12/13/2024 | B. Riley Wealth Advisors Inc. | 6,202 | $291K | 0.0% | -13.5% | 0.016% | |
11/25/2024 | Synovus Financial Corp | 5,777 | $271K | 0.0% | -12.8% | 0.015% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 916 | $43K | 0.0% | N/A | 0.002% | |
11/25/2024 | World Investment Advisors LLC | 75,636 | $3.55M | 0.1% | N/A | 0.192% | |
11/25/2024 | Sanctuary Advisors LLC | 78,756 | $3.64M | 0.0% | +15.5% | 0.200% | |
11/20/2024 | Westside Investment Management Inc. | 18,876 | $886K | 0.2% | +10.4% | 0.048% | |
|
11/18/2024 | Rehmann Capital Advisory Group | 8,735 | $410K | 0.0% | -85.4% | 0.022% | |
11/15/2024 | MML Investors Services LLC | 20,499 | $962K | 0.0% | -20.5% | 0.052% | |
11/15/2024 | Stifel Financial Corp | 333,342 | $15.65M | 0.0% | +2.7% | 0.847% | |
11/15/2024 | HighTower Advisors LLC | 64,133 | $3.01M | 0.0% | +1.8% | 0.163% | |
11/14/2024 | Flow Traders U.S. LLC | 12,555 | $589K | 0.0% | -47.9% | 0.032% | |
11/14/2024 | Rockefeller Capital Management L.P. | 25,291 | $1.19M | 0.0% | -5.6% | 0.064% | |
11/14/2024 | Financial Counselors Inc. | 37,750 | $1.77M | 0.0% | +0.7% | 0.096% | |
11/13/2024 | FMR LLC | 848,038 | $39.82M | 0.0% | -6.9% | 2.155% | |
11/12/2024 | Family Capital Management Inc. | 14,980 | $703K | 0.5% | -8.4% | 0.038% | |
11/12/2024 | Kingsview Wealth Management LLC | 8,413 | $395K | 0.0% | +4.1% | 0.021% | |
11/12/2024 | Cerity Partners LLC | 104,197 | $4.89M | 0.0% | +0.2% | 0.265% | |
11/12/2024 | GenTrust LLC | 16,436 | $772K | 0.0% | -1.5% | 0.042% | |
11/8/2024 | Darwin Wealth Management LLC | 1,136 | $53K | 0.0% | N/A | 0.003% | |
11/8/2024 | Avior Wealth Management LLC | 1,022 | $48K | 0.0% | N/A | 0.003% | |
11/7/2024 | Thrivent Financial for Lutherans | 101,489 | $4.77M | 0.0% | +19.9% | 0.258% | |
11/6/2024 | OneDigital Investment Advisors LLC | 187,119 | $8.79M | 0.1% | -1.2% | 0.476% | |
11/6/2024 | Sargent Investment Group LLC | 6,432 | $302K | 0.1% | -5.1% | 0.016% | |
11/6/2024 | Oppenheimer & Co. Inc. | 27,833 | $1.31M | 0.0% | -1.1% | 0.071% | |
11/4/2024 | Kennebec Savings Bank | 3,243 | $152K | 0.2% | N/A | 0.008% | |
11/4/2024 | Baker Avenue Asset Management LP | 17,703 | $831K | 0.0% | +13.5% | 0.045% | |
11/4/2024 | Axxcess Wealth Management LLC | 5,286 | $248K | 0.0% | -22.5% | 0.013% | |
11/2/2024 | XML Financial LLC | 31,170 | $1.46M | 0.1% | -66.5% | 0.079% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 454,583 | $21.34M | 1.0% | +0.8% | 1.155% | |
10/29/2024 | James Investment Research Inc. | 26,719 | $1.25M | 0.1% | -25.0% | 0.068% | |
10/29/2024 | Farther Finance Advisors LLC | 891 | $42K | 0.0% | +194.1% | 0.002% | |
10/25/2024 | SteelPeak Wealth LLC | 60,269 | $2.83M | 0.1% | -2.9% | 0.153% | |
10/25/2024 | Strategic Blueprint LLC | 6,811 | $320K | 0.0% | -9.2% | 0.017% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 802,854 | $37.69M | 0.1% | +0.5% | 2.040% | |
