3/15/2024 | B. Riley Wealth Advisors Inc. | 255,206 | $13.30M | 0.4% | -31.1% | 0.076% | |
3/14/2024 | Yeomans Consulting Group Inc. | 178,145 | $9.28M | 4.6% | N/A | 0.053% | |
3/8/2024 | ICA Group Wealth Management LLC | 4,546 | $0.24M | 0.1% | -12.6% | 0.001% | |
3/6/2024 | SageView Advisory Group LLC | 5,755 | $0.30M | 0.0% | -67.2% | 0.002% | |
3/5/2024 | Fisher Asset Management LLC | 5,793 | $0.30M | 0.0% | -4.9% | 0.002% | |
3/5/2024 | True Vision MN LLC | 83,877 | $4.37M | 3.5% | N/A | 0.025% | |
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3/5/2024 | Twin Focus Capital Partners LLC | 4,480 | $0.23M | 0.0% | N/A | 0.001% | |
3/1/2024 | ARK & TLK Investments LLC | 19,290 | $1.01M | 0.3% | N/A | 0.006% | |
3/1/2024 | Goldman Sachs Group Inc. | 627,093 | $32.67M | 0.0% | +9.2% | 0.187% | |
3/1/2024 | Pineridge Advisors LLC | 3,348 | $0.17M | 0.1% | N/A | 0.001% | |
2/29/2024 | Scarborough Advisors LLC | 223,785 | $11.66M | 2.4% | -18.8% | 0.067% | |
2/28/2024 | Forthright Family Wealth Advisory LLC | 134,990 | $7.03M | 5.5% | N/A | 0.040% | |
2/28/2024 | EP Wealth Advisors LLC | 34,148 | $1.78M | 0.0% | +76.5% | 0.010% | |
2/26/2024 | Centaurus Financial Inc. | 17,827 | $0.93M | 0.1% | +1.4% | 0.005% | |
2/23/2024 | Beacon Financial Group | 10,153 | $0.53M | 0.1% | N/A | 0.003% | |
2/21/2024 | Raleigh Capital Management Inc. | 22,717 | $1.18M | 0.5% | -14.9% | 0.007% | |
2/20/2024 | Able Wealth Management LLC | 3,239 | $0.17M | 0.2% | N/A | 0.001% | |
2/20/2024 | Covenant Partners LLC | 659,964 | $34.38M | 10.8% | +3.6% | 0.196% | |
2/16/2024 | SageView Advisory Group LLC | 5,755 | $0.30M | 0.0% | -67.2% | 0.002% | |
2/16/2024 | Oarsman Capital Inc. | 5,220 | $0.27M | 0.1% | N/A | 0.002% | |
2/16/2024 | Harbour Investments Inc. | 69,757 | $3.63M | 0.2% | -14.4% | 0.021% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 368,929 | $19.22M | 0.1% | -4.4% | 0.110% | |
2/15/2024 | High Falls Advisors Inc | 377,681 | $19.68M | 5.3% | -12.7% | 0.112% | |
2/15/2024 | Townsquare Capital LLC | 155,203 | $8.09M | 0.1% | +7.4% | 0.046% | |
2/15/2024 | Swmg LLC | 145,582 | $7.59M | 3.6% | -14.1% | 0.043% | |
2/15/2024 | Dagco Inc. | 49,471 | $2.58M | 2.4% | N/A | 0.015% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 211,191 | $11M | 0.2% | -7.5% | 0.063% | |
2/15/2024 | SkyView Investment Advisors LLC | 44,615 | $2.32M | 0.6% | +16.9% | 0.013% | |
2/15/2024 | Atlas Capital Advisors LLC | 103,777 | $5.41M | 0.8% | -2.8% | 0.031% | |
2/15/2024 | Voya Investment Management LLC | 127,339 | $6.63M | 0.0% | -46.7% | 0.038% | |
2/15/2024 | Voya Financial Advisors Inc. | 6,769 | $0.35M | 0.0% | -6.6% | 0.002% | |
2/15/2024 | Mill Creek Capital Advisors LLC | 114,540 | $5.97M | 0.2% | -0.5% | 0.034% | |
2/15/2024 | Modera Wealth Management LLC | 1,656,291 | $86.29M | 1.4% | -2.1% | 0.493% | |
2/15/2024 | Nwam LLC | 26,498 | $1.38M | 0.1% | -15.4% | 0.008% | |
