PGX
NYSEARCAAfter HoursInvesco Preferred ETF
$11.30
+$0.01 (+0.09%)
As of 10:34 PM
Open
$11.31
High
$11.35
Low
$11.30
Prev Close
$11.29
52W High
$11.92
52W Low
$10.70
Volume
4.01M
Mkt Cap
$3.91B
Invesco Preferred ETF
| Holder | Shares | Date Reported | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 65.97M | Sep 30, 2025 | +1.33M | - |
| WELLS FARGO & COMPANY/MN | 14.75M | Sep 30, 2025 | -838,619 | - |
| MORGAN STANLEY | 7.84M | Sep 30, 2025 | +92.89K | - |
| LPL Financial LLC | 6.51M | Sep 30, 2025 | -348,620 | - |
| JPMORGAN CHASE & CO | 4.44M | Sep 30, 2025 | +298.01K | - |
| AMERIPRISE FINANCIAL INC | 4.08M | Sep 30, 2025 | -820,373 | - |
| UBS Group AG | 4.04M | Sep 30, 2025 | -1,168,089 | - |
| Spectrum Asset Management, Inc. | 3.63M | Sep 30, 2025 | -1,036,225 | - |
| BESSEMER GROUP INC | 3.48M | Sep 30, 2025 | -795 | - |
| ROYAL BANK OF CANADA | 3.25M | Sep 30, 2025 | +159.16K | - |
| Allworth Financial LP | 3.05M | Sep 30, 2025 | +201.46K | - |
| RAYMOND JAMES FINANCIAL INC | 2.90M | Sep 30, 2025 | +194.41K | - |
| ADVISOR GROUP HOLDINGS, INC. | 1.72M | Sep 30, 2025 | -34,674 | - |
| Checchi Capital Advisers, LLC | 1.55M | Sep 30, 2025 | +93.85K | - |
| HUNTINGTON NATIONAL BANK | 1.33M | Sep 30, 2025 | -6,838 | - |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.31M | Sep 30, 2025 | -88,622 | - |
| Mader & Shannon Wealth Management, Inc. | 1.25M | Sep 30, 2025 | +1.25M | - |
| Clearstead Advisors, LLC | 1.22M | Sep 30, 2025 | +428.90K | - |
| CARY STREET PARTNERS FINANCIAL LLC | 1.09M | Sep 30, 2025 | +58.20K | - |
| GOLDMAN SACHS GROUP INC | 1.02M | Sep 30, 2025 | -68,604 | - |
| Private Advisor Group, LLC | 903.06K | Sep 30, 2025 | -43,994 | - |
| MAI Capital Management | 881.28K | Sep 30, 2025 | +68.39K | - |
| Creative Planning | 879.20K | Sep 30, 2025 | +9.58K | - |
| Rockefeller Capital Management L.P. | 813.91K | Sep 30, 2025 | +294.51K | - |
| BANK OF MONTREAL /CAN/ | 796.52K | Sep 30, 2025 | -14,309 | - |
| Cambridge Investment Research Advisors, Inc. | 789.12K | Sep 30, 2025 | -16,787 | - |
| Intrepid Financial Planning Group LLC | 692.09K | Sep 30, 2025 | -148,131 | - |
| ENVESTNET ASSET MANAGEMENT INC | 660.12K | Sep 30, 2025 | -130,770 | - |
| Prairiewood Capital, LLC | 655.02K | Sep 30, 2025 | +38.45K | - |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 634.58K | Sep 30, 2025 | -10,732 | - |
| STIFEL FINANCIAL CORP | 602.91K | Sep 30, 2025 | -27,420 | - |
| Advisors Preferred, LLC | 547.69K | Sep 30, 2025 | +547.69K | - |
| TRUIST FINANCIAL CORP | 535.49K | Sep 30, 2025 | -461 | - |
| Investors Research Corp | 508.24K | Sep 30, 2025 | +26.97K | - |
| Janney Montgomery Scott LLC | 504.24K | Sep 30, 2025 | -27,274 | - |
| McAdam, LLC | 467.16K | Sep 30, 2025 | -4,147 | - |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 464.13K | Sep 30, 2025 | -689 | - |
| PLIMOTH TRUST CO LLC | 459.67K | Sep 30, 2025 | +6.41K | - |
| Arkos Global Advisors | 452.36K | Sep 30, 2025 | -129,310 | - |
| Integrated Wealth Concepts LLC | 447.60K | Sep 30, 2025 | -31,229 | - |
| Sound Income Strategies, LLC | 430.94K | Sep 30, 2025 | -30,923 | - |
| Colony Group, LLC | 422.94K | Sep 30, 2025 | +107.21K | - |
| Field & Main Bank | 412.23K | Sep 30, 2025 | +46 | - |
| BLAIR WILLIAM & CO/IL | 410.03K | Sep 30, 2025 | +46.47K | - |
| NOESIS CAPITAL MANGEMENT CORP | 406.64K | Sep 30, 2025 | -1,338 | - |
| Cetera Investment Advisers | 389.73K | Sep 30, 2025 | -654 | - |
| SG Americas Securities, LLC | 382.83K | Sep 30, 2025 | +200.53K | - |
| Geneos Wealth Management Inc. | 369.29K | Sep 30, 2025 | -4,481 | - |
| Live Oak Investment Partners | 317.86K | Sep 30, 2025 | +317.86K | - |
| Harfst & Associates, Inc. | 306.27K | Sep 30, 2025 | +306.27K | - |
| Global Retirement Partners, LLC | 289.55K | Sep 30, 2025 | -11,175 | - |
| OPPENHEIMER & CO INC | 284.87K | Sep 30, 2025 | +21.69K | - |
| Baker Avenue Asset Management, LP | 271.98K | Sep 30, 2025 | +20.69K | - |
| KCM INVESTMENT ADVISORS LLC | 264.81K | Sep 30, 2025 | -7,909 | - |
| FIRST HAWAIIAN BANK | 247.34K | Sep 30, 2025 | +25.13K | - |
| First PREMIER Bank | 244.18K | Sep 30, 2025 | -11,794 | - |
| Charles Schwab Trust Co | 244.16K | Sep 30, 2025 | -506 | - |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 218.69K | Sep 30, 2025 | +35.31K | - |
| PRUDENTIAL FINANCIAL INC | 207.35K | Sep 30, 2025 | -3,391 | - |
| Kestra Advisory Services, LLC | 206.97K | Sep 30, 2025 | -197,905 | - |
| STEPHENS INC /AR/ | 206.22K | Sep 30, 2025 | +11.13K | - |
| MML INVESTORS SERVICES, LLC | 205.43K | Sep 30, 2025 | -9,993 | - |
| IFP Advisors, Inc | 201.49K | Sep 30, 2025 | +3.54K | - |
| KG&L Capital Management,LLC | 197.82K | Sep 30, 2025 | -7,367 | - |
| Pensionmark Financial Group, LLC | 192.13K | Sep 30, 2025 | -4,946 | - |
| Steward Partners Investment Advisory, LLC | 191.98K | Sep 30, 2025 | +3.28K | - |
| WHITE PINE CAPITAL LLC | 190.46K | Sep 30, 2025 | -6,733 | - |
| HBK Sorce Advisory LLC | 185.02K | Sep 30, 2025 | -1,396 | - |
