On this page, we present all of the funds holding PFF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PFF, with a link to that fund's top holdings. The next columns indicate the amount of PFF stock held by each of the funds holding PFF, followed by the PFF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1012 funds holding PFF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding PFF), click the fund name in the "Holder" column of the funds-holding-PFF table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 19,519,742 | $608,821 | 12/31/2023 |
PFF | 19,519,742 | $608,821 | 12/31/2023 |
Morgan Stanley | 14,374,688 | $448,347 | 12/31/2023 |
PFF | 14,374,688 | $448,347 | 12/31/2023 |
Wells Fargo & Company MN | 7,131,287 | $222,425 | 12/31/2023 |
PFF | 7,131,287 | $222,425 | 12/31/2023 |
UBS Group AG | 6,292,349 | $196,258 | 12/31/2023 |
PFF | 6,292,349 | $196,258 | 12/31/2023 |
Cohen & Steers Inc. | 5,541,190 | $172,830 | 12/31/2023 |
PFF | 5,541,190 | $172,830 | 12/31/2023 |
LPL Financial LLC | 5,524,128 | $172,298 | 12/31/2023 |
PFF | 5,524,128 | $172,298 | 12/31/2023 |
Envestnet Asset Management Inc. | 4,569,538 | $142,524 | 12/31/2023 |
PFF | 4,569,538 | $142,524 | 12/31/2023 |
Royal Bank of Canada | 3,745,407 | $116,819 | 12/31/2023 |
PFF | 3,745,407 | $116,819 | 12/31/2023 |
Mariner LLC | 3,390,110 | $105,738 | 12/31/2023 |
PFF | 3,390,110 | $105,738 | 12/31/2023 |
Global Assets Advisory LLC | 2,645,113 | $82,313 | 03/31/2024 |
PFF | 2,645,113 | $82,313 | 03/31/2024 |
BlackRock Inc. | 2,446,128 | $76,295 | 12/31/2023 |
PFF | 2,446,128 | $76,295 | 12/31/2023 |
US Bancorp DE | 2,380,812 | $74,258 | 12/31/2023 |
PFF | 2,380,812 | $74,258 | 12/31/2023 |
Rockefeller Capital Management L.P. | 2,374,360 | $74,056 | 12/31/2023 |
PFF | 2,374,360 | $74,056 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 2,365,367 | $73,776 | 12/31/2023 |
PFF | 2,365,367 | $73,776 | 12/31/2023 |
Ameriprise Financial Inc. | 2,266,540 | $68,481 | 12/31/2023 |
PFF | 2,266,540 | $68,481 | 12/31/2023 |
Commonwealth Equity Services LLC | 1,983,493 | $61,865 | 12/31/2023 |
PFF | 1,983,493 | $61,865 | 12/31/2023 |
Orgel Wealth Management LLC | 1,821,736 | $58,715 | 03/31/2024 |
PFF | 1,821,736 | $58,715 | 03/31/2024 |
Wright Fund Managment LLC | 1,880,431 | $58,651 | 12/31/2023 |
PFF | 1,880,431 | $58,651 | 12/31/2023 |
Truist Financial Corp | 1,656,386 | $51,663 | 12/31/2023 |
PFF | 1,656,386 | $51,663 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,557,625 | $48,586 | 12/31/2023 |
PFF | 1,557,625 | $48,586 | 12/31/2023 |
Deutsche Bank AG | 1,554,095 | $48,472 | 12/31/2023 |
PFF | 1,554,095 | $48,472 | 12/31/2023 |
Janney Montgomery Scott LLC | 1,501,951 | $46,846 | 12/31/2023 |
PFF | 1,501,951 | $46,846 | 12/31/2023 |
Edge Wealth Management LLC | 1,389,103 | $44,771 | 03/31/2024 |
PFF | 1,389,103 | $44,771 | 03/31/2024 |
TRUE Private Wealth Advisors | 1,378,133 | $44,418 | 03/31/2024 |
PFF | 1,378,133 | $44,418 | 03/31/2024 |
First Interstate Bank | 1,420,605 | $44,309 | 12/31/2023 |
PFF | 1,420,605 | $44,309 | 12/31/2023 |
Cliftonlarsonallen Wealth Advisors LLC | 1,329,801 | $41,476 | 12/31/2023 |
PFF | 1,329,801 | $41,476 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,256,776 | $40,506 | 03/31/2024 |
PFF | 1,256,776 | $40,506 | 03/31/2024 |
Fifth Third Bancorp | 1,224,476 | $39,465 | 03/31/2024 |
PFF | 1,224,476 | $39,465 | 03/31/2024 |
Dakota Wealth Management | 1,169,461 | $37,692 | 03/31/2024 |
PFF | 1,169,461 | $37,692 | 03/31/2024 |
Hilton Capital Management LLC | 1,174,704 | $36,639 | 12/31/2023 |
PFF | 1,174,704 | $36,639 | 12/31/2023 |
JPMorgan Chase & Co. | 1,111,547 | $34,669 | 12/31/2023 |
PFF | 1,111,547 | $34,669 | 12/31/2023 |
Keybank National Association OH | 1,110,572 | $34,639 | 12/31/2023 |
PFF | 1,110,572 | $34,639 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 1,027,089 | $33,103 | 03/31/2024 |
PFF | 1,027,089 | $33,103 | 03/31/2024 |
Goldman Sachs Group Inc. | 1,046,258 | $32,633 | 12/31/2023 |
PFF | 1,046,258 | $32,633 | 12/31/2023 |
Insight Wealth Strategies LLC | 960,018 | $30,941 | 03/31/2024 |
PFF | 960,018 | $30,941 | 03/31/2024 |
SG Americas Securities LLC | 924,696 | $28,841 | 12/31/2023 |
PFF | 924,696 | $28,841 | 12/31/2023 |
Stephens Inc. AR | 906,086 | $28,261 | 12/31/2023 |
PFF | 906,086 | $28,261 | 12/31/2023 |
Boston Private Wealth LLC | 847,197 | $26,424 | 12/31/2023 |
PFF | 847,197 | $26,424 | 12/31/2023 |
CI Private Wealth LLC | 823,975 | $25,700 | 12/31/2023 |
PFF | 823,975 | $25,700 | 12/31/2023 |
Baird Financial Group Inc. | 821,845 | $25,633 | 12/31/2023 |
PFF | 821,845 | $25,633 | 12/31/2023 |
Montis Financial LLC | 772,390 | $24,894 | 03/31/2024 |
PFF | 772,390 | $24,894 | 03/31/2024 |
Sumitomo Mitsui Financial Group Inc. | 782,500 | $24,406 | 12/31/2023 |
PFF | 782,500 | $24,406 | 12/31/2023 |
Townsend & Associates Inc | 740,256 | $23,207 | 03/31/2024 |
PFF | 740,256 | $23,207 | 03/31/2024 |
Greenleaf Trust | 725,201 | $22,619 | 12/31/2023 |
PFF | 725,201 | $22,619 | 12/31/2023 |
Raymond James & Associates | 672,958 | $21,689 | 03/31/2024 |
PFF | 672,958 | $21,689 | 03/31/2024 |
Welch & Forbes LLC | 688,799 | $21,484 | 12/31/2023 |
PFF | 688,799 | $21,484 | 12/31/2023 |
Strategic Wealth Designers | 665,679 | $20,763 | 12/31/2023 |
PFF | 665,679 | $20,763 | 12/31/2023 |
SP Asset Management LLC | 651,175 | $20,310 | 12/31/2023 |
PFF | 651,175 | $20,310 | 12/31/2023 |
Nuveen Asset Management LLC | 640,443 | $19,975 | 12/31/2023 |
PFF | 640,443 | $19,975 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 614,437 | $19,803 | 03/31/2024 |
PFF | 614,437 | $19,803 | 03/31/2024 |
Congress Wealth Management LLC DE | 612,575 | $19,743 | 03/31/2024 |
PFF | 612,575 | $19,743 | 03/31/2024 |
Summit Financial Wealth Advisors LLC | 604,425 | $18,852 | 12/31/2023 |
PFF | 604,425 | $18,852 | 12/31/2023 |
Stifel Financial Corp | 595,778 | $18,582 | 12/31/2023 |
PFF | 595,778 | $18,582 | 12/31/2023 |
Cetera Advisor Networks LLC | 590,216 | $18,409 | 12/31/2023 |
PFF | 590,216 | $18,409 | 12/31/2023 |
Country Trust Bank | 568,984 | $18,338 | 03/31/2024 |
PFF | 568,984 | $18,338 | 03/31/2024 |
FUKOKU MUTUAL LIFE INSURANCE Co | 567,500 | $17,700 | 12/31/2023 |
PFF | 567,500 | $17,700 | 12/31/2023 |
HighTower Advisors LLC | 557,645 | $17,393 | 12/31/2023 |
PFF | 557,645 | $17,393 | 12/31/2023 |
MML Investors Services LLC | 554,529 | $17,296 | 12/31/2023 |
PFF | 554,529 | $17,296 | 12/31/2023 |
Bank of Montreal Can | 500,075 | $15,682 | 12/31/2023 |
PFF | 500,075 | $15,682 | 12/31/2023 |
Sanibel Captiva Trust Company Inc. | 495,192 | $15,445 | 12/31/2023 |
PFF | 495,192 | $15,445 | 12/31/2023 |
Wharton Business Group LLC | 486,030 | $15,159 | 12/31/2023 |
PFF | 486,030 | $15,159 | 12/31/2023 |
Falcon Wealth Planning | 459,917 | $14,823 | 03/31/2024 |
PFF | 459,917 | $14,823 | 03/31/2024 |
Tobias Financial Advisors Inc. | 473,923 | $14,782 | 12/31/2023 |
PFF | 473,923 | $14,782 | 12/31/2023 |
Fulton Breakefield Broenniman LLC | 467,080 | $14,568 | 12/31/2023 |
PFF | 467,080 | $14,568 | 12/31/2023 |
Cerity Partners LLC | 465,736 | $14,527 | 12/31/2023 |
PFF | 465,736 | $14,527 | 12/31/2023 |
Millennium Management LLC | 464,424 | $14,485 | 12/31/2023 |
PFF | 464,424 | $14,485 | 12/31/2023 |
Pure Financial Advisors Inc. | 431,286 | $13,900 | 03/31/2024 |
PFF | 431,286 | $13,900 | 03/31/2024 |
GDS Wealth Management | 426,622 | $13,750 | 03/31/2024 |
PFF | 426,622 | $13,750 | 03/31/2024 |
Rebalance LLC | 413,676 | $13,333 | 03/31/2024 |
PFF | 413,676 | $13,333 | 03/31/2024 |
Advisors Management Group Inc. ADV | 423,164 | $13,198 | 12/31/2023 |
PFF | 423,164 | $13,198 | 12/31/2023 |
Marshall Wace LLP | 410,100 | $12,791 | 12/31/2023 |
PFF | 410,100 | $12,791 | 12/31/2023 |
Citigroup Inc. | 405,734 | $12,655 | 12/31/2023 |
PFF | 405,734 | $12,655 | 12/31/2023 |
Kestra Advisory Services LLC | 401,013 | $12,508 | 12/31/2023 |
PFF | 401,013 | $12,508 | 12/31/2023 |
Conning Inc. | 390,500 | $12,180 | 12/31/2023 |
PFF | 390,500 | $12,180 | 12/31/2023 |
Orion Portfolio Solutions LLC | 374,038 | $11,749 | 12/31/2023 |
PFF | 374,038 | $11,749 | 12/31/2023 |
Northside Capital Management LLC | 354,284 | $11,419 | 03/31/2024 |
PFF | 354,284 | $11,419 | 03/31/2024 |
Synovus Financial Corp | 352,610 | $10,998 | 12/31/2023 |
PFF | 352,610 | $10,998 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 339,037 | $10,575 | 12/31/2023 |
PFF | 339,037 | $10,575 | 12/31/2023 |
Regal Investment Advisors LLC | 327,351 | $10,210 | 12/31/2023 |
PFF | 327,351 | $10,210 | 12/31/2023 |
Ballast Inc. | 326,594 | $10,186 | 12/31/2023 |
PFF | 326,594 | $10,186 | 12/31/2023 |
Captrust Financial Advisors | 321,900 | $10,040 | 12/31/2023 |
PFF | 321,900 | $10,040 | 12/31/2023 |
Parkside Investments LLC | 307,967 | $9,926 | 03/31/2024 |
PFF | 307,967 | $9,926 | 03/31/2024 |
Atria Wealth Solutions Inc. | 313,921 | $9,791 | 12/31/2023 |
PFF | 313,921 | $9,791 | 12/31/2023 |
BOKF NA | 308,781 | $9,631 | 12/31/2023 |
PFF | 308,781 | $9,631 | 12/31/2023 |
Collective Family Office LLC | 297,074 | $9,575 | 03/31/2024 |
PFF | 297,074 | $9,575 | 03/31/2024 |
Capstone Investment Advisors LLC | 305,801 | $9,538 | 12/31/2023 |
PFF | 305,801 | $9,538 | 12/31/2023 |
Centiva Capital LP | 300,000 | $9,357 | 12/31/2023 |
PFF | 300,000 | $9,357 | 12/31/2023 |
Renaissance Technologies LLC | 296,205 | $9,239 | 12/31/2023 |
PFF | 296,205 | $9,239 | 12/31/2023 |
Davidson Investment Advisors | 292,503 | $9,123 | 12/31/2023 |
PFF | 292,503 | $9,123 | 12/31/2023 |
Cetera Investment Advisers | 291,635 | $9,096 | 12/31/2023 |
PFF | 291,635 | $9,096 | 12/31/2023 |
Westover Capital Advisors LLC | 288,894 | $9,011 | 12/31/2023 |
PFF | 288,894 | $9,011 | 12/31/2023 |
Greenwood Capital Associates LLC | 280,431 | $8,747 | 12/31/2023 |
PFF | 280,431 | $8,747 | 12/31/2023 |
Cetera Advisors LLC | 275,618 | $8,597 | 12/31/2023 |
PFF | 275,618 | $8,597 | 12/31/2023 |
Crewe Advisors LLC | 272,904 | $8,512 | 12/31/2023 |
PFF | 272,904 | $8,512 | 12/31/2023 |
NewEdge Wealth LLC | 269,742 | $8,413 | 12/31/2023 |
PFF | 269,742 | $8,413 | 12/31/2023 |
Osher Van de Voorde Investment Management | 253,900 | $8,183 | 03/31/2024 |
PFF | 253,900 | $8,183 | 03/31/2024 |
Traverso Chambers Private Wealth Management LLC | 258,799 | $8,072 | 12/31/2023 |
PFF | 258,799 | $8,072 | 12/31/2023 |
Sowa Financial Group Inc. | 255,614 | $7,973 | 03/31/2024 |
PFF | 255,614 | $7,973 | 03/31/2024 |
Alliancebernstein L.P. | 251,137 | $7,833 | 12/31/2023 |
PFF | 251,137 | $7,833 | 12/31/2023 |
Jaffetilchin Investment Partners LLC | 246,945 | $7,702 | 12/31/2023 |
PFF | 246,945 | $7,702 | 12/31/2023 |
GWM Advisors LLC | 240,024 | $7,548 | 12/31/2023 |
PFF | 240,024 | $7,548 | 12/31/2023 |
Avantax Advisory Services Inc. | 237,282 | $7,401 | 12/31/2023 |
PFF | 237,282 | $7,401 | 12/31/2023 |
Huntington National Bank | 235,137 | $7,334 | 12/31/2023 |
PFF | 235,137 | $7,334 | 12/31/2023 |
Full Sail Capital LLC | 233,793 | $7,292 | 12/31/2023 |
PFF | 233,793 | $7,292 | 12/31/2023 |
Park Avenue Securities LLC | 223,084 | $7,190 | 03/31/2024 |
PFF | 223,084 | $7,190 | 03/31/2024 |
The PNC Financial Services Group Inc. | 230,160 | $7,179 | 12/31/2023 |
PFF | 230,160 | $7,179 | 12/31/2023 |
Exencial Wealth Advisors LLC | 229,137 | $7,147 | 12/31/2023 |
PFF | 229,137 | $7,147 | 12/31/2023 |
Peapack Gladstone Financial Corp | 225,398 | $7,030 | 12/31/2023 |
PFF | 225,398 | $7,030 | 12/31/2023 |
CIBC Private Wealth Group LLC | 224,118 | $6,990 | 12/31/2023 |
PFF | 224,118 | $6,990 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 223,669 | $6,976 | 12/31/2023 |
PFF | 223,669 | $6,976 | 12/31/2023 |
Spectrum Asset Management Inc. | 222,784 | $6,949 | 12/31/2023 |
PFF | 222,784 | $6,949 | 12/31/2023 |
Wade G W & Inc. | 220,439 | $6,875 | 12/31/2023 |
PFF | 220,439 | $6,875 | 12/31/2023 |
Comerica Bank | 219,784 | $6,855 | 12/31/2023 |
PFF | 219,784 | $6,855 | 12/31/2023 |
Moser Wealth Advisors LLC | 219,370 | $6,842 | 12/31/2023 |
PFF | 219,370 | $6,842 | 12/31/2023 |
Angeles Wealth Management LLC | 218,456 | $6,814 | 12/31/2023 |
