2024-03-31 | BROOKSTONE CAPITAL MANAGEMENT | 0.07% | 18.81K | 219.94K | 0 | 0 |
2024-03-31 | INDEPENDENT WEALTH NETWORK INC. | 0.05% | 12.79K | 149.55K | 79 | +0.62% |
2024-03-31 | EVERSOURCE WEALTH ADVISORS, LLC | 0.04% | 12.22K | 138.71K | -10 | -0.08% |
2024-03-31 | BANK OF AMERICA CORP /DE/ | 1.51% | 415.23K | 4.85M | 20.69K | +5.24% |
2024-03-31 | COMMONWEALTH EQUITY SERVICES, LLC | 1.42% | 391.82K | 4.58M | 391.82K | +100.00% |
2024-03-31 | WELLS FARGO & COMPANY/MN | 0.96% | 265.56K | 3.1M | -4.89K | -1.81% |
2024-03-31 | UBS GROUP AG | 0.84% | 230.56K | 2.7M | -3.55K | -1.51% |
2024-03-31 | ROYAL BANK OF CANADA | 0.8% | 219.8K | 2.57M | 9.52K | +4.53% |
2024-03-31 | HIGHTOWER ADVISORS, LLC | 0.56% | 154.23K | 1.8M | -2.54K | -1.62% |
2024-03-31 | ADVISOR GROUP HOLDINGS, INC. | 0.43% | 119.63K | 1.4M | -2.05K | -1.69% |
2024-03-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.41% | 112.17K | 1.31M | -22.1K | -16.46% |
2024-03-31 | THRIVENT FINANCIAL FOR LUTHERANS | 0.4% | 109.47K | 1.28M | 10.12K | +10.18% |
2024-03-31 | RAYMOND JAMES & ASSOCIATES | 0.39% | 107.96K | 1.26M | -914 | -0.84% |
2024-03-31 | PRIVATE ADVISOR GROUP, LLC | 0.17% | 47.48K | 555.04K | 835 | +1.79% |
2024-03-31 | COMERICA BANK | 0.13% | 35.2K | 411.49K | 0 | 0 |
2024-03-31 | IFG ADVISORY, LLC | 0.06% | 17.05K | 199.35K | 1.31K | +8.32% |
2024-03-31 | SARGENT INVESTMENT GROUP, LLC | 0.05% | 15.09K | 176.34K | 0 | 0 |
2024-03-31 | LVZ, INC. | 0.05% | 14.34K | 167.58K | 0 | 0 |
2024-03-31 | EP WEALTH ADVISORS, LLC | 0.05% | 14.27K | 166.77K | 0 | 0 |
2024-03-31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.05% | 13.73K | 160.54K | 614 | +4.68% |
2024-03-31 | L.M. KOHN & COMPANY | 0.05% | 13.39K | 156.5K | -900 | -6.30% |
2024-03-31 | MERIT FINANCIAL GROUP, LLC | 0.05% | 12.88K | 150.23K | 0 | 0 |
2024-03-31 | SHAKER FINANCIAL SERVICES, LLC | 0.05% | 12.83K | 149.97K | 12.83K | +100.00% |
2024-03-31 | LOKKEN INVESTMENT GROUP LLC | 0.05% | 12.8K | 149.66K | -21 | -0.16% |
2024-03-31 | NEWEDGE ADVISORS, LLC | 0.04% | 10.95K | 128.05K | 800 | +7.88% |
2024-03-31 | ICA GROUP WEALTH MANAGEMENT, LLC | 0.04% | 10.8K | 126.23K | -1.1K | -9.22% |
2024-03-31 | FISHER ASSET MANAGEMENT, LLC | 0.04% | 10.32K | 120.59K | 10.32K | +100.00% |
2024-03-31 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.04% | 10.22K | 119.45K | 10.22K | +100.00% |
2024-03-31 | FUTURE FINANCIAL WEALTH MANAGMENT LLC | 0.03% | 8.5K | 99.37K | 8.5K | +100.00% |
2024-03-31 | BESSEMER GROUP INC | 0.01% | 4.05K | 47K | 139 | +3.55% |
2024-03-31 | SPIRE WEALTH MANAGEMENT | 0.01% | 2.55K | 29.8K | 7 | +0.28% |
2024-03-31 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0.01% | 2.13K | 24.89K | 2.13K | +100.00% |
2024-03-31 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.01% | 1.76K | 20.55K | 0 | 0 |
2024-03-31 | NBC SECURITIES, INC. | 0.01% | 1.5K | 17K | 0 | 0 |
