3/27/2023 | Ratio Wealth Group | 25,033 | $2.09M | 0.6% | -4.4% | 0.019% | |
3/15/2023 | Milestone Investment Advisors LLC | 1,158 | $97K | 0.0% | N/A | 0.001% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 132,537 | $11.08M | 0.3% | +0.9% | 0.098% | |
3/13/2023 | Claro Advisors LLC | 29,991 | $2.51M | 0.8% | +4.5% | 0.022% | |
3/10/2023 | Financial Alternatives Inc | 6,421 | $0.54M | 0.5% | N/A | 0.005% | |
3/8/2023 | Sheets Smith Wealth Management | 2,500 | $0.21M | 0.0% | N/A | 0.002% | |
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3/6/2023 | Rockefeller Capital Management L.P. | 158,378 | $13.24M | 0.1% | +12.6% | 0.117% | |
3/1/2023 | Investments & Financial Planning LLC | 23,214 | $1.94M | 1.9% | N/A | 0.017% | |
2/28/2023 | Voya Investment Management LLC | 10,388 | $0.87M | 0.0% | -90.7% | 0.008% | |
2/27/2023 | Kalos Management Inc. | 1,009 | $84K | 0.2% | N/A | 0.001% | |
2/27/2023 | Rebalance LLC | 8,199 | $0.69M | 0.1% | N/A | 0.006% | |
2/24/2023 | Builder Investment Group Inc. ADV | 8,510 | $0.71M | 0.3% | N/A | 0.006% | |
2/21/2023 | Macquarie Group Ltd. | 32,110 | $2.68M | 0.0% | N/A | 0.024% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 555,699 | $46.46M | 0.1% | -2.0% | 0.411% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 133,034 | $11.12M | 0.3% | +1.3% | 0.098% | |
2/17/2023 | Truist Financial Corp | 1,013,652 | $84.74M | 0.1% | +6.1% | 0.749% | |
2/16/2023 | GHP Investment Advisors Inc. | 72,720 | $6.08M | 0.4% | -3.7% | 0.054% | |
2/16/2023 | WealthPLAN Partners LLC | 6,601 | $0.62M | 0.0% | N/A | 0.005% | |
2/16/2023 | American Trust | 6,062 | $0.51M | 0.0% | -2.3% | 0.004% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 1,582 | $7.67M | 0.2% | -97.8% | 0.001% | |
2/16/2023 | Alliancebernstein L.P. | 14,592 | $1.22M | 0.0% | +36.5% | 0.011% | |
2/16/2023 | Certified Advisory Corp | 8,279 | $0.69M | 0.1% | +20.1% | 0.006% | |
2/16/2023 | CreativeOne Wealth LLC | 88,133 | $7.37M | 0.4% | +1.8% | 0.065% | |
2/16/2023 | Financial Advocates Investment Management | 6,411 | $0.54M | 0.0% | -14.9% | 0.005% | |
2/16/2023 | Personal Capital Advisors Corp | 4,889 | $0.41M | 0.0% | N/A | 0.004% | |
2/16/2023 | Resurgent Financial Advisors LLC | 1,084 | $91K | 0.0% | N/A | 0.001% | |
2/16/2023 | United Capital Financial Advisers LLC | 64,193 | $5.37M | 0.0% | +0.5% | 0.047% | |
2/16/2023 | Harbour Investments Inc. | 14,357 | $1.20M | 0.1% | +5.5% | 0.011% | |
2/16/2023 | One Capital Management LLC | 226,805 | $18.96M | 1.0% | +8.1% | 0.168% | |
2/15/2023 | Retirement Group LLC | 1,060 | $89K | 0.0% | +3,976.9% | 0.001% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 118,430 | $9.90M | 0.2% | -3.2% | 0.088% | |
2/15/2023 | CI Private Wealth LLC | 32,884 | $2.75M | 0.0% | N/A | 0.024% | |
2/15/2023 | WealthPlan Investment Management LLC | 6,601 | $0.61M | 0.0% | -7.4% | 0.005% | |
