5/2/2024 | RiverFront Investment Group LLC | 447,006 | $13.87M | 0.4% | +28.4% | 0.696% | |
5/2/2024 | Almanack Investment Partners LLC. | 63,030 | $1.96M | 0.3% | +211.5% | 0.098% | |
5/1/2024 | Janney Montgomery Scott LLC | 94,173 | $2.92M | 0.0% | +30.5% | 0.147% | |
5/1/2024 | Source Financial Advisors LLC | 6,737 | $209K | 0.1% | -28.7% | 0.010% | |
4/30/2024 | Norden Group LLC | 68,172 | $2.12M | 0.2% | N/A | 0.106% | |
4/29/2024 | Commonwealth Equity Services LLC | 53,903 | $1.67M | 0.0% | N/A | 0.084% | |
|
4/29/2024 | Benjamin Edwards Inc. | 7,113 | $221K | 0.0% | +5.2% | 0.011% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 211,615 | $6.57M | 0.1% | +5.2% | 0.330% | |
4/29/2024 | Strategic Investment Management LLC | 585,790 | $17.14M | 13.1% | -63.1% | 0.912% | |
4/29/2024 | Kensington Asset Management LLC | 259,560 | $8.05M | 0.4% | +88.0% | 0.404% | |
4/24/2024 | Leavell Investment Management Inc. | 50,471 | $1.57M | 0.1% | +20.6% | 0.079% | |
4/24/2024 | Premier Path Wealth Partners LLC | 8,404 | $261K | 0.0% | -23.7% | 0.013% | |
4/23/2024 | Global Retirement Partners LLC | 12,705 | $394K | 0.0% | +29.9% | 0.020% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 338,306 | $10.50M | 0.0% | N/A | 0.527% | |
4/22/2024 | Raymond James & Associates | 237,176 | $7.36M | 0.0% | +13.8% | 0.369% | |
4/19/2024 | Norden Group LLC | 68,172 | $2.12M | 0.0% | N/A | 0.120% | |
4/19/2024 | Arvest Investments Inc. | 216,621 | $6.72M | 1.1% | -2.6% | 0.380% | |
4/18/2024 | Saxon Interests Inc. | 9,156 | $284K | 0.1% | N/A | 0.016% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 38,600 | $1.20M | 0.0% | N/A | 0.060% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 501,492 | $15.56M | 0.8% | N/A | 0.880% | |
4/15/2024 | Atlas Capital Advisors LLC | 69,521 | $2.16M | 0.3% | +83.0% | 0.122% | |
4/11/2024 | Paragon Capital Management Ltd | 75,696 | $2.35M | 0.4% | +3.6% | 0.133% | |
4/1/2024 | Confluence Investment Management LLC | 64,144 | $1.99M | 0.0% | N/A | 0.113% | |
2/29/2024 | Tortoise Investment Management LLC | 2,200 | $62K | 0.0% | N/A | 0.004% | |
2/15/2024 | OLD Mission Capital LLC | 397,571 | $11.13M | 0.2% | +230.9% | 0.697% | |
2/14/2024 | Pacific Financial Group Inc. | 53,265 | $1.49M | 1.1% | -74.9% | 0.093% | |
2/14/2024 | Vontobel Asset Management Inc. | 91,300 | $2.55M | 0.0% | +12.3% | 0.160% | |
2/13/2024 | Belpointe Asset Management LLC | 18,004 | $504K | 0.0% | -9.6% | 0.032% | |
2/12/2024 | Madison Asset Management LLC | 584,261 | $16.35M | 0.2% | -0.1% | 1.025% | |
2/12/2024 | Stifel Financial Corp | 224,691 | $6.29M | 0.0% | -74.4% | 0.394% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 163,637 | $4.58M | 1.7% | +19.1% | 0.287% | |
2/12/2024 | Connable Office Inc. | 239,404 | $6.70M | 0.8% | N/A | 0.420% | |
2/12/2024 | Parallel Advisors LLC | 5,175 | $145K | 0.0% | -28.1% | 0.009% | |
