7/25/2025 | Atria Wealth Solutions Inc. | 43,092 | $476K | 0.0% | +2.8% | 0.050% | |
7/23/2025 | Clear Creek Financial Management LLC | 10,854 | $120K | 0.0% | -32.1% | 0.013% | |
7/22/2025 | Belpointe Asset Management LLC | 14,850 | $164K | 0.0% | -10.1% | 0.017% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,035 | $33K | 0.0% | N/A | 0.004% | |
7/18/2025 | SOA Wealth Advisors LLC. | 23,095 | $255K | 0.0% | -17.9% | 0.027% | |
7/17/2025 | Capital Investment Advisors LLC | 125,726 | $1.39M | 0.0% | -2.7% | 0.146% | |
7/17/2025 | Sound Income Strategies LLC | 47,481 | $524K | 0.0% | -8.0% | 0.055% | |
7/17/2025 | Uncommon Cents Investing LLC | 329,140 | $3.63M | 1.0% | +5.9% | 0.382% | |
7/14/2025 | Sowell Financial Services LLC | 16,357 | $180K | 0.0% | -44.5% | 0.019% | |
7/11/2025 | Vanguard Capital Wealth Advisors | 45,000 | $496K | 0.5% | -10.0% | 0.052% | |
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7/8/2025 | Martin Capital Partners LLC | 11,179 | $123K | 0.0% | N/A | 0.013% | |
5/21/2025 | Geneos Wealth Management Inc. | 10,616 | $114K | 0.0% | +570.2% | 0.012% | |
5/20/2025 | Belpointe Asset Management LLC | 16,525 | $177K | 0.0% | N/A | 0.019% | |
5/19/2025 | Smith Asset Management Co. LLC | 425,597 | $4.57M | 4.3% | N/A | 0.494% | |
5/16/2025 | NewEdge Advisors LLC | 29,820 | $320K | 0.0% | -13.6% | 0.035% | |
5/16/2025 | Integrated Wealth Concepts LLC | 43,039 | $462K | 0.0% | +5.0% | 0.050% | |
5/15/2025 | Royal Bank of Canada | 1,072,359 | $11.51M | 0.0% | +1.0% | 1.244% | |
5/15/2025 | WPG Advisers LLC | 2,364 | $25K | 0.0% | N/A | 0.003% | |
5/15/2025 | Landscape Capital Management L.L.C. | 86,780 | $931K | 0.1% | +292.9% | 0.101% | |
5/14/2025 | PKS Advisory Services LLC | 14,029 | $151K | 0.0% | -14.0% | 0.016% | |
5/13/2025 | Raymond James Financial Inc. | 394,956 | $4.24M | 0.0% | +10.6% | 0.458% | |
5/12/2025 | Invesco Ltd. | 1,058,145 | $11.35M | 0.0% | +22.5% | 1.227% | |
5/12/2025 | Wolverine Asset Management LLC | 7,003 | $75K | 0.0% | -69.8% | 0.008% | |
5/9/2025 | Atria Wealth Solutions Inc. | 41,918 | $450K | 0.0% | -17.2% | 0.049% | |
5/9/2025 | Shaker Financial Services LLC | 157,981 | $1.70M | 0.7% | +168.7% | 0.183% | |
5/8/2025 | US Bancorp DE | 11,127 | $119K | 0.0% | -11.2% | 0.013% | |
5/8/2025 | Shufro Rose & Co. LLC | 59,350 | $637K | 0.1% | +9.2% | 0.069% | |
5/8/2025 | King Wealth Management Group | 19,000 | $204K | 0.0% | +26.7% | 0.022% | |
5/7/2025 | LPL Financial LLC | 960,855 | $10.31M | 0.0% | +3.9% | 1.114% | |
5/6/2025 | Elm3 Financial Group LLC | 10,880 | $117K | 0.1% | -8.4% | 0.013% | |
5/6/2025 | Readystate Asset Management LP | 69,874 | $750K | 0.0% | +23.7% | 0.081% | |
5/5/2025 | IFP Advisors Inc | 7,610 | $82K | 0.0% | -50.0% | 0.009% | |
5/5/2025 | Nwam LLC | 37,702 | $405K | 0.0% | -11.7% | 0.044% | |
