

124.67K

Mar 31, 26

+124.67K

0.10%

Sovran Advisors, LLC

122.57K

Mar 31, 26

+18.55K

0.10%

Vivaldi Capital Management LP

120.31K

Mar 31, 26

+9.26K

0.09%

RFG Advisory, LLC

120.24K

Mar 31, 26

+69.39K

0.09%

Summit Financial, LLC

119.02K

Mar 31, 26

+231

0.09%

Equitable Holdings, Inc.

116.73K

Mar 31, 26

+42.84K

0.09%

Heartland Bank & Trust Co

113.62K

Mar 31, 26

+113.62K

0.09%

Ameritas Advisory Services, LLC

104.16K

Mar 31, 26

-75.17K

0.08%

Stratos Wealth Partners, LTD.

102.13K

Mar 31, 26

-977

0.08%

THRIVENT FINANCIAL FOR LUTHERANS

100.59K

Mar 31, 26

-1.72K

0.08%

U.S. Capital Wealth Advisors, LLC

97.98K

Mar 31, 26

+88.64K

0.08%

Mariner, LLC

97.52K

Mar 31, 26

-231.93K

0.08%

WEDBUSH SECURITIES INC

95.37K

Mar 31, 26

-2.77K

0.07%

James J. Burns & Company, LLC

93.77K

Mar 31, 26

+3.63K

0.07%

JPMORGAN CHASE & CO

93.06K

Mar 31, 26

-166

0.07%

Ferguson Shapiro LLC

90.59K

Mar 31, 26

+5.19K

0.07%

EverSource Wealth Advisors, LLC

88.28K

Mar 31, 26

+88.28K

0.07%

JANE STREET GROUP, LLC

86.96K

Mar 31, 26

-581.19K

0.07%

Anfield Capital Management, LLC

85.02K

Mar 31, 26

+6.76K

0.07%

Friedenthal Financial

84.16K

Mar 31, 26

-81.02K

0.07%

Migdal Insurance & Financial Holdings Ltd.

80.92K

Mar 31, 26

-1.46K

0.06%

Braun-Bostich & Associates Inc.

76.86K

Mar 31, 26

+2.72K

0.06%

Claris Financial LLC

74.54K

Mar 31, 26

+5.13K

0.06%

Manhattan West Asset Management, LLC

73.61K

Mar 31, 26

-37.91K

0.06%

Continuum Advisory, LLC

73.11K

Mar 31, 26

-216

0.06%

Western Wealth Management, LLC

72.63K

Mar 31, 26

+62.44K

0.06%

Sigma Planning Corp

71.46K

Mar 31, 26

+3.41K

0.06%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

68.65K

Mar 31, 26

+1.41K

0.05%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

68.26K

Mar 31, 26

+1.09K

0.05%

FSB PREMIER WEALTH MANAGEMENT, INC.

68.01K

Mar 31, 26

+700

0.05%

Entruity Wealth, LLC

67.86K

Mar 31, 26

-1.25K

0.05%

Center for Financial Planning, Inc.

66.51K

Mar 31, 26

+540

0.05%

Dominguez Wealth Management Solutions, Inc.

65.86K

Mar 31, 26

+1.06K

0.05%

UBS ASSET MANAGEMENT AMERICAS INC

65.71K

Mar 31, 26

+65.71K

0.05%

SRS Capital Advisors, Inc.

64.36K

Mar 31, 26

-3.28K

0.05%

Hidden Cove Wealth Management, LLC

63.44K

Mar 31, 26

+51.29K

0.05%

CONDOR CAPITAL MANAGEMENT

62.70K

Mar 31, 26

+10.44K

0.05%

National Wealth Management Group, LLC

62.54K

Mar 31, 26

+227

0.05%

BENJAMIN EDWARDS INC

60.73K

Mar 31, 26

-74.07K

0.05%

Wealthcare Advisory Partners LLC

60.43K

Mar 31, 26

+5.14K

0.05%

Endowment Wealth Management, Inc.

58.23K

Mar 31, 26

+10.81K

0.05%

SILVER OAK SECURITIES, INCORPORATED

57.17K

Mar 31, 26

-61.65K

0.04%

CITY HOLDING CO

55.44K

Mar 31, 26

+647

0.04%

TBH Global Asset Management, LLC

54.38K

Mar 31, 26

-8.72K

0.04%

Abbot Financial Management, Inc.

54.03K

Mar 31, 26

+1.99K

0.04%

Golden State Wealth Management, LLC

53.55K

Mar 31, 26

+5.01K

0.04%

Steward Partners Investment Advisory, LLC

53.29K

Mar 31, 26

-18.72K

0.04%

Pine Valley Investments Ltd Liability Co

53.28K

Mar 31, 26

+6.00K

0.04%

Destiny Wealth Partners, LLC

53.19K

Mar 31, 26

-2.32K

0.04%

Stenger Family Office, LLC

53.10K

Mar 31, 26

+53.10K

0.04%

Atria Investments, Inc

53.04K

Mar 31, 26

-223.85K

0.04%

Insight Inv LLC

52.13K

Mar 31, 26

+4.90K

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

51.90K

Mar 31, 26

+14.17K

0.04%

MARINO, STRAM & ASSOCIATES LLC

51.51K

Mar 31, 26

+2.09K

0.04%

CAPTRUST FINANCIAL ADVISORS

50.09K

Mar 31, 26

-65.49K

0.04%

DAVENPORT & Co LLC

49.56K

Mar 31, 26

-77

0.04%

PARK AVENUE SECURITIES LLC

48.98K

Mar 31, 26

+15.64K

0.04%

Capital Investment Advisory Services, LLC

48.41K

Mar 31, 26

+37.83K

0.04%

Sanctuary Advisors, LLC

47.69K

Mar 31, 26

+318

0.04%

Independent Wealth Network Inc.

