First Trust Low Duration Opportunities ETF(LMBS)

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First Trust Low Duration Opportunities ETF(LMBS)

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$49.60—

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LMBS(LMBS)

LMBS

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Institutional Ownership

Top 631 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	15.75M	Jun 30, 26	+396.52K	12.28%
LPL Financial LLC	13.75M	Jun 30, 26	+1.41M	10.72%
WELLS FARGO & COMPANY/MN	5.71M	Jun 30, 26	-75.60K	4.45%
UBS Group AG	4.96M	Jun 30, 26	+227.06K	3.87%
RAYMOND JAMES FINANCIAL INC	4.28M	Jun 30, 26	+168.56K	3.33%
ROYAL BANK OF CANADA	3.36M	Jun 30, 26	+115.40K	2.62%
Cetera Investment Advisers	2.74M	Jun 30, 26	+186.00K	2.13%
HighTower Advisors, LLC	2.11M	Jun 30, 26	+241.40K	1.65%
BANK OF AMERICA CORP /DE/	2.03M	Jun 30, 26	+29.21K	1.58%
FIRST TRUST ADVISORS LP	1.82M	Jun 30, 26	+299.65K	1.42%
COMMONWEALTH EQUITY SERVICES, LLC	1.53M	Jun 30, 26	+73.91K	1.20%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.35M	Jun 30, 26	+128.97K	1.05%
Concurrent Investment Advisors, LLC	1.32M	Jun 30, 26	-109.49K	1.03%
Berger Financial Group, Inc	1.14M	Jun 30, 26	+11.77K	0.89%
ENVESTNET ASSET MANAGEMENT INC	1.02M	Jun 30, 26	+137.13K	0.79%
Clearwater Capital Advisors, LLC	952.24K	Jun 30, 26	+43.11K	0.74%
Harvest Investment Services, LLC	902.11K	Jun 30, 26	+6.46K	0.70%
Csenge Advisory Group	901.79K	Jun 30, 26	+68.32K	0.70%
Integrated Wealth Concepts LLC	823.39K	Jun 30, 26	+376.33K	0.64%
JONES FINANCIAL COMPANIES LLLP	799.68K	Jun 30, 26	+156.21K	0.62%
ADVISOR GROUP HOLDINGS, INC.	762.21K	Jun 30, 26	+69.72K	0.59%
Cambridge Investment Research Advisors, Inc.	749.56K	Jun 30, 26	+8.69K	0.58%
HARBOUR INVESTMENTS, INC.	718.90K	Jun 30, 26	-11.72K	0.56%
STIFEL FINANCIAL CORP	678.37K	Jun 30, 26	-28.52K	0.53%
ASSETMARK, INC	643.30K	Jun 30, 26	-13.99K	0.50%
Aaron Wealth Advisors LLC	619.99K	Jun 30, 26	+9.77K	0.48%
Trilogy Capital Inc.	574.77K	Jun 30, 26	+16.73K	0.45%
Private Advisor Group, LLC	569.24K	Jun 30, 26	-15.21K	0.44%
Heck Capital Advisors, LLC	559.94K	Jun 30, 26	+31.56K	0.44%
Prospera Financial Services Inc	524.48K	Jun 30, 26	-12.21K	0.41%
WILEY BROS.-AINTREE CAPITAL, LLC	521.06K	Jun 30, 26	+123.38K	0.41%
Vestmark Advisory Solutions, Inc.	482.53K	Jun 30, 26	+65.57K	0.38%
Walkner Condon Financial Advisors LLC	471.81K	Jun 30, 26	+36.99K	0.37%
Baird Financial Group, Inc.	469.05K	Jun 30, 26	-45.89K	0.37%
London & Capital Asset Management Ltd	455.79K	Jun 30, 26	+76.35K	0.36%
Brookstone Capital Management	448.83K	Jun 30, 26	-3.79K	0.35%
Cerity Partners LLC	423.15K	Jun 30, 26	-12.51K	0.33%
SEARCY FINANCIAL SERVICES INC /ADV	421.87K	Jun 30, 26	-15.22K	0.33%
INSPIRION WEALTH ADVISORS, LLC	420.46K	Jun 30, 26	+24.82K	0.33%
NewEdge Advisors, LLC	403.64K	Jun 30, 26	+13.88K	0.31%
Carrera Capital Advisors	373.95K	Jun 30, 26	+19.93K	0.29%
KESTRA PRIVATE WEALTH SERVICES, LLC	352.90K	Jun 30, 26	-52.87K	0.28%
TL Private Wealth	351.11K	Jun 30, 26	+14.00K	0.27%
TD Capital Management LLC	346.38K	Jun 30, 26	+31.44K	0.27%
American Financial Advisors, LLC	341.86K	Jun 30, 26	-1.90K	0.27%
Fairvoy Private Wealth, LLC	336.37K	Jun 30, 26	+21.02K	0.26%
Rockefeller Capital Management L.P.	332.15K	Jun 30, 26	+13.71K	0.26%
TRUIST FINANCIAL CORP	327.53K	Jun 30, 26	+68.85K	0.26%
Prism Advisors, Inc.	316.57K	Jun 30, 26	+5.11K	0.25%
Clear Creek Financial Management, LLC	313.21K	Jun 30, 26	-3.10K	0.24%
Kestra Advisory Services, LLC	305.91K	Jun 30, 26	+45.44K	0.24%
CLIFFORD SWAN INVESTMENT COUNSEL LLC	303.62K	Jun 30, 26	+11.80K	0.24%
Secure Asset Management, LLC	296.91K	Jun 30, 26	+18.85K	0.23%
Carter Financial, LLC	271.85K	Jun 30, 26	+33.02K	0.21%
IFP Advisors, Inc	270.35K	Jun 30, 26	-24.82K	0.21%
Weitzel Financial Services, Inc.	267.16K	Jun 30, 26	+3.21K	0.21%
Per Stirling Capital Management, LLC.	261.40K	Jun 30, 26	+26.51K	0.20%
Redhawk Wealth Advisors, Inc.	260.63K	Jun 30, 26	+32.80K	0.20%
MML INVESTORS SERVICES, LLC	258.86K	Jun 30, 26	+41.63K	0.20%
ADAMSBROWN WEALTH CONSULTANTS LLC	258.80K	Jun 30, 26	+6.40K	0.20%
Mount Yale Investment Advisors, LLC	253.73K	Jun 30, 26	+66.72K	0.20%
Steward Partners Investment Advisory, LLC	244.62K	Jun 30, 26	+191.33K	0.19%
Foundations Investment Advisors, LLC	242.15K	Jun 30, 26	+3.51K	0.19%
Geneos Wealth Management Inc.	239.37K	Jun 30, 26	+5.17K	0.19%
PFS Partners, LLC	236.51K	Jun 30, 26	+11.62K	0.18%
AXXCESS WEALTH MANAGEMENT, LLC	230.93K	Jun 30, 26	+230.93K	0.18%
WESBANCO BANK INC	225.33K	Jun 30, 26	+18.56K	0.18%
Ashton Thomas Private Wealth, LLC	221.52K	Jun 30, 26	+42.73K	0.17%
Certified Advisory Corp	219.61K	Jun 30, 26	+213.16K	0.17%
Grove Bank & Trust	219.41K	Jun 30, 26	+10.98K	0.17%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	217.70K	Jun 30, 26	+79.00K	0.17%
CITIGROUP INC	215.63K	Jun 30, 26	+26.54K	0.17%
Ameritas Investment Partners, Inc.	215.50K	Jun 30, 26	+11.84K	0.17%
Wealth Enhancement Trust Services, Inc.	208.64K	Jun 30, 26	+18.55K	0.16%
D.A. DAVIDSON & CO.	208.62K	Jun 30, 26	+30.89K	0.16%
Petix & Botte Co	207.62K	Jun 30, 26	-5.89K	0.16%
Mainsail Financial Group, LLC	200.00K	Jun 30, 26	+45.77K	0.16%
LexAurum Advisors, LLC	193.25K	Jun 30, 26	+9.15K	0.15%
Darwin Wealth Management, LLC	192.50K	Jun 30, 26	+6.37K	0.15%
TCP Asset Management, LLC	188.81K	Jun 30, 26	+16.31K	0.15%
Farther Finance Advisors, LLC	185.52K	Jun 30, 26	+664	0.14%
FIFTH THIRD BANCORP	183.75K	Jun 30, 26	-12.37K	0.14%
BELLEVUE ASSET MANAGEMENT, LLC	179.75K	Jun 30, 26	-13.98K	0.14%
Centennial Wealth Advisory LLC	175.23K	Jun 30, 26	-75.76K	0.14%
SRS Capital Advisors, Inc.	173.12K	Jun 30, 26	+108.76K	0.13%
JANE STREET GROUP, LLC	169.63K	Jun 30, 26	+82.67K	0.13%
Ameritas Advisory Services, LLC	165.09K	Jun 30, 26	+60.93K	0.13%
Janney Montgomery Scott LLC	164.85K	Jun 30, 26	-17.16K	0.13%
STEPHENS INC /AR/	163.05K	Jun 30, 26	+306	0.13%
EdgeRock Capital LLC	150.04K	Jun 30, 26	+5.86K	0.12%
IMA Wealth, Inc.	149.85K	Jun 30, 26	+7.61K	0.12%
MRA Advisory Group	148.20K	Jun 30, 26	+2.55K	0.12%
Fairway Financial, LLC	145.85K	Jun 30, 26	+3.72K	0.11%
Mutual Advisors, LLC	143.64K	Jun 30, 26	-25.58K	0.11%
Snowden Capital Advisors LLC	141.13K	Jun 30, 26	+9.14K	0.11%
RFG Advisory, LLC	139.65K	Jun 30, 26	+19.41K	0.11%
MGO ONE SEVEN LLC	139.18K	Jun 30, 26	-1.45K	0.11%
Lunt Capital Management, Inc.	137.68K	Jun 30, 26	-1.79K	0.11%
CITADEL ADVISORS LLC	137.19K	Jun 30, 26	+137.19K	0.11%
GENESIS PRIVATE WEALTH, LLC	135.81K	Jun 30, 26	+4.67K	0.11%
Triumph Capital Management	135.12K	Jun 30, 26	-5.12K	0.11%
VAQUERO PRIVATE WEALTH, LTD	133.46K	Jun 30, 26	+133.46K	0.10%
Summit Financial, LLC	132.13K	Jun 30, 26	+13.10K	0.10%
RiverTree Advisors, LLC	129.77K	Jun 30, 26	-10.16K	0.10%
Independent Advisor Alliance	127.93K	Jun 30, 26	-246.77K	0.10%
Kirkwood Financial Services	127.29K	Jun 30, 26	+127.29K	0.10%
Heartland Bank & Trust Co	126.64K	Jun 30, 26	+13.03K	0.10%
Envestnet Portfolio Solutions, Inc.	125.28K	Jun 30, 26	-12.42K	0.10%
Indivisible Partners	118.15K	Jun 30, 26	+118.15K	0.09%
JPMORGAN CHASE & CO	114.95K	Jun 30, 26	+21.89K	0.09%
Colony Group, LLC	112.57K	Jun 30, 26	-19.18K	0.09%
OPPENHEIMER & CO INC	109.19K	Jun 30, 26	-32.87K	0.09%
THRIVENT FINANCIAL FOR LUTHERANS	108.21K	Jun 30, 26	+7.62K	0.08%
Equitable Holdings, Inc.	105.09K	Jun 30, 26	-11.65K	0.08%
Wilkerson Advisory Group LLC	99.44K	Jun 30, 26	+4.41K	0.08%
Coppell Advisory Solutions LLC	98.41K	Jun 30, 26	+98.41K	0.08%
Stratos Wealth Partners, LTD.	98.05K	Jun 30, 26	-4.08K	0.08%
