3/1/2024 | Goldman Sachs Group Inc. | 488,873 | $51.63M | 0.0% | +484.6% | 3.822% | |
2/14/2024 | Watchman Group Inc. | 212,533 | $22.45M | 7.4% | N/A | 1.662% | |
2/14/2024 | Valley Financial Group Inc. | 15,031 | $1.59M | 1.2% | N/A | 0.118% | |
2/12/2024 | Fiduciary Trust Co | 24,255 | $2.56M | 0.0% | -18.8% | 0.190% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,064 | $429K | 0.0% | N/A | 0.032% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 3,577 | $378K | 0.0% | -9.4% | 0.028% | |
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2/9/2024 | Orion Portfolio Solutions LLC | 4,416 | $467K | 0.0% | +108.3% | 0.035% | |
2/9/2024 | AWM Capital LLC | 349,597 | $36.92M | 6.8% | -5.4% | 2.733% | |
2/9/2024 | UBS Group AG | 425,071 | $44.89M | 0.0% | -6.5% | 3.323% | |
2/8/2024 | Financial Advocates Investment Management | 4,512 | $476K | 0.0% | -66.5% | 0.035% | |
2/8/2024 | Ceera Investments LLC | 2,473 | $261K | 0.1% | +24.4% | 0.019% | |
2/8/2024 | Core Wealth Partners LLC | 23,245 | $2.46M | 2.0% | -9.1% | 0.182% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 12,733 | $1.35M | 0.1% | -2.6% | 0.100% | |
2/7/2024 | Wrapmanager Inc. | 19,433 | $2.05M | 0.6% | -27.6% | 0.152% | |
2/6/2024 | EdgeRock Capital LLC | 16,718 | $1.77M | 1.3% | N/A | 0.131% | |
2/6/2024 | Private Advisor Group LLC | 283,293 | $29.92M | 0.2% | +18.2% | 2.215% | |
2/6/2024 | Avidian Wealth Solutions LLC | 3,879 | $410K | 0.0% | -17.5% | 0.030% | |
2/6/2024 | Power Wealth Management LLC | 35,313 | $3.73M | 2.6% | N/A | 0.276% | |
2/6/2024 | Commonwealth Equity Services LLC | 256,228 | $27.06M | 0.0% | -6.1% | 2.003% | |
2/6/2024 | Johnson Financial Group LLC | 2,500 | $264K | 0.0% | -58.3% | 0.020% | |
2/2/2024 | Truist Financial Corp | 61,466 | $6.49M | 0.0% | -19.0% | 0.481% | |
2/2/2024 | Kovack Advisors Inc. | 2,500 | $264K | 0.0% | N/A | 0.020% | |
2/2/2024 | Atria Wealth Solutions Inc. | 9,364 | $989K | 0.0% | +3.9% | 0.073% | |
2/1/2024 | Telemus Capital LLC | 37,892 | $4.00M | 0.3% | +13.2% | 0.296% | |
1/31/2024 | HTLF Bank | 55,312 | $5.84M | 0.7% | N/A | 0.432% | |
1/31/2024 | Dock Street Asset Management Inc. | 186,882 | $19.74M | 3.1% | -7.8% | 1.461% | |
1/30/2024 | ACT Advisors LLC. | 4,742 | $501K | 0.3% | N/A | 0.037% | |
1/29/2024 | Valeo Financial Advisors LLC | 13,572 | $1.43M | 0.1% | N/A | 0.106% | |
1/24/2024 | Stratos Wealth Partners LTD. | 128,995 | $13.62M | 0.3% | +7.6% | 1.009% | |
1/24/2024 | Private Trust Co. NA | 1,734 | $183K | 0.0% | +91.6% | 0.014% | |
1/23/2024 | Venturi Wealth Management LLC | 5,945 | $628K | 0.0% | -58.5% | 0.046% | |
1/23/2024 | CPR Investments Inc. | 14,491 | $1.53M | 1.5% | N/A | 0.113% | |
1/22/2024 | Pinnacle Financial Partners Inc | 98,550 | $10.41M | 0.2% | N/A | 0.771% | |
1/22/2024 | Secure Asset Management LLC | 3,327 | $351K | 0.1% | -40.8% | 0.026% | |
