3/15/2024 | Skyline Advisors Inc. | 51,057 | $2.52M | 1.2% | N/A | 0.005% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 215,168 | $10.62M | 0.3% | -25.2% | 0.019% | |
3/15/2024 | VanderPol Investments L.L.C. | 15,735 | $0.78M | 2.6% | N/A | 0.001% | |
3/12/2024 | Rovin Capital UT ADV | 75,724 | $3.74M | 1.7% | N/A | 0.007% | |
3/11/2024 | Vanguard Group Inc. | 34,054,116 | $1.68B | 0.0% | +27.5% | 3.078% | |
3/8/2024 | ICA Group Wealth Management LLC | 18,786 | $0.93M | 0.2% | -3.7% | 0.002% | |
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3/6/2024 | SageView Advisory Group LLC | 51,800 | $2.53M | 0.1% | +25.5% | 0.005% | |
3/5/2024 | Fisher Asset Management LLC | 21,309 | $1.05M | 0.0% | +68.7% | 0.002% | |
3/5/2024 | True Vision MN LLC | 33,274 | $1.64M | 1.3% | N/A | 0.003% | |
3/5/2024 | Slagle Financial LLC | 10,658 | $0.53M | 0.1% | +78.1% | 0.001% | |
3/4/2024 | Tucker Asset Management LLC | 840 | $41K | 0.0% | +1,373.7% | 0.000% | |
3/4/2024 | Richardson Financial Services Inc. | 4,402 | $0.22M | 0.2% | N/A | 0.000% | |
3/4/2024 | Fortis Group Advisors LLC | 1,714 | $85K | 0.0% | +1,472.5% | 0.000% | |
3/1/2024 | Transcendent Capital Group LLC | 3,016 | $0.15M | 0.1% | N/A | 0.000% | |
2/28/2024 | Forthright Family Wealth Advisory LLC | 15,000 | $0.74M | 0.6% | N/A | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 4,259 | $0.21M | 0.0% | -20.2% | 0.000% | |
2/26/2024 | Syon Capital LLC | 15,719 | $0.78M | 0.1% | N/A | 0.001% | |
2/26/2024 | Centaurus Financial Inc. | 6,664 | $0.33M | 0.0% | +21.3% | 0.001% | |
2/26/2024 | Integrated Advisors Network LLC | 54,514 | $2.69M | 0.2% | +10.5% | 0.005% | |
2/23/2024 | Arkansas Financial Group Inc. | 70,070 | $3.46M | 0.6% | +4.0% | 0.006% | |
2/21/2024 | Raleigh Capital Management Inc. | 7,488 | $0.37M | 0.2% | -3.8% | 0.001% | |
2/21/2024 | WNY Asset Management LLC | 7,266 | $0.36M | 0.1% | -5.4% | 0.001% | |
2/21/2024 | American Trust | 82,306 | $4.06M | 0.3% | -18.8% | 0.007% | |
2/20/2024 | Able Wealth Management LLC | 5,667 | $0.28M | 0.3% | N/A | 0.001% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 15,529 | $0.77M | 0.7% | N/A | 0.001% | |
2/17/2024 | FIL Ltd | 226,564 | $11.18M | 0.0% | +9.2% | 0.020% | |
2/16/2024 | SageView Advisory Group LLC | 51,800 | $2.53M | 0.1% | +25.5% | 0.005% | |
2/16/2024 | Harbour Investments Inc. | 76,523 | $3.78M | 0.2% | -0.9% | 0.007% | |
2/16/2024 | Clarity Asset Management Inc. | 114,061 | $5.63M | 4.5% | N/A | 0.010% | |
2/16/2024 | Aspect Partners LLC | 9,043 | $0.45M | 0.3% | N/A | 0.001% | |
2/15/2024 | Gould Capital LLC | 140,083 | $6.92M | 5.1% | -1.5% | 0.013% | |
2/15/2024 | Arkos Global Advisors | 5,532 | $0.27M | 0.0% | -4.6% | 0.001% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 14,178,983 | $699.95M | 2.1% | +11.9% | 1.282% | |
2/15/2024 | Townsquare Capital LLC | 4,928 | $0.24M | 0.0% | +11.3% | 0.000% | |
