3/5/2024 | Fisher Asset Management LLC | 107,061 | $8.45M | 0.0% | -8.4% | 0.628% | |
3/1/2024 | Goldman Sachs Group Inc. | 5,773 | $0.46M | 0.0% | N/A | 0.034% | |
2/26/2024 | Centaurus Financial Inc. | 6,461 | $0.51M | 0.0% | -2.2% | 0.038% | |
2/16/2024 | Trail Ridge Investment Advisors LLC | 2,743 | $0.22M | 0.1% | N/A | 0.016% | |
2/16/2024 | GSA Capital Partners LLP | 8,376 | $0.66M | 0.1% | +10.4% | 0.049% | |
2/15/2024 | Atlas Capital Advisors LLC | 73,805 | $5.83M | 0.8% | -17.2% | 0.433% | |
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2/15/2024 | Nwam LLC | 6,655 | $0.53M | 0.0% | +12.5% | 0.039% | |
2/15/2024 | Comerica Bank | 1,171 | $92K | 0.0% | +22.2% | 0.007% | |
2/14/2024 | Royal Bank of Canada | 5,256 | $0.42M | 0.0% | -37.9% | 0.031% | |
2/14/2024 | Pathstone Holdings LLC | 5,676 | $0.45M | 0.0% | N/A | 0.033% | |
2/14/2024 | Kestra Advisory Services LLC | 41,237 | $3.26M | 0.0% | +2.7% | 0.242% | |
2/14/2024 | Creative Planning | 4,663 | $0.37M | 0.0% | +13.8% | 0.027% | |
2/14/2024 | Regal Investment Advisors LLC | 7,647 | $0.60M | 0.0% | -10.2% | 0.045% | |
2/14/2024 | Connectus Wealth LLC | 11,527 | $0.91M | 0.0% | -85.0% | 0.068% | |
2/14/2024 | Personal CFO Solutions LLC | 11,014 | $0.87M | 0.2% | -60.1% | 0.065% | |
2/13/2024 | Envestnet Asset Management Inc. | 124,925 | $9.86M | 0.0% | -45.6% | 0.733% | |
2/13/2024 | Cetera Advisor Networks LLC | 19,995 | $1.58M | 0.0% | +2.1% | 0.117% | |
2/13/2024 | Goldman Sachs Group Inc. | 5,773 | $0.46M | 0.0% | N/A | 0.034% | |
2/13/2024 | Jones Financial Companies Lllp | 3,143 | $0.25M | 0.0% | N/A | 0.018% | |
2/12/2024 | Stifel Financial Corp | 57,214 | $4.52M | 0.0% | +2.8% | 0.336% | |
2/9/2024 | Advisory Services Network LLC | 33,109 | $2.61M | 0.1% | +190.5% | 0.194% | |
2/9/2024 | Orion Portfolio Solutions LLC | 27,415 | $2.12M | 0.0% | N/A | 0.161% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 44,503 | $3.51M | 0.0% | -22.3% | 0.261% | |
2/9/2024 | UBS Group AG | 20,170 | $1.59M | 0.0% | +16.0% | 0.118% | |
2/8/2024 | American National Bank | 365 | $29K | 0.0% | +284.2% | 0.002% | |
2/8/2024 | Exchange Capital Management Inc. | 32,878 | $2.60M | 0.5% | -1.2% | 0.193% | |
2/8/2024 | Janney Montgomery Scott LLC | 25,047 | $1.98M | 0.0% | -20.2% | 0.147% | |
2/7/2024 | Avantax Advisory Services Inc. | 3,244 | $0.26M | 0.0% | N/A | 0.019% | |
2/7/2024 | NBC Securities Inc. | 3,585 | $0.28M | 0.0% | +26.0% | 0.021% | |
2/7/2024 | AGF Management Ltd. | 93,285 | $7.36M | 0.0% | +42.1% | 0.547% | |
2/7/2024 | Smithfield Trust Co | 1,125 | $89K | 0.0% | N/A | 0.007% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 1,249,896 | $98.67M | 0.0% | +93.4% | 7.331% | |
2/6/2024 | Lincoln National Corp | 37,476 | $2.96M | 0.1% | +52.5% | 0.220% | |
2/6/2024 | Axxcess Wealth Management LLC | 8,682 | $0.69M | 0.0% | -52.1% | 0.051% | |
