Mar 31, 2024 | FMR LLC | 0.08% | 1.8K | 182.94K | 300 | +20.01% |
Mar 31, 2024 | RODGERS & ASSOCIATES, LTD | 1.56% | 30.12K | 3.06M | -3.17K | -9.52% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 1.2% | 25.81K | 2.62M | -58 | -0.22% |
Mar 31, 2024 | PACIFIC SUN FINANCIAL CORP | 1.09% | 20.95K | 2.13M | 0 | 0 |
Mar 31, 2024 | EP WEALTH ADVISORS, LLC | 1.08% | 20.74K | 2.11M | 0 | 0 |
Mar 31, 2024 | NWAM LLC | 0.87% | 16.77K | 1.66M | -746 | -4.26% |
Mar 31, 2024 | WELL DONE, LLC | 0.86% | 16.6K | 1.69M | 0 | 0 |
Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0.66% | 12.75K | 1.3M | -4.47K | -25.96% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.58% | 12.49K | 1.27M | -2.12K | -14.49% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.46% | 9.83K | 999.57K | -229 | -2.28% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.26% | 5.53K | 562.75K | -81 | -1.44% |
Mar 31, 2024 | TNF LLC | 0.23% | 4.34K | 423.18K | 0 | 0 |
Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 0.21% | 4.14K | 420.67K | -596 | -12.59% |
Mar 31, 2024 | HAZLETT, BURT & WATSON, INC. | 0.21% | 4.12K | 420K | -220 | -5.07% |
Mar 31, 2024 | MISSION WEALTH MANAGEMENT, LP | 0.19% | 3.69K | 374.73K | 0 | 0 |
Mar 31, 2024 | WESTERN WEALTH MANAGEMENT, LLC | 0.18% | 3.41K | 346.53K | 73 | +2.19% |
Mar 31, 2024 | MARINER, LLC | 0.11% | 2.21K | 225.1K | -26 | -1.16% |
Mar 31, 2024 | UBS GROUP AG | 0.11% | 2.39K | 243.04K | 581 | +32.12% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 0.05% | 1.02K | 104.03K | -10 | -0.97% |
Mar 31, 2024 | PRINCIPAL SECURITIES, INC. | 0.02% | 410 | 41.69K | 0 | 0 |
Mar 31, 2024 | SPIRE WEALTH MANAGEMENT | 0.01% | 142 | 14.4K | 0 | 0 |
Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.01% | 139 | 14.14K | 0 | 0 |
Mar 31, 2024 | CREATIVE PLANNING | 0.18% | 3.78K | 384.08K | 0 | 0 |
Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 0.16% | 3.35K | 340.66K | 0 | 0 |
Mar 31, 2024 | FLAGSHIP HARBOR ADVISORS, LLC | 0.15% | 2.9K | 294.7K | 480 | +19.85% |
Mar 31, 2024 | PRIVATE ADVISOR GROUP, LLC | 0.14% | 2.78K | 282.64K | 76 | +2.81% |
Mar 31, 2024 | FIRST HEARTLAND CONSULTANTS, INC. | 0.13% | 2.48K | 252K | -8 | -0.32% |
Mar 31, 2024 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.13% | 2.46K | 250.36K | -64 | -2.53% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 3.95% | 76.1K | 7.74M | 76.1K | +100.00% |
Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.7% | 36.67K | 3.73M | -1.37K | -3.60% |
Mar 31, 2024 | IMC-CHICAGO, LLC | 1.62% | 31.18K | 3.17M | 31.18K | +100.00% |
Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.47% | 10.19K | 1.04M | -664 | -6.12% |
Mar 31, 2024 | RETIREMENT GROUP, LLC | 0.01% | 241 | 24.48K | 0 | 0 |
Mar 31, 2024 | MORGAN STANLEY | 25.92% | 557.86K | 56.73M | 424.85K | +319.42% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.85% | 18.31K | 1.86M | -3.69K | -16.76% |
Mar 31, 2024 | DAVIS INVESTMENT PARTNERS, LLC | 0.84% | 16.23K | 1.6M | 0 | 0 |
