3/15/2024 | B. Riley Wealth Advisors Inc. | 9,070 | $0.23M | 0.0% | -4.9% | 0.003% | |
3/7/2024 | Objective Capital Management LLC | 12,276 | $0.30M | 0.2% | N/A | 0.004% | |
2/29/2024 | Tortoise Investment Management LLC | 96,164 | $2.38M | 0.3% | +5.1% | 0.028% | |
2/28/2024 | EP Wealth Advisors LLC | 99,390 | $2.46M | 0.0% | -0.9% | 0.029% | |
2/26/2024 | Integrated Advisors Network LLC | 15,324 | $0.38M | 0.0% | -8.9% | 0.004% | |
2/23/2024 | Arkansas Financial Group Inc. | 299,860 | $7.43M | 1.4% | -4.5% | 0.086% | |
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2/23/2024 | Chicago Partners Investment Group LLC | 23,223 | $0.56M | 0.0% | -32.3% | 0.007% | |
2/21/2024 | Garde Capital Inc. | 492,470 | $12.21M | 0.9% | +36.8% | 0.142% | |
2/20/2024 | Voisard Asset Management Group Inc. | 11,727 | $0.29M | 0.2% | N/A | 0.003% | |
2/16/2024 | Harbour Investments Inc. | 7,436 | $0.18M | 0.0% | +70.8% | 0.002% | |
2/16/2024 | GSA Capital Partners LLP | 111,035 | $2.75M | 0.2% | +85.7% | 0.032% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 2,497,334 | $61.91M | 0.2% | -9.8% | 0.720% | |
2/15/2024 | Faithward Advisors LLC | 1,306 | $31K | 0.0% | -34.4% | 0.000% | |
2/15/2024 | Townsquare Capital LLC | 8,110 | $0.20M | 0.0% | -12.5% | 0.002% | |
2/15/2024 | Main Street Group LTD | 2,828 | $70K | 0.0% | N/A | 0.001% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 1,036,240 | $25.69M | 0.5% | +1.9% | 0.299% | |
2/15/2024 | Mill Creek Capital Advisors LLC | 42,613 | $1.06M | 0.0% | +114.9% | 0.012% | |
2/15/2024 | Modera Wealth Management LLC | 50,715 | $1.26M | 0.0% | -6.8% | 0.015% | |
2/15/2024 | OLD Mission Capital LLC | 115,185 | $2.86M | 0.1% | -83.1% | 0.033% | |
2/15/2024 | Freedom Investment Management Inc. | 216,801 | $5.38M | 0.4% | +17.2% | 0.063% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 213,126 | $5.28M | 0.1% | -7.4% | 0.061% | |
2/15/2024 | Baird Financial Group Inc. | 33,749 | $0.84M | 0.0% | +10.5% | 0.010% | |
2/15/2024 | Bell Investment Advisors Inc | 59,452 | $1.47M | 0.3% | -2.3% | 0.017% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 24,988 | $0.62M | 0.5% | +7.7% | 0.007% | |
2/15/2024 | Comerica Bank | 44,595 | $1.11M | 0.0% | -31.6% | 0.013% | |
2/14/2024 | Royal Bank of Canada | 167,797 | $4.16M | 0.0% | -87.1% | 0.048% | |
2/14/2024 | Pathstone Holdings LLC | 434,718 | $10.78M | 0.1% | N/A | 0.125% | |
2/14/2024 | Kestra Advisory Services LLC | 17,417 | $0.43M | 0.0% | +26.7% | 0.005% | |
2/14/2024 | Vivaldi Capital Management LP | 97,614 | $2.35M | 0.7% | +24.0% | 0.028% | |
2/14/2024 | Creative Planning | 24,801,528 | $614.83M | 0.9% | -1.5% | 7.154% | |
2/14/2024 | Broadview Financial Management LLC | 32,217 | $0.80M | 0.6% | +130.3% | 0.009% | |
2/14/2024 | Visionary Wealth Advisors | 376,807 | $9.34M | 0.7% | -2.7% | 0.109% | |
2/14/2024 | Cresset Asset Management LLC | 583,939 | $14.48M | 0.1% | -2.8% | 0.168% | |
