3/22/2024 | PNC Financial Services Group Inc. | 7,453 | $0.33M | 0.0% | +9.6% | 0.025% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 14,527 | $0.64M | 0.0% | -8.6% | 0.049% | |
3/1/2024 | Goldman Sachs Group Inc. | 525,309 | $23.18M | 0.0% | -15.8% | 1.781% | |
3/1/2024 | Pineridge Advisors LLC | 2,036 | $90K | 0.0% | N/A | 0.007% | |
2/27/2024 | Counterweight Ventures LLC | 50,589 | $2.23M | 2.0% | N/A | 0.171% | |
2/16/2024 | GSA Capital Partners LLP | 14,354 | $0.63M | 0.1% | +56.9% | 0.049% | |
|
2/15/2024 | Mercer Global Advisors Inc. ADV | 83,625 | $3.69M | 0.0% | -8.7% | 0.283% | |
2/15/2024 | Nwam LLC | 9,578 | $0.42M | 0.0% | N/A | 0.032% | |
2/15/2024 | Baird Financial Group Inc. | 36,022 | $1.59M | 0.0% | -1.4% | 0.122% | |
2/15/2024 | Comerica Bank | 10,420 | $0.46M | 0.0% | -16.0% | 0.035% | |
2/14/2024 | Royal Bank of Canada | 478,448 | $21.11M | 0.0% | -1.5% | 1.622% | |
2/14/2024 | Pathstone Holdings LLC | 27,719 | $1.22M | 0.0% | N/A | 0.094% | |
2/14/2024 | Kestra Advisory Services LLC | 44,146 | $1.95M | 0.0% | -5.2% | 0.150% | |
2/14/2024 | Creative Planning | 39,206 | $1.73M | 0.0% | -25.5% | 0.133% | |
2/14/2024 | Icon Wealth Advisors LLC | 3,468 | $0.15M | 0.0% | N/A | 0.012% | |
2/14/2024 | Cresset Asset Management LLC | 20,859 | $0.92M | 0.0% | -15.7% | 0.071% | |
2/14/2024 | Regal Investment Advisors LLC | 5,636 | $0.25M | 0.0% | +19.9% | 0.019% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 1,322 | $58K | 0.1% | N/A | 0.004% | |
2/14/2024 | Waterloo Capital L.P. | 70,560 | $3.11M | 0.5% | N/A | 0.239% | |
2/13/2024 | Envestnet Asset Management Inc. | 206,306 | $9.10M | 0.0% | +2.7% | 0.699% | |
2/13/2024 | Cetera Advisor Networks LLC | 139,943 | $6.17M | 0.0% | -3.5% | 0.474% | |
2/13/2024 | Tower Research Capital LLC TRC | 9,090 | $0.40M | 0.0% | N/A | 0.031% | |
2/13/2024 | Goldman Sachs Group Inc. | 525,309 | $23.18M | 0.0% | -15.8% | 1.781% | |
2/12/2024 | Tradition Wealth Management LLC | 12,636 | $0.56M | 0.1% | -4.0% | 0.043% | |
2/12/2024 | Stifel Financial Corp | 87,307 | $3.85M | 0.0% | -2.2% | 0.296% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 11,832 | $0.52M | 0.0% | -15.8% | 0.040% | |
2/12/2024 | Parallel Advisors LLC | 1,564 | $69K | 0.0% | -65.8% | 0.005% | |
2/9/2024 | Advisory Services Network LLC | 19,949 | $0.88M | 0.0% | -75.3% | 0.068% | |
2/9/2024 | US Bancorp DE | 3,490 | $0.15M | 0.0% | +7.5% | 0.012% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 69,230 | $3.05M | 0.0% | -47.5% | 0.235% | |
2/9/2024 | EverSource Wealth Advisors LLC | 914 | $40K | 0.0% | +187.4% | 0.003% | |
2/9/2024 | TSA Wealth Managment LLC | 8,363 | $0.37M | 0.2% | N/A | 0.028% | |
2/9/2024 | Journey Strategic Wealth LLC | 7,469 | $0.33M | 0.0% | N/A | 0.025% | |
2/9/2024 | CreativeOne Wealth LLC | 5,889 | $0.26M | 0.0% | N/A | 0.020% | |