2/6/2024 | Fisher Asset Management LLC | 106,472 | $8.41M | 0.0% | -8.9% | 0.624% | |
2/5/2024 | Stonebridge Financial Planning Group LLC | 9,287 | $0.73M | 0.4% | +12.6% | 0.054% | |
2/5/2024 | Kestra Private Wealth Services LLC | 19,942 | $1.57M | 0.0% | -0.9% | 0.117% | |
2/5/2024 | Fernwood Investment Management LLC | 2,671 | $0.21M | 0.1% | N/A | 0.016% | |
2/5/2024 | Birchcreek Wealth Management LLC | 2,889 | $0.23M | 0.1% | -28.3% | 0.017% | |
2/5/2024 | Monumental Financial Group Inc. | 167,212 | $13.20M | 7.9% | +68.2% | 0.981% | |
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2/2/2024 | Yoder Wealth Management Inc. | 34,964 | $2.76M | 1.9% | -1.0% | 0.205% | |
2/2/2024 | Penobscot Wealth Management | 23,909 | $1.89M | 1.3% | -1.1% | 0.140% | |
2/2/2024 | VCI Wealth Management LLC | 14,651 | $1.16M | 0.7% | N/A | 0.086% | |
2/2/2024 | Atria Wealth Solutions Inc. | 34,503 | $2.72M | 0.0% | -36.5% | 0.202% | |
2/1/2024 | RWA Wealth Partners LLC | 40,524 | $3.20M | 0.0% | -19.9% | 0.238% | |
2/1/2024 | Sigma Planning Corp | 9,086 | $0.72M | 0.1% | -66.0% | 0.053% | |
2/1/2024 | Vicus Capital | 173,105 | $13.67M | 1.4% | N/A | 1.015% | |
2/1/2024 | Signaturefd LLC | 606 | $48K | 0.0% | +27.8% | 0.004% | |
1/31/2024 | J.W. Cole Advisors Inc. | 19,264 | $1.52M | 0.1% | +6.4% | 0.113% | |
1/30/2024 | SFI Advisors LLC | 51,222 | $4.04M | 3.5% | -3.5% | 0.300% | |
1/30/2024 | SVB Wealth LLC | 3,832 | $0.30M | 0.0% | -19.6% | 0.022% | |
1/30/2024 | Investors Research Corp | 7,548 | $0.60M | 0.1% | +6.6% | 0.044% | |
1/29/2024 | Ellis Investment Partners LLC | 15,852 | $1.25M | 0.3% | +1.5% | 0.093% | |
1/29/2024 | Q3 Asset Management | 10,768 | $0.85M | 0.2% | N/A | 0.063% | |
1/29/2024 | Schmidt P J Investment Management Inc. | 6,306 | $0.48M | 0.1% | N/A | 0.037% | |
1/26/2024 | Charter Oak Capital Management LLC | 8,262 | $0.65M | 0.1% | -6.6% | 0.048% | |
1/26/2024 | Soltis Investment Advisors LLC | 7,073 | $0.56M | 0.1% | -77.5% | 0.041% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 2,884 | $0.23M | 0.0% | N/A | 0.017% | |
1/25/2024 | International Assets Investment Management LLC | 81,945 | $6.47M | 0.0% | N/A | 0.481% | |
1/24/2024 | Stratos Wealth Advisors LLC | 4,752 | $0.38M | 0.0% | +47.6% | 0.028% | |
1/24/2024 | Advisors Preferred LLC | 2,165 | $0.17M | 0.0% | N/A | 0.013% | |
1/24/2024 | Arkadios Wealth Advisors | 2,939 | $0.23M | 0.0% | -10.7% | 0.017% | |
1/24/2024 | International Assets Investment Management LLC | 81,945 | $6.47M | 0.0% | N/A | 0.481% | |
1/24/2024 | Chevy Chase Trust Holdings LLC | 24,859 | $1.96M | 0.0% | N/A | 0.146% | |
1/23/2024 | Advisory Alpha LLC | 2,739 | $0.22M | 0.0% | N/A | 0.016% | |
1/23/2024 | DAVENPORT & Co LLC | 6,924 | $0.55M | 0.0% | +93.0% | 0.041% | |
