4/16/2024 | Weaver Consulting Group | 13,701 | $232K | 0.1% | -11.9% | 0.016% | |
4/15/2024 | Investment Partners Asset Management Inc. | 79,434 | $1.34M | 1.2% | +1.3% | 0.094% | |
4/15/2024 | Sandbox Financial Partners LLC | 34,913 | $590K | 0.2% | N/A | 0.041% | |
4/15/2024 | Brookstone Capital Management | 420,808 | $7.12M | 0.1% | +1.7% | 0.500% | |
4/12/2024 | High Net Worth Advisory Group LLC | 112,842 | $1.91M | 0.6% | +107.5% | 0.128% | |
4/11/2024 | International Assets Investment Management LLC | 185,929 | $3.14M | 0.1% | +37.1% | 0.211% | |
|
3/18/2024 | CoreFirst Bank & Trust | 55,465 | $928K | 0.6% | -1.3% | 0.063% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 51,274 | $867K | 0.0% | +8.0% | 0.058% | |
2/26/2024 | Centaurus Financial Inc. | 422,657 | $7.08M | 0.5% | -7.6% | 0.479% | |
2/23/2024 | Chicago Partners Investment Group LLC | 17,827 | $291K | 0.0% | N/A | 0.020% | |
2/15/2024 | OLD Mission Capital LLC | 29,997 | $502K | 0.0% | -60.5% | 0.034% | |
2/15/2024 | Baird Financial Group Inc. | 208,034 | $3.48M | 0.0% | +7.3% | 0.236% | |
2/15/2024 | Comerica Bank | 11,567 | $194K | 0.0% | -63.5% | 0.013% | |
2/14/2024 | Royal Bank of Canada | 917,371 | $15.36M | 0.0% | -30.6% | 1.039% | |
2/14/2024 | Kestra Advisory Services LLC | 69,894 | $1.17M | 0.0% | +23.8% | 0.079% | |
2/14/2024 | Creative Planning | 13,443 | $225K | 0.0% | N/A | 0.015% | |
2/14/2024 | Cresset Asset Management LLC | 11,359 | $192K | 0.0% | -66.0% | 0.013% | |
2/13/2024 | Envestnet Asset Management Inc. | 271,759 | $4.55M | 0.0% | +174.1% | 0.308% | |
2/13/2024 | Cetera Advisor Networks LLC | 189,433 | $3.17M | 0.0% | -1.8% | 0.215% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 287,835 | $4.82M | 2.3% | +18.0% | 0.326% | |
2/13/2024 | FinTrust Capital Advisors LLC | 194,711 | $3.26M | 0.6% | +11.3% | 0.221% | |
2/12/2024 | Stifel Financial Corp | 45,523 | $762K | 0.0% | -1.4% | 0.052% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 20,600 | $345K | 0.0% | +7.9% | 0.023% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 275,620 | $4.61M | 0.0% | +3.8% | 0.312% | |
2/9/2024 | CreativeOne Wealth LLC | 22,961 | $385K | 0.0% | +87.0% | 0.026% | |
2/9/2024 | Corient Private Wealth LLC | 76,607 | $1.28M | 0.0% | +105.1% | 0.087% | |
2/9/2024 | D.A. Davidson & CO. | 13,234 | $222K | 0.0% | N/A | 0.015% | |
2/9/2024 | Wells Fargo & Company MN | 623,208 | $10.43M | 0.0% | +58.8% | 0.706% | |
2/9/2024 | UBS Group AG | 393,842 | $6.59M | 0.0% | +32.4% | 0.446% | |
2/8/2024 | Kingsview Wealth Management LLC | 84,240 | $1.41M | 0.0% | +2.2% | 0.095% | |
2/8/2024 | Janney Montgomery Scott LLC | 307,768 | $5.15M | 0.0% | +2.0% | 0.349% | |
2/8/2024 | MAS Advisors LLC | 47,208 | $790K | 1.0% | -7.4% | 0.053% | |
2/7/2024 | Avantax Advisory Services Inc. | 115,684 | $1.94M | 0.0% | +492.6% | 0.131% | |
2/7/2024 | AlphaStar Capital Management LLC | 174,885 | $2.93M | 0.3% | +88.2% | 0.198% | |
