| Sep 30, 2025 | GILLILAND JETER WEALTH MANAGEMENT LLC | 0.03% | 25.67K | 696.39K | 286 | +1.13% |
| Sep 30, 2025 | EXCEL SECURITIES & ASSOCIATES, INC. | 0.03% | 28.05K | 761K | 0 | 0 |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.03% | 28.55K | 774.56K | 0 | 0 |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.03% | 31.16K | 845K | -25.55K | -45.06% |
| Sep 30, 2025 | STEPHENS INC /AR/ | 0.04% | 33.21K | 901.06K | -40 | -0.12% |
| Sep 30, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.04% | 34.58K | 938.18K | 34.58K | +100.00% |
| Sep 30, 2025 | PRIVATE WEALTH PARTNERS, LLC | 0.12% | 110.41K | 3M | -3K | -2.65% |
| Sep 30, 2025 | D.A. DAVIDSON & CO. | 0.04% | 35.01K | 949.82K | 0 | 0 |
| Sep 30, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.76% | 685.07K | 18.59M | 52.2K | +8.25% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 1.45% | 1.31M | 35.57M | 49.95K | +3.96% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.15% | 137.18K | 3.72M | -49.57K | -26.54% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.18% | 163.36K | 4.44M | 4.14K | +2.60% |
| Sep 30, 2025 | DAKOTA WEALTH MANAGEMENT | 0.04% | 37.62K | 1.02M | -95 | -0.25% |
| Sep 30, 2025 | STOLPER CO | 0.05% | 41.44K | 1.12M | -123 | -0.30% |
| Sep 30, 2025 | 180 WEALTH ADVISORS, LLC | 0.05% | 42.92K | 1.16M | 405 | +0.95% |
| Sep 30, 2025 | KENNEDY INVESTMENT GROUP | 0.05% | 43.12K | 1.17M | -98 | -0.23% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 47.48K | 1.28M | 3.96K | +9.10% |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.19% | 167.31K | 4.54M | -69.65K | -29.39% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.33% | 300.93K | 8.16M | 2.12K | +0.71% |
| Sep 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0.56% | 504.38K | 13.68M | 7.01K | +1.41% |
| Sep 30, 2025 | CAPSTONE INVESTMENT ADVISORS, LLC | 0.29% | 262.24K | 7.11M | 0 | 0 |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.59% | 536.68K | 14.56M | -19.03K | -3.42% |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.06% | 51.32K | 1.39M | 7.19K | +16.29% |
| Sep 30, 2025 | QUANTEDGE CAPITAL PTE LTD | 0.06% | 51.94K | 1.41M | -75.3K | -59.18% |
| Sep 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.06% | 52.38K | 1.42M | 4.83K | +10.15% |
| Sep 30, 2025 | GUGGENHEIM CAPITAL LLC | 0.06% | 53.66K | 1.46M | -2.2K | -3.95% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.06% | 54.3K | 1.47M | 16K | +41.79% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.57% | 519.5K | 14.09M | 16.92K | +3.37% |
| Sep 30, 2025 | OPPENHEIMER & CO INC | 0.19% | 169.2K | 4.59M | 3.3K | +1.99% |
| Sep 30, 2025 | BULLDOG INVESTORS, LLP | 0.33% | 300.8K | 8.16M | -233 | -0.08% |
| Sep 30, 2025 | KARPUS MANAGEMENT, INC. | 1.93% | 1.75M | 47.37M | -41.91K | -2.34% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.06% | 58.03K | 1.57M | -3.7K | -5.99% |
| Sep 30, 2025 | COMERICA BANK | 0.07% | 60.59K | 1.64M | -36 | -0.06% |
| Sep 30, 2025 | 1607 CAPITAL PARTNERS, LLC | 0.1% | 92.05K | 2.5M | -25.28K | -21.55% |
| Sep 30, 2025 | THOMAS J. HERZFELD ADVISORS, INC. | 0.11% | 95.14K | 2.58M | 94.91K | +40,732.62% |
| Sep 30, 2025 | UBS GROUP AG | 0.14% | 122.36K | 3.32M | -5.25K | -4.11% |
| Sep 30, 2025 | VERITION FUND MANAGEMENT LLC | 0.15% | 133.43K | 3.62M | 0 | 0 |
| Sep 30, 2025 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.15% | 133.96K | 3.63M | 15.59K | +13.17% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.29% | 258.28K | 7.01M | 9.83K | +3.96% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.59% | 535.91K | 14.54M | -84.67K | -13.64% |