2/9/2024 | Corient Private Wealth LLC | 67,838 | $2.99M | 0.0% | -6.6% | 0.230% | |
2/9/2024 | Wells Fargo & Company MN | 940,266 | $41.49M | 0.0% | -2.9% | 3.187% | |
2/9/2024 | UBS Group AG | 615,684 | $27.16M | 0.0% | -5.9% | 2.087% | |
2/9/2024 | PNC Financial Services Group Inc. | 7,453 | $0.33M | 0.0% | +9.6% | 0.025% | |
2/8/2024 | AMG National Trust Bank | 129,338 | $5.71M | 0.2% | +7.8% | 0.438% | |
2/8/2024 | Allegheny Financial Group LTD | 11,719 | $0.52M | 0.2% | +5.6% | 0.040% | |
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2/8/2024 | Atlantic Edge Private Wealth Management LLC | 1,140 | $50K | 0.0% | N/A | 0.004% | |
2/8/2024 | Kickstand Ventures LLC. | 10,763 | $0.48M | 0.1% | N/A | 0.036% | |
2/8/2024 | Eudaimonia Partners LLC | 6,994 | $0.31M | 0.1% | -4.6% | 0.024% | |
2/8/2024 | Janney Montgomery Scott LLC | 82,830 | $3.65M | 0.0% | -43.5% | 0.281% | |
2/8/2024 | Sumitomo Mitsui Financial Group Inc. | 111,165 | $4.91M | 0.2% | +2.1% | 0.377% | |
2/8/2024 | Shared Vision Wealth Group LLC | 8,521 | $0.38M | 0.3% | N/A | 0.029% | |
2/7/2024 | Avantax Advisory Services Inc. | 9,459 | $0.42M | 0.0% | -7.4% | 0.032% | |
2/7/2024 | EQ LLC | 15,497 | $0.68M | 0.5% | N/A | 0.053% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 5,258 | $0.23M | 0.0% | N/A | 0.018% | |
2/7/2024 | Invst LLC | 6,974 | $0.30M | 0.0% | -14.7% | 0.024% | |
2/7/2024 | BNP Paribas Financial Markets | 20,548 | $0.91M | 0.0% | -82.0% | 0.070% | |
2/7/2024 | Principal Securities Inc. | 1,778 | $78K | 0.0% | N/A | 0.006% | |
2/7/2024 | Montag A & Associates Inc. | 3,825 | $0.17M | 0.0% | +99.9% | 0.013% | |
2/7/2024 | Patton Albertson Miller Group LLC | 11,508 | $0.51M | 0.1% | -8.3% | 0.039% | |
2/6/2024 | Picton Mahoney Asset Management | 4,400 | $0.19M | 0.0% | +165.1% | 0.015% | |
2/6/2024 | ShoreHaven Wealth Partners LLC | 11,509 | $0.51M | 0.3% | +129.1% | 0.039% | |
2/6/2024 | Family Asset Management LLC | 4,008 | $0.18M | 0.1% | -20.7% | 0.014% | |
2/6/2024 | Private Advisor Group LLC | 37,544 | $1.66M | 0.0% | +21.9% | 0.127% | |
2/6/2024 | Avidian Wealth Solutions LLC | 59,849 | $2.64M | 0.2% | -9.9% | 0.203% | |
2/6/2024 | Provence Wealth Management Group | 1,151 | $51K | 0.0% | -21.5% | 0.004% | |
2/6/2024 | W Advisors LLC | 5,141 | $0.23M | 0.2% | N/A | 0.017% | |
2/6/2024 | Merit Financial Group LLC | 15,058 | $0.66M | 0.0% | N/A | 0.051% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 44,443 | $1.96M | 0.1% | -57.9% | 0.151% | |
2/5/2024 | Triumph Capital Management | 13,275 | $0.59M | 0.2% | N/A | 0.045% | |
2/5/2024 | Kestra Private Wealth Services LLC | 7,312 | $0.32M | 0.0% | -3.6% | 0.025% | |
2/5/2024 | Magnus Financial Group LLC | 9,275 | $0.41M | 0.1% | -4.5% | 0.031% | |
2/5/2024 | Transcend Capital Advisors LLC | 5,371 | $0.24M | 0.0% | N/A | 0.018% | |
