3/15/2023 | B. Riley Wealth Advisors Inc. | 104,646 | $9.50M | 0.2% | -11.8% | 0.294% | |
3/10/2023 | Mather Group LLC. | 15,299 | $1.38M | 0.0% | +50.9% | 0.043% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 27,720 | $2.51M | 0.0% | +4.1% | 0.078% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 104,721 | $9.51M | 0.2% | -11.7% | 0.294% | |
2/17/2023 | Truist Financial Corp | 5,035 | $0.46M | 0.0% | -8.6% | 0.014% | |
2/17/2023 | Strait & Sound Wealth Management LLC | 2,309 | $0.22M | 0.2% | N/A | 0.006% | |
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2/16/2023 | Axxcess Wealth Management LLC | 4,125 | $0.37M | 0.0% | -65.4% | 0.012% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 45,893 | $4.15M | 0.1% | +571.7% | 0.129% | |
2/16/2023 | CreativeOne Wealth LLC | 68,615 | $6.21M | 0.3% | -7.2% | 0.192% | |
2/16/2023 | Financial Advocates Investment Management | 2,665 | $0.24M | 0.0% | N/A | 0.007% | |
2/16/2023 | RFG Advisory LLC | 240,339 | $22.50M | 1.1% | +60.0% | 0.674% | |
2/16/2023 | Harbour Investments Inc. | 21,822 | $1.97M | 0.1% | -22.8% | 0.061% | |
2/16/2023 | Beacon Financial Planning Inc. | 26,561 | $2.40M | 2.5% | N/A | 0.075% | |
2/16/2023 | Gateway Wealth Partners LLC | 5,068 | $0.46M | 0.1% | N/A | 0.014% | |
2/15/2023 | Retirement Group LLC | 800 | $72K | 0.0% | +100.0% | 0.002% | |
2/15/2023 | TD Capital Management LLC | 27,024 | $2.45M | 0.3% | +47.6% | 0.076% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 27,947 | $2.53M | 0.0% | -3.9% | 0.078% | |
2/15/2023 | CI Private Wealth LLC | 504,063 | $45.74M | 0.2% | N/A | 1.414% | |
2/15/2023 | WealthPLAN Partners LLC | 10,850 | $1M | 0.1% | N/A | 0.030% | |
2/15/2023 | Moneta Group Investment Advisors LLC | 45,892,529 | $4.15B | 0.1% | +671,629.1% | 128.731% | |
2/15/2023 | Captrust Financial Advisors | 96,100 | $8.70M | 0.0% | +43.8% | 0.270% | |
2/15/2023 | IHT Wealth Management LLC | 7,224 | $0.65M | 0.0% | N/A | 0.020% | |
2/15/2023 | Jane Street Group LLC | 105,715 | $9.57M | 0.0% | -61.5% | 0.297% | |
2/15/2023 | SageView Advisory Group LLC | 2,988 | $0.27M | 0.0% | N/A | 0.008% | |
2/15/2023 | Cerity Partners LLC | 6,225 | $0.56M | 0.0% | N/A | 0.017% | |
2/15/2023 | Vicus Capital | 96,493 | $8.73M | 1.0% | -1.8% | 0.271% | |
2/15/2023 | Linscomb & Williams Inc. | 28,326 | $2.56M | 0.1% | +18.1% | 0.079% | |
2/15/2023 | Money Concepts Capital Corp | 610 | $55K | 0.0% | N/A | 0.002% | |
2/15/2023 | Morgan Stanley | 2,207,709 | $199.75M | 0.0% | +78.3% | 6.193% | |
2/15/2023 | Mariner LLC | 35,882 | $3.25M | 0.0% | +324.4% | 0.101% | |
2/15/2023 | Evergreen Capital Management LLC | 6,749 | $0.61M | 0.0% | -11.4% | 0.019% | |
2/15/2023 | Equitable Holdings Inc. | 21,279 | $1.93M | 0.0% | +17.0% | 0.060% | |
2/15/2023 | Essential Planning LLC. | 402,960 | $36.08M | 27.7% | +3,107.8% | 1.130% | |
2/15/2023 | Flaharty Asset Management LLC | 288,956 | $26.15M | 4.9% | -1.6% | 0.811% | |
