10/3/2023 | Appleton Partners Inc. MA | 7,458 | $0.37M | 0.0% | -16.3% | 0.002% | |
9/12/2023 | Farther Finance Advisors LLC | 17,995 | $0.93M | 0.2% | +311.1% | 0.004% | |
9/7/2023 | Strategic Financial Concepts LLC | 69,165 | $3.58M | 1.3% | -0.3% | 0.016% | |
8/30/2023 | Western Wealth Management LLC | 32,754 | $1.69M | 0.1% | +0.8% | 0.007% | |
8/29/2023 | Myecfo LLC | 650,982 | $33.66M | 17.5% | -3.1% | 0.146% | |
8/23/2023 | Rappaport Reiches Capital Management LLC | 61,944 | $3.20M | 1.3% | +21.6% | 0.014% | |
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8/22/2023 | Asset Dedication LLC | 71,854 | $3.71M | 0.3% | -2.0% | 0.016% | |
8/21/2023 | BOKF NA | 2,463 | $0.13M | 0.0% | -16.3% | 0.001% | |
8/21/2023 | Osaic Holdings Inc. | 503,305 | $26.01M | 0.0% | -8.5% | 0.113% | |
8/17/2023 | Orion Portfolio Solutions LLC | 12,568 | $0.65M | 0.0% | -3.3% | 0.003% | |
8/17/2023 | Coppell Advisory Solutions LLC | 4,144 | $0.21M | 0.1% | -33.1% | 0.001% | |
8/16/2023 | Goepper Burkhardt LLC | 352,557 | $18.23M | 11.0% | +0.2% | 0.079% | |
8/16/2023 | CreativeOne Wealth LLC | 4,057 | $0.21M | 0.0% | -43.8% | 0.001% | |
8/15/2023 | Alliancebernstein L.P. | 70,173 | $3.63M | 0.0% | +8.4% | 0.016% | |
8/15/2023 | Wells Fargo & Company MN | 450,773 | $23.31M | 0.0% | +1.8% | 0.101% | |
8/15/2023 | IMA Wealth Inc. | 282,311 | $14.60M | 3.7% | +1.6% | 0.063% | |
8/15/2023 | Jaffetilchin Investment Partners LLC | 402,845 | $20.83M | 2.2% | +6.7% | 0.090% | |
8/15/2023 | Atlas Capital Advisors LLC | 48,906 | $2.53M | 0.4% | -0.7% | 0.011% | |
8/15/2023 | Retirement Group LLC | 15,660 | $0.81M | 0.3% | -17.2% | 0.004% | |
8/15/2023 | Moneta Group Investment Advisors LLC | 56,447 | $2.92M | 0.1% | +16.8% | 0.013% | |
8/15/2023 | Integrated Wealth Concepts LLC | 63,253 | $3.27M | 0.1% | +1.4% | 0.014% | |
8/15/2023 | Blueprint Investment Partners LLC | 67,915 | $3.51M | 1.3% | -3.5% | 0.015% | |
8/15/2023 | Crestwood Advisors Group LLC | 9,015 | $0.47M | 0.0% | -50.5% | 0.002% | |
8/15/2023 | Holderness Investments Co. | 21,973 | $1.14M | 0.4% | +10.5% | 0.005% | |
8/15/2023 | Colony Group LLC | 51,784 | $2.68M | 0.0% | -1.1% | 0.012% | |
8/15/2023 | IHT Wealth Management LLC | 51,685 | $2.67M | 0.1% | -14.3% | 0.012% | |
8/15/2023 | Y Intercept Hong Kong Ltd | 8,602 | $0.45M | 0.0% | +21.2% | 0.002% | |
8/15/2023 | Goldman Sachs Group Inc. | 150,227 | $7.77M | 0.0% | -9.9% | 0.034% | |
8/15/2023 | Belpointe Asset Management LLC | 5,252 | $0.27M | 0.0% | -86.0% | 0.001% | |
8/15/2023 | Ambassador Advisors LLC | 9,295 | $0.48M | 0.1% | -22.7% | 0.002% | |
8/15/2023 | Laurel Wealth Advisors LLC | 2,055 | $0.11M | 0.0% | +166.5% | 0.000% | |
8/15/2023 | Front Row Advisors LLC | 5,837 | $0.30M | 0.1% | -28.7% | 0.001% | |
8/15/2023 | Harbour Investments Inc. | 248,721 | $12.86M | 0.6% | +5.3% | 0.056% | |
8/15/2023 | Waverly Advisors LLC | 7,118 | $0.37M | 0.0% | +35.5% | 0.002% | |
