11/15/2024 | Continuum Advisory LLC | 8,264 | $114K | 0.0% | -8.6% | 0.000% | |
11/15/2024 | Glen Eagle Advisors LLC | 41,689 | $572K | 0.1% | -8.7% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 32,657 | $447K | 0.0% | -18.8% | 0.000% | |
11/15/2024 | Hilltop Holdings Inc. | 23,359 | $320K | 0.0% | N/A | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 32,038 | $440K | 0.0% | -10.0% | 0.000% | |
11/13/2024 | NCP Inc. | 103,917 | $1.43M | 0.8% | +2.9% | 0.000% | |
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11/9/2024 | Landscape Capital Management L.L.C. | 112,245 | $1.54M | 0.2% | -56.5% | 0.000% | |
11/8/2024 | Cornerstone Advisors LLC | 943,978 | $12.95M | 0.5% | -3.1% | 0.000% | |
11/8/2024 | Moors & Cabot Inc. | 129,549 | $1.78M | 0.1% | +2.0% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 432,997 | $5.94M | 0.1% | +43.5% | 0.000% | |
11/8/2024 | Prospera Financial Services Inc | 96,371 | $1.32M | 0.0% | +1.2% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 254,550 | $3.49M | 0.0% | -7.1% | 0.000% | |
11/1/2024 | Lindbrook Capital LLC | 689,638 | $9.46M | 0.8% | +45.5% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 321,732 | $4.49M | 1.7% | -24.5% | 0.000% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 65,001 | $892K | 0.6% | N/A | 0.000% | |
10/30/2024 | Armor Investment Advisors LLC | 22,743 | $312K | 0.1% | -3.1% | 0.000% | |
10/30/2024 | Focused Wealth Management Inc | 278,067 | $3.82M | 0.5% | +1.8% | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 164,962 | $2.26M | 0.0% | N/A | 0.000% | |
10/28/2024 | TPG Advisors LLC | 146,747 | $2.01M | 1.6% | +2.0% | 0.000% | |
10/25/2024 | Tyche Wealth Partners LLC | 25,696 | $353K | 0.1% | -5.8% | 0.000% | |
10/25/2024 | MONECO Advisors LLC | 265,799 | $3.65M | 0.5% | +2.6% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 71,606 | $982K | 0.0% | -1.6% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 488,892 | $6.71M | 0.0% | +1,303.5% | 0.000% | |
10/21/2024 | Venture Visionary Partners LLC | 57,850 | $794K | 0.0% | -10.1% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 675,344 | $9.27M | 0.0% | +110.4% | 0.000% | |
10/18/2024 | Clarity Wealth Advisors LLC | 13,300 | $182K | 0.1% | N/A | 0.000% | |
10/18/2024 | Raymond James & Associates | 610,760 | $8.38M | 0.0% | +1.3% | 0.000% | |
10/16/2024 | Twelve Points Wealth Management LLC | 278,478 | $3.82M | 1.2% | +16.1% | 0.000% | |
10/15/2024 | HTLF Bank | 60,637 | $832K | 0.1% | -14.7% | 0.000% | |
10/10/2024 | Fiduciary Financial Group LLC | 21,039 | $287K | 0.1% | -23.3% | 0.000% | |
10/9/2024 | Maltin Wealth Management Inc. | 17,421 | $239K | 0.1% | -6.9% | 0.000% | |
10/9/2024 | Matrix Trust Co | 5,041 | $69K | 0.0% | N/A | 0.000% | |
10/9/2024 | Patten Group Inc. | 61,484 | $844K | 0.2% | -2.0% | 0.000% | |
10/8/2024 | CWM LLC | 6,663 | $91K | 0.0% | +581.3% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 84,647 | $1.16M | 0.1% | +15.9% | 0.000% | |
10/8/2024 | Integrated Capital Management Inc. | 20,931 | $287K | 0.2% | +7.5% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 122,551 | $1.68M | 0.0% | -1.8% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 38,589 | $490K | 0.0% | N/A | 0.000% | |
8/30/2024 | NCP Inc. | 100,941 | $1.36M | 0.9% | +24.4% | 0.000% | |
8/22/2024 | PVG Asset Management Corp | 113,390 | $1.53M | 6.1% | N/A | 0.000% | |
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8/22/2024 | Cetera Investment Advisers | 105,196 | $1.42M | 0.0% | +2.0% | 0.000% | |
8/21/2024 | Truist Financial Corp | 41,267 | $557K | 0.0% | -24.9% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 131,877 | $1.81M | 0.0% | +4.9% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 49,139 | $663K | 0.0% | -38.7% | 0.000% | |
8/13/2024 | TPG Advisors LLC | 143,869 | $1.94M | 1.7% | N/A | 0.000% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 14,686 | $198K | 0.0% | -53.2% | 0.000% | |
8/9/2024 | Cornerstone Advisors LLC | 974,532 | $13.16M | 0.5% | -4.2% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 537,514 | $7.26M | 0.0% | +210.6% | 0.000% | |
8/6/2024 | Stonebrook Private Inc. | 12,383 | $167K | 0.0% | -61.7% | 0.000% | |
