3/15/2023 | B. Riley Wealth Advisors Inc. | 15,544 | $0.77M | 0.0% | -4.8% | 0.003% | |
3/10/2023 | Mather Group LLC. | 422,748 | $20.92M | 0.4% | -0.9% | 0.085% | |
3/10/2023 | Financial Alternatives Inc | 10,993 | $0.54M | 0.5% | N/A | 0.002% | |
3/8/2023 | Capital Asset Advisory Services LLC | 77,362 | $3.83M | 0.3% | N/A | 0.016% | |
3/6/2023 | Rockefeller Capital Management L.P. | 82,012 | $4.06M | 0.0% | -44.0% | 0.017% | |
3/1/2023 | Lakewood Asset Management LLC | 7,458 | $0.37M | 0.3% | N/A | 0.002% | |
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3/1/2023 | Willow Creek Wealth Management Inc. | 881,703 | $43.64M | 7.2% | +101.2% | 0.178% | |
2/24/2023 | Bridgewealth Advisory Group LLC | 5,315 | $0.26M | 0.5% | N/A | 0.001% | |
2/23/2023 | Centurion Wealth Management LLC | 28,729 | $1.42M | 0.8% | N/A | 0.006% | |
2/22/2023 | CVA Family Office LLC | 2,344 | $0.12M | 0.0% | +20.0% | 0.000% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 20,304,044 | $1B | 1.5% | +18.2% | 4.104% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 15,544 | $0.77M | 0.0% | -4.8% | 0.003% | |
2/17/2023 | Truist Financial Corp | 473,494 | $23.43M | 0.0% | -4.1% | 0.096% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 4,692 | $0.23M | 0.1% | N/A | 0.001% | |
2/17/2023 | LaSalle St. Investment Advisors LLC | 12,326 | $0.61M | 0.3% | N/A | 0.002% | |
2/16/2023 | Alpha Financial Partners LLC | 65,146 | $3.22M | 3.9% | N/A | 0.013% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 41,013 | $2.03M | 0.1% | +27.5% | 0.008% | |
2/16/2023 | AlphaQ Advisors LLC | 5,292 | $0.26M | 0.2% | N/A | 0.001% | |
2/16/2023 | CreativeOne Wealth LLC | 29,088 | $1.44M | 0.1% | +9.4% | 0.006% | |
2/16/2023 | Financial Advocates Investment Management | 12,929 | $0.64M | 0.0% | -28.3% | 0.003% | |
2/16/2023 | Pacific Capital Wealth Advisors Inc. | 29,589 | $1.46M | 0.4% | -35.7% | 0.006% | |
2/16/2023 | Personal Capital Advisors Corp | 254,548 | $12.60M | 0.1% | +9.4% | 0.051% | |
2/16/2023 | RFG Advisory LLC | 120,923 | $6.14M | 0.3% | +111.9% | 0.024% | |
2/16/2023 | United Capital Financial Advisers LLC | 177,395 | $8.78M | 0.0% | +47.9% | 0.036% | |
2/16/2023 | Harbour Investments Inc. | 21,395 | $1.06M | 0.1% | -35.7% | 0.004% | |
2/16/2023 | One Capital Management LLC | 20,187 | $1M | 0.1% | N/A | 0.004% | |
2/16/2023 | German American Bancorp Inc. | 173,958 | $8.61M | 1.4% | N/A | 0.035% | |
2/16/2023 | Gateway Wealth Partners LLC | 12,982 | $0.64M | 0.1% | N/A | 0.003% | |
2/15/2023 | TD Capital Management LLC | 79,880 | $3.95M | 0.5% | -21.4% | 0.016% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 46,178 | $2.29M | 0.0% | -68.5% | 0.009% | |
2/15/2023 | CI Private Wealth LLC | 4,795,853 | $237.35M | 0.9% | N/A | 0.969% | |
2/15/2023 | Capstone Financial Advisors Inc. | 83,290 | $4.12M | 0.3% | +118.0% | 0.017% | |
2/15/2023 | Moneta Group Investment Advisors LLC | 41,012,811 | $2.03B | 0.1% | +127,360.0% | 8.290% | |
