5/1/2025 | Corrado Advisors LLC | 40,944 | $1.02M | 0.7% | N/A | 0.281% | |
5/1/2025 | WESPAC Advisors LLC | 24,514 | $609K | 0.5% | +42.7% | 0.168% | |
4/30/2025 | Trek Financial LLC | 35,623 | $885K | 0.1% | +12.4% | 0.245% | |
4/30/2025 | Stratos Wealth Partners LTD. | 25,422 | $632K | 0.0% | N/A | 0.175% | |
4/30/2025 | Stratos Wealth Advisors LLC | 69,585 | $1.73M | 0.1% | -46.2% | 0.478% | |
4/30/2025 | Stratos Investment Management LLC | 66,631 | $1.66M | 0.1% | N/A | 0.458% | |
4/30/2025 | NTV Asset Management LLC | 18,650 | $463K | 0.1% | -17.7% | 0.128% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 13,120 | $326K | 0.0% | -15.3% | 0.090% | |
4/29/2025 | Envestnet Asset Management Inc. | 18,903 | $470K | 0.0% | +24.6% | 0.130% | |
4/25/2025 | Skylands Capital LLC | 47,700 | $1.19M | 0.2% | N/A | 0.299% | |
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4/23/2025 | Wealth Effects LLC | 18,650 | $463K | 0.2% | +3.6% | 0.117% | |
4/23/2025 | Golden State Wealth Management LLC | 1,000 | $25K | 0.0% | +100.0% | 0.006% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 57,473 | $1.43M | 0.0% | -24.0% | 0.360% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 25,086 | $618K | 0.1% | -2.2% | 0.157% | |
4/15/2025 | Davis Investment Partners LLC | 94,803 | $2.36M | 1.0% | -3.1% | 0.594% | |
4/14/2025 | One Plus One Wealth Management LLC | 11,181 | $278K | 0.2% | +12.0% | 0.070% | |
2/21/2025 | Vermillion Wealth Management Inc. | 1,204 | $30K | 0.0% | N/A | 0.008% | |
2/17/2025 | Cetera Investment Advisers | 18,794 | $463K | 0.0% | +10.8% | 0.119% | |
2/17/2025 | Baird Financial Group Inc. | 13,746 | $339K | 0.0% | -6.7% | 0.087% | |
2/17/2025 | Bank of America Corp DE | 301,123 | $7.42M | 0.0% | -10.2% | 1.906% | |
2/17/2025 | Ameriprise Financial Inc. | 681,089 | $16.78M | 0.0% | +1.9% | 4.311% | |
2/14/2025 | Stifel Financial Corp | 17,747 | $437K | 0.0% | N/A | 0.112% | |
2/14/2025 | Tower Research Capital LLC TRC | 8,914 | $220K | 0.0% | +68.2% | 0.056% | |
2/13/2025 | NewEdge Advisors LLC | 19,011 | $468K | 0.0% | +785.5% | 0.120% | |
2/13/2025 | Main Street Financial Solutions LLC | 21,829 | $538K | 0.1% | +21.8% | 0.138% | |
2/13/2025 | Integrity Wealth Advisors Inc. | 21,689 | $534K | 0.4% | N/A | 0.137% | |
2/13/2025 | Raymond James Financial Inc. | 1,232,894 | $30.37M | 0.0% | N/A | 7.803% | |
2/13/2025 | Trek Financial LLC | 31,682 | $780K | 0.1% | +49.1% | 0.201% | |
2/13/2025 | Envestnet Asset Management Inc. | 15,169 | $374K | 0.0% | -48.6% | 0.096% | |
2/13/2025 | Wells Fargo & Company MN | 1,042,311 | $25.67M | 0.0% | +270.8% | 6.597% | |
2/12/2025 | National Bank of Canada FI | 19,428 | $479K | 0.0% | +126.1% | 0.123% | |
2/11/2025 | LPL Financial LLC | 531,501 | $13.09M | 0.0% | -6.2% | 3.364% | |
2/10/2025 | Harbour Investments Inc. | 6,046 | $149K | 0.0% | -21.9% | 0.038% | |
