4/18/2024 | Capital Advisors Ltd. LLC | 14,985 | $517K | 0.1% | +3.2% | 0.071% | |
4/11/2024 | Cooper Financial Group | 68,607 | $2.37M | 0.4% | +39.7% | 0.327% | |
4/8/2024 | Evensky & Katz LLC | 1,000,298 | $34.54M | 2.4% | -1.3% | 6.099% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 40,172 | $1.31M | 0.0% | -1.4% | 0.245% | |
2/15/2024 | OLD Mission Capital LLC | 7,448 | $243K | 0.0% | -92.8% | 0.045% | |
2/15/2024 | Citadel Advisors LLC | 43,838 | $1.43M | 0.0% | +140.5% | 0.267% | |
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2/14/2024 | Royal Bank of Canada | 141,060 | $4.60M | 0.0% | -9.0% | 0.860% | |
2/13/2024 | Envestnet Asset Management Inc. | 112,691 | $3.67M | 0.0% | +3.7% | 0.687% | |
2/13/2024 | The Manufacturers Life Insurance Company | 9,736,760 | $317.47M | 0.2% | +0.4% | 59.370% | |
2/9/2024 | Orion Portfolio Solutions LLC | 201,098 | $6.53M | 0.1% | -3.4% | 1.226% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 12,922 | $421K | 0.0% | +5.7% | 0.079% | |
2/9/2024 | D.A. Davidson & CO. | 63,798 | $2.08M | 0.0% | -4.8% | 0.389% | |
2/9/2024 | Wells Fargo & Company MN | 314,766 | $10.26M | 0.0% | +61.0% | 1.919% | |
2/9/2024 | UBS Group AG | 101,588 | $3.31M | 0.0% | +133.6% | 0.619% | |
2/8/2024 | Level Four Advisory Services LLC | 87,027 | $2.84M | 0.2% | +133.6% | 0.531% | |
2/7/2024 | Northwest Financial Advisors | 8,688 | $283K | 0.2% | N/A | 0.053% | |
2/6/2024 | Merit Financial Group LLC | 418,124 | $13.63M | 0.4% | +1.5% | 2.550% | |
2/5/2024 | Silver Oak Securities Incorporated | 3,295 | $107K | 0.0% | N/A | 0.020% | |
2/5/2024 | Magnus Financial Group LLC | 290,082 | $9.46M | 1.2% | -2.8% | 1.769% | |
1/30/2024 | TNF LLC | 11,741 | $383K | 0.2% | +63.3% | 0.072% | |
1/24/2024 | Stratos Wealth Partners LTD. | 14,737 | $480K | 0.0% | N/A | 0.090% | |
1/22/2024 | Parsons Capital Management Inc. RI | 12,495 | $407K | 0.0% | -7.3% | 0.076% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 555,395 | $18.11M | 0.0% | -3.4% | 3.387% | |
1/16/2024 | Raymond James & Associates | 60,504 | $1.97M | 0.0% | +115.9% | 0.369% | |
1/16/2024 | Cooper Financial Group | 49,098 | $1.60M | 0.3% | -22.7% | 0.299% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 11,763 | $378K | 0.0% | -3.8% | 0.072% | |
1/9/2024 | Daymark Wealth Partners LLC | 24,072 | $785K | 0.0% | -9.5% | 0.147% | |
12/6/2023 | Citigroup Inc. | 2,648 | $79K | 0.0% | N/A | 0.016% | |
11/21/2023 | Comerica Bank | 1,569 | $47K | 0.0% | N/A | 0.010% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 40,723 | $1.22M | 0.0% | -10.3% | 0.248% | |
11/15/2023 | The Manufacturers Life Insurance Company | 9,698,158 | $290.07M | 0.2% | -0.2% | 59.135% | |
11/15/2023 | Royal Bank of Canada | 154,977 | $4.64M | 0.0% | -11.3% | 0.945% | |
11/15/2023 | Ameriprise Financial Inc. | 73,380 | $2.20M | 0.0% | +14.0% | 0.447% | |
11/13/2023 | LPL Financial LLC | 364,696 | $10.91M | 0.0% | -22.8% | 2.224% | |
