9/14/2023 | IMS Capital Management | 2,146 | $0.23M | 0.1% | -11.7% | 0.003% | |
9/13/2023 | AWM Capital LLC | 5,634 | $0.60M | 0.1% | -28.2% | 0.008% | |
8/22/2023 | Idaho Trust Bank | 32,084 | $3.44M | 2.2% | N/A | 0.048% | |
8/22/2023 | Asset Dedication LLC | 57,197 | $6.12M | 0.5% | +2.4% | 0.086% | |
8/21/2023 | BOKF NA | 339,739 | $36.40M | 0.7% | -3.8% | 0.510% | |
8/21/2023 | Blue Edge Capital LLC | 108,452 | $11.62M | 2.3% | -0.3% | 0.163% | |
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8/21/2023 | Osaic Holdings Inc. | 325,406 | $34.87M | 0.1% | -14.5% | 0.489% | |
8/17/2023 | Vicus Capital | 11,456 | $1.23M | 0.1% | +13.9% | 0.017% | |
8/17/2023 | Imprint Wealth LLC | 76,328 | $7.63M | 0.3% | N/A | 0.115% | |
8/16/2023 | PCA Investment Advisory Services Inc. | 843 | $90K | 0.1% | N/A | 0.001% | |
8/16/2023 | Sunbelt Securities Inc. | 8,399 | $0.90M | 0.1% | +8.4% | 0.013% | |
8/15/2023 | Alliancebernstein L.P. | 5,407 | $0.58M | 0.0% | +1.8% | 0.008% | |
8/15/2023 | Equitable Holdings Inc. | 186,279 | $19.96M | 0.3% | +0.5% | 0.280% | |
8/15/2023 | Imprint Wealth LLC | 76,328 | $7.63M | 0.0% | N/A | 0.115% | |
8/15/2023 | Wells Fargo & Company MN | 4,193,507 | $449.25M | 0.1% | -9.5% | 6.297% | |
8/15/2023 | EPG Wealth Management LLC | 4,162 | $0.45M | 0.1% | -8.4% | 0.006% | |
8/15/2023 | Moneta Group Investment Advisors LLC | 54,905 | $5.88M | 0.1% | +23.7% | 0.082% | |
8/15/2023 | First Citizens Bank & Trust Co. | 8,604 | $0.92M | 0.0% | -7.5% | 0.013% | |
8/15/2023 | IHT Wealth Management LLC | 3,511 | $0.38M | 0.0% | +11.2% | 0.005% | |
8/15/2023 | Trail Ridge Investment Advisors LLC | 27,471 | $2.94M | 1.8% | -0.4% | 0.041% | |
8/15/2023 | Goldman Sachs Group Inc. | 27,683 | $2.97M | 0.0% | -58.7% | 0.042% | |
8/15/2023 | Wealthsource Partners LLC | 2,847 | $0.31M | 0.0% | -7.2% | 0.004% | |
8/15/2023 | Belpointe Asset Management LLC | 19,324 | $2.07M | 0.2% | +9.8% | 0.029% | |
8/15/2023 | Laurel Wealth Advisors LLC | 1,015 | $0.11M | 0.0% | -37.2% | 0.002% | |
8/15/2023 | Harbour Investments Inc. | 2,174 | $0.23M | 0.0% | +16.4% | 0.003% | |
8/15/2023 | Waverly Advisors LLC | 10,505 | $1.13M | 0.0% | -2.1% | 0.016% | |
8/15/2023 | Captrust Financial Advisors | 57,558 | $6.17M | 0.0% | -4.9% | 0.086% | |
8/15/2023 | Royal Bank of Canada | 487,963 | $52.28M | 0.0% | +2.9% | 0.733% | |
8/15/2023 | Rockefeller Capital Management L.P. | 191,061 | $20.47M | 0.1% | +12.2% | 0.287% | |
8/15/2023 | SRS Capital Advisors Inc. | 96,826 | $10.37M | 1.3% | +502.5% | 0.145% | |
8/15/2023 | Stifel Financial Corp | 212,364 | $22.75M | 0.0% | +16.9% | 0.319% | |
8/15/2023 | HMS Capital Management LLC | 2,124 | $0.23M | 0.1% | -31.8% | 0.003% | |
8/15/2023 | Balentine LLC | 854 | $91K | 0.0% | +14.6% | 0.001% | |
8/15/2023 | Beacon Pointe Advisors LLC | 5,194 | $0.56M | 0.0% | -17.9% | 0.008% | |
