5/6/2024 | CFO4Life Group LLC | 41,630 | $750K | 0.1% | -12.3% | 0.173% | |
5/3/2024 | Avidian Wealth Solutions LLC | 156,134 | $2.81M | 0.1% | -77.9% | 0.649% | |
5/2/2024 | AlphaQ Advisors LLC | 172,423 | $3.11M | 1.9% | +8.7% | 0.717% | |
5/2/2024 | Lincoln National Corp | 212,519 | $3.83M | 0.1% | +6.1% | 0.884% | |
5/1/2024 | Janney Montgomery Scott LLC | 36,001 | $648K | 0.0% | +140.8% | 0.150% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 2,468 | $44K | 0.0% | +84.7% | 0.010% | |
|
5/1/2024 | Mission Wealth Management LP | 20,000 | $360K | 0.0% | N/A | 0.083% | |
4/30/2024 | Commonwealth Equity Services LLC | 49,489 | $891K | 0.0% | +20.9% | 0.206% | |
4/23/2024 | McAdam LLC | 100,008 | $1.80M | 0.1% | -4.1% | 0.395% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 144,624 | $2.61M | 0.0% | -79.4% | 0.572% | |
4/22/2024 | Raymond James & Associates | 2,270,524 | $40.89M | 0.0% | +42.7% | 8.974% | |
4/19/2024 | Willis Johnson & Associates Inc. | 427,684 | $7.70M | 0.7% | +10.5% | 1.690% | |
4/19/2024 | Westside Investment Management Inc. | 32,800 | $591K | 0.1% | +25.4% | 0.130% | |
4/19/2024 | Hedeker Wealth LLC | 44,174 | $796K | 0.2% | -36.6% | 0.175% | |
4/18/2024 | CAP Partners LLC | 15,005 | $270K | 0.2% | N/A | 0.059% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 266,148 | $4.79M | 0.3% | +84.7% | 1.052% | |
4/15/2024 | Bowman & Co S.C. | 54,412 | $980K | 0.6% | N/A | 0.215% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 39,191 | $706K | 0.1% | +63.5% | 0.155% | |
4/11/2024 | FOCUS Wealth Advisors LLC | 48,306 | $870K | 0.5% | +80.4% | 0.191% | |
4/5/2024 | GAMMA Investing LLC | 3,091 | $56K | 0.0% | N/A | 0.013% | |
4/3/2024 | Arden Trust Co | 141,882 | $2.56M | 0.4% | +4.6% | 0.577% | |
3/22/2024 | PNC Financial Services Group Inc. | 6,900 | $126K | 0.0% | N/A | 0.028% | |
3/1/2024 | Transcendent Capital Group LLC | 4,400 | $80K | 0.1% | N/A | 0.018% | |
3/1/2024 | Pineridge Advisors LLC | 226,364 | $4.13M | 1.4% | N/A | 0.920% | |
2/29/2024 | Tortoise Investment Management LLC | 242,608 | $4.43M | 0.6% | -14.5% | 0.986% | |
2/15/2024 | Bartlett & CO. Wealth Management LLC | 66,710 | $1.22M | 0.0% | -8.9% | 0.271% | |
2/13/2024 | Jones Financial Companies Lllp | 11,621 | $212K | 0.0% | N/A | 0.047% | |
2/12/2024 | Eagle Asset Management Inc. | 10,681 | $195K | 0.0% | N/A | 0.043% | |
2/12/2024 | Manhattan West Asset Management LLC | 344,702 | $6.29M | 1.8% | +7.2% | 1.401% | |
2/12/2024 | Stifel Financial Corp | 430,286 | $7.85M | 0.0% | +247.3% | 1.749% | |
2/9/2024 | Keystone Financial Group | 19,169 | $350K | 0.1% | -72.3% | 0.078% | |
2/9/2024 | CreativeOne Wealth LLC | 51,423 | $938K | 0.1% | N/A | 0.209% | |
2/8/2024 | Tortoise Investment Management LLC | 242,898 | $4.35M | 0.6% | -14.4% | 0.987% | |
2/7/2024 | Avantax Advisory Services Inc. | 42,826 | $782K | 0.0% | +134.0% | 0.174% | |
