1/17/2025 | Janney Montgomery Scott LLC | 16,774 | $810K | 0.0% | +10.4% | 0.127% | |
1/14/2025 | San Luis Wealth Advisors LLC | 130,416 | $6.30M | 1.2% | -2.2% | 0.988% | |
1/13/2025 | Miracle Mile Advisors LLC | 85,768 | $4.14M | 0.1% | N/A | 0.650% | |
1/13/2025 | Davis Investment Partners LLC | 37,733 | $1.81M | 0.8% | +2.2% | 0.286% | |
11/15/2024 | Orion Portfolio Solutions LLC | 9,801 | $477K | 0.0% | N/A | 0.074% | |
11/15/2024 | Stifel Financial Corp | 3,633,447 | $176.77M | 0.2% | -1.3% | 27.526% | |
|
11/13/2024 | FMR LLC | 2,266 | $110K | 0.0% | +25.1% | 0.017% | |
11/12/2024 | Cerity Partners LLC | 28,883 | $1.41M | 0.0% | -3.2% | 0.219% | |
11/8/2024 | PNC Financial Services Group Inc. | 160,823 | $7.82M | 0.0% | -3.3% | 1.218% | |
11/7/2024 | Thrivent Financial for Lutherans | 18,804 | $915K | 0.0% | +8.7% | 0.142% | |
10/29/2024 | Confluence Wealth Services Inc. | 4,950 | $241K | 0.0% | -74.5% | 0.038% | |
10/29/2024 | Janney Montgomery Scott LLC | 15,189 | $739K | 0.0% | +12.8% | 0.115% | |
10/25/2024 | SFE Investment Counsel | 32,533 | $1.58M | 0.3% | -6.4% | 0.246% | |
10/24/2024 | Capital Advisors Ltd. LLC | 42,553 | $2.07M | 0.3% | -10.0% | 0.322% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,926 | $386K | 0.0% | N/A | 0.060% | |
10/22/2024 | Private Advisor Group LLC | 9,922 | $483K | 0.0% | -27.9% | 0.075% | |
10/16/2024 | Longview Financial Advisors Inc. | 47,397 | $2.31M | 2.1% | -0.8% | 0.359% | |
10/10/2024 | Fiduciary Financial Group LLC | 4,192 | $202K | 0.0% | N/A | 0.032% | |
10/9/2024 | San Luis Wealth Advisors LLC | 133,321 | $6.49M | 1.3% | +6.9% | 1.010% | |
10/7/2024 | Davis Investment Partners LLC | 36,931 | $1.79M | 0.7% | -1.6% | 0.280% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 7,800 | $348K | 0.0% | +31.7% | 0.059% | |
8/16/2024 | Creative Planning | 11,467 | $512K | 0.0% | N/A | 0.087% | |
8/16/2024 | Goodman Advisory Group LLC | 752 | $34K | 0.0% | N/A | 0.006% | |
8/13/2024 | Thrivent Financial for Lutherans | 17,306 | $773K | 0.0% | N/A | 0.131% | |
8/12/2024 | UP Strategic Wealth Investment Advisors LLC | 16,569 | $740K | 1.1% | -2.3% | 0.126% | |
8/9/2024 | Total Clarity Wealth Management Inc. | 9,015 | $403K | 0.1% | N/A | 0.068% | |
8/6/2024 | SFE Investment Counsel | 34,766 | $1.55M | 0.3% | +0.8% | 0.263% | |
8/5/2024 | Private Advisor Group LLC | 13,758 | $614K | 0.0% | -26.0% | 0.104% | |
8/1/2024 | Fielder Capital Group LLC | 13,184 | $589K | 0.2% | -1.7% | 0.100% | |
7/31/2024 | Confluence Wealth Services Inc. | 19,429 | $867K | 0.1% | +288.0% | 0.147% | |
7/31/2024 | Commonwealth Equity Services LLC | 19,977 | $892K | 0.0% | -8.6% | 0.151% | |
7/31/2024 | Rothschild Investment LLC | 11,443 | $511K | 0.0% | N/A | 0.087% | |
7/25/2024 | Capital Advisors Ltd. LLC | 47,295 | $2.11M | 0.3% | +0.9% | 0.358% | |
