4/12/2024 | Anderson Hoagland & Co. | 317,395 | $38.98M | 4.4% | +1.3% | 19.353% | |
2/15/2024 | Citadel Advisors LLC | 4,292 | $493K | 0.0% | N/A | 0.262% | |
2/14/2024 | Royal Bank of Canada | 8,337 | $957K | 0.0% | +7.0% | 0.508% | |
2/13/2024 | Envestnet Asset Management Inc. | 266,761 | $30.64M | 0.0% | +3.9% | 16.266% | |
2/12/2024 | Stifel Financial Corp | 7,618 | $875K | 0.0% | N/A | 0.465% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 4,959 | $569K | 0.0% | -3.8% | 0.302% | |
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2/7/2024 | Baron Silver Stevens Financial Advisors LLC | 15,551 | $1.79M | 0.4% | +41.4% | 0.948% | |
2/7/2024 | Principal Securities Inc. | 932 | $107K | 0.0% | N/A | 0.057% | |
2/6/2024 | Great Valley Advisor Group Inc. | 3,612 | $415K | 0.0% | N/A | 0.220% | |
2/3/2024 | Cedar Point Capital Partners LLC | 9,088 | $1.04M | 0.9% | N/A | 0.554% | |
2/2/2024 | Absolute Capital Management LLC | 23,847 | $2.74M | 2.5% | -4.2% | 1.454% | |
2/1/2024 | Parkside Financial Bank & Trust | 972 | $112K | 0.0% | +403.6% | 0.059% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 7,539 | $866K | 0.2% | +19.3% | 0.460% | |
1/31/2024 | Opus Capital Group LLC | 102,778 | $11.80M | 1.9% | -1.0% | 6.267% | |
1/29/2024 | Cassia Capital Partners LLC | 2,279 | $262K | 0.2% | -20.6% | 0.139% | |
1/26/2024 | Geneos Wealth Management Inc. | 27,161 | $3.12M | 0.2% | -9.6% | 1.656% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 11,360 | $1.31M | 0.3% | +86.5% | 0.693% | |
1/23/2024 | UMB Bank n.a. | 62,279 | $7.15M | 0.1% | +3.5% | 3.798% | |
1/23/2024 | Physician Wealth Advisors Inc. | 4,383 | $509K | 0.1% | -17.1% | 0.267% | |
1/17/2024 | Anderson Hoagland & Co. | 313,354 | $35.30M | 4.3% | +18.7% | 19.107% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 5,304 | $609K | 0.0% | N/A | 0.323% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 9,972 | $1.03M | 0.0% | +14.4% | 0.608% | |
11/15/2023 | Royal Bank of Canada | 7,788 | $804K | 0.0% | +9.5% | 0.475% | |
11/15/2023 | Insigneo Advisory Services LLC | 2,304 | $238K | 0.0% | N/A | 0.140% | |
11/13/2023 | LPL Financial LLC | 5,532 | $571K | 0.0% | +5.7% | 0.337% | |
11/13/2023 | Envestnet Asset Management Inc. | 256,758 | $26.51M | 0.0% | -6.1% | 15.656% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 5,155 | $532K | 0.0% | N/A | 0.314% | |
11/9/2023 | UBS Group AG | 3,509 | $362K | 0.0% | -16.1% | 0.214% | |
10/27/2023 | Capital Advisors Ltd. LLC | 351 | $36K | 0.0% | -53.8% | 0.021% | |
10/24/2023 | Bank of New York Mellon Corp | 14,789 | $1.53M | 0.0% | -5.4% | 0.902% | |
10/23/2023 | Commonwealth Equity Services LLC | 33,811 | $3.49M | 0.0% | +1.8% | 2.062% | |
10/20/2023 | Walkner Condon Financial Advisors LLC | 6,090 | $629K | 0.2% | +59.8% | 0.371% | |
10/18/2023 | UMB Bank n.a. | 60,190 | $6.22M | 0.1% | -50.7% | 3.670% | |
