Mar 31, 2024 | B. RILEY WEALTH ADVISORS, INC. | 0.03% | 23.36K | 85.02K | 0 | 0 |
Mar 31, 2024 | VIRTU FINANCIAL LLC | 0.03% | 23.95K | 95K | 23.95K | +100.00% |
Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.03% | 24.41K | 97K | 24.41K | +100.00% |
Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.03% | 27.58K | 109.23K | -1 | 0.00% |
Mar 31, 2024 | CETERA ADVISORS LLC | 0.04% | 30.09K | 119.17K | 30.09K | +100.00% |
Mar 31, 2024 | L.M. KOHN & COMPANY | 0.04% | 34.17K | 135.31K | -910 | -2.59% |
Mar 31, 2024 | QUAD-CITIES INVESTMENT GROUP, LLC | 0.04% | 34.92K | 138.26K | -1.13K | -3.14% |
Mar 31, 2024 | BAIRD FINANCIAL GROUP, INC. | 0.08% | 64.94K | 257.16K | 749 | +1.17% |
Mar 31, 2024 | SEACREST WEALTH MANAGEMENT, LLC | 0.08% | 67.93K | 269.02K | 2.27K | +3.45% |
Mar 31, 2024 | CENTURION WEALTH MANAGEMENT LLC | 0.08% | 71.71K | 283.95K | 5.2K | +7.82% |
Mar 31, 2024 | SPIRE WEALTH MANAGEMENT | 0.08% | 71.71K | 283.95K | 0 | 0 |
Mar 31, 2024 | AVANTAX ADVISORY SERVICES, INC. | 0.09% | 79.39K | 314.4K | -60.52K | -43.25% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.11% | 95.67K | 379K | 95.67K | +100.00% |
Mar 31, 2024 | IHT WEALTH MANAGEMENT, LLC | 0.13% | 114.44K | 453.17K | 25 | +0.02% |
Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 0.14% | 117.42K | 464.99K | 27.22K | +30.17% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.14% | 120.69K | 477.92K | -7.24K | -5.66% |
Mar 31, 2024 | PRIVATE ADVISOR GROUP, LLC | 0.15% | 128.25K | 507.87K | 787 | +0.62% |
Mar 31, 2024 | ONEASCENT FINANCIAL SERVICES LLC | 0.15% | 131.17K | 519K | 62.91K | +92.16% |
Mar 31, 2024 | ALL SEASON FINANCIAL ADVISORS, INC. | 0.17% | 142.55K | 564.5K | 10.09K | +7.62% |
Mar 31, 2024 | UBS GROUP AG | 0.19% | 160.73K | 636.49K | -11.07K | -6.44% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.21% | 178.87K | 718.23K | -3.22K | -1.77% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.73% | 627.57K | 2.49M | 99.02K | +18.73% |
Mar 31, 2024 | OPPENHEIMER & CO INC | 0.21% | 179.77K | 711.87K | 5.34K | +3.06% |
Mar 31, 2024 | SAMALIN INVESTMENT COUNSEL, LLC | 0.21% | 180.53K | 714.88K | 17.8K | +10.94% |
Mar 31, 2024 | LPL FINANCIAL LLC | 0.22% | 186.45K | 738.35K | -23.93K | -11.37% |
Mar 31, 2024 | ADVISORS ASSET MANAGEMENT, INC. | 0.3% | 254.99K | 1.01M | -84.8K | -24.96% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.32% | 273.97K | 1.08M | 24.73K | +9.92% |
Mar 31, 2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.43% | 363.8K | 1.44M | 122.72K | +50.90% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.66% | 560.31K | 2.22M | -21.2K | -3.65% |
Mar 31, 2024 | COASTAL BRIDGE ADVISORS, LLC | 0.05% | 41.9K | 165.91K | 0 | 0 |
Mar 31, 2024 | HIGHLANDER CAPITAL MANAGEMENT, LLC | 0.05% | 42.04K | 166.47K | -1.04K | -2.42% |
