11/8/2024 | Prospera Financial Services Inc | 5,979 | $381K | 0.0% | +13.6% | 0.234% | |
10/28/2024 | Focus Financial Network Inc. | 7,780 | $496K | 0.0% | N/A | 0.305% | |
10/21/2024 | Foundations Investment Advisors LLC | 5,321 | $339K | 0.0% | -9.3% | 0.209% | |
8/15/2024 | The Manufacturers Life Insurance Company | 309,041 | $17.71M | 0.0% | -32.6% | 12.119% | |
8/14/2024 | Bank of Montreal Can | 19,046 | $1.10M | 0.0% | -43.3% | 0.747% | |
8/8/2024 | Envestnet Asset Management Inc. | 34,836 | $2.00M | 0.0% | -5.9% | 1.366% | |
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8/2/2024 | Foundations Investment Advisors LLC | 5,866 | $336K | 0.0% | N/A | 0.230% | |
7/16/2024 | Great Valley Advisor Group Inc. | 260,694 | $14.94M | 0.4% | +18.3% | 10.223% | |
5/17/2024 | Comerica Bank | 25,187 | $1.35M | 0.0% | +6.0% | 0.988% | |
5/16/2024 | Jane Street Group LLC | 104,917 | $5.62M | 0.0% | +1,880.3% | 4.114% | |
5/4/2024 | Geneos Wealth Management Inc. | 635 | $34K | 0.0% | -75.9% | 0.024% | |
2/13/2024 | Pinebridge Investments L.P. | 54,529 | $2.72M | 0.0% | N/A | 1.731% | |
2/13/2024 | The Manufacturers Life Insurance Company | 443,512 | $22.15M | 0.0% | -5.2% | 14.080% | |
2/6/2024 | Great Valley Advisor Group Inc. | 214,756 | $10.73M | 0.4% | -0.8% | 6.818% | |
1/31/2024 | Cutler Investment Counsel LLC | 4,955 | $248K | 0.0% | N/A | 0.157% | |
1/26/2024 | Lester Murray Antman dba SimplyRich | 5,000 | $250K | 0.1% | N/A | 0.159% | |
1/23/2024 | WealthShield Partners LLC | 9,288 | $464K | 0.1% | -53.0% | 0.295% | |
1/11/2024 | BKM Wealth Management LLC | 613 | $31K | 0.0% | N/A | 0.019% | |
1/11/2024 | BKM Wealth Management LLC | 613 | $31K | 0.0% | N/A | 0.019% | |
11/15/2023 | The Manufacturers Life Insurance Company | 468,021 | $22.22M | 0.0% | -0.9% | 14.858% | |
11/13/2023 | Invesco Ltd. | 173,300 | $8.23M | 0.0% | +6.3% | 5.502% | |
11/7/2023 | Great Valley Advisor Group Inc. | 216,579 | $10.28M | 0.4% | +14.0% | 6.876% | |
11/6/2023 | Sigma Planning Corp | 19,231 | $913K | 0.0% | +2.0% | 0.611% | |
10/30/2023 | Ergawealth Advisors Inc. | 7,783 | $370K | 0.3% | -9.7% | 0.247% | |
10/25/2023 | WealthShield Partners LLC | 19,781 | $939K | 0.1% | -6.0% | 0.628% | |
10/25/2023 | Genesee Capital Advisors LLC | 56,735 | $2.69M | 1.9% | -6.4% | 1.801% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 4,312 | $205K | 0.0% | -9.9% | 0.137% | |
10/19/2023 | WestEnd Advisors LLC | 563 | $27K | 0.0% | N/A | 0.018% | |
10/11/2023 | Geneos Wealth Management Inc. | 2,631 | $125K | 0.0% | +18.2% | 0.084% | |
8/17/2023 | Coppell Advisory Solutions LLC | 6,339 | $311K | 0.1% | -89.8% | 0.201% | |
8/11/2023 | The Manufacturers Life Insurance Company | 472,080 | $23.30M | 0.0% | +9.3% | 14.987% | |
8/10/2023 | US Bancorp DE | 3,887 | $192K | 0.0% | -16.6% | 0.123% | |
