3/15/2023 | B. Riley Wealth Advisors Inc. | 16,231 | $0.67M | 0.0% | -11.1% | 0.018% | |
3/1/2023 | Regal Investment Advisors LLC | 424,588 | $17.40M | 1.7% | +4.8% | 0.470% | |
2/22/2023 | Kovack Advisors Inc. | 37,571 | $1.54M | 0.2% | -1.7% | 0.042% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 4,469 | $0.18M | 0.0% | -78.8% | 0.005% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 16,231 | $0.67M | 0.0% | -11.1% | 0.018% | |
2/17/2023 | Truist Financial Corp | 7,753 | $0.32M | 0.0% | -7.6% | 0.009% | |
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2/16/2023 | GHP Investment Advisors Inc. | 20,404 | $0.84M | 0.1% | N/A | 0.023% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 16,026 | $0.66M | 0.0% | N/A | 0.018% | |
2/16/2023 | Certified Advisory Corp | 5,709 | $0.23M | 0.0% | -5.1% | 0.006% | |
2/16/2023 | Pacific Capital Wealth Advisors Inc. | 33,252 | $1.36M | 0.4% | N/A | 0.037% | |
2/16/2023 | One Capital Management LLC | 9,910 | $0.41M | 0.0% | -38.4% | 0.011% | |
2/15/2023 | Moneta Group Investment Advisors LLC | 16,026,336 | $656.60M | 0.0% | N/A | 17.907% | |
2/15/2023 | Jane Street Group LLC | 38,310 | $1.57M | 0.0% | N/A | 0.043% | |
2/15/2023 | Money Concepts Capital Corp | 57,629 | $2.36M | 0.1% | -13.0% | 0.064% | |
2/15/2023 | Morgan Stanley | 189,454 | $7.76M | 0.0% | +10.9% | 0.212% | |
2/15/2023 | Mariner LLC | 26,853 | $1.10M | 0.0% | +115.7% | 0.030% | |
2/15/2023 | David Kennon Inc | 285,647 | $11.70M | 6.1% | -0.6% | 0.319% | |
2/15/2023 | Financial Freedom LLC | 731 | $30K | 0.0% | N/A | 0.001% | |
2/15/2023 | Apexium Financial LP | 15,882 | $0.65M | 0.1% | +87.2% | 0.018% | |
2/15/2023 | Axxcess Wealth Management LLC | 36,600 | $1.50M | 0.1% | +1.6% | 0.041% | |
2/14/2023 | Silicon Valley Capital Partners | 161,170 | $6.60M | 1.5% | +53.2% | 0.180% | |
2/14/2023 | Susquehanna International Group LLP | 65,116 | $2.67M | 0.0% | N/A | 0.073% | |
2/14/2023 | Cetera Advisor Networks LLC | 52,002 | $2.13M | 0.0% | +7.8% | 0.058% | |
2/14/2023 | Cetera Investment Advisers | 5,157 | $0.21M | 0.0% | -12.7% | 0.006% | |
2/14/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 39,681 | $1.63M | 0.1% | +1,582.1% | 0.044% | |
2/14/2023 | Two Sigma Investments LP | 20,700 | $0.85M | 0.0% | +21.8% | 0.023% | |
2/13/2023 | First Republic Investment Management Inc. | 17,519 | $0.72M | 0.0% | +18.4% | 0.020% | |
2/13/2023 | Baird Financial Group Inc. | 36,084 | $1.48M | 0.0% | -0.9% | 0.040% | |
2/13/2023 | Integrated Wealth Concepts LLC | 39,053 | $1.60M | 0.0% | +17.2% | 0.044% | |
2/13/2023 | Wells Fargo & Company MN | 203,754 | $8.35M | 0.0% | +164.5% | 0.228% | |
2/13/2023 | Texas Yale Capital Corp. | 37,011 | $1.52M | 0.1% | +638.6% | 0.041% | |
2/13/2023 | Atria Wealth Solutions Inc. | 362,915 | $14.87M | 0.2% | +6.0% | 0.405% | |
2/13/2023 | JPMorgan Chase & Co. | 68,129 | $2.79M | 0.0% | N/A | 0.076% | |
