7/11/2025 | Mallini Complete Financial Planning LLC | 19,936 | $282K | 0.2% | +13.9% | 0.000% | |
7/10/2025 | Stolper Co | 39,041 | $553K | 0.2% | +4.8% | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 61,352 | $879K | 0.0% | -2.4% | 0.000% | |
6/2/2025 | Modern Wealth Management LLC | 43,025 | $613K | 0.0% | +2.1% | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 34,130 | $486K | 0.0% | -2.8% | 0.000% | |
5/16/2025 | Integrated Wealth Concepts LLC | 15,207 | $217K | 0.0% | N/A | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 67,631 | $964K | 0.0% | -62.3% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 210,373 | $3.00M | 0.0% | +4.5% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 39,553 | $564K | 0.0% | -48.4% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 76,178 | $1.09M | 0.0% | +50.2% | 0.000% | |
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5/13/2025 | Raymond James Financial Inc. | 706,602 | $10.07M | 0.0% | +10.3% | 0.000% | |
5/12/2025 | Invesco Ltd. | 323,333 | $4.61M | 0.0% | -17.3% | 0.000% | |
5/12/2025 | Townsquare Capital LLC | 27,151 | $387K | 0.0% | N/A | 0.000% | |
5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 217,505 | $3.10M | 3.0% | N/A | 0.000% | |
5/7/2025 | LPL Financial LLC | 138,543 | $1.97M | 0.0% | +1.6% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 178,935 | $2.55M | 0.0% | +1.0% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 116,971 | $1.67M | 0.0% | -0.7% | 0.000% | |
5/2/2025 | Summit X LLC | 13,614 | $194K | 0.0% | N/A | 0.000% | |
5/1/2025 | SteelPeak Wealth LLC | 697,373 | $9.94M | 0.4% | -0.2% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 22,696 | $323K | 0.0% | +4.1% | 0.000% | |
4/29/2025 | Aviance Capital Partners LLC | 52,712 | $751K | 0.1% | +5.5% | 0.000% | |
4/28/2025 | Summit Trail Advisors LLC | 16,000 | $228K | 0.0% | N/A | 0.000% | |
4/23/2025 | Western Wealth Management LLC | 31,147 | $444K | 0.0% | -6.1% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 62,844 | $896K | 0.0% | N/A | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 383,954 | $5.47M | 0.1% | -6.2% | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 13,502 | $185K | 0.0% | -7.7% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 177,081 | $2.42M | 0.0% | +1.1% | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 76,616 | $1.05M | 0.0% | -16.7% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 441,238 | $6.04M | 0.0% | +11.9% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 218,949 | $3.00M | 0.0% | +0.9% | 0.000% | |
2/14/2025 | Beacon Pointe Advisors LLC | 10,762 | $147K | 0.0% | N/A | 0.000% | |
2/14/2025 | IHT Wealth Management LLC | 16,753 | $229K | 0.0% | -6.5% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 44,844 | $613K | 0.0% | -7.4% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 100,959 | $1.39M | 0.5% | -43.8% | 0.000% | |
2/13/2025 | MSH Capital Advisors LLC | 18,105 | $248K | 0.1% | N/A | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 35,130 | $481K | 0.0% | -5.9% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 602,651 | $8.24M | 0.1% | +21.9% | 0.000% | |
2/13/2025 | Invesco Ltd. | 390,759 | $5.35M | 0.0% | +4.3% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 190,386 | $2.60M | 0.0% | +10.3% | 0.000% | |
2/12/2025 | Level Four Advisory Services LLC | 10,419 | $143K | 0.0% | N/A | 0.000% | |
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2/11/2025 | Modern Wealth Management LLC | 43,259 | $609K | 0.0% | +12.6% | 0.000% | |
2/11/2025 | LPL Financial LLC | 136,420 | $1.87M | 0.0% | +2.1% | 0.000% | |
2/11/2025 | Intellus Advisors LLC | 11,497 | $157K | 0.0% | N/A | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 179,261 | $2.45M | 0.0% | -33.3% | 0.000% | |
2/10/2025 | Thrivent Financial for Lutherans | 172,059 | $2.35M | 0.0% | -19.2% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 630,031 | $8.62M | 0.0% | +8.4% | 0.000% | |
2/7/2025 | Aviance Capital Partners LLC | 49,978 | $684K | 0.1% | +17.3% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 640,680 | $8.77M | 0.0% | N/A | 0.000% | |
2/3/2025 | Camelot Portfolios LLC | 15,300 | $209K | 0.2% | -29.8% | 0.000% | |
