3/15/2023 | B. Riley Wealth Advisors Inc. | 9,962 | $0.23M | 0.0% | -9.8% | 0.008% | |
3/13/2023 | Claro Advisors LLC | 11,196 | $0.25M | 0.1% | N/A | 0.009% | |
3/6/2023 | Rockefeller Capital Management L.P. | 7,846 | $0.18M | 0.0% | -11.1% | 0.006% | |
3/2/2023 | Leading Edge Financial Planning LLC | 115,507 | $2.62M | 2.3% | N/A | 0.089% | |
3/1/2023 | DDFG Inc | 11,169 | $0.25M | 0.1% | N/A | 0.009% | |
2/28/2023 | Voya Investment Management LLC | 522,352 | $11.86M | 0.0% | +4.2% | 0.402% | |
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2/23/2023 | Callan Family Office LLC | 63,863 | $1.45M | 0.5% | N/A | 0.049% | |
2/21/2023 | DGS Capital Management LLC | 9,363 | $0.21M | 0.1% | N/A | 0.007% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 958,699 | $21.77M | 0.0% | -7.4% | 0.738% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 9,962 | $0.23M | 0.0% | -9.8% | 0.008% | |
2/21/2023 | Foundation Wealth Management LLC | 77,106 | $1.75M | 1.8% | N/A | 0.059% | |
2/16/2023 | WealthPLAN Partners LLC | 26,923 | $0.66M | 0.0% | N/A | 0.021% | |
2/16/2023 | Alliancebernstein L.P. | 20,668 | $0.47M | 0.0% | +55.4% | 0.016% | |
2/16/2023 | Financial Advocates Investment Management | 32,073 | $0.73M | 0.1% | +5.5% | 0.025% | |
2/16/2023 | Personal Capital Advisors Corp | 20,000 | $0.45M | 0.0% | N/A | 0.015% | |
2/16/2023 | United Capital Financial Advisers LLC | 195,594 | $4.44M | 0.0% | -21.4% | 0.151% | |
2/16/2023 | One Capital Management LLC | 1,060,939 | $24.09M | 1.3% | +15.7% | 0.817% | |
2/15/2023 | Retirement Group LLC | 3,314 | $75K | 0.0% | N/A | 0.003% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 4,389 | $100K | 0.0% | +79.5% | 0.003% | |
2/15/2023 | CI Private Wealth LLC | 186,616 | $4.24M | 0.0% | N/A | 0.144% | |
2/15/2023 | Capstone Financial Advisors Inc. | 1,383,601 | $31.42M | 2.7% | +27.4% | 1.066% | |
2/15/2023 | IHT Wealth Management LLC | 23,264 | $0.53M | 0.0% | -11.0% | 0.018% | |
2/15/2023 | SageView Advisory Group LLC | 419,482 | $9.53M | 0.8% | N/A | 0.323% | |
2/15/2023 | Treynor Bancshares Inc. | 44,942 | $1.02M | 0.7% | -2.1% | 0.035% | |
2/15/2023 | Cerity Partners LLC | 354,218 | $8.04M | 0.1% | +98.7% | 0.273% | |
2/15/2023 | MAS Advisors LLC | 17,635 | $0.40M | 0.4% | -50.2% | 0.014% | |
2/15/2023 | Morgan Stanley | 5,176,660 | $117.56M | 0.0% | +4.2% | 3.987% | |
2/15/2023 | ERn Financial LLC | 207,704 | $4.72M | 1.1% | +10.5% | 0.160% | |
2/15/2023 | Exencial Wealth Advisors LLC | 66,958 | $1.52M | 0.1% | +90.7% | 0.052% | |
2/15/2023 | Flow Traders U.S. LLC | 42,959 | $0.98M | 0.0% | N/A | 0.033% | |
2/14/2023 | Oxford Financial Group Ltd. | 457,993 | $10.40M | 1.2% | +260.7% | 0.353% | |
2/14/2023 | Arkos Global Advisors | 23,031 | $0.52M | 0.1% | N/A | 0.018% | |
2/14/2023 | Cetera Advisor Networks LLC | 548,931 | $12.47M | 0.1% | +4,888.5% | 0.423% | |
2/14/2023 | Cetera Investment Advisers | 29,199 | $0.66M | 0.0% | +178.7% | 0.022% | |