10/19/2024 | OLD National Bancorp IN | 214,938 | $10.09M | 0.2% | -18.1% | 0.546% | |
10/16/2024 | Cornerstone Wealth Management LLC | 59,379 | $2.79M | 0.2% | -1.6% | 0.151% | |
10/16/2024 | Proquility Private Wealth Partners LLC | 67,911 | $3.19M | 1.0% | -8.1% | 0.173% | |
10/15/2024 | HTLF Bank | 1,271,148 | $59.68M | 6.5% | +20.7% | 3.230% | |
10/15/2024 | Cliftonlarsonallen Wealth Advisors LLC | 79,052 | $3.71M | 0.1% | -1.8% | 0.201% | |
10/11/2024 | Creative Planning | 13,268 | $623K | 0.0% | -28.3% | 0.034% | |
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10/11/2024 | CX Institutional | 680,228 | $31.94M | 1.4% | +2.1% | 1.729% | |
10/11/2024 | Granite Harbor Advisors Inc. | 57,459 | $2.70M | 1.6% | +10.0% | 0.146% | |
10/8/2024 | CWM LLC | 24,956 | $1.17M | 0.0% | -6.5% | 0.063% | |
10/8/2024 | Mather Group LLC. | 312,077 | $14.65M | 0.2% | -12.8% | 0.793% | |
10/7/2024 | Fulton Bank N.A. | 20,672 | $971K | 0.0% | N/A | 0.053% | |
10/3/2024 | Park Avenue Securities LLC | 76,524 | $3.59M | 0.0% | -15.4% | 0.194% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 28,457 | $1.34M | 0.0% | +18,141.7% | 0.072% | |
9/5/2024 | Sanctuary Advisors LLC | 68,187 | $3.12M | 0.0% | N/A | 0.173% | |
8/22/2024 | Cetera Investment Advisers | 169,545 | $7.77M | 0.0% | +20.9% | 0.431% | |
8/21/2024 | Truist Financial Corp | 85,028 | $3.90M | 0.0% | -8.1% | 0.216% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 7,174 | $329K | 0.0% | -54.7% | 0.018% | |
8/16/2024 | NewEdge Advisors LLC | 177,644 | $8.14M | 0.1% | +150.2% | 0.451% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,739,830 | $125.59M | 0.1% | -10.2% | 6.963% | |
8/16/2024 | Creative Planning | 18,501 | $848K | 0.0% | +28.3% | 0.047% | |
8/13/2024 | Thrivent Financial for Lutherans | 84,641 | $3.88M | 0.0% | -28.0% | 0.215% | |
8/10/2024 | Sargent Investment Group LLC | 6,780 | $311K | 0.1% | +5.4% | 0.017% | |
8/9/2024 | Renaissance Technologies LLC | 179,700 | $8.24M | 0.0% | -49.9% | 0.457% | |
8/8/2024 | Envestnet Asset Management Inc. | 988,662 | $45.32M | 0.0% | +18.9% | 2.512% | |
8/8/2024 | Condor Capital Management | 219,894 | $10.08M | 1.0% | +5.1% | 0.559% | |
8/8/2024 | Hardin Capital Partners LLC | 4,952 | $227K | 0.1% | N/A | 0.013% | |
8/8/2024 | Idaho Trust Bank | 46,269 | $2.12M | 1.1% | N/A | 0.118% | |
8/8/2024 | LPL Financial LLC | 1,546,672 | $70.90M | 0.0% | +2.1% | 3.931% | |
8/7/2024 | Choreo LLC | 16,220 | $741K | 0.0% | N/A | 0.041% | |
8/5/2024 | Private Advisor Group LLC | 15,803 | $724K | 0.0% | -4.4% | 0.040% | |
8/5/2024 | Parkside Financial Bank & Trust | 49,916 | $2.29M | 0.4% | +28.3% | 0.127% | |
8/3/2024 | Foster & Motley Inc. | 5,772 | $265K | 0.0% | -19.2% | 0.015% | |
8/2/2024 | Aveo Capital Partners LLC | 11,113 | $509K | 0.1% | -4.6% | 0.028% | |
