5/17/2024 | Comerica Bank | 29,408 | $1.03M | 0.0% | -4.8% | 0.230% | |
5/16/2024 | Jane Street Group LLC | 121,472 | $4.27M | 0.0% | -13.2% | 0.949% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 57,178 | $2.01M | 0.2% | -6.0% | 0.447% | |
5/9/2024 | HBK Sorce Advisory LLC | 19,998 | $703K | 0.0% | +42.3% | 0.156% | |
5/3/2024 | FDx Advisors Inc. | 32,714 | $1.15M | 0.2% | +2.8% | 0.251% | |
5/1/2024 | Janney Montgomery Scott LLC | 46,703 | $1.64M | 0.0% | -15.3% | 0.358% | |
|
4/30/2024 | Private Advisor Group LLC | 43,871 | $1.54M | 0.0% | -18.2% | 0.336% | |
4/30/2024 | Concord Wealth Partners | 100,613 | $3.54M | 0.6% | -4.0% | 0.771% | |
4/29/2024 | Commonwealth Equity Services LLC | 184,533 | $6.49M | 0.0% | -3.2% | 1.414% | |
4/23/2024 | Global Retirement Partners LLC | 5,324 | $187K | 0.0% | +10.4% | 0.041% | |
4/23/2024 | McAdam LLC | 19,889 | $699K | 0.0% | +11.1% | 0.152% | |
4/23/2024 | Stablepoint Partners LLC | 7,652 | $269K | 0.1% | +9.4% | 0.059% | |
4/16/2024 | Investment Partners LTD. | 6,537 | $230K | 0.1% | N/A | 0.045% | |
4/12/2024 | Harbor Investment Advisory LLC | 860 | $30K | 0.0% | +230.8% | 0.006% | |
4/11/2024 | Roble Belko & Company Inc | 3,899 | $137K | 0.0% | +29.5% | 0.027% | |
3/22/2024 | PNC Financial Services Group Inc. | 4,433 | $158K | 0.0% | -16.6% | 0.030% | |
2/27/2024 | Counterweight Ventures LLC | 9,675 | $344K | 0.3% | N/A | 0.066% | |
2/26/2024 | Virtu Financial LLC | 5,814 | $207K | 0.0% | N/A | 0.040% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 18,331 | $652K | 0.4% | N/A | 0.125% | |
2/15/2024 | Comerica Bank | 30,906 | $1.10M | 0.0% | +9.8% | 0.211% | |
2/12/2024 | Stifel Financial Corp | 138,173 | $4.91M | 0.0% | +3.3% | 0.943% | |
2/12/2024 | Parallel Advisors LLC | 45,791 | $1.63M | 0.0% | -34.8% | 0.313% | |
2/12/2024 | Beta Wealth Group Inc. | 6,392 | $227K | 0.1% | -29.4% | 0.044% | |
2/9/2024 | US Bancorp DE | 22,020 | $783K | 0.0% | -68.9% | 0.150% | |
2/9/2024 | Assetmark Inc. | 361,266 | $12.84M | 0.0% | -4.9% | 2.466% | |
2/9/2024 | D.A. Davidson & CO. | 14,012 | $498K | 0.0% | +21.6% | 0.096% | |
2/9/2024 | Wells Fargo & Company MN | 294,463 | $10.47M | 0.0% | -5.2% | 2.010% | |
2/9/2024 | Balentine LLC | 11,432 | $406K | 0.0% | +492.9% | 0.078% | |
2/9/2024 | UBS Group AG | 734,149 | $26.10M | 0.0% | +2.7% | 5.011% | |
2/8/2024 | Janney Montgomery Scott LLC | 55,144 | $1.96M | 0.0% | -17.5% | 0.376% | |
2/7/2024 | Mount Lucas Management LP | 69,314 | $2.46M | 0.7% | -3.8% | 0.473% | |
2/7/2024 | Arcadia Investment Management Corp MI | 1,300 | $46K | 0.0% | -23.0% | 0.009% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 228,211 | $8.11M | 0.3% | +1.0% | 1.558% | |
2/6/2024 | Private Advisor Group LLC | 53,648 | $1.91M | 0.0% | -22.1% | 0.366% | |
