3/1/2023 | Continuum Wealth Advisors LLC | 20,554 | $0.42M | 0.4% | N/A | 0.011% | |
2/28/2023 | American Institute for Advanced Investment Management LLP | 36,985 | $0.76M | 0.7% | -5.6% | 0.020% | |
2/27/2023 | Rebalance LLC | 301,724 | $6.18M | 0.6% | N/A | 0.159% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 4,956 | $0.10M | 0.0% | -11.2% | 0.003% | |
2/17/2023 | Truist Financial Corp | 21,814 | $0.45M | 0.0% | N/A | 0.012% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 3,871 | $79K | 0.0% | N/A | 0.002% | |
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2/17/2023 | St. Louis Financial Planners Asset Management LLC | 105,777 | $2.17M | 2.1% | N/A | 0.056% | |
2/16/2023 | Axxcess Wealth Management LLC | 20,860 | $0.43M | 0.0% | -2.8% | 0.011% | |
2/16/2023 | Certified Advisory Corp | 214,633 | $4.40M | 0.9% | -19.8% | 0.114% | |
2/16/2023 | CreativeOne Wealth LLC | 124,493 | $2.55M | 0.1% | +9.8% | 0.066% | |
2/16/2023 | RFG Advisory LLC | 27,022 | $0.56M | 0.0% | +11.2% | 0.014% | |
2/16/2023 | United Capital Financial Advisers LLC | 10,239 | $0.21M | 0.0% | -12.6% | 0.005% | |
2/16/2023 | Harbour Investments Inc. | 14,919 | $0.31M | 0.0% | +50.8% | 0.008% | |
2/16/2023 | IMA Wealth Inc. | 916,157 | $18.77M | 5.0% | +1.9% | 0.487% | |
2/16/2023 | Silverlake Wealth Management LLC | 65,175 | $1.34M | 0.8% | N/A | 0.035% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 601,648 | $12.33M | 0.2% | +17.0% | 0.320% | |
2/15/2023 | Goepper Burkhardt LLC | 260,625 | $5.34M | 3.7% | -7.4% | 0.139% | |
2/15/2023 | Captrust Financial Advisors | 81,957 | $1.68M | 0.0% | -15.8% | 0.044% | |
2/15/2023 | Jane Street Group LLC | 536,408 | $10.99M | 0.0% | -30.3% | 0.285% | |
2/15/2023 | Oakhurst Advisors LLC | 406,209 | $8.32M | 39.1% | +0.3% | 0.216% | |
2/15/2023 | Cerity Partners LLC | 23,792 | $0.49M | 0.0% | +94.8% | 0.013% | |
2/15/2023 | Stonebridge Capital Advisors LLC | 624,053 | $12.78M | 1.5% | +7.0% | 0.332% | |
2/15/2023 | Linscomb & Williams Inc. | 16,371 | $0.34M | 0.0% | -17.4% | 0.009% | |
2/15/2023 | Lokken Investment Group LLC | 191,575 | $3.92M | 3.1% | +3.4% | 0.102% | |
2/15/2023 | Morgan Stanley | 5,564,795 | $114M | 0.0% | +14.4% | 2.958% | |
2/15/2023 | Mariner LLC | 626,645 | $12.84M | 0.0% | +220.8% | 0.333% | |
2/15/2023 | Eqis Capital Management Inc. | 28,703 | $0.59M | 0.1% | +8.3% | 0.015% | |
2/15/2023 | Equitable Holdings Inc. | 105,818 | $2.17M | 0.0% | +83.0% | 0.056% | |
2/15/2023 | Flaharty Asset Management LLC | 83,492 | $1.71M | 0.3% | +13.2% | 0.044% | |
2/15/2023 | Benedict Financial Advisors Inc. | 42,319 | $0.87M | 0.3% | -44.3% | 0.022% | |
2/15/2023 | Axxcess Wealth Management LLC | 20,860 | $0.43M | 0.0% | -2.8% | 0.011% | |
2/14/2023 | Cetera Advisor Networks LLC | 120,069 | $2.46M | 0.0% | +11.3% | 0.064% | |
2/14/2023 | Redwood Financial Network Corp | 112,794 | $2.31M | 2.6% | +1.5% | 0.060% | |
