3/22/2023 | Campion Asset Management | 14,492 | $1.32M | 1.3% | +7.4% | 0.019% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 41,055 | $3.75M | 0.1% | +11.3% | 0.055% | |
3/13/2023 | Claro Advisors LLC | 8,101 | $0.74M | 0.2% | +1.7% | 0.011% | |
3/10/2023 | Financial Alternatives Inc | 5,970 | $0.55M | 0.5% | N/A | 0.008% | |
3/6/2023 | Rockefeller Capital Management L.P. | 65,456 | $5.98M | 0.0% | +2.0% | 0.087% | |
3/1/2023 | Willow Creek Wealth Management Inc. | 9,813 | $0.90M | 0.1% | -1.0% | 0.013% | |
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2/28/2023 | Mezzasalma Advisors LLC | 2,204 | $0.20M | 0.2% | N/A | 0.003% | |
2/27/2023 | Gallagher Benefit Services Inc. | 3,103 | $0.28M | 0.1% | N/A | 0.004% | |
2/27/2023 | Kalos Management Inc. | 9,661 | $0.88M | 2.0% | +47.2% | 0.013% | |
2/24/2023 | SRS Capital Advisors Inc. | 236,971 | $21.64M | 3.0% | N/A | 0.316% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 664,611 | $60.69M | 0.1% | +6.1% | 0.887% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 41,325 | $3.77M | 0.1% | +12.0% | 0.055% | |
2/17/2023 | Truist Financial Corp | 856,151 | $78.18M | 0.1% | +1.0% | 1.143% | |
2/16/2023 | GHP Investment Advisors Inc. | 225,057 | $20.55M | 1.4% | -2.0% | 0.300% | |
2/16/2023 | American Trust | 4,914 | $0.45M | 0.0% | N/A | 0.007% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 1,582 | $8.52M | 0.2% | -98.0% | 0.002% | |
2/16/2023 | Alliancebernstein L.P. | 10,463 | $0.96M | 0.0% | +5.8% | 0.014% | |
2/16/2023 | Financial Advocates Investment Management | 72,881 | $3.03M | 0.2% | +453.5% | 0.097% | |
2/16/2023 | Pacific Financial Group Inc. | 16,830 | $1.54M | 1.2% | +6.5% | 0.022% | |
2/16/2023 | Personal Capital Advisors Corp | 2,473 | $0.23M | 0.0% | N/A | 0.003% | |
2/16/2023 | Probity Advisors Inc. | 295,447 | $26.98M | 6.1% | +0.4% | 0.394% | |
2/16/2023 | Resurgent Financial Advisors LLC | 11,131 | $1.02M | 0.5% | +5.8% | 0.015% | |
2/16/2023 | United Capital Financial Advisers LLC | 744,256 | $67.96M | 0.4% | -5.0% | 0.994% | |
2/16/2023 | Harbour Investments Inc. | 1,523 | $0.14M | 0.0% | -81.8% | 0.002% | |
2/16/2023 | One Capital Management LLC | 304,931 | $27.84M | 1.5% | +5.2% | 0.407% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 85,007 | $7.76M | 0.1% | +4.7% | 0.113% | |
2/15/2023 | CI Private Wealth LLC | 1,089,162 | $99.45M | 0.4% | N/A | 1.454% | |
2/15/2023 | Smart Portfolios LLC | 2,844 | $0.26M | 0.5% | N/A | 0.004% | |
2/15/2023 | Moneta Group Investment Advisors LLC | 93,295,641 | $8.52B | 0.2% | +118,772.2% | 124.560% | |
2/15/2023 | Columbia Trust Co 01012016 | 3,907 | $0.36M | 0.2% | +32.4% | 0.005% | |
2/15/2023 | Apollon Wealth Management LLC | 17,362 | $1.59M | 0.1% | +186.8% | 0.023% | |
2/15/2023 | Captrust Financial Advisors | 122,790 | $11.21M | 0.1% | +16.9% | 0.164% | |
2/15/2023 | IHT Wealth Management LLC | 13,736 | $1.25M | 0.1% | +8.8% | 0.018% | |
