11/16/2023 | Financial Gravity Asset Management Inc. | 641 | $83K | 0.0% | +364.5% | 0.006% | |
11/16/2023 | GTS Securities LLC | 30,003 | $3.89M | 0.0% | N/A | 0.267% | |
11/15/2023 | Scotia Capital Inc. | 18,248 | $2.36M | 0.0% | +289.7% | 0.163% | |
11/15/2023 | Lido Advisors LLC | 41,404 | $5.36M | 0.0% | +421.5% | 0.369% | |
11/15/2023 | Glenmede Trust Co. NA | 1,350 | $175K | 0.0% | +200.0% | 0.012% | |
11/14/2023 | Richard Bernstein Advisors LLC | 881,954 | $114.26M | 1.9% | N/A | 7.861% | |
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11/14/2023 | Private Advisory Group LLC | 50,978 | $6.60M | 1.3% | +208.2% | 0.454% | |
11/14/2023 | PGIM Custom Harvest LLC | 39,327 | $5.10M | 0.2% | +194.5% | 0.351% | |
11/13/2023 | Vista Investment Management | 26,834 | $3.48M | 1.6% | +195.9% | 0.239% | |
11/13/2023 | LPL Financial LLC | 115,289 | $14.94M | 0.0% | +249.9% | 1.028% | |
11/13/2023 | Clearstead Advisors LLC | 540 | $70K | 0.0% | +200.0% | 0.005% | |
11/13/2023 | Envestnet Asset Management Inc. | 132,608 | $17.18M | 0.0% | N/A | 1.182% | |
11/13/2023 | Kestra Advisory Services LLC | 13,651 | $1.77M | 0.0% | +193.6% | 0.122% | |
11/9/2023 | UBS Group AG | 33,508 | $4.34M | 0.0% | +195.9% | 0.299% | |
11/8/2023 | HighTower Advisors LLC | 159,924 | $20.72M | 0.0% | +198.8% | 1.425% | |
11/8/2023 | Janney Montgomery Scott LLC | 5,071 | $657K | 0.0% | +201.5% | 0.045% | |
11/8/2023 | Milestone Advisory Partners | 43,144 | $5.59M | 3.6% | +298.9% | 0.385% | |
11/8/2023 | Atria Wealth Solutions Inc. | 11,720 | $1.52M | 0.0% | N/A | 0.104% | |
11/8/2023 | Janney Capital Management LLC | 100,187 | $12.98M | 1.0% | +192.1% | 0.893% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 8,955 | $1.16M | 0.0% | N/A | 0.080% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 127,770 | $16.55M | 0.3% | +194.2% | 1.139% | |
11/7/2023 | Leuthold Group LLC | 28,516 | $3.69M | 0.5% | +197.1% | 0.254% | |
11/7/2023 | Clearstead Advisors LLC | 540 | $70K | 0.0% | +200.0% | 0.005% | |
11/7/2023 | Great Valley Advisor Group Inc. | 5,895 | $764K | 0.0% | +203.4% | 0.053% | |
11/3/2023 | Private Advisor Group LLC | 34,650 | $4.49M | 0.0% | +199.7% | 0.309% | |
11/2/2023 | Venturi Wealth Management LLC | 560 | $73K | 0.0% | N/A | 0.005% | |
11/1/2023 | Orion Portfolio Solutions LLC | 27,020 | $3.50M | 0.0% | +271.6% | 0.241% | |
10/31/2023 | James Investment Research Inc. | 8,871 | $1.15M | 0.2% | +351.5% | 0.079% | |
10/30/2023 | Tradewinds Capital Management LLC | 3,245 | $420K | 0.1% | +200.7% | 0.029% | |
10/30/2023 | Joseph P. Lucia & Associates LLC | 26,096 | $3.38M | 1.4% | +189.7% | 0.233% | |
10/30/2023 | Harel Insurance Investments & Financial Services Ltd. | 2,100,000 | $272.06M | 4.8% | +200.0% | 18.717% | |
10/27/2023 | Walker Asset Management LLC | 24,103 | $3.12M | 2.0% | +182.1% | 0.215% | |
