5/3/2024 | Delphi Financial Group Inc. | 70,106 | $1.50M | 1.0% | -56.3% | 0.076% | |
5/2/2024 | Mckinley Capital Management LLC | 226,523 | $4.85M | 0.6% | -2.3% | 0.246% | |
5/1/2024 | Janney Montgomery Scott LLC | 233,574 | $5.01M | 0.0% | -12.2% | 0.254% | |
5/1/2024 | Precision Wealth Strategies LLC | 10,030 | $215K | 0.2% | +5.7% | 0.011% | |
5/1/2024 | Baillie Gifford & Co. | 225,420 | $4.83M | 0.0% | +41.7% | 0.245% | |
5/1/2024 | Wambolt & Associates LLC | 170,536 | $3.61M | 1.1% | +12.2% | 0.185% | |
|
4/30/2024 | Van ECK Associates Corp | 1,811,376 | $38.82M | 0.1% | +12.9% | 1.966% | |
4/30/2024 | HB Wealth Management LLC | 124,013 | $2.66M | 0.0% | +5.1% | 0.135% | |
4/29/2024 | Commonwealth Equity Services LLC | 133,119 | $2.85M | 0.0% | +21.8% | 0.145% | |
4/29/2024 | Benjamin Edwards Inc. | 33,456 | $717K | 0.1% | -2.9% | 0.036% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 304,829 | $6.53M | 0.1% | +3.4% | 0.331% | |
4/26/2024 | Riverbridge Partners LLC | 68,620 | $1.47M | 0.0% | +2.8% | 0.074% | |
4/23/2024 | Global Retirement Partners LLC | 1,757 | $38K | 0.0% | +105.0% | 0.002% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 36,276 | $777K | 0.1% | +1.6% | 0.039% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 543,115 | $11.64M | 0.0% | +1.2% | 0.590% | |
4/19/2024 | Wealthstar Advisors LLC | 130,562 | $2.80M | 1.0% | -3.2% | 0.142% | |
4/19/2024 | Cornerstone Wealth Management LLC | 46,599 | $999K | 0.1% | +6.5% | 0.051% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 310,322 | $6.65M | 0.0% | +3.2% | 0.337% | |
4/18/2024 | Naviter Wealth LLC | 61,865 | $1.33M | 0.2% | N/A | 0.067% | |
4/18/2024 | Mirador Capital Partners LP | 37,111 | $795K | 0.2% | +2.9% | 0.040% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 157,060 | $3.37M | 0.2% | +6.8% | 0.170% | |
4/16/2024 | Register Financial Advisors LLC | 7,574 | $162K | 0.1% | +15.5% | 0.008% | |
4/15/2024 | Future Financial Wealth Managment LLC | 4,200 | $90K | 0.1% | N/A | 0.005% | |
4/15/2024 | Sound Income Strategies LLC | 2,070,259 | $44.37M | 3.3% | +4.0% | 2.247% | |
4/12/2024 | Worth Asset Management LLC | 13,119 | $281K | 0.2% | +9.3% | 0.015% | |
4/12/2024 | Ignite Planners LLC | 44,820 | $948K | 0.3% | -31.2% | 0.051% | |
4/10/2024 | Melia Wealth LLC | 540,005 | $11.57M | 6.5% | -23.0% | 0.615% | |
4/1/2024 | Confluence Investment Management LLC | 243,228 | $5.21M | 0.1% | N/A | 0.277% | |
2/14/2024 | Greenwich Investment Management Inc. | 603,123 | $13.03M | 9.8% | +3.7% | 0.689% | |
2/14/2024 | MGO One Seven LLC | 553,876 | $11.96M | 0.7% | +3,380.9% | 0.633% | |
2/14/2024 | Muzinich & Co. Inc. | 311,788 | $6.74M | 4.5% | +0.2% | 0.356% | |
2/14/2024 | Partners Group Holding AG | 421,598 | $9.11M | 1.1% | -3.0% | 0.482% | |
2/14/2024 | Security National Bank | 3,171 | $68K | 0.0% | N/A | 0.004% | |
2/14/2024 | Waterloo Capital L.P. | 79,072 | $1.71M | 0.3% | N/A | 0.090% | |
