Mar 31, 2024 | VISHRIA BIRD FINANCIAL GROUP, LLC | 0.22% | 225.77K | 5.8M | 603 | +26.78% |
Mar 31, 2024 | MORGAN STANLEY | 1.54% | 1.58M | 40.64M | -209.11K | -1,167.58% |
Mar 31, 2024 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 1.3% | 1.32M | 33.89M | 7.23K | +55.07% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.94% | 961.82K | 24.72M | 94.04K | +1,083.66% |
Mar 31, 2024 | REVOLVE WEALTH PARTNERS, LLC | 0.91% | 927.73K | 23.83M | 136.82K | +1,729.86% |
Mar 31, 2024 | UBS GROUP AG | 0.7% | 718.36K | 18.45M | 22.66K | +325.72% |
Mar 31, 2024 | WRIGHT FUND MANAGEMENT, LLC | 0.68% | 694.4K | 17.84M | 92.9K | +1,544.47% |
Mar 31, 2024 | PRIVATE OCEAN, LLC | 0.62% | 625.91K | 16.08M | -94.07K | -1,306.53% |
Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.6% | 615.68K | 15.82M | 312.25K | +10,290.38% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.59% | 608.25K | 15.63M | -75.14K | -1,099.47% |
Mar 31, 2024 | M&T BANK CORP | 0.59% | 597.7K | 15.35M | 362.2K | +15,380.04% |
Mar 31, 2024 | MERCER GLOBAL ADVISORS INC /ADV | 0.55% | 562.27K | 14.45M | 59.25K | +1,177.78% |
Mar 31, 2024 | CAPITAL ASSET ADVISORY SERVICES LLC | 0.43% | 431.64K | 10.9M | -9.85K | -223.20% |
Mar 31, 2024 | AXXCESS WEALTH MANAGEMENT, LLC | 0.41% | 420.11K | 10.79M | -8.65K | -201.84% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.4% | 413.91K | 10.63M | 40.29K | +1,078.50% |
Mar 31, 2024 | CIBC PRIVATE WEALTH GROUP, LLC | 0.21% | 215.02K | 5.48M | 7.36K | +354.63% |
Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 5.7% | 5.85M | 150.39M | -2.85M | -3,277.70% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 0.2% | 210.32K | 5.4M | 25.14K | +1,357.68% |
Mar 31, 2024 | CERCANO MANAGEMENT LLC | 0.19% | 200K | 5.14M | 200K | +10,000.00% |
Mar 31, 2024 | BENJAMIN F. EDWARDS & COMPANY, INC. | 0.19% | 199.02K | 5.11M | 73.9K | +5,905.88% |
Mar 31, 2024 | WASHINGTON TRUST BANK | 0.19% | 197.17K | 5.07M | -357.67K | -6,446.41% |
Mar 31, 2024 | HIGH NET WORTH ADVISORY GROUP LLC | 0.19% | 194.92K | 5.01M | 66 | +3.39% |
Mar 31, 2024 | HTLF BANK | 0.18% | 183.94K | 4.73M | 2.56K | +140.92% |
Mar 31, 2024 | CX INSTITUTIONAL | 0.18% | 182.89K | 4.7M | -379 | -20.68% |
Mar 31, 2024 | RFG ADVISORY, LLC | 0.17% | 178.68K | 4.59M | 1.71K | +96.80% |
Mar 31, 2024 | OLD NATIONAL BANCORP /IN/ | 0.17% | 178.36K | 4.58M | 59.94K | +5,061.14% |
Mar 31, 2024 | EXCHANGE TRADED CONCEPTS, LLC | 3.21% | 3.26M | 83.71M | 1M | +4,457.03% |
Mar 31, 2024 | AVANTAX PLANNING PARTNERS, INC. | 2.77% | 2.81M | 72.28M | -79.97K | -276.35% |
Mar 31, 2024 | GRIMES & COMPANY, INC. | 2.18% | 2.22M | 56.95M | -28.76K | -128.07% |
Mar 31, 2024 | EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.52% | 530.08K | 13.62M | 40.01K | +816.35% |
Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.43% | 443.89K | 11.4M | 55.07K | +1,416.23% |
Mar 31, 2024 | AVIDIAN WEALTH SOLUTIONS, LLC | 0.43% | 431.86K | 11.09M | 202.75K | +8,849.02% |
Mar 31, 2024 | JORDAN PARK GROUP LLC | 0.38% | 386.7K | 9.93M | 300.76K | +34,994.94% |
Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.36% | 374.87K | 9.63M | 82.39K | +2,816.91% |
Mar 31, 2024 | CAPITAL ANALYSTS, LLC | 0.36% | 368.1K | 9.46M | 2.86K | +78.20% |
Mar 31, 2024 | BETTERMENT LLC | 0.35% | 358.47K | 9.21M | -30.85K | -792.48% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.34% | 353.6K | 9.08M | 29.56K | +912.17% |