10/18/2023 | Private Trust Co. NA | 500 | $52K | 0.0% | +66.7% | 0.030% | |
10/16/2023 | Onyx Bridge Wealth Group LLC | 6,317 | $652K | 0.2% | +24.2% | 0.385% | |
10/16/2023 | Cassia Capital Partners LLC | 2,869 | $296K | 0.2% | -7.1% | 0.175% | |
10/11/2023 | Geneos Wealth Management Inc. | 30,057 | $3.10M | 0.2% | -5.9% | 1.833% | |
10/10/2023 | Anderson Hoagland & Co. | 264,031 | $27.26M | 3.6% | -7.2% | 16.099% | |
10/10/2023 | Physician Wealth Advisors Inc. | 5,284 | $544K | 0.1% | -11.4% | 0.322% | |
8/21/2023 | Osaic Holdings Inc. | 7,834 | $814K | 0.0% | +2.8% | 0.478% | |
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8/15/2023 | Royal Bank of Canada | 7,110 | $739K | 0.0% | +7.6% | 0.434% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 8,713 | $905K | 0.0% | -30.2% | 0.531% | |
8/14/2023 | MML Investors Services LLC | 4,588 | $477K | 0.0% | +12.4% | 0.280% | |
8/10/2023 | Osaic Holdings Inc. | 7,834 | $814K | 0.0% | +2.8% | 0.478% | |
8/10/2023 | Commonwealth Equity Services LLC | 33,204 | $3.45M | 0.0% | +2.4% | 2.025% | |
8/10/2023 | Cetera Advisor Networks LLC | 3,153 | $328K | 0.0% | +6.8% | 0.192% | |
8/8/2023 | Geneos Wealth Management Inc. | 31,940 | $3.32M | 0.2% | +1.7% | 1.948% | |
8/4/2023 | Envestnet Asset Management Inc. | 273,539 | $28.42M | 0.0% | +0.2% | 16.679% | |
8/3/2023 | Bank of New York Mellon Corp | 15,634 | $1.63M | 0.0% | +4.3% | 0.953% | |
7/31/2023 | Opus Capital Group LLC | 103,518 | $10.76M | 1.9% | +13.9% | 5.882% | |
7/31/2023 | LPL Financial LLC | 5,232 | $544K | 0.0% | -2.2% | 0.297% | |
7/28/2023 | Private Trust Co. NA | 300 | $31K | 0.0% | N/A | 0.017% | |
7/27/2023 | Absolute Capital Management LLC | 24,955 | $2.59M | 2.4% | -47.3% | 1.418% | |
7/25/2023 | Onyx Bridge Wealth Group LLC | 5,086 | $528K | 0.1% | N/A | 0.289% | |
7/25/2023 | UMB Bank n.a. | 122,123 | $12.69M | 0.2% | -10.8% | 6.939% | |
7/24/2023 | Baron Silver Stevens Financial Advisors LLC | 10,958 | $1.14M | 0.2% | +34.0% | 0.623% | |
7/21/2023 | Walkner Condon Financial Advisors LLC | 3,810 | $396K | 0.1% | N/A | 0.216% | |
7/7/2023 | Anderson Hoagland & Co. | 284,592 | $29.57M | 3.8% | +3.9% | 16.170% | |
7/5/2023 | Physician Wealth Advisors Inc. | 5,961 | $622K | 0.2% | -5.3% | 0.339% | |
5/17/2023 | Sunbelt Securities Inc. | 319 | $31K | 0.0% | N/A | 0.018% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 12,479 | $1.24M | 0.0% | N/A | 0.709% | |
5/16/2023 | Susquehanna International Group LLP | 2,608 | $258K | 0.0% | -44.6% | 0.148% | |
5/16/2023 | Jane Street Group LLC | 15,104 | $1.50M | 0.0% | +228.7% | 0.858% | |
5/15/2023 | IHT Wealth Management LLC | 4,386 | $435K | 0.0% | N/A | 0.249% | |
5/12/2023 | Stifel Financial Corp | 38,240 | $3.79M | 0.0% | -36.1% | 2.173% | |
5/12/2023 | MML Investors Services LLC | 4,082 | $405K | 0.0% | +7.2% | 0.232% | |
