4/30/2025 | Allworth Financial LP | 17,408 | $935K | 0.0% | -2.8% | 0.028% | |
4/30/2025 | Topsail Wealth Management LLC | 12,367 | $678K | 0.1% | +4.3% | 0.020% | |
4/30/2025 | Axxcess Wealth Management LLC | 17,045 | $935K | 0.0% | +195.7% | 0.027% | |
4/30/2025 | TradeWell Securities LLC. | 85,920 | $4.71M | 2.6% | -4.9% | 0.136% | |
4/30/2025 | Stratos Wealth Partners LTD. | 159,109 | $8.73M | 0.1% | -6.5% | 0.252% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 68,303 | $3.75M | 0.8% | +2.9% | 0.108% | |
4/29/2025 | Envestnet Asset Management Inc. | 360,549 | $19.78M | 0.0% | +2.0% | 0.571% | |
4/29/2025 | Concurrent Investment Advisors LLC | 574,602 | $31.52M | 0.8% | +1.3% | 0.911% | |
4/29/2025 | World Investment Advisors | 29,130 | $1.60M | 0.0% | -1.9% | 0.046% | |
4/29/2025 | Olde Wealth Management LLC | 800 | $43K | 0.0% | N/A | 0.001% | |
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4/29/2025 | Capital Investment Advisory Services LLC | 13,907 | $763K | 0.1% | -2.2% | 0.022% | |
4/29/2025 | OneDigital Investment Advisors LLC | 20,381 | $1.12M | 0.0% | -41.8% | 0.032% | |
4/29/2025 | Silver Oak Securities Incorporated | 22,475 | $1.23M | 0.1% | +8.6% | 0.036% | |
4/28/2025 | TKG Advisors LLC | 64,306 | $3.53M | 1.7% | +0.7% | 0.102% | |
4/28/2025 | D.A. Davidson & CO. | 434,478 | $23.84M | 0.2% | -1.3% | 0.689% | |
4/28/2025 | Mutual Advisors LLC | 42,360 | $2.28M | 0.1% | +6.5% | 0.067% | |
4/28/2025 | DAVENPORT & Co LLC | 22,061 | $1.21M | 0.0% | +0.9% | 0.035% | |
4/28/2025 | Clear Creek Financial Management LLC | 14,910 | $818K | 0.1% | -1.9% | 0.024% | |
4/25/2025 | Koshinski Asset Management Inc. | 10,534 | $578K | 0.0% | +4.8% | 0.017% | |
4/25/2025 | G&S Capital LLC | 46,325 | $2.54M | 1.1% | +2.8% | 0.073% | |
4/25/2025 | MorganRosel Wealth Management LLC | 507 | $28K | 0.0% | N/A | 0.001% | |
4/25/2025 | Ameritas Advisory Services LLC | 27,130 | $1.59M | 0.1% | -3.3% | 0.043% | |
4/25/2025 | Strid Group LLC | 228,192 | $12.52M | 1.9% | -1.8% | 0.362% | |
4/25/2025 | Colonial River Investments LLC | 15,974 | $876K | 0.5% | N/A | 0.025% | |
4/24/2025 | Golden State Wealth Management LLC | 43,433 | $2.38M | 0.4% | -1.1% | 0.069% | |
4/24/2025 | Sunbelt Securities Inc. | 1,664 | $91K | 0.0% | -30.5% | 0.003% | |
4/23/2025 | Virtus Wealth Solutions LLC | 5,544 | $304K | 0.1% | +27.5% | 0.009% | |
4/23/2025 | Cottonwood Capital Advisors LLC | 37,517 | $2.06M | 1.5% | -3.0% | 0.059% | |
4/23/2025 | Madrona Financial Services LLC | 383,167 | $21.02M | 5.8% | -21.9% | 0.604% | |
4/23/2025 | Western Wealth Management LLC | 21,875 | $1.20M | 0.1% | -1.2% | 0.035% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 25,011 | $1.37M | 0.1% | -15.4% | 0.039% | |
4/23/2025 | Golden State Wealth Management LLC | 86,866 | $4.77M | 0.3% | +97.8% | 0.137% | |
4/23/2025 | Spire Wealth Management | 11,088 | $608K | 0.0% | -8.9% | 0.017% | |