5/2/2025 | Independent Wealth Network Inc. | 133,882 | $1.44M | 0.6% | +10.0% | 0.155% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 126,861 | $1.36M | 0.4% | +23.6% | 0.147% | |
4/29/2025 | Huntleigh Advisors Inc. | 1,259,881 | $13.52M | 2.6% | N/A | 1.461% | |
4/29/2025 | Calamos Advisors LLC | 16,772 | $180K | 0.0% | N/A | 0.019% | |
4/23/2025 | Integris Wealth Management LLC | 15,000 | $161K | 0.0% | +25.0% | 0.017% | |
4/23/2025 | Uncommon Cents Investing LLC | 310,775 | $3.34M | 1.0% | +0.6% | 0.360% | |
4/23/2025 | Oppenheimer & Co. Inc. | 75,248 | $807K | 0.0% | +26.3% | 0.087% | |
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4/22/2025 | Cambridge Investment Research Advisors Inc. | 49,765 | $534K | 0.0% | +13.8% | 0.058% | |
4/21/2025 | Abundance Wealth Counselors | 38,784 | $416K | 0.1% | -9.5% | 0.045% | |
4/18/2025 | Huntleigh Advisors Inc. | 1,259,881 | $13.52M | 8.2% | N/A | 1.461% | |
4/17/2025 | Janney Montgomery Scott LLC | 29,582 | $317K | 0.0% | N/A | 0.034% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 31,812 | $341K | 0.0% | +4.8% | 0.037% | |
4/16/2025 | Sowa Financial Group Inc. | 188,498 | $2.02M | 1.3% | -5.3% | 0.219% | |
4/14/2025 | Farther Finance Advisors LLC | 40,118 | $432K | 0.0% | N/A | 0.047% | |
4/14/2025 | Capital Investment Advisors LLC | 129,211 | $1.39M | 0.0% | -8.0% | 0.150% | |
4/9/2025 | Quad Cities Investment Group LLC | 89,751 | $963K | 0.5% | +1.5% | 0.104% | |
4/9/2025 | Kaizen Financial Strategies | 22,926 | $246K | 0.1% | +65.6% | 0.027% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 30,359 | $326K | 0.0% | +7.3% | 0.035% | |
2/25/2025 | Shufro Rose & Co. LLC | 54,350 | $583K | 0.0% | -9.9% | 0.063% | |
2/17/2025 | Tidal Investments LLC | 110,339 | $1.18M | 0.0% | +2.3% | 0.128% | |
2/17/2025 | McGowan Group Asset Management Inc. | 3,812,964 | $40.91M | 5.5% | -21.3% | 4.422% | |
2/17/2025 | Cetera Investment Advisers | 83,645 | $898K | 0.0% | +163.4% | 0.097% | |
2/17/2025 | Captrust Financial Advisors | 18,926 | $203K | 0.0% | -45.4% | 0.022% | |
2/17/2025 | Bank of America Corp DE | 952,569 | $10.22M | 0.0% | -12.6% | 1.105% | |
2/17/2025 | Ameriprise Financial Inc. | 67,344 | $723K | 0.0% | +6.1% | 0.078% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 28,440 | $305K | 0.0% | +147.9% | 0.033% | |
2/14/2025 | Shaker Financial Services LLC | 58,804 | $631K | 0.2% | N/A | 0.068% | |
2/13/2025 | Mariner LLC | 15,314 | $164K | 0.0% | +14.1% | 0.018% | |
2/13/2025 | Cohen & Steers Inc. | 141,297 | $1.52M | 0.0% | -38.4% | 0.164% | |
2/13/2025 | Raymond James Financial Inc. | 357,104 | $3.83M | 0.0% | N/A | 0.414% | |
2/13/2025 | Invesco Ltd. | 863,794 | $9.27M | 0.0% | +6.3% | 1.002% | |
2/13/2025 | Wells Fargo & Company MN | 602,707 | $6.47M | 0.0% | -0.6% | 0.699% | |
2/12/2025 | Landscape Capital Management L.L.C. | 22,085 | $237K | 0.0% | -47.9% | 0.026% | |
