3/15/2023 | B. Riley Wealth Advisors Inc. | 4,753 | $0.31M | 0.0% | N/A | 0.019% | |
2/27/2023 | Kalos Management Inc. | 668 | $44K | 0.1% | N/A | 0.003% | |
2/21/2023 | Wallace Advisory Group LLC | 7,619 | $0.50M | 0.4% | N/A | 0.031% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 15,834 | $1.04M | 0.0% | +21.4% | 0.065% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 4,753 | $0.31M | 0.0% | N/A | 0.020% | |
2/17/2023 | Truist Financial Corp | 120,080 | $7.85M | 0.0% | +204.6% | 0.493% | |
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2/16/2023 | GHP Investment Advisors Inc. | 226,732 | $14.82M | 1.0% | +3.2% | 0.931% | |
2/16/2023 | GSB Wealth Management LLC | 8,064 | $0.53M | 0.2% | -50.6% | 0.033% | |
2/16/2023 | Financial Advocates Investment Management | 5,597 | $0.37M | 0.0% | N/A | 0.023% | |
2/16/2023 | United Capital Financial Advisers LLC | 5,691 | $0.37M | 0.0% | -12.3% | 0.023% | |
2/16/2023 | Harbour Investments Inc. | 3,869 | $0.25M | 0.0% | -6.3% | 0.016% | |
2/16/2023 | Gateway Wealth Partners LLC | 3,813 | $0.25M | 0.0% | N/A | 0.016% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 2,612 | $0.17M | 0.0% | -94.7% | 0.011% | |
2/15/2023 | CI Private Wealth LLC | 290,780 | $19M | 0.1% | N/A | 1.194% | |
2/15/2023 | Captrust Financial Advisors | 9,942 | $0.65M | 0.0% | +24.2% | 0.041% | |
2/15/2023 | IHT Wealth Management LLC | 19,639 | $1.28M | 0.1% | -1.1% | 0.081% | |
2/15/2023 | Signet Financial Management LLC | 163,835 | $10.71M | 1.9% | -5.5% | 0.673% | |
2/15/2023 | Swmg LLC | 12,035 | $0.79M | 0.5% | N/A | 0.049% | |
2/15/2023 | Laidlaw Wealth Management LLC | 46,834 | $3.06M | 0.7% | -2.0% | 0.192% | |
2/15/2023 | Linscomb & Williams Inc. | 14,884 | $0.97M | 0.0% | N/A | 0.061% | |
2/15/2023 | Money Concepts Capital Corp | 715 | $47K | 0.0% | N/A | 0.003% | |
2/15/2023 | Morgan Stanley | 172,229 | $11.25M | 0.0% | +28.6% | 0.707% | |
2/15/2023 | Mosaic Family Wealth Partners LLC | 3,929 | $0.26M | 0.1% | N/A | 0.016% | |
2/15/2023 | Mariner LLC | 122,951 | $8.03M | 0.0% | +21.1% | 0.505% | |
2/15/2023 | ERn Financial LLC | 73,491 | $4.80M | 1.1% | +6.8% | 0.302% | |
2/15/2023 | Eqis Capital Management Inc. | 24,313 | $1.59M | 0.2% | -5.4% | 0.100% | |
2/15/2023 | Equitable Holdings Inc. | 36,002 | $2.35M | 0.0% | +78.0% | 0.148% | |
2/14/2023 | SJA Financial Advisory LLC | 17,809 | $1.16M | 1.0% | N/A | 0.073% | |
2/14/2023 | Bristlecone Advisors LLC | 3,437 | $0.23M | 0.0% | N/A | 0.014% | |
2/14/2023 | Susquehanna International Group LLP | 68,405 | $4.47M | 0.0% | +66.2% | 0.281% | |
2/14/2023 | Cetera Advisor Networks LLC | 10,306 | $0.67M | 0.0% | +105.1% | 0.042% | |
2/14/2023 | Cetera Investment Advisers | 46,832 | $3.06M | 0.0% | +240.6% | 0.192% | |
2/14/2023 | Cetera Advisors LLC | 7,474 | $0.49M | 0.0% | -82.0% | 0.031% | |
2/14/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 790 | $52K | 0.0% | -57.2% | 0.003% | |
