Mar 31, 2025 | LARSON FINANCIAL GROUP LLC | 0.26% | 43.11K | 14.42M | -2.41K | -5.30% |
Mar 31, 2025 | TRUIST FINANCIAL CORP | 0.27% | 44.93K | 15.03M | 9.54K | +26.95% |
Mar 31, 2025 | ARCHPOINT INVESTORS | 0.27% | 45.42K | 15.19M | 0 | 0 |
Mar 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.27% | 46.3K | 15.49M | 6.2K | +15.46% |
Mar 31, 2025 | ESSEX FINANCIAL SERVICES, INC. | 0.54% | 90.47K | 30.26M | -121 | -0.13% |
Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.57% | 95.42K | 31.91M | -2.31K | -2.36% |
Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 1.01% | 170.92K | 57.17M | 11.21K | +7.02% |
Mar 31, 2025 | ARISTA WEALTH MANAGEMENT, LLC | 1.05% | 177.25K | 59.29M | 8.32K | +4.92% |
Mar 31, 2025 | MERIT FINANCIAL GROUP, LLC | 0.32% | 53.65K | 17.95M | -27 | -0.05% |
Mar 31, 2025 | PRINCIPLE WEALTH PARTNERS LLC | 0.32% | 53.82K | 18M | 1.73K | +3.33% |
Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.32% | 54.41K | 18.2M | -322 | -0.59% |
Mar 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.36% | 61.44K | 20.55M | 38.74K | +170.69% |
Mar 31, 2025 | CORNERSTONE ADVISORY, LLC | 0.37% | 61.72K | 21.4M | -650 | -1.04% |
Mar 31, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.4% | 67.32K | 22.52M | 3.91K | +6.17% |
Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.42% | 70.12K | 23.45M | 3.59K | +5.40% |
Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.52% | 87.87K | 29.39M | -9.2K | -9.48% |
Mar 31, 2025 | ERN FINANCIAL, LLC | 0.6% | 101.34K | 33.9M | -17.33K | -14.60% |
Mar 31, 2025 | TD PRIVATE CLIENT WEALTH LLC | 1.09% | 183.04K | 61.22M | 26.77K | +17.13% |
Mar 31, 2025 | CI PRIVATE WEALTH, LLC | 1.42% | 238.84K | 79.89M | -24.37K | -9.26% |
Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.73% | 291.53K | 97.51M | 34.6K | +13.47% |
Mar 31, 2025 | UBS GROUP AG | 3.26% | 549.64K | 183.84M | 91 | +0.02% |
Mar 31, 2025 | MORGAN STANLEY | 4.46% | 751.29K | 251.29M | 46.43K | +6.59% |
Mar 31, 2025 | CONNECTICUT WEALTH MANAGEMENT, LLC | 0.39% | 65.76K | 22M | 65.76K | +100.00% |
Mar 31, 2025 | JPMORGAN CHASE & CO | 13.93% | 2.35M | 785.18M | -84.76K | -3.49% |
Mar 31, 2025 | GRAVES LIGHT LENHART WEALTH, INC. | 0.19% | 31.69K | 10.6M | 1.76K | +5.88% |
Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.32% | 53.51K | 17.9M | -21.99K | -29.12% |
Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 2.08% | 350.81K | 117.6M | 4.84K | +1.40% |
Mar 31, 2025 | LPL FINANCIAL LLC | 2.94% | 495.03K | 165.58M | -17.18K | -3.35% |
Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 3.39% | 571.36K | 191.11M | -171.57K | -23.09% |
Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.44% | 74.25K | 24.83M | -1.2K | -1.59% |
Mar 31, 2025 | BETTERMENT LLC | 0.2% | 32.95K | 11.02M | 11.35K | +52.57% |
