3/15/2023 | B. Riley Wealth Advisors Inc. | 22,079 | $0.43M | 0.0% | -7.0% | 0.008% | |
3/6/2023 | Rockefeller Capital Management L.P. | 492,289 | $9.50M | 0.0% | -8.6% | 0.170% | |
3/6/2023 | OLD Mission Capital LLC | 13,037 | $0.25M | 0.0% | N/A | 0.004% | |
3/2/2023 | Leading Edge Financial Planning LLC | 48,711 | $0.94M | 0.8% | N/A | 0.017% | |
2/24/2023 | Natixis | 22,645 | $0.44M | 0.0% | N/A | 0.008% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 4,383,755 | $84.56M | 0.1% | +156.6% | 1.511% | |
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2/21/2023 | B. Riley Wealth Advisors Inc. | 22,079 | $0.43M | 0.0% | -7.0% | 0.008% | |
2/17/2023 | Truist Financial Corp | 143,420 | $2.77M | 0.0% | -5.6% | 0.049% | |
2/16/2023 | Bensler LLC | 107,676 | $2.08M | 0.5% | -2.8% | 0.037% | |
2/16/2023 | American Trust | 25,012 | $0.48M | 0.0% | +118.6% | 0.009% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 7,913 | $55.27M | 1.4% | -99.8% | 0.003% | |
2/16/2023 | Financial Advocates Investment Management | 12,609 | $0.24M | 0.0% | N/A | 0.004% | |
2/16/2023 | Pacific Capital Wealth Advisors Inc. | 170,576 | $3.29M | 0.9% | N/A | 0.059% | |
2/16/2023 | Personal Capital Advisors Corp | 106,744 | $2.06M | 0.0% | +40.4% | 0.037% | |
2/16/2023 | United Capital Financial Advisers LLC | 32,950 | $0.64M | 0.0% | -1.7% | 0.011% | |
2/15/2023 | Retirement Group LLC | 46,094 | $0.89M | 0.4% | +26.3% | 0.016% | |
2/15/2023 | Front Row Advisors LLC | 4,662 | $90K | 0.0% | -12.9% | 0.002% | |
2/15/2023 | Atlas Capital Advisors LLC | 72,650 | $1.40M | 0.2% | -13.4% | 0.025% | |
2/15/2023 | Apollon Wealth Management LLC | 232,812 | $4.49M | 0.3% | +9.1% | 0.080% | |
2/15/2023 | Captrust Financial Advisors | 32,424 | $0.63M | 0.0% | -23.5% | 0.011% | |
2/15/2023 | Patriot Investment Management Group Inc. | 131,756 | $2.77M | 0.2% | +13.4% | 0.045% | |
2/15/2023 | Cahill Financial Advisors Inc. | 28,540 | $0.55M | 0.1% | +4.7% | 0.010% | |
2/15/2023 | Cerity Partners LLC | 543,102 | $28.45M | 0.2% | -21.8% | 0.187% | |
2/15/2023 | SeaCrest Wealth Management LLC | 60,012 | $1.16M | 0.2% | -3.7% | 0.021% | |
2/15/2023 | Money Concepts Capital Corp | 3,592 | $69K | 0.0% | +119.8% | 0.001% | |
2/15/2023 | Morgan Stanley | 154,137 | $2.97M | 0.0% | -62.3% | 0.053% | |
2/15/2023 | Mariner LLC | 502,532 | $9.69M | 0.0% | +12.1% | 0.173% | |
2/15/2023 | Evergreen Capital Management LLC | 72,714 | $1.40M | 0.1% | +223.5% | 0.025% | |
2/15/2023 | Ancora Advisors LLC | 3,410 | $66K | 0.0% | -33.0% | 0.001% | |
2/14/2023 | Cetera Advisor Networks LLC | 230,754 | $4.45M | 0.0% | +10.6% | 0.080% | |
2/14/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 171,031 | $3.30M | 0.2% | +14.0% | 0.059% | |
2/14/2023 | Jackson Thornton Asset Management LLC | 32,537 | $0.63M | 0.2% | +36.1% | 0.011% | |
2/14/2023 | Grey Fox Wealth Advisors LLC | 11,112 | $0.21M | 0.1% | N/A | 0.004% | |
