11/15/2024 | MML Investors Services LLC | 176,189 | $4.57M | 0.0% | +3.7% | 0.532% | |
11/15/2024 | Jane Street Group LLC | 34,619 | $897K | 0.0% | -84.3% | 0.105% | |
11/15/2024 | HighTower Advisors LLC | 12,416 | $319K | 0.0% | -31.7% | 0.038% | |
11/14/2024 | Flow Traders U.S. LLC | 52,204 | $1.35M | 0.1% | +583.1% | 0.158% | |
11/13/2024 | Hancock Whitney Corp | 19,580 | $507K | 0.0% | -79.1% | 0.059% | |
11/12/2024 | Kingsview Wealth Management LLC | 18,947 | $491K | 0.0% | -2.4% | 0.057% | |
|
11/12/2024 | Cerity Partners LLC | 62,807 | $1.63M | 0.0% | +1.2% | 0.190% | |
11/12/2024 | Nwam LLC | 165,472 | $4.29M | 0.3% | N/A | 0.500% | |
11/6/2024 | Evolution Wealth Advisors LLC | 233,411 | $6.05M | 1.1% | -0.6% | 0.705% | |
11/5/2024 | Carrera Capital Advisors | 309,084 | $8.01M | 2.0% | +30.1% | 0.934% | |
11/5/2024 | Aptus Capital Advisors LLC | 3,329 | $86K | 0.0% | N/A | 0.010% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 253,253 | $6.56M | 0.0% | +17.2% | 0.765% | |
11/4/2024 | Disciplined Investments LLC | 7,755 | $201K | 0.1% | -30.5% | 0.023% | |
10/30/2024 | World Equity Group Inc. | 26,437 | $685K | 0.2% | +3.8% | 0.080% | |
10/29/2024 | Cabana LLC | 70,354 | $1.82M | 10.2% | -13.1% | 0.213% | |
10/25/2024 | Aletheian Wealth Advisors LLC | 38,897 | $1.01M | 0.6% | N/A | 0.112% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,049 | $209K | 0.0% | -6.9% | 0.023% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 20,650 | $536K | 0.0% | +42.4% | 0.060% | |
10/23/2024 | Pettinga Financial Advisors LLC | 37,775 | $979K | 0.2% | -5.2% | 0.114% | |
10/22/2024 | International Assets Investment Management LLC | 47,493 | $1.23M | 0.0% | +2,285.4% | 0.137% | |
10/15/2024 | Peak Financial Management Inc. | 233,554 | $6.05M | 1.8% | +3.6% | 0.673% | |
10/15/2024 | Cliftonlarsonallen Wealth Advisors LLC | 12,764 | $331K | 0.0% | -15.3% | 0.037% | |
10/11/2024 | Creative Planning | 12,675 | $328K | 0.0% | +22.8% | 0.037% | |
10/8/2024 | CWM LLC | 11,390 | $295K | 0.0% | -55.5% | 0.033% | |
10/8/2024 | Brookstone Capital Management | 20,162 | $522K | 0.0% | -8.2% | 0.056% | |
10/8/2024 | Atomi Financial Group Inc. | 175,322 | $4.54M | 0.3% | +3.0% | 0.487% | |
10/8/2024 | Axiom Advisory LLC | 5,530,030 | $144.97M | 1.4% | +11.4% | 15.361% | |
10/7/2024 | EWG Elevate Inc. | 23,239 | $602K | 0.2% | +9.5% | 0.065% | |
10/7/2024 | Prosperity Planning Inc. | 19,850 | $514K | 0.2% | +5.0% | 0.055% | |
10/5/2024 | Arkansas Financial Group Inc. | 51,854 | $1.34M | 0.2% | +45.1% | 0.144% | |
9/5/2024 | Sanctuary Advisors LLC | 7,925 | $220K | 0.0% | N/A | 0.022% | |
8/27/2024 | Carrera Capital Advisors | 237,652 | $6.49M | 2.1% | N/A | 0.656% | |
8/21/2024 | Truist Financial Corp | 2,505,305 | $68.42M | 0.1% | N/A | 6.921% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 275,711 | $7.53M | 0.0% | -47.7% | 0.762% | |
