7/10/2025 | Wealth Enhancement Advisory Services LLC | 10,375 | $510K | 0.0% | -3.6% | 0.106% | |
7/10/2025 | Focus Financial Network Inc. | 4,214 | $207K | 0.0% | N/A | 0.043% | |
7/9/2025 | Orser Capital Management LLC | 29,820 | $1.47M | 1.1% | N/A | 0.303% | |
7/9/2025 | Sandy Cove Advisors LLC | 5,712 | $281K | 0.1% | -18.9% | 0.058% | |
5/19/2025 | Jane Street Group LLC | 53,141 | $2.15M | 0.0% | N/A | 0.567% | |
5/16/2025 | Jones Financial Companies Lllp | 2,013 | $82K | 0.0% | -86.5% | 0.021% | |
5/15/2025 | EP Wealth Advisors LLC | 24,222 | $981K | 0.0% | -1.5% | 0.258% | |
5/15/2025 | Royal Bank of Canada | 15,396 | $623K | 0.0% | -2.9% | 0.164% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 9,586 | $388K | 0.0% | +15.7% | 0.102% | |
5/13/2025 | Cresset Asset Management LLC | 10,130 | $410K | 0.0% | N/A | 0.108% | |
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5/9/2025 | Cheviot Value Management LLC | 750 | $32K | 0.0% | N/A | 0.008% | |
5/8/2025 | IFG Advisory LLC | 10,116 | $410K | 0.0% | +7.3% | 0.108% | |
5/7/2025 | Indie Asset Partners LLC | 33,310 | $1.35M | 1.2% | +3.8% | 0.355% | |
5/7/2025 | LPL Financial LLC | 320,131 | $12.96M | 0.0% | +11.2% | 3.413% | |
5/6/2025 | Cetera Investment Advisers | 47,535 | $1.93M | 0.0% | -1.1% | 0.507% | |
5/6/2025 | Avantax Advisory Services Inc. | 32,548 | $1.32M | 0.0% | N/A | 0.347% | |
5/6/2025 | Proficio Capital Partners LLC | 26,980 | $1.09M | 0.1% | N/A | 0.288% | |
5/5/2025 | Kestra Private Wealth Services LLC | 33,660 | $1.36M | 0.0% | +22.2% | 0.359% | |
5/5/2025 | Members Advisory Group LLC | 194,012 | $7.86M | 3.3% | -10.5% | 2.068% | |
5/5/2025 | Private Advisor Group LLC | 18,168 | $736K | 0.0% | +3.5% | 0.194% | |
5/2/2025 | Kingsview Wealth Management LLC | 28,575 | $1.16M | 0.0% | -8.0% | 0.305% | |
4/29/2025 | Envestnet Asset Management Inc. | 10,927 | $442K | 0.0% | +45.0% | 0.116% | |
4/29/2025 | Concurrent Investment Advisors LLC | 5,473 | $222K | 0.0% | N/A | 0.058% | |
4/28/2025 | Clear Creek Financial Management LLC | 16,489 | $668K | 0.1% | +12.5% | 0.176% | |
4/23/2025 | Atala Financial Inc | 1,206 | $49K | 0.0% | N/A | 0.013% | |
4/23/2025 | Berkshire Money Management Inc. | 157,999 | $6.40M | 0.7% | N/A | 1.684% | |
4/22/2025 | Flagship Harbor Advisors LLC | 7,511 | $304K | 0.0% | +8.3% | 0.080% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 40,318 | $1.63M | 0.0% | +4.7% | 0.430% | |
4/17/2025 | Pacific Sun Financial Corp | 10,810 | $438K | 0.2% | -7.4% | 0.115% | |
4/16/2025 | Crowley Wealth Management Inc. | 1,690 | $68K | 0.1% | N/A | 0.018% | |
4/11/2025 | SeaCrest Wealth Management LLC | 7,924 | $321K | 0.0% | -12.5% | 0.084% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,841 | $490K | 0.0% | +27.8% | 0.114% | |
2/17/2025 | Vermillion & White Wealth Management Group LLC | 2,878 | $130K | 0.1% | +724.6% | 0.042% | |
