Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.38% | 253.91K | 78.43M | 21.27K | +9.14% |
Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.3% | 198.32K | 61.26M | 1.66K | +0.85% |
Mar 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.28% | 184.67K | 57.04M | 969 | +0.53% |
Mar 31, 2025 | CX INSTITUTIONAL | 0.26% | 170.74K | 52.74M | 5.15K | +3.11% |
Mar 31, 2025 | STRATEGIC INVESTMENT ADVISORS / MI | 0.22% | 148.66K | 45.92M | 12.01K | +8.79% |
Mar 31, 2025 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 0.52% | 350.96K | 110.11M | 29.39K | +9.14% |
Mar 31, 2025 | MERIT FINANCIAL GROUP, LLC | 0.54% | 359.84K | 111.15M | 115.18K | +47.08% |
Mar 31, 2025 | UBS GROUP AG | 1.33% | 890.1K | 274.94M | 72.86K | +8.91% |
Mar 31, 2025 | LPL FINANCIAL LLC | 1.54% | 1.03M | 319.1M | -47.78K | -4.42% |
Mar 31, 2025 | HOWARD CAPITAL MANAGEMENT INC. | 2.41% | 1.61M | 498.83M | 2.26K | +0.14% |
Mar 31, 2025 | MEANS INVESTMENT CO., INC. | 0.16% | 110.15K | 34.02M | -152.22K | -58.02% |
Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.17% | 112.19K | 34.65M | -187 | -0.17% |
Mar 31, 2025 | COMERICA BANK | 0.59% | 392.54K | 121.25M | 17.47K | +4.66% |
Mar 31, 2025 | CERITY PARTNERS LLC | 0.62% | 417.95K | 129.1M | 23.38K | +5.92% |
Mar 31, 2025 | ROYAL BANK OF CANADA | 0.63% | 422.82K | 130.6M | -9.97K | -2.30% |
Mar 31, 2025 | ANGELES WEALTH MANAGEMENT, LLC | 0.8% | 534.45K | 165.08M | 15.78K | +3.04% |
Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.81% | 545.42K | 168.47M | -15.29K | -2.73% |
Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.04% | 693.23K | 214.12M | -12.49K | -1.77% |
Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 1.2% | 805.12K | 248.91M | 90.98K | +12.74% |
Mar 31, 2025 | RFP FINANCIAL GROUP LLC | 0.21% | 143.16K | 44.22M | 33.07K | +30.04% |
Mar 31, 2025 | MARINER, LLC | 0.25% | 165.39K | 51.09M | 6.28K | +3.94% |
Mar 31, 2025 | MML INVESTORS SERVICES, LLC | 0.25% | 167.77K | 51.82M | -14.77K | -8.09% |
Mar 31, 2025 | BERNARDO WEALTH PLANNING LLC | 0.18% | 119.9K | 37.04M | 900 | +0.76% |
Mar 31, 2025 | GRATUS WEALTH ADVISORS, LLC | 0.25% | 168.85K | 52.15M | -3.65K | -2.11% |
Mar 31, 2025 | BLACK DIAMOND FINANCIAL, LLC | 0.25% | 169.46K | 52.34M | 5.06K | +3.08% |
Mar 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.37% | 247.13K | 76.33M | 16.4K | +7.11% |
Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.37% | 248.82K | 76.86M | -20.87K | -7.74% |
Mar 31, 2025 | PORTFOLIO STRATEGIES, INC. | 0.38% | 252.97K | 78.13M | -3.46K | -1.35% |
Mar 31, 2025 | PETREDIS INVESTMENT ADVISORS LLC | 0.4% | 266.65K | 82.36M | 7.13K | +2.75% |
Mar 31, 2025 | ANGELES INVESTMENT ADVISORS, LLC | 0.43% | 288.64K | 89.16M | -547.25K | -65.47% |
Mar 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.45% | 299K | 92.36M | 62.4K | +26.37% |
Mar 31, 2025 | CAPTRUST FINANCIAL ADVISORS | 2.47% | 1.65M | 510.67M | 15.85K | +0.97% |
Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 2.98% | 1.99M | 615.65M | 129.69K | +6.96% |
Mar 31, 2025 | MORGAN STANLEY | 3.41% | 2.28M | 705.08M | 134.85K | +6.28% |
Mar 31, 2025 | CASSADAY & CO WEALTH MANAGEMENT LLC | 5.27% | 3.53M | 1.09B | -51.86K | -1.45% |
Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.3% | 202.43K | 62.53M | -47.02K | -18.85% |
Mar 31, 2025 | | 0.31% | 210.37K | 64.98M | 42.14K | +25.05% |
Mar 31, 2025 | FACET WEALTH, INC. | 0.35% | 236.89K | 76.46M | -58.43K | -19.78% |
Mar 31, 2025 | BEACON CAPITAL MANAGEMENT, LLC | 0.27% | 177.72K | 54.9M | 32.8K | +22.63% |
Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.2% | 135.77K | 41.94M | -14.79K | -9.83% |
Mar 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.21% | 139.03K | 42.94M | 33.91K | +32.26% |
Mar 31, 2025 | HENGEHOLD CAPITAL MANAGEMENT LLC | 0.17% | 116.78K | 36.07M | -37.5K | -24.31% |
Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.19% | 127.13K | 39.27M | 130 | +0.10% |
Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.19% | 129.01K | 39.87M | -122.21K | -48.65% |
Mar 31, 2025 | CREATIVE PLANNING | 0.21% | 139.97K | 43.23M | -232 | -0.17% |
Mar 31, 2025 | LEELYN SMITH, LLC | 0.21% | 140.18K | 43.3M | 3.97K | +2.91% |
Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 1.26% | 840.4K | 259.58M | 48.34K | +6.10% |
Mar 31, 2025 | ASSETMARK, INC | 11.53% | 7.72M | 2.15B | 258.52K | +3.47% |
Mar 31, 2025 | FALCON WEALTH PLANNING | 0.3% | 200.98K | 62.08M | 25.09K | +14.27% |
Mar 31, 2025 | LEAVELL INVESTMENT MANAGEMENT, INC. | 0.18% | 119.37K | 36.87M | 3.56K | +3.07% |
Mar 31, 2024 | GRATUS WEALTH ADVISORS, LLC | 0.27% | 167.56K | 46M | 30.73K | +22.46% |
Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.25% | 171.89K | 49.27M | 6.7K | +4.05% |
Mar 31, 2024 | MFA WEALTH ADVISORS, LLC | 0.15% | 102.08K | 29.26M | -3.49K | -3.31% |
Mar 31, 2024 | BHK INVESTMENT ADVISORS, LLC | 0.15% | 100.05K | 28.68M | 19.3K | +23.89% |
Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.14% | 97.9K | 28.06M | 97.9K | +100.00% |
Mar 31, 2024 | ERICKSON FINANCIAL GROUP, LLC | 0.13% | 91.05K | 26.1M | 489 | +0.54% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.13% | 88.46K | 25.35M | 5.44K | +6.55% |
Mar 31, 2024 | ROYAL FUND MANAGEMENT, LLC | 0.13% | 86.92K | 24.93M | -2.53K | -2.82% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 0.12% | 84.57K | 24.24M | 8.98K | +11.88% |
Mar 31, 2024 | DT INVESTMENT PARTNERS, LLC | 0.12% | 84.07K | 24.1M | 307 | +0.37% |
Mar 31, 2024 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.11% | 77.78K | 22.29M | -2.25K | -2.81% |
Mar 31, 2024 | LINCOLN NATIONAL CORP | 1.49% | 925.76K | 265.33M | -16.93K | -1.80% |
Mar 31, 2024 | LPL FINANCIAL LLC | 1.3% | 891.52K | 255.52M | 41.72K | +4.91% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 1.3% | 888.04K | 254.52M | -439 | -0.05% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 1.21% | 828.2K | 237.37M | -19.15K | -2.26% |
