5/8/2024 | Avantax Advisory Services Inc. | 22,381 | $604K | 0.0% | -57.8% | 0.079% | |
5/7/2024 | Anchor Capital Advisors LLC | 54,233 | $1.46M | 0.0% | +32.9% | 0.192% | |
5/7/2024 | Atomi Financial Group Inc. | 130,217 | $3.52M | 0.3% | +66.6% | 0.460% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 41,465 | $1.12M | 0.0% | +9.9% | 0.147% | |
5/3/2024 | United Community Bank | 49,051 | $1.32M | 0.5% | +1.7% | 0.197% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 23,946 | $647K | 0.0% | -15.4% | 0.096% | |
|
5/2/2024 | Choreo LLC | 11,722 | $316K | 0.0% | -9.7% | 0.047% | |
5/1/2024 | Janney Montgomery Scott LLC | 34,532 | $932K | 0.0% | -2.7% | 0.139% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 18,130 | $490K | 0.0% | N/A | 0.073% | |
4/30/2024 | Hartline Investment Corp | 9,850 | $266K | 0.0% | N/A | 0.040% | |
4/30/2024 | Commonwealth Equity Services LLC | 50,737 | $1.37M | 0.0% | -16.4% | 0.204% | |
4/25/2024 | TNF LLC | 8,161 | $226K | 0.1% | -23.6% | 0.033% | |
4/25/2024 | Triumph Capital Management | 21,679 | $589K | 0.2% | +1.9% | 0.087% | |
4/24/2024 | Patton Albertson Miller Group LLC | 14,492 | $391K | 0.1% | -66.4% | 0.061% | |
4/22/2024 | Raymond James & Associates | 194,928 | $5.26M | 0.0% | +7.8% | 0.816% | |
4/19/2024 | Evolution Wealth Advisors LLC | 226,206 | $6.11M | 1.2% | -15.0% | 0.935% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 209,213 | $5.65M | 0.0% | -0.8% | 0.865% | |
4/18/2024 | Hubbell Strickland Wealth Management LLC | 18,463 | $498K | 0.3% | -5.4% | 0.076% | |
4/18/2024 | Pettinga Financial Advisors LLC | 39,643 | $1.07M | 0.3% | +9.0% | 0.164% | |
4/15/2024 | Brookstone Capital Management | 24,607 | $664K | 0.0% | -54.1% | 0.102% | |
4/12/2024 | Axiom Advisory LLC | 75,301 | $2.03M | 1.5% | +7.2% | 0.314% | |
4/10/2024 | EWG Elevate Inc. | 20,530 | $554K | 0.2% | +10.2% | 0.086% | |
3/26/2024 | Napatree Capital LLC | 8,604 | $216K | 0.2% | N/A | 0.035% | |
3/5/2024 | Twin Focus Capital Partners LLC | 73,100 | $1.83M | 0.2% | +131.3% | 0.296% | |
2/22/2024 | Scarborough Advisors LLC | 6,585 | $165K | 0.0% | N/A | 0.027% | |
2/14/2024 | Northwest Wealth Management LLC | 10,575 | $265K | 0.1% | +4.1% | 0.043% | |
2/13/2024 | Fairview Capital Investment Management LLC | 167,055 | $4.19M | 0.2% | +5.2% | 0.676% | |
2/13/2024 | United Community Bank | 48,221 | $1.21M | 0.5% | -10.8% | 0.195% | |
2/9/2024 | WBI Investments LLC | 30,901 | $775K | 0.2% | -21.5% | 0.125% | |
2/9/2024 | D.A. Davidson & CO. | 68,352 | $1.71M | 0.0% | -1.5% | 0.277% | |
2/9/2024 | Sachetta LLC | 2,600 | $65K | 0.0% | N/A | 0.011% | |
2/8/2024 | Kingsview Wealth Management LLC | 20,084 | $504K | 0.0% | -11.9% | 0.081% | |
2/8/2024 | FCA Corp TX | 8,764 | $220K | 0.1% | N/A | 0.035% | |
2/8/2024 | Foundations Investment Advisors LLC | 137,098 | $3.49M | 0.1% | +31.8% | 0.555% | |
