Mar 31, 2024 | JOHNSON INVESTMENT COUNSEL INC | 0.82% | 1.77K | 1.49M | 0 | 0 |
Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.13% | 343 | 288K | 0 | 0 |
Mar 31, 2024 | ADVISORY SERVICES NETWORK, LLC | 0.12% | 270 | 227.73K | 0 | 0 |
Mar 31, 2024 | FIRST AMERICAN TRUST, FSB | 0.12% | 268 | 226.05K | 268 | +100.00% |
Mar 31, 2024 | FORT POINT CAPITAL PARTNERS LLC | 0.12% | 252 | 212.55K | 252 | +100.00% |
Mar 31, 2024 | LPL FINANCIAL LLC | 0.09% | 243 | 204.96K | 243 | +100.00% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.08% | 197 | 1.66K | 0 | 0 |
Mar 31, 2024 | FIFTH THIRD BANCORP | 0.07% | 170 | 143.39K | 0 | 0 |
Mar 31, 2024 | WASHINGTON TRUST CO | 0.04% | 92 | 77.6K | 0 | 0 |
Mar 31, 2024 | MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | 0.03% | 69 | 58.2K | 0 | 0 |
Mar 31, 2024 | REGISTER FINANCIAL ADVISORS LLC | 0.03% | 57 | 48.08K | 57 | +100.00% |
Mar 31, 2024 | UBS GROUP AG | 0.03% | 67 | 56.51K | 43 | +179.17% |
Mar 31, 2024 | FARTHER FINANCE ADVISORS, LLC | 0.02% | 54 | 45.39M | 54 | +100.00% |
Mar 31, 2024 | TRUST CO OF VERMONT | 0.02% | 50 | 42.17K | 0 | 0 |
Mar 31, 2024 | FLOW TRADERS U.S. LLC | 0% | 0 | - | -650 | -100.00% |
Mar 31, 2024 | ARETE WEALTH ADVISORS, LLC | 0% | 0 | - | -321 | -100.00% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0% | 0 | - | -18 | -100.00% |
Mar 31, 2024 | MERIDIAN WEALTH MANAGEMENT, LLC | 0% | 0 | - | -314 | -100.00% |
Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.72% | 1.89K | 1.59M | 86 | +4.77% |
Mar 31, 2024 | CITADEL ADVISORS LLC | 0.68% | 1.77K | 1.49M | 1.2K | +210.18% |
Mar 31, 2024 | CREATIVE PLANNING | 0.51% | 1.34K | 1.13M | 0 | 0 |
Mar 31, 2024 | MAI CAPITAL MANAGEMENT | 0.47% | 1.03K | 868.76K | 0 | 0 |
Mar 31, 2024 | INGALLS & SNYDER LLC | 0.45% | 972 | 820K | -100 | -9.33% |
Mar 31, 2024 | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | 0.39% | 855 | 721.15K | 0 | 0 |
Mar 31, 2024 | AMUSSEN HUNSAKER ASSOCIATES LLC | 0.38% | 818 | 689.94K | 0 | 0 |
Mar 31, 2024 | CIBC PRIVATE WEALTH GROUP, LLC | 0.2% | 439 | 369.02K | 0 | 0 |
Mar 31, 2024 | MARINER, LLC | 0.2% | 435 | 366.9K | -537 | -55.25% |
Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.19% | 486 | 409.92K | 0 | 0 |
Mar 31, 2024 | HOWARD CAPITAL MANAGEMENT INC. | 0.18% | 397 | 334.85K | 0 | 0 |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.18% | 462 | 389.67K | 0 | 0 |
Mar 31, 2024 | CENTRIC WEALTH MANAGEMENT | 0.18% | 382 | 293.3K | 0 | 0 |
Mar 31, 2024 | EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.11% | 246 | 207.49K | 246 | +100.00% |
Mar 31, 2024 | TRUEPOINT, INC. | 0.11% | 241 | 203.27K | 241 | +100.00% |
Mar 31, 2024 | EMPOWER ADVISORY GROUP, LLC | 0.11% | 241 | 202.94K | 241 | +100.00% |
Mar 31, 2024 | AE WEALTH MANAGEMENT LLC | 0% | 0 | - | -274 | -100.00% |
Mar 31, 2024 | DAVID J YVARS GROUP | 0.14% | 307 | 258.94K | 0 | 0 |
Mar 31, 2024 | FISHER ASSET MANAGEMENT, LLC | 2.07% | 4.49K | 3.79M | -123 | -2.67% |
Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.35% | 914 | 770.91K | 0 | 0 |
Mar 31, 2024 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.28% | 608 | 512.82K | 0 | 0 |
