2024-03-31 | JEFFERIES FINANCIAL GROUP INC. | 0.08% | 18.34K | 260.99K | 0 | 0 |
2024-03-31 | ENVESTNET ASSET MANAGEMENT INC | 0.1% | 22.91K | 326.07K | 5.41K | +30.91% |
2024-03-31 | CETERA ADVISOR NETWORKS LLC | 0.1% | 23.44K | 333.54K | 375 | +1.63% |
2024-03-31 | LPL FINANCIAL LLC | 0.1% | 23.52K | 334.75K | 3.44K | +17.12% |
2024-03-31 | NEWEDGE ADVISORS, LLC | 0.11% | 24.41K | 347.32K | 3.7K | +17.87% |
2024-03-31 | CETERA INVESTMENT ADVISERS | 0.11% | 25.74K | 366.3K | 25.74K | +100.00% |
2024-03-31 | INTEGRATED WEALTH CONCEPTS LLC | 0.12% | 26.87K | 382.42K | -50 | -0.19% |
2024-03-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.12% | 27.62K | 393.02K | -354.27K | -92.77% |
2024-03-31 | WESTCHESTER CAPITAL MANAGEMENT, LLC | 0.14% | 32.33K | 459.98K | 0 | 0 |
2024-03-31 | MIRACLE MILE ADVISORS, LLC | 0.15% | 35K | 498.05K | 0 | 0 |
2024-03-31 | ROYAL BANK OF CANADA | 0.17% | 38.46K | 547K | 1.21K | +3.25% |
2024-03-31 | VIRTUS ETF ADVISERS LLC | 0.2% | 45.28K | 644.29K | 7.94K | +21.26% |
2024-03-31 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.33% | 75.64K | 1.08M | 794 | +1.06% |
2024-03-31 | UBS GROUP AG | 0.33% | 75.79K | 1.08M | -81.56K | -51.83% |
2024-03-31 | OPPENHEIMER & CO INC | 0.37% | 85K | 1.21M | -18.88K | -18.17% |
2024-03-31 | CURATED WEALTH PARTNERS LLC | 0.37% | 85.64K | 1.22M | 85.64K | +100.00% |
2024-03-31 | SIT INVESTMENT ASSOCIATES INC | 0.89% | 204.5K | 2.91M | -276.11K | -57.45% |
2024-03-31 | CAPITAL INVESTMENT ADVISORS, LLC | 1.08% | 248K | 3.53M | -11.46K | -4.42% |
2024-03-31 | GUGGENHEIM CAPITAL LLC | 1.63% | 372.44K | 5.3M | 146.81K | +65.07% |
2024-03-31 | WELLS FARGO & COMPANY/MN | 4.94% | 1.13M | 16.12M | 240.51K | +26.96% |
2024-03-31 | WEBSTER BANK, N. A. | 0.01% | 2.53K | 36.02K | 0 | 0 |
2024-03-31 | ANFIELD CAPITAL MANAGEMENT, LLC | 0.02% | 4.17K | 59.37K | 4.17K | +100.00% |
2024-03-31 | SPIRE WEALTH MANAGEMENT | 0.03% | 6.5K | 92.5K | 0 | 0 |
2024-03-31 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.03% | 6.58K | 93.62K | 6.58K | +100.00% |
2024-03-31 | CAMELOT PORTFOLIOS, LLC | 0.05% | 10.4K | 147.99K | 0 | 0 |
2024-03-31 | 9258 WEALTH MANAGEMENT, LLC | 0.05% | 12.39K | 176.35K | 12.39K | +100.00% |
2024-03-31 | CATALINA CAPITAL GROUP, LLC | 0.05% | 12.4K | 176.45K | 0 | 0 |
2024-03-31 | CI PRIVATE WEALTH, LLC | 0.06% | 13.01K | 185.19K | -5.2K | -28.55% |
2024-03-31 | WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 0.07% | 15.44K | 219.64K | 0 | 0 |
2024-03-31 | E&G ADVISORS, LP | 0.07% | 16.75K | 238.3K | 0 | 0 |
