3/15/2023 | B. Riley Wealth Advisors Inc. | 2,600 | $0.45M | 0.0% | -9.4% | 0.013% | |
3/10/2023 | Mather Group LLC. | 1,210 | $0.21M | 0.0% | -6.0% | 0.006% | |
3/6/2023 | Rockefeller Capital Management L.P. | 6,537 | $1.14M | 0.0% | +470.4% | 0.032% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 48,373 | $8.43M | 0.0% | +41.1% | 0.234% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 2,600 | $0.45M | 0.0% | -9.4% | 0.013% | |
2/17/2023 | Truist Financial Corp | 27,643 | $4.82M | 0.0% | +52.8% | 0.134% | |
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2/17/2023 | Compass Wealth Management LLC | 3,125 | $0.55M | 0.2% | N/A | 0.015% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 1,693 | $0.30M | 0.0% | -16.7% | 0.008% | |
2/15/2023 | CI Private Wealth LLC | 1,640 | $0.29M | 0.0% | N/A | 0.008% | |
2/15/2023 | Capstone Financial Advisors Inc. | 21,488 | $3.75M | 0.3% | +0.5% | 0.104% | |
2/15/2023 | Captrust Financial Advisors | 5,363 | $0.94M | 0.0% | +95.0% | 0.026% | |
2/15/2023 | Waverly Advisors LLC | 289,311 | $50.42M | 2.8% | -0.4% | 1.401% | |
2/15/2023 | Cerity Partners LLC | 347,375 | $60.53M | 0.4% | +11.4% | 1.682% | |
2/15/2023 | Money Concepts Capital Corp | 264 | $46K | 0.0% | N/A | 0.001% | |
2/15/2023 | Morgan Stanley | 348,886 | $60.80M | 0.0% | +87.5% | 1.690% | |
2/15/2023 | Mariner LLC | 36,867 | $6.42M | 0.0% | -10.3% | 0.179% | |
2/15/2023 | First Manhattan Co. | 25,632 | $4.47M | 0.0% | +32.9% | 0.124% | |
2/14/2023 | Susquehanna International Group LLP | 12,608 | $2.20M | 0.0% | -51.6% | 0.061% | |
2/14/2023 | Cetera Advisor Networks LLC | 20,259 | $3.53M | 0.0% | +0.8% | 0.098% | |
2/14/2023 | Cetera Advisors LLC | 2,400 | $0.42M | 0.0% | +3.6% | 0.012% | |
2/14/2023 | Cambridge Associates LLC MA ADV | 25,303 | $4.41M | 0.3% | -31.6% | 0.123% | |
2/14/2023 | Hirtle Callaghan & Co LLC | 102,444 | $17.85M | 1.1% | -0.1% | 0.496% | |
2/13/2023 | First Republic Investment Management Inc. | 251,738 | $43.87M | 0.1% | +2,939.9% | 1.219% | |
2/13/2023 | Charles Schwab Investment Management Inc. | 2,262 | $0.39M | 0.0% | N/A | 0.011% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 13,599 | $2.37M | 0.1% | -66.1% | 0.066% | |
2/13/2023 | Wells Fargo & Company MN | 195,647 | $34.09M | 0.0% | +6.9% | 0.947% | |
2/13/2023 | Heritage Wealth Management LLC | 2,004 | $0.35M | 0.0% | +100.0% | 0.010% | |
2/13/2023 | Atria Wealth Solutions Inc. | 125,279 | $21.83M | 0.3% | -4.5% | 0.607% | |
2/13/2023 | JPMorgan Chase & Co. | 10,801 | $1.88M | 0.0% | +4,344.9% | 0.052% | |
2/13/2023 | M&T Bank Corp | 44,455 | $7.41M | 0.0% | +1,615.1% | 0.215% | |
2/10/2023 | Bank of America Corp DE | 876,212 | $152.69M | 0.0% | +92.5% | 4.243% | |
2/10/2023 | Creative Planning | 28,349 | $4.94M | 0.0% | +27.5% | 0.137% | |
2/10/2023 | Tlwm | 5,790 | $1.01M | 0.4% | N/A | 0.028% | |
