5/2/2025 | Sigma Planning Corp | 11,609 | $221K | 0.0% | -14.4% | 0.028% | |
5/1/2025 | Stephens Inc. AR | 18,201 | $347K | 0.0% | +34.7% | 0.043% | |
4/30/2025 | Stratos Wealth Partners LTD. | 40,524 | $773K | 0.0% | -20.2% | 0.096% | |
4/29/2025 | Wood Tarver Financial Group LLC | 34,389 | $656K | 0.2% | -32.1% | 0.081% | |
4/29/2025 | Envestnet Asset Management Inc. | 230,155 | $4.39M | 0.0% | -10.4% | 0.545% | |
4/29/2025 | Capital Investment Advisory Services LLC | 12,563 | $240K | 0.0% | -4.9% | 0.030% | |
4/29/2025 | Aurora Private Wealth Inc. | 37,169 | $709K | 0.2% | N/A | 0.088% | |
4/28/2025 | First Horizon Advisors Inc. | 36,683 | $700K | 0.0% | -78.0% | 0.087% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 12,210 | $235K | 0.1% | N/A | 0.029% | |
4/23/2025 | SFG Wealth Management LLC. | 31,796 | $606K | 0.3% | N/A | 0.075% | |
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4/23/2025 | Aurora Private Wealth Inc. | 37,169 | $709K | 0.0% | N/A | 0.087% | |
4/23/2025 | Eagle Strategies LLC | 50,788 | $969K | 0.2% | -4.0% | 0.119% | |
4/23/2025 | Continuum Advisory LLC | 62,881 | $1.20M | 0.2% | -6.8% | 0.148% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 230,445 | $4.40M | 0.0% | +2.6% | 0.542% | |
4/22/2025 | H&H Retirement Design & Management INC | 73,263 | $1.39M | 0.9% | -1.3% | 0.172% | |
4/17/2025 | Janney Montgomery Scott LLC | 12,812 | $244K | 0.0% | -8.8% | 0.030% | |
4/17/2025 | Morton Capital Management LLC CA | 262,123 | $5.00M | 1.0% | -0.4% | 0.617% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 363,582 | $6.93M | 0.0% | +22.8% | 0.855% | |
4/15/2025 | Focus Financial Network Inc. | 226,313 | $4.32M | 0.2% | +0.5% | 0.532% | |
4/15/2025 | GAMMA Investing LLC | 1,792 | $34K | 0.0% | N/A | 0.004% | |
4/14/2025 | Capital Investment Advisors LLC | 58,474 | $1.12M | 0.0% | +1.6% | 0.138% | |
4/14/2025 | BCS Wealth Management | 28,506 | $544K | 0.1% | -11.2% | 0.067% | |
4/10/2025 | Breakwater Capital Group | 40,917 | $780K | 0.1% | -3.9% | 0.096% | |
4/10/2025 | Freedom Financial Partners LLC | 51,345 | $979K | 0.5% | -1.3% | 0.121% | |
4/10/2025 | Accel Wealth Management | 92,686 | $1.77M | 0.6% | +48.5% | 0.218% | |
4/9/2025 | Merit Financial Group LLC | 38,420 | $733K | 0.0% | -27.7% | 0.090% | |
4/7/2025 | GAMMA Investing LLC | 34,173 | $6.52M | 0.0% | N/A | 0.080% | |
3/21/2025 | Nestegg Advisors Inc. | 54,932 | $1.04M | 1.1% | N/A | 0.125% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 296,181 | $5.42M | 0.0% | +1,399.2% | 0.673% | |
3/6/2025 | Wood Tarver Financial Group LLC | 50,615 | $926K | 0.3% | N/A | 0.115% | |
2/24/2025 | H&H Retirement Design & Management INC | 74,230 | $1.43M | 0.9% | +3.4% | 0.169% | |
2/18/2025 | AAF Wealth Management LLC | 93,287 | $1.71M | 0.9% | -2.4% | 0.212% | |