2/12/2025 | Everstar Asset Management LLC | 26,368 | $283K | 0.2% | -7.0% | 0.031% | |
2/12/2025 | Prevail Innovative Wealth Advisors LLC | 102,626 | $1.10M | 0.3% | +161.5% | 0.119% | |
2/12/2025 | Maridea Wealth Management LLC | 55,240 | $593K | 0.2% | N/A | 0.064% | |
2/12/2025 | PKS Advisory Services LLC | 16,313 | $175K | 0.0% | N/A | 0.019% | |
2/11/2025 | LPL Financial LLC | 925,141 | $9.93M | 0.0% | -1.8% | 1.073% | |
2/10/2025 | Thrivent Financial for Lutherans | 228,008 | $2.45M | 0.0% | -0.4% | 0.264% | |
2/10/2025 | King Wealth Management Group | 15,000 | $161K | 0.0% | N/A | 0.017% | |
2/7/2025 | HighTower Advisors LLC | 24,622 | $264K | 0.0% | +25.0% | 0.029% | |
2/7/2025 | PNC Financial Services Group Inc. | 13,000 | $139K | 0.0% | -7.0% | 0.015% | |
2/6/2025 | Raymond James Financial Inc. | 357,104 | $3.83M | 0.0% | N/A | 0.414% | |
2/6/2025 | Jones Financial Companies Lllp | 68,463 | $735K | 0.0% | +73.6% | 0.079% | |
2/5/2025 | US Bancorp DE | 12,527 | $134K | 0.0% | +12.6% | 0.015% | |
2/5/2025 | Oppenheimer & Co. Inc. | 59,567 | $639K | 0.0% | -7.5% | 0.069% | |
2/5/2025 | Nwam LLC | 42,694 | $458K | 0.0% | -23.0% | 0.050% | |
2/4/2025 | IFP Advisors Inc | 15,220 | $163K | 0.0% | +100.0% | 0.018% | |
2/4/2025 | Wealthgarden F.S. LLC | 33,407 | $358K | 0.3% | -39.7% | 0.039% | |
2/3/2025 | Waterfront Wealth Inc. | 46,750 | $502K | 0.1% | -6.3% | 0.054% | |
2/3/2025 | Wolverine Asset Management LLC | 23,157 | $248K | 0.0% | N/A | 0.027% | |
2/3/2025 | Concurrent Investment Advisors LLC | 53,247 | $571K | 0.0% | +3.8% | 0.062% | |
2/3/2025 | Private Advisor Group LLC | 13,447 | $144K | 0.0% | -26.3% | 0.016% | |
1/31/2025 | Atria Wealth Solutions Inc. | 50,614 | $544K | 0.0% | +12.5% | 0.059% | |
1/27/2025 | Elm3 Financial Group LLC | 11,880 | $127K | 0.1% | N/A | 0.014% | |
1/27/2025 | Choreo LLC | 18,711 | $199K | 0.0% | +9.7% | 0.022% | |
1/24/2025 | Abundance Wealth Counselors | 42,865 | $460K | 0.1% | +2.4% | 0.050% | |
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1/24/2025 | Clear Creek Financial Management LLC | 16,695 | $179K | 0.0% | -9.9% | 0.019% | |
1/23/2025 | NorthStar Asset Management LLC NJ | 21,145 | $227K | 0.1% | -10.4% | 0.025% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 10,000 | $107K | 0.0% | N/A | 0.012% | |
1/16/2025 | Sowa Financial Group Inc. | 199,112 | $2.14M | 1.3% | -49.1% | 0.231% | |
1/16/2025 | Uncommon Cents Investing LLC | 308,820 | $3.31M | 1.0% | +2.0% | 0.358% | |
1/14/2025 | Park Avenue Securities LLC | 10,774 | $116K | 0.0% | N/A | 0.012% | |
1/14/2025 | Quad Cities Investment Group LLC | 88,462 | $949K | 0.5% | -4.0% | 0.103% | |
1/13/2025 | Capital Investment Advisors LLC | 140,371 | $1.51M | 0.0% | -0.9% | 0.163% | |
11/25/2024 | Tidal Investments LLC | 107,861 | $1.22M | 0.0% | +7.4% | 0.125% | |
11/25/2024 | World Investment Advisors LLC | 56,700 | $643K | 0.0% | N/A | 0.066% | |