4/18/2025 | Cornerstone Wealth Management LLC | 10,379 | $665K | 0.0% | N/A | 0.034% | |
4/18/2025 | Optivise Advisory Services LLC | 4,123 | $264K | 0.1% | -77.1% | 0.014% | |
4/18/2025 | CENTRAL TRUST Co | 370,144 | $23.72M | 0.6% | +0.2% | 1.228% | |
4/17/2025 | Sowell Financial Services LLC | 81,795 | $5.24M | 0.2% | +26.4% | 0.271% | |
4/17/2025 | Janney Montgomery Scott LLC | 69,810 | $4.47M | 0.0% | -21.0% | 0.232% | |
4/17/2025 | RiverTree Advisors LLC | 19,449 | $1.25M | 0.8% | -4.1% | 0.065% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 12,668 | $812K | 0.1% | +6.0% | 0.042% | |
4/17/2025 | Morey & Quinn Wealth Partners LLC | 4,769 | $306K | 0.3% | +6.0% | 0.016% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 24,752 | $1.59M | 0.1% | +71.8% | 0.082% | |
4/16/2025 | Avaii Wealth Management LLC | 12,829 | $822K | 0.4% | N/A | 0.043% | |
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4/16/2025 | Wealth Enhancement Advisory Services LLC | 67,930 | $4.35M | 0.0% | +10.0% | 0.225% | |
4/16/2025 | Matauro LLC | 4,584 | $294K | 0.1% | +4.8% | 0.015% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 7,527 | $482K | 0.0% | +27.7% | 0.025% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 71,987 | $4.61M | 0.6% | N/A | 0.239% | |
4/15/2025 | EdgeRock Capital LLC | 156,231 | $10.01M | 7.1% | +47.8% | 0.518% | |
4/15/2025 | CX Institutional | 634 | $41K | 0.0% | N/A | 0.002% | |
4/15/2025 | Simplicity Wealth LLC | 17,574 | $1.13M | 0.1% | N/A | 0.058% | |
4/15/2025 | GAMMA Investing LLC | 1,357 | $87K | 0.0% | -20.2% | 0.005% | |
4/14/2025 | First Citizens Bank & Trust Co. | 18,075 | $1.16M | 0.0% | +3.7% | 0.060% | |
4/14/2025 | Park Avenue Securities LLC | 9,350 | $599K | 0.0% | +4.9% | 0.031% | |
4/14/2025 | KMG Fiduciary Partners LLC | 25,437 | $1.63M | 0.1% | +24.8% | 0.084% | |
4/14/2025 | City Center Advisors LLC | 10,264 | $658K | 0.8% | +5.9% | 0.034% | |
4/11/2025 | SeaCrest Wealth Management LLC | 9,825 | $630K | 0.1% | N/A | 0.033% | |
4/11/2025 | Signal Advisors Wealth LLC | 13,421 | $860K | 0.1% | +188.8% | 0.045% | |
4/10/2025 | Richard P Slaughter Associates Inc | 116,886 | $7.49M | 1.7% | +5.1% | 0.388% | |
4/10/2025 | Iams Wealth Management LLC | 9,764 | $626K | 0.3% | -21.9% | 0.032% | |
4/9/2025 | NBC Securities Inc. | 803 | $51K | 0.0% | N/A | 0.003% | |
4/7/2025 | GAMMA Investing LLC | 86,957 | $5.57M | 0.0% | +5,015.1% | 0.288% | |
4/2/2025 | Global Wealth Strategies & Associates | 17,881 | $1.15M | 0.3% | +8.9% | 0.060% | |
4/1/2025 | Hobart Private Capital LLC | 304,240 | $19.50M | 4.9% | N/A | 1.023% | |
3/21/2025 | Prostatis Group LLC | 68,797 | $4.53M | 1.3% | +6.6% | 0.231% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 61,775 | $4.07M | 0.0% | -1.8% | 0.210% | |