2/15/2023 | SageView Advisory Group LLC | 7,933 | $0.72M | 0.1% | N/A | 0.011% | |
2/15/2023 | Patriot Investment Management Group Inc. | 9,794 | $0.98M | 0.1% | -7.0% | 0.013% | |
2/15/2023 | Waverly Advisors LLC | 293,295 | $26.78M | 1.5% | +1,991.5% | 0.392% | |
2/15/2023 | Cahill Financial Advisors Inc. | 30,457 | $2.78M | 0.5% | -23.1% | 0.041% | |
2/15/2023 | Kraft Davis & Associates LLC | 23,746 | $2.42M | 1.0% | N/A | 0.032% | |
2/15/2023 | Cerity Partners LLC | 30,920 | $13.26M | 0.1% | -78.3% | 0.041% | |
2/15/2023 | Vicus Capital | 85,123 | $7.77M | 0.9% | +19.1% | 0.114% | |
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2/15/2023 | Smith Anglin Financial LLC | 150,376 | $13.73M | 2.6% | +5.6% | 0.201% | |
2/15/2023 | Stokes Family Office LLC | 61,050 | $5.57M | 0.7% | -3.8% | 0.082% | |
2/15/2023 | Money Concepts Capital Corp | 1,029 | $94K | 0.0% | +1,674.1% | 0.001% | |
2/15/2023 | Morgan Stanley | 4,068,333 | $371.48M | 0.0% | -3.7% | 5.432% | |
2/15/2023 | Mariner LLC | 367,226 | $33.53M | 0.1% | +13.9% | 0.490% | |
2/15/2023 | Exencial Wealth Advisors LLC | 323,462 | $29.54M | 1.6% | -3.5% | 0.432% | |
2/15/2023 | Equitable Holdings Inc. | 15,110 | $1.38M | 0.0% | -12.7% | 0.020% | |
2/15/2023 | Financial Freedom LLC | 3,003 | $0.27M | 0.2% | N/A | 0.004% | |
2/15/2023 | Financial Partners Group Inc | 8,419 | $0.87M | 0.2% | +23.6% | 0.011% | |
2/15/2023 | Frontier Asset Management LLC | 13,389 | $1.22M | 0.6% | N/A | 0.018% | |
2/15/2023 | Asset Management Group Inc. | 93,007 | $8.49M | 2.0% | +0.8% | 0.124% | |
2/15/2023 | Azimuth Capital Investment Management LLC | 4,670 | $0.43M | 0.0% | -11.0% | 0.006% | |
2/15/2023 | ICA Group Wealth Management LLC | 1,040 | $95K | 0.0% | N/A | 0.001% | |
2/14/2023 | SJA Financial Advisory LLC | 36,395 | $3.32M | 3.0% | N/A | 0.049% | |
2/14/2023 | Price T Rowe Associates Inc. MD | 14,156 | $1.29M | 0.0% | -10.6% | 0.019% | |
2/14/2023 | FFT Wealth Management LLC | 9,236 | $0.84M | 0.1% | N/A | 0.012% | |
2/14/2023 | Lumature Wealth Partners LLC | 17,354 | $1.59M | 0.9% | +1.0% | 0.023% | |
2/14/2023 | Cetera Advisor Networks LLC | 46,457 | $4.24M | 0.0% | -16.9% | 0.062% | |
2/14/2023 | Cetera Investment Advisers | 43,159 | $3.94M | 0.0% | +95.0% | 0.058% | |
2/14/2023 | Cetera Advisors LLC | 21,677 | $1.98M | 0.0% | -40.0% | 0.029% | |
2/14/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 6,679 | $0.61M | 0.0% | -7.4% | 0.009% | |
2/14/2023 | Grey Fox Wealth Advisors LLC | 1,310 | $0.12M | 0.1% | N/A | 0.002% | |
2/14/2023 | Tobias Financial Advisors Inc. | 13,334 | $1.22M | 0.4% | -1.1% | 0.018% | |
2/13/2023 | Financial Planning & Information Services Inc. | 28,465 | $2.60M | 0.6% | +6.9% | 0.038% | |
2/13/2023 | Pathstone Family Office LLC | 1,264 | $1.08M | 0.0% | N/A | 0.002% | |
2/13/2023 | Prio Wealth Limited Partnership | 9,830 | $0.90M | 0.0% | N/A | 0.013% | |
