Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 17.4% | 42.12M | 14.5B | 1.78M | +4.41% |
Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 0.17% | 416.75K | 143.44M | 28.3K | +7.28% |
Mar 31, 2024 | PRIVATE ADVISOR GROUP, LLC | 0.16% | 398.76K | 137.25M | 9.2K | +2.36% |
Mar 31, 2024 | CITIGROUP INC | 0.16% | 381.95K | 131.49M | 27.86K | +7.87% |
Mar 31, 2024 | WOODMONT INVESTMENT COUNSEL LLC | 0.16% | 381.79K | 131.41M | 8.49K | +2.27% |
Mar 31, 2024 | INVICTUS PRIVATE WEALTH, LLC | 0.16% | 375.39K | 129.21M | 2.33K | +0.62% |
Mar 31, 2024 | JONES FINANCIAL COMPANIES LLLP | 7.64% | 18.48M | 6.36B | -753.91K | -3.92% |
Mar 31, 2024 | MORGAN STANLEY | 5.47% | 13.25M | 4.56B | 369.46K | +2.87% |
Mar 31, 2024 | FINANCIAL ENGINES ADVISORS L.L.C. | 3.7% | 8.95M | 3.08B | -831.31K | -8.50% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 3.48% | 8.42M | 2.9B | -402.62K | -4.57% |
Mar 31, 2024 | LPL FINANCIAL LLC | 1.95% | 4.73M | 1.63B | 115.75K | +2.51% |
Mar 31, 2024 | TIAA TRUST, NATIONAL ASSOCIATION | 1.46% | 3.54M | 1.22B | 122.03K | +3.57% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 1.43% | 3.46M | 1.19B | 116.86K | +3.50% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 1.37% | 3.31M | 1.14B | 66.08K | +2.04% |
Mar 31, 2024 | FMR LLC | 1.21% | 2.92M | 1.01B | -49.5K | -1.67% |
Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.84% | 2.03M | 698.21M | 192.58K | +10.49% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.79% | 1.9M | 655.38M | -18.76K | -0.98% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.73% | 1.78M | 612.04M | 1.78M | +100.00% |
Mar 31, 2024 | D.A. DAVIDSON & CO. | 0.73% | 1.76M | 606.68M | -164.15K | -8.52% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.39% | 935.7K | 322.07M | -18.2K | -1.91% |
Mar 31, 2024 | BALENTINE LLC | 0.72% | 1.74M | 599.79M | 522.13K | +42.78% |
Mar 31, 2024 | SEI INVESTMENTS CO | 0.66% | 1.59M | 546.09M | -24.65K | -1.53% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 0.65% | 1.58M | 544.25M | 92.2K | +6.19% |
Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 0.63% | 1.52M | 523.64M | -866.46K | -36.29% |
Mar 31, 2024 | MARINER, LLC | 0.61% | 1.48M | 510.63M | 95.4K | +6.87% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.55% | 1.34M | 459.64M | -2.7K | -0.20% |
Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.52% | 1.25M | 430.67M | -2.27K | -0.18% |
Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.43% | 1.04M | 356.67M | 552.44K | +114.19% |
Mar 31, 2024 | MISSION WEALTH MANAGEMENT, LP | 0.43% | 1.03M | 354.38M | 54.49K | +5.59% |
Mar 31, 2024 | CHOREO, LLC | 0.4% | 980.05K | 337.33M | 26K | +2.73% |
Mar 31, 2024 | TRUIST FINANCIAL CORP | 0.4% | 973.14K | 334.95M | -160.04K | -14.12% |
Mar 31, 2024 | MODERA WEALTH MANAGEMENT, LLC | 0.4% | 964.99K | 332.15M | 42.35K | +4.59% |
Mar 31, 2024 | WELLSPRING FINANCIAL ADVISORS, LLC | 0.39% | 944.78K | 8.38M | -835 | -0.09% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.37% | 888.35K | 305.9M | -276.53K | -23.74% |
Mar 31, 2024 | CAPTRUST FINANCIAL ADVISORS | 0.36% | 872.03K | 300.15M | -40.93K | -4.48% |
Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0.31% | 747.65K | 257.34M | 14.44K | +1.97% |
Mar 31, 2024 | NORTHEAST FINANCIAL CONSULTANTS INC | 0.31% | 739K | 254.36M | 37K | +5.27% |
Mar 31, 2024 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.3% | 714.06K | 245.78M | 59.5K | +9.09% |
Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.29% | 693.34K | 238.68M | -1.48K | -0.21% |
Mar 31, 2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.28% | 681.28K | 234.5M | -30.41K | -4.27% |
Mar 31, 2024 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 0.28% | 666.41K | 229.38M | 2.82K | +0.42% |
Mar 31, 2024 | EQUITABLE HOLDINGS, INC. | 0.27% | 659.85K | 227.12M | -3.21K | -0.48% |
Mar 31, 2024 | MERIT FINANCIAL GROUP, LLC | 0.27% | 643.52K | 218.15M | -48.27K | -6.98% |
Mar 31, 2024 | CI PRIVATE WEALTH, LLC | 0.26% | 637.29K | 219.35M | -6.66K | -1.03% |
Mar 31, 2024 | WAVERLY ADVISORS, LLC | 0.24% | 591.07K | 203.45M | 10.67K | +1.84% |
Mar 31, 2024 | MATHER GROUP, LLC. | 0.24% | 569.27K | 176.97M | -3.22K | -0.56% |
Mar 31, 2024 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.23% | 558.63K | 192.28M | -41.27K | -6.88% |
Mar 31, 2024 | CULLEN/FROST BANKERS, INC. | 0.23% | 553.01K | 190.35M | 4.17K | +0.76% |
Mar 31, 2024 | UBS GROUP AG | 2.27% | 5.5M | 1.89B | -20.47K | -0.37% |
Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.65% | 1.58M | 545.52M | 22.49K | +1.44% |
Mar 31, 2024 | PERFROMANCE WEALTH PARTNERS, LLC | 0.51% | 1.23M | 424.69M | 59.23K | +5.04% |
Mar 31, 2024 | EP WEALTH ADVISORS, LLC | 1.2% | 2.91M | 1B | 17.61K | +0.61% |
Mar 31, 2024 | MILL CREEK CAPITAL ADVISORS, LLC | 1.09% | 2.65M | 912.29M | 169.67K | +6.84% |
Mar 31, 2024 | ADVISER INVESTMENTS LLC | 1.08% | 2.61M | 897.41M | -126.97K | -4.64% |
Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.99% | 2.4M | 826.63M | -16.94K | -0.70% |
Mar 31, 2024 | ASSETMARK, INC | 0.22% | 539.86K | 185.82M | 74.62K | +16.04% |
Mar 31, 2024 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.21% | 498.01K | 171.42M | -1.18K | -0.24% |
Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.19% | 461.18K | 158.74M | 11.73K | +2.61% |
Mar 31, 2024 | TRUEPOINT, INC. | 0.19% | 448.52K | 154.38M | -18.32K | -3.92% |
Mar 31, 2024 | WALDRON PRIVATE WEALTH LLC | 0.18% | 446K | 153.51M | 4.03K | +0.91% |
Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.18% | 433.6K | 149.25M | 9.13K | +2.15% |
Mar 31, 2024 | CWM, LLC | 0.18% | 425.34K | 146.4M | 63.95K | +17.70% |
Dec 31, 2023 | JONES FINANCIAL COMPANIES LLLP | 7.95% | 19.24M | 5.98B | 1.3M | +7.26% |
Dec 31, 2023 | MORGAN STANLEY | 5.32% | 12.88M | 4B | 627.83K | +5.12% |
Dec 31, 2023 | FINANCIAL ENGINES ADVISORS L.L.C. | 4.04% | 9.78M | 3.04B | -339.13K | -3.35% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 3.64% | 8.82M | 2.74B | -376.57K | -4.09% |
Dec 31, 2023 | UBS GROUP AG | 2.28% | 5.52M | 1.72B | 196.36K | +3.69% |
Dec 31, 2023 | LPL FINANCIAL LLC | 1.91% | 4.61M | 1.43B | 129.83K | +2.90% |
Dec 31, 2023 | | 1.41% | 3.42M | 1.06B | 44.93K | +1.33% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 1.38% | 3.34M | 1.04B | 318.55K | +10.55% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 1.34% | 3.24M | 1.01B | 134.84K | +4.34% |
Dec 31, 2023 | FMR LLC | 1.23% | 2.97M | 923.32M | -103.25K | -3.36% |
Dec 31, 2023 | EP WEALTH ADVISORS, LLC | 1.2% | 2.89M | 899.62M | 59.96K | +2.12% |
Dec 31, 2023 | ADVISER INVESTMENTS LLC | 1.13% | 2.73M | 850.01M | 15.53K | +0.57% |
Dec 31, 2023 | MILL CREEK CAPITAL ADVISORS, LLC | 1.02% | 2.48M | 771.23M | -5.52K | -0.22% |
Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 1% | 2.42M | 751.87M | -30.11K | -1.23% |
Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 0.99% | 2.39M | 742.31M | 815.44K | +51.86% |
Dec 31, 2023 | D.A. DAVIDSON & CO. | 0.8% | 1.93M | 598.98M | -23.2K | -1.19% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.79% | 1.92M | 597.77M | 31.36K | +1.66% |
Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.76% | 1.84M | 570.75M | -61.84K | -3.26% |
Dec 31, 2023 | SEI INVESTMENTS CO | 0.67% | 1.61M | 500.89M | -59.74K | -3.58% |
Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.65% | 1.56M | 485.71M | 9.21K | +0.59% |
Dec 31, 2023 | JPMORGAN CHASE & CO | 0.62% | 1.49M | 462.91M | 687.56K | +85.79% |
Dec 31, 2023 | MARINER, LLC | 0.57% | 1.39M | 431.54M | 61.95K | +4.67% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.55% | 1.34M | 415.99M | 85.08K | +6.79% |
Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.52% | 1.25M | 389.66M | 80.64K | +6.88% |
Dec 31, 2023 | BALENTINE LLC | 0.5% | 1.22M | 379.41M | 307.72K | +33.72% |
Dec 31, 2023 | PERFROMANCE WEALTH PARTNERS, LLC | 0.49% | 1.17M | 365.16M | 64.33K | +5.79% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.48% | 1.16M | 362.38M | -442.09K | -27.51% |
Dec 31, 2023 | TRUIST FINANCIAL CORP | 0.47% | 1.13M | 352.28M | 57.28K | +5.32% |
Dec 31, 2023 | MISSION WEALTH MANAGEMENT, LP | 0.4% | 975.08K | 303.13M | 6.92K | +0.72% |
Dec 31, 2023 | CHOREO, LLC | 0.39% | 954.05K | 296.59M | -7.37K | -0.77% |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.39% | 953.9K | 296.55M | 64.93K | +7.30% |
Dec 31, 2023 | WELLSPRING FINANCIAL ADVISORS, LLC | 0.39% | 945.62K | 7.92M | -183 | -0.02% |
Dec 31, 2023 | MODERA WEALTH MANAGEMENT, LLC | 0.38% | 922.64K | 286.83M | 80.27K | +9.53% |
Dec 31, 2023 | CAPTRUST FINANCIAL ADVISORS | 0.38% | 912.96K | 283.82M | 5.59K | +0.62% |
Dec 31, 2023 | MML INVESTORS SERVICES, LLC | 0.3% | 733.21K | 227.94M | 49.77K | +7.28% |
Dec 31, 2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.29% | 711.69K | 221.25M | -67.8K | -8.70% |
Dec 31, 2023 | NORTHEAST FINANCIAL CONSULTANTS INC | 0.29% | 702K | 218.24M | 22.35K | +3.29% |
Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.29% | 694.82K | 216.03M | 7.24K | +1.05% |
Dec 31, 2023 | MERIT FINANCIAL GROUP, LLC | 0.29% | 691.79K | 215.06M | 9.42K | +1.38% |
Dec 31, 2023 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 0.27% | 663.59K | 206.3M | -7.68K | -1.14% |
Dec 31, 2023 | EQUITABLE HOLDINGS, INC. | 0.27% | 663.06K | 206.13M | -21.9K | -3.20% |
Dec 31, 2023 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.27% | 654.56K | 203.49M | 3.99K | +0.61% |
Dec 31, 2023 | CI PRIVATE WEALTH, LLC | 0.27% | 643.95K | 200.19M | -27.15K | -4.05% |
Dec 31, 2023 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.25% | 599.91K | 186.5M | -375.89K | -38.52% |
Dec 31, 2023 | WAVERLY ADVISORS, LLC | 0.24% | 580.4K | 180.44M | 41.34K | +7.67% |
Dec 31, 2023 | MONETA GROUP INVESTMENT ADVISORS LLC | 0.24% | 574.1K | 178.47M | 31.79K | +5.86% |
Dec 31, 2023 | MATHER GROUP, LLC. | 0.24% | 572.48K | 177.97M | 12.33K | +2.20% |
Dec 31, 2023 | CULLEN/FROST BANKERS, INC. | 0.23% | 548.84K | 170.62M | 44.28K | +8.78% |
Dec 31, 2023 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.21% | 499.19K | 155.19M | 8.85K | +1.80% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 16.67% | 40.34M | 12.54B | 1.28M | +3.28% |