2/16/2023 | Certified Advisory Corp | 12,552 | $0.24M | 0.0% | -51.5% | 0.033% | |
2/16/2023 | Harbour Investments Inc. | 6,651 | $0.13M | 0.0% | +84.5% | 0.017% | |
2/16/2023 | Silverlake Wealth Management LLC | 23,893 | $0.45M | 0.3% | N/A | 0.063% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 26,156 | $0.50M | 0.0% | +275.5% | 0.069% | |
2/15/2023 | CI Private Wealth LLC | 12,661 | $0.24M | 0.0% | N/A | 0.033% | |
2/15/2023 | Goepper Burkhardt LLC | 132,350 | $2.51M | 1.8% | +176.0% | 0.347% | |
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2/15/2023 | Captrust Financial Advisors | 18,657 | $0.35M | 0.0% | N/A | 0.049% | |
2/15/2023 | IHT Wealth Management LLC | 84,553 | $1.61M | 0.1% | -17.7% | 0.222% | |
2/15/2023 | Jane Street Group LLC | 374,516 | $7.11M | 0.0% | +1,500.6% | 0.983% | |
2/15/2023 | Stonebridge Capital Advisors LLC | 22,843 | $0.43M | 0.1% | +694.5% | 0.060% | |
2/15/2023 | Morgan Stanley | 2,569,262 | $48.80M | 0.0% | +31.7% | 6.743% | |
2/15/2023 | Flaharty Asset Management LLC | 42,869 | $0.81M | 0.2% | +277.1% | 0.113% | |
2/14/2023 | Cetera Advisors LLC | 14,669 | $0.28M | 0.0% | +13.4% | 0.039% | |
2/14/2023 | Masso Torrence Wealth Management Inc. | 27,373 | $0.52M | 0.4% | N/A | 0.072% | |
2/13/2023 | Roundview Capital LLC | 69,177 | $1.31M | 0.1% | N/A | 0.182% | |
2/13/2023 | Kingsview Wealth Management LLC | 15,147 | $0.29M | 0.0% | +39.2% | 0.040% | |
2/13/2023 | 1834 Investment Advisors Co. | 23,806 | $0.45M | 0.1% | -12.8% | 0.062% | |
2/13/2023 | Integrated Wealth Concepts LLC | 128,991 | $2.45M | 0.1% | N/A | 0.339% | |
2/13/2023 | Wells Fargo & Company MN | 1,456,096 | $27.66M | 0.0% | +297.6% | 3.822% | |
2/13/2023 | Atria Wealth Solutions Inc. | 12,438 | $0.24M | 0.0% | N/A | 0.033% | |
2/10/2023 | Bank of America Corp DE | 588,632 | $11.18M | 0.0% | +49.5% | 1.545% | |
2/10/2023 | Creative Planning | 23,721 | $0.45M | 0.0% | N/A | 0.062% | |
2/10/2023 | First Horizon Advisors Inc. | 6,140 | $0.12M | 0.0% | -19.2% | 0.016% | |
2/10/2023 | Tlwm | 306,618 | $5.82M | 2.1% | -5.6% | 0.805% | |
2/10/2023 | TCG Advisory Services LLC | 244,983 | $4.65M | 1.0% | +26.1% | 0.643% | |
2/10/2023 | Advisor Group Holdings Inc. | 126,641 | $2.41M | 0.0% | +37.0% | 0.332% | |
2/10/2023 | ProVise Management Group LLC | 36,905 | $0.70M | 0.1% | N/A | 0.097% | |
2/10/2023 | Blue Barn Wealth LLC | 32,191 | $0.61M | 0.4% | N/A | 0.084% | |
2/10/2023 | Nottingham Advisors Inc. | 56,072 | $1.07M | 0.1% | N/A | 0.147% | |
2/10/2023 | SFE Investment Counsel | 58,296 | $1.14M | 0.4% | N/A | 0.153% | |
2/9/2023 | Sawgrass Asset Management LLC | 60,370 | $1.15M | 0.2% | +112.6% | 0.158% | |
2/9/2023 | Unionview LLC | 19,633 | $0.37M | 0.4% | N/A | 0.052% | |
2/9/2023 | Financial Advisory Group | 92,079 | $1.75M | 0.4% | -1.0% | 0.242% | |
2/9/2023 | Virginia National Bank | 35,363 | $0.67M | 2.5% | -19.5% | 0.093% | |
