How many institutions own TDIV stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own TDIV shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling First Trust NASDAQ Technology Dividend Index Fund stock?

ADVISOR GROUP HOLDINGS, INC., in the last quarter, reduced its stake in TDIV by -11.45% restricting it's holding to 352.99 thousand shares of worth nearly $33.06M. STONEX GROUP INC. also lessened -17.68% of the TDIV shares from its portfolio, reducing its holding to 53.46 thousand shares of worth $5.01M. MML INVESTORS SERVICES, LLC also shunned TDIV shares holding by -31.93% last quarter which brought its holding to 55.5 thousand shares worth $5.20M.

Investors who are buying TDIV stock?

As per its latest 13F filing, COMMONWEALTH EQUITY SERVICES, LLC increased its stake in TDIV by 0.51% in the last quarter. The institutional holder raised its holding to 383.86 thousand shares having worth more than $35.95M. TRUIST FINANCIAL CORP also added 3.31% more shares of TDIV to its portfolio, raising its holding to 97.5 thousand shares of worth $9.13M. RAYMOND JAMES FINANCIAL INC also increased its TDIV shares holding by 5.88% which brought its holding to 1.4 million shares worth $130.99M.

TDIV's major insiders: who are they?

The insider with the most stakes in TDIV is N/A , N/A at the company. Additionally, TDIV stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell TDIV stock?

Company executives, directors, and other insiders own N/A percent of First Trust NASDAQ Technology Dividend Index Fund's stock. Within the last six months, there have been 0 transaction(s) in which TDIV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased TDIV stock?

There have been 0 transaction(s) during the past 6-months in which First Trust NASDAQ Technology Dividend Index Fund insiders have bought stock, totalling 0 shares

How much of TDIV does insiders own?

Around 0 First Trust NASDAQ Technology Dividend Index Fund shares are held by insiders, which represents about N/A of TDIV stock.

Who is the insider with the largest stake?

TDIV N/A, N/A holds the largest portfolio of the company's shares. TDIV shares owned by N/A total nearly -.

Which institution holds the most shares in TDIV?

ADVISOR GROUP HOLDINGS, INC. is the largest institutional owner in TDIV which holds 352.99 thousand shares worth $33.06M or 0.97% of the total TDIV shares outstanding followed by COMMONWEALTH EQUITY SERVICES, LLC with ownership of 383.86 thousand shares representing 1.05% of the TDIV ownership. TRUIST FINANCIAL CORP is the third largest stakeholder with 97.5 thousand shares or 0.27% of the ownership worth more than $9.13M.

Is First Trust NASDAQ Technology Dividend Index Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the TDIV is concerned, it is a stock which is optionable.

Is there a short position on TDIV's shares?

Number of TDIV shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding TDIV shares are there?

As of today, null shares of TDIV are outstanding.

Is there many float in TDIV stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, TDIV has null shares in float.

TDIV short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for TDIV is null.