EverSource Wealth Advisors, LLC	97.65K	Jun 30, 26	+9.37K	0.08%
James J. Burns & Company, LLC	95.62K	Jun 30, 26	+1.85K	0.07%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	95.00K	Jun 30, 26	-29.66K	0.07%
WEDBUSH SECURITIES INC	94.59K	Jun 30, 26	-785	0.07%
Friedenthal Financial	89.21K	Jun 30, 26	+5.05K	0.07%
COMPASS FINANCIAL MANAGEMENT LLC	88.33K	Jun 30, 26	+88.33K	0.07%
Migdal Insurance & Financial Holdings Ltd.	87.76K	Jun 30, 26	+6.84K	0.07%
FIG FINANCIAL ADVISORY SERVICES INC /ADV	86.74K	Jun 30, 26	+86.74K	0.07%
Braun-Bostich & Associates Inc.	86.70K	Jun 30, 26	+9.84K	0.07%
Atria Investments, Inc	80.49K	Jun 30, 26	+27.45K	0.06%
Cornerstone Financial Management LLC	80.17K	Jun 30, 26	-1.13K	0.06%
Sovran Advisors, LLC	79.86K	Jun 30, 26	-42.72K	0.06%
Sanctuary Advisors, LLC	75.47K	Jun 30, 26	+27.79K	0.06%
Premier Private Wealth Management LLC	72.69K	Jun 30, 26	+9.12K	0.06%
Continuum Advisory, LLC	70.89K	Jun 30, 26	-2.22K	0.06%
Ferguson Shapiro LLC	69.26K	Jun 30, 26	-21.33K	0.05%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	69.26K	Jun 30, 26	+1.00K	0.05%
Dominguez Wealth Management Solutions, Inc.	68.54K	Jun 30, 26	+2.68K	0.05%
Hidden Cove Wealth Management, LLC	66.08K	Jun 30, 26	+2.64K	0.05%
UBS ASSET MANAGEMENT AMERICAS INC	65.71K	Jun 30, 26	--	0.05%
CoreCap Advisors, LLC	65.45K	Jun 30, 26	+2.35K	0.05%
Western Wealth Management, LLC	65.42K	Jun 30, 26	-7.21K	0.05%
Main Street Financial Solutions, LLC	65.31K	Jun 30, 26	+8.05K	0.05%
Wealthcare Advisory Partners LLC	64.99K	Jun 30, 26	+4.56K	0.05%
Paradigm Financial Partners, LLC	64.81K	Jun 30, 26	+46.77K	0.05%
Center for Financial Planning, Inc.	64.52K	Jun 30, 26	-1.99K	0.05%
CONDOR CAPITAL MANAGEMENT	63.56K	Jun 30, 26	+860	0.05%
SILVER OAK SECURITIES, INCORPORATED	63.44K	Jun 30, 26	+6.28K	0.05%
Insight Inv LLC	62.90K	Jun 30, 26	+10.77K	0.05%
Gateway Wealth Partners, LLC	61.01K	Jun 30, 26	-91.98K	0.05%
APS Management Group, Inc.	60.12K	Jun 30, 26	+4.18K	0.05%
BENJAMIN EDWARDS INC	59.85K	Jun 30, 26	-886	0.05%
IHT Wealth Management, LLC	59.67K	Jun 30, 26	+13.88K	0.05%
Endowment Wealth Management, Inc.	59.28K	Jun 30, 26	+1.05K	0.05%
Commonwealth Financial Services, LLC	57.84K	Jun 30, 26	-236.19K	0.05%
CITY HOLDING CO	57.71K	Jun 30, 26	+2.28K	0.05%
PARK AVENUE SECURITIES LLC	57.22K	Jun 30, 26	+8.24K	0.04%
MARINO, STRAM & ASSOCIATES LLC	56.79K	Jun 30, 26	+5.27K	0.04%
Pine Valley Investments Ltd Liability Co	56.60K	Jun 30, 26	+3.32K	0.04%
Destiny Wealth Partners, LLC	55.08K	Jun 30, 26	+1.89K	0.04%
Plus Group Wealth Advisors LLC	54.83K	Jun 30, 26	+11.05K	0.04%
Perigon Wealth Management, LLC	54.48K	Jun 30, 26	+12.34K	0.04%
Golden State Wealth Management, LLC	53.52K	Jun 30, 26	-24	0.04%
Abbot Financial Management, Inc.	53.44K	Jun 30, 26	-591	0.04%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	53.04K	Jun 30, 26	-15.60K	0.04%
Kingsview Wealth Management, LLC	52.89K	Jun 30, 26	+20.82K	0.04%
Sigma Planning Corp	49.20K	Jun 30, 26	-22.26K	0.04%
Maridea Wealth Management LLC	49.09K	Jun 30, 26	+3.28K	0.04%
Stenger Family Office, LLC	49.06K	Jun 30, 26	-4.04K	0.04%
SMART Wealth LLC	48.85K	Jun 30, 26	+25.78K	0.04%
Capital Investment Advisory Services, LLC	48.78K	Jun 30, 26	+379	0.04%
National Wealth Management Group, LLC	48.54K	Jun 30, 26	-14.00K	0.04%
Independent Wealth Network Inc.	48.24K	Jun 30, 26	+2.36K	0.04%
ENDEAVOR PRIVATE WEALTH, INC.	47.34K	Jun 30, 26	+3.90K	0.04%
Traction Financial Partners, LLC	46.66K	Jun 30, 26	+2.73K	0.04%
Kerntke Otto McGlone Wealth Management Group	46.63K	Jun 30, 26	+1.13K	0.04%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	45.55K	Jun 30, 26	+91	0.04%
Clear Point Advisors Inc.	45.39K	Jun 30, 26	+45.39K	0.04%
CAPTRUST FINANCIAL ADVISORS	45.20K	Jun 30, 26	-4.89K	0.04%
DAVENPORT & Co LLC	44.54K	Jun 30, 26	-5.02K	0.03%
VestGen Advisors, LLC	44.46K	Jun 30, 26	-1.17K	0.03%
Bigelow Investment Advisors, LLC	43.26K	Jun 30, 26	-2.35K	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	42.90K	Jun 30, 26	-9.00K	0.03%
Split Rock Private Trading & Wealth Management, LLC	42.55K	Jun 30, 26	+42.55K	0.03%
FSB PREMIER WEALTH MANAGEMENT, INC.	42.18K	Jun 30, 26	-25.83K	0.03%
Chris Bulman Inc	41.90K	Jun 30, 26	+3.34K	0.03%
ProCore Advisors, LLC	40.74K	Jun 30, 26	+3.02K	0.03%
IFC & Insurance Marketing, Inc.	40.13K	Jun 30, 26	+2.59K	0.03%
Midwest Financial Group LLC	38.31K	Jun 30, 26	+1.37K	0.03%
FIRST NATIONAL BANK OF OMAHA	37.92K	Jun 30, 26	-2.33K	0.03%
Center For Asset Management LLC	37.58K	Jun 30, 26	+591	0.03%
TRUE BLUE FINANCIAL, LLC	37.55K	Jun 30, 26	+7.41K	0.03%
COTTONWOOD CAPITAL ADVISORS, LLC	37.12K	Jun 30, 26	-25	0.03%
Ifrah Financial Services, Inc.	37.02K	Jun 30, 26	-47	0.03%
IMG Wealth Management, Inc.	36.78K	Jun 30, 26	+4.20K	0.03%
Patten Group, Inc.	36.36K	Jun 30, 26	-2.93K	0.03%
Maia Wealth LLC	36.12K	Jun 30, 26	-2.27K	0.03%
Gladstone Institutional Advisory LLC	36.03K	Jun 30, 26	-567	0.03%
RENAISSANCE TECHNOLOGIES LLC	36.00K	Jun 30, 26	+36.00K	0.03%
Beacon Financial Advisory LLC	35.80K	Jun 30, 26	-466	0.03%
Wagner Wealth Management, Corp	35.65K	Jun 30, 26	+1.09K	0.03%
CENTAURUS FINANCIAL, INC.	35.28K	Jun 30, 26	+14.70K	0.03%
Wisconsin Wealth Advisors, LLC	35.17K	Jun 30, 26	-90	0.03%
AE Wealth Management LLC	34.60K	Jun 30, 26	+2.27K	0.03%
Prime Capital Investment Advisors, LLC	34.17K	Jun 30, 26	+478	0.03%
Integrated Advisors Network LLC	33.29K	Jun 30, 26	+22.83K	0.03%
TBH Global Asset Management, LLC	32.97K	Jun 30, 26	-21.41K	0.03%
Arcadia Wealth Management, Inc.	32.86K	Jun 30, 26	-250	0.03%
J.W. COLE ADVISORS, INC.	32.51K	Jun 30, 26	+2.39K	0.03%
O'Connor Financial Group LLC	32.47K	Jun 30, 26	+19.37K	0.03%
ROMANO BROTHERS AND COMPANY	32.42K	Jun 30, 26	-25	0.03%
Kovack Advisors, Inc.	32.03K	Jun 30, 26	-7.22K	0.02%
Team Financial Group, LLC	31.73K	Jun 30, 26	+1.34K	0.02%
NewEdge Wealth, LLC	31.26K	Jun 30, 26	-7.59K	0.02%
Acorn Wealth Advisors, LLC	30.55K	Jun 30, 26	+2.05K	0.02%
PARK NATIONAL CORP /OH/	29.78K	Jun 30, 26	+17.84K	0.02%
VisionPoint Advisory Group, LLC	29.71K	Jun 30, 26	-5.69K	0.02%
Perennial Investment Advisors, LLC	29.63K	Jun 30, 26	+4.09K	0.02%
Simplicity Wealth,LLC	29.38K	Jun 30, 26	+9.33K	0.02%
Wall Street Financial Group, Inc.	29.32K	Jun 30, 26	+29.32K	0.02%
Synergy Asset Management, LLC	28.37K	Jun 30, 26	+6.32K	0.02%
Belpointe Asset Management LLC	28.10K	Jun 30, 26	-5.58K	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	28.05K	Jun 30, 26	+559	0.02%
Advisory Services Network, LLC	27.59K	Jun 30, 26	--	0.02%
ATWOOD & PALMER INC	27.02K	Jun 30, 26	-2.65K	0.02%
Mariner, LLC	26.55K	Jun 30, 26	-70.97K	0.02%
Chicago Partners Investment Group LLC	25.42K	Jun 30, 26	-652	0.02%
Raab & Moskowitz Asset Management LLC	25.24K	Jun 30, 26	-1.13K	0.02%
Apollon Wealth Management, LLC	24.64K	Jun 30, 26	-3.77K	0.02%
BARRETT & COMPANY, INC.	24.25K	Jun 30, 26	+1.18K	0.02%
PlanVest Financial, Inc	23.09K	Jun 30, 26	+69	0.02%
Prosperity Consulting Group, LLC	23.07K	Jun 30, 26	-619	0.02%
Modern Wealth Management, LLC	23.02K	Jun 30, 26	+23.02K	0.02%
Global Assets Advisory, LLC	22.87K	Jun 30, 26	+22.87K	0.02%
TCFG Investment Advisors, LLC	22.83K	Jun 30, 26	-21	0.02%
CHIRON CAPITAL MANAGEMENT, LLC	22.48K	Jun 30, 26	+15.48K	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	22.34K	Jun 30, 26	-1.75K	0.02%
Evergreen Wealth Solutions, LLC	21.76K	Jun 30, 26	+21.76K	0.02%
S Harris Financial Group, LLC	21.72K	Jun 30, 26	+21.72K	0.02%
Resources Investment Advisors, LLC.	21.68K	Jun 30, 26	+3.20K	0.02%
Brinker Capital Investments, LLC	21.51K	Jun 30, 26	+1.76K	0.02%