4/23/2025 | Daymark Wealth Partners LLC | 131,765 | $7.23M | 0.3% | +3.5% | 0.208% | |
4/23/2025 | Global Assets Advisory LLC | 7,698 | $402K | 0.1% | N/A | 0.012% | |
4/23/2025 | International Assets Investment Management LLC | 7,675 | $421K | 0.0% | -51.7% | 0.012% | |
4/23/2025 | Proactive Wealth Strategies LLC | 309,595 | $16.98M | 9.1% | +3.8% | 0.488% | |
4/23/2025 | Valmark Advisers Inc. | 94,417 | $5.18M | 0.1% | +7.2% | 0.149% | |
4/23/2025 | Oppenheimer & Co. Inc. | 23,384 | $1.28M | 0.0% | -6.8% | 0.037% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 515,765 | $28.30M | 0.1% | -8.4% | 0.814% | |
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4/22/2025 | MinichMacGregor Wealth Management LLC | 17,995 | $987K | 0.2% | -92.0% | 0.028% | |
4/22/2025 | PFG Investments LLC | 123,818 | $6.79M | 0.4% | +2.5% | 0.195% | |
4/22/2025 | Carr Financial Group Corp | 25,043 | $1.37M | 0.5% | -31.2% | 0.040% | |
4/21/2025 | L.M. Kohn & Company | 14,044 | $770K | 0.2% | -5.3% | 0.022% | |
4/21/2025 | ORG Partners LLC | 165,023 | $9.09M | 2.2% | -11.3% | 0.260% | |
4/21/2025 | Silver Oak Securities Incorporated | 344,967 | $19.12M | 1.7% | +1,567.2% | 0.544% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 30,944 | $1.70M | 0.0% | +13.1% | 0.049% | |
4/21/2025 | HFG Advisors Inc. | 143,807 | $7.89M | 6.7% | -0.7% | 0.227% | |
4/18/2025 | Cushing Capital Partners LLC | 45,796 | $2.51M | 2.3% | -3.9% | 0.072% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 11,698 | $642K | 0.3% | -4.5% | 0.018% | |
4/17/2025 | NBT Bank N A NY | 23,533 | $1.29M | 0.1% | -3.9% | 0.037% | |
4/17/2025 | Janney Montgomery Scott LLC | 497,334 | $27.28M | 0.1% | -3.1% | 0.786% | |
4/17/2025 | Good Life Advisors LLC | 96,202 | $5.28M | 0.4% | -17.9% | 0.152% | |
4/17/2025 | Atlas Private Wealth Advisors | 44,624 | $2.45M | 0.3% | -2.5% | 0.071% | |
4/17/2025 | Morey & Quinn Wealth Partners LLC | 52,492 | $2.88M | 2.4% | +2.0% | 0.083% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 113,918 | $6.25M | 0.0% | -5.1% | 0.180% | |
4/16/2025 | Ballew Advisors Inc | 18,770 | $973K | 0.6% | -2.1% | 0.030% | |
4/15/2025 | Trueblood Wealth Management LLC | 20,694 | $1.14M | 0.5% | +39.3% | 0.033% | |
4/15/2025 | Atwood & Palmer Inc. | 95,049 | $5.21M | 0.4% | -29.0% | 0.150% | |
4/14/2025 | Muirfield Wealth Advisors LLC | 49,344 | $2.71M | 2.3% | -3.3% | 0.078% | |
4/14/2025 | Farther Finance Advisors LLC | 133,128 | $7.34M | 0.2% | +2,333.3% | 0.210% | |
4/14/2025 | Daymark Wealth Partners LLC | 131,765 | $7.23M | 0.2% | +3.5% | 0.208% | |
4/14/2025 | First Citizens Bank & Trust Co. | 10,700 | $587K | 0.0% | -3.3% | 0.017% | |
4/11/2025 | Sard Wealth Management Group LLC | 455,580 | $24.99M | 16.8% | +1.3% | 0.719% | |
4/11/2025 | Stablepoint Partners LLC | 53,445 | $2.93M | 0.5% | +1.8% | 0.084% | |
4/11/2025 | Insight Advisors LLC PA | 14,477 | $794K | 0.1% | -7.3% | 0.023% | |
