5/7/2024 | NorthRock Partners LLC | 5,101 | $241K | 0.0% | N/A | 0.006% | |
5/7/2024 | Concurrent Investment Advisors LLC | 10,604 | $502K | 0.0% | +17.3% | 0.012% | |
5/7/2024 | Susquehanna Fundamental Investments LLC | 10,050 | $475K | 0.0% | N/A | 0.012% | |
5/7/2024 | Tectonic Advisors LLC | 133,650 | $6.32M | 0.5% | +6.9% | 0.157% | |
5/6/2024 | Quantbot Technologies LP | 13,852 | $655K | 0.0% | -59.4% | 0.016% | |
5/6/2024 | MGB Wealth Management LLC | 41,559 | $1.97M | 0.8% | +1.8% | 0.049% | |
|
5/4/2024 | Geneos Wealth Management Inc. | 1,360 | $64K | 0.0% | -34.8% | 0.002% | |
5/3/2024 | Larson Financial Group LLC | 40,399 | $1.91M | 0.1% | -1.4% | 0.048% | |
5/2/2024 | Mckinley Capital Management LLC | 172,274 | $8.15M | 1.0% | -2.6% | 0.203% | |
5/1/2024 | Wambolt & Associates LLC | 79,392 | $3.73M | 1.1% | +17.6% | 0.093% | |
4/30/2024 | Private Advisor Group LLC | 118,278 | $5.60M | 0.0% | +9.8% | 0.139% | |
4/30/2024 | J.W. Cole Advisors Inc. | 13,766 | $651K | 0.0% | +9.1% | 0.016% | |
4/30/2024 | Van ECK Associates Corp | 1,008,783 | $47.73M | 0.1% | +13.9% | 1.187% | |
4/30/2024 | Perigon Wealth Management LLC | 8,320 | $394K | 0.0% | +7.1% | 0.010% | |
4/30/2024 | Townsend Asset Management Corp NC ADV | 7,087 | $335K | 0.1% | -5.1% | 0.008% | |
4/29/2024 | Commonwealth Equity Services LLC | 109,134 | $5.16M | 0.0% | +4.2% | 0.128% | |
4/29/2024 | ETF Store Inc. | 5,573 | $264K | 0.2% | N/A | 0.007% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 120,363 | $5.70M | 0.1% | +6.5% | 0.142% | |
4/27/2024 | Hourglass Capital LLC | 123,015 | $5.82M | 1.8% | -0.4% | 0.145% | |
4/26/2024 | Plan Group Financial LLC | 4,252 | $201K | 0.1% | N/A | 0.005% | |
4/26/2024 | LifeSteps Financial Inc. | 729 | $35K | 0.0% | N/A | 0.001% | |
4/25/2024 | Adell Harriman & Carpenter Inc. | 319,215 | $15.10M | 1.2% | +13.1% | 0.376% | |
4/24/2024 | Trinity Legacy Partners LLC | 179,190 | $8.48M | 2.5% | -6.4% | 0.211% | |
4/24/2024 | Childress Capital Advisors LLC | 118,675 | $5.62M | 1.6% | -5.4% | 0.140% | |
4/23/2024 | Milestone Asset Management LLC | 6,159 | $291K | 0.1% | N/A | 0.007% | |
4/23/2024 | Global Retirement Partners LLC | 5,211 | $247K | 0.0% | +4.7% | 0.006% | |
4/23/2024 | Sage Mountain Advisors LLC | 7,545 | $357K | 0.0% | N/A | 0.009% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 8,590 | $406K | 0.0% | +33.9% | 0.010% | |
4/23/2024 | Gradient Investments LLC | 2,018 | $95K | 0.0% | -24.2% | 0.002% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 93,890 | $4.44M | 0.0% | -8.5% | 0.110% | |
4/23/2024 | Paradiem LLC | 181,080 | $8.57M | 2.1% | -1.3% | 0.213% | |
4/22/2024 | Strategic Financial Concepts LLC | 7,070 | $335K | 0.1% | -22.5% | 0.008% | |
4/22/2024 | PFG Investments LLC | 12,330 | $583K | 0.0% | N/A | 0.015% | |
4/19/2024 | Uncommon Cents Investing LLC | 13,865 | $656K | 0.2% | +14.5% | 0.016% | |
