3/8/2023 | Capital Asset Advisory Services LLC | 41,728 | $3.39M | 0.3% | N/A | 0.012% | |
3/8/2023 | Pacific Wealth Management | 211,945 | $17.20M | 12.6% | +0.5% | 0.063% | |
3/6/2023 | Rockefeller Capital Management L.P. | 376,962 | $30.60M | 0.2% | +0.3% | 0.111% | |
3/6/2023 | OLD Mission Capital LLC | 140,120 | $11.37M | 0.3% | +28.3% | 0.041% | |
3/3/2023 | TIAA FSB | 230,210 | $18.70M | 0.1% | -2.0% | 0.068% | |
3/2/2023 | Oliver Lagore Vanvalin Investment Group | 28,572 | $2.32M | 1.3% | -93.6% | 0.008% | |
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3/1/2023 | Regal Investment Advisors LLC | 71,340 | $5.79M | 0.6% | +17.3% | 0.021% | |
3/1/2023 | Willow Creek Wealth Management Inc. | 3,224 | $0.26M | 0.0% | +18.1% | 0.001% | |
2/27/2023 | Gallagher Benefit Services Inc. | 12,223 | $0.99M | 0.2% | N/A | 0.004% | |
2/24/2023 | Natixis | 17,246 | $1.40M | 0.0% | N/A | 0.005% | |
2/23/2023 | Centurion Wealth Management LLC | 4,096 | $0.33M | 0.2% | N/A | 0.001% | |
2/23/2023 | WC Walker & Associates Inc. | 8,822 | $0.72M | 0.4% | +9.2% | 0.003% | |
2/22/2023 | Kovack Advisors Inc. | 7,751 | $0.63M | 0.1% | +154.1% | 0.002% | |
2/22/2023 | Tillman Hartley LLC | 30,351 | $2.46M | 1.1% | N/A | 0.009% | |
2/22/2023 | CVA Family Office LLC | 5,141 | $0.42M | 0.1% | N/A | 0.002% | |
2/21/2023 | Alamar Capital Management LLC | 11,564 | $0.94M | 1.0% | N/A | 0.003% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 1,692,838 | $137.41M | 0.2% | +35.8% | 0.500% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 156,311 | $12.69M | 0.3% | +10.4% | 0.046% | |
2/21/2023 | Biltmore Wealth Management LLC | 108,788 | $8.83M | 0.0% | +2.9% | 0.032% | |
2/17/2023 | Truist Financial Corp | 5,203,721 | $422.39M | 0.7% | +30.7% | 1.538% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 374 | $30K | 0.0% | N/A | 0.000% | |
2/17/2023 | LaSalle St. Investment Advisors LLC | 46,903 | $3.81M | 1.8% | N/A | 0.014% | |
2/17/2023 | Ascent Group LLC | 52,671 | $4.28M | 0.5% | -57.0% | 0.016% | |
2/16/2023 | WealthPLAN Partners LLC | 5,546 | $0.45M | 0.0% | N/A | 0.002% | |
2/16/2023 | American Trust | 20,472 | $1.66M | 0.2% | -20.6% | 0.006% | |
2/16/2023 | Alpha Financial Partners LLC | 81,738 | $6.64M | 8.0% | N/A | 0.024% | |
2/16/2023 | Alliancebernstein L.P. | 2,715,183 | $220.39M | 0.1% | -32.2% | 0.803% | |
2/16/2023 | CreativeOne Wealth LLC | 307,429 | $24.95M | 1.4% | -12.7% | 0.091% | |
2/16/2023 | FWL Investment Management LLC | 15,898 | $1.29M | 1.0% | +65.0% | 0.005% | |
2/16/2023 | Financial Advocates Investment Management | 76,732 | $6.23M | 0.5% | +40.1% | 0.023% | |
2/16/2023 | Pacific Financial Group Inc. | 25,800 | $2.09M | 1.6% | +0.7% | 0.008% | |
2/16/2023 | Probity Advisors Inc. | 56,900 | $4.62M | 1.0% | -0.7% | 0.017% | |
2/16/2023 | RFG Advisory LLC | 23,869 | $1.95M | 0.1% | -59.0% | 0.007% | |