1/22/2024 | Princeton Global Asset Management LLC | 549 | $43K | 0.0% | N/A | 0.003% | |
1/22/2024 | Southern Capital Advisors LLC | 11,433 | $0.90M | 0.6% | +18.0% | 0.067% | |
1/19/2024 | PFG Advisors | 2,870 | $0.23M | 0.0% | -13.1% | 0.017% | |
1/19/2024 | Destiny Wealth Partners LLC | 114,302 | $8.68M | 1.6% | N/A | 0.670% | |
1/18/2024 | Chilton Capital Management LLC | 552 | $44K | 0.0% | -42.9% | 0.003% | |
1/18/2024 | Maltin Wealth Management Inc. | 28,809 | $2.27M | 1.4% | -1.0% | 0.169% | |
1/16/2024 | HBW Advisory Services LLC | 15,428 | $1.22M | 0.2% | N/A | 0.090% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 7,829 | $0.62M | 0.0% | -87.6% | 0.046% | |
1/16/2024 | Raymond James & Associates | 18,704 | $1.48M | 0.0% | -6.5% | 0.110% | |
1/16/2024 | Rosenberg Matthew Hamilton | 2,434 | $0.19M | 0.1% | -8.4% | 0.014% | |
1/12/2024 | CX Institutional | 22,629 | $1.79M | 0.1% | N/A | 0.133% | |
1/11/2024 | Brookstone Capital Management | 44,110 | $3.48M | 0.1% | -5.4% | 0.259% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 54,141 | $4.27M | 0.4% | +12.0% | 0.318% | |
1/8/2024 | Lynch & Associates IN | 15,636 | $1.23M | 0.3% | +12.2% | 0.092% | |
12/11/2023 | Sunbelt Securities Inc. | 7,210 | $0.50M | 0.1% | -4.4% | 0.042% | |
12/6/2023 | Citigroup Inc. | 1,361 | $95K | 0.0% | +20.7% | 0.008% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 5,468 | $0.38M | 0.0% | +38.6% | 0.032% | |
11/24/2023 | EP Wealth Advisors LLC | 23,326 | $1.63M | 0.0% | +2,815.8% | 0.137% | |
11/21/2023 | Comerica Bank | 958 | $67K | 0.0% | N/A | 0.006% | |
11/16/2023 | Creative Planning | 4,098 | $0.29M | 0.0% | -27.6% | 0.024% | |
11/15/2023 | GSA Capital Partners LLP | 7,587 | $0.53M | 0.0% | +12.7% | 0.044% | |
11/15/2023 | Royal Bank of Canada | 8,459 | $0.59M | 0.0% | +33.0% | 0.050% | |
11/15/2023 | Lido Advisors LLC | 1,120,748 | $78.30M | 0.6% | +7.1% | 6.573% | |
11/15/2023 | Ameriprise Financial Inc. | 40,769 | $2.85M | 0.0% | +9.5% | 0.239% | |
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11/15/2023 | Axxcess Wealth Management LLC | 18,111 | $1.27M | 0.0% | -16.9% | 0.106% | |
11/14/2023 | Tower Research Capital LLC TRC | 4,233 | $0.30M | 0.0% | +2,175.8% | 0.025% | |
11/14/2023 | Qube Research & Technologies Ltd | 377 | $26K | 0.0% | -59.5% | 0.002% | |
11/14/2023 | Valley National Advisers Inc. | 6,246 | $0.44M | 0.1% | -2.2% | 0.037% | |
11/13/2023 | Personal CFO Solutions LLC | 27,612 | $1.93M | 0.4% | -7.6% | 0.162% | |
11/13/2023 | Stifel Financial Corp | 55,665 | $3.89M | 0.0% | -0.5% | 0.326% | |
11/13/2023 | Mariner LLC | 51,842 | $3.62M | 0.0% | -0.8% | 0.304% | |
11/13/2023 | LPL Financial LLC | 83,783 | $5.85M | 0.0% | +5.6% | 0.491% | |
11/13/2023 | Regal Investment Advisors LLC | 8,517 | $0.60M | 0.0% | N/A | 0.050% | |
11/13/2023 | FMR LLC | 23,291 | $1.63M | 0.0% | -7.8% | 0.137% | |