Mar 31, 2024 | SPIRE WEALTH MANAGEMENT | 0% | 0 | - | -200 | -10,000.00% |
Mar 31, 2024 | D.A. DAVIDSON & CO. | 1.54% | 127.02K | 5.4M | 3.92K | +318.03% |
Mar 31, 2024 | CHEMISTRY WEALTH MANAGEMENT LLC | 1.23% | 101.73K | 4.32M | -29.35K | -2,238.86% |
Mar 31, 2024 | HARA CAPITAL LLC | 1.05% | 87.05K | 3.7M | 12.86K | +1,732.89% |
Mar 31, 2024 | MORGAN STANLEY | 1.04% | 86.17K | 3.66M | -266 | -30.77% |
Mar 31, 2024 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 0.91% | 75.17K | 3.19M | 658 | +88.31% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.85% | 69.88K | 2.97M | 6.19K | +971.80% |
Mar 31, 2024 | FIRST TRUST ADVISORS LP | 0.75% | 61.85K | 2.63M | 3.46K | +592.95% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.61% | 50.54K | 2.15M | 2.01K | +415.01% |
Mar 31, 2024 | SHAKER FINANCIAL SERVICES, LLC | 0.4% | 32.84K | 1.4M | -16.28K | -3,315.01% |
Mar 31, 2024 | US BANCORP \DE\ | 0.3% | 24.8K | 1.05M | -78 | -31.35% |
Mar 31, 2024 | PECAUT & CO. | 0.28% | 22.94K | 974.69K | -10.61K | -3,161.93% |
Mar 31, 2024 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.26% | 21.86K | 928.75K | -1.18K | -510.14% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.24% | 19.89K | 845.25K | -179 | -89.18% |
Mar 31, 2024 | PARK AVENUE SECURITIES LLC | 0.21% | 17.58K | 747K | -242 | -135.77% |
Mar 31, 2024 | THRIVENT FINANCIAL FOR LUTHERANS | 0.19% | 15.68K | 666K | 234 | +151.48% |
Mar 31, 2024 | UBS GROUP AG | 0.17% | 14.4K | 611.77K | 14.01K | +361,082.47% |
Mar 31, 2024 | CAPITAL INVESTMENT COUNSEL, INC | 0.13% | 10.52K | 446.91K | 0 | 0 |
Mar 31, 2024 | INVESCO LTD. | 0.12% | 10.2K | 433.19K | 2.08K | +2,563.15% |
Mar 31, 2024 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.12% | 10.15K | 431.27K | -696 | -641.71% |
Mar 31, 2024 | PRIVATE ADVISOR GROUP, LLC | 0.12% | 9.81K | 416.7K | 9.81K | +10,000.00% |
Mar 31, 2024 | LPL FINANCIAL LLC | 0.1% | 8.17K | 347.06K | -590 | -673.67% |
Mar 31, 2024 | GUGGENHEIM CAPITAL LLC | 0.09% | 7.51K | 319.1K | -49 | -64.82% |
Mar 31, 2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.09% | 7.42K | 315.4K | 7.42K | +10,000.00% |
Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.09% | 7.23K | 307.23K | 467 | +690.42% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.07% | 5.91K | 250K | -309 | -496.70% |
Mar 31, 2024 | MARINER, LLC | 0.07% | 5.88K | 249.71K | 0 | 0 |
Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.07% | 5.54K | 235K | -392 | -660.71% |
Mar 31, 2024 | BELPOINTE ASSET MANAGEMENT LLC | 0.07% | 5.38K | 228.79K | 83 | +156.57% |
Mar 31, 2024 | LEO WEALTH, LLC | 0.06% | 5.19K | 220.31K | 78 | +152.73% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.06% | 4.94K | 210.05K | -386 | -724.20% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.06% | 4.77K | 202.53K | -1.63K | -2,548.07% |
Mar 31, 2024 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.05% | 3.81K | 161.84K | -2.96K | -4,375.37% |
