12/1/2023 | B. Riley Wealth Advisors Inc. | 159,248 | $14.58M | 0.4% | +28.9% | 0.117% | |
12/1/2023 | Wellington Management Group LLP | 1,010,892 | $92.35M | 0.0% | +509.1% | 0.745% | |
11/30/2023 | Modera Wealth Management LLC | 55,581 | $5.08M | 0.1% | -1.6% | 0.041% | |
11/24/2023 | EP Wealth Advisors LLC | 90,810 | $8.30M | 0.1% | +972.5% | 0.067% | |
11/21/2023 | Comerica Bank | 264,131 | $24.13M | 0.1% | N/A | 0.195% | |
11/17/2023 | Diversified Trust Co | 3,664 | $0.34M | 0.0% | -14.1% | 0.003% | |
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11/17/2023 | OLD National Bancorp IN | 35,557 | $3.25M | 0.1% | +8.8% | 0.026% | |
11/16/2023 | Integrated Advisors Network LLC | 3,885 | $0.36M | 0.0% | -19.1% | 0.003% | |
11/16/2023 | Creative Planning | 383,221 | $35.01M | 0.0% | -5.2% | 0.282% | |
11/16/2023 | Atticus Wealth Management LLC | 12,369 | $1.13M | 0.4% | -1.0% | 0.009% | |
11/16/2023 | Harbour Investments Inc. | 14,362 | $1.31M | 0.1% | -8.3% | 0.011% | |
11/16/2023 | First Foundation Advisors | 3,574 | $0.33M | 0.0% | +33.7% | 0.003% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 109,255 | $9.98M | 0.2% | +19.1% | 0.080% | |
11/16/2023 | American Trust | 2,225 | $0.20M | 0.0% | -64.5% | 0.002% | |
11/16/2023 | FineMark National Bank & Trust | 25,728 | $2.35M | 0.1% | +2.6% | 0.019% | |
11/16/2023 | Advisors Capital Management LLC | 13,353 | $1.22M | 0.0% | +12.6% | 0.010% | |
11/16/2023 | Morgan Stanley | 10,917,711 | $997.33M | 0.1% | +2.2% | 8.043% | |
11/16/2023 | Essex Financial Services Inc. | 8,233 | $0.75M | 0.1% | +3.8% | 0.006% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 52,500 | $4.80M | 0.5% | +0.6% | 0.039% | |
11/15/2023 | Integrated Wealth Concepts LLC | 11,548 | $1.06M | 0.0% | -42.0% | 0.009% | |
11/15/2023 | First Citizens Asset Management Inc. | 57,486 | $5.25M | 2.2% | -11.4% | 0.042% | |
11/15/2023 | Townsquare Capital LLC | 6,565 | $0.60M | 0.0% | +29.5% | 0.005% | |
11/15/2023 | Ramirez Asset Management Inc. | 900 | $82K | 0.0% | N/A | 0.001% | |
11/15/2023 | WealthPlan Investment Management LLC | 5,266 | $0.48M | 0.1% | N/A | 0.004% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 70,643 | $6.45M | 0.0% | +53.1% | 0.052% | |
11/15/2023 | FSA Wealth Management LLC | 138,412 | $12.64M | 7.1% | +0.3% | 0.102% | |
11/15/2023 | Dana Investment Advisors Inc. | 4,175 | $0.38M | 0.0% | +32.0% | 0.003% | |
11/15/2023 | Crestwood Advisors Group LLC | 2,341 | $0.21M | 0.0% | N/A | 0.002% | |
11/15/2023 | Royal Bank of Canada | 789,318 | $72.11M | 0.0% | +10.6% | 0.581% | |
11/15/2023 | Shakespeare Wealth Management Inc. | 17,263 | $1.58M | 0.6% | -1.6% | 0.013% | |
11/15/2023 | JPMorgan Chase & Co. | 952,003 | $86.97M | 0.0% | +2.6% | 0.701% | |
11/15/2023 | Lido Advisors LLC | 39,490 | $3.61M | 0.0% | +1.0% | 0.029% | |
11/15/2023 | Ellerson Group Inc. ADV | 9,770 | $0.89M | 0.8% | -2.5% | 0.007% | |