2/14/2023 | Cetera Advisors LLC | 65,039 | $1.33M | 0.0% | +28.3% | 0.035% | |
2/14/2023 | IRON Financial LLC | 234,483 | $4.80M | 2.8% | -6.3% | 0.125% | |
2/14/2023 | Tyler Stone Wealth Management | 11,400 | $0.23M | 0.2% | N/A | 0.006% | |
2/14/2023 | Cary Street Partners Asset Management LLC | 3,842 | $79K | 0.0% | N/A | 0.002% | |
2/14/2023 | Masso Torrence Wealth Management Inc. | 61,687 | $1.26M | 1.0% | +245.2% | 0.033% | |
2/14/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 303,642 | $6.22M | 0.5% | +6.9% | 0.161% | |
2/13/2023 | Pathstone Family Office LLC | 128,901 | $76K | 0.0% | N/A | 0.069% | |
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2/13/2023 | Brown Advisory Inc. | 40,212 | $0.82M | 0.0% | N/A | 0.021% | |
2/13/2023 | GeoWealth Management LLC | 166,945 | $3.42M | 0.4% | -1.4% | 0.089% | |
2/13/2023 | Roundview Capital LLC | 50,199 | $1.03M | 0.1% | N/A | 0.027% | |
2/13/2023 | Harfst & Associates Inc. | 19,175 | $0.39M | 0.1% | +26.4% | 0.010% | |
2/13/2023 | 1834 Investment Advisors Co. | 349,584 | $7.16M | 1.0% | -36.2% | 0.186% | |
2/13/2023 | Integrated Wealth Concepts LLC | 678,839 | $13.91M | 0.4% | -18.6% | 0.361% | |
2/13/2023 | Tcwp LLC | 537,152 | $11M | 2.2% | +2,234.6% | 0.286% | |
2/13/2023 | Wells Fargo & Company MN | 8,342,812 | $170.90M | 0.1% | +41.1% | 4.435% | |
2/13/2023 | O ROURKE & COMPANY Inc | 13,245 | $0.27M | 0.2% | N/A | 0.007% | |
2/13/2023 | Heritage Wealth Management LLC | 4,360 | $89K | 0.0% | +100.0% | 0.002% | |
2/13/2023 | Renaissance Technologies LLC | 238,998 | $4.90M | 0.0% | N/A | 0.127% | |
2/13/2023 | Atria Wealth Solutions Inc. | 463,339 | $9.49M | 0.2% | +20.2% | 0.246% | |
2/13/2023 | JPMorgan Chase & Co. | 134,011 | $2.75M | 0.0% | +14.2% | 0.071% | |
2/13/2023 | Wintrust Investments LLC | 13,391 | $0.27M | 0.0% | +15.0% | 0.007% | |
2/10/2023 | Good Life Advisors LLC | 308,993 | $6.33M | 0.9% | +3.3% | 0.164% | |
2/10/2023 | Bank of America Corp DE | 4,136,176 | $84.73M | 0.0% | +16.6% | 2.199% | |
2/10/2023 | Creative Planning | 42,151 | $0.86M | 0.0% | +14.0% | 0.022% | |
2/10/2023 | Assetmark Inc. | 51,575 | $1.06M | 0.0% | -6.1% | 0.027% | |
2/10/2023 | TCG Advisory Services LLC | 245,484 | $5.03M | 1.1% | +21.1% | 0.131% | |
2/10/2023 | Advisor Group Holdings Inc. | 2,130,936 | $43.65M | 0.1% | +320.0% | 1.133% | |
2/10/2023 | ProVise Management Group LLC | 214,941 | $4.40M | 0.4% | -0.8% | 0.114% | |
2/10/2023 | Wealthsource Partners LLC | 303,765 | $6.22M | 0.4% | +6.6% | 0.161% | |
2/10/2023 | Blue Barn Wealth LLC | 77,505 | $1.59M | 1.0% | -7.3% | 0.041% | |
2/10/2023 | Nottingham Advisors Inc. | 659,874 | $13.52M | 1.8% | -0.7% | 0.351% | |
2/10/2023 | SFE Investment Counsel | 126,153 | $2.60M | 0.8% | -28.1% | 0.067% | |
2/10/2023 | Mirador Capital Partners LP | 450,084 | $9.22M | 2.2% | +7.6% | 0.239% | |
2/9/2023 | Sawgrass Asset Management LLC | 84,064 | $1.72M | 0.2% | -11.7% | 0.045% | |
