3/15/2023 | Milestone Investment Advisors LLC | 4,368 | $0.29M | 0.1% | N/A | 0.004% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 3,775 | $0.25M | 0.0% | N/A | 0.004% | |
3/10/2023 | Mather Group LLC. | 81,786 | $5.38M | 0.1% | +13.8% | 0.081% | |
3/6/2023 | Rockefeller Capital Management L.P. | 25,640 | $1.68M | 0.0% | -15.7% | 0.025% | |
3/6/2023 | OLD Mission Capital LLC | 60,175 | $3.96M | 0.1% | -8.0% | 0.060% | |
3/2/2023 | Oliver Lagore Vanvalin Investment Group | 882 | $58K | 0.0% | -24.7% | 0.001% | |
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3/1/2023 | Lakewood Asset Management LLC | 390 | $26K | 0.0% | N/A | 0.000% | |
3/1/2023 | DDFG Inc | 3,401 | $0.22M | 0.1% | N/A | 0.003% | |
3/1/2023 | Regal Investment Advisors LLC | 6,033 | $0.40M | 0.0% | +5.7% | 0.006% | |
2/27/2023 | Objective Capital Management LLC | 51,681 | $3.40M | 3.4% | -2.0% | 0.051% | |
2/24/2023 | Garde Capital Inc. | 126,225 | $8.30M | 1.0% | +13.4% | 0.125% | |
2/21/2023 | Macquarie Group Ltd. | 182,030 | $11.97M | 0.0% | -57.7% | 0.181% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 660,158 | $43.40M | 0.1% | +8.0% | 0.656% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 3,775 | $0.25M | 0.0% | N/A | 0.004% | |
2/17/2023 | Truist Financial Corp | 61,925 | $4.07M | 0.0% | +5.1% | 0.061% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 479 | $31K | 0.0% | N/A | 0.000% | |
2/17/2023 | Ascent Group LLC | 3,825 | $0.25M | 0.0% | -28.8% | 0.004% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 1,582 | $0.85M | 0.0% | -88.4% | 0.002% | |
2/16/2023 | Alliancebernstein L.P. | 28,172 | $1.85M | 0.0% | -62.6% | 0.028% | |
2/16/2023 | Personal Capital Advisors Corp | 6,279,217 | $412.80M | 2.0% | +2.2% | 6.236% | |
2/16/2023 | United Capital Financial Advisers LLC | 11,649 | $0.77M | 0.0% | +27.4% | 0.012% | |
2/16/2023 | Harbour Investments Inc. | 4,317 | $0.28M | 0.0% | -6.5% | 0.004% | |
2/16/2023 | Live Oak Investment Partners | 1,505 | $99K | 0.1% | N/A | 0.001% | |
2/16/2023 | One Capital Management LLC | 23,065 | $1.52M | 0.1% | +8.9% | 0.023% | |
2/16/2023 | Beacon Financial Planning Inc. | 5,171 | $0.34M | 0.4% | N/A | 0.005% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 88,135 | $5.79M | 0.1% | +6.0% | 0.088% | |
2/15/2023 | CI Private Wealth LLC | 357,608 | $23.51M | 0.1% | N/A | 0.355% | |
2/15/2023 | Moneta Group Investment Advisors LLC | 12,850,365 | $844.78M | 0.0% | +94,186.9% | 12.761% | |
2/15/2023 | Apollon Wealth Management LLC | 4,592 | $0.30M | 0.0% | N/A | 0.005% | |
2/15/2023 | Captrust Financial Advisors | 45,726 | $3.01M | 0.0% | -20.0% | 0.045% | |
2/15/2023 | Bragg Financial Advisors Inc | 9,002 | $0.59M | 0.0% | +12.1% | 0.009% | |
2/15/2023 | Jane Street Group LLC | 1,577,531 | $103.71M | 0.0% | +47.8% | 1.567% | |
