3/15/2023 | B. Riley Wealth Advisors Inc. | 114,697 | $3.77M | 0.1% | +2.0% | 0.011% | |
3/10/2023 | Mather Group LLC. | 7,131 | $0.23M | 0.0% | N/A | 0.001% | |
3/6/2023 | Rockefeller Capital Management L.P. | 134,992 | $4.43M | 0.0% | +6.7% | 0.013% | |
2/24/2023 | Natixis | 2,226,580 | $73.12M | 0.4% | +111.7% | 0.222% | |
2/22/2023 | Kovack Advisors Inc. | 16,485 | $0.54M | 0.1% | +18.1% | 0.002% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 17,472 | $0.57M | 0.0% | +21.1% | 0.002% | |
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2/21/2023 | B. Riley Wealth Advisors Inc. | 114,697 | $3.77M | 0.1% | +2.0% | 0.011% | |
2/17/2023 | Truist Financial Corp | 6,188 | $0.20M | 0.0% | N/A | 0.001% | |
2/17/2023 | Compass Wealth Management LLC | 1,250 | $41K | 0.0% | N/A | 0.000% | |
2/16/2023 | Axxcess Wealth Management LLC | 11,267 | $0.37M | 0.0% | N/A | 0.001% | |
2/16/2023 | Beach Investment Counsel Inc. PA | 719,597 | $23.63M | 3.0% | +0.2% | 0.072% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 69,772 | $2.29M | 0.1% | +4.9% | 0.007% | |
2/16/2023 | CreativeOne Wealth LLC | 8,746 | $0.29M | 0.0% | +5.5% | 0.001% | |
2/16/2023 | United Capital Financial Advisers LLC | 13,225 | $0.43M | 0.0% | -6.1% | 0.001% | |
2/15/2023 | Green Square Capital Advisors LLC | 7,515 | $0.25M | 0.0% | -8.9% | 0.001% | |
2/15/2023 | Moneta Group Investment Advisors LLC | 69,772,138 | $2.29B | 0.1% | +104,751.1% | 6.955% | |
2/15/2023 | Apollon Wealth Management LLC | 26,325 | $0.87M | 0.1% | +5.3% | 0.003% | |
2/15/2023 | Captrust Financial Advisors | 41,350 | $1.36M | 0.0% | -3.4% | 0.004% | |
2/15/2023 | Annandale Capital LLC | 38,266 | $1.26M | 0.4% | -7.0% | 0.004% | |
2/15/2023 | Wealthstar Advisors LLC | 13,918 | $0.46M | 0.2% | -6.0% | 0.001% | |
2/15/2023 | Susquehanna Fundamental Investments LLC | 102,189 | $3.36M | 0.1% | -41.3% | 0.010% | |
2/15/2023 | Lavaca Capital LLC | 6,400 | $0.21M | 0.1% | N/A | 0.001% | |
2/15/2023 | Linscomb & Williams Inc. | 19,447 | $0.64M | 0.0% | +22.7% | 0.002% | |
2/15/2023 | Mcintyre Freedman & Flynn Investment Advisers Inc. | 26,864 | $0.88M | 0.7% | N/A | 0.003% | |
2/15/2023 | Money Concepts Capital Corp | 4,204 | $0.14M | 0.0% | +286.0% | 0.000% | |
2/15/2023 | Morgan Stanley | 5,140,208 | $168.80M | 0.0% | +16.9% | 0.512% | |
2/15/2023 | Mosaic Family Wealth Partners LLC | 6,286 | $0.21M | 0.1% | N/A | 0.001% | |
2/15/2023 | Mariner LLC | 672,724 | $22.09M | 0.1% | -5.2% | 0.067% | |
2/15/2023 | NBW Capital LLC | 91,608 | $3.01M | 0.8% | -2.2% | 0.009% | |
2/15/2023 | Evergreen Capital Management LLC | 202,687 | $6.66M | 0.3% | -0.2% | 0.020% | |
2/15/2023 | Energy Income Partners LLC | 3,744,205 | $122.96M | 2.8% | +18.4% | 0.373% | |
2/15/2023 | Fortis Capital Advisors LLC | 1,524 | $50K | 0.0% | N/A | 0.000% | |
2/15/2023 | Alps Advisors Inc. | 20,674,484 | $678.95M | 6.1% | +1.9% | 2.061% | |
