12/1/2023 | B. Riley Wealth Advisors Inc. | 16,036 | $2.31M | 0.1% | +5.3% | 0.015% | |
11/30/2023 | ARQ Wealth Advisors LLC | 14,279 | $2.05M | 1.5% | -1.3% | 0.014% | |
11/24/2023 | Deutsche Bank AG | 4,774 | $0.68M | 0.0% | -49.5% | 0.005% | |
11/24/2023 | EP Wealth Advisors LLC | 62,109 | $8.90M | 0.1% | -65.9% | 0.060% | |
11/21/2023 | Comerica Bank | 44,463 | $6.37M | 0.0% | N/A | 0.043% | |
11/20/2023 | Silver Oak Securities Incorporated | 3,645 | $0.52M | 0.1% | -64.6% | 0.004% | |
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11/17/2023 | Diversified Trust Co | 379,245 | $54.36M | 2.1% | +0.8% | 0.366% | |
11/16/2023 | Creative Planning | 492,035 | $70.52M | 0.1% | +5.8% | 0.475% | |
11/16/2023 | Harbour Investments Inc. | 1,199 | $0.17M | 0.0% | -95.5% | 0.001% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 34,483 | $4.94M | 0.1% | +2.0% | 0.033% | |
11/16/2023 | Studio Investment Management LLC | 213 | $31K | 0.0% | +77.5% | 0.000% | |
11/16/2023 | FineMark National Bank & Trust | 4,337 | $0.62M | 0.0% | +4.2% | 0.004% | |
11/16/2023 | Advisors Capital Management LLC | 4,771 | $0.68M | 0.0% | +31.5% | 0.005% | |
11/16/2023 | Morgan Stanley | 3,159,294 | $452.82M | 0.0% | +3.8% | 3.053% | |
11/16/2023 | Essex Financial Services Inc. | 3,045 | $0.44M | 0.1% | +6.4% | 0.003% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 13,626 | $1.95M | 0.0% | -14.5% | 0.013% | |
11/15/2023 | Toroso Investments LLC | 17,328 | $2.48M | 0.1% | +9.1% | 0.017% | |
11/15/2023 | The Manufacturers Life Insurance Company | 1,285,369 | $184.23M | 0.1% | +1.0% | 1.242% | |
11/15/2023 | Objective Capital Management LLC | 4,631 | $0.66M | 0.6% | -2.7% | 0.004% | |
11/15/2023 | Royal Bank of Canada | 774,849 | $111.06M | 0.0% | -1.2% | 0.749% | |
11/15/2023 | LaSalle St. Investment Advisors LLC | 11,574 | $1.66M | 0.8% | +8.8% | 0.011% | |
11/15/2023 | Lido Advisors LLC | 176,179 | $25.25M | 0.2% | -3.5% | 0.170% | |
11/15/2023 | Earnest Partners LLC | 48,417 | $6.94M | 0.0% | +99.8% | 0.047% | |
11/15/2023 | Ameriprise Financial Inc. | 535,558 | $79.56M | 0.0% | -3.2% | 0.518% | |
11/14/2023 | Jones Financial Companies Lllp | 23,411 | $3.36M | 0.0% | +19.2% | 0.023% | |
11/14/2023 | United Services Automobile Association | 177,872 | $25.49M | 0.6% | +0.4% | 0.172% | |
11/14/2023 | SMI Advisory Services LLC | 44,675 | $6.24M | 2.3% | N/A | 0.043% | |
11/14/2023 | Clifford Group LLC | 15,876 | $2.28M | 2.5% | +129.0% | 0.015% | |
11/14/2023 | Toronto Dominion Bank | 100,000 | $14.33M | 0.0% | +11.1% | 0.097% | |
11/14/2023 | Tower Research Capital LLC TRC | 8,643 | $1.24M | 0.0% | +107.2% | 0.008% | |
11/14/2023 | Roundview Capital LLC | 14,348 | $2.06M | 0.2% | -1.0% | 0.014% | |
11/14/2023 | Twin Focus Capital Partners LLC | 19,173 | $2.75M | 0.6% | -24.6% | 0.019% | |
11/14/2023 | Mather Group LLC. | 11,651 | $1.67M | 0.0% | -65.7% | 0.011% | |
