Mar 31, 2024 | PGIM CUSTOM HARVEST LLC | 0.95% | 187.75K | 59.65M | 61.22K | +48.39% |
Mar 31, 2024 | FINANCIAL FREEDOM, LLC | 0.1% | 20.42K | 6.49M | 194 | +0.96% |
Mar 31, 2024 | PRAETORIAN WEALTH MANAGEMENT, INC. | 0.09% | 20.01K | 6.36M | 989 | +5.20% |
Mar 31, 2024 | CI PRIVATE WEALTH, LLC | 0.09% | 19.28K | 6.13M | -2.14K | -9.99% |
Mar 31, 2024 | CLARITY WEALTH ADVISORS, LLC | 0.09% | 19.09K | 6.06M | -1.02K | -5.09% |
Mar 31, 2024 | PARK NATIONAL CORP /OH/ | 0.09% | 18.47K | 5.87M | -1K | -5.14% |
Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0.09% | 18.43K | 5.86M | 1.11K | +6.40% |
Mar 31, 2024 | UBS GROUP AG | 1.91% | 402.64K | 127.93M | -29.86K | -6.90% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 1.65% | 349K | 110.89M | 172.58K | +97.83% |
Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.83% | 174.38K | 55.41M | 5.78K | +3.43% |
Mar 31, 2024 | LPL FINANCIAL LLC | 0.69% | 145.33K | 46.18M | -1.33K | -0.91% |
Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.49% | 103.73K | 32.96M | 7.76K | +8.09% |
Mar 31, 2024 | M&T BANK CORP | 0.48% | 94.53K | 30.04M | -1.72K | -1.78% |
Mar 31, 2024 | KCM INVESTMENT ADVISORS LLC | 0.42% | 83.68K | 26.59M | 2.12K | +2.60% |
Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.42% | 82.83K | 26.32M | 65.47K | +377.09% |
Mar 31, 2024 | AUTO-OWNERS INSURANCE CO | 0.41% | 80.7K | 25.61M | 0 | 0 |
Mar 31, 2024 | SPIRE WEALTH MANAGEMENT | 0.38% | 75.98K | 60.64M | -1.15K | -1.49% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.36% | 70.88K | 22.52M | 70.88K | +100.00% |
Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.35% | 73.88K | 23.47M | 641 | +0.88% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.29% | 61.95K | 19.68M | -22.41K | -26.56% |
Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.29% | 60.72K | 19.29M | -3.89K | -6.02% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.29% | 60.28K | 19.15M | -269 | -0.44% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.25% | 52.98K | 16.83M | 7.56K | +16.63% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.25% | 52.36K | 16.67M | -1.49K | -2.77% |
Mar 31, 2024 | GRIMES & COMPANY, INC. | 0.25% | 48.88K | 15.53M | -2.22K | -4.34% |
Mar 31, 2024 | STRATOS WEALTH PARTNERS, LTD. | 0.22% | 43.4K | 13.79M | -1.77K | -3.91% |
Mar 31, 2024 | ATRIA WEALTH SOLUTIONS, INC. | 0.21% | 41.4K | 13.15M | 17.48K | +73.05% |
Mar 31, 2024 | CAPTRUST FINANCIAL ADVISORS | 0.2% | 39.8K | 12.65M | -1.66K | -3.99% |
Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.2% | 39.8K | 12.64M | 22.38K | +128.56% |
Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.19% | 39.66K | 12.6M | 6.98K | +21.36% |
Mar 31, 2024 | ADAPTIVE FINANCIAL CONSULTING, LLC | 0.18% | 36.03K | 11.45M | 364 | +1.02% |
Mar 31, 2024 | MARINER, LLC | 0.18% | 35.9K | 11.41M | 1.37K | +3.98% |
Mar 31, 2024 | TRUST CO OF OKLAHOMA | 0.17% | 32.97K | 10.48M | -378 | -1.13% |
Mar 31, 2024 | HOBART PRIVATE CAPITAL, LLC | 0.16% | 32.41K | 10.3M | -353 | -1.08% |
Mar 31, 2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.15% | 30K | 9.53M | 64 | +0.21% |
Mar 31, 2024 | CETERA ADVISORS LLC | 0.15% | 29.99K | 9.53M | 27.21K | +981.32% |
Mar 31, 2024 | EXECUTIVE WEALTH GROUP LLC | 0.15% | 29.33K | 9.05M | 19.56K | +200.14% |
