9/21/2023 | Baystate Wealth Management LLC | 27,929 | $3.04M | 0.2% | +7.7% | 0.027% | |
9/12/2023 | Farther Finance Advisors LLC | 36,747 | $4M | 0.9% | +31.5% | 0.036% | |
9/8/2023 | Tucker Asset Management LLC | 317 | $35K | 0.0% | +286.6% | 0.000% | |
9/7/2023 | Scarborough Advisors LLC | 100,752 | $10.97M | 2.6% | +14.7% | 0.098% | |
8/30/2023 | Western Wealth Management LLC | 5,970 | $0.65M | 0.1% | +12.2% | 0.006% | |
8/24/2023 | Invictus Private Wealth LLC | 6,445 | $0.70M | 0.1% | -3.0% | 0.006% | |
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8/23/2023 | TNF LLC | 58,511 | $6.37M | 2.8% | +1.3% | 0.057% | |
8/21/2023 | Osaic Holdings Inc. | 1,866,187 | $203.15M | 0.4% | -6.6% | 1.814% | |
8/17/2023 | Orion Portfolio Solutions LLC | 85,310 | $9.29M | 0.1% | +30.8% | 0.083% | |
8/17/2023 | Coppell Advisory Solutions LLC | 367 | $39K | 0.0% | N/A | 0.000% | |
8/17/2023 | Howard Capital Management Group LLC | 213,155 | $23.21M | 2.2% | +0.3% | 0.207% | |
8/16/2023 | Resources Management Corp CT ADV | 1,670 | $0.18M | 0.0% | +1,639.6% | 0.002% | |
8/16/2023 | CreativeOne Wealth LLC | 199,171 | $21.68M | 1.0% | +3.4% | 0.194% | |
8/15/2023 | Equitable Holdings Inc. | 9,577 | $1.04M | 0.0% | +48.6% | 0.009% | |
8/15/2023 | High Falls Advisors Inc | 111,524 | $12.14M | 3.5% | -2.1% | 0.108% | |
8/15/2023 | Imprint Wealth LLC | 256,964 | $25.70M | 0.1% | +10,928.5% | 0.250% | |
8/15/2023 | Wells Fargo & Company MN | 1,361,643 | $148.24M | 0.0% | +11.4% | 1.324% | |
8/15/2023 | Girard Partners LTD. | 5,505 | $0.60M | 0.1% | -2.8% | 0.005% | |
8/15/2023 | Cornerstone Planning Group LLC | 3,498 | $0.38M | 0.2% | N/A | 0.003% | |
8/15/2023 | Moneta Group Investment Advisors LLC | 1,977 | $0.22M | 0.0% | N/A | 0.002% | |
8/15/2023 | Integrated Wealth Concepts LLC | 166,133 | $18.09M | 0.3% | +4.5% | 0.162% | |
8/15/2023 | Raymond James Trust N.A. | 14,126 | $1.54M | 0.0% | +1.9% | 0.014% | |
8/15/2023 | Benjamin F. Edwards & Company Inc. | 12,695 | $1.38M | 0.1% | -1.5% | 0.012% | |
8/15/2023 | IHT Wealth Management LLC | 22,925 | $2.50M | 0.1% | -0.9% | 0.022% | |
8/15/2023 | Centaurus Financial Inc. | 9,336 | $1.02M | 0.1% | -38.8% | 0.009% | |
8/15/2023 | WMS Partners LLC | 2,341 | $0.26M | 0.0% | -14.6% | 0.002% | |
8/15/2023 | Goldman Sachs Group Inc. | 198,798 | $21.64M | 0.0% | +47.0% | 0.193% | |
8/15/2023 | Wealthsource Partners LLC | 309,980 | $33.75M | 2.2% | -3.0% | 0.301% | |
8/15/2023 | Gries Financial LLC | 89,684 | $9.76M | 2.7% | +9.5% | 0.087% | |
8/15/2023 | Laurel Wealth Advisors LLC | 20,982 | $2.28M | 0.5% | -1.2% | 0.020% | |
8/15/2023 | First National Bank of Omaha | 2,350 | $0.26M | 0.0% | -5.1% | 0.002% | |
8/15/2023 | Harbour Investments Inc. | 28,065 | $3.06M | 0.2% | -1.7% | 0.027% | |
8/15/2023 | Captrust Financial Advisors | 400,088 | $43.56M | 0.2% | +704.9% | 0.389% | |