| Avantax Planning Partners, Inc. | 174.74K | Sep 30, 2025 | -35,816 | - |
| Baird Financial Group, Inc. | 172.78K | Sep 30, 2025 | +2.71K | - |
| FIDUCIARY ADVISORS, INC. | 170.37K | Sep 30, 2025 | +29.12K | - |
| JONES FINANCIAL COMPANIES LLLP | 167.87K | Sep 30, 2025 | +1.18K | - |
| ALBION FINANCIAL GROUP /UT | 164.15K | Sep 30, 2025 | +2.81K | - |
| Brinker Capital Investments, LLC | 163.69K | Sep 30, 2025 | -2,825 | - |
| SHEPHERD KAPLAN KROCHUK, LLC | 153.13K | Sep 30, 2025 | +962 | - |
| NewSquare Capital LLC | 147.32K | Sep 30, 2025 | +4.63K | - |
| NewEdge Advisors, LLC | 139.87K | Sep 30, 2025 | +26.54K | - |
| HighTower Advisors, LLC | 138.50K | Sep 30, 2025 | +15.15K | - |
| GUGGENHEIM CAPITAL LLC | 138.09K | Sep 30, 2025 | -13,728 | - |
| Quadrature Capital Ltd | 133.63K | Sep 30, 2025 | +133.63K | - |
| RFG Advisory, LLC | 133.15K | Sep 30, 2025 | -35,084 | - |
| COMERICA BANK | 131.08K | Sep 30, 2025 | -52,784 | - |
| IBEX WEALTH ADVISORS | 129.96K | Sep 30, 2025 | -1,657 | - |
| PRINCIPAL SECURITIES, INC. | 129.79K | Sep 30, 2025 | -2,933 | - |
| Cerity Partners LLC | 127.73K | Sep 30, 2025 | +9.12K | - |
| Cascade Financial Partners, LLC | 126.56K | Sep 30, 2025 | -76,913 | - |
| CIBC Private Wealth Group, LLC | 125.51K | Sep 30, 2025 | -28,659 | - |
| Gotham Asset Management, LLC | 122.16K | Sep 30, 2025 | +9.43K | - |
| Waverly Advisors, LLC | 121.17K | Sep 30, 2025 | -13,795 | - |
| Tudor Financial Inc. | 118.72K | Sep 30, 2025 | -645 | - |
| Mariner, LLC | 116.66K | Sep 30, 2025 | -5,491 | - |
| Independent Wealth Network Inc. | 112.88K | Sep 30, 2025 | +9.63K | - |
| MERCER GLOBAL ADVISORS INC /ADV | 110.21K | Sep 30, 2025 | -57,796 | - |
| COHEN & STEERS, INC. | 108.89K | Sep 30, 2025 | -43,769 | - |
| BNP PARIBAS ARBITRAGE, SNC | 107.00K | Sep 30, 2025 | +107.00K | - |
| WILEY BROS.-AINTREE CAPITAL, LLC | 106.41K | Sep 30, 2025 | +2.75K | - |
| Shulman DeMeo Asset Management LLC | 106.20K | Sep 30, 2025 | +7 | - |
| Invesco Ltd. | 105.87K | Sep 30, 2025 | -6,738 | - |
| Glaxis Capital Management, LLC | 100.00K | Sep 30, 2025 | - | - |
| MOSAIC FINANCIAL GROUP, LLC | 98.65K | Sep 30, 2025 | +326 | - |
| BEAM WEALTH ADVISORS, INC. | 90.12K | Sep 30, 2025 | -2,695 | - |
| Sanibel Captiva Trust Company, Inc. | 86.14K | Sep 30, 2025 | -16,240 | - |
| Cherry Tree Wealth Management, LLC | 84.36K | Sep 30, 2025 | -39,018 | - |
| AlphaCore Capital LLC | 83.48K | Sep 30, 2025 | - | - |
| Wealth Advisory Solutions, LLC | 80.62K | Sep 30, 2025 | +9.01K | - |
| Prosperity Consulting Group, LLC | 75.64K | Sep 30, 2025 | -6,995 | - |
| GOULD ASSET MANAGEMENT LLC /CA/ | 75.01K | Sep 30, 2025 | -5,052 | - |
| D.A. DAVIDSON & CO. | 73.06K | Sep 30, 2025 | +2.49K | - |
| CAPTRUST FINANCIAL ADVISORS | 72.53K | Sep 30, 2025 | -12,016 | - |
| Federation des caisses Desjardins du Quebec | 71.44K | Sep 30, 2025 | - | - |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 71.43K | Sep 30, 2025 | +58.92K | - |
| Madison Wealth Partners, Inc | 70.39K | Sep 30, 2025 | - | - |
| Lion Street Advisors, LLC | 70.38K | Sep 30, 2025 | +31.86K | - |
| Stratos Wealth Partners, LTD. | 70.15K | Sep 30, 2025 | -3,688 | - |
| MASSMUTUAL TRUST CO FSB/ADV | 69.38K | Sep 30, 2025 | -715 | - |
| SHUFRO ROSE & CO LLC | 68.36K | Sep 30, 2025 | -500 | - |
| CIBC WORLD MARKET INC. | 64.22K | Sep 30, 2025 | +4.63K | - |
| Sequoia Financial Advisors, LLC | 61.94K | Sep 30, 2025 | -8,853 | - |
| Lido Advisors, LLC | 61.26K | Sep 30, 2025 | +5.99K | - |
| GREENUP STREET WEALTH MANAGEMENT LLC | 60.42K | Sep 30, 2025 | +2.16K | - |
| Summit Financial, LLC | 59.64K | Sep 30, 2025 | +9.53K | - |
| SIMON QUICK ADVISORS, LLC | 59.35K | Sep 30, 2025 | +2.75K | - |
| Ashton Thomas Private Wealth, LLC | 59.29K | Sep 30, 2025 | -94 | - |
| CreativeOne Wealth, LLC | 58.36K | Sep 30, 2025 | +45.59K | - |
| Wagner Wealth Management, LLC | 58.26K | Sep 30, 2025 | -2,779 | - |
| New England Private Wealth Advisors LLC | 57.77K | Sep 30, 2025 | +57.77K | - |
| 1620 INVESTMENT ADVISORS, INC. | 56.54K | Sep 30, 2025 | +143 | - |
| VestGen Advisors, LLC | 56.53K | Sep 30, 2025 | +40.86K | - |
| Etesian Wealth Advisors, Inc. | 56.31K | Sep 30, 2025 | -9,658 | - |
| Advisory Alpha, LLC | 56.24K | Sep 30, 2025 | -143 | - |
| BRIGHTON JONES LLC | 56.06K | Sep 30, 2025 | +808 | - |
| Aletheian Wealth Advisors LLC | 55.35K | Sep 30, 2025 | +266 | - |
| Christensen, King & Associates Investment Services, Inc. | 55.25K | Sep 30, 2025 | -621 | - |
| Kingsview Wealth Management, LLC | 54.34K | Sep 30, 2025 | -18,606 | - |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 54.28K | Sep 30, 2025 | -2,183 | - |
| PRIVATE TRUST CO NA | 53.59K | Sep 30, 2025 | +13.53K | - |
| OLD NATIONAL BANCORP /IN/ | 52.96K | Sep 30, 2025 | +4.38K | - |
| Concurrent Investment Advisors, LLC | 51.98K | Sep 30, 2025 | -8,389 | - |
| Coastwise Capital Group, LLC | 51.58K | Sep 30, 2025 | -2,406 | - |
