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% | |
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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% | |
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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% | |
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% | |
2/18/2025 | Western Wealth Management LLC | 23,434 | $184K | 0.1% | -8.5% | 0.000% | |
2/18/2025 | Elequin Capital LP | 9,238 | $73K | 0.0% | N/A | 0.000% | |
2/17/2025 | Vivaldi Capital Management LP | 28,477 | $227K | 0.0% | N/A | 0.000% | |
2/17/2025 | Second Line Capital LLC | 11,948 | $94K | 0.0% | -29.3% | 0.000% | |
2/17/2025 | Millennium Management LLC | 14,007 | $110K | 0.0% | -88.6% | 0.000% | |
2/17/2025 | Logan Stone Capital LLC | 17,471 | $137K | 0.0% | N/A | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 239,134 | $1.88M | 0.1% | +2.2% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 452,375 | $3.56M | 0.0% | +7.1% | 0.000% | |
2/17/2025 | Bramshill Investments LLC | 82,441 | $648K | 0.1% | +1.7% | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 27,180 | $214K | 0.0% | +144.4% | 0.000% | |
2/17/2025 | Captrust Financial Advisors | 903,982 | $7.11M | 0.0% | +7.0% | 0.000% | |
2/17/2025 | Cary Street Partners Financial LLC | 103,559 | $814K | 0.0% | N/A | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 351,192 | $2.76M | 0.0% | -27.5% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 3,796,422 | $29.84M | 0.0% | +18.7% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 523,923 | $4.12M | 0.0% | -3.8% | 0.000% | |
2/17/2025 | Aptus Capital Advisors LLC | 11,948 | $94K | 0.0% | -29.3% | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 34,028 | $267K | 0.0% | -46.8% | 0.000% | |
2/14/2025 | Triumph Capital Management | 81,578 | $641K | 0.2% | +1.7% | 0.000% | |
2/14/2025 | Comerica Bank | 61,343 | $482K | 0.0% | -27.1% | 0.000% | |
2/14/2025 | Lido Advisors LLC | 401,233 | $3.15M | 0.0% | +1.1% | 0.000% | |
2/14/2025 | Beacon Pointe Advisors LLC | 11,859 | $93K | 0.0% | N/A | 0.000% | |
2/14/2025 | MGO One Seven LLC | 12,469 | $98K | 0.0% | -21.9% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 588,217 | $4.62M | 0.0% | +6.0% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 13,965 | $110K | 0.0% | -75.5% | 0.000% | |
2/14/2025 | Coastline Trust Co | 12,143 | $95K | 0.0% | +19.7% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 280,632 | $2.21M | 0.0% | +1.8% | 0.000% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 8,901 | $71K | 0.0% | -31.0% | 0.000% | |
2/13/2025 | MSH Capital Advisors LLC | 200,704 | $1.58M | 0.5% | N/A | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 256,971 | $2.02M | 0.0% | -1.9% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 1,286,715 | $10.11M | 0.1% | +26.7% | 0.000% | |
2/13/2025 | CreativeOne Wealth LLC | 14,834 | $117K | 0.0% | +33.4% | 0.000% | |
2/13/2025 | Mariner LLC | 87,577 | $688K | 0.0% | -15.3% | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 995,741 | $7.83M | 0.0% | -27.1% | 0.000% | |
2/13/2025 | SageView Advisory Group LLC | 14,147 | $111K | 0.0% | N/A | 0.000% | |
2/13/2025 | Carson Advisory Inc. | 47,433 | $373K | 0.3% | -14.7% | 0.000% | |
2/13/2025 | Bragg Financial Advisors Inc | 14,955 | $118K | 0.0% | N/A | 0.000% | |
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2/13/2025 | Rockefeller Capital Management L.P. | 40,218 | $316K | 0.0% | +44.4% | 0.000% | |
2/13/2025 | Concorde Asset Management LLC | 18,351 | $144K | 0.1% | -7.1% | 0.000% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 23,922 | $188K | 0.1% | +78.5% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 3,292,438 | $25.88M | 0.0% | N/A | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 125,336 | $985K | 0.0% | +148.2% | 0.000% | |
2/13/2025 | Invesco Ltd. | 2,914,139 | $22.91M | 0.0% | -9.3% | 0.000% | |
2/13/2025 | Cerity Partners LLC | 571,685 | $4.49M | 0.0% | +10.9% | 0.000% | |
2/13/2025 | Aristides Capital LLC | 53,250 | $419K | 0.1% | N/A | 0.000% | |
2/13/2025 | Titleist Asset Management LLC | 12,490 | $98K | 0.0% | -19.4% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 333,734 | $2.62M | 0.0% | -46.4% | 0.000% | |