9/21/2023 | Baystate Wealth Management LLC | 18,388 | $2.25M | 0.2% | +6.2% | 0.010% | |
9/12/2023 | Farther Finance Advisors LLC | 840 | $0.10M | 0.0% | -17.6% | 0.000% | |
9/1/2023 | Portside Wealth Group LLC | 1,976 | $0.24M | 0.0% | N/A | 0.001% | |
8/30/2023 | Western Wealth Management LLC | 56,315 | $6.90M | 0.6% | -1.1% | 0.032% | |
8/25/2023 | Strategy Asset Managers LLC | 17,175 | $2.11M | 0.5% | +1.0% | 0.010% | |
8/24/2023 | ProVise Management Group LLC | 182,831 | $22.41M | 2.0% | -2.1% | 0.103% | |
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8/23/2023 | Stonebridge Capital Advisors LLC | 2,500 | $0.31M | 0.0% | -3.5% | 0.001% | |
8/21/2023 | BOKF NA | 137,239 | $16.82M | 0.3% | -3.3% | 0.077% | |
8/21/2023 | VitalStone Financial LLC | 5,617 | $0.69M | 0.4% | +2.4% | 0.003% | |
8/21/2023 | VisionPoint Advisory Group LLC | 20,611 | $2.53M | 1.0% | -1.0% | 0.012% | |
8/21/2023 | Osaic Holdings Inc. | 876,773 | $107.35M | 0.2% | -0.6% | 0.493% | |
8/21/2023 | Principal Street Partners LLC | 16,973 | $2.08M | 0.5% | +0.7% | 0.010% | |
8/18/2023 | Addison Capital Co | 3,884 | $0.48M | 0.3% | -9.9% | 0.002% | |
8/17/2023 | Orion Portfolio Solutions LLC | 355,917 | $43.63M | 0.5% | +2,649.5% | 0.200% | |
8/17/2023 | Peterson Wealth Management | 77,496 | $9.50M | 7.5% | +16.8% | 0.044% | |
8/17/2023 | Imprint Wealth LLC | 50,006 | $5M | 0.2% | N/A | 0.028% | |
8/16/2023 | Vestor Capital LLC | 927 | $0.11M | 0.0% | +23.3% | 0.001% | |
8/16/2023 | CreativeOne Wealth LLC | 7,989 | $0.98M | 0.0% | +14.8% | 0.004% | |
8/15/2023 | Alliancebernstein L.P. | 53,864 | $6.60M | 0.0% | +8.7% | 0.030% | |
8/15/2023 | Equitable Holdings Inc. | 109,246 | $13.39M | 0.2% | +3.8% | 0.061% | |
8/15/2023 | High Falls Advisors Inc | 13,863 | $1.70M | 0.5% | -2.9% | 0.008% | |
8/15/2023 | Imprint Wealth LLC | 50,006 | $5M | 0.0% | N/A | 0.028% | |
8/15/2023 | Wells Fargo & Company MN | 2,187,913 | $268.19M | 0.1% | -6.9% | 1.229% | |
8/15/2023 | EPG Wealth Management LLC | 3,962 | $0.49M | 0.1% | +8.5% | 0.002% | |
8/15/2023 | Cornerstone Planning Group LLC | 315 | $39K | 0.0% | N/A | 0.000% | |
8/15/2023 | Natixis Advisors L.P. | 11,944 | $1.46M | 0.0% | +7.1% | 0.007% | |
8/15/2023 | Retirement Group LLC | 9,993 | $1.23M | 0.5% | +1.7% | 0.006% | |
8/15/2023 | Moneta Group Investment Advisors LLC | 346,578 | $42.48M | 0.9% | -0.4% | 0.195% | |
8/15/2023 | Integrated Wealth Concepts LLC | 37,306 | $4.57M | 0.1% | -4.5% | 0.021% | |
8/15/2023 | Benjamin F. Edwards & Company Inc. | 14,396 | $1.77M | 0.1% | +10.0% | 0.008% | |
8/15/2023 | Colony Group LLC | 205,024 | $25.13M | 0.4% | +2.1% | 0.115% | |
8/15/2023 | Parkside Financial Bank & Trust | 310 | $38K | 0.0% | -57.1% | 0.000% | |
8/15/2023 | IHT Wealth Management LLC | 134,354 | $16.47M | 0.9% | +2.4% | 0.075% | |
8/15/2023 | Centaurus Financial Inc. | 3,394 | $0.42M | 0.0% | -87.6% | 0.002% | |