First Trust NASDAQ Technology Dividend Index Fund (TDIV) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. ADVISOR GROUP HOLDINGS, INC. is the top corporate investor, holding 352.99K shares valued at $33.06M. A 0.97% stake in First Trust NASDAQ Technology Dividend Index Fund is owned by the company. COMMONWEALTH EQUITY SERVICES, LLC owns 383.86K shares valued at $35.95M, which translates its holding of 1.05% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.97%	352.99K	33.06M	-45.63K	-11.45%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.05%	383.86K	35.95M	1.96K	+0.51%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.27%	97.5K	9.13M	3.12K	+3.31%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.83%	1.4M	130.99M	77.72K	+5.88%
Mar 31, 2026	CREATIVE PLANNING	0.74%	269.95K	25.28M	846	+0.31%
Mar 31, 2026	PRIVATE WEALTH GROUP, LLC	0.27%	98.28K	9.2M	4K	+4.24%
Mar 31, 2026	STONEX GROUP INC.	0.15%	53.46K	5.01M	-11.48K	-17.68%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.15%	55.5K	5.2M	-26.04K	-31.93%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.76%	1.37M	128.54M	-191.43K	-12.24%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.81%	297.84K	27.9M	-14.16K	-4.54%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.27%	97.19K	9.1M	-2.4K	-2.41%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	65.22K	6.11M	-496	-0.75%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.16%	57.11K	5.35M	3.21K	+5.95%
Mar 31, 2026	CAPITAL ADVISORS, LTD. LLC	0.18%	65.91K	6.17M	20.26K	+44.38%
Mar 31, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.36%	130.98K	12.27M	-12.94K	-8.99%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.14%	52.15K	4.88M	1.52K	+3.01%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.14%	50K	4.68M	-100	-0.20%
Mar 31, 2026	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	1.88%	687.58K	64.4M	-372.07K	-35.11%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.1%	766.82K	71.82M	-48.57K	-5.96%
Mar 31, 2026	APRIO WEALTH MANAGEMENT, LLC	1.06%	388.91K	36.42M	12.3K	+3.26%
Mar 31, 2026	SIGMA PLANNING CORP	0.16%	58.82K	5.51M	379	+0.65%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.13%	48.53K	4.54M	16.74K	+52.66%
Mar 31, 2026	BLUECHIP WEALTH ADVISORS LLC	0.13%	47.91K	4.49M	-409	-0.85%
Mar 31, 2026	JPMORGAN CHASE & CO	0.13%	47.81K	4.34M	4.99K	+11.65%
Mar 31, 2026		0.13%	46.96K	4.91M	-10.74K	-18.61%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.13%	46.65K	4.37M	46.65K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	1.09%	397.64K	37.24M	97.15K	+32.33%
Mar 31, 2026	PARK NATIONAL CORP /OH/	0.71%	260.39K	24.39M	-634	-0.24%
Mar 31, 2026	WEALTH MANAGEMENT ASSOCIATES, INC.	0.16%	56.67K	5.31M	1.25K	+2.25%
Mar 31, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.16%	58.12K	5.44M	6.46K	+12.50%
Mar 31, 2026	US BANCORP \DE\	0.18%	65.13K	6.1M	-5.51K	-7.80%
Mar 31, 2026	ICAPITAL WEALTH LLC	0.18%	67.14K	6.29M	3.12K	+4.87%
Mar 31, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.39%	143.16K	13.41M	416	+0.29%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.43%	158.31K	14.83M	-46.94K	-22.87%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.45%	164.84K	15.44M	-6.27K	-3.66%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.5%	181.35K	16.99M	16.58K	+10.06%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.5%	183.49K	17.19M	123.09K	+203.80%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.68%	247.18K	23.15M	-16.06K	-6.10%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.68%	249.74K	23.42M	-166.13K	-39.95%
Mar 31, 2026	ROYAL BANK OF CANADA	1.48%	541.37K	50.71M	-68.32K	-11.21%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.51%	553.56K	51.84M	26.16K	+4.96%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.06%	1.49M	139.13M	104.85K	+7.59%
Mar 31, 2026	MORGAN STANLEY	5%	1.83M	171.11M	-38.05K	-2.04%
Mar 31, 2026	LPL FINANCIAL LLC	7.66%	2.8M	262.28M	-34.56K	-1.22%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.34%	489.79K	45.87M	-1.46K	-0.30%
Mar 31, 2026	FLAHARTY ASSET MANAGEMENT, LLC	0.72%	263.54K	24.68M	-1.24K	-0.47%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.37%	136.47K	13.22M	-17.17K	-11.17%
Mar 31, 2026	SOA WEALTH ADVISORS, LLC.	0.32%	116.74K	116.74K	0	0
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.31%	113.43K	10.62M	62.77K	+123.87%
Mar 31, 2026	CRUMLY & ASSOCIATES INC.	0.29%	104.43K	9.78M	-35.05K	-25.13%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.24%	88.66K	8.14M	36.66K	+70.51%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.23%	85.9K	8.04M	1.67K	+1.98%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	80.24K	7.52M	4.62K	+6.11%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.2%	72.99K	6.84M	72.99K	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.2%	71.64K	6.71M	20.43K	+39.89%
Mar 31, 2026	HOBART PRIVATE CAPITAL, LLC	0.17%	61.71K	5.78M	5.01K	+8.83%
Mar 31, 2026	HENGEHOLD CAPITAL MANAGEMENT LLC	0.17%	61.49K	5.76M	270	+0.44%
