4/22/2024 | Raymond James & Associates | 377,044 | $11.75M | 0.0% | +13.6% | 0.197% | |
4/22/2024 | Shikiar Asset Management Inc. | 481,365 | $15.00M | 4.4% | -11.3% | 0.251% | |
4/22/2024 | GraniteShares Advisors LLC | 61,403 | $1.91M | 1.0% | +14.6% | 0.032% | |
4/19/2024 | Cornerstone Wealth Management LLC | 42,942 | $1.34M | 0.1% | +13.2% | 0.022% | |
4/19/2024 | Monument Capital Management | 13,363 | $416K | 0.1% | -4.0% | 0.007% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 333,579 | $10.39M | 0.0% | -9.7% | 0.174% | |
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4/18/2024 | Naviter Wealth LLC | 104,418 | $3.33M | 0.5% | N/A | 0.054% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 166,394 | $5.18M | 0.0% | +15.6% | 0.087% | |
4/18/2024 | MGO Private Wealth LLC | 111,351 | $3.47M | 2.2% | -2.1% | 0.058% | |
4/18/2024 | LVW Advisors LLC | 7,000 | $218K | 0.0% | N/A | 0.004% | |
4/18/2024 | SteelPeak Wealth LLC | 9,170 | $286K | 0.0% | N/A | 0.005% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 127,887 | $3.98M | 0.2% | +4.3% | 0.067% | |
4/16/2024 | Register Financial Advisors LLC | 47,548 | $1.48M | 0.8% | +236.7% | 0.025% | |
4/16/2024 | Pasadena Private Wealth LLC | 15,535 | $484K | 0.1% | +4.9% | 0.008% | |
4/15/2024 | Cascade Wealth Advisors Inc | 71,686 | $2.19M | 1.9% | N/A | 0.037% | |
4/15/2024 | Sovereign Financial Group Inc. | 7,586 | $236K | 0.1% | N/A | 0.004% | |
4/15/2024 | Future Financial Wealth Managment LLC | 3,500 | $109K | 0.1% | N/A | 0.002% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 12,247 | $381K | 0.0% | +43.0% | 0.006% | |
4/15/2024 | Columbia Advisory Partners LLC | 34,499 | $1.08M | 1.1% | +24.0% | 0.018% | |
4/12/2024 | Financial Synergies Wealth Advisors Inc. | 11,542 | $360K | 0.0% | N/A | 0.006% | |
4/12/2024 | Global Assets Advisory LLC | 27,711 | $900K | 0.0% | N/A | 0.014% | |
4/11/2024 | Cooper Financial Group | 15,726 | $490K | 0.1% | +16.0% | 0.008% | |
4/10/2024 | Park Avenue Securities LLC | 8,773 | $273K | 0.0% | +14.0% | 0.005% | |
4/9/2024 | Destiny Wealth Partners LLC | 358,970 | $11.18M | 2.0% | +7.1% | 0.187% | |
4/3/2024 | Campbell Capital Management Inc. | 20,000 | $623K | 0.3% | N/A | 0.010% | |
4/1/2024 | Confluence Investment Management LLC | 188,309 | $5.87M | 0.1% | N/A | 0.098% | |
3/26/2024 | Fairman Group LLC | 2,972 | $84K | 0.1% | N/A | 0.002% | |
3/25/2024 | Quadrature Capital Ltd | 65,414 | $1.81M | 0.0% | +11.4% | 0.034% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 71,002 | $2.02M | 0.1% | -14.4% | 0.037% | |
3/12/2024 | PVG Asset Management Corp | 7,489 | $207K | 1.0% | N/A | 0.004% | |
3/1/2024 | Creekmur Asset Management LLC | 8,668 | $240K | 0.1% | N/A | 0.005% | |
2/15/2024 | Chilton Investment Co. Inc. | 79,966 | $2.21M | 0.1% | -7.6% | 0.046% | |
2/14/2024 | LM Advisors LLC | 30,082 | $831K | 0.2% | N/A | 0.017% | |