5/12/2023 | Bank of America Corp DE | 1,884 | $187K | 0.0% | +135.5% | 0.107% | |
5/12/2023 | UBS Group AG | 2,397 | $238K | 0.0% | +307.7% | 0.136% | |
5/11/2023 | Envestnet Asset Management Inc. | 273,002 | $27.05M | 0.0% | +0.8% | 15.511% | |
5/11/2023 | Commonwealth Equity Services LLC | 32,440 | $3.21M | 0.0% | +3.6% | 1.843% | |
5/9/2023 | Bank of New York Mellon Corp | 14,983 | $1.49M | 0.0% | +2.3% | 0.851% | |
4/25/2023 | Geneos Wealth Management Inc. | 31,410 | $3.11M | 0.2% | N/A | 1.785% | |
4/25/2023 | Seed Wealth Management Inc. | 7,950 | $788K | 0.9% | -2.0% | 0.452% | |
4/24/2023 | Opus Capital Group LLC | 90,915 | $9.01M | 1.7% | +5.9% | 5.166% | |
4/21/2023 | Cassia Capital Partners LLC | 2,996 | $297K | 0.2% | +18.9% | 0.170% | |
4/20/2023 | Physician Wealth Advisors Inc. | 6,295 | $626K | 0.2% | -26.0% | 0.358% | |
4/18/2023 | Baron Silver Stevens Financial Advisors LLC | 8,176 | $810K | 0.2% | -1.8% | 0.465% | |
4/11/2023 | UMB Bank n.a. | 136,960 | $13.57M | 0.2% | +2.1% | 8.152% | |
4/6/2023 | Anderson Hoagland & Co. | 273,996 | $27.15M | 3.9% | +5.1% | 16.309% | |
2/15/2023 | Jane Street Group LLC | 4,595 | $454K | 0.0% | -75.3% | 0.000% | |
2/15/2023 | Claraphi Advisory Network LLC | 4,776 | $472K | 0.2% | N/A | 0.000% | |
2/15/2023 | First Manhattan Co. | 8,741 | $864K | 0.0% | +722.3% | 0.000% | |
2/14/2023 | Silicon Valley Capital Partners | 14,292 | $1.41M | 0.3% | N/A | 0.000% | |
2/14/2023 | Susquehanna International Group LLP | 4,707 | $465K | 0.0% | N/A | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 8,072 | $799K | 0.0% | -2.1% | 0.000% | |
2/8/2023 | UBS Group AG | 588 | $58K | 0.0% | +40.3% | 0.000% | |
2/8/2023 | St. James Investment Advisors LLC | 830 | $82K | 0.2% | +315.0% | 0.000% | |
2/7/2023 | Modera Wealth Management LLC | 2,059 | $203K | 0.0% | N/A | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 31,306 | $3.09M | 0.0% | -1.2% | 0.000% | |
2/7/2023 | LPL Financial LLC | 15,561 | $1.54M | 0.0% | +309.5% | 0.000% | |
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2/7/2023 | Envestnet Asset Management Inc. | 270,852 | $26.77M | 0.0% | +5.8% | 0.000% | |
2/1/2023 | Absolute Capital Management LLC | 22,100 | $2.18M | 2.4% | N/A | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 10,725 | $1.06M | 0.0% | -8.4% | 0.000% | |
1/31/2023 | Seed Wealth Management Inc. | 8,110 | $802K | 0.9% | N/A | 0.000% | |
1/30/2023 | Baron Silver Stevens Financial Advisors LLC | 8,322 | $822K | 0.2% | N/A | 0.000% | |
1/20/2023 | Anderson Hoagland & Co. | 260,771 | $26.29M | 3.8% | +15.5% | 0.000% | |
1/18/2023 | Opus Capital Group LLC | 85,882 | $8.49M | 1.6% | +10.6% | 0.000% | |
1/10/2023 | UMB Bank n.a. | 134,170 | $13.26M | 0.2% | -6.7% | 0.000% | |
12/8/2022 | Bank of New York Mellon Corp | 15,095 | $1.33M | 0.0% | +5.7% | 0.000% | |
11/16/2022 | Jane Street Group LLC | 18,586 | $1.63M | 0.0% | +26.4% | 0.000% | |