3/15/2024 | Skyline Advisors Inc. | 2,284 | $0.70M | 0.3% | N/A | 0.014% | |
3/5/2024 | Fisher Asset Management LLC | 2,070 | $0.63M | 0.0% | +15.4% | 0.012% | |
3/1/2024 | Goldman Sachs Group Inc. | 11,072 | $3.37M | 0.0% | +37.4% | 0.066% | |
2/29/2024 | Scarborough Advisors LLC | 148 | $45K | 0.0% | N/A | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 3,052 | $0.93M | 0.0% | +10.3% | 0.018% | |
2/26/2024 | Centaurus Financial Inc. | 4,033 | $1.23M | 0.1% | +30.7% | 0.024% | |
|
2/22/2024 | Scarborough Advisors LLC | 192 | $58K | 0.0% | N/A | 0.001% | |
2/21/2024 | WNY Asset Management LLC | 5,472 | $1.67M | 0.3% | -29.3% | 0.032% | |
2/16/2024 | O Dell Group LLC | 270 | $82K | 0.0% | N/A | 0.002% | |
2/16/2024 | GSA Capital Partners LLP | 4,749 | $1.45M | 0.1% | -41.3% | 0.028% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 4,090 | $1.25M | 0.0% | -14.2% | 0.024% | |
2/15/2024 | Venture Visionary Partners LLC | 2,188 | $0.67M | 0.0% | -21.5% | 0.013% | |
2/15/2024 | Baker Avenue Asset Management LP | 4,574 | $1.39M | 0.1% | +1.8% | 0.027% | |
2/15/2024 | Atlas Capital Advisors LLC | 13,017 | $3.96M | 0.6% | +5.1% | 0.077% | |
2/15/2024 | Nwam LLC | 672 | $0.21M | 0.0% | -9.8% | 0.004% | |
2/15/2024 | Buckingham Strategic Partners LLC | 820 | $0.25M | 0.0% | -29.1% | 0.005% | |
2/15/2024 | Baird Financial Group Inc. | 1,620 | $0.49M | 0.0% | -2.7% | 0.010% | |
2/15/2024 | Bragg Financial Advisors Inc | 1,605 | $0.49M | 0.0% | -6.9% | 0.010% | |
2/15/2024 | Comerica Bank | 9,151 | $2.79M | 0.0% | -1.6% | 0.054% | |
2/14/2024 | Royal Bank of Canada | 84,356 | $25.69M | 0.0% | +12.1% | 0.500% | |
2/14/2024 | Kestra Advisory Services LLC | 6,477 | $1.97M | 0.0% | +4.9% | 0.038% | |
2/14/2024 | Creative Planning | 9,617 | $2.93M | 0.0% | -1.6% | 0.057% | |
2/14/2024 | BOKF NA | 9,385 | $2.86M | 0.1% | -0.8% | 0.056% | |
2/14/2024 | Visionary Wealth Advisors | 12,639 | $3.85M | 0.3% | -15.2% | 0.075% | |
2/14/2024 | Cresset Asset Management LLC | 4,982 | $1.52M | 0.0% | +8.7% | 0.030% | |
2/14/2024 | Woodward Diversified Capital LLC | 2,479 | $0.76M | 0.5% | -46.5% | 0.015% | |
2/14/2024 | Waterloo Capital L.P. | 1,306 | $0.40M | 0.1% | N/A | 0.008% | |
2/13/2024 | Angeles Wealth Management LLC | 126 | $38K | 0.0% | N/A | 0.001% | |
2/13/2024 | Envestnet Asset Management Inc. | 176,412 | $53.73M | 0.0% | -55.8% | 1.045% | |
2/13/2024 | Stephens Inc. AR | 4,579 | $1.40M | 0.0% | -1.6% | 0.027% | |
2/13/2024 | Northern Trust Corp | 5,668 | $1.73M | 0.0% | -14.5% | 0.034% | |
2/13/2024 | Cetera Advisor Networks LLC | 17,412 | $5.30M | 0.0% | -59.7% | 0.103% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,085 | $0.33M | 0.0% | -88.0% | 0.006% | |
2/13/2024 | Goldman Sachs Group Inc. | 11,072 | $3.37M | 0.0% | +37.4% | 0.066% | |
