4/24/2024 | Dakota Wealth Management | 633,904 | $7.02M | 0.2% | +1.0% | 0.000% | |
4/23/2024 | Tyche Wealth Partners LLC | 157,950 | $1.75M | 0.4% | +7.3% | 0.000% | |
4/23/2024 | Summit Trail Advisors LLC | 16,532 | $184K | 0.0% | -9.7% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 443,112 | $4.91M | 0.0% | +8.9% | 0.000% | |
4/22/2024 | Drive Wealth Management LLC | 16,065 | $179K | 0.1% | -8.7% | 0.000% | |
4/22/2024 | Raymond James & Associates | 792,070 | $8.77M | 0.0% | -4.4% | 0.000% | |
|
4/22/2024 | Eagle Bluffs Wealth Management LLC | 353,981 | $3.94M | 2.4% | +4.8% | 0.000% | |
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 88,727 | $982K | 0.2% | +1.8% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,857,561 | $20.56M | 0.0% | +7.5% | 0.000% | |
4/18/2024 | Successful Portfolios LLC | 30,059 | $333K | 0.2% | +7.1% | 0.000% | |
4/18/2024 | Barry Investment Advisors LLC | 499,768 | $5.56M | 1.9% | -5.7% | 0.000% | |
4/18/2024 | Breakwater Capital Group | 47,655 | $528K | 0.1% | +5.2% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 1,503,293 | $16.64M | 0.9% | -4.6% | 0.000% | |
4/16/2024 | Toth Financial Advisory Corp | 23,468 | $260K | 0.0% | -7.8% | 0.000% | |
4/16/2024 | Occidental Asset Management LLC | 15,827 | $175K | 0.0% | +24.8% | 0.000% | |
4/16/2024 | Congress Park Capital LLC | 707,500 | $7.83M | 3.5% | +21.5% | 0.000% | |
4/12/2024 | Global Assets Advisory LLC | 10,167 | $113K | 0.0% | N/A | 0.000% | |
4/11/2024 | Integrated Capital Management Inc. | 27,184 | $301K | 0.2% | +36.8% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 220,863 | $2.45M | 0.0% | +3.4% | 0.000% | |
4/10/2024 | American National Bank | 4,605 | $51K | 0.0% | N/A | 0.000% | |
4/10/2024 | Compass Financial Group INC SD | 14,992 | $166K | 0.0% | -8.1% | 0.000% | |
4/4/2024 | Moody National Bank Trust Division | 13,397 | $148K | 0.0% | -22.0% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 19,250 | $212K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 542,337 | $5.97M | 0.0% | +31.1% | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 20,766 | $228K | 0.0% | -13.4% | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 5,573 | $61K | 0.0% | N/A | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 332,049 | $3.65M | 0.5% | -3.7% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 37,369 | $411K | 0.0% | N/A | 0.000% | |
2/16/2024 | Childress Capital Advisors LLC | 108,500 | $1.19M | 0.4% | +0.9% | 0.000% | |
2/15/2024 | Palogic Value Management L.P. | 109,274 | $1.20M | 0.5% | -35.1% | 0.000% | |
2/15/2024 | Cohen & Steers Inc. | 333,598 | $3.67M | 0.0% | +14.8% | 0.000% | |
2/14/2024 | PenderFund Capital Management Ltd. | 909,800 | $10.01M | 0.0% | +7.0% | 0.000% | |
2/14/2024 | Sollinda Capital Management LLC | 23,700 | $261K | 0.1% | N/A | 0.000% | |
2/13/2024 | Karpus Management Inc. | 23,657,938 | $260.24M | 7.9% | +14.6% | 0.000% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 107,671 | $1.18M | 0.1% | N/A | 0.000% | |
2/13/2024 | Wellspring Financial Advisors LLC | 55,047 | $606K | 0.0% | +33.8% | 0.000% | |
2/12/2024 | Relative Value Partners Group LLC | 401,194 | $4.41M | 0.3% | N/A | 0.000% | |
2/12/2024 | Evoke Wealth LLC | 146,689 | $1.61M | 0.0% | -5.6% | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 174,878 | $1.92M | 1.4% | N/A | 0.000% | |
2/12/2024 | Catalytic Wealth RIA LLC | 73,711 | $811K | 0.4% | N/A | 0.000% | |
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2/12/2024 | Weiss Asset Management LP | 119,066 | $1.31M | 0.1% | N/A | 0.000% | |
2/12/2024 | Stifel Financial Corp | 686,101 | $7.55M | 0.0% | +7.2% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 61,736 | $679K | 0.0% | -39.3% | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 23,089 | $254K | 0.0% | -57.5% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 154,863 | $1.70M | 0.0% | -5.3% | 0.000% | |
2/9/2024 | Barry Investment Advisors LLC | 530,009 | $5.83M | 2.0% | -5.3% | 0.000% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 677,551 | $7.45M | 0.6% | +489.3% | 0.000% | |
2/9/2024 | Kim LLC | 90,000 | $990K | 0.1% | N/A | 0.000% | |
2/9/2024 | Bard Financial Services Inc. | 71,250 | $784K | 0.1% | +39.0% | 0.000% | |
