3/22/2023 | Pictet North America Advisors SA | 2,191 | $0.31M | 0.1% | N/A | 0.001% | |
3/15/2023 | Milestone Investment Advisors LLC | 31,180 | $4.40M | 1.5% | N/A | 0.013% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 47,890 | $6.77M | 0.2% | +11.1% | 0.020% | |
3/8/2023 | Capital Asset Advisory Services LLC | 6,803 | $0.96M | 0.1% | -3.0% | 0.003% | |
3/8/2023 | Sheets Smith Wealth Management | 13,986 | $1.98M | 0.3% | -1.5% | 0.006% | |
3/6/2023 | Rockefeller Capital Management L.P. | 504,352 | $71.24M | 0.4% | +64.9% | 0.211% | |
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3/1/2023 | Smithbridge Asset Management Inc. DE | 6,646 | $0.94M | 0.2% | +1.9% | 0.003% | |
3/1/2023 | Continuum Wealth Advisors LLC | 65,128 | $9.20M | 9.1% | N/A | 0.027% | |
2/28/2023 | American Institute for Advanced Investment Management LLP | 9,650 | $1.36M | 1.2% | -5.2% | 0.004% | |
2/27/2023 | Kalos Management Inc. | 1,122 | $0.16M | 0.4% | N/A | 0.000% | |
2/24/2023 | SRS Capital Advisors Inc. | 371 | $52K | 0.0% | N/A | 0.000% | |
2/24/2023 | Natixis | 82,218 | $11.61M | 0.1% | N/A | 0.034% | |
2/24/2023 | RiverFront Investment Group LLC | 2,982 | $0.42M | 0.1% | N/A | 0.001% | |
2/23/2023 | Tandem Wealth Advisors LLC | 7,790 | $1.10M | 0.7% | N/A | 0.003% | |
2/22/2023 | Kovack Advisors Inc. | 9,389 | $1.33M | 0.2% | -1.4% | 0.004% | |
2/22/2023 | Laraway Financial Advisors Inc | 13,712 | $1.94M | 2.0% | -2.7% | 0.006% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 2,393,901 | $338.14M | 0.5% | +12.6% | 1.007% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 48,990 | $6.92M | 0.2% | +13.6% | 0.021% | |
2/21/2023 | Equitable Trust Co. | 57,101 | $8.07M | 0.6% | +130.5% | 0.024% | |
2/17/2023 | Truist Financial Corp | 6,306,501 | $890.79M | 1.6% | +7.5% | 2.654% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 353 | $50K | 0.0% | N/A | 0.000% | |
2/17/2023 | Compass Wealth Management LLC | 88,756 | $12.54M | 4.1% | N/A | 0.037% | |
2/17/2023 | Selway Asset Management | 3,788 | $0.54M | 0.3% | +14.8% | 0.002% | |
2/17/2023 | Ascent Group LLC | 5,635 | $0.80M | 0.1% | -3.4% | 0.002% | |
2/17/2023 | Maltin Wealth Management Inc. | 14,437 | $2.04M | 1.5% | +1.1% | 0.006% | |
2/16/2023 | WealthPLAN Partners LLC | 15,902 | $2.42M | 0.2% | N/A | 0.007% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 7,957 | $1.12M | 0.0% | +4.9% | 0.003% | |
2/16/2023 | Alliancebernstein L.P. | 1,773 | $0.25M | 0.0% | N/A | 0.001% | |
2/16/2023 | CreativeOne Wealth LLC | 5,878 | $0.83M | 0.0% | -6.6% | 0.002% | |
2/16/2023 | Financial Advocates Investment Management | 87,065 | $12.30M | 0.9% | -17.5% | 0.037% | |
2/16/2023 | Pacific Capital Wealth Advisors Inc. | 84,524 | $11.94M | 3.1% | N/A | 0.036% | |
2/16/2023 | Port Capital LLC | 105,836 | $14.95M | 1.1% | -17.2% | 0.045% | |
2/16/2023 | RFG Advisory LLC | 2,714 | $0.42M | 0.0% | -7.8% | 0.001% | |