Mar 31, 2024 | UBS GROUP AG | 1.21% | 828.07K | 237.33M | 16.45K | +2.03% |
Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.94% | 641.02K | 183.72M | -23.83K | -3.58% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.77% | 529.84K | 151.86M | 29.65K | +5.93% |
Mar 31, 2024 | KENSINGTON ASSET MANAGEMENT, LLC | 0.75% | 461.7K | 132.33M | 20K | +4.53% |
Mar 31, 2024 | | 0.27% | 167.56K | 46M | 30.73K | +22.46% |
Mar 31, 2024 | AMERICAN TRUST | 0.22% | 133.31K | 38.21M | 133.31K | +100.00% |
Mar 31, 2024 | BERNARDO WEALTH PLANNING LLC | 0.21% | 127.25K | 36.47M | 2.63K | +2.11% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.21% | 140.42K | 40.24M | -3.58K | -2.48% |
Mar 31, 2024 | CREATIVE PLANNING | 0.2% | 138.53K | 39.71M | -7.37K | -5.05% |
Mar 31, 2024 | FC ADVISORY LLC | 0.17% | 107.29K | 30.75M | -3.66K | -3.30% |
Mar 31, 2024 | MORGAN STANLEY | 2.56% | 1.75M | 502.84M | 29.3K | +1.70% |
Mar 31, 2024 | ANGELES INVESTMENT ADVISORS, LLC | 0.7% | 431.94K | 123.8M | 398.04K | +1,174.16% |
Mar 31, 2024 | ANGELES WEALTH MANAGEMENT, LLC | 0.68% | 420.09K | 120.4M | 71.98K | +20.68% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.62% | 422.09K | 120.98M | 16.57K | +4.09% |
Mar 31, 2024 | CERITY PARTNERS LLC | 0.55% | 340.82K | 97.68M | 25.38K | +8.05% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.52% | 352.97K | 101.17M | -424.06K | -54.57% |
Mar 31, 2024 | HERR INVESTMENT GROUP LLC | 0.43% | 265K | 540.6K | 25.4K | +10.60% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.42% | 257.77K | 73.88M | 257.77K | +100.00% |
Mar 31, 2024 | FACET WEALTH, INC. | 0.4% | 248K | 70.8M | 248K | +100.00% |
Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0.3% | 183.44K | 52.58M | 11.06K | +6.41% |
Mar 31, 2024 | HENGEHOLD CAPITAL MANAGEMENT LLC | 0.27% | 166.16K | 47.62M | -2.13K | -1.27% |
Mar 31, 2024 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.27% | 165.82K | 47.52M | 13.49K | +8.85% |
Mar 31, 2024 | ONE CAPITAL MANAGEMENT, LLC | 0.26% | 159.88K | 45.82M | -533 | -0.33% |
Mar 31, 2024 | LEELYN SMITH, LLC | 0.22% | 136.12K | 39.01M | 746 | +0.55% |
Mar 31, 2024 | BLACK DIAMOND FINANCIAL, LLC | 0.22% | 135.73K | 35.22M | 0 | 0 |
Mar 31, 2024 | STRATEGIC INVESTMENT ADVISORS / MI | 0.2% | 125.05K | 35.84M | -1.74K | -1.37% |
Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.2% | 124.68K | 35.73M | 64.74K | +108.01% |
Mar 31, 2024 | COCO ENTERPRISES, LLC | 0.19% | 117.84K | 33.68M | 1.27K | +1.09% |
Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.19% | 127.16K | 36.45M | 7.4K | +6.18% |
Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.18% | 125.81K | 36.06M | 224 | +0.18% |
Mar 31, 2024 | CX INSTITUTIONAL | 0.18% | 110.57K | 31.69M | 41.77K | +60.70% |
Mar 31, 2024 | FALCON WEALTH PLANNING | 0.18% | 110.31K | 31.61M | 66.03K | +149.14% |
