4/15/2024 | Sound Income Strategies LLC | 812,395 | $10.07M | 0.8% | +7.8% | 3.496% | |
3/25/2024 | Quadrature Capital Ltd | 62,643 | $772K | 0.0% | +121.4% | 0.270% | |
2/12/2024 | Cape Investment Advisory Inc. | 7,206 | $89K | 0.0% | N/A | 0.031% | |
2/7/2024 | Avantax Advisory Services Inc. | 21,198 | $261K | 0.0% | +13.1% | 0.091% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 61,800 | $760K | 0.0% | +50.7% | 0.266% | |
2/2/2024 | Atria Wealth Solutions Inc. | 58,548 | $747K | 0.0% | -22.2% | 0.252% | |
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1/24/2024 | International Assets Investment Management LLC | 2,460 | $30K | 0.0% | +1,130.0% | 0.011% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 13,622 | $168K | 0.0% | N/A | 0.059% | |
1/16/2024 | Raymond James & Associates | 98,169 | $1.21M | 0.0% | -12.5% | 0.422% | |
1/11/2024 | Sanders Morris Harris LLC | 31,287 | $402K | 0.2% | N/A | 0.135% | |
1/10/2024 | Sound Income Strategies LLC | 753,932 | $9.27M | 0.8% | +6.3% | 3.244% | |
11/15/2023 | Toroso Investments LLC | 60,582 | $774K | 0.0% | +6.4% | 0.261% | |
11/15/2023 | Advisors Asset Management Inc. | 280,450 | $3.58M | 0.1% | +8.0% | 1.207% | |
11/14/2023 | Quadrature Capital Ltd | 28,290 | $359K | 0.0% | -25.8% | 0.122% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 77,434 | $989K | 0.0% | +32.3% | 0.333% | |
11/13/2023 | Acadian Asset Management LLC | 19,471 | $248K | 0.0% | N/A | 0.084% | |
11/9/2023 | UBS Group AG | 194,508 | $2.48M | 0.0% | -1.1% | 0.837% | |
11/8/2023 | Atria Wealth Solutions Inc. | 75,255 | $988K | 0.0% | +16.1% | 0.324% | |
11/8/2023 | NewEdge Wealth LLC | 11,373 | $145K | 0.0% | N/A | 0.049% | |
11/7/2023 | Virtus ETF Advisers LLC | 57,966 | $740K | 0.4% | +74.2% | 0.249% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 24,787 | $317K | 0.0% | +5.4% | 0.107% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,814 | $189K | 0.0% | -9.7% | 0.064% | |
10/12/2023 | IFP Advisors Inc | 18,631 | $238K | 0.0% | -8.7% | 0.080% | |
10/12/2023 | Sound Income Strategies LLC | 709,512 | $9.06M | 0.8% | +4.1% | 3.053% | |
10/11/2023 | Ronald Blue Trust Inc. | 23,000 | $295K | 0.0% | +21.1% | 0.099% | |
8/3/2023 | Atria Wealth Solutions Inc. | 64,833 | $856K | 0.0% | +118.0% | 0.279% | |
8/3/2023 | CWM LLC | 2,000 | $26K | 0.0% | -42.9% | 0.009% | |
8/3/2023 | Mackenzie Financial Corp | 38,038 | $497K | 0.0% | -22.8% | 0.164% | |
7/31/2023 | LPL Financial LLC | 54,962 | $705K | 0.0% | +11.4% | 0.236% | |
7/14/2023 | Ronald Blue Trust Inc. | 19,000 | $238K | 0.0% | +11.7% | 0.082% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 23,517 | $302K | 0.0% | +3.4% | 0.101% | |
7/10/2023 | Sound Income Strategies LLC | 681,408 | $8.74M | 0.9% | +6.7% | 2.932% | |
5/10/2023 | Connor Clark & Lunn Investment Management Ltd. | 35,758 | $448K | 0.0% | +140.6% | 0.154% | |
