Invesco Dividend Achievers ETF(PFM)

$55.50—

Chart

Invesco Dividend Achievers ETF(PFM)

NASDAQ

$55.50—

Chart Studio

PFM(PFM)

PFM

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 184 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.84M	Mar 31, 26	+33.11K	13.04%
RAYMOND JAMES FINANCIAL INC	919.68K	Mar 31, 26	+53.10K	6.51%
MORGAN STANLEY	674.61K	Mar 31, 26	-69.94K	4.77%
Flaharty Asset Management, LLC	500.02K	Mar 31, 26	-1.51K	3.54%
BANK OF AMERICA CORP /DE/	268.12K	Mar 31, 26	-9.66K	1.90%
Clearstead Advisors, LLC	228.84K	Mar 31, 26	-186.11K	1.62%
WELLS FARGO & COMPANY/MN	217.12K	Mar 31, 26	+10.76K	1.54%
JONES FINANCIAL COMPANIES LLLP	208.53K	Mar 31, 26	+29.36K	1.47%
NFP Retirement, Inc.	113.62K	Mar 31, 26	-1.21K	0.80%
Focus Financial Network, Inc.	113.27K	Mar 31, 26	-201	0.80%
Rockefeller Capital Management L.P.	100.25K	Mar 31, 26	-473	0.71%
CITIZENS FINANCIAL GROUP INC/RI	95.87K	Mar 31, 26	+196	0.68%
CHOREO, LLC	93.72K	Mar 31, 26	-1.36K	0.66%
Cetera Investment Advisers	91.35K	Mar 31, 26	-2.19K	0.65%
Baird Financial Group, Inc.	86.71K	Mar 31, 26	-267	0.61%
TD Waterhouse Canada Inc.	83.35K	Mar 31, 26	-16.30K	0.59%
UBS Group AG	81.04K	Mar 31, 26	+5.63K	0.57%
Equitable Holdings, Inc.	80.73K	Mar 31, 26	+12.03K	0.57%
COMMONWEALTH EQUITY SERVICES, LLC	78.31K	Mar 31, 26	-4.25K	0.55%
CreativeOne Wealth, LLC	77.78K	Mar 31, 26	+3.29K	0.55%
ROYAL BANK OF CANADA	73.96K	Mar 31, 26	+3.11K	0.52%
Everstar Asset Management, LLC	70.35K	Mar 31, 26	+7.42K	0.50%
Mariner, LLC	70.00K	Mar 31, 26	+1.05K	0.50%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	67.70K	Mar 31, 26	+67.70K	0.48%
ADVISOR GROUP HOLDINGS, INC.	58.40K	Mar 31, 26	+1.57K	0.41%
HighTower Advisors, LLC	56.41K	Mar 31, 26	-372	0.40%
Cambridge Investment Research Advisors, Inc.	55.10K	Mar 31, 26	-782	0.39%
Steel Peak Wealth Management LLC	53.91K	Mar 31, 26	+44.89K	0.38%
NESTEGG ADVISORS, INC.	49.58K	Mar 31, 26	+74	0.35%
KINGSWOOD WEALTH ADVISORS, LLC	48.95K	Mar 31, 26	+2.72K	0.35%
JPMORGAN CHASE & CO	47.05K	Mar 31, 26	+13.64K	0.33%
Waverly Advisors, LLC	46.73K	Mar 31, 26	+192	0.33%
Steward Partners Investment Advisory, LLC	45.60K	Mar 31, 26	+246	0.32%
Private Advisor Group, LLC	45.30K	Mar 31, 26	-810	0.32%
Atlas Private Wealth Advisors	42.89K	Mar 31, 26	-2.27K	0.30%
Institute for Wealth Management, LLC.	38.93K	Mar 31, 26	-1.04K	0.28%
MAI Capital Management	37.36K	Mar 31, 26	-318	0.26%
J.W. COLE ADVISORS, INC.	32.28K	Mar 31, 26	-676	0.23%
MML INVESTORS SERVICES, LLC	25.21K	Mar 31, 26	-5.69K	0.18%
BANK OF MONTREAL /CAN/	23.97K	Mar 31, 26	+1.31K	0.17%
Strategies Wealth Advisors, LLC	23.49K	Mar 31, 26	+14	0.17%
INDEPENDENT FINANCIAL GROUP, LLC	22.70K	Mar 31, 26	+279	0.16%
Miracle Mile Advisors, LLC	22.46K	Mar 31, 26	-278	0.16%
