3/22/2024 | PNC Financial Services Group Inc. | 16,415 | $0.92M | 0.0% | -8.6% | 0.004% | |
3/19/2024 | M3 Advisory Group LLC | 7,777 | $0.44M | 0.5% | N/A | 0.002% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 19,172 | $1.07M | 0.0% | -31.8% | 0.005% | |
3/14/2024 | HBK Investments L P | 13,720 | $0.77M | 0.0% | N/A | 0.004% | |
3/14/2024 | Leo Wealth LLC | 151,128 | $9.09M | 0.9% | N/A | 0.041% | |
3/13/2024 | MONECO Advisors LLC | 38,156 | $2.13M | 0.4% | -6.6% | 0.010% | |
|
3/12/2024 | PVG Asset Management Corp | 25,491 | $1.43M | 6.9% | N/A | 0.007% | |
3/8/2024 | SWP Financial LLC | 5,171 | $0.29M | 0.2% | N/A | 0.001% | |
3/8/2024 | ICA Group Wealth Management LLC | 10,984 | $0.61M | 0.1% | N/A | 0.003% | |
3/6/2024 | SageView Advisory Group LLC | 25,987 | $1.50M | 0.1% | -24.3% | 0.007% | |
3/5/2024 | Slagle Financial LLC | 50,844 | $2.84M | 0.3% | +113.9% | 0.014% | |
3/4/2024 | Richardson Financial Services Inc. | 129,033 | $7.21M | 6.3% | N/A | 0.035% | |
3/1/2024 | Creekmur Asset Management LLC | 757 | $42K | 0.0% | N/A | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,542,711 | $86.24M | 0.0% | +97.0% | 0.418% | |
3/1/2024 | Pineridge Advisors LLC | 4,580 | $0.26M | 0.1% | N/A | 0.001% | |
2/29/2024 | Scarborough Advisors LLC | 138,589 | $7.75M | 1.6% | +138.8% | 0.038% | |
2/29/2024 | Tortoise Investment Management LLC | 27,638 | $1.55M | 0.2% | +156.0% | 0.007% | |
2/28/2024 | Forthright Family Wealth Advisory LLC | 676,127 | $37.80M | 29.6% | N/A | 0.183% | |
2/27/2024 | ARQ Wealth Advisors LLC | 95,364 | $5.33M | 3.2% | -3.6% | 0.026% | |
2/26/2024 | Centaurus Financial Inc. | 81,355 | $4.55M | 0.3% | +0.7% | 0.022% | |
2/23/2024 | Chicago Partners Investment Group LLC | 86,797 | $4.96M | 0.2% | +14.6% | 0.024% | |
2/23/2024 | Beacon Financial Group | 55,962 | $3.13M | 0.4% | +95.5% | 0.015% | |
2/22/2024 | Scarborough Advisors LLC | 955,919 | $53.44M | 2.4% | +1,547.3% | 0.259% | |
2/22/2024 | Napa Wealth Management | 49,227 | $2.75M | 1.5% | N/A | 0.013% | |
2/20/2024 | Able Wealth Management LLC | 2,453 | $0.14M | 0.1% | N/A | 0.001% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 6,070 | $0.34M | 0.3% | N/A | 0.002% | |
2/20/2024 | Voisard Asset Management Group Inc. | 46,580 | $2.60M | 1.6% | N/A | 0.013% | |
2/16/2024 | SageView Advisory Group LLC | 25,987 | $1.50M | 0.1% | -24.3% | 0.007% | |
2/16/2024 | Oarsman Capital Inc. | 82,282 | $4.60M | 1.2% | N/A | 0.022% | |
2/16/2024 | Harbour Investments Inc. | 415,993 | $23.25M | 1.0% | +15.3% | 0.113% | |
2/16/2024 | Wealthquest Corp | 4,411 | $0.25M | 0.0% | -26.4% | 0.001% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 10,553 | $0.59M | 0.4% | +21.5% | 0.003% | |
2/16/2024 | Optimist Retirement Group LLC | 11,664 | $0.65M | 0.4% | N/A | 0.003% | |
2/16/2024 | O Dell Group LLC | 856,094 | $47.86M | 12.5% | -1.7% | 0.232% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 48,371 | $2.70M | 0.0% | -9.2% | 0.013% | |
