4/18/2024 | Iams Wealth Management LLC | 26,508 | $1.42M | 0.9% | +1.7% | 0.356% | |
4/16/2024 | OneAscent Financial Services LLC | 21,984 | $1.23M | 0.1% | +19.2% | 0.295% | |
4/16/2024 | Towerpoint Wealth LLC | 26,965 | $1.51M | 0.8% | +2.6% | 0.362% | |
4/15/2024 | Flagstar Advisors Inc. | 8,345 | $468K | 0.1% | +2.9% | 0.112% | |
4/11/2024 | SignalPoint Asset Management LLC | 45,271 | $2.54M | 0.7% | -25.8% | 0.608% | |
4/10/2024 | Park Avenue Securities LLC | 21,397 | $1.20M | 0.0% | +4.1% | 0.288% | |
|
4/5/2024 | NBC Securities Inc. | 15,836 | $888K | 0.1% | -19.3% | 0.207% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 12,625 | $663K | 0.0% | -26.3% | 0.165% | |
3/4/2024 | Tucker Asset Management LLC | 648 | $34K | 0.0% | -39.4% | 0.008% | |
2/16/2024 | Harbour Investments Inc. | 7,423 | $390K | 0.0% | +3.9% | 0.097% | |
2/15/2024 | GTS Securities LLC | 22,930 | $1.20M | 0.0% | N/A | 0.300% | |
2/15/2024 | OLD Mission Capital LLC | 7,077 | $372K | 0.0% | -19.1% | 0.093% | |
2/15/2024 | Citadel Advisors LLC | 133,641 | $7.02M | 0.0% | +81.4% | 1.749% | |
2/15/2024 | Comerica Bank | 20,119 | $1.06M | 0.0% | -11.9% | 0.263% | |
2/14/2024 | Royal Bank of Canada | 187,398 | $9.84M | 0.0% | -11.8% | 2.453% | |
2/14/2024 | Kestra Advisory Services LLC | 17,609 | $925K | 0.0% | -52.9% | 0.230% | |
2/13/2024 | Envestnet Asset Management Inc. | 494,638 | $25.97M | 0.0% | -1.9% | 6.474% | |
2/13/2024 | Cetera Advisor Networks LLC | 37,599 | $1.97M | 0.0% | -6.4% | 0.492% | |
2/13/2024 | First Trust Advisors LP | 58,621 | $3.08M | 0.0% | +357.5% | 0.767% | |
2/12/2024 | StoneX Group Inc. | 24,607 | $1.29M | 0.2% | -6.9% | 0.322% | |
2/12/2024 | Stifel Financial Corp | 46,232 | $2.43M | 0.0% | -48.4% | 0.605% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 9,587 | $503K | 0.0% | -5.5% | 0.125% | |
2/9/2024 | Orion Portfolio Solutions LLC | 18,250 | $959K | 0.0% | +7.5% | 0.239% | |
2/9/2024 | US Bancorp DE | 1,357 | $71K | 0.0% | +52.8% | 0.018% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 64,935 | $3.41M | 0.0% | -32.7% | 0.850% | |
2/9/2024 | Assetmark Inc. | 60,988 | $3.20M | 0.0% | +50.2% | 0.798% | |
2/9/2024 | D.A. Davidson & CO. | 19,698 | $1.03M | 0.0% | -8.0% | 0.258% | |
2/9/2024 | Wells Fargo & Company MN | 376,873 | $19.79M | 0.0% | -24.9% | 4.933% | |
2/9/2024 | UBS Group AG | 145,200 | $7.62M | 0.0% | -10.0% | 1.901% | |
2/8/2024 | Kingsview Wealth Management LLC | 337,869 | $17.74M | 0.5% | +40.7% | 4.422% | |
2/8/2024 | Janney Montgomery Scott LLC | 14,493 | $761K | 0.0% | -19.5% | 0.190% | |
2/7/2024 | Avantax Advisory Services Inc. | 72,805 | $3.82M | 0.0% | -11.7% | 0.953% | |
2/7/2024 | NBC Securities Inc. | 19,624 | $1.03M | 0.1% | -4.8% | 0.257% | |
2/7/2024 | Iams Wealth Management LLC | 26,072 | $1.37M | 0.9% | -7.0% | 0.341% | |
