Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 9.51% | 29.7M | 2.57B | -509.25K | -1.69% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 0.14% | 436.22K | 37.81M | 153.37K | +54.23% |
Mar 31, 2024 | CITIZENS & NORTHERN CORP | 0.13% | 405.93K | 35.18M | -28.52K | -6.56% |
Mar 31, 2024 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.13% | 398.4K | 34.53M | 34.08K | +9.36% |
Mar 31, 2024 | FIRST NATIONAL TRUST CO | 0.12% | 389.96K | 33.8M | 52.86K | +15.68% |
Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0.12% | 384.66K | 33.34M | 13.17K | +3.55% |
Mar 31, 2024 | ALLIANCEBERNSTEIN L.P. | 0.11% | 336.14K | 29.13M | -2.5K | -0.74% |
Mar 31, 2024 | FIFTH THIRD BANCORP | 0.11% | 333.74K | 28.93M | 58.81K | +21.39% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 3.62% | 11.3M | 979.55M | 409.21K | +3.76% |
Mar 31, 2024 | MORGAN STANLEY | 1.86% | 5.8M | 502.33M | 696.4K | +13.66% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 1.04% | 3.23M | 280.19M | -188.45K | -5.51% |
Mar 31, 2024 | TRUIST FINANCIAL CORP | 0.7% | 2M | 173.01M | 447.78K | +28.92% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.65% | 1.87M | 162.37M | 1.87M | +100.00% |
Mar 31, 2024 | TIAA TRUST, NATIONAL ASSOCIATION | 1.56% | 4.46M | 386.52M | 185.64K | +4.34% |
Mar 31, 2024 | LPL FINANCIAL LLC | 1.47% | 4.6M | 398.34M | -532.52K | -10.38% |
Mar 31, 2024 | CITIGROUP INC | 1.43% | 4.45M | 386.29M | -163.75K | -3.55% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 1.24% | 3.86M | 334.37M | 15.92K | +0.41% |
Mar 31, 2024 | SEQUOIA FINANCIAL ADVISORS, LLC | 1.14% | 3.27M | 283.84M | -15.99K | -0.49% |
Mar 31, 2024 | EQUITABLE HOLDINGS, INC. | 1.14% | 3.27M | 283.71M | 185 | +0.01% |
Mar 31, 2024 | UBS GROUP AG | 1.06% | 3.31M | 287.07M | 173.7K | +5.53% |
Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.61% | 1.91M | 165.21M | -82.86K | -4.17% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.46% | 1.44M | 124.87M | -27.13K | -1.85% |
Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.46% | 1.44M | 124.49M | 33.16K | +2.36% |
Mar 31, 2024 | WEALTHQUEST CORP | 0.46% | 1.31M | 113.25M | -57.48K | -4.21% |
Mar 31, 2024 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.43% | 1.24M | 107.59M | 22.08K | +1.81% |
Mar 31, 2024 | QUENT CAPITAL, LLC | 0.42% | 1.2M | 103.58M | 85.95K | +7.75% |
Mar 31, 2024 | ASSETMARK, INC | 0.25% | 729.22K | 63.2M | 38.34K | +5.55% |
Mar 31, 2024 | COMERICA BANK | 0.25% | 775.15K | 67.18M | -19.7K | -2.48% |
Mar 31, 2024 | WESTHILL FINANCIAL ADVISORS, INC. | 0.24% | 678.44K | 58.8M | -19.25K | -2.76% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.24% | 734.52K | 63.66M | 94K | +14.68% |
Mar 31, 2024 | CRESTONE ASSET MANAGEMENT LLC | 0.23% | 660.79K | 57.27M | 16.9K | +2.62% |
Mar 31, 2024 | GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC | 0.22% | 629.2K | 54.53M | 26.34K | +4.37% |
Mar 31, 2024 | AARON WEALTH ADVISORS LLC | 0.22% | 615.63K | 53.36M | 12.81K | +2.12% |
Mar 31, 2024 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.21% | 595.15K | 51.58M | 2.41K | +0.41% |
Mar 31, 2024 | NADLER FINANCIAL GROUP, INC. | 0.2% | 582.27K | 50.46M | -8.81K | -1.49% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.19% | 588.2K | 50.98M | 21.14K | +3.73% |
