4/26/2024 | Tritonpoint Wealth LLC | 17,500 | $608K | 0.1% | -40.3% | 0.015% | |
4/23/2024 | Global Retirement Partners LLC | 3,360 | $117K | 0.0% | +174.3% | 0.003% | |
4/23/2024 | Duncker Streett & Co. Inc. | 2,400 | $83K | 0.0% | -30.4% | 0.002% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 137,855 | $4.79M | 0.0% | +2.3% | 0.120% | |
4/19/2024 | Kovack Advisors Inc. | 16,281 | $566K | 0.1% | N/A | 0.014% | |
4/17/2024 | Atticus Wealth Management LLC | 4,264 | $148K | 0.0% | -8.0% | 0.004% | |
|
4/16/2024 | Register Financial Advisors LLC | 1,218 | $42K | 0.0% | N/A | 0.001% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 176,631 | $6.14M | 0.0% | -2.5% | 0.154% | |
4/10/2024 | KMG Fiduciary Partners LLC | 41,912 | $1.46M | 0.2% | +4.5% | 0.037% | |
4/9/2024 | Mather Group LLC. | 1,565 | $54K | 0.0% | N/A | 0.001% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 2,300 | $71K | 0.0% | -23.3% | 0.002% | |
3/27/2024 | Nomura Holdings Inc. | 230,600 | $7.16M | 0.0% | +61.7% | 0.202% | |
3/22/2024 | PNC Financial Services Group Inc. | 5,662 | $176K | 0.0% | -31.2% | 0.005% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 20,034 | $622K | 0.0% | +79.1% | 0.018% | |
2/26/2024 | Virtu Financial LLC | 7,399 | $230K | 0.0% | N/A | 0.006% | |
2/14/2024 | Nomura Holdings Inc. | 230,600 | $7.16M | 0.0% | +61.7% | 0.206% | |
2/14/2024 | Cresset Asset Management LLC | 533,894 | $16.57M | 0.1% | -5.3% | 0.478% | |
2/13/2024 | Epoch Investment Partners Inc. | 129,272 | $4.01M | 0.0% | +59.3% | 0.116% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,872 | $58K | 0.0% | N/A | 0.002% | |
2/13/2024 | General American Investors Co. Inc. | 135,093 | $4.19M | 0.3% | N/A | 0.121% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 23,585 | $732K | 0.3% | +85.4% | 0.021% | |
2/13/2024 | Bridgecreek Investment Management LLC | 223,150 | $6.92M | 1.3% | -2.2% | 0.200% | |
2/12/2024 | Stifel Financial Corp | 189,724 | $5.89M | 0.0% | +28.8% | 0.170% | |
2/12/2024 | IPG Investment Advisors LLC | 7,255 | $225K | 0.0% | -5.2% | 0.006% | |
2/12/2024 | Cape Investment Advisory Inc. | 1,428 | $44K | 0.0% | +198.7% | 0.001% | |
2/9/2024 | Advisory Services Network LLC | 18,975 | $589K | 0.0% | +1.7% | 0.017% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 86,824 | $2.69M | 0.0% | +23.4% | 0.078% | |
2/9/2024 | Franklin Resources Inc. | 466,522 | $14.48M | 0.0% | -3.8% | 0.417% | |
2/9/2024 | Corient Private Wealth LLC | 22,295 | $692K | 0.0% | +19.2% | 0.020% | |
2/9/2024 | D.A. Davidson & CO. | 122,899 | $3.81M | 0.0% | -4.8% | 0.110% | |
2/9/2024 | UBS Group AG | 851,533 | $26.42M | 0.0% | +39.9% | 0.762% | |
2/8/2024 | Independent Advisor Alliance | 7,295 | $226K | 0.0% | -8.8% | 0.007% | |
2/8/2024 | Nicola Wealth Management LTD. | 89,000 | $2.76M | 0.3% | N/A | 0.080% | |