2/13/2024 | CIBC Private Wealth Group LLC | 680 | $0.21M | 0.0% | N/A | 0.004% | |
2/13/2024 | The Manufacturers Life Insurance Company | 2,661 | $0.81M | 0.0% | N/A | 0.016% | |
2/13/2024 | Jones Financial Companies Lllp | 1,317 | $0.40M | 0.0% | +5.2% | 0.008% | |
2/12/2024 | Tradition Wealth Management LLC | 2,362 | $0.72M | 0.1% | -18.8% | 0.014% | |
2/12/2024 | Condor Capital Management | 2,480 | $0.76M | 0.1% | -1.9% | 0.015% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 660 | $0.20M | 0.0% | N/A | 0.004% | |
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2/12/2024 | Olistico Wealth LLC | 4,880 | $1.49M | 1.2% | -9.4% | 0.029% | |
2/12/2024 | Focus Financial Network Inc. ADV | 994 | $0.30M | 0.0% | N/A | 0.006% | |
2/12/2024 | Stifel Financial Corp | 95,966 | $29.23M | 0.0% | +4.4% | 0.569% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 3,175 | $0.97M | 0.0% | -1.4% | 0.019% | |
2/12/2024 | Madden Advisory Services Inc. | 7,702 | $2.35M | 1.3% | -0.7% | 0.046% | |
2/12/2024 | Mitchell Sinkler & Starr PA | 120 | $37K | 0.0% | N/A | 0.001% | |
2/12/2024 | Cape Investment Advisory Inc. | 865 | $0.26M | 0.1% | -33.2% | 0.005% | |
2/9/2024 | Nomura Asset Management Co. Ltd. | 2,328 | $0.71M | 0.0% | -34.0% | 0.014% | |
2/9/2024 | Commerce Bank | 734 | $0.22M | 0.0% | N/A | 0.004% | |
2/9/2024 | US Bancorp DE | 2,995 | $0.91M | 0.0% | -13.3% | 0.018% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 32,683 | $9.95M | 0.0% | -9.7% | 0.194% | |
2/9/2024 | EverSource Wealth Advisors LLC | 131 | $40K | 0.0% | -59.9% | 0.001% | |
2/9/2024 | Berkeley Capital Partners LLC | 2,838 | $0.86M | 0.3% | +39.1% | 0.017% | |
2/9/2024 | Corient Private Wealth LLC | 21,422 | $6.53M | 0.0% | +5.1% | 0.127% | |
2/9/2024 | D.A. Davidson & CO. | 3,827 | $1.17M | 0.0% | -4.2% | 0.023% | |
2/9/2024 | Wells Fargo & Company MN | 311,968 | $95.01M | 0.0% | -13.9% | 1.848% | |
2/9/2024 | UBS Group AG | 432,491 | $131.72M | 0.0% | +2.4% | 2.562% | |
2/9/2024 | PNC Financial Services Group Inc. | 73,239 | $22.31M | 0.0% | -4.5% | 0.434% | |
2/8/2024 | Brown Advisory Inc. | 2,896 | $0.88M | 0.0% | +20.9% | 0.017% | |
2/8/2024 | Kingsview Wealth Management LLC | 881 | $0.27M | 0.0% | -12.1% | 0.005% | |
2/8/2024 | Haverford Trust Co | 5,046 | $1.54M | 0.0% | -2.1% | 0.030% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 3,061 | $0.93M | 0.1% | +20.4% | 0.018% | |
2/8/2024 | Beacon Pointe Advisors LLC | 905 | $0.28M | 0.0% | -5.2% | 0.005% | |
2/8/2024 | Exchange Capital Management Inc. | 23,830 | $7.26M | 1.3% | +5.5% | 0.141% | |
2/8/2024 | Apexium Financial LP | 6,546 | $1.99M | 0.1% | -3.5% | 0.039% | |
2/8/2024 | Eudaimonia Partners LLC | 775 | $0.24M | 0.1% | -20.5% | 0.005% | |
2/8/2024 | Janney Montgomery Scott LLC | 64,603 | $19.68M | 0.1% | -3.0% | 0.383% | |
