3/12/2024 | PVG Asset Management Corp | 10,961 | $0.44M | 2.1% | -70.8% | 0.079% | |
3/8/2024 | ICA Group Wealth Management LLC | 3,168 | $0.13M | 0.0% | N/A | 0.023% | |
2/26/2024 | Centaurus Financial Inc. | 7,900 | $0.32M | 0.0% | N/A | 0.057% | |
2/16/2024 | Harbour Investments Inc. | 13,778 | $0.56M | 0.0% | +2.8% | 0.099% | |
2/15/2024 | OLD Mission Capital LLC | 5,761 | $0.23M | 0.0% | N/A | 0.041% | |
2/15/2024 | Citadel Advisors LLC | 13,126 | $0.53M | 0.0% | N/A | 0.094% | |
|
2/15/2024 | Comerica Bank | 11,241 | $0.45M | 0.0% | -4.4% | 0.081% | |
2/14/2024 | Royal Bank of Canada | 620,640 | $25.06M | 0.0% | -26.9% | 4.449% | |
2/14/2024 | Continuum Advisory LLC | 33,456 | $1.35M | 0.2% | -93.2% | 0.240% | |
2/14/2024 | ADAR1 Capital Management LLC | 61,264 | $2.47M | 0.9% | N/A | 0.439% | |
2/13/2024 | Envestnet Asset Management Inc. | 287,088 | $11.59M | 0.0% | -4.4% | 2.058% | |
2/12/2024 | ORBA Wealth Advisors L.L.C. | 258,067 | $10.42M | 6.2% | N/A | 1.850% | |
2/12/2024 | Avestar Capital LLC | 664,855 | $26.85M | 3.0% | +268.6% | 4.766% | |
2/12/2024 | TD Capital Management LLC | 2,186 | $88K | 0.0% | N/A | 0.016% | |
2/12/2024 | Stifel Financial Corp | 16,123 | $0.65M | 0.0% | N/A | 0.116% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 4,949 | $0.20M | 0.0% | +944.1% | 0.035% | |
2/9/2024 | Congress Wealth Management LLC DE | 335,231 | $13.54M | 0.2% | +1.0% | 2.403% | |
2/9/2024 | Orion Portfolio Solutions LLC | 69,829 | $2.82M | 0.0% | N/A | 0.501% | |
2/9/2024 | Tidemark LLC | 1,086 | $44K | 0.0% | N/A | 0.008% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 17,419 | $0.70M | 0.0% | -21.3% | 0.125% | |
2/9/2024 | UBS Group AG | 86,705 | $3.50M | 0.0% | -12.3% | 0.622% | |
2/8/2024 | Financial Advocates Investment Management | 34,766 | $1.40M | 0.1% | -3.9% | 0.249% | |
2/8/2024 | WT Wealth Management | 209,895 | $8.48M | 3.3% | -19.5% | 1.505% | |
2/7/2024 | Avantax Advisory Services Inc. | 25,297 | $1.02M | 0.0% | +33.3% | 0.181% | |
2/6/2024 | Private Advisor Group LLC | 26,456 | $1.07M | 0.0% | -65.6% | 0.190% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 46,303 | $1.87M | 0.5% | +28.3% | 0.332% | |
2/5/2024 | Paradigm Financial Partners LLC | 10,257 | $0.41M | 0.1% | +14.1% | 0.074% | |
2/2/2024 | Valmark Advisers Inc. | 13,327 | $0.54M | 0.0% | N/A | 0.096% | |
2/2/2024 | BIP Wealth LLC | 381,229 | $15.39M | 1.2% | +5.5% | 2.733% | |
2/1/2024 | CWM LLC | 1,131,051 | $45.67M | 0.2% | +30.7% | 8.108% | |
1/31/2024 | Kraft Davis & Associates LLC | 238,097 | $9.65M | 2.9% | +124.5% | 1.707% | |
1/30/2024 | Elmwood Wealth Management Inc. | 16,743 | $0.68M | 0.5% | -54.0% | 0.120% | |
1/24/2024 | Stratos Wealth Partners LTD. | 23,704 | $0.96M | 0.0% | -18.4% | 0.170% | |
1/24/2024 | Auour Investments LLC | 125,089 | $5.07M | 2.0% | +0.3% | 0.897% | |
