5/2/2025 | Verdence Capital Advisors LLC | 11,168 | $352K | 0.0% | -84.0% | 0.012% | |
5/2/2025 | Cullen Frost Bankers Inc. | 2,786 | $88K | 0.0% | +29.3% | 0.003% | |
5/2/2025 | Prepared Retirement Institute LLC | 145,626 | $4.59M | 2.9% | N/A | 0.151% | |
5/2/2025 | Sigma Planning Corp | 11,982 | $377K | 0.0% | -15.3% | 0.012% | |
4/30/2025 | Silverlake Wealth Management LLC | 97,719 | $3.08M | 1.2% | +76.8% | 0.103% | |
4/30/2025 | Geneva Partners LLC | 33,707 | $1.06M | 0.5% | +93.8% | 0.035% | |
4/29/2025 | Envestnet Asset Management Inc. | 5,517,121 | $173.79M | 0.1% | +6.4% | 5.800% | |
4/28/2025 | Private Trust Co. NA | 2,860 | $90K | 0.0% | +777.3% | 0.003% | |
4/28/2025 | Clear Creek Financial Management LLC | 35,411 | $1.12M | 0.1% | N/A | 0.037% | |
4/25/2025 | Bay Capital Advisors LLC | 16,974 | $535K | 0.4% | +5.4% | 0.018% | |
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4/25/2025 | Sovran Advisors LLC | 10,095 | $301K | 0.0% | N/A | 0.011% | |
4/25/2025 | Salus Financial Advisors LLC | 8,226 | $259K | 0.2% | -95.7% | 0.009% | |
4/24/2025 | Golden State Wealth Management LLC | 2,929 | $92K | 0.0% | N/A | 0.003% | |
4/24/2025 | Sunbelt Securities Inc. | 7,240 | $228K | 0.0% | +21.3% | 0.008% | |
4/23/2025 | Golden State Wealth Management LLC | 5,858 | $185K | 0.0% | N/A | 0.006% | |
4/23/2025 | Valmark Advisers Inc. | 62,055 | $1.96M | 0.0% | +259.8% | 0.065% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 378,906 | $11.94M | 0.0% | +15.7% | 0.398% | |
4/21/2025 | Rolek Wealth Management LLC | 39,807 | $1.22M | 1.3% | N/A | 0.042% | |
4/17/2025 | Janney Montgomery Scott LLC | 14,905 | $470K | 0.0% | +17.4% | 0.016% | |
4/17/2025 | Sound Income Strategies LLC | 1,006 | $32K | 0.0% | N/A | 0.001% | |
4/16/2025 | Bensler LLC | 11,778 | $371K | 0.0% | -2.9% | 0.012% | |
4/15/2025 | Greenwood Capital Associates LLC | 42,845 | $1.35M | 0.2% | +195.6% | 0.045% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 7,666 | $241K | 0.0% | N/A | 0.008% | |
4/14/2025 | Regatta Capital Group LLC | 7,148 | $225K | 0.0% | N/A | 0.008% | |
4/14/2025 | Sentinel Pension Advisors LLC | 272,413 | $8.58M | 1.6% | +10.7% | 0.286% | |
4/11/2025 | ACT Wealth Management LLC | 10,654 | $336K | 0.2% | N/A | 0.011% | |
4/9/2025 | Merit Financial Group LLC | 13,298 | $419K | 0.0% | N/A | 0.014% | |
3/6/2025 | Wood Tarver Financial Group LLC | 5,707 | $201K | 0.1% | N/A | 0.007% | |
2/21/2025 | Perennial Advisors LLC | 12,675 | $448K | 0.1% | N/A | 0.016% | |
2/20/2025 | Ball & Co Wealth Management Inc. | 36,622 | $1.29M | 1.0% | N/A | 0.045% | |
2/17/2025 | Salus Financial Advisors LLC | 193,220 | $6.83M | 5.3% | N/A | 0.238% | |
2/17/2025 | Redwood Financial Network Corp | 11,484 | $406K | 0.3% | N/A | 0.014% | |
2/17/2025 | Cetera Investment Advisers | 176,004 | $6.22M | 0.0% | +124.8% | 0.217% | |