5/5/2023 | Silver Oak Securities Incorporated | 12,000 | $153K | 0.0% | +9.8% | 0.052% | |
5/2/2023 | LSV Asset Management | 9,900 | $124K | 0.0% | N/A | 0.043% | |
5/1/2023 | CWM LLC | 3,500 | $44K | 0.0% | N/A | 0.015% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 20,000 | $250K | 0.0% | +11.1% | 0.086% | |
4/27/2023 | DAVENPORT & Co LLC | 10,973 | $137K | 0.0% | -8.4% | 0.047% | |
4/24/2023 | Mackenzie Financial Corp | 49,295 | $617K | 0.0% | +40.4% | 0.212% | |
4/24/2023 | Ahrens Investment Partners LLC | 6,825 | $85K | 0.0% | N/A | 0.029% | |
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4/18/2023 | IFP Advisors Inc | 20,411 | $293K | 0.0% | +345.5% | 0.088% | |
4/14/2023 | Raymond James & Associates | 111,570 | $1.40M | 0.0% | +2.7% | 0.480% | |
4/10/2023 | Sound Income Strategies LLC | 638,424 | $7.99M | 0.9% | +6.8% | 2.747% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 10,860 | $146K | 0.0% | -17.1% | 0.047% | |
2/13/2023 | Advisors Asset Management Inc. | 284,773 | $3.72M | 0.1% | -5.6% | 1.225% | |
2/13/2023 | Atria Wealth Solutions Inc. | 29,746 | $398K | 0.0% | +6.4% | 0.128% | |
2/13/2023 | Advisory Research Inc. | 37,151 | $485K | 0.0% | -10.3% | 0.160% | |
2/10/2023 | Connor Clark & Lunn Investment Management Ltd. | 14,863 | $194K | 0.0% | N/A | 0.064% | |
2/8/2023 | Raymond James & Associates | 108,664 | $1.42M | 0.0% | -13.6% | 0.468% | |
2/8/2023 | UBS Group AG | 247,065 | $3.22M | 0.0% | +6.7% | 1.063% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 22,328 | $291K | 0.0% | -3.5% | 0.096% | |
2/2/2023 | Silver Oak Securities Incorporated | 10,929 | $143K | 0.0% | -46.1% | 0.047% | |
1/11/2023 | Sound Income Strategies LLC | 597,567 | $7.80M | 1.0% | +52.9% | 2.571% | |
11/23/2022 | Toroso Investments LLC | 47,584 | $528K | 0.0% | +2.0% | 0.205% | |
11/14/2022 | Virtus ETF Advisers LLC | 31,629 | $351K | 0.1% | -34.4% | 0.136% | |
11/10/2022 | UBS Group AG | 231,466 | $2.57M | 0.0% | -2.9% | 0.996% | |
11/8/2022 | Advisors Asset Management Inc. | 301,813 | $3.35M | 0.1% | +6.4% | 1.299% | |
11/8/2022 | Ahrens Investment Partners LLC | 10,025 | $111K | 0.1% | +107.8% | 0.043% | |
11/1/2022 | Great West Life Assurance Co. Can | 19,956 | $220K | 0.0% | N/A | 0.086% | |
11/1/2022 | Gables Capital Management Inc. | 89,206 | $990K | 0.8% | -2.8% | 0.384% | |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 18,000 | $200K | 0.0% | +20.0% | 0.077% | |
10/25/2022 | Raymond James & Associates | 125,774 | $1.40M | 0.0% | +2.6% | 0.541% | |
10/20/2022 | Silver Oak Securities Incorporated | 20,276 | $225K | 0.1% | N/A | 0.087% | |
10/18/2022 | Sound Income Strategies LLC | 390,695 | $4.34M | 0.6% | +14.3% | 1.681% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 23,127 | $257K | 0.0% | -5.6% | 0.100% | |
10/7/2022 | Mackenzie Financial Corp | 40,953 | $455K | 0.0% | -15.0% | 0.176% | |