2/9/2023 | Motley Fool Wealth Management LLC | 1,164,427 | $22.12M | 1.5% | -5.5% | 3.056% | |
2/9/2023 | Atlantic Union Bankshares Corp | 162,762 | $3.09M | 0.3% | N/A | 0.427% | |
2/9/2023 | HighTower Advisors LLC | 896,588 | $17.01M | 0.0% | +441.6% | 2.353% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 586,018 | $11.13M | 0.0% | -12.5% | 1.538% | |
2/8/2023 | Raymond James & Associates | 391,753 | $7.44M | 0.0% | +49.7% | 1.028% | |
2/8/2023 | UBS Group AG | 1,130,150 | $21.47M | 0.0% | +157.4% | 2.966% | |
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2/8/2023 | Capital Analysts LLC | 3,733 | $71K | 0.0% | N/A | 0.010% | |
2/8/2023 | Prospera Financial Services Inc | 54,813 | $1.04M | 0.1% | N/A | 0.144% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 28,015 | $0.53M | 0.0% | +28.4% | 0.074% | |
2/8/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 99,224 | $1.89M | 0.1% | +31.6% | 0.260% | |
2/8/2023 | Lincoln National Corp | 32,705 | $0.62M | 0.0% | +4.4% | 0.086% | |
2/7/2023 | Addison Advisors LLC | 32,624 | $0.62M | 0.4% | +2,126.9% | 0.086% | |
2/7/2023 | Oder Investment Management LLC | 32,729 | $0.62M | 0.8% | N/A | 0.086% | |
2/7/2023 | Northcape Wealth Management LLC | 18,327 | $0.35M | 0.2% | -24.7% | 0.048% | |
2/7/2023 | Commonwealth Equity Services LLC | 26,487 | $0.50M | 0.0% | +98.5% | 0.070% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 5,649 | $0.11M | 0.0% | +11.3% | 0.015% | |
2/7/2023 | GS Investments Inc. | 9,775 | $0.19M | 0.1% | -10.5% | 0.026% | |
2/7/2023 | Vaughan David Investments LLC IL | 31,580 | $0.60M | 0.0% | N/A | 0.083% | |
2/7/2023 | Laurel Wealth Advisors LLC | 95,848 | $1.82M | 0.4% | +7.3% | 0.252% | |
2/7/2023 | LPL Financial LLC | 839,839 | $15.95M | 0.0% | +148.9% | 2.204% | |
2/7/2023 | IFP Advisors Inc | 2,612 | $50K | 0.0% | +154.3% | 0.007% | |
2/7/2023 | Envestnet Asset Management Inc. | 53,494 | $1.02M | 0.0% | N/A | 0.140% | |
2/6/2023 | Glass Jacobson Investment Advisors llc | 3,514 | $67K | 0.0% | N/A | 0.009% | |
2/6/2023 | HM Payson & Co. | 1,305 | $25K | 0.0% | N/A | 0.003% | |
2/3/2023 | D.A. Davidson & CO. | 11,454 | $0.22M | 0.0% | -7.4% | 0.030% | |
2/3/2023 | Larson Financial Group LLC | 4,781 | $91K | 0.0% | N/A | 0.013% | |
2/3/2023 | Capital Investment Advisory Services LLC | 1,775 | $34K | 0.0% | -50.3% | 0.005% | |
2/2/2023 | W.H. Cornerstone Investments Inc. | 13,158 | $0.26M | 0.2% | N/A | 0.035% | |
2/1/2023 | Gladstone Institutional Advisory LLC | 91,738 | $1.74M | 0.1% | -13.2% | 0.241% | |
2/1/2023 | CWM LLC | 17,998 | $0.34M | 0.0% | +943.4% | 0.047% | |
2/1/2023 | Janney Montgomery Scott LLC | 753,845 | $14.32M | 0.1% | -9.3% | 1.979% | |
2/1/2023 | Exchange Capital Management Inc. | 68,708 | $1.31M | 0.3% | +4.1% | 0.180% | |
1/31/2023 | Kestra Advisory Services LLC | 209,815 | $3.99M | 0.0% | +144.0% | 0.551% | |