45.88K

Mar 31, 26

+45.88K

0.04%

Maridea Wealth Management LLC

45.82K

Mar 31, 26

+11.28K

0.04%

IHT Wealth Management, LLC

45.79K

Mar 31, 26

+1.28K

0.04%

VestGen Advisors, LLC

45.63K

Mar 31, 26

-3.16K

0.04%

Bigelow Investment Advisors, LLC

45.61K

Mar 31, 26

-3.76K

0.04%

Kerntke Otto McGlone Wealth Management Group

45.50K

Mar 31, 26

+15.04K

0.04%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

45.46K

Mar 31, 26

+9.21K

0.04%

Traction Financial Partners, LLC

43.93K

Mar 31, 26

-3.90K

0.03%

ENDEAVOR PRIVATE WEALTH, INC.

43.44K

Mar 31, 26

+43.44K

0.03%

Perigon Wealth Management, LLC

42.15K

Mar 31, 26

+2.50K

0.03%

FIRST NATIONAL BANK OF OMAHA

40.25K

Mar 31, 26

-1.76K

0.03%

Patten Group, Inc.

39.29K

Mar 31, 26

+1.13K

0.03%

Kovack Advisors, Inc.

39.25K

Mar 31, 26

+9.15K

0.03%

NewEdge Wealth, LLC

38.85K

Mar 31, 26

-6.31K

0.03%

Golden State Equity Partners

38.76K

Mar 31, 26

+17.23K

0.03%

Chris Bulman Inc

38.56K

Mar 31, 26

+2.41K

0.03%

Maia Wealth LLC

38.39K

Mar 31, 26

-1.06K

0.03%

COTTONWOOD CAPITAL ADVISORS, LLC

37.15K

Mar 31, 26

-997

0.03%

Ifrah Financial Services, Inc.

37.07K

Mar 31, 26

-1.60K

0.03%

Center For Asset Management LLC

36.99K

Mar 31, 26

+5.88K

0.03%

Midwest Financial Group LLC

36.94K

Mar 31, 26

+60

0.03%

Gladstone Institutional Advisory LLC

36.60K

Mar 31, 26

+8.72K

0.03%

Beacon Financial Advisory LLC

36.26K

Mar 31, 26

-28.71K

0.03%

Wisconsin Wealth Advisors, LLC

35.26K

Mar 31, 26

+2.49K

0.03%

Prime Capital Investment Advisors, LLC

33.69K

Mar 31, 26

-2.59K

0.03%

Belpointe Asset Management LLC

33.68K

Mar 31, 26

+1.09K

0.03%

Arcadia Wealth Management, Inc.

33.11K

Mar 31, 26

-1.40K

0.03%

IMG Wealth Management, Inc.

32.59K

Mar 31, 26

+32.53K

0.03%

ROMANO BROTHERS AND COMPANY

32.45K

Mar 31, 26

+32.45K

0.03%

AE Wealth Management LLC

32.34K

Mar 31, 26

+7.44K

0.03%

Kingsview Wealth Management, LLC

32.06K

Mar 31, 26

-616

0.03%

Team Financial Group, LLC

30.39K

Mar 31, 26

+5.88K

0.02%

J.W. COLE ADVISORS, INC.

30.12K

Mar 31, 26

+1.31K

0.02%

ATWOOD & PALMER INC

29.68K

Mar 31, 26

-1.15K

0.02%

Acorn Wealth Advisors, LLC

28.50K

Mar 31, 26

+3.63K

0.02%

Apollon Wealth Management, LLC

28.40K

Mar 31, 26

-16.35K

0.02%

Advisory Services Network, LLC

27.59K

Mar 31, 26

+723

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

27.49K

Mar 31, 26

-4.25K

0.02%

Raab & Moskowitz Asset Management LLC

26.36K

Mar 31, 26

+483

0.02%

Chicago Partners Investment Group LLC

26.07K

Mar 31, 26

-1.48K

0.02%

Perennial Investment Advisors, LLC

25.53K

Mar 31, 26

-645

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

24.09K

Mar 31, 26

-1.17K

0.02%

Prosperity Consulting Group, LLC

23.69K

Mar 31, 26

-991

0.02%

CreativeOne Wealth, LLC

23.55K

Mar 31, 26

+4.25K

0.02%

BARRETT & COMPANY, INC.