2/6/2024 | National Bank of Canada FI | 4,146 | $146K | 0.0% | -6.8% | 0.028% | |
2/6/2024 | Concord Wealth Partners | 104,852 | $3.73M | 0.7% | -18.6% | 0.716% | |
2/5/2024 | Brandywine Oak Private Wealth LLC | 26,198 | $931K | 0.1% | -19.3% | 0.179% | |
2/5/2024 | Savant Capital LLC | 6,933 | $246K | 0.0% | N/A | 0.047% | |
2/5/2024 | McAdam LLC | 17,901 | $636K | 0.0% | -6.8% | 0.122% | |
2/5/2024 | Conservest Capital Advisors Inc. | 11,099 | $395K | 0.0% | +4.8% | 0.076% | |
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2/2/2024 | Truist Financial Corp | 20,985 | $746K | 0.0% | -38.6% | 0.143% | |
2/1/2024 | CWM LLC | 1,173 | $42K | 0.0% | -40.1% | 0.008% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 31,326 | $1.11M | 0.3% | -9.3% | 0.214% | |
1/30/2024 | Kades & Cheifetz LLC | 84,701 | $3.01M | 2.1% | -4.7% | 0.578% | |
1/26/2024 | Geneos Wealth Management Inc. | 2,671 | $95K | 0.0% | -20.9% | 0.018% | |
1/24/2024 | Arvest Investments Inc. | 4,662 | $166K | 0.0% | N/A | 0.032% | |
1/23/2024 | WealthShield Partners LLC | 63,704 | $2.27M | 0.4% | -3.8% | 0.435% | |
1/18/2024 | West Wealth Group LLC | 10,929 | $389K | 0.2% | -37.3% | 0.075% | |
1/17/2024 | PFG Investments LLC | 10,702 | $380K | 0.1% | -5.8% | 0.073% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 13,072 | $465K | 0.0% | -11.8% | 0.089% | |
1/16/2024 | Raymond James & Associates | 37,915 | $1.35M | 0.0% | -3.6% | 0.259% | |
1/12/2024 | Advisor Resource Council | 10,989 | $391K | 0.0% | N/A | 0.075% | |
1/9/2024 | Southland Equity Partners LLC | 8,249 | $293K | 0.1% | -5.1% | 0.056% | |
1/9/2024 | Traverso Chambers Private Wealth Management LLC | 5,900 | $210K | 0.1% | N/A | 0.040% | |
1/8/2024 | Curbstone Financial Management Corp | 12,078 | $429K | 0.1% | N/A | 0.082% | |
11/30/2023 | Modera Wealth Management LLC | 33,766 | $1.05M | 0.0% | N/A | 0.230% | |
11/15/2023 | Baker Avenue Asset Management LP | 60,729 | $2.00M | 0.1% | +1,196.2% | 0.415% | |
11/13/2023 | Stifel Financial Corp | 133,798 | $4.40M | 0.0% | +0.4% | 0.913% | |
11/13/2023 | Mariner LLC | 21,800 | $717K | 0.0% | N/A | 0.149% | |
11/13/2023 | LPL Financial LLC | 401,052 | $13.20M | 0.0% | -1.9% | 2.738% | |
11/13/2023 | Clearstead Advisors LLC | 3,000 | $99K | 0.0% | N/A | 0.020% | |
11/13/2023 | Envestnet Asset Management Inc. | 221,599 | $7.29M | 0.0% | -6.0% | 1.513% | |
11/13/2023 | PNC Financial Services Group Inc. | 5,317 | $175K | 0.0% | -36.2% | 0.036% | |
11/9/2023 | UBS Group AG | 715,094 | $23.53M | 0.0% | +103.3% | 4.881% | |
11/8/2023 | Beverly Hills Private Wealth LLC | 34,524 | $1.14M | 0.3% | -42.5% | 0.236% | |
11/8/2023 | Janney Montgomery Scott LLC | 66,828 | $2.20M | 0.0% | +12.3% | 0.456% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 26,277 | $865K | 0.0% | -2.3% | 0.179% | |
