3/10/2023 | Victory Capital Management Inc. | 334,113 | $19.05M | 0.0% | N/A | 0.526% | |
3/6/2023 | Rockefeller Capital Management L.P. | 7,478 | $0.43M | 0.0% | +8.4% | 0.012% | |
3/1/2023 | Regal Investment Advisors LLC | 34,740 | $1.98M | 0.2% | -4.8% | 0.055% | |
2/21/2023 | Macquarie Group Ltd. | 13,291 | $0.76M | 0.0% | -25.7% | 0.021% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 25,646 | $1.46M | 0.0% | +3.9% | 0.040% | |
2/16/2023 | Alliancebernstein L.P. | 521,516 | $29.74M | 0.0% | +11.5% | 0.820% | |
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2/16/2023 | CreativeOne Wealth LLC | 4,105 | $0.23M | 0.0% | N/A | 0.006% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 18,649 | $1.06M | 0.0% | +1.3% | 0.029% | |
2/15/2023 | CI Private Wealth LLC | 5,647 | $0.32M | 0.0% | N/A | 0.009% | |
2/15/2023 | Fort Sheridan Advisors LLC | 16,317 | $0.93M | 0.3% | +2.2% | 0.026% | |
2/15/2023 | Captrust Financial Advisors | 308,112 | $17.57M | 0.1% | +4.2% | 0.485% | |
2/15/2023 | Claraphi Advisory Network LLC | 23,036 | $1.31M | 0.5% | N/A | 0.036% | |
2/15/2023 | 1832 Asset Management L.P. | 403,274 | $23M | 0.0% | N/A | 0.634% | |
2/15/2023 | Cahill Financial Advisors Inc. | 63,907 | $3.64M | 0.7% | -4.2% | 0.101% | |
2/15/2023 | Cerity Partners LLC | 81,645 | $4.66M | 0.0% | +11.3% | 0.128% | |
2/15/2023 | Shepherd Kaplan Krochuk LLC | 9,662 | $0.55M | 0.3% | N/A | 0.015% | |
2/15/2023 | Money Concepts Capital Corp | 1,197 | $68K | 0.0% | N/A | 0.002% | |
2/15/2023 | Morgan Stanley | 1,133,556 | $64.64M | 0.0% | -13.6% | 1.783% | |
2/15/2023 | Mangham Associates LLC | 8,749 | $0.50M | 0.7% | -39.0% | 0.014% | |
2/15/2023 | Mariner LLC | 71,210 | $4.06M | 0.0% | +116.7% | 0.112% | |
2/15/2023 | Equitable Holdings Inc. | 5,415 | $0.31M | 0.0% | +28.7% | 0.009% | |
2/15/2023 | First Capital Advisors Group LLC. | 17,374 | $0.99M | 0.7% | N/A | 0.027% | |
2/14/2023 | Oxford Financial Group Ltd. | 67,205 | $3.83M | 0.4% | +75.8% | 0.106% | |
2/14/2023 | Bristlecone Advisors LLC | 28,787 | $1.64M | 0.2% | +7.0% | 0.045% | |
2/14/2023 | United Bank | 14,307 | $0.82M | 0.1% | -19.6% | 0.023% | |
2/14/2023 | Interchange Capital Partners LLC | 5,949 | $0.34M | 0.3% | -6.3% | 0.009% | |
2/14/2023 | Cetera Advisor Networks LLC | 8,410 | $0.48M | 0.0% | N/A | 0.013% | |
2/14/2023 | Cetera Investment Advisers | 27,498 | $1.57M | 0.0% | +242.0% | 0.043% | |
2/14/2023 | Cetera Advisors LLC | 5,442 | $0.31M | 0.0% | N/A | 0.009% | |
2/13/2023 | Moran Wealth Management LLC | 168,647 | $9.62M | 0.4% | N/A | 0.265% | |
2/13/2023 | First Republic Investment Management Inc. | 211,020 | $12.03M | 0.0% | +24.8% | 0.332% | |
2/13/2023 | Charles Schwab Investment Management Inc. | 5,704,547 | $325.27M | 0.1% | +17.4% | 8.972% | |
2/13/2023 | Deutsche Bank AG | 91,508 | $5.22M | 0.0% | +20,888.1% | 0.144% | |