23.07K

Mar 31, 26

-1.10K

0.02%

SMART Wealth LLC

23.07K

Mar 31, 26

+3.05K

0.02%

TCFG WEALTH MANAGEMENT, LLC

22.85K

Mar 31, 26

-665

0.02%

Bank of New York Mellon Corp

22.21K

Mar 31, 26

+4.81K

0.02%

Synergy Asset Management, LLC

22.05K

Mar 31, 26

+22.05K

0.02%

Keystone Wealth Services, LLC

20.86K

Mar 31, 26

-2.29K

0.02%

Helium Advisors LLC

20.86K

Mar 31, 26

+210

0.02%

CENTAURUS FINANCIAL, INC.

20.58K

Mar 31, 26

+13.97K

0.02%

Sowell Financial Services LLC

20.36K

Mar 31, 26

-1.29K

0.02%

WIN ADVISORS, INC

20.11K

Mar 31, 26

+20.11K

0.02%

Simplicity Wealth,LLC

20.04K

Mar 31, 26

+5.35K

0.02%

Brinker Capital Investments, LLC

19.75K

Mar 31, 26

-1.01K

0.02%

Arkadios Wealth Advisors

19.37K

Mar 31, 26

+3.20K

0.02%

Ausdal Financial Partners, Inc.

18.66K

Mar 31, 26

+1.94K

0.01%

Resources Investment Advisors, LLC.

18.48K

Mar 31, 26

+3.04K

0.01%

Avestar Capital, LLC

18.25K

Mar 31, 26

-2.38K

0.01%

Wealth Watch Advisors, INC

18.14K

Mar 31, 26

+980

0.01%

Paradigm Financial Partners, LLC

18.04K

Mar 31, 26

+18.04K

0.01%

Ambassador Advisors, LLC

18.00K

Mar 31, 26

+1.36K

0.01%

Morey & Quinn Wealth Partners, LLC

17.83K

Mar 31, 26

-20

0.01%

PRIVATE TRUST CO NA

17.49K

Mar 31, 26

-3.17K

0.01%

IAMS WEALTH MANAGEMENT, LLC

17.48K

Mar 31, 26

-748

0.01%

CALTON & ASSOCIATES, INC.

17.36K

Mar 31, 26

-530

0.01%

BostonPremier Wealth LLC

17.14K

Mar 31, 26

-2.86K

0.01%

Towerpoint Wealth, LLC

16.98K

Mar 31, 26

+148

0.01%

Farmers & Merchants Trust Co of Long Beach

16.50K

Mar 31, 26

0.01%

Stratos Wealth Advisors, LLC

16.39K

Mar 31, 26

+1.43K

0.01%

Pensionmark Financial Group, LLC

16.37K

Mar 31, 26

+60

0.01%

Ascent Group, LLC

15.77K

Mar 31, 26

-350

0.01%

StrongBox Wealth, LLC

15.47K

Mar 31, 26

-1.20K

0.01%

AVAII WEALTH MANAGEMENT, LLC

15.39K

Mar 31, 26

+510

0.01%

Robertson Stephens Wealth Management, LLC

15.10K

Mar 31, 26

+258

0.01%

Savvy Advisors, Inc.

15.08K

Mar 31, 26

+6.51K

0.01%

MAI Capital Management

15.00K

Mar 31, 26

-2.30K

0.01%

Argent Advisors, Inc.

14.92K

Mar 31, 26

+373

0.01%

Flaharty Asset Management, LLC

14.53K

Mar 31, 26

0.01%

Embree Financial Group

14.36K

Mar 31, 26

-2.85K

0.01%

Park Square Financial Group, LLC

14.29K

Mar 31, 26

-2.28K

0.01%

LaSalle St. Investment Advisors, LLC

14.19K

Mar 31, 26

-112

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

14.12K

Mar 31, 26

+946

0.01%

Hamilton Wealth, LLC

13.70K

Mar 31, 26

-1.28K

0.01%

Financial Network Wealth Advisors LLC

13.60K

Mar 31, 26

+10.89K

0.01%

PRINCIPAL SECURITIES, INC.

13.58K

Mar 31, 26

+1.77K

0.01%

Creative Planning

13.57K

Mar 31, 26

+4.22K

0.01%

O'Connor Financial Group LLC

13.09K

Mar 31, 26

-12

0.01%

Valley Financial Group, Inc.

12.82K

Mar 31, 26

+660

0.01%

CMC Financial Group

12.71K

Mar 31, 26

+12.71K

0.01%

COLUMBIA ADVISORY PARTNERS LLC

12.29K

Mar 31, 26

-2.01K

0.01%

Barnes Dennig Private Wealth Management LLC

12.22K

Mar 31, 26

+8.79K

0.01%

HighPoint Advisor Group LLC

12.18K

Mar 31, 26

-819

0.01%

PARK NATIONAL CORP /OH/

11.94K

Mar 31, 26

+11.94K

0.01%

NBC SECURITIES, INC.

11.88K

Mar 31, 26

+221

0.01%

INTEGRITY WEALTH ADVISORS, INC.

