5/9/2024 | Blair William & Co. IL | 12,007 | $264K | 0.0% | -6.7% | 0.110% | |
5/9/2024 | Orion Portfolio Solutions LLC | 408,858 | $8.99M | 0.1% | +21.6% | 3.751% | |
5/7/2024 | Concurrent Investment Advisors LLC | 41,976 | $923K | 0.0% | +26.3% | 0.385% | |
5/2/2024 | Family Firm Inc. | 16,978 | $373K | 0.1% | -12.8% | 0.156% | |
4/27/2024 | Kellett Wealth Advisors LLC | 16,729 | $368K | 0.3% | +10.2% | 0.153% | |
4/24/2024 | Dakota Wealth Management | 558,973 | $12.29M | 0.3% | +14.2% | 5.152% | |
|
4/24/2024 | NBT Bank N A NY | 38,889 | $855K | 0.1% | -7.9% | 0.358% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 305,729 | $6.72M | 0.0% | -10.7% | 2.818% | |
3/22/2024 | PNC Financial Services Group Inc. | 20,499 | $467K | 0.0% | -10.4% | 0.123% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 13,035 | $297K | 0.0% | +21.3% | 0.079% | |
3/5/2024 | Fisher Asset Management LLC | 37,498 | $853K | 0.0% | +6.2% | 0.226% | |
3/5/2024 | Twin Focus Capital Partners LLC | 114,560 | $2.61M | 0.3% | N/A | 0.690% | |
2/14/2024 | Westwood Holdings Group Inc. | 125,628 | $2.86M | 0.0% | N/A | 0.757% | |
2/9/2024 | Advisory Services Network LLC | 127,394 | $2.90M | 0.1% | +73.9% | 0.767% | |
2/9/2024 | Orion Portfolio Solutions LLC | 336,322 | $7.71M | 0.1% | -6.8% | 2.026% | |
2/9/2024 | Corient Private Wealth LLC | 44,694 | $1.02M | 0.0% | -43.5% | 0.269% | |
2/9/2024 | PNC Financial Services Group Inc. | 20,499 | $467K | 0.0% | -10.4% | 0.123% | |
2/8/2024 | Great Lakes Advisors LLC | 93,650 | $2.13M | 0.0% | +2.1% | 0.564% | |
2/7/2024 | BNP Paribas Financial Markets | 216,935 | $4.94M | 0.0% | +50.3% | 1.307% | |
2/7/2024 | Principal Street Partners LLC | 19,172 | $436K | 0.1% | N/A | 0.115% | |
2/6/2024 | Private Advisor Group LLC | 11,092 | $252K | 0.0% | N/A | 0.067% | |
2/6/2024 | National Bank of Canada FI | 72,286 | $1.65M | 0.0% | -0.9% | 0.435% | |
2/6/2024 | Axxcess Wealth Management LLC | 13,323 | $303K | 0.0% | +14.7% | 0.080% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 14,307 | $326K | 0.0% | -53.0% | 0.086% | |
2/6/2024 | SRS Capital Advisors Inc. | 2,688 | $61K | 0.0% | -37.5% | 0.016% | |
2/6/2024 | Fisher Asset Management LLC | 37,498 | $853K | 0.0% | +6.2% | 0.226% | |
2/5/2024 | Alpha Cubed Investments LLC | 94,505 | $2.15M | 0.1% | N/A | 0.569% | |
2/2/2024 | Truist Financial Corp | 31,126 | $708K | 0.0% | +53.8% | 0.188% | |
1/31/2024 | Kellett Wealth Advisors LLC | 15,184 | $346K | 0.3% | N/A | 0.091% | |
1/30/2024 | Dakota Wealth Management | 489,571 | $11.14M | 0.4% | +21.8% | 2.949% | |
1/26/2024 | Williams & Novak LLC | 13,740 | $313K | 0.4% | N/A | 0.083% | |
1/25/2024 | International Assets Investment Management LLC | 15,948 | $363K | 0.0% | N/A | 0.096% | |
1/25/2024 | First Merchants Corp | 18,728 | $426K | 0.0% | -2.3% | 0.113% | |
1/24/2024 | International Assets Investment Management LLC | 15,948 | $363K | 0.0% | N/A | 0.096% | |
