3/26/2024 | Napatree Capital LLC | 26,023 | $0.76M | 0.8% | N/A | 0.011% | |
3/22/2024 | PNC Financial Services Group Inc. | 42,484 | $1.23M | 0.0% | -23.5% | 0.018% | |
3/19/2024 | Financial Life Advisors | 56,123 | $1.63M | 0.7% | -72.7% | 0.024% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 20,409 | $0.59M | 0.0% | N/A | 0.009% | |
3/12/2024 | Spartan Planning & Wealth Management | 58,137 | $1.69M | 1.8% | +264,159.1% | 0.024% | |
3/8/2024 | ICA Group Wealth Management LLC | 6,099 | $0.18M | 0.0% | N/A | 0.003% | |
|
3/6/2024 | SageView Advisory Group LLC | 9,266 | $0.26M | 0.0% | -63.4% | 0.004% | |
3/5/2024 | Fisher Asset Management LLC | 36,742,254 | $1.07B | 0.5% | +3.4% | 15.470% | |
3/5/2024 | True Vision MN LLC | 23,913 | $0.69M | 0.6% | N/A | 0.010% | |
3/4/2024 | Richardson Financial Services Inc. | 23,334 | $0.68M | 0.6% | N/A | 0.010% | |
2/29/2024 | Tortoise Investment Management LLC | 24,912 | $0.72M | 0.1% | N/A | 0.010% | |
2/28/2024 | EP Wealth Advisors LLC | 9,046 | $0.26M | 0.0% | -45.4% | 0.004% | |
2/22/2024 | Napa Wealth Management | 52,172 | $1.51M | 0.8% | N/A | 0.022% | |
2/20/2024 | GLOBALT Investments LLC GA | 140,945 | $4.09M | 0.2% | N/A | 0.059% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 9,735 | $0.28M | 0.2% | N/A | 0.004% | |
2/16/2024 | Hobbs Group Advisors LLC | 203,224 | $5.90M | 2.6% | N/A | 0.086% | |
2/16/2024 | SageView Advisory Group LLC | 9,266 | $0.26M | 0.0% | -63.4% | 0.004% | |
2/16/2024 | Harbour Investments Inc. | 21,240 | $0.62M | 0.0% | +9.0% | 0.009% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 9,362 | $0.27M | 0.0% | -12.3% | 0.004% | |
2/15/2024 | Main Management LLC | 101,256 | $2.94M | 0.3% | -51.6% | 0.043% | |
2/15/2024 | Townsquare Capital LLC | 2,198,948 | $63.81M | 1.1% | +6.5% | 0.926% | |
2/15/2024 | Virtue Capital Management LLC | 10,568 | $0.30M | 0.1% | N/A | 0.004% | |
2/15/2024 | Voya Financial Advisors Inc. | 3,101,658 | $90.72M | 10.9% | N/A | 1.306% | |
2/15/2024 | OLD Mission Capital LLC | 28,254 | $0.82M | 0.0% | -74.9% | 0.012% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 20,670 | $0.60M | 0.6% | N/A | 0.009% | |
2/15/2024 | Baird Financial Group Inc. | 146,327 | $4.25M | 0.0% | +2.6% | 0.062% | |
2/15/2024 | Comerica Bank | 36,792 | $1.07M | 0.0% | +31.4% | 0.015% | |
2/14/2024 | Royal Bank of Canada | 795,046 | $23.07M | 0.0% | +61.5% | 0.335% | |
2/14/2024 | Kestra Advisory Services LLC | 73,804 | $2.14M | 0.0% | +107.6% | 0.031% | |
2/14/2024 | True Wealth Design LLC | 19,982 | $0.58M | 0.2% | +25.6% | 0.008% | |
2/14/2024 | Creative Planning | 8,769 | $0.25M | 0.0% | -70.6% | 0.004% | |
2/14/2024 | Redwood Investment Management LLC | 344,980 | $10.01M | 0.9% | -15.2% | 0.145% | |
2/14/2024 | Jacobi Capital Management LLC | 41,920 | $1.22M | 0.1% | -16.5% | 0.018% | |
2/14/2024 | BOKF NA | 6,538 | $0.19M | 0.0% | N/A | 0.003% | |