| ROCKLAND TRUST CO | 48.60K | Sep 30, 2025 | - | - |
| Hilton Capital Management, LLC | 46.85K | Sep 30, 2025 | -1,436 | - |
| Jackson, Grant Investment Advisers, Inc. | 45.99K | Sep 30, 2025 | -1,115 | - |
| COMMERCE BANK | 45.85K | Sep 30, 2025 | +20.46K | - |
| ARGUS INVESTORS' COUNSEL, INC. | 45.10K | Sep 30, 2025 | +1.93K | - |
| Ramiah Investment Group | 42.41K | Sep 30, 2025 | +42.41K | - |
| HRT FINANCIAL LP | 42.09K | Sep 30, 2025 | +42.09K | - |
| Brookstone Capital Management | 41.62K | Sep 30, 2025 | -2,303 | - |
| STONEBRIDGE ADVISORS LLC | 41.30K | Sep 30, 2025 | +41.30K | - |
| Pines Wealth Management, LLC | 41.15K | Sep 30, 2025 | +5.07K | - |
| Godshalk Welsh Capital Management, Inc. | 40.90K | Sep 30, 2025 | - | - |
| OPTIMUM INVESTMENT ADVISORS | 40.86K | Sep 30, 2025 | - | - |
| Nautilus Advisors LLC | 40.69K | Sep 30, 2025 | - | - |
| One Capital Management, LLC | 40.00K | Sep 30, 2025 | -461 | - |
| CSM Advisors, LLC | 40.00K | Sep 30, 2025 | -21,700 | - |
| Accel Wealth Management | 39.82K | Sep 30, 2025 | -2,925 | - |
| Wealthspire Advisors, LLC | 39.78K | Sep 30, 2025 | -8,756 | - |
| MeadowBrook Investment Advisors LLC | 39.41K | Sep 30, 2025 | -452 | - |
| Prospera Financial Services Inc | 39.12K | Sep 30, 2025 | -602 | - |
| Everstar Asset Management, LLC | 39.09K | Sep 30, 2025 | -1,000 | - |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 38.91K | Sep 30, 2025 | -4,216 | - |
| PARK AVENUE SECURITIES LLC | 38.23K | Sep 30, 2025 | +471 | - |
| WCG Wealth Advisors LLC | 38.12K | Sep 30, 2025 | -221 | - |
| NBC SECURITIES, INC. | 36.11K | Sep 30, 2025 | +665 | - |
| Wealthcare Advisory Partners LLC | 35.70K | Sep 30, 2025 | -735 | - |
| Csenge Advisory Group | 35.45K | Sep 30, 2025 | +6.63K | - |
| Creekside Partners | 34.43K | Sep 30, 2025 | +66 | - |
| Ausdal Financial Partners, Inc. | 34.15K | Sep 30, 2025 | +2.43K | - |
| Northstar Advisory Group, LLC | 32.79K | Sep 30, 2025 | -201 | - |
| LEVEL FOUR ADVISORY SERVICES, LLC | 32.69K | Sep 30, 2025 | +2 | - |
| Crews Bank & Trust | 32.48K | Sep 30, 2025 | -8,300 | - |
| Ariadne Wealth Management, LP | 32.27K | Sep 30, 2025 | - | - |
| BALANCED WEALTH GROUP LLC | 32.25K | Sep 30, 2025 | +291 | - |
| Beech Hill Advisors, Inc. | 31.41K | Sep 30, 2025 | +31.41K | - |
| Elevation Capital Advisory, LLC | 31.28K | Sep 30, 2025 | +31.28K | - |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 31.11K | Sep 30, 2025 | +31.11K | - |
| Stone Point Wealth LLC | 31.05K | Sep 30, 2025 | -19,650 | - |
| Edge Wealth Management LLC | 30.14K | Sep 30, 2025 | - | - |
| Capital Investment Advisors, LLC | 29.94K | Sep 30, 2025 | -1,183 | - |
| SkyOak Wealth, LLC | 29.78K | Sep 30, 2025 | - | - |
| DAYMARK WEALTH PARTNERS, LLC | 29.54K | Sep 30, 2025 | -1,258 | - |
| TRANSCEND CAPITAL ADVISORS, LLC | 29.53K | Sep 30, 2025 | +1.70K | - |
| FF Advisors,LLC | 29.27K | Sep 30, 2025 | -1,362 | - |
| Bank Julius Baer & Co. Ltd, Zurich | 29.25K | Sep 30, 2025 | - | - |
| PINNACLE ASSOCIATES LTD | 28.70K | Sep 30, 2025 | +6.57K | - |
| Portland Financial Advisors Inc | 28.07K | Sep 30, 2025 | +430 | - |
| Friedenthal Financial | 27.89K | Sep 30, 2025 | -1,023 | - |
| CULLEN/FROST BANKERS, INC. | 27.47K | Sep 30, 2025 | +1.09K | - |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 27.20K | Sep 30, 2025 | -3,753 | - |
| Wiser Advisor Group LLC | 27.02K | Sep 30, 2025 | +27.02K | - |
| Camarda Financial Advisors, LLC | 26.91K | Sep 30, 2025 | +2.35K | - |
| Sigma Planning Corp | 26.63K | Sep 30, 2025 | -4,121 | - |
| CI Private Wealth, LLC | 26.40K | Sep 30, 2025 | +3.92K | - |
| Perigon Wealth Management, LLC | 26.11K | Sep 30, 2025 | -702 | - |
| LANDAAS & CO /WI /ADV | 25.99K | Sep 30, 2025 | - | - |
| Foundations Investment Advisors, LLC | 25.83K | Sep 30, 2025 | +256 | - |
| Sowell Financial Services LLC | 25.42K | Sep 30, 2025 | +171 | - |
| Focus Financial Network, Inc. | 25.39K | Sep 30, 2025 | -1,412 | - |
| Modern Wealth Management, LLC | 25.34K | Sep 30, 2025 | +58 | - |
| Murphy & Mullick Capital Management Corp | 25.22K | Sep 30, 2025 | -5,246 | - |
| Crabel Capital Management, LLC | 25.17K | Sep 30, 2025 | -6,522 | - |
| Madrona Financial Services, LLC | 24.82K | Sep 30, 2025 | -22 | - |
| Amplius Wealth Advisors, LLC | 24.76K | Sep 30, 2025 | - | - |
| Farther Finance Advisors, LLC | 24.60K | Sep 30, 2025 | +518 | - |
| Autumn Glory Partners, LLC | 23.63K | Sep 30, 2025 | - | - |
| Independence Bank of Kentucky | 23.56K | Sep 30, 2025 | -11,150 | - |
| IHT Wealth Management, LLC | 23.21K | Sep 30, 2025 | -2,217 | - |
| GPS Wealth Strategies Group, LLC | 23.01K | Sep 30, 2025 | -513 | - |
| Mountain Hill Investment Partners Corp. | 22.91K | Sep 30, 2025 | - | - |
| ACUTE INVESTMENT ADVISORY, LLC | 22.58K | Sep 30, 2025 | -4,569 | - |
| Wilson & Boucher Capital Management, LLC | 22.50K | Sep 30, 2025 | -900 | - |
| American Trust | 22.33K | Sep 30, 2025 | +2.10K | - |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 22.24K | Sep 30, 2025 | -65 | - |
