Mar 31, 2024 | ROYAL BANK OF CANADA | 0.93% | 1.1M | 75.67M | 69.55K | +6.75% |
Mar 31, 2024 | ARKOS GLOBAL ADVISORS | 0.13% | 154.26K | 10.61M | 15.69K | +11.32% |
Mar 31, 2024 | ACKERMAN CAPITAL ADVISORS, LLC | 0.13% | 154.24K | 10.61M | 111 | +0.07% |
Mar 31, 2024 | LPL FINANCIAL LLC | 0.89% | 1.06M | 73.07M | -189.95K | -15.17% |
Mar 31, 2024 | CONFLUENCE WEALTH SERVICES, INC. | 0.72% | 784.85K | 54M | 100.19K | +14.63% |
Mar 31, 2024 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.66% | 789.06K | 54.29M | 642.29K | +437.60% |
Mar 31, 2024 | CWM, LLC | 0.69% | 750.87K | 51.66M | -7.13K | -0.94% |
Mar 31, 2024 | SAGEWORTH TRUST CO | 0.6% | 658.13K | 45.28M | 28.69K | +4.56% |
Mar 31, 2024 | STATE OF WISCONSIN - BOARD OF COMMISSIONERS OF PUBLIC LANDS | 0.59% | 648.06K | 44.59M | 0 | 0 |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.56% | 661.47K | 45.51M | 151.35K | +29.67% |
Mar 31, 2024 | CREATIVE PLANNING | 0.56% | 660.86K | 45.47M | 15.74K | +2.44% |
Mar 31, 2024 | BANK OF HAWAII | 0.52% | 573.17K | 39.43M | 2.69K | +0.47% |
Mar 31, 2024 | OLD MISSION CAPITAL LLC | 0.41% | 451.51K | 31.06M | 261.66K | +137.83% |
Mar 31, 2024 | FIRST HAWAIIAN BANK | 0.4% | 433.74K | 29.84M | -3.14K | -0.72% |
Mar 31, 2024 | EQUITABLE HOLDINGS, INC. | 0.38% | 414.53K | 28.52M | 29.91K | +7.78% |
Mar 31, 2024 | SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 0.35% | 387.14K | 26.64M | 5.72K | +1.50% |
Mar 31, 2024 | BARRY INVESTMENT ADVISORS, LLC | 0.34% | 371.83K | 25.58M | 13.33K | +3.72% |
Mar 31, 2024 | PROCYON ADVISORS, LLC | 0.32% | 346.19K | 23.82M | -24.97K | -6.73% |
Mar 31, 2024 | ARLINGTON TRUST CO LLC | 0.31% | 343.05K | 23.6M | 12.43K | +3.76% |
Mar 31, 2024 | CITADEL ADVISORS LLC | 0.31% | 371.78K | 25.58M | 368.66K | +11,804.61% |
Mar 31, 2024 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.31% | 335.5K | 23.08M | 2.14K | +0.64% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.3% | 332.12K | 22.85M | 332.12K | +100.00% |
Mar 31, 2024 | MERCER GLOBAL ADVISORS INC /ADV | 0.3% | 328.6K | 22.59M | 251.72K | +327.45% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 0.3% | 355.43K | 24.45M | -6K | -1.66% |
Mar 31, 2024 | CAPITAL ADVANTAGE, INC. | 0.3% | 324.38K | 22.91M | 28.39K | +9.59% |
Mar 31, 2024 | ROBLE, BELKO & COMPANY, INC | 0.26% | 281.96K | 19.4M | 72.1K | +34.36% |
Mar 31, 2024 | AMERICAN INVESTMENT SERVICES, INC. | 0.25% | 273.63K | 18.83M | 0 | 0 |
Mar 31, 2024 | JONES FINANCIAL COMPANIES LLLP | 0.25% | 272.68K | 18.76M | 43.31K | +18.88% |
Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.23% | 270.05K | 18.57M | -16.43K | -5.73% |
Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.22% | 261.25K | 17.97M | 5.9K | +2.31% |
Mar 31, 2024 | STRATEGIC POINT INVESTMENT ADVISORS, LLC | 0.22% | 237.66K | 16.35M | 3.1K | +1.32% |
Mar 31, 2024 | SEI INVESTMENTS CO | 0.22% | 255.47K | 17.58M | 76.41K | +42.68% |
Mar 31, 2024 | SWAN CAPITAL LLC | 0.21% | 232.18K | 15.97M | 17.22K | +8.01% |
Mar 31, 2024 | TRUIST FINANCIAL CORP | 0.21% | 231.16K | 15.9M | 7.16K | +3.20% |
Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.21% | 226K | 15.55M | 72.19K | +46.93% |