Mar 31, 2025 | RELYEA ZUCKERBERG HANSON LLC | 0.2% | 33.55K | 11.22M | 89 | +0.27% |
Mar 31, 2025 | STORDAHL CAPITAL MANAGEMENT, INC. | 0.29% | 48.52K | 16.23M | 375 | +0.78% |
Mar 31, 2025 | WHEELHOUSE ADVISORY GROUP LLC | 0.3% | 51.18K | 17.12M | 3.67K | +7.73% |
Mar 31, 2025 | ROYAL BANK OF CANADA | 0.44% | 74.76K | 25.01M | -5.58K | -6.94% |
Mar 31, 2025 | IRON HORSE WEALTH MANAGEMENT, LLC | 0.5% | 84.43K | 28.24M | -3.87K | -4.39% |
Mar 31, 2025 | EQUITABLE HOLDINGS, INC. | 0.51% | 85.41K | 28.57M | 5.85K | +7.35% |
Mar 31, 2025 | LIBERTY WEALTH MANAGEMENT LLC | 0.43% | 72.63K | 25.86K | 71.98K | +11,073.08% |
Mar 31, 2025 | SHAKESPEARE WEALTH MANAGEMENT, INC. | 0.62% | 103.91K | 34.76M | 1.95K | +1.91% |
Mar 31, 2025 | JOEL ISAACSON & CO., LLC | 0.73% | 122.87K | 41.1M | 4.79K | +4.06% |
Mar 31, 2025 | COLONY GROUP, LLC | 0.75% | 126.27K | 42.23M | 3.34K | +2.71% |
Mar 31, 2025 | MARINER, LLC | 0.94% | 158.38K | 52.98M | 4.82K | +3.14% |
Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.97% | 163.99K | 54.96M | 22.29K | +15.73% |
Mar 31, 2025 | MIRACLE MILE ADVISORS, LLC | 0.21% | 35.55K | 11.89M | 1 | 0.00% |
Mar 31, 2025 | RFG HOLDINGS, INC. | 0.22% | 37.84K | 12.66M | 3.28K | +9.49% |
Mar 31, 2025 | PETREDIS INVESTMENT ADVISORS LLC | 0.53% | 88.93K | 29.75M | 5.19K | +6.20% |
Mar 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.23% | 38.13K | 12.75M | 1.14K | +3.07% |
Mar 31, 2025 | GRAYPOINT LLC | 0.23% | 38.18K | 12.77M | 30.08K | +371.45% |
Mar 31, 2025 | | 0.23% | 39.17K | 13.1M | 1.57K | +4.18% |
Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.65% | 109.81K | 36.73M | 6.19K | +5.97% |
Mar 31, 2024 | BANK HAPOALIM BM | 0.2% | 33.5K | 10.2M | 33.5K | +100.00% |
Mar 31, 2024 | MUTUAL ADVISORS, LLC | 0.2% | 32.85K | 10.01M | -8.65K | -20.84% |
Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0.18% | 30.22K | 9.21M | 2.71K | +9.85% |
Mar 31, 2024 | MAGNUS FINANCIAL GROUP LLC | 0.18% | 30.16K | 9.19M | -240 | -0.79% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 17.03% | 2.87M | 874.26M | -212.47K | -6.89% |
Mar 31, 2024 | UBS GROUP AG | 3.18% | 536.26K | 163.4M | 4.97K | +0.93% |
Mar 31, 2024 | LPL FINANCIAL LLC | 2.98% | 502.43K | 153.1M | -3.48K | -0.69% |
Mar 31, 2024 | CI PRIVATE WEALTH, LLC | 1.51% | 254.9K | 77.67M | -1.57K | -0.61% |
Mar 31, 2024 | ERN FINANCIAL, LLC | 0.65% | 109.23K | 33.28M | -35 | -0.03% |
Mar 31, 2024 | RELYEA ZUCKERBERG HANSON LLC | 0.19% | 32.28K | 9.84M | 769 | +2.44% |
Mar 31, 2024 | MIRACLE MILE ADVISORS, LLC | 0.21% | 35.55K | 10.83M | 0 | 0 |
Mar 31, 2024 | SHAKESPEARE WEALTH MANAGEMENT, INC. | 0.52% | 87.71K | 26.73M | -1.79K | -2.00% |
Mar 31, 2024 | IRON HORSE WEALTH MANAGEMENT, LLC | 0.49% | 82.16K | 25.03M | 568 | +0.70% |