8/15/2023 | Captrust Financial Advisors | 1,117,329 | $57.77M | 0.2% | -0.7% | 0.251% | |
8/15/2023 | Tyler Stone Wealth Management | 1,460 | $75K | 0.0% | N/A | 0.000% | |
8/15/2023 | Royal Bank of Canada | 758,991 | $39.24M | 0.0% | -5.1% | 0.170% | |
8/15/2023 | Rockefeller Capital Management L.P. | 12,136 | $0.63M | 0.0% | -9.2% | 0.003% | |
8/15/2023 | Segall Bryant & Hamill LLC | 19,702 | $1.02M | 0.0% | +1.5% | 0.004% | |
8/15/2023 | SRS Capital Advisors Inc. | 47,746 | $2.47M | 0.3% | +23.0% | 0.011% | |
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8/15/2023 | Stifel Financial Corp | 205,271 | $10.61M | 0.0% | +996.5% | 0.046% | |
8/15/2023 | Grant Street Asset Management Inc. | 20,194 | $1.04M | 0.4% | +1.5% | 0.005% | |
8/15/2023 | Gray Wealth Management Inc. | 24,138 | $1.25M | 0.6% | -2.6% | 0.005% | |
8/15/2023 | Greenline Partners LLC | 15,037 | $0.78M | 0.1% | -21.2% | 0.003% | |
8/15/2023 | Berkshire Asset Management LLC PA | 64,543 | $3.34M | 0.2% | -2.9% | 0.014% | |
8/15/2023 | Balentine LLC | 5,142 | $0.27M | 0.0% | N/A | 0.001% | |
8/15/2023 | Beacon Pointe Advisors LLC | 86,483 | $4.47M | 0.1% | +4.7% | 0.019% | |
8/15/2023 | Cantor Fitzgerald L. P. | 10,883 | $0.56M | 0.0% | -9.3% | 0.002% | |
8/14/2023 | Vivaldi Capital Management LP | 76,433 | $3.95M | 1.2% | -2.8% | 0.017% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 909,775 | $47.04M | 0.2% | -5.1% | 0.204% | |
8/14/2023 | Orion Portfolio Solutions LLC | 12,568 | $0.65M | 0.0% | -3.3% | 0.003% | |
8/14/2023 | United Capital Financial Advisers LLC | 480,515 | $24.84M | 0.1% | -5.0% | 0.108% | |
8/14/2023 | Chilton Capital Management LLC | 19,646 | $1.02M | 0.1% | -1.0% | 0.004% | |
8/14/2023 | Sowell Financial Services LLC | 17,219 | $0.89M | 0.0% | +22.6% | 0.004% | |
8/14/2023 | IFP Advisors Inc | 147,604 | $7.63M | 0.3% | -6.2% | 0.033% | |
8/14/2023 | Morningstar Investment Services LLC | 621,789 | $31.77M | 0.4% | +8.8% | 0.140% | |
8/14/2023 | Tower Research Capital LLC TRC | 1,141 | $59K | 0.0% | -97.9% | 0.000% | |
8/14/2023 | Kohmann Bosshard Financial Services LLC | 48,737 | $2.52M | 0.4% | +1,014.0% | 0.011% | |
8/14/2023 | MML Investors Services LLC | 134,319 | $6.94M | 0.0% | +32.5% | 0.030% | |
8/14/2023 | Buckingham Strategic Partners | 39,155 | $2.02M | 0.1% | -2.5% | 0.009% | |
8/14/2023 | Van Cleef Asset Management Inc | 31,761 | $1.64M | 0.3% | -1.6% | 0.007% | |
8/14/2023 | Investors Research Corp | 1,770 | $92K | 0.0% | -46.9% | 0.000% | |
8/14/2023 | Jackson Hole Capital Partners LLC | 39,793 | $2.06M | 0.6% | -1.1% | 0.009% | |
8/14/2023 | Howe & Rusling Inc. | 27,381 | $1.42M | 0.2% | -15.1% | 0.006% | |
8/14/2023 | Cerity Partners LLC | 348,321 | $18.01M | 0.1% | +4.0% | 0.078% | |
8/14/2023 | Eqis Capital Management Inc. | 134,425 | $6.95M | 0.8% | +40.1% | 0.030% | |