1/31/2023 | Kessler Investment Group LLC | 72,991 | $1.39M | 1.5% | -39.3% | 0.192% | |
1/31/2023 | Cookson Peirce & Co. Inc. | 453,516 | $8.62M | 0.6% | +5.4% | 1.190% | |
1/31/2023 | Geneos Wealth Management Inc. | 34,000 | $0.65M | 0.0% | +27.9% | 0.089% | |
1/30/2023 | Oliver Luxxe Assets LLC | 126,266 | $2.40M | 0.7% | +4.0% | 0.331% | |
1/30/2023 | Comprehensive Financial Consultants Institutional Inc. | 32,484 | $0.63M | 0.4% | +16.7% | 0.085% | |
1/30/2023 | Marietta Wealth Management LLC | 259,188 | $4.92M | 1.1% | -38.6% | 0.680% | |
1/27/2023 | Kohmann Bosshard Financial Services LLC | 18,556 | $0.35M | 0.1% | N/A | 0.049% | |
1/26/2023 | Legacy Financial Group LLC | 329,845 | $6.27M | 1.9% | +941.1% | 0.869% | |
1/26/2023 | Vigilant Capital Management LLC | 9,397 | $0.18M | 0.0% | +9.8% | 0.025% | |
1/25/2023 | MGO One Seven LLC | 20,266 | $0.39M | 0.0% | N/A | 0.053% | |
1/25/2023 | Beaumont Financial Advisors LLC | 89,255 | $1.70M | 0.2% | N/A | 0.235% | |
1/24/2023 | Eastern Bank | 1,357,096 | $25.78M | 1.4% | -2.6% | 3.633% | |
1/24/2023 | Carnegie Capital Asset Management LLC | 271,359 | $5.15M | 0.2% | +20.0% | 0.727% | |
1/23/2023 | Sargent Bickham Lagudis LLC | 344,985 | $6.55M | 0.5% | -4.1% | 0.924% | |
1/20/2023 | Secure Asset Management LLC | 119,868 | $2.28M | 0.8% | N/A | 0.321% | |
1/20/2023 | Apeiron RIA LLC | 43,614 | $0.83M | 0.3% | N/A | 0.117% | |
1/20/2023 | Straight Path Wealth Management | 38,419 | $0.73M | 0.7% | +47.0% | 0.103% | |
1/20/2023 | Transcend Capital Advisors LLC | 12,883 | $0.25M | 0.0% | N/A | 0.034% | |
1/20/2023 | Kirr Marbach & Co. LLC IN | 183,480 | $3.49M | 1.1% | -42.2% | 0.491% | |
1/20/2023 | Western Financial Corp CA | 31,217 | $0.59M | 0.4% | N/A | 0.084% | |
1/20/2023 | S.C. Financial Services Inc. | 11,215 | $0.21M | 0.3% | N/A | 0.030% | |
1/19/2023 | Asset Dedication LLC | 496,842 | $9.44M | 1.0% | +23.6% | 1.330% | |
1/18/2023 | Private Advisor Group LLC | 86,084 | $1.64M | 0.0% | N/A | 0.234% | |
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1/18/2023 | New Potomac Partners LLC | 73,555 | $1.40M | 1.0% | +42.1% | 0.200% | |
1/18/2023 | Webster Bank N. A. | 6,538 | $0.12M | 0.0% | N/A | 0.018% | |
1/17/2023 | Novare Capital Management LLC | 243,882 | $4.63M | 0.5% | -44.9% | 0.664% | |
1/17/2023 | Armstrong Advisory Group Inc. | 2,239 | $43K | 0.0% | N/A | 0.006% | |
1/13/2023 | Segment Wealth Management LLC | 66,265 | $1.26M | 0.1% | +107.3% | 0.180% | |
1/13/2023 | RVW Wealth LLC | 11,773 | $0.22M | 0.0% | -55.7% | 0.032% | |
1/12/2023 | Heartwood Wealth Advisors LLC | 169,474 | $3.22M | 0.5% | -2.7% | 0.461% | |
1/12/2023 | YHB Investment Advisors Inc. | 11,240 | $0.21M | 0.0% | +6.4% | 0.031% | |
1/11/2023 | Matthew Goff Investment Advisor LLC | 131,877 | $2.51M | 0.7% | N/A | 0.359% | |
1/10/2023 | Butensky & Cohen Financial Security Inc. | 50,673 | $0.96M | 0.4% | +3.5% | 0.139% | |