5/2/2025 | Sigma Planning Corp | 19,191 | $1.08M | 0.0% | +28.6% | 0.079% | |
5/1/2025 | Fifth Third Securities Inc. | 16,788 | $944K | 0.1% | +2.5% | 0.069% | |
4/30/2025 | Axxcess Wealth Management LLC | 15,127 | $851K | 0.0% | -69.1% | 0.062% | |
4/30/2025 | Court Place Advisors LLC | 16,603 | $934K | 0.3% | +3.1% | 0.068% | |
4/30/2025 | Stratos Wealth Partners LTD. | 5,837 | $328K | 0.0% | -5.5% | 0.024% | |
4/30/2025 | Crossmark Global Holdings Inc. | 15,283 | $860K | 0.0% | N/A | 0.063% | |
4/29/2025 | Envestnet Asset Management Inc. | 109,649 | $6.17M | 0.0% | -3.0% | 0.449% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 2,025,192 | $113.94M | 1.5% | N/A | 8.300% | |
4/28/2025 | Rossby Financial LCC | 531 | $29K | 0.0% | N/A | 0.002% | |
4/25/2025 | Smith Salley Wealth Management | 58,531 | $3.29M | 0.2% | +0.8% | 0.240% | |
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4/25/2025 | Guerra Advisors Inc | 174,231 | $9.80M | 5.5% | -2.6% | 0.714% | |
4/25/2025 | Sovran Advisors LLC | 5,656 | $298K | 0.0% | +22.8% | 0.023% | |
4/24/2025 | Elevated Capital Advisors LLC | 5,919 | $333K | 0.1% | -12.6% | 0.024% | |
4/23/2025 | Live Oak Investment Partners | 14,443 | $813K | 0.6% | -7.9% | 0.059% | |
4/23/2025 | Southern Capital Advisors LLC | 77,905 | $4.38M | 2.4% | -2.3% | 0.319% | |
4/22/2025 | Yoder Wealth Management Inc. | 72,492 | $4.08M | 2.3% | +8.4% | 0.297% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 66,633 | $3.75M | 0.0% | -1.6% | 0.273% | |
4/22/2025 | Crumly & Associates Inc. | 111,477 | $6.27M | 1.7% | +212.6% | 0.457% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 8,067 | $454K | 0.0% | +22.4% | 0.033% | |
4/17/2025 | Lynch & Associates IN | 24,381 | $1.37M | 0.3% | +0.9% | 0.100% | |
4/17/2025 | Vicus Capital | 277,504 | $15.61M | 1.4% | N/A | 1.135% | |
4/17/2025 | Janney Montgomery Scott LLC | 57,994 | $3.26M | 0.0% | -10.1% | 0.237% | |
4/17/2025 | Pacific Sun Financial Corp | 19,009 | $1.07M | 0.6% | +7.1% | 0.078% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,489 | $534K | 0.0% | +4.1% | 0.039% | |
4/15/2025 | CX Institutional | 17,662 | $994K | 0.0% | -36.0% | 0.072% | |
4/15/2025 | Integrated Advisors Network LLC | 11,687 | $657K | 0.0% | +24.4% | 0.048% | |
4/14/2025 | Farther Finance Advisors LLC | 1,183 | $67K | 0.0% | -20.7% | 0.005% | |
4/14/2025 | Destiny Wealth Partners LLC | 186,346 | $10.48M | 1.7% | +4.2% | 0.762% | |
4/14/2025 | Charter Oak Capital Management LLC | 7,839 | $441K | 0.0% | -12.6% | 0.032% | |
4/10/2025 | Retirement Planning Group LLC | 3,580 | $201K | 0.0% | N/A | 0.015% | |
4/10/2025 | Maltin Wealth Management Inc. | 56,907 | $3.20M | 1.5% | +4.7% | 0.233% | |
4/9/2025 | American National Bank & Trust | 13,100 | $737K | 0.1% | +17.2% | 0.054% | |
4/9/2025 | Mechanics Bank Trust Department | 24,565 | $1.38M | 0.2% | -5.3% | 0.100% | |