| KEYBANK NATIONAL ASSOCIATION/OH | 21.92K | Sep 30, 2025 | - | - |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 21.75K | Sep 30, 2025 | -500 | - |
| MidWestOne Financial Group, Inc. | 21.40K | Sep 30, 2025 | - | - |
| CVA Family Office, LLC | 21.19K | Sep 30, 2025 | +298 | - |
| Pinnacle Wealth Management Advisory Group, LLC | 20.95K | Sep 30, 2025 | +6.57K | - |
| Legacy Private Trust Co. | 20.70K | Sep 30, 2025 | - | - |
| Valeo Financial Advisors, LLC | 20.62K | Sep 30, 2025 | -588 | - |
| TWO SIGMA SECURITIES, LLC | 20.28K | Sep 30, 2025 | +2.52K | - |
| Mutual Advisors, LLC | 20.09K | Sep 30, 2025 | -8,659 | - |
| Coastal Bridge Advisors, LLC | 19.93K | Sep 30, 2025 | +200 | - |
| EVOKE WEALTH, LLC | 19.85K | Sep 30, 2025 | - | - |
| Consolidated Portfolio Review Corp | 19.35K | Sep 30, 2025 | +1.50K | - |
| Marshall Financial Group LLC | 19.04K | Sep 30, 2025 | - | - |
| Oxbow Advisors, LLC | 18.76K | Sep 30, 2025 | -6,374 | - |
| RDA Financial Network | 18.61K | Sep 30, 2025 | - | - |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 18.58K | Sep 30, 2025 | +175 | - |
| Apella Capital, LLC | 18.38K | Sep 30, 2025 | -816 | - |
| Koshinski Asset Management, Inc. | 18.23K | Sep 30, 2025 | -1,300 | - |
| Trinity Legacy Partners, LLC | 18.10K | Sep 30, 2025 | -3,506 | - |
| FIFTH THIRD BANCORP | 18.05K | Sep 30, 2025 | +17.48K | - |
| Argent Trust Co | 17.71K | Sep 30, 2025 | +17.71K | - |
| J.W. COLE ADVISORS, INC. | 17.36K | Sep 30, 2025 | -4,444 | - |
| ECLECTIC ASSOCIATES INC /ADV | 17.28K | Sep 30, 2025 | - | - |
| MainStreet Investment Advisors LLC | 16.97K | Sep 30, 2025 | -3,550 | - |
| Western Wealth Management, LLC | 16.89K | Sep 30, 2025 | -1,034 | - |
| Clear Harbor Asset Management, LLC | 16.88K | Sep 30, 2025 | - | - |
| Purus Wealth Management, LLC | 16.72K | Sep 30, 2025 | +32 | - |
| CALTON & ASSOCIATES, INC. | 16.67K | Sep 30, 2025 | -266 | - |
| SAX WEALTH ADVISORS, LLC | 16.36K | Sep 30, 2025 | -1,150 | - |
| Texas Yale Capital Corp. | 16.25K | Sep 30, 2025 | - | - |
| CWM, LLC | 16.09K | Sep 30, 2025 | -20,739 | - |
| GRIES FINANCIAL LLC | 15.99K | Sep 30, 2025 | +170 | - |
| Providence First Trust Co | 15.60K | Sep 30, 2025 | -500 | - |
| THRIVENT FINANCIAL FOR LUTHERANS | 15.58K | Sep 30, 2025 | +2.92K | - |
| HARBOUR INVESTMENTS, INC. | 15.42K | Sep 30, 2025 | +9.79K | - |
| Envestnet Portfolio Solutions, Inc. | 15.15K | Sep 30, 2025 | -9,370 | - |
| GenWealth Group, Inc. | 15.07K | Sep 30, 2025 | - | - |
| Hilltop Holdings Inc. | 14.99K | Sep 30, 2025 | -5,350 | - |
| Weitzel Financial Services, Inc. | 14.84K | Sep 30, 2025 | +14.84K | - |
| Buckingham Strategic Partners | 14.84K | Sep 30, 2025 | +4.06K | - |
| Savant Capital, LLC | 14.72K | Sep 30, 2025 | +816 | - |
| PNC FINANCIAL SERVICES GROUP, INC. | 14.62K | Sep 30, 2025 | -1,039 | - |
| SILVER OAK SECURITIES, INCORPORATED | 14.51K | Sep 30, 2025 | - | - |
| CAP Partners, LLC | 14.29K | Sep 30, 2025 | +68 | - |
| WealthPlan Investment Management, LLC | 14.14K | Sep 30, 2025 | -2,164 | - |
| Buck Wealth Strategies, LLC | 13.56K | Sep 30, 2025 | -161,382 | - |
| Weaver Consulting Group | 13.14K | Sep 30, 2025 | +830 | - |
| Golden State Equity Partners | 13.00K | Sep 30, 2025 | - | - |
| Farrell Financial LLC | 12.86K | Sep 30, 2025 | +185 | - |
| Carnegie Lake Advisors LLC | 12.72K | Sep 30, 2025 | - | - |
| Larson Financial Group LLC | 12.59K | Sep 30, 2025 | +10.98K | - |
| Wellington Shields & Co., LLC | 12.44K | Sep 30, 2025 | - | - |
| Gladstone Institutional Advisory LLC | 12.41K | Sep 30, 2025 | -2,881 | - |
| AE Wealth Management LLC | 12.38K | Sep 30, 2025 | -3,735 | - |
| Simplicity Wealth,LLC | 12.34K | Sep 30, 2025 | +12.34K | - |
| Joule Financial, LLC | 12.29K | Sep 30, 2025 | -29 | - |
| FineMark National Bank & Trust | 12.19K | Sep 30, 2025 | - | - |
| COOKSON PEIRCE & CO INC | 12.15K | Sep 30, 2025 | - | - |
| Coordinated Financial Services, Inc. | 11.80K | Sep 30, 2025 | +130 | - |
| Matthew Goff Investment Advisor, LLC | 11.76K | Sep 30, 2025 | -1,696 | - |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 11.72K | Sep 30, 2025 | -18 | - |
| Snowden Capital Advisors LLC | 11.54K | Sep 30, 2025 | +11.54K | - |
| O'ROURKE & COMPANY, Inc | 11.49K | Sep 30, 2025 | +66 | - |
| CENTRAL TRUST Co | 11.10K | Sep 30, 2025 | -2,441 | - |
| Fortitude Advisory Group L.L.C. | 11.07K | Sep 30, 2025 | +3 | - |
| Rathbones Group PLC | 11.00K | Sep 30, 2025 | - | - |
| Prostatis Group LLC | 10.97K | Sep 30, 2025 | -198 | - |
| Gateway Wealth Partners, LLC | 10.96K | Sep 30, 2025 | +52 | - |
| Blackston Financial Advisory Group, LLC | 10.74K | Sep 30, 2025 | -197 | - |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 10.57K | Sep 30, 2025 | -292 | - |
| Main Street Financial Solutions, LLC | 10.56K | Sep 30, 2025 | +10.56K | - |
| WESBANCO BANK INC | 10.52K | Sep 30, 2025 | - | - |
| Apollon Wealth Management, LLC | 10.37K | Sep 30, 2025 | -14,689 | - |
