5/20/2025 | Belpointe Asset Management LLC | 31,500 | $987K | 0.1% | +3.7% | 0.055% | |
5/16/2025 | Goldman Sachs Group Inc. | 2,544,393 | $79.74M | 0.0% | +12,968.9% | 4.470% | |
5/15/2025 | Royal Bank of Canada | 59,442 | $1.86M | 0.0% | +777.6% | 0.104% | |
5/14/2025 | CreativeOne Wealth LLC | 11,445 | $359K | 0.0% | -14.3% | 0.020% | |
5/14/2025 | Comerica Bank | 3,685 | $115K | 0.0% | +37.8% | 0.006% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,116,036 | $34.98M | 0.0% | +128.1% | 1.961% | |
5/14/2025 | Kestra Advisory Services LLC | 991,930 | $31.09M | 0.1% | +1,785.0% | 1.743% | |
5/14/2025 | Capital Analysts LLC | 1,886,630 | $59.13M | 2.2% | +225,034.8% | 3.315% | |
5/13/2025 | Raymond James Financial Inc. | 592,374 | $18.57M | 0.0% | +135.5% | 1.041% | |
5/13/2025 | Dynamic Financial Group | 8,833 | $277K | 0.3% | -5.6% | 0.016% | |
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5/13/2025 | HighTower Advisors LLC | 45,505 | $1.43M | 0.0% | +258.8% | 0.080% | |
5/12/2025 | Staley Capital Advisers Inc. | 129,275 | $4.05M | 0.2% | +464.0% | 0.227% | |
5/9/2025 | Atria Wealth Solutions Inc. | 115,088 | $3.61M | 0.0% | N/A | 0.202% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,120,684 | $35.12M | 0.0% | +21.6% | 1.969% | |
5/9/2025 | Smithfield Trust Co | 7,215 | $226K | 0.0% | +30.0% | 0.013% | |
5/8/2025 | IFG Advisory LLC | 6,467 | $203K | 0.0% | N/A | 0.011% | |
5/8/2025 | Harbour Investments Inc. | 4,615 | $145K | 0.0% | +64.1% | 0.008% | |
5/8/2025 | Marshall Investment Management LLC | 1,216 | $38K | 0.0% | N/A | 0.002% | |
5/7/2025 | LPL Financial LLC | 1,082,328 | $33.92M | 0.0% | +148.2% | 1.901% | |
5/7/2025 | First Heartland Consultants Inc. | 52,034 | $1.63M | 0.2% | +53.6% | 0.091% | |
5/6/2025 | Cetera Investment Advisers | 244,938 | $7.68M | 0.0% | -3.3% | 0.430% | |
5/6/2025 | Avantax Advisory Services Inc. | 34,986 | $1.10M | 0.0% | +35.8% | 0.061% | |
5/6/2025 | BG Investment Services Inc. | 44,570 | $1.40M | 1.5% | +66.0% | 0.078% | |
5/6/2025 | AE Wealth Management LLC | 836 | $26K | 0.0% | -27.6% | 0.001% | |
5/6/2025 | Proficio Capital Partners LLC | 77,045 | $2.42M | 0.2% | -41.1% | 0.135% | |
5/6/2025 | PFG Advisors | 69,679 | $2.18M | 0.1% | +44.0% | 0.122% | |
5/5/2025 | Private Advisor Group LLC | 78,554 | $2.46M | 0.0% | +52.4% | 0.138% | |
5/2/2025 | Sigma Planning Corp | 6,808 | $213K | 0.0% | -20.6% | 0.012% | |
4/30/2025 | Aspen Wealth Strategies LLC | 175,898 | $5.51M | 3.6% | N/A | 0.309% | |
4/30/2025 | Stratos Wealth Advisors LLC | 44,638 | $1.40M | 0.1% | N/A | 0.078% | |
4/30/2025 | Stratos Investment Management LLC | 234,037 | $7.34M | 0.4% | -24.2% | 0.411% | |
4/29/2025 | Envestnet Asset Management Inc. | 679,793 | $21.31M | 0.0% | +984.4% | 1.194% | |
4/29/2025 | Bank of New York Mellon Corp | 77,895 | $2.44M | 0.0% | N/A | 0.137% | |
