5/20/2025 | Focus Partners Wealth | 130,178 | $12.91M | 0.0% | -21.5% | 1.017% | |
5/16/2025 | Goldman Sachs Group Inc. | 4,422 | $438K | 0.0% | -58.8% | 0.035% | |
5/16/2025 | Jones Financial Companies Lllp | 14,118 | $1.40M | 0.0% | +254.3% | 0.110% | |
5/16/2025 | NewEdge Advisors LLC | 10,707 | $1.06M | 0.0% | -51.5% | 0.084% | |
5/16/2025 | Integrated Wealth Concepts LLC | 3,320 | $329K | 0.0% | -26.1% | 0.026% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 3,164 | $314K | 0.0% | +9.0% | 0.025% | |
5/15/2025 | Royal Bank of Canada | 49,462 | $4.91M | 0.0% | +1.7% | 0.386% | |
5/14/2025 | Ieq Capital LLC | 2,417 | $240K | 0.0% | N/A | 0.019% | |
5/14/2025 | Comerica Bank | 17,044 | $1.69M | 0.0% | +3.4% | 0.133% | |
5/14/2025 | Cadence Bank | 14,773 | $1.47M | 0.1% | -16.2% | 0.115% | |
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5/14/2025 | Northwestern Mutual Wealth Management Co. | 8,083 | $802K | 0.0% | +14.9% | 0.063% | |
5/14/2025 | Kestra Advisory Services LLC | 17,028 | $1.69M | 0.0% | +22.8% | 0.133% | |
5/14/2025 | Barnes Wealth Management Group Inc | 14,745 | $1.46M | 0.9% | +4.9% | 0.115% | |
5/14/2025 | JT Stratford LLC | 20,171 | $2M | 0.4% | +75.0% | 0.158% | |
5/13/2025 | Raymond James Financial Inc. | 94,155 | $9.34M | 0.0% | -16.7% | 0.736% | |
5/13/2025 | NFP Retirement Inc. | 46,975 | $4.66M | 0.4% | +1.2% | 0.367% | |
5/13/2025 | HighTower Advisors LLC | 22,885 | $2.27M | 0.0% | +4.4% | 0.179% | |
5/12/2025 | Linscomb Wealth Inc. | 352,105 | $34.92M | 1.7% | -2.1% | 2.751% | |
5/12/2025 | Cooper Financial Group | 3,717 | $369K | 0.0% | -48.9% | 0.029% | |
5/9/2025 | Blair William & Co. IL | 20,220 | $2.01M | 0.0% | +2.2% | 0.158% | |
5/8/2025 | Mullooly Asset Management Inc. | 3,197 | $317K | 0.0% | N/A | 0.025% | |
5/8/2025 | Commerce Bank | 25,445 | $2.52M | 0.0% | -4.3% | 0.199% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 10,676 | $1.06M | 0.0% | +104.3% | 0.083% | |
5/7/2025 | N.E.W. Advisory Services LLC | 432 | $43K | 0.0% | N/A | 0.003% | |
5/7/2025 | MB Levis & Associates LLC | 159,396 | $15.81M | 7.3% | +0.5% | 1.245% | |
5/7/2025 | Passive Capital Management LLC. | 5,762 | $571K | 0.2% | -4.9% | 0.045% | |
5/7/2025 | LPL Financial LLC | 437,671 | $43.40M | 0.0% | +12.7% | 3.419% | |
5/6/2025 | ShoreHaven Wealth Partners LLC | 17,356 | $1.72M | 0.8% | +1.8% | 0.136% | |
5/6/2025 | Cetera Investment Advisers | 373,316 | $37.02M | 0.1% | +6.4% | 2.917% | |
5/6/2025 | Tempus Wealth Planning LLC | 3,906 | $387K | 0.1% | N/A | 0.031% | |
5/6/2025 | Nelson Capital Management LLC | 4,945 | $490K | 0.1% | -6.3% | 0.039% | |
5/5/2025 | J.W. Cole Advisors Inc. | 9,843 | $976K | 0.0% | +22.7% | 0.077% | |
5/5/2025 | Kestra Private Wealth Services LLC | 2,408 | $239K | 0.0% | N/A | 0.019% | |
5/5/2025 | Private Advisor Group LLC | 39,062 | $3.87M | 0.0% | -3.5% | 0.305% | |
