7/11/2025 | Farther Finance Advisors LLC | 787 | $55K | 0.0% | N/A | 0.004% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,344 | $520K | 0.0% | +15.6% | 0.033% | |
6/27/2025 | Goldman Sachs Group Inc. | 5,108 | $325K | 0.0% | N/A | 0.024% | |
6/2/2025 | Integrity Wealth Advisors Inc. | 10,592 | $674K | 0.5% | +28.7% | 0.050% | |
6/2/2025 | Modern Wealth Management LLC | 6,907 | $440K | 0.0% | +100.5% | 0.033% | |
5/21/2025 | MBL Wealth LLC | 39,000 | $2.48M | 0.3% | +40.2% | 0.185% | |
5/19/2025 | Jane Street Group LLC | 29,498 | $1.88M | 0.0% | -3.3% | 0.140% | |
5/16/2025 | Goldman Sachs Group Inc. | 5,108 | $325K | 0.0% | N/A | 0.024% | |
5/15/2025 | Royal Bank of Canada | 169,423 | $10.79M | 0.0% | +63.1% | 0.804% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 82,903 | $5.28M | 0.0% | +13.9% | 0.394% | |
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5/14/2025 | Kestra Advisory Services LLC | 73,301 | $4.67M | 0.0% | +172.7% | 0.348% | |
5/14/2025 | Level Four Advisory Services LLC | 171,945 | $10.95M | 0.5% | +5.9% | 0.816% | |
5/13/2025 | Tyler Stone Wealth Management | 29,982 | $1.91M | 0.3% | +164.7% | 0.142% | |
5/13/2025 | Raymond James Financial Inc. | 1,783,361 | $113.53M | 0.0% | +100.6% | 8.468% | |
5/12/2025 | Flagship Wealth Advisors LLC | 37,519 | $2.39M | 1.0% | N/A | 0.178% | |
5/9/2025 | Cary Street Partners Financial LLC | 48,642 | $3.10M | 0.1% | -4.3% | 0.231% | |
5/9/2025 | Thoroughbred Financial Services LLC | 50,289 | $3.20M | 0.2% | +69.2% | 0.239% | |
5/9/2025 | Empire Life Investments Inc. | 121,530 | $7.74M | 0.5% | -0.7% | 0.577% | |
5/9/2025 | Commonwealth Equity Services LLC | 487,379 | $31.03M | 0.0% | +17.9% | 2.314% | |
5/8/2025 | SPC Financial Inc. | 120,144 | $7.65M | 0.7% | +4.8% | 0.570% | |
5/8/2025 | MONECO Advisors LLC | 207,484 | $13.21M | 1.4% | +42.3% | 0.985% | |
5/8/2025 | Harbour Investments Inc. | 4,627 | $295K | 0.0% | -31.6% | 0.022% | |
5/8/2025 | Cozad Asset Management Inc. | 136,202 | $8.67M | 0.9% | +1.5% | 0.647% | |
5/7/2025 | LPL Financial LLC | 741,474 | $47.20M | 0.0% | +8.3% | 3.521% | |
5/6/2025 | Cetera Investment Advisers | 272,186 | $17.33M | 0.0% | +35.1% | 1.292% | |
5/6/2025 | Avantax Advisory Services Inc. | 224,649 | $14.30M | 0.1% | N/A | 1.067% | |
5/6/2025 | Ignite Planners LLC | 24,636 | $1.57M | 0.3% | N/A | 0.117% | |
5/5/2025 | Crestwood Advisors Group LLC | 38,954 | $2.48M | 0.0% | +93.3% | 0.185% | |
5/5/2025 | Hazlett Burt & Watson Inc. | 722 | $46K | 0.0% | N/A | 0.003% | |
5/5/2025 | WNY Asset Management LLC | 6,183 | $394K | 0.0% | +78.1% | 0.029% | |
5/5/2025 | IFP Advisors Inc | 88,142 | $5.61M | 0.2% | +7.6% | 0.419% | |
5/5/2025 | Carnegie Lake Advisors LLC | 3,775 | $240K | 0.1% | +26.3% | 0.018% | |
5/5/2025 | Csenge Advisory Group | 8,620 | $519K | 0.0% | +12.5% | 0.041% | |
