3/15/2024 | Hart & Patterson Financial Group LLC | 108,048 | $5.52M | 2.9% | N/A | 0.020% | |
3/15/2024 | Regis Acquisition Inc. | 10,530 | $0.54M | 0.2% | +28.4% | 0.002% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 15,534 | $0.79M | 0.0% | -6.1% | 0.003% | |
3/15/2024 | VanderPol Investments L.L.C. | 25,514 | $1.30M | 4.4% | N/A | 0.005% | |
3/14/2024 | Walden Wealth Partners LLC | 34,721 | $1.77M | 1.1% | N/A | 0.006% | |
3/14/2024 | Leo Wealth LLC | 22,675 | $1.16M | 0.1% | N/A | 0.004% | |
|
3/14/2024 | Yeomans Consulting Group Inc. | 89,429 | $4.57M | 2.3% | N/A | 0.016% | |
3/11/2024 | Vanguard Group Inc. | 1,705,299 | $87.06M | 0.0% | -1.7% | 0.309% | |
3/8/2024 | Trust Co. of Vermont | 720 | $37K | 0.0% | N/A | 0.000% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,945 | $99K | 0.0% | N/A | 0.000% | |
3/6/2024 | SageView Advisory Group LLC | 66,978 | $3.40M | 0.1% | -57.9% | 0.012% | |
3/5/2024 | Fisher Asset Management LLC | 39,996 | $2.04M | 0.0% | +241.9% | 0.007% | |
3/5/2024 | True Vision MN LLC | 30,287 | $1.55M | 1.2% | N/A | 0.005% | |
3/1/2024 | Transcendent Capital Group LLC | 9,287 | $0.47M | 0.3% | N/A | 0.002% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,020,303 | $52.09M | 0.0% | +112.5% | 0.185% | |
3/1/2024 | Pineridge Advisors LLC | 17,317 | $0.88M | 0.3% | N/A | 0.003% | |
2/29/2024 | Tortoise Investment Management LLC | 77,823 | $3.97M | 0.5% | +24.4% | 0.014% | |
2/29/2024 | Acima Private Wealth LLC | 38,569 | $1.97M | 0.8% | +12.8% | 0.007% | |
2/28/2024 | EP Wealth Advisors LLC | 693,460 | $35.40M | 0.5% | +40.8% | 0.126% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 823,350 | $42.03M | 4.4% | -13.6% | 0.149% | |
2/26/2024 | Integrated Advisors Network LLC | 103,054 | $5.26M | 0.3% | +92.9% | 0.019% | |
2/20/2024 | Prospect Financial Services LLC | 6,182 | $0.32M | 0.3% | N/A | 0.001% | |
2/20/2024 | Voisard Asset Management Group Inc. | 982 | $50K | 0.0% | N/A | 0.000% | |
2/17/2024 | Madison Wealth Partners Inc | 12,617 | $0.64M | 0.3% | +5.9% | 0.002% | |
2/16/2024 | Hobbs Group Advisors LLC | 61,833 | $3.16M | 1.4% | N/A | 0.011% | |
2/16/2024 | SageView Advisory Group LLC | 66,978 | $3.40M | 0.1% | -57.9% | 0.012% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 16,501 | $0.84M | 0.0% | N/A | 0.003% | |
2/16/2024 | Harbour Investments Inc. | 60,561 | $3.09M | 0.1% | +3.5% | 0.011% | |
2/16/2024 | Studio Investment Management LLC | 94,160 | $4.81M | 1.2% | -3.6% | 0.017% | |
2/16/2024 | United Advisor Group LLC | 26,256 | $1.34M | 1.7% | N/A | 0.005% | |
2/15/2024 | Gould Capital LLC | 2,350 | $0.12M | 0.1% | N/A | 0.000% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 4,636,091 | $236.67M | 0.7% | +8.9% | 0.839% | |
2/15/2024 | High Falls Advisors Inc | 61,816 | $3.16M | 0.8% | +97.7% | 0.011% | |
2/15/2024 | Townsquare Capital LLC | 93,812 | $4.79M | 0.1% | -8.3% | 0.017% | |