| Sep 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 0.69% | 622.56K | 16.89M | 0 | 0 |
| Sep 30, 2025 | GABELLI & CO INVESTMENT ADVISERS, INC. | 0.69% | 626K | 16.98M | 0 | 0 |
| Sep 30, 2025 | LEVEL FOUR ADVISORY SERVICES, LLC | 0.02% | 15.35K | 416.5K | 32 | +0.21% |
| Sep 30, 2025 | DAVENPORT & CO LLC | 0.02% | 16.45K | 446.24K | 0 | 0 |
| Sep 30, 2025 | SUMMIT FINANCIAL, LLC | 0.07% | 61.92K | 1.68M | 1.53K | +2.53% |
| Sep 30, 2025 | CULLEN/FROST BANKERS, INC. | 0.02% | 16.65K | 451.72K | 0 | 0 |
| Sep 30, 2025 | GABLES CAPITAL MANAGEMENT INC. | 0.02% | 16.7K | 453.07K | -600 | -3.47% |
| Sep 30, 2025 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 0.02% | 17K | 461.21K | -1.3K | -7.10% |
| Sep 30, 2025 | PROSPERA FINANCIAL SERVICES INC | 0.08% | 75.1K | 2.04M | 8.75K | +13.19% |
| Sep 30, 2025 | SILVERLAKE WEALTH MANAGEMENT LLC | 0.09% | 80.84K | 2.19M | -95 | -0.12% |
| Sep 30, 2025 | LIVE OAK PRIVATE WEALTH LLC | 0.1% | 91.22K | 2.47M | 0 | 0 |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.48% | 1.34M | 36.39M | -17.68K | -1.30% |
| Sep 30, 2025 | MSH CAPITAL ADVISORS LLC | 0.11% | 99.22K | 2.69M | 9.93K | +11.13% |
| Sep 30, 2025 | FIRST TRUST ADVISORS LP | 0.13% | 119.45K | 3.24M | 12.3K | +11.48% |
| Sep 30, 2025 | COHEN & STEERS, INC. | 0.37% | 337.89K | 9.17M | 41K | +13.81% |
| Sep 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.21% | 187.19K | 5.08M | -1.55K | -0.82% |
| Sep 30, 2025 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.04% | 35.19K | 954.74K | 171 | +0.49% |
| Sep 30, 2025 | SABA CAPITAL MANAGEMENT, L.P. | 6.77% | 6.11M | 165.88M | -653.84K | -9.66% |
| Sep 30, 2025 | MORGAN STANLEY | 9.26% | 8.36M | 226.92M | 4.33K | +0.05% |
| Sep 30, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.06% | 57.69K | 1.57M | 5.63K | +10.82% |
| Sep 30, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.08% | 73.78K | 2M | 18.82K | +34.24% |
| Sep 30, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.08% | 73.85K | 2M | -4.38K | -5.60% |
| Sep 30, 2025 | CREATIVE PLANNING | 0.04% | 36.15K | 980.72K | -591 | -1.61% |
| Sep 30, 2025 | NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 0.02% | 17.34K | 470.46K | 15.04K | +653.96% |
| Sep 30, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.02% | 18.06K | 490.08K | 18.06K | +100.00% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.02% | 18.74K | 508.29K | -91.75K | -83.04% |
| Sep 30, 2025 | INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 0.02% | 19.32K | 524.23K | -384 | -1.95% |
| Sep 30, 2025 | READYSTATE ASSET MANAGEMENT LP | 0.02% | 19.81K | 537.55K | -7.36K | -27.08% |
| Sep 30, 2025 | CSS LLC/IL | 0.02% | 20.1K | 545.34K | -12.56K | -38.45% |
| Sep 30, 2025 | SIGMA PLANNING CORP | 0.02% | 20.15K | 546.54K | 221 | +1.11% |
| Sep 30, 2025 | MALTIN WEALTH MANAGEMENT, INC. | 0.03% | 24.35K | 660.67K | 123 | +0.51% |
| Jun 30, 2025 | WAVERLY ADVISORS, LLC | 0.04% | 33.19K | 863.17K | -1.16K | -3.37% |
| Jun 30, 2025 | COLONY GROUP, LLC | 0.04% | 34.44K | 895.72K | 603 | +1.78% |
| Jun 30, 2025 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.04% | 35.02K | 910.86K | -1.81K | -4.92% |
| Jun 30, 2025 | FIRST TRUST ADVISORS LP | 0.12% | 107.15K | 2.79M | 2.14K | +2.03% |
| Jun 30, 2025 | LIVE OAK PRIVATE WEALTH LLC | 0.1% | 91.22K | 2.37M | 0 | 0 |
