8/21/2023 | Osaic Holdings Inc. | 724,388 | $29.50M | 0.1% | -18.2% | 1.047% | |
8/17/2023 | Orion Portfolio Solutions LLC | 45,751 | $1.86M | 0.0% | +41.4% | 0.066% | |
8/17/2023 | Coppell Advisory Solutions LLC | 2,865 | $0.12M | 0.0% | N/A | 0.004% | |
8/16/2023 | CreativeOne Wealth LLC | 16,252 | $0.66M | 0.0% | +66.9% | 0.023% | |
8/15/2023 | Equitable Holdings Inc. | 191,695 | $7.80M | 0.1% | +29.1% | 0.277% | |
8/15/2023 | West Michigan Advisors LLC | 88,317 | $3.60M | 1.4% | -10.7% | 0.128% | |
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8/15/2023 | Wells Fargo & Company MN | 2,532,044 | $103.05M | 0.0% | +11.3% | 3.659% | |
8/15/2023 | Integrated Wealth Concepts LLC | 9,629 | $0.39M | 0.0% | N/A | 0.014% | |
8/15/2023 | Dana Investment Advisors Inc. | 12,574 | $0.51M | 0.0% | +27.6% | 0.018% | |
8/15/2023 | Benjamin Edwards Inc. | 54,860 | $2.23M | 0.5% | -9.1% | 0.079% | |
8/15/2023 | Benjamin F. Edwards & Company Inc. | 879,577 | $35.80M | 1.4% | -14.5% | 1.271% | |
8/15/2023 | IHT Wealth Management LLC | 9,167 | $0.37M | 0.0% | +29.0% | 0.013% | |
8/15/2023 | Centaurus Financial Inc. | 4,895 | $0.20M | 0.0% | -56.3% | 0.007% | |
8/15/2023 | Goldman Sachs Group Inc. | 36,805 | $1.50M | 0.0% | -3.4% | 0.053% | |
8/15/2023 | Belpointe Asset Management LLC | 28,898 | $1.18M | 0.1% | -35.2% | 0.042% | |
8/15/2023 | Fortis Capital Advisors LLC | 28,898 | $1.18M | 0.7% | -28.2% | 0.042% | |
8/15/2023 | Zuckerman Investment Group LLC | 5,000 | $0.20M | 0.0% | N/A | 0.007% | |
8/15/2023 | Harbour Investments Inc. | 20,245 | $0.82M | 0.0% | +74.3% | 0.029% | |
8/15/2023 | Royal Bank of Canada | 966,643 | $39.34M | 0.0% | +18.1% | 1.397% | |
8/15/2023 | Rockefeller Capital Management L.P. | 120,960 | $4.92M | 0.0% | -2.4% | 0.175% | |
8/15/2023 | Stifel Financial Corp | 1,458,969 | $59.38M | 0.1% | -16.0% | 2.108% | |
8/15/2023 | Grant Street Asset Management Inc. | 21,367 | $0.87M | 0.3% | N/A | 0.031% | |
8/15/2023 | Hilltop Holdings Inc. | 8,475 | $0.35M | 0.0% | -6.4% | 0.012% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 61,227 | $2.49M | 0.0% | -42.8% | 0.088% | |
8/14/2023 | Orion Portfolio Solutions LLC | 45,751 | $1.86M | 0.0% | +41.4% | 0.066% | |
8/14/2023 | IFP Advisors Inc | 95,336 | $3.88M | 0.2% | -28.4% | 0.138% | |
8/14/2023 | Tower Research Capital LLC TRC | 21,083 | $0.86M | 0.0% | -50.4% | 0.030% | |
8/14/2023 | Bison Wealth LLC | 18,686 | $0.76M | 0.1% | N/A | 0.027% | |
8/14/2023 | Certified Advisory Corp | 122,650 | $4.99M | 0.9% | +64.0% | 0.177% | |
8/14/2023 | MML Investors Services LLC | 282,331 | $11.49M | 0.1% | +30.4% | 0.408% | |
8/14/2023 | Swmg LLC | 19,396 | $0.79M | 0.4% | -19.7% | 0.028% | |
8/14/2023 | Thrivent Financial for Lutherans | 34,785 | $1.42M | 0.0% | -25.4% | 0.050% | |
8/11/2023 | Childress Capital Advisors LLC | 19,600 | $0.80M | 0.3% | -22.2% | 0.028% | |