2/16/2023 | Resurgent Financial Advisors LLC | 1,321 | $0.11M | 0.1% | N/A | 0.000% | |
2/16/2023 | United Capital Financial Advisers LLC | 641,946 | $52.11M | 0.3% | +37.3% | 0.190% | |
2/16/2023 | Wellington Shields Capital Management LLC | 8,070 | $0.66M | 0.1% | -55.0% | 0.002% | |
2/16/2023 | Harbour Investments Inc. | 10,232 | $0.83M | 0.1% | +450.1% | 0.003% | |
2/16/2023 | One Capital Management LLC | 119,337 | $9.69M | 0.5% | +5.0% | 0.035% | |
2/16/2023 | Gateway Wealth Partners LLC | 4,683 | $0.38M | 0.1% | N/A | 0.001% | |
2/16/2023 | Chartwell Investment Partners LLC | 10,495 | $0.85M | 0.0% | +55.8% | 0.003% | |
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2/15/2023 | Retirement Group LLC | 87,544 | $7.11M | 3.4% | +3,261.9% | 0.026% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 76,225 | $6.19M | 0.1% | +291.6% | 0.023% | |
2/15/2023 | CI Private Wealth LLC | 77,289 | $6.27M | 0.0% | N/A | 0.023% | |
2/15/2023 | Sentinus LLC | 75,592 | $10.72M | 6.3% | +6.8% | 0.022% | |
2/15/2023 | Atlas Capital Advisors LLC | 113,570 | $9.22M | 1.5% | +1,095.9% | 0.034% | |
2/15/2023 | Apollon Wealth Management LLC | 12,261 | $1M | 0.1% | -63.7% | 0.004% | |
2/15/2023 | WJ Wealth Management LLC | 2,800 | $0.23M | 0.1% | N/A | 0.001% | |
2/15/2023 | Founders Financial Alliance LLC | 11,743 | $0.95M | 0.4% | -6.5% | 0.003% | |
2/15/2023 | Captrust Financial Advisors | 3,934,473 | $319.36M | 1.6% | -39.6% | 1.163% | |
2/15/2023 | Annandale Capital LLC | 12,643 | $1.03M | 0.3% | +289.5% | 0.004% | |
2/15/2023 | Howe & Rusling Inc. | 3,763 | $0.31M | 0.0% | +4.6% | 0.001% | |
2/15/2023 | TFB Advisors LLC | 12,371 | $1M | 0.8% | N/A | 0.004% | |
2/15/2023 | Lazard Asset Management LLC | 6,693 | $0.54M | 0.0% | -88.7% | 0.002% | |
2/15/2023 | SageView Advisory Group LLC | 9,900 | $0.80M | 0.1% | N/A | 0.003% | |
2/15/2023 | EPG Wealth Management LLC | 41,052 | $3.33M | 1.3% | +159.4% | 0.012% | |
2/15/2023 | Momentum Advisors LLC | 5,842 | $0.47M | 0.5% | N/A | 0.002% | |
2/15/2023 | Claraphi Advisory Network LLC | 277,692 | $22.54M | 9.0% | +50.1% | 0.082% | |
2/15/2023 | Patriot Investment Management Group Inc. | 57,485 | $4.70M | 0.4% | +21.0% | 0.017% | |
2/15/2023 | 1832 Asset Management L.P. | 92,062 | $7.47M | 0.0% | -89.6% | 0.027% | |
2/15/2023 | Chicago Wealth Management Inc. | 156,102 | $12.67M | 10.9% | +15.7% | 0.046% | |
2/15/2023 | Main Management LLC | 257,031 | $20.86M | 2.4% | -13.7% | 0.076% | |
2/15/2023 | PFS Investments Inc. | 221,176 | $17.95M | 0.3% | -52.9% | 0.065% | |
2/15/2023 | Cerity Partners LLC | 278,011 | $22.57M | 0.1% | +53.4% | 0.082% | |
2/15/2023 | Vicus Capital | 10,768 | $0.87M | 0.1% | -2.2% | 0.003% | |
2/15/2023 | Financial Gravity Asset Management Inc. | 81 | $63K | 0.3% | -94.1% | 0.000% | |
2/15/2023 | Toroso Investments LLC | 12,003 | $0.97M | 0.0% | +338.7% | 0.004% | |
2/15/2023 | LifePro Asset Management | 4,577 | $0.37M | 0.3% | -19.5% | 0.001% | |
