11/15/2024 | Resources Management Corp CT ADV | 15,725 | $0.55M | 0.1% | -1.9% | 0.014% | |
11/15/2024 | MML Investors Services LLC | 15,447 | $0.54M | 0.0% | -5.5% | 0.013% | |
11/15/2024 | XTX Topco Ltd | 11,972 | $0.42M | 0.0% | N/A | 0.010% | |
11/15/2024 | EP Wealth Advisors LLC | 9,225 | $0.32M | 0.0% | N/A | 0.008% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 10,843 | $0.38M | 0.0% | -5.7% | 0.009% | |
11/15/2024 | Stifel Financial Corp | 208,120 | $7.26M | 0.0% | +2.6% | 0.181% | |
11/15/2024 | Phase 2 Partners LLC | 60,905 | $2.13M | 1.3% | N/A | 0.053% | |
11/15/2024 | HighTower Advisors LLC | 31,448 | $1.10M | 0.0% | -43.2% | 0.027% | |
11/15/2024 | FSA Wealth Management LLC | 1,021 | $36K | 0.0% | N/A | 0.001% | |
11/14/2024 | Captrust Financial Advisors | 7,587 | $0.27M | 0.0% | +4.9% | 0.007% | |
11/14/2024 | Rockefeller Capital Management L.P. | 51,579 | $1.80M | 0.0% | -61.8% | 0.045% | |
11/13/2024 | BNP Paribas Financial Markets | 31,329 | $1.09M | 0.0% | +11.9% | 0.027% | |
11/13/2024 | FMR LLC | 2,613,381 | $91.18M | 0.0% | +6.3% | 2.269% | |
11/13/2024 | D.A. Davidson & CO. | 137,735 | $4.81M | 0.0% | -0.7% | 0.120% | |
11/13/2024 | The Manufacturers Life Insurance Company | 330,868 | $11.54M | 0.0% | +20.9% | 0.287% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 25,874 | $0.90M | 0.0% | N/A | 0.022% | |
11/13/2024 | Truvestments Capital LLC | 876 | $31K | 0.0% | N/A | 0.001% | |
11/12/2024 | Citigroup Inc. | 645,685 | $22.53M | 0.0% | +59.1% | 0.561% | |
11/8/2024 | Moors & Cabot Inc. | 52,962 | $1.85M | 0.1% | -3.6% | 0.046% | |
11/8/2024 | Jennison Associates LLC | 878,323 | $30.65M | 0.0% | +12.2% | 0.763% | |
11/8/2024 | Segall Bryant & Hamill LLC | 14,100 | $0.49M | 0.0% | N/A | 0.012% | |
11/6/2024 | Sheaff Brock Investment Advisors LLC | 6,810 | $0.24M | 0.0% | N/A | 0.006% | |
11/6/2024 | Nicola Wealth Management LTD. | 155,000 | $5.41M | 0.5% | +44.9% | 0.135% | |
11/6/2024 | Kovack Advisors Inc. | 14,610 | $0.51M | 0.1% | -10.1% | 0.013% | |
11/6/2024 | Oppenheimer & Co. Inc. | 19,262 | $0.67M | 0.0% | -13.1% | 0.017% | |
11/5/2024 | Haverford Trust Co | 7,906 | $0.28M | 0.0% | N/A | 0.007% | |
11/5/2024 | Aptus Capital Advisors LLC | 8,122 | $0.28M | 0.0% | +8.1% | 0.007% | |
11/5/2024 | GSA Capital Partners LLP | 22,537 | $0.79M | 0.1% | N/A | 0.020% | |
11/5/2024 | Apollon Wealth Management LLC | 15,565 | $0.54M | 0.0% | -2.5% | 0.014% | |
10/31/2024 | Sittner & Nelson LLC | 8,100 | $0.28M | 0.1% | +285.7% | 0.007% | |
10/31/2024 | Concurrent Investment Advisors LLC | 11,297 | $0.39M | 0.0% | -5.5% | 0.010% | |
10/30/2024 | Crestwood Advisors Group LLC | 280,961 | $9.80M | 0.2% | +1,019.7% | 0.244% | |
10/29/2024 | Janney Montgomery Scott LLC | 97,709 | $3.41M | 0.0% | -3.6% | 0.085% | |