| Jun 30, 2025 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0.08% | 70.74K | 1.84M | 13.96K | +24.58% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.07% | 61.73K | 1.61M | -14.15K | -18.65% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.06% | 56.71K | 1.48M | 1.05K | +1.88% |
| Jun 30, 2025 | GUGGENHEIM CAPITAL LLC | 0.06% | 55.86K | 1.45M | 296 | +0.53% |
| Jun 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.05% | 44.13K | 1.15M | -3.83K | -7.99% |
| Jun 30, 2025 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.04% | 36.18K | 940.94K | -9.48K | -20.76% |
| Jun 30, 2025 | PARK AVENUE SECURITIES LLC | 0.09% | 83.53K | 2.17M | -4K | -4.57% |
| Jun 30, 2025 | SILVERLAKE WEALTH MANAGEMENT LLC | 0.09% | 80.93K | 2.11M | 2.5K | +3.18% |
| Jun 30, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.06% | 54.96K | 1.43M | 31.75K | +136.81% |
| Jun 30, 2025 | KARPUS MANAGEMENT, INC. | 2% | 1.79M | 46.51M | 15.3K | +0.86% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.52% | 1.36M | 35.35M | 31.02K | +2.34% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.62% | 555.7K | 14.45M | 4.46K | +0.81% |
| Jun 30, 2025 | BULLDOG INVESTORS, LLP | 0.34% | 301.03K | 7.83M | -200 | -0.07% |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.18% | 159.22K | 4.24M | -9.6K | -5.69% |
| Jun 30, 2025 | 1607 CAPITAL PARTNERS, LLC | 0.13% | 117.33K | 3.05M | -9.3K | -7.34% |
| Jun 30, 2025 | PRIVATE WEALTH PARTNERS, LLC | 0.13% | 113.41K | 2.95M | -12.5K | -9.93% |
| Jun 30, 2025 | | 0.1% | 89.28K | 2.32M | 6.25K | +7.53% |
| Jun 30, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.06% | 52.05K | 1.35M | 22.85K | +78.26% |
| Jun 30, 2025 | KENNEDY INVESTMENT GROUP | 0.05% | 43.21K | 1.12M | 112 | +0.26% |
| Jun 30, 2025 | DAKOTA WEALTH MANAGEMENT | 0.04% | 37.71K | 980.92K | 2.5K | +7.10% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.04% | 36.45K | 948.06K | -404 | -1.10% |
| Jun 30, 2025 | COMERICA BANK | 0.07% | 60.62K | 1.58M | -4.07K | -6.29% |
| Jun 30, 2025 | SUMMIT FINANCIAL, LLC | 0.07% | 60.39K | 1.57M | 16.72K | +38.29% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 43.52K | 1.13M | 6.15K | +16.46% |
| Jun 30, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.09% | 78.24K | 2.03M | -1.82K | -2.27% |
| Jun 30, 2025 | MSH CAPITAL ADVISORS LLC | 0.1% | 89.28K | 2.32M | 6.25K | +7.53% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.12% | 110.49K | 2.87M | -3.55K | -3.11% |
| Jun 30, 2025 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.13% | 118.37K | 3.08M | 5.72K | +5.08% |
| Jun 30, 2025 | QUANTEDGE CAPITAL PTE LTD | 0.14% | 127.24K | 3.31M | -25.3K | -16.59% |
| Jun 30, 2025 | OPPENHEIMER & CO INC | 0.19% | 165.91K | 4.32M | 6.71K | +4.22% |
| Jun 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.21% | 188.74K | 4.91M | 6.22K | +3.41% |
| Jun 30, 2025 | UBS GROUP AG | 0.14% | 127.6K | 3.32M | -3.34K | -2.55% |
| Jun 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.27% | 236.96K | 6.16M | 35.73K | +17.75% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 0.28% | 248.45K | 6.46M | 2.52K | +1.03% |
| Jun 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.33% | 298.81K | 7.77M | 2.16K | +0.73% |
| Jun 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0.56% | 497.37K | 12.94M | 3.07K | +0.62% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.56% | 502.58K | 13.07M | 54.49K | +12.16% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.7% | 620.58K | 16.14M | -32.32K | -4.95% |
