3/21/2024 | Grayhawk Investment Strategies Inc. | 69,590 | $5.43M | 2.8% | -65.5% | 0.018% | |
3/19/2024 | Financial Life Advisors | 65,646 | $5.12M | 2.2% | -25.9% | 0.017% | |
3/15/2024 | Hart & Patterson Financial Group LLC | 6,931 | $0.54M | 0.3% | N/A | 0.002% | |
3/15/2024 | Skyline Advisors Inc. | 4,601 | $0.36M | 0.2% | N/A | 0.001% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 55,978 | $4.37M | 0.1% | -60.0% | 0.015% | |
3/14/2024 | Yeomans Consulting Group Inc. | 35,912 | $2.80M | 1.4% | N/A | 0.009% | |
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3/14/2024 | Muirfield Wealth Advisors LLC | 39,929 | $3.12M | 3.3% | N/A | 0.010% | |
3/11/2024 | Vanguard Group Inc. | 21,957 | $1.71M | 0.0% | +13.2% | 0.006% | |
3/8/2024 | Trust Co. of Vermont | 4,231 | $0.33M | 0.0% | +69.0% | 0.001% | |
3/8/2024 | ICA Group Wealth Management LLC | 3,703 | $0.29M | 0.1% | -13.4% | 0.001% | |
3/6/2024 | SageView Advisory Group LLC | 132,880 | $10.69M | 0.4% | -51.3% | 0.035% | |
3/6/2024 | Willner & Heller LLC | 2,675 | $0.21M | 0.2% | N/A | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 4,239 | $0.33M | 0.0% | -3.7% | 0.001% | |
3/5/2024 | True Vision MN LLC | 6,495 | $0.51M | 0.4% | N/A | 0.002% | |
3/4/2024 | Richardson Financial Services Inc. | 8,543 | $0.67M | 0.6% | N/A | 0.002% | |
3/4/2024 | Fortis Group Advisors LLC | 25,178 | $1.85M | 0.5% | +5.2% | 0.007% | |
3/4/2024 | Vima LLC | 745 | $58K | 0.1% | N/A | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 20,908 | $1.63M | 0.5% | N/A | 0.005% | |
3/1/2024 | Goldman Sachs Group Inc. | 159,649 | $12.46M | 0.0% | +88.9% | 0.042% | |
3/1/2024 | Pineridge Advisors LLC | 446,526 | $34.84M | 11.5% | N/A | 0.116% | |
2/29/2024 | Scarborough Advisors LLC | 4,543 | $0.36M | 0.1% | -88.1% | 0.001% | |
2/29/2024 | Tortoise Investment Management LLC | 2,283 | $0.18M | 0.0% | -9.7% | 0.001% | |
2/28/2024 | Forthright Family Wealth Advisory LLC | 20,844 | $1.63M | 1.3% | N/A | 0.005% | |
2/28/2024 | EP Wealth Advisors LLC | 68,960 | $5.38M | 0.1% | -4.3% | 0.018% | |
2/26/2024 | Centaurus Financial Inc. | 19,900 | $1.55M | 0.1% | +6.8% | 0.005% | |
2/26/2024 | Integrated Advisors Network LLC | 16,366 | $1.28M | 0.1% | -1.8% | 0.004% | |
2/23/2024 | Regal Wealth Group Inc. | 55,313 | $4.31M | 2.7% | -20.5% | 0.014% | |
2/23/2024 | Arkansas Financial Group Inc. | 75,265 | $5.87M | 1.1% | -9.3% | 0.020% | |
2/23/2024 | Beacon Financial Group | 25,325 | $1.98M | 0.2% | +163.5% | 0.007% | |
2/22/2024 | Scarborough Advisors LLC | 333,286 | $26.01M | 1.2% | +772.1% | 0.087% | |
2/21/2024 | Raleigh Capital Management Inc. | 2,952 | $0.23M | 0.1% | -37.0% | 0.001% | |
2/21/2024 | Garde Capital Inc. | 8,350 | $0.65M | 0.0% | N/A | 0.002% | |
2/20/2024 | GLOBALT Investments LLC GA | 5,683 | $0.44M | 0.0% | N/A | 0.001% | |
