12/4/2023 | Tucker Asset Management LLC | 819 | $55K | 0.0% | N/A | 0.011% | |
11/21/2023 | Comerica Bank | 7,801 | $520K | 0.0% | N/A | 0.109% | |
11/21/2023 | Tompkins Financial Corp | 1,200 | $80K | 0.0% | -33.3% | 0.017% | |
11/16/2023 | VitalStone Financial LLC | 2,546 | $187K | 0.2% | +760.1% | 0.036% | |
11/16/2023 | Morgan Stanley | 514,832 | $34.29M | 0.0% | +45.1% | 7.190% | |
11/15/2023 | Dana Investment Advisors Inc. | 2,725 | $182K | 0.0% | N/A | 0.038% | |
|
11/15/2023 | Royal Bank of Canada | 129,581 | $8.63M | 0.0% | -16.0% | 1.810% | |
11/15/2023 | Lido Advisors LLC | 10,041 | $669K | 0.0% | +69.8% | 0.140% | |
11/15/2023 | Ameriprise Financial Inc. | 119,041 | $7.93M | 0.0% | +158.7% | 1.663% | |
11/14/2023 | Tower Research Capital LLC TRC | 4,945 | $329K | 0.0% | -64.5% | 0.069% | |
11/14/2023 | Synovus Financial Corp | 4,568 | $304K | 0.0% | -5.6% | 0.064% | |
11/14/2023 | PGIM Custom Harvest LLC | 23,396 | $1.56M | 0.0% | -1.5% | 0.327% | |
11/13/2023 | Stifel Financial Corp | 71,793 | $4.78M | 0.0% | +97.4% | 1.003% | |
11/13/2023 | LPL Financial LLC | 238,304 | $15.87M | 0.0% | -5.4% | 3.328% | |
11/13/2023 | AMJ Financial Wealth Management | 3,283 | $219K | 0.1% | N/A | 0.046% | |
11/13/2023 | Invesco Ltd. | 4,531 | $302K | 0.0% | -10.7% | 0.063% | |
11/13/2023 | Envestnet Asset Management Inc. | 15,149 | $1.01M | 0.0% | -34.3% | 0.212% | |
11/13/2023 | Wealthsource Partners LLC | 8,592 | $572K | 0.0% | -3.2% | 0.120% | |
11/13/2023 | Kestra Advisory Services LLC | 11,340 | $755K | 0.0% | +34.7% | 0.158% | |
11/9/2023 | UBS Group AG | 489,279 | $32.59M | 0.0% | +1.4% | 6.834% | |
11/8/2023 | HighTower Advisors LLC | 76,776 | $5.11M | 0.0% | +18.1% | 1.072% | |
11/8/2023 | ProVise Management Group LLC | 3,761 | $251K | 0.0% | N/A | 0.053% | |
11/8/2023 | Janney Montgomery Scott LLC | 45,214 | $3.01M | 0.0% | -2.6% | 0.631% | |
11/8/2023 | NewEdge Wealth LLC | 3,065 | $204K | 0.0% | N/A | 0.043% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 4,195 | $279K | 0.0% | -34.1% | 0.059% | |
11/8/2023 | Avantax Advisory Services Inc. | 4,790 | $319K | 0.0% | -27.6% | 0.067% | |
11/6/2023 | Sfmg LLC | 6,800 | $453K | 0.0% | -8.5% | 0.095% | |
11/6/2023 | Capital Wealth Alliance LLC | 8,381 | $558K | 0.4% | +24.0% | 0.117% | |
11/3/2023 | MGO One Seven LLC | 5,996 | $399K | 0.0% | +37.9% | 0.084% | |
11/3/2023 | Private Advisor Group LLC | 35,532 | $2.37M | 0.0% | +62.6% | 0.496% | |
11/1/2023 | Vanguard Capital Wealth Advisors | 2,922 | $195K | 0.2% | -6.5% | 0.041% | |
11/1/2023 | Money Concepts Capital Corp | 37,086 | $2.47M | 0.3% | +895.6% | 0.518% | |
10/31/2023 | CMC Financial Group | 179,347 | $11.95M | 19.3% | +82.1% | 2.505% | |
10/30/2023 | Beaumont Asset Management L.L.C. | 6,355 | $423K | 0.3% | N/A | 0.089% | |
