8/30/2023 | Western Wealth Management LLC | 19,070 | $0.50M | 0.0% | +5.5% | 0.031% | |
8/21/2023 | Osaic Holdings Inc. | 156,726 | $4.09M | 0.0% | +8.8% | 0.258% | |
8/16/2023 | Wambolt & Associates LLC | 62,775 | $1.64M | 0.3% | -5.7% | 0.103% | |
8/15/2023 | Equitable Holdings Inc. | 18,986 | $0.50M | 0.0% | -84.5% | 0.031% | |
8/15/2023 | Wells Fargo & Company MN | 283,677 | $7.41M | 0.0% | +16.0% | 0.467% | |
8/15/2023 | Integrated Wealth Concepts LLC | 9,599 | $0.25M | 0.0% | N/A | 0.016% | |
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8/15/2023 | Colony Group LLC | 165,790 | $4.33M | 0.1% | -1.8% | 0.273% | |
8/15/2023 | Goldman Sachs Group Inc. | 15,454 | $0.40M | 0.0% | -74.3% | 0.025% | |
8/15/2023 | Captrust Financial Advisors | 180,362 | $4.71M | 0.0% | +125.1% | 0.297% | |
8/15/2023 | Royal Bank of Canada | 27,042 | $0.71M | 0.0% | -95.7% | 0.045% | |
8/15/2023 | Hantz Financial Services Inc. | 251,193 | $6.56M | 2.1% | +2.3% | 0.414% | |
8/15/2023 | Citadel Advisors LLC | 11,055 | $0.29M | 0.0% | -94.6% | 0.018% | |
8/14/2023 | United Capital Financial Advisers LLC | 158,180 | $4.13M | 0.0% | +0.8% | 0.261% | |
8/14/2023 | MML Investors Services LLC | 20,968 | $0.55M | 0.0% | +4.8% | 0.035% | |
8/11/2023 | Tiemann Investment Advisors LLC | 131,397 | $3.43M | 1.7% | -0.8% | 0.216% | |
8/11/2023 | Renaissance Technologies LLC | 50,100 | $1.31M | 0.0% | -43.2% | 0.083% | |
8/11/2023 | Baird Financial Group Inc. | 332,762 | $8.70M | 0.0% | +3.5% | 0.548% | |
8/11/2023 | Kestra Advisory Services LLC | 64,412 | $1.68M | 0.0% | -46.1% | 0.106% | |
8/11/2023 | Masso Torrence Wealth Management Inc. | 39,986 | $1.05M | 0.8% | +24.8% | 0.066% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 70,354 | $1.84M | 0.0% | -6.2% | 0.116% | |
8/11/2023 | JPMorgan Chase & Co. | 1,227 | $32K | 0.0% | +957.8% | 0.002% | |
8/11/2023 | PNC Financial Services Group Inc. | 3,183,706 | $83.19M | 0.1% | -0.3% | 5.245% | |
8/10/2023 | Osaic Holdings Inc. | 156,726 | $4.09M | 0.0% | +8.8% | 0.258% | |
8/10/2023 | IAG Wealth Partners LLC | 323,831 | $8.46M | 2.2% | +0.9% | 0.533% | |
8/10/2023 | WFA of San Diego LLC | 23,797 | $0.62M | 0.6% | N/A | 0.039% | |
8/10/2023 | First Commonwealth Financial Corp PA | 15,069 | $0.39M | 0.1% | -12.5% | 0.025% | |
8/10/2023 | Commonwealth Equity Services LLC | 199,054 | $5.20M | 0.0% | -0.8% | 0.328% | |
8/10/2023 | Private Advisor Group LLC | 287,753 | $7.52M | 0.1% | +67.2% | 0.474% | |
8/10/2023 | Cetera Investment Advisers | 26,746 | $0.70M | 0.0% | -3.9% | 0.044% | |
8/9/2023 | Meridian Investment Counsel Inc. | 73,224 | $1.91M | 0.7% | +15.8% | 0.121% | |
8/8/2023 | Geneos Wealth Management Inc. | 3,124 | $82K | 0.0% | -23.1% | 0.005% | |
8/8/2023 | Synovus Financial Corp | 1,841,468 | $48.12M | 0.5% | -1.9% | 3.034% | |
8/8/2023 | Glassman Wealth Services | 10,861 | $0.28M | 0.0% | -17.3% | 0.018% | |