Mar 31, 2024 | LIDO ADVISORS, LLC | 0.14% | 28.42K | 9.03M | 2.6K | +10.05% |
Mar 31, 2024 | STRENGTHENING FAMILIES & COMMUNITIES, LLC | 0.14% | 27.44K | 8.72K | 1.94K | +7.62% |
Mar 31, 2024 | MASSMUTUAL TRUST CO FSB/ADV | 0.14% | 27.42K | 8.71M | 603 | +2.25% |
Mar 31, 2024 | BAILARD, INC. | 0.13% | 26.37K | 8.38M | -906 | -3.32% |
Mar 31, 2024 | HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 0.13% | 25.3K | 8.04M | 0 | 0 |
Mar 31, 2024 | CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS | 0.12% | 24.18K | 7.68M | 0 | 0 |
Mar 31, 2024 | EXCHANGE CAPITAL MANAGEMENT, INC. | 0.12% | 23.96K | 7.61M | 132 | +0.55% |
Mar 31, 2024 | SALOMON & LUDWIN, LLC | 0.11% | 22.7K | 7.21M | -322 | -1.40% |
Mar 31, 2024 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.11% | 22.19K | 7.05M | 11.8K | +113.61% |
Mar 31, 2024 | EP WEALTH ADVISORS, LLC | 0.11% | 21.86K | 6.95M | 18.81K | +616.32% |
Mar 31, 2024 | AVANTAX ADVISORY SERVICES, INC. | 0.11% | 21.57K | 6.85M | 3.61K | +20.09% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 5.44% | 1.15M | 364.47M | 166.04K | +16.92% |
Mar 31, 2024 | MORGAN STANLEY | 1.82% | 383.93K | 121.99M | -873 | -0.23% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 1.56% | 330.16K | 104.9M | 18.19K | +5.83% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 2.97% | 626.8K | 199.15M | -112.94K | -15.27% |
Mar 31, 2024 | BEACON CAPITAL MANAGEMENT, INC. | 2.61% | 517.41K | 163.36M | 363.3K | +235.75% |
Mar 31, 2024 | TRUIST FINANCIAL CORP | 0.33% | 64.93K | 20.63M | 7.48K | +13.02% |
Mar 31, 2024 | FULL SAIL CAPITAL, LLC | 0.32% | 63.37K | 20.13M | -3.67K | -5.48% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.31% | 64.76K | 20.59M | -15.1K | -18.91% |
Mar 31, 2024 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.11% | 22.92K | 7.28M | 20.26K | +761.26% |
Mar 31, 2024 | POLIANTA LTD | 0.1% | 21.4K | 6.8M | 21.4K | +100.00% |
Mar 31, 2024 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 0.1% | 21.31K | 6.76M | 390 | +1.86% |
Mar 31, 2024 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.1% | 21.01K | 6.67M | 1.5K | +7.69% |
Dec 31, 2023 | JPMORGAN CHASE & CO | 3.96% | 739.75K | 225.29M | 143.25K | +24.01% |
Dec 31, 2023 | UBS GROUP AG | 2.31% | 432.49K | 131.72M | 10.24K | +2.42% |
Dec 31, 2023 | MORGAN STANLEY | 2.06% | 384.81K | 117.19M | 12.83K | +3.45% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 1.67% | 311.97K | 95.01M | -50.42K | -13.91% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.94% | 176.41K | 53.73M | -222.71K | -55.80% |
Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.9% | 168.6K | 51.35M | 63.75K | +60.80% |
Dec 31, 2023 | BEACON CAPITAL MANAGEMENT, INC. | 0.82% | 154.1K | 46.93M | -560.13K | -78.42% |
Dec 31, 2023 | LPL FINANCIAL LLC | 0.78% | 146.66K | 44.67M | 4.53K | +3.19% |
Dec 31, 2023 | M&T BANK CORP | 0.52% | 96.25K | 29.31M | -1.77K | -1.80% |
Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.51% | 95.97K | 29.23M | 4.03K | +4.38% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.45% | 84.36K | 25.69M | 9.12K | +12.12% |
Dec 31, 2023 | KCM INVESTMENT ADVISORS LLC | 0.44% | 81.56K | 24.84M | 1.38K | +1.72% |
Dec 31, 2023 | AUTO-OWNERS INSURANCE CO | 0.43% | 80.7K | 24.56M | 0 | 0 |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.43% | 79.86K | 24.34M | -142.76K | -64.13% |
