3/28/2023 | Werba Rubin Papier Wealth Management | 5,392 | $0.30M | 0.1% | N/A | 0.002% | |
3/15/2023 | Milestone Investment Advisors LLC | 275,792 | $15.32M | 5.4% | N/A | 0.112% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 19,015 | $1.06M | 0.0% | +57.7% | 0.008% | |
3/13/2023 | Claro Advisors LLC | 25,434 | $1.41M | 0.5% | N/A | 0.010% | |
3/10/2023 | Mather Group LLC. | 8,914,118 | $495.27M | 9.5% | +15.3% | 3.628% | |
3/6/2023 | Rockefeller Capital Management L.P. | 68,554 | $3.81M | 0.0% | -18.6% | 0.028% | |
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3/2/2023 | Reston Wealth Management LLC | 72,946 | $4.05M | 2.2% | +6.1% | 0.030% | |
3/1/2023 | Smithbridge Asset Management Inc. DE | 78,570 | $4.37M | 1.2% | +1.2% | 0.032% | |
3/1/2023 | Whitener Capital Management Inc. | 6,385 | $0.36M | 0.2% | -15.4% | 0.003% | |
3/1/2023 | Panoramic Investment Advisors LLC | 36,719 | $2.04M | 2.1% | N/A | 0.015% | |
2/28/2023 | Trust Investment Advisors | 3,970 | $0.22M | 0.1% | N/A | 0.002% | |
2/27/2023 | Kalos Management Inc. | 3,185 | $0.18M | 0.4% | N/A | 0.001% | |
2/24/2023 | Garde Capital Inc. | 298,451 | $16.58M | 2.0% | +21.2% | 0.122% | |
2/24/2023 | Athena Investment Management | 28,666 | $1.59M | 1.2% | +2.3% | 0.012% | |
2/23/2023 | Chesapeake Wealth Management | 33,819 | $1.88M | 0.8% | +1.0% | 0.014% | |
2/21/2023 | Insight Advisors LLC PA | 45,345 | $2.50M | 0.9% | -1.7% | 0.019% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 1,071,616 | $59.54M | 0.1% | +14.9% | 0.437% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 19,015 | $1.06M | 0.0% | +57.7% | 0.008% | |
2/17/2023 | Truist Financial Corp | 581,132 | $32.29M | 0.1% | -2.2% | 0.237% | |
2/17/2023 | Palouse Capital Management Inc. | 3,669 | $7.68M | 0.5% | N/A | 0.001% | |
2/16/2023 | Bensler LLC | 72,807 | $4.05M | 0.9% | +4.5% | 0.030% | |
2/16/2023 | GHP Investment Advisors Inc. | 328,358 | $18.24M | 1.2% | +11.6% | 0.134% | |
2/16/2023 | WealthPLAN Partners LLC | 7,357 | $0.47M | 0.0% | N/A | 0.003% | |
2/16/2023 | American Trust | 110,061 | $6.12M | 0.6% | N/A | 0.045% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 7,913 | $46.44M | 1.2% | -98.6% | 0.003% | |
2/16/2023 | Berkshire Asset Management LLC PA | 90,232 | $5.01M | 0.3% | +28.3% | 0.037% | |
2/16/2023 | Certified Advisory Corp | 42,082 | $2.34M | 0.5% | N/A | 0.017% | |
2/16/2023 | Clay Northam Wealth Management LLC | 122,959 | $6.83M | 7.9% | N/A | 0.050% | |
2/16/2023 | CreativeOne Wealth LLC | 29,269 | $1.63M | 0.1% | -0.7% | 0.012% | |
2/16/2023 | Financial Advocates Investment Management | 57,694 | $3.21M | 0.2% | -34.5% | 0.024% | |
2/16/2023 | Personal Capital Advisors Corp | 3,690 | $0.21M | 0.0% | N/A | 0.002% | |
2/16/2023 | RFG Advisory LLC | 15,925 | $1.01M | 0.1% | -3.9% | 0.006% | |
2/16/2023 | Resurgent Financial Advisors LLC | 1,902 | $0.11M | 0.1% | N/A | 0.001% | |
