3/14/2024 | Leo Wealth LLC | 10,490 | $0.36M | 0.0% | N/A | 0.002% | |
3/13/2024 | MONECO Advisors LLC | 41,878 | $1.42M | 0.3% | +50.1% | 0.008% | |
3/12/2024 | Spartan Planning & Wealth Management | 102,983 | $3.50M | 3.7% | -48.7% | 0.020% | |
3/8/2024 | ICA Group Wealth Management LLC | 22,369 | $0.76M | 0.2% | +35.3% | 0.004% | |
3/6/2024 | SageView Advisory Group LLC | 37,340 | $1.26M | 0.0% | -20.1% | 0.007% | |
3/5/2024 | Fisher Asset Management LLC | 14,327 | $0.49M | 0.0% | +92.9% | 0.003% | |
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3/5/2024 | JRM Investment Counsel LLC | 159,178 | $5.41M | 0.0% | -7.6% | 0.032% | |
3/4/2024 | Richardson Financial Services Inc. | 90,260 | $3.07M | 2.7% | N/A | 0.018% | |
3/4/2024 | Fortis Group Advisors LLC | 754 | $26K | 0.0% | +100.0% | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 402,062 | $13.67M | 0.0% | +1,118.3% | 0.080% | |
3/1/2024 | Pineridge Advisors LLC | 10,248 | $0.35M | 0.1% | N/A | 0.002% | |
2/29/2024 | Tortoise Investment Management LLC | 122,110 | $4.15M | 0.6% | +41.1% | 0.024% | |
2/28/2024 | EP Wealth Advisors LLC | 50,272 | $1.71M | 0.0% | +965.8% | 0.010% | |
2/27/2024 | ARQ Wealth Advisors LLC | 382,118 | $13M | 7.7% | +6.3% | 0.076% | |
2/23/2024 | TKG Advisors LLC | 33,818 | $1.15M | 0.7% | +8.1% | 0.007% | |
2/21/2024 | Raleigh Capital Management Inc. | 74,263 | $2.53M | 1.2% | +7.2% | 0.015% | |
2/21/2024 | Austin Wealth Management LLC | 15,588 | $0.53M | 0.1% | -30.0% | 0.003% | |
2/21/2024 | American Trust | 9,516 | $0.32M | 0.0% | +26.7% | 0.002% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 38,676 | $1.32M | 1.1% | N/A | 0.008% | |
2/16/2024 | Hobbs Group Advisors LLC | 261,996 | $8.91M | 4.0% | N/A | 0.052% | |
2/16/2024 | SageView Advisory Group LLC | 37,340 | $1.26M | 0.0% | -20.1% | 0.007% | |
2/16/2024 | Harbour Investments Inc. | 178,912 | $6.09M | 0.3% | +2.3% | 0.036% | |
2/16/2024 | Optimist Retirement Group LLC | 151,490 | $5.15M | 3.3% | N/A | 0.030% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 59,412 | $2.02M | 0.0% | +5.2% | 0.012% | |
2/15/2024 | Townsquare Capital LLC | 4,379,199 | $148.94M | 2.6% | +2.8% | 0.870% | |
2/15/2024 | Virtue Capital Management LLC | 44,380 | $1.49M | 0.3% | -48.4% | 0.009% | |
2/15/2024 | Encompass More Asset Management | 20,553 | $0.70M | 0.8% | N/A | 0.004% | |
2/15/2024 | Atlas Capital Advisors LLC | 172,701 | $5.87M | 0.9% | -13.9% | 0.034% | |
2/15/2024 | Weitzel Financial Services Inc. | 65,675 | $2.22M | 1.2% | +2.0% | 0.013% | |
2/15/2024 | Modera Wealth Management LLC | 33,359 | $1.14M | 0.0% | -1.2% | 0.007% | |
2/15/2024 | NSI Retail Advisors LLC | 263,300 | $8.96M | 1.4% | N/A | 0.052% | |
2/15/2024 | Nwam LLC | 31,964 | $1.09M | 0.1% | +32.0% | 0.006% | |
2/15/2024 | OLD Mission Capital LLC | 842,635 | $28.66M | 0.5% | +25.3% | 0.167% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 78,209 | $2.66M | 2.8% | N/A | 0.016% | |