2024-03-31 | NEUBERGER BERMAN GROUP LLC | 0.13% | 30K | 426.9K | 0 | 0 |
2024-03-31 | NEWEDGE WEALTH, LLC | 0.39% | 90.32K | 1.27M | 6.26K | +7.44% |
2024-03-31 | ADVISOR GROUP HOLDINGS, INC. | 0.43% | 99.58K | 1.42M | -1.61K | -1.59% |
2024-03-31 | RAYMOND JAMES & ASSOCIATES | 0.68% | 155.88K | 2.22M | 27.22K | +21.16% |
2024-03-31 | INVESCO LTD. | 0.7% | 159.65K | 2.27M | 51.36K | +47.43% |
2024-03-31 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.17% | 268.46K | 3.82M | 8.26K | +3.17% |
2024-03-31 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1.24% | 284.03K | 4.04M | -42.1K | -12.91% |
2024-03-31 | UNITED ADVISOR GROUP, LLC | 1.25% | 286.66K | 4.08M | 286.66K | +100.00% |
2024-03-31 | ADVISORS ASSET MANAGEMENT, INC. | 1.28% | 293.01K | 4.17M | 24.76K | +9.23% |
2024-03-31 | STIFEL FINANCIAL CORP | 1.44% | 330.04K | 4.7M | 12.27K | +3.86% |
2024-03-31 | BANK OF AMERICA CORP /DE/ | 0.88% | 201.77K | 2.87M | 11.23K | +5.89% |
2024-03-31 | COHEN & STEERS, INC. | 2.62% | 599.69K | 8.53M | -43K | -6.69% |
2024-03-31 | FIRST TRUST ADVISORS LP | 0.89% | 204.01K | 2.9M | 10.88K | +5.63% |
2024-03-31 | MORGAN STANLEY | 1.88% | 430.95K | 6.13M | -191.47K | -30.76% |
2024-03-31 | COMERICA BANK | 0% | 0 | - | -116 | -100.00% |
2024-03-31 | AMERICAN NATIONAL BANK | 0% | 0 | - | -86 | -100.00% |
2024-03-31 | BENJAMIN F. EDWARDS & COMPANY, INC. | 0% | 0 | - | -727 | -100.00% |
2024-03-31 | ADVISORY SERVICES NETWORK, LLC | 0% | 0 | - | -1.05K | -100.00% |
2024-03-31 | QUBE RESEARCH & TECHNOLOGIES LTD | 0% | 0 | - | -21.21K | -100.00% |
2024-03-31 | TRUVESTMENTS CAPITAL LLC | 0% | 0 | - | -2K | -100.00% |
2024-03-31 | ADVISOR RESOURCE COUNCIL | 0% | 0 | - | -26.16K | -100.00% |
2024-03-31 | JPMORGAN CHASE & CO | 0% | 0 | - | -24.97K | -100.00% |
2024-03-31 | ASSETMARK, INC | 0% | 7 | 100 | 7 | +100.00% |
2024-03-31 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 309 | 4.4K | 0 | 0 |
2024-03-31 | FUTURE FINANCIAL WEALTH MANAGMENT LLC | 0.01% | 1.3K | 18.5K | 1.3K | +100.00% |
2024-03-31 | CAROLINAS WEALTH CONSULTING LLC | 0.01% | 1.67K | 23.8K | 0 | 0 |
2023-12-31 | CAMBRIDGE TRUST CO | 0% | 710 | 9.76K | 710 | +100.00% |
2023-12-31 | WELLS FARGO & COMPANY/MN | 3.89% | 891.98K | 12.26M | 158.26K | +21.57% |
2023-12-31 | COHEN & STEERS, INC. | 2.8% | 642.69K | 8.84M | -5K | -0.77% |
2023-12-31 | MORGAN STANLEY | 2.71% | 622.41K | 8.56M | -56.36K | -8.30% |
2023-12-31 | SIT INVESTMENT ASSOCIATES INC | 2.1% | 480.61K | 6.61M | -7.17K | -1.47% |
2023-12-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1.66% | 381.89K | 5.25M | -7.37K | -1.89% |
