2024-03-31 | AQR ARBITRAGE LLC | 0.76% | 1.42M | 11.71M | 397.61K | +38.92% |
2024-03-31 | INVESCO LTD. | 1.35% | 2.51M | 20.7M | 155.66K | +6.61% |
2024-03-31 | WELLS FARGO & COMPANY/MN | 1.78% | 3.31M | 27.33M | 113.93K | +3.56% |
2024-03-31 | MORGAN STANLEY | 2.43% | 4.52M | 37.3M | 1.22M | +37.00% |
2024-03-31 | SHAKER FINANCIAL SERVICES, LLC | 0.12% | 222.17K | 1.83M | -245.1K | -52.45% |
2024-03-31 | BAIRD FINANCIAL GROUP, INC. | 0.15% | 270.06K | 2.23M | -2.79K | -1.02% |
2024-03-31 | COMMONWEALTH EQUITY SERVICES, LLC | 0.32% | 603.82K | 4.98M | 603.82K | +100.00% |
2024-03-31 | STRATOS WEALTH ADVISORS, LLC | 0.37% | 690.01K | 5.69M | 1.16K | +0.17% |
2024-03-31 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.46% | 858.02K | 7.08M | 105.72K | +14.05% |
2024-03-31 | ADVISORS ASSET MANAGEMENT, INC. | 0.48% | 884.63K | 7.3M | 180.27K | +25.59% |
2024-03-31 | UBS GROUP AG | 0.55% | 1.02M | 8.42M | -164.37K | -13.87% |
2024-03-31 | WOLVERINE ASSET MANAGEMENT LLC | 0.3% | 551.21K | 4.55M | -184.54K | -25.08% |
2024-03-31 | WATERFRONT WEALTH INC. | 0.29% | 537.87K | 4.32M | 291.97K | +118.73% |
2024-03-31 | BOOTHE INVESTMENT GROUP, INC. | 0.25% | 473.3K | 3.91M | 40.82K | +9.44% |
2024-03-31 | AMERIPRISE FINANCIAL INC | 0.24% | 439.07K | 3.67M | -71.07K | -13.93% |
2024-03-31 | ADVISOR GROUP HOLDINGS, INC. | 0.18% | 336.04K | 2.77M | -69.27K | -17.09% |
2024-03-31 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.14% | 259.92K | 2.14M | 4.61K | +1.80% |
2024-03-31 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.12% | 232.55K | 1.92M | -36K | -13.41% |
2024-03-31 | CETERA INVESTMENT ADVISERS | 0.12% | 216.42K | 1.79M | 199.69K | +1,193.81% |
2024-03-31 | STIFEL FINANCIAL CORP | 0.53% | 985.23K | 8.13M | 33.47K | +3.52% |
2024-03-31 | SAXON INTERESTS, INC. | 0.05% | 88.68K | 731.58K | 30 | +0.03% |
2024-03-31 | COOK WEALTH MANAGEMENT GROUP LLC | 0.56% | 1.04M | 8.38M | -240.49K | -18.77% |
2024-03-31 | LPL FINANCIAL LLC | 0.72% | 1.35M | 11.13M | 71.17K | +5.57% |
2024-03-31 | CORNERSTONE ADVISORS, LLC | 0.79% | 1.46M | 12.07M | 273.71K | +23.00% |
2024-03-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.85% | 1.58M | 13.02M | -640.7K | -28.87% |
2024-03-31 | GUGGENHEIM CAPITAL LLC | 0.9% | 1.68M | 13.9M | 4.49K | +0.27% |
2024-03-31 | RAYMOND JAMES & ASSOCIATES | 1.13% | 2.11M | 17.38M | -75.64K | -3.47% |
2024-03-31 | PALOGIC VALUE MANAGEMENT, L.P. | 0.03% | 59K | 486.75K | 0 | 0 |
2024-03-31 | INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 0.03% | 60.37K | 498.06K | -2.05K | -3.28% |
2024-03-31 | STOLPER CO | 0.03% | 60.86K | 502K | 2.18K | +3.72% |
2024-03-31 | PRIVATE ADVISOR GROUP, LLC | 0.03% | 64.61K | 533K | -620 | -0.95% |