1/19/2024 | IRON Financial LLC | 11,049 | $1.17M | 0.7% | -34.3% | 0.086% | |
1/19/2024 | PFG Advisors | 4,658 | $492K | 0.0% | +50.5% | 0.036% | |
1/18/2024 | Global Retirement Partners LLC | 6,359 | $673K | 0.0% | +9,534.8% | 0.050% | |
1/17/2024 | IFG Advisory LLC | 62,740 | $6.63M | 0.5% | +43.5% | 0.491% | |
1/12/2024 | Mutual Advisors LLC | 4,227 | $446K | 0.0% | +16.8% | 0.033% | |
1/11/2024 | Brookstone Capital Management | 275,880 | $29.13M | 0.6% | +4.3% | 2.157% | |
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1/11/2024 | Ausdal Financial Partners Inc. | 2,856 | $302K | 0.0% | -78.3% | 0.022% | |
11/16/2023 | Titan Capital Management LLC TX | 140,454 | $14.82M | 20.0% | +11.8% | 1.098% | |
11/16/2023 | VitalStone Financial LLC | 1,345 | $142K | 0.1% | N/A | 0.011% | |
11/16/2023 | Belpointe Asset Management LLC | 2,545 | $269K | 0.0% | +4.0% | 0.020% | |
11/14/2023 | SMI Advisory Services LLC | 9,786 | $1.04M | 0.4% | N/A | 0.077% | |
11/14/2023 | Mutual Advisors LLC | 3,618 | $382K | 0.0% | -37.0% | 0.028% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 13,075 | $1.38M | 0.1% | -17.6% | 0.102% | |
11/13/2023 | Mariner LLC | 19,401 | $2.05M | 0.0% | -20.4% | 0.152% | |
11/13/2023 | LPL Financial LLC | 760,648 | $80.25M | 0.1% | +5.8% | 5.947% | |
11/13/2023 | Envestnet Asset Management Inc. | 33,172 | $3.50M | 0.0% | +5.7% | 0.259% | |
11/13/2023 | PNC Financial Services Group Inc. | 1,417,091 | $149.50M | 0.1% | +72.1% | 11.080% | |
11/9/2023 | UBS Group AG | 454,689 | $47.97M | 0.0% | +25.2% | 3.555% | |
11/8/2023 | HighTower Advisors LLC | 104,393 | $11.01M | 0.0% | +472.2% | 0.816% | |
11/8/2023 | Atria Wealth Solutions Inc. | 9,009 | $950K | 0.0% | -23.7% | 0.070% | |
11/8/2023 | Keybank National Association OH | 2,990 | $315K | 0.0% | -14.6% | 0.023% | |
11/7/2023 | AWM Capital LLC | 369,404 | $38.97M | 7.9% | +75.6% | 2.888% | |
11/7/2023 | Johnson Financial Group LLC | 6,000 | $633K | 0.1% | -25.0% | 0.047% | |
11/7/2023 | Savant Capital LLC | 2,022 | $213K | 0.0% | -19.2% | 0.016% | |
11/6/2023 | Wrapmanager Inc. | 26,838 | $2.83M | 0.9% | -50.4% | 0.210% | |
11/3/2023 | Private Advisor Group LLC | 239,675 | $25.29M | 0.2% | +26.9% | 1.874% | |
11/2/2023 | Venturi Wealth Management LLC | 14,329 | $1.51M | 0.1% | N/A | 0.112% | |
11/1/2023 | Orion Portfolio Solutions LLC | 2,120 | $224K | 0.0% | -49.4% | 0.017% | |
10/31/2023 | IRON Financial LLC | 16,829 | $1.78M | 1.0% | -2.8% | 0.132% | |
10/30/2023 | Win Advisors Inc. | 14,383 | $1.52M | 0.7% | N/A | 0.112% | |
10/30/2023 | Dock Street Asset Management Inc. | 202,765 | $21.39M | 3.7% | -8.1% | 1.585% | |
10/27/2023 | Financial Advocates Investment Management | 13,462 | $1.42M | 0.1% | +15.5% | 0.105% | |
10/27/2023 | Dubuque Bank & Trust Co | 27,636 | $2.92M | 0.4% | -8.7% | 0.216% | |
