Mar 31, 2024 | WHITTIER TRUST CO | 0% | 399 | 30.89K | 0 | 0 |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0% | 3.26K | 253K | 0 | 0 |
Mar 31, 2024 | CHEVY CHASE TRUST HOLDINGS, LLC | 0% | 2.96K | 228.78K | 0 | 0 |
Mar 31, 2024 | SANDY SPRING BANK | 0% | 2.73K | 211.2K | 0 | 0 |
Mar 31, 2024 | BLAIR WILLIAM & CO/IL | 0% | 1.92K | 148.71K | 0 | 0 |
Mar 31, 2024 | DEARBORN PARTNERS LLC | 0.14% | 388.32K | 29.83M | -105.78K | -21.41% |
Mar 31, 2024 | BROWN ADVISORY INC | 0.07% | 188.75K | 14.61M | -115 | -0.06% |
Mar 31, 2024 | GLASS JACOBSON INVESTMENT ADVISORS LLC | 0% | 337 | 26.09K | 0 | 0 |
Mar 31, 2024 | TD WATERHOUSE CANADA INC. | 0% | 252 | 18.5K | 0 | 0 |
Mar 31, 2024 | UBS GROUP AG | 0% | 186 | 14.4K | -1.52K | -89.12% |
Mar 31, 2024 | BOK FINANCIAL PRIVATE WEALTH, INC. | 0% | 180 | 13.91K | 0 | 0 |
Mar 31, 2024 | HARBOR INVESTMENT ADVISORY, LLC | 0% | 168 | 13.01K | 0 | 0 |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0% | 66 | 5.11K | 0 | 0 |
Mar 31, 2024 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0% | 40 | 3.1K | 40 | +100.00% |
Mar 31, 2024 | GAMMA INVESTING LLC | 0% | 30 | 2.32K | 0 | 0 |
Mar 31, 2024 | GRADIENT INVESTMENTS LLC | 0% | 0 | - | -9.42K | -100.00% |
Mar 31, 2024 | BEACON CAPITAL MANAGEMENT, INC. | 0% | 0 | - | -318 | -100.00% |
Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0% | 0 | - | -414 | -100.00% |
Mar 31, 2024 | CIBC WORLD MARKETS CORP | 0.03% | 68.48K | 5.26M | -64.79K | -48.61% |
Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 0.01% | 38.04K | 2.95M | 0 | 0 |
Mar 31, 2024 | CWM, LLC | 0% | 6.95K | 538K | 0 | 0 |
Mar 31, 2024 | WILLIS JOHNSON & ASSOCIATES, INC. | 0% | 5.46K | 422.87K | 0 | 0 |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0% | 4.6K | 356.13K | 0 | 0 |
Mar 31, 2024 | DELOS WEALTH ADVISORS, LLC | 0% | 2.52K | 194.87K | 0 | 0 |
Mar 31, 2024 | BLACKSTON FINANCIAL ADVISORY GROUP, LLC | 0% | 2.26K | 174.97K | 2.26K | +100.00% |
Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 1.98K | 153.29K | 0 | 0 |
Mar 31, 2024 | COLONY GROUP, LLC | 0.05% | 142.17K | 11.01M | 0 | 0 |
Mar 31, 2024 | WMS PARTNERS, LLC | 0.02% | 41.59K | 3.22M | -370 | -0.88% |
Mar 31, 2024 | MORGAN STANLEY | 0.01% | 34.65K | 2.68M | -5.96K | -14.67% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 28.47K | 2.2M | 28.47K | +100.00% |
Mar 31, 2024 | LINCOLN NATIONAL CORP | 0.01% | 25.9K | 2M | 0 | 0 |
Mar 31, 2024 | BROOKSTONE CAPITAL MANAGEMENT | 0.01% | 16.07K | 1.24M | 0 | 0 |
Mar 31, 2024 | ARBOR INVESTMENT ADVISORS, LLC | 0.01% | 13.99K | 1.08M | 13.99K | +100.00% |
Mar 31, 2024 | GABELLI FUNDS LLC | 0% | 13K | 1.01M | 0 | 0 |
Mar 31, 2024 | CERITY PARTNERS LLC | 0% | 10K | 774.2K | 0 | 0 |
Mar 31, 2024 | ORION PORTFOLIO SOLUTIONS, LLC | 0% | 8.98K | 695.31K | 0 | 0 |
Mar 31, 2024 | IPSWICH INVESTMENT MANAGEMENT CO., INC. | 0% | 8.8K | 681.37K | -3.23K | -26.84% |