Mar 31, 2026	IFP ADVISORS, INC	0.52%	189.83K	17.78M	11.11K	+6.21%
Mar 31, 2026	ASSETMARK, INC	0.5%	184.22K	17.25M	15.13K	+8.95%
Mar 31, 2026	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.38%	138.11K	12.94M	377	+0.27%
Mar 31, 2026	DEFINED WEALTH MANAGEMENT, LLC	0.13%	46.05K	4.31M	105	+0.23%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.12%	45.35K	4.25M	20.23K	+80.53%
Mar 31, 2026	GREAT DIAMOND PARTNERS, LLC	0.12%	44.99K	4.21M	-850	-1.85%
Mar 31, 2026	CWM, LLC	0.12%	44.95K	4.21M	-235	-0.52%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.12%	44.33K	4.15M	22.43K	+102.39%
Mar 31, 2026	UBS GROUP AG	2.92%	1.07M	99.86M	-27.64K	-2.53%
Dec 31, 2025	ICAPITAL WEALTH LLC	0.17%	64.02K	6.2M	-17.49K	-21.46%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.11%	42.84K	3.76M	-3.16K	-6.86%
Dec 31, 2025	CWM, LLC	0.12%	45.19K	4.38M	-854	-1.85%
Dec 31, 2025	ASSETMARK, INC	0.45%	169.09K	16.37M	7.94K	+4.93%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.13%	50.1K	4.85M	-99.9K	-66.60%
Dec 31, 2025	BLUECHIP WEALTH ADVISORS LLC	0.12%	48.32K	4.68M	-184	-0.38%
Dec 31, 2025	GREAT DIAMOND PARTNERS, LLC	0.12%	45.84K	4.44M	-1.45K	-3.06%
Dec 31, 2025	DEFINED WEALTH MANAGEMENT, LLC	0.12%	45.94K	4.45M	-322	-0.70%
Dec 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.12%	45.65K	4.42M	3.45K	+8.18%
Dec 31, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.15%	55.83K	5.41M	1.47K	+2.70%
Dec 31, 2025	IFP ADVISORS, INC	0.47%	178.72K	17.31M	5.18K	+2.99%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.54%	205.25K	19.88M	-5.1K	-2.42%
Dec 31, 2025	SIGMA PLANNING CORP	0.15%	58.45K	5.66M	-19.5K	-25.01%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.13%	50.63K	4.9M	1.92K	+3.94%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.16%	60.4K	5.85M	-1.76K	-2.83%
Dec 31, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	0.16%	61.22K	5.93M	-248	-0.40%
Dec 31, 2025	STONEX GROUP INC.	0.17%	64.94K	6.29M	12.18K	+23.08%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.19%	70.28K	6.81M	-1.77K	-2.46%
Dec 31, 2025	US BANCORP \DE\	0.19%	70.64K	6.84M	3.42K	+5.09%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.2%	75.62K	7.32M	-920	-1.20%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.22%	81.54K	7.9M	7.3K	+9.84%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.22%	84.23K	8.16M	-21.26K	-20.15%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.25%	94.37K	9.14M	24.05K	+34.20%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.26%	99.59K	9.64M	-1.58K	-1.56%
Dec 31, 2025	SOA WEALTH ADVISORS, LLC.	0.31%	116.74K	116.74K	28.84K	+32.80%
Dec 31, 2025	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.36%	137.73K	13.34M	-332	-0.24%
Dec 31, 2025	AVAII WEALTH MANAGEMENT, LLC	0.36%	138.13K	13.38M	27.1K	+24.41%
Dec 31, 2025	CRUMLY & ASSOCIATES INC.	0.37%	139.47K	13.51M	13.07K	+10.34%
Dec 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.38%	142.75K	13.82M	-383	-0.27%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.38%	143.92K	13.94M	3.48K	+2.47%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.79%	300.49K	29.1M	72.79K	+31.97%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.43%	164.77K	15.96M	23.44K	+16.59%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.45%	171.11K	16.57M	-840	-0.49%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.67%	263.24K	25.49M	6.27K	+2.44%
Dec 31, 2025	PARK NATIONAL CORP /OH/	0.69%	261.02K	25.28M	-8.01K	-2.98%
Dec 31, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.7%	264.79K	25.64M	-11.62K	-4.20%
Dec 31, 2025	ROYAL BANK OF CANADA	1.61%	609.69K	59.04M	47.26K	+8.40%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.15%	815.39K	78.96M	-13.84K	-1.67%
Dec 31, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	2.79%	1.06M	102.62M	97.73K	+10.16%
Dec 31, 2025	UBS GROUP AG	2.88%	1.09M	105.92M	-2.15K	-0.20%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.51%	1.32M	127.91M	-35.36K	-2.61%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.64%	1.38M	133.7M	21.03K	+1.55%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	4.12%	1.56M	151.45M	75.62K	+5.08%
Dec 31, 2025	MORGAN STANLEY	4.91%	1.86M	180.61M	-23.7K	-1.25%
Dec 31, 2025	LPL FINANCIAL LLC	7.54%	2.83M	274.53M	40.61K	+1.45%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.83%	312K	30.22M	15.43K	+5.20%
Dec 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0.99%	376.61K	36.47M	15.26K	+4.22%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.01%	381.9K	36.98M	-15.02K	-3.78%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.05%	398.62K	38.61M	3.01K	+0.76%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.29%	491.25K	47.57M	6.41K	+1.32%
Dec 31, 2025		0.15%	57.7K	5.59M	57.7K	+100.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	65.72K	6.36M	8.4K	+14.66%
Dec 31, 2025	PRIVATE WEALTH GROUP, LLC	0.25%	94.28K	9.13M	1.07K	+1.15%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.4%	153.64K	14.88M	-3.09K	-1.97%