2/13/2023 | Moran Wealth Management LLC | 95,006 | $1.83M | 0.1% | N/A | 0.033% | |
2/13/2023 | Consilium Wealth Advisory LLC | 21,615 | $0.42M | 0.4% | N/A | 0.007% | |
2/13/2023 | Smith Moore & CO. | 120,806 | $2.33M | 0.3% | -3.3% | 0.042% | |
2/13/2023 | First Republic Investment Management Inc. | 157,640 | $3.04M | 0.0% | +258.1% | 0.054% | |
2/13/2023 | Charles Schwab Investment Management Inc. | 20,624,854 | $397.85M | 0.1% | +6.8% | 7.110% | |
2/13/2023 | Charles Schwab Investment Advisory Inc. | 46,473,993 | $896.48M | 1.5% | +2.2% | 16.020% | |
2/13/2023 | Callan Capital LLC | 17,830 | $0.34M | 0.0% | +3.1% | 0.006% | |
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2/13/2023 | Roundview Capital LLC | 77,328 | $1.49M | 0.2% | +62.4% | 0.027% | |
2/13/2023 | Baird Financial Group Inc. | 127,206 | $2.45M | 0.0% | +27.1% | 0.044% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 86,975 | $1.68M | 0.1% | -48.4% | 0.030% | |
2/13/2023 | BOKF NA | 11,899 | $0.23M | 0.0% | N/A | 0.004% | |
2/13/2023 | Wells Fargo & Company MN | 443,250 | $8.55M | 0.0% | -2.5% | 0.153% | |
2/13/2023 | Renaissance Technologies LLC | 34,000 | $0.66M | 0.0% | -81.7% | 0.012% | |
2/13/2023 | Truepoint Inc. | 142,237 | $2.74M | 0.1% | +152.7% | 0.049% | |
2/13/2023 | Texas Yale Capital Corp. | 99,667 | $1.92M | 0.1% | +190.6% | 0.034% | |
2/13/2023 | Galvin Gaustad & Stein LLC | 13,983 | $0.27M | 0.0% | +16.6% | 0.005% | |
2/13/2023 | Choreo LLC | 25,030 | $0.48M | 0.0% | -2.9% | 0.009% | |
2/13/2023 | Atria Wealth Solutions Inc. | 71,865 | $1.39M | 0.0% | +378.1% | 0.025% | |
2/13/2023 | Betterment LLC | 494,540 | $9.54M | 0.0% | +19.8% | 0.170% | |
2/13/2023 | REDW Wealth LLC | 80,340 | $1.55M | 0.5% | -12.8% | 0.028% | |
2/13/2023 | Rooted Wealth Advisors Inc. | 21,256 | $0.41M | 0.3% | N/A | 0.007% | |
2/13/2023 | JPMorgan Chase & Co. | 46,924 | $0.91M | 0.0% | -28.9% | 0.016% | |
2/10/2023 | Bank of America Corp DE | 95,394 | $1.84M | 0.0% | -34.4% | 0.033% | |
2/10/2023 | Assetmark Inc. | 7,359 | $0.14M | 0.0% | N/A | 0.003% | |
2/10/2023 | Fairview Capital Investment Management LLC | 123,465 | $2.38M | 0.2% | +16.7% | 0.043% | |
2/10/2023 | Watershed Private Wealth LLC | 66,860 | $1.29M | 1.0% | N/A | 0.023% | |
2/10/2023 | Coastal Investment Advisors Inc. | 1,601 | $31K | 0.0% | -45.7% | 0.001% | |
2/10/2023 | Patton Fund Management Inc. | 50,811 | $0.98M | 0.3% | N/A | 0.018% | |
2/10/2023 | Advisor Group Holdings Inc. | 87,289 | $1.68M | 0.0% | -58.6% | 0.030% | |
2/10/2023 | Vise Technologies Inc. | 290,239 | $5.60M | 1.8% | +3.1% | 0.100% | |
2/10/2023 | PNC Financial Services Group Inc. | 3,032,541 | $58.50M | 0.1% | -3.7% | 1.045% | |
2/10/2023 | Blair William & Co. IL | 6,704 | $0.13M | 0.0% | -11.4% | 0.002% | |
2/10/2023 | Omega Financial Group LLC | 271,350 | $5.23M | 2.7% | -3.7% | 0.094% | |
2/10/2023 | Blue Barn Wealth LLC | 13,877 | $0.27M | 0.2% | -10.8% | 0.005% | |