| Vontobel Holding Ltd. | 10.25K | Sep 30, 2025 | - | - |
| Capital Investment Advisory Services, LLC | 10.09K | Sep 30, 2025 | +3.67K | - |
| S.A. Mason LLC | 9.93K | Sep 30, 2025 | - | - |
| LFA - Lugano Financial Advisors SA | 9.53K | Sep 30, 2025 | - | - |
| FMR LLC | 8.85K | Sep 30, 2025 | +7.12K | - |
| AMERIFLEX GROUP, INC. | 8.39K | Sep 30, 2025 | +8.23K | - |
| UMB Bank, n.a. | 8.32K | Sep 30, 2025 | - | - |
| US BANCORP \DE\ | 8.24K | Sep 30, 2025 | +420 | - |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 8.09K | Sep 30, 2025 | - | - |
| DUNCKER STREETT & CO INC | 8.00K | Sep 30, 2025 | - | - |
| Robbins Farley | 7.62K | Sep 30, 2025 | +148 | - |
| Crewe Advisors LLC | 7.33K | Sep 30, 2025 | +5.28K | - |
| Bank of New Hampshire | 7.20K | Sep 30, 2025 | -2,000 | - |
| NBT BANK N A /NY | 6.90K | Sep 30, 2025 | -625 | - |
| CoreCap Advisors, LLC | 6.89K | Sep 30, 2025 | +376 | - |
| AdvisorNet Financial, Inc | 6.65K | Sep 30, 2025 | - | - |
| Palouse Capital Management, Inc. | 6.63K | Sep 30, 2025 | - | - |
| Fourth Dimension Wealth, LLC | 6.60K | Sep 30, 2025 | -483 | - |
| AMERICAN NATIONAL BANK | 6.57K | Sep 30, 2025 | +6.57K | - |
| Bangor Savings Bank | 6.50K | Sep 30, 2025 | - | - |
| Parallel Advisors, LLC | 6.46K | Sep 30, 2025 | - | - |
| Advisory Services Network, LLC | 6.01K | Sep 30, 2025 | +6.01K | - |
| Provenance Wealth Advisors, LLC | 5.59K | Sep 30, 2025 | - | - |
| CITIGROUP INC | 5.50K | Sep 30, 2025 | -11 | - |
| BELLEVUE ASSET MANAGEMENT, LLC | 5.42K | Sep 30, 2025 | +20 | - |
| Main Street Group, LTD | 5.08K | Sep 30, 2025 | -1,670 | - |
| North Star Investment Management Corp. | 4.88K | Sep 30, 2025 | - | - |
| Cedar Wealth Management, LLC | 4.43K | Sep 30, 2025 | - | - |
| Millstone Evans Group, LLC | 4.32K | Sep 30, 2025 | - | - |
| Aptus Capital Advisors, LLC | 4.20K | Sep 30, 2025 | -10 | - |
| Ronald Blue Trust, Inc. | 4.19K | Sep 30, 2025 | +295 | - |
| PEOPLES FINANCIAL SERVICES CORP. | 4.00K | Sep 30, 2025 | - | - |
| WealthShield Partners, LLC | 3.88K | Sep 30, 2025 | +3.43K | - |
| ROGCO, LP | 3.81K | Sep 30, 2025 | - | - |
| JTC Employer Solutions Trustee Ltd | 3.62K | Sep 30, 2025 | - | - |
| ROCKY MOUNTAIN ADVISERS, LLC | 3.50K | Sep 30, 2025 | - | - |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3.35K | Sep 30, 2025 | - | - |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3.28K | Sep 30, 2025 | - | - |
| Wellington Shields Capital Management, LLC | 3.24K | Sep 30, 2025 | - | - |
| FIRST UNITED BANK & TRUST | 3.18K | Sep 30, 2025 | -882 | - |
| EverSource Wealth Advisors, LLC | 3.10K | Sep 30, 2025 | - | - |
| Kentucky Trust Co | 3.08K | Sep 30, 2025 | - | - |
| EASTERN BANK | 3.00K | Sep 30, 2025 | - | - |
| Ameritas Advisory Services, LLC | 2.88K | Sep 30, 2025 | -22,803 | - |
| TCTC Holdings, LLC | 2.77K | Sep 30, 2025 | - | - |
| Tower Research Capital LLC (TRC) | 2.76K | Sep 30, 2025 | +742 | - |
| Piscataqua Savings Bank | 2.58K | Sep 30, 2025 | - | - |
| BRYN MAWR TRUST Co | 2.52K | Sep 30, 2025 | - | - |
| TOMPKINS FINANCIAL CORP | 2.51K | Sep 30, 2025 | - | - |
| Triumph Capital Management | 2.46K | Sep 30, 2025 | +2.46K | - |
| McIlrath & Eck, LLC | 2.39K | Sep 30, 2025 | +210 | - |
| JDM Financial Group LLC | 2.37K | Sep 30, 2025 | - | - |
| Founders Financial Alliance, LLC | 2.22K | Sep 30, 2025 | -394 | - |
| Winthrop Capital Management, LLC | 2.02K | Sep 30, 2025 | +29 | - |
| Newbridge Financial Services Group, Inc. | 2.00K | Sep 30, 2025 | - | - |
| GAMMA Investing LLC | 1.99K | Sep 30, 2025 | -6,266 | - |
| REDMONT WEALTH ADVISORS LLC | 1.86K | Sep 30, 2025 | - | - |
| Smartleaf Asset Management LLC | 1.83K | Sep 30, 2025 | +1.83K | - |
| HAZLETT, BURT & WATSON, INC. | 1.80K | Sep 30, 2025 | +26 | - |
| Qube Research & Technologies Ltd | 1.74K | Sep 30, 2025 | -59,284 | - |
| SOA Wealth Advisors, LLC. | 1.58K | Sep 30, 2025 | +23 | - |
| DEUTSCHE BANK AG\ | 1.57K | Sep 30, 2025 | - | - |
| Financial Gravity Asset Management, Inc. | 1.50K | Sep 30, 2025 | +1.50K | - |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.48K | Sep 30, 2025 | - | - |
| LOWE BROCKENBROUGH & CO INC | 1.40K | Sep 30, 2025 | - | - |
| Bernard Wealth Management Corp. | 1.39K | Sep 30, 2025 | -235 | - |
| Vermillion & White Wealth Management Group, LLC | 1.34K | Sep 30, 2025 | - | - |
| Strategic Advocates LLC | 1.27K | Sep 30, 2025 | +1.27K | - |
| Princeton Global Asset Management LLC | 1.21K | Sep 30, 2025 | - | - |
| FIRST HORIZON CORP | 1.20K | Sep 30, 2025 | +1.20K | - |
| Salomon & Ludwin, LLC | 1.17K | Sep 30, 2025 | - | - |
| Parkside Financial Bank & Trust | 1.15K | Sep 30, 2025 | +1.13K | - |
| Rialto Wealth Management, LLC | 1.11K | Sep 30, 2025 | - | - |
| Family Legacy Financial Solutions, LLC | 1.00K | Sep 30, 2025 | +1.00K | - |
| Front Row Advisors LLC | 1.00K | Sep 30, 2025 | - | - |
| WHITTIER TRUST CO OF NEVADA INC | 789 | Sep 30, 2025 | - | - |
| Strategic Investment Solutions, Inc. /IL | 725 | Sep 30, 2025 | - | - |
