3/15/2024 | B. Riley Wealth Advisors Inc. | 21,663 | $3.67M | 0.1% | +2.4% | 0.082% | |
3/14/2024 | Leo Wealth LLC | 13,843 | $2.53M | 0.3% | N/A | 0.052% | |
3/11/2024 | Vanguard Group Inc. | 4,776 | $0.81M | 0.0% | +8.8% | 0.018% | |
3/8/2024 | ICA Group Wealth Management LLC | 330 | $56K | 0.0% | N/A | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 1,595 | $0.27M | 0.0% | +4.2% | 0.006% | |
3/1/2024 | ARK & TLK Investments LLC | 3,534 | $0.60M | 0.2% | N/A | 0.013% | |
|
2/29/2024 | Acima Private Wealth LLC | 238 | $40K | 0.0% | N/A | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 1,228 | $0.21M | 0.0% | -27.6% | 0.005% | |
2/26/2024 | Syon Capital LLC | 2,000 | $0.34M | 0.0% | N/A | 0.008% | |
2/26/2024 | Great Oak Capital Partners LLC | 1,421 | $0.24M | 0.1% | N/A | 0.005% | |
2/23/2024 | Beacon Financial Group | 9,484 | $1.61M | 0.2% | N/A | 0.036% | |
2/20/2024 | Voisard Asset Management Group Inc. | 175 | $30K | 0.0% | N/A | 0.001% | |
2/16/2024 | Harbour Investments Inc. | 5,496 | $0.93M | 0.0% | +1.7% | 0.021% | |
2/16/2024 | GSA Capital Partners LLP | 2,139 | $0.36M | 0.0% | -18.0% | 0.008% | |
2/15/2024 | Virtue Capital Management LLC | 1,327 | $0.22M | 0.0% | N/A | 0.005% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 25,482 | $4.31M | 0.1% | -1.1% | 0.097% | |
2/15/2024 | Vanguard Group Inc. | 3,826 | $0.65M | 0.0% | -12.8% | 0.015% | |
2/15/2024 | Oxford Financial Group LTD. LLC | 360 | $61K | 0.0% | +119.5% | 0.001% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 1,213 | $0.21M | 0.1% | -26.6% | 0.005% | |
2/15/2024 | Baird Financial Group Inc. | 52,323 | $8.86M | 0.0% | -0.5% | 0.198% | |
2/15/2024 | Comerica Bank | 2,224 | $0.38M | 0.0% | +21.1% | 0.008% | |
2/14/2024 | Royal Bank of Canada | 136,510 | $23.11M | 0.0% | +3.8% | 0.517% | |
2/14/2024 | Pathstone Holdings LLC | 4,200 | $0.71M | 0.0% | N/A | 0.016% | |
2/14/2024 | Kestra Advisory Services LLC | 29,082 | $4.92M | 0.0% | +85.4% | 0.110% | |
2/14/2024 | Creative Planning | 63,057 | $10.67M | 0.0% | -4.9% | 0.239% | |
2/14/2024 | VitalStone Financial LLC | 1,177 | $0.20M | 0.2% | +17.7% | 0.004% | |
2/14/2024 | Retirement Capital Strategies | 14,066 | $2.38M | 1.0% | +7.4% | 0.053% | |
2/14/2024 | Cassaday & Co Wealth Management LLC | 1,876 | $0.32M | 0.0% | +9.3% | 0.007% | |
2/14/2024 | Waterloo Capital L.P. | 1,873 | $0.32M | 0.1% | N/A | 0.007% | |
2/14/2024 | Waterford Advisors LLC | 27,122 | $4.59M | 2.2% | -12.2% | 0.103% | |
2/13/2024 | Envestnet Asset Management Inc. | 503,356 | $85.21M | 0.0% | +18.8% | 1.908% | |
2/13/2024 | Exencial Wealth Advisors LLC | 96,748 | $16.38M | 0.7% | -1.1% | 0.367% | |
2/13/2024 | Cetera Advisor Networks LLC | 58,691 | $9.94M | 0.1% | +2.7% | 0.222% | |
2/13/2024 | Tower Research Capital LLC TRC | 462 | $78K | 0.0% | -53.7% | 0.002% | |
