11/18/2024 | Virtue Capital Management LLC | 56,487 | $11.71M | 2.3% | +15.7% | 1.148% | |
11/15/2024 | MidWestOne Financial Group Inc. | 3,600 | $746K | 0.1% | +30.6% | 0.073% | |
11/15/2024 | Valued Retirements Inc. | 1,371 | $284K | 0.4% | N/A | 0.028% | |
11/15/2024 | MML Investors Services LLC | 6,607 | $1.37M | 0.0% | +142.3% | 0.134% | |
11/15/2024 | Jane Street Group LLC | 3,585 | $743K | 0.0% | -23.7% | 0.073% | |
11/15/2024 | Stifel Financial Corp | 9,040 | $1.87M | 0.0% | +92.8% | 0.184% | |
|
11/15/2024 | HighTower Advisors LLC | 34,188 | $7.08M | 0.0% | -0.3% | 0.695% | |
11/14/2024 | Captrust Financial Advisors | 2,338 | $485K | 0.0% | +10.1% | 0.048% | |
11/14/2024 | Rockefeller Capital Management L.P. | 38,613 | $8.00M | 0.0% | -1.6% | 0.785% | |
11/14/2024 | CreativeOne Wealth LLC | 1,006 | $209K | 0.0% | N/A | 0.020% | |
11/13/2024 | Freedom Investment Management Inc. | 3,389 | $702K | 0.1% | -7.3% | 0.069% | |
11/13/2024 | FMR LLC | 1,212 | $251K | 0.0% | +205.3% | 0.025% | |
11/8/2024 | Commerce Bank | 7,204 | $1.49M | 0.0% | -8.8% | 0.146% | |
11/7/2024 | Pathstone Holdings LLC | 169,084 | $35.04M | 0.2% | +0.9% | 3.437% | |
11/6/2024 | LJI Wealth Management LLC | 61,719 | $12.79M | 2.6% | +3.7% | 1.254% | |
11/6/2024 | Huntington National Bank | 133 | $28K | 0.0% | -28.9% | 0.003% | |
11/6/2024 | Oppenheimer & Co. Inc. | 3,581 | $742K | 0.0% | +2.7% | 0.073% | |
11/6/2024 | Oppenheimer Asset Management Inc. | 6,825 | $1.41M | 0.0% | -9.1% | 0.139% | |
11/4/2024 | 1900 Wealth Management LLC | 4,302 | $848K | 0.1% | +17.2% | 0.087% | |
11/4/2024 | Sigma Planning Corp | 1,013 | $210K | 0.0% | N/A | 0.021% | |
11/1/2024 | Assetmark Inc. | 124,659 | $25.84M | 0.1% | 0.0% | 2.534% | |
10/31/2024 | Concurrent Investment Advisors LLC | 11,361 | $2.35M | 0.1% | +90.8% | 0.231% | |
10/30/2024 | First Citizens Asset Management Inc. | 2,538 | $526K | 0.2% | -6.0% | 0.052% | |
10/29/2024 | Centennial Bank AR | 558 | $116K | 0.1% | N/A | 0.011% | |
10/29/2024 | Janney Montgomery Scott LLC | 6,653 | $1.38M | 0.0% | +5.1% | 0.135% | |
10/29/2024 | Chicago Partners Investment Group LLC | 2,978 | $614K | 0.0% | +1.7% | 0.061% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 7,893 | $1.64M | 0.1% | -4.5% | 0.160% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 139 | $29K | 0.0% | -40.6% | 0.003% | |
10/28/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 11,305 | $2.34M | 0.1% | -9.2% | 0.230% | |
10/24/2024 | IVC Wealth Advisors LLC | 14,404 | $2.99M | 1.6% | +5.0% | 0.293% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 1,983 | $411K | 0.0% | +19.0% | 0.040% | |
10/23/2024 | Allworth Financial LP | 584 | $121K | 0.0% | -9.3% | 0.012% | |
10/23/2024 | Grey Fox Wealth Advisors LLC | 5,703 | $1.18M | 0.3% | +49.3% | 0.116% | |
10/22/2024 | Sterling Financial Group Inc. | 1,025 | $212K | 0.1% | N/A | 0.021% | |
