1/17/2025 | Secure Asset Management LLC | 4,503 | $264K | 0.0% | N/A | 0.005% | |
1/17/2025 | D.B. Root & Company LLC | 13,457 | $788K | 0.3% | -4.7% | 0.015% | |
1/17/2025 | Mutual Advisors LLC | 13,339 | $807K | 0.0% | -7.8% | 0.015% | |
1/17/2025 | Wesbanco Bank Inc. | 3,760 | $220K | 0.0% | N/A | 0.004% | |
1/17/2025 | Janney Montgomery Scott LLC | 20,670 | $1.21M | 0.0% | +2.4% | 0.023% | |
1/17/2025 | Paradiem LLC | 280,593 | $16.44M | 4.4% | +0.3% | 0.318% | |
1/17/2025 | Albion Financial Group UT | 113,917 | $6.67M | 0.5% | -1.0% | 0.129% | |
1/17/2025 | Monterey Private Wealth Inc. | 3,755 | $220K | 0.1% | N/A | 0.004% | |
1/17/2025 | Segment Wealth Management LLC | 50,368 | $2.95M | 0.2% | +15.8% | 0.057% | |
1/16/2025 | Thrive Wealth Management LLC | 5,347 | $313K | 0.1% | N/A | 0.006% | |
|
1/15/2025 | Arkadios Wealth Advisors | 30,678 | $1.80M | 0.1% | +1.5% | 0.035% | |
1/15/2025 | RDA Financial Network | 6,697 | $392K | 0.1% | -10.1% | 0.008% | |
1/15/2025 | Sanders Morris Harris LLC | 205,797 | $11.92M | 1.8% | -1.1% | 0.233% | |
1/14/2025 | RMR Wealth Builders | 14,140 | $828K | 0.1% | +6.3% | 0.016% | |
1/14/2025 | Armstrong Advisory Group Inc. | 3,863 | $226K | 0.0% | -18.2% | 0.004% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 600 | $35K | 0.0% | -62.6% | 0.001% | |
1/14/2025 | Park Avenue Securities LLC | 3,790 | $222K | 0.0% | N/A | 0.004% | |
1/14/2025 | Accurate Wealth Management LLC | 15,457 | $892K | 0.2% | -13.1% | 0.018% | |
1/13/2025 | AdvisorNet Financial Inc | 1,229 | $72K | 0.0% | +145.8% | 0.001% | |
1/13/2025 | Capital Investment Advisors LLC | 50,107 | $2.94M | 0.1% | -4.8% | 0.057% | |
1/13/2025 | Brookstone Capital Management | 3,866 | $226K | 0.0% | N/A | 0.004% | |
1/10/2025 | RMR Wealth Builders | 14,140 | $828K | 0.1% | +6.3% | 0.016% | |
1/8/2025 | Innova Wealth Partners | 8,485 | $497K | 0.3% | N/A | 0.010% | |
12/26/2024 | JPMorgan Chase & Co. | 101,549 | $5.09M | 0.0% | -22.7% | 0.115% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 33,852 | $1.70M | 0.0% | -38.4% | 0.038% | |
11/27/2024 | Franklin Resources Inc. | 217,461 | $11.12M | 0.0% | +19.3% | 0.247% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,000 | $50K | 0.0% | N/A | 0.001% | |
11/25/2024 | Sanctuary Advisors LLC | 15,650 | $845K | 0.0% | +9.5% | 0.018% | |
11/18/2024 | Arete Wealth Advisors LLC | 14,093 | $707K | 0.1% | -12.3% | 0.016% | |
11/18/2024 | Sunbelt Securities Inc. | 3,509 | $176K | 0.0% | +7.0% | 0.004% | |
11/18/2024 | Coldstream Capital Management Inc. | 41,388 | $2.08M | 0.0% | +4.6% | 0.047% | |
11/15/2024 | Barclays PLC | 72,265 | $3.62M | 0.0% | +75.6% | 0.082% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 2,508 | $126K | 0.0% | +149.1% | 0.003% | |
11/15/2024 | MML Investors Services LLC | 16,743 | $840K | 0.0% | +1.9% | 0.019% | |
