Invesco Water Resources ETFPHONASDAQ
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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Nilsine Partners, LLC | -- | Dec 31, 25 | -20.43K | -- |
| Ronald Blue Trust, Inc. | -- | Dec 31, 25 | -746 | -- |
| Pacifica Partners Inc. | -- | Dec 31, 25 | -206 | -- |
| Crewe Advisors LLC | -- | Dec 31, 25 | -296 | -- |
| SALEM INVESTMENT COUNSELORS INC | -- | Dec 31, 25 | -550 | -- |
| Hennion & Walsh Asset Management, Inc. | -- | Dec 31, 25 | -7.38K | -- |
| BANK OF AMERICA CORP /DE/ | 1.64M | Sep 30, 25 | +34.97K | -- |
| MORGAN STANLEY | 1.44M | Sep 30, 25 | +19.32K | -- |
| LPL Financial LLC | 907.59K | Sep 30, 25 | +85.25K | -- |
| 1832 Asset Management L.P. | 516.28K | Sep 30, 25 | +10.32K | -- |
| RAYMOND JAMES FINANCIAL INC | 447.32K | Sep 30, 25 | -13.27K | -- |
| UBS Group AG | 443.46K | Sep 30, 25 | +20.26K | -- |
| HighTower Advisors, LLC | 419.96K | Sep 30, 25 | +3.31K | -- |
| ROYAL BANK OF CANADA | 399.10K | Sep 30, 25 | +10.76K | -- |
| Gitterman Wealth Management, LLC | 368.92K | Sep 30, 25 | -1.05K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | 287.01K | Sep 30, 25 | -497 | -- |
| ADVISOR GROUP HOLDINGS, INC. | 232.50K | Sep 30, 25 | +13.45K | -- |
| Cetera Investment Advisers | 229.84K | Sep 30, 25 | +11.01K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | 203.05K | Sep 30, 25 | -901 | -- |
| WELLS FARGO & COMPANY/MN | 191.12K | Sep 30, 25 | +2.20K | -- |
| Prism Advisors, Inc. | 166.94K | Sep 30, 25 | +3.92K | -- |
| BLAIR WILLIAM & CO/IL | 136.05K | Sep 30, 25 | -916 | -- |
| CWM, LLC | 133.52K | Sep 30, 25 | +766 | -- |
| Hamilton Wealth, LLC | 115.64K | Sep 30, 25 | +1.62K | -- |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 112.75K | Sep 30, 25 | -2.06K | -- |
| Strive Asset Management, LLC | 91.86K | Sep 30, 25 | +17.78K | -- |
| STIFEL FINANCIAL CORP | 90.60K | Sep 30, 25 | +1.74K | -- |
| Kestra Advisory Services, LLC | 73.60K | Sep 30, 25 | -1.10K | -- |
| Conservest Capital Advisors, Inc. | 70.54K | Sep 30, 25 | +60 | -- |
| AMERIPRISE FINANCIAL INC | 69.29K | Sep 30, 25 | -10.87K | -- |
| Creative Planning | 65.26K | Sep 30, 25 | +876 | -- |
| Bedell Frazier Investment Counseling, LLC | 63.08K | Sep 30, 25 | -86 | -- |
| COMMERCE BANK | 60.64K | Sep 30, 25 | -421 | -- |
| Cerity Partners LLC | 59.52K | Sep 30, 25 | +29 | -- |
| Raab & Moskowitz Asset Management LLC | 59.00K | Sep 30, 25 | -1.30K | -- |
| TRUIST FINANCIAL CORP | 56.94K | Sep 30, 25 | +721 | -- |
| David R. Rahn & Associates Inc. | 56.81K | Sep 30, 25 | -163 | -- |
| Linscomb & Williams, Inc. | 55.89K | Sep 30, 25 | -- | -- |
| ENVESTNET ASSET MANAGEMENT INC | 52.79K | Sep 30, 25 | +3.14K | -- |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 51.49K | Sep 30, 25 | +183 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 50.27K | Sep 30, 25 | +4.61K | -- |
| MERCER GLOBAL ADVISORS INC /ADV | 50.25K | Sep 30, 25 | -683 | -- |
| SCOTIA CAPITAL INC. | 48.66K | Sep 30, 25 | -418 | -- |
| IFP Advisors, Inc | 42.01K | Sep 30, 25 | -3.83K | -- |
| Beacon Pointe Advisors, LLC | 39.72K | Sep 30, 25 | +3.27K | -- |
| JONES FINANCIAL COMPANIES LLLP | 37.59K | Sep 30, 25 | +4.06K | -- |
| Cambridge Investment Research Advisors, Inc. | 37.33K | Sep 30, 25 | +16.30K | -- |
| Colony Group, LLC | 36.56K | Sep 30, 25 | -1.76K | -- |
| CIBC WORLD MARKET INC. | 34.86K | Sep 30, 25 | +229 | -- |
| Private Advisor Group, LLC | 32.50K | Sep 30, 25 | +3.07K | -- |
| JPMORGAN CHASE & CO | 32.33K | Sep 30, 25 | -933 | -- |
| Chicago Partners Investment Group LLC | 32.04K | Sep 30, 25 | +4 | -- |
| Rockingstone Advisors LLC | 30.75K | Sep 30, 25 | -325 | -- |