5/2/2025 | SBI Securities Co. Ltd. | 9,698 | $962K | 0.0% | +1.2% | 0.076% | |
5/2/2025 | Apollon Wealth Management LLC | 2,692 | $267K | 0.0% | -5.2% | 0.021% | |
5/1/2025 | CWM LLC | 854,291 | $84.71M | 0.3% | -2.8% | 6.674% | |
5/1/2025 | TruNorth Capital Management LLC | 800 | $79K | 0.0% | -25.4% | 0.006% | |
4/29/2025 | Envestnet Asset Management Inc. | 82,282 | $8.16M | 0.0% | -32.9% | 0.643% | |
4/29/2025 | Interactive Financial Advisors Inc. | 5,947 | $590K | 0.3% | -2.4% | 0.046% | |
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4/29/2025 | Bank of New York Mellon Corp | 10,990 | $1.09M | 0.0% | +205.4% | 0.086% | |
4/29/2025 | World Investment Advisors | 16,023 | $1.59M | 0.0% | -1.7% | 0.125% | |
4/29/2025 | Avantax Planning Partners Inc. | 23,980 | $2.38M | 0.1% | -1.1% | 0.187% | |
4/28/2025 | D.A. Davidson & CO. | 11,831 | $1.17M | 0.0% | +5.2% | 0.092% | |
4/28/2025 | Mutual Advisors LLC | 34,803 | $3.22M | 0.1% | -1.4% | 0.272% | |
4/28/2025 | Axis Wealth Partners LLC | 14,573 | $1.32M | 1.0% | -5.3% | 0.114% | |
4/28/2025 | Revisor Wealth Management LLC | 2,495 | $247K | 0.1% | N/A | 0.019% | |
4/25/2025 | Saxon Interests Inc. | 10,922 | $1.08M | 0.5% | N/A | 0.085% | |
4/25/2025 | Citizens National Bank Trust Department | 939 | $93K | 0.0% | N/A | 0.007% | |
4/24/2025 | TFC Financial Management Inc. | 4,630 | $459K | 0.1% | N/A | 0.037% | |
4/23/2025 | Western Wealth Management LLC | 3,990 | $396K | 0.0% | +6.9% | 0.032% | |
4/23/2025 | Win Advisors Inc. | 102,291 | $10.14M | 5.2% | N/A | 0.809% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 11,593 | $1.15M | 0.2% | -6.8% | 0.092% | |
4/22/2025 | Flagship Harbor Advisors LLC | 4,301 | $426K | 0.0% | +6.6% | 0.034% | |
4/22/2025 | Friday Financial | 2,754 | $271K | 0.2% | +10.4% | 0.022% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 47,775 | $4.74M | 0.0% | +64.9% | 0.378% | |
4/22/2025 | Evanson Asset Management LLC | 80,984 | $8.03M | 0.6% | -0.4% | 0.640% | |
4/21/2025 | Avior Wealth Management LLC | 4,948 | $491K | 0.0% | -2.8% | 0.039% | |
4/21/2025 | Cherry Tree Wealth Management LLC | 17,298 | $1.72M | 0.4% | -1.6% | 0.137% | |
4/21/2025 | Blue Trust Inc. | 652 | $65K | 0.0% | +62.2% | 0.005% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 11,576 | $1.15M | 0.0% | -40.4% | 0.092% | |
4/21/2025 | Community Bank N.A. | 14,466 | $1.43M | 0.2% | -4.8% | 0.114% | |
4/17/2025 | Precedent Wealth Partners LLC | 62,258 | $6.17M | 1.7% | +5.2% | 0.492% | |
4/17/2025 | Janney Montgomery Scott LLC | 28,848 | $2.86M | 0.0% | +31.9% | 0.228% | |
4/17/2025 | Good Life Advisors LLC | 49,142 | $4.87M | 0.3% | -0.9% | 0.388% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 12,056 | $1.20M | 0.0% | N/A | 0.095% | |
