8/21/2023 | Osaic Holdings Inc. | 57,925 | $5.03M | 0.0% | +18.2% | 0.224% | |
8/17/2023 | Orion Portfolio Solutions LLC | 5,537 | $0.48M | 0.0% | N/A | 0.021% | |
8/15/2023 | Wells Fargo & Company MN | 216,437 | $18.85M | 0.0% | +36.2% | 0.836% | |
8/15/2023 | Centaurus Financial Inc. | 10,444 | $0.91M | 0.1% | N/A | 0.040% | |
8/15/2023 | Goldman Sachs Group Inc. | 45,702 | $3.98M | 0.0% | N/A | 0.177% | |
8/15/2023 | Harbour Investments Inc. | 136,600 | $11.89M | 0.6% | +18.6% | 0.528% | |
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8/15/2023 | Captrust Financial Advisors | 19,687 | $1.71M | 0.0% | -22.9% | 0.076% | |
8/15/2023 | Royal Bank of Canada | 187,489 | $16.32M | 0.0% | +70.7% | 0.724% | |
8/15/2023 | Stifel Financial Corp | 23,378 | $2.04M | 0.0% | +111.7% | 0.090% | |
8/15/2023 | Hilltop Holdings Inc. | 34,371 | $2.99M | 0.4% | -37.0% | 0.133% | |
8/14/2023 | Orion Portfolio Solutions LLC | 5,537 | $0.48M | 0.0% | N/A | 0.021% | |
8/14/2023 | Guidance Capital Inc. | 3,245 | $0.25M | 0.1% | N/A | 0.013% | |
8/14/2023 | IFP Advisors Inc | 4,954 | $0.43M | 0.0% | +16.5% | 0.019% | |
8/14/2023 | Tower Research Capital LLC TRC | 857 | $75K | 0.0% | N/A | 0.003% | |
8/14/2023 | MML Investors Services LLC | 189,849 | $16.53M | 0.1% | +299.9% | 0.734% | |
8/11/2023 | BlackRock Inc. | 78,968 | $6.88M | 0.0% | +2,632,166.7% | 0.305% | |
8/11/2023 | Kestra Advisory Services LLC | 18,368 | $1.60M | 0.0% | -6.9% | 0.071% | |
8/11/2023 | JPMorgan Chase & Co. | 7,425 | $0.65M | 0.0% | +191.1% | 0.029% | |
8/11/2023 | PNC Financial Services Group Inc. | 136,947 | $11.92M | 0.0% | +64.3% | 0.529% | |
8/11/2023 | Northern Trust Corp | 19,500 | $1.70M | 0.0% | -2.7% | 0.075% | |
8/10/2023 | MetLife Investment Management LLC | 55,522 | $4.83M | 0.0% | -30.1% | 0.215% | |
8/10/2023 | Osaic Holdings Inc. | 57,925 | $5.03M | 0.0% | +18.2% | 0.224% | |
8/10/2023 | AMJ Financial Wealth Management | 116,871 | $10.18M | 4.5% | N/A | 0.452% | |
8/10/2023 | GeoWealth Management LLC | 4,425 | $0.39M | 0.0% | N/A | 0.017% | |
8/10/2023 | Commonwealth Equity Services LLC | 92,570 | $8.06M | 0.0% | +39.4% | 0.358% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 1,800 | $0.16M | 0.0% | N/A | 0.007% | |
8/10/2023 | US Bancorp DE | 500 | $44K | 0.0% | N/A | 0.002% | |
8/10/2023 | Moors & Cabot Inc. | 3,788 | $0.33M | 0.0% | +22.9% | 0.015% | |
8/10/2023 | Cetera Advisors LLC | 12,452 | $1.08M | 0.0% | +36.3% | 0.048% | |
8/10/2023 | Cetera Advisor Networks LLC | 18,147 | $1.58M | 0.0% | N/A | 0.070% | |
8/10/2023 | Cetera Investment Advisers | 5,283 | $0.46M | 0.0% | +14.9% | 0.020% | |
8/9/2023 | Altfest L J & Co. Inc. | 55,871 | $4.87M | 0.7% | +156.1% | 0.216% | |
8/9/2023 | Coastal Investment Advisors Inc. | 1,485 | $0.13M | 0.0% | N/A | 0.006% | |
8/8/2023 | Aveo Capital Partners LLC | 4,881 | $0.43M | 0.1% | -15.7% | 0.019% | |
