3/22/2024 | PNC Financial Services Group Inc. | 4,325 | $0.23M | 0.0% | +11.6% | 0.023% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 3,939 | $0.21M | 0.0% | -40.3% | 0.021% | |
3/4/2024 | Fortis Group Advisors LLC | 488 | $26K | 0.0% | +100.0% | 0.003% | |
3/1/2024 | Creekmur Asset Management LLC | 1,000 | $53K | 0.0% | N/A | 0.005% | |
2/28/2024 | EP Wealth Advisors LLC | 4,875 | $0.26M | 0.0% | -8.5% | 0.025% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 5,037 | $0.27M | 0.0% | -13.9% | 0.026% | |
|
2/15/2024 | OLD Mission Capital LLC | 24,778 | $1.31M | 0.0% | +85.2% | 0.129% | |
2/15/2024 | Citadel Advisors LLC | 4,948 | $0.26M | 0.0% | -58.5% | 0.026% | |
2/15/2024 | Comerica Bank | 18,987 | $1.01M | 0.0% | -4.1% | 0.099% | |
2/14/2024 | Kestra Advisory Services LLC | 13,491 | $0.72M | 0.0% | +143.4% | 0.070% | |
2/13/2024 | Envestnet Asset Management Inc. | 16,142 | $0.86M | 0.0% | -8.7% | 0.084% | |
2/13/2024 | Cetera Advisor Networks LLC | 154,358 | $8.18M | 0.0% | +0.6% | 0.806% | |
2/12/2024 | Fiduciary Trust Co | 80,563 | $4.27M | 0.1% | -6.5% | 0.420% | |
2/12/2024 | Focus Financial Network Inc. ADV | 35,322 | $1.87M | 0.1% | N/A | 0.184% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 75,273 | $3.99M | 0.1% | +1.9% | 0.393% | |
2/9/2024 | Advisory Services Network LLC | 1,520 | $81K | 0.0% | N/A | 0.008% | |
2/9/2024 | US Bancorp DE | 34,793 | $1.84M | 0.0% | -1.6% | 0.182% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 111,728 | $5.92M | 0.0% | -4.2% | 0.583% | |
2/9/2024 | Wells Fargo & Company MN | 102,062 | $5.41M | 0.0% | -2.5% | 0.533% | |
2/9/2024 | UBS Group AG | 458,899 | $24.33M | 0.0% | -1.1% | 2.395% | |
2/9/2024 | PNC Financial Services Group Inc. | 4,325 | $0.23M | 0.0% | +11.6% | 0.023% | |
2/8/2024 | Financial Advocates Investment Management | 28,436 | $1.51M | 0.1% | -50.2% | 0.148% | |
2/8/2024 | Wade G W & Inc. | 15,239 | $0.81M | 0.0% | -4.4% | 0.080% | |
2/7/2024 | Avantax Advisory Services Inc. | 4,915 | $0.26M | 0.0% | -36.0% | 0.026% | |
2/7/2024 | Johnson Investment Counsel Inc. | 4,204 | $0.22M | 0.0% | N/A | 0.022% | |
2/7/2024 | BNP Paribas Financial Markets | 18,191 | $0.96M | 0.0% | -27.0% | 0.095% | |
2/7/2024 | Great Diamond Partners LLC | 3,934 | $0.21M | 0.1% | N/A | 0.021% | |
2/7/2024 | Kovitz Investment Group Partners LLC | 44,371 | $2.35M | 0.0% | -1.4% | 0.232% | |
2/7/2024 | Principal Securities Inc. | 2,678 | $0.14M | 0.0% | N/A | 0.014% | |
2/6/2024 | Private Advisor Group LLC | 5,415 | $0.29M | 0.0% | +21.5% | 0.028% | |
2/6/2024 | National Bank of Canada FI | 63,996 | $3.35M | 0.0% | -70.8% | 0.334% | |
2/6/2024 | Millburn Ridgefield Corp | 1,743 | $92K | 0.0% | N/A | 0.009% | |
2/6/2024 | Concord Wealth Partners | 27,907 | $1.48M | 0.3% | -24.3% | 0.146% | |
2/5/2024 | Choreo LLC | 4,054 | $0.22M | 0.0% | N/A | 0.021% | |
