4/24/2024 | Simplicity Wealth LLC | 38,021 | $0.70M | 0.0% | N/A | 0.023% | |
4/23/2024 | Global Retirement Partners LLC | 4,005 | $74K | 0.0% | -16.3% | 0.002% | |
4/23/2024 | Sage Mountain Advisors LLC | 25,458 | $0.47M | 0.0% | N/A | 0.016% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 89,153 | $1.65M | 0.1% | +4.1% | 0.055% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 87,646 | $1.62M | 0.0% | +23.4% | 0.054% | |
4/22/2024 | Strategic Financial Concepts LLC | 16,300 | $0.30M | 0.1% | N/A | 0.010% | |
4/22/2024 | PFG Investments LLC | 109,511 | $2.02M | 0.1% | +641.2% | 0.068% | |
4/22/2024 | Raymond James & Associates | 779,948 | $14.39M | 0.0% | -9.1% | 0.481% | |
4/19/2024 | Accel Wealth Management | 14,512 | $0.27M | 0.1% | N/A | 0.009% | |
4/19/2024 | Abundance Wealth Counselors | 50,978 | $0.94M | 0.2% | +7.9% | 0.031% | |
4/19/2024 | Monument Capital Management | 19,030 | $0.35M | 0.1% | N/A | 0.012% | |
4/18/2024 | Naviter Wealth LLC | 92,184 | $1.70M | 0.3% | N/A | 0.057% | |
4/18/2024 | Hexagon Capital Partners LLC | 3,599 | $66K | 0.0% | +28.9% | 0.002% | |
4/18/2024 | Mirador Capital Partners LP | 36,155 | $0.67M | 0.1% | +8.7% | 0.022% | |
4/18/2024 | SteelPeak Wealth LLC | 12,675 | $0.23M | 0.0% | N/A | 0.008% | |
4/17/2024 | Grimes & Company Inc. | 10,040 | $0.19M | 0.0% | N/A | 0.006% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 137,302 | $2.53M | 0.1% | -19.8% | 0.085% | |
4/15/2024 | IAM Advisory LLC | 15,686 | $0.29M | 0.1% | +33.2% | 0.010% | |
4/15/2024 | Sound Income Strategies LLC | 2,654,119 | $48.97M | 3.7% | +2.9% | 1.676% | |
4/12/2024 | Triad Investment Management | 109,202 | $2.02M | 2.4% | +2.8% | 0.069% | |
4/12/2024 | Gilman Hill Asset Management LLC | 600,184 | $11.07M | 2.0% | -1.5% | 0.379% | |
4/12/2024 | Global Assets Advisory LLC | 221,051 | $4.08M | 0.0% | +1,920.8% | 0.140% | |
4/10/2024 | Fulton Bank N.A. | 17,417 | $0.32M | 0.0% | -22.3% | 0.011% | |
4/10/2024 | Melia Wealth LLC | 691,540 | $12.76M | 7.2% | +5.5% | 0.437% | |
4/5/2024 | NBC Securities Inc. | 2,624 | $48K | 0.0% | +154.8% | 0.002% | |
4/1/2024 | Confluence Investment Management LLC | 376,673 | $6.95M | 0.1% | N/A | 0.238% | |
3/25/2024 | Quadrature Capital Ltd | 16,787 | $0.28M | 0.0% | -8.6% | 0.011% | |
3/22/2024 | PNC Financial Services Group Inc. | 296,636 | $4.95M | 0.0% | +1.8% | 0.187% | |
3/5/2024 | Fisher Asset Management LLC | 11,890 | $0.20M | 0.0% | N/A | 0.008% | |
3/4/2024 | Tucker Asset Management LLC | 5,763 | $96K | 0.0% | +921.8% | 0.004% | |
3/1/2024 | Creekmur Asset Management LLC | 6,279 | $0.11M | 0.0% | N/A | 0.004% | |
2/26/2024 | Centaurus Financial Inc. | 244,588 | $4.08M | 0.3% | -26.5% | 0.154% | |
2/22/2024 | Napa Wealth Management | 87,876 | $1.47M | 0.8% | N/A | 0.055% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 4,220 | $70K | 0.1% | +54.6% | 0.003% | |
