3/22/2024 | PNC Financial Services Group Inc. | 6,732 | $0.31M | 0.0% | -5.6% | 0.009% | |
3/15/2024 | Cape ANN Savings Bank | 11,114 | $0.50M | 0.3% | -3.1% | 0.014% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 15,544 | $0.71M | 0.0% | -5.0% | 0.020% | |
3/14/2024 | Leo Wealth LLC | 7,832 | $0.37M | 0.0% | N/A | 0.010% | |
3/8/2024 | ICA Group Wealth Management LLC | 2,778 | $0.13M | 0.0% | N/A | 0.004% | |
3/6/2024 | Willner & Heller LLC | 4,547 | $0.21M | 0.2% | N/A | 0.006% | |
|
3/1/2024 | Goldman Sachs Group Inc. | 10,810 | $0.49M | 0.0% | +36.8% | 0.014% | |
2/28/2024 | EP Wealth Advisors LLC | 32,130 | $1.47M | 0.0% | -0.7% | 0.041% | |
2/26/2024 | Centaurus Financial Inc. | 36,512 | $1.67M | 0.1% | -3.0% | 0.047% | |
2/26/2024 | Integrated Advisors Network LLC | 13,020 | $0.60M | 0.0% | +6.2% | 0.017% | |
2/23/2024 | Chicago Partners Investment Group LLC | 42,449 | $1.91M | 0.1% | -13.0% | 0.055% | |
2/23/2024 | Beacon Financial Group | 167,412 | $7.65M | 0.9% | +2.6% | 0.216% | |
2/20/2024 | GLOBALT Investments LLC GA | 56,525 | $2.58M | 0.1% | N/A | 0.073% | |
2/16/2024 | Wesbanco Bank Inc. | 23,982 | $1.10M | 0.1% | -6.2% | 0.031% | |
2/16/2024 | Harbour Investments Inc. | 22,998 | $1.05M | 0.0% | +13.6% | 0.030% | |
2/15/2024 | Arkos Global Advisors | 17,669 | $0.81M | 0.1% | -9.3% | 0.023% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 251,043 | $11.47M | 0.0% | +14.3% | 0.324% | |
2/15/2024 | Mission Creek Capital Partners Inc. | 6,549 | $0.30M | 0.1% | -7.4% | 0.008% | |
2/15/2024 | Modera Wealth Management LLC | 135,742 | $6.20M | 0.1% | -1.2% | 0.175% | |
2/15/2024 | Financial Planning & Information Services Inc. | 1,026,724 | $46.91M | 7.4% | -6.8% | 1.325% | |
2/15/2024 | Baird Financial Group Inc. | 521,034 | $23.81M | 0.1% | +1.7% | 0.672% | |
2/15/2024 | Citadel Advisors LLC | 93,755 | $4.28M | 0.0% | +154.2% | 0.121% | |
2/15/2024 | Comerica Bank | 26,648 | $1.22M | 0.0% | +2.5% | 0.034% | |
2/14/2024 | Royal Bank of Canada | 759,881 | $34.72M | 0.0% | +31.0% | 0.980% | |
2/14/2024 | Midland Wealth Advisors LLC | 81,870 | $3.74M | 0.3% | N/A | 0.106% | |
2/14/2024 | Kestra Advisory Services LLC | 324,998 | $14.85M | 0.1% | -13.3% | 0.419% | |
2/14/2024 | Creative Planning | 1,657,243 | $75.72M | 0.1% | -0.1% | 2.138% | |
2/14/2024 | RMB Capital Management LLC | 198,866 | $9.09M | 0.3% | +8.1% | 0.257% | |
2/14/2024 | Hancock Whitney Corp | 69,095 | $3.16M | 0.1% | -14.1% | 0.089% | |
2/13/2024 | Envestnet Asset Management Inc. | 464,354 | $21.22M | 0.0% | -0.7% | 0.599% | |
2/13/2024 | Northern Trust Corp | 39,581 | $1.81M | 0.0% | -9.2% | 0.051% | |
2/13/2024 | Exencial Wealth Advisors LLC | 19,072 | $0.87M | 0.0% | +4.1% | 0.025% | |
2/13/2024 | Cetera Advisor Networks LLC | 483,803 | $22.11M | 0.1% | +3.3% | 0.624% | |
2/13/2024 | Oppenheimer & Co. Inc. | 16,461 | $0.75M | 0.0% | +3.3% | 0.021% | |