2/15/2023 | Landaas & Co. WI ADV | 15,702 | $0.78M | 0.4% | +216.5% | 0.003% | |
2/15/2023 | Sentinus LLC | 19,970 | $0.99M | 0.6% | -12.2% | 0.004% | |
2/15/2023 | Columbia Trust Co 01012016 | 20,430 | $1.01M | 0.6% | N/A | 0.004% | |
2/15/2023 | Cape Cod Five Cents Savings Bank | 42,283 | $2.09M | 0.2% | -45.0% | 0.009% | |
2/15/2023 | Salem Investment Counselors Inc. | 1,219 | $60K | 0.0% | +107.3% | 0.000% | |
2/15/2023 | Apollon Wealth Management LLC | 121,455 | $6.01M | 0.4% | +0.5% | 0.025% | |
2/15/2023 | Captrust Financial Advisors | 290,335 | $14.37M | 0.1% | -8.4% | 0.059% | |
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2/15/2023 | IHT Wealth Management LLC | 32,208 | $1.59M | 0.1% | -42.2% | 0.007% | |
2/15/2023 | Howe & Rusling Inc. | 12,040 | $0.60M | 0.1% | -24.8% | 0.002% | |
2/15/2023 | Bragg Financial Advisors Inc | 366,608 | $18.14M | 1.1% | -0.1% | 0.074% | |
2/15/2023 | Lazard Asset Management LLC | 730,355 | $36.15M | 0.0% | N/A | 0.148% | |
2/15/2023 | Retirement Investment Advisors Inc. | 8,018 | $0.40M | 0.3% | N/A | 0.002% | |
2/15/2023 | SageView Advisory Group LLC | 156,400 | $7.74M | 0.6% | N/A | 0.032% | |
2/15/2023 | EPG Wealth Management LLC | 23,546 | $1.17M | 0.4% | +15.7% | 0.005% | |
2/15/2023 | Patriot Investment Management Group Inc. | 5,300 | $0.27M | 0.0% | +23.3% | 0.001% | |
2/15/2023 | McIlrath & Eck LLC | 9,486 | $0.47M | 0.1% | -12.6% | 0.002% | |
2/15/2023 | PFS Investments Inc. | 112,280 | $5.56M | 0.1% | +182.1% | 0.023% | |
2/15/2023 | Cahill Financial Advisors Inc. | 25,984 | $1.29M | 0.2% | +56.9% | 0.005% | |
2/15/2023 | Cerity Partners LLC | 1,041,882 | $102.92M | 0.7% | +23.6% | 0.211% | |
2/15/2023 | Studio Investment Management LLC | 63,810 | $3.16M | 1.0% | +104.9% | 0.013% | |
2/15/2023 | Sovereign Financial Group Inc. | 13,009 | $0.64M | 0.3% | -29.2% | 0.003% | |
2/15/2023 | Stokes Family Office LLC | 126,833 | $6.28M | 0.8% | +314.2% | 0.026% | |
2/15/2023 | Strategic Investment Solutions Inc. IL | 34,107 | $1.74M | 0.9% | N/A | 0.007% | |
2/15/2023 | Linscomb & Williams Inc. | 94,608 | $4.68M | 0.2% | +1.1% | 0.019% | |
2/15/2023 | Money Concepts Capital Corp | 2,806 | $0.14M | 0.0% | N/A | 0.001% | |
2/15/2023 | Morgan Stanley | 10,646,326 | $526.89M | 0.1% | +4.9% | 2.152% | |
2/15/2023 | Mariner LLC | 2,199,873 | $108.87M | 0.3% | -10.1% | 0.445% | |
2/15/2023 | Meridian Wealth Management LLC | 5,695 | $0.28M | 0.0% | +24.9% | 0.001% | |
2/15/2023 | Exencial Wealth Advisors LLC | 16,054 | $0.80M | 0.0% | N/A | 0.003% | |
2/15/2023 | Equitable Holdings Inc. | 30,016 | $1.49M | 0.0% | +128.1% | 0.006% | |
2/15/2023 | Facet Wealth Inc. | 56,663 | $2.86M | 0.2% | -5.2% | 0.011% | |
2/15/2023 | Financial Connections Group Inc. | 1,892 | $93K | 0.1% | -95.9% | 0.000% | |
2/15/2023 | Financial Freedom LLC | 13,891 | $0.69M | 0.5% | N/A | 0.003% | |
2/15/2023 | Fort Point Capital Partners LLC | 351,239 | $17.38M | 2.7% | +37.0% | 0.071% | |