Crusonia Wealth Advisors LLC	21.46K	Jun 30, 26	+159	0.02%
CreativeOne Wealth, LLC	21.25K	Jun 30, 26	-2.30K	0.02%
Manhattan West Asset Management, LLC	21.14K	Jun 30, 26	-52.47K	0.02%
Helium Advisors LLC	21.08K	Jun 30, 26	+215	0.02%
Keystone Wealth Services, LLC	20.92K	Jun 30, 26	+62	0.02%
Sowell Financial Services LLC	19.93K	Jun 30, 26	-424	0.02%
Capital CS Group, LLC	19.62K	Jun 30, 26	+9.37K	0.02%
Savvy Advisors, Inc.	19.51K	Jun 30, 26	+4.43K	0.02%
Ausdal Financial Partners, Inc.	19.43K	Jun 30, 26	+760	0.02%
BAM Wealth Management, LLC	19.17K	Jun 30, 26	+5.20K	0.01%
Bank of New York Mellon Corp	18.93K	Jun 30, 26	-3.28K	0.01%
Avestar Capital, LLC	18.61K	Jun 30, 26	+360	0.01%
Ambassador Advisors, LLC	18.51K	Jun 30, 26	+510	0.01%
CALTON & ASSOCIATES, INC.	17.91K	Jun 30, 26	+553	0.01%
Morey & Quinn Wealth Partners, LLC	17.84K	Jun 30, 26	+9	0.01%
NATIXIS ADVISORS, L.P.	17.79K	Jun 30, 26	+17.79K	0.01%
IAMS WEALTH MANAGEMENT, LLC	17.77K	Jun 30, 26	+288	0.01%
Wealth Watch Advisors, INC	17.44K	Jun 30, 26	-703	0.01%
Comprehensive Wealth Management, LLC	17.27K	Jun 30, 26	+17.27K	0.01%
Dynamic Advisor Solutions LLC	17.11K	Jun 30, 26	+9.68K	0.01%
Towerpoint Wealth, LLC	16.95K	Jun 30, 26	-25	0.01%
PRIVATE TRUST CO NA	16.64K	Jun 30, 26	-846	0.01%
Stratos Wealth Advisors, LLC	16.45K	Jun 30, 26	+58	0.01%
Pensionmark Financial Group, LLC	16.37K	Jun 30, 26	--	0.01%
EAGLE HARBOR ASSET MANAGEMENT INC /ADV	16.33K	Jun 30, 26	-501	0.01%
Arkadios Wealth Advisors	16.32K	Jun 30, 26	-3.06K	0.01%
Ascent Group, LLC	15.90K	Jun 30, 26	+130	0.01%
Keating Financial Advisory Services, Inc.	15.88K	Jun 30, 26	+853	0.01%
LAUREL OAK WEALTH MANAGEMENT, LLC	15.76K	Jun 30, 26	+6.35K	0.01%
BostonPremier Wealth LLC	15.70K	Jun 30, 26	-1.44K	0.01%
SNS Financial Group, LLC	15.35K	Jun 30, 26	+15.35K	0.01%
AVAII WEALTH MANAGEMENT, LLC	15.34K	Jun 30, 26	-46	0.01%
Providence First Trust Co	14.61K	Jun 30, 26	+14.61K	0.01%
HighPoint Advisor Group LLC	14.60K	Jun 30, 26	+2.42K	0.01%
Southland Equity Partners LLC	14.01K	Jun 30, 26	+2.63K	0.01%
StrongBox Wealth, LLC	13.97K	Jun 30, 26	-1.50K	0.01%
Legacy Edge Advisors, LLC	13.97K	Jun 30, 26	--	0.01%
Farmers & Merchants Trust Co of Long Beach	13.84K	Jun 30, 26	-2.66K	0.01%
LaSalle St. Investment Advisors, LLC	13.59K	Jun 30, 26	-605	0.01%
Robertson Stephens Wealth Management, LLC	13.53K	Jun 30, 26	-1.57K	0.01%
Argent Advisors, Inc.	13.35K	Jun 30, 26	-1.57K	0.01%
PRINCIPAL SECURITIES, INC.	13.30K	Jun 30, 26	-277	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	13.30K	Jun 30, 26	-822	0.01%
Financial Network Wealth Advisors LLC	13.00K	Jun 30, 26	-594	0.01%
Barnes Dennig Private Wealth Management LLC	12.97K	Jun 30, 26	+752	0.01%
Valley Financial Group, Inc.	12.85K	Jun 30, 26	+34	0.01%
MAI Capital Management	12.76K	Jun 30, 26	-2.23K	0.01%
WCG Wealth Advisors LLC	12.58K	Jun 30, 26	+1.04K	0.01%
COLUMBIA ADVISORY PARTNERS LLC	12.54K	Jun 30, 26	+242	0.01%
Creative Planning	12.41K	Jun 30, 26	-1.16K	0.01%
Ballew Advisors, Inc	12.38K	Jun 30, 26	+116	0.01%
Park Square Financial Group, LLC	11.95K	Jun 30, 26	-2.34K	0.01%
Spire Wealth Management	11.67K	Jun 30, 26	+4.39K	0.01%
NBC SECURITIES, INC.	11.58K	Jun 30, 26	-301	0.01%
Entelevest, LLC	11.11K	Jun 30, 26	+1.03K	0.01%
Summit Wealth Partners, LLC	10.94K	Jun 30, 26	-380	0.01%
IFG Advisory, LLC	10.74K	Jun 30, 26	+8.96K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	10.72K	Jun 30, 26	+4.03K	0.01%
Plotkin Financial Advisors, LLC	10.14K	Jun 30, 26	+942	0.01%
Goldstone Financial Group, LLC	10.12K	Jun 30, 26	+864	0.01%
Coastal Investment Advisors, Inc.	10.04K	Jun 30, 26	+10.04K	0.01%
Beacon Pointe Advisors, LLC	9.99K	Jun 30, 26	-1.04K	0.01%
SSI INVESTMENT MANAGEMENT LLC	9.99K	Jun 30, 26	-30	0.01%
Quantinno Capital Management LP	9.90K	Jun 30, 26	-17	0.01%
Global Retirement Partners, LLC	9.85K	Jun 30, 26	+9.85K	0.01%
Embree Financial Group	9.79K	Jun 30, 26	-4.57K	0.01%
GeoWealth Management, LLC	9.48K	Jun 30, 26	-1.13K	0.01%
626 Financial, LLC	9.45K	Jun 30, 26	-1.74K	0.01%
WEALTH EFFECTS LLC	9.39K	Jun 30, 26	--	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	9.38K	Jun 30, 26	-556	0.01%
FIDUCIARY FINANCIAL ADVISORS	9.29K	Jun 30, 26	+9.29K	0.01%
BURKE & HERBERT BANK & TRUST CO	9.05K	Jun 30, 26	--	0.01%
Claro Advisors LLC	8.96K	Jun 30, 26	+1.00K	0.01%
Proactive Wealth Strategies LLC	8.92K	Jun 30, 26	-285	0.01%
Meridian Wealth Management, LLC	8.92K	Jun 30, 26	-486	0.01%
Rehmann Capital Advisory Group	8.88K	Jun 30, 26	-2.72K	0.01%
TradeWell Securities, LLC.	8.75K	Jun 30, 26	+394	0.01%
BankPlus Wealth Management LLC	8.69K	Jun 30, 26	+8.69K	0.01%
Family Legacy, Inc.	8.51K	Jun 30, 26	--	0.01%
ARBOR CAPITAL MANAGEMENT INC /ADV	8.47K	Jun 30, 26	-1.40K	0.01%
PFG Advisors	8.31K	Jun 30, 26	-441	0.01%
WINEBRENNER CAPITAL MANAGEMENT LLC	8.04K	Jun 30, 26	+129	0.01%
Hamilton Wealth, LLC	7.96K	Jun 30, 26	-5.75K	0.01%
OakTrust Wealth Advisors, LLC	7.92K	Jun 30, 26	+7	0.01%
WEST MICHIGAN ADVISORS, LLC	7.92K	Jun 30, 26	+974	0.01%
Accurate Wealth Management, LLC	7.92K	Jun 30, 26	+7.92K	0.01%
Laraway Financial Advisors Inc	7.81K	Jun 30, 26	-46	0.01%
1776 Wealth LLC	7.67K	Jun 30, 26	--	0.01%
Ritter Daniher Financial Advisory LLC / DE	7.67K	Jun 30, 26	-2.51K	0.01%
HIGHLINE WEALTH PARTNERS LLC	7.56K	Jun 30, 26	+7.56K	0.01%
Cornell Pochily Investment Advisors, Inc.	7.51K	Jun 30, 26	-616	0.01%
FOUNDERS FINANCIAL SECURITIES LLC	7.50K	Jun 30, 26	+1.50K	0.01%
Strategic Financial Concepts, LLC	7.46K	Jun 30, 26	+77	0.01%
HBW Advisory Services LLC	7.33K	Jun 30, 26	+108	0.01%
Milestones Private Investment Advisors LLC	7.32K	Jun 30, 26	+249	0.01%
TITLEIST ASSET MANAGEMENT, LLC	7.27K	Jun 30, 26	+1.92K	0.01%
J.M. Arbour, LLC	7.25K	Jun 30, 26	+562	0.01%
Platform Technology Partners	7.23K	Jun 30, 26	--	0.01%
Wealth Management Associates, Inc.	6.71K	Jun 30, 26	+9	0.01%
RETIREMENT INCOME SOLUTIONS, INC	6.63K	Jun 30, 26	--	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	6.46K	Jun 30, 26	-9	0.01%
Focus Financial Network, Inc.	6.25K	Jun 30, 26	-208	0.00%
CRUX WEALTH ADVISORS	6.21K	Jun 30, 26	+6.21K	0.00%
BlueChip Wealth Advisors LLC	6.08K	Jun 30, 26	--	0.00%
Rossby Financial, LCC	6.06K	Jun 30, 26	+143	0.00%
Grantvest Financial Group LLC	6.06K	Jun 30, 26	+509	0.00%
PCG Wealth Advisors, LLC	5.98K	Jun 30, 26	+5.98K	0.00%
Luminist Capital LLC	5.89K	Jun 30, 26	-50	0.00%
MPWM ADVISORY SOLUTIONS, LLC	5.77K	Jun 30, 26	-72	0.00%
PRIVATE CLIENT SERVICES, LLC	5.73K	Jun 30, 26	-429	0.00%
TFB Advisors LLC	5.71K	Jun 30, 26	-395	0.00%
Smartleaf Asset Management LLC	5.70K	Jun 30, 26	--	0.00%
NOVEM GROUP	5.55K	Jun 30, 26	+470	0.00%
Black Swift Group, LLC	5.52K	Jun 30, 26	+5.52K	0.00%
Holos Integrated Wealth LLC	5.52K	Jun 30, 26	--	0.00%
RETIREMENT GUYS FORMULA LLC	5.48K	Jun 30, 26	-2	0.00%
Balboa Wealth Partners	5.44K	Jun 30, 26	+125	0.00%
Cypress Capital Group	5.32K	Jun 30, 26	+15	0.00%
Ancora Advisors, LLC	5.29K	Jun 30, 26	--	0.00%
Betterment LLC	5.28K	Jun 30, 26	+1.03K	0.00%
Archer Investment Corp	5.24K	Jun 30, 26	-722	0.00%
Sound Income Strategies, LLC	5.02K	Jun 30, 26	+254	0.00%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	5.00K	Jun 30, 26	-615	0.00%
Tidemark, LLC	4.96K	Jun 30, 26	+6	0.00%
Kestra Investment Management, LLC	4.92K	Jun 30, 26	+4.92K	0.00%
Alessandra Capital Management, LLC	4.90K	Jun 30, 26	--	0.00%
Waterloo Capital, L.P.	4.89K	Jun 30, 26	-5	0.00%
Trueblood Wealth Management, LLC	4.76K	Jun 30, 26	+18	0.00%
RMR Wealth Builders	4.72K	Jun 30, 26	-23	0.00%
TrueWealth Advisors, LLC	4.71K	Jun 30, 26	+131	0.00%
ZACKS INVESTMENT MANAGEMENT	4.70K	Jun 30, 26	+400	0.00%