11/15/2024 | Stifel Financial Corp | 10,871 | $545K | 0.0% | +6.2% | 0.012% | |
11/15/2024 | IHT Wealth Management LLC | 63,628 | $3.19M | 0.1% | +0.3% | 0.072% | |
11/15/2024 | Integrated Wealth Concepts LLC | 97,314 | $4.88M | 0.1% | +1.7% | 0.110% | |
11/15/2024 | HighTower Advisors LLC | 95,884 | $4.81M | 0.0% | +0.8% | 0.109% | |
11/15/2024 | Benjamin Edwards Inc. | 141,165 | $7.08M | 0.1% | +971.3% | 0.160% | |
11/15/2024 | Atom Investors LP | 44,532 | $2.23M | 0.2% | N/A | 0.051% | |
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11/15/2024 | Erste Asset Management GmbH | 2,943 | $148K | 0.0% | N/A | 0.003% | |
11/14/2024 | Tradition Wealth Management LLC | 12,010 | $602K | 0.1% | +2.5% | 0.014% | |
11/14/2024 | Widmann Financial Services Inc. | 22,990 | $1.15M | 0.9% | +0.9% | 0.026% | |
11/14/2024 | Verition Fund Management LLC | 11,197 | $561K | 0.0% | +8.0% | 0.013% | |
11/14/2024 | Captrust Financial Advisors | 14,609 | $732K | 0.0% | +64.7% | 0.017% | |
11/14/2024 | FORA Capital LLC | 8,576 | $430K | 0.1% | N/A | 0.010% | |
11/13/2024 | BNP Paribas Financial Markets | 27,727 | $1.39M | 0.0% | +365.1% | 0.031% | |
11/13/2024 | Quantbot Technologies LP | 20,746 | $1.04M | 0.0% | N/A | 0.024% | |
11/13/2024 | The Manufacturers Life Insurance Company | 20,516 | $1.03M | 0.0% | N/A | 0.023% | |
11/13/2024 | Truvestments Capital LLC | 772 | $39K | 0.0% | N/A | 0.001% | |
11/12/2024 | Cahill Financial Advisors Inc. | 13,866 | $695K | 0.1% | -8.4% | 0.016% | |
11/12/2024 | Centaurus Financial Inc. | 14,742 | $739K | 0.0% | +6.4% | 0.017% | |
11/12/2024 | Larson Financial Group LLC | 44,968 | $2.26M | 0.1% | +4.5% | 0.052% | |
11/12/2024 | MGB Wealth Management LLC | 42,859 | $2.15M | 0.8% | +2.8% | 0.049% | |
11/12/2024 | Cerity Partners LLC | 58,562 | $2.94M | 0.0% | -9.8% | 0.067% | |
11/12/2024 | Meridian Wealth Management LLC | 108,747 | $5.45M | 0.3% | -2.9% | 0.125% | |
11/12/2024 | Icon Wealth Advisors LLC | 2,113 | $106K | 0.0% | -76.8% | 0.002% | |
11/8/2024 | SMH Capital Advisors Inc. | 19,039 | $955K | 2.9% | -4.4% | 0.022% | |
11/8/2024 | Advisors Asset Management Inc. | 60,548 | $3.04M | 0.1% | +42.9% | 0.070% | |
11/8/2024 | Prospera Private Wealth LLC | 1,000 | $50K | 0.0% | N/A | 0.001% | |
11/8/2024 | Prospera Financial Services Inc | 46,873 | $2.35M | 0.1% | +1.4% | 0.054% | |
11/7/2024 | Vertex Planning Partners LLC | 5,200 | $261K | 0.1% | N/A | 0.006% | |
11/7/2024 | CAP Partners LLC | 4,290 | $215K | 0.2% | +6.4% | 0.005% | |
11/7/2024 | Quest Partners LLC | 11,340 | $569K | 0.1% | -57.3% | 0.013% | |
11/7/2024 | MAI Capital Management | 15,136 | $759K | 0.0% | +2.7% | 0.017% | |
11/6/2024 | Muzinich & Co. Inc. | 212,384 | $10.65M | 7.5% | +9.3% | 0.244% | |
11/6/2024 | Dearborn Partners LLC | 35,267 | $1.77M | 0.1% | +3.0% | 0.041% | |
11/6/2024 | Balboa Wealth Partners | 10,697 | $536K | 0.1% | +4.9% | 0.012% | |
