3/15/2024 | B. Riley Wealth Advisors Inc. | 38,503 | $8.96M | 0.2% | -2.6% | 0.016% | |
3/14/2024 | Walden Wealth Partners LLC | 1,741 | $0.41M | 0.3% | N/A | 0.001% | |
3/14/2024 | Leo Wealth LLC | 851 | $0.21M | 0.0% | N/A | 0.000% | |
3/14/2024 | Muirfield Wealth Advisors LLC | 2,962 | $0.69M | 0.7% | N/A | 0.001% | |
3/13/2024 | MONECO Advisors LLC | 23,508 | $5.47M | 1.0% | +342.4% | 0.009% | |
3/12/2024 | Spartan Planning & Wealth Management | 120 | $28K | 0.0% | -26.4% | 0.000% | |
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3/12/2024 | Cove Private Wealth LLC | 2,303 | $0.54M | 0.5% | N/A | 0.001% | |
3/11/2024 | Vanguard Group Inc. | 26,290 | $6.12M | 0.0% | +30.2% | 0.011% | |
3/8/2024 | SWP Financial LLC | 39,763 | $9.25M | 7.2% | N/A | 0.016% | |
3/8/2024 | Trust Co. of Vermont | 5,265 | $1.23M | 0.1% | +4.4% | 0.002% | |
3/7/2024 | Objective Capital Management LLC | 11,357 | $2.64M | 2.0% | +1.4% | 0.005% | |
3/6/2024 | SageView Advisory Group LLC | 7,727 | $1.80M | 0.1% | +15.9% | 0.003% | |
3/5/2024 | Fisher Asset Management LLC | 3,387 | $0.79M | 0.0% | +1.5% | 0.001% | |
3/4/2024 | Richardson Financial Services Inc. | 499 | $0.12M | 0.1% | N/A | 0.000% | |
3/4/2024 | Northwest Bank & Trust Co | 1,511 | $0.35M | 0.3% | N/A | 0.001% | |
3/1/2024 | Transcendent Capital Group LLC | 11,307 | $2.63M | 1.8% | N/A | 0.005% | |
3/1/2024 | ARK & TLK Investments LLC | 5,870 | $1.37M | 0.4% | N/A | 0.002% | |
3/1/2024 | Goldman Sachs Group Inc. | 746,351 | $173.63M | 0.0% | -0.4% | 0.301% | |
2/29/2024 | Scarborough Advisors LLC | 504 | $0.12M | 0.0% | N/A | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 352 | $82K | 0.0% | +133.1% | 0.000% | |
2/29/2024 | Acima Private Wealth LLC | 1,028 | $0.24M | 0.1% | +26.1% | 0.000% | |
2/28/2024 | EP Wealth Advisors LLC | 20,414 | $4.75M | 0.1% | -0.6% | 0.008% | |
2/26/2024 | Centaurus Financial Inc. | 12,287 | $2.86M | 0.2% | +1.2% | 0.005% | |
2/26/2024 | Integrated Advisors Network LLC | 26,254 | $6.11M | 0.3% | -1.4% | 0.011% | |
2/23/2024 | Regal Wealth Group Inc. | 27,389 | $6.24M | 3.8% | +4.3% | 0.011% | |
2/23/2024 | Arkansas Financial Group Inc. | 169,220 | $39.37M | 7.3% | +0.3% | 0.068% | |
2/23/2024 | Chicago Partners Investment Group LLC | 290,002 | $66.38M | 3.1% | +9.9% | 0.117% | |
2/23/2024 | Beacon Financial Group | 5,699 | $1.33M | 0.2% | +28.5% | 0.002% | |
2/21/2024 | WNY Asset Management LLC | 37,303 | $8.68M | 1.5% | +0.8% | 0.015% | |
2/21/2024 | Garde Capital Inc. | 3,698 | $0.86M | 0.1% | +267.2% | 0.001% | |
2/21/2024 | American Trust | 297,472 | $69.20M | 5.1% | +3.8% | 0.120% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 2,365 | $0.55M | 0.4% | N/A | 0.001% | |
2/20/2024 | Clarity Capital Partners LLC | 1,269 | $0.30M | 0.2% | N/A | 0.001% | |
2/20/2024 | Pacific Center for Financial Services | 17,989 | $4.19M | 1.3% | -1.1% | 0.007% | |