7/23/2024 | Geneos Wealth Management Inc. | 54,468 | $2.43M | 0.1% | +26.8% | 0.413% | |
7/19/2024 | Davis Investment Partners LLC | 37,530 | $1.72M | 0.7% | -1.6% | 0.284% | |
5/15/2024 | Wick Capital Partners LLC | 78,203 | $3.61M | 3.6% | -11.6% | 0.592% | |
5/10/2024 | Wintrust Investments LLC | 52,960 | $2.45M | 0.2% | +28.2% | 0.401% | |
5/8/2024 | Avantax Advisory Services Inc. | 18,283 | $844K | 0.0% | N/A | 0.139% | |
5/4/2024 | Geneos Wealth Management Inc. | 42,944 | $1.98M | 0.1% | +18.9% | 0.326% | |
5/1/2024 | Janney Montgomery Scott LLC | 13,083 | $604K | 0.0% | +41.9% | 0.099% | |
|
4/30/2024 | Private Advisor Group LLC | 18,599 | $859K | 0.0% | -32.0% | 0.141% | |
4/25/2024 | Fielder Capital Group LLC | 13,409 | $619K | 0.3% | -7.1% | 0.102% | |
4/23/2024 | Lunt Capital Management Inc. | 14,174 | $655K | 0.3% | -9.0% | 0.108% | |
4/22/2024 | Confluence Wealth Services Inc. | 5,007 | $231K | 0.0% | N/A | 0.038% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 4,399 | $203K | 0.0% | N/A | 0.028% | |
4/15/2024 | Davis Investment Partners LLC | 38,129 | $1.72M | 0.8% | -6.6% | 0.247% | |
3/22/2024 | PNC Financial Services Group Inc. | 210,848 | $9.30M | 0.0% | -6.4% | 1.365% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,474 | $65K | 0.0% | -84.7% | 0.010% | |
2/12/2024 | Brown Brothers Harriman & Co. | 2,500 | $110K | 0.0% | N/A | 0.016% | |
2/12/2024 | Dodds Wealth LLC | 5,093 | $225K | 0.1% | N/A | 0.033% | |
2/12/2024 | Stifel Financial Corp | 3,899,283 | $171.96M | 0.2% | -3.4% | 25.238% | |
2/9/2024 | Thoroughbred Financial Services LLC | 5,831 | $257K | 0.0% | -9.3% | 0.038% | |
2/9/2024 | UBS Group AG | 155,651 | $6.86M | 0.0% | -10.1% | 1.007% | |
2/9/2024 | PNC Financial Services Group Inc. | 210,848 | $9.30M | 0.0% | -6.4% | 1.365% | |
2/8/2024 | Empire Life Investments Inc. | 19,000 | $838K | 0.1% | -43.5% | 0.123% | |
2/6/2024 | Fielder Capital Group LLC | 14,428 | $636K | 0.4% | N/A | 0.093% | |
2/6/2024 | Private Advisor Group LLC | 27,348 | $1.21M | 0.0% | -39.5% | 0.177% | |
2/2/2024 | Gilliland Jeter Wealth Management LLC | 6,231 | $275K | 0.1% | N/A | 0.040% | |
2/2/2024 | Atria Wealth Solutions Inc. | 37,493 | $1.65M | 0.0% | +3.4% | 0.243% | |
2/2/2024 | Capital Advisors Ltd. LLC | 46,694 | $2.06M | 0.3% | +1.0% | 0.302% | |
1/31/2024 | SFE Investment Counsel | 34,944 | $1.54M | 0.4% | -5.6% | 0.226% | |
1/30/2024 | Lunt Capital Management Inc. | 15,575 | $687K | 0.4% | N/A | 0.101% | |
1/26/2024 | Geneos Wealth Management Inc. | 36,124 | $1.59M | 0.1% | +13.3% | 0.234% | |
1/24/2024 | Allworth Financial LP | 1,400 | $62K | 0.0% | N/A | 0.009% | |
1/12/2024 | Davis Investment Partners LLC | 40,827 | $1.76M | 0.9% | -5.8% | 0.264% | |
11/14/2023 | Tower Research Capital LLC TRC | 9,621 | $384K | 0.0% | +56.3% | 0.062% | |
11/13/2023 | Stifel Financial Corp | 4,034,731 | $160.91M | 0.2% | -2.0% | 26.115% | |