8/15/2023 | Tyler Stone Wealth Management | 689 | $75K | 0.0% | N/A | 0.001% | |
8/15/2023 | Royal Bank of Canada | 861,404 | $93.78M | 0.0% | +5.3% | 0.838% | |
8/15/2023 | Rockefeller Capital Management L.P. | 107,728 | $11.73M | 0.0% | +6.7% | 0.105% | |
8/15/2023 | Stifel Financial Corp | 363,393 | $39.56M | 0.1% | -1.3% | 0.353% | |
8/15/2023 | Gray Wealth Management Inc. | 1,999 | $0.22M | 0.1% | N/A | 0.002% | |
8/15/2023 | Hilltop Holdings Inc. | 3,570 | $0.39M | 0.0% | +10.2% | 0.003% | |
8/15/2023 | Balentine LLC | 403 | $44K | 0.0% | N/A | 0.000% | |
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8/15/2023 | Beacon Pointe Advisors LLC | 1,912 | $0.21M | 0.0% | -91.4% | 0.002% | |
8/15/2023 | Cadence Bank | 1,930 | $0.21M | 0.0% | N/A | 0.002% | |
8/14/2023 | New Republic Capital LLC | 2,096 | $0.23M | 0.2% | N/A | 0.002% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 98,087 | $10.68M | 0.0% | +41.1% | 0.095% | |
8/14/2023 | Client 1ST Advisory Group LLC | 15,009 | $1.63M | 0.9% | +1.7% | 0.015% | |
8/14/2023 | Orion Portfolio Solutions LLC | 15,205 | $9.29M | 0.1% | -76.7% | 0.015% | |
8/14/2023 | Keebeck Wealth Management LLC | 60,129 | $6.55M | 0.9% | +41.2% | 0.058% | |
8/14/2023 | Gallagher Fiduciary Advisors LLC | 12,113 | $1.32M | 0.1% | +6.8% | 0.012% | |
8/14/2023 | Stephens Inc. AR | 20,735 | $2.26M | 0.0% | -8.5% | 0.020% | |
8/14/2023 | United Capital Financial Advisers LLC | 327,739 | $35.68M | 0.2% | -17.0% | 0.319% | |
8/14/2023 | Sowell Financial Services LLC | 27,937 | $3.04M | 0.2% | +225.9% | 0.027% | |
8/14/2023 | Redwood Financial Network Corp | 2,760 | $0.30M | 0.3% | -3.3% | 0.003% | |
8/14/2023 | IFP Advisors Inc | 21,957 | $2.39M | 0.1% | +20.3% | 0.021% | |
8/14/2023 | Resurgent Financial Advisors LLC | 1,814 | $0.20M | 0.1% | +14.4% | 0.002% | |
8/14/2023 | Apexium Financial LP | 199,933 | $21.77M | 1.9% | +4.7% | 0.194% | |
8/14/2023 | Perennial Investment Advisors LLC | 37,461 | $4.08M | 0.7% | +15.9% | 0.036% | |
8/14/2023 | MML Investors Services LLC | 981,690 | $106.88M | 0.6% | +12.1% | 0.954% | |
8/14/2023 | Boston Family Office LLC | 10,100 | $1.10M | 0.1% | -6.5% | 0.010% | |
8/14/2023 | Bleakley Financial Group LLC | 78,182 | $8.51M | 0.3% | -6.0% | 0.076% | |
8/14/2023 | Graves Light Lenhart Wealth Inc. | 11,730 | $1.28M | 0.2% | -5.9% | 0.011% | |
8/14/2023 | Swmg LLC | 41,337 | $4.50M | 2.4% | +4.4% | 0.040% | |
8/14/2023 | Snowden Capital Advisors LLC | 48,940 | $5.33M | 0.2% | +17.8% | 0.048% | |
8/14/2023 | Thrivent Financial for Lutherans | 49,586 | $5.33M | 0.0% | +1.9% | 0.048% | |
8/14/2023 | Hillman Capital Management Inc. | 2,250 | $0.25M | 0.1% | N/A | 0.002% | |
8/14/2023 | Cerity Partners LLC | 19,904 | $2.17M | 0.0% | +7.1% | 0.019% | |
8/14/2023 | Glenview Trust Co | 14,319 | $1.56M | 0.0% | -18.0% | 0.014% | |