10/22/2024 | Waldron Private Wealth LLC | 2,787 | $578K | 0.0% | -4.4% | 0.057% | |
10/19/2024 | Compass Ion Advisors LLC | 1,281 | $265K | 0.0% | -28.4% | 0.026% | |
10/18/2024 | WestHill Financial Advisors Inc. | 39,482 | $8.18M | 1.8% | +2.0% | 0.802% | |
10/18/2024 | Raymond James & Associates | 13,742 | $2.85M | 0.0% | +3.9% | 0.279% | |
10/16/2024 | Riversedge Advisors LLC | 25,421 | $5.27M | 1.2% | -0.8% | 0.517% | |
10/11/2024 | Creative Planning | 8,515 | $1.77M | 0.0% | +6.2% | 0.173% | |
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10/11/2024 | High Net Worth Advisory Group LLC | 1,000 | $207K | 0.1% | N/A | 0.020% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 1,610 | $334K | 0.0% | N/A | 0.033% | |
10/8/2024 | CWM LLC | 16,800 | $3.48M | 0.0% | +4.6% | 0.341% | |
10/8/2024 | Mather Group LLC. | 3,960 | $821K | 0.0% | -13.7% | 0.080% | |
8/22/2024 | Cetera Investment Advisers | 135,709 | $25.93M | 0.1% | +4.4% | 2.887% | |
8/21/2024 | Truist Financial Corp | 15,285 | $2.92M | 0.0% | +5.3% | 0.325% | |
8/16/2024 | Creative Planning | 8,019 | $1.53M | 0.0% | -3.6% | 0.171% | |
8/16/2024 | Susquehanna International Group LLP | 17,138 | $3.27M | 0.0% | +60.9% | 0.365% | |
8/16/2024 | MidWestOne Financial Group Inc. | 2,757 | $527K | 0.1% | +8.1% | 0.059% | |
8/13/2024 | Westwood Holdings Group Inc. | 359,721 | $68.73M | 0.3% | +2.6% | 7.654% | |
8/12/2024 | LJI Wealth Management LLC | 59,489 | $11.37M | 2.5% | N/A | 1.266% | |
8/12/2024 | Carolinas Wealth Consulting LLC | 3,543 | $678K | 0.1% | -6.4% | 0.075% | |
8/9/2024 | Tennessee Valley Asset Management Partners | 3,274 | $625K | 0.1% | N/A | 0.070% | |
8/8/2024 | American Financial & Tax Strategies Inc. | 4,602 | $879K | 0.5% | -1.2% | 0.098% | |
8/8/2024 | Envestnet Asset Management Inc. | 36,668 | $7.01M | 0.0% | -4.2% | 0.780% | |
8/8/2024 | Oppenheimer Asset Management Inc. | 7,505 | $1.43M | 0.0% | +10.4% | 0.160% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 290 | $55K | 0.0% | N/A | 0.006% | |
8/6/2024 | Savant Capital LLC | 12,051 | $2.30M | 0.0% | -1.9% | 0.256% | |
8/5/2024 | Parkside Financial Bank & Trust | 5,488 | $1.05M | 0.2% | +24.4% | 0.117% | |
8/2/2024 | Allegheny Financial Group LTD | 15,081 | $2.88M | 0.8% | +24.9% | 0.321% | |
8/1/2024 | Chilton Capital Management LLC | 137 | $26K | 0.0% | N/A | 0.003% | |
8/1/2024 | Waldron Private Wealth LLC | 2,915 | $558K | 0.0% | -12.1% | 0.062% | |
7/31/2024 | Commonwealth Equity Services LLC | 11,339 | $2.17M | 0.0% | +4.4% | 0.241% | |
7/31/2024 | Concurrent Investment Advisors LLC | 5,954 | $1.14M | 0.0% | -7.3% | 0.127% | |
7/30/2024 | Wolf Group Capital Advisors | 4,277 | $817K | 0.3% | -8.1% | 0.091% | |
7/29/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 12,450 | $2.38M | 0.1% | -8.5% | 0.265% | |
7/27/2024 | Riversedge Advisors LLC | 25,622 | $4.90M | 1.2% | -4.9% | 0.545% | |
