3/22/2024 | PNC Financial Services Group Inc. | 10,915 | $1.04M | 0.0% | +33.7% | 0.009% | |
3/21/2024 | Grayhawk Investment Strategies Inc. | 87,961 | $8.37M | 4.3% | -7.3% | 0.071% | |
3/19/2024 | M3 Advisory Group LLC | 2,479 | $0.24M | 0.3% | N/A | 0.002% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 13,604 | $1.30M | 0.9% | N/A | 0.011% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 30,377 | $2.89M | 0.1% | -10.3% | 0.025% | |
3/13/2024 | MONECO Advisors LLC | 21,361 | $2.03M | 0.4% | +0.7% | 0.017% | |
|
3/11/2024 | Red Mountain Financial LLC | 3,525 | $0.34M | 0.5% | N/A | 0.003% | |
3/8/2024 | Trust Co. of Vermont | 504 | $48K | 0.0% | -28.4% | 0.000% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,434 | $0.14M | 0.0% | N/A | 0.001% | |
3/6/2024 | SageView Advisory Group LLC | 4,543 | $0.44M | 0.0% | -8.7% | 0.004% | |
3/5/2024 | Fisher Asset Management LLC | 2,628 | $0.25M | 0.0% | N/A | 0.002% | |
3/1/2024 | Creekmur Asset Management LLC | 7,013 | $0.67M | 0.2% | N/A | 0.006% | |
3/1/2024 | Goldman Sachs Group Inc. | 156,819 | $14.93M | 0.0% | +21.5% | 0.127% | |
3/1/2024 | Pineridge Advisors LLC | 377 | $36K | 0.0% | N/A | 0.000% | |
2/28/2024 | EP Wealth Advisors LLC | 26,108 | $2.49M | 0.0% | +1,395.3% | 0.021% | |
2/26/2024 | Integrated Advisors Network LLC | 23,521 | $2.24M | 0.1% | +1.1% | 0.019% | |
2/21/2024 | WNY Asset Management LLC | 18,565 | $1.77M | 0.3% | -42.1% | 0.015% | |
2/21/2024 | Smith Shellnut Wilson LLC ADV | 105,803 | $10.07M | 5.8% | -9.8% | 0.086% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 2,145 | $0.20M | 0.1% | N/A | 0.002% | |
2/16/2024 | SageView Advisory Group LLC | 4,543 | $0.44M | 0.0% | -8.7% | 0.004% | |
2/16/2024 | Global Assets Advisory LLC | 10,489 | $1M | 1.3% | -5.8% | 0.008% | |
2/16/2024 | Harbour Investments Inc. | 4,555 | $0.43M | 0.0% | +7.8% | 0.004% | |
2/16/2024 | Aspect Partners LLC | 10,903 | $1.04M | 0.7% | N/A | 0.009% | |
2/16/2024 | O Dell Group LLC | 1,301 | $0.12M | 0.0% | N/A | 0.001% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 11,166 | $1.06M | 0.0% | -11.0% | 0.009% | |
2/15/2024 | Venture Visionary Partners LLC | 50,314 | $4.79M | 0.3% | +3.2% | 0.041% | |
2/15/2024 | Townsquare Capital LLC | 42,355 | $4.03M | 0.1% | +842.7% | 0.034% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 3,941 | $0.38M | 0.0% | +7.6% | 0.003% | |
2/15/2024 | Atlas Capital Advisors LLC | 280 | $27K | 0.0% | -69.8% | 0.000% | |
2/15/2024 | Vident Advisory LLC | 3,275 | $0.31M | 0.0% | -17.9% | 0.003% | |
2/15/2024 | Freedom Investment Management Inc. | 3,265 | $0.31M | 0.0% | +24.8% | 0.003% | |
2/15/2024 | Buckingham Strategic Partners LLC | 8,466 | $0.81M | 0.0% | +7.1% | 0.007% | |
2/15/2024 | Baird Financial Group Inc. | 332,178 | $31.62M | 0.1% | +1.0% | 0.269% | |
2/15/2024 | Brevan Howard Capital Management LP | 25,362 | $2.41M | 0.0% | N/A | 0.021% | |