| Westside Investment Management, Inc. | 704 | Sep 30, 2025 | - | - |
| ROTHSCHILD INVESTMENT LLC | 647 | Sep 30, 2025 | - | - |
| New England Capital Financial Advisors LLC | 608 | Sep 30, 2025 | - | - |
| Sunbelt Securities, Inc. | 558 | Sep 30, 2025 | -415 | - |
| HHM Wealth Advisors, LLC | 540 | Sep 30, 2025 | -540 | - |
| RICHARDSON FINANCIAL SERVICES INC. | 500 | Sep 30, 2025 | - | - |
| ADIRONDACK TRUST CO | 500 | Sep 30, 2025 | - | - |
| WOLFF WIESE MAGANA LLC | 453 | Sep 30, 2025 | - | - |
| Spire Wealth Management | 441 | Sep 30, 2025 | - | - |
| Root Financial Partners, LLC | 374 | Sep 30, 2025 | +374 | - |
| Ancora Advisors, LLC | 320 | Sep 30, 2025 | - | - |
| HANTZ FINANCIAL SERVICES, INC. | 314 | Sep 30, 2025 | - | - |
| Versant Capital Management, Inc | 300 | Sep 30, 2025 | +300 | - |
| Providence Capital Advisors, LLC | 258 | Sep 30, 2025 | +170 | - |
| Westfuller Advisors, LLC | 245 | Sep 30, 2025 | +245 | - |
| DELTA ASSET MANAGEMENT LLC/TN | 160 | Sep 30, 2025 | - | - |
| VALLEY NATIONAL ADVISERS INC | 148 | Sep 30, 2025 | +148 | - |
| Golden State Wealth Management, LLC | 129 | Sep 30, 2025 | - | - |
| LOGAN CAPITAL MANAGEMENT INC | 97 | Sep 30, 2025 | +2 | - |
| Key FInancial Inc | 94 | Sep 30, 2025 | - | - |
| Concord Wealth Partners | 80 | Sep 30, 2025 | - | - |
| Atlantic Union Bankshares Corp | 72 | Sep 30, 2025 | - | - |
| BARRETT & COMPANY, INC. | 66 | Sep 30, 2025 | - | - |
| 1 NORTH WEALTH SERVICES LLC | 60 | Sep 30, 2025 | - | - |
| FLAGSHIP WEALTH ADVISORS, LLC | 54 | Sep 30, 2025 | +54 | - |
| Costello Asset Management, INC | 49 | Sep 30, 2025 | - | - |
| MONTAG A & ASSOCIATES INC | 30 | Sep 30, 2025 | -419 | - |
| HARBOR INVESTMENT ADVISORY, LLC | 25 | Sep 30, 2025 | - | - |
| Glen Eagle Advisors, LLC | 13 | Sep 30, 2025 | - | - |
| ASSETMARK, INC | 3 | Sep 30, 2025 | - | - |
| BlackRock, Inc. | 1 | Sep 30, 2025 | +1 | - |
| ZRC WEALTH MANAGEMENT, LLC | 1 | Sep 30, 2025 | +1 | - |
| ATTICUS WEALTH MANAGEMENT, LLC | 0 | Sep 30, 2025 | -4,896 | - |
| Centiva Capital, LP | 0 | Sep 30, 2025 | -900,000 | - |
| FARMERS & MERCHANTS INVESTMENTS INC | 0 | Sep 30, 2025 | -50 | - |
| CHOREO, LLC | 0 | Sep 30, 2025 | -10,026 | - |
| FLAGSHIP HARBOR ADVISORS, LLC | 0 | Sep 30, 2025 | -36,493 | - |
| GROUP ONE TRADING, L.P. | 0 | Sep 30, 2025 | -200 | - |
| Smallwood Wealth Investment Management, LLC | 0 | Sep 30, 2025 | -62 | - |
| Brightwater Advisory LLC | 0 | Sep 30, 2025 | -47,700 | - |
| Belpointe Asset Management LLC | 0 | Sep 30, 2025 | -27,802 | - |
| Migdal Insurance & Financial Holdings Ltd. | 0 | Sep 30, 2025 | -850,000 | - |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0 | Sep 30, 2025 | -5,430 | - |
| COLUMBIA ADVISORY PARTNERS LLC | 0 | Sep 30, 2025 | -14,554 | - |
| Cladis Investment Advisory, LLC | 0 | Sep 30, 2025 | -10,177 | - |
| FRANKLIN RESOURCES INC | 0 | Sep 30, 2025 | -2,000 | - |
| NorthRock Partners, LLC | 0 | Sep 30, 2025 | -447 | - |
| FIRST TRUST ADVISORS LP | 0 | Sep 30, 2025 | -3,379,539 | - |
| Leading Edge Financial Planning LLC | 0 | Sep 30, 2025 | -13,827 | - |
| Beta Wealth Group, Inc. | 0 | Sep 30, 2025 | -31,097 | - |
| Beacon Pointe Advisors, LLC | 0 | Sep 30, 2025 | -11,624 | - |
| MOTCO | 0 | Sep 30, 2025 | -3,400 | - |
| Asset Dedication, LLC | 0 | Sep 30, 2025 | -300 | - |
| KINGSWOOD WEALTH ADVISORS, LLC | 0 | Sep 30, 2025 | -12,675 | - |
| GeoWealth Management, LLC | 0 | Sep 30, 2025 | -172 | - |
| SRS Capital Advisors, Inc. | 0 | Sep 30, 2025 | -29,089 | - |
| Traub Capital Management LLC | 0 | Sep 30, 2025 | -500 | - |
| BROWN BROTHERS HARRIMAN & CO | 0 | Sep 30, 2025 | -50 | - |
| Marex Group plc | 0 | Sep 30, 2025 | -12,000 | - |
| Nemes Rush Group LLC | 0 | Sep 30, 2025 | -9 | - |
| EXCHANGE TRADED CONCEPTS, LLC | 0 | Sep 30, 2025 | -446,029 | - |
| United Community Bank | 0 | Sep 30, 2025 | -12,598 | - |
| NVWM, LLC | 0 | Sep 30, 2025 | -209 | - |
| RENAISSANCE TECHNOLOGIES LLC | 0 | Sep 30, 2025 | -1,519,823 | - |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0 | Sep 30, 2025 | -10,375 | - |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0 | Sep 30, 2025 | -3,897 | - |
| TUDOR INVESTMENT CORP ET AL | 0 | Sep 30, 2025 | -88,941 | - |
| Moors & Cabot, Inc. | 0 | Sep 30, 2025 | -10,585 | - |
| Stratos Wealth Advisors, LLC | 0 | Sep 30, 2025 | -10,339 | - |
| Merit Financial Group, LLC | 0 | Sep 30, 2025 | -11,588 | - |
| Trifecta Capital Advisors, LLC | 0 | Sep 30, 2025 | -3,535 | - |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 0 | Sep 30, 2025 | -2,400 | - |
| Quantinno Capital Management LP | 0 | Sep 30, 2025 | -70,469 | - |
| Sanchez Wealth Management Group | 0 | Sep 30, 2025 | -67,415 | - |
| PRINCIPAL FINANCIAL GROUP INC | 0 | Sep 30, 2025 | -214,012 | - |
| Clearstead Trust, LLC | 0 | Sep 30, 2025 | -2,851 | - |
| FLAGSTAR ADVISORS INC. | 0 | Sep 30, 2025 | -10,430 | - |
| Abound Wealth Management | 0 | Sep 30, 2025 | -2,972 | - |
