3/15/2024 | B. Riley Wealth Advisors Inc. | 1,795 | $0.26M | 0.0% | -7.7% | 0.003% | |
3/14/2024 | Ables Iannone Moore & Associates Inc. | 239 | $34K | 0.0% | N/A | 0.000% | |
3/8/2024 | ICA Group Wealth Management LLC | 344 | $49K | 0.0% | N/A | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 2,160 | $0.31M | 0.0% | -56.0% | 0.004% | |
3/4/2024 | Northwest Bank & Trust Co | 1,657 | $0.24M | 0.2% | N/A | 0.003% | |
3/1/2024 | Creekmur Asset Management LLC | 11,103 | $1.60M | 0.5% | N/A | 0.020% | |
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2/26/2024 | Centaurus Financial Inc. | 1,469 | $0.21M | 0.0% | +11.4% | 0.003% | |
2/26/2024 | Integrated Advisors Network LLC | 13,868 | $1.99M | 0.1% | +38.0% | 0.025% | |
2/23/2024 | Chicago Partners Investment Group LLC | 20,367 | $3.07M | 0.1% | +5.8% | 0.037% | |
2/20/2024 | Able Wealth Management LLC | 1,494 | $0.22M | 0.2% | N/A | 0.003% | |
2/16/2024 | Harbour Investments Inc. | 4,920 | $0.71M | 0.0% | -4.9% | 0.009% | |
2/16/2024 | O Dell Group LLC | 537 | $77K | 0.0% | N/A | 0.001% | |
2/16/2024 | GSA Capital Partners LLP | 2,538 | $0.37M | 0.0% | N/A | 0.005% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 6,455 | $0.93M | 0.0% | -15.1% | 0.012% | |
2/15/2024 | Swmg LLC | 1,696 | $0.24M | 0.1% | N/A | 0.003% | |
2/15/2024 | Main Street Group LTD | 402 | $58K | 0.0% | N/A | 0.001% | |
2/15/2024 | Primoris Wealth Advisors LLC | 34,269 | $4.92M | 4.6% | +238.8% | 0.061% | |
2/15/2024 | Atlas Capital Advisors LLC | 50,195 | $7.21M | 1.0% | -0.5% | 0.090% | |
2/15/2024 | Nwam LLC | 8,281 | $1.19M | 0.1% | +14.2% | 0.015% | |
2/15/2024 | Freedom Investment Management Inc. | 87,056 | $12.51M | 1.0% | -15.9% | 0.156% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 1,812 | $0.26M | 0.0% | +6.3% | 0.003% | |
2/15/2024 | Bell Investment Advisors Inc | 1,447 | $0.21M | 0.0% | N/A | 0.003% | |
2/14/2024 | Royal Bank of Canada | 23,096 | $3.32M | 0.0% | +48.2% | 0.041% | |
2/14/2024 | Pathstone Holdings LLC | 5,900 | $0.85M | 0.0% | N/A | 0.011% | |
2/14/2024 | Kestra Advisory Services LLC | 102,381 | $14.71M | 0.1% | +21.6% | 0.184% | |
2/14/2024 | Creative Planning | 18,025 | $2.59M | 0.0% | -7.9% | 0.032% | |
2/14/2024 | RMB Capital Management LLC | 16,751 | $2.41M | 0.1% | -1.1% | 0.030% | |
2/14/2024 | MGO One Seven LLC | 23,441 | $3.37M | 0.2% | N/A | 0.042% | |
2/14/2024 | Visionary Wealth Advisors | 3,220 | $0.46M | 0.0% | -29.5% | 0.006% | |
2/14/2024 | Cresset Asset Management LLC | 2,776 | $0.40M | 0.0% | -4.3% | 0.005% | |
2/14/2024 | Connectus Wealth LLC | 48,267 | $6.94M | 0.1% | -67.5% | 0.087% | |
2/14/2024 | Personal CFO Solutions LLC | 36,438 | $5.23M | 0.9% | +866.8% | 0.065% | |
2/14/2024 | Frank Rimerman Advisors LLC | 1,420 | $0.20M | 0.0% | N/A | 0.003% | |
2/13/2024 | Client 1ST Advisory Group LLC | 9,559 | $1.37M | 0.7% | -13.7% | 0.017% | |
