3/6/2023 | North Star Asset Management Inc. | 5,773 | $0.49M | 0.0% | -4.4% | 0.001% | |
3/1/2023 | Smithbridge Asset Management Inc. DE | 2,400 | $0.20M | 0.1% | N/A | 0.001% | |
2/24/2023 | Garde Capital Inc. | 1,212 | $0.10M | 0.0% | -27.6% | 0.000% | |
2/22/2023 | Kovack Advisors Inc. | 21,138 | $1.79M | 0.3% | +6.0% | 0.005% | |
2/21/2023 | Boulder Wealth Advisors LLC | 1,426 | $0.12M | 0.1% | N/A | 0.000% | |
2/16/2023 | American Trust | 705,721 | $42.77M | 4.0% | N/A | 0.156% | |
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2/16/2023 | United Capital Financial Advisers LLC | 488,260 | $41.40M | 0.2% | +15.9% | 0.108% | |
2/15/2023 | Retirement Group LLC | 478 | $41K | 0.0% | +291.8% | 0.000% | |
2/15/2023 | Sentinus LLC | 5,740 | $0.49M | 0.3% | +91.0% | 0.001% | |
2/15/2023 | Captrust Financial Advisors | 492,126 | $41.73M | 0.2% | +200.2% | 0.109% | |
2/15/2023 | IHT Wealth Management LLC | 40,392 | $3.43M | 0.2% | -25.3% | 0.009% | |
2/15/2023 | Vicus Capital | 16,798 | $1.42M | 0.2% | +20.1% | 0.004% | |
2/15/2023 | Stonebridge Capital Advisors LLC | 5,954 | $0.51M | 0.1% | -10.5% | 0.001% | |
2/15/2023 | Mosaic Family Wealth Partners LLC | 9,715 | $0.82M | 0.2% | N/A | 0.002% | |
2/15/2023 | Financial Freedom LLC | 121,286 | $10.29M | 6.9% | N/A | 0.027% | |
2/15/2023 | Allstate Investment Management Co. | 887,611 | $75.27M | 2.3% | N/A | 0.196% | |
2/15/2023 | Aureus Asset Management LLC | 4,573 | $0.39M | 0.0% | N/A | 0.001% | |
2/15/2023 | Bradley Foster & Sargent Inc. CT | 8,002 | $0.68M | 0.0% | -7.1% | 0.002% | |
2/14/2023 | Industrial Alliance Investment Management Inc. | 6,385 | $0.54M | 0.0% | -33.8% | 0.001% | |
2/14/2023 | Rex Capital Advisors LLC | 51,354 | $4.36M | 2.9% | N/A | 0.011% | |
2/13/2023 | Baird Financial Group Inc. | 107,364 | $9.10M | 0.0% | +4.7% | 0.024% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 79,654 | $6.76M | 0.3% | +232.8% | 0.018% | |
2/13/2023 | Integrated Wealth Concepts LLC | 231,469 | $19.63M | 0.5% | -9.5% | 0.051% | |
2/13/2023 | Tanglewood Legacy Advisors LLC | 9,411 | $0.80M | 0.6% | N/A | 0.002% | |
2/13/2023 | Bellwether Advisors LLC | 3,031 | $0.26M | 0.1% | -16.8% | 0.001% | |
2/13/2023 | Neuberger Berman Group LLC | 3,412 | $0.29M | 0.0% | -9.9% | 0.001% | |
2/13/2023 | Avalon Investment & Advisory | 29,809 | $2.53M | 0.1% | -7.3% | 0.007% | |
2/13/2023 | Haverford Trust Co | 2,659 | $0.23M | 0.0% | N/A | 0.001% | |
2/13/2023 | Cigna Investments Inc. New | 355,032 | $30.11M | 6.3% | -10.2% | 0.078% | |
2/13/2023 | DB Wealth Management Group LLC | 1,051 | $89K | 0.1% | -52.9% | 0.000% | |
2/13/2023 | JPMorgan Chase & Co. | 586,872 | $49.77M | 0.0% | +678.4% | 0.129% | |
2/13/2023 | Wintrust Investments LLC | 12,599 | $1.07M | 0.1% | -6.9% | 0.003% | |
2/10/2023 | Snider Financial Group | 18,759 | $1.59M | 0.9% | -2.2% | 0.004% | |
