7/3/2025 | Sage Capital Advisors llc | 41,989 | $337K | 0.1% | -8.8% | 0.000% | |
6/2/2025 | Modern Wealth Management LLC | 13,407 | $107K | 0.0% | N/A | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 10,400 | $83K | 0.0% | N/A | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 188,843 | $1.50M | 0.1% | +10.2% | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 357,253 | $2.84M | 2.7% | N/A | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 249,800 | $2.19M | 0.0% | +11,427.5% | 0.000% | |
5/16/2025 | Curi RMB Capital LLC | 36,775 | $295K | 0.0% | N/A | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 1,057,956 | $8.42M | 0.2% | -0.4% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 746,918 | $5.95M | 0.0% | -3.9% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 16,606 | $132K | 0.0% | -95.3% | 0.000% | |
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5/15/2025 | WPG Advisers LLC | 4,633 | $37K | 0.0% | N/A | 0.000% | |
5/15/2025 | Northstar Financial Companies Inc. | 35,787 | $285K | 0.3% | -19.5% | 0.000% | |
5/14/2025 | Guggenheim Capital LLC | 1,451,123 | $11.55M | 0.1% | +12.8% | 0.000% | |
5/14/2025 | Samalin Investment Counsel LLC | 110,574 | $880K | 0.4% | +4.1% | 0.000% | |
5/14/2025 | WealthTrust Axiom LLC | 19,879 | $158K | 0.0% | -8.7% | 0.000% | |
5/14/2025 | SVB Wealth LLC | 3,677 | $29K | 0.0% | N/A | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 132,588 | $1.06M | 0.0% | -14.6% | 0.000% | |
5/14/2025 | Compound Planning Inc. | 12,709 | $101K | 0.0% | N/A | 0.000% | |
5/14/2025 | Aspire Growth Partners LLC | 11,773 | $92K | 0.1% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 3,339,902 | $26.59M | 0.0% | +1.4% | 0.000% | |
5/13/2025 | Leigh Baldwin & CO. LLC | 11,113 | $88K | 0.1% | N/A | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 4,105,995 | $32.68M | 0.8% | -13.5% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 194,928 | $1.55M | 0.0% | -2.0% | 0.000% | |
5/12/2025 | Invesco Ltd. | 2,929,951 | $23.32M | 0.0% | +0.5% | 0.000% | |
5/12/2025 | Townsquare Capital LLC | 55,308 | $440K | 0.0% | +2.6% | 0.000% | |
5/12/2025 | Founders Financial Alliance LLC | 13,208 | $105K | 0.0% | N/A | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 93,553 | $751K | 0.1% | N/A | 0.000% | |
5/9/2025 | Chicago Partners Investment Group LLC | 326,501 | $2.55M | 0.1% | +1.5% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 84,081 | $673K | 0.0% | +9.9% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 53,000 | $422K | 0.2% | +279.5% | 0.000% | |
5/9/2025 | Commonwealth Equity Services LLC | 2,284,391 | $18.18M | 0.0% | +0.9% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 13,427 | $107K | 0.0% | -27.7% | 0.000% | |
5/8/2025 | Moors & Cabot Inc. | 531,623 | $4.23M | 0.2% | -5.0% | 0.000% | |
5/8/2025 | US Bancorp DE | 24,494 | $195K | 0.0% | +83.8% | 0.000% | |
5/8/2025 | Shufro Rose & Co. LLC | 18,373 | $146K | 0.0% | +43.1% | 0.000% | |
5/7/2025 | LPL Financial LLC | 2,378,176 | $18.93M | 0.0% | -30.5% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 462,470 | $3.68M | 0.0% | +2.2% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 44,473 | $354K | 0.0% | -12.3% | 0.000% | |
5/6/2025 | Uptown Financial Advisors LLC | 31,600 | $252K | 0.3% | +24.9% | 0.000% | |
5/6/2025 | Wedbush Securities Inc. | 76,187 | $606K | 0.0% | +4.5% | 0.000% | |
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5/6/2025 | Triumph Capital Management | 100,914 | $803K | 0.3% | +23.7% | 0.000% | |
5/6/2025 | Choreo LLC | 34,354 | $276K | 0.0% | -20.3% | 0.000% | |
5/6/2025 | PFG Advisors | 225,212 | $1.79M | 0.1% | N/A | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 52,417 | $417K | 0.0% | -10.7% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 157,751 | $1.26M | 0.0% | +7.6% | 0.000% | |
5/5/2025 | Hollencrest Capital Management | 9,862 | $79K | 0.0% | -26.2% | 0.000% | |
5/2/2025 | Carson Advisory Inc. | 49,861 | $397K | 0.3% | +5.1% | 0.000% | |
5/2/2025 | Whittier Trust Co. | 28,204 | $224K | 0.0% | -4.9% | 0.000% | |
5/2/2025 | Accredited Investor Services LLC | 12,011 | $96K | 0.1% | N/A | 0.000% | |
5/1/2025 | CWM LLC | 8,479 | $67K | 0.0% | -42.5% | 0.000% | |