2024-03-31 | ENVESTNET ASSET MANAGEMENT INC | 0.04% | 73.84K | 609.14K | 1.96K | +2.72% |
2024-03-31 | HOEY INVESTMENTS, INC | 0.04% | 82.57K | 681.18K | -1.49K | -1.77% |
2024-03-31 | FLOW STATE INVESTMENTS, L.P. | 0.05% | 84.52K | 697.28K | 6.7K | +8.61% |
2024-03-31 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.05% | 87.46K | 721.5K | -22.01K | -20.11% |
2024-03-31 | DAVID J YVARS GROUP | 0.06% | 113.96K | 940.56K | 848 | +0.75% |
2024-03-31 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.06% | 117.34K | 968.08K | 30.63K | +35.32% |
2024-03-31 | 9258 WEALTH MANAGEMENT, LLC | 0.06% | 118.75K | 979.72K | 72 | +0.06% |
2024-03-31 | RAYMOND JAMES TRUST N.A. | 0.06% | 120.48K | 993.92K | -10.2K | -7.80% |
2024-03-31 | IHT WEALTH MANAGEMENT, LLC | 0.07% | 128.11K | 1.06M | 14.4K | +12.66% |
2024-03-31 | CLARO ADVISORS LLC | 0.08% | 139.61K | 1.15M | -3.98K | -2.77% |
2024-03-31 | SHULMAN DEMEO ASSET MANAGEMENT LLC | 0.08% | 144.66K | 1.19M | -1.48K | -1.01% |
2024-03-31 | WNY ASSET MANAGEMENT, LLC | 0.08% | 147.27K | 1.21M | -26.92K | -15.45% |
2024-03-31 | CENTURION WEALTH MANAGEMENT LLC | 0.08% | 153.84K | 1.27M | 3.84K | +2.56% |
2024-03-31 | SPIRE WEALTH MANAGEMENT | 0.09% | 159.67K | 1.32M | -1.25K | -0.77% |
2024-03-31 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.09% | 161.77K | 1.33M | -11.82K | -6.81% |
2024-03-31 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.09% | 162.27K | 1.34M | -500 | -0.31% |
2024-03-31 | MGO ONE SEVEN LLC | 0.1% | 181.29K | 1.5M | 2.3K | +1.29% |
2024-03-31 | JANNEY MONTGOMERY SCOTT LLC | 0.1% | 181.49K | 1.5M | -41.3K | -18.54% |
2024-03-31 | CETERA ADVISOR NETWORKS LLC | 0.1% | 183.59K | 1.51M | -1.34K | -0.73% |
2024-03-31 | NBC SECURITIES, INC. | 0.05% | 95.72K | 789K | -3.45K | -3.48% |
2024-03-31 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 0.05% | 96.69K | 797.69K | 11.93K | +14.07% |
2024-03-31 | CREATIVE PLANNING | 0.05% | 102.12K | 842.49K | 64.37K | +170.49% |
2024-03-31 | WEALTHTRUST AXIOM LLC | 0.06% | 106.43K | 878.05K | -3.22K | -2.93% |
2024-03-31 | ATRIA WEALTH SOLUTIONS, INC. | 0.06% | 106.85K | 881.6K | -23.73K | -18.17% |
2024-03-31 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0.06% | 107.98K | 890.84K | 107.98K | +100.00% |
2024-03-31 | BANK OF AMERICA CORP /DE/ | 0.41% | 758.96K | 6.26M | 78.98K | +11.61% |
2024-03-31 | ROYAL BANK OF CANADA | 0.47% | 879.29K | 7.25M | 17.49K | +2.03% |
2023-12-31 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.14% | 255.31K | 1.96M | -5.63K | -2.16% |
2023-12-31 | MORGAN STANLEY | 1.82% | 3.3M | 25.38M | -176.65K | -5.08% |
2023-12-31 | WELLS FARGO & COMPANY/MN | 1.76% | 3.2M | 24.6M | 678.23K | +26.91% |
2023-12-31 | INVESCO LTD. | 1.3% | 2.35M | 18.1M | -31.94K | -1.34% |
