5/21/2025 | Geneos Wealth Management Inc. | 8,443 | $541K | 0.0% | -7.0% | 0.028% | |
5/20/2025 | Belpointe Asset Management LLC | 68,102 | $4.36M | 0.2% | -17.1% | 0.224% | |
5/20/2025 | Focus Partners Wealth | 22,906 | $1.47M | 0.0% | +6.6% | 0.075% | |
5/19/2025 | Jane Street Group LLC | 24,678 | $1.58M | 0.0% | -30.5% | 0.082% | |
5/16/2025 | Prostatis Group LLC | 61,739 | $3.96M | 1.2% | -10.3% | 0.204% | |
5/16/2025 | Coppell Advisory Solutions LLC | 89,790 | $5.68M | 0.4% | +435.0% | 0.297% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 27,998 | $1.79M | 0.0% | +8.3% | 0.093% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 13,168 | $844K | 0.0% | N/A | 0.044% | |
5/16/2025 | Jones Financial Companies Lllp | 500 | $30K | 0.0% | +1,462.5% | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 7,337 | $470K | 0.0% | +32.6% | 0.024% | |
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5/16/2025 | Integrated Wealth Concepts LLC | 72,368 | $4.64M | 0.1% | +151.5% | 0.239% | |
5/16/2025 | Concorde Asset Management LLC | 7,482 | $469K | 0.3% | +10.2% | 0.025% | |
5/15/2025 | Royal Bank of Canada | 1,970,369 | $126.26M | 0.0% | +11.1% | 6.514% | |
5/15/2025 | Centric Wealth Management | 134,993 | $8.65M | 2.3% | +3.1% | 0.446% | |
5/15/2025 | Baird Financial Group Inc. | 43,225 | $2.77M | 0.0% | -0.9% | 0.143% | |
5/14/2025 | CreativeOne Wealth LLC | 59,933 | $3.84M | 0.1% | +24.2% | 0.198% | |
5/14/2025 | Comerica Bank | 129,947 | $8.33M | 0.0% | +158.5% | 0.430% | |
5/14/2025 | Kestra Advisory Services LLC | 40,630 | $2.60M | 0.0% | +5.0% | 0.134% | |
5/14/2025 | Compound Planning Inc. | 166,179 | $10.65M | 0.5% | +8.5% | 0.549% | |
5/14/2025 | Ameriprise Financial Inc. | 2,186,306 | $140.12M | 0.0% | +31.5% | 7.227% | |
5/14/2025 | TFB Advisors LLC | 5,620 | $360K | 0.1% | +53.1% | 0.019% | |
5/14/2025 | Capital Analysts LLC | 5,021 | $322K | 0.0% | +13.2% | 0.017% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 84,112 | $5.39M | 0.0% | +19.1% | 0.278% | |
5/13/2025 | Raymond James Financial Inc. | 463,824 | $29.72M | 0.0% | +82.0% | 1.533% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 16,621 | $1.07M | 0.1% | -2.8% | 0.055% | |
5/13/2025 | HighTower Advisors LLC | 203,472 | $13.04M | 0.0% | -0.3% | 0.673% | |
5/12/2025 | Maia Wealth LLC | 21,080 | $1.32M | 0.3% | +204.9% | 0.070% | |
5/12/2025 | SouthState Corp | 1,284 | $82K | 0.0% | +2,040.0% | 0.004% | |
5/12/2025 | Cooper Financial Group | 18,429 | $1.18M | 0.2% | +14.9% | 0.061% | |
5/12/2025 | Benjamin Edwards Inc. | 38,141 | $2.44M | 0.0% | +32.1% | 0.126% | |
5/12/2025 | Lcnb Corp | 49,485 | $3.17M | 1.2% | +13.8% | 0.164% | |
5/12/2025 | National Bank of Canada FI | 1,305 | $83K | 0.0% | +100.8% | 0.004% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 23,717 | $1.52M | 0.4% | +1.2% | 0.078% | |