8/16/2024 | NewEdge Advisors LLC | 202,653 | $5.53M | 0.0% | +41,857.1% | 0.560% | |
8/13/2024 | Hancock Whitney Corp | 93,546 | $2.56M | 0.1% | +44.5% | 0.258% | |
8/13/2024 | AE Wealth Management LLC | 7,433 | $203K | 0.0% | -44.0% | 0.021% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 10,891 | $297K | 0.0% | +29.8% | 0.030% | |
8/8/2024 | Envestnet Asset Management Inc. | 968,185 | $26.44M | 0.0% | +895.5% | 2.675% | |
8/8/2024 | CoreCap Advisors LLC | 13,508 | $369K | 0.0% | N/A | 0.037% | |
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8/8/2024 | Client 1ST Advisory Group LLC | 11,772 | $321K | 0.1% | -22.7% | 0.033% | |
8/8/2024 | Vanguard Capital Wealth Advisors | 32,905 | $899K | 0.6% | N/A | 0.091% | |
8/7/2024 | Choreo LLC | 9,693 | $268K | 0.0% | -17.3% | 0.027% | |
8/6/2024 | Anchor Capital Advisors LLC | 13,845 | $378K | 0.0% | -74.5% | 0.038% | |
8/2/2024 | Larson Financial Group LLC | 1,677 | $46K | 0.0% | N/A | 0.005% | |
7/31/2024 | Commonwealth Equity Services LLC | 40,267 | $1.10M | 0.0% | -20.6% | 0.111% | |
7/31/2024 | NBT Bank N A NY | 1,090 | $30K | 0.0% | -48.2% | 0.003% | |
7/30/2024 | International Assets Investment Management LLC | 1,991 | $54K | 0.0% | N/A | 0.005% | |
7/29/2024 | Modera Wealth Management LLC | 64,797 | $1.77M | 0.0% | -0.8% | 0.179% | |
7/26/2024 | Atomi Financial Group Inc. | 170,139 | $4.65M | 0.3% | +30.7% | 0.470% | |
7/25/2024 | TNF LLC | 7,729 | $205K | 0.1% | -5.3% | 0.021% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,649 | $236K | 0.0% | -12.2% | 0.024% | |
7/20/2024 | Continuum Advisory LLC | 1,005 | $27K | 0.0% | -68.0% | 0.003% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 216,103 | $5.90M | 0.0% | +3.3% | 0.592% | |
7/19/2024 | World Equity Group Inc. | 25,475 | $696K | 0.2% | +1.6% | 0.070% | |
7/18/2024 | Brookstone Capital Management | 21,955 | $598K | 0.0% | -10.8% | 0.060% | |
7/18/2024 | Evolution Wealth Advisors LLC | 234,731 | $6.41M | 1.2% | +3.8% | 0.643% | |
7/16/2024 | Hubbell Strickland Wealth Management LLC | 17,113 | $467K | 0.2% | -7.3% | 0.047% | |
7/16/2024 | EWG Elevate Inc. | 21,221 | $580K | 0.2% | +3.4% | 0.058% | |
7/16/2024 | Alhambra Investment Management LLC | 41,794 | $1.14M | 0.6% | N/A | 0.115% | |
7/12/2024 | Cliftonlarsonallen Wealth Advisors LLC | 15,066 | $411K | 0.0% | -37.1% | 0.041% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 8,475 | $231K | 0.0% | -10.6% | 0.023% | |
7/10/2024 | CWM LLC | 25,572 | $698K | 0.0% | +102.1% | 0.070% | |
7/9/2024 | Northwest Capital Management Inc | 3,528 | $96K | 0.0% | -69.4% | 0.010% | |
5/17/2024 | Hancock Whitney Corp | 64,738 | $1.75M | 0.1% | +15.4% | 0.245% | |
5/16/2024 | BROOKFIELD Corp ON | 114,860 | $3.10M | 0.0% | +5.0% | 0.435% | |
5/15/2024 | Fairview Capital Investment Management LLC | 165,655 | $4.47M | 0.3% | -0.8% | 0.627% | |