2/7/2024 | Principal Securities Inc. | 2,092 | $110K | 0.0% | N/A | 0.027% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 7,976 | $419K | 0.0% | +39.8% | 0.104% | |
2/6/2024 | Petix & Botte Co | 3,972 | $209K | 0.1% | -18.5% | 0.052% | |
2/6/2024 | Apollon Wealth Management LLC | 38,891 | $2.04M | 0.1% | -7.2% | 0.509% | |
2/6/2024 | Private Advisor Group LLC | 20,229 | $1.06M | 0.0% | -2.5% | 0.265% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 16,440 | $863K | 0.0% | -84.2% | 0.215% | |
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2/6/2024 | Benjamin Edwards Inc. | 2,652 | $139K | 0.0% | +13.9% | 0.035% | |
2/5/2024 | Silver Oak Securities Incorporated | 17,014 | $893K | 0.1% | -10.0% | 0.223% | |
2/2/2024 | Truist Financial Corp | 77,277 | $4.06M | 0.0% | -3.5% | 1.011% | |
2/2/2024 | Atria Wealth Solutions Inc. | 31,628 | $1.66M | 0.0% | +7.9% | 0.414% | |
2/1/2024 | Element Wealth LLC | 4,848 | $255K | 0.2% | -5.1% | 0.063% | |
2/1/2024 | CWM LLC | 42,060 | $2.21M | 0.0% | -19.3% | 0.551% | |
1/30/2024 | SFI Advisors LLC | 17,855 | $938K | 0.8% | -1.6% | 0.234% | |
1/29/2024 | NewEdge Wealth LLC | 26,765 | $1.41M | 0.0% | -3.1% | 0.350% | |
1/25/2024 | International Assets Investment Management LLC | 29,773 | $1.56M | 0.0% | N/A | 0.390% | |
1/24/2024 | Stratos Wealth Partners LTD. | 20,182 | $1.06M | 0.0% | +1.9% | 0.264% | |
1/24/2024 | ABLE Financial Group LLC | 9,219 | $484K | 0.2% | -19.7% | 0.121% | |
1/24/2024 | International Assets Investment Management LLC | 29,773 | $1.56M | 0.0% | N/A | 0.390% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 4,337 | $228K | 0.1% | -39.4% | 0.057% | |
1/23/2024 | LVZ Inc. | 28,923 | $1.52M | 0.2% | -0.7% | 0.371% | |
1/23/2024 | Towerpoint Wealth LLC | 26,272 | $1.38M | 0.8% | -1.4% | 0.337% | |
1/19/2024 | Mainsail Financial Group LLC | 73,079 | $3.73M | 2.9% | +7.8% | 0.938% | |
1/19/2024 | Flagstar Advisors Inc. | 8,111 | $426K | 0.1% | +16.3% | 0.104% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 9,851 | $517K | 0.1% | N/A | 0.126% | |
1/17/2024 | SignalPoint Asset Management LLC | 61,024 | $3.20M | 0.9% | -1.8% | 0.783% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 159,349 | $8.37M | 0.0% | -14.2% | 2.046% | |
1/16/2024 | Raymond James & Associates | 25,830 | $1.36M | 0.0% | -5.8% | 0.332% | |
1/16/2024 | Wealthsource Partners LLC | 51,013 | $2.68M | 0.2% | -1.0% | 0.655% | |
1/11/2024 | OneAscent Financial Services LLC | 18,449 | $969K | 0.1% | +17.8% | 0.237% | |
1/9/2024 | IFP Advisors Inc | 27,897 | $1.47M | 0.1% | -33.9% | 0.358% | |
12/4/2023 | Tucker Asset Management LLC | 1,069 | $54K | 0.0% | +28.8% | 0.013% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 17,124 | $860K | 0.0% | +17.8% | 0.209% | |
11/21/2023 | Comerica Bank | 22,845 | $1.15M | 0.0% | N/A | 0.279% | |
