Mar 31, 2024 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.74% | 81.38K | 5.04M | 63.99K | +368.00% |
Mar 31, 2024 | MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | 0.41% | 45.03K | 2.79M | 35.37K | +366.41% |
Mar 31, 2024 | CIBC WORLD MARKET INC. | 0.38% | 41.55K | 2.57M | 35.46K | +582.10% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 16.06% | 1.77M | 109.34M | 1.39M | +363.40% |
Mar 31, 2024 | LPL FINANCIAL LLC | 13.91% | 1.53M | 94.74M | 1.26M | +463.13% |
Mar 31, 2024 | UBS GROUP AG | 13.59% | 1.49M | 92.51M | 1.19M | +391.14% |
Mar 31, 2024 | OAKWORTH CAPITAL, INC. | 3.57% | 392.48K | 24.29M | 314.75K | +404.89% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 3.47% | 381.99K | 23.73M | 319.99K | +516.14% |
Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 3.08% | 338.67K | 20.96M | 276.16K | +441.79% |
Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 2.81% | 309.49K | 19.17M | 244.72K | +377.84% |
Mar 31, 2024 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1.8% | 198.3K | 12.27M | 157.75K | +389.01% |
Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 1.7% | 186.46K | 11.54M | 173.15K | +1,301.29% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 1.65% | 181.25K | 11.22M | 140.19K | +341.41% |
Mar 31, 2024 | ROYAL FUND MANAGEMENT, LLC | 1.6% | 176.18K | 10.91M | 143.55K | +439.87% |
Mar 31, 2024 | RESOURCES INVESTMENT ADVISORS, LLC. | 1.41% | 155.49K | 9.62M | 119.77K | +335.36% |
Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.4% | 153.48K | 9.5M | 125.09K | +440.59% |
Mar 31, 2024 | PEAPACK GLADSTONE FINANCIAL CORP | 1.27% | 140.05K | 8.67M | 111.67K | +393.42% |
Mar 31, 2024 | THRIVENT FINANCIAL FOR LUTHERANS | 1.24% | 136.7K | 8.46M | 109.3K | +398.83% |
Mar 31, 2024 | GREAT LAKES ADVISORS, LLC | 1.16% | 127.44K | 7.89M | 101.5K | +391.34% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 1.08% | 118.94K | 7.36M | 94.63K | +389.12% |
Mar 31, 2024 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 1.07% | 118.09K | 7.31M | 93.26K | +375.62% |
Mar 31, 2024 | CAPITAL INVESTMENT ADVISORS, LLC | 0.72% | 79.7K | 4.93M | 63.28K | +385.27% |
Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.62% | 68.63K | 4.25M | 54.48K | +384.88% |
Mar 31, 2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.58% | 63.33K | 3.92M | 63.33K | +100.00% |
Mar 31, 2024 | CITIGROUP INC | 0.56% | 61.35K | 3.8M | 48.53K | +378.51% |
Mar 31, 2024 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.55% | 61.02K | 3.78M | 48.85K | +401.45% |
Mar 31, 2024 | TRUIST FINANCIAL CORP | 0.55% | 60.96K | 3.77M | 47.25K | +344.67% |
Mar 31, 2024 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18.17% | 2M | 123.81M | 2M | +100.00% |
Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13.25% | 1.46M | 90.19M | 1.16M | +392.02% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 9.96% | 1.1M | 67.82M | 882.11K | +413.18% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 3.59% | 394.4K | 24.41M | 394.4K | +100.00% |
Mar 31, 2024 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.07% | 117.5K | 7.27M | 94.91K | +420.16% |
Mar 31, 2024 | FIRST CITIZENS FINANCIAL CORP | 1.01% | 110.78K | 6.86M | 89.22K | +413.76% |
Mar 31, 2024 | SP ASSET MANAGEMENT LLC | 0.93% | 102.31K | 6.33M | 81.87K | +400.36% |
Mar 31, 2024 | STILLWATER CAPITAL ADVISORS, LLC | 0.92% | 100.94K | 6.25M | 80.55K | +395.12% |
Mar 31, 2024 | CETERA ADVISORS LLC | 0.91% | 100.11K | 6.2M | 92.18K | +1,161.84% |
