4/18/2024 | Omega Financial Group LLC | 17,264 | $1.63M | 0.7% | -6.3% | 0.114% | |
4/18/2024 | Compass Ion Advisors LLC | 2,986 | $281K | 0.0% | +5.7% | 0.020% | |
4/17/2024 | Trilogy Capital Inc. | 17,693 | $1.67M | 0.1% | +41.4% | 0.117% | |
4/17/2024 | Private Ocean LLC | 3,027 | $285K | 0.0% | -9.5% | 0.020% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 9,387 | $885K | 0.0% | +2.5% | 0.062% | |
4/12/2024 | Worth Asset Management LLC | 7,651 | $721K | 0.4% | N/A | 0.051% | |
|
4/11/2024 | City Holding Co. | 18,515 | $1.75M | 0.3% | -1.3% | 0.119% | |
4/2/2024 | Heartwood Wealth Advisors LLC | 2,691 | $254K | 0.0% | +25.2% | 0.017% | |
3/22/2024 | PNC Financial Services Group Inc. | 35,445 | $3.38M | 0.0% | -12.6% | 0.228% | |
3/14/2024 | Yeomans Consulting Group Inc. | 11,677 | $1.11M | 0.6% | N/A | 0.075% | |
3/8/2024 | ICA Group Wealth Management LLC | 5,145 | $490K | 0.1% | +28.2% | 0.033% | |
3/4/2024 | Richardson Financial Services Inc. | 1,046 | $100K | 0.1% | N/A | 0.007% | |
3/1/2024 | ARK & TLK Investments LLC | 4,463 | $425K | 0.1% | N/A | 0.029% | |
3/1/2024 | Goldman Sachs Group Inc. | 157,330 | $15.00M | 0.0% | -8.8% | 1.013% | |
2/23/2024 | Beacon Financial Group | 3,176 | $303K | 0.0% | -58.8% | 0.020% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 5,080 | $484K | 0.0% | N/A | 0.033% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 3,434 | $327K | 0.0% | -8.2% | 0.022% | |
2/15/2024 | Baird Financial Group Inc. | 4,673 | $445K | 0.0% | -30.0% | 0.030% | |
2/15/2024 | Cohen & Steers Inc. | 316 | $30K | 0.0% | -77.5% | 0.002% | |
2/14/2024 | Royal Bank of Canada | 107,257 | $10.22M | 0.0% | +124.4% | 0.691% | |
2/14/2024 | Pathstone Holdings LLC | 24,065 | $2.29M | 0.0% | N/A | 0.155% | |
2/14/2024 | Kestra Advisory Services LLC | 21,097 | $2.01M | 0.0% | +6.8% | 0.136% | |
2/14/2024 | Creative Planning | 111,631 | $10.64M | 0.0% | -2.4% | 0.719% | |
2/14/2024 | Balyasny Asset Management L.P. | 5,111 | $487K | 0.0% | N/A | 0.033% | |
2/13/2024 | Envestnet Asset Management Inc. | 341,269 | $32.53M | 0.0% | -3.4% | 2.197% | |
2/13/2024 | Northern Trust Corp | 2,705,926 | $257.93M | 0.0% | +7.6% | 17.424% | |
2/13/2024 | Cetera Advisor Networks LLC | 7,150 | $682K | 0.0% | -7.5% | 0.046% | |
2/13/2024 | Tower Research Capital LLC TRC | 27,350 | $2.61M | 0.0% | -19.2% | 0.176% | |
2/13/2024 | Goldman Sachs Group Inc. | 157,330 | $15.00M | 0.0% | -8.8% | 1.013% | |
2/12/2024 | Stifel Financial Corp | 12,318 | $1.17M | 0.0% | -1.3% | 0.079% | |
2/9/2024 | Advisory Services Network LLC | 937 | $89K | 0.0% | N/A | 0.006% | |
2/9/2024 | Avantax Planning Partners Inc. | 2,150 | $205K | 0.0% | -89.7% | 0.014% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 8,912 | $849K | 0.0% | +43.0% | 0.057% | |
2/9/2024 | AWM Capital LLC | 5,970 | $569K | 0.1% | N/A | 0.038% | |