| Kovack Advisors, Inc. | 0 | Sep 30, 2025 | -11,823 | - |
| Patriot Financial Group Insurance Agency, LLC | 0 | Sep 30, 2025 | -14,823 | - |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 400.00K | Jun 30, 2025 | +380.28K | - |
| Good Life Advisors, LLC | 31.65K | Jun 30, 2025 | -1,727 | - |
| ATLAS CAPITAL ADVISORS LLC | 30.00K | Jun 30, 2025 | - | - |
| AVANTAX ADVISORY SERVICES, INC. | 29.39K | Jun 30, 2025 | -7,143 | - |
| Atria Wealth Solutions, Inc. | 22.36K | Jun 30, 2025 | -27,593 | - |
| ACAS, LLC | 21.59K | Jun 30, 2025 | +116 | - |
| J. W. Coons Advisors, LLC | 21.54K | Jun 30, 2025 | - | - |
| NORTH DALLAS BANK & TRUST CO | 19.25K | Jun 30, 2025 | +19.25K | - |
| Tyler-Stone Wealth Management | 15.24K | Jun 30, 2025 | +115 | - |
| Financial Insights, Inc. | 14.60K | Jun 30, 2025 | +400 | - |
| ADVISORS MANAGEMENT GROUP INC /ADV | 14.40K | Jun 30, 2025 | -1,519 | - |
| Financial Gravity Companies, Inc. | 1.50K | Jun 30, 2025 | +1.50K | - |
| First Horizon Advisors, Inc. | 1.20K | Jun 30, 2025 | - | - |
| Capital A Wealth Management, LLC | 0 | Jun 30, 2025 | -399 | - |
| Aurora Private Wealth, Inc. | 0 | Jun 30, 2025 | -48,969 | - |
| Paragon Private Wealth Management, LLC | 0 | Jun 30, 2025 | -11,939 | - |
| Orion Portfolio Solutions, LLC | 176.42K | Mar 31, 2025 | +176.42K | - |
| Proquility Private Wealth Partners, LLC | 53.00K | Mar 31, 2025 | +53.00K | - |
| Sheaff Brock Investment Advisors, LLC | 11.43K | Mar 31, 2025 | -17,000 | - |
| Coordinated Financial Services, Inc./CO | 11.33K | Mar 31, 2025 | +11.33K | - |
| Sandy Spring Bank | 72 | Mar 31, 2025 | - | - |
| Sanctuary Advisors, LLC | 573.28K | Dec 31, 2024 | +25.89K | - |
| Kades & Cheifetz LLC | 241.11K | Dec 31, 2024 | -24,370 | - |
| TrinityPoint Wealth, LLC | 19.34K | Dec 31, 2024 | -4,503 | - |
| SignalPoint Asset Management, LLC | 19.29K | Dec 31, 2024 | - | - |
| Householder Group Estate & Retirement Specialist, LLC | 1.84K | Dec 31, 2024 | -11,075 | - |
| AlphaMark Advisors, LLC | 900 | Dec 31, 2024 | - | - |
| Cassady Schiller Wealth Management, LLC | 42 | Dec 31, 2024 | - | - |
| RE Dickinson Investment Advisors, LLC | 13 | Dec 31, 2024 | +13 | - |
| Raymond James Financial Services Advisors, Inc. | 1.62M | Sep 30, 2024 | +233.65K | - |
| RAYMOND JAMES & ASSOCIATES | 667.27K | Sep 30, 2024 | -258,203 | - |
| GYL FINANCIAL SYNERGIES, LLC | 201.77K | Sep 30, 2024 | -865 | - |
| COWEN AND COMPANY, LLC | 19.70K | Sep 30, 2024 | +19.70K | - |
| RAYMOND JAMES TRUST N.A. | 17.15K | Sep 30, 2024 | -5,396 | - |
| FinTrust Capital Advisors, LLC | 12.21K | Sep 30, 2024 | - | - |
| Carmichael Hill & Associates, Inc. | 5.83K | Sep 30, 2024 | - | - |
| M&R CAPITAL MANAGEMENT INC | 799 | Sep 30, 2024 | - | - |
| First Personal Financial Services | 86 | Sep 30, 2024 | - | - |
| Carmenna Advisors LLC | 291.76K | Jun 30, 2024 | +291.76K | - |
| Gratus Capital LLC | 75.00K | Jun 30, 2024 | - | - |
| Levy Wealth Management Group, LLC | 60.55K | Jun 30, 2024 | -301 | - |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 35.27K | Jun 30, 2024 | -168 | - |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 10.20K | Jun 30, 2024 | +40 | - |
| WALDEN WEALTH PARTNERS LLC | 10.20K | Jun 30, 2024 | - | - |
| ICA Group Wealth Management, LLC | 0 | Jun 30, 2024 | -7,827 | - |
| Private Ocean, LLC | 0 | Jun 30, 2024 | -7,920 | - |
| Coulter & Justus Financial Services, LLC | 435.22K | Mar 31, 2024 | +435.22K | - |
| Cetera Advisor Networks LLC | 279.55K | Mar 31, 2024 | +16.51K | - |
| Retirement Group, LLC | 51.70K | Mar 31, 2024 | +34 | - |
| Cetera Advisors LLC | 27.13K | Mar 31, 2024 | +14.77K | - |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 26.19K | Mar 31, 2024 | -39,986 | - |
| Highlander Capital Management, LLC | 16.55K | Mar 31, 2024 | - | - |
| CAMBRIDGE TRUST CO | 3.00K | Mar 31, 2024 | - | - |
| Traverso Chambers Private Wealth Management, LLC | 577.15K | Dec 31, 2023 | +12.90K | - |
| StrategIQ Financial Group, LLC | 129.16K | Dec 31, 2023 | +54.08K | - |
| FOCUS FINANCIAL NETWORK INC /ADV | 37.78K | Dec 31, 2023 | +37.78K | - |
| Simplicity Solutions, LLC | 24.28K | Dec 31, 2023 | -220 | - |
| DFPG INVESTMENTS, LLC | 19.60K | Dec 31, 2023 | +5.18K | - |
| Bartlett & Co. LLC | 6.46K | Dec 31, 2023 | - | - |
| DB Wealth Management Group, LLC | 2.89K | Dec 31, 2023 | - | - |
| Baystate Wealth Management LLC | 1.78K | Dec 31, 2023 | +32 | - |
| PROVENCE WEALTH MANAGEMENT GROUP | 810 | Dec 31, 2023 | - | - |
| Golden Green, Inc. | 306.87K | Sep 30, 2023 | +8.04K | - |
| COLONY GROUP LLC | 61.50K | Sep 30, 2023 | -14,110 | - |
| Antonetti Capital Management LLC | 61.27K | Sep 30, 2023 | -938 | - |
| Milestone Advisory Partners | 27.59K | Sep 30, 2023 | - | - |
| Key Bridge Compliance, LLC | 24.14K | Sep 30, 2023 | +24.14K | - |
| Windsor Group LTD | 20.37K | Sep 30, 2023 | +637 | - |
| V Wealth Advisors LLC | 0 | Sep 30, 2023 | -15,022 | - |
| HERON FINANCIAL GROUP, LLC | 195.36K | Jun 30, 2023 | -1,079 | - |
