11/21/2023 | Comerica Bank | 29,112 | $1.27M | 0.0% | N/A | 0.030% | |
11/21/2023 | Rooted Wealth Advisors Inc. | 261,104 | $11.52M | 7.1% | +27.8% | 0.272% | |
11/20/2023 | Silver Oak Securities Incorporated | 4,156 | $0.18M | 0.0% | -90.0% | 0.004% | |
11/16/2023 | Creative Planning | 86,419 | $3.76M | 0.0% | -21.7% | 0.090% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 242,566 | $10.57M | 0.2% | +973.3% | 0.253% | |
11/16/2023 | Harbour Investments Inc. | 98,180 | $4.28M | 0.2% | +10.9% | 0.102% | |
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11/16/2023 | Morgan Stanley | 768,202 | $33.46M | 0.0% | +43.6% | 0.801% | |
11/16/2023 | Essex Financial Services Inc. | 13,589 | $0.59M | 0.1% | +24.7% | 0.014% | |
11/15/2023 | Integrated Wealth Concepts LLC | 78,143 | $3.40M | 0.1% | +5.3% | 0.081% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 402,064 | $17.51M | 0.1% | -0.4% | 0.419% | |
11/15/2023 | Baker Avenue Asset Management LP | 1,852,684 | $80.70M | 3.6% | +6.1% | 1.932% | |
11/15/2023 | Royal Bank of Canada | 446,408 | $19.45M | 0.0% | +48.4% | 0.465% | |
11/15/2023 | Shakespeare Wealth Management Inc. | 488,572 | $21.28M | 7.5% | +2.8% | 0.509% | |
11/15/2023 | JPMorgan Chase & Co. | 3,007,184 | $131M | 0.0% | +2,874.0% | 3.136% | |
11/15/2023 | Axxcess Wealth Management LLC | 520,721 | $22.68M | 0.8% | -21.3% | 0.543% | |
11/15/2023 | Advisors Asset Management Inc. | 9,479 | $0.41M | 0.0% | +38.0% | 0.010% | |
11/15/2023 | Stone House Investment Management LLC | 1,605 | $70K | 0.0% | -75.8% | 0.002% | |
11/14/2023 | Ancora Advisors LLC | 44,261 | $1.93M | 0.1% | +0.6% | 0.046% | |
11/14/2023 | Qube Research & Technologies Ltd | 2,720 | $0.12M | 0.0% | N/A | 0.003% | |
11/14/2023 | Regimen Wealth LLC | 498,628 | $21.72M | 8.9% | +11.8% | 0.520% | |
11/14/2023 | Resolute Wealth Strategies LLC | 217,201 | $9.46M | 7.1% | N/A | 0.226% | |
11/14/2023 | Trustmark National Bank Trust Department | 9,336 | $0.41M | 0.0% | +9.7% | 0.010% | |
11/14/2023 | Valley National Advisers Inc. | 399,897 | $17.42M | 3.0% | +9.1% | 0.417% | |
11/14/2023 | Mather Group LLC. | 24,306 | $1.06M | 0.0% | +40.0% | 0.025% | |
11/14/2023 | Mutual Advisors LLC | 251,077 | $10.94M | 0.4% | +34.5% | 0.262% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 7,085 | $0.31M | 0.0% | N/A | 0.007% | |
11/13/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 12,356 | $0.54M | 0.1% | -10.8% | 0.013% | |
11/13/2023 | Stifel Financial Corp | 12,595 | $0.55M | 0.0% | +120.4% | 0.013% | |
11/13/2023 | Mariner LLC | 65,771 | $2.87M | 0.0% | +1.1% | 0.069% | |
11/13/2023 | Visionary Wealth Advisors | 81,959 | $3.57M | 0.3% | +2.1% | 0.085% | |
11/13/2023 | LPL Financial LLC | 1,261,552 | $54.95M | 0.0% | +14.1% | 1.315% | |
11/13/2023 | Regal Investment Advisors LLC | 9,038 | $0.39M | 0.0% | -41.1% | 0.009% | |
11/13/2023 | Interchange Capital Partners LLC | 18,877 | $0.82M | 0.6% | +8.7% | 0.020% | |