2/14/2023 | Townsquare Capital LLC | 580,246 | $37.91M | 0.9% | +1.5% | 2.383% | |
2/13/2023 | First Republic Investment Management Inc. | 18,147 | $1.19M | 0.0% | -10.8% | 0.075% | |
2/13/2023 | Integrated Wealth Concepts LLC | 4,180 | $0.27M | 0.0% | N/A | 0.017% | |
2/13/2023 | Wells Fargo & Company MN | 109,283 | $7.14M | 0.0% | -50.8% | 0.449% | |
2/13/2023 | Heritage Wealth Management LLC | 2,242 | $0.15M | 0.0% | +100.0% | 0.009% | |
2/13/2023 | Foresight Wealth Management LLC | 5,805 | $0.38M | 5.4% | -89.5% | 0.024% | |
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2/13/2023 | Ford Financial Group LLC | 82,035 | $5.36M | 2.1% | +1.4% | 0.337% | |
2/13/2023 | Shakespeare Wealth Management Inc. | 146,363 | $9.56M | 3.5% | +5.2% | 0.601% | |
2/13/2023 | Atria Wealth Solutions Inc. | 20,390 | $1.33M | 0.0% | -1.1% | 0.084% | |
2/13/2023 | JPMorgan Chase & Co. | 17,477 | $1.14M | 0.0% | +328.4% | 0.072% | |
2/13/2023 | Syntegra Private Wealth Group LLC | 97,746 | $6.39M | 1.3% | N/A | 0.401% | |
2/10/2023 | Bank of America Corp DE | 175,201 | $11.45M | 0.0% | +5.4% | 0.720% | |
2/10/2023 | Creative Planning | 45,761 | $2.99M | 0.0% | +28.1% | 0.188% | |
2/10/2023 | Ameritas Advisory Services LLC | 5,189 | $0.34M | 0.0% | N/A | 0.021% | |
2/10/2023 | Destiny Capital Corp CO | 30,310 | $2.11M | 1.7% | N/A | 0.124% | |
2/10/2023 | Rehmann Capital Advisory Group | 155,921 | $10.19M | 1.0% | +1.2% | 0.640% | |
2/10/2023 | Coastal Investment Advisors Inc. | 561 | $37K | 0.0% | +444.7% | 0.002% | |
2/10/2023 | CoreCap Advisors LLC | 865 | $57K | 0.0% | N/A | 0.004% | |
2/10/2023 | Advisor Group Holdings Inc. | 334,866 | $21.88M | 0.0% | -1.0% | 1.375% | |
2/10/2023 | Parcion Private Wealth LLC | 549,334 | $35.89M | 3.9% | +197.0% | 2.256% | |
2/10/2023 | PNC Financial Services Group Inc. | 3,725 | $0.24M | 0.0% | -6.3% | 0.015% | |
2/10/2023 | Blair William & Co. IL | 1,286 | $84K | 0.0% | +85.3% | 0.005% | |
2/10/2023 | Avantax Planning Partners Inc. | 83,341 | $5.45M | 0.2% | +0.4% | 0.342% | |
2/10/2023 | Keeley Teton Advisors LLC | 33,594 | $2.20M | 0.3% | -3.6% | 0.138% | |
2/10/2023 | KWB Wealth | 126,684 | $8.28M | 1.6% | -1.3% | 0.520% | |
2/10/2023 | UNIVEST FINANCIAL Corp | 45,763 | $2.99M | 0.9% | +53.9% | 0.188% | |
2/9/2023 | Chicago Partners Investment Group LLC | 25,427 | $1.81M | 0.1% | +217.2% | 0.104% | |
2/9/2023 | HBK Sorce Advisory LLC | 7,068 | $0.46M | 0.0% | -5.3% | 0.029% | |
2/9/2023 | Trilogy Capital Inc. | 13,541 | $0.89M | 0.1% | -2.0% | 0.056% | |
2/9/2023 | HighTower Advisors LLC | 226,902 | $14.82M | 0.0% | +6.0% | 0.932% | |
2/9/2023 | Prudential PLC | 15,345 | $1M | 0.0% | -2.4% | 0.063% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 97,802 | $6.39M | 0.0% | -16.3% | 0.402% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 38,924 | $2.54M | 0.0% | +21.1% | 0.160% | |
