3/22/2024 | PNC Financial Services Group Inc. | 3,323 | $88K | 0.0% | +143.3% | 0.005% | |
3/19/2024 | Financial Life Advisors | 65,714 | $1.74M | 0.7% | +60.1% | 0.105% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 22,719 | $0.60M | 0.0% | -16.8% | 0.036% | |
3/8/2024 | ICA Group Wealth Management LLC | 8,299 | $0.22M | 0.0% | N/A | 0.013% | |
3/1/2024 | Goldman Sachs Group Inc. | 110,279 | $2.91M | 0.0% | N/A | 0.177% | |
2/22/2024 | Scarborough Advisors LLC | 4,359 | $0.12M | 0.0% | N/A | 0.007% | |
|
2/16/2024 | D L Carlson Investment Group Inc. | 80,282 | $2.13M | 0.4% | +4.5% | 0.129% | |
2/16/2024 | Harbour Investments Inc. | 12,602 | $0.33M | 0.0% | -39.2% | 0.020% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 112,914 | $2.98M | 0.0% | -13.3% | 0.181% | |
2/15/2024 | High Falls Advisors Inc | 17,549 | $0.46M | 0.1% | N/A | 0.028% | |
2/15/2024 | Baker Avenue Asset Management LP | 280,505 | $7.41M | 0.3% | -67.0% | 0.450% | |
2/15/2024 | Freedom Investment Management Inc. | 35,793 | $0.95M | 0.1% | -10.5% | 0.057% | |
2/15/2024 | Baird Financial Group Inc. | 26,211 | $0.69M | 0.0% | +139.4% | 0.042% | |
2/15/2024 | Comerica Bank | 31,870 | $0.84M | 0.0% | +95.6% | 0.051% | |
2/14/2024 | Royal Bank of Canada | 239,817 | $6.33M | 0.0% | -20.0% | 0.384% | |
2/14/2024 | Kestra Advisory Services LLC | 26,967 | $0.71M | 0.0% | -4.6% | 0.043% | |
2/14/2024 | Creative Planning | 347,075 | $9.16M | 0.0% | +17.1% | 0.556% | |
2/14/2024 | Icon Wealth Advisors LLC | 17,389 | $0.46M | 0.0% | N/A | 0.028% | |
2/14/2024 | MGO One Seven LLC | 34,865 | $0.92M | 0.1% | N/A | 0.056% | |
2/14/2024 | Verition Fund Management LLC | 19,000 | $0.50M | 0.0% | N/A | 0.030% | |
2/14/2024 | Asset Allocation Strategies LLC | 328,576 | $8.67M | 3.4% | +9.0% | 0.527% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 1,234 | $33K | 0.0% | N/A | 0.002% | |
2/13/2024 | Client 1ST Advisory Group LLC | 84,202 | $2.22M | 1.1% | -24.3% | 0.135% | |
2/13/2024 | Envestnet Asset Management Inc. | 2,385,363 | $62.97M | 0.0% | +63.0% | 3.823% | |
2/13/2024 | Cetera Advisor Networks LLC | 172,527 | $4.56M | 0.0% | +38.3% | 0.276% | |
2/13/2024 | Goldman Sachs Group Inc. | 110,279 | $2.91M | 0.0% | N/A | 0.177% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 24,000 | $0.63M | 0.0% | -18.6% | 0.038% | |
2/12/2024 | ESL Trust Services LLC | 1,030,491 | $27.21M | 7.9% | +0.7% | 1.651% | |
2/12/2024 | Stifel Financial Corp | 61,944 | $1.64M | 0.0% | -37.3% | 0.099% | |
2/12/2024 | CAP Partners LLC | 11,066 | $0.29M | 0.3% | N/A | 0.018% | |
2/12/2024 | Parallel Advisors LLC | 10,031 | $0.27M | 0.0% | -12.1% | 0.016% | |
2/12/2024 | Wilson & Boucher Capital Management LLC | 32,500 | $0.86M | 0.7% | +3.8% | 0.052% | |
2/9/2024 | Nomura Asset Management Co. Ltd. | 1,190,900 | $31.44M | 0.1% | -12.0% | 1.908% | |