2/14/2024 | Greenwich Investment Management Inc. | 23,136 | $0.39M | 0.3% | -23.4% | 0.015% | |
2/14/2024 | Left Brain Wealth Management LLC | 164,821 | $2.75M | 1.6% | -5.2% | 0.109% | |
2/14/2024 | Muzinich & Co. Inc. | 378,292 | $6.31M | 4.2% | +1.9% | 0.250% | |
2/14/2024 | Security National Bank | 4,003 | $67K | 0.0% | N/A | 0.003% | |
2/14/2024 | Waterloo Capital L.P. | 108,181 | $1.80M | 0.3% | N/A | 0.072% | |
2/13/2024 | Tower Research Capital LLC TRC | 6,345 | $0.11M | 0.0% | +91.9% | 0.004% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 40,592 | $0.68M | 0.3% | N/A | 0.027% | |
2/12/2024 | Capstone Investment Advisors LLC | 12,681 | $0.21M | 0.0% | N/A | 0.008% | |
2/12/2024 | Stifel Financial Corp | 373,641 | $6.23M | 0.0% | -2.4% | 0.247% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 70,422 | $1.17M | 0.0% | +2.5% | 0.047% | |
2/12/2024 | Parallel Advisors LLC | 16,747 | $0.28M | 0.0% | -7.9% | 0.011% | |
2/12/2024 | Chesapeake Capital Corp IL | 59,854 | $1M | 0.7% | N/A | 0.040% | |
2/12/2024 | Cape Investment Advisory Inc. | 3,349 | $56K | 0.0% | N/A | 0.002% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 85,610 | $1.43M | 0.1% | +1.8% | 0.057% | |
2/9/2024 | Founders Financial Alliance LLC | 25,250 | $0.42M | 0.2% | +4.9% | 0.017% | |
2/9/2024 | Advisory Services Network LLC | 41,536 | $0.69M | 0.0% | -9.0% | 0.027% | |
2/9/2024 | US Bancorp DE | 40,331 | $0.67M | 0.0% | +4.1% | 0.027% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 110,795 | $1.85M | 0.0% | +3.5% | 0.073% | |
2/9/2024 | 1620 Investment Advisors Inc. | 30,107 | $0.50M | 0.5% | -15.4% | 0.020% | |
2/9/2024 | Trexquant Investment LP | 28,361 | $0.47M | 0.0% | -57.5% | 0.019% | |
2/9/2024 | D.A. Davidson & CO. | 221,994 | $3.70M | 0.0% | +9.1% | 0.147% | |
2/9/2024 | Wells Fargo & Company MN | 513,338 | $8.56M | 0.0% | -4.3% | 0.340% | |
2/9/2024 | Mckinley Capital Management LLC | 352,453 | $5.88M | 0.8% | +1.0% | 0.233% | |
2/9/2024 | PNC Financial Services Group Inc. | 296,636 | $4.95M | 0.0% | +1.8% | 0.196% | |
2/8/2024 | Janney Montgomery Scott LLC | 282,596 | $4.71M | 0.0% | -9.0% | 0.187% | |
2/8/2024 | Core Wealth Partners LLC | 24,153 | $0.40M | 0.3% | +15.0% | 0.016% | |
2/8/2024 | MAS Advisors LLC | 12,547 | $0.21M | 0.3% | +22.4% | 0.008% | |
2/7/2024 | Jump Financial LLC | 165,400 | $2.76M | 0.1% | +43.8% | 0.109% | |
2/7/2024 | Polaris Capital Management LLC | 125,545 | $2.09M | 0.1% | +3.0% | 0.083% | |
2/7/2024 | BNP Paribas Financial Markets | 91,093 | $1.52M | 0.0% | +104.8% | 0.060% | |
2/7/2024 | Access Investment Management LLC | 38,200 | $0.64M | 0.2% | N/A | 0.025% | |
2/7/2024 | Principal Securities Inc. | 3,194 | $53K | 0.0% | N/A | 0.002% | |
2/6/2024 | Private Advisor Group LLC | 93,264 | $1.56M | 0.0% | +30.9% | 0.062% | |
