5/16/2024 | B. Riley Wealth Advisors Inc. | 10,170 | $2.37M | 0.1% | N/A | 0.102% | |
5/16/2024 | Waverly Advisors LLC | 8,925 | $2.08M | 0.0% | N/A | 0.089% | |
5/15/2024 | SVB Wealth LLC | 155,985 | $36.34M | 0.8% | +94.1% | 1.563% | |
5/14/2024 | Pitcairn Co. | 30,647 | $7.14M | 0.5% | -16.2% | 0.307% | |
5/8/2024 | Avantax Advisory Services Inc. | 4,593 | $1.07M | 0.0% | +29.6% | 0.046% | |
5/8/2024 | Verus Financial Partners Inc. | 7,527 | $1.75M | 0.2% | -3.3% | 0.075% | |
|
5/7/2024 | Smithfield Trust Co | 10,377 | $2.42M | 0.1% | -5.1% | 0.104% | |
5/3/2024 | Rehmann Capital Advisory Group | 872 | $203K | 0.0% | N/A | 0.009% | |
5/3/2024 | Commerce Bank | 44,497 | $10.37M | 0.1% | -0.3% | 0.446% | |
5/3/2024 | AA Financial Advisors LLC | 1,052 | $245K | 0.1% | -10.5% | 0.011% | |
5/2/2024 | CNB Bank | 3,777 | $880K | 0.4% | N/A | 0.038% | |
5/2/2024 | Family Firm Inc. | 39,235 | $9.14M | 2.2% | -2.5% | 0.393% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 1,668 | $389K | 0.0% | -14.0% | 0.017% | |
4/30/2024 | Private Advisor Group LLC | 78,424 | $18.27M | 0.1% | +2.3% | 0.786% | |
4/30/2024 | Investment Advisory Group LLC | 3,712 | $865K | 0.4% | N/A | 0.037% | |
4/29/2024 | Commonwealth Equity Services LLC | 10,501 | $2.45M | 0.0% | +21.5% | 0.105% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 17,740 | $4.13M | 0.0% | -0.8% | 0.178% | |
4/25/2024 | Christopher J. Hasenberg Inc | 23,660 | $5.51M | 2.7% | +2.2% | 0.237% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 9,511 | $2.22M | 0.2% | -1.9% | 0.095% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 8,738 | $2.04M | 0.0% | -2.3% | 0.088% | |
4/22/2024 | Nilsine Partners LLC | 1,378 | $321K | 0.0% | N/A | 0.014% | |
4/22/2024 | Raymond James & Associates | 58,986 | $13.74M | 0.0% | +9.9% | 0.591% | |
4/19/2024 | DB Fitzpatrick & Co Inc | 18,040 | $4.20M | 3.9% | -2.5% | 0.181% | |
4/18/2024 | Diversified Trust Co | 88,289 | $20.57M | 0.6% | +0.9% | 0.885% | |
4/15/2024 | Brookstone Capital Management | 1,480 | $345K | 0.0% | +6.1% | 0.015% | |
4/8/2024 | Evensky & Katz LLC | 22,256 | $5.19M | 0.4% | -29.3% | 0.223% | |
3/29/2024 | Adirondack Trust Co. | 10,449 | $2.37M | 1.0% | +14.6% | 0.114% | |
3/22/2024 | PNC Financial Services Group Inc. | 11,826 | $2.52M | 0.0% | -18.0% | 0.129% | |
2/29/2024 | Tortoise Investment Management LLC | 379 | $84K | 0.0% | N/A | 0.004% | |
2/28/2024 | EP Wealth Advisors LLC | 1,251 | $266K | 0.0% | N/A | 0.014% | |
2/14/2024 | Pitcairn Co. | 36,587 | $7.79M | 0.6% | -0.5% | 0.400% | |
2/13/2024 | Christopher J. Hasenberg Inc | 23,147 | $4.93M | 2.7% | N/A | 0.253% | |
2/12/2024 | Stifel Financial Corp | 23,838 | $5.07M | 0.0% | +66.8% | 0.261% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 14,406 | $3.07M | 0.0% | -0.5% | 0.157% | |
