| 2024-03-31 | STIFEL FINANCIAL CORP | 6.79% | 626.49K | 48.03M | 33.91K | +5.72% |
| 2024-03-31 | NORTHERN TRUST CORP | 113.57% | 10.47M | 802.85M | 1.68M | +19.07% |
| 2024-03-31 | BANK OF AMERICA CORP /DE/ | 80.68% | 7.44M | 570.32M | -746.26K | -9.12% |
| 2024-03-31 | WELLS FARGO & COMPANY/MN | 65.67% | 6.05M | 464.23M | -416.31K | -6.43% |
| 2024-03-31 | LPL FINANCIAL LLC | 63.99% | 5.9M | 452.36M | 268.77K | +4.77% |
| 2024-03-31 | TRUEPOINT, INC. | 62.11% | 5.73M | 439.07M | 186K | +3.36% |
| 2024-03-31 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 57.32% | 5.29M | 405.22M | -97.26K | -1.81% |
| 2024-03-31 | AVANTAX ADVISORY SERVICES, INC. | 56.85% | 5.24M | 401.87M | 69.35K | +1.34% |
| 2024-03-31 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 47.19% | 4.35M | 333.62M | 184.37K | +4.42% |
| 2024-03-31 | ROYAL BANK OF CANADA | 41.93% | 3.87M | 296.39M | -46.64K | -1.19% |
| 2024-03-31 | CI PRIVATE WEALTH, LLC | 39.94% | 3.68M | 282.31M | 307.88K | +9.12% |
| 2024-03-31 | LINCOLN NATIONAL CORP | 35.12% | 3.24M | 248.23M | 184.72K | +6.05% |
| 2024-03-31 | UBS GROUP AG | 30.83% | 2.84M | 217.96M | 100.08K | +3.65% |
| 2024-03-31 | CAPTRUST FINANCIAL ADVISORS | 29.92% | 2.76M | 209.97M | 269.03K | +10.81% |
| 2024-03-31 | TRUE LINK FINANCIAL ADVISORS, LLC | 29.69% | 2.74M | 209.9M | -98.07K | -3.46% |
| 2024-03-31 | COMMONWEALTH EQUITY SERVICES, LLC | 27.97% | 2.58M | 197.7M | 2.58M | +100.00% |
| 2024-03-31 | BANK OF NEW YORK MELLON CORP | 27.04% | 2.49M | 191.16M | 171.5K | +7.39% |
| 2024-03-31 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 26.1% | 2.41M | 184.53M | -371.31K | -13.37% |
| 2024-03-31 | METLIFE INVESTMENT MANAGEMENT, LLC | 25.68% | 2.37M | 181.55M | -123.7K | -4.96% |
| 2024-03-31 | CARLSON CAPITAL MANAGEMENT | 19.45% | 1.79M | 137.46M | 190.05K | +11.86% |
| 2024-03-31 | MORNINGSTAR INVESTMENT SERVICES LLC | 19.11% | 1.76M | 135.29M | -2.01M | -53.30% |
| 2024-03-31 | APELLA CAPITAL, LLC | 17.85% | 1.65M | 125.59M | 254.52K | +18.30% |
| 2024-03-31 | CETERA INVESTMENT ADVISERS | 16.34% | 1.51M | 115.52M | 689.91K | +84.47% |
| 2024-03-31 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 16.17% | 1.49M | 114.33M | -3.5K | -0.23% |
| 2024-03-31 | BUCKINGHAM STRATEGIC WEALTH, LLC | 15.97% | 1.47M | 112.91M | -3.81K | -0.26% |
| 2024-03-31 | SMITHFIELD TRUST CO | 15.5% | 1.43M | 109.6M | 32.34K | +2.32% |
| 2024-03-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 15.23% | 1.4M | 107.64M | -68.62K | -4.66% |