4/16/2025 | Opal Wealth Advisors LLC | 456 | $45K | 0.0% | N/A | 0.004% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 12,527 | $1.24M | 0.0% | +111.0% | 0.099% | |
4/14/2025 | Farther Finance Advisors LLC | 4,929 | $484K | 0.0% | N/A | 0.039% | |
4/14/2025 | Capital Investment Advisors LLC | 4,214 | $418K | 0.0% | N/A | 0.033% | |
4/14/2025 | Park Avenue Securities LLC | 3,971 | $394K | 0.0% | -16.4% | 0.031% | |
4/14/2025 | FFG Retirement Advisors LLC | 36,169 | $3.59M | 2.4% | -3.1% | 0.286% | |
4/11/2025 | Oxinas Partners Wealth Management LLC | 8,565 | $849K | 0.5% | -1.9% | 0.068% | |
4/10/2025 | Maltin Wealth Management Inc. | 4,250 | $421K | 0.2% | -2.8% | 0.034% | |
4/9/2025 | NBC Securities Inc. | 5,863 | $581K | 0.0% | +97,616.7% | 0.046% | |
4/8/2025 | LVM Capital Management Ltd. MI | 39,735 | $3.94M | 0.4% | -10.2% | 0.314% | |
4/7/2025 | GAMMA Investing LLC | 28,459 | $2.82M | 0.0% | +9,816.0% | 0.225% | |
3/24/2025 | Fulcrum Equity Management | 2,341 | $219K | 0.2% | N/A | 0.019% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,936 | $554K | 0.0% | N/A | 0.048% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 4,036 | $377K | 0.0% | -3.3% | 0.032% | |
2/25/2025 | Armis Advisers LLC | 7,407 | $692K | 0.1% | N/A | 0.059% | |
2/24/2025 | Great Valley Advisor Group Inc. | 51,825 | $4.84M | 0.1% | +24.2% | 0.411% | |
2/18/2025 | GTS Securities LLC | 9,557 | $892K | 0.0% | N/A | 0.076% | |
2/18/2025 | JT Stratford LLC | 11,529 | $1.08M | 0.2% | -1.7% | 0.092% | |
2/17/2025 | Waverly Advisors LLC | 10,459 | $976K | 0.0% | -1.5% | 0.083% | |
2/17/2025 | Vivaldi Capital Management LP | 2,649 | $257K | 0.0% | N/A | 0.021% | |
2/17/2025 | Focus Partners Wealth | 165,865 | $15.49M | 0.0% | +3.5% | 1.316% | |
2/17/2025 | Fiduciary Trust Co | 4,195 | $392K | 0.0% | +20.1% | 0.033% | |
2/17/2025 | CoreCap Advisors LLC | 905 | $84K | 0.0% | -16.0% | 0.007% | |
2/17/2025 | Cetera Investment Advisers | 350,927 | $32.76M | 0.1% | +0.1% | 2.785% | |
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2/17/2025 | Captrust Financial Advisors | 36,653 | $3.42M | 0.0% | -2.7% | 0.291% | |
2/17/2025 | Bank of America Corp DE | 346,391 | $32.34M | 0.0% | +1.3% | 2.749% | |
2/17/2025 | Ameriprise Financial Inc. | 78,441 | $7.32M | 0.0% | +5.4% | 0.623% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 3,378 | $315K | 0.0% | -37.8% | 0.027% | |
2/14/2025 | Jane Street Group LLC | 7,960 | $743K | 0.0% | -11.1% | 0.063% | |
2/14/2025 | Parvin Asset Management LLC | 938 | $88K | 0.1% | N/A | 0.007% | |
2/14/2025 | Northern Trust Corp | 14,807 | $1.38M | 0.0% | +10.9% | 0.118% | |
2/14/2025 | Integrated Wealth Concepts LLC | 4,491 | $419K | 0.0% | -4.3% | 0.036% | |
2/14/2025 | Coppell Advisory Solutions LLC | 18,442 | $1.71M | 0.2% | N/A | 0.146% | |
2/14/2025 | Susquehanna International Group LLP | 20,232 | $1.89M | 0.0% | +576.4% | 0.161% | |