2/3/2023 | Dubuque Bank & Trust Co. | 92,130 | $2.06M | 0.3% | +159.2% | 0.058% |  |
2/2/2023 | Tranquility Partners LLC | 371,520 | $8.30M | 4.2% | +13.5% | 0.232% |  |
2/2/2023 | Pasadena Private Wealth LLC | 22,696 | $0.51M | 0.2% | N/A | 0.014% |  |
2/2/2023 | Integrated Advisors Network LLC | 20,583 | $0.46M | 0.0% | +37.1% | 0.013% |  |
2/2/2023 | Dfpg Investments LLC | 12,680 | $0.30M | 0.0% | N/A | 0.008% |  |
2/2/2023 | All Season Financial Advisors Inc. | 14,343 | $0.32M | 0.3% | N/A | 0.009% |  |
2/1/2023 | Janney Montgomery Scott LLC | 14,413 | $0.32M | 0.0% | N/A | 0.009% |  |
1/31/2023 | Otter Creek Advisors LLC | 250,654 | $5.60M | 3.7% | +78.2% | 0.157% |  |
1/31/2023 | Summit Global Investments | 51,091 | $1.14M | 0.1% | -3.6% | 0.032% |  |
1/30/2023 | Proficio Capital Partners LLC | 189,950 | $4.25M | 0.8% | +0.4% | 0.119% |  |
1/30/2023 | Sumitomo Mitsui Trust Holdings Inc. | 298,994 | $6.68M | 0.0% | +65.5% | 0.187% |  |
1/30/2023 | International Assets Investment Management LLC | 11,178 | $0.25M | 0.0% | N/A | 0.007% |  |
1/27/2023 | BDO Wealth Advisors LLC | 136,022 | $3.04M | 0.4% | -5.0% | 0.085% |  |
1/27/2023 | Destiny Wealth Partners LLC | 269,491 | $6.02M | 1.3% | +1.9% | 0.169% |  |
1/26/2023 | GraniteShares Advisors LLC | 27,254 | $0.61M | 0.5% | N/A | 0.017% |  |
1/25/2023 | UMA Financial Services Inc. | 13,406 | $0.31M | 0.1% | N/A | 0.008% |  |
1/25/2023 | Shufro Rose & Co. LLC | 487,630 | $10.90M | 0.9% | -5.7% | 0.305% |  |
1/24/2023 | Pinnacle Bancorp Inc. | 8,895 | $0.20M | 0.1% | N/A | 0.006% |  |
1/20/2023 | Global Strategic Investment Solutions LLC | 567,041 | $12.67M | 0.8% | +1.6% | 0.355% |  |
1/20/2023 | Transcend Capital Advisors LLC | 309,997 | $6.93M | 0.8% | +52.2% | 0.194% |  |
1/19/2023 | Amplius Wealth Advisors LLC | 365,825 | $8.18M | 1.3% | +62.6% | 0.229% |  |
1/17/2023 | Ronald Blue Trust Inc. | 155,523 | $3.54M | 0.1% | +311.0% | 0.097% |  |
1/17/2023 | Leavell Investment Management Inc. | 50,464 | $1.16M | 0.1% | -16.1% | 0.032% |  |
1/13/2023 | Adams Asset Advisors LLC | 86,004 | $1.92M | 0.3% | N/A | 0.054% |  |
1/13/2023 | RVW Wealth LLC | 15,637 | $0.35M | 0.0% | N/A | 0.010% |  |
1/12/2023 | Next Capital Management LLC | 20,635 | $0.46M | 0.2% | +9.7% | 0.013% |  |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 61,926 | $1.38M | 0.1% | +39.6% | 0.039% |  |
1/11/2023 | North Star Investment Management Corp. | 21,360 | $0.48M | 0.0% | -7.4% | 0.013% |  |
1/11/2023 | CFO4Life Group LLC | 113,145 | $2.53M | 0.5% | +35.0% | 0.071% |  |
1/10/2023 | Gries Financial LLC | 444,719 | $9.94M | 3.3% | +34.6% | 0.278% |  |
12/13/2022 | Perigon Wealth Management LLC | 39,217 | $0.89M | 0.1% | +86.1% | 0.025% |  |
12/8/2022 | Bank of New York Mellon Corp | 13,638 | $0.31M | 0.0% | N/A | 0.009% |  |
11/16/2022 | Advisors Capital Management LLC | 308,112 | $7.36M | 0.2% | N/A | 0.193% |  |