2/18/2025 | Continuum Advisory LLC | 67,448 | $1.24M | 0.2% | -4.7% | 0.153% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 951,747 | $18.38M | 1.6% | +1.4% | 2.163% | |
2/17/2025 | Cetera Investment Advisers | 122,132 | $2.24M | 0.0% | -2.8% | 0.278% | |
2/17/2025 | Cahill Financial Advisors Inc. | 234,859 | $4.30M | 0.6% | +0.4% | 0.534% | |
2/17/2025 | Captrust Financial Advisors | 13,111 | $240K | 0.0% | +8.5% | 0.030% | |
2/17/2025 | Bank of America Corp DE | 799,151 | $14.63M | 0.0% | +1.8% | 1.816% | |
2/17/2025 | BIP Wealth LLC | 24,500 | $449K | 0.0% | +9.9% | 0.056% | |
2/17/2025 | Ameriprise Financial Inc. | 776,490 | $14.22M | 0.0% | +7.1% | 1.765% | |
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2/14/2025 | Eagle Strategies LLC | 52,927 | $969K | 0.2% | -25.1% | 0.120% | |
2/14/2025 | Capital Analysts LLC | 23,712 | $434K | 0.0% | +16.5% | 0.054% | |
2/14/2025 | Cheviot Value Management LLC | 85,037 | $1.56M | 0.3% | +28.5% | 0.193% | |
2/14/2025 | Susquehanna International Group LLP | 98,704 | $1.81M | 0.0% | -56.9% | 0.224% | |
2/14/2025 | Stifel Financial Corp | 26,035 | $477K | 0.0% | -3.1% | 0.059% | |
2/14/2025 | MML Investors Services LLC | 240,162 | $4.40M | 0.0% | +2.0% | 0.546% | |
2/13/2025 | Mariner LLC | 124,589 | $2.28M | 0.0% | +4.5% | 0.283% | |
2/13/2025 | Townsquare Capital LLC | 29,926 | $548K | 0.0% | +2.9% | 0.068% | |
2/13/2025 | Legacy Financial Advisors Inc. | 46,712 | $855K | 0.1% | +10.1% | 0.106% | |
2/13/2025 | Raymond James Financial Inc. | 310,993 | $5.69M | 0.0% | N/A | 0.707% | |
2/13/2025 | Bank of Montreal Can | 5,106 | $93K | 0.0% | N/A | 0.012% | |
2/13/2025 | Envestnet Asset Management Inc. | 256,745 | $4.70M | 0.0% | -10.6% | 0.584% | |
2/13/2025 | Wells Fargo & Company MN | 1,971,970 | $36.11M | 0.0% | +28.7% | 4.482% | |
2/12/2025 | Riverchase Wealth Management LLC | 12,960 | $237K | 0.2% | N/A | 0.029% | |
2/11/2025 | LPL Financial LLC | 1,812,536 | $33.19M | 0.0% | -8.0% | 4.119% | |
2/10/2025 | Tocqueville Asset Management L.P. | 166,927 | $3.06M | 0.0% | N/A | 0.379% | |
2/10/2025 | GLOBALT Investments LLC GA | 39,704 | $727K | 0.0% | -2.3% | 0.090% | |
2/10/2025 | Commonwealth Equity Services LLC | 222,624 | $4.08M | 0.0% | +13.8% | 0.506% | |
2/10/2025 | Wintrust Investments LLC | 1,870 | $34K | 0.0% | -56.8% | 0.004% | |
2/10/2025 | Avantax Advisory Services Inc. | 49,705 | $910K | 0.0% | -1.6% | 0.113% | |
2/7/2025 | HighTower Advisors LLC | 189,412 | $3.47M | 0.0% | +0.3% | 0.430% | |
2/6/2025 | Raymond James Financial Inc. | 310,993 | $5.69M | 0.0% | N/A | 0.707% | |
2/6/2025 | Atria Investments Inc | 136,320 | $2.50M | 0.0% | +4.7% | 0.310% | |
2/6/2025 | Schechter Investment Advisors LLC | 10,274 | $188K | 0.0% | -9.1% | 0.023% | |
2/6/2025 | Jones Financial Companies Lllp | 247,113 | $4.53M | 0.0% | +78.7% | 0.562% | |
2/4/2025 | Genesis Wealth Advisors LLC | 10,710 | $196K | 0.2% | N/A | 0.024% | |
