5/16/2025 | HFM Investment Advisors LLC | 2,583 | $113K | 0.0% | N/A | 0.008% | |
5/16/2025 | Jones Financial Companies Lllp | 11,977 | $576K | 0.0% | +44.2% | 0.036% | |
5/16/2025 | NewEdge Advisors LLC | 19,038 | $835K | 0.0% | -11.1% | 0.057% | |
5/16/2025 | Integrated Wealth Concepts LLC | 7,135 | $313K | 0.0% | -33.6% | 0.021% | |
5/15/2025 | Weitzel Financial Services Inc. | 280,083 | $12.11M | 5.8% | +2.2% | 0.832% | |
5/14/2025 | Summit Financial LLC | 4,713 | $207K | 0.0% | N/A | 0.014% | |
5/12/2025 | SouthState Corp | 2,362 | $104K | 0.0% | N/A | 0.007% | |
5/7/2025 | BlueStem Wealth Partners LLC | 31,536 | $1.38M | 0.2% | -10.0% | 0.093% | |
4/30/2025 | Cornerstone Planning Group LLC | 4,427 | $190K | 0.0% | +13.6% | 0.013% | |
4/29/2025 | Elite Financial Inc. | 1,200 | $52K | 0.0% | N/A | 0.004% | |
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4/29/2025 | Columbia River Financial Group LLC | 3,381 | $148K | 0.1% | N/A | 0.010% | |
4/28/2025 | Rossby Financial LCC | 1,236 | $54K | 0.0% | N/A | 0.004% | |
4/22/2025 | RFP Financial Group LLC | 6,187 | $272K | 0.1% | +8.3% | 0.018% | |
4/21/2025 | Proathlete Wealth Management LLC | 3,620 | $159K | 0.1% | N/A | 0.011% | |
4/17/2025 | Janney Montgomery Scott LLC | 12,801 | $562K | 0.0% | -88.8% | 0.039% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,187 | $52K | 0.0% | +111.2% | 0.004% | |
4/9/2025 | NBC Securities Inc. | 950 | $41K | 0.0% | N/A | 0.003% | |
4/8/2025 | Global Financial Private Client LLC | 20,101 | $882K | 0.3% | +8.9% | 0.061% | |
4/7/2025 | AdvisorNet Financial Inc | 3,670 | $161K | 0.0% | +11.7% | 0.011% | |
2/22/2025 | American Trust | 165,906 | $7.21M | 0.5% | N/A | 0.511% | |
2/21/2025 | Gould Capital LLC | 1,670 | $73K | 0.1% | +21.9% | 0.005% | |
2/18/2025 | GTS Securities LLC | 7,728 | $336K | 0.0% | -12.5% | 0.024% | |
2/18/2025 | McIlrath & Eck LLC | 1,759 | $76K | 0.0% | -60.1% | 0.005% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 4,809 | $209K | 0.0% | -32.2% | 0.015% | |
2/17/2025 | Waverly Advisors LLC | 73,281 | $3.18M | 0.0% | +4.6% | 0.226% | |
2/17/2025 | Weitzel Financial Services Inc. | 274,150 | $11.93M | 5.6% | +1.5% | 0.845% | |
2/17/2025 | Sentinus LLC | 17,075 | $742K | 0.2% | -41.2% | 0.053% | |
2/17/2025 | Royal Bank of Canada | 318,442 | $13.83M | 0.0% | +9.5% | 0.981% | |
2/17/2025 | NorthRock Partners LLC | 7,025 | $305K | 0.0% | N/A | 0.022% | |
2/17/2025 | Focus Partners Wealth | 33,321 | $1.45M | 0.0% | N/A | 0.103% | |
2/17/2025 | CoreCap Advisors LLC | 3,755 | $163K | 0.0% | +21.0% | 0.012% | |
2/17/2025 | Cetera Investment Advisers | 93,929 | $4.08M | 0.0% | -1.0% | 0.289% | |
2/17/2025 | Captrust Financial Advisors | 10,318 | $448K | 0.0% | +81.9% | 0.032% | |
2/17/2025 | Bank of America Corp DE | 187,702 | $8.15M | 0.0% | +0.5% | 0.578% | |
