4/26/2024 | Terra Nova Asset Management LLC | 25,925 | $1.41M | 1.1% | +409.9% | 0.167% | |
4/26/2024 | Tritonpoint Wealth LLC | 8,050 | $439K | 0.0% | +243.0% | 0.052% | |
4/25/2024 | Valeo Financial Advisors LLC | 6,490 | $339K | 0.0% | +400.0% | 0.042% | |
4/25/2024 | IAG Wealth Partners LLC | 640 | $35K | 0.0% | +400.0% | 0.004% | |
4/24/2024 | Spire Wealth Management | 1,471 | $80K | 0.0% | +400.3% | 0.009% | |
4/24/2024 | Financial Freedom LLC | 16,109 | $879K | 0.5% | +334.1% | 0.104% | |
|
4/23/2024 | Iowa State Bank | 10,000 | $545K | 0.1% | +400.0% | 0.064% | |
4/23/2024 | Global Retirement Partners LLC | 2,589 | $141K | 0.0% | +382.1% | 0.017% | |
4/23/2024 | Mason & Associates Inc | 76,227 | $4.16M | 1.1% | +432.3% | 0.490% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 7,537 | $411K | 0.0% | +408.6% | 0.048% | |
4/23/2024 | Fifth Third Bancorp | 750 | $41K | 0.0% | +400.0% | 0.005% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 82,591 | $4.51M | 0.0% | +396.7% | 0.531% | |
4/22/2024 | PFG Investments LLC | 8,314 | $453K | 0.0% | +577.6% | 0.053% | |
4/22/2024 | Drive Wealth Management LLC | 11,026 | $601K | 0.2% | +400.0% | 0.071% | |
4/20/2024 | KWB Wealth | 7,170 | $391K | 0.1% | N/A | 0.189% | |
4/18/2024 | Aviance Capital Partners LLC | 4,250 | $232K | 0.0% | +400.0% | 0.112% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 16,401 | $895K | 0.3% | +393.1% | 0.432% | |
4/16/2024 | Toth Financial Advisory Corp | 2,350 | $128K | 0.0% | +400.0% | 0.062% | |
4/16/2024 | Tsfg LLC | 2,053 | $112K | 0.0% | +25.0% | 0.054% | |
4/16/2024 | Register Financial Advisors LLC | 455 | $25K | 0.0% | +400.0% | 0.012% | |
4/16/2024 | Powell Investment Advisors LLC | 1,745 | $95K | 0.1% | +400.0% | 0.046% | |
4/16/2024 | Tlwm | 3,780 | $206K | 0.0% | N/A | 0.099% | |
4/15/2024 | Signet Financial Management LLC | 4,920 | $268K | 0.0% | +383.3% | 0.129% | |
4/15/2024 | Future Financial Wealth Managment LLC | 4,500 | $245K | 0.2% | +400.0% | 0.118% | |
4/15/2024 | Sunbelt Securities Inc. | 7,113 | $388K | 0.0% | +400.2% | 0.187% | |
4/13/2024 | Evanson Asset Management LLC | 12,125 | $661K | 0.1% | +400.6% | 0.319% | |
4/12/2024 | Harbor Investment Advisory LLC | 2,200 | $120K | 0.0% | +400.0% | 0.058% | |
4/11/2024 | Cooper Financial Group | 5,837 | $318K | 0.1% | N/A | 0.154% | |
4/11/2024 | Salem Investment Counselors Inc. | 1,750 | $95K | 0.0% | +483.3% | 0.046% | |
4/11/2024 | Sebold Capital Management Inc. | 7,030 | $383K | 0.3% | +400.0% | 0.185% | |
4/10/2024 | SOA Wealth Advisors LLC. | 500 | $27K | 0.0% | +400.0% | 0.013% | |
4/5/2024 | NBC Securities Inc. | 6,603 | $361K | 0.0% | +393.5% | 0.174% | |
4/4/2024 | Trust Co. of Toledo NA OH | 24,365 | $1.33M | 0.2% | +419.4% | 0.641% | |
3/14/2024 | Leo Wealth LLC | 5,535 | $1.45M | 0.2% | N/A | 0.146% | |