2/10/2023 | First Horizon Advisors Inc. | 9,889 | $0.84M | 0.0% | -2.4% | 0.002% | |
2/10/2023 | Fairview Capital Investment Management LLC | 90,420 | $7.67M | 0.5% | +149.4% | 0.020% | |
2/10/2023 | CoreCap Advisors LLC | 8,060 | $0.68M | 0.0% | +184.3% | 0.002% | |
2/10/2023 | Laffer Tengler Investments | 484 | $41K | 0.0% | N/A | 0.000% | |
2/10/2023 | SVB Wealth LLC | 3,855,123 | $326.91M | 4.4% | -0.7% | 0.850% | |
2/9/2023 | Yale University | 6,564 | $0.56M | 1.5% | N/A | 0.001% | |
2/9/2023 | Brown Brothers Harriman & Co. | 2,000 | $0.17M | 0.0% | -12.4% | 0.000% | |
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2/9/2023 | OLD Second National Bank of Aurora | 1,523 | $0.13M | 0.0% | +23.7% | 0.000% | |
2/9/2023 | Sowell Financial Services LLC | 20,579 | $1.75M | 0.1% | +10.9% | 0.005% | |
2/9/2023 | Valeo Financial Advisors LLC | 19,265 | $1.63M | 0.1% | +15.3% | 0.004% | |
2/9/2023 | True Link Financial Advisors LLC | 405,572 | $34.39M | 4.7% | +11.7% | 0.089% | |
2/9/2023 | King Wealth | 95,836 | $8.13M | 1.9% | -0.2% | 0.021% | |
2/9/2023 | MAI Capital Management | 91,713 | $7.78M | 0.1% | -20.3% | 0.020% | |
2/9/2023 | Atlantic Union Bankshares Corp | 2,549 | $0.22M | 0.0% | -73.2% | 0.001% | |
2/9/2023 | Advisors Preferred LLC | 404 | $34K | 0.0% | N/A | 0.000% | |
2/8/2023 | Vantage Financial Partners LLC | 453,539 | $38.46M | 22.9% | +13.6% | 0.100% | |
2/8/2023 | Pioneer Trust Bank N A OR | 18,000 | $1.53M | 0.5% | -28.0% | 0.004% | |
2/8/2023 | Prime Capital Investment Advisors LLC | 618,866 | $52.48M | 2.0% | +2.6% | 0.137% | |
2/8/2023 | Sanford Advisory Services LLC | 78,866 | $6.69M | 1.6% | -16.1% | 0.017% | |
2/7/2023 | Connectus Wealth LLC | 13,449 | $1.14M | 0.0% | +36.8% | 0.003% | |
2/7/2023 | Nations Financial Group Inc. IA ADV | 38,415 | $3.26M | 0.4% | +24.2% | 0.008% | |
2/7/2023 | Keystone Financial Group | 200,535 | $17.01M | 3.4% | +4.6% | 0.044% | |
2/7/2023 | Sentinel Trust Co. LBA | 2,158,271 | $183.02M | 28.6% | -4.3% | 0.476% | |
2/7/2023 | FourThought Financial Partners LLC | 13,237 | $1.12M | 0.2% | N/A | 0.003% | |
2/7/2023 | Hollencrest Capital Management | 72,869 | $6.18M | 0.8% | -0.3% | 0.016% | |
2/7/2023 | Vista Capital Partners Inc. | 9,182 | $0.78M | 0.1% | -17.8% | 0.002% | |
2/7/2023 | Heritage Wealth Advisors | 614,042 | $52.07M | 3.0% | -1.2% | 0.135% | |
2/6/2023 | Bogart Wealth LLC | 10,478 | $0.89M | 0.1% | +635.8% | 0.002% | |
2/6/2023 | Rollins Financial | 112,819 | $9.57M | 3.6% | -4.5% | 0.025% | |
2/6/2023 | Legacy Financial Advisors Inc. | 863,509 | $73.23M | 15.8% | -0.1% | 0.190% | |
2/6/2023 | Parallel Advisors LLC | 3,198,190 | $271.21M | 11.8% | -5.0% | 0.706% | |
2/3/2023 | Eldridge Investment Advisors Inc. | 255,200 | $21.64M | 7.6% | -1.3% | 0.056% | |
2/3/2023 | Blue Bell Private Wealth Management LLC | 7,710 | $0.65M | 0.2% | -13.0% | 0.002% | |