2/13/2023 | Baird Financial Group Inc. | 23,048 | $1.31M | 0.0% | -46.7% | 0.036% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 5,920 | $0.34M | 0.0% | -51.1% | 0.009% | |
2/13/2023 | Schechter Investment Advisors LLC | 52,018 | $2.97M | 0.3% | -14.3% | 0.082% | |
2/13/2023 | Bessemer Group Inc. | 2,381,204 | $135.78M | 0.3% | +1.6% | 3.745% | |
2/13/2023 | Wells Fargo & Company MN | 384,123 | $21.90M | 0.0% | +15.3% | 0.604% | |
2/13/2023 | Blue Edge Capital LLC | 45,904 | $2.62M | 0.6% | +4.9% | 0.072% | |
2/13/2023 | JPMorgan Chase & Co. | 687,830 | $39.22M | 0.0% | +2.2% | 1.082% | |
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2/13/2023 | M&T Bank Corp | 335,035 | $11.98M | 0.0% | +168.3% | 0.527% | |
2/13/2023 | Hollow Brook Wealth Management LLC | 3,551 | $0.20M | 0.1% | -35.5% | 0.006% | |
2/10/2023 | Bank of America Corp DE | 4,175,206 | $238.07M | 0.0% | -5.1% | 6.567% | |
2/10/2023 | Creative Planning | 5,202 | $0.30M | 0.0% | N/A | 0.008% | |
2/10/2023 | WESCAP Management Group Inc. | 155,225 | $8.85M | 3.1% | -4.2% | 0.244% | |
2/10/2023 | Evoke Wealth LLC | 7,159 | $0.41M | 0.0% | +62.0% | 0.011% | |
2/10/2023 | Sequoia Financial Advisors LLC | 18,374 | $1.05M | 0.0% | +110.2% | 0.029% | |
2/10/2023 | Victory Capital Management Inc. | 334,113 | $19.05M | 0.0% | N/A | 0.526% | |
2/10/2023 | Coastal Investment Advisors Inc. | 11,377 | $0.65M | 0.2% | -3.0% | 0.018% | |
2/10/2023 | CoreCap Advisors LLC | 2,341 | $0.13M | 0.0% | N/A | 0.004% | |
2/10/2023 | Advisor Group Holdings Inc. | 49,804 | $2.84M | 0.0% | +42.7% | 0.078% | |
2/10/2023 | SVB Wealth LLC | 25,838 | $1.47M | 0.0% | +6.5% | 0.041% | |
2/10/2023 | Financial Insights Inc. | 6,024 | $0.34M | 0.2% | N/A | 0.009% | |
2/10/2023 | Blair William & Co. IL | 9,218 | $0.53M | 0.0% | -38.0% | 0.014% | |
2/10/2023 | Tempus Wealth Planning LLC | 18,309 | $1.04M | 0.6% | -20.7% | 0.029% | |
2/10/2023 | Capital Advisors Wealth Management LLC | 109,027 | $6.22M | 1.9% | +16.6% | 0.171% | |
2/9/2023 | Victory Capital Management Inc. | 297,628 | $18.26M | 0.0% | N/A | 0.468% | |
2/9/2023 | Principal Financial Group Inc. | 323,214 | $18.43M | 0.0% | -41.2% | 0.508% | |
2/9/2023 | Nicolet Advisory Services LLC | 11,809 | $0.70M | 0.1% | -9.0% | 0.019% | |
2/9/2023 | Citigroup Inc. | 85,185 | $4.86M | 0.0% | -22.3% | 0.134% | |
2/9/2023 | HighTower Advisors LLC | 7,627 | $0.44M | 0.0% | +49.3% | 0.012% | |
2/9/2023 | Advisors Preferred LLC | 842 | $47K | 0.0% | -29.1% | 0.001% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 78,612 | $4.48M | 0.0% | -19.4% | 0.124% | |
2/8/2023 | Raymond James & Associates | 409,768 | $23.37M | 0.0% | +6.8% | 0.644% | |
2/8/2023 | Hudock Inc. | 10,892 | $0.62M | 0.2% | -24.6% | 0.017% | |
2/8/2023 | UBS Group AG | 333,750 | $19.03M | 0.0% | +4.7% | 0.525% | |