11.85K

Mar 31, 26

+5.38K

0.01%

Rehmann Capital Advisory Group

11.61K

Mar 31, 26

+514

0.01%

WCG Wealth Advisors LLC

11.53K

Mar 31, 26

+527

0.01%

Smart Portfolios, LLC

11.43K

Mar 31, 26

+360

0.01%

Southland Equity Partners LLC

11.38K

Mar 31, 26

+11.38K

0.01%

Summit Wealth Partners, LLC

11.32K

Mar 31, 26

-100

0.01%

626 Financial, LLC

11.19K

Mar 31, 26

-1.64K

0.01%

Beacon Pointe Advisors, LLC

11.03K

Mar 31, 26

-916

0.01%

GeoWealth Management, LLC

10.61K

Mar 31, 26

+629

0.01%

Integrated Advisors Network LLC

10.45K

Mar 31, 26

+1.97K

0.01%

Triad Wealth Partners, LLC

10.39K

Mar 31, 26

+2.69K

0.01%

Capital CS Group, LLC

10.25K

Mar 31, 26

+30

0.01%

Ritter Daniher Financial Advisory LLC / DE

10.19K

Mar 31, 26

+10.19K

0.01%

SSI INVESTMENT MANAGEMENT LLC

10.02K

Mar 31, 26

-73

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

9.93K

Mar 31, 26

-3.33K

0.01%

Quantinno Capital Management LP

9.91K

Mar 31, 26

0.01%

ARBOR CAPITAL MANAGEMENT INC /ADV

9.87K

Mar 31, 26

0.01%

Meridian Wealth Management, LLC

9.41K

Mar 31, 26

-582

0.01%

WEALTH EFFECTS LLC

9.39K

Mar 31, 26

0.01%

Goldstone Financial Group, LLC

9.26K

Mar 31, 26

-367

0.01%

Proactive Wealth Strategies LLC

9.21K

Mar 31, 26

+4.52K

0.01%

Plotkin Financial Advisors, LLC

9.20K

Mar 31, 26

+9.20K

0.01%

BURKE & HERBERT BANK & TRUST CO

9.05K

Mar 31, 26

+3.31K

0.01%

PFG Advisors

8.75K

Mar 31, 26

-560

0.01%

Narwhal Capital Management

8.75K

Mar 31, 26

-1.91K

0.01%

Family Legacy, Inc.

8.51K

Mar 31, 26

0.01%

TradeWell Securities, LLC.

8.36K

Mar 31, 26

+8.36K

0.01%

SUMMIT WEALTH GROUP LLC / CO

8.30K

Mar 31, 26

-2.49K

0.01%

Waldron Private Wealth LLC

8.16K

Mar 31, 26

-9.32K

0.01%

Cornell Pochily Investment Advisors, Inc.

8.13K

Mar 31, 26

-8.24K

0.01%

Claro Advisors LLC

7.96K

Mar 31, 26

-1.11K

0.01%

WINEBRENNER CAPITAL MANAGEMENT LLC

7.91K

Mar 31, 26

-531

0.01%

Laraway Financial Advisors Inc

7.86K

Mar 31, 26

-245

0.01%

Leo Wealth, LLC

7.68K

Mar 31, 26

+7.68K

0.01%

1776 Wealth LLC

7.67K

Mar 31, 26

0.01%

Dynamic Advisor Solutions LLC

7.42K

Mar 31, 26

-1.97K

0.01%

Strategic Financial Concepts, LLC

7.38K

Mar 31, 26

+7.38K

0.01%

Spire Wealth Management

7.28K

Mar 31, 26

+1.54K

0.01%

NBT BANK N A /NY

7.24K

Mar 31, 26

+7.19K

0.01%

Platform Technology Partners

7.23K

Mar 31, 26

0.01%

HBW Advisory Services LLC

7.22K

Mar 31, 26

-5.99K

0.01%

CHIRON CAPITAL MANAGEMENT, LLC

6.99K

Mar 31, 26

+6.99K

0.01%

WEST MICHIGAN ADVISORS, LLC

6.94K

Mar 31, 26

+210

0.01%

Wealth Management Associates, Inc.

6.71K

Mar 31, 26

+10

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

6.69K

Mar 31, 26

+824

0.01%

SAPIENT CAPITAL LLC

6.68K

Mar 31, 26

+6.68K

0.01%

RETIREMENT INCOME SOLUTIONS, INC

6.63K

Mar 31, 26

+49

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

6.46K

Mar 31, 26

+326

0.01%

Focus Financial Network, Inc.