11/16/2022 | Captrust Financial Advisors | 41,671 | $0.95M | 0.0% | +100.0% | 0.026% |  |
11/16/2022 | Advisory Research Inc. | 46,192 | $1.05M | 0.1% | +21.3% | 0.029% |  |
11/16/2022 | Clearstead Advisors LLC | 3,215 | $73K | 0.0% | +100.2% | 0.002% |  |
11/16/2022 | Jane Street Group LLC | 20,856 | $0.47M | 0.0% | N/A | 0.013% |  |
11/16/2022 | BNP Paribas Arbitrage SNC | 25,479 | $0.58M | 0.0% | N/A | 0.016% |  |
11/15/2022 | Neuberger Berman Group LLC | 269,718 | $6.13M | 0.0% | -18.6% | 0.169% |  |
11/15/2022 | Northeast Financial Consultants Inc | 612,954 | $13.94M | 1.0% | +95.0% | 0.384% |  |
11/15/2022 | Summit Global Investments | 53,002 | $1.21M | 0.1% | +34.6% | 0.033% |  |
11/15/2022 | Surevest LLC | 136,397 | $3.10M | 0.8% | +122.7% | 0.085% |  |
11/15/2022 | Magnolia Capital Advisors LLC | 218,049 | $4.96M | 4.2% | +27.4% | 0.136% |  |
11/15/2022 | Bank of New York Mellon Corp | 13,638 | $0.31M | 0.0% | N/A | 0.009% |  |
11/15/2022 | BlackRock Inc. | 7,582 | $0.17M | 0.0% | +8.1% | 0.005% |  |
11/15/2022 | Clough Capital Partners L P | 522,680 | $11.89M | 1.3% | N/A | 0.327% |  |
11/14/2022 | Principal Street Partners LLC | 41,511 | $0.94M | 0.3% | N/A | 0.025% |  |
11/14/2022 | Royal Bank of Canada | 327,247 | $7.44M | 0.0% | +104.2% | 0.198% |  |
11/14/2022 | Virtus ETF Advisers LLC | 4,676 | $0.11M | 0.0% | N/A | 0.003% |  |
11/14/2022 | Cubist Systematic Strategies LLC | 99,752 | $2.27M | 0.0% | +234.0% | 0.060% |  |
11/14/2022 | Fiduciary Trust Co. | 58,939 | $1.34M | 0.0% | +113.3% | 0.036% |  |
11/14/2022 | Renaissance Technologies LLC | 244,600 | $5.56M | 0.0% | +295.8% | 0.148% |  |
11/14/2022 | MML Investors Services LLC | 9,789 | $0.22M | 0.0% | N/A | 0.006% |  |
11/14/2022 | Legacy Capital Wealth Partners LLC | 44,603 | $1.01M | 0.5% | +4.8% | 0.027% |  |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 44,370 | $1.01M | 0.1% | +55.5% | 0.027% |  |
11/10/2022 | Cliffwater LLC | 361,721 | $8.23M | 2.8% | +18.1% | 0.219% |  |
11/10/2022 | Envestnet Asset Management Inc. | 16,672 | $0.38M | 0.0% | N/A | 0.010% |  |
11/10/2022 | Northern Right Capital Management L.P. | 295,000 | $6.71M | 3.6% | N/A | 0.185% |  |
11/10/2022 | Nomura Asset Management Co. Ltd. | 6,600,168 | $150.09M | 1.0% | -2.8% | 3.993% |  |
11/10/2022 | Quent Capital LLC | 19,843 | $0.45M | 0.1% | N/A | 0.012% |  |
11/10/2022 | RPg Family Wealth Advisory LLC | 16,572 | $0.40M | 0.2% | +105.1% | 0.010% |  |
11/10/2022 | Seven Eight Capital LP | 8,982 | $0.20M | 0.0% | N/A | 0.005% |  |
11/10/2022 | Tower Research Capital LLC TRC | 2,257 | $51K | 0.0% | +61.4% | 0.001% |  |
11/10/2022 | UBS Group AG | 529,388 | $12.04M | 0.0% | +22.3% | 0.320% |  |
11/10/2022 | John & Kathleen Schreiber Foundation | 198,389 | $4.51M | 4.5% | N/A | 0.120% |  |
11/9/2022 | Magnus Financial Group LLC | 15,685 | $0.36M | 0.1% | N/A | 0.009% |  |
11/9/2022 | BigSur Wealth Management LLC | 298,550 | $7.13M | 3.6% | N/A | 0.181% |  |