2/15/2023 | Moneta Group Investment Advisors LLC | 91,796,711 | $7.67B | 0.2% | +124,827.5% | 67.872% | |
2/15/2023 | CIC Wealth LLC | 3,756 | $0.31M | 0.1% | N/A | 0.003% | |
2/15/2023 | Simplicity Wealth LLC | 25,549 | $2.14M | 1.9% | N/A | 0.019% | |
2/15/2023 | Captrust Financial Advisors | 66,457 | $5.56M | 0.0% | -4.1% | 0.049% | |
2/15/2023 | Howe & Rusling Inc. | 889 | $74K | 0.0% | +22.3% | 0.001% | |
2/15/2023 | Bragg Financial Advisors Inc | 4,684 | $0.39M | 0.0% | +13.7% | 0.003% | |
2/15/2023 | Jane Street Group LLC | 5,702 | $0.48M | 0.0% | -42.6% | 0.004% | |
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2/15/2023 | EPG Wealth Management LLC | 9,791 | $0.82M | 0.3% | -8.4% | 0.007% | |
2/15/2023 | Patriot Investment Management Group Inc. | 1,156 | $0.11M | 0.0% | N/A | 0.001% | |
2/15/2023 | 1832 Asset Management L.P. | 768 | $64K | 0.0% | N/A | 0.001% | |
2/15/2023 | Chicago Wealth Management Inc. | 5,037 | $0.42M | 0.4% | -6.7% | 0.004% | |
2/15/2023 | Waverly Advisors LLC | 112,997 | $9.45M | 0.5% | +277.5% | 0.084% | |
2/15/2023 | Cahill Financial Advisors Inc. | 2,499 | $0.21M | 0.0% | N/A | 0.002% | |
2/15/2023 | Cerity Partners LLC | 18,433 | $1.54M | 0.0% | +36.0% | 0.014% | |
2/15/2023 | Hantz Financial Services Inc. | 228,513 | $19.10M | 6.8% | +12.5% | 0.169% | |
2/15/2023 | Stonebridge Capital Advisors LLC | 50,723 | $4.24M | 0.5% | +2.1% | 0.038% | |
2/15/2023 | Legal & General Group Plc | 15,000 | $1.25M | 0.0% | -37.8% | 0.011% | |
2/15/2023 | MAS Advisors LLC | 5,034 | $0.42M | 0.4% | -2.9% | 0.004% | |
2/15/2023 | Money Concepts Capital Corp | 12,329 | $1.03M | 0.0% | -50.9% | 0.009% | |
2/15/2023 | Morgan Stanley | 8,542,544 | $714.16M | 0.1% | -10.2% | 6.316% | |
2/15/2023 | Mosaic Family Wealth Partners LLC | 4,717 | $0.39M | 0.1% | N/A | 0.003% | |
2/15/2023 | Mariner LLC | 478,277 | $39.98M | 0.1% | +6.2% | 0.354% | |
2/15/2023 | Meridian Wealth Management LLC | 9,614 | $0.80M | 0.1% | +6.4% | 0.007% | |
2/15/2023 | Eqis Capital Management Inc. | 8,294 | $0.69M | 0.1% | -3.1% | 0.006% | |
2/15/2023 | Equitable Holdings Inc. | 532,441 | $44.51M | 0.8% | -6.1% | 0.394% | |
2/15/2023 | Fred Alger Management LLC | 100,605 | $8.41M | 0.0% | +78,497.7% | 0.074% | |
2/15/2023 | FSA Wealth Management LLC | 135,664 | $11.34M | 6.6% | +15.3% | 0.100% | |
2/15/2023 | Financial Freedom LLC | 12,919 | $1.08M | 0.7% | N/A | 0.010% | |
2/15/2023 | Financial Partners Group Inc | 22,282 | $2.06M | 0.5% | -24.8% | 0.016% | |
2/15/2023 | Bradley Foster & Sargent Inc. CT | 4,147 | $0.35M | 0.0% | -8.1% | 0.003% | |
2/15/2023 | Jefferies Financial Group Inc. | 36,744 | $3.07M | 0.0% | N/A | 0.027% | |
2/14/2023 | Heron Financial Group LLC | 80,560 | $6.68M | 4.5% | -8.2% | 0.060% | |
2/14/2023 | Cetera Advisor Networks LLC | 94,708 | $7.92M | 0.1% | +7.6% | 0.070% | |
2/14/2023 | Cetera Investment Advisers | 74,853 | $6.26M | 0.1% | +129.8% | 0.055% | |