2/14/2024 | Regal Investment Advisors LLC | 7,261 | $0.21M | 0.0% | N/A | 0.003% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 69,744 | $2.02M | 2.0% | N/A | 0.029% | |
2/14/2024 | CFS Investment Advisory Services LLC | 306,219 | $8.89M | 1.6% | -7.5% | 0.129% | |
2/13/2024 | Envestnet Asset Management Inc. | 5,227,187 | $151.69M | 0.1% | -11.4% | 2.201% | |
2/13/2024 | Northern Trust Corp | 10,717 | $0.31M | 0.0% | N/A | 0.005% | |
2/13/2024 | Cetera Advisor Networks LLC | 1,296,144 | $37.61M | 0.2% | +222.2% | 0.546% | |
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2/13/2024 | Tower Research Capital LLC TRC | 5,288 | $0.15M | 0.0% | N/A | 0.002% | |
2/13/2024 | Lloyd Advisory Services LLC. | 15,153 | $0.44M | 0.2% | N/A | 0.006% | |
2/12/2024 | GM Advisory Group LLC | 393,390 | $11.42M | 0.9% | +21.8% | 0.166% | |
2/12/2024 | Shepherd Financial Partners LLC | 627,958 | $18.22M | 2.6% | N/A | 0.264% | |
2/12/2024 | Clear Investment Research LLC | 1,322 | $38K | 0.1% | N/A | 0.001% | |
2/12/2024 | Madison Asset Management LLC | 214,787 | $6.23M | 0.1% | N/A | 0.090% | |
2/12/2024 | Bank of Nova Scotia | 64,690 | $1.88M | 0.0% | -1.1% | 0.027% | |
2/12/2024 | Innealta Capital LLC | 828,403 | $24.04M | 10.8% | N/A | 0.349% | |
2/12/2024 | Focus Financial Network Inc. ADV | 17,619 | $0.51M | 0.0% | N/A | 0.007% | |
2/12/2024 | Stifel Financial Corp | 2,388,902 | $69.33M | 0.1% | +12.9% | 1.006% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 427,152 | $12.40M | 0.2% | +103.8% | 0.180% | |
2/12/2024 | CAP Partners LLC | 24,181 | $0.70M | 0.7% | N/A | 0.010% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 49,581 | $1.44M | 0.5% | N/A | 0.021% | |
2/12/2024 | Parallel Advisors LLC | 31,855 | $0.92M | 0.0% | -55.6% | 0.013% | |
2/9/2024 | Congress Wealth Management LLC DE | 3,807,353 | $110.49M | 2.0% | N/A | 1.603% | |
2/9/2024 | Advisory Services Network LLC | 19,395 | $0.56M | 0.0% | +139.3% | 0.008% | |
2/9/2024 | First Trust Bank Ltd. | 222,000 | $6.44M | 8.9% | N/A | 0.093% | |
2/9/2024 | Orion Portfolio Solutions LLC | 91,903 | $2.63M | 0.0% | -0.4% | 0.039% | |
2/9/2024 | SageView Advisory Group LLC | 9,266 | $0.26M | 0.0% | -63.4% | 0.004% | |
2/9/2024 | Citizens & Northern Corp | 31,803 | $0.92M | 0.3% | -1.9% | 0.013% | |
2/9/2024 | US Bancorp DE | 25,994 | $0.75M | 0.0% | +60.7% | 0.011% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 303,740 | $8.82M | 0.0% | +9.7% | 0.128% | |
2/9/2024 | Tidemark LLC | 92,484 | $2.68M | 1.7% | N/A | 0.039% | |
2/9/2024 | Journey Strategic Wealth LLC | 154,162 | $4.47M | 0.2% | +14.7% | 0.065% | |
2/9/2024 | Keystone Financial Group | 113,825 | $3.30M | 0.6% | +5.9% | 0.048% | |
2/9/2024 | Assetmark Inc. | 1,226,741 | $35.60M | 0.1% | -5.5% | 0.517% | |
2/9/2024 | CreativeOne Wealth LLC | 125,579 | $3.64M | 0.2% | +3.7% | 0.053% | |
