9/5/2024 | Sanctuary Advisors LLC | 146,673 | $4.71M | 0.0% | N/A | 0.076% | |
8/22/2024 | PVG Asset Management Corp | 7,131 | $0.22M | 0.9% | N/A | 0.004% | |
8/22/2024 | Cetera Investment Advisers | 155,023 | $4.75M | 0.0% | +0.5% | 0.081% | |
8/21/2024 | Truist Financial Corp | 15,091 | $0.46M | 0.0% | N/A | 0.008% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 76,361 | $2.40M | 0.1% | -7.9% | 0.040% | |
8/16/2024 | Sunbelt Securities Inc. | 49,113 | $1.50M | 0.2% | +2.3% | 0.026% | |
8/16/2024 | Northeast Financial Consultants Inc | 1,864,469 | $57.09M | 2.6% | +16.1% | 0.969% | |
8/16/2024 | Magnolia Capital Advisors LLC | 262,653 | $8.04M | 0.3% | N/A | 0.136% | |
8/16/2024 | Creative Planning | 1,719,110 | $52.64M | 0.1% | -15.1% | 0.893% | |
8/15/2024 | The Manufacturers Life Insurance Company | 7,846 | $0.24M | 0.0% | +15.1% | 0.004% | |
8/15/2024 | Prairie Wealth Advisors Inc. | 136,906 | $4.30M | 2.2% | -8.0% | 0.071% | |
8/14/2024 | Clear Point Advisors Inc. | 2,914 | $89K | 0.1% | +15.9% | 0.002% | |
8/14/2024 | Bank of Montreal Can | 15,717 | $0.50M | 0.0% | +5.4% | 0.008% | |
8/14/2024 | Evergreen Capital Management LLC | 70,660 | $2.22M | 0.1% | -48.9% | 0.037% | |
8/14/2024 | Beck Capital Management LLC | 239,129 | $7.32M | 2.0% | +1.4% | 0.124% | |
8/14/2024 | Delap Wealth Advisory LLC | 6,542 | $0.20M | 0.1% | N/A | 0.003% | |
8/14/2024 | 1832 Asset Management L.P. | 806,789 | $24.70M | 0.0% | -25.7% | 0.419% | |
8/13/2024 | Ensign Peak Advisors Inc | 5,035,082 | $154.17M | 0.3% | +51.7% | 2.616% | |
8/12/2024 | MQS Management LLC | 6,559 | $0.20M | 0.1% | N/A | 0.003% | |
8/12/2024 | XTX Topco Ltd | 14,566 | $0.45M | 0.0% | N/A | 0.008% | |
8/12/2024 | Blair William & Co. IL | 21,601 | $0.66M | 0.0% | +106.4% | 0.011% | |
8/12/2024 | Waterloo Capital L.P. | 94,793 | $2.90M | 0.3% | +9.6% | 0.049% | |
8/9/2024 | Moors & Cabot Inc. | 13,536 | $0.41M | 0.0% | -51.7% | 0.007% | |
8/9/2024 | Perissos Private Wealth Management LLC | 223,131 | $6.83M | 6.1% | +15.6% | 0.116% | |
8/9/2024 | Marble Harbor Investment Counsel LLC | 10,400 | $0.32M | 0.0% | N/A | 0.005% | |
8/9/2024 | Rathbones Group PLC | 48,883 | $1.50M | 0.0% | +6.9% | 0.025% | |
8/8/2024 | Envestnet Asset Management Inc. | 276,073 | $8.45M | 0.0% | +9.7% | 0.143% | |
8/8/2024 | Allen Investment Management LLC | 176,957 | $5.42M | 0.1% | +60.3% | 0.092% | |
8/8/2024 | Fiduciary Group LLC | 27,987 | $0.86M | 0.1% | +24.4% | 0.015% | |
8/8/2024 | Wellington Shields & Co. LLC | 26,214 | $0.80M | 0.3% | +18.2% | 0.014% | |
8/7/2024 | Choreo LLC | 34,771 | $1.06M | 0.0% | +248.5% | 0.018% | |
8/6/2024 | Caprock Group LLC | 11,209 | $0.35M | 0.0% | N/A | 0.006% | |
8/5/2024 | Private Advisor Group LLC | 41,661 | $1.28M | 0.0% | +39.2% | 0.022% | |
8/5/2024 | Wellington Shields Capital Management LLC | 8,465 | $0.26M | 0.0% | +6.3% | 0.004% | |
