6/3/2025 | CBIZ Investment Advisory Services LLC | 2,473 | $41K | 0.0% | N/A | 0.003% | |
5/20/2025 | Anchor Investment Management LLC | 13,329 | $223K | 0.0% | -15.1% | 0.015% | |
5/16/2025 | Goldman Sachs Group Inc. | 51,427 | $862K | 0.0% | +297.3% | 0.058% | |
5/16/2025 | NewEdge Advisors LLC | 186,202 | $3.12M | 0.0% | -58.5% | 0.210% | |
5/16/2025 | Clark Capital Management Group Inc. | 128,156 | $2.15M | 0.0% | -51.1% | 0.145% | |
5/16/2025 | Advisors Asset Management Inc. | 34,326 | $575K | 0.0% | +9.7% | 0.039% | |
5/15/2025 | Flputnam Investment Management Co. | 76,686 | $1.29M | 0.0% | N/A | 0.087% | |
5/15/2025 | Royal Bank of Canada | 466,339 | $7.82M | 0.0% | +19.1% | 0.526% | |
5/15/2025 | OMERS ADMINISTRATION Corp | 131,800 | $2.22M | 0.0% | N/A | 0.149% | |
5/15/2025 | Beck Bode LLC | 19,195 | $322K | 0.1% | -16.2% | 0.022% | |
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5/14/2025 | Delta Investment Management LLC | 162,081 | $2.72M | 0.5% | +31.1% | 0.183% | |
5/14/2025 | Ieq Capital LLC | 19,267 | $323K | 0.0% | N/A | 0.022% | |
5/14/2025 | CreativeOne Wealth LLC | 142,938 | $2.40M | 0.1% | +4.5% | 0.161% | |
5/14/2025 | Samalin Investment Counsel LLC | 137,432 | $2.30M | 0.9% | -2.8% | 0.155% | |
5/14/2025 | Comerica Bank | 29,970 | $502K | 0.0% | -18.2% | 0.034% | |
5/14/2025 | Napa Wealth Management | 69,603 | $1.17M | 0.7% | -10.8% | 0.079% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 16,250 | $272K | 0.0% | +4.3% | 0.018% | |
5/14/2025 | Sax Wealth Advisors LLC | 78,179 | $1.31M | 0.1% | +24.5% | 0.088% | |
5/14/2025 | Kestra Advisory Services LLC | 471,298 | $7.90M | 0.0% | +790.2% | 0.532% | |
5/14/2025 | CW Advisors LLC | 38,692 | $648K | 0.0% | +66.7% | 0.044% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 468,794 | $7.86M | 0.1% | +12.1% | 0.529% | |
5/13/2025 | Raymond James Financial Inc. | 415,016 | $6.96M | 0.0% | +24.8% | 0.469% | |
5/13/2025 | Howard Wealth Management LLC | 78,898 | $1.32M | 0.7% | +10.3% | 0.089% | |
5/13/2025 | Measured Risk Portfolios Inc. | 138,676 | $2.32M | 2.5% | -4.0% | 0.157% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 4,210 | $71K | 0.1% | +343.2% | 0.005% | |
5/13/2025 | Anfield Capital Management LLC | 6,957 | $117K | 0.0% | +38.7% | 0.008% | |
5/13/2025 | HighTower Advisors LLC | 111,622 | $1.87M | 0.0% | +1.7% | 0.126% | |
5/12/2025 | Condor Capital Management | 814,425 | $13.65M | 1.3% | -19.1% | 0.919% | |
5/12/2025 | Cynosure Group LLC | 153,232 | $2.57M | 0.4% | +29.0% | 0.173% | |
5/12/2025 | Townsquare Capital LLC | 274,071 | $4.59M | 0.0% | +4.1% | 0.309% | |
5/12/2025 | Wambolt & Associates LLC | 33,235 | $549K | 0.2% | -4.6% | 0.038% | |
5/12/2025 | AlphaCore Capital LLC | 3,163 | $53K | 0.0% | N/A | 0.004% | |
5/12/2025 | Bard Associates Inc. | 45,475 | $762K | 0.3% | +6.3% | 0.051% | |
5/9/2025 | Atria Wealth Solutions Inc. | 92,730 | $1.55M | 0.0% | +7.4% | 0.105% | |
