5/16/2025 | Goldman Sachs Group Inc. | 114,622 | $3.33M | 0.0% | -4.9% | 0.575% | |
5/16/2025 | Jones Financial Companies Lllp | 112,860 | $3.00M | 0.0% | +26.7% | 0.566% | |
5/16/2025 | NewEdge Advisors LLC | 23,237 | $674K | 0.0% | -12.1% | 0.117% | |
5/15/2025 | Royal Bank of Canada | 118,163 | $3.43M | 0.0% | -9.3% | 0.593% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 8,772 | $254K | 0.1% | -4.4% | 0.044% | |
5/15/2025 | MAI Capital Management | 1,645 | $48K | 0.0% | -44.7% | 0.008% | |
5/15/2025 | Baird Financial Group Inc. | 15,488 | $449K | 0.0% | -31.4% | 0.078% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 166,608 | $4.83M | 0.2% | -1.9% | 0.836% | |
5/14/2025 | Apexium Financial LP | 23,655 | $686K | 0.0% | -11.8% | 0.119% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 10,932 | $317K | 0.0% | -55.6% | 0.055% | |
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5/14/2025 | Purus Wealth Management LLC | 92,331 | $2.68M | 1.1% | +3.5% | 0.463% | |
5/14/2025 | Tradition Wealth Management LLC | 53,449 | $1.55M | 0.1% | -3.7% | 0.268% | |
5/13/2025 | Raymond James Financial Inc. | 1,185,097 | $34.38M | 0.0% | -10.6% | 5.943% | |
5/13/2025 | Cresset Asset Management LLC | 19,445 | $564K | 0.0% | -30.9% | 0.098% | |
5/13/2025 | HighTower Advisors LLC | 7,088 | $206K | 0.0% | -44.6% | 0.036% | |
5/12/2025 | Invesco Ltd. | 54,512 | $1.58M | 0.0% | +11.7% | 0.273% | |
5/8/2025 | NorthRock Partners LLC | 2,283 | $66K | 0.0% | N/A | 0.011% | |
5/7/2025 | LPL Financial LLC | 370,825 | $10.76M | 0.0% | +1.0% | 1.860% | |
5/7/2025 | Texas Yale Capital Corp. | 37,440 | $1.09M | 0.0% | +146.5% | 0.188% | |
5/6/2025 | Cetera Investment Advisers | 21,747 | $631K | 0.0% | -20.3% | 0.109% | |
5/6/2025 | Avantax Advisory Services Inc. | 72,096 | $2.09M | 0.0% | -8.0% | 0.362% | |
5/6/2025 | AE Wealth Management LLC | 905 | $26K | 0.0% | +507.4% | 0.005% | |
5/2/2025 | Retirement Planning Co of New England Inc. | 14,315 | $415K | 0.1% | +56.1% | 0.072% | |
5/2/2025 | Wealthfront Advisers LLC | 68,035 | $1.97M | 0.0% | +31.5% | 0.341% | |
5/1/2025 | CWM LLC | 3,452 | $100K | 0.0% | -34.7% | 0.017% | |
5/1/2025 | SteelPeak Wealth LLC | 89,405 | $2.59M | 0.1% | +4.1% | 0.448% | |
4/29/2025 | Envestnet Asset Management Inc. | 30,976 | $899K | 0.0% | -15.7% | 0.155% | |
4/25/2025 | WASHINGTON TRUST Co | 1,000 | $29K | 0.0% | -33.3% | 0.005% | |
4/25/2025 | Essex Financial Services Inc. | 83,145 | $2.41M | 0.2% | -2.3% | 0.411% | |
4/23/2025 | Gerber LLC | 26,122 | $758K | 0.6% | -19.4% | 0.129% | |
4/23/2025 | Spirepoint Private Client LLC | 24,391 | $708K | 0.1% | +18.8% | 0.121% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 21,398 | $621K | 0.0% | -7.8% | 0.106% | |
4/22/2025 | WealthCare Investment Partners LLC | 23,750 | $636K | 0.3% | -45.5% | 0.118% | |