Mar 31, 2024 | EQUITABLE HOLDINGS, INC. | 0.48% | 81.35K | 24.79M | 993 | +1.24% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.47% | 79.58K | 24.25M | -7.05K | -8.14% |
Mar 31, 2024 | ESSEX FINANCIAL SERVICES, INC. | 0.47% | 79.14K | 24.11M | 1.68K | +2.17% |
Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.47% | 78.86K | 24.03M | 37.68K | +91.49% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.45% | 75.62K | 23.04M | -736 | -0.96% |
Mar 31, 2024 | GRAVES LIGHT LENHART WEALTH, INC. | 0.15% | 25.1K | 7.65M | 2.45K | +10.84% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.15% | 24.71K | 7.53M | 1.38K | +5.92% |
Mar 31, 2024 | RFG HOLDINGS, INC. | 0.15% | 24.7K | 7.53M | 24.7K | +100.00% |
Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.14% | 23.39K | 7.13M | -9.87K | -29.69% |
Mar 31, 2024 | STRATEGIES WEALTH ADVISORS, LLC | 0.14% | 22.89K | 6.98M | -13 | -0.06% |
Mar 31, 2024 | BELVEDERE TRADING LLC | 0.12% | 20.5K | 6.25M | 8.8K | +75.21% |
Mar 31, 2024 | BETTERMENT LLC | 0.12% | 20.5K | 6.25M | -1.13K | -5.22% |
Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 0.12% | 20.05K | 6.11M | 1.41K | +7.58% |
Mar 31, 2024 | COZAD ASSET MANAGEMENT INC | 0.12% | 19.92K | 6.07M | 534 | +2.75% |
Mar 31, 2024 | ROYAL FUND MANAGEMENT, LLC | 0.12% | 19.79K | 6.04M | -865 | -4.19% |
Mar 31, 2024 | MORGAN STANLEY | 3.85% | 647.97K | 197.44M | 28.88K | +4.67% |
Mar 31, 2024 | CRESSET ASSET MANAGEMENT, LLC | 0.19% | 32.76K | 9.98M | -86 | -0.26% |
Mar 31, 2024 | PETREDIS INVESTMENT ADVISORS LLC | 0.19% | 31.67K | 9.65M | -273 | -0.85% |
Mar 31, 2024 | CAPROCK GROUP, LLC | 0.19% | 31.44K | 9.58M | -21 | -0.07% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 3.55% | 597.33K | 182.01M | -32.09K | -5.10% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 2.41% | 406.25K | 123.77M | -2.74K | -0.67% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 1.3% | 218.75K | 66.65M | 12.22K | +5.91% |
Mar 31, 2024 | MARINER, LLC | 0.91% | 152.73K | 46.54M | -3.39K | -2.17% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.82% | 138.21K | 42.11M | 8.01K | +6.15% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.7% | 117.35K | 35.84M | -10.6K | -8.28% |
Mar 31, 2024 | COLONY GROUP, LLC | 0.66% | 110.45K | 33.66M | 109.23K | +8,953.61% |
Mar 31, 2024 | JOEL ISAACSON & CO., LLC | 0.61% | 102.97K | 31.38M | 6.21K | +6.41% |
Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.59% | 99.5K | 30.32M | -1.41K | -1.40% |
Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.58% | 97.97K | 29.85M | 3.4K | +3.59% |
Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 0.45% | 75.13K | 22.89M | -9.01K | -10.71% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.44% | 73.66K | 22.45M | 73.66K | +100.00% |
Mar 31, 2024 | CONNECTICUT WEALTH MANAGEMENT, LLC | 0.41% | 68.59K | 20.9M | -778 | -1.12% |