Mar 31, 2024 | FLOW STATE INVESTMENTS, L.P. | 0.06% | 55.2K | 218.58K | 55.2K | +100.00% |
Mar 31, 2024 | MARINER, LLC | 0.03% | 25.46K | 100.81K | -5.71K | -18.32% |
Mar 31, 2024 | CRESSET ASSET MANAGEMENT, LLC | 0.03% | 26.93K | 106.63K | 0 | 0 |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 1.2% | 1.03M | 4.07M | 41.81K | +4.24% |
Mar 31, 2024 | MORGAN STANLEY | 4.79% | 4.09M | 16.21M | -588.5K | -12.57% |
Mar 31, 2024 | ABEL HALL, LLC | 0.01% | 10K | 39.6K | 10K | +100.00% |
Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.01% | 10.54K | 41.73K | -4.13K | -28.13% |
Mar 31, 2024 | BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 0.01% | 11.29K | 44.71K | 218 | +1.97% |
Mar 31, 2024 | NEWEDGE WEALTH, LLC | 0.01% | 10.59K | 39.5K | 0 | 0 |
Mar 31, 2024 | WALKER ASSET MANAGEMENT, LLC | 0.01% | 10.96K | 43.39K | 448 | +4.26% |
Mar 31, 2024 | SFI ADVISORS, LLC | 0.07% | 60.8K | 240.75K | -57.92K | -48.79% |
Mar 31, 2024 | SIGMA PLANNING CORP | 0.02% | 16.45K | 65.13K | 2.97K | +21.99% |
Mar 31, 2024 | SCOTIA CAPITAL INC. | 0.02% | 15.55K | 61.56K | 0 | 0 |
Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.02% | 15.52K | 61K | -9.18K | -37.17% |
Mar 31, 2024 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.02% | 15.51K | 61.44K | 0 | 0 |
Mar 31, 2024 | CHANNEL WEALTH LLC | 0.02% | 15K | 59.4K | 0 | 0 |
Mar 31, 2024 | SOLTIS INVESTMENT ADVISORS LLC | 0.02% | 14.44K | 57.18K | 600 | +4.34% |
Mar 31, 2024 | PFG INVESTMENTS, LLC | 0.02% | 13.27K | 52.56K | 13.27K | +100.00% |
Mar 31, 2024 | ATRIA WEALTH SOLUTIONS, INC. | 0.01% | 12.67K | 50.19K | 12.67K | +100.00% |
Mar 31, 2024 | HARTLINE INVESTMENT CORP/ | 0.01% | 11.29K | 44.71K | 11.29K | +100.00% |
Mar 31, 2024 | LIVE OAK PRIVATE WEALTH LLC | 0.07% | 56.69K | 224.5K | 0 | 0 |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.05% | 40.79K | 161.53K | 519 | +1.29% |
Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.05% | 40.63K | 160.9K | 40.63K | +100.00% |
Mar 31, 2024 | MODERA WEALTH MANAGEMENT, LLC | 0.05% | 40.5K | 160.38K | 3K | +8.00% |
Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.02% | 16.5K | 65.34K | 189 | +1.16% |
Mar 31, 2024 | MAI CAPITAL MANAGEMENT | 0.02% | 16.7K | 66.13K | 0 | 0 |
Mar 31, 2024 | SUMMITRY LLC | 0.02% | 17K | 67.32K | 0 | 0 |
Mar 31, 2024 | MOORS & CABOT, INC. | 0.02% | 17.86K | 70.73K | -384 | -2.10% |
Mar 31, 2024 | PARK AVENUE SECURITIES LLC | 0.02% | 18.19K | 72K | 134 | +0.74% |
Mar 31, 2024 | CITADEL ADVISORS LLC | 0.02% | 18.85K | 74.63K | 18.85K | +100.00% |
Mar 31, 2024 | NORTHERN TRUST CORP | 0.02% | 18.91K | 74.9K | 18.91K | +100.00% |
Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.03% | 21.42K | 85K | -2.56K | -10.66% |
Mar 31, 2024 | J.W. COLE ADVISORS, INC. | 0.03% | 22.88K | 90.62K | 8.83K | +62.88% |
Dec 31, 2023 | MAI CAPITAL MANAGEMENT | 0.02% | 16.7K | 64.8K | 0 | 0 |
