3/22/2024 | PNC Financial Services Group Inc. | 3,990 | $0.14M | 0.0% | +19.9% | 0.002% | |
3/22/2024 | Cooksen Wealth LLC | 17,653 | $0.63M | 0.7% | N/A | 0.008% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 10,177 | $0.36M | 0.0% | +16.5% | 0.005% | |
3/12/2024 | Spartan Planning & Wealth Management | 108,336 | $3.84M | 4.1% | +178.5% | 0.051% | |
3/8/2024 | ICA Group Wealth Management LLC | 14,735 | $0.52M | 0.1% | +11.1% | 0.007% | |
3/4/2024 | Richardson Financial Services Inc. | 73,888 | $2.62M | 2.3% | N/A | 0.035% | |
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3/1/2024 | Goldman Sachs Group Inc. | 221,557 | $7.85M | 0.0% | +2,503.2% | 0.104% | |
2/29/2024 | Tortoise Investment Management LLC | 219,919 | $7.79M | 1.1% | -0.2% | 0.103% | |
2/28/2024 | EP Wealth Advisors LLC | 22,261 | $0.79M | 0.0% | +43.8% | 0.010% | |
2/27/2024 | ARQ Wealth Advisors LLC | 103,426 | $3.66M | 2.2% | +4.4% | 0.048% | |
2/23/2024 | TKG Advisors LLC | 7,260 | $0.26M | 0.2% | +8.3% | 0.003% | |
2/23/2024 | Beacon Financial Group | 9,049 | $0.32M | 0.0% | N/A | 0.004% | |
2/21/2024 | Raleigh Capital Management Inc. | 89,119 | $3.16M | 1.5% | +13.3% | 0.042% | |
2/21/2024 | Austin Wealth Management LLC | 7,064 | $0.25M | 0.1% | -6.8% | 0.003% | |
2/16/2024 | Harbour Investments Inc. | 150,938 | $5.35M | 0.2% | +0.7% | 0.071% | |
2/16/2024 | Optimist Retirement Group LLC | 129,802 | $4.60M | 3.0% | N/A | 0.061% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 33,465 | $1.19M | 0.0% | +130.3% | 0.016% | |
2/15/2024 | Townsquare Capital LLC | 1,611,651 | $57.07M | 1.0% | -10.7% | 0.753% | |
2/15/2024 | Cape Cod Five Cents Savings Bank | 114,443 | $4.05M | 0.4% | -50.9% | 0.053% | |
2/15/2024 | Hassell Wealth Management LLC | 20,709 | $0.71M | 0.5% | -6.2% | 0.010% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 176,894 | $6.26M | 0.1% | -12.5% | 0.083% | |
2/15/2024 | Encompass More Asset Management | 6,138 | $0.22M | 0.2% | N/A | 0.003% | |
2/15/2024 | Hilltop Partners LLC | 311,019 | $11.01M | 4.3% | +673.3% | 0.145% | |
2/15/2024 | Atlas Capital Advisors LLC | 303,007 | $10.73M | 1.6% | +1.5% | 0.142% | |
2/15/2024 | NSI Retail Advisors LLC | 84,000 | $2.97M | 0.5% | N/A | 0.039% | |
2/15/2024 | Nwam LLC | 5,967 | $0.21M | 0.0% | N/A | 0.003% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 28,663 | $1.02M | 1.1% | N/A | 0.013% | |
2/15/2024 | Financial Planning & Information Services Inc. | 14,662 | $0.52M | 0.1% | -17.5% | 0.007% | |
2/15/2024 | Freedom Investment Management Inc. | 15,674 | $0.56M | 0.0% | -8.4% | 0.007% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 46,416 | $1.64M | 0.0% | -3.6% | 0.022% | |
2/15/2024 | Citadel Advisors LLC | 59,738 | $2.12M | 0.0% | N/A | 0.028% | |
2/15/2024 | Comerica Bank | 67,014 | $2.37M | 0.0% | +30.7% | 0.031% | |
2/14/2024 | Royal Bank of Canada | 823,395 | $29.16M | 0.0% | +45.9% | 0.385% | |
