3/22/2023 | Campion Asset Management | 114,659 | $7.73M | 7.6% | -5.6% | 0.029% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 96,196 | $6.49M | 0.2% | -6.8% | 0.024% | |
3/13/2023 | Claro Advisors LLC | 3,146 | $0.21M | 0.1% | -57.6% | 0.001% | |
3/10/2023 | Mather Group LLC. | 19,545 | $1.32M | 0.0% | -9.0% | 0.005% | |
3/10/2023 | Flagstone Financial Management | 4,922 | $0.33M | 0.2% | N/A | 0.001% | |
3/10/2023 | Financial Alternatives Inc | 4,421 | $0.30M | 0.3% | N/A | 0.001% | |
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3/6/2023 | Rockefeller Capital Management L.P. | 335,014 | $22.60M | 0.1% | +15.8% | 0.084% | |
3/2/2023 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,357 | $92K | 0.0% | +27.9% | 0.000% | |
3/1/2023 | Willow Creek Wealth Management Inc. | 4,696 | $0.32M | 0.1% | +9.9% | 0.001% | |
2/28/2023 | Orin Green Financial LLC | 75,793 | $5.11M | 3.0% | -3.8% | 0.019% | |
2/28/2023 | Voya Investment Management LLC | 53,671 | $3.62M | 0.0% | -75.9% | 0.013% | |
2/27/2023 | Kalos Management Inc. | 402 | $27K | 0.1% | N/A | 0.000% | |
2/24/2023 | Builder Investment Group Inc. ADV | 33,242 | $2.24M | 1.1% | N/A | 0.008% | |
2/23/2023 | Callan Family Office LLC | 134,038 | $9.04M | 2.9% | N/A | 0.033% | |
2/23/2023 | WC Walker & Associates Inc. | 14,861 | $1.06M | 0.6% | -1.1% | 0.004% | |
2/23/2023 | Chesapeake Wealth Management | 66,420 | $4.48M | 2.0% | -4.1% | 0.017% | |
2/21/2023 | Alamar Capital Management LLC | 9,524 | $0.64M | 0.7% | +11.7% | 0.002% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 1,015,359 | $68.49M | 0.1% | +2.6% | 0.254% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 96,641 | $6.52M | 0.2% | -6.4% | 0.024% | |
2/17/2023 | Truist Financial Corp | 3,529,292 | $238.05M | 0.4% | -0.5% | 0.882% | |
2/16/2023 | Asset Allocation Strategies LLC | 21,782 | $1.47M | 1.0% | N/A | 0.005% | |
2/16/2023 | GSB Wealth Management LLC | 2,975 | $0.20M | 0.1% | N/A | 0.001% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 1,582 | $2.08M | 0.1% | -94.4% | 0.000% | |
2/16/2023 | Alliancebernstein L.P. | 52,745 | $3.56M | 0.0% | -31.7% | 0.013% | |
2/16/2023 | AlphaQ Advisors LLC | 10,091 | $0.68M | 0.6% | N/A | 0.003% | |
2/16/2023 | Certified Advisory Corp | 12,570 | $0.85M | 0.2% | -70.9% | 0.003% | |
2/16/2023 | CreativeOne Wealth LLC | 3,825 | $0.26M | 0.0% | -3.4% | 0.001% | |
2/16/2023 | FWL Investment Management LLC | 2,200 | $0.15M | 0.1% | N/A | 0.001% | |
2/16/2023 | Financial Advocates Investment Management | 6,106 | $0.41M | 0.0% | +5.6% | 0.002% | |
2/16/2023 | Personal Capital Advisors Corp | 5,837 | $0.39M | 0.0% | +8.1% | 0.001% | |
2/16/2023 | RFG Advisory LLC | 3,477 | $0.26M | 0.0% | -18.1% | 0.001% | |
2/16/2023 | United Capital Financial Advisers LLC | 68,652 | $4.63M | 0.0% | +17.8% | 0.017% | |
2/16/2023 | Harbour Investments Inc. | 5,806 | $0.39M | 0.0% | -48.3% | 0.001% | |