2/3/2025 | Concurrent Investment Advisors LLC | 21,808 | $298K | 0.0% | +14.3% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 117,782 | $1.61M | 0.0% | -31.7% | 0.000% | |
1/23/2025 | SteelPeak Wealth LLC | 698,968 | $9.64M | 0.4% | +7.0% | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 4,070 | $56K | 0.0% | -53.6% | 0.000% | |
1/14/2025 | Stolper Co | 36,804 | $503K | 0.2% | -2.7% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 409,271 | $5.60M | 0.1% | -5.0% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 19,131 | $263K | 0.0% | -92.1% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 19,701 | $273K | 0.0% | -4.7% | 0.000% | |
11/15/2024 | Jane Street Group LLC | 23,104 | $322K | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 48,436 | $675K | 0.0% | N/A | 0.000% | |
11/15/2024 | IHT Wealth Management LLC | 17,916 | $250K | 0.0% | +67.8% | 0.000% | |
11/15/2024 | FSA Wealth Management LLC | 4,890 | $68K | 0.0% | N/A | 0.000% | |
11/12/2024 | Penserra Capital Management LLC | 359,217 | $5.01M | 0.1% | N/A | 0.000% | |
11/12/2024 | Activest Wealth Management | 46,803 | $652K | 0.2% | +167.6% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 268,819 | $3.75M | 0.1% | -22.1% | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 8,781 | $122K | 0.0% | -17.7% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 575,798 | $8.03M | 0.0% | -27.0% | 0.000% | |
11/7/2024 | Aviance Capital Partners LLC | 42,620 | $594K | 0.1% | -12.7% | 0.000% | |
11/7/2024 | Thrivent Financial for Lutherans | 213,059 | $2.97M | 0.0% | -8.6% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 59,286 | $826K | 0.0% | -4.0% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 179,608 | $2.50M | 0.9% | -13.9% | 0.000% | |
10/25/2024 | SteelPeak Wealth LLC | 653,090 | $9.10M | 0.4% | +33.9% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 241,594 | $3.37M | 0.0% | +1,294.0% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 172,501 | $2.41M | 0.0% | -6.2% | 0.000% | |
10/18/2024 | Raymond James & Associates | 454,752 | $6.34M | 0.0% | +4.1% | 0.000% | |
10/18/2024 | Capital Investment Advisors LLC | 430,914 | $6.01M | 0.1% | -2.6% | 0.000% | |
10/9/2024 | Stolper Co | 37,839 | $527K | 0.2% | -2.0% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 20,683 | $258K | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 171,893 | $2.21M | 0.0% | +8.3% | 0.000% | |
8/13/2024 | Thrivent Financial for Lutherans | 233,059 | $3.00M | 0.0% | -2.9% | 0.000% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 194,950 | $2.51M | 0.2% | -63.3% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 183,829 | $2.37M | 0.0% | -3.7% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 208,631 | $2.69M | 1.1% | +28.6% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 544,628 | $7.02M | 0.0% | +3.3% | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 17,331 | $223K | 0.0% | +10.3% | 0.000% | |
7/19/2024 | Western Wealth Management LLC | 38,840 | $500K | 0.0% | -10.6% | 0.000% | |
7/19/2024 | Raymond James & Associates | 436,727 | $5.63M | 0.0% | +35.2% | 0.000% | |
7/17/2024 | SteelPeak Wealth LLC | 487,696 | $6.28M | 0.3% | +117.4% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 442,639 | $5.70M | 0.1% | -4.2% | 0.000% | |
5/29/2024 | Clean Yield Group | 2,000 | $26K | 0.0% | N/A | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 76,416 | $993K | 0.0% | +5.5% | 0.000% | |
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5/24/2024 | Cetera Investment Advisers | 158,777 | $2.06M | 0.0% | +169.3% | 0.000% | |
5/17/2024 | Comerica Bank | 2,496 | $32K | 0.0% | -62.8% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 378,659 | $4.92M | 0.1% | -19.0% | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 7,745 | $97K | 0.0% | -79.0% | 0.000% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 530,731 | $6.89M | 0.6% | -13.1% | 0.000% | |
5/7/2024 | Concurrent Investment Advisors LLC | 19,158 | $249K | 0.0% | -11.9% | 0.000% | |
5/7/2024 | Stonebrook Private Inc. | 10,233 | $133K | 0.0% | -15.9% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 10,290 | $134K | 0.0% | -16.3% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 190,878 | $2.48M | 0.0% | -3.0% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 527,340 | $6.85M | 0.0% | +12.4% | 0.000% | |