2/8/2024 | Janney Montgomery Scott LLC | 35,489 | $890K | 0.0% | -3.4% | 0.144% | |
2/7/2024 | Avantax Advisory Services Inc. | 53,098 | $1.33M | 0.0% | +270.9% | 0.215% | |
2/7/2024 | Calton & Associates Inc. | 9,159 | $230K | 0.1% | N/A | 0.037% | |
2/7/2024 | Principal Securities Inc. | 12,341 | $309K | 0.0% | N/A | 0.050% | |
2/7/2024 | Patton Albertson Miller Group LLC | 43,150 | $1.08M | 0.2% | -42.3% | 0.175% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 6,874,032 | $172.33M | 0.0% | -4.2% | 27.830% | |
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2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 37,742 | $946K | 0.0% | +9.7% | 0.153% | |
2/6/2024 | New York Life Investment Management LLC | 211,860 | $5.31M | 0.1% | -74.5% | 0.858% | |
2/5/2024 | Triumph Capital Management | 21,278 | $533K | 0.2% | +13.9% | 0.086% | |
2/5/2024 | Anchor Capital Advisors LLC | 40,815 | $1.02M | 0.0% | -8.6% | 0.165% | |
2/5/2024 | Choreo LLC | 12,986 | $326K | 0.0% | +13.4% | 0.053% | |
2/2/2024 | Anfield Capital Management LLC | 31,276 | $784K | 0.4% | -43.8% | 0.127% | |
2/2/2024 | TAP Consulting LLC | 102,562 | $2.57M | 0.6% | N/A | 0.415% | |
2/2/2024 | VCI Wealth Management LLC | 134,598 | $3.37M | 2.1% | N/A | 0.545% | |
2/2/2024 | Atria Wealth Solutions Inc. | 10,058 | $252K | 0.0% | -48.4% | 0.040% | |
2/1/2024 | Sigma Planning Corp | 11,062 | $277K | 0.0% | -54.4% | 0.044% | |
2/1/2024 | CWM LLC | 21,131 | $530K | 0.0% | -14.6% | 0.085% | |
2/1/2024 | OVERSEA CHINESE BANKING Corp Ltd | 11,000 | $276K | 0.0% | +50.7% | 0.044% | |
1/31/2024 | Evolution Wealth Advisors LLC | 266,136 | $6.67M | 1.3% | -4.4% | 1.069% | |
1/30/2024 | Private Client Services LLC | 8,448 | $212K | 0.2% | N/A | 0.034% | |
1/30/2024 | TNF LLC | 10,681 | $277K | 0.1% | -9.8% | 0.043% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,850 | $247K | 0.0% | +4.5% | 0.040% | |
1/30/2024 | Sumitomo Mitsui Trust Holdings Inc. | 210,853 | $5.29M | 0.0% | -32.8% | 0.847% | |
1/30/2024 | Axiom Advisory LLC | 70,272 | $1.76M | 1.4% | +7.7% | 0.282% | |
1/29/2024 | ORG Partners LLC | 2,527 | $64K | 0.0% | +180.5% | 0.010% | |
1/26/2024 | Cerity Partners LLC | 23,261 | $583K | 0.0% | -25.0% | 0.093% | |
1/25/2024 | International Assets Investment Management LLC | 154,254 | $3.87M | 0.0% | +1,955.9% | 0.619% | |
1/24/2024 | Allworth Financial LP | 1,353 | $34K | 0.0% | -39.3% | 0.005% | |
1/24/2024 | International Assets Investment Management LLC | 154,254 | $3.87M | 0.0% | +1,955.9% | 0.619% | |
1/19/2024 | Columbus Macro LLC | 48,885 | $1.23M | 0.5% | -38.5% | 0.196% | |
1/18/2024 | Peak Financial Management Inc. | 211,951 | $5.31M | 1.8% | -1.1% | 0.848% | |
1/18/2024 | Pettinga Financial Advisors LLC | 36,374 | $912K | 0.2% | +34.1% | 0.145% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 27,806 | $697K | 0.0% | +8.2% | 0.111% | |