Dec 31, 2025	CREATIVE PLANNING	0.72%	269.1K	26.06M	-6.51K	-2.36%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.11%	415.87K	40.08M	1.38K	+0.33%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.4%	527.4K	51.08M	114.59K	+27.76%
Dec 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.13%	50.67K	4.91M	2.03K	+4.18%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.14%	51.21K	4.96M	-3.02K	-5.56%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.14%	52K	5.04M	9.31K	+21.82%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.14%	53.9K	5.22M	827	+1.56%
Dec 31, 2025	WEALTH MANAGEMENT ASSOCIATES, INC.	0.15%	55.42K	5.37M	-875	-1.55%
Dec 31, 2025	HOBART PRIVATE CAPITAL, LLC	0.15%	56.71K	5.49M	4.77K	+9.17%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.15%	57.68K	5.59M	57.68K	+100.00%
Sep 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.73%	276.41K	27.26M	1.41K	+0.51%
Sep 30, 2025	SYNERGY ASSET MANAGEMENT, LLC	0.21%	79.15K	7.35M	52.1K	+192.65%
Sep 30, 2025	SIGMA PLANNING CORP	0.21%	77.94K	7.68M	7.56K	+10.75%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.2%	76.54K	7.55M	1.23K	+1.63%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.2%	74.24K	7.32M	1.9K	+2.63%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.19%	72.05K	7.1M	2.86K	+4.13%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.41%	156.73K	15.45M	17.32K	+12.43%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.14%	54.23K	5.35M	-21	-0.04%
Sep 30, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.14%	54.37K	5.42M	54.37K	+100.00%
Sep 30, 2025	WEALTH MANAGEMENT ASSOCIATES, INC.	0.15%	56.3K	5.55M	-812	-1.42%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	57.32K	5.65M	4.82K	+9.18%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.16%	62.16K	6.13M	-3.25K	-4.97%
Sep 30, 2025	ROYAL BANK OF CANADA	1.48%	562.43K	55.45M	11.7K	+2.13%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.18%	829.23K	81.75M	-24K	-2.81%
Sep 30, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	2.53%	961.92K	94.84M	961.92K	+100.00%
Sep 30, 2025	UBS GROUP AG	2.88%	1.1M	108.05M	-7.61K	-0.69%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.57%	1.36M	133.71M	-30.16K	-2.18%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.58%	1.36M	134.04M	-15.49K	-1.13%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.92%	1.49M	146.73M	113.39K	+8.25%
Sep 30, 2025	MORGAN STANLEY	4.97%	1.89M	186.21M	-59.37K	-3.05%
Sep 30, 2025	LPL FINANCIAL LLC	7.35%	2.79M	275.49M	191.29K	+7.35%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.14%	53.07K	5.23M	235	+0.44%
Sep 30, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	0.16%	61.46K	6.06M	801	+1.32%
Sep 30, 2025	US BANCORP \DE\	0.18%	67.22K	6.63M	2.14K	+3.29%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.19%	70.32K	6.93M	2.35K	+3.46%
Sep 30, 2025	ICAPITAL WEALTH LLC	0.21%	81.51K	8.04M	0	0
Sep 30, 2025	SOA WEALTH ADVISORS, LLC.	0.23%	87.91K	87.91K	0	0
Sep 30, 2025	PRIVATE WEALTH GROUP, LLC	0.25%	93.21K	9.19M	-18.21K	-16.34%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.27%	101.17K	9.97M	270	+0.27%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.28%	105.49K	10.4M	-6.81K	-6.06%
Sep 30, 2025	AVAII WEALTH MANAGEMENT, LLC	0.29%	111.03K	10.95M	3.8K	+3.55%
Sep 30, 2025	CRUMLY & ASSOCIATES INC.	0.33%	126.4K	12.46M	3.56K	+2.90%
Sep 30, 2025	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.36%	138.06K	13.61M	2.18K	+1.60%
Sep 30, 2025	ASSETMARK, INC	0.42%	161.15K	15.89M	1.96K	+1.23%
Sep 30, 2025	IAMS WEALTH MANAGEMENT, LLC	0.1%	39.44K	3.89M	-882	-2.19%
Sep 30, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.11%	40.21K	3.96M	-669	-1.64%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	40.78K	4.04M	-2.12K	-4.95%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.11%	40.88K	4.03M	-2.15K	-4.99%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.11%	42.68K	4.2M	9.15K	+27.27%
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.11%	42.2K	4.16M	2.57K	+6.47%
Sep 30, 2025	JPMORGAN CHASE & CO	0.11%	43.22K	4.26M	3.2K	+7.99%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.12%	45.99K	4.53M	1.24K	+2.77%
Sep 30, 2025	CWM, LLC	0.12%	46.04K	4.54M	-60	-0.13%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.45%	171.95K	16.95M	10.92K	+6.78%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.39%	150K	14.79M	50K	+50.00%
Sep 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.38%	143.13K	14.11M	340	+0.24%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.37%	141.33K	13.94M	8.36K	+6.29%
Sep 30, 2025	DEFINED WEALTH MANAGEMENT, LLC	0.12%	46.26K	4.56M	-109	-0.24%
Sep 30, 2025	GREAT DIAMOND PARTNERS, LLC	0.12%	47.29K	4.66M	-1.4K	-2.87%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.13%	47.52K	4.69M	-118	-0.25%
Sep 30, 2025	BLUECHIP WEALTH ADVISORS LLC	0.13%	48.51K	4.78M	-910	-1.84%