Mar 31, 2024 | ETFIDEA, LLC | 0.88% | 96.43K | 5.97M | 77.23K | +402.14% |
Mar 31, 2024 | BANK OF MONTREAL /CAN/ | 0.86% | 94.54K | 5.87M | 70.29K | +289.82% |
Mar 31, 2024 | PRIVATE ADVISOR GROUP, LLC | 0.78% | 85.87K | 5.32M | 68.68K | +399.46% |
Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0.72% | 79.65K | 4.93M | 61.85K | +347.55% |
Mar 31, 2024 | ARKANSAS FINANCIAL GROUP, INC. | 0.64% | 69.96K | 4.33M | 56.08K | +404.01% |
Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.6% | 65.79K | 4.07M | 53.92K | +454.13% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 7.96% | 876.03K | 54.23M | 704.54K | +410.82% |
Mar 31, 2024 | FIL LTD | 6.37% | 700.69K | 43.48M | 700.69K | +100.00% |
Mar 31, 2024 | BELLWETHER ADVISORS, LLC | 5.14% | 565.94K | 35.03M | 443.51K | +362.26% |
Mar 31, 2024 | PGIM CUSTOM HARVEST LLC | 4.62% | 508.36K | 31.47M | 402.15K | +378.63% |
Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 4.62% | 508.06K | 31.45M | 322.25K | +173.43% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 4.51% | 496.59K | 30.74M | 395.86K | +392.97% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 4.29% | 472.31K | 29.24M | 403.63K | +587.71% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 4.25% | 467.48K | 28.94M | 377.8K | +421.31% |
Mar 31, 2024 | PETTYJOHN, WOOD & WHITE, INC | 0.75% | 82K | 5.08M | 65.27K | +390.14% |
Mar 31, 2024 | MORGAN STANLEY | 29.97% | 3.3M | 204.09M | 2.65M | +413.51% |
Mar 31, 2024 | NATIONAL BANK OF CANADA /FI/ | 0.54% | 59.01K | 3.59M | 47.65K | +419.19% |
Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.53% | 58.17K | 3.6M | 44.41K | +322.87% |
Mar 31, 2024 | | 0.53% | 57.86K | 3.58M | 45.06K | +352.26% |
Mar 31, 2024 | HC ADVISORS, LLC | 0.51% | 56.36K | 3.49M | 45.61K | +424.13% |
Mar 31, 2024 | ADVISORY SERVICES NETWORK, LLC | 0.51% | 56.16K | 3.48M | 42.08K | +298.99% |
Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.47% | 51.3K | 3.18M | 51.3K | +100.00% |
Mar 31, 2024 | EQUITABLE HOLDINGS, INC. | 0.46% | 50.08K | 3.1M | 40.54K | +425.20% |
Mar 31, 2024 | RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 0.44% | 48.17K | 2.98M | 38.98K | +424.38% |
Mar 31, 2024 | SIGMA PLANNING CORP | 0.42% | 46.72K | 2.89M | 43.11K | +1,193.88% |
Mar 31, 2024 | CREATIVE PLANNING | 0.41% | 45.27K | 2.8M | 36.15K | +396.15% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.58% | 62K | 17.75M | -9.49K | -13.28% |
Dec 31, 2023 | JPMORGAN CHASE & CO | 0.38% | 41.06K | 11.75M | -62.25K | -60.25% |
Dec 31, 2023 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.38% | 41K | 11.74M | 0 | 0 |
Dec 31, 2023 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | 0.38% | 40.55K | 11.61M | -2.08K | -4.88% |
Dec 31, 2023 | CONNECTUS WEALTH, LLC | 0.35% | 37.31K | 10.69M | 37.31K | +100.00% |
Dec 31, 2023 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.33% | 35.71K | 10.22M | 1.85K | +5.47% |
Dec 31, 2023 | ROYAL FUND MANAGEMENT, LLC | 0.3% | 32.63K | 9.37M | 1.08K | +3.42% |
Dec 31, 2023 | SOWA FINANCIAL GROUP, INC. | 0.29% | 30.71K | 8.79M | -3.69K | -10.73% |
Dec 31, 2023 | EP WEALTH ADVISORS, LLC | 0.27% | 28.74K | 8.23M | 25.8K | +878.28% |
Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.26% | 28.39K | 8.13M | -12.03K | -29.76% |
Dec 31, 2023 | PEAPACK GLADSTONE FINANCIAL CORP | 0.26% | 28.38K | 8.13M | -497 | -1.72% |
Dec 31, 2023 | THRIVENT FINANCIAL FOR LUTHERANS | 0.25% | 27.4K | 7.85M | -2.02K | -6.87% |
