3/15/2023 | B. Riley Wealth Advisors Inc. | 22,549 | $3.42M | 0.1% | +53.4% | 0.156% | |
3/6/2023 | Rockefeller Capital Management L.P. | 4,064 | $0.62M | 0.0% | -2.9% | 0.028% | |
3/2/2023 | Reston Wealth Management LLC | 15,140 | $2.30M | 1.3% | -5.5% | 0.105% | |
2/27/2023 | ST Germain D J Co. Inc. | 401 | $61K | 0.0% | N/A | 0.003% | |
2/24/2023 | Natixis | 4,695 | $0.71M | 0.0% | N/A | 0.033% | |
2/22/2023 | Kovack Advisors Inc. | 11,333 | $1.72M | 0.3% | +13.2% | 0.079% | |
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2/21/2023 | Northwestern Mutual Wealth Management Co. | 3,983 | $0.60M | 0.0% | +4.2% | 0.028% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 22,549 | $3.42M | 0.1% | +53.4% | 0.156% | |
2/17/2023 | Truist Financial Corp | 3,820 | $0.58M | 0.0% | -10.7% | 0.026% | |
2/16/2023 | GHP Investment Advisors Inc. | 3,249 | $0.49M | 0.0% | N/A | 0.023% | |
2/16/2023 | American Trust | 8,357 | $1.27M | 0.1% | +29.1% | 0.058% | |
2/16/2023 | Financial Advocates Investment Management | 5,755 | $0.87M | 0.1% | -1.1% | 0.040% | |
2/16/2023 | Harbour Investments Inc. | 6,576 | $1M | 0.1% | -3.6% | 0.046% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 3,882 | $0.59M | 0.0% | -4.3% | 0.027% | |
2/15/2023 | CI Private Wealth LLC | 11,044 | $1.67M | 0.0% | N/A | 0.077% | |
2/15/2023 | Captrust Financial Advisors | 48,491 | $7.35M | 0.0% | -5.6% | 0.336% | |
2/15/2023 | IHT Wealth Management LLC | 1,978 | $0.30M | 0.0% | -7.6% | 0.014% | |
2/15/2023 | Jane Street Group LLC | 2,212 | $0.34M | 0.0% | -89.3% | 0.015% | |
2/15/2023 | Money Concepts Capital Corp | 3,091 | $0.47M | 0.0% | +236.7% | 0.021% | |
2/15/2023 | Morgan Stanley | 632,962 | $95.96M | 0.0% | -10.8% | 4.389% | |
2/15/2023 | Mariner LLC | 4,181 | $0.63M | 0.0% | +27.4% | 0.029% | |
2/15/2023 | Equitable Holdings Inc. | 6,519 | $0.99M | 0.0% | +10.2% | 0.045% | |
2/15/2023 | FinTrust Capital Advisors LLC | 50,092 | $7.59M | 1.8% | -2.5% | 0.347% | |
2/15/2023 | Bradley Foster & Sargent Inc. CT | 1,408 | $0.21M | 0.0% | -15.5% | 0.010% | |
2/14/2023 | Delos Wealth Advisors LLC | 7,048 | $1.07M | 1.6% | -31.4% | 0.049% | |
2/14/2023 | Susquehanna International Group LLP | 6,865 | $1.04M | 0.0% | -80.5% | 0.048% | |
2/14/2023 | Cetera Advisor Networks LLC | 7,741 | $1.17M | 0.0% | +190.0% | 0.054% | |
2/13/2023 | First Republic Investment Management Inc. | 113,248 | $17.17M | 0.0% | -9.7% | 0.785% | |
2/13/2023 | Baird Financial Group Inc. | 4,117 | $0.62M | 0.0% | +7.4% | 0.029% | |
2/13/2023 | Kingsview Wealth Management LLC | 11,772 | $1.79M | 0.1% | -0.7% | 0.082% | |
2/13/2023 | Wells Fargo & Company MN | 144,749 | $21.95M | 0.0% | -4.0% | 1.004% | |
2/13/2023 | Shakespeare Wealth Management Inc. | 151,857 | $23.02M | 8.5% | +5.6% | 1.053% | |
2/13/2023 | Forte Capital LLC ADV | 91,397 | $13.86M | 2.4% | -4.3% | 0.634% | |
