3/15/2024 | B. Riley Wealth Advisors Inc. | 17,138 | $2.01M | 0.1% | -12.7% | 0.011% | |
3/14/2024 | Leo Wealth LLC | 7,391 | $0.87M | 0.1% | N/A | 0.005% | |
3/14/2024 | Yeomans Consulting Group Inc. | 19,023 | $2.23M | 1.1% | N/A | 0.012% | |
3/8/2024 | Trust Co. of Vermont | 2,940 | $0.35M | 0.0% | -24.1% | 0.002% | |
3/7/2024 | Objective Capital Management LLC | 1,760 | $0.21M | 0.2% | N/A | 0.001% | |
3/6/2024 | SageView Advisory Group LLC | 2,328 | $0.27M | 0.0% | -90.5% | 0.001% | |
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3/5/2024 | Fisher Asset Management LLC | 4,117 | $0.48M | 0.0% | N/A | 0.003% | |
3/4/2024 | Richardson Financial Services Inc. | 419 | $49K | 0.0% | N/A | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 588 | $69K | 0.0% | N/A | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 658,440 | $77.18M | 0.0% | -28.4% | 0.417% | |
2/29/2024 | Scarborough Advisors LLC | 36,001 | $4.22M | 0.9% | -10.0% | 0.023% | |
2/28/2024 | EP Wealth Advisors LLC | 10,306 | $1.21M | 0.0% | -8.1% | 0.007% | |
2/26/2024 | Centaurus Financial Inc. | 6,929 | $0.81M | 0.1% | -25.3% | 0.004% | |
2/26/2024 | Integrated Advisors Network LLC | 38,526 | $4.52M | 0.3% | -11.0% | 0.024% | |
2/23/2024 | Chicago Partners Investment Group LLC | 13,630 | $1.57M | 0.1% | +7.0% | 0.009% | |
2/21/2024 | Smith Shellnut Wilson LLC ADV | 24,938 | $2.92M | 1.7% | -24.3% | 0.016% | |
2/20/2024 | Able Wealth Management LLC | 6,789 | $0.80M | 0.7% | N/A | 0.004% | |
2/20/2024 | Taylor Financial Group Inc. | 16,810 | $1.97M | 1.6% | N/A | 0.011% | |
2/16/2024 | Hobbs Group Advisors LLC | 701 | $82K | 0.0% | N/A | 0.000% | |
2/16/2024 | SageView Advisory Group LLC | 2,328 | $0.27M | 0.0% | -90.5% | 0.001% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 3,950 | $0.46M | 0.0% | N/A | 0.003% | |
2/16/2024 | Harbour Investments Inc. | 6,166 | $0.72M | 0.0% | -1.8% | 0.004% | |
2/16/2024 | Security National Bank of SO Dak | 7,980 | $0.94M | 0.6% | -2.4% | 0.005% | |
2/16/2024 | Clarity Asset Management Inc. | 572 | $67K | 0.1% | N/A | 0.000% | |
2/16/2024 | GSA Capital Partners LLP | 22,211 | $2.60M | 0.2% | +1,049.0% | 0.014% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 213,909 | $25.07M | 0.1% | -0.7% | 0.135% | |
2/15/2024 | Venture Visionary Partners LLC | 12,848 | $1.51M | 0.1% | -1.9% | 0.008% | |
2/15/2024 | Main Management LLC | 3,505 | $0.41M | 0.0% | +3.0% | 0.002% | |
2/15/2024 | Main Street Group LTD | 487 | $57K | 0.0% | N/A | 0.000% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 75,931 | $8.90M | 0.2% | +2.0% | 0.048% | |
2/15/2024 | Waters Parkerson & CO. LLC | 1,868 | $0.22M | 0.0% | N/A | 0.001% | |
2/15/2024 | Mill Creek Capital Advisors LLC | 22,757 | $2.67M | 0.1% | -1.2% | 0.014% | |
2/15/2024 | Nwam LLC | 24,212 | $2.84M | 0.2% | +144.5% | 0.015% | |
2/15/2024 | OLD Mission Capital LLC | 2,135 | $0.25M | 0.0% | N/A | 0.001% | |