2/15/2024 | Financial Planning & Information Services Inc. | 78,117 | $2.66M | 0.4% | -6.8% | 0.016% | |
2/15/2024 | Freedom Investment Management Inc. | 49,849 | $1.70M | 0.1% | -9.7% | 0.010% | |
2/15/2024 | Buckingham Strategic Partners LLC | 108,545 | $3.69M | 0.2% | +20.2% | 0.022% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 151,763 | $5.16M | 0.1% | -2.6% | 0.030% | |
2/15/2024 | Baird Financial Group Inc. | 26,461 | $0.90M | 0.0% | N/A | 0.005% | |
2/15/2024 | Comerica Bank | 135,925 | $4.62M | 0.0% | -8.7% | 0.027% | |
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2/14/2024 | Royal Bank of Canada | 406,533 | $13.83M | 0.0% | -1.0% | 0.081% | |
2/14/2024 | Continuum Advisory LLC | 161,700 | $5.50M | 0.8% | -6.8% | 0.032% | |
2/14/2024 | Pathstone Holdings LLC | 3,129,386 | $105.81M | 0.6% | N/A | 0.622% | |
2/14/2024 | Kestra Advisory Services LLC | 242,635 | $8.25M | 0.1% | +12.1% | 0.048% | |
2/14/2024 | Vivaldi Capital Management LP | 356,598 | $11.90M | 3.5% | +6.8% | 0.071% | |
2/14/2024 | Creative Planning | 53,750,050 | $1.83B | 2.7% | +0.2% | 10.680% | |
2/14/2024 | Redwood Investment Management LLC | 24,263 | $0.83M | 0.1% | +38.8% | 0.005% | |
2/14/2024 | Vista Investment Management | 61,004 | $2.08M | 1.0% | +3.6% | 0.012% | |
2/14/2024 | Northwest Wealth Management LLC | 108,044 | $3.68M | 1.1% | -1.3% | 0.021% | |
2/14/2024 | MGO One Seven LLC | 29,119 | $0.99M | 0.1% | -11.4% | 0.006% | |
2/14/2024 | Visionary Wealth Advisors | 10,728 | $0.37M | 0.0% | -88.9% | 0.002% | |
2/14/2024 | XML Financial LLC | 152,368 | $5.18M | 0.5% | +5.6% | 0.030% | |
2/14/2024 | Sei Investments Co. | 1,576,508 | $53.62M | 0.1% | N/A | 0.313% | |
2/14/2024 | Connectus Wealth LLC | 148,459 | $5.05M | 0.1% | +1.3% | 0.029% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 105,357 | $3.58M | 3.5% | N/A | 0.021% | |
2/14/2024 | Wealth Quarterback LLC | 78,956 | $2.69M | 1.6% | -34.9% | 0.016% | |
2/13/2024 | Envestnet Asset Management Inc. | 6,119,106 | $208.11M | 0.1% | -1.1% | 1.216% | |
2/13/2024 | Stephens Inc. AR | 10,340 | $0.35M | 0.0% | N/A | 0.002% | |
2/13/2024 | Northern Trust Corp | 25,496 | $0.87M | 0.0% | -16.0% | 0.005% | |
2/13/2024 | Exencial Wealth Advisors LLC | 19,847 | $0.68M | 0.0% | N/A | 0.004% | |
2/13/2024 | Cetera Advisor Networks LLC | 855,379 | $29.09M | 0.2% | +7.5% | 0.170% | |
2/13/2024 | Annex Advisory Services LLC | 8,392 | $0.29M | 0.0% | -12.7% | 0.002% | |
2/13/2024 | Lake Street Advisors Group LLC | 482,593 | $16.41M | 1.1% | -8.2% | 0.096% | |
2/13/2024 | Auto Owners Insurance Co | 11,466,000 | $389.96M | 11.8% | +2.6% | 2.278% | |
2/13/2024 | Goldman Sachs Group Inc. | 402,062 | $13.67M | 0.0% | +1,118.3% | 0.080% | |
2/13/2024 | Belpointe Asset Management LLC | 60,333 | $2.05M | 0.2% | -5.8% | 0.012% | |
