3/15/2023 | B. Riley Wealth Advisors Inc. | 3,743 | $0.21M | 0.0% | N/A | 0.002% | |
3/10/2023 | Mather Group LLC. | 11,342 | $0.64M | 0.0% | -80.8% | 0.006% | |
3/6/2023 | Rockefeller Capital Management L.P. | 55,326 | $3.12M | 0.0% | -39.6% | 0.029% | |
3/6/2023 | OLD Mission Capital LLC | 10,550 | $0.60M | 0.0% | N/A | 0.006% | |
3/1/2023 | Regal Investment Advisors LLC | 43,935 | $2.48M | 0.2% | +0.8% | 0.023% | |
2/28/2023 | Voya Investment Management LLC | 2,249,098 | $127.03M | 0.2% | -0.1% | 1.180% | |
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2/27/2023 | Rebalance LLC | 21,770 | $1.23M | 0.1% | N/A | 0.011% | |
2/27/2023 | Objective Capital Management LLC | 10,897 | $0.62M | 0.6% | -6.7% | 0.006% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 845,439 | $47.75M | 0.1% | +9.6% | 0.444% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 3,743 | $0.21M | 0.0% | N/A | 0.002% | |
2/21/2023 | Foundation Wealth Management LLC | 73,558 | $4.16M | 4.2% | N/A | 0.039% | |
2/17/2023 | Truist Financial Corp | 584,182 | $33M | 0.1% | -40.2% | 0.306% | |
2/17/2023 | Covenant Partners LLC | 128,229 | $7.24M | 2.9% | +10.3% | 0.067% | |
2/17/2023 | Ascent Group LLC | 4,995 | $0.28M | 0.0% | -24.7% | 0.003% | |
2/16/2023 | GHP Investment Advisors Inc. | 2,850 | $0.16M | 0.0% | -26.9% | 0.001% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 1,582 | $19.52M | 0.5% | -99.5% | 0.001% | |
2/16/2023 | Alliancebernstein L.P. | 58,288 | $3.29M | 0.0% | -84.3% | 0.031% | |
2/16/2023 | Certified Advisory Corp | 18,178 | $1.03M | 0.2% | -35.4% | 0.010% | |
2/16/2023 | Financial Advocates Investment Management | 4,003 | $0.21M | 0.0% | N/A | 0.002% | |
2/16/2023 | Pacific Capital Wealth Advisors Inc. | 83,370 | $4.71M | 1.2% | -6.7% | 0.044% | |
2/16/2023 | Personal Capital Advisors Corp | 9,435 | $0.53M | 0.0% | +2.4% | 0.005% | |
2/16/2023 | Probity Advisors Inc. | 48,845 | $2.76M | 0.6% | +3.3% | 0.026% | |
2/16/2023 | United Capital Financial Advisers LLC | 15,425 | $0.87M | 0.0% | -20.3% | 0.008% | |
2/16/2023 | Harbour Investments Inc. | 1,766 | $100K | 0.0% | +19.7% | 0.001% | |
2/16/2023 | One Capital Management LLC | 533,309 | $30.12M | 1.6% | +8.4% | 0.280% | |
2/16/2023 | CoreFirst Bank & Trust | 2,324 | $0.13M | 0.1% | N/A | 0.001% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 28,100 | $1.59M | 0.0% | -12.1% | 0.015% | |
2/15/2023 | CI Private Wealth LLC | 674,891 | $38.12M | 0.1% | N/A | 0.354% | |
2/15/2023 | Moneta Group Investment Advisors LLC | 345,518,201 | $19.51B | 0.5% | +103,894.4% | 181.279% | |
2/15/2023 | Atlas Capital Advisors LLC | 30,355 | $1.71M | 0.3% | -5.5% | 0.016% | |
2/15/2023 | State of Tennessee Treasury Department | 459,286 | $25.94M | 0.1% | +4.5% | 0.241% | |
2/15/2023 | DRW Securities LLC | 72,880 | $4.12M | 0.1% | N/A | 0.038% | |
