Mar 31, 2024 | SOVEREIGN FINANCIAL GROUP, INC. | 0.07% | 10.29K | 147.19K | 33 | +0.32% |
Mar 31, 2024 | CONGRESS PARK CAPITAL LLC | 0.09% | 12.5K | 178.75K | -42.5K | -77.27% |
Mar 31, 2024 | BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 0.09% | 13.5K | 193K | 13.5K | +100.00% |
Mar 31, 2024 | HARTLINE INVESTMENT CORP/ | 0.09% | 13.5K | 193K | 13.5K | +100.00% |
Mar 31, 2024 | REGIONS FINANCIAL CORP | 0.1% | 15K | 214.5K | 15K | +100.00% |
Mar 31, 2024 | REDMONT WEALTH ADVISORS LLC | 0.11% | 16.04K | 229.37K | 333 | +2.12% |
Mar 31, 2024 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 0.16% | 23.59K | 337.34K | 0 | 0 |
Mar 31, 2024 | UBS GROUP AG | 0.18% | 26.7K | 381.77K | 499 | +1.90% |
Mar 31, 2024 | NOTTINGHAM ADVISORS, INC. | 0.19% | 28.16K | 402.62K | 947 | +3.48% |
Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 0.21% | 29.95K | 428.28K | 2.71K | +9.93% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.23% | 33.91K | 484.96K | -15.31K | -31.10% |
Mar 31, 2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.29% | 42.63K | 609.67K | 0 | 0 |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.32% | 46.77K | 668.82K | 21.55K | +85.44% |
Mar 31, 2024 | CAPITAL INVESTMENT ADVISORS, LLC | 0.36% | 52.62K | 752.52K | -1.95K | -3.57% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.37% | 53.08K | 759K | 53.08K | +100.00% |
Mar 31, 2024 | PATHSTONE HOLDINGS, LLC | 6.19% | 894.93K | 12.8M | -85.94K | -8.76% |
Mar 31, 2024 | MORGAN STANLEY | 2.61% | 376.88K | 5.39M | -397.23K | -51.31% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.92% | 132.88K | 1.9M | 803 | +0.61% |
Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.79% | 114.65K | 1.64M | 114.65K | +100.00% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.73% | 105.14K | 1.5M | 12.9K | +13.99% |
Mar 31, 2024 | VIRTU FINANCIAL LLC | 0% | 0 | - | -10.29K | -100.00% |
Mar 31, 2024 | WESTCHESTER CAPITAL MANAGEMENT, LLC | 0% | 0 | - | -21.51K | -100.00% |
Mar 31, 2024 | BULLDOG INVESTORS, LLP | 0% | 0 | - | -37.38K | -100.00% |
Mar 31, 2024 | AMERICAN NATIONAL BANK | 0% | 0 | - | -119 | -100.00% |
Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 0 | - | -3.11K | -100.00% |
Mar 31, 2024 | OPPENHEIMER & CO INC | 0% | 0 | - | -28.3K | -100.00% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 0% | 0 | - | -16.14K | -100.00% |
Mar 31, 2024 | ASSETMARK, INC | 0% | 23 | 329 | 23 | +100.00% |
Mar 31, 2024 | LARSON FINANCIAL GROUP LLC | 0% | 417 | 5.96K | 332 | +390.59% |
Mar 31, 2024 | AUSDAL FINANCIAL PARTNERS, INC. | 0.11% | 16.29K | 232.88K | 125 | +0.77% |
Mar 31, 2024 | MOORS & CABOT, INC. | 0.12% | 17.83K | 254.9K | 1.08K | +6.42% |
Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.13% | 18.23K | 260.75K | 648 | +3.68% |
Mar 31, 2024 | CAPITAL MARKET STRATEGIES LLC | 0.15% | 21.55K | 308.12K | -1.49K | -6.45% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.16% | 22.58K | 322.92K | -517 | -2.24% |
Mar 31, 2024 | PRINCIPAL SECURITIES, INC. | 0.16% | 22.76K | 325.44K | 449 | +2.01% |
Mar 31, 2024 | CITIZENS BUSINESS BANK | 0.55% | 80K | 1.14M | 52.5K | +190.91% |
Mar 31, 2024 | STEPHENS INC /AR/ | 0.59% | 85.41K | 1.22M | 33.51K | +64.57% |
Mar 31, 2024 | CETERA ADVISORS LLC | 0.78% | 112.55K | 1.61M | 90.94K | +420.76% |