2/5/2024 | Conservest Capital Advisors Inc. | 581,503 | $30.82M | 3.3% | +2.1% | 3.035% | |
2/2/2024 | Addison Advisors LLC | 79,887 | $4.24M | 1.6% | +3.5% | 0.417% | |
2/2/2024 | Gould Asset Management LLC CA | 5,250 | $0.28M | 0.1% | -3.8% | 0.027% | |
2/2/2024 | Atria Wealth Solutions Inc. | 16,320 | $0.87M | 0.0% | +46.8% | 0.085% | |
2/1/2024 | Weatherly Asset Management L. P. | 483,834 | $25.65M | 2.8% | +0.3% | 2.525% | |
2/1/2024 | Prism Advisors Inc. | 243,755 | $12.92M | 4.2% | +3.1% | 1.272% | |
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2/1/2024 | Sigma Planning Corp | 4,308 | $0.23M | 0.0% | -60.3% | 0.022% | |
1/30/2024 | Phoenix Wealth Advisors | 7,041 | $0.37M | 0.3% | +10.9% | 0.037% | |
1/29/2024 | Simplicity Solutions LLC | 66,134 | $3.51M | 0.1% | +3.0% | 0.345% | |
1/29/2024 | Perigon Wealth Management LLC | 11,304 | $0.60M | 0.0% | -3.6% | 0.059% | |
1/29/2024 | Money Design Co. Ltd. | 130,282 | $6.91M | 0.4% | -28.1% | 0.680% | |
1/26/2024 | Cerity Partners LLC | 11,154 | $0.59M | 0.0% | N/A | 0.058% | |
1/25/2024 | RFG Advisory LLC | 4,250 | $0.23M | 0.0% | N/A | 0.022% | |
1/25/2024 | International Assets Investment Management LLC | 94,990 | $5.04M | 0.0% | N/A | 0.496% | |
1/25/2024 | Bleakley Financial Group LLC | 66,134 | $3.51M | 0.1% | +3.0% | 0.345% | |
1/25/2024 | Joel Isaacson & Co. LLC | 4,000 | $0.21M | 0.0% | N/A | 0.021% | |
1/24/2024 | Stratos Wealth Partners LTD. | 65,245 | $3.46M | 0.1% | N/A | 0.341% | |
1/24/2024 | Comprehensive Financial Consultants Institutional Inc. | 11,357 | $0.60M | 0.3% | -1.7% | 0.059% | |
1/22/2024 | Baron Financial Group LLC | 97,180 | $5.15M | 3.3% | -0.9% | 0.507% | |
1/19/2024 | AdvisorNet Financial Inc | 1,000 | $53K | 0.0% | N/A | 0.005% | |
1/18/2024 | Transform Wealth LLC | 7,712 | $0.41M | 0.0% | +3.9% | 0.040% | |
1/18/2024 | Washington Trust Advisors Inc. | 5,433 | $0.29M | 0.0% | -8.5% | 0.028% | |
1/17/2024 | Bridge Advisory LLC | 21,800 | $1.16M | 0.6% | -18.2% | 0.114% | |
1/17/2024 | Fiduciary Alliance LLC | 32,144 | $1.70M | 0.3% | -2.1% | 0.168% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 30,265 | $1.60M | 0.0% | +2.3% | 0.158% | |
1/16/2024 | CVA Family Office LLC | 800 | $42K | 0.0% | N/A | 0.004% | |
1/16/2024 | Raymond James & Associates | 80,716 | $4.28M | 0.0% | +89.6% | 0.421% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 26,856 | $1.42M | 0.1% | +3.6% | 0.140% | |
1/8/2024 | First Affirmative Financial Network | 39,199 | $2.08M | 1.7% | -2.2% | 0.205% | |
12/6/2023 | Citigroup Inc. | 3,805 | $0.18M | 0.0% | +24.5% | 0.020% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 6,597 | $0.31M | 0.0% | -4.1% | 0.034% | |
11/24/2023 | EP Wealth Advisors LLC | 5,325 | $0.25M | 0.0% | -27.6% | 0.028% | |
11/21/2023 | Comerica Bank | 19,804 | $0.92M | 0.0% | N/A | 0.103% | |
