5/29/2025 | Nova Wealth Management Inc. | 3,019 | $416K | 0.4% | +40.4% | 0.130% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 2,667 | $367K | 0.1% | +31.4% | 0.114% | |
5/20/2025 | Belpointe Asset Management LLC | 6,672 | $919K | 0.0% | +43.7% | 0.286% | |
5/19/2025 | Jane Street Group LLC | 2,133 | $294K | 0.0% | -55.1% | 0.092% | |
5/16/2025 | Goldman Sachs Group Inc. | 18,415 | $2.54M | 0.0% | -14.7% | 0.818% | |
5/16/2025 | NewEdge Advisors LLC | 22,478 | $3.10M | 0.0% | +6.5% | 0.965% | |
5/15/2025 | Royal Bank of Canada | 4,945 | $681K | 0.0% | -86.4% | 0.212% | |
5/15/2025 | OLD Mission Capital LLC | 5,451 | $751K | 0.0% | N/A | 0.234% | |
5/14/2025 | Transamerica Financial Advisors LLC | 120,835 | $16.64M | 1.7% | +2.7% | 5.186% | |
5/13/2025 | Raymond James Financial Inc. | 110,192 | $15.17M | 0.0% | +14.1% | 4.729% | |
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5/13/2025 | HighTower Advisors LLC | 144,883 | $19.95M | 0.0% | +1.7% | 6.218% | |
5/9/2025 | MGB Wealth Management LLC | 1,080 | $149K | 0.1% | +19.3% | 0.046% | |
5/8/2025 | SPC Financial Inc. | 7,285 | $1.00M | 0.1% | +1.3% | 0.313% | |
5/8/2025 | Private Advisory Group LLC | 1,639 | $226K | 0.0% | -4.9% | 0.070% | |
5/7/2025 | LPL Financial LLC | 125,516 | $17.29M | 0.0% | +25.8% | 5.387% | |
5/6/2025 | Cetera Investment Advisers | 8,800 | $1.21M | 0.0% | -11.2% | 0.378% | |
5/6/2025 | Avantax Advisory Services Inc. | 7,795 | $1.07M | 0.0% | +17.1% | 0.335% | |
5/6/2025 | WMG Financial Advisors LLC | 1,660 | $229K | 0.1% | N/A | 0.071% | |
5/6/2025 | Fagan Associates Inc. | 4,040 | $556K | 0.1% | -2.1% | 0.173% | |
5/5/2025 | Private Advisor Group LLC | 12,851 | $1.77M | 0.0% | +1.9% | 0.552% | |
5/2/2025 | Larson Financial Group LLC | 2,060 | $284K | 0.0% | +4.3% | 0.087% | |
4/29/2025 | Envestnet Asset Management Inc. | 19,526 | $2.69M | 0.0% | +160.3% | 0.827% | |
4/29/2025 | Silver Oak Securities Incorporated | 16,653 | $2.30M | 0.2% | +20.8% | 0.706% | |
4/28/2025 | Rossby Financial LCC | 242 | $33K | 0.0% | N/A | 0.010% | |
4/25/2025 | WealthBridge Capital Management LLC | 2,060 | $284K | 0.1% | -14.3% | 0.087% | |
4/23/2025 | Western Financial Corp CA | 2,472 | $340K | 0.2% | +4.5% | 0.104% | |
4/23/2025 | Western Wealth Management LLC | 1,727 | $238K | 0.0% | N/A | 0.073% | |
4/23/2025 | Spire Wealth Management | 1,158 | $159K | 0.0% | +34.7% | 0.049% | |
4/23/2025 | International Assets Investment Management LLC | 1,555 | $214K | 0.0% | N/A | 0.065% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 28,229 | $3.89M | 0.0% | -1.5% | 1.186% | |
4/22/2025 | Genesee Capital Advisors LLC | 7,984 | $1.10M | 0.5% | -46.1% | 0.335% | |
4/22/2025 | MinichMacGregor Wealth Management LLC | 2,543 | $350K | 0.1% | +4.6% | 0.107% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 5,662 | $780K | 0.0% | -3.1% | 0.238% | |
