2024-03-31 | SPIRE WEALTH MANAGEMENT | 0.06% | 21.73K | 259.44K | 0 | 0 |
2024-03-31 | TRUIST FINANCIAL CORP | 0.06% | 21.76K | 259.77K | -592 | -2.65% |
2024-03-31 | WINDSOR CAPITAL MANAGEMENT, LLC | 0.06% | 21.93K | 261.8K | 305 | +1.41% |
2024-03-31 | MARINER, LLC | 0.06% | 22.1K | 263.86K | -5.61K | -20.25% |
2024-03-31 | OXBOW ADVISORS, LLC | 0.06% | 22.11K | 264.01K | 133 | +0.61% |
2024-03-31 | CETERA INVESTMENT ADVISERS | 0.07% | 23.13K | 276.11K | 9.77K | +73.19% |
2024-03-31 | AMERITAS ADVISORY SERVICES, LLC | 0.08% | 27.02K | 316.91K | 13.98K | +107.28% |
2024-03-31 | ADVISORS ASSET MANAGEMENT, INC. | 0.8% | 278.29K | 3.32M | -41.83K | -13.07% |
2024-03-31 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.86% | 297.38K | 3.55M | -159.7K | -34.94% |
2024-03-31 | BAIRD FINANCIAL GROUP, INC. | 0.89% | 306.75K | 3.66M | 148.03K | +93.26% |
2024-03-31 | ARETE WEALTH ADVISORS, LLC | 0.95% | 327.31K | 3.91M | 23.43K | +7.71% |
2024-03-31 | LPL FINANCIAL LLC | 1.14% | 395.4K | 4.72M | 30.05K | +8.22% |
2024-03-31 | RAYMOND JAMES & ASSOCIATES | 1.21% | 417.17K | 4.98M | -21.03K | -4.80% |
2024-03-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1.27% | 438.44K | 5.23M | 8.79K | +2.05% |
2024-03-31 | AVANTAX ADVISORY SERVICES, INC. | 0.06% | 19.71K | 235.3K | -5.93K | -23.12% |
2024-03-31 | VANGUARD CAPITAL WEALTH ADVISORS | 0.06% | 20.62K | 246.21K | -976 | -4.52% |
2024-03-31 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.08% | 27.24K | 325.23K | -7.47K | -21.52% |
2024-03-31 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.09% | 32.16K | 383.36K | 0 | 0 |
2024-03-31 | PFG INVESTMENTS, LLC | 0.11% | 37.38K | 446.35K | 37.38K | +100.00% |
2024-03-31 | INVESCO LTD. | 0.47% | 161.58K | 1.93M | -4.3K | -2.59% |
2024-03-31 | UBS GROUP AG | 0.54% | 188.16K | 2.25M | -42.97K | -18.59% |
2024-03-31 | COMMONWEALTH EQUITY SERVICES, LLC | 0.7% | 242.96K | 2.9M | 242.96K | +100.00% |
2024-03-31 | MORGAN STANLEY | 5.39% | 1.86M | 22.25M | -133.82K | -6.70% |
2024-03-31 | GUGGENHEIM CAPITAL LLC | 1.65% | 571.77K | 6.83M | 76.62K | +15.47% |
2024-03-31 | WELLS FARGO & COMPANY/MN | 2.13% | 737.45K | 8.81M | -1.31K | -0.18% |
2024-03-31 | BEACON POINTE ADVISORS, LLC | 0.09% | 31.56K | 376.8K | 0 | 0 |
2024-03-31 | HERON BAY CAPITAL MANAGEMENT | 0.1% | 35.11K | 419.26K | 0 | 0 |
2024-03-31 | TWELVE POINTS WEALTH MANAGEMENT LLC | 0.1% | 35.88K | 428.43K | 1 | 0.00% |
2024-03-31 | COMERICA BANK | 0.12% | 42.92K | 512.47K | -113 | -0.26% |
2024-03-31 | STOLPER CO | 0.16% | 56.66K | 676K | 1.29K | +2.32% |
2024-03-31 | NEWEDGE ADVISORS, LLC | 0.17% | 59.39K | 709.16K | -3.2K | -5.11% |
2024-03-31 | 9258 WEALTH MANAGEMENT, LLC | 0.17% | 59.42K | 709.51K | 908 | +1.55% |