5/5/2025 | Private Advisor Group LLC | 8,813 | $561K | 0.0% | +2.0% | 0.042% | |
5/2/2025 | Kingsview Wealth Management LLC | 51,042 | $3.25M | 0.1% | +37.2% | 0.242% | |
5/1/2025 | CWM LLC | 3,915 | $249K | 0.0% | N/A | 0.019% | |
5/1/2025 | Fifth Third Securities Inc. | 87,044 | $5.54M | 0.5% | -2.5% | 0.419% | |
4/30/2025 | Stratos Wealth Partners LTD. | 305,316 | $19.44M | 0.3% | +2.9% | 1.469% | |
4/30/2025 | Brown Advisory Inc. | 7,349 | $468K | 0.0% | N/A | 0.035% | |
4/29/2025 | Envestnet Asset Management Inc. | 378,178 | $24.08M | 0.0% | +78.9% | 1.820% | |
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4/29/2025 | Concurrent Investment Advisors LLC | 4,965 | $316K | 0.0% | +64.2% | 0.024% | |
4/29/2025 | OneDigital Investment Advisors LLC | 7,699 | $490K | 0.0% | -13.4% | 0.037% | |
4/28/2025 | Castle Wealth Management LLC | 71,834 | $4.57M | 1.8% | +6.5% | 0.346% | |
4/28/2025 | D.A. Davidson & CO. | 51,796 | $3.30M | 0.0% | +63.3% | 0.249% | |
4/28/2025 | Novem Group | 180,300 | $11.48M | 1.6% | +39.5% | 0.868% | |
4/28/2025 | DAVENPORT & Co LLC | 72,067 | $4.59M | 0.0% | +408.2% | 0.347% | |
4/25/2025 | Lodestar Private Asset Management LLC | 7,976 | $508K | 0.1% | -11.9% | 0.039% | |
4/25/2025 | Capital Advisors Wealth Management LLC | 8,690 | $553K | 0.1% | +18.9% | 0.042% | |
4/24/2025 | 3Chopt Investment Partners LLC | 845 | $54K | 0.0% | N/A | 0.004% | |
4/23/2025 | SFG Wealth Management LLC. | 64,952 | $4.14M | 2.0% | -14.3% | 0.316% | |
4/23/2025 | Balance Wealth LLC | 160,467 | $10.22M | 6.6% | N/A | 0.780% | |
4/23/2025 | BridgePort Financial Solutions LLC | 25,230 | $1.61M | 0.7% | +57.8% | 0.123% | |
4/23/2025 | Investment Planning Advisors Inc. | 445,768 | $28.38M | 11.5% | +67.7% | 2.166% | |
4/23/2025 | Continuum Advisory LLC | 874 | $56K | 0.0% | N/A | 0.004% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 41,418 | $2.64M | 0.0% | +59.5% | 0.201% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 6,607 | $421K | 0.0% | N/A | 0.032% | |
4/17/2025 | Janney Montgomery Scott LLC | 219,773 | $13.99M | 0.0% | +40.2% | 1.068% | |
4/17/2025 | Good Life Advisors LLC | 47,679 | $3.04M | 0.2% | +155.2% | 0.232% | |
4/17/2025 | Atlas Private Wealth Advisors | 4,200 | $267K | 0.0% | N/A | 0.020% | |
4/16/2025 | Southland Equity Partners LLC | 3,387 | $216K | 0.1% | N/A | 0.016% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,353 | $404K | 0.0% | +47.2% | 0.031% | |
4/15/2025 | Capital Advisors Ltd. LLC | 16,498 | $1.05M | 0.1% | +17.7% | 0.081% | |
4/15/2025 | Parsons Capital Management Inc. RI | 4,173 | $266K | 0.0% | -27.0% | 0.021% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 23,188 | $1.48M | 0.0% | +10.3% | 0.114% | |
4/11/2025 | Cora Capital Advisors LLC | 12,320 | $784K | 0.4% | +57.3% | 0.063% | |
4/3/2025 | First Citizens Financial Corp | 8,110 | $516K | 0.3% | N/A | 0.049% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,316 | $290K | 0.0% | N/A | 0.026% | |