11/15/2023 | Ameriprise Financial Inc. | 2,698,919 | $246.64M | 0.1% | +9.1% | 1.988% | |
11/15/2023 | Axxcess Wealth Management LLC | 3,067 | $0.28M | 0.0% | N/A | 0.002% | |
11/15/2023 | Glenmede Trust Co. NA | 25,673 | $2.35M | 0.0% | -8.1% | 0.019% | |
11/15/2023 | Truist Financial Corp | 880,103 | $80.40M | 0.1% | -2.2% | 0.648% | |
11/15/2023 | Becker Capital Management Inc. | 25,216 | $2.31M | 0.1% | +2.2% | 0.019% | |
11/14/2023 | White Knight Strategic Wealth Advisors LLC | 5,615 | $0.51M | 0.7% | -6.8% | 0.004% | |
11/14/2023 | Waverly Advisors LLC | 86,215 | $7.88M | 0.3% | -10.8% | 0.064% | |
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11/14/2023 | Rehmann Capital Advisory Group | 12,197 | $1.11M | 0.1% | -7.7% | 0.009% | |
11/14/2023 | Fred Alger Management LLC | 1,548 | $0.14M | 0.0% | N/A | 0.001% | |
11/14/2023 | Synovus Financial Corp | 1,092,236 | $99.78M | 1.1% | -23.7% | 0.805% | |
11/14/2023 | Mutual Advisors LLC | 7,766 | $0.71M | 0.0% | +4.0% | 0.006% | |
11/14/2023 | PGIM Custom Harvest LLC | 9,174 | $0.84M | 0.0% | +179.7% | 0.007% | |
11/14/2023 | Pegasus Partners Ltd. | 34,823 | $3.18M | 0.4% | +342.8% | 0.026% | |
11/14/2023 | Peloton Wealth Strategists | 16,700 | $1.53M | 0.7% | -0.9% | 0.012% | |
11/13/2023 | Garden State Investment Advisory Services LLC | 7,087 | $0.65M | 0.3% | -3.4% | 0.005% | |
11/13/2023 | BHK Investment Advisors LLC | 8,600 | $0.79M | 0.4% | -19.6% | 0.006% | |
11/13/2023 | Natixis Advisors L.P. | 16,560 | $1.51M | 0.0% | +4.5% | 0.012% | |
11/13/2023 | Certified Advisory Corp | 199,209 | $18.20M | 2.1% | +3,030.7% | 0.147% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 5,835 | $0.53M | 0.0% | +37.1% | 0.004% | |
11/13/2023 | Northern Trust Corp | 136,643 | $12.48M | 0.0% | +8.7% | 0.101% | |
11/13/2023 | Stifel Financial Corp | 128,335 | $11.72M | 0.0% | -4.9% | 0.095% | |
11/13/2023 | Citizens Financial Group Inc. RI | 2,311 | $0.21M | 0.0% | +19.6% | 0.002% | |
11/13/2023 | Mariner LLC | 482,158 | $44.05M | 0.1% | +3.7% | 0.355% | |
11/13/2023 | LPL Financial LLC | 1,600,344 | $146.19M | 0.1% | +6.8% | 1.179% | |
11/13/2023 | Regal Investment Advisors LLC | 3,692 | $0.34M | 0.0% | -3.1% | 0.003% | |
11/13/2023 | AMJ Financial Wealth Management | 7,438 | $0.68M | 0.3% | +41.2% | 0.005% | |
11/13/2023 | Hsbc Holdings PLC | 195,319 | $17.84M | 0.0% | -1.9% | 0.144% | |
11/13/2023 | Provence Wealth Management Group | 1,558 | $0.14M | 0.1% | N/A | 0.001% | |
11/13/2023 | Glenview Trust co | 24,644 | $2.25M | 0.1% | +2.9% | 0.018% | |
11/13/2023 | WestHill Financial Advisors Inc. | 75,776 | $6.92M | 2.0% | +1.1% | 0.056% | |
11/13/2023 | Robertson Stephens Wealth Management LLC | 6,865 | $0.63M | 0.0% | -11.6% | 0.005% | |
11/13/2023 | RPg Family Wealth Advisory LLC | 7,169 | $0.66M | 0.3% | -3.0% | 0.005% | |
11/13/2023 | FMR LLC | 1,370,960 | $125.24M | 0.0% | -7.0% | 1.010% | |