2/15/2024 | Freedom Investment Management Inc. | 4,157 | $0.22M | 0.0% | N/A | 0.001% | |
2/15/2024 | Gallagher Fiduciary Advisors LLC | 15,554 | $0.81M | 0.0% | +14.7% | 0.005% | |
2/15/2024 | Buckingham Strategic Partners LLC | 125,121 | $6.52M | 0.3% | -11.0% | 0.037% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 982,050 | $51.17M | 0.6% | +2.3% | 0.292% | |
2/15/2024 | Baird Financial Group Inc. | 2,261,406 | $117.82M | 0.3% | +726.2% | 0.673% | |
2/15/2024 | Comerica Bank | 183,981 | $9.59M | 0.0% | +10.9% | 0.055% | |
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2/14/2024 | Royal Bank of Canada | 1,140,204 | $59.40M | 0.0% | +9.8% | 0.339% | |
2/14/2024 | Continuum Advisory LLC | 11,450 | $0.60M | 0.1% | -5.2% | 0.003% | |
2/14/2024 | Pathstone Holdings LLC | 985,704 | $51.36M | 0.3% | N/A | 0.293% | |
2/14/2024 | Waverly Advisors LLC | 35,563 | $1.85M | 0.1% | -13.3% | 0.011% | |
2/14/2024 | Kestra Advisory Services LLC | 425,185 | $22.15M | 0.2% | +12.5% | 0.127% | |
2/14/2024 | Creative Planning | 176,104 | $9.18M | 0.0% | +0.5% | 0.052% | |
2/14/2024 | Washington Trust Bank | 5,231 | $0.27M | 0.0% | N/A | 0.002% | |
2/14/2024 | Redwood Investment Management LLC | 36,721 | $1.91M | 0.2% | +21.5% | 0.011% | |
2/14/2024 | BOKF NA | 344,021 | $17.92M | 0.4% | +1.5% | 0.102% | |
2/14/2024 | Northwest Wealth Management LLC | 96,677 | $5.04M | 1.5% | -2.3% | 0.029% | |
2/14/2024 | Icon Wealth Advisors LLC | 534,822 | $27.86M | 2.9% | N/A | 0.159% | |
2/14/2024 | Tcwp LLC | 14,641 | $0.76M | 2.2% | +78.3% | 0.004% | |
2/14/2024 | MGO One Seven LLC | 20,839 | $1.09M | 0.1% | +122.5% | 0.006% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 83,968 | $4.38M | 4.0% | N/A | 0.025% | |
2/14/2024 | Cresset Asset Management LLC | 11,746 | $0.61M | 0.0% | +6.8% | 0.003% | |
2/14/2024 | Regal Investment Advisors LLC | 139,824 | $7.29M | 0.6% | -11.1% | 0.042% | |
2/14/2024 | Mosley Wealth Management | 66,567 | $3.47M | 3.4% | N/A | 0.020% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 14,600 | $0.76M | 0.7% | N/A | 0.004% | |
2/13/2024 | Client 1ST Advisory Group LLC | 106,825 | $5.57M | 2.7% | -23.3% | 0.032% | |
2/13/2024 | Morningstar Investment Services LLC | 1,754,625 | $91.29M | 0.5% | +100.9% | 0.522% | |
2/13/2024 | Envestnet Asset Management Inc. | 49,675,219 | $2.59B | 1.1% | -10.8% | 14.784% | |
2/13/2024 | Northern Trust Corp | 136,409 | $7.11M | 0.0% | +4.4% | 0.041% | |
2/13/2024 | Exencial Wealth Advisors LLC | 443,432 | $23.10M | 0.9% | -0.6% | 0.132% | |
2/13/2024 | Cetera Advisor Networks LLC | 842,904 | $43.92M | 0.2% | -13.1% | 0.251% | |
2/13/2024 | Per Stirling Capital Management LLC. | 7,684 | $0.40M | 0.1% | +11.8% | 0.002% | |
2/13/2024 | Oppenheimer & Co. Inc. | 17,434 | $0.91M | 0.0% | +8.2% | 0.005% | |
2/13/2024 | Edge Capital Group LLC | 102,659 | $5.35M | 0.3% | +0.8% | 0.031% | |