4/8/2025 | Atlas Brown Inc. | 10,473 | $589K | 0.2% | -4.1% | 0.043% | |
4/7/2025 | GAMMA Investing LLC | 7,426 | $418K | 0.0% | +5,525.8% | 0.030% | |
3/24/2025 | Fulcrum Equity Management | 20,504 | $1.20M | 1.2% | N/A | 0.084% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,119 | $535K | 0.0% | +27.0% | 0.037% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 3,750 | $220K | 0.1% | N/A | 0.015% | |
2/25/2025 | Integrated Advisors Network LLC | 9,391 | $551K | 0.0% | -18.6% | 0.039% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 14,729 | $865K | 0.4% | -2.0% | 0.069% | |
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2/17/2025 | Snowden Capital Advisors LLC | 26,867 | $1.58M | 0.0% | +0.6% | 0.125% | |
2/17/2025 | Focus Partners Wealth | 12,814 | $761K | 0.0% | -3.2% | 0.060% | |
2/17/2025 | Full Sail Capital LLC | 250,856 | $14.73M | 0.9% | -3.2% | 1.167% | |
2/17/2025 | EPG Wealth Management LLC | 22,283 | $1.31M | 0.3% | -2.6% | 0.104% | |
2/17/2025 | Citadel Advisors LLC | 15,982 | $938K | 0.0% | -11.2% | 0.074% | |
2/17/2025 | Beaumont Capital Management LLC | 96,299 | $5.65M | 4.4% | +5.8% | 0.448% | |
2/17/2025 | Bank of America Corp DE | 54,318 | $3.19M | 0.0% | -4.7% | 0.253% | |
2/17/2025 | Ameriprise Financial Inc. | 4,325 | $254K | 0.0% | N/A | 0.020% | |
2/17/2025 | Acorn Financial Advisory Services Inc. ADV | 4,049 | $238K | 0.0% | N/A | 0.019% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 4,965 | $291K | 0.0% | -52.3% | 0.023% | |
2/14/2025 | Jane Street Group LLC | 22,876 | $1.34M | 0.0% | +7.7% | 0.106% | |
2/14/2025 | Lido Advisors LLC | 1,708,690 | $100.30M | 0.5% | +2.0% | 7.947% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 114,206 | $6.70M | 0.0% | -2.3% | 0.531% | |
2/14/2025 | Hsbc Holdings PLC | 7,439 | $437K | 0.0% | -85.9% | 0.035% | |
2/14/2025 | Stifel Financial Corp | 165,997 | $9.74M | 0.0% | -0.4% | 0.772% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,512 | $89K | 0.0% | +151,100.0% | 0.007% | |
2/13/2025 | Capital Square LLC | 4,720 | $291K | 0.2% | +18.3% | 0.022% | |
2/13/2025 | Main Street Financial Solutions LLC | 22,315 | $1.31M | 0.1% | -2.0% | 0.104% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 4,953 | $290K | 0.1% | N/A | 0.023% | |
2/13/2025 | Savvy Advisors Inc. | 4,701 | $276K | 0.0% | -9.7% | 0.022% | |
2/13/2025 | KDK Private Wealth Management LLC | 21,248 | $1.25M | 1.3% | N/A | 0.099% | |
2/13/2025 | Raymond James Financial Inc. | 49,364 | $2.90M | 0.0% | N/A | 0.230% | |
2/13/2025 | Advisory Services Network LLC | 87,555 | $5.14M | 0.1% | +3.2% | 0.407% | |
2/13/2025 | Envestnet Asset Management Inc. | 113,094 | $6.64M | 0.0% | -24.8% | 0.526% | |
2/13/2025 | Wells Fargo & Company MN | 290,147 | $17.03M | 0.0% | +38.4% | 1.350% | |
2/12/2025 | Atlas Capital Advisors Inc. | 61,425 | $3.61M | 0.5% | +37.5% | 0.286% | |