Dec 31, 2023 | MORGAN STANLEY | 5.49% | 4.68M | 18.17M | 440.89K | +10.39% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 1.16% | 985.77K | 3.82M | -187.29K | -15.97% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.68% | 581.51K | 2.26M | -562.6K | -49.17% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.62% | 528.55K | 2.05M | -13.82K | -2.55% |
Dec 31, 2023 | ADVISORS ASSET MANAGEMENT, INC. | 0.4% | 339.79K | 1.32M | -13.85K | -3.92% |
Dec 31, 2023 | WOLVERINE ASSET MANAGEMENT LLC | 0.39% | 333.6K | 1.29M | 333.6K | +100.00% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.29% | 249.23K | 967K | -825.83K | -76.82% |
Dec 31, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.28% | 241.08K | 935.4K | 241.08K | +100.00% |
Dec 31, 2023 | LPL FINANCIAL LLC | 0.25% | 210.38K | 816.28K | -51.93K | -19.80% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.21% | 182.09K | 646.69K | -45.26K | -19.91% |
Dec 31, 2023 | OPPENHEIMER & CO INC | 0.2% | 174.42K | 676.77K | 11.06K | +6.77% |
Dec 31, 2023 | UBS GROUP AG | 0.2% | 171.8K | 666.57K | -13.28K | -7.18% |
Dec 31, 2023 | SAMALIN INVESTMENT COUNSEL, LLC | 0.19% | 162.73K | 631.38K | 51.27K | +46.01% |
Dec 31, 2023 | AVANTAX ADVISORY SERVICES, INC. | 0.16% | 139.91K | 542.85K | 5.02K | +3.72% |
Dec 31, 2023 | ALL SEASON FINANCIAL ADVISORS, INC. | 0.16% | 132.46K | 513.95K | -3.53K | -2.60% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.15% | 127.93K | 496.37K | 924 | +0.73% |
Dec 31, 2023 | PRIVATE ADVISOR GROUP, LLC | 0.15% | 127.47K | 494.57K | -575 | -0.45% |
Dec 31, 2023 | SFI ADVISORS, LLC | 0.14% | 118.71K | 460.61K | 17.19K | +16.93% |
Dec 31, 2023 | IHT WEALTH MANAGEMENT, LLC | 0.13% | 114.41K | 443.92K | 110 | +0.10% |
Dec 31, 2023 | WEISS ASSET MANAGEMENT LP | 0.11% | 96.81K | 375.63K | 96.81K | +100.00% |
Dec 31, 2023 | KESTRA ADVISORY SERVICES, LLC | 0.11% | 90.2K | 349.99K | 6.29K | +7.50% |
Dec 31, 2023 | SHAKER FINANCIAL SERVICES, LLC | 0.1% | 87.72K | 343.88K | 87.72K | +100.00% |
Dec 31, 2023 | SPIRE WEALTH MANAGEMENT | 0.08% | 71.71K | 265.31K | 5.25K | +7.90% |
Dec 31, 2023 | ONEASCENT FINANCIAL SERVICES LLC | 0.08% | 68.26K | 265K | -4.92K | -6.72% |
Dec 31, 2023 | CENTURION WEALTH MANAGEMENT LLC | 0.08% | 66.51K | 258.04K | 49 | +0.07% |
Dec 31, 2023 | SEACREST WEALTH MANAGEMENT, LLC | 0.08% | 65.67K | 250.86K | 2.94K | +4.69% |
Dec 31, 2023 | BAIRD FINANCIAL GROUP, INC. | 0.08% | 64.19K | 249.06K | -1 | 0.00% |
Dec 31, 2023 | ELEQUIN SECURITIES, LLC | 0.07% | 60.8K | 235.92K | 60.8K | +100.00% |
Dec 31, 2023 | NOMURA HOLDINGS INC | 0.07% | 57.29K | 222.3K | 57.29K | +100.00% |
Dec 31, 2023 | MARINER, LLC | 0.04% | 31.17K | 120.94K | -613 | -1.93% |
Dec 31, 2023 | CHANNEL WEALTH LLC | 0.02% | 15K | 58.2K | 0 | 0 |
Dec 31, 2023 | LIVE OAK PRIVATE WEALTH LLC | 0.07% | 56.69K | 219.97K | 0 | 0 |
