Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 17.21% | 21.87M | 1.86B | 7.18M | +48.90% |
Mar 31, 2024 | INDEPENDENT ORDER OF FORESTERS | 0.07% | 84.36K | 7.18M | -7.68K | -8.34% |
Mar 31, 2024 | NORTHERN TRUST CORP | 0.06% | 81.34K | 6.92M | -19.06K | -18.98% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.06% | 80.26K | 6.83M | 80.26K | +100.00% |
Mar 31, 2024 | NUVEEN ASSET MANAGEMENT, LLC | 0.06% | 79.03K | 6.72M | -2.56K | -3.14% |
Mar 31, 2024 | JONES FINANCIAL COMPANIES LLLP | 1.53% | 1.74M | 148.12M | 33.36K | +1.95% |
Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 1.15% | 1.46M | 124.14M | 259.81K | +21.66% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 1.04% | 1.32M | 112.63M | -223.59K | -14.45% |
Mar 31, 2024 | MACQUARIE GROUP LTD | 1.02% | 1.3M | 110.29M | -112.87K | -8.01% |
Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.87% | 1.11M | 94.47M | -498.3K | -30.97% |
Mar 31, 2024 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.61% | 693.82K | 59.02M | 56.27K | +8.83% |
Mar 31, 2024 | VENTURI WEALTH MANAGEMENT, LLC | 0.58% | 661.2K | 56.24M | 6.78K | +1.04% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.57% | 730.28K | 62.12M | 83.6K | +12.93% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.57% | 726.32K | 61.78M | 234.68K | +47.73% |
Mar 31, 2024 | FIRST CITIZENS BANK & TRUST CO | 0.53% | 603.23K | 51.31M | 60.13K | +11.07% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.53% | 672.35K | 57.17M | 57.04K | +9.27% |
Mar 31, 2024 | FRANKLIN RESOURCES INC | 0.49% | 560.5K | 47.68M | -35.76K | -6.00% |
Mar 31, 2024 | LPL FINANCIAL LLC | 0.46% | 590.71K | 50.25M | -18.88K | -3.10% |
Mar 31, 2024 | EVOKE WEALTH, LLC | 0.46% | 517.8K | 44.04M | 24.17K | +4.90% |
Mar 31, 2024 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 0.4% | 455.22K | 38.72M | 97.39K | +27.22% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.35% | 439.18K | 37.36M | -44.67K | -9.23% |
Mar 31, 2024 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 0.3% | 340.11K | 28.93M | 101.49K | +42.53% |
Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.3% | 375.52K | 31.94M | -34.07K | -8.32% |
Mar 31, 2024 | CSM ADVISORS, LLC | 0.29% | 334.54K | 28.46M | 63.55K | +23.45% |
Mar 31, 2024 | LIDO ADVISORS, LLC | 0.29% | 334.09K | 28.42M | -26.59K | -7.37% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.23% | 296.09K | 25.19M | 39.76K | +15.51% |
Mar 31, 2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.2% | 232.63K | 19.79M | 81.31K | +53.73% |
Mar 31, 2024 | AE WEALTH MANAGEMENT LLC | 0.2% | 229.79K | 19.55M | -265K | -53.56% |
Mar 31, 2024 | CERITY PARTNERS LLC | 0.2% | 222.24K | 18.9M | 37.14K | +20.06% |
Mar 31, 2024 | LITMAN GREGORY WEALTH MANAGEMENT LLC | 0.19% | 212.92K | 18.11M | -586 | -0.27% |
Mar 31, 2024 | SCHRODER INVESTMENT MANAGEMENT GROUP | 0.18% | 204.95K | 17.37M | 27.73K | +15.65% |
Mar 31, 2024 | FOSTER GROUP, INC. | 0.18% | 204.24K | 17.37M | 9.11K | +4.67% |
Mar 31, 2024 | TRUIST FINANCIAL CORP | 0.18% | 203.47K | 17.31M | 13.16K | +6.91% |
Mar 31, 2024 | S. R. SCHILL & ASSOCIATES | 0.16% | 184.54K | 15.7M | -6.58K | -3.44% |
Mar 31, 2024 | CIBC WORLD MARKET INC. | 0.16% | 180.39K | 15.34M | 69.22K | +62.26% |
Mar 31, 2024 | CITIGROUP INC | 0.16% | 199.71K | 17M | 199.71K | +100.00% |