2/17/2025 | Cetera Investment Advisers | 48,063 | $2.17M | 0.0% | +3.0% | 0.707% | |
2/17/2025 | Captrust Financial Advisors | 9,200 | $416K | 0.0% | +3.1% | 0.135% | |
2/17/2025 | Citadel Advisors LLC | 11,253 | $509K | 0.0% | -84.0% | 0.165% | |
2/17/2025 | Bank of America Corp DE | 185,722 | $8.40M | 0.0% | +7.9% | 2.731% | |
2/17/2025 | Ameriprise Financial Inc. | 102,678 | $4.64M | 0.0% | -10.1% | 1.510% | |
2/14/2025 | IHT Wealth Management LLC | 5,394 | $244K | 0.0% | -13.1% | 0.079% | |
2/14/2025 | Stifel Financial Corp | 22,384 | $1.01M | 0.0% | -17.8% | 0.329% | |
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2/14/2025 | Seaview Investment Managers LLC | 28,021 | $1.27M | 0.4% | -36.1% | 0.412% | |
2/13/2025 | NewEdge Advisors LLC | 5,201 | $235K | 0.0% | +909.9% | 0.076% | |
2/13/2025 | Raymond James Financial Inc. | 41,232 | $1.87M | 0.0% | N/A | 0.606% | |
2/13/2025 | Bank of Montreal Can | 627 | $28K | 0.0% | -99.3% | 0.009% | |
2/13/2025 | Envestnet Asset Management Inc. | 7,536 | $341K | 0.0% | +13.2% | 0.111% | |
2/13/2025 | Wells Fargo & Company MN | 1,034 | $47K | 0.0% | +92.6% | 0.015% | |
2/12/2025 | RFG Bristol Wealth Advisors LLC | 206,954 | $9.36M | 3.1% | N/A | 3.043% | |
2/11/2025 | Hirtle Callaghan & Co LLC | 8,142 | $368K | 0.0% | N/A | 0.120% | |
2/11/2025 | LPL Financial LLC | 287,929 | $13.02M | 0.0% | -0.6% | 4.234% | |
2/10/2025 | Corient Private Wealth LLC | 24,831 | $1.12M | 0.0% | +10.1% | 0.365% | |
2/6/2025 | Raymond James Financial Inc. | 41,232 | $1.87M | 0.0% | N/A | 0.606% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 2,776 | $126K | 0.0% | +120.8% | 0.041% | |
2/6/2025 | Jones Financial Companies Lllp | 14,938 | $676K | 0.0% | +34.4% | 0.220% | |
2/5/2025 | Providence First Trust Co | 46,550 | $2.11M | 0.8% | N/A | 0.685% | |
2/4/2025 | Members Advisory Group LLC | 216,753 | $9.80M | 4.0% | +251.5% | 3.188% | |
2/4/2025 | Marshall Investment Management LLC | 114,588 | $5.21M | 3.1% | N/A | 1.685% | |
2/3/2025 | Sigma Planning Corp | 7,707 | $349K | 0.0% | -7.6% | 0.113% | |
2/3/2025 | Pacific Sun Financial Corp | 11,670 | $528K | 0.3% | -1.9% | 0.172% | |
2/3/2025 | Private Advisor Group LLC | 17,549 | $794K | 0.0% | +6.0% | 0.258% | |
1/29/2025 | Collier Financial | 4,520 | $204K | 0.2% | N/A | 0.066% | |
1/28/2025 | Kestra Private Wealth Services LLC | 27,548 | $1.25M | 0.0% | -8.4% | 0.405% | |
1/28/2025 | Kingsview Wealth Management LLC | 31,052 | $1.40M | 0.0% | -11.0% | 0.457% | |
1/24/2025 | Clear Creek Financial Management LLC | 14,661 | $663K | 0.1% | +9.3% | 0.216% | |
1/23/2025 | SteelPeak Wealth LLC | 5,850 | $265K | 0.0% | -17.4% | 0.086% | |
1/21/2025 | Flagship Harbor Advisors LLC | 6,937 | $314K | 0.0% | N/A | 0.102% | |
11/15/2024 | LRI Investments LLC | 3,855 | $181K | 0.0% | N/A | 0.057% | |
11/15/2024 | MML Investors Services LLC | 5,804 | $264K | 0.0% | +13.0% | 0.085% | |
