3/23/2023 | Prostatis Group LLC | 190,106 | $0.19M | 0.1% | +6.6% | 0.057% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 21,927 | $0.99M | 0.0% | +66.6% | 0.007% | |
3/8/2023 | Capital Asset Advisory Services LLC | 28,875 | $1.30M | 0.1% | N/A | 0.009% | |
3/8/2023 | Sheets Smith Wealth Management | 130,782 | $5.88M | 0.9% | -0.6% | 0.040% | |
3/6/2023 | Aldebaran Financial Inc. | 73,784 | $3.32M | 3.6% | +23.5% | 0.023% | |
3/2/2023 | Oliver Lagore Vanvalin Investment Group | 1,311 | $59K | 0.0% | -22.6% | 0.000% | |
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3/2/2023 | Leading Edge Financial Planning LLC | 318,104 | $14.31M | 12.4% | N/A | 0.097% | |
3/1/2023 | Panoramic Investment Advisors LLC | 146,407 | $6.59M | 6.8% | N/A | 0.045% | |
3/1/2023 | Investments & Financial Planning LLC | 20,711 | $0.93M | 0.9% | N/A | 0.006% | |
2/28/2023 | Orin Green Financial LLC | 19,743 | $0.89M | 0.5% | +7.8% | 0.006% | |
2/27/2023 | Kalos Management Inc. | 1,025 | $46K | 0.1% | N/A | 0.000% | |
2/27/2023 | ST Germain D J Co. Inc. | 2,009,470 | $90K | 0.0% | +4.3% | 0.613% | |
2/21/2023 | Insight Advisors LLC PA | 17,916 | $0.80M | 0.3% | -3.1% | 0.005% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 84,127 | $3.78M | 0.0% | -12.0% | 0.026% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 21,927 | $0.99M | 0.0% | +66.6% | 0.007% | |
2/17/2023 | Truist Financial Corp | 75,326 | $3.39M | 0.0% | -3.5% | 0.023% | |
2/17/2023 | Adams Wealth Management | 449,580 | $20.22M | 7.1% | +191.8% | 0.137% | |
2/17/2023 | Compass Wealth Management LLC | 21,321 | $0.96M | 0.3% | N/A | 0.007% | |
2/17/2023 | Ascent Group LLC | 389,513 | $17.52M | 2.1% | +18.8% | 0.119% | |
2/16/2023 | Bensler LLC | 45,797 | $2.06M | 0.5% | +19.2% | 0.014% | |
2/16/2023 | WealthPLAN Partners LLC | 114,243 | $5.55M | 0.4% | N/A | 0.035% | |
2/16/2023 | Axxcess Wealth Management LLC | 16,318 | $0.73M | 0.1% | -10.1% | 0.005% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 5,461 | $27.68M | 0.7% | -99.1% | 0.002% | |
2/16/2023 | CreativeOne Wealth LLC | 915,415 | $41.18M | 2.3% | -1.3% | 0.279% | |
2/16/2023 | Financial Advocates Investment Management | 160,345 | $7.21M | 0.5% | +6.9% | 0.049% | |
2/16/2023 | Personal Capital Advisors Corp | 7,077 | $0.32M | 0.0% | N/A | 0.002% | |
2/16/2023 | RFG Advisory LLC | 291,935 | $14.16M | 0.7% | -2.2% | 0.089% | |
2/16/2023 | United Capital Financial Advisers LLC | 13,046 | $0.59M | 0.0% | -12.8% | 0.004% | |
2/16/2023 | Harbour Investments Inc. | 231,277 | $10.40M | 0.6% | -3.8% | 0.071% | |
2/16/2023 | Gateway Wealth Partners LLC | 1,514,746 | $68.13M | 11.7% | N/A | 0.462% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 88,375 | $3.98M | 0.1% | -26.5% | 0.027% | |
2/15/2023 | CI Private Wealth LLC | 288,680 | $13.30M | 0.0% | N/A | 0.088% | |
2/15/2023 | WealthPlan Investment Management LLC | 114,243 | $5.54M | 0.4% | +10.1% | 0.035% | |