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.13%	48.64K	4.8M	3.23K	+7.11%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.13%	48.71K	4.8M	2.21K	+4.75%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.6%	227.7K	22.45M	50.43K	+28.45%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.68%	256.98K	25.34M	46.1K	+21.86%
Sep 30, 2025	PARK NATIONAL CORP /OH/	0.71%	269.04K	26.52M	-25.75K	-8.73%
Sep 30, 2025	CREATIVE PLANNING	0.73%	275.61K	27.17M	-2.58K	-0.93%
Sep 30, 2025	HOBART PRIVATE CAPITAL, LLC	0.14%	51.94K	5.12M	-693	-1.32%
Sep 30, 2025	IFP ADVISORS, INC	0.46%	173.54K	17.11M	131.95K	+317.23%
Sep 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.48%	184.06K	18.15M	1.31K	+0.72%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.56%	210.35K	20.74M	636	+0.30%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.14%	52.55K	5.18M	-1.86K	-3.41%
Sep 30, 2025	STONEX GROUP INC.	0.14%	52.76K	5.2M	-1.47K	-2.70%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.28%	484.83K	47.8M	55.25K	+12.86%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.09%	414.48K	40.86M	-4.8K	-1.15%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.09%	412.81K	40.75M	-37.05K	-8.24%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.04%	396.92K	39.13M	1.59K	+0.40%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.04%	395.61K	37.25M	34.79K	+9.64%
Sep 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0.95%	361.35K	35.63M	7.53K	+2.13%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.78%	296.57K	29.24M	32.73K	+12.41%
Jun 30, 2025	LPL FINANCIAL LLC	7.15%	2.6M	234.71M	236.39K	+9.99%
Jun 30, 2025	ROYAL BANK OF CANADA	1.51%	550.72K	49.66M	64.09K	+13.17%
Jun 30, 2025	PARK NATIONAL CORP /OH/	0.81%	294.78K	26.58M	-11.79K	-3.85%
Jun 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.76%	275K	24.8M	10.41K	+3.93%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.58%	209.71K	18.91M	1.3K	+0.62%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.38%	139.4K	12.57M	3.19K	+2.34%
Jun 30, 2025	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.37%	135.88K	12.25M	-9.91K	-6.80%
Jun 30, 2025	PRIVATE WEALTH GROUP, LLC	0.31%	111.42K	10.05M	13.62K	+13.93%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.31%	112.29K	10.13M	-13.35K	-10.62%
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0.24%	87.91K	87.91K	-7.95K	-8.29%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.22%	81.31K	7.33M	77.69K	+2,146.81%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	75.31K	6.79M	163	+0.22%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.2%	72.56K	6.54M	5.64K	+8.43%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.2%	72.34K	6.52M	6.64K	+10.10%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.19%	67.97K	6.13M	-47	-0.07%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.18%	65.41K	5.9M	1.87K	+2.94%
Jun 30, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	0.17%	60.66K	5.47M	1.21K	+2.03%
Jun 30, 2025		0.16%	57.11K	5.15M	-3.88K	-6.36%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.78%	284.31K	25.64M	233.33K	+457.71%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.72%	263.84K	23.79M	6.72K	+2.61%
Jun 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.5%	182.75K	16.48M	-160.24K	-46.72%
Jun 30, 2025	AVAII WEALTH MANAGEMENT, LLC	0.29%	107.23K	9.67M	60	+0.06%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.37%	132.97K	11.99M	9.26K	+7.49%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.19%	69.2K	6.24M	-21.84K	-23.99%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.15%	54.4K	4.91M	1.23K	+2.31%
Jun 30, 2025	MORGAN STANLEY	5.35%	1.95M	175.66B	-27.6K	-1.40%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.81%	1.39M	125.01M	202.28K	+17.08%
Jun 30, 2025	STONEX GROUP INC.	0.15%	54.23K	4.89M	-1.89K	-3.37%
Jun 30, 2025	HOBART PRIVATE CAPITAL, LLC	0.14%	52.64K	4.75M	8.91K	+20.37%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	52.5K	4.73M	11.83K	+29.10%
Jun 30, 2025	BLUECHIP WEALTH ADVISORS LLC	0.14%	49.42K	4.46M	1.14K	+2.37%
Jun 30, 2025	GREAT DIAMOND PARTNERS, LLC	0.13%	48.69K	4.39M	-2.23K	-4.37%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.13%	47.64K	4.3M	47.64K	+100.00%
Jun 30, 2025	HARVEST INVESTMENT SERVICES, LLC	0.13%	46.74K	4.21M	-369	-0.78%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.13%	46.5K	4.19M	12	+0.03%
Jun 30, 2025	DEFINED WEALTH MANAGEMENT, LLC	0.13%	46.37K	4.18M	-963	-2.03%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.13%	45.95K	4.14M	3.09K	+7.20%
Jun 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.12%	45.41K	4.09M	-2.48K	-5.19%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.12%	44.75K	4.04M	3.9K	+9.53%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.12%	43.03K	3.88M	-1.18K	-2.67%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	42.9K	3.96M	4.87K	+12.80%
Jun 30, 2025	RANCH CAPITAL ADVISORS INC.	0.11%	41.6K	3.75M	2.37K	+6.04%