Mar 31, 2024 | GUGGENHEIM CAPITAL LLC | 1.24% | 179.45K | 2.57M | 41.3K | +29.89% |
Mar 31, 2024 | ATRIA WEALTH SOLUTIONS, INC. | 0% | 0 | - | -26K | -100.00% |
Mar 31, 2024 | LPL FINANCIAL LLC | 1.49% | 215.81K | 3.09M | 47.29K | +28.06% |
Mar 31, 2024 | INVESCO LTD. | 1.58% | 229.16K | 3.28M | 18.53K | +8.80% |
Mar 31, 2024 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.79% | 259.22K | 3.71M | 7.04K | +2.79% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 2.17% | 313.44K | 4.48M | -128.31K | -29.05% |
Mar 31, 2024 | WEALTHCOLLAB, LLC | 0% | 0 | - | -100 | -100.00% |
Mar 31, 2024 | ADVISORY SERVICES NETWORK, LLC | 0% | 0 | - | -833 | -100.00% |
Mar 31, 2024 | JONES ROAD CAPITAL MANAGEMENT, L.P. | 0% | 0 | - | -21.62K | -100.00% |
Mar 31, 2024 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0% | 0 | - | -57.07K | -100.00% |
Mar 31, 2024 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0% | 0 | - | -16.92K | -100.00% |
Mar 31, 2024 | FOURTHOUGHT FINANCIAL PARTNERS, LLC | 0% | 0 | - | -51.18K | -100.00% |
Mar 31, 2024 | COMERICA BANK | 0% | 74 | 1.06K | -237 | -76.21% |
Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.02% | 2.3K | 32.88K | 0 | 0 |
Mar 31, 2024 | FINTRUST CAPITAL ADVISORS, LLC | 0.02% | 2.64K | 37.68K | 0 | 0 |
Mar 31, 2024 | GPS WEALTH STRATEGIES GROUP, LLC | 0.02% | 3.02K | 43.22K | -730 | -19.46% |
Mar 31, 2024 | ANFIELD CAPITAL MANAGEMENT, LLC | 0.03% | 4.21K | 60.13K | 4.21K | +100.00% |
Mar 31, 2024 | APOLLO MANAGEMENT HOLDINGS, L.P. | 0.04% | 5.24K | 74.88K | 0 | 0 |
Mar 31, 2024 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.07% | 10.23K | 146.3K | 10.23K | +100.00% |
Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.02% | 2.3K | 32.1K | 0 | 0 |
Dec 31, 2023 | MORGAN STANLEY | 5.34% | 774.11K | 10.81M | -1.1M | -58.63% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 3.05% | 441.76K | 6.17M | -865 | -0.20% |
Dec 31, 2023 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.74% | 252.18K | 3.64M | 22.87K | +9.98% |
Dec 31, 2023 | INVESCO LTD. | 1.45% | 210.62K | 2.94M | 21.82K | +11.56% |
Dec 31, 2023 | LPL FINANCIAL LLC | 1.16% | 168.53K | 2.35M | 39.71K | +30.83% |
Dec 31, 2023 | GUGGENHEIM CAPITAL LLC | 0.95% | 138.15K | 1.93M | 22.65K | +19.61% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.91% | 132.08K | 1.84M | 13.3K | +11.20% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.64% | 92.23K | 1.29M | 29.15K | +46.20% |
Dec 31, 2023 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.39% | 57.07K | 796.74K | -51.18K | -47.28% |
Dec 31, 2023 | CONGRESS PARK CAPITAL LLC | 0.38% | 55K | 767.8K | -10K | -15.38% |
Dec 31, 2023 | CAPITAL INVESTMENT ADVISORS, LLC | 0.38% | 54.57K | 761.85K | -1.33K | -2.38% |
Dec 31, 2023 | STEPHENS INC /AR/ | 0.36% | 51.9K | 724.52K | 10K | +23.87% |
Dec 31, 2023 | FOURTHOUGHT FINANCIAL PARTNERS, LLC | 0.35% | 51.18K | 714.4K | 424 | +0.84% |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.34% | 49.22K | 687.1K | -2.09K | -4.07% |
Dec 31, 2023 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.29% | 42.63K | 595.17K | -19.73K | -31.64% |
Dec 31, 2023 | BULLDOG INVESTORS, LLP | 0.26% | 37.38K | 521.76K | -59.62K | -61.47% |
Dec 31, 2023 | OPPENHEIMER & CO INC | 0.2% | 28.3K | 395.07K | 0 | 0 |