Merkkuri Wealth Advisors LLC	4.66K	Jun 30, 26	-1.10K	0.00%
Signal Advisors Wealth, LLC	4.59K	Jun 30, 26	-1.15K	0.00%
Genesee Capital Advisors, LLC	4.56K	Jun 30, 26	-159	0.00%
Sargent Investment Group, LLC	4.56K	Jun 30, 26	-1.48K	0.00%
USAdvisors Wealth Management, LLC	4.55K	Jun 30, 26	+4.55K	0.00%
Koshinski Asset Management, Inc.	4.52K	Jun 30, 26	+8	0.00%
Crossmark Global Holdings, Inc.	4.50K	Jun 30, 26	+4.50K	0.00%
Rubicon Advisors, GP	4.45K	Jun 30, 26	-10.02K	0.00%
Dorsey & Whitney Trust CO LLC	4.45K	Jun 30, 26	--	0.00%
Strategic Blueprint, LLC	4.44K	Jun 30, 26	+294	0.00%
SUMMIT WEALTH GROUP LLC / CO	4.42K	Jun 30, 26	-3.88K	0.00%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	4.42K	Jun 30, 26	+4.42K	0.00%
Pinnacle Bancorp, Inc.	4.33K	Jun 30, 26	+225	0.00%
GREAT VALLEY ADVISOR GROUP, INC.	4.29K	Jun 30, 26	-300	0.00%
SAPIENT CAPITAL LLC	4.28K	Jun 30, 26	-2.40K	0.00%
Kaydan Wealth Management, Inc.	4.13K	Jun 30, 26	--	0.00%
Asset Allocation Strategies LLC	4.09K	Jun 30, 26	+4.09K	0.00%
CULLEN/FROST BANKERS, INC.	4.05K	Jun 30, 26	+3.89K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	3.96K	Jun 30, 26	+15	0.00%
GILPIN WEALTH MANAGEMENT, LLC	3.62K	Jun 30, 26	+2.51K	0.00%
Highland Investment Advisors LLC	3.50K	Jun 30, 26	+3.50K	0.00%
Hilton Head Capital Partners, LLC	3.33K	Jun 30, 26	-925	0.00%
FIRST HORIZON CORP	3.23K	Jun 30, 26	+363	0.00%
BLAIR WILLIAM & CO/IL	3.20K	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	3.06K	Jun 30, 26	-1.15K	0.00%
Larson Financial Group LLC	2.76K	Jun 30, 26	-239	0.00%
NBT BANK N A /NY	2.45K	Jun 30, 26	-4.80K	0.00%
Medallion Wealth Advisors, LLC	2.27K	Jun 30, 26	-200	0.00%
Noble Wealth Management PBC	2.27K	Jun 30, 26	+2.27K	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	2.22K	Jun 30, 26	+22	0.00%
MTM Investment Management, LLC	2.17K	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	2.15K	Jun 30, 26	-718	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.14K	Jun 30, 26	-204	0.00%
US BANCORP \DE\	1.84K	Jun 30, 26	-754	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.65K	Jun 30, 26	--	0.00%
Allworth Financial LP	1.54K	Jun 30, 26	-394	0.00%
NI ACQUISITIONS COMPANY, LLC	1.34K	Jun 30, 26	+1.34K	0.00%
Raleigh Capital Management Inc.	1.19K	Jun 30, 26	+12	0.00%
Mosley Wealth Management	1.16K	Jun 30, 26	-3.32K	0.00%
GILL CAPITAL PARTNERS, LLC	1.09K	Jun 30, 26	--	0.00%
Wagner Wealth Management, LLC	1.03K	Jun 30, 26	+10	0.00%
HAZLETT, BURT & WATSON, INC.	900	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	826	Jun 30, 26	+276	0.00%
Smithfield Trust Co	725	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	724	Jun 30, 26	-587	0.00%
WHITTIER TRUST CO OF NEVADA INC	702	Jun 30, 26	--	0.00%
Avion Wealth	622	Jun 30, 26	+500	0.00%
VIMA LLC	593	Jun 30, 26	+593	0.00%
WOLFF WIESE MAGANA LLC	540	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	525	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	476	Jun 30, 26	+63	0.00%
Y.D. More Investments Ltd	450	Jun 30, 26	--	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	447	Jun 30, 26	+447	0.00%
Golden State Equity Partners	436	Jun 30, 26	-38.32K	0.00%
Lloyd Advisory Services, LLC.	402	Jun 30, 26	+402	0.00%
Go Invest LLC	400	Jun 30, 26	+29	0.00%
True Wealth Design, LLC	400	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	390	Jun 30, 26	-255.38K	0.00%
BNP PARIBAS ARBITRAGE, SNC	338	Jun 30, 26	+295	0.00%
ROTHSCHILD INVESTMENT LLC	335	Jun 30, 26	--	0.00%
Mascoma Wealth Management LLC	318	Jun 30, 26	+318	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	284	Jun 30, 26	--	0.00%
Cheviot Value Management, LLC	255	Jun 30, 26	--	0.00%
Truvestments Capital LLC	222	Jun 30, 26	+222	0.00%
Commonwealth Retirement Investments LLC	200	Jun 30, 26	+200	0.00%
Allspring Global Investments Holdings, LLC	187	Jun 30, 26	+187	0.00%
AMERIFLEX GROUP, INC.	127	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	125	Jun 30, 26	+125	0.00%
Greykasell Wealth Strategies, Inc.	122	Jun 30, 26	+1	0.00%
AMERICAN NATIONAL BANK	75	Jun 30, 26	--	0.00%
Key Capital Management, INC	68	Jun 30, 26	-254	0.00%
MCGUIRE CAPITAL ADVISORS INC	68	Jun 30, 26	--	0.00%
Synergy Investment Management, LLC	62	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	48	Jun 30, 26	+29	0.00%
MCF Advisors LLC	46	Jun 30, 26	+46	0.00%
Caitlin John, LLC	41	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	38	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	37	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	36	Jun 30, 26	--	0.00%
Financial Gravity Companies, Inc.	15	Jun 30, 26	+15	0.00%
Elevated Capital Advisors, LLC	14	Jun 30, 26	--	0.00%
Spurstone Advisory Services, LLC	8	Jun 30, 26	--	0.00%
Strive Financial Group ,LLC	6	Jun 30, 26	+6	0.00%
Spectrum Wealth Advisory Group, LLC	5	Jun 30, 26	+5	0.00%
HUNTINGTON NATIONAL BANK	2	Jun 30, 26	--	0.00%
SBI Securities Co., Ltd.	1	Jun 30, 26	--	0.00%
GKV Capital Management Co., Inc.	--	Jun 30, 26	-32	--
FMR LLC	--	Jun 30, 26	-212	--
SHP Wealth Management	--	Jun 30, 26	-143	--
TRB Wealth Management, LLC	--	Jun 30, 26	-4.72K	--
Pacific Excel Wealth Advisors, Inc.	--	Jun 30, 26	-31.16K	--
WIN ADVISORS, INC	--	Jun 30, 26	-20.11K	--
EVOLVE PRIVATE WEALTH, LLC	--	Jun 30, 26	-4.26K	--
TopTier Wealth Management, LLC	--	Jun 30, 26	-194	--
DAYMARK WEALTH PARTNERS, LLC	--	Jun 30, 26	-4.69K	--
First Command Advisory Services, Inc.	--	Jun 30, 26	-244	--
Moment Partners, LLC	--	Jun 30, 26	-4.15K	--
Occidental Asset Management, LLC	--	Jun 30, 26	-4.52K	--
CMC Financial Group	--	Jun 30, 26	-12.71K	--
Essex LLC	--	Jun 30, 26	-5.08K	--
CURIO WEALTH, LLC	--	Jun 30, 26	-100	--
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	--	Jun 30, 26	-304.75K	--
Flaharty Asset Management, LLC	--	Jun 30, 26	-14.53K	--
Waldron Private Wealth LLC	--	Jun 30, 26	-8.16K	--
Vise Technologies, Inc.	--	Jun 30, 26	-5.09K	--
Entruity Wealth, LLC	--	Jun 30, 26	-67.86K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-550	--
Triad Wealth Partners, LLC	--	Jun 30, 26	-10.39K	--
Narwhal Capital Management	--	Jun 30, 26	-8.75K	--
CWM, LLC	483.12K	Mar 31, 26	+93.20K	0.38%
Vivaldi Capital Management LP	120.31K	Mar 31, 26	+9.26K	0.09%
U.S. Capital Wealth Advisors, LLC	97.98K	Mar 31, 26	+88.64K	0.08%
Anfield Capital Management, LLC	85.02K	Mar 31, 26	+6.76K	0.07%
Claris Financial LLC	74.54K	Mar 31, 26	+5.13K	0.06%
TCFG WEALTH MANAGEMENT, LLC	22.85K	Mar 31, 26	-665	0.02%
INTEGRITY WEALTH ADVISORS, INC.	11.85K	Mar 31, 26	+5.38K	0.01%
Smart Portfolios, LLC	11.43K	Mar 31, 26	+360	0.01%
Leo Wealth, LLC	7.68K	Mar 31, 26	+7.68K	0.01%
Jaffetilchin Investment Partners, LLC	5.31K	Mar 31, 26	-965	0.00%
Talon Private Wealth, LLC	4.28K	Mar 31, 26	+4.28K	0.00%
Sunbelt Securities, Inc.	223	Mar 31, 26	-13	0.00%
McIlrath & Eck, LLC	62	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	15	Mar 31, 26	-319	0.00%
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%
AIFG Consultants Ltd.	28.43K	Dec 31, 25	-11.19K	0.02%
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	0.08%
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	0.00%
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%
NORTHSTAR WEALTH PARTNERS LLC	--	Sep 30, 20	-13.81K	--
Watson Rebecca	--	Sep 30, 20	-150	--
ETRADE Capital Management LLC	--	Sep 30, 20	-4.83K	--
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%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-14.91K	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-7.89K	--
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