8/14/2023 | 1832 Asset Management L.P. | 6,134 | $0.67M | 0.0% | -12.3% | 0.006% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 15,850 | $1.73M | 0.1% | +17.1% | 0.015% | |
8/11/2023 | Regal Investment Advisors LLC | 45,772 | $4.98M | 0.4% | +1.1% | 0.045% | |
8/11/2023 | Cibc World Market Inc. | 29,963 | $3.26M | 0.0% | -3.0% | 0.029% | |
8/11/2023 | Baird Financial Group Inc. | 45,405 | $4.94M | 0.0% | +24.4% | 0.044% | |
8/11/2023 | Credit Suisse AG | 5,159 | $0.56M | 0.0% | -44.7% | 0.005% | |
8/11/2023 | Security Financial Services INC. | 100,011 | $10.89M | 3.1% | -0.3% | 0.097% | |
8/11/2023 | BlackRock Inc. | 2,591,843 | $282.17M | 0.0% | +0.2% | 2.520% | |
8/11/2023 | Harvest Investment Services LLC | 4,181 | $0.46M | 0.3% | N/A | 0.004% | |
8/11/2023 | Visionary Wealth Advisors | 12,617 | $1.37M | 0.1% | -34.6% | 0.012% | |
8/11/2023 | Kestra Advisory Services LLC | 84,592 | $9.21M | 0.1% | -10.1% | 0.082% | |
8/11/2023 | The Manufacturers Life Insurance Company | 16,800 | $1.83M | 0.0% | N/A | 0.016% | |
8/11/2023 | Hsbc Holdings PLC | 30,709 | $3.34M | 0.0% | -1.2% | 0.030% | |
8/11/2023 | Huntington National Bank | 57,021 | $6.21M | 0.1% | -1.8% | 0.055% | |
8/11/2023 | Franklin Resources Inc. | 7,644 | $0.83M | 0.0% | -54.6% | 0.007% | |
8/11/2023 | TRUE Private Wealth Advisors | 39,292 | $4.28M | 0.6% | +182.8% | 0.038% | |
8/11/2023 | Copperleaf Capital LLC | 16,934 | $1.84M | 1.7% | +35.4% | 0.016% | |
8/11/2023 | D.A. Davidson & CO. | 6,620 | $0.72M | 0.0% | +1.5% | 0.006% | |
8/11/2023 | JPMorgan Chase & Co. | 2,360,323 | $256.97M | 0.0% | +16.8% | 2.295% | |
8/11/2023 | PNC Financial Services Group Inc. | 451,671 | $49.17M | 0.0% | -3.9% | 0.439% | |
8/11/2023 | Northern Trust Corp | 42,602 | $4.64M | 0.0% | +19.8% | 0.041% | |
8/11/2023 | Stone House Investment Management LLC | 69,221 | $7.54M | 2.7% | +5.1% | 0.067% | |
8/10/2023 | Osaic Holdings Inc. | 1,872,659 | $203.14M | 0.4% | -6.3% | 1.821% | |
8/10/2023 | EWA LLC | 2,080 | $0.23M | 0.2% | N/A | 0.002% | |
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8/10/2023 | GeoWealth Management LLC | 12,177 | $1.33M | 0.1% | +4.8% | 0.012% | |
8/10/2023 | Edgestream Partners L.P. | 1,853 | $0.20M | 0.0% | N/A | 0.002% | |
8/10/2023 | Commonwealth Equity Services LLC | 639,240 | $69.59M | 0.1% | +8.9% | 0.622% | |
8/10/2023 | Johnson Investment Counsel Inc. | 45,793 | $4.99M | 0.1% | -3.4% | 0.045% | |
8/10/2023 | Cary Street Partners Asset Management LLC | 64,900 | $7.07M | 1.3% | -0.6% | 0.063% | |
8/10/2023 | Alterna Wealth Management Inc. | 9,605 | $1.05M | 1.2% | +130.4% | 0.009% | |
8/10/2023 | Trustmark National Bank Trust Department | 40,706 | $4.43M | 0.4% | N/A | 0.040% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 36,187 | $3.94M | 0.3% | +1.6% | 0.035% | |
8/10/2023 | HC Advisors LLC | 48,526 | $5.28M | 3.1% | -19.4% | 0.047% | |
8/10/2023 | Russell Investments Group Ltd. | 871 | $95K | 0.0% | -12.7% | 0.001% | |