6/5/2023 | Invictus Private Wealth LLC | 304,684 | $64.26M | 7.6% | +2.4% | 0.124% | |
6/5/2023 | EP Wealth Advisors LLC | 34,927 | $2.90M | 0.0% | N/A | 0.014% | |
6/5/2023 | Level Four Advisory Services LLC | 3,661 | $0.77M | 0.1% | +16.4% | 0.001% | |
6/1/2023 | Searle & CO. | 1,000 | $0.21M | 0.1% | N/A | 0.000% | |
5/31/2023 | FC Advisory LLC | 1,096 | $0.23M | 0.1% | +10.9% | 0.000% | |
5/25/2023 | Empower Advisory Group LLC | 92,141 | $19.40M | 0.1% | N/A | 0.038% | |
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5/24/2023 | Old North State Trust LLC | 3,156 | $0.67M | 0.5% | +24.4% | 0.001% | |
5/23/2023 | Old North State Trust LLC | 7,171 | $0.67M | 0.5% | +182.8% | 0.003% | |
5/23/2023 | Toroso Investments LLC | 27,150 | $5.73M | 0.2% | +29.4% | 0.011% | |
5/22/2023 | Raleigh Capital Management Inc. | 315 | $67K | 0.0% | N/A | 0.000% | |
5/22/2023 | Whelan Financial | 49,412 | $10.42M | 5.8% | +9.0% | 0.020% | |
5/22/2023 | Arete Wealth Advisors LLC | 12,438 | $2.62M | 0.2% | N/A | 0.005% | |
5/22/2023 | Ameriprise Financial Inc. | 3,292,337 | $693.88M | 0.2% | +1.6% | 1.340% | |
5/22/2023 | American Trust | 291,329 | $61.45M | 4.3% | +74.8% | 0.119% | |
5/19/2023 | AMI Investment Management Inc. | 4,400 | $0.93M | 0.4% | +9.5% | 0.002% | |
5/18/2023 | Axiom Financial Strategies LLC | 127,024 | $26.79M | 14.9% | +1.5% | 0.052% | |
5/18/2023 | Guardian Wealth Advisors LLC | 4,443 | $0.94M | 0.3% | -1.3% | 0.002% | |
5/18/2023 | GSB Wealth Management LLC | 1,882 | $0.40M | 0.1% | +4.4% | 0.001% | |
5/18/2023 | Courier Capital LLC | 4,260 | $0.90M | 0.1% | +10.2% | 0.002% | |
5/18/2023 | Titleist Asset Management LLC | 3,816 | $0.80M | 0.2% | N/A | 0.002% | |
5/18/2023 | Border to Coast Pensions Partnership Ltd | 1,037,087 | $218.74M | 5.9% | +25.2% | 0.422% | |
5/18/2023 | JPMorgan Chase & Co. | 2,120,409 | $447.24M | 0.1% | -43.7% | 0.863% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 37,241 | $7.86M | 0.2% | +4.5% | 0.015% | |
5/17/2023 | Westside Investment Management Inc. | 851 | $0.18M | 0.1% | +6.2% | 0.000% | |
5/17/2023 | Advisory Services Network LLC | 43,338 | $9.14M | 0.3% | +16.1% | 0.018% | |
5/17/2023 | Rockefeller Capital Management L.P. | 260,962 | $55.04M | 0.2% | +1.9% | 0.106% | |
5/17/2023 | Providence Capital Advisors LLC | 58,003 | $0.28M | 0.0% | +20,992.0% | 0.024% | |
5/17/2023 | Headinvest LLC | 32,995 | $6.96M | 1.5% | -2.3% | 0.013% | |
5/17/2023 | Sunbelt Securities Inc. | 242 | $50K | 0.0% | N/A | 0.000% | |
5/17/2023 | Thrivent Financial for Lutherans | 167,241 | $35.02M | 0.1% | -18.2% | 0.068% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 208,187 | $43.91M | 0.2% | +17.1% | 0.085% | |
5/16/2023 | Pacific Center for Financial Services | 19,255 | $4.06M | 1.4% | N/A | 0.008% | |
5/16/2023 | Anson Capital Inc. | 15,726 | $3.32M | 5.4% | -44.5% | 0.006% | |
