3/22/2024 | PNC Financial Services Group Inc. | 31,696 | $1.77M | 0.0% | -6.8% | 0.007% | |
3/15/2024 | Regis Acquisition Inc. | 41,166 | $2.29M | 0.9% | +243.6% | 0.009% | |
3/15/2024 | Skyline Advisors Inc. | 33,480 | $1.86M | 0.9% | N/A | 0.008% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 171,283 | $9.54M | 0.3% | +1.9% | 0.038% | |
3/14/2024 | Leo Wealth LLC | 49,974 | $2.97M | 0.3% | N/A | 0.011% | |
3/14/2024 | Muirfield Wealth Advisors LLC | 14,563 | $0.81M | 0.9% | N/A | 0.003% | |
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3/11/2024 | Vanguard Group Inc. | 6,866 | $0.38M | 0.0% | N/A | 0.002% | |
3/6/2024 | SageView Advisory Group LLC | 24,117 | $1.38M | 0.0% | +58.2% | 0.005% | |
3/1/2024 | Creekmur Asset Management LLC | 1,999 | $0.11M | 0.0% | N/A | 0.000% | |
3/1/2024 | ARK & TLK Investments LLC | 28,614 | $1.59M | 0.5% | N/A | 0.006% | |
3/1/2024 | Goldman Sachs Group Inc. | 569,299 | $31.69M | 0.0% | +239.2% | 0.128% | |
3/1/2024 | Pineridge Advisors LLC | 50,728 | $2.82M | 0.9% | N/A | 0.011% | |
2/29/2024 | Scarborough Advisors LLC | 779 | $43K | 0.0% | N/A | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 55,460 | $3.09M | 0.4% | +5.0% | 0.012% | |
2/28/2024 | EP Wealth Advisors LLC | 33,102 | $1.84M | 0.0% | +64.8% | 0.007% | |
2/26/2024 | Integrated Advisors Network LLC | 21,335 | $1.19M | 0.1% | -4.6% | 0.005% | |
2/23/2024 | Chicago Partners Investment Group LLC | 134,292 | $7.60M | 0.4% | +13.0% | 0.030% | |
2/22/2024 | Sierra Summit Advisors LLC | 5,845 | $0.33M | 0.1% | N/A | 0.001% | |
2/22/2024 | Agilis Partners LLC | 903,629 | $50.31M | 11.5% | +6.6% | 0.203% | |
2/21/2024 | Garde Capital Inc. | 6,942 | $0.39M | 0.0% | -10.7% | 0.002% | |
2/20/2024 | Able Wealth Management LLC | 5,216 | $0.29M | 0.3% | N/A | 0.001% | |
2/17/2024 | Madison Wealth Partners Inc | 109,945 | $6.12M | 2.4% | N/A | 0.025% | |
2/16/2024 | D L Carlson Investment Group Inc. | 758,815 | $44.48M | 9.3% | +31.4% | 0.170% | |
2/16/2024 | SageView Advisory Group LLC | 24,117 | $1.38M | 0.0% | +58.2% | 0.005% | |
2/16/2024 | Oarsman Capital Inc. | 6,439 | $0.36M | 0.1% | N/A | 0.001% | |
2/16/2024 | Harbour Investments Inc. | 261,724 | $14.57M | 0.6% | +1.0% | 0.059% | |
2/16/2024 | O Dell Group LLC | 1,102 | $61K | 0.0% | N/A | 0.000% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 748,577 | $41.67M | 0.1% | -4.6% | 0.168% | |
2/15/2024 | Faithward Advisors LLC | 7,963 | $0.46M | 0.1% | -14.3% | 0.002% | |
2/15/2024 | Venture Visionary Partners LLC | 66,785 | $3.72M | 0.2% | +43.1% | 0.015% | |
2/15/2024 | Townsquare Capital LLC | 13,327 | $0.74M | 0.0% | -31.9% | 0.003% | |
2/15/2024 | Virtue Capital Management LLC | 16,987 | $0.93M | 0.2% | -60.5% | 0.004% | |
2/15/2024 | Ruggaard & Associates LLC | 4,508 | $0.25M | 0.1% | -30.2% | 0.001% | |
2/15/2024 | Main Street Group LTD | 30,330 | $1.69M | 0.6% | N/A | 0.007% | |