4/17/2025 | Sowell Financial Services LLC | 2,105 | $290K | 0.0% | N/A | 0.087% | |
4/17/2025 | Janney Montgomery Scott LLC | 50,588 | $6.97M | 0.0% | -0.9% | 2.090% | |
4/15/2025 | Trueblood Wealth Management LLC | 2,822 | $389K | 0.2% | +83.7% | 0.117% | |
4/14/2025 | Farther Finance Advisors LLC | 7,515 | $1.05M | 0.0% | N/A | 0.311% | |
4/10/2025 | Financial Management Professionals Inc. | 15,421 | $2.12M | 0.3% | -42.5% | 0.629% | |
2/18/2025 | Sunbelt Securities Inc. | 1,400 | $216K | 0.0% | +150.4% | 0.056% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 5,622 | $864K | 0.4% | +22.7% | 0.224% | |
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2/17/2025 | Cetera Investment Advisers | 9,912 | $1.52M | 0.0% | +9.4% | 0.395% | |
2/17/2025 | Blue Capital Inc. | 6,292 | $967K | 0.7% | N/A | 0.251% | |
2/17/2025 | Citadel Advisors LLC | 7,162 | $1.10M | 0.0% | N/A | 0.285% | |
2/17/2025 | Baird Financial Group Inc. | 1,387 | $213K | 0.0% | -10.3% | 0.055% | |
2/17/2025 | Bank of America Corp DE | 29,742 | $4.57M | 0.0% | +1.8% | 1.185% | |
2/17/2025 | Ameriprise Financial Inc. | 85,387 | $13.13M | 0.0% | +78.5% | 3.402% | |
2/14/2025 | Jane Street Group LLC | 4,755 | $731K | 0.0% | N/A | 0.189% | |
2/14/2025 | Stifel Financial Corp | 20,789 | $3.20M | 0.0% | +18.1% | 0.828% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 225 | $38K | 0.0% | N/A | 0.009% | |
2/13/2025 | NewEdge Advisors LLC | 21,105 | $3.25M | 0.0% | +32.1% | 0.841% | |
2/13/2025 | Belpointe Asset Management LLC | 4,643 | $675K | 0.0% | -4.6% | 0.185% | |
2/13/2025 | Raymond James Financial Inc. | 96,538 | $14.84M | 0.0% | N/A | 3.846% | |
2/13/2025 | Advisory Services Network LLC | 1,891 | $291K | 0.0% | N/A | 0.075% | |
2/13/2025 | Envestnet Asset Management Inc. | 7,502 | $1.15M | 0.0% | +1.7% | 0.299% | |
2/13/2025 | Wells Fargo & Company MN | 174,696 | $26.86M | 0.0% | +12.7% | 6.960% | |
2/12/2025 | StoneX Group Inc. | 14,877 | $2.29M | 0.1% | +1.6% | 0.593% | |
2/12/2025 | Transamerica Financial Advisors Inc. | 117,640 | $18.09M | 1.8% | +4.0% | 4.687% | |
2/11/2025 | LPL Financial LLC | 99,755 | $15.34M | 0.0% | +20.5% | 3.974% | |
2/10/2025 | GWN Securities Inc. | 5,632 | $947K | 0.3% | N/A | 0.224% | |
2/10/2025 | Harbour Investments Inc. | 510 | $78K | 0.0% | -14.3% | 0.020% | |
2/10/2025 | Commonwealth Equity Services LLC | 6,091 | $937K | 0.0% | -4.4% | 0.243% | |
2/10/2025 | Avantax Advisory Services Inc. | 6,658 | $1.02M | 0.0% | +1.9% | 0.265% | |
2/7/2025 | HighTower Advisors LLC | 142,526 | $21.92M | 0.0% | +13.2% | 5.678% | |
2/6/2025 | Raymond James Financial Inc. | 96,538 | $14.84M | 0.0% | N/A | 3.846% | |
2/6/2025 | SPC Financial Inc. | 7,188 | $1.11M | 0.1% | -2.5% | 0.286% | |
2/6/2025 | AMJ Financial Wealth Management | 5,178 | $796K | 0.2% | -4.0% | 0.206% | |
2/6/2025 | Jones Financial Companies Lllp | 3,142 | $483K | 0.0% | +720.4% | 0.125% | |
