Mar 31, 2024 | BUCKINGHAM STRATEGIC WEALTH, LLC | 1.5% | 1.75M | 164.16M | 5.3K | +0.30% |
Mar 31, 2024 | CHURCHILL MANAGEMENT CORP | 1.87% | 2.19M | 204.89M | 2.19M | +100.00% |
Mar 31, 2024 | LPL FINANCIAL LLC | 2.2% | 2.72M | 255.23M | 65.43K | +2.46% |
Mar 31, 2024 | MASON INVESTMENT ADVISORY SERVICES, INC. | 2.33% | 2.72M | 254.75M | -17.13K | -0.63% |
Mar 31, 2024 | MERRIMAN WEALTH MANAGEMENT, LLC | 3.06% | 3.57M | 334.43M | 98.08K | +2.83% |
Mar 31, 2024 | BUCKINGHAM STRATEGIC PARTNERS | 0.6% | 701.26K | 65.72M | 271.91K | +63.33% |
Mar 31, 2024 | ALESCO ADVISORS LLC | 0.61% | 707.9K | 66.34M | 144.43K | +25.63% |
Mar 31, 2024 | OXFORD FINANCIAL GROUP LTD | 0.61% | 712.5K | 66.77M | -5.32K | -0.74% |
Mar 31, 2024 | TCI WEALTH ADVISORS, INC. | 0.64% | 746.12K | 69.92M | 3.41K | +0.46% |
Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.65% | 802.17K | 75.18M | 66K | +8.97% |
Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.65% | 806.65K | 75.56M | 45.24K | +5.94% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.66% | 812.24K | 76.11M | 147.69K | +22.22% |
Mar 31, 2024 | UBS GROUP AG | 0.66% | 822.64K | 77.09M | 166.13K | +25.30% |
Mar 31, 2024 | PLANCORP, LLC | 0.67% | 780.92K | 73.18M | 26.97K | +3.58% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.7% | 820.39K | 76.88M | 820.39K | +100.00% |
Mar 31, 2024 | CREATIVE PLANNING | 4.28% | 5.3M | 496.89M | 458.93K | +9.48% |
Mar 31, 2024 | AVANTAX PLANNING PARTNERS, INC. | 0.75% | 878.86K | 82.36M | 878.86K | +100.00% |
Mar 31, 2024 | EVENSKY & KATZ LLC | 0.78% | 909.78K | 85.26M | 1.6K | +0.18% |
Mar 31, 2024 | ANNEX ADVISORY SERVICES, LLC | 0.87% | 1.02M | 95.45M | -8.02K | -0.78% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.92% | 1.14M | 106.75M | -54.84K | -4.59% |
Mar 31, 2024 | 3EDGE ASSET MANAGEMENT, LP | 0.95% | 1.11M | 104.3M | -45.93K | -3.96% |
Mar 31, 2024 | UNISON ADVISORS LLC | 0.98% | 1.14M | 107.15M | 10.07K | +0.89% |
Mar 31, 2024 | TRUEPOINT, INC. | 1.87% | 2.19M | 204.97M | 50.91K | +2.38% |
Mar 31, 2024 | MORGAN STANLEY | 2.08% | 2.57M | 241.13M | 427.05K | +19.90% |
Mar 31, 2024 | INTELLIGENCE DRIVEN ADVISERS, LLC | 0.27% | 314.94K | 29.51M | -143.08K | -31.24% |
Mar 31, 2024 | PRAIRIEVIEW PARTNERS, LLC | 0.28% | 327.37K | 30.68M | 746 | +0.23% |
Mar 31, 2024 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 0.29% | 343.71K | 32.21M | -5.04K | -1.44% |
Mar 31, 2024 | TEAM HEWINS, LLC | 0.3% | 344.63K | 32.3M | 5.01K | +1.47% |
Mar 31, 2024 | ALLWORTH FINANCIAL LP | 0.3% | 349.89K | 32.79M | 257.75K | +279.74% |
