11/13/2024 | Townsquare Capital LLC | 27,051 | $495K | 0.0% | +71.8% | 0.107% | |
11/13/2024 | FMR LLC | 4,769 | $87K | 0.0% | +2,371.0% | 0.019% | |
11/12/2024 | Eagle Asset Management Inc. | 36,609 | $658K | 0.0% | N/A | 0.145% | |
11/7/2024 | CAP Partners LLC | 21,121 | $387K | 0.3% | +13.5% | 0.084% | |
11/6/2024 | OneDigital Investment Advisors LLC | 241,367 | $4.42M | 0.1% | +9.3% | 0.956% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 12,758 | $233K | 0.0% | -8.6% | 0.051% | |
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11/4/2024 | Baker Avenue Asset Management LP | 41,910 | $767K | 0.0% | +14.0% | 0.166% | |
11/2/2024 | Transcendent Capital Group LLC | 6,122 | $112K | 0.1% | +26.0% | 0.024% | |
11/1/2024 | ABLE Financial Group LLC | 392,002 | $7.17M | 2.2% | +2.6% | 1.552% | |
10/30/2024 | Foster & Motley Inc. | 23,394 | $428K | 0.0% | -3.4% | 0.093% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 61,721 | $1.13M | 0.1% | -36.9% | 0.244% | |
10/30/2024 | Legacy CG LLC | 263,913 | $4.83M | 1.6% | +14.2% | 1.045% | |
10/29/2024 | Janney Montgomery Scott LLC | 321,758 | $5.89M | 0.0% | +74.5% | 1.274% | |
10/28/2024 | Stephens Inc. AR | 19,708 | $361K | 0.0% | N/A | 0.078% | |
10/25/2024 | JFS Wealth Advisors LLC | 23,500 | $430K | 0.0% | N/A | 0.093% | |
10/25/2024 | Hedeker Wealth LLC | 81,521 | $1.49M | 0.4% | +214.9% | 0.323% | |
10/23/2024 | West Michigan Advisors LLC | 21,452 | $393K | 0.1% | +73.6% | 0.085% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 477,125 | $8.73M | 0.4% | +4.6% | 1.890% | |
10/22/2024 | Eastern Bank | 1,522 | $28K | 0.0% | N/A | 0.006% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 407,324 | $7.45M | 0.5% | +18.1% | 1.613% | |
10/18/2024 | Raymond James & Associates | 3,427,963 | $62.73M | 0.0% | +56.2% | 13.576% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 105,153 | $1.92M | 0.0% | +58.5% | 0.416% | |
10/15/2024 | Capital Advisors Wealth Management LLC | 77,565 | $1.42M | 0.3% | +87.2% | 0.307% | |
10/11/2024 | CX Institutional | 471,959 | $8.64M | 0.4% | +2.0% | 1.869% | |
10/11/2024 | Elmwood Wealth Management Inc. | 184,373 | $3.37M | 1.4% | +1.0% | 0.730% | |
10/10/2024 | Code Waechter LLC | 24,423 | $447K | 0.4% | N/A | 0.097% | |
10/7/2024 | GAMMA Investing LLC | 49,213 | $901K | 0.1% | +30.2% | 0.195% | |
9/5/2024 | Sanctuary Advisors LLC | 246,941 | $4.36M | 0.0% | N/A | 0.978% | |
8/28/2024 | Kestra Investment Management LLC | 256,166 | $4.58M | 0.3% | N/A | 1.015% | |
8/21/2024 | Truist Financial Corp | 181,686 | $3.25M | 0.0% | +2.7% | 0.720% | |
8/16/2024 | MidWestOne Financial Group Inc. | 152,502 | $2.72M | 0.5% | +41.9% | 0.604% | |
8/14/2024 | Gateway Advisory LLC | 480,646 | $8.58M | 1.5% | -8.5% | 1.904% | |
8/13/2024 | AE Wealth Management LLC | 122,714 | $2.19M | 0.0% | +33.4% | 0.486% | |