11/21/2023 | Tompkins Financial Corp | 2,000 | $93K | 0.0% | -16.7% | 0.010% | |
11/16/2023 | Resources Management Corp CT ADV | 1,750 | $81K | 0.0% | N/A | 0.009% | |
11/16/2023 | Creative Planning | 11,551 | $0.54M | 0.0% | +32.7% | 0.060% | |
11/16/2023 | Morgan Stanley | 1,262,241 | $58.72M | 0.0% | +1.7% | 6.588% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 5,851 | $0.27M | 0.0% | N/A | 0.031% | |
11/15/2023 | Baker Avenue Asset Management LP | 1,500 | $70K | 0.0% | N/A | 0.008% | |
11/15/2023 | Royal Bank of Canada | 61,501 | $2.86M | 0.0% | -8.8% | 0.321% | |
11/15/2023 | Key Client Fiduciary Advisors LLC | 8,604 | $0.40M | 0.2% | +4.9% | 0.045% | |
11/15/2023 | Ameriprise Financial Inc. | 204,587 | $9.51M | 0.0% | -0.4% | 1.068% | |
11/14/2023 | Jones Financial Companies Lllp | 1,704 | $79K | 0.0% | N/A | 0.009% | |
11/13/2023 | Stifel Financial Corp | 8,538 | $0.40M | 0.0% | -8.4% | 0.045% | |
11/13/2023 | LPL Financial LLC | 105,058 | $4.89M | 0.0% | -4.4% | 0.548% | |
11/13/2023 | FMR LLC | 5,339 | $0.25M | 0.0% | +8.5% | 0.028% | |
11/13/2023 | Envestnet Asset Management Inc. | 17,679 | $0.82M | 0.0% | -17.4% | 0.092% | |
11/13/2023 | Kestra Advisory Services LLC | 5,542 | $0.26M | 0.0% | -5.2% | 0.029% | |
11/13/2023 | FCA Corp TX | 57,000 | $2.65M | 0.9% | +2.4% | 0.297% | |
11/9/2023 | Citigroup Inc. | 3,805 | $0.18M | 0.0% | +24.5% | 0.020% | |
11/9/2023 | Kovitz Investment Group Partners LLC | 45,013 | $2.09M | 0.0% | +1.4% | 0.235% | |
11/9/2023 | UBS Group AG | 463,806 | $21.58M | 0.0% | +4.2% | 2.421% | |
11/8/2023 | Wade G W & Inc. | 15,939 | $0.74M | 0.0% | +3.9% | 0.083% | |
11/8/2023 | HighTower Advisors LLC | 55,246 | $2.57M | 0.0% | N/A | 0.288% | |
11/8/2023 | Janney Montgomery Scott LLC | 7,634 | $0.36M | 0.0% | +3.2% | 0.040% | |
11/8/2023 | Atria Wealth Solutions Inc. | 11,115 | $0.52M | 0.0% | -2.2% | 0.058% | |
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11/8/2023 | Exencial Wealth Advisors LLC | 11,123 | $0.52M | 0.0% | -2.5% | 0.058% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 9,003 | $0.42M | 0.0% | -60.7% | 0.047% | |
11/8/2023 | Avantax Advisory Services Inc. | 7,681 | $0.36M | 0.0% | +12.9% | 0.040% | |
11/8/2023 | Kestra Private Wealth Services LLC | 9,323 | $0.43M | 0.0% | +16.8% | 0.049% | |
11/7/2023 | Conservest Capital Advisors Inc. | 569,543 | $26.50M | 3.2% | +0.6% | 2.973% | |
11/7/2023 | Addison Advisors LLC | 77,172 | $3.59M | 1.6% | +4.9% | 0.403% | |
10/30/2023 | Money Design Co. Ltd. | 181,247 | $8.43M | 0.5% | -13.5% | 0.946% | |
10/27/2023 | Financial Advocates Investment Management | 57,132 | $2.66M | 0.2% | -3.2% | 0.298% | |
10/27/2023 | TIAA Trust National Association | 9,223 | $0.43M | 0.0% | N/A | 0.048% | |
10/26/2023 | Park Avenue Securities LLC | 12,034 | $0.56M | 0.0% | +11.4% | 0.063% | |