3/27/2023 | Ratio Wealth Group | 292,834 | $14.64M | 4.2% | +27.6% | 0.062% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 172,400 | $8.62M | 0.2% | -1.7% | 0.037% | |
3/13/2023 | Claro Advisors LLC | 14,181 | $0.71M | 0.2% | +142.2% | 0.003% | |
3/8/2023 | Pacific Wealth Management | 426,072 | $21.30M | 15.7% | -22.0% | 0.091% | |
3/6/2023 | Rockefeller Capital Management L.P. | 367,692 | $18.38M | 0.1% | +11.4% | 0.078% | |
3/3/2023 | Crumly & Associates Inc. | 162,401 | $8.12M | 3.1% | -22.0% | 0.035% | |
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3/1/2023 | Continuum Wealth Advisors LLC | 8,394 | $0.42M | 0.4% | N/A | 0.002% | |
3/1/2023 | DDFG Inc | 152,892 | $7.65M | 3.2% | N/A | 0.033% | |
3/1/2023 | Regal Investment Advisors LLC | 12,888 | $0.64M | 0.1% | -12.3% | 0.003% | |
2/27/2023 | Gallagher Benefit Services Inc. | 375,087 | $18.76M | 3.9% | N/A | 0.080% | |
2/27/2023 | Objective Capital Management LLC | 22,230 | $1.11M | 1.1% | +12.7% | 0.005% | |
2/24/2023 | RiverFront Investment Group LLC | 397,147 | $1.27M | 0.3% | -1.2% | 0.085% | |
2/23/2023 | Tandem Wealth Advisors LLC | 736 | $37K | 0.0% | N/A | 0.000% | |
2/23/2023 | Centurion Wealth Management LLC | 29,262 | $1.46M | 0.8% | N/A | 0.006% | |
2/23/2023 | WC Walker & Associates Inc. | 147,214 | $7.39M | 3.9% | -0.6% | 0.032% | |
2/22/2023 | Kovack Advisors Inc. | 330,312 | $16.52M | 2.4% | -4.1% | 0.071% | |
2/21/2023 | Insight Advisors LLC PA | 10,013 | $0.50M | 0.2% | +7.6% | 0.002% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 1,940,721 | $97.04M | 0.1% | -1.0% | 0.416% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 172,400 | $8.62M | 0.2% | -1.7% | 0.037% | |
2/17/2023 | Truist Financial Corp | 2,679,394 | $133.97M | 0.2% | +7.7% | 0.574% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 960 | $48K | 0.0% | N/A | 0.000% | |
2/16/2023 | WealthPLAN Partners LLC | 488,181 | $25.18M | 1.8% | N/A | 0.105% | |
2/16/2023 | Axxcess Wealth Management LLC | 17,197 | $0.86M | 0.1% | +131.3% | 0.004% | |
2/16/2023 | American Trust | 1,195,281 | $59.76M | 5.5% | +5.8% | 0.256% | |
2/16/2023 | Alpha Financial Partners LLC | 6,437 | $0.32M | 0.4% | N/A | 0.001% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 1,582 | $5.72M | 0.1% | -91.3% | 0.000% | |
2/16/2023 | Certified Advisory Corp | 38,946 | $1.95M | 0.4% | +3.9% | 0.008% | |
2/16/2023 | CreativeOne Wealth LLC | 27,403 | $1.37M | 0.1% | +6.7% | 0.006% | |
2/16/2023 | Financial Advocates Investment Management | 79,612 | $3.98M | 0.3% | +29.4% | 0.017% | |
2/16/2023 | Kerntke Otto McGlone Wealth Management Group | 74,645 | $3.73M | 4.3% | +4.4% | 0.016% | |
2/16/2023 | Pacific Financial Group Inc. | 111,055 | $5.55M | 4.2% | -3.5% | 0.024% | |
2/16/2023 | RFG Advisory LLC | 46,215 | $2.38M | 0.1% | +11.9% | 0.010% | |
2/16/2023 | Rosenblum Silverman Sutton S F Inc. CA | 54,710 | $2.74M | 1.0% | -3.6% | 0.012% | |