2/10/2023 | Assetmark Inc. | 17,811 | $3.10M | 0.0% | N/A | 0.086% | |
2/10/2023 | Evoke Wealth LLC | 201,825 | $35.17M | 1.3% | +186,775.0% | 0.977% | |
2/10/2023 | Sequoia Financial Advisors LLC | 6,203 | $1.08M | 0.0% | +238.8% | 0.030% | |
2/10/2023 | CoreCap Advisors LLC | 381 | $66K | 0.0% | N/A | 0.002% | |
2/10/2023 | Advisor Group Holdings Inc. | 8,451 | $1.47M | 0.0% | -2.9% | 0.041% | |
2/10/2023 | Financial Insights Inc. | 1,301 | $0.23M | 0.1% | N/A | 0.006% | |
2/10/2023 | Commerce Bank | 22,692 | $3.95M | 0.0% | +14.9% | 0.110% | |
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2/9/2023 | Ethos Financial Group LLC | 2,644 | $0.46M | 0.2% | N/A | 0.013% | |
2/9/2023 | Foster & Motley Inc. | 20,115 | $3.51M | 0.3% | +4.0% | 0.097% | |
2/9/2023 | HBK Sorce Advisory LLC | 7,138 | $1.24M | 0.0% | N/A | 0.035% | |
2/9/2023 | MAI Capital Management | 109,006 | $19M | 0.3% | +64.7% | 0.528% | |
2/9/2023 | HighTower Advisors LLC | 47,886 | $8.35M | 0.0% | -0.9% | 0.232% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 148,890 | $25.95M | 0.1% | -9.7% | 0.721% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 175,102 | $30.51M | 0.1% | +10.5% | 0.848% | |
2/8/2023 | Raymond James & Associates | 170,369 | $29.69M | 0.0% | +10.7% | 0.825% | |
2/8/2023 | UBS Group AG | 662,305 | $115.41M | 0.0% | +16.3% | 3.207% | |
2/8/2023 | Prospera Financial Services Inc | 2,206 | $0.38M | 0.0% | +15.7% | 0.011% | |
2/8/2023 | Retirement Income Solutions Inc | 3,118 | $0.54M | 0.2% | +15.1% | 0.015% | |
2/8/2023 | Thrivent Financial for Lutherans | 1,360 | $0.24M | 0.0% | N/A | 0.007% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 56,256 | $9.80M | 0.1% | +1,190.3% | 0.272% | |
2/8/2023 | Highland Financial Advisors LLC | 1,609 | $0.28M | 0.2% | -55.5% | 0.008% | |
2/8/2023 | Anson Capital Inc. | 12,670 | $2.21M | 2.9% | +8.3% | 0.061% | |
2/7/2023 | Commonwealth Equity Services LLC | 20,839 | $3.63M | 0.0% | +13.1% | 0.101% | |
2/7/2023 | Keystone Financial Group | 1,412 | $0.25M | 0.0% | +4.4% | 0.007% | |
2/7/2023 | Bleakley Financial Group LLC | 4,690 | $0.82M | 0.0% | N/A | 0.023% | |
2/7/2023 | LPL Financial LLC | 120,754 | $21.04M | 0.0% | +3.1% | 0.585% | |
2/7/2023 | Cutler Group LLC CA | 300 | $52K | 0.0% | N/A | 0.001% | |
2/7/2023 | FourThought Financial Partners LLC | 13,164 | $2.29M | 0.3% | N/A | 0.064% | |
2/7/2023 | Compass Financial Group INC SD | 4,069 | $0.71M | 0.3% | N/A | 0.020% | |
2/7/2023 | Envestnet Asset Management Inc. | 248,837 | $43.36M | 0.0% | +7.3% | 1.205% | |
2/7/2023 | Savant Capital LLC | 17,571 | $3.06M | 0.1% | +1,115.1% | 0.085% | |
2/6/2023 | Stegner Investment Associates Inc. | 61,297 | $10.68M | 9.8% | -7.4% | 0.297% | |
2/6/2023 | American Investment Services Inc. | 3,498 | $0.61M | 0.1% | N/A | 0.017% | |