2/6/2024 | Fisher Asset Management LLC | 12,490 | $0.21M | 0.0% | N/A | 0.008% | |
2/6/2024 | Essex Financial Services Inc. | 44,472 | $0.74M | 0.1% | +7.3% | 0.029% | |
2/5/2024 | Van ECK Associates Corp | 2,414,747 | $40.25M | 0.1% | +18.8% | 1.598% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 99,722 | $1.66M | 0.5% | +7.8% | 0.066% | |
2/2/2024 | Truist Financial Corp | 36,884 | $0.62M | 0.0% | -8.9% | 0.024% | |
2/2/2024 | Kovack Advisors Inc. | 44,936 | $0.75M | 0.1% | +69.3% | 0.030% | |
2/2/2024 | Anfield Capital Management LLC | 14,748 | $0.25M | 0.1% | +19.7% | 0.010% | |
2/2/2024 | Atria Wealth Solutions Inc. | 284,173 | $4.74M | 0.1% | -4.5% | 0.188% | |
2/2/2024 | Madison Park Capital Advisors LLC | 20,000 | $0.33M | 0.3% | N/A | 0.013% | |
2/1/2024 | Significant Wealth Partners LLC | 29,658 | $0.49M | 0.4% | N/A | 0.020% | |
2/1/2024 | Sigma Planning Corp | 88,278 | $1.47M | 0.1% | -47.7% | 0.058% | |
2/1/2024 | Signaturefd LLC | 3,382 | $56K | 0.0% | +30.4% | 0.002% | |
1/30/2024 | Latitude Advisors LLC | 10,227 | $0.17M | 0.1% | N/A | 0.007% | |
1/30/2024 | SVB Wealth LLC | 66,572 | $1.11M | 0.0% | -10.2% | 0.044% | |
1/30/2024 | Taylor Frigon Capital Management LLC | 110,788 | $1.85M | 0.9% | -1.9% | 0.073% | |
1/30/2024 | Sumitomo Mitsui Trust Holdings Inc. | 371,063 | $6.19M | 0.0% | +3.4% | 0.246% | |
1/29/2024 | Simplicity Solutions LLC | 36,792 | $0.61M | 0.0% | N/A | 0.024% | |
1/29/2024 | Graypoint LLC | 129,958 | $2.17M | 0.2% | +3.1% | 0.086% | |
1/26/2024 | Geneos Wealth Management Inc. | 4,505 | $75K | 0.0% | -80.1% | 0.003% | |
1/26/2024 | Miller Howard Investments Inc. NY | 270,000 | $4.50M | 0.2% | -32.5% | 0.179% | |
1/25/2024 | Bleakley Financial Group LLC | 36,792 | $0.61M | 0.0% | N/A | 0.024% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 22,715 | $0.38M | 0.0% | -20.9% | 0.015% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 15,021 | $0.25M | 0.0% | N/A | 0.010% | |
1/24/2024 | Fulton Bank N.A. | 22,417 | $0.37M | 0.0% | -15.1% | 0.015% | |
1/24/2024 | Sowell Financial Services LLC | 24,016 | $0.40M | 0.0% | -11.3% | 0.016% | |
1/24/2024 | Arkadios Wealth Advisors | 54,741 | $0.91M | 0.1% | +5.8% | 0.036% | |
1/24/2024 | International Assets Investment Management LLC | 1,345,736 | $22.43M | 0.0% | +1,567.0% | 0.890% | |
1/23/2024 | Colonial River Wealth Management LLC | 13,977 | $0.23M | 0.1% | +35.2% | 0.009% | |
1/23/2024 | FAS Wealth Partners Inc. | 218,696 | $3.65M | 0.3% | -1.6% | 0.145% | |
1/19/2024 | Mirador Capital Partners LP | 33,270 | $0.56M | 0.1% | -31.1% | 0.022% | |
1/18/2024 | Caprock Group LLC | 11,500 | $0.19M | 0.0% | -32.4% | 0.008% | |
1/18/2024 | Global Retirement Partners LLC | 4,785 | $81K | 0.0% | +294.2% | 0.003% | |
1/18/2024 | Blue Trust Inc. | 4,019 | $66K | 0.0% | N/A | 0.003% | |