Dec 31, 2023 | CITIZENS BUSINESS BANK | 0.19% | 27.5K | 377.05K | 27.5K | +100.00% |
Dec 31, 2023 | KESTRA ADVISORY SERVICES, LLC | 0.19% | 27.25K | 380.33K | 16.79K | +160.59% |
Dec 31, 2023 | NOTTINGHAM ADVISORS, INC. | 0.19% | 27.21K | 379.83K | 11.5K | +73.21% |
Dec 31, 2023 | UBS GROUP AG | 0.18% | 26.2K | 365.72K | 3.85K | +17.23% |
Dec 31, 2023 | ATRIA WEALTH SOLUTIONS, INC. | 0.18% | 26K | 362.96K | 0 | 0 |
Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 0 | - | -800 | -100.00% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.17% | 25.22K | 352.11K | -8.3K | -24.76% |
Dec 31, 2023 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 0.16% | 23.59K | 329.32K | 3.63K | +18.19% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.16% | 23.1K | 322.46K | -7.6K | -24.75% |
Dec 31, 2023 | CAPITAL MARKET STRATEGIES LLC | 0.16% | 23.03K | 321.54K | 23.03K | +100.00% |
Dec 31, 2023 | JONES ROAD CAPITAL MANAGEMENT, L.P. | 0.15% | 21.62K | 301.75K | 1.62K | +8.07% |
Dec 31, 2023 | CETERA ADVISORS LLC | 0.15% | 21.61K | 301.7K | 100 | +0.46% |
Dec 31, 2023 | WESTCHESTER CAPITAL MANAGEMENT, LLC | 0.15% | 21.51K | 300.31K | -43.05K | -66.68% |
Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.12% | 17.59K | 245.5K | -2.55K | -12.66% |
Dec 31, 2023 | | 0% | 100 | 1.4K | 100 | +100.00% |
Dec 31, 2023 | MOORS & CABOT, INC. | 0.12% | 16.75K | 233.83K | -2.2K | -11.61% |
Dec 31, 2023 | AUSDAL FINANCIAL PARTNERS, INC. | 0.11% | 16.16K | 225.59K | 16.16K | +100.00% |
Dec 31, 2023 | JPMORGAN CHASE & CO | 0.11% | 16.14K | 225.37K | -2.77K | -14.62% |
Dec 31, 2023 | REDMONT WEALTH ADVISORS LLC | 0.11% | 15.71K | 219.27K | 15.71K | +100.00% |
Dec 31, 2023 | VIRTU FINANCIAL LLC | 0.07% | 10.29K | 144K | 10.29K | +100.00% |
Dec 31, 2023 | SOVEREIGN FINANCIAL GROUP, INC. | 0.07% | 10.26K | 143.23K | 10.26K | +100.00% |
Dec 31, 2023 | APOLLO MANAGEMENT HOLDINGS, L.P. | 0.04% | 5.24K | 73.1K | 0 | 0 |
Dec 31, 2023 | GPS WEALTH STRATEGIES GROUP, LLC | 0.03% | 3.75K | 52.38K | -555 | -12.89% |
Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.02% | 3.11K | 43.47K | 89 | +2.94% |
Dec 31, 2023 | FINTRUST CAPITAL ADVISORS, LLC | 0.02% | 2.64K | 36.79K | 0 | 0 |
Dec 31, 2023 | ADVISORY SERVICES NETWORK, LLC | 0.01% | 833 | 11.63K | 833 | +100.00% |
Dec 31, 2023 | COMERICA BANK | 0% | 311 | 4.33K | -216 | -40.99% |
Dec 31, 2023 | AMERICAN NATIONAL BANK | 0% | 119 | 1.66K | 119 | +100.00% |
Dec 31, 2023 | LARSON FINANCIAL GROUP LLC | 0% | 85 | 1.19K | 0 | 0 |
Dec 31, 2023 | FMR LLC | 0% | 0 | - | -2 | -100.00% |
Sep 30, 2023 | MORGAN STANLEY | 12.91% | 1.87M | - | -308.56K | -14.16% |
Sep 30, 2023 | SHAKER FINANCIAL SERVICES, LLC | 0% | 0 | - | -150.95K | -100.00% |
Sep 30, 2023 | HIGHTOWER ADVISORS, LLC | 0% | 0 | - | -21.51K | -100.00% |
Sep 30, 2023 | AQR ARBITRAGE LLC | 0% | 0 | - | -42.7K | -100.00% |
Sep 30, 2023 | BESSEMER GROUP INC | 0% | 0 | - | -465 | -100.00% |
Sep 30, 2023 | GOLDMAN SACHS GROUP INC | 0% | 0 | - | -31.65K | -100.00% |
Sep 30, 2023 | FMR LLC | 0% | 2 | - | 1 | +100.00% |
Sep 30, 2023 | LARSON FINANCIAL GROUP LLC | 0% | 85 | - | 0 | 0 |
Sep 30, 2023 | CARMEL CAPITAL PARTNERS, LLC | 0% | 300 | - | -300 | -50.00% |
Sep 30, 2023 | COMERICA BANK | 0% | 527 | - | 527 | +100.00% |
Sep 30, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.01% | 800 | - | 0 | 0 |