10/25/2023 | Migdal Insurance & Financial Holdings Ltd. | 7,635 | $989K | 0.0% | N/A | 0.068% | |
10/24/2023 | Bank of New York Mellon Corp | 11,772 | $1.53M | 0.0% | N/A | 0.105% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 187,573 | $24.30M | 0.0% | +74.6% | 1.672% | |
10/24/2023 | Raymond James & Associates | 76,990 | $9.97M | 0.0% | +352.2% | 0.686% | |
10/24/2023 | Pinnacle Associates Ltd. | 23,465 | $3.04M | 0.1% | +198.7% | 0.209% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 9,567 | $1.24M | 0.0% | N/A | 0.085% | |
10/23/2023 | Chevy Chase Trust Holdings LLC | 10,266 | $1.33M | 0.0% | +200.0% | 0.091% | |
10/23/2023 | Commonwealth Equity Services LLC | 6,299 | $816K | 0.0% | +204.3% | 0.056% | |
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10/20/2023 | Quattro Financial Advisors LLC | 8,574 | $1.11M | 0.5% | N/A | 0.076% | |
10/18/2023 | Yoder Wealth Management Inc. | 30,885 | $4.00M | 2.3% | +210.8% | 0.275% | |
10/18/2023 | Private Trust Co. NA | 7,698 | $997K | 0.1% | +200.0% | 0.069% | |
10/17/2023 | Friedenthal Financial | 27,593 | $3.58M | 1.7% | +201.1% | 0.246% | |
10/13/2023 | SignalPoint Asset Management LLC | 66,834 | $8.66M | 2.0% | +186.4% | 0.596% | |
10/12/2023 | IFP Advisors Inc | 735 | $95K | 0.0% | +184.9% | 0.007% | |
10/12/2023 | IMC Chicago LLC | 28,974 | $3.75M | 0.0% | N/A | 0.258% | |
10/11/2023 | Legacy Private Trust Co. | 22,149 | $2.87M | 0.2% | N/A | 0.197% | |
10/11/2023 | Carnegie Capital Asset Management LLC | 30,002 | $3.89M | 0.1% | +187.9% | 0.267% | |
8/25/2023 | Strategy Asset Managers LLC | 5,553 | $766K | 0.2% | N/A | 0.049% | |
8/15/2023 | Cohen & Steers Inc. | 25,836 | $3.56M | 0.0% | +4.6% | 0.230% | |
8/10/2023 | Treynor Bancshares Inc. | 13,474 | $1.86M | 1.2% | -9.9% | 0.120% | |
8/10/2023 | Private Advisor Group LLC | 11,560 | $1.59M | 0.0% | -10.7% | 0.103% | |
8/10/2023 | Meitav Investment House Ltd. | 7,000 | $1.04M | 0.0% | N/A | 0.062% | |
8/9/2023 | Lido Advisors LLC | 7,939 | $1.10M | 0.0% | +36.3% | 0.071% | |
8/8/2023 | Leuthold Group LLC | 9,599 | $1.32M | 0.2% | N/A | 0.086% | |
8/3/2023 | Scotia Capital Inc. | 4,683 | $646K | 0.0% | N/A | 0.042% | |
8/3/2023 | Oppenheimer Asset Management Inc. | 43,426 | $5.99M | 0.1% | -1.3% | 0.387% | |
8/2/2023 | Bank of Montreal Can | 2,211 | $305K | 0.0% | N/A | 0.020% | |
8/1/2023 | Davis Investment Partners LLC | 31,621 | $1.48M | 0.7% | +596.8% | 0.282% | |
7/31/2023 | LPL Financial LLC | 32,951 | $4.55M | 0.0% | +0.7% | 0.294% | |
7/28/2023 | Lion Street Advisors LLC | 3,067 | $469K | 0.2% | N/A | 0.081% | |
7/28/2023 | Carson Advisory Inc. | 1,758 | $615K | 0.3% | N/A | 0.047% | |
7/27/2023 | Carson Advisory Inc. | 1,758 | $615K | 0.5% | N/A | 0.047% | |
7/26/2023 | Janney Capital Management LLC | 34,300 | $4.73M | 0.3% | -1.8% | 0.910% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 107,416 | $14.82M | 0.0% | +107.1% | 2.849% | |