Mar 31, 2024 | TRANSFORM WEALTH, LLC | 0.34% | 343.7K | 8.83M | 72.21K | +2,660.00% |
Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0.32% | 326.95K | 8.4M | 165.25K | +10,219.67% |
Mar 31, 2024 | WCG WEALTH ADVISORS LLC | 0.31% | 319K | 8.2M | -107.64K | -2,522.92% |
Mar 31, 2024 | SAGE ADVISORY SERVICES, LTD.CO. | 0.31% | 318.47K | 8.18M | -1.74K | -54.34% |
Mar 31, 2024 | PARKSIDE INVESTMENTS, LLC | 0.31% | 310.98K | 7.99M | -103.48K | -2,496.74% |
Mar 31, 2024 | STRATOS WEALTH PARTNERS, LTD. | 0.3% | 299.58K | 7.7M | -12.2K | -391.15% |
Mar 31, 2024 | MARINER, LLC | 0.29% | 294.69K | 7.57M | 1.57K | +53.63% |
Mar 31, 2024 | COLLABORATIVE WEALTH MANAGMENT INC. | 0.28% | 285.53K | 7.34M | 22.88K | +871.16% |
Mar 31, 2024 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.26% | 265.3K | 6.82M | 265.3K | +10,000.00% |
Mar 31, 2024 | FLOW TRADERS U.S. LLC | 0.25% | 254.67K | 6.54M | 254.67K | +10,000.00% |
Mar 31, 2024 | CAPITAL INSIGHT PARTNERS, LLC | 0.24% | 244.88K | 6.29M | 12.08K | +518.95% |
Mar 31, 2024 | MATHER GROUP, LLC. | 0.24% | 243.27K | 6.15M | -466 | -19.12% |
Mar 31, 2024 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 0.23% | 235.6K | 6.05M | 70.75K | +4,292.02% |
Mar 31, 2024 | SYNTEGRA PRIVATE WEALTH GROUP, LLC | 0.23% | 232.27K | 5.97M | 13.02K | +593.86% |
Mar 31, 2024 | FMR LLC | 9.97% | 10.24M | 263.1M | 1.6M | +1,845.99% |
Mar 31, 2024 | SEI INVESTMENTS CO | 7.09% | 7.29M | 187.25M | -252.8K | -335.20% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 4.78% | 4.92M | 126.28M | -50.05K | -100.78% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 4.35% | 4.47M | 114.87M | -434.62K | -885.89% |
Mar 31, 2024 | MANNING & NAPIER GROUP, LLC | 4.12% | 4.18M | 107.45M | 4.18M | +10,000.00% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 3.86% | 3.97M | 101.95M | -1.44M | -2,665.41% |
Mar 31, 2024 | LPL FINANCIAL LLC | 2.07% | 2.12M | 54.55M | -593.02K | -2,183.00% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 1.96% | 2.01M | 51.75M | -804.2K | -2,852.98% |
Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.42% | 388.82K | 9.84M | 120.85K | +4,509.82% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.4% | 373.61K | 9.45M | 147.1K | +6,493.87% |
Dec 31, 2023 | CAPITAL ANALYSTS, LLC | 0.39% | 365.24K | 9.24M | 364.3K | +3,875,521.28% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.35% | 324.04K | 8.2M | -419.73K | -5,643.24% |
Dec 31, 2023 | SAGE ADVISORY SERVICES, LTD.CO. | 0.34% | 320.21K | 8.1M | 284.73K | +80,249.44% |
Dec 31, 2023 | STRATOS WEALTH PARTNERS, LTD. | 0.33% | 311.78K | 7.89M | 267.54K | +60,473.55% |
Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.33% | 303.43K | 7.67M | 7.83K | +264.99% |
Dec 31, 2023 | MARINER, LLC | 0.31% | 293.11K | 7.42M | 237.06K | +42,290.43% |
Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.31% | 292.48K | 7.4M | 51.44K | +2,134.11% |
Dec 31, 2023 | TRANSFORM WEALTH, LLC | 0.29% | 271.48K | 6.87M | 271.48K | +10,000.00% |
Dec 31, 2023 | COLLABORATIVE WEALTH MANAGMENT INC. | 0.28% | 262.65K | 6.65M | 16.55K | +672.44% |
Dec 31, 2023 | MATHER GROUP, LLC. | 0.26% | 243.73K | 6.17M | 23.56K | +1,070.27% |
Dec 31, 2023 | M&T BANK CORP | 0.25% | 235.5K | 5.96M | 123.42K | +11,011.78% |
Dec 31, 2023 | CAPITAL INSIGHT PARTNERS, LLC | 0.25% | 232.8K | 5.89M | 12.62K | +573.08% |