4/22/2025 | Congress Park Capital LLC | 9,898 | $287K | 0.1% | +5.0% | 0.049% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 25,899 | $751K | 0.0% | -22.0% | 0.128% | |
4/16/2025 | Goldstone Financial Group LLC | 18,828 | $546K | 0.1% | +76.4% | 0.093% | |
4/16/2025 | RMR Wealth Builders | 18,631 | $540K | 0.1% | -11.8% | 0.092% | |
4/15/2025 | Erickson Financial Group LLC | 239,997 | $6.96M | 5.2% | -1.8% | 1.186% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 962 | $28K | 0.0% | +67.0% | 0.005% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 134,665 | $3.91M | 0.1% | +1.3% | 0.666% | |
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4/10/2025 | Granite Bay Wealth Management LLC | 10,250 | $297K | 0.1% | -19.6% | 0.051% | |
3/24/2025 | Mascagni Wealth Management Inc. | 2,461 | $76K | 0.1% | N/A | 0.012% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 33,201 | $1.03M | 0.0% | -14.7% | 0.158% | |
3/12/2025 | Centaurus Financial Inc. | 6,991 | $216K | 0.0% | -15.2% | 0.033% | |
2/18/2025 | Novem Group | 65,200 | $2.01M | 0.3% | N/A | 0.310% | |
2/17/2025 | Focus Partners Wealth | 11,111 | $343K | 0.0% | N/A | 0.053% | |
2/17/2025 | Cresset Asset Management LLC | 28,149 | $869K | 0.0% | -6.6% | 0.134% | |
2/17/2025 | Cetera Investment Advisers | 27,284 | $843K | 0.0% | -3.0% | 0.130% | |
2/17/2025 | Bank of America Corp DE | 227,855 | $7.04M | 0.0% | +0.5% | 1.084% | |
2/17/2025 | Ameriprise Financial Inc. | 75,816 | $2.34M | 0.0% | -9.5% | 0.361% | |
2/17/2025 | Aptus Capital Advisors LLC | 1,877 | $58K | 0.0% | +221.4% | 0.009% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 22,742 | $702K | 0.0% | +111.8% | 0.108% | |
2/14/2025 | Jane Street Group LLC | 24,746 | $764K | 0.0% | -96.8% | 0.118% | |
2/14/2025 | Wick Capital Partners LLC | 88,934 | $2.75M | 0.5% | +788.0% | 0.423% | |
2/14/2025 | Lido Advisors LLC | 52,471 | $1.62M | 0.0% | +35.2% | 0.250% | |
2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 169,806 | $5.24M | 0.2% | +7.6% | 0.808% | |
2/14/2025 | Prosperity Consulting Group LLC | 6,625 | $205K | 0.0% | -25.4% | 0.032% | |
2/14/2025 | Topsail Wealth Management LLC | 3,005 | $93K | 0.0% | N/A | 0.014% | |
2/14/2025 | IHT Wealth Management LLC | 21,432 | $662K | 0.0% | -9.3% | 0.102% | |
2/14/2025 | OneDigital Investment Advisors LLC | 6,719 | $207K | 0.0% | N/A | 0.032% | |
2/14/2025 | TD Waterhouse Canada Inc. | 13,943 | $431K | 0.0% | +10.1% | 0.066% | |
2/14/2025 | Tower Research Capital LLC TRC | 10,286 | $318K | 0.0% | -54.0% | 0.049% | |
2/14/2025 | Tradition Wealth Management LLC | 55,488 | $1.71M | 0.2% | -4.8% | 0.264% | |
2/13/2025 | NewEdge Advisors LLC | 26,443 | $817K | 0.0% | -1.5% | 0.126% | |
2/13/2025 | Finward Bancorp | 6,655 | $206K | 0.2% | N/A | 0.032% | |
2/13/2025 | Mariner LLC | 32,979 | $1.02M | 0.0% | -2.8% | 0.157% | |
2/13/2025 | Rockefeller Capital Management L.P. | 12,270 | $379K | 0.0% | -4.8% | 0.058% | |
