3/26/2024 | Napatree Capital LLC | 3,785 | $0.37M | 0.4% | N/A | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 237,599 | $23.43M | 0.0% | -11.3% | 0.198% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 77,371 | $7.63M | 0.2% | -2.1% | 0.065% | |
3/8/2024 | SWP Financial LLC | 80,858 | $7.97M | 6.2% | N/A | 0.067% | |
3/8/2024 | ICA Group Wealth Management LLC | 251 | $25K | 0.0% | N/A | 0.000% | |
3/5/2024 | Twin Focus Capital Partners LLC | 25,700 | $2.53M | 0.2% | N/A | 0.021% | |
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3/1/2024 | ARK & TLK Investments LLC | 4,941 | $0.49M | 0.2% | N/A | 0.004% | |
3/1/2024 | Goldman Sachs Group Inc. | 98,119 | $9.67M | 0.0% | -28.9% | 0.082% | |
2/29/2024 | Scarborough Advisors LLC | 579 | $57K | 0.0% | N/A | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 340,126 | $33.53M | 4.5% | +0.7% | 0.284% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 2,983 | $0.29M | 0.0% | +15.4% | 0.002% | |
2/26/2024 | Centaurus Financial Inc. | 28,142 | $2.78M | 0.2% | -26.1% | 0.023% | |
2/26/2024 | Integrated Advisors Network LLC | 6,172 | $0.61M | 0.0% | -34.9% | 0.005% | |
2/23/2024 | Arkansas Financial Group Inc. | 110,061 | $10.85M | 2.0% | +11.8% | 0.092% | |
2/23/2024 | Chicago Partners Investment Group LLC | 15,332 | $1.51M | 0.1% | +2.7% | 0.013% | |
2/22/2024 | Scarborough Advisors LLC | 6,048 | $0.60M | 0.0% | N/A | 0.005% | |
2/21/2024 | WNY Asset Management LLC | 7,923 | $0.78M | 0.1% | -26.9% | 0.007% | |
2/20/2024 | Able Wealth Management LLC | 5,285 | $0.52M | 0.5% | N/A | 0.004% | |
2/16/2024 | D L Carlson Investment Group Inc. | 14,685 | $1.45M | 0.3% | +2.1% | 0.012% | |
2/16/2024 | Trail Ridge Investment Advisors LLC | 20,009 | $1.97M | 1.2% | -1.5% | 0.017% | |
2/16/2024 | Secured Retirement Advisors LLC | 6,565 | $0.65M | 0.6% | N/A | 0.005% | |
2/16/2024 | Clarity Asset Management Inc. | 674 | $66K | 0.1% | N/A | 0.001% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 99,854 | $9.85M | 0.0% | -28.8% | 0.083% | |
2/15/2024 | Townsquare Capital LLC | 280,262 | $27.63M | 0.5% | -1.4% | 0.234% | |
2/15/2024 | Barclays PLC | 12,249 | $1.21M | 0.0% | -81.3% | 0.010% | |
2/15/2024 | Atlas Capital Advisors LLC | 62,185 | $6.13M | 0.9% | N/A | 0.052% | |
2/15/2024 | Modera Wealth Management LLC | 1,228,229 | $121.09M | 2.0% | +16,642.5% | 1.025% | |
2/15/2024 | Modern Wealth Management LLC | 1,052,932 | $103.81M | 13.9% | N/A | 0.879% | |
2/15/2024 | Nwam LLC | 7,999 | $0.79M | 0.1% | +4.1% | 0.007% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 6,120 | $0.60M | 0.6% | N/A | 0.005% | |
2/15/2024 | Freedom Investment Management Inc. | 22,052 | $2.17M | 0.2% | -12.7% | 0.018% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 25,294 | $2.49M | 0.0% | +3.3% | 0.021% | |
2/15/2024 | Baird Financial Group Inc. | 61,509 | $6.06M | 0.0% | +0.9% | 0.051% | |