10/25/2023 | Telemus Capital LLC | 33,483 | $3.53M | 0.3% | -67.4% | 0.262% | |
10/24/2023 | Stratos Wealth Partners LTD. | 119,911 | $12.65M | 0.3% | +17.6% | 0.938% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 8,103 | $855K | 0.0% | +6.9% | 0.063% | |
10/23/2023 | Commonwealth Equity Services LLC | 272,744 | $28.78M | 0.1% | +7.1% | 2.132% | |
10/20/2023 | Brookstone Capital Management | 264,529 | $27.99M | 0.6% | +32.9% | 2.068% | |
10/18/2023 | Secure Asset Management LLC | 5,624 | $593K | 0.2% | -15.6% | 0.044% | |
10/18/2023 | Advisory Alpha LLC | 2,318 | $245K | 0.0% | N/A | 0.018% | |
10/17/2023 | Impact Partnership Wealth LLC | 691 | $73K | 0.0% | N/A | 0.005% | |
10/13/2023 | PFG Advisors | 3,095 | $326K | 0.0% | -27.7% | 0.024% | |
10/13/2023 | Avidian Wealth Solutions LLC | 4,700 | $496K | 0.0% | -65.8% | 0.037% | |
10/12/2023 | IFP Advisors Inc | 38,574 | $4.07M | 0.2% | +229.0% | 0.302% | |
10/11/2023 | Geneos Wealth Management Inc. | 900 | $95K | 0.0% | -40.0% | 0.007% | |
10/11/2023 | AE Wealth Management LLC | 2,307 | $243K | 0.0% | N/A | 0.018% | |
9/13/2023 | AWM Capital LLC | 210,328 | $22.18M | 5.4% | +32.8% | 1.644% | |
8/14/2023 | IFP Advisors Inc | 11,723 | $1.24M | 0.1% | +0.8% | 0.092% | |
8/11/2023 | Renaissance Technologies LLC | 215,100 | $22.69M | 0.0% | +89.5% | 1.682% | |
8/11/2023 | PNC Financial Services Group Inc. | 823,442 | $86.85M | 0.1% | +122.9% | 6.438% | |
8/10/2023 | Commonwealth Equity Services LLC | 254,713 | $26.87M | 0.1% | +4.6% | 1.992% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 15,862 | $1.67M | 0.1% | +4.1% | 0.124% | |
8/10/2023 | Titan Capital Management LLC TX | 125,606 | $13.25M | 14.4% | -3.3% | 0.982% | |
8/10/2023 | Private Advisor Group LLC | 188,938 | $19.93M | 0.2% | +20.1% | 1.477% | |
8/10/2023 | Cetera Advisor Networks LLC | 10,355 | $1.09M | 0.0% | -26.0% | 0.081% | |
8/9/2023 | Flow Traders U.S. LLC | 13,614 | $1.44M | 0.1% | N/A | 0.106% | |
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8/8/2023 | Wrapmanager Inc. | 54,137 | $5.71M | 1.8% | -8.1% | 0.423% | |
8/4/2023 | Envestnet Asset Management Inc. | 31,373 | $3.31M | 0.0% | -4.4% | 0.248% | |
8/4/2023 | Ceera Investments LLC | 2,473 | $261K | 0.2% | N/A | 0.020% | |
8/4/2023 | IFP Advisors Inc | 11,723 | $1.24M | 0.1% | +0.8% | 0.093% | |
8/3/2023 | Atria Wealth Solutions Inc. | 11,807 | $1.25M | 0.0% | +25.2% | 0.093% | |
8/3/2023 | Avidian Wealth Solutions LLC | 13,754 | $1.45M | 0.1% | -94.7% | 0.109% | |
8/2/2023 | Bank of Montreal Can | 5,800 | $613K | 0.0% | N/A | 0.046% | |
8/1/2023 | Truist Financial Corp | 63,420 | $6.69M | 0.0% | +18.8% | 0.501% | |
8/1/2023 | Fiduciary Trust Co. | 29,872 | $3.15M | 0.1% | N/A | 0.236% | |
7/31/2023 | LPL Financial LLC | 718,915 | $75.82M | 0.1% | -12.6% | 5.674% | |