Dec 31, 2023 | HIGHLANDER CAPITAL MANAGEMENT, LLC | 0.05% | 43.08K | 167.15K | 3.36K | +8.45% |
Dec 31, 2023 | COASTAL BRIDGE ADVISORS, LLC | 0.05% | 41.9K | 162.56K | 0 | 0 |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.05% | 40.27K | 156.25K | -2.49K | -5.82% |
Dec 31, 2023 | MODERA WEALTH MANAGEMENT, LLC | 0.04% | 37.5K | 145.5K | 5.5K | +17.19% |
Dec 31, 2023 | QUAD-CITIES INVESTMENT GROUP, LLC | 0.04% | 36.05K | 140.59K | -1.08K | -2.90% |
Dec 31, 2023 | L.M. KOHN & COMPANY | 0.04% | 35.08K | 136.11K | 2K | +6.05% |
Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.03% | 27.58K | 104.84K | 211 | +0.77% |
Dec 31, 2023 | CRESSET ASSET MANAGEMENT, LLC | 0.03% | 26.93K | 104.48K | 0 | 0 |
Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.03% | 24.7K | 96K | -14.52K | -37.02% |
Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.03% | 23.98K | 93K | -2K | -7.68% |
Dec 31, 2023 | B. RILEY WEALTH ADVISORS, INC. | 0.03% | 23.36K | 91.56K | 0 | 0 |
Dec 31, 2023 | ALLIANCEBERNSTEIN L.P. | 0.02% | 20K | 77.6K | 20K | +100.00% |
Dec 31, 2023 | MOORS & CABOT, INC. | 0.02% | 18.24K | 70.79K | 2.36K | +14.89% |
Dec 31, 2023 | PARK AVENUE SECURITIES LLC | 0.02% | 18.05K | 70K | -3.18K | -14.97% |
Dec 31, 2023 | SUMMITRY LLC | 0.02% | 17K | 65.96K | 17K | +100.00% |
Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.02% | 16.31K | 63.28K | -1.63K | -9.11% |
Dec 31, 2023 | SCOTIA CAPITAL INC. | 0.02% | 15.55K | 60.32K | 0 | 0 |
Dec 31, 2023 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.02% | 15.51K | 60.19K | 0 | 0 |
Sep 30, 2023 | MORGAN STANLEY | 4.97% | 4.24M | - | -552.68K | -11.53% |
Sep 30, 2023 | PINNACLE WEALTH PLANNING SERVICES, INC. | 0.01% | 11.49K | - | -1.79K | -13.48% |
Sep 30, 2023 | MGO ONE SEVEN LLC | 0.01% | 12.48K | - | -1.49K | -10.63% |
Sep 30, 2023 | CETERA ADVISOR NETWORKS LLC | 0.02% | 14.9K | - | 557 | +3.88% |
Sep 30, 2023 | IEQ CAPITAL, LLC | 0.02% | 14.97K | - | -5.37K | -26.40% |
Sep 30, 2023 | CHANNEL WEALTH LLC | 0.02% | 15K | - | 0 | 0 |
Sep 30, 2023 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.02% | 15.51K | - | 0 | 0 |
Sep 30, 2023 | SCOTIA CAPITAL INC. | 0.02% | 15.55K | - | 0 | 0 |
Sep 30, 2023 | MOORS & CABOT, INC. | 0.02% | 15.88K | - | 280 | +1.79% |
Sep 30, 2023 | SIGMA PLANNING CORP | 0.02% | 16.18K | - | -1.7K | -9.48% |
Sep 30, 2023 | GUGGENHEIM CAPITAL LLC | 0.02% | 16.38K | - | -1.34K | -7.56% |
Sep 30, 2023 | MAI CAPITAL MANAGEMENT | 0.02% | 16.7K | - | 0 | 0 |
Sep 30, 2023 | STIFEL FINANCIAL CORP | 0.02% | 17.94K | - | -8.54K | -32.26% |
Sep 30, 2023 | WATERS PARKERSON & CO., LLC | 0.02% | 20K | - | 20K | +100.00% |
Sep 30, 2023 | PARK AVENUE SECURITIES LLC | 0.02% | 21.23K | - | 21.23K | +100.00% |
Sep 30, 2023 | B. RILEY WEALTH ADVISORS, INC. | 0.03% | 23.36K | - | 611 | +2.69% |