Mar 31, 2024 | WBH ADVISORY INC | 0% | 8.51K | 659K | 0 | 0 |
Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0% | 4.6K | 356K | -125 | -2.65% |
Mar 31, 2024 | GAMCO INVESTORS, INC. ET AL | 0% | 4.5K | 348.39K | 0 | 0 |
Mar 31, 2024 | SANIBEL CAPTIVA TRUST COMPANY, INC. | 0% | 4.37K | 338.17K | 4.37K | +100.00% |
Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 4.12K | 318.66K | 4.12K | +100.00% |
Mar 31, 2024 | CULBERTSON A N & CO INC | 0% | 4.06K | 311.85K | 420 | +11.54% |
Mar 31, 2024 | TOWER BRIDGE ADVISORS | 0% | 4K | 309.68K | 0 | 0 |
Mar 31, 2024 | WEAVER CAPITAL MANAGEMENT LLC | 0% | 3.71K | 287.31K | 3.71K | +100.00% |
Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 0% | 2.93K | 226.94K | 2.93K | +100.00% |
Mar 31, 2024 | CRESSET ASSET MANAGEMENT, LLC | 0% | 2.68K | 207.75K | 2.68K | +100.00% |
Mar 31, 2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 0% | 852 | 65.96K | 852 | +100.00% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0% | 410 | 31.73K | 1 | +0.24% |
Mar 31, 2024 | WEALTHSPIRE ADVISORS, LLC | 0% | 6.27K | 485.42K | 0 | 0 |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0% | 5.93K | 459.33K | -410 | -6.46% |
Mar 31, 2024 | SCOTIA CAPITAL INC. | 0% | 5.9K | 457.09K | 0 | 0 |
Mar 31, 2024 | TRUIST FINANCIAL CORP | 0% | 5.78K | 447.8K | -936 | -13.93% |
Mar 31, 2024 | GTS SECURITIES LLC | 0% | 5.65K | 437.58K | 1.5K | +36.13% |
Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0% | 5.48K | 424K | -2.29K | -29.46% |
Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 4.93K | 381.29K | -400 | -7.51% |
Mar 31, 2024 | BAIRD FINANCIAL GROUP, INC. | 0% | 4.73K | 365.89K | -89 | -1.85% |
Mar 31, 2024 | RATHBONES GROUP PLC | 0% | 4K | 309.68K | -500 | -11.11% |
Mar 31, 2024 | | 0% | 3.71K | 287.31K | 3.71K | +100.00% |
Mar 31, 2024 | LPL FINANCIAL LLC | 0% | 3.62K | 280.42K | -515 | -12.45% |
Mar 31, 2024 | WESTEND CAPITAL MANAGEMENT, LLC | 0% | 3.52K | 272.83K | 3.52K | +100.00% |
Mar 31, 2024 | VERDENCE CAPITAL ADVISORS LLC | 0% | 3.35K | 259.05K | 0 | 0 |
Dec 31, 2023 | GAMCO INVESTORS, INC. ET AL | 0% | 4.5K | 306K | 0 | 0 |
Dec 31, 2023 | RATHBONES GROUP PLC | 0% | 4.5K | 306K | 0 | 0 |
Dec 31, 2023 | LPL FINANCIAL LLC | 0% | 4.14K | 281.32K | -425 | -9.32% |
Dec 31, 2023 | TOWER BRIDGE ADVISORS | 0% | 4K | 272K | 0 | 0 |
Dec 31, 2023 | CULBERTSON A N & CO INC | 0% | 3.64K | 249.05K | 3.64K | +100.00% |
Dec 31, 2023 | VERDENCE CAPITAL ADVISORS LLC | 0% | 3.35K | 227.53K | 0 | 0 |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0% | 3.26K | 222K | 0 | 0 |
Dec 31, 2023 | CHEVY CHASE TRUST HOLDINGS, LLC | 0% | 2.96K | 200.94K | -45 | -1.50% |
Dec 31, 2023 | SANDY SPRING BANK | 0% | 2.73K | 185.51K | 2.73K | +100.00% |
Dec 31, 2023 | DELOS WEALTH ADVISORS, LLC | 0% | 2.52K | 171.16K | 0 | 0 |
Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 1.98K | 134.64K | 0 | 0 |