8/10/2023 | Cetera Advisor Networks LLC | 8,175 | $403K | 0.0% | -3.4% | 0.260% | |
8/10/2023 | Cambria Investment Management L.P. | 274,007 | $13.52M | 1.1% | -2.8% | 8.699% | |
8/9/2023 | Flow Traders U.S. LLC | 22,477 | $1.11M | 0.0% | +16.8% | 0.714% | |
8/4/2023 | Envestnet Asset Management Inc. | 39,278 | $1.94M | 0.0% | -1.3% | 1.172% | |
8/3/2023 | WealthShield Partners LLC | 21,045 | $1.04M | 0.2% | +103.5% | 0.628% | |
8/2/2023 | Bank of Montreal Can | 6,450 | $330K | 0.0% | N/A | 0.193% | |
8/2/2023 | Sigma Planning Corp | 18,856 | $931K | 0.0% | +2.3% | 0.563% | |
8/1/2023 | Knights of Columbus Asset Advisors LLC | 2,185 | $108K | 0.0% | +10.0% | 0.065% | |
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7/31/2023 | LPL Financial LLC | 43,848 | $2.16M | 0.0% | +206.0% | 1.309% | |
7/28/2023 | Private Trust Co. NA | 2,931 | $145K | 0.0% | N/A | 0.087% | |
7/21/2023 | Nilsine Partners LLC | 183,617 | $9.06M | 1.3% | -0.7% | 5.481% | |
7/17/2023 | Genesee Capital Advisors LLC | 60,634 | $2.99M | 2.0% | -1.9% | 1.810% | |
7/17/2023 | Ergawealth Advisors Inc. | 8,621 | $425K | 0.3% | N/A | 0.257% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 4,786 | $236K | 0.0% | +15.7% | 0.143% | |
5/15/2023 | Equitable Holdings Inc. | 393,510 | $20.09M | 0.3% | +111.3% | 13.569% | |
5/12/2023 | NewEdge Advisors LLC | 25,320 | $1.29M | 0.0% | +31.3% | 0.873% | |
5/11/2023 | Cambria Investment Management L.P. | 281,774 | $14.38M | 1.2% | N/A | 9.716% | |
5/9/2023 | US Bancorp DE | 4,662 | $238K | 0.0% | -7.7% | 0.161% | |
5/8/2023 | WealthShield Partners LLC | 10,339 | $528K | 0.1% | N/A | 0.357% | |
5/8/2023 | Sigma Planning Corp | 18,440 | $941K | 0.0% | N/A | 0.636% | |
5/3/2023 | Great Valley Advisor Group Inc. | 8,000 | $408K | 0.0% | N/A | 0.276% | |
5/1/2023 | NewSquare Capital LLC | 785 | $40K | 0.0% | -93.2% | 0.027% | |
5/1/2023 | Knights of Columbus Asset Advisors LLC | 1,987 | $101K | 0.0% | -10.3% | 0.069% | |
4/28/2023 | WestEnd Advisors LLC | 536 | $27K | 0.0% | N/A | 0.018% | |
4/25/2023 | Geneos Wealth Management Inc. | 2,225 | $114K | 0.0% | N/A | 0.077% | |
4/21/2023 | PFG Advisors | 4,078 | $208K | 0.0% | N/A | 0.141% | |
4/18/2023 | Genesee Capital Advisors LLC | 61,818 | $3.16M | 2.2% | -1.9% | 2.132% | |
4/14/2023 | Trust Co. of Oklahoma | 12,589 | $643K | 0.3% | N/A | 0.434% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 60,611 | $2.91M | 1.0% | N/A | 2.331% | |
2/10/2023 | Summit Wealth & Retirement Planning Inc. | 34,413 | $1.65M | 0.7% | N/A | 1.324% | |
2/8/2023 | Riverpoint Wealth Management Holdings LLC | 626 | $30K | 0.0% | N/A | 0.024% | |
2/7/2023 | Commonwealth Equity Services LLC | 6,490 | $311K | 0.0% | +37.1% | 0.250% | |
2/7/2023 | LPL Financial LLC | 14,760 | $709K | 0.0% | +23.4% | 0.568% | |
2/7/2023 | Envestnet Asset Management Inc. | 56,612 | $2.72M | 0.0% | +26.8% | 2.177% | |