2023-12-31 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1.42% | 326.13K | 4.48M | -12.43K | -3.67% |
2023-12-31 | STIFEL FINANCIAL CORP | 1.39% | 317.78K | 4.37M | 13.22K | +4.34% |
2023-12-31 | ADVISORS ASSET MANAGEMENT, INC. | 1.17% | 268.25K | 3.69M | -25.26K | -8.61% |
2023-12-31 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.13% | 260.21K | 3.49M | 23.82K | +10.08% |
2023-12-31 | CAPITAL INVESTMENT ADVISORS, LLC | 1.13% | 259.45K | 3.57M | 2.13K | +0.83% |
2023-12-31 | GUGGENHEIM CAPITAL LLC | 0.98% | 225.63K | 3.1M | 18.02K | +8.68% |
2023-12-31 | FIRST TRUST ADVISORS LP | 0.84% | 193.13K | 2.66M | -15.45K | -7.41% |
2023-12-31 | BANK OF AMERICA CORP /DE/ | 0.83% | 190.54K | 2.62M | 48.04K | +33.71% |
2023-12-31 | UBS GROUP AG | 0.69% | 157.35K | 2.16M | -44.24K | -21.95% |
2023-12-31 | RAYMOND JAMES & ASSOCIATES | 0.56% | 128.66K | 1.77M | 44.82K | +53.46% |
2023-12-31 | INVESCO LTD. | 0.47% | 108.29K | 1.49M | 4.83K | +4.67% |
2023-12-31 | OPPENHEIMER & CO INC | 0.45% | 103.88K | 1.43M | -1.7K | -1.61% |
2023-12-31 | ADVISOR GROUP HOLDINGS, INC. | 0.44% | 101.19K | 1.39M | -49.25K | -32.74% |
2023-12-31 | CURATED WEALTH PARTNERS LLC | 0.39% | 89.76K | 1.23M | 415 | +0.46% |
2023-12-31 | NEWEDGE WEALTH, LLC | 0.37% | 84.07K | 1.16M | 84.07K | +100.00% |
2023-12-31 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.33% | 74.84K | 1.03M | -572 | -0.76% |
2023-12-31 | VIRTUS ETF ADVISERS LLC | 0.16% | 37.34K | 513.41K | -13.5K | -26.55% |
2023-12-31 | ROYAL BANK OF CANADA | 0.16% | 37.26K | 512K | -1.56K | -4.01% |
2023-12-31 | MIRACLE MILE ADVISORS, LLC | 0.15% | 35K | 481.25K | 0 | 0 |
2023-12-31 | FIRST FOUNDATION ADVISORS | 0% | 0 | - | -16.8K | -100.00% |
2023-12-31 | WESTCHESTER CAPITAL MANAGEMENT, LLC | 0.14% | 32.33K | 444.47K | 0 | 0 |
2023-12-31 | NEUBERGER BERMAN GROUP LLC | 0.13% | 30K | 412.5K | 0 | 0 |
2023-12-31 | INTEGRATED WEALTH CONCEPTS LLC | 0.12% | 26.92K | 370.21K | -3.25K | -10.77% |
2023-12-31 | ADVISOR RESOURCE COUNCIL | 0.11% | 26.16K | 359.74K | 26.16K | +100.00% |
2023-12-31 | JPMORGAN CHASE & CO | 0.11% | 24.97K | 343.37K | 24.97K | +100.00% |
2023-12-31 | CETERA ADVISOR NETWORKS LLC | 0.1% | 23.06K | 317.13K | 6.49K | +39.16% |
2023-12-31 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.09% | 21.21K | 291.65K | 0 | 0 |
2023-12-31 | NEWEDGE ADVISORS, LLC | 0.09% | 20.71K | 282.53K | 4.8K | +30.18% |
2023-12-31 | LPL FINANCIAL LLC | 0.09% | 20.09K | 276.18K | 713 | +3.68% |
2023-12-31 | JEFFERIES FINANCIAL GROUP INC. | 0.08% | 18.34K | 252.19K | 0 | 0 |