2/10/2024 | Linscomb & Williams Inc. | 33,902 | $7.22M | 0.4% | -2.9% | 0.371% | |
2/9/2024 | Commerce Bank | 44,617 | $9.50M | 0.1% | -0.4% | 0.488% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 17,876 | $3.80M | 0.0% | -0.7% | 0.195% | |
2/9/2024 | EverSource Wealth Advisors LLC | 120 | $26K | 0.0% | N/A | 0.001% | |
2/9/2024 | Keystone Financial Group | 2,415 | $514K | 0.1% | +2.1% | 0.026% | |
2/9/2024 | Assetmark Inc. | 134 | $29K | 0.0% | -91.0% | 0.001% | |
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2/9/2024 | UBS Group AG | 43,866 | $9.34M | 0.0% | +36.9% | 0.479% | |
2/9/2024 | PNC Financial Services Group Inc. | 11,826 | $2.52M | 0.0% | -18.0% | 0.129% | |
2/8/2024 | Brown Advisory Inc. | 39,137 | $8.33M | 0.0% | +0.2% | 0.428% | |
2/8/2024 | Tortoise Investment Management LLC | 379 | $84K | 0.0% | N/A | 0.004% | |
2/7/2024 | Avantax Advisory Services Inc. | 3,543 | $754K | 0.0% | +86.6% | 0.039% | |
2/7/2024 | Principal Street Partners LLC | 2,624 | $558K | 0.1% | -50.0% | 0.029% | |
2/7/2024 | Smithfield Trust Co | 10,936 | $2.33M | 0.1% | +7.8% | 0.120% | |
2/7/2024 | Verus Financial Partners Inc. | 7,787 | $1.69M | 0.2% | -44.1% | 0.085% | |
2/6/2024 | Private Advisor Group LLC | 76,660 | $16.32M | 0.1% | +1,291.5% | 0.838% | |
2/6/2024 | Red Cedar Investment Management LLC | 18,240 | $3.89M | 0.6% | -2.0% | 0.199% | |
2/6/2024 | ARS Wealth Advisors Group LLC | 1,893 | $403K | 0.1% | -5.4% | 0.021% | |
2/1/2024 | Capital Investment Advisory Services LLC | 853 | $182K | 0.0% | -19.0% | 0.009% | |
2/1/2024 | CWM LLC | 8,683 | $1.85M | 0.0% | +8.9% | 0.095% | |
1/30/2024 | Diversified Portfolios Inc. | 52,307 | $11.13M | 1.8% | -0.2% | 0.572% | |
1/30/2024 | SVB Wealth LLC | 80,362 | $17.10M | 0.4% | N/A | 0.878% | |
1/30/2024 | BOK Financial Private Wealth Inc. | 1,940 | $413K | 0.0% | -56.9% | 0.021% | |
1/26/2024 | Cerity Partners LLC | 106,293 | $22.62M | 0.0% | +442.8% | 1.162% | |
1/26/2024 | Sequoia Financial Advisors LLC | 2,478 | $527K | 0.0% | N/A | 0.027% | |
1/25/2024 | International Assets Investment Management LLC | 173,456 | $36.92M | 0.1% | +21,182.9% | 1.896% | |
1/24/2024 | Stratos Wealth Advisors LLC | 12,332 | $2.63M | 0.2% | +9.9% | 0.135% | |
1/24/2024 | International Assets Investment Management LLC | 173,456 | $36.92M | 0.0% | +21,182.9% | 1.896% | |
1/24/2024 | DB Fitzpatrick & Co Inc | 18,503 | $3.94M | 3.8% | +3.4% | 0.202% | |
1/23/2024 | Coastline Trust Co | 11,779 | $2.51M | 0.3% | N/A | 0.129% | |
1/19/2024 | Fifth Third Bancorp | 22,638 | $4.82M | 0.0% | -3.1% | 0.247% | |
1/18/2024 | Global Retirement Partners LLC | 1,463 | $309K | 0.0% | -96.7% | 0.016% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 8,948 | $1.90M | 0.0% | -1.0% | 0.098% | |
1/16/2024 | Raymond James & Associates | 53,650 | $11.42M | 0.0% | -5.0% | 0.586% | |
