3/15/2024 | Hart & Patterson Financial Group LLC | 464,490 | $26.20M | 13.6% | N/A | 0.073% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 98,599 | $5.56M | 0.1% | +9.6% | 0.015% | |
3/15/2024 | VanderPol Investments L.L.C. | 39,981 | $2.26M | 7.7% | N/A | 0.006% | |
3/14/2024 | Ables Iannone Moore & Associates Inc. | 2,024 | $0.11M | 0.1% | N/A | 0.000% | |
3/14/2024 | Leo Wealth LLC | 5,039 | $0.30M | 0.0% | N/A | 0.001% | |
3/14/2024 | Muirfield Wealth Advisors LLC | 118,764 | $6.70M | 7.1% | N/A | 0.019% | |
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3/13/2024 | MONECO Advisors LLC | 38,348 | $2.16M | 0.4% | +1.9% | 0.006% | |
3/12/2024 | Rovin Capital UT ADV | 30,887 | $1.74M | 0.8% | -0.7% | 0.005% | |
3/11/2024 | Vanguard Group Inc. | 7,887 | $0.45M | 0.0% | N/A | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 15,427 | $0.87M | 0.0% | +2.4% | 0.002% | |
3/5/2024 | True Vision MN LLC | 5,807 | $0.33M | 0.3% | N/A | 0.001% | |
3/1/2024 | ARK & TLK Investments LLC | 10,434 | $0.59M | 0.2% | N/A | 0.002% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,641,012 | $92.55M | 0.0% | +2,285.3% | 0.256% | |
3/1/2024 | Pineridge Advisors LLC | 549 | $31K | 0.0% | N/A | 0.000% | |
2/29/2024 | Scarborough Advisors LLC | 1,613,819 | $91.02M | 18.7% | +4.2% | 0.252% | |
2/29/2024 | Tortoise Investment Management LLC | 180,917 | $10.20M | 1.4% | +2.1% | 0.028% | |
2/28/2024 | EP Wealth Advisors LLC | 87,089 | $4.91M | 0.1% | +2.1% | 0.014% | |
2/27/2024 | Transform Wealth LLC | 12,911 | $0.73M | 0.1% | +1.3% | 0.002% | |
2/26/2024 | Centaurus Financial Inc. | 4,034 | $0.23M | 0.0% | -28.4% | 0.001% | |
2/26/2024 | Integrated Advisors Network LLC | 67,790 | $3.82M | 0.2% | +3.4% | 0.011% | |
2/23/2024 | Chicago Partners Investment Group LLC | 384,157 | $22.10M | 1.0% | +9.0% | 0.060% | |
2/22/2024 | Sierra Summit Advisors LLC | 4,475 | $0.25M | 0.1% | N/A | 0.001% | |
2/21/2024 | American Trust | 729,329 | $41.13M | 3.0% | -29.1% | 0.114% | |
2/20/2024 | Able Wealth Management LLC | 570 | $32K | 0.0% | N/A | 0.000% | |
2/20/2024 | Clarity Capital Partners LLC | 7,448 | $0.42M | 0.3% | N/A | 0.001% | |
2/20/2024 | Sunpointe LLC | 3,673 | $0.21M | 0.3% | N/A | 0.001% | |
2/20/2024 | Voisard Asset Management Group Inc. | 141,536 | $7.98M | 4.8% | N/A | 0.022% | |
2/16/2024 | Oarsman Capital Inc. | 16,145 | $0.91M | 0.2% | +70.6% | 0.003% | |
2/16/2024 | Harbour Investments Inc. | 671,023 | $37.85M | 1.6% | +3.9% | 0.105% | |
2/16/2024 | Aspect Partners LLC | 7,204 | $0.41M | 0.3% | N/A | 0.001% | |
2/16/2024 | United Advisor Group LLC | 162,174 | $9.15M | 11.3% | N/A | 0.025% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 5,023,364 | $283.32M | 0.9% | -7.7% | 0.785% | |
2/15/2024 | Venture Visionary Partners LLC | 16,601 | $0.94M | 0.0% | -9.8% | 0.003% | |
2/15/2024 | Townsquare Capital LLC | 465,308 | $26.24M | 0.4% | +2.4% | 0.073% | |