Sep 30, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.03% | 25.98K | - | -4.03K | -13.44% |
Sep 30, 2023 | NEWEDGE ADVISORS, LLC | 0.03% | 27.37K | - | -10.6K | -27.92% |
Sep 30, 2023 | AXXCESS WEALTH MANAGEMENT, LLC | 0.03% | 28.54K | - | 28.54K | +100.00% |
Sep 30, 2023 | MARINER, LLC | 0.04% | 31.78K | - | -4.45K | -12.28% |
Sep 30, 2023 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 0.04% | 31.91K | - | 0 | 0 |
Sep 30, 2023 | MODERA WEALTH MANAGEMENT, LLC | 0.04% | 32K | - | 4.2K | +15.11% |
Sep 30, 2023 | L.M. KOHN & COMPANY | 0.04% | 33.08K | - | 800 | +2.48% |
Sep 30, 2023 | QUAD-CITIES INVESTMENT GROUP, LLC | 0.04% | 37.13K | - | 799 | +2.20% |
Sep 30, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.05% | 39.22K | - | -16.97K | -30.20% |
Sep 30, 2023 | HIGHLANDER CAPITAL MANAGEMENT, LLC | 0.05% | 39.73K | - | 2.53K | +6.81% |
Sep 30, 2023 | COASTAL BRIDGE ADVISORS, LLC | 0.05% | 41.9K | - | 0 | 0 |
Sep 30, 2023 | RAYMOND JAMES & ASSOCIATES | 0.05% | 42.76K | - | -6.62K | -13.41% |
Sep 30, 2023 | LIVE OAK PRIVATE WEALTH LLC | 0.07% | 56.69K | - | 0 | 0 |
Sep 30, 2023 | SEACREST WEALTH MANAGEMENT, LLC | 0.07% | 62.73K | - | 1.09K | +1.76% |
Sep 30, 2023 | BAIRD FINANCIAL GROUP, INC. | 0.08% | 64.19K | - | 1 | 0.00% |
Sep 30, 2023 | CENTURION WEALTH MANAGEMENT LLC | 0.08% | 66.46K | - | 118 | +0.18% |
Sep 30, 2023 | SPIRE WEALTH MANAGEMENT | 0.08% | 66.46K | - | 118 | +0.18% |
Sep 30, 2023 | ONEASCENT FINANCIAL SERVICES LLC | 0.09% | 73.18K | - | 35.04K | +91.86% |
Sep 30, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.09% | 80.28K | - | 0 | 0 |
Sep 30, 2023 | KESTRA ADVISORY SERVICES, LLC | 0.1% | 83.91K | - | 12.5K | +17.50% |
Sep 30, 2023 | SFI ADVISORS, LLC | 0.12% | 101.53K | - | 0 | 0 |
Sep 30, 2023 | SAMALIN INVESTMENT COUNSEL, LLC | 0.13% | 111.45K | - | 45.76K | +69.65% |
Sep 30, 2023 | IHT WEALTH MANAGEMENT, LLC | 0.13% | 114.3K | - | 79.66K | +229.98% |
Sep 30, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.15% | 127.01K | - | -9.51K | -6.97% |
Sep 30, 2023 | PRIVATE ADVISOR GROUP, LLC | 0.15% | 128.04K | - | -40 | -0.03% |
Sep 30, 2023 | AVANTAX ADVISORY SERVICES, INC. | 0.16% | 134.89K | - | -102.88K | -43.27% |
Sep 30, 2023 | ALL SEASON FINANCIAL ADVISORS, INC. | 0.16% | 135.99K | - | 54.59K | +67.07% |
Sep 30, 2023 | OPPENHEIMER & CO INC | 0.19% | 163.36K | - | 11.44K | +7.53% |
Sep 30, 2023 | UBS GROUP AG | 0.22% | 185.08K | - | -414.49K | -69.13% |
Sep 30, 2023 | AMERIPRISE FINANCIAL INC | 0.27% | 227.35K | - | -27.46K | -10.78% |
Sep 30, 2023 | LPL FINANCIAL LLC | 0.31% | 262.31K | - | -26K | -9.02% |
Sep 30, 2023 | ROYAL BANK OF CANADA | 1.26% | 1.08M | - | 857.02K | +393.05% |
Sep 30, 2023 | ADVISOR GROUP HOLDINGS, INC. | 1.34% | 1.14M | - | 520.11K | +83.35% |
Sep 30, 2023 | WELLS FARGO & COMPANY/MN | 1.37% | 1.17M | - | -120.49K | -9.31% |