8/1/2024 | Willis Johnson & Associates Inc. | 459,523 | $21.07M | 1.7% | +3.9% | 1.168% | |
8/1/2024 | Financial Counselors Inc. | 37,497 | $1.72M | 0.0% | -6.2% | 0.095% | |
8/1/2024 | Summit Financial LLC | 7,021 | $322K | 0.0% | N/A | 0.018% | |
7/31/2024 | Davidson Investment Advisors | 272,257 | $12.48M | 0.6% | +11.3% | 0.692% | |
7/31/2024 | Commonwealth Equity Services LLC | 21,186 | $971K | 0.0% | -52.3% | 0.054% | |
7/30/2024 | International Assets Investment Management LLC | 952 | $44K | 0.0% | N/A | 0.002% | |
7/27/2024 | Strategic Blueprint LLC | 7,504 | $344K | 0.0% | +15.1% | 0.019% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 96,024 | $4.40M | 0.0% | -7.8% | 0.244% | |
7/26/2024 | Granite Harbor Advisors Inc. | 52,215 | $2.39M | 1.5% | +8.9% | 0.133% | |
7/24/2024 | &PARTNERS | 5,826 | $267K | 0.0% | N/A | 0.015% | |
7/23/2024 | HTLF Bank | 1,052,915 | $48.27M | 5.5% | +1.2% | 2.676% | |
7/23/2024 | 1620 Investment Advisors Inc. | 30,529 | $1.40M | 1.1% | +3.8% | 0.078% | |
7/23/2024 | ONE Advisory Partners LLC | 7,765 | $356K | 0.2% | -10.9% | 0.020% | |
7/23/2024 | XML Financial LLC | 93,170 | $4.27M | 0.4% | N/A | 0.237% | |
7/22/2024 | Dakota Wealth Management | 5,533 | $254K | 0.0% | -12.6% | 0.014% | |
7/19/2024 | Raymond James & Associates | 61,258 | $2.81M | 0.0% | -15.7% | 0.156% | |
7/17/2024 | Westside Investment Management Inc. | 17,097 | $784K | 0.2% | +6.1% | 0.043% | |
7/17/2024 | SteelPeak Wealth LLC | 62,062 | $2.85M | 0.1% | -12.6% | 0.158% | |
7/16/2024 | Cornerstone Wealth Management LLC | 60,335 | $2.77M | 0.2% | +4.8% | 0.153% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 799,037 | $36.63M | 0.1% | -4.9% | 2.031% | |
7/15/2024 | Aspire Private Capital LLC | 1,495 | $69K | 0.0% | +74.2% | 0.004% | |
7/12/2024 | Kwmg LLC | 5,704 | $261K | 0.0% | -5.8% | 0.014% | |
7/12/2024 | Cliftonlarsonallen Wealth Advisors LLC | 80,531 | $3.69M | 0.1% | +2.2% | 0.205% | |
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7/11/2024 | OLD National Bancorp IN | 262,598 | $12.04M | 0.3% | -2.1% | 0.667% | |
7/11/2024 | CX Institutional | 666,185 | $30.54M | 1.4% | +0.4% | 1.693% | |
7/11/2024 | Warther Private Wealth LLC | 8,146 | $373K | 0.1% | N/A | 0.021% | |
7/9/2024 | Park Avenue Securities LLC | 90,458 | $4.15M | 0.1% | +28.7% | 0.230% | |
7/9/2024 | Mather Group LLC. | 357,951 | $16.65M | 0.2% | +0.7% | 0.910% | |
5/24/2024 | Cetera Advisors LLC | 5,495 | $256K | 0.0% | +25.7% | 0.014% | |
5/24/2024 | Cetera Investment Advisers | 140,236 | $6.52M | 0.0% | +246.6% | 0.356% | |
5/17/2024 | Comerica Bank | 24,644 | $1.15M | 0.0% | -75.6% | 0.063% | |
5/16/2024 | Jane Street Group LLC | 1,170,094 | $54.42M | 0.0% | N/A | 2.974% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 15,826 | $698K | 0.0% | +74.8% | 0.040% | |