Mar 31, 2024 | GLOBAL ASSETS ADVISORY, LLC | 0.37% | 62.25K | 204K | 62.25K | +100.00% |
Mar 31, 2024 | PRIVATE ADVISOR GROUP, LLC | 0.36% | 60.24K | 18.36M | -2.49K | -3.96% |
Mar 31, 2024 | CETERA ADVISORS LLC | 0.35% | 59.01K | 17.98M | 33.93K | +135.28% |
Mar 31, 2024 | GRAYHAWK INVESTMENT STRATEGIES INC. | 0.35% | 58.6K | 17.85M | -12.4K | -17.46% |
Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.33% | 55.92K | 17.04M | -2.47K | -4.23% |
Mar 31, 2024 | STORDAHL CAPITAL MANAGEMENT, INC. | 0.32% | 53.34K | 16.25M | -4 | -0.01% |
Mar 31, 2024 | MERIT FINANCIAL GROUP, LLC | 0.31% | 51.62K | 15.52M | -116 | -0.22% |
Mar 31, 2024 | PRINCIPLE WEALTH PARTNERS LLC | 0.3% | 51.15K | 15.59M | 659 | +1.31% |
Mar 31, 2024 | LARSON FINANCIAL GROUP LLC | 0.3% | 50.23K | 15.3M | -302 | -0.60% |
Mar 31, 2024 | ARCHPOINT INVESTORS | 0.27% | 45.42K | 13.84M | 45.42K | +100.00% |
Mar 31, 2024 | ARISTA WEALTH MANAGEMENT, LLC | 0.26% | 44.2K | 13.47M | -8.68K | -16.41% |
Mar 31, 2024 | WHEELHOUSE ADVISORY GROUP LLC | 0.26% | 43.07K | 13.12M | 1.73K | +4.18% |
Mar 31, 2024 | FIFTH THIRD SECURITIES, INC. | 0.22% | 37.51K | 11.43M | -1.32K | -3.39% |
Mar 31, 2024 | CORNERSTONE ADVISORY, LLC | 0.22% | 36.26K | 11.05M | 6.36K | +21.27% |
Mar 31, 2024 | TRUIST FINANCIAL CORP | 0.21% | 35.73K | 10.89M | 1.2K | +3.48% |
Dec 31, 2023 | JPMORGAN CHASE & CO | 18.29% | 3.08M | 834.48M | -6.88K | -0.22% |
Dec 31, 2023 | | 0.17% | 29.49K | 12.69M | 29.49K | +100.00% |
Dec 31, 2023 | CORNERSTONE ADVISORY, LLC | 0.18% | 29.9K | 8.1M | -36 | -0.12% |
Dec 31, 2023 | MAGNUS FINANCIAL GROUP LLC | 0.18% | 30.4K | 8.23M | -211 | -0.69% |
Dec 31, 2023 | TWO SIGMA INVESTMENTS, LP | 0.19% | 31.3K | 8.48M | 5.5K | +21.32% |
Dec 31, 2023 | CAPROCK GROUP, LLC | 0.19% | 31.46K | 8.52M | 80 | +0.26% |
Dec 31, 2023 | RELYEA ZUCKERBERG HANSON LLC | 0.19% | 31.51K | 8.53M | 797 | +2.59% |
Dec 31, 2023 | PORTFOLIO STRATEGIES, INC. | 0.19% | 31.69K | 8.56M | -3.07K | -8.84% |
Dec 31, 2023 | PETREDIS INVESTMENT ADVISORS LLC | 0.19% | 31.95K | 8.65M | -318 | -0.99% |
Dec 31, 2023 | CRESSET ASSET MANAGEMENT, LLC | 0.19% | 32.85K | 8.9M | 5.95K | +22.12% |
Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.2% | 33.26K | 9.01M | 6.64K | +24.96% |
Dec 31, 2023 | TRUIST FINANCIAL CORP | 0.2% | 34.53K | 9.35M | -674 | -1.91% |
Dec 31, 2023 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.21% | 34.93K | 129K | 34.93K | +100.00% |
Dec 31, 2023 | MIRACLE MILE ADVISORS, LLC | 0.21% | 35.55K | 9.63M | -30 | -0.08% |
Dec 31, 2023 | FIFTH THIRD SECURITIES, INC. | 0.23% | 38.83K | 10.51M | -3.45K | -8.15% |
Dec 31, 2023 | CETERA INVESTMENT ADVISERS | 0.24% | 41.18K | 11.15M | 112 | +0.27% |
Dec 31, 2023 | MUTUAL ADVISORS, LLC | 0.25% | 41.5K | 11.24M | 38.61K | +1,336.12% |
Dec 31, 2023 | PRINCIPLE WEALTH PARTNERS LLC | 0.3% | 50.49K | 13.67M | 379 | +0.76% |
