Mar 31, 2024 | MORGAN STANLEY | 4.22% | 805.56K | 92.53M | 17.78K | +2.26% |
Mar 31, 2024 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.52% | 468.36K | 53.8M | -3.97K | -0.84% |
Mar 31, 2024 | CLARK CAPITAL MANAGEMENT GROUP, INC. | 2.3% | 427K | 49.04M | 427K | +100.00% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 2.29% | 436.06K | 50.09M | 51.12K | +13.28% |
Mar 31, 2024 | | 0.86% | 159.99K | 18.38M | 159.99K | +100.00% |
Mar 31, 2024 | UBS GROUP AG | 0.46% | 87.01K | 9.99M | 8.03K | +10.17% |
Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 0.23% | 42.08K | 4.83M | 8.74K | +26.22% |
Mar 31, 2024 | SYNERGY ASSET MANAGEMENT, LLC | 0.22% | 40.82K | 4.69M | 40.82K | +100.00% |
Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 6.69% | 1.28M | 146.61M | 1.14M | +815.04% |
Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 1.99% | 379.06K | 43.41M | 136.7K | +56.41% |
Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.64% | 313.52K | 36.01M | 614 | +0.20% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 1.46% | 278.82K | 32.02M | 7.2K | +2.65% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1.37% | 261.82K | 30.07M | -127.06K | -32.67% |
Mar 31, 2024 | STIFEL FINANCIAL CORP | 1.13% | 216.28K | 24.85M | 14.36K | +7.11% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 1.05% | 199.56K | 22.93M | 40.8K | +25.70% |
Mar 31, 2024 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.86% | 160.26K | 18.41M | 18.46K | +13.02% |
Mar 31, 2024 | OXFORD WEALTH GROUP, LLC | 0.86% | 159.99K | 18.38M | 159.99K | +100.00% |
Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.81% | 150.23K | 17.26M | 134.29K | +842.64% |
Mar 31, 2024 | WIN ADVISORS, INC | 0.72% | 133.33K | 15.31M | 133.33K | +100.00% |
Mar 31, 2024 | ORION PORTFOLIO SOLUTIONS, LLC | 0.71% | 132.11K | 15.17M | 132.11K | +100.00% |
Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.7% | 132.63K | 15.23M | 6.89K | +5.48% |
Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.68% | 130.5K | 14.99M | 19.17K | +17.21% |
Mar 31, 2024 | FOCUS FINANCIAL NETWORK, INC. | 0.68% | 127.06K | 13.61M | 127.06K | +100.00% |
Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.67% | 123.99K | 14.24M | 123.99K | +100.00% |
Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0.66% | 122.86K | 14.11M | 39.83K | +47.97% |
Mar 31, 2024 | SYSTELLIGENCE, LLC | 0.62% | 115.25K | 13.24M | -26.74K | -18.83% |
Mar 31, 2024 | ASPIRE WEALTH MANAGEMENT CORP | 0.54% | 100.92K | 11.59M | 277 | +0.28% |
Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.54% | 99.74K | 11.46M | 25.36K | +34.09% |
Mar 31, 2024 | CITIGROUP INC | 0.48% | 91.46K | 10.51M | 7.49K | +8.92% |
Mar 31, 2024 | PRIVATE ADVISOR GROUP, LLC | 0.46% | 85.77K | 9.85M | -918 | -1.06% |
Mar 31, 2024 | PRINCIPAL SECURITIES, INC. | 0.42% | 77.49K | 8.9M | 52.68K | +212.32% |
Mar 31, 2024 | GREAT VALLEY ADVISOR GROUP, INC. | 0.42% | 77.22K | 8.87M | -11.27K | -12.74% |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.41% | 77.75K | 8.93M | -24.92K | -24.27% |
Mar 31, 2024 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 0.33% | 61.26K | 6.29M | 17K | +38.40% |
Mar 31, 2024 | LEVEL FOUR ADVISORY SERVICES, LLC | 0.29% | 54.23K | 4.87M | 0 | 0 |