2/16/2023 | Resurgent Financial Advisors LLC | 4,953 | $0.70M | 0.4% | +38.2% | 0.002% | |
2/16/2023 | United Capital Financial Advisers LLC | 33,113 | $4.68M | 0.0% | -1.1% | 0.014% | |
2/16/2023 | Harbour Investments Inc. | 30,506 | $4.31M | 0.3% | +5.0% | 0.013% | |
2/16/2023 | One Capital Management LLC | 101,366 | $14.32M | 0.8% | -8.1% | 0.043% | |
2/16/2023 | Silverlake Wealth Management LLC | 1,629 | $0.23M | 0.1% | N/A | 0.001% | |
2/15/2023 | Retirement Group LLC | 580 | $93K | 0.0% | +683.8% | 0.000% | |
2/15/2023 | RiverFront Investment Group LLC | 2,982 | $0.42M | 0.1% | N/A | 0.001% | |
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2/15/2023 | Steward Partners Investment Advisory LLC | 115,753 | $16.35M | 0.3% | -9.2% | 0.049% | |
2/15/2023 | CI Private Wealth LLC | 37,854 | $5.38M | 0.0% | N/A | 0.016% | |
2/15/2023 | WealthPlan Investment Management LLC | 15,902 | $2.43M | 0.2% | +1.9% | 0.007% | |
2/15/2023 | Chilton Investment Co. Inc. | 19,523 | $2.76M | 0.1% | N/A | 0.008% | |
2/15/2023 | Moneta Group Investment Advisors LLC | 7,956,524 | $1.12B | 0.0% | +104,839.6% | 3.348% | |
2/15/2023 | Atlas Capital Advisors LLC | 789 | $0.11M | 0.0% | +200.0% | 0.000% | |
2/15/2023 | Investment Advisory Services Inc. TX ADV | 17,376 | $2.46M | 1.3% | +3.3% | 0.007% | |
2/15/2023 | Apollon Wealth Management LLC | 54,052 | $7.64M | 0.5% | -3.2% | 0.023% | |
2/15/2023 | Hassell Wealth Management LLC | 5,744 | $0.85M | 0.6% | N/A | 0.002% | |
2/15/2023 | Founders Financial Alliance LLC | 1,673 | $0.24M | 0.1% | +17.2% | 0.001% | |
2/15/2023 | Cambridge Financial Group Inc. | 10,780 | $1.52M | 0.8% | +2,936.6% | 0.005% | |
2/15/2023 | Captrust Financial Advisors | 137,691 | $19.45M | 0.1% | +1.6% | 0.058% | |
2/15/2023 | Kiwi Wealth Investments Limited Partnership | 11,978 | $1.69M | 0.1% | +554.5% | 0.005% | |
2/15/2023 | IHT Wealth Management LLC | 49,866 | $7.04M | 0.4% | -3.7% | 0.021% | |
2/15/2023 | Jane Street Group LLC | 2,117 | $0.30M | 0.0% | N/A | 0.001% | |
2/15/2023 | Retirement Investment Advisors Inc. | 6,698 | $0.95M | 0.6% | N/A | 0.003% | |
2/15/2023 | SageView Advisory Group LLC | 7,734 | $1.09M | 0.1% | N/A | 0.003% | |
2/15/2023 | EPG Wealth Management LLC | 10,181 | $1.44M | 0.5% | +20.8% | 0.004% | |
2/15/2023 | Waverly Advisors LLC | 341,973 | $48.30M | 2.7% | +0.2% | 0.144% | |
2/15/2023 | Main Management LLC | 175,918 | $24.85M | 2.9% | -2.1% | 0.074% | |
2/15/2023 | PFS Investments Inc. | 119,163 | $16.83M | 0.3% | +95.1% | 0.050% | |
2/15/2023 | Cahill Financial Advisors Inc. | 18,944 | $2.68M | 0.5% | -14.6% | 0.008% | |
2/15/2023 | NCM Capital Management LLC | 11,650 | $1.65M | 1.1% | -2.4% | 0.005% | |
2/15/2023 | Cerity Partners LLC | 42,437 | $5.99M | 0.0% | +207.0% | 0.018% | |
2/15/2023 | Vicus Capital | 201,619 | $28.48M | 3.2% | +2.5% | 0.085% | |
2/15/2023 | Toroso Investments LLC | 3,943 | $0.56M | 0.0% | +11.3% | 0.002% | |