1/24/2024 | Private Trust Co. NA | 1,840 | $74K | 0.0% | -87.8% | 0.013% | |
1/23/2024 | Levy Wealth Management Group LLC | 32,782 | $1.32M | 0.4% | -11.7% | 0.235% | |
1/23/2024 | David Kennon Inc | 192,382 | $7.77M | 3.5% | -64.1% | 1.379% | |
1/22/2024 | Opal Wealth Advisors LLC | 21,049 | $0.85M | 0.3% | N/A | 0.151% | |
1/19/2024 | PFG Advisors | 9,513 | $0.38M | 0.0% | N/A | 0.068% | |
1/18/2024 | Gradient Investments LLC | 1,459,635 | $58.94M | 1.4% | +42.2% | 10.463% | |
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1/18/2024 | Hobart Private Capital LLC | 6,655 | $0.27M | 0.1% | -61.0% | 0.048% | |
1/18/2024 | Bouchey Financial Group Ltd | 485,354 | $19.60M | 2.1% | +27.0% | 3.479% | |
1/16/2024 | Raymond James & Associates | 276,628 | $11.17M | 0.0% | N/A | 1.983% | |
1/12/2024 | Everhart Financial Group Inc. | 32,590 | $1.32M | 0.5% | +1.3% | 0.234% | |
1/12/2024 | Advisor Resource Council | 209,437 | $8.46M | 1.0% | +2,748.7% | 1.501% | |
1/11/2024 | Naples Global Advisors LLC | 83,559 | $3.37M | 0.4% | -19.8% | 0.599% | |
1/5/2024 | CGN Advisors LLC | 33,205 | $1.34M | 0.2% | -11.8% | 0.238% | |
12/4/2023 | WT Wealth Management | 260,759 | $10.50M | 4.5% | -9.9% | 1.869% | |
12/1/2023 | Fortis Group Advisors LLC | 19,980 | $0.80M | 0.3% | +27.7% | 0.143% | |
11/21/2023 | Comerica Bank | 11,763 | $0.47M | 0.0% | N/A | 0.084% | |
11/16/2023 | Harbour Investments Inc. | 13,399 | $0.54M | 0.0% | +37.1% | 0.096% | |
11/16/2023 | Elmwood Wealth Management Inc. | 36,408 | $1.47M | 0.7% | -52.1% | 0.261% | |
11/16/2023 | Morgan Stanley | 967,805 | $38.97M | 0.0% | -8.6% | 6.938% | |
11/15/2023 | Toroso Investments LLC | 64,709 | $2.61M | 0.1% | -44.2% | 0.464% | |
11/15/2023 | Royal Bank of Canada | 848,825 | $34.18M | 0.0% | +117.2% | 6.085% | |
11/13/2023 | LPL Financial LLC | 1,058,882 | $42.64M | 0.0% | +16.2% | 7.591% | |
11/13/2023 | Envestnet Asset Management Inc. | 300,435 | $12.10M | 0.0% | -37.1% | 2.154% | |
11/9/2023 | BIP Wealth LLC | 361,344 | $14.55M | 1.3% | +7.7% | 2.590% | |
11/9/2023 | UBS Group AG | 98,828 | $3.98M | 0.0% | -3.9% | 0.708% | |
11/8/2023 | Aptus Capital Advisors LLC | 4,813 | $0.19M | 0.0% | N/A | 0.035% | |
11/8/2023 | HighTower Advisors LLC | 7,394 | $0.30M | 0.0% | N/A | 0.053% | |
11/8/2023 | Redwood Financial Network Corp | 7,165 | $0.29M | 0.3% | N/A | 0.051% | |
11/8/2023 | Western Wealth Management LLC | 16,561 | $0.67M | 0.1% | +43.8% | 0.119% | |
11/8/2023 | Avantax Advisory Services Inc. | 18,974 | $0.76M | 0.0% | -10.8% | 0.136% | |
11/7/2023 | David Kennon Inc | 535,461 | $21.56M | 10.3% | -3.3% | 3.838% | |
11/6/2023 | Winch Advisory Services LLC | 6,754 | $0.27M | 0.1% | -12.0% | 0.048% | |
11/6/2023 | Authentikos Wealth Advisory LLC | 24,415 | $0.98M | 0.9% | -9.0% | 0.175% | |
11/6/2023 | Sigma Planning Corp | 9,203 | $0.37M | 0.0% | N/A | 0.066% | |