2/15/2024 | Swmg LLC | 4,111 | $0.20M | 0.1% | N/A | 0.000% | |
2/15/2024 | Dagco Inc. | 34,613 | $1.71M | 1.6% | N/A | 0.003% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 6,151 | $0.30M | 0.0% | N/A | 0.001% | |
2/15/2024 | Hilltop Partners LLC | 5,036 | $0.25M | 0.1% | -18.2% | 0.000% | |
2/15/2024 | Vanguard Group Inc. | 17,744,045 | $875.94M | 0.0% | -33.6% | 1.604% | |
2/15/2024 | Weitzel Financial Services Inc. | 267,539 | $13.15M | 7.0% | -1.0% | 0.024% | |
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2/15/2024 | Modera Wealth Management LLC | 110,146 | $5.44M | 0.1% | +1.3% | 0.010% | |
2/15/2024 | Modern Wealth Management LLC | 5,074 | $0.25M | 0.0% | N/A | 0.000% | |
2/15/2024 | Nwam LLC | 137,797 | $6.80M | 0.5% | +3.6% | 0.012% | |
2/15/2024 | OLD Mission Capital LLC | 1,055,561 | $52.11M | 1.0% | N/A | 0.095% | |
2/15/2024 | Forefront Analytics LLC | 202,884 | $10.02M | 4.9% | +514.7% | 0.018% | |
2/15/2024 | Freedom Investment Management Inc. | 20,128 | $0.99M | 0.1% | +47.3% | 0.002% | |
2/15/2024 | Buckingham Strategic Partners LLC | 46,630 | $2.30M | 0.1% | -11.3% | 0.004% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 31,542 | $1.56M | 0.0% | +5.0% | 0.003% | |
2/15/2024 | Baird Financial Group Inc. | 79,347 | $3.92M | 0.0% | +2.5% | 0.007% | |
2/15/2024 | Bragg Financial Advisors Inc | 25,023 | $1.24M | 0.1% | +3.4% | 0.002% | |
2/15/2024 | Comerica Bank | 256,249 | $12.65M | 0.1% | -2.0% | 0.023% | |
2/14/2024 | Royal Bank of Canada | 5,956,674 | $294.05M | 0.1% | +1.3% | 0.538% | |
2/14/2024 | Pathstone Holdings LLC | 5,021 | $0.25M | 0.0% | N/A | 0.000% | |
2/14/2024 | Waverly Advisors LLC | 22,614 | $1.12M | 0.0% | -24.8% | 0.002% | |
2/14/2024 | Kestra Advisory Services LLC | 276,590 | $13.65M | 0.1% | +1.7% | 0.025% | |
2/14/2024 | Creative Planning | 207,272 | $10.23M | 0.0% | -1.7% | 0.019% | |
2/14/2024 | Redwood Investment Management LLC | 22,326 | $1.10M | 0.1% | +7.8% | 0.002% | |
2/14/2024 | BOKF NA | 153,565 | $7.58M | 0.1% | +56.7% | 0.014% | |
2/14/2024 | Broadview Financial Management LLC | 38,324 | $1.89M | 1.5% | N/A | 0.003% | |
2/14/2024 | MGO One Seven LLC | 15,931 | $0.79M | 0.0% | +4.7% | 0.001% | |
2/14/2024 | Olympus Wealth Management LLC | 5,306 | $0.26M | 0.1% | N/A | 0.000% | |
2/14/2024 | Regal Investment Advisors LLC | 11,013 | $0.54M | 0.0% | -2.8% | 0.001% | |
2/14/2024 | Sei Investments Co. | 1,573,511 | $77.68M | 0.1% | +7.0% | 0.142% | |
2/14/2024 | Schroder Investment Management Group | 310,350 | $15.32M | 0.0% | -3.1% | 0.028% | |
2/14/2024 | Prudential PLC | 85,525 | $4.22M | 0.0% | -3.8% | 0.008% | |
2/14/2024 | Waterford Advisors LLC | 272,707 | $13.46M | 6.3% | +17.7% | 0.025% | |
2/13/2024 | Envestnet Asset Management Inc. | 48,982,387 | $2.42B | 1.0% | +3.5% | 4.428% | |
2/13/2024 | Stephens Inc. AR | 13,340 | $0.66M | 0.0% | -2.7% | 0.001% | |