8/8/2023 | Sequoia Financial Advisors LLC | 711,844 | $18.60M | 0.3% | -4.9% | 1.173% | |
8/8/2023 | FORVIS Wealth Advisors LLC | 814,996 | $21.30M | 0.6% | -2.0% | 1.343% | |
8/8/2023 | Mitchell Capital Management Co. | 62,698 | $1.64M | 0.4% | -7.5% | 0.103% | |
8/8/2023 | GSB Wealth Management LLC | 15,126 | $0.40M | 0.1% | -33.8% | 0.025% | |
8/4/2023 | HBK Sorce Advisory LLC | 43,277 | $1.13M | 0.0% | -46.3% | 0.073% | |
8/4/2023 | Envestnet Asset Management Inc. | 447,075 | $11.68M | 0.0% | +4.5% | 0.759% | |
8/4/2023 | Savant Capital LLC | 147,035 | $3.84M | 0.1% | N/A | 0.250% | |
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8/4/2023 | Iowa State Bank | 48,369 | $1.26M | 0.3% | -12.8% | 0.082% | |
8/4/2023 | Adviser Investments LLC | 9,375 | $0.25M | 0.0% | N/A | 0.016% | |
8/3/2023 | Tobias Financial Advisors Inc. | 210,619 | $5.50M | 1.5% | -1.2% | 0.358% | |
8/3/2023 | Bank of New York Mellon Corp | 49,694 | $1.30M | 0.0% | -14.1% | 0.084% | |
8/3/2023 | Valmark Advisers Inc. | 144,007 | $3.76M | 0.1% | -1.6% | 0.244% | |
8/3/2023 | Wambolt & Associates LLC | 62,775 | $1.64M | 0.6% | -5.7% | 0.107% | |
8/2/2023 | Newman Dignan & Sheerar Inc. | 31,596 | $0.83M | 0.3% | -10.1% | 0.054% | |
8/2/2023 | Executive Wealth Management LLC | 8,416 | $0.22M | 0.0% | -17.3% | 0.014% | |
8/2/2023 | Bank of Montreal Can | 282,809 | $7.52M | 0.0% | N/A | 0.480% | |
8/1/2023 | PRW Wealth Management LLC | 13,792 | $0.37M | 0.1% | -26.6% | 0.023% | |
8/1/2023 | Truist Financial Corp | 753,444 | $19.69M | 0.0% | +2.0% | 1.279% | |
8/1/2023 | Merit Financial Group LLC | 255,444 | $6.68M | 0.2% | -0.5% | 0.434% | |
8/1/2023 | Cobblestone Capital Advisors LLC NY | 548,874 | $14.34M | 1.0% | -5.2% | 0.932% | |
8/1/2023 | Money Concepts Capital Corp | 239,614 | $6.26M | 0.6% | +1,417.0% | 0.407% | |
7/31/2023 | LPL Financial LLC | 1,222,454 | $31.94M | 0.0% | +54.9% | 2.075% | |
7/31/2023 | Mutual Advisors LLC | 37,040 | $0.97M | 0.0% | -11.2% | 0.063% | |
7/28/2023 | First Republic Investment Management Inc. | 149,400 | $3.90M | 0.0% | -0.6% | 0.254% | |
7/28/2023 | First Personal Financial Services | 199,701 | $5.22M | 1.3% | -1.4% | 0.339% | |
7/28/2023 | Mach 1 Financial Group LLC | 237,107 | $6.20M | 1.8% | +75.6% | 0.403% | |
7/27/2023 | Lodestar Private Asset Management LLC | 775,183 | $20.26M | 3.4% | -4.6% | 1.316% | |
7/27/2023 | Compass Wealth Management LLC | 2,407 | $63K | 0.0% | -92.8% | 0.004% | |
7/27/2023 | Financial Counselors Inc. | 82,001 | $2.14M | 0.0% | +0.5% | 0.139% | |
7/27/2023 | BIP Wealth LLC | 7,773 | $0.20M | 0.0% | N/A | 0.013% | |
7/27/2023 | Opal Wealth Advisors LLC | 73,951 | $1.93M | 1.0% | +5.6% | 0.126% | |
7/26/2023 | CENTRAL TRUST Co | 11,770 | $0.31M | 0.0% | N/A | 0.020% | |
7/26/2023 | Simplicity Solutions LLC | 17,562 | $0.46M | 0.0% | +110.0% | 0.030% | |