2/14/2024 | Sollinda Capital Management LLC | 16,419 | $0.41M | 0.1% | N/A | 0.005% | |
2/14/2024 | RE Dickinson Investment Advisors LLC | 78,757 | $1.95M | 1.3% | -1.8% | 0.023% | |
2/14/2024 | Waterford Advisors LLC | 76,636 | $1.90M | 0.9% | N/A | 0.022% | |
2/13/2024 | Envestnet Asset Management Inc. | 3,044,078 | $75.46M | 0.0% | -8.5% | 0.878% | |
2/13/2024 | Vawter Financial Ltd. | 31,665 | $0.79M | 0.6% | +30.6% | 0.009% | |
2/13/2024 | Cetera Advisor Networks LLC | 102,197 | $2.53M | 0.0% | -10.2% | 0.029% | |
2/13/2024 | Per Stirling Capital Management LLC. | 9,201 | $0.23M | 0.0% | N/A | 0.003% | |
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2/13/2024 | Lake Street Advisors Group LLC | 487,799 | $12.09M | 0.8% | -13.3% | 0.141% | |
2/13/2024 | Goldman Sachs Group Inc. | 241,767 | $5.99M | 0.0% | +647.4% | 0.070% | |
2/13/2024 | Peapack Gladstone Financial Corp | 64,639 | $1.60M | 0.0% | -9.3% | 0.019% | |
2/13/2024 | Jones Financial Companies Lllp | 1,086,424 | $26.93M | 0.0% | -1.1% | 0.313% | |
2/13/2024 | James J. Burns & Company LLC | 64,525 | $1.60M | 0.4% | +7.2% | 0.019% | |
2/12/2024 | American Investment Services Inc. | 30,456 | $0.76M | 0.1% | -4.6% | 0.009% | |
2/12/2024 | Warwick Investment Management Inc. | 8,711 | $0.22M | 0.1% | -15.8% | 0.003% | |
2/12/2024 | BlueSky Wealth Advisors LLC | 993,881 | $24.64M | 4.6% | +2.7% | 0.287% | |
2/12/2024 | Tradition Wealth Management LLC | 61,664 | $1.53M | 0.2% | -61.0% | 0.018% | |
2/12/2024 | Clear Investment Research LLC | 4,255 | $0.11M | 0.1% | -22.4% | 0.001% | |
2/12/2024 | Chesapeake Wealth Management | 66,867 | $1.66M | 0.6% | +4.5% | 0.019% | |
2/12/2024 | Strategic Financial Planning Inc. | 139,238 | $3.45M | 2.7% | +0.9% | 0.040% | |
2/12/2024 | Roundview Capital LLC | 41,017 | $1.02M | 0.1% | -54.2% | 0.012% | |
2/12/2024 | New Republic Capital LLC | 4,869 | $0.12M | 0.1% | +40.4% | 0.001% | |
2/12/2024 | Holistic Financial Partners | 253,883 | $6.29M | 3.8% | -1.8% | 0.073% | |
2/12/2024 | Focus Financial Network Inc. ADV | 77,336 | $1.92M | 0.1% | N/A | 0.022% | |
2/12/2024 | Stifel Financial Corp | 403,267 | $10M | 0.0% | -7.2% | 0.116% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 4,344 | $0.11M | 0.0% | -10.8% | 0.001% | |
2/12/2024 | CAP Partners LLC | 43,786 | $1.09M | 1.1% | N/A | 0.013% | |
2/12/2024 | Madden Advisory Services Inc. | 37,332 | $0.93M | 0.5% | +13.1% | 0.011% | |
2/12/2024 | Parallel Advisors LLC | 165,816 | $4.11M | 0.1% | -3.3% | 0.048% | |
2/12/2024 | Glassman Wealth Services | 3,128 | $78K | 0.0% | -19.2% | 0.001% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 193,070 | $4.79M | 0.4% | +3.2% | 0.056% | |
2/9/2024 | Johnson Financial Group Inc. | 1,049 | $26K | 0.0% | +255.6% | 0.000% | |
2/9/2024 | Congress Wealth Management LLC DE | 22,937 | $0.57M | 0.0% | -14.6% | 0.007% | |
2/9/2024 | Advisory Services Network LLC | 5,748 | $0.14M | 0.0% | N/A | 0.002% | |
