Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.89% | 55.22M | 2.31B | 3.19M | +6.14% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.23% | 3.21M | 134M | 56.02K | +1.78% |
Mar 31, 2024 | REGIONS FINANCIAL CORP | 0.22% | 3.13M | 130.83M | 155.43K | +5.22% |
Mar 31, 2024 | M&T BANK CORP | 0.22% | 3.08M | 128.84M | -201.52K | -6.13% |
Mar 31, 2024 | WEALTHSPIRE ADVISORS, LLC | 0.22% | 3.08M | 128.81M | 102.2K | +3.43% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.21% | 3M | 125.44M | -299.64K | -9.07% |
Mar 31, 2024 | SAND HILL GLOBAL ADVISORS, LLC | 0.21% | 2.97M | 123.92M | 60.03K | +2.07% |
Mar 31, 2024 | EP WEALTH ADVISORS, LLC | 0.21% | 2.91M | 121.6M | 258.79K | +9.76% |
Mar 31, 2024 | BALLENTINE PARTNERS, LLC | 0.2% | 2.88M | 120.45M | -21.94K | -0.76% |
Mar 31, 2024 | JANE STREET GROUP, LLC | 1.81% | 25.65M | 1.07B | 9.13M | +55.26% |
Mar 31, 2024 | FINANCIAL ENGINES ADVISORS L.L.C. | 1.52% | 21.5M | 898.23M | 1.13M | +5.57% |
Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 1.46% | 20.67M | 863.34M | -313.09K | -1.49% |
Mar 31, 2024 | SOUTH DAKOTA INVESTMENT COUNCIL | 0.97% | 13.7M | 572.16M | -235.65K | -1.69% |
Mar 31, 2024 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.92% | 12.98M | 542M | -2.57M | -16.51% |
Mar 31, 2024 | MORGAN STANLEY | 3.18% | 45.04M | 1.88B | -663.38K | -1.45% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 1.12% | 15.86M | 662.58M | -433.27K | -2.66% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.87% | 12.35M | 515.79M | 995.03K | +8.76% |
Mar 31, 2024 | SEI INVESTMENTS CO | 0.86% | 12.16M | 507.75M | 2.7M | +28.62% |
Mar 31, 2024 | JONES FINANCIAL COMPANIES LLLP | 0.85% | 12.01M | 501.62M | 405.88K | +3.50% |
Mar 31, 2024 | MARINER, LLC | 0.82% | 11.61M | 484.94M | 1.53M | +15.13% |
Mar 31, 2024 | LPL FINANCIAL LLC | 0.82% | 11.56M | 482.8M | 1.13M | +10.85% |
Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.77% | 10.99M | 458.88M | -3.62M | -24.77% |
Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.76% | 10.76M | 449.25M | -446.87K | -3.99% |
Mar 31, 2024 | TIAA TRUST, NATIONAL ASSOCIATION | 0.66% | 9.3M | 388.53M | 432.98K | +4.88% |
Mar 31, 2024 | US BANCORP \DE\ | 0.62% | 8.8M | 367.78M | 129.77K | +1.50% |
Mar 31, 2024 | MERCER GLOBAL ADVISORS INC /ADV | 0.55% | 7.83M | 329.01M | 1.16M | +17.37% |
Mar 31, 2024 | MATHER GROUP, LLC. | 0.54% | 7.65M | 314.58M | -23.45K | -0.31% |
Mar 31, 2024 | CI PRIVATE WEALTH, LLC | 0.51% | 7.26M | 303.21M | 855.89K | +13.37% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.48% | 6.83M | 285.44M | 6.83M | +100.00% |
Mar 31, 2024 | ALASKA PERMANENT FUND CORP | 0.48% | 6.8M | 284.06M | -120.03K | -1.73% |
Mar 31, 2024 | MILLBURN RIDGEFIELD CORP | 0.48% | 6.74M | 281.69M | 740.98K | +12.34% |
Mar 31, 2024 | CATALYST CAPITAL ADVISORS LLC | 0.48% | 6.74M | 281.69M | 740.98K | +12.34% |
Mar 31, 2024 | CITIGROUP INC | 0.45% | 6.35M | 265.17M | 695.48K | +12.30% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.42% | 6.01M | 249.99M | 771.88K | +14.74% |
Mar 31, 2024 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.39% | 5.56M | 232.31M | 234.13K | +4.39% |