2/9/2024 | L.M. Kohn & Company | 15,226 | $0.44M | 0.1% | +8.7% | 0.006% | |
2/9/2024 | Wells Fargo & Company MN | 1,138,389 | $33.04M | 0.0% | +46.7% | 0.479% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 179,468 | $5.21M | 0.3% | +7.7% | 0.076% | |
2/9/2024 | UBS Group AG | 2,424,598 | $70.36M | 0.0% | -6.7% | 1.021% | |
2/9/2024 | PNC Financial Services Group Inc. | 42,484 | $1.23M | 0.0% | -23.5% | 0.018% | |
2/8/2024 | Main Street Financial Solutions LLC | 7,510 | $0.22M | 0.0% | N/A | 0.003% | |
2/8/2024 | Financial Advocates Investment Management | 11,645 | $0.34M | 0.0% | +5.6% | 0.005% | |
2/8/2024 | Northeast Financial Group Inc. | 80,580 | $2.34M | 1.1% | N/A | 0.034% | |
2/8/2024 | Tortoise Investment Management LLC | 24,359 | $0.68M | 0.1% | N/A | 0.010% | |
2/8/2024 | First Heartland Consultants Inc. | 91,668 | $2.66M | 0.3% | -1.3% | 0.039% | |
2/8/2024 | Kingsview Wealth Management LLC | 92,068 | $2.67M | 0.1% | +0.7% | 0.039% | |
2/8/2024 | Integrity Wealth Solutions LLC | 20,604 | $0.60M | 0.4% | N/A | 0.009% | |
2/8/2024 | Prairieview Wealth Partners LLC | 358,206 | $10.40M | 10.4% | N/A | 0.151% | |
2/8/2024 | Savvy Advisors Inc. | 22,499 | $0.65M | 0.6% | N/A | 0.009% | |
2/8/2024 | Strategic Financial Services Inc | 18,869 | $0.55M | 0.0% | -79.4% | 0.008% | |
2/8/2024 | Foundations Investment Advisors LLC | 19,843 | $0.57M | 0.0% | -37.5% | 0.008% | |
2/7/2024 | Avantax Advisory Services Inc. | 24,124 | $0.70M | 0.0% | -72.3% | 0.010% | |
2/7/2024 | Checchi Capital Advisers LLC | 796,843 | $23.12M | 1.9% | N/A | 0.336% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 545,924 | $15.84M | 0.1% | +14.6% | 0.230% | |
2/7/2024 | Strategic Advocates LLC | 163,403 | $4.74M | 2.0% | N/A | 0.069% | |
2/7/2024 | Acorn Wealth Advisors LLC | 12,367 | $0.36M | 0.2% | +19.9% | 0.005% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 220,530 | $6.18M | 2.5% | +11.5% | 0.093% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 35,549 | $1.03M | 0.0% | +23.5% | 0.015% | |
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2/7/2024 | BNP Paribas Financial Markets | 17,900 | $0.52M | 0.0% | N/A | 0.008% | |
2/7/2024 | Calton & Associates Inc. | 7,782 | $0.23M | 0.1% | N/A | 0.003% | |
2/7/2024 | Principal Securities Inc. | 194,071 | $5.63M | 0.2% | N/A | 0.082% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 853,887 | $24.78M | 0.0% | +0.1% | 0.360% | |
2/6/2024 | Lincoln National Corp | 47,796 | $1.39M | 0.0% | +106.0% | 0.020% | |
2/6/2024 | Private Advisor Group LLC | 896,891 | $26.03M | 0.2% | -24.2% | 0.378% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 165,541 | $4.80M | 0.2% | +814.9% | 0.070% | |
2/6/2024 | Summit Trail Advisors LLC | 422,103 | $12.25M | 0.4% | -50.5% | 0.178% | |
2/6/2024 | Leuthold Group LLC | 47,934 | $1.39M | 0.2% | N/A | 0.020% | |
2/6/2024 | Spire Wealth Management | 6,067 | $0.17M | 0.0% | -36.6% | 0.003% | |