5/12/2025 | WealthPLAN Partners LLC | 167,093 | $10.71M | 1.5% | +0.5% | 0.552% | |
5/12/2025 | WealthPlan Investment Management LLC | 146,626 | $9.40M | 0.9% | -1.0% | 0.485% | |
5/12/2025 | Beacon Harbor Wealth Advisors Inc. | 133,699 | $8.57M | 2.0% | +0.9% | 0.442% | |
5/9/2025 | Atria Wealth Solutions Inc. | 40,053 | $2.57M | 0.0% | +131.1% | 0.132% | |
5/9/2025 | Plan Group Financial LLC | 3,472 | $222K | 0.1% | N/A | 0.011% | |
5/8/2025 | Moors & Cabot Inc. | 5,384 | $345K | 0.0% | -11.1% | 0.018% | |
5/8/2025 | Harbour Investments Inc. | 77,017 | $4.94M | 0.1% | +65.0% | 0.255% | |
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5/8/2025 | FOCUS Wealth Advisors LLC | 91,135 | $5.84M | 3.2% | -2.2% | 0.301% | |
5/7/2025 | Viawealth LLC | 78,818 | $5.05M | 3.1% | +13.1% | 0.261% | |
5/7/2025 | LPL Financial LLC | 2,260,242 | $144.84M | 0.1% | +18.5% | 7.472% | |
5/7/2025 | First Heartland Consultants Inc. | 9,097 | $583K | 0.1% | N/A | 0.030% | |
5/6/2025 | Assetmark Inc. | 71,892 | $4.61M | 0.0% | +32.3% | 0.238% | |
5/6/2025 | Cetera Investment Advisers | 586,842 | $37.61M | 0.1% | +8.4% | 1.940% | |
5/6/2025 | Avantax Advisory Services Inc. | 73,101 | $4.68M | 0.0% | +17.7% | 0.242% | |
5/6/2025 | Brookwood Investment Group LLC | 11,301 | $724K | 0.1% | N/A | 0.037% | |
5/6/2025 | Advisor OS LLC | 4,474 | $287K | 0.0% | N/A | 0.015% | |
5/6/2025 | AE Wealth Management LLC | 16,971 | $1.09M | 0.0% | -41.8% | 0.056% | |
5/6/2025 | Wedbush Securities Inc. | 9,374 | $601K | 0.0% | +96.1% | 0.031% | |
5/6/2025 | Quadrant Private Wealth Management LLC | 4,043 | $259K | 0.1% | -14.6% | 0.013% | |
5/6/2025 | PFG Advisors | 14,854 | $952K | 0.1% | -3.6% | 0.049% | |
5/5/2025 | IFP Advisors Inc | 23,997 | $1.54M | 0.0% | -0.9% | 0.079% | |
5/5/2025 | Kestra Private Wealth Services LLC | 27,346 | $1.75M | 0.0% | +13.2% | 0.090% | |
5/5/2025 | Private Advisor Group LLC | 151,211 | $9.69M | 0.1% | -47.0% | 0.500% | |
5/2/2025 | Acas LLC | 50,792 | $3.24M | 2.5% | -3.3% | 0.168% | |
5/2/2025 | Kingsview Wealth Management LLC | 50,301 | $3.22M | 0.1% | +9.0% | 0.166% | |
5/2/2025 | Montis Financial LLC | 20,719 | $1.33M | 0.4% | -1.6% | 0.068% | |
5/2/2025 | Frederick Financial Consultants LLC | 23,004 | $1.47M | 1.1% | N/A | 0.076% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 14,820 | $950K | 0.2% | +4.3% | 0.049% | |
5/2/2025 | Parcion Private Wealth LLC | 14,633 | $938K | 0.1% | +14.4% | 0.048% | |
5/2/2025 | Lord & Richards Wealth Management LLC | 484 | $31K | 0.0% | N/A | 0.002% | |
5/2/2025 | Apollon Wealth Management LLC | 28,531 | $1.83M | 0.0% | -0.6% | 0.094% | |
5/2/2025 | Sigma Planning Corp | 63,659 | $4.08M | 0.1% | -1.6% | 0.210% | |
5/1/2025 | Reyes Financial Architecture Inc. | 6,120 | $392K | 0.3% | +15.5% | 0.020% | |
5/1/2025 | CWM LLC | 190,920 | $12.23M | 0.0% | +5.1% | 0.631% | |
5/1/2025 | Grant GrossMendelsohn LLC | 4,936 | $312K | 0.2% | -29.1% | 0.016% | |