11/13/2023 | WestHill Financial Advisors Inc. | 573,993 | $25M | 7.3% | +5.5% | 0.599% | |
11/13/2023 | FMR LLC | 2,086,842 | $90.90M | 0.0% | +26,366.0% | 2.176% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 13,717 | $0.60M | 0.0% | N/A | 0.014% | |
11/13/2023 | Envestnet Asset Management Inc. | 2,018,223 | $87.91M | 0.0% | +3.7% | 2.105% | |
11/13/2023 | Kestra Advisory Services LLC | 732,187 | $31.89M | 0.3% | +6.1% | 0.763% | |
11/9/2023 | Watchman Group Inc. | 64,601 | $2.81M | 1.2% | N/A | 0.067% | |
11/9/2023 | USAdvisors Wealth Management LLC | 131,782 | $5.74M | 2.3% | +19.1% | 0.137% | |
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11/9/2023 | Valley Wealth Managers Inc. | 27,951 | $1.22M | 0.1% | N/A | 0.029% | |
11/9/2023 | Hunter Associates Investment Management LLC | 142,134 | $6.19M | 1.3% | +35.2% | 0.148% | |
11/9/2023 | Hardy Reed LLC | 10,137 | $0.44M | 0.1% | N/A | 0.011% | |
11/9/2023 | King Wealth | 31,656 | $1.38M | 0.3% | -10.0% | 0.033% | |
11/9/2023 | UBS Group AG | 2,421,460 | $105.48M | 0.0% | +9.8% | 2.525% | |
11/8/2023 | Ausdal Financial Partners Inc. | 31,114 | $1.36M | 0.2% | N/A | 0.032% | |
11/8/2023 | Huntington National Bank | 495,049 | $21.56M | 0.2% | +17.7% | 0.516% | |
11/8/2023 | HighTower Advisors LLC | 513,341 | $22.36M | 0.0% | +7.4% | 0.535% | |
11/8/2023 | AMG National Trust Bank | 18,985 | $0.83M | 0.0% | -22.3% | 0.020% | |
11/8/2023 | Sequoia Financial Advisors LLC | 1,952,360 | $85.05M | 1.5% | +0.9% | 2.036% | |
11/8/2023 | D.A. Davidson & CO. | 51,603 | $2.25M | 0.0% | +6.6% | 0.054% | |
11/8/2023 | Janney Montgomery Scott LLC | 26,392 | $1.15M | 0.0% | N/A | 0.028% | |
11/8/2023 | Redwood Financial Network Corp | 8,781 | $0.38M | 0.4% | -4.0% | 0.009% | |
11/8/2023 | Atria Wealth Solutions Inc. | 360,463 | $15.74M | 0.2% | +19.9% | 0.376% | |
11/8/2023 | Sowell Financial Services LLC | 25,894 | $1.13M | 0.1% | +14.8% | 0.027% | |
11/8/2023 | Spinnaker Trust | 89,635 | $3.91M | 0.3% | +4.2% | 0.093% | |
11/8/2023 | Spire Wealth Management | 613,281 | $26.72M | 1.0% | +1.7% | 0.640% | |
11/8/2023 | Avantax Advisory Services Inc. | 238,681 | $10.40M | 0.1% | +413.7% | 0.249% | |
11/8/2023 | Valmark Advisers Inc. | 145,537 | $6.34M | 0.1% | +16.0% | 0.152% | |
11/8/2023 | Kestra Private Wealth Services LLC | 36,360 | $1.58M | 0.0% | N/A | 0.038% | |
11/7/2023 | ABLE Financial Group LLC | 7,337 | $0.32M | 0.2% | N/A | 0.008% | |
11/7/2023 | Prosperity Financial Group Inc. | 11,594 | $0.51M | 0.4% | N/A | 0.012% | |
11/7/2023 | Goodwin Investment Advisory | 522,298 | $22.75M | 13.5% | +1.8% | 0.545% | |
11/7/2023 | OmniStar Financial Group Inc. | 78,702 | $3.44M | 4.1% | +1.9% | 0.082% | |
11/7/2023 | Masso Torrence Wealth Management Inc. | 100,727 | $4.39M | 3.4% | +8.0% | 0.105% | |
11/7/2023 | James J. Burns & Company LLC | 17,997 | $0.78M | 0.2% | -34.8% | 0.019% | |