2/10/2023 | Tempus Wealth Planning LLC | 35,180 | $0.68M | 0.4% | N/A | 0.012% | |
2/9/2023 | Everhart Financial Group Inc. | 17,109 | $0.33M | 0.2% | +32.2% | 0.006% | |
2/9/2023 | Braun Bostich & Associates Inc. | 29,868 | $0.58M | 1.7% | +16.4% | 0.010% | |
2/9/2023 | Firestone Capital Management | 427,375 | $8.24M | 3.1% | +21.7% | 0.147% | |
2/9/2023 | Chicago Partners Investment Group LLC | 97,355 | $2.06M | 0.1% | +22.8% | 0.034% | |
2/9/2023 | Foster & Motley Inc. | 868,859 | $16.76M | 1.4% | -2.2% | 0.300% | |
2/9/2023 | Huntington National Bank | 3,254 | $63K | 0.0% | +311.4% | 0.001% | |
2/9/2023 | HBK Sorce Advisory LLC | 234,858 | $4.53M | 0.1% | +33.8% | 0.081% | |
2/9/2023 | Lee Financial Co | 38,538 | $0.74M | 0.1% | +564.7% | 0.013% | |
2/9/2023 | MAI Capital Management | 119,551 | $2.31M | 0.0% | +89.1% | 0.041% | |
2/9/2023 | HighTower Advisors LLC | 136,738 | $2.64M | 0.0% | -2.1% | 0.047% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 75,525 | $1.46M | 0.0% | -20.3% | 0.026% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 27,951 | $0.54M | 0.0% | -24.0% | 0.010% | |
2/8/2023 | Efficient Advisors LLC | 32,621 | $0.63M | 0.1% | +10.7% | 0.011% | |
2/8/2023 | Roble Belko & Company Inc | 17,060 | $0.33M | 0.1% | +26.0% | 0.006% | |
2/8/2023 | Raymond James & Associates | 23,241 | $0.45M | 0.0% | +23.5% | 0.008% | |
2/8/2023 | Interactive Financial Advisors | 130,552 | $2.52M | 1.5% | +17.9% | 0.045% | |
2/8/2023 | One Day In July LLC | 10,621 | $0.21M | 0.0% | N/A | 0.004% | |
2/8/2023 | Belpointe Asset Management LLC | 4,486 | $87K | 0.0% | N/A | 0.002% | |
2/8/2023 | UBS Group AG | 355,375 | $6.86M | 0.0% | +14.8% | 0.123% | |
2/8/2023 | Orion Portfolio Solutions LLC | 27,719 | $0.54M | 0.0% | +13.6% | 0.010% | |
2/8/2023 | Hillcrest Wealth Advisors NY LLC | 45,825 | $0.88M | 0.5% | +76.8% | 0.016% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 37,598 | $0.73M | 0.0% | -57.4% | 0.013% | |
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2/8/2023 | Gerber Kawasaki Wealth & Investment Management | 59,272 | $1.14M | 0.1% | N/A | 0.020% | |
2/8/2023 | Blume Capital Management Inc. | 4,030 | $78K | 0.0% | -33.2% | 0.001% | |
2/8/2023 | Nwam LLC | 22,975 | $0.44M | 0.0% | +100.2% | 0.008% | |
2/8/2023 | Theory Financial LLC | 14,671 | $0.28M | 0.2% | N/A | 0.005% | |
2/8/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 171,585 | $3.31M | 0.2% | +17.4% | 0.059% | |
2/7/2023 | Capital Insight Partners LLC | 94,956 | $1.83M | 0.5% | -54.5% | 0.033% | |
2/7/2023 | Catalyst Capital Advisors LLC | 1,128,632 | $21.77M | 0.7% | +12.7% | 0.389% | |
2/7/2023 | Rational Advisors LLC | 2,295,446 | $44.28M | 3.7% | -25.7% | 0.791% | |
2/7/2023 | Commonwealth Equity Services LLC | 57,957 | $1.12M | 0.0% | +1.3% | 0.020% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 173,001 | $3.34M | 0.1% | -74.1% | 0.060% | |