4/19/2024 | Arvest Investments Inc. | 476,947 | $14.95M | 2.4% | +1.0% | 1.611% | |
4/18/2024 | Hexagon Capital Partners LLC | 9,214 | $289K | 0.1% | +29.5% | 0.031% | |
4/18/2024 | Morris Financial Concepts Inc. | 2,027 | $64K | 0.0% | +34.4% | 0.007% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 141,072 | $4.42M | 0.0% | -5.4% | 0.477% | |
4/15/2024 | Flagstar Advisors Inc. | 10,738 | $337K | 0.1% | -6.7% | 0.036% | |
4/10/2024 | Atwood & Palmer Inc. | 75,700 | $2.37M | 0.2% | -4.3% | 0.231% | |
|
4/10/2024 | Inscription Capital LLC | 9,043 | $288K | 0.1% | -18.1% | 0.028% | |
4/10/2024 | Apella Capital LLC | 586,820 | $18.69M | 0.9% | +1.7% | 1.789% | |
4/10/2024 | American National Bank | 102,086 | $3.20M | 0.4% | -20.4% | 0.311% | |
4/9/2024 | Destiny Wealth Partners LLC | 281,225 | $8.81M | 1.6% | -11.5% | 0.857% | |
3/6/2024 | SageView Advisory Group LLC | 21,969 | $650K | 0.0% | -34.2% | 0.067% | |
3/1/2024 | Goldman Sachs Group Inc. | 3,993,601 | $123.24M | 0.0% | -2.1% | 12.176% | |
2/16/2024 | SageView Advisory Group LLC | 21,969 | $650K | 0.0% | -34.2% | 0.067% | |
2/16/2024 | GSA Capital Partners LLP | 12,807 | $393K | 0.0% | +21.9% | 0.039% | |
2/15/2024 | OLD Mission Capital LLC | 386,805 | $11.87M | 0.2% | -46.2% | 1.179% | |
2/15/2024 | Baird Financial Group Inc. | 29,803 | $915K | 0.0% | -24.3% | 0.091% | |
2/15/2024 | Citadel Advisors LLC | 273,194 | $8.38M | 0.0% | +17.4% | 0.833% | |
2/15/2024 | Comerica Bank | 15,294 | $469K | 0.0% | -4.3% | 0.047% | |
2/14/2024 | Royal Bank of Canada | 428,228 | $13.14M | 0.0% | +23.2% | 1.306% | |
2/14/2024 | Regal Investment Advisors LLC | 6,611 | $203K | 0.0% | N/A | 0.020% | |
2/13/2024 | Envestnet Asset Management Inc. | 681,323 | $20.91M | 0.0% | -1.6% | 2.077% | |
2/13/2024 | Cetera Advisor Networks LLC | 129,496 | $3.97M | 0.0% | +4.9% | 0.395% | |
2/13/2024 | Goldman Sachs Group Inc. | 3,993,601 | $123.24M | 0.0% | -2.1% | 12.176% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 1,754 | $54K | 0.0% | +128.1% | 0.005% | |
2/9/2024 | SageView Advisory Group LLC | 21,969 | $650K | 0.0% | -34.2% | 0.067% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 166,905 | $5.12M | 0.0% | +1.5% | 0.509% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,192 | $37K | 0.0% | N/A | 0.004% | |
2/9/2024 | CreativeOne Wealth LLC | 14,894 | $457K | 0.0% | -16.9% | 0.045% | |
2/9/2024 | Corient Private Wealth LLC | 8,550 | $262K | 0.0% | -75.6% | 0.026% | |
2/9/2024 | D.A. Davidson & CO. | 29,403 | $902K | 0.0% | -6.1% | 0.090% | |
2/9/2024 | Wells Fargo & Company MN | 2,402,868 | $73.74M | 0.0% | +0.9% | 7.326% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 104,453 | $3.21M | 0.2% | -1.2% | 0.318% | |
2/9/2024 | UBS Group AG | 299,036 | $9.18M | 0.0% | -31.7% | 0.912% | |