2/15/2024 | Cape Cod Five Cents Savings Bank | 21,545 | $1.10M | 0.1% | -62.1% | 0.004% | |
2/15/2024 | Baker Avenue Asset Management LP | 62,984 | $3.22M | 0.1% | -18.9% | 0.011% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 31,183 | $1.59M | 0.0% | +25.2% | 0.006% | |
2/15/2024 | Hilltop Partners LLC | 20,911 | $1.07M | 0.4% | -17.2% | 0.004% | |
2/15/2024 | Barclays PLC | 463,236 | $23.65M | 0.0% | N/A | 0.084% | |
2/15/2024 | Vanguard Group Inc. | 815,715 | $41.64M | 0.0% | -53.0% | 0.148% | |
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2/15/2024 | Websterrogers Financial Advisors LLC | 102,575 | $5.24M | 2.2% | +12.5% | 0.019% | |
2/15/2024 | West Michigan Advisors LLC | 13,050 | $0.67M | 0.3% | +14.9% | 0.002% | |
2/15/2024 | Mill Creek Capital Advisors LLC | 4,945 | $0.25M | 0.0% | -6.7% | 0.001% | |
2/15/2024 | Modera Wealth Management LLC | 675,509 | $34.49M | 0.6% | +8.2% | 0.122% | |
2/15/2024 | Nwam LLC | 94,536 | $4.83M | 0.4% | +368.0% | 0.017% | |
2/15/2024 | Oxford Financial Group LTD. LLC | 6,979 | $0.36M | 0.0% | +16.3% | 0.001% | |
2/15/2024 | Financial Planning & Information Services Inc. | 55,579 | $2.84M | 0.4% | +19.2% | 0.010% | |
2/15/2024 | Greytown Advisors Inc. | 10,568 | $0.54M | 0.3% | N/A | 0.002% | |
2/15/2024 | Buckingham Strategic Partners LLC | 8,093 | $0.41M | 0.0% | +11.6% | 0.001% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 95,859 | $4.89M | 0.1% | -8.6% | 0.017% | |
2/15/2024 | Baird Financial Group Inc. | 1,865,930 | $95.26M | 0.2% | +4,240.6% | 0.338% | |
2/15/2024 | Bell Investment Advisors Inc | 8,305 | $0.42M | 0.1% | +13.3% | 0.002% | |
2/15/2024 | Bragg Financial Advisors Inc | 460,141 | $23.49M | 1.1% | +5.7% | 0.083% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 11,036 | $0.56M | 0.4% | +98.1% | 0.002% | |
2/15/2024 | Comerica Bank | 205,641 | $10.50M | 0.0% | +35.9% | 0.037% | |
2/14/2024 | Royal Bank of Canada | 1,059,385 | $54.08M | 0.0% | -43.5% | 0.192% | |
2/14/2024 | Continuum Advisory LLC | 44,255 | $2.26M | 0.3% | -6.7% | 0.008% | |
2/14/2024 | Pathstone Holdings LLC | 100,521 | $5.13M | 0.0% | N/A | 0.018% | |
2/14/2024 | Waverly Advisors LLC | 4,106 | $0.21M | 0.0% | N/A | 0.001% | |
2/14/2024 | Kestra Advisory Services LLC | 232,449 | $11.87M | 0.1% | +196.6% | 0.042% | |
2/14/2024 | LM Advisors LLC | 11,155 | $0.57M | 0.1% | N/A | 0.002% | |
2/14/2024 | Creative Planning | 24,754,352 | $1.26B | 1.9% | +15.2% | 4.481% | |
2/14/2024 | Brown Wealth Management LLC | 72,734 | $3.71M | 1.6% | -11.5% | 0.013% | |
2/14/2024 | Hancock Whitney Corp | 57,588 | $2.94M | 0.1% | +0.9% | 0.010% | |
2/14/2024 | Icon Wealth Advisors LLC | 12,746 | $0.65M | 0.1% | N/A | 0.002% | |
2/14/2024 | Visionary Wealth Advisors | 72,066 | $3.68M | 0.3% | +6.3% | 0.013% | |
2/14/2024 | Cresset Asset Management LLC | 17,921 | $0.92M | 0.0% | -21.7% | 0.003% | |
