4/30/2024 | Beam Wealth Advisors Inc. | 3,257 | $291K | 0.2% | -5.1% | 0.112% | |
4/30/2024 | Commonwealth Equity Services LLC | 6,366 | $569K | 0.0% | +52.8% | 0.220% | |
4/25/2024 | HTLF Bank | 20,424 | $1.83M | 0.2% | N/A | 0.704% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 2,819 | $247K | 0.1% | -10.4% | 0.097% | |
4/15/2024 | Sinecera Capital LLC | 38,000 | $3.48M | 4.8% | -38.8% | 1.310% | |
4/10/2024 | Pathway Financial Advisors LLC | 128,048 | $11.45M | 3.1% | +1.6% | 3.607% | |
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4/10/2024 | Sunflower Bank N.A. | 3,058 | $273K | 0.1% | -50.9% | 0.086% | |
3/5/2024 | Fisher Asset Management LLC | 17,009 | $1.48M | 0.0% | +21.3% | 0.479% | |
2/26/2024 | Virtu Financial LLC | 5,197 | $453K | 0.0% | N/A | 0.146% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 4,788 | $418K | 0.0% | +13.1% | 0.135% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 3,146 | $258K | 0.1% | +11.8% | 0.089% | |
2/6/2024 | National Bank of Canada FI | 771 | $67K | 0.0% | -15.7% | 0.022% | |
2/6/2024 | Fisher Asset Management LLC | 17,009 | $1.48M | 0.0% | +21.3% | 0.479% | |
2/1/2024 | OVERSEA CHINESE BANKING Corp Ltd | 49,634 | $4.33M | 0.2% | +6.1% | 1.398% | |
2/1/2024 | Pathway Financial Advisors LLC | 125,986 | $10.99M | 3.2% | +0.2% | 3.549% | |
1/31/2024 | Beam Wealth Advisors Inc. | 3,433 | $300K | 0.2% | -12.1% | 0.097% | |
1/31/2024 | Slow Capital Inc. | 7,463 | $651K | 0.1% | -3.0% | 0.210% | |
1/29/2024 | NewEdge Wealth LLC | 4,830 | $421K | 0.0% | N/A | 0.136% | |
1/29/2024 | Perigon Wealth Management LLC | 3,101 | $271K | 0.0% | -4.6% | 0.087% | |
1/25/2024 | Wealth Advisors of Tampa Bay LLC | 23,181 | $2.02M | 1.0% | -50.2% | 0.653% | |
1/19/2024 | Fifth Third Bancorp | 798 | $70K | 0.0% | -50.1% | 0.022% | |
1/18/2024 | Blue Trust Inc. | 398 | $35K | 0.0% | N/A | 0.011% | |
1/18/2024 | Sinecera Capital LLC | 62,140 | $5.42M | 5.7% | +65.9% | 1.750% | |
1/17/2024 | Patriot Investment Management Group Inc. | 2,300 | $201K | 0.0% | N/A | 0.065% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 11,731 | $1.02M | 0.0% | -1.6% | 0.330% | |
12/11/2023 | Sunbelt Securities Inc. | 641 | $50K | 0.0% | -27.1% | 0.018% | |
11/9/2023 | UBS Group AG | 53,842 | $4.23M | 0.0% | -6.0% | 1.517% | |
11/8/2023 | HighTower Advisors LLC | 81,164 | $6.36M | 0.0% | +1.9% | 2.286% | |
11/8/2023 | Avantax Advisory Services Inc. | 3,851 | $302K | 0.0% | -18.7% | 0.108% | |
11/3/2023 | OVERSEA CHINESE BANKING Corp Ltd | 46,768 | $3.66M | 0.2% | +100.1% | 1.317% | |
10/30/2023 | Pathway Financial Advisors LLC | 125,747 | $9.87M | 3.4% | +2.0% | 3.542% | |
10/30/2023 | Perigon Wealth Management LLC | 3,251 | $255K | 0.0% | +5.5% | 0.092% | |
10/27/2023 | Astoria Portfolio Advisors LLC. | 2,813 | $211K | 0.1% | N/A | 0.079% | |