8/15/2023 | Arkos Global Advisors | 4,573 | $0.56M | 0.1% | -8.3% | 0.003% | |
8/15/2023 | Goldman Sachs Group Inc. | 433,659 | $53.16M | 0.0% | -16.5% | 0.244% | |
8/15/2023 | Wealthsource Partners LLC | 4,231 | $0.52M | 0.0% | -4.1% | 0.002% | |
8/15/2023 | MidWestOne Financial Group Inc. | 10,067 | $1.23M | 0.3% | +10.0% | 0.006% | |
8/15/2023 | Belpointe Asset Management LLC | 7,475 | $0.92M | 0.1% | -73.5% | 0.004% | |
8/15/2023 | Zacks Investment Management | 1,779 | $0.22M | 0.0% | N/A | 0.001% | |
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8/15/2023 | Harbour Investments Inc. | 6,646 | $0.82M | 0.0% | +11.3% | 0.004% | |
8/15/2023 | Captrust Financial Advisors | 147,041 | $18.02M | 0.1% | -1.1% | 0.083% | |
8/15/2023 | Tyler Stone Wealth Management | 782 | $96K | 0.1% | N/A | 0.000% | |
8/15/2023 | Royal Bank of Canada | 2,634,058 | $322.88M | 0.1% | -2.3% | 1.480% | |
8/15/2023 | Rockefeller Capital Management L.P. | 155,851 | $19.10M | 0.1% | +17.2% | 0.088% | |
8/15/2023 | Segall Bryant & Hamill LLC | 11,132 | $1.37M | 0.0% | -14.2% | 0.006% | |
8/15/2023 | STAR Financial Bank | 13,724 | $1.68M | 1.6% | -6.4% | 0.008% | |
8/15/2023 | Stifel Financial Corp | 198,247 | $24.30M | 0.0% | -10.8% | 0.111% | |
8/15/2023 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 112,050 | $13.74M | 2.6% | -0.7% | 0.063% | |
8/15/2023 | Insigneo Advisory Services LLC | 2,202 | $0.27M | 0.1% | -59.9% | 0.001% | |
8/15/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,151 | $0.39M | 0.1% | -24.5% | 0.002% | |
8/15/2023 | Beacon Pointe Advisors LLC | 19,195 | $2.35M | 0.0% | -7.2% | 0.011% | |
8/14/2023 | Callan Family Office LLC | 5,743 | $0.70M | 0.2% | +7.6% | 0.003% | |
8/14/2023 | Cynosure Management LLC | 2,517 | $0.31M | 0.1% | N/A | 0.001% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 116,091 | $14.23M | 0.1% | -11.7% | 0.065% | |
8/14/2023 | Orion Portfolio Solutions LLC | 352,269 | $43.63M | 0.5% | +2,621.3% | 0.198% | |
8/14/2023 | Fort Point Capital Partners LLC | 7,486 | $0.92M | 0.1% | +7.9% | 0.004% | |
8/14/2023 | Stephens Inc. AR | 67,694 | $8.30M | 0.1% | +1.7% | 0.038% | |
8/14/2023 | United Capital Financial Advisers LLC | 344,436 | $42.22M | 0.2% | -6.4% | 0.194% | |
8/14/2023 | Retirement Investment Advisors Inc. | 54,145 | $6.64M | 0.8% | -19.9% | 0.030% | |
8/14/2023 | IFP Advisors Inc | 14,411 | $1.77M | 0.1% | -1.7% | 0.008% | |
8/14/2023 | Tower Research Capital LLC TRC | 12,026 | $1.47M | 0.0% | -60.7% | 0.007% | |
8/14/2023 | Apexium Financial LP | 80,588 | $9.88M | 0.9% | -0.8% | 0.045% | |
8/14/2023 | Perennial Investment Advisors LLC | 29,854 | $3.66M | 0.6% | +1.1% | 0.017% | |
8/14/2023 | Two Sigma Securities LLC | 6,095 | $0.75M | 0.0% | +33.8% | 0.003% | |
8/14/2023 | State Street Corp | 71,912 | $8.82M | 0.0% | -1.0% | 0.040% | |
8/14/2023 | Certified Advisory Corp | 6,811 | $0.84M | 0.2% | +14.0% | 0.004% | |