2/13/2024 | Goldman Sachs Group Inc. | 29,712 | $5.03M | 0.0% | N/A | 0.113% | |
2/13/2024 | James J. Burns & Company LLC | 24,786 | $4.20M | 1.0% | -4.7% | 0.094% | |
2/12/2024 | American Investment Services Inc. | 76,617 | $12.97M | 2.4% | +0.4% | 0.290% | |
2/12/2024 | Tradition Wealth Management LLC | 31,527 | $5.34M | 0.6% | +1.2% | 0.120% | |
2/12/2024 | StoneX Group Inc. | 17,917 | $3.03M | 0.4% | +3.6% | 0.068% | |
2/12/2024 | Avestar Capital LLC | 3,685 | $0.62M | 0.1% | +28.6% | 0.014% | |
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2/12/2024 | Focus Financial Network Inc. ADV | 1,967 | $0.33M | 0.0% | N/A | 0.007% | |
2/12/2024 | Stifel Financial Corp | 7,791 | $1.32M | 0.0% | -9.9% | 0.030% | |
2/12/2024 | 3Chopt Investment Partners LLC | 6,725 | $1.14M | 0.4% | N/A | 0.025% | |
2/12/2024 | Parallel Advisors LLC | 16,237 | $2.75M | 0.1% | +7.7% | 0.062% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 9,541 | $1.62M | 0.1% | +0.7% | 0.036% | |
2/9/2024 | ProVise Management Group LLC | 98,736 | $16.71M | 1.4% | -1.7% | 0.374% | |
2/9/2024 | Orion Portfolio Solutions LLC | 185,427 | $31.36M | 0.4% | +1.3% | 0.703% | |
2/9/2024 | US Bancorp DE | 2,900 | $0.49M | 0.0% | -9.9% | 0.011% | |
2/9/2024 | BCU Wealth Advisors LLC | 2,370 | $0.40M | 0.4% | N/A | 0.009% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 77,417 | $13.11M | 0.1% | -1.5% | 0.293% | |
2/9/2024 | Cassaday & Co Wealth Management LLC | 1,876 | $0.32M | 0.0% | +9.3% | 0.007% | |
2/9/2024 | CreativeOne Wealth LLC | 81,554 | $13.81M | 0.9% | +6.5% | 0.309% | |
2/9/2024 | Wells Fargo & Company MN | 407,329 | $68.95M | 0.0% | +7.7% | 1.544% | |
2/9/2024 | Thoroughbred Financial Services LLC | 13,320 | $2.25M | 0.2% | -0.8% | 0.050% | |
2/9/2024 | Coldstream Capital Management Inc. | 17,629 | $2.98M | 0.1% | +8.9% | 0.067% | |
2/9/2024 | UBS Group AG | 359,372 | $60.83M | 0.0% | +0.4% | 1.362% | |
2/9/2024 | PNC Financial Services Group Inc. | 437,600 | $74.08M | 0.1% | +2.4% | 1.659% | |
2/8/2024 | AMG National Trust Bank | 4,955 | $0.84M | 0.0% | -8.7% | 0.019% | |
2/8/2024 | Independent Advisor Alliance | 27,870 | $4.48M | 0.2% | +100.0% | 0.106% | |
2/8/2024 | Summit X LLC | 24,718 | $4.18M | 1.2% | N/A | 0.094% | |
2/8/2024 | Level Four Advisory Services LLC | 10,800 | $1.83M | 0.1% | +5.6% | 0.041% | |
2/8/2024 | Kingsview Wealth Management LLC | 6,882 | $1.17M | 0.0% | N/A | 0.026% | |
2/8/2024 | Beacon Pointe Advisors LLC | 23,396 | $3.96M | 0.0% | +3.1% | 0.089% | |
2/8/2024 | Janney Montgomery Scott LLC | 54,072 | $9.15M | 0.0% | +7.4% | 0.205% | |
2/8/2024 | MAS Advisors LLC | 1,237 | $0.21M | 0.3% | N/A | 0.005% | |
2/7/2024 | Avantax Advisory Services Inc. | 16,130 | $2.73M | 0.0% | +12.1% | 0.061% | |
2/7/2024 | Checchi Capital Advisers LLC | 9,349 | $1.58M | 0.1% | +41.7% | 0.035% | |