FMR LLC	21.79K	Mar 31, 26	+2.21K	0.15%
Bank of New York Mellon Corp	19.38K	Mar 31, 26	-8.38K	0.14%
CFS Investment Advisory Services, LLC	18.59K	Mar 31, 26	-840	0.13%
GOLDMAN SACHS GROUP INC	17.91K	Mar 31, 26	+17.91K	0.13%
Lido Advisors, LLC	17.24K	Mar 31, 26	+2	0.12%
Truvestments Capital LLC	17.05K	Mar 31, 26	+412	0.12%
Merit Financial Group, LLC	16.20K	Mar 31, 26	-2.43K	0.11%
UMB Bank, n.a.	16.00K	Mar 31, 26	--	0.11%
FLAGSHIP HARBOR ADVISORS, LLC	15.27K	Mar 31, 26	-1.06K	0.11%
CAPE ANN SAVINGS BANK	15.21K	Mar 31, 26	--	0.11%
EP Wealth Advisors, LLC	14.83K	Mar 31, 26	-164	0.10%
Koshinski Asset Management, Inc.	14.17K	Mar 31, 26	--	0.10%
Bond & Devick Financial Network, Inc.	13.56K	Mar 31, 26	--	0.10%
DEUTSCHE BANK AG\	12.91K	Mar 31, 26	--	0.09%
Advisory Services Network, LLC	12.32K	Mar 31, 26	-9	0.09%
BROWN ADVISORY INC	12.15K	Mar 31, 26	-1.73K	0.09%
ENVESTNET ASSET MANAGEMENT INC	12.01K	Mar 31, 26	+893	0.08%
STIFEL FINANCIAL CORP	11.73K	Mar 31, 26	+71	0.08%
Creative Planning	10.76K	Mar 31, 26	+465	0.08%
Sanibel Captiva Trust Company, Inc.	10.55K	Mar 31, 26	--	0.07%
CAPTRUST FINANCIAL ADVISORS	10.30K	Mar 31, 26	-112	0.07%
Hilton Capital Management, LLC	10.01K	Mar 31, 26	+10.01K	0.07%
Kestra Advisory Services, LLC	9.78K	Mar 31, 26	+988	0.07%
Stratos Wealth Partners, LTD.	9.65K	Mar 31, 26	-287	0.07%
MERCER GLOBAL ADVISORS INC /ADV	9.58K	Mar 31, 26	+3.87K	0.07%
WBH ADVISORY INC	9.15K	Mar 31, 26	-832	0.06%
Aptus Capital Advisors, LLC	9.04K	Mar 31, 26	--	0.06%
CITADEL ADVISORS LLC	8.71K	Mar 31, 26	+4.38K	0.06%
IBEX WEALTH ADVISORS	8.48K	Mar 31, 26	+8.48K	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.37K	Mar 31, 26	-466	0.06%
Janney Montgomery Scott LLC	7.61K	Mar 31, 26	-419	0.05%
SUMMIT WEALTH GROUP LLC / CO	7.09K	Mar 31, 26	+7.09K	0.05%
PMG Wealth Management, Inc.	6.49K	Mar 31, 26	--	0.05%
FIRST MANHATTAN CO. LLC.	6.40K	Mar 31, 26	--	0.05%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	6.39K	Mar 31, 26	-1.80K	0.05%
CARRET ASSET MANAGEMENT, LLC	6.00K	Mar 31, 26	--	0.04%
Rodgers & Associates, LTD	5.89K	Mar 31, 26	--	0.04%
PRIVATE TRUST CO NA	5.87K	Mar 31, 26	-153	0.04%
Sanctuary Advisors, LLC	5.80K	Mar 31, 26	+9	0.04%
Sovran Advisors, LLC	5.71K	Mar 31, 26	+222	0.04%
Gotham Asset Management, LLC	5.65K	Mar 31, 26	+5.65K	0.04%
Allspring Global Investments Holdings, LLC	5.60K	Mar 31, 26	+4.00K	0.04%
NewEdge Advisors, LLC	5.55K	Mar 31, 26	--	0.04%
EASTERN BANK	5.50K	Mar 31, 26	+5.07K	0.04%
IHT Wealth Management, LLC	5.17K	Mar 31, 26	-639	0.04%
Financial Guidance Group, Inc.	5.12K	Mar 31, 26	--	0.04%
Connecticut Wealth Management, LLC	5.00K	Mar 31, 26	--	0.04%
Revisor Wealth Management LLC	4.66K	Mar 31, 26	--	0.03%