2/9/2024 | First Trust Bank Ltd. | 339,000 | $9.49M | 13.1% | N/A | 0.595% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,584 | $44K | 0.0% | N/A | 0.003% | |
2/9/2024 | Franklin Resources Inc. | 102,175 | $2.86M | 0.0% | -51.8% | 0.179% | |
2/8/2024 | Tortoise Investment Management LLC | 4,400 | $127K | 0.0% | N/A | 0.008% | |
2/8/2024 | Janney Montgomery Scott LLC | 72,138 | $2.02M | 0.0% | -31.4% | 0.127% | |
2/7/2024 | Almanack Investment Partners LLC. | 20,233 | $566K | 0.1% | N/A | 0.035% | |
2/7/2024 | AGF Management Ltd. | 423,383 | $11.85M | 0.1% | -1.2% | 0.743% | |
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2/7/2024 | Kovitz Investment Group Partners LLC | 37,654 | $1.05M | 0.0% | -1.4% | 0.066% | |
2/6/2024 | Private Advisor Group LLC | 16,241 | $455K | 0.0% | +58.9% | 0.028% | |
2/6/2024 | National Bank of Canada FI | 361,595 | $10.04M | 0.0% | N/A | 0.634% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 201,214 | $5.63M | 0.1% | -67.2% | 0.353% | |
2/6/2024 | Benjamin Edwards Inc. | 6,760 | $189K | 0.0% | -82.0% | 0.012% | |
2/5/2024 | RiverFront Investment Group LLC | 348,164 | $9.74M | 0.3% | +5.7% | 0.611% | |
2/2/2024 | Truist Financial Corp | 30,910 | $865K | 0.0% | +2.2% | 0.054% | |
2/2/2024 | Kovack Advisors Inc. | 9,053 | $253K | 0.0% | +16.9% | 0.016% | |
1/30/2024 | Bison Wealth LLC | 296,246 | $8.29M | 1.5% | +4.4% | 0.520% | |
1/30/2024 | Vontobel Holding Ltd. | 91,300 | $2.56M | 0.0% | +12.3% | 0.160% | |
1/26/2024 | Cerity Partners LLC | 14,801 | $414K | 0.0% | +11.1% | 0.026% | |
1/26/2024 | Kensington Asset Management LLC | 138,093 | $3.87M | 0.2% | N/A | 0.242% | |
1/25/2024 | Strategic Investment Management LLC | 1,586,790 | $45.57M | 32.5% | N/A | 2.784% | |
1/24/2024 | Arvest Trust Co. N A | 505,972 | $14.16M | 0.9% | +1.7% | 0.888% | |
1/24/2024 | Arvest Investments Inc. | 222,488 | $6.23M | 1.0% | N/A | 0.390% | |
1/23/2024 | Leavell Investment Management Inc. | 41,861 | $1.17M | 0.1% | +24.0% | 0.073% | |
1/19/2024 | Columbus Macro LLC | 30,720 | $872K | 0.3% | N/A | 0.054% | |
1/18/2024 | Global Retirement Partners LLC | 9,777 | $280K | 0.0% | +80.8% | 0.017% | |
1/16/2024 | 3EDGE Asset Management LP | 67,913 | $1.90M | 0.1% | -98.3% | 0.119% | |
1/16/2024 | Raymond James & Associates | 208,493 | $5.84M | 0.0% | -35.4% | 0.366% | |
1/16/2024 | Valicenti Advisory Services Inc. | 42,225 | $1.18M | 0.4% | N/A | 0.074% | |
1/12/2024 | Premier Path Wealth Partners LLC | 11,021 | $308K | 0.1% | N/A | 0.019% | |
1/12/2024 | Paragon Capital Management Ltd | 73,093 | $2.05M | 0.4% | N/A | 0.128% | |
1/10/2024 | Dfpg Investments LLC | 9,070 | $251K | 0.0% | -73.7% | 0.016% | |
1/9/2024 | IFP Advisors Inc | 50,064 | $1.40M | 0.1% | -26.9% | 0.088% | |
1/9/2024 | Wallace Advisory Group LLC | 89,753 | $2.37M | 1.8% | +39.1% | 0.157% | |
11/16/2023 | Belpointe Asset Management LLC | 19,908 | $527K | 0.1% | N/A | 0.035% | |