2/15/2023 | Ancora Advisors LLC | 2,977 | $98K | 0.0% | -45.6% | 0.000% | |
2/15/2023 | Axxcess Wealth Management LLC | 11,267 | $0.37M | 0.0% | N/A | 0.001% | |
2/14/2023 | Wexford Capital LP | 99,945 | $3.28M | 0.7% | +18.4% | 0.010% | |
2/14/2023 | Cetera Advisor Networks LLC | 46,126 | $1.52M | 0.0% | +7.0% | 0.005% | |
2/14/2023 | Cetera Investment Advisers | 15,833 | $0.52M | 0.0% | +72.2% | 0.002% | |
2/14/2023 | Amundi | 814,362 | $27.43M | 0.0% | -60.8% | 0.081% | |
2/14/2023 | Silvercrest Asset Management Group LLC | 68,897 | $2.26M | 0.0% | -4.9% | 0.007% | |
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2/14/2023 | Townsquare Capital LLC | 9,020 | $0.30M | 0.0% | N/A | 0.001% | |
2/13/2023 | Advisors Asset Management Inc. | 84,333 | $2.77M | 0.1% | +2.5% | 0.008% | |
2/13/2023 | Smith Moore & CO. | 28,050 | $0.92M | 0.1% | -2.1% | 0.003% | |
2/13/2023 | First Republic Investment Management Inc. | 80,866 | $2.66M | 0.0% | +0.4% | 0.008% | |
2/13/2023 | Deutsche Bank AG | 5,184,616 | $170.26M | 0.1% | +8.0% | 0.517% | |
2/13/2023 | Infrastructure Capital Advisors LLC | 1,478,666 | $48.56M | 7.2% | -4.5% | 0.147% | |
2/13/2023 | Epoch Investment Partners Inc. | 1,576,645 | $51.78M | 0.3% | +13.1% | 0.157% | |
2/13/2023 | CIBC Asset Management Inc | 26,325 | $0.87M | 0.0% | -33.5% | 0.003% | |
2/13/2023 | Bessemer Group Inc. | 31,881 | $1.05M | 0.0% | -8.6% | 0.003% | |
2/13/2023 | Natixis | 1,113,290 | $36.56M | 0.1% | +5.8% | 0.111% | |
2/13/2023 | Wealth Alliance | 14,083 | $0.46M | 0.1% | -5.8% | 0.001% | |
2/13/2023 | Kercheville Advisors LLC | 170,496 | $5.60M | 3.9% | -3.1% | 0.017% | |
2/13/2023 | Advisors Capital Management LLC | 163,610 | $5.37M | 0.1% | -0.5% | 0.016% | |
2/13/2023 | Wells Fargo & Company MN | 1,284,337 | $42.18M | 0.0% | -0.5% | 0.128% | |
2/13/2023 | Tortoise Capital Advisors L.L.C. | 11,717,394 | $384.80M | 5.8% | -10.3% | 1.168% | |
2/13/2023 | Tortoise Index Solutions LLC | 435,661 | $0.37M | 0.1% | +27.3% | 0.043% | |
2/13/2023 | Barclays PLC | 1,488,891 | $48.90M | 0.0% | -1.2% | 0.148% | |
2/13/2023 | The Manufacturers Life Insurance Company | 18,633 | $0.61M | 0.0% | -1.9% | 0.002% | |
2/13/2023 | Texas Yale Capital Corp. | 154,774 | $5.08M | 0.3% | +5.1% | 0.015% | |
2/13/2023 | Avalon Investment & Advisory | 36,854 | $1.21M | 0.0% | -4.6% | 0.004% | |
2/13/2023 | Atria Wealth Solutions Inc. | 18,580 | $0.61M | 0.0% | -2.7% | 0.002% | |
2/13/2023 | CIBC Private Wealth Group LLC | 3,048,496 | $100.11M | 0.2% | -16.7% | 0.304% | |
2/13/2023 | JPMorgan Chase & Co. | 693,751 | $22.78M | 0.0% | -59.2% | 0.069% | |
2/13/2023 | Penn Mutual Asset Management LLC | 52,127 | $1.71M | 1.9% | +17.7% | 0.005% | |
2/10/2023 | Bank of America Corp DE | 11,076,525 | $363.75M | 0.0% | -11.5% | 1.104% | |
2/10/2023 | Creative Planning | 42,176 | $1.39M | 0.0% | +5.5% | 0.004% | |
2/10/2023 | Morningstar Investment Management LLC | 83,163 | $2.73M | 0.7% | -7.0% | 0.008% | |