4/11/2025 | Affinity Wealth Management LLC | 130,868 | $7.18M | 1.3% | +0.2% | 0.206% | |
4/10/2025 | Secure Asset Management LLC | 62,170 | $3.41M | 0.7% | -59.1% | 0.098% | |
4/10/2025 | Accel Wealth Management | 36,891 | $2.02M | 0.7% | +0.6% | 0.058% | |
4/9/2025 | RFG Advisory LLC | 22,805 | $1.25M | 0.0% | +5.1% | 0.036% | |
4/9/2025 | Quad Cities Investment Group LLC | 15,821 | $868K | 0.4% | +3.5% | 0.025% | |
4/9/2025 | NBC Securities Inc. | 4,343 | $238K | 0.0% | +108,475.0% | 0.007% | |
4/8/2025 | Advisory Alpha LLC | 15,968 | $876K | 0.1% | -6.7% | 0.025% | |
4/7/2025 | GAMMA Investing LLC | 407,226 | $22.34M | 0.0% | +5,386.0% | 0.642% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 120,094 | $7.09M | 0.0% | +236.6% | 0.186% | |
2/28/2025 | Park Square Financial Group LLC | 477 | $28K | 0.0% | N/A | 0.001% | |
2/26/2025 | Advisor Resource Council | 5,888 | $348K | 0.2% | N/A | 0.009% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 5,970 | $353K | 0.2% | N/A | 0.009% | |
2/24/2025 | Ameriflex Group Inc. | 3,779 | $235K | 0.1% | N/A | 0.006% | |
2/19/2025 | Richmond Investment Services LLC | 28,162 | $1.66M | 0.9% | N/A | 0.044% | |
2/19/2025 | WCG Wealth Advisors LLC | 19,332 | $1.14M | 0.1% | +10.7% | 0.030% | |
2/18/2025 | Sunbelt Securities Inc. | 2,395 | $142K | 0.0% | -11.0% | 0.004% | |
2/18/2025 | Novak & Powell Financial Services Inc. | 14,147 | $836K | 0.5% | -4.3% | 0.022% | |
2/18/2025 | Novem Group | 6,528 | $386K | 0.1% | N/A | 0.010% | |
2/18/2025 | First Heartland Consultants Inc. | 57,358 | $3.39M | 0.3% | +5.4% | 0.089% | |
2/17/2025 | Visionary Wealth Advisors | 16,703 | $986K | 0.1% | -4.6% | 0.026% | |
2/17/2025 | Trace Wealth Advisors LLC | 3,750 | $221K | 0.2% | N/A | 0.006% | |
2/17/2025 | Royal Bank of Canada | 1,097,554 | $64.82M | 0.0% | -1.2% | 1.703% | |
2/17/2025 | Napa Wealth Management | 9,585 | $566K | 0.2% | N/A | 0.015% | |
2/17/2025 | Leigh Baldwin & CO. LLC | 352,582 | $20.82M | 0.1% | N/A | 0.547% | |
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2/17/2025 | Clark Capital Management Group Inc. | 26,257 | $1.55M | 0.0% | +18.9% | 0.041% | |
2/17/2025 | EP Wealth Advisors LLC | 9,271 | $548K | 0.0% | N/A | 0.014% | |
2/17/2025 | Cambridge Investment Research Advisors Inc. | 563,225 | $33.26M | 0.1% | +18.6% | 0.874% | |
2/17/2025 | Cetera Investment Advisers | 523,758 | $30.93M | 0.1% | +21.7% | 0.813% | |
2/17/2025 | Captrust Financial Advisors | 4,358 | $257K | 0.0% | -8.3% | 0.007% | |
2/17/2025 | Cary Street Partners Financial LLC | 8,322 | $491K | 0.0% | N/A | 0.013% | |
2/17/2025 | Baird Financial Group Inc. | 495,838 | $29.28M | 0.1% | -0.8% | 0.769% | |
2/17/2025 | Bank of America Corp DE | 1,674,187 | $98.88M | 0.0% | +0.6% | 2.598% | |
2/17/2025 | Benjamin Edwards Inc. | 19,272 | $1.14M | 0.0% | -6.5% | 0.030% | |
2/17/2025 | Ameriprise Financial Inc. | 17,824 | $1.05M | 0.0% | -33.1% | 0.028% | |