2/20/2024 | Voisard Asset Management Group Inc. | 5,173 | $1.20M | 0.7% | N/A | 0.002% | |
2/17/2024 | Madison Wealth Partners Inc | 922 | $0.21M | 0.1% | N/A | 0.000% | |
2/16/2024 | Wesbanco Bank Inc. | 82,252 | $19.14M | 1.1% | +1.6% | 0.033% | |
2/16/2024 | Hobbs Group Advisors LLC | 3,763 | $0.88M | 0.4% | N/A | 0.002% | |
2/16/2024 | SageView Advisory Group LLC | 7,727 | $1.80M | 0.1% | +15.9% | 0.003% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 2,726 | $0.63M | 0.0% | N/A | 0.001% | |
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2/16/2024 | Harbour Investments Inc. | 16,873 | $3.93M | 0.2% | -4.8% | 0.007% | |
2/16/2024 | Security National Bank of SO Dak | 1,391 | $0.32M | 0.2% | -40.1% | 0.001% | |
2/16/2024 | Wealthquest Corp | 105,488 | $24.54M | 2.7% | +3.4% | 0.043% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 9,081 | $2.11M | 1.4% | -6.3% | 0.004% | |
2/15/2024 | Arkos Global Advisors | 45,196 | $10.51M | 1.9% | -2.0% | 0.018% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 376,446 | $87.58M | 0.3% | +18.6% | 0.152% | |
2/15/2024 | Mango Five Family Inc. | 535 | $0.12M | 0.0% | N/A | 0.000% | |
2/15/2024 | Venture Visionary Partners LLC | 184,432 | $42.91M | 2.3% | +5.4% | 0.074% | |
2/15/2024 | Townsquare Capital LLC | 2,667 | $0.62M | 0.0% | -79.2% | 0.001% | |
2/15/2024 | Swmg LLC | 4,132 | $0.96M | 0.5% | -4.1% | 0.002% | |
2/15/2024 | Ruggaard & Associates LLC | 48,693 | $11.33M | 6.0% | +6.7% | 0.020% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 477,350 | $111.05M | 2.2% | +6.4% | 0.192% | |
2/15/2024 | Coyle Financial Counsel LLC | 923 | $0.22M | 0.1% | -21.2% | 0.000% | |
2/15/2024 | Atlas Capital Advisors LLC | 5,833 | $1.36M | 0.2% | -21.0% | 0.002% | |
2/15/2024 | Vanguard Group Inc. | 19,240 | $4.48M | 0.0% | -4.7% | 0.008% | |
2/15/2024 | Voya Financial Advisors Inc. | 1,581 | $0.37M | 0.0% | -14.3% | 0.001% | |
2/15/2024 | Websterrogers Financial Advisors LLC | 1,089 | $0.25M | 0.1% | -89.8% | 0.000% | |
2/15/2024 | Wimmer Associates 1 LLC | 1,502 | $0.35M | 0.2% | +3.1% | 0.001% | |
2/15/2024 | Weitzel Financial Services Inc. | 1,119 | $0.26M | 0.1% | -9.5% | 0.000% | |
2/15/2024 | Modera Wealth Management LLC | 10,674 | $2.48M | 0.0% | +6.7% | 0.004% | |
2/15/2024 | Modern Wealth Management LLC | 2,087 | $0.49M | 0.1% | N/A | 0.001% | |
2/15/2024 | Nwam LLC | 23,983 | $5.58M | 0.4% | +727.3% | 0.010% | |
2/15/2024 | Oxford Financial Group LTD. LLC | 3,517 | $0.82M | 0.1% | +6.5% | 0.001% | |
2/15/2024 | Penn Capital Management Company LLC | 2,570 | $0.60M | 0.1% | +59.3% | 0.001% | |
2/15/2024 | Financial Planning & Information Services Inc. | 19,748 | $4.59M | 0.7% | -2.5% | 0.008% | |