11/15/2024 | Jane Street Group LLC | 120,966 | $5.50M | 0.0% | +813.4% | 1.779% | |
11/15/2024 | Stifel Financial Corp | 27,216 | $1.24M | 0.0% | +4.0% | 0.400% | |
11/15/2024 | IHT Wealth Management LLC | 6,207 | $282K | 0.0% | +5.7% | 0.091% | |
11/15/2024 | HighTower Advisors LLC | 6,011 | $273K | 0.0% | +5.9% | 0.088% | |
11/14/2024 | Flow Traders U.S. LLC | 7,879 | $358K | 0.0% | N/A | 0.116% | |
11/14/2024 | Captrust Financial Advisors | 8,926 | $406K | 0.0% | -2.7% | 0.131% | |
11/14/2024 | Rockefeller Capital Management L.P. | 10,957 | $499K | 0.0% | N/A | 0.161% | |
11/13/2024 | Glenmede Trust Co. NA | 3,000 | $136K | 0.0% | N/A | 0.044% | |
11/13/2024 | Bank of Montreal Can | 90,227 | $4.11M | 0.0% | +5,755.1% | 1.327% | |
11/13/2024 | Diversified LLC | 7,763 | $353K | 0.0% | -8.2% | 0.114% | |
11/12/2024 | Kingsview Wealth Management LLC | 34,894 | $1.59M | 0.0% | +53.2% | 0.513% | |
11/5/2024 | Apollon Wealth Management LLC | 5,432 | $247K | 0.0% | N/A | 0.080% | |
11/4/2024 | Sigma Planning Corp | 8,344 | $380K | 0.0% | -12.3% | 0.123% | |
11/1/2024 | Carson Advisory Inc. | 9,155 | $417K | 0.3% | +7.0% | 0.135% | |
10/29/2024 | Indie Asset Partners LLC | 32,048 | $1.46M | 1.1% | +37.1% | 0.471% | |
10/29/2024 | Clear Creek Financial Management LLC | 13,414 | $610K | 0.1% | +6.3% | 0.197% | |
10/25/2024 | SteelPeak Wealth LLC | 7,080 | $322K | 0.0% | +9.6% | 0.104% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 8,483 | $386K | 0.0% | +89.2% | 0.125% | |
10/22/2024 | Private Advisor Group LLC | 16,559 | $753K | 0.0% | +16.7% | 0.244% | |
10/9/2024 | Pacific Sun Financial Corp | 11,890 | $541K | 0.3% | -3.3% | 0.175% | |
10/4/2024 | Thrive Wealth Management LLC | 5,273 | $240K | 0.0% | +21.8% | 0.078% | |
8/22/2024 | Cetera Investment Advisers | 46,966 | $2.23M | 0.0% | +4.7% | 0.691% | |
8/16/2024 | Sunbelt Securities Inc. | 5,820 | $276K | 0.0% | +9,600.0% | 0.086% | |
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8/14/2024 | Semmax Financial Advisors Inc. | 1,040 | $45K | 0.0% | N/A | 0.015% | |
8/9/2024 | Abound Wealth Management | 2,015 | $96K | 0.0% | N/A | 0.030% | |
8/7/2024 | Carson Advisory Inc. | 8,557 | $406K | 0.3% | N/A | 0.126% | |
8/5/2024 | Private Advisor Group LLC | 14,193 | $674K | 0.0% | +32.3% | 0.209% | |
8/2/2024 | Evermay Wealth Management LLC | 1,200 | $57K | 0.0% | N/A | 0.018% | |
7/31/2024 | Commonwealth Equity Services LLC | 61,426 | $2.92M | 0.0% | +351.7% | 0.903% | |
7/30/2024 | International Assets Investment Management LLC | 573 | $27K | 0.0% | N/A | 0.008% | |
7/26/2024 | Members Advisory Group LLC | 24,255 | $1.15M | 0.6% | N/A | 0.357% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 30,399 | $1.44M | 0.0% | +25.1% | 0.447% | |
7/25/2024 | Clear Creek Financial Management LLC | 12,617 | $599K | 0.1% | +23.2% | 0.186% | |