2/9/2024 | Franklin Resources Inc. | 4,767 | $454K | 0.0% | -12.4% | 0.031% | |
2/9/2024 | Assetmark Inc. | 36,632 | $3.49M | 0.0% | -1.3% | 0.236% | |
2/9/2024 | Corient Private Wealth LLC | 9,823 | $936K | 0.0% | +20.6% | 0.063% | |
2/9/2024 | Sachetta LLC | 2,029 | $193K | 0.1% | N/A | 0.013% | |
2/9/2024 | Wells Fargo & Company MN | 733,758 | $69.94M | 0.0% | -6.9% | 4.725% | |
2/9/2024 | UBS Group AG | 87,403 | $8.33M | 0.0% | +219.1% | 0.563% | |
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2/9/2024 | PNC Financial Services Group Inc. | 35,445 | $3.38M | 0.0% | -12.6% | 0.228% | |
2/8/2024 | Brown Advisory Inc. | 10,001 | $953K | 0.0% | -4.8% | 0.064% | |
2/8/2024 | Great Lakes Advisors LLC | 13,711 | $1.31M | 0.0% | -4.1% | 0.088% | |
2/8/2024 | Janney Montgomery Scott LLC | 5,528 | $527K | 0.0% | -10.3% | 0.036% | |
2/7/2024 | Forum Financial Management LP | 5,979 | $570K | 0.0% | -20.5% | 0.038% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 3,149 | $300K | 0.0% | +26.7% | 0.020% | |
2/7/2024 | One Capital Management LLC | 5,232 | $499K | 0.0% | -26.1% | 0.034% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 2,231 | $213K | 0.1% | N/A | 0.014% | |
2/7/2024 | BNP Paribas Financial Markets | 1,170 | $112K | 0.0% | -97.7% | 0.008% | |
2/7/2024 | Rossmore Private Capital | 2,245 | $214K | 0.0% | N/A | 0.014% | |
2/7/2024 | Principal Securities Inc. | 317 | $30K | 0.0% | N/A | 0.002% | |
2/6/2024 | Cullen Frost Bankers Inc. | 55,296 | $5.27M | 0.1% | +1,576.1% | 0.356% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 1,864,241 | $177.70M | 0.0% | +0.7% | 12.004% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,890 | $657K | 0.0% | +7.4% | 0.044% | |
2/6/2024 | Private Advisor Group LLC | 104,236 | $9.94M | 0.1% | +12.5% | 0.671% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 9,155 | $873K | 0.0% | +33.2% | 0.059% | |
2/6/2024 | NTV Asset Management LLC | 6,000 | $572K | 0.1% | -19.5% | 0.039% | |
2/6/2024 | Aveo Capital Partners LLC | 20,464 | $1.95M | 0.2% | N/A | 0.132% | |
2/2/2024 | Valmark Advisers Inc. | 10,869 | $1.04M | 0.0% | +3.4% | 0.070% | |
2/2/2024 | Citizens Financial Group Inc. RI | 59,859 | $5.71M | 0.2% | -1.6% | 0.385% | |
2/2/2024 | Truist Financial Corp | 270,133 | $25.75M | 0.0% | -3.2% | 1.739% | |
2/2/2024 | Abbrea Capital LLC | 5,340 | $509K | 0.1% | +2.8% | 0.034% | |
2/2/2024 | Capital Advisors Ltd. LLC | 353 | $34K | 0.0% | -58.1% | 0.002% | |
1/31/2024 | Greenleaf Trust | 4,963 | $473K | 0.0% | +73.8% | 0.032% | |
1/31/2024 | American Financial Advisors LLC | 22,042 | $2.10M | 0.3% | -3.1% | 0.142% | |
1/31/2024 | Curran Financial Partners LLC | 2,693 | $247K | 0.1% | -5.5% | 0.017% | |
1/30/2024 | Windward Private Wealth Management Inc. | 2,994 | $285K | 0.1% | +21.8% | 0.019% | |