| 2024-03-31 | AMERIPRISE FINANCIAL INC | 14.89% | 1.37M | 104.95M | -32.19K | -2.29% |
| 2024-03-31 | TRUIST FINANCIAL CORP | 13.63% | 1.26M | 96.32M | -63.82K | -4.83% |
| 2024-03-31 | RAYMOND JAMES & ASSOCIATES | 13.26% | 1.22M | 93.73M | -16.05K | -1.30% |
| 2024-03-31 | ADVISOR GROUP HOLDINGS, INC. | 11.58% | 1.07M | 81.85M | -1.48M | -58.09% |
| 2024-03-31 | JONES FINANCIAL COMPANIES LLLP | 11.31% | 1.04M | 79.98M | -28.1K | -2.62% |
| 2024-03-31 | RW INVESTMENT MANAGEMENT LLC | 11.24% | 1.04M | 79.44M | 51.16K | +5.19% |
| 2024-03-31 | VALMARK ADVISERS, INC. | 10.86% | 1M | 76.74M | 38.73K | +4.03% |
| 2024-03-31 | DIVERSIFIED PORTFOLIOS, INC. | 10.85% | 1M | 76.69M | 63.34K | +6.76% |
| 2024-03-31 | DAVENPORT & CO LLC | 10.37% | 956.37K | 73.32M | 55.11K | +6.12% |
| 2024-03-31 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 9.36% | 863.31K | 66.19M | -38.74K | -4.29% |
| 2024-03-31 | JANNEY MONTGOMERY SCOTT LLC | 9.16% | 844.99K | 64.79M | 14.46K | +1.74% |
| 2024-03-31 | EFFICIENT ADVISORS, LLC | 9.1% | 838.66K | 64.3M | 27.79K | +3.43% |
| 2024-03-31 | MML INVESTORS SERVICES, LLC | 8.83% | 814.49K | 62.45M | 1.75K | +0.22% |
| 2024-03-31 | D.A. DAVIDSON & CO. | 8.66% | 798.33K | 61.21M | -6.54K | -0.81% |
| 2024-03-31 | FREESTONE CAPITAL HOLDINGS, LLC | 8.66% | 798.29K | 61.21M | 4.03K | +0.51% |
| 2024-03-31 | PEAPACK GLADSTONE FINANCIAL CORP | 8.61% | 794.27K | 60.9M | 32.31K | +4.24% |
| 2024-03-31 | INTEGRIS WEALTH MANAGEMENT, LLC | 8.36% | 771.25K | 59.13M | 36.11K | +4.91% |
| 2024-03-31 | RS CRUM INC. | 8.21% | 757.21K | 58.06M | 11.33K | +1.52% |
| 2024-03-31 | LEVY WEALTH MANAGEMENT GROUP, LLC | 7.78% | 716.96K | 55.22M | 0 | 0 |
| 2024-03-31 | PRAIRIEVIEW PARTNERS, LLC | 7.75% | 714.4K | 54.77M | 37.89K | +5.60% |
| 2024-03-31 | ATRIA WEALTH SOLUTIONS, INC. | 7.42% | 683.8K | 52.43M | 38.78K | +6.01% |
| 2024-03-31 | WINDWARD PRIVATE WEALTH MANAGEMENT INC. | 7.38% | 679.99K | 52.14M | 38.07K | +5.93% |
| 2024-03-31 | TD CAPITAL MANAGEMENT LLC | 7.35% | 677.44K | 51.94M | 33.44K | +5.19% |
| 2024-03-31 | CETERA ADVISOR NETWORKS LLC | 7.01% | 646.73K | 49.58M | -61.31K | -8.66% |
| 2024-03-31 | GEMMER ASSET MANAGEMENT LLC | 7% | 644.97K | 49.45M | 43.99K | +7.32% |
| 2024-03-31 | | 11.24% | 1.04M | 79.44M | 51.16K | +5.19% |
| 2024-03-31 | US BANCORP \DE\ | 9.14% | 843.11K | 64.64M | -27.72K | -3.18% |
| 2024-03-31 | ENVESTNET ASSET MANAGEMENT INC | 524.84% | 48.39M | 3.71B | 1.92M | +4.12% |
| 2024-03-31 | MORGAN STANLEY | 303.14% | 27.95M | 2.14B | -995.99K | -3.44% |