Mar 31, 2024 | AVANTAX ADVISORY SERVICES, INC. | 0.27% | 49.98K | 5.74M | 13.61K | +37.41% |
Mar 31, 2024 | INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 0.26% | 48.93K | 5.62M | 1 | 0.00% |
Mar 31, 2024 | PROVISE MANAGEMENT GROUP, LLC | 0.25% | 47.13K | 5.41M | 1.93K | +4.27% |
Mar 31, 2024 | CWM, LLC | 0.22% | 40.12K | 4.61M | 17.71K | +79.03% |
Mar 31, 2024 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 0.21% | 38.14K | 4.38M | -717 | -1.85% |
Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.2% | 37.78K | 4.34M | 4.66K | +14.06% |
Mar 31, 2024 | ULLMANN WEALTH PARTNERS GROUP, LLC | 0.2% | 37.23K | 4.28M | 12 | +0.03% |
Mar 31, 2024 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.2% | 36.42K | 4.18M | 36.42K | +100.00% |
Mar 31, 2024 | FIFTH THIRD SECURITIES, INC. | 0.19% | 34.96K | 4.02M | 4.94K | +16.47% |
Mar 31, 2024 | AMERITAS ADVISORY SERVICES, LLC | 0.19% | 34.93K | 4.01M | 6.45K | +22.62% |
Mar 31, 2024 | EQUITABLE HOLDINGS, INC. | 0.17% | 31.71K | 3.64M | 5.53K | +21.12% |
Mar 31, 2024 | ATRIA WEALTH SOLUTIONS, INC. | 0.16% | 30.23K | 3.47M | 17.18K | +131.63% |
Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.15% | 29.43K | 3.37M | -1.91K | -6.08% |
Mar 31, 2024 | J.W. COLE ADVISORS, INC. | 0.11% | 20.19K | 2.32M | 1.77K | +9.58% |
Mar 31, 2024 | DIVERSIFIED, LLC | 0.11% | 20.04K | 2.3M | -848 | -4.06% |
Mar 31, 2024 | SPECTRUM WEALTH ADVISORY GROUP, LLC | 0.13% | 24.26K | 2.79M | -19 | -0.08% |
Mar 31, 2024 | PRUDENTIAL FINANCIAL INC | 0.12% | 23.08K | 2.65M | 15.64K | +210.28% |
Mar 31, 2024 | HUNTINGTON NATIONAL BANK | 0.12% | 21.95K | 2.52M | 552 | +2.58% |
Mar 31, 2024 | LOWERY THOMAS, LLC | 0.13% | 24.58K | 2.82M | 4.17K | +20.42% |
Mar 31, 2024 | THOROUGHBRED FINANCIAL SERVICES, LLC | 0.12% | 21.92K | 2.52M | -3.42K | -13.48% |
Mar 31, 2024 | SOUTHLAND EQUITY PARTNERS LLC | 0.11% | 21.53K | 2.47M | -134 | -0.62% |
Mar 31, 2024 | GEOWEALTH MANAGEMENT, LLC | 0.48% | 88.61K | 10.18M | 88.61K | +100.00% |
Mar 31, 2024 | LPL FINANCIAL LLC | 7.55% | 1.44M | 165.35M | 96.24K | +7.16% |
Mar 31, 2024 | TREDJE AP-FONDEN | 6.09% | 1.13M | 130.04M | 1.13M | +100.00% |
Dec 31, 2023 | HUNTINGTON NATIONAL BANK | 0.18% | 21.4K | 1.92M | 1.82K | +9.27% |
Dec 31, 2023 | LPL FINANCIAL LLC | 11.05% | 1.34M | 120.65M | 130.14K | +10.73% |
Dec 31, 2023 | MORGAN STANLEY | 6.48% | 787.78K | 70.75M | -45.17K | -5.42% |
Dec 31, 2023 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.88% | 472.33K | 42.42M | -1.36M | -74.25% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 3.2% | 388.88K | 34.93M | 122.23K | +45.84% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 3.17% | 384.94K | 34.57M | -26.18K | -6.37% |
Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.57% | 312.91K | 28.1M | -89.78K | -22.29% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 2.23% | 271.61K | 24.39M | 423 | +0.16% |
Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 1.99% | 242.36K | 21.78M | 2.88K | +1.20% |
Dec 31, 2023 | STIFEL FINANCIAL CORP | 1.66% | 201.92K | 18.14M | 29.87K | +17.36% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 1.31% | 158.77K | 14.27M | 38.13K | +31.60% |
Dec 31, 2023 | SYSTELLIGENCE, LLC | 1.17% | 142K | 12.75M | -8.5K | -5.65% |