5/16/2023 | National Wealth Management Group LLC | 1,843 | $0.38M | 0.4% | N/A | 0.001% | |
5/16/2023 | Carolinas Wealth Consulting LLC | 2,450 | $0.52M | 0.1% | -8.1% | 0.001% | |
5/16/2023 | Ancora Advisors LLC | 41,404 | $8.73M | 0.2% | -1.2% | 0.017% | |
5/16/2023 | Roof Eidam & Maycock ADV | 47,577 | $10.04M | 3.7% | +0.5% | 0.019% | |
5/16/2023 | Wick Capital Partners LLC | 1,030 | $0.22M | 0.1% | N/A | 0.000% | |
5/16/2023 | Vertex Planning Partners LLC | 1,560 | $0.33M | 0.1% | +26.3% | 0.001% | |
5/16/2023 | Hancock Whitney Corp | 2,416 | $0.51M | 0.0% | +2.8% | 0.001% | |
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5/16/2023 | Kayne Anderson Rudnick Investment Management LLC | 804 | $0.17M | 0.0% | +83.1% | 0.000% | |
5/16/2023 | PCA Investment Advisory Services Inc. | 10,009 | $2.11M | 1.5% | N/A | 0.004% | |
5/16/2023 | Milestone Investment Advisors LLC | 2,505 | $0.53M | 0.2% | +18.6% | 0.001% | |
5/16/2023 | Wimmer Associates 1 LLC | 1,467 | $0.30M | 0.2% | -3.3% | 0.001% | |
5/16/2023 | SRS Capital Advisors Inc. | 100,358 | $21.17M | 2.8% | +2.6% | 0.041% | |
5/16/2023 | Atlas Capital Advisors LLC | 6,497 | $1.37M | 0.2% | -9.3% | 0.003% | |
5/16/2023 | Colony Group LLC | 19,247 | $4.06M | 0.1% | -33.8% | 0.008% | |
5/16/2023 | Investmark Advisory Group LLC | 1,807 | $0.38M | 0.3% | -52.6% | 0.001% | |
5/16/2023 | Sentinus LLC | 10,175 | $2.15M | 0.7% | N/A | 0.004% | |
5/16/2023 | Apollon Wealth Management LLC | 8,245 | $1.74M | 0.1% | -22.0% | 0.003% | |
5/16/2023 | Jane Street Group LLC | 4,392 | $0.93M | 0.0% | -86.8% | 0.002% | |
5/16/2023 | Spotlight Asset Group Inc. | 7,674 | $1.49M | 1.5% | N/A | 0.003% | |
5/16/2023 | Penn Capital Management Company LLC | 4,018 | $0.85M | 0.0% | N/A | 0.002% | |
5/16/2023 | Ruggaard & Associates LLC | 44,912 | $9.47M | 5.8% | N/A | 0.018% | |
5/16/2023 | Segall Bryant & Hamill LLC | 2,329 | $0.49M | 0.0% | -6.3% | 0.001% | |
5/16/2023 | Stock Yards Bank & Trust Co. | 14,677 | $3.10M | 0.1% | -2.0% | 0.006% | |
5/16/2023 | Snowden Capital Advisors LLC | 9,211 | $1.94M | 0.1% | -3.3% | 0.004% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 37,670 | $7.95M | 0.1% | +3.3% | 0.015% | |
5/16/2023 | Strategic Investment Solutions Inc. IL | 179 | $38K | 0.0% | N/A | 0.000% | |
5/16/2023 | First Manhattan CO. LLC. | 4,447 | $0.94M | 0.0% | -15.0% | 0.002% | |
5/16/2023 | First Horizon Advisors Inc. | 71,806 | $15.15M | 0.5% | -13.7% | 0.029% | |
5/16/2023 | First Western Trust Bank | 2,067 | $0.44M | 0.0% | +36.6% | 0.001% | |
5/16/2023 | Fortis Capital Advisors LLC | 2,612 | $0.55M | 0.3% | -3.0% | 0.001% | |
5/16/2023 | GSB Wealth Management LLC | 1,882 | $0.40M | 0.1% | +4.4% | 0.001% | |
5/16/2023 | Grant Street Asset Management Inc. | 11,424 | $2.41M | 1.0% | +16.6% | 0.005% | |
5/16/2023 | Graves Light Lenhart Wealth Inc. | 8,780 | $1.85M | 0.3% | +7.2% | 0.004% | |