8/8/2023 | Sepio Capital LP | 15,889 | $1.38M | 0.1% | +97.0% | 0.061% | |
8/7/2023 | Vestmark Advisory Solutions Inc. | 3,172 | $0.28M | 0.0% | N/A | 0.012% | |
8/4/2023 | Envestnet Asset Management Inc. | 217,295 | $18.92M | 0.0% | +269.9% | 0.840% | |
8/4/2023 | Main Street Financial Solutions LLC | 2,370 | $0.21M | 0.0% | -23.6% | 0.009% | |
8/4/2023 | Choreo LLC | 45,537 | $3.97M | 0.1% | -1.5% | 0.176% | |
8/4/2023 | IFP Advisors Inc | 4,954 | $0.56M | 0.0% | +16.5% | 0.019% | |
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8/3/2023 | Atria Wealth Solutions Inc. | 102,915 | $8.96M | 0.1% | +118.3% | 0.398% | |
8/3/2023 | Headlands Technologies LLC | 361 | $31K | 0.0% | N/A | 0.001% | |
8/3/2023 | Advanced Research Investment Solutions LLC | 17,851 | $1.55M | 0.9% | +3.3% | 0.069% | |
8/3/2023 | Scotia Capital Inc. | 9,039 | $0.79M | 0.0% | N/A | 0.035% | |
8/3/2023 | Avidian Wealth Solutions LLC | 5,194 | $0.45M | 0.0% | -14.0% | 0.020% | |
8/3/2023 | Great Lakes Retirement Inc. | 19,888 | $1.73M | 0.3% | N/A | 0.077% | |
8/3/2023 | Oppenheimer & Co. Inc. | 5,930 | $0.52M | 0.0% | N/A | 0.023% | |
8/2/2023 | Bank of Montreal Can | 1,278 | $0.11M | 0.0% | N/A | 0.006% | |
8/2/2023 | Sigma Planning Corp | 6,913 | $0.60M | 0.0% | N/A | 0.033% | |
8/1/2023 | RiverFront Investment Group LLC | 311,414 | $27.11M | 0.9% | N/A | 1.486% | |
8/1/2023 | Madison Asset Management LLC | 143,454 | $12.49M | 0.2% | -54.0% | 0.685% | |
8/1/2023 | Truist Financial Corp | 45,318 | $3.95M | 0.0% | N/A | 0.216% | |
8/1/2023 | Merit Financial Group LLC | 20,852 | $1.82M | 0.1% | N/A | 0.100% | |
7/31/2023 | LPL Financial LLC | 119,793 | $10.43M | 0.0% | -35.4% | 0.572% | |
7/31/2023 | Mutual Advisors LLC | 2,408 | $0.21M | 0.0% | N/A | 0.011% | |
7/28/2023 | Koshinski Asset Management Inc. | 8,486 | $0.74M | 0.1% | N/A | 0.041% | |
7/28/2023 | China Universal Asset Management Co. Ltd. | 37,709 | $3.28M | 1.0% | N/A | 0.180% | |
7/28/2023 | Capital Investment Advisory Services LLC | 1,143 | $100K | 0.0% | +27.6% | 0.005% | |
7/27/2023 | Cyndeo Wealth Partners LLC | 161,611 | $14.07M | 1.5% | N/A | 0.771% | |
7/27/2023 | North Ridge Wealth Advisors Inc. | 86,564 | $7.54M | 7.2% | +9.2% | 0.413% | |
7/26/2023 | Janney Montgomery Scott LLC | 108,358 | $9.44M | 0.0% | -3.7% | 0.517% | |
7/26/2023 | Raub Brock Capital Management LP | 8,770 | $0.76M | 0.1% | N/A | 0.042% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 44,543 | $3.88M | 0.0% | +207.1% | 0.213% | |
7/25/2023 | Raymond James & Associates | 151,589 | $13.20M | 0.0% | +85.4% | 0.724% | |
7/24/2023 | Vontobel Holding Ltd. | 4,021 | $0.35M | 0.0% | N/A | 0.019% | |
7/24/2023 | Source Financial Advisors LLC | 4,080 | $0.36M | 0.1% | N/A | 0.019% | |
7/24/2023 | Fermata Advisors LLC | 55,346 | $4.82M | 4.4% | -0.4% | 0.264% | |
