5/2/2025 | Patton Albertson Miller Group LLC | 8,922 | $447K | 0.1% | -15.2% | 0.016% | |
5/2/2025 | Kingsview Wealth Management LLC | 5,895 | $295K | 0.0% | -44.6% | 0.011% | |
5/2/2025 | Pinkerton Retirement Specialists LLC | 6,516 | $327K | 0.0% | N/A | 0.012% | |
5/2/2025 | Sigma Planning Corp | 6,582 | $330K | 0.0% | N/A | 0.012% | |
5/2/2025 | Transcendent Capital Group LLC | 42,250 | $2.12M | 1.2% | +1,527.5% | 0.076% | |
5/1/2025 | Cutter & CO Brokerage Inc. | 4,600 | $231K | 0.1% | N/A | 0.008% | |
5/1/2025 | Bleakley Financial Group LLC | 93,707 | $4.70M | 0.2% | -17.4% | 0.169% | |
5/1/2025 | Weatherly Asset Management L. P. | 18,595 | $932K | 0.1% | -5.1% | 0.034% | |
5/1/2025 | CWM LLC | 532,715 | $26.70M | 0.1% | +6.2% | 0.960% | |
5/1/2025 | B & T Capital Management DBA Alpha Capital Management | 17,800 | $892K | 0.2% | +4.7% | 0.032% | |
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5/1/2025 | Gateway Wealth Partners LLC | 11,078 | $555K | 0.1% | -10.3% | 0.020% | |
4/30/2025 | Axxcess Wealth Management LLC | 762,973 | $38.24M | 1.0% | +6.6% | 1.375% | |
4/30/2025 | Cornerstone Planning Group LLC | 916 | $46K | 0.0% | N/A | 0.002% | |
4/30/2025 | Principal Securities Inc. | 189,385 | $9.49M | 0.2% | +0.8% | 0.341% | |
4/30/2025 | Greenleaf Trust | 432,832 | $21.69M | 0.2% | -10.6% | 0.780% | |
4/30/2025 | Stratos Wealth Partners LTD. | 12,509 | $627K | 0.0% | -23.2% | 0.023% | |
4/29/2025 | Envestnet Asset Management Inc. | 368,233 | $18.46M | 0.0% | +6.9% | 0.663% | |
4/29/2025 | Concurrent Investment Advisors LLC | 157,941 | $7.92M | 0.2% | -7.2% | 0.285% | |
4/29/2025 | World Investment Advisors | 38,526 | $1.93M | 0.1% | +36.7% | 0.069% | |
4/29/2025 | OneDigital Investment Advisors LLC | 13,400 | $672K | 0.0% | -21.7% | 0.024% | |
4/28/2025 | D.A. Davidson & CO. | 68,975 | $3.46M | 0.0% | -18.4% | 0.127% | |
4/28/2025 | Mutual Advisors LLC | 55,938 | $2.80M | 0.1% | +59.8% | 0.103% | |
4/28/2025 | Capstone Wealth Management Group LLC | 266,903 | $13.38M | 7.6% | +14.4% | 0.493% | |
4/28/2025 | Private Trust Co. NA | 29,737 | $1.49M | 0.2% | -44.4% | 0.055% | |
4/28/2025 | Rovin Capital UT ADV | 11,225 | $563K | 0.2% | -4.8% | 0.021% | |
4/25/2025 | Ameritas Advisory Services LLC | 87,881 | $4.41M | 0.2% | -42.1% | 0.162% | |
4/25/2025 | Wealthstar Advisors LLC | 33,086 | $1.66M | 0.8% | -10.4% | 0.061% | |
4/25/2025 | TBH Global Asset Management LLC | 64,609 | $3.24M | 0.3% | -2.7% | 0.119% | |
4/25/2025 | Colonial River Investments LLC | 50,666 | $2.54M | 1.4% | N/A | 0.094% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 18,416 | $923K | 0.0% | N/A | 0.034% | |
4/23/2025 | YHB Investment Advisors Inc. | 19,570 | $981K | 0.1% | +7.8% | 0.036% | |
4/23/2025 | Consolidated Portfolio Review Corp | 16,011 | $802K | 0.1% | -69.4% | 0.030% | |
4/23/2025 | Johnson Bixby & Associates LLC | 315,714 | $15.82M | 2.4% | -1.4% | 0.584% | |