2023-12-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1.22% | 2.22M | 17.06M | -201.22K | -8.31% |
2023-12-31 | RAYMOND JAMES & ASSOCIATES | 1.2% | 2.18M | 16.78M | 76.44K | +3.63% |
2023-12-31 | GUGGENHEIM CAPITAL LLC | 0.92% | 1.68M | 12.92M | 94.08K | +5.93% |
2023-12-31 | COOK WEALTH MANAGEMENT GROUP LLC | 0.71% | 1.28M | 9.99M | -605.21K | -32.08% |
2023-12-31 | LPL FINANCIAL LLC | 0.7% | 1.28M | 9.83M | -22.45K | -1.73% |
2023-12-31 | CORNERSTONE ADVISORS, LLC | 0.65% | 1.19M | 9.15M | 655.73K | +122.76% |
2023-12-31 | UBS GROUP AG | 0.65% | 1.19M | 9.12M | -84.36K | -6.64% |
2023-12-31 | AQR ARBITRAGE LLC | 0.56% | 1.02M | 7.86M | 553.41K | +118.18% |
2023-12-31 | STIFEL FINANCIAL CORP | 0.52% | 951.75K | 7.32M | 68.07K | +7.70% |
2023-12-31 | ROYAL BANK OF CANADA | 0.47% | 861.8K | 6.63M | -80.04K | -8.50% |
2023-12-31 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.41% | 752.3K | 5.79M | 386.44K | +105.62% |
2023-12-31 | WOLVERINE ASSET MANAGEMENT LLC | 0.4% | 735.75K | 5.66M | 49.33K | +7.19% |
2023-12-31 | ADVISORS ASSET MANAGEMENT, INC. | 0.39% | 704.36K | 5.42M | -36.71K | -4.95% |
2023-12-31 | STRATOS WEALTH ADVISORS, LLC | 0.38% | 688.85K | 5.3M | -24.12K | -3.38% |
2023-12-31 | BANK OF AMERICA CORP /DE/ | 0.37% | 679.99K | 5.23M | 29.7K | +4.57% |
2023-12-31 | AMERIPRISE FINANCIAL INC | 0.28% | 510.14K | 3.95M | 18.33K | +3.73% |
2023-12-31 | SHAKER FINANCIAL SERVICES, LLC | 0.26% | 467.27K | 3.59M | -393.24K | -45.70% |
2023-12-31 | BOOTHE INVESTMENT GROUP, INC. | 0.24% | 432.47K | 3.33M | 8.35K | +1.97% |
2023-12-31 | ADVISOR GROUP HOLDINGS, INC. | 0.22% | 405.31K | 3.12M | -191.33K | -32.07% |
2023-12-31 | BAIRD FINANCIAL GROUP, INC. | 0.15% | 272.85K | 2.1M | -6.98K | -2.49% |
2023-12-31 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.15% | 268.55K | 2.07M | 268.55K | +100.00% |
2023-12-31 | WATERFRONT WEALTH INC. | 0.14% | 245.9K | 1.89M | 2.21K | +0.91% |
2023-12-31 | JANNEY MONTGOMERY SCOTT LLC | 0.12% | 222.79K | 1.71M | -106.5K | -32.34% |
2023-12-31 | CETERA ADVISOR NETWORKS LLC | 0.1% | 184.94K | 1.42M | -59.11K | -24.22% |
2023-12-31 | MGO ONE SEVEN LLC | 0.1% | 178.99K | 1.38M | 166.56K | +1,339.64% |
2023-12-31 | WNY ASSET MANAGEMENT, LLC | 0.1% | 174.19K | 1.34M | 0 | 0 |
2023-12-31 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.1% | 173.58K | 1.33M | -53.09K | -23.42% |
2023-12-31 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.09% | 162.77K | 1.25M | -32.47K | -16.63% |
2023-12-31 | SPIRE WEALTH MANAGEMENT | 0.09% | 160.92K | 1.24M | 10.23K | +6.79% |
2023-12-31 | CENTURION WEALTH MANAGEMENT LLC | 0.08% | 150K | 1.15M | -689 | -0.46% |
2023-12-31 | SHULMAN DEMEO ASSET MANAGEMENT LLC | 0.08% | 146.14K | 1.12M | -59 | -0.04% |
