Mar 31, 2024 | ATRIA WEALTH SOLUTIONS, INC. | 0.09% | 16.51K | 567.26K | 1.22K | +8.01% |
Mar 31, 2024 | WEST WEALTH GROUP, LLC | 0.04% | 8.51K | 292.18K | 0 | 0 |
Mar 31, 2024 | WHARTON BUSINESS GROUP, LLC | 1.21% | 230.46K | 7.92M | 24.58K | +11.94% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 1.13% | 214.83K | 7.38M | 214.83K | +100.00% |
Mar 31, 2024 | CREATIVE PLANNING | 0.25% | 52.68K | 1.81M | 5.3K | +11.19% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.21% | 44.45K | 1.53M | 16.08K | +56.67% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.2% | 42.46K | 1.46M | 555 | +1.32% |
Mar 31, 2024 | CORA CAPITAL ADVISORS LLC | 0.18% | 33.36K | 1.15M | 7.14K | +27.23% |
Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.17% | 32.03K | 1.1M | 32.03K | +100.00% |
Mar 31, 2024 | CASCADE INVESTMENT GROUP, INC. | 0.16% | 29.46K | 1.01M | 14.6K | +98.22% |
Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.15% | 29.41K | 1.01M | -929 | -3.06% |
Mar 31, 2024 | WADDELL & ASSOCIATES, LLC | 0.15% | 28.09K | 964.93K | 0 | 0 |
Mar 31, 2024 | CWM, LLC | 0.14% | 27.2K | 934K | -547 | -1.97% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.14% | 28.92K | 993.32K | 702 | +2.49% |
Mar 31, 2024 | H&H RETIREMENT DESIGN & MANAGEMENT INC | 0.14% | 25.95K | 827.27K | -530 | -2.00% |
Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.13% | 27.03K | 928.53K | -5.22K | -16.19% |
Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.13% | 26.71K | 918K | -35.79K | -57.26% |
Mar 31, 2024 | PHOENIX WEALTH ADVISORS | 0.12% | 23.49K | 806.74K | 11.49K | +95.77% |
Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.12% | 23.11K | 793.77K | 509 | +2.25% |
Mar 31, 2024 | CI PRIVATE WEALTH, LLC | 0.09% | 16.79K | 576.89K | -154 | -0.91% |
Mar 31, 2024 | STRATOS WEALTH PARTNERS, LTD. | 0.09% | 16.19K | 556.09K | 16.19K | +100.00% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 0.08% | 17.27K | 593.29K | 1.53K | +9.70% |
Mar 31, 2024 | STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | 0.08% | 15.38K | 482.47K | 2.88K | +23.00% |
Mar 31, 2024 | CONSOLIDATED PORTFOLIO REVIEW CORP | 0.08% | 14.74K | 506.35K | 1.22K | +9.00% |
Mar 31, 2024 | PFG INVESTMENTS, LLC | 0.08% | 14.74K | 506.35K | 14.74K | +100.00% |
Mar 31, 2024 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.07% | 13.92K | 478.04K | 824 | +6.29% |
Mar 31, 2024 | WOLF GROUP CAPITAL ADVISORS | 0.07% | 13.07K | 431.73K | 0 | 0 |
Mar 31, 2024 | AE WEALTH MANAGEMENT LLC | 0.06% | 12.02K | 412.99K | -12.51K | -50.99% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 2.5% | 526.36K | 18.08M | 121.05K | +29.87% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 2.46% | 517.49K | 17.71M | 304.86K | +143.37% |
Mar 31, 2024 | LPL FINANCIAL LLC | 1.59% | 334.01K | 11.47M | 21.89K | +7.01% |
Mar 31, 2024 | PEAPACK GLADSTONE FINANCIAL CORP | 0.08% | 16K | 550K | 0 | 0 |
Mar 31, 2024 | INSIGNEO ADVISORY SERVICES, LLC | 0.08% | 15.67K | 538.33K | 3.15K | +25.16% |
Mar 31, 2024 | TSFG, LLC | 0.06% | 11.6K | 399K | 8.46K | +268.70% |
Mar 31, 2024 | COMERICA BANK | 0.06% | 12.14K | 416.84K | 512 | +4.41% |
Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.92% | 194.21K | 6.67M | 187.42K | +2,761.02% |
Mar 31, 2024 | UBS GROUP AG | 0.67% | 139.82K | 4.8M | 26.72K | +23.63% |
Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0.58% | 109.95K | 3.78M | 6.84K | +6.63% |
Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 0.11% | 21.76K | 747.56K | 8.64K | +65.88% |
Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.11% | 22.53K | 773.74K | 15.06K | +201.74% |
Mar 31, 2024 | WJ WEALTH MANAGEMENT, LLC | 0.1% | 19.65K | 674.84K | -4.57K | -18.87% |
Mar 31, 2024 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.1% | 19.6K | 673.12K | -1.24K | -5.95% |
Mar 31, 2024 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.09% | 17.52K | 601.69K | 17.52K | +100.00% |
Mar 31, 2024 | THEORY FINANCIAL LLC | 0.57% | 108.9K | 3.74M | -2.38K | -2.14% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.54% | 114.44K | 3.93M | 4.72K | +4.30% |
Mar 31, 2024 | CITADEL ADVISORS LLC | 0.52% | 110.01K | 3.78M | 19.42K | +21.44% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.45% | 94.77K | 3.26M | 674 | +0.72% |
Mar 31, 2024 | WEALTHCARE ADVISORY PARTNERS LLC | 0.42% | 80.73K | 2.77M | -1.36K | -1.66% |
Mar 31, 2024 | GIMBAL FINANCIAL | 0.28% | 53.85K | 1.85M | 24.83K | +85.55% |
Mar 31, 2024 | CITIGROUP INC | 0.25% | 53.52K | 1.84M | 19.29K | +56.36% |
Mar 31, 2024 | MORGAN STANLEY | 3.92% | 824.79K | 28.33M | 50.9K | +6.58% |
Mar 31, 2024 | EAGLE WEALTH STRATEGIES LLC | 0.05% | 10.95K | 376.33K | 400 | +3.79% |
Mar 31, 2024 | WCG WEALTH ADVISORS LLC | 0.05% | 10.9K | 374K | 10.9K | +100.00% |
Mar 31, 2024 | BROOKSTONE CAPITAL MANAGEMENT | 0.05% | 10.81K | 371.15K | 2.19K | +25.42% |
Mar 31, 2024 | LODESTONE WEALTH MANAGEMENT LLC | 0.05% | 10.49K | 360.4K | -436 | -3.99% |
Mar 31, 2024 | BAIRD FINANCIAL GROUP, INC. | 0.05% | 10.41K | 357.62K | 1.74K | +20.05% |
Mar 31, 2024 | CREDIT SUISSE AG/ | 0.05% | 10.2K | 350.37K | 0 | 0 |
Mar 31, 2024 | GLASS JACOBSON INVESTMENT ADVISORS LLC | 0.05% | 10.18K | 349.61K | 3.6K | +54.68% |
Mar 31, 2024 | ATLAS PRIVATE WEALTH ADVISORS | 0.05% | 9.97K | 342.47K | 9.97K | +100.00% |
Mar 31, 2024 | PFG ADVISORS | 0.05% | 9.92K | 340.78K | 2.75K | +38.27% |
Mar 31, 2024 | CIBC WORLD MARKET INC. | 0.05% | 9.69K | 333K | 9.69K | +100.00% |
Mar 31, 2024 | FIRST HORIZON ADVISORS, INC. | 0.04% | 9.32K | 320.07K | 0 | 0 |
Dec 31, 2023 | CORA CAPITAL ADVISORS LLC | 0.15% | 26.22K | 904.49K | 1.61K | +6.53% |
Dec 31, 2023 | AE WEALTH MANAGEMENT LLC | 0.14% | 24.53K | 811.26K | 10.17K | +70.79% |
Dec 31, 2023 | WJ WEALTH MANAGEMENT, LLC | 0.14% | 24.22K | 835.46K | -382 | -1.55% |
Dec 31, 2023 | BELVEDERE TRADING LLC | 0.13% | 22.7K | 783.15K | 22.7K | +100.00% |
Dec 31, 2023 | CETERA ADVISOR NETWORKS LLC | 0.13% | 22.6K | 779.67K | -10.7K | -32.12% |
Dec 31, 2023 | SCOTIA CAPITAL INC. | 0.12% | 21.83K | 752.96K | 21.83K | +100.00% |
Dec 31, 2023 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.12% | 20.84K | 718.84K | 2.1K | +11.23% |
Dec 31, 2023 | BANK OF MONTREAL /CAN/ | 0.11% | 19.06K | 666.11K | 16.46K | +633.32% |
Dec 31, 2023 | CI PRIVATE WEALTH, LLC | 0.1% | 16.95K | 584.72K | 16.95K | +100.00% |
Dec 31, 2023 | PEAPACK GLADSTONE FINANCIAL CORP | 0.09% | 16K | 552K | 16K | +100.00% |
Dec 31, 2023 | JPMORGAN CHASE & CO | 0.09% | 15.75K | 543.2K | 15.75K | +100.00% |
Dec 31, 2023 | ATRIA WEALTH SOLUTIONS, INC. | 0.09% | 15.29K | 527.51K | 15.29K | +100.00% |