Mar 31, 2024 | KRILOGY FINANCIAL LLC | 0.31% | 365.63K | 34.26M | 7.42K | +2.07% |
Mar 31, 2024 | MARQUETTE ASSET MANAGEMENT, LLC | 0.4% | 470.34K | 44.08M | 2.13K | +0.46% |
Mar 31, 2024 | FINANCIAL PARTNERS GROUP, INC | 0.25% | 311.62K | 29.2M | 99.64K | +47.00% |
Mar 31, 2024 | SHERRILL & HUTCHINS FINANCIAL ADVISORY, INC | 0.25% | 309.3K | 28.98M | -4.4K | -1.40% |
Mar 31, 2024 | FALCON WEALTH PLANNING | 0.25% | 304.52K | 28.54M | -36.15K | -10.61% |
Mar 31, 2024 | EMPOWERED FUNDS, LLC | 0.24% | 295.85K | 27.72M | 295.85K | +100.00% |
Mar 31, 2024 | QUARRY HILL ADVISORS, LLC | 0.24% | 291.19K | 27.29M | 10.42K | +3.71% |
Mar 31, 2024 | CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | 0.23% | 285.57K | 26.76M | 728 | +0.26% |
Mar 31, 2024 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 0.23% | 279.31K | 26.17M | -26.5K | -8.67% |
Mar 31, 2024 | RVW WEALTH, LLC | 0.21% | 263.45K | 24.69M | 20.33K | +8.36% |
Mar 31, 2024 | WERBA RUBIN PAPIER WEALTH MANAGEMENT | 0.39% | 456.46K | 42.77M | -1.41K | -0.31% |
Mar 31, 2024 | RELATIVE VALUE PARTNERS GROUP, LLC | 0.38% | 449.31K | 39.18M | 1.2K | +0.27% |
Mar 31, 2024 | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 0.38% | 446.85K | 41.87M | 13.6K | +3.14% |
Mar 31, 2024 | MEREDITH WEALTH PLANNING | 0.38% | 445.17K | 41.72M | 672 | +0.15% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.35% | 436.45K | 40.9M | 74.88K | +20.71% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.35% | 429.26K | 40.23M | 62.79K | +17.14% |
Mar 31, 2024 | TRUWEALTH ADVISORS, LLC | 0.34% | 392.13K | 36.75M | 12.05K | +3.17% |
Mar 31, 2024 | CI PRIVATE WEALTH, LLC | 0.34% | 391.96K | 36.73M | -303.67K | -43.65% |
Mar 31, 2024 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.33% | 386.47K | 36.22M | 35.86K | +10.23% |
Mar 31, 2024 | MOISAND FITZGERALD TAMAYO, LLC | 0.45% | 526.72K | 49.36M | 13.04K | +2.54% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.48% | 588.35K | 55.13M | 38.93K | +7.08% |
Mar 31, 2024 | AMERICAN CENTURY COMPANIES INC | 0.5% | 585.43K | 54.86M | 44.22K | +8.17% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.51% | 627.74K | 58.83M | 109.35K | +21.09% |
Mar 31, 2024 | SATOVSKY ASSET MANAGEMENT LLC | 0.53% | 617.16K | 57.83M | 216 | +0.04% |
Mar 31, 2024 | HILL INVESTMENT GROUP PARTNERS, LLC | 0.55% | 641.32K | 60.1M | 5.44K | +0.86% |
Mar 31, 2024 | PARCION PRIVATE WEALTH LLC | 0.57% | 659.92K | 61.84M | 1.88K | +0.28% |
Mar 31, 2024 | WMS PARTNERS, LLC | 0.58% | 676.95K | 63.44M | 21.16K | +3.23% |
Mar 31, 2024 | WAVERLY ADVISORS, LLC | 0.59% | 685.01K | 64.19M | 64.14K | +10.33% |