2/13/2024 | Tower Research Capital LLC TRC | 4,768 | $0.22M | 0.0% | +5.0% | 0.006% | |
2/13/2024 | Goldman Sachs Group Inc. | 10,810 | $0.49M | 0.0% | +36.8% | 0.014% | |
2/13/2024 | CIBC Private Wealth Group LLC | 5,483 | $0.25M | 0.0% | N/A | 0.007% | |
2/13/2024 | Anson Capital Inc. | 10,141 | $0.46M | 0.8% | +80.9% | 0.013% | |
2/13/2024 | Jones Financial Companies Lllp | 69,576 | $3.18M | 0.0% | +7.8% | 0.090% | |
2/13/2024 | TFG Advisers LLC | 65,226 | $2.98M | 1.3% | -0.8% | 0.084% | |
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2/13/2024 | FinTrust Capital Advisors LLC | 1,964 | $90K | 0.0% | +24.3% | 0.003% | |
2/12/2024 | Robinson Smith Wealth Advisors LLC | 8,161 | $0.37M | 0.4% | N/A | 0.011% | |
2/12/2024 | Private Wealth Strategies L.L.C. | 266,539 | $12.18M | 2.7% | +2.3% | 0.344% | |
2/12/2024 | Focus Financial Network Inc. ADV | 18,619 | $0.85M | 0.0% | N/A | 0.024% | |
2/12/2024 | Stifel Financial Corp | 289,225 | $13.22M | 0.0% | -0.9% | 0.373% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 20,079 | $0.92M | 0.0% | +1.9% | 0.026% | |
2/12/2024 | Evermay Wealth Management LLC | 2,427 | $0.11M | 0.0% | -15.2% | 0.003% | |
2/10/2024 | Linscomb & Williams Inc. | 1,923,571 | $87.89M | 4.8% | -3.6% | 2.482% | |
2/9/2024 | Advisory Services Network LLC | 2,067 | $94K | 0.0% | N/A | 0.003% | |
2/9/2024 | Avantax Planning Partners Inc. | 216,389 | $9.89M | 0.4% | -0.3% | 0.279% | |
2/9/2024 | US Bancorp DE | 2,916 | $0.13M | 0.0% | -7.3% | 0.004% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 95,443 | $4.36M | 0.0% | -31.8% | 0.123% | |
2/9/2024 | Frazier Financial Advisors LLC | 95,738 | $4.37M | 3.8% | N/A | 0.124% | |
2/9/2024 | Tidemark LLC | 1,015 | $46K | 0.0% | N/A | 0.001% | |
2/9/2024 | JPL Wealth Management LLC | 44,188 | $2.02M | 1.5% | N/A | 0.057% | |
2/9/2024 | Berkeley Capital Partners LLC | 53,960 | $2.47M | 0.8% | -3.7% | 0.070% | |
2/9/2024 | Corient Private Wealth LLC | 39,759 | $1.82M | 0.0% | +4.9% | 0.051% | |
2/9/2024 | D.A. Davidson & CO. | 109,585 | $5.01M | 0.0% | -0.8% | 0.141% | |
2/9/2024 | Wells Fargo & Company MN | 993,581 | $45.40M | 0.0% | +5.9% | 1.282% | |
2/9/2024 | Coldstream Capital Management Inc. | 560,862 | $25.63M | 0.7% | +6.6% | 0.724% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 21,306 | $0.97M | 0.1% | +6.6% | 0.027% | |
2/9/2024 | PNC Financial Services Group Inc. | 6,732 | $0.31M | 0.0% | -5.6% | 0.009% | |
2/8/2024 | Main Street Financial Solutions LLC | 107,503 | $4.91M | 0.6% | -3.0% | 0.139% | |
2/8/2024 | Clarity Capital Advisors LLC | 5,274 | $0.24M | 0.2% | N/A | 0.007% | |
2/8/2024 | BCGM Wealth Management LLC | 8,342 | $0.38M | 0.2% | -4.5% | 0.011% | |
2/8/2024 | Financial Advocates Investment Management | 13,097 | $0.60M | 0.0% | -1.8% | 0.017% | |
2/8/2024 | Meridian Wealth Management LLC | 64,909 | $2.97M | 0.2% | N/A | 0.084% | |
