9/12/2023 | Farther Finance Advisors LLC | 14,411 | $0.31M | 0.1% | +174.5% | 0.013% | |
9/7/2023 | Sterling Financial Group Inc. | 13,556 | $0.29M | 0.2% | N/A | 0.012% | |
9/7/2023 | Strategic Financial Concepts LLC | 35,307 | $0.75M | 0.3% | +32.4% | 0.032% | |
8/24/2023 | ProVise Management Group LLC | 40,395 | $0.86M | 0.1% | -20.6% | 0.037% | |
8/23/2023 | Stonebridge Capital Advisors LLC | 597,907 | $12.66M | 1.3% | -5.1% | 0.545% | |
8/22/2023 | Segment Wealth Management LLC | 29,545 | $0.63M | 0.1% | -7.5% | 0.027% | |
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8/22/2023 | Asset Dedication LLC | 1,837,963 | $38.89M | 3.3% | +0.3% | 1.676% | |
8/21/2023 | Osaic Holdings Inc. | 973,732 | $20.61M | 0.0% | -1.0% | 0.888% | |
8/16/2023 | Goepper Burkhardt LLC | 210,952 | $4.47M | 2.7% | -4.5% | 0.192% | |
8/15/2023 | Equitable Holdings Inc. | 157,270 | $3.33M | 0.0% | +71.5% | 0.143% | |
8/15/2023 | Wells Fargo & Company MN | 3,060,313 | $64.79M | 0.0% | -12.9% | 2.791% | |
8/15/2023 | IMA Wealth Inc. | 45,742 | $0.97M | 0.2% | -93.8% | 0.042% | |
8/15/2023 | Jaffetilchin Investment Partners LLC | 569,148 | $12.05M | 1.3% | +32.5% | 0.519% | |
8/15/2023 | Integrated Wealth Concepts LLC | 967,678 | $20.49M | 0.4% | -5.4% | 0.883% | |
8/15/2023 | Benjamin F. Edwards & Company Inc. | 383,728 | $8.12M | 0.3% | +2.6% | 0.350% | |
8/15/2023 | Colony Group LLC | 66,505 | $1.41M | 0.0% | N/A | 0.061% | |
8/15/2023 | Wealthsource Partners LLC | 719,268 | $15.23M | 1.0% | -3.5% | 0.656% | |
8/15/2023 | Laurel Wealth Advisors LLC | 27,100 | $0.57M | 0.1% | -7.4% | 0.025% | |
8/15/2023 | Waverly Advisors LLC | 263,933 | $5.59M | 0.2% | N/A | 0.241% | |
8/15/2023 | Captrust Financial Advisors | 205,999 | $4.36M | 0.0% | +28.0% | 0.188% | |
8/15/2023 | Castleview Partners LLC | 37,401 | $0.79M | 0.7% | -36.9% | 0.034% | |
8/15/2023 | Tyler Stone Wealth Management | 37,098 | $0.79M | 0.4% | N/A | 0.034% | |
8/15/2023 | Royal Bank of Canada | 670,471 | $14.19M | 0.0% | -1.6% | 0.611% | |
8/15/2023 | Rockefeller Capital Management L.P. | 10,930 | $0.23M | 0.0% | -13.3% | 0.010% | |
8/15/2023 | Stifel Financial Corp | 342,856 | $7.26M | 0.0% | -22.1% | 0.313% | |
8/15/2023 | Citadel Advisors LLC | 128,194 | $2.71M | 0.0% | +743.4% | 0.117% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 154,177 | $3.26M | 0.0% | +73.8% | 0.141% | |
8/14/2023 | Stephens Inc. AR | 514,179 | $10.89M | 0.2% | +13.9% | 0.469% | |
8/14/2023 | Redwood Financial Network Corp | 146,536 | $3.10M | 2.9% | +1.1% | 0.134% | |
8/14/2023 | Mirador Capital Partners LP | 87,013 | $1.84M | 0.4% | -82.9% | 0.079% | |
8/14/2023 | IFP Advisors Inc | 19,430 | $0.41M | 0.0% | -52.4% | 0.018% | |
8/14/2023 | Kohmann Bosshard Financial Services LLC | 42,828 | $0.91M | 0.2% | -4.8% | 0.039% | |
8/14/2023 | Two Sigma Securities LLC | 32,912 | $0.70M | 0.0% | -42.6% | 0.030% | |