2/10/2023 | Caldwell Sutter Capital Inc. | 4,000 | $0.13M | 0.1% | N/A | 0.000% | |
2/10/2023 | Colonial River Wealth Management LLC | 9,404 | $0.31M | 0.2% | N/A | 0.001% | |
2/10/2023 | Samalin Investment Counsel LLC | 51,598 | $1.69M | 1.1% | +5.2% | 0.005% | |
2/10/2023 | Bollard Group LLC | 292,758 | $9.61M | 0.4% | -1.3% | 0.029% | |
2/10/2023 | Sei Investments Co. | 14,607 | $0.48M | 0.0% | +18.4% | 0.001% | |
2/10/2023 | Dividend Assets Capital LLC | 87,053 | $2.66M | 0.6% | -3.8% | 0.009% | |
2/10/2023 | Jackson Hole Capital Partners LLC | 49,676 | $1.63M | 0.5% | +15.6% | 0.005% | |
2/10/2023 | Somerset Group LLC | 10,000 | $0.33M | 0.3% | N/A | 0.001% | |
2/10/2023 | HRT Financial LP | 6,611 | $0.22M | 0.0% | N/A | 0.001% | |
2/10/2023 | CoreCap Advisors LLC | 2,897 | $95K | 0.0% | N/A | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 139,935 | $4.60M | 0.0% | +30.5% | 0.014% | |
2/10/2023 | Clearbridge Investments LLC | 5,036,876 | $165.41M | 0.2% | +8.3% | 0.502% | |
2/10/2023 | PNC Financial Services Group Inc. | 103,378 | $3.40M | 0.0% | +14.7% | 0.010% | |
2/10/2023 | Blair William & Co. IL | 22,466 | $0.74M | 0.0% | -26.5% | 0.002% | |
2/10/2023 | Heronetta Management L.P. | 460,533 | $15.12M | 9.5% | +5.2% | 0.046% | |
2/10/2023 | Bahl & Gaynor Inc. | 8,000 | $0.26M | 0.0% | N/A | 0.001% | |
2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 5,962,561 | $195.81M | 0.5% | +22.6% | 0.594% | |
2/9/2023 | Chicago Partners Investment Group LLC | 417,135 | $14.17M | 0.9% | +3.2% | 0.042% | |
2/9/2023 | First Trust Advisors LP | 131,598 | $4.32M | 0.0% | -34.7% | 0.013% | |
2/9/2023 | Victory Capital Management Inc. | 36,430 | $1.27M | 0.0% | -0.9% | 0.004% | |
2/9/2023 | EverSource Wealth Advisors LLC | 4,698 | $0.15M | 0.0% | +32.8% | 0.000% | |
2/9/2023 | Pegasus Partners Ltd. | 14,420 | $0.47M | 0.1% | N/A | 0.001% | |
2/9/2023 | MAI Capital Management | 51,179 | $1.68M | 0.0% | -1.1% | 0.005% | |
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2/9/2023 | Citigroup Inc. | 933,452 | $30.66M | 0.0% | -24.1% | 0.093% | |
2/9/2023 | HighTower Advisors LLC | 485,959 | $15.97M | 0.0% | +0.6% | 0.048% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 39,290 | $1.29M | 0.0% | -1.6% | 0.004% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 402,535 | $13.22M | 0.0% | +8.8% | 0.040% | |
2/8/2023 | Belpointe Asset Management LLC | 5,926 | $0.20M | 0.0% | -10.6% | 0.001% | |
2/8/2023 | Duff & Phelps Investment Management Co. | 1,847,286 | $60.67M | 0.7% | -2.8% | 0.184% | |
2/8/2023 | Prospera Financial Services Inc | 25,912 | $0.85M | 0.0% | N/A | 0.003% | |
2/8/2023 | Donoghue Forlines LLC | 25,909 | $0.85M | 0.3% | +87.7% | 0.003% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 37,340 | $1.23M | 0.0% | +3.0% | 0.004% | |
2/8/2023 | Van ECK Associates Corp | 38,074 | $1.25M | 0.0% | -4.1% | 0.004% | |