Dec 31, 2023 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.17% | 141.79K | 13.57M | 114.63K | +421.97% |
Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 1.15% | 139.49K | 12.53M | 32.27K | +30.10% |
Dec 31, 2023 | | 0.18% | 21.66K | 1.95M | 525 | +2.48% |
Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 1.03% | 125.74K | 11.29M | 6.81K | +5.73% |
Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.92% | 111.34K | 10M | 2.8K | +2.58% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.84% | 102.67K | 9.22M | -1.66K | -1.59% |
Dec 31, 2023 | ASPIRE WEALTH MANAGEMENT CORP | 0.83% | 100.64K | 9.04M | 2.84K | +2.90% |
Dec 31, 2023 | GREAT VALLEY ADVISOR GROUP, INC. | 0.73% | 88.49K | 7.95M | 830 | +0.95% |
Dec 31, 2023 | PRIVATE ADVISOR GROUP, LLC | 0.71% | 86.68K | 7.79M | 1.01K | +1.18% |
Dec 31, 2023 | CITIGROUP INC | 0.69% | 83.97K | 7.54M | 4.55K | +5.72% |
Dec 31, 2023 | MML INVESTORS SERVICES, LLC | 0.68% | 83.03K | 7.46M | -3K | -3.48% |
Dec 31, 2023 | UBS GROUP AG | 0.65% | 78.97K | 7.09M | -537 | -0.68% |
Dec 31, 2023 | CETERA ADVISOR NETWORKS LLC | 0.61% | 74.38K | 6.68M | 967 | +1.32% |
Dec 31, 2023 | LEVEL FOUR ADVISORY SERVICES, LLC | 0.45% | 54.23K | 4.87M | -352 | -0.64% |
Dec 31, 2023 | INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 0.4% | 48.93K | 4.39M | -112 | -0.23% |
Dec 31, 2023 | PROVISE MANAGEMENT GROUP, LLC | 0.37% | 45.2K | 4.06M | 310 | +0.69% |
Dec 31, 2023 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 0.36% | 44.26K | 3.98M | 2.82K | +6.80% |
Dec 31, 2023 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 0.32% | 38.86K | 3.49M | -52 | -0.13% |
Dec 31, 2023 | ULLMANN WEALTH PARTNERS GROUP, LLC | 0.31% | 37.22K | 3.34M | -575 | -1.52% |
Dec 31, 2023 | AVANTAX ADVISORY SERVICES, INC. | 0.3% | 36.37K | 3.27M | 8.49K | +30.43% |
Dec 31, 2023 | KESTRA ADVISORY SERVICES, LLC | 0.27% | 33.34K | 2.99M | -2.11K | -5.96% |
Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.27% | 33.12K | 3.01M | -2.3K | -6.49% |
Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.26% | 31.34K | 2.82M | 11.43K | +57.41% |
Dec 31, 2023 | TITLEIST ASSET MANAGEMENT, LLC | 0.25% | 30.86K | 2.77M | 297 | +0.97% |
Dec 31, 2023 | FIFTH THIRD SECURITIES, INC. | 0.25% | 30.02K | 2.7M | 9.28K | +44.76% |
Dec 31, 2023 | AMERITAS ADVISORY SERVICES, LLC | 0.23% | 28.49K | 2.57M | 25.86K | +982.78% |
Dec 31, 2023 | EQUITABLE HOLDINGS, INC. | 0.22% | 26.18K | 2.35M | 2.58K | +10.92% |
Dec 31, 2023 | AE WEALTH MANAGEMENT LLC | 0.21% | 25.92K | 2.41M | 2.79K | +12.07% |
Dec 31, 2023 | THOROUGHBRED FINANCIAL SERVICES, LLC | 0.21% | 25.34K | 2.28M | 2.15K | +9.26% |
Dec 31, 2023 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 0.2% | 24.34K | 2.19M | 24.34K | +100.00% |
Dec 31, 2023 | MOODY NATIONAL BANK TRUST DIVISION | 0.2% | 24.34K | 2.19M | 24.34K | +100.00% |
Dec 31, 2023 | SPECTRUM WEALTH ADVISORY GROUP, LLC | 0.2% | 24.28K | 2.18M | -531 | -2.14% |
Dec 31, 2023 | CWM, LLC | 0.18% | 22.41K | 2.01M | 6.4K | +40.00% |
Dec 31, 2023 | VERDE CAPITAL MANAGEMENT | 0.18% | 22.03K | 1.98M | -3.88K | -14.98% |
Dec 31, 2023 | ANSON CAPITAL, INC. | 0.18% | 21.3K | 1.91M | 3.6K | +20.32% |
Dec 31, 2023 | DIVERSIFIED, LLC | 0.17% | 20.89K | 1.88M | -962 | -4.40% |