2/15/2023 | Moneta Group Investment Advisors LLC | 615,380,614 | $27.68B | 0.7% | +102,333.3% | 187.702% | |
2/15/2023 | Simplicity Wealth LLC | 11,408 | $0.51M | 0.5% | -57.1% | 0.003% | |
2/15/2023 | Apollon Wealth Management LLC | 5,493 | $0.25M | 0.0% | N/A | 0.002% | |
2/15/2023 | MBM Wealth Consultants LLC | 23,512 | $1.06M | 0.5% | +12.8% | 0.007% | |
2/15/2023 | Founders Financial Alliance LLC | 1,233 | $55K | 0.0% | -43.8% | 0.000% | |
2/15/2023 | Agur Provident & Training Funds Management Ltd. | 1,958,294 | $88.08M | 31.1% | N/A | 0.597% | |
2/15/2023 | Captrust Financial Advisors | 12,187 | $0.55M | 0.0% | -51.1% | 0.004% | |
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2/15/2023 | IHT Wealth Management LLC | 215,810 | $9.71M | 0.6% | +1.7% | 0.066% | |
2/15/2023 | TFB Advisors LLC | 4,638 | $0.21M | 0.2% | N/A | 0.001% | |
2/15/2023 | Jane Street Group LLC | 11,790 | $0.53M | 0.0% | -95.0% | 0.004% | |
2/15/2023 | Cahill Financial Advisors Inc. | 6,011 | $0.27M | 0.1% | -9.1% | 0.002% | |
2/15/2023 | Vicus Capital | 42,989 | $1.93M | 0.2% | +5.4% | 0.013% | |
2/15/2023 | Signet Financial Management LLC | 15,332 | $0.69M | 0.1% | -13.6% | 0.005% | |
2/15/2023 | Shepherd Financial Partners LLC | 420,749 | $18.93M | 3.4% | +9.1% | 0.128% | |
2/15/2023 | Linscomb & Williams Inc. | 4,646 | $0.21M | 0.0% | N/A | 0.001% | |
2/15/2023 | Millennium Management LLC | 16,649 | $0.75M | 0.0% | -66.7% | 0.005% | |
2/15/2023 | Money Concepts Capital Corp | 66,903 | $3.01M | 0.1% | +16.2% | 0.020% | |
2/15/2023 | Morgan Stanley | 2,767,713 | $124.49M | 0.0% | +0.5% | 0.844% | |
2/15/2023 | Mariner LLC | 1,765,460 | $79.41M | 0.3% | +207.3% | 0.538% | |
2/15/2023 | Meridian Wealth Management LLC | 29,928 | $1.35M | 0.1% | +4.5% | 0.009% | |
2/15/2023 | ERn Financial LLC | 55,743 | $2.51M | 0.6% | +1.8% | 0.017% | |
2/15/2023 | Exencial Wealth Advisors LLC | 5,315 | $0.24M | 0.0% | N/A | 0.002% | |
2/15/2023 | Equitable Holdings Inc. | 173,126 | $7.79M | 0.1% | +2.0% | 0.053% | |
2/15/2023 | Facet Wealth Inc. | 39,561 | $1.90M | 0.1% | -31.7% | 0.012% | |
2/15/2023 | Aspire Private Capital LLC | 3,534 | $158.95B | 0.1% | -10.4% | 0.001% | |
2/15/2023 | Freedom Wealth Alliance LLC | 44,669 | $2.01M | 2.8% | N/A | 0.014% | |
2/15/2023 | Axxcess Wealth Management LLC | 16,318 | $0.73M | 0.1% | -10.1% | 0.005% | |
2/15/2023 | Jefferies Financial Group Inc. | 24,823 | $1.12M | 0.0% | N/A | 0.008% | |
2/14/2023 | Cetera Advisor Networks LLC | 821,982 | $36.97M | 0.3% | +215.3% | 0.251% | |
2/14/2023 | Redwood Financial Network Corp | 15,884 | $0.71M | 0.8% | +111.1% | 0.005% | |
2/14/2023 | Cetera Investment Advisers | 518,154 | $23.31M | 0.2% | +1,273.2% | 0.158% | |
2/14/2023 | Cetera Advisors LLC | 127,206 | $5.72M | 0.1% | +377.6% | 0.039% | |
2/14/2023 | Knightsbridge Asset Management LLC | 470,727 | $21.17M | 4.0% | +4.6% | 0.144% | |
2/14/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 19,423 | $0.87M | 0.1% | -22.9% | 0.006% | |