8/8/2024 | Envestnet Asset Management Inc. | 577,193 | $10.31M | 0.0% | -5.7% | 2.286% | |
8/8/2024 | Sykon Capital LLC | 91,543 | $1.64M | 0.6% | -23.9% | 0.363% | |
8/8/2024 | MY Wealth Management Inc. | 66,914 | $1.20M | 1.4% | N/A | 0.265% | |
8/7/2024 | Choreo LLC | 12,200 | $217K | 0.0% | N/A | 0.048% | |
8/6/2024 | Strategic Financial Concepts LLC | 46,320 | $827K | 0.0% | N/A | 0.183% | |
8/3/2024 | Foster & Motley Inc. | 24,225 | $433K | 0.0% | -7.8% | 0.096% | |
8/2/2024 | Larson Financial Group LLC | 2,279 | $41K | 0.0% | N/A | 0.009% | |
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8/2/2024 | Tortoise Investment Management LLC | 231,446 | $4.13M | 0.5% | -2.3% | 0.917% | |
8/1/2024 | Willis Johnson & Associates Inc. | 444,223 | $7.93M | 0.7% | +3.9% | 1.759% | |
8/1/2024 | Elevated Capital Advisors LLC | 18,775 | $335K | 0.1% | N/A | 0.074% | |
7/31/2024 | Commonwealth Equity Services LLC | 245,586 | $4.39M | 0.0% | +396.2% | 0.973% | |
7/30/2024 | Global Financial Private Client LLC | 35,627 | $636K | 0.3% | +28.0% | 0.141% | |
7/29/2024 | Financial Advocates Investment Management | 15,164 | $271K | 0.0% | -21.6% | 0.060% | |
7/26/2024 | ABLE Financial Group LLC | 382,178 | $6.83M | 2.5% | +1.9% | 1.514% | |
7/26/2024 | Bank of New York Mellon Corp | 2,916,781 | $52.09M | 0.0% | -2.0% | 11.552% | |
7/25/2024 | Pineridge Advisors LLC | 193,597 | $3.46M | 1.2% | +12.4% | 0.767% | |
7/24/2024 | McAdam LLC | 75,052 | $1.34M | 0.1% | -25.0% | 0.297% | |
7/22/2024 | Legacy CG LLC | 231,188 | $4.13M | 1.4% | N/A | 0.916% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 456,095 | $8.15M | 0.4% | +71.4% | 1.806% | |
7/19/2024 | Raymond James & Associates | 2,195,130 | $39.21M | 0.0% | -3.3% | 8.694% | |
7/19/2024 | Hedeker Wealth LLC | 25,886 | $462K | 0.1% | -41.4% | 0.103% | |
7/19/2024 | CAP Partners LLC | 18,601 | $332K | 0.3% | +24.0% | 0.074% | |
7/17/2024 | Westside Investment Management Inc. | 46,423 | $829K | 0.2% | +41.5% | 0.184% | |
7/17/2024 | Capital Advisors Wealth Management LLC | 41,444 | $740K | 0.1% | +5.7% | 0.164% | |
7/15/2024 | Aspire Private Capital LLC | 2,488 | $44K | 0.0% | +74.2% | 0.010% | |
7/11/2024 | CX Institutional | 462,667 | $8.26M | 0.4% | -27.9% | 1.832% | |
7/9/2024 | Arden Trust Co | 90,749 | $1.62M | 0.2% | -36.0% | 0.359% | |
7/2/2024 | GAMMA Investing LLC | 37,794 | $675K | 0.1% | +1,122.7% | 0.150% | |
5/21/2024 | Atria Investments Inc | 216,370 | $3.90M | 0.1% | +0.5% | 0.857% | |
5/17/2024 | Comerica Bank | 2,729 | $49K | 0.0% | +10,816.0% | 0.011% | |
5/17/2024 | Pineridge Advisors LLC | 172,196 | $3.10M | 1.1% | -23.9% | 0.682% | |
5/15/2024 | Manhattan West Asset Management LLC | 375,967 | $6.77M | 1.6% | +9.1% | 1.489% | |
5/14/2024 | CreativeOne Wealth LLC | 59,018 | $1.06M | 0.0% | +14.8% | 0.234% | |
5/6/2024 | CFO4Life Group LLC | 41,630 | $750K | 0.1% | -12.3% | 0.173% | |
