5/7/2024 | WNY Asset Management LLC | 9,038 | $510K | 0.1% | -11.9% | 0.064% | |
5/7/2024 | PFG Advisors | 14,686 | $829K | 0.1% | +30.0% | 0.104% | |
5/6/2024 | Advisory Services Network LLC | 52,262 | $2.95M | 0.1% | -4.9% | 0.369% | |
5/2/2024 | Valley Brook Capital Group Inc. | 9,254 | $522K | 0.4% | +8.9% | 0.065% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 66,670 | $3.76M | 0.2% | +1.6% | 0.471% | |
4/30/2024 | Private Advisor Group LLC | 160,833 | $9.08M | 0.1% | -8.9% | 1.135% | |
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4/30/2024 | Hartline Investment Corp | 10,390 | $586K | 0.1% | N/A | 0.073% | |
4/30/2024 | Caprock Group LLC | 14,068 | $794K | 0.0% | -32.8% | 0.099% | |
4/30/2024 | Perigon Wealth Management LLC | 6,260 | $353K | 0.0% | +5.0% | 0.044% | |
4/29/2024 | Commonwealth Equity Services LLC | 55,215 | $3.12M | 0.0% | +2.9% | 0.387% | |
4/26/2024 | Carr Financial Group Corp | 9,350 | $528K | 0.2% | +48.3% | 0.066% | |
4/25/2024 | Ulland Investment Advisors LLC | 25,044 | $1.41M | 1.1% | +825.8% | 0.176% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 52,007 | $2.94M | 0.0% | +1.7% | 0.364% | |
4/24/2024 | Spire Wealth Management | 1,702 | $96K | 0.0% | +41.0% | 0.012% | |
4/23/2024 | WASHINGTON TRUST Co | 2,467 | $139K | 0.0% | N/A | 0.017% | |
4/23/2024 | Strategic Blueprint LLC | 25,092 | $1.42M | 0.1% | +2.9% | 0.176% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 89,662 | $5.06M | 0.0% | -5.4% | 0.628% | |
4/22/2024 | Nilsine Partners LLC | 29,707 | $1.68M | 0.2% | -3.3% | 0.208% | |
4/22/2024 | PFG Investments LLC | 8,007 | $452K | 0.0% | N/A | 0.056% | |
4/22/2024 | Raymond James & Associates | 93,619 | $5.28M | 0.0% | -0.3% | 0.656% | |
4/19/2024 | Valley National Advisers Inc. | 29,149 | $1.64M | 0.2% | N/A | 0.204% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 9,155 | $517K | 0.0% | -4.8% | 0.064% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 13,375 | $755K | 0.0% | -35.5% | 0.094% | |
3/22/2024 | PNC Financial Services Group Inc. | 8,339 | $413K | 0.0% | +16.8% | 0.058% | |
3/13/2024 | MONECO Advisors LLC | 4,310 | $213K | 0.0% | N/A | 0.030% | |
2/21/2024 | WNY Asset Management LLC | 10,253 | $508K | 0.1% | -3.7% | 0.071% | |
2/12/2024 | Hilltop Holdings Inc. | 6,204 | $307K | 0.0% | +4.0% | 0.043% | |
2/9/2024 | Advisory Services Network LLC | 54,929 | $2.72M | 0.1% | -1.1% | 0.380% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 51,118 | $2.53M | 0.0% | +5.7% | 0.354% | |
2/9/2024 | UBS Group AG | 183,077 | $9.06M | 0.0% | -1.8% | 1.266% | |
2/9/2024 | PNC Financial Services Group Inc. | 8,339 | $413K | 0.0% | +16.8% | 0.058% | |
2/8/2024 | Financial Advocates Investment Management | 12,482 | $618K | 0.0% | +83.3% | 0.086% | |
2/8/2024 | MinichMacGregor Wealth Management LLC | 7,407 | $367K | 0.1% | +3.2% | 0.051% | |