MORGAN STANLEY

15.75M

Jun 30, 26

+396.52K

12.28%

LPL Financial LLC

13.75M

Jun 30, 26

+1.41M

10.72%

WELLS FARGO & COMPANY/MN

5.71M

Jun 30, 26

-75.60K

4.45%

UBS Group AG

4.96M

Jun 30, 26

+227.06K

3.87%

RAYMOND JAMES FINANCIAL INC

4.28M

Jun 30, 26

+168.56K

3.33%

ROYAL BANK OF CANADA

3.36M

Jun 30, 26

+115.40K

2.62%

Cetera Investment Advisers

2.74M

Jun 30, 26

+186.00K

2.13%

HighTower Advisors, LLC

2.11M

Jun 30, 26

+241.40K

1.65%

BANK OF AMERICA CORP /DE/

2.03M

Jun 30, 26

+29.21K

1.58%

FIRST TRUST ADVISORS LP

1.82M

Jun 30, 26

+299.65K

1.42%

COMMONWEALTH EQUITY SERVICES, LLC

1.53M

Jun 30, 26

+73.91K

1.20%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.35M

Jun 30, 26

+128.97K

1.05%

Concurrent Investment Advisors, LLC

1.32M

Jun 30, 26

-109.49K

1.03%

Berger Financial Group, Inc

1.14M

Jun 30, 26

+11.77K

0.89%

ENVESTNET ASSET MANAGEMENT INC

1.02M

Jun 30, 26

+137.13K

0.79%

Clearwater Capital Advisors, LLC

952.24K

Jun 30, 26

+43.11K

0.74%

Harvest Investment Services, LLC

902.11K

Jun 30, 26

+6.46K

0.70%

Csenge Advisory Group

901.79K

Jun 30, 26

+68.32K

0.70%

Integrated Wealth Concepts LLC

823.39K

Jun 30, 26

+376.33K

0.64%

JONES FINANCIAL COMPANIES LLLP

799.68K

Jun 30, 26

+156.21K

0.62%

ADVISOR GROUP HOLDINGS, INC.

762.21K

Jun 30, 26

+69.72K

0.59%

Cambridge Investment Research Advisors, Inc.

749.56K

Jun 30, 26

+8.69K

0.58%

HARBOUR INVESTMENTS, INC.

718.90K

Jun 30, 26

-11.72K

0.56%

STIFEL FINANCIAL CORP

678.37K

Jun 30, 26

-28.52K

0.53%

ASSETMARK, INC

643.30K

Jun 30, 26

-13.99K

0.50%

Aaron Wealth Advisors LLC

619.99K

Jun 30, 26

+9.77K

0.48%

Trilogy Capital Inc.

574.77K

Jun 30, 26

+16.73K

0.45%

Private Advisor Group, LLC

569.24K

Jun 30, 26

-15.21K

0.44%

Heck Capital Advisors, LLC

559.94K

Jun 30, 26

+31.56K

0.44%

Prospera Financial Services Inc

524.48K

Jun 30, 26

-12.21K

0.41%

WILEY BROS.-AINTREE CAPITAL, LLC

521.06K

Jun 30, 26

+123.38K

0.41%

Vestmark Advisory Solutions, Inc.

482.53K

Jun 30, 26

+65.57K

0.38%

Walkner Condon Financial Advisors LLC

471.81K

Jun 30, 26

+36.99K

0.37%

Baird Financial Group, Inc.

469.05K

Jun 30, 26

-45.89K

0.37%

London & Capital Asset Management Ltd

455.79K

Jun 30, 26

+76.35K

0.36%

Brookstone Capital Management

448.83K

Jun 30, 26

-3.79K

0.35%

Cerity Partners LLC

423.15K

Jun 30, 26

-12.51K

0.33%

SEARCY FINANCIAL SERVICES INC /ADV

421.87K

Jun 30, 26

-15.22K

0.33%

INSPIRION WEALTH ADVISORS, LLC

420.46K

Jun 30, 26

+24.82K

0.33%

NewEdge Advisors, LLC

403.64K

Jun 30, 26

+13.88K

0.31%

Carrera Capital Advisors

373.95K

Jun 30, 26

+19.93K

0.29%

KESTRA PRIVATE WEALTH SERVICES, LLC

352.90K

Jun 30, 26

-52.87K

0.28%

TL Private Wealth

351.11K

Jun 30, 26

+14.00K

0.27%

TD Capital Management LLC

346.38K

Jun 30, 26

+31.44K

0.27%

American Financial Advisors, LLC

341.86K

Jun 30, 26

-1.90K

0.27%

Fairvoy Private Wealth, LLC

336.37K

Jun 30, 26

+21.02K

0.26%

Rockefeller Capital Management L.P.

332.15K

Jun 30, 26

+13.71K

0.26%

TRUIST FINANCIAL CORP

327.53K

Jun 30, 26

+68.85K

0.26%

Prism Advisors, Inc.

316.57K

Jun 30, 26

+5.11K

0.25%

Clear Creek Financial Management, LLC

313.21K

Jun 30, 26

-3.10K

0.24%

Kestra Advisory Services, LLC

305.91K

Jun 30, 26

+45.44K

0.24%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

303.62K

Jun 30, 26

+11.80K

0.24%

Secure Asset Management, LLC

296.91K

Jun 30, 26

+18.85K

0.23%

Carter Financial, LLC

271.85K

Jun 30, 26

+33.02K

0.21%

IFP Advisors, Inc

270.35K

Jun 30, 26

-24.82K

0.21%

Weitzel Financial Services, Inc.

267.16K

Jun 30, 26

+3.21K

0.21%

Per Stirling Capital Management, LLC.

261.40K

Jun 30, 26

+26.51K

0.20%

Redhawk Wealth Advisors, Inc.

260.63K

Jun 30, 26

+32.80K

0.20%

MML INVESTORS SERVICES, LLC

258.86K

Jun 30, 26

+41.63K

0.20%

ADAMSBROWN WEALTH CONSULTANTS LLC

258.80K

Jun 30, 26

+6.40K

0.20%

Mount Yale Investment Advisors, LLC

253.73K

Jun 30, 26

+66.72K

0.20%

Steward Partners Investment Advisory, LLC

244.62K

Jun 30, 26

+191.33K

0.19%

Foundations Investment Advisors, LLC

242.15K

Jun 30, 26

+3.51K

0.19%

Geneos Wealth Management Inc.

239.37K

Jun 30, 26

+5.17K

0.19%

PFS Partners, LLC

236.51K

Jun 30, 26

+11.62K

0.18%

AXXCESS WEALTH MANAGEMENT, LLC

230.93K

Jun 30, 26

+230.93K

0.18%

WESBANCO BANK INC

225.33K

Jun 30, 26

+18.56K

0.18%

Ashton Thomas Private Wealth, LLC

221.52K

Jun 30, 26

+42.73K

0.17%

Certified Advisory Corp

219.61K

Jun 30, 26

+213.16K

0.17%

Grove Bank & Trust

219.41K

Jun 30, 26

+10.98K

0.17%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

217.70K

Jun 30, 26

+79.00K

0.17%

CITIGROUP INC

215.63K

Jun 30, 26

+26.54K

0.17%

Ameritas Investment Partners, Inc.

215.50K

Jun 30, 26

+11.84K

0.17%

Wealth Enhancement Trust Services, Inc.

208.64K

Jun 30, 26

+18.55K

0.16%

D.A. DAVIDSON & CO.

208.62K

Jun 30, 26

+30.89K

0.16%

Petix & Botte Co

207.62K

Jun 30, 26

-5.89K

0.16%

Mainsail Financial Group, LLC

200.00K

Jun 30, 26

+45.77K

0.16%

LexAurum Advisors, LLC

193.25K

Jun 30, 26

+9.15K

0.15%

Darwin Wealth Management, LLC

192.50K

Jun 30, 26

+6.37K

0.15%

TCP Asset Management, LLC

188.81K

Jun 30, 26

+16.31K

0.15%

Farther Finance Advisors, LLC

185.52K

Jun 30, 26

+664

0.14%

FIFTH THIRD BANCORP

183.75K

Jun 30, 26

-12.37K

0.14%

BELLEVUE ASSET MANAGEMENT, LLC

179.75K

Jun 30, 26

-13.98K

0.14%

Centennial Wealth Advisory LLC

175.23K

Jun 30, 26

-75.76K

0.14%

SRS Capital Advisors, Inc.

173.12K

Jun 30, 26

+108.76K

0.13%

JANE STREET GROUP, LLC

169.63K

Jun 30, 26

+82.67K

0.13%

Ameritas Advisory Services, LLC

165.09K

Jun 30, 26

+60.93K

0.13%

Janney Montgomery Scott LLC

164.85K

Jun 30, 26

-17.16K

0.13%

STEPHENS INC /AR/

163.05K

Jun 30, 26

+306

0.13%

EdgeRock Capital LLC

150.04K

Jun 30, 26

+5.86K

0.12%

IMA Wealth, Inc.

149.85K

Jun 30, 26

+7.61K

0.12%

MRA Advisory Group

148.20K

Jun 30, 26

+2.55K

0.12%

Fairway Financial, LLC

145.85K

Jun 30, 26

+3.72K

0.11%

Mutual Advisors, LLC

143.64K

Jun 30, 26

-25.58K

0.11%

Snowden Capital Advisors LLC

141.13K

Jun 30, 26

+9.14K

0.11%

RFG Advisory, LLC

139.65K

Jun 30, 26

+19.41K

0.11%

MGO ONE SEVEN LLC

139.18K

Jun 30, 26

-1.45K

0.11%

Lunt Capital Management, Inc.

137.68K

Jun 30, 26

-1.79K

0.11%

CITADEL ADVISORS LLC

137.19K

Jun 30, 26

+137.19K

0.11%

GENESIS PRIVATE WEALTH, LLC

135.81K

Jun 30, 26

+4.67K

0.11%

Triumph Capital Management

135.12K

Jun 30, 26

-5.12K

0.11%

VAQUERO PRIVATE WEALTH, LTD

133.46K

Jun 30, 26

+133.46K

0.10%

Summit Financial, LLC

132.13K

Jun 30, 26

+13.10K

0.10%

RiverTree Advisors, LLC

129.77K

Jun 30, 26

-10.16K

0.10%

Independent Advisor Alliance

127.93K

Jun 30, 26

-246.77K

0.10%

Kirkwood Financial Services

127.29K

Jun 30, 26

+127.29K

0.10%

Heartland Bank & Trust Co

126.64K

Jun 30, 26

+13.03K

0.10%

Envestnet Portfolio Solutions, Inc.

