3/15/2024 | B. Riley Wealth Advisors Inc. | 102,601 | $4.76M | 0.1% | -21.4% | 0.026% | |
3/11/2024 | Vanguard Group Inc. | 8,281 | $0.38M | 0.0% | N/A | 0.002% | |
3/8/2024 | ICA Group Wealth Management LLC | 10,472 | $0.49M | 0.1% | -13.3% | 0.003% | |
3/6/2024 | SageView Advisory Group LLC | 8,589 | $0.40M | 0.0% | +45.3% | 0.002% | |
3/5/2024 | Fisher Asset Management LLC | 10,178 | $0.47M | 0.0% | +18.4% | 0.003% | |
3/5/2024 | Greenwood Capital Associates LLC | 22,707 | $1.05M | 0.1% | -1.1% | 0.006% | |
|
3/4/2024 | Tucker Asset Management LLC | 1,498 | $69K | 0.0% | +133.0% | 0.000% | |
3/4/2024 | Richardson Financial Services Inc. | 1,727 | $80K | 0.1% | N/A | 0.000% | |
3/1/2024 | Pineridge Advisors LLC | 2,713 | $0.13M | 0.0% | N/A | 0.001% | |
2/29/2024 | Tortoise Investment Management LLC | 26,046 | $1.21M | 0.2% | -40.2% | 0.007% | |
2/28/2024 | Forthright Family Wealth Advisory LLC | 123,928 | $5.75M | 4.5% | N/A | 0.032% | |
2/28/2024 | EP Wealth Advisors LLC | 3,403 | $0.16M | 0.0% | -57.9% | 0.001% | |
2/26/2024 | Syon Capital LLC | 305,665 | $14.17M | 1.2% | N/A | 0.079% | |
2/21/2024 | WNY Asset Management LLC | 97,038 | $4.50M | 0.8% | +6.6% | 0.025% | |
2/21/2024 | American Trust | 549,523 | $25.48M | 1.9% | -9.2% | 0.142% | |
2/16/2024 | SageView Advisory Group LLC | 8,589 | $0.40M | 0.0% | +45.3% | 0.002% | |
2/16/2024 | Harbour Investments Inc. | 25,304 | $1.17M | 0.0% | -4.7% | 0.007% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 488,924 | $22.67M | 0.1% | -0.4% | 0.126% | |
2/15/2024 | Townsquare Capital LLC | 26,372 | $1.22M | 0.0% | +3.0% | 0.007% | |
2/15/2024 | Baker Avenue Asset Management LP | 51,998 | $2.41M | 0.1% | +1,271.3% | 0.013% | |
2/15/2024 | Hilltop Partners LLC | 63,615 | $2.95M | 1.2% | +63.7% | 0.016% | |
2/15/2024 | Vanguard Group Inc. | 8,281 | $0.38M | 0.0% | N/A | 0.002% | |
2/15/2024 | Vernal Point Advisors LLC | 16,823 | $0.78M | 0.8% | N/A | 0.004% | |
2/15/2024 | Websterrogers Financial Advisors LLC | 184,761 | $8.57M | 3.6% | +481.4% | 0.048% | |
2/15/2024 | West Michigan Advisors LLC | 4,419 | $0.21M | 0.1% | -26.4% | 0.001% | |
2/15/2024 | Nwam LLC | 7,676 | $0.36M | 0.0% | -16.7% | 0.002% | |
2/15/2024 | Freedom Investment Management Inc. | 100,301 | $4.65M | 0.4% | +47.0% | 0.026% | |
2/15/2024 | Baird Financial Group Inc. | 6,931 | $0.32M | 0.0% | -85.2% | 0.002% | |
2/15/2024 | Bell Investment Advisors Inc | 836,135 | $38.76M | 8.0% | +0.5% | 0.215% | |
2/15/2024 | Bragg Financial Advisors Inc | 57,759 | $2.68M | 0.1% | +11.2% | 0.015% | |
2/15/2024 | Comerica Bank | 37,500 | $1.74M | 0.0% | -1.4% | 0.010% | |
2/14/2024 | Royal Bank of Canada | 1,216,394 | $56.39M | 0.0% | +2.5% | 0.313% | |
2/14/2024 | Continuum Advisory LLC | 26,139 | $1.21M | 0.2% | +13.3% | 0.007% | |
2/14/2024 | Pathstone Holdings LLC | 120,261 | $5.58M | 0.0% | N/A | 0.031% | |