Mar 31, 2024 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 0.14% | 154.86K | 13.17M | -179.97K | -53.75% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.13% | 169.42K | 14.41M | -3.87K | -2.23% |
Mar 31, 2024 | WAVERLY ADVISORS, LLC | 0.13% | 146.07K | 12.42M | -1.46K | -0.99% |
Mar 31, 2024 | GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC | 0.12% | 140.54K | 11.95M | -39.39K | -21.89% |
Mar 31, 2024 | LVW ADVISORS, LLC | 0.12% | 139.2K | 11.84M | 170 | +0.12% |
Mar 31, 2024 | ATRIA WEALTH SOLUTIONS, INC. | 0.12% | 137.59K | 11.7M | 5.06K | +3.82% |
Mar 31, 2024 | MARINER, LLC | 0.12% | 137.5K | 11.7M | 6.15K | +4.68% |
Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.11% | 140.96K | 11.99M | 4.03K | +2.94% |
Mar 31, 2024 | PATHSTONE HOLDINGS, LLC | 0.11% | 121.71K | 10.35M | 28.49K | +30.56% |
Mar 31, 2024 | CADENT CAPITAL ADVISORS, LLC | 0.1% | 116.98K | 9.95M | 116.98K | +100.00% |
Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.1% | 123.8K | 10.53M | -28.65K | -18.79% |
Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.15% | 175.87K | 14.96M | 91.75K | +109.08% |
Mar 31, 2024 | LBMC INVESTMENT ADVISORS, LLC | 0.14% | 154.95K | 13.18M | 76 | +0.05% |
Mar 31, 2024 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 5.64% | 6.41M | 449.17M | 2.14M | +50.04% |
Mar 31, 2024 | MORGAN STANLEY | 5.28% | 6.7M | 570.23M | 9.36K | +0.14% |
Mar 31, 2024 | MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 4.58% | 5.21M | 443.38M | 5.21M | +100.00% |
Mar 31, 2024 | NATIXIS ADVISORS, L.P. | 3.17% | 3.6M | 306.33M | 551.6K | +18.09% |
Mar 31, 2024 | UBS GROUP AG | 1.33% | 1.69M | 144.09M | 160.63K | +10.48% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.09% | 118.67K | 10.09M | -9.53K | -7.44% |
Mar 31, 2024 | MOODY NATIONAL BANK TRUST DIVISION | 0.08% | 103.53K | 8.81M | -95 | -0.09% |
Mar 31, 2024 | AUSTIN PRIVATE WEALTH, LLC | 0.08% | 100.26K | 8.34M | -2.29K | -2.23% |
Mar 31, 2024 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 0.08% | 100K | 8.51M | -10K | -9.09% |
Mar 31, 2024 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 0.07% | 94.76K | 8.06M | 5.72K | +6.42% |
Mar 31, 2024 | SIGFIG WEALTH MANAGEMENT, LLC | 0.07% | 89.06K | 7.58M | -35.76K | -28.65% |
Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0.07% | 87.07K | 7.41M | -155 | -0.18% |
Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.07% | 85.52K | 7.27M | 1.61K | +1.92% |
Dec 31, 2023 | MORGAN STANLEY | 6.54% | 6.69M | 542.92M | 9.05K | +0.14% |
Dec 31, 2023 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 4.17% | 4.27M | 346.44M | -2.88M | -40.29% |
Dec 31, 2023 | NATIXIS ADVISORS, L.P. | 2.98% | 3.05M | 247.33M | 208.48K | +7.34% |
Dec 31, 2023 | JONES FINANCIAL COMPANIES LLLP | 1.67% | 1.71M | 138.52M | 266.19K | +18.46% |
Dec 31, 2023 | STIFEL FINANCIAL CORP | 1.57% | 1.61M | 130.49M | 69.53K | +4.52% |
Dec 31, 2023 | JPMORGAN CHASE & CO | 1.51% | 1.55M | 125.52M | 876.89K | +130.72% |
Dec 31, 2023 | UBS GROUP AG | 1.5% | 1.53M | 124.36M | 218.28K | +16.60% |
Dec 31, 2023 | MACQUARIE GROUP LTD | 1.38% | 1.41M | 114.31M | 14.03K | +1.01% |
Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 1.17% | 1.2M | 97.29M | -107.35K | -8.21% |
Dec 31, 2023 | VENTURI WEALTH MANAGEMENT, LLC | 0.64% | 654.43K | 53.07M | -22.6K | -3.34% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.63% | 646.68K | 52.45M | 28.2K | +4.56% |