2/16/2023 | One Capital Management LLC | 152,395 | $10.28M | 0.5% | +1.4% | 0.038% | |
2/16/2023 | German American Bancorp Inc. | 751,622 | $50.70M | 8.0% | -4.3% | 0.188% | |
2/16/2023 | Gateway Wealth Partners LLC | 8,494 | $0.57M | 0.1% | N/A | 0.002% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 444,678 | $29.99M | 0.5% | +0.5% | 0.111% | |
2/15/2023 | RMR Wealth Builders | 14,959 | $1.01M | 0.2% | +33.8% | 0.004% | |
2/15/2023 | CI Private Wealth LLC | 263,085 | $17.93M | 0.1% | N/A | 0.066% | |
2/15/2023 | Moneta Group Investment Advisors LLC | 30,855,196 | $2.08B | 0.1% | +108,982.9% | 7.708% | |
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2/15/2023 | CIC Wealth LLC | 4,707 | $0.32M | 0.1% | N/A | 0.001% | |
2/15/2023 | Salem Investment Counselors Inc. | 86,824 | $5.86M | 0.3% | +0.4% | 0.022% | |
2/15/2023 | Apollon Wealth Management LLC | 22,413 | $1.51M | 0.1% | +0.8% | 0.006% | |
2/15/2023 | Captrust Financial Advisors | 292,388 | $19.72M | 0.1% | -2.9% | 0.073% | |
2/15/2023 | IHT Wealth Management LLC | 22,934 | $1.55M | 0.1% | -29.3% | 0.006% | |
2/15/2023 | Bragg Financial Advisors Inc | 11,243 | $0.76M | 0.0% | -1.2% | 0.003% | |
2/15/2023 | Jane Street Group LLC | 16,985 | $1.15M | 0.0% | N/A | 0.004% | |
2/15/2023 | SageView Advisory Group LLC | 23,316 | $1.57M | 0.1% | N/A | 0.006% | |
2/15/2023 | Patriot Investment Management Group Inc. | 13,860 | $1.01M | 0.1% | -2.3% | 0.003% | |
2/15/2023 | Waverly Advisors LLC | 32,034 | $2.16M | 0.1% | -0.9% | 0.008% | |
2/15/2023 | PFS Investments Inc. | 142,790 | $9.63M | 0.2% | +33.9% | 0.036% | |
2/15/2023 | Cahill Financial Advisors Inc. | 113,791 | $7.68M | 1.5% | +2.4% | 0.028% | |
2/15/2023 | True Wealth Design LLC | 468 | $32K | 0.0% | N/A | 0.000% | |
2/15/2023 | Kraft Davis & Associates LLC | 3,290 | $0.24M | 0.1% | N/A | 0.001% | |
2/15/2023 | Cerity Partners LLC | 569,901 | $38.44M | 0.2% | +394.6% | 0.142% | |
2/15/2023 | Vicus Capital | 3,641 | $0.25M | 0.0% | +7.2% | 0.001% | |
2/15/2023 | Hantz Financial Services Inc. | 267,044 | $18.01M | 6.4% | +4.1% | 0.067% | |
2/15/2023 | Select Equity Group L.P. | 67,863 | $4.58M | 0.0% | +1,210.6% | 0.017% | |
2/15/2023 | Shepherd Financial Partners LLC | 9,269 | $0.63M | 0.1% | -72.2% | 0.002% | |
2/15/2023 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,357 | $97K | 0.0% | +27.9% | 0.000% | |
2/15/2023 | LWS Wealth Advisors Inc. | 4,522 | $0.31M | 0.1% | -46.6% | 0.001% | |
2/15/2023 | Laidlaw Wealth Management LLC | 4,097 | $0.28M | 0.1% | N/A | 0.001% | |
2/15/2023 | Linscomb & Williams Inc. | 23,452 | $1.58M | 0.1% | -12.0% | 0.006% | |
2/15/2023 | Money Concepts Capital Corp | 9,531 | $0.64M | 0.0% | +2,841.7% | 0.002% | |
2/15/2023 | Morgan Stanley | 7,083,787 | $477.80M | 0.1% | +0.7% | 1.770% | |
2/15/2023 | Mariner LLC | 790,121 | $53.29M | 0.2% | +9.7% | 0.197% | |
2/15/2023 | Meridian Wealth Management LLC | 16,231 | $1.10M | 0.1% | +1.1% | 0.004% | |