PFF | 218,456 | $6,814 | 12/31/2023 |
Mesirow Financial Investment Management Inc. | 211,227 | $6,808 | 03/31/2024 |
PFF | 211,227 | $6,808 | 03/31/2024 |
Private Advisor Group LLC | 216,278 | $6,747 | 12/31/2023 |
PFF | 216,278 | $6,747 | 12/31/2023 |
Financial Advisory Partners LLC | 209,100 | $6,739 | 03/31/2024 |
PFF | 209,100 | $6,739 | 03/31/2024 |
ForthRight Wealth Management LLC | 203,563 | $6,561 | 03/31/2024 |
PFF | 203,563 | $6,561 | 03/31/2024 |
Moran Wealth Management LLC | 209,949 | $6,548 | 12/31/2023 |
PFF | 209,949 | $6,548 | 12/31/2023 |
Balanced Wealth Group LLC | 204,722 | $6,385 | 12/31/2023 |
PFF | 204,722 | $6,385 | 12/31/2023 |
Assetmark Inc. | 204,600 | $6,381 | 12/31/2023 |
PFF | 204,600 | $6,381 | 12/31/2023 |
Stablepoint Partners LLC | 196,503 | $6,333 | 03/31/2024 |
PFF | 196,503 | $6,333 | 03/31/2024 |
Connectus Wealth LLC | 202,797 | $6,332 | 12/31/2023 |
PFF | 202,797 | $6,332 | 12/31/2023 |
D.A. Davidson & CO. | 201,499 | $6,285 | 12/31/2023 |
PFF | 201,499 | $6,285 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 186,577 | $6,013 | 03/31/2024 |
PFF | 186,577 | $6,013 | 03/31/2024 |
Balyasny Asset Management LLC | 189,579 | $5,913 | 12/31/2023 |
PFF | 189,579 | $5,913 | 12/31/2023 |
Treynor Bancshares Inc. | 188,088 | $5,866 | 12/31/2023 |
PFF | 188,088 | $5,866 | 12/31/2023 |
Citadel Advisors LLC | $5,839 | 12/31/2023 | |
Call | 228,200 | $7,118 | 12/31/2023 |
Put | 41,000 | $1,279 | 12/31/2023 |
Creative Planning | 185,166 | $5,775 | 12/31/2023 |
PFF | 185,166 | $5,775 | 12/31/2023 |
Quest Investment Management LLC | 177,528 | $5,537 | 12/31/2023 |
PFF | 177,528 | $5,537 | 12/31/2023 |
Clark Capital Management Group Inc. | 175,669 | $5,479 | 12/31/2023 |
PFF | 175,669 | $5,479 | 12/31/2023 |
Fragasso Group Inc. | 166,159 | $5,355 | 03/31/2024 |
PFF | 166,159 | $5,355 | 03/31/2024 |
Houlihan Financial Resource Group Ltd. | 167,439 | $5,222 | 12/31/2023 |
PFF | 167,439 | $5,222 | 12/31/2023 |
Procyon Private Wealth Partners LLC | 159,704 | $5,147 | 03/31/2024 |
PFF | 159,704 | $5,147 | 03/31/2024 |
Blue Fin Capital Inc. | 162,336 | $5,063 | 12/31/2023 |
PFF | 162,336 | $5,063 | 12/31/2023 |
Cypress Wealth Services LLC | 155,103 | $4,999 | 03/31/2024 |
PFF | 155,103 | $4,999 | 03/31/2024 |
Lido Advisors LLC | 159,873 | $4,986 | 12/31/2023 |
PFF | 159,873 | $4,986 | 12/31/2023 |
BOS Asset Management LLC | 158,868 | $4,955 | 12/31/2023 |
PFF | 158,868 | $4,955 | 12/31/2023 |
Prudential Financial Inc. | 158,812 | $4,953 | 12/31/2023 |
PFF | 158,812 | $4,953 | 12/31/2023 |
All Season Financial Advisors Inc. | 152,868 | $4,927 | 03/31/2024 |
PFF | 152,868 | $4,927 | 03/31/2024 |
Lincoln National Corp | 156,008 | $4,866 | 12/31/2023 |
PFF | 156,008 | $4,866 | 12/31/2023 |
Gerber Kawasaki Wealth & Investment Management | 155,423 | $4,848 | 12/31/2023 |
PFF | 155,423 | $4,848 | 12/31/2023 |
Hennion & Walsh Asset Management Inc. | 149,767 | $4,827 | 03/31/2024 |
PFF | 149,767 | $4,827 | 03/31/2024 |
Bramshill Investments LLC | 153,179 | $4,778 | 12/31/2023 |
PFF | 153,179 | $4,778 | 12/31/2023 |
Apollon Wealth Management LLC | 150,850 | $4,705 | 12/31/2023 |
PFF | 150,850 | $4,705 | 12/31/2023 |
Zacks Investment Management | 147,695 | $4,607 | 12/31/2023 |
PFF | 147,695 | $4,607 | 12/31/2023 |
Jackson Grant Investment Advisers Inc. | 146,262 | $4,562 | 12/31/2023 |
PFF | 146,262 | $4,562 | 12/31/2023 |
Curran Financial Partners LLC | 143,856 | $4,557 | 12/31/2023 |
PFF | 143,856 | $4,557 | 12/31/2023 |
Prospera Financial Services Inc | 144,173 | $4,497 | 12/31/2023 |
PFF | 144,173 | $4,497 | 12/31/2023 |
Kades & Cheifetz LLC | 142,843 | $4,455 | 12/31/2023 |
PFF | 142,843 | $4,455 | 12/31/2023 |
Kickstand Ventures LLC. | 142,650 | $4,449 | 12/31/2023 |
PFF | 142,650 | $4,449 | 12/31/2023 |
Schroder Investment Management Group | 141,461 | $4,412 | 12/31/2023 |
PFF | 141,461 | $4,412 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 140,990 | $4,397 | 12/31/2023 |
PFF | 140,990 | $4,397 | 12/31/2023 |
Ratio Wealth Group | 140,000 | $4,367 | 12/31/2023 |
PFF | 140,000 | $4,367 | 12/31/2023 |
Friedenthal Financial | 135,246 | $4,359 | 03/31/2024 |
PFF | 135,246 | $4,359 | 03/31/2024 |
Nomura Asset Management Co. Ltd. | 138,150 | $4,309 | 12/31/2023 |
PFF | 138,150 | $4,309 | 12/31/2023 |
Spire Wealth Management | 133,487 | $4,302 | 03/31/2024 |
PFF | 133,487 | $4,302 | 03/31/2024 |
Peoples Bank KS | 132,295 | $4,262 | 03/31/2024 |
PFF | 132,295 | $4,262 | 03/31/2024 |
OLD National Bancorp IN | 132,215 | $4,261 | 03/31/2024 |
PFF | 132,215 | $4,261 | 03/31/2024 |
RPg Family Wealth Advisory LLC | 135,561 | $4,228 | 12/31/2023 |
PFF | 135,561 | $4,228 | 12/31/2023 |
Fiera Capital Corp | 135,209 | $4,217 | 12/31/2023 |
PFF | 135,209 | $4,217 | 12/31/2023 |
Parallel Advisors LLC | 134,333 | $4,190 | 12/31/2023 |
PFF | 134,333 | $4,190 | 12/31/2023 |
Curbstone Financial Management Corp | 129,350 | $4,169 | 03/31/2024 |
PFF | 129,350 | $4,169 | 03/31/2024 |
RFG Advisory LLC | 129,156 | $4,163 | 03/31/2024 |
PFF | 129,156 | $4,163 | 03/31/2024 |
Kayne Anderson Rudnick Investment Management LLC | 133,906 | $4,163 | 12/31/2023 |
PFF | 133,906 | $4,163 | 12/31/2023 |
JT Stratford LLC | 133,116 | $4,152 | 12/31/2023 |
PFF | 133,116 | $4,152 | 12/31/2023 |
Advisory Services Network LLC | 132,737 | $4,140 | 12/31/2023 |
PFF | 132,737 | $4,140 | 12/31/2023 |
Redmont Wealth Advisors LLC | 128,152 | $4,130 | 03/31/2024 |
PFF | 128,152 | $4,130 | 03/31/2024 |
Crown Oak Advisors LLC | 130,000 | $4,055 | 12/31/2023 |
PFF | 130,000 | $4,055 | 12/31/2023 |
Shulman DeMeo Asset Management LLC | 125,555 | $4,047 | 03/31/2024 |
PFF | 125,555 | $4,047 | 03/31/2024 |
Liberty Capital Management Inc. | 125,148 | $4,034 | 03/31/2024 |
PFF | 125,148 | $4,034 | 03/31/2024 |
Coppell Advisory Solutions LLC | 129,204 | $4,030 | 12/31/2023 |
PFF | 129,204 | $4,030 | 12/31/2023 |
Thrivent Financial for Lutherans | 128,155 | $3,996 | 12/31/2023 |
PFF | 128,155 | $3,996 | 12/31/2023 |
National Asset Management Inc. | 127,841 | $3,987 | 12/31/2023 |
PFF | 127,841 | $3,987 | 12/31/2023 |
Stratos Wealth Partners LTD. | 122,868 | $3,960 | 03/31/2024 |
PFF | 122,868 | $3,960 | 03/31/2024 |
Bank of Stockton | 122,645 | $3,953 | 03/31/2024 |
PFF | 122,645 | $3,953 | 03/31/2024 |
Massmutual Trust Co. FSB ADV | 122,396 | $3,945 | 03/31/2024 |
PFF | 122,396 | $3,945 | 03/31/2024 |
Krueger & Catalano Capital Partners LLC | 121,417 | $3,913 | 03/31/2024 |
PFF | 121,417 | $3,913 | 03/31/2024 |
Perennial Advisors LLC | 121,156 | $3,905 | 03/31/2024 |
PFF | 121,156 | $3,905 | 03/31/2024 |
Geneos Wealth Management Inc. | 124,882 | $3,895 | 12/31/2023 |
PFF | 124,882 | $3,895 | 12/31/2023 |
D L Carlson Investment Group Inc. | 119,870 | $3,823 | 12/31/2023 |
PFF | 119,870 | $3,823 | 12/31/2023 |
Cynosure Management LLC | 122,574 | $3,823 | 12/31/2023 |
PFF | 122,574 | $3,823 | 12/31/2023 |
Winthrop Capital Management LLC | 118,457 | $3,695 | 12/31/2023 |
PFF | 118,457 | $3,695 | 12/31/2023 |
Brookstone Capital Management | 114,092 | $3,677 | 03/31/2024 |
PFF | 114,092 | $3,677 | 03/31/2024 |
AMG National Trust Bank | 115,515 | $3,603 | 12/31/2023 |
PFF | 115,515 | $3,603 | 12/31/2023 |
DAVENPORT & Co LLC | 111,724 | $3,485 | 12/31/2023 |
PFF | 111,724 | $3,485 | 12/31/2023 |
Summit Financial Group Inc. | 104,762 | $3,376 | 03/31/2024 |
PFF | 104,762 | $3,376 | 03/31/2024 |
Roman Butler Fullerton & Co. | 105,486 | $3,374 | 12/31/2023 |
PFF | 105,486 | $3,374 | 12/31/2023 |
Oppenheimer & Co. Inc. | 107,068 | $3,339 | 12/31/2023 |
PFF | 107,068 | $3,339 | 12/31/2023 |
Hilltop Holdings Inc. | 106,306 | $3,316 | 12/31/2023 |
PFF | 106,306 | $3,316 | 12/31/2023 |
StrategIQ Financial Group LLC | 105,144 | $3,279 | 12/31/2023 |
PFF | 105,144 | $3,279 | 12/31/2023 |
Sterling Investment Advisors Ltd. | 104,138 | $3,248 | 12/31/2023 |
PFF | 104,138 | $3,248 | 12/31/2023 |
South State CORP. | 103,322 | $3,223 | 12/31/2023 |
PFF | 103,322 | $3,223 | 12/31/2023 |
Wendell David Associates Inc. | 99,062 | $3,193 | 03/31/2024 |
PFF | 99,062 | $3,193 | 03/31/2024 |
Sheaff Brock Investment Advisors LLC | 102,366 | $3,193 | 12/31/2023 |
PFF | 102,366 | $3,193 | 12/31/2023 |
Centaurus Financial Inc. | 101,869 | $3,177 | 12/31/2023 |
PFF | 101,869 | $3,177 | 12/31/2023 |
Mutual Advisors LLC | 101,751 | $3,174 | 12/31/2023 |
PFF | 101,751 | $3,174 | 12/31/2023 |
GSB Wealth Management LLC | 101,698 | $3,172 | 12/31/2023 |
PFF | 101,698 | $3,172 | 12/31/2023 |
Palouse Capital Management Inc. | 100,345 | $3,130 | 12/31/2023 |
PFF | 100,345 | $3,130 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 100,366 | $3,130 | 12/31/2023 |
PFF | 100,366 | $3,130 | 12/31/2023 |
Congress Asset Management Co. MA | 95,738 | $3,086 | 03/31/2024 |
PFF | 95,738 | $3,086 | 03/31/2024 |
Penn Mutual Asset Management LLC | 97,300 | $3,035 | 12/31/2023 |
PFF | 97,300 | $3,035 | 12/31/2023 |
Charles Schwab Trust Co | 93,676 | $3,019 | 03/31/2024 |
PFF | 93,676 | $3,019 | 03/31/2024 |
KMG Fiduciary Partners LLC | 92,484 | $2,981 | 03/31/2024 |
PFF | 92,484 | $2,981 | 03/31/2024 |
Atlas Private Wealth Advisors | 94,602 | $2,951 | 12/31/2023 |
PFF | 94,602 | $2,951 | 12/31/2023 |
Beck Bode LLC | 94,322 | $2,942 | 12/31/2023 |
PFF | 94,322 | $2,942 | 12/31/2023 |
Cresset Asset Management LLC | 93,849 | $2,927 | 12/31/2023 |
PFF | 93,849 | $2,927 | 12/31/2023 |
Atria Investments LLC | 91,762 | $2,862 | 12/31/2023 |
PFF | 91,762 | $2,862 | 12/31/2023 |
Crabel Capital Management LLC | 91,541 | $2,855 | 12/31/2023 |
PFF | 91,541 | $2,855 | 12/31/2023 |
Bouvel Investment Partners LLC | 88,333 | $2,847 | 03/31/2024 |
PFF | 88,333 | $2,847 | 03/31/2024 |
White Pine Capital LLC | 89,932 | $2,805 | 12/31/2023 |
PFF | 89,932 | $2,805 | 12/31/2023 |
Clearbridge Investments LLC | 89,782 | $2,800 | 12/31/2023 |
PFF | 89,782 | $2,800 | 12/31/2023 |
Putnam FL Investment Management Co. | 89,705 | $2,798 | 12/31/2023 |
PFF | 89,705 | $2,798 | 12/31/2023 |
Dumont & Blake Investment Advisors LLC | 86,303 | $2,782 | 03/31/2024 |
PFF | 86,303 | $2,782 | 03/31/2024 |
AE Wealth Management LLC | 86,969 | $2,782 | 12/31/2023 |
PFF | 86,969 | $2,782 | 12/31/2023 |
Tempus Wealth Planning LLC | 86,135 | $2,776 | 03/31/2024 |
PFF | 86,135 | $2,776 | 03/31/2024 |
Sound View Wealth Advisors Group LLC | 88,956 | $2,775 | 12/31/2023 |
PFF | 88,956 | $2,775 | 12/31/2023 |
Principal Securities Inc. | 87,744 | $2,737 | 12/31/2023 |
PFF | 87,744 | $2,737 | 12/31/2023 |
Eagle Strategies LLC | 84,764 | $2,732 | 03/31/2024 |
PFF | 84,764 | $2,732 | 03/31/2024 |
Norway Savings Bank | 84,672 | $2,729 | 03/31/2024 |
PFF | 84,672 | $2,729 | 03/31/2024 |
Howard Wealth Management LLC | 87,401 | $2,726 | 12/31/2023 |
PFF | 87,401 | $2,726 | 12/31/2023 |
Disciplined Investments LLC | 84,205 | $2,714 | 03/31/2024 |
PFF | 84,205 | $2,714 | 03/31/2024 |
SOL Capital Management CO | 84,180 | $2,713 | 03/31/2024 |
PFF | 84,180 | $2,713 | 03/31/2024 |
CWM LLC | 83,022 | $2,676 | 03/31/2024 |
PFF | 83,022 | $2,676 | 03/31/2024 |
SeaBridge Investment Advisors LLC | 84,890 | $2,648 | 12/31/2023 |
PFF | 84,890 | $2,648 | 12/31/2023 |
Guardian Wealth Advisors LLC | 84,422 | $2,633 | 12/31/2023 |
PFF | 84,422 | $2,633 | 12/31/2023 |
Guggenheim Capital LLC | 83,296 | $2,598 | 12/31/2023 |
PFF | 83,296 | $2,598 | 12/31/2023 |
Mount Lucas Management LP | 83,264 | $2,597 | 12/31/2023 |
PFF | 83,264 | $2,597 | 12/31/2023 |
Whittier Trust Co. | 82,558 | $2,574 | 12/31/2023 |
PFF | 82,558 | $2,574 | 12/31/2023 |
Michelson Medical Research Foundation Inc. | 81,970 | $2,557 | 12/31/2023 |
PFF | 81,970 | $2,557 | 12/31/2023 |
ST Germain D J Co. Inc. | 78,760 | $2,538 | 03/31/2024 |
PFF | 78,760 | $2,538 | 03/31/2024 |
Beacon Pointe Advisors LLC | 81,205 | $2,533 | 12/31/2023 |
PFF | 81,205 | $2,533 | 12/31/2023 |
Ausdal Financial Partners Inc. | 78,205 | $2,521 | 03/31/2024 |
PFF | 78,205 | $2,521 | 03/31/2024 |
Focus Financial Network Inc. ADV | 80,763 | $2,519 | 12/31/2023 |
PFF | 80,763 | $2,519 | 12/31/2023 |
Granite Bay Wealth Management LLC | 84,000 | $2,517 | 12/31/2023 |