2/13/2025 | Raymond James Financial Inc. | 1,325,763 | $40.94M | 0.0% | N/A | 6.307% | |
2/13/2025 | Texas Yale Capital Corp. | 15,190 | $469K | 0.0% | N/A | 0.072% | |
2/13/2025 | Invesco Ltd. | 48,785 | $1.51M | 0.0% | +99.9% | 0.232% | |
2/13/2025 | Bank of Montreal Can | 1,610 | $50K | 0.0% | -97.0% | 0.008% | |
2/13/2025 | Envestnet Asset Management Inc. | 36,758 | $1.14M | 0.0% | +19.8% | 0.175% | |
2/13/2025 | Wells Fargo & Company MN | 179,752 | $5.55M | 0.0% | -1.5% | 0.855% | |
2/12/2025 | National Bank of Canada FI | 2,080 | $64K | 0.0% | -304.3% | 0.010% | |
2/12/2025 | JPMorgan Chase & Co. | 7,936 | $245K | 0.0% | +11.1% | 0.038% | |
2/11/2025 | LPL Financial LLC | 367,041 | $11.33M | 0.0% | +3.4% | 1.746% | |
2/10/2025 | Commonwealth Equity Services LLC | 42,224 | $1.30M | 0.0% | -6.4% | 0.201% | |
2/10/2025 | Avantax Advisory Services Inc. | 78,366 | $2.42M | 0.0% | +9.8% | 0.373% | |
2/7/2025 | HighTower Advisors LLC | 12,783 | $395K | 0.0% | -10.2% | 0.061% | |
2/7/2025 | Wealthfront Advisers LLC | 36,353 | $1.12M | 0.0% | -20.3% | 0.173% | |
2/6/2025 | Raymond James Financial Inc. | 1,325,763 | $40.94M | 0.0% | N/A | 6.307% | |
2/6/2025 | SBI Securities Co. Ltd. | 5,480 | $169K | 0.0% | N/A | 0.026% | |
2/6/2025 | Jones Financial Companies Lllp | 89,102 | $2.75M | 0.0% | +11.7% | 0.424% | |
2/3/2025 | Private Advisor Group LLC | 12,040 | $372K | 0.0% | +2.9% | 0.057% | |
2/3/2025 | Flagstar Advisors Inc. | 7,662 | $237K | 0.1% | -64.5% | 0.036% | |
1/30/2025 | Ellis Investment Partners LLC | 8,937 | $276K | 0.1% | -4.6% | 0.042% | |
1/30/2025 | Erickson Financial Group LLC | 244,367 | $7.55M | 5.4% | -0.3% | 1.161% | |
1/29/2025 | Essex Financial Services Inc. | 85,061 | $2.63M | 0.2% | -1.6% | 0.404% | |
1/27/2025 | Trilogy Capital Inc. | 173,479 | $5.36M | 0.3% | N/A | 0.824% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 28,059 | $879K | 0.0% | -22.1% | 0.133% | |
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1/24/2025 | Financial Life Planners | 978 | $30K | 0.0% | N/A | 0.005% | |
1/23/2025 | McKinley Carter Wealth Services Inc. | 31,721 | $980K | 0.1% | -14.1% | 0.151% | |
1/23/2025 | SteelPeak Wealth LLC | 85,905 | $2.65M | 0.1% | N/A | 0.408% | |
1/22/2025 | Apexium Financial LP | 26,822 | $828K | 0.1% | -9.8% | 0.127% | |
1/21/2025 | Flagship Harbor Advisors LLC | 10,531 | $325K | 0.0% | N/A | 0.050% | |
1/21/2025 | Cornerstone Wealth Management LLC | 28,774 | $889K | 0.1% | +6.4% | 0.136% | |
1/16/2025 | Purus Wealth Management LLC | 89,251 | $2.76M | 1.1% | +553.5% | 0.424% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 132,993 | $4.11M | 0.1% | +2.7% | 0.632% | |
1/15/2025 | Goldstone Financial Group LLC | 10,676 | $330K | 0.1% | N/A | 0.051% | |
1/14/2025 | RMR Wealth Builders | 21,135 | $653K | 0.1% | -2.5% | 0.100% | |