7/26/2023 | Simplicity Wealth LLC | 9,201 | $0.24M | 0.1% | N/A | 0.016% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 147,766 | $3.86M | 0.0% | -3.6% | 0.251% | |
7/25/2023 | Raymond James & Associates | 13,083 | $0.34M | 0.0% | N/A | 0.022% | |
7/25/2023 | Montecito Bank & Trust | 184,165 | $4.81M | 1.1% | -1.2% | 0.313% | |
7/21/2023 | Wealth Enhancement Advisory Services LLC | 12,142 | $0.32M | 0.0% | +9.8% | 0.021% | |
7/21/2023 | Creative Planning | 8,753 | $0.23M | 0.0% | -13.6% | 0.015% | |
7/21/2023 | Financial Consulate Inc. | 922,268 | $24.10M | 10.2% | +13.0% | 1.566% | |
7/20/2023 | Bailard Inc. | 27,601 | $0.72M | 0.0% | -1.7% | 0.047% | |
7/20/2023 | Courage Miller Partners LLC | 178,878 | $4.67M | 1.9% | -2.0% | 0.304% | |
7/19/2023 | Stegner Investment Associates Inc. | 13,047 | $0.34M | 0.3% | +12.0% | 0.022% | |
7/18/2023 | Hengehold Capital Management LLC | 1,565,484 | $40.91M | 5.4% | +0.1% | 2.658% | |
7/18/2023 | StrategIQ Financial Group LLC | 34,376 | $0.90M | 0.1% | -4.1% | 0.058% | |
7/18/2023 | Avantax Planning Partners Inc. | 1,515,855 | $39.61M | 1.6% | -1.5% | 2.574% | |
7/14/2023 | Cliftonlarsonallen Wealth Advisors LLC | 1,046,913 | $27.36M | 0.8% | -0.2% | 1.777% | |
7/14/2023 | Cornerstone Wealth Management LLC | 11,528 | $0.30M | 0.0% | +9.1% | 0.020% | |
7/12/2023 | Wealth CMT | 1,133,849 | $29.63M | 44.8% | N/A | 1.925% | |
7/12/2023 | Ledge Wealth Management Inc. | 93,333 | $2.44M | 1.2% | -7.9% | 0.158% | |
7/11/2023 | Capital Investment Advisors LLC | 157,393 | $4.11M | 0.1% | -1.5% | 0.267% | |
7/11/2023 | Flagship Harbor Advisors LLC | 14,174 | $0.37M | 0.0% | +60.2% | 0.024% | |
7/10/2023 | AE Wealth Management LLC | 226,898 | $5.93M | 0.0% | +73.6% | 0.385% | |
7/7/2023 | Radnor Capital Management LLC | 12,000 | $0.31M | 0.1% | N/A | 0.020% | |
6/9/2023 | Laraway Financial Advisors Inc | 42,991 | $1.11M | 1.1% | -3.1% | 0.073% | |
5/22/2023 | Ameriprise Financial Inc. | 118,208 | $3.04M | 0.0% | -72.0% | 0.201% | |
5/18/2023 | GSB Wealth Management LLC | 22,865 | $0.58M | 0.2% | +47.8% | 0.039% | |
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5/16/2023 | Chilton Capital Management LLC | 1,397 | $36K | 0.0% | N/A | 0.002% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 10,359 | $0.27M | 0.0% | N/A | 0.016% | |
5/16/2023 | Hantz Financial Services Inc. | 245,518 | $6.32M | 2.1% | -11.3% | 0.381% | |
5/16/2023 | Susquehanna International Group LLP | 121,283 | $3.12M | 0.0% | N/A | 0.188% | |
5/16/2023 | Colony Group LLC | 168,875 | $4.35M | 0.1% | +0.3% | 0.262% | |
5/16/2023 | Apollon Wealth Management LLC | 41,462 | $1.07M | 0.1% | -3.6% | 0.064% | |
5/16/2023 | Jane Street Group LLC | 1,874,657 | $48.24M | 0.0% | N/A | 2.906% | |
5/16/2023 | HBK Sorce Advisory LLC | 80,639 | $3.23M | 0.0% | -21.2% | 0.125% | |
5/15/2023 | Lido Advisors LLC | 8,579 | $0.22M | 0.0% | N/A | 0.013% | |
5/15/2023 | Compass Wealth Management LLC | 33,627 | $0.87M | 0.3% | +8.1% | 0.052% | |