| VAN ECK ASSOCIATES CORP | 28.71K | Sep 30, 25 | +5.12K | -- |
| Verity Asset Management, Inc. | 27.98K | Sep 30, 25 | +955 | -- |
| O'ROURKE & COMPANY, Inc | 27.87K | Sep 30, 25 | -403 | -- |
| Prime Capital Investment Advisors, LLC | 27.67K | Sep 30, 25 | -648 | -- |
| J.W. COLE ADVISORS, INC. | 27.65K | Sep 30, 25 | -782 | -- |
| Janney Montgomery Scott LLC | 27.05K | Sep 30, 25 | -353 | -- |
| Curbstone Financial Management Corp | 26.70K | Sep 30, 25 | -- | -- |
| Steward Partners Investment Advisory, LLC | 26.52K | Sep 30, 25 | -1.04K | -- |
| Hilltop Holdings Inc. | 26.15K | Sep 30, 25 | -- | -- |
| Rockefeller Capital Management L.P. | 25.63K | Sep 30, 25 | +4.87K | -- |
| FMR LLC | 24.95K | Sep 30, 25 | -1.18K | -- |
| CIBC Private Wealth Group, LLC | 24.94K | Sep 30, 25 | -80 | -- |
| D.A. DAVIDSON & CO. | 23.30K | Sep 30, 25 | +7.43K | -- |
| CAPTRUST FINANCIAL ADVISORS | 23.22K | Sep 30, 25 | -1.46K | -- |
| MML INVESTORS SERVICES, LLC | 23.03K | Sep 30, 25 | +775 | -- |
| GUARDIAN CAPITAL LP | 22.70K | Sep 30, 25 | +22.70K | -- |
| Sovran Advisors, LLC | 22.24K | Sep 30, 25 | -1.28K | -- |
| Mariner, LLC | 20.41K | Sep 30, 25 | +1.25K | -- |
| PFG Investments, LLC | 20.22K | Sep 30, 25 | +287 | -- |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 20.19K | Sep 30, 25 | -- | -- |
| Capital Analysts, LLC | 19.21K | Sep 30, 25 | -2.28K | -- |
| NewEdge Advisors, LLC | 19.02K | Sep 30, 25 | +508 | -- |
| CI Private Wealth, LLC | 18.69K | Sep 30, 25 | -1.23K | -- |
| Summit Financial, LLC | 18.52K | Sep 30, 25 | +3 | -- |
| OPPENHEIMER & CO INC | 18.17K | Sep 30, 25 | +3.67K | -- |
| Miracle Mile Advisors, LLC | 18.00K | Sep 30, 25 | +1.58K | -- |
| Glenmede Investment Management, LP | 17.61K | Sep 30, 25 | -6.10K | -- |
| American Institute for Advanced Investment Management, LLP | 17.37K | Sep 30, 25 | -125 | -- |
| RETIREMENT INCOME SOLUTIONS, INC | 17.03K | Sep 30, 25 | -- | -- |
| Bravias Capital Group, LLC | 17.01K | Sep 30, 25 | +4.28K | -- |
| Glen Eagle Advisors, LLC | 16.61K | Sep 30, 25 | +510 | -- |
| COMERICA BANK | 16.60K | Sep 30, 25 | -2.31K | -- |
| Fox Hill Wealth Management | 16.57K | Sep 30, 25 | -630 | -- |
| ROBERTS GLORE & CO INC /IL/ | 16.49K | Sep 30, 25 | -84 | -- |
| Gouws Capital LLC | 16.00K | Sep 30, 25 | -- | -- |
| Resources Investment Advisors, LLC. | 15.33K | Sep 30, 25 | +77 | -- |
| Cresset Asset Management, LLC | 14.83K | Sep 30, 25 | -- | -- |
| Integrated Wealth Concepts LLC | 14.38K | Sep 30, 25 | +689 | -- |
| Apollon Wealth Management, LLC | 14.17K | Sep 30, 25 | +1 | -- |
| Secure Asset Management, LLC | 14.15K | Sep 30, 25 | +1.05K | -- |
| EQUITABLE TRUST CO | 13.94K | Sep 30, 25 | -- | -- |
| Kovitz Investment Group Partners, LLC | 13.85K | Sep 30, 25 | -1.57K | -- |
| Baird Financial Group, Inc. | 13.56K | Sep 30, 25 | -135 | -- |
| Federation des caisses Desjardins du Quebec | 13.29K | Sep 30, 25 | +1.23K | -- |
| OVERSEA-CHINESE BANKING Corp Ltd | 13.06K | Sep 30, 25 | +25 | -- |
| MUSTICO FINANCIAL GROUP, INC. | 12.96K | Sep 30, 25 | +920 | -- |
| MAI Capital Management | 12.93K | Sep 30, 25 | -250 | -- |
| Elk River Wealth Management, LLC | 12.63K | Sep 30, 25 | -- | -- |
| LexAurum Advisors, LLC | 12.62K | Sep 30, 25 | +18 | -- |
| NATIONAL BANK OF CANADA /FI/ | 12.42K | Sep 30, 25 | -131 | -- |
| HM PAYSON & CO | 12.24K | Sep 30, 25 | +666 | -- |
| Snowden Capital Advisors LLC | 12.03K | Sep 30, 25 | +52 | -- |
| ALTFEST L J & CO INC | 11.98K | Sep 30, 25 | -- | -- |
| Arkadios Wealth Advisors | 11.75K | Sep 30, 25 | +2.40K | -- |
| US BANCORP \DE\ | 11.68K | Sep 30, 25 | +673 | -- |
| Advisory Services Network, LLC | 11.37K | Sep 30, 25 | +814 | -- |
| NTV ASSET MANAGEMENT LLC | 11.27K | Sep 30, 25 | -850 | -- |