11/13/2023 | LPL Financial LLC | 224,523 | $8.95M | 0.0% | -0.6% | 1.453% | |
11/13/2023 | PNC Financial Services Group Inc. | 225,259 | $8.98M | 0.0% | -5.0% | 1.458% | |
11/9/2023 | Blair William & Co. IL | 982 | $39K | 0.0% | -60.5% | 0.006% | |
11/9/2023 | UBS Group AG | 173,097 | $6.90M | 0.0% | +23.4% | 1.120% | |
11/8/2023 | Aptus Capital Advisors LLC | 1,873 | $75K | 0.0% | N/A | 0.012% | |
11/8/2023 | Atria Wealth Solutions Inc. | 36,243 | $1.45M | 0.0% | +7.3% | 0.235% | |
11/3/2023 | Private Advisor Group LLC | 45,237 | $1.80M | 0.0% | -68.2% | 0.293% | |
11/1/2023 | Reliant Wealth Planning | 327,684 | $13.07M | 6.9% | N/A | 2.121% | |
10/27/2023 | Capital Advisors Ltd. LLC | 46,244 | $1.84M | 0.3% | -5.2% | 0.299% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 1,056 | $42K | 0.0% | -39.9% | 0.007% | |
10/25/2023 | SFE Investment Counsel | 37,027 | $1.48M | 0.4% | +20.1% | 0.240% | |
10/24/2023 | Raymond James & Associates | 10,545 | $421K | 0.0% | -5.9% | 0.068% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 13,938 | $556K | 0.0% | N/A | 0.090% | |
10/23/2023 | Commonwealth Equity Services LLC | 26,441 | $1.05M | 0.0% | +6.0% | 0.171% | |
10/16/2023 | Rothschild Investment LLC IL | 16,399 | $654K | 0.1% | -6.2% | 0.106% | |
10/11/2023 | Geneos Wealth Management Inc. | 31,878 | $1.27M | 0.1% | +7.1% | 0.206% | |
9/7/2023 | Strategic Financial Concepts LLC | 16,665 | $697K | 0.3% | -1.4% | 0.108% | |
8/11/2023 | Wick Capital Partners LLC | 215,804 | $9.03M | 5.3% | -5.5% | 1.397% | |
8/11/2023 | PNC Financial Services Group Inc. | 237,235 | $9.93M | 0.0% | -27.8% | 1.536% | |
8/10/2023 | Private Advisor Group LLC | 142,067 | $5.94M | 0.1% | -5.8% | 0.920% | |
8/10/2023 | Wintrust Investments LLC | 17,400 | $728K | 0.1% | +1.5% | 0.113% | |
8/10/2023 | AlphaCore Capital LLC | 14,043 | $588K | 0.1% | -26.5% | 0.091% | |
8/8/2023 | Geneos Wealth Management Inc. | 29,754 | $1.25M | 0.1% | +8.0% | 0.193% | |
|
8/7/2023 | Ulrich Consultants & Investment Group LLC | 27,190 | $1.14M | 2.7% | -19.6% | 0.189% | |
8/3/2023 | Atria Wealth Solutions Inc. | 33,771 | $1.41M | 0.0% | +21.1% | 0.235% | |
8/2/2023 | Bank of Montreal Can | 636 | $27K | 0.0% | N/A | 0.004% | |
7/31/2023 | LPL Financial LLC | 225,893 | $9.45M | 0.0% | -21.4% | 1.571% | |
7/28/2023 | First Republic Investment Management Inc. | 5,151 | $216K | 0.0% | -7.0% | 0.036% | |
7/25/2023 | Raymond James & Associates | 11,208 | $469K | 0.0% | -33.7% | 0.078% | |
7/14/2023 | Bartlett & Co. LLC | 1,000 | $42K | 0.0% | N/A | 0.007% | |
5/12/2023 | Stifel Financial Corp | 4,200,332 | $172.59M | 0.2% | +0.3% | 27.946% | |
5/12/2023 | AlphaCore Capital LLC | 19,097 | $785K | 0.2% | -8.9% | 0.127% | |
5/11/2023 | Shepherd Kaplan Krochuk LLC | 7,944 | $326K | 0.3% | -16.6% | 0.053% | |