2023-12-31 | CLARO ADVISORS LLC | 0.08% | 143.59K | 1.1M | 127.89K | +814.61% |
2023-12-31 | RAYMOND JAMES TRUST N.A. | 0.07% | 130.67K | 1M | 2.3K | +1.79% |
2023-12-31 | ATRIA WEALTH SOLUTIONS, INC. | 0.07% | 130.58K | 1M | -106.08K | -44.82% |
2023-12-31 | 9258 WEALTH MANAGEMENT, LLC | 0.07% | 118.68K | 912.66K | -2.98K | -2.45% |
2023-12-31 | IHT WEALTH MANAGEMENT, LLC | 0.06% | 113.71K | 874.42K | 700 | +0.62% |
2023-12-31 | DAVID J YVARS GROUP | 0.06% | 113.11K | 874.67K | -82.91K | -42.30% |
2023-12-31 | WEALTHTRUST AXIOM LLC | 0.06% | 109.65K | 843.19K | -1.28K | -1.15% |
2023-12-31 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.06% | 109.47K | 841.8K | -4.53K | -3.97% |
2023-12-31 | NBC SECURITIES, INC. | 0.05% | 99.17K | 762K | 10.15K | +11.40% |
2023-12-31 | SAXON INTERESTS, INC. | 0.05% | 88.65K | 681.69K | 88.65K | +100.00% |
2023-12-31 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.05% | 86.72K | 666.84K | 29.82K | +52.41% |
2023-12-31 | IFP ADVISORS, INC | 0.05% | 86.45K | 664.82K | -28.94K | -25.08% |
2023-12-31 | KRILOGY FINANCIAL LLC | 0.05% | 85.74K | 659.3K | -3K | -3.38% |
2023-12-31 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 0.05% | 84.76K | 651.81K | 12.47K | +17.25% |
2023-12-31 | HOEY INVESTMENTS, INC | 0.05% | 84.06K | 646.4K | -44.24K | -34.48% |
2023-09-30 | AMERIPRISE FINANCIAL INC | 0.26% | 491.81K | - | -15.12K | -2.98% |
2023-09-30 | CORNERSTONE ADVISORS, LLC | 0.29% | 534.16K | - | 534.16K | +100.00% |
2023-09-30 | ADVISOR GROUP HOLDINGS, INC. | 0.32% | 596.63K | - | 118.13K | +24.69% |
2023-09-30 | WOLVERINE ASSET MANAGEMENT LLC | 0.37% | 686.42K | - | 543.38K | +379.87% |
2023-09-30 | STRATOS WEALTH ADVISORS, LLC | 0.38% | 712.97K | - | 40.64K | +6.05% |
2023-09-30 | SHAKER FINANCIAL SERVICES, LLC | 0.46% | 860.51K | - | 204.57K | +31.19% |
2023-09-30 | STIFEL FINANCIAL CORP | 0.48% | 883.68K | - | 66.41K | +8.13% |
2023-09-30 | ROYAL BANK OF CANADA | 0.51% | 941.84K | - | -4.37K | -0.46% |
2023-09-30 | UBS GROUP AG | 0.68% | 1.27M | - | 133.67K | +11.77% |
2023-09-30 | LPL FINANCIAL LLC | 0.7% | 1.3M | - | 39.23K | +3.11% |
2023-09-30 | GUGGENHEIM CAPITAL LLC | 0.85% | 1.59M | - | 84.41K | +5.62% |
2023-09-30 | COOK WEALTH MANAGEMENT GROUP LLC | 1.01% | 1.89M | - | -1.26M | -40.01% |
2023-09-30 | RAYMOND JAMES & ASSOCIATES | 1.13% | 2.11M | - | 13.91K | +0.67% |
2023-09-30 | INVESCO LTD. | 1.28% | 2.39M | - | 623.22K | +35.36% |
2023-09-30 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1.3% | 2.42M | - | -1.28M | -34.59% |
2023-09-30 | WELLS FARGO & COMPANY/MN | 1.36% | 2.52M | - | 107.22K | +4.44% |
2023-09-30 | HOEY INVESTMENTS, INC | 0.07% | 128.29K | - | -72.83K | -36.21% |
