5/22/2024 | First City Capital Management Inc. | 29,646 | $1.24M | 0.7% | +6.8% | 0.044% | |
5/17/2024 | Comerica Bank | 114,182 | $4.78M | 0.0% | +0.4% | 0.170% | |
5/16/2024 | Jane Street Group LLC | 98,332 | $4.11M | 0.0% | -20.7% | 0.147% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 15,532 | $650K | 0.0% | +1.8% | 0.023% | |
5/16/2024 | Waverly Advisors LLC | 86,381 | $3.61M | 0.1% | N/A | 0.129% | |
5/15/2024 | Ascent Group LLC | 5,454 | $228K | 0.0% | -4.7% | 0.008% | |
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5/15/2024 | Lazard Asset Management LLC | 2,693 | $111K | 0.0% | -77.9% | 0.004% | |
5/15/2024 | Linscomb Wealth Inc. | 293,575 | $12.28M | 0.6% | +19.0% | 0.438% | |
5/14/2024 | Cadence Bank | 14,674 | $614K | 0.0% | +1.9% | 0.022% | |
5/14/2024 | Axxcess Wealth Management LLC | 17,577 | $735K | 0.0% | -18.2% | 0.026% | |
5/14/2024 | InterOcean Capital Group LLC | 86,411 | $3.62M | 0.1% | -8.4% | 0.129% | |
5/11/2024 | Trustmark National Bank Trust Department | 17,696 | $740K | 0.1% | -14.7% | 0.026% | |
5/10/2024 | Osaic Holdings Inc. | 238,462 | $9.98M | 0.0% | -7.9% | 0.356% | |
5/9/2024 | Blair William & Co. IL | 6,025 | $252K | 0.0% | -7.5% | 0.009% | |
5/9/2024 | Orion Portfolio Solutions LLC | 129,435 | $5.42M | 0.1% | -6.2% | 0.193% | |
5/9/2024 | Camelot Portfolios LLC | 23,131 | $968K | 0.9% | -20.1% | 0.035% | |
5/9/2024 | Endowment Wealth Management Inc. | 24,872 | $1.04M | 0.8% | +2.0% | 0.037% | |
5/9/2024 | Koshinski Asset Management Inc. | 33,637 | $1.41M | 0.1% | -23.4% | 0.050% | |
5/8/2024 | Barings LLC | 10,076 | $422K | 0.0% | -95.7% | 0.015% | |
5/8/2024 | Private Wealth Advisors LLC | 164,934 | $6.90M | 2.8% | -4.1% | 0.246% | |
5/8/2024 | Avantax Advisory Services Inc. | 278,699 | $11.66M | 0.1% | -35.4% | 0.416% | |
5/7/2024 | PFG Advisors | 31,125 | $1.30M | 0.1% | +2.8% | 0.046% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 119,149 | $4.99M | 0.2% | +1.6% | 0.178% | |
5/6/2024 | Kades & Cheifetz LLC | 36,290 | $1.52M | 1.0% | -2.4% | 0.054% | |
5/4/2024 | Geneos Wealth Management Inc. | 2,551 | $107K | 0.0% | -8.9% | 0.004% | |
5/3/2024 | Larson Financial Group LLC | 13,965 | $584K | 0.0% | -3.8% | 0.021% | |
5/3/2024 | GSA Capital Partners LLP | 46,616 | $1.95M | 0.2% | +45.6% | 0.070% | |
5/2/2024 | FinTrust Capital Advisors LLC | 4,480 | $187K | 0.0% | -11.6% | 0.007% | |
5/2/2024 | BNP Paribas | 33,929 | $1.42M | 0.1% | N/A | 0.051% | |
5/1/2024 | StoneX Group Inc. | 65,214 | $2.73M | 0.3% | N/A | 0.097% | |
5/1/2024 | Janney Capital Management LLC | 37,935 | $1.59M | 0.1% | -1.5% | 0.057% | |
5/1/2024 | Janney Montgomery Scott LLC | 80,197 | $3.36M | 0.0% | -7.1% | 0.120% | |
5/1/2024 | Northcape Wealth Management LLC | 15,955 | $668K | 0.2% | -16.8% | 0.024% | |
4/30/2024 | Private Advisor Group LLC | 19,286 | $807K | 0.0% | -24.0% | 0.029% | |