| Jun 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 0.7% | 622.56K | 16.19M | -278.28K | -30.89% |
| Jun 30, 2025 | GABELLI & CO INVESTMENT ADVISERS, INC. | 0.7% | 626K | 16.28M | 0 | 0 |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 1.41% | 1.26M | 32.81M | -147.7K | -10.48% |
| Jun 30, 2025 | SABA CAPITAL MANAGEMENT, L.P. | 7.58% | 6.77M | 176.04M | 419.57K | +6.61% |
| Jun 30, 2025 | MORGAN STANLEY | 9.37% | 8.36M | 217.44B | 280.45K | +3.47% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.04% | 38.3K | 996.14K | -3.08K | -7.44% |
| Jun 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.05% | 47.55K | 1.24M | -791 | -1.64% |
| Jun 30, 2025 | PROSPERA FINANCIAL SERVICES INC | 0.07% | 66.35K | 1.73M | 45.06K | +211.72% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.21% | 186.75K | 4.86M | -6.41K | -3.32% |
| Jun 30, 2025 | CAPSTONE INVESTMENT ADVISORS, LLC | 0.29% | 262.24K | 6.82M | 0 | 0 |
| Jun 30, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.71% | 632.87K | 16.46M | 174.39K | +38.04% |
| Jun 30, 2025 | COHEN & STEERS, INC. | 0.33% | 296.89K | 7.72M | 18K | +6.45% |
| Jun 30, 2025 | STOLPER CO | 0.05% | 41.56K | 1.08M | 688 | +1.68% |
| Jun 30, 2025 | 180 WEALTH ADVISORS, LLC | 0.05% | 42.51K | 1.11M | -535 | -1.24% |
| Jun 30, 2025 | VERITION FUND MANAGEMENT LLC | 0.15% | 133.43K | 3.47M | 133.43K | +100.00% |
| Jun 30, 2025 | GABLES CAPITAL MANAGEMENT INC. | 0.02% | 17.3K | 449.97K | -1.88K | -9.78% |
| Jun 30, 2025 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 0.02% | 18.3K | 475.98K | 0 | 0 |
| Jun 30, 2025 | INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 0.02% | 19.71K | 512.59K | 0 | 0 |
| Jun 30, 2025 | SIGMA PLANNING CORP | 0.02% | 19.92K | 518.23K | -239 | -1.19% |
| Jun 30, 2025 | MALTIN WEALTH MANAGEMENT, INC. | 0.03% | 24.23K | 630.2K | -2.12K | -8.05% |
| Jun 30, 2025 | GILLILAND JETER WEALTH MANAGEMENT LLC | 0.03% | 25.38K | 660.22K | 301 | +1.20% |
| Jun 30, 2025 | READYSTATE ASSET MANAGEMENT LP | 0.03% | 27.17K | 706.74K | 9.49K | +53.71% |
| Jun 30, 2025 | EXCEL SECURITIES & ASSOCIATES, INC. | 0.03% | 28.05K | 729.58K | -3.5K | -11.09% |
| Jun 30, 2025 | CSS LLC/IL | 0.04% | 32.66K | 849.41K | -15.55K | -32.26% |
| Jun 30, 2025 | STEPHENS INC /AR/ | 0.04% | 33.25K | 864.92K | -1.42K | -4.10% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 1.49% | 1.33M | 32.05M | 14.35K | +1.09% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.62% | 551.24K | 13.3M | 1.01K | +0.18% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.22% | 193.15K | 4.66M | 10.63K | +5.82% |
| Mar 31, 2025 | KENNEDY INVESTMENT GROUP | 0.05% | 43.1K | 1.04M | 54 | +0.13% |
| Mar 31, 2025 | JONES ROAD CAPITAL MANAGEMENT, L.P. | 0.26% | 236K | 5.69M | 36K | +18.00% |
| Mar 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.23% | 201.23K | 4.86M | 14.21K | +7.60% |
| Mar 31, 2025 | PARK AVENUE SECURITIES LLC | 0.1% | 87.53K | 2.11M | -1.9K | -2.12% |
| Mar 31, 2025 | | 0.09% | 83.03K | 2M | 6.17K | +8.03% |
| Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.05% | 47.96K | 1.16M | 47.96K | +100.00% |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.05% | 47.18K | 1.14M | -5.88K | -11.08% |
| Mar 31, 2025 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.05% | 45.66K | 1.1M | -8.8K | -16.16% |
| Mar 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.19% | 168.83K | 4.07M | -11.97K | -6.62% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.09% | 75.88K | 1.83M | -3.07K | -3.89% |