2/7/2024 | Principal Securities Inc. | 4,954 | $245K | 0.0% | N/A | 0.034% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 65,625 | $3.25M | 0.2% | +1.2% | 0.454% | |
2/6/2024 | Private Advisor Group LLC | 176,623 | $8.74M | 0.1% | +2.3% | 1.221% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 20,728 | $1.03M | 0.0% | -27.0% | 0.143% | |
2/6/2024 | Valley Brook Capital Group Inc. | 8,494 | $420K | 0.4% | +18.9% | 0.059% | |
2/6/2024 | National Bank of Canada FI | 81,092 | $3.87M | 0.0% | -2.8% | 0.561% | |
2/6/2024 | Great Valley Advisor Group Inc. | 4,526 | $224K | 0.0% | N/A | 0.031% | |
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2/5/2024 | MONECO Advisors LLC | 4,310 | $213K | 0.0% | N/A | 0.030% | |
2/5/2024 | Kestra Private Wealth Services LLC | 4,490 | $222K | 0.0% | N/A | 0.031% | |
2/2/2024 | Truist Financial Corp | 57,714 | $2.86M | 0.0% | +6.6% | 0.399% | |
2/1/2024 | Millington Financial Advisors LLC | 81,459 | $4.03M | 3.2% | +9.8% | 0.563% | |
1/31/2024 | Institute for Wealth Management LLC. | 4,365 | $216K | 0.0% | N/A | 0.030% | |
1/30/2024 | SFI Advisors LLC | 21,905 | $1.08M | 0.9% | -26.5% | 0.151% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,441 | $517K | 0.1% | -4.6% | 0.072% | |
1/29/2024 | Koshinski Asset Management Inc. | 9,193 | $455K | 0.1% | +8.5% | 0.064% | |
1/29/2024 | Meitav Investment House Ltd. | 114,591 | $5.67M | 0.1% | -2.8% | 0.792% | |
1/26/2024 | Geneos Wealth Management Inc. | 698 | $35K | 0.0% | +675.6% | 0.005% | |
1/25/2024 | Strategic Blueprint LLC | 24,378 | $1.21M | 0.1% | -3.3% | 0.169% | |
1/24/2024 | Nilsine Partners LLC | 30,716 | $1.52M | 0.2% | -2.6% | 0.212% | |
1/24/2024 | Capital Wealth Alliance LLC | 17,844 | $883K | 0.6% | +63.0% | 0.123% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 10,008 | $495K | 0.2% | +381.2% | 0.069% | |
1/23/2024 | DAVENPORT & Co LLC | 29,755 | $1.47M | 0.0% | +12.5% | 0.206% | |
1/19/2024 | PFG Advisors | 11,300 | $559K | 0.0% | +4.1% | 0.078% | |
1/18/2024 | Caprock Group LLC | 20,935 | $1.04M | 0.1% | +12.3% | 0.145% | |
1/18/2024 | Global Retirement Partners LLC | 1,392 | $66K | 0.0% | N/A | 0.010% | |
1/17/2024 | IFG Advisory LLC | 4,144 | $205K | 0.0% | N/A | 0.029% | |
1/16/2024 | Raymond James & Associates | 93,863 | $4.65M | 0.0% | -7.4% | 0.649% | |
1/9/2024 | Capstone Triton Financial Group LLC | 22,383 | $1.11M | 0.8% | -32.0% | 0.155% | |
12/14/2023 | WNY Asset Management LLC | 10,647 | $456K | 0.1% | +203.2% | 0.074% | |
12/11/2023 | Sunbelt Securities Inc. | 5,858 | $251K | 0.0% | +2,206.3% | 0.041% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 26,548 | $1.14M | 0.0% | +197.7% | 0.184% | |
11/24/2023 | EP Wealth Advisors LLC | 15,480 | $663K | 0.0% | +222.4% | 0.107% | |
11/16/2023 | Harbour Investments Inc. | 8,784 | $376K | 0.0% | +200.0% | 0.061% | |
11/16/2023 | First Foundation Advisors | 7,146 | $306K | 0.0% | +200.0% | 0.049% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 177,277 | $7.59M | 0.0% | -5.5% | 1.226% | |
