Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.15% | 531.38K | 48.78M | 531.38K | +100.00% |
Mar 31, 2024 | EQIS CAPITAL MANAGEMENT, INC. | 0.15% | 525.38K | 48.23M | -35.22K | -6.28% |
Mar 31, 2024 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | 0.15% | 524K | 48.1M | 524K | +100.00% |
Mar 31, 2024 | ONE CAPITAL MANAGEMENT, LLC | 0.15% | 511.73K | 46.98M | 114.66K | +28.88% |
Mar 31, 2024 | BROOKSTONE CAPITAL MANAGEMENT | 0.15% | 506.38K | 46.49M | 4.42K | +0.88% |
Mar 31, 2024 | ASSETMARK, INC | 0.14% | 490.07K | 44.99M | 140.79K | +40.31% |
Mar 31, 2024 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.14% | 477.14K | 43.8M | -449.9K | -48.53% |
Mar 31, 2024 | EP WEALTH ADVISORS, LLC | 0.14% | 475.3K | 43.63M | 4.53K | +0.96% |
Mar 31, 2024 | ACORNS ADVISERS, LLC | 0.14% | 469.24K | 43.08M | 3.91K | +0.84% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 4.64% | 15.94M | 1.46B | -559.99K | -3.39% |
Mar 31, 2024 | UBS GROUP AG | 2.38% | 8.18M | 750.95M | 1.44M | +21.40% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 2.02% | 6.94M | 636.87M | -6.88M | -49.79% |
Mar 31, 2024 | CAPTRUST FINANCIAL ADVISORS | 1.94% | 6.9M | 633.64M | 429.33K | +6.63% |
Mar 31, 2024 | TRUIST FINANCIAL CORP | 1.71% | 6.08M | 557.78M | -37.88K | -0.62% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 1.67% | 5.73M | 526.4M | -1.42M | -19.88% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 1.43% | 4.91M | 450.94M | 51.09K | +1.05% |
Mar 31, 2024 | CAPITAL WEALTH PLANNING, LLC | 1.39% | 4.93M | 452.39M | 355.9K | +7.78% |
Mar 31, 2024 | NORDEN GROUP LLC | 1.3% | 4.61M | 295.14M | 3.18M | +222.98% |
Mar 31, 2024 | STIFEL FINANCIAL CORP | 1.29% | 4.42M | 405.82M | 32.15K | +0.73% |
Mar 31, 2024 | CWM, LLC | 0.53% | 1.89M | 173.44M | -181.94K | -8.78% |
Mar 31, 2024 | SANDHILL CAPITAL PARTNERS LLC | 0.53% | 1.87M | 171.5M | 495.72K | +36.12% |
Mar 31, 2024 | SEI INVESTMENTS CO | 0.5% | 1.73M | 159.06M | -537.92K | -23.69% |
Mar 31, 2024 | OPPENHEIMER ASSET MANAGEMENT INC. | 0.5% | 1.78M | 163.39M | 17.67K | +1.00% |
Mar 31, 2024 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 0.46% | 1.64M | 149.91M | -154.92K | -8.64% |
Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.44% | 1.51M | 138.85M | 39.83K | +2.70% |
Mar 31, 2024 | HOWARD CAPITAL MANAGEMENT INC. | 0.42% | 1.48M | 135.68M | -17.72K | -1.18% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.4% | 1.39M | 127.77M | -97.3K | -6.53% |
Mar 31, 2024 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.39% | 1.38M | 126.9M | -96.94K | -6.55% |
Mar 31, 2024 | CREATIVE PLANNING | 0.32% | 1.09M | 100.25M | 219.79K | +25.20% |
Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.31% | 1.06M | 97.48M | 17.56K | +1.68% |
Mar 31, 2024 | JANE STREET GROUP, LLC | 0.31% | 1.06M | 97M | 977.86K | +1,241.11% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.3% | 1.05M | 96.24M | -273K | -20.66% |
Mar 31, 2024 | MBL WEALTH, LLC | 0.3% | 1.06M | 97M | 46.97K | +4.65% |
Mar 31, 2024 | GTS SECURITIES LLC | 0.3% | 1.05M | 96.79M | 875.7K | +490.04% |
Mar 31, 2024 | SOLLINDA CAPITAL MANAGEMENT LLC | 0.28% | 1M | 91.81M | -137.63K | -12.10% |
Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0.25% | 849.1K | 77.95M | 0 | 0 |
Mar 31, 2024 | DAKOTA WEALTH MANAGEMENT | 0.23% | 831.23K | 76.31M | 123.6K | +17.47% |