4/23/2025 | Oppenheimer & Co. Inc. | 61,403 | $3.08M | 0.0% | -6.7% | 0.113% | |
4/22/2025 | Flagship Harbor Advisors LLC | 26,858 | $1.35M | 0.1% | +5.4% | 0.050% | |
4/22/2025 | Duncker Streett & Co. Inc. | 50,359 | $2.52M | 0.5% | -3.2% | 0.093% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 1,276,221 | $63.96M | 0.2% | +11.5% | 2.359% | |
4/22/2025 | Bright Futures Wealth Management LLC. | 11,079 | $554K | 0.6% | -11.7% | 0.020% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 13,700 | $687K | 0.1% | +99.3% | 0.025% | |
4/18/2025 | Wagner Wealth Management LLC | 12,763 | $640K | 0.2% | +12.4% | 0.024% | |
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4/17/2025 | Great Lakes Retirement Inc. | 242,849 | $12.17M | 1.6% | +3.3% | 0.449% | |
4/17/2025 | Sowell Financial Services LLC | 16,770 | $841K | 0.0% | N/A | 0.031% | |
4/17/2025 | Janney Montgomery Scott LLC | 124,752 | $6.25M | 0.0% | -2.2% | 0.231% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 349,318 | $17.51M | 1.1% | +7.9% | 0.646% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 42,654 | $2.14M | 0.1% | +1.2% | 0.079% | |
4/15/2025 | Capital Advisors Ltd. LLC | 126,383 | $6.33M | 0.8% | +0.3% | 0.234% | |
4/15/2025 | Noble Wealth Management PBC | 11,629 | $583K | 0.4% | -43.0% | 0.021% | |
4/15/2025 | Atwood & Palmer Inc. | 3,800 | $190K | 0.0% | -14.6% | 0.007% | |
4/15/2025 | Dividend Assets Capital LLC | 4,232 | $212K | 0.0% | N/A | 0.008% | |
4/15/2025 | Parsons Capital Management Inc. RI | 6,462 | $324K | 0.0% | -3.0% | 0.012% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 135,864 | $6.81M | 0.2% | +29.1% | 0.251% | |
4/14/2025 | Regatta Capital Group LLC | 38,159 | $1.91M | 0.4% | +88.7% | 0.071% | |
4/14/2025 | Courier Capital LLC | 7,461 | $374K | 0.0% | N/A | 0.014% | |
4/14/2025 | CGC Financial Services LLC | 11,994 | $601K | 0.2% | -12.7% | 0.022% | |
4/11/2025 | Ridgeline Wealth LLC | 9,398 | $471K | 0.4% | -36.0% | 0.017% | |
4/11/2025 | Pitti Group Wealth Management LLC | 23,087 | $1.16M | 1.2% | +2.5% | 0.043% | |
4/11/2025 | Sovereign Financial Group Inc. | 42,111 | $2.11M | 0.5% | +27.5% | 0.078% | |
4/10/2025 | Lake Street Private Wealth LLC | 32,585 | $1.63M | 0.3% | N/A | 0.060% | |
4/10/2025 | TruWealth Advisors LLC | 69,590 | $3.49M | 0.2% | +4.4% | 0.129% | |
4/10/2025 | Cathy Pareto & Associates Inc. | 37,284 | $1.87M | 1.7% | +8.8% | 0.069% | |
4/9/2025 | Capital Asset Advisory Services LLC | 724,143 | $36.29M | 1.8% | +8.4% | 1.339% | |
4/9/2025 | Paladin Wealth LLC | 25,195 | $1.26M | 1.1% | +2.3% | 0.047% | |
4/9/2025 | Gradient Investments LLC | 1,489,378 | $74.65M | 1.5% | +6.0% | 2.753% | |
4/9/2025 | NBC Securities Inc. | 9,441 | $473K | 0.0% | +117,912.5% | 0.017% | |
4/8/2025 | Private Client Services LLC | 9,037 | $453K | 0.2% | +6.6% | 0.017% | |
4/8/2025 | Legacy Solutions LLC | 30,412 | $1.52M | 1.7% | +9.7% | 0.056% | |