2/8/2024 | SigFig Wealth Management LLC | 3,000,482 | $92.08M | 3.5% | +1.1% | 9.148% | |
2/8/2024 | American National Bank | 128,200 | $3.93M | 0.6% | -3.9% | 0.391% | |
2/8/2024 | Strategic Financial Services Inc | 260,537 | $8.00M | 0.6% | -3.0% | 0.794% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 189,751 | $5.82M | 0.0% | -1.0% | 0.579% | |
2/7/2024 | Principal Securities Inc. | 245,686 | $7.54M | 0.3% | N/A | 0.749% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 4,608 | $142K | 0.0% | -11.6% | 0.014% | |
2/7/2024 | Wealthspire Advisors LLC | 115,038 | $3.53M | 0.1% | N/A | 0.351% | |
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2/7/2024 | Clearwater Capital Advisors LLC | 161,837 | $4.97M | 0.6% | +44.4% | 0.493% | |
2/6/2024 | Lincoln National Corp | 13,366 | $410K | 0.0% | +89.8% | 0.041% | |
2/6/2024 | Private Advisor Group LLC | 10,911 | $335K | 0.0% | +38.3% | 0.033% | |
2/5/2024 | Hexagon Capital Partners LLC | 7,115 | $218K | 0.1% | -11.6% | 0.022% | |
2/5/2024 | First Ascent Asset Management LLC | 131,396 | $4.03M | 0.5% | +4.7% | 0.401% | |
2/5/2024 | Cozad Asset Management Inc. | 16,885 | $518K | 0.1% | -11.4% | 0.051% | |
2/5/2024 | Shufro Rose & Co. LLC | 119,981 | $3.44M | 0.3% | -0.7% | 0.366% | |
2/2/2024 | IAG Wealth Partners LLC | 11,084 | $340K | 0.1% | -12.2% | 0.034% | |
2/2/2024 | Truist Financial Corp | 17,894 | $549K | 0.0% | +3.2% | 0.055% | |
2/2/2024 | Spinnaker Trust | 1,091,550 | $33.50M | 2.3% | +0.5% | 3.328% | |
2/2/2024 | Callan Capital LLC | 116,144 | $3.56M | 0.3% | -5.8% | 0.354% | |
2/2/2024 | Atria Wealth Solutions Inc. | 34,296 | $1.06M | 0.0% | -1.0% | 0.105% | |
2/1/2024 | 1900 Wealth Management LLC | 633,063 | $19.43M | 1.8% | -34.3% | 1.930% | |
2/1/2024 | Kelman Lazarov Inc. | 57,072 | $1.75M | 0.4% | -17.6% | 0.174% | |
2/1/2024 | Prism Advisors Inc. | 16,055 | $493K | 0.2% | -5.2% | 0.049% | |
1/30/2024 | Elmwood Wealth Management Inc. | 23,293 | $715K | 0.5% | -13.6% | 0.071% | |
1/29/2024 | Morris Financial Concepts Inc. | 1,508 | $46K | 0.0% | +36.2% | 0.005% | |
1/25/2024 | International Assets Investment Management LLC | 2,148 | $70K | 0.0% | N/A | 0.007% | |
1/24/2024 | CENTRAL TRUST Co | 52,321 | $1.61M | 0.0% | -1.5% | 0.160% | |
1/24/2024 | Allworth Financial LP | 5,340 | $164K | 0.0% | -11.7% | 0.016% | |
1/24/2024 | Arvest Trust Co. N A | 1,136,976 | $34.89M | 2.1% | -3.6% | 3.466% | |
1/24/2024 | International Assets Investment Management LLC | 2,148 | $70K | 0.0% | N/A | 0.007% | |
1/24/2024 | Arvest Investments Inc. | 472,065 | $14.49M | 2.4% | N/A | 1.439% | |
1/23/2024 | Clay Northam Wealth Management LLC | 64,466 | $1.98M | 1.8% | -4.8% | 0.197% | |
1/22/2024 | Pallas Capital Advisors LLC | 163,279 | $5.01M | 0.3% | N/A | 0.498% | |
1/22/2024 | Strategies Wealth Advisors LLC | 13,374 | $410K | 0.1% | -10.0% | 0.041% | |