2/7/2024 | NBC Securities Inc. | 6,599 | $110K | 0.0% | -32.0% | 0.007% | |
2/6/2024 | Apollon Wealth Management LLC | 13,332 | $223K | 0.0% | N/A | 0.015% | |
2/6/2024 | Private Advisor Group LLC | 91,658 | $1.53M | 0.0% | -1.2% | 0.104% | |
2/6/2024 | MeadowBrook Investment Advisors LLC | 3,398 | $57K | 0.1% | N/A | 0.004% | |
2/6/2024 | TCG Advisory Services LLC | 315,049 | $5.27M | 0.4% | +30.7% | 0.357% | |
2/6/2024 | Solutions 4 Wealth Ltd | 43,016 | $720K | 2.4% | N/A | 0.049% | |
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2/5/2024 | Triumph Capital Management | 13,856 | $234K | 0.1% | +10.3% | 0.016% | |
2/5/2024 | Kestra Private Wealth Services LLC | 11,215 | $188K | 0.0% | -14.6% | 0.013% | |
2/2/2024 | Kovack Advisors Inc. | 45,230 | $757K | 0.1% | -99.1% | 0.051% | |
2/2/2024 | Atria Wealth Solutions Inc. | 138,519 | $2.34M | 0.0% | -44.4% | 0.157% | |
2/1/2024 | Sigma Planning Corp | 13,286 | $222K | 0.0% | -60.9% | 0.015% | |
1/31/2024 | Institute for Wealth Management LLC. | 132,364 | $2.22M | 0.4% | -10.5% | 0.150% | |
1/31/2024 | Western Wealth Management LLC | 16,789 | $281K | 0.0% | -7.8% | 0.019% | |
1/30/2024 | Prosperity Wealth Management Inc. | 32,587 | $546K | 0.4% | -4.5% | 0.037% | |
1/25/2024 | International Assets Investment Management LLC | 135,570 | $2.27M | 0.0% | N/A | 0.154% | |
1/25/2024 | Investment Partners Asset Management Inc. | 78,425 | $1.31M | 1.3% | N/A | 0.089% | |
1/24/2024 | International Assets Investment Management LLC | 2,269,442 | $37.99M | 0.0% | N/A | 2.571% | |
1/24/2024 | Private Trust Co. NA | 3,365 | $56K | 0.0% | +432.4% | 0.004% | |
1/23/2024 | Camelot Portfolios LLC | 10,467 | $175K | 0.1% | N/A | 0.012% | |
1/23/2024 | Colonial River Wealth Management LLC | 76,630 | $1.28M | 0.8% | +193.0% | 0.087% | |
1/22/2024 | Weaver Consulting Group | 15,544 | $260K | 0.1% | -41.4% | 0.018% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 15,555 | $260K | 0.0% | -5.2% | 0.018% | |
1/18/2024 | Accel Wealth Management | 25,807 | $432K | 0.2% | -12.7% | 0.029% | |
1/17/2024 | PFG Investments LLC | 11,453 | $192K | 0.0% | -22.3% | 0.013% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 424,997 | $7.11M | 0.0% | -4.1% | 0.481% | |
1/16/2024 | Raymond James & Associates | 242,508 | $4.06M | 0.0% | +29.4% | 0.275% | |
1/11/2024 | Brookstone Capital Management | 413,706 | $6.93M | 0.1% | +4.1% | 0.469% | |
1/11/2024 | Atlas Private Wealth Advisors | 292,168 | $4.89M | 0.9% | -1.0% | 0.331% | |
1/8/2024 | High Net Worth Advisory Group LLC | 54,379 | $910K | 0.3% | -44.4% | 0.062% | |
12/18/2023 | CoreFirst Bank & Trust | 56,174 | $958K | 0.7% | +4.7% | 0.064% | |
11/21/2023 | Comerica Bank | 31,700 | $541K | 0.0% | N/A | 0.036% | |
11/16/2023 | Owen LaRue LLC | 10,430 | $178K | 0.2% | -33.7% | 0.012% | |
11/16/2023 | Morgan Stanley | 2,411,051 | $41.13M | 0.0% | +12.0% | 2.731% | |
