11/1/2024 | Atria Investments Inc | 10,147 | $309K | 0.0% | -31.1% | 0.016% | |
11/1/2024 | Source Financial Advisors LLC | 6,672 | $203K | 0.1% | N/A | 0.010% | |
11/1/2024 | Leavell Investment Management Inc. | 74,357 | $2.26M | 0.1% | +31.2% | 0.115% | |
10/31/2024 | Confluence Investment Management LLC | 299,521 | $9.11M | 0.1% | +4.6% | 0.462% | |
10/31/2024 | Principal Financial Group Inc. | 346,156 | $10.53M | 0.0% | +386.3% | 0.534% | |
10/29/2024 | Innealta Capital LLC | 332,141 | $10.10M | 4.1% | -5.7% | 0.513% | |
|
10/29/2024 | Opes Wealth Management LLC | 161,234 | $4.91M | 0.9% | +3.6% | 0.249% | |
10/29/2024 | Janney Montgomery Scott LLC | 79,728 | $2.43M | 0.0% | -2.4% | 0.123% | |
10/29/2024 | Farther Finance Advisors LLC | 8,805 | $268K | 0.0% | -38.9% | 0.014% | |
10/25/2024 | Abich Financial Wealth Management LLC | 46,930 | $1.43M | 3.2% | -68.8% | 0.072% | |
10/24/2024 | Strategic Investment Management LLC | 228,550 | $6.95M | 7.4% | +300.0% | 0.353% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 18,236 | $555K | 0.0% | N/A | 0.028% | |
10/23/2024 | Impact Partnership Wealth LLC | 292,270 | $8.89M | 2.0% | +19.9% | 0.451% | |
10/23/2024 | Alaska Permanent Fund Corp | 580,000 | $17.64M | 0.3% | +13.3% | 0.895% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 513,239 | $15.61M | 0.7% | +2.0% | 0.792% | |
10/22/2024 | Eagle Bay Advisors LLC | 2,480 | $75K | 0.0% | +90.8% | 0.004% | |
10/22/2024 | Private Advisor Group LLC | 8,989 | $273K | 0.0% | -4.4% | 0.014% | |
10/18/2024 | Raymond James & Associates | 241,485 | $7.35M | 0.0% | -1.7% | 0.373% | |
10/16/2024 | Global Retirement Partners LLC | 12,401 | $377K | 0.0% | -12.0% | 0.019% | |
10/16/2024 | Vontobel Holding Ltd. | 187,180 | $5.69M | 0.0% | +125.0% | 0.289% | |
10/16/2024 | Proquility Private Wealth Partners LLC | 177,925 | $5.41M | 1.7% | +0.4% | 0.275% | |
10/10/2024 | Koshinski Asset Management Inc. | 7,629 | $232K | 0.0% | -5.9% | 0.012% | |
10/10/2024 | Paragon Capital Management Ltd | 79,180 | $2.41M | 0.5% | +5.8% | 0.122% | |
8/28/2024 | RiverFront Investment Group LLC | 485,787 | $13.97M | 0.4% | +8.7% | 0.750% | |
8/22/2024 | Cetera Investment Advisers | 40,408 | $1.16M | 0.0% | +271.4% | 0.062% | |
8/21/2024 | Truist Financial Corp | 19,878 | $572K | 0.0% | +2.1% | 0.031% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,362 | $68K | 0.0% | +38.5% | 0.004% | |
8/16/2024 | NewEdge Advisors LLC | 189,117 | $5.44M | 0.0% | +30.0% | 0.292% | |
8/15/2024 | Main Management ETF Advisors LLC | 624,995 | $17.98M | 0.9% | +1.9% | 0.964% | |
8/15/2024 | Liquid Strategies LLC | 246,022 | $7.08M | 1.9% | -5.2% | 0.380% | |
8/15/2024 | The Manufacturers Life Insurance Company | 1,490,635 | $42.53M | 0.0% | +3.1% | 2.300% | |
8/15/2024 | Abich Financial Wealth Management LLC | 150,345 | $4.32M | 2.9% | -22.7% | 0.232% | |
8/14/2024 | Bank of Montreal Can | 231,650 | $6.66M | 0.0% | +8.4% | 0.357% | |