Dec 31, 2023 | | 0.15% | 154.59K | 12.54M | -14.91K | -8.80% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.6% | 615.32K | 49.91M | 99.64K | +19.32% |
Dec 31, 2023 | LPL FINANCIAL LLC | 0.6% | 609.59K | 49.44M | 45.23K | +8.02% |
Dec 31, 2023 | FRANKLIN RESOURCES INC | 0.58% | 596.27K | 48.36M | 6.69K | +1.13% |
Dec 31, 2023 | FIRST CITIZENS BANK & TRUST CO | 0.53% | 543.1K | 44.05M | 49.76K | +10.09% |
Dec 31, 2023 | AE WEALTH MANAGEMENT LLC | 0.48% | 494.79K | 39.17M | -102.33K | -17.14% |
Dec 31, 2023 | EVOKE WEALTH, LLC | 0.48% | 493.63K | 40.03M | -30.34K | -5.79% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.48% | 491.64K | 39.87M | 160.56K | +48.49% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.47% | 483.85K | 39.24M | -64.17K | -11.71% |
Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.4% | 409.59K | 33.22M | 27.76K | +7.27% |
Dec 31, 2023 | LIDO ADVISORS, LLC | 0.35% | 360.68K | 29.25M | -72.61K | -16.76% |
Dec 31, 2023 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 0.35% | 357.83K | 29.02M | 939 | +0.26% |
Dec 31, 2023 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 0.33% | 334.84K | 27.16M | 1.33K | +0.40% |
Dec 31, 2023 | CSM ADVISORS, LLC | 0.26% | 270.99K | 21.98M | 1.21K | +0.45% |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.25% | 256.33K | 20.79M | -5.06K | -1.94% |
Dec 31, 2023 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 0.23% | 238.62K | 19.35M | 0 | 0 |
Dec 31, 2023 | HRT FINANCIAL LP | 0.21% | 216.96K | 17.6M | 216.96K | +100.00% |
Dec 31, 2023 | LITMAN GREGORY WEALTH MANAGEMENT LLC | 0.21% | 213.5K | 17.32M | -1.52K | -0.70% |
Dec 31, 2023 | FOSTER GROUP, INC. | 0.19% | 195.13K | 13.94M | 0 | 0 |
Dec 31, 2023 | S. R. SCHILL & ASSOCIATES | 0.19% | 191.13K | 15.5M | 800 | +0.42% |
Dec 31, 2023 | TRUIST FINANCIAL CORP | 0.19% | 190.32K | 15.43M | 6.48K | +3.52% |
Dec 31, 2023 | CERITY PARTNERS LLC | 0.18% | 185.1K | 15.01M | 82.55K | +80.50% |
Dec 31, 2023 | GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC | 0.18% | 179.92K | 14.59M | -22.18K | -10.98% |
Dec 31, 2023 | SCHRODER INVESTMENT MANAGEMENT GROUP | 0.17% | 177.22K | 14.37M | 41.1K | +30.19% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.17% | 173.29K | 14.05M | 59.59K | +52.41% |
Dec 31, 2023 | LBMC INVESTMENT ADVISORS, LLC | 0.15% | 154.87K | 12.56M | 10.03K | +6.92% |
Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.15% | 152.44K | 12.36M | 46.78K | +44.27% |
Dec 31, 2023 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.15% | 151.32K | 12.27M | 34.37K | +29.39% |
Dec 31, 2023 | WAVERLY ADVISORS, LLC | 0.14% | 147.53K | 11.96M | 1.7K | +1.17% |
Dec 31, 2023 | LVW ADVISORS, LLC | 0.14% | 139.03K | 11.28M | 19.73K | +16.54% |
Dec 31, 2023 | FIRST CITIZENS ASSET MANAGEMENT, INC. | 0.13% | 137.82K | 9.37M | 79.6K | +136.70% |
Dec 31, 2023 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.13% | 137.79K | 1.7M | 137.36K | +32,018.65% |
Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.13% | 136.94K | 11.11M | 7.95K | +6.17% |
Dec 31, 2023 | ATRIA WEALTH SOLUTIONS, INC. | 0.13% | 132.54K | 10.75M | -5.55K | -4.02% |
Dec 31, 2023 | MARINER, LLC | 0.13% | 131.35K | 10.65M | 1.61K | +1.24% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.13% | 128.21K | 10.39M | -29.24K | -18.57% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 14.34% | 14.69M | 1.19B | 1.37M | +10.28% |