| 2024-03-31 | MERCER GLOBAL ADVISORS INC /ADV | 256.44% | 23.64M | 1.81B | 2.92M | +14.07% |
| 2024-03-31 | GOLDMAN SACHS GROUP INC | 208.51% | 19.23M | 1.47B | -8.47M | -30.59% |
| 2024-03-31 | EMPOWER ADVISORY GROUP, LLC | 149.11% | 13.75M | 1.05B | 552.5K | +4.19% |
| 2024-03-31 | JPMORGAN CHASE & CO | 143.11% | 13.19M | 1.01B | -1.81M | -12.04% |
| 2024-03-31 | ALLWORTH FINANCIAL LP | 124.99% | 11.52M | 883.59M | 448.37K | +4.05% |
| 2023-12-31 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 16.32% | 1.49M | 115.12M | -27.46K | -1.80% |
| 2023-12-31 | BUCKINGHAM STRATEGIC WEALTH, LLC | 16.12% | 1.48M | 113.72M | -85.93K | -5.50% |
| 2023-12-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 16.08% | 1.47M | 113.42M | 95.68K | +6.95% |
| 2023-12-31 | AMERIPRISE FINANCIAL INC | 15.34% | 1.41M | 107.87M | 35.45K | +2.59% |
| 2023-12-31 | SMITHFIELD TRUST CO | 15.25% | 1.4M | 107.57M | -46.62K | -3.23% |
| 2023-12-31 | APELLA CAPITAL, LLC | 15.19% | 1.39M | 106.78M | 233.68K | +20.19% |
| 2023-12-31 | TRUIST FINANCIAL CORP | 14.42% | 1.32M | 101.68M | -30.74K | -2.28% |
| 2023-12-31 | RAYMOND JAMES & ASSOCIATES | 13.52% | 1.24M | 95.39M | -31.43K | -2.48% |
| 2023-12-31 | JONES FINANCIAL COMPANIES LLLP | 11.7% | 1.07M | 82.51M | -41.52K | -3.73% |
| 2023-12-31 | WILLOW CREEK WEALTH MANAGEMENT INC. | 11.23% | 1.03M | 79.21M | 5.64K | +0.55% |
| 2023-12-31 | VALMARK ADVISERS, INC. | 10.51% | 962.2K | 74.11M | 13.61K | +1.44% |
| 2023-12-31 | DIVERSIFIED PORTFOLIOS, INC. | 10.23% | 936.86K | 72.16M | 30.2K | +3.33% |
| 2023-12-31 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 9.85% | 902.05K | 69.48M | 620.17K | +220.02% |
| 2023-12-31 | DAVENPORT & CO LLC | 9.84% | 901.25K | 69.41M | 4K | +0.45% |
| 2023-12-31 | US BANCORP \DE\ | 9.51% | 870.83K | 67.07M | -66.24K | -7.07% |
| 2023-12-31 | JANNEY MONTGOMERY SCOTT LLC | 9.07% | 830.53K | 63.97M | 30.03K | +3.75% |
| 2023-12-31 | CETERA INVESTMENT ADVISERS | 8.92% | 816.8K | 62.91M | -569.63K | -41.09% |
| 2023-12-31 | MML INVESTORS SERVICES, LLC | 8.87% | 812.74K | 62.6M | 57.59K | +7.63% |
| 2023-12-31 | EFFICIENT ADVISORS, LLC | 8.85% | 810.87K | 62.45M | -61.95K | -7.10% |
| 2023-12-31 | D.A. DAVIDSON & CO. | 8.79% | 804.87K | 61.99M | 846 | +0.11% |
| 2023-12-31 | FREESTONE CAPITAL HOLDINGS, LLC | 8.67% | 794.26K | 61.17M | -11.32K | -1.41% |
| 2023-12-31 | PEAPACK GLADSTONE FINANCIAL CORP | 8.32% | 761.96K | 58.69M | 77.31K | +11.29% |
| 2023-12-31 | CERITY PARTNERS LLC | 8.26% | 756.42K | 24M | 567.87K | +301.18% |