2/7/2024 | AlphaStar Capital Management LLC | 36,532 | $667K | 0.1% | +2.2% | 0.149% | |
2/7/2024 | Gateway Advisory LLC | 496,898 | $9.07M | 1.7% | N/A | 2.020% | |
2/6/2024 | Lincoln National Corp | 200,230 | $3.65M | 0.1% | N/A | 0.814% | |
2/6/2024 | Private Advisor Group LLC | 31,920 | $583K | 0.0% | -8.0% | 0.130% | |
2/6/2024 | Avidian Wealth Solutions LLC | 705,320 | $12.87M | 0.8% | +7.1% | 2.867% | |
2/6/2024 | Sykon Capital LLC | 135,454 | $2.47M | 1.0% | N/A | 0.551% | |
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2/6/2024 | Benjamin F. Edwards & Company Inc. | 118,250 | $2.16M | 0.0% | N/A | 0.481% | |
2/6/2024 | Benjamin Edwards Inc. | 1,689 | $31K | 0.0% | N/A | 0.007% | |
2/5/2024 | McAdam LLC | 104,287 | $1.90M | 0.1% | -27.5% | 0.424% | |
2/2/2024 | Truist Financial Corp | 170,323 | $3.11M | 0.0% | -0.6% | 0.692% | |
2/2/2024 | VCI Wealth Management LLC | 167,486 | $3.06M | 1.9% | N/A | 0.681% | |
2/1/2024 | Foster & Motley Inc. | 16,780 | $306K | 0.0% | -16.9% | 0.068% | |
1/30/2024 | Elmwood Wealth Management Inc. | 183,271 | $3.35M | 2.3% | +1.5% | 0.745% | |
1/29/2024 | Altus Wealth Group LLC | 82,737 | $1.51M | 0.8% | -31.0% | 0.336% | |
1/29/2024 | AlphaQ Advisors LLC | 158,683 | $2.90M | 2.0% | +272.1% | 0.645% | |
1/24/2024 | Hedeker Wealth LLC | 69,629 | $1.27M | 0.4% | +1.0% | 0.283% | |
1/24/2024 | Allworth Financial LP | 31,913 | $582K | 0.0% | -39.1% | 0.130% | |
1/24/2024 | ABLE Financial Group LLC | 361,899 | $6.61M | 2.9% | -21.4% | 1.471% | |
1/24/2024 | Private Trust Co. NA | 2,460 | $45K | 0.0% | -36.7% | 0.010% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 702,543 | $12.82M | 0.0% | +23.4% | 2.856% | |
1/16/2024 | Raymond James & Associates | 1,591,513 | $29.05M | 0.0% | -15.3% | 6.470% | |
1/12/2024 | Willis Johnson & Associates Inc. | 386,910 | $7.06M | 0.6% | N/A | 1.573% | |
1/12/2024 | CX Institutional | 593,253 | $10.83M | 0.6% | -56.2% | 2.412% | |
1/12/2024 | Westside Investment Management Inc. | 26,157 | $477K | 0.1% | N/A | 0.106% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 10,960 | $200K | 0.0% | N/A | 0.045% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 281,812 | $5.14M | 0.5% | -31.3% | 1.146% | |
1/11/2024 | FOCUS Wealth Advisors LLC | 26,781 | $489K | 0.3% | -16.6% | 0.109% | |
1/11/2024 | Ausdal Financial Partners Inc. | 39,128 | $714K | 0.1% | -11.0% | 0.159% | |
1/11/2024 | Raymond James Trust N.A. | 22,531 | $411K | 0.0% | N/A | 0.092% | |
1/9/2024 | Collective Family Office LLC | 11,300 | $206K | 0.1% | N/A | 0.046% | |
1/9/2024 | Versant Capital Management Inc | 3,488 | $64K | 0.0% | +171.0% | 0.014% | |
1/8/2024 | Bartlett & Co. LLC | 66,710 | $1.21M | 0.0% | -8.9% | 0.271% | |
1/4/2024 | Arden Trust Co | 135,655 | $2.48M | 0.4% | +29.4% | 0.551% | |
