9/26/2023 | M Holdings Securities Inc. | 800 | $0.21M | 0.0% | -94.3% | 0.000% | |
9/21/2023 | Halpern Financial Inc. | 31,918 | $8.35M | 2.9% | -26.5% | 0.012% | |
9/21/2023 | Baystate Wealth Management LLC | 1,562 | $0.41M | 0.0% | +6.7% | 0.001% | |
9/18/2023 | Cape ANN Savings Bank | 62,752 | $16.41M | 10.9% | -1.0% | 0.023% | |
9/15/2023 | CJM Wealth Advisers Ltd. | 111,542 | $29.17M | 14.8% | -0.5% | 0.040% | |
9/14/2023 | IMS Capital Management | 1,690 | $0.44M | 0.2% | +12.4% | 0.001% | |
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9/12/2023 | Farther Finance Advisors LLC | 8,581 | $2.24M | 0.5% | +32.4% | 0.003% | |
9/12/2023 | Prosperity Wealth Management Inc. | 2,389 | $0.63M | 0.4% | -28.6% | 0.001% | |
9/7/2023 | ST Germain D J Co. Inc. | 707 | $0.19M | 0.0% | N/A | 0.000% | |
9/7/2023 | Strategic Financial Concepts LLC | 17,505 | $4.58M | 1.7% | -13.5% | 0.006% | |
9/1/2023 | Portside Wealth Group LLC | 6,870 | $1.80M | 0.1% | N/A | 0.002% | |
9/1/2023 | Manhattan West Asset Management LLC | 15,509 | $4.06M | 1.5% | +41.5% | 0.006% | |
8/30/2023 | Chapin Davis Inc. | 5,272 | $1.38M | 0.7% | -1.9% | 0.002% | |
8/30/2023 | Western Wealth Management LLC | 41,090 | $10.74M | 0.9% | -3.5% | 0.015% | |
8/28/2023 | DT Investment Partners LLC | 108,603 | $29.51M | 3.4% | +2.6% | 0.039% | |
8/28/2023 | Lavaca Capital LLC | 990 | $0.26M | 0.1% | +5.2% | 0.000% | |
8/24/2023 | ProVise Management Group LLC | 20,935 | $5.47M | 0.5% | -5.2% | 0.008% | |
8/24/2023 | Invictus Private Wealth LLC | 4,568 | $1.19M | 0.1% | +27.8% | 0.002% | |
8/24/2023 | Arlington Capital Management Inc. | 1,347 | $0.35M | 0.3% | -52.8% | 0.000% | |
8/23/2023 | Stonebridge Capital Advisors LLC | 782 | $0.20M | 0.0% | -12.8% | 0.000% | |
8/23/2023 | Headinvest LLC | 12,842 | $3.41M | 0.7% | -0.7% | 0.005% | |
8/23/2023 | Rehmann Capital Advisory Group | 35,686 | $9.33M | 0.8% | +3.9% | 0.013% | |
8/23/2023 | Rappaport Reiches Capital Management LLC | 1,477 | $0.39M | 0.2% | +3.7% | 0.001% | |
8/22/2023 | Idaho Trust Bank | 22,147 | $5.79M | 3.6% | N/A | 0.008% | |
8/22/2023 | Asset Dedication LLC | 1,233 | $0.32M | 0.0% | +7.7% | 0.000% | |
8/21/2023 | BOKF NA | 325,017 | $84.99M | 1.7% | -4.5% | 0.118% | |
8/21/2023 | Vestor Capital LLC | 16,594 | $4.34M | 0.5% | +3.1% | 0.006% | |
8/21/2023 | Osaic Holdings Inc. | 652,324 | $170.69M | 0.3% | -0.9% | 0.236% | |
8/18/2023 | Elevated Capital Advisors LLC | 784 | $0.21M | 0.1% | N/A | 0.000% | |
8/17/2023 | Vicus Capital | 259,190 | $67.77M | 7.0% | -0.3% | 0.094% | |
8/17/2023 | Orion Portfolio Solutions LLC | 60,132 | $15.72M | 0.2% | +52.9% | 0.022% | |
8/17/2023 | Coppell Advisory Solutions LLC | 325 | $84K | 0.0% | N/A | 0.000% | |
8/17/2023 | Imprint Wealth LLC | 15,436 | $1.54M | 0.1% | N/A | 0.006% | |
8/16/2023 | Vestor Capital LLC | 1,596 | $0.42M | 0.0% | -90.1% | 0.001% | |