4/19/2024 | Wealthstar Advisors LLC | 22,708 | $1.07M | 0.4% | +4.4% | 0.027% | |
4/19/2024 | Taylor Frigon Capital Management LLC | 40,320 | $1.91M | 0.9% | +0.6% | 0.047% | |
4/19/2024 | Albion Financial Group UT | 114,272 | $5.41M | 0.4% | +1.0% | 0.134% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 189,762 | $8.98M | 0.0% | +2.5% | 0.223% | |
4/18/2024 | Naviter Wealth LLC | 42,906 | $2.03M | 0.3% | N/A | 0.050% | |
4/18/2024 | Financial Security Advisor Inc. | 10,736 | $508K | 0.2% | +10.6% | 0.013% | |
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4/18/2024 | Hexagon Capital Partners LLC | 3,851 | $182K | 0.0% | +8.4% | 0.005% | |
4/17/2024 | D.B. Root & Company LLC | 30,270 | $1.43M | 0.5% | -4.0% | 0.036% | |
4/16/2024 | Register Financial Advisors LLC | 2,712 | $128K | 0.1% | +19.9% | 0.003% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 43,538 | $2.06M | 0.0% | +1.1% | 0.051% | |
4/15/2024 | Sound Income Strategies LLC | 359,773 | $17.02M | 1.3% | +2.2% | 0.423% | |
4/11/2024 | Sanders Morris Harris LLC | 209,029 | $9.89M | 1.9% | N/A | 0.246% | |
4/5/2024 | NBC Securities Inc. | 910 | $43K | 0.0% | -75.3% | 0.001% | |
4/1/2024 | Confluence Investment Management LLC | 129,143 | $6.11M | 0.1% | N/A | 0.152% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 1,733 | $75K | 0.0% | +32.0% | 0.002% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 58,672 | $2.54M | 0.1% | +10.8% | 0.069% | |
3/8/2024 | ICA Group Wealth Management LLC | 2,000 | $86K | 0.0% | N/A | 0.002% | |
2/26/2024 | Centaurus Financial Inc. | 15,966 | $690K | 0.1% | -23.4% | 0.019% | |
2/22/2024 | Scarborough Advisors LLC | 1,672 | $72K | 0.0% | N/A | 0.002% | |
2/21/2024 | Chelsea Counsel Co. | 9,780 | $423K | 0.2% | +11.4% | 0.012% | |
2/16/2024 | Price T Rowe Associates Inc. MD | 3,435,508 | $148.52M | 0.0% | +2.1% | 4.102% | |
2/14/2024 | Greenwich Investment Management Inc. | 45,223 | $1.96M | 1.5% | +1.4% | 0.054% | |
2/14/2024 | First Financial Bankshares Inc | 141,608 | $6.12M | 0.1% | N/A | 0.169% | |
2/14/2024 | Icon Wealth Advisors LLC | 9,100 | $393K | 0.0% | N/A | 0.011% | |
2/14/2024 | Muzinich & Co. Inc. | 187,658 | $8.11M | 5.4% | -1.9% | 0.224% | |
2/14/2024 | Waterloo Capital L.P. | 9,704 | $419K | 0.1% | N/A | 0.012% | |
2/13/2024 | Burgundy Asset Management Ltd. | 1,073,767 | $46.42M | 0.5% | +5.2% | 1.282% | |
2/13/2024 | Belpointe Asset Management LLC | 19,000 | $821K | 0.1% | -27.3% | 0.023% | |
2/12/2024 | Focus Financial Network Inc. ADV | 12,835 | $555K | 0.0% | N/A | 0.015% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 18,030 | $779K | 0.0% | +4.5% | 0.022% | |
2/12/2024 | Heritage Wealth Advisors | 3,600 | $156K | 0.0% | +20.0% | 0.004% | |
2/9/2024 | Nomura Asset Management Co. Ltd. | 1,139 | $49K | 0.0% | +73.6% | 0.001% | |