Dec 31, 2023 | LARSON FINANCIAL GROUP LLC | 0.3% | 50.53K | 13.68M | -742 | -1.45% |
Dec 31, 2023 | MERIT FINANCIAL GROUP, LLC | 0.31% | 51.73K | 14.01M | -685 | -1.31% |
Dec 31, 2023 | ARISTA WEALTH MANAGEMENT, LLC | 0.31% | 52.88K | 14.32M | 45.44K | +611.19% |
Dec 31, 2023 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.32% | 53.17K | 14.4M | 3.21K | +6.43% |
Dec 31, 2023 | STORDAHL CAPITAL MANAGEMENT, INC. | 0.32% | 53.35K | 14.45M | 278 | +0.52% |
Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.35% | 58.4K | 15.81M | -1.57K | -2.62% |
Dec 31, 2023 | PRIVATE ADVISOR GROUP, LLC | 0.37% | 62.73K | 16.99M | 864 | +1.40% |
Dec 31, 2023 | CONNECTICUT WEALTH MANAGEMENT, LLC | 0.41% | 69.37K | 18.78M | -262 | -0.38% |
Dec 31, 2023 | GRAYHAWK INVESTMENT STRATEGIES INC. | 0.42% | 71K | 19.23M | 71K | +100.00% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.45% | 76.35K | 20.68M | 854 | +1.13% |
Dec 31, 2023 | ESSEX FINANCIAL SERVICES, INC. | 0.46% | 77.46K | 20.97M | 1.92K | +2.54% |
Dec 31, 2023 | EQUITABLE HOLDINGS, INC. | 0.48% | 80.36K | 21.76M | 1.42K | +1.79% |
Dec 31, 2023 | IRON HORSE WEALTH MANAGEMENT, LLC | 0.48% | 81.59K | 22.09M | 2.56K | +3.24% |
Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 0.5% | 84.15K | 22.79M | 46.25K | +122.04% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.51% | 86.63K | 23.46M | 5.33K | +6.55% |
Dec 31, 2023 | SHAKESPEARE WEALTH MANAGEMENT, INC. | 0.53% | 89.51K | 24.24M | 2.47K | +2.83% |
Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.56% | 94.57K | 25.61M | 4.63K | +5.15% |
Dec 31, 2023 | JOEL ISAACSON & CO., LLC | 0.57% | 96.76K | 26.2M | 6.23K | +6.88% |
Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.6% | 100.91K | 27.33M | -2.75K | -2.65% |
Dec 31, 2023 | WADE G W & INC | 0.63% | 106.44K | 28.82M | 1.95K | +1.86% |
Dec 31, 2023 | ERN FINANCIAL, LLC | 0.65% | 109.26K | 30.08M | 1.49K | +1.38% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.76% | 127.94K | 34.72M | -21.48K | -14.37% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.77% | 130.2K | 35.26M | -457 | -0.35% |
Dec 31, 2023 | MARINER, LLC | 0.93% | 156.11K | 42.27M | 70.25K | +81.82% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 1.23% | 206.53K | 55.93M | 94.74K | +84.74% |
Dec 31, 2023 | CI PRIVATE WEALTH, LLC | 1.52% | 256.47K | 69.45M | -382.58K | -59.87% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 2.43% | 409K | 110.76M | -13.49K | -3.19% |
Dec 31, 2023 | LPL FINANCIAL LLC | 3% | 505.91K | 137M | 67.98K | +15.52% |
Dec 31, 2023 | UBS GROUP AG | 3.15% | 531.3K | 143.87M | 4.66K | +0.88% |
Dec 31, 2023 | MORGAN STANLEY | 3.67% | 619.08K | 167.64M | 28.43K | +4.81% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 3.74% | 629.41K | 170.44M | 90.78K | +16.85% |