2/13/2024 | Envestnet Asset Management Inc. | 419,820 | $60.30M | 0.0% | +16.6% | 0.753% | |
2/13/2024 | Northern Trust Corp | 3,745 | $0.54M | 0.0% | -12.5% | 0.007% | |
2/13/2024 | Exencial Wealth Advisors LLC | 1,745 | $0.25M | 0.0% | N/A | 0.003% | |
2/13/2024 | Cetera Advisor Networks LLC | 27,832 | $4M | 0.0% | +39.9% | 0.050% | |
2/13/2024 | CIBC Private Wealth Group LLC | 1,455 | $0.21M | 0.0% | -12.5% | 0.003% | |
2/13/2024 | Belpointe Asset Management LLC | 4,942 | $0.71M | 0.1% | +64.4% | 0.009% | |
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2/13/2024 | CWA Asset Management Group LLC | 1,920 | $0.28M | 0.0% | N/A | 0.003% | |
2/12/2024 | Focus Financial Network Inc. ADV | 7,677 | $1.10M | 0.0% | N/A | 0.014% | |
2/12/2024 | Stifel Financial Corp | 114,482 | $16.44M | 0.0% | -1.7% | 0.205% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 385 | $55K | 0.0% | +40.0% | 0.001% | |
2/12/2024 | CAP Partners LLC | 7,749 | $1.11M | 1.1% | N/A | 0.014% | |
2/12/2024 | Eaton Financial Holdings Company LLC | 60,271 | $8.66M | 2.1% | +3.7% | 0.108% | |
2/12/2024 | Parallel Advisors LLC | 3,676 | $0.53M | 0.0% | -4.5% | 0.007% | |
2/12/2024 | Cantor Fitzgerald Investment Advisors L.P. | 11,469 | $1.65M | 0.1% | N/A | 0.021% | |
2/12/2024 | Cape Investment Advisory Inc. | 1,787 | $0.26M | 0.1% | -33.8% | 0.003% | |
2/9/2024 | Congress Wealth Management LLC DE | 5,043 | $0.72M | 0.0% | +3.6% | 0.009% | |
2/9/2024 | Advisory Services Network LLC | 116,848 | $16.78M | 0.4% | +5.5% | 0.210% | |
2/9/2024 | Orion Portfolio Solutions LLC | 10,042 | $1.41M | 0.0% | -72.2% | 0.018% | |
2/9/2024 | TBH Global Asset Management LLC | 29,362 | $4.22M | 0.9% | -23.2% | 0.053% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 196,291 | $28.20M | 0.1% | +18.2% | 0.352% | |
2/9/2024 | Annis Gardner Whiting Capital Advisors LLC | 300 | $43K | 0.0% | N/A | 0.001% | |
2/9/2024 | Corient Private Wealth LLC | 4,821 | $0.69M | 0.0% | +15.1% | 0.009% | |
2/9/2024 | Wells Fargo & Company MN | 93,910 | $13.49M | 0.0% | +24.2% | 0.168% | |
2/9/2024 | UBS Group AG | 75,864 | $10.90M | 0.0% | -3.0% | 0.136% | |
2/8/2024 | Sheaff Brock Investment Advisors LLC | 1,400 | $0.20M | 0.0% | N/A | 0.003% | |
2/8/2024 | Summit X LLC | 10,308 | $1.48M | 0.4% | -0.7% | 0.018% | |
2/8/2024 | Level Four Advisory Services LLC | 8,441 | $1.21M | 0.1% | -2.5% | 0.015% | |
2/8/2024 | American National Bank | 2,547 | $0.37M | 0.1% | +6.3% | 0.005% | |
2/8/2024 | Meridian Wealth Management LLC | 4,000 | $0.58M | 0.0% | -38.3% | 0.007% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 3,845 | $0.55M | 0.1% | +5.5% | 0.007% | |
2/8/2024 | OMNI 360 Wealth Inc. | 1,920 | $0.28M | 0.3% | N/A | 0.003% | |
2/8/2024 | Exchange Capital Management Inc. | 45,177 | $6.49M | 1.2% | -2.9% | 0.081% | |
2/8/2024 | Apexium Financial LP | 8,038 | $1.16M | 0.1% | -16.1% | 0.014% | |