Mar 31, 2024 | CONNECTUS WEALTH, LLC | 0.2% | 223.83K | 15.4M | -17.21K | -7.14% |
Mar 31, 2024 | LS INVESTMENT ADVISORS, LLC | 0.2% | 216.25K | 14.88M | 9.59K | +4.64% |
Mar 31, 2024 | QUAKER WEALTH MANAGEMENT, LLC | 0.19% | 208.15K | 14.32M | -118.3K | -36.24% |
Mar 31, 2024 | PATHSTONE HOLDINGS, LLC | 0.19% | 207.15K | 14.25M | 17 | +0.01% |
Mar 31, 2024 | MARINER, LLC | 0.19% | 206.38K | 14.2M | 42.81K | +26.17% |
Mar 31, 2024 | MAIN LINE RETIREMENT ADVISORS, LLC | 0.18% | 200.98K | 13.82M | 10.57K | +5.55% |
Mar 31, 2024 | BAIRD FINANCIAL GROUP, INC. | 0.18% | 192.83K | 13.27M | 3.34K | +1.76% |
Mar 31, 2024 | ORGEL WEALTH MANAGEMENT, LLC | 2.23% | 2.43M | 167.47M | 105.37K | +4.52% |
Mar 31, 2024 | CHARLES SCHWAB INVESTMENT ADVISORY, INC. | 1.42% | 1.56M | 107.09M | -52.62K | -3.27% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 1.42% | 1.68M | 115.65M | 2.19K | +0.13% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 1.32% | 1.57M | 108.03M | -13.78K | -0.87% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 1.2% | 1.43M | 98.33M | 61.69K | +4.51% |
Mar 31, 2024 | JANE STREET GROUP, LLC | 0.99% | 1.18M | 81.12M | -1.52M | -56.38% |
Mar 31, 2024 | MORGAN STANLEY | 3.34% | 3.96M | 272.55M | 27.56K | +0.70% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 2.77% | 3.3M | 226.73M | -6.28K | -0.19% |
Mar 31, 2024 | UBS GROUP AG | 0.96% | 1.14M | 78.76M | -17.05K | -1.47% |
Mar 31, 2024 | CAPITAL INVESTMENT ADVISORS, LLC | 0.22% | 245.46K | 16.89M | -3.81K | -1.53% |
Mar 31, 2024 | KWMG, LLC | 0.15% | 183.71K | 12.64M | 1.43K | +0.78% |
Mar 31, 2024 | AAF WEALTH MANAGEMENT, LLC | 0.14% | 166.75K | 11.47M | 11.51K | +7.41% |
Mar 31, 2024 | RTD FINANCIAL ADVISORS, INC. | 0.14% | 163.63K | 11.26M | -1.68K | -1.01% |
Mar 31, 2024 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.14% | 162.47K | 11.18M | -101.59K | -38.47% |
Mar 31, 2024 | UNISON ADVISORS LLC | 0.14% | 161.24K | 11.09M | -24.5K | -13.19% |
Mar 31, 2024 | REGIMEN WEALTH, LLC | 0.13% | 155.4K | 10.69M | 2.41K | +1.57% |
Mar 31, 2024 | HUMAN INVESTING LLC | 0.13% | 155.08K | 10.67M | -339 | -0.22% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 2.96% | 3.3M | 219.54M | 274.4K | +9.06% |
Dec 31, 2023 | JANE STREET GROUP, LLC | 2.42% | 2.7M | 179.73M | 1.15M | +74.59% |
Dec 31, 2023 | ORGEL WEALTH MANAGEMENT, LLC | 2.09% | 2.33M | 154.84M | 120.63K | +5.46% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 1.5% | 1.68M | 111.62M | -38.29K | -2.23% |
Dec 31, 2023 | CHARLES SCHWAB INVESTMENT ADVISORY, INC. | 1.44% | 1.61M | 106.99M | -83.1K | -4.91% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 1.42% | 1.58M | 105.32M | 5.15K | +0.33% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 1.22% | 1.37M | 91.08M | 263.7K | +23.90% |
Dec 31, 2023 | LPL FINANCIAL LLC | 1.12% | 1.25M | 83.24M | 189.13K | +17.79% |
Dec 31, 2023 | MCIA INC | 1.06% | 1.18M | 78.59M | 43.48K | +3.83% |
Dec 31, 2023 | UBS GROUP AG | 1.04% | 1.16M | 77.25M | -106.09K | -8.37% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.92% | 1.03M | 68.51M | 63.94K | +6.62% |
Dec 31, 2023 | CWM, LLC | 0.68% | 758K | 50.4M | -63.93K | -7.78% |