2/2/2024 | Valmark Advisers Inc. | 4,571 | $0.20M | 0.0% | -13.6% | 0.015% | |
2/2/2024 | Truist Financial Corp | 54,424 | $2.40M | 0.0% | +109.2% | 0.184% | |
2/2/2024 | Atria Wealth Solutions Inc. | 20,530 | $0.91M | 0.0% | -6.1% | 0.070% | |
2/1/2024 | CWM LLC | 16,535 | $0.73M | 0.0% | -6.4% | 0.056% | |
1/31/2024 | J.W. Cole Advisors Inc. | 31,952 | $1.41M | 0.1% | N/A | 0.108% | |
1/31/2024 | Forte Asset Management LLC | 46,684 | $2.06M | 1.4% | -3.4% | 0.158% | |
1/31/2024 | Goodwin Investment Advisory | 2,831 | $0.13M | 0.1% | -55.0% | 0.010% | |
1/30/2024 | Wealth Alliance | 8,537 | $0.38M | 0.1% | N/A | 0.029% | |
1/30/2024 | Windward Private Wealth Management Inc. | 6,266 | $0.28M | 0.1% | -8.1% | 0.021% | |
1/29/2024 | Crestwood Advisors Group LLC | 252,677 | $11.15M | 0.3% | N/A | 0.857% | |
1/29/2024 | Baystate Wealth Management LLC | 1,744 | $77K | 0.0% | N/A | 0.006% | |
1/26/2024 | Cerity Partners LLC | 14,098 | $0.62M | 0.0% | N/A | 0.048% | |
1/25/2024 | Bernardo Wealth Planning LLC | 10,112 | $0.45M | 0.1% | -5.9% | 0.034% | |
1/25/2024 | RFG Advisory LLC | 7,895 | $0.35M | 0.0% | +29.1% | 0.027% | |
1/25/2024 | International Assets Investment Management LLC | 6,164 | $0.27M | 0.0% | -23.4% | 0.021% | |
1/25/2024 | Strategic Blueprint LLC | 9,350 | $0.41M | 0.0% | N/A | 0.032% | |
1/24/2024 | Grimes & Company Inc. | 19,741 | $0.87M | 0.0% | -1.3% | 0.067% | |
1/24/2024 | Foundation Wealth Management LLC | 26,101 | $1.15M | 1.0% | +4.6% | 0.088% | |
1/24/2024 | Detalus Advisors LLC | 10,097 | $0.45M | 0.2% | N/A | 0.034% | |
1/24/2024 | Arkadios Wealth Advisors | 6,900 | $0.30M | 0.0% | -7.1% | 0.023% | |
1/24/2024 | International Assets Investment Management LLC | 271,956 | $12M | 0.0% | +3,280.9% | 0.922% | |
1/23/2024 | WealthShield Partners LLC | 2,751 | $0.12M | 0.0% | -38.4% | 0.009% | |
1/23/2024 | DAVENPORT & Co LLC | 9,701 | $0.43M | 0.0% | -6.2% | 0.033% | |
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1/23/2024 | FAS Wealth Partners Inc. | 3,990 | $0.18M | 0.0% | -20.6% | 0.014% | |
1/22/2024 | Country Club Bank GFN | 9,237 | $0.41M | 0.0% | -3.3% | 0.031% | |
1/22/2024 | Mayflower Financial Advisors LLC | 11,853 | $0.52M | 0.0% | +78.9% | 0.040% | |
1/19/2024 | Realta Investment Advisors | 4,632 | $0.20M | 0.0% | +43.9% | 0.016% | |
1/18/2024 | Global Retirement Partners LLC | 3,809 | $0.16M | 0.0% | -5.9% | 0.013% | |
1/18/2024 | Blue Trust Inc. | 14,231 | $0.68M | 0.0% | +48.9% | 0.048% | |
1/18/2024 | Day & Ennis LLC | 7,013 | $0.31M | 0.1% | -22.6% | 0.024% | |
1/18/2024 | KM Capital Management Ltd. | 6,453 | $0.29M | 0.2% | N/A | 0.022% | |
1/18/2024 | Planned Solutions Inc. | 1,195 | $53K | 0.0% | N/A | 0.004% | |
1/17/2024 | Fort Washington Investment Advisors Inc. OH | 11,960 | $0.53M | 0.0% | -4.0% | 0.041% | |