3/5/2024 | Wellington Management Group LLP | 20,884 | $5.48M | 0.0% | -8.0% | 0.550% | |
3/5/2024 | Twin Focus Capital Partners LLC | 8,740 | $2.30M | 0.2% | N/A | 0.230% | |
3/1/2024 | Goldman Sachs Group Inc. | 121,616 | $31.93M | 0.0% | -4.3% | 3.200% | |
2/26/2024 | Centaurus Financial Inc. | 615 | $161K | 0.0% | -11.3% | 0.016% | |
2/13/2024 | Peapack Gladstone Financial Corp | 14,201 | $3.73M | 0.1% | -2.5% | 0.374% | |
2/13/2024 | Jones Financial Companies Lllp | 1,239 | $325K | 0.0% | N/A | 0.033% | |
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2/12/2024 | Condor Capital Management | 9,445 | $2.48M | 0.3% | +1.1% | 0.249% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 2,417 | $635K | 0.0% | -4.8% | 0.064% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 1,482 | $389K | 0.0% | -3.6% | 0.039% | |
2/9/2024 | Certified Advisory Corp | 3,464 | $909K | 0.1% | -16.3% | 0.091% | |
2/9/2024 | Wells Fargo & Company MN | 62,032 | $16.29M | 0.0% | -20.4% | 1.632% | |
2/9/2024 | UBS Group AG | 63,022 | $16.55M | 0.0% | -18.4% | 1.658% | |
2/8/2024 | Kingsview Wealth Management LLC | 4,237 | $1.11M | 0.0% | +40.3% | 0.112% | |
2/8/2024 | Beacon Pointe Advisors LLC | 5,158 | $1.35M | 0.0% | -3.2% | 0.136% | |
2/7/2024 | Avantax Advisory Services Inc. | 13,421 | $3.52M | 0.0% | -20.6% | 0.353% | |
2/7/2024 | Ieq Capital LLC | 2,109 | $554K | 0.0% | -8.7% | 0.056% | |
2/7/2024 | Principal Securities Inc. | 1,704 | $447K | 0.0% | N/A | 0.045% | |
2/6/2024 | Lincoln National Corp | 1,165 | $306K | 0.0% | -17.6% | 0.031% | |
2/6/2024 | Private Advisor Group LLC | 2,022 | $531K | 0.0% | +86.4% | 0.053% | |
2/6/2024 | Leuthold Group LLC | 10,699 | $2.81M | 0.4% | +9.4% | 0.282% | |
2/6/2024 | National Bank of Canada FI | 244 | $65K | 0.0% | +69.4% | 0.006% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 1,930 | $507K | 0.0% | -2.6% | 0.051% | |
2/6/2024 | Merit Financial Group LLC | 2,485 | $652K | 0.0% | -71.3% | 0.065% | |
2/2/2024 | Truist Financial Corp | 7,749 | $2.03M | 0.0% | +1.8% | 0.204% | |
2/1/2024 | New York State Common Retirement Fund | 20,884 | $5.48M | 0.0% | -8.0% | 0.550% | |
1/31/2024 | J.W. Cole Advisors Inc. | 1,084 | $285K | 0.0% | -65.1% | 0.029% | |
1/31/2024 | Kraft Davis & Associates LLC | 1,579 | $406K | 0.1% | +31.1% | 0.042% | |
1/30/2024 | Carl P. Sherr & Co. LLC | 3,191 | $838K | 0.5% | -5.6% | 0.084% | |
1/30/2024 | Signet Financial Management LLC | 1,018 | $267K | 0.0% | N/A | 0.027% | |
1/30/2024 | SVB Wealth LLC | 808 | $212K | 0.0% | N/A | 0.021% | |
1/30/2024 | Capital Analysts LLC | 458 | $120K | 0.0% | N/A | 0.012% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 885 | $232K | 0.1% | -4.3% | 0.023% | |
1/29/2024 | Koshinski Asset Management Inc. | 5,922 | $1.56M | 0.2% | +62.0% | 0.156% | |