2/15/2024 | Bell Investment Advisors Inc | 24,488 | $2.41M | 0.5% | +31.5% | 0.020% | |
2/15/2024 | Comerica Bank | 8,252 | $0.81M | 0.0% | -8.7% | 0.007% | |
2/14/2024 | Royal Bank of Canada | 316,227 | $31.18M | 0.0% | -5.9% | 0.264% | |
2/14/2024 | Continuum Advisory LLC | 9,967 | $0.98M | 0.1% | -20.9% | 0.008% | |
2/14/2024 | Kestra Advisory Services LLC | 49,755 | $4.91M | 0.0% | -3.8% | 0.042% | |
2/14/2024 | Creative Planning | 367,055 | $36.19M | 0.1% | -6.2% | 0.306% | |
2/14/2024 | Northwest Wealth Management LLC | 13,223 | $1.30M | 0.4% | -10.1% | 0.011% | |
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2/14/2024 | MGO One Seven LLC | 18,481 | $1.82M | 0.1% | -54.3% | 0.015% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 57,635 | $5.68M | 5.2% | N/A | 0.048% | |
2/14/2024 | Olympus Wealth Management LLC | 2,153 | $0.21M | 0.1% | N/A | 0.002% | |
2/14/2024 | Retirement Capital Strategies | 3,313 | $0.33M | 0.1% | -9.6% | 0.003% | |
2/14/2024 | CFS Investment Advisory Services LLC | 32,734 | $3.23M | 0.6% | +24.3% | 0.027% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,061,456 | $104.65M | 0.0% | -9.9% | 0.886% | |
2/13/2024 | Exencial Wealth Advisors LLC | 95,911 | $9.46M | 0.4% | -11.6% | 0.080% | |
2/13/2024 | Cetera Advisor Networks LLC | 100,915 | $9.95M | 0.1% | -1.9% | 0.084% | |
2/13/2024 | Oppenheimer & Co. Inc. | 69,382 | $6.84M | 0.1% | -39.9% | 0.058% | |
2/13/2024 | Trademark Financial Management LLC | 6,875 | $0.68M | 0.5% | N/A | 0.006% | |
2/13/2024 | 360 Financial Inc. | 7,700 | $0.76M | 0.3% | N/A | 0.006% | |
2/13/2024 | Fairview Capital Investment Management LLC | 21,052 | $2.08M | 0.1% | -9.0% | 0.018% | |
2/13/2024 | Goldman Sachs Group Inc. | 98,119 | $9.67M | 0.0% | -28.9% | 0.082% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 10,784 | $1.06M | 0.0% | -80.9% | 0.009% | |
2/13/2024 | Belpointe Asset Management LLC | 22,253 | $2.19M | 0.2% | +3.4% | 0.019% | |
2/13/2024 | CWA Asset Management Group LLC | 2,349 | $0.23M | 0.0% | -22.5% | 0.002% | |
2/13/2024 | Jones Financial Companies Lllp | 2,959 | $0.29M | 0.0% | N/A | 0.002% | |
2/13/2024 | Coco Enterprises LLC | 15,150 | $1.49M | 1.1% | -1.6% | 0.013% | |
2/13/2024 | Landmark Financial Advisors LLC | 187,013 | $18.44M | 6.6% | +4.4% | 0.156% | |
2/13/2024 | Rathbones Group PLC | 6,394 | $0.63M | 0.0% | +105.5% | 0.005% | |
2/12/2024 | Partners Capital Investment Group LLP | 704,707 | $69.48M | 1.5% | +15.0% | 0.588% | |
2/12/2024 | Clear Investment Research LLC | 7,436 | $0.73M | 1.0% | +1.6% | 0.006% | |
2/12/2024 | Dodds Wealth LLC | 29,509 | $2.91M | 1.5% | N/A | 0.025% | |
2/12/2024 | Mercer Investments LLC | 2,488 | $0.25M | 0.3% | +101.6% | 0.002% | |
2/12/2024 | Evoke Wealth LLC | 6,812 | $0.67M | 0.0% | +9.3% | 0.006% | |
2/12/2024 | Roundview Capital LLC | 16,593 | $1.64M | 0.2% | -4.0% | 0.014% | |
2/12/2024 | Fiduciary Trust Co | 2,957 | $0.29M | 0.0% | -20.3% | 0.002% | |