2/8/2024 | Janney Montgomery Scott LLC | 129,645 | $4.02M | 0.0% | -23.2% | 0.116% | |
2/7/2024 | Avantax Advisory Services Inc. | 8,014 | $249K | 0.0% | +7.6% | 0.007% | |
2/7/2024 | Boston Partners | 47,464 | $1.47M | 0.0% | -5.2% | 0.042% | |
2/7/2024 | Private Portfolio Partners LLC | 21,619 | $671K | 0.2% | +71.9% | 0.019% | |
2/7/2024 | Formidable Asset Management LLC | 29,910 | $928K | 0.2% | N/A | 0.027% | |
2/7/2024 | Jump Financial LLC | 74,400 | $2.31M | 0.1% | +87.4% | 0.067% | |
2/7/2024 | Johnson Investment Counsel Inc. | 23,004 | $714K | 0.0% | N/A | 0.021% | |
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2/7/2024 | Cary Street Partners Investment Advisory LLC | 7,200 | $223K | 0.0% | +71.4% | 0.006% | |
2/7/2024 | BNP Paribas Financial Markets | 32,731 | $1.02M | 0.0% | N/A | 0.029% | |
2/7/2024 | Principal Securities Inc. | 845 | $26K | 0.0% | N/A | 0.001% | |
2/7/2024 | Karpas Strategies LLC | 18,110 | $562K | 0.2% | +2.2% | 0.016% | |
2/6/2024 | Apollon Wealth Management LLC | 14,086 | $437K | 0.0% | +14.2% | 0.013% | |
2/6/2024 | Private Advisor Group LLC | 46,065 | $1.43M | 0.0% | +591.8% | 0.041% | |
2/6/2024 | TCG Advisory Services LLC | 222,928 | $6.92M | 0.5% | +2,811.0% | 0.199% | |
2/6/2024 | Blue Fin Capital Inc. | 41,180 | $1.28M | 0.3% | +4.0% | 0.037% | |
2/5/2024 | Mission Wealth Management LP | 29,235 | $907K | 0.0% | -2.7% | 0.026% | |
2/2/2024 | Truist Financial Corp | 20,453 | $635K | 0.0% | -9.2% | 0.018% | |
2/2/2024 | Herold Advisors Inc. | 15,500 | $481K | 0.1% | +2.0% | 0.014% | |
2/2/2024 | Atria Wealth Solutions Inc. | 8,408 | $261K | 0.0% | -63.6% | 0.008% | |
2/1/2024 | GAMMA Investing LLC | 800 | $27K | 0.0% | N/A | 0.001% | |
1/31/2024 | Western Wealth Management LLC | 9,720 | $302K | 0.0% | -11.7% | 0.009% | |
1/30/2024 | Duncker Streett & Co. Inc. | 3,450 | $107K | 0.0% | -8.0% | 0.003% | |
1/29/2024 | Crestwood Advisors Group LLC | 2,307,396 | $71.60M | 1.7% | -18.1% | 2.064% | |
1/29/2024 | Koshinski Asset Management Inc. | 11,243 | $349K | 0.1% | N/A | 0.010% | |
1/25/2024 | International Assets Investment Management LLC | 46,545 | $1.50M | 0.0% | N/A | 0.042% | |
1/24/2024 | Tritonpoint Wealth LLC | 29,300 | $909K | 0.1% | N/A | 0.026% | |
1/24/2024 | International Assets Investment Management LLC | 46,545 | $1.50M | 0.0% | N/A | 0.042% | |
1/24/2024 | Chevy Chase Trust Holdings LLC | 9,000 | $279K | 0.0% | N/A | 0.008% | |
1/18/2024 | Chilton Capital Management LLC | 34,540 | $1.07M | 0.1% | +1.3% | 0.031% | |
1/17/2024 | Highland Capital Management LLC | 27,007 | $838K | 0.1% | -16.5% | 0.024% | |
1/17/2024 | Armstrong Advisory Group Inc. | 1,636 | $51K | 0.0% | -53.0% | 0.001% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 134,720 | $4.18M | 0.0% | -9.5% | 0.121% | |
1/16/2024 | Raymond James & Associates | 67,330 | $2.09M | 0.0% | -10.0% | 0.060% | |