11/13/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,944 | $468K | 0.1% | +200.0% | 0.076% | |
11/13/2023 | Stifel Financial Corp | 55,569 | $2.38M | 0.0% | +165.5% | 0.384% | |
11/13/2023 | LPL Financial LLC | 515,672 | $22.07M | 0.0% | +177.6% | 3.566% | |
11/13/2023 | Envestnet Asset Management Inc. | 213,785 | $9.15M | 0.0% | +200.7% | 1.478% | |
11/13/2023 | PNC Financial Services Group Inc. | 7,139 | $306K | 0.0% | +36.5% | 0.049% | |
11/9/2023 | UBS Group AG | 186,420 | $7.98M | 0.0% | +194.8% | 1.289% | |
11/8/2023 | HighTower Advisors LLC | 458,759 | $19.64M | 0.0% | +211.2% | 3.173% | |
11/8/2023 | Atria Wealth Solutions Inc. | 20,780 | $889K | 0.0% | +214.7% | 0.144% | |
11/8/2023 | Argent Trust Co | 4,803 | $206K | 0.0% | +200.0% | 0.033% | |
11/8/2023 | Spire Wealth Management | 1,205 | $52K | 0.0% | -36.6% | 0.008% | |
11/8/2023 | Trillium Asset Management LLC | 5,400 | $231K | 0.0% | N/A | 0.037% | |
11/7/2023 | MV Capital Management Inc. | 750 | $32K | 0.0% | +200.0% | 0.005% | |
11/7/2023 | Barclays PLC | 3,591 | $154K | 0.0% | +200.0% | 0.025% | |
11/7/2023 | Carr Financial Group Corp | 6,456 | $261K | 0.1% | +34.2% | 0.045% | |
11/6/2023 | Capital Wealth Alliance LLC | 10,945 | $468K | 0.3% | +186.7% | 0.076% | |
11/4/2023 | NBC Securities Inc. | 1,017 | $43K | 0.0% | N/A | 0.007% | |
11/3/2023 | Valley Brook Capital Group Inc. | 7,144 | $306K | 0.3% | +216.4% | 0.049% | |
11/3/2023 | Private Advisor Group LLC | 172,611 | $7.39M | 0.1% | +157.0% | 1.194% | |
11/2/2023 | Millington Financial Advisors LLC | 74,174 | $3.18M | 2.8% | +218.4% | 0.513% | |
11/2/2023 | Capital Investment Advisory Services LLC | 1,716 | $73K | 0.0% | +200.0% | 0.012% | |
11/2/2023 | FDx Advisors Inc. | 6,876 | $294K | 0.0% | +200.0% | 0.048% | |
11/1/2023 | Nilsine Partners LLC | 31,523 | $1.35M | 0.2% | +203.7% | 0.218% | |
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10/30/2023 | SFI Advisors LLC | 29,822 | $1.28M | 1.2% | +178.6% | 0.206% | |
10/30/2023 | Perigon Wealth Management LLC | 6,012 | $257K | 0.0% | +200.0% | 0.042% | |
10/30/2023 | Y.D. More Investments Ltd | 9,879 | $423K | 0.1% | +200.0% | 0.068% | |
10/30/2023 | Meitav Investment House Ltd. | 117,905 | $5.06M | 0.1% | +189.3% | 0.815% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 10,270 | $440K | 0.0% | +194.3% | 0.071% | |
10/27/2023 | Financial Advocates Investment Management | 6,810 | $291K | 0.0% | +187.7% | 0.047% | |
10/26/2023 | GPS Wealth Strategies Group LLC | 768 | $33K | 0.0% | +200.0% | 0.005% | |
10/25/2023 | Yahav Achim Ve Achayot Provident Funds Management Co Ltd. | 34,122 | $1.47M | 1.2% | +200.0% | 0.236% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 94,861 | $4.06M | 0.0% | +185.0% | 0.656% | |
10/24/2023 | Raymond James & Associates | 101,369 | $4.34M | 0.0% | +206.6% | 0.701% | |