7/24/2023 | Dfpg Investments LLC | 137,080 | $11.83M | 1.1% | -18.8% | 0.654% | |
7/24/2023 | Accel Wealth Management | 14,612 | $1.27M | 0.7% | +1,127.9% | 0.070% | |
7/24/2023 | Newport Capital Group LLC | 2,366 | $0.21M | 0.1% | N/A | 0.011% | |
7/24/2023 | OmniStar Financial Group Inc. | 2,447 | $0.21M | 0.3% | N/A | 0.012% | |
7/21/2023 | Wealth Enhancement Advisory Services LLC | 4,453 | $0.39M | 0.0% | N/A | 0.021% | |
7/21/2023 | Capital Wealth Alliance LLC | 5,576 | $0.49M | 0.4% | N/A | 0.027% | |
7/21/2023 | RHS Financial LLC | 2,920 | $0.25M | 0.2% | -9.0% | 0.014% | |
7/21/2023 | Newbridge Financial Services Group Inc. | 2,733 | $0.24M | 0.1% | +5,056.6% | 0.013% | |
7/20/2023 | Authentikos Wealth Advisory LLC | 2,921 | $0.25M | 0.2% | N/A | 0.014% | |
7/20/2023 | Clarity Financial LLC | 8,219 | $0.72M | 0.1% | N/A | 0.039% | |
7/19/2023 | Heartwood Wealth Advisors LLC | 43,800 | $3.81M | 0.5% | +13.7% | 0.209% | |
7/18/2023 | Fortis Group Advisors LLC | 11,774 | $1.03M | 0.3% | -79.7% | 0.056% | |
7/17/2023 | Bridge Advisory LLC | 110,080 | $9.59M | 3.5% | -1.5% | 0.525% | |
7/17/2023 | Marshall Financial Group LLC | 67,742 | $5.90M | 2.0% | -2.8% | 0.323% | |
7/17/2023 | Leading Edge Financial Planning LLC | 3,074 | $0.27M | 0.2% | +8.8% | 0.015% | |
7/17/2023 | Clear Creek Financial Management LLC | 48,126 | $4.19M | 0.7% | -3.1% | 0.230% | |
7/14/2023 | Drive Wealth Management LLC | 11,108 | $0.97M | 0.4% | +3.1% | 0.053% | |
7/14/2023 | Gilman Hill Asset Management LLC | 10,475 | $0.91M | 0.2% | +31.3% | 0.050% | |
7/14/2023 | Aries Wealth Management | 14,077 | $1.23M | 0.5% | +14.0% | 0.067% | |
7/14/2023 | Fluent Financial LLC | 95,315 | $8.30M | 5.4% | N/A | 0.455% | |
7/14/2023 | Tectonic Advisors LLC | 36,016 | $3.14M | 0.4% | +6.1% | 0.172% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 231,545 | $20.16M | 0.1% | +520.7% | 1.105% | |
7/11/2023 | Worth Asset Management LLC | 1,867 | $0.16M | 0.1% | +164.4% | 0.009% | |
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7/10/2023 | B.O.S.S. Retirement Advisors LLC | 10,757 | $0.94M | 0.2% | N/A | 0.051% | |
7/10/2023 | AE Wealth Management LLC | 348,471 | $30.34M | 0.2% | +166.2% | 1.663% | |
7/7/2023 | Legacy Private Trust Co. | 209,654 | $18.26M | 1.5% | +62.1% | 1.001% | |
5/26/2023 | Fortis Group Advisors LLC | 58,038 | $5.22M | 1.6% | N/A | 0.277% | |
5/24/2023 | Verity Asset Management Inc. | 2,924 | $0.27M | 0.2% | N/A | 0.014% | |
5/23/2023 | Toroso Investments LLC | 155,382 | $14.07M | 0.5% | N/A | 0.742% | |
5/22/2023 | Ameriprise Financial Inc. | 242,063 | $21.92M | 0.0% | -0.4% | 1.155% | |
5/22/2023 | American Trust | 7,756 | $0.25M | 0.0% | -24.5% | 0.037% | |
5/18/2023 | JPMorgan Chase & Co. | 2,551 | $0.23M | 0.0% | +54.9% | 0.012% | |
5/17/2023 | Advisory Services Network LLC | 48,871 | $4.43M | 0.1% | +84.7% | 0.233% | |