3/26/2024 | Fairman Group LLC | 493 | $38K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 608,907 | $46.90M | 0.0% | -0.4% | 0.125% | |
3/20/2024 | Family Wealth Partners LLC | 48,886 | $3.77M | 2.9% | N/A | 0.010% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 121,025 | $9.32M | 0.3% | -23.9% | 0.025% | |
3/11/2024 | Vanguard Group Inc. | 165,443 | $12.74M | 0.0% | +113.3% | 0.034% | |
3/11/2024 | Red Mountain Financial LLC | 42,455 | $3.27M | 5.1% | N/A | 0.009% | |
|
3/8/2024 | Trust Co. of Vermont | 11,798 | $0.91M | 0.1% | -50.5% | 0.002% | |
3/8/2024 | ICA Group Wealth Management LLC | 16,831 | $1.30M | 0.3% | -28.0% | 0.003% | |
3/6/2024 | SageView Advisory Group LLC | 177,025 | $13.63M | 0.5% | -2.6% | 0.036% | |
3/5/2024 | Fisher Asset Management LLC | 4,688 | $0.36M | 0.0% | -28.8% | 0.001% | |
3/4/2024 | Tucker Asset Management LLC | 792 | $61K | 0.0% | +831.8% | 0.000% | |
3/1/2024 | Transcendent Capital Group LLC | 10,680 | $0.82M | 0.5% | N/A | 0.002% | |
3/1/2024 | ARK & TLK Investments LLC | 7,319 | $0.56M | 0.2% | N/A | 0.001% | |
2/28/2024 | Forthright Family Wealth Advisory LLC | 4,491 | $0.35M | 0.3% | N/A | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 25,192 | $1.94M | 0.0% | +206.7% | 0.005% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 49,963 | $3.85M | 0.4% | +24.4% | 0.010% | |
2/26/2024 | Centaurus Financial Inc. | 10,070 | $0.78M | 0.1% | +2.6% | 0.002% | |
2/26/2024 | Integrated Advisors Network LLC | 42,760 | $3.29M | 0.2% | -10.1% | 0.009% | |
2/23/2024 | Chicago Partners Investment Group LLC | 25,558 | $1.96M | 0.1% | -6.2% | 0.005% | |
2/21/2024 | Wealth Forward LLC | 115,059 | $8.86M | 7.5% | N/A | 0.024% | |
2/21/2024 | Austin Wealth Management LLC | 10,250 | $0.78M | 0.2% | -52.7% | 0.002% | |
2/21/2024 | American Trust | 3,402 | $0.26M | 0.0% | +12.4% | 0.001% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 45,906 | $3.54M | 2.4% | N/A | 0.009% | |
2/16/2024 | Wesbanco Bank Inc. | 18,609 | $1.43M | 0.1% | +0.8% | 0.004% | |
2/16/2024 | SageView Advisory Group LLC | 177,025 | $13.63M | 0.5% | -2.6% | 0.036% | |
2/16/2024 | Secured Retirement Advisors LLC | 17,733 | $1.37M | 1.3% | N/A | 0.004% | |
2/16/2024 | Oarsman Capital Inc. | 3,863 | $0.30M | 0.1% | N/A | 0.001% | |
2/16/2024 | Harbour Investments Inc. | 34,748 | $2.68M | 0.1% | -1.5% | 0.007% | |
2/16/2024 | United Advisor Group LLC | 7,720 | $0.60M | 0.7% | N/A | 0.002% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 20,726,743 | $1.60B | 4.8% | +10.2% | 4.246% | |
2/15/2024 | Townsquare Capital LLC | 4,890 | $0.38M | 0.0% | +6.8% | 0.001% | |
2/15/2024 | Front Row Advisors LLC | 1,230 | $95K | 0.0% | -25.7% | 0.000% | |
2/15/2024 | Cape Cod Five Cents Savings Bank | 3,021 | $0.23M | 0.0% | -50.0% | 0.001% | |
2/15/2024 | Baker Avenue Asset Management LP | 53,836 | $4.15M | 0.2% | -48.1% | 0.011% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 49,743 | $3.83M | 0.1% | +2.0% | 0.010% | |