4/8/2025 | Parallel Advisors LLC | 5,300 | $266K | 0.0% | +8.2% | 0.010% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,587 | $230K | 0.0% | +8.4% | 0.009% | |
3/10/2025 | Mattson Financial Services LLC | 35,969 | $1.81M | 0.6% | -54.9% | 0.068% | |
3/5/2025 | Copley Financial Group Inc. | 49,027 | $2.46M | 1.9% | -34.0% | 0.093% | |
2/25/2025 | Heck Capital Advisors LLC | 4,453 | $223K | 0.0% | N/A | 0.011% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 12,815 | $642K | 0.0% | +25.7% | 0.033% | |
2/18/2025 | Strait & Sound Wealth Management LLC | 17,432 | $874K | 0.4% | +9.8% | 0.044% | |
2/17/2025 | Tidal Investments LLC | 5,585 | $280K | 0.0% | -44.2% | 0.014% | |
2/17/2025 | Redwood Financial Network Corp | 9,275 | $465K | 0.3% | +3.0% | 0.024% | |
2/17/2025 | Napa Wealth Management | 472,440 | $23.67M | 10.2% | N/A | 1.202% | |
2/17/2025 | Gotham Asset Management LLC | 63,782 | $3.20M | 0.0% | +3.7% | 0.162% | |
2/17/2025 | Focus Partners Wealth | 9,443 | $473K | 0.0% | +54.1% | 0.024% | |
2/17/2025 | Cambridge Investment Research Advisors Inc. | 1,144,956 | $57.37M | 0.2% | -19.4% | 2.913% | |
2/17/2025 | Cetera Investment Advisers | 838,934 | $42.04M | 0.1% | +8.6% | 2.135% | |
2/17/2025 | Baird Financial Group Inc. | 16,857 | $845K | 0.0% | +5.1% | 0.043% | |
2/17/2025 | Bank of America Corp DE | 996,164 | $49.92M | 0.0% | -34.4% | 2.535% | |
2/17/2025 | Benjamin Edwards Inc. | 14,975 | $750K | 0.0% | -19.4% | 0.038% | |
2/17/2025 | BNP Paribas Financial Markets | 76,951 | $3.86M | 0.0% | +33.4% | 0.196% | |
2/17/2025 | Ameriprise Financial Inc. | 11,000 | $551K | 0.0% | +22.3% | 0.028% | |
2/17/2025 | Aptus Capital Advisors LLC | 7,138 | $358K | 0.0% | N/A | 0.018% | |
2/17/2025 | Advocacy Wealth Management Services LLC | 91,922 | $4.61M | 0.4% | -7.9% | 0.234% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 131,641 | $6.60M | 0.0% | +1.5% | 0.335% | |
2/14/2025 | Triumph Capital Management | 19,347 | $969K | 0.3% | N/A | 0.049% | |
2/14/2025 | Comerica Bank | 9,325 | $467K | 0.0% | -4.9% | 0.024% | |
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2/14/2025 | Eight 31 Financial LLC | 21,428 | $1.07M | 0.8% | +2.7% | 0.055% | |
2/14/2025 | Integrated Wealth Concepts LLC | 45,571 | $2.28M | 0.0% | -13.6% | 0.116% | |
2/14/2025 | Stifel Financial Corp | 170,887 | $8.56M | 0.0% | +45.0% | 0.435% | |
2/14/2025 | OneDigital Investment Advisors LLC | 17,120 | $858K | 0.0% | +20.9% | 0.044% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,983 | $99K | 0.0% | N/A | 0.005% | |
2/14/2025 | MML Investors Services LLC | 82,069 | $4.11M | 0.0% | -1.9% | 0.209% | |
2/14/2025 | Freedom Investment Management Inc. | 25,055 | $1.26M | 0.1% | -1.1% | 0.064% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 4,013 | $202K | 0.0% | +38.1% | 0.010% | |
2/13/2025 | NewEdge Advisors LLC | 18,581 | $931K | 0.0% | +10.6% | 0.047% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 4,580 | $229K | 0.1% | N/A | 0.012% | |