5/14/2024 | Northwest Wealth Management LLC | 8,518 | $230K | 0.1% | -19.5% | 0.032% | |
5/14/2024 | Crewe Advisors LLC | 1,147 | $31K | 0.0% | -30.4% | 0.004% | |
5/14/2024 | InterOcean Capital Group LLC | 27,099 | $732K | 0.0% | +135.5% | 0.103% | |
5/9/2024 | Kingsview Wealth Management LLC | 19,693 | $532K | 0.0% | -1.9% | 0.075% | |
5/9/2024 | SageView Advisory Group LLC | 26,107 | $705K | 0.0% | N/A | 0.099% | |
5/8/2024 | Avantax Advisory Services Inc. | 22,381 | $604K | 0.0% | -57.8% | 0.079% | |
5/7/2024 | Anchor Capital Advisors LLC | 54,233 | $1.46M | 0.0% | +32.9% | 0.192% | |
5/7/2024 | Atomi Financial Group Inc. | 130,217 | $3.52M | 0.3% | +66.6% | 0.460% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 41,465 | $1.12M | 0.0% | +9.9% | 0.147% | |
5/3/2024 | United Community Bank | 49,051 | $1.32M | 0.5% | +1.7% | 0.197% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 23,946 | $647K | 0.0% | -15.4% | 0.096% | |
5/2/2024 | Choreo LLC | 11,722 | $316K | 0.0% | -9.7% | 0.047% | |
5/1/2024 | Janney Montgomery Scott LLC | 34,532 | $932K | 0.0% | -2.7% | 0.139% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 18,130 | $490K | 0.0% | N/A | 0.073% | |
4/30/2024 | Hartline Investment Corp | 9,850 | $266K | 0.0% | N/A | 0.040% | |
4/30/2024 | Commonwealth Equity Services LLC | 50,737 | $1.37M | 0.0% | -16.4% | 0.204% | |
4/25/2024 | TNF LLC | 8,161 | $226K | 0.1% | -23.6% | 0.033% | |
4/25/2024 | Triumph Capital Management | 21,679 | $589K | 0.2% | +1.9% | 0.087% | |
4/24/2024 | Patton Albertson Miller Group LLC | 14,492 | $391K | 0.1% | -66.4% | 0.061% | |
4/22/2024 | Raymond James & Associates | 194,928 | $5.26M | 0.0% | +7.8% | 0.816% | |
4/19/2024 | Evolution Wealth Advisors LLC | 226,206 | $6.11M | 1.2% | -15.0% | 0.935% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 209,213 | $5.65M | 0.0% | -0.8% | 0.865% | |
4/18/2024 | Hubbell Strickland Wealth Management LLC | 18,463 | $498K | 0.3% | -5.4% | 0.076% | |
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4/18/2024 | Pettinga Financial Advisors LLC | 39,643 | $1.07M | 0.3% | +9.0% | 0.164% | |
4/15/2024 | Brookstone Capital Management | 24,607 | $664K | 0.0% | -54.1% | 0.102% | |
4/12/2024 | Axiom Advisory LLC | 75,301 | $2.03M | 1.5% | +7.2% | 0.314% | |
4/10/2024 | EWG Elevate Inc. | 20,530 | $554K | 0.2% | +10.2% | 0.086% | |
3/26/2024 | Napatree Capital LLC | 8,604 | $216K | 0.2% | N/A | 0.035% | |
3/5/2024 | Twin Focus Capital Partners LLC | 73,100 | $1.83M | 0.2% | +131.3% | 0.296% | |
2/22/2024 | Scarborough Advisors LLC | 6,585 | $165K | 0.0% | N/A | 0.027% | |
2/14/2024 | Northwest Wealth Management LLC | 10,575 | $265K | 0.1% | +4.1% | 0.043% | |
2/13/2024 | Fairview Capital Investment Management LLC | 167,055 | $4.19M | 0.2% | +5.2% | 0.676% | |
2/13/2024 | United Community Bank | 48,221 | $1.21M | 0.5% | -10.8% | 0.195% | |