8/15/2023 | Broadview Financial Management LLC | 45,992 | $4.93M | 4.2% | +0.4% | 0.069% | |
8/15/2023 | Citadel Advisors LLC | 41,477 | $4.44M | 0.0% | -18.5% | 0.062% | |
8/15/2023 | Cadence Bank | 6,037 | $0.65M | 0.1% | -3.9% | 0.009% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 73,520 | $7.88M | 0.0% | +4.6% | 0.110% | |
8/14/2023 | United Capital Financial Advisers LLC | 12,210 | $1.31M | 0.0% | -1.8% | 0.018% | |
8/14/2023 | Chilton Capital Management LLC | 300 | $32K | 0.0% | N/A | 0.000% | |
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8/14/2023 | IFP Advisors Inc | 4,319 | $0.46M | 0.0% | -28.3% | 0.006% | |
8/14/2023 | Resurgent Financial Advisors LLC | 609 | $65K | 0.0% | N/A | 0.001% | |
8/14/2023 | Tower Research Capital LLC TRC | 15,267 | $1.64M | 0.1% | -9.2% | 0.023% | |
8/14/2023 | Two Sigma Securities LLC | 2,116 | $0.23M | 0.0% | -43.4% | 0.003% | |
8/14/2023 | MML Investors Services LLC | 68,956 | $7.39M | 0.0% | +23.8% | 0.104% | |
8/14/2023 | American Trust | 16,980 | $1.82M | 0.1% | -0.6% | 0.025% | |
8/14/2023 | Bleakley Financial Group LLC | 41,272 | $4.42M | 0.1% | -1.2% | 0.062% | |
8/14/2023 | Union Savings Bank | 490 | $55K | 0.0% | N/A | 0.001% | |
8/14/2023 | Asset Management Group Inc. | 90,189 | $9.66M | 2.1% | -0.8% | 0.135% | |
8/14/2023 | Thrivent Financial for Lutherans | 19,605 | $2.10M | 0.0% | -89.6% | 0.029% | |
8/14/2023 | Cerity Partners LLC | 273,078 | $29.26M | 0.1% | -46.8% | 0.410% | |
8/11/2023 | Bryn Mawr Capital Management LLC | 41,323 | $4.43M | 0.4% | -9.6% | 0.062% | |
8/11/2023 | Tiemann Investment Advisors LLC | 20,318 | $2.18M | 1.1% | +4.6% | 0.030% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 6,325 | $0.68M | 0.0% | -80.5% | 0.009% | |
8/11/2023 | Cibc World Market Inc. | 53,121 | $5.69M | 0.0% | +1.7% | 0.079% | |
8/11/2023 | Baird Financial Group Inc. | 349,197 | $37.41M | 0.1% | +0.2% | 0.521% | |
8/11/2023 | BlackRock Inc. | 2,913 | $0.31M | 0.0% | -22.1% | 0.004% | |
8/11/2023 | Buckingham Strategic Wealth LLC | 21,032 | $2.25M | 0.0% | -2.2% | 0.031% | |
8/11/2023 | Kestra Advisory Services LLC | 71,411 | $7.65M | 0.1% | -33.6% | 0.107% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 816,187 | $87.44M | 0.2% | +0.2% | 1.217% | |
8/11/2023 | Franklin Resources Inc. | 6,184 | $0.66M | 0.0% | -2.6% | 0.009% | |
8/11/2023 | First Citizens Asset Management Inc. | 5,016 | $0.54M | 0.2% | +12.0% | 0.007% | |
8/11/2023 | Flaharty Asset Management LLC | 87,426 | $9.37M | 1.6% | -48.2% | 0.130% | |
8/11/2023 | D.A. Davidson & CO. | 864,862 | $92.65M | 1.0% | +3.1% | 1.290% | |
8/11/2023 | JPMorgan Chase & Co. | 295,705 | $31.68M | 0.0% | +2.0% | 0.441% | |
8/11/2023 | PNC Financial Services Group Inc. | 1,358,865 | $145.58M | 0.1% | +1.7% | 2.027% | |
