| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.6% | 62.19K | 1.44M | -5.07K | -7.54% |
| Sep 30, 2025 | ALLWORTH FINANCIAL LP | 0% | 48 | 1.16K | 0 | 0 |
| Sep 30, 2025 | MCDONALD PARTNERS LLC | 0.24% | 24.7K | 595.27K | 0 | 0 |
| Sep 30, 2025 | DAVENPORT & CO LLC | 0.25% | 25.53K | 615.23K | 0 | 0 |
| Sep 30, 2025 | MORGAN STANLEY | 0.69% | 71.65K | 1.73M | -1.36K | -1.86% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.37% | 142.11K | 3.42M | 13.06K | +10.12% |
| Sep 30, 2025 | FMR LLC | 0% | 1 | 24 | -1 | -50.00% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.03% | 3.61K | 86.95K | -7 | -0.19% |
| Sep 30, 2025 | CORNERSTONE ADVISORS, LLC | 0.07% | 7.4K | 178.34K | 7.4K | +100.00% |
| Sep 30, 2025 | OPPENHEIMER & CO INC | 0.11% | 11.67K | 281.18K | 11.67K | +100.00% |
| Sep 30, 2025 | UBS GROUP AG | 0.11% | 11.81K | 284.69K | -5.56K | -32.01% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.03% | 3.4K | 81.94K | 0 | 0 |
| Sep 30, 2025 | RELYEA ZUCKERBERG HANSON LLC | 0.12% | 12.05K | 290.43K | 12.05K | +100.00% |
| Sep 30, 2025 | APOLLON WEALTH MANAGEMENT, LLC | 0.13% | 13.11K | 315.84K | 3.11K | +31.05% |
| Sep 30, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 0.19% | 19.44K | 468.46K | 19.44K | +100.00% |
| Sep 30, 2025 | GILLILAND JETER WEALTH MANAGEMENT LLC | 0.24% | 24.4K | 587.98K | -208 | -0.85% |
| Sep 30, 2025 | B. RILEY WEALTH ADVISORS, INC. | 0.24% | 24.54K | 591.34K | 53 | +0.22% |
| Sep 30, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.25% | 25.94K | 625.06K | -7.79K | -23.10% |
| Sep 30, 2025 | WORLD EQUITY GROUP, INC. | 0.26% | 26.74K | 644.48K | 750 | +2.89% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.93% | 96.65K | 2.33M | 1.89K | +1.99% |
| Sep 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 1.9% | 196.73K | 4.74M | -35.41K | -15.25% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 2.84% | 294.5K | 7.1M | 496 | +0.17% |
| Sep 30, 2025 | GUGGENHEIM CAPITAL LLC | 2.91% | 301.83K | 7.27M | 12.23K | +4.22% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 4.65% | 482.06K | 11.62M | -45.63K | -8.65% |
| Sep 30, 2025 | ADVISORY SERVICES NETWORK, LLC | 0% | 461 | 11.1K | 461 | +100.00% |
| Sep 30, 2025 | NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 0.01% | 1.2K | 28.92K | 0 | 0 |
| Sep 30, 2025 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 0.02% | 1.87K | 45K | 0 | 0 |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.02% | 1.98K | 47.65K | 1.98K | +100.00% |
| Sep 30, 2025 | AMERICAN NATIONAL BANK | 0.02% | 2.08K | 50.18K | 0 | 0 |
| Sep 30, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.09% | 9.47K | 228.14K | 9.47K | +100.00% |
| Sep 30, 2025 | D.A. DAVIDSON & CO. | 0.1% | 10.61K | 255.8K | 10.61K | +100.00% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.11% | 11.86K | 286K | -3.22K | -21.37% |
| Sep 30, 2025 | WOOD TARVER FINANCIAL GROUP, LLC | 0% | 0 | - | -205 | -100.00% |
| Sep 30, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0% | 0 | - | -10.68K | -100.00% |
