5/20/2025 | Belpointe Asset Management LLC | 9,995 | $653K | 0.0% | -30.7% | 0.202% | |
5/16/2025 | Coppell Advisory Solutions LLC | 5,425 | $353K | 0.0% | -62.2% | 0.123% | |
5/16/2025 | Goldman Sachs Group Inc. | 51,107 | $3.34M | 0.0% | -43.5% | 1.162% | |
5/16/2025 | Jones Financial Companies Lllp | 25,901 | $1.69M | 0.0% | +2,350.4% | 0.589% | |
5/16/2025 | NewEdge Advisors LLC | 7,616 | $498K | 0.0% | -23.6% | 0.173% | |
5/15/2025 | Royal Bank of Canada | 59,083 | $3.86M | 0.0% | -10.8% | 1.343% | |
5/14/2025 | Comerica Bank | 2,954 | $193K | 0.0% | +30.5% | 0.067% | |
5/14/2025 | Flow Traders U.S. LLC | 9,165 | $599K | 0.0% | N/A | 0.208% | |
5/14/2025 | PGIM Custom Harvest LLC | 30,808 | $2.01M | 0.0% | -1.3% | 0.700% | |
5/13/2025 | Raymond James Financial Inc. | 174,323 | $11.39M | 0.0% | +5.4% | 3.962% | |
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5/13/2025 | HighTower Advisors LLC | 11,215 | $733K | 0.0% | -2.6% | 0.255% | |
5/12/2025 | Independent Advisor Alliance | 62,359 | $4.08M | 0.1% | -22.9% | 1.417% | |
5/9/2025 | MGB Wealth Management LLC | 555 | $36K | 0.0% | N/A | 0.013% | |
5/9/2025 | Atria Wealth Solutions Inc. | 8,628 | $564K | 0.0% | -6.1% | 0.196% | |
5/9/2025 | PNC Financial Services Group Inc. | 2,030 | $133K | 0.0% | -13.0% | 0.046% | |
5/8/2025 | Harbour Investments Inc. | 20,452 | $1.34M | 0.0% | -5.5% | 0.465% | |
5/7/2025 | LPL Financial LLC | 287,788 | $18.80M | 0.0% | -8.9% | 6.541% | |
5/6/2025 | Cetera Investment Advisers | 26,219 | $1.71M | 0.0% | -6.2% | 0.596% | |
5/6/2025 | WMG Financial Advisors LLC | 4,274 | $279K | 0.1% | -8.2% | 0.097% | |
5/5/2025 | Private Advisor Group LLC | 8,568 | $560K | 0.0% | +9.2% | 0.195% | |
5/2/2025 | Sigma Planning Corp | 8,489 | $555K | 0.0% | +9.0% | 0.193% | |
5/1/2025 | CWM LLC | 1,156 | $76K | 0.0% | -13.6% | 0.026% | |
5/1/2025 | Park Square Financial Group LLC | 604 | $39K | 0.0% | -66.4% | 0.014% | |
4/30/2025 | Moloney Securities Asset Management LLC | 7,950 | $519K | 0.1% | -41.5% | 0.181% | |
4/30/2025 | Rehmann Capital Advisory Group | 6,938 | $453K | 0.0% | -5.2% | 0.158% | |
4/30/2025 | Stratos Wealth Partners LTD. | 5,558 | $363K | 0.0% | -5.2% | 0.126% | |
4/29/2025 | Envestnet Asset Management Inc. | 11,276 | $737K | 0.0% | +4.4% | 0.256% | |
4/23/2025 | Western Wealth Management LLC | 4,305 | $281K | 0.0% | -29.4% | 0.097% | |
4/23/2025 | International Assets Investment Management LLC | 4,424 | $289K | 0.0% | -5.3% | 0.099% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 33,216 | $2.17M | 0.0% | -6.1% | 0.746% | |
4/18/2025 | Cornerstone Wealth Management LLC | 3,662 | $239K | 0.0% | N/A | 0.082% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 1,778 | $116K | 0.0% | -18.7% | 0.040% | |
4/17/2025 | Janney Montgomery Scott LLC | 35,140 | $2.30M | 0.0% | -1.6% | 0.790% | |
4/17/2025 | Pacific Sun Financial Corp | 13,028 | $851K | 0.5% | -4.1% | 0.293% | |