8/14/2024 | EverSource Wealth Advisors LLC | 16,664 | $500K | 0.0% | +5.2% | 0.026% | |
8/13/2024 | Thrivent Financial for Lutherans | 820,309 | $23.59M | 0.0% | N/A | 1.266% | |
8/13/2024 | Benjamin Edwards Inc. | 33,129 | $953K | 0.2% | +365.8% | 0.051% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 605,192 | $17.41M | 0.3% | +186.0% | 0.934% | |
8/12/2024 | Mittelman Wealth Management | 106,771 | $3.07M | 2.0% | +4.2% | 0.165% | |
8/10/2024 | Perennial Investment Advisors LLC | 21,677 | $623K | 0.1% | -1.9% | 0.033% | |
8/9/2024 | Arvest Trust Co. N A | 522,799 | $15.04M | 0.9% | +0.5% | 0.807% | |
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8/9/2024 | Total Clarity Wealth Management Inc. | 11,678 | $336K | 0.1% | -13.0% | 0.018% | |
8/8/2024 | Envestnet Asset Management Inc. | 672,744 | $19.35M | 0.0% | +3.8% | 1.038% | |
8/8/2024 | WESCAP Management Group Inc. | 7,384 | $212K | 0.1% | -10.1% | 0.011% | |
8/8/2024 | Altman Advisors Inc. | 51,046 | $1.47M | 0.8% | N/A | 0.079% | |
8/7/2024 | AGF Management Ltd. | 399,340 | $11.49M | 0.1% | -5.5% | 0.616% | |
8/7/2024 | Connable Office Inc. | 255,289 | $7.34M | 0.8% | +2.2% | 0.394% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 9,592 | $276K | 0.0% | -15.0% | 0.015% | |
8/6/2024 | Opes Wealth Management LLC | 155,605 | $4.48M | 0.9% | +21.9% | 0.240% | |
8/3/2024 | National Bank of Canada FI | 348,572 | $9.95M | 0.0% | -16.7% | 0.538% | |
8/3/2024 | Impact Partnership Wealth LLC | 243,799 | $7.01M | 1.8% | +25.3% | 0.376% | |
8/2/2024 | Belpointe Asset Management LLC | 77,501 | $2.23M | 0.2% | +71.8% | 0.120% | |
8/2/2024 | Pacific Financial Group Inc. | 44,929 | $1.29M | 0.9% | -11.8% | 0.069% | |
7/31/2024 | Farther Finance Advisors LLC | 14,415 | $412K | 0.0% | N/A | 0.022% | |
7/30/2024 | Rainwater Charitable Foundation | 328,743 | $9.46M | 4.7% | N/A | 0.507% | |
7/30/2024 | Atlas Capital Advisors LLC | 90,641 | $2.61M | 0.3% | +30.4% | 0.140% | |
7/29/2024 | Principal Financial Group Inc. | 71,182 | $2.05M | 0.0% | N/A | 0.110% | |
7/29/2024 | Innealta Capital LLC | 352,051 | $10.13M | 3.3% | +18.2% | 0.543% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 503,184 | $14.47M | 0.7% | +0.3% | 0.777% | |
7/19/2024 | Raymond James & Associates | 245,717 | $7.07M | 0.0% | +3.6% | 0.379% | |
7/1/2024 | Confluence Investment Management LLC | 286,229 | $8.23M | 0.1% | +346.2% | 0.442% | |
6/21/2024 | Abich Financial Wealth Management LLC | 194,558 | $6.04M | 4.7% | +1.5% | 0.300% | |
6/11/2024 | EverSource Wealth Advisors LLC | 15,846 | $464K | 0.0% | +900.4% | 0.024% | |
5/17/2024 | Comerica Bank | 23,168 | $719K | 0.0% | +3.9% | 0.036% | |
5/17/2024 | Innealta Capital LLC | 297,855 | $9.24M | 3.9% | +30.1% | 0.460% | |
5/16/2024 | Janus Henderson Group PLC | 911,069 | $28.27M | 0.0% | +0.4% | 1.406% | |
5/15/2024 | Lazard Asset Management LLC | 76,716 | $2.38M | 0.0% | -2.9% | 0.118% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 7,735 | $240K | 0.0% | +11.7% | 0.012% | |