Dec 31, 2023 | BLAIR WILLIAM & CO/IL | 0% | 1.92K | 130.61K | -22 | -1.13% |
Dec 31, 2023 | UBS GROUP AG | 0% | 1.71K | 116.21K | 166 | +10.76% |
Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0% | 414 | 28.13K | 3 | +0.73% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0% | 409 | 27.81K | 2 | +0.49% |
Dec 31, 2023 | WHITTIER TRUST CO | 0% | 399 | 27.13K | 0 | 0 |
Dec 31, 2023 | GLASS JACOBSON INVESTMENT ADVISORS LLC | 0% | 337 | 22.92K | 0 | 0 |
Dec 31, 2023 | BEACON CAPITAL MANAGEMENT, INC. | 0% | 318 | 21.62K | 0 | 0 |
Dec 31, 2023 | COPPELL ADVISORY SOLUTIONS LLC | 0% | 250 | 17K | -179 | -41.72% |
Dec 31, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 204 | 13.87K | 32 | +18.60% |
Dec 31, 2023 | BOK FINANCIAL PRIVATE WEALTH, INC. | 0% | 180 | 12.3K | 0 | 0 |
Dec 31, 2023 | HARBOR INVESTMENT ADVISORY, LLC | 0% | 168 | 11.42K | 0 | 0 |
Dec 31, 2023 | DEARBORN PARTNERS LLC | 0.18% | 494.1K | 33.81M | -11.94K | -2.36% |
Dec 31, 2023 | BROWN ADVISORY INC | 0.07% | 188.87K | 12.84M | 115 | +0.06% |
Dec 31, 2023 | CIBC WORLD MARKETS CORP | 0.05% | 133.27K | 9.12M | 72.2K | +118.21% |
Dec 31, 2023 | WMS PARTNERS, LLC | 0.02% | 41.96K | 2.85B | 0 | 0 |
Dec 31, 2023 | MORGAN STANLEY | 0.02% | 40.61K | 2.76M | 9.25K | +29.49% |
Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 0.01% | 38.04K | 2.59M | 159 | +0.42% |
Dec 31, 2023 | LINCOLN NATIONAL CORP | 0.01% | 25.9K | 1.76M | 0 | 0 |
Dec 31, 2023 | BROOKSTONE CAPITAL MANAGEMENT | 0.01% | 16.07K | 1.09M | 1.48K | +10.13% |
Dec 31, 2023 | GABELLI FUNDS LLC | 0% | 13K | 884K | 0 | 0 |
Dec 31, 2023 | IPSWICH INVESTMENT MANAGEMENT CO., INC. | 0% | 12.03K | 818.04K | 0 | 0 |
Dec 31, 2023 | CERITY PARTNERS LLC | 0% | 10K | 680K | -3 | -0.03% |
Dec 31, 2023 | GRADIENT INVESTMENTS LLC | 0% | 9.42K | 640.29K | 0 | 0 |
Dec 31, 2023 | ORION PORTFOLIO SOLUTIONS, LLC | 0% | 8.98K | 611.7K | 0 | 0 |
Dec 31, 2023 | WBH ADVISORY INC | 0% | 8.51K | 578.82K | 0 | 0 |
Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0% | 7.76K | 528K | 13 | +0.17% |
Dec 31, 2023 | CWM, LLC | 0% | 6.95K | 473K | 5.4K | +347.49% |
Dec 31, 2023 | TRUIST FINANCIAL CORP | 0% | 6.72K | 456.96K | 0 | 0 |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0% | 6.34K | 431.33K | -285 | -4.30% |
Dec 31, 2023 | WEALTHSPIRE ADVISORS, LLC | 0% | 6.27K | 426.36K | 0 | 0 |
Dec 31, 2023 | SCOTIA CAPITAL INC. | 0% | 5.9K | 401.47K | -600 | -9.23% |
Dec 31, 2023 | WILLIS JOHNSON & ASSOCIATES, INC. | 0% | 5.46K | 371.42K | 0 | 0 |
Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 5.33K | 362.1K | -250 | -4.48% |
Dec 31, 2023 | BAIRD FINANCIAL GROUP, INC. | 0% | 4.82K | 327.42K | 0 | 0 |
Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0% | 4.72K | 321K | -2.32K | -32.95% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0% | 4.6K | 312.8K | 0 | 0 |
Dec 31, 2023 | | 0% | 252 | 16.64K | 0 | 0 |