2/14/2024 | Regal Investment Advisors LLC | 32,851 | $1.68M | 0.1% | +7.1% | 0.006% | |
2/14/2024 | XML Financial LLC | 152,750 | $7.80M | 0.8% | +3.2% | 0.028% | |
2/14/2024 | Sei Investments Co. | 11,046,583 | $563.93M | 0.9% | +19.7% | 2.000% | |
2/14/2024 | Core Wealth Advisors Inc. | 38,464 | $1.96M | 0.7% | +12.3% | 0.007% | |
2/14/2024 | Connectus Wealth LLC | 53,419 | $2.73M | 0.1% | -26.7% | 0.010% | |
2/14/2024 | Traction Financial Partners LLC | 113,237 | $5.78M | 3.9% | N/A | 0.020% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 927 | $47K | 0.0% | N/A | 0.000% | |
2/14/2024 | Watchman Group Inc. | 103,185 | $5.27M | 1.7% | +0.8% | 0.019% | |
2/14/2024 | Frank Rimerman Advisors LLC | 17,877 | $0.91M | 0.2% | -30.9% | 0.003% | |
2/13/2024 | Lokken Investment Group LLC | 12,213 | $0.62M | 0.4% | +110.7% | 0.002% | |
2/13/2024 | Morningstar Investment Services LLC | 2,587,370 | $132.11M | 0.7% | +97.8% | 0.468% | |
2/13/2024 | Envestnet Asset Management Inc. | 8,355,301 | $426.54M | 0.2% | +8.2% | 1.512% | |
2/13/2024 | Stephens Inc. AR | 23,680 | $1.21M | 0.0% | -16.8% | 0.004% | |
2/13/2024 | Northern Trust Corp | 11,720,572 | $598.34M | 0.1% | +6.1% | 2.122% | |
2/13/2024 | Exencial Wealth Advisors LLC | 92,807 | $4.74M | 0.2% | +492.1% | 0.017% | |
2/13/2024 | Cetera Advisor Networks LLC | 426,846 | $21.79M | 0.1% | +0.6% | 0.077% | |
2/13/2024 | Per Stirling Capital Management LLC. | 105,976 | $5.41M | 1.0% | +0.5% | 0.019% | |
2/13/2024 | Annex Advisory Services LLC | 79,060 | $4.04M | 0.2% | +399.0% | 0.014% | |
2/13/2024 | Oppenheimer & Co. Inc. | 5,624 | $0.29M | 0.0% | +13.1% | 0.001% | |
2/13/2024 | Trademark Financial Management LLC | 11,965 | $0.61M | 0.4% | N/A | 0.002% | |
2/13/2024 | Fairview Capital Investment Management LLC | 42,050 | $2.15M | 0.1% | +8.2% | 0.008% | |
2/13/2024 | Holderness Investments Co. | 8,233 | $0.42M | 0.1% | N/A | 0.001% | |
2/13/2024 | Goldman Sachs Group Inc. | 1,020,303 | $52.09M | 0.0% | +112.5% | 0.185% | |
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2/13/2024 | Hirtle Callaghan & Co LLC | 431,445 | $22.03M | 1.0% | +1.9% | 0.078% | |
2/13/2024 | CIBC Private Wealth Group LLC | 16,758 | $0.86M | 0.0% | N/A | 0.003% | |
2/13/2024 | Beacon Bridge Wealth Partners LLC | 45,542 | $2.33M | 1.2% | -4.4% | 0.008% | |
2/13/2024 | Belpointe Asset Management LLC | 19,710 | $1.01M | 0.1% | +59.9% | 0.004% | |
2/13/2024 | Laurel Wealth Advisors LLC | 15,272 | $0.78M | 0.1% | +1,533.4% | 0.003% | |
2/13/2024 | CWA Asset Management Group LLC | 5,450 | $0.28M | 0.0% | -16.5% | 0.001% | |
2/13/2024 | Jones Financial Companies Lllp | 2,205,606 | $112.60M | 0.2% | -3.3% | 0.399% | |
2/13/2024 | Vannoy Advisory Group Inc. | 64,282 | $3.28M | 2.7% | N/A | 0.012% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 13,636 | $0.70M | 0.1% | +34.8% | 0.002% | |
2/13/2024 | James J. Burns & Company LLC | 11,680 | $0.60M | 0.1% | +11.3% | 0.002% | |