11/21/2023 | Comerica Bank | 3,985 | $0.20M | 0.0% | N/A | 0.029% | |
11/16/2023 | Creative Planning | 5,770 | $0.29M | 0.0% | -13.1% | 0.042% | |
11/16/2023 | Morgan Stanley | 477,640 | $24.24M | 0.0% | -1.5% | 3.436% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 87,758 | $4.45M | 0.0% | +70.2% | 0.631% | |
11/15/2023 | Theory Financial LLC | 70,118 | $3.56M | 2.1% | -4.0% | 0.504% | |
11/15/2023 | Royal Bank of Canada | 133,957 | $6.80M | 0.0% | -12.7% | 0.964% | |
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11/15/2023 | Laurel Wealth Advisors LLC | 6,284 | $0.32M | 0.1% | -3.1% | 0.045% | |
11/15/2023 | Ameriprise Financial Inc. | 39,819 | $2.02M | 0.0% | +3.9% | 0.286% | |
11/15/2023 | Truist Financial Corp | 562,728 | $28.55M | 0.0% | -10.3% | 4.048% | |
11/14/2023 | Qube Research & Technologies Ltd | 3,997 | $0.20M | 0.0% | +1,684.4% | 0.029% | |
11/14/2023 | Synovus Financial Corp | 120,219 | $6.10M | 0.1% | +109.5% | 0.865% | |
11/14/2023 | Mather Group LLC. | 56,267 | $2.86M | 0.1% | +1.9% | 0.405% | |
11/13/2023 | Stifel Financial Corp | 5,609 | $0.29M | 0.0% | -53.4% | 0.040% | |
11/13/2023 | LPL Financial LLC | 116,638 | $5.92M | 0.0% | +1.3% | 0.839% | |
11/13/2023 | FMR LLC | 2,687 | $0.14M | 0.0% | +269.1% | 0.019% | |
11/13/2023 | Envestnet Asset Management Inc. | 151,456 | $7.69M | 0.0% | -19.7% | 1.090% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 5,664 | $0.29M | 0.0% | N/A | 0.041% | |
11/13/2023 | Kestra Advisory Services LLC | 36,952 | $1.88M | 0.0% | -47.0% | 0.266% | |
11/9/2023 | Citigroup Inc. | 643 | $33K | 0.0% | N/A | 0.005% | |
11/9/2023 | UBS Group AG | 1,007,468 | $51.12M | 0.0% | +35.2% | 7.248% | |
11/8/2023 | HighTower Advisors LLC | 203,607 | $10.33M | 0.0% | +1.5% | 1.465% | |
11/8/2023 | Janney Montgomery Scott LLC | 26,826 | $1.36M | 0.0% | +65.2% | 0.193% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 141,736 | $7.19M | 0.0% | -5.6% | 1.020% | |
11/8/2023 | Avantax Advisory Services Inc. | 5,286 | $0.27M | 0.0% | +8.7% | 0.038% | |
11/6/2023 | Wealthspire Advisors LLC | 7,195 | $0.37M | 0.0% | -5.0% | 0.052% | |
11/6/2023 | Breakwater Capital Group | 66,189 | $3.18M | 1.1% | +17.2% | 0.476% | |
11/3/2023 | Private Advisor Group LLC | 133,484 | $6.77M | 0.1% | +5.8% | 0.960% | |
11/1/2023 | Investors Research Corp | 22,970 | $1.17M | 0.3% | -2.0% | 0.165% | |
10/30/2023 | Win Advisors Inc. | 227,807 | $11.56M | 5.7% | N/A | 1.639% | |
10/26/2023 | CENTRAL TRUST Co | 24,516 | $1.24M | 0.0% | -26.2% | 0.176% | |
10/26/2023 | 3D L Capital Management LLC | 369,398 | $18.74M | 6.1% | -8.6% | 2.658% | |
10/26/2023 | GPS Wealth Strategies Group LLC | 14,308 | $0.73M | 0.1% | -5.1% | 0.103% | |
10/24/2023 | Clearwater Capital Advisors LLC | 147,783 | $7.50M | 0.9% | -0.3% | 1.063% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 434,512 | $22.05M | 0.0% | +3.2% | 3.126% | |