1/29/2024 | Perigon Wealth Management LLC | 1,577 | $414K | 0.0% | +15.0% | 0.042% | |
1/25/2024 | HBK Sorce Advisory LLC | 2,325 | $610K | 0.0% | -5.8% | 0.061% | |
1/25/2024 | International Assets Investment Management LLC | 56,451 | $14.82M | 0.0% | N/A | 1.486% | |
1/24/2024 | Tritonpoint Wealth LLC | 2,347 | $616K | 0.1% | N/A | 0.062% | |
1/24/2024 | Arkadios Wealth Advisors | 1,330 | $349K | 0.0% | -5.5% | 0.035% | |
1/24/2024 | International Assets Investment Management LLC | 56,451 | $14.82M | 0.0% | N/A | 1.486% | |
1/24/2024 | Private Trust Co. NA | 103 | $27K | 0.0% | N/A | 0.003% | |
1/24/2024 | Tsfg LLC | 1,642 | $431K | 0.1% | -5.1% | 0.043% | |
1/23/2024 | Dumont & Blake Investment Advisors LLC | 3,326 | $873K | 0.3% | -1.7% | 0.088% | |
1/23/2024 | CPR Investments Inc. | 10,586 | $2.78M | 2.7% | N/A | 0.279% | |
1/18/2024 | Caprock Group LLC | 4,460 | $1.17M | 0.1% | -4.3% | 0.117% | |
1/18/2024 | Global Retirement Partners LLC | 537 | $141K | 0.0% | +76.6% | 0.014% | |
1/18/2024 | Cutler Group LLC CA | 100 | $26K | 0.0% | -200.0% | 0.003% | |
1/17/2024 | IFG Advisory LLC | 1,423 | $374K | 0.0% | N/A | 0.037% | |
1/17/2024 | PFG Investments LLC | 1,227 | $322K | 0.1% | -4.2% | 0.032% | |
1/17/2024 | Mason & Associates Inc | 14,319 | $3.76M | 1.1% | +0.7% | 0.377% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 16,627 | $4.37M | 0.0% | -0.7% | 0.438% | |
1/16/2024 | Raymond James & Associates | 3,313 | $870K | 0.0% | -5.1% | 0.087% | |
1/12/2024 | CX Institutional | 2,777 | $729K | 0.0% | N/A | 0.073% | |
1/4/2024 | Trust Co. of Toledo NA OH | 4,691 | $1.23M | 0.2% | -2.1% | 0.123% | |
12/4/2023 | Phoenix Holdings Ltd. | 18,970 | $4.67M | 0.1% | -91.0% | 0.499% | |
12/1/2023 | Wellington Management Group LLP | 22,702 | $5.59M | 0.0% | +18.4% | 0.597% | |
11/24/2023 | EP Wealth Advisors LLC | 900 | $221K | 0.0% | -95.6% | 0.024% | |
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11/15/2023 | Mercer Global Advisors Inc. ADV | 41,431 | $10.20M | 0.0% | +1.2% | 1.090% | |
11/15/2023 | Scotia Capital Inc. | 3,351 | $825K | 0.0% | -2.6% | 0.088% | |
11/14/2023 | Tower Research Capital LLC TRC | 7,780 | $1.92M | 0.1% | +251.7% | 0.205% | |
11/13/2023 | Certified Advisory Corp | 4,137 | $1.02M | 0.1% | -6.7% | 0.109% | |
11/13/2023 | Mariner LLC | 9,000 | $2.22M | 0.0% | +0.8% | 0.237% | |
11/13/2023 | LPL Financial LLC | 74,050 | $18.22M | 0.0% | -1.9% | 1.949% | |
11/13/2023 | Provence Wealth Management Group | 180 | $44K | 0.0% | N/A | 0.005% | |
11/13/2023 | Envestnet Asset Management Inc. | 56,410 | $13.88M | 0.0% | +0.9% | 1.484% | |
11/13/2023 | Phoenix Holdings Ltd. | 18,970 | $4.67M | 0.1% | -91.0% | 0.499% | |
11/13/2023 | Kestra Advisory Services LLC | 3,109 | $765K | 0.0% | -33.3% | 0.082% | |