2/15/2023 | Apexium Financial LP | 13,393 | $0.66M | 0.1% | N/A | 0.003% | |
2/15/2023 | Aspen Grove Capital LLC | 7,084 | $0.35M | 0.2% | N/A | 0.001% | |
2/15/2023 | Aspire Private Capital LLC | 151,066 | $7,476.24B | 2.7% | +8.9% | 0.031% | |
2/15/2023 | Freedom Wealth Alliance LLC | 7,078 | $0.35M | 0.5% | N/A | 0.001% | |
2/15/2023 | Axxcess Wealth Management LLC | 42,926 | $2.12M | 0.2% | +133.8% | 0.009% | |
2/15/2023 | ICA Group Wealth Management LLC | 2,893 | $0.14M | 0.0% | -37.3% | 0.001% | |
2/14/2023 | Oxford Financial Group Ltd. | 6,805 | $0.34M | 0.0% | N/A | 0.001% | |
2/14/2023 | Meeder Asset Management Inc. | 67,610 | $3.35M | 0.3% | -54.0% | 0.014% | |
2/14/2023 | Bristlecone Advisors LLC | 65,247 | $3.23M | 0.4% | +31.2% | 0.013% | |
2/14/2023 | FFT Wealth Management LLC | 200,613 | $9.93M | 1.3% | +0.8% | 0.041% | |
2/14/2023 | Cetera Advisor Networks LLC | 347,647 | $17.21M | 0.1% | +477.0% | 0.070% | |
2/14/2023 | Cetera Investment Advisers | 432,223 | $21.39M | 0.2% | +555.3% | 0.087% | |
2/14/2023 | Cetera Advisors LLC | 88,213 | $4.37M | 0.1% | +319.1% | 0.018% | |
2/14/2023 | Laurel Wealth Advisors Inc. | 192,017 | $9.50M | 0.9% | N/A | 0.039% | |
2/14/2023 | Quantitative Advantage LLC | 49,954 | $2.47M | 0.4% | +14.9% | 0.010% | |
2/14/2023 | Grey Fox Wealth Advisors LLC | 34,219 | $1.69M | 1.1% | N/A | 0.007% | |
2/14/2023 | Hirtle Callaghan & Co LLC | 2,000,087 | $98.98M | 6.1% | +2,456.0% | 0.404% | |
2/14/2023 | Lowe Brockenbrough & Co. Inc. | 7,350 | $0.36M | 0.0% | -88.0% | 0.001% | |
2/14/2023 | Silver Oak Advisory Group Inc. | 198,086 | $9.80M | 6.9% | -1.2% | 0.040% | |
2/14/2023 | Townsquare Capital LLC | 7,718 | $0.38M | 0.0% | N/A | 0.002% | |
2/13/2023 | Financial Planning & Information Services Inc. | 12,825 | $0.64M | 0.1% | +90.4% | 0.003% | |
2/13/2023 | Pathstone Family Office LLC | 8,945 | $0.44M | 0.0% | -15.8% | 0.002% | |
2/13/2023 | Prio Wealth Limited Partnership | 9,045 | $0.45M | 0.0% | N/A | 0.002% | |
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2/13/2023 | ASB Consultores LLC | 7,222 | $0.36M | 0.1% | -5.9% | 0.001% | |
2/13/2023 | Charles Schwab Investment Advisory Inc. | 25,773,158 | $1.28B | 2.1% | +54.8% | 5.210% | |
2/13/2023 | Deutsche Bank AG | 179,649 | $8.89M | 0.0% | +14.6% | 0.036% | |
2/13/2023 | Brown Advisory Inc. | 118,626 | $5.87M | 0.0% | +2,500.3% | 0.024% | |
2/13/2023 | Callan Capital LLC | 580,989 | $28.75M | 3.4% | +4,652.9% | 0.117% | |
2/13/2023 | Brooklyn FI LLC | 32,756 | $9.56M | 6.8% | -79.3% | 0.007% | |
2/13/2023 | West Michigan Advisors LLC | 11,268 | $0.56M | 0.4% | -3.6% | 0.002% | |
2/13/2023 | Baird Financial Group Inc. | 1,982,980 | $98.14M | 0.3% | +15.4% | 0.401% | |
2/13/2023 | Kingsview Wealth Management LLC | 5,773 | $0.29M | 0.0% | -34.0% | 0.001% | |
2/13/2023 | Freestone Capital Holdings LLC | 46,169 | $2.29M | 0.1% | +70.6% | 0.009% | |