Mar 31, 2024 | LEAVELL INVESTMENT MANAGEMENT, INC. | 0.17% | 105.44K | 30.22M | 5.04K | +5.02% |
Mar 31, 2024 | BEACON CAPITAL MANAGEMENT, LLC | 0.17% | 103.08K | 29.54M | 38.37K | +59.30% |
Mar 31, 2024 | BEACON POINTE ADVISORS, LLC | 0.17% | 102.83K | 29.47M | -2.54K | -2.41% |
Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 0.17% | 113.58K | 32.55M | 2.83K | +2.55% |
Mar 31, 2024 | ASSETMARK, INC | 11.11% | 6.88M | 1.97B | -11.04K | -0.16% |
Mar 31, 2024 | CASSADAY & CO WEALTH MANAGEMENT LLC | 5.66% | 3.5M | 1B | -222.36K | -5.97% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 2.57% | 1.76M | 504.05M | -154 | -0.01% |
Mar 31, 2024 | MEANS INVESTMENT CO., INC. | 0.4% | 244.77K | 70.15M | 13.77K | +5.96% |
Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.39% | 267.28K | 76.61M | -8.25K | -2.99% |
Mar 31, 2024 | PETREDIS INVESTMENT ADVISORS LLC | 0.34% | 209.56K | 60.06M | 5.15K | +2.52% |
Mar 31, 2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.33% | 206.16K | 59.09M | 7.26K | +3.65% |
Mar 31, 2024 | MERIT FINANCIAL GROUP, LLC | 0.32% | 195.25K | 54.97M | 68.28K | +53.77% |
Mar 31, 2024 | CAPTRUST FINANCIAL ADVISORS | 0.3% | 188.75K | 54.1M | -15.39K | -7.54% |
Dec 31, 2023 | PORTFOLIO STRATEGIES, INC. | 0.51% | 320.66K | 83.22M | 65.35K | +25.60% |
Dec 31, 2023 | CERITY PARTNERS LLC | 0.5% | 315.43K | 81.86M | 315.43K | +100.00% |
Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.44% | 275.52K | 71.51M | -7.07K | -2.50% |
Dec 31, 2023 | HERR INVESTMENT GROUP LLC | 0.38% | 239.6K | 62.18M | 239.6K | +100.00% |
Dec 31, 2023 | MERIT FINANCIAL GROUP, LLC | 0.2% | 126.97K | 32.95M | 30.71K | +31.90% |
Dec 31, 2023 | LEELYN SMITH, LLC | 0.22% | 135.37K | 35.13M | 4.68K | +3.58% |
Dec 31, 2023 | BLACK DIAMOND FINANCIAL, LLC | 0.22% | 135.73K | 35.22M | 2.1K | +1.57% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.23% | 143.99K | 37.37M | -89.48K | -38.32% |
Dec 31, 2023 | CREATIVE PLANNING | 0.23% | 145.9K | 37.86M | 1.09K | +0.75% |
Dec 31, 2023 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.24% | 152.33K | 39.53M | 15.69K | +11.48% |
Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.25% | 156.96K | 42.06M | 107 | +0.07% |
Dec 31, 2023 | ONE CAPITAL MANAGEMENT, LLC | 0.26% | 160.42K | 41.63M | -11.96K | -6.94% |
Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.26% | 165.2K | 42.88M | 75.28K | +83.72% |
Dec 31, 2023 | HENGEHOLD CAPITAL MANAGEMENT LLC | 0.27% | 168.29K | 43.67M | 1.18K | +0.70% |
Dec 31, 2023 | MML INVESTORS SERVICES, LLC | 0.28% | 172.39K | 44.74M | -6.92K | -3.86% |
Dec 31, 2023 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.32% | 198.9K | 51.62M | -2.65K | -1.32% |
Dec 31, 2023 | AE WEALTH MANAGEMENT LLC | 0.32% | 202.15K | 54.66M | 62.2K | +44.45% |
Dec 31, 2023 | CAPTRUST FINANCIAL ADVISORS | 0.33% | 204.14K | 52.98M | 107.75K | +111.78% |