5/16/2023 | Greenline Partners LLC | 5,042 | $1.06M | 0.2% | +83.3% | 0.002% | |
5/16/2023 | Harbour Investments Inc. | 16,233 | $3.42M | 0.2% | -6.2% | 0.007% | |
5/16/2023 | HBK Sorce Advisory LLC | 7,262 | $2.31M | 0.0% | -5.5% | 0.003% | |
5/16/2023 | Howe & Rusling Inc. | 30,616 | $6.46M | 0.8% | +4.2% | 0.012% | |
5/16/2023 | Becker Capital Management Inc. | 1,179 | $0.25M | 0.0% | N/A | 0.000% | |
5/16/2023 | Belpointe Asset Management LLC | 12,573 | $2.65M | 0.1% | +7.8% | 0.005% | |
5/16/2023 | Betterment LLC | 1,765 | $0.37M | 0.0% | +6.7% | 0.001% | |
5/16/2023 | Blue Investment Partners LLC | 8,726 | $1.84M | 1.9% | +30.2% | 0.004% | |
5/15/2023 | Lido Advisors LLC | 42,558 | $8.98M | 0.1% | +386.8% | 0.017% | |
5/15/2023 | Moneta Group Investment Advisors LLC | 398,290 | $84.01M | 2.0% | +41.7% | 0.162% | |
5/15/2023 | Family Legacy Inc. | 17,897 | $3.78M | 1.6% | +1.6% | 0.007% | |
5/15/2023 | Johnson Investment Counsel Inc. | 24,975 | $5.27M | 0.1% | -1.5% | 0.010% | |
5/15/2023 | Certified Advisory Corp | 10,292 | $2.17M | 0.4% | -5.8% | 0.004% | |
5/15/2023 | Fiduciary Trust Co. | 19,650 | $4.15M | 0.1% | -21.3% | 0.008% | |
5/15/2023 | Goodwin Investment Advisory | 665 | $0.14M | 0.1% | +183.0% | 0.000% | |
5/15/2023 | Cornerstone Wealth Management LLC | 9,015 | $1.90M | 0.2% | N/A | 0.004% | |
5/15/2023 | Ambassador Advisors LLC | 631 | $0.13M | 0.0% | -68.1% | 0.000% | |
5/15/2023 | IHT Wealth Management LLC | 12,514 | $2.64M | 0.2% | -3.0% | 0.005% | |
5/15/2023 | Mill Creek Capital Advisors LLC | 42,062 | $8.87M | 0.3% | N/A | 0.017% | |
5/15/2023 | Pensionmark Financial Group LLC | 4,537 | $0.96M | 0.2% | +60.6% | 0.002% | |
5/15/2023 | Peapack Gladstone Financial Corp | 206,391 | $43.54M | 0.8% | -4.9% | 0.084% | |
5/15/2023 | DF Dent & Co. Inc. | 2,533 | $0.53M | 0.0% | -11.0% | 0.001% | |
5/15/2023 | Frank Rimerman Advisors LLC | 8,890 | $1.88M | 0.5% | N/A | 0.004% | |
5/15/2023 | Bridgewealth Advisory Group LLC | 3,415 | $0.72M | 1.3% | -2.2% | 0.001% | |
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5/15/2023 | PGIM Custom Harvest LLC | 1,407 | $0.30M | 0.0% | -29.7% | 0.001% | |
5/15/2023 | Shorepoint Capital Partners LLC | 19,199 | $4.05M | 1.2% | -0.9% | 0.008% | |
5/15/2023 | Nations Financial Group Inc. IA ADV | 63,472 | $13.39M | 1.4% | +5.3% | 0.026% | |
5/15/2023 | Washington Trust Bank | 1,947 | $0.41M | 0.0% | -11.1% | 0.001% | |
5/15/2023 | Two Sigma Securities LLC | 1,036 | $0.22M | 0.0% | N/A | 0.000% | |
5/15/2023 | Equitable Holdings Inc. | 208,118 | $43.90M | 0.7% | +9.0% | 0.085% | |
5/15/2023 | Abbot Financial Management Inc. | 10,421 | $2.20M | 1.5% | -0.6% | 0.004% | |
5/15/2023 | Cetera Investment Advisers | 108,826 | $22.95M | 0.2% | -1.8% | 0.044% | |
5/15/2023 | Stephens Inc. AR | 71,728 | $15.13M | 0.3% | +3.9% | 0.029% | |
5/15/2023 | Evermay Wealth Management LLC | 33,573 | $7.08M | 1.4% | -1.2% | 0.014% | |