3/4/2025 | Comprehensive Money Management Services LLC | 29,370 | $371K | 0.3% | N/A | 0.000% | |
2/17/2025 | Saba Capital Management L.P. | 8,165,612 | $103.13M | 2.4% | +10.5% | 0.000% | |
2/17/2025 | Pathstone Holdings LLC | 1,882,886 | $23.82M | 0.1% | +11.5% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 30,748 | $388K | 0.0% | +8.6% | 0.000% | |
2/17/2025 | Capstone Investment Advisors LLC | 526,672 | $6.65M | 0.0% | +123.1% | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 49,062 | $620K | 0.0% | -7.2% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 3,515,500 | $44.40M | 0.0% | -2.2% | 0.000% | |
2/17/2025 | Benjamin Edwards Inc. | 99,218 | $1.25M | 0.0% | -9.9% | 0.000% | |
2/17/2025 | Alteri Wealth LLC | 12,168 | $154K | 0.0% | N/A | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 217,683 | $2.75M | 0.1% | -46.3% | 0.000% | |
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2/14/2025 | Comerica Bank | 31,042 | $392K | 0.0% | -28.2% | 0.000% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 1,235,602 | $15.61M | 0.1% | -6.6% | 0.000% | |
2/14/2025 | Integrated Wealth Concepts LLC | 151,826 | $1.92M | 0.0% | -1.5% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 1,100,076 | $13.89M | 0.0% | +3.8% | 0.000% | |
2/14/2025 | Transce3nd LLC | 4,384 | $55K | 0.0% | N/A | 0.000% | |
2/13/2025 | 1607 Capital Partners LLC | 281,178 | $3.55M | 0.3% | -57.6% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 907,061 | $11.46M | 0.1% | +0.4% | 0.000% | |
2/13/2025 | Mariner LLC | 58,159 | $735K | 0.0% | +1.9% | 0.000% | |
2/13/2025 | Bessemer Group Inc. | 2,021 | $26K | 0.0% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 672,300 | $8.49M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 1,519,007 | $19.19M | 0.0% | -0.7% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 205,365 | $2.59M | 0.0% | +2.3% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 164,038 | $2.07M | 0.0% | +107.4% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 680,697 | $8.60M | 0.0% | +30.6% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 11,933 | $151K | 0.0% | -73.0% | 0.000% | |
2/12/2025 | Arete Wealth Advisors LLC | 521,634 | $6.59M | 0.5% | +0.7% | 0.000% | |
2/12/2025 | Prevail Innovative Wealth Advisors LLC | 49,492 | $625K | 0.2% | N/A | 0.000% | |
2/12/2025 | Level Four Advisory Services LLC | 21,423 | $271K | 0.0% | +9.2% | 0.000% | |
2/11/2025 | Modern Wealth Management LLC | 122,857 | $1.57M | 0.1% | +7.6% | 0.000% | |
2/11/2025 | LPL Financial LLC | 217,114 | $2.74M | 0.0% | +9.5% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 1,501,022 | $18.96M | 0.3% | -2.4% | 0.000% | |
2/10/2025 | Thrivent Financial for Lutherans | 214,110 | $2.73M | 0.0% | -1.4% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 97,290 | $1.23M | 0.0% | -8.1% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 74,101 | $936K | 0.0% | +399.0% | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 25,945 | $328K | 0.0% | N/A | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 45,476 | $574K | 0.0% | -19.2% | 0.000% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 231,667 | $2.93M | 0.6% | +3.5% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 672,300 | $8.49M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 15,235 | $192K | 0.0% | -5.6% | 0.000% | |
2/5/2025 | Pointe Capital Management LLC | 84,208 | $1.06M | 0.6% | +2.5% | 0.000% | |
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2/5/2025 | Advisor OS LLC | 45,270 | $572K | 0.1% | -25.4% | 0.000% | |
2/4/2025 | WealthShield Partners LLC | 74,241 | $938K | 0.1% | +52.3% | 0.000% | |
2/3/2025 | Concurrent Investment Advisors LLC | 45,875 | $579K | 0.0% | N/A | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 17,032 | $215K | 0.0% | +9.7% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 11,769 | $149K | 0.0% | N/A | 0.000% | |
1/31/2025 | Sanctuary Advisors LLC | 195,221 | $2.54M | 0.0% | +8.8% | 0.000% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 1,481,965 | $18.72M | 0.0% | -31.5% | 0.000% | |
1/29/2025 | Opal Wealth Advisors LLC | 62,192 | $785K | 0.2% | -2.4% | 0.000% | |
1/28/2025 | Stephens Inc. AR | 34,783 | $439K | 0.0% | +3.4% | 0.000% | |
1/27/2025 | Choreo LLC | 93,008 | $1.18M | 0.0% | +1.0% | 0.000% | |