2/13/2023 | Choreo LLC | 1,549 | $0.24M | 0.0% | N/A | 0.011% | |
2/13/2023 | Atria Wealth Solutions Inc. | 12,519 | $1.90M | 0.0% | -35.3% | 0.087% | |
2/13/2023 | JPMorgan Chase & Co. | 15,578 | $2.36M | 0.0% | +16.5% | 0.108% | |
2/10/2023 | Bank of America Corp DE | 362,209 | $54.92M | 0.0% | -1.5% | 2.512% | |
2/10/2023 | Creative Planning | 127,566 | $19.34M | 0.0% | -1.9% | 0.885% | |
2/10/2023 | Beacon Bridge Wealth Partners LLC | 8,610 | $1.31M | 0.9% | N/A | 0.060% | |
2/10/2023 | Ameritas Advisory Services LLC | 3,042 | $0.46M | 0.0% | +54.3% | 0.021% | |
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2/10/2023 | HRT Financial LP | 7,913 | $1.20M | 0.0% | +37.4% | 0.055% | |
2/10/2023 | CoreCap Advisors LLC | 191 | $29K | 0.0% | N/A | 0.001% | |
2/10/2023 | Advisor Group Holdings Inc. | 144,257 | $21.87M | 0.0% | -15.3% | 1.000% | |
2/10/2023 | XML Financial LLC | 15,447 | $2.34M | 0.3% | +3.1% | 0.107% | |
2/10/2023 | Keystone Wealth Services LLC | 2,164 | $0.33M | 0.1% | -4.4% | 0.015% | |
2/9/2023 | IMC Chicago LLC | 10,879 | $1.65M | 0.0% | -39.0% | 0.075% | |
2/9/2023 | HBK Sorce Advisory LLC | 2,568 | $0.39M | 0.0% | N/A | 0.018% | |
2/9/2023 | MAI Capital Management | 3,761 | $0.57M | 0.0% | +11.3% | 0.026% | |
2/9/2023 | Citigroup Inc. | 4,382 | $0.66M | 0.0% | -1.5% | 0.030% | |
2/9/2023 | HighTower Advisors LLC | 207,307 | $31.44M | 0.1% | -2.1% | 1.438% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 6,890 | $1.05M | 0.0% | -10.8% | 0.048% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 59,876 | $9.08M | 0.0% | +10.8% | 0.415% | |
2/8/2023 | New England Private Wealth Advisors LLC | 132,501 | $20.09M | 4.3% | -3.5% | 0.919% | |
2/8/2023 | Raymond James & Associates | 76,110 | $11.54M | 0.0% | -9.1% | 0.528% | |
2/8/2023 | Belpointe Asset Management LLC | 5,856 | $0.89M | 0.1% | +76.9% | 0.041% | |
2/8/2023 | UBS Group AG | 112,689 | $17.09M | 0.0% | -6.2% | 0.781% | |
2/8/2023 | Thrivent Financial for Lutherans | 6,802 | $1.03M | 0.0% | -11.9% | 0.047% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 21,572 | $3.27M | 0.0% | -1.4% | 0.150% | |
2/8/2023 | Lincoln National Corp | 4,942 | $0.75M | 0.0% | +39.3% | 0.034% | |
2/7/2023 | Connectus Wealth LLC | 24,945 | $3.78M | 0.1% | -4.9% | 0.173% | |
2/7/2023 | Northwest Wealth Management LLC | 2,420 | $0.37M | 0.2% | -24.8% | 0.017% | |
2/7/2023 | Commonwealth Equity Services LLC | 136,788 | $20.74M | 0.0% | +1.0% | 0.949% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 2,910 | $0.44M | 0.0% | +101.8% | 0.020% | |
2/7/2023 | LPL Financial LLC | 256,087 | $38.83M | 0.0% | +2.0% | 1.776% | |
2/7/2023 | MTM Investment Management LLC | 3,014 | $0.46M | 0.2% | -20.8% | 0.021% | |
2/7/2023 | Condor Capital Management | 5,249 | $0.80M | 0.1% | -2.9% | 0.036% | |
2/7/2023 | IFP Advisors Inc | 9,187 | $1.06M | 0.0% | -1.8% | 0.064% | |