Mar 31, 2024 | WALDRON PRIVATE WEALTH LLC | 0.19% | 531.56K | 46.07M | -35.4K | -6.24% |
Mar 31, 2024 | HALLMARK CAPITAL MANAGEMENT INC | 0.18% | 504.56K | 43.73M | -49.04K | -8.86% |
Mar 31, 2024 | CAROLINAS WEALTH CONSULTING LLC | 0.18% | 501.37K | 40.38M | 40.23K | +8.72% |
Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.17% | 481.3K | 41.71M | 358.21K | +291.04% |
Mar 31, 2024 | SNOWDEN CAPITAL ADVISORS LLC | 0.16% | 451.48K | 39.13M | 451.48K | +100.00% |
Mar 31, 2024 | BEACON POINTE ADVISORS, LLC | 0.16% | 449.98K | 39M | 33.66K | +8.09% |
Mar 31, 2024 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 0.15% | 440.2K | 38.15M | 24.79K | +5.97% |
Mar 31, 2024 | ONE CAPITAL MANAGEMENT, LLC | 0.15% | 439.01K | 38.05M | -3.03K | -0.69% |
Mar 31, 2024 | CI PRIVATE WEALTH, LLC | 0.15% | 438.8K | 38.03M | -6.62K | -1.49% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.15% | 467.44K | 40.52M | 216.79K | +86.49% |
Mar 31, 2024 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.14% | 409.04K | 35.45M | 9.33K | +2.33% |
Mar 31, 2024 | AVANTAX ADVISORY SERVICES, INC. | 3.76% | 10.77M | 933.04M | 60.37K | +0.56% |
Mar 31, 2024 | MODERA WEALTH MANAGEMENT, LLC | 0.16% | 469.27K | 40.67M | 47 | +0.01% |
Mar 31, 2024 | LVW ADVISORS, LLC | 0.16% | 462.12K | 40.05M | -51.2K | -9.97% |
Mar 31, 2024 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC | 0.16% | 457.36K | 39.64M | -1.82K | -0.40% |
Mar 31, 2024 | PRUDENTIAL FINANCIAL INC | 0.4% | 1.16M | 100.32M | 373.3K | +47.61% |
Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.34% | 1.06M | 91.59M | -19.33K | -1.80% |
Mar 31, 2024 | BANK OF MONTREAL /CAN/ | 0.28% | 805.25K | 70.24M | 792.26K | +6,099.97% |
Mar 31, 2024 | FIRST HAWAIIAN BANK | 0.28% | 788.08K | 68.3M | -46.96K | -5.62% |
Mar 31, 2024 | APOLLON WEALTH MANAGEMENT, LLC | 0.26% | 732.75K | 63.51M | 71.89K | +10.88% |
Mar 31, 2024 | LPWM LLC | 0.23% | 659.51K | 56.46M | 4.66K | +0.71% |
Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.14% | 439.82K | 38.12M | -45.12K | -9.30% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 3.84% | 10.89M | 850.05M | 7.92M | +265.83% |
Dec 31, 2023 | AVANTAX ADVISORY SERVICES, INC. | 3.77% | 10.71M | 835.21M | 43.96K | +0.41% |
Dec 31, 2023 | LPL FINANCIAL LLC | 1.81% | 5.13M | 400.13M | 205.28K | +4.17% |
Dec 31, 2023 | MORGAN STANLEY | 1.8% | 5.1M | 397.86M | 326.23K | +6.83% |
Dec 31, 2023 | CITIGROUP INC | 1.63% | 4.62M | 360.35M | -133.08K | -2.80% |
Dec 31, 2023 | | 1.51% | 4.27M | 333.46M | 57.38K | +1.36% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 1.35% | 3.84M | 299.76M | -39.85K | -1.03% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 1.21% | 3.42M | 266.93M | 166.1K | +5.10% |
Dec 31, 2023 | SEQUOIA FINANCIAL ADVISORS, LLC | 1.16% | 3.29M | 256.76M | 215.71K | +7.01% |
Dec 31, 2023 | EQUITABLE HOLDINGS, INC. | 1.15% | 3.27M | 255.38M | 99.02K | +3.12% |
Dec 31, 2023 | UBS GROUP AG | 1.11% | 3.14M | 244.87M | 56.96K | +1.85% |
Dec 31, 2023 | SAGEVIEW ADVISORY GROUP, LLC | 0.81% | 2.31M | 188.59M | 394.31K | +20.58% |
Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.7% | 1.99M | 155.19M | 2.48K | +0.12% |
Dec 31, 2023 | TRUIST FINANCIAL CORP | 0.55% | 1.55M | 120.8M | -79.48K | -4.88% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.52% | 1.47M | 114.53M | 18.34K | +1.27% |
Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.49% | 1.4M | 109.48M | 77.44K | +5.84% |
Dec 31, 2023 | WEALTHQUEST CORP | 0.48% | 1.36M | 106.43M | -17.58K | -1.27% |
Dec 31, 2023 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.43% | 1.22M | 95.13M | 38.02K | +3.22% |
Dec 31, 2023 | QUENT CAPITAL, LLC | 0.39% | 1.11M | 86.54M | 11.42K | +1.04% |
Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.38% | 1.08M | 83.96M | 24.92K | +2.37% |
Dec 31, 2023 | FIRST HAWAIIAN BANK | 0.29% | 835.04K | 65.15M | 0 | 0 |
Dec 31, 2023 | COMERICA BANK | 0.28% | 794.84K | 62.01M | -9.82K | -1.22% |
Dec 31, 2023 | PRUDENTIAL FINANCIAL INC | 0.28% | 784.15K | 61.18M | 207.06K | +35.88% |
Dec 31, 2023 | WESTHILL FINANCIAL ADVISORS, INC. | 0.25% | 697.69K | 54.43M | -1.26K | -0.18% |
Dec 31, 2023 | ASSETMARK, INC | 0.24% | 690.89K | 53.9M | -16.44K | -2.32% |
Dec 31, 2023 | APOLLON WEALTH MANAGEMENT, LLC | 0.23% | 660.86K | 51.56M | 159.4K | +31.79% |
Dec 31, 2023 | LPWM LLC | 0.23% | 654.85K | 49.68M | 20.74K | +3.27% |
Dec 31, 2023 | CRESTONE ASSET MANAGEMENT LLC | 0.23% | 643.89K | 50.24M | -46.31K | -6.71% |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.23% | 640.52K | 49.97M | 70.51K | +12.37% |
Dec 31, 2023 | GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC | 0.21% | 602.86K | 47.04M | -40.14K | -6.24% |
Dec 31, 2023 | AARON WEALTH ADVISORS LLC | 0.21% | 602.82K | 47.03M | 6.85K | +1.15% |
Dec 31, 2023 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.21% | 592.75K | 46.25M | -61 | -0.01% |
Dec 31, 2023 | NADLER FINANCIAL GROUP, INC. | 0.21% | 591.08K | 46.12M | -16.6K | -2.73% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.2% | 567.06K | 44.24M | 21.52K | +3.95% |
Dec 31, 2023 | WALDRON PRIVATE WEALTH LLC | 0.2% | 566.96K | 44.23M | -7.68K | -1.34% |
Dec 31, 2023 | HALLMARK CAPITAL MANAGEMENT INC | 0.2% | 553.6K | 43.19M | 44.23K | +8.68% |
Dec 31, 2023 | LVW ADVISORS, LLC | 0.18% | 513.32K | 40.05M | 9.24K | +1.83% |
Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.17% | 484.94K | 37.84M | -2 | 0.00% |
Dec 31, 2023 | MODERA WEALTH MANAGEMENT, LLC | 0.17% | 469.23K | 36.61M | 462 | +0.10% |
Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 0.16% | 467.87K | 36.5M | 55.12K | +13.35% |
Dec 31, 2023 | CAROLINAS WEALTH CONSULTING LLC | 0.16% | 461.15K | 35.98M | 2.79K | +0.61% |
Dec 31, 2023 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC | 0.16% | 459.18K | 35.83M | 12.68K | +2.84% |
Dec 31, 2023 | CI PRIVATE WEALTH, LLC | 0.16% | 445.42K | 34.75M | 76.84K | +20.85% |
Dec 31, 2023 | ONE CAPITAL MANAGEMENT, LLC | 0.16% | 442.04K | 34.49M | -47.12K | -9.63% |
Dec 31, 2023 | CITIZENS & NORTHERN CORP | 0.15% | 434.45K | 33.9M | -19.32K | -4.26% |
Dec 31, 2023 | CAPTRUST FINANCIAL ADVISORS | 0.15% | 423.8K | 33.06M | 57.91K | +15.83% |
Dec 31, 2023 | BEACON POINTE ADVISORS, LLC | 0.15% | 416.32K | 32.48M | -41.14K | -8.99% |
Dec 31, 2023 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 0.15% | 415.41K | 32.41M | 60.51K | +17.05% |
Dec 31, 2023 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.14% | 399.71K | 31.19M | 8.71K | +2.23% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 10.64% | 30.21M | 2.36B | 683.72K | +2.32% |