Dec 31, 2023 | PETREDIS INVESTMENT ADVISORS LLC | 0.33% | 204.41K | 53.05M | 4.58K | +2.29% |
Dec 31, 2023 | MEANS INVESTMENT CO., INC. | 0.37% | 231K | 59.95M | 19.31K | +9.12% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.8% | 500.18K | 129.82M | 44.58K | +9.78% |
Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 1.06% | 664.85K | 172.54M | -41.47K | -5.87% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 1.24% | 777.03K | 201.65M | -117.81K | -13.17% |
Dec 31, 2023 | ANGELES WEALTH MANAGEMENT, LLC | 0.56% | 348.11K | 90.34M | 13.09K | +3.91% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.65% | 405.52K | 105.24M | -6K | -1.46% |
Dec 31, 2023 | UBS GROUP AG | 1.3% | 811.62K | 210.62M | -7.01K | -0.86% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 1.36% | 847.35K | 219.9M | -125.09K | -12.86% |
Dec 31, 2023 | LPL FINANCIAL LLC | 1.36% | 849.81K | 220.53M | 111.95K | +15.17% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 1.42% | 888.48K | 230.57M | 1.42K | +0.16% |
Dec 31, 2023 | LINCOLN NATIONAL CORP | 1.51% | 942.69K | 244.64M | -47.17K | -4.76% |
Dec 31, 2023 | MORGAN STANLEY | 2.76% | 1.73M | 447.69M | 165.8K | +10.63% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 2.81% | 1.76M | 456.43M | -115.34K | -6.15% |
Dec 31, 2023 | CASSADAY & CO WEALTH MANAGEMENT LLC | 5.96% | 3.73M | 967.23M | -51.38K | -1.36% |
Dec 31, 2023 | ASSETMARK, INC | 11.02% | 6.89M | 1.79B | 248.78K | +3.75% |
Dec 31, 2023 | TWO SIGMA INVESTMENTS, LP | 0.14% | 87.9K | 22.81M | 5.9K | +7.20% |
Dec 31, 2023 | ROYAL FUND MANAGEMENT, LLC | 0.14% | 89.44K | 23.23M | -3.25K | -3.51% |
Dec 31, 2023 | ERICKSON FINANCIAL GROUP, LLC | 0.14% | 90.56K | 23.5M | 1.12K | +1.25% |
Dec 31, 2023 | LEAVELL INVESTMENT MANAGEMENT, INC. | 0.16% | 100.4K | 26.05M | 4.92K | +5.16% |
Dec 31, 2023 | BLUE EDGE CAPITAL, LLC | 0.16% | 100.5K | 26.08M | 584 | +0.58% |
Dec 31, 2023 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.17% | 104.11K | 401K | 103.66K | +22,983.37% |
Dec 31, 2023 | BEACON POINTE ADVISORS, LLC | 0.17% | 105.37K | 27.34M | -17.53K | -14.26% |
Dec 31, 2023 | MFA WEALTH ADVISORS, LLC | 0.17% | 105.57K | 27.4M | -1.64K | -1.53% |
Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 0.18% | 110.76K | 28.74M | -15.67K | -12.39% |
Dec 31, 2023 | FC ADVISORY LLC | 0.18% | 110.95K | 28.79M | -6.05K | -5.17% |
Dec 31, 2023 | COCO ENTERPRISES, LLC | 0.19% | 116.57K | 30.25M | 116.57K | +100.00% |
Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.19% | 119.76K | 31.08M | 14.3K | +13.56% |
Dec 31, 2023 | BERNARDO WEALTH PLANNING LLC | 0.2% | 124.62K | 32.34M | 2.24K | +1.83% |
Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.2% | 125.59K | 32.59M | 41.25K | +48.92% |
Dec 31, 2023 | STRATEGIC INVESTMENT ADVISORS / MI | 0.2% | 126.79K | 32.9M | 684 | +0.54% |
Dec 31, 2023 | KENSINGTON ASSET MANAGEMENT, LLC | 0.71% | 441.7K | 114.63M | 15.7K | +3.69% |