2/28/2025 | BridgePort Financial Solutions LLC | 15,985 | $1.06M | 0.5% | N/A | 0.097% | |
2/21/2025 | WNY Asset Management LLC | 3,472 | $233K | 0.0% | -14.6% | 0.021% | |
2/18/2025 | Novem Group | 129,246 | $8.67M | 1.3% | N/A | 0.780% | |
2/17/2025 | Vienna Asset Management LLC | 38,960 | $2.62M | 1.8% | N/A | 0.235% | |
2/17/2025 | Snowden Capital Advisors LLC | 5,253 | $353K | 0.0% | N/A | 0.032% | |
2/17/2025 | Cetera Investment Advisers | 201,430 | $13.52M | 0.0% | +53.0% | 1.216% | |
2/17/2025 | Citadel Advisors LLC | 28,315 | $1.90M | 0.0% | +215.2% | 0.171% | |
2/17/2025 | Cary Street Partners Financial LLC | 50,804 | $3.41M | 0.1% | N/A | 0.307% | |
2/14/2025 | Jane Street Group LLC | 30,496 | $2.05M | 0.0% | -3.5% | 0.184% | |
2/14/2025 | Comerica Bank | 1,833 | $123K | 0.0% | N/A | 0.011% | |
2/14/2025 | Stifel Financial Corp | 35,432 | $2.38M | 0.0% | N/A | 0.214% | |
2/14/2025 | OneDigital Investment Advisors LLC | 8,890 | $597K | 0.0% | +48.4% | 0.054% | |
2/14/2025 | MML Investors Services LLC | 341,509 | $22.92M | 0.1% | +132.3% | 2.062% | |
2/13/2025 | Integrity Wealth Advisors Inc. | 8,228 | $552K | 0.4% | N/A | 0.050% | |
2/13/2025 | Mariner LLC | 3,437 | $231K | 0.0% | N/A | 0.021% | |
2/13/2025 | Envestnet Asset Management Inc. | 211,396 | $14.19M | 0.0% | +45.1% | 1.277% | |
2/12/2025 | Thoroughbred Financial Services LLC | 29,728 | $2.00M | 0.1% | +34.0% | 0.180% | |
2/12/2025 | OLD Mission Capital LLC | 3,987 | $268K | 0.0% | -67.0% | 0.024% | |
2/12/2025 | Level Four Advisory Services LLC | 162,299 | $10.89M | 0.4% | +4.7% | 0.980% | |
2/12/2025 | Blair William & Co. IL | 500 | $34K | 0.0% | N/A | 0.003% | |
2/12/2025 | JPMorgan Chase & Co. | 42,075 | $2.82M | 0.0% | -20.8% | 0.254% | |
2/12/2025 | Tyler Stone Wealth Management | 11,328 | $760K | 0.1% | +199.7% | 0.068% | |
2/11/2025 | Modern Wealth Management LLC | 3,467 | $239K | 0.0% | N/A | 0.021% | |
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2/11/2025 | LPL Financial LLC | 684,680 | $45.95M | 0.0% | +7.3% | 4.135% | |
2/10/2025 | Thrivent Financial for Lutherans | 867,405 | $58.21M | 0.1% | -11.5% | 5.238% | |
2/10/2025 | Cozad Asset Management Inc. | 134,203 | $9.01M | 0.8% | +44.4% | 0.810% | |
2/10/2025 | Eldridge Investment Advisors Inc. | 26,020 | $1.75M | 0.4% | N/A | 0.157% | |
2/10/2025 | Harbour Investments Inc. | 6,767 | $454K | 0.0% | N/A | 0.041% | |
2/10/2025 | Commonwealth Equity Services LLC | 413,463 | $27.75M | 0.0% | +18.3% | 2.497% | |
2/6/2025 | Raymond James Financial Inc. | 888,922 | $59.66M | 0.0% | N/A | 5.368% | |
2/6/2025 | SPC Financial Inc. | 114,688 | $7.70M | 0.7% | N/A | 0.693% | |
2/6/2025 | Jones Financial Companies Lllp | 122,227 | $8.20M | 0.0% | +134.7% | 0.738% | |
2/5/2025 | Private Trust Co. NA | 2,017 | $135K | 0.0% | N/A | 0.012% | |