PFF | 84,000 | $2,517 | 12/31/2023 |
Adviser Investments LLC | 80,300 | $2,505 | 12/31/2023 |
PFF | 80,300 | $2,505 | 12/31/2023 |
Smith Shellnut Wilson LLC ADV | 80,208 | $2,502 | 12/31/2023 |
PFF | 80,208 | $2,502 | 12/31/2023 |
MYDA Advisors LLC | 80,000 | $2,495 | 12/31/2023 |
PFF | 80,000 | $2,495 | 12/31/2023 |
Fifth Third Securities Inc. | 77,376 | $2,494 | 03/31/2024 |
PFF | 77,376 | $2,494 | 03/31/2024 |
Channel Wealth LLC | 77,305 | $2,492 | 03/31/2024 |
PFF | 77,305 | $2,492 | 03/31/2024 |
Bessemer Group Inc. | 79,372 | $2,475 | 12/31/2023 |
PFF | 79,372 | $2,475 | 12/31/2023 |
MidWestOne Financial Group Inc. | 78,523 | $2,449 | 12/31/2023 |
PFF | 78,523 | $2,449 | 12/31/2023 |
Corrado Advisors LLC | 78,348 | $2,444 | 12/31/2023 |
PFF | 78,348 | $2,444 | 12/31/2023 |
Barclays PLC | 78,300 | $2,442 | 12/31/2023 |
PFF | 78,300 | $2,442 | 12/31/2023 |
Wayfinding Financial LLC | 78,097 | $2,435 | 12/31/2023 |
PFF | 78,097 | $2,435 | 12/31/2023 |
Wedbush Securities Inc. | 77,423 | $2,415 | 12/31/2023 |
PFF | 77,423 | $2,415 | 12/31/2023 |
JNB Advisors LLC | 77,028 | $2,403 | 12/31/2023 |
PFF | 77,028 | $2,403 | 12/31/2023 |
Harbor Advisory Corp MA | 76,921 | $2,399 | 12/31/2023 |
PFF | 76,921 | $2,399 | 12/31/2023 |
Little House Capital LLC | 74,210 | $2,392 | 03/31/2024 |
PFF | 74,210 | $2,392 | 03/31/2024 |
Westshore Wealth LLC | 75,801 | $2,364 | 12/31/2023 |
PFF | 75,801 | $2,364 | 12/31/2023 |
Hsbc Holdings PLC | 75,632 | $2,359 | 12/31/2023 |
PFF | 75,632 | $2,359 | 12/31/2023 |
Chesapeake Capital Corp IL | 75,496 | $2,355 | 12/31/2023 |
PFF | 75,496 | $2,355 | 12/31/2023 |
Invictus Private Wealth LLC | 75,296 | $2,348 | 12/31/2023 |
PFF | 75,296 | $2,348 | 12/31/2023 |
NBT Bank N A NY | 72,828 | $2,347 | 03/31/2024 |
PFF | 72,828 | $2,347 | 03/31/2024 |
Sharper & Granite LLC | 73,150 | $2,345 | 03/31/2024 |
PFF | 73,150 | $2,345 | 03/31/2024 |
Duncker Streett & Co. Inc. | 71,074 | $2,291 | 03/31/2024 |
PFF | 71,074 | $2,291 | 03/31/2024 |
Sei Investments Co. | 73,424 | $2,290 | 12/31/2023 |
PFF | 73,424 | $2,290 | 12/31/2023 |
Community Bank N.A. | 73,186 | $2,282 | 12/31/2023 |
PFF | 73,186 | $2,282 | 12/31/2023 |
Legacy Capital Wealth Partners LLC | 71,559 | $2,232 | 12/31/2023 |
PFF | 71,559 | $2,232 | 12/31/2023 |
Aletheian Wealth Advisors LLC | 69,149 | $2,229 | 03/31/2024 |
PFF | 69,149 | $2,229 | 03/31/2024 |
FOCUS Wealth Advisors LLC | 69,110 | $2,227 | 03/31/2024 |
PFF | 69,110 | $2,227 | 03/31/2024 |
Investors Research Corp | 71,070 | $2,217 | 12/31/2023 |
PFF | 71,070 | $2,217 | 12/31/2023 |
Reitz Capital Advisors LLC | 70,883 | $2,211 | 03/31/2024 |
PFF | 70,883 | $2,211 | 03/31/2024 |
AXS Investments LLC | 70,000 | $2,183 | 12/31/2023 |
PFF | 70,000 | $2,183 | 12/31/2023 |
Janney Capital Management LLC | 69,896 | $2,180 | 12/31/2023 |
PFF | 69,896 | $2,180 | 12/31/2023 |
TrueWealth Advisors LLC | 67,500 | $2,176 | 03/31/2024 |
PFF | 67,500 | $2,176 | 03/31/2024 |
Hohimer Wealth Management LLC | 69,666 | $2,173 | 12/31/2023 |
PFF | 69,666 | $2,173 | 12/31/2023 |
Matrix Private Capital Group LLC | 69,526 | $2,169 | 12/31/2023 |
PFF | 69,526 | $2,169 | 12/31/2023 |
First Citizens Bank & Trust Co. | 67,266 | $2,168 | 03/31/2024 |
PFF | 67,266 | $2,168 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 69,461 | $2,167 | 12/31/2023 |
PFF | 69,461 | $2,167 | 12/31/2023 |
Mcrae Capital Management Inc. | 67,001 | $2,159 | 03/31/2024 |
PFF | 67,001 | $2,159 | 03/31/2024 |
SPC Financial Inc. | 68,613 | $2,140 | 12/31/2023 |
PFF | 68,613 | $2,140 | 12/31/2023 |
Lake Hills Wealth Management LLC | 65,084 | $2,098 | 03/31/2024 |
PFF | 65,084 | $2,098 | 03/31/2024 |
First National Trust Co | 65,856 | $2,054 | 12/31/2023 |
PFF | 65,856 | $2,054 | 12/31/2023 |
Coastal Investment Advisors Inc. | 63,499 | $2,047 | 03/31/2024 |
PFF | 63,499 | $2,047 | 03/31/2024 |
Wesbanco Bank Inc. | 63,127 | $2,035 | 03/31/2024 |
PFF | 63,127 | $2,035 | 03/31/2024 |
Checchi Capital Advisers LLC | 62,994 | $2,030 | 03/31/2024 |
PFF | 62,994 | $2,030 | 03/31/2024 |
Warren Averett Asset Management LLC | 64,479 | $2,011 | 12/31/2023 |
PFF | 64,479 | $2,011 | 12/31/2023 |
Donaldson Capital Management LLC | 62,269 | $2,007 | 03/31/2024 |
PFF | 62,269 | $2,007 | 03/31/2024 |
Equitable Holdings Inc. | 64,342 | $2,007 | 12/31/2023 |
PFF | 64,342 | $2,007 | 12/31/2023 |
Invenio Wealth Partners LLC | 64,150 | $2,001 | 12/31/2023 |
PFF | 64,150 | $2,001 | 12/31/2023 |
Sequoia Financial Advisors LLC | 63,870 | $1,992 | 12/31/2023 |
PFF | 63,870 | $1,992 | 12/31/2023 |
Joseph P. Lucia & Associates LLC | 63,419 | $1,978 | 12/31/2023 |
PFF | 63,419 | $1,978 | 12/31/2023 |
HFG Advisors Inc. | 60,257 | $1,942 | 03/31/2024 |
PFF | 60,257 | $1,942 | 03/31/2024 |
XML Financial LLC | 61,802 | $1,928 | 12/31/2023 |
PFF | 61,802 | $1,928 | 12/31/2023 |
Bank of New York Mellon Corp | 59,063 | $1,904 | 03/31/2024 |
PFF | 59,063 | $1,904 | 03/31/2024 |
FirstPurpose Wealth LLC | 59,955 | $1,889 | 03/31/2024 |
PFF | 59,955 | $1,889 | 03/31/2024 |
Insigneo Advisory Services LLC | 59,830 | $1,866 | 12/31/2023 |
PFF | 59,830 | $1,866 | 12/31/2023 |
Northwest Bancshares Inc. | 59,598 | $1,859 | 12/31/2023 |
PFF | 59,598 | $1,859 | 12/31/2023 |
Kestra Private Wealth Services LLC | 59,525 | $1,857 | 12/31/2023 |
PFF | 59,525 | $1,857 | 12/31/2023 |
First National Corp MA ADV | 59,282 | $1,849 | 03/31/2024 |
PFF | 59,282 | $1,849 | 03/31/2024 |
Powell Investment Advisors LLC | 57,079 | $1,840 | 03/31/2024 |
PFF | 57,079 | $1,840 | 03/31/2024 |
NBC Securities Inc. | 56,049 | $1,816 | 03/31/2024 |
PFF | 56,049 | $1,816 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 59,085 | $1,815 | 03/31/2024 |
PFF | 59,085 | $1,815 | 03/31/2024 |
City Holding Co. | 55,981 | $1,804 | 03/31/2024 |
PFF | 55,981 | $1,804 | 03/31/2024 |
Grandview Asset Management LLC | 55,479 | $1,788 | 03/31/2024 |
PFF | 55,479 | $1,788 | 03/31/2024 |
CoreCap Advisors LLC | 57,169 | $1,783 | 12/31/2023 |
PFF | 57,169 | $1,783 | 12/31/2023 |
Chicago Partners Investment Group LLC | 56,463 | $1,770 | 03/31/2024 |
PFF | 56,463 | $1,770 | 03/31/2024 |
Noesis Capital Mangement Corp | 56,713 | $1,769 | 12/31/2023 |
PFF | 56,713 | $1,769 | 12/31/2023 |
Stokes Capital Advisors LLC | 54,407 | $1,754 | 03/31/2024 |
PFF | 54,407 | $1,754 | 03/31/2024 |
Benjamin Edwards Inc. | 56,190 | $1,753 | 12/31/2023 |
PFF | 56,190 | $1,753 | 12/31/2023 |
Elevated Capital Advisors LLC | 54,360 | $1,752 | 03/31/2024 |
PFF | 54,360 | $1,752 | 03/31/2024 |
TFG Advisers LLC | 56,172 | $1,752 | 12/31/2023 |
PFF | 56,172 | $1,752 | 12/31/2023 |
Sierra Capital LLC | 56,068 | $1,749 | 12/31/2023 |
PFF | 56,068 | $1,749 | 12/31/2023 |
Sontag Advisory LLC | 55,558 | $1,733 | 12/31/2023 |
PFF | 55,558 | $1,733 | 12/31/2023 |
Level Four Advisory Services LLC | 54,912 | $1,713 | 12/31/2023 |
PFF | 54,912 | $1,713 | 12/31/2023 |
Destination Wealth Management | 54,595 | $1,703 | 12/31/2023 |
PFF | 54,595 | $1,703 | 12/31/2023 |
Financial Counselors Inc. | 54,562 | $1,702 | 12/31/2023 |
PFF | 54,562 | $1,702 | 12/31/2023 |
Busey Wealth Management | 52,580 | $1,695 | 03/31/2024 |
PFF | 52,580 | $1,695 | 03/31/2024 |
Resources Investment Advisors LLC. | 54,241 | $1,692 | 12/31/2023 |
PFF | 54,241 | $1,692 | 12/31/2023 |
Day & Ennis LLC | 53,595 | $1,672 | 12/31/2023 |
PFF | 53,595 | $1,672 | 12/31/2023 |
Palisade Capital Management LLC NJ | 53,500 | $1,669 | 12/31/2023 |
PFF | 53,500 | $1,669 | 12/31/2023 |
Arcataur Capital Management LLC | 53,509 | $1,669 | 12/31/2023 |
PFF | 53,509 | $1,669 | 12/31/2023 |
United Capital Financial Advisers LLC | 53,095 | $1,656 | 12/31/2023 |
PFF | 53,095 | $1,656 | 12/31/2023 |
Mathes Company Inc. | 52,650 | $1,642 | 12/31/2023 |
PFF | 52,650 | $1,642 | 12/31/2023 |
Integrated Wealth Concepts LLC | 52,576 | $1,640 | 12/31/2023 |
PFF | 52,576 | $1,640 | 12/31/2023 |
Kingsview Wealth Management LLC | 52,442 | $1,636 | 12/31/2023 |
PFF | 52,442 | $1,636 | 12/31/2023 |
Fortis Capital Management LLC | 52,258 | $1,630 | 12/31/2023 |
PFF | 52,258 | $1,630 | 12/31/2023 |
Eqis Capital Management Inc. | 52,041 | $1,623 | 12/31/2023 |
PFF | 52,041 | $1,623 | 12/31/2023 |
Accel Wealth Management | 50,207 | $1,618 | 03/31/2024 |
PFF | 50,207 | $1,618 | 03/31/2024 |
Sax Wealth Advisors LLC | 51,557 | $1,608 | 12/31/2023 |
PFF | 51,557 | $1,608 | 12/31/2023 |
Operose Advisors LLC | 51,366 | $1,602 | 12/31/2023 |
PFF | 51,366 | $1,602 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 49,672 | $1,601 | 03/31/2024 |
PFF | 49,672 | $1,601 | 03/31/2024 |
IFG Advisory LLC | 51,082 | $1,593 | 12/31/2023 |
PFF | 51,082 | $1,593 | 12/31/2023 |
Independence Bank of Kentucky | 49,245 | $1,587 | 03/31/2024 |
PFF | 49,245 | $1,587 | 03/31/2024 |
Citizens Financial Group Inc RI | 50,538 | $1,576 | 12/31/2023 |
PFF | 50,538 | $1,576 | 12/31/2023 |
Glaxis Capital Management LLC | 50,000 | $1,560 | 12/31/2023 |
PFF | 50,000 | $1,560 | 12/31/2023 |
Transcend Wealth Collective LLC | 49,418 | $1,541 | 12/31/2023 |
PFF | 49,418 | $1,541 | 12/31/2023 |
Albion Financial Group UT | 47,733 | $1,538 | 03/31/2024 |
PFF | 47,733 | $1,538 | 03/31/2024 |
Blair William & Co. IL | 49,035 | $1,529 | 12/31/2023 |
PFF | 49,035 | $1,529 | 12/31/2023 |
Pettyjohn Wood & White Inc. | 48,885 | $1,525 | 12/31/2023 |
PFF | 48,885 | $1,525 | 12/31/2023 |
Raymond James Trust N.A. | 46,406 | $1,496 | 03/31/2024 |
PFF | 46,406 | $1,496 | 03/31/2024 |
Northern Trust Corp | 47,774 | $1,490 | 12/31/2023 |
PFF | 47,774 | $1,490 | 12/31/2023 |
Cornerstone Capital Inc. | 47,728 | $1,489 | 12/31/2023 |
PFF | 47,728 | $1,489 | 12/31/2023 |
Chatham Capital Group Inc. | 46,009 | $1,483 | 03/31/2024 |
PFF | 46,009 | $1,483 | 03/31/2024 |
Bath Savings Trust Co | 45,928 | $1,480 | 03/31/2024 |
PFF | 45,928 | $1,480 | 03/31/2024 |
Argonautica Private Wealth Management Inc. | 47,084 | $1,469 | 12/31/2023 |
PFF | 47,084 | $1,469 | 12/31/2023 |
Prairiewood Capital LLC | 47,032 | $1,467 | 12/31/2023 |
PFF | 47,032 | $1,467 | 12/31/2023 |
Western Wealth Management LLC | 46,931 | $1,464 | 12/31/2023 |
PFF | 46,931 | $1,464 | 12/31/2023 |
SWAN Capital LLC | 46,663 | $1,455 | 12/31/2023 |
PFF | 46,663 | $1,455 | 12/31/2023 |
Finer Wealth Management Inc. | 46,558 | $1,452 | 12/31/2023 |
PFF | 46,558 | $1,452 | 12/31/2023 |
J.W. Cole Advisors Inc. | 46,187 | $1,441 | 12/31/2023 |
PFF | 46,187 | $1,441 | 12/31/2023 |
Summit Financial LLC | 44,580 | $1,437 | 03/31/2024 |
PFF | 44,580 | $1,437 | 03/31/2024 |
Culbertson A N & Co. Inc. | 45,990 | $1,434 | 12/31/2023 |
PFF | 45,990 | $1,434 | 12/31/2023 |
Telos Capital Management Inc. | 44,406 | $1,431 | 03/31/2024 |
PFF | 44,406 | $1,431 | 03/31/2024 |
Brave Asset Management Inc. | 45,414 | $1,416 | 12/31/2023 |
PFF | 45,414 | $1,416 | 12/31/2023 |
Nilsine Partners LLC | 43,041 | $1,387 | 03/31/2024 |
PFF | 43,041 | $1,387 | 03/31/2024 |
Verition Fund Management LLC | 44,386 | $1,384 | 12/31/2023 |
PFF | 44,386 | $1,384 | 12/31/2023 |
Change Path LLC | 43,857 | $1,368 | 12/31/2023 |
PFF | 43,857 | $1,368 | 12/31/2023 |
FC Advisory LLC | 42,118 | $1,357 | 03/31/2024 |
PFF | 42,118 | $1,357 | 03/31/2024 |
Mirae Asset Global Investments Co. Ltd. | 43,344 | $1,352 | 12/31/2023 |
PFF | 43,344 | $1,352 | 12/31/2023 |
United Community Bank | 43,039 | $1,342 | 12/31/2023 |
PFF | 43,039 | $1,342 | 12/31/2023 |
Montecito Bank & Trust | 41,517 | $1,338 | 03/31/2024 |
PFF | 41,517 | $1,338 | 03/31/2024 |
Financial Advisory Service Inc. | 42,892 | $1,338 | 12/31/2023 |
PFF | 42,892 | $1,338 | 12/31/2023 |
DAGCO Inc. | 42,832 | $1,336 | 12/31/2023 |
PFF | 42,832 | $1,336 | 12/31/2023 |
Dynamic Wealth Strategies LLC | 42,832 | $1,336 | 12/31/2023 |
PFF | 42,832 | $1,336 | 12/31/2023 |
Aviance Capital Partners LLC | 41,225 | $1,329 | 03/31/2024 |
PFF | 41,225 | $1,329 | 03/31/2024 |
MMA Asset Management LLC | 41,425 | $1,324 | 12/31/2023 |
PFF | 41,425 | $1,324 | 12/31/2023 |
Stone Point Wealth LLC | 42,440 | $1,324 | 12/31/2023 |
PFF | 42,440 | $1,324 | 12/31/2023 |
CENTRAL TRUST Co | 40,813 | $1,315 | 03/31/2024 |
PFF | 40,813 | $1,315 | 03/31/2024 |