11/13/2023 | Envestnet Asset Management Inc. | 108,648 | $3.25M | 0.0% | +3.1% | 0.662% | |
11/9/2023 | Citigroup Inc. | 2,648 | $79K | 0.0% | N/A | 0.016% | |
11/8/2023 | HighTower Advisors LLC | 25,786 | $759K | 0.0% | +37.8% | 0.157% | |
11/8/2023 | D.A. Davidson & CO. | 67,047 | $2.01M | 0.0% | -4.5% | 0.409% | |
11/8/2023 | Avantax Advisory Services Inc. | 12,056 | $361K | 0.0% | -21.9% | 0.074% | |
11/8/2023 | Kestra Private Wealth Services LLC | 7,834 | $234K | 0.0% | -6.3% | 0.048% | |
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11/7/2023 | Merit Financial Group LLC | 411,768 | $12.32M | 0.4% | +6.7% | 2.511% | |
11/6/2023 | Parsons Capital Management Inc. RI | 13,474 | $403K | 0.0% | -7.1% | 0.082% | |
11/3/2023 | Private Advisor Group LLC | 17,049 | $510K | 0.0% | +21.4% | 0.104% | |
11/1/2023 | Orion Portfolio Solutions LLC | 208,242 | $6.23M | 0.1% | -43.8% | 1.270% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 574,892 | $17.20M | 0.0% | +16.8% | 3.505% | |
10/24/2023 | Raymond James & Associates | 28,028 | $838K | 0.0% | N/A | 0.171% | |
10/23/2023 | Commonwealth Equity Services LLC | 47,911 | $1.43M | 0.0% | +2.4% | 0.292% | |
10/18/2023 | Strategic Blueprint LLC | 9,731 | $291K | 0.0% | -12.1% | 0.059% | |
10/17/2023 | Flagship Harbor Advisors LLC | 76,742 | $2.30M | 0.2% | +4.0% | 0.468% | |
10/13/2023 | Cooper Financial Group | 63,538 | $1.90M | 0.5% | +27.5% | 0.387% | |
10/13/2023 | Institute for Wealth Management LLC. | 22,263 | $666K | 0.1% | +3.9% | 0.136% | |
10/12/2023 | Granite Bay Wealth Management LLC | 11,844 | $366K | 0.0% | N/A | 0.072% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 12,226 | $366K | 0.0% | -2.9% | 0.075% | |
10/10/2023 | Daymark Wealth Partners LLC | 26,601 | $796K | 0.0% | -43.6% | 0.162% | |
10/10/2023 | Evensky & Katz LLC | 1,030,451 | $30.82M | 2.6% | -1.5% | 6.283% | |
8/21/2023 | Osaic Holdings Inc. | 175,669 | $5.46M | 0.0% | +5.6% | 1.071% | |
8/17/2023 | Orion Portfolio Solutions LLC | 370,486 | $11.52M | 0.1% | +112.0% | 2.259% | |
8/15/2023 | Wells Fargo & Company MN | 189,585 | $5.90M | 0.0% | +446.3% | 1.156% | |
8/15/2023 | Royal Bank of Canada | 174,676 | $5.43M | 0.0% | -4.2% | 1.065% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 45,409 | $1.41M | 0.0% | -1.0% | 0.277% | |
8/14/2023 | Orion Portfolio Solutions LLC | 162,170 | $11.52M | 0.1% | -7.2% | 0.989% | |
8/14/2023 | Thrivent Financial for Lutherans | 350,885 | $10.91M | 0.0% | +14.4% | 2.140% | |
8/11/2023 | The Manufacturers Life Insurance Company | 9,717,614 | $302.22M | 0.2% | +6.8% | 59.254% | |
8/11/2023 | D.A. Davidson & CO. | 70,232 | $2.18M | 0.0% | -11.4% | 0.428% | |
8/10/2023 | Osaic Holdings Inc. | 175,669 | $5.46M | 0.0% | +5.6% | 1.071% | |
8/10/2023 | Commonwealth Equity Services LLC | 46,781 | $1.46M | 0.0% | +7.9% | 0.285% | |