8/5/2024 | Farmers & Merchants Investments Inc. | 1,850 | $25K | 0.0% | N/A | 0.000% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 9,000 | $122K | 0.0% | +50.0% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 426,207 | $5.86M | 2.4% | -16.4% | 0.000% | |
8/2/2024 | Legacy Capital Wealth Partners LLC | 298,274 | $4.03M | 1.0% | N/A | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 273,989 | $3.70M | 0.0% | +3.3% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 359,840 | $4.86M | 0.0% | -0.9% | 0.000% | |
7/31/2024 | Focused Wealth Management Inc | 273,273 | $3.69M | 0.5% | +4.8% | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 34,834 | $470K | 0.0% | -3.9% | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 73,011 | $986K | 0.1% | +20.8% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 320,913 | $4.33M | 0.0% | -7.8% | 0.000% | |
7/26/2024 | Bank of New York Mellon Corp | 21,051 | $284K | 0.0% | -4.9% | 0.000% | |
7/26/2024 | Patten Group Inc. | 62,727 | $847K | 0.2% | -22.5% | 0.000% | |
7/23/2024 | HTLF Bank | 71,091 | $960K | 0.1% | -2.6% | 0.000% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 851,314 | $11.49M | 0.0% | -0.1% | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 72,741 | $982K | 0.1% | -37.7% | 0.000% | |
7/19/2024 | MONECO Advisors LLC | 258,951 | $3.50M | 0.5% | -2.8% | 0.000% | |
7/19/2024 | Raymond James & Associates | 603,099 | $8.14M | 0.0% | -2.0% | 0.000% | |
7/18/2024 | Fiduciary Financial Group LLC | 27,422 | $373K | 0.1% | N/A | 0.000% | |
7/16/2024 | Great Valley Advisor Group Inc. | 19,253 | $260K | 0.0% | -10.7% | 0.000% | |
7/12/2024 | Twelve Points Wealth Management LLC | 239,864 | $3.24M | 1.1% | +22.6% | 0.000% | |
7/12/2024 | Integrated Capital Management Inc. | 19,465 | $263K | 0.2% | N/A | 0.000% | |
7/9/2024 | Park Avenue Securities LLC | 124,826 | $1.69M | 0.0% | N/A | 0.000% | |
7/9/2024 | Investment Partners Asset Management Inc. | 41,691 | $563K | 0.5% | -3.6% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 22,637 | $299K | 0.0% | +57.1% | 0.000% | |
5/23/2024 | ARQ Wealth Advisors LLC | 11,779 | $156K | 0.1% | -87.2% | 0.000% | |
5/17/2024 | Comerica Bank | 102,249 | $1.35M | 0.0% | -8.4% | 0.000% | |
5/16/2024 | Global Financial Private Client LLC | 2,486 | $33K | 0.0% | N/A | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 125,755 | $1.62M | 0.0% | -2.7% | 0.000% | |
5/16/2024 | Kraft Davis & Associates LLC | 18,535 | $243K | 0.1% | N/A | 0.000% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 11,004 | $146K | 0.0% | -12.0% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 180,917 | $2.39M | 0.0% | +131.1% | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 1,017,567 | $13.46M | 0.6% | +37.0% | 0.000% | |
5/9/2024 | Koshinski Asset Management Inc. | 13,914 | $184K | 0.0% | -7.8% | 0.000% | |
5/8/2024 | Focused Wealth Management Inc | 260,869 | $3.45M | 0.5% | -1.6% | 0.000% | |
5/7/2024 | Stonebrook Private Inc. | 32,363 | $428K | 0.1% | -5.8% | 0.000% | |
5/7/2024 | Atomi Financial Group Inc. | 60,442 | $800K | 0.1% | -19.0% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 153,656 | $2.03M | 0.0% | -17.2% | 0.000% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 9,574 | $126K | 0.1% | +26.1% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 363,273 | $4.81M | 0.0% | -8.2% | 0.000% | |
4/26/2024 | LifeSteps Financial Inc. | 2,000 | $26K | 0.0% | N/A | 0.000% | |
4/26/2024 | MONECO Advisors LLC | 266,278 | $3.52M | 0.6% | -1.9% | 0.000% | |
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4/25/2024 | Lindbrook Capital LLC | 456,130 | $6.04M | 0.6% | +1.3% | 0.000% | |
4/25/2024 | Armor Investment Advisors LLC | 25,187 | $333K | 0.2% | -21.3% | 0.000% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 6,000 | $79K | 0.0% | +62.2% | 0.000% | |
4/23/2024 | Tyche Wealth Partners LLC | 27,942 | $370K | 0.1% | -9.5% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 852,160 | $11.27M | 0.0% | +5.4% | 0.000% | |
4/22/2024 | Raymond James & Associates | 615,114 | $8.14M | 0.0% | +1.0% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 348,164 | $4.61M | 0.0% | +6.6% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 116,747 | $1.55M | 0.1% | -2.7% | 0.000% | |
4/15/2024 | Investment Partners Asset Management Inc. | 43,254 | $572K | 0.5% | -2.3% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 129,187 | $1.66M | 0.0% | +2.7% | 0.000% | |