| 2023-12-31 | ENVESTNET ASSET MANAGEMENT INC | 507.47% | 46.47M | 3.58B | -5.16M | -9.99% |
| 2023-12-31 | MORGAN STANLEY | 316.07% | 28.95M | 2.23B | -858.86K | -2.88% |
| 2023-12-31 | GOLDMAN SACHS GROUP INC | 302.43% | 27.7M | 2.13B | 13.48M | +94.79% |
| 2023-12-31 | MERCER GLOBAL ADVISORS INC /ADV | 226.32% | 20.73M | 1.6B | 1.93M | +10.24% |
| 2023-12-31 | JPMORGAN CHASE & CO | 163.81% | 15M | 1.16B | -2.08M | -12.16% |
| 2023-12-31 | EMPOWER ADVISORY GROUP, LLC | 144.09% | 13.2M | 1.02B | -2.26M | -14.62% |
| 2023-12-31 | ALLWORTH FINANCIAL LP | 120.95% | 11.08M | 853.09M | 296.18K | +2.75% |
| 2023-12-31 | NORTHERN TRUST CORP | 96.03% | 8.79M | 677.34M | 3.23M | +58.07% |
| 2023-12-31 | BANK OF AMERICA CORP /DE/ | 89.37% | 8.18M | 630.4M | -1.75M | -17.64% |
| 2023-12-31 | WELLS FARGO & COMPANY/MN | 70.66% | 6.47M | 498.41M | -754.21K | -10.44% |
| 2023-12-31 | LPL FINANCIAL LLC | 61.49% | 5.63M | 433.72M | 159.46K | +2.91% |
| 2023-12-31 | TRUEPOINT, INC. | 60.5% | 5.54M | 426.74M | 120.9K | +2.23% |
| 2023-12-31 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 58.77% | 5.38M | 414.56M | -4.48M | -45.41% |
| 2023-12-31 | AVANTAX ADVISORY SERVICES, INC. | 56.48% | 5.17M | 398.36M | -98.32K | -1.87% |
| 2023-12-31 | | 45.5% | 4.17M | 320.95M | -366.47K | -8.08% |
| 2023-12-31 | ROYAL BANK OF CANADA | 42.72% | 3.91M | 301.34M | -133.04K | -3.29% |
| 2023-12-31 | MORNINGSTAR INVESTMENT SERVICES LLC | 41.19% | 3.77M | 290.37M | 1.86M | +97.71% |
| 2023-12-31 | CI PRIVATE WEALTH, LLC | 36.85% | 3.37M | 259.89M | 331.38K | +10.89% |
| 2023-12-31 | LINCOLN NATIONAL CORP | 33.34% | 3.05M | 235.14M | 22.67K | +0.75% |
| 2023-12-31 | TRUE LINK FINANCIAL ADVISORS, LLC | 30.97% | 2.84M | 218.42M | 174.79K | +6.57% |
| 2023-12-31 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 30.34% | 2.78M | 213.97M | -265.03K | -8.71% |
| 2023-12-31 | UBS GROUP AG | 29.95% | 2.74M | 211.24M | -1.12M | -28.92% |
| 2023-12-31 | ADVISOR GROUP HOLDINGS, INC. | 27.81% | 2.55M | 196.23M | -2.51M | -49.59% |
| 2023-12-31 | METLIFE INVESTMENT MANAGEMENT, LLC | 27.21% | 2.49M | 191.91M | -33.3K | -1.32% |
| 2023-12-31 | CAPTRUST FINANCIAL ADVISORS | 27.18% | 2.49M | 191.74M | 18.9K | +0.76% |
| 2023-12-31 | BANK OF NEW YORK MELLON CORP | 25.35% | 2.32M | 178.82M | -18.13K | -0.77% |
| 2023-12-31 | RS CRUM INC. | 8.14% | 745.88K | 57.45M | 153K | +25.81% |
| 2023-12-31 | CARLSON CAPITAL MANAGEMENT | 17.5% | 1.6M | 123.45M | 170.98K | +11.94% |