2/9/2024 | Advisory Services Network LLC | 37,659 | $1.63M | 0.0% | -6.0% | 0.045% | |
2/9/2024 | Balboa Wealth Partners | 14,956 | $647K | 0.2% | +30.9% | 0.018% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,083 | $47K | 0.0% | -74.7% | 0.001% | |
2/9/2024 | Trexquant Investment LP | 4,970 | $215K | 0.0% | -31.8% | 0.006% | |
2/9/2024 | Corient Private Wealth LLC | 29,996 | $1.30M | 0.0% | +226.1% | 0.036% | |
2/9/2024 | Mckinley Capital Management LLC | 176,794 | $7.64M | 1.0% | -0.5% | 0.211% | |
2/9/2024 | Coldstream Capital Management Inc. | 29,861 | $1.29M | 0.0% | N/A | 0.036% | |
2/8/2024 | Verity Asset Management Inc. | 4,665 | $202K | 0.1% | N/A | 0.006% | |
2/8/2024 | Kingsview Wealth Management LLC | 6,336 | $274K | 0.0% | -4.9% | 0.008% | |
2/8/2024 | Meridian Wealth Management LLC | 110,998 | $4.80M | 0.3% | +12.2% | 0.133% | |
2/8/2024 | Baader Bank Aktiengesellschaft | 6,304 | $273K | 0.0% | N/A | 0.008% | |
2/8/2024 | Foundations Investment Advisors LLC | 93,964 | $4.23M | 0.1% | +18.3% | 0.112% | |
2/7/2024 | Avantax Advisory Services Inc. | 64,472 | $2.79M | 0.0% | -25.7% | 0.077% | |
2/7/2024 | Wambolt & Associates LLC | 67,503 | $2.92M | 0.5% | +19.9% | 0.081% | |
2/7/2024 | NBC Securities Inc. | 3,686 | $159K | 0.0% | +6.7% | 0.004% | |
2/6/2024 | RMR Wealth Builders | 14,769 | $638K | 0.1% | -3.5% | 0.018% | |
2/6/2024 | Capital Performance Advisors LLP | 10,516 | $455K | 0.2% | N/A | 0.013% | |
2/6/2024 | Private Advisor Group LLC | 107,735 | $4.66M | 0.0% | -6.1% | 0.129% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 135,644 | $5.86M | 0.2% | -1.3% | 0.162% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 112,969 | $4.88M | 0.1% | N/A | 0.135% | |
2/6/2024 | Benjamin Edwards Inc. | 13,652 | $590K | 0.1% | -2.7% | 0.016% | |
2/5/2024 | Hexagon Capital Partners LLC | 3,553 | $154K | 0.0% | +103.7% | 0.004% | |
2/5/2024 | Brighton Jones LLC | 5,430 | $235K | 0.0% | N/A | 0.006% | |
2/5/2024 | Van ECK Associates Corp | 886,026 | $38.30M | 0.1% | +10.1% | 1.058% | |
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2/5/2024 | Adell Harriman & Carpenter Inc. | 282,140 | $12.20M | 1.1% | +2.7% | 0.337% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 37,224 | $1.61M | 0.5% | +8.2% | 0.044% | |
2/5/2024 | Paradiem LLC | 183,490 | $7.93M | 2.2% | +53.5% | 0.219% | |
2/1/2024 | Larson Financial Group LLC | 40,973 | $1.77M | 0.2% | +0.6% | 0.049% | |
2/1/2024 | Sigma Planning Corp | 15,498 | $670K | 0.1% | -62.4% | 0.019% | |
2/1/2024 | CWM LLC | 702 | $30K | 0.0% | -63.2% | 0.001% | |
2/1/2024 | Signaturefd LLC | 1,726 | $75K | 0.0% | +41.5% | 0.002% | |
1/31/2024 | J.W. Cole Advisors Inc. | 12,617 | $545K | 0.0% | +15.1% | 0.015% | |
1/30/2024 | Hamilton Point Investment Advisors LLC | 115,994 | $5.01M | 1.0% | +1.7% | 0.139% | |
1/30/2024 | Mackenzie Financial Corp | 7,631 | $330K | 0.0% | -8.1% | 0.009% | |