2/8/2024 | Janney Montgomery Scott LLC | 12,140 | $1.74M | 0.0% | -51.4% | 0.022% | |
2/8/2024 | King Wealth Management Group | 61,882 | $8.89M | 1.7% | -6.1% | 0.111% | |
2/7/2024 | Avantax Advisory Services Inc. | 6,551 | $0.94M | 0.0% | +1.7% | 0.012% | |
2/7/2024 | Almanack Investment Partners LLC. | 5,001 | $0.72M | 0.1% | +8.5% | 0.009% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 19,817 | $2.85M | 0.0% | +193.5% | 0.036% | |
2/7/2024 | Evergreen Wealth Solutions LLC | 3,540 | $0.51M | 0.4% | -8.5% | 0.006% | |
2/7/2024 | AGF Management Ltd. | 148,174 | $21.28M | 0.1% | +42.1% | 0.266% | |
2/7/2024 | VisionPoint Advisory Group LLC | 4,028 | $0.58M | 0.2% | N/A | 0.007% | |
2/7/2024 | Endowment Wealth Management Inc. | 1,595 | $0.23M | 0.2% | N/A | 0.003% | |
2/7/2024 | Lebenthal Global Advisors LLC | 1,540 | $0.22M | 0.1% | -15.2% | 0.003% | |
2/7/2024 | Smithfield Trust Co | 615 | $88K | 0.0% | N/A | 0.001% | |
2/7/2024 | Principal Securities Inc. | 4,298 | $0.62M | 0.0% | N/A | 0.008% | |
2/6/2024 | Barlow Wealth Partners Inc. | 1,459 | $0.21M | 0.0% | N/A | 0.003% | |
2/6/2024 | Charles Schwab Investment Advisory Inc. | 2,788 | $0.40M | 0.0% | +48.2% | 0.005% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 3,327,972 | $478.03M | 0.1% | -1.5% | 5.969% | |
2/6/2024 | Lincoln National Corp | 17,324 | $2.49M | 0.0% | +46.4% | 0.031% | |
2/6/2024 | Private Advisor Group LLC | 12,179 | $1.75M | 0.0% | -1.1% | 0.022% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 2,699 | $0.39M | 0.0% | N/A | 0.005% | |
2/6/2024 | Valley Brook Capital Group Inc. | 1,820 | $0.26M | 0.2% | N/A | 0.003% | |
2/6/2024 | Avidian Wealth Solutions LLC | 4,116 | $0.59M | 0.0% | +21.7% | 0.007% | |
2/6/2024 | Axxcess Wealth Management LLC | 2,333 | $0.34M | 0.0% | +13.5% | 0.004% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 10,726 | $1.54M | 0.0% | +2.9% | 0.019% | |
2/6/2024 | Commonwealth Equity Services LLC | 808,709 | $116.16M | 0.2% | -2.3% | 1.451% | |
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2/6/2024 | Fisher Asset Management LLC | 2,160 | $0.31M | 0.0% | -56.0% | 0.004% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 8,283 | $1.19M | 0.1% | +16.8% | 0.015% | |
2/6/2024 | Essex Financial Services Inc. | 3,817 | $0.55M | 0.1% | +7.5% | 0.007% | |
2/5/2024 | Sequent Asset Management LLC | 1,575 | $0.23M | 0.1% | N/A | 0.003% | |
2/5/2024 | Mission Wealth Management LP | 3,032 | $0.44M | 0.0% | -5.6% | 0.005% | |
2/5/2024 | Stonebridge Financial Planning Group LLC | 6,092 | $0.88M | 0.5% | -36.5% | 0.011% | |
2/5/2024 | Kestra Private Wealth Services LLC | 20,444 | $2.94M | 0.1% | +1.7% | 0.037% | |
2/5/2024 | Birchcreek Wealth Management LLC | 6,019 | $0.87M | 0.5% | -17.7% | 0.011% | |
2/5/2024 | Avaii Wealth Management LLC | 42,875 | $6.16M | 4.0% | +17.8% | 0.077% | |
2/5/2024 | Mather Group LLC. | 2,150 | $0.31M | 0.0% | +13.2% | 0.004% | |