| NewEdge Wealth, LLC | 11.15K | Sep 30, 25 | -2.24K | -- |
| WELCH & FORBES LLC | 10.50K | Sep 30, 25 | -1.70K | -- |
| BROWN ADVISORY INC | 10.44K | Sep 30, 25 | -332 | -- |
| Neuberger Berman Group LLC | 10.40K | Sep 30, 25 | -210 | -- |
| FSM Wealth Advisors, LLC | 10.39K | Sep 30, 25 | +12 | -- |
| Eqis Capital Management, Inc. | 10.09K | Sep 30, 25 | -3.03K | -- |
| BNP PARIBAS ARBITRAGE, SNC | 10.00K | Sep 30, 25 | +10.00K | -- |
| CHOREO, LLC | 9.71K | Sep 30, 25 | -- | -- |
| Crestwood Advisors Group LLC | 9.63K | Sep 30, 25 | +377 | -- |
| TD PRIVATE CLIENT WEALTH LLC | 9.54K | Sep 30, 25 | +1.11K | -- |
| Retirement Planning Co of New England, Inc. | 9.44K | Sep 30, 25 | -8 | -- |
| NORTH STAR ASSET MANAGEMENT INC | 9.00K | Sep 30, 25 | -- | -- |
| IHT Wealth Management, LLC | 8.89K | Sep 30, 25 | +1 | -- |
| Pathstone Holdings, LLC | 8.64K | Sep 30, 25 | -- | -- |
| WEALTHSPAN PARTNERS, LLC | 8.52K | Sep 30, 25 | -399 | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | 8.23K | Sep 30, 25 | +55 | -- |
| Wellington Shields & Co., LLC | 8.23K | Sep 30, 25 | +466 | -- |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8.14K | Sep 30, 25 | +175 | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8.00K | Sep 30, 25 | -- | -- |
| MOSAIC FINANCIAL GROUP, LLC | 7.95K | Sep 30, 25 | +6 | -- |
| GERBER, LLC | 7.83K | Sep 30, 25 | -- | -- |
| McGinn Penninger Investment Management, Inc. | 7.67K | Sep 30, 25 | -3.80K | -- |
| Mesirow Financial Investment Management, Inc. | 7.49K | Sep 30, 25 | +5 | -- |
| PACIFIC SUN FINANCIAL CORP | 7.49K | Sep 30, 25 | +250 | -- |
| BANK OF MONTREAL /CAN/ | 7.44K | Sep 30, 25 | +532 | -- |
| Stenahm Asset Managment Ltd | 7.40K | Sep 30, 25 | -- | -- |
| SS&H Financial Advisors, Inc. | 7.20K | Sep 30, 25 | -- | -- |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 7.10K | Sep 30, 25 | -12 | -- |
| BESSEMER GROUP INC | 6.88K | Sep 30, 25 | -- | -- |
| Wealthfront Advisers LLC | 6.76K | Sep 30, 25 | -168 | -- |
| MCIA Inc | 6.73K | Sep 30, 25 | +264 | -- |
| Aspen Wealth Strategies, LLC | 6.63K | Sep 30, 25 | -12 | -- |
| Prospera Financial Services Inc | 6.42K | Sep 30, 25 | +16 | -- |
| Waverly Advisors, LLC | 6.40K | Sep 30, 25 | -299 | -- |
| Atlantic Union Bankshares Corp | 6.27K | Sep 30, 25 | -50 | -- |
| CENTRAL TRUST Co | 6.08K | Sep 30, 25 | -- | -- |
| North Star Investment Management Corp. | 5.92K | Sep 30, 25 | -- | -- |
| WHITTIER TRUST CO OF NEVADA INC | 5.85K | Sep 30, 25 | -- | -- |
| Venture Visionary Partners LLC | 5.83K | Sep 30, 25 | -- | -- |
| PEAPACK GLADSTONE FINANCIAL CORP | 5.76K | Sep 30, 25 | -- | -- |
| WILEY BROS.-AINTREE CAPITAL, LLC | 5.75K | Sep 30, 25 | +2.29K | -- |
| Sequoia Financial Advisors, LLC | 5.73K | Sep 30, 25 | +457 | -- |
| RFG - Bristol Wealth Advisors, LLC | 5.72K | Sep 30, 25 | -1.11K | -- |
| MinichMacGregor Wealth Management, LLC | 5.64K | Sep 30, 25 | +303 | -- |
| Stratos Wealth Partners, LTD. | 5.60K | Sep 30, 25 | +307 | -- |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 5.58K | Sep 30, 25 | -- | -- |
| Quantinno Capital Management LP | 5.56K | Sep 30, 25 | +96 | -- |
| HOWE & RUSLING INC | 5.42K | Sep 30, 25 | +70 | -- |
| NorthRock Partners, LLC | 5.35K | Sep 30, 25 | -- | -- |
| Moors & Cabot, Inc. | 5.33K | Sep 30, 25 | +25 | -- |
| LRI Investments, LLC | 5.30K | Sep 30, 25 | +27 | -- |
| MONETA GROUP INVESTMENT ADVISORS LLC | 5.25K | Sep 30, 25 | +5.25K | -- |
| Cardinal Point Capital Management, ULC | 5.22K | Sep 30, 25 | +5.22K | -- |
| Clearwater Capital Advisors, LLC | 5.21K | Sep 30, 25 | -- | -- |
| Lynx Investment Advisory | 5.16K | Sep 30, 25 | +1 | -- |
