3/10/2023 | Mather Group LLC. | 71,603 | $3.61M | 0.1% | +7.4% | 0.081% | |
3/10/2023 | Victory Capital Management Inc. | 366,999 | $18.50M | 0.0% | -1.9% | 0.416% | |
3/1/2023 | Regal Investment Advisors LLC | 46,633 | $2.35M | 0.2% | +907.0% | 0.053% | |
3/1/2023 | Panoramic Investment Advisors LLC | 46,355 | $2.34M | 2.4% | N/A | 0.052% | |
2/27/2023 | Cravens & Co Advisors LLC | 134,237 | $6.77M | 6.3% | N/A | 0.152% | |
2/17/2023 | Truist Financial Corp | 1,141,234 | $57.53M | 0.1% | -1.7% | 1.304% | |
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2/17/2023 | Ascent Group LLC | 56,249 | $2.84M | 0.3% | +21.0% | 0.064% | |
2/17/2023 | St. Louis Financial Planners Asset Management LLC | 33,828 | $1.71M | 1.7% | N/A | 0.039% | |
2/16/2023 | GSB Wealth Management LLC | 66,421 | $3.35M | 1.2% | +175.7% | 0.076% | |
2/16/2023 | RFG Advisory LLC | 18,700 | $0.94M | 0.0% | +295.3% | 0.021% | |
2/16/2023 | United Capital Financial Advisers LLC | 21,315 | $1.07M | 0.0% | N/A | 0.024% | |
2/16/2023 | Harbour Investments Inc. | 793 | $40K | 0.0% | N/A | 0.001% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 174,070 | $8.78M | 0.1% | +1.9% | 0.199% | |
2/15/2023 | Landaas & Co. WI ADV | 339,503 | $17.11M | 9.4% | +43.0% | 0.388% | |
2/15/2023 | WJ Wealth Management LLC | 243,867 | $12.29M | 7.1% | +81.5% | 0.279% | |
2/15/2023 | Captrust Financial Advisors | 5,802 | $0.29M | 0.0% | N/A | 0.007% | |
2/15/2023 | Jane Street Group LLC | 244,049 | $12.30M | 0.0% | +321.2% | 0.279% | |
2/15/2023 | Claraphi Advisory Network LLC | 64,262 | $3.24M | 1.3% | +65.8% | 0.073% | |
2/15/2023 | Main Management LLC | 36,043 | $1.82M | 0.2% | +90.8% | 0.041% | |
2/15/2023 | Magnolia Capital Advisors LLC | 213,337 | $10.75M | 7.1% | -0.5% | 0.244% | |
2/15/2023 | Morgan Stanley | 3,293,639 | $166.03M | 0.0% | +26.9% | 3.764% | |
2/15/2023 | Mariner LLC | 428,921 | $21.62M | 0.1% | +59.2% | 0.490% | |
2/15/2023 | Equitable Holdings Inc. | 182,724 | $9.21M | 0.2% | +247.2% | 0.209% | |
2/15/2023 | American Planning Services Inc. | 190,708 | $9.61M | 9.6% | +112,745.0% | 0.218% | |
2/15/2023 | ICA Group Wealth Management LLC | 1,312 | $66K | 0.0% | N/A | 0.001% | |
2/14/2023 | Cetera Advisor Networks LLC | 319,754 | $16.12M | 0.1% | N/A | 0.365% | |
2/14/2023 | Cetera Investment Advisers | 296,777 | $14.96M | 0.1% | +728.1% | 0.339% | |
2/14/2023 | Cetera Advisors LLC | 66,534 | $3.35M | 0.1% | +11.4% | 0.076% | |
2/14/2023 | Penserra Capital Management LLC | 3,020 | $0.15M | 0.0% | N/A | 0.003% | |
2/14/2023 | Townsquare Capital LLC | 17,660 | $0.89M | 0.0% | N/A | 0.020% | |
2/13/2023 | Pathstone Family Office LLC | 28,504 | $1.44M | 0.0% | N/A | 0.033% | |
2/13/2023 | GeoWealth Management LLC | 71,487 | $3.60M | 0.4% | -39.0% | 0.082% | |
2/13/2023 | Steward Financial Group LLC | 540,868 | $27.27M | 13.6% | +175.7% | 0.618% | |