6.46K

Mar 31, 26

-370

0.01%

Certified Advisory Corp

6.45K

Mar 31, 26

+200

0.01%

TFB Advisors LLC

6.11K

Mar 31, 26

-7.40K

0.00%

BlueChip Wealth Advisors LLC

6.08K

Mar 31, 26

-1.10K

0.00%

Sargent Investment Group, LLC

6.04K

Mar 31, 26

-2.00K

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

6.00K

Mar 31, 26

+6.00K

0.00%

Archer Investment Corp

5.96K

Mar 31, 26

-46

0.00%

Luminist Capital LLC

5.94K

Mar 31, 26

0.00%

Rossby Financial, LCC

5.92K

Mar 31, 26

+335

0.00%

MPWM ADVISORY SOLUTIONS, LLC

5.84K

Mar 31, 26

+87

0.00%

Merkkuri Wealth Advisors LLC

5.76K

Mar 31, 26

+38

0.00%

Signal Advisors Wealth, LLC

5.75K

Mar 31, 26

-276

0.00%

Smartleaf Asset Management LLC

5.70K

Mar 31, 26

+1.98K

0.00%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

5.62K

Mar 31, 26

-7.08K

0.00%

Grantvest Financial Group LLC

5.55K

Mar 31, 26

+5.55K

0.00%

Holos Integrated Wealth LLC

5.52K

Mar 31, 26

+1.03K

0.00%

RETIREMENT GUYS FORMULA LLC

5.48K

Mar 31, 26

+233

0.00%

TITLEIST ASSET MANAGEMENT, LLC

5.35K

Mar 31, 26

+611

0.00%

Balboa Wealth Partners

5.31K

Mar 31, 26

+170

0.00%

Jaffetilchin Investment Partners, LLC

5.31K

Mar 31, 26

-965

0.00%

Cypress Capital Group

5.30K

Mar 31, 26

-13.70K

0.00%

Ancora Advisors, LLC

5.29K

Mar 31, 26

0.00%

Vise Technologies, Inc.

5.09K

Mar 31, 26

0.00%

NOVEM GROUP

5.08K

Mar 31, 26

+5.08K

0.00%

Essex LLC

5.08K

Mar 31, 26

0.00%

Tidemark, LLC

4.95K

Mar 31, 26

0.00%

Waterloo Capital, L.P.

4.90K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

4.77K

Mar 31, 26

-266

0.00%

RMR Wealth Builders

4.75K

Mar 31, 26

-85

0.00%

Trueblood Wealth Management, LLC

4.74K

Mar 31, 26

+18

0.00%

Genesee Capital Advisors, LLC

4.72K

Mar 31, 26

+40

0.00%

DAYMARK WEALTH PARTNERS, LLC

4.69K

Mar 31, 26

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

4.59K

Mar 31, 26

+4.59K

0.00%

TrueWealth Advisors, LLC

4.58K

Mar 31, 26

-1.22K

0.00%

Occidental Asset Management, LLC

4.52K

Mar 31, 26

+4.52K

0.00%

Koshinski Asset Management, Inc.

4.51K

Mar 31, 26

-513

0.00%

Mosley Wealth Management

4.48K

Mar 31, 26

+35

0.00%

Dorsey & Whitney Trust CO LLC

4.45K

Mar 31, 26

-16

0.00%

ZACKS INVESTMENT MANAGEMENT

4.30K

Mar 31, 26

0.00%

Talon Private Wealth, LLC

4.28K

Mar 31, 26

+4.28K

0.00%

Betterment LLC

4.24K

Mar 31, 26

+137

0.00%

AdvisorNet Financial, Inc

4.21K

Mar 31, 26

-47

0.00%

Moment Partners, LLC

4.15K

Mar 31, 26

+4.15K

0.00%

Strategic Blueprint, LLC

4.15K

Mar 31, 26

-33

0.00%

Kaydan Wealth Management, Inc.

4.13K

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

4.10K

Mar 31, 26

+350

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

3.95K

Mar 31, 26

+399

0.00%

BLAIR WILLIAM & CO/IL

3.20K

Mar 31, 26

-191

0.00%

Larson Financial Group LLC

3.00K

Mar 31, 26

+157

0.00%

FIRST HORIZON CORP

2.87K

Mar 31, 26

0.00%

Parallel Advisors, LLC

2.87K

Mar 31, 26

-3.35K

0.00%

US BANCORP \DE\

2.60K

Mar 31, 26

-1.64K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.35K

Mar 31, 26

-320

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

2.20K

Mar 31, 26

+2.20K

0.00%

MTM Investment Management, LLC

2.17K

Mar 31, 26

0.00%

Allworth Financial LP

1.94K

Mar 31, 26

-6.24K

0.00%

IFG Advisory, LLC

1.78K

Mar 31, 26

-7.14K

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.65K

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

1.31K

Mar 31, 26

+574

0.00%

Raleigh Capital Management Inc.

1.18K

Mar 31, 26

-43

0.00%

GILL CAPITAL PARTNERS, LLC

1.09K

Mar 31, 26

+1.09K

0.00%

Wagner Wealth Management, LLC

1.02K

Mar 31, 26

+10

0.00%

HAZLETT, BURT & WATSON, INC.

900

Mar 31, 26

0.00%

Smithfield Trust Co

725

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

702

Mar 31, 26

+702

0.00%

Aptus Capital Advisors, LLC

550

Mar 31, 26

-275

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

550

Mar 31, 26

+550

0.00%

WOLFF WIESE MAGANA LLC

540

Mar 31, 26

+540

0.00%

DHJJ Financial Advisors, Ltd.

525

Mar 31, 26

0.00%

Y.D. More Investments Ltd

450

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

413

Mar 31, 26

-29

0.00%

True Wealth Design, LLC

400

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

335

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

284

Mar 31, 26

-63

0.00%

Cheviot Value Management, LLC

255

Mar 31, 26

0.00%

First Command Advisory Services, Inc.

244

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

223

Mar 31, 26

-13

0.00%

FMR LLC

212

Mar 31, 26

+212

0.00%

CULLEN/FROST BANKERS, INC.

160

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

127

Mar 31, 26

+56

0.00%

Avion Wealth

122

Mar 31, 26

0.00%

Greykasell Wealth Strategies, Inc.