8/11/2023 | Northern Trust Corp | 669,135 | $71.68M | 0.0% | -1.2% | 0.998% | |
8/10/2023 | Osaic Holdings Inc. | 355,122 | $34.84M | 0.1% | -6.6% | 0.530% | |
8/10/2023 | Davis R M Inc. | 1,923 | $0.21M | 0.0% | N/A | 0.003% | |
8/10/2023 | Commonwealth Equity Services LLC | 529,120 | $56.69M | 0.1% | +118.9% | 0.789% | |
8/10/2023 | Ground Swell Capital LLC | 6,808 | $0.73M | 1.8% | N/A | 0.010% | |
8/10/2023 | Hirtle Callaghan & Co LLC | 17,851 | $1.91M | 0.1% | +94.0% | 0.027% | |
8/10/2023 | Ruggaard & Associates LLC | 1,942 | $0.21M | 0.1% | N/A | 0.003% | |
8/10/2023 | Thompson Siegel & Walmsley LLC | 1,998 | $0.21M | 0.0% | +58.8% | 0.003% | |
8/10/2023 | Great Lakes Advisors LLC | 71,184 | $7.63M | 0.1% | +1.3% | 0.106% | |
8/10/2023 | Heron Financial Group LLC | 74,264 | $7.96M | 4.3% | -4.4% | 0.111% | |
8/10/2023 | Russell Investments Group Ltd. | 1,030 | $0.11M | 0.0% | N/A | 0.002% | |
8/10/2023 | National Wealth Management Group LLC | 7,875 | $0.86M | 0.9% | N/A | 0.012% | |
8/10/2023 | US Bancorp DE | 95,897 | $10.27M | 0.0% | -2.7% | 0.143% | |
8/10/2023 | Private Advisor Group LLC | 41,036 | $4.45M | 0.0% | -34.8% | 0.061% | |
8/10/2023 | Nwam LLC | 9,197 | $0.99M | 0.1% | +140.6% | 0.014% | |
8/10/2023 | Cetera Advisors LLC | 5,071 | $0.54M | 0.0% | +3.6% | 0.008% | |
8/10/2023 | King Wealth | 40,820 | $4.37M | 0.9% | -3.7% | 0.061% | |
8/10/2023 | Cetera Advisor Networks LLC | 70,289 | $7.53M | 0.1% | -31.2% | 0.105% | |
8/10/2023 | Wintrust Investments LLC | 15,200 | $1.63M | 0.2% | -3.6% | 0.023% | |
8/10/2023 | Oxler Private Wealth LLC | 22,701 | $2.43M | 1.2% | -37.2% | 0.034% | |
8/10/2023 | Citigroup Inc. | 10,203 | $1.09M | 0.0% | +6.8% | 0.015% | |
8/10/2023 | Cetera Investment Advisers | 74,525 | $7.98M | 0.1% | -20.4% | 0.111% | |
8/9/2023 | Spire Wealth Management | 27,489 | $2.95M | 0.1% | +19.0% | 0.041% | |
8/9/2023 | Flow Traders U.S. LLC | 7,630 | $0.82M | 0.0% | N/A | 0.011% | |
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8/9/2023 | Alesco Advisors LLC | 233,621 | $25.03M | 0.9% | -1.2% | 0.348% | |
8/9/2023 | Lido Advisors LLC | 282,946 | $30.31M | 0.2% | +4.3% | 0.422% | |
8/9/2023 | River Wealth Advisors LLC | 34,397 | $3.69M | 0.6% | -1.8% | 0.051% | |
8/9/2023 | Coastal Investment Advisors Inc. | 728 | $78K | 0.0% | N/A | 0.001% | |
8/9/2023 | Kalos Management Inc. | 13,549 | $1.45M | 3.1% | +1.5% | 0.020% | |
8/9/2023 | Soltis Investment Advisors LLC | 28,125 | $3.01M | 0.4% | +1.7% | 0.042% | |
8/8/2023 | Synovus Financial Corp | 6,108 | $0.65M | 0.0% | -5.6% | 0.009% | |
8/8/2023 | Cosner Financial Group LLC | 38,734 | $4.15M | 3.4% | N/A | 0.058% | |
8/8/2023 | FORVIS Wealth Advisors LLC | 2,277 | $0.24M | 0.0% | -6.8% | 0.003% | |
8/8/2023 | Bradley Foster & Sargent Inc. CT | 3,999 | $0.43M | 0.0% | +11.2% | 0.006% | |