1/24/2024 | Chevy Chase Trust Holdings LLC | 9,184 | $209K | 0.0% | N/A | 0.055% | |
1/23/2024 | DAVENPORT & Co LLC | 23,599 | $537K | 0.0% | +36.4% | 0.142% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 342,276 | $7.79M | 0.0% | +7.6% | 2.062% | |
1/16/2024 | Raymond James & Associates | 126,932 | $2.89M | 0.0% | +91.9% | 0.765% | |
1/16/2024 | Retirement Planning Group LLC | 46,422 | $1.06M | 0.1% | +90.2% | 0.280% | |
1/12/2024 | CX Institutional | 12,093 | $275K | 0.0% | -44.2% | 0.073% | |
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1/11/2024 | Ferguson Wellman Capital Management Inc. | 51,021 | $1.16M | 0.0% | N/A | 0.307% | |
1/11/2024 | First Citizens Financial Corp | 34,097 | $776K | 0.5% | -5.2% | 0.205% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 12,740 | $288K | 0.0% | N/A | 0.077% | |
1/5/2024 | Capital Investment Advisors LLC | 16,628 | $378K | 0.0% | -29.4% | 0.100% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 10,749 | $230K | 0.0% | -22.6% | 0.065% | |
11/15/2023 | Axxcess Wealth Management LLC | 11,618 | $247K | 0.0% | N/A | 0.070% | |
11/14/2023 | Tower Research Capital LLC TRC | 86,441 | $1.84M | 0.1% | +285.0% | 0.521% | |
11/14/2023 | PGIM Custom Harvest LLC | 487,450 | $10.38M | 0.3% | -21.9% | 2.936% | |
11/13/2023 | Kestra Advisory Services LLC | 17,383 | $370K | 0.0% | -36.0% | 0.105% | |
11/13/2023 | PNC Financial Services Group Inc. | 22,887 | $487K | 0.0% | -10.7% | 0.138% | |
11/9/2023 | First Heartland Consultants Inc. | 80,681 | $1.72M | 0.2% | N/A | 0.486% | |
11/9/2023 | Tocqueville Asset Management L.P. | 11,585 | $247K | 0.0% | -5.8% | 0.070% | |
11/9/2023 | Econ Financial Services Corp | 26,250 | $559K | 0.4% | N/A | 0.158% | |
11/9/2023 | Blair William & Co. IL | 12,932 | $275K | 0.0% | +9.1% | 0.078% | |
11/9/2023 | UBS Group AG | 176,693 | $3.76M | 0.0% | +52.5% | 1.064% | |
11/8/2023 | Pathstone Family Office LLC | 23,432 | $499K | 0.0% | N/A | 0.141% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 49,297 | $1.05M | 0.0% | -3.6% | 0.297% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 109,560 | $2.33M | 0.0% | -2.1% | 0.660% | |
11/7/2023 | Great Lakes Advisors LLC | 91,698 | $1.95M | 0.0% | +3.6% | 0.552% | |
11/1/2023 | Orion Portfolio Solutions LLC | 360,936 | $7.69M | 0.1% | -1.7% | 2.174% | |
10/30/2023 | Strengthening Families & Communities LLC | 216,281 | $4.61M | 2.0% | +3.4% | 1.303% | |
10/26/2023 | NBT Bank N A NY | 46,841 | $998K | 0.1% | -10.0% | 0.282% | |
10/26/2023 | First Merchants Corp | 19,162 | $408K | 0.0% | +3.1% | 0.115% | |
10/25/2023 | Retirement Planning Group LLC | 24,411 | $520K | 0.1% | -9.5% | 0.147% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 318,180 | $6.78M | 0.0% | +13.6% | 1.917% | |
10/24/2023 | Raymond James & Associates | 66,142 | $1.41M | 0.0% | -4.6% | 0.398% | |