1/11/2024 | Raymond James Trust N.A. | 8,905 | $276K | 0.0% | -5.7% | 0.008% | |
1/11/2024 | KMG Fiduciary Partners LLC | 40,105 | $1.24M | 0.1% | N/A | 0.036% | |
1/2/2024 | Anchor Investment Management LLC | 3,375 | $105K | 0.0% | N/A | 0.003% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 11,183 | $339K | 0.0% | +23.6% | 0.010% | |
11/30/2023 | American Century Companies Inc. | 1,845,132 | $56M | 0.0% | -1.5% | 1.650% | |
11/16/2023 | McIlrath & Eck LLC | 3,532 | $107K | 0.0% | -50.0% | 0.003% | |
11/15/2023 | Crestwood Advisors Group LLC | 2,817,395 | $85.51M | 2.2% | N/A | 2.520% | |
11/14/2023 | Gateway Advisory LLC | 9,000 | $273K | 0.1% | N/A | 0.008% | |
11/14/2023 | Northeast Financial Consultants Inc | 63,370 | $1.92M | 0.1% | -3.6% | 0.057% | |
11/14/2023 | Infrastructure Capital Advisors LLC | 36,864 | $1.12M | 0.1% | +3.7% | 0.033% | |
11/14/2023 | Ancora Advisors LLC | 7,050 | $214K | 0.0% | -41.5% | 0.006% | |
11/14/2023 | Nomura Holdings Inc. | 142,600 | $4.33M | 0.0% | N/A | 0.128% | |
11/14/2023 | Operose Advisors LLC | 3,400 | $103K | 0.0% | -61.8% | 0.003% | |
11/13/2023 | Epoch Investment Partners Inc. | 81,150 | $2.46M | 0.0% | -14.0% | 0.073% | |
11/13/2023 | Stifel Financial Corp | 147,273 | $4.47M | 0.0% | +4.9% | 0.132% | |
11/13/2023 | Mariner LLC | 33,210 | $1.01M | 0.0% | -2.5% | 0.030% | |
11/13/2023 | LPL Financial LLC | 378,838 | $11.50M | 0.0% | -3.0% | 0.339% | |
11/9/2023 | UBS Group AG | 608,768 | $18.48M | 0.0% | -16.9% | 0.545% | |
11/8/2023 | Herold Advisors Inc. | 15,200 | $461K | 0.1% | +2.7% | 0.014% | |
11/8/2023 | Aptus Capital Advisors LLC | 18,008 | $547K | 0.0% | +31.1% | 0.016% | |
11/8/2023 | HighTower Advisors LLC | 28,401 | $859K | 0.0% | +12.5% | 0.025% | |
11/8/2023 | D.A. Davidson & CO. | 129,128 | $3.92M | 0.0% | +5.7% | 0.115% | |
11/8/2023 | Janney Montgomery Scott LLC | 168,726 | $5.12M | 0.0% | +3.0% | 0.151% | |
11/8/2023 | Atria Wealth Solutions Inc. | 23,101 | $701K | 0.0% | +39.5% | 0.021% | |
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11/8/2023 | Argent Trust Co | 53,993 | $1.64M | 0.1% | +16.7% | 0.048% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 72,379 | $2.20M | 0.0% | -2.6% | 0.065% | |
11/8/2023 | Avantax Advisory Services Inc. | 7,449 | $226K | 0.0% | -24.7% | 0.007% | |
11/8/2023 | Moody Aldrich Partners LLC | 38,559 | $1.17M | 0.2% | -31.3% | 0.034% | |
11/8/2023 | Oppenheimer & Co. Inc. | 21,729 | $659K | 0.0% | -18.8% | 0.019% | |
11/8/2023 | Boston Partners | 50,075 | $1.52M | 0.0% | -13.9% | 0.045% | |
11/7/2023 | Jump Financial LLC | 39,701 | $1.21M | 0.0% | -10.4% | 0.036% | |
11/3/2023 | MGO One Seven LLC | 13,232 | $402K | 0.0% | +27.6% | 0.012% | |
11/3/2023 | Private Advisor Group LLC | 6,659 | $202K | 0.0% | -17.4% | 0.006% | |
11/2/2023 | M&T Bank Corp | 37,500 | $1.14M | 0.0% | -1.2% | 0.033% | |