2/15/2024 | Bartlett & CO. Wealth Management LLC | 7,548 | $0.89M | 0.0% | +2.1% | 0.005% | |
2/15/2024 | Bradley Foster & Sargent Inc. CT | 6,500 | $0.76M | 0.0% | -5.8% | 0.004% | |
2/15/2024 | Buckingham Strategic Partners LLC | 6,993 | $0.82M | 0.0% | +6.6% | 0.004% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 2,746 | $0.32M | 0.0% | -14.3% | 0.002% | |
2/15/2024 | Baird Financial Group Inc. | 221,681 | $25.99M | 0.1% | +1.8% | 0.140% | |
2/15/2024 | Biltmore Family Office LLC | 2,024 | $0.24M | 0.0% | -4.7% | 0.001% | |
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2/15/2024 | Comerica Bank | 502,482 | $58.90M | 0.3% | -11.6% | 0.318% | |
2/14/2024 | Royal Bank of Canada | 2,972,312 | $348.41M | 0.1% | +15.2% | 1.882% | |
2/14/2024 | Midland Wealth Advisors LLC | 2,058 | $0.24M | 0.0% | N/A | 0.001% | |
2/14/2024 | Mairs & Power Inc. | 8,350 | $0.98M | 0.0% | +12.1% | 0.005% | |
2/14/2024 | New England Asset Management Inc. | 44,150 | $5.18M | 0.8% | -7.4% | 0.028% | |
2/14/2024 | Continuum Advisory LLC | 8,588 | $1.01M | 0.1% | -3.6% | 0.005% | |
2/14/2024 | Pathstone Holdings LLC | 79,734 | $9.35M | 0.1% | N/A | 0.050% | |
2/14/2024 | Waverly Advisors LLC | 1,748 | $0.21M | 0.0% | N/A | 0.001% | |
2/14/2024 | Kestra Advisory Services LLC | 109,031 | $12.78M | 0.1% | -3.3% | 0.069% | |
2/14/2024 | LM Advisors LLC | 1,125 | $0.13M | 0.0% | N/A | 0.001% | |
2/14/2024 | Vivaldi Capital Management LP | 31,915 | $3.62M | 1.1% | -3.6% | 0.020% | |
2/14/2024 | Creative Planning | 293,903 | $34.45M | 0.1% | +5.7% | 0.186% | |
2/14/2024 | RMB Capital Management LLC | 5,094 | $0.60M | 0.0% | -15.5% | 0.003% | |
2/14/2024 | BOKF NA | 129,954 | $15.23M | 0.3% | -45.6% | 0.082% | |
2/14/2024 | Hancock Whitney Corp | 27,626 | $3.24M | 0.1% | +9.5% | 0.017% | |
2/14/2024 | Cullen Capital Management LLC | 36,100 | $4.23M | 0.1% | N/A | 0.023% | |
2/14/2024 | Cresset Asset Management LLC | 47,813 | $5.61M | 0.0% | +2.1% | 0.030% | |
2/14/2024 | KPP Advisory Services LLC | 1,800 | $0.21M | 0.2% | -8.8% | 0.001% | |
2/14/2024 | Regal Investment Advisors LLC | 14,032 | $1.65M | 0.1% | -2.7% | 0.009% | |
2/14/2024 | Evercore Wealth Management LLC | 15,613 | $1.83M | 0.0% | -6.2% | 0.010% | |
2/14/2024 | Connectus Wealth LLC | 6,151 | $0.72M | 0.0% | -29.5% | 0.004% | |
2/14/2024 | Cairn Investment Group Inc. | 1,742 | $0.20M | 0.1% | N/A | 0.001% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 4,272 | $0.50M | 0.5% | N/A | 0.003% | |
2/14/2024 | Wealth Quarterback LLC | 26,019 | $3.05M | 1.9% | -51.4% | 0.016% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,742,979 | $204.31M | 0.1% | -7.8% | 1.104% | |
2/13/2024 | Stephens Inc. AR | 15,216 | $1.78M | 0.0% | +10.3% | 0.010% | |
2/13/2024 | Northern Trust Corp | 3,232,019 | $378.86M | 0.1% | -6.2% | 2.047% | |