2023-12-31 | CI PRIVATE WEALTH, LLC | 0.08% | 18.21K | 250.45K | -2.69K | -12.88% |
2023-12-31 | ENVESTNET ASSET MANAGEMENT INC | 0.08% | 17.5K | 240.67K | 2.99K | +20.60% |
2023-12-31 | E&G ADVISORS, LP | 0.07% | 16.75K | 230.26K | -3.5K | -17.29% |
2023-12-31 | WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 0.07% | 15.44K | 212.23K | 0 | 0 |
2023-12-31 | | 0.05% | 12.4K | 170.5K | 12.4K | +100.00% |
2023-12-31 | CAMELOT PORTFOLIOS, LLC | 0.05% | 10.4K | 143K | 0 | 0 |
2023-12-31 | SPIRE WEALTH MANAGEMENT | 0.03% | 6.5K | 88.6K | 3K | +85.71% |
2023-12-31 | WEBSTER BANK, N. A. | 0.01% | 2.53K | 34.8K | 0 | 0 |
2023-12-31 | TRUVESTMENTS CAPITAL LLC | 0.01% | 2K | 27.5K | 2K | +100.00% |
2023-12-31 | CAROLINAS WEALTH CONSULTING LLC | 0.01% | 1.67K | 23K | 0 | 0 |
2023-12-31 | ADVISORY SERVICES NETWORK, LLC | 0% | 1.05K | 14.42K | 1.05K | +100.00% |
2023-12-31 | BENJAMIN F. EDWARDS & COMPANY, INC. | 0% | 727 | 10K | 727 | +100.00% |
2023-12-31 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 309 | 4.25K | 0 | 0 |
2023-12-31 | COMERICA BANK | 0% | 116 | 1.59K | -76 | -39.58% |
2023-12-31 | AMERICAN NATIONAL BANK | 0% | 86 | 1.18K | 86 | +100.00% |
2023-09-30 | WELLS FARGO & COMPANY/MN | 3.2% | 733.71K | - | 166.89K | +29.44% |
2023-09-30 | CWM, LLC | 0% | 0 | - | -86 | -100.00% |
2023-09-30 | LOGAN STONE CAPITAL, LLC | 0% | 0 | - | -70.79K | -100.00% |
2023-09-30 | VIRTU FINANCIAL LLC | 0% | 0 | - | -11.62K | -100.00% |
2023-09-30 | SHAKER FINANCIAL SERVICES, LLC | 0% | 0 | - | -66.75K | -100.00% |
2023-09-30 | SABA CAPITAL MANAGEMENT, L.P. | 0% | 0 | - | -64.31K | -100.00% |
2023-09-30 | HIGHTOWER ADVISORS, LLC | 0% | 0 | - | -34.23K | -100.00% |
2023-09-30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 0 | - | -1.12K | -100.00% |
2023-09-30 | GOLDMAN SACHS GROUP INC | 0% | 0 | - | -14.7K | -100.00% |
2023-09-30 | COMERICA BANK | 0% | 192 | - | 192 | +100.00% |
2023-09-30 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 309 | - | 0 | 0 |
2023-09-30 | PRINCETON GLOBAL ASSET MANAGEMENT LLC | 0% | 800 | - | 0 | 0 |
2023-09-30 | CAROLINAS WEALTH CONSULTING LLC | 0.01% | 1.67K | - | 0 | 0 |
2023-09-30 | WEBSTER BANK, N. A. | 0.01% | 2.53K | - | 0 | 0 |
2023-09-30 | SPIRE WEALTH MANAGEMENT | 0.02% | 3.5K | - | 0 | 0 |
2023-09-30 | CAMELOT PORTFOLIOS, LLC | 0.05% | 10.4K | - | 0 | 0 |
2023-09-30 | 9258 WEALTH MANAGEMENT, LLC | 0.06% | 13.12K | - | 103 | +0.79% |
2023-09-30 | ENVESTNET ASSET MANAGEMENT INC | 0.06% | 14.51K | - | 1.33K | +10.05% |