2/3/2025 | First Horizon Advisors Inc. | 166,826 | $3.06M | 0.1% | -24.9% | 0.379% | |
2/3/2025 | Sigma Planning Corp | 13,559 | $248K | 0.0% | -4.5% | 0.031% | |
2/3/2025 | Winebrenner Capital Management LLC | 48,462 | $887K | 0.7% | N/A | 0.110% | |
2/3/2025 | Parcion Private Wealth LLC | 66,069 | $1.21M | 0.1% | -10.8% | 0.150% | |
2/3/2025 | Private Advisor Group LLC | 57,931 | $1.06M | 0.0% | -13.2% | 0.132% | |
1/31/2025 | Sanctuary Advisors LLC | 143,312 | $2.74M | 0.0% | +2.5% | 0.326% | |
1/30/2025 | Aveo Capital Partners LLC | 32,732 | $599K | 0.1% | -43.5% | 0.074% | |
1/29/2025 | Stonebridge Financial Group LLC | 2,456 | $45K | 0.0% | N/A | 0.006% | |
1/28/2025 | Stephens Inc. AR | 13,517 | $247K | 0.0% | +12.3% | 0.031% | |
1/28/2025 | Kingsview Wealth Management LLC | 24,845 | $455K | 0.0% | -4.0% | 0.056% | |
1/27/2025 | GHP Investment Advisors Inc. | 1,673 | $31K | 0.0% | -29.9% | 0.004% | |
1/27/2025 | Oakworth Capital Inc. | 1,794 | $33K | 0.0% | N/A | 0.004% | |
1/27/2025 | Stratos Wealth Partners LTD. | 50,773 | $930K | 0.0% | +36.0% | 0.115% | |
1/23/2025 | Calton & Associates Inc. | 11,425 | $209K | 0.1% | N/A | 0.026% | |
1/22/2025 | Drive Wealth Management LLC | 29,926 | $548K | 0.1% | +2.9% | 0.068% | |
1/21/2025 | Flagship Harbor Advisors LLC | 15,407 | $282K | 0.0% | +14.4% | 0.035% | |
1/21/2025 | Accel Wealth Management | 62,422 | $1.14M | 0.4% | +1.6% | 0.141% | |
1/21/2025 | Silver Lake Advisory LLC | 351,697 | $6.44M | 2.8% | -4.3% | 0.794% | |
1/15/2025 | Merit Financial Group LLC | 53,157 | $973K | 0.0% | +21.2% | 0.120% | |
1/15/2025 | Kaye Capital Management | 1,009,551 | $18.49M | 8.4% | -0.2% | 2.283% | |
1/15/2025 | Morton Capital Management LLC CA | 263,108 | $4.82M | 0.9% | +140.2% | 0.595% | |
1/14/2025 | Breakwater Capital Group | 42,573 | $780K | 0.2% | -4.5% | 0.096% | |
1/13/2025 | BCS Wealth Management | 32,098 | $588K | 0.1% | -7.8% | 0.073% | |
12/26/2024 | JPMorgan Chase & Co. | 101,831 | $2.01M | 0.0% | +653.1% | 0.228% | |
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12/13/2024 | B. Riley Wealth Advisors Inc. | 28,078 | $552K | 0.0% | -9.2% | 0.063% | |
11/25/2024 | Sanctuary Advisors LLC | 139,853 | $2.70M | 0.0% | +8.1% | 0.314% | |
11/15/2024 | High Falls Advisors Inc | 12,211 | $242K | 0.1% | -25.8% | 0.027% | |
11/15/2024 | Continuum Advisory LLC | 70,761 | $1.34M | 0.2% | +3.0% | 0.159% | |
11/15/2024 | MML Investors Services LLC | 235,390 | $4.66M | 0.0% | +0.7% | 0.528% | |
11/15/2024 | Jane Street Group LLC | 49,335 | $976K | 0.0% | -61.2% | 0.111% | |
11/15/2024 | Stifel Financial Corp | 26,867 | $531K | 0.0% | -15.6% | 0.060% | |
11/15/2024 | HighTower Advisors LLC | 188,849 | $3.73M | 0.0% | +0.9% | 0.424% | |
11/15/2024 | Cheviot Value Management LLC | 66,189 | $1.31M | 0.2% | -16.9% | 0.149% | |
11/14/2024 | Flow Traders U.S. LLC | 124,128 | $2.46M | 0.1% | +495.5% | 0.279% | |