11/6/2023 | Hobart Private Capital LLC | 17,071 | $0.69M | 0.3% | -6.8% | 0.122% | |
11/6/2023 | Eldridge Investment Advisors Inc. | 36,100 | $1.45M | 0.5% | +82.3% | 0.259% | |
11/1/2023 | Verus Capital Partners LLC | 10,763 | $0.43M | 0.1% | N/A | 0.077% | |
10/30/2023 | Congress Wealth Management LLC DE | 332,051 | $13.37M | 0.3% | N/A | 2.380% | |
10/30/2023 | Arete Wealth Advisors LLC | 29,593 | $1.19M | 0.2% | N/A | 0.212% | |
10/27/2023 | Financial Advocates Investment Management | 36,160 | $1.46M | 0.1% | -10.5% | 0.259% | |
10/27/2023 | Gradient Investments LLC | 1,026,375 | $41.33M | 1.1% | +44.2% | 7.358% | |
10/27/2023 | PVG Asset Management Corp | 37,494 | $1.51M | 10.3% | -64.1% | 0.269% | |
10/25/2023 | Everhart Financial Group Inc. | 32,184 | $1.30M | 0.5% | -85.0% | 0.231% | |
10/25/2023 | Levy Wealth Management Group LLC | 37,134 | $1.50M | 0.5% | -9.0% | 0.266% | |
10/25/2023 | Advisor Resource Council | 7,352 | $0.30M | 0.2% | -73.2% | 0.053% | |
10/24/2023 | Bouchey Financial Group Ltd | 382,022 | $15.38M | 1.4% | -28.7% | 2.739% | |
10/24/2023 | Bank of New York Mellon Corp | 8,053 | $0.32M | 0.0% | -85.1% | 0.058% | |
10/24/2023 | Stratos Wealth Partners LTD. | 29,058 | $1.17M | 0.0% | N/A | 0.208% | |
10/24/2023 | Bridgeworth LLC | 8,245 | $0.33M | 0.0% | +9.9% | 0.059% | |
10/23/2023 | Commonwealth Equity Services LLC | 12,398 | $0.50M | 0.0% | +14.9% | 0.089% | |
10/20/2023 | Avestar Capital LLC | 180,387 | $7.26M | 1.0% | -17.0% | 1.293% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 6,675 | $0.27M | 0.1% | -16.9% | 0.048% | |
10/16/2023 | Trilogy Capital Inc. | 6,940 | $0.28M | 0.0% | +13.4% | 0.050% | |
10/16/2023 | Naples Global Advisors LLC | 104,134 | $4.19M | 0.5% | -9.7% | 0.746% | |
10/16/2023 | Kraft Davis & Associates LLC | 106,076 | $4.25M | 1.6% | +185.4% | 0.760% | |
10/16/2023 | Seed Wealth Management Inc. | 11,900 | $0.48M | 0.5% | +98.3% | 0.085% | |
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10/13/2023 | Auour Investments LLC | 124,719 | $5.01M | 2.1% | +5.6% | 0.894% | |
10/13/2023 | CGN Advisors LLC | 37,642 | $1.52M | 0.2% | +2.2% | 0.270% | |
10/12/2023 | Paradigm Financial Partners LLC | 8,988 | $0.36M | 0.1% | -21.3% | 0.064% | |
10/11/2023 | AE Wealth Management LLC | 27,189 | $1.10M | 0.0% | -17.2% | 0.195% | |
10/11/2023 | CWM LLC | 865,541 | $34.86M | 0.2% | +9.5% | 6.205% | |
10/11/2023 | Adviser Investments LLC | 13,353 | $0.54M | 0.0% | N/A | 0.096% | |
10/10/2023 | Northwest Capital Management Inc | 1,446 | $58K | 0.0% | +90.8% | 0.010% | |
10/10/2023 | Ameliora Wealth Management Ltd. | 49,984 | $2.01M | 1.2% | -3.7% | 0.358% | |
8/30/2023 | Western Wealth Management LLC | 11,516 | $0.46M | 0.0% | +2.7% | 0.083% | |
8/21/2023 | Osaic Holdings Inc. | 455,929 | $18.35M | 0.0% | -2.5% | 3.268% | |