2/14/2023 | Cetera Advisors LLC | 155,173 | $12.97M | 0.2% | -10.9% | 0.115% | |
2/14/2023 | Marshall Wace LLP | 14,400 | $1.20M | 0.0% | N/A | 0.011% | |
2/14/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 136,568 | $11.41M | 0.9% | -9.1% | 0.101% | |
2/14/2023 | Townsquare Capital LLC | 8,170 | $0.68M | 0.0% | N/A | 0.006% | |
2/14/2023 | True North Advisors LLC | 3,817 | $0.32M | 0.1% | N/A | 0.003% | |
2/13/2023 | Trustcore Financial Services LLC | 2,125 | $0.18M | 0.0% | -9.6% | 0.002% | |
2/13/2023 | Pathstone Family Office LLC | 83,826 | $7.01M | 0.1% | +182.5% | 0.062% | |
2/13/2023 | First Republic Investment Management Inc. | 210,956 | $17.64M | 0.0% | -3.4% | 0.156% | |
2/13/2023 | Brown Advisory Inc. | 14,007 | $1.17M | 0.0% | -50.8% | 0.010% | |
2/13/2023 | Johnson Financial Group Inc. | 340,234 | $28.44M | 2.3% | +298.2% | 0.252% | |
2/13/2023 | Baird Financial Group Inc. | 183,745 | $15.36M | 0.0% | -5.2% | 0.136% | |
2/13/2023 | Kingsview Wealth Management LLC | 14,628 | $1.22M | 0.1% | -3.5% | 0.011% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 6,936 | $0.58M | 0.0% | -1.8% | 0.005% | |
2/13/2023 | BOKF NA | 137,677 | $11.51M | 0.2% | -0.6% | 0.102% | |
2/13/2023 | Integrated Wealth Concepts LLC | 6,393 | $0.53M | 0.0% | -10.0% | 0.005% | |
2/13/2023 | Wealth Alliance | 5,879 | $0.49M | 0.1% | -33.3% | 0.004% | |
2/13/2023 | Advisors Capital Management LLC | 12,827 | $1.07M | 0.0% | -4.0% | 0.009% | |
2/13/2023 | Wells Fargo & Company MN | 6,951,068 | $581.11M | 0.2% | -15.7% | 5.139% | |
2/13/2023 | Peloton Wealth Strategists | 16,646 | $1.39M | 0.7% | -2.5% | 0.012% | |
2/13/2023 | Heritage Wealth Management LLC | 720 | $60K | 0.0% | -81.1% | 0.001% | |
2/13/2023 | Renaissance Technologies LLC | 12,500 | $1.05M | 0.0% | +83.8% | 0.009% | |
2/13/2023 | Ford Financial Group LLC | 15,890 | $1.33M | 0.5% | -1.8% | 0.012% | |
2/13/2023 | Shakespeare Wealth Management Inc. | 18,541 | $1.55M | 0.6% | -4.4% | 0.014% | |
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2/13/2023 | Southern Wealth Management LLP | 46,376 | $3.88M | 1.6% | -9.0% | 0.034% | |
2/13/2023 | Truepoint Inc. | 256,637 | $21.46M | 0.8% | -9.9% | 0.190% | |
2/13/2023 | Forte Capital LLC ADV | 62,228 | $5.20M | 0.9% | -67.7% | 0.046% | |
2/13/2023 | Diversified LLC | 2,464 | $0.21M | 0.1% | N/A | 0.002% | |
2/13/2023 | TAGStone Capital Inc. | 34,788 | $2.91M | 2.4% | +2.4% | 0.026% | |
2/13/2023 | Atria Wealth Solutions Inc. | 35,682 | $2.98M | 0.0% | -4.5% | 0.026% | |
2/13/2023 | CIBC Private Wealth Group LLC | 1,462,551 | $122.27M | 0.2% | +83.3% | 1.081% | |
2/13/2023 | JPMorgan Chase & Co. | 803,600 | $67.18M | 0.0% | +76.9% | 0.594% | |
2/13/2023 | Syntegra Private Wealth Group LLC | 2,950 | $0.25M | 0.0% | N/A | 0.002% | |
2/13/2023 | M&T Bank Corp | 241,283 | $22.93M | 0.1% | -42.1% | 0.178% | |