2/20/2024 | Able Wealth Management LLC | 68,273 | $5.33M | 4.8% | N/A | 0.018% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 18,968 | $1.48M | 1.3% | N/A | 0.005% | |
2/20/2024 | Pacific Center for Financial Services | 127,628 | $9.96M | 3.1% | -1.9% | 0.033% | |
2/17/2024 | FIL Ltd | 463,861 | $36.20M | 0.0% | +24.3% | 0.121% | |
2/16/2024 | Hobbs Group Advisors LLC | 35,327 | $2.76M | 1.2% | N/A | 0.009% | |
2/16/2024 | SageView Advisory Group LLC | 132,880 | $10.69M | 0.4% | -51.3% | 0.035% | |
2/16/2024 | Harbour Investments Inc. | 36,484 | $2.85M | 0.1% | -28.4% | 0.010% | |
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2/16/2024 | Aspect Partners LLC | 604 | $47K | 0.0% | N/A | 0.000% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 21,412 | $1.67M | 1.1% | -26.4% | 0.006% | |
2/16/2024 | Optimist Retirement Group LLC | 2,712 | $0.21M | 0.1% | N/A | 0.001% | |
2/16/2024 | O Dell Group LLC | 529 | $41K | 0.0% | N/A | 0.000% | |
2/15/2024 | GTS Securities LLC | 7,542 | $0.59M | 0.0% | -4.3% | 0.002% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 7,988,894 | $623.37M | 1.9% | +11.4% | 2.083% | |
2/15/2024 | High Falls Advisors Inc | 31,008 | $2.42M | 0.6% | -65.1% | 0.008% | |
2/15/2024 | Townsquare Capital LLC | 62,855 | $4.91M | 0.1% | -15.7% | 0.016% | |
2/15/2024 | Front Row Advisors LLC | 3,458 | $0.27M | 0.1% | -10.0% | 0.001% | |
2/15/2024 | Swmg LLC | 17,730 | $1.38M | 0.7% | -41.4% | 0.005% | |
2/15/2024 | Main Street Group LTD | 1,186 | $93K | 0.0% | N/A | 0.000% | |
2/15/2024 | Hilltop Partners LLC | 25,428 | $1.98M | 0.8% | -1.2% | 0.007% | |
2/15/2024 | Barclays PLC | 303,231 | $23.66M | 0.0% | +57.7% | 0.079% | |
2/15/2024 | West Michigan Advisors LLC | 9,458 | $0.74M | 0.3% | -2.5% | 0.002% | |
2/15/2024 | Modern Wealth Management LLC | 53,911 | $4.21M | 0.6% | N/A | 0.014% | |
2/15/2024 | Nwam LLC | 34,781 | $2.71M | 0.2% | -6.9% | 0.009% | |
2/15/2024 | Oxford Financial Group LTD. LLC | 4,176 | $0.33M | 0.0% | -14.4% | 0.001% | |
2/15/2024 | Forefront Analytics LLC | 12,143 | $0.95M | 0.5% | +5.0% | 0.003% | |
2/15/2024 | Buckingham Strategic Partners LLC | 4,708 | $0.37M | 0.0% | -22.1% | 0.001% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 30,629 | $2.39M | 0.0% | +262.3% | 0.008% | |
2/15/2024 | Baird Financial Group Inc. | 160,082 | $12.49M | 0.0% | +5.0% | 0.042% | |
2/15/2024 | Bell Investment Advisors Inc | 30,100 | $2.35M | 0.5% | -13.9% | 0.008% | |
2/15/2024 | BlueCrest Capital Management Ltd | 2,592 | $0.20M | 0.0% | N/A | 0.001% | |
2/15/2024 | Comerica Bank | 343,654 | $26.82M | 0.1% | -2.1% | 0.090% | |
2/14/2024 | Royal Bank of Canada | 2,197,425 | $171.46M | 0.0% | +1.7% | 0.573% | |
2/14/2024 | Syverson Strege & Co | 40,499 | $3.16M | 1.2% | -18.7% | 0.011% | |
2/14/2024 | Continuum Advisory LLC | 5,578 | $0.44M | 0.1% | -54.7% | 0.001% | |