2023-09-30 | RAYMOND JAMES TRUST N.A. | 0.07% | 128.38K | - | -45.7K | -26.25% |
2023-09-30 | SHULMAN DEMEO ASSET MANAGEMENT LLC | 0.08% | 146.2K | - | -121 | -0.08% |
2023-09-30 | ADVISORY SERVICES NETWORK, LLC | 0.04% | 73.69K | - | -2.74K | -3.58% |
2023-09-30 | KESTRA ADVISORY SERVICES, LLC | 0.04% | 74.44K | - | -6.69K | -8.24% |
2023-09-30 | PRIVATE ADVISOR GROUP, LLC | 0.04% | 76.69K | - | -1.71K | -2.18% |
2023-09-30 | ENVESTNET ASSET MANAGEMENT INC | 0.04% | 82.38K | - | 994 | +1.22% |
2023-09-30 | HB WEALTH MANAGEMENT, LLC | 0.04% | 82.4K | - | 1.67K | +2.07% |
2023-09-30 | STEPHENS INC /AR/ | 0.05% | 87.43K | - | -113.3K | -56.44% |
2023-09-30 | KRILOGY FINANCIAL LLC | 0.05% | 88.74K | - | -160 | -0.18% |
2023-09-30 | NBC SECURITIES, INC. | 0.05% | 89.03K | - | 89.03K | +100.00% |
2023-09-30 | WEALTHTRUST AXIOM LLC | 0.06% | 110.93K | - | 0 | 0 |
2023-09-30 | IHT WEALTH MANAGEMENT, LLC | 0.06% | 113.01K | - | 56.3K | +99.28% |
2023-09-30 | FLOW STATE INVESTMENTS, L.P. | 0.06% | 113.16K | - | 113.16K | +100.00% |
2023-09-30 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.06% | 113.99K | - | -5.19K | -4.36% |
2023-09-30 | IFP ADVISORS, INC | 0.06% | 115.39K | - | -2.4K | -2.04% |
2023-09-30 | ELEQUIN SECURITIES, LLC | 0.06% | 120.25K | - | 91.04K | +311.75% |
2023-09-30 | 9258 WEALTH MANAGEMENT, LLC | 0.07% | 121.66K | - | -1.46K | -1.18% |
2023-09-30 | CENTURION WEALTH MANAGEMENT LLC | 0.08% | 150.69K | - | 149 | +0.10% |
2023-09-30 | SPIRE WEALTH MANAGEMENT | 0.08% | 150.69K | - | 149 | +0.10% |
2023-09-30 | GRANITESHARES ADVISORS LLC | 0.09% | 170.56K | - | 6.54K | +3.99% |
2023-09-30 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.11% | 195.24K | - | 5.14K | +2.70% |
2023-09-30 | DAVID J YVARS GROUP | 0.11% | 196.02K | - | -889 | -0.45% |
2023-09-30 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.12% | 226.68K | - | 226.68K | +100.00% |
2023-09-30 | MORGAN STANLEY | 1.87% | 3.48M | - | -322.15K | -8.48% |
2023-09-30 | ATRIA WEALTH SOLUTIONS, INC. | 0.13% | 236.66K | - | 17.94K | +8.20% |
2023-09-30 | WATERFRONT WEALTH INC. | 0.13% | 243.69K | - | -11.13K | -4.37% |
2023-09-30 | CETERA ADVISOR NETWORKS LLC | 0.13% | 244.04K | - | 15.09K | +6.59% |
2023-09-30 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.14% | 260.94K | - | 30.71K | +13.34% |
2023-09-30 | BAIRD FINANCIAL GROUP, INC. | 0.15% | 279.83K | - | -3.17K | -1.12% |
2023-09-30 | JANNEY MONTGOMERY SCOTT LLC | 0.18% | 329.29K | - | 16.06K | +5.13% |
2023-09-30 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.2% | 365.86K | - | 231.85K | +173.00% |
2023-09-30 | BOOTHE INVESTMENT GROUP, INC. | 0.23% | 424.13K | - | 424.13K | +100.00% |
2023-09-30 | AQR ARBITRAGE LLC | 0.25% | 468.29K | - | 468.29K | +100.00% |