2/8/2024 | Adaptive Financial Consulting LLC | 35,670 | $10.86M | 5.8% | -0.8% | 0.211% | |
2/8/2024 | Gables Capital Management Inc. | 209 | $64K | 0.0% | N/A | 0.001% | |
2/8/2024 | Sumitomo Mitsui Financial Group Inc. | 2,836 | $0.86M | 0.0% | +2.9% | 0.017% | |
2/8/2024 | RBA Wealth Management LLC | 2,837 | $0.86M | 0.4% | -4.4% | 0.017% | |
2/7/2024 | Avantax Advisory Services Inc. | 17,958 | $5.47M | 0.1% | -19.2% | 0.106% | |
2/7/2024 | Checchi Capital Advisers LLC | 1,309 | $0.40M | 0.0% | +9.9% | 0.008% | |
2/7/2024 | Gratus Capital LLC | 678 | $0.21M | 0.0% | N/A | 0.004% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 10,387 | $3.16M | 0.0% | -62.1% | 0.062% | |
2/7/2024 | QRG Capital Management Inc. | 1,468 | $0.45M | 0.0% | N/A | 0.009% | |
2/7/2024 | Johnson Investment Counsel Inc. | 3,994 | $1.22M | 0.0% | -3.3% | 0.024% | |
2/7/2024 | AGF Management Ltd. | 8,589 | $2.62M | 0.0% | -1.0% | 0.051% | |
2/7/2024 | Calton & Associates Inc. | 840 | $0.26M | 0.1% | N/A | 0.005% | |
2/7/2024 | Kovitz Investment Group Partners LLC | 1,440 | $0.44M | 0.0% | -5.0% | 0.009% | |
2/7/2024 | Principal Securities Inc. | 615 | $0.19M | 0.0% | N/A | 0.004% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 5,001 | $1.52M | 0.1% | +48.2% | 0.030% | |
2/7/2024 | Sanctuary Wealth Management L.L.C. | 10,015 | $3.05M | 3.0% | -3.6% | 0.059% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 1,856 | $0.57M | 0.0% | -14.9% | 0.011% | |
2/6/2024 | N.E.W. Advisory Services LLC | 10,208 | $3.11M | 0.4% | -8.9% | 0.060% | |
2/6/2024 | Lincoln National Corp | 1,357 | $0.41M | 0.0% | +17.8% | 0.008% | |
2/6/2024 | Idaho Trust Bank | 4,134 | $1.26M | 0.7% | -23.6% | 0.024% | |
2/6/2024 | Private Advisor Group LLC | 16,250 | $4.95M | 0.0% | -19.5% | 0.096% | |
2/6/2024 | Spire Wealth Management | 77,134 | $23M | 0.8% | +41.6% | 0.457% | |
2/6/2024 | Gallacher Capital Management LLC | 1,726 | $0.53M | 0.3% | -6.3% | 0.010% | |
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2/6/2024 | National Bank of Canada FI | 269 | $81K | 0.0% | -12.9% | 0.002% | |
2/6/2024 | Royal Fund Management LLC | 4,227 | $1.29M | 0.1% | +13.7% | 0.025% | |
2/6/2024 | Ifrah Financial Services Inc. | 1,415 | $0.43M | 0.1% | -6.3% | 0.008% | |
2/6/2024 | Blue Fin Capital Inc. | 672 | $0.21M | 0.1% | N/A | 0.004% | |
2/6/2024 | Axxcess Wealth Management LLC | 12,721 | $3.87M | 0.1% | +2.2% | 0.075% | |
2/6/2024 | One Charles Private Wealth Services LLC | 2,273 | $0.69M | 0.4% | +108.3% | 0.013% | |
2/6/2024 | Bellevue Asset Management LLC | 3,755 | $1.14M | 0.7% | -6.0% | 0.022% | |
2/6/2024 | M&T Bank Corp | 96,251 | $29.31M | 0.1% | -1.8% | 0.570% | |
2/6/2024 | Summit Global Investments | 18,060 | $5.50M | 0.4% | N/A | 0.107% | |
2/6/2024 | Fisher Asset Management LLC | 2,070 | $0.63M | 0.0% | +15.4% | 0.012% | |