11/14/2023 | Mutual Advisors LLC | 55,385 | $7.94M | 0.3% | -2.1% | 0.054% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 1,122 | $0.16M | 0.0% | +77.0% | 0.001% | |
11/14/2023 | PGIM Custom Harvest LLC | 5,444 | $0.78M | 0.0% | -26.8% | 0.005% | |
11/13/2023 | Natixis Advisors L.P. | 216,701 | $31.06M | 0.1% | +154.2% | 0.209% | |
11/13/2023 | Kayne Anderson Rudnick Investment Management LLC | 3,355 | $0.48M | 0.0% | +117.3% | 0.003% | |
11/13/2023 | River Wealth Advisors LLC | 21,778 | $3.12M | 0.6% | -6.7% | 0.021% | |
11/13/2023 | Northern Trust Corp | 20,402 | $2.92M | 0.0% | +103.3% | 0.020% | |
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11/13/2023 | Retirement Planning Co of New England Inc. | 2,297 | $0.33M | 0.2% | -3.4% | 0.002% | |
11/13/2023 | Citizens Financial Group Inc. RI | 4,572 | $0.66M | 0.0% | -15.2% | 0.004% | |
11/13/2023 | Mariner LLC | 340,116 | $48.75M | 0.1% | -7.2% | 0.329% | |
11/13/2023 | LPL Financial LLC | 703,846 | $100.88M | 0.1% | +6.8% | 0.680% | |
11/13/2023 | Regal Investment Advisors LLC | 16,135 | $2.31M | 0.2% | +7.5% | 0.016% | |
11/13/2023 | Rathbones Group PLC | 2,670 | $0.38M | 0.0% | -5.0% | 0.003% | |
11/13/2023 | Plan Group Financial LLC | 1,709 | $0.25M | 0.2% | N/A | 0.002% | |
11/13/2023 | Clearstead Advisors LLC | 24,833 | $3.56M | 0.2% | -0.7% | 0.024% | |
11/13/2023 | FMR LLC | 28,148 | $4.03M | 0.0% | +9.6% | 0.027% | |
11/13/2023 | Envestnet Asset Management Inc. | 3,269,881 | $468.67M | 0.2% | -23.3% | 3.160% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 1,012,191 | $145.08M | 0.7% | N/A | 0.978% | |
11/13/2023 | Kestra Advisory Services LLC | 55,106 | $7.90M | 0.1% | +9.0% | 0.053% | |
11/13/2023 | PNC Financial Services Group Inc. | 33,503 | $4.80M | 0.0% | -0.2% | 0.032% | |
11/9/2023 | Truepoint Inc. | 2,343 | $0.34M | 0.0% | +22.2% | 0.002% | |
11/9/2023 | Manchester Capital Management LLC | 5,058 | $0.73M | 0.1% | -4.1% | 0.005% | |
11/9/2023 | USAdvisors Wealth Management LLC | 1,002 | $0.14M | 0.1% | -85.3% | 0.001% | |
11/9/2023 | Strategic Financial Planning Inc. | 21,611 | $3.10M | 2.9% | -1.9% | 0.021% | |
11/9/2023 | Deutsche Bank AG | 4,774 | $0.68M | 0.0% | -49.5% | 0.005% | |
11/9/2023 | Hunter Associates Investment Management LLC | 9,764 | $1.39M | 0.3% | -2.0% | 0.009% | |
11/9/2023 | Atlantic Private Wealth LLC | 29,340 | $4.21M | 4.2% | -0.4% | 0.028% | |
11/9/2023 | Betterment LLC | 5,955 | $0.85M | 0.0% | -2.1% | 0.006% | |
11/9/2023 | Phillips Financial Management LLC | 10,309 | $1.48M | 0.1% | -1.2% | 0.010% | |
11/9/2023 | Citigroup Inc. | 1,166,691 | $167.22M | 0.1% | +39.8% | 1.127% | |
11/9/2023 | Wealth Alliance | 19,003 | $2.72M | 0.4% | -0.4% | 0.018% | |
11/9/2023 | BIP Wealth LLC | 16,490 | $2.36M | 0.2% | -1.1% | 0.016% | |
11/9/2023 | Blair William & Co. IL | 67,615 | $9.69M | 0.0% | +2.2% | 0.065% | |
11/9/2023 | UBS Group AG | 649,081 | $93.03M | 0.0% | -1.0% | 0.627% | |