2/17/2025 | Captrust Financial Advisors | 10,029 | $355K | 0.0% | N/A | 0.012% | |
2/17/2025 | Citadel Advisors LLC | 77,042 | $2.72M | 0.0% | N/A | 0.095% | |
2/17/2025 | Ameriprise Financial Inc. | 6,801 | $240K | 0.0% | N/A | 0.008% | |
2/14/2025 | Jane Street Group LLC | 57,565 | $2.04M | 0.0% | N/A | 0.071% | |
2/14/2025 | Integrated Wealth Concepts LLC | 139,853 | $4.95M | 0.1% | +21.1% | 0.172% | |
2/14/2025 | MML Investors Services LLC | 4,780,044 | $169.02M | 0.6% | 0.0% | 5.885% | |
2/13/2025 | NewEdge Advisors LLC | 19,107 | $676K | 0.0% | +55.9% | 0.024% | |
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2/13/2025 | Regal Investment Advisors LLC | 9,969 | $353K | 0.0% | +13.8% | 0.012% | |
2/13/2025 | Mariner LLC | 27,797 | $983K | 0.0% | -1.7% | 0.034% | |
2/13/2025 | Advisors Capital Management LLC | 18,700 | $661K | 0.0% | N/A | 0.023% | |
2/13/2025 | Advisory Services Network LLC | 20,389 | $721K | 0.0% | N/A | 0.025% | |
2/13/2025 | Rollins Financial Advisors LLC | 79,659 | $2.82M | 0.4% | -4.3% | 0.098% | |
2/13/2025 | Envestnet Asset Management Inc. | 5,183,380 | $183.28M | 0.1% | +1.1% | 6.382% | |
2/13/2025 | Wells Fargo & Company MN | 5,575 | $197K | 0.0% | +288.8% | 0.007% | |
2/12/2025 | Thoroughbred Financial Services LLC | 6,110 | $216K | 0.0% | N/A | 0.008% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 5,600 | $198K | 0.0% | N/A | 0.007% | |
2/12/2025 | JPMorgan Chase & Co. | 424,872 | $15.02M | 0.0% | +4.4% | 0.523% | |
2/12/2025 | Bay Capital Advisors LLC | 16,108 | $570K | 0.5% | N/A | 0.020% | |
2/12/2025 | PKS Advisory Services LLC | 37,352 | $1.32M | 0.4% | N/A | 0.046% | |
2/11/2025 | LPL Financial LLC | 574,088 | $20.30M | 0.0% | +44.8% | 0.707% | |
2/10/2025 | Thrivent Financial for Lutherans | 562,185 | $19.71M | 0.0% | +0.5% | 0.692% | |
2/10/2025 | Flagship Wealth Advisors LLC | 45,926 | $1.62M | 1.0% | N/A | 0.057% | |
2/10/2025 | Harbour Investments Inc. | 28,599 | $1.01M | 0.0% | +65.8% | 0.035% | |
2/10/2025 | Commonwealth Equity Services LLC | 1,262,696 | $44.65M | 0.1% | +107.8% | 1.555% | |
2/10/2025 | Avantax Advisory Services Inc. | 75,447 | $2.67M | 0.0% | +97.6% | 0.093% | |
2/7/2025 | HighTower Advisors LLC | 19,525 | $690K | 0.0% | +13.6% | 0.024% | |
2/7/2025 | Investors Research Corp | 1,508 | $53K | 0.0% | -33.1% | 0.002% | |
2/7/2025 | Larson Financial Group LLC | 901 | $32K | 0.0% | +147.5% | 0.001% | |
2/6/2025 | Raymond James Financial Inc. | 376,264 | $13.31M | 0.0% | N/A | 0.463% | |
2/6/2025 | Verdence Capital Advisors LLC | 69,861 | $2.47M | 0.2% | +41.4% | 0.086% | |
2/6/2025 | Proficio Capital Partners LLC | 34,800 | $1.23M | 0.0% | +5.1% | 0.043% | |
2/6/2025 | Atria Investments Inc | 158,523 | $5.61M | 0.1% | +12.6% | 0.195% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 12,180 | $431K | 0.0% | +202.7% | 0.015% | |
2/5/2025 | US Bancorp DE | 3,905 | $138K | 0.0% | +38.3% | 0.005% | |