2/14/2023 | Cetera Advisors LLC | 21,173 | $0.48M | 0.0% | +10.4% | 0.016% | |
2/13/2023 | Pathstone Family Office LLC | 100,222 | $2.45M | 0.0% | -8.3% | 0.077% | |
2/13/2023 | First Republic Investment Management Inc. | 11,561 | $0.26M | 0.0% | N/A | 0.009% | |
2/13/2023 | Forefront Analytics LLC | 12,431 | $0.28M | 0.2% | N/A | 0.010% | |
2/13/2023 | Brooklyn FI LLC | 46,617 | $3.80M | 2.7% | -65.8% | 0.036% | |
2/13/2023 | Kingsview Wealth Management LLC | 14,577 | $0.33M | 0.0% | -11.7% | 0.011% | |
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2/13/2023 | Integrated Wealth Concepts LLC | 16,166 | $0.37M | 0.0% | N/A | 0.012% | |
2/13/2023 | Tcwp LLC | 16,337 | $0.37M | 0.1% | +6.8% | 0.013% | |
2/13/2023 | Wells Fargo & Company MN | 1,221,722 | $27.75M | 0.0% | -8.8% | 0.941% | |
2/13/2023 | The Manufacturers Life Insurance Company | 145,998 | $3.32M | 0.0% | N/A | 0.112% | |
2/13/2023 | Compagnie Lombard Odier SCmA | 3,226 | $74K | 0.0% | -31.1% | 0.002% | |
2/13/2023 | TFC Financial Management Inc. | 23,392 | $0.53M | 0.2% | -2.1% | 0.018% | |
2/13/2023 | JFS Wealth Advisors LLC | 236,298 | $5.37M | 0.5% | +133.7% | 0.182% | |
2/13/2023 | Merriman Wealth Management LLC | 27,700 | $0.63M | 0.0% | -16.6% | 0.021% | |
2/13/2023 | JPMorgan Chase & Co. | 2,578 | $59K | 0.0% | -15.2% | 0.002% | |
2/13/2023 | M&T Bank Corp | 4,001,500 | $90.98M | 0.4% | +3.5% | 3.082% | |
2/13/2023 | Quadrant Capital Group LLC | 4,410 | $100K | 0.0% | -73.1% | 0.003% | |
2/10/2023 | Bank of America Corp DE | 655,810 | $14.89M | 0.0% | +19.8% | 0.505% | |
2/10/2023 | Creative Planning | 378,461 | $8.60M | 0.0% | +232.6% | 0.291% | |
2/10/2023 | Continuum Advisory LLC | 14,825 | $0.34M | 0.1% | -10.9% | 0.011% | |
2/10/2023 | Ameritas Advisory Services LLC | 265,780 | $6.04M | 0.3% | -32.3% | 0.205% | |
2/10/2023 | Cooper Haims Advisors LLC | 429,647 | $9.76M | 6.9% | +30.7% | 0.331% | |
2/10/2023 | Advisor Group Holdings Inc. | 224,459 | $5.10M | 0.0% | +265.2% | 0.173% | |
2/10/2023 | SVB Wealth LLC | 1,042,643 | $23.68M | 0.3% | +4.2% | 0.803% | |
2/10/2023 | Ten Capital Wealth Advisors LLC | 17,361 | $0.39M | 0.2% | -36.4% | 0.013% | |
2/10/2023 | Sumitomo Mitsui Financial Group Inc. | 38,938 | $0.88M | 0.0% | +14.6% | 0.030% | |
2/10/2023 | Seaside Wealth Management Inc. | 175,953 | $4M | 2.6% | +4.1% | 0.136% | |
2/9/2023 | Great Lakes Advisors LLC | 1,337,754 | $3.12M | 0.2% | +702.1% | 1.030% | |
2/9/2023 | Scotia Capital Inc. | 15,162 | $0.34M | 0.0% | +30.3% | 0.012% | |
2/9/2023 | Chicago Partners Investment Group LLC | 21,532 | $0.54M | 0.0% | -4.8% | 0.017% | |
2/9/2023 | Greenspring Advisors LLC | 140,798 | $3.20M | 0.8% | +108.6% | 0.108% | |
2/9/2023 | Nicolet Advisory Services LLC | 67,164 | $1.60M | 0.2% | -2.9% | 0.052% | |
2/9/2023 | EverSource Wealth Advisors LLC | 40,024 | $0.91M | 0.1% | +200.7% | 0.031% | |