2/13/2023 | Rinkey Investments | 617,475 | $31.13M | 18.6% | +127.1% | 0.706% | |
2/13/2023 | Core Wealth Partners LLC | 72,742 | $3.68M | 4.1% | N/A | 0.083% | |
2/13/2023 | Clarity Financial LLC | 947,398 | $47.76M | 9.2% | +23.9% | 1.083% | |
2/13/2023 | Integrated Wealth Concepts LLC | 37,816 | $1.91M | 0.1% | +496.7% | 0.043% | |
2/13/2023 | Wells Fargo & Company MN | 1,551 | $78K | 0.0% | -31.1% | 0.002% | |
2/13/2023 | Renaissance Technologies LLC | 581,000 | $29.29M | 0.0% | +25.0% | 0.664% | |
2/13/2023 | Blue Edge Capital LLC | 94,633 | $4.77M | 1.1% | -4.9% | 0.108% | |
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2/13/2023 | Atria Wealth Solutions Inc. | 80,556 | $4.06M | 0.1% | +6.4% | 0.092% | |
2/13/2023 | DB Wealth Management Group LLC | 5,357 | $0.27M | 0.2% | +26.3% | 0.006% | |
2/13/2023 | Wintrust Investments LLC | 8,158 | $0.41M | 0.1% | N/A | 0.009% | |
2/13/2023 | Destination Wealth Management | 19,631 | $0.99M | 0.0% | N/A | 0.022% | |
2/13/2023 | Divergent Wealth Advisors | 18,117 | $0.91M | 0.2% | N/A | 0.021% | |
2/10/2023 | Bank of America Corp DE | 10,274,472 | $517.94M | 0.1% | +44.9% | 11.742% | |
2/10/2023 | Creative Planning | 24,472 | $1.23M | 0.0% | +60.9% | 0.028% | |
2/10/2023 | Wealthquest Corp | 717,847 | $36.19M | 4.7% | +19.0% | 0.820% | |
2/10/2023 | Ameritas Advisory Services LLC | 112,630 | $5.68M | 0.3% | +9.1% | 0.129% | |
2/10/2023 | Fairview Capital Investment Management LLC | 46,200 | $2.33M | 0.2% | N/A | 0.053% | |
2/10/2023 | Victory Capital Management Inc. | 366,999 | $18.50M | 0.0% | -1.9% | 0.419% | |
2/10/2023 | HRT Financial LP | 33,375 | $1.68M | 0.0% | N/A | 0.038% | |
2/10/2023 | Advisor Group Holdings Inc. | 1,092,334 | $55.07M | 0.1% | -48.2% | 1.248% | |
2/10/2023 | SVB Wealth LLC | 136,998 | $6.91M | 0.1% | +102.4% | 0.157% | |
2/10/2023 | PNC Financial Services Group Inc. | 69,554 | $3.51M | 0.0% | -1.4% | 0.079% | |
2/10/2023 | Fortune 45 LLC | 91,820 | $4.63M | 5.1% | +2.2% | 0.105% | |
2/9/2023 | Affinity Wealth Management LLC | 359,215 | $18.11M | 4.3% | N/A | 0.411% | |
2/9/2023 | Manchester Capital Management LLC | 529 | $27K | 0.0% | N/A | 0.001% | |
2/9/2023 | JRM Investment Counsel LLC | 34,166 | $1.72M | 0.7% | -68.1% | 0.039% | |
2/9/2023 | Victory Capital Management Inc. | 399,692 | $20.21M | 0.0% | +6.8% | 0.457% | |
2/9/2023 | Sowell Financial Services LLC | 56,143 | $2.83M | 0.2% | +113.0% | 0.064% | |
2/9/2023 | Trilogy Capital Inc. | 13,555 | $0.68M | 0.0% | N/A | 0.015% | |
2/9/2023 | HighTower Advisors LLC | 36,002 | $1.82M | 0.0% | +169.9% | 0.041% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 75,895 | $3.83M | 0.0% | N/A | 0.087% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 954,295 | $48.11M | 0.1% | +18.2% | 1.091% | |
2/8/2023 | Raymond James & Associates | 1,137,669 | $57.35M | 0.1% | +3.9% | 1.300% | |
2/8/2023 | Belpointe Asset Management LLC | 5,089 | $0.26M | 0.0% | +16.0% | 0.006% | |