8/11/2023 | Renaissance Technologies LLC | 11,900 | $0.48M | 0.0% | N/A | 0.017% | |
8/11/2023 | Cibc World Market Inc. | 38,256 | $1.56M | 0.0% | +51.7% | 0.055% | |
8/11/2023 | Baird Financial Group Inc. | 190,239 | $7.74M | 0.0% | +4.2% | 0.275% | |
8/11/2023 | Visionary Wealth Advisors | 61,188 | $2.49M | 0.2% | +46.8% | 0.088% | |
8/11/2023 | Kestra Advisory Services LLC | 128,990 | $5.25M | 0.1% | -11.1% | 0.186% | |
8/11/2023 | D.A. Davidson & CO. | 6,384 | $0.26M | 0.0% | N/A | 0.009% | |
8/10/2023 | Osaic Holdings Inc. | 724,388 | $29.50M | 0.1% | -18.2% | 1.047% | |
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8/10/2023 | WFA of San Diego LLC | 1,378 | $56K | 0.1% | N/A | 0.002% | |
8/10/2023 | Personal CFO Solutions LLC | 5,598 | $0.23M | 0.0% | N/A | 0.008% | |
8/10/2023 | Commonwealth Equity Services LLC | 576,022 | $23.44M | 0.0% | +41.6% | 0.832% | |
8/10/2023 | Oarsman Capital Inc. | 15,143 | $0.62M | 0.3% | N/A | 0.022% | |
8/10/2023 | Bedel Financial Consulting Inc. | 40,313 | $1.64M | 0.3% | -2.0% | 0.058% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 700 | $28K | 0.0% | N/A | 0.001% | |
8/10/2023 | Private Advisor Group LLC | 123,515 | $5.06M | 0.0% | +36.1% | 0.178% | |
8/10/2023 | Cetera Advisors LLC | 43,705 | $1.78M | 0.0% | +66.1% | 0.063% | |
8/10/2023 | Meitav Investment House Ltd. | 977 | $40K | 0.0% | N/A | 0.001% | |
8/10/2023 | Cetera Advisor Networks LLC | 507,269 | $20.65M | 0.1% | +7.2% | 0.733% | |
8/10/2023 | Wintrust Investments LLC | 64,474 | $2.62M | 0.3% | N/A | 0.093% | |
8/10/2023 | Financial Architects Inc | 20,316 | $0.83M | 0.1% | +6.6% | 0.029% | |
8/10/2023 | Cetera Investment Advisers | 250,198 | $10.18M | 0.1% | +36.7% | 0.362% | |
8/9/2023 | Flow Traders U.S. LLC | 11,374 | $0.46M | 0.0% | +103.9% | 0.016% | |
8/9/2023 | Sheets Smith Wealth Management | 54,269 | $2.21M | 0.3% | -6.8% | 0.078% | |
8/8/2023 | Kestra Private Wealth Services LLC | 14,339 | $0.58M | 0.0% | +31.9% | 0.021% | |
8/8/2023 | Claro Advisors LLC | 7,529 | $0.31M | 0.1% | N/A | 0.011% | |
8/8/2023 | RiverTree Advisors LLC | 193,619 | $7.88M | 5.7% | -4.5% | 0.280% | |
8/8/2023 | Prospera Financial Services Inc | 13,218 | $0.54M | 0.0% | +41.2% | 0.019% | |
8/8/2023 | Sepio Capital LP | 63,487 | $2.58M | 0.2% | +107.0% | 0.092% | |
8/8/2023 | Lindenwold Advisors INC | 105,211 | $4.28M | 2.6% | +21.3% | 0.152% | |
8/7/2023 | Lincoln National Corp | 8,219 | $0.34M | 0.0% | N/A | 0.012% | |
8/4/2023 | HBK Sorce Advisory LLC | 5,510 | $0.22M | 0.0% | +24.4% | 0.008% | |
8/4/2023 | Envestnet Asset Management Inc. | 661,507 | $26.92M | 0.0% | +36.7% | 0.956% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 49,765 | $2.03M | 0.1% | N/A | 0.072% | |
8/4/2023 | IFP Advisors Inc | 95,336 | $2.72M | 0.1% | -28.4% | 0.138% | |
8/4/2023 | EverSource Wealth Advisors LLC | 23,467 | $0.96M | 0.1% | +34.3% | 0.034% | |