Etesian Wealth Advisors Inc. | 40,649 | $1,310 | 03/31/2024 |
PFF | 40,649 | $1,310 | 03/31/2024 |
Calton & Associates Inc. | 40,427 | $1,303 | 03/31/2024 |
PFF | 40,427 | $1,303 | 03/31/2024 |
Crescent Grove Advisors LLC | 41,757 | $1,302 | 12/31/2023 |
PFF | 41,757 | $1,302 | 12/31/2023 |
Money Concepts Capital Corp | 41,609 | $1,298 | 12/31/2023 |
PFF | 41,609 | $1,298 | 12/31/2023 |
King Wealth | 41,443 | $1,293 | 12/31/2023 |
PFF | 41,443 | $1,293 | 12/31/2023 |
We Are One Seven LLC | 41,376 | $1,291 | 12/31/2023 |
PFF | 41,376 | $1,291 | 12/31/2023 |
CMG Global Holdings LLC | 40,428 | $1,289 | 12/31/2023 |
PFF | 40,428 | $1,289 | 12/31/2023 |
Brighton Jones LLC | 40,858 | $1,274 | 12/31/2023 |
PFF | 40,858 | $1,274 | 12/31/2023 |
HCR Wealth Advisors | 40,855 | $1,274 | 12/31/2023 |
PFF | 40,855 | $1,274 | 12/31/2023 |
SageView Advisory Group LLC | 39,540 | $1,272 | 12/31/2023 |
PFF | 39,540 | $1,272 | 12/31/2023 |
Private Trust Co. NA | 39,422 | $1,271 | 03/31/2024 |
PFF | 39,422 | $1,271 | 03/31/2024 |
Aprio Wealth Management LLC | 39,280 | $1,266 | 03/31/2024 |
PFF | 39,280 | $1,266 | 03/31/2024 |
Asset Management One Co. Ltd. | 40,351 | $1,263 | 12/31/2023 |
PFF | 40,351 | $1,263 | 12/31/2023 |
Invst LLC | 39,554 | $1,253 | 12/31/2023 |
PFF | 39,554 | $1,253 | 12/31/2023 |
Franklin Resources Inc. | 39,795 | $1,241 | 12/31/2023 |
PFF | 39,795 | $1,241 | 12/31/2023 |
Hallmark Capital Management Inc. | 39,001 | $1,216 | 12/31/2023 |
PFF | 39,001 | $1,216 | 12/31/2023 |
Bowie Capital Management LLC | 39,000 | $1,216 | 12/31/2023 |
PFF | 39,000 | $1,216 | 12/31/2023 |
Oak Harbor Wealth Partners LLC | 37,566 | $1,211 | 03/31/2024 |
PFF | 37,566 | $1,211 | 03/31/2024 |
Sykon Capital LLC | 38,538 | $1,202 | 12/31/2023 |
PFF | 38,538 | $1,202 | 12/31/2023 |
Ipswich Investment Management Co. Inc. | 37,264 | $1,201 | 03/31/2024 |
PFF | 37,264 | $1,201 | 03/31/2024 |
Annex Advisory Services LLC | 37,241 | $1,200 | 03/31/2024 |
PFF | 37,241 | $1,200 | 03/31/2024 |
Shufro Rose & Co. LLC | 39,745 | $1,198 | 12/31/2023 |
PFF | 39,745 | $1,198 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 37,034 | $1,194 | 03/31/2024 |
PFF | 37,034 | $1,194 | 03/31/2024 |
TCTC Holdings LLC | 37,857 | $1,181 | 12/31/2023 |
PFF | 37,857 | $1,181 | 12/31/2023 |
First American Trust FSB | 37,770 | $1,178 | 12/31/2023 |
PFF | 37,770 | $1,178 | 12/31/2023 |
Sigma Planning Corp | 37,615 | $1,173 | 12/31/2023 |
PFF | 37,615 | $1,173 | 12/31/2023 |
Global Trust Asset Management LLC | 36,365 | $1,172 | 03/31/2024 |
PFF | 36,365 | $1,172 | 03/31/2024 |
Monument Capital Management | 36,236 | $1,168 | 03/31/2024 |
PFF | 36,236 | $1,168 | 03/31/2024 |
International Assets Investment Management LLC | 36,202 | $1,163 | 03/31/2024 |
PFF | 36,202 | $1,163 | 03/31/2024 |
Bank of Nova Scotia | 37,025 | $1,154 | 12/31/2023 |
PFF | 37,025 | $1,154 | 12/31/2023 |
Focus Financial Network Inc. | 37,435 | $1,150 | 03/31/2024 |
PFF | 37,435 | $1,150 | 03/31/2024 |
Orcam Financial Group | 36,548 | $1,140 | 12/31/2023 |
PFF | 36,548 | $1,140 | 12/31/2023 |
Oxbow Advisors LLC | 36,507 | $1,139 | 12/31/2023 |
PFF | 36,507 | $1,139 | 12/31/2023 |
Lionsbridge Wealth Management LLC | 36,321 | $1,133 | 12/31/2023 |
PFF | 36,321 | $1,133 | 12/31/2023 |
SS&H Financial Advisors Inc. | 36,325 | $1,133 | 12/31/2023 |
PFF | 36,325 | $1,133 | 12/31/2023 |
First Financial Bank Trust Division | 34,906 | $1,125 | 03/31/2024 |
PFF | 34,906 | $1,125 | 03/31/2024 |
American Capital Advisory LLC | 36,059 | $1,125 | 12/31/2023 |
PFF | 36,059 | $1,125 | 12/31/2023 |
New England Private Wealth Advisors LLC | 35,961 | $1,122 | 12/31/2023 |
PFF | 35,961 | $1,122 | 12/31/2023 |
DB Wealth Management Group LLC | 35,872 | $1,119 | 12/31/2023 |
PFF | 35,872 | $1,119 | 12/31/2023 |
Patriot Investment Management Inc. | 34,694 | $1,118 | 03/31/2024 |
PFF | 34,694 | $1,118 | 03/31/2024 |
Armstrong Advisory Group Inc. | 35,425 | $1,105 | 03/31/2024 |
PFF | 35,425 | $1,105 | 03/31/2024 |
Providence First Trust Co | 34,815 | $1,086 | 12/31/2023 |
PFF | 34,815 | $1,086 | 12/31/2023 |
Global Retirement Partners LLC | 33,607 | $1,083 | 03/31/2024 |
PFF | 33,607 | $1,083 | 03/31/2024 |
Strategic Financial Concepts LLC | 33,530 | $1,081 | 03/31/2024 |
PFF | 33,530 | $1,081 | 03/31/2024 |
Prospect Financial Services LLC | 33,162 | $1,069 | 03/31/2024 |
PFF | 33,162 | $1,069 | 03/31/2024 |
Miracle Mile Advisors LLC | 33,127 | $1,068 | 03/31/2024 |
PFF | 33,127 | $1,068 | 03/31/2024 |
Capital Fund Management S.A. | 33,953 | $1,059 | 12/31/2023 |
PFF | 33,953 | $1,059 | 12/31/2023 |
Mmbg Investment Advisors CO. | 33,755 | $1,053 | 12/31/2023 |
PFF | 33,755 | $1,053 | 12/31/2023 |
Proequities Inc. | 33,416 | $1,042 | 12/31/2023 |
PFF | 33,416 | $1,042 | 12/31/2023 |
Essex Financial Services Inc. | 32,191 | $1,038 | 03/31/2024 |
PFF | 32,191 | $1,038 | 03/31/2024 |
KCM Investment Advisors LLC | 33,134 | $1,033 | 12/31/2023 |
PFF | 33,134 | $1,033 | 12/31/2023 |
Romano Brothers AND Company | 32,025 | $1,032 | 03/31/2024 |
PFF | 32,025 | $1,032 | 03/31/2024 |
Lodestar Private Asset Management LLC | 31,680 | $1,021 | 03/31/2024 |
PFF | 31,680 | $1,021 | 03/31/2024 |
PFG Investments LLC | 31,677 | $1,021 | 03/31/2024 |
PFF | 31,677 | $1,021 | 03/31/2024 |
Perigon Wealth Management LLC | 32,594 | $1,017 | 12/31/2023 |
PFF | 32,594 | $1,017 | 12/31/2023 |
Key Financial Inc | 32,574 | $1,016 | 12/31/2023 |
PFF | 32,574 | $1,016 | 12/31/2023 |
Monograph Wealth Advisors LLC | 32,556 | $1,015 | 12/31/2023 |
PFF | 32,556 | $1,015 | 12/31/2023 |
Courier Capital LLC | 31,278 | $1,008 | 03/31/2024 |
PFF | 31,278 | $1,008 | 03/31/2024 |
Beacon Harbor Wealth Advisors Inc. | 32,238 | $1,006 | 12/31/2023 |
PFF | 32,238 | $1,006 | 12/31/2023 |
McAdam LLC | 30,809 | $993 | 03/31/2024 |
PFF | 30,809 | $993 | 03/31/2024 |
Brick & Kyle Associates | 31,807 | $992 | 12/31/2023 |
PFF | 31,807 | $992 | 12/31/2023 |
AlphaQ Advisors LLC | 31,790 | $992 | 12/31/2023 |
PFF | 31,790 | $992 | 12/31/2023 |
Simplicity Wealth LLC | 30,511 | $983 | 03/31/2024 |
PFF | 30,511 | $983 | 03/31/2024 |
Kerntke Otto McGlone Wealth Management Group | 31,518 | $983 | 12/31/2023 |
PFF | 31,518 | $983 | 12/31/2023 |
CIBC World Markets Inc. | 31,489 | $982 | 12/31/2023 |
PFF | 31,489 | $982 | 12/31/2023 |
Ritholtz Wealth Management | 30,357 | $978 | 03/31/2024 |
PFF | 30,357 | $978 | 03/31/2024 |
Cherry Tree Wealth Management LLC | 31,367 | $978 | 12/31/2023 |
PFF | 31,367 | $978 | 12/31/2023 |
Michael B. Yongue | 31,239 | $974 | 12/31/2023 |
PFF | 31,239 | $974 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 30,829 | $962 | 12/31/2023 |
PFF | 30,829 | $962 | 12/31/2023 |
Capital Investment Advisors LLC | 29,674 | $956 | 03/31/2024 |
PFF | 29,674 | $956 | 03/31/2024 |
First Hawaiian Bank | 29,633 | $955 | 03/31/2024 |
PFF | 29,633 | $955 | 03/31/2024 |
EFG Asset Management Americas Corp. | 29,573 | $953 | 03/31/2024 |
PFF | 29,573 | $953 | 03/31/2024 |
Modera Wealth Management LLC | 30,547 | $953 | 12/31/2023 |
PFF | 30,547 | $953 | 12/31/2023 |
GYL Financial Synergies LLC | 30,474 | $950 | 12/31/2023 |
PFF | 30,474 | $950 | 12/31/2023 |
Neuberger Berman Group LLC | 30,230 | $943 | 12/31/2023 |
PFF | 30,230 | $943 | 12/31/2023 |
Sowell Financial Services LLC | 30,138 | $940 | 12/31/2023 |
PFF | 30,138 | $940 | 12/31/2023 |
LongView Wealth Management | 29,136 | $939 | 03/31/2024 |
PFF | 29,136 | $939 | 03/31/2024 |
Toroso Investments LLC | 30,054 | $937 | 12/31/2023 |
PFF | 30,054 | $937 | 12/31/2023 |
Concurrent Investment Advisors LLC | 30,022 | $936 | 12/31/2023 |
PFF | 30,022 | $936 | 12/31/2023 |
Northstar Advisory Group LLC | 29,854 | $931 | 12/31/2023 |
PFF | 29,854 | $931 | 12/31/2023 |
Camarda Financial Advisors LLC | 29,785 | $929 | 12/31/2023 |
PFF | 29,785 | $929 | 12/31/2023 |
Harbour Investments Inc. | 29,359 | $916 | 12/31/2023 |
PFF | 29,359 | $916 | 12/31/2023 |
Vanguard Group Inc. | 29,321 | $915 | 12/31/2023 |
PFF | 29,321 | $915 | 12/31/2023 |
Financial Advocates Investment Management | 29,139 | $909 | 12/31/2023 |
PFF | 29,139 | $909 | 12/31/2023 |
Edmond DE Rothschild Holding S.A. | 28,717 | $896 | 12/31/2023 |
PFF | 28,717 | $896 | 12/31/2023 |
Haverford Trust Co. | 28,623 | $893 | 12/31/2023 |
PFF | 28,623 | $893 | 12/31/2023 |
Integrated Advisors Network LLC | 28,430 | $887 | 12/31/2023 |
PFF | 28,430 | $887 | 12/31/2023 |
Aire Advisors LLC | 28,282 | $882 | 12/31/2023 |
PFF | 28,282 | $882 | 12/31/2023 |
Somerset Trust Co | 27,301 | $880 | 03/31/2024 |
PFF | 27,301 | $880 | 03/31/2024 |
Cadent Capital Advisors LLC | 27,290 | $880 | 03/31/2024 |
PFF | 27,290 | $880 | 03/31/2024 |
Rosenberg Matthew Hamilton | 26,963 | $866 | 03/31/2024 |
PFF | 26,963 | $866 | 03/31/2024 |
Bartlett & Co. LLC | 27,423 | $859 | 12/31/2023 |
PFF | 27,423 | $859 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 27,423 | $859 | 12/31/2023 |
PFF | 27,423 | $859 | 12/31/2023 |
Guidance Point Advisors LLC | 27,499 | $858 | 12/31/2023 |
PFF | 27,499 | $858 | 12/31/2023 |
IFP Advisors Inc | 27,154 | $847 | 12/31/2023 |
PFF | 27,154 | $847 | 12/31/2023 |
W.G. Shaheen & Associates DBA Whitney & Co | 26,995 | $842 | 12/31/2023 |
PFF | 26,995 | $842 | 12/31/2023 |
Bellecapital International Ltd. | 27,000 | $842 | 12/31/2023 |
PFF | 27,000 | $842 | 12/31/2023 |
Petix & Botte Co | 26,806 | $836 | 12/31/2023 |
PFF | 26,806 | $836 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 26,711 | $833 | 12/31/2023 |
PFF | 26,711 | $833 | 12/31/2023 |
Richwood Investment Advisors LLC | 26,442 | $825 | 12/31/2023 |
PFF | 26,442 | $825 | 12/31/2023 |
IHT Wealth Management LLC | 26,352 | $822 | 12/31/2023 |
PFF | 26,352 | $822 | 12/31/2023 |
AM Investment Strategies LLC | 26,318 | $821 | 12/31/2023 |
PFF | 26,318 | $821 | 12/31/2023 |
Montag A & Associates Inc. | 26,249 | $819 | 12/31/2023 |
PFF | 26,249 | $819 | 12/31/2023 |
FineMark National Bank & Trust | 26,219 | $818 | 12/31/2023 |
PFF | 26,219 | $818 | 12/31/2023 |
Prio Wealth Limited Partnership | 26,081 | $813 | 12/31/2023 |
PFF | 26,081 | $813 | 12/31/2023 |
GAMMA Investing LLC | 25,078 | $808 | 03/31/2024 |
PFF | 25,078 | $808 | 03/31/2024 |
Sage Rhino Capital LLC | 25,916 | $808 | 12/31/2023 |
PFF | 25,916 | $808 | 12/31/2023 |
Banta Asset Management LP | 25,860 | $807 | 12/31/2023 |
PFF | 25,860 | $807 | 12/31/2023 |
1832 Asset Management L.P. | 25,703 | $802 | 12/31/2023 |
PFF | 25,703 | $802 | 12/31/2023 |
Investment Advisory Group LLC | 25,371 | $791 | 12/31/2023 |
PFF | 25,371 | $791 | 12/31/2023 |
Capital Advisors Ltd. LLC | 24,301 | $783 | 03/31/2024 |
PFF | 24,301 | $783 | 03/31/2024 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 24,987 | $779 | 12/31/2023 |
PFF | 24,987 | $779 | 12/31/2023 |
Fiduciary Trust Co. | 24,951 | $778 | 12/31/2023 |
PFF | 24,951 | $778 | 12/31/2023 |
Wealthstar Advisors LLC | 24,019 | $774 | 03/31/2024 |
PFF | 24,019 | $774 | 03/31/2024 |
Gladstone Institutional Advisory LLC | 24,817 | $774 | 12/31/2023 |
PFF | 24,817 | $774 | 12/31/2023 |
Snowden Capital Advisors LLC | 24,772 | $773 | 12/31/2023 |
PFF | 24,772 | $773 | 12/31/2023 |
Keystone Wealth Services LLC | 23,852 | $769 | 03/31/2024 |
PFF | 23,852 | $769 | 03/31/2024 |
TD Asset Management Inc. | 24,548 | $766 | 12/31/2023 |
PFF | 24,548 | $766 | 12/31/2023 |
Great Diamond Partners LLC | 24,460 | $763 | 12/31/2023 |
PFF | 24,460 | $763 | 12/31/2023 |
Willis Johnson & Associates Inc. | 23,644 | $762 | 03/31/2024 |
PFF | 23,644 | $762 | 03/31/2024 |
TCG Advisory Services LLC | 24,404 | $761 | 12/31/2023 |
PFF | 24,404 | $761 | 12/31/2023 |
Pathstone Holdings LLC | 24,377 | $760 | 12/31/2023 |
PFF | 24,377 | $760 | 12/31/2023 |
First Horizon Advisors Inc. | 24,335 | $759 | 12/31/2023 |
PFF | 24,335 | $759 | 12/31/2023 |
Lbmc Investment Advisors LLC | 23,481 | $757 | 03/31/2024 |
PFF | 23,481 | $757 | 03/31/2024 |
Viawealth LLC | 24,099 | $752 | 12/31/2023 |
PFF | 24,099 | $752 | 12/31/2023 |
Allworth Financial LP | 23,192 | $747 | 03/31/2024 |
PFF | 23,192 | $747 | 03/31/2024 |
Lifeworks Advisors LLC | 23,965 | $747 | 12/31/2023 |