| Mar 31, 2025 | CSS LLC/IL | 0.05% | 48.21K | 1.16M | 1.8K | +3.88% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.13% | 114.04K | 2.75M | 17.54K | +18.18% |
| Mar 31, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0.55% | 494.3K | 11.93M | 14.81K | +3.09% |
| Mar 31, 2025 | UBS GROUP AG | 0.15% | 130.94K | 3.16M | 4.26K | +3.37% |
| Mar 31, 2025 | 1607 CAPITAL PARTNERS, LLC | 0.14% | 126.63K | 3.06M | -228.98K | -64.39% |
| Mar 31, 2025 | LOGAN STONE CAPITAL, LLC | 0.11% | 94.21K | 2.27M | -6.25K | -6.22% |
| Mar 31, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.09% | 80.06K | 1.93M | -427 | -0.53% |
| Mar 31, 2025 | SUMMIT FINANCIAL, LLC | 0.05% | 43.67K | 1.05M | 3.5K | +8.70% |
| Mar 31, 2025 | SABA CAPITAL MANAGEMENT, L.P. | 7.11% | 6.35M | 153.19M | 251.41K | +4.12% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.28% | 245.93K | 5.93M | 351 | +0.14% |
| Mar 31, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.2% | 182.52K | 4.4M | 8.16K | +4.68% |
| Mar 31, 2025 | PRIVATE WEALTH PARTNERS, LLC | 0.14% | 125.91K | 3.04M | 0 | 0 |
| Mar 31, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.14% | 125.32K | 3.02M | 23.23K | +22.76% |
| Mar 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.05% | 48.34K | 1.17M | -8.36K | -14.74% |
| Mar 31, 2025 | KARPUS MANAGEMENT, INC. | 1.99% | 1.77M | 42.78M | 29.15K | +1.67% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 1.58% | 1.41M | 34M | 27.43K | +1.99% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.5% | 448.09K | 10.81M | 39.59K | +9.69% |
| Mar 31, 2025 | BULLDOG INVESTORS, LLP | 0.34% | 301.23K | 7.27M | -111 | -0.04% |
| Mar 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.33% | 296.65K | 7.16M | -135 | -0.05% |
| Mar 31, 2025 | COMERICA BANK | 0.07% | 64.69K | 1.56M | 957 | +1.50% |
| Mar 31, 2025 | AQR ARBITRAGE LLC | 0.07% | 60.31K | 1.46M | -135.56K | -69.21% |
| Mar 31, 2025 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0.06% | 56.78K | 1.37M | 9.99K | +21.35% |
| Mar 31, 2025 | MORGAN STANLEY | 9.05% | 8.08M | 194.96M | 256.52K | +3.28% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.73% | 652.9K | 15.75M | -82.13K | -11.17% |
| Mar 31, 2025 | QUANTEDGE CAPITAL PTE LTD | 0.17% | 152.54K | 3.68M | -16.8K | -9.92% |
| Mar 31, 2025 | LIVE OAK PRIVATE WEALTH LLC | 0.1% | 91.22K | 2.2M | 0 | 0 |
| Mar 31, 2025 | SILVERLAKE WEALTH MANAGEMENT LLC | 0.09% | 78.44K | 1.89M | -2.15K | -2.66% |
| Mar 31, 2025 | GUGGENHEIM CAPITAL LLC | 0.06% | 55.57K | 1.34M | -1.45K | -2.55% |
| Mar 31, 2025 | GABELLI & CO INVESTMENT ADVISERS, INC. | 0.7% | 626K | 15.11M | 0 | 0 |
| Mar 31, 2025 | FIRST TRUST ADVISORS LP | 0.12% | 105.02K | 2.53M | -953 | -0.90% |
| Mar 31, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.51% | 458.47K | 11.06M | 43.62K | +10.51% |
| Mar 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 1.01% | 900.84K | 21.74M | 53.56K | +6.32% |
| Mar 31, 2025 | COHEN & STEERS, INC. | 0.31% | 278.89K | 6.73M | -20.95K | -6.99% |
| Mar 31, 2025 | CAPSTONE INVESTMENT ADVISORS, LLC | 0.29% | 262.24K | 6.33M | 16.6K | +6.76% |
| Mar 31, 2025 | OPPENHEIMER & CO INC | 0.18% | 159.19K | 3.84M | 20.69K | +14.94% |
| Mar 31, 2025 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.13% | 112.65K | 2.72M | 10.09K | +9.83% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.06% | 55.66K | 1.34M | 2.69K | +5.07% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.66% | 593.38K | 13.64M | -41.28K | -6.50% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.13% | 113.94K | 2.62M | -6.39K | -5.31% |