2/8/2024 | OMNI 360 Wealth Inc. | 16,813 | $0.77M | 0.7% | N/A | 0.022% | |
2/8/2024 | Beacon Pointe Advisors LLC | 49,703 | $2.27M | 0.0% | -18.4% | 0.064% | |
2/8/2024 | Apexium Financial LP | 26,014 | $1.19M | 0.1% | -13.7% | 0.034% | |
2/8/2024 | Wade G W & Inc. | 180,297 | $8.24M | 0.3% | -17.2% | 0.233% | |
2/8/2024 | KLR Investment Advisors LLC | 13,064 | $0.60M | 0.4% | +9.1% | 0.017% | |
2/8/2024 | Foundations Investment Advisors LLC | 5,352 | $0.24M | 0.0% | -39.0% | 0.007% | |
2/8/2024 | Janney Montgomery Scott LLC | 189,686 | $8.67M | 0.0% | -2.6% | 0.245% | |
2/8/2024 | JNBA Financial Advisors | 278,255 | $12.71M | 1.4% | -11.0% | 0.359% | |
2/7/2024 | Avantax Advisory Services Inc. | 21,785 | $1M | 0.0% | +34.1% | 0.028% | |
2/7/2024 | Wambolt & Associates LLC | 6,798 | $0.31M | 0.1% | -33.0% | 0.009% | |
2/7/2024 | JFS Wealth Advisors LLC | 112,948 | $5.16M | 0.4% | -1.2% | 0.146% | |
2/7/2024 | Johnson Investment Counsel Inc. | 14,896 | $0.68M | 0.0% | +117.0% | 0.019% | |
2/7/2024 | NBC Securities Inc. | 13,692 | $0.63M | 0.1% | +31.5% | 0.018% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 22,287 | $1.02M | 0.6% | +23.9% | 0.029% | |
2/7/2024 | Rooted Wealth Advisors Inc. | 51,807 | $2.30M | 1.2% | +3.3% | 0.067% | |
2/7/2024 | Great Diamond Partners LLC | 25,140 | $1.15M | 0.3% | +3.6% | 0.032% | |
2/7/2024 | Northwest Financial Advisors | 805 | $37K | 0.0% | N/A | 0.001% | |
2/7/2024 | Calton & Associates Inc. | 6,366 | $0.29M | 0.1% | N/A | 0.008% | |
2/7/2024 | Principal Securities Inc. | 34,057 | $1.56M | 0.1% | N/A | 0.044% | |
2/7/2024 | Vestor Capital LLC | 63,493 | $2.90M | 0.3% | +0.5% | 0.082% | |
2/7/2024 | Pinnacle Wealth Management Advisory Group LLC | 24,170 | $1.10M | 0.1% | -9.0% | 0.031% | |
2/6/2024 | Apollon Wealth Management LLC | 50,838 | $2.32M | 0.1% | +31.5% | 0.066% | |
2/6/2024 | Private Advisor Group LLC | 185,693 | $8.48M | 0.1% | +15.1% | 0.240% | |
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2/6/2024 | Wealthcare Advisory Partners LLC | 69,605 | $3.18M | 0.1% | +2.8% | 0.090% | |
2/6/2024 | Spire Wealth Management | 3,794 | $0.17M | 0.0% | +149.6% | 0.005% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 7,255 | $0.33M | 0.0% | -12.6% | 0.009% | |
2/6/2024 | Merit Financial Group LLC | 45,161 | $2.06M | 0.1% | +11.8% | 0.058% | |
2/6/2024 | Coulter & Justus Financial Services LLC | 228,556 | $10.44M | 7.1% | +4.6% | 0.295% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 2,889 | $0.13M | 0.0% | -28.2% | 0.004% | |
2/6/2024 | SouthState Corp | 11,724 | $0.54M | 0.0% | -19.8% | 0.015% | |
2/6/2024 | Natixis Advisors L.P. | 21,222 | $0.97M | 0.0% | +2.7% | 0.027% | |
2/6/2024 | Commonwealth Equity Services LLC | 797,855 | $36.45M | 0.1% | +0.9% | 1.029% | |
2/6/2024 | Summit Financial LLC | 6,882 | $0.32M | 0.0% | -3.3% | 0.009% | |