8/5/2024 | Farmers & Merchants Investments Inc. | 1,200 | $37K | 0.0% | N/A | 0.001% | |
8/2/2024 | Stablepoint Partners LLC | 10,303 | $0.32M | 0.1% | -24.1% | 0.005% | |
8/2/2024 | Gries Financial LLC | 302,502 | $9.26M | 1.9% | -2.1% | 0.152% | |
8/2/2024 | Belpointe Asset Management LLC | 21,987 | $0.67M | 0.0% | N/A | 0.011% | |
8/2/2024 | Fortis Capital Advisors LLC | 10,552 | $0.32M | 0.1% | N/A | 0.005% | |
8/2/2024 | First National Trust Co | 31,959 | $0.98M | 0.0% | N/A | 0.016% | |
8/2/2024 | Naviter Wealth LLC | 130,294 | $4.09M | 0.6% | +24.8% | 0.066% | |
8/2/2024 | Magnus Financial Group LLC | 17,644 | $0.54M | 0.1% | +22.4% | 0.009% | |
8/2/2024 | Legacy Capital Wealth Partners LLC | 56,451 | $1.73M | 0.4% | N/A | 0.028% | |
8/1/2024 | Embree Financial Group | 175,487 | $5.37M | 1.0% | -1.3% | 0.088% | |
8/1/2024 | Natixis Advisors LLC | 13,023 | $0.40M | 0.0% | N/A | 0.007% | |
8/1/2024 | GraniteShares Advisors LLC | 70,152 | $2.15M | 0.7% | +14.2% | 0.035% | |
7/31/2024 | Cascade Financial Partners LLC | 8,769 | $0.27M | 0.0% | -14.1% | 0.005% | |
7/31/2024 | Essex Financial Services Inc. | 7,423 | $0.23M | 0.0% | N/A | 0.004% | |
7/31/2024 | Van ECK Associates Corp | 3,180,714 | $97.39M | 0.1% | +106.5% | 1.653% | |
7/31/2024 | Anfield Capital Management LLC | 7,907 | $0.24M | 0.1% | N/A | 0.004% | |
7/31/2024 | Commonwealth Equity Services LLC | 28,005 | $0.86M | 0.0% | +5.9% | 0.015% | |
7/31/2024 | Rothschild Investment LLC | 3,985 | $0.12M | 0.0% | N/A | 0.002% | |
7/31/2024 | Americana Partners LLC | 274,971 | $8.42M | 0.7% | +15.7% | 0.138% | |
7/30/2024 | Jaffetilchin Investment Partners LLC | 41,670 | $1.28M | 0.1% | +216.7% | 0.021% | |
7/30/2024 | Pine Valley Investments Ltd Liability Co | 154,849 | $4.74M | 0.3% | +5.0% | 0.078% | |
7/27/2024 | Cascade Wealth Advisors Inc | 130,599 | $3.96M | 2.9% | +82.2% | 0.068% | |
7/26/2024 | Harbour Investments Inc. | 4,723 | $0.15M | 0.0% | -10.1% | 0.002% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 75,631 | $2.32M | 0.0% | +45.2% | 0.038% | |
7/26/2024 | Atomi Financial Group Inc. | 15,169 | $0.46M | 0.0% | +8.9% | 0.008% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 179,809 | $5.51M | 0.0% | +8.1% | 0.091% | |
7/26/2024 | Bank of New York Mellon Corp | 17,144 | $0.53M | 0.0% | +9.4% | 0.009% | |
7/26/2024 | Proficio Capital Partners LLC | 388,697 | $11.90M | 1.2% | +8.6% | 0.196% | |
7/25/2024 | Destiny Wealth Partners LLC | 345,510 | $10.58M | 1.9% | -3.7% | 0.174% | |
7/25/2024 | Tranquility Partners LLC | 199,114 | $6.10M | 2.3% | -6.8% | 0.100% | |
7/25/2024 | Institute for Wealth Management LLC. | 61,529 | $1.88M | 0.3% | +15.3% | 0.031% | |
7/25/2024 | Baillie Gifford & Co. | 398,415 | $12.20M | 0.0% | N/A | 0.201% | |
7/25/2024 | Fullcircle Wealth LLC | 16,233 | $0.49M | 0.2% | N/A | 0.008% | |
