3/2/2021 | SkyView Investment Advisors LLC | 38,385 | $2M | 0.9% | N/A | 0.111% | |
2/26/2021 | Caprin Asset Management LLC ADV | 885,888 | $46.10M | 34.5% | +1.1% | 2.553% | |
2/26/2021 | FOCUS Wealth Advisors LLC | 81,217 | $4.23M | 3.3% | N/A | 0.234% | |
2/19/2021 | Rehmann Capital Advisory Group | 39,389 | $2.05M | 0.2% | +16.6% | 0.114% | |
2/18/2021 | Truist Financial Corp | 263,132 | $13.69M | 0.0% | +1.3% | 0.758% | |
2/17/2021 | Jane Street Group LLC | 59,763 | $3.11M | 0.0% | +262.5% | 0.172% | |
2/17/2021 | Cetera Investment Advisers | 4,228 | $0.22M | 0.0% | N/A | 0.012% | |
2/16/2021 | AJ Wealth Strategies LLC | 128,186 | $6.67M | 0.6% | -14.4% | 0.369% | |
2/16/2021 | Morgan Stanley | 538,236 | $28.01M | 0.0% | +3.3% | 1.551% | |
2/16/2021 | Mariner LLC | 80,133 | $4.17M | 0.0% | +7.7% | 0.231% | |
|
2/16/2021 | Pacific Capital Wealth Advisors Inc. | 31,800 | $1.66M | 0.9% | -2.5% | 0.092% | |
2/16/2021 | Captrust Financial Advisors | 2,484 | $0.13M | 0.0% | +38.4% | 0.007% | |
2/13/2021 | Perennial Advisors LLC | 2,524 | $0.13M | 0.0% | N/A | 0.007% | |
2/12/2021 | Stifel Financial Corp | 129,874 | $6.76M | 0.0% | +2.1% | 0.374% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 72,316 | $3.76M | 0.0% | +8.5% | 0.208% | |
2/12/2021 | LPL Financial LLC | 178,070 | $9.27M | 0.0% | +18.6% | 0.513% | |
2/12/2021 | Kovitz Investment Group Partners LLC | 19,337 | $1.01M | 0.0% | -10.2% | 0.056% | |
2/12/2021 | Change Path LLC | 12,481 | $0.65M | 0.1% | +57.3% | 0.036% | |
2/12/2021 | M&T Bank Corp | 808,957 | $42.09M | 0.2% | +6.6% | 2.331% | |
2/11/2021 | U S Global Investors Inc. | 12,500 | $0.65M | 0.0% | -58.3% | 0.036% | |
2/11/2021 | Oppenheimer & Co. Inc. | 56,028 | $2.92M | 0.1% | +0.9% | 0.162% | |
2/10/2021 | Dubuque Bank & Trust | 548,983 | $28.57M | 3.5% | +22.9% | 1.596% | |
2/10/2021 | Boston Private Wealth LLC | 4,525 | $0.24M | 0.0% | -6.2% | 0.013% | |
2/10/2021 | Alesco Advisors LLC | 17,200 | $0.90M | 0.0% | N/A | 0.050% | |
2/10/2021 | Proquility Private Wealth Partners LLC | 118,730 | $6.18M | 2.8% | N/A | 0.345% | |
2/9/2021 | Wells Fargo & Company MN | 448,435 | $23.34M | 0.0% | +6.6% | 1.304% | |
2/9/2021 | MBM Wealth Consultants LLC | 74,817 | $3.89M | 2.1% | +17.4% | 0.217% | |
2/9/2021 | STA Wealth Management LLC | 297,789 | $15.50M | 1.5% | +94.3% | 0.866% | |
2/9/2021 | Parkside Financial Bank & Trust | 7,715 | $0.40M | 0.1% | +24.5% | 0.022% | |
2/9/2021 | Van ECK Associates Corp | 279,110 | $14.52M | 0.0% | +55.8% | 0.811% | |
2/9/2021 | Samalin Investment Counsel LLC | 1,000 | $52K | 0.0% | N/A | 0.003% | |
2/9/2021 | Bank of New York Mellon Corp | 4,525 | $0.24M | 0.0% | -21.4% | 0.013% | |
2/9/2021 | Blair William & Co. IL | 2,662 | $0.14M | 0.0% | -35.5% | 0.008% | |