2/13/2023 | Divergent Wealth Advisors | 479,527 | $19.65M | 4.9% | +1.5% | 0.536% | |
2/10/2023 | Bank of America Corp DE | 745,044 | $30.52M | 0.0% | +52.3% | 0.832% | |
2/10/2023 | Creative Planning | 14,762 | $0.61M | 0.0% | +68.4% | 0.016% | |
2/10/2023 | Samalin Investment Counsel LLC | 17,171 | $0.70M | 0.4% | +115.7% | 0.019% | |
2/10/2023 | Ameritas Advisory Services LLC | 8,998 | $0.37M | 0.0% | -3.9% | 0.010% | |
2/10/2023 | Pinnacle Family Advisors LLC | 30,725 | $1.26M | 0.9% | N/A | 0.034% | |
2/10/2023 | CoreCap Advisors LLC | 3,167 | $0.13M | 0.0% | N/A | 0.004% | |
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2/10/2023 | Advisor Group Holdings Inc. | 314,946 | $12.91M | 0.0% | +16.7% | 0.352% | |
2/10/2023 | PNC Financial Services Group Inc. | 4,502 | $0.18M | 0.0% | +36.3% | 0.005% | |
2/9/2023 | Sowell Financial Services LLC | 15,075 | $0.62M | 0.0% | -6.4% | 0.017% | |
2/9/2023 | HighTower Advisors LLC | 650,003 | $26.63M | 0.1% | -13.9% | 0.726% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 54,344 | $2.23M | 0.0% | +43.1% | 0.061% | |
2/8/2023 | Sunbelt Securities Inc. | 29,824 | $1.22M | 0.2% | -14.0% | 0.033% | |
2/8/2023 | Raymond James & Associates | 35,247 | $1.44M | 0.0% | +7.1% | 0.039% | |
2/8/2023 | UBS Group AG | 378,383 | $15.50M | 0.0% | +227.3% | 0.423% | |
2/8/2023 | Thrivent Financial for Lutherans | 9,621 | $0.40M | 0.0% | -71.1% | 0.011% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 134,457 | $5.51M | 0.0% | +5.4% | 0.150% | |
2/8/2023 | Analyst IMS Investment Management Services Ltd. | 520,212 | $21.38M | 1.8% | -1.1% | 0.581% | |
2/8/2023 | Lincoln National Corp | 70,850 | $2.90M | 0.1% | -5.4% | 0.079% | |
2/7/2023 | Accredited Investors Inc. | 5,128 | $0.21M | 0.0% | N/A | 0.006% | |
2/7/2023 | Thoroughbred Financial Services LLC | 8,472 | $0.35M | 0.1% | -35.5% | 0.009% | |
2/7/2023 | Commonwealth Equity Services LLC | 861,056 | $35.28M | 0.1% | -4.2% | 0.962% | |
2/7/2023 | LPL Financial LLC | 863,904 | $35.39M | 0.0% | -8.8% | 0.965% | |
2/7/2023 | IFP Advisors Inc | 18,214 | $5.41M | 0.1% | -10.6% | 0.020% | |
2/7/2023 | Hollencrest Capital Management | 371,708 | $15.23M | 1.9% | +207.7% | 0.415% | |
2/7/2023 | Envestnet Asset Management Inc. | 56,933 | $2.33M | 0.0% | +52.9% | 0.064% | |
2/6/2023 | Arkansas Financial Group Inc. | 18,001 | $0.74M | 0.2% | N/A | 0.020% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 19,970 | $0.82M | 0.0% | N/A | 0.022% | |
2/3/2023 | Fisher Asset Management LLC | 1,938,351 | $79.41M | 0.1% | +1.1% | 2.171% | |
2/3/2023 | Larson Financial Group LLC | 15,192 | $0.62M | 0.1% | +1,057.9% | 0.017% | |
2/2/2023 | Bailard Inc. | 6,378 | $0.26M | 0.0% | N/A | 0.007% | |
2/1/2023 | Capital Directions Investment Advisors LLC | 880 | $36K | 0.0% | N/A | 0.001% | |
2/1/2023 | CWM LLC | 3,569 | $0.15M | 0.0% | -79.5% | 0.004% | |
2/1/2023 | Private Portfolio Partners LLC | 5,451 | $0.22M | 0.1% | +8.4% | 0.006% | |