8/16/2023 | Resources Management Corp CT ADV | 411 | $0.11M | 0.0% | +37.0% | 0.000% | |
8/16/2023 | CreativeOne Wealth LLC | 19,234 | $5.03M | 0.2% | +1.2% | 0.007% | |
8/16/2023 | PCA Investment Advisory Services Inc. | 24,364 | $6.37M | 3.8% | -6.4% | 0.009% | |
8/16/2023 | Sunbelt Securities Inc. | 3,237 | $0.85M | 0.1% | +27.1% | 0.001% | |
8/16/2023 | GTS Securities LLC | 22,605 | $5.91M | 0.2% | N/A | 0.008% | |
8/15/2023 | Alliancebernstein L.P. | 87,637 | $22.92M | 0.0% | -5.8% | 0.032% | |
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8/15/2023 | Equitable Holdings Inc. | 164,853 | $43.11M | 0.6% | +11.0% | 0.060% | |
8/15/2023 | High Falls Advisors Inc | 2,155 | $0.56M | 0.2% | -6.1% | 0.001% | |
8/15/2023 | Imprint Wealth LLC | 15,436 | $1.54M | 0.0% | N/A | 0.006% | |
8/15/2023 | Objective Capital Management LLC | 7,548 | $1.97M | 1.7% | -2.7% | 0.003% | |
8/15/2023 | IMA Wealth Inc. | 1,647 | $0.43M | 0.1% | -6.8% | 0.001% | |
8/15/2023 | Jaffetilchin Investment Partners LLC | 11,945 | $3.12M | 0.3% | +0.3% | 0.004% | |
8/15/2023 | Girard Partners LTD. | 2,111 | $0.55M | 0.1% | -17.9% | 0.001% | |
8/15/2023 | Cape Cod Five Cents Savings Bank | 230,778 | $60.34M | 6.3% | +2.4% | 0.084% | |
8/15/2023 | EPG Wealth Management LLC | 22,358 | $5.85M | 1.7% | -1.2% | 0.008% | |
8/15/2023 | Fairfield Bush & CO. | 576 | $0.15M | 0.0% | -30.7% | 0.000% | |
8/15/2023 | Arvest Trust Co. N A | 8,698 | $2.37M | 0.1% | +8.3% | 0.003% | |
8/15/2023 | Cornerstone Planning Group LLC | 736 | $0.19M | 0.1% | N/A | 0.000% | |
8/15/2023 | Natixis Advisors L.P. | 291,653 | $76.26M | 0.2% | -28.6% | 0.106% | |
8/15/2023 | Retirement Group LLC | 2,221 | $0.58M | 0.2% | +2.1% | 0.001% | |
8/15/2023 | Moneta Group Investment Advisors LLC | 169,598 | $44.35M | 1.0% | +12.7% | 0.061% | |
8/15/2023 | Integrated Wealth Concepts LLC | 177,407 | $46.39M | 0.8% | +36.6% | 0.064% | |
8/15/2023 | Blueprint Investment Partners LLC | 2,531 | $0.66M | 0.2% | -64.1% | 0.001% | |
8/15/2023 | Dana Investment Advisors Inc. | 3,193 | $0.84M | 0.0% | -13.4% | 0.001% | |
8/15/2023 | Formidable Asset Management LLC | 852 | $0.22M | 0.0% | N/A | 0.000% | |
8/15/2023 | Crestwood Advisors Group LLC | 10,547 | $2.76M | 0.1% | +4.2% | 0.004% | |
8/15/2023 | Raymond James Trust N.A. | 62,908 | $16.45M | 0.5% | +4.7% | 0.023% | |
8/15/2023 | First Citizens Bank & Trust Co. | 32,159 | $8.41M | 0.2% | +7.7% | 0.012% | |
8/15/2023 | Benjamin F. Edwards & Company Inc. | 6,723 | $1.76M | 0.1% | +2.2% | 0.002% | |
8/15/2023 | Fishman Jay A Ltd. MI | 3,243 | $0.85M | 0.1% | -4.1% | 0.001% | |
8/15/2023 | Colony Group LLC | 119,994 | $31.38M | 0.4% | +0.1% | 0.043% | |
8/15/2023 | IHT Wealth Management LLC | 15,365 | $4.02M | 0.2% | -0.5% | 0.006% | |
8/15/2023 | Centaurus Financial Inc. | 37,032 | $9.68M | 0.8% | +0.2% | 0.013% | |