| Mar 31, 2024 | SHAKER FINANCIAL SERVICES, LLC | 0.13% | 119.02K | 2.74M | -57.35K | -32.52% |
| Mar 31, 2024 | UBS GROUP AG | 0.14% | 130.59K | 3M | -15.72K | -10.74% |
| Mar 31, 2024 | AQR ARBITRAGE LLC | 0.54% | 489.78K | 11.26M | 95.75K | +24.30% |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.63% | 566.58K | 13.02M | -10.5K | -1.82% |
| Mar 31, 2024 | SILVERLAKE WEALTH MANAGEMENT LLC | 0.11% | 98.7K | 2.27M | 442 | +0.45% |
| Mar 31, 2024 | GABELLI & CO INVESTMENT ADVISERS, INC. | 0.69% | 626K | 14.39M | 0 | 0 |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 1.06% | 956.87K | 21.99M | -73.94K | -7.17% |
| Mar 31, 2024 | KARPUS MANAGEMENT, INC. | 1.96% | 1.77M | 40.71M | 919 | +0.05% |
| Mar 31, 2024 | SABA CAPITAL MANAGEMENT, L.P. | 2.41% | 2.17M | 49.97M | 1.2M | +123.51% |
| Mar 31, 2024 | FIRST TRUST ADVISORS LP | 0.11% | 100.91K | 2.32M | 5.71K | +5.99% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.11% | 101.23K | 2.33M | -1.1K | -1.07% |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.12% | 104.5K | 2.4M | 63.84K | +156.96% |
| Mar 31, 2024 | INTEGRATED WEALTH CONCEPTS LLC | 0.12% | 104.8K | 2.41M | -8.92K | -7.84% |
| Mar 31, 2024 | OPPENHEIMER & CO INC | 0.15% | 136.73K | 3.14M | 328 | +0.24% |
| Mar 31, 2024 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.18% | 159.23K | 3.66M | -9.75K | -5.77% |
| Mar 31, 2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.18% | 164.13K | 3.77M | 45.58K | +38.44% |
| Mar 31, 2024 | LOGAN STONE CAPITAL, LLC | 0.19% | 171.1K | 3.93M | -142.02K | -45.36% |
| Mar 31, 2024 | QUANTEDGE CAPITAL PTE LTD | 0.23% | 203.64K | 4.68M | 9.2K | +4.73% |
| Mar 31, 2024 | MORGAN STANLEY | 7.87% | 7.1M | 163.19M | 612.65K | +9.44% |
| Mar 31, 2024 | 1607 CAPITAL PARTNERS, LLC | 0.89% | 804.7K | 18.49M | 20.7K | +2.64% |
| Mar 31, 2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.89% | 805.76K | 18.52M | -20.64K | -2.50% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 1.01% | 908.24K | 20.87M | 11.54K | +1.29% |
| Mar 31, 2024 | CORNERSTONE ADVISORS, LLC | 1.56% | 1.41M | 32.39M | 174.93K | +14.17% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 1.68% | 1.52M | 34.88M | -25.22K | -1.63% |
| Mar 31, 2024 | RPO LLC | 0.19% | 173.46K | 3.99M | 0 | 0 |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.26% | 236.73K | 5.44M | -18.32K | -7.18% |
| Mar 31, 2024 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.31% | 283.28K | 6.51M | 9.91K | +3.63% |
| Mar 31, 2024 | CONSOLIDATED PORTFOLIO REVIEW CORP | 0.03% | 29.06K | 667.74K | -1.08K | -3.58% |
| Mar 31, 2024 | TRANSCEND CAPITAL ADVISORS, LLC | 0.03% | 30.07K | 691.05K | -4.67K | -13.44% |
| Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.03% | 30.79K | 707.6K | 2.23K | +7.82% |
| Mar 31, 2024 | WEDBUSH SECURITIES INC | 0.04% | 33.57K | 772K | -381 | -1.12% |
| Mar 31, 2024 | GUGGENHEIM CAPITAL LLC | 0.04% | 35.48K | 815.35K | 5.46K | +18.17% |
| Mar 31, 2024 | DAKOTA WEALTH MANAGEMENT | 0.04% | 35.51K | 815.91K | -4.73K | -11.75% |
| Mar 31, 2024 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.04% | 36.22K | 832.31K | 151 | +0.42% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.04% | 36.73K | 844.04K | 3.88K | +11.79% |
| Mar 31, 2024 | 180 WEALTH ADVISORS, LLC | 0.04% | 38.32K | 880.56K | 4.98K | +14.92% |