2/7/2024 | Ieq Capital LLC | 171,802 | $29.08M | 0.5% | -0.3% | 0.651% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 24,399 | $4.13M | 0.0% | +26.7% | 0.092% | |
2/7/2024 | One Capital Management LLC | 72,312 | $12.24M | 0.5% | +72.2% | 0.274% | |
2/7/2024 | JFS Wealth Advisors LLC | 1,714 | $0.29M | 0.0% | N/A | 0.006% | |
2/7/2024 | NBC Securities Inc. | 4,120 | $0.70M | 0.1% | -2.4% | 0.016% | |
2/7/2024 | Strategic Equity Management | 7,998 | $1.35M | 1.5% | -51.8% | 0.030% | |
2/7/2024 | Calton & Associates Inc. | 25,474 | $4.31M | 1.7% | N/A | 0.097% | |
2/7/2024 | Berger Financial Group Inc | 2,050 | $0.35M | 0.0% | +46.0% | 0.008% | |
2/7/2024 | Principal Securities Inc. | 326 | $55K | 0.0% | N/A | 0.001% | |
2/7/2024 | First Western Trust Bank | 1,271 | $0.22M | 0.0% | N/A | 0.005% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 206,990 | $35.04M | 2.5% | -7.0% | 0.785% | |
2/7/2024 | Verus Financial Partners Inc. | 224,212 | $39.19M | 4.8% | -0.3% | 0.850% | |
2/6/2024 | Cullen Frost Bankers Inc. | 375 | $63K | 0.0% | -88.9% | 0.001% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 46,653 | $7.90M | 0.3% | +17.6% | 0.177% | |
2/6/2024 | Private Advisor Group LLC | 23,944 | $4.05M | 0.0% | -1.5% | 0.091% | |
2/6/2024 | Royal Fund Management LLC | 6,502 | $1.10M | 0.1% | +98.2% | 0.025% | |
2/6/2024 | M&T Bank Corp | 1,228 | $0.21M | 0.0% | N/A | 0.005% | |
2/6/2024 | Merit Financial Group LLC | 2,415 | $0.41M | 0.0% | -39.7% | 0.009% | |
2/6/2024 | Stokes Family Office LLC | 22,280 | $3.77M | 0.5% | -26.6% | 0.084% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 679 | $0.12M | 0.0% | -33.2% | 0.003% | |
2/6/2024 | Beacon Harbor Wealth Advisors Inc. | 56,580 | $9.58M | 2.8% | +2.8% | 0.214% | |
2/6/2024 | Commonwealth Equity Services LLC | 174,302 | $29.51M | 0.1% | +11.5% | 0.661% | |
2/6/2024 | Fisher Asset Management LLC | 1,595 | $0.27M | 0.0% | +4.2% | 0.006% | |
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2/6/2024 | Great Valley Advisor Group Inc. | 30,759 | $5.21M | 0.2% | N/A | 0.117% | |
2/6/2024 | New York Life Investment Management LLC | 473,152 | $80.10M | 0.8% | +14.3% | 1.794% | |
2/6/2024 | Essex Financial Services Inc. | 1,660 | $0.28M | 0.0% | -4.5% | 0.006% | |
2/5/2024 | Alpha Cubed Investments LLC | 2,178 | $0.37M | 0.0% | +6.8% | 0.008% | |
2/5/2024 | Cozad Asset Management Inc. | 74,519 | $12.62M | 1.5% | -0.7% | 0.282% | |
2/5/2024 | Kestra Private Wealth Services LLC | 14,787 | $2.50M | 0.1% | -9.1% | 0.056% | |
2/5/2024 | Choreo LLC | 9,165 | $1.55M | 0.0% | N/A | 0.035% | |
2/5/2024 | McAdam LLC | 5,572 | $0.94M | 0.1% | -1.6% | 0.021% | |
2/5/2024 | Mather Group LLC. | 6,731 | $1.14M | 0.0% | -3.5% | 0.026% | |
2/2/2024 | Truist Financial Corp | 328,112 | $55.54M | 0.1% | +33.0% | 1.244% | |