Briaud Financial Planning, Inc	4.57K	Mar 31, 26	--	0.03%
Integrated Wealth Concepts LLC	4.53K	Mar 31, 26	+4.53K	0.03%
Modera Wealth Management, LLC	4.36K	Mar 31, 26	-140	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.30K	Mar 31, 26	-5.67K	0.03%
Haverford Trust Co	4.17K	Mar 31, 26	--	0.03%
BlackRock, Inc.	3.98K	Mar 31, 26	-193.47K	0.03%
Farther Finance Advisors, LLC	3.79K	Mar 31, 26	--	0.03%
Allworth Financial LP	3.19K	Mar 31, 26	+4	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	2.87K	Mar 31, 26	--	0.02%
NATIONAL BANK OF CANADA /FI/	2.59K	Mar 31, 26	--	0.02%
GUARDIAN WEALTH ADVISORS, LLC / NC	2.52K	Mar 31, 26	+2.52K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.42K	Mar 31, 26	+755	0.02%
Nova Wealth Management, Inc.	2.26K	Mar 31, 26	--	0.02%
Capital Investment Advisory Services, LLC	1.95K	Mar 31, 26	--	0.01%
AlphaCore Capital LLC	1.92K	Mar 31, 26	+8	0.01%
NBC SECURITIES, INC.	1.65K	Mar 31, 26	--	0.01%
Founders Financial Alliance, LLC	1.57K	Mar 31, 26	--	0.01%
Western Wealth Management, LLC	1.51K	Mar 31, 26	+1.51K	0.01%
Ashton Thomas Private Wealth, LLC	1.43K	Mar 31, 26	+1.43K	0.01%
Geneos Wealth Management Inc.	1.43K	Mar 31, 26	--	0.01%
American Capital Advisory, LLC	1.36K	Mar 31, 26	--	0.01%
TSFG, LLC	1.23K	Mar 31, 26	+5	0.01%
Federation des caisses Desjardins du Quebec	1.18K	Mar 31, 26	--	0.01%
Sound Income Strategies, LLC	1.11K	Mar 31, 26	--	0.01%
ASSETMARK, INC	1.11K	Mar 31, 26	+1.00K	0.01%
Golden State Wealth Management, LLC	1.05K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	774	Mar 31, 26	+774	0.01%
Advanced Asset Management Advisors Inc	690	Mar 31, 26	--	0.00%
CWM, LLC	689	Mar 31, 26	--	0.00%
Spire Wealth Management	686	Mar 31, 26	+3	0.00%
WEBSTER BANK, N. A.	570	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	547	Mar 31, 26	+547	0.00%
Tidemark, LLC	540	Mar 31, 26	+2	0.00%
LGT Financial Advisors LLC	500	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	299	Mar 31, 26	+299	0.00%
BFSG, LLC	293	Mar 31, 26	--	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	225	Mar 31, 26	+225	0.00%
Parallel Advisors, LLC	198	Mar 31, 26	-43	0.00%
Russell Investments Group, Ltd.	173	Mar 31, 26	-108	0.00%
Main Street Group, LTD	102	Mar 31, 26	+102	0.00%
AE Wealth Management LLC	25	Mar 31, 26	--	0.00%
Wagner Wealth Management, LLC	18	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	2	Mar 31, 26	+2	0.00%
AMERIPRISE FINANCIAL INC	--	Mar 31, 26	-17.59K	--
XML Financial, LLC	--	Mar 31, 26	-5.08K	--
Consolidated Planning Corp	--	Mar 31, 26	-152.43K	--
FOUNDERS FINANCIAL SECURITIES LLC	--	Mar 31, 26	-6.20K	--
Capital Investment Counsel, Inc	--	Mar 31, 26	-200	--
Capital Advisory Group Advisory Services, LLC	--	Mar 31, 26	-53.17K	--