2024-03-31 | CYNDEO WEALTH PARTNERS, LLC | 0.18% | 63.41K | 757.1K | 0 | 0 |
2024-03-31 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.2% | 69.41K | 829K | 548 | +0.80% |
2024-03-31 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.22% | 74.93K | 894.62K | -51.74K | -40.85% |
2024-03-31 | BANK OF AMERICA CORP /DE/ | 0.28% | 95.68K | 1.14M | -22.05K | -18.73% |
2024-03-31 | SHAKER FINANCIAL SERVICES, LLC | 0.29% | 99.8K | 1.19M | -128.03K | -56.20% |
2024-03-31 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.37% | 129.62K | 1.55M | 1.22K | +0.95% |
2024-03-31 | FCA CORP /TX | 0.38% | 129.93K | 1.55M | 33.4K | +34.60% |
2024-03-31 | FORMIDABLE ASSET MANAGEMENT, LLC | 0.38% | 131.44K | 1.57M | -2.52K | -1.88% |
2024-03-31 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 0.43% | 150.34K | 1.8M | 1.83K | +1.23% |
2024-03-31 | CETERA ADVISOR NETWORKS LLC | 0.05% | 16.62K | 198.41K | 5.34K | +47.41% |
2024-03-31 | ENVESTNET ASSET MANAGEMENT INC | 0.05% | 15.72K | 187.64K | -7.69K | -32.85% |
2024-03-31 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.04% | 15.48K | 184.86K | 1.73K | +12.57% |
2024-03-31 | OPPENHEIMER & CO INC | 0.04% | 13.3K | 158.77K | -700 | -5.00% |
2024-03-31 | PARK AVENUE SECURITIES LLC | 0.04% | 13.06K | 156K | 1.35K | +11.51% |
2024-03-31 | CAPITAL INVESTMENT ADVISORS, LLC | 0.03% | 11.95K | 142.73K | -465 | -3.74% |
2024-03-31 | TRANSCEND CAPITAL ADVISORS, LLC | 0.03% | 11.68K | 139.47K | 0 | 0 |
2024-03-31 | MELFA WEALTH MANAGEMENT, LLC | 0.03% | 11.28K | 134.72K | 37 | +0.33% |
2024-03-31 | CAPITAL WEALTH ALLIANCE, LLC | 0.03% | 10.73K | 128.12K | 10.73K | +100.00% |
2024-03-31 | ADVISOR GROUP HOLDINGS, INC. | 0.46% | 159.06K | 1.9M | 3.03K | +1.94% |
2024-03-31 | AQR ARBITRAGE LLC | 0.48% | 165.99K | 1.98M | -77.21K | -31.75% |
2024-03-31 | ATOMI FINANCIAL GROUP, INC. | 0.05% | 16.78K | 200.38K | 1.16K | +7.45% |
2024-03-31 | PINNACLE WEALTH PLANNING SERVICES, INC. | 0.05% | 16.81K | 200.65K | -212 | -1.25% |
2024-03-31 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.05% | 18.59K | 222.02K | -4.71K | -20.22% |
2024-03-31 | PNC FINANCIAL SERVICES GROUP, INC. | 0.05% | 18.61K | 222.15K | 0 | 0 |
2024-03-31 | RAYMOND JAMES TRUST N.A. | 0.06% | 19.27K | 230.07K | 8K | +70.99% |
2024-03-31 | MOORS & CABOT, INC. | 0.06% | 21K | 250.74K | 21K | +100.00% |
2024-03-31 | CENTURION WEALTH MANAGEMENT LLC | 0.06% | 21.73K | 259.44K | 0 | 0 |
2023-12-31 | CORECAP ADVISORS, LLC | 0.05% | 17.37K | 197.67K | 6.82K | +64.64% |
2023-12-31 | WELLS FARGO & COMPANY/MN | 2.14% | 738.76K | 8.41M | 34.25K | +4.86% |
2023-12-31 | GUGGENHEIM CAPITAL LLC | 1.43% | 495.15K | 5.63M | 18.62K | +3.91% |
2023-12-31 | KOSHINSKI ASSET MANAGEMENT, INC. | 1.32% | 457.09K | 5.2M | 175.68K | +62.43% |