2/1/2023 | Creative Financial Designs Inc. ADV | 3,346 | $0.14M | 0.0% | +10.4% | 0.004% | |
2/1/2023 | Great Valley Advisor Group Inc. | 13,240 | $0.54M | 0.0% | +7.2% | 0.015% | |
1/31/2023 | HWG Holdings LP | 2,298 | $94K | 0.1% | -75.6% | 0.003% | |
1/31/2023 | Kestra Advisory Services LLC | 288,812 | $11.83M | 0.1% | +19.3% | 0.323% | |
1/31/2023 | AE Wealth Management LLC | 161,406 | $6.61M | 0.0% | +12.9% | 0.181% | |
1/31/2023 | Islay Capital Management LLC | 21,542 | $0.88M | 1.0% | -2.9% | 0.024% | |
1/30/2023 | Annex Advisory Services LLC | 5,057 | $0.21M | 0.0% | N/A | 0.006% | |
1/27/2023 | Blue Zone Wealth Advisors LLC | 54,195 | $2.22M | 1.2% | -6.3% | 0.061% | |
1/26/2023 | Lineweaver Wealth Advisors LLC | 87,430 | $3.58M | 1.1% | -1.0% | 0.098% | |
1/25/2023 | Beaumont Financial Advisors LLC | 6,473 | $0.27M | 0.0% | N/A | 0.007% | |
1/25/2023 | Steel Peak Wealth Management LLC | 8,943 | $0.37M | 0.0% | N/A | 0.010% | |
1/24/2023 | Madison Wealth Partners Inc | 237,787 | $9.74M | 5.7% | +2.5% | 0.266% | |
1/24/2023 | Sigma Planning Corp | 94,075 | $3.85M | 0.1% | +0.9% | 0.105% | |
1/24/2023 | CRA Financial Services LLC | 32,952 | $1.35M | 0.4% | -3.1% | 0.037% | |
1/24/2023 | FOCUS Wealth Advisors LLC | 152,438 | $6.25M | 4.3% | -4.6% | 0.170% | |
1/23/2023 | Selective Wealth Management Inc. | 4,909 | $0.21M | 0.1% | N/A | 0.005% | |
1/23/2023 | Sargent Bickham Lagudis LLC | 1,000 | $41K | 0.0% | N/A | 0.001% | |
1/23/2023 | Defined Wealth Management LLC | 23,741 | $0.97M | 0.9% | N/A | 0.026% | |
1/20/2023 | Landmark Wealth Management LLC | 6,425 | $0.26M | 0.2% | -30.9% | 0.007% | |
1/20/2023 | V Wealth Advisors LLC | 6,116 | $0.25M | 0.1% | N/A | 0.007% | |
1/20/2023 | TCP Asset Management LLC | 38,048 | $1.56M | 1.2% | N/A | 0.042% | |
1/20/2023 | Sequent Asset Management LLC | 10,830 | $0.44M | 0.3% | -49.6% | 0.012% | |
1/19/2023 | First United Bank & Trust | 5,690 | $0.23M | 0.1% | -57.1% | 0.006% | |
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1/19/2023 | Ridgewood Investments LLC | 13,587 | $0.56M | 0.4% | -1.9% | 0.015% | |
1/19/2023 | Ullmann Wealth Partners Group LLC | 429,114 | $17.58M | 4.3% | +5.2% | 0.482% | |
1/18/2023 | Activest Wealth Management | 25,322 | $1.04M | 0.3% | N/A | 0.028% | |
1/17/2023 | Hubbell Strickland Wealth Management LLC | 40,495 | $1.66M | 1.0% | -9.2% | 0.046% | |
1/13/2023 | Focused Wealth Management Inc | 1,449 | $59K | 0.0% | -99.8% | 0.002% | |
1/13/2023 | Allworth Financial LP | 7,744 | $0.32M | 0.0% | -49.5% | 0.009% | |
1/12/2023 | Evensky & Katz LLC | 7,720 | $0.32M | 0.0% | N/A | 0.009% | |
1/12/2023 | Smith Chas P & Associates PA Cpas | 415,790 | $17.04M | 1.2% | +1.9% | 0.467% | |
1/11/2023 | Financial Consulate Inc. | 116,142 | $4.76M | 1.7% | N/A | 0.130% | |
1/10/2023 | jvl associates llc | 124,190 | $5.09M | 3.0% | +638.0% | 0.139% | |