SageView Advisory Group, LLC	598	Dec 31, 25	+598	0.00%
COMERICA BANK	547	Dec 31, 25	--	0.00%
Global Retirement Partners, LLC	404	Dec 31, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	32.70K	Jun 30, 25	-5.93K	0.23%
Congress Wealth Management LLC / DE /	8.60K	Jun 30, 25	+13	0.06%
Good Life Advisors, LLC	7.23K	Jun 30, 25	+905	0.05%
Atria Wealth Solutions, Inc.	5.59K	Jun 30, 25	-230.02K	0.04%
Iron Horse Wealth Management, LLC	204	Jun 30, 25	--	0.00%
HTLF Bank	16.00K	Dec 31, 24	--	0.11%
Raymond James Financial Services Advisors, Inc.	464.66K	Sep 30, 24	+15.44K	3.29%
RAYMOND JAMES & ASSOCIATES	384.77K	Sep 30, 24	+14.46K	2.72%
Aspire Wealth Management Corp	8.56K	Sep 30, 24	+12	0.06%
Annapolis Financial Services, LLC	4.00K	Sep 30, 24	--	0.03%
VitalStone Financial, LLC	160	Sep 30, 24	--	0.00%
JANICZEK WEALTH MANAGEMENT, LLC	906	Jun 30, 24	--	0.01%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	427.29K	Mar 31, 24	-4.63K	3.02%
EUDAIMONIA ADVISORS LLC	43.23K	Mar 31, 24	+4.06K	0.31%
Cetera Advisor Networks LLC	37.87K	Mar 31, 24	+2.48K	0.27%
Cetera Advisors LLC	9.14K	Mar 31, 24	+2.10K	0.06%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	7.41K	Mar 31, 24	+196	0.05%
FOCUS FINANCIAL NETWORK INC /ADV	112.61K	Dec 31, 23	+112.61K	0.80%
StrategIQ Financial Group, LLC	55.38K	Dec 31, 23	+1.11K	0.39%
DUBUQUE BANK & TRUST CO	16.00K	Sep 30, 23	--	0.11%
Ahrens Investment Partners LLC	800	Mar 31, 23	+800	0.01%
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	8.03K	Dec 31, 22	--	0.06%
Laurel Wealth Advisors, Inc.	6.82K	Dec 31, 22	-300	0.05%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	208.82K	Sep 30, 22	-68.15K	1.48%
American Portfolios Advisors	37.33K	Sep 30, 22	+25.27K	0.26%
55I, LLC	11.29K	Sep 30, 22	+18	0.08%
Carroll Financial Associates, Inc.	19.91K	Dec 31, 21	-2	0.14%
QUEST CAPITAL MANAGEMENT INC /ADV	17.57K	Dec 31, 21	+24	0.12%
Investors Financial Group, LLC	8.63K	Dec 31, 21	-1.69K	0.06%
NEXT Financial Group, Inc	3.95K	Dec 31, 21	--	0.03%
Hochman Cole Investment Advisors, Inc.	59.98K	Sep 30, 21	-4.20K	0.42%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	10.78K	Jun 30, 21	-64	0.08%
NewFocus Financial Group, LLC	23.85K	Dec 31, 20	-1.55K	0.17%
Winslow, Evans & Crocker, Inc.	250	Dec 31, 20	--	0.00%
Stratford Consulting, LLC	10.12K	Mar 31, 20	+27	0.07%
Osborn Williams & Donohoe LLC	--	Mar 31, 20	-14.05K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	56.84K	Dec 31, 19	+12.77K	0.40%
Advisor Group, Inc.	15.54K	Dec 31, 19	+4.22K	0.11%
Clarfeld Financial Advisors, LLC	46.39K	Dec 31, 18	+46.39K	0.33%
CATAWBA CAPITAL MANAGEMENT /VA	11.46K	Jun 30, 18	+11.46K	0.08%
Edge Advisors, LLC	2.53K	Jun 30, 18	+2.53K	0.02%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