2/15/2023 | Fortis Capital Advisors LLC | 7,808 | $0.71M | 0.4% | N/A | 0.022% | |
2/15/2023 | Aspire Private Capital LLC | 1,852 | $167.57B | 0.1% | +6.3% | 0.005% | |
2/15/2023 | Asset Management Group Inc. | 13,854 | $1.25M | 0.3% | -18.5% | 0.039% | |
2/15/2023 | Axxcess Wealth Management LLC | 4,125 | $0.37M | 0.0% | -65.4% | 0.012% | |
2/15/2023 | ICA Group Wealth Management LLC | 320 | $29K | 0.0% | N/A | 0.001% | |
2/14/2023 | Susquehanna International Group LLP | 46,795 | $4.23M | 0.0% | -67.7% | 0.131% | |
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2/14/2023 | Lumature Wealth Partners LLC | 923 | $84K | 0.0% | -60.2% | 0.003% | |
2/14/2023 | Cetera Advisor Networks LLC | 129,009 | $11.67M | 0.1% | +14.7% | 0.362% | |
2/14/2023 | Cetera Investment Advisers | 18,720 | $1.69M | 0.0% | +55.1% | 0.053% | |
2/14/2023 | Cetera Advisors LLC | 20,929 | $1.89M | 0.0% | -26.1% | 0.059% | |
2/14/2023 | Cary Street Partners Asset Management LLC | 3,457 | $0.31M | 0.1% | +47.7% | 0.010% | |
2/14/2023 | Quantitative Advantage LLC | 166,530 | $15.07M | 2.3% | -6.9% | 0.467% | |
2/13/2023 | GeoWealth Management LLC | 314,114 | $28.42M | 3.0% | +5.1% | 0.881% | |
2/13/2023 | Baird Financial Group Inc. | 31,213 | $2.82M | 0.0% | +15.3% | 0.088% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 118,702 | $10.74M | 0.5% | +61.5% | 0.333% | |
2/13/2023 | CIBC Asset Management Inc | 3,755 | $0.34M | 0.0% | +11.9% | 0.011% | |
2/13/2023 | Integrated Wealth Concepts LLC | 17,054 | $1.54M | 0.0% | +17.4% | 0.048% | |
2/13/2023 | First City Capital Management Inc. | 4,102 | $0.37M | 0.2% | -9.7% | 0.012% | |
2/13/2023 | Wells Fargo & Company MN | 583,386 | $52.79M | 0.0% | -10.0% | 1.636% | |
2/13/2023 | Renaissance Technologies LLC | 45,500 | $4.12M | 0.0% | N/A | 0.128% | |
2/13/2023 | Ford Financial Group LLC | 6,430 | $0.58M | 0.2% | N/A | 0.018% | |
2/13/2023 | Delta Asset Management LLC TN | 325 | $29K | 0.0% | N/A | 0.001% | |
2/13/2023 | Atria Wealth Solutions Inc. | 21,417 | $1.94M | 0.0% | -10.5% | 0.060% | |
2/13/2023 | JPMorgan Chase & Co. | 199,179 | $18.02M | 0.0% | -5.6% | 0.559% | |
2/13/2023 | M Holdings Securities Inc. | 93,674 | $8.48M | 0.9% | -4.0% | 0.263% | |
2/13/2023 | Destination Wealth Management | 73,126 | $6.62M | 0.3% | -1.8% | 0.205% | |
2/10/2023 | Bank of America Corp DE | 681,589 | $61.67M | 0.0% | +32.3% | 1.912% | |
2/10/2023 | Creative Planning | 12,328 | $1.12M | 0.0% | -13.3% | 0.035% | |
2/10/2023 | EQ LLC | 6,755 | $0.61M | 0.5% | +10.3% | 0.019% | |
2/10/2023 | Ameritas Advisory Services LLC | 66,059 | $5.98M | 0.3% | +0.2% | 0.185% | |
2/10/2023 | Sequoia Financial Advisors LLC | 15,034 | $1.36M | 0.0% | +139.1% | 0.042% | |
2/10/2023 | Rehmann Capital Advisory Group | 7,239 | $0.66M | 0.1% | -95.5% | 0.020% | |
2/10/2023 | Coastal Investment Advisors Inc. | 1,335 | $0.12M | 0.0% | +44.3% | 0.004% | |