2/14/2024 | Pacific Financial Group Inc. | 5,341 | $0.25M | 0.2% | -15.8% | 0.001% | |
2/14/2024 | Kestra Advisory Services LLC | 115,028 | $5.33M | 0.0% | +21.9% | 0.030% | |
2/14/2024 | Creative Planning | 30,784 | $1.43M | 0.0% | -3.1% | 0.008% | |
2/14/2024 | Redwood Investment Management LLC | 10,478 | $0.49M | 0.0% | +8.5% | 0.003% | |
2/14/2024 | First Financial Bankshares Inc | 597,840 | $27.72M | 0.7% | N/A | 0.154% | |
2/14/2024 | Regal Investment Advisors LLC | 29,573 | $1.37M | 0.1% | +1.6% | 0.008% | |
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2/14/2024 | Sei Investments Co. | 298,478 | $13.84M | 0.0% | +3.2% | 0.077% | |
2/13/2024 | Morningstar Investment Services LLC | 5,292,600 | $245.63M | 1.4% | +200.4% | 1.364% | |
2/13/2024 | Envestnet Asset Management Inc. | 17,498,487 | $811.23M | 0.3% | +7.0% | 4.509% | |
2/13/2024 | Exencial Wealth Advisors LLC | 7,451 | $0.35M | 0.0% | -14.0% | 0.002% | |
2/13/2024 | 1832 Asset Management L.P. | 765,154 | $35.47M | 0.1% | +2.0% | 0.197% | |
2/13/2024 | Cetera Advisor Networks LLC | 191,469 | $8.88M | 0.0% | +4.9% | 0.049% | |
2/13/2024 | Essential Planning LLC. | 26,092 | $1.21M | 0.6% | +35.2% | 0.007% | |
2/13/2024 | Per Stirling Capital Management LLC. | 4,358 | $0.20M | 0.0% | N/A | 0.001% | |
2/13/2024 | Oppenheimer & Co. Inc. | 22,710 | $1.05M | 0.0% | -10.4% | 0.006% | |
2/13/2024 | Goldman Sachs Group Inc. | 119,401 | $5.54M | 0.0% | -25.2% | 0.031% | |
2/13/2024 | Belpointe Asset Management LLC | 5,303 | $0.25M | 0.0% | +11.4% | 0.001% | |
2/13/2024 | Jones Financial Companies Lllp | 18,465 | $0.86M | 0.0% | +48.1% | 0.005% | |
2/13/2024 | Bard Associates Inc. | 46,555 | $2.16M | 0.8% | -15.0% | 0.012% | |
2/13/2024 | 1607 Capital Partners LLC | 148,100 | $6.87M | 0.5% | +75.3% | 0.038% | |
2/13/2024 | SWS Partners | 98,374 | $4.56M | 1.5% | +11.5% | 0.025% | |
2/13/2024 | Lloyd Advisory Services LLC. | 9,342 | $0.43M | 0.2% | N/A | 0.002% | |
2/12/2024 | Eagle Asset Management Inc. | 15,663 | $0.73M | 0.0% | -13.5% | 0.004% | |
2/12/2024 | Vectors Research Management LLC | 719,191 | $33.34M | 5.6% | +52.8% | 0.185% | |
2/12/2024 | Peterson Financial Group Inc. | 17,212 | $0.80M | 0.5% | -9.0% | 0.004% | |
2/12/2024 | Relative Value Partners Group LLC | 1,386,901 | $64.30M | 3.9% | +13.5% | 0.357% | |
2/12/2024 | Stifel Financial Corp | 4,902,658 | $227.29M | 0.3% | 0.0% | 1.263% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 4,442 | $0.21M | 0.0% | +344.2% | 0.001% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 138,165 | $6.41M | 2.4% | N/A | 0.036% | |
2/12/2024 | Staley Capital Advisers Inc. | 275,050 | $12.75M | 0.6% | +14.1% | 0.071% | |
2/12/2024 | Cantor Fitzgerald Investment Advisors L.P. | 837,250 | $38.82M | 3.0% | N/A | 0.216% | |
2/9/2024 | Nomura Asset Management Co. Ltd. | 30,400 | $1.41M | 0.0% | N/A | 0.008% | |
2/9/2024 | Advisory Services Network LLC | 10,321 | $0.48M | 0.0% | -19.6% | 0.003% | |