Sep 30, 2023 | NEWEDGE ADVISORS, LLC | 0.02% | 2.3K | - | 0 | 0 |
Sep 30, 2023 | FINTRUST CAPITAL ADVISORS, LLC | 0.02% | 2.64K | - | 2.64K | +100.00% |
Sep 30, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.02% | 3.03K | - | -591 | -16.34% |
Sep 30, 2023 | GPS WEALTH STRATEGIES GROUP, LLC | 0.03% | 4.31K | - | 0 | 0 |
Sep 30, 2023 | APOLLO MANAGEMENT HOLDINGS, L.P. | 0.04% | 5.24K | - | 0 | 0 |
Sep 30, 2023 | SIT INVESTMENT ASSOCIATES INC | 0.04% | 5.44K | - | 0 | 0 |
Sep 30, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.07% | 10.1K | - | -165 | -1.61% |
Sep 30, 2023 | CETERA ADVISOR NETWORKS LLC | 0.07% | 10.34K | - | 193 | +1.90% |
Sep 30, 2023 | KESTRA ADVISORY SERVICES, LLC | 0.07% | 10.46K | - | -9.71K | -48.15% |
Sep 30, 2023 | CLOUGH CAPITAL PARTNERS L P | 0.11% | 15.7K | - | 15.7K | +100.00% |
Sep 30, 2023 | NOTTINGHAM ADVISORS, INC. | 0.11% | 15.71K | - | 2.55K | +19.37% |
Sep 30, 2023 | MOORS & CABOT, INC. | 0.13% | 18.95K | - | -3.08K | -13.96% |
Sep 30, 2023 | JONES ROAD CAPITAL MANAGEMENT, L.P. | 0.14% | 20K | - | 0 | 0 |
Sep 30, 2023 | STIFEL FINANCIAL CORP | 0.14% | 20.13K | - | -2.13K | -9.56% |
Sep 30, 2023 | CETERA ADVISORS LLC | 0.15% | 21.51K | - | 200 | +0.94% |
Sep 30, 2023 | UBS GROUP AG | 0.15% | 22.35K | - | -813 | -3.51% |
Sep 30, 2023 | ATRIA WEALTH SOLUTIONS, INC. | 0.18% | 26K | - | -200 | -0.76% |
Sep 30, 2023 | OPPENHEIMER & CO INC | 0.2% | 28.3K | - | -6.5K | -18.68% |
Sep 30, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.21% | 30.7K | - | 6.3K | +25.84% |
Sep 30, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.23% | 33.52K | - | -49.73K | -59.73% |
Sep 30, 2023 | STEPHENS INC /AR/ | 0.29% | 41.9K | - | 1.12K | +2.74% |
Sep 30, 2023 | FOURTHOUGHT FINANCIAL PARTNERS, LLC | 0.35% | 50.75K | - | 6.5K | +14.70% |
Sep 30, 2023 | RAYMOND JAMES & ASSOCIATES | 0.35% | 51.31K | - | -2K | -3.75% |
Sep 30, 2023 | CAPITAL INVESTMENT ADVISORS, LLC | 0.39% | 55.91K | - | -2.67K | -4.55% |
Sep 30, 2023 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.43% | 62.36K | - | 0 | 0 |
Sep 30, 2023 | ROYAL BANK OF CANADA | 0.44% | 63.09K | - | 14.8K | +30.66% |
Sep 30, 2023 | WESTCHESTER CAPITAL MANAGEMENT, LLC | 0.45% | 64.56K | - | -21.06K | -24.59% |
Sep 30, 2023 | CONGRESS PARK CAPITAL LLC | 0.45% | 65K | - | -12.5K | -16.13% |
Sep 30, 2023 | FIRST TRUST ADVISORS LP | 0.54% | 78.18K | - | -2.97K | -3.66% |
Sep 30, 2023 | BULLDOG INVESTORS, LLP | 0.67% | 96.99K | - | 0 | 0 |
Sep 30, 2023 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.75% | 108.25K | - | -18.33K | -14.48% |
Sep 30, 2023 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.77% | 111.38K | - | 0 | 0 |
Sep 30, 2023 | GUGGENHEIM CAPITAL LLC | 0.8% | 115.5K | - | 23.08K | +24.97% |
Sep 30, 2023 | LPL FINANCIAL LLC | 0.89% | 128.81K | - | -1.22K | -0.94% |
Sep 30, 2023 | INVESCO LTD. | 1.3% | 188.81K | - | 13.89K | +7.94% |
Sep 30, 2023 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.58% | 229.31K | - | 28.58K | +14.24% |
Sep 30, 2023 | ADVISOR PARTNERS II, LLC | 2.04% | 296.28K | - | 296.28K | +100.00% |
Sep 30, 2023 | WELLS FARGO & COMPANY/MN | 3.05% | 442.62K | - | -42.25K | -8.71% |
Sep 30, 2023 | SABA CAPITAL MANAGEMENT, L.P. | 4.46% | 646.08K | - | -428.34K | -39.87% |