Mar 31, 2024 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 0.21% | 758.74K | 69.65M | -626.26K | -45.22% |
Mar 31, 2024 | PRIVATE ADVISOR GROUP, LLC | 0.2% | 696.62K | 63.95M | 14.92K | +2.19% |
Mar 31, 2024 | TWELVE POINTS WEALTH MANAGEMENT LLC | 0.19% | 682.71K | 62.67M | 399.05K | +140.68% |
Mar 31, 2024 | BANCO SANTANDER, S.A. | 0.18% | 643.82K | 59.1M | 147.94K | +29.83% |
Mar 31, 2024 | MARINER, LLC | 0.18% | 637.97K | 58.57M | 55.98K | +9.62% |
Mar 31, 2024 | AXXCESS WEALTH MANAGEMENT, LLC | 0.18% | 624.72K | 57.35M | -48.01K | -7.14% |
Mar 31, 2024 | LPL FINANCIAL LLC | 2.73% | 9.38M | 860.64M | 142.8K | +1.55% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.83% | 2.84M | 260.45M | -2.29M | -44.70% |
Mar 31, 2024 | BELL BANK | 0.21% | 728.43K | 66.87M | 310.63K | +74.35% |
Mar 31, 2024 | BEACON CAPITAL MANAGEMENT, INC. | 0.63% | 2.22M | 203.2M | -15.67M | -87.58% |
Mar 31, 2024 | MILLENNIUM MANAGEMENT LLC | 0.32% | 1.11M | 101.67M | 915.98K | +478.35% |
Mar 31, 2024 | MORGAN STANLEY | 4.17% | 14.34M | 1.32B | -1.11M | -7.15% |
Mar 31, 2024 | CAPITAL INTERNATIONAL INVESTORS | 0.96% | 3.41M | 313.36M | -740.58K | -17.83% |
Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.93% | 3.31M | 303.45M | 1.23M | +58.97% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.77% | 2.65M | 243.73M | -593.8K | -18.28% |
Mar 31, 2024 | EAGLE CAPITAL MANAGEMENT LLC | 0.74% | 2.64M | 242.45M | 797.71K | +43.28% |
Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.37% | 1.3M | 119.76M | -984.09K | -43.00% |
Mar 31, 2024 | CETERA ADVISORS LLC | 0.36% | 1.27M | 116.82M | 777.74K | +157.19% |
Mar 31, 2024 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 0.34% | 1.21M | 111.04M | 912.82K | +307.62% |
Mar 31, 2024 | ADVISORY SERVICES NETWORK, LLC | 0.21% | 742.98K | 68.21M | -58.29K | -7.27% |
Mar 31, 2024 | MERCER GLOBAL ADVISORS INC /ADV | 0.2% | 710.34K | 65.21M | 49.72K | +7.53% |
Mar 31, 2024 | ATRIA WEALTH SOLUTIONS, INC. | 0.16% | 569.12K | 52.25M | -617.23K | -52.03% |
Mar 31, 2024 | CAPITAL ASSET ADVISORY SERVICES LLC | 0.16% | 558.27K | 51.08M | 39.51K | +7.62% |
Mar 31, 2024 | LAKE STREET ADVISORS GROUP, LLC | 0.16% | 544.65K | 50M | 544.65K | +100.00% |
Mar 31, 2024 | CENTAURUS FINANCIAL, INC. | 0.15% | 531.68K | 48.81M | -12.77K | -2.35% |
Dec 31, 2023 | DAKOTA WEALTH MANAGEMENT | 0.2% | 707.63K | 64.67M | 130.68K | +22.65% |
Dec 31, 2023 | BEACON CAPITAL MANAGEMENT, INC. | 4.94% | 17.89M | 1.64B | 17.78M | +16,308.68% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 4.56% | 16.5M | 1.51B | 1.63M | +10.94% |
Dec 31, 2023 | MORGAN STANLEY | 4.27% | 15.45M | 1.41B | -697.06K | -4.32% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 3.82% | 13.82M | 1.26B | 9.49M | +219.65% |
Dec 31, 2023 | LPL FINANCIAL LLC | 2.55% | 9.23M | 843.75M | 679.7K | +7.95% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 1.98% | 7.16M | 654.1M | 1.59M | +28.48% |
Dec 31, 2023 | UBS GROUP AG | 1.86% | 6.74M | 615.8M | 137.96K | +2.09% |
Dec 31, 2023 | CAPTRUST FINANCIAL ADVISORS | 1.79% | 6.47M | 591.57M | -2.75M | -29.80% |
Dec 31, 2023 | TRUIST FINANCIAL CORP | 1.69% | 6.11M | 558.75M | 770.29K | +14.42% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 1.42% | 5.13M | 468.86M | 1.63M | +46.77% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 1.34% | 4.86M | 444.26M | 264.59K | +5.76% |