8/14/2023 | MML Investors Services LLC | 266,745 | $5.65M | 0.0% | +31.5% | 0.243% | |
8/14/2023 | Thrivent Financial for Lutherans | 247,416 | $5.24M | 0.0% | +11.6% | 0.226% | |
8/14/2023 | Guardian Wealth Advisors LLC NC | 82,704 | $1.75M | 0.3% | +2.3% | 0.075% | |
8/14/2023 | Cerity Partners LLC | 17,279 | $0.37M | 0.0% | -3.9% | 0.016% | |
8/14/2023 | Eqis Capital Management Inc. | 14,348 | $0.30M | 0.0% | -30.7% | 0.013% | |
8/11/2023 | Regal Investment Advisors LLC | 21,230 | $0.45M | 0.0% | +8.2% | 0.019% | |
8/11/2023 | Renaissance Technologies LLC | 806,088 | $17.07M | 0.0% | +110.8% | 0.735% | |
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8/11/2023 | Cibc World Market Inc. | 16,625 | $0.35M | 0.0% | +18.8% | 0.015% | |
8/11/2023 | Baird Financial Group Inc. | 476,181 | $10.08M | 0.0% | +192.1% | 0.434% | |
8/11/2023 | BlackRock Inc. | 5,180 | $0.11M | 0.0% | +38.6% | 0.005% | |
8/11/2023 | Ameritas Investment Partners Inc. | 8,041 | $0.17M | 0.0% | -14.4% | 0.007% | |
8/11/2023 | Kestra Advisory Services LLC | 143,335 | $3.03M | 0.0% | -84.7% | 0.131% | |
8/11/2023 | Flaharty Asset Management LLC | 60,818 | $1.29M | 0.2% | -15.4% | 0.055% | |
8/11/2023 | D.A. Davidson & CO. | 104,760 | $2.22M | 0.0% | +31.5% | 0.096% | |
8/11/2023 | JPMorgan Chase & Co. | 7,344 | $0.16M | 0.0% | -55.8% | 0.007% | |
8/11/2023 | PNC Financial Services Group Inc. | 16,047 | $0.34M | 0.0% | +92.2% | 0.015% | |
8/10/2023 | Osaic Holdings Inc. | 973,732 | $20.61M | 0.0% | -1.0% | 0.888% | |
8/10/2023 | Davis R M Inc. | 643,617 | $13.63M | 0.3% | -7.8% | 0.587% | |
8/10/2023 | Strategic Family Wealth Counselors L.L.C. | 475,127 | $10.06M | 4.6% | +0.6% | 0.433% | |
8/10/2023 | Commonwealth Equity Services LLC | 832,777 | $17.63M | 0.0% | -18.8% | 0.759% | |
8/10/2023 | Private Advisor Group LLC | 240,653 | $5.10M | 0.0% | -4.1% | 0.219% | |
8/10/2023 | TI Trust Inc. | 21,119 | $0.45M | 0.4% | -18.9% | 0.019% | |
8/10/2023 | Berger Financial Group Inc | 97,549 | $2.07M | 0.2% | +63.9% | 0.089% | |
8/10/2023 | Cetera Advisors LLC | 46,902 | $0.99M | 0.0% | -37.0% | 0.043% | |
8/10/2023 | Cetera Advisor Networks LLC | 132,865 | $2.81M | 0.0% | +1.0% | 0.121% | |
8/10/2023 | Wintrust Investments LLC | 141,725 | $3M | 0.3% | -47.3% | 0.129% | |
8/10/2023 | Financial Architects Inc | 91,623 | $1.94M | 0.3% | -4.0% | 0.084% | |
8/9/2023 | Oder Investment Management LLC | 124,316 | $2.63M | 2.9% | -1.8% | 0.113% | |
8/9/2023 | Montag A & Associates Inc. | 214,087 | $4.53M | 0.3% | -13.3% | 0.195% | |
8/9/2023 | Lido Advisors LLC | 8,932,119 | $189.09M | 1.3% | -6.5% | 8.146% | |
8/9/2023 | Financial Advisory Group | 110,807 | $2.35M | 0.5% | -2.1% | 0.101% | |
8/8/2023 | Geneos Wealth Management Inc. | 77,141 | $1.63M | 0.1% | +5.5% | 0.070% | |
8/8/2023 | Kestra Private Wealth Services LLC | 384,660 | $8.14M | 0.3% | +6.3% | 0.351% | |