2/8/2023 | Palisades Hudson Asset Management L.P. | 67,387 | $3.84M | 2.1% | -6.0% | 0.106% | |
2/8/2023 | Duff & Phelps Investment Management Co. | 40,850 | $2.33M | 0.0% | -18.4% | 0.064% | |
2/8/2023 | Capital Analysts LLC | 2,343 | $0.13M | 0.0% | N/A | 0.004% | |
2/8/2023 | Anson Capital Inc. | 45,032 | $2.57M | 3.4% | +14.0% | 0.071% | |
2/8/2023 | Dakota Wealth Management | 181,855 | $10.37M | 0.7% | +12.8% | 0.286% | |
2/7/2023 | Insight 2811 Inc. | 6,995 | $0.40M | 0.2% | -7.3% | 0.011% | |
2/7/2023 | Summit Financial LLC | 63,927 | $3.65M | 0.3% | +3.6% | 0.101% | |
2/7/2023 | LPL Financial LLC | 417,342 | $23.80M | 0.0% | -0.7% | 0.656% | |
2/7/2023 | Brio Consultants LLC | 10,981 | $0.63M | 0.1% | +6.4% | 0.017% | |
2/7/2023 | Envestnet Asset Management Inc. | 647,359 | $36.91M | 0.0% | +12.8% | 1.018% | |
2/7/2023 | JNBA Financial Advisors | 200,750 | $11.45M | 1.6% | -1.3% | 0.316% | |
2/7/2023 | Valmark Advisers Inc. | 87,579 | $4.99M | 0.1% | -2.9% | 0.138% | |
2/7/2023 | Navalign LLC | 19,547 | $1.12M | 0.5% | -15.5% | 0.031% | |
2/6/2023 | Parallel Advisors LLC | 3,063 | $0.18M | 0.0% | -53.6% | 0.005% | |
2/6/2023 | New England Capital Financial Advisors LLC | 651 | $40K | 0.0% | N/A | 0.001% | |
2/6/2023 | Eagle Strategies LLC | 4,977 | $0.28M | 0.1% | N/A | 0.008% | |
2/3/2023 | D.A. Davidson & CO. | 54,108 | $3.09M | 0.0% | +0.6% | 0.085% | |
2/3/2023 | CX Institutional | 18,072 | $1.03M | 0.1% | +1.9% | 0.028% | |
2/2/2023 | Silver Oak Securities Incorporated | 13,792 | $0.79M | 0.1% | N/A | 0.022% | |
2/1/2023 | Bank of Montreal Can | 3,000,323 | $171.92M | 0.1% | -0.2% | 4.719% | |
2/1/2023 | Warren Street Wealth Advisors LLC | 100,221 | $5.72M | 4.6% | -16.3% | 0.158% | |
2/1/2023 | Great Diamond Partners LLC | 110,662 | $6.31M | 1.9% | -5.5% | 0.174% | |
2/1/2023 | Capital Directions Investment Advisors LLC | 1,554 | $89K | 0.0% | N/A | 0.002% | |
2/1/2023 | Sendero Wealth Management LLC | 367,832 | $20.97M | 7.5% | +5.7% | 0.579% | |
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2/1/2023 | Janney Montgomery Scott LLC | 12,941 | $0.74M | 0.0% | +117.2% | 0.020% | |
2/1/2023 | Sage Rhino Capital LLC | 20,319 | $1.16M | 0.4% | -5.4% | 0.032% | |
1/31/2023 | Venturi Wealth Management LLC | 6,020 | $0.34M | 0.0% | +5.6% | 0.009% | |
1/31/2023 | RE Dickinson Investment Advisors LLC | 740 | $42K | 0.0% | N/A | 0.001% | |
1/31/2023 | Geneos Wealth Management Inc. | 2,873 | $0.16M | 0.0% | -13.6% | 0.005% | |
1/30/2023 | TKG Advisors LLC | 5,493 | $0.31M | 0.2% | N/A | 0.009% | |
1/27/2023 | Patron Partners LLC | 6,021 | $0.34M | 0.3% | -4.2% | 0.009% | |
1/27/2023 | Financial Guidance Group Inc. | 73,916 | $4.22M | 3.4% | -4.6% | 0.116% | |
1/26/2023 | Sterling Investment Advisors LLC ADV | 89,462 | $5.10M | 3.5% | -2.9% | 0.141% | |
1/26/2023 | Archford Capital Strategies LLC | 39,643 | $2.26M | 0.5% | +3.6% | 0.062% | |