10/30/2023 | Joseph P. Lucia & Associates LLC | 23,480 | $1.56M | 0.6% | +1.9% | 0.328% | |
10/27/2023 | Oarsman Capital Inc. | 61,941 | $4.13M | 1.7% | +0.6% | 0.865% | |
10/26/2023 | Macroview Investment Management LLC | 20,573 | $1.37M | 1.8% | -2.0% | 0.287% | |
10/25/2023 | Bensler LLC | 132,906 | $8.85M | 1.7% | N/A | 1.856% | |
10/24/2023 | Stratos Wealth Partners LTD. | 4,924 | $328K | 0.0% | +39.5% | 0.069% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 70,584 | $4.70M | 0.0% | -2.5% | 0.986% | |
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10/24/2023 | Raymond James & Associates | 70,505 | $4.70M | 0.0% | -9.1% | 0.985% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 19,564 | $1.30M | 0.0% | +116.0% | 0.273% | |
10/23/2023 | Garrison Asset Management LLC | 6,368 | $424K | 0.3% | -3.0% | 0.089% | |
10/23/2023 | Commonwealth Equity Services LLC | 37,839 | $2.52M | 0.0% | +2.8% | 0.528% | |
10/20/2023 | Mason & Associates Inc | 90,856 | $6.05M | 1.9% | -71.9% | 1.269% | |
10/19/2023 | Simplicity Solutions LLC | 6,018 | $401K | 0.0% | N/A | 0.084% | |
10/18/2023 | Fiduciary Alliance LLC | 3,983 | $265K | 0.1% | N/A | 0.056% | |
10/17/2023 | Financial Services Advisory Inc | 10,110 | $673K | 0.3% | N/A | 0.141% | |
10/16/2023 | Rothschild Investment LLC IL | 4,593 | $306K | 0.0% | -3.4% | 0.064% | |
10/13/2023 | SignalPoint Asset Management LLC | 22,300 | $1.49M | 0.3% | +1.0% | 0.311% | |
10/13/2023 | Strategic Advisors LLC | 22,701 | $1.51M | 0.3% | -8.8% | 0.317% | |
10/11/2023 | Worth Asset Management LLC | 15,070 | $1.00M | 0.8% | +1,532.7% | 0.210% | |
10/11/2023 | AE Wealth Management LLC | 5,222 | $348K | 0.0% | N/A | 0.073% | |
10/11/2023 | CWM LLC | 505 | $34K | 0.0% | +665.2% | 0.007% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 553 | $37K | 0.0% | N/A | 0.008% | |
10/5/2023 | Almanack Investment Partners LLC. | 28,622 | $1.91M | 0.3% | +1.0% | 0.400% | |
9/12/2023 | Farther Finance Advisors LLC | 438 | $30K | 0.0% | N/A | 0.006% | |
8/21/2023 | Osaic Holdings Inc. | 162,728 | $11.19M | 0.0% | -10.9% | 2.273% | |
8/15/2023 | Equitable Holdings Inc. | 60,748 | $4.16M | 0.1% | +9.0% | 0.848% | |
8/15/2023 | Wells Fargo & Company MN | 100,317 | $6.87M | 0.0% | -12.6% | 1.401% | |
8/15/2023 | IHT Wealth Management LLC | 17,747 | $1.22M | 0.1% | +65.4% | 0.248% | |
8/15/2023 | Wealthsource Partners LLC | 8,874 | $607K | 0.0% | -2.8% | 0.124% | |
8/15/2023 | Royal Bank of Canada | 154,249 | $10.56M | 0.0% | +23.1% | 2.154% | |
8/15/2023 | Stifel Financial Corp | 36,364 | $2.49M | 0.0% | -18.6% | 0.508% | |
8/14/2023 | Stephens Inc. AR | 3,334 | $228K | 0.0% | -37.8% | 0.047% | |
8/14/2023 | Tower Research Capital LLC TRC | 13,910 | $952K | 0.0% | -52.2% | 0.194% | |
8/14/2023 | MML Investors Services LLC | 4,051 | $277K | 0.0% | +21.4% | 0.057% | |