2/12/2024 | Quaker Wealth Management LLC | 66,378 | $6.54M | 2.9% | -1.4% | 0.055% | |
2/12/2024 | Focus Financial Network Inc. ADV | 12,004 | $1.18M | 0.0% | N/A | 0.010% | |
2/12/2024 | Stifel Financial Corp | 162,351 | $16.01M | 0.0% | -28.2% | 0.135% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 16,140 | $1.59M | 0.0% | +18.0% | 0.013% | |
2/12/2024 | Edmond DE Rothschild Holding S.A. | 300 | $30K | 0.0% | N/A | 0.000% | |
2/12/2024 | Madden Advisory Services Inc. | 29,034 | $2.86M | 1.6% | -4.4% | 0.024% | |
2/12/2024 | Hilltop Holdings Inc. | 30,183 | $2.98M | 0.3% | -46.8% | 0.025% | |
2/12/2024 | Chesapeake Capital Corp IL | 69,583 | $6.86M | 5.0% | N/A | 0.058% | |
2/12/2024 | Cape Investment Advisory Inc. | 10,975 | $1.08M | 0.5% | -10.7% | 0.009% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 15,451 | $1.52M | 0.1% | +94.2% | 0.013% | |
2/9/2024 | Founders Financial Alliance LLC | 933 | $92K | 0.0% | -90.9% | 0.001% | |
2/9/2024 | H&H Retirement Design & Management INC | 18,484 | $1.82M | 1.1% | N/A | 0.015% | |
2/9/2024 | Advisory Services Network LLC | 8,040 | $0.79M | 0.0% | -72.5% | 0.007% | |
2/9/2024 | ProVise Management Group LLC | 145,778 | $14.37M | 1.2% | -6.7% | 0.122% | |
2/9/2024 | Orion Portfolio Solutions LLC | 153,191 | $15.08M | 0.2% | +7.3% | 0.128% | |
2/9/2024 | LWS Wealth Advisors Inc. | 188,959 | $18.63M | 7.0% | +7.0% | 0.158% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 184,274 | $18.17M | 0.1% | -43.2% | 0.154% | |
2/9/2024 | WBI Investments LLC | 6,570 | $0.65M | 0.1% | -15.8% | 0.005% | |
2/9/2024 | Tidemark LLC | 12,888 | $1.27M | 0.8% | N/A | 0.011% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,034 | $0.10M | 0.0% | -20.1% | 0.001% | |
2/9/2024 | TSA Wealth Managment LLC | 6,793 | $0.67M | 0.3% | N/A | 0.006% | |
2/9/2024 | Assetmark Inc. | 250 | $25K | 0.0% | -94.6% | 0.000% | |
2/9/2024 | CreativeOne Wealth LLC | 30,367 | $2.99M | 0.2% | +184.3% | 0.025% | |
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2/9/2024 | Corient Private Wealth LLC | 293,462 | $28.93M | 0.1% | -2.0% | 0.245% | |
2/9/2024 | Wells Fargo & Company MN | 606,496 | $59.79M | 0.0% | -32.0% | 0.506% | |
2/9/2024 | Coldstream Capital Management Inc. | 5,446 | $0.54M | 0.0% | -39.9% | 0.005% | |
2/9/2024 | UBS Group AG | 318,100 | $31.36M | 0.0% | -29.9% | 0.265% | |
2/9/2024 | PNC Financial Services Group Inc. | 237,599 | $23.43M | 0.0% | -11.3% | 0.198% | |
2/8/2024 | Financial Advocates Investment Management | 19,463 | $1.92M | 0.1% | -20.0% | 0.016% | |
2/8/2024 | Tortoise Investment Management LLC | 354,336 | $34.94M | 4.5% | +4.9% | 0.296% | |
2/8/2024 | Lee Financial Co | 28,615 | $2.82M | 0.5% | -45.2% | 0.024% | |
2/8/2024 | Private Wealth Management Group LLC | 9,383 | $0.93M | 0.5% | N/A | 0.008% | |
2/8/2024 | Kingsview Wealth Management LLC | 2,635 | $0.26M | 0.0% | -5.9% | 0.002% | |