8/8/2023 | 3D L Capital Management LLC | 29,921 | $0.63M | 0.2% | -32.3% | 0.027% | |
8/8/2023 | Blue Barn Wealth LLC | 343,976 | $7.28M | 4.7% | -5.2% | 0.314% | |
8/8/2023 | Prospera Financial Services Inc | 64,081 | $1.36M | 0.1% | +1.5% | 0.058% | |
8/8/2023 | GSB Wealth Management LLC | 19,290 | $0.41M | 0.1% | -51.8% | 0.018% | |
8/7/2023 | Northcape Wealth Management LLC | 57,564 | $1.22M | 0.4% | -87.2% | 0.052% | |
8/7/2023 | Second Half Financial Partners LLC | 39,589 | $0.84M | 0.2% | N/A | 0.036% | |
8/7/2023 | TrinityPoint Wealth LLC | 17,646 | $0.37M | 0.1% | -4.2% | 0.016% | |
8/4/2023 | Envestnet Asset Management Inc. | 357,232 | $7.56M | 0.0% | +28.0% | 0.326% | |
8/4/2023 | Rebalance LLC | 511,733 | $10.83M | 1.0% | -3.1% | 0.467% | |
8/4/2023 | Savant Capital LLC | 33,795 | $0.72M | 0.0% | +19.3% | 0.031% | |
8/4/2023 | Carnegie Capital Asset Management LLC | 216,953 | $4.59M | 0.2% | -18.2% | 0.198% | |
8/4/2023 | Cullen Frost Bankers Inc. | 2,400 | $51K | 0.0% | N/A | 0.002% | |
8/4/2023 | Delta Investment Management LLC | 182,206 | $3.86M | 1.1% | +8.9% | 0.166% | |
8/4/2023 | IFP Advisors Inc | 19,430 | $0.39M | 0.0% | -52.4% | 0.018% | |
8/4/2023 | Apollon Wealth Management LLC | 51,821 | $1.10M | 0.1% | -9.0% | 0.047% | |
8/3/2023 | Atria Wealth Solutions Inc. | 445,545 | $9.43M | 0.1% | +13.6% | 0.406% | |
8/3/2023 | AlphaStar Capital Management LLC | 47,823 | $1.01M | 0.1% | +11.1% | 0.044% | |
8/3/2023 | Larson Financial Group LLC | 1,444 | $31K | 0.0% | -72.8% | 0.001% | |
8/3/2023 | Addison Advisors LLC | 143,984 | $3.05M | 1.5% | +4.9% | 0.131% | |
8/3/2023 | Optimum Investment Advisors | 40,489 | $0.86M | 0.4% | +2.8% | 0.037% | |
8/3/2023 | Retirement Solution Inc. | 119,816 | $2.54M | 0.8% | -1.6% | 0.109% | |
8/3/2023 | CWM LLC | 1,055,971 | $22.36M | 0.1% | +2.4% | 0.963% | |
8/3/2023 | Avidian Wealth Solutions LLC | 31,550 | $0.67M | 0.0% | +78.4% | 0.029% | |
8/3/2023 | RFG Advisory LLC | 18,881 | $0.40M | 0.0% | -13.7% | 0.017% | |
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8/3/2023 | Shufro Rose & Co. LLC | 30,360 | $0.64M | 0.1% | -61.0% | 0.028% | |
8/3/2023 | MONECO Advisors LLC | 37,898 | $0.80M | 0.2% | +217.9% | 0.035% | |
8/2/2023 | Bank of Montreal Can | 79,422 | $1.68M | 0.0% | N/A | 0.072% | |
8/2/2023 | Vaughan David Investments LLC IL | 431,844 | $9.14M | 0.3% | +0.5% | 0.394% | |
8/2/2023 | Beaumont Financial Advisors LLC | 83,138 | $1.76M | 0.2% | -3.8% | 0.076% | |
8/2/2023 | Meridian Wealth Management LLC | 11,383 | $0.24M | 0.0% | -28.8% | 0.010% | |
8/2/2023 | Sigma Planning Corp | 147,690 | $3.13M | 0.1% | -47.7% | 0.135% | |
8/1/2023 | RFP Financial Group LLC | 1,831 | $39K | 0.0% | N/A | 0.002% | |
8/1/2023 | Truist Financial Corp | 601,911 | $12.74M | 0.0% | +13.0% | 0.549% | |
8/1/2023 | Wealthspire Advisors LLC | 29,108 | $0.62M | 0.0% | -13.5% | 0.026% | |