5/2/2025 | Independent Wealth Network Inc. | 103,487 | $1.33M | 0.5% | +6.4% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 12,377 | $159K | 0.0% | -45.5% | 0.000% | |
5/1/2025 | BHK Investment Advisors LLC | 31,000 | $398K | 0.2% | -11.4% | 0.000% | |
5/1/2025 | Pointe Capital Management LLC | 17,718 | $227K | 0.1% | -10.1% | 0.000% | |
5/1/2025 | CWM LLC | 3,307 | $42K | 0.0% | +39.3% | 0.000% | |
5/1/2025 | Northwest Capital Management Inc | 2,200 | $28K | 0.0% | N/A | 0.000% | |
4/30/2025 | Cerity Partners LLC | 22,323 | $286K | 0.0% | +4.1% | 0.000% | |
4/30/2025 | Moloney Securities Asset Management LLC | 88,519 | $1.14M | 0.2% | -1.6% | 0.000% | |
4/30/2025 | Wealth Advisory Solutions LLC | 155,151 | $1.99M | 0.5% | +17.0% | 0.000% | |
4/30/2025 | Axxcess Wealth Management LLC | 13,220 | $170K | 0.0% | -60.2% | 0.000% | |
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4/30/2025 | Stratos Wealth Advisors LLC | 40,968 | $526K | 0.0% | -4.6% | 0.000% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 195,310 | $2.51M | 0.5% | -9.1% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 61,441 | $788K | 0.0% | -8.7% | 0.000% | |
4/29/2025 | Pure Portfolios Holdings LLC | 31,515 | $404K | 0.1% | +4.1% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 13,738 | $176K | 0.0% | +15.5% | 0.000% | |
4/29/2025 | Calamos Advisors LLC | 41,627 | $534K | 0.0% | -28.8% | 0.000% | |
4/28/2025 | North Capital Inc. | 18,288 | $235K | 0.2% | N/A | 0.000% | |
4/28/2025 | Mutual Advisors LLC | 47,486 | $565K | 0.0% | +8.0% | 0.000% | |
4/25/2025 | Essex Financial Services Inc. | 65,975 | $846K | 0.1% | +4.4% | 0.000% | |
4/24/2025 | Tranquility Partners LLC | 16,117 | $207K | 0.1% | -10.8% | 0.000% | |
4/23/2025 | Atala Financial Inc | 35,336 | $453K | 0.3% | -6.3% | 0.000% | |
4/23/2025 | Post Resch Tallon Group Inc. | 72,788 | $938K | 1.0% | -5.3% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 223,153 | $2.86M | 0.0% | +5.8% | 0.000% | |
4/22/2025 | Flagship Harbor Advisors LLC | 235,622 | $3.02M | 0.2% | +3.2% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 255,786 | $3.28M | 0.0% | +11.8% | 0.000% | |
4/22/2025 | Guyasuta Investment Advisors Inc. | 22,200 | $285K | 0.0% | -63.5% | 0.000% | |
4/22/2025 | Stonegate Investment Group LLC | 11,919 | $153K | 0.0% | N/A | 0.000% | |
4/22/2025 | PFG Investments LLC | 149,592 | $1.92M | 0.1% | +14.2% | 0.000% | |
4/21/2025 | ORG Wealth Partners LLC | 99,426 | $1.29M | 0.4% | +37.4% | 0.000% | |
4/21/2025 | Johnson Investment Counsel Inc. | 39,878 | $512K | 0.0% | +26.1% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 108,900 | $1.40M | 0.0% | -6.3% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 37,822 | $485K | 0.0% | +81.9% | 0.000% | |
4/15/2025 | Sonora Investment Management Group LLC | 54,225 | $696K | 0.1% | +17.3% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 4,525 | $59K | 0.0% | +452,400.0% | 0.000% | |
4/11/2025 | Princeton Global Asset Management LLC | 22,850 | $293K | 0.1% | +33.6% | 0.000% | |
4/11/2025 | Magnus Financial Group LLC | 220,215 | $2.83M | 0.3% | +12.7% | 0.000% | |
4/10/2025 | Secure Asset Management LLC | 89,448 | $1.15M | 0.2% | -3.2% | 0.000% | |
4/9/2025 | RFG Advisory LLC | 170,150 | $2.18M | 0.1% | N/A | 0.000% | |
4/9/2025 | NBC Securities Inc. | 2,178 | $27K | 0.0% | +72,500.0% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 20,794 | $264K | 0.0% | +9.5% | 0.000% | |
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2/25/2025 | Leigh Baldwin & CO. LLC | 25,143 | $320K | 0.2% | N/A | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 113,839 | $1.45M | 0.0% | -11.8% | 0.000% | |
2/21/2025 | WNY Asset Management LLC | 513,512 | $6.53M | 0.8% | -5.1% | 0.000% | |
2/20/2025 | Griffith & Werner Inc. | 16,173 | $206K | 0.1% | N/A | 0.000% | |
2/18/2025 | Cornerstone Advisory LLC | 54,553 | $708K | 0.1% | -11.2% | 0.000% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 113,395 | $1.44M | 0.0% | N/A | 0.000% | |
2/17/2025 | Visionary Wealth Advisors | 261,354 | $3.32M | 0.2% | +19.4% | 0.000% | |
2/17/2025 | Saba Capital Management L.P. | 138,370 | $1.76M | 0.0% | -86.0% | 0.000% | |
2/17/2025 | Royal Bank of Canada | 1,998,653 | $25.40M | 0.0% | -14.9% | 0.000% | |