2/13/2024 | Goldman Sachs Group Inc. | 627,093 | $32.67M | 0.0% | +9.2% | 0.187% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 4,662 | $0.24M | 0.0% | N/A | 0.001% | |
2/13/2024 | CIBC Private Wealth Group LLC | 10,443 | $0.54M | 0.0% | -6.6% | 0.003% | |
2/13/2024 | Beacon Bridge Wealth Partners LLC | 91,022 | $4.74M | 2.4% | +11.0% | 0.027% | |
2/13/2024 | Belpointe Asset Management LLC | 4,002 | $0.21M | 0.0% | -33.8% | 0.001% | |
2/13/2024 | Peapack Gladstone Financial Corp | 5,445 | $0.28M | 0.0% | -27.4% | 0.002% | |
2/13/2024 | Jones Financial Companies Lllp | 16,236,228 | $845.91M | 1.3% | +0.7% | 4.832% | |
2/13/2024 | Geisinger Health | 256,500 | $13.36M | 4.2% | -12.4% | 0.076% | |
2/13/2024 | Summit Financial Strategies Inc. | 52,793 | $2.75M | 0.4% | -11.9% | 0.016% | |
2/13/2024 | Ratio Wealth Group | 469,489 | $24.46M | 5.3% | -26.4% | 0.140% | |
2/13/2024 | Biechele Royce Advisors | 4,327 | $0.23M | 0.1% | -16.3% | 0.001% | |
2/13/2024 | Lloyd Advisory Services LLC. | 5,717 | $0.30M | 0.1% | N/A | 0.002% | |
2/13/2024 | FinTrust Capital Advisors LLC | 7,836 | $0.41M | 0.1% | -14.3% | 0.002% | |
2/12/2024 | Partners Capital Investment Group LLP | 72,427 | $3.77M | 0.1% | +0.3% | 0.022% | |
2/12/2024 | Tradition Wealth Management LLC | 83,600 | $4.36M | 0.5% | -10.5% | 0.025% | |
2/12/2024 | Peterson Financial Group Inc. | 12,442 | $0.65M | 0.4% | -10.3% | 0.004% | |
2/12/2024 | Bush Investment Group LLC | 43,191 | $2.22M | 2.0% | N/A | 0.013% | |
2/12/2024 | StoneX Group Inc. | 15,258 | $0.80M | 0.1% | -20.6% | 0.005% | |
2/12/2024 | New Republic Capital LLC | 7,484 | $0.39M | 0.3% | -9.4% | 0.002% | |
2/12/2024 | Fiduciary Trust Co | 13,656 | $0.71M | 0.0% | -35.9% | 0.004% | |
2/12/2024 | Fortress Wealth Management Inc. | 40,123 | $2.09M | 1.1% | -3.0% | 0.012% | |
2/12/2024 | Focus Financial Network Inc. ADV | 137,208 | $7.15M | 0.3% | N/A | 0.041% | |
2/12/2024 | Stifel Financial Corp | 978,857 | $51M | 0.1% | +3.0% | 0.291% | |
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2/12/2024 | Steward Partners Investment Advisory LLC | 194,983 | $10.16M | 0.1% | -8.6% | 0.058% | |
2/12/2024 | CAP Partners LLC | 11,843 | $0.62M | 0.6% | N/A | 0.004% | |
2/12/2024 | 3Chopt Investment Partners LLC | 6,010 | $0.31M | 0.1% | N/A | 0.002% | |
2/12/2024 | Connable Office Inc. | 197,475 | $10.29M | 1.2% | -0.7% | 0.059% | |
2/12/2024 | Madden Advisory Services Inc. | 9,130 | $0.48M | 0.3% | +9.1% | 0.003% | |
2/12/2024 | Parallel Advisors LLC | 3,361 | $0.18M | 0.0% | -29.6% | 0.001% | |
2/12/2024 | Pacific Life Fund Advisors LLC | 217,309 | $11.32M | 1.1% | N/A | 0.065% | |
2/12/2024 | MMA Asset Management LLC | 80,654 | $4.10M | 2.3% | +5.4% | 0.024% | |
2/12/2024 | Hsbc Holdings PLC | 26,231 | $1.37M | 0.0% | -6.7% | 0.008% | |
2/9/2024 | Johnson Financial Group Inc. | 669,879 | $34.90M | 1.9% | +674.0% | 0.199% | |