2023-12-31 | RAYMOND JAMES & ASSOCIATES | 1.27% | 438.2K | 4.99M | 61.85K | +16.44% |
2023-12-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1.24% | 429.65K | 4.89M | 5.32K | +1.25% |
2023-12-31 | LPL FINANCIAL LLC | 1.06% | 365.36K | 4.16M | 56.5K | +18.29% |
2023-12-31 | ADVISORS ASSET MANAGEMENT, INC. | 0.93% | 320.11K | 3.64M | -124.78K | -28.05% |
2023-12-31 | ARETE WEALTH ADVISORS, LLC | 0.88% | 303.88K | 3.46M | 10.28K | +3.50% |
2023-12-31 | WOLVERINE ASSET MANAGEMENT LLC | 0.73% | 253.6K | 2.89M | 216.29K | +579.56% |
2023-12-31 | AQR ARBITRAGE LLC | 0.7% | 243.19K | 2.77M | 169.99K | +232.20% |
2023-12-31 | UBS GROUP AG | 0.67% | 231.13K | 2.63M | -11.77K | -4.85% |
2023-12-31 | SHAKER FINANCIAL SERVICES, LLC | 0.66% | 227.82K | 2.59M | 17.14K | +8.13% |
2023-12-31 | INVESCO LTD. | 0.48% | 165.88K | 1.89M | 5.69K | +3.55% |
2023-12-31 | BAIRD FINANCIAL GROUP, INC. | 0.46% | 158.72K | 1.81M | 13.44K | +9.25% |
2023-12-31 | ADVISOR GROUP HOLDINGS, INC. | 0.45% | 156.03K | 1.78M | -96.76K | -38.28% |
2023-12-31 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 0.43% | 148.51K | 1.69M | 3.88K | +2.69% |
2023-12-31 | FORMIDABLE ASSET MANAGEMENT, LLC | 0.39% | 133.96K | 1.52M | 1.53K | +1.15% |
2023-12-31 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.37% | 128.4K | 1.46M | -6.95K | -5.13% |
2023-12-31 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.37% | 126.67K | 1.44M | 96.76K | +323.52% |
2023-12-31 | BANK OF AMERICA CORP /DE/ | 0.34% | 117.73K | 1.34M | -50.02K | -29.82% |
2023-12-31 | FCA CORP /TX | 0.28% | 96.53K | 1.1M | -10.28K | -9.62% |
2023-12-31 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.2% | 68.86K | 784K | 3.07K | +4.66% |
2023-12-31 | FLOW STATE INVESTMENTS, L.P. | 0.2% | 67.38K | 766.78K | 53.21K | +375.65% |
2023-12-31 | CYNDEO WEALTH PARTNERS, LLC | 0.18% | 63.41K | 721.59K | 0 | 0 |
2023-12-31 | NEWEDGE ADVISORS, LLC | 0.18% | 62.59K | 719.69K | 3.77K | +6.41% |
2023-12-31 | 9258 WEALTH MANAGEMENT, LLC | 0.17% | 58.52K | 665.91K | -3.82K | -6.13% |
2023-12-31 | STOLPER CO | 0.16% | 55.37K | 630K | 1.02K | +1.87% |
2023-12-31 | ADVISOR RESOURCE COUNCIL | 0.16% | 55.11K | 627.09K | 55.11K | +100.00% |
2023-12-31 | FOURTHOUGHT FINANCIAL PARTNERS, LLC | 0.16% | 54.05K | 615.05K | -1.24K | -2.24% |
2023-12-31 | COMERICA BANK | 0.12% | 43.03K | 489.72K | 7.82K | +22.22% |
2023-12-31 | TWELVE POINTS WEALTH MANAGEMENT LLC | 0.1% | 35.88K | 408.33K | -3K | -7.70% |
2023-12-31 | HERON BAY CAPITAL MANAGEMENT | 0.1% | 35.11K | 399.6K | 0 | 0 |
2023-12-31 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.1% | 34.71K | 394.99K | -4.15K | -10.68% |
2023-12-31 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.09% | 32.16K | 365.99K | -2.13K | -6.20% |