2/9/2024 | Advisory Services Network LLC | 5,937 | $0.16M | 0.0% | -39.1% | 0.010% | |
2/9/2024 | Orion Portfolio Solutions LLC | 84,263 | $2.22M | 0.0% | +129.0% | 0.135% | |
2/9/2024 | US Bancorp DE | 36,663 | $0.97M | 0.0% | +38.8% | 0.059% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 257,686 | $6.80M | 0.0% | +517.4% | 0.413% | |
2/9/2024 | Assetmark Inc. | 278,184 | $7.34M | 0.0% | +1,648.3% | 0.446% | |
2/9/2024 | CreativeOne Wealth LLC | 23,382 | $0.62M | 0.0% | +99.8% | 0.037% | |
2/9/2024 | Corient Private Wealth LLC | 12,137 | $0.32M | 0.0% | -12.3% | 0.019% | |
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2/9/2024 | UBS Group AG | 979,606 | $25.86M | 0.0% | +20.6% | 1.570% | |
2/9/2024 | PNC Financial Services Group Inc. | 3,323 | $88K | 0.0% | +143.3% | 0.005% | |
2/8/2024 | Summit X LLC | 13,924 | $0.37M | 0.1% | N/A | 0.022% | |
2/8/2024 | Financial Advocates Investment Management | 16,099 | $0.43M | 0.0% | -34.9% | 0.026% | |
2/8/2024 | Kingsview Wealth Management LLC | 21,921 | $0.58M | 0.0% | -2.6% | 0.035% | |
2/8/2024 | Janney Montgomery Scott LLC | 89,993 | $2.38M | 0.0% | +12.8% | 0.144% | |
2/8/2024 | US Financial Advisors LLC | 75,278 | $1.99M | 0.7% | +1.3% | 0.121% | |
2/8/2024 | Quotient Wealth Partners LLC | 8,208 | $0.22M | 0.0% | N/A | 0.013% | |
2/7/2024 | Avantax Advisory Services Inc. | 8,931 | $0.24M | 0.0% | N/A | 0.014% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 267,384 | $7.06M | 0.0% | +96.8% | 0.429% | |
2/7/2024 | Invst LLC | 14,826 | $0.39M | 0.1% | N/A | 0.024% | |
2/7/2024 | NBC Securities Inc. | 14,231 | $0.38M | 0.0% | -7.5% | 0.023% | |
2/7/2024 | Valley Wealth Managers Inc. | 31,101 | $0.82M | 0.1% | -3.4% | 0.050% | |
2/7/2024 | Donoghue Forlines LLC | 95,293 | $2.52M | 0.8% | +361.8% | 0.153% | |
2/7/2024 | VisionPoint Advisory Group LLC | 33,072 | $0.87M | 0.3% | N/A | 0.053% | |
2/7/2024 | Calton & Associates Inc. | 13,049 | $0.34M | 0.1% | N/A | 0.021% | |
2/7/2024 | Mount Lucas Management LP | 46,843 | $1.24M | 0.4% | -3.8% | 0.075% | |
2/7/2024 | Principal Securities Inc. | 13,488 | $0.36M | 0.0% | N/A | 0.022% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 12,497 | $0.33M | 0.0% | -16.7% | 0.020% | |
2/6/2024 | Family Asset Management LLC | 25,282 | $0.67M | 0.4% | N/A | 0.041% | |
2/6/2024 | Apollon Wealth Management LLC | 10,396 | $0.27M | 0.0% | N/A | 0.017% | |
2/6/2024 | Spire Wealth Management | 9,182 | $0.24M | 0.0% | -6.6% | 0.015% | |
2/6/2024 | NTV Asset Management LLC | 24,350 | $0.64M | 0.1% | -14.1% | 0.039% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 254,219 | $6.71M | 0.3% | N/A | 0.407% | |
2/6/2024 | SouthState Corp | 1,129 | $30K | 0.0% | N/A | 0.002% | |
2/6/2024 | Aveo Capital Partners LLC | 20,729 | $0.55M | 0.1% | +17.9% | 0.033% | |
2/6/2024 | First Horizon Advisors Inc. | 2,079 | $55K | 0.0% | +120.7% | 0.003% | |