Dec 31, 2023 | CONFLUENCE WEALTH SERVICES, INC. | 0.61% | 684.66K | 45.52M | 300.87K | +78.39% |
Dec 31, 2023 | STATE OF WISCONSIN - BOARD OF COMMISSIONERS OF PUBLIC LANDS | 0.58% | 648.06K | 43.09M | 0 | 0 |
Dec 31, 2023 | CREATIVE PLANNING | 0.58% | 645.11K | 42.89M | -9.69K | -1.48% |
Dec 31, 2023 | SAGEWORTH TRUST CO | 0.56% | 629.44K | 41.85M | 69.23K | +12.36% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.46% | 510.12K | 33.92M | 140.48K | +38.01% |
Dec 31, 2023 | FIRST HAWAIIAN BANK | 0.39% | 436.88K | 29.05M | -11.05K | -2.47% |
Dec 31, 2023 | EQUITABLE HOLDINGS, INC. | 0.34% | 384.62K | 25.57M | 35.75K | +10.25% |
Dec 31, 2023 | SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 0.34% | 381.42K | 25.36M | -6.15K | -1.59% |
Dec 31, 2023 | PROCYON ADVISORS, LLC | 0.33% | 371.17K | 24.68M | -91.63K | -19.80% |
Dec 31, 2023 | SOUTHERN FARM BUREAU LIFE INSURANCE | 0.32% | 361.56K | 24M | 0 | 0 |
Dec 31, 2023 | JPMORGAN CHASE & CO | 0.32% | 361.44K | 24.03M | 97.6K | +36.99% |
Dec 31, 2023 | BARRY INVESTMENT ADVISORS, LLC | 0.32% | 358.5K | 23.84M | 23.93K | +7.15% |
Dec 31, 2023 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.3% | 333.36K | 22.17M | -5.36K | -1.58% |
Dec 31, 2023 | | 0.17% | 190.41K | 12.66M | 190.41K | +100.00% |
Dec 31, 2023 | QUAKER WEALTH MANAGEMENT, LLC | 0.29% | 326.45K | 21.71M | -206 | -0.06% |
Dec 31, 2023 | CAPITAL ADVANTAGE, INC. | 0.27% | 295.99K | 19.68M | 14.68K | +5.22% |
Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.26% | 286.48K | 19.05M | -6.33K | -2.16% |
Dec 31, 2023 | AMERICAN INVESTMENT SERVICES, INC. | 0.25% | 273.63K | 18.19M | 0 | 0 |
Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.23% | 255.35K | 16.98M | -11.17K | -4.19% |
Dec 31, 2023 | CAPITAL INVESTMENT ADVISORS, LLC | 0.22% | 249.26K | 16.57M | -3.85K | -1.52% |
Dec 31, 2023 | STEWARDSHIP ADVISORS, LLC | 0.22% | 241.64K | 16.07M | 2.02K | +0.84% |
Dec 31, 2023 | CONNECTUS WEALTH, LLC | 0.22% | 241.03K | 16.03M | -34.42K | -12.50% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.21% | 238.97K | 15.89M | -46.92K | -16.41% |
Dec 31, 2023 | STRATEGIC POINT INVESTMENT ADVISORS, LLC | 0.21% | 234.55K | 15.6M | 263 | +0.11% |
Dec 31, 2023 | JONES FINANCIAL COMPANIES LLLP | 0.21% | 229.37K | 15.25M | 14.82K | +6.91% |
Dec 31, 2023 | TRUIST FINANCIAL CORP | 0.2% | 224K | 14.89M | 6.02K | +2.76% |
Dec 31, 2023 | HAMILTON WEALTH, LLC | 0.2% | 219.95K | 14.62M | -17.97K | -7.55% |
Dec 31, 2023 | SWAN CAPITAL LLC | 0.19% | 214.97K | 14.29M | 37.14K | +20.89% |
Dec 31, 2023 | ROBLE, BELKO & COMPANY, INC | 0.19% | 209.86K | 13.95M | 6.86K | +3.38% |
Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.19% | 208.56K | 13.87M | 1.47K | +0.71% |
Dec 31, 2023 | LS INVESTMENT ADVISORS, LLC | 0.19% | 206.66K | 13.74M | 20.73K | +11.15% |
Dec 31, 2023 | OLD MISSION CAPITAL LLC | 0.17% | 189.85K | 12.62M | 180.69K | +1,973.26% |
Dec 31, 2023 | BAIRD FINANCIAL GROUP, INC. | 0.17% | 189.49K | 12.6M | -8.64K | -4.36% |
Dec 31, 2023 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.17% | 187.43K | 12.46M | 35.09K | +23.03% |
Dec 31, 2023 | MORGAN STANLEY | 3.52% | 3.93M | 261.57M | -447.24K | -10.21% |