| Mar 31, 2024 | WINTRUST INVESTMENTS LLC | 0.05% | 40.78K | 937K | 680 | +1.70% |
| Mar 31, 2024 | KENNEDY INVESTMENT GROUP | 0.05% | 40.99K | 941.91K | -1.72K | -4.04% |
| Mar 31, 2024 | STOLPER CO | 0.05% | 41.25K | 948K | 2.49K | +6.43% |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.05% | 45.16K | 1.04M | 1.71K | +3.92% |
| Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.05% | 47.27K | 1.09M | 5.83K | +14.08% |
| Mar 31, 2024 | B. RILEY WEALTH ADVISORS, INC. | 0.05% | 49.14K | 955.2K | 390 | +0.80% |
| Mar 31, 2024 | D.A. DAVIDSON & CO. | 0.06% | 52.33K | 1.2M | 2 | 0.00% |
| Mar 31, 2024 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.06% | 54.8K | 1.26M | 17.8K | +48.11% |
| Mar 31, 2024 | MERCER GLOBAL ADVISORS INC /ADV | 0.07% | 64.05K | 68K | -7.69K | -10.72% |
| Mar 31, 2024 | COMERICA BANK | 0.07% | 66.06K | 1.52M | -3.69K | -5.29% |
| Mar 31, 2024 | CETERA ADVISORS LLC | 0.08% | 72.42K | 1.66M | 72.42K | +100.00% |
| Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.08% | 75.7K | 1.73M | 62.04K | +454.18% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.09% | 78.04K | 1.79M | 78.04K | +100.00% |
| Mar 31, 2024 | BOOTHBAY FUND MANAGEMENT, LLC | 0.09% | 78.06K | 1.79M | 0 | 0 |
| Mar 31, 2024 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.09% | 79.59K | 1.83M | 10.19K | +14.68% |
| Mar 31, 2024 | LIVE OAK PRIVATE WEALTH LLC | 0.1% | 91.22K | 2.1M | 0 | 0 |
| Mar 31, 2024 | PARK AVENUE SECURITIES LLC | 0.1% | 93.37K | 2.15M | 9.42K | +11.21% |
| Mar 31, 2024 | BULLDOG INVESTORS, LLP | 0.15% | 133.6K | 3.07M | 10K | +8.09% |
| Mar 31, 2024 | WOLVERINE ASSET MANAGEMENT LLC | 0.15% | 133.83K | 3.08M | 2.61K | +1.99% |
| Mar 31, 2024 | WEALTHPLAN PARTNERS, LLC | 0.16% | 141.5K | 3.25M | 1.69K | +1.21% |
| Mar 31, 2024 | PRIVATE WEALTH PARTNERS, LLC | 0.16% | 143.46K | 3.3M | -22.4K | -13.51% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.17% | 152.39K | 3.5M | 5.39K | +3.67% |
| Mar 31, 2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.17% | 154.78K | 3.56M | -491 | -0.32% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0.36% | 321.05K | 7.38M | -32.62K | -9.22% |
| Mar 31, 2024 | COHEN & STEERS, INC. | 0.45% | 404.83K | 9.3M | -200K | -33.07% |
| Mar 31, 2024 | ADVISORS ASSET MANAGEMENT, INC. | 0.51% | 463.23K | 10.64M | -72.49K | -13.53% |
| Dec 31, 2023 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.17% | 155.27K | 3.36M | -24.23K | -13.50% |
| Dec 31, 2023 | PRIVATE WEALTH PARTNERS, LLC | 0.18% | 165.86K | 3.59M | -12.62K | -7.07% |
| Dec 31, 2023 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.18% | 168.99K | 3.66M | -46.05K | -21.42% |
| Dec 31, 2023 | RPO LLC | 0.19% | 173.46K | 3.75M | -23.75K | -12.04% |
| Dec 31, 2023 | SHAKER FINANCIAL SERVICES, LLC | 0.19% | 176.38K | 3.82M | -125.35K | -41.55% |
| Dec 31, 2023 | QUANTEDGE CAPITAL PTE LTD | 0.21% | 194.44K | 4.21M | 21.9K | +12.69% |
| Dec 31, 2023 | INTEGRATED WEALTH CONCEPTS LLC | 0.12% | 113.72K | 2.46M | -3.95K | -3.36% |
| Dec 31, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.13% | 118.55K | 2.57M | 74.95K | +171.88% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.13% | 120.33K | 2.6M | -12.09K | -9.13% |
| Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.28% | 255.05K | 5.52M | -21.7K | -7.84% |
| Dec 31, 2023 | BULLDOG INVESTORS, LLP | 0.13% | 123.6K | 2.67M | 123.6K | +100.00% |
| Dec 31, 2023 | WOLVERINE ASSET MANAGEMENT LLC | 0.14% | 131.22K | 2.84M | -65.43K | -33.27% |