| AJ WEALTH STRATEGIES, LLC | 75.00K | Jun 30, 2023 | -25,000 | - |
| COMPTON CAPITAL MANAGEMENT INC /RI | 18.98K | Jun 30, 2023 | -121,445 | - |
| MCMILLION CAPITAL MANAGEMENT INC | 16.73K | Jun 30, 2023 | - | - |
| Carlsbad Wealth Advisory Group, Inc. | 12.27K | Jun 30, 2023 | +12.27K | - |
| BerganKDV Wealth Management, LLC | 4.54K | Jun 30, 2023 | -965 | - |
| Kistler-Tiffany Companies, LLC | 14 | Jun 30, 2023 | +14 | - |
| Ahrens Investment Partners LLC | 24.50K | Mar 31, 2023 | +172 | - |
| Baldrige Asset Management LLC | 19.70K | Mar 31, 2023 | -734 | - |
| Quantitative Advantage, LLC | 16.61K | Mar 31, 2023 | -352 | - |
| Laurel Wealth Advisors, Inc. | 23.27K | Dec 31, 2022 | -3,078 | - |
| TRUSTCORE FINANCIAL SERVICES, LLC | 22.44K | Dec 31, 2022 | +243 | - |
| Claraphi Advisory Network, LLC | 0 | Dec 31, 2022 | -41,163 | - |
| Covington Capital Management | 1.06M | Sep 30, 2022 | +4.08K | - |
| American Portfolios Advisors | 117.51K | Sep 30, 2022 | -6,757 | - |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 47.09K | Sep 30, 2022 | -3,917 | - |
| Legacy Wealth Planning, LLC | 31.28K | Sep 30, 2022 | +3.22K | - |
| Round Table Services, LLC | 19.63K | Sep 30, 2022 | - | - |
| MUFG Americas Holdings Corp | 16.39K | Sep 30, 2022 | - | - |
| Strategic Asset Management, LLC | 800 | Sep 30, 2022 | - | - |
| WIPFLI FINANCIAL ADVISORS LLC, | 174 | Sep 30, 2022 | +174 | - |
| SWM Advisors | 0 | Sep 30, 2022 | -17,052 | - |
| Intersect Capital LLC | 75.19K | Jun 30, 2022 | +467 | - |
| B. Riley Wealth Management, Inc. | 35.82K | Jun 30, 2022 | +35.82K | - |
| Frontier Wealth Management LLC | 31.93K | Jun 30, 2022 | -949 | - |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 15.16K | Jun 30, 2022 | -909,197 | - |
| Cordasco Financial Network | 2.31K | Jun 30, 2022 | -6,500 | - |
| Urban Wealth Management, LLC | 0 | Jun 30, 2022 | - | - |
| Tatro Capital, LLC | 610.85K | Mar 31, 2022 | +22.21K | - |
| IndexIQ Advisors LLC | 470.00K | Mar 31, 2022 | +392.50K | - |
| Winfield Associates, Inc. | 11.28K | Mar 31, 2022 | - | - |
| Freedman Financial Associates, Inc. | 800 | Mar 31, 2022 | - | - |
| VIRIDIAN RIA, LLC | 0 | Mar 31, 2022 | -12,556 | - |
| QUEST CAPITAL MANAGEMENT INC /ADV | 13.65K | Dec 31, 2021 | -270 | - |
| NEXT Financial Group, Inc | 8.03K | Dec 31, 2021 | +74 | - |
| Carroll Financial Associates, Inc. | 4.45K | Dec 31, 2021 | - | - |
| Castle Financial & Retirement Planning Associates, Inc. | 4.43K | Dec 31, 2021 | +4.43K | - |
| OLD DOMINION CAPITAL MANAGEMENT INC | 733.35K | Sep 30, 2021 | +18.73K | - |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 64.11K | Sep 30, 2021 | +24.55K | - |
| Ameritas Investment Company, LLC | 49.93K | Sep 30, 2021 | +42.07K | - |
| Allegiant Private Advisors, LLC | 74.70K | Jun 30, 2021 | - | - |
| USCA RIA LLC | 0 | Jun 30, 2021 | -10,647 | - |
| TCF National Bank | 24.32K | Mar 31, 2021 | +1.81K | - |
| Reby Advisors, LLC | 19.70K | Dec 31, 2020 | +19.70K | - |
| Winslow, Evans & Crocker, Inc. | 9.60K | Dec 31, 2020 | +7.30K | - |
| SUNFLOWER BANK, NA WEALTH MANAGEMENT | 75.39K | Sep 30, 2020 | -5,685 | - |
| KAYS FINANCIAL ADVISORY CORP /ADV | 64.99K | Sep 30, 2020 | -9,019 | - |
| First Allied Advisory Services, Inc. | 22.69K | Sep 30, 2020 | +4.14K | - |
| Partnervest Advisory Services LLC | 12.44K | Sep 30, 2020 | -18,982 | - |
| Lucia Wealth Services, LLC | 3.50K | Sep 30, 2020 | - | - |
| SHINE INVESTMENT ADVISORY SERVICES INC | 0 | Sep 30, 2020 | -224 | - |
| BRINKER CAPITAL INC | 582.16K | Jun 30, 2020 | +582.16K | - |
| PagnatoKarp Partners LLC | 1.21M | Mar 31, 2020 | -258,026 | - |
| Noven Financial Group, Inc. | 360.86K | Mar 31, 2020 | +10.79K | - |
| Peak Capital Management LLC | 166.24K | Mar 31, 2020 | -114,374 | - |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 0 | Mar 31, 2020 | -133 | - |
| Advisor Group, Inc. | 948.22K | Dec 31, 2019 | +73.03K | - |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 768.93K | Dec 31, 2019 | +119.05K | - |
| Torch Wealth Management LLC | 117.98K | Dec 31, 2019 | -300 | - |
| BB&T SECURITIES, LLC | 1.44M | Sep 30, 2019 | +242.37K | - |
| SUNTRUST BANKS INC | 169.01K | Sep 30, 2019 | +153.08K | - |
| MADRONA FUNDS, LLC | 38.99K | Sep 30, 2019 | +38.99K | - |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1.00K | Sep 30, 2019 | - | - |
| American Financial Network Advisory Services LLC | 0 | Sep 30, 2019 | -19,240 | - |
| Ceros Financial Services Inc. | 445.66K | Mar 31, 2019 | +445.66K | - |
| Lattice Strategies LLC | 30.41K | Mar 31, 2019 | -11,557 | - |
| NEXT Financial Holdings | 1.02K | Mar 31, 2019 | +1.02K | - |
| Catamount Wealth Management | 1.00K | Mar 31, 2019 | -32 | - |
| Weatherstone Capital Management | 0 | Mar 31, 2019 | -18,264 | - |
| DEARBORN CAPITAL MANAGEMENT LLC | 95.00K | Sep 30, 2018 | -65,000 | - |
| Ken Stern & Associates, Inc. | 46.41K | Sep 30, 2018 | +46.41K | - |
| CYNOSURE ADVISORS, LLC | 0 | Sep 30, 2018 | -14,552 | - |