2024-03-31 | MORGAN STANLEY | 0.87% | 230.06K | 3.83M | -254.27K | -52.50% |
2024-03-31 | AVIDIAN WEALTH SOLUTIONS, LLC | 0.08% | 21K | 349.23K | 0 | 0 |
2024-03-31 | CETERA ADVISOR NETWORKS LLC | 0.07% | 19.06K | 316.97K | -290 | -1.50% |
2024-03-31 | SELWAY ASSET MANAGEMENT | 0.07% | 18.15K | 301.75K | 0 | 0 |
2024-03-31 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | 0.06% | 14.82K | 246.42K | 9 | +0.06% |
2024-03-31 | BAIRD FINANCIAL GROUP, INC. | 0.05% | 12.69K | 211.02K | -11.14K | -46.75% |
2024-03-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.04% | 11.41K | 189.69K | 42 | +0.37% |
2024-03-31 | WEDBUSH SECURITIES INC | 0.04% | 11.28K | 188K | -900 | -7.39% |
2024-03-31 | MERIT FINANCIAL GROUP, LLC | 0.04% | 10.33K | 171.63K | 0 | 0 |
2024-03-31 | WELLS FARGO & COMPANY/MN | 0.04% | 10.03K | 166.83K | -619 | -5.81% |
2024-03-31 | PNC FINANCIAL SERVICES GROUP, INC. | 0.03% | 8.45K | 140.47K | -4.83K | -36.36% |
2024-03-31 | HARBOR INVESTMENT ADVISORY, LLC | 0.02% | 5.5K | 91.47K | -6.7K | -54.92% |
2024-03-31 | CWM, LLC | 0.01% | 3.47K | 58K | 3.47K | +100.00% |
2024-03-31 | GLOBAL RETIREMENT PARTNERS, LLC | 0.01% | 3.23K | 53.68K | 1.51K | +87.67% |
2024-03-31 | CULLEN/FROST BANKERS, INC. | 0.01% | 3.11K | 51.77K | 0 | 0 |
2024-03-31 | GENEOS WEALTH MANAGEMENT INC. | 0.01% | 3.08K | 51.22K | -300 | -8.88% |
2024-03-31 | SOUND INCOME STRATEGIES, LLC | 0.01% | 2.15K | 35.76K | 0 | 0 |
2024-03-31 | CITY HOLDING CO | 0.01% | 2K | 33.24K | 0 | 0 |
2024-03-31 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.01% | 1.82K | 30.28K | 0 | 0 |
2024-03-31 | OPTIMUM INVESTMENT ADVISORS | 0.01% | 1.7K | 28.27K | 0 | 0 |
2024-03-31 | DEUTSCHE BANK AG\ | 0% | 1.24K | 20.62K | 1.24K | +100.00% |
2024-03-31 | PARALLEL ADVISORS, LLC | 0% | 1K | 16.63K | 0 | 0 |
2024-03-31 | FINTRUST CAPITAL ADVISORS, LLC | 0% | 960 | 15.97K | 960 | +100.00% |
2024-03-31 | ALLWORTH FINANCIAL LP | 0% | 907 | 15.08K | 907 | +100.00% |
2024-03-31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 780 | 12.97K | 780 | +100.00% |
2024-03-31 | SANCTUARY WEALTH MANAGEMENT, L.L.C. | 0% | 697 | 11.59K | 0 | 0 |
2024-03-31 | KESTRA ADVISORY SERVICES, LLC | 0.42% | 112.01K | 1.86M | 3.92K | +3.63% |
2024-03-31 | RAYMOND JAMES & ASSOCIATES | 0.3% | 78.71K | 1.31M | 1.56K | +2.03% |
2024-03-31 | PRIVATE TRUST CO NA | 0% | 553 | 9.2K | 0 | 0 |
2024-03-31 | ORG PARTNERS LLC | 0% | 500 | 8.27K | 500 | +100.00% |
2024-03-31 | ALPHAMARK ADVISORS, LLC | 0% | 492 | 8K | 11 | +2.29% |
2024-03-31 | PISCATAQUA SAVINGS BANK | 0% | 400 | 6.65M | 400 | +100.00% |
2024-03-31 | SUGARLOAF WEALTH MANAGEMENT, LLC | 0% | 385 | 6.4K | 0 | 0 |
2024-03-31 | PEOPLES BANK/KS | 0% | 200 | 3.32K | 200 | +100.00% |
2024-03-31 | WEBSTER BANK, N. A. | 0% | 164 | 2.73K | 0 | 0 |
2024-03-31 | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | 0% | 62 | 1.03K | 62 | +100.00% |
2024-03-31 | JPMORGAN CHASE & CO | 0% | 0 | - | -92 | -100.00% |
2024-03-31 | FMR LLC | 0% | 0 | - | -1 | -100.00% |
2024-03-31 | GRADIENT INVESTMENTS LLC | 0% | 0 | - | -150 | -100.00% |