Mar 31, 2024 | TRUIST FINANCIAL CORP | 0.6% | 11.66K | 1.19M | 3.33K | +40.06% |
Mar 31, 2024 | EMPIRICAL ASSET MANAGEMENT, LLC | 0.59% | 11.3K | 1.15M | -703 | -5.86% |
Mar 31, 2024 | SAVANT CAPITAL, LLC | 0.45% | 8.61K | 875.76K | 0 | 0 |
Mar 31, 2024 | EQUITABLE HOLDINGS, INC. | 0.43% | 8.3K | 844.33K | 100 | +1.22% |
Mar 31, 2024 | CITADEL ADVISORS LLC | 0.43% | 9.23K | 938.7K | 2.37K | +34.60% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.39% | 8.42K | 855.8K | -8 | -0.10% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.37% | 8.06K | 820.07K | -4.81K | -37.38% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.37% | 7.88K | 801.79K | -4.79K | -37.78% |
Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.36% | 7.03K | 714.55K | 7.03K | +100.00% |
Mar 31, 2024 | COLONIAL RIVER WEALTH MANAGEMENT, LLC | 0.34% | 6.63K | 673.9K | 0 | 0 |
Mar 31, 2024 | VICTORY FINANCIAL GROUP, LLC | 0.33% | 6.44K | 654.78K | -3.32K | -34.01% |
Mar 31, 2024 | CETERA ADVISORS LLC | 0.28% | 5.46K | 555.41K | 5.46K | +100.00% |
Mar 31, 2024 | TIDEMARK, LLC | 0.13% | 2.45K | 249.34K | -1.12K | -31.32% |
Mar 31, 2024 | BLAIR WILLIAM & CO/IL | 0.01% | 135 | 13.73K | 0 | 0 |
Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0% | 31 | 3.15K | 0 | 0 |
Mar 31, 2024 | HHM WEALTH ADVISORS, LLC | 0% | 30 | 3.05K | 0 | 0 |
Mar 31, 2024 | JEFFERIES FINANCIAL GROUP INC. | 0% | 0 | - | -560K | -100.00% |
Mar 31, 2024 | CITIGROUP INC | 0% | 0 | - | -176 | -100.00% |
Mar 31, 2024 | BANK OF MONTREAL /CAN/ | 0% | 0 | - | -200 | -100.00% |
Mar 31, 2024 | ADVISORY SERVICES NETWORK, LLC | 0% | 0 | - | -380 | -100.00% |
Mar 31, 2024 | TSFG, LLC | 0% | 0 | - | -1.98K | -100.00% |
Mar 31, 2024 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0% | 0 | - | -3.55K | -100.00% |
Mar 31, 2024 | PALLAS CAPITAL ADVISORS LLC | 0% | 0 | - | -7.66K | -100.00% |
Mar 31, 2024 | LPL FINANCIAL LLC | 8.72% | 187.72K | 19.09M | -16.28K | -7.98% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 1.3% | 25.87K | 2.43M | -1.93K | -6.93% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 1.11% | 21.99K | 2.06M | -139 | -0.63% |
Dec 31, 2023 | PACIFIC SUN FINANCIAL CORP | 1.05% | 20.95K | 1.97M | -204 | -0.96% |
Dec 31, 2023 | EP WEALTH ADVISORS, LLC | 1.04% | 20.74K | 1.95M | -326 | -1.55% |
Dec 31, 2023 | NWAM LLC | 0.88% | 17.52K | 1.64M | -9 | -0.05% |
Dec 31, 2023 | MML INVESTORS SERVICES, LLC | 0.87% | 17.22K | 1.62M | -2.75K | -13.79% |
Dec 31, 2023 | WELL DONE, LLC | 0.83% | 16.6K | 1.56M | 0 | 0 |
Dec 31, 2023 | DAVIS INVESTMENT PARTNERS, LLC | 0.82% | 16.23K | 1.5M | 0 | 0 |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.73% | 14.6K | 1.37M | -4.65K | -24.15% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.65% | 12.88K | 1.21M | -440 | -3.30% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.64% | 12.67K | 1.19M | -2.79K | -18.06% |
Dec 31, 2023 | EMPIRICAL ASSET MANAGEMENT, LLC | 0.6% | 12.01K | 1.13M | -125 | -1.03% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.51% | 10.06K | 943.66K | -778 | -7.18% |