1/27/2025 | Stratos Wealth Partners LTD. | 13,311 | $168K | 0.0% | -10.6% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 25,927 | $327K | 0.0% | +12.6% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 35,165 | $444K | 0.0% | -28.2% | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 172,932 | $2.18M | 0.0% | +3.1% | 0.000% | |
1/14/2025 | Integrated Capital Management Inc. | 24,405 | $308K | 0.2% | +3.4% | 0.000% | |
1/10/2025 | Fortitude Family Office LLC | 11,400 | $144K | 0.1% | -37.0% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 16,100 | $204K | 0.0% | -92.3% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 179,506 | $2.33M | 0.0% | -0.7% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 517,830 | $6.69M | 0.6% | +0.4% | 0.000% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 1,323,046 | $17.09M | 0.1% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 1,059,885 | $13.82M | 0.0% | +0.8% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 14,850 | $194K | 0.0% | -19.9% | 0.000% | |
11/15/2024 | Benjamin Edwards Inc. | 110,134 | $1.44M | 0.0% | N/A | 0.000% | |
11/14/2024 | Capstone Investment Advisors LLC | 236,120 | $3.08M | 0.0% | N/A | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 65,399 | $853K | 0.0% | -10.9% | 0.000% | |
11/12/2024 | Larson Financial Group LLC | 4,000 | $52K | 0.0% | +233.3% | 0.000% | |
11/12/2024 | Penserra Capital Management LLC | 351,304 | $4.58M | 0.1% | -65.2% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 44,232 | $577K | 0.1% | -71.5% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 1,538,565 | $20.06M | 0.4% | -6.8% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 1,689,362 | $22.04M | 0.1% | +4.7% | 0.000% | |
11/7/2024 | Thrivent Financial for Lutherans | 217,110 | $2.83M | 0.0% | +5.5% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 26,028 | $339K | 0.0% | N/A | 0.000% | |
11/1/2024 | Beckerman Institutional LLC | 57,487 | $750K | 0.6% | N/A | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 29,789 | $388K | 0.1% | N/A | 0.000% | |
10/28/2024 | Stephens Inc. AR | 33,648 | $439K | 0.0% | +10.5% | 0.000% | |
10/25/2024 | Vanguard Capital Wealth Advisors | 10,740 | $140K | 0.1% | -9.4% | 0.000% | |
10/25/2024 | Diversify Advisory Services LLC | 38,069 | $491K | 0.0% | -3.1% | 0.000% | |
10/25/2024 | Fortitude Family Office LLC | 18,100 | $236K | 0.1% | N/A | 0.000% | |
10/24/2024 | Pointe Capital Management LLC | 82,153 | $1.07M | 0.6% | -2.4% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 209,944 | $2.74M | 0.0% | +1,204.0% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 2,163,708 | $28.22M | 0.0% | -21.5% | 0.000% | |
10/16/2024 | Opal Wealth Advisors LLC | 63,726 | $831K | 0.3% | -13.9% | 0.000% | |
10/15/2024 | Occidental Asset Management LLC | 16,766 | $219K | 0.0% | +8.4% | 0.000% | |
10/8/2024 | Integrated Capital Management Inc. | 23,592 | $308K | 0.2% | +6.5% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 167,694 | $2.19M | 0.0% | -0.7% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 180,700 | $2.18M | 0.0% | N/A | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 61,823 | $759K | 0.0% | +6.1% | 0.000% | |
8/13/2024 | Thrivent Financial for Lutherans | 205,768 | $2.53M | 0.0% | +3.7% | 0.000% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 92,921 | $1.14M | 0.0% | +2.8% | 0.000% | |
8/10/2024 | Wealth Alliance | 17,363 | $213K | 0.0% | -22.0% | 0.000% | |
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8/9/2024 | Cornerstone Advisors LLC | 188,856 | $2.32M | 0.1% | -64.4% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 212,266 | $2.61M | 0.0% | +1.8% | 0.000% | |
8/7/2024 | Choreo LLC | 92,604 | $1.13M | 0.0% | +316.2% | 0.000% | |
8/6/2024 | Advisor OS LLC | 47,274 | $581K | 0.1% | +12.8% | 0.000% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 171,601 | $2.11M | 0.4% | +30.6% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 98,388 | $1.21M | 0.0% | +5.2% | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 16,100 | $198K | 0.0% | +11.6% | 0.000% | |
7/29/2024 | Fairman Group LLC | 11,957 | $147K | 0.1% | N/A | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 2,756,137 | $33.85M | 0.1% | -10.2% | 0.000% | |
7/25/2024 | Heritage Wealth Management Inc. CA | 11,854 | $146K | 0.1% | -7.4% | 0.000% | |