125.28K

Jun 30, 26

-12.42K

0.10%

Indivisible Partners

118.15K

Jun 30, 26

+118.15K

0.09%

JPMORGAN CHASE & CO

114.95K

Jun 30, 26

+21.89K

0.09%

Colony Group, LLC

112.57K

Jun 30, 26

-19.18K

0.09%

OPPENHEIMER & CO INC

109.19K

Jun 30, 26

-32.87K

0.09%

THRIVENT FINANCIAL FOR LUTHERANS

108.21K

Jun 30, 26

+7.62K

0.08%

Equitable Holdings, Inc.

105.09K

Jun 30, 26

-11.65K

0.08%

Wilkerson Advisory Group LLC

99.44K

Jun 30, 26

+4.41K

0.08%

Coppell Advisory Solutions LLC

98.41K

Jun 30, 26

+98.41K

0.08%

Stratos Wealth Partners, LTD.

98.05K

Jun 30, 26

-4.08K

0.08%

EverSource Wealth Advisors, LLC

97.65K

Jun 30, 26

+9.37K

0.08%

James J. Burns & Company, LLC

95.62K

Jun 30, 26

+1.85K

0.07%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

95.00K

Jun 30, 26

-29.66K

0.07%

WEDBUSH SECURITIES INC

94.59K

Jun 30, 26

-785

0.07%

Friedenthal Financial

89.21K

Jun 30, 26

+5.05K

0.07%

COMPASS FINANCIAL MANAGEMENT LLC

88.33K

Jun 30, 26

+88.33K

0.07%

Migdal Insurance & Financial Holdings Ltd.

87.76K

Jun 30, 26

+6.84K

0.07%

FIG FINANCIAL ADVISORY SERVICES INC /ADV

86.74K

Jun 30, 26

+86.74K

0.07%

Braun-Bostich & Associates Inc.

86.70K

Jun 30, 26

+9.84K

0.07%

Atria Investments, Inc

80.49K

Jun 30, 26

+27.45K

0.06%

Cornerstone Financial Management LLC

80.17K

Jun 30, 26

-1.13K

0.06%

Sovran Advisors, LLC

79.86K

Jun 30, 26

-42.72K

0.06%

Sanctuary Advisors, LLC

75.47K

Jun 30, 26

+27.79K

0.06%

Premier Private Wealth Management LLC

72.69K

Jun 30, 26

+9.12K

0.06%

Continuum Advisory, LLC

70.89K

Jun 30, 26

-2.22K

0.06%

Ferguson Shapiro LLC

69.26K

Jun 30, 26

-21.33K

0.05%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

69.26K

Jun 30, 26

+1.00K

0.05%

Dominguez Wealth Management Solutions, Inc.

68.54K

Jun 30, 26

+2.68K

0.05%

Hidden Cove Wealth Management, LLC

66.08K

Jun 30, 26

+2.64K

0.05%

UBS ASSET MANAGEMENT AMERICAS INC

65.71K

Jun 30, 26

0.05%

CoreCap Advisors, LLC

65.45K

Jun 30, 26

+2.35K

0.05%

Western Wealth Management, LLC

65.42K

Jun 30, 26

-7.21K

0.05%

Main Street Financial Solutions, LLC

65.31K

Jun 30, 26

+8.05K

0.05%

Wealthcare Advisory Partners LLC

64.99K

Jun 30, 26

+4.56K

0.05%

Paradigm Financial Partners, LLC

64.81K

Jun 30, 26

+46.77K

0.05%

Center for Financial Planning, Inc.

64.52K

Jun 30, 26

-1.99K

0.05%

CONDOR CAPITAL MANAGEMENT

63.56K

Jun 30, 26

+860

0.05%

SILVER OAK SECURITIES, INCORPORATED

63.44K

Jun 30, 26

+6.28K

0.05%

Insight Inv LLC

62.90K

Jun 30, 26

+10.77K

0.05%

Gateway Wealth Partners, LLC

61.01K

Jun 30, 26

-91.98K

0.05%

APS Management Group, Inc.

60.12K

Jun 30, 26

+4.18K

0.05%

BENJAMIN EDWARDS INC

59.85K

Jun 30, 26

-886

0.05%

IHT Wealth Management, LLC

59.67K

Jun 30, 26

+13.88K

0.05%

Endowment Wealth Management, Inc.

59.28K

Jun 30, 26

+1.05K

0.05%

Commonwealth Financial Services, LLC

57.84K

Jun 30, 26

-236.19K

0.05%

CITY HOLDING CO

57.71K

Jun 30, 26

+2.28K

0.05%

PARK AVENUE SECURITIES LLC

57.22K

Jun 30, 26

+8.24K

0.04%

MARINO, STRAM & ASSOCIATES LLC

56.79K

Jun 30, 26

+5.27K

0.04%

Pine Valley Investments Ltd Liability Co

56.60K

Jun 30, 26

+3.32K

0.04%

Destiny Wealth Partners, LLC

55.08K

Jun 30, 26

+1.89K

0.04%

Plus Group Wealth Advisors LLC

54.83K

Jun 30, 26

+11.05K

0.04%

Perigon Wealth Management, LLC

54.48K

Jun 30, 26

+12.34K

0.04%

Golden State Wealth Management, LLC

53.52K

Jun 30, 26

-24

0.04%

Abbot Financial Management, Inc.

53.44K

Jun 30, 26

-591

0.04%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

53.04K

Jun 30, 26

-15.60K

0.04%

Kingsview Wealth Management, LLC

52.89K

Jun 30, 26

+20.82K

0.04%

Sigma Planning Corp

49.20K

Jun 30, 26

-22.26K

0.04%

Maridea Wealth Management LLC

49.09K

Jun 30, 26

+3.28K

0.04%

Stenger Family Office, LLC

49.06K

Jun 30, 26

-4.04K

0.04%

SMART Wealth LLC

48.85K

Jun 30, 26

+25.78K

0.04%

Capital Investment Advisory Services, LLC

48.78K

Jun 30, 26

+379

0.04%

National Wealth Management Group, LLC

48.54K

Jun 30, 26

-14.00K

0.04%

Independent Wealth Network Inc.

48.24K

Jun 30, 26

+2.36K

0.04%

ENDEAVOR PRIVATE WEALTH, INC.

47.34K

Jun 30, 26

+3.90K

0.04%

Traction Financial Partners, LLC

46.66K

Jun 30, 26

+2.73K

0.04%

Kerntke Otto McGlone Wealth Management Group

46.63K

Jun 30, 26

+1.13K

0.04%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

45.55K

Jun 30, 26

+91

0.04%

Clear Point Advisors Inc.

45.39K

Jun 30, 26

+45.39K

0.04%

CAPTRUST FINANCIAL ADVISORS

45.20K

Jun 30, 26

-4.89K

0.04%

DAVENPORT & Co LLC

44.54K

Jun 30, 26

-5.02K

0.03%

VestGen Advisors, LLC

44.46K

Jun 30, 26

-1.17K

0.03%

Bigelow Investment Advisors, LLC

43.26K

Jun 30, 26

-2.35K

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

42.90K

Jun 30, 26

-9.00K

0.03%

Split Rock Private Trading & Wealth Management, LLC

42.55K

Jun 30, 26

+42.55K

0.03%

FSB PREMIER WEALTH MANAGEMENT, INC.

42.18K

Jun 30, 26

-25.83K

0.03%

Chris Bulman Inc

41.90K

Jun 30, 26

+3.34K

0.03%

ProCore Advisors, LLC

40.74K

Jun 30, 26

+3.02K

0.03%

IFC & Insurance Marketing, Inc.

40.13K

Jun 30, 26

+2.59K

0.03%

Midwest Financial Group LLC

38.31K

Jun 30, 26

+1.37K

0.03%

FIRST NATIONAL BANK OF OMAHA

37.92K

Jun 30, 26

-2.33K

0.03%

Center For Asset Management LLC

37.58K

Jun 30, 26

+591

0.03%

TRUE BLUE FINANCIAL, LLC

37.55K

Jun 30, 26

+7.41K

0.03%

COTTONWOOD CAPITAL ADVISORS, LLC

37.12K

Jun 30, 26

-25

0.03%

Ifrah Financial Services, Inc.

37.02K

Jun 30, 26

-47

0.03%

IMG Wealth Management, Inc.

36.78K

Jun 30, 26

+4.20K

0.03%

Patten Group, Inc.

36.36K

Jun 30, 26

-2.93K

0.03%

Maia Wealth LLC

36.12K

Jun 30, 26

-2.27K

0.03%

Gladstone Institutional Advisory LLC

36.03K

Jun 30, 26

-567

0.03%

RENAISSANCE TECHNOLOGIES LLC

36.00K

Jun 30, 26

+36.00K

0.03%

Beacon Financial Advisory LLC

35.80K

Jun 30, 26

-466

0.03%

Wagner Wealth Management, Corp

35.65K

Jun 30, 26

+1.09K

0.03%

CENTAURUS FINANCIAL, INC.

35.28K

Jun 30, 26

+14.70K

0.03%

Wisconsin Wealth Advisors, LLC

35.17K

Jun 30, 26

-90

0.03%

AE Wealth Management LLC

34.60K

Jun 30, 26

+2.27K

0.03%

Prime Capital Investment Advisors, LLC

34.17K

Jun 30, 26

+478

0.03%

Integrated Advisors Network LLC

33.29K

Jun 30, 26

+22.83K

0.03%

TBH Global Asset Management, LLC

32.97K

Jun 30, 26

-21.41K

0.03%

Arcadia Wealth Management, Inc.

32.86K

Jun 30, 26

-250

0.03%

J.W. COLE ADVISORS, INC.

32.51K

Jun 30, 26

+2.39K

0.03%

O'Connor Financial Group LLC

32.47K

Jun 30, 26

+19.37K

0.03%

ROMANO BROTHERS AND COMPANY

32.42K

Jun 30, 26

-25

0.03%

Kovack Advisors, Inc.

32.03K

Jun 30, 26

-7.22K

0.02%

Team Financial Group, LLC

31.73K

Jun 30, 26

+1.34K

0.02%

NewEdge Wealth, LLC

31.26K

Jun 30, 26

-7.59K

0.02%

Acorn Wealth Advisors, LLC

30.55K

Jun 30, 26

+2.05K

0.02%

PARK NATIONAL CORP /OH/

29.78K

Jun 30, 26

+17.84K

0.02%

VisionPoint Advisory Group, LLC

29.71K

Jun 30, 26

-5.69K

0.02%

Perennial Investment Advisors, LLC

29.63K

Jun 30, 26

+4.09K

0.02%

Simplicity Wealth,LLC

29.38K

Jun 30, 26

+9.33K

0.02%

Wall Street Financial Group, Inc.

29.32K

Jun 30, 26

+29.32K

0.02%

Synergy Asset Management, LLC

28.37K

Jun 30, 26

+6.32K

0.02%

Belpointe Asset Management LLC

28.10K

Jun 30, 26

-5.58K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

28.05K

Jun 30, 26

+559

0.02%

Advisory Services Network, LLC

27.59K

Jun 30, 26

0.02%

ATWOOD & PALMER INC

27.02K

Jun 30, 26

-2.65K

0.02%

Mariner, LLC

26.55K

Jun 30, 26

-70.97K

0.02%

Chicago Partners Investment Group LLC

25.42K

Jun 30, 26

-652

0.02%

Raab & Moskowitz Asset Management LLC

25.24K

Jun 30, 26

-1.13K

0.02%

Apollon Wealth Management, LLC

24.64K

Jun 30, 26

-3.77K

0.02%

BARRETT & COMPANY, INC.