2/16/2023 | United Capital Financial Advisers LLC | 819,978 | $45.56M | 0.3% | -13.6% | 0.335% | |
2/16/2023 | Harbour Investments Inc. | 63,307 | $3.52M | 0.2% | +16.5% | 0.026% | |
2/16/2023 | One Capital Management LLC | 96,229 | $5.35M | 0.3% | -66.0% | 0.039% | |
2/16/2023 | IMA Wealth Inc. | 62,205 | $3.46M | 0.9% | +8.5% | 0.025% | |
2/16/2023 | Silverlake Wealth Management LLC | 37,527 | $2.09M | 1.3% | N/A | 0.015% | |
2/15/2023 | Retirement Group LLC | 3,619 | $0.20M | 0.1% | +74.9% | 0.001% | |
2/15/2023 | TD Capital Management LLC | 743 | $41K | 0.0% | -26.9% | 0.000% | |
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2/15/2023 | Greenwood Gearhart Inc. | 5,109 | $0.28M | 0.0% | +8.2% | 0.002% | |
2/15/2023 | Front Row Advisors LLC | 5,302 | $0.30M | 0.2% | -16.8% | 0.002% | |
2/15/2023 | CI Private Wealth LLC | 11,969 | $0.67M | 0.0% | N/A | 0.005% | |
2/15/2023 | WealthPlan Investment Management LLC | 7,357 | $0.46M | 0.0% | +8.0% | 0.003% | |
2/15/2023 | Moneta Group Investment Advisors LLC | 835,799,910 | $46.44B | 1.2% | +146,562.4% | 341.073% | |
2/15/2023 | CIC Wealth LLC | 10,249 | $0.57M | 0.2% | N/A | 0.004% | |
2/15/2023 | Apollon Wealth Management LLC | 81,589 | $4.53M | 0.3% | +0.5% | 0.033% | |
2/15/2023 | Goepper Burkhardt LLC | 269,784 | $14.99M | 10.5% | +0.9% | 0.110% | |
2/15/2023 | Captrust Financial Advisors | 202,531 | $11.25M | 0.1% | -1.0% | 0.083% | |
2/15/2023 | IHT Wealth Management LLC | 77,223 | $4.29M | 0.3% | -8.3% | 0.032% | |
2/15/2023 | Jane Street Group LLC | 123,701 | $6.87M | 0.0% | N/A | 0.050% | |
2/15/2023 | SageView Advisory Group LLC | 13,330 | $0.74M | 0.1% | N/A | 0.005% | |
2/15/2023 | Patriot Investment Management Group Inc. | 9,114 | $0.56M | 0.0% | +56.3% | 0.004% | |
2/15/2023 | Cahill Financial Advisors Inc. | 59,554 | $3.31M | 0.6% | -4.1% | 0.024% | |
2/15/2023 | Legacy Financial Strategies LLC | 500,121 | $27.79M | 11.5% | +3.1% | 0.204% | |
2/15/2023 | Cerity Partners LLC | 432,910 | $24.05M | 0.2% | +1,309.9% | 0.177% | |
2/15/2023 | Shorepoint Capital Partners LLC | 112,895 | $6.27M | 1.7% | -3.0% | 0.046% | |
2/15/2023 | Smith Anglin Financial LLC | 46,989 | $2.61M | 0.5% | -1.3% | 0.019% | |
2/15/2023 | Sovereign Financial Group Inc. | 30,446 | $1.69M | 0.7% | -37.7% | 0.012% | |
2/15/2023 | Strategic Investment Solutions Inc. IL | 7,340 | $0.47M | 0.2% | N/A | 0.003% | |
2/15/2023 | Laidlaw Wealth Management LLC | 127,052 | $7.06M | 1.5% | +1.8% | 0.052% | |
2/15/2023 | Linscomb & Williams Inc. | 70,298 | $3.91M | 0.2% | +251.2% | 0.029% | |
2/15/2023 | Money Concepts Capital Corp | 30,784 | $1.71M | 0.1% | +29.5% | 0.013% | |
2/15/2023 | Montag & Caldwell LLC | 3,954 | $0.22M | 0.0% | -49.3% | 0.002% | |
2/15/2023 | Morgan Stanley | 1,164,265 | $64.69M | 0.0% | -26.7% | 0.475% | |
2/15/2023 | Mariner LLC | 3,492,586 | $194.05M | 0.6% | +12.2% | 1.425% | |
2/15/2023 | Equitable Holdings Inc. | 87,183 | $4.84M | 0.1% | +13.8% | 0.036% | |