2/14/2024 | Creative Planning | 2,128,236 | $58.82M | 0.1% | -4.6% | 1.226% | |
2/14/2024 | Icon Wealth Advisors LLC | 54,370 | $1.50M | 0.2% | N/A | 0.031% | |
2/14/2024 | Muzinich & Co. Inc. | 369,231 | $10.21M | 6.8% | -0.5% | 0.213% | |
2/14/2024 | Quadrature Capital Ltd | 65,414 | $1.81M | 0.0% | +11.4% | 0.038% | |
2/14/2024 | Security National Bank | 2,635 | $73K | 0.0% | N/A | 0.002% | |
2/14/2024 | Waterloo Capital L.P. | 64,288 | $1.78M | 0.3% | N/A | 0.037% | |
2/13/2024 | 1832 Asset Management L.P. | 953,800 | $26.36M | 0.0% | +19.2% | 0.549% | |
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2/13/2024 | Bard Associates Inc. | 98,934 | $2.81M | 1.1% | -0.8% | 0.057% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 67,908 | $1.88M | 0.9% | -1.3% | 0.039% | |
2/13/2024 | Rathbones Group PLC | 35,000 | $967K | 0.0% | N/A | 0.020% | |
2/12/2024 | Evoke Wealth LLC | 16,319 | $464K | 0.0% | +82.9% | 0.009% | |
2/12/2024 | Stifel Financial Corp | 290,831 | $8.04M | 0.0% | +31.4% | 0.167% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 109,656 | $3.03M | 0.0% | +9.3% | 0.063% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 135,314 | $3.74M | 0.3% | +135.2% | 0.078% | |
2/12/2024 | IPG Investment Advisors LLC | 11,000 | $313K | 0.1% | -5.2% | 0.006% | |
2/12/2024 | Bernzott Capital Advisors | 176,254 | $4.87M | 1.9% | +17.1% | 0.101% | |
2/12/2024 | Parallel Advisors LLC | 8,524 | $236K | 0.0% | +9.0% | 0.005% | |
2/12/2024 | Chesapeake Capital Corp IL | 38,795 | $1.07M | 0.8% | N/A | 0.022% | |
2/12/2024 | Cape Investment Advisory Inc. | 2,344 | $65K | 0.0% | N/A | 0.001% | |
2/9/2024 | Nomura Asset Management Co. Ltd. | 4,821,617 | $133.27M | 0.6% | -5.9% | 2.777% | |
2/9/2024 | Advisory Services Network LLC | 8,498 | $235K | 0.0% | -59.0% | 0.005% | |
2/9/2024 | AXS Investments LLC | 10,000 | $276K | 0.1% | N/A | 0.006% | |
2/9/2024 | Hohimer Wealth Management LLC | 39,892 | $1.10M | 0.3% | +13.0% | 0.023% | |
2/9/2024 | Trexquant Investment LP | 7,554 | $209K | 0.0% | -9.3% | 0.004% | |
2/9/2024 | Corient Private Wealth LLC | 19,981 | $552K | 0.0% | +18.0% | 0.012% | |
2/9/2024 | Wells Fargo & Company MN | 549,662 | $15.19M | 0.0% | +85.6% | 0.317% | |
2/9/2024 | Mckinley Capital Management LLC | 352,953 | $9.76M | 1.3% | +4.5% | 0.203% | |
2/9/2024 | UBS Group AG | 842,540 | $23.29M | 0.0% | +28.5% | 0.485% | |
2/8/2024 | Royal Harbor Partners LLC | 89,903 | $2.49M | 1.2% | -66.3% | 0.052% | |
2/8/2024 | Brown Advisory Inc. | 43,174 | $1.19M | 0.0% | +5.5% | 0.025% | |
2/8/2024 | Texas Capital Bank Wealth Management Services Inc | 10,000 | $276K | 0.0% | -66.7% | 0.006% | |
2/8/2024 | Great Lakes Advisors LLC | 28,745 | $795K | 0.0% | N/A | 0.017% | |
2/8/2024 | Beacon Pointe Advisors LLC | 28,579 | $790K | 0.0% | -4.8% | 0.016% | |