2023-09-30 | NEWEDGE ADVISORS, LLC | 0.07% | 15.91K | - | -15.4K | -49.19% |
2023-09-30 | CETERA ADVISOR NETWORKS LLC | 0.07% | 16.57K | - | -2.45K | -12.86% |
2023-09-30 | FIRST FOUNDATION ADVISORS | 0.07% | 16.8K | - | 0 | 0 |
2023-09-30 | JEFFERIES FINANCIAL GROUP INC. | 0.08% | 18.34K | - | 18.34K | +100.00% |
2023-09-30 | LPL FINANCIAL LLC | 0.08% | 19.37K | - | -440 | -2.22% |
2023-09-30 | E&G ADVISORS, LP | 0.09% | 20.25K | - | -300 | -1.46% |
2023-09-30 | CI PRIVATE WEALTH, LLC | 0.09% | 20.91K | - | -159 | -0.75% |
2023-09-30 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.09% | 21.21K | - | 0 | 0 |
2023-09-30 | NEUBERGER BERMAN GROUP LLC | 0.13% | 30K | - | 0 | 0 |
2023-09-30 | INTEGRATED WEALTH CONCEPTS LLC | 0.13% | 30.18K | - | -1.89K | -5.90% |
2023-09-30 | AQR ARBITRAGE LLC | 0.14% | 31.02K | - | -68.48K | -68.82% |
2023-09-30 | WESTCHESTER CAPITAL MANAGEMENT, LLC | 0.14% | 32.33K | - | 14.7K | +83.39% |
2023-09-30 | MIRACLE MILE ADVISORS, LLC | 0.15% | 35K | - | 0 | 0 |
2023-09-30 | ROYAL BANK OF CANADA | 0.17% | 38.81K | - | -6.46K | -14.27% |
2023-09-30 | VIRTUS ETF ADVISERS LLC | 0.22% | 50.84K | - | 50.84K | +100.00% |
2023-09-30 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.33% | 75.41K | - | -1.48K | -1.93% |
2023-09-30 | RAYMOND JAMES & ASSOCIATES | 0.37% | 83.84K | - | 62.97K | +301.80% |
2023-09-30 | CURATED WEALTH PARTNERS LLC | 0.39% | 89.35K | - | 1.19K | +1.34% |
2023-09-30 | INVESCO LTD. | 0.45% | 103.46K | - | -5.2K | -4.78% |
2023-09-30 | OPPENHEIMER & CO INC | 0.46% | 105.58K | - | -6.62K | -5.90% |
2023-09-30 | ADVISOR GROUP HOLDINGS, INC. | 0.66% | 150.44K | - | 48.24K | +47.20% |
2023-09-30 | UBS GROUP AG | 0.88% | 201.6K | - | 916 | +0.46% |
2023-09-30 | GUGGENHEIM CAPITAL LLC | 0.91% | 207.61K | - | -2.06K | -0.98% |
2023-09-30 | FIRST TRUST ADVISORS LP | 0.91% | 208.58K | - | -7.14K | -3.31% |
2023-09-30 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.03% | 236.39K | - | 29.69K | +14.37% |
2023-09-30 | CAPITAL INVESTMENT ADVISORS, LLC | 1.12% | 257.32K | - | 8.24K | +3.31% |
2023-09-30 | STIFEL FINANCIAL CORP | 1.33% | 304.56K | - | -2.6K | -0.85% |
2023-09-30 | VIVALDI CAPITAL MANAGEMENT LP | 1.37% | 314.71K | - | -25.71K | -7.55% |
2023-09-30 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1.48% | 338.56K | - | -15.17K | -4.29% |
2023-09-30 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1.7% | 389.25K | - | 35.4K | +10.00% |
2023-09-30 | SIT INVESTMENT ASSOCIATES INC | 2.13% | 487.79K | - | 0 | 0 |
2023-09-30 | MORGAN STANLEY | 2.96% | 678.77K | - | -302.46K | -30.82% |