2/14/2024 | Continuum Advisory LLC | 94,854 | $3.36M | 0.5% | -6.6% | 0.044% | |
2/14/2024 | Pathstone Holdings LLC | 850,175 | $30.11M | 0.2% | N/A | 0.397% | |
2/14/2024 | Kestra Advisory Services LLC | 57,500 | $2.04M | 0.0% | +64.5% | 0.027% | |
2/14/2024 | Vivaldi Capital Management LP | 32,787 | $1.13M | 0.3% | +53.6% | 0.015% | |
2/14/2024 | Creative Planning | 25,451,348 | $901.23M | 1.3% | +2.0% | 11.893% | |
2/14/2024 | Redwood Investment Management LLC | 6,776 | $0.24M | 0.0% | -97.9% | 0.003% | |
2/14/2024 | Vista Investment Management | 89,725 | $3.18M | 1.5% | +2.4% | 0.042% | |
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2/14/2024 | Broadview Financial Management LLC | 19,497 | $0.69M | 0.5% | -10.3% | 0.009% | |
2/14/2024 | Cresset Asset Management LLC | 6,931 | $0.25M | 0.0% | -76.4% | 0.003% | |
2/14/2024 | Regal Investment Advisors LLC | 188,046 | $6.66M | 0.5% | -1.2% | 0.088% | |
2/14/2024 | Sei Investments Co. | 427,913 | $15.15M | 0.0% | N/A | 0.200% | |
2/14/2024 | Connectus Wealth LLC | 341,638 | $12.11M | 0.2% | +4,278.9% | 0.160% | |
2/14/2024 | Traction Financial Partners LLC | 33,036 | $1.17M | 0.8% | N/A | 0.015% | |
2/14/2024 | Valley Financial Group Inc. | 136,929 | $4.85M | 3.8% | N/A | 0.064% | |
2/14/2024 | CFS Investment Advisory Services LLC | 103,296 | $3.66M | 0.7% | +4.5% | 0.048% | |
2/13/2024 | Envestnet Asset Management Inc. | 4,745,065 | $168.02M | 0.1% | +5.2% | 2.217% | |
2/13/2024 | Stephens Inc. AR | 11,037 | $0.39M | 0.0% | +5.0% | 0.005% | |
2/13/2024 | Northern Trust Corp | 6,432 | $0.23M | 0.0% | -23.6% | 0.003% | |
2/13/2024 | Exencial Wealth Advisors LLC | 110,145 | $3.90M | 0.2% | -0.8% | 0.051% | |
2/13/2024 | Vawter Financial Ltd. | 7,157 | $0.25M | 0.2% | -16.2% | 0.003% | |
2/13/2024 | Cetera Advisor Networks LLC | 801,061 | $28.37M | 0.2% | +17.9% | 0.374% | |
2/13/2024 | Tower Research Capital LLC TRC | 3,394 | $0.12M | 0.0% | N/A | 0.002% | |
2/13/2024 | Lake Street Advisors Group LLC | 172,962 | $6.13M | 0.4% | +1.6% | 0.081% | |
2/13/2024 | Edge Capital Group LLC | 24,448 | $0.87M | 0.0% | +110.7% | 0.011% | |
2/13/2024 | Goldman Sachs Group Inc. | 221,557 | $7.85M | 0.0% | +2,503.2% | 0.104% | |
2/13/2024 | Beacon Bridge Wealth Partners LLC | 44,960 | $1.59M | 0.8% | +3.2% | 0.021% | |
2/13/2024 | Jones Financial Companies Lllp | 4,533 | $0.16M | 0.0% | N/A | 0.002% | |
2/13/2024 | FinTrust Capital Advisors LLC | 3,890 | $0.14M | 0.0% | +265.3% | 0.002% | |
2/12/2024 | American Investment Services Inc. | 39,129 | $1.39M | 0.3% | +3.2% | 0.018% | |
2/12/2024 | ORBA Wealth Advisors L.L.C. | 90,642 | $3.21M | 1.9% | N/A | 0.042% | |
2/12/2024 | Clear Rock Advisors LLC | 14,410 | $0.50M | 0.2% | N/A | 0.007% | |
2/12/2024 | Tradition Wealth Management LLC | 3,172 | $0.11M | 0.0% | -49.5% | 0.001% | |
2/12/2024 | Bank of Nova Scotia | 40,900 | $1.45M | 0.0% | -17.6% | 0.019% | |