7/26/2024 | 1900 Wealth Management LLC | 3,671 | $701K | 0.1% | -14.7% | 0.078% | |
7/26/2024 | Bank of New York Mellon Corp | 1,498 | $286K | 0.0% | +4.0% | 0.032% | |
7/25/2024 | Institute for Wealth Management LLC. | 1,388 | $265K | 0.0% | N/A | 0.030% | |
7/19/2024 | Raymond James & Associates | 13,221 | $2.53M | 0.0% | +4.0% | 0.281% | |
7/17/2024 | AdvisorNet Financial Inc | 10,909 | $2.08M | 0.2% | +16.4% | 0.232% | |
7/16/2024 | ORG Partners LLC | 819 | $156K | 0.0% | N/A | 0.017% | |
7/15/2024 | Fifth Third Securities Inc. | 15,475 | $2.96M | 0.3% | -2.1% | 0.329% | |
7/10/2024 | CWM LLC | 16,066 | $3.07M | 0.0% | +8.1% | 0.342% | |
7/9/2024 | Mather Group LLC. | 4,586 | $904K | 0.0% | +6.0% | 0.098% | |
5/24/2024 | Cetera Advisors LLC | 117,459 | $23.15M | 0.2% | +4,461.5% | 2.473% | |
5/24/2024 | Cetera Investment Advisers | 130,023 | $25.63M | 0.1% | +15.8% | 2.737% | |
5/17/2024 | First Citizens Asset Management Inc. | 2,720 | $536K | 0.2% | -4.6% | 0.057% | |
5/17/2024 | Comerica Bank | 3,871 | $763K | 0.0% | -22.0% | 0.081% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 54,522 | $10.75M | 0.1% | -0.7% | 1.148% | |
5/14/2024 | Westwood Holdings Group Inc. | 350,763 | $69.14M | 0.5% | +3.6% | 7.384% | |
5/14/2024 | CreativeOne Wealth LLC | 1,102 | $217K | 0.0% | N/A | 0.023% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 2,324 | $458K | 0.0% | +10.7% | 0.049% | |
5/10/2024 | Osaic Holdings Inc. | 49,387 | $9.74M | 0.0% | -12.6% | 1.040% | |
5/9/2024 | SageView Advisory Group LLC | 6,547 | $1.29M | 0.1% | N/A | 0.138% | |
5/8/2024 | Roffman Miller Associates Inc. PA | 2,141 | $422K | 0.0% | -3.8% | 0.045% | |
5/7/2024 | Concurrent Investment Advisors LLC | 6,424 | $1.27M | 0.1% | N/A | 0.135% | |
5/7/2024 | Allegheny Financial Group LTD | 12,074 | $2.38M | 0.7% | -22.5% | 0.254% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 6,798 | $1.34M | 0.0% | -7.2% | 0.143% | |
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5/7/2024 | Oppenheimer & Co. Inc. | 3,324 | $655K | 0.0% | +2.0% | 0.070% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,731 | $538K | 0.0% | -4.2% | 0.057% | |
5/3/2024 | Embree Financial Group | 1,538 | $303K | 0.1% | N/A | 0.032% | |
5/1/2024 | Janney Montgomery Scott LLC | 6,330 | $1.25M | 0.0% | -3.9% | 0.133% | |
4/30/2024 | Vance Wealth Inc. | 2,092 | $412K | 0.2% | -5.3% | 0.044% | |
4/30/2024 | Perigon Wealth Management LLC | 1,143 | $225K | 0.0% | N/A | 0.024% | |
4/29/2024 | Commonwealth Equity Services LLC | 10,861 | $2.14M | 0.0% | +2.8% | 0.229% | |
4/29/2024 | RWA Wealth Partners LLC | 13,440 | $2.65M | 0.0% | -1.0% | 0.283% | |
4/26/2024 | Crestone Asset Management LLC | 170,106 | $33.53M | 6.7% | +2.9% | 3.581% | |
4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 13,600 | $2.68M | 0.2% | -10.9% | 0.286% | |