4/29/2025 | OneDigital Investment Advisors LLC | 183,447 | $5.75M | 0.1% | +74.2% | 0.322% | |
4/28/2025 | D.A. Davidson & CO. | 81,381 | $2.55M | 0.0% | +17.6% | 0.143% | |
4/28/2025 | Private Trust Co. NA | 2,760 | $86K | 0.0% | N/A | 0.005% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 16,740 | $525K | 0.0% | +1,181.8% | 0.029% | |
4/22/2025 | JFS Wealth Advisors LLC | 2,800 | $88K | 0.0% | -27.1% | 0.005% | |
4/22/2025 | FMA Wealth Management LLC | 86,158 | $2.87M | 2.2% | -1.2% | 0.151% | |
4/22/2025 | Flagship Harbor Advisors LLC | 9,222 | $289K | 0.0% | N/A | 0.016% | |
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4/22/2025 | Cambridge Investment Research Advisors Inc. | 181,747 | $5.70M | 0.0% | +19.9% | 0.319% | |
4/21/2025 | LongView Wealth Management | 143,851 | $4.51M | 1.4% | +101.8% | 0.253% | |
4/18/2025 | Cornerstone Wealth Management LLC | 40,347 | $1.26M | 0.1% | N/A | 0.071% | |
4/18/2025 | Demars Financial Group LLC | 512,046 | $16.34M | 0.1% | -4.3% | 0.900% | |
4/17/2025 | Lynch & Associates IN | 41,268 | $1.29M | 0.3% | +137.9% | 0.073% | |
4/17/2025 | Janney Montgomery Scott LLC | 58,365 | $1.83M | 0.0% | +30.3% | 0.103% | |
4/16/2025 | IAG Wealth Partners LLC | 78,190 | $2.45M | 0.4% | +39,389.9% | 0.137% | |
4/16/2025 | Parkside Investments LLC | 438,346 | $13.74M | 2.0% | +6.8% | 0.770% | |
4/15/2025 | Noble Wealth Management PBC | 97,457 | $3.05M | 2.1% | +4.3% | 0.171% | |
4/15/2025 | InTrack Investment Management Inc | 7,104 | $223K | 0.2% | N/A | 0.012% | |
4/11/2025 | KFG Wealth Management LLC | 464,696 | $14.56M | 2.6% | +9.7% | 0.816% | |
4/10/2025 | Richard P Slaughter Associates Inc | 1,149,285 | $36.02M | 8.4% | N/A | 2.019% | |
4/7/2025 | AdvisorNet Financial Inc | 121,834 | $3.82M | 0.3% | +31.6% | 0.214% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,975 | $328K | 0.0% | N/A | 0.018% | |
2/24/2025 | Great Valley Advisor Group Inc. | 53,666 | $1.76M | 0.0% | N/A | 0.094% | |
2/18/2025 | Sunbelt Securities Inc. | 20,579 | $677K | 0.1% | -8.8% | 0.036% | |
2/18/2025 | First Heartland Consultants Inc. | 33,867 | $1.11M | 0.1% | N/A | 0.059% | |
2/17/2025 | Waverly Advisors LLC | 6,218 | $204K | 0.0% | N/A | 0.011% | |
2/17/2025 | Cetera Investment Advisers | 253,397 | $8.32M | 0.0% | -10.9% | 0.445% | |
2/14/2025 | Comerica Bank | 2,675 | $88K | 0.0% | N/A | 0.005% | |
2/14/2025 | Capital Analysts LLC | 838 | $28K | 0.0% | N/A | 0.001% | |
2/14/2025 | OneDigital Investment Advisors LLC | 105,334 | $3.46M | 0.0% | N/A | 0.185% | |
2/14/2025 | MML Investors Services LLC | 58,299 | $1.92M | 0.0% | +45.7% | 0.102% | |
2/13/2025 | Demars Financial Group LLC | 535,015 | $16.29M | 0.1% | +3,108.5% | 0.940% | |
2/13/2025 | Belpointe Asset Management LLC | 30,384 | $998K | 0.1% | N/A | 0.053% | |
2/13/2025 | Raymond James Financial Inc. | 251,538 | $8.26M | 0.0% | N/A | 0.442% | |