2/15/2024 | Atlas Capital Advisors LLC | 13,484 | $1.04M | 0.2% | -43.2% | 0.003% | |
2/15/2024 | Vanguard Group Inc. | 20,554 | $1.58M | 0.0% | -73.5% | 0.004% | |
2/15/2024 | Voya Investment Management LLC | 159,828 | $12.31M | 0.0% | -81.5% | 0.033% | |
2/15/2024 | Voya Financial Advisors Inc. | 279,203 | $21.49M | 2.6% | +4.2% | 0.057% | |
2/15/2024 | Websterrogers Financial Advisors LLC | 218,223 | $16.81M | 7.0% | +69.9% | 0.045% | |
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2/15/2024 | Modera Wealth Management LLC | 187,670 | $14.45M | 0.2% | -4.4% | 0.038% | |
2/15/2024 | Nwam LLC | 197,061 | $15.18M | 1.2% | +499.6% | 0.040% | |
2/15/2024 | Nuveen Asset Management LLC | 320,514 | $24.69M | 0.0% | N/A | 0.066% | |
2/15/2024 | Financial Planning & Information Services Inc. | 371,044 | $28.58M | 4.5% | -6.4% | 0.076% | |
2/15/2024 | Freedom Investment Management Inc. | 10,060 | $0.78M | 0.1% | -23.2% | 0.002% | |
2/15/2024 | Bluestem Financial Advisors LLC | 308,291 | $23.75M | 13.8% | -2.9% | 0.063% | |
2/15/2024 | Buckingham Strategic Partners LLC | 584,198 | $45M | 2.2% | -20.1% | 0.120% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 1,476,529 | $113.72M | 1.4% | -5.5% | 0.302% | |
2/15/2024 | Baird Financial Group Inc. | 332,380 | $25.60M | 0.1% | -22.1% | 0.068% | |
2/15/2024 | Biltmore Family Office LLC | 27,047 | $2.08M | 0.4% | +1.6% | 0.006% | |
2/15/2024 | Bragg Financial Advisors Inc | 28,886 | $2.23M | 0.1% | +6.9% | 0.006% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 58,472 | $4.50M | 3.3% | +11.2% | 0.012% | |
2/15/2024 | Comerica Bank | 734,744 | $56.59M | 0.3% | +6.5% | 0.151% | |
2/14/2024 | Royal Bank of Canada | 3,912,424 | $301.34M | 0.1% | -3.3% | 0.801% | |
2/14/2024 | Continuum Advisory LLC | 92,918 | $7.16M | 1.0% | -3.4% | 0.019% | |
2/14/2024 | Pathstone Holdings LLC | 37,623 | $2.90M | 0.0% | N/A | 0.008% | |
2/14/2024 | Kestra Advisory Services LLC | 128,850 | $9.92M | 0.1% | -73.7% | 0.026% | |
2/14/2024 | LM Advisors LLC | 62,050 | $4.78M | 0.9% | N/A | 0.013% | |
2/14/2024 | Creative Planning | 541,134 | $41.68M | 0.1% | +1.6% | 0.111% | |
2/14/2024 | Washington Trust Bank | 21,805 | $1.68M | 0.1% | +85.7% | 0.004% | |
2/14/2024 | Redwood Investment Management LLC | 12,080 | $0.93M | 0.1% | +5.2% | 0.002% | |
2/14/2024 | Jacobi Capital Management LLC | 6,772 | $0.52M | 0.1% | -9.0% | 0.001% | |
2/14/2024 | BOKF NA | 28,874 | $2.22M | 0.0% | -4.3% | 0.006% | |
2/14/2024 | Northwest Wealth Management LLC | 40,584 | $3.13M | 0.9% | -11.1% | 0.008% | |
2/14/2024 | Icon Wealth Advisors LLC | 3,915 | $0.30M | 0.0% | N/A | 0.001% | |
2/14/2024 | MGO One Seven LLC | 58,644 | $4.52M | 0.3% | -41.6% | 0.012% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 127,458 | $9.82M | 9.0% | N/A | 0.026% | |