2/16/2023 | Resurgent Financial Advisors LLC | 4,467 | $0.22M | 0.1% | N/A | 0.001% | |
2/16/2023 | United Capital Financial Advisers LLC | 39,701 | $1.99M | 0.0% | +13.7% | 0.009% | |
2/16/2023 | Harbour Investments Inc. | 75,654 | $3.78M | 0.2% | -30.2% | 0.016% | |
2/16/2023 | One Capital Management LLC | 530,743 | $26.54M | 1.4% | +10.4% | 0.114% | |
2/16/2023 | Silverlake Wealth Management LLC | 7,519 | $0.38M | 0.2% | N/A | 0.002% | |
2/15/2023 | Retirement Group LLC | 25,531 | $1.28M | 0.6% | +26.0% | 0.005% | |
2/15/2023 | TD Capital Management LLC | 60,675 | $3.03M | 0.4% | +4.8% | 0.013% | |
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2/15/2023 | RiverFront Investment Group LLC | 397,147 | $1.27M | 0.3% | -1.2% | 0.085% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 796,309 | $39.82M | 0.7% | -3.7% | 0.171% | |
2/15/2023 | CI Private Wealth LLC | 12,945 | $0.65M | 0.0% | N/A | 0.003% | |
2/15/2023 | WealthPlan Investment Management LLC | 488,087 | $25.27M | 1.8% | -0.9% | 0.105% | |
2/15/2023 | Moneta Group Investment Advisors LLC | 114,446,360 | $5.72B | 0.1% | +626,659.9% | 24.507% | |
2/15/2023 | Fort Sheridan Advisors LLC | 9,292 | $0.47M | 0.2% | +10.8% | 0.002% | |
2/15/2023 | CIC Wealth LLC | 8,736 | $0.44M | 0.2% | N/A | 0.002% | |
2/15/2023 | Founders Financial Alliance LLC | 3,625 | $0.18M | 0.1% | -48.7% | 0.001% | |
2/15/2023 | Captrust Financial Advisors | 986,568 | $49.33M | 0.2% | -9.2% | 0.211% | |
2/15/2023 | IHT Wealth Management LLC | 42,946 | $2.15M | 0.1% | -5.4% | 0.009% | |
2/15/2023 | Howe & Rusling Inc. | 31,386 | $1.57M | 0.2% | -12.2% | 0.007% | |
2/15/2023 | Jane Street Group LLC | 251,113 | $12.56M | 0.0% | +3,733.2% | 0.054% | |
2/15/2023 | SageView Advisory Group LLC | 22,706 | $1.14M | 0.1% | N/A | 0.005% | |
2/15/2023 | EPG Wealth Management LLC | 50,472 | $2.52M | 1.0% | +4.6% | 0.011% | |
2/15/2023 | Patriot Investment Management Group Inc. | 31,505 | $1.61M | 0.1% | -2.1% | 0.007% | |
2/15/2023 | 1832 Asset Management L.P. | 271,110 | $13.56M | 0.0% | -2.7% | 0.058% | |
2/15/2023 | Waverly Advisors LLC | 135,249 | $6.76M | 0.4% | N/A | 0.029% | |
2/15/2023 | PFS Investments Inc. | 243,119 | $12.16M | 0.2% | -1.0% | 0.052% | |
2/15/2023 | Legacy Financial Strategies LLC | 390,426 | $19.52M | 8.1% | +3.3% | 0.084% | |
2/15/2023 | Kraft Davis & Associates LLC | 66,581 | $3.42M | 1.4% | N/A | 0.014% | |
2/15/2023 | Talisman Wealth Advisors LLC | 35,665 | $1.78M | 3.8% | N/A | 0.008% | |
2/15/2023 | Kapstone Financial Advisors LLC | 27,050 | $1.40M | 1.3% | N/A | 0.006% | |
2/15/2023 | NCM Capital Management LLC | 19,625 | $0.98M | 0.6% | +6.9% | 0.004% | |
2/15/2023 | Cerity Partners LLC | 34,785 | $1.74M | 0.0% | N/A | 0.007% | |
2/15/2023 | Vicus Capital | 189,055 | $9.45M | 1.1% | +843.2% | 0.040% | |
2/15/2023 | Sanctuary Wealth Management L.L.C. | 2,826 | $0.14M | 0.2% | N/A | 0.001% | |