Mar 31, 2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.39% | 5.53M | 230.98M | -1.9M | -25.54% |
Mar 31, 2024 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.39% | 5.47M | 228.36M | 364.89K | +7.15% |
Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.36% | 5.12M | 214.02M | -30.51K | -0.59% |
Mar 31, 2024 | BANK OF MONTREAL /CAN/ | 0.35% | 4.92M | 204.76M | 1.62M | +49.32% |
Mar 31, 2024 | BRIDGEWATER ASSOCIATES, LP | 0.34% | 4.83M | 201.61M | -545.29K | -10.15% |
Mar 31, 2024 | SUMITOMO LIFE INSURANCE CO | 0.3% | 4.21M | 175.94M | 3.04M | +258.00% |
Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.3% | 4.19M | 174.88M | 44.13K | +1.07% |
Mar 31, 2024 | VALMARK ADVISERS, INC. | 0.28% | 3.92M | 163.87M | -58.59K | -1.47% |
Mar 31, 2024 | SCS CAPITAL MANAGEMENT LLC | 0.26% | 3.67M | 153.37M | 95.17K | +2.66% |
Mar 31, 2024 | CIBC PRIVATE WEALTH GROUP, LLC | 0.25% | 3.6M | 151.13M | -8.66K | -0.24% |
Mar 31, 2024 | SIGNATUREFD, LLC | 0.25% | 3.52M | 146.96M | 105.42K | +3.09% |
Mar 31, 2024 | BAIRD FINANCIAL GROUP, INC. | 0.25% | 3.51M | 146.47M | -113.28K | -3.13% |
Mar 31, 2024 | UBS GROUP AG | 1.23% | 17.46M | 729.3M | 212.01K | +1.23% |
Mar 31, 2024 | WEALTHNAVI INC. | 1.18% | 16.7M | 697.59M | 974.51K | +6.20% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 6.61% | 93.67M | 3.91B | 4.72M | +5.31% |
Mar 31, 2024 | VANGUARD GROUP INC | 4.25% | 60.3M | 2.52B | 1.87M | +3.19% |
Mar 31, 2024 | WEALTHFRONT ADVISERS LLC | 2.92% | 41.45M | 1.73B | 602.48K | +1.48% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 2.91% | 41.3M | 1.73B | -567.84K | -1.36% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 2.85% | 40.46M | 1.69B | 3.11M | +8.33% |
Mar 31, 2024 | EMPOWER ADVISORY GROUP, LLC | 2.16% | 30.64M | 1.28B | 2.21M | +7.77% |
Mar 31, 2024 | NORTHERN TRUST CORP | 1.68% | 23.78M | 993.08M | 1.58M | +7.14% |
Mar 31, 2024 | CREATIVE PLANNING | 1.52% | 21.62M | 903.18M | -1.52M | -6.57% |
Mar 31, 2024 | BETTERMENT LLC | 4.5% | 63.82M | 2.67B | -16.98M | -21.01% |
Mar 31, 2024 | KEYBANK NATIONAL ASSOCIATION/OH | 0.23% | 3.21M | 134.28M | -753.51K | -18.99% |
Dec 31, 2023 | BETTERMENT LLC | 5.7% | 80.8M | 3.32B | 3.14M | +4.05% |
Dec 31, 2023 | VANGUARD GROUP INC | 4.12% | 58.43M | 2.4B | -2.17M | -3.59% |
Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.67% | 52.03M | 2.14B | 2.08M | +4.16% |
Dec 31, 2023 | MORGAN STANLEY | 3.22% | 45.71M | 1.88B | -3.93M | -7.92% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 2.95% | 41.87M | 1.72B | -1.76M | -4.03% |
Dec 31, 2023 | WEALTHFRONT ADVISERS LLC | 2.88% | 40.85M | 1.68B | 1.17M | +2.94% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 2.63% | 37.35M | 1.54B | 1.33M | +3.71% |
Dec 31, 2023 | EMPOWER ADVISORY GROUP, LLC | 2% | 28.43M | 1.17B | 443.69K | +1.59% |
Dec 31, 2023 | CREATIVE PLANNING | 1.63% | 23.14M | 951.15M | 244.93K | +1.07% |
Dec 31, 2023 | NORTHERN TRUST CORP | 1.56% | 22.19M | 912.02M | 50.72K | +0.23% |
Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 1.48% | 20.98M | 862.36M | -646.26K | -2.99% |
Dec 31, 2023 | FINANCIAL ENGINES ADVISORS L.L.C. | 1.44% | 20.37M | 837.18M | 1.06M | +5.47% |
Dec 31, 2023 | UBS GROUP AG | 1.22% | 17.25M | 708.88M | -639.36K | -3.57% |
