3/15/2024 | Regis Acquisition Inc. | 22,400 | $1.27M | 0.5% | -52.4% | 0.036% | |
2/20/2024 | Nepc LLC | 266,454 | $15.10M | 0.8% | N/A | 0.433% | |
2/15/2024 | Oxford Financial Group LTD. LLC | 74,714 | $4.23M | 0.3% | +0.6% | 0.121% | |
2/15/2024 | Freedom Investment Management Inc. | 7,072 | $0.40M | 0.0% | N/A | 0.011% | |
2/15/2024 | Baird Financial Group Inc. | 32,768 | $1.86M | 0.0% | +77.0% | 0.053% | |
2/15/2024 | Comerica Bank | 21,807 | $1.24M | 0.0% | +239.1% | 0.035% | |
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2/14/2024 | Royal Bank of Canada | 258,921 | $14.67M | 0.0% | +31.8% | 0.421% | |
2/14/2024 | Pathstone Holdings LLC | 24,110 | $1.37M | 0.0% | N/A | 0.039% | |
2/14/2024 | Creative Planning | 5,313 | $0.30M | 0.0% | -13.7% | 0.009% | |
2/14/2024 | Visionary Wealth Advisors | 12,978 | $0.74M | 0.1% | -1.6% | 0.021% | |
2/14/2024 | Regal Investment Advisors LLC | 35,612 | $2.02M | 0.2% | +2.3% | 0.058% | |
2/14/2024 | RE Dickinson Investment Advisors LLC | 967 | $55K | 0.0% | N/A | 0.002% | |
2/14/2024 | Regis Management CO LLC | 17,800 | $1.01M | 0.3% | +12.3% | 0.029% | |
2/13/2024 | Envestnet Asset Management Inc. | 540,901 | $30.64M | 0.0% | -16.1% | 0.879% | |
2/13/2024 | Northern Trust Corp | 15,947,819 | $903.44M | 0.2% | +31.3% | 25.910% | |
2/13/2024 | 1832 Asset Management L.P. | 971,679 | $55.05M | 0.1% | +134.0% | 1.579% | |
2/13/2024 | Cetera Advisor Networks LLC | 53,666 | $3.04M | 0.0% | +21.4% | 0.087% | |
2/13/2024 | Lake Street Advisors Group LLC | 9,013 | $0.51M | 0.0% | N/A | 0.015% | |
2/13/2024 | CIBC Private Wealth Group LLC | 5,412 | $0.31M | 0.0% | +28.2% | 0.009% | |
2/13/2024 | Anson Capital Inc. | 3,625 | $0.21M | 0.3% | -48.4% | 0.006% | |
2/13/2024 | The Manufacturers Life Insurance Company | 24,095 | $1.37M | 0.0% | +150.4% | 0.039% | |
2/12/2024 | Evoke Wealth LLC | 45,934 | $2.60M | 0.1% | +939.5% | 0.075% | |
2/12/2024 | Stifel Financial Corp | 122,086 | $6.92M | 0.0% | +21.4% | 0.198% | |
2/12/2024 | Connable Office Inc. | 9,236 | $0.52M | 0.1% | N/A | 0.015% | |
2/12/2024 | Heritage Wealth Advisors | 1,822 | $0.10M | 0.0% | N/A | 0.003% | |
2/9/2024 | US Bancorp DE | 18,509 | $1.05M | 0.0% | -8.6% | 0.030% | |
2/9/2024 | Sachetta LLC | 15,864 | $0.90M | 0.4% | N/A | 0.026% | |
2/9/2024 | Wells Fargo & Company MN | 354,587 | $20.09M | 0.0% | -0.8% | 0.576% | |
2/9/2024 | UBS Group AG | 72,823 | $4.13M | 0.0% | -56.3% | 0.118% | |
2/8/2024 | AMG National Trust Bank | 119,396 | $6.76M | 0.2% | +14.0% | 0.194% | |
2/8/2024 | Financial Advocates Investment Management | 5,677 | $0.32M | 0.0% | +37.6% | 0.009% | |
2/8/2024 | Tarbox Family Office Inc. | 3,602 | $0.20M | 0.0% | N/A | 0.006% | |
2/8/2024 | Savvy Advisors Inc. | 5,016 | $0.28M | 0.3% | N/A | 0.008% | |
2/8/2024 | Janney Montgomery Scott LLC | 53,010 | $3M | 0.0% | +1,144.4% | 0.086% | |