1/29/2024 | Capital Advisors Inc. OK | 88,042 | $8.39M | 0.2% | N/A | 0.567% | |
1/26/2024 | Cerity Partners LLC | 14,941 | $1.42M | 0.0% | +4.0% | 0.096% | |
1/26/2024 | Financial Counselors Inc. | 4,338 | $413K | 0.0% | +19.6% | 0.028% | |
1/26/2024 | Avion Wealth | 19,088 | $1.82M | 0.5% | +127.5% | 0.123% | |
1/26/2024 | Geneos Wealth Management Inc. | 17,235 | $1.64M | 0.1% | -4.2% | 0.111% | |
1/25/2024 | HBK Sorce Advisory LLC | 5,029 | $479K | 0.0% | -13.4% | 0.032% | |
1/25/2024 | International Assets Investment Management LLC | 1,049 | $100K | 0.0% | +2,180.4% | 0.007% | |
1/25/2024 | Phillips Financial Management LLC | 24,584 | $2.34M | 0.2% | -7.3% | 0.158% | |
1/24/2024 | Stratos Wealth Partners LTD. | 2,917 | $278K | 0.0% | N/A | 0.019% | |
1/24/2024 | International Assets Investment Management LLC | 1,049 | $100K | 0.0% | +2,180.4% | 0.007% | |
1/24/2024 | Private Trust Co. NA | 1,441 | $137K | 0.0% | +25.2% | 0.009% | |
1/24/2024 | Autumn Glory Partners LLC | 2,640 | $249K | 0.1% | N/A | 0.017% | |
1/23/2024 | Etfidea LLC | 5,013 | $478K | 0.2% | -36.5% | 0.032% | |
1/23/2024 | TIAA Trust National Association | 2,194 | $209K | 0.0% | N/A | 0.014% | |
1/22/2024 | Osborne Partners Capital Management LLC | 16,868 | $1.61M | 0.1% | -16.1% | 0.109% | |
1/22/2024 | Bensler LLC | 9,946 | $948K | 0.2% | -17.6% | 0.064% | |
1/18/2024 | Global Retirement Partners LLC | 732 | $69K | 0.0% | +17.7% | 0.005% | |
1/18/2024 | Austin Private Wealth LLC | 2,624 | $250K | 0.0% | N/A | 0.017% | |
1/18/2024 | West Wealth Group LLC | 4,652 | $443K | 0.2% | -16.2% | 0.030% | |
1/17/2024 | Heartwood Wealth Advisors LLC | 2,150 | $205K | 0.0% | N/A | 0.014% | |
1/17/2024 | RTD Financial Advisors Inc. | 25,304 | $2.41M | 0.3% | -23.3% | 0.163% | |
1/16/2024 | Raymond James & Associates | 53,807 | $5.13M | 0.0% | +315.6% | 0.346% | |
1/12/2024 | Patton Fund Management Inc. | 149,882 | $14.29M | 3.2% | -4.2% | 0.965% | |
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1/12/2024 | Summit Financial Group Inc. | 5,877 | $560K | 0.2% | -8.7% | 0.038% | |
1/12/2024 | Trilogy Capital Inc. | 12,509 | $1.19M | 0.1% | +44.1% | 0.081% | |
1/11/2024 | Whittier Trust Co. of Nevada Inc. | 2,855 | $272K | 0.0% | N/A | 0.018% | |
1/11/2024 | City Holding Co. | 18,765 | $1.79M | 0.3% | -3.0% | 0.121% | |
1/11/2024 | Omega Financial Group LLC | 18,420 | $1.76M | 0.8% | +15.1% | 0.119% | |
1/11/2024 | Falcon Wealth Planning | 42,391 | $4.04M | 0.7% | +63.8% | 0.273% | |
1/10/2024 | Moller Financial Services | 14,224 | $1.36M | 0.4% | +38.6% | 0.092% | |
1/10/2024 | Marcum Wealth LLC | 3,532 | $337K | 0.0% | N/A | 0.023% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 2,267 | $216K | 0.0% | +17.9% | 0.015% | |
12/8/2023 | Etfidea LLC | 7,890 | $654K | 0.3% | -11.6% | 0.051% | |