2/6/2024 | Coombe Bender & Co LLC | 40,505 | $1.07M | 0.7% | +11.2% | 0.065% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 613,998 | $16.21M | 0.5% | N/A | 0.984% | |
2/6/2024 | Great Valley Advisor Group Inc. | 123,411 | $3.26M | 0.1% | +7.4% | 0.198% | |
2/5/2024 | Mather Group LLC. | 6,673,371 | $176.18M | 2.8% | +5.4% | 10.695% | |
2/2/2024 | Dohj LLC | 89,563 | $2.36M | 0.7% | N/A | 0.146% | |
2/2/2024 | Golden State Equity Partners | 14,790 | $0.39M | 0.1% | -9.2% | 0.024% | |
2/2/2024 | Absolute Capital Management LLC | 8,055 | $0.21M | 0.2% | N/A | 0.013% | |
2/2/2024 | Yoder Wealth Management Inc. | 26,846 | $0.71M | 0.5% | -17.6% | 0.044% | |
2/2/2024 | VCI Wealth Management LLC | 10,152 | $0.27M | 0.2% | N/A | 0.017% | |
2/2/2024 | Bank of New Hampshire | 22,194 | $0.59M | 0.2% | -2.9% | 0.036% | |
2/2/2024 | Atria Wealth Solutions Inc. | 174,248 | $4.60M | 0.1% | +113.9% | 0.284% | |
2/1/2024 | Capital Investment Advisory Services LLC | 4,300 | $0.11M | 0.0% | -26.3% | 0.007% | |
2/1/2024 | CWM LLC | 180,063 | $4.75M | 0.0% | -10.1% | 0.294% | |
1/31/2024 | HF Advisory Group LLC | 133,407 | $3.52M | 2.3% | +2.1% | 0.218% | |
1/31/2024 | Continuum Wealth Advisors LLC | 254,497 | $6.72M | 4.4% | +2.0% | 0.416% | |
1/30/2024 | TNF LLC | 11,940 | $0.32M | 0.1% | -13.3% | 0.020% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 18,980 | $0.50M | 0.1% | N/A | 0.031% | |
1/30/2024 | Glassy Mountain Advisors Inc. | 99,453 | $2.63M | 1.1% | +16.0% | 0.165% | |
1/30/2024 | Vontobel Holding Ltd. | 15,000 | $0.40M | 0.0% | +50.0% | 0.025% | |
1/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 31,000 | $0.82M | 0.0% | N/A | 0.051% | |
1/29/2024 | Outlook Wealth Advisors LLC | 13,672 | $0.36M | 0.1% | +19.9% | 0.023% | |
1/29/2024 | Saxony Capital Management LLC | 8,330 | $0.22M | 0.3% | N/A | 0.014% | |
1/29/2024 | ORG Partners LLC | 14,997 | $0.40M | 0.1% | +19,126.9% | 0.025% | |
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1/29/2024 | Tennessee Valley Asset Management Partners | 5,654 | $0.15M | 0.0% | N/A | 0.009% | |
1/26/2024 | Cerity Partners LLC | 115,735 | $3.06M | 0.0% | -4.2% | 0.192% | |
1/26/2024 | Executive Wealth Management LLC | 349,222 | $9.22M | 0.9% | +13.8% | 0.578% | |
1/26/2024 | Geneos Wealth Management Inc. | 19,641 | $0.52M | 0.0% | +53.2% | 0.033% | |
1/25/2024 | International Assets Investment Management LLC | 65,894 | $1.74M | 0.0% | N/A | 0.109% | |
1/25/2024 | Strategic Blueprint LLC | 9,971 | $0.26M | 0.0% | N/A | 0.017% | |
1/25/2024 | Western Financial Corp CA | 24,643 | $0.65M | 0.4% | -19.2% | 0.041% | |
1/25/2024 | Capital Wealth Management LLC | 141,199 | $3.73M | 1.9% | +0.7% | 0.237% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 92,194 | $2.43M | 0.0% | N/A | 0.155% | |
1/24/2024 | Allworth Financial LP | 1,080,094 | $28.51M | 0.2% | -5.2% | 1.814% | |