2/13/2023 | First Republic Investment Management Inc. | 143,217 | $13.08M | 0.0% | +2.9% | 0.191% | |
2/13/2023 | Deutsche Bank AG | 3,884 | $0.36M | 0.0% | +104.4% | 0.005% | |
2/13/2023 | Brown Advisory Inc. | 6,230 | $0.57M | 0.0% | +46.2% | 0.008% | |
2/13/2023 | Johnson Financial Group Inc. | 707 | $65K | 0.0% | -21.5% | 0.001% | |
2/13/2023 | Northeast Financial Consultants Inc | 78,303 | $7.15M | 0.5% | -20.8% | 0.105% | |
2/13/2023 | Oxler Private Wealth LLC | 43,811 | $4M | 2.2% | -3.3% | 0.058% | |
2/13/2023 | Baird Financial Group Inc. | 350,966 | $32.05M | 0.1% | -0.1% | 0.469% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 3,305 | $0.30M | 0.0% | +11.3% | 0.004% | |
2/13/2023 | BOKF NA | 100,516 | $9.18M | 0.2% | +2.9% | 0.134% | |
2/13/2023 | 1834 Investment Advisors Co. | 67,429 | $6.16M | 0.9% | -4.8% | 0.090% | |
2/13/2023 | Integrated Wealth Concepts LLC | 13,492 | $1.23M | 0.0% | -3.6% | 0.018% | |
2/13/2023 | Resolute Financial LLC | 18,765 | $1.71M | 1.5% | +2.4% | 0.025% | |
2/13/2023 | Wells Fargo & Company MN | 2,010,182 | $183.55M | 0.1% | +5.6% | 2.684% | |
2/13/2023 | Heritage Wealth Management LLC | 556 | $51K | 0.0% | +227.1% | 0.001% | |
2/13/2023 | Barclays PLC | 430 | $39K | 0.0% | N/A | 0.001% | |
2/13/2023 | Renaissance Technologies LLC | 3,100 | $0.28M | 0.0% | -31.1% | 0.004% | |
2/13/2023 | RPg Family Wealth Advisory LLC | 3,611 | $0.33M | 0.2% | +12.2% | 0.005% | |
2/13/2023 | Blue Edge Capital LLC | 79,078 | $7.22M | 1.6% | +3.9% | 0.106% | |
2/13/2023 | Credit Suisse AG | 14,176 | $1.29M | 0.0% | -25.2% | 0.019% | |
2/13/2023 | Bellwether Advisors LLC | 1,018 | $93K | 0.0% | +68.3% | 0.001% | |
2/13/2023 | Texas Yale Capital Corp. | 37,000 | $3.38M | 0.2% | -3.9% | 0.049% | |
2/13/2023 | Atria Wealth Solutions Inc. | 45,046 | $4.11M | 0.1% | +23.2% | 0.060% | |
2/13/2023 | JFS Wealth Advisors LLC | 91,718 | $8.38M | 0.8% | -9.4% | 0.122% | |
2/13/2023 | Bridges Investment Management Inc. | 21,631 | $1.98M | 0.1% | -3.4% | 0.029% | |
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2/13/2023 | Merriman Wealth Management LLC | 2,486 | $0.23M | 0.0% | -8.9% | 0.003% | |
2/13/2023 | Marco Investment Management LLC | 2,292 | $0.21M | 0.0% | N/A | 0.003% | |
2/13/2023 | Wintrust Investments LLC | 23,912 | $2.18M | 0.3% | +2.6% | 0.032% | |
2/13/2023 | M&T Bank Corp | 1,915,313 | $176.93M | 0.7% | +43.1% | 2.557% | |
2/13/2023 | M Holdings Securities Inc. | 2,283 | $0.21M | 0.0% | N/A | 0.003% | |
2/13/2023 | Quadrant Capital Group LLC | 2,330 | $0.21M | 0.0% | +141.2% | 0.003% | |
2/10/2023 | First Western Trust Bank | 4,529 | $0.41M | 0.0% | +61.0% | 0.006% | |
2/10/2023 | Thompson Siegel & Walmsley LLC | 10,300 | $0.94M | 0.0% | -1.7% | 0.014% | |
2/10/2023 | Bank of America Corp DE | 3,775,071 | $344.70M | 0.0% | +3.8% | 5.040% | |
2/10/2023 | Creative Planning | 150,618 | $13.75M | 0.0% | -3.4% | 0.201% | |