Dec 31, 2023 | CAPITAL WEALTH PLANNING, LLC | 1.26% | 4.57M | 417.85M | -742.33K | -13.97% |
Dec 31, 2023 | STIFEL FINANCIAL CORP | 1.21% | 4.39M | 401.07M | -368.71K | -7.75% |
Dec 31, 2023 | CAPITAL INTERNATIONAL INVESTORS | 1.15% | 4.15M | 379.64M | 4.15M | +100.00% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.9% | 3.25M | 296.22M | -1.37M | -29.60% |
Dec 31, 2023 | CETERA ADVISOR NETWORKS LLC | 0.63% | 2.29M | 209.16M | 1.44M | +168.75% |
Dec 31, 2023 | SEI INVESTMENTS CO | 0.63% | 2.27M | 207.51M | 670.69K | +41.92% |
Dec 31, 2023 | CETERA INVESTMENT ADVISERS | 0.57% | 2.08M | 190.03M | 1.68M | +416.64% |
Dec 31, 2023 | CWM, LLC | 0.57% | 2.07M | 189.29M | -7.8K | -0.37% |
Dec 31, 2023 | AE WEALTH MANAGEMENT LLC | 0.57% | 2.07M | 189.66M | -1.2M | -36.71% |
Dec 31, 2023 | EAGLE CAPITAL MANAGEMENT LLC | 0.51% | 1.84M | 168.46M | 1.84M | +100.00% |
Dec 31, 2023 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 0.5% | 1.79M | 163.95M | -305.78K | -14.56% |
Dec 31, 2023 | OPPENHEIMER ASSET MANAGEMENT INC. | 0.49% | 1.76M | 161.05M | 1.04K | +0.06% |
Dec 31, 2023 | HOWARD CAPITAL MANAGEMENT INC. | 0.41% | 1.5M | 136.69M | 1.37M | +1,047.39% |
Dec 31, 2023 | MBL WEALTH, LLC | 0.28% | 1.01M | 92.28M | 110.27K | +12.26% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.41% | 1.49M | 136.1M | -180.39K | -10.80% |
Dec 31, 2023 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.41% | 1.48M | 135.24M | -191.67K | -11.47% |
Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.41% | 1.47M | 134.59M | 999.28K | +211.07% |
Dec 31, 2023 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 0.38% | 1.39M | 126.58M | -183.4K | -11.69% |
Dec 31, 2023 | SANDHILL CAPITAL PARTNERS LLC | 0.38% | 1.37M | 125.43M | 936.34K | +214.71% |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.36% | 1.32M | 120.76M | 187.11K | +16.50% |
Dec 31, 2023 | ATRIA WEALTH SOLUTIONS, INC. | 0.33% | 1.19M | 108.42M | 899.79K | +313.99% |
Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.29% | 1.04M | 95.44M | -642.22K | -38.08% |
Dec 31, 2023 | FORTIS GROUP ADVISORS, LLC | 0.26% | 959.27K | 88.08M | 0 | 0 |
Dec 31, 2023 | CWA ASSET MANAGEMENT GROUP, LLC | 0.26% | 932.05K | 85.18M | -145.2K | -13.48% |
Dec 31, 2023 | AMERITAS ADVISORY SERVICES, LLC | 0.25% | 917.65K | 83.87M | 859.33K | +1,473.68% |
Dec 31, 2023 | CREATIVE PLANNING | 0.24% | 872.3K | 79.72M | 100.68K | +13.05% |
Dec 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 0.23% | 849.1K | 77.6M | 299.5K | +54.49% |
Dec 31, 2023 | BENCHMARK INVESTMENT ADVISORS LLC | 0.23% | 832.55K | 76.09M | 832.55K | +100.00% |
Dec 31, 2023 | TREK FINANCIAL, LLC | 0.23% | 832.19K | 76.05M | -236.1K | -22.10% |
Dec 31, 2023 | CYPRESS CAPITAL, LLC | 0.22% | 809.25K | 73.96M | -17.33K | -2.10% |
Dec 31, 2023 | ADVISORY SERVICES NETWORK, LLC | 0.22% | 801.27K | 73.23M | 91.74K | +12.93% |
Dec 31, 2023 | RITHOLTZ WEALTH MANAGEMENT | 0.22% | 795.43K | 72.69M | 13.45K | +1.72% |
Dec 31, 2023 | | 0.26% | 927.04K | 84.72M | 541.81K | +140.64% |
Dec 31, 2023 | SECOND HALF FINANCIAL PARTNERS, LLC | 0.19% | 695.42K | 63.55M | -405.56K | -36.84% |
Dec 31, 2023 | PRIVATE ADVISOR GROUP, LLC | 0.19% | 681.7K | 62.3M | -47.39K | -6.50% |
Dec 31, 2023 | AXXCESS WEALTH MANAGEMENT, LLC | 0.19% | 672.73K | 61.48M | 23.04K | +3.55% |