2/9/2024 | L.M. Kohn & Company | 10,670 | $117K | 0.0% | -47.0% | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 76,028 | $836K | 0.0% | +37.8% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 1,431,408 | $15.75M | 0.0% | +30.3% | 0.000% | |
2/9/2024 | UBS Group AG | 1,176,432 | $12.94M | 0.0% | -18.1% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 542,337 | $5.97M | 0.0% | +31.1% | 0.000% | |
2/8/2024 | TrinityPoint Wealth LLC | 119,952 | $1.32M | 0.2% | -14.1% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 1,070,997 | $11.75M | 4.2% | +11.4% | 0.000% | |
2/8/2024 | Tortoise Investment Management LLC | 301,321 | $3.31M | 0.4% | -12.6% | 0.000% | |
2/8/2024 | Fiera Capital Corp | 899,048 | $9.89M | 0.0% | N/A | 0.000% | |
2/8/2024 | Rock Point Advisors LLC | 42,120 | $463K | 0.1% | -4.5% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 191,060 | $2.10M | 0.0% | -10.2% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 12,220 | $134K | 0.0% | -31.6% | 0.000% | |
2/7/2024 | Ieq Capital LLC | 11,809 | $130K | 0.0% | -64.0% | 0.000% | |
2/7/2024 | JFS Wealth Advisors LLC | 4,045 | $44K | 0.0% | -98.1% | 0.000% | |
2/7/2024 | Wealthspire Advisors LLC | 17,665 | $194K | 0.0% | -8.1% | 0.000% | |
2/6/2024 | Peddock Capital Advisors LLC | 53,373 | $587K | 0.2% | N/A | 0.000% | |
2/6/2024 | Apollon Wealth Management LLC | 11,001 | $121K | 0.0% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 63,555 | $699K | 0.0% | -34.4% | 0.000% | |
2/6/2024 | Summit Trail Advisors LLC | 18,310 | $201K | 0.0% | -51.5% | 0.000% | |
2/6/2024 | Spire Wealth Management | 41,489 | $446K | 0.0% | -41.1% | 0.000% | |
2/6/2024 | Pointe Capital Management LLC | 17,475 | $192K | 0.1% | -37.7% | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 20,850 | $229K | 0.0% | +31.5% | 0.000% | |
2/6/2024 | Merit Financial Group LLC | 185,149 | $2.04M | 0.1% | N/A | 0.000% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 27,997 | $308K | 0.0% | +18.0% | 0.000% | |
2/6/2024 | Fisher Asset Management LLC | 20,766 | $228K | 0.0% | -13.4% | 0.000% | |
2/5/2024 | Savant Capital LLC | 165,166 | $1.82M | 0.0% | +2.2% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 27,643 | $304K | 0.0% | -3.3% | 0.000% | |
2/5/2024 | Van ECK Associates Corp | 1,732,147 | $19.05M | 0.0% | +13.9% | 0.000% | |
2/5/2024 | Choreo LLC | 24,014 | $264K | 0.0% | N/A | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 20,597 | $227K | 0.1% | N/A | 0.000% | |
2/2/2024 | Truist Financial Corp | 586,000 | $6.45M | 0.0% | -7.3% | 0.000% | |
2/1/2024 | Element Wealth LLC | 38,634 | $425K | 0.3% | -2.7% | 0.000% | |
2/1/2024 | RWA Wealth Partners LLC | 40,669 | $447K | 0.0% | -9.5% | 0.000% | |
2/1/2024 | Capital Investment Advisory Services LLC | 34,317 | $377K | 0.0% | +9.2% | 0.000% | |
2/1/2024 | Sigma Planning Corp | 11,052 | $122K | 0.0% | -54.5% | 0.000% | |
2/1/2024 | CWM LLC | 19,857 | $218K | 0.0% | +44.2% | 0.000% | |
1/31/2024 | J.W. Cole Advisors Inc. | 17,805 | $196K | 0.0% | N/A | 0.000% | |
1/30/2024 | Tyche Wealth Partners LLC | 147,188 | $1.62M | 0.4% | N/A | 0.000% | |
1/30/2024 | Avior Wealth Management LLC | 70,851 | $779K | 0.0% | -8.7% | 0.000% | |
1/30/2024 | Eagle Bluffs Wealth Management LLC | 337,694 | $3.72M | 2.5% | -21.8% | 0.000% | |
1/30/2024 | Dakota Wealth Management | 627,920 | $6.91M | 0.3% | +7.7% | 0.000% | |
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1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 14,511 | $160K | 0.0% | -18.4% | 0.000% | |
1/29/2024 | Altus Wealth Group LLC | 68,046 | $749K | 0.4% | -9.9% | 0.000% | |
1/29/2024 | Citizens National Bank Trust Department | 16,500 | $182K | 0.0% | -35.3% | 0.000% | |
1/29/2024 | First Personal Financial Services | 62,908 | $692K | 0.2% | +17.5% | 0.000% | |
1/29/2024 | Petra Financial Advisors Inc. | 131,144 | $1.44M | 1.2% | -2.2% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 19,346 | $212K | 0.0% | +5.4% | 0.000% | |
1/26/2024 | Toth Financial Advisory Corp | 25,457 | $280K | 0.0% | -10.1% | 0.000% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 4,000 | $44K | 0.0% | N/A | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 45,329 | $499K | 0.0% | +1,009.9% | 0.000% | |
1/24/2024 | Stratos Wealth Partners LTD. | 118,918 | $1.31M | 0.0% | -3.4% | 0.000% | |