8/10/2023 | Private Advisor Group LLC | 14,042 | $437K | 0.0% | N/A | 0.086% | |
8/8/2023 | Kestra Private Wealth Services LLC | 8,364 | $260K | 0.0% | -62.2% | 0.051% | |
8/4/2023 | Envestnet Asset Management Inc. | 105,400 | $3.28M | 0.0% | -1.5% | 0.643% | |
8/4/2023 | Parsons Capital Management Inc. RI | 14,505 | $451K | 0.0% | -2.4% | 0.088% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 12,593 | $392K | 0.0% | -87.9% | 0.077% | |
8/1/2023 | Merit Financial Group LLC | 385,996 | $12.00M | 0.4% | +2.9% | 2.354% | |
7/31/2023 | LPL Financial LLC | 472,277 | $14.69M | 0.0% | -1.0% | 2.880% | |
7/31/2023 | Inspire Advisors LLC | 10,086 | $314K | 0.1% | N/A | 0.062% | |
7/27/2023 | SigFig Wealth Management LLC | 12,059 | $369K | 0.0% | +5.7% | 0.074% | |
7/26/2023 | Institute for Wealth Management LLC. | 21,432 | $667K | 0.1% | +6.8% | 0.138% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 492,390 | $15.31M | 0.0% | +7.8% | 3.177% | |
7/24/2023 | Evensky & Katz LLC | 1,046,299 | $32.54M | 2.5% | -3.5% | 6.750% | |
7/19/2023 | Daymark Wealth Partners LLC | 47,189 | $1.47M | 0.1% | -51.1% | 0.304% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 12,072 | $375K | 0.0% | -2.7% | 0.078% | |
7/11/2023 | Flagship Harbor Advisors LLC | 73,779 | $2.30M | 0.2% | +5.4% | 0.476% | |
7/10/2023 | Level Four Advisory Services LLC | 16,056 | $499K | 0.0% | N/A | 0.104% | |
7/7/2023 | Cooper Financial Group | 49,815 | $1.55M | 0.4% | +8.7% | 0.321% | |
5/22/2023 | Ameriprise Financial Inc. | 29,309 | $902K | 0.0% | +23.4% | 0.190% | |
5/16/2023 | Chilton Capital Management LLC | 1,560 | $48K | 0.0% | N/A | 0.010% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 45,864 | $1.41M | 0.0% | -3.4% | 0.298% | |
5/16/2023 | Susquehanna International Group LLP | 7,067 | $217K | 0.0% | N/A | 0.046% | |
5/16/2023 | Jane Street Group LLC | 54,949 | $1.69M | 0.0% | -74.8% | 0.357% | |
5/12/2023 | OLD Mission Capital LLC | 12,469 | $383K | 0.0% | -92.2% | 0.081% | |
5/12/2023 | Bank of America Corp DE | 263,765 | $8.10M | 0.0% | +197.8% | 1.713% | |
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5/12/2023 | UBS Group AG | 45,802 | $1.41M | 0.0% | +4.2% | 0.297% | |
5/11/2023 | Envestnet Asset Management Inc. | 107,022 | $3.29M | 0.0% | +21.8% | 0.695% | |
5/11/2023 | Commonwealth Equity Services LLC | 43,359 | $1.33M | 0.0% | +31.5% | 0.282% | |
5/11/2023 | Cooper Financial Group | 45,840 | $1.41M | 0.4% | -17.9% | 0.298% | |
5/10/2023 | Magnus Financial Group LLC | 294,704 | $9.05M | 1.4% | -1.4% | 1.914% | |
5/10/2023 | LPL Financial LLC | 476,939 | $14.64M | 0.0% | +13.4% | 3.097% | |
5/3/2023 | SigFig Wealth Management LLC | 11,410 | $350K | 0.0% | +19.0% | 0.074% | |
5/1/2023 | TNF LLC | 7,230 | $228K | 0.1% | N/A | 0.047% | |
4/28/2023 | Strategic Blueprint LLC | 10,176 | $312K | 0.0% | +26.0% | 0.066% | |
4/25/2023 | D.A. Davidson & CO. | 79,292 | $2.43M | 0.0% | +619.7% | 0.515% | |