2023-12-31 | BEACON POINTE ADVISORS, LLC | 0.09% | 31.56K | 359.13K | -1.46K | -4.42% |
2023-12-31 | MARINER, LLC | 0.08% | 27.71K | 315.35K | 5.04K | +22.22% |
2023-12-31 | AVANTAX ADVISORY SERVICES, INC. | 0.07% | 25.63K | 291.7K | -1.37K | -5.08% |
2023-12-31 | ENVESTNET ASSET MANAGEMENT INC | 0.07% | 23.4K | 266.31K | -536 | -2.24% |
2023-12-31 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.07% | 23.31K | 265.23K | -5.6K | -19.38% |
2023-12-31 | TRUIST FINANCIAL CORP | 0.06% | 22.35K | 254.32K | -587 | -2.56% |
2023-12-31 | OXBOW ADVISORS, LLC | 0.06% | 21.98K | 250.11K | 703 | +3.30% |
2023-12-31 | CENTURION WEALTH MANAGEMENT LLC | 0.06% | 21.73K | 247.27K | 0 | 0 |
2023-12-31 | SPIRE WEALTH MANAGEMENT | 0.06% | 21.73K | 246.18K | 0 | 0 |
2023-12-31 | WINDSOR CAPITAL MANAGEMENT, LLC | 0.06% | 21.62K | 246.04K | -74 | -0.34% |
2023-12-31 | VANGUARD CAPITAL WEALTH ADVISORS | 0.06% | 21.6K | 245.77K | 1.93K | +9.80% |
2023-12-31 | ELEQUIN SECURITIES, LLC | 0.06% | 19.93K | 226.77K | 14.59K | +273.23% |
2023-12-31 | PNC FINANCIAL SERVICES GROUP, INC. | 0.05% | 18.61K | 211.73K | 0 | 0 |
2023-12-31 | MORGAN STANLEY | 5.79% | 2M | 22.73M | -271.65K | -11.97% |
2023-12-31 | PINNACLE WEALTH PLANNING SERVICES, INC. | 0.05% | 17.02K | 193.66K | -3.28K | -16.15% |
2023-09-30 | FLOW STATE INVESTMENTS, L.P. | 0.04% | 14.17K | - | 14.17K | +100.00% |
2023-09-30 | PARK AVENUE SECURITIES LLC | 0.04% | 15K | - | -2.21K | -12.84% |
2023-09-30 | ATOMI FINANCIAL GROUP, INC. | 0.05% | 16.5K | - | 0 | 0 |
2023-09-30 | OPPENHEIMER & CO INC | 0.05% | 17K | - | 2.9K | +20.57% |
2023-09-30 | ATRIA WEALTH SOLUTIONS, INC. | 0.05% | 17.54K | - | 0 | 0 |
2023-09-30 | PNC FINANCIAL SERVICES GROUP, INC. | 0.05% | 18.61K | - | 0 | 0 |
2023-09-30 | VANGUARD CAPITAL WEALTH ADVISORS | 0.06% | 19.67K | - | -577 | -2.85% |
2023-09-30 | PINNACLE WEALTH PLANNING SERVICES, INC. | 0.06% | 20.29K | - | -874 | -4.13% |
2023-09-30 | WINDSOR CAPITAL MANAGEMENT, LLC | 0.06% | 21.7K | - | 32 | +0.15% |
2023-09-30 | CENTURION WEALTH MANAGEMENT LLC | 0.06% | 21.73K | - | 10.11K | +87.06% |
2023-09-30 | SPIRE WEALTH MANAGEMENT | 0.06% | 21.73K | - | 10.11K | +87.06% |
2023-09-30 | MARINER, LLC | 0.07% | 22.67K | - | -2.31K | -9.24% |
2023-09-30 | TRUIST FINANCIAL CORP | 0.07% | 22.94K | - | 12 | +0.05% |
2023-09-30 | ENVESTNET ASSET MANAGEMENT INC | 0.07% | 23.94K | - | -3.81K | -13.72% |
2023-09-30 | AMERITAS ADVISORY SERVICES, LLC | 0.07% | 25.3K | - | -780 | -2.99% |
2023-09-30 | AVANTAX ADVISORY SERVICES, INC. | 0.08% | 27.01K | - | -8.42K | -23.78% |
2023-09-30 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.08% | 28.91K | - | 354 | +1.24% |