2/3/2023 | Sugarloaf Wealth Management LLC | 14,360 | $1.22M | 0.3% | -3.7% | 0.003% | |
2/2/2023 | Summit Investment Advisory Services LLC | 27,964 | $2.37M | 2.9% | N/A | 0.006% | |
2/2/2023 | Congress Wealth Management LLC DE | 7,273 | $0.62M | 0.0% | -28.1% | 0.002% | |
2/2/2023 | Silver Oak Securities Incorporated | 7,612 | $0.65M | 0.1% | -2.2% | 0.002% | |
2/1/2023 | Capital Directions Investment Advisors LLC | 4,311 | $0.37M | 0.1% | N/A | 0.001% | |
2/1/2023 | Red Tortoise LLC | 7,744 | $0.66M | 0.5% | N/A | 0.002% | |
2/1/2023 | Creative Financial Designs Inc. ADV | 1,655 | $0.14M | 0.0% | +107.4% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 116,290 | $9.86M | 0.0% | +6.6% | 0.026% | |
2/1/2023 | Exchange Capital Management Inc. | 2,447 | $0.21M | 0.0% | N/A | 0.001% | |
2/1/2023 | Fifth Third Securities Inc. | 86,459 | $7.33M | 1.0% | -6.7% | 0.019% | |
1/31/2023 | Libra Wealth LLC | 40,029 | $3.39M | 0.1% | -0.3% | 0.009% | |
1/31/2023 | IFG Advisory LLC | 2,875 | $0.24M | 0.0% | -9.4% | 0.001% | |
1/31/2023 | Wedbush Securities Inc. | 7,567 | $0.64M | 0.0% | +1.7% | 0.002% | |
1/30/2023 | Moloney Securities Asset Management LLC | 2,623 | $0.22M | 0.0% | N/A | 0.001% | |
1/30/2023 | Bernardo Wealth Planning LLC | 21,965 | $1.86M | 0.9% | -12.6% | 0.005% | |
1/27/2023 | Regency Capital Management Inc. DE | 12,523 | $1.06M | 1.2% | +72.8% | 0.003% | |
1/27/2023 | Capital Planning LLC | 28,576 | $2.42M | 1.1% | +7.4% | 0.006% | |
1/27/2023 | Sinecera Capital LLC | 21,836 | $2.03M | 2.2% | -1.8% | 0.005% | |
1/26/2023 | Comerica Bank | 20,880 | $1.85M | 0.0% | -31.1% | 0.005% | |
1/26/2023 | Strategic Blueprint LLC | 3,378 | $0.29M | 0.0% | N/A | 0.001% | |
1/26/2023 | Elm Partners Management LLC | 488,569 | $41.43M | 4.8% | -18.9% | 0.108% | |
1/26/2023 | First National Corp MA ADV | 5,594 | $0.47M | 0.1% | +7.1% | 0.001% | |
1/25/2023 | Planned Solutions Inc. | 146,763 | $12.45M | 9.1% | +2.0% | 0.032% | |
1/25/2023 | Whittier Trust Co. of Nevada Inc. | 3,482 | $0.30M | 0.0% | +9.7% | 0.001% | |
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1/24/2023 | Harbor Investment Advisory LLC | 4,853 | $0.41M | 0.1% | -27.6% | 0.001% | |
1/24/2023 | Diversified Portfolios Inc. | 6,014 | $0.51M | 0.1% | -23.3% | 0.001% | |
1/24/2023 | RFP Financial Group LLC | 25,678 | $2.18M | 1.0% | N/A | 0.006% | |
1/20/2023 | Montecito Bank & Trust | 31,794 | $2.70M | 0.7% | -2.3% | 0.007% | |
1/20/2023 | Miracle Mile Advisors LLC | 44,979 | $3.81M | 0.1% | -0.3% | 0.010% | |
1/19/2023 | Asset Dedication LLC | 110,595 | $9.37M | 1.0% | -1.4% | 0.024% | |
1/19/2023 | Dougherty Wealth Advisers LLC | 7,143 | $0.61M | 1.0% | +5,953.4% | 0.002% | |
1/19/2023 | Tsfg LLC | 72,019 | $6.11M | 2.4% | +15.0% | 0.016% | |
1/19/2023 | PSI Advisors LLC | 342 | $29K | 0.0% | -82.7% | 0.000% | |
1/19/2023 | Procyon Advisors LLC | 5,252 | $0.45M | 0.1% | +68.2% | 0.001% | |