2/15/2024 | Front Row Advisors LLC | 39,185 | $2.21M | 1.0% | -1.3% | 0.006% | |
2/15/2024 | Virtue Capital Management LLC | 28,518 | $1.58M | 0.3% | -39.7% | 0.004% | |
2/15/2024 | Main Street Group LTD | 25,267 | $1.43M | 0.5% | N/A | 0.004% | |
2/15/2024 | Hanseatic Management Services Inc. | 65,164 | $3.68M | 6.4% | -0.6% | 0.010% | |
2/15/2024 | Baker Avenue Asset Management LP | 543,898 | $30.68M | 1.3% | +18.5% | 0.085% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 7,561,281 | $426.46M | 8.4% | +4.6% | 1.181% | |
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2/15/2024 | Vanguard Group Inc. | 3,748 | $0.21M | 0.0% | N/A | 0.001% | |
2/15/2024 | Vernal Point Advisors LLC | 16,602 | $0.94M | 1.0% | N/A | 0.003% | |
2/15/2024 | Modera Wealth Management LLC | 668,842 | $37.72M | 0.6% | -1.1% | 0.104% | |
2/15/2024 | Nwam LLC | 4,450 | $0.25M | 0.0% | N/A | 0.001% | |
2/15/2024 | Oxford Financial Group LTD. LLC | 26,252 | $1.48M | 0.1% | +784.5% | 0.004% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 700,785 | $39.52M | 6.0% | -6.5% | 0.109% | |
2/15/2024 | Bradley Foster & Sargent Inc. CT | 21,173 | $1.19M | 0.0% | +3.5% | 0.003% | |
2/15/2024 | Buckingham Strategic Partners LLC | 10,076 | $0.57M | 0.0% | -2.0% | 0.002% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 252,478 | $14.24M | 0.2% | -6.0% | 0.039% | |
2/15/2024 | Baird Financial Group Inc. | 3,959 | $0.22M | 0.0% | -25.9% | 0.001% | |
2/15/2024 | Bell Investment Advisors Inc | 286,014 | $16.13M | 3.3% | +4.1% | 0.045% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 47,095 | $2.66M | 2.0% | -1.6% | 0.007% | |
2/15/2024 | Comerica Bank | 17,974 | $1.01M | 0.0% | -5.2% | 0.003% | |
2/15/2024 | Argent Capital Management LLC | 110,368 | $6.23M | 0.2% | +1,166.4% | 0.017% | |
2/14/2024 | Royal Bank of Canada | 430,010 | $24.25M | 0.0% | -1.7% | 0.067% | |
2/14/2024 | Continuum Advisory LLC | 11,638 | $0.66M | 0.1% | -7.4% | 0.002% | |
2/14/2024 | Pathstone Holdings LLC | 57,156 | $3.22M | 0.0% | N/A | 0.009% | |
2/14/2024 | Waverly Advisors LLC | 35,245 | $1.99M | 0.1% | +1.0% | 0.006% | |
2/14/2024 | Kestra Advisory Services LLC | 58,494 | $3.30M | 0.0% | +6.1% | 0.009% | |
2/14/2024 | Vivaldi Capital Management LP | 151,735 | $8.89M | 2.6% | +15.2% | 0.024% | |
2/14/2024 | Creative Planning | 28,835,909 | $1.63B | 2.4% | -0.4% | 4.505% | |
2/14/2024 | Brown Wealth Management LLC | 416,242 | $23.48M | 10.4% | +1.2% | 0.065% | |
2/14/2024 | Jacobi Capital Management LLC | 65,729 | $3.71M | 0.4% | -5.3% | 0.010% | |
2/14/2024 | Broadview Financial Management LLC | 50,704 | $2.86M | 2.2% | -1.9% | 0.008% | |
2/14/2024 | MGO One Seven LLC | 8,003 | $0.45M | 0.0% | +11.9% | 0.001% | |
2/14/2024 | Visionary Wealth Advisors | 35,541 | $2.01M | 0.1% | +8.5% | 0.006% | |
2/14/2024 | Cresset Asset Management LLC | 2,037,868 | $114.94M | 0.7% | -2.6% | 0.318% | |