| Ledyard National Bank | 5.01K | Sep 30, 25 | -8.47K | -- |
| Sanctuary Advisors, LLC | 4.83K | Sep 30, 25 | +247 | -- |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4.79K | Sep 30, 25 | +6 | -- |
| Parkside Financial Bank & Trust | 4.75K | Sep 30, 25 | -- | -- |
| TRITONPOINT WEALTH, LLC | 4.71K | Sep 30, 25 | -- | -- |
| Larson Financial Group LLC | 4.70K | Sep 30, 25 | +3 | -- |
| Relyea Zuckerberg Hanson LLC | 4.68K | Sep 30, 25 | -- | -- |
| Merit Financial Group, LLC | 4.60K | Sep 30, 25 | -269 | -- |
| Banco Santander, S.A. | 4.57K | Sep 30, 25 | -1.73K | -- |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.55K | Sep 30, 25 | +4.55K | -- |
| NORTHERN TRUST CORP | 4.55K | Sep 30, 25 | -- | -- |
| WEDBUSH SECURITIES INC | 4.51K | Sep 30, 25 | -298 | -- |
| HB Wealth Management, LLC | 4.50K | Sep 30, 25 | -- | -- |
| Paragon Capital Management Ltd | 4.46K | Sep 30, 25 | +5 | -- |
| TIAA TRUST, NATIONAL ASSOCIATION | 4.45K | Sep 30, 25 | -67 | -- |
| OXFORD FINANCIAL GROUP LTD | 4.44K | Sep 30, 25 | -- | -- |
| Ritter Daniher Financial Advisory LLC / DE | 4.41K | Sep 30, 25 | -- | -- |
| WealthBridge Capital Management, LLC | 4.39K | Sep 30, 25 | -- | -- |
| FRANKLIN RESOURCES INC | 4.36K | Sep 30, 25 | -- | -- |
| LYELL WEALTH MANAGEMENT, LP | 4.32K | Sep 30, 25 | -- | -- |
| NWAM LLC | 4.28K | Sep 30, 25 | +3 | -- |
| Blue Rock Wealth Management LLC | 4.20K | Sep 30, 25 | -- | -- |
| KKM Financial LLC | 4.18K | Sep 30, 25 | +581 | -- |
| Bank of New York Mellon Corp | 4.05K | Sep 30, 25 | +291 | -- |
| HARBOUR INVESTMENTS, INC. | 4.05K | Sep 30, 25 | +1.31K | -- |
| Marble Harbor Investment Counsel, LLC | 4.03K | Sep 30, 25 | -- | -- |
| First Western Trust Bank | 4.00K | Sep 30, 25 | -- | -- |
| JOHNSON INVESTMENT COUNSEL INC | 3.99K | Sep 30, 25 | -- | -- |
| McElhenny Sheffield Capital Management, LLC | 3.96K | Sep 30, 25 | -60 | -- |
| JOHN G ULLMAN & ASSOCIATES INC | 3.92K | Sep 30, 25 | -- | -- |
| TD Waterhouse Canada Inc. | 3.91K | Sep 30, 25 | -260 | -- |
| AllSquare Wealth Management LLC | 3.90K | Sep 30, 25 | -- | -- |
| Adviser Investments LLC | 3.85K | Sep 30, 25 | +600 | -- |
| Vise Technologies, Inc. | 3.72K | Sep 30, 25 | -- | -- |
| KCM INVESTMENT ADVISORS LLC | 3.71K | Sep 30, 25 | -- | -- |
| Modera Wealth Management, LLC | 3.70K | Sep 30, 25 | -110 | -- |
| Western Financial Corp/CA | 3.69K | Sep 30, 25 | -725 | -- |
| Sanibel Captiva Trust Company, Inc. | 3.60K | Sep 30, 25 | -- | -- |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 3.58K | Sep 30, 25 | -50 | -- |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 3.53K | Sep 30, 25 | +29 | -- |
| Beaton Management Co. Inc. | 3.53K | Sep 30, 25 | -- | -- |
| Pinnacle Wealth Management Group, Inc. | 3.52K | Sep 30, 25 | -- | -- |
| CreativeOne Wealth, LLC | 3.52K | Sep 30, 25 | +619 | -- |
| KLINGENSTEIN FIELDS & CO LP | 3.50K | Sep 30, 25 | -- | -- |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 3.48K | Sep 30, 25 | -- | -- |
| Stamos Capital Partners, L.P. | 3.39K | Sep 30, 25 | -2.31K | -- |
| ALTERNA WEALTH MANAGEMENT, INC | 3.39K | Sep 30, 25 | -1.14K | -- |
| Astoria Portfolio Advisors LLC. | 3.32K | Sep 30, 25 | -37 | -- |
| WMG Financial Advisors, LLC | 3.32K | Sep 30, 25 | +3.32K | -- |
| Millstone Evans Group, LLC | 3.30K | Sep 30, 25 | -- | -- |
| Equitable Holdings, Inc. | 3.29K | Sep 30, 25 | -269 | -- |
| Jacobi Capital Management LLC | 3.13K | Sep 30, 25 | +227 | -- |
| KEYBANK NATIONAL ASSOCIATION/OH | 3.10K | Sep 30, 25 | -293 | -- |
| Walkner Condon Financial Advisors LLC | 3.10K | Sep 30, 25 | +3.10K | -- |
| BENJAMIN EDWARDS INC | 3.09K | Sep 30, 25 | -383 | -- |
| Montis Financial, LLC | 3.09K | Sep 30, 25 | +2 | -- |
