Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.19% | 24.27K | 1.35M | 12.65K | +108.81% |
Mar 31, 2024 | RPG FAMILY WEALTH ADVISORY, LLC | 0.57% | 74.03K | 4.13M | 25.21K | +51.64% |
Mar 31, 2024 | OLD MISSION CAPITAL LLC | 0.29% | 37.19K | 2.08M | 37.19K | +100.00% |
Mar 31, 2024 | FINANCIAL STRATEGIES GROUP, INC. | 0.27% | 34.94K | 2.01M | -642 | -1.80% |
Mar 31, 2024 | CASCADE FINANCIAL PARTNERS, LLC | 0.21% | 27.05K | 1.52M | 27.05K | +100.00% |
Mar 31, 2024 | | 0.19% | 24.56K | 1.37M | -1.57K | -5.99% |
Mar 31, 2024 | JANE STREET GROUP, LLC | 1.49% | 227.99K | 12.72M | 227.99K | +100.00% |
Mar 31, 2024 | EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 1.44% | 185.66K | 10.36M | -3.2K | -1.69% |
Mar 31, 2024 | N.E.W. ADVISORY SERVICES LLC | 1.29% | 165.59K | 9.24M | -4.56K | -2.68% |
Mar 31, 2024 | VICTORY CAPITAL MANAGEMENT INC | 1.08% | 164.77K | 9.19M | 0 | 0 |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 1.04% | 158.64K | 8.85M | 19.73K | +14.21% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.96% | 146.97K | 8.2M | 43.09K | +41.49% |
Mar 31, 2024 | VENTURI WEALTH MANAGEMENT, LLC | 0.87% | 111.99K | 6.25M | 8.14K | +7.84% |
Mar 31, 2024 | PURE FINANCIAL ADVISORS, LLC | 0.73% | 93.65K | 5.23M | 505 | +0.54% |
Mar 31, 2024 | MGO ONE SEVEN LLC | 0.71% | 91.09K | 5.08M | 2.79K | +3.16% |
Mar 31, 2024 | TRANSAMERICA FINANCIAL ADVISORS, INC. | 0.64% | 82.43K | 4.6M | 7.82K | +10.49% |
Mar 31, 2024 | CITADEL ADVISORS LLC | 0.63% | 96.19K | 5.37M | 90.6K | +1,621.08% |
Mar 31, 2024 | REDHAWK WEALTH ADVISORS, INC. | 0.63% | 80.83K | 4.51M | 12.98K | +19.13% |
Mar 31, 2024 | CREATIVE PLANNING | 22.14% | 3.38M | 188.85M | -590.46K | -14.85% |
Mar 31, 2024 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 12.08% | 1.56M | 86.81M | -248.6K | -13.78% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 6.21% | 948.71K | 52.94M | 300.88K | +46.44% |
Mar 31, 2024 | WADDELL & ASSOCIATES, LLC | 4.41% | 567.45K | 31.66M | -1.64K | -0.29% |
Mar 31, 2024 | AFFINITY WEALTH MANAGEMENT LLC | 2.55% | 327.81K | 18.29M | 3K | +0.92% |
Mar 31, 2024 | MARINER, LLC | 2.37% | 304.68K | 17M | 16.84K | +5.85% |
Mar 31, 2024 | LPL FINANCIAL LLC | 2.04% | 312.43K | 17.43M | 132.27K | +73.42% |
Mar 31, 2024 | MORGAN STANLEY | 1.53% | 233.27K | 13.02M | 31.48K | +15.60% |
Mar 31, 2024 | BIP WEALTH, LLC | 0.71% | 91.88K | 5.13M | 5.66K | +6.57% |
Mar 31, 2024 | WESCAP MANAGEMENT GROUP, INC. | 0.6% | 77.3K | 4.31M | 1.15K | +1.50% |
Mar 31, 2024 | APELLA CAPITAL, LLC | 0.52% | 66.58K | 3.83M | 9.75K | +17.15% |
Mar 31, 2024 | TORTOISE INVESTMENT MANAGEMENT, LLC | 0.48% | 62.09K | 3.46M | 1.18K | +1.93% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.46% | 69.96K | 3.9M | 45.69K | +188.20% |
Mar 31, 2024 | CHECCHI CAPITAL ADVISERS, LLC | 0.45% | 58.21K | 3.25M | 2.44K | +4.38% |
Mar 31, 2024 | MASON & ASSOCIATES INC | 0.45% | 57.48K | 3.21M | 57.48K | +100.00% |
Mar 31, 2024 | SEPIO CAPITAL, LP | 0.33% | 43.12K | 2.41M | -1.6K | -3.58% |
Mar 31, 2024 | MARTIN & CO INC /TN/ | 0.32% | 41.61K | 2.32M | -775 | -1.83% |
Mar 31, 2024 | EQUITABLE HOLDINGS, INC. | 0.32% | 40.72K | 2.27M | 402 | +1.00% |
Mar 31, 2024 | CABOT WEALTH MANAGEMENT INC | 0.3% | 38.51K | 2.15M | -690 | -1.76% |