2/15/2023 | Equitable Holdings Inc. | 105,318 | $7.10M | 0.1% | -1.6% | 0.026% | |
2/15/2023 | First Manhattan Co. | 1,902 | $0.13M | 0.0% | -20.7% | 0.000% | |
2/15/2023 | Financial Freedom LLC | 1,510 | $0.10M | 0.1% | N/A | 0.000% | |
2/15/2023 | Financial Partners Group Inc | 19,188 | $1.41M | 0.3% | -7.5% | 0.005% | |
2/15/2023 | First Capital Advisors Group LLC. | 17,697 | $1.19M | 0.8% | -4.1% | 0.004% | |
2/15/2023 | Flaharty Asset Management LLC | 3,425 | $0.23M | 0.0% | -20.5% | 0.001% | |
2/15/2023 | Fort Point Capital Partners LLC | 9,938 | $0.67M | 0.1% | N/A | 0.002% | |
2/15/2023 | AlphaCore Capital LLC | 420 | $28K | 0.0% | +1,005.3% | 0.000% | |
2/15/2023 | Ambassador Advisors LLC | 1,915 | $0.13M | 0.0% | +1,894.8% | 0.000% | |
2/15/2023 | Ancora Advisors LLC | 21,671 | $1.46M | 0.0% | -1.3% | 0.005% | |
2/15/2023 | Asset Management Group Inc. | 40,465 | $2.73M | 0.6% | +0.9% | 0.010% | |
2/15/2023 | Bradley Foster & Sargent Inc. CT | 175,043 | $11.81M | 0.3% | +1.5% | 0.044% | |
2/15/2023 | Earnest Partners LLC | 64,088 | $4.32M | 0.0% | +150.5% | 0.016% | |
2/15/2023 | Jefferies Financial Group Inc. | 4,752 | $0.32M | 0.0% | N/A | 0.001% | |
2/15/2023 | ICA Group Wealth Management LLC | 513 | $35K | 0.0% | N/A | 0.000% | |
2/14/2023 | Davis Investment Partners LLC | 2,868 | $0.21M | 0.1% | N/A | 0.001% | |
2/14/2023 | SJA Financial Advisory LLC | 7,905 | $0.53M | 0.5% | N/A | 0.002% | |
2/14/2023 | Aristotle Capital Boston LLC | 97,256 | $6.56M | 0.2% | +74.3% | 0.024% | |
2/14/2023 | First Commonwealth Financial Corp PA | 17,864 | $1.21M | 0.4% | +3.1% | 0.004% | |
2/14/2023 | Bristlecone Advisors LLC | 178,719 | $12.06M | 1.5% | -1.9% | 0.045% | |
2/14/2023 | Heron Financial Group LLC | 106,664 | $7.19M | 4.8% | -15.7% | 0.027% | |
2/14/2023 | Alerus Financial NA | 274,162 | $18.49M | 1.7% | -5.6% | 0.068% | |
2/14/2023 | Cetera Advisor Networks LLC | 530,331 | $35.77M | 0.3% | +9.1% | 0.132% | |
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2/14/2023 | Cetera Investment Advisers | 128,078 | $8.64M | 0.1% | -13.0% | 0.032% | |
2/14/2023 | Cetera Advisors LLC | 214,139 | $14.44M | 0.3% | -5.9% | 0.053% | |
2/14/2023 | Knightsbridge Asset Management LLC | 67,872 | $4.58M | 0.9% | -0.6% | 0.017% | |
2/14/2023 | Laurel Wealth Advisors Inc. | 26,877 | $1.81M | 0.2% | +3.5% | 0.007% | |
2/14/2023 | Grey Fox Wealth Advisors LLC | 16,345 | $1.10M | 0.7% | N/A | 0.004% | |
2/14/2023 | Hirtle Callaghan & Co LLC | 37,442 | $2.53M | 0.2% | -2.0% | 0.009% | |
2/14/2023 | Lowe Brockenbrough & Co. Inc. | 18,172 | $1.23M | 0.1% | +5.5% | 0.005% | |
2/14/2023 | Matrix Private Capital Group LLC | 14,974 | $1.01M | 0.7% | -2.4% | 0.004% | |
2/13/2023 | Pathstone Family Office LLC | 16,145 | $1.21M | 0.0% | +23.3% | 0.004% | |
2/13/2023 | Prio Wealth Limited Partnership | 7,574 | $0.51M | 0.0% | N/A | 0.002% | |