| Key Client Fiduciary Advisors, LLC | 3.08K | Sep 30, 25 | +1 | -- |
| Brookwood Investment Group LLC | 3.06K | Sep 30, 25 | -- | -- |
| Autumn Glory Partners, LLC | 3.05K | Sep 30, 25 | -- | -- |
| Essex Financial Services, Inc. | 3.00K | Sep 30, 25 | -- | -- |
| Aspect Partners, LLC | 3.00K | Sep 30, 25 | -- | -- |
| Per Stirling Capital Management, LLC. | 3.00K | Sep 30, 25 | +4 | -- |
| WealthShield Partners, LLC | 2.99K | Sep 30, 25 | -35 | -- |
| Winthrop Advisory Group LLC | 2.97K | Sep 30, 25 | +2 | -- |
| Midwest Trust Co | 2.97K | Sep 30, 25 | +7 | -- |
| Kovack Advisors, Inc. | 2.95K | Sep 30, 25 | -990 | -- |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2.93K | Sep 30, 25 | -- | -- |
| VERUS CAPITAL PARTNERS, LLC | 2.92K | Sep 30, 25 | +1 | -- |
| CITIZENS FINANCIAL GROUP INC/RI | 2.89K | Sep 30, 25 | +2.89K | -- |
| FIFTH THIRD BANCORP | 2.89K | Sep 30, 25 | -- | -- |
| Ancora Advisors, LLC | 2.72K | Sep 30, 25 | -1.11K | -- |
| MGB Wealth Management, LLC | 2.70K | Sep 30, 25 | +1.25K | -- |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2.70K | Sep 30, 25 | -- | -- |
| FIRST UNITED BANK & TRUST | 2.60K | Sep 30, 25 | -115 | -- |
| NBC SECURITIES, INC. | 2.37K | Sep 30, 25 | -- | -- |
| AlphaCore Capital LLC | 2.30K | Sep 30, 25 | -295 | -- |
| Johnson Financial Group, Inc. | 2.19K | Sep 30, 25 | -997 | -- |
| ST GERMAIN D J CO INC | 2.19K | Sep 30, 25 | -- | -- |
| Aptus Capital Advisors, LLC | 2.10K | Sep 30, 25 | -- | -- |
| TFC Financial Management, Inc. | 2.02K | Sep 30, 25 | +252 | -- |
| Avalon Trust Co | 1.98K | Sep 30, 25 | -- | -- |
| Wealthspire Advisors, LLC | 1.96K | Sep 30, 25 | +1.96K | -- |
| Farther Finance Advisors, LLC | 1.82K | Sep 30, 25 | +313 | -- |
| AdvisorNet Financial, Inc | 1.80K | Sep 30, 25 | -- | -- |
| Ameritas Advisory Services, LLC | 1.79K | Sep 30, 25 | -2.91K | -- |
| FSA Wealth Management LLC | 1.77K | Sep 30, 25 | -- | -- |
| Capital Investment Advisory Services, LLC | 1.75K | Sep 30, 25 | -- | -- |
| WHITTIER TRUST CO | 1.74K | Sep 30, 25 | +120 | -- |
| CROWLEY WEALTH MANAGEMENT, INC. | 1.55K | Sep 30, 25 | +100 | -- |
| Westside Investment Management, Inc. | 1.52K | Sep 30, 25 | +1 | -- |
| Parallel Advisors, LLC | 1.46K | Sep 30, 25 | +926 | -- |
| BOKF, NA | 1.41K | Sep 30, 25 | -- | -- |
| ROTHSCHILD INVESTMENT LLC | 1.35K | Sep 30, 25 | -- | -- |
| Pacific Center for Financial Services | 1.34K | Sep 30, 25 | -- | -- |
| CHILTON CAPITAL MANAGEMENT LLC | 1.17K | Sep 30, 25 | -- | -- |
| Grey Fox Wealth Advisors, LLC | 1.09K | Sep 30, 25 | +1.09K | -- |
| FIRST HORIZON CORP | 1.07K | Sep 30, 25 | +1.07K | -- |
| Rossby Financial, LCC | 1.05K | Sep 30, 25 | -- | -- |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1.03K | Sep 30, 25 | +1 | -- |
| Cherry Tree Wealth Management, LLC | 1.00K | Sep 30, 25 | -- | -- |
| CX Institutional | 1.00K | Sep 30, 25 | +1 | -- |
| Sachetta, LLC | 1.00K | Sep 30, 25 | -- | -- |
| Frazier Financial Advisors, LLC | 980 | Sep 30, 25 | -4 | -- |
| Washington Trust Advisors, Inc. | 980 | Sep 30, 25 | -- | -- |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 946 | Sep 30, 25 | +280 | -- |
| NBT BANK N A /NY | 943 | Sep 30, 25 | -- | -- |
| Allworth Financial LP | 935 | Sep 30, 25 | +207 | -- |
| Kennebec Savings Bank | 913 | Sep 30, 25 | +7 | -- |
| Turning Point Benefit Group, Inc. | 910 | Sep 30, 25 | +910 | -- |
| BlackRock, Inc. | 901 | Sep 30, 25 | -- | -- |
| Smallwood Wealth Investment Management, LLC | 890 | Sep 30, 25 | -- | -- |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 850 | Sep 30, 25 | -- | -- |
| SOA Wealth Advisors, LLC. | 818 | Sep 30, 25 | +1 | -- |
| AE Wealth Management LLC | 811 | Sep 30, 25 | +241 | -- |