4/30/2024 | J.W. Cole Advisors Inc. | 34,056 | $1.43M | 0.1% | +2.5% | 0.051% | |
4/29/2024 | Commonwealth Equity Services LLC | 543,344 | $22.73M | 0.0% | +3.8% | 0.811% | |
4/29/2024 | Greenleaf Trust | 51,961 | $2.17M | 0.0% | -4.3% | 0.078% | |
4/29/2024 | PBMares Wealth Management LLC | 6,578 | $275K | 0.1% | +10.2% | 0.010% | |
4/26/2024 | MBA Advisors LLC | 15,289 | $640K | 0.3% | +4.9% | 0.023% | |
4/26/2024 | JNBA Financial Advisors | 43,722 | $1.83M | 0.2% | -52.9% | 0.065% | |
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4/26/2024 | McKinley Carter Wealth Services Inc. | 8,422 | $352K | 0.0% | -5.9% | 0.013% | |
4/25/2024 | GFS Advisors LLC | 53,872 | $2.25M | 0.4% | +0.9% | 0.080% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 25,911 | $1.08M | 0.5% | +70.3% | 0.039% | |
4/23/2024 | Precedent Wealth Partners LLC | 19,640 | $822K | 0.4% | -27.1% | 0.029% | |
4/23/2024 | KLR Investment Advisors LLC | 9,314 | $384K | 0.3% | -11.4% | 0.014% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 155,973 | $6.53M | 0.0% | +2.2% | 0.233% | |
4/22/2024 | Drive Wealth Management LLC | 26,429 | $1.11M | 0.3% | +2.8% | 0.039% | |
4/22/2024 | Raymond James & Associates | 359,850 | $15.06M | 0.0% | +0.4% | 0.537% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 7,330 | $307K | 0.2% | -38.5% | 0.011% | |
4/19/2024 | Advisor Resource Council | 12,655 | $515K | 0.2% | N/A | 0.019% | |
4/18/2024 | Narus Financial Partners LLC | 7,043 | $295K | 0.1% | +4.7% | 0.011% | |
4/18/2024 | Miracle Mile Advisors LLC | 438,040 | $18.33M | 0.5% | -22.2% | 0.654% | |
4/18/2024 | Mirador Capital Partners LP | 35,975 | $1.51M | 0.3% | +4.2% | 0.054% | |
4/17/2024 | Cornerstone Wealth Group LLC | 185,398 | $7.76M | 0.7% | N/A | 0.277% | |
4/17/2024 | Guidance Capital Inc. | 5,871 | $244K | 0.1% | -28.8% | 0.009% | |
4/17/2024 | Private Ocean LLC | 800 | $33K | 0.0% | N/A | 0.001% | |
4/16/2024 | Bridge Advisory LLC | 77,824 | $3.26M | 1.6% | -12.9% | 0.116% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 337,551 | $14.12M | 0.0% | -1.6% | 0.504% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 17,252 | $722K | 0.0% | +4.3% | 0.026% | |
4/15/2024 | Aspiriant LLC | 512,343 | $21.44M | 0.9% | -7.8% | 0.765% | |
4/15/2024 | McNamara Financial Services Inc. | 56,385 | $2.36M | 0.5% | -4.4% | 0.084% | |
4/13/2024 | Evanson Asset Management LLC | 35,967 | $1.51M | 0.1% | -2.3% | 0.054% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 72,222 | $3.02M | 0.1% | +128.3% | 0.108% | |
4/12/2024 | Annex Advisory Services LLC | 6,768 | $283K | 0.0% | N/A | 0.010% | |
4/10/2024 | Williams Financial LLC | 93,610 | $3.92M | 2.6% | N/A | 0.140% | |
4/5/2024 | NBC Securities Inc. | 9,537 | $399K | 0.0% | +25.8% | 0.014% | |
4/3/2024 | Strategic Advocates LLC | 5,575 | $233K | 0.1% | -43.9% | 0.008% | |