LPL Financial LLC

1.84M

Mar 31, 26

+33.11K

13.04%

RAYMOND JAMES FINANCIAL INC

919.68K

Mar 31, 26

+53.10K

6.51%

MORGAN STANLEY

674.61K

Mar 31, 26

-69.94K

4.77%

Flaharty Asset Management, LLC

500.02K

Mar 31, 26

-1.51K

3.54%

BANK OF AMERICA CORP /DE/

268.12K

Mar 31, 26

-9.66K

1.90%

Clearstead Advisors, LLC

228.84K

Mar 31, 26

-186.11K

1.62%

WELLS FARGO & COMPANY/MN

217.12K

Mar 31, 26

+10.76K

1.54%

JONES FINANCIAL COMPANIES LLLP

208.53K

Mar 31, 26

+29.36K

1.47%

NFP Retirement, Inc.

113.62K

Mar 31, 26

-1.21K

0.80%

Focus Financial Network, Inc.

113.27K

Mar 31, 26

-201

0.80%

Rockefeller Capital Management L.P.

100.25K

Mar 31, 26

-473

0.71%

CITIZENS FINANCIAL GROUP INC/RI

95.87K

Mar 31, 26

+196

0.68%

CHOREO, LLC

93.72K

Mar 31, 26

-1.36K

0.66%

Cetera Investment Advisers

91.35K

Mar 31, 26

-2.19K

0.65%

Baird Financial Group, Inc.

86.71K

Mar 31, 26

-267

0.61%

TD Waterhouse Canada Inc.

83.35K

Mar 31, 26

-16.30K

0.59%

UBS Group AG

81.04K

Mar 31, 26

+5.63K

0.57%

Equitable Holdings, Inc.

80.73K

Mar 31, 26

+12.03K

0.57%

COMMONWEALTH EQUITY SERVICES, LLC

78.31K

Mar 31, 26

-4.25K

0.55%

CreativeOne Wealth, LLC

77.78K

Mar 31, 26

+3.29K

0.55%

ROYAL BANK OF CANADA

73.96K

Mar 31, 26

+3.11K

0.52%

Everstar Asset Management, LLC

70.35K

Mar 31, 26

+7.42K

0.50%

Mariner, LLC

70.00K

Mar 31, 26

+1.05K

0.50%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

67.70K

Mar 31, 26

+67.70K

0.48%

ADVISOR GROUP HOLDINGS, INC.

58.40K

Mar 31, 26

+1.57K

0.41%

HighTower Advisors, LLC

56.41K

Mar 31, 26

-372

0.40%

Cambridge Investment Research Advisors, Inc.

55.10K

Mar 31, 26

-782

0.39%

Steel Peak Wealth Management LLC

53.91K

Mar 31, 26

+44.89K

0.38%

NESTEGG ADVISORS, INC.

49.58K

Mar 31, 26

+74

0.35%

KINGSWOOD WEALTH ADVISORS, LLC

48.95K

Mar 31, 26

+2.72K

0.35%

JPMORGAN CHASE & CO

47.05K

Mar 31, 26

+13.64K

0.33%

Waverly Advisors, LLC

46.73K

Mar 31, 26

+192

0.33%

Steward Partners Investment Advisory, LLC

45.60K

Mar 31, 26

+246

0.32%

Private Advisor Group, LLC

45.30K

Mar 31, 26

-810

0.32%

Atlas Private Wealth Advisors

42.89K

Mar 31, 26

-2.27K

0.30%

Institute for Wealth Management, LLC.

38.93K

Mar 31, 26

-1.04K

0.28%

MAI Capital Management

37.36K

Mar 31, 26

-318

0.26%

J.W. COLE ADVISORS, INC.

