2024-03-31 | WETHERBY ASSET MANAGEMENT INC | 0.03% | 10K | 200.8K | 0 | 0 |
2024-03-31 | UBS GROUP AG | 5.08% | 1.48M | 29.64M | 22.47K | +1.55% |
2024-03-31 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 1.54% | 448.78K | 8.68M | 3.35K | +0.75% |
2024-03-31 | INVESCO LTD. | 1.45% | 422.09K | 8.48M | -19.82K | -4.49% |
2024-03-31 | GREATMARK INVESTMENT PARTNERS, INC. | 0.56% | 162.78K | 3.27M | 19.4K | +13.53% |
2024-03-31 | SHAKER FINANCIAL SERVICES, LLC | 0.22% | 62.59K | 1.26M | 20.58K | +48.99% |
2024-03-31 | COMERICA BANK | 0.21% | 62.25K | 1.25M | -165 | -0.26% |
2024-03-31 | ODER INVESTMENT MANAGEMENT, LLC | 0.21% | 59.87K | 1.2M | 5.2K | +9.50% |
2024-03-31 | BEACON POINTE ADVISORS, LLC | 0.2% | 57.85K | 1.16M | -2.14K | -3.57% |
2024-03-31 | CARMICHAEL HILL & ASSOCIATES, INC. | 0.19% | 54.32K | 1.09M | 4.53K | +9.10% |
2024-03-31 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.16% | 47.16K | 946.99K | -4.11K | -8.01% |
2024-03-31 | ADVISOR GROUP HOLDINGS, INC. | 0.16% | 45.09K | 905.43K | -3.72K | -7.62% |
2024-03-31 | WELLS FARGO & COMPANY/MN | 0.14% | 41.16K | 826.44K | 15.19K | +58.51% |
2024-03-31 | LIDO ADVISORS, LLC | 0.14% | 40.86K | 820.45K | 2.6K | +6.80% |
2024-03-31 | OPPENHEIMER & CO INC | 0.13% | 36.43K | 731.49K | 3.9K | +11.98% |
2024-03-31 | RAYMOND JAMES & ASSOCIATES | 0.11% | 30.9K | 620.39K | -1.59K | -4.90% |
2024-03-31 | CHOREO, LLC | 0.1% | 29.99K | 602.22K | 29.99K | +100.00% |
2024-03-31 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.09% | 27.41K | 550.31K | -22.48K | -45.06% |
2024-03-31 | JANNEY MONTGOMERY SCOTT LLC | 0.07% | 21.01K | 422K | 9.99K | +90.70% |
2024-03-31 | COMMONWEALTH EQUITY SERVICES, LLC | 0.07% | 20.63K | 414K | 20.63K | +100.00% |
2024-03-31 | EVERPAR ADVISORS LLC | 0.07% | 20.5K | 411.7K | -633 | -2.99% |
2024-03-31 | CREATIVE PLANNING | 0.07% | 20.03K | 402.24K | -2.38K | -10.61% |
2024-03-31 | THOMAS J. HERZFELD ADVISORS, INC. | 0.54% | 158.02K | 3.17M | 12K | +8.22% |
2024-03-31 | ENVESTNET ASSET MANAGEMENT INC | 0.47% | 137.39K | 2.76M | 29.7K | +27.58% |
2024-03-31 | BAIRD FINANCIAL GROUP, INC. | 0.4% | 117.27K | 2.35M | 5.16K | +4.60% |
2024-03-31 | LPL FINANCIAL LLC | 0.37% | 108.77K | 2.18M | 17.34K | +18.97% |
2024-03-31 | GLAXIS CAPITAL MANAGEMENT, LLC | 0.35% | 103K | 2.07M | 10.58K | +11.45% |
2024-03-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.06% | 16.44K | 330.08K | 3.4K | +26.04% |
2024-03-31 | CETERA INVESTMENT ADVISERS | 0.06% | 16.35K | 328.39K | 16.35K | +100.00% |
2024-03-31 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.06% | 16.22K | 325.66K | -2.61K | -13.87% |
2024-03-31 | STIFEL FINANCIAL CORP | 0.05% | 15.78K | 316.84K | -2.05K | -11.49% |
2024-03-31 | SIT INVESTMENT ASSOCIATES INC | 0.05% | 14.7K | 295K | 0 | 0 |
2024-03-31 | BARRETT & COMPANY, INC. | 0.04% | 12.39K | 248.71K | 67 | +0.54% |
2024-03-31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.04% | 11.17K | 224.25K | -498 | -4.27% |
2024-03-31 | VENTURI WEALTH MANAGEMENT, LLC | 0.01% | 3.95K | 79.26K | 0 | 0 |