24.25K

Jun 30, 26

+1.18K

0.02%

PlanVest Financial, Inc

23.09K

Jun 30, 26

+69

0.02%

Prosperity Consulting Group, LLC

23.07K

Jun 30, 26

-619

0.02%

Modern Wealth Management, LLC

23.02K

Jun 30, 26

+23.02K

0.02%

Global Assets Advisory, LLC

22.87K

Jun 30, 26

+22.87K

0.02%

TCFG Investment Advisors, LLC

22.83K

Jun 30, 26

-21

0.02%

CHIRON CAPITAL MANAGEMENT, LLC

22.48K

Jun 30, 26

+15.48K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

22.34K

Jun 30, 26

-1.75K

0.02%

Evergreen Wealth Solutions, LLC

21.76K

Jun 30, 26

+21.76K

0.02%

S Harris Financial Group, LLC

21.72K

Jun 30, 26

+21.72K

0.02%

Resources Investment Advisors, LLC.

21.68K

Jun 30, 26

+3.20K

0.02%

Brinker Capital Investments, LLC

21.51K

Jun 30, 26

+1.76K

0.02%

Crusonia Wealth Advisors LLC

21.46K

Jun 30, 26

+159

0.02%

CreativeOne Wealth, LLC

21.25K

Jun 30, 26

-2.30K

0.02%

Manhattan West Asset Management, LLC

21.14K

Jun 30, 26

-52.47K

0.02%

Helium Advisors LLC

21.08K

Jun 30, 26

+215

0.02%

Keystone Wealth Services, LLC

20.92K

Jun 30, 26

+62

0.02%

Sowell Financial Services LLC

19.93K

Jun 30, 26

-424

0.02%

Capital CS Group, LLC

19.62K

Jun 30, 26

+9.37K

0.02%

Savvy Advisors, Inc.

19.51K

Jun 30, 26

+4.43K

0.02%

Ausdal Financial Partners, Inc.

19.43K

Jun 30, 26

+760

0.02%

BAM Wealth Management, LLC

19.17K

Jun 30, 26

+5.20K

0.01%

Bank of New York Mellon Corp

18.93K

Jun 30, 26

-3.28K

0.01%

Avestar Capital, LLC

18.61K

Jun 30, 26

+360

0.01%

Ambassador Advisors, LLC

18.51K

Jun 30, 26

+510

0.01%

CALTON & ASSOCIATES, INC.

17.91K

Jun 30, 26

+553

0.01%

Morey & Quinn Wealth Partners, LLC

17.84K

Jun 30, 26

0.01%

NATIXIS ADVISORS, L.P.

17.79K

Jun 30, 26

+17.79K

0.01%

IAMS WEALTH MANAGEMENT, LLC

17.77K

Jun 30, 26

+288

0.01%

Wealth Watch Advisors, INC

17.44K

Jun 30, 26

-703

0.01%

Comprehensive Wealth Management, LLC

17.27K

Jun 30, 26

+17.27K

0.01%

Dynamic Advisor Solutions LLC

17.11K

Jun 30, 26

+9.68K

0.01%

Towerpoint Wealth, LLC

16.95K

Jun 30, 26

-25

0.01%

PRIVATE TRUST CO NA

16.64K

Jun 30, 26

-846

0.01%

Stratos Wealth Advisors, LLC

16.45K

Jun 30, 26

+58

0.01%

Pensionmark Financial Group, LLC

16.37K

Jun 30, 26

0.01%

EAGLE HARBOR ASSET MANAGEMENT INC /ADV

16.33K

Jun 30, 26

-501

0.01%

Arkadios Wealth Advisors

16.32K

Jun 30, 26

-3.06K

0.01%

Ascent Group, LLC

15.90K

Jun 30, 26

+130

0.01%

Keating Financial Advisory Services, Inc.

15.88K

Jun 30, 26

+853

0.01%

LAUREL OAK WEALTH MANAGEMENT, LLC

15.76K

Jun 30, 26

+6.35K

0.01%

BostonPremier Wealth LLC

15.70K

Jun 30, 26

-1.44K

0.01%

SNS Financial Group, LLC

15.35K

Jun 30, 26

+15.35K

0.01%

AVAII WEALTH MANAGEMENT, LLC

15.34K

Jun 30, 26

-46

0.01%

Providence First Trust Co

14.61K

Jun 30, 26

+14.61K

0.01%

HighPoint Advisor Group LLC

14.60K

Jun 30, 26

+2.42K

0.01%

Southland Equity Partners LLC

14.01K

Jun 30, 26

+2.63K

0.01%

StrongBox Wealth, LLC

13.97K

Jun 30, 26

-1.50K

0.01%

Legacy Edge Advisors, LLC

13.97K

Jun 30, 26

0.01%

Farmers & Merchants Trust Co of Long Beach

13.84K

Jun 30, 26

-2.66K

0.01%

LaSalle St. Investment Advisors, LLC

13.59K

Jun 30, 26

-605

0.01%

Robertson Stephens Wealth Management, LLC

13.53K

Jun 30, 26

-1.57K

0.01%

Argent Advisors, Inc.

13.35K

Jun 30, 26

-1.57K

0.01%

PRINCIPAL SECURITIES, INC.

13.30K

Jun 30, 26

-277

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

13.30K

Jun 30, 26

-822

0.01%

Financial Network Wealth Advisors LLC

13.00K

Jun 30, 26

-594

0.01%

Barnes Dennig Private Wealth Management LLC

12.97K

Jun 30, 26

+752

0.01%

Valley Financial Group, Inc.

12.85K

Jun 30, 26

+34

0.01%

MAI Capital Management

12.76K

Jun 30, 26

-2.23K

0.01%

WCG Wealth Advisors LLC

12.58K

Jun 30, 26

+1.04K

0.01%

COLUMBIA ADVISORY PARTNERS LLC

12.54K

Jun 30, 26

+242

0.01%

Creative Planning

12.41K

Jun 30, 26

-1.16K

0.01%

Ballew Advisors, Inc

12.38K

Jun 30, 26

+116

0.01%

Park Square Financial Group, LLC

11.95K

Jun 30, 26

-2.34K

0.01%

Spire Wealth Management

11.67K

Jun 30, 26

+4.39K

0.01%

NBC SECURITIES, INC.

11.58K

Jun 30, 26

-301

0.01%

Entelevest, LLC

11.11K

Jun 30, 26

+1.03K

0.01%

Summit Wealth Partners, LLC

10.94K

Jun 30, 26

-380

0.01%

IFG Advisory, LLC

10.74K

Jun 30, 26

+8.96K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

10.72K

Jun 30, 26

+4.03K

0.01%

Plotkin Financial Advisors, LLC

10.14K

Jun 30, 26

+942

0.01%

Goldstone Financial Group, LLC

10.12K

Jun 30, 26

+864

0.01%

Coastal Investment Advisors, Inc.

10.04K

Jun 30, 26

+10.04K

0.01%

Beacon Pointe Advisors, LLC

9.99K

Jun 30, 26

-1.04K

0.01%

SSI INVESTMENT MANAGEMENT LLC

9.99K

Jun 30, 26

-30

0.01%

Quantinno Capital Management LP

9.90K

Jun 30, 26

-17

0.01%

Global Retirement Partners, LLC

9.85K

Jun 30, 26

+9.85K

0.01%

Embree Financial Group

9.79K

Jun 30, 26

-4.57K

0.01%

GeoWealth Management, LLC

9.48K

Jun 30, 26

-1.13K

0.01%

626 Financial, LLC

9.45K

Jun 30, 26

-1.74K

0.01%

WEALTH EFFECTS LLC

9.39K

Jun 30, 26

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

9.38K

Jun 30, 26

-556

0.01%

FIDUCIARY FINANCIAL ADVISORS

9.29K

Jun 30, 26

+9.29K

0.01%

BURKE & HERBERT BANK & TRUST CO

9.05K

Jun 30, 26

0.01%

Claro Advisors LLC

8.96K

Jun 30, 26

+1.00K

0.01%

Proactive Wealth Strategies LLC

8.92K

Jun 30, 26

-285

0.01%

Meridian Wealth Management, LLC

8.92K

Jun 30, 26

-486

0.01%

Rehmann Capital Advisory Group

8.88K

Jun 30, 26

-2.72K

0.01%

TradeWell Securities, LLC.

8.75K

Jun 30, 26

+394

0.01%

BankPlus Wealth Management LLC

8.69K

Jun 30, 26

+8.69K

0.01%

Family Legacy, Inc.

8.51K

Jun 30, 26

0.01%

ARBOR CAPITAL MANAGEMENT INC /ADV

8.47K

Jun 30, 26

-1.40K

0.01%

PFG Advisors

8.31K

Jun 30, 26

-441

0.01%

WINEBRENNER CAPITAL MANAGEMENT LLC

8.04K

Jun 30, 26

+129

0.01%

Hamilton Wealth, LLC

7.96K

Jun 30, 26

-5.75K

0.01%

OakTrust Wealth Advisors, LLC

7.92K

Jun 30, 26

0.01%

WEST MICHIGAN ADVISORS, LLC

7.92K

Jun 30, 26

+974

0.01%

Accurate Wealth Management, LLC

7.92K

Jun 30, 26

+7.92K

0.01%

Laraway Financial Advisors Inc

7.81K

Jun 30, 26

-46

0.01%

1776 Wealth LLC

7.67K

Jun 30, 26

0.01%

Ritter Daniher Financial Advisory LLC / DE

7.67K

Jun 30, 26

-2.51K

0.01%

HIGHLINE WEALTH PARTNERS LLC

7.56K

Jun 30, 26

+7.56K

0.01%

Cornell Pochily Investment Advisors, Inc.

7.51K

Jun 30, 26

-616

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

7.50K

Jun 30, 26

+1.50K

0.01%

Strategic Financial Concepts, LLC

7.46K

Jun 30, 26

+77

0.01%

HBW Advisory Services LLC

7.33K

Jun 30, 26

+108

0.01%

Milestones Private Investment Advisors LLC

7.32K

Jun 30, 26

+249

0.01%

TITLEIST ASSET MANAGEMENT, LLC

7.27K

Jun 30, 26

+1.92K

0.01%

J.M. Arbour, LLC

7.25K

Jun 30, 26

+562

0.01%

Platform Technology Partners

7.23K

Jun 30, 26

0.01%

Wealth Management Associates, Inc.

6.71K

Jun 30, 26

0.01%

RETIREMENT INCOME SOLUTIONS, INC

6.63K

Jun 30, 26

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

6.46K

Jun 30, 26

-9

0.01%

Focus Financial Network, Inc.

