4/16/2024 | Calton & Associates Inc. | 8,220 | $226K | 0.1% | N/A | 0.038% | |
4/15/2024 | Davis Investment Partners LLC | 112,959 | $3.20M | 1.4% | -4.7% | 0.523% | |
4/10/2024 | One Plus One Wealth Management LLC | 9,016 | $247K | 0.1% | -76.8% | 0.042% | |
3/1/2024 | Creekmur Asset Management LLC | 1,199 | $29K | 0.0% | N/A | 0.006% | |
3/1/2024 | Goldman Sachs Group Inc. | 24,173 | $587K | 0.0% | +120.7% | 0.112% | |
2/16/2024 | Harbour Investments Inc. | 16,563 | $402K | 0.0% | -4.6% | 0.077% | |
|
2/15/2024 | Baird Financial Group Inc. | 27,055 | $657K | 0.0% | -17.5% | 0.125% | |
2/15/2024 | Comerica Bank | 26,014 | $632K | 0.0% | -3.8% | 0.120% | |
2/14/2024 | Royal Bank of Canada | 113,471 | $2.76M | 0.0% | +1.5% | 0.525% | |
2/14/2024 | Kestra Advisory Services LLC | 44,859 | $1.09M | 0.0% | -11.6% | 0.208% | |
2/14/2024 | Creative Planning | 29,714 | $722K | 0.0% | -6.8% | 0.138% | |
2/13/2024 | Envestnet Asset Management Inc. | 48,906 | $1.19M | 0.0% | +4.8% | 0.226% | |
2/13/2024 | Cetera Advisor Networks LLC | 20,071 | $488K | 0.0% | +4.9% | 0.093% | |
2/13/2024 | Tower Research Capital LLC TRC | 91,932 | $2.23M | 0.0% | +91.7% | 0.426% | |
2/13/2024 | Goldman Sachs Group Inc. | 24,173 | $587K | 0.0% | +120.7% | 0.112% | |
2/13/2024 | Intrepid Financial Planning Group LLC | 13,408 | $326K | 0.2% | -5.5% | 0.062% | |
2/12/2024 | Bank of Nova Scotia | 43,480 | $1.06M | 0.0% | -1.6% | 0.201% | |
2/12/2024 | Stifel Financial Corp | 208,761 | $5.07M | 0.0% | -6.6% | 0.966% | |
2/9/2024 | Advisory Services Network LLC | 29,141 | $708K | 0.0% | +207.6% | 0.135% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 51,734 | $1.26M | 0.0% | -72.8% | 0.240% | |
2/9/2024 | Wells Fargo & Company MN | 300,832 | $7.31M | 0.0% | -18.5% | 1.393% | |
2/9/2024 | Paragon Private Wealth Management LLC | 9,283 | $225K | 0.2% | -29.7% | 0.043% | |
2/9/2024 | UBS Group AG | 936,065 | $22.74M | 0.0% | -0.5% | 4.334% | |
2/8/2024 | Main Street Financial Solutions LLC | 19,594 | $476K | 0.1% | -6.4% | 0.091% | |
2/7/2024 | Principal Securities Inc. | 26,731 | $649K | 0.0% | N/A | 0.124% | |
2/6/2024 | Fielder Capital Group LLC | 8,500 | $206K | 0.1% | N/A | 0.039% | |
2/6/2024 | Private Advisor Group LLC | 10,809 | $263K | 0.0% | +4.3% | 0.050% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 56,438 | $1.37M | 0.0% | +3.8% | 0.261% | |
2/6/2024 | Great Valley Advisor Group Inc. | 11,574 | $281K | 0.0% | -25.7% | 0.054% | |
2/2/2024 | Anfield Capital Management LLC | 91,697 | $2.23M | 1.2% | -43.9% | 0.425% | |
2/2/2024 | Simplex Trading LLC | 5,760 | $139K | 0.0% | N/A | 0.027% | |
2/2/2024 | Atria Wealth Solutions Inc. | 31,222 | $758K | 0.0% | -1.7% | 0.145% | |
1/31/2024 | J.W. Cole Advisors Inc. | 9,169 | $223K | 0.0% | N/A | 0.042% | |
1/30/2024 | PCG Wealth Advisors LLC | 58,165 | $1.41M | 0.8% | +3.9% | 0.269% | |