2/8/2024 | Janney Montgomery Scott LLC | 136,210 | $3.77M | 0.0% | +14.4% | 0.078% | |
2/8/2024 | Nicholas Investment Partners LP | 127,555 | $3.53M | 0.4% | -4.2% | 0.073% | |
2/7/2024 | Avantax Advisory Services Inc. | 16,675 | $461K | 0.0% | +23.6% | 0.010% | |
2/7/2024 | Jump Financial LLC | 74,688 | $2.06M | 0.1% | +15.1% | 0.043% | |
2/7/2024 | Principal Street Partners LLC | 29,651 | $820K | 0.2% | -50.0% | 0.017% | |
2/7/2024 | Ethos Financial Group LLC | 46,427 | $1.31M | 0.3% | +8.3% | 0.027% | |
2/7/2024 | Karpas Strategies LLC | 108,938 | $3.01M | 1.0% | +0.6% | 0.063% | |
2/6/2024 | Everpar Advisors LLC | 27,923 | $772K | 0.4% | N/A | 0.016% | |
2/6/2024 | Private Advisor Group LLC | 29,249 | $808K | 0.0% | +21.7% | 0.017% | |
2/6/2024 | Avidian Wealth Solutions LLC | 24,192 | $669K | 0.0% | +20.3% | 0.014% | |
2/6/2024 | Resolute Wealth Strategies LLC | 233,832 | $6.46M | 4.4% | +1.3% | 0.135% | |
2/6/2024 | Garnet Equity Capital Holdings Inc. | 200,000 | $5.53M | 1.7% | +66.7% | 0.115% | |
2/6/2024 | Summit Global Investments | 50,714 | $1.40M | 0.1% | -1.0% | 0.029% | |
2/5/2024 | Triumph Capital Management | 32,864 | $908K | 0.4% | +36.9% | 0.019% | |
2/5/2024 | Van ECK Associates Corp | 1,340,394 | $37.05M | 0.1% | +13.5% | 0.772% | |
2/5/2024 | Guyasuta Investment Advisors Inc. | 31,400 | $868K | 0.1% | +1.6% | 0.018% | |
2/5/2024 | Choreo LLC | 26,055 | $720K | 0.0% | N/A | 0.015% | |
2/5/2024 | Fiduciary Group LLC | 20,346 | $562K | 0.1% | +20.3% | 0.012% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 56,538 | $1.56M | 0.4% | -4.6% | 0.033% | |
2/5/2024 | Transcend Capital Advisors LLC | 410,792 | $11.35M | 1.0% | +1.9% | 0.237% | |
2/2/2024 | Fountainhead AM LLC | 15,874 | $439K | 0.1% | N/A | 0.009% | |
2/1/2024 | Monument Capital Management | 13,919 | $385K | 0.1% | -5.7% | 0.008% | |
2/1/2024 | Shikiar Asset Management Inc. | 542,810 | $15.00M | 4.6% | +25.1% | 0.313% | |
2/1/2024 | Signaturefd LLC | 7,612 | $210K | 0.0% | +90.3% | 0.004% | |
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1/31/2024 | abrdn plc | 57,497 | $1.59M | 0.0% | +41.5% | 0.033% | |
1/31/2024 | Kraft Davis & Associates LLC | 8,135 | $232K | 0.1% | N/A | 0.005% | |
1/31/2024 | Institute for Wealth Management LLC. | 49,278 | $1.36M | 0.2% | +31.4% | 0.028% | |
1/31/2024 | HTLF Bank | 98,288 | $2.72M | 0.3% | N/A | 0.057% | |
1/31/2024 | Tranquility Partners LLC | 323,105 | $8.93M | 3.7% | -1.8% | 0.186% | |
1/30/2024 | GraniteShares Advisors LLC | 53,591 | $1.48M | 1.3% | N/A | 0.031% | |
1/30/2024 | Crescent Grove Advisors LLC | 63,960 | $1.82M | 0.2% | -12.1% | 0.037% | |
1/30/2024 | Bison Wealth LLC | 140,658 | $3.89M | 0.7% | -1.3% | 0.081% | |
1/30/2024 | Sumitomo Mitsui Trust Holdings Inc. | 369,231 | $10.21M | 0.0% | -0.5% | 0.213% | |
1/29/2024 | Simplicity Solutions LLC | 22,822 | $631K | 0.0% | N/A | 0.013% | |