11/15/2023 | Royal Bank of Canada | 1,321,386 | $22.54M | 0.0% | +16.4% | 1.497% | |
11/15/2023 | Ameriprise Financial Inc. | 431,101 | $7.36M | 0.0% | +45.5% | 0.488% | |
11/14/2023 | Qube Research & Technologies Ltd | 36,117 | $616K | 0.0% | N/A | 0.041% | |
11/13/2023 | Stifel Financial Corp | 46,190 | $788K | 0.0% | +71.6% | 0.052% | |
11/13/2023 | Mariner LLC | 41,814 | $713K | 0.0% | -30.3% | 0.047% | |
11/13/2023 | LPL Financial LLC | 3,900,038 | $66.54M | 0.0% | +2.3% | 4.418% | |
11/13/2023 | Envestnet Asset Management Inc. | 99,139 | $1.69M | 0.0% | -34.8% | 0.112% | |
11/13/2023 | Kestra Advisory Services LLC | 56,458 | $963K | 0.0% | +66.0% | 0.064% | |
11/9/2023 | UBS Group AG | 297,421 | $5.07M | 0.0% | +20.5% | 0.337% | |
11/8/2023 | AlphaStar Capital Management LLC | 92,902 | $1.62M | 0.2% | +160.2% | 0.105% | |
11/8/2023 | Janney Montgomery Scott LLC | 301,690 | $5.15M | 0.0% | -9.5% | 0.342% | |
11/8/2023 | Atria Wealth Solutions Inc. | 248,918 | $4.25M | 0.1% | +40.4% | 0.282% | |
11/8/2023 | Sowell Financial Services LLC | 158,255 | $2.70M | 0.2% | +10.8% | 0.179% | |
11/8/2023 | Avantax Advisory Services Inc. | 19,521 | $333K | 0.0% | N/A | 0.022% | |
11/8/2023 | Kestra Private Wealth Services LLC | 13,132 | $224K | 0.0% | +28.9% | 0.015% | |
11/7/2023 | Kingsview Wealth Management LLC | 82,411 | $1.41M | 0.1% | N/A | 0.093% | |
11/7/2023 | Prosperity Wealth Management Inc. | 34,125 | $582K | 0.4% | +14.6% | 0.039% | |
11/7/2023 | Atria Investments Inc | 118,130 | $2.02M | 0.0% | +3.9% | 0.134% | |
11/6/2023 | Sigma Planning Corp | 33,964 | $579K | 0.0% | +19.2% | 0.038% | |
11/4/2023 | NBC Securities Inc. | 9,709 | $165K | 0.0% | N/A | 0.011% | |
11/3/2023 | Colonial River Wealth Management LLC | 26,153 | $446K | 0.3% | -5.6% | 0.030% | |
11/3/2023 | Private Advisor Group LLC | 92,775 | $1.58M | 0.0% | +3.8% | 0.105% | |
10/31/2023 | Triumph Capital Management | 12,562 | $214K | 0.1% | N/A | 0.014% | |
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10/30/2023 | SFI Advisors LLC | 15,949 | $272K | 0.3% | N/A | 0.018% | |
10/24/2023 | Bank of New York Mellon Corp | 20,107 | $343K | 0.0% | N/A | 0.023% | |
10/24/2023 | Eudaimonia Partners LLC | 88,336 | $1.51M | 0.4% | -8.3% | 0.100% | |
10/24/2023 | J.W. Cole Advisors Inc. | 69,629 | $1.19M | 0.1% | +9.6% | 0.079% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 442,969 | $7.56M | 0.0% | -9.3% | 0.502% | |
10/24/2023 | Raymond James & Associates | 187,467 | $3.20M | 0.0% | +6.6% | 0.212% | |
10/24/2023 | FinTrust Capital Advisors LLC | 174,875 | $2.98M | 0.7% | +63.2% | 0.198% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 265,440 | $4.53M | 0.0% | +6.9% | 0.301% | |
10/23/2023 | Commonwealth Equity Services LLC | 73,257 | $1.25M | 0.0% | +2.9% | 0.083% | |
10/20/2023 | Brookstone Capital Management | 397,370 | $6.51M | 0.1% | +5.7% | 0.450% | |