4/17/2024 | Avalon Capital Management | 414,236 | $9.14M | 3.7% | N/A | 0.872% | |
4/16/2024 | OneAscent Financial Services LLC | 54,654 | $1.21M | 0.1% | +8.2% | 0.116% | |
4/10/2024 | Inscription Capital LLC | 242,338 | $5.50M | 1.9% | +46.9% | 0.517% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,539 | $31K | 0.0% | N/A | 0.003% | |
3/13/2024 | MONECO Advisors LLC | 108,366 | $2.17M | 0.4% | +1.9% | 0.235% | |
3/1/2024 | Creekmur Asset Management LLC | 31,410 | $630K | 0.2% | N/A | 0.071% | |
|
3/1/2024 | Goldman Sachs Group Inc. | 88,926 | $1.78M | 0.0% | +82.0% | 0.201% | |
2/26/2024 | Integrated Advisors Network LLC | 24,210 | $486K | 0.0% | N/A | 0.054% | |
2/26/2024 | Virtu Financial LLC | 32,947 | $661K | 0.1% | N/A | 0.073% | |
2/15/2024 | Comerica Bank | 8,761 | $176K | 0.0% | -6.3% | 0.020% | |
2/14/2024 | Royal Bank of Canada | 75,650 | $1.52M | 0.0% | -22.2% | 0.168% | |
2/14/2024 | Cresset Asset Management LLC | 106,390 | $2.13M | 0.0% | N/A | 0.237% | |
2/13/2024 | Envestnet Asset Management Inc. | 124,642 | $2.50M | 0.0% | -1.2% | 0.275% | |
2/13/2024 | Northern Trust Corp | 19,872 | $399K | 0.0% | -29.5% | 0.044% | |
2/13/2024 | Goldman Sachs Group Inc. | 88,926 | $1.78M | 0.0% | +82.0% | 0.196% | |
2/12/2024 | Stifel Financial Corp | 29,861 | $599K | 0.0% | +109.6% | 0.066% | |
2/9/2024 | Advisory Services Network LLC | 45,558 | $914K | 0.0% | -50.6% | 0.101% | |
2/9/2024 | Assetmark Inc. | 5,452 | $109K | 0.0% | N/A | 0.012% | |
2/9/2024 | Corient Private Wealth LLC | 32,586 | $654K | 0.0% | -48.8% | 0.072% | |
2/9/2024 | Wells Fargo & Company MN | 766,418 | $15.37M | 0.0% | -20.6% | 1.705% | |
2/9/2024 | UBS Group AG | 119,770 | $2.40M | 0.0% | +18.9% | 0.266% | |
2/9/2024 | PNC Financial Services Group Inc. | 1,539 | $31K | 0.0% | N/A | 0.003% | |
2/8/2024 | Wealth Advisory Solutions LLC | 55,000 | $1.10M | 0.4% | -50.0% | 0.122% | |
2/7/2024 | Avantax Advisory Services Inc. | 14,484 | $291K | 0.0% | +45.5% | 0.032% | |
2/7/2024 | USA Financial Formulas | 180,514 | $3.62M | 0.6% | +9,025,600.0% | 0.402% | |
2/7/2024 | NBC Securities Inc. | 3,255 | $65K | 0.0% | -29.1% | 0.007% | |
2/7/2024 | BNP Paribas Financial Markets | 46,147 | $926K | 0.0% | +35.9% | 0.103% | |
2/6/2024 | Lincoln National Corp | 13,261 | $266K | 0.0% | -23.6% | 0.030% | |
2/6/2024 | Idaho Trust Bank | 102,657 | $2.06M | 1.2% | -29.4% | 0.228% | |
2/6/2024 | National Bank of Canada FI | 82,829 | $1.65M | 0.0% | -3.0% | 0.184% | |
2/6/2024 | Natixis Advisors L.P. | 231,400 | $4.64M | 0.0% | +9.3% | 0.515% | |
2/5/2024 | MONECO Advisors LLC | 108,366 | $2.17M | 0.4% | +1.9% | 0.241% | |
2/2/2024 | Truist Financial Corp | 23,421 | $470K | 0.0% | -2.6% | 0.052% | |
2/2/2024 | Anfield Capital Management LLC | 55,057 | $1.10M | 0.6% | -43.8% | 0.122% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 22,804 | $457K | 0.1% | N/A | 0.050% | |