5/3/2024 | Avidian Wealth Solutions LLC | 156,134 | $2.81M | 0.1% | -77.9% | 0.649% | |
5/2/2024 | AlphaQ Advisors LLC | 172,423 | $3.11M | 1.9% | +8.7% | 0.717% | |
5/2/2024 | Lincoln National Corp | 212,519 | $3.83M | 0.1% | +6.1% | 0.884% | |
5/1/2024 | Janney Montgomery Scott LLC | 36,001 | $648K | 0.0% | +140.8% | 0.150% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 2,468 | $44K | 0.0% | +84.7% | 0.010% | |
5/1/2024 | Mission Wealth Management LP | 20,000 | $360K | 0.0% | N/A | 0.083% | |
4/30/2024 | Commonwealth Equity Services LLC | 49,489 | $891K | 0.0% | +20.9% | 0.206% | |
4/23/2024 | McAdam LLC | 100,008 | $1.80M | 0.1% | -4.1% | 0.395% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 144,624 | $2.61M | 0.0% | -79.4% | 0.572% | |
4/22/2024 | Raymond James & Associates | 2,270,524 | $40.89M | 0.0% | +42.7% | 8.974% | |
4/19/2024 | Willis Johnson & Associates Inc. | 427,684 | $7.70M | 0.7% | +10.5% | 1.690% | |
4/19/2024 | Westside Investment Management Inc. | 32,800 | $591K | 0.1% | +25.4% | 0.130% | |
4/19/2024 | Hedeker Wealth LLC | 44,174 | $796K | 0.2% | -36.6% | 0.175% | |
4/18/2024 | CAP Partners LLC | 15,005 | $270K | 0.2% | N/A | 0.059% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 266,148 | $4.79M | 0.3% | +84.7% | 1.052% | |
4/15/2024 | Bowman & Co S.C. | 54,412 | $980K | 0.6% | N/A | 0.215% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 39,191 | $706K | 0.1% | +63.5% | 0.155% | |
4/11/2024 | FOCUS Wealth Advisors LLC | 48,306 | $870K | 0.5% | +80.4% | 0.191% | |
4/5/2024 | GAMMA Investing LLC | 3,091 | $56K | 0.0% | N/A | 0.013% | |
4/3/2024 | Arden Trust Co | 141,882 | $2.56M | 0.4% | +4.6% | 0.577% | |
3/22/2024 | PNC Financial Services Group Inc. | 6,900 | $126K | 0.0% | N/A | 0.028% | |
3/1/2024 | Transcendent Capital Group LLC | 4,400 | $80K | 0.1% | N/A | 0.018% | |
3/1/2024 | Pineridge Advisors LLC | 226,364 | $4.13M | 1.4% | N/A | 0.920% | |
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2/29/2024 | Tortoise Investment Management LLC | 242,608 | $4.43M | 0.6% | -14.5% | 0.986% | |
2/15/2024 | Bartlett & CO. Wealth Management LLC | 66,710 | $1.22M | 0.0% | -8.9% | 0.271% | |
2/13/2024 | Jones Financial Companies Lllp | 11,621 | $212K | 0.0% | N/A | 0.047% | |
2/12/2024 | Eagle Asset Management Inc. | 10,681 | $195K | 0.0% | N/A | 0.043% | |
2/12/2024 | Manhattan West Asset Management LLC | 344,702 | $6.29M | 1.8% | +7.2% | 1.401% | |
2/12/2024 | Stifel Financial Corp | 430,286 | $7.85M | 0.0% | +247.3% | 1.749% | |
2/9/2024 | Keystone Financial Group | 19,169 | $350K | 0.1% | -72.3% | 0.078% | |
2/9/2024 | CreativeOne Wealth LLC | 51,423 | $938K | 0.1% | N/A | 0.209% | |
2/8/2024 | Tortoise Investment Management LLC | 242,898 | $4.35M | 0.6% | -14.4% | 0.987% | |
2/7/2024 | Avantax Advisory Services Inc. | 42,826 | $782K | 0.0% | +134.0% | 0.174% | |