11/8/2022 | Atom Investors LP | 71,593 | $1.63M | 0.6% | N/A | 0.043% |  |
11/8/2022 | Integrated Advisors Network LLC | 15,012 | $0.34M | 0.0% | N/A | 0.009% |  |
11/7/2022 | EverSource Wealth Advisors LLC | 33,374 | $0.76M | 0.2% | N/A | 0.020% |  |
11/7/2022 | Jump Financial LLC | 90,300 | $2.05M | 0.1% | +70.7% | 0.055% |  |
11/4/2022 | First Republic Investment Management Inc. | 50,323 | $1.14M | 0.0% | +214.5% | 0.030% |  |
11/3/2022 | Creative Planning | 3,050,894 | $69.38M | 0.1% | +110.1% | 1.846% |  |
11/2/2022 | BDO Wealth Advisors LLC | 143,175 | $3.26M | 0.4% | +125.6% | 0.087% |  |
11/2/2022 | Rockefeller Capital Management L.P. | 14,733 | $0.34M | 0.0% | +41.9% | 0.009% |  |
11/2/2022 | North Star Investment Management Corp. | 23,055 | $0.52M | 0.1% | +8.1% | 0.014% |  |
11/2/2022 | Dubuque Bank & Trust Co. | 35,544 | $0.81M | 0.1% | N/A | 0.022% |  |
11/2/2022 | Avantax Advisory Services Inc. | 12,207 | $0.28M | 0.0% | N/A | 0.007% |  |
11/1/2022 | Allie Family Office LLC | 18,049 | $0.41M | 0.4% | N/A | 0.011% |  |
11/1/2022 | Tranquility Partners LLC | 327,282 | $7.44M | 4.1% | +91.0% | 0.198% |  |
10/31/2022 | Gries Financial LLC | 330,405 | $7.51M | 3.2% | N/A | 0.200% |  |
10/27/2022 | US Bancorp DE | 1,998 | $45K | 0.0% | +100.2% | 0.001% |  |
10/27/2022 | Van ECK Associates Corp | 983,780 | $22.37M | 0.1% | -6.9% | 0.595% |  |
10/27/2022 | Global Strategic Investment Solutions LLC | 557,878 | $12.69M | 0.6% | +103.2% | 0.338% |  |
10/27/2022 | Keybank National Association OH | 16,266 | $0.37M | 0.0% | +91.0% | 0.010% |  |
10/26/2022 | Steel Peak Wealth Management LLC | 11,561 | $0.27M | 0.0% | N/A | 0.007% |  |
10/25/2022 | Shikiar Asset Management Inc. | 137,680 | $3.13M | 1.3% | +116.7% | 0.083% |  |
10/25/2022 | Destiny Wealth Partners LLC | 264,488 | $6.01M | 1.4% | +23.8% | 0.160% |  |
10/25/2022 | Round Table Services LLC | 10,027 | $0.23M | 0.0% | N/A | 0.006% |  |
10/25/2022 | Raymond James & Associates | 77,600 | $1.77M | 0.0% | +85.4% | 0.047% |  |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 60,193 | $1.37M | 0.0% | +143.7% | 0.036% |  |
10/25/2022 | Eagle Global Advisors LLC | 11,030 | $0.25M | 0.0% | N/A | 0.007% |  |
10/25/2022 | Otter Creek Advisors LLC | 140,654 | $3.20M | 2.6% | -8.8% | 0.085% |  |
10/24/2022 | Shufro Rose & Co. LLC | 516,950 | $11.76M | 1.2% | +87.2% | 0.313% |  |
10/24/2022 | Stratos Wealth Partners LTD. | 22,915 | $0.52M | 0.0% | N/A | 0.014% |  |
10/21/2022 | Ronald Blue Trust Inc. | 37,836 | $0.89M | 0.0% | +161.8% | 0.023% |  |
10/21/2022 | Sumitomo Mitsui Trust Holdings Inc. | 180,671 | $4.11M | 0.0% | N/A | 0.109% |  |
10/21/2022 | GenTrust LLC | 40,715 | $0.98M | 0.1% | +107.7% | 0.025% |  |
10/19/2022 | Harbour Capital Advisors LLC | 9,883 | $0.23M | 0.1% | N/A | 0.006% |  |
10/19/2022 | FNY Investment Advisers LLC | 2,500 | $56K | 0.0% | N/A | 0.002% |  |