| Dec 31, 2023 | OPPENHEIMER & CO INC | 0.15% | 136.4K | 2.95M | 5.98K | +4.59% |
| Dec 31, 2023 | WEALTHPLAN PARTNERS, LLC | 0.15% | 139.81K | 3.03M | 22.12K | +18.79% |
| Dec 31, 2023 | UBS GROUP AG | 0.16% | 146.31K | 3.17M | -12.47K | -7.86% |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.16% | 147K | 3.18M | 1.16K | +0.79% |
| Dec 31, 2023 | COHEN & STEERS, INC. | 0.65% | 604.83K | 13.09M | -130K | -17.69% |
| Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.04% | 41.44K | 897K | -22.57K | -35.26% |
| Dec 31, 2023 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.3% | 273.37K | 5.92M | 2.59K | +0.96% |
| Dec 31, 2023 | LOGAN STONE CAPITAL, LLC | 0.34% | 313.13K | 6.78M | -37.6K | -10.72% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0.38% | 353.66K | 7.65M | 7.2K | +2.08% |
| Dec 31, 2023 | AQR ARBITRAGE LLC | 0.43% | 394.02K | 8.53M | 123.01K | +45.39% |
| Dec 31, 2023 | ADVISORS ASSET MANAGEMENT, INC. | 0.58% | 535.71K | 11.59M | -13.99K | -2.54% |
| Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.62% | 577.08K | 12.49M | -3.78K | -0.65% |
| Dec 31, 2023 | GABELLI & CO INVESTMENT ADVISERS, INC. | 0.68% | 626K | 13.55M | 0 | 0 |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.69% | 634.66K | 13.73M | 7.42K | +1.18% |
| Dec 31, 2023 | 1607 CAPITAL PARTNERS, LLC | 0.85% | 784K | 16.97M | 3.82K | +0.49% |
| Dec 31, 2023 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.89% | 826.41K | 17.88M | 177.82K | +27.42% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.97% | 896.7K | 19.4M | 26.72K | +3.07% |
| Dec 31, 2023 | SABA CAPITAL MANAGEMENT, L.P. | 1.05% | 972.85K | 21.05M | 972.85K | +100.00% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 1.11% | 1.03M | 22.31M | -115.15K | -10.05% |
| Dec 31, 2023 | CORNERSTONE ADVISORS, LLC | 1.33% | 1.23M | 26.72M | 282.07K | +29.61% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 1.67% | 1.54M | 33.4M | -59.54K | -3.71% |
| Dec 31, 2023 | KARPUS MANAGEMENT, INC. | 1.91% | 1.77M | 38.32M | -15.53K | -0.87% |
| Dec 31, 2023 | MORGAN STANLEY | 7.01% | 6.49M | 140.42M | 25.61K | +0.40% |
| Dec 31, 2023 | KENNEDY INVESTMENT GROUP | 0.05% | 42.71K | 924.3K | 75 | +0.18% |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.05% | 43.46K | 940.43K | -2.5K | -5.44% |
| Dec 31, 2023 | CSS LLC/IL | 0.05% | 45.51K | 984.88K | 510 | +1.13% |
| Dec 31, 2023 | B. RILEY WEALTH ADVISORS, INC. | 0.05% | 48.75K | 1.05M | -390 | -0.79% |
| Dec 31, 2023 | ACCUVEST GLOBAL ADVISORS | 0.05% | 48.94K | 1.06M | 1.58K | +3.34% |
| Dec 31, 2023 | STEPHENS INC /AR/ | 0.06% | 51.57K | 1.12M | -3.26K | -5.94% |
| Dec 31, 2023 | D.A. DAVIDSON & CO. | 0.06% | 52.33K | 1.13M | -98 | -0.19% |
| Dec 31, 2023 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.08% | 69.41K | 1.5M | -4.02K | -5.47% |
| Dec 31, 2023 | COMERICA BANK | 0.08% | 69.75K | 1.51M | -1.86K | -2.59% |
| Dec 31, 2023 | MERCER GLOBAL ADVISORS INC /ADV | 0.08% | 71.74K | 72K | 53.55K | +294.47% |
| Dec 31, 2023 | BOOTHBAY FUND MANAGEMENT, LLC | 0.08% | 78.06K | 1.69M | -10.69K | -12.04% |
| Dec 31, 2023 | PARK AVENUE SECURITIES LLC | 0.09% | 83.95K | 1.82M | -2.31K | -2.68% |
| Dec 31, 2023 | LIVE OAK PRIVATE WEALTH LLC | 0.1% | 91.22K | 1.97M | 0 | 0 |
| Dec 31, 2023 | FIRST TRUST ADVISORS LP | 0.1% | 95.21K | 2.06M | -7.54K | -7.34% |
| Dec 31, 2023 | SILVERLAKE WEALTH MANAGEMENT LLC | 0.11% | 98.26K | 2.13M | 96 | +0.10% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.11% | 102.33K | 2.21M | -1.76K | -1.69% |