Dec 31, 2023 | JANE STREET GROUP, LLC | 1.17% | 16.52M | 679.11M | 6.24M | +60.68% |
Dec 31, 2023 | JPMORGAN CHASE & CO | 1.15% | 16.3M | 669.76M | 4.36M | +36.57% |
Dec 31, 2023 | WEALTHNAVI INC. | 1.11% | 15.73M | 646.35M | 836.19K | +5.62% |
Dec 31, 2023 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.1% | 15.54M | 638.74M | -391.63K | -2.46% |
Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 1.03% | 14.6M | 600.17M | -899.47K | -5.80% |
Dec 31, 2023 | SOUTH DAKOTA INVESTMENT COUNCIL | 0.98% | 13.93M | 572.66M | 0 | 0 |
Dec 31, 2023 | JONES FINANCIAL COMPANIES LLLP | 0.82% | 11.6M | 476.9M | 164.72K | +1.44% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.8% | 11.35M | 466.63M | -137.92K | -1.20% |
Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.79% | 11.2M | 460.41M | -265.49K | -2.32% |
Dec 31, 2023 | LPL FINANCIAL LLC | 0.74% | 10.43M | 428.54M | 156.25K | +1.52% |
Dec 31, 2023 | MARINER, LLC | 0.71% | 10.08M | 414.44M | 283.3K | +2.89% |
Dec 31, 2023 | SEI INVESTMENTS CO | 0.67% | 9.45M | 388.43M | -10.77K | -0.11% |
Dec 31, 2023 | OLD MISSION CAPITAL LLC | 0.65% | 9.19M | 377.84M | 6.39M | +228.53% |
Dec 31, 2023 | | 0.36% | 5.1M | 209.7M | 149.48K | +3.02% |
Dec 31, 2023 | US BANCORP \DE\ | 0.61% | 8.68M | 356.55M | 358.38K | +4.31% |
Dec 31, 2023 | MATHER GROUP, LLC. | 0.54% | 7.68M | 315.55M | 520.59K | +7.27% |
Dec 31, 2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.52% | 7.43M | 305.22M | -547.97K | -6.87% |
Dec 31, 2023 | ALASKA PERMANENT FUND CORP | 0.49% | 6.92M | 284.44M | -76.94K | -1.10% |
Dec 31, 2023 | MERCER GLOBAL ADVISORS INC /ADV | 0.47% | 6.67M | 274.2M | 916.64K | +15.93% |
Dec 31, 2023 | CI PRIVATE WEALTH, LLC | 0.45% | 6.4M | 263.17M | 2.55M | +65.99% |
Dec 31, 2023 | RATIONAL ADVISORS LLC | 0.42% | 6M | 246.72M | 6M | +100.00% |
Dec 31, 2023 | MILLBURN RIDGEFIELD CORP | 0.42% | 6M | 246.72M | 70.55K | +1.19% |
Dec 31, 2023 | CATALYST CAPITAL ADVISORS LLC | 0.42% | 6M | 246.72M | 70.55K | +1.19% |
Dec 31, 2023 | CITIGROUP INC | 0.4% | 5.65M | 232.33M | -872.09K | -13.37% |
Dec 31, 2023 | BRIDGEWATER ASSOCIATES, LP | 0.38% | 5.37M | 220.79M | -599.74K | -10.04% |
Dec 31, 2023 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.38% | 5.33M | 218.97M | -25.16K | -0.47% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.37% | 5.24M | 215.34M | 807.14K | +18.22% |
Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.36% | 5.15M | 211.74M | 276.56K | +5.67% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.35% | 4.96M | 204.03M | -2.04M | -29.12% |
Dec 31, 2023 | CERITY PARTNERS LLC | 0.31% | 4.41M | 109.37M | 2.23M | +102.49% |
Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.29% | 4.14M | 170.26M | 133.91K | +3.34% |
Dec 31, 2023 | MORNINGSTAR INVESTMENT SERVICES LLC | 0.29% | 4.08M | 167.39M | 2.04M | +100.18% |
Dec 31, 2023 | VALMARK ADVISERS, INC. | 0.28% | 3.98M | 163.65M | 101.58K | +2.62% |
Dec 31, 2023 | KEYBANK NATIONAL ASSOCIATION/OH | 0.28% | 3.97M | 163.09B | -1.51M | -27.57% |
Dec 31, 2023 | BAIRD FINANCIAL GROUP, INC. | 0.26% | 3.62M | 148.77M | -44.23K | -1.21% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 6.27% | 88.95M | 3.66B | 4.34M | +5.13% |