2/8/2024 | JNBA Financial Advisors | 206,922 | $11.72M | 1.3% | +1.2% | 0.336% | |
2/7/2024 | Principal Financial Group Inc. | 465,939 | $26.40M | 0.0% | +30.2% | 0.757% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 5,173 | $0.29M | 0.0% | +8.1% | 0.008% | |
2/7/2024 | Strategic Advocates LLC | 8,345 | $0.47M | 0.2% | -14.5% | 0.014% | |
2/7/2024 | BNP Paribas Financial Markets | 1,900 | $0.11M | 0.0% | -38.5% | 0.003% | |
2/7/2024 | Calton & Associates Inc. | 4,691 | $0.27M | 0.1% | N/A | 0.008% | |
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2/6/2024 | PACK Private Wealth LLC | 117,098 | $6.63M | 4.5% | +3.9% | 0.190% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 4,809,262 | $272.45M | 0.1% | -0.3% | 7.814% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 17,767 | $1.01M | 0.0% | +223.2% | 0.029% | |
2/6/2024 | National Bank of Canada FI | 12,080 | $0.68M | 0.0% | -13.7% | 0.020% | |
2/6/2024 | WESCAP Management Group Inc. | 147,114 | $8.33M | 2.7% | -9.2% | 0.239% | |
2/6/2024 | Power Wealth Management LLC | 15,322 | $0.87M | 0.6% | N/A | 0.025% | |
2/6/2024 | Natixis Advisors L.P. | 83,950 | $4.76M | 0.0% | -2.2% | 0.136% | |
2/6/2024 | Summit Financial LLC | 68,077 | $3.86M | 0.3% | +2.2% | 0.111% | |
2/5/2024 | Fiducient Advisors LLC | 72,593 | $4.11M | 0.8% | +100.3% | 0.118% | |
2/5/2024 | Sage Rhino Capital LLC | 23,912 | $1.36M | 0.3% | +2.4% | 0.039% | |
2/5/2024 | Firestone Capital Management | 23,542 | $1.33M | 0.4% | +3.6% | 0.038% | |
2/5/2024 | Duff & Phelps Investment Management Co. | 34,550 | $1.96M | 0.0% | -10.8% | 0.056% | |
2/5/2024 | Mather Group LLC. | 10,709 | $0.61M | 0.0% | -7.0% | 0.017% | |
2/5/2024 | Silver Oak Securities Incorporated | 18,737 | $1.06M | 0.1% | N/A | 0.030% | |
2/5/2024 | Conservest Capital Advisors Inc. | 57,646 | $3.27M | 0.3% | -2.9% | 0.094% | |
2/5/2024 | Transcend Capital Advisors LLC | 7,754 | $0.44M | 0.0% | -10.8% | 0.013% | |
2/5/2024 | Brio Consultants LLC | 9,941 | $0.56M | 0.1% | +6.2% | 0.016% | |
2/2/2024 | Valmark Advisers Inc. | 93,005 | $5.27M | 0.1% | +10.6% | 0.151% | |
2/1/2024 | Sage Mountain Advisors LLC | 13,394 | $0.76M | 0.1% | N/A | 0.022% | |
2/1/2024 | Treasure Coast Financial Planning | 92,140 | $5.22M | 3.6% | +1.7% | 0.150% | |
2/1/2024 | CWM LLC | 1,360 | $77K | 0.0% | +2,129.5% | 0.002% | |
2/1/2024 | Tradewinds Capital Management LLC | 484,178 | $27.43M | 10.9% | N/A | 0.787% | |
2/1/2024 | Pathway Financial Advisors LLC | 3,926 | $0.22M | 0.1% | N/A | 0.006% | |
1/31/2024 | Dupree Financial Group LLC | 9,012 | $0.51M | 0.3% | N/A | 0.015% | |
1/31/2024 | Western Wealth Management LLC | 4,236 | $0.24M | 0.0% | -24.5% | 0.007% | |
1/31/2024 | Steph & Co. | 87,041 | $4.93M | 2.4% | +84.9% | 0.141% | |
1/30/2024 | Allen Capital Group LLC | 24,576 | $1.39M | 0.2% | -3.8% | 0.040% | |
