4/17/2025 | Janney Montgomery Scott LLC | 50,236 | $517K | 0.0% | +65.7% | 0.092% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 41,623 | $428K | 0.0% | -32.8% | 0.076% | |
4/14/2025 | Farther Finance Advisors LLC | 9,079 | $94K | 0.0% | N/A | 0.017% | |
4/14/2025 | Park Avenue Securities LLC | 130,813 | $1.35M | 0.0% | +1.7% | 0.240% | |
4/9/2025 | RFG Advisory LLC | 14,945 | $154K | 0.0% | N/A | 0.027% | |
4/9/2025 | Merit Financial Group LLC | 20,410 | $210K | 0.0% | N/A | 0.037% | |
4/9/2025 | Integrated Capital Management Inc. | 25,158 | $259K | 0.2% | +13.7% | 0.046% | |
4/9/2025 | Fiduciary Alliance LLC | 17,077 | $176K | 0.0% | -7.3% | 0.031% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 61,903 | $631K | 0.0% | +4.5% | 0.113% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 56,050 | $572K | 0.0% | -14.6% | 0.103% | |
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2/17/2025 | Saba Capital Management L.P. | 260,609 | $2.66M | 0.1% | -81.1% | 0.477% | |
2/17/2025 | Pathstone Holdings LLC | 2,329,047 | $23.81M | 0.1% | +21.2% | 4.264% | |
2/17/2025 | Nomura Holdings Inc. | 15,566 | $159K | 0.0% | +37.5% | 0.028% | |
2/17/2025 | Logan Stone Capital LLC | 15,551 | $159K | 0.1% | -86.5% | 0.028% | |
2/17/2025 | Cary Street Partners Financial LLC | 16,621 | $170K | 0.0% | N/A | 0.030% | |
2/17/2025 | Bank of America Corp DE | 348,563 | $3.56M | 0.0% | +293.5% | 0.638% | |
2/17/2025 | Ameriprise Financial Inc. | 80,137 | $817K | 0.0% | -6.2% | 0.147% | |
2/14/2025 | AQR Arbitrage LLC | 16,561 | $169K | 0.0% | -90.8% | 0.030% | |
2/14/2025 | Lido Advisors LLC | 44,387 | $453K | 0.0% | N/A | 0.081% | |
2/14/2025 | MGO One Seven LLC | 11,202 | $114K | 0.0% | N/A | 0.021% | |
2/14/2025 | Stifel Financial Corp | 96,981 | $989K | 0.0% | +98.0% | 0.178% | |
2/14/2025 | First Trust Advisors LP | 17,513 | $179K | 0.0% | -10.3% | 0.032% | |
2/13/2025 | 1607 Capital Partners LLC | 1,695,366 | $17.29M | 1.4% | +75.4% | 3.104% | |
2/13/2025 | Guggenheim Capital LLC | 143,054 | $1.46M | 0.0% | -49.7% | 0.262% | |
2/13/2025 | Mariner LLC | 27,481 | $280K | 0.0% | +4.6% | 0.050% | |
2/13/2025 | Carson Advisory Inc. | 43,769 | $446K | 0.3% | +8.6% | 0.080% | |
2/13/2025 | Rockefeller Capital Management L.P. | 169,169 | $1.73M | 0.0% | -9.2% | 0.310% | |
2/13/2025 | Advisory Services Network LLC | 21,706 | $221K | 0.0% | +12.7% | 0.040% | |
2/13/2025 | Invesco Ltd. | 201,680 | $2.06M | 0.0% | +12.6% | 0.369% | |
2/13/2025 | Envestnet Asset Management Inc. | 130,684 | $1.33M | 0.0% | +4.9% | 0.239% | |
2/13/2025 | Wells Fargo & Company MN | 426,551 | $4.35M | 0.0% | +6.7% | 0.781% | |
2/12/2025 | Landscape Capital Management L.L.C. | 21,462 | $219K | 0.0% | N/A | 0.039% | |
2/12/2025 | Uniting Wealth Partners LLC | 19,764 | $202K | 0.1% | N/A | 0.036% | |
2/12/2025 | Mechanics Financial Corp | 6,650 | $68K | 0.0% | N/A | 0.012% | |