7/25/2023 | Raymond James & Associates | 17,024 | $2.35M | 0.0% | -7.0% | 0.452% | |
7/24/2023 | Meitav Investment House Ltd. | 7,000 | $1.04M | 0.0% | N/A | 0.186% | |
7/21/2023 | Joseph P. Lucia & Associates LLC | 9,007 | $1.24M | 0.8% | -8.1% | 0.239% | |
7/13/2023 | Walker Asset Management LLC | 8,545 | $1.18M | 1.0% | -4.3% | 0.227% | |
7/13/2023 | Milestone Advisory Partners | 10,815 | $1.49M | 1.4% | +5.5% | 0.287% | |
7/11/2023 | Worth Asset Management LLC | 4,601 | $635K | 0.5% | +137.0% | 0.122% | |
5/15/2023 | PGIM Custom Harvest LLC | 13,352 | $1.71M | 0.1% | +16.3% | 0.354% | |
5/12/2023 | Milestone Advisory Partners | 10,256 | $1.31M | 1.2% | N/A | 0.272% | |
5/12/2023 | HighTower Advisors LLC | 53,828 | $6.88M | 0.0% | +2.8% | 1.428% | |
5/10/2023 | Oppenheimer Asset Management Inc. | 43,994 | $5.63M | 0.1% | -1.1% | 1.167% | |
5/10/2023 | Oppenheimer & Co. Inc. | 2,996 | $383K | 0.0% | N/A | 0.079% | |
5/10/2023 | Private Advisor Group LLC | 12,946 | $1.66M | 0.0% | N/A | 0.343% | |
5/10/2023 | LPL Financial LLC | 32,711 | $4.18M | 0.0% | +23.5% | 0.868% | |
5/9/2023 | Tower Research Capital LLC TRC | 3,880 | $496K | 0.0% | +9.4% | 0.103% | |
5/5/2023 | Capital Analysts LLC | 7,518 | $961K | 0.1% | +1.5% | 0.199% | |
5/5/2023 | Pinnacle Associates Ltd. | 7,855 | $1.00M | 0.0% | N/A | 0.208% | |
5/2/2023 | Joseph P. Lucia & Associates LLC | 9,797 | $1.25M | 0.9% | -1.7% | 0.260% | |
5/2/2023 | Friedenthal Financial | 9,370 | $1.20M | 0.8% | +6.0% | 0.249% | |
5/1/2023 | Migdal Insurance & Financial Holdings Ltd. | 2,545 | $318K | 0.0% | -99.7% | 0.068% | |
4/28/2023 | Janney Capital Management LLC | 34,930 | $4.47M | 0.3% | N/A | 0.927% | |
4/28/2023 | Janney Montgomery Scott LLC | 1,599 | $204K | 0.0% | -21.7% | 0.042% | |
4/26/2023 | James Investment Research Inc. | 3,653 | $467K | 0.1% | -18.9% | 0.097% | |
4/25/2023 | Geneos Wealth Management Inc. | 3,925 | $502K | 0.0% | -27.9% | 0.104% | |
4/20/2023 | LVZ Inc. | 9,173 | $1.17M | 0.2% | N/A | 0.243% | |
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4/20/2023 | Carnegie Capital Asset Management LLC | 10,267 | $1.31M | 0.1% | +212.1% | 0.272% | |
4/14/2023 | Davis Investment Partners LLC | 4,538 | $575K | 0.3% | +17.1% | 0.098% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 51,875 | $6.63M | 0.0% | +17.0% | 1.118% | |
4/14/2023 | Raymond James & Associates | 18,304 | $2.34M | 0.0% | +32.9% | 0.394% | |
4/14/2023 | SignalPoint Asset Management LLC | 23,281 | $2.98M | 0.9% | +2.4% | 0.502% | |
4/12/2023 | Worth Asset Management LLC | 1,941 | $248K | 0.2% | N/A | 0.042% | |
4/12/2023 | Private Trust Co. NA | 2,566 | $328K | 0.0% | N/A | 0.055% | |
4/11/2023 | Mutual Advisors LLC | 7,650 | $978K | 0.0% | +1.1% | 0.165% | |
3/28/2023 | Prostatis Group LLC | 34,866 | $35K | 0.0% | N/A | 0.751% | |
3/23/2023 | Prostatis Group LLC | 34,866 | $35K | 0.0% | N/A | 0.751% | |