2/7/2023 | NewSquare Capital LLC | 11,590 | $557K | 0.1% | N/A | 0.446% | |
2/6/2023 | Concentrum Wealth Management | 38,445 | $1.85M | 1.7% | N/A | 1.479% | |
1/31/2023 | Knights of Columbus Asset Advisors LLC | 2,216 | $106K | 0.0% | N/A | 0.085% | |
1/26/2023 | Comerica Bank | 6,606 | $329K | 0.0% | -31.6% | 0.254% | |
1/20/2023 | Genesee Capital Advisors LLC | 63,044 | $3.03M | 2.3% | N/A | 2.425% | |
1/11/2023 | Foundations Investment Advisors LLC | 10,772 | $518K | 0.0% | -67.4% | 0.468% | |
11/15/2022 | Flow Traders U.S. LLC | 13,612 | $584K | 0.0% | -24.6% | 0.756% | |
11/14/2022 | Equitable Holdings Inc. | 166,340 | $7.14M | 0.1% | +0.3% | 9.241% | |
11/14/2022 | Prudential PLC | 22,930 | $984K | 0.0% | +27.7% | 1.274% | |
11/1/2022 | Assetmark Inc. | 1,174 | $50K | 0.0% | N/A | 0.065% | |
10/28/2022 | Comerica Bank | 9,662 | $413K | 0.0% | N/A | 0.537% | |
10/19/2022 | Foundations Investment Advisors LLC | 33,083 | $1.42M | 0.1% | -3.5% | 1.838% | |
8/13/2022 | Flow Traders U.S. LLC | 18,051 | $844K | 0.0% | -35.2% | 0.860% | |
8/12/2022 | Prudential PLC | 17,950 | $839K | 0.0% | +36.8% | 0.855% | |
8/3/2022 | Envestnet Asset Management Inc. | 34,473 | $1.61M | 0.0% | -3.6% | 1.642% | |
8/3/2022 | Janney Montgomery Scott LLC | 11,200 | $529K | 0.0% | N/A | 0.533% | |
8/2/2022 | Avantax Advisory Services Inc. | 15,888 | $743K | 0.0% | +5.0% | 0.757% | |
7/19/2022 | Commonwealth Equity Services LLC | 5,731 | $267K | 0.0% | +20.8% | 0.273% | |
7/8/2022 | Foundations Investment Advisors LLC | 34,278 | $1.54M | 0.1% | N/A | 1.490% | |
5/12/2022 | Cedar Wealth Management LLC | 1,126 | $58K | 0.0% | +56,200.0% | 0.045% | |
5/4/2022 | Prospera Financial Services Inc | 500 | $26K | 0.0% | N/A | 0.020% | |
5/4/2022 | Stephens Inc. AR | 7,982 | $413K | 0.0% | N/A | 0.319% | |
5/4/2022 | Commonwealth Equity Services LLC | 4,743 | $245K | 0.0% | -6.3% | 0.190% | |
5/4/2022 | Envestnet Asset Management Inc. | 35,758 | $1.85M | 0.0% | -2.8% | 1.430% | |
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4/27/2022 | Avantax Advisory Services Inc. | 15,136 | $783K | 0.0% | +14.5% | 0.605% | |
4/19/2022 | PFG Advisors | 4,269 | $221K | 0.0% | -9.2% | 0.164% | |
2/14/2022 | Invesco Ltd. | 454,300 | $22.27M | 0.0% | -14.0% | 19.752% | |
2/11/2022 | Prudential PLC | 37,860 | $1.86M | 0.0% | +2.5% | 1.646% | |
2/11/2022 | Equitable Holdings Inc. | 162,520 | $7.97M | 0.1% | +61.3% | 7.066% | |
2/4/2022 | Envestnet Asset Management Inc. | 36,799 | $1.80M | 0.0% | -24.0% | 1.600% | |
2/3/2022 | Advisor Group Holdings Inc. | 3,254 | $160K | 0.0% | -9.8% | 0.141% | |
1/31/2022 | Commonwealth Equity Services LLC | 5,062 | $248K | 0.0% | -26.1% | 0.220% | |
1/24/2022 | Avantax Advisory Services Inc. | 13,221 | $648K | 0.0% | +15.0% | 0.575% | |
1/21/2022 | PFG Advisors | 4,699 | $230K | 0.0% | -10.1% | 0.204% | |