2/10/2025 | Commonwealth Equity Services LLC | 57,566 | $1.42M | 0.0% | -18.1% | 0.364% | |
2/7/2025 | Moors & Cabot Inc. | 12,635 | $311K | 0.0% | +16.1% | 0.080% | |
2/7/2025 | Daiwa Securities Group Inc. | 10,100 | $249K | 0.0% | +21.7% | 0.064% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 25,661 | $632K | 0.1% | -21.7% | 0.162% | |
2/6/2025 | Raymond James Financial Inc. | 1,232,894 | $30.37M | 0.0% | N/A | 7.803% | |
2/6/2025 | Proficio Capital Partners LLC | 24,325 | $599K | 0.0% | N/A | 0.154% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 26,093 | $643K | 0.0% | +327.9% | 0.165% | |
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2/5/2025 | Proficio Capital Partners LLC | 599,125 | $14.76M | 0.0% | N/A | 3.792% | |
2/4/2025 | WESPAC Advisors LLC | 17,176 | $423K | 0.3% | N/A | 0.109% | |
2/4/2025 | JBR Co Financial Management Inc | 16,904 | $416K | 0.3% | +9.2% | 0.107% | |
2/3/2025 | Compass Capital Corp MA ADV | 14,612 | $360K | 0.1% | N/A | 0.092% | |
1/31/2025 | NTV Asset Management LLC | 22,650 | $558K | 0.1% | -11.7% | 0.143% | |
1/30/2025 | Allworth Financial LP | 4,263 | $113K | 0.0% | N/A | 0.027% | |
1/30/2025 | Principal Securities Inc. | 3,074 | $76K | 0.0% | -16.4% | 0.019% | |
1/30/2025 | Guardian Asset Advisors LLC | 15,674 | $386K | 0.2% | -5.4% | 0.099% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 11,090 | $270K | 0.0% | N/A | 0.070% | |
1/27/2025 | Stratos Wealth Advisors LLC | 129,359 | $3.19M | 0.2% | +2.2% | 0.819% | |
1/22/2025 | Wealth Effects LLC | 18,000 | $443K | 0.2% | +67.8% | 0.114% | |
1/21/2025 | Geneos Wealth Management Inc. | 13,970 | $344K | 0.0% | +746.7% | 0.088% | |
1/21/2025 | PCG Wealth Advisors LLC | 171,844 | $4.23M | 1.6% | +26.0% | 1.088% | |
1/17/2025 | Adirondack Trust Co. | 3,213 | $79K | 0.0% | N/A | 0.020% | |
1/13/2025 | Davis Investment Partners LLC | 97,803 | $2.54M | 1.1% | -0.6% | 0.619% | |
1/8/2025 | International Assets Investment Management LLC | 9,409 | $236K | 0.0% | N/A | 0.060% | |
12/26/2024 | JPMorgan Chase & Co. | 12,589 | $299K | 0.0% | N/A | 0.080% | |
11/15/2024 | National Bank of Canada FI | 8,591 | $204K | 0.0% | +910.7% | 0.054% | |
11/15/2024 | HighTower Advisors LLC | 19,619 | $467K | 0.0% | N/A | 0.124% | |
11/15/2024 | Beck Capital Management LLC | 9,597 | $228K | 0.1% | +11.3% | 0.061% | |
11/14/2024 | Rockefeller Capital Management L.P. | 33,212 | $789K | 0.0% | -2.2% | 0.210% | |
11/13/2024 | Daiwa Securities Group Inc. | 8,300 | $197K | 0.0% | +23.9% | 0.053% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 9,785 | $232K | 0.0% | +27.0% | 0.062% | |
11/12/2024 | Larson Financial Group LLC | 2,475 | $59K | 0.0% | +33.4% | 0.016% | |
11/12/2024 | MGB Wealth Management LLC | 72,290 | $1.72M | 0.6% | -6.9% | 0.458% | |
11/12/2024 | Great Valley Advisor Group Inc. | 8,722 | $207K | 0.0% | -8.7% | 0.055% | |
11/5/2024 | Harbour Investments Inc. | 7,746 | $184K | 0.0% | -11.0% | 0.049% | |