2024-03-31 | SPIRE WEALTH MANAGEMENT | 0.01% | 2.92K | 58.61K | 0 | 0 |
2024-03-31 | NEWEDGE ADVISORS, LLC | 0% | 1.26K | 25.31K | 3 | +0.24% |
2024-03-31 | SACHETTA, LLC | 0% | 1.2K | 22.12M | 0 | 0 |
2024-03-31 | NEWEDGE WEALTH, LLC | 0.33% | 96.55K | 1.89M | 1.47K | +1.54% |
2024-03-31 | BALDWIN BROTHERS LLC/MA | 0.31% | 91.33K | 1.83M | 0 | 0 |
2024-03-31 | AQR ARBITRAGE LLC | 0.31% | 89.12K | 1.79M | -63.81K | -41.72% |
2024-03-31 | GUGGENHEIM CAPITAL LLC | 0.3% | 86.76K | 1.74M | -5.02K | -5.47% |
2024-03-31 | LEXAURUM ADVISORS, LLC | 0.27% | 79.07K | 1.59M | -45.49K | -36.52% |
2024-03-31 | CERITY PARTNERS LLC | 0.24% | 71.16K | 1.43M | 0 | 0 |
2024-03-31 | FIERA CAPITAL CORP | 0.22% | 64.86K | 1.3M | 75 | +0.12% |
2024-03-31 | MORGAN STANLEY | 6.15% | 1.79M | 35.89M | -42.18K | -2.31% |
2024-03-31 | ATRIA INVESTMENTS, INC | 1.08% | 314.04K | 6.31M | 314.04K | +100.00% |
2024-03-31 | BANK OF AMERICA CORP /DE/ | 1.03% | 300.43K | 6.03M | -78.01K | -20.61% |
2024-03-31 | ROYAL BANK OF CANADA | 0.64% | 186.51K | 3.75M | 92.28K | +97.93% |
2024-03-31 | SYNOVUS FINANCIAL CORP | 0.59% | 172.76K | 3.47M | -12.42K | -6.71% |
2024-03-31 | KEY FINANCIAL INC | 0% | 246 | 4.94K | 0 | 0 |
2024-03-31 | SOUND INCOME STRATEGIES, LLC | 0% | 126 | 2.52K | 4 | +3.28% |
2024-03-31 | WOLVERINE ASSET MANAGEMENT LLC | 0% | 0 | - | -1.93K | -100.00% |
2024-03-31 | ROCKY MOUNTAIN ADVISERS, LLC | 0% | 0 | - | -5.25K | -100.00% |
2024-03-31 | GRADIENT INVESTMENTS LLC | 0% | 0 | - | -325 | -100.00% |
2024-03-31 | ALLWORTH FINANCIAL LP | 0% | 1.09K | 21.89K | 29 | +2.73% |
2024-03-31 | MONTAG A & ASSOCIATES INC | 0% | 803 | 16.13K | 0 | 0 |
2024-03-31 | FIFTH THIRD BANCORP | 0% | 500 | 10.04K | 0 | 0 |
2024-03-31 | PRIVATE TRUST CO NA | 0% | 400 | 8.03K | 0 | 0 |
2024-03-31 | SUNBELT SECURITIES, INC. | 0% | 375 | 7.53K | 0 | 0 |
2023-12-31 | NEWEDGE WEALTH, LLC | 0.33% | 95.08K | 1.75M | 82.52K | +657.40% |
2023-12-31 | BALDWIN BROTHERS LLC/MA | 0.31% | 91.33K | 1.68M | 0 | 0 |
2023-12-31 | MALTIN WEALTH MANAGEMENT, INC. | 0.26% | 74.51K | 1.37M | 1.2K | +1.63% |
2023-12-31 | CERITY PARTNERS LLC | 0.24% | 71.16K | 1.31M | 3.16K | +4.65% |
2023-12-31 | FIERA CAPITAL CORP | 0.22% | 64.79K | 1.19M | 0 | 0 |
2023-12-31 | COMERICA BANK | 0.21% | 62.42K | 1.15M | 1.7K | +2.80% |
2023-12-31 | BEACON POINTE ADVISORS, LLC | 0.21% | 59.99K | 1.11M | -4.14K | -6.46% |
2023-12-31 | ODER INVESTMENT MANAGEMENT, LLC | 0.19% | 54.67K | 1.01M | 18.83K | +52.55% |
2023-12-31 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.18% | 51.27K | 944.82K | -5.45K | -9.60% |
2023-12-31 | PETTINGA FINANCIAL ADVISORS, LLC | 0.17% | 50.3K | 927.03K | 21.91K | +77.18% |
2023-12-31 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.17% | 49.89K | 919.42K | 19.39K | +63.56% |
2023-12-31 | CARMICHAEL HILL & ASSOCIATES, INC. | 0.17% | 49.79K | 917.69K | -4.43K | -8.17% |
2023-12-31 | ADVISOR GROUP HOLDINGS, INC. | 0.17% | 48.81K | 899.58K | -4.58K | -8.58% |
2023-12-31 | SHAKER FINANCIAL SERVICES, LLC | 0.14% | 42.01K | 774.25K | -19.95K | -32.20% |