2/14/2023 | Quantitative Advantage LLC | 13,587 | $0.61M | 0.1% | +20.9% | 0.004% | |
2/14/2023 | Two Sigma Investments LP | 14,100 | $0.63M | 0.0% | -75.6% | 0.004% | |
2/14/2023 | CSM Advisors LLC | 107,670 | $4.84M | 0.5% | -50.2% | 0.033% | |
2/14/2023 | PCG Wealth Advisors LLC | 32,471 | $1.46M | 0.9% | -37.9% | 0.010% | |
2/14/2023 | Townsquare Capital LLC | 125,864 | $5.66M | 0.1% | +1.7% | 0.038% | |
2/13/2023 | Moran Wealth Management LLC | 2,469,225 | $111.07M | 4.2% | N/A | 0.753% | |
2/13/2023 | CFS Investment Advisory Services LLC | 1,651,179 | $74.27M | 16.9% | +0.1% | 0.504% | |
2/13/2023 | N.E.W. Advisory Services LLC | 1,478,584 | $66.51M | 10.4% | +8.4% | 0.451% | |
2/13/2023 | Black Swift Group LLC | 83,263 | $3.75M | 1.5% | -0.4% | 0.025% | |
2/13/2023 | First Republic Investment Management Inc. | 19,096 | $0.86M | 0.0% | +91.2% | 0.006% | |
2/13/2023 | Charles Schwab Investment Management Inc. | 21,701 | $0.98M | 0.0% | N/A | 0.007% | |
2/13/2023 | GeoWealth Management LLC | 89,702 | $4.03M | 0.4% | -1.4% | 0.027% | |
2/13/2023 | Kingsview Wealth Management LLC | 56,256 | $2.53M | 0.1% | +17.8% | 0.017% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 3,516,523 | $158.17M | 7.6% | +8.0% | 1.073% | |
2/13/2023 | Integrated Wealth Concepts LLC | 337,831 | $15.20M | 0.4% | +8.7% | 0.103% | |
2/13/2023 | Tcwp LLC | 252,168 | $11.34M | 2.3% | -25.7% | 0.077% | |
2/13/2023 | Client 1ST Advisory Group LLC | 645,176 | $29.02M | 17.0% | +11.8% | 0.197% | |
2/13/2023 | Wells Fargo & Company MN | 1,821,790 | $81.94M | 0.0% | -4.2% | 0.556% | |
2/13/2023 | Heritage Wealth Management LLC | 87,149 | $3.92M | 0.6% | +98.1% | 0.027% | |
2/13/2023 | The Manufacturers Life Insurance Company | 2,292,422 | $103.11M | 0.1% | +34.0% | 0.699% | |
2/13/2023 | Ford Financial Group LLC | 82,111 | $3.69M | 1.5% | +6.7% | 0.025% | |
2/13/2023 | Pinnacle Wealth Planning Services Inc. | 181,669 | $8.17M | 1.5% | +71.2% | 0.055% | |
2/13/2023 | Forte Capital LLC ADV | 28,755 | $1.29M | 0.2% | -1.1% | 0.009% | |
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2/13/2023 | Geode Capital Management LLC | 138,709 | $6.24M | 0.0% | -0.3% | 0.042% | |
2/13/2023 | American Century Companies Inc. | 136,700 | $6.15M | 0.0% | +7.5% | 0.042% | |
2/13/2023 | Atria Wealth Solutions Inc. | 351,465 | $15.81M | 0.3% | -5.9% | 0.107% | |
2/13/2023 | Frisch Financial Group Inc. | 5,907 | $0.27M | 0.1% | -9.5% | 0.002% | |
2/13/2023 | Ciovacco Capital Management LLC | 76,292 | $3.43M | 17.8% | +111.3% | 0.023% | |
2/13/2023 | Rooted Wealth Advisors Inc. | 396,265 | $17.82M | 15.0% | N/A | 0.121% | |
2/13/2023 | JPMorgan Chase & Co. | 7,093,612 | $319.07M | 0.0% | +59,113,333.3% | 2.164% | |
2/13/2023 | Syntegra Private Wealth Group LLC | 104,970 | $4.72M | 0.9% | N/A | 0.032% | |
2/13/2023 | Truefg LLC | 47,069 | $2.12M | 1.0% | +8.0% | 0.014% | |
2/13/2023 | Alliance Wealth Management Group | 169,819 | $7.64M | 2.8% | -2.2% | 0.052% | |