5/1/2025 | Gateway Wealth Partners LLC | 33,494 | $2.15M | 0.5% | +230.4% | 0.111% | |
5/1/2025 | Stegent Equity Advisors Inc. | 62,420 | $4M | 4.1% | -6.8% | 0.206% | |
4/30/2025 | Cerity Partners LLC | 35,079 | $2.25M | 0.0% | +198.6% | 0.116% | |
4/30/2025 | Allworth Financial LP | 2,489 | $157K | 0.0% | -10.8% | 0.008% | |
4/30/2025 | Moloney Securities Asset Management LLC | 11,163 | $715K | 0.1% | +7.6% | 0.037% | |
4/30/2025 | Twelve Points Wealth Management LLC | 11,252 | $721K | 0.2% | +22.3% | 0.037% | |
4/30/2025 | Cornerstone Planning Group LLC | 199,717 | $12.47M | 3.0% | +5.8% | 0.660% | |
4/30/2025 | Stratos Wealth Partners LTD. | 76,461 | $4.90M | 0.1% | +6.9% | 0.253% | |
4/30/2025 | Stratos Wealth Advisors LLC | 26,034 | $1.67M | 0.1% | +1.1% | 0.086% | |
4/30/2025 | NTV Asset Management LLC | 5,808 | $372K | 0.0% | N/A | 0.019% | |
4/30/2025 | Crossmark Global Holdings Inc. | 7,654 | $489K | 0.0% | N/A | 0.025% | |
4/29/2025 | Fairway Wealth LLC | 28,495 | $1.83M | 0.6% | +23.4% | 0.094% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 21,563 | $1.38M | 0.0% | +4.1% | 0.071% | |
4/29/2025 | Envestnet Asset Management Inc. | 534,076 | $34.22M | 0.0% | +4.8% | 1.766% | |
4/29/2025 | Concurrent Investment Advisors LLC | 20,060 | $1.29M | 0.0% | -6.0% | 0.066% | |
4/29/2025 | Bank of New York Mellon Corp | 22,320 | $1.43M | 0.0% | -3.6% | 0.074% | |
4/29/2025 | World Investment Advisors | 37,084 | $2.38M | 0.1% | +47.9% | 0.123% | |
4/29/2025 | SMART Wealth LLC | 18,909 | $1.21M | 0.4% | +1.5% | 0.063% | |
4/29/2025 | OneDigital Investment Advisors LLC | 14,761 | $946K | 0.0% | +19.6% | 0.049% | |
4/29/2025 | Silver Oak Securities Incorporated | 18,383 | $1.17M | 0.1% | +7.3% | 0.061% | |
4/28/2025 | Strategic Financial Concepts LLC | 4,006 | $257K | 0.0% | +6.2% | 0.013% | |
4/28/2025 | Private Trust Co. NA | 3,250 | $208K | 0.0% | +13.9% | 0.011% | |
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4/28/2025 | Meadow Creek Wealth Advisors LLC | 12,532 | $803K | 0.6% | +7.5% | 0.041% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 32,973 | $2.11M | 2.1% | +18.7% | 0.109% | |
4/28/2025 | LFA Lugano Financial Advisors SA | 57,787 | $3.70M | 2.5% | -7.3% | 0.191% | |
4/28/2025 | Rossby Financial LCC | 468 | $30K | 0.0% | N/A | 0.002% | |
4/25/2025 | Koshinski Asset Management Inc. | 57,192 | $3.67M | 0.3% | +25.7% | 0.190% | |
4/25/2025 | Ameritas Advisory Services LLC | 21,904 | $1.41M | 0.1% | +23.9% | 0.073% | |
4/24/2025 | Golden State Wealth Management LLC | 71,432 | $4.58M | 0.7% | +4.0% | 0.237% | |
4/24/2025 | Philip James Wealth Mangement LLC | 122,645 | $7.86M | 1.0% | +1.4% | 0.407% | |
4/23/2025 | Western Wealth Management LLC | 7,465 | $478K | 0.0% | +23.4% | 0.025% | |
4/23/2025 | Live Oak Investment Partners | 75,511 | $4.84M | 3.8% | -1.0% | 0.250% | |