8/14/2023 | MML Investors Services LLC | 473,549 | $58.05M | 0.3% | -24.7% | 0.266% | |
8/14/2023 | West Tower Group LLC | 311 | $38K | 0.0% | N/A | 0.000% | |
8/14/2023 | American Trust | 40,683 | $4.99M | 0.3% | -0.7% | 0.023% | |
8/14/2023 | Union Savings Bank | 17,999 | $2.28M | 1.4% | N/A | 0.010% | |
8/14/2023 | Graves Light Lenhart Wealth Inc. | 237,341 | $29.09M | 3.9% | +1.4% | 0.133% | |
8/14/2023 | Investors Research Corp | 13,260 | $1.63M | 0.4% | +8.3% | 0.007% | |
8/14/2023 | Asset Management Group Inc. | 25,895 | $3.17M | 0.7% | +0.7% | 0.015% | |
8/14/2023 | Snowden Capital Advisors LLC | 25,890 | $3.17M | 0.1% | +3.5% | 0.015% | |
8/14/2023 | Thrivent Financial for Lutherans | 142,177 | $17.42M | 0.0% | +10.2% | 0.080% | |
8/14/2023 | Matrix Private Capital Group LLC | 3,491 | $0.43M | 0.3% | -2.3% | 0.002% | |
8/14/2023 | Cerity Partners LLC | 132,147 | $16.20M | 0.1% | +5.8% | 0.074% | |
8/14/2023 | Eqis Capital Management Inc. | 10,409 | $1.28M | 0.1% | +86.1% | 0.006% | |
8/14/2023 | 1832 Asset Management L.P. | 95,667 | $11.73M | 0.0% | -5.2% | 0.054% | |
8/11/2023 | SageView Advisory Group LLC | 14,594 | $1.79M | 0.1% | +22.9% | 0.008% | |
8/11/2023 | New England Private Wealth Advisors LLC | 39,469 | $4.84M | 1.0% | -5.2% | 0.022% | |
8/11/2023 | Childress Capital Advisors LLC | 3,971 | $0.49M | 0.2% | N/A | 0.002% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 4,078 | $0.50M | 0.0% | -3.6% | 0.002% | |
8/11/2023 | Regal Investment Advisors LLC | 1,700 | $0.21M | 0.0% | N/A | 0.001% | |
8/11/2023 | Renaissance Technologies LLC | 3,400 | $0.42M | 0.0% | +30.8% | 0.002% | |
8/11/2023 | Cibc World Market Inc. | 93,503 | $11.46M | 0.0% | -0.5% | 0.053% | |
8/11/2023 | Baird Financial Group Inc. | 238,757 | $29.27M | 0.1% | +12.5% | 0.134% | |
8/11/2023 | BlackRock Inc. | 25,216 | $3.09M | 0.0% | -1.9% | 0.014% | |
8/11/2023 | Ameritas Investment Partners Inc. | 80,570 | $9.88M | 0.4% | +2.8% | 0.045% | |
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8/11/2023 | Summit Financial LLC | 8,072 | $0.99M | 0.1% | +9.7% | 0.005% | |
8/11/2023 | Buckingham Strategic Wealth LLC | 16,194 | $1.99M | 0.0% | +6.5% | 0.009% | |
8/11/2023 | Visionary Wealth Advisors | 29,419 | $3.61M | 0.3% | +12.9% | 0.017% | |
8/11/2023 | Missouri Trust & Investment Co | 4,074 | $0.50M | 0.3% | +2.7% | 0.002% | |
8/11/2023 | Smith Moore & CO. | 10,958 | $1.34M | 0.2% | +9.4% | 0.006% | |
8/11/2023 | Kestra Advisory Services LLC | 187,607 | $23M | 0.2% | -2.2% | 0.105% | |
8/11/2023 | Hsbc Holdings PLC | 17,081 | $2.09M | 0.0% | -26.3% | 0.010% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 543 | $67K | 0.0% | -86.2% | 0.000% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 2,938 | $0.36M | 0.0% | +5.6% | 0.002% | |
8/11/2023 | V Wealth Advisors LLC | 11,716 | $1.44M | 0.2% | +5.8% | 0.007% | |