6.25K

Jun 30, 26

-208

0.00%

CRUX WEALTH ADVISORS

6.21K

Jun 30, 26

+6.21K

0.00%

BlueChip Wealth Advisors LLC

6.08K

Jun 30, 26

0.00%

Rossby Financial, LCC

6.06K

Jun 30, 26

+143

0.00%

Grantvest Financial Group LLC

6.06K

Jun 30, 26

+509

0.00%

PCG Wealth Advisors, LLC

5.98K

Jun 30, 26

+5.98K

0.00%

Luminist Capital LLC

5.89K

Jun 30, 26

-50

0.00%

MPWM ADVISORY SOLUTIONS, LLC

5.77K

Jun 30, 26

-72

0.00%

PRIVATE CLIENT SERVICES, LLC

5.73K

Jun 30, 26

-429

0.00%

TFB Advisors LLC

5.71K

Jun 30, 26

-395

0.00%

Smartleaf Asset Management LLC

5.70K

Jun 30, 26

0.00%

NOVEM GROUP

5.55K

Jun 30, 26

+470

0.00%

Black Swift Group, LLC

5.52K

Jun 30, 26

+5.52K

0.00%

Holos Integrated Wealth LLC

5.52K

Jun 30, 26

0.00%

RETIREMENT GUYS FORMULA LLC

5.48K

Jun 30, 26

-2

0.00%

Balboa Wealth Partners

5.44K

Jun 30, 26

+125

0.00%

Cypress Capital Group

5.32K

Jun 30, 26

+15

0.00%

Ancora Advisors, LLC

5.29K

Jun 30, 26

0.00%

Betterment LLC

5.28K

Jun 30, 26

+1.03K

0.00%

Archer Investment Corp

5.24K

Jun 30, 26

-722

0.00%

Sound Income Strategies, LLC

5.02K

Jun 30, 26

+254

0.00%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

5.00K

Jun 30, 26

-615

0.00%

Tidemark, LLC

4.96K

Jun 30, 26

0.00%

Kestra Investment Management, LLC

4.92K

Jun 30, 26

+4.92K

0.00%

Alessandra Capital Management, LLC

4.90K

Jun 30, 26

0.00%

Waterloo Capital, L.P.

4.89K

Jun 30, 26

-5

0.00%

Trueblood Wealth Management, LLC

4.76K

Jun 30, 26

+18

0.00%

RMR Wealth Builders

4.72K

Jun 30, 26

-23

0.00%

TrueWealth Advisors, LLC

4.71K

Jun 30, 26

+131

0.00%

ZACKS INVESTMENT MANAGEMENT

4.70K

Jun 30, 26

+400

0.00%

Merkkuri Wealth Advisors LLC

4.66K

Jun 30, 26

-1.10K

0.00%

Signal Advisors Wealth, LLC

4.59K

Jun 30, 26

-1.15K

0.00%

Genesee Capital Advisors, LLC

4.56K

Jun 30, 26

-159

0.00%

Sargent Investment Group, LLC

4.56K

Jun 30, 26

-1.48K

0.00%

USAdvisors Wealth Management, LLC

4.55K

Jun 30, 26

+4.55K

0.00%

Koshinski Asset Management, Inc.

4.52K

Jun 30, 26

0.00%

Crossmark Global Holdings, Inc.

4.50K

Jun 30, 26

+4.50K

0.00%

Rubicon Advisors, GP

4.45K

Jun 30, 26

-10.02K

0.00%

Dorsey & Whitney Trust CO LLC

4.45K

Jun 30, 26

0.00%

Strategic Blueprint, LLC

4.44K

Jun 30, 26

+294

0.00%

SUMMIT WEALTH GROUP LLC / CO

4.42K

Jun 30, 26

-3.88K

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

4.42K

Jun 30, 26

+4.42K

0.00%

Pinnacle Bancorp, Inc.

4.33K

Jun 30, 26

+225

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

4.29K

Jun 30, 26

-300

0.00%

SAPIENT CAPITAL LLC

4.28K

Jun 30, 26

-2.40K

0.00%

Kaydan Wealth Management, Inc.

4.13K

Jun 30, 26

0.00%

Asset Allocation Strategies LLC

4.09K

Jun 30, 26

+4.09K

0.00%

CULLEN/FROST BANKERS, INC.

4.05K

Jun 30, 26

+3.89K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

3.96K

Jun 30, 26

+15

0.00%

GILPIN WEALTH MANAGEMENT, LLC

3.62K

Jun 30, 26

+2.51K

0.00%

Highland Investment Advisors LLC

3.50K

Jun 30, 26

+3.50K

0.00%

Hilton Head Capital Partners, LLC

3.33K

Jun 30, 26

-925

0.00%

FIRST HORIZON CORP

3.23K

Jun 30, 26

+363

0.00%

BLAIR WILLIAM & CO/IL

3.20K

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

3.06K

Jun 30, 26

-1.15K

0.00%

Larson Financial Group LLC

2.76K

Jun 30, 26

-239

0.00%

NBT BANK N A /NY

2.45K

Jun 30, 26

-4.80K

0.00%

Medallion Wealth Advisors, LLC

2.27K

Jun 30, 26

-200

0.00%

Noble Wealth Management PBC

2.27K

Jun 30, 26

+2.27K

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

2.22K

Jun 30, 26

+22

0.00%

MTM Investment Management, LLC

2.17K

Jun 30, 26

0.00%

Parallel Advisors, LLC

2.15K

Jun 30, 26

-718

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.14K

Jun 30, 26

-204

0.00%

US BANCORP \DE\

1.84K

Jun 30, 26

-754

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.65K

Jun 30, 26

0.00%

Allworth Financial LP

1.54K

Jun 30, 26

-394

0.00%

NI ACQUISITIONS COMPANY, LLC

1.34K

Jun 30, 26

+1.34K

0.00%

Raleigh Capital Management Inc.

1.19K

Jun 30, 26

+12

0.00%

Mosley Wealth Management

1.16K

Jun 30, 26

-3.32K

0.00%

GILL CAPITAL PARTNERS, LLC

1.09K

Jun 30, 26

0.00%

Wagner Wealth Management, LLC

1.03K

Jun 30, 26

+10

0.00%

HAZLETT, BURT & WATSON, INC.

900

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

826

Jun 30, 26

+276

0.00%

Smithfield Trust Co

725

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

724

Jun 30, 26

-587

0.00%

WHITTIER TRUST CO OF NEVADA INC

702

Jun 30, 26

0.00%

Avion Wealth

622

Jun 30, 26

+500

0.00%

VIMA LLC

593

Jun 30, 26

+593

0.00%

WOLFF WIESE MAGANA LLC

540

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

525

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

476

Jun 30, 26

+63

0.00%

Y.D. More Investments Ltd

450

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

447

Jun 30, 26

+447

0.00%

Golden State Equity Partners

436

Jun 30, 26

-38.32K

0.00%

Lloyd Advisory Services, LLC.

402

Jun 30, 26

+402

0.00%

Go Invest LLC

400

Jun 30, 26

+29

0.00%

True Wealth Design, LLC

400

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

390

Jun 30, 26

-255.38K

0.00%

BNP PARIBAS ARBITRAGE, SNC

338

Jun 30, 26

+295

0.00%

ROTHSCHILD INVESTMENT LLC

335

Jun 30, 26

0.00%

Mascoma Wealth Management LLC

318

Jun 30, 26

+318

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

284

Jun 30, 26

0.00%

Cheviot Value Management, LLC

255

Jun 30, 26

0.00%

Truvestments Capital LLC

222

Jun 30, 26

+222

0.00%

Commonwealth Retirement Investments LLC

200

Jun 30, 26

+200

0.00%

Allspring Global Investments Holdings, LLC

187

Jun 30, 26

+187

0.00%

AMERIFLEX GROUP, INC.

127

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

125

Jun 30, 26

+125

0.00%

Greykasell Wealth Strategies, Inc.

122

Jun 30, 26

0.00%

AMERICAN NATIONAL BANK

Jun 30, 26

0.00%

Key Capital Management, INC

Jun 30, 26

-254

0.00%

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

0.00%

Synergy Investment Management, LLC

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

+29

0.00%

MCF Advisors LLC

Jun 30, 26

+46

0.00%

Caitlin John, LLC

Jun 30, 26

0.00%

Dunhill Financial, LLC

Jun 30, 26

0.00%

Clearstead Advisors, LLC

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

Jun 30, 26

0.00%

Financial Gravity Companies, Inc.

Jun 30, 26

+15

0.00%

Elevated Capital Advisors, LLC

Jun 30, 26

0.00%

Spurstone Advisory Services, LLC

Jun 30, 26

0.00%

Strive Financial Group ,LLC

Jun 30, 26

0.00%

Spectrum Wealth Advisory Group, LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

0.00%

GKV Capital Management Co., Inc.

Jun 30, 26

-32

FMR LLC

Jun 30, 26

-212

SHP Wealth Management

Jun 30, 26

-143

TRB Wealth Management, LLC

Jun 30, 26

-4.72K

Pacific Excel Wealth Advisors, Inc.

Jun 30, 26

-31.16K

WIN ADVISORS, INC

Jun 30, 26

-20.11K

EVOLVE PRIVATE WEALTH, LLC

Jun 30, 26

-4.26K

TopTier Wealth Management, LLC

Jun 30, 26

-194

DAYMARK WEALTH PARTNERS, LLC

Jun 30, 26

-4.69K

First Command Advisory Services, Inc.

Jun 30, 26

-244

Moment Partners, LLC

Jun 30, 26

-4.15K

Occidental Asset Management, LLC

Jun 30, 26

-4.52K

CMC Financial Group

Jun 30, 26

-12.71K

Essex LLC

Jun 30, 26

-5.08K

CURIO WEALTH, LLC

Jun 30, 26

-100

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

Jun 30, 26

-304.75K

Flaharty Asset Management, LLC

Jun 30, 26

-14.53K

Waldron Private Wealth LLC

Jun 30, 26

-8.16K

Vise Technologies, Inc.

Jun 30, 26

-5.09K

Entruity Wealth, LLC

Jun 30, 26

-67.86K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-550

Triad Wealth Partners, LLC

Jun 30, 26

-10.39K

Narwhal Capital Management

Jun 30, 26

-8.75K

CWM, LLC

483.12K

Mar 31, 26

+93.20K

0.38%

Vivaldi Capital Management LP

120.31K

Mar 31, 26

+9.26K

0.09%

U.S. Capital Wealth Advisors, LLC

97.98K

Mar 31, 26

+88.64K

0.08%

Anfield Capital Management, LLC

85.02K

Mar 31, 26

+6.76K

0.07%

Claris Financial LLC

74.54K

Mar 31, 26

+5.13K

0.06%

TCFG WEALTH MANAGEMENT, LLC

22.85K

Mar 31, 26

-665

0.02%

INTEGRITY WEALTH ADVISORS, INC.

11.85K

Mar 31, 26

+5.38K

0.01%

Smart Portfolios, LLC

11.43K

Mar 31, 26

+360

0.01%

Leo Wealth, LLC

7.68K

Mar 31, 26

+7.68K

0.01%

Jaffetilchin Investment Partners, LLC

5.31K

Mar 31, 26

-965

0.00%

Talon Private Wealth, LLC

4.28K

Mar 31, 26

+4.28K

0.00%

Sunbelt Securities, Inc.

223

Mar 31, 26

-13

0.00%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

Mar 31, 26

-319

0.00%

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%

AIFG Consultants Ltd.

28.43K

Dec 31, 25

-11.19K

0.02%

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

0.08%

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

0.00%

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%

NORTHSTAR WEALTH PARTNERS LLC

Sep 30, 20

-13.81K

Watson Rebecca

Sep 30, 20

-150

ETRADE Capital Management LLC

Sep 30, 20

-4.83K

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%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-14.91K

NATIONAL PLANNING CORP

Dec 31, 17

-7.89K

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%