2/8/2021 | Lido Advisors LLC | 17,171 | $0.89M | 0.0% | +19.5% | 0.050% | |
2/8/2021 | Brandywine Oak Private Wealth LLC | 78,704 | $4.10M | 0.6% | -0.9% | 0.229% | |
2/5/2021 | Lincoln National Corp | 68,744 | $3.58M | 0.1% | +7.8% | 0.200% | |
2/5/2021 | US Bancorp DE | 10,735 | $0.56M | 0.0% | +3.1% | 0.031% | |
2/4/2021 | WealthStone Inc. | 3,940 | $0.21M | 0.1% | N/A | 0.011% | |
2/4/2021 | Trustcore Financial Services LLC | 1,516 | $79K | 0.0% | N/A | 0.004% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 238,386 | $12.40M | 0.1% | +7.6% | 0.693% | |
2/4/2021 | FFT Wealth Management LLC | 13,912 | $0.72M | 0.2% | -51.8% | 0.040% | |
2/4/2021 | LGL Partners LLC | 52,071 | $2.71M | 1.6% | -1.9% | 0.151% | |
2/2/2021 | Bank of The West | 9,569 | $0.50M | 0.1% | -6.4% | 0.028% | |
2/2/2021 | First Trust Advisors LP | 14,622 | $0.76M | 0.0% | -3.9% | 0.043% | |
2/1/2021 | Vicus Capital | 155,104 | $8.07M | 1.0% | +6.5% | 0.452% | |
2/1/2021 | First Personal Financial Services | 2,486 | $0.13M | 0.0% | -11.3% | 0.007% | |
2/1/2021 | Ackerman Capital Advisors LLC | 142,487 | $7.41M | 1.9% | +6.7% | 0.415% | |
2/1/2021 | Foster & Motley Inc. | 9,652 | $0.50M | 0.0% | +17.8% | 0.028% | |
1/30/2021 | StrategIQ Financial Group LLC | 17,579 | $0.92M | 0.2% | -3.8% | 0.051% | |
1/30/2021 | Cornerstone Wealth Management LLC | 34,430 | $1.79M | 0.2% | +35.2% | 0.100% | |
1/29/2021 | Creative Planning | 22,116 | $1.15M | 0.0% | +51.0% | 0.064% | |
1/29/2021 | Condor Capital Management | 128,607 | $6.69M | 0.8% | +2.1% | 0.376% | |
1/28/2021 | Comerica Bank | 5,668 | $0.30M | 0.0% | -37.3% | 0.017% | |
1/28/2021 | Venturi Wealth Management LLC | 37,472 | $1.95M | 0.2% | +11.9% | 0.109% | |
1/28/2021 | Perigon Wealth Management LLC | 730 | $38K | 0.0% | N/A | 0.002% | |
1/28/2021 | Birchcreek Wealth Management LLC | 792 | $41K | 0.0% | N/A | 0.002% | |
1/27/2021 | BHF RG Capital Inc. | 22,233 | $1.16M | 0.9% | -4.9% | 0.065% | |
1/27/2021 | James Investment Research Inc. | 25,370 | $1.32M | 0.1% | -41.4% | 0.074% | |
1/27/2021 | Loveless Wealth Management LLC | 8,505 | $0.44M | 0.3% | +20.2% | 0.025% | |
1/27/2021 | GWM Advisors LLC | 147,173 | $7.66M | 0.3% | -31.6% | 0.432% | |
1/27/2021 | CWM LLC | 56,235 | $2.93M | 0.0% | +37.2% | 0.165% | |
1/27/2021 | Cardan Capital Partners LLC | 66,537 | $3.46M | 0.4% | -21.4% | 0.195% | |
1/25/2021 | Fifth Third Securities Inc. | 9,167 | $0.48M | 0.2% | +10.5% | 0.027% | |
1/25/2021 | Janney Montgomery Scott LLC | 40,541 | $2.11M | 0.0% | +9.5% | 0.119% | |
1/25/2021 | Kwmg LLC | 21,625 | $1.13M | 0.2% | +12.1% | 0.063% | |
1/22/2021 | Avantax Advisory Services Inc. | 10,330 | $0.54M | 0.0% | -15.3% | 0.030% | |
1/22/2021 | BKD Wealth Advisors LLC | 12,152 | $0.63M | 0.0% | +10.5% | 0.036% | |