10/24/2023 | Raymond James & Associates | 23,997 | $1.22M | 0.0% | -1.8% | 0.173% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 80,185 | $4.07M | 0.0% | -0.7% | 0.577% | |
10/23/2023 | Vicus Capital | 9,632 | $0.49M | 0.1% | -14.5% | 0.069% | |
10/23/2023 | Commonwealth Equity Services LLC | 29,097 | $1.48M | 0.0% | +3.1% | 0.209% | |
10/17/2023 | Lauer Wealth LLC | 89,570 | $4.47M | 4.8% | +3.1% | 0.644% | |
10/17/2023 | GHP Investment Advisors Inc. | 46,992 | $2.31M | 0.1% | -2.1% | 0.338% | |
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10/17/2023 | DAVENPORT & Co LLC | 387,262 | $19.65M | 0.1% | +8.4% | 2.786% | |
10/13/2023 | PSI Advisors LLC | 8,543 | $0.43M | 0.2% | -3.9% | 0.061% | |
10/13/2023 | Great Point Wealth Advisors LLC | 177,990 | $9.03M | 2.7% | -3.7% | 1.281% | |
10/12/2023 | Oxler Private Wealth LLC | 15,061 | $0.76M | 0.4% | -3.3% | 0.108% | |
10/12/2023 | Hibernia Wealth Partners LLC | 14,813 | $0.75M | 0.6% | N/A | 0.107% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 2,370 | $0.12M | 0.1% | N/A | 0.017% | |
8/21/2023 | Osaic Holdings Inc. | 69,803 | $3.70M | 0.0% | -13.1% | 0.502% | |
8/17/2023 | Vicus Capital | 11,263 | $0.60M | 0.1% | -8.8% | 0.081% | |
8/17/2023 | Imprint Wealth LLC | 38,728 | $3.87M | 0.2% | N/A | 0.279% | |
8/15/2023 | Equitable Holdings Inc. | 78,629 | $4.16M | 0.1% | +16.7% | 0.566% | |
8/15/2023 | Imprint Wealth LLC | 38,728 | $3.87M | 0.0% | N/A | 0.279% | |
8/15/2023 | Wells Fargo & Company MN | 115,184 | $6.10M | 0.0% | -15.6% | 0.829% | |
8/15/2023 | CM Wealth Advisors LLC | 34,771 | $1.92M | 0.6% | N/A | 0.250% | |
8/15/2023 | Raymond James Trust N.A. | 5,898 | $0.31M | 0.0% | +7.9% | 0.042% | |
8/15/2023 | Royal Bank of Canada | 153,530 | $8.13M | 0.0% | +26.7% | 1.105% | |
8/15/2023 | Stifel Financial Corp | 12,042 | $0.64M | 0.0% | +5.0% | 0.087% | |
8/15/2023 | Citadel Advisors LLC | 8,168 | $0.43M | 0.0% | -84.4% | 0.059% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 51,570 | $2.73M | 0.0% | -39.3% | 0.371% | |
8/14/2023 | Investors Research Corp | 23,434 | $1.24M | 0.3% | -2.6% | 0.169% | |
8/11/2023 | Baird Financial Group Inc. | 218,251 | $11.55M | 0.0% | +3.7% | 1.570% | |
8/11/2023 | Kestra Advisory Services LLC | 69,718 | $3.69M | 0.0% | -32.1% | 0.502% | |
8/10/2023 | Osaic Holdings Inc. | 69,803 | $3.70M | 0.0% | -13.1% | 0.502% | |
8/10/2023 | Commonwealth Equity Services LLC | 28,231 | $1.50M | 0.0% | +1.3% | 0.203% | |
8/10/2023 | Private Advisor Group LLC | 126,110 | $6.69M | 0.1% | +198.9% | 0.907% | |
8/10/2023 | Cetera Advisors LLC | 124,857 | $6.61M | 0.1% | +1.9% | 0.898% | |
8/10/2023 | Cetera Advisor Networks LLC | 10,116 | $0.54M | 0.0% | +5.0% | 0.073% | |
8/10/2023 | Oxler Private Wealth LLC | 15,581 | $0.83M | 0.4% | -59.3% | 0.112% | |