7/24/2024 | Joseph P. Lucia & Associates LLC | 22,865 | $0.70M | 0.4% | +69.3% | 0.012% | |
7/23/2024 | Financial Synergies Wealth Advisors Inc. | 11,888 | $0.36M | 0.0% | +3.0% | 0.006% | |
7/23/2024 | HTLF Bank | 92,685 | $2.84M | 0.3% | -3.3% | 0.047% | |
7/23/2024 | Griffin Asset Management Inc. | 19,396 | $0.59M | 0.1% | N/A | 0.010% | |
7/23/2024 | Inlet Private Wealth LLC | 54,574 | $1.67M | 0.5% | +0.9% | 0.027% | |
7/23/2024 | Crescent Grove Advisors LLC | 73,862 | $2.32M | 0.3% | +12.4% | 0.037% | |
7/23/2024 | Amplius Wealth Advisors LLC | 523,657 | $16.03M | 1.8% | -42.4% | 0.264% | |
7/22/2024 | Summit Global Investments | 42,260 | $1.29M | 0.1% | -17.0% | 0.021% | |
7/22/2024 | BigSur Wealth Management LLC | 118,791 | $3.73M | 1.1% | +3.3% | 0.060% | |
7/22/2024 | Pallas Capital Advisors LLC | 148,493 | $4.50M | 0.2% | +4.1% | 0.075% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 141,006 | $4.32M | 0.2% | +10.3% | 0.071% | |
7/19/2024 | Pasadena Private Wealth LLC | 14,585 | $0.45M | 0.1% | -6.1% | 0.007% | |
7/19/2024 | Raymond James & Associates | 459,208 | $14.06M | 0.0% | +21.8% | 0.231% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 302,981 | $9.28M | 0.0% | -9.2% | 0.153% | |
7/17/2024 | Leavell Investment Management Inc. | 69,803 | $2.19M | 0.1% | +20.2% | 0.035% | |
7/17/2024 | SteelPeak Wealth LLC | 17,550 | $0.54M | 0.0% | +91.4% | 0.009% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 23,226 | $0.71M | 0.1% | +22.2% | 0.012% | |
7/17/2024 | Taylor & Morgan Wealth Management LLC | 41,633 | $1.28M | 0.9% | -12.2% | 0.022% | |
7/16/2024 | Cornerstone Wealth Management LLC | 43,625 | $1.34M | 0.1% | +1.6% | 0.023% | |
7/16/2024 | Shikiar Asset Management Inc. | 495,050 | $15.16M | 4.1% | +2.8% | 0.257% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 14,613 | $0.45M | 0.0% | +79.1% | 0.007% | |
7/16/2024 | Cooper Financial Group | 25,302 | $0.78M | 0.1% | +60.9% | 0.013% | |
7/16/2024 | Walter & Keenan Wealth Management LLC IN ADV | 56,097 | $1.72M | 0.5% | +27.1% | 0.028% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 30,103 | $0.92M | 0.0% | +2.4% | 0.015% | |
7/12/2024 | Sound Income Strategies LLC | 759,655 | $23.26M | 1.5% | +140,837.8% | 0.395% | |
7/12/2024 | Diversify Advisory Services LLC | 88,885 | $2.73M | 0.1% | +1.9% | 0.046% | |
7/12/2024 | Register Financial Advisors LLC | 50,560 | $1.55M | 0.8% | +6.3% | 0.026% | |
7/12/2024 | LGT Capital Partners LTD. | 255,500 | $7.82M | 0.3% | -8.9% | 0.133% | |
7/10/2024 | Simplicity Wealth LLC | 25,404 | $0.78M | 0.0% | +7.4% | 0.013% | |
7/10/2024 | CWM LLC | 13,804 | $0.42M | 0.0% | +376.2% | 0.007% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 13,415 | $0.41M | 0.0% | +9.5% | 0.007% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 1,051 | $32K | 0.0% | N/A | 0.001% | |
7/2/2024 | Transcend Capital Advisors LLC | 403,378 | $12.35M | 0.9% | -2.7% | 0.210% | |