2/12/2025 | Cottage Street Advisors LLC | 10,000 | $102K | 0.1% | N/A | 0.018% | |
2/11/2025 | LPL Financial LLC | 74,226 | $757K | 0.0% | -2.8% | 0.136% | |
2/10/2025 | Rareview Capital LLC | 327,253 | $3.55M | 2.6% | +3.2% | 0.599% | |
2/10/2025 | Atala Financial Inc | 45,346 | $463K | 0.3% | N/A | 0.083% | |
2/10/2025 | Hollencrest Capital Management | 6,690 | $68K | 0.0% | -27.8% | 0.012% | |
2/7/2025 | HighTower Advisors LLC | 245,192 | $2.50M | 0.0% | +4.8% | 0.449% | |
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2/7/2025 | Blue Bell Private Wealth Management LLC | 8,049 | $82K | 0.0% | -51.7% | 0.015% | |
2/6/2025 | Raymond James Financial Inc. | 907,758 | $9.26M | 0.0% | N/A | 1.662% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 128,759 | $1.31M | 0.0% | +7.4% | 0.236% | |
2/5/2025 | Providence First Trust Co | 24,303 | $248K | 0.1% | -4.3% | 0.044% | |
2/5/2025 | US Bancorp DE | 6,000 | $61K | 0.0% | -19.5% | 0.011% | |
2/5/2025 | Verus Capital Partners LLC | 50,000 | $510K | 0.0% | +4.2% | 0.092% | |
2/5/2025 | Oppenheimer & Co. Inc. | 14,367 | $147K | 0.0% | -43.2% | 0.026% | |
2/4/2025 | Ackerman Capital Advisors LLC | 35,136 | $358K | 0.1% | -33.1% | 0.064% | |
2/4/2025 | Bank of New York Mellon Corp | 139,055 | $1.42M | 0.0% | -4.7% | 0.255% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 102,800 | $1.05M | 0.0% | N/A | 0.188% | |
1/31/2025 | Truist Financial Corp | 13,860 | $141K | 0.0% | -53.9% | 0.025% | |
1/30/2025 | Csenge Advisory Group | 47,670 | $486K | 0.0% | +16.2% | 0.087% | |
1/30/2025 | Compass Financial Group INC SD | 42,626 | $435K | 0.1% | +2.9% | 0.078% | |
1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 102,800 | $1.05M | 0.0% | N/A | 0.188% | |
1/29/2025 | Van ECK Associates Corp | 415,636 | $4.24M | 0.0% | +3.6% | 0.761% | |
1/29/2025 | Indiana Trust & Investment Management Co | 66,515 | $678K | 0.2% | +1.5% | 0.122% | |
1/28/2025 | Leo Wealth LLC | 213,267 | $2.18M | 0.2% | +2.2% | 0.390% | |
1/27/2025 | Choreo LLC | 46,677 | $476K | 0.0% | +6.7% | 0.085% | |
1/27/2025 | Stratos Wealth Advisors LLC | 17,892 | $183K | 0.0% | -58.4% | 0.033% | |
1/27/2025 | Stratos Wealth Partners LTD. | 38,045 | $388K | 0.0% | -8.6% | 0.070% | |
1/23/2025 | Keudell Morrison Wealth Management | 20,350 | $208K | 0.1% | N/A | 0.037% | |
1/22/2025 | PFG Investments LLC | 57,513 | $587K | 0.0% | +46.9% | 0.105% | |
1/17/2025 | Avior Wealth Management LLC | 31,169 | $318K | 0.0% | +10.1% | 0.057% | |
1/17/2025 | Janney Montgomery Scott LLC | 30,319 | $309K | 0.0% | +30.5% | 0.056% | |
1/15/2025 | Occidental Asset Management LLC | 10,316 | $105K | 0.0% | N/A | 0.019% | |
1/14/2025 | Park Avenue Securities LLC | 128,585 | $1.31M | 0.0% | +5.2% | 0.235% | |
1/14/2025 | Melone Private Wealth LLC | 159,428 | $1.63M | 0.8% | -5.5% | 0.292% | |