2/15/2023 | Captrust Financial Advisors | 118,431 | $6.69M | 0.0% | -26.0% | 0.062% | |
2/15/2023 | IHT Wealth Management LLC | 21,846 | $1.23M | 0.1% | -42.9% | 0.011% | |
2/15/2023 | SageView Advisory Group LLC | 7,717 | $0.44M | 0.0% | N/A | 0.004% | |
2/15/2023 | 1832 Asset Management L.P. | 720,790 | $40.71M | 0.1% | +0.1% | 0.378% | |
2/15/2023 | Waverly Advisors LLC | 171,041 | $9.66M | 0.5% | +5.0% | 0.090% | |
2/15/2023 | Cahill Financial Advisors Inc. | 51,307 | $2.90M | 0.6% | +2.7% | 0.027% | |
2/15/2023 | Cerity Partners LLC | 11,958 | $0.68M | 0.0% | +7.9% | 0.006% | |
2/15/2023 | Toroso Investments LLC | 5,464 | $0.31M | 0.0% | N/A | 0.003% | |
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2/15/2023 | Signet Financial Management LLC | 16,865 | $0.95M | 0.2% | -2.9% | 0.009% | |
2/15/2023 | Linscomb & Williams Inc. | 4,135 | $0.23M | 0.0% | N/A | 0.002% | |
2/15/2023 | Mackenzie Financial Corp | 35,865 | $2.03M | 0.0% | -10.4% | 0.019% | |
2/15/2023 | MAS Advisors LLC | 16,328 | $0.92M | 0.9% | +6.0% | 0.009% | |
2/15/2023 | Millennium Management LLC | 19,999 | $1.13M | 0.0% | N/A | 0.010% | |
2/15/2023 | Money Concepts Capital Corp | 1,139 | $64K | 0.0% | +5,595.0% | 0.001% | |
2/15/2023 | Morgan Stanley | 4,762,951 | $269.01M | 0.0% | +66.3% | 2.499% | |
2/15/2023 | Mariner LLC | 157,508 | $8.90M | 0.0% | -15.0% | 0.083% | |
2/15/2023 | Exencial Wealth Advisors LLC | 223,315 | $12.61M | 0.7% | -9.1% | 0.117% | |
2/15/2023 | Equitable Holdings Inc. | 481,144 | $27.18M | 0.5% | +4.1% | 0.252% | |
2/15/2023 | First Manhattan Co. | 494 | $28K | 0.0% | N/A | 0.000% | |
2/15/2023 | Frontier Asset Management LLC | 71,698 | $4.05M | 1.9% | +152.4% | 0.038% | |
2/15/2023 | Alps Advisors Inc. | 138,422 | $7.82M | 0.1% | +0.5% | 0.073% | |
2/15/2023 | Auto Owners Insurance Co | 52,300 | $2.95M | 0.1% | N/A | 0.027% | |
2/15/2023 | RF&L Wealth Management LLC | 10,065 | $0.57M | 0.6% | N/A | 0.005% | |
2/14/2023 | Oxford Financial Group Ltd. | 6,028 | $0.34M | 0.0% | +5,234.5% | 0.003% | |
2/14/2023 | Meeder Asset Management Inc. | 44,486 | $2.51M | 0.2% | -3.3% | 0.023% | |
2/14/2023 | Interchange Capital Partners LLC | 14,000 | $0.79M | 0.8% | -11.9% | 0.007% | |
2/14/2023 | Cetera Advisor Networks LLC | 37,717 | $2.13M | 0.0% | +6.2% | 0.020% | |
2/14/2023 | Cetera Investment Advisers | 101,134 | $5.71M | 0.1% | +45.2% | 0.053% | |
2/14/2023 | Cetera Advisors LLC | 7,064 | $0.40M | 0.0% | +18.1% | 0.004% | |
2/14/2023 | Cary Street Partners Asset Management LLC | 941 | $53K | 0.0% | -33.0% | 0.000% | |
2/14/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 88,978 | $5.02M | 0.4% | +5.6% | 0.047% | |
2/13/2023 | Pathstone Family Office LLC | 201,208 | $11.35M | 0.2% | +18.1% | 0.106% | |
2/13/2023 | First Republic Investment Management Inc. | 35,877 | $2.03M | 0.0% | +17.4% | 0.019% | |
2/13/2023 | Charles Schwab Investment Advisory Inc. | 17,793 | $1.01M | 0.0% | +1.3% | 0.009% | |