Jun 30, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.11%	40.88K	3.69M	-319	-0.77%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.27%	100K	9.02M	50K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.78%	1.38M	123.99M	-17.29K	-1.24%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.78%	1.37M	123.97M	-286.38K	-17.24%
Jun 30, 2025	UBS GROUP AG	3.03%	1.1M	99.51M	14.47K	+1.33%
Jun 30, 2025	ASSETMARK, INC	0.44%	159.19K	14.35M	10.72K	+7.22%
Jun 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.39%	142.79K	13.1M	-12.59K	-8.10%
Jun 30, 2025	CRUMLY & ASSOCIATES INC.	0.34%	122.84K	11.08M	11.7K	+10.52%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.28%	100.9K	9.1M	-5.29K	-4.98%
Jun 30, 2025	ICAPITAL WEALTH LLC	0.22%	81.51K	7.35M	1.05K	+1.31%
Jun 30, 2025	CREATIVE PLANNING	0.76%	278.18K	25.08M	-1.72K	-0.62%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.58%	210.88K	19.02M	6.49K	+3.17%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.49%	177.28K	15.98M	-6.75K	-3.67%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.44%	161.03K	14.52M	4.03K	+2.57%
Jun 30, 2025	SIGMA PLANNING CORP	0.19%	70.38K	6.35M	-43.92K	-38.43%
Jun 30, 2025	US BANCORP \DE\	0.18%	65.08K	5.87M	19.07K	+41.44%
Jun 30, 2025	WEALTH MANAGEMENT ASSOCIATES, INC.	0.16%	57.11K	5.15M	-3.88K	-6.36%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.15%	54.25K	4.89M	-9.05K	-14.30%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.34%	853.23K	76.94M	228.52K	+36.58%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.24%	449.86K	40.57M	15.14K	+3.48%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.18%	429.58K	38.74M	4.36K	+1.03%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.15%	419.29K	37.82M	366.28K	+690.92%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.09%	395.34K	35.65M	-8.65K	-2.14%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.99%	360.82K	32.4M	15.78K	+4.57%
Jun 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0.97%	353.82K	31.9M	70.06K	+24.69%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.64%	208.41K	15.34M	-12.28K	-5.56%
Mar 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	1.05%	342.98K	25.25M	164.67K	+92.35%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.24%	403.99K	29.74M	7.77K	+1.96%
Mar 31, 2025	MORGAN STANLEY	6.05%	1.98M	145.43M	-115.65K	-5.53%
Mar 31, 2025	STONEX GROUP INC.	0.17%	56.12K	4.13M	27.77K	+97.93%
Mar 31, 2025	SOA WEALTH ADVISORS, LLC.	0.29%	95.86K	95.86K	95.86K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.27%	1.39M	102.49M	14.04K	+1.02%
Mar 31, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	0.18%	59.45K	4.38M	577	+0.98%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.18%	59.93K	4.41M	-214	-0.36%
Mar 31, 2025		0.19%	60.99K	4.49M	-1.08K	-1.74%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.19%	63.3K	4.66M	-6.18K	-8.90%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	63.54K	4.68M	-9.5K	-13.01%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.2%	65.7K	4.84M	16.26K	+32.88%
Mar 31, 2025	AVAII WEALTH MANAGEMENT, LLC	0.33%	107.17K	7.89M	-11.89K	-9.99%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.39%	125.64K	9.25M	-4.89K	-3.74%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.16%	53.01K	3.89M	7.37K	+16.15%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.22%	71.67K	5.29M	43.9K	+158.06%
Mar 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.34%	111.65K	8.22M	4.47K	+4.17%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	5.09%	1.66M	122.29M	-23.84K	-1.41%
Mar 31, 2025	LPL FINANCIAL LLC	7.25%	2.37M	174.21M	119.19K	+5.30%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.39%	125.64K	9.25M	-4.89K	-3.74%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.42%	136.22K	10.03M	-8.55K	-5.90%
Mar 31, 2025	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.45%	145.79K	10.73M	-3.69K	-2.47%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.56%	184.03K	13.55M	-24.78K	-11.87%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.63%	204.39K	15.05M	-39.5K	-16.20%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.33%	434.72K	32M	-1.42K	-0.33%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.79%	257.12K	18.93M	2.36K	+0.92%
Mar 31, 2025	CREATIVE PLANNING	0.86%	279.91K	20.6M	2.06K	+0.74%
Mar 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0.87%	283.76K	20.89M	87.74K	+44.76%
Mar 31, 2025	ROYAL BANK OF CANADA	1.49%	486.64K	35.82M	25.91K	+5.62%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.91%	624.7K	45.98M	39.33K	+6.72%
Mar 31, 2025	ICAPITAL WEALTH LLC	0.25%	80.46K	5.92M	3.32K	+4.30%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.28%	91.04K	6.7M	2.52K	+2.85%
Mar 31, 2025	ASSETMARK, INC	0.46%	148.46K	10.93M	10.67K	+7.75%
Mar 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.48%	155.38K	11.44M	99	+0.06%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.48%	157K	11.56M	-9.46K	-5.68%