2/14/2024 | Pathstone Holdings LLC | 12,320 | $0.96M | 0.0% | N/A | 0.003% | |
2/14/2024 | Waverly Advisors LLC | 2,850 | $0.22M | 0.0% | -62.8% | 0.001% | |
2/14/2024 | Kestra Advisory Services LLC | 308,578 | $24.08M | 0.2% | -5.9% | 0.080% | |
2/14/2024 | LM Advisors LLC | 5,035 | $0.39M | 0.1% | N/A | 0.001% | |
2/14/2024 | Creative Planning | 202,431 | $15.80M | 0.0% | -9.9% | 0.053% | |
2/14/2024 | Brown Wealth Management LLC | 43,548 | $3.40M | 1.5% | -13.1% | 0.011% | |
2/14/2024 | Redwood Investment Management LLC | 6,756 | $0.53M | 0.0% | +16.2% | 0.002% | |
2/14/2024 | Jacobi Capital Management LLC | 15,164 | $1.18M | 0.1% | -0.9% | 0.004% | |
2/14/2024 | BOKF NA | 2,395 | $0.19M | 0.0% | +252.2% | 0.001% | |
2/14/2024 | Icon Wealth Advisors LLC | 68,392 | $5.34M | 0.6% | N/A | 0.018% | |
2/14/2024 | MGO One Seven LLC | 31,491 | $2.46M | 0.1% | -9.2% | 0.008% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 14,621 | $1.14M | 1.0% | N/A | 0.004% | |
2/14/2024 | Visionary Wealth Advisors | 33,590 | $2.62M | 0.2% | -5.4% | 0.009% | |
2/14/2024 | Enzi Wealth | 135,148 | $10.77M | 5.2% | -12.4% | 0.035% | |
2/14/2024 | Cresset Asset Management LLC | 129,723 | $10.12M | 0.1% | +3.5% | 0.034% | |
2/14/2024 | Regal Investment Advisors LLC | 52,141 | $4.07M | 0.3% | -22.1% | 0.014% | |
2/14/2024 | Sei Investments Co. | 2,799,988 | $218.48M | 0.4% | -1.9% | 0.730% | |
2/14/2024 | Mosley Wealth Management | 10,749 | $0.84M | 0.8% | N/A | 0.003% | |
2/14/2024 | Teilinger Capital Ltd. | 32,000 | $2.50M | 1.3% | -66.3% | 0.008% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 11,931 | $0.93M | 0.9% | N/A | 0.003% | |
2/14/2024 | Wealth Quarterback LLC | 4,354 | $0.34M | 0.2% | -23.3% | 0.001% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 31,058 | $2.42M | 0.3% | -8.0% | 0.008% | |
2/14/2024 | NCM Capital Management LLC | 3,126 | $0.24M | 0.1% | N/A | 0.001% | |
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2/14/2024 | CFS Investment Advisory Services LLC | 76,986 | $6.01M | 1.1% | -34.0% | 0.020% | |
2/13/2024 | Client 1ST Advisory Group LLC | 21,364 | $1.67M | 0.8% | -18.1% | 0.006% | |
2/13/2024 | Angeles Wealth Management LLC | 1,126 | $88K | 0.0% | N/A | 0.000% | |
2/13/2024 | Morningstar Investment Services LLC | 10,924 | $0.85M | 0.0% | +96.7% | 0.003% | |
2/13/2024 | Envestnet Asset Management Inc. | 15,485,631 | $1.21B | 0.5% | -31.9% | 4.037% | |
2/13/2024 | Stephens Inc. AR | 21,640 | $1.69M | 0.0% | -0.9% | 0.006% | |
2/13/2024 | Northern Trust Corp | 76,443 | $5.97M | 0.0% | +24.7% | 0.020% | |
2/13/2024 | Exencial Wealth Advisors LLC | 8,950 | $0.70M | 0.0% | N/A | 0.002% | |
2/13/2024 | Joseph Group Capital Management | 8,008 | $0.63M | 0.4% | -11.2% | 0.002% | |
2/13/2024 | 1832 Asset Management L.P. | 100,860 | $7.87M | 0.0% | -2.1% | 0.026% | |