3/23/2023 | Prostatis Group LLC | 5,814 | $0.23M | 0.1% | N/A | 0.000% | |
3/22/2023 | Campion Asset Management | 68,409 | $2.67M | 2.6% | -16.1% | 0.004% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 306,644 | $11.95M | 0.3% | -6.2% | 0.018% | |
3/10/2023 | Mather Group LLC. | 5,999,280 | $233.85M | 4.5% | +5.2% | 0.343% | |
3/10/2023 | Victory Capital Management Inc. | 346,292 | $13.50M | 0.0% | +394.2% | 0.020% | |
3/10/2023 | Financial Alternatives Inc | 7,692 | $0.30M | 0.3% | N/A | 0.000% | |
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3/8/2023 | Capital Asset Advisory Services LLC | 637,386 | $25.02M | 2.0% | +0.5% | 0.036% | |
3/6/2023 | Rockefeller Capital Management L.P. | 964,875 | $37.61M | 0.2% | +18.4% | 0.055% | |
3/6/2023 | North Star Asset Management Inc. | 157,326 | $6.13M | 0.4% | +5.0% | 0.009% | |
3/1/2023 | Lakewood Asset Management LLC | 2,005 | $78K | 0.1% | N/A | 0.000% | |
3/1/2023 | DDFG Inc | 114,886 | $4.48M | 1.9% | N/A | 0.007% | |
3/1/2023 | Regal Investment Advisors LLC | 176,805 | $6.89M | 0.7% | +2.5% | 0.010% | |
3/1/2023 | Investments & Financial Planning LLC | 6,371 | $0.25M | 0.2% | N/A | 0.000% | |
2/28/2023 | Orin Green Financial LLC | 107,339 | $4.18M | 2.5% | +16.5% | 0.006% | |
2/28/2023 | Voya Investment Management LLC | 412,343 | $16.07M | 0.0% | +63.8% | 0.024% | |
2/28/2023 | American Institute for Advanced Investment Management LLP | 24,302 | $0.95M | 0.9% | -15.2% | 0.001% | |
2/27/2023 | Rebalance LLC | 695,362 | $27.11M | 2.8% | N/A | 0.040% | |
2/27/2023 | Objective Capital Management LLC | 13,363 | $0.52M | 0.5% | -4.4% | 0.001% | |
2/27/2023 | ST Germain D J Co. Inc. | 19,332 | $74K | 0.0% | +240.8% | 0.001% | |
2/24/2023 | SRS Capital Advisors Inc. | 435,339 | $16.97M | 2.3% | +8.0% | 0.025% | |
2/24/2023 | Garde Capital Inc. | 593,121 | $23.12M | 2.8% | +4.7% | 0.034% | |
2/24/2023 | Bbjs Financial Advisors LLC | 1,720 | $67K | 0.0% | N/A | 0.000% | |
2/23/2023 | Centurion Wealth Management LLC | 7,356 | $0.29M | 0.2% | N/A | 0.000% | |
2/23/2023 | Callan Family Office LLC | 121,425 | $4.73M | 1.5% | N/A | 0.007% | |
2/22/2023 | Kovack Advisors Inc. | 15,728 | $0.61M | 0.1% | -10.3% | 0.001% | |
2/22/2023 | CVA Family Office LLC | 6,245 | $0.24M | 0.1% | -42.2% | 0.000% | |
2/21/2023 | DGS Capital Management LLC | 6,211 | $0.24M | 0.2% | +9.5% | 0.000% | |
2/21/2023 | Insight Advisors LLC PA | 7,274 | $0.29M | 0.1% | -3.8% | 0.000% | |
2/21/2023 | Ruedi Wealth Management Inc. | 5,202 | $0.26M | 0.2% | N/A | 0.000% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 55,758,981 | $2.17B | 3.3% | +7.5% | 3.190% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 306,644 | $11.95M | 0.3% | -6.2% | 0.018% | |
2/21/2023 | Security National Bank of SO Dak | 6,302 | $0.25M | 0.2% | N/A | 0.000% | |
2/17/2023 | Truist Financial Corp | 1,432,391 | $55.84M | 0.1% | -13.6% | 0.082% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 3,664 | $0.14M | 0.0% | N/A | 0.000% | |