PFF | 23,965 | $747 | 12/31/2023 |
Roger Wittlin Investment Advisory LLC | 23,771 | $742 | 12/31/2023 |
PFF | 23,771 | $742 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 22,954 | $740 | 03/31/2024 |
PFF | 22,954 | $740 | 03/31/2024 |
Sunbelt Securities Inc. | 22,761 | $734 | 03/31/2024 |
PFF | 22,761 | $734 | 03/31/2024 |
Honkamp Krueger Financial Services Inc. | 23,307 | $727 | 12/31/2023 |
PFF | 23,307 | $727 | 12/31/2023 |
Texas Yale Capital Corp. | 23,187 | $723 | 12/31/2023 |
PFF | 23,187 | $723 | 12/31/2023 |
City State Bank | 22,415 | $722 | 03/31/2024 |
PFF | 22,415 | $722 | 03/31/2024 |
Delta Capital Management LLC | 22,350 | $720 | 03/31/2024 |
PFF | 22,350 | $720 | 03/31/2024 |
Lineweaver Wealth Advisors LLC | 23,072 | $720 | 12/31/2023 |
PFF | 23,072 | $720 | 12/31/2023 |
Carret Asset Management LLC | 22,316 | $719 | 03/31/2024 |
PFF | 22,316 | $719 | 03/31/2024 |
Sonata Capital Group Inc. | 22,973 | $717 | 12/31/2023 |
PFF | 22,973 | $717 | 12/31/2023 |
Verity Asset Management Inc. | 22,917 | $715 | 12/31/2023 |
PFF | 22,917 | $715 | 12/31/2023 |
Beacon Financial Group | 22,857 | $713 | 12/31/2023 |
PFF | 22,857 | $713 | 12/31/2023 |
Naples Global Advisors LLC | 22,735 | $709 | 12/31/2023 |
PFF | 22,735 | $709 | 12/31/2023 |
Keating Wealth Management LLC | 21,941 | $707 | 03/31/2024 |
PFF | 21,941 | $707 | 03/31/2024 |
Balboa Wealth Partners | 22,352 | $697 | 12/31/2023 |
PFF | 22,352 | $697 | 12/31/2023 |
PFG Advisors | 22,240 | $694 | 12/31/2023 |
PFF | 22,240 | $694 | 12/31/2023 |
Objective Capital Management LLC | 22,192 | $692 | 12/31/2023 |
PFF | 22,192 | $692 | 12/31/2023 |
TD Waterhouse Canada Inc. | 22,240 | $692 | 12/31/2023 |
PFF | 22,240 | $692 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 22,100 | $689 | 12/31/2023 |
PFF | 22,100 | $689 | 12/31/2023 |
Pinnacle Associates Ltd. | 21,980 | $686 | 12/31/2023 |
PFF | 21,980 | $686 | 12/31/2023 |
Canopy Partners LLC | 21,980 | $686 | 12/31/2023 |
PFF | 21,980 | $686 | 12/31/2023 |
Arkadios Wealth Advisors | 21,919 | $684 | 12/31/2023 |
PFF | 21,919 | $684 | 12/31/2023 |
Colony Group LLC | 21,909 | $683 | 12/31/2023 |
PFF | 21,909 | $683 | 12/31/2023 |
Garrett Investment Advisors LLC | 21,070 | $679 | 03/31/2024 |
PFF | 21,070 | $679 | 03/31/2024 |
Asset Allocation & Management Company LLC | 21,000 | $677 | 03/31/2024 |
PFF | 21,000 | $677 | 03/31/2024 |
Sawgrass Asset Management LLC | 21,716 | $677 | 12/31/2023 |
PFF | 21,716 | $677 | 12/31/2023 |
Alpha Omega Wealth Management LLC | 20,948 | $675 | 03/31/2024 |
PFF | 20,948 | $675 | 03/31/2024 |
Stableford Capital II LLC | 20,944 | $675 | 03/31/2024 |
PFF | 20,944 | $675 | 03/31/2024 |
Integris Wealth Management LLC | 21,645 | $675 | 12/31/2023 |
PFF | 21,645 | $675 | 12/31/2023 |
Dana Investment Advisors Inc. | 21,589 | $673 | 12/31/2023 |
PFF | 21,589 | $673 | 12/31/2023 |
Flagship Harbor Advisors LLC | 20,844 | $672 | 03/31/2024 |
PFF | 20,844 | $672 | 03/31/2024 |
Carr Financial Group Corp | 20,678 | $666 | 03/31/2024 |
PFF | 20,678 | $666 | 03/31/2024 |
Capital Asset Advisory Services LLC | 20,745 | $665 | 03/31/2024 |
PFF | 20,745 | $665 | 03/31/2024 |
Private Client Services LLC | 21,317 | $665 | 12/31/2023 |
PFF | 21,317 | $665 | 12/31/2023 |
Bensler LLC | 21,266 | $663 | 12/31/2023 |
PFF | 21,266 | $663 | 12/31/2023 |
Detalus Advisors LLC | 20,515 | $661 | 03/31/2024 |
PFF | 20,515 | $661 | 03/31/2024 |
Staley Capital Advisers Inc. | 21,200 | $661 | 12/31/2023 |
PFF | 21,200 | $661 | 12/31/2023 |
Cumberland Advisors Inc. | 20,340 | $656 | 03/31/2024 |
PFF | 20,340 | $656 | 03/31/2024 |
Apollon Financial LLC | 20,714 | $646 | 12/31/2023 |
PFF | 20,714 | $646 | 12/31/2023 |
Boyer & Corporon Wealth Management LLC | 20,673 | $645 | 12/31/2023 |
PFF | 20,673 | $645 | 12/31/2023 |
Cardiff Park Advisors LLC | 20,646 | $644 | 12/31/2023 |
PFF | 20,646 | $644 | 12/31/2023 |
StoneX Group Inc. | 20,451 | $638 | 12/31/2023 |
PFF | 20,451 | $638 | 12/31/2023 |
Barry Investment Advisors LLC | 19,769 | $637 | 03/31/2024 |
PFF | 19,769 | $637 | 03/31/2024 |
Mission Wealth Management LP | 20,258 | $632 | 12/31/2023 |
PFF | 20,258 | $632 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 20,250 | $632 | 12/31/2023 |
PFF | 20,250 | $632 | 12/31/2023 |
Evoke Wealth LLC | 20,209 | $630 | 12/31/2023 |
PFF | 20,209 | $630 | 12/31/2023 |
Red Spruce Capital LLC | 19,387 | $625 | 03/31/2024 |
PFF | 19,387 | $625 | 03/31/2024 |
National Bank of Canada FI | 20,058 | $625 | 12/31/2023 |
PFF | 20,058 | $625 | 12/31/2023 |
First Heartland Consultants Inc. | 19,899 | $621 | 12/31/2023 |
PFF | 19,899 | $621 | 12/31/2023 |
LifePro Asset Management | 19,135 | $617 | 03/31/2024 |
PFF | 19,135 | $617 | 03/31/2024 |
Melfa Wealth Management LLC | 19,108 | $616 | 03/31/2024 |
PFF | 19,108 | $616 | 03/31/2024 |
Parkside Financial Bank & Trust | 19,736 | $616 | 12/31/2023 |
PFF | 19,736 | $616 | 12/31/2023 |
Azimuth Capital Investment Management LLC | 19,700 | $614 | 12/31/2023 |
PFF | 19,700 | $614 | 12/31/2023 |
Raab & Moskowitz Asset Management LLC | 19,668 | $613 | 12/31/2023 |
PFF | 19,668 | $613 | 12/31/2023 |
Atlantic Union Bankshares Corp | 18,982 | $612 | 03/31/2024 |
PFF | 18,982 | $612 | 03/31/2024 |
Windham Capital Management LLC | 19,592 | $611 | 12/31/2023 |
PFF | 19,592 | $611 | 12/31/2023 |
Burney Co. | 19,544 | $610 | 12/31/2023 |
PFF | 19,544 | $610 | 12/31/2023 |
Traynor Capital Management Inc. | 18,811 | $606 | 03/31/2024 |
PFF | 18,811 | $606 | 03/31/2024 |
Palogic Value Management L.P. | 19,400 | $605 | 12/31/2023 |
PFF | 19,400 | $605 | 12/31/2023 |
Harvest Volatility Management LLC | 19,330 | $603 | 12/31/2023 |
PFF | 19,330 | $603 | 12/31/2023 |
Dark Forest Capital Management LP | 19,329 | $603 | 12/31/2023 |
PFF | 19,329 | $603 | 12/31/2023 |
Clarity Capital Partners LLC | 19,241 | $600 | 12/31/2023 |
PFF | 19,241 | $600 | 12/31/2023 |
RMB Capital Management LLC | 19,180 | $598 | 12/31/2023 |
PFF | 19,180 | $598 | 12/31/2023 |
Tudor Investment Corp Et Al | 19,133 | $597 | 12/31/2023 |
PFF | 19,133 | $597 | 12/31/2023 |
Ironwood Investment Counsel LLC | 19,105 | $596 | 12/31/2023 |
PFF | 19,105 | $596 | 12/31/2023 |
FinTrust Capital Advisors LLC | 19,059 | $594 | 12/31/2023 |
PFF | 19,059 | $594 | 12/31/2023 |
Axxcess Wealth Management LLC | 19,001 | $593 | 12/31/2023 |
PFF | 19,001 | $593 | 12/31/2023 |
VERITY Wealth Advisors | 18,378 | $592 | 03/31/2024 |
PFF | 18,378 | $592 | 03/31/2024 |
Moors & Cabot Inc. | 18,811 | $587 | 12/31/2023 |
PFF | 18,811 | $587 | 12/31/2023 |
Kovack Advisors Inc. | 18,122 | $584 | 03/31/2024 |
PFF | 18,122 | $584 | 03/31/2024 |
LJI Wealth Management LLC | 18,696 | $583 | 12/31/2023 |
PFF | 18,696 | $583 | 12/31/2023 |
Salem Investment Counselors Inc. | 18,026 | $581 | 03/31/2024 |
PFF | 18,026 | $581 | 03/31/2024 |
Wealth Advisory Solutions LLC | 18,007 | $580 | 03/31/2024 |
PFF | 18,007 | $580 | 03/31/2024 |
Sawtooth Solutions LLC | 18,545 | $578 | 12/31/2023 |
PFF | 18,545 | $578 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 17,830 | $575 | 03/31/2024 |
PFF | 17,830 | $575 | 03/31/2024 |
Smith Moore & CO. | 18,386 | $573 | 12/31/2023 |
PFF | 18,386 | $573 | 12/31/2023 |
Vigilare Wealth Management | 18,365 | $573 | 12/31/2023 |
PFF | 18,365 | $573 | 12/31/2023 |
Investmark Advisory Group LLC | 18,330 | $572 | 12/31/2023 |
PFF | 18,330 | $572 | 12/31/2023 |
Burns J W & Co. Inc. NY | 17,692 | $570 | 03/31/2024 |
PFF | 17,692 | $570 | 03/31/2024 |
Wealthsource Partners LLC | 18,247 | $569 | 12/31/2023 |
PFF | 18,247 | $569 | 12/31/2023 |
Journey Advisory Group LLC | 18,030 | $562 | 12/31/2023 |
PFF | 18,030 | $562 | 12/31/2023 |
M&T Bank Corp | 17,923 | $559 | 12/31/2023 |
PFF | 17,923 | $559 | 12/31/2023 |
Buckingham Strategic Partners | 17,851 | $557 | 12/31/2023 |
PFF | 17,851 | $557 | 12/31/2023 |
Schmidt P J Investment Management Inc. | 17,379 | $556 | 12/31/2023 |
PFF | 17,379 | $556 | 12/31/2023 |
Nottingham Advisors Inc. | 17,697 | $552 | 12/31/2023 |
PFF | 17,697 | $552 | 12/31/2023 |
Arete Wealth Advisors LLC | 17,640 | $550 | 12/31/2023 |
PFF | 17,640 | $550 | 12/31/2023 |
Financial Partners Group Inc | 17,611 | $549 | 12/31/2023 |
PFF | 17,611 | $549 | 12/31/2023 |
Ronald Blue Trust Inc. | 18,220 | $549 | 12/31/2023 |
PFF | 18,220 | $549 | 12/31/2023 |
Boston Research & Management Inc. | 17,491 | $545 | 12/31/2023 |
PFF | 17,491 | $545 | 12/31/2023 |
Cary Street Partners Asset Management LLC | 17,241 | $538 | 12/31/2023 |
PFF | 17,241 | $538 | 12/31/2023 |
Financial Insights Inc. | 16,650 | $537 | 03/31/2024 |
PFF | 16,650 | $537 | 03/31/2024 |
Powers Advisory Group LLC | 16,569 | $534 | 03/31/2024 |
PFF | 16,569 | $534 | 03/31/2024 |
SRS Capital Advisors Inc. | 17,118 | $534 | 12/31/2023 |
PFF | 17,118 | $534 | 12/31/2023 |
Levin Easterly Partners LLC | 17,077 | $533 | 12/31/2023 |
PFF | 17,077 | $533 | 12/31/2023 |
Pallas Capital Advisors LLC | 16,521 | $532 | 03/31/2024 |
PFF | 16,521 | $532 | 03/31/2024 |
Penobscot Investment Management Company Inc. | 17,050 | $532 | 12/31/2023 |
PFF | 17,050 | $532 | 12/31/2023 |
Tradition Wealth Management LLC | 17,072 | $532 | 12/31/2023 |
PFF | 17,072 | $532 | 12/31/2023 |
Proathlete Wealth Management LLC | 16,968 | $529 | 12/31/2023 |
PFF | 16,968 | $529 | 12/31/2023 |
Valmark Advisers Inc. | 16,601 | $518 | 12/31/2023 |
PFF | 16,601 | $518 | 12/31/2023 |
SeaCrest Wealth Management LLC | 16,043 | $517 | 03/31/2024 |
PFF | 16,043 | $517 | 03/31/2024 |
Evergreen Capital Management LLC | 16,554 | $516 | 12/31/2023 |
PFF | 16,554 | $516 | 12/31/2023 |
Brown Advisory Inc. | 15,986 | $515 | 03/31/2024 |
PFF | 15,986 | $515 | 03/31/2024 |
Baker Tilly Financial LLC | 16,445 | $513 | 12/31/2023 |
PFF | 16,445 | $513 | 12/31/2023 |
Next Level Private LLC | 15,871 | $512 | 03/31/2024 |
PFF | 15,871 | $512 | 03/31/2024 |
GLOBALT Investments LLC GA | 16,394 | $511 | 12/31/2023 |
PFF | 16,394 | $511 | 12/31/2023 |
Traction Financial Partners LLC | 16,364 | $510 | 12/31/2023 |
PFF | 16,364 | $510 | 12/31/2023 |
Lane & Associates LLC | 15,733 | $507 | 03/31/2024 |
PFF | 15,733 | $507 | 03/31/2024 |
Summa Corp. | 15,600 | $503 | 03/31/2024 |
PFF | 15,600 | $503 | 03/31/2024 |
Joel Isaacson & Co. LLC | 16,142 | $503 | 12/31/2023 |
PFF | 16,142 | $503 | 12/31/2023 |
Jacobi Capital Management LLC | 16,101 | $502 | 12/31/2023 |
PFF | 16,101 | $502 | 12/31/2023 |
Farther Finance Advisors LLC | 16,010 | $499 | 12/31/2023 |
PFF | 16,010 | $499 | 12/31/2023 |
Allen Mooney & Barnes Investment Advisors LLC | 15,793 | $497 | 03/31/2024 |
PFF | 15,793 | $497 | 03/31/2024 |
Perfromance Wealth Partners LLC | 15,867 | $495 | 12/31/2023 |
PFF | 15,867 | $495 | 12/31/2023 |
Mid American Wealth Advisory Group Inc. | 15,341 | $494 | 03/31/2024 |
PFF | 15,341 | $494 | 03/31/2024 |
Lodestone Wealth Management LLC | 15,851 | $494 | 12/31/2023 |
PFF | 15,851 | $494 | 12/31/2023 |
Midwest Financial Group LLC | 15,193 | $490 | 03/31/2024 |
PFF | 15,193 | $490 | 03/31/2024 |
STA Wealth Management LLC | 15,697 | $490 | 12/31/2023 |
PFF | 15,697 | $490 | 12/31/2023 |
Ellis Investment Partners LLC | 15,165 | $489 | 03/31/2024 |
PFF | 15,165 | $489 | 03/31/2024 |
High Falls Advisors Inc | 15,658 | $488 | 12/31/2023 |
PFF | 15,658 | $488 | 12/31/2023 |
Auour Investments LLC | 15,426 | $487 | 12/31/2023 |
PFF | 15,426 | $487 | 12/31/2023 |
Signature Securities Group Corporation | 15,083 | $486 | 03/31/2024 |
PFF | 15,083 | $486 | 03/31/2024 |
Stolper Co | 15,042 | $485 | 03/31/2024 |
PFF | 15,042 | $485 | 03/31/2024 |
Wealth Effects LLC | 15,034 | $485 | 03/31/2024 |
PFF | 15,034 | $485 | 03/31/2024 |
EP Wealth Advisors LLC | 15,468 | $482 | 12/31/2023 |
PFF | 15,468 | $482 | 12/31/2023 |
SkyOak Wealth LLC | 15,386 | $480 | 12/31/2023 |
PFF | 15,386 | $480 | 12/31/2023 |
Twelve Points Wealth Management LLC | 14,863 | $479 | 03/31/2024 |
PFF | 14,863 | $479 | 03/31/2024 |
Interactive Financial Advisors | 16,597 | $475 | 12/31/2023 |
PFF | 16,597 | $475 | 12/31/2023 |
Koshinski Asset Management Inc. | 15,083 | $470 | 12/31/2023 |
PFF | 15,083 | $470 | 12/31/2023 |