Mar 31, 2024 | COLONIAL TRUST CO / SC | 0.03% | 2.36K | 100.32K | 47 | +203.11% |
Mar 31, 2024 | LAZARD ASSET MANAGEMENT LLC | 0.01% | 1.09K | 46K | 0 | 0 |
Mar 31, 2024 | NBC SECURITIES, INC. | 0.01% | 956 | 41K | 6 | +63.16% |
Mar 31, 2024 | CULLEN/FROST BANKERS, INC. | 0.01% | 886 | 37.65K | 0 | 0 |
Mar 31, 2024 | ENRICH FINANCIAL PARTNERS LLC | 0.01% | 630 | 26.79K | 630 | +10,000.00% |
Mar 31, 2024 | BEACON CAPITAL MANAGEMENT, LLC | 0% | 339 | 14.42K | 339 | +10,000.00% |
Mar 31, 2024 | MATHER GROUP, LLC. | 0% | 174 | 7.02K | 174 | +10,000.00% |
Mar 31, 2024 | GILLILAND JETER WEALTH MANAGEMENT LLC | 0% | 172 | 7.31K | 172 | +10,000.00% |
Mar 31, 2024 | VENTURI WEALTH MANAGEMENT, LLC | 0% | 75 | 3.19K | 0 | 0 |
Mar 31, 2024 | AQR ARBITRAGE LLC | 0% | 0 | - | -9.78K | -10,000.00% |
Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -9.32K | -10,000.00% |
Mar 31, 2024 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 0% | 0 | - | -14.96K | -10,000.00% |
Mar 31, 2024 | FRONT STREET CAPITAL MANAGEMENT, INC. | 0% | 0 | - | -3.04K | -10,000.00% |
Mar 31, 2024 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0% | 0 | - | -5.45K | -10,000.00% |
Mar 31, 2024 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0% | 0 | - | -19.99K | -10,000.00% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.42% | 34.41K | 1.46M | -1.34K | -374.24% |
Mar 31, 2024 | ANCHOR INVESTMENT MANAGEMENT, LLC | 0.33% | 27.56K | 1.17M | 78 | +28.38% |
Mar 31, 2024 | MRAZ, AMERINE & ASSOCIATES, INC. | 0.12% | 9.69K | 411.6K | -2.68K | -2,167.06% |
Mar 31, 2024 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.09% | 7.8K | 331.55K | 0 | 0 |
Dec 31, 2023 | MRAZ, AMERINE & ASSOCIATES, INC. | 0.15% | 12.37K | 499.32K | -640 | -492.04% |
Dec 31, 2023 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.13% | 10.85K | 437.91K | -250 | -225.31% |
Dec 31, 2023 | CAPITAL INVESTMENT COUNSEL, INC | 0.13% | 10.52K | 424.66K | -1.61K | -1,324.65% |
Dec 31, 2023 | AQR ARBITRAGE LLC | 0.12% | 9.78K | 394.79K | -4.47K | -3,137.76% |
Dec 31, 2023 | LPL FINANCIAL LLC | 0.11% | 8.76K | 353.6K | -1.68K | -1,605.48% |
Dec 31, 2023 | INVESCO LTD. | 0.1% | 8.12K | 327.64K | 8.12K | +10,000.00% |
Dec 31, 2023 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.09% | 7.8K | 315.05K | 7.8K | +10,000.00% |
Dec 31, 2023 | GUGGENHEIM CAPITAL LLC | 0.09% | 7.56K | 305.23K | -165 | -213.62% |
Dec 31, 2023 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.08% | 6.77K | 273.42K | -1.6K | -1,908.23% |
Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.08% | 6.76K | 268.13K | 659 | +1,079.44% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.08% | 6.4K | 258.26K | -228 | -344.15% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.08% | 6.22K | 251K | -106 | -167.54% |
Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.07% | 5.93K | 240K | 14 | +23.65% |