| Westfuller Advisors, LLC | 811 | Sep 30, 25 | +811 | -- |
| DecisionPoint Financial, LLC | 800 | Sep 30, 25 | -- | -- |
| MOTCO | 800 | Sep 30, 25 | -- | -- |
| JNBA Financial Advisors | 786 | Sep 30, 25 | +27 | -- |
| HANTZ FINANCIAL SERVICES, INC. | 779 | Sep 30, 25 | -- | -- |
| Legacy Bridge, LLC | 710 | Sep 30, 25 | -- | -- |
| Bank of Jackson Hole Trust | 680 | Sep 30, 25 | -- | -- |
| Manchester Capital Management LLC | 631 | Sep 30, 25 | -- | -- |
| Keener Financial Planning LLC | 600 | Sep 30, 25 | -- | -- |
| Geneos Wealth Management Inc. | 590 | Sep 30, 25 | -- | -- |
| ASSETMARK, INC | 589 | Sep 30, 25 | +184 | -- |
| Financial Connections Group, Inc. | 558 | Sep 30, 25 | -- | -- |
| Biltmore Family Office, LLC | 550 | Sep 30, 25 | -- | -- |
| Sunbelt Securities, Inc. | 507 | Sep 30, 25 | -- | -- |
| BRYN MAWR TRUST Co | 500 | Sep 30, 25 | -3.00K | -- |
| IAG Wealth Partners, LLC | 425 | Sep 30, 25 | -- | -- |
| Breakwater Investment Management | 424 | Sep 30, 25 | -- | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 420 | Sep 30, 25 | -- | -- |
| PRINCIPAL SECURITIES, INC. | 413 | Sep 30, 25 | -17 | -- |
| Costello Asset Management, INC | 411 | Sep 30, 25 | -- | -- |
| ESL Trust Services, LLC | 400 | Sep 30, 25 | -- | -- |
| Redwood Park Advisors LLC | 387 | Sep 30, 25 | -- | -- |
| HAZLETT, BURT & WATSON, INC. | 387 | Sep 30, 25 | +30 | -- |
| Global Retirement Partners, LLC | 361 | Sep 30, 25 | +1 | -- |
| GHP Investment Advisors, Inc. | 353 | Sep 30, 25 | -- | -- |
| IMA Wealth, Inc. | 325 | Sep 30, 25 | -- | -- |
| CULLEN/FROST BANKERS, INC. | 320 | Sep 30, 25 | +320 | -- |
| Golden State Wealth Management, LLC | 291 | Sep 30, 25 | -27 | -- |
| DHJJ Financial Advisors, Ltd. | 276 | Sep 30, 25 | -- | -- |
| New England Capital Financial Advisors LLC | 273 | Sep 30, 25 | -- | -- |
| Root Financial Partners, LLC | 261 | Sep 30, 25 | +261 | -- |
| Clearstead Advisors, LLC | 257 | Sep 30, 25 | -- | -- |
| FLAGSHIP WEALTH ADVISORS, LLC | 254 | Sep 30, 25 | -- | -- |
| Horizon Investments, LLC | 253 | Sep 30, 25 | -- | -- |
| Caitlin John, LLC | 234 | Sep 30, 25 | +234 | -- |
| Bogart Wealth, LLC | 221 | Sep 30, 25 | -- | -- |
| Capital Advisors, Ltd. LLC | 215 | Sep 30, 25 | -- | -- |
| Tortoise Investment Management, LLC | 210 | Sep 30, 25 | -- | -- |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 206 | Sep 30, 25 | -- | -- |
| Center for Financial Planning, Inc. | 200 | Sep 30, 25 | -- | -- |
| CARDIFF PARK ADVISORS, LLC | 200 | Sep 30, 25 | -- | -- |
| PRIVATE TRUST CO NA | 145 | Sep 30, 25 | -- | -- |
| Colonial Trust Advisors | 115 | Sep 30, 25 | -- | -- |
| BELLEVUE ASSET MANAGEMENT, LLC | 111 | Sep 30, 25 | -- | -- |
| Sage Mountain Advisors LLC | 104 | Sep 30, 25 | -- | -- |
| Western Pacific Wealth Management, LP | 101 | Sep 30, 25 | -- | -- |
| Clayton Financial Group LLC | 100 | Sep 30, 25 | +100 | -- |
| TRUST CO OF TOLEDO NA /OH/ | 100 | Sep 30, 25 | -- | -- |
| Graney & King, LLC | 100 | Sep 30, 25 | -- | -- |
| Painted Porch Advisors LLC | 86 | Sep 30, 25 | -- | -- |
| Russell Investments Group, Ltd. | 80 | Sep 30, 25 | -- | -- |
| CALDWELL SUTTER CAPITAL, INC. | 75 | Sep 30, 25 | -- | -- |
| Orion Capital Management LLC | 70 | Sep 30, 25 | -- | -- |
| ALBION FINANCIAL GROUP /UT | 41 | Sep 30, 25 | -- | -- |
| VALLEY NATIONAL ADVISERS INC | 40 | Sep 30, 25 | -- | -- |
| SouthState Corp | 35 | Sep 30, 25 | -- | -- |
| PIN OAK INVESTMENT ADVISORS INC | 33 | Sep 30, 25 | -- | -- |
| Fairman Group, LLC | 18 | Sep 30, 25 | -- | -- |
| Hughes Financial Services, LLC | 17 | Sep 30, 25 | -100 | -- |
| Providence Capital Advisors, LLC | 12 | Sep 30, 25 | -- | -- |
| Lowe Wealth Advisors, LLC | 7 | Sep 30, 25 | -- | -- |