121

Mar 31, 26

+121

0.00%

CURIO WEALTH, LLC

100

Mar 31, 26

0.00%

AMERICAN NATIONAL BANK

Mar 31, 26

0.00%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

Synergy Investment Management, LLC

Mar 31, 26

+62

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

+30

0.00%

Caitlin John, LLC

Mar 31, 26

0.00%

Dunhill Financial, LLC

Mar 31, 26

+38

0.00%

Clearstead Advisors, LLC

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

Mar 31, 26

0.00%

GKV Capital Management Co., Inc.

Mar 31, 26

+32

0.00%

Financial Gravity Asset Management, Inc.

Mar 31, 26

-319

0.00%

Elevated Capital Advisors, LLC

Mar 31, 26

0.00%

Spurstone Advisory Services, LLC

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

SBI Securities Co., Ltd.

Mar 31, 26

-1

0.00%

Coastal Investment Advisors, Inc.

Mar 31, 26

0.00%

AMERIPRISE FINANCIAL INC

Mar 31, 26

-4.80K

Capital Analysts, LLC

Mar 31, 26

-125

Camelot Portfolios, LLC

Mar 31, 26

-154

TrueWealth Financial Partners

Mar 31, 26

-29.78K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-1.38K

MARIPAU WEALTH MANAGEMENT LLC

Mar 31, 26

-4.09K

LAKE STREET FINANCIAL LLC

Mar 31, 26

-5.95K

Coppell Advisory Solutions LLC

Mar 31, 26

-90.74K

Wealthspire Advisors, LLC

Mar 31, 26

-8.31K

Trust Co

Mar 31, 26

-46

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-45.70K

Hilltop Holdings Inc.

Mar 31, 26

-22.13K

Pinnacle Family Advisors, LLC

Mar 31, 26

-12.03K

Elevation Capital Advisory, LLC

Mar 31, 26

-26.21K

Concentrum Wealth Management

Mar 31, 26

-14.54K

StoneX Group Inc.

Mar 31, 26

-29.98K

DUNCKER STREETT & CO INC

Mar 31, 26

-450

Stockman Wealth Management, Inc.

Mar 31, 26

-8.00K

Kingdom Financial Group LLC.

Mar 31, 26

-86

Global Assets Advisory, LLC

Mar 31, 26

-24.34K

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

-135

Arete Wealth Advisors, LLC

Mar 31, 26

-4.08K

MONEYWISE, INC.

Mar 31, 26

-4.24K

CITADEL ADVISORS LLC

Mar 31, 26

-133.80K

Clear Point Advisors Inc.

Mar 31, 26

-19.35K

Asset Allocation Strategies LLC

Mar 31, 26

-4.22K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-205.92K

OLD MISSION CAPITAL LLC

Mar 31, 26

-51.14K

Tower Research Capital LLC (TRC)

Mar 31, 26

-8

Long Run Wealth Advisors, LLC

279.35K

Dec 31, 25

+8.67K

0.22%

COMERICA BANK

187.99K

Dec 31, 25

-3.96K

0.15%

Main Street Financial Solutions, LLC

50.29K

Dec 31, 25

+2.42K

0.04%

AIFG Consultants Ltd.

28.43K

Dec 31, 25

-11.19K

0.02%

Global Retirement Partners, LLC

16.35K

Dec 31, 25

+444

0.01%

GPS Wealth Strategies Group, LLC

4.33K

Dec 31, 25

-15.07K

0.00%

TUCKER ASSET MANAGEMENT LLC

3.38K

Dec 31, 25

+66

0.00%

Motiv8 Investments LLC

1.12K

Dec 31, 25

+1.12K

0.00%

First International Bank & Trust

205.97K

Sep 30, 25

-4.86K

0.16%

EWG Elevate Inc.

137.58K

Sep 30, 25

-66.12K

0.11%

COUNTRY CLUB BANK /GFN

42.17K

Sep 30, 25

+136

0.03%

Brueske Advisory Services, LLC

10.93K

Sep 30, 25

-2.50K

0.01%

Moloney Securities Asset Management, LLC

8.21K

Sep 30, 25

-325

0.01%

Lion Street Advisors, LLC

4.40K

Sep 30, 25

+236

0.00%

OPTIMUM INVESTMENT ADVISORS

1.90K

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-60.69K

Vishria Bird Financial Group, LLC

Sep 30, 25

-15.14K

AVANTAX ADVISORY SERVICES, INC.

321.45K

Jun 30, 25

+18.00K

0.25%

Atria Wealth Solutions, Inc.

51.74K

Jun 30, 25

-61.63K

0.04%

Priebe Wealth Holdings LLC

19.50K

Jun 30, 25

+9.80K

0.02%

Tyler-Stone Wealth Management

17.65K

Jun 30, 25

-3.50K

0.01%

First Horizon Advisors, Inc.

6.77K

Jun 30, 25

-38

0.01%

Capital Market Strategies LLC

6.75K

Jun 30, 25

0.01%

Clarity Capital Partners LLC

4.23K

Jun 30, 25

+101

0.00%

Capital A Wealth Management, LLC

418

Jun 30, 25

+418

0.00%

Orion Portfolio Solutions, LLC

46.95K

Mar 31, 25

-1.26K

0.04%

Cutter & CO Brokerage, Inc.