8/10/2023 | Cetera Investment Advisers | 38,877 | $2.06M | 0.0% | N/A | 0.280% | |
8/8/2023 | Synovus Financial Corp | 57,381 | $3.04M | 0.0% | +6.9% | 0.413% | |
8/8/2023 | 3D L Capital Management LLC | 404,101 | $21.39M | 6.2% | -9.0% | 2.907% | |
8/8/2023 | Theory Financial LLC | 73,045 | $3.87M | 2.2% | +3.5% | 0.526% | |
8/7/2023 | Insight Advisors LLC PA | 4,919 | $0.26M | 0.1% | -49.4% | 0.035% | |
8/4/2023 | Envestnet Asset Management Inc. | 188,704 | $9.99M | 0.0% | -8.2% | 1.358% | |
8/3/2023 | Northwest Capital Management Inc | 510 | $27K | 0.0% | N/A | 0.004% | |
8/3/2023 | CWM LLC | 510 | $27K | 0.0% | +70.0% | 0.004% | |
8/3/2023 | Lauer Wealth LLC | 86,869 | $4.74M | 4.9% | +3.6% | 0.625% | |
8/3/2023 | NewSquare Capital LLC | 31,885 | $1.69M | 0.2% | +1.5% | 0.229% | |
8/3/2023 | McKinley Carter Wealth Services Inc. | 4,364 | $0.23M | 0.0% | -13.1% | 0.031% | |
8/2/2023 | Great Point Wealth Advisors LLC | 184,800 | $9.78M | 2.9% | -4.8% | 1.329% | |
8/1/2023 | Truist Financial Corp | 627,206 | $33.20M | 0.1% | -3.6% | 4.512% | |
7/31/2023 | LPL Financial LLC | 115,173 | $6.10M | 0.0% | -4.8% | 0.829% | |
7/28/2023 | First Republic Investment Management Inc. | 150,159 | $7.95M | 0.0% | -9.8% | 1.080% | |
7/27/2023 | Capital Management Corp VA | 4,334 | $0.23M | 0.0% | N/A | 0.031% | |
7/26/2023 | CENTRAL TRUST Co | 33,203 | $1.76M | 0.0% | -65.2% | 0.239% | |
7/26/2023 | Janney Montgomery Scott LLC | 16,240 | $0.86M | 0.0% | +56.1% | 0.117% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 421,118 | $22.29M | 0.0% | -5.0% | 3.030% | |
7/25/2023 | Raymond James & Associates | 24,439 | $1.29M | 0.0% | -2.0% | 0.176% | |
7/24/2023 | Breakwater Capital Group | 56,497 | $2.99M | 1.1% | +19.5% | 0.406% | |
7/21/2023 | PSI Advisors LLC | 8,892 | $0.47M | 0.2% | -4.9% | 0.064% | |
7/20/2023 | DAVENPORT & Co LLC | 357,207 | $18.91M | 0.1% | -4.8% | 2.570% | |
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7/18/2023 | Culbertson A N & Co. Inc. | 47,770 | $2.53M | 0.5% | -2.1% | 0.344% | |
7/18/2023 | Stratos Wealth Partners LTD. | 6,948 | $0.37M | 0.0% | N/A | 0.050% | |
7/17/2023 | GPS Wealth Strategies Group LLC | 15,072 | $0.80M | 0.1% | +5.9% | 0.108% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 80,779 | $4.28M | 0.0% | -4.9% | 0.581% | |
7/12/2023 | Pacific Sun Financial Corp | 11,320 | $0.56M | 0.4% | N/A | 0.081% | |
7/10/2023 | Sound Income Strategies LLC | 545 | $29K | 0.0% | N/A | 0.004% | |
7/7/2023 | RVW Wealth LLC | 20,783 | $1.10M | 0.1% | -3.8% | 0.150% | |
5/22/2023 | Ameriprise Financial Inc. | 56,555 | $2.81M | 0.0% | +101.4% | 0.398% | |
5/17/2023 | Advisory Services Network LLC | 1,363 | $68K | 0.0% | N/A | 0.010% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 84,927 | $4.22M | 0.0% | -5.5% | 0.598% | |