3/12/2025 | Centaurus Financial Inc. | 8,430 | $555K | 0.0% | N/A | 0.029% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 30,421 | $2.00M | 0.1% | +1.5% | 0.153% | |
2/25/2025 | Armis Advisers LLC | 75,047 | $4.94M | 0.6% | N/A | 0.378% | |
2/24/2025 | United Advisor Group LLC | 4,175 | $275K | 0.1% | N/A | 0.021% | |
2/19/2025 | Richmond Investment Services LLC | 4,023 | $265K | 0.1% | N/A | 0.020% | |
2/19/2025 | WCG Wealth Advisors LLC | 13,059 | $859K | 0.1% | -6.9% | 0.066% | |
2/18/2025 | Breakthru Advisory Services LLC | 4,075 | $268K | 0.2% | N/A | 0.021% | |
2/18/2025 | Vise Technologies Inc. | 6,782 | $446K | 0.0% | N/A | 0.034% | |
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2/17/2025 | Snowden Capital Advisors LLC | 5,926 | $390K | 0.0% | -6.3% | 0.030% | |
2/17/2025 | Royal Bank of Canada | 1,774,101 | $116.75M | 0.0% | +2.1% | 8.938% | |
2/17/2025 | Focus Partners Wealth | 21,492 | $1.50M | 0.0% | -24.7% | 0.108% | |
2/17/2025 | Cetera Investment Advisers | 541,391 | $35.63M | 0.1% | +12.8% | 2.727% | |
2/17/2025 | Captrust Financial Advisors | 86,840 | $5.72M | 0.0% | -1.4% | 0.437% | |
2/17/2025 | Cary Street Partners Financial LLC | 3,216 | $212K | 0.0% | N/A | 0.016% | |
2/17/2025 | Baird Financial Group Inc. | 43,606 | $2.87M | 0.0% | -1.8% | 0.220% | |
2/17/2025 | Benjamin Edwards Inc. | 28,872 | $1.90M | 0.0% | +25.2% | 0.145% | |
2/17/2025 | Ameriprise Financial Inc. | 1,662,691 | $109.43M | 0.0% | +39.8% | 8.376% | |
2/14/2025 | Jane Street Group LLC | 35,513 | $2.34M | 0.0% | -3.2% | 0.179% | |
2/14/2025 | Comerica Bank | 50,274 | $3.31M | 0.0% | +195.0% | 0.253% | |
2/14/2025 | Owen LaRue LLC | 27,216 | $1.79M | 0.9% | -17.4% | 0.137% | |
2/14/2025 | Capital Analysts LLC | 4,437 | $292K | 0.0% | +11.8% | 0.022% | |
2/14/2025 | Integrated Wealth Concepts LLC | 28,778 | $1.89M | 0.0% | +532.6% | 0.145% | |
2/14/2025 | Coppell Advisory Solutions LLC | 16,783 | $1.11M | 0.2% | +48.5% | 0.085% | |
2/14/2025 | Harvest Investment Services LLC | 11,022 | $725K | 0.2% | +2.4% | 0.056% | |
2/14/2025 | IHT Wealth Management LLC | 32,220 | $2.12M | 0.1% | -11.5% | 0.162% | |
2/14/2025 | Stifel Financial Corp | 69,624 | $4.58M | 0.0% | -14.5% | 0.351% | |
2/14/2025 | OneDigital Investment Advisors LLC | 12,345 | $812K | 0.0% | N/A | 0.062% | |
2/14/2025 | Optivise Advisory Services LLC | 17,985 | $1.18M | 0.6% | -1.3% | 0.091% | |
2/14/2025 | TD Waterhouse Canada Inc. | 7,948 | $524K | 0.0% | N/A | 0.040% | |
2/14/2025 | MML Investors Services LLC | 67,560 | $4.45M | 0.0% | +25.4% | 0.340% | |
2/14/2025 | First Trust Advisors LP | 45,114 | $2.97M | 0.0% | +24.7% | 0.227% | |
2/14/2025 | GeoWealth Management LLC | 11,304 | $744K | 0.0% | -32.4% | 0.057% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 18,511 | $1.26M | 0.1% | +140.6% | 0.093% | |
2/13/2025 | NewEdge Advisors LLC | 5,534 | $364K | 0.0% | +61.0% | 0.028% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 23,430 | $1.54M | 0.5% | N/A | 0.118% | |