2/13/2024 | Exencial Wealth Advisors LLC | 5,102 | $0.60M | 0.0% | +11.8% | 0.003% | |
2/13/2024 | Cetera Advisor Networks LLC | 253,111 | $29.67M | 0.2% | -0.2% | 0.160% | |
2/13/2024 | Annex Advisory Services LLC | 1,714 | $0.20M | 0.0% | N/A | 0.001% | |
2/13/2024 | Oppenheimer & Co. Inc. | 37,788 | $4.43M | 0.1% | +0.5% | 0.024% | |
2/13/2024 | Tower Research Capital LLC TRC | 952 | $0.11M | 0.0% | +202.2% | 0.001% | |
2/13/2024 | Edge Capital Group LLC | 14,129 | $1.66M | 0.1% | -29.2% | 0.009% | |
2/13/2024 | Goldman Sachs Group Inc. | 658,440 | $77.18M | 0.0% | -28.4% | 0.417% | |
2/13/2024 | CIBC Private Wealth Group LLC | 41,684 | $4.89M | 0.0% | -7.3% | 0.026% | |
2/13/2024 | Belpointe Asset Management LLC | 10,682 | $1.25M | 0.1% | +10.0% | 0.007% | |
2/13/2024 | Intrepid Financial Planning Group LLC | 6,206 | $0.73M | 0.3% | -1.7% | 0.004% | |
2/13/2024 | Peapack Gladstone Financial Corp | 23,343 | $2.74M | 0.0% | -3.3% | 0.015% | |
2/13/2024 | Pinnacle Financial Group LLC IL | 53,501 | $6.27M | 3.2% | -1.9% | 0.034% | |
2/13/2024 | Walled Lake Planning & Wealth Management LLC | 20,787 | $2.44M | 1.1% | +1.6% | 0.013% | |
2/13/2024 | Steward Partners Investment Solutions LLC | 5,989 | $0.70M | 0.3% | N/A | 0.004% | |
2/13/2024 | Summit Financial Strategies Inc. | 4,392 | $0.52M | 0.1% | -4.4% | 0.003% | |
2/13/2024 | Paulson Wealth Management Inc. | 9,230 | $1.08M | 0.3% | -40.4% | 0.006% | |
2/13/2024 | Rathbones Group PLC | 44,932 | $5.27M | 0.0% | -0.8% | 0.028% | |
2/12/2024 | Tradition Wealth Management LLC | 43,599 | $5.11M | 0.5% | -12.6% | 0.028% | |
2/12/2024 | Brown Brothers Harriman & Co. | 6,854 | $0.80M | 0.0% | +43.0% | 0.004% | |
2/12/2024 | Dodds Wealth LLC | 7,756 | $0.91M | 0.5% | N/A | 0.005% | |
2/12/2024 | Scotia Capital Inc. | 22,262 | $2.61M | 0.0% | -11.1% | 0.014% | |
2/12/2024 | Gridiron Partners LLC | 2,000 | $0.23M | 0.2% | N/A | 0.001% | |
2/12/2024 | Fiduciary Trust Co | 2,549 | $0.30M | 0.0% | N/A | 0.002% | |
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2/12/2024 | Sar Wealth Management Group LLC | 45,543 | $5.34M | 5.4% | N/A | 0.029% | |
2/12/2024 | Journey Advisory Group LLC | 10,338 | $1.21M | 0.2% | -1.2% | 0.007% | |
2/12/2024 | Focus Financial Network Inc. ADV | 48,965 | $5.74M | 0.2% | N/A | 0.031% | |
2/12/2024 | Stifel Financial Corp | 321,861 | $37.73M | 0.0% | +20.0% | 0.204% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 83,046 | $9.74M | 0.1% | -4.8% | 0.053% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 2,790 | $0.33M | 0.0% | -9.3% | 0.002% | |
2/12/2024 | Landaas & Co. WI ADV | 37,291 | $4.37M | 1.6% | -6.8% | 0.024% | |
2/12/2024 | Parallel Advisors LLC | 16,911 | $1.98M | 0.1% | -6.8% | 0.011% | |
2/12/2024 | Heritage Wealth Advisors | 2,260 | $0.27M | 0.0% | -11.1% | 0.001% | |
2/12/2024 | MMA Asset Management LLC | 20,760 | $2.37M | 1.3% | -4.3% | 0.013% | |