2/15/2024 | First County Bank CT | 3,372 | $0.78M | 0.4% | -28.3% | 0.001% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 13,646 | $3.18M | 0.5% | +7.9% | 0.005% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 5,222 | $1.22M | 0.5% | -1.3% | 0.002% | |
2/15/2024 | Greytown Advisors Inc. | 42,117 | $9.80M | 5.2% | -9.5% | 0.017% | |
2/15/2024 | Bradley Foster & Sargent Inc. CT | 32,852 | $7.64M | 0.1% | -4.0% | 0.013% | |
2/15/2024 | Buckingham Strategic Partners LLC | 20,066 | $4.67M | 0.2% | -9.3% | 0.008% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 34,165 | $7.95M | 0.1% | -6.1% | 0.014% | |
2/15/2024 | Baird Financial Group Inc. | 498,025 | $115.86M | 0.3% | +28.1% | 0.201% | |
2/15/2024 | Bragg Financial Advisors Inc | 7,694 | $1.79M | 0.1% | -3.0% | 0.003% | |
2/15/2024 | Comerica Bank | 200,524 | $46.65M | 0.2% | +6.1% | 0.081% | |
2/14/2024 | Royal Bank of Canada | 1,466,609 | $341.19M | 0.1% | +3.6% | 0.591% | |
2/14/2024 | Midland Wealth Advisors LLC | 6,189 | $1.44M | 0.1% | N/A | 0.002% | |
2/14/2024 | Continuum Advisory LLC | 24,061 | $5.60M | 0.8% | -2.4% | 0.010% | |
2/14/2024 | Pathstone Holdings LLC | 573,324 | $132.88M | 0.7% | N/A | 0.231% | |
2/14/2024 | Gibson Capital LLC | 8,274 | $1.93M | 0.5% | -5.0% | 0.003% | |
2/14/2024 | First Long Island Investors LLC | 890 | $0.21M | 0.0% | N/A | 0.000% | |
2/14/2024 | Waverly Advisors LLC | 26,114 | $6.08M | 0.2% | +0.2% | 0.011% | |
2/14/2024 | Kestra Advisory Services LLC | 208,514 | $48.51M | 0.4% | +46.7% | 0.084% | |
2/14/2024 | Vivaldi Capital Management LP | 9,494 | $2.19M | 0.7% | -3.3% | 0.004% | |
2/14/2024 | Creative Planning | 8,338,944 | $1.94B | 2.9% | +0.7% | 3.360% | |
2/14/2024 | Washington Trust Bank | 1,693 | $0.39M | 0.0% | -5.8% | 0.001% | |
2/14/2024 | RMB Capital Management LLC | 33,403 | $7.77M | 0.2% | -11.6% | 0.013% | |
2/14/2024 | Jacobi Capital Management LLC | 2,133 | $0.50M | 0.1% | +24.7% | 0.001% | |
2/14/2024 | BOKF NA | 66,632 | $15.50M | 0.3% | +17.2% | 0.027% | |
2/14/2024 | Vista Investment Management | 6,034 | $1.40M | 0.7% | -1.4% | 0.002% | |
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2/14/2024 | Hancock Whitney Corp | 3,715 | $0.86M | 0.0% | +55.0% | 0.001% | |
2/14/2024 | Tcwp LLC | 2,204 | $0.51M | 1.4% | N/A | 0.001% | |
2/14/2024 | MGO One Seven LLC | 22,789 | $5.30M | 0.3% | +57.7% | 0.009% | |
2/14/2024 | Visionary Wealth Advisors | 28,698 | $6.68M | 0.5% | +0.8% | 0.012% | |
2/14/2024 | Enzi Wealth | 893 | $0.21M | 0.1% | -65.7% | 0.000% | |
2/14/2024 | Bennett Associates Wealth Management | 41,055 | $9.55M | 9.3% | N/A | 0.017% | |
2/14/2024 | Cresset Asset Management LLC | 505,407 | $117.58M | 0.7% | +28.0% | 0.204% | |
2/14/2024 | Cabana LLC | 5,110 | $1.19M | 5.4% | N/A | 0.002% | |
2/14/2024 | Regal Investment Advisors LLC | 15,021 | $3.50M | 0.3% | +2.7% | 0.006% | |
2/14/2024 | XML Financial LLC | 25,673 | $5.97M | 0.6% | +2.3% | 0.010% | |