3/15/2023 | Milestone Investment Advisors LLC | 451,465 | $20.38M | 7.1% | N/A | 0.070% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 100,782 | $4.55M | 0.1% | -2.2% | 0.016% | |
3/13/2023 | Claro Advisors LLC | 11,213 | $0.51M | 0.2% | +13.8% | 0.002% | |
3/10/2023 | Mather Group LLC. | 9,155 | $0.41M | 0.0% | -17.3% | 0.001% | |
3/8/2023 | Sheets Smith Wealth Management | 305,132 | $13.78M | 2.2% | +4.2% | 0.047% | |
3/6/2023 | Rockefeller Capital Management L.P. | 29,694 | $1.34M | 0.0% | -11.3% | 0.005% | |
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3/6/2023 | OLD Mission Capital LLC | 18,609 | $0.84M | 0.0% | N/A | 0.003% | |
3/6/2023 | North Star Asset Management Inc. | 182,396 | $8.24M | 0.5% | +2.3% | 0.028% | |
3/2/2023 | Leading Edge Financial Planning LLC | 17,516 | $0.79M | 0.7% | N/A | 0.003% | |
2/28/2023 | Trust Investment Advisors | 25,355 | $1.15M | 0.5% | N/A | 0.004% | |
2/27/2023 | Kalos Management Inc. | 62,499 | $2.82M | 6.4% | +0.4% | 0.010% | |
2/24/2023 | Garde Capital Inc. | 40,871 | $1.85M | 0.2% | -0.5% | 0.006% | |
2/24/2023 | Athena Investment Management | 478,805 | $21.62M | 15.9% | +6.1% | 0.074% | |
2/22/2023 | CVA Family Office LLC | 140,243 | $6.33M | 1.5% | +8.2% | 0.022% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 4,280,447 | $193.26M | 0.3% | +0.9% | 0.660% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 100,782 | $4.55M | 0.1% | -2.2% | 0.016% | |
2/17/2023 | Truist Financial Corp | 782,237 | $35.32M | 0.1% | -6.1% | 0.121% | |
2/17/2023 | Adams Wealth Management | 1,869,819 | $84.42M | 29.8% | -31.9% | 0.288% | |
2/17/2023 | Palouse Capital Management Inc. | 7,353 | $6.23M | 0.4% | +36.3% | 0.001% | |
2/17/2023 | Ascent Group LLC | 10,869 | $0.49M | 0.1% | +2.1% | 0.002% | |
2/16/2023 | WealthPLAN Partners LLC | 32,162 | $1.57M | 0.1% | N/A | 0.005% | |
2/16/2023 | Axxcess Wealth Management LLC | 104,036 | $4.70M | 0.4% | -4.8% | 0.016% | |
2/16/2023 | American Trust | 1,221,476 | $55.15M | 5.1% | -8.9% | 0.188% | |
2/16/2023 | GSB Wealth Management LLC | 110,995 | $5.01M | 1.8% | +4.6% | 0.017% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 7,913 | $295.30M | 7.6% | -99.9% | 0.001% | |
2/16/2023 | AlphaQ Advisors LLC | 35,928 | $1.62M | 1.4% | N/A | 0.006% | |
2/16/2023 | Berkshire Asset Management LLC PA | 79,031 | $3.57M | 0.2% | +4.9% | 0.012% | |
2/16/2023 | CreativeOne Wealth LLC | 8,314 | $0.38M | 0.0% | -3.8% | 0.001% | |
2/16/2023 | FWL Investment Management LLC | 4,185 | $0.19M | 0.1% | N/A | 0.001% | |
2/16/2023 | Financial Advocates Investment Management | 31,184 | $1.41M | 0.1% | +14.8% | 0.005% | |
2/16/2023 | Pacific Capital Wealth Advisors Inc. | 139,281 | $6.29M | 1.6% | -24.0% | 0.021% | |
2/16/2023 | Personal Capital Advisors Corp | 35,858 | $1.62M | 0.0% | +1.2% | 0.006% | |
2/16/2023 | RFG Advisory LLC | 57,150 | $2.79M | 0.1% | -19.4% | 0.009% | |