2/8/2023 | UBS Group AG | 2,813,907 | $141.85M | 0.1% | +27.5% | 3.216% | |
2/8/2023 | Capital Analysts LLC | 1,056 | $53K | 0.0% | N/A | 0.001% | |
2/8/2023 | Orion Portfolio Solutions LLC | 119,206 | $6.01M | 0.2% | +13.5% | 0.136% | |
2/8/2023 | Prospera Financial Services Inc | 100,661 | $5.07M | 0.3% | N/A | 0.115% | |
2/8/2023 | Founders Financial Securities LLC | 50,377 | $2.54M | 0.4% | +69.7% | 0.058% | |
2/8/2023 | Madison Asset Management LLC | 1,841,805 | $92.85M | 1.5% | +36.0% | 2.105% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 1,081,851 | $54.54M | 0.3% | +45.5% | 1.236% | |
2/8/2023 | Oppenheimer & Co. Inc. | 163,724 | $8.25M | 0.2% | +250.7% | 0.187% | |
2/8/2023 | KCS Wealth Advisory | 5,606 | $0.28M | 0.1% | -25.3% | 0.006% | |
2/7/2023 | Retirement Capital Strategies | 134,863 | $6.80M | 3.3% | +9.7% | 0.154% | |
2/7/2023 | Connectus Wealth LLC | 220,477 | $11.13M | 0.3% | N/A | 0.252% | |
2/7/2023 | TrinityPoint Wealth LLC | 29,943 | $1.51M | 0.3% | -1.0% | 0.034% | |
2/7/2023 | Commonwealth Equity Services LLC | 500,700 | $25.24M | 0.1% | +1.4% | 0.572% | |
2/7/2023 | Fortress Wealth Group LLC | 183,651 | $9.26M | 6.5% | +259.2% | 0.210% | |
2/7/2023 | Boston Family Office LLC | 45,086 | $2.27M | 0.2% | -6.9% | 0.052% | |
2/7/2023 | Laurel Wealth Advisors LLC | 302,475 | $15.25M | 3.4% | +11.9% | 0.346% | |
2/7/2023 | LPL Financial LLC | 4,988,750 | $251.48M | 0.2% | +18.7% | 5.701% | |
2/7/2023 | Envestnet Asset Management Inc. | 2,307,209 | $116.31M | 0.1% | +7.3% | 2.637% | |
2/7/2023 | Financial Architects Inc | 48,200 | $2.43M | 0.4% | N/A | 0.055% | |
2/6/2023 | Vertex Planning Partners LLC | 84,636 | $4.27M | 1.7% | N/A | 0.097% | |
2/6/2023 | One Charles Private Wealth Services LLC | 24,770 | $1.25M | 0.8% | -12.2% | 0.028% | |
2/6/2023 | Brinker Capital Investments LLC | 7,442 | $0.38M | 0.0% | N/A | 0.009% | |
2/6/2023 | Milestone Asset Management LLC | 7,302 | $0.37M | 0.2% | N/A | 0.008% | |
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2/6/2023 | Ifrah Financial Services Inc. | 401,093 | $20.22M | 6.6% | +8.7% | 0.458% | |
2/6/2023 | Investors Research Corp | 3,356 | $0.17M | 0.0% | +11.3% | 0.004% | |
2/6/2023 | HM Payson & Co. | 60,000 | $3.03M | 0.1% | N/A | 0.069% | |
2/3/2023 | Total Clarity Wealth Management Inc. | 37,181 | $1.87M | 1.0% | +186.7% | 0.042% | |
2/3/2023 | Pinnacle Financial Partners Inc. | 4,804 | $0.24M | 0.0% | -49.1% | 0.005% | |
2/3/2023 | Spire Wealth Management | 2,686 | $0.14M | 0.0% | -65.0% | 0.003% | |
2/2/2023 | BTS Asset Management Inc. | 10,661 | $0.54M | 0.2% | +12.2% | 0.012% | |
2/2/2023 | Silver Oak Securities Incorporated | 134,187 | $6.76M | 1.3% | -15.2% | 0.153% | |
2/2/2023 | Legacy Wealth Asset Management LLC | 65,422 | $3.30M | 1.3% | N/A | 0.075% | |
2/2/2023 | Disciplined Investments LLC | 106,660 | $5.38M | 2.6% | +42.2% | 0.122% | |