5/9/2025 | Cary Street Partners Financial LLC | 27,003 | $453K | 0.0% | -4.2% | 0.030% | |
5/9/2025 | Haven Private LLC | 598,790 | $10.04M | 5.7% | +12.4% | 0.676% | |
5/8/2025 | Moors & Cabot Inc. | 11,950 | $200K | 0.0% | N/A | 0.013% | |
5/8/2025 | Jefferies Financial Group Inc. | 17,369 | $291K | 0.0% | -9.1% | 0.020% | |
5/8/2025 | Pasadena Private Wealth LLC | 35,382 | $593K | 0.1% | N/A | 0.040% | |
5/8/2025 | Harbour Investments Inc. | 28,275 | $474K | 0.0% | -39.1% | 0.032% | |
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5/8/2025 | MGO One Seven LLC | 144,420 | $2.42M | 0.1% | +40.9% | 0.163% | |
5/8/2025 | Arkadios Wealth Advisors | 196,657 | $3.30M | 0.1% | +9.7% | 0.222% | |
5/8/2025 | Nan Fung Trinity HK Ltd. | 474,800 | $7.96M | 1.3% | +40.1% | 0.536% | |
5/7/2025 | Financial Management Network Inc. | 178,368 | $2.99M | 0.6% | +10.9% | 0.201% | |
5/7/2025 | Foundations Investment Advisors LLC | 346,776 | $5.81M | 0.1% | +1.8% | 0.391% | |
5/7/2025 | LPL Financial LLC | 2,797,822 | $46.89M | 0.0% | +13.1% | 3.159% | |
5/6/2025 | Cetera Investment Advisers | 108,427 | $1.82M | 0.0% | -12.3% | 0.122% | |
5/6/2025 | Avantax Advisory Services Inc. | 114,828 | $1.93M | 0.0% | +5.4% | 0.130% | |
5/6/2025 | Black Swift Group LLC | 112,140 | $1.88M | 0.4% | -60.6% | 0.127% | |
5/6/2025 | AE Wealth Management LLC | 3,557 | $60K | 0.0% | +81.9% | 0.004% | |
5/6/2025 | Wedbush Securities Inc. | 124,492 | $2.09M | 0.1% | +8.7% | 0.141% | |
5/6/2025 | Triumph Capital Management | 28,238 | $473K | 0.2% | +10.8% | 0.032% | |
5/6/2025 | Alpha Omega Group Inc. | 261,934 | $4.39M | 5.2% | +19.1% | 0.296% | |
5/6/2025 | Guidance Capital Inc. | 73,659 | $1.13M | 0.3% | -6.4% | 0.083% | |
5/5/2025 | Wealth Alliance LLC | 39,939 | $669K | 0.1% | -8.1% | 0.045% | |
5/5/2025 | J.W. Cole Advisors Inc. | 157,514 | $2.64M | 0.1% | +80.4% | 0.178% | |
5/5/2025 | IFP Advisors Inc | 5,113 | $86K | 0.0% | -18.1% | 0.006% | |
5/5/2025 | CBIZ Investment Advisory Services LLC | 2,473 | $41K | 0.0% | N/A | 0.003% | |
5/5/2025 | Kestra Private Wealth Services LLC | 70,015 | $1.17M | 0.0% | -2.2% | 0.079% | |
5/5/2025 | Private Advisor Group LLC | 74,878 | $1.26M | 0.0% | -11.8% | 0.085% | |
5/5/2025 | Hollencrest Capital Management | 5,885 | $99K | 0.0% | +94.2% | 0.007% | |
5/2/2025 | Graypoint LLC | 141,173 | $2.37M | 0.1% | +8.9% | 0.159% | |
5/2/2025 | Larson Financial Group LLC | 17,073 | $286K | 0.0% | +5.3% | 0.019% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 65,724 | $1.10M | 0.0% | N/A | 0.074% | |
5/1/2025 | Bleakley Financial Group LLC | 23,244 | $390K | 0.0% | +11.0% | 0.026% | |
5/1/2025 | Stephens Inc. AR | 28,475 | $477K | 0.0% | +7.6% | 0.032% | |
4/30/2025 | Cerity Partners LLC | 35,879 | $601K | 0.0% | +5.3% | 0.041% | |
4/30/2025 | CFO4Life Group LLC | 14,712 | $247K | 0.0% | N/A | 0.017% | |