Mar 31, 2024 | CALAMOS WEALTH MANAGEMENT LLC | 0.21% | 466 | 393.05K | 0 | 0 |
Mar 31, 2024 | AVANTAX ADVISORY SERVICES, INC. | 0.16% | 349 | 294.36K | 0 | 0 |
Mar 31, 2024 | CATALINA CAPITAL GROUP, LLC | 0.16% | 340 | 286.77K | 340 | +100.00% |
Mar 31, 2024 | CRA FINANCIAL SERVICES, LLC | 0.14% | 303 | 255.57K | 0 | 0 |
Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 0.14% | 297 | 250.51K | 0 | 0 |
Dec 31, 2023 | INGALLS & SNYDER LLC | 0.47% | 1.07K | 745K | 0 | 0 |
Dec 31, 2023 | MAI CAPITAL MANAGEMENT | 0.45% | 1.03K | 715.83K | 0 | 0 |
Dec 31, 2023 | MARINER, LLC | 0.42% | 972 | 675.52K | 315 | +47.95% |
Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.4% | 914 | 635.21K | 0 | 0 |
Dec 31, 2023 | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | 0.37% | 855 | 594K | 0 | 0 |
Dec 31, 2023 | AMUSSEN HUNSAKER ASSOCIATES LLC | 0.36% | 818 | 568.49K | 0 | 0 |
Dec 31, 2023 | FLOW TRADERS U.S. LLC | 0.28% | 650 | 452K | 650 | +100.00% |
Dec 31, 2023 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.27% | 608 | 422.55K | 0 | 0 |
Dec 31, 2023 | CITADEL ADVISORS LLC | 0.25% | 570 | 396.14K | 570 | +100.00% |
Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.21% | 486 | 337.76K | 0 | 0 |
Dec 31, 2023 | CALAMOS WEALTH MANAGEMENT LLC | 0.2% | 466 | 323.86K | 0 | 0 |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.2% | 462 | 321.08K | -290 | -38.56% |
Dec 31, 2023 | CIBC PRIVATE WEALTH GROUP, LLC | 0.19% | 439 | 305.1K | 0 | 0 |
Dec 31, 2023 | HOWARD CAPITAL MANAGEMENT INC. | 0.17% | 397 | 275.91K | 0 | 0 |
Dec 31, 2023 | CENTRIC WEALTH MANAGEMENT | 0.17% | 382 | 291.9K | 0 | 0 |
Dec 31, 2023 | AVANTAX ADVISORY SERVICES, INC. | 0.15% | 349 | 242.55K | 349 | +100.00% |
Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.15% | 343 | 239K | 343 | +100.00% |
Dec 31, 2023 | ARETE WEALTH ADVISORS, LLC | 0.14% | 321 | 223.09K | 321 | +100.00% |
Dec 31, 2023 | MERIDIAN WEALTH MANAGEMENT, LLC | 0.14% | 314 | 218.22K | 314 | +100.00% |
Dec 31, 2023 | DAVID J YVARS GROUP | 0.13% | 307 | 213.36K | 307 | +100.00% |
Dec 31, 2023 | CRA FINANCIAL SERVICES, LLC | 0.13% | 303 | 210.58K | 303 | +100.00% |
Dec 31, 2023 | KESTRA ADVISORY SERVICES, LLC | 0.13% | 297 | 206.41K | 297 | +100.00% |
Dec 31, 2023 | AE WEALTH MANAGEMENT LLC | 0.12% | 274 | 204.55K | 274 | +100.00% |
Dec 31, 2023 | ADVISORY SERVICES NETWORK, LLC | 0.12% | 270 | 187.64K | 270 | +100.00% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.09% | 197 | 1.37K | 62 | +45.93% |
Dec 31, 2023 | FIFTH THIRD BANCORP | 0.07% | 170 | 118.15K | 0 | 0 |
Dec 31, 2023 | WASHINGTON TRUST CO | 0.04% | 92 | 63.94K | 0 | 0 |
Dec 31, 2023 | MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | 0.03% | 69 | 47.95K | 0 | 0 |
Dec 31, 2023 | TRUST CO OF VERMONT | 0.02% | 50 | 34.75K | 0 | 0 |
Dec 31, 2023 | UBS GROUP AG | 0.01% | 24 | 16.68K | 1 | +4.35% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 18 | 12.51K | -18 | -50.00% |
Dec 31, 2023 | FISHER ASSET MANAGEMENT, LLC | 2.02% | 4.62K | 3.21M | -2.71K | -36.96% |
Dec 31, 2023 | JOHNSON INVESTMENT COUNSEL INC | 0.77% | 1.77K | 1.23M | 0 | 0 |
Dec 31, 2023 | CREATIVE PLANNING | 0.58% | 1.34K | 930.58K | 147 | +12.33% |