2/17/2023 | LaSalle St. Investment Advisors LLC | 9,088 | $0.35M | 0.2% | N/A | 0.001% | |
2/17/2023 | Ascent Group LLC | 89,978 | $3.51M | 0.4% | +1.3% | 0.005% | |
2/16/2023 | GHP Investment Advisors Inc. | 2,455 | $96K | 0.0% | -73.4% | 0.000% | |
2/16/2023 | WealthPLAN Partners LLC | 5,219 | $0.22M | 0.0% | N/A | 0.000% | |
2/16/2023 | Axxcess Wealth Management LLC | 18,660 | $0.73M | 0.1% | +40.2% | 0.001% | |
2/16/2023 | American Trust | 286,869 | $11.18M | 1.0% | -47.6% | 0.016% | |
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2/16/2023 | Security National Bank of Sioux City Iowa IA | 22,392 | $0.87M | 0.7% | +16.7% | 0.001% | |
2/16/2023 | Moneta Group Investment Advisors LLC | 3,942 | $11.56M | 0.3% | -98.6% | 0.000% | |
2/16/2023 | Alliancebernstein L.P. | 2,278,537 | $88.82M | 0.0% | +14.8% | 0.130% | |
2/16/2023 | Berkshire Asset Management LLC PA | 78,866 | $3.07M | 0.2% | -0.9% | 0.005% | |
2/16/2023 | Certified Advisory Corp | 57,832 | $2.25M | 0.4% | +5.2% | 0.003% | |
2/16/2023 | CreativeOne Wealth LLC | 368,156 | $14.35M | 0.8% | +9.1% | 0.021% | |
2/16/2023 | Financial Advocates Investment Management | 51,000 | $1.99M | 0.1% | +36.1% | 0.003% | |
2/16/2023 | Pacific Financial Group Inc. | 7,629 | $0.30M | 0.2% | +14.5% | 0.000% | |
2/16/2023 | Personal Capital Advisors Corp | 25,381,697 | $989.38M | 4.8% | +6.2% | 1.452% | |
2/16/2023 | Probity Advisors Inc. | 14,490 | $0.57M | 0.1% | +20.1% | 0.001% | |
2/16/2023 | RFG Advisory LLC | 34,773 | $1.45M | 0.1% | -60.8% | 0.002% | |
2/16/2023 | Resurgent Financial Advisors LLC | 4,634 | $0.18M | 0.1% | -29.4% | 0.000% | |
2/16/2023 | United Capital Financial Advisers LLC | 396,447 | $15.45M | 0.1% | -12.5% | 0.023% | |
2/16/2023 | Harbour Investments Inc. | 90,312 | $3.52M | 0.2% | -0.9% | 0.005% | |
2/16/2023 | One Capital Management LLC | 40,859 | $1.59M | 0.1% | -25.3% | 0.002% | |
2/15/2023 | Retirement Group LLC | 662 | $26K | 0.0% | N/A | 0.000% | |
2/15/2023 | TD Capital Management LLC | 8,893 | $0.35M | 0.0% | -41.6% | 0.001% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 429,727 | $16.75M | 0.3% | +48.5% | 0.025% | |
2/15/2023 | RMR Wealth Builders | 8,352 | $0.33M | 0.1% | -23.7% | 0.000% | |
2/15/2023 | Front Row Advisors LLC | 10,980 | $0.43M | 0.2% | -6.2% | 0.001% | |
2/15/2023 | CI Private Wealth LLC | 2,829,481 | $105.94M | 0.4% | N/A | 0.162% | |
2/15/2023 | Smart Portfolios LLC | 76,066 | $2.97M | 5.9% | N/A | 0.004% | |
2/15/2023 | Metropolitan Life Insurance Co NY | 103,930 | $4.05M | 0.2% | -26.4% | 0.006% | |
2/15/2023 | Moneta Group Investment Advisors LLC | 296,468,035 | $11.56B | 0.3% | +108,287.1% | 16.963% | |
2/15/2023 | Fort Sheridan Advisors LLC | 54,976 | $2.14M | 0.7% | -4.7% | 0.003% | |
2/15/2023 | Zuckerman Investment Group LLC | 7,802 | $0.30M | 0.0% | N/A | 0.000% | |
2/15/2023 | CIC Wealth LLC | 9,141 | $0.36M | 0.1% | N/A | 0.001% | |