| HUNTINGTON NATIONAL BANK | 1 | Sep 30, 25 | -- | -- |
| Tower Research Capital LLC (TRC) | -- | Sep 30, 25 | -5.98K | -- |
| FARMERS & MERCHANTS INVESTMENTS INC | -- | Sep 30, 25 | -86 | -- |
| Bristlecone Advisors, LLC | -- | Sep 30, 25 | -1.03K | -- |
| Berkshire Money Management, Inc. | -- | Sep 30, 25 | -1.86K | -- |
| Garde Capital, Inc. | -- | Sep 30, 25 | -455 | -- |
| Belvedere Trading LLC | -- | Sep 30, 25 | -71 | -- |
| Skopos Labs, Inc. | -- | Sep 30, 25 | -779 | -- |
| BECK CAPITAL MANAGEMENT, LLC | -- | Sep 30, 25 | -2.94K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Sep 30, 25 | -16.97K | -- |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | -- | Sep 30, 25 | -2.90K | -- |
| GOLDMAN SACHS GROUP INC | -- | Sep 30, 25 | -9.84K | -- |
| AMERIFLEX GROUP, INC. | -- | Sep 30, 25 | -966 | -- |
| Curran Financial Partners, LLC | -- | Sep 30, 25 | -4.07K | -- |
| BROWN BROTHERS HARRIMAN & CO | -- | Sep 30, 25 | -185 | -- |
| JANE STREET GROUP, LLC | -- | Sep 30, 25 | -8.52K | -- |
| Lido Advisors, LLC | -- | Sep 30, 25 | -4.68K | -- |
| O'Brien Greene & Co. Inc | -- | Sep 30, 25 | -3.20K | -- |
| Briaud Financial Planning, Inc | -- | Sep 30, 25 | -1.74K | -- |
| SRS Capital Advisors, Inc. | -- | Sep 30, 25 | -2.01K | -- |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | -- | Sep 30, 25 | -200 | -- |
| CITADEL ADVISORS LLC | -- | Sep 30, 25 | -29.86K | -- |
| Choate Investment Advisors | -- | Sep 30, 25 | -1.92K | -- |
| CITIGROUP INC | -- | Sep 30, 25 | -7 | -- |
| Money Design Co.,Ltd. | 55.95K | Jun 30, 25 | -6.14K | -- |
| Atria Wealth Solutions, Inc. | 30.13K | Jun 30, 25 | -11.01K | -- |
| Congress Wealth Management LLC / DE / | 15.07K | Jun 30, 25 | -14.93K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 4.47K | Jun 30, 25 | +100 | -- |
| First Horizon Advisors, Inc. | 2.07K | Jun 30, 25 | -- | -- |
| Centricity Wealth Management, LLC | 1.60K | Jun 30, 25 | -- | -- |
| Scarborough Advisors, LLC | 132 | Jun 30, 25 | +132 | -- |
| WFA of San Diego, LLC | 100 | Jun 30, 25 | +100 | -- |
| Kilter Group LLC | 52 | Jun 30, 25 | +52 | -- |
| GLENMEDE TRUST CO NA | 17.71K | Mar 31, 25 | -1.55K | -- |
| Sandy Spring Bank | 6.32K | Mar 31, 25 | -50 | -- |
| Transform Wealth, LLC | 4.91K | Mar 31, 25 | +2 | -- |
| US FINANCIAL ADVISORS, LLC | 4.47K | Mar 31, 25 | +365 | -- |
| Cassady Schiller Wealth Management, LLC | 377 | Dec 31, 24 | -- | -- |
| Sugarloaf Wealth Management, LLC | 229 | Dec 31, 24 | +229 | -- |
| Kades & Cheifetz LLC | -- | Dec 31, 24 | -2.97K | -- |
| RAYMOND JAMES & ASSOCIATES | 302.28K | Sep 30, 24 | +185.77K | -- |
| Raymond James Financial Services Advisors, Inc. | 190.49K | Sep 30, 24 | +29.66K | -- |
| CONCENTRIC WEALTH MANAGEMENT, LLC | 11.25K | Sep 30, 24 | -22 | -- |
| RAYMOND JAMES TRUST N.A. | 4.56K | Sep 30, 24 | -- | -- |
| All Season Financial Advisors, Inc. | 3.31K | Sep 30, 24 | +3.31K | -- |
| ETFIDEA, LLC | 3.30K | Sep 30, 24 | +8 | -- |
| Syntrinsic LLC | 325 | Sep 30, 24 | -- | -- |
| M&R CAPITAL MANAGEMENT INC | 300 | Sep 30, 24 | -- | -- |
| FinTrust Capital Advisors, LLC | 240 | Sep 30, 24 | -- | -- |
| HoyleCohen, LLC | 31.86K | Jun 30, 24 | -- | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 3.54K | Jun 30, 24 | -- | -- |
| Private Ocean, LLC | 765 | Jun 30, 24 | -- | -- |
| EMFO, LLC | 242 | Jun 30, 24 | +11 | -- |
| ICA Group Wealth Management, LLC | 150 | Jun 30, 24 | -101 | -- |
| Cetera Advisor Networks LLC | 209.43K | Mar 31, 24 | +2.67K | -- |
| Cetera Advisors LLC | 17.97K | Mar 31, 24 | +13.17K | -- |
| StrategIQ Financial Group, LLC | 7.13K | Dec 31, 23 | -482 | -- |
| WEALTHSOURCE PARTNERS, LLC | 4.16K | Dec 31, 23 | -228 | -- |