2/13/2024 | Exencial Wealth Advisors LLC | 50,463 | $2.49M | 0.1% | +46.3% | 0.005% | |
2/13/2024 | Vawter Financial Ltd. | 158,747 | $7.84M | 6.1% | +37.4% | 0.014% | |
2/13/2024 | 1832 Asset Management L.P. | 697,496 | $34.43M | 0.0% | -33.0% | 0.063% | |
2/13/2024 | Cetera Advisor Networks LLC | 1,578,009 | $77.90M | 0.4% | -2.2% | 0.143% | |
2/13/2024 | Essential Planning LLC. | 8,397 | $0.42M | 0.2% | +3.7% | 0.001% | |
2/13/2024 | Oppenheimer & Co. Inc. | 24,263 | $1.20M | 0.0% | +7.1% | 0.002% | |
2/13/2024 | Trademark Financial Management LLC | 26,332 | $1.30M | 1.0% | N/A | 0.002% | |
2/13/2024 | Goldman Sachs Group Inc. | 4,757,053 | $234.83M | 0.0% | +4.1% | 0.430% | |
2/13/2024 | CIBC Private Wealth Group LLC | 6,169 | $0.31M | 0.0% | N/A | 0.001% | |
2/13/2024 | Advisory Services & Investments LLC | 45,462 | $2.24M | 1.7% | +195.1% | 0.004% | |
2/13/2024 | Legacy Financial Group Inc. | 95,288 | $4.70M | 2.1% | +22.7% | 0.009% | |
2/13/2024 | Pinnacle Financial Group LLC IL | 7,200 | $0.36M | 0.2% | N/A | 0.001% | |
2/13/2024 | The Manufacturers Life Insurance Company | 175,226 | $8.65M | 0.0% | -5.0% | 0.016% | |
2/13/2024 | Jones Financial Companies Lllp | 132,665 | $6.55M | 0.0% | -3.6% | 0.012% | |
2/12/2024 | American Investment Services Inc. | 7,035 | $0.35M | 0.1% | +27.1% | 0.001% | |
2/12/2024 | Condor Capital Management | 8,959 | $0.44M | 0.0% | N/A | 0.001% | |
2/12/2024 | Chesapeake Wealth Management | 98,946 | $4.88M | 1.9% | -4.3% | 0.009% | |
2/12/2024 | Strategic Financial Planning Inc. | 59,850 | $2.95M | 2.3% | +4.2% | 0.005% | |
2/12/2024 | Scotia Capital Inc. | 122,376 | $6.04M | 0.0% | -0.5% | 0.011% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 4,573 | $0.23M | 0.0% | -7.9% | 0.000% | |
2/12/2024 | StoneX Group Inc. | 11,092 | $0.55M | 0.1% | +8.6% | 0.001% | |
2/12/2024 | NYL Investors LLC | 72,200 | $3.56M | 0.1% | -1.5% | 0.007% | |
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2/12/2024 | Fischer Investment Strategies LLC | 258,066 | $12.74M | 9.6% | +3.0% | 0.023% | |
2/12/2024 | Focus Financial Network Inc. ADV | 25,019 | $1.24M | 0.0% | N/A | 0.002% | |
2/12/2024 | Stifel Financial Corp | 435,909 | $21.52M | 0.0% | -0.6% | 0.039% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 131,137 | $6.47M | 0.1% | +140.4% | 0.012% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 6,430 | $0.32M | 0.0% | +18.6% | 0.001% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 7,610 | $0.38M | 0.1% | +4.1% | 0.001% | |
2/12/2024 | Human Investing LLC | 410,126 | $20.25M | 4.4% | +0.5% | 0.037% | |
2/12/2024 | Alta Wealth Advisors LLC | 6,430 | $0.32M | 0.2% | -26.2% | 0.001% | |
2/12/2024 | Hilltop Holdings Inc. | 56,564 | $2.79M | 0.3% | +41.0% | 0.005% | |
2/12/2024 | MMA Asset Management LLC | 11,012 | $0.54M | 0.3% | -3.2% | 0.001% | |