11/8/2023 | Avantax Advisory Services Inc. | 14,306 | $471K | 0.0% | -15.8% | 0.098% | |
11/7/2023 | Clearstead Advisors LLC | 3,000 | $99K | 0.0% | N/A | 0.020% | |
11/6/2023 | Flputnam Investment Management Co. | 9,301 | $306K | 0.0% | N/A | 0.063% | |
11/6/2023 | HBK Sorce Advisory LLC | 14,090 | $464K | 0.0% | -4.3% | 0.096% | |
11/6/2023 | Lincoln National Corp | 7,825 | $257K | 0.0% | N/A | 0.053% | |
11/3/2023 | Private Advisor Group LLC | 68,898 | $2.26M | 0.0% | +23.7% | 0.470% | |
11/3/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 225,856 | $7.43M | 0.3% | +2.1% | 1.542% | |
11/1/2023 | Allen Capital Group LLC | 153,646 | $4.97M | 0.9% | -0.8% | 1.049% | |
11/1/2023 | Roble Belko & Company Inc | 3,011 | $99K | 0.0% | +107.4% | 0.021% | |
10/31/2023 | McAdam LLC | 19,197 | $632K | 0.1% | +13.5% | 0.131% | |
10/30/2023 | Kades & Cheifetz LLC | 88,918 | $2.93M | 2.3% | +1.4% | 0.607% | |
10/27/2023 | Assetmark Inc. | 379,700 | $12.49M | 0.0% | -1.4% | 2.592% | |
10/26/2023 | Castleview Partners LLC | 1,749 | $58K | 0.1% | -40.1% | 0.012% | |
10/25/2023 | WealthShield Partners LLC | 66,214 | $2.18M | 0.3% | +7.3% | 0.452% | |
10/25/2023 | Concord Wealth Partners | 128,822 | $4.24M | 0.9% | -21.6% | 0.879% | |
10/24/2023 | Stratos Wealth Partners LTD. | 7,295 | $240K | 0.0% | -25.5% | 0.050% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 14,822 | $488K | 0.0% | -14.3% | 0.101% | |
10/24/2023 | Raymond James & Associates | 39,338 | $1.29M | 0.0% | -1.9% | 0.269% | |
10/23/2023 | Commonwealth Equity Services LLC | 215,824 | $7.10M | 0.0% | +1.5% | 1.473% | |
10/11/2023 | Mount Yale Investment Advisors LLC | 62,274 | $2.05M | 0.2% | +1.9% | 0.425% | |
10/10/2023 | National Bank of Canada FI | 4,448 | $143K | 0.0% | +10.1% | 0.030% | |
10/6/2023 | West Wealth Group LLC | 17,439 | $574K | 0.3% | -3.9% | 0.119% | |
8/14/2023 | Mount Lucas Management LP | 69,633 | $2.40M | 0.8% | +54.2% | 0.475% | |
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8/14/2023 | Eqis Capital Management Inc. | 35,144 | $1.21M | 0.1% | -12.0% | 0.240% | |
8/14/2023 | 1832 Asset Management L.P. | 42,410 | $1.46M | 0.0% | -6.3% | 0.289% | |
8/10/2023 | Commonwealth Equity Services LLC | 212,619 | $7.31M | 0.0% | +5.0% | 1.451% | |
8/10/2023 | US Bancorp DE | 91,190 | $3.14M | 0.0% | -2.1% | 0.622% | |
8/10/2023 | Private Advisor Group LLC | 55,719 | $1.92M | 0.0% | +16.8% | 0.380% | |
8/10/2023 | Moors & Cabot Inc. | 6,200 | $213K | 0.0% | N/A | 0.042% | |
8/10/2023 | Cetera Advisor Networks LLC | 32,497 | $1.03M | 0.0% | -5.9% | 0.222% | |
8/10/2023 | Beverly Hills Private Wealth LLC | 60,034 | $2.06M | 0.3% | +74.8% | 0.410% | |
8/10/2023 | Cetera Investment Advisers | 79,371 | $2.73M | 0.0% | -2.9% | 0.542% | |
8/9/2023 | Flow Traders U.S. LLC | 63,642 | $2.19M | 0.1% | +97.5% | 0.434% | |