| WADE G W & INC | 3.43K | Dec 31, 23 | +3.43K | -- |
| Bartlett & Co. LLC | 2.70K | Dec 31, 23 | -- | -- |
| DB Wealth Management Group, LLC | 164 | Dec 31, 23 | -- | -- |
| WealthSpring Partners, LLC | 182.53K | Sep 30, 23 | +1.49K | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 37.60K | Sep 30, 23 | -33.25K | -- |
| Icon Wealth Partners, LLC | -- | Sep 30, 23 | -1.80K | -- |
| 3D/L Capital Management, LLC | -- | Sep 30, 23 | -3.68K | -- |
| APPLETON GROUP, LLC | -- | Sep 30, 23 | -3.72K | -- |
| TIAA, FSB | 5.36K | Jun 30, 23 | -204 | -- |
| Vigilant Capital Management, LLC | 2.82K | Jun 30, 23 | -- | -- |
| PIERSHALE FINANCIAL GROUP, INC. | 385 | Jun 30, 23 | -- | -- |
| Kistler-Tiffany Companies, LLC | 226 | Jun 30, 23 | -- | -- |
| TimeScale Financial, Inc. | 203 | Jun 30, 23 | +1 | -- |
| BerganKDV Wealth Management, LLC | 5 | Jun 30, 23 | -- | -- |
| Parsec Financial Management, Inc. | 5.04K | Mar 31, 23 | -2.53K | -- |
| Baldrige Asset Management LLC | 915 | Mar 31, 23 | -- | -- |
| Ahrens Investment Partners LLC | 175 | Mar 31, 23 | +175 | -- |
| Sargent Bickham Lagudis LLC | 248 | Dec 31, 22 | -- | -- |
| Cribstone Capital Management, LLC | 228 | Dec 31, 22 | -- | -- |
| Covington Capital Management | 38.80K | Sep 30, 22 | -- | -- |
| BTR CAPITAL MANAGEMENT INC | 20.86K | Sep 30, 22 | -350 | -- |
| EATON VANCE MANAGEMENT | 8.64K | Sep 30, 22 | +812 | -- |
| American Portfolios Advisors | 3.62K | Sep 30, 22 | -1.14K | -- |
| MUFG Americas Holdings Corp | 644 | Sep 30, 22 | -- | -- |
| FourThought Financial, LLC | 107 | Sep 30, 22 | -- | -- |
| American Research & Management Co. | 70 | Sep 30, 22 | -- | -- |
| ACG Wealth | -- | Sep 30, 22 | -5 | -- |
| Urban Wealth Management, LLC | 1.69K | Jun 30, 22 | +1.69K | -- |
| BIVIN & ASSOCIATES, INC. | 300 | Jun 30, 22 | -- | -- |
| HC FINANCIAL ADVISORS INC | 150 | Jun 30, 22 | +150 | -- |
| Corbenic Partners LLC | 137 | Jun 30, 22 | -- | -- |
| B. Riley Wealth Management, Inc. | -- | Jun 30, 22 | -3.82K | -- |
| PALLADIUM PARTNERS LLC | 5.87K | Mar 31, 22 | -299 | -- |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 1.75K | Mar 31, 22 | -- | -- |
| KINGS POINT CAPITAL MANAGEMENT | 1.63K | Mar 31, 22 | +302 | -- |
| Freedman Financial Associates, Inc. | 1.00K | Mar 31, 22 | -- | -- |
| MD Financial Management Inc. | 631.30K | Dec 31, 21 | -14.26K | -- |
| QUEST CAPITAL MANAGEMENT INC /ADV | 45.38K | Dec 31, 21 | -- | -- |
| FundX Investment Group, LLC | 6.58K | Dec 31, 21 | -50.94K | -- |
| REILLY FINANCIAL ADVISORS, LLC | 530 | Dec 31, 21 | -- | -- |
| NEXT Financial Group, Inc | 130 | Dec 31, 21 | +130 | -- |
| Brouwer & Janachowski, LLC | 11.94K | Sep 30, 21 | -- | -- |
| Ameritas Investment Company, LLC | 4.71K | Sep 30, 21 | +2.28K | -- |
| Filbrandt Wealth Management, LLC | 1.42K | Sep 30, 21 | -1.40K | -- |
| USCA RIA LLC | 3.94K | Jun 30, 21 | +3.94K | -- |
| HOWARD CAPITAL MANAGEMENT | 66.65K | Dec 31, 20 | -1.55K | -- |
| BAINCO INTERNATIONAL INVESTORS | 350 | Dec 31, 20 | +350 | -- |
| Winslow, Evans & Crocker, Inc. | 200 | Dec 31, 20 | +200 | -- |
| TRUEWEALTH LLC | 5.40K | Jun 30, 20 | -- | -- |
| Fiduciary Trust Co International of Pennsylvania | 7.04K | Mar 31, 20 | +7.04K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 102.38K | Dec 31, 19 | +292 | -- |
| Advisor Group, Inc. | 21.60K | Dec 31, 19 | +1.69K | -- |
| Whitnell & Co. | 200 | Dec 31, 19 | -- | -- |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 345 | Sep 30, 19 | -- | -- |
| WealthTrust Fairport, LLC | 900 | Mar 31, 19 | +900 | -- |
| AVIANCE CAPITAL MANAGEMENT, LLC | 748 | Mar 31, 19 | -185 | -- |
| NORTHERN CAPITAL MANAGEMENT LLC | 27.85K | Dec 31, 18 | -481 | -- |