4/15/2025 | CX Institutional | 15,134 | $989K | 0.0% | +12,407.4% | 0.340% | |
4/15/2025 | Trueblood Wealth Management LLC | 8,613 | $563K | 0.3% | -14.5% | 0.194% | |
4/14/2025 | Farther Finance Advisors LLC | 9,956 | $654K | 0.0% | +2,433.3% | 0.224% | |
4/9/2025 | HBW Advisory Services LLC | 6,209 | $406K | 0.1% | +53.4% | 0.140% | |
4/9/2025 | NBC Securities Inc. | 1,246 | $81K | 0.0% | +41,433.3% | 0.028% | |
2/28/2025 | Park Square Financial Group LLC | 1,796 | $115K | 0.1% | N/A | 0.028% | |
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2/18/2025 | GTS Securities LLC | 13,711 | $878K | 0.0% | -9.0% | 0.216% | |
2/17/2025 | CoreCap Advisors LLC | 1,293 | $83K | 0.0% | -11.9% | 0.020% | |
2/17/2025 | Cetera Investment Advisers | 27,953 | $1.79M | 0.0% | -32.9% | 0.440% | |
2/17/2025 | Citadel Advisors LLC | 28,888 | $1.85M | 0.0% | +171.0% | 0.455% | |
2/17/2025 | Bank of America Corp DE | 96,267 | $6.17M | 0.0% | -21.7% | 1.516% | |
2/17/2025 | Benjamin Edwards Inc. | 3,319 | $213K | 0.0% | N/A | 0.052% | |
2/14/2025 | Coppell Advisory Solutions LLC | 14,334 | $913K | 0.1% | -17.3% | 0.226% | |
2/14/2025 | Susquehanna International Group LLP | 42,251 | $2.71M | 0.0% | +283.7% | 0.665% | |
2/14/2025 | Canal Capital Management LLC | 3,223 | $206K | 0.0% | N/A | 0.051% | |
2/14/2025 | Stifel Financial Corp | 69,462 | $4.45M | 0.0% | +3.0% | 1.094% | |
2/14/2025 | Tower Research Capital LLC TRC | 9,209 | $590K | 0.0% | N/A | 0.145% | |
2/13/2025 | NewEdge Advisors LLC | 9,975 | $639K | 0.0% | -14.2% | 0.157% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 3,129 | $200K | 0.1% | N/A | 0.049% | |
2/13/2025 | Rockefeller Capital Management L.P. | 26,332 | $1.69M | 0.0% | +1.0% | 0.415% | |
2/13/2025 | Maxwell Wealth Strategies Inc. | 32,977 | $2.11M | 0.9% | -1.1% | 0.519% | |
2/13/2025 | Advisory Services Network LLC | 17,367 | $1.11M | 0.0% | N/A | 0.273% | |
2/13/2025 | Envestnet Asset Management Inc. | 10,799 | $692K | 0.0% | -56.8% | 0.170% | |
2/13/2025 | Wells Fargo & Company MN | 200,296 | $12.83M | 0.0% | -2.4% | 3.154% | |
2/12/2025 | JPMorgan Chase & Co. | 13,004 | $833K | 0.0% | -5.0% | 0.205% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 27,477 | $1.76M | 0.0% | -3.6% | 0.433% | |
2/11/2025 | LPL Financial LLC | 316,048 | $20.25M | 0.0% | -12.1% | 4.977% | |
2/10/2025 | Harbour Investments Inc. | 21,653 | $1.39M | 0.0% | -21.5% | 0.341% | |
2/10/2025 | Commonwealth Equity Services LLC | 26,650 | $1.71M | 0.0% | -7.4% | 0.420% | |
2/10/2025 | Farther Finance Advisors LLC | 393 | $25K | 0.0% | -82.9% | 0.006% | |
2/7/2025 | HighTower Advisors LLC | 11,509 | $737K | 0.0% | -3.8% | 0.181% | |
2/7/2025 | Global View Capital Management LLC | 3,525 | $226K | 0.1% | N/A | 0.056% | |
2/7/2025 | Independent Advisor Alliance | 80,910 | $5.18M | 0.1% | +19.1% | 1.274% | |