11/16/2023 | Elmwood Wealth Management Inc. | 180,551 | $3.02M | 1.5% | N/A | 0.734% | |
11/15/2023 | Townsquare Capital LLC | 313,125 | $5.23M | 0.1% | N/A | 1.273% | |
11/15/2023 | Baker Avenue Asset Management LP | 51,552 | $861K | 0.0% | +43.8% | 0.210% | |
11/14/2023 | Brown Wealth Management LLC | 313,125 | $5.23M | 2.5% | N/A | 1.273% | |
11/14/2023 | Rehmann Capital Advisory Group | 14,572 | $243K | 0.0% | +5.4% | 0.059% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 7,270 | $121K | 0.0% | N/A | 0.030% | |
11/13/2023 | West Michigan Advisors LLC | 15,410 | $258K | 0.1% | +4.3% | 0.063% | |
11/13/2023 | Stifel Financial Corp | 123,887 | $2.07M | 0.0% | -5.3% | 0.504% | |
11/13/2023 | LPL Financial LLC | 262,517 | $4.39M | 0.0% | -64.9% | 1.067% | |
11/13/2023 | Envestnet Asset Management Inc. | 482,701 | $8.07M | 0.0% | +10.4% | 1.962% | |
11/13/2023 | Kestra Advisory Services LLC | 26,101 | $436K | 0.0% | N/A | 0.106% | |
11/9/2023 | UBS Group AG | 396,637 | $6.63M | 0.0% | +9.5% | 1.612% | |
11/8/2023 | Ausdal Financial Partners Inc. | 43,966 | $735K | 0.1% | -9.6% | 0.179% | |
11/8/2023 | HighTower Advisors LLC | 182,408 | $3.05M | 0.0% | +819.1% | 0.741% | |
11/8/2023 | Janney Montgomery Scott LLC | 30,394 | $508K | 0.0% | -32.9% | 0.124% | |
11/8/2023 | Avantax Advisory Services Inc. | 18,298 | $306K | 0.0% | N/A | 0.074% | |
11/7/2023 | ABLE Financial Group LLC | 460,622 | $7.70M | 3.8% | +19.5% | 1.872% | |
11/7/2023 | Hedeker Wealth LLC | 68,960 | $1.15M | 0.4% | +13.0% | 0.280% | |
11/6/2023 | Aveo Capital Partners LLC | 246,807 | $4.12M | 0.5% | -13.0% | 1.003% | |
11/2/2023 | Estate Counselors LLC | 17,570 | $294K | 0.0% | -87.7% | 0.071% | |
10/31/2023 | McAdam LLC | 143,765 | $2.40M | 0.2% | -0.9% | 0.584% | |
10/31/2023 | Allworth Financial LP | 52,389 | $875K | 0.0% | -33.8% | 0.213% | |
10/31/2023 | Manhattan West Asset Management LLC | 321,573 | $5.24M | 1.6% | +57.0% | 1.307% | |
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10/27/2023 | Hennion & Walsh Asset Management Inc. | 353,224 | $5.90M | 0.4% | +0.2% | 1.436% | |
10/27/2023 | Financial Advocates Investment Management | 16,125 | $268K | 0.0% | -13.1% | 0.066% | |
10/27/2023 | AlphaQ Advisors LLC | 42,647 | $713K | 0.6% | -26.9% | 0.173% | |
10/24/2023 | Bank of New York Mellon Corp | 1,449,861 | $24.23M | 0.0% | +69.4% | 5.894% | |
10/24/2023 | Foster & Motley Inc. | 20,199 | $338K | 0.0% | +9.2% | 0.082% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 569,344 | $9.51M | 0.0% | +42.0% | 2.314% | |
10/24/2023 | Raymond James & Associates | 1,878,816 | $31.40M | 0.0% | +18.0% | 7.637% | |
10/23/2023 | Commonwealth Equity Services LLC | 41,033 | $686K | 0.0% | +2.5% | 0.167% | |
10/18/2023 | CX Institutional | 1,355,005 | $22.64M | 1.2% | +189.9% | 5.508% | |
10/18/2023 | Private Trust Co. NA | 3,884 | $65K | 0.0% | +309.3% | 0.016% | |