8/4/2025 | Spire Wealth Management | 32,184 | $1.71M | 0.1% | +1.4% | 0.179% | |
8/1/2025 | Petra Financial Advisors Inc. | 28,215 | $1.50M | 1.0% | +62.4% | 0.157% | |
8/1/2025 | GWN Securities Inc. | 3,998 | $213K | 0.0% | N/A | 0.022% | |
8/1/2025 | Envestnet Asset Management Inc. | 9,075 | $483K | 0.0% | +51.5% | 0.050% | |
7/31/2025 | Rational Advisors Inc. | 7,816 | $416K | 0.0% | -9.9% | 0.043% | |
7/31/2025 | City State Bank | 7,899 | $420K | 0.1% | -8.0% | 0.044% | |
7/29/2025 | Chicago Partners Investment Group LLC | 14,467 | $764K | 0.0% | -1.4% | 0.080% | |
7/29/2025 | Koa Wealth Management LLC | 26,804 | $1.43M | 1.1% | -1.2% | 0.149% | |
7/28/2025 | Private Wealth Asset Management LLC | 555 | $30K | 0.0% | N/A | 0.003% | |
7/28/2025 | Harbour Investments Inc. | 2,065 | $110K | 0.0% | +30.4% | 0.011% | |
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7/28/2025 | Moran Wealth Management LLC | 11,011 | $586K | 0.0% | +84.5% | 0.061% | |
7/25/2025 | Ellis Investment Partners LLC | 14,944 | $795K | 0.2% | +1.5% | 0.083% | |
7/25/2025 | Retirement Planning Group LLC NY | 3,921 | $209K | 0.2% | N/A | 0.022% | |
7/24/2025 | Capital Advisors Ltd. LLC | 1,752 | $93K | 0.0% | +79.7% | 0.010% | |
7/23/2025 | Valmark Advisers Inc. | 3,780 | $201K | 0.0% | N/A | 0.021% | |
7/23/2025 | Nelson Capital Management LLC | 89,866 | $4.78M | 0.6% | +2.1% | 0.499% | |
7/22/2025 | Valeo Financial Advisors LLC | 3,928 | $209K | 0.0% | N/A | 0.022% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 29,430 | $1.57M | 0.0% | +48.7% | 0.164% | |
7/21/2025 | Ameritas Advisory Services LLC | 753 | $40K | 0.0% | N/A | 0.004% | |
7/21/2025 | Warner Financial Inc. | 6,747 | $359K | 0.1% | -19.3% | 0.037% | |
7/18/2025 | PFG Investments LLC | 3,845 | $205K | 0.0% | N/A | 0.021% | |
7/18/2025 | Truist Financial Corp | 14,073 | $749K | 0.0% | +9.6% | 0.078% | |
7/17/2025 | Janney Montgomery Scott LLC | 4,708 | $251K | 0.0% | N/A | 0.026% | |
7/17/2025 | Fifth Third Securities Inc. | 4,855 | $258K | 0.0% | +9.2% | 0.027% | |
7/16/2025 | Rainier Family Wealth Inc. | 17,896 | $952K | 1.0% | N/A | 0.100% | |
7/15/2025 | Cora Capital Advisors LLC | 21,228 | $1.13M | 0.5% | -2.2% | 0.119% | |
7/15/2025 | BostonPremier Wealth LLC | 4,370 | $233K | 0.1% | -93.9% | 0.024% | |
7/15/2025 | North Star Investment Management Corp. | 1,120 | $60K | 0.0% | +1,020.0% | 0.006% | |
7/11/2025 | Farther Finance Advisors LLC | 2,378 | $127K | 0.0% | +23.3% | 0.013% | |
7/11/2025 | Silver Oak Securities Incorporated | 8,533 | $454K | 0.0% | +5.3% | 0.048% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 8,763 | $471K | 0.0% | +25.2% | 0.049% | |
7/9/2025 | Krilogy Financial LLC | 33,169 | $1.77M | 0.1% | +7.5% | 0.185% | |
7/9/2025 | Bulwark Capital Corp | 11,976 | $637K | 0.5% | N/A | 0.067% | |
7/7/2025 | Centurion Wealth Management LLC | 88,568 | $4.71M | 1.4% | +22.3% | 0.495% | |
5/28/2025 | Intrua Financial LLC | 21,666 | $1.02M | 0.1% | +18.2% | 0.115% | |
5/20/2025 | Integrity Alliance LLC. | 4,500 | $211K | 0.0% | N/A | 0.024% | |
5/19/2025 | Jane Street Group LLC | 48,008 | $2.26M | 0.0% | N/A | 0.255% | |
