3/15/2023 | B. Riley Wealth Advisors Inc. | 22,007 | $2.91M | 0.1% | -0.6% | 0.083% | |
3/10/2023 | Mather Group LLC. | 7,191 | $0.95M | 0.0% | -45.3% | 0.027% | |
3/8/2023 | Sheets Smith Wealth Management | 4,125 | $0.55M | 0.1% | +11.5% | 0.016% | |
3/6/2023 | Rockefeller Capital Management L.P. | 150,748 | $19.96M | 0.1% | -1.9% | 0.570% | |
3/1/2023 | Panoramic Investment Advisors LLC | 1,750 | $0.23M | 0.2% | N/A | 0.007% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 7,769 | $1.03M | 0.0% | +3.9% | 0.029% | |
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2/21/2023 | B. Riley Wealth Advisors Inc. | 22,007 | $2.91M | 0.1% | -0.6% | 0.083% | |
2/17/2023 | Truist Financial Corp | 222,463 | $29.45M | 0.1% | -22.5% | 0.841% | |
2/17/2023 | LaSalle St. Investment Advisors LLC | 1,745 | $0.23M | 0.1% | N/A | 0.007% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 10,950 | $5M | 0.1% | -69.4% | 0.041% | |
2/16/2023 | Certified Advisory Corp | 14,506 | $1.92M | 0.4% | -1.2% | 0.055% | |
2/16/2023 | CreativeOne Wealth LLC | 79,350 | $10.51M | 0.6% | -0.3% | 0.300% | |
2/16/2023 | Financial Advocates Investment Management | 4,767 | $0.63M | 0.0% | +7.2% | 0.018% | |
2/16/2023 | Resurgent Financial Advisors LLC | 362 | $48K | 0.0% | N/A | 0.001% | |
2/16/2023 | Harbour Investments Inc. | 6,713 | $0.89M | 0.1% | -24.6% | 0.025% | |
2/15/2023 | Moneta Group Investment Advisors LLC | 37,762,915 | $5B | 0.1% | +105,300.6% | 142.771% | |
2/15/2023 | Salem Investment Counselors Inc. | 7,135 | $0.95M | 0.0% | +20.9% | 0.027% | |
2/15/2023 | Captrust Financial Advisors | 25,379 | $3.36M | 0.0% | +690.4% | 0.096% | |
2/15/2023 | IHT Wealth Management LLC | 3,581 | $0.47M | 0.0% | +20.3% | 0.014% | |
2/15/2023 | Jane Street Group LLC | 7,063 | $0.94M | 0.0% | -83.6% | 0.027% | |
2/15/2023 | Cerity Partners LLC | 10,379 | $1.37M | 0.0% | N/A | 0.039% | |
2/15/2023 | MAS Advisors LLC | 1,852 | $0.25M | 0.2% | -22.1% | 0.007% | |
2/15/2023 | Money Concepts Capital Corp | 2,827 | $0.37M | 0.0% | +162.0% | 0.011% | |
2/15/2023 | Morgan Stanley | 497,532 | $65.87M | 0.0% | -2.1% | 1.881% | |
2/15/2023 | Mosaic Family Wealth Partners LLC | 2,928 | $0.39M | 0.1% | N/A | 0.011% | |
2/15/2023 | Mariner LLC | 2,338 | $0.31M | 0.0% | -3.5% | 0.009% | |
2/15/2023 | David Kennon Inc | 19,365 | $2.56M | 1.3% | -6.7% | 0.073% | |
2/15/2023 | Flow Traders U.S. LLC | 15,707 | $2.08M | 0.1% | N/A | 0.059% | |
2/15/2023 | Financial Freedom LLC | 7,548 | $1M | 0.7% | N/A | 0.029% | |
2/15/2023 | Fortis Capital Advisors LLC | 300 | $40K | 0.0% | N/A | 0.001% | |
2/15/2023 | Ancora Advisors LLC | 8,807 | $1.17M | 0.0% | -1.0% | 0.033% | |
2/15/2023 | Avant Capital LLC | 1,544 | $0.20M | 0.3% | N/A | 0.006% | |
2/15/2023 | ICA Group Wealth Management LLC | 889 | $0.12M | 0.0% | N/A | 0.003% | |
2/14/2023 | Cetera Advisor Networks LLC | 62,287 | $8.25M | 0.1% | +1,476.5% | 0.235% | |