2/9/2023 | Financial Advisory Group | 106,881 | $2.19M | 0.5% | -2.0% | 0.057% | |
2/9/2023 | OLD Second National Bank of Aurora | 549,593 | $11.26M | 3.3% | +338.7% | 0.292% | |
2/9/2023 | Financial Futures Ltd Liability Co. | 104,986 | $2.15M | 1.9% | -1.9% | 0.056% | |
2/9/2023 | True Link Financial Advisors LLC | 1,073,644 | $21.99M | 3.0% | +3.7% | 0.571% | |
2/9/2023 | Trilogy Capital Inc. | 256,412 | $5.25M | 0.4% | +7.3% | 0.136% | |
2/9/2023 | Virginia National Bank | 73,895 | $1.51M | 5.6% | +12.8% | 0.039% | |
2/9/2023 | Motley Fool Wealth Management LLC | 1,650,167 | $33.80M | 2.3% | -5.5% | 0.877% | |
2/9/2023 | Atlantic Union Bankshares Corp | 186,331 | $3.82M | 0.4% | +431.7% | 0.099% | |
2/9/2023 | HighTower Advisors LLC | 246,227 | $5.05M | 0.0% | -2.0% | 0.131% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 2,024,346 | $41.47M | 0.1% | +1.2% | 1.076% | |
2/8/2023 | Gryphon Financial Partners LLC | 424,937 | $8.71M | 2.1% | +6.0% | 0.226% | |
2/8/2023 | Raymond James & Associates | 1,085,686 | $22.24M | 0.0% | +13.1% | 0.577% | |
2/8/2023 | UBS Group AG | 2,793,854 | $57.25M | 0.0% | +5.0% | 1.485% | |
2/8/2023 | Capital Analysts LLC | 51,280 | $1.05M | 0.1% | N/A | 0.027% | |
2/8/2023 | Prospera Financial Services Inc | 61,697 | $1.26M | 0.1% | -8.9% | 0.033% | |
2/8/2023 | Retirement Income Solutions Inc | 31,175 | $0.64M | 0.2% | -25.0% | 0.017% | |
2/8/2023 | Manchester Financial Inc. | 753,742 | $15.44M | 4.2% | -0.3% | 0.401% | |
2/8/2023 | Founders Financial Securities LLC | 27,363 | $0.56M | 0.1% | +47.2% | 0.015% | |
2/8/2023 | Thrivent Financial for Lutherans | 154,797 | $3.17M | 0.0% | +15.8% | 0.082% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 467,157 | $9.57M | 0.0% | +55.6% | 0.248% | |
2/8/2023 | AlphaStar Capital Management LLC | 65,537 | $1.34M | 0.1% | +5.9% | 0.035% | |
2/8/2023 | River Street Advisors LLC | 178,405 | $3.66M | 3.9% | N/A | 0.095% | |
2/8/2023 | 4Thought Financial Group Inc. | 126,013 | $2.58M | 2.3% | -1.9% | 0.067% | |
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2/8/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 103,270 | $2.12M | 0.1% | -4.2% | 0.055% | |
2/8/2023 | Lincoln National Corp | 31,382 | $0.64M | 0.0% | +24.5% | 0.017% | |
2/7/2023 | Nations Financial Group Inc. IA ADV | 18,986 | $0.39M | 0.0% | +7.1% | 0.010% | |
2/7/2023 | Addison Advisors LLC | 148,208 | $3.04M | 1.8% | -9.4% | 0.079% | |
2/7/2023 | Oder Investment Management LLC | 116,674 | $2.39M | 3.0% | +4.1% | 0.062% | |
2/7/2023 | Northcape Wealth Management LLC | 413,004 | $8.46M | 4.7% | -17.5% | 0.220% | |
2/7/2023 | Waycross Investment Management Co | 784,222 | $16.07M | 16.2% | N/A | 0.417% | |
2/7/2023 | Commonwealth Equity Services LLC | 784,815 | $16.08M | 0.0% | +1.5% | 0.417% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 47,212 | $0.97M | 0.0% | +40.0% | 0.025% | |
2/7/2023 | Raleigh Capital Management Inc. | 20,129 | $0.41M | 0.2% | -14.1% | 0.011% | |