10/26/2023 | Beam Wealth Advisors Inc. | 3,904 | $306K | 0.2% | -13.6% | 0.110% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 11,919 | $936K | 0.0% | -6.8% | 0.336% | |
10/20/2023 | Slow Capital Inc. | 7,697 | $604K | 0.1% | -11.9% | 0.217% | |
10/10/2023 | Sinecera Capital LLC | 37,459 | $2.94M | 4.0% | -26.9% | 1.055% | |
8/11/2023 | Huntington National Bank | 1,197 | $98K | 0.0% | -18.9% | 0.034% | |
8/10/2023 | Bessemer Group Inc. | 9,088 | $744K | 0.0% | -5.1% | 0.256% | |
8/8/2023 | Fisher Asset Management LLC | 13,218 | $1.08M | 0.0% | -1.5% | 0.372% | |
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8/7/2023 | Desjardins Global Asset Management Inc. | 16,943 | $1.39M | 0.2% | N/A | 0.477% | |
8/2/2023 | Bank of Montreal Can | 315 | $26K | 0.0% | N/A | 0.009% | |
7/31/2023 | LPL Financial LLC | 40,660 | $3.33M | 0.0% | -3.0% | 1.145% | |
7/28/2023 | First Republic Investment Management Inc. | 4,591 | $376K | 0.0% | +38.9% | 0.113% | |
7/28/2023 | Financial Freedom LLC | 426 | $35K | 0.0% | -23.8% | 0.011% | |
7/26/2023 | Beam Wealth Advisors Inc. | 4,516 | $370K | 0.3% | -73.2% | 0.112% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 12,790 | $1.05M | 0.0% | -8.6% | 0.316% | |
7/25/2023 | Raymond James & Associates | 2,792 | $229K | 0.0% | -13.5% | 0.069% | |
7/19/2023 | Pathway Financial Advisors LLC | 123,239 | $10.09M | 3.3% | -0.3% | 3.043% | |
7/17/2023 | Cranbrook Wealth Management LLC | 724 | $59K | 0.0% | -37.1% | 0.018% | |
7/17/2023 | Trust Co. of Vermont | 376 | $31K | 0.0% | N/A | 0.009% | |
7/13/2023 | Sunflower Bank N.A. | 6,343 | $519K | 0.1% | -4.8% | 0.157% | |
7/13/2023 | Sinecera Capital LLC | 51,276 | $4.20M | 4.5% | -1.2% | 1.266% | |
5/15/2023 | Viawealth LLC | 2,604 | $218K | 0.2% | -39.1% | 0.062% | |
5/11/2023 | Cerity Partners LLC | 15,950 | $1.34M | 0.0% | -3.5% | 0.380% | |
5/11/2023 | Cambria Investment Management L.P. | 158,082 | $13.23M | 1.1% | N/A | 3.764% | |
5/10/2023 | Dohj LLC | 5,619 | $470K | 0.2% | N/A | 0.134% | |
5/10/2023 | Bessemer Group Inc. | 9,573 | $801K | 0.0% | -73.0% | 0.228% | |
5/10/2023 | LPL Financial LLC | 41,920 | $3.51M | 0.0% | +3.3% | 0.998% | |
5/10/2023 | Pictet Asset Management SA | 241,350 | $20.20M | 0.0% | N/A | 5.746% | |
5/3/2023 | Perigon Wealth Management LLC | 3,081 | $258K | 0.0% | -19.5% | 0.073% | |
5/3/2023 | Advisors Preferred LLC | 490 | $41K | 0.0% | N/A | 0.012% | |
5/1/2023 | Fisher Asset Management LLC | 13,426 | $1.12M | 0.0% | -8.0% | 0.320% | |
5/1/2023 | Financial Freedom LLC | 559 | $47K | 0.0% | -69.2% | 0.013% | |
5/1/2023 | Migdal Insurance & Financial Holdings Ltd. | 425 | $36K | 0.0% | -76.3% | 0.010% | |
4/28/2023 | Avantax Advisory Services Inc. | 4,545 | $380K | 0.0% | +12.4% | 0.108% | |
4/28/2023 | Pathway Financial Advisors LLC | 123,590 | $10.34M | 3.5% | +0.8% | 2.943% | |