2/8/2023 | Raymond James & Associates | 3,100 | $0.20M | 0.0% | N/A | 0.013% | |
2/8/2023 | Belpointe Asset Management LLC | 621 | $41K | 0.0% | N/A | 0.003% | |
2/8/2023 | UBS Group AG | 102,413 | $6.69M | 0.0% | +84.3% | 0.421% | |
2/8/2023 | Capital Analysts LLC | 12,266 | $0.80M | 0.0% | +2,989.7% | 0.050% | |
2/8/2023 | Alliance Wealth Advisors LLC UT | 5,918 | $0.39M | 0.2% | N/A | 0.024% | |
2/8/2023 | Orion Portfolio Solutions LLC | 6,781 | $0.44M | 0.0% | N/A | 0.028% | |
2/8/2023 | Retirement Income Solutions Inc | 3,065 | $0.20M | 0.1% | N/A | 0.013% | |
2/8/2023 | Salomon & Ludwin LLC | 9,914 | $0.65M | 0.1% | +34.8% | 0.041% | |
2/8/2023 | Advance Capital Management Inc. | 11,748 | $0.77M | 0.1% | N/A | 0.048% | |
2/8/2023 | IAG Wealth Partners LLC | 53,753 | $3.51M | 1.0% | +46.0% | 0.221% | |
2/8/2023 | Gamble Jones Investment Counsel | 7,971 | $0.52M | 0.0% | -5.4% | 0.033% | |
2/8/2023 | Prestige Wealth Management Group LLC | 101,361 | $6.62M | 1.7% | +0.6% | 0.416% | |
2/7/2023 | Commonwealth Equity Services LLC | 129,258 | $8.45M | 0.0% | -0.5% | 0.531% | |
2/7/2023 | Benjamin Edwards Inc. | 26,143 | $1.71M | 0.4% | +194.2% | 0.107% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 544,390 | $35.57M | 1.6% | +388.5% | 2.236% | |
2/7/2023 | Bleakley Financial Group LLC | 4,539 | $0.30M | 0.0% | N/A | 0.019% | |
2/7/2023 | LPL Financial LLC | 980,021 | $64.04M | 0.1% | +22.2% | 4.025% | |
2/7/2023 | Condor Capital Management | 7,427 | $0.49M | 0.1% | -9.0% | 0.031% | |
2/7/2023 | IFP Advisors Inc | 38,553 | $4.41M | 0.1% | -1.5% | 0.158% | |
2/7/2023 | Hollencrest Capital Management | 1,299 | $85K | 0.0% | N/A | 0.005% | |
2/7/2023 | Envestnet Asset Management Inc. | 434,080 | $28.36M | 0.0% | +71.6% | 1.783% | |
2/7/2023 | JNBA Financial Advisors | 158,198 | $10.34M | 1.4% | -0.2% | 0.650% | |
2/7/2023 | B.O.S.S. Retirement Advisors LLC | 5,085 | $0.33M | 0.1% | N/A | 0.021% | |
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2/7/2023 | Sterling Financial Planning Inc. | 3,321 | $0.22M | 0.1% | N/A | 0.014% | |
2/6/2023 | Wrapmanager Inc. | 11,874 | $0.78M | 0.2% | -6.9% | 0.049% | |
2/6/2023 | New England Capital Financial Advisors LLC | 6,434 | $0.44M | 0.3% | N/A | 0.026% | |
2/3/2023 | Mystic Asset Management Inc. | 7,170 | $0.47M | 0.3% | -2.4% | 0.029% | |
2/3/2023 | Klingman & Associates LLC | 315,095 | $20.59M | 1.8% | +1.8% | 1.294% | |
2/3/2023 | Peterson Financial Group Inc. | 17,812 | $1.16M | 1.7% | -6.0% | 0.073% | |
2/3/2023 | Larson Financial Group LLC | 41,015 | $2.68M | 0.3% | -37.7% | 0.168% | |
2/2/2023 | Total Wealth Planning LLC | 74,369 | $4.86M | 1.2% | +10.7% | 0.305% | |
2/2/2023 | Intrepid Financial Planning Group LLC | 4,613 | $0.30M | 0.2% | -3.1% | 0.019% | |
2/2/2023 | First National Trust Co | 975,455 | $63.74M | 3.4% | +34.3% | 4.006% | |