11/1/2024 | First Personal Financial Services | 1,068 | $25K | 0.0% | N/A | 0.007% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 32,761 | $778K | 0.1% | +3.9% | 0.207% | |
10/21/2024 | Wealth Effects LLC | 10,725 | $255K | 0.1% | N/A | 0.068% | |
10/18/2024 | Raymond James & Associates | 916,711 | $21.77M | 0.0% | +132.4% | 5.802% | |
10/18/2024 | Stratos Wealth Advisors LLC | 126,513 | $3.01M | 0.1% | +3.4% | 0.801% | |
10/16/2024 | PCG Wealth Advisors LLC | 136,350 | $3.24M | 1.2% | +1.1% | 0.863% | |
10/10/2024 | JBR Co Financial Management Inc | 15,479 | $368K | 0.2% | -12.5% | 0.098% | |
10/9/2024 | Guardian Asset Advisors LLC | 16,573 | $394K | 0.3% | -7.1% | 0.105% | |
10/7/2024 | Davis Investment Partners LLC | 98,435 | $2.41M | 1.0% | -5.4% | 0.623% | |
8/14/2024 | Marshall Wace LLP | 25,217 | $663K | 0.0% | N/A | 0.160% | |
8/14/2024 | Beck Capital Management LLC | 8,623 | $227K | 0.1% | N/A | 0.055% | |
8/12/2024 | Intrepid Financial Planning Group LLC | 13,264 | $349K | 0.1% | +14.8% | 0.084% | |
8/9/2024 | Pekin Hardy Strauss Inc. | 7,705 | $202K | 0.0% | N/A | 0.049% | |
8/9/2024 | Moors & Cabot Inc. | 10,750 | $283K | 0.0% | -3.8% | 0.068% | |
8/8/2024 | Main Street Financial Solutions LLC | 17,919 | $471K | 0.0% | -4.1% | 0.113% | |
8/7/2024 | Wedbush Securities Inc. | 18,137 | $477K | 0.0% | -30.9% | 0.115% | |
7/31/2024 | Commonwealth Equity Services LLC | 143,918 | $3.78M | 0.0% | +7.7% | 0.911% | |
7/30/2024 | International Assets Investment Management LLC | 1,879 | $49K | 0.0% | N/A | 0.012% | |
7/29/2024 | Kraft Davis & Associates LLC | 9,907 | $259K | 0.1% | -48.4% | 0.063% | |
7/26/2024 | Harbour Investments Inc. | 8,702 | $229K | 0.0% | -13.2% | 0.055% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 64,710 | $1.70M | 0.0% | +14.5% | 0.410% | |
7/25/2024 | Raymond James Trust N.A. | 18,320 | $481K | 0.0% | +27.9% | 0.116% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 31,531 | $829K | 0.1% | +26.3% | 0.200% | |
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7/19/2024 | Raymond James & Associates | 394,470 | $10.37M | 0.0% | -13.3% | 2.497% | |
7/19/2024 | Davis Investment Partners LLC | 104,056 | $2.79M | 1.1% | -7.9% | 0.659% | |
7/16/2024 | JBR Co Financial Management Inc | 17,692 | $465K | 0.3% | -14.1% | 0.112% | |
7/16/2024 | PCG Wealth Advisors LLC | 134,808 | $3.54M | 1.5% | +1.6% | 0.853% | |
7/15/2024 | Lionsbridge Wealth Management LLC | 31,678 | $832K | 0.7% | +85.9% | 0.200% | |
7/15/2024 | RFG Advisory LLC | 10,912 | $287K | 0.0% | N/A | 0.069% | |
5/24/2024 | Cetera Advisors LLC | 11,968 | $328K | 0.0% | +6.5% | 0.076% | |
5/16/2024 | Kraft Davis & Associates LLC | 19,198 | $522K | 0.2% | N/A | 0.122% | |
5/15/2024 | Gendell Jeffrey L | 222,039 | $6.09M | 0.2% | N/A | 1.405% | |
5/9/2024 | JBR Co Financial Management Inc | 20,597 | $565K | 0.5% | -17.8% | 0.130% | |