32.28K

Mar 31, 26

-676

0.23%

MML INVESTORS SERVICES, LLC

25.21K

Mar 31, 26

-5.69K

0.18%

BANK OF MONTREAL /CAN/

23.97K

Mar 31, 26

+1.31K

0.17%

Strategies Wealth Advisors, LLC

23.49K

Mar 31, 26

+14

0.17%

INDEPENDENT FINANCIAL GROUP, LLC

22.70K

Mar 31, 26

+279

0.16%

Miracle Mile Advisors, LLC

22.46K

Mar 31, 26

-278

0.16%

FMR LLC

21.79K

Mar 31, 26

+2.21K

0.15%

Bank of New York Mellon Corp

19.38K

Mar 31, 26

-8.38K

0.14%

CFS Investment Advisory Services, LLC

18.59K

Mar 31, 26

-840

0.13%

GOLDMAN SACHS GROUP INC

17.91K

Mar 31, 26

+17.91K

0.13%

Lido Advisors, LLC

17.24K

Mar 31, 26

0.12%

Truvestments Capital LLC

17.05K

Mar 31, 26

+412

0.12%

Merit Financial Group, LLC

16.20K

Mar 31, 26

-2.43K

0.11%

UMB Bank, n.a.

16.00K

Mar 31, 26

0.11%

FLAGSHIP HARBOR ADVISORS, LLC

15.27K

Mar 31, 26

-1.06K

0.11%

CAPE ANN SAVINGS BANK

15.21K

Mar 31, 26

0.11%

EP Wealth Advisors, LLC

14.83K

Mar 31, 26

-164

0.10%

Koshinski Asset Management, Inc.

14.17K

Mar 31, 26

0.10%

Bond & Devick Financial Network, Inc.

13.56K

Mar 31, 26

0.10%

DEUTSCHE BANK AG\

12.91K

Mar 31, 26

0.09%

Advisory Services Network, LLC

12.32K

Mar 31, 26

-9

0.09%

BROWN ADVISORY INC

12.15K

Mar 31, 26

-1.73K

0.09%

ENVESTNET ASSET MANAGEMENT INC

12.01K

Mar 31, 26

+893

0.08%

STIFEL FINANCIAL CORP

11.73K

Mar 31, 26

+71

0.08%

Creative Planning

10.76K

Mar 31, 26

+465

0.08%

Sanibel Captiva Trust Company, Inc.

10.55K

Mar 31, 26

0.07%

CAPTRUST FINANCIAL ADVISORS

10.30K

Mar 31, 26

-112

0.07%

Hilton Capital Management, LLC

10.01K

Mar 31, 26

+10.01K

0.07%

Kestra Advisory Services, LLC

9.78K

Mar 31, 26

+988

0.07%

Stratos Wealth Partners, LTD.

9.65K

Mar 31, 26

-287

0.07%

MERCER GLOBAL ADVISORS INC /ADV

9.58K

Mar 31, 26

+3.87K

0.07%

WBH ADVISORY INC

9.15K

Mar 31, 26

-832

0.06%

Aptus Capital Advisors, LLC

9.04K

Mar 31, 26

0.06%

CITADEL ADVISORS LLC

8.71K

Mar 31, 26

+4.38K

0.06%

IBEX WEALTH ADVISORS

8.48K

Mar 31, 26

+8.48K

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

8.37K

Mar 31, 26

-466

0.06%

Janney Montgomery Scott LLC

7.61K

Mar 31, 26

-419

0.05%

SUMMIT WEALTH GROUP LLC / CO

7.09K

Mar 31, 26

+7.09K

0.05%

PMG Wealth Management, Inc.

6.49K

Mar 31, 26

0.05%

FIRST MANHATTAN CO. LLC.