2/17/2025 | Ameriprise Financial Inc. | 402,658 | $17.49M | 0.0% | +57.3% | 1.241% | |
2/17/2025 | AlTi Global Inc. | 71,133 | $3.09M | 0.1% | -11.8% | 0.219% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 6,172 | $268K | 0.0% | +8.0% | 0.019% | |
2/14/2025 | Comerica Bank | 5,148 | $224K | 0.0% | +241.6% | 0.016% | |
2/14/2025 | Bellwether Advisors LLC | 725 | $31K | 0.0% | N/A | 0.002% | |
2/14/2025 | Prosperity Consulting Group LLC | 19,872 | $863K | 0.1% | -2.4% | 0.061% | |
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2/14/2025 | Eight 31 Financial LLC | 115,214 | $5.01M | 3.8% | -0.5% | 0.355% | |
2/14/2025 | Integrated Wealth Concepts LLC | 10,749 | $467K | 0.0% | +9.7% | 0.033% | |
2/14/2025 | IHT Wealth Management LLC | 8,639 | $375K | 0.0% | -42.9% | 0.027% | |
2/14/2025 | Stifel Financial Corp | 31,194 | $1.36M | 0.0% | +215.4% | 0.096% | |
2/14/2025 | Transce3nd LLC | 1,261 | $55K | 0.0% | N/A | 0.004% | |
2/14/2025 | GeoWealth Management LLC | 33,306 | $1.45M | 0.0% | +18.6% | 0.103% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 29,522 | $1.30M | 0.1% | +7.2% | 0.091% | |
2/14/2025 | Adams Wealth Management | 5,135 | $223K | 0.0% | +10.2% | 0.016% | |
2/13/2025 | Zacks Investment Management | 7,435 | $323K | 0.0% | N/A | 0.023% | |
2/13/2025 | NewEdge Advisors LLC | 21,415 | $930K | 0.0% | -6.8% | 0.066% | |
2/13/2025 | Insigneo Advisory Services LLC | 28,006 | $1.22M | 0.1% | +3.7% | 0.086% | |
2/13/2025 | United Capital Financial Advisors LLC | 9,451 | $411K | 0.0% | +12.3% | 0.029% | |
2/13/2025 | CacheTech Inc. | 5,135 | $223K | 0.0% | +10.2% | 0.016% | |
2/13/2025 | Sagespring Wealth Partners LLC | 7,063 | $307K | 0.0% | N/A | 0.022% | |
2/13/2025 | Scotia Capital Inc. | 5,484 | $238K | 0.0% | N/A | 0.017% | |
2/13/2025 | TRUE Private Wealth Advisors | 58,337 | $2.53M | 0.3% | +37.3% | 0.180% | |
2/13/2025 | Raymond James Financial Inc. | 735,114 | $31.93M | 0.0% | N/A | 2.265% | |
2/13/2025 | Advisory Services Network LLC | 12,733 | $553K | 0.0% | +63.6% | 0.039% | |
2/13/2025 | Renaissance Technologies LLC | 8,300 | $361K | 0.0% | -62.9% | 0.026% | |
2/13/2025 | Bank of Montreal Can | 7,214 | $313K | 0.0% | +8.7% | 0.022% | |
2/13/2025 | Envestnet Asset Management Inc. | 41,854 | $1.82M | 0.0% | +0.9% | 0.129% | |
2/13/2025 | Wells Fargo & Company MN | 969,069 | $42.10M | 0.0% | +317.6% | 2.986% | |
2/12/2025 | World Investment Advisors | 15,238 | $662K | 0.0% | +21.4% | 0.047% | |
2/12/2025 | Nicolet Advisory Services LLC | 8,372 | $359K | 0.0% | -3.5% | 0.026% | |
2/12/2025 | National Bank of Canada FI | 14,993 | $651K | 0.0% | +51.7% | 0.046% | |
2/12/2025 | Life Planning Partners Inc | 31,277 | $1.36M | 0.2% | N/A | 0.096% | |
2/12/2025 | Tucker Asset Management LLC | 2,040 | $89K | 0.0% | N/A | 0.006% | |