2/15/2023 | Atlas Capital Advisors LLC | 103,199 | $4.02M | 0.7% | -40.8% | 0.006% | |
2/15/2023 | Cape Cod Five Cents Savings Bank | 35,005 | $1.36M | 0.2% | -54.1% | 0.002% | |
2/15/2023 | Salem Investment Counselors Inc. | 7,517 | $0.29M | 0.0% | -6.2% | 0.000% | |
2/15/2023 | Apollon Wealth Management LLC | 51,256 | $2M | 0.1% | -15.5% | 0.003% | |
2/15/2023 | Hassell Wealth Management LLC | 28,727 | $1.20M | 0.9% | N/A | 0.002% | |
2/15/2023 | Captrust Financial Advisors | 930,285 | $36.26M | 0.2% | -4.1% | 0.053% | |
2/15/2023 | IHT Wealth Management LLC | 17,695 | $0.69M | 0.0% | -35.6% | 0.001% | |
2/15/2023 | Howe & Rusling Inc. | 159,652 | $6.22M | 0.8% | -10.8% | 0.009% | |
2/15/2023 | Bragg Financial Advisors Inc | 11,507 | $0.45M | 0.0% | +14.7% | 0.001% | |
2/15/2023 | Jane Street Group LLC | 9,162,934 | $357.17M | 0.2% | +87.0% | 0.524% | |
2/15/2023 | Lazard Asset Management LLC | 109,749 | $4.28M | 0.0% | +195.2% | 0.006% | |
2/15/2023 | Retirement Investment Advisors Inc. | 33,221 | $1.30M | 0.8% | N/A | 0.002% | |
2/15/2023 | SageView Advisory Group LLC | 43,979 | $1.71M | 0.1% | N/A | 0.003% | |
2/15/2023 | EPG Wealth Management LLC | 9,239 | $0.36M | 0.1% | -2.8% | 0.001% | |
2/15/2023 | Treynor Bancshares Inc. | 35,828 | $1.40M | 1.0% | +21.8% | 0.002% | |
2/15/2023 | Patriot Investment Management Group Inc. | 794,126 | $34.06M | 3.0% | -0.3% | 0.045% | |
2/15/2023 | Waverly Advisors LLC | 264,120 | $10.30M | 0.6% | +27.3% | 0.015% | |
2/15/2023 | Main Management LLC | 207,762 | $8.10M | 0.9% | +292.3% | 0.012% | |
2/15/2023 | Proquility Private Wealth Partners LLC | 5,316 | $0.21M | 0.1% | N/A | 0.000% | |
2/15/2023 | PFS Investments Inc. | 16,629 | $0.65M | 0.0% | -18.1% | 0.001% | |
2/15/2023 | Jasper Ridge Partners L.P. | 950,363 | $37.05M | 2.2% | +18.3% | 0.054% | |
2/15/2023 | Cahill Financial Advisors Inc. | 207,331 | $8.08M | 1.6% | +4.2% | 0.012% | |
2/15/2023 | True Wealth Design LLC | 13,913 | $0.54M | 0.3% | N/A | 0.001% | |
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2/15/2023 | Connors Investor Services Inc. | 176,721 | $6.89M | 0.9% | -1.5% | 0.010% | |
2/15/2023 | NCM Capital Management LLC | 11,963 | $0.47M | 0.3% | +2.5% | 0.001% | |
2/15/2023 | Cerity Partners LLC | 1,696,549 | $72.53M | 0.5% | +63.8% | 0.097% | |
2/15/2023 | Toroso Investments LLC | 2,098,118 | $81.79M | 3.1% | -10.2% | 0.120% | |
2/15/2023 | Signet Financial Management LLC | 25,074 | $0.98M | 0.2% | -41.6% | 0.001% | |
2/15/2023 | Staley Capital Advisers Inc. | 660,783 | $25.76M | 1.5% | -14.8% | 0.038% | |
2/15/2023 | Swmg LLC | 7,587 | $0.30M | 0.2% | -51.4% | 0.000% | |
2/15/2023 | SeaCrest Wealth Management LLC | 35,122 | $1.37M | 0.2% | +383.5% | 0.002% | |
2/15/2023 | Shepherd Financial Partners LLC | 25,346 | $0.99M | 0.2% | -60.2% | 0.001% | |
2/15/2023 | Sovereign Financial Group Inc. | 86,495 | $3.37M | 1.3% | -13.4% | 0.005% | |