2/14/2024 | Visionary Wealth Advisors | 6,464 | $0.50M | 0.0% | -12.8% | 0.001% | |
2/14/2024 | VitalStone Financial LLC | 3,609 | $0.28M | 0.2% | -6.0% | 0.001% | |
2/14/2024 | Cresset Asset Management LLC | 38,385 | $2.96M | 0.0% | -32.5% | 0.008% | |
2/14/2024 | Cabana LLC | 17,000 | $1.31M | 6.0% | N/A | 0.003% | |
2/14/2024 | Regal Investment Advisors LLC | 85,809 | $6.61M | 0.5% | -0.8% | 0.018% | |
2/14/2024 | Security National Bank | 3,602 | $0.28M | 0.1% | N/A | 0.001% | |
2/14/2024 | Westwood Holdings Group Inc. | 18,407 | $1.42M | 0.0% | +248.3% | 0.004% | |
2/14/2024 | Watchman Group Inc. | 350,960 | $27.03M | 8.9% | -3.4% | 0.072% | |
2/14/2024 | Waterloo Capital L.P. | 168,332 | $12.97M | 2.1% | -5.3% | 0.034% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 62,076 | $4.78M | 0.7% | -8.5% | 0.013% | |
2/14/2024 | Valley Financial Group Inc. | 24,106 | $1.86M | 1.5% | N/A | 0.005% | |
2/14/2024 | NCM Capital Management LLC | 2,918 | $0.23M | 0.1% | -9.3% | 0.001% | |
2/14/2024 | Waterford Advisors LLC | 132,672 | $10.22M | 4.8% | N/A | 0.027% | |
2/13/2024 | Lokken Investment Group LLC | 13,649 | $1.05M | 0.6% | +12.4% | 0.003% | |
2/13/2024 | Morningstar Investment Services LLC | 3,772,526 | $290.37M | 1.6% | +97.7% | 0.773% | |
2/13/2024 | Envestnet Asset Management Inc. | 46,474,582 | $3.58B | 1.5% | -10.0% | 9.520% | |
2/13/2024 | Karpus Management Inc. | 79,450 | $6.12M | 0.2% | -0.9% | 0.016% | |
2/13/2024 | Stephens Inc. AR | 30,886 | $2.38M | 0.0% | -3.9% | 0.006% | |
2/13/2024 | First National Bank of Omaha | 11,726 | $0.90M | 0.1% | -23.1% | 0.002% | |
2/13/2024 | Northern Trust Corp | 8,794,287 | $677.34M | 0.1% | +58.1% | 1.801% | |
2/13/2024 | Exencial Wealth Advisors LLC | 219,531 | $16.91M | 0.7% | +2,176.3% | 0.045% | |
2/13/2024 | Keeley Teton Advisors LLC | 3,200 | $0.25M | 0.0% | -78.7% | 0.001% | |
2/13/2024 | Vawter Financial Ltd. | 105,058 | $8.09M | 6.3% | +25.1% | 0.022% | |
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2/13/2024 | Cetera Advisor Networks LLC | 708,038 | $54.53M | 0.3% | -46.1% | 0.145% | |
2/13/2024 | Essential Planning LLC. | 66,376 | $5.11M | 2.6% | -6.5% | 0.014% | |
2/13/2024 | Per Stirling Capital Management LLC. | 40,301 | $3.10M | 0.6% | +0.5% | 0.008% | |
2/13/2024 | Oppenheimer & Co. Inc. | 99,647 | $7.68M | 0.1% | +3.7% | 0.020% | |
2/13/2024 | Lake Street Advisors Group LLC | 49,226 | $3.79M | 0.3% | -1.5% | 0.010% | |
2/13/2024 | Holderness Investments Co. | 3,785 | $0.29M | 0.1% | N/A | 0.001% | |
2/13/2024 | Goldman Sachs Group Inc. | 27,696,618 | $2.13B | 0.4% | +94.8% | 5.673% | |
2/13/2024 | CIBC Private Wealth Group LLC | 10,348 | $0.80M | 0.0% | +78.0% | 0.002% | |
2/13/2024 | Laurel Wealth Advisors LLC | 962 | $74K | 0.0% | -35.1% | 0.000% | |
2/13/2024 | Peapack Gladstone Financial Corp | 761,959 | $58.69M | 1.0% | +11.3% | 0.156% | |