O ROURKE & COMPANY Inc | 14,539 | $469 | 03/31/2024 |
PFF | 14,539 | $469 | 03/31/2024 |
HF Advisory Group LLC | 14,521 | $468 | 03/31/2024 |
PFF | 14,521 | $468 | 03/31/2024 |
TFB Advisors LLC | 14,940 | $466 | 12/31/2023 |
PFF | 14,940 | $466 | 12/31/2023 |
Fortem Financial Group LLC | 14,880 | $464 | 12/31/2023 |
PFF | 14,880 | $464 | 12/31/2023 |
Evolution Wealth Advisors LLC | 14,354 | $463 | 03/31/2024 |
PFF | 14,354 | $463 | 03/31/2024 |
Industrial Alliance Investment Management Inc. | 14,755 | $460 | 12/31/2023 |
PFF | 14,755 | $460 | 12/31/2023 |
Triumph Capital Management | 14,178 | $458 | 03/31/2024 |
PFF | 14,178 | $458 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 14,690 | $458 | 12/31/2023 |
PFF | 14,690 | $458 | 12/31/2023 |
Wulff Hansen & CO. | 14,595 | $455 | 12/31/2023 |
PFF | 14,595 | $455 | 12/31/2023 |
Peregrine Asset Advisers Inc. | 14,598 | $455 | 12/31/2023 |
PFF | 14,598 | $455 | 12/31/2023 |
RSM US Wealth Management LLC | 14,553 | $454 | 12/31/2023 |
PFF | 14,553 | $454 | 12/31/2023 |
Van Strum & Towne Inc. | 14,525 | $453 | 12/31/2023 |
PFF | 14,525 | $453 | 12/31/2023 |
My Legacy Advisors LLC | 14,297 | $450 | 12/31/2023 |
PFF | 14,297 | $450 | 12/31/2023 |
Cutler Investment Counsel LLC | 14,356 | $448 | 12/31/2023 |
PFF | 14,356 | $448 | 12/31/2023 |
Independent Family Office LLC | 14,349 | $448 | 12/31/2023 |
PFF | 14,349 | $448 | 12/31/2023 |
E&G Advisors LP | 13,834 | $446 | 03/31/2024 |
PFF | 13,834 | $446 | 03/31/2024 |
Venture Visionary Partners LLC | 14,312 | $446 | 12/31/2023 |
PFF | 14,312 | $446 | 12/31/2023 |
KG&L Capital Management LLC | 13,800 | $445 | 03/31/2024 |
PFF | 13,800 | $445 | 03/31/2024 |
L.M. Kohn & Company | 13,619 | $439 | 03/31/2024 |
PFF | 13,619 | $439 | 03/31/2024 |
Ballentine Partners LLC | 13,600 | $438 | 03/31/2024 |
PFF | 13,600 | $438 | 03/31/2024 |
Harbor Investment Advisory LLC | 13,587 | $438 | 03/31/2024 |
PFF | 13,587 | $438 | 03/31/2024 |
Ironwood Financial llc | 13,566 | $437 | 03/31/2024 |
PFF | 13,566 | $437 | 03/31/2024 |
Advisors Asset Management Inc. | 14,014 | $437 | 12/31/2023 |
PFF | 14,014 | $437 | 12/31/2023 |
Pring Turner Capital Group Inc. | 14,000 | $437 | 12/31/2023 |
PFF | 14,000 | $437 | 12/31/2023 |
Klingman & Associates LLC | 14,013 | $437 | 12/31/2023 |
PFF | 14,013 | $437 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 13,998 | $437 | 12/31/2023 |
PFF | 13,998 | $437 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 13,439 | $433 | 03/31/2024 |
PFF | 13,439 | $433 | 03/31/2024 |
Pacitti Group Inc. | 13,893 | $433 | 12/31/2023 |
PFF | 13,893 | $433 | 12/31/2023 |
Good Life Advisors LLC | 13,740 | $429 | 12/31/2023 |
PFF | 13,740 | $429 | 12/31/2023 |
American Money Management LLC | 13,725 | $428 | 12/31/2023 |
PFF | 13,725 | $428 | 12/31/2023 |
Founders Financial Securities LLC | 13,190 | $425 | 03/31/2024 |
PFF | 13,190 | $425 | 03/31/2024 |
Carson Advisory Inc. | 13,631 | $425 | 12/31/2023 |
PFF | 13,631 | $425 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 13,138 | $423 | 03/31/2024 |
PFF | 13,138 | $423 | 03/31/2024 |
Eclectic Associates Inc. ADV | 13,024 | $420 | 03/31/2024 |
PFF | 13,024 | $420 | 03/31/2024 |
MKT Advisors LLC | 13,300 | $419 | 03/31/2024 |
PFF | 13,300 | $419 | 03/31/2024 |
MONECO Advisors LLC | 12,966 | $418 | 03/31/2024 |
PFF | 12,966 | $418 | 03/31/2024 |
Prudential PLC | 13,300 | $415 | 12/31/2023 |
PFF | 13,300 | $415 | 12/31/2023 |
Castleview Partners LLC | 13,258 | $414 | 12/31/2023 |
PFF | 13,258 | $414 | 12/31/2023 |
Barrett & Company Inc. | 12,818 | $413 | 03/31/2024 |
PFF | 12,818 | $413 | 03/31/2024 |
Weaver Consulting Group | 12,768 | $412 | 03/31/2024 |
PFF | 12,768 | $412 | 03/31/2024 |
Crestwood Advisors Group LLC | 13,195 | $412 | 12/31/2023 |
PFF | 13,195 | $412 | 12/31/2023 |
Charter Trust Co. | 12,379 | $399 | 03/31/2024 |
PFF | 12,379 | $399 | 03/31/2024 |
Ameritas Advisory Services LLC | 12,575 | $398 | 12/31/2023 |
PFF | 12,575 | $398 | 12/31/2023 |
Toronto Dominion Bank | 12,735 | $397 | 12/31/2023 |
PFF | 12,735 | $397 | 12/31/2023 |
Quattro Financial Advisors LLC | 12,302 | $396 | 03/31/2024 |
PFF | 12,302 | $396 | 03/31/2024 |
FMR LLC | 12,655 | $395 | 12/31/2023 |
PFF | 12,655 | $395 | 12/31/2023 |
Somerset Group LLC | 12,650 | $395 | 12/31/2023 |
PFF | 12,650 | $395 | 12/31/2023 |
First Merchants Corp | 12,213 | $393 | 03/31/2024 |
PFF | 12,213 | $393 | 03/31/2024 |
KFG Wealth Management LLC | 12,134 | $391 | 03/31/2024 |
PFF | 12,134 | $391 | 03/31/2024 |
Park Edge Advisors LLC | 12,068 | $389 | 03/31/2024 |
PFF | 12,068 | $389 | 03/31/2024 |
Coastwise Capital Group LLC | 12,443 | $388 | 12/31/2023 |
PFF | 12,443 | $388 | 12/31/2023 |
Ethos Financial Group LLC | 12,395 | $386 | 12/31/2023 |
PFF | 12,395 | $386 | 12/31/2023 |
Headinvest LLC | 12,232 | $382 | 12/31/2023 |
PFF | 12,232 | $382 | 12/31/2023 |
Fulton Bank N.A. | 11,827 | $381 | 03/31/2024 |
PFF | 11,827 | $381 | 03/31/2024 |
Core Wealth Partners LLC | 11,824 | $381 | 03/31/2024 |
PFF | 11,824 | $381 | 03/31/2024 |
Ehrlich Financial Group | 11,811 | $381 | 03/31/2024 |
PFF | 11,811 | $381 | 03/31/2024 |
Fort Washington Investment Advisors Inc. OH | 12,104 | $378 | 03/31/2024 |
PFF | 12,104 | $378 | 03/31/2024 |
Levy Wealth Management Group LLC | 12,116 | $378 | 03/31/2024 |
PFF | 12,116 | $378 | 03/31/2024 |
Jane Street Group LLC | 12,103 | $377 | 12/31/2023 |
PFF | 12,103 | $377 | 12/31/2023 |
RMR Wealth Builders | 11,678 | $376 | 03/31/2024 |
PFF | 11,678 | $376 | 03/31/2024 |
SWS Partners | 12,025 | $375 | 12/31/2023 |
PFF | 12,025 | $375 | 12/31/2023 |
Calamos Advisors LLC | 11,975 | $374 | 12/31/2023 |
PFF | 11,975 | $374 | 12/31/2023 |
Van Hulzen Asset Management LLC | 11,859 | $370 | 12/31/2023 |
PFF | 11,859 | $370 | 12/31/2023 |
WealthPlan Investment Management LLC | 11,865 | $370 | 12/31/2023 |
PFF | 11,865 | $370 | 12/31/2023 |
Associated Banc Corp | 11,741 | $366 | 12/31/2023 |
PFF | 11,741 | $366 | 12/31/2023 |
Fort Sheridan Advisors LLC | 11,688 | $365 | 12/31/2023 |
PFF | 11,688 | $365 | 12/31/2023 |
Steel Peak Wealth Management LLC | 11,138 | $359 | 03/31/2024 |
PFF | 11,138 | $359 | 03/31/2024 |
AlphaCentric Advisors LLC | 11,075 | $357 | 03/31/2024 |
PFF | 11,075 | $357 | 03/31/2024 |
BNP Paribas Arbitrage SA | 11,418 | $356 | 12/31/2023 |
PFF | 11,418 | $356 | 12/31/2023 |
Slow Capital Inc. | 10,976 | $354 | 03/31/2024 |
PFF | 10,976 | $354 | 03/31/2024 |
JB Capital LLC | 11,294 | $352 | 12/31/2023 |
PFF | 11,294 | $352 | 12/31/2023 |
Rathbone Brothers plc | 11,207 | $350 | 12/31/2023 |
PFF | 11,207 | $350 | 12/31/2023 |
Capital Advisors Wealth Management LLC | 10,804 | $348 | 03/31/2024 |
PFF | 10,804 | $348 | 03/31/2024 |
Chemistry Wealth Management LLC | 10,800 | $348 | 03/31/2024 |
PFF | 10,800 | $348 | 03/31/2024 |
WASHINGTON TRUST Co | 10,630 | $343 | 03/31/2024 |
PFF | 10,630 | $343 | 03/31/2024 |
Bragg Financial Advisors Inc | 11,000 | $343 | 12/31/2023 |
PFF | 11,000 | $343 | 12/31/2023 |
Geller Advisors LLC | 10,837 | $338 | 12/31/2023 |
PFF | 10,837 | $338 | 12/31/2023 |
Mount Yale Investment Advisors LLC | 10,785 | $336 | 12/31/2023 |
PFF | 10,785 | $336 | 12/31/2023 |
Hutchens & Kramer Investment Management Group LLC | 10,630 | $332 | 12/31/2023 |
PFF | 10,630 | $332 | 12/31/2023 |
Capital Advisory Group Advisory Services LLC | 10,285 | $331 | 03/31/2024 |
PFF | 10,285 | $331 | 03/31/2024 |
Cullen Frost Bankers Inc. | 10,600 | $331 | 12/31/2023 |
PFF | 10,600 | $331 | 12/31/2023 |
Kinloch Capital LLC | 10,617 | $331 | 12/31/2023 |
PFF | 10,617 | $331 | 12/31/2023 |
Wilson & Boucher Capital Management LLC | 10,600 | $331 | 12/31/2023 |
PFF | 10,600 | $331 | 12/31/2023 |
Fortitude Family Office LLC | 10,242 | $330 | 03/31/2024 |
PFF | 10,242 | $330 | 03/31/2024 |
Smithfield Trust Co. | 10,384 | $328 | 12/31/2023 |
PFF | 10,384 | $328 | 12/31/2023 |
Resurgent Financial Advisors LLC | 10,517 | $328 | 12/31/2023 |
PFF | 10,517 | $328 | 12/31/2023 |
Atticus Wealth Management LLC | 10,097 | $325 | 03/31/2024 |
PFF | 10,097 | $325 | 03/31/2024 |
Hudson Valley Investment Advisors Inc. ADV | 10,040 | $324 | 03/31/2024 |
PFF | 10,040 | $324 | 03/31/2024 |
Insight Wealth Partners LLC | 10,386 | $324 | 12/31/2023 |
PFF | 10,386 | $324 | 12/31/2023 |
Merrion Investment Management Co LLC | 10,000 | $322 | 03/31/2024 |
PFF | 10,000 | $322 | 03/31/2024 |
Warner Financial Inc. | 10,000 | $322 | 03/31/2024 |
PFF | 10,000 | $322 | 03/31/2024 |
Greytown Advisors Inc. | 10,330 | $322 | 12/31/2023 |
PFF | 10,330 | $322 | 12/31/2023 |
ETF Store Inc. | 10,211 | $318 | 12/31/2023 |
PFF | 10,211 | $318 | 12/31/2023 |
Marks Group Wealth Management Inc | 10,161 | $317 | 12/31/2023 |
PFF | 10,161 | $317 | 12/31/2023 |
WealthPLAN Partners LLC | 10,103 | $315 | 12/31/2023 |
PFF | 10,103 | $315 | 12/31/2023 |
Bell Bank | 9,747 | $314 | 03/31/2024 |
PFF | 9,747 | $314 | 03/31/2024 |
Manchester Capital Management LLC | 10,000 | $312 | 12/31/2023 |
PFF | 10,000 | $312 | 12/31/2023 |
Hexagon Capital Partners LLC | 9,636 | $311 | 03/31/2024 |
PFF | 9,636 | $311 | 03/31/2024 |
AFG Fiduciary Services Limited Partnership | 9,704 | $311 | 03/31/2024 |
PFF | 9,704 | $311 | 03/31/2024 |
Cypress Capital Group | 9,983 | $311 | 12/31/2023 |
PFF | 9,983 | $311 | 12/31/2023 |
Fisher Asset Management LLC | 9,924 | $310 | 12/31/2023 |
PFF | 9,924 | $310 | 12/31/2023 |
Gradient Investments LLC | 9,595 | $309 | 03/31/2024 |
PFF | 9,595 | $309 | 03/31/2024 |
TD Capital Management LLC | 9,897 | $309 | 12/31/2023 |
PFF | 9,897 | $309 | 12/31/2023 |
Main Street Financial Solutions LLC | 9,541 | $308 | 03/31/2024 |
PFF | 9,541 | $308 | 03/31/2024 |
Sterneck Capital Management LLC | 9,820 | $306 | 12/31/2023 |
PFF | 9,820 | $306 | 12/31/2023 |
GenWealth Group Inc. | 9,342 | $301 | 03/31/2024 |
PFF | 9,342 | $301 | 03/31/2024 |
OMNI 360 Wealth Inc. | 9,326 | $301 | 03/31/2024 |
PFF | 9,326 | $301 | 03/31/2024 |
Winthrop Advisory Group LLC | 9,295 | $300 | 03/31/2024 |
PFF | 9,295 | $300 | 03/31/2024 |
North Star Investment Management Corp. | 9,589 | $299 | 12/31/2023 |
PFF | 9,589 | $299 | 12/31/2023 |
Principle Wealth Partners LLC | 9,219 | $297 | 03/31/2024 |
PFF | 9,219 | $297 | 03/31/2024 |
Glass Jacobson Investment Advisors llc | 9,496 | $296 | 12/31/2023 |
PFF | 9,496 | $296 | 12/31/2023 |
Websterrogers Financial Advisors LLC | 9,461 | $295 | 12/31/2023 |
PFF | 9,461 | $295 | 12/31/2023 |
Sfmg LLC | 9,439 | $294 | 12/31/2023 |
PFF | 9,439 | $294 | 12/31/2023 |
Dodds Wealth LLC | 9,408 | $293 | 12/31/2023 |
PFF | 9,408 | $293 | 12/31/2023 |
USAdvisors Wealth Management LLC | 9,379 | $292 | 12/31/2023 |
PFF | 9,379 | $292 | 12/31/2023 |
United Bank | 9,313 | $290 | 12/31/2023 |
PFF | 9,313 | $290 | 12/31/2023 |
Jefferies Financial Group Inc. | 9,253 | $289 | 12/31/2023 |
PFF | 9,253 | $289 | 12/31/2023 |
ProVise Management Group LLC | 9,260 | $289 | 12/31/2023 |
PFF | 9,260 | $289 | 12/31/2023 |
Collaborative Wealth Managment Inc. | 9,271 | $289 | 12/31/2023 |
PFF | 9,271 | $289 | 12/31/2023 |
Adell Harriman & Carpenter Inc. | 8,925 | $288 | 03/31/2024 |
PFF | 8,925 | $288 | 03/31/2024 |
West Michigan Advisors LLC | 9,227 | $288 | 12/31/2023 |
PFF | 9,227 | $288 | 12/31/2023 |
Patrick M Sweeney & Associates Inc. | 8,885 | $286 | 03/31/2024 |
PFF | 8,885 | $286 | 03/31/2024 |
Omega Financial Group LLC | 8,846 | $285 | 03/31/2024 |
PFF | 8,846 | $285 | 03/31/2024 |
TCI Wealth Advisors Inc. | 9,117 | $284 | 12/31/2023 |
PFF | 9,117 | $284 | 12/31/2023 |
Quantum Financial Advisors LLC | 9,006 | $281 | 12/31/2023 |
PFF | 9,006 | $281 | 12/31/2023 |
Connecticut Wealth Management LLC | 8,980 | $280 | 12/31/2023 |
PFF | 8,980 | $280 | 12/31/2023 |
Tyche Wealth Partners LLC | 8,421 | $271 | 03/31/2024 |
PFF | 8,421 | $271 | 03/31/2024 |
Transatlantique Private Wealth LLC | 8,693 | $271 | 12/31/2023 |
PFF | 8,693 | $271 | 12/31/2023 |
Karpas Strategies LLC | 8,588 | $268 | 12/31/2023 |
PFF | 8,588 | $268 | 12/31/2023 |
Laurel Wealth Advisors LLC | 8,585 | $268 | 12/31/2023 |
PFF | 8,585 | $268 | 12/31/2023 |