10/29/2024 | Pure Financial Advisors LLC | 5,894 | $0.21M | 0.0% | -6.1% | 0.005% | |
10/29/2024 | Farther Finance Advisors LLC | 1,426 | $50K | 0.0% | +115.4% | 0.001% | |
10/28/2024 | Nadler Financial Group Inc. | 10,840 | $0.38M | 0.0% | -21.7% | 0.009% | |
10/28/2024 | US Bancorp DE | 11,290 | $0.39M | 0.0% | +8.1% | 0.010% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 172,749 | $6.03M | 0.0% | -2.7% | 0.150% | |
10/23/2024 | Highland Capital Management LLC | 45,883 | $1.60M | 0.1% | -14.8% | 0.040% | |
10/23/2024 | Moody Aldrich Partners LLC | 59,294 | $2.07M | 0.4% | N/A | 0.051% | |
10/22/2024 | International Assets Investment Management LLC | 90,714 | $31.65M | 0.0% | N/A | 0.079% | |
10/22/2024 | Private Advisor Group LLC | 51,763 | $1.81M | 0.0% | +3.4% | 0.045% | |
10/22/2024 | Sequoia Financial Advisors LLC | 19,219 | $0.67M | 0.0% | N/A | 0.017% | |
10/18/2024 | KMG Fiduciary Partners LLC | 46,433 | $1.62M | 0.1% | +4.5% | 0.040% | |
10/15/2024 | NBC Securities Inc. | 736 | $25K | 0.0% | +80.8% | 0.001% | |
10/11/2024 | Creative Planning | 15,005 | $0.52M | 0.0% | +3.2% | 0.013% | |
10/11/2024 | Disciplined Equity Management Inc. | 54,843 | $1.91M | 1.2% | -4.6% | 0.048% | |
10/9/2024 | UMB Bank n.a. | 2,200 | $77K | 0.0% | -18.5% | 0.002% | |
10/8/2024 | CWM LLC | 2,270 | $79K | 0.0% | +740.7% | 0.002% | |
10/8/2024 | Axiom Advisory LLC | 7,950 | $0.27M | 0.0% | N/A | 0.007% | |
9/5/2024 | Sanctuary Advisors LLC | 18,522 | $0.62M | 0.0% | N/A | 0.016% | |
8/22/2024 | Cetera Investment Advisers | 128,951 | $4.36M | 0.0% | +1.4% | 0.112% | |
8/21/2024 | Truist Financial Corp | 20,794 | $0.70M | 0.0% | -2.1% | 0.018% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 54,271 | $1.83M | 0.0% | +385.3% | 0.047% | |
8/16/2024 | Regal Investment Advisors LLC | 10,920 | $0.37M | 0.0% | -3.4% | 0.009% | |
8/16/2024 | Second Line Capital LLC | 7,464 | $0.25M | 0.1% | +24.0% | 0.006% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 17,449 | $0.59M | 0.0% | +7.1% | 0.015% | |
8/16/2024 | Northeast Financial Consultants Inc | 46,409 | $1.57M | 0.1% | -4.8% | 0.040% | |
8/16/2024 | Creative Planning | 14,536 | $0.49M | 0.0% | +21.5% | 0.013% | |
8/15/2024 | The Manufacturers Life Insurance Company | 273,695 | $9.25M | 0.0% | +426.8% | 0.238% | |
8/15/2024 | Disciplined Equity Management Inc. | 57,493 | $1.94M | 1.3% | +2.1% | 0.050% | |
8/14/2024 | Gateway Advisory LLC | 9,000 | $0.30M | 0.1% | N/A | 0.008% | |
8/14/2024 | Resources Management Corp CT ADV | 16,025 | $0.54M | 0.1% | -4.6% | 0.014% | |
8/14/2024 | EverSource Wealth Advisors LLC | 2,607 | $92K | 0.0% | +79.3% | 0.002% | |
8/14/2024 | Epoch Investment Partners Inc. | 169,513 | $5.73M | 0.0% | +5.5% | 0.147% | |
8/13/2024 | Sei Investments Co. | 160,489 | $5.42M | 0.0% | +3.8% | 0.139% | |