Mar 31, 2024 | CARLSON CAPITAL MANAGEMENT | 0.59% | 689.54K | 64.62M | -280.63K | -28.93% |
Dec 31, 2023 | WERBA RUBIN PAPIER WEALTH MANAGEMENT | 0.44% | 457.86K | 41.12M | -2.51K | -0.55% |
Dec 31, 2023 | CREATIVE PLANNING | 4.67% | 4.84M | 434.94M | 280.7K | +6.15% |
Dec 31, 2023 | MERRIMAN WEALTH MANAGEMENT, LLC | 3.34% | 3.47M | 311.67M | -143.03K | -3.96% |
Dec 31, 2023 | LPL FINANCIAL LLC | 2.56% | 2.66M | 238.71M | 514.65K | +24.01% |
Dec 31, 2023 | MORGAN STANLEY | 2.07% | 2.15M | 192.72M | 583.97K | +37.38% |
Dec 31, 2023 | TRUEPOINT, INC. | 2.06% | 2.14M | 191.85M | 25.12K | +1.19% |
Dec 31, 2023 | BUCKINGHAM STRATEGIC WEALTH, LLC | 1.68% | 1.75M | 156.84M | 163.23K | +10.31% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 1.15% | 1.19M | 107.22M | 269.58K | +29.16% |
Dec 31, 2023 | 3EDGE ASSET MANAGEMENT, LP | 1.12% | 1.16M | 104.07M | 1.16M | +100.00% |
Dec 31, 2023 | UNISON ADVISORS LLC | 1.09% | 1.13M | 101.78M | 5.64K | +0.50% |
Dec 31, 2023 | ANNEX ADVISORY SERVICES, LLC | 0.99% | 1.03M | 92.18M | -7.06K | -0.68% |
Dec 31, 2023 | | 0.3% | 313.7K | 28.17M | 313.7K | +100.00% |
Dec 31, 2023 | CARLSON CAPITAL MANAGEMENT | 0.93% | 970.18K | 87.12M | 105.17K | +12.16% |
Dec 31, 2023 | EVENSKY & KATZ LLC | 0.87% | 908.18K | 81.55M | 20.06K | +2.26% |
Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.73% | 761.4K | 68.37M | -1.12K | -0.15% |
Dec 31, 2023 | PLANCORP, LLC | 0.73% | 753.95K | 67.7M | 37.87K | +5.29% |
Dec 31, 2023 | TCI WEALTH ADVISORS, INC. | 0.72% | 742.71K | 66.7M | 16.76K | +2.31% |
Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.71% | 736.17K | 66.11M | -63.88K | -7.98% |
Dec 31, 2023 | OXFORD FINANCIAL GROUP LTD | 0.69% | 717.82K | 64.46M | 34.66K | +5.07% |
Dec 31, 2023 | CI PRIVATE WEALTH, LLC | 0.67% | 695.62K | 62.47M | 292.01K | +72.35% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.64% | 664.55K | 59.68M | 130.16K | +24.36% |
Dec 31, 2023 | PARCION PRIVATE WEALTH LLC | 0.63% | 658.05K | 59.09M | 83.09K | +14.45% |
Dec 31, 2023 | UBS GROUP AG | 0.63% | 656.52K | 58.96M | 290.78K | +79.51% |
Dec 31, 2023 | WMS PARTNERS, LLC | 0.63% | 655.78K | 58.89B | 47.3K | +7.77% |
Dec 31, 2023 | WAVERLY ADVISORS, LLC | 0.6% | 620.87K | 55.75M | 55.25K | +9.77% |
Dec 31, 2023 | SATOVSKY ASSET MANAGEMENT LLC | 0.59% | 616.94K | 55.4M | -10.45K | -1.67% |
Dec 31, 2023 | ALESCO ADVISORS LLC | 0.54% | 563.47K | 50.6M | 563.47K | +100.00% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.53% | 549.42K | 49.34M | 108.86K | +24.71% |