Mar 31, 25

-4.39K

TAP Consulting, LLC

255.50K

Dec 31, 24

-3.56K

0.20%

BOSTON FINANCIAL MANGEMENT LLC

86.88K

Dec 31, 24

+3.96K

0.07%

WR Wealth Planners, LLC

79.91K

Dec 31, 24

-13

0.06%

Householder Group Estate & Retirement Specialist, LLC

47.22K

Dec 31, 24

+12.36K

0.04%

Treynor Bancshares, Inc.

11.18K

Dec 31, 24

-14.13K

0.01%

AlphaMark Advisors, LLC

5.73K

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

1.68K

Dec 31, 24

-52

0.00%

Sanctuary Wealth Management, L.L.C.

238

Dec 31, 24

0.00%

SignalPoint Asset Management, LLC

Dec 31, 24

-12.12K

Raymond James Financial Services Advisors, Inc.

1.74M

Sep 30, 24

-272.65K

1.36%

RAYMOND JAMES & ASSOCIATES

809.84K

Sep 30, 24

+45.96K

0.63%

Financial Planning & Information Services, Inc.

246.94K

Sep 30, 24

-26.02K

0.19%

Sweet Financial Partners, LLC

228.73K

Sep 30, 24

-709

0.18%

CEDRUS LLC

48.53K

Sep 30, 24

+24.21K

0.04%

VitalStone Financial, LLC

24.28K

Sep 30, 24

-5.54K

0.02%

RAYMOND JAMES TRUST N.A.

13.01K

Sep 30, 24

-45

0.01%

Kowal Investment Group, LLC

5.11K

Sep 30, 24

-149

0.00%

FinTrust Capital Advisors, LLC

1.24K

Sep 30, 24

-530

0.00%

Peterson Financial Group, Inc.

343

Sep 30, 24

+343

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

63.34K

Jun 30, 24

-2.06K

0.05%

ICA Group Wealth Management, LLC

3.95K

Jun 30, 24

-10.59K

0.00%

Cetera Advisor Networks LLC

336.96K

Mar 31, 24

-24.42K

0.26%

Cetera Advisors LLC

260.57K

Mar 31, 24

+172.59K

0.20%

Atlas Private Wealth Management

159.63K

Mar 31, 24

+1.61K

0.12%

Coppell Advisory Solutions Corp.

15.23K

Mar 31, 24

+15.23K

0.01%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

8.65K

Mar 31, 24

-2.32K

0.01%

InterOcean Capital Group, LLC

7.14K

Mar 31, 24

+7.14K

0.01%

Connectus Wealth, LLC

6.47K

Mar 31, 24

-2.30K

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

13.70K

Dec 31, 23

+13.70K

0.01%

DFPG INVESTMENTS, LLC

13.41K

Dec 31, 23

-277

0.01%

TELEMUS CAPITAL, LLC

5.97K

Dec 31, 23

+5.97K

0.00%

Simplicity Solutions, LLC

4.50K

Dec 31, 23

-211

0.00%

WEALTHSOURCE PARTNERS, LLC

4.18K

Dec 31, 23

-990

0.00%

WealthOne, LLC

191.89K

Sep 30, 23

-6.15K

0.15%

3D/L Capital Management, LLC

68.92K

Sep 30, 23

-20.45K

0.05%

Truadvice, LLC

6.02K

Sep 30, 23

-4.17K

0.00%

Antonetti Capital Management LLC

340

Sep 30, 23

0.00%

BerganKDV Wealth Management, LLC

40.57K

Jun 30, 23

-1.24K

0.03%

First Capital Advisors Group, LLC.

11.84K

Jun 30, 23

+17

0.01%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-787

HARVEST GROUP WEALTH MANAGEMENT, LLC

158.77K

Mar 31, 23

-7.59K

0.12%

COMPASS FINANCIAL ADVISORS LLC

9.96K

Mar 31, 23

+698

0.01%

Catalyst Wealth Management, LLC

4.86K

Mar 31, 23

+120

0.00%

True Capital Management

4.80K

Mar 31, 23

-1.50K

0.00%

Ford Financial Group, LLC

Mar 31, 23

-41.98K

Laurel Wealth Advisors, Inc.

49.04K

Dec 31, 22

+920

0.04%

S.C. Financial Services, Inc.

10.19K

Dec 31, 22

+2.14K

0.01%

Sargent Bickham Lagudis LLC

583

Dec 31, 22

0.00%

Hightower 6M Holding, LLC

195.23K

Sep 30, 22

-11.91K

0.15%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

140.86K

Sep 30, 22

+6.99K

0.11%

Karp Capital Management Corp

116.92K

Sep 30, 22

-142.22K

0.09%

ACG Wealth

94.60K

Sep 30, 22

-2.71K

0.07%

American Portfolios Advisors

65.20K

Sep 30, 22

-12.61K

0.05%

Strategic Asset Management, LLC

500

Sep 30, 22

0.00%

B. Riley Wealth Management, Inc.

77.34K

Jun 30, 22

-19.16K

0.06%

Pinnacle Private Wealth, LLC

7.44K

Jun 30, 22

+903

0.01%

CORBETT ROAD CAPITAL MANAGEMENT, LLC

5.06K

Jun 30, 22

-8.14K

0.00%

BIVIN & ASSOCIATES, INC.