10/24/2023 | Dakota Wealth Management | 401,785 | $8.56M | 0.4% | +6.6% | 2.420% | |
10/23/2023 | Commonwealth Equity Services LLC | 22,070 | $470K | 0.0% | -14.6% | 0.133% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 30,472 | $649K | 0.0% | -36.9% | 0.184% | |
10/20/2023 | Family Firm Inc. | 18,526 | $395K | 0.1% | +16.8% | 0.112% | |
10/18/2023 | CX Institutional | 21,663 | $461K | 0.0% | +40.6% | 0.131% | |
10/16/2023 | Capital Investment Advisors LLC | 23,555 | $502K | 0.0% | -26.9% | 0.142% | |
10/13/2023 | First Citizens Financial Corp | 35,966 | $766K | 0.5% | -2.2% | 0.217% | |
10/10/2023 | National Bank of Canada FI | 72,969 | $1.53M | 0.0% | +2.0% | 0.440% | |
8/14/2023 | Orion Portfolio Solutions LLC | 367,208 | $8.12M | 0.1% | +2.3% | 2.212% | |
8/14/2023 | Lumature Wealth Partners LLC | 28,338 | $626K | 0.4% | +20.5% | 0.171% | |
8/14/2023 | Snowden Capital Advisors LLC | 30,387 | $672K | 0.0% | -5.2% | 0.183% | |
8/11/2023 | Kestra Advisory Services LLC | 27,161 | $600K | 0.0% | -36.3% | 0.164% | |
8/11/2023 | PNC Financial Services Group Inc. | 25,635 | $567K | 0.0% | -27.6% | 0.154% | |
8/10/2023 | Great Lakes Advisors LLC | 88,481 | $1.96M | 0.0% | +5.1% | 0.533% | |
8/10/2023 | US Bancorp DE | 3,664 | $81K | 0.0% | -11.5% | 0.022% | |
8/10/2023 | Citigroup Inc. | 777,140 | $17.18M | 0.0% | -75.4% | 4.682% | |
8/10/2023 | Cetera Investment Advisers | 13,227 | $292K | 0.0% | -12.7% | 0.080% | |
8/9/2023 | Veritable L.P. | 23,432 | $518K | 0.0% | -35.0% | 0.141% | |
8/9/2023 | Coastal Investment Advisors Inc. | 5,760 | $127K | 0.0% | N/A | 0.035% | |
8/8/2023 | Fisher Asset Management LLC | 49,975 | $1.10M | 0.0% | -9.3% | 0.301% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 48,266 | $1.07M | 0.1% | +6.9% | 0.291% | |
8/4/2023 | IFP Advisors Inc | 2,316 | $63K | 0.0% | -29.8% | 0.014% | |
8/3/2023 | Advanced Asset Management Advisors Inc | 8,021 | $177K | 0.0% | -9.3% | 0.048% | |
8/3/2023 | Oppenheimer Asset Management Inc. | 111,879 | $2.47M | 0.0% | -1.2% | 0.674% | |
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8/2/2023 | Blue Chip Partners LLC | 5,972 | $132K | 0.0% | -14.1% | 0.036% | |
8/2/2023 | Bank of Montreal Can | 99,718 | $2.21M | 0.0% | N/A | 0.601% | |
8/1/2023 | Truist Financial Corp | 28,125 | $622K | 0.0% | -9.4% | 0.169% | |
7/31/2023 | LPL Financial LLC | 137,830 | $3.05M | 0.0% | +112.3% | 0.830% | |
7/31/2023 | Dakota Wealth Management | 376,943 | $8.33M | 0.4% | +6.8% | 2.271% | |
7/31/2023 | Essex LLC | 9,320 | $206K | 0.1% | -11.7% | 0.056% | |
7/28/2023 | First Republic Investment Management Inc. | 51,114 | $1.13M | 0.0% | -5.6% | 0.308% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 13,895 | $307K | 0.0% | N/A | 0.084% | |
7/27/2023 | Financial Counselors Inc. | 11,748 | $260K | 0.0% | +7.8% | 0.071% | |
7/26/2023 | Janney Montgomery Scott LLC | 9,391 | $208K | 0.0% | -40.7% | 0.074% | |