Dec 31, 2023 | AMERICAN CENTURY COMPANIES INC | 0.52% | 541.21K | 48.6M | 66.94K | +14.11% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.5% | 518.4K | 46.55M | 25.52K | +5.18% |
Dec 31, 2023 | MOISAND FITZGERALD TAMAYO, LLC | 0.49% | 513.68K | 46.13M | 8.28K | +1.64% |
Dec 31, 2023 | MARQUETTE ASSET MANAGEMENT, LLC | 0.45% | 468.2K | 42.04M | 57.9K | +14.11% |
Dec 31, 2023 | INTELLIGENCE DRIVEN ADVISERS, LLC | 0.44% | 458.02K | 39.94M | 254.68K | +125.24% |
Dec 31, 2023 | RELATIVE VALUE PARTNERS GROUP, LLC | 0.43% | 448.1K | 40.24M | 39.38K | +9.63% |
Dec 31, 2023 | MEREDITH WEALTH PLANNING | 0.43% | 444.5K | 39.92M | -67.05K | -13.11% |
Dec 31, 2023 | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 0.42% | 433.25K | 38.91M | 18K | +4.34% |
Dec 31, 2023 | BUCKINGHAM STRATEGIC PARTNERS | 0.41% | 429.36K | 38.56M | 40.64K | +10.46% |
Dec 31, 2023 | TRUWEALTH ADVISORS, LLC | 0.37% | 380.08K | 34.13M | 48.22K | +14.53% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.35% | 366.46K | 32.91M | 76.87K | +26.54% |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.35% | 361.57K | 32.47M | 19.77K | +5.78% |
Dec 31, 2023 | KRILOGY FINANCIAL LLC | 0.35% | 358.21K | 32.17M | 21.96K | +6.53% |
Dec 31, 2023 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.34% | 350.6K | 31.48M | 25.41K | +7.81% |
Dec 31, 2023 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 0.34% | 348.75K | 31.32M | -2.61K | -0.74% |
Dec 31, 2023 | FALCON WEALTH PLANNING | 0.33% | 340.67K | 30.59M | 27.45K | +8.77% |
Dec 31, 2023 | TEAM HEWINS, LLC | 0.33% | 339.63K | 30.5M | 5.51K | +1.65% |
Dec 31, 2023 | PRAIRIEVIEW PARTNERS, LLC | 0.31% | 326.63K | 29.33M | -1.9K | -0.58% |
Dec 31, 2023 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 0.29% | 305.81K | 27.45M | 1.71K | +0.56% |
Dec 31, 2023 | AE WEALTH MANAGEMENT LLC | 0.28% | 288.17K | 25.58M | 78.84K | +37.66% |
Mar 31, 2023 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0% | 10.83K | - | 3.1K | +40.20% |
Mar 31, 2023 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0% | 0 | - | -1.66K | -100.00% |
Mar 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0% | 0 | - | -54.26K | -100.00% |
Mar 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 0% | 0 | - | -26.6K | -100.00% |
Mar 31, 2023 | MML INVESTORS SERVICES, LLC | 0% | 0 | - | -96.32K | -100.00% |
Mar 31, 2023 | CWM, LLC | 0% | 197 | - | 0 | 0 |
Mar 31, 2023 | CAPITAL ANALYSTS, LLC | 0% | 311 | - | 311 | +100.00% |
Mar 31, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 627 | - | 627 | +100.00% |