| Sep 30, 2025 | INVESCO LTD. | 0.1% | 10.26K | 247.27K | -116 | -1.12% |
| Sep 30, 2025 | U.S. CAPITAL WEALTH ADVISORS, LLC | 0.16% | 16.83K | 405.48K | 16.83K | +100.00% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.21% | 22.09K | 532.45K | 1.47K | +7.13% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.64% | 66.57K | 1.6M | 1.5K | +2.31% |
| Sep 30, 2025 | SUNBELT SECURITIES, INC. | 0.01% | 660 | 15.91K | 0 | 0 |
| Jun 30, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.33% | 33.73K | 772.01K | -7.13K | -17.45% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.65% | 67.26K | 1.54M | -546 | -0.81% |
| Jun 30, 2025 | INVESCO LTD. | 0.1% | 10.38K | 237.51K | 129 | +1.26% |
| Jun 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.03% | 3.4K | 77.83K | 0 | 0 |
| Jun 30, 2025 | NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 0.01% | 1.2K | 27.47K | 1.2K | +100.00% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.24% | 129.04K | 2.95M | -11.74K | -8.34% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 0.2% | 20.62K | 472.1K | -203 | -0.97% |
| Jun 30, 2025 | WOOD TARVER FINANCIAL GROUP, LLC | 0% | 205 | 4K | 0 | 0 |
| Jun 30, 2025 | DAVENPORT & CO LLC | 0.25% | 25.53K | 584.34K | -1K | -3.77% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 5.09% | 527.68K | 12.08M | 23.7K | +4.70% |
| Jun 30, 2025 | UBS GROUP AG | 0.17% | 17.37K | 397.69K | 938 | +5.71% |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0% | 48 | 1.1K | 48 | +100.00% |
| Jun 30, 2025 | FMR LLC | 0% | 2 | 46 | 1 | +100.00% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 2.83% | 294.01K | 6.73M | 9.49K | +3.34% |
| Jun 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 2.24% | 232.13K | 5.31M | 50.03K | +27.47% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.91% | 94.76K | 2.17M | 2.78K | +3.02% |
| Jun 30, 2025 | MORGAN STANLEY | 0.7% | 73.01K | 1.67M | -2.11K | -2.81% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.63% | 65.07K | 1.49M | -421 | -0.64% |
| Jun 30, 2025 | GILLILAND JETER WEALTH MANAGEMENT LLC | 0.24% | 24.61K | 563.22K | 25 | +0.10% |
| Jun 30, 2025 | B. RILEY WEALTH ADVISORS, INC. | 0.24% | 24.48K | 560.43K | 24.48K | +100.00% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.15% | 15.08K | 345K | 421 | +2.87% |
| Jun 30, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.1% | 10.68K | 244.47K | -317 | -2.88% |
| Jun 30, 2025 | APOLLON WEALTH MANAGEMENT, LLC | 0.1% | 10K | 228.9K | 10K | +100.00% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.03% | 3.62K | 82.75K | -9 | -0.25% |
| Jun 30, 2025 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 0.02% | 1.87K | 42.74K | 0 | 0 |
| Jun 30, 2025 | | 0% | 205 | 4K | 0 | 0 |
| Jun 30, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 0% | 0 | - | -8.21K | -100.00% |
| Jun 30, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0% | 0 | - | -42.34K | -100.00% |
| Jun 30, 2025 | ELEQUIN SECURITIES, LLC | 0% | 0 | - | -1.87K | -100.00% |
| Jun 30, 2025 | WORLD EQUITY GROUP, INC. | 0.25% | 25.99K | 594.96K | 6.95K | +36.50% |