Seamount Financial Group Inc. | 8,201 | $264 | 03/31/2024 |
PFF | 8,201 | $264 | 03/31/2024 |
Boyd Watterson Asset Management LLC OH | 8,461 | $264 | 12/31/2023 |
PFF | 8,461 | $264 | 12/31/2023 |
Perennial Investment Advisors LLC | 8,391 | $262 | 12/31/2023 |
PFF | 8,391 | $262 | 12/31/2023 |
Instrumental Wealth LLC | 8,219 | $260 | 12/31/2023 |
PFF | 8,219 | $260 | 12/31/2023 |
Ignite Planners LLC | 8,046 | $259 | 03/31/2024 |
PFF | 8,046 | $259 | 03/31/2024 |
Optimum Investment Advisors | 8,000 | $258 | 03/31/2024 |
PFF | 8,000 | $258 | 03/31/2024 |
Pinnacle Wealth Management Advisory Group LLC | 8,245 | $257 | 12/31/2023 |
PFF | 8,245 | $257 | 12/31/2023 |
Northwest Wealth Management LLC | 8,226 | $257 | 12/31/2023 |
PFF | 8,226 | $257 | 12/31/2023 |
Mcdonald Partners LLC | 7,935 | $256 | 03/31/2024 |
PFF | 7,935 | $256 | 03/31/2024 |
Douglass Winthrop Advisors LLC | 8,200 | $256 | 12/31/2023 |
PFF | 8,200 | $256 | 12/31/2023 |
Johnson Financial Group Inc. | 8,191 | $255 | 12/31/2023 |
PFF | 8,191 | $255 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 8,155 | $254 | 12/31/2023 |
PFF | 8,155 | $254 | 12/31/2023 |
Northwest Investment Counselors LLC | 7,850 | $253 | 03/31/2024 |
PFF | 7,850 | $253 | 03/31/2024 |
Ancora Advisors LLC | 8,097 | $253 | 12/31/2023 |
PFF | 8,097 | $253 | 12/31/2023 |
Legacy Financial Strategies LLC | 7,787 | $251 | 03/31/2024 |
PFF | 7,787 | $251 | 03/31/2024 |
Lindbrook Capital LLC | 7,728 | $249 | 03/31/2024 |
PFF | 7,728 | $249 | 03/31/2024 |
Trustmark National Bank Trust Department | 7,954 | $248 | 12/31/2023 |
PFF | 7,954 | $248 | 12/31/2023 |
Keystone Financial Group | 7,946 | $248 | 12/31/2023 |
PFF | 7,946 | $248 | 12/31/2023 |
C2C Wealth Management LLC | 7,915 | $248 | 12/31/2023 |
PFF | 7,915 | $248 | 12/31/2023 |
Wintrust Investments LLC | 7,915 | $247 | 12/31/2023 |
PFF | 7,915 | $247 | 12/31/2023 |
Vantage Financial Partners Ltd. Inc. | 7,930 | $247 | 12/31/2023 |
PFF | 7,930 | $247 | 12/31/2023 |
BEAM Asset Management LLC | 7,843 | $245 | 12/31/2023 |
PFF | 7,843 | $245 | 12/31/2023 |
Headlands Technologies LLC | 7,836 | $244 | 12/31/2023 |
PFF | 7,836 | $244 | 12/31/2023 |
Hancock Whitney Corp | 7,779 | $243 | 12/31/2023 |
PFF | 7,779 | $243 | 12/31/2023 |
DLK Investment Management LLC | 7,500 | $242 | 03/31/2024 |
PFF | 7,500 | $242 | 03/31/2024 |
CWA Asset Management Group LLC | 7,751 | $242 | 12/31/2023 |
PFF | 7,751 | $242 | 12/31/2023 |
King Luther Capital Management Corp | 7,692 | $240 | 12/31/2023 |
PFF | 7,692 | $240 | 12/31/2023 |
Archetype Wealth Partners LLC | 7,701 | $240 | 12/31/2023 |
PFF | 7,701 | $240 | 12/31/2023 |
Magnus Financial Group LLC | 7,655 | $239 | 12/31/2023 |
PFF | 7,655 | $239 | 12/31/2023 |
Primoris Wealth Advisors LLC | 7,671 | $239 | 12/31/2023 |
PFF | 7,671 | $239 | 12/31/2023 |
Ledyard National Bank | 7,645 | $238 | 12/31/2023 |
PFF | 7,645 | $238 | 12/31/2023 |
Meridian Wealth Management LLC | 7,358 | $237 | 03/31/2024 |
PFF | 7,358 | $237 | 03/31/2024 |
Samalin Investment Counsel LLC | 7,567 | $236 | 12/31/2023 |
PFF | 7,567 | $236 | 12/31/2023 |
Great Valley Advisor Group Inc. | 7,505 | $234 | 12/31/2023 |
PFF | 7,505 | $234 | 12/31/2023 |
Jamison Private Wealth Management Inc. | 7,511 | $234 | 12/31/2023 |
PFF | 7,511 | $234 | 12/31/2023 |
Arkfeld Wealth Strategies L.L.C. | 7,371 | $232 | 03/31/2024 |
PFF | 7,371 | $232 | 03/31/2024 |
Investment House LLC | 7,448 | $232 | 12/31/2023 |
PFF | 7,448 | $232 | 12/31/2023 |
Edgemoor Investment Advisors Inc. | 7,420 | $231 | 12/31/2023 |
PFF | 7,420 | $231 | 12/31/2023 |
Texas Capital Bank Wealth Management Services Inc. | 7,376 | $230 | 12/31/2023 |
PFF | 7,376 | $230 | 12/31/2023 |
Lateef Investment Management L.P. | 7,115 | $229 | 03/31/2024 |
PFF | 7,115 | $229 | 03/31/2024 |
Measured Wealth Private Client Group LLC | 6,970 | $225 | 03/31/2024 |
PFF | 6,970 | $225 | 03/31/2024 |
Iams Wealth Management LLC | 7,023 | $225 | 03/31/2024 |
PFF | 7,023 | $225 | 03/31/2024 |
Summit Place Financial Advisors LLC | 7,200 | $225 | 12/31/2023 |
PFF | 7,200 | $225 | 12/31/2023 |
Charter Oak Capital Management LLC | 6,960 | $224 | 03/31/2024 |
PFF | 6,960 | $224 | 03/31/2024 |
Greenwich Wealth Management LLC | 7,171 | $224 | 12/31/2023 |
PFF | 7,171 | $224 | 12/31/2023 |
VisionPoint Advisory Group LLC | 7,166 | $224 | 12/31/2023 |
PFF | 7,166 | $224 | 12/31/2023 |
Lazari Capital Management Inc. | 7,158 | $223 | 12/31/2023 |
PFF | 7,158 | $223 | 12/31/2023 |
Stonegate Investment Group LLC | 6,874 | $222 | 03/31/2024 |
PFF | 6,874 | $222 | 03/31/2024 |
Glenmede Trust Co. NA | 7,112 | $222 | 12/31/2023 |
PFF | 7,112 | $222 | 12/31/2023 |
Keudell Morrison Wealth Management | 7,093 | $221 | 12/31/2023 |
PFF | 7,093 | $221 | 12/31/2023 |
Verdence Capital Advisors LLC | 6,841 | $220 | 03/31/2024 |
PFF | 6,841 | $220 | 03/31/2024 |
Princeton Capital Management LLC | 7,014 | $219 | 12/31/2023 |
PFF | 7,014 | $219 | 12/31/2023 |
Belpointe Asset Management LLC | 7,031 | $219 | 12/31/2023 |
PFF | 7,031 | $219 | 12/31/2023 |
Prudent Man Advisors LLC | 7,023 | $219 | 12/31/2023 |
PFF | 7,023 | $219 | 12/31/2023 |
Moseley Investment Management Inc. | 6,729 | $217 | 03/31/2024 |
PFF | 6,729 | $217 | 03/31/2024 |
WealthBridge Capital Management LLC | 6,962 | $217 | 12/31/2023 |
PFF | 6,962 | $217 | 12/31/2023 |
Redwood Investment Management LLC | 6,881 | $215 | 12/31/2023 |
PFF | 6,881 | $215 | 12/31/2023 |
Archer Investment Corp | 6,907 | $215 | 12/31/2023 |
PFF | 6,907 | $215 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 6,643 | $214 | 03/31/2024 |
PFF | 6,643 | $214 | 03/31/2024 |
Reik & CO. LLC | 6,850 | $214 | 12/31/2023 |
PFF | 6,850 | $214 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 6,826 | $213 | 12/31/2023 |
PFF | 6,826 | $213 | 12/31/2023 |
J. W. Coons Advisors LLC | 6,830 | $213 | 12/31/2023 |
PFF | 6,830 | $213 | 12/31/2023 |
Schonfeld Strategic Advisors LLC | 6,794 | $212 | 12/31/2023 |
PFF | 6,794 | $212 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 6,758 | $211 | 12/31/2023 |
PFF | 6,758 | $211 | 12/31/2023 |
Bleakley Financial Group LLC | 6,774 | $211 | 12/31/2023 |
PFF | 6,774 | $211 | 12/31/2023 |
Betterment LLC | 6,723 | $210 | 12/31/2023 |
PFF | 6,723 | $210 | 12/31/2023 |
Rockland Trust Co. | 6,470 | $209 | 03/31/2024 |
PFF | 6,470 | $209 | 03/31/2024 |
Everpar Advisors LLC | 6,500 | $209 | 03/31/2024 |
PFF | 6,500 | $209 | 03/31/2024 |
Financial Management Professionals Inc. | 6,445 | $208 | 03/31/2024 |
PFF | 6,445 | $208 | 03/31/2024 |
Verus Capital Partners LLC | 6,622 | $207 | 12/31/2023 |
PFF | 6,622 | $207 | 12/31/2023 |
Tyler Stone Wealth Management | 6,645 | $207 | 12/31/2023 |
PFF | 6,645 | $207 | 12/31/2023 |
Harbour Capital Advisors LLC | 6,420 | $205 | 03/31/2024 |
PFF | 6,420 | $205 | 03/31/2024 |
Kohmann Bosshard Financial Services LLC | 6,376 | $205 | 03/31/2024 |
PFF | 6,376 | $205 | 03/31/2024 |
Madison Park Capital Advisors LLC | 6,371 | $205 | 03/31/2024 |
PFF | 6,371 | $205 | 03/31/2024 |
Wealth Dimensions Group Ltd. | 6,564 | $205 | 12/31/2023 |
PFF | 6,564 | $205 | 12/31/2023 |
Townsquare Capital LLC | 6,553 | $204 | 12/31/2023 |
PFF | 6,553 | $204 | 12/31/2023 |
Clear Creek Financial Management LLC | 6,552 | $204 | 12/31/2023 |
PFF | 6,552 | $204 | 12/31/2023 |
Carl P. Sherr & Co. LLC | 6,485 | $202 | 12/31/2023 |
PFF | 6,485 | $202 | 12/31/2023 |
GenTrust LLC | 6,225 | $201 | 03/31/2024 |
PFF | 6,225 | $201 | 03/31/2024 |
Waterloo Capital L.P. | 6,452 | $201 | 12/31/2023 |
PFF | 6,452 | $201 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 6,413 | $200 | 12/31/2023 |
PFF | 6,413 | $200 | 12/31/2023 |
Family Asset Management LLC | 6,365 | $199 | 12/31/2023 |
PFF | 6,365 | $199 | 12/31/2023 |
Icon Wealth Advisors LLC | 6,182 | $193 | 12/31/2023 |
PFF | 6,182 | $193 | 12/31/2023 |
New England Asset Management Inc. | 6,000 | $187 | 12/31/2023 |
PFF | 6,000 | $187 | 12/31/2023 |
Sound Income Strategies LLC | 5,743 | $185 | 03/31/2024 |
PFF | 5,743 | $185 | 03/31/2024 |
GeoWealth Management LLC | 5,558 | $174 | 12/31/2023 |
PFF | 5,558 | $174 | 12/31/2023 |
Colonial Trust Co SC | 5,389 | $168 | 12/31/2023 |
PFF | 5,389 | $168 | 12/31/2023 |
Live Oak Investment Partners | 5,068 | $158 | 12/31/2023 |
PFF | 5,068 | $158 | 12/31/2023 |
O Dell Group LLC | 4,933 | $154 | 12/31/2023 |
PFF | 4,933 | $154 | 12/31/2023 |
JTC Employer Solutions Trusteee Ltd | 4,600 | $149 | 03/31/2024 |
PFF | 4,600 | $149 | 03/31/2024 |
Founders Financial Alliance LLC | 4,647 | $145 | 12/31/2023 |
PFF | 4,647 | $145 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 4,936 | $140 | 12/31/2023 |
PFF | 4,936 | $140 | 12/31/2023 |
McClarren Financial Advisors Inc. | 4,342 | $135 | 12/31/2023 |
PFF | 4,342 | $135 | 12/31/2023 |
Focused Wealth Management Inc | 4,292 | $134 | 12/31/2023 |
PFF | 4,292 | $134 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 4,284 | $134 | 12/31/2023 |
PFF | 4,284 | $134 | 12/31/2023 |
Nvwm LLC | 4,254 | $133 | 12/31/2023 |
PFF | 4,254 | $133 | 12/31/2023 |
Able Wealth Management LLC | 4,208 | $131 | 12/31/2023 |
PFF | 4,208 | $131 | 12/31/2023 |
EPG Wealth Management LLC | 4,115 | $130 | 12/31/2023 |
PFF | 4,115 | $130 | 12/31/2023 |
BOK Financial Private Wealth Inc. | 4,148 | $129 | 12/31/2023 |
PFF | 4,148 | $129 | 12/31/2023 |
AdvisorNet Financial Inc | 3,938 | $127 | 03/31/2024 |
PFF | 3,938 | $127 | 03/31/2024 |
ORG Partners LLC | 4,056 | $127 | 12/31/2023 |
PFF | 4,056 | $127 | 12/31/2023 |
Fairfield Bush & CO. | 3,900 | $122 | 12/31/2023 |
PFF | 3,900 | $122 | 12/31/2023 |
Hollencrest Capital Management | 3,909 | $122 | 12/31/2023 |
PFF | 3,909 | $122 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 3,781 | $118 | 12/31/2023 |
PFF | 3,781 | $118 | 12/31/2023 |
Union Savings Bank | 3,739 | $117 | 12/31/2023 |
PFF | 3,739 | $117 | 12/31/2023 |
Bogart Wealth LLC | 3,445 | $111 | 03/31/2024 |
PFF | 3,445 | $111 | 03/31/2024 |
Caldwell Sutter Capital Inc. | 3,385 | $109 | 03/31/2024 |
PFF | 3,385 | $109 | 03/31/2024 |
Atwood & Palmer Inc. | 3,275 | $106 | 03/31/2024 |
PFF | 3,275 | $106 | 03/31/2024 |
Capital Investment Advisory Services LLC | 3,274 | $106 | 03/31/2024 |
PFF | 3,274 | $106 | 03/31/2024 |
ZRC Wealth Management LLC | 3,268 | $105 | 03/31/2024 |
PFF | 3,268 | $105 | 03/31/2024 |
Wellington Shields & Co. LLC | 3,260 | $102 | 12/31/2023 |
PFF | 3,260 | $102 | 12/31/2023 |
Atlas Capital Advisors LLC | 3,085 | $99 | 03/31/2024 |
PFF | 3,085 | $99 | 03/31/2024 |
Newbridge Financial Services Group Inc. | 3,061 | $99 | 03/31/2024 |
PFF | 3,061 | $99 | 03/31/2024 |
Householder Group Estate & Retirement Specialist LLC | 3,193 | $99 | 12/31/2023 |
PFF | 3,193 | $99 | 12/31/2023 |
Colonial Trust Advisors | 3,125 | $97 | 12/31/2023 |
PFF | 3,125 | $97 | 12/31/2023 |
CVA Family Office LLC | 2,875 | $93 | 03/31/2024 |
PFF | 2,875 | $93 | 03/31/2024 |
Clearstead Advisors LLC | 2,927 | $91 | 12/31/2023 |
PFF | 2,927 | $91 | 12/31/2023 |
Westside Investment Management Inc. | 2,708 | $87 | 03/31/2024 |
PFF | 2,708 | $87 | 03/31/2024 |
Aptus Capital Advisors LLC | 2,584 | $81 | 12/31/2023 |
PFF | 2,584 | $81 | 12/31/2023 |
Activest Wealth Management | 2,482 | $80 | 03/31/2024 |
PFF | 2,482 | $80 | 03/31/2024 |
Emfo LLC | 2,550 | $80 | 12/31/2023 |
PFF | 2,550 | $80 | 12/31/2023 |
WealthShield Partners LLC | 2,521 | $79 | 12/31/2023 |
PFF | 2,521 | $79 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 2,430 | $78 | 03/31/2024 |
PFF | 2,430 | $78 | 03/31/2024 |
O Shaughnessy Asset Management LLC | 2,501 | $78 | 12/31/2023 |
PFF | 2,501 | $78 | 12/31/2023 |
Tsfg LLC | 2,347 | $76 | 03/31/2024 |
PFF | 2,347 | $76 | 03/31/2024 |
PrairieView Partners LLC | 2,389 | $75 | 12/31/2023 |
PFF | 2,389 | $75 | 12/31/2023 |
Spotlight Asset Group Inc. | 2,500 | $75 | 12/31/2023 |
PFF | 2,500 | $75 | 12/31/2023 |
LM Advisors LLC | 2,335 | $73 | 12/31/2023 |
PFF | 2,335 | $73 | 12/31/2023 |
First Manhattan Co. | 2,316 | $72 | 12/31/2023 |
PFF | 2,316 | $72 | 12/31/2023 |
ICA Group Wealth Management LLC | 2,252 | $70 | 12/31/2023 |
PFF | 2,252 | $70 | 12/31/2023 |