2/13/2024 | 1832 Asset Management L.P. | 1,200,000 | $25.92M | 0.0% | +20.0% | 1.371% | |
2/13/2024 | Tower Research Capital LLC TRC | 2,281 | $49K | 0.0% | +576.9% | 0.003% | |
2/13/2024 | Burgundy Asset Management Ltd. | 2,057,960 | $44.45M | 0.5% | +3.2% | 2.351% | |
2/13/2024 | Belpointe Asset Management LLC | 17,377 | $375K | 0.0% | -85.0% | 0.020% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 23,290 | $503K | 0.2% | N/A | 0.027% | |
2/12/2024 | Alpha DNA Investment Management LLC | 24,903 | $538K | 0.2% | -9.9% | 0.028% | |
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2/12/2024 | Evoke Wealth LLC | 70,172 | $1.52M | 0.0% | +17.8% | 0.080% | |
2/12/2024 | Stifel Financial Corp | 477,079 | $10.31M | 0.0% | +7.0% | 0.545% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 10,135 | $219K | 0.0% | +20.4% | 0.012% | |
2/12/2024 | Cape Investment Advisory Inc. | 2,989 | $65K | 0.0% | N/A | 0.003% | |
2/9/2024 | Eagle Global Advisors LLC | 22,200 | $480K | 0.0% | +17.5% | 0.025% | |
2/9/2024 | Frazier Financial Advisors LLC | 4,814 | $104K | 0.1% | N/A | 0.005% | |
2/9/2024 | Corient Private Wealth LLC | 36,314 | $784K | 0.0% | -5.9% | 0.041% | |
2/9/2024 | D.A. Davidson & CO. | 113,665 | $2.46M | 0.0% | +15.6% | 0.130% | |
2/9/2024 | Wells Fargo & Company MN | 1,276,524 | $27.57M | 0.0% | -0.5% | 1.458% | |
2/9/2024 | Mckinley Capital Management LLC | 231,966 | $5.01M | 0.6% | +16.5% | 0.265% | |
2/9/2024 | UBS Group AG | 479,926 | $10.37M | 0.0% | +4.2% | 0.548% | |
2/8/2024 | Brown Advisory Inc. | 62,940 | $1.36M | 0.0% | -2.0% | 0.072% | |
2/8/2024 | Financial Advocates Investment Management | 110,630 | $2.39M | 0.2% | +23.2% | 0.126% | |
2/8/2024 | Texas Capital Bank Wealth Management Services Inc | 109,008 | $2.36M | 0.3% | -21.9% | 0.125% | |
2/8/2024 | Beacon Pointe Advisors LLC | 26,973 | $583K | 0.0% | -3.6% | 0.031% | |
2/8/2024 | Janney Montgomery Scott LLC | 266,060 | $5.75M | 0.0% | +1.9% | 0.304% | |
2/7/2024 | Wambolt & Associates LLC | 151,938 | $3.28M | 0.6% | +13.5% | 0.174% | |
2/7/2024 | Jump Financial LLC | 41,775 | $902K | 0.0% | -28.4% | 0.048% | |
2/6/2024 | Private Advisor Group LLC | 20,086 | $434K | 0.0% | N/A | 0.023% | |
2/6/2024 | LSV Asset Management | 1,132,914 | $24.47M | 0.1% | +15.2% | 1.294% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 294,666 | $6.37M | 0.1% | +103,655.6% | 0.337% | |
2/6/2024 | Benjamin Edwards Inc. | 34,454 | $744K | 0.2% | -2.7% | 0.039% | |
2/5/2024 | Mach 1 Financial Group LLC | 22,144 | $478K | 0.2% | -9.5% | 0.025% | |
2/5/2024 | Van ECK Associates Corp | 1,604,944 | $34.67M | 0.1% | +11.0% | 1.833% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 72,757 | $1.57M | 0.4% | +8.3% | 0.083% | |
2/5/2024 | Sargent Investment Group LLC | 43,400 | $937K | 0.2% | -36.5% | 0.050% | |
2/5/2024 | Precision Wealth Strategies LLC | 9,493 | $205K | 0.2% | N/A | 0.011% | |