2/15/2024 | Venture Visionary Partners LLC | 42,529 | $2.38M | 0.1% | +8.9% | 0.012% | |
2/15/2024 | Townsquare Capital LLC | 165,568 | $9.26M | 0.2% | +40.4% | 0.045% | |
2/15/2024 | Swmg LLC | 33,910 | $1.90M | 0.9% | +414.2% | 0.009% | |
2/15/2024 | Virtue Capital Management LLC | 7,942 | $0.44M | 0.1% | -23.6% | 0.002% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 556,198 | $31.09M | 0.6% | -3.9% | 0.151% | |
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2/15/2024 | Encompass More Asset Management | 4,599 | $0.26M | 0.3% | N/A | 0.001% | |
2/15/2024 | Atlas Capital Advisors LLC | 500 | $28K | 0.0% | N/A | 0.000% | |
2/15/2024 | Modera Wealth Management LLC | 105,352 | $5.89M | 0.1% | -1.1% | 0.029% | |
2/15/2024 | NSI Retail Advisors LLC | 241,100 | $13.48M | 2.2% | +35.7% | 0.065% | |
2/15/2024 | Nwam LLC | 129,380 | $7.23M | 0.6% | +5.1% | 0.035% | |
2/15/2024 | Oxford Financial Group LTD. LLC | 35,226 | $1.97M | 0.1% | N/A | 0.010% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 89,997 | $5.03M | 0.8% | +1.3% | 0.024% | |
2/15/2024 | Bluestem Financial Advisors LLC | 54,236 | $3.03M | 1.8% | -5.0% | 0.015% | |
2/15/2024 | Buckingham Strategic Partners LLC | 19,301 | $1.08M | 0.1% | -24.7% | 0.005% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 24,834 | $1.39M | 1.0% | -4.0% | 0.007% | |
2/14/2024 | Royal Bank of Canada | 1,173,234 | $65.58M | 0.0% | +40.0% | 0.318% | |
2/14/2024 | Continuum Advisory LLC | 171,455 | $9.59M | 1.4% | -6.8% | 0.046% | |
2/14/2024 | Pathstone Holdings LLC | 172,155 | $9.62M | 0.1% | N/A | 0.047% | |
2/14/2024 | Pacific Financial Group Inc. | 27,244 | $1.52M | 1.1% | -74.9% | 0.007% | |
2/14/2024 | Lavaca Capital LLC | 9,312 | $0.52M | 0.3% | +16.9% | 0.003% | |
2/14/2024 | Kestra Advisory Services LLC | 895,848 | $50.08M | 0.4% | +12.2% | 0.243% | |
2/14/2024 | Vivaldi Capital Management LP | 333,425 | $19.39M | 5.8% | +7.0% | 0.090% | |
2/14/2024 | Creative Planning | 26,525,460 | $1.48B | 2.2% | +1.8% | 7.190% | |
2/14/2024 | Redwood Investment Management LLC | 90,144 | $5.04M | 0.5% | +48.0% | 0.024% | |
2/14/2024 | Tcwp LLC | 39,585 | $2.21M | 6.3% | +4.5% | 0.011% | |
2/14/2024 | MGO One Seven LLC | 51,302 | $2.87M | 0.2% | +353.4% | 0.014% | |
2/14/2024 | Core Wealth Advisors Inc. | 297,395 | $16.62M | 6.1% | N/A | 0.081% | |
2/14/2024 | Connectus Wealth LLC | 220,155 | $12.31M | 0.2% | -0.7% | 0.060% | |
2/14/2024 | Waterloo Capital L.P. | 104,106 | $5.82M | 0.9% | +2.3% | 0.028% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 65,582 | $3.67M | 0.5% | +0.7% | 0.018% | |
2/14/2024 | NCM Capital Management LLC | 6,335 | $0.35M | 0.2% | N/A | 0.002% | |
2/14/2024 | CFS Investment Advisory Services LLC | 1,832,616 | $102.44M | 18.4% | +7.3% | 0.497% | |
2/13/2024 | Platform Technology Partners | 8,387 | $0.49M | 0.2% | N/A | 0.002% | |