2/15/2023 | SageView Advisory Group LLC | 73,652 | $4.84M | 0.4% | N/A | 0.073% | |
2/15/2023 | Patriot Investment Management Group Inc. | 1,651 | $0.12M | 0.0% | N/A | 0.002% | |
2/15/2023 | PFS Investments Inc. | 64,205 | $4.22M | 0.1% | +18.4% | 0.064% | |
2/15/2023 | Talisman Wealth Advisors LLC | 3,814 | $0.25M | 0.5% | N/A | 0.004% | |
2/15/2023 | Cerity Partners LLC | 33,455 | $2.20M | 0.0% | -2.8% | 0.033% | |
2/15/2023 | Vicus Capital | 22,738 | $1.50M | 0.2% | -4.7% | 0.023% | |
2/15/2023 | Shepherd Financial Partners LLC | 13,912 | $0.92M | 0.2% | N/A | 0.014% | |
2/15/2023 | Morgan Stanley | 4,815,671 | $316.58M | 0.0% | -0.1% | 4.782% | |
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2/15/2023 | Mariner LLC | 75,259 | $4.95M | 0.0% | +86.2% | 0.075% | |
2/15/2023 | ERn Financial LLC | 8,382 | $0.55M | 0.1% | +5.5% | 0.008% | |
2/15/2023 | Flow Traders U.S. LLC | 167,352 | $11M | 0.6% | +134.6% | 0.166% | |
2/15/2023 | Facet Wealth Inc. | 29,419 | $2.08M | 0.1% | N/A | 0.029% | |
2/15/2023 | AlphaCore Capital LLC | 4,713 | $0.31M | 0.1% | +31.8% | 0.005% | |
2/15/2023 | Axxcess Wealth Management LLC | 33,583 | $2.21M | 0.2% | +3.4% | 0.033% | |
2/14/2023 | Susquehanna International Group LLP | 97,207 | $6.39M | 0.0% | -62.2% | 0.097% | |
2/14/2023 | Cetera Advisor Networks LLC | 32,344 | $2.13M | 0.0% | +186.7% | 0.032% | |
2/14/2023 | Cetera Investment Advisers | 72,814 | $4.79M | 0.0% | +121.2% | 0.072% | |
2/14/2023 | Cetera Advisors LLC | 8,932 | $0.59M | 0.0% | +140.2% | 0.009% | |
2/14/2023 | Silver Oak Advisory Group Inc. | 3,486 | $0.23M | 0.2% | N/A | 0.003% | |
2/13/2023 | Trustcore Financial Services LLC | 10,438 | $0.69M | 0.1% | +19.0% | 0.010% | |
2/13/2023 | Prio Wealth Limited Partnership | 23,244 | $1.53M | 0.1% | N/A | 0.023% | |
2/13/2023 | First Republic Investment Management Inc. | 154,343 | $10.15M | 0.0% | +123.0% | 0.153% | |
2/13/2023 | Deutsche Bank AG | 12,047 | $0.79M | 0.0% | -15.1% | 0.012% | |
2/13/2023 | Brown Advisory Inc. | 7,750 | $0.51M | 0.0% | -32.0% | 0.008% | |
2/13/2023 | GeoWealth Management LLC | 1,232 | $80K | 0.0% | N/A | 0.001% | |
2/13/2023 | Brooklyn FI LLC | 139 | $0.77M | 0.6% | -98.8% | 0.000% | |
2/13/2023 | Baird Financial Group Inc. | 150,547 | $9.90M | 0.0% | +30.9% | 0.150% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 10,445 | $0.69M | 0.0% | +9.5% | 0.010% | |
2/13/2023 | Integrated Wealth Concepts LLC | 28,684 | $1.89M | 0.1% | +31.7% | 0.028% | |
2/13/2023 | Wealth Alliance | 5,745 | $0.38M | 0.1% | -2.6% | 0.006% | |
2/13/2023 | Tcwp LLC | 8,180 | $0.54M | 0.1% | -15.5% | 0.008% | |
2/13/2023 | Wells Fargo & Company MN | 885,744 | $58.23M | 0.0% | -9.1% | 0.880% | |
2/13/2023 | 1ST Source Bank | 8,889 | $0.58M | 0.0% | +72.6% | 0.009% | |
2/13/2023 | Heritage Wealth Management LLC | 10,190 | $0.67M | 0.1% | +98.5% | 0.010% | |