2/15/2024 | Baker Avenue Asset Management LP | 8,472 | $0.47M | 0.0% | -3.0% | 0.002% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 56,523 | $3.15M | 0.1% | -5.4% | 0.013% | |
2/15/2024 | Atlas Capital Advisors LLC | 53,560 | $2.98M | 0.4% | +1.2% | 0.012% | |
2/15/2024 | Mission Creek Capital Partners Inc. | 19,646 | $1.09M | 0.3% | -1.1% | 0.004% | |
2/15/2024 | Modera Wealth Management LLC | 34,440 | $1.92M | 0.0% | -0.9% | 0.008% | |
2/15/2024 | Freedom Investment Management Inc. | 79,594 | $4.43M | 0.4% | -7.2% | 0.018% | |
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2/15/2024 | Guardian Wealth Advisors LLC NC | 3,124 | $0.17M | 0.0% | +7.2% | 0.001% | |
2/15/2024 | Buckingham Strategic Partners LLC | 37,306 | $2.08M | 0.1% | -14.7% | 0.008% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 96,780 | $5.39M | 0.1% | +3.9% | 0.022% | |
2/15/2024 | Baird Financial Group Inc. | 17,497 | $0.97M | 0.0% | +37.5% | 0.004% | |
2/15/2024 | Bell Investment Advisors Inc | 23,350 | $1.30M | 0.3% | -15.5% | 0.005% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 54,064 | $3.01M | 2.2% | -0.8% | 0.012% | |
2/15/2024 | Comerica Bank | 4,469 | $0.25M | 0.0% | +21.7% | 0.001% | |
2/14/2024 | Royal Bank of Canada | 758,179 | $42.21M | 0.0% | +1.1% | 0.170% | |
2/14/2024 | Mairs & Power Inc. | 84,000 | $4.68M | 0.0% | -0.8% | 0.019% | |
2/14/2024 | Continuum Advisory LLC | 8,815 | $0.49M | 0.1% | N/A | 0.002% | |
2/14/2024 | Pathstone Holdings LLC | 40,937 | $2.28M | 0.0% | N/A | 0.009% | |
2/14/2024 | Waverly Advisors LLC | 32,192 | $1.79M | 0.1% | +358.2% | 0.007% | |
2/14/2024 | Kestra Advisory Services LLC | 19,944 | $1.11M | 0.0% | -5.2% | 0.004% | |
2/14/2024 | Vivaldi Capital Management LP | 75,004 | $4.32M | 1.3% | -1.5% | 0.017% | |
2/14/2024 | Creative Planning | 682,939 | $38.02M | 0.1% | -3.5% | 0.153% | |
2/14/2024 | MGO One Seven LLC | 8,647 | $0.48M | 0.0% | N/A | 0.002% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 1,407 | $78K | 0.1% | N/A | 0.000% | |
2/14/2024 | Cresset Asset Management LLC | 91,132 | $5.07M | 0.0% | -2.4% | 0.020% | |
2/14/2024 | Connectus Wealth LLC | 20,546 | $1.14M | 0.0% | -0.9% | 0.005% | |
2/14/2024 | Regis Management CO LLC | 158,967 | $8.85M | 2.9% | -1.5% | 0.036% | |
2/14/2024 | Traction Financial Partners LLC | 5,052 | $0.28M | 0.2% | N/A | 0.001% | |
2/14/2024 | Weik Capital Management | 28,340 | $1.58M | 0.7% | -3.7% | 0.006% | |
2/14/2024 | Waterford Advisors LLC | 7,648 | $0.43M | 0.2% | -5.1% | 0.002% | |
2/13/2024 | Morningstar Investment Services LLC | 1,425,586 | $79.71M | 0.5% | +114.4% | 0.320% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,165,439 | $64.88M | 0.0% | -9.8% | 0.262% | |
2/13/2024 | Northern Trust Corp | 87,908 | $4.89M | 0.0% | -0.3% | 0.020% | |
2/13/2024 | Cetera Advisor Networks LLC | 88,449 | $4.92M | 0.0% | +20.3% | 0.020% | |