2/12/2024 | Strategic Financial Planning Inc. | 40,838 | $1.45M | 1.1% | +292.1% | 0.019% | |
2/12/2024 | Manhattan West Asset Management LLC | 15,251 | $0.54M | 0.2% | -47.2% | 0.007% | |
2/12/2024 | Evoke Wealth LLC | 10,000 | $0.35M | 0.0% | N/A | 0.005% | |
2/12/2024 | StoneX Group Inc. | 16,673 | $0.59M | 0.1% | +26.3% | 0.008% | |
2/12/2024 | Isthmus Partners LLC | 317,872 | $11.26M | 1.5% | N/A | 0.149% | |
2/12/2024 | Focus Financial Network Inc. ADV | 5,800 | $0.21M | 0.0% | N/A | 0.003% | |
2/12/2024 | Stifel Financial Corp | 47,095 | $1.67M | 0.0% | +7.1% | 0.022% | |
2/12/2024 | Parallel Advisors LLC | 49,551 | $1.76M | 0.1% | -1.2% | 0.023% | |
2/9/2024 | Congress Wealth Management LLC DE | 147,523 | $5.22M | 0.1% | +1.1% | 0.069% | |
2/9/2024 | Advisory Services Network LLC | 14,813 | $0.53M | 0.0% | +100.1% | 0.007% | |
2/9/2024 | ProVise Management Group LLC | 105,206 | $3.73M | 0.3% | -2.0% | 0.049% | |
2/9/2024 | Orion Portfolio Solutions LLC | 202,008 | $7.06M | 0.1% | +17.4% | 0.094% | |
2/9/2024 | BayBridge Capital Group LLC | 60,323 | $2.10M | 2.0% | N/A | 0.028% | |
2/9/2024 | US Bancorp DE | 9,932 | $0.35M | 0.0% | -20.7% | 0.005% | |
2/9/2024 | Frazier Financial Advisors LLC | 896 | $32K | 0.0% | N/A | 0.000% | |
2/9/2024 | Tidemark LLC | 45,434 | $1.61M | 1.0% | N/A | 0.021% | |
2/9/2024 | JPL Wealth Management LLC | 36,645 | $1.30M | 0.9% | N/A | 0.017% | |
2/9/2024 | TSA Wealth Managment LLC | 9,648 | $0.34M | 0.2% | N/A | 0.005% | |
2/9/2024 | Certified Advisory Corp | 12,414 | $0.44M | 0.1% | +9.9% | 0.006% | |
2/9/2024 | Assetmark Inc. | 1,963,942 | $69.54M | 0.3% | -2.2% | 0.918% | |
2/9/2024 | CreativeOne Wealth LLC | 62,746 | $2.22M | 0.1% | +14.0% | 0.029% | |
2/9/2024 | Corient Private Wealth LLC | 110,513 | $3.91M | 0.0% | -4.3% | 0.052% | |
2/9/2024 | Certus Wealth Management LLC | 22,418 | $0.79M | 0.7% | -5.3% | 0.010% | |
2/9/2024 | Wells Fargo & Company MN | 2,491,923 | $88.24M | 0.0% | +38.2% | 1.164% | |
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2/9/2024 | Balentine LLC | 51,606 | $1.83M | 0.1% | -15.9% | 0.024% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 82,662 | $2.93M | 0.2% | -1.7% | 0.039% | |
2/9/2024 | UBS Group AG | 1,572,129 | $55.67M | 0.0% | +10.4% | 0.735% | |
2/9/2024 | PNC Financial Services Group Inc. | 3,990 | $0.14M | 0.0% | +19.9% | 0.002% | |
2/8/2024 | Truefg LLC | 240,163 | $8.50M | 3.4% | -1.5% | 0.112% | |
2/8/2024 | Gainplan LLC | 74,233 | $2.63M | 1.4% | +3.9% | 0.035% | |
2/8/2024 | Clarity Capital Advisors LLC | 7,913 | $0.28M | 0.2% | N/A | 0.004% | |
2/8/2024 | Financial Advocates Investment Management | 62,631 | $2.23M | 0.1% | +1.8% | 0.029% | |
2/8/2024 | Northeast Financial Group Inc. | 27,461 | $0.97M | 0.5% | N/A | 0.013% | |
2/8/2024 | Towercrest Capital Management | 170,353 | $6.03M | 1.1% | +1.7% | 0.080% | |