2/15/2024 | Comerica Bank | 126,788 | $12.07M | 0.1% | +0.5% | 0.103% | |
2/14/2024 | Royal Bank of Canada | 1,527,928 | $145.46M | 0.0% | +0.2% | 1.236% | |
2/14/2024 | Midland Wealth Advisors LLC | 10,198 | $0.97M | 0.1% | N/A | 0.008% | |
2/14/2024 | Continuum Advisory LLC | 29,717 | $2.83M | 0.4% | -8.0% | 0.024% | |
2/14/2024 | Pathstone Holdings LLC | 3,175 | $0.30M | 0.0% | N/A | 0.003% | |
2/14/2024 | Pinnacle Holdings LLC | 2,620 | $0.25M | 0.1% | +66.9% | 0.002% | |
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2/14/2024 | Kestra Advisory Services LLC | 106,670 | $10.16M | 0.1% | +3.1% | 0.086% | |
2/14/2024 | Coastwise Capital Group LLC | 2,173 | $0.21M | 0.2% | -9.6% | 0.002% | |
2/14/2024 | Creative Planning | 80,839 | $7.70M | 0.0% | -0.4% | 0.065% | |
2/14/2024 | Brown Wealth Management LLC | 40,286 | $3.84M | 1.7% | N/A | 0.033% | |
2/14/2024 | RMB Capital Management LLC | 29,516 | $2.81M | 0.1% | -9.2% | 0.024% | |
2/14/2024 | Jacobi Capital Management LLC | 71,685 | $6.82M | 0.7% | -3.9% | 0.058% | |
2/14/2024 | MGO One Seven LLC | 27,340 | $2.60M | 0.1% | +729.2% | 0.022% | |
2/14/2024 | Cresset Asset Management LLC | 1,357,853 | $129.27M | 0.8% | +5.1% | 1.099% | |
2/14/2024 | Regal Investment Advisors LLC | 5,701 | $0.54M | 0.0% | +10.2% | 0.005% | |
2/14/2024 | Personal CFO Solutions LLC | 2,387 | $0.23M | 0.0% | -4.8% | 0.002% | |
2/14/2024 | Waterloo Capital L.P. | 4,072 | $0.39M | 0.1% | -6.0% | 0.003% | |
2/14/2024 | CFS Investment Advisory Services LLC | 146,015 | $13.90M | 2.5% | +15.8% | 0.118% | |
2/14/2024 | Azimuth Capital Investment Management LLC | 4,925 | $0.47M | 0.0% | -90.0% | 0.004% | |
2/13/2024 | Platform Technology Partners | 11,462 | $1.10M | 0.4% | +22.1% | 0.009% | |
2/13/2024 | Envestnet Asset Management Inc. | 360,046 | $34.28M | 0.0% | -12.5% | 0.291% | |
2/13/2024 | Stephens Inc. AR | 17,377 | $1.65M | 0.0% | +78.3% | 0.014% | |
2/13/2024 | Northern Trust Corp | 13,857 | $1.32M | 0.0% | -16.3% | 0.011% | |
2/13/2024 | Cetera Advisor Networks LLC | 219,272 | $20.88M | 0.1% | -8.7% | 0.177% | |
2/13/2024 | Annex Advisory Services LLC | 10,328 | $0.98M | 0.0% | -11.9% | 0.008% | |
2/13/2024 | Oppenheimer & Co. Inc. | 107,557 | $10.24M | 0.2% | -2.1% | 0.087% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,284 | $0.12M | 0.0% | -95.9% | 0.001% | |
2/13/2024 | General American Investors Co. Inc. | 17,500 | $1.67M | 0.1% | +17.4% | 0.014% | |
2/13/2024 | Copperwynd Financial LLC | 7,884 | $0.75M | 0.3% | -19.0% | 0.006% | |
2/13/2024 | Goldman Sachs Group Inc. | 156,819 | $14.93M | 0.0% | +21.5% | 0.127% | |
2/13/2024 | Intrepid Financial Planning Group LLC | 2,995 | $0.29M | 0.1% | -5.4% | 0.002% | |
2/13/2024 | Cornerstone Advisory LLC | 8,565 | $0.82M | 0.1% | N/A | 0.007% | |
2/13/2024 | Ratio Wealth Group | 71,642 | $6.82M | 1.5% | -14.2% | 0.058% | |