Mar 31, 2025	PARK NATIONAL CORP /OH/	0.94%	306.58K	22.57M	-5.56K	-1.78%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.21%	66.92K	4.93M	-3.78K	-5.35%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.21%	68.02K	5.01M	3.94K	+6.14%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	75.15K	5.53M	506	+0.68%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.06%	345.04K	25.4M	4.55K	+1.33%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.63%	1.18M	87.16M	-44.35K	-3.61%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.3%	425.22K	31.3M	-19.65K	-4.42%
Mar 31, 2025	UBS GROUP AG	3.34%	1.09M	80.17M	31.25K	+2.95%
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.16%	53.17K	3.91M	1.04K	+2.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.24%	77.44K	5.7M	-24.49K	-24.03%
Mar 31, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.81%	264.59K	19.48M	-30.66K	-10.39%
Mar 31, 2025	PRIVATE WEALTH GROUP, LLC	0.3%	97.79K	7.2M	-2.33K	-2.33%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.33%	106.18K	7.82M	-9.05K	-7.85%
Mar 31, 2025	CRUMLY & ASSOCIATES INC.	0.34%	111.15K	8.18M	6.71K	+6.42%
Mar 31, 2025	SIGMA PLANNING CORP	0.35%	114.3K	8.41M	7.69K	+7.21%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.38%	123.7K	9.11M	16.16K	+15.03%
Mar 31, 2024	UBS GROUP AG	3.18%	1.13M	78.91M	49.74K	+4.59%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.27%	1.17M	81.27M	-455.76K	-28.09%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.39%	438.3K	30.54M	104.9K	+31.46%
Mar 31, 2024	MORGAN STANLEY	5.56%	1.98M	138.09M	-15.56K	-0.78%
Mar 31, 2024	HENGEHOLD CAPITAL MANAGEMENT LLC	0.18%	56.57K	3.94M	-2.21K	-3.76%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.19%	58.33K	4.06M	17.68K	+43.48%
Mar 31, 2024	GREAT DIAMOND PARTNERS, LLC	0.2%	62.54K	4.36M	-999	-1.57%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.2%	72.41K	5.04M	3.12K	+4.51%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.22%	68.77K	4.79M	6.89K	+11.13%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.22%	68.89K	4.8M	-1.41K	-2.00%
Mar 31, 2024	WEALTHPLAN PARTNERS, LLC	0.22%	69.04K	4.81M	69.04K	+100.00%
Mar 31, 2024	COPPELL ADVISORY SOLUTIONS CORP.	0.22%	70.62K	4.92M	70.62K	+100.00%
Mar 31, 2024	ICAPITAL WEALTH LLC	0.23%	71.56K	4.99M	2.14K	+3.08%
Mar 31, 2024	JPMORGAN CHASE & CO	0.23%	82.85K	5.77M	205	+0.25%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	74.62K	5.2M	-1.31K	-1.73%
Mar 31, 2024	PRIVATE WEALTH GROUP, LLC	0.32%	100.77K	7.02M	-465	-0.46%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.32%	101.03K	7.04M	11.43K	+12.75%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.33%	104.79K	7.3M	254	+0.24%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	123.56K	8.61M	4.55K	+3.82%
Mar 31, 2024	SIGMA PLANNING CORP	0.35%	109.92K	7.66M	53.96K	+96.44%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.35%	110.88K	7.73M	10.28K	+10.22%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.37%	115.15K	8.02M	-17.97K	-13.50%
Mar 31, 2024	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.37%	115.48K	8.05M	-2.13K	-1.81%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.39%	122.45K	8.53M	-6.18K	-4.81%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.4%	126.04K	8.78M	318	+0.25%
Mar 31, 2024	CONCORDE ASSET MANAGEMENT, LLC	0.48%	151.45K	10.55M	-137	-0.09%
Mar 31, 2024	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.5%	158.21K	11.02M	-4.43K	-2.73%
Mar 31, 2024	ARDEN TRUST CO	0.56%	175.61K	12.23M	-4.44K	-2.47%
Mar 31, 2024	APRIO WEALTH MANAGEMENT, LLC	0.59%	185.05K	12.89M	1.54K	+0.84%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.66%	236.59K	16.48M	1.6K	+0.68%
Mar 31, 2024	CREATIVE PLANNING	0.75%	266.53K	18.57M	-449	-0.17%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	0.85%	268.09K	3.84M	268.09K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.86%	307.27K	21.41M	-7.96K	-2.53%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.88%	275.9K	19.22M	275.9K	+100.00%
Mar 31, 2024	FLAHARTY ASSET MANAGEMENT, LLC	0.98%	310.21K	21.61M	-142.2K	-31.43%
Mar 31, 2024	IAMS WEALTH MANAGEMENT, LLC	0.13%	44.83K	3.02M	-556	-1.23%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.13%	45.95K	3.2M	-14.38K	-23.83%
Mar 31, 2024	HARVEST INVESTMENT SERVICES, LLC	0.13%	47.56K	3.31M	-678	-1.41%
Mar 31, 2024	CWM, LLC	0.14%	48.6K	3.39M	-476	-0.97%
Mar 31, 2024	DEFINED WEALTH MANAGEMENT, LLC	0.14%	49.25K	3.43M	-173	-0.35%
Mar 31, 2024	COTTONWOOD CAPITAL ADVISORS, LLC	0.14%	50.14K	3.38M	-1.17K	-2.28%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.15%	54.93K	3.83M	-900	-1.61%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.16%	57.57K	4.01M	-552	-0.95%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.25%	77.35K	5.39M	12.54K	+19.35%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.41%	146.63K	10.22M	-736	-0.50%
Mar 31, 2024	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.48%	150.93K	10.52M	16.79K	+12.51%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.03%	367.03K	25.57M	1.03K	+0.28%