2/15/2023 | Facet Wealth Inc. | 5,745 | $0.36M | 0.0% | N/A | 0.002% | |
2/15/2023 | FinTrust Capital Advisors LLC | 4,520 | $0.25M | 0.1% | +12.5% | 0.002% | |
2/15/2023 | Ancora Advisors LLC | 11,098 | $0.62M | 0.0% | -2.9% | 0.005% | |
2/15/2023 | Apexium Financial LP | 110,691 | $6.15M | 0.6% | +17.5% | 0.045% | |
2/15/2023 | Avant Capital LLC | 28,164 | $1.57M | 1.9% | -2.6% | 0.011% | |
2/15/2023 | ICA Group Wealth Management LLC | 1,114 | $62K | 0.0% | N/A | 0.000% | |
2/14/2023 | Oxford Financial Group Ltd. | 13,178 | $0.73M | 0.1% | -45.5% | 0.005% | |
2/14/2023 | SJA Financial Advisory LLC | 43,011 | $2.39M | 2.1% | N/A | 0.018% | |
2/14/2023 | Cetera Advisor Networks LLC | 640,077 | $35.56M | 0.3% | +22.9% | 0.261% | |
2/14/2023 | Cetera Investment Advisers | 374,235 | $20.79M | 0.2% | +137.5% | 0.153% | |
2/14/2023 | Cetera Advisors LLC | 247,719 | $13.76M | 0.2% | +110.2% | 0.101% | |
2/14/2023 | Laurel Wealth Advisors Inc. | 13,758 | $0.76M | 0.1% | -2.1% | 0.006% | |
2/14/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 472,718 | $26.26M | 2.0% | -32.6% | 0.193% | |
2/14/2023 | Grey Fox Wealth Advisors LLC | 3,602 | $0.20M | 0.1% | N/A | 0.001% | |
2/14/2023 | Lowe Brockenbrough & Co. Inc. | 358,523 | $19.92M | 1.7% | +19.7% | 0.146% | |
2/14/2023 | Silvercrest Asset Management Group LLC | 6,932 | $0.39M | 0.0% | N/A | 0.003% | |
2/14/2023 | Private Wealth Strategies L.L.C. | 327,666 | $18.22M | 5.2% | +4.8% | 0.134% | |
2/14/2023 | Townsquare Capital LLC | 4,483 | $0.25M | 0.0% | N/A | 0.002% | |
2/13/2023 | Financial Planning & Information Services Inc. | 13,059 | $0.73M | 0.2% | N/A | 0.005% | |
2/13/2023 | Summit Asset Management LLC | 327,240 | $18.18M | 5.3% | +1.7% | 0.134% | |
2/13/2023 | First Republic Investment Management Inc. | 24,844 | $1.38M | 0.0% | -5.8% | 0.010% | |
2/13/2023 | Charles Schwab Investment Advisory Inc. | 150,619 | $8.37M | 0.0% | +1,065.9% | 0.061% | |
2/13/2023 | Baird Financial Group Inc. | 190,175 | $10.57M | 0.0% | +656.7% | 0.078% | |
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2/13/2023 | Kingsview Wealth Management LLC | 54,841 | $3.05M | 0.1% | -3.5% | 0.022% | |
2/13/2023 | Apriem Advisors | 5,623 | $0.31M | 0.1% | -6.7% | 0.002% | |
2/13/2023 | BOKF NA | 4,495 | $0.25M | 0.0% | +17.3% | 0.002% | |
2/13/2023 | Bessemer Group Inc. | 7,484 | $0.42M | 0.0% | +243.3% | 0.003% | |
2/13/2023 | Integrated Wealth Concepts LLC | 330,763 | $18.38M | 0.5% | +229.6% | 0.135% | |
2/13/2023 | Wells Fargo & Company MN | 411,722 | $22.88M | 0.0% | -31.6% | 0.168% | |
2/13/2023 | Joseph P. Lucia & Associates LLC | 53,393 | $2.97M | 2.2% | -3.8% | 0.022% | |
2/13/2023 | Southern Wealth Management LLP | 18,699 | $1.04M | 0.4% | +21.3% | 0.008% | |
2/13/2023 | Forte Capital LLC ADV | 4,752 | $0.26M | 0.0% | N/A | 0.002% | |
2/13/2023 | D L Carlson Investment Group Inc. | 8,351 | $0.46M | 0.1% | -41.0% | 0.003% | |