11/8/2023 | RPG Investment Advisory LLC | 2,858 | $0.41M | 0.1% | +7.9% | 0.003% | |
11/8/2023 | Aptus Capital Advisors LLC | 1,099 | $0.16M | 0.0% | +12.6% | 0.001% | |
11/8/2023 | Ausdal Financial Partners Inc. | 2,302 | $0.33M | 0.0% | +5.0% | 0.002% | |
11/8/2023 | HighTower Advisors LLC | 60,026 | $8.60M | 0.0% | -4.7% | 0.058% | |
11/8/2023 | Pathstone Family Office LLC | 11,092 | $1.59M | 0.0% | +204.1% | 0.011% | |
11/8/2023 | Plancorp LLC | 30,630 | $4.39M | 0.2% | +17.9% | 0.030% | |
11/8/2023 | D.A. Davidson & CO. | 73,116 | $10.48M | 0.1% | +1.6% | 0.071% | |
11/8/2023 | Cornerstone Planning Group LLC | 1,767 | $0.25M | 0.1% | -11.7% | 0.002% | |
11/8/2023 | Janney Montgomery Scott LLC | 21,216 | $3.04M | 0.0% | -0.8% | 0.021% | |
11/8/2023 | Atria Wealth Solutions Inc. | 48,394 | $6.95M | 0.1% | -7.6% | 0.047% | |
11/8/2023 | Archer Investment Corp | 639 | $92K | 0.0% | +36.2% | 0.001% | |
11/8/2023 | Argent Trust Co | 3,308 | $0.47M | 0.0% | -9.2% | 0.003% | |
11/8/2023 | Spire Wealth Management | 9,201 | $1.32M | 0.1% | +3.3% | 0.009% | |
11/8/2023 | First Ascent Asset Management LLC | 126,623 | $18.15M | 2.3% | +11.5% | 0.122% | |
11/8/2023 | Thompson Siegel & Walmsley LLC | 846 | $0.12M | 0.0% | +2,317.1% | 0.001% | |
11/8/2023 | Milestone Investment Advisors LLC | 3,027 | $0.43M | 0.1% | -23.8% | 0.003% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 35,008 | $5.02M | 0.0% | -0.6% | 0.034% | |
11/8/2023 | Clientfirst Wealth Management LLC | 1,591 | $0.22M | 0.3% | +17.9% | 0.002% | |
11/8/2023 | Western Wealth Management LLC | 2,460 | $0.35M | 0.0% | +5.5% | 0.002% | |
11/8/2023 | Warwick Investment Management Inc. | 26,164 | $3.75M | 1.4% | +4.4% | 0.025% | |
11/8/2023 | Avantax Advisory Services Inc. | 13,368 | $1.92M | 0.0% | -8.5% | 0.013% | |
11/8/2023 | New England Private Wealth Advisors LLC | 106,418 | $15.25M | 3.2% | +2.2% | 0.103% | |
11/8/2023 | Oppenheimer & Co. Inc. | 31,123 | $4.46M | 0.1% | -0.4% | 0.030% | |
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11/8/2023 | Valmark Advisers Inc. | 113,871 | $16.32M | 0.3% | -0.3% | 0.110% | |
11/8/2023 | Kestra Private Wealth Services LLC | 12,369 | $1.77M | 0.1% | +19.8% | 0.012% | |
11/8/2023 | Keybank National Association OH | 8,496 | $1.22M | 0.0% | +122.5% | 0.008% | |
11/7/2023 | Kingsview Wealth Management LLC | 1,774 | $0.25M | 0.0% | +8.6% | 0.002% | |
11/7/2023 | Great Lakes Advisors LLC | 29,585 | $4.24M | 0.0% | +27.1% | 0.029% | |
11/7/2023 | Merit Financial Group LLC | 70,985 | $10.17M | 0.3% | +24.0% | 0.069% | |
11/7/2023 | Harfst & Associates Inc. | 63,963 | $9.17M | 2.6% | -6.4% | 0.062% | |
11/7/2023 | Cobblestone Capital Advisors LLC NY | 212,492 | $30.46M | 2.3% | -0.7% | 0.205% | |
11/7/2023 | Financial Counselors Inc. | 1,848 | $0.27M | 0.0% | +13.0% | 0.002% | |
11/7/2023 | Bank of Marin | 5,655 | $0.81M | 0.8% | +2.6% | 0.005% | |