3/22/2024 | PNC Financial Services Group Inc. | 4,433 | $0.16M | 0.0% | -16.6% | 0.030% | |
2/27/2024 | Counterweight Ventures LLC | 9,675 | $0.34M | 0.3% | N/A | 0.066% | |
2/26/2024 | Virtu Financial LLC | 5,814 | $0.21M | 0.0% | N/A | 0.040% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 18,331 | $0.65M | 0.4% | N/A | 0.125% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 28,524 | $1.01M | 0.0% | +13.7% | 0.195% | |
2/15/2024 | Baker Avenue Asset Management LP | 66,527 | $2.37M | 0.1% | +9.5% | 0.454% | |
|
2/15/2024 | OLD Mission Capital LLC | 63,872 | $2.27M | 0.0% | -47.1% | 0.436% | |
2/15/2024 | Freedom Investment Management Inc. | 27,379 | $0.97M | 0.1% | -11.2% | 0.187% | |
2/15/2024 | Citadel Advisors LLC | 23,009 | $0.82M | 0.0% | -56.2% | 0.157% | |
2/15/2024 | Comerica Bank | 30,906 | $1.10M | 0.0% | +9.8% | 0.211% | |
2/14/2024 | Royal Bank of Canada | 120,137 | $4.27M | 0.0% | -26.7% | 0.820% | |
2/14/2024 | Kestra Advisory Services LLC | 13,012 | $0.46M | 0.0% | -4.2% | 0.089% | |
2/14/2024 | Creative Planning | 5,979 | $0.21M | 0.0% | N/A | 0.041% | |
2/13/2024 | Envestnet Asset Management Inc. | 187,931 | $6.68M | 0.0% | -15.2% | 1.283% | |
2/13/2024 | Cetera Advisor Networks LLC | 29,675 | $1.06M | 0.0% | -1.7% | 0.203% | |
2/12/2024 | Stifel Financial Corp | 138,173 | $4.91M | 0.0% | +3.3% | 0.943% | |
2/12/2024 | Parallel Advisors LLC | 45,791 | $1.63M | 0.0% | -34.8% | 0.313% | |
2/12/2024 | Beta Wealth Group Inc. | 6,392 | $0.23M | 0.1% | -29.4% | 0.044% | |
2/9/2024 | US Bancorp DE | 22,020 | $0.78M | 0.0% | -68.9% | 0.150% | |
2/9/2024 | Assetmark Inc. | 361,266 | $12.84M | 0.0% | -4.9% | 2.466% | |
2/9/2024 | D.A. Davidson & CO. | 14,012 | $0.50M | 0.0% | +21.6% | 0.096% | |
2/9/2024 | Wells Fargo & Company MN | 294,463 | $10.47M | 0.0% | -5.2% | 2.010% | |
2/9/2024 | Balentine LLC | 11,432 | $0.41M | 0.0% | +492.9% | 0.078% | |
2/9/2024 | UBS Group AG | 734,149 | $26.10M | 0.0% | +2.7% | 5.011% | |
2/9/2024 | PNC Financial Services Group Inc. | 4,433 | $0.16M | 0.0% | -16.6% | 0.030% | |
2/8/2024 | Janney Montgomery Scott LLC | 55,144 | $1.96M | 0.0% | -17.5% | 0.376% | |
2/7/2024 | Mount Lucas Management LP | 69,314 | $2.46M | 0.7% | -3.8% | 0.473% | |
2/7/2024 | Arcadia Investment Management Corp MI | 1,300 | $46K | 0.0% | -23.0% | 0.009% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 228,211 | $8.11M | 0.3% | +1.0% | 1.558% | |
2/6/2024 | Private Advisor Group LLC | 53,648 | $1.91M | 0.0% | -22.1% | 0.366% | |
2/6/2024 | National Bank of Canada FI | 4,146 | $0.15M | 0.0% | -6.8% | 0.028% | |
2/6/2024 | Concord Wealth Partners | 104,852 | $3.73M | 0.7% | -18.6% | 0.716% | |
2/5/2024 | Brandywine Oak Private Wealth LLC | 26,198 | $0.93M | 0.1% | -19.3% | 0.179% | |
2/5/2024 | Savant Capital LLC | 6,933 | $0.25M | 0.0% | N/A | 0.047% | |