8/11/2023 | SageView Advisory Group LLC | 6,687 | $0.35M | 0.0% | N/A | 0.002% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 85,960 | $4.44M | 0.3% | +1.8% | 0.019% | |
8/11/2023 | Renaissance Technologies LLC | 16,300 | $0.84M | 0.0% | +101.2% | 0.004% | |
8/11/2023 | Baird Financial Group Inc. | 22,205 | $1.15M | 0.0% | -32.1% | 0.005% | |
8/11/2023 | BlackRock Inc. | 8,595 | $0.44M | 0.0% | -87.6% | 0.002% | |
8/11/2023 | Buckingham Strategic Wealth LLC | 97,442 | $5.04M | 0.1% | +13.0% | 0.022% | |
8/11/2023 | Missouri Trust & Investment Co | 19,595 | $1.01M | 0.6% | -5.9% | 0.004% | |
8/11/2023 | Smith Moore & CO. | 44,207 | $2.29M | 0.3% | -3.5% | 0.010% | |
8/11/2023 | Kestra Advisory Services LLC | 21,765 | $1.13M | 0.0% | +24.4% | 0.005% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 7,437 | $0.38M | 0.0% | N/A | 0.002% | |
8/11/2023 | V Wealth Advisors LLC | 16,674 | $0.86M | 0.1% | +3.0% | 0.004% | |
8/11/2023 | Trexquant Investment LP | 10,463 | $0.54M | 0.0% | +112.1% | 0.002% | |
8/11/2023 | Strategic Financial Planning Inc. | 318,892 | $16.49M | 14.6% | -2.1% | 0.072% | |
8/11/2023 | Elgethun Capital Management | 240,602 | $12.44M | 3.7% | -1.8% | 0.054% | |
8/11/2023 | JPMorgan Chase & Co. | 84,210 | $4.35M | 0.0% | +12.3% | 0.019% | |
8/11/2023 | PNC Financial Services Group Inc. | 33,908 | $1.75M | 0.0% | -1.2% | 0.008% | |
8/11/2023 | Northern Trust Corp | 78,989 | $4.08M | 0.0% | -5.4% | 0.018% | |
8/11/2023 | Capital Performance Advisors LLP | 15,057 | $0.78M | 0.4% | N/A | 0.003% | |
8/10/2023 | Osaic Holdings Inc. | 503,305 | $26.01M | 0.0% | -8.5% | 0.113% | |
8/10/2023 | Bessemer Group Inc. | 1,129 | $58K | 0.0% | +36.5% | 0.000% | |
8/10/2023 | WFA of San Diego LLC | 46,322 | $2.40M | 2.4% | -4.0% | 0.010% | |
8/10/2023 | Libra Wealth LLC | 224,598 | $11.61M | 6.3% | +28.3% | 0.050% | |
8/10/2023 | Marshall Financial Group Inc. ADV | 310,983 | $16.08M | 6.2% | -0.5% | 0.070% | |
8/10/2023 | Strategic Family Wealth Counselors L.L.C. | 91,028 | $4.71M | 2.2% | +0.3% | 0.020% | |
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8/10/2023 | Commonwealth Equity Services LLC | 188,956 | $9.77M | 0.0% | +5.4% | 0.042% | |
8/10/2023 | Johnson Investment Counsel Inc. | 103,355 | $5.34M | 0.1% | +0.2% | 0.023% | |
8/10/2023 | Bedel Financial Consulting Inc. | 11,790 | $0.61M | 0.1% | +28.7% | 0.003% | |
8/10/2023 | Treynor Bancshares Inc. | 4,068 | $0.21M | 0.1% | N/A | 0.001% | |
8/10/2023 | Rinkey Investments | 9,126 | $0.47M | 0.2% | -5.3% | 0.002% | |
8/10/2023 | Quadrant Capital Group LLC | 45,648 | $2.36M | 0.2% | +2.7% | 0.010% | |
8/10/2023 | US Bancorp DE | 25,125 | $1.30M | 0.0% | +2.5% | 0.006% | |
8/10/2023 | Private Advisor Group LLC | 61,799 | $3.27M | 0.0% | +5.7% | 0.014% | |
8/10/2023 | Alliance Wealth Management Group | 180,158 | $9.31M | 3.0% | +10.5% | 0.040% | |
8/10/2023 | YHB Investment Advisors Inc. | 40,962 | $2.12M | 0.2% | -2.5% | 0.009% | |