Orgel Wealth Management, LLC | 1,339,571 | 31 Dec 2022 | 10.98% | 263,158,718 |
Ameriprise Financial, Inc. | 596,996 | 30 Sept 2022 | 4.89% | 117,279,862 |
Bank of America Corporation | 435,617 | 30 Sept 2022 | 3.57% | 85,576,958 |
Morgan Stanley | 347,095 | 30 Sept 2022 | 2.85% | 68,186,811 |
Baystate Wealth Management LLC | 204,993 | 31 Dec 2022 | 1.68% | 40,270,874 |
LPL Financial LLC | 153,691 | 30 Sept 2022 | 1.26% | 30,192,596 |
Raymond James Financial Services Advisors, Inc. | 152,386 | 30 Sept 2022 | 1.25% | 29,936,229 |
One Day In July, LLC | 148,317 | 30 Sept 2022 | 1.22% | 29,136,874 |
Patriot Investment Management Inc. | 138,502 | 30 Sept 2022 | 1.14% | 27,208,717 |
Advisor Group, Inc. | 129,396 | 30 Sept 2022 | 1.06% | 25,419,843 |