1/16/2024 | Raymond James & Associates | 180,766 | $4.53M | 0.0% | -27.9% | 0.723% | |
1/16/2024 | Hubbell Strickland Wealth Management LLC | 19,518 | $489K | 0.3% | -7.8% | 0.078% | |
1/16/2024 | Wealthsource Partners LLC | 69,967 | $1.75M | 0.1% | -22.0% | 0.280% | |
1/12/2024 | Mutual Advisors LLC | 9,334 | $234K | 0.0% | -15.5% | 0.037% | |
1/12/2024 | Disciplined Investments LLC | 10,965 | $275K | 0.2% | -33.9% | 0.043% | |
1/11/2024 | Brookstone Capital Management | 53,621 | $1.34M | 0.0% | -14.5% | 0.212% | |
1/11/2024 | Marion Wealth Management | 147,147 | $3.69M | 1.2% | N/A | 0.582% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 1,782 | $45K | 0.0% | -34.2% | 0.007% | |
1/9/2024 | EWG Elevate Inc. | 18,638 | $467K | 0.2% | +14.4% | 0.074% | |
12/11/2023 | Sunbelt Securities Inc. | 1,122 | $33K | 0.0% | -38.1% | 0.004% | |
11/14/2023 | Twin Focus Capital Partners LLC | 31,600 | $921K | 0.2% | N/A | 0.111% | |
11/14/2023 | Mutual Advisors LLC | 11,044 | $322K | 0.0% | -18.0% | 0.039% | |
11/13/2023 | Stifel Financial Corp | 127,612 | $3.72M | 0.0% | -2.8% | 0.448% | |
11/13/2023 | Mariner LLC | 96,660 | $2.82M | 0.0% | -5.3% | 0.339% | |
11/13/2023 | LPL Financial LLC | 174,071 | $5.07M | 0.0% | -6.4% | 0.611% | |
11/13/2023 | Envestnet Asset Management Inc. | 123,941 | $3.61M | 0.0% | -26.0% | 0.435% | |
11/13/2023 | Kestra Advisory Services LLC | 68,809 | $2.01M | 0.0% | +1.7% | 0.241% | |
11/9/2023 | Loomis Sayles & Co. L P | 2,409 | $70K | 0.0% | -38.4% | 0.008% | |
11/9/2023 | Atomi Financial Group Inc. | 62,831 | $1.83M | 0.6% | +78.9% | 0.220% | |
11/9/2023 | Anchor Capital Advisors LLC | 44,643 | $1.30M | 0.0% | +25.2% | 0.157% | |
11/9/2023 | WBI Investments Inc. | 39,384 | $1.15M | 0.2% | -1.1% | 0.138% | |
11/9/2023 | Varma Mutual Pension Insurance Co | 128,980 | $3.76M | 0.0% | N/A | 0.453% | |
11/9/2023 | Wealth Alliance | 91,814 | $2.68M | 0.4% | N/A | 0.322% | |
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11/9/2023 | Blair William & Co. IL | 7,239 | $211K | 0.0% | -7.8% | 0.025% | |
11/9/2023 | UBS Group AG | 162,147 | $4.73M | 0.0% | -24.1% | 0.569% | |
11/9/2023 | Crewe Advisors LLC | 1,567 | $46K | 0.0% | N/A | 0.005% | |
11/8/2023 | Choreo LLC | 11,456 | $334K | 0.0% | -30.8% | 0.040% | |
11/8/2023 | O Brien Greene & Co. Inc | 10,310 | $301K | 0.1% | +12.6% | 0.036% | |
11/8/2023 | HighTower Advisors LLC | 173,962 | $5.07M | 0.0% | -3.1% | 0.610% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 7,175,440 | $209.16M | 0.1% | -2.8% | 25.177% | |
11/8/2023 | D.A. Davidson & CO. | 69,411 | $2.02M | 0.0% | N/A | 0.244% | |
11/8/2023 | Janney Montgomery Scott LLC | 36,738 | $1.07M | 0.0% | -8.1% | 0.129% | |
11/8/2023 | Atria Wealth Solutions Inc. | 19,483 | $568K | 0.0% | +4.3% | 0.068% | |