2023-12-31 | LIDO ADVISORS, LLC | 0.13% | 38.26K | 705.11K | 38.26K | +100.00% |
2023-12-31 | OPPENHEIMER & CO INC | 0.11% | 32.53K | 599.58K | -2.76K | -7.82% |
2023-12-31 | RAYMOND JAMES & ASSOCIATES | 0.11% | 32.49K | 598.78K | -3.6K | -9.98% |
2023-12-31 | WELLS FARGO & COMPANY/MN | 0.09% | 25.97K | 478.54K | -618 | -2.32% |
2023-12-31 | CREATIVE PLANNING | 0.08% | 22.41K | 413K | -12K | -34.88% |
2023-12-31 | | 0.07% | 21.14K | 389.54K | 21.14K | +100.00% |
2023-12-31 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.06% | 18.83K | 347.02K | -2.02K | -9.71% |
2023-12-31 | STIFEL FINANCIAL CORP | 0.06% | 17.83K | 328.55K | -5.61K | -23.95% |
2023-12-31 | MERIT FINANCIAL GROUP, LLC | 0.06% | 16.18K | 298.19K | -2.5K | -13.36% |
2023-12-31 | MUTUAL ADVISORS, LLC | 0.06% | 16.06K | 295.94K | 16.06K | +100.00% |
2023-12-31 | GREY STREET CAPITAL, LLC | 0.05% | 15.03K | 276.91K | -787 | -4.98% |
2023-12-31 | SIT INVESTMENT ASSOCIATES INC | 0.05% | 14.7K | 271K | -47.48K | -76.37% |
2023-12-31 | JANE STREET GROUP, LLC | 0.05% | 14.56K | 268.38K | 14.56K | +100.00% |
2023-12-31 | NOMURA HOLDINGS INC | 0.05% | 13.73K | 252.95K | 13.73K | +100.00% |
2023-12-31 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.04% | 13.04K | 240.36K | -588 | -4.31% |
2023-12-31 | BARRETT & COMPANY, INC. | 0.04% | 12.32K | 227.03K | 73 | +0.60% |
2023-12-31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.04% | 11.67K | 215K | 90 | +0.78% |
2023-12-31 | JANNEY MONTGOMERY SCOTT LLC | 0.04% | 11.02K | 203K | -9.81K | -47.09% |
2023-12-31 | WETHERBY ASSET MANAGEMENT INC | 0.03% | 10K | 184.3K | 0 | 0 |
2023-12-31 | BRAMSHILL INVESTMENTS, LLC | 0.02% | 6.82K | 125.75K | 0 | 0 |
2023-12-31 | MORGAN STANLEY | 6.29% | 1.83M | 33.72M | 365.24K | +24.94% |
2023-12-31 | UBS GROUP AG | 5% | 1.45M | 26.79M | 27.55K | +1.93% |
2023-12-31 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 1.53% | 445.43K | 8.38M | -18K | -3.88% |
2023-12-31 | INVESCO LTD. | 1.52% | 441.91K | 8.14M | -15.91K | -3.48% |
2023-12-31 | BANK OF AMERICA CORP /DE/ | 1.3% | 378.44K | 6.97M | -68.41K | -15.31% |
2023-12-31 | SYNOVUS FINANCIAL CORP | 0.64% | 185.18K | 3.41M | 69.87K | +60.58% |
2023-12-31 | AQR ARBITRAGE LLC | 0.53% | 152.92K | 2.82M | 38.49K | +33.64% |
2023-12-31 | THOMAS J. HERZFELD ADVISORS, INC. | 0.5% | 146.01K | 2.69M | 7.86K | +5.69% |
2023-12-31 | GREATMARK INVESTMENT PARTNERS, INC. | 0.49% | 143.38K | 2.64M | -2.15K | -1.48% |
2023-12-31 | LEXAURUM ADVISORS, LLC | 0.43% | 124.56K | 2.3M | -11.2K | -8.25% |
2023-12-31 | BAIRD FINANCIAL GROUP, INC. | 0.39% | 112.11K | 2.07M | -15.43K | -12.10% |
2023-12-31 | ENVESTNET ASSET MANAGEMENT INC | 0.37% | 107.69K | 1.98M | 38.94K | +56.63% |
2023-12-31 | ROYAL BANK OF CANADA | 0.32% | 94.23K | 1.74M | 15.69K | +19.97% |
2023-12-31 | GLAXIS CAPITAL MANAGEMENT, LLC | 0.32% | 92.42K | 1.7M | 92.42K | +100.00% |
2023-12-31 | GUGGENHEIM CAPITAL LLC | 0.32% | 91.78K | 1.69M | 11.86K | +14.84% |
2023-12-31 | LPL FINANCIAL LLC | 0.31% | 91.42K | 1.68M | 18.67K | +25.66% |