1/30/2024 | SVB Wealth LLC | 8,577 | $0.49M | 0.0% | -8.1% | 0.014% | |
1/30/2024 | Crescent Grove Advisors LLC | 5,945 | $0.34M | 0.0% | -22.4% | 0.010% | |
1/30/2024 | Capital Analysts LLC | 2,854 | $0.16M | 0.0% | +1,084.2% | 0.005% | |
1/29/2024 | Simplicity Solutions LLC | 17,928 | $1.02M | 0.0% | +6.2% | 0.029% | |
1/29/2024 | Ingalls & Snyder LLC | 16,290 | $0.92M | 0.0% | +32.8% | 0.026% | |
1/29/2024 | NewEdge Wealth LLC | 11,768 | $0.67M | 0.0% | N/A | 0.019% | |
1/29/2024 | Money Design Co. Ltd. | 27,669 | $1.57M | 0.1% | +10.7% | 0.045% | |
1/26/2024 | Cerity Partners LLC | 70,764 | $4.01M | 0.0% | N/A | 0.115% | |
1/26/2024 | Harbor Investment Advisory LLC | 14,832 | $0.84M | 0.1% | +26.6% | 0.024% | |
1/26/2024 | Eagle Strategies LLC | 6,153 | $0.35M | 0.1% | +23.3% | 0.010% | |
1/25/2024 | SOL Capital Management CO | 59,571 | $3.38M | 0.5% | -1.9% | 0.097% | |
1/25/2024 | Phillips Financial Management LLC | 59,648 | $3.38M | 0.3% | -4.8% | 0.097% | |
1/25/2024 | Bristlecone Advisors LLC | 16,887 | $0.96M | 0.1% | -5.5% | 0.027% | |
1/24/2024 | Stratos Wealth Partners LTD. | 11,919 | $0.68M | 0.0% | +1.9% | 0.019% | |
1/24/2024 | Hedeker Wealth LLC | 15,961 | $0.90M | 0.3% | -21.1% | 0.026% | |
1/24/2024 | Satovsky Asset Management LLC | 131,956 | $7.48M | 2.3% | +0.5% | 0.214% | |
1/23/2024 | Corrigan Financial Inc. | 313,085 | $17.74M | 5.4% | +0.8% | 0.509% | |
1/22/2024 | Landmark Wealth Management LLC | 32,717 | $1.85M | 0.9% | +9.6% | 0.053% | |
1/22/2024 | One Plus One Wealth Management LLC | 13,633 | $0.77M | 0.5% | +185.9% | 0.022% | |
1/19/2024 | SFG Wealth Management LLC. | 7,361 | $0.42M | 0.3% | N/A | 0.012% | |
1/19/2024 | Fermata Advisors LLC | 5,333 | $0.30M | 0.1% | N/A | 0.009% | |
1/19/2024 | Worth Financial Advisory Group LLC | 6,823 | $0.39M | 0.3% | +5.1% | 0.011% | |
1/19/2024 | Realta Investment Advisors | 12,177 | $0.69M | 0.2% | -2.4% | 0.020% | |
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1/18/2024 | Navalign LLC | 20,416 | $1.16M | 0.4% | +20.1% | 0.033% | |
1/18/2024 | Transform Wealth LLC | 5,647 | $0.32M | 0.0% | +4.9% | 0.009% | |
1/17/2024 | Schechter Investment Advisors LLC | 52,766 | $2.99M | 0.3% | +0.5% | 0.086% | |
1/17/2024 | Sterling Investment Advisors LLC ADV | 99,422 | $5.63M | 3.5% | -0.5% | 0.162% | |
1/17/2024 | Sendero Wealth Management LLC | 707,507 | $40.08M | 7.6% | +5.8% | 1.149% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 62,554 | $3.54M | 0.0% | -19.2% | 0.102% | |
1/16/2024 | Raymond James & Associates | 351,177 | $19.89M | 0.0% | -2.1% | 0.571% | |
1/16/2024 | Prairiewood Capital LLC | 153,891 | $8.72M | 4.5% | +10.9% | 0.250% | |
1/12/2024 | Mutual Advisors LLC | 8,912 | $0.51M | 0.0% | -10.7% | 0.014% | |
1/12/2024 | Archford Capital Strategies LLC | 4,099 | $0.23M | 0.0% | -15.6% | 0.007% | |