2/12/2025 | Orion Portfolio Solutions LLC | 10,630 | $462K | 0.0% | N/A | 0.033% | |
2/12/2025 | JPMorgan Chase & Co. | 18,011 | $782K | 0.0% | -46.2% | 0.056% | |
2/12/2025 | Ausdal Financial Partners Inc. | 14,164 | $615K | 0.1% | -1.7% | 0.044% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 4,610 | $200K | 0.0% | -5.5% | 0.014% | |
2/11/2025 | Syverson Strege & Co | 6,893 | $299K | 0.1% | -12.1% | 0.021% | |
2/11/2025 | LPL Financial LLC | 949,981 | $41.27M | 0.0% | +1.2% | 2.928% | |
2/11/2025 | Mosley Wealth Management | 11,457 | $505K | 0.3% | -6.3% | 0.035% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 902 | $39K | 0.0% | N/A | 0.003% | |
2/11/2025 | HUB Investment Partners LLC | 254,693 | $11.06M | 0.5% | +9.6% | 0.785% | |
2/10/2025 | Taylor Financial Group Inc. | 54,452 | $2.37M | 1.6% | +6.3% | 0.168% | |
2/10/2025 | Axxcess Wealth Management LLC | 55,802 | $2.42M | 0.1% | +647.6% | 0.172% | |
2/10/2025 | GWN Securities Inc. | 8,533 | $371K | 0.1% | N/A | 0.026% | |
2/10/2025 | Gallacher Capital Management LLC | 25,110 | $1.09M | 0.5% | +23.1% | 0.077% | |
2/10/2025 | Harbour Investments Inc. | 26,793 | $1.16M | 0.0% | -3.9% | 0.083% | |
2/10/2025 | Commonwealth Equity Services LLC | 145,594 | $6.33M | 0.0% | -1.5% | 0.449% | |
2/10/2025 | Avantax Advisory Services Inc. | 21,572 | $937K | 0.0% | -1.2% | 0.066% | |
2/10/2025 | Farther Finance Advisors LLC | 1,172 | $51K | 0.0% | +551.1% | 0.004% | |
2/7/2025 | HighTower Advisors LLC | 18,570 | $807K | 0.0% | -8.3% | 0.057% | |
2/7/2025 | Founders Financial Alliance LLC | 1,961 | $85K | 0.0% | -34.5% | 0.006% | |
2/7/2025 | Independent Advisor Alliance | 5,911 | $257K | 0.0% | N/A | 0.018% | |
2/7/2025 | Mesirow Financial Investment Management Inc. | 14,220 | $618K | 0.0% | +1.8% | 0.044% | |
2/6/2025 | Raymond James Financial Inc. | 735,114 | $31.93M | 0.0% | N/A | 2.265% | |
2/6/2025 | Atria Investments Inc | 9,513 | $413K | 0.0% | +95.7% | 0.029% | |
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2/6/2025 | Assetmark Inc. | 765 | $33K | 0.0% | +118.6% | 0.002% | |
2/6/2025 | NewSquare Capital LLC | 2,880 | $125K | 0.0% | N/A | 0.009% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 18,081 | $785K | 0.0% | +51.1% | 0.056% | |
2/6/2025 | Jones Financial Companies Lllp | 8,307 | $361K | 0.0% | +10.3% | 0.026% | |
2/5/2025 | SRS Capital Advisors Inc. | 8,002 | $348K | 0.0% | +8.9% | 0.025% | |
2/5/2025 | BlueStem Wealth Partners LLC | 35,029 | $1.52M | 0.2% | N/A | 0.108% | |
2/5/2025 | Consilium Wealth Advisory LLC | 98,104 | $4.26M | 2.0% | +1.5% | 0.302% | |
2/5/2025 | Oppenheimer Asset Management Inc. | 21,668 | $941K | 0.0% | N/A | 0.067% | |
2/5/2025 | MKD Wealth Coaches LLC | 7,925 | $344K | 0.3% | N/A | 0.024% | |
2/5/2025 | Armstrong Fleming & Moore Inc | 13,961 | $606K | 0.4% | +1.8% | 0.043% | |