2/9/2024 | Orion Portfolio Solutions LLC | 547,923 | $25.21M | 0.3% | +4.1% | 0.141% | |
2/9/2024 | LWS Wealth Advisors Inc. | 15,463 | $0.72M | 0.3% | N/A | 0.004% | |
2/9/2024 | SageView Advisory Group LLC | 8,589 | $0.40M | 0.0% | +45.3% | 0.002% | |
2/9/2024 | Hohimer Wealth Management LLC | 12,922 | $0.60M | 0.2% | +13.7% | 0.003% | |
2/9/2024 | US Bancorp DE | 467,261 | $21.66M | 0.0% | -3.6% | 0.120% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 1,216,168 | $56.38M | 0.2% | -3.4% | 0.313% | |
2/9/2024 | EverSource Wealth Advisors LLC | 196,999 | $9.13M | 0.8% | +3.8% | 0.051% | |
2/9/2024 | Hanlon Investment Management Inc. | 52,876 | $2.45M | 0.8% | -3.4% | 0.014% | |
2/9/2024 | Certified Advisory Corp | 8,679 | $0.40M | 0.1% | N/A | 0.002% | |
2/9/2024 | Keystone Financial Group | 4,727 | $0.22M | 0.0% | -6.9% | 0.001% | |
2/9/2024 | Franklin Resources Inc. | 7,462 | $0.35M | 0.0% | +159.0% | 0.002% | |
2/9/2024 | Assetmark Inc. | 6,303,927 | $292.25M | 1.1% | +1.8% | 1.624% | |
2/9/2024 | CreativeOne Wealth LLC | 270,400 | $12.54M | 0.8% | +2.7% | 0.070% | |
2/9/2024 | Certus Wealth Management LLC | 75,637 | $3.51M | 3.0% | +1.2% | 0.019% | |
2/9/2024 | Wells Fargo & Company MN | 1,372,728 | $63.64M | 0.0% | -15.6% | 0.354% | |
2/9/2024 | Cravens & Co Advisors LLC | 157,297 | $7.29M | 6.3% | N/A | 0.041% | |
2/9/2024 | UBS Group AG | 1,190,842 | $55.21M | 0.0% | -3.9% | 0.307% | |
2/9/2024 | PNC Financial Services Group Inc. | 220,009 | $10.20M | 0.0% | +111.8% | 0.057% | |
2/8/2024 | Brown Advisory Inc. | 7,941 | $0.37M | 0.0% | +16.4% | 0.002% | |
2/8/2024 | Clarity Capital Advisors LLC | 10,427 | $0.48M | 0.4% | N/A | 0.003% | |
2/8/2024 | Level Four Advisory Services LLC | 13,315 | $0.62M | 0.0% | +38.1% | 0.003% | |
2/8/2024 | Financial Advocates Investment Management | 29,732 | $1.38M | 0.1% | N/A | 0.008% | |
2/8/2024 | Tortoise Investment Management LLC | 27,214 | $1.24M | 0.2% | -37.6% | 0.007% | |
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2/8/2024 | WT Wealth Management | 11,837 | $0.55M | 0.2% | -11.5% | 0.003% | |
2/8/2024 | SigFig Wealth Management LLC | 118,791 | $5.51M | 0.2% | +1.6% | 0.031% | |
2/8/2024 | Equity Investment Corp | 67,515 | $3.13M | 0.1% | N/A | 0.017% | |
2/8/2024 | Beacon Pointe Advisors LLC | 8,463 | $0.39M | 0.0% | +15.4% | 0.002% | |
2/8/2024 | Savvy Advisors Inc. | 22,657 | $1.05M | 1.0% | N/A | 0.006% | |
2/8/2024 | Foundations Investment Advisors LLC | 25,895 | $1.20M | 0.0% | -36.1% | 0.007% | |
2/8/2024 | Janney Montgomery Scott LLC | 722,204 | $33.48M | 0.1% | +16.5% | 0.186% | |
2/8/2024 | Vise Technologies Inc. | 38,177 | $1.77M | 0.4% | +3.7% | 0.010% | |
2/8/2024 | US Financial Advisors LLC | 44,492 | $2.06M | 0.8% | +2.7% | 0.011% | |
2/8/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 831,000 | $38.53M | 0.1% | +0.7% | 0.214% | |