4/27/2023 | Stratos Wealth Advisors LLC | 8,058 | $674K | 0.1% | +5.8% | 0.192% | |
4/27/2023 | Simplex Trading LLC | 772 | $64K | 0.0% | +56.6% | 0.018% | |
4/27/2023 | Sunflower Bank N.A. | 6,663 | $558K | 0.1% | -12.7% | 0.159% | |
4/26/2023 | Beam Wealth Advisors Inc. | 16,834 | $1.41M | 1.4% | +1.9% | 0.401% | |
4/26/2023 | Slow Capital Inc. | 8,523 | $713K | 0.1% | -1.9% | 0.203% | |
4/20/2023 | Cranbrook Wealth Management LLC | 1,151 | $96K | 0.0% | -46.6% | 0.027% | |
4/18/2023 | KCS Wealth Advisory | 2,569 | $215K | 0.1% | N/A | 0.061% | |
4/18/2023 | Wealth Advisors of Tampa Bay LLC | 23,292 | $1.95M | 1.1% | +0.8% | 0.555% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 13,994 | $1.17M | 0.0% | +4.9% | 0.333% | |
4/14/2023 | Raymond James & Associates | 3,226 | $270K | 0.0% | +8.3% | 0.077% | |
4/12/2023 | Private Trust Co. NA | 534 | $45K | 0.0% | +128.2% | 0.013% | |
4/12/2023 | MBL Wealth LLC | 4,903 | $410K | 0.1% | N/A | 0.117% | |
4/11/2023 | Mutual Advisors LLC | 13,323 | $1.12M | 0.0% | N/A | 0.337% | |
4/11/2023 | Sinecera Capital LLC | 51,921 | $4.34M | 4.7% | -0.9% | 1.314% | |
3/6/2023 | Rockefeller Capital Management L.P. | 8,664 | $681K | 0.0% | -5.9% | 0.219% | |
3/6/2023 | OLD Mission Capital LLC | 39,956 | $3.14M | 0.1% | -8.2% | 1.012% | |
2/13/2023 | Oversea Chinese Banking CORP Ltd | 23,368 | $1.84M | 0.1% | N/A | 0.592% | |
2/13/2023 | Bessemer Group Inc. | 35,400 | $2.78M | 0.0% | +11.3% | 0.896% | |
2/10/2023 | Ameritas Advisory Services LLC | 76,368 | $6.01M | 0.3% | +0.8% | 1.933% | |
2/9/2023 | Cranbrook Wealth Management LLC | 2,154 | $169K | 0.0% | -17.2% | 0.055% | |
2/9/2023 | HighTower Advisors LLC | 78,081 | $6.13M | 0.0% | -1.8% | 1.977% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 13,341 | $1.05M | 0.0% | -55.2% | 0.338% | |
2/8/2023 | UBS Group AG | 71,656 | $5.64M | 0.0% | -7.4% | 1.814% | |
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2/8/2023 | Prime Capital Investment Advisors LLC | 4,730 | $372K | 0.0% | N/A | 0.120% | |
2/7/2023 | Commonwealth Equity Services LLC | 2,576 | $202K | 0.0% | N/A | 0.065% | |
2/7/2023 | LPL Financial LLC | 40,571 | $3.19M | 0.0% | -1.9% | 1.027% | |
2/6/2023 | Y.D. More Investments Ltd | 4,000 | $317K | 0.1% | N/A | 0.101% | |
2/3/2023 | Fisher Asset Management LLC | 14,596 | $1.15M | 0.0% | +154.2% | 0.370% | |
2/2/2023 | Simplex Trading LLC | 493 | $38K | 0.0% | N/A | 0.012% | |
2/1/2023 | Bank of Montreal Can | 1,987 | $167K | 0.0% | +309.7% | 0.050% | |
1/31/2023 | Kestra Advisory Services LLC | 2,673 | $210K | 0.0% | N/A | 0.068% | |
1/27/2023 | Sinecera Capital LLC | 52,369 | $4.12M | 4.5% | -1.0% | 1.326% | |
1/23/2023 | Migdal Insurance & Financial Holdings Ltd. | 1,794 | $141K | 0.0% | +31.0% | 0.047% | |