2/3/2023 | Mitchell Mcleod Pugh & Williams Inc. | 7,162 | $1.25M | 0.4% | -1.5% | 0.035% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 275 | $48K | 0.0% | N/A | 0.001% | |
2/3/2023 | Aveo Capital Partners LLC | 4,918 | $0.86M | 0.1% | -90.1% | 0.024% | |
2/3/2023 | Pinnacle Financial Partners Inc. | 3,783 | $0.66M | 0.0% | +152.2% | 0.018% | |
2/2/2023 | Tranquility Partners LLC | 1,392 | $0.24M | 0.1% | N/A | 0.007% | |
2/2/2023 | Provence Wealth Management Group | 3,345 | $0.58M | 0.5% | N/A | 0.016% | |
2/1/2023 | Bank of Montreal Can | 2,590 | $0.45M | 0.0% | -4.6% | 0.013% | |
2/1/2023 | CBIZ Investment Advisory Services LLC | 96,072 | $16.74M | 6.5% | -1.4% | 0.465% | |
2/1/2023 | Wealth Enhancement Advisory Services LLC | 100,534 | $18.39M | 0.2% | -5.2% | 0.487% | |
2/1/2023 | Great Valley Advisor Group Inc. | 1,232 | $0.22M | 0.0% | N/A | 0.006% | |
2/1/2023 | Austin Private Wealth LLC | 379,930 | $66.21M | 11.6% | -3.9% | 1.840% | |
2/1/2023 | Kestra Private Wealth Services LLC | 3,013 | $0.53M | 0.0% | +11.3% | 0.015% | |
1/31/2023 | Keybank National Association OH | 94,213 | $16.42M | 0.1% | +26.8% | 0.456% | |
1/31/2023 | Affinia Financial Group LLC | 1,140 | $0.20M | 0.2% | N/A | 0.006% | |
1/31/2023 | AE Wealth Management LLC | 14,533 | $2.53M | 0.0% | +9.5% | 0.070% | |
1/31/2023 | Nova R Wealth Inc. | 14,835 | $2.59M | 1.9% | +33.3% | 0.072% | |
1/31/2023 | Flputnam Investment Management Co. | 5,993 | $1.04M | 0.0% | -40.6% | 0.029% | |
1/30/2023 | Welch Group LLC | 4,495 | $0.78M | 0.0% | -1.6% | 0.022% | |
1/30/2023 | Hapanowicz & Associates Financial Services Inc | 20,282 | $3.53M | 2.6% | +31.2% | 0.098% | |
1/27/2023 | Spectrum Asset Management Inc. NB CA | 18,934 | $3.30M | 1.6% | +331.8% | 0.092% | |
1/27/2023 | Arbor Investment Advisors LLC | 48,740 | $8.49M | 1.7% | +7.5% | 0.236% | |
1/26/2023 | Comerica Bank | 15,283 | $2.78M | 0.0% | +8.0% | 0.074% | |
1/26/2023 | Barnett & Company Inc. | 1,943 | $0.34M | 0.3% | N/A | 0.009% | |
1/26/2023 | Red Cedar Investment Management LLC | 793,767 | $138.32M | 21.8% | +1.2% | 3.844% | |
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1/26/2023 | US Financial Advisors LLC | 14,999 | $2.61M | 1.3% | +13.9% | 0.073% | |
1/26/2023 | Crane Advisory LLC | 3,834 | $0.67M | 0.3% | -47.2% | 0.019% | |
1/26/2023 | Alesco Advisors LLC | 26,185 | $4.56M | 0.2% | +263.9% | 0.127% | |
1/25/2023 | Cyndeo Wealth Partners LLC | 7,122 | $1.24M | 0.1% | N/A | 0.034% | |
1/25/2023 | AJ Wealth Strategies LLC | 8,730 | $1.52M | 0.1% | N/A | 0.042% | |
1/25/2023 | Lpwm LLC | 14,692 | $2.61M | 1.4% | +39.9% | 0.071% | |
1/25/2023 | Clarius Group LLC | 19,303 | $3.36M | 0.3% | N/A | 0.093% | |
1/25/2023 | Fifth Third Bancorp | 1,600 | $0.28M | 0.0% | -16.3% | 0.008% | |
1/25/2023 | Halbert Hargrove Global Advisors LLC | 56,156 | $9.79M | 0.7% | +82.0% | 0.272% | |
1/25/2023 | Thrive Wealth Management LLC | 42,499 | $7.41M | 2.1% | +2.3% | 0.206% | |