8/3/2023 | Atria Wealth Solutions Inc. | 76,147 | $3.10M | 0.0% | +174.6% | 0.140% | |
8/3/2023 | Triumph Capital Management | 19,214 | $0.78M | 0.4% | N/A | 0.035% | |
8/3/2023 | Penobscot Wealth Management | 45,577 | $1.85M | 1.4% | +4.0% | 0.084% | |
8/3/2023 | Thoroughbred Financial Services LLC | 39,625 | $1.61M | 0.2% | -2.9% | 0.073% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 44,124 | $1.80M | 0.1% | +623.6% | 0.081% | |
8/3/2023 | RFG Advisory LLC | 5,547 | $0.23M | 0.0% | N/A | 0.010% | |
8/3/2023 | Eldridge Investment Advisors Inc. | 6,000 | $0.24M | 0.1% | N/A | 0.011% | |
8/3/2023 | MONECO Advisors LLC | 35,544 | $1.45M | 0.4% | +6.6% | 0.065% | |
8/3/2023 | Oppenheimer & Co. Inc. | 95,170 | $3.87M | 0.1% | +451.1% | 0.174% | |
8/2/2023 | Sigma Planning Corp | 29,200 | $1.19M | 0.0% | -26.2% | 0.054% | |
8/1/2023 | Merit Financial Group LLC | 14,017 | $0.57M | 0.0% | -21.0% | 0.026% | |
8/1/2023 | Hazlett Burt & Watson Inc. | 840 | $34K | 0.0% | N/A | 0.002% | |
7/31/2023 | LPL Financial LLC | 1,861,091 | $75.75M | 0.1% | +10.3% | 3.412% | |
7/31/2023 | Ausdal Financial Partners Inc. | 5,055 | $0.21M | 0.0% | N/A | 0.009% | |
7/31/2023 | Verus Capital Partners LLC | 14,868 | $0.61M | 0.1% | +87.3% | 0.027% | |
7/31/2023 | West Bancorporation Inc. | 7,939 | $0.32M | 0.2% | +5.1% | 0.015% | |
7/31/2023 | Brown Advisory Inc. | 10,738 | $0.44M | 0.0% | N/A | 0.020% | |
7/31/2023 | Avaii Wealth Management LLC | 10,421 | $0.42M | 0.3% | +2.4% | 0.019% | |
7/31/2023 | Coulter & Justus Financial Services LLC | 240,136 | $9.77M | 6.6% | +5.0% | 0.440% | |
7/28/2023 | MTM Investment Management LLC | 26,693 | $1.09M | 0.5% | +10.2% | 0.049% | |
7/28/2023 | Alaska Wealth Advisors | 177,250 | $7.21M | 1.1% | +4.6% | 0.325% | |
7/28/2023 | CMC Financial Group | 152,803 | $6.22M | 11.8% | N/A | 0.280% | |
7/28/2023 | First Republic Investment Management Inc. | 277,264 | $11.29M | 0.1% | +27.5% | 0.508% | |
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7/28/2023 | GPM Growth Investors Inc. | 17,141 | $0.70M | 0.4% | N/A | 0.031% | |
7/28/2023 | Private Trust Co. NA | 6,132 | $0.25M | 0.0% | +18.0% | 0.011% | |
7/28/2023 | Financial Management Network Inc. | 162,823 | $6.67M | 2.3% | +5.1% | 0.298% | |
7/27/2023 | Barrett & Company Inc. | 27,799 | $1.13M | 0.7% | +28.5% | 0.051% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 42,456 | $1.73M | 0.0% | +13.4% | 0.078% | |
7/27/2023 | David R. Rahn & Associates Inc. | 126,821 | $5.16M | 2.4% | -3.8% | 0.232% | |
7/27/2023 | J.W. Cole Advisors Inc. | 34,199 | $1.39M | 0.1% | +26.6% | 0.063% | |
7/27/2023 | Opal Wealth Advisors LLC | 5,081 | $0.21M | 0.1% | N/A | 0.009% | |
7/27/2023 | Paragon Wealth Strategies LLC | 657,004 | $26.74M | 8.4% | +35.9% | 1.204% | |
7/26/2023 | First Heartland Consultants Inc. | 14,540 | $0.59M | 0.1% | N/A | 0.027% | |