1.37K

Jun 30, 22

+1.37K

0.00%

Winfield Associates, Inc.

14.75K

Mar 31, 22

0.01%

PALLADIUM PARTNERS LLC

14.32K

Mar 31, 22

-3.30K

0.01%

Holloway Wealth Management, LLC

13.61K

Mar 31, 22

-51.62K

0.01%

Clear Perspective Advisors, LLC

392.65K

Dec 31, 21

-33.08K

0.31%

6 Meridian

256.64K

Dec 31, 21

+55.36K

0.20%

NEXT Financial Group, Inc

60.08K

Dec 31, 21

-11.85K

0.05%

Investors Financial Group, LLC

13.49K

Dec 31, 21

-83

0.01%

REILLY FINANCIAL ADVISORS, LLC

163

Dec 31, 21

0.00%

Landsberg, Bennett, & Dubbaneh LLC

471.82K

Sep 30, 21

-12.79K

0.37%

Ameritas Investment Company, LLC

281.58K

Sep 30, 21

+160.46K

0.22%

CAMG Solamere Management, LLC

108.89K

Sep 30, 21

-940

0.09%

Newport Wealth Strategies, Inc.

67.68K

Sep 30, 21

-4.14K

0.05%

Hochman Cole Investment Advisors, Inc.

48.19K

Sep 30, 21

+22.38K

0.04%

Cascadia Advisory Services, LLC

6.41K

Sep 30, 21

+197

0.01%

Sonora Investment Management, LLC

1.40K

Sep 30, 21

0.00%

BBVA USA

Sep 30, 21

-191

20/20 Capital Management, Inc.

104.30K

Jun 30, 21

+59.02K

0.08%

USCA RIA LLC

11.48K

Jun 30, 21

-1.20K

0.01%

FormulaFolio Investments, LLC

Jun 30, 21

0.00%

Pinnacle Advisory Group, Inc.

Mar 31, 21

-10.50K

OLD MISSION CAPITAL, LLC

101.02K

Dec 31, 20

+101.02K

0.08%

Winslow, Evans & Crocker, Inc.

1.82K

Dec 31, 20

+1.82K

0.00%

3D ASSET MANAGEMENT, INC

295.92K

Sep 30, 20

-22.47K

0.23%

First Allied Advisory Services, Inc.

285.78K

Sep 30, 20

-103

0.22%

SMITH CAPITAL MANAGEMENT INC /AR/ADV

81.12K

Sep 30, 20

+610

0.06%

Lucia Wealth Services, LLC

69.80K

Sep 30, 20

+9.64K

0.05%

Partnervest Advisory Services LLC

8.29K

Sep 30, 20

+8.29K

0.01%

LifePlan Financial Group, Inc

843

Sep 30, 20

0.00%

Watson Rebecca

Sep 30, 20

-150

ETRADE Capital Management LLC

Sep 30, 20

-4.83K

NORTHSTAR WEALTH PARTNERS LLC

Sep 30, 20

-13.81K

Global Financial Private Capital, Inc

240.76K

Jun 30, 20

-64.76K

0.19%

ACCURATE INVESTMENT SOLUTIONS, INC.

7.70K

Mar 31, 20

+7.70K

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

380.99K

Dec 31, 19

+72.56K

0.30%

Advisor Group, Inc.

365.68K

Dec 31, 19

+70.62K

0.29%

CAPITAL ONE, NATIONAL ASSOCIATION

16.45K

Dec 31, 19

+16.45K

0.01%

BB&T SECURITIES, LLC

332.42K

Sep 30, 19

+41.62K

0.26%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

22.08K

Sep 30, 19

-656

0.02%

Capital One Investing, Inc.

16.45K

Sep 30, 19

+1.45K

0.01%

SUNTRUST BANKS INC

12.61K

Sep 30, 19

+2.90K

0.01%

Wealth & Pension Services Group, Inc.

6.63K

Sep 30, 19

+180

0.01%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

4.92K

Sep 30, 19

0.00%

Premia Global Advisors, LLC

Sep 30, 19

-6.05K

Planning Solutions Group LLC

15.34K

Jun 30, 19

+24

0.01%

HL FINANCIAL SERVICES LLC

92.73K

Mar 31, 19

+85.01K

0.07%

RELIANCE TRUST CO OF DELAWARE

64.56K

Mar 31, 19

+8.22K

0.05%

BREMER TRUST NATIONAL ASSOCIATION

907

Dec 31, 18

+907

0.00%

SII INVESTMENTS INC/WI

124.78K

Dec 31, 17

-6.97K

0.10%

IFC Holdings Incorporated/FL

10.44K

Dec 31, 17

-61.15K

0.01%

BB&T INVESTMENT SERVICES, INC.

1.21K

Dec 31, 17

+538

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-7.89K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-14.91K

Commonwealth Equity Services, Inc

37.74K

Jun 30, 17

+22.91K

0.03%

Virtu KCG Holdings LLC

Jun 30, 17

-7.73K

MSI Financial Services Inc

60.73K

Dec 31, 16

+34.84K

0.05%

MANAGED ACCOUNT ADVISORS LLC

101

Jun 30, 15

+101

0.00%