8/12/2024 | Blair William & Co. IL | 6,689 | $0.23M | 0.0% | N/A | 0.006% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 7,076 | $0.24M | 0.0% | -8.4% | 0.006% | |
8/9/2024 | One Capital Management LLC | 8,029 | $0.27M | 0.0% | N/A | 0.007% | |
8/8/2024 | Prevail Innovative Wealth Advisors LLC | 35,011 | $1.18M | 0.4% | +18.7% | 0.030% | |
8/8/2024 | American Century Companies Inc. | 2,873,324 | $97.09M | 0.1% | +8.9% | 2.495% | |
8/7/2024 | Wedbush Securities Inc. | 7,205 | $0.24M | 0.0% | -47.6% | 0.006% | |
8/6/2024 | First Foundation Advisors | 58,450 | $1.98M | 0.1% | +14.7% | 0.051% | |
8/6/2024 | General American Investors Co. Inc. | 79,344 | $2.68M | 0.2% | -35.0% | 0.069% | |
8/5/2024 | Private Advisor Group LLC | 50,053 | $1.69M | 0.0% | -0.7% | 0.043% | |
8/2/2024 | Belpointe Asset Management LLC | 21,499 | $0.73M | 0.1% | -50.0% | 0.019% | |
8/2/2024 | Larson Financial Group LLC | 1,500 | $51K | 0.0% | N/A | 0.001% | |
8/1/2024 | D.A. Davidson & CO. | 138,658 | $4.69M | 0.0% | -0.4% | 0.120% | |
7/31/2024 | Essex Financial Services Inc. | 6,995 | $0.24M | 0.0% | N/A | 0.006% | |
7/31/2024 | Aptus Capital Advisors LLC | 7,512 | $0.25M | 0.0% | -41.7% | 0.007% | |
7/31/2024 | Nicola Wealth Management LTD. | 107,000 | $3.62M | 0.4% | +20.2% | 0.093% | |
7/31/2024 | Commonwealth Equity Services LLC | 64,058 | $2.17M | 0.0% | -15.1% | 0.056% | |
7/31/2024 | Rothschild Investment LLC | 7,500 | $0.25M | 0.0% | N/A | 0.007% | |
7/31/2024 | Blue Fin Capital Inc. | 40,691 | $1.38M | 0.3% | -1.2% | 0.035% | |
7/29/2024 | F M Investments LLC | 13,465 | $0.46M | 0.0% | N/A | 0.012% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 73,604 | $2.49M | 0.0% | -15.4% | 0.064% | |
7/25/2024 | Raymond James Trust N.A. | 9,546 | $0.32M | 0.0% | +8.1% | 0.008% | |
7/25/2024 | Highland Capital Management LLC | 53,883 | $1.82M | 0.1% | +40.2% | 0.047% | |
7/19/2024 | Raymond James & Associates | 67,122 | $2.27M | 0.0% | -6.1% | 0.058% | |
7/19/2024 | Oakworth Capital Inc. | 2,900 | $98K | 0.0% | +93.3% | 0.003% | |
7/18/2024 | Pure Financial Advisors LLC | 6,276 | $0.21M | 0.0% | N/A | 0.005% | |
7/16/2024 | SJS Investment Consulting Inc. | 920 | $31K | 0.0% | N/A | 0.001% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 177,472 | $6M | 0.0% | +0.5% | 0.154% | |
7/12/2024 | Sax Wealth Advisors LLC | 7,288 | $0.25M | 0.0% | -14.1% | 0.006% | |
7/11/2024 | Manning & Napier Advisors LLC | 132,500 | $4.48M | 0.1% | N/A | 0.115% | |
6/11/2024 | EverSource Wealth Advisors LLC | 1,454 | $49K | 0.0% | +1,354.0% | 0.001% | |
5/28/2024 | Boston Partners | 45,893 | $1.59M | 0.0% | -3.3% | 0.040% | |
5/24/2024 | Cetera Advisors LLC | 57,271 | $1.99M | 0.0% | +330.1% | 0.050% | |
5/24/2024 | Cetera Investment Advisers | 127,220 | $4.42M | 0.0% | +231.8% | 0.110% | |
5/22/2024 | Second Line Capital LLC | 6,020 | $0.21M | 0.1% | N/A | 0.005% | |