2/7/2025 | PNC Financial Services Group Inc. | 2,333 | $149K | 0.0% | -7.8% | 0.037% | |
2/7/2025 | Schrum Private Wealth Management LLC | 14,947 | $958K | 0.8% | -46.0% | 0.235% | |
2/6/2025 | Raymond James Financial Inc. | 165,378 | $10.59M | 0.0% | N/A | 2.604% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 8,246 | $528K | 0.0% | -3.0% | 0.130% | |
2/6/2025 | Meridian Wealth Management LLC | 11,049 | $708K | 0.0% | -1.8% | 0.174% | |
2/6/2025 | Jones Financial Companies Lllp | 1,057 | $68K | 0.0% | +68.3% | 0.017% | |
2/3/2025 | Sigma Planning Corp | 7,788 | $499K | 0.0% | +7.3% | 0.123% | |
2/3/2025 | Navellier & Associates Inc. | 46,596 | $2.99M | 0.4% | +22.9% | 0.734% | |
2/3/2025 | Pacific Sun Financial Corp | 13,578 | $870K | 0.5% | -4.7% | 0.214% | |
1/31/2025 | Global Retirement Partners LLC | 3,453 | $221K | 0.0% | +115.9% | 0.054% | |
1/31/2025 | Proactive Wealth Strategies LLC | 8,621 | $552K | 0.3% | +18.4% | 0.136% | |
1/31/2025 | Atria Wealth Solutions Inc. | 9,191 | $589K | 0.0% | -7.7% | 0.145% | |
1/31/2025 | Truist Financial Corp | 16,966 | $1.09M | 0.0% | -6.2% | 0.267% | |
1/30/2025 | Csenge Advisory Group | 113,681 | $7.28M | 0.4% | +3.2% | 1.790% | |
1/28/2025 | Moloney Securities Asset Management LLC | 13,589 | $870K | 0.1% | -32.4% | 0.214% | |
1/22/2025 | Bensler LLC | 3,212 | $206K | 0.0% | -6.8% | 0.051% | |
1/21/2025 | Geneos Wealth Management Inc. | 1,230 | $79K | 0.0% | -64.6% | 0.019% | |
1/17/2025 | Key Client Fiduciary Advisors LLC | 51,440 | $3.30M | 1.5% | +6.2% | 0.810% | |
1/17/2025 | Janney Montgomery Scott LLC | 35,703 | $2.29M | 0.0% | -1.1% | 0.562% | |
1/15/2025 | Ameritas Advisory Services LLC | 5,526 | $354K | 0.0% | -7.3% | 0.087% | |
1/10/2025 | HBW Advisory Services LLC | 4,048 | $259K | 0.0% | -37.4% | 0.064% | |
1/8/2025 | International Assets Investment Management LLC | 4,673 | $300K | 0.0% | N/A | 0.074% | |
12/26/2024 | JPMorgan Chase & Co. | 13,684 | $935K | 0.0% | +56.2% | 0.215% | |
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11/25/2024 | World Investment Advisors LLC | 4,192 | $286K | 0.0% | -10.1% | 0.066% | |
11/18/2024 | Rehmann Capital Advisory Group | 7,382 | $504K | 0.0% | -2.7% | 0.116% | |
11/15/2024 | MML Investors Services LLC | 15,070 | $1.03M | 0.0% | -23.9% | 0.237% | |
11/15/2024 | Jane Street Group LLC | 17,071 | $1.17M | 0.0% | -47.4% | 0.269% | |
11/15/2024 | Stifel Financial Corp | 67,437 | $4.61M | 0.0% | +22.4% | 1.062% | |
11/15/2024 | IHT Wealth Management LLC | 159,274 | $10.88M | 0.3% | -2.2% | 2.508% | |
11/15/2024 | HighTower Advisors LLC | 11,965 | $819K | 0.0% | -9.9% | 0.188% | |
11/14/2024 | Rockefeller Capital Management L.P. | 26,076 | $1.78M | 0.0% | -1.2% | 0.411% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 5,439 | $372K | 0.1% | -20.3% | 0.086% | |
11/13/2024 | Independent Advisor Alliance | 67,941 | $4.64M | 0.2% | +7.0% | 1.070% | |