Mar 31, 2023 | BENJAMIN F. EDWARDS & COMPANY, INC. | 0% | 1.07K | - | -127 | -10.60% |
Mar 31, 2023 | FIRST PREMIER BANK | 0% | 1.71K | - | 1.71K | +100.00% |
Mar 31, 2023 | HRT FINANCIAL LP | 0% | 2.86K | - | -4.13K | -59.06% |
Mar 31, 2023 | BALDRIGE ASSET MANAGEMENT LLC | 0% | 3.03K | - | -14 | -0.46% |
Mar 31, 2023 | BCR WEALTH STRATEGIES, LLC | 0% | 3.79K | - | 0 | 0 |
Mar 31, 2023 | LEAVELL INVESTMENT MANAGEMENT, INC. | 0% | 4.26K | - | 255 | +6.37% |
Mar 31, 2023 | MERCER GLOBAL ADVISORS INC /ADV | 0% | 4.33K | - | -31.44K | -87.89% |
Mar 31, 2023 | RAYMOND JAMES TRUST N.A. | 0% | 5.01K | - | 0 | 0 |
Mar 31, 2023 | INTEGRATED WEALTH CONCEPTS LLC | 0% | 6.18K | - | -3.26K | -34.54% |
Mar 31, 2023 | CREATIVEONE WEALTH, LLC | 0% | 7.05K | - | 444 | +6.72% |
Mar 31, 2023 | FOSTER & MOTLEY INC | 0% | 16.3K | - | 9.68K | +146.17% |
Mar 31, 2023 | SILVER OAK SECURITIES, INCORPORATED | 0% | 18.68K | - | -878 | -4.49% |
Mar 31, 2023 | BETTERMENT LLC | 0% | 20.01K | - | 4.68K | +30.52% |
Mar 31, 2023 | ASSET DEDICATION, LLC | 0% | 20.29K | - | 2.02K | +11.07% |
Mar 31, 2023 | SIMPLEX TRADING, LLC | 0% | 20.73K | - | 20.73K | +100.00% |
Mar 31, 2023 | KOLINSKY WEALTH MANAGEMENT, LLC | 0% | 23.27K | - | 1.78K | +8.30% |
Mar 31, 2023 | FLOW TRADERS U.S. LLC | 0% | 28.06K | - | 28.06K | +100.00% |
Mar 31, 2023 | ROTHSCHILD INVESTMENT CORP /IL | 0% | 37.51K | - | 5.9K | +18.67% |
Mar 31, 2023 | PARK AVENUE SECURITIES LLC | 0% | 38.62K | - | 3.1K | +8.72% |
Mar 31, 2023 | NCM CAPITAL MANAGEMENT, LLC | 0% | 44.28K | - | -523 | -1.17% |
Mar 31, 2023 | HAP TRADING, LLC | 0% | 45.2K | - | 45.2K | +100.00% |
Mar 31, 2023 | USADVISORS WEALTH MANAGEMENT, LLC | 0% | 55.44K | - | -1.77K | -3.09% |
Mar 31, 2023 | GREENWICH WEALTH MANAGEMENT LLC | 0% | 61.36K | - | 2.38K | +4.03% |
Mar 31, 2023 | CENTAURUS FINANCIAL, INC. | 0% | 72.67K | - | 1.31K | +1.83% |
Mar 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0% | 82.5K | - | 8.52K | +11.52% |
Mar 31, 2023 | HIGHLAND FINANCIAL ADVISORS, LLC | 0% | 89.74K | - | 1.51K | +1.71% |
Mar 31, 2023 | OPUS CAPITAL GROUP, LLC | 0% | 94.37K | - | 94.37K | +100.00% |
Mar 31, 2023 | MARINER, LLC | 0% | 115.59K | - | 7.57K | +7.01% |
Mar 31, 2023 | STOCK YARDS BANK & TRUST CO | 0% | 126.48K | - | -1.87K | -1.46% |
Mar 31, 2023 | WALLINGTON ASSET MANAGEMENT, LLC | 0% | 141.92K | - | 73.63K | +107.82% |
Mar 31, 2023 | WINDSOR GROUP LTD | 0% | 270.86K | - | 123.11K | +83.32% |
Mar 31, 2023 | PRAIRIEVIEW PARTNERS, LLC | 0% | 320.39K | - | 6.93K | +2.21% |
Mar 31, 2023 | EVENSKY & KATZ LLC | 0% | 947.85K | - | 120.85K | +14.61% |