2/13/2023 | Renaissance Technologies LLC | 8,700 | $0.57M | 0.0% | N/A | 0.009% | |
2/13/2023 | Blue Edge Capital LLC | 31,038 | $2.04M | 0.5% | -4.1% | 0.031% | |
2/13/2023 | Forte Capital LLC ADV | 3,231 | $0.21M | 0.0% | N/A | 0.003% | |
2/13/2023 | Atria Wealth Solutions Inc. | 47,779 | $3.14M | 0.0% | +31.6% | 0.047% | |
2/13/2023 | Frisch Financial Group Inc. | 30,846 | $2.03M | 0.8% | +6.7% | 0.031% | |
2/13/2023 | REDW Wealth LLC | 13,913 | $0.92M | 0.3% | +47.9% | 0.014% | |
2/13/2023 | Pitcairn Co. | 52,410 | $3.45M | 0.3% | +21.8% | 0.052% | |
2/13/2023 | JPMorgan Chase & Co. | 5,174,517 | $340.17M | 0.0% | +3.0% | 5.139% | |
2/13/2023 | M&T Bank Corp | 250,616 | $16.60M | 0.1% | -44.5% | 0.249% | |
2/13/2023 | Armbruster Capital Management Inc. | 10,275 | $0.68M | 0.2% | +36.5% | 0.010% | |
2/13/2023 | Virtus Family Office LLC | 11,590 | $0.76M | 1.7% | -40.8% | 0.012% | |
2/13/2023 | Truefg LLC | 4,680 | $0.31M | 0.1% | +3.8% | 0.005% | |
2/13/2023 | Destination Wealth Management | 3,156 | $0.21M | 0.0% | N/A | 0.003% | |
2/13/2023 | Quadrant Capital Group LLC | 9,842 | $0.65M | 0.1% | +20.9% | 0.010% | |
2/10/2023 | Bank of America Corp DE | 13,158,089 | $865.01M | 0.1% | -1.4% | 13.067% | |
2/10/2023 | Creative Planning | 502,803 | $33.05M | 0.0% | -1.7% | 0.499% | |
2/10/2023 | O Brien Wealth Partners LLC | 3,774 | $0.25M | 0.1% | -91.2% | 0.004% | |
2/10/2023 | Wade G W & Inc. | 14,164 | $0.93M | 0.0% | +57.1% | 0.014% | |
2/10/2023 | First Horizon Advisors Inc. | 7,237 | $0.48M | 0.0% | -30.5% | 0.007% | |
2/10/2023 | Fingerlakes Wealth Management Inc. | 4,328 | $0.29M | 0.4% | +3.7% | 0.004% | |
2/10/2023 | Sei Investments Co. | 459,339 | $30.20M | 0.1% | +25.1% | 0.456% | |
2/10/2023 | Ipsen Advisor Group LLC | 27,402 | $1.80M | 2.1% | N/A | 0.027% | |
2/10/2023 | New York Life Investment Management LLC | 12,916 | $0.85M | 0.0% | -3.0% | 0.013% | |
2/10/2023 | Assetmark Inc. | 10,804 | $0.71M | 0.0% | +44.8% | 0.011% | |
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2/10/2023 | Sequoia Financial Advisors LLC | 6,022 | $0.40M | 0.0% | -7.2% | 0.006% | |
2/10/2023 | New Harbor Financial Group LLC | 3,384 | $0.22M | 0.1% | N/A | 0.003% | |
2/10/2023 | Rehmann Capital Advisory Group | 4,805 | $0.32M | 0.0% | N/A | 0.005% | |
2/10/2023 | Franklin Resources Inc. | 271,955 | $17.88M | 0.0% | +188.2% | 0.270% | |
2/10/2023 | Swiss RE Ltd. | 673,000 | $44.24M | 11.7% | N/A | 0.668% | |
2/10/2023 | Coulter & Justus Financial Services LLC | 4,089 | $0.27M | 0.2% | N/A | 0.004% | |
2/10/2023 | CoreCap Advisors LLC | 3,895 | $0.26M | 0.0% | +4.2% | 0.004% | |
2/10/2023 | Advisor Group Holdings Inc. | 198,622 | $13.06M | 0.0% | -52.2% | 0.197% | |
2/10/2023 | SVB Wealth LLC | 4,500 | $0.30M | 0.0% | N/A | 0.004% | |
2/10/2023 | Financial Insights Inc. | 22,021 | $1.45M | 0.7% | -4.7% | 0.022% | |