1/29/2024 | Consolidated Portfolio Review Corp | 9,339 | $227K | 0.1% | -12.7% | 0.043% | |
1/25/2024 | International Assets Investment Management LLC | 45,641 | $1.11M | 0.0% | N/A | 0.211% | |
1/24/2024 | Stratos Wealth Advisors LLC | 96,447 | $2.34M | 0.1% | -4.0% | 0.447% | |
1/24/2024 | International Assets Investment Management LLC | 45,641 | $1.11M | 0.0% | N/A | 0.211% | |
1/23/2024 | American Institute for Advanced Investment Management LLP | 10,164 | $247K | 0.2% | -8.3% | 0.047% | |
1/22/2024 | One Plus One Wealth Management LLC | 38,899 | $945K | 0.6% | +39.8% | 0.180% | |
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1/19/2024 | SFG Wealth Management LLC. | 39,743 | $965K | 0.6% | +4.8% | 0.184% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 158,872 | $3.86M | 0.0% | -29.6% | 0.736% | |
1/16/2024 | Raymond James & Associates | 429,939 | $10.44M | 0.0% | -6.6% | 1.990% | |
1/12/2024 | Financial Sense Advisors Inc. | 116,787 | $2.84M | 1.1% | +0.6% | 0.541% | |
1/12/2024 | Davis Investment Partners LLC | 118,558 | $2.86M | 1.4% | -0.5% | 0.549% | |
1/11/2024 | Raymond James Trust N.A. | 14,320 | $348K | 0.0% | -6.3% | 0.066% | |
11/21/2023 | Comerica Bank | 27,048 | $703K | 0.0% | N/A | 0.125% | |
11/21/2023 | Tompkins Financial Corp | 9,760 | $254K | 0.0% | -30.1% | 0.045% | |
11/16/2023 | Creative Planning | 31,894 | $829K | 0.0% | -4.0% | 0.148% | |
11/16/2023 | Harbour Investments Inc. | 17,361 | $451K | 0.0% | -26.3% | 0.080% | |
11/16/2023 | Morgan Stanley | 1,176,672 | $30.58M | 0.0% | -14.7% | 5.448% | |
11/15/2023 | Integrated Wealth Concepts LLC | 19,062 | $495K | 0.0% | N/A | 0.088% | |
11/15/2023 | Townsquare Capital LLC | 13,685 | $356K | 0.0% | N/A | 0.063% | |
11/15/2023 | Baker Avenue Asset Management LP | 51,174 | $1.33M | 0.1% | N/A | 0.237% | |
11/15/2023 | Royal Bank of Canada | 111,835 | $2.91M | 0.0% | +37.7% | 0.518% | |
11/15/2023 | Ameriprise Financial Inc. | 1,242,633 | $32.31M | 0.0% | +14.3% | 5.753% | |
11/14/2023 | Bank of Nova Scotia | 44,185 | $1.15M | 0.0% | +2.1% | 0.205% | |
11/14/2023 | Tower Research Capital LLC TRC | 47,957 | $1.25M | 0.0% | +17.4% | 0.222% | |
11/14/2023 | Qube Research & Technologies Ltd | 132,692 | $3.45M | 0.0% | +829.1% | 0.614% | |
11/14/2023 | Paragon Private Wealth Management LLC | 13,200 | $343K | 0.3% | -34.6% | 0.061% | |
11/13/2023 | Consolidated Portfolio Review Corp | 10,701 | $278K | 0.1% | -17.9% | 0.050% | |
11/13/2023 | Stifel Financial Corp | 223,480 | $5.81M | 0.0% | +1.1% | 1.035% | |
11/13/2023 | LPL Financial LLC | 512,532 | $13.32M | 0.0% | -2.8% | 2.373% | |
11/13/2023 | Envestnet Asset Management Inc. | 46,665 | $1.21M | 0.0% | -10.7% | 0.216% | |
11/13/2023 | Kestra Advisory Services LLC | 50,729 | $1.32M | 0.0% | +35.0% | 0.235% | |
11/9/2023 | UBS Group AG | 940,549 | $24.45M | 0.0% | -4.3% | 4.354% | |
11/8/2023 | Atria Wealth Solutions Inc. | 31,746 | $825K | 0.0% | +38.6% | 0.147% | |