8/13/2022 | Ronald Blue Trust Inc. | 17,006 | $256K | 0.0% | N/A | 0.073% | |
8/13/2022 | Virtu Financial LLC | 10,657 | $140K | 0.0% | N/A | 0.046% | |
8/12/2022 | Natixis | 16,663 | $217K | 0.0% | N/A | 0.072% | |
8/12/2022 | Virtus ETF Advisers LLC | 48,214 | $634K | 0.2% | +8.2% | 0.207% | |
8/12/2022 | Capital Analysts LLC | 2,813 | $37K | 0.0% | N/A | 0.012% | |
8/10/2022 | Mackenzie Financial Corp | 48,205 | $633K | 0.0% | -37.5% | 0.207% | |
8/8/2022 | Advisors Asset Management Inc. | 283,704 | $3.73M | 0.1% | -1.3% | 1.221% | |
8/2/2022 | Ahrens Investment Partners LLC | 4,825 | $63K | 0.0% | -17.2% | 0.021% | |
8/2/2022 | Avantax Advisory Services Inc. | 17,322 | $228K | 0.0% | +10.0% | 0.075% | |
7/18/2022 | Gables Capital Management Inc. | 91,756 | $1.21M | 0.9% | -2.0% | 0.395% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 24,494 | $322K | 0.0% | -7.5% | 0.105% | |
7/11/2022 | Sound Income Strategies LLC | 341,942 | $4.49M | 0.6% | +10.8% | 1.471% | |
5/25/2022 | Fortitude Advisory Group L.L.C. | 2,830 | $43K | 0.0% | -60.5% | 0.012% | |
5/11/2022 | Capital Financial Services LLC | 23,175 | $349K | 0.4% | N/A | 0.100% | |
4/18/2022 | AE Wealth Management LLC | 10,483 | $158K | 0.0% | N/A | 0.045% | |
4/11/2022 | Sound Income Strategies LLC | 308,664 | $4.66M | 0.5% | +27.8% | 1.331% | |
2/23/2022 | Cornerstone Advisory LLC | 1,976 | $30K | 0.0% | N/A | 0.009% | |
2/15/2022 | Advisors Asset Management Inc. | 275,462 | $4.27M | 0.1% | +3.3% | 1.190% | |
2/14/2022 | Virtus ETF Advisers LLC | 40,397 | $626K | 0.2% | -9.1% | 0.175% | |
2/14/2022 | Ares Management LLC | 292,735 | $4.54M | 0.1% | -0.8% | 1.265% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 16,606 | $257K | 0.0% | N/A | 0.072% | |
2/8/2022 | Raymond James & Associates | 91,127 | $1.41M | 0.0% | +34.2% | 0.394% | |
2/7/2022 | Benjamin F. Edwards & Company Inc. | 10,000 | $155K | 0.0% | N/A | 0.043% | |
2/3/2022 | Advisor Group Holdings Inc. | 28,859 | $447K | 0.0% | -29.5% | 0.125% | |
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2/1/2022 | Eidelman Virant Capital | 10,000 | $156K | 0.1% | N/A | 0.043% | |
1/31/2022 | Commonwealth Equity Services LLC | 15,984 | $247K | 0.0% | -66.1% | 0.069% | |
1/28/2022 | National Asset Management Inc. | 17,715 | $275K | 0.0% | -4.1% | 0.077% | |
1/24/2022 | Avantax Advisory Services Inc. | 15,741 | $244K | 0.0% | +11.8% | 0.068% | |
1/21/2022 | Ahrens Investment Partners LLC | 5,825 | $90K | 0.0% | N/A | 0.025% | |
1/14/2022 | Powell Investment Advisors LLC | 11,060 | $179K | 0.1% | +6.3% | 0.048% | |
1/13/2022 | Sound Income Strategies LLC | 241,452 | $3.74M | 0.4% | +31.8% | 1.043% | |
11/16/2021 | Cetera Advisors LLC | 16,125 | $245K | 0.0% | +5.3% | 0.070% | |
11/16/2021 | National Asset Management Inc. | 18,472 | $282K | 0.0% | -11.2% | 0.080% | |
11/16/2021 | Two Sigma Advisers LP | 84,568 | $1.29M | 0.0% | -31.6% | 0.365% | |