1/29/2024 | Perigon Wealth Management LLC | 24,453 | $491K | 0.0% | -9.4% | 0.054% | |
1/25/2024 | Strategic Investment Management LLC | 899,100 | $18.51M | 13.2% | +15.9% | 1.985% | |
1/25/2024 | International Assets Investment Management LLC | 151,032 | $3.03M | 0.0% | N/A | 0.333% | |
1/24/2024 | Arlington Trust Co LLC | 6,250 | $125K | 0.0% | N/A | 0.014% | |
1/24/2024 | International Assets Investment Management LLC | 151,032 | $3.03M | 0.0% | N/A | 0.333% | |
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1/23/2024 | Etfidea LLC | 35,065 | $703K | 0.3% | -2.1% | 0.077% | |
1/23/2024 | Cordant Inc. | 3,296 | $66K | 0.0% | -13.2% | 0.007% | |
1/22/2024 | Parsons Capital Management Inc. RI | 18,000 | $361K | 0.0% | -10.0% | 0.040% | |
1/19/2024 | Quent Capital LLC | 242,758 | $4.87M | 0.7% | -1.1% | 0.535% | |
1/18/2024 | Inscription Capital LLC | 164,919 | $3.31M | 0.9% | -3.4% | 0.363% | |
1/18/2024 | SeaCrest Wealth Management LLC | 28,547 | $580K | 0.1% | +6.8% | 0.063% | |
1/17/2024 | Schechter Investment Advisors LLC | 148,085 | $2.97M | 0.3% | +14.9% | 0.326% | |
1/16/2024 | Raymond James & Associates | 45,665 | $916K | 0.0% | +32.4% | 0.101% | |
1/12/2024 | Patton Fund Management Inc. | 101,483 | $2.04M | 0.5% | -7.2% | 0.218% | |
1/11/2024 | OneAscent Financial Services LLC | 50,505 | $1.01M | 0.1% | -8.0% | 0.109% | |
1/9/2024 | First Hawaiian Bank | 13,032 | $261K | 0.0% | +8.4% | 0.028% | |
12/8/2023 | Etfidea LLC | 35,800 | $806K | 0.3% | +5.4% | 0.074% | |
12/6/2023 | Citigroup Inc. | 6,500 | $146K | 0.0% | -15.6% | 0.013% | |
11/24/2023 | Deutsche Bank AG | 366,366 | $8.25M | 0.0% | +1.4% | 0.760% | |
11/21/2023 | Comerica Bank | 9,353 | $211K | 0.0% | N/A | 0.018% | |
11/16/2023 | Creative Planning | 20,882 | $470K | 0.0% | +49.1% | 0.041% | |
11/16/2023 | Morgan Stanley | 915,338 | $20.60M | 0.0% | -1.5% | 1.786% | |
11/15/2023 | Royal Bank of Canada | 97,176 | $2.19M | 0.0% | -32.8% | 0.190% | |
11/15/2023 | Ameriprise Financial Inc. | 67,799 | $1.53M | 0.0% | -13.4% | 0.132% | |
11/14/2023 | BOS Asset Management LLC | 50,993 | $1.15M | 0.8% | -15.2% | 0.099% | |
11/14/2023 | Tower Research Capital LLC TRC | 3,891 | $88K | 0.0% | +573.2% | 0.008% | |
11/14/2023 | Qube Research & Technologies Ltd | 2,365 | $53K | 0.0% | N/A | 0.005% | |
11/13/2023 | Natixis Advisors L.P. | 211,716 | $4.77M | 0.0% | -16.4% | 0.413% | |
11/13/2023 | EPG Wealth Management LLC | 9,800 | $221K | 0.1% | N/A | 0.019% | |
11/13/2023 | Northern Trust Corp | 28,200 | $635K | 0.0% | -53.6% | 0.055% | |
11/13/2023 | Stifel Financial Corp | 14,244 | $321K | 0.0% | -8.9% | 0.028% | |
11/13/2023 | Mariner LLC | 75,466 | $1.70M | 0.0% | -11.2% | 0.147% | |
11/13/2023 | LPL Financial LLC | 38,125 | $858K | 0.0% | -28.8% | 0.074% | |