2024-03-31 | HARBOR INVESTMENT ADVISORY, LLC | 0% | 1.25K | 14.61K | 0 | 0 |
2024-03-31 | ANCORA ADVISORS, LLC | 0% | 1K | 11.69K | 0 | 0 |
2024-03-31 | LPL FINANCIAL LLC | 2.55% | 701.63K | 8.2M | 19.19K | +2.81% |
2024-03-31 | MORGAN STANLEY | 5.53% | 1.52M | 17.8M | -4.31K | -0.28% |
2024-03-31 | FINANCIAL ALTERNATIVES, INC | 0.17% | 46.49K | 543.43K | 0 | 0 |
2024-03-31 | RAYMOND JAMES TRUST N.A. | 0.17% | 46.03K | 538.11K | 0 | 0 |
2024-03-31 | SILVERLAKE WEALTH MANAGEMENT LLC | 0.12% | 34.31K | 401.03K | -6.97K | -16.88% |
2024-03-31 | PRINCIPAL SECURITIES, INC. | 0.12% | 32.74K | 382.76K | 4.5K | +15.93% |
2024-03-31 | AMERIPRISE FINANCIAL INC | 0.11% | 31.6K | 369.4K | 1.5K | +4.98% |
2024-03-31 | MGO ONE SEVEN LLC | 0.09% | 24.49K | 286.27K | 0 | 0 |
2024-03-31 | SFI ADVISORS, LLC | 0.09% | 24.41K | 285.29K | 24.41K | +100.00% |
2024-03-31 | SAXONY CAPITAL MANAGEMENT, LLC | 0.09% | 24.24K | 283.4K | 0 | 0 |
2024-03-31 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.09% | 23.93K | 280K | 2.61K | +12.24% |
2024-03-31 | WEDBUSH SECURITIES INC | 0.08% | 22.93K | 268K | 2.47K | +12.08% |
2024-03-31 | ATRIA WEALTH SOLUTIONS, INC. | 0.07% | 20.64K | 241.24K | -4.25K | -17.06% |
2024-03-31 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.07% | 19.11K | 223.37K | 0 | 0 |
2024-03-31 | ALLWORTH FINANCIAL LP | 0% | 400 | 4.68K | 400 | +100.00% |
2024-03-31 | GLOBAL RETIREMENT PARTNERS, LLC | 0% | 391 | 4.57K | 0 | 0 |
2024-03-31 | DELTA ASSET MANAGEMENT LLC/TN | 0% | 300 | 3.51K | 0 | 0 |
2024-03-31 | HUNTINGTON NATIONAL BANK | 0% | 30 | 351 | 30 | +100.00% |
2024-03-31 | MAIN STREET GROUP, LTD | 0% | 3 | 40 | 0 | 0 |
2024-03-31 | FORTIS GROUP ADVISORS, LLC | 0% | 0 | - | -626 | -100.00% |
2024-03-31 | TRADITION WEALTH MANAGEMENT, LLC | 0% | 0 | - | -6.45K | -100.00% |
2023-12-31 | RAYMOND JAMES TRUST N.A. | 0.17% | 46.03K | 515.56K | 0 | 0 |
2023-12-31 | SILVERLAKE WEALTH MANAGEMENT LLC | 0.15% | 41.27K | 462.24K | -2.97K | -6.70% |
2023-12-31 | COMERICA BANK | 0.13% | 35.2K | 394.24K | 7.5K | +27.08% |
2023-12-31 | AMERIPRISE FINANCIAL INC | 0.11% | 30.1K | 337.12K | 30.1K | +100.00% |
2023-12-31 | ATRIA WEALTH SOLUTIONS, INC. | 0.09% | 24.88K | 278.67K | -9.07K | -26.72% |
2023-12-31 | MGO ONE SEVEN LLC | 0.09% | 24.49K | 274.27K | -743 | -2.94% |
2023-12-31 | | 0.09% | 24.24K | 271.52K | 24.24K | +100.00% |
2023-12-31 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.08% | 21.32K | 239K | -2.11K | -9.02% |
2023-12-31 | WEDBUSH SECURITIES INC | 0.07% | 20.46K | 229K | 36 | +0.18% |
2023-12-31 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.07% | 19.11K | 214.01K | 0 | 0 |
2023-12-31 | BROOKSTONE CAPITAL MANAGEMENT | 0.07% | 18.81K | 210.72K | -4.01K | -17.56% |
2023-12-31 | IFG ADVISORY, LLC | 0.06% | 15.74K | 176.33K | 90 | +0.58% |
2023-12-31 | SARGENT INVESTMENT GROUP, LLC | 0.06% | 15.09K | 168.95K | 0 | 0 |
2023-12-31 | LVZ, INC. | 0.05% | 14.34K | 160.55K | 0 | 0 |