2/5/2024 | McAdam LLC | 17,901 | $0.64M | 0.0% | -6.8% | 0.122% | |
2/5/2024 | Conservest Capital Advisors Inc. | 11,099 | $0.40M | 0.0% | +4.8% | 0.076% | |
2/2/2024 | Truist Financial Corp | 20,985 | $0.75M | 0.0% | -38.6% | 0.143% | |
2/1/2024 | CWM LLC | 1,173 | $42K | 0.0% | -40.1% | 0.008% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 31,326 | $1.11M | 0.3% | -9.3% | 0.214% | |
1/30/2024 | Kades & Cheifetz LLC | 84,701 | $3.01M | 2.1% | -4.7% | 0.578% | |
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1/26/2024 | Geneos Wealth Management Inc. | 2,671 | $95K | 0.0% | -20.9% | 0.018% | |
1/24/2024 | Arvest Investments Inc. | 4,662 | $0.17M | 0.0% | N/A | 0.032% | |
1/23/2024 | WealthShield Partners LLC | 63,704 | $2.27M | 0.4% | -3.8% | 0.435% | |
1/18/2024 | West Wealth Group LLC | 10,929 | $0.39M | 0.2% | -37.3% | 0.075% | |
1/17/2024 | PFG Investments LLC | 10,702 | $0.38M | 0.1% | -5.8% | 0.073% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 13,072 | $0.47M | 0.0% | -11.8% | 0.089% | |
1/16/2024 | Raymond James & Associates | 37,915 | $1.35M | 0.0% | -3.6% | 0.259% | |
1/12/2024 | Advisor Resource Council | 10,989 | $0.39M | 0.0% | N/A | 0.075% | |
1/9/2024 | Southland Equity Partners LLC | 8,249 | $0.29M | 0.1% | -5.1% | 0.056% | |
1/9/2024 | Traverso Chambers Private Wealth Management LLC | 5,900 | $0.21M | 0.1% | N/A | 0.040% | |
1/8/2024 | Curbstone Financial Management Corp | 12,078 | $0.43M | 0.1% | N/A | 0.082% | |
11/30/2023 | Modera Wealth Management LLC | 33,766 | $1.05M | 0.0% | N/A | 0.230% | |
11/21/2023 | Comerica Bank | 28,157 | $0.93M | 0.0% | N/A | 0.192% | |
11/16/2023 | Morgan Stanley | 1,212,916 | $39.91M | 0.0% | +1.4% | 8.279% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 25,086 | $0.83M | 0.0% | -3.3% | 0.171% | |
11/15/2023 | Baker Avenue Asset Management LP | 60,729 | $2M | 0.1% | +1,196.2% | 0.415% | |
11/13/2023 | Stifel Financial Corp | 133,798 | $4.40M | 0.0% | +0.4% | 0.913% | |
11/13/2023 | Mariner LLC | 21,800 | $0.72M | 0.0% | N/A | 0.149% | |
11/13/2023 | LPL Financial LLC | 401,052 | $13.20M | 0.0% | -1.9% | 2.738% | |
11/13/2023 | Invesco Ltd. | 49,913 | $1.64M | 0.0% | +1.5% | 0.341% | |
11/13/2023 | Clearstead Advisors LLC | 3,000 | $99K | 0.0% | N/A | 0.020% | |
11/13/2023 | Envestnet Asset Management Inc. | 221,599 | $7.29M | 0.0% | -6.0% | 1.513% | |
11/13/2023 | PNC Financial Services Group Inc. | 5,317 | $0.18M | 0.0% | -36.2% | 0.036% | |
11/9/2023 | UBS Group AG | 715,094 | $23.53M | 0.0% | +103.3% | 4.881% | |
11/8/2023 | Beverly Hills Private Wealth LLC | 34,524 | $1.14M | 0.3% | -42.5% | 0.236% | |
11/8/2023 | Janney Montgomery Scott LLC | 66,828 | $2.20M | 0.0% | +12.3% | 0.456% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 26,277 | $0.87M | 0.0% | -2.3% | 0.179% | |