2/13/2024 | James J. Burns & Company LLC | 26,254 | $2.50M | 0.6% | -1.2% | 0.021% | |
2/12/2024 | Financial Partners Group LLC | 57,244 | $5.45M | 2.5% | +1.6% | 0.046% | |
2/12/2024 | Tradition Wealth Management LLC | 63,284 | $6.03M | 0.6% | +5.1% | 0.051% | |
2/12/2024 | Harvest Investment Services LLC | 44,230 | $4.21M | 1.9% | +2.8% | 0.036% | |
2/12/2024 | Catalytic Wealth RIA LLC | 44,061 | $4.20M | 1.9% | N/A | 0.036% | |
2/12/2024 | J. W. Coons Advisors LLC | 16,055 | $1.53M | 0.4% | -11.2% | 0.013% | |
2/12/2024 | Focus Financial Network Inc. ADV | 10,439 | $0.99M | 0.0% | N/A | 0.008% | |
2/12/2024 | Stifel Financial Corp | 289,105 | $27.52M | 0.0% | -10.9% | 0.234% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 31,295 | $2.98M | 0.0% | +12.9% | 0.025% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 10,507 | $1M | 0.1% | +52.6% | 0.009% | |
2/12/2024 | AAFMAA Wealth Management & Trust LLC | 49,268 | $4.69M | 2.7% | +4.9% | 0.040% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 109,954 | $10.47M | 4.0% | +799.9% | 0.089% | |
2/12/2024 | Alta Wealth Advisors LLC | 11,956 | $1.14M | 0.6% | +44.3% | 0.010% | |
2/12/2024 | Parallel Advisors LLC | 1,444 | $0.14M | 0.0% | -66.8% | 0.001% | |
2/12/2024 | Hilltop Holdings Inc. | 3,195 | $0.30M | 0.0% | -21.7% | 0.003% | |
2/9/2024 | Advisory Services Network LLC | 19,305 | $1.84M | 0.0% | -11.3% | 0.016% | |
2/9/2024 | ProVise Management Group LLC | 4,035 | $0.38M | 0.0% | -7.5% | 0.003% | |
2/9/2024 | Orion Portfolio Solutions LLC | 21,306 | $2.03M | 0.0% | +28.1% | 0.017% | |
2/9/2024 | SageView Advisory Group LLC | 4,543 | $0.44M | 0.0% | -8.7% | 0.004% | |
2/9/2024 | US Bancorp DE | 74,432 | $7.09M | 0.0% | -0.9% | 0.060% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 481,004 | $45.79M | 0.2% | -0.5% | 0.389% | |
2/9/2024 | WBI Investments LLC | 3,461 | $0.33M | 0.1% | -9.3% | 0.003% | |
2/9/2024 | Banco de Sabadell S.A | 26,192 | $2.49M | 1.9% | +15.4% | 0.021% | |
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2/9/2024 | Tidemark LLC | 1,002 | $95K | 0.1% | N/A | 0.001% | |
2/9/2024 | InterOcean Capital Group LLC | 94,125 | $8.96M | 0.2% | -6.6% | 0.076% | |
2/9/2024 | Cassaday & Co Wealth Management LLC | 642,611 | $61.18M | 2.1% | +3.4% | 0.520% | |
2/9/2024 | Crewe Advisors LLC | 1,589 | $0.15M | 0.0% | N/A | 0.001% | |
2/9/2024 | Keystone Financial Group | 3,514 | $0.34M | 0.1% | +11.7% | 0.003% | |
2/9/2024 | L.M. Kohn & Company | 4,775 | $0.46M | 0.1% | -2.3% | 0.004% | |
2/9/2024 | Corient Private Wealth LLC | 128,595 | $12.24M | 0.0% | +0.1% | 0.104% | |
2/9/2024 | D.A. Davidson & CO. | 144,381 | $13.75M | 0.1% | +3.7% | 0.117% | |
2/9/2024 | Wells Fargo & Company MN | 2,059,742 | $196.09M | 0.1% | +6.6% | 1.666% | |
2/9/2024 | Thoroughbred Financial Services LLC | 74,236 | $7.07M | 0.6% | -3.9% | 0.060% | |