2/10/2023 | Prudent Investors Network Inc. | 195,096 | $17.65M | 8.3% | +7.8% | 0.547% | |
2/10/2023 | Weik Capital Management | 27,916 | $2.53M | 1.2% | -13.1% | 0.078% | |
2/10/2023 | Advisor Group Holdings Inc. | 248,238 | $22.47M | 0.0% | -9.0% | 0.696% | |
2/10/2023 | PNC Financial Services Group Inc. | 50,782 | $4.60M | 0.0% | -13.9% | 0.142% | |
2/10/2023 | Sand Hill Global Advisors LLC | 21,893 | $1.98M | 0.1% | +88.8% | 0.061% | |
2/10/2023 | Ten Capital Wealth Advisors LLC | 1,516 | $0.14M | 0.1% | -9.8% | 0.004% | |
2/10/2023 | Hamilton Wealth LLC | 6,220 | $0.56M | 0.2% | -96.5% | 0.017% | |
2/10/2023 | KWB Wealth | 306,875 | $27.77M | 5.3% | N/A | 0.861% | |
2/9/2023 | Advisory Services & Investments LLC | 41,732 | $3.78M | 3.8% | +133.2% | 0.117% | |
2/9/2023 | Scotia Capital Inc. | 369,536 | $33.44M | 0.3% | -2.0% | 1.037% | |
2/9/2023 | Sowell Financial Services LLC | 79,321 | $7.20M | 0.5% | +98.8% | 0.222% | |
2/9/2023 | Abbot Financial Management Inc. | 3,831 | $0.35M | 0.2% | -19.9% | 0.011% | |
2/9/2023 | Citigroup Inc. | 13,671 | $1.24M | 0.0% | +1.8% | 0.038% | |
2/9/2023 | HighTower Advisors LLC | 191,397 | $17.32M | 0.0% | +1.2% | 0.537% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 805,445 | $72.88M | 0.4% | -4.6% | 2.259% | |
2/9/2023 | Gould Asset Management LLC CA | 52,184 | $4.72M | 1.4% | -29.5% | 0.146% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 334,700 | $30.28M | 0.1% | +0.3% | 0.939% | |
2/8/2023 | Sunbelt Securities Inc. | 2,862 | $0.26M | 0.1% | -13.7% | 0.008% | |
2/8/2023 | Raymond James & Associates | 144,709 | $13.09M | 0.0% | +36.7% | 0.406% | |
2/8/2023 | Belpointe Asset Management LLC | 17,914 | $1.62M | 0.1% | -7.7% | 0.050% | |
2/8/2023 | UBS Group AG | 331,778 | $30.02M | 0.0% | +15.2% | 0.931% | |
2/8/2023 | Capital Analysts LLC | 1,516 | $0.14M | 0.0% | -98.2% | 0.004% | |
2/8/2023 | Orion Portfolio Solutions LLC | 34,790 | $3.15M | 0.1% | +19.6% | 0.098% | |
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2/8/2023 | Prime Capital Investment Advisors LLC | 2,607 | $0.24M | 0.0% | N/A | 0.007% | |
2/8/2023 | Founders Financial Securities LLC | 50,394 | $4.56M | 0.7% | +42.8% | 0.141% | |
2/8/2023 | Oppenheimer & Co. Inc. | 5,673 | $0.51M | 0.0% | +128.8% | 0.016% | |
2/8/2023 | Lincoln National Corp | 4,229 | $0.38M | 0.0% | N/A | 0.012% | |
2/8/2023 | AMG National Trust Bank | 2,540 | $0.23M | 0.0% | -46.5% | 0.007% | |
2/8/2023 | Cardinal Point Wealth Management Partners LLC | 146,449 | $13.29M | 4.6% | +58.1% | 0.411% | |
2/8/2023 | Prestige Wealth Management Group LLC | 1,433 | $0.13M | 0.0% | -55.5% | 0.004% | |
2/7/2023 | Family Firm Inc. | 21,609 | $1.96M | 0.6% | +24.8% | 0.061% | |
2/7/2023 | Commonwealth Equity Services LLC | 174,725 | $15.81M | 0.0% | +20.6% | 0.490% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 2,901 | $0.26M | 0.0% | +18.8% | 0.008% | |