11/13/2023 | Israel Discount Bank of New York | 9,295 | $209K | 0.2% | N/A | 0.018% | |
11/13/2023 | Envestnet Asset Management Inc. | 126,148 | $2.84M | 0.0% | -17.8% | 0.246% | |
11/13/2023 | Prudential PLC | 75,000 | $1.69M | 0.0% | N/A | 0.146% | |
11/9/2023 | Deutsche Bank AG | 366,366 | $8.25M | 0.0% | +1.4% | 0.725% | |
11/9/2023 | Citigroup Inc. | 6,500 | $146K | 0.0% | -15.6% | 0.013% | |
11/9/2023 | UBS Group AG | 100,715 | $2.27M | 0.0% | -3.0% | 0.199% | |
11/8/2023 | Avantax Advisory Services Inc. | 9,952 | $224K | 0.0% | N/A | 0.020% | |
11/8/2023 | Moors & Cabot Inc. | 23,115 | $520K | 0.0% | +13.3% | 0.046% | |
11/6/2023 | Schechter Investment Advisors LLC | 128,849 | $2.90M | 0.3% | -15.5% | 0.257% | |
11/6/2023 | Anfield Capital Management LLC | 97,983 | $2.21M | 1.1% | -1.0% | 0.195% | |
11/6/2023 | Lincoln National Corp | 17,360 | $391K | 0.0% | -35.7% | 0.035% | |
11/6/2023 | MONECO Advisors LLC | 106,383 | $2.40M | 0.7% | -1.7% | 0.212% | |
11/4/2023 | NBC Securities Inc. | 4,589 | $103K | 0.0% | N/A | 0.009% | |
10/31/2023 | Patton Fund Management Inc. | 109,384 | $2.46M | 0.7% | -12.5% | 0.218% | |
10/30/2023 | Congress Wealth Management LLC DE | 18,091 | $407K | 0.0% | N/A | 0.036% | |
10/30/2023 | Red Cedar Investment Management LLC | 578,607 | $13.02M | 2.0% | N/A | 1.154% | |
10/30/2023 | Strategic Investment Management LLC | 775,770 | $17.15M | 21.0% | -11.0% | 1.547% | |
10/27/2023 | Crestone Asset Management LLC | 9,420 | $212K | 0.1% | -32.4% | 0.019% | |
10/26/2023 | Washington Capital Management Inc. | 19,200 | $432K | 0.4% | N/A | 0.038% | |
10/24/2023 | Bank of New York Mellon Corp | 1,107,707 | $24.93M | 0.0% | -52.1% | 2.189% | |
10/24/2023 | Raymond James & Associates | 34,500 | $777K | 0.0% | -13.7% | 0.068% | |
10/23/2023 | Commonwealth Equity Services LLC | 13,117 | $295K | 0.0% | -20.5% | 0.026% | |
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10/23/2023 | Sumitomo Life Insurance Co. | 2,950,982 | $66.43M | 1.9% | +59.4% | 5.832% | |
10/20/2023 | Evanson Asset Management LLC | 54,411 | $1.23M | 0.1% | -8.1% | 0.108% | |
10/18/2023 | Capital Advisory Group Advisory Services LLC | 25,774 | $580K | 0.3% | -9.6% | 0.051% | |
10/17/2023 | Inscription Capital LLC | 170,753 | $3.84M | 1.3% | -5.0% | 0.344% | |
10/13/2023 | Key Bridge Compliance LLC | 55,000 | $1.24M | 0.4% | N/A | 0.111% | |
10/13/2023 | OneAscent Financial Services LLC | 54,873 | $1.24M | 0.3% | -1.1% | 0.111% | |
10/12/2023 | IFP Advisors Inc | 15,957 | $359K | 0.0% | +759.3% | 0.032% | |
10/12/2023 | SeaCrest Wealth Management LLC | 26,733 | $602K | 0.1% | N/A | 0.054% | |
10/10/2023 | First Hawaiian Bank | 12,022 | $271K | 0.0% | -8.2% | 0.024% | |
10/10/2023 | Quent Capital LLC | 245,490 | $5.53M | 0.9% | +41.9% | 0.495% | |