2/7/2023 | Envestnet Asset Management Inc. | 9,204 | $1.40M | 0.0% | -17.5% | 0.064% | |
2/7/2023 | Financial Architects Inc | 53,081 | $8.05M | 1.3% | -2.7% | 0.368% | |
2/6/2023 | Vertex Planning Partners LLC | 4,781 | $0.73M | 0.3% | N/A | 0.033% | |
2/6/2023 | Investors Research Corp | 17,939 | $2.72M | 0.7% | +2.0% | 0.124% | |
2/6/2023 | Wolff Financial Management LLC | 75,861 | $11.50M | 4.3% | -39.9% | 0.526% | |
2/6/2023 | Auxano Advisors LLC | 40,077 | $6.08M | 2.7% | -2.4% | 0.278% | |
2/2/2023 | Penobscot Wealth Management | 3,188 | $0.48M | 0.4% | -5.6% | 0.022% | |
2/1/2023 | Gladstone Institutional Advisory LLC | 4,359 | $0.66M | 0.0% | +2.6% | 0.030% | |
2/1/2023 | SlateStone Wealth LLC | 3,724 | $0.57M | 0.1% | -2.1% | 0.026% | |
2/1/2023 | CWM LLC | 3,599 | $0.55M | 0.0% | +37.6% | 0.025% | |
2/1/2023 | Janney Montgomery Scott LLC | 61,633 | $9.34M | 0.0% | -0.5% | 0.427% | |
2/1/2023 | SPC Financial Inc. | 6,310 | $0.96M | 0.1% | +1.6% | 0.044% | |
2/1/2023 | Great Valley Advisor Group Inc. | 20,919 | $3.17M | 0.2% | N/A | 0.145% | |
1/31/2023 | Kestra Advisory Services LLC | 35,442 | $5.37M | 0.0% | -0.7% | 0.246% | |
1/31/2023 | AE Wealth Management LLC | 3,722 | $0.56M | 0.0% | -10.4% | 0.026% | |
1/31/2023 | Geneos Wealth Management Inc. | 1,344 | $0.20M | 0.0% | -11.5% | 0.009% | |
1/30/2023 | PrairieView Partners LLC | 287 | $43K | 0.0% | N/A | 0.002% | |
1/30/2023 | Riggs Asset Managment Co. Inc. | 2,601 | $0.39M | 0.2% | -84.8% | 0.018% | |
1/30/2023 | International Assets Investment Management LLC | 106,262 | $4.78M | 0.4% | N/A | 0.737% | |
1/27/2023 | Clearwater Capital Advisors LLC | 5,086 | $0.77M | 0.1% | -2.4% | 0.035% | |
1/26/2023 | Cutler Investment Counsel LLC | 235,834 | $35.76M | 5.5% | -1.5% | 1.638% | |
1/24/2023 | SOL Capital Management CO | 4,830 | $0.73M | 0.1% | +82.3% | 0.034% | |
1/20/2023 | Diligent Investors LLC | 1,606 | $0.24M | 0.1% | -5.2% | 0.011% | |
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1/20/2023 | Avestar Capital LLC | 47,092 | $7.14M | 1.3% | N/A | 0.328% | |
1/20/2023 | Nvest Financial LLC | 9,795 | $1.49M | 1.9% | +4.4% | 0.068% | |
1/20/2023 | Hengehold Capital Management LLC | 130,882 | $19.84M | 2.8% | +1.3% | 0.913% | |
1/20/2023 | Leicht Financial Planning & Wealth Management Inc. | 4,290 | $0.65M | 0.4% | N/A | 0.030% | |
1/19/2023 | Octavia Wealth Advisors LLC | 2,628 | $0.40M | 0.1% | -3.7% | 0.018% | |
1/19/2023 | PSI Advisors LLC | 622 | $94K | 0.1% | -88.2% | 0.004% | |
1/18/2023 | Private Advisor Group LLC | 13,732 | $2.08M | 0.0% | +0.8% | 0.096% | |
1/18/2023 | Romano Brothers AND Company | 175 | $27K | 0.0% | N/A | 0.001% | |
1/18/2023 | Well Done LLC | 2,030 | $0.31M | 0.1% | +4.3% | 0.014% | |
1/17/2023 | Twelve Points Wealth Management LLC | 21,167 | $3.21M | 2.2% | -2.6% | 0.148% | |