2024-03-31 | SHAKER FINANCIAL SERVICES, LLC | 0.25% | 66.37K | 1.1M | 26.27K | +65.52% |
2024-03-31 | ADVISOR GROUP HOLDINGS, INC. | 0.22% | 57.05K | 948.79K | -7.49K | -11.60% |
2024-03-31 | HIGHTOWER ADVISORS, LLC | 0.17% | 46.21K | 768K | 4.26K | +10.14% |
2024-03-31 | ATRIA WEALTH SOLUTIONS, INC. | 0.15% | 39.3K | 653.61K | 10.42K | +36.09% |
2024-03-31 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.14% | 36.89K | 614K | 1.82K | +5.18% |
2024-03-31 | NEWEDGE ADVISORS, LLC | 0.13% | 33.31K | 554.01K | 1.34K | +4.18% |
2024-03-31 | BANK OF AMERICA CORP /DE/ | 0.12% | 32.78K | 545.06K | 11.61K | +54.87% |
2024-03-31 | ENVESTNET ASSET MANAGEMENT INC | 0.11% | 29.14K | 484.52K | -5.44K | -15.74% |
2024-03-31 | B. RILEY WEALTH ADVISORS, INC. | 0.06% | 17.06K | 248.56K | -1.39K | -7.54% |
2024-03-31 | JANE STREET GROUP, LLC | 0.05% | 13.08K | 217.44K | 13.08K | +100.00% |
2024-03-31 | ROYAL BANK OF CANADA | 1.84% | 486.79K | 8.1M | 6.79K | +1.41% |
2024-03-31 | UBS GROUP AG | 1.47% | 388.96K | 6.47M | 43.79K | +12.69% |
2024-03-31 | COMMONWEALTH EQUITY SERVICES, LLC | 1.04% | 274.85K | 4.57M | 274.85K | +100.00% |
2024-03-31 | GUGGENHEIM CAPITAL LLC | 0.83% | 220.28K | 3.66M | 13.43K | +6.49% |
2024-03-31 | INVESCO LTD. | 0.66% | 174.79K | 2.91M | -61.72K | -26.10% |
2024-03-31 | LPL FINANCIAL LLC | 0.61% | 163K | 2.71M | 6.05K | +3.85% |
2024-03-31 | ADVISORY RESOURCE GROUP | 0.47% | 125.5K | 2.09M | -4.63K | -3.56% |
2024-03-31 | TSP CAPITAL MANAGEMENT GROUP, LLC | 0.47% | 125.47K | 2.09M | 11.95K | +10.53% |
2024-03-31 | FIERA CAPITAL CORP | 0.29% | 77.42K | 1.29M | 137 | +0.18% |
2024-03-31 | LEVEL FOUR ADVISORY SERVICES, LLC | 0.1% | 26.81K | 423.06K | 0 | 0 |
2024-03-31 | CETERA INVESTMENT ADVISERS | 0.1% | 25.28K | 420.48K | 25.28K | +100.00% |
2024-03-31 | PRIVATE ADVISOR GROUP, LLC | 0.08% | 21.96K | 365.26K | 2.09K | +10.49% |
2023-12-31 | MORGAN STANLEY | 1.83% | 484.33K | 7.64M | -363.2K | -42.85% |
2023-12-31 | ROYAL BANK OF CANADA | 1.81% | 480K | 7.57M | 46.67K | +10.77% |
2023-12-31 | UBS GROUP AG | 1.3% | 345.17K | 5.45M | 70.42K | +25.63% |
2023-12-31 | INVESCO LTD. | 0.89% | 236.51K | 3.73M | 30.37K | +14.73% |
2023-12-31 | GUGGENHEIM CAPITAL LLC | 0.78% | 206.85K | 3.26M | 30.2K | +17.10% |
2023-12-31 | LPL FINANCIAL LLC | 0.59% | 156.95K | 2.48M | -7.93K | -4.81% |
2023-12-31 | ADVISORY RESOURCE GROUP | 0.49% | 130.13K | 2.05M | -647 | -0.49% |
2023-12-31 | TSP CAPITAL MANAGEMENT GROUP, LLC | 0.43% | 113.52K | 1.79M | 40.94K | +56.41% |
2023-12-31 | KESTRA ADVISORY SERVICES, LLC | 0.41% | 108.08K | 1.71M | -2.97K | -2.68% |
2023-12-31 | FIERA CAPITAL CORP | 0.29% | 77.28K | 1.22M | 0 | 0 |
2023-12-31 | RAYMOND JAMES & ASSOCIATES | 0.29% | 77.15K | 1.22M | 11.02K | +16.67% |
2023-12-31 | ADVISOR GROUP HOLDINGS, INC. | 0.24% | 64.54K | 1.02M | -19.58K | -23.27% |
2023-12-31 | HIGHTOWER ADVISORS, LLC | 0.16% | 41.95K | 660K | 284 | +0.68% |
2023-12-31 | SHAKER FINANCIAL SERVICES, LLC | 0.15% | 40.1K | 637.73K | 23.9K | +147.52% |