1/19/2024 | Destiny Wealth Partners LLC | 317,916 | $9.56M | 1.8% | +9.1% | 0.969% | |
1/19/2024 | Flagstar Advisors Inc. | 11,511 | $355K | 0.1% | -12.4% | 0.035% | |
1/18/2024 | Global Retirement Partners LLC | 6,553 | $192K | 0.0% | -8.8% | 0.020% | |
1/18/2024 | Altfest L J & Co. Inc. | 47,033 | $1.44M | 0.2% | -12.3% | 0.143% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 596,553 | $18.31M | 0.0% | -2.8% | 1.819% | |
1/16/2024 | Raymond James & Associates | 1,197,284 | $36.75M | 0.0% | -17.5% | 3.650% | |
1/16/2024 | CoreCap Advisors LLC | 126,993 | $3.90M | 0.3% | +2.9% | 0.387% | |
1/12/2024 | Atwood & Palmer Inc. | 79,093 | $2.43M | 0.2% | -5.6% | 0.241% | |
1/12/2024 | Archford Capital Strategies LLC | 191,642 | $5.88M | 1.1% | +2.9% | 0.584% | |
1/11/2024 | Whittier Trust Co. | 25,517 | $783K | 0.0% | -3.6% | 0.078% | |
1/11/2024 | Raymond James Trust N.A. | 11,042 | $339K | 0.0% | -16.8% | 0.034% | |
1/5/2024 | Apella Capital LLC | 577,218 | $17.36M | 1.0% | -1.7% | 1.760% | |
1/2/2024 | Anchor Investment Management LLC | 85,867 | $2.64M | 0.3% | N/A | 0.262% | |
12/6/2023 | Fragasso Group Inc. | 15,362 | $440K | 0.0% | -10.3% | 0.047% | |
12/6/2023 | Citigroup Inc. | 17,309 | $496K | 0.0% | -6.7% | 0.053% | |
11/24/2023 | EP Wealth Advisors LLC | 32,073 | $919K | 0.0% | -90.3% | 0.098% | |
11/21/2023 | Comerica Bank | 15,974 | $458K | 0.0% | N/A | 0.049% | |
11/16/2023 | First Foundation Advisors | 325,072 | $9.32M | 0.4% | +6.1% | 0.991% | |
11/16/2023 | Elmwood Wealth Management Inc. | 26,958 | $773K | 0.4% | +3.0% | 0.082% | |
11/16/2023 | Morgan Stanley | 746,074 | $21.39M | 0.0% | +3.2% | 2.275% | |
11/15/2023 | Integrated Wealth Concepts LLC | 9,060 | $260K | 0.0% | -49.7% | 0.028% | |
11/15/2023 | GSA Capital Partners LLP | 10,507 | $301K | 0.0% | +3.3% | 0.032% | |
11/15/2023 | Royal Bank of Canada | 347,464 | $9.96M | 0.0% | +10.2% | 1.059% | |
11/15/2023 | Lido Advisors LLC | 28,354 | $813K | 0.0% | -20.3% | 0.086% | |
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11/13/2023 | Mariner LLC | 28,832 | $826K | 0.0% | -10.3% | 0.088% | |
11/13/2023 | LPL Financial LLC | 1,619,848 | $46.43M | 0.0% | -14.0% | 4.939% | |
11/13/2023 | Glenview Trust co | 14,022 | $402K | 0.0% | -14.9% | 0.043% | |
11/13/2023 | Envestnet Asset Management Inc. | 692,356 | $19.85M | 0.0% | -33.0% | 2.111% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 191,698 | $5.50M | 0.0% | N/A | 0.584% | |
11/9/2023 | Betterment LLC | 1,372,071 | $39.34M | 0.1% | +8.9% | 4.183% | |
11/9/2023 | Citigroup Inc. | 17,309 | $496K | 0.0% | -6.7% | 0.053% | |
11/9/2023 | UBS Group AG | 438,140 | $12.56M | 0.0% | -3.4% | 1.336% | |
11/8/2023 | Herold Advisors Inc. | 66,308 | $1.90M | 0.6% | -6.5% | 0.202% | |
11/8/2023 | HighTower Advisors LLC | 8,013 | $230K | 0.0% | +7.9% | 0.024% | |