2/17/2025 | Quantedge Capital Pte Ltd | 84,694 | $1.08M | 0.4% | -77.1% | 0.000% | |
2/17/2025 | Pathstone Holdings LLC | 879,250 | $11.17M | 0.0% | -3.1% | 0.000% | |
2/17/2025 | McGowan Group Asset Management Inc. | 306,526 | $3.90M | 0.5% | -0.8% | 0.000% | |
2/17/2025 | Millennium Management LLC | 23,863 | $303K | 0.0% | -72.2% | 0.000% | |
2/17/2025 | Lazard Asset Management LLC | 97,435 | $1.24M | 0.0% | +29.4% | 0.000% | |
2/17/2025 | Leigh Baldwin & CO. LLC | 302,815 | $3.85M | 0.0% | N/A | 0.000% | |
2/17/2025 | Collar Capital Management LLC | 121,617 | $1.55M | 1.3% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 6,012,799 | $76.42M | 0.2% | -0.7% | 0.000% | |
2/17/2025 | Captrust Financial Advisors | 16,509 | $210K | 0.0% | +14.5% | 0.000% | |
2/17/2025 | Cary Street Partners Financial LLC | 15,725 | $200K | 0.0% | N/A | 0.000% | |
2/17/2025 | Chapman Financial Group LLC | 17,002 | $216K | 0.2% | N/A | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 46,734 | $594K | 0.0% | +4.1% | 0.000% | |
2/17/2025 | Beck Bode LLC | 22,085 | $281K | 0.1% | -27.2% | 0.000% | |
2/17/2025 | Beverly Hills Private Wealth LLC | 214,795 | $2.73M | 0.6% | -1.6% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 4,514,305 | $57.38M | 0.0% | +7.5% | 0.000% | |
2/14/2025 | Bison Wealth LLC | 10,161 | $129K | 0.0% | -68.9% | 0.000% | |
2/14/2025 | Comerica Bank | 99,239 | $1.26M | 0.0% | -17.8% | 0.000% | |
2/14/2025 | Lido Advisors LLC | 341,512 | $4.34M | 0.0% | +55.0% | 0.000% | |
2/14/2025 | Northern Trust Corp | 73,249 | $931K | 0.0% | +1.2% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 1,002,248 | $12.74M | 0.0% | +10.3% | 0.000% | |
2/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 60,838 | $773K | 0.0% | -10.3% | 0.000% | |
2/14/2025 | BI Asset Management Fondsmaeglerselskab A S | 90,724 | $1.15M | 0.0% | +2.6% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 46,838 | $595K | 0.0% | +49.3% | 0.000% | |
2/14/2025 | Commerce Bank | 45,962 | $584K | 0.0% | +1.8% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 496,704 | $6.31M | 0.1% | +0.8% | 0.000% | |
2/13/2025 | Walleye Capital LLC | 26,382 | $335K | 0.0% | -42.8% | 0.000% | |
2/13/2025 | Mariner LLC | 30,778 | $391K | 0.0% | -8.9% | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 32,000 | $407K | 0.0% | +100.0% | 0.000% | |
2/13/2025 | Garner Asset Management Corp | 295,665 | $3.76M | 1.7% | -4.3% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 112,146 | $1.43M | 0.0% | +5.1% | 0.000% | |
2/13/2025 | Concorde Asset Management LLC | 20,100 | $255K | 0.1% | +74.8% | 0.000% | |
2/13/2025 | Monetary Management Group Inc. | 52,040 | $661K | 0.2% | +2.0% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 2,653,340 | $33.72M | 0.0% | N/A | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 146,563 | $1.86M | 0.0% | -1.2% | 0.000% | |
2/13/2025 | Invesco Ltd. | 109,686 | $1.39M | 0.0% | +21.8% | 0.000% | |
2/13/2025 | Cerity Partners LLC | 21,442 | $273K | 0.0% | -62.4% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 67,294 | $855K | 0.0% | +8.2% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 83,967 | $1.07M | 0.0% | -5.6% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 2,619,843 | $33.30M | 0.0% | +42.0% | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 321,240 | $4.08M | 1.3% | +30.8% | 0.000% | |
2/12/2025 | Summit Financial LLC | 319,433 | $4.06M | 0.1% | N/A | 0.000% | |
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2/11/2025 | LPL Financial LLC | 300,789 | $3.82M | 0.0% | +6.2% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 1,846,979 | $23.48M | 0.4% | -3.5% | 0.000% | |
2/10/2025 | Thrivent Financial for Lutherans | 18,239 | $232K | 0.0% | N/A | 0.000% | |
2/10/2025 | Axxcess Wealth Management LLC | 33,220 | $422K | 0.0% | -12.5% | 0.000% | |
2/10/2025 | Edgemoor Investment Advisors Inc. | 145,559 | $1.85M | 0.2% | +0.8% | 0.000% | |
2/10/2025 | Atala Financial Inc | 37,701 | $479K | 0.3% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 67,386 | $856K | 0.0% | -2.6% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 444,114 | $5.65M | 0.0% | +2.3% | 0.000% | |
2/7/2025 | Moors & Cabot Inc. | 34,479 | $438K | 0.0% | -4.2% | 0.000% | |
2/7/2025 | Argentarii LLC | 31,674 | $403K | 0.2% | N/A | 0.000% | |