6.40K

Mar 31, 26

0.05%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

6.39K

Mar 31, 26

-1.80K

0.05%

CARRET ASSET MANAGEMENT, LLC

6.00K

Mar 31, 26

0.04%

Rodgers & Associates, LTD

5.89K

Mar 31, 26

0.04%

PRIVATE TRUST CO NA

5.87K

Mar 31, 26

-153

0.04%

Sanctuary Advisors, LLC

5.80K

Mar 31, 26

0.04%

Sovran Advisors, LLC

5.71K

Mar 31, 26

+222

0.04%

Gotham Asset Management, LLC

5.65K

Mar 31, 26

+5.65K

0.04%

Allspring Global Investments Holdings, LLC

5.60K

Mar 31, 26

+4.00K

0.04%

NewEdge Advisors, LLC

5.55K

Mar 31, 26

0.04%

EASTERN BANK

5.50K

Mar 31, 26

+5.07K

0.04%

IHT Wealth Management, LLC

5.17K

Mar 31, 26

-639

0.04%

Financial Guidance Group, Inc.

5.12K

Mar 31, 26

0.04%

Connecticut Wealth Management, LLC

5.00K

Mar 31, 26

0.04%

Revisor Wealth Management LLC

4.66K

Mar 31, 26

0.03%

Briaud Financial Planning, Inc

4.57K

Mar 31, 26

0.03%

Integrated Wealth Concepts LLC

4.53K

Mar 31, 26

+4.53K

0.03%

Modera Wealth Management, LLC

4.36K

Mar 31, 26

-140

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.30K

Mar 31, 26

-5.67K

0.03%

Haverford Trust Co

4.17K

Mar 31, 26

0.03%

BlackRock, Inc.

3.98K

Mar 31, 26

-193.47K

0.03%

Farther Finance Advisors, LLC

3.79K

Mar 31, 26

0.03%

Allworth Financial LP

3.19K

Mar 31, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

2.87K

Mar 31, 26

0.02%

NATIONAL BANK OF CANADA /FI/

2.59K

Mar 31, 26

0.02%

GUARDIAN WEALTH ADVISORS, LLC / NC

2.52K

Mar 31, 26

+2.52K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.42K

Mar 31, 26

+755

0.02%

Nova Wealth Management, Inc.

2.26K

Mar 31, 26

0.02%

Capital Investment Advisory Services, LLC

1.95K

Mar 31, 26

0.01%

AlphaCore Capital LLC

1.92K

Mar 31, 26

0.01%

NBC SECURITIES, INC.

1.65K

Mar 31, 26

0.01%

Founders Financial Alliance, LLC

1.57K

Mar 31, 26

0.01%

Western Wealth Management, LLC

1.51K

Mar 31, 26

+1.51K

0.01%

Ashton Thomas Private Wealth, LLC

1.43K

Mar 31, 26

+1.43K

0.01%

Geneos Wealth Management Inc.

1.43K

Mar 31, 26

0.01%

American Capital Advisory, LLC

1.36K

Mar 31, 26

0.01%

TSFG, LLC

1.23K

Mar 31, 26

0.01%

Federation des caisses Desjardins du Quebec

1.18K

Mar 31, 26

0.01%

Sound Income Strategies, LLC

1.11K

Mar 31, 26

0.01%

ASSETMARK, INC

1.11K

Mar 31, 26

+1.00K

0.01%

Golden State Wealth Management, LLC

1.05K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

774

Mar 31, 26

+774

0.01%

Advanced Asset Management Advisors Inc

690

Mar 31, 26

0.00%

CWM, LLC

689

Mar 31, 26

0.00%

Spire Wealth Management

686

Mar 31, 26

0.00%

WEBSTER BANK, N. A.

570

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

547

Mar 31, 26

+547

0.00%

Tidemark, LLC

540

Mar 31, 26

0.00%

LGT Financial Advisors LLC

500

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

299

Mar 31, 26

+299

0.00%

BFSG, LLC

293

Mar 31, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

225

Mar 31, 26

+225

0.00%

Parallel Advisors, LLC

198

Mar 31, 26

-43

0.00%

Russell Investments Group, Ltd.