| Jun 30, 2025 | MCDONALD PARTNERS LLC | 0.24% | 24.7K | 565.38K | 0 | 0 |
| Jun 30, 2025 | AMERICAN NATIONAL BANK | 0.02% | 2.08K | 47.66K | 2.08K | +100.00% |
| Jun 30, 2025 | SUNBELT SECURITIES, INC. | 0.01% | 660 | 14.49K | 0 | 0 |
| Jun 30, 2025 | GUGGENHEIM CAPITAL LLC | 2.79% | 289.59K | 6.63M | 43.87K | +17.85% |
| Mar 31, 2025 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 0.02% | 1.87K | 37.34K | 0 | 0 |
| Mar 31, 2025 | MONTAG A & ASSOCIATES INC | 0% | 0 | - | -1.07K | -100.00% |
| Mar 31, 2025 | SYNERGY ASSET MANAGEMENT, LLC | 0% | 0 | - | -421 | -100.00% |
| Mar 31, 2025 | CORNERSTONE ADVISORS, LLC | 0% | 0 | - | -352 | -100.00% |
| Mar 31, 2025 | WORLD EQUITY GROUP, INC. | 0.18% | 19.04K | 381.06K | -35.46K | -65.06% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.14% | 14.66K | 293K | 1.71K | +13.19% |
| Mar 31, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.11% | 11K | 219.94K | -68 | -0.61% |
| Mar 31, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 0.08% | 8.21K | 164.26K | -127.73K | -93.96% |
| Mar 31, 2025 | RALEIGH CAPITAL MANAGEMENT INC. | 0% | 0 | - | -3.35K | -100.00% |
| Mar 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.03% | 3.4K | 68K | 200 | +6.25% |
| Mar 31, 2025 | ELEQUIN SECURITIES, LLC | 0.02% | 1.87K | 37.42K | 1.87K | +100.00% |
| Mar 31, 2025 | | 0% | 0 | - | -70 | -100.00% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 4.86% | 503.98K | 10.08M | 17.79K | +3.66% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 2.74% | 284.52K | 5.69M | 4.99K | +1.79% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.03% | 3.62K | 72.48K | -22 | -0.60% |
| Mar 31, 2025 | GUGGENHEIM CAPITAL LLC | 2.37% | 245.73K | 4.91M | -68 | -0.03% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 1.36% | 140.78K | 2.82M | -2.8K | -1.95% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.89% | 91.98K | 1.84M | -1.72K | -1.83% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.65% | 67.81K | 1.36M | 23.64K | +53.53% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.63% | 65.49K | 1.31M | 10.2K | +18.45% |
| Mar 31, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.41% | 42.34K | 846.88K | 5.39K | +14.59% |
| Mar 31, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.39% | 40.85K | 817.08K | -1.29K | -3.07% |
| Mar 31, 2025 | DAVENPORT & CO LLC | 0.26% | 26.53K | 530.56K | 0 | 0 |
| Mar 31, 2025 | GILLILAND JETER WEALTH MANAGEMENT LLC | 0.24% | 24.58K | 491.62K | 28 | +0.11% |
| Mar 31, 2025 | UBS GROUP AG | 0.16% | 16.44K | 328.72K | -3.81K | -18.81% |
| Mar 31, 2025 | INVESCO LTD. | 0.1% | 10.25K | 204.94K | 10.25K | +100.00% |
| Mar 31, 2025 | SUNBELT SECURITIES, INC. | 0.01% | 660 | 13.2K | 0 | 0 |
| Mar 31, 2025 | FMR LLC | 0% | 1 | 20 | 1 | +100.00% |
| Mar 31, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 1.76% | 182.11K | 3.64M | -36.8K | -16.81% |
| Mar 31, 2025 | MCDONALD PARTNERS LLC | 0.24% | 24.7K | 494K | 0 | 0 |
| Mar 31, 2025 | MORGAN STANLEY | 0.72% | 75.13K | 1.5M | -515 | -0.68% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.2% | 20.83K | 416.53K | -839 | -3.87% |