Mar 31, 2024 | CARSONALLARIA WEALTH MANAGEMENT, LTD. | 0.3% | 38.46K | 2.15M | 538 | +1.42% |
Mar 31, 2024 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.29% | 37.73K | 2.11M | -866 | -2.24% |
Mar 31, 2024 | STRATOS WEALTH PARTNERS, LTD. | 0.29% | 37.42K | 2.09M | -55 | -0.15% |
Mar 31, 2024 | MERRIMAN WEALTH MANAGEMENT, LLC | 0.27% | 35.32K | 1.97M | -421 | -1.18% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.27% | 41.48K | 2.31M | 52 | +0.13% |
Mar 31, 2024 | JOHNSON FINANCIAL GROUP, LLC | 0.26% | 33.95K | 1.89M | 6.85K | +25.25% |
Mar 31, 2024 | TEXAS YALE CAPITAL CORP. | 0.26% | 33.21K | 1.85M | 650 | +2.00% |
Mar 31, 2024 | CIBC WORLD MARKET INC. | 0.25% | 31.86K | 1.78M | 410 | +1.30% |
Mar 31, 2024 | CRESTONE ASSET MANAGEMENT LLC | 0.24% | 31.4K | 1.75M | 0 | 0 |
Mar 31, 2024 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 0.24% | 30.39K | 1.68M | -7.79K | -20.40% |
Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.23% | 34.67K | 1.93M | 34.67K | +100.00% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.21% | 27.18K | 1.52M | 27.18K | +100.00% |
Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.21% | 32.06K | 1.79M | 3.57K | +12.53% |
Mar 31, 2024 | KATHLEEN S. WRIGHT ASSOCIATES INC. | 0.21% | 26.51K | 1.48M | -424 | -1.57% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 0.17% | 25.55K | 1.43M | 4.59K | +21.87% |
Mar 31, 2024 | UBS GROUP AG | 0.16% | 24.67K | 1.38M | 6.76K | +37.72% |
Mar 31, 2024 | BAIRD FINANCIAL GROUP, INC. | 0.16% | 24.05K | 1.34M | 8.88K | +58.48% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.15% | 22.88K | 1.28M | 1.19K | +5.46% |
Mar 31, 2024 | MARYLAND CAPITAL ADVISORS INC. | 0.13% | 19.11K | 1.07M | 296 | +1.57% |
Mar 31, 2024 | JFG WEALTH MANAGEMENT, LLC | 0.11% | 17.33K | 967.18K | 4.84K | +38.76% |
Mar 31, 2024 | ALESCO ADVISORS LLC | 0.11% | 17.28K | 964.34K | 684 | +4.12% |
Mar 31, 2024 | ADVISORY SERVICES NETWORK, LLC | 0.11% | 17.07K | 952.67K | -50 | -0.29% |
Mar 31, 2024 | BANK OF MONTREAL /CAN/ | 0.11% | 16.55K | 932.49K | 15.55K | +1,543.89% |
Dec 31, 2023 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.26% | 38.6K | 2.18M | -5.66K | -12.79% |
Dec 31, 2023 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 0.26% | 38.18K | 2.14M | -1.17K | -2.97% |
Dec 31, 2023 | CARSONALLARIA WEALTH MANAGEMENT, LTD. | 0.25% | 37.93K | 2.14M | -106 | -0.28% |
Dec 31, 2023 | STRATOS WEALTH PARTNERS, LTD. | 0.25% | 37.48K | 2.12M | 25.08K | +202.32% |
Dec 31, 2023 | MERRIMAN WEALTH MANAGEMENT, LLC | 0.24% | 35.74K | 2.02M | 35.74K | +100.00% |
Dec 31, 2023 | FINANCIAL STRATEGIES GROUP, INC. | 0.24% | 35.59K | 1.95M | -183 | -0.51% |
Dec 31, 2023 | TEXAS YALE CAPITAL CORP. | 0.22% | 32.56K | 1.84M | 5.1K | +18.57% |
Dec 31, 2023 | AE WEALTH MANAGEMENT LLC | 0.21% | 31.6K | 1.74M | 11.68K | +58.66% |
Dec 31, 2023 | CIBC WORLD MARKET INC. | 0.21% | 31.45K | 1.78M | 2.83K | +9.87% |
Dec 31, 2023 | CRESTONE ASSET MANAGEMENT LLC | 0.21% | 31.4K | 1.77M | 0 | 0 |
Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.19% | 28.49K | 1.61M | 22.43K | +370.25% |
Dec 31, 2023 | JOHNSON FINANCIAL GROUP, LLC | 0.18% | 27.11K | 1.53M | 19.03K | +235.76% |
Dec 31, 2023 | KATHLEEN S. WRIGHT ASSOCIATES INC. | 0.18% | 26.93K | 1.52M | 1.36K | +5.31% |
Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.17% | 25.38K | 1.43M | 3.61K | +16.60% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.16% | 24.28K | 1.37M | 3.97K | +19.57% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.15% | 21.7K | 1.23M | -11.4K | -34.45% |
Dec 31, 2023 | TWIN FOCUS CAPITAL PARTNERS, LLC | 0.15% | 21.67K | 1.22M | 68 | +0.31% |
Dec 31, 2023 | JPMORGAN CHASE & CO | 0.14% | 20.97K | 1.18M | 696 | +3.43% |
Dec 31, 2023 | MARYLAND CAPITAL ADVISORS INC. | 0.13% | 18.82K | 1.06M | 257 | +1.38% |
Dec 31, 2023 | CREATIVE PLANNING | 26.71% | 3.97M | 224.42M | 46.28K | +1.18% |
Dec 31, 2023 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 12.13% | 1.8M | 101.87M | 11.55K | +0.64% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 4.35% | 647.83K | 36.58M | 82.32K | +14.56% |
Dec 31, 2023 | WADDELL & ASSOCIATES, LLC | 3.82% | 569.09K | 32.13M | 6.57K | +1.17% |
Dec 31, 2023 | AFFINITY WEALTH MANAGEMENT LLC | 2.18% | 324.81K | 18.34M | 4.03K | +1.26% |
Dec 31, 2023 | MARINER, LLC | 1.93% | 287.84K | 16.25M | 10.55K | +3.81% |
Dec 31, 2023 | MORGAN STANLEY | 1.36% | 201.79K | 11.39M | 5.52K | +2.81% |
Dec 31, 2023 | EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 1.27% | 188.85K | 10.66M | -657 | -0.35% |
Dec 31, 2023 | LPL FINANCIAL LLC | 1.21% | 180.16K | 10.17M | -124.89K | -40.94% |
Dec 31, 2023 | N.E.W. ADVISORY SERVICES LLC | 1.14% | 170.15K | 9.61M | -891 | -0.52% |
Dec 31, 2023 | VICTORY CAPITAL MANAGEMENT INC | 1.11% | 164.77K | 9.3M | 0 | 0 |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.93% | 138.91K | 7.84M | 4.9K | +3.66% |
Dec 31, 2023 | GREAT POINT WEALTH ADVISORS, LLC | 0.93% | 138.27K | 7.81M | -3.7K | -2.61% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.7% | 103.87K | 5.87M | 43.4K | +71.77% |
Dec 31, 2023 | VENTURI WEALTH MANAGEMENT, LLC | 0.7% | 103.85K | 5.86M | 586 | +0.57% |
Dec 31, 2023 | PURE FINANCIAL ADVISORS, LLC | 0.63% | 93.14K | 5.26M | 2.24K | +2.46% |
Dec 31, 2023 | MGO ONE SEVEN LLC | 0.59% | 88.3K | 4.99M | 33.55K | +61.27% |
Dec 31, 2023 | BIP WEALTH, LLC | 0.58% | 86.21K | 4.87M | 14.24K | +19.79% |
Dec 31, 2023 | WESCAP MANAGEMENT GROUP, INC. | 0.51% | 76.16K | 4.3M | -2.08K | -2.66% |
Dec 31, 2023 | TRANSAMERICA FINANCIAL ADVISORS, INC. | 0.5% | 74.61K | 4.21M | -11.65K | -13.51% |
Dec 31, 2023 | REDHAWK WEALTH ADVISORS, INC. | 0.46% | 67.85K | 3.83M | 67.85K | +100.00% |
Dec 31, 2023 | TORTOISE INVESTMENT MANAGEMENT, LLC | 0.41% | 60.92K | 3.44M | -1.09K | -1.76% |
Dec 31, 2023 | APELLA CAPITAL, LLC | 0.38% | 56.83K | 3.17M | 16.3K | +40.20% |
Dec 31, 2023 | CHECCHI CAPITAL ADVISERS, LLC | 0.37% | 55.77K | 3.15M | 0 | 0 |
Dec 31, 2023 | WEALTHPLAN PARTNERS, LLC | 0.36% | 52.99K | 2.99M | 1.41K | +2.73% |
Dec 31, 2023 | RPG FAMILY WEALTH ADVISORY, LLC | 0.33% | 48.82K | 2.76M | -706 | -1.43% |
Dec 31, 2023 | SEPIO CAPITAL, LP | 0.3% | 44.72K | 2.53M | 2.2K | +5.17% |
Dec 31, 2023 | MARTIN & CO INC /TN/ | 0.28% | 42.38K | 2.39M | -1.24K | -2.84% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.28% | 41.43K | 2.34M | 28.28K | +215.03% |
Dec 31, 2023 | EQUITABLE HOLDINGS, INC. | 0.27% | 40.32K | 2.28M | -3.91K | -8.85% |
Dec 31, 2023 | CABOT WEALTH MANAGEMENT INC | 0.26% | 39.2K | 2.21M | -82 | -0.21% |