2/5/2025 | Proficio Capital Partners LLC | 1,230,528 | $43.51M | 0.0% | +3,617.6% | 1.515% | |
2/4/2025 | Keeler Thomas Management LLC | 6,305 | $223K | 0.1% | N/A | 0.008% | |
2/3/2025 | Private Advisor Group LLC | 126,417 | $4.47M | 0.0% | +791.9% | 0.156% | |
1/31/2025 | Kestra Investment Management LLC | 438,745 | $15.51M | 0.6% | -1.4% | 0.540% | |
1/31/2025 | Venturi Wealth Management LLC | 8,000 | $283K | 0.0% | N/A | 0.010% | |
1/31/2025 | Truist Financial Corp | 204,351 | $7.23M | 0.0% | -3.8% | 0.252% | |
1/31/2025 | Sanctuary Advisors LLC | 171,840 | $6.18M | 0.0% | +28.0% | 0.212% | |
1/31/2025 | J.W. Cole Advisors Inc. | 23,820 | $842K | 0.0% | +21.1% | 0.029% | |
1/30/2025 | Valmark Advisers Inc. | 17,247 | $610K | 0.0% | N/A | 0.021% | |
1/30/2025 | Principal Securities Inc. | 1,789 | $63K | 0.0% | +1,469.3% | 0.002% | |
1/30/2025 | Roman Butler Fullerton & Co. | 7,060 | $250K | 0.1% | -7.0% | 0.009% | |
1/29/2025 | Cornerstone Planning Group LLC | 1,082 | $38K | 0.0% | N/A | 0.001% | |
1/28/2025 | Kestra Private Wealth Services LLC | 19,596 | $693K | 0.0% | -72.8% | 0.024% | |
1/28/2025 | Spectrum Investment Advisors Inc. | 664,768 | $23.51M | 15.7% | +0.2% | 0.818% | |
1/28/2025 | Iron Horse Wealth Management LLC | 1,313 | $46K | 0.0% | N/A | 0.002% | |
1/27/2025 | Geneva Partners LLC | 17,391 | $615K | 0.2% | +63.0% | 0.021% | |
1/27/2025 | Silverlake Wealth Management LLC | 55,264 | $1.95M | 0.7% | +116.1% | 0.068% | |
1/27/2025 | Greenwood Capital Associates LLC | 14,496 | $513K | 0.1% | N/A | 0.018% | |
1/24/2025 | Financial Partners Group Inc | 58,429 | $2.07M | 0.3% | +7.1% | 0.072% | |
1/22/2025 | Bensler LLC | 12,127 | $429K | 0.1% | -9.9% | 0.015% | |
1/13/2025 | Sentinel Pension Advisors Inc. | 246,082 | $8.70M | 1.6% | +9.9% | 0.303% | |
12/26/2024 | JPMorgan Chase & Co. | 406,776 | $13.50M | 0.0% | +18.2% | 0.501% | |
11/25/2024 | Sanctuary Advisors LLC | 134,244 | $4.64M | 0.0% | N/A | 0.165% | |
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11/18/2024 | Sunbelt Securities Inc. | 5,963 | $198K | 0.0% | +20.3% | 0.007% | |
11/15/2024 | MML Investors Services LLC | 4,780,788 | $158.63M | 0.6% | +4.0% | 5.886% | |
11/15/2024 | EP Wealth Advisors LLC | 3,823 | $127K | 0.0% | -7.3% | 0.005% | |
11/15/2024 | Integrated Wealth Concepts LLC | 115,501 | $3.83M | 0.0% | N/A | 0.142% | |
11/15/2024 | HighTower Advisors LLC | 17,190 | $569K | 0.0% | +4.1% | 0.021% | |
11/15/2024 | Kestra Investment Management LLC | 444,752 | $14.76M | 0.6% | -2.8% | 0.548% | |
11/13/2024 | FMR LLC | 328,251 | $10.89M | 0.0% | +12.3% | 0.404% | |
11/12/2024 | Investors Research Corp | 2,253 | $75K | 0.0% | N/A | 0.003% | |
11/7/2024 | Thrivent Financial for Lutherans | 559,270 | $18.56M | 0.0% | +72.1% | 0.689% | |
11/6/2024 | Spectrum Investment Advisors Inc. | 663,748 | $22.02M | 15.1% | -0.4% | 0.817% | |