2/13/2025 | FMR LLC | 9,554,800 | $313.88M | 0.0% | +45.7% | 16.786% | |
2/13/2025 | Envestnet Asset Management Inc. | 62,687 | $2.06M | 0.0% | -10.6% | 0.110% | |
2/13/2025 | Wells Fargo & Company MN | 1,032 | $34K | 0.0% | -27.9% | 0.002% | |
2/12/2025 | Huntington National Bank | 4,803 | $158K | 0.0% | -40.8% | 0.008% | |
2/12/2025 | CIBC Private Wealth Group LLC | 4,485 | $149K | 0.0% | +94.2% | 0.008% | |
2/12/2025 | JPMorgan Chase & Co. | 321,923 | $10.58M | 0.0% | +53.6% | 0.566% | |
2/12/2025 | BG Investment Services Inc. | 26,849 | $882K | 0.9% | N/A | 0.047% | |
2/11/2025 | LPL Financial LLC | 435,996 | $14.32M | 0.0% | -2.1% | 0.766% | |
2/10/2025 | Harbour Investments Inc. | 2,812 | $92K | 0.0% | +34.3% | 0.005% | |
2/10/2025 | Commonwealth Equity Services LLC | 921,565 | $30.27M | 0.0% | +43.9% | 1.619% | |
2/10/2025 | Avantax Advisory Services Inc. | 25,764 | $846K | 0.0% | +7.2% | 0.045% | |
2/7/2025 | PFG Advisors | 48,385 | $1.59M | 0.1% | +45.5% | 0.085% | |
2/7/2025 | HighTower Advisors LLC | 12,682 | $417K | 0.0% | -44.3% | 0.022% | |
2/7/2025 | Staley Capital Advisers Inc. | 22,920 | $753K | 0.0% | N/A | 0.040% | |
2/7/2025 | PNC Financial Services Group Inc. | 6,723 | $221K | 0.0% | +169.6% | 0.012% | |
2/7/2025 | Evergreen Private Wealth LLC | 28,982 | $952K | 0.4% | +3.9% | 0.051% | |
2/6/2025 | Raymond James Financial Inc. | 251,538 | $8.26M | 0.0% | N/A | 0.442% | |
2/6/2025 | Proficio Capital Partners LLC | 130,785 | $4.30M | 0.1% | N/A | 0.230% | |
2/5/2025 | Noble Wealth Management PBC | 93,431 | $3.07M | 2.1% | N/A | 0.164% | |
2/5/2025 | Veridan Wealth LLC | 6,140 | $210K | 0.1% | N/A | 0.011% | |
2/5/2025 | Proficio Capital Partners LLC | 4,296,287 | $141.13M | 0.1% | N/A | 7.548% | |
2/3/2025 | Sigma Planning Corp | 8,571 | $282K | 0.0% | -12.5% | 0.015% | |
2/3/2025 | TBH Global Asset Management LLC | 31,563 | $1.10M | 0.3% | +12.3% | 0.055% | |
2/3/2025 | Private Advisor Group LLC | 51,544 | $1.69M | 0.0% | N/A | 0.091% | |
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2/3/2025 | Gimbal Financial | 47,687 | $1.57M | 1.3% | +6.5% | 0.084% | |
1/31/2025 | D.A. Davidson & CO. | 69,176 | $2.27M | 0.0% | +8.7% | 0.122% | |
1/31/2025 | Truist Financial Corp | 16,525 | $543K | 0.0% | +5.3% | 0.029% | |
1/30/2025 | Principal Securities Inc. | 13,517 | $444K | 0.0% | -79.4% | 0.024% | |
1/27/2025 | Geneva Partners LLC | 11,618 | $382K | 0.2% | N/A | 0.020% | |
1/27/2025 | Stratos Investment Management LLC | 308,853 | $10.15M | 0.6% | +28.9% | 0.543% | |
1/23/2025 | Fifth Third Securities Inc. | 40,276 | $1.32M | 0.1% | -2.8% | 0.071% | |
1/22/2025 | Parkside Investments LLC | 410,323 | $13.48M | 2.0% | +15.4% | 0.721% | |
1/21/2025 | KFG Wealth Management LLC | 423,550 | $13.91M | 2.6% | +29.1% | 0.744% | |
1/21/2025 | Geneos Wealth Management Inc. | 2,119 | $70K | 0.0% | N/A | 0.004% | |