8/14/2023 | Eqis Capital Management Inc. | 6,986 | $478K | 0.1% | -59.6% | 0.098% | |
8/11/2023 | Regal Investment Advisors LLC | 4,806 | $329K | 0.0% | -26.4% | 0.067% | |
8/11/2023 | Renaissance Technologies LLC | 4,900 | $335K | 0.0% | N/A | 0.068% | |
8/11/2023 | Baird Financial Group Inc. | 52,923 | $3.62M | 0.0% | +0.3% | 0.739% | |
8/11/2023 | Kestra Advisory Services LLC | 8,420 | $576K | 0.0% | +26.7% | 0.118% | |
8/11/2023 | JPMorgan Chase & Co. | 4,965 | $340K | 0.0% | -24.3% | 0.069% | |
8/10/2023 | Osaic Holdings Inc. | 162,728 | $11.19M | 0.0% | -10.9% | 2.273% | |
8/10/2023 | Commonwealth Equity Services LLC | 36,794 | $2.52M | 0.0% | -70.1% | 0.514% | |
8/10/2023 | Oarsman Capital Inc. | 61,558 | $4.21M | 1.8% | -0.6% | 0.860% | |
8/10/2023 | Private Advisor Group LLC | 21,852 | $1.50M | 0.0% | +10.0% | 0.305% | |
8/10/2023 | Nwam LLC | 4,675 | $320K | 0.0% | +36.6% | 0.065% | |
8/10/2023 | Cetera Advisors LLC | 9,151 | $626K | 0.0% | +77.2% | 0.128% | |
8/10/2023 | Wintrust Investments LLC | 8,645 | $592K | 0.1% | +4.2% | 0.121% | |
8/10/2023 | Cetera Investment Advisers | 4,415 | $302K | 0.0% | +3.5% | 0.062% | |
8/9/2023 | Lido Advisors LLC | 5,914 | $405K | 0.0% | +99.7% | 0.083% | |
8/9/2023 | Essex Financial Services Inc. | 3,537 | $242K | 0.0% | -5.7% | 0.049% | |
8/8/2023 | Geneos Wealth Management Inc. | 3,137 | $215K | 0.0% | -10.6% | 0.044% | |
8/8/2023 | Synovus Financial Corp | 4,838 | $331K | 0.0% | +4.9% | 0.068% | |
8/8/2023 | Almanack Investment Partners LLC. | 28,328 | $1.94M | 0.3% | +10.5% | 0.396% | |
8/4/2023 | Envestnet Asset Management Inc. | 23,046 | $1.58M | 0.0% | -15.7% | 0.322% | |
8/3/2023 | Oppenheimer Asset Management Inc. | 25,896 | $1.77M | 0.0% | -1.0% | 0.340% | |
8/2/2023 | Bank of Montreal Can | 11,133 | $765K | 0.0% | N/A | 0.146% | |
8/1/2023 | Truist Financial Corp | 10,975 | $751K | 0.0% | -10.2% | 0.144% | |
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8/1/2023 | Money Concepts Capital Corp | 3,725 | $255K | 0.0% | N/A | 0.049% | |
7/31/2023 | LPL Financial LLC | 251,830 | $17.24M | 0.0% | -13.0% | 3.309% | |
7/31/2023 | Strategic Advisors LLC | 24,894 | $1.70M | 0.3% | +9.5% | 0.327% | |
7/31/2023 | Requisite Capital Management LLC | 27,481 | $1.88M | 0.5% | +37.3% | 0.361% | |
7/28/2023 | CMC Financial Group | 98,482 | $6.74M | 12.8% | N/A | 1.294% | |
7/28/2023 | First Republic Investment Management Inc. | 6,370 | $436K | 0.0% | -23.3% | 0.084% | |
7/26/2023 | Janney Montgomery Scott LLC | 46,418 | $3.18M | 0.0% | +22.2% | 0.610% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 72,363 | $4.95M | 0.0% | -41.8% | 0.951% | |
7/25/2023 | Raymond James & Associates | 77,522 | $5.31M | 0.0% | +36.1% | 1.019% | |
7/21/2023 | Capital Wealth Alliance LLC | 6,759 | $463K | 0.3% | +3.0% | 0.089% | |