2/16/2023 | United Capital Financial Advisers LLC | 1,444,286 | $65.21M | 0.4% | -4.0% | 0.223% | |
2/16/2023 | Harbour Investments Inc. | 499,222 | $22.54M | 1.4% | +54.1% | 0.077% | |
2/16/2023 | One Capital Management LLC | 200,298 | $9.04M | 0.5% | -27.9% | 0.031% | |
2/15/2023 | Retirement Group LLC | 1,892 | $85K | 0.0% | +169.1% | 0.000% | |
2/15/2023 | Greenwood Gearhart Inc. | 403,993 | $18.24M | 2.6% | +2.2% | 0.062% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 4,348 | $0.20M | 0.0% | -11.5% | 0.001% | |
2/15/2023 | Front Row Advisors LLC | 41,397 | $1.87M | 1.0% | -0.9% | 0.006% | |
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2/15/2023 | CI Private Wealth LLC | 1,175,960 | $53.15M | 0.2% | N/A | 0.181% | |
2/15/2023 | WealthPlan Investment Management LLC | 32,162 | $1.57M | 0.1% | +4.9% | 0.005% | |
2/15/2023 | Legacy Financial Group Inc. | 119,358 | $5.39M | 3.3% | N/A | 0.018% | |
2/15/2023 | Salem Investment Counselors Inc. | 288,450 | $13.02M | 0.6% | +4.1% | 0.044% | |
2/15/2023 | Apollon Wealth Management LLC | 111,395 | $5.03M | 0.4% | +0.5% | 0.017% | |
2/15/2023 | Captrust Financial Advisors | 1,398,565 | $63.15M | 0.3% | -16.8% | 0.216% | |
2/15/2023 | IHT Wealth Management LLC | 17,507 | $0.79M | 0.0% | +2.0% | 0.003% | |
2/15/2023 | Howe & Rusling Inc. | 6,235 | $0.28M | 0.0% | +12.7% | 0.001% | |
2/15/2023 | Jane Street Group LLC | 84,717 | $3.83M | 0.0% | -54.5% | 0.013% | |
2/15/2023 | Retirement Investment Advisors Inc. | 13,202 | $0.60M | 0.4% | N/A | 0.002% | |
2/15/2023 | SageView Advisory Group LLC | 10,473 | $0.47M | 0.0% | N/A | 0.002% | |
2/15/2023 | Patriot Investment Management Group Inc. | 136,664 | $6.56M | 0.6% | +0.9% | 0.021% | |
2/15/2023 | Cahill Financial Advisors Inc. | 255,659 | $11.54M | 2.2% | -1.0% | 0.039% | |
2/15/2023 | Cerity Partners LLC | 197,687 | $8.93M | 0.1% | +90.3% | 0.030% | |
2/15/2023 | Hantz Financial Services Inc. | 102,213 | $4.62M | 1.6% | -1.2% | 0.016% | |
2/15/2023 | FIDELIS iM LLC | 425,326 | $19.20M | 12.5% | +2.4% | 0.066% | |
2/15/2023 | SeaCrest Wealth Management LLC | 33,056 | $1.49M | 0.2% | -7.5% | 0.005% | |
2/15/2023 | Smith Anglin Financial LLC | 63,652 | $2.87M | 0.5% | -3.7% | 0.010% | |
2/15/2023 | Stonebridge Capital Advisors LLC | 704 | $32K | 0.0% | N/A | 0.000% | |
2/15/2023 | Laidlaw Wealth Management LLC | 56,055 | $2.53M | 0.5% | -2.6% | 0.009% | |
2/15/2023 | Marietta Investment Partners LLC | 12,590 | $0.57M | 0.2% | +11.5% | 0.002% | |
2/15/2023 | Money Concepts Capital Corp | 2,808 | $0.13M | 0.0% | +23.2% | 0.000% | |
2/15/2023 | Morgan Stanley | 975,808 | $44.06M | 0.0% | -13.5% | 0.150% | |
2/15/2023 | Mosaic Family Wealth Partners LLC | 51,161 | $2.31M | 0.7% | N/A | 0.008% | |
2/15/2023 | Mariner LLC | 4,123,463 | $186.18M | 0.6% | +3.0% | 0.635% | |
2/15/2023 | Meridian Wealth Management LLC | 31,003 | $1.40M | 0.1% | -4.8% | 0.005% | |
2/15/2023 | Equitable Holdings Inc. | 138,341 | $6.25M | 0.1% | +11.8% | 0.021% | |