173

Mar 31, 26

-108

0.00%

Main Street Group, LTD

102

Mar 31, 26

+102

0.00%

AE Wealth Management LLC

Mar 31, 26

0.00%

Wagner Wealth Management, LLC

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

0.00%

AMERIPRISE FINANCIAL INC

Mar 31, 26

-17.59K

XML Financial, LLC

Mar 31, 26

-5.08K

Consolidated Planning Corp

Mar 31, 26

-152.43K

FOUNDERS FINANCIAL SECURITIES LLC

Mar 31, 26

-6.20K

Capital Investment Counsel, Inc

Mar 31, 26

-200

Capital Advisory Group Advisory Services, LLC

Mar 31, 26

-53.17K

SageView Advisory Group, LLC

598

Dec 31, 25

+598

0.00%

COMERICA BANK

547

Dec 31, 25

0.00%

Global Retirement Partners, LLC

404

Dec 31, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

32.70K

Jun 30, 25

-5.93K

0.23%

Congress Wealth Management LLC / DE /

8.60K

Jun 30, 25

+13

0.06%

Good Life Advisors, LLC

7.23K

Jun 30, 25

+905

0.05%

Atria Wealth Solutions, Inc.

5.59K

Jun 30, 25

-230.02K

0.04%

Iron Horse Wealth Management, LLC

204

Jun 30, 25

0.00%

HTLF Bank

16.00K

Dec 31, 24

0.11%

Raymond James Financial Services Advisors, Inc.

464.66K

Sep 30, 24

+15.44K

3.29%

RAYMOND JAMES & ASSOCIATES

384.77K

Sep 30, 24

+14.46K

2.72%

Aspire Wealth Management Corp

8.56K

Sep 30, 24

+12

0.06%

Annapolis Financial Services, LLC

4.00K

Sep 30, 24

0.03%

VitalStone Financial, LLC

160

Sep 30, 24

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

906

Jun 30, 24

0.01%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

427.29K

Mar 31, 24

-4.63K

3.02%

EUDAIMONIA ADVISORS LLC

43.23K

Mar 31, 24

+4.06K

0.31%

Cetera Advisor Networks LLC

37.87K

Mar 31, 24

+2.48K

0.27%

Cetera Advisors LLC

9.14K

Mar 31, 24

+2.10K

0.06%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

7.41K

Mar 31, 24

+196

0.05%

FOCUS FINANCIAL NETWORK INC /ADV

112.61K

Dec 31, 23

+112.61K

0.80%

StrategIQ Financial Group, LLC

55.38K

Dec 31, 23

+1.11K

0.39%

DUBUQUE BANK & TRUST CO

16.00K

Sep 30, 23

0.11%

Ahrens Investment Partners LLC

800

Mar 31, 23

+800

0.01%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

8.03K

Dec 31, 22

0.06%

Laurel Wealth Advisors, Inc.

6.82K

Dec 31, 22

-300

0.05%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

208.82K

Sep 30, 22

-68.15K

1.48%

American Portfolios Advisors

37.33K

Sep 30, 22

+25.27K

0.26%

55I, LLC

11.29K

Sep 30, 22

+18

0.08%

Carroll Financial Associates, Inc.

19.91K

Dec 31, 21

-2

0.14%

QUEST CAPITAL MANAGEMENT INC /ADV

17.57K

Dec 31, 21

+24

0.12%

Investors Financial Group, LLC

8.63K

Dec 31, 21

-1.69K

0.06%

NEXT Financial Group, Inc

3.95K

Dec 31, 21

0.03%

Hochman Cole Investment Advisors, Inc.

59.98K

Sep 30, 21

-4.20K

0.42%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

10.78K

Jun 30, 21

-64

0.08%

NewFocus Financial Group, LLC

23.85K

Dec 31, 20

-1.55K

0.17%

Winslow, Evans & Crocker, Inc.

250

Dec 31, 20

0.00%

Stratford Consulting, LLC

10.12K

Mar 31, 20

+27

0.07%

Osborn Williams & Donohoe LLC

Mar 31, 20

-14.05K

LADENBURG THALMANN FINANCIAL SERVICES INC.

56.84K

Dec 31, 19

+12.77K

0.40%

Advisor Group, Inc.

15.54K

Dec 31, 19

+4.22K

0.11%

Clarfeld Financial Advisors, LLC

46.39K

Dec 31, 18

+46.39K

0.33%

CATAWBA CAPITAL MANAGEMENT /VA

11.46K

Jun 30, 18

+11.46K

0.08%

Edge Advisors, LLC

2.53K

Jun 30, 18

+2.53K

0.02%