11/13/2023 | Envestnet Asset Management Inc. | 2,166,489 | $197.91M | 0.1% | -37.0% | 1.596% | |
11/13/2023 | QRG Capital Management Inc. | 4,770 | $0.44M | 0.0% | N/A | 0.004% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 1,169,467 | $106.83M | 0.5% | N/A | 0.861% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 44,678 | $4.09M | 0.0% | -7.3% | 0.033% | |
11/13/2023 | Kestra Advisory Services LLC | 133,200 | $12.17M | 0.1% | -22.3% | 0.098% | |
11/13/2023 | Broadleaf Partners LLC | 20,013 | $1.83M | 0.6% | +2.9% | 0.015% | |
11/13/2023 | PNC Financial Services Group Inc. | 3,035,094 | $277.26M | 0.2% | -3.6% | 2.236% | |
11/9/2023 | Oliver Lagore Vanvalin Investment Group | 1,168 | $0.11M | 0.0% | -76.3% | 0.001% | |
11/9/2023 | Truepoint Inc. | 246,457 | $22.51M | 0.7% | -0.9% | 0.182% | |
11/9/2023 | Rhumbline Advisers | 3,769 | $0.34M | 0.0% | -3.3% | 0.003% | |
11/9/2023 | Lee Financial Co | 49,335 | $4.51M | 0.8% | -2.4% | 0.036% | |
11/9/2023 | 1ST Source Bank | 8,109 | $0.74M | 0.1% | +22.7% | 0.006% | |
11/9/2023 | Tocqueville Asset Management L.P. | 66,481 | $6.07M | 0.1% | -4.3% | 0.049% | |
11/9/2023 | One Capital Management LLC | 266,036 | $24.30M | 1.1% | +3.6% | 0.196% | |
11/9/2023 | American Family Insurance Mutual Holding Co | 754,748 | $68.95M | 5.4% | +0.9% | 0.556% | |
11/9/2023 | Biondo Investment Advisors LLC | 19,424 | $1.77M | 0.3% | +3.6% | 0.014% | |
11/9/2023 | WealthPlan Investment Management LLC | 5,266 | $0.48M | 0.1% | N/A | 0.004% | |
11/9/2023 | Citigroup Inc. | 36,178 | $3.31M | 0.0% | -5.4% | 0.027% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 11,612 | $1.06M | 0.0% | -4.2% | 0.009% | |
11/9/2023 | Wealth Alliance | 2,553 | $0.23M | 0.0% | -33.3% | 0.002% | |
11/9/2023 | DB Wealth Management Group LLC | 1,060 | $97K | 0.1% | +265.5% | 0.001% | |
11/9/2023 | Kovitz Investment Group Partners LLC | 10,555 | $0.96M | 0.0% | -1.9% | 0.008% | |
11/9/2023 | Argent Advisors Inc. | 6,420 | $0.59M | 0.3% | +10.3% | 0.005% | |
11/9/2023 | TAGStone Capital Inc. | 35,317 | $3.23M | 2.4% | +1.5% | 0.026% | |
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11/9/2023 | UBS Group AG | 2,296,729 | $209.81M | 0.1% | -3.0% | 1.692% | |
11/8/2023 | Aptus Capital Advisors LLC | 1,021 | $93K | 0.0% | +29.6% | 0.001% | |
11/8/2023 | Choreo LLC | 23,782 | $2.18M | 0.1% | -3.1% | 0.018% | |
11/8/2023 | Wade G W & Inc. | 327,130 | $29.88M | 1.1% | +1.2% | 0.241% | |
11/8/2023 | Ausdal Financial Partners Inc. | 149,658 | $13.67M | 1.9% | +82.3% | 0.110% | |
11/8/2023 | HighTower Advisors LLC | 266,926 | $24.40M | 0.0% | +8.9% | 0.197% | |
11/8/2023 | Pathstone Family Office LLC | 611,166 | $55.83M | 0.4% | +665.8% | 0.450% | |
11/8/2023 | 9258 Wealth Management LLC | 43,522 | $3.98M | 0.8% | +25.0% | 0.032% | |
11/8/2023 | AMG National Trust Bank | 325,466 | $29.73M | 1.0% | -0.8% | 0.240% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 7,393 | $0.68M | 0.0% | N/A | 0.005% | |