2/14/2023 | Cetera Investment Advisers | 13,850 | $1.83M | 0.0% | +139.0% | 0.052% | |
2/14/2023 | Cetera Advisors LLC | 28,642 | $3.79M | 0.1% | -8.9% | 0.108% | |
2/14/2023 | Quantitative Advantage LLC | 79,835 | $10.57M | 1.6% | +10.0% | 0.302% | |
2/13/2023 | Trustcore Financial Services LLC | 22,855 | $3.03M | 0.3% | -3.1% | 0.086% | |
2/13/2023 | Savant Capital LLC | 9,764 | $1.29M | 0.0% | +32.8% | 0.037% | |
2/13/2023 | First Republic Investment Management Inc. | 123,889 | $16.40M | 0.0% | -0.9% | 0.468% | |
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2/13/2023 | GeoWealth Management LLC | 31,699 | $4.20M | 0.4% | -17.3% | 0.120% | |
2/13/2023 | Baird Financial Group Inc. | 51,321 | $6.80M | 0.0% | +2.2% | 0.194% | |
2/13/2023 | Sonoma Private Wealth LLC | 4,145 | $0.55M | 1.2% | N/A | 0.016% | |
2/13/2023 | Global Endowment Management LP | 310,536 | $41.12M | 4.6% | -43.3% | 1.174% | |
2/13/2023 | Wells Fargo & Company MN | 324,657 | $42.99M | 0.0% | -7.3% | 1.227% | |
2/13/2023 | Gray Wealth Management Inc. | 37,196 | $4.93M | 2.9% | -3.3% | 0.141% | |
2/13/2023 | Atria Wealth Solutions Inc. | 26,835 | $3.55M | 0.1% | -3.5% | 0.101% | |
2/13/2023 | JPMorgan Chase & Co. | 22,194 | $2.94M | 0.0% | +205.4% | 0.084% | |
2/13/2023 | M&T Bank Corp | 11,026 | $1.13M | 0.0% | +140.6% | 0.042% | |
2/13/2023 | Destination Wealth Management | 50,146 | $6.64M | 0.3% | +1.4% | 0.190% | |
2/10/2023 | Bank of America Corp DE | 1,477,018 | $195.56M | 0.0% | -4.4% | 5.584% | |
2/10/2023 | Creative Planning | 65,409 | $8.66M | 0.0% | -1.0% | 0.247% | |
2/10/2023 | Checchi Capital Advisers LLC | 6,446 | $0.85M | 0.1% | +33.2% | 0.024% | |
2/10/2023 | New York Life Investment Management LLC | 470,199 | $62.25M | 0.7% | +12.6% | 1.778% | |
2/10/2023 | Ameritas Advisory Services LLC | 5,748 | $0.76M | 0.0% | +131.3% | 0.022% | |
2/10/2023 | Assetmark Inc. | 42,295 | $5.60M | 0.0% | N/A | 0.160% | |
2/10/2023 | USAdvisors Wealth Management LLC | 7,959 | $1.05M | 0.5% | +17.0% | 0.030% | |
2/10/2023 | River Wealth Advisors LLC | 5,096 | $0.68M | 0.1% | +113.8% | 0.019% | |
2/10/2023 | HRT Financial LP | 18,992 | $2.51M | 0.0% | +164.8% | 0.072% | |
2/10/2023 | CoreCap Advisors LLC | 2,734 | $0.36M | 0.0% | +51.3% | 0.010% | |
2/10/2023 | Advisor Group Holdings Inc. | 98,971 | $13.11M | 0.0% | +6.9% | 0.374% | |
2/10/2023 | ProVise Management Group LLC | 168,693 | $22.34M | 2.3% | +14.3% | 0.638% | |
2/10/2023 | Sandy Spring Bank | 6,010 | $0.80M | 0.0% | -10.7% | 0.023% | |
2/10/2023 | PNC Financial Services Group Inc. | 415,703 | $55.04M | 0.1% | -0.2% | 1.572% | |
2/10/2023 | Blair William & Co. IL | 2,282 | $0.30M | 0.0% | -5.8% | 0.009% | |
2/10/2023 | FDx Advisors Inc. | 133,899 | $17.73M | 0.8% | -2.7% | 0.506% | |
2/10/2023 | Summit Wealth & Retirement Planning Inc. | 180,723 | $23.93M | 9.7% | -2.0% | 0.683% | |