Dec 31, 2023 | CASCADE INVESTMENT GROUP, INC. | 0.08% | 14.86K | 512.67K | 14.86K | +100.00% |
Dec 31, 2023 | MARINER, LLC | 0.08% | 13.73K | 473.64K | 3.07K | +28.78% |
Dec 31, 2023 | SUNBELT SECURITIES, INC. | 0.08% | 13.61K | 469.7K | -2.16K | -13.69% |
Dec 31, 2023 | CONSOLIDATED PORTFOLIO REVIEW CORP | 0.08% | 13.52K | 466.58K | -1.86K | -12.11% |
Dec 31, 2023 | KESTRA ADVISORY SERVICES, LLC | 0.07% | 13.12K | 452.65K | 484 | +3.83% |
Dec 31, 2023 | WOLF GROUP CAPITAL ADVISORS | 0.07% | 13.07K | 431.73K | 7 | +0.05% |
Dec 31, 2023 | INSIGNEO ADVISORY SERVICES, LLC | 0.07% | 12.52K | 432.01K | 0 | 0 |
Dec 31, 2023 | STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | 0.07% | 12.5K | 431.25K | -375 | -2.91% |
Dec 31, 2023 | PHOENIX WEALTH ADVISORS | 0.07% | 12K | 403.7K | 914 | +8.25% |
Dec 31, 2023 | COMERICA BANK | 0.07% | 11.62K | 400.99K | 9.62K | +479.41% |
Dec 31, 2023 | KOVACK ADVISORS, INC. | 0.07% | 11.49K | 396.44K | 200 | +1.77% |
Dec 31, 2023 | LODESTONE WEALTH MANAGEMENT LLC | 0.06% | 10.93K | 377.02K | -1.1K | -9.11% |
Dec 31, 2023 | MORGAN STANLEY | 4.42% | 773.89K | 26.7M | 241.83K | +45.45% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 2.31% | 405.31K | 13.98M | 19.72K | +5.12% |
Dec 31, 2023 | LPL FINANCIAL LLC | 1.78% | 312.12K | 10.77M | 45.25K | +16.95% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 1.21% | 212.63K | 7.33M | 55.29K | +35.14% |
Dec 31, 2023 | WHARTON BUSINESS GROUP, LLC | 1.17% | 205.88K | 7.1M | -18.25K | -8.14% |
Dec 31, 2023 | JANE STREET GROUP, LLC | 1.1% | 193.3K | 6.67M | -42.43K | -18.00% |
Dec 31, 2023 | UBS GROUP AG | 0.65% | 113.1K | 3.9M | -7.12K | -5.93% |
Dec 31, 2023 | THEORY FINANCIAL LLC | 0.64% | 111.29K | 3.84M | 111.29K | +100.00% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.63% | 109.73K | 3.79M | -72.54K | -39.80% |
Dec 31, 2023 | MML INVESTORS SERVICES, LLC | 0.59% | 103.11K | 3.56M | 19.01K | +22.60% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.54% | 94.1K | 3.25M | -30.63K | -24.56% |
Dec 31, 2023 | CITADEL ADVISORS LLC | 0.52% | 90.59K | 3.13M | 90.59K | +100.00% |
Dec 31, 2023 | WEALTHCARE ADVISORY PARTNERS LLC | 0.47% | 82.09K | 2.83M | -6.62K | -7.46% |
Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.36% | 62.5K | 2.16M | -1.44K | -2.25% |
Dec 31, 2023 | CREATIVE PLANNING | 0.27% | 47.38K | 1.63M | 5.48K | +13.08% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.24% | 41.9K | 1.45M | 16.97K | +68.08% |
Dec 31, 2023 | CITIGROUP INC | 0.2% | 34.23K | 1.18M | 6.44K | +23.19% |
Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.18% | 32.25K | 1.11M | 281 | +0.88% |
Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.17% | 30.34K | 1.05M | 96 | +0.32% |
Dec 31, 2023 | | 0.07% | 13.09K | 451.68K | 13.09K | +100.00% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.16% | 28.38K | 978.92K | 8.62K | +43.63% |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.16% | 28.22K | 973.44K | 11.7K | +70.81% |
Dec 31, 2023 | WADDELL & ASSOCIATES, LLC | 0.16% | 28.09K | 969.14K | 13.67K | +94.79% |
Dec 31, 2023 | CWM, LLC | 0.16% | 27.75K | 957K | 5.16K | +22.83% |
Dec 31, 2023 | H&H RETIREMENT DESIGN & MANAGEMENT INC | 0.15% | 26.48K | 884.41K | 687 | +2.66% |