Dec 31, 2023 | SAVANT CAPITAL, LLC | 0.43% | 8.61K | 807.91K | -142 | -1.62% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.42% | 8.42K | 790.25K | -917 | -9.82% |
Dec 31, 2023 | TRUIST FINANCIAL CORP | 0.42% | 8.32K | 780.8K | 0 | 0 |
Dec 31, 2023 | WILLNER & HELLER, LLC | 0.41% | 8.21K | 770.51K | 8.21K | +100.00% |
Dec 31, 2023 | EQUITABLE HOLDINGS, INC. | 0.41% | 8.2K | 769.53K | 750 | +10.06% |
Dec 31, 2023 | PALLAS CAPITAL ADVISORS LLC | 0.39% | 7.66K | 718.72K | 7.66K | +100.00% |
Dec 31, 2023 | CITADEL ADVISORS LLC | 0.34% | 6.86K | 643.37K | 6.86K | +100.00% |
Dec 31, 2023 | COLONIAL RIVER WEALTH MANAGEMENT, LLC | 0.33% | 6.63K | 621.69K | -1.57K | -19.11% |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.28% | 5.62K | 526.76K | -191 | -3.29% |
Dec 31, 2023 | KESTRA ADVISORY SERVICES, LLC | 0.24% | 4.73K | 443.99K | 21 | +0.45% |
Dec 31, 2023 | TNF LLC | 0.22% | 4.34K | 403.59K | 22 | +0.51% |
Dec 31, 2023 | HAZLETT, BURT & WATSON, INC. | 0.22% | 4.34K | 407K | 3 | +0.07% |
Dec 31, 2023 | CREATIVE PLANNING | 0.19% | 3.78K | 354.33K | 0 | 0 |
Dec 31, 2023 | MISSION WEALTH MANAGEMENT, LP | 0.19% | 3.69K | 345.7K | 0 | 0 |
Dec 31, 2023 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.18% | 3.55K | 333.13K | 3.55K | +100.00% |
Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 0.17% | 3.35K | 314.27K | 0 | 0 |
Dec 31, 2023 | WESTERN WEALTH MANAGEMENT, LLC | 0.17% | 3.34K | 312.84K | 59 | +1.80% |
Dec 31, 2023 | PRIVATE ADVISOR GROUP, LLC | 0.14% | 2.7K | 253.61K | -1.08K | -28.51% |
Dec 31, 2023 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.13% | 2.53K | 236.97K | -217 | -7.91% |
Dec 31, 2023 | FIRST HEARTLAND CONSULTANTS, INC. | 0.13% | 2.49K | 233K | -323 | -11.49% |
Dec 31, 2023 | FLAGSHIP HARBOR ADVISORS, LLC | 0.12% | 2.42K | 226.84K | 2.42K | +100.00% |
Dec 31, 2023 | MARINER, LLC | 0.11% | 2.24K | 210.11K | 2.24K | +100.00% |
Dec 31, 2023 | TSFG, LLC | 0.1% | 1.98K | 186K | 5 | +0.25% |
Dec 31, 2023 | UBS GROUP AG | 0.09% | 1.81K | 169.71K | 250 | +16.04% |
Dec 31, 2023 | HARBOUR INVESTMENTS, INC. | 0.08% | 1.56K | 145.98K | 390 | +33.45% |
Dec 31, 2023 | FMR LLC | 0.08% | 1.5K | 140.63K | -4 | -0.27% |
Dec 31, 2023 | JPMORGAN CHASE & CO | 0.05% | 1.03K | 96.91K | 0 | 0 |
Dec 31, 2023 | | 0.02% | 410 | 38.46K | 410 | +100.00% |
Dec 31, 2023 | ADVISORY SERVICES NETWORK, LLC | 0.02% | 380 | 35.65K | 380 | +100.00% |
Dec 31, 2023 | JEFFERIES FINANCIAL GROUP INC. | 28.15% | 560K | 52.53M | 560K | +100.00% |
Dec 31, 2023 | LPL FINANCIAL LLC | 10.26% | 204K | 19.14M | -9.33K | -4.37% |
Dec 31, 2023 | MORGAN STANLEY | 6.69% | 133.01K | 12.48M | 4.28K | +3.32% |
Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.91% | 38.04K | 3.57M | -1.07K | -2.74% |
Dec 31, 2023 | RETIREMENT GROUP, LLC | 0.01% | 241 | 22.58K | -247 | -50.61% |
Dec 31, 2023 | RODGERS & ASSOCIATES, LTD | 1.67% | 33.29K | 3.12M | -184 | -0.55% |