8/15/2023 | Wealth Dimensions Group Ltd. | 2,528 | $0.66M | 0.2% | -1.8% | 0.001% | |
8/15/2023 | Arkos Global Advisors | 29,226 | $7.64M | 1.5% | +33.4% | 0.011% | |
8/15/2023 | Goldman Sachs Group Inc. | 2,059,766 | $538.59M | 0.1% | +1.0% | 0.746% | |
8/15/2023 | Wealthsource Partners LLC | 6,798 | $1.78M | 0.1% | +1.8% | 0.002% | |
8/15/2023 | Gries Financial LLC | 17,831 | $4.66M | 1.3% | +1.2% | 0.006% | |
8/15/2023 | Belpointe Asset Management LLC | 9,875 | $2.58M | 0.3% | -17.6% | 0.004% | |
8/15/2023 | Ambassador Advisors LLC | 1,228 | $0.33M | 0.1% | -20.4% | 0.000% | |
8/15/2023 | HWG Holdings LP | 5,351 | $1.40M | 0.6% | -92.0% | 0.002% | |
8/15/2023 | Laurel Wealth Advisors LLC | 4,131 | $1.08M | 0.2% | -5.5% | 0.001% | |
8/15/2023 | Fortis Capital Advisors LLC | 1,380 | $0.36M | 0.2% | -37.5% | 0.000% | |
8/15/2023 | Zacks Investment Management | 35,968 | $9.41M | 0.1% | -15.9% | 0.013% | |
8/15/2023 | First National Bank of Omaha | 20,893 | $5.46M | 0.3% | -3.5% | 0.008% | |
8/15/2023 | Connors Investor Services Inc. | 2,317 | $0.61M | 0.1% | N/A | 0.001% | |
8/15/2023 | Harbour Investments Inc. | 20,541 | $5.37M | 0.3% | +0.5% | 0.007% | |
8/15/2023 | Waverly Advisors LLC | 8,552 | $2.24M | 0.1% | +14.3% | 0.003% | |
8/15/2023 | Captrust Financial Advisors | 327,021 | $84.11M | 0.3% | -3.4% | 0.118% | |
8/15/2023 | MMA Asset Management LLC | 6,912 | $1.81M | 1.1% | +9.5% | 0.003% | |
8/15/2023 | Tyler Stone Wealth Management | 2,122 | $0.56M | 0.3% | N/A | 0.001% | |
8/15/2023 | Lazard Asset Management LLC | 137,690 | $36M | 0.0% | -2.4% | 0.050% | |
8/15/2023 | Pointe Capital Management LLC | 3,240 | $0.85M | 0.6% | -2.4% | 0.001% | |
8/15/2023 | Private Capital Management LLC | 8,076 | $2.11M | 0.3% | +16.6% | 0.003% | |
8/15/2023 | Private Portfolio Partners LLC | 7,411 | $1.94M | 0.5% | +1.9% | 0.003% | |
8/15/2023 | Royal Bank of Canada | 4,008,297 | $1.05B | 0.3% | +5.9% | 1.452% | |
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8/15/2023 | Rockefeller Capital Management L.P. | 345,637 | $90.38M | 0.4% | +15.0% | 0.125% | |
8/15/2023 | STAR Financial Bank | 34,085 | $8.91M | 8.3% | +0.8% | 0.012% | |
8/15/2023 | Stifel Financial Corp | 570,659 | $149.22M | 0.2% | +1.0% | 0.207% | |
8/15/2023 | Hilltop Holdings Inc. | 13,078 | $3.42M | 0.4% | -64.3% | 0.005% | |
8/15/2023 | Horizon Investments LLC | 162,656 | $42.53M | 1.2% | -49.5% | 0.059% | |
8/15/2023 | Insigneo Advisory Services LLC | 968 | $0.25M | 0.0% | N/A | 0.000% | |
8/15/2023 | Invenio Wealth Partners LLC | 4,280 | $1.12M | 1.3% | N/A | 0.002% | |
8/15/2023 | Journey Strategic Wealth LLC | 200,007 | $52.30M | 2.4% | -1.1% | 0.072% | |
8/15/2023 | JT Stratford LLC | 1,267 | $0.33M | 0.1% | +7.6% | 0.000% | |
8/15/2023 | Kenfarb & CO. | 632 | $0.17M | 0.1% | -30.9% | 0.000% | |