2/2/2024 | Community Bank N.A. | 1,500 | $32K | 0.0% | +50.0% | 0.002% | |
2/2/2024 | Atria Wealth Solutions Inc. | 13,195 | $285K | 0.0% | -27.4% | 0.015% | |
2/1/2024 | Significant Wealth Partners LLC | 19,328 | $417K | 0.3% | N/A | 0.022% | |
2/1/2024 | Signaturefd LLC | 5,486 | $118K | 0.0% | +25.6% | 0.006% | |
1/31/2024 | abrdn plc | 105,057 | $2.27M | 0.0% | +38.6% | 0.120% | |
1/30/2024 | Strs Ohio | 3,134,865 | $67.71M | 0.3% | +2.6% | 3.581% | |
1/26/2024 | Cerity Partners LLC | 534,868 | $11.55M | 0.0% | +25.3% | 0.611% | |
1/26/2024 | Geneos Wealth Management Inc. | 1,525 | $33K | 0.0% | -80.0% | 0.002% | |
1/26/2024 | Baillie Gifford & Co. | 159,072 | $3.44M | 0.0% | +19.0% | 0.182% | |
1/26/2024 | Dearborn Partners LLC | 90,923 | $1.96M | 0.1% | -0.9% | 0.104% | |
1/25/2024 | International Assets Investment Management LLC | 23,760 | $513K | 0.0% | +3,860.0% | 0.027% | |
1/24/2024 | Stratos Wealth Partners LTD. | 12,249 | $265K | 0.0% | N/A | 0.014% | |
1/24/2024 | International Assets Investment Management LLC | 23,760 | $513K | 0.0% | +3,860.0% | 0.027% | |
1/24/2024 | Total Clarity Wealth Management Inc. | 48,998 | $1.06M | 0.4% | +1.5% | 0.056% | |
1/22/2024 | Pallas Capital Advisors LLC | 87,873 | $1.90M | 0.1% | +86.0% | 0.100% | |
1/19/2024 | Mirador Capital Partners LP | 36,074 | $779K | 0.2% | +25.8% | 0.041% | |
1/18/2024 | Caprock Group LLC | 11,014 | $238K | 0.0% | -18.1% | 0.013% | |
1/18/2024 | LGT Capital Partners LTD. | 715,000 | $15.44M | 0.5% | -11.7% | 0.817% | |
1/17/2024 | Fort Washington Investment Advisors Inc. OH | 248,875 | $5.38M | 0.0% | -16.8% | 0.284% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 536,593 | $11.59M | 0.0% | +19.7% | 0.613% | |
1/16/2024 | Raymond James & Associates | 138,686 | $3.00M | 0.0% | +2.0% | 0.158% | |
1/16/2024 | Wealthstar Advisors LLC | 134,849 | $2.91M | 0.5% | -2.7% | 0.154% | |
1/16/2024 | HB Wealth Management LLC | 117,990 | $2.55M | 0.0% | +47.0% | 0.135% | |
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1/11/2024 | Worth Asset Management LLC | 12,005 | $259K | 0.2% | +14.6% | 0.014% | |
1/11/2024 | Melia Wealth LLC | 701,107 | $15.14M | 8.0% | N/A | 0.801% | |
1/10/2024 | Cornerstone Wealth Management LLC | 43,740 | $945K | 0.1% | +4.7% | 0.050% | |
1/10/2024 | Sound Income Strategies LLC | 1,989,678 | $42.98M | 3.6% | +8.1% | 2.273% | |
1/9/2024 | IFP Advisors Inc | 168,489 | $3.64M | 0.2% | -3.2% | 0.192% | |
1/9/2024 | Ignite Planners LLC | 65,188 | $1.41M | 0.4% | -11.7% | 0.074% | |
11/16/2023 | Greenwich Investment Management Inc. | 581,873 | $11.89M | 9.4% | -3.0% | 0.665% | |
11/16/2023 | Belpointe Asset Management LLC | 115,689 | $2.37M | 0.2% | -5.4% | 0.132% | |
11/16/2023 | Advisors Capital Management LLC | 682,873 | $13.96M | 0.4% | +4.2% | 0.780% | |
11/15/2023 | Toroso Investments LLC | 39,091 | $799K | 0.0% | +6.4% | 0.045% | |