Dec 31, 2023 | THRIVE WEALTH MANAGEMENT, LLC | 0.25% | 232.36K | 5.88M | 169.72K | +27,089.82% |
Dec 31, 2023 | AVIDIAN WEALTH SOLUTIONS, LLC | 0.25% | 229.12K | 5.8M | -37.13K | -1,394.63% |
Dec 31, 2023 | VISHRIA BIRD FINANCIAL GROUP, LLC | 0.24% | 225.17K | 5.7M | 225.17K | +10,000.00% |
Dec 31, 2023 | SYNTEGRA PRIVATE WEALTH GROUP, LLC | 0.24% | 219.25K | 5.55M | -9.13K | -399.78% |
Dec 31, 2023 | CIBC PRIVATE WEALTH GROUP, LLC | 0.22% | 207.65K | 5.25M | 207.65K | +10,000.00% |
Dec 31, 2023 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.22% | 204.61K | 5.18M | -67.33K | -2,475.96% |
Dec 31, 2023 | INTEGRATED WEALTH CONCEPTS LLC | 0.21% | 198.5K | 5.02M | 35.5K | +2,177.89% |
Dec 31, 2023 | HIGH NET WORTH ADVISORY GROUP LLC | 0.21% | 194.86K | 4.93M | 4.11K | +215.20% |
Dec 31, 2023 | JPMORGAN CHASE & CO | 0.2% | 185.18K | 4.68M | 41.91K | +2,925.24% |
Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 9.35% | 8.71M | 220.32M | 5.82M | +20,189.12% |
Dec 31, 2023 | FMR LLC | 9.28% | 8.65M | 218.73M | 9.66K | +11.19% |
Dec 31, 2023 | SEI INVESTMENTS CO | 8.1% | 7.54M | 190.8M | 986.58K | +1,505.06% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 5.81% | 5.41M | 136.89M | 1.68M | +4,514.84% |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 5.33% | 4.97M | 125.63M | 52.35K | +106.55% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 5.27% | 4.91M | 124.12M | 645.24K | +1,514.38% |
Dec 31, 2023 | AVANTAX PLANNING PARTNERS, INC. | 3.11% | 2.89M | 73.21M | -128.07K | -423.82% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 3.03% | 2.82M | 71.32M | 426.43K | +1,782.47% |
Dec 31, 2023 | LPL FINANCIAL LLC | 2.92% | 2.72M | 68.73M | 519.72K | +2,365.82% |
Dec 31, 2023 | EXCHANGE TRADED CONCEPTS, LLC | 2.42% | 2.25M | 57.02M | 2.25M | +10,000.00% |
Dec 31, 2023 | GRIMES & COMPANY, INC. | 2.41% | 2.25M | 56.81M | 2.25M | +10,000.00% |
Dec 31, 2023 | MORGAN STANLEY | 1.92% | 1.79M | 45.31M | 699.18K | +6,403.98% |
Dec 31, 2023 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 1.41% | 1.31M | 33.2M | -996.63K | -4,316.82% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.93% | 867.78K | 21.94M | 253.84K | +4,134.65% |
Dec 31, 2023 | REVOLVE WEALTH PARTNERS, LLC | 0.85% | 790.91K | 20.01M | 66.65K | +920.28% |
Dec 31, 2023 | PRIVATE OCEAN, LLC | 0.77% | 719.98K | 18.22M | -394.45K | -3,539.49% |
Dec 31, 2023 | UBS GROUP AG | 0.75% | 695.7K | 17.6M | 218.91K | +4,591.28% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.73% | 683.38K | 17.29M | 64.8K | +1,047.54% |
Dec 31, 2023 | WRIGHT FUND MANAGEMENT, LLC | 0.65% | 601.5K | 15.22M | 601.5K | +10,000.00% |
Dec 31, 2023 | WASHINGTON TRUST BANK | 0.6% | 554.83K | 14.04M | 495.77K | +83,936.00% |
Dec 31, 2023 | MERCER GLOBAL ADVISORS INC /ADV | 0.54% | 503.02K | 12.73M | 32.78K | +697.02% |
Dec 31, 2023 | EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.53% | 490.07K | 12.4M | -49.97K | -925.28% |
Dec 31, 2023 | CAPITAL ASSET ADVISORY SERVICES LLC | 0.47% | 441.5K | 11.17M | -16.1K | -351.86% |
Dec 31, 2023 | AXXCESS WEALTH MANAGEMENT, LLC | 0.46% | 428.77K | 10.85M | -11.58K | -262.86% |
Dec 31, 2023 | WCG WEALTH ADVISORS LLC | 0.46% | 426.64K | 10.79M | -53.08K | -1,106.40% |
Dec 31, 2023 | PARKSIDE INVESTMENTS, LLC | 0.45% | 414.45K | 10.49M | 21.95K | +559.23% |
Dec 31, 2023 | BETTERMENT LLC | 0.42% | 389.32K | 9.85M | 344.11K | +76,113.69% |