2/5/2025 | Private Trust Co. NA | 3,493 | $537K | 0.1% | N/A | 0.139% | |
2/3/2025 | Concurrent Investment Advisors LLC | 2,857 | $439K | 0.0% | N/A | 0.114% | |
2/3/2025 | Private Advisor Group LLC | 12,615 | $1.94M | 0.0% | +0.9% | 0.503% | |
1/31/2025 | Global Retirement Partners LLC | 364 | $56K | 0.0% | +435.3% | 0.015% | |
1/31/2025 | J.W. Cole Advisors Inc. | 4,371 | $672K | 0.0% | -1.4% | 0.176% | |
1/29/2025 | Comprehensive Financial Planning Inc. PA | 1,687 | $259K | 0.2% | N/A | 0.068% | |
1/28/2025 | Advisors Preferred LLC | 303 | $47K | 0.0% | N/A | 0.012% | |
1/27/2025 | Silver Oak Securities Incorporated | 13,788 | $2.13M | 0.2% | -7.1% | 0.554% | |
1/27/2025 | Schmidt P J Investment Management Inc. | 2,030 | $312K | 0.1% | N/A | 0.082% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 18,080 | $2.79M | 0.0% | +217.2% | 0.726% | |
1/24/2025 | Spire Wealth Management | 860 | $132K | 0.0% | +473.3% | 0.035% | |
1/24/2025 | DAVENPORT & Co LLC | 3,109 | $478K | 0.0% | N/A | 0.126% | |
1/22/2025 | Genesee Capital Advisors LLC | 14,815 | $2.28M | 1.1% | -12.7% | 0.600% | |
1/22/2025 | Nilsine Partners LLC | 9,186 | $1.41M | 0.2% | N/A | 0.372% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 5,842 | $898K | 0.1% | +179.5% | 0.237% | |
1/17/2025 | Janney Montgomery Scott LLC | 51,065 | $7.85M | 0.0% | -1.5% | 2.026% | |
1/16/2025 | Trueblood Wealth Management LLC | 1,536 | $236K | 0.1% | N/A | 0.061% | |
1/15/2025 | Financial Management Professionals Inc. | 26,825 | $4.13M | 0.5% | -1.4% | 1.064% | |
1/14/2025 | SignalPoint Asset Management LLC | 7,518 | $1.16M | 0.3% | -1.7% | 0.298% | |
11/18/2024 | Sunbelt Securities Inc. | 559 | $86K | 0.0% | -83.7% | 0.025% | |
11/15/2024 | MML Investors Services LLC | 3,876 | $593K | 0.0% | +13.1% | 0.175% | |
11/15/2024 | Stifel Financial Corp | 17,598 | $2.69M | 0.0% | N/A | 0.793% | |
11/15/2024 | HighTower Advisors LLC | 125,863 | $19.25M | 0.0% | N/A | 5.670% | |
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11/13/2024 | Transamerica Financial Advisors Inc. | 113,079 | $17.30M | 1.7% | -0.2% | 5.094% | |
11/13/2024 | FMR LLC | 404 | $62K | 0.0% | +17.1% | 0.018% | |
11/13/2024 | Truvestments Capital LLC | 200 | $31K | 0.0% | N/A | 0.009% | |
11/12/2024 | Larson Financial Group LLC | 1,964 | $300K | 0.0% | +5.1% | 0.088% | |
11/12/2024 | MGB Wealth Management LLC | 875 | $134K | 0.0% | +12.9% | 0.039% | |
11/12/2024 | StoneX Group Inc. | 14,647 | $2.24M | 0.2% | +4.5% | 0.660% | |
11/8/2024 | Stonebridge Financial Planning Group LLC | 4,581 | $701K | 0.3% | -4.2% | 0.206% | |
11/8/2024 | Prospera Financial Services Inc | 2,150 | $329K | 0.0% | N/A | 0.097% | |
11/1/2024 | Holistic Planning LLC | 1,729 | $265K | 0.1% | -11.8% | 0.078% | |
10/31/2024 | JNBA Financial Advisors | 1,502 | $230K | 0.0% | -14.8% | 0.069% | |