2023-12-31 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.13% | 35.08K | 553K | 11.06K | +46.06% |
2023-12-31 | ENVESTNET ASSET MANAGEMENT INC | 0.13% | 34.58K | 545.66K | 945 | +2.81% |
2023-12-31 | NEWEDGE ADVISORS, LLC | 0.12% | 31.98K | 502.78K | 10.94K | +51.98% |
2023-12-31 | ATRIA WEALTH SOLUTIONS, INC. | 0.11% | 28.88K | 455.65K | -11.95K | -29.26% |
2023-12-31 | LEVEL FOUR ADVISORY SERVICES, LLC | 0.1% | 26.81K | 423.06K | 14.66K | +120.62% |
2023-12-31 | BAIRD FINANCIAL GROUP, INC. | 0.09% | 23.83K | 376.05K | -925 | -3.74% |
2023-12-31 | BANK OF AMERICA CORP /DE/ | 0.08% | 21.16K | 333.97K | -6.73K | -24.14% |
2023-12-31 | AVIDIAN WEALTH SOLUTIONS, LLC | 0.08% | 21K | 331.38K | 0 | 0 |
2023-12-31 | PRIVATE ADVISOR GROUP, LLC | 0.08% | 19.88K | 313.68K | 1.25K | +6.69% |
2023-12-31 | CETERA ADVISOR NETWORKS LLC | 0.07% | 19.35K | 305.34K | -4.26K | -18.05% |
2023-12-31 | SELWAY ASSET MANAGEMENT | 0.07% | 18.15K | 286.33K | -3.8K | -17.32% |
2023-12-31 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.06% | 14.93K | 946K | 14.93K | +100.00% |
2023-12-31 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | 0.06% | 14.81K | 233.68K | -4.45K | -23.11% |
2023-12-31 | PNC FINANCIAL SERVICES GROUP, INC. | 0.05% | 13.27K | 209.45K | -433 | -3.16% |
2023-12-31 | HARBOR INVESTMENT ADVISORY, LLC | 0.05% | 12.2K | 192.52K | -4.5K | -26.95% |
2023-12-31 | WEDBUSH SECURITIES INC | 0.05% | 12.18K | 192K | 1.93K | +18.86% |
2023-12-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.04% | 11.36K | 179.33K | -379 | -3.23% |
2023-12-31 | WELLS FARGO & COMPANY/MN | 0.04% | 10.65K | 168.07K | 925 | +9.51% |
2023-12-31 | MERIT FINANCIAL GROUP, LLC | 0.04% | 10.33K | 162.95K | 1 | +0.01% |
2023-12-31 | GENEOS WEALTH MANAGEMENT INC. | 0.01% | 3.38K | 53.34K | 0 | 0 |
2023-12-31 | CULLEN/FROST BANKERS, INC. | 0.01% | 3.11K | 49.12K | 0 | 0 |
2023-12-31 | SOUND INCOME STRATEGIES, LLC | 0.01% | 2.15K | 33.93K | 0 | 0 |
2023-12-31 | CITY HOLDING CO | 0.01% | 2K | 31.56K | 0 | 0 |
2023-12-31 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.01% | 1.82K | 28.73K | 0 | 0 |
2023-12-31 | GLOBAL RETIREMENT PARTNERS, LLC | 0.01% | 1.72K | 26.88K | 1.72K | +100.00% |
2023-12-31 | OPTIMUM INVESTMENT ADVISORS | 0.01% | 1.7K | 26.83K | 0 | 0 |
2023-12-31 | PARALLEL ADVISORS, LLC | 0% | 1K | 15.78K | 0 | 0 |
2023-12-31 | FSA WEALTH MANAGEMENT LLC | 0% | 951 | 15K | 951 | +100.00% |
2023-12-31 | ADVISORY SERVICES NETWORK, LLC | 0% | 700 | 11.05K | 700 | +100.00% |
2023-12-31 | SANCTUARY WEALTH MANAGEMENT, L.L.C. | 0% | 697 | 11K | 0 | 0 |
2023-12-31 | PRIVATE TRUST CO NA | 0% | 553 | 8.73K | 0 | 0 |
2023-12-31 | ALPHAMARK ADVISORS, LLC | 0% | 481 | 8K | 64 | +15.35% |
2023-12-31 | SUGARLOAF WEALTH MANAGEMENT, LLC | 0% | 385 | 6.07K | 0 | 0 |
2023-12-31 | BAYSTATE WEALTH MANAGEMENT LLC | 0% | 304 | 4.81K | 304 | +100.00% |
2023-12-31 | WEBSTER BANK, N. A. | 0% | 164 | 2.59K | 0 | 0 |
2023-12-31 | GRADIENT INVESTMENTS LLC | 0% | 150 | 2.37K | 150 | +100.00% |
2023-12-31 | B. RILEY WEALTH ADVISORS, INC. | 0.07% | 18.45K | 293.44K | 1.39K | +8.15% |