2/13/2023 | Deutsche Bank AG | 23,673 | $1.34M | 0.0% | -2.5% | 0.012% | |
2/13/2023 | Brown Advisory Inc. | 55,507 | $3.14M | 0.0% | -2.7% | 0.029% | |
2/13/2023 | Brooklyn FI LLC | 10,506 | $3.06M | 2.2% | -61.5% | 0.006% | |
2/13/2023 | Baird Financial Group Inc. | 100,417 | $5.67M | 0.0% | -70.1% | 0.053% | |
2/13/2023 | Kingsview Wealth Management LLC | 6,300 | $0.36M | 0.0% | +2.8% | 0.003% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 319,569 | $18.05M | 0.9% | +30.7% | 0.168% | |
2/13/2023 | BOKF NA | 17,852 | $1.01M | 0.0% | -50.9% | 0.009% | |
2/13/2023 | Bessemer Group Inc. | 87,390 | $4.94M | 0.0% | +4.9% | 0.046% | |
2/13/2023 | Resolute Financial LLC | 18,218 | $1.03M | 0.9% | +15.7% | 0.010% | |
2/13/2023 | Wells Fargo & Company MN | 460,974 | $26.04M | 0.0% | -12.6% | 0.242% | |
2/13/2023 | Peloton Wealth Strategists | 27,037 | $1.53M | 0.7% | -2.5% | 0.014% | |
2/13/2023 | Heritage Wealth Management LLC | 602 | $34K | 0.0% | +100.0% | 0.000% | |
2/13/2023 | Barclays PLC | 384,900 | $21.74M | 0.0% | +11.2% | 0.202% | |
2/13/2023 | Coyle Financial Counsel LLC | 36,467 | $2.06M | 1.0% | -2.9% | 0.019% | |
2/13/2023 | Shakespeare Wealth Management Inc. | 293,497 | $16.58M | 6.1% | +3.6% | 0.154% | |
2/13/2023 | Pinnacle Wealth Planning Services Inc. | 9,405 | $0.53M | 0.1% | -4.0% | 0.005% | |
2/13/2023 | Southern Wealth Management LLP | 76,903 | $4.34M | 1.7% | -14.2% | 0.040% | |
2/13/2023 | Credit Suisse AG | 53,246 | $3.28M | 0.0% | +558.7% | 0.028% | |
2/13/2023 | Truepoint Inc. | 13,128 | $0.74M | 0.0% | N/A | 0.007% | |
2/13/2023 | Galvin Gaustad & Stein LLC | 6,160 | $0.35M | 0.0% | +35.1% | 0.003% | |
2/13/2023 | TFC Financial Management Inc. | 470 | $27K | 0.0% | -86.5% | 0.000% | |
2/13/2023 | American Century Companies Inc. | 4,048 | $0.23M | 0.0% | -93.0% | 0.002% | |
2/13/2023 | Delta Asset Management LLC TN | 876 | $49K | 0.0% | N/A | 0.000% | |
2/13/2023 | TAGStone Capital Inc. | 18,235 | $1.03M | 0.8% | +1.1% | 0.010% | |
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2/13/2023 | Choreo LLC | 351,582 | $19.86M | 1.0% | +12.0% | 0.184% | |
2/13/2023 | Atria Wealth Solutions Inc. | 50,510 | $2.85M | 0.0% | +0.5% | 0.027% | |
2/13/2023 | CIBC Private Wealth Group LLC | 12,265 | $0.69M | 0.0% | N/A | 0.006% | |
2/13/2023 | Merriman Wealth Management LLC | 80,901 | $4.57M | 0.2% | -4.3% | 0.042% | |
2/13/2023 | Pitcairn Co. | 119,969 | $6.78M | 0.7% | N/A | 0.063% | |
2/13/2023 | JPMorgan Chase & Co. | 632,937 | $35.75M | 0.0% | +19.9% | 0.332% | |
2/13/2023 | M&T Bank Corp | 324,338 | $18.43M | 0.1% | -5.4% | 0.170% | |
2/13/2023 | Truefg LLC | 3,598 | $0.20M | 0.1% | N/A | 0.002% | |
2/13/2023 | M Holdings Securities Inc. | 75,337 | $4.26M | 0.4% | -11.4% | 0.040% | |
2/13/2023 | Quadrant Capital Group LLC | 226,864 | $12.81M | 1.5% | -14.7% | 0.119% | |