Dec 31, 2023 | MARINER, LLC | 0.07% | 5.88K | 237.28K | 5.88K | +10,000.00% |
Dec 31, 2023 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.07% | 5.45K | 235K | 1.7K | +4,533.33% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.06% | 5.33K | 215.18K | -987 | -1,562.45% |
Dec 31, 2023 | BELPOINTE ASSET MANAGEMENT LLC | 0.06% | 5.3K | 214.06K | 5.3K | +10,000.00% |
Dec 31, 2023 | FRONT STREET CAPITAL MANAGEMENT, INC. | 0.04% | 3.04K | 123K | 3.04K | +10,000.00% |
Dec 31, 2023 | COLONIAL TRUST CO / SC | 0.03% | 2.31K | 93.42K | 37 | +162.49% |
Dec 31, 2023 | LAZARD ASSET MANAGEMENT LLC | 0.01% | 1.09K | 43K | 0 | 0 |
Dec 31, 2023 | NBC SECURITIES, INC. | 0.01% | 950 | 38K | 9 | +95.64% |
Dec 31, 2023 | CULLEN/FROST BANKERS, INC. | 0.01% | 886 | 35.77K | 886 | +10,000.00% |
Dec 31, 2023 | UBS GROUP AG | 0% | 388 | 15.67K | -99 | -2,032.85% |
Dec 31, 2023 | SPIRE WEALTH MANAGEMENT | 0% | 200 | 7.91K | 0 | 0 |
Dec 31, 2023 | VENTURI WEALTH MANAGEMENT, LLC | 0% | 75 | 3.03K | 75 | +10,000.00% |
Dec 31, 2023 | CSS LLC/IL | 0% | 0 | - | -10.96K | -10,000.00% |
Dec 31, 2023 | SABA CAPITAL MANAGEMENT, L.P. | 0% | 0 | - | -25.14K | -10,000.00% |
Dec 31, 2023 | ELEQUIN SECURITIES, LLC | 0% | 0 | - | -102 | -10,000.00% |
Dec 31, 2023 | CARMEL CAPITAL PARTNERS, LLC | 0% | 0 | - | -100 | -10,000.00% |
Dec 31, 2023 | CHEMISTRY WEALTH MANAGEMENT LLC | 1.58% | 131.08K | 5.29M | -30.95K | -1,910.14% |
Dec 31, 2023 | D.A. DAVIDSON & CO. | 1.49% | 123.1K | 4.97M | 7.57K | +655.41% |
Dec 31, 2023 | MORGAN STANLEY | 1.04% | 86.44K | 3.49M | 1.57K | +185.12% |
Dec 31, 2023 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 0.9% | 74.51K | 3.01M | 74.51K | +10,000.00% |
Dec 31, 2023 | | 0.06% | 5.11K | 206.18K | 5.11K | +10,000.00% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.77% | 63.69K | 2.57M | 1.93K | +312.52% |
Dec 31, 2023 | FIRST TRUST ADVISORS LP | 0.71% | 58.39K | 2.36M | -5.02K | -791.72% |
Dec 31, 2023 | SHAKER FINANCIAL SERVICES, LLC | 0.59% | 49.12K | 1.98M | -7.11K | -1,263.85% |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.59% | 48.53K | 1.96M | 3.01K | +661.50% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.43% | 35.75K | 1.44M | 2.55K | +766.40% |
Dec 31, 2023 | PECAUT & CO. | 0.41% | 33.55K | 1.35M | -3.17K | -863.88% |
Dec 31, 2023 | US BANCORP \DE\ | 0.3% | 24.88K | 1M | 78 | +31.45% |
Dec 31, 2023 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.28% | 23.03K | 929.96K | -673 | -283.89% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.24% | 20.07K | 810.39K | -3.55K | -1,503.20% |
Dec 31, 2023 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.24% | 19.99K | 495K | 19.99K | +10,000.00% |
Dec 31, 2023 | PARK AVENUE SECURITIES LLC | 0.22% | 17.82K | 720K | -1.08K | -572.80% |
Dec 31, 2023 | THRIVENT FINANCIAL FOR LUTHERANS | 0.19% | 15.45K | 624K | 15.45K | +10,000.00% |
Dec 31, 2023 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 0.18% | 14.96K | 603.81K | 0 | 0 |