Mar 31, 2024	PARK NATIONAL CORP /OH/	1%	315.72K	22M	-1.35K	-0.42%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.01%	358.69K	24.99M	-115.35K	-24.33%
Mar 31, 2024	CETERA ADVISORS LLC	1.04%	326.6K	22.75M	282.83K	+646.13%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.04%	370.29K	25.8M	4.57K	+1.25%
Mar 31, 2024	ROYAL BANK OF CANADA	1.47%	524.82K	36.56M	-23.62K	-4.31%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.51%	537.72K	37.46M	4K	+0.75%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.58%	919.67K	64.07M	-27.11K	-2.86%
Mar 31, 2024	ASSETMARK, INC	0.25%	79.91K	5.57M	22.72K	+39.73%
Mar 31, 2024	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.3%	94.43K	6.58M	16.74K	+21.54%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	4.24%	1.51M	105.29M	106.31K	+7.57%
Mar 31, 2024	LPL FINANCIAL LLC	5.92%	2.11M	147.03M	242.9K	+13.01%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4.71%	1.62M	103.97M	-39.96K	-2.40%
Dec 31, 2023	LPL FINANCIAL LLC	5.43%	1.87M	119.69M	59.33K	+3.28%
Dec 31, 2023	MORGAN STANLEY	5.8%	2M	128.03M	-147.16K	-6.86%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.06%	366K	23.46M	45.59K	+14.23%
Dec 31, 2023	FLAHARTY ASSET MANAGEMENT, LLC	1.31%	452.41K	28.99M	-3.82K	-0.84%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.38%	474.04K	30.39M	-74.14K	-13.53%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.55%	533.73K	34.21M	11.37K	+2.18%
Dec 31, 2023	SIGMA PLANNING CORP	0.16%	55.96K	3.59M	-53.49K	-48.87%
Dec 31, 2023	ASSETMARK, INC	0.17%	57.19K	3.67M	15.27K	+36.43%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.17%	58.12K	3.72M	-6.86K	-10.56%
Dec 31, 2023	HENGEHOLD CAPITAL MANAGEMENT LLC	0.17%	58.78K	3.77M	72	+0.12%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.18%	60.32K	3.87M	-592	-0.97%
Dec 31, 2023	SNOWDEN CAPITAL ADVISORS LLC	0.18%	60.76K	3.89M	-1.05K	-1.70%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.18%	61.88K	3.97M	6.29K	+11.31%
Dec 31, 2023	GREAT DIAMOND PARTNERS, LLC	0.18%	63.54K	4.07M	9.87K	+18.40%
Dec 31, 2023		0.19%	64.81K	4.15M	5.12K	+8.58%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.19%	66.38K	4.43M	-183.54K	-73.44%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.2%	69.28K	4.44M	-2.76K	-3.84%
Dec 31, 2023	ICAPITAL WEALTH LLC	0.2%	69.43K	4.45M	1K	+1.46%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.2%	70.29K	4.51M	-11.66K	-14.22%
Dec 31, 2023	COPPELL ADVISORY SOLUTIONS LLC	0.22%	75.6K	4.85M	37.12K	+96.46%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	75.93K	4.87M	-112	-0.15%
Dec 31, 2023	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.23%	77.69K	4.98M	27.21K	+53.90%
Dec 31, 2023	JPMORGAN CHASE & CO	0.24%	82.65K	5.3M	28.23K	+51.87%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.26%	89.61K	5.91M	21.71K	+31.97%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.29%	100.6K	6.45M	-51.58K	-33.89%
Dec 31, 2023	PRIVATE WEALTH GROUP, LLC	0.29%	101.23K	6.49M	2.44K	+2.47%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.3%	104.54K	6.7M	-133	-0.13%
Dec 31, 2023	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.34%	117.62K	7.54M	-5.34K	-4.35%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	119.01K	7.63M	9.03K	+8.21%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.37%	125.72K	7.92M	1.09K	+0.87%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.37%	128.63K	8.24M	-7.84K	-5.74%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.39%	133.11K	8.53M	19.73K	+17.40%
Dec 31, 2023	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.39%	134.14K	8.6M	3.02K	+2.30%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.43%	147.37K	9.45M	112	+0.08%
Dec 31, 2023	CONCORDE ASSET MANAGEMENT, LLC	0.44%	151.59K	9.72M	104.83K	+224.22%
Dec 31, 2023	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.47%	162.64K	10.42M	883	+0.55%
Dec 31, 2023	ARDEN TRUST CO	0.52%	180.05K	11.54M	13.43K	+8.06%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.53%	182.24K	5.4M	182.24K	+100.00%
Dec 31, 2023	APRIO WEALTH MANAGEMENT, LLC	0.53%	183.51K	11.76M	6.95K	+3.94%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.68%	234.99K	15.06M	-8K	-3.29%
Dec 31, 2023	CREATIVE PLANNING	0.78%	266.98K	17.11M	-5.73K	-2.10%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.92%	315.23K	20.2M	-5.05K	-1.58%
Dec 31, 2023	PARK NATIONAL CORP /OH/	0.92%	317.06K	20.32M	11.69K	+3.83%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.97%	333.4K	21.37M	3.63K	+1.10%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.06%	365.72K	23.44M	10.46K	+2.94%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.75%	946.78K	60.68M	-35.96K	-3.66%
Dec 31, 2023	ROYAL BANK OF CANADA	1.59%	548.44K	35.15M	37.98K	+7.44%
Dec 31, 2023	UBS GROUP AG	3.15%	1.08M	69.4M	242.11K	+28.80%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	4.08%	1.4M	90.04M	99.81K	+7.65%

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