2/15/2023 | SeaCrest Wealth Management LLC | 4,661 | $0.66M | 0.1% | -4.6% | 0.002% | |
2/15/2023 | Shepherd Financial Partners LLC | 21,869 | $3.09M | 0.6% | +540.9% | 0.009% | |
2/15/2023 | Smith Anglin Financial LLC | 12,600 | $1.78M | 0.3% | -17.7% | 0.005% | |
2/15/2023 | Sovereign Financial Group Inc. | 2,258 | $0.32M | 0.1% | N/A | 0.001% | |
2/15/2023 | Stelac Advisory Services LLC | 25,371 | $3.58M | 1.6% | -8.8% | 0.011% | |
2/15/2023 | Stonebridge Capital Advisors LLC | 306 | $43K | 0.0% | -18.8% | 0.000% | |
2/15/2023 | LWS Wealth Advisors Inc. | 16,888 | $2.39M | 1.0% | +3.6% | 0.007% | |
2/15/2023 | Laidlaw Wealth Management LLC | 3,562 | $0.50M | 0.1% | +9.3% | 0.001% | |
2/15/2023 | Lumbard & Kellner LLC | 9,646 | $1.36M | 0.7% | -15.3% | 0.004% | |
2/15/2023 | Luxor Capital Group LP | 230,976 | $32.63M | 1.4% | N/A | 0.097% | |
2/15/2023 | MBB Public Markets I LLC | 22,000 | $3.11M | 0.1% | -8.3% | 0.009% | |
2/15/2023 | Money Concepts Capital Corp | 110,709 | $15.64M | 0.7% | +1.9% | 0.047% | |
2/15/2023 | Morgan Stanley | 14,772,231 | $2.09B | 0.2% | +11.1% | 6.216% | |
2/15/2023 | Mosaic Family Wealth Partners LLC | 4,621 | $0.65M | 0.2% | N/A | 0.002% | |
2/15/2023 | Mariner LLC | 358,578 | $50.65M | 0.2% | +84.8% | 0.151% | |
2/15/2023 | Meridian Wealth Management LLC | 11,675 | $1.65M | 0.2% | +8.1% | 0.005% | |
2/15/2023 | NFJ Investment Group LLC | 19,171 | $2.71M | 0.1% | N/A | 0.008% | |
2/15/2023 | Evergreen Capital Management LLC | 1,489 | $0.21M | 0.0% | N/A | 0.001% | |
2/15/2023 | Exencial Wealth Advisors LLC | 146,906 | $20.75M | 1.1% | -1.1% | 0.062% | |
2/15/2023 | Epic Trust Investment Advisors LLC | 30,762 | $4.35M | 6.5% | +5.3% | 0.013% | |
2/15/2023 | Equitable Holdings Inc. | 195,438 | $27.61M | 0.5% | +15.0% | 0.082% | |
2/15/2023 | First Manhattan Co. | 19,598 | $0.66M | 0.0% | +318.2% | 0.008% | |
2/15/2023 | Forefront Wealth Management Inc. | 6,183 | $0.88M | 1.2% | +31.3% | 0.003% | |
2/15/2023 | Fortis Capital Advisors LLC | 1,500 | $0.21M | 0.1% | N/A | 0.001% | |
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2/15/2023 | Arvest Trust Co. N A | 193,767 | $27.37M | 1.7% | -2.3% | 0.082% | |
2/15/2023 | AlphaCore Capital LLC | 285,768 | $40.37M | 15.7% | +7.0% | 0.120% | |
2/15/2023 | Ancora Advisors LLC | 31,453 | $4.44M | 0.1% | +11.0% | 0.013% | |
2/15/2023 | Aspire Private Capital LLC | 478 | $67.52B | 0.0% | -14.6% | 0.000% | |
2/15/2023 | Atlas Private Wealth Advisors | 13,805 | $1.95M | 1.0% | +11.7% | 0.006% | |
2/15/2023 | Avant Capital LLC | 7,524 | $1.06M | 1.3% | -8.9% | 0.003% | |
2/15/2023 | Bradley Foster & Sargent Inc. CT | 39,953 | $5.64M | 0.1% | +24.7% | 0.017% | |
2/15/2023 | Brogan Financial Inc. | 2,053 | $0.29M | 0.3% | N/A | 0.001% | |
2/15/2023 | Axxcess Wealth Management LLC | 11,902 | $1.68M | 0.1% | -5.7% | 0.005% | |
2/15/2023 | Jefferies Financial Group Inc. | 91,279 | $12.89M | 0.1% | N/A | 0.038% | |