2023-09-30 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.09% | 29.91K | - | 9.4K | +45.83% |
2023-09-30 | BEACON POINTE ADVISORS, LLC | 0.1% | 33.02K | - | 33.02K | +100.00% |
2023-09-30 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.1% | 34.29K | - | 0 | 0 |
2023-09-30 | HERON BAY CAPITAL MANAGEMENT | 0.1% | 35.11K | - | 0 | 0 |
2023-09-30 | COMERICA BANK | 0.1% | 35.21K | - | 35.21K | +100.00% |
2023-09-30 | WOLVERINE ASSET MANAGEMENT LLC | 0.11% | 37.32K | - | 37.32K | +100.00% |
2023-09-30 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.11% | 38.86K | - | 2.26K | +6.16% |
2023-09-30 | TWELVE POINTS WEALTH MANAGEMENT LLC | 0.11% | 38.88K | - | -124 | -0.32% |
2023-09-30 | STOLPER CO | 0.16% | 54.35K | - | -844 | -1.53% |
2023-09-30 | FOURTHOUGHT FINANCIAL PARTNERS, LLC | 0.16% | 55.29K | - | 8.03K | +17.00% |
2023-09-30 | NEWEDGE ADVISORS, LLC | 0.17% | 58.82K | - | -5.3K | -8.27% |
2023-09-30 | WEALTH MANAGEMENT SOLUTIONS, LLC | 0.17% | 59.69K | - | -331 | -0.55% |
2023-09-30 | 9258 WEALTH MANAGEMENT, LLC | 0.18% | 62.34K | - | -1.01K | -1.59% |
2023-09-30 | CYNDEO WEALTH PARTNERS, LLC | 0.18% | 63.41K | - | 0 | 0 |
2023-09-30 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.19% | 65.79K | - | -1.17K | -1.74% |
2023-09-30 | AQR ARBITRAGE LLC | 0.21% | 73.21K | - | 73.21K | +100.00% |
2023-09-30 | FCA CORP /TX | 0.31% | 106.81K | - | 14.21K | +15.34% |
2023-09-30 | FORMIDABLE ASSET MANAGEMENT, LLC | 0.38% | 132.44K | - | 9.61K | +7.83% |
2023-09-30 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.39% | 135.35K | - | 135.35K | +100.00% |
2023-09-30 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 0.42% | 144.63K | - | 8.98K | +6.62% |
2023-09-30 | BAIRD FINANCIAL GROUP, INC. | 0.42% | 145.28K | - | 77.13K | +113.17% |
2023-09-30 | INVESCO LTD. | 0.46% | 160.19K | - | -6.26K | -3.76% |
2023-09-30 | SHAKER FINANCIAL SERVICES, LLC | 0.61% | 210.68K | - | 69.92K | +49.68% |
2023-09-30 | UBS GROUP AG | 0.7% | 242.9K | - | 226 | +0.09% |
2023-09-30 | ADVISOR GROUP HOLDINGS, INC. | 0.73% | 252.79K | - | 99.55K | +64.96% |
2023-09-30 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.82% | 281.4K | - | 1.31K | +0.47% |
2023-09-30 | ARETE WEALTH ADVISORS, LLC | 0.85% | 293.6K | - | 14.9K | +5.35% |
2023-09-30 | LPL FINANCIAL LLC | 0.89% | 308.86K | - | 25.8K | +9.12% |
2023-09-30 | RAYMOND JAMES & ASSOCIATES | 1.09% | 376.35K | - | 294 | +0.08% |
2023-09-30 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1.23% | 424.33K | - | 18.11K | +4.46% |
2023-09-30 | GUGGENHEIM CAPITAL LLC | 1.38% | 476.53K | - | 4.12K | +0.87% |
2023-09-30 | WELLS FARGO & COMPANY/MN | 2.04% | 704.51K | - | 61.84K | +9.62% |
2023-09-30 | MORGAN STANLEY | 6.57% | 2.27M | - | -357.99K | -13.63% |