2023-12-31 | L.M. KOHN & COMPANY | 0.05% | 14.29K | 160.02K | 0 | 0 |
2023-12-31 | EP WEALTH ADVISORS, LLC | 0.05% | 14.27K | 159.78K | 0 | 0 |
2023-12-31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.05% | 13.12K | 146.93K | -1.13K | -7.92% |
2023-12-31 | MERIT FINANCIAL GROUP, LLC | 0.05% | 12.88K | 144.3K | -1K | -7.20% |
2023-12-31 | LOKKEN INVESTMENT GROUP LLC | 0.05% | 12.82K | 143.62K | -697 | -5.16% |
2023-12-31 | INDEPENDENT WEALTH NETWORK INC. | 0.05% | 12.71K | 142.39K | -240 | -1.85% |
2023-12-31 | EVERSOURCE WEALTH ADVISORS, LLC | 0.04% | 12.23K | 136.99K | -4 | -0.03% |
2023-12-31 | ICA GROUP WEALTH MANAGEMENT, LLC | 0.04% | 11.9K | 133.22K | 0 | 0 |
2023-12-31 | NEWEDGE ADVISORS, LLC | 0.04% | 10.15K | 112.3K | 10.15K | +100.00% |
2023-12-31 | CORECAP ADVISORS, LLC | 0.04% | 10.08K | 112.93K | -2.54K | -20.10% |
2023-12-31 | TRADITION WEALTH MANAGEMENT, LLC | 0.02% | 6.45K | 72K | -3.5K | -35.18% |
2023-12-31 | BESSEMER GROUP INC | 0.01% | 3.91K | 44K | 80 | +2.09% |
2023-12-31 | SPIRE WEALTH MANAGEMENT | 0.01% | 2.54K | 28.45K | -1.61K | -38.79% |
2023-12-31 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.01% | 1.76K | 19.69K | 0 | 0 |
2023-12-31 | BAYSTATE WEALTH MANAGEMENT LLC | 0.01% | 1.52K | 17.06K | 1.52K | +100.00% |
2023-12-31 | NBC SECURITIES, INC. | 0.01% | 1.5K | 16K | 0 | 0 |
2023-12-31 | HARBOR INVESTMENT ADVISORY, LLC | 0% | 1.25K | 14K | 0 | 0 |
2023-12-31 | ANCORA ADVISORS, LLC | 0% | 1K | 11.2K | 0 | 0 |
2023-12-31 | FORTIS GROUP ADVISORS, LLC | 0% | 626 | 7.01K | 313 | +100.00% |
2023-12-31 | GLOBAL RETIREMENT PARTNERS, LLC | 0% | 391 | 4.38K | 0 | 0 |
2023-12-31 | DELTA ASSET MANAGEMENT LLC/TN | 0% | 300 | 3.36K | 0 | 0 |
2023-12-31 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 219 | 2.45K | 219 | +100.00% |
2023-12-31 | MORGAN STANLEY | 5.58% | 1.53M | 17.1M | -42.62K | -2.72% |
2023-12-31 | LPL FINANCIAL LLC | 2.5% | 682.45K | 7.64M | 43.12K | +6.74% |
2023-12-31 | BANK OF AMERICA CORP /DE/ | 1.44% | 394.54K | 4.42M | 26.46K | +7.19% |
2023-12-31 | WELLS FARGO & COMPANY/MN | 0.99% | 270.44K | 3.03M | 47.26K | +21.18% |
2023-12-31 | UBS GROUP AG | 0.86% | 234.1K | 2.62M | -34.93K | -12.98% |
2023-12-31 | ROYAL BANK OF CANADA | 0.77% | 210.28K | 2.36M | 6.41K | +3.14% |
2023-12-31 | HIGHTOWER ADVISORS, LLC | 0.57% | 156.77K | 1.76M | -3.94K | -2.45% |
2023-12-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.49% | 134.27K | 1.5M | -127 | -0.09% |
2023-12-31 | ADVISOR GROUP HOLDINGS, INC. | 0.45% | 121.68K | 1.36M | -76.3K | -38.54% |
2023-12-31 | RAYMOND JAMES & ASSOCIATES | 0.4% | 108.87K | 1.22M | 8K | +7.93% |
2023-12-31 | THRIVENT FINANCIAL FOR LUTHERANS | 0.36% | 99.36K | 1.11M | 31.35K | +46.09% |
2023-12-31 | PRIVATE ADVISOR GROUP, LLC | 0.17% | 46.65K | 522.42K | 1.54K | +3.42% |
2023-12-31 | FINANCIAL ALTERNATIVES, INC | 0.17% | 46.49K | 520.66K | 0 | 0 |