2/15/2023 | Facet Wealth Inc. | 14,957 | $0.72M | 0.0% | +24.3% | 0.002% | |
2/15/2023 | Ancora Advisors LLC | 425,513 | $19.21M | 0.6% | -24.5% | 0.066% | |
2/15/2023 | Asset Management Group Inc. | 55,996 | $2.53M | 0.6% | -1.3% | 0.009% | |
2/15/2023 | Avant Capital LLC | 22,700 | $1.03M | 1.3% | -2.4% | 0.003% | |
2/15/2023 | Freedom Wealth Alliance LLC | 988 | $45K | 0.1% | N/A | 0.000% | |
2/15/2023 | RF&L Wealth Management LLC | 5,760 | $0.26M | 0.3% | N/A | 0.001% | |
2/15/2023 | Axxcess Wealth Management LLC | 104,036 | $4.70M | 0.4% | -4.8% | 0.016% | |
2/15/2023 | Jefferies Financial Group Inc. | 18,976 | $0.86M | 0.0% | N/A | 0.003% | |
2/14/2023 | SJA Financial Advisory LLC | 54,479 | $2.46M | 2.2% | N/A | 0.008% | |
2/14/2023 | Vident Investment Advisory LLC | 5,587 | $0.25M | 0.0% | N/A | 0.001% | |
2/14/2023 | Advisor Partners II LLC | 38,706 | $1.75M | 0.1% | -0.6% | 0.006% | |
2/14/2023 | Bristlecone Advisors LLC | 446,104 | $20.14M | 2.5% | -0.8% | 0.069% | |
2/14/2023 | Cetera Advisor Networks LLC | 149,913 | $6.77M | 0.1% | -1.7% | 0.023% | |
2/14/2023 | Cetera Investment Advisers | 10,102 | $0.46M | 0.0% | -90.7% | 0.002% | |
2/14/2023 | Cetera Advisors LLC | 15,278 | $0.69M | 0.0% | +2.1% | 0.002% | |
2/14/2023 | Laurel Wealth Advisors Inc. | 21,491 | $0.97M | 0.1% | -2.8% | 0.003% | |
2/14/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 54,450 | $2.46M | 0.2% | -18.2% | 0.008% | |
2/14/2023 | Grant Street Asset Management Inc. | 148,692 | $6.71M | 2.9% | -1.5% | 0.023% | |
2/14/2023 | Lowe Brockenbrough & Co. Inc. | 298,355 | $13.47M | 1.2% | +23.9% | 0.046% | |
2/14/2023 | Quantinno Capital Management LP | 6,528 | $0.30M | 0.0% | N/A | 0.001% | |
2/14/2023 | Silicon Hills Wealth Management LLC | 5,523 | $0.25M | 0.2% | -5.4% | 0.001% | |
2/14/2023 | Townsquare Capital LLC | 26,777 | $1.21M | 0.0% | -13.9% | 0.004% | |
2/13/2023 | Trustcore Financial Services LLC | 86,372 | $3.90M | 0.3% | -0.7% | 0.013% | |
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2/13/2023 | Consilium Wealth Advisory LLC | 236,696 | $10.69M | 9.1% | +99.9% | 0.036% | |
2/13/2023 | Smith Moore & CO. | 9,281 | $0.42M | 0.1% | -35.0% | 0.001% | |
2/13/2023 | Savant Capital LLC | 586,697 | $26.49M | 0.6% | -33.9% | 0.090% | |
2/13/2023 | Fortis Capital Management LLC | 379,257 | $17.12M | 12.7% | +28.8% | 0.058% | |
2/13/2023 | First Republic Investment Management Inc. | 240,677 | $10.87M | 0.0% | -1.6% | 0.037% | |
2/13/2023 | Charles Schwab Investment Management Inc. | 41,622,068 | $1.88B | 0.6% | +4.9% | 6.414% | |
2/13/2023 | Charles Schwab Investment Advisory Inc. | 95,969,542 | $4.33B | 7.3% | +2.2% | 14.790% | |
2/13/2023 | Callan Capital LLC | 12,934 | $0.58M | 0.1% | -27.2% | 0.002% | |
2/13/2023 | Baird Financial Group Inc. | 7,032 | $0.32M | 0.0% | +16.4% | 0.001% | |
2/13/2023 | Kingsview Wealth Management LLC | 22,952 | $1.04M | 0.0% | -2.4% | 0.004% | |