2/14/2024 | Regal Investment Advisors LLC | 7,272 | $0.41M | 0.0% | N/A | 0.001% | |
2/14/2024 | Sei Investments Co. | 23,818,906 | $1.34B | 2.2% | -1.0% | 3.721% | |
2/14/2024 | Connectus Wealth LLC | 78,410 | $4.42M | 0.1% | -0.8% | 0.012% | |
2/14/2024 | RE Dickinson Investment Advisors LLC | 24,469 | $1.38M | 0.9% | -1.9% | 0.004% | |
2/14/2024 | Weik Capital Management | 5,520 | $0.31M | 0.1% | +8.4% | 0.001% | |
2/14/2024 | Waterloo Capital L.P. | 62,081 | $3.50M | 0.6% | -8.5% | 0.010% | |
2/14/2024 | Kolinsky Wealth Management LLC | 434,428 | $24.50M | 21.6% | -0.8% | 0.068% | |
2/13/2024 | Envestnet Asset Management Inc. | 6,439,249 | $363.17M | 0.2% | -11.5% | 1.006% | |
2/13/2024 | Northern Trust Corp | 189,276 | $10.68M | 0.0% | -0.5% | 0.030% | |
2/13/2024 | Exencial Wealth Advisors LLC | 123,333 | $6.96M | 0.3% | +1,787.8% | 0.019% | |
2/13/2024 | Cetera Advisor Networks LLC | 151,403 | $8.54M | 0.0% | +2.6% | 0.024% | |
2/13/2024 | Per Stirling Capital Management LLC. | 26,749 | $1.51M | 0.3% | -13.1% | 0.004% | |
2/13/2024 | Oppenheimer & Co. Inc. | 36,517 | $2.06M | 0.0% | +1.2% | 0.006% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,496 | $84K | 0.0% | -16.8% | 0.000% | |
2/13/2024 | Gordian Advisors LLC | 462,424 | $26.08M | 25.7% | N/A | 0.072% | |
2/13/2024 | Lake Street Advisors Group LLC | 137,847 | $7.78M | 0.5% | +0.4% | 0.022% | |
2/13/2024 | Southeast Asset Advisors Inc. | 4,674 | $0.26M | 0.0% | -16.1% | 0.001% | |
2/13/2024 | Edge Capital Group LLC | 50,117 | $2.83M | 0.2% | -6.3% | 0.008% | |
2/13/2024 | Holderness Investments Co. | 22,627 | $1.28M | 0.4% | +7.5% | 0.004% | |
2/13/2024 | Goldman Sachs Group Inc. | 1,641,012 | $92.55M | 0.0% | +2,285.3% | 0.256% | |
2/13/2024 | CIBC Private Wealth Group LLC | 46,834 | $2.64M | 0.0% | +54.5% | 0.007% | |
2/13/2024 | Advisory Services & Investments LLC | 7,010 | $0.40M | 0.3% | N/A | 0.001% | |
2/13/2024 | Peapack Gladstone Financial Corp | 106,548 | $6.01M | 0.1% | +36.3% | 0.017% | |
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2/13/2024 | Legacy Financial Group Inc. | 104,163 | $5.88M | 2.6% | -2.4% | 0.016% | |
2/13/2024 | Jones Financial Companies Lllp | 192,457 | $10.86M | 0.0% | -3.5% | 0.030% | |
2/13/2024 | Poehling Capital Management INC. | 51,236 | $2.89M | 0.9% | N/A | 0.008% | |
2/13/2024 | Landmark Financial Advisors LLC | 33,357 | $1.88M | 0.7% | -2.1% | 0.005% | |
2/13/2024 | SWS Partners | 198,508 | $11.20M | 3.6% | +0.7% | 0.031% | |
2/13/2024 | Paulson Wealth Management Inc. | 112,255 | $6.33M | 2.0% | -3.4% | 0.018% | |
2/13/2024 | Lloyd Advisory Services LLC. | 86,354 | $4.87M | 2.3% | N/A | 0.013% | |
2/12/2024 | Robinson Smith Wealth Advisors LLC | 15,094 | $0.85M | 0.8% | N/A | 0.002% | |
2/12/2024 | Sprinkle Financial Consultants LLC | 361,610 | $20.40M | 20.8% | N/A | 0.056% | |
2/12/2024 | Clear Rock Advisors LLC | 128,299 | $7.63M | 3.5% | N/A | 0.020% | |