11/6/2024 | Hourglass Capital LLC | 121,616 | $6.10M | 1.7% | -1.1% | 0.140% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 209,924 | $10.53M | 0.0% | +9.4% | 0.241% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 9,172 | $460K | 0.0% | +5.8% | 0.011% | |
11/4/2024 | Baker Avenue Asset Management LP | 57,995 | $2.91M | 0.1% | +4.1% | 0.067% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 69,067 | $3.46M | 0.6% | +93.9% | 0.079% | |
11/4/2024 | Sigma Planning Corp | 40,364 | $2.02M | 0.1% | +6.9% | 0.046% | |
11/1/2024 | TCTC Holdings LLC | 116,191 | $5.83M | 0.2% | +2.0% | 0.133% | |
11/1/2024 | Verity Asset Management Inc. | 4,427 | $222K | 0.1% | -13.5% | 0.005% | |
10/31/2024 | Trinity Legacy Partners LLC | 204,891 | $10.48M | 2.4% | +11.6% | 0.235% | |
10/31/2024 | Confluence Investment Management LLC | 130,879 | $6.56M | 0.1% | +0.4% | 0.150% | |
10/31/2024 | D.B. Root & Company LLC | 14,119 | $708K | 0.2% | -21.9% | 0.016% | |
10/31/2024 | Concurrent Investment Advisors LLC | 18,644 | $935K | 0.0% | +7.8% | 0.022% | |
10/30/2024 | Callahan Advisors LLC | 16,134 | $809K | 0.1% | +4.6% | 0.019% | |
10/30/2024 | Financial Security Advisor Inc. | 11,869 | $595K | 0.1% | +4.6% | 0.014% | |
10/30/2024 | United Advisor Group LLC | 7,653 | $384K | 0.1% | -8.7% | 0.009% | |
10/29/2024 | Van ECK Associates Corp | 1,195,476 | $61.76M | 0.1% | +3.9% | 1.395% | |
10/29/2024 | Janney Montgomery Scott LLC | 20,176 | $1.01M | 0.0% | +188.3% | 0.024% | |
10/29/2024 | Pembroke Management LTD | 76,928 | $3.86M | 0.5% | +0.6% | 0.090% | |
10/29/2024 | Farther Finance Advisors LLC | 2,943 | $148K | 0.0% | +1,641.4% | 0.003% | |
10/28/2024 | Americana Partners LLC | 74,479 | $3.73M | 0.3% | +1.5% | 0.087% | |
10/28/2024 | Focus Financial Network Inc. | 24,262 | $1.22M | 0.0% | +6.0% | 0.028% | |
10/25/2024 | Adell Harriman & Carpenter Inc. | 419,255 | $21.02M | 1.5% | +3.5% | 0.482% | |
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10/24/2024 | J.W. Cole Advisors Inc. | 21,373 | $1.07M | 0.0% | -6.6% | 0.025% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 58,726 | $2.95M | 0.0% | +36.8% | 0.069% | |
10/24/2024 | PFG Investments LLC | 13,423 | $673K | 0.0% | +6.9% | 0.016% | |
10/24/2024 | Arkadios Wealth Advisors | 30,216 | $1.52M | 0.1% | -14.2% | 0.035% | |
10/23/2024 | Allworth Financial LP | 9,629 | $483K | 0.0% | +7.3% | 0.011% | |
10/23/2024 | Joel Isaacson & Co. LLC | 127,996 | $6.42M | 0.3% | +3,098.3% | 0.149% | |
10/23/2024 | Tectonic Advisors LLC | 167,065 | $8.38M | 0.5% | +16.3% | 0.195% | |
10/22/2024 | International Assets Investment Management LLC | 112,182 | $5.63M | 0.0% | +7,077.4% | 0.131% | |
10/22/2024 | Segment Wealth Management LLC | 43,512 | $2.18M | 0.1% | +0.7% | 0.051% | |
10/22/2024 | Private Advisor Group LLC | 134,225 | $6.73M | 0.0% | +5.3% | 0.157% | |