5/9/2024 | Eagle Bay Advisors LLC | 1,300 | $40K | 0.0% | N/A | 0.002% | |
5/7/2024 | Empowered Funds LLC | 597,917 | $18.55M | 0.3% | N/A | 0.923% | |
5/6/2024 | Mittelman Wealth Management | 102,431 | $3.18M | 2.2% | N/A | 0.160% | |
5/2/2024 | RiverFront Investment Group LLC | 447,006 | $13.87M | 0.4% | +28.4% | 0.696% | |
5/2/2024 | Almanack Investment Partners LLC. | 63,030 | $1.96M | 0.3% | +211.5% | 0.098% | |
5/1/2024 | Janney Montgomery Scott LLC | 94,173 | $2.92M | 0.0% | +30.5% | 0.147% | |
5/1/2024 | Source Financial Advisors LLC | 6,737 | $209K | 0.1% | -28.7% | 0.010% | |
4/30/2024 | Norden Group LLC | 68,172 | $2.12M | 0.2% | N/A | 0.106% | |
4/29/2024 | Commonwealth Equity Services LLC | 53,903 | $1.67M | 0.0% | N/A | 0.084% | |
4/29/2024 | Benjamin Edwards Inc. | 7,113 | $221K | 0.0% | +5.2% | 0.011% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 211,615 | $6.57M | 0.1% | +5.2% | 0.330% | |
4/29/2024 | Strategic Investment Management LLC | 585,790 | $17.14M | 13.1% | -63.1% | 0.912% | |
4/29/2024 | Kensington Asset Management LLC | 259,560 | $8.05M | 0.4% | +88.0% | 0.404% | |
4/24/2024 | Leavell Investment Management Inc. | 50,471 | $1.57M | 0.1% | +20.6% | 0.079% | |
4/24/2024 | Premier Path Wealth Partners LLC | 8,404 | $261K | 0.0% | -23.7% | 0.013% | |
4/23/2024 | Global Retirement Partners LLC | 12,705 | $394K | 0.0% | +29.9% | 0.020% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 338,306 | $10.50M | 0.0% | N/A | 0.527% | |
4/22/2024 | Raymond James & Associates | 237,176 | $7.36M | 0.0% | +13.8% | 0.369% | |
4/19/2024 | Norden Group LLC | 68,172 | $2.12M | 0.0% | N/A | 0.120% | |
4/19/2024 | Arvest Investments Inc. | 216,621 | $6.72M | 1.1% | -2.6% | 0.380% | |
4/18/2024 | Saxon Interests Inc. | 9,156 | $284K | 0.1% | N/A | 0.016% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 38,600 | $1.20M | 0.0% | N/A | 0.060% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 501,492 | $15.56M | 0.8% | N/A | 0.880% | |
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4/15/2024 | Atlas Capital Advisors LLC | 69,521 | $2.16M | 0.3% | +83.0% | 0.122% | |
4/11/2024 | Paragon Capital Management Ltd | 75,696 | $2.35M | 0.4% | +3.6% | 0.133% | |
4/1/2024 | Confluence Investment Management LLC | 64,144 | $1.99M | 0.0% | N/A | 0.113% | |
2/29/2024 | Tortoise Investment Management LLC | 2,200 | $62K | 0.0% | N/A | 0.004% | |
2/15/2024 | OLD Mission Capital LLC | 397,571 | $11.13M | 0.2% | +230.9% | 0.697% | |
2/14/2024 | Pacific Financial Group Inc. | 53,265 | $1.49M | 1.1% | -74.9% | 0.093% | |
2/14/2024 | Vontobel Asset Management Inc. | 91,300 | $2.55M | 0.0% | +12.3% | 0.160% | |
2/13/2024 | Belpointe Asset Management LLC | 18,004 | $504K | 0.0% | -9.6% | 0.032% | |
2/12/2024 | Madison Asset Management LLC | 584,261 | $16.35M | 0.2% | -0.1% | 1.025% | |
2/12/2024 | Stifel Financial Corp | 224,691 | $6.29M | 0.0% | -74.4% | 0.394% | |