5/1/2025 | Greatmark Investment Partners Inc. | 998,565 | $7.95M | 1.1% | +0.5% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 782,487 | $6.23M | 0.0% | +36.9% | 0.000% | |
4/30/2025 | Allworth Financial LP | 8,565 | $66K | 0.0% | +81.7% | 0.000% | |
4/30/2025 | Wealth Advisory Solutions LLC | 244,083 | $1.94M | 0.5% | +21.7% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 503,478 | $4.01M | 0.1% | -3.5% | 0.000% | |
4/30/2025 | Planning Directions Inc. | 45,549 | $363K | 0.2% | N/A | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 14,602 | $116K | 0.0% | -18.0% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 287,384 | $2.29M | 0.0% | -13.9% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 673,102 | $5.36M | 0.1% | +1.1% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 32,590 | $259K | 0.0% | +18.5% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 29,660 | $236K | 0.0% | +56.1% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 29,287 | $233K | 0.0% | -6.0% | 0.000% | |
4/28/2025 | DAVENPORT & Co LLC | 252,285 | $2.01M | 0.0% | -3.7% | 0.000% | |
4/28/2025 | Elevate Capital Advisors LLC | 15,300 | $122K | 0.1% | N/A | 0.000% | |
4/24/2025 | J. L. Bainbridge & Co. Inc. | 18,991 | $151K | 0.0% | -29.3% | 0.000% | |
4/24/2025 | Etesian Wealth Advisors Inc. | 14,000 | $111K | 0.0% | N/A | 0.000% | |
4/23/2025 | Onyx Financial Advisors LLC | 12,595 | $100K | 0.1% | N/A | 0.000% | |
4/23/2025 | Spire Wealth Management | 68,396 | $544K | 0.0% | +2.2% | 0.000% | |
4/23/2025 | E&G Advisors LP | 91,850 | $730K | 0.2% | -1.9% | 0.000% | |
4/23/2025 | International Assets Investment Management LLC | 51,225 | $408K | 0.0% | -5.2% | 0.000% | |
4/22/2025 | Prairie Wealth Advisors Inc. | 30,201 | $242K | 0.1% | -10.6% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 481,711 | $3.83M | 0.0% | +7.9% | 0.000% | |
4/22/2025 | Ellis Investment Partners LLC | 13,175 | $105K | 0.0% | N/A | 0.000% | |
4/21/2025 | PSI Advisors LLC | 19,427 | $155K | 0.1% | +89.4% | 0.000% | |
4/21/2025 | Marino Stram & Associates LLC | 86,571 | $689K | 0.2% | +9.4% | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 252,300 | $2.01M | 0.1% | -19.6% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 541,845 | $4.31M | 0.0% | -16.0% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 147,817 | $1.18M | 0.0% | +153.6% | 0.000% | |
4/15/2025 | Fifth Third Bancorp | 31,252 | $249K | 0.0% | +27.2% | 0.000% | |
4/15/2025 | Parsons Capital Management Inc. RI | 13,695 | $109K | 0.0% | -21.2% | 0.000% | |
4/15/2025 | Kingstone Capital Partners Texas LLC | 18,598 | $148K | 0.1% | +10.1% | 0.000% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 84,322 | $671K | 0.0% | +2.1% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 12,397 | $98K | 0.0% | +367.8% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 351,818 | $2.80M | 0.1% | -4.0% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 26,220 | $209K | 0.0% | -20.8% | 0.000% | |
4/14/2025 | UMB Bank n.a. | 55,993 | $446K | 0.0% | N/A | 0.000% | |
4/10/2025 | Accel Wealth Management | 73,070 | $582K | 0.2% | -5.8% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 737,390 | $5.87M | 0.3% | -6.6% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 15,590 | $124K | 0.0% | N/A | 0.000% | |
4/9/2025 | NBC Securities Inc. | 8,240 | $65K | 0.0% | +102,900.0% | 0.000% | |
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4/8/2025 | Rothschild Investment LLC | 427,519 | $3.40M | 0.2% | -15.0% | 0.000% | |
4/4/2025 | Sage Capital Advisors llc | 46,063 | $367K | 0.1% | -9.0% | 0.000% | |
3/18/2025 | Thoma Capital Management LLC | 467,245 | $3.67M | 2.5% | N/A | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 58,285 | $458K | 0.0% | +143.9% | 0.000% | |
3/12/2025 | Northstar Financial Companies Inc. | 44,483 | $350K | 0.3% | N/A | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 67,050 | $527K | 0.0% | -21.2% | 0.000% | |
2/25/2025 | Shufro Rose & Co. LLC | 12,841 | $101K | 0.0% | -61.5% | 0.000% | |
2/24/2025 | Ameriflex Group Inc. | 11,459 | $91K | 0.0% | N/A | 0.000% | |
2/20/2025 | Kingstone Capital Partners Texas LLC | 16,888 | $133K | 0.1% | N/A | 0.000% | |
2/19/2025 | Parr Mcknight Wealth Management Group LLC | 37,846 | $297K | 0.0% | N/A | 0.000% | |