2/13/2024 | Anson Capital Inc. | 192,539 | $6.55M | 10.8% | +17.6% | 0.038% | |
2/13/2024 | Jones Financial Companies Lllp | 8,722 | $0.30M | 0.0% | N/A | 0.002% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 7,664 | $0.26M | 0.1% | N/A | 0.002% | |
2/12/2024 | GM Advisory Group LLC | 429,428 | $14.61M | 1.1% | -4.5% | 0.085% | |
2/12/2024 | American Investment Services Inc. | 96,370 | $3.28M | 0.6% | -4.9% | 0.019% | |
2/12/2024 | Shepherd Financial Partners LLC | 12,998 | $0.44M | 0.1% | N/A | 0.003% | |
2/12/2024 | ORBA Wealth Advisors L.L.C. | 156,417 | $5.32M | 3.2% | N/A | 0.031% | |
2/12/2024 | Tradition Wealth Management LLC | 2,883 | $98K | 0.0% | -56.7% | 0.001% | |
2/12/2024 | Clear Investment Research LLC | 3,532 | $0.12M | 0.2% | N/A | 0.001% | |
2/12/2024 | Strategic Financial Planning Inc. | 345,679 | $11.76M | 9.2% | +2.8% | 0.069% | |
2/12/2024 | Scotia Capital Inc. | 241,195 | $8.20M | 0.1% | +3.9% | 0.048% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 23,530 | $0.80M | 0.1% | +106.3% | 0.005% | |
2/12/2024 | Fairfield University | 676,577 | $23.01M | 22.5% | +1.0% | 0.134% | |
2/12/2024 | Goldstein Advisors LLC | 373,578 | $12.71M | 2.1% | +2.4% | 0.074% | |
2/12/2024 | Laidlaw Wealth Management LLC | 13,672 | $0.47M | 0.2% | -9.3% | 0.003% | |
2/12/2024 | StoneX Group Inc. | 54,280 | $1.84M | 0.2% | +22.8% | 0.011% | |
2/12/2024 | Focus Financial Network Inc. ADV | 37,795 | $1.29M | 0.0% | N/A | 0.008% | |
2/12/2024 | Stifel Financial Corp | 656,497 | $22.33M | 0.0% | -84.1% | 0.130% | |
2/12/2024 | Alta Wealth Advisors LLC | 10,247 | $0.35M | 0.2% | +32.5% | 0.002% | |
2/12/2024 | Lumbard & Kellner LLC | 47,014 | $1.60M | 0.9% | -1.1% | 0.009% | |
2/12/2024 | Parallel Advisors LLC | 94,045 | $3.20M | 0.1% | -9.6% | 0.019% | |
2/12/2024 | Cape Investment Advisory Inc. | 5,255 | $0.18M | 0.1% | +12.1% | 0.001% | |
2/10/2024 | Linscomb & Williams Inc. | 6,613 | $0.23M | 0.0% | N/A | 0.001% | |
2/9/2024 | Congress Wealth Management LLC DE | 192,153 | $6.54M | 0.1% | -0.3% | 0.038% | |
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2/9/2024 | ProVise Management Group LLC | 601,993 | $20.47M | 1.7% | +0.6% | 0.120% | |
2/9/2024 | Orion Portfolio Solutions LLC | 398,189 | $13.47M | 0.2% | +37.9% | 0.079% | |
2/9/2024 | Wade Financial Advisory Inc | 60,067 | $2.04M | 0.8% | -0.8% | 0.012% | |
2/9/2024 | BayBridge Capital Group LLC | 208,990 | $7.06M | 6.6% | N/A | 0.042% | |
2/9/2024 | DORVAL Corp | 253,822 | $8.63M | 4.1% | N/A | 0.050% | |
2/9/2024 | SageView Advisory Group LLC | 37,340 | $1.26M | 0.0% | -20.1% | 0.007% | |
2/9/2024 | US Bancorp DE | 833,473 | $28.35M | 0.0% | +8.3% | 0.166% | |
2/9/2024 | Balboa Wealth Partners | 29,142 | $0.99M | 0.3% | -12.3% | 0.006% | |
2/9/2024 | Frazier Financial Advisors LLC | 1,958 | $67K | 0.1% | N/A | 0.000% | |
2/9/2024 | Tidemark LLC | 8,914 | $0.30M | 0.2% | N/A | 0.002% | |