PSI Advisors LLC | 2,122 | $68 | 03/31/2024 |
PFF | 2,122 | $68 | 03/31/2024 |
Register Financial Advisors LLC | 2,077 | $67 | 03/31/2024 |
PFF | 2,077 | $67 | 03/31/2024 |
Capital Management Associates NY | 2,148 | $67 | 12/31/2023 |
PFF | 2,148 | $67 | 12/31/2023 |
Fortis Group Advisors LLC | 2,040 | $64 | 12/31/2023 |
PFF | 2,040 | $64 | 12/31/2023 |
Webster Bank N. A. | 1,867 | $60 | 03/31/2024 |
PFF | 1,867 | $60 | 03/31/2024 |
Oakworth Capital Inc. | 1,833 | $59 | 03/31/2024 |
PFF | 1,833 | $59 | 03/31/2024 |
Hazlett Burt & Watson Inc. | 1,862 | $59 | 12/31/2023 |
PFF | 1,862 | $59 | 12/31/2023 |
Woodmont Investment Counsel LLC | 1,798 | $58 | 03/31/2024 |
PFF | 1,798 | $58 | 03/31/2024 |
Future Financial Wealth Managment LLC | 1,750 | $56 | 03/31/2024 |
PFF | 1,750 | $56 | 03/31/2024 |
UMB Bank N A MO | 1,782 | $56 | 12/31/2023 |
PFF | 1,782 | $56 | 12/31/2023 |
Private Wealth Management Group LLC | 1,800 | $56 | 12/31/2023 |
PFF | 1,800 | $56 | 12/31/2023 |
Pacifica Partners Inc. | 1,695 | $55 | 03/31/2024 |
PFF | 1,695 | $55 | 03/31/2024 |
Nalls Sherbakoff Group LLC | 1,750 | $55 | 12/31/2023 |
PFF | 1,750 | $55 | 12/31/2023 |
LGT Financial Advisors LLC | 1,706 | $53 | 12/31/2023 |
PFF | 1,706 | $53 | 12/31/2023 |
LFA Lugano Financial Advisors SA | 1,662 | $52 | 12/31/2023 |
PFF | 1,662 | $52 | 12/31/2023 |
Princeton Global Asset Management LLC | 1,650 | $51 | 12/31/2023 |
PFF | 1,650 | $51 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 1,500 | $48 | 03/31/2024 |
PFF | 1,500 | $48 | 03/31/2024 |
Howe & Rusling Inc. | 1,502 | $47 | 12/31/2023 |
PFF | 1,502 | $47 | 12/31/2023 |
Larson Financial Group LLC | 1,513 | $47 | 12/31/2023 |
PFF | 1,513 | $47 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 1,406 | $45 | 03/31/2024 |
PFF | 1,406 | $45 | 03/31/2024 |
Wellington Shields Capital Management LLC | 1,427 | $45 | 12/31/2023 |
PFF | 1,427 | $45 | 12/31/2023 |
Syntax Research Inc. | 1,458 | $45 | 12/31/2023 |
PFF | 1,458 | $45 | 12/31/2023 |
Northwest Financial Advisors | 1,432 | $45 | 12/31/2023 |
PFF | 1,432 | $45 | 12/31/2023 |
JDM Financial Group LLC | 1,405 | $44 | 12/31/2023 |
PFF | 1,405 | $44 | 12/31/2023 |
Cambridge Trust Co. | 1,375 | $43 | 12/31/2023 |
PFF | 1,375 | $43 | 12/31/2023 |
Trifecta Capital Advisors LLC | 1,310 | $42 | 03/31/2024 |
PFF | 1,310 | $42 | 03/31/2024 |
Oliver Lagore Vanvalin Investment Group | 1,358 | $42 | 12/31/2023 |
PFF | 1,358 | $42 | 12/31/2023 |
Pflug Koory LLC | 1,271 | $41 | 03/31/2024 |
PFF | 1,271 | $41 | 03/31/2024 |
Chilton Capital Management LLC | 1,273 | $40 | 12/31/2023 |
PFF | 1,273 | $40 | 12/31/2023 |
Vima LLC | 1,290 | $40 | 12/31/2023 |
PFF | 1,290 | $40 | 12/31/2023 |
Sanctuary Wealth Management L.L.C. | 1,230 | $38 | 12/31/2023 |
PFF | 1,230 | $38 | 12/31/2023 |
Front Row Advisors LLC | 1,159 | $36 | 12/31/2023 |
PFF | 1,159 | $36 | 12/31/2023 |
Bradley & Co. Private Wealth Management LLC | 1,143 | $36 | 12/31/2023 |
PFF | 1,143 | $36 | 12/31/2023 |
Providence Capital Advisors LLC | 1,123 | $35 | 12/31/2023 |
PFF | 1,123 | $35 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | 1,131 | $35 | 12/31/2023 |
PFF | 1,131 | $35 | 12/31/2023 |
M&R Capital Management Inc. | 950 | $31 | 03/31/2024 |
PFF | 950 | $31 | 03/31/2024 |
Islay Capital Management LLC | 1,000 | $31 | 12/31/2023 |
PFF | 1,000 | $31 | 12/31/2023 |
McIlrath & Eck LLC | 970 | $30 | 12/31/2023 |
PFF | 970 | $30 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 962 | $30 | 12/31/2023 |
PFF | 962 | $30 | 12/31/2023 |
Beacon Capital Management LLC | 1,009 | $30 | 12/31/2023 |
PFF | 1,009 | $30 | 12/31/2023 |
Smartleaf Asset Management LLC | 938 | $30 | 12/31/2023 |
PFF | 938 | $30 | 12/31/2023 |
Sachetta LLC | 950 | $30 | 12/31/2023 |
PFF | 950 | $30 | 12/31/2023 |
CGC Financial Services LLC | 911 | $29 | 03/31/2024 |
PFF | 911 | $29 | 03/31/2024 |
Salomon & Ludwin LLC | 969 | $29 | 12/31/2023 |
PFF | 969 | $29 | 12/31/2023 |
Signaturefd LLC | 900 | $28 | 12/31/2023 |
PFF | 900 | $28 | 12/31/2023 |
Bellevue Asset Management LLC | 898 | $28 | 12/31/2023 |
PFF | 898 | $28 | 12/31/2023 |
Concord Wealth Partners | 883 | $28 | 12/31/2023 |
PFF | 883 | $28 | 12/31/2023 |
Addison Advisors LLC | 889 | $28 | 12/31/2023 |
PFF | 889 | $28 | 12/31/2023 |
Brown Brothers Harriman & Co. | 850 | $27 | 12/31/2023 |
PFF | 850 | $27 | 12/31/2023 |
Banque Cantonale Vaudoise | 800 | $26 | 03/31/2024 |
PFF | 800 | $26 | 03/31/2024 |
Beaird Harris Wealth Management LLC | 845 | $26 | 12/31/2023 |
PFF | 845 | $26 | 12/31/2023 |
S.A. Mason LLC | 740 | $24 | 03/31/2024 |
PFF | 740 | $24 | 03/31/2024 |
Game Plan Financial Advisors LLC | 750 | $24 | 03/31/2024 |
PFF | 750 | $24 | 03/31/2024 |
HM Payson & Co. | 700 | $22 | 12/31/2023 |
PFF | 700 | $22 | 12/31/2023 |
Oxford Financial Group Ltd. | 700 | $22 | 12/31/2023 |
PFF | 700 | $22 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 693 | $22 | 12/31/2023 |
PFF | 693 | $22 | 12/31/2023 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 635 | $20 | 03/31/2024 |
PFF | 635 | $20 | 03/31/2024 |
Gables Capital Management Inc. | 610 | $19 | 12/31/2023 |
PFF | 610 | $19 | 12/31/2023 |
Truvestments Capital LLC | 600 | $19 | 12/31/2023 |
PFF | 600 | $19 | 12/31/2023 |
CoreFirst Bank & Trust | 600 | $19 | 12/31/2023 |
PFF | 600 | $19 | 12/31/2023 |
New England Capital Financial Advisors LLC | 595 | $19 | 12/31/2023 |
PFF | 595 | $19 | 12/31/2023 |
Tidemark LLC | 621 | $19 | 12/31/2023 |
PFF | 621 | $19 | 12/31/2023 |
JJJ Advisors Inc. | 557 | $18 | 03/31/2024 |
PFF | 557 | $18 | 03/31/2024 |
Retirement Group LLC | 540 | $17 | 12/31/2023 |
PFF | 540 | $17 | 12/31/2023 |
Godsey & Gibb Associates | 500 | $16 | 03/31/2024 |
PFF | 500 | $16 | 03/31/2024 |
Horrell Capital Management Inc. | 500 | $16 | 03/31/2024 |
PFF | 500 | $16 | 03/31/2024 |
Rockbridge Investment Management LCC | 516 | $16 | 12/31/2023 |
PFF | 516 | $16 | 12/31/2023 |
Nemes Rush Group LLC | 520 | $16 | 12/31/2023 |
PFF | 520 | $16 | 12/31/2023 |
Byrne Asset Management LLC | 475 | $15 | 03/31/2024 |
PFF | 475 | $15 | 03/31/2024 |
Quadrant Capital Group LLC | 481 | $15 | 12/31/2023 |
PFF | 481 | $15 | 12/31/2023 |
Ambassador Advisors LLC | 465 | $15 | 12/31/2023 |
PFF | 465 | $15 | 12/31/2023 |
Core Wealth Advisors Inc. | 467 | $15 | 12/31/2023 |
PFF | 467 | $15 | 12/31/2023 |
Prestige Wealth Management Group LLC | 493 | $15 | 12/31/2023 |
PFF | 493 | $15 | 12/31/2023 |
Rise Advisors LLC | 444 | $14 | 03/31/2024 |
PFF | 444 | $14 | 03/31/2024 |
Robbins Farley LLC | 436 | $14 | 03/31/2024 |
PFF | 436 | $14 | 03/31/2024 |
First United Bank Trust | 450 | $14 | 12/31/2023 |
PFF | 450 | $14 | 12/31/2023 |
Northwest Capital Management Inc | 395 | $13 | 03/31/2024 |
PFF | 395 | $13 | 03/31/2024 |
Hobbs Group Advisors LLC | 385 | $12 | 12/31/2023 |
PFF | 385 | $12 | 12/31/2023 |
OLD Second National Bank of Aurora | 350 | $11 | 12/31/2023 |
PFF | 350 | $11 | 12/31/2023 |
AllSquare Wealth Management LLC | 358 | $11 | 12/31/2023 |
PFF | 358 | $11 | 12/31/2023 |
Element Wealth LLC | 351 | $11 | 12/31/2023 |
PFF | 351 | $11 | 12/31/2023 |
Bfsg LLC | 300 | $10 | 03/31/2024 |
PFF | 300 | $10 | 03/31/2024 |
Winch Advisory Services LLC | 333 | $10 | 12/31/2023 |
PFF | 333 | $10 | 12/31/2023 |
AlphaCore Capital LLC | 320 | $10 | 12/31/2023 |
PFF | 320 | $10 | 12/31/2023 |
Aspect Partners LLC | 334 | $10 | 12/31/2023 |
PFF | 334 | $10 | 12/31/2023 |
Caitlin John LLC | 318 | $10 | 12/31/2023 |
PFF | 318 | $10 | 12/31/2023 |
Gs Investments Inc. | 300 | $9 | 12/31/2023 |
PFF | 300 | $9 | 12/31/2023 |
Thompson Investment Management Inc. | 250 | $8 | 03/31/2024 |
PFF | 250 | $8 | 03/31/2024 |
Woodard & Co. Asset Management Group Inc. ADV | 250 | $8 | 12/31/2023 |
PFF | 250 | $8 | 12/31/2023 |
EverSource Wealth Advisors LLC | 254 | $8 | 12/31/2023 |
PFF | 254 | $8 | 12/31/2023 |
FWL Investment Management LLC | 242 | $8 | 12/31/2023 |
PFF | 242 | $8 | 12/31/2023 |
Richardson Financial Services Inc. | 247 | $8 | 12/31/2023 |
PFF | 247 | $8 | 12/31/2023 |
Financial Perspectives Inc | 232 | $7 | 03/31/2024 |
PFF | 232 | $7 | 03/31/2024 |
Planned Solutions Inc. | 210 | $7 | 12/31/2023 |
PFF | 210 | $7 | 12/31/2023 |
Angeles Investment Advisors LLC | 200 | $6 | 12/31/2023 |
PFF | 200 | $6 | 12/31/2023 |
JFS Wealth Advisors LLC | 185 | $6 | 12/31/2023 |
PFF | 185 | $6 | 12/31/2023 |
Ballast Advisors LLC | 200 | $6 | 12/31/2023 |
PFF | 200 | $6 | 12/31/2023 |
Impact Partnership Wealth LLC | 200 | $6 | 12/31/2023 |
PFF | 200 | $6 | 12/31/2023 |
Venturi Wealth Management LLC | 159 | $5 | 03/31/2024 |
PFF | 159 | $5 | 03/31/2024 |
Anchor Investment Management LLC | 150 | $5 | 12/31/2023 |
PFF | 150 | $5 | 12/31/2023 |
Glassman Wealth Services | 159 | $5 | 12/31/2023 |
PFF | 159 | $5 | 12/31/2023 |
Cornerstone Planning Group LLC | 160 | $5 | 12/31/2023 |
PFF | 160 | $5 | 12/31/2023 |
Versant Capital Management Inc | 129 | $4 | 03/31/2024 |
PFF | 129 | $4 | 03/31/2024 |
Wolff Wiese Magana LLC | 112 | $4 | 03/31/2024 |
PFF | 112 | $4 | 03/31/2024 |
Piscataqua Savings Bank | 134 | $4 | 03/31/2024 |
PFF | 134 | $4 | 03/31/2024 |
Tower Research Capital LLC TRC | 130 | $4 | 12/31/2023 |
PFF | 130 | $4 | 12/31/2023 |
CNB Bank | 140 | $4 | 12/31/2023 |
PFF | 140 | $4 | 12/31/2023 |
Cutler Group LP | $3 | 03/31/2024 | |
Call | 3,500 | $3 | 03/31/2024 |
Put | 2,400 | $0 | 03/31/2024 |
Bank of New Hampshire | 86 | $3 | 03/31/2024 |
PFF | 86 | $3 | 03/31/2024 |
Wolverine Asset Management LLC | 100 | $3 | 12/31/2023 |
PFF | 100 | $3 | 12/31/2023 |
Lee Financial Co | 100 | $3 | 12/31/2023 |
PFF | 100 | $3 | 12/31/2023 |
JNBA Financial Advisors | 94 | $3 | 12/31/2023 |
PFF | 94 | $3 | 12/31/2023 |
Perkins Coie Trust Co | 50 | $2 | 03/31/2024 |
PFF | 50 | $2 | 03/31/2024 |
Solstein Capital LLC | 60 | $2 | 03/31/2024 |
PFF | 60 | $2 | 03/31/2024 |
Cedar Mountain Advisors LLC | 52 | $2 | 03/31/2024 |
PFF | 52 | $2 | 03/31/2024 |
PayPay Securities Corp | 71 | $2 | 03/31/2024 |
PFF | 71 | $2 | 03/31/2024 |
Horizon Investments LLC | 53 | $2 | 12/31/2023 |
PFF | 53 | $2 | 12/31/2023 |
Raleigh Capital Management Inc. | 57 | $2 | 12/31/2023 |
PFF | 57 | $2 | 12/31/2023 |
Global Wealth Strategies & Associates | 24 | $1 | 03/31/2024 |
PFF | 24 | $1 | 03/31/2024 |
Creative Capital Management Investments LLC | 33 | $1 | 03/31/2024 |
PFF | 33 | $1 | 03/31/2024 |
Dunhill Financial LLC | 46 | $1 | 12/31/2023 |
PFF | 46 | $1 | 12/31/2023 |
Davis Capital Management | 10 | $0 | 03/31/2024 |
PFF | 10 | $0 | 03/31/2024 |
Iron Horse Wealth Management LLC | 8 | $0 | 03/31/2024 |
PFF | 8 | $0 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 12 | $0 | 03/31/2024 |
PFF | 12 | $0 | 03/31/2024 |
Fortis Advisors LLC | 1 | $0 | 12/31/2023 |
PFF | 1 | $0 | 12/31/2023 |
Semmax Financial Advisors Inc. | 14 | $0 | 12/31/2023 |
PFF | 14 | $0 | 12/31/2023 |
Running Point Capital Advisors LLC | 0 | $0 | 12/31/2023 |
PFF | 0 | $0 | 12/31/2023 |
New Millennium Group LLC | 10 | $0 | 12/31/2023 |
PFF | 10 | $0 | 12/31/2023 |
Cape Investment Advisory Inc. | 12 | $0 | 12/31/2023 |
PFF | 12 | $0 | 12/31/2023 |
Creekmur Asset Management LLC | 8 | $0 | 12/31/2023 |
PFF | 8 | $0 | 12/31/2023 |
Susquehanna International Group LLP | $-140 | 12/31/2023 | |
Put | 288,900 | $9,011 | 12/31/2023 |
Call | 267,100 | $8,331 | 12/31/2023 |
PFF | 17,313 | $540 | 12/31/2023 |
Prelude Capital Management LLC | $-234 | 12/31/2023 | |
Put | 7,500 | $234 | 12/31/2023 |
Wolverine Trading LLC | $-284 | 12/31/2023 | |
Put | 45,900 | $1,432 | 12/31/2023 |
Call | 36,800 | $1,148 | 12/31/2023 |
Qube Research & Technologies Ltd | $-387 | 12/31/2023 | |
Put | 12,400 | $387 | 12/31/2023 |
Colony Capital Inc. | $-1,135 | 12/31/2023 | |
Put | 36,400 | $1,135 | 12/31/2023 |
Healthcare of Ontario Pension Plan Trust Fund | $-3,119 | 12/31/2023 | |
Put | 100,000 | $3,119 | 12/31/2023 |
HG Vora Capital Management LLC | 2,500,000 | $-5,275 | 12/31/2023 |
Put | 2,500,000 | $5,275 | 12/31/2023 |
See Summary: Institutional Holders of PFF
See Details: Top 10 Hedge Funds Holding PFF
Also See: PFF Holdings Changes
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