2/13/2025 | Belpointe Asset Management LLC | 82,174 | $5.28M | 0.3% | -2.3% | 0.414% | |
2/13/2025 | CreativeOne Wealth LLC | 48,244 | $3.18M | 0.1% | -17.6% | 0.243% | |
2/13/2025 | Mariner LLC | 8,523 | $561K | 0.0% | -96.4% | 0.043% | |
2/13/2025 | Crux Wealth Advisors | 6,249 | $411K | 0.2% | N/A | 0.031% | |
2/13/2025 | Concorde Asset Management LLC | 6,787 | $447K | 0.2% | N/A | 0.034% | |
2/13/2025 | Raymond James Financial Inc. | 254,805 | $16.77M | 0.0% | N/A | 1.284% | |
2/13/2025 | Advisory Services Network LLC | 14,657 | $965K | 0.0% | -11.1% | 0.074% | |
2/13/2025 | Rathbones Group PLC | 7,149 | $470K | 0.0% | +4.2% | 0.036% | |
2/13/2025 | Bank of Montreal Can | 5,330 | $351K | 0.0% | -39.7% | 0.027% | |
2/13/2025 | Cerity Partners LLC | 11,748 | $773K | 0.0% | -85.4% | 0.059% | |
2/13/2025 | Wedbush Securities Inc. | 4,779 | $315K | 0.0% | +3.5% | 0.024% | |
2/13/2025 | Envestnet Asset Management Inc. | 509,536 | $33.53M | 0.0% | -4.9% | 2.567% | |
2/13/2025 | Wells Fargo & Company MN | 735 | $48K | 0.0% | +775.0% | 0.004% | |
2/12/2025 | World Investment Advisors | 25,078 | $1.65M | 0.0% | +26.4% | 0.126% | |
2/12/2025 | Centric Wealth Management | 130,937 | $8.62M | 2.3% | +1.0% | 0.660% | |
2/12/2025 | StoneX Group Inc. | 10,900 | $717K | 0.0% | +7.6% | 0.055% | |
2/12/2025 | Tucker Asset Management LLC | 861 | $57K | 0.0% | +45.7% | 0.004% | |
2/12/2025 | Orion Portfolio Solutions LLC | 102,884 | $6.77M | 0.1% | -4.6% | 0.518% | |
2/12/2025 | JPMorgan Chase & Co. | 768,382 | $50.57M | 0.0% | +81.2% | 3.871% | |
2/12/2025 | Graney & King LLC | 2,953 | $194K | 0.1% | N/A | 0.015% | |
2/12/2025 | Ausdal Financial Partners Inc. | 3,910 | $257K | 0.0% | N/A | 0.020% | |
2/12/2025 | Morey & Quinn Wealth Partners LLC | 4,500 | $296K | 0.3% | N/A | 0.023% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 25,842 | $1.70M | 0.0% | +9.5% | 0.130% | |
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2/11/2025 | Modern Wealth Management LLC | 138,424 | $9.35M | 0.3% | -2.7% | 0.697% | |
2/11/2025 | LPL Financial LLC | 1,907,555 | $125.54M | 0.1% | +11.4% | 9.610% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 7,395 | $487K | 0.4% | N/A | 0.037% | |
2/11/2025 | Viawealth LLC | 69,709 | $4.59M | 2.8% | +13.6% | 0.351% | |
2/11/2025 | TAP Consulting LLC | 35,389 | $2.33M | 0.5% | +5.2% | 0.178% | |
2/11/2025 | L.K. Benson & Company P.C. | 3,791 | $249K | 0.2% | N/A | 0.019% | |
2/10/2025 | IMG Wealth Management Inc. | 59,068 | $3.89M | 3.6% | N/A | 0.298% | |
2/10/2025 | Harbour Investments Inc. | 46,684 | $3.07M | 0.1% | +10.7% | 0.235% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 31,368 | $2.06M | 0.0% | +3.5% | 0.158% | |
2/10/2025 | Montis Financial LLC | 21,065 | $1.39M | 0.4% | +26.2% | 0.106% | |