11/8/2023 | Barometer Capital Management Inc. | 32,500 | $845K | 0.3% | -12.9% | 0.150% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 11,105 | $289K | 0.0% | N/A | 0.051% | |
11/8/2023 | Moors & Cabot Inc. | 22,550 | $586K | 0.0% | -13.8% | 0.104% | |
11/8/2023 | Oppenheimer & Co. Inc. | 7,947 | $207K | 0.0% | N/A | 0.037% | |
11/7/2023 | Great Valley Advisor Group Inc. | 15,583 | $405K | 0.0% | -48.8% | 0.072% | |
11/6/2023 | Anfield Capital Management LLC | 163,325 | $4.25M | 2.0% | -1.0% | 0.756% | |
11/3/2023 | Private Advisor Group LLC | 10,367 | $269K | 0.0% | -17.2% | 0.048% | |
11/3/2023 | Main Street Financial Solutions LLC | 20,944 | $544K | 0.1% | -5.9% | 0.097% | |
11/1/2023 | Csenge Advisory Group | 11,213 | $291K | 0.0% | -11.1% | 0.052% | |
11/1/2023 | Money Concepts Capital Corp | 70,151 | $1.82M | 0.2% | N/A | 0.325% | |
10/31/2023 | American Institute for Advanced Investment Management LLP | 11,090 | $308K | 0.3% | -10.7% | 0.051% | |
10/30/2023 | Congress Wealth Management LLC DE | 13,346 | $347K | 0.0% | N/A | 0.062% | |
10/30/2023 | Barnett & Company Inc. | 8,360 | $217K | 0.2% | N/A | 0.039% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 13,992 | $364K | 0.0% | -8.7% | 0.065% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 225,541 | $5.86M | 0.0% | +2.0% | 1.044% | |
10/24/2023 | Raymond James & Associates | 460,394 | $11.97M | 0.0% | +0.5% | 2.131% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 190,205 | $4.94M | 0.0% | -4.1% | 0.881% | |
10/23/2023 | Commonwealth Equity Services LLC | 45,343 | $1.18M | 0.0% | -92.8% | 0.210% | |
10/20/2023 | SFG Wealth Management LLC. | 37,913 | $985K | 0.8% | +6.0% | 0.176% | |
10/13/2023 | PSI Advisors LLC | 2,250 | $58K | 0.0% | +2,150.0% | 0.010% | |
10/12/2023 | IFP Advisors Inc | 1,575 | $41K | 0.0% | -40.1% | 0.007% | |
10/12/2023 | One Plus One Wealth Management LLC | 27,827 | $723K | 0.5% | N/A | 0.129% | |
10/11/2023 | AE Wealth Management LLC | 17,344 | $451K | 0.0% | -35.2% | 0.080% | |
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8/15/2023 | Wells Fargo & Company MN | 534,824 | $12.45M | 0.0% | -13.3% | 2.476% | |
8/15/2023 | Raymond James Trust N.A. | 18,907 | $440K | 0.0% | +90.6% | 0.088% | |
8/15/2023 | Benjamin F. Edwards & Company Inc. | 54,103 | $1.26M | 0.0% | +23.6% | 0.250% | |
8/15/2023 | Goldman Sachs Group Inc. | 40,412 | $941K | 0.0% | -2.0% | 0.187% | |
8/15/2023 | Harbour Investments Inc. | 23,556 | $548K | 0.0% | -9.6% | 0.109% | |
8/15/2023 | Proficio Capital Partners LLC | 20,815 | $485K | 0.1% | -44.5% | 0.096% | |
8/15/2023 | Royal Bank of Canada | 81,226 | $1.89M | 0.0% | -1.7% | 0.376% | |
8/15/2023 | Rockefeller Capital Management L.P. | 7,156 | $167K | 0.0% | N/A | 0.033% | |
8/15/2023 | Stifel Financial Corp | 221,157 | $5.15M | 0.0% | +50.4% | 1.024% | |
8/14/2023 | IFP Advisors Inc | 2,630 | $61K | 0.0% | -34.6% | 0.012% | |