Dec 31, 2023 | GREAT LAKES ADVISORS, LLC | 0.24% | 25.94K | 7.42M | -797 | -2.98% |
Dec 31, 2023 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.23% | 24.83K | 7.11M | -17.62K | -41.50% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.23% | 24.32K | 6.96M | -197.5K | -89.04% |
Dec 31, 2023 | BANK OF MONTREAL /CAN/ | 0.23% | 24.25K | 6.96M | 8.52K | +54.16% |
Dec 31, 2023 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.21% | 22.59K | 6.47M | 2.03K | +9.87% |
Dec 31, 2023 | FIRST CITIZENS FINANCIAL CORP | 0.2% | 21.56K | 6.17M | -132 | -0.61% |
Dec 31, 2023 | SP ASSET MANAGEMENT LLC | 0.19% | 20.45K | 5.85M | 45 | +0.22% |
Dec 31, 2023 | STILLWATER CAPITAL ADVISORS, LLC | 0.19% | 20.39K | 5.84M | 137 | +0.68% |
Dec 31, 2023 | ETFIDEA, LLC | 0.18% | 19.2K | 5.5M | -973 | -4.82% |
Dec 31, 2023 | AE WEALTH MANAGEMENT LLC | 0.18% | 19.02K | 5.56M | -3.41K | -15.21% |
Dec 31, 2023 | CWA ASSET MANAGEMENT GROUP, LLC | 0.17% | 18.68K | 5.35M | 18.68K | +100.00% |
Dec 31, 2023 | MML INVESTORS SERVICES, LLC | 0.17% | 17.8K | 5.09M | -16.65K | -48.33% |
Dec 31, 2023 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.16% | 17.39K | 4.98M | -5.52K | -24.09% |
Dec 31, 2023 | PRIVATE ADVISOR GROUP, LLC | 0.16% | 17.19K | 4.92M | -6.82K | -28.40% |
Dec 31, 2023 | PETTYJOHN, WOOD & WHITE, INC | 0.16% | 16.73K | 4.79M | -425 | -2.48% |
Dec 31, 2023 | CAPITAL INVESTMENT ADVISORS, LLC | 0.15% | 16.42K | 4.7M | -425 | -2.52% |
Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.13% | 14.15K | 4.05M | -95 | -0.67% |
Dec 31, 2023 | ADVISORY SERVICES NETWORK, LLC | 0.13% | 14.08K | 4.03M | 2.75K | +24.23% |
Dec 31, 2023 | ARKANSAS FINANCIAL GROUP, INC. | 0.13% | 13.88K | 3.97M | 885 | +6.81% |
Dec 31, 2023 | CETERA ADVISOR NETWORKS LLC | 0.13% | 13.76K | 3.94M | -5.95K | -30.20% |
Dec 31, 2023 | TRUIST FINANCIAL CORP | 0.13% | 13.71K | 3.92M | -2.03K | -12.91% |
Dec 31, 2023 | MORGAN STANLEY | 5.97% | 642.05K | 183.78M | 159K | +32.92% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 3.54% | 381.19K | 109.11M | -14.84K | -3.75% |
Dec 31, 2023 | UBS GROUP AG | 2.83% | 304.29K | 87.1M | 14.47K | +4.99% |
Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.75% | 296.13K | 84.77M | 75.23K | +34.06% |
Dec 31, 2023 | LPL FINANCIAL LLC | 2.53% | 271.78K | 77.79M | -121.38K | -30.87% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 1.99% | 213.49K | 61.11M | -444 | -0.21% |
Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 1.73% | 185.81K | 53.19M | 6.07K | +3.38% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 1.59% | 171.5K | 49.09M | -7.01K | -3.93% |
Dec 31, 2023 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.39% | 149.75K | 523K | 149.75K | +100.00% |
Dec 31, 2023 | GRANITE BAY WEALTH MANAGEMENT, LLC | 1.23% | 132.13K | 35.86M | -232.12K | -63.72% |
Dec 31, 2023 | BELLWETHER ADVISORS, LLC | 1.14% | 122.43K | 35.04M | 27.45K | +28.90% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.94% | 100.74K | 28.84M | -33.8K | -25.12% |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.83% | 89.67K | 25.67M | -8.38K | -8.55% |
Dec 31, 2023 | OAKWORTH CAPITAL, INC. | 0.72% | 77.74K | 22.25M | -1.05K | -1.33% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.64% | 68.68K | 19.66M | -34.84K | -33.65% |
Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.6% | 64.77K | 18.53M | 2.78K | +4.48% |
Dec 31, 2023 | KESTRA ADVISORY SERVICES, LLC | 0.58% | 62.51K | 17.89M | 20.74K | +49.65% |