4/30/2025 | Bridges Investment Management Inc. | 96,752 | $1.62M | 0.0% | +15.2% | 0.109% | |
4/30/2025 | Moloney Securities Asset Management LLC | 10,117 | $170K | 0.0% | N/A | 0.011% | |
4/30/2025 | Stratos Wealth Partners LTD. | 188,707 | $3.16M | 0.0% | -38.1% | 0.213% | |
4/30/2025 | Crossmark Global Holdings Inc. | 14,176 | $238K | 0.0% | N/A | 0.016% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 26,925 | $451K | 0.0% | N/A | 0.030% | |
4/29/2025 | Envestnet Asset Management Inc. | 286,993 | $4.81M | 0.0% | -20.2% | 0.324% | |
4/29/2025 | Concurrent Investment Advisors LLC | 15,857 | $266K | 0.0% | N/A | 0.018% | |
4/29/2025 | World Investment Advisors | 28,671 | $481K | 0.0% | +5.9% | 0.032% | |
4/29/2025 | Silver Oak Securities Incorporated | 18,315 | $309K | 0.0% | +8.0% | 0.021% | |
4/28/2025 | D.A. Davidson & CO. | 11,920 | $200K | 0.0% | N/A | 0.013% | |
4/25/2025 | Albion Financial Group UT | 46,941 | $787K | 0.1% | N/A | 0.053% | |
4/25/2025 | Shilanski & Associates Inc. | 200,009 | $3.35M | 1.0% | +1.1% | 0.226% | |
4/25/2025 | Naviter Wealth LLC | 59,738 | $1.01M | 0.1% | +95.3% | 0.067% | |
4/24/2025 | Beacon Financial Advisory LLC | 21,443 | $359K | 0.1% | +3.9% | 0.024% | |
4/23/2025 | Spire Wealth Management | 92,250 | $1.55M | 0.0% | +13.3% | 0.104% | |
4/23/2025 | Mission Hills Financial Advisory LLC | 865,597 | $14.51M | 10.1% | +7.5% | 0.977% | |
4/23/2025 | International Assets Investment Management LLC | 66,546 | $1.12M | 0.0% | +46.2% | 0.075% | |
4/23/2025 | Consolidated Portfolio Review Corp | 83,201 | $1.39M | 0.2% | -9.0% | 0.094% | |
4/23/2025 | Oppenheimer & Co. Inc. | 14,347 | $240K | 0.0% | -16.2% | 0.016% | |
4/22/2025 | TrueMark Investments LLC | 224,919 | $3.77M | 1.0% | +1,108.7% | 0.254% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 113,571 | $1.90M | 0.0% | +25.3% | 0.128% | |
4/22/2025 | First PREMIER Bank | 34,581 | $579K | 0.1% | +3.7% | 0.039% | |
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4/22/2025 | Register Financial Advisors LLC | 19,523 | $327K | 0.2% | +14.8% | 0.022% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 29,754 | $502K | 0.1% | -30.3% | 0.034% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 175,838 | $2.91M | 0.1% | +15.5% | 0.199% | |
4/17/2025 | Sowell Financial Services LLC | 45,552 | $763K | 0.0% | +11.6% | 0.051% | |
4/17/2025 | Janney Montgomery Scott LLC | 200,176 | $3.36M | 0.0% | -3.5% | 0.226% | |
4/17/2025 | Sound Income Strategies LLC | 5,428 | $91K | 0.0% | -16.9% | 0.006% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 22,308 | $374K | 0.0% | N/A | 0.025% | |
4/15/2025 | Attessa Capital LLC | 15,522 | $260K | 0.2% | -10.0% | 0.018% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 20,762 | $348K | 0.0% | +9.4% | 0.023% | |
4/14/2025 | Great Waters Wealth Management | 12,186 | $204K | 0.0% | N/A | 0.014% | |