2/13/2024 | Tower Research Capital LLC TRC | 2,451 | $0.14M | 0.0% | -76.9% | 0.001% | |
2/13/2024 | Lake Street Advisors Group LLC | 36,578 | $2.04M | 0.1% | -1.3% | 0.008% | |
2/13/2024 | Fairview Capital Investment Management LLC | 5,113 | $0.29M | 0.0% | -3.3% | 0.001% | |
2/13/2024 | Holderness Investments Co. | 23,324 | $1.30M | 0.4% | -0.8% | 0.005% | |
2/13/2024 | Goldman Sachs Group Inc. | 569,299 | $31.69M | 0.0% | +239.2% | 0.128% | |
2/13/2024 | CIBC Private Wealth Group LLC | 32,632 | $1.82M | 0.0% | -0.6% | 0.007% | |
2/13/2024 | Belpointe Asset Management LLC | 14,466 | $0.81M | 0.1% | +12.8% | 0.003% | |
2/13/2024 | Rollins Financial Advisors LLC | 8,854 | $0.49M | 0.1% | N/A | 0.002% | |
2/13/2024 | Jones Financial Companies Lllp | 28,138 | $1.57M | 0.0% | +9.2% | 0.006% | |
2/13/2024 | Summit Financial Strategies Inc. | 1,382,186 | $76.95M | 11.8% | -1.2% | 0.310% | |
2/13/2024 | Paulson Wealth Management Inc. | 8,346 | $0.47M | 0.1% | +2.8% | 0.002% | |
2/13/2024 | James J. Burns & Company LLC | 234,228 | $13.04M | 3.1% | +41.3% | 0.053% | |
2/12/2024 | Robinson Smith Wealth Advisors LLC | 296,210 | $16.49M | 16.2% | N/A | 0.066% | |
2/12/2024 | Tradition Wealth Management LLC | 257,720 | $14.35M | 1.5% | +5.0% | 0.058% | |
2/12/2024 | Condor Capital Management | 3,745 | $0.21M | 0.0% | N/A | 0.001% | |
2/12/2024 | Dodds Wealth LLC | 150,147 | $8.36M | 4.3% | N/A | 0.034% | |
2/12/2024 | Adams Wealth Management | 30,315 | $1.69M | 0.5% | +18.8% | 0.007% | |
2/12/2024 | Chesapeake Wealth Management | 74,371 | $4.14M | 1.6% | +5.5% | 0.017% | |
2/12/2024 | Strategic Financial Planning Inc. | 339,229 | $18.89M | 14.8% | +7.7% | 0.076% | |
2/12/2024 | Burkett Financial Services LLC | 10,833 | $0.60M | 0.3% | N/A | 0.002% | |
2/12/2024 | Evoke Wealth LLC | 6,666 | $0.37M | 0.0% | -96.8% | 0.001% | |
2/12/2024 | NYL Investors LLC | 70,000 | $3.90M | 0.2% | +43.1% | 0.016% | |
2/12/2024 | Roundview Capital LLC | 262,696 | $14.62M | 1.3% | +2.9% | 0.059% | |
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2/12/2024 | TFO Wealth Partners LLC | 3,258 | $0.18M | 0.0% | +21.9% | 0.001% | |
2/12/2024 | Focus Financial Network Inc. ADV | 410,055 | $22.83M | 0.9% | N/A | 0.092% | |
2/12/2024 | Stifel Financial Corp | 211,717 | $11.79M | 0.0% | +2.8% | 0.048% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 2,251 | $0.13M | 0.0% | +56.3% | 0.001% | |
2/12/2024 | CAP Partners LLC | 14,541 | $0.81M | 0.8% | N/A | 0.003% | |
2/12/2024 | Somerset Group LLC | 3,763 | $0.21M | 0.2% | N/A | 0.001% | |
2/12/2024 | Madden Advisory Services Inc. | 273,398 | $15.22M | 8.6% | -7.4% | 0.061% | |
2/12/2024 | Mitchell Sinkler & Starr PA | 121,045 | $6.74M | 1.2% | N/A | 0.027% | |
2/12/2024 | Parallel Advisors LLC | 68,093 | $3.79M | 0.1% | -5.5% | 0.015% | |
2/12/2024 | Cape Investment Advisory Inc. | 505,276 | $28.13M | 13.8% | -0.1% | 0.113% | |