2/12/2025 | CIBC Private Wealth Group LLC | 549 | $33K | 0.0% | +757.8% | 0.003% | |
2/12/2025 | RWA Wealth Partners LLC | 3,484 | $205K | 0.0% | -14.9% | 0.016% | |
2/12/2025 | Brown Brothers Harriman & Co. | 2,431 | $143K | 0.0% | N/A | 0.011% | |
2/12/2025 | Orion Portfolio Solutions LLC | 46,395 | $2.72M | 0.0% | -3.0% | 0.216% | |
2/12/2025 | Moment Partners LLC | 3,737 | $219K | 0.0% | N/A | 0.017% | |
2/12/2025 | JPMorgan Chase & Co. | 7,950 | $467K | 0.0% | +2.1% | 0.037% | |
2/11/2025 | Congress Wealth Management LLC DE | 34,737 | $2.04M | 0.0% | +24.4% | 0.162% | |
2/11/2025 | LPL Financial LLC | 128,004 | $7.51M | 0.0% | +24.1% | 0.595% | |
2/11/2025 | Lee Danner & Bass Inc. | 877 | $51K | 0.0% | N/A | 0.004% | |
2/10/2025 | Thrivent Financial for Lutherans | 35,603 | $2.09M | 0.0% | -31.9% | 0.166% | |
2/10/2025 | Axxcess Wealth Management LLC | 48,973 | $2.88M | 0.1% | +16.2% | 0.228% | |
2/10/2025 | Harbour Investments Inc. | 1,681 | $99K | 0.0% | +43.7% | 0.008% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 4,149 | $244K | 0.0% | N/A | 0.019% | |
2/10/2025 | Commonwealth Equity Services LLC | 280,445 | $16.46M | 0.0% | -8.0% | 1.304% | |
2/10/2025 | Avantax Advisory Services Inc. | 5,885 | $345K | 0.0% | -2.8% | 0.027% | |
2/7/2025 | HighTower Advisors LLC | 173,955 | $10.21M | 0.0% | +0.9% | 0.809% | |
2/7/2025 | AGF Management Ltd. | 559,196 | $32.83M | 0.2% | -17.0% | 2.601% | |
2/7/2025 | Independent Advisor Alliance | 6,642 | $390K | 0.0% | N/A | 0.031% | |
2/7/2025 | Personal CFO Solutions LLC | 116,090 | $6.81M | 1.3% | +6.0% | 0.540% | |
2/7/2025 | Lifeworks Advisors LLC | 30,764 | $1.81M | 0.3% | +14.8% | 0.143% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 8,107 | $476K | 0.0% | N/A | 0.038% | |
2/6/2025 | Raymond James Financial Inc. | 49,364 | $2.90M | 0.0% | N/A | 0.230% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 4,609,045 | $270.55M | 0.0% | -2.3% | 21.437% | |
2/6/2025 | Meridian Wealth Management LLC | 12,034 | $706K | 0.0% | -18.0% | 0.056% | |
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2/6/2025 | Jones Financial Companies Lllp | 10,979 | $644K | 0.0% | +8.0% | 0.051% | |
2/5/2025 | Oppenheimer & Co. Inc. | 3,431 | $201K | 0.0% | N/A | 0.016% | |
2/4/2025 | Exchange Capital Management Inc. | 34,089 | $2.00M | 0.3% | -3.0% | 0.159% | |
2/4/2025 | IFP Advisors Inc | 699 | $41K | 0.0% | -22.6% | 0.003% | |
2/4/2025 | Colonial River Investments LLC | 29,793 | $1.75M | 0.8% | +5.4% | 0.139% | |
2/4/2025 | Birchcreek Wealth Management LLC | 17,938 | $1.05M | 0.7% | +15.5% | 0.083% | |
2/3/2025 | Sigma Planning Corp | 14,918 | $876K | 0.0% | +1.3% | 0.069% | |
2/3/2025 | Crumly & Associates Inc. | 35,660 | $2.09M | 0.6% | -11.4% | 0.166% | |
2/3/2025 | Legacy Capital Group California Inc. | 4,310 | $253K | 0.1% | N/A | 0.020% | |
2/3/2025 | Pacific Sun Financial Corp | 17,748 | $1.04M | 0.6% | +5.0% | 0.083% | |