4/3/2024 | Arden Trust Co | 696,416 | $29.14M | 4.1% | -1.0% | 1.039% | |
3/22/2024 | PNC Financial Services Group Inc. | 850 | $35K | 0.0% | -41.4% | 0.001% | |
3/21/2024 | Grayhawk Investment Strategies Inc. | 27,000 | $1.10M | 0.6% | -7.2% | 0.040% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 15,251 | $620K | 0.0% | -1.8% | 0.023% | |
3/6/2024 | SageView Advisory Group LLC | 10,570 | $422K | 0.0% | +11.7% | 0.016% | |
2/23/2024 | Beacon Financial Group | 67,833 | $2.76M | 0.3% | N/A | 0.102% | |
2/21/2024 | Austin Wealth Management LLC | 6,078 | $249K | 0.1% | +5.5% | 0.009% | |
2/20/2024 | Able Wealth Management LLC | 14,001 | $570K | 0.5% | N/A | 0.021% | |
2/20/2024 | Clarity Capital Partners LLC | 13,079 | $532K | 0.4% | N/A | 0.020% | |
2/14/2024 | Coastwise Capital Group LLC | 7,029 | $286K | 0.3% | -4.0% | 0.011% | |
2/14/2024 | Creative Planning | 2,320,775 | $94.41M | 0.1% | +2.0% | 3.495% | |
2/14/2024 | Cheviot Value Management LLC | 127,128 | $5.17M | 1.1% | +2.7% | 0.191% | |
2/14/2024 | Cullen Capital Management LLC | 16,000 | $651K | 0.0% | N/A | 0.024% | |
2/14/2024 | Regal Investment Advisors LLC | 37,297 | $1.52M | 0.1% | -0.7% | 0.056% | |
2/14/2024 | TMD Wealth Management LLC | 198,440 | $8.07M | 2.1% | N/A | 0.299% | |
2/13/2024 | Cetera Advisor Networks LLC | 100,905 | $4.11M | 0.0% | +3.3% | 0.152% | |
2/13/2024 | Rathbones Group PLC | 9,525 | $387K | 0.0% | -21.9% | 0.014% | |
2/13/2024 | FinTrust Capital Advisors LLC | 5,069 | $206K | 0.0% | +11.6% | 0.008% | |
2/12/2024 | Stifel Financial Corp | 211,599 | $8.61M | 0.0% | -8.0% | 0.319% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 72,560 | $2.95M | 0.0% | -3.0% | 0.109% | |
2/10/2024 | Linscomb & Williams Inc. | 246,640 | $10.03M | 0.6% | -2.7% | 0.371% | |
2/9/2024 | Orion Portfolio Solutions LLC | 137,925 | $5.53M | 0.1% | +3.8% | 0.208% | |
2/9/2024 | SageView Advisory Group LLC | 10,570 | $422K | 0.0% | +11.7% | 0.016% | |
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2/9/2024 | Balboa Wealth Partners | 5,063 | $206K | 0.1% | N/A | 0.008% | |
2/9/2024 | InterOcean Capital Group LLC | 94,379 | $3.84M | 0.1% | -9.3% | 0.142% | |
2/9/2024 | Assetmark Inc. | 535,340 | $21.78M | 0.1% | -5.4% | 0.806% | |
2/9/2024 | Corient Private Wealth LLC | 41,143 | $1.67M | 0.0% | +1.3% | 0.062% | |
2/9/2024 | D.A. Davidson & CO. | 124,560 | $5.07M | 0.0% | +3.0% | 0.188% | |
2/9/2024 | Wells Fargo & Company MN | 2,653,049 | $107.93M | 0.0% | +12.4% | 3.996% | |
2/9/2024 | UBS Group AG | 1,675,816 | $68.17M | 0.0% | -4.6% | 2.524% | |
2/8/2024 | Beacon Pointe Advisors LLC | 14,747 | $600K | 0.0% | -43.6% | 0.022% | |
2/8/2024 | Barings LLC | 232,724 | $9.47M | 0.3% | +91.8% | 0.350% | |
2/8/2024 | KLR Investment Advisors LLC | 10,517 | $428K | 0.3% | +4.8% | 0.016% | |