11/15/2023 | Townsquare Capital LLC | 807,470 | $21.36M | 0.4% | +78.3% | 1.417% | |
11/15/2023 | Ameriprise Financial Inc. | 3,682,328 | $97.13M | 0.0% | -0.9% | 6.460% | |
11/14/2023 | Lazard Asset Management LLC | 150,490 | $3.98M | 0.0% | -12.2% | 0.264% | |
11/14/2023 | Itau Unibanco Holding S.A. | 186,711 | $4.94M | 0.2% | N/A | 0.328% | |
11/14/2023 | Regimen Wealth LLC | 9,767 | $258K | 0.1% | N/A | 0.017% | |
11/14/2023 | Mather Group LLC. | 22,130 | $585K | 0.0% | +58.7% | 0.039% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 12,149 | $321K | 0.0% | N/A | 0.021% | |
11/14/2023 | PGIM Custom Harvest LLC | 80,365 | $2.13M | 0.1% | -8.1% | 0.141% | |
11/13/2023 | Stifel Financial Corp | 879,261 | $23.26M | 0.0% | +5,266.3% | 1.543% | |
11/13/2023 | Visionary Wealth Advisors | 21,863 | $578K | 0.0% | N/A | 0.038% | |
11/13/2023 | LPL Financial LLC | 332,468 | $8.79M | 0.0% | +190.9% | 0.583% | |
11/13/2023 | Bison Wealth LLC | 283,793 | $7.51M | 1.5% | +65.7% | 0.498% | |
11/13/2023 | CI Investments Inc. | 2,145,594 | $56.75M | 0.3% | -42.6% | 3.764% | |
11/13/2023 | Envestnet Asset Management Inc. | 748,011 | $19.79M | 0.0% | +95.1% | 1.312% | |
11/9/2023 | Alliance Wealth Advisors LLC UT | 89,385 | $2.36M | 0.9% | +64.8% | 0.157% | |
11/9/2023 | Kovitz Investment Group Partners LLC | 38,188 | $1.01M | 0.0% | -2.4% | 0.067% | |
11/9/2023 | UBS Group AG | 1,341,216 | $35.48M | 0.0% | +126.6% | 2.353% | |
11/8/2023 | Janney Montgomery Scott LLC | 105,198 | $2.78M | 0.0% | -2.9% | 0.185% | |
11/7/2023 | Kingsview Wealth Management LLC | 64,379 | $1.70M | 0.1% | +2.7% | 0.113% | |
11/7/2023 | RiverFront Investment Group LLC | 329,428 | $8.71M | 0.3% | +5.2% | 0.578% | |
11/4/2023 | NBC Securities Inc. | 1,835 | $48K | 0.0% | N/A | 0.003% | |
11/3/2023 | Private Advisor Group LLC | 10,222 | $270K | 0.0% | N/A | 0.018% | |
11/3/2023 | KCS Wealth Advisory | 24,731 | $654K | 0.3% | -39.0% | 0.043% | |
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11/2/2023 | FDx Advisors Inc. | 21,464 | $568K | 0.0% | +88.1% | 0.038% | |
11/1/2023 | Orion Portfolio Solutions LLC | 62,990 | $1.67M | 0.0% | +294.0% | 0.111% | |
10/30/2023 | Congress Wealth Management LLC DE | 499,202 | $13.20M | 0.3% | -1.9% | 0.876% | |
10/30/2023 | FirstPurpose Wealth LLC | 22,702 | $600K | 0.3% | +122.8% | 0.040% | |
10/30/2023 | Matrix Trust Co | 5,421 | $143K | 0.0% | +108.0% | 0.010% | |
10/27/2023 | Portside Wealth Group LLC | 195,730 | $5.18M | 1.0% | +79.3% | 0.343% | |
10/25/2023 | Sage Mountain Advisors LLC | 2,125 | $56K | 0.0% | N/A | 0.004% | |
10/25/2023 | Wealth Management Solutions LLC | 11,513 | $305K | 0.2% | +43.6% | 0.020% | |
10/24/2023 | Raymond James & Associates | 322,668 | $8.54M | 0.0% | -1.6% | 0.566% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 179,057 | $4.74M | 0.0% | +55.4% | 0.314% | |