1/21/2021 | Clearwater Capital Advisors LLC | 73,592 | $3.83M | 0.5% | -2.1% | 0.215% | |
1/21/2021 | Clearview Wealth Advisors LLC | 1,505 | $78K | 0.1% | N/A | 0.004% | |
1/20/2021 | Tsfg LLC | 526 | $27K | 0.0% | -55.3% | 0.002% | |
1/20/2021 | Kestra Advisory Services LLC | 15,336 | $0.80M | 0.0% | N/A | 0.045% | |
1/19/2021 | OLD National Bancorp IN | 28,926 | $1.51M | 0.1% | +28.2% | 0.085% | |
1/13/2021 | Sheets Smith Wealth Management | 25,250 | $1.31M | 0.2% | -28.0% | 0.074% | |
1/12/2021 | CX Institutional | 251,619 | $13.09M | 1.3% | +12.5% | 0.738% | |
12/4/2020 | Van ECK Associates Corp | 179,100 | $9.18M | 0.0% | +835.0% | 0.531% | |
11/19/2020 | Rehmann Capital Advisory Group | 33,771 | $1.73M | 0.2% | +124.6% | 0.101% | |
11/17/2020 | Jane Street Group LLC | 16,485 | $0.85M | 0.0% | -87.3% | 0.049% | |
11/17/2020 | Captrust Financial Advisors | 1,795 | $92K | 0.0% | +16.0% | 0.005% | |
11/16/2020 | AJ Wealth Strategies LLC | 149,737 | $7.68M | 0.8% | -32.5% | 0.448% | |
11/13/2020 | Morgan Stanley | 521,093 | $26.72M | 0.0% | +11.0% | 1.558% | |
11/13/2020 | Truist Financial Corp | 259,798 | $13.32M | 0.0% | +3.9% | 0.777% | |
11/13/2020 | Change Path LLC | 7,937 | $0.41M | 0.1% | +58.7% | 0.024% | |
11/12/2020 | Summit X LLC | 1,685 | $36K | 0.0% | N/A | 0.005% | |
11/12/2020 | Nations Financial Group Inc. IA ADV | 12,401 | $0.64M | 0.2% | -3.1% | 0.037% | |
11/12/2020 | Wilbanks Smith & Thomas Asset Management LLC | 146,829 | $7.53M | 0.4% | +0.5% | 0.440% | |
11/12/2020 | Capital Analysts LLC | 55,223 | $2.83M | 0.3% | -2.3% | 0.166% | |
11/12/2020 | MBM Wealth Consultants LLC | 63,732 | $3.27M | 2.1% | +2.1% | 0.191% | |
11/11/2020 | Thrivent Financial for Lutherans | 11,806 | $0.61M | 0.0% | +113.0% | 0.036% | |
11/9/2020 | LPL Financial LLC | 150,198 | $7.70M | 0.0% | -13.4% | 0.452% | |
11/9/2020 | Kestra Private Wealth Services LLC | 14,151 | $0.73M | 0.1% | N/A | 0.043% | |
11/6/2020 | BlackRock Inc. | 487 | $25K | 0.0% | -29.8% | 0.001% | |
11/6/2020 | M&T Bank Corp | 758,624 | $38.90M | 0.2% | +1.5% | 2.282% | |
11/6/2020 | Parkside Financial Bank & Trust | 6,197 | $0.32M | 0.1% | -24.5% | 0.019% | |
11/6/2020 | Blair William & Co. IL | 4,125 | $0.21M | 0.0% | -5.4% | 0.012% | |
11/6/2020 | Janney Montgomery Scott LLC | 37,034 | $1.90M | 0.0% | -0.6% | 0.111% | |
11/6/2020 | STA Wealth Management LLC | 153,290 | $7.86M | 1.8% | +124.6% | 0.461% | |
11/5/2020 | Creative Planning | 14,650 | $0.75M | 0.0% | +5.4% | 0.044% | |
11/5/2020 | First Trust Advisors LP | 15,208 | $0.78M | 0.0% | +1.4% | 0.046% | |
11/5/2020 | Cardan Capital Partners LLC | 84,621 | $4.34M | 0.6% | -17.8% | 0.255% | |
11/5/2020 | Commonwealth Equity Services LLC | 23,875 | $1.22M | 0.0% | +4.4% | 0.072% | |