Dec 31, 2023 | SPIRE WEALTH MANAGEMENT | 0.41% | 77.13K | 23M | 22.68K | +41.64% |
Dec 31, 2023 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.4% | 75.08K | 247K | 75.08K | +100.00% |
Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.39% | 73.24K | 22.3M | -3.47K | -4.52% |
Dec 31, 2023 | FULL SAIL CAPITAL, LLC | 0.36% | 67.04K | 20.42M | -41.9K | -38.46% |
Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.35% | 64.6K | 19.68M | -2.01K | -3.01% |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.32% | 60.55K | 18.44M | 662 | +1.11% |
Dec 31, 2023 | TRUIST FINANCIAL CORP | 0.31% | 57.45K | 17.49M | 1.16K | +2.05% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.29% | 53.85K | 16.4M | 67 | +0.12% |
Dec 31, 2023 | GRIMES & COMPANY, INC. | 0.27% | 51.1K | 15.56M | 51.1K | +100.00% |
Dec 31, 2023 | AMERITAS ADVISORY SERVICES, LLC | 0.24% | 45.56K | 13.88M | 36.09K | +381.17% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.24% | 45.43K | 13.84M | 1.29K | +2.92% |
Dec 31, 2023 | STRATOS WEALTH PARTNERS, LTD. | 0.24% | 45.16K | 13.75M | -1.49K | -3.19% |
Dec 31, 2023 | CAPTRUST FINANCIAL ADVISORS | 0.22% | 41.46K | 12.63M | -1.77K | -4.09% |
Dec 31, 2023 | ADAPTIVE FINANCIAL CONSULTING, LLC | 0.19% | 35.67K | 10.86M | -294 | -0.82% |
Dec 31, 2023 | MARINER, LLC | 0.18% | 34.53K | 10.52M | -1.1K | -3.08% |
Dec 31, 2023 | TRUST CO OF OKLAHOMA | 0.18% | 33.35K | 10.16M | -609 | -1.79% |
Dec 31, 2023 | HOBART PRIVATE CAPITAL, LLC | 0.18% | 32.76K | 9.98M | -7.67K | -18.97% |
Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.17% | 32.68K | 9.95M | -3.53K | -9.74% |
Dec 31, 2023 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.16% | 29.94K | 9.12M | -15 | -0.05% |
Dec 31, 2023 | BAILARD, INC. | 0.15% | 27.28K | 8.31M | -90 | -0.33% |
Dec 31, 2023 | MASSMUTUAL TRUST CO FSB/ADV | 0.14% | 26.82K | 8.17M | 521 | +1.98% |
Dec 31, 2023 | LIDO ADVISORS, LLC | 0.14% | 25.82K | 7.86M | 23.41K | +972.34% |
Dec 31, 2023 | STRENGTHENING FAMILIES & COMMUNITIES, LLC | 0.14% | 25.5K | 7.77M | 1.55K | +6.49% |
Dec 31, 2023 | HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 0.14% | 25.3K | 7.71M | 0 | 0 |
Dec 31, 2023 | CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS | 0.13% | 24.18K | 7.36M | 0 | 0 |
Dec 31, 2023 | ATRIA WEALTH SOLUTIONS, INC. | 0.13% | 23.93K | 7.29M | -18.12K | -43.09% |
Dec 31, 2023 | EXCHANGE CAPITAL MANAGEMENT, INC. | 0.13% | 23.83K | 7.26M | 1.24K | +5.50% |
Dec 31, 2023 | SALOMON & LUDWIN, LLC | 0.12% | 23.02K | 6.2M | 0 | 0 |
Dec 31, 2023 | AE WEALTH MANAGEMENT LLC | 0.12% | 22.4K | 6.61M | -1.63K | -6.78% |
Dec 31, 2023 | CI PRIVATE WEALTH, LLC | 0.11% | 21.42K | 6.52M | 1.04K | +5.09% |
Dec 31, 2023 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 0.11% | 20.92K | 6.37M | 685 | +3.39% |
Dec 31, 2023 | FINANCIAL FREEDOM, LLC | 0.11% | 20.23K | 6.16M | -182 | -0.89% |
Dec 31, 2023 | CLARITY WEALTH ADVISORS, LLC | 0.11% | 20.11K | 6.12M | -604 | -2.92% |
Dec 31, 2023 | CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.11% | 19.81K | 6.03M | 7.84K | +65.48% |
Dec 31, 2023 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.1% | 19.51K | 5.94M | -725 | -3.58% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 5.25% | 981.08K | 298.79M | 78.08K | +8.65% |