2/13/2024 | Client 1ST Advisory Group LLC | 462,406 | $25.85M | 12.6% | -16.7% | 0.125% | |
2/13/2024 | Morningstar Investment Services LLC | 69,999 | $3.93M | 0.0% | +290.7% | 0.019% | |
2/13/2024 | Envestnet Asset Management Inc. | 8,405,094 | $469.85M | 0.2% | +94.4% | 2.278% | |
2/13/2024 | Northern Trust Corp | 81,876 | $4.58M | 0.0% | -1.8% | 0.022% | |
2/13/2024 | Cetera Advisor Networks LLC | 1,492,938 | $83.46M | 0.5% | +30.3% | 0.405% | |
2/13/2024 | Per Stirling Capital Management LLC. | 53,850 | $3.01M | 0.6% | +14.3% | 0.015% | |
2/13/2024 | Annex Advisory Services LLC | 43,944 | $2.46M | 0.1% | -1.1% | 0.012% | |
2/13/2024 | 360 Financial Inc. | 7,237 | $0.41M | 0.2% | N/A | 0.002% | |
2/13/2024 | Lake Street Advisors Group LLC | 12,653 | $0.71M | 0.0% | -8.6% | 0.003% | |
2/13/2024 | Goldman Sachs Group Inc. | 1,542,711 | $86.24M | 0.0% | +97.0% | 0.418% | |
2/13/2024 | Beacon Bridge Wealth Partners LLC | 5,143 | $0.29M | 0.1% | -37.4% | 0.001% | |
2/13/2024 | Belpointe Asset Management LLC | 13,453 | $0.75M | 0.1% | +94.8% | 0.004% | |
2/13/2024 | Laurel Wealth Advisors LLC | 9,078 | $0.51M | 0.1% | -5.2% | 0.002% | |
2/13/2024 | Intrepid Financial Planning Group LLC | 40,965 | $2.29M | 1.1% | -4.4% | 0.011% | |
2/13/2024 | The Manufacturers Life Insurance Company | 4,152,695 | $232.14M | 0.1% | +10.0% | 1.126% | |
2/13/2024 | Jones Financial Companies Lllp | 4,873 | $0.27M | 0.0% | N/A | 0.001% | |
2/13/2024 | TFG Advisers LLC | 12,358 | $0.69M | 0.3% | +5.5% | 0.003% | |
2/13/2024 | Summit Financial Strategies Inc. | 5,313 | $0.30M | 0.0% | -6.3% | 0.001% | |
2/13/2024 | Lloyd Advisory Services LLC. | 496,212 | $27.74M | 13.1% | N/A | 0.135% | |
2/12/2024 | GM Advisory Group LLC | 3,040,690 | $169.98M | 12.8% | +5.2% | 0.824% | |
2/12/2024 | Shepherd Financial Partners LLC | 80,068 | $4.48M | 0.6% | +1.9% | 0.022% | |
2/12/2024 | ORBA Wealth Advisors L.L.C. | 8,175 | $0.46M | 0.3% | N/A | 0.002% | |
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2/12/2024 | Vectors Research Management LLC | 67,628 | $3.78M | 0.6% | -31.2% | 0.018% | |
2/12/2024 | Tradition Wealth Management LLC | 401,129 | $22.42M | 2.4% | +14.2% | 0.109% | |
2/12/2024 | Condor Capital Management | 38,305 | $2.14M | 0.2% | -1.1% | 0.010% | |
2/12/2024 | Adams Wealth Management | 149,043 | $8.33M | 2.5% | -54.9% | 0.040% | |
2/12/2024 | Bush Investment Group LLC | 187,556 | $10.90M | 10.1% | N/A | 0.051% | |
2/12/2024 | New Republic Capital LLC | 5,820 | $0.33M | 0.2% | +5.6% | 0.002% | |
2/12/2024 | Focus Financial Network Inc. ADV | 690,604 | $38.61M | 1.5% | N/A | 0.187% | |
2/12/2024 | Stifel Financial Corp | 210,793 | $11.78M | 0.0% | +69.5% | 0.057% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 44,961 | $2.51M | 0.0% | +537.7% | 0.012% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 87,785 | $4.91M | 0.4% | +83.9% | 0.024% | |