2/9/2023 | Citigroup Inc. | 8,100 | $0.18M | 0.0% | -37.5% | 0.006% | |
2/9/2023 | Almanack Investment Partners LLC. | 8,907 | $0.20M | 0.0% | N/A | 0.007% | |
2/9/2023 | HighTower Advisors LLC | 982,801 | $22.31M | 0.1% | -3.3% | 0.757% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 456,454 | $10.37M | 0.1% | -1.8% | 0.352% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 76,518 | $1.74M | 0.0% | -69.4% | 0.059% | |
2/8/2023 | Gryphon Financial Partners LLC | 41,504 | $0.94M | 0.2% | +79.0% | 0.032% | |
2/8/2023 | First National Bank of Omaha | 33,652 | $0.77M | 0.0% | N/A | 0.026% | |
2/8/2023 | Raymond James & Associates | 45,868 | $1.04M | 0.0% | +6.3% | 0.035% | |
2/8/2023 | UBS Group AG | 260,876 | $5.92M | 0.0% | +238.0% | 0.201% | |
2/8/2023 | Capital Analysts LLC | 12,710 | $0.29M | 0.0% | -47.0% | 0.010% | |
2/8/2023 | Orion Portfolio Solutions LLC | 29,701 | $0.68M | 0.0% | +3.4% | 0.023% | |
2/8/2023 | Prime Capital Investment Advisors LLC | 13,125 | $0.30M | 0.0% | N/A | 0.010% | |
2/8/2023 | Thrivent Financial for Lutherans | 121,111 | $2.75M | 0.0% | +9.7% | 0.093% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 25,511 | $0.58M | 0.0% | -45.8% | 0.020% | |
2/8/2023 | Cardinal Point Wealth Management Partners LLC | 35,875 | $0.82M | 0.3% | +129.9% | 0.028% | |
2/7/2023 | Modera Wealth Management LLC | 1,023,563 | $23.25M | 0.9% | +529.0% | 0.788% | |
2/7/2023 | Commonwealth Equity Services LLC | 88,082 | $2M | 0.0% | +20.3% | 0.068% | |
2/7/2023 | Regatta Capital Group LLC | 11,525 | $0.26M | 0.1% | +11.0% | 0.009% | |
2/7/2023 | LPL Financial LLC | 1,317,324 | $29.92M | 0.0% | -1.2% | 1.014% | |
2/7/2023 | IFP Advisors Inc | 24,212 | $0.62M | 0.0% | +6.7% | 0.019% | |
2/7/2023 | Envestnet Asset Management Inc. | 833,353 | $18.93M | 0.0% | -1.0% | 0.642% | |
2/7/2023 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 97,378 | $2.21M | 0.0% | -22.5% | 0.075% | |
2/7/2023 | Lansing Street Advisors | 2,377 | $54K | 0.0% | -85.9% | 0.002% | |
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2/7/2023 | Savant Capital LLC | 2,567,651 | $57.21M | 1.4% | +50.9% | 1.977% | |
2/7/2023 | First Ascent Asset Management LLC | 12,281 | $0.28M | 0.0% | N/A | 0.009% | |
2/7/2023 | TCI Wealth Advisors Inc. | 1,730 | $39K | 0.0% | +2,089.9% | 0.001% | |
2/6/2023 | Brinker Capital Investments LLC | 20,833 | $0.47M | 0.0% | +2.5% | 0.016% | |
2/6/2023 | Brandywine Oak Private Wealth LLC | 387,147 | $8.79M | 1.1% | +5.8% | 0.298% | |
2/6/2023 | Arete Wealth Advisors LLC | 57,234 | $1,299.79B | 0.1% | -14.4% | 0.044% | |
2/6/2023 | Capital Performance Advisors LLP | 43,974 | $1M | 0.6% | +9.9% | 0.034% | |
2/6/2023 | Asset Management One Co. Ltd. | 501,000 | $11.38M | 0.1% | +78.3% | 0.386% | |
2/3/2023 | Hancock Whitney Corp | 116,452 | $2.64M | 0.1% | N/A | 0.090% | |
2/3/2023 | CX Institutional | 17,878 | $0.41M | 0.0% | -75.6% | 0.014% | |