11/20/2023 | Silver Oak Securities Incorporated | 18,901 | $950K | 0.2% | +383.0% | 0.231% | |
11/16/2023 | Harbour Investments Inc. | 7,144 | $359K | 0.0% | -14.4% | 0.087% | |
11/16/2023 | Morgan Stanley | 1,151,941 | $57.87M | 0.0% | -9.1% | 14.065% | |
11/15/2023 | Royal Bank of Canada | 212,575 | $10.68M | 0.0% | -6.6% | 2.596% | |
11/13/2023 | Stifel Financial Corp | 89,563 | $4.50M | 0.0% | +1.8% | 1.094% | |
11/13/2023 | LPL Financial LLC | 678,885 | $34.11M | 0.0% | -2.6% | 8.289% | |
11/13/2023 | Envestnet Asset Management Inc. | 504,121 | $25.33M | 0.0% | -5.1% | 6.155% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 30,952 | $1.56M | 0.0% | N/A | 0.378% | |
11/13/2023 | Wealthsource Partners LLC | 51,542 | $2.59M | 0.2% | +1.2% | 0.629% | |
11/13/2023 | Kestra Advisory Services LLC | 37,349 | $1.88M | 0.0% | -1.8% | 0.456% | |
11/9/2023 | UBS Group AG | 161,311 | $8.10M | 0.0% | -19.8% | 1.970% | |
11/8/2023 | D.A. Davidson & CO. | 21,407 | $1.08M | 0.0% | -26.1% | 0.261% | |
11/8/2023 | Janney Montgomery Scott LLC | 17,993 | $904K | 0.0% | -4.6% | 0.220% | |
11/8/2023 | Atria Wealth Solutions Inc. | 29,320 | $1.47M | 0.0% | +7.0% | 0.358% | |
11/8/2023 | NewEdge Wealth LLC | 27,610 | $1.39M | 0.0% | +14.3% | 0.337% | |
11/8/2023 | LVZ Inc. | 29,135 | $1.46M | 0.2% | +1.1% | 0.356% | |
11/8/2023 | Avantax Advisory Services Inc. | 82,425 | $4.14M | 0.0% | -11.8% | 1.006% | |
11/8/2023 | Kestra Private Wealth Services LLC | 9,120 | $458K | 0.0% | -16.4% | 0.111% | |
11/7/2023 | Kingsview Wealth Management LLC | 240,215 | $12.07M | 0.4% | +48.4% | 2.933% | |
11/7/2023 | Atria Investments Inc | 26,180 | $1.32M | 0.0% | +1.4% | 0.320% | |
11/6/2023 | Sigma Planning Corp | 6,091 | $306K | 0.0% | -17.5% | 0.074% | |
11/4/2023 | NBC Securities Inc. | 20,604 | $1.04M | 0.1% | N/A | 0.252% | |
11/3/2023 | Private Advisor Group LLC | 20,748 | $1.04M | 0.0% | -1.4% | 0.253% | |
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11/1/2023 | Orion Portfolio Solutions LLC | 16,981 | $853K | 0.0% | +24.8% | 0.207% | |
10/30/2023 | Mainsail Financial Group LLC | 67,790 | $3.36M | 3.0% | +3.3% | 0.828% | |
10/27/2023 | Assetmark Inc. | 40,594 | $2.04M | 0.0% | +104.8% | 0.481% | |
10/26/2023 | Park Avenue Securities LLC | 18,639 | $936K | 0.0% | +35.0% | 0.221% | |
10/24/2023 | Bank of New York Mellon Corp | 73,519 | $3.69M | 0.0% | +2.1% | 0.871% | |
10/24/2023 | Stratos Wealth Partners LTD. | 19,804 | $995K | 0.0% | -32.4% | 0.235% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 185,633 | $9.33M | 0.0% | -15.4% | 2.199% | |
10/24/2023 | Raymond James & Associates | 27,432 | $1.38M | 0.0% | -58.7% | 0.325% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 96,491 | $4.85M | 0.0% | -7.5% | 1.143% | |
10/23/2023 | Commonwealth Equity Services LLC | 76,948 | $3.87M | 0.0% | -26.5% | 0.912% | |