2/9/2023 | Joseph Group Capital Management | 500 | $66K | 0.1% | N/A | 0.002% | |
2/9/2023 | Baker Ellis Asset Management LLC | 18,745 | $2.48M | 0.5% | -2.7% | 0.071% | |
2/9/2023 | Huntington National Bank | 1,630 | $0.22M | 0.0% | -14.2% | 0.006% | |
2/9/2023 | HBK Sorce Advisory LLC | 400,000 | $0.40M | 0.0% | +100.0% | 1.512% | |
2/9/2023 | Strategic Equity Management | 18,877 | $2.50M | 1.0% | -2.9% | 0.071% | |
2/9/2023 | TriaGen Wealth Management LLC | 36,816 | $4.87M | 2.7% | +2.2% | 0.139% | |
2/9/2023 | HighTower Advisors LLC | 16,635 | $2.21M | 0.0% | -3.9% | 0.063% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 10,300 | $1.36M | 0.0% | +36.4% | 0.039% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 177,737 | $23.53M | 0.0% | -3.4% | 0.672% | |
2/8/2023 | Roble Belko & Company Inc | 742 | $98K | 0.0% | -69.9% | 0.003% | |
2/8/2023 | Raymond James & Associates | 121,420 | $16.08M | 0.0% | -0.1% | 0.459% | |
2/8/2023 | UBS Group AG | 378,761 | $50.15M | 0.0% | +36.7% | 1.432% | |
2/8/2023 | Orion Portfolio Solutions LLC | 5,208 | $0.69M | 0.0% | +121.6% | 0.020% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 94,051 | $12.45M | 0.1% | +4.9% | 0.356% | |
2/8/2023 | Cozad Asset Management Inc. | 74,947 | $9.92M | 1.4% | +0.7% | 0.283% | |
2/8/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 23,812 | $3.15M | 0.1% | +16.5% | 0.090% | |
2/8/2023 | AMG National Trust Bank | 5,715 | $0.76M | 0.0% | +1.9% | 0.022% | |
2/8/2023 | Main Street Financial Solutions LLC | 11,345 | $1.50M | 0.2% | -3.7% | 0.043% | |
2/7/2023 | Capital Advisors Ltd. LLC | 1,204 | $0.16M | 0.0% | N/A | 0.005% | |
2/7/2023 | Nations Financial Group Inc. IA ADV | 9,532 | $1.26M | 0.1% | -1.3% | 0.036% | |
2/7/2023 | Thoroughbred Financial Services LLC | 10,102 | $1.34M | 0.2% | -16.2% | 0.038% | |
2/7/2023 | Commonwealth Equity Services LLC | 152,893 | $20.24M | 0.0% | -1.1% | 0.578% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 2,927 | $0.39M | 0.0% | +99.9% | 0.011% | |
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2/7/2023 | LPL Financial LLC | 288,446 | $38.19M | 0.0% | -3.1% | 1.091% | |
2/7/2023 | HF Advisory Group LLC | 13,631 | $1.81M | 1.8% | N/A | 0.052% | |
2/7/2023 | IFP Advisors Inc | 4,444 | $0.41M | 0.0% | +154.4% | 0.017% | |
2/7/2023 | Envestnet Asset Management Inc. | 616,710 | $81.65M | 0.0% | +34.6% | 2.332% | |
2/7/2023 | Savant Capital LLC | 9,764 | $1.29M | 0.0% | +32.8% | 0.037% | |
2/7/2023 | Valmark Advisers Inc. | 5,750 | $0.76M | 0.0% | N/A | 0.022% | |
2/6/2023 | Brinker Capital Investments LLC | 201,432 | $26.67M | 0.5% | N/A | 0.762% | |
2/6/2023 | Black Diamond Financial LLC | 108,719 | $14.39M | 5.2% | -1.0% | 0.411% | |
2/6/2023 | 1900 Wealth Management LLC | 16,575 | $2.20M | 0.2% | -4.2% | 0.063% | |
2/6/2023 | Synovus Financial Corp | 2,639 | $0.35M | 0.0% | -17.6% | 0.010% | |