2/9/2024 | Hoylecohen LLC | 117,330 | $2.91M | 0.2% | +1.2% | 0.034% | |
2/9/2024 | Orion Portfolio Solutions LLC | 11,786 | $0.29M | 0.0% | -59.1% | 0.003% | |
2/9/2024 | Wade Financial Advisory Inc | 18,144 | $0.45M | 0.2% | -13.4% | 0.005% | |
2/9/2024 | SageView Advisory Group LLC | 3,273,046 | $78.39M | 2.8% | +27.6% | 0.944% | |
2/9/2024 | Valley Forge Investment Consultants Inc. ADV | 16,994 | $0.42M | 0.2% | -13.0% | 0.005% | |
2/9/2024 | Commerce Bank | 12,683 | $0.31M | 0.0% | N/A | 0.004% | |
2/9/2024 | US Bancorp DE | 38,371 | $0.95M | 0.0% | +6.9% | 0.011% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 223,634 | $5.54M | 0.0% | +2.0% | 0.065% | |
2/9/2024 | Franklin Resources Inc. | 8,255 | $0.21M | 0.0% | -5.7% | 0.002% | |
2/9/2024 | Milestone Investment Advisors LLC | 10,627 | $0.26M | 0.1% | -16.9% | 0.003% | |
2/9/2024 | Corient Private Wealth LLC | 891,789 | $22.11M | 0.0% | +2.5% | 0.257% | |
2/9/2024 | D.A. Davidson & CO. | 16,295 | $0.40M | 0.0% | -5.8% | 0.005% | |
2/9/2024 | Sachetta LLC | 22,012 | $0.55M | 0.3% | N/A | 0.006% | |
2/9/2024 | Wells Fargo & Company MN | 791,824 | $19.63M | 0.0% | +8.9% | 0.228% | |
2/9/2024 | Schneider Downs Wealth Management Advisors LP | 110,685 | $2.74M | 0.7% | -8.8% | 0.032% | |
2/9/2024 | UBS Group AG | 789,051 | $19.56M | 0.0% | +15.2% | 0.228% | |
2/8/2024 | Main Street Financial Solutions LLC | 198,012 | $4.91M | 0.6% | +2.8% | 0.057% | |
2/8/2024 | Glaxis Capital Management LLC | 8,101 | $0.20M | 0.7% | N/A | 0.002% | |
2/8/2024 | Clarity Capital Advisors LLC | 19,783 | $0.49M | 0.4% | N/A | 0.006% | |
2/8/2024 | Towercrest Capital Management | 482,926 | $11.97M | 2.1% | -0.8% | 0.139% | |
2/8/2024 | Tortoise Investment Management LLC | 94,119 | $2.30M | 0.3% | +2.9% | 0.027% | |
2/8/2024 | Lee Financial Co | 99,533 | $2.47M | 0.4% | -1.4% | 0.029% | |
2/8/2024 | SigFig Wealth Management LLC | 322,121 | $7.99M | 0.3% | +24.5% | 0.093% | |
2/8/2024 | Private Wealth Management Group LLC | 6,665 | $0.17M | 0.1% | N/A | 0.002% | |
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2/8/2024 | Kingsview Wealth Management LLC | 8,905 | $0.22M | 0.0% | -5.4% | 0.003% | |
2/8/2024 | Meridian Wealth Management LLC | 16,775 | $0.42M | 0.0% | -50.2% | 0.005% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 8,218 | $0.20M | 0.0% | N/A | 0.002% | |
2/8/2024 | Beacon Pointe Advisors LLC | 175,149 | $4.34M | 0.1% | -9.3% | 0.051% | |
2/8/2024 | Quadrant Capital Group LLC | 98,444 | $2.44M | 0.2% | -5.4% | 0.028% | |
2/8/2024 | Savvy Advisors Inc. | 12,187 | $0.30M | 0.3% | N/A | 0.004% | |
2/8/2024 | Foundations Investment Advisors LLC | 9,345 | $0.22M | 0.0% | -32.5% | 0.003% | |
2/8/2024 | Janney Montgomery Scott LLC | 49,936 | $1.24M | 0.0% | -18.3% | 0.014% | |
2/8/2024 | Your Advocates Ltd. LLP | 1,190 | $30K | 0.0% | -53.1% | 0.000% | |
2/8/2024 | Marshall Financial Group Inc. ADV | 78,956 | $1.96M | 0.7% | +14.5% | 0.023% | |