11/8/2023 | Avantax Advisory Services Inc. | 14,306 | $0.47M | 0.0% | -15.8% | 0.098% | |
11/7/2023 | Clearstead Advisors LLC | 3,000 | $99K | 0.0% | N/A | 0.020% | |
11/6/2023 | Flputnam Investment Management Co. | 9,301 | $0.31M | 0.0% | N/A | 0.063% | |
11/6/2023 | HBK Sorce Advisory LLC | 14,090 | $0.46M | 0.0% | -4.3% | 0.096% | |
11/6/2023 | Lincoln National Corp | 7,825 | $0.26M | 0.0% | N/A | 0.053% | |
11/3/2023 | Private Advisor Group LLC | 68,898 | $2.26M | 0.0% | +23.7% | 0.470% | |
11/3/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 225,856 | $7.43M | 0.3% | +2.1% | 1.542% | |
11/1/2023 | Allen Capital Group LLC | 153,646 | $4.97M | 0.9% | -0.8% | 1.049% | |
11/1/2023 | Roble Belko & Company Inc | 3,011 | $99K | 0.0% | +107.4% | 0.021% | |
10/31/2023 | McAdam LLC | 19,197 | $0.63M | 0.1% | +13.5% | 0.131% | |
10/30/2023 | Kades & Cheifetz LLC | 88,918 | $2.93M | 2.3% | +1.4% | 0.607% | |
10/27/2023 | Assetmark Inc. | 379,700 | $12.49M | 0.0% | -1.4% | 2.592% | |
10/26/2023 | Castleview Partners LLC | 1,749 | $58K | 0.1% | -40.1% | 0.012% | |
10/25/2023 | WealthShield Partners LLC | 66,214 | $2.18M | 0.3% | +7.3% | 0.452% | |
10/25/2023 | Concord Wealth Partners | 128,822 | $4.24M | 0.9% | -21.6% | 0.879% | |
10/24/2023 | Stratos Wealth Partners LTD. | 7,295 | $0.24M | 0.0% | -25.5% | 0.050% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 14,822 | $0.49M | 0.0% | -14.3% | 0.101% | |
10/24/2023 | Raymond James & Associates | 39,338 | $1.29M | 0.0% | -1.9% | 0.269% | |
10/23/2023 | Commonwealth Equity Services LLC | 215,824 | $7.10M | 0.0% | +1.5% | 1.473% | |
10/11/2023 | Mount Yale Investment Advisors LLC | 62,274 | $2.05M | 0.2% | +1.9% | 0.425% | |
10/10/2023 | National Bank of Canada FI | 4,448 | $0.14M | 0.0% | +10.1% | 0.030% | |
10/6/2023 | West Wealth Group LLC | 17,439 | $0.57M | 0.3% | -3.9% | 0.119% | |
8/21/2023 | Osaic Holdings Inc. | 47,125 | $1.62M | 0.0% | +1.4% | 0.322% | |
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8/15/2023 | Equitable Holdings Inc. | 11,975 | $0.41M | 0.0% | +32.0% | 0.082% | |
8/15/2023 | Wells Fargo & Company MN | 317,073 | $10.90M | 0.0% | +4.7% | 2.164% | |
8/15/2023 | Royal Bank of Canada | 164,143 | $5.65M | 0.0% | -5.0% | 1.120% | |
8/15/2023 | Rockefeller Capital Management L.P. | 23,057 | $0.79M | 0.0% | +12.6% | 0.157% | |
8/15/2023 | Stifel Financial Corp | 133,251 | $4.58M | 0.0% | +2.1% | 0.910% | |
8/15/2023 | Citadel Advisors LLC | 9,079 | $0.31M | 0.0% | -85.8% | 0.062% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 25,951 | $0.89M | 0.0% | -14.8% | 0.177% | |
8/14/2023 | IFP Advisors Inc | 1,132 | $39K | 0.0% | +41.9% | 0.008% | |
8/14/2023 | State Street Corp | 11,229 | $0.39M | 0.0% | -4.2% | 0.077% | |
8/14/2023 | MML Investors Services LLC | 66,194 | $2.28M | 0.0% | -1.9% | 0.452% | |