1/11/2024 | Brookstone Capital Management | 1,395 | $297K | 0.0% | +3.7% | 0.015% | |
1/10/2024 | Silvia Mccoll Wealth Management LLC | 1,765 | $376K | 0.3% | +2.9% | 0.019% | |
1/8/2024 | Diversified Trust Co | 87,465 | $18.62M | 0.6% | -0.6% | 0.956% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 10,170 | $1.94M | 0.1% | -3.3% | 0.115% | |
11/15/2023 | Baker Avenue Asset Management LP | 4,249 | $810K | 0.0% | +18.7% | 0.048% | |
11/15/2023 | Ameriprise Financial Inc. | 578,358 | $110.32M | 0.0% | -14.7% | 6.513% | |
11/14/2023 | Operose Advisors LLC | 6,255 | $1.19M | 0.5% | -4.8% | 0.070% | |
11/13/2023 | Stifel Financial Corp | 14,289 | $2.73M | 0.0% | +371.4% | 0.161% | |
11/13/2023 | Mariner LLC | 28,926 | $5.52M | 0.0% | +6.2% | 0.326% | |
11/13/2023 | LPL Financial LLC | 69,221 | $13.20M | 0.0% | +7.1% | 0.780% | |
11/13/2023 | Kestra Advisory Services LLC | 2,207 | $421K | 0.0% | +7.8% | 0.025% | |
11/9/2023 | UBS Group AG | 32,048 | $6.11M | 0.0% | +4.9% | 0.361% | |
11/8/2023 | HighTower Advisors LLC | 115,189 | $21.96M | 0.0% | +7.2% | 1.297% | |
11/8/2023 | Pathstone Family Office LLC | 3,995 | $762K | 0.0% | N/A | 0.045% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 1,626 | $310K | 0.0% | -11.2% | 0.018% | |
11/8/2023 | Avantax Advisory Services Inc. | 1,899 | $362K | 0.0% | +12.0% | 0.021% | |
11/6/2023 | HBK Sorce Advisory LLC | 3,094 | $590K | 0.0% | -27.9% | 0.035% | |
11/6/2023 | Lincoln National Corp | 5,452 | $1.04M | 0.0% | +5.3% | 0.061% | |
11/6/2023 | Ieq Capital LLC | 21,249 | $4.05M | 0.1% | -0.8% | 0.239% | |
11/4/2023 | NBC Securities Inc. | 15,150 | $2.89M | 0.3% | N/A | 0.171% | |
11/3/2023 | Private Advisor Group LLC | 5,509 | $1.05M | 0.0% | N/A | 0.062% | |
11/2/2023 | Capital Investment Advisory Services LLC | 1,053 | $201K | 0.0% | N/A | 0.012% | |
11/1/2023 | DB Fitzpatrick & Co Inc | 17,892 | $3.41M | 3.6% | -20.0% | 0.201% | |
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10/31/2023 | Adirondack Trust Co. | 9,116 | $1.74M | 0.9% | +17.1% | 0.103% | |
10/31/2023 | Fifth Third Bancorp | 23,370 | $4.46M | 0.0% | -23.9% | 0.263% | |
10/30/2023 | Carmichael Hill & Associates Inc. | 3,361 | $641K | 0.3% | -5.6% | 0.038% | |
10/30/2023 | Red Cedar Investment Management LLC | 18,612 | $3.55M | 0.5% | -0.7% | 0.210% | |
10/27/2023 | Assetmark Inc. | 1,497 | $286K | 0.0% | +386.0% | 0.017% | |
10/26/2023 | ARS Wealth Advisors Group LLC | 2,001 | $382K | 0.1% | -6.9% | 0.023% | |
10/25/2023 | WealthShield Partners LLC | 131 | $25K | 0.0% | -71.1% | 0.001% | |
10/24/2023 | Stratos Wealth Advisors LLC | 11,217 | $2.14M | 0.1% | +13.9% | 0.126% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 9,039 | $1.72M | 0.0% | -3.5% | 0.102% | |
10/24/2023 | Raymond James & Associates | 56,455 | $10.77M | 0.0% | +6.6% | 0.636% | |