2/15/2023 | Shepherd Financial Partners LLC | 203,474 | $10.17M | 1.8% | -6.8% | 0.044% | |
2/15/2023 | Stokes Family Office LLC | 32,199 | $1.61M | 0.2% | +156.1% | 0.007% | |
2/15/2023 | LWS Wealth Advisors Inc. | 68,848 | $3.44M | 1.4% | -3.0% | 0.015% | |
2/15/2023 | Linscomb & Williams Inc. | 19,149 | $0.96M | 0.0% | -4.5% | 0.004% | |
2/15/2023 | Money Concepts Capital Corp | 42,106 | $2.11M | 0.1% | -52.9% | 0.009% | |
2/15/2023 | Morgan Stanley | 18,545,890 | $927.30M | 0.1% | +7.1% | 3.971% | |
2/15/2023 | Mariner LLC | 2,101,542 | $105.08M | 0.3% | +10.4% | 0.450% | |
2/15/2023 | Meridian Wealth Management LLC | 104,208 | $5.21M | 0.5% | +3.7% | 0.022% | |
2/15/2023 | Nissay Asset Management Corp Japan ADV | 97,977 | $4.90M | 0.0% | -36.6% | 0.021% | |
2/15/2023 | Demars Financial Group LLC | 29,643 | $1.48M | 0.8% | -71.7% | 0.006% | |
2/15/2023 | Exencial Wealth Advisors LLC | 65,613 | $3.28M | 0.2% | -8.2% | 0.014% | |
2/15/2023 | Eqis Capital Management Inc. | 10,987 | $0.55M | 0.1% | -4.5% | 0.002% | |
2/15/2023 | Equitable Holdings Inc. | 305,992 | $15.30M | 0.3% | -1.4% | 0.066% | |
2/15/2023 | First Manhattan Co. | 5,259 | $0.26M | 0.0% | -51.6% | 0.001% | |
2/15/2023 | FinTrust Capital Advisors LLC | 24,195 | $1.21M | 0.3% | +150.9% | 0.005% | |
2/15/2023 | Ancora Advisors LLC | 3,154 | $0.16M | 0.0% | +9.0% | 0.001% | |
2/15/2023 | Apexium Financial LP | 179,158 | $8.96M | 0.9% | +5.8% | 0.038% | |
2/15/2023 | Atwater Malick LLC | 5,162 | $0.26M | 0.1% | N/A | 0.001% | |
2/15/2023 | Auto Owners Insurance Co | 514,500 | $25.69M | 0.9% | N/A | 0.110% | |
2/15/2023 | Bradley Foster & Sargent Inc. CT | 4,142 | $0.21M | 0.0% | N/A | 0.001% | |
2/15/2023 | Axxcess Wealth Management LLC | 17,197 | $0.86M | 0.1% | +131.3% | 0.004% | |
2/15/2023 | ICA Group Wealth Management LLC | 6,733 | $0.34M | 0.1% | -10.6% | 0.001% | |
2/14/2023 | Oxford Financial Group Ltd. | 17,516 | $0.88M | 0.1% | +2.0% | 0.004% | |
2/14/2023 | Angeles Wealth Management LLC | 1,500 | $75K | 0.0% | N/A | 0.000% | |
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2/14/2023 | Arkos Global Advisors | 127,672 | $6.38M | 1.6% | +12.2% | 0.027% | |
2/14/2023 | First Commonwealth Financial Corp PA | 17,420 | $0.87M | 0.3% | +14.4% | 0.004% | |
2/14/2023 | Guardian Capital Advisors LP | 4,000 | $0.21M | 0.0% | N/A | 0.001% | |
2/14/2023 | FFT Wealth Management LLC | 125,406 | $6.27M | 0.8% | +108.7% | 0.027% | |
2/14/2023 | Cetera Advisor Networks LLC | 912,560 | $45.63M | 0.4% | +42.6% | 0.195% | |
2/14/2023 | Redwood Financial Network Corp | 26,864 | $1.34M | 1.5% | +6.7% | 0.006% | |
2/14/2023 | Cetera Investment Advisers | 991,888 | $49.59M | 0.5% | +23.8% | 0.212% | |
2/14/2023 | Cetera Advisors LLC | 614,307 | $30.72M | 0.6% | +5.1% | 0.132% | |
2/14/2023 | Knightsbridge Asset Management LLC | 281,187 | $14.06M | 2.7% | +4.3% | 0.060% | |
2/14/2023 | Laurel Wealth Advisors Inc. | 8,948 | $0.45M | 0.0% | -3.6% | 0.002% | |