2/15/2023 | Staley Capital Advisers Inc. | 13,000 | $1.06M | 0.1% | -10.7% | 0.004% | |
2/15/2023 | Swmg LLC | 27,550 | $2.24M | 1.4% | +38.8% | 0.008% | |
2/15/2023 | Sanctuary Wealth Management L.L.C. | 464,805 | $37.73M | 44.0% | +3.3% | 0.137% | |
2/15/2023 | Shepherd Financial Partners LLC | 130,446 | $10.59M | 1.9% | +3.6% | 0.039% | |
2/15/2023 | Smith Anglin Financial LLC | 2,718 | $0.22M | 0.0% | -32.9% | 0.001% | |
2/15/2023 | Sovereign Financial Group Inc. | 5,030 | $0.41M | 0.2% | +32.0% | 0.001% | |
2/15/2023 | Stokes Family Office LLC | 2,501 | $0.20M | 0.0% | N/A | 0.001% | |
2/15/2023 | Stonebridge Capital Advisors LLC | 555 | $45K | 0.0% | +55,400.0% | 0.000% | |
2/15/2023 | Laidlaw Wealth Management LLC | 8,428 | $0.68M | 0.1% | +4.6% | 0.002% | |
2/15/2023 | Millennium Management LLC | 54,099 | $4.39M | 0.0% | +82.2% | 0.016% | |
2/15/2023 | Money Concepts Capital Corp | 54,793 | $4.45M | 0.2% | -93.3% | 0.016% | |
2/15/2023 | Morgan Stanley | 20,028,074 | $1.63B | 0.2% | +16.9% | 5.920% | |
2/15/2023 | Mariner LLC | 207,786 | $16.87M | 0.1% | +3.5% | 0.061% | |
2/15/2023 | Mount Lucas Management LP | 328,801 | $26.69M | 8.7% | -66.8% | 0.097% | |
2/15/2023 | Eagle Asset Management Inc. | 13,562 | $1.10M | 0.0% | -35.2% | 0.004% | |
2/15/2023 | Evergreen Capital Management LLC | 636,437 | $51.66M | 2.4% | -34.8% | 0.188% | |
2/15/2023 | Eqis Capital Management Inc. | 42,084 | $3.42M | 0.4% | -16.1% | 0.012% | |
2/15/2023 | Equitable Holdings Inc. | 82,325 | $6.68M | 0.1% | -2.0% | 0.024% | |
2/15/2023 | Essential Planning LLC. | 80,040 | $6.03M | 4.6% | -0.9% | 0.024% | |
2/15/2023 | Flow Traders U.S. LLC | 248,229 | $20.15M | 1.0% | +980.0% | 0.073% | |
2/15/2023 | FinTrust Capital Advisors LLC | 40,169 | $3.26M | 0.8% | -20.5% | 0.012% | |
2/15/2023 | First Capital Advisors Group LLC. | 18,288 | $1.48M | 1.0% | +9.9% | 0.005% | |
2/15/2023 | Fort Point Capital Partners LLC | 3,111 | $0.25M | 0.0% | -18.2% | 0.001% | |
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2/15/2023 | Aua Capital Management LLC | 65,282 | $5.30M | 3.6% | +0.9% | 0.019% | |
2/15/2023 | American Planning Services Inc. | 3,900 | $0.32M | 0.3% | +97,400.0% | 0.001% | |
2/15/2023 | Ancora Advisors LLC | 119,345 | $9.69M | 0.3% | +203.9% | 0.035% | |
2/15/2023 | Apexium Financial LP | 25,073 | $2.04M | 0.2% | -13.8% | 0.007% | |
2/15/2023 | Atlas Private Wealth Advisors | 20,827 | $1.69M | 0.9% | N/A | 0.006% | |
2/15/2023 | Azimuth Capital Investment Management LLC | 6,611 | $0.54M | 0.0% | +7.8% | 0.002% | |
2/15/2023 | Axxcess Wealth Management LLC | 366,511 | $29.75M | 2.5% | +27.1% | 0.108% | |
2/15/2023 | ICA Group Wealth Management LLC | 1,160 | $94K | 0.0% | N/A | 0.000% | |
2/14/2023 | Delos Wealth Advisors LLC | 2,435 | $0.20M | 0.3% | -71.5% | 0.001% | |
2/14/2023 | Family Management Corp | 325,134 | $26.39M | 6.4% | +37,838.6% | 0.096% | |