11/7/2023 | Coyle Financial Counsel LLC | 446,230 | $19.44M | 8.1% | N/A | 0.465% | |
11/7/2023 | Clear Investment Research LLC | 29,585 | $1.29M | 2.2% | +5.9% | 0.031% | |
11/7/2023 | Atria Investments Inc | 85,990 | $3.75M | 0.1% | +80.0% | 0.090% | |
11/7/2023 | Riverpoint Wealth Management Holdings LLC | 266,702 | $11.62M | 3.8% | +1.5% | 0.278% | |
11/7/2023 | Fermata Advisors LLC | 25,319 | $1.10M | 0.3% | N/A | 0.026% | |
11/7/2023 | Cornerstone Wealth Management LLC | 130,002 | $5.66M | 0.5% | +2.9% | 0.136% | |
11/6/2023 | Sigma Planning Corp | 110,586 | $4.82M | 0.2% | +9.5% | 0.115% | |
11/6/2023 | Vestmark Advisory Solutions Inc. | 53,652 | $2.34M | 0.2% | +13.0% | 0.056% | |
11/6/2023 | Leelyn Smith LLC | 74,472 | $3.24M | 0.8% | N/A | 0.078% | |
11/6/2023 | Lincoln National Corp | 14,841 | $0.65M | 0.0% | -17.9% | 0.015% | |
11/6/2023 | Breakwater Capital Group | 7,857 | $0.34M | 0.1% | -79.6% | 0.008% | |
11/6/2023 | Financial Freedom LLC | 3,018 | $0.13M | 0.1% | N/A | 0.003% | |
11/6/2023 | Summit X LLC | 332,051 | $14.47M | 4.6% | -7.3% | 0.346% | |
11/6/2023 | Paragon Advisors LLC | 93,829 | $4.09M | 1.7% | +27.4% | 0.098% | |
11/4/2023 | NBC Securities Inc. | 628 | $27K | 0.0% | N/A | 0.001% | |
11/3/2023 | SageView Advisory Group LLC | 59,470 | $2.59M | 0.1% | -14.9% | 0.062% | |
11/3/2023 | Private Advisor Group LLC | 95,467 | $4.16M | 0.0% | +3.9% | 0.100% | |
11/3/2023 | Main Street Financial Solutions LLC | 365,730 | $15.93M | 2.3% | +2.1% | 0.381% | |
11/3/2023 | Opes Wealth Management LLC | 165,003 | $7.19M | 2.0% | +15.1% | 0.172% | |
11/3/2023 | Lincoln Capital Corp | 83,432 | $3.63M | 2.0% | +3.2% | 0.087% | |
11/3/2023 | Advisor OS LLC | 140,692 | $6.13M | 0.9% | +333.3% | 0.147% | |
11/3/2023 | Compass Ion Advisors LLC | 346,940 | $15.11M | 2.6% | N/A | 0.362% | |
11/2/2023 | Crumly & Associates Inc. | 56,618 | $2.47M | 1.0% | +6.8% | 0.059% | |
11/2/2023 | Cozad Asset Management Inc. | 61,080 | $2.66M | 0.3% | +1.6% | 0.064% | |
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11/2/2023 | Pittenger & Anderson Inc. | 20,587 | $0.90M | 0.0% | -23.5% | 0.021% | |
11/2/2023 | CPA Asset Management LLC | 491,598 | $21.41M | 15.0% | +3.6% | 0.513% | |
11/2/2023 | FDx Advisors Inc. | 18,877 | $0.82M | 0.1% | +8.7% | 0.020% | |
11/1/2023 | Allen Capital Group LLC | 246,514 | $10.66M | 1.8% | -1.9% | 0.257% | |
11/1/2023 | Csenge Advisory Group | 54,712 | $2.38M | 0.2% | N/A | 0.057% | |
11/1/2023 | Orion Portfolio Solutions LLC | 38,963 | $1.70M | 0.0% | -20.7% | 0.041% | |
11/1/2023 | Curtis Advisory Group LLC | 8,074 | $0.35M | 0.1% | +7.6% | 0.008% | |
11/1/2023 | Wealthspan Partners LLC | 11,094 | $0.48M | 0.4% | N/A | 0.012% | |
10/31/2023 | Capital Wealth Management LLC | 219,970 | $9.58M | 5.3% | +12.9% | 0.229% | |
10/31/2023 | Allworth Financial LP | 203,898 | $8.88M | 0.1% | -0.6% | 0.213% | |