| Mar 31, 2021 | STIFEL FINANCIAL CORP | 0% | 0 | - | -40.62K | -100.00% |
| Mar 31, 2021 | NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 0% | 0 | - | -480 | -100.00% |
| Mar 31, 2021 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.06% | 5.8K | 190K | 0 | 0 |
| Mar 31, 2021 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 0% | 0 | - | -8.29K | -100.00% |
| Mar 31, 2021 | FNY INVESTMENT ADVISERS, LLC | 0% | 0 | - | -1.25K | -100.00% |
| Mar 31, 2021 | AMERIPRISE FINANCIAL INC | 0% | 0 | - | -7.73K | -100.00% |
| Mar 31, 2021 | ADVISOR GROUP HOLDINGS, INC. | 0% | 0 | - | -24.42K | -100.00% |
| Mar 31, 2021 | SUGARLOAF WEALTH MANAGEMENT, LLC | 0% | 0 | - | -1.23K | -100.00% |
| Mar 31, 2021 | UBS GROUP AG | 0% | 0 | - | -18.37K | -100.00% |
| Mar 31, 2021 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0% | 0 | - | -800 | -100.00% |
| Mar 31, 2021 | ADVISORY SERVICES NETWORK, LLC | 0% | 0 | - | -1.02K | -100.00% |
| Mar 31, 2021 | PRIVATE ADVISOR GROUP, LLC | 0% | 0 | - | -7.32K | -100.00% |
| Mar 31, 2021 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0% | 0 | - | -9.35K | -100.00% |
| Mar 31, 2021 | CWM, LLC | 0% | 0 | - | -27 | -100.00% |
| Mar 31, 2021 | AQR ARBITRAGE LLC | 0% | 0 | - | -9.87K | -100.00% |
| Mar 31, 2021 | ARROWMARK COLORADO HOLDINGS LLC | 0% | 0 | - | -16.12K | -100.00% |
| Mar 31, 2021 | B. RILEY WEALTH ADVISORS, INC. | 0% | 0 | - | -13.36K | -100.00% |
| Mar 31, 2021 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0% | 0 | - | -21.39K | -100.00% |
| Mar 31, 2021 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -7.48K | -100.00% |
| Mar 31, 2021 | MORGAN STANLEY | 0% | 0 | - | -62.46K | -100.00% |
| Mar 31, 2021 | MONTAG A & ASSOCIATES INC | 0% | 0 | - | -229 | -100.00% |
| Mar 31, 2021 | DAVENPORT & CO LLC | 0% | 0 | - | -56.67K | -100.00% |
| Mar 31, 2021 | PANAGORA ASSET MANAGEMENT INC | 0% | 0 | - | -32 | -100.00% |
| Mar 31, 2021 | CITIGROUP INC | 0% | 0 | - | -1.49K | -100.00% |
| Mar 31, 2021 | ENVESTNET ASSET MANAGEMENT INC | 0% | 0 | - | -15.68K | -100.00% |
| Mar 31, 2021 | LPL FINANCIAL LLC | 0% | 0 | - | -65.44K | -100.00% |
| Mar 31, 2021 | JANNEY MONTGOMERY SCOTT LLC | 0% | 0 | - | -13.44K | -100.00% |
| Mar 31, 2021 | ADVISORS ASSET MANAGEMENT, INC. | 0% | 0 | - | -399.28K | -100.00% |
| Mar 31, 2021 | COHEN & STEERS, INC. | 0% | 0 | - | -218.07K | -100.00% |
| Mar 31, 2021 | GUGGENHEIM CAPITAL LLC | 0% | 0 | - | -323.21K | -100.00% |
| Mar 31, 2021 | INVESCO LTD. | 0% | 0 | - | -39.38K | -100.00% |
| Mar 31, 2021 | WELLS FARGO & COMPANY/MN | 0% | 0 | - | -270.2K | -100.00% |
| Mar 31, 2021 | BANK OF AMERICA CORP /DE/ | 0% | 0 | - | -148.17K | -100.00% |
| Mar 31, 2021 | RAYMOND JAMES & ASSOCIATES | 0% | 0 | - | -80.74K | -100.00% |
| Mar 31, 2021 | BALDWIN BROTHERS LLC/MA | 0% | 0 | - | -2K | -100.00% |
| Mar 31, 2021 | ROYAL BANK OF CANADA | 0% | 0 | - | -41.25K | -100.00% |
| Mar 31, 2021 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 0 | - | -1.1K | -100.00% |