1/14/2025 | Integrated Capital Management Inc. | 22,130 | $226K | 0.2% | +7.1% | 0.041% | |
1/13/2025 | Fiduciary Alliance LLC | 18,418 | $188K | 0.0% | N/A | 0.034% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 65,670 | $715K | 0.0% | -14.0% | 0.120% | |
12/3/2024 | Rivernorth Capital Management LLC | 5,677,085 | $61.54M | 3.0% | -2.8% | 10.394% | |
11/25/2024 | Sanctuary Advisors LLC | 28,240 | $295K | 0.0% | +3.7% | 0.052% | |
11/22/2024 | Capstone Capital LLC | 29,450 | $319K | 0.3% | -16.7% | 0.054% | |
11/15/2024 | Rivernorth Capital Management LLC | 5,652,747 | $61.28M | 3.1% | -3.2% | 10.349% | |
11/15/2024 | HighTower Advisors LLC | 234,017 | $2.54M | 0.0% | +3.5% | 0.428% | |
11/14/2024 | Rockefeller Capital Management L.P. | 186,376 | $2.02M | 0.0% | +41.3% | 0.341% | |
11/8/2024 | Moors & Cabot Inc. | 13,129 | $142K | 0.0% | +11.2% | 0.024% | |
11/8/2024 | Avior Wealth Management LLC | 28,304 | $307K | 0.0% | +5.8% | 0.052% | |
11/8/2024 | Prospera Financial Services Inc | 139,262 | $1.51M | 0.0% | +2.2% | 0.255% | |
11/7/2024 | Pathstone Holdings LLC | 1,922,312 | $20.84M | 0.1% | +3.2% | 3.519% | |
11/7/2024 | Aviance Capital Partners LLC | 21,519 | $233K | 0.0% | +7.2% | 0.039% | |
11/5/2024 | Verus Capital Partners LLC | 48,000 | $520K | 0.0% | N/A | 0.088% | |
11/1/2024 | Carson Advisory Inc. | 40,304 | $437K | 0.3% | +2.5% | 0.074% | |
11/1/2024 | Fiera Capital Corp | 310,781 | $3.37M | 0.0% | -2.9% | 0.569% | |
11/1/2024 | Heritage Wealth Management Inc. | 10,880 | $118K | 0.0% | N/A | 0.020% | |
10/31/2024 | Concurrent Investment Advisors LLC | 18,025 | $195K | 0.0% | -25.0% | 0.033% | |
10/30/2024 | Catalina Capital Group LLC | 14,894 | $161K | 0.1% | N/A | 0.027% | |
10/29/2024 | Van ECK Associates Corp | 401,217 | $4.24M | 0.0% | -2.0% | 0.735% | |
10/28/2024 | US Bancorp DE | 7,455 | $81K | 0.0% | +24.3% | 0.014% | |
10/24/2024 | Ackerman Capital Advisors LLC | 52,541 | $570K | 0.1% | +16.8% | 0.096% | |
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10/24/2024 | Wealth Enhancement Advisory Services LLC | 59,243 | $642K | 0.0% | +40.5% | 0.108% | |
10/24/2024 | PFG Investments LLC | 39,148 | $424K | 0.0% | +244.3% | 0.072% | |
10/22/2024 | International Assets Investment Management LLC | 61,886 | $671K | 0.0% | +984.0% | 0.113% | |
10/22/2024 | Leo Wealth LLC | 208,584 | $2.26M | 0.2% | +10.4% | 0.382% | |
10/18/2024 | Raymond James & Associates | 427,585 | $4.64M | 0.0% | +2.4% | 0.783% | |
10/16/2024 | Indiana Trust & Investment Management Co | 65,509 | $710K | 0.2% | +1.5% | 0.120% | |
10/10/2024 | Silverlake Wealth Management LLC | 11,829 | $128K | 0.0% | N/A | 0.022% | |
10/7/2024 | Melone Private Wealth LLC | 168,742 | $1.83M | 1.0% | +0.6% | 0.309% | |
10/3/2024 | Park Avenue Securities LLC | 122,211 | $1.33M | 0.0% | -2.6% | 0.224% | |
9/5/2024 | Sanctuary Advisors LLC | 27,240 | $270K | 0.0% | N/A | 0.000% | |