5/16/2025 | Arete Wealth Advisors LLC | 6,230 | $293K | 0.0% | -40.2% | 0.033% | |
5/16/2025 | Goldman Sachs Group Inc. | 52,553 | $2.47M | 0.0% | +63.4% | 0.294% | |
5/16/2025 | Jones Financial Companies Lllp | 6,521 | $306K | 0.0% | -75.8% | 0.035% | |
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5/16/2025 | NewEdge Advisors LLC | 8,318 | $391K | 0.0% | +4.9% | 0.044% | |
5/16/2025 | Integrated Wealth Concepts LLC | 6,085 | $286K | 0.0% | -70.0% | 0.032% | |
5/16/2025 | Aprio Wealth Management LLC | 70,565 | $3.32M | 0.4% | -0.9% | 0.374% | |
5/16/2025 | 1 North Wealth Services LLC | 42,103 | $1.98M | 0.9% | -10.1% | 0.223% | |
5/15/2025 | Royal Bank of Canada | 111,056 | $5.22M | 0.0% | -2.8% | 0.589% | |
5/15/2025 | Titleist Asset Management LLC | 11,755 | $552K | 0.1% | -35.3% | 0.062% | |
5/15/2025 | Baird Financial Group Inc. | 34,568 | $1.62M | 0.0% | +7.1% | 0.183% | |
5/15/2025 | OLD Mission Capital LLC | 24,317 | $1.14M | 0.0% | N/A | 0.129% | |
5/14/2025 | Valley Financial Group Inc. | 7,508 | $353K | 0.2% | -7.4% | 0.040% | |
5/14/2025 | Ieq Capital LLC | 8,880 | $417K | 0.0% | N/A | 0.047% | |
5/14/2025 | WCG Wealth Advisors LLC | 22,721 | $1.07M | 0.1% | -1.1% | 0.121% | |
5/14/2025 | Comerica Bank | 10,820 | $508K | 0.0% | +3,670.0% | 0.057% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 9,262 | $435K | 0.0% | +29.0% | 0.049% | |
5/13/2025 | Watts Gwilliam & Co. LLC | 44,978 | $2.11M | 0.5% | +0.7% | 0.239% | |
5/13/2025 | HighTower Advisors LLC | 126,341 | $5.94M | 0.0% | +5.0% | 0.670% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,799 | $322K | 0.0% | +12.1% | 0.036% | |
5/12/2025 | Koa Wealth Management LLC | 27,122 | $1.27M | 1.0% | +47.0% | 0.144% | |
5/12/2025 | AlphaCore Capital LLC | 1,100 | $52K | 0.0% | N/A | 0.006% | |
5/9/2025 | Chicago Partners Investment Group LLC | 14,667 | $737K | 0.0% | N/A | 0.077% | |
5/9/2025 | Wharton Business Group LLC | 318,390 | $14.96M | 0.7% | +7.1% | 1.676% | |
5/9/2025 | PNC Financial Services Group Inc. | 5,231 | $246K | 0.0% | +12.3% | 0.028% | |
5/8/2025 | Harbour Investments Inc. | 1,583 | $74K | 0.0% | +127.1% | 0.008% | |
5/8/2025 | Portland Financial Advisors Inc | 6,080 | $286K | 0.7% | -7.0% | 0.032% | |
5/7/2025 | Mackenzie Financial Corp | 6,140 | $288K | 0.0% | -3.6% | 0.032% | |
5/7/2025 | LPL Financial LLC | 318,148 | $14.95M | 0.0% | -8.8% | 1.674% | |
5/7/2025 | HB Wealth Management LLC | 21,023 | $988K | 0.0% | N/A | 0.111% | |
5/6/2025 | Cetera Investment Advisers | 24,325 | $1.14M | 0.0% | +3.1% | 0.128% | |
5/6/2025 | Triumph Capital Management | 6,988 | $328K | 0.1% | -15.4% | 0.037% | |
5/6/2025 | Nelson Capital Management LLC | 88,000 | $4.13M | 0.7% | +6.9% | 0.463% | |
5/5/2025 | IFP Advisors Inc | 1,921 | $90K | 0.0% | -14.4% | 0.010% | |
5/5/2025 | Fountainhead AM LLC | 7,802 | $367K | 0.1% | -6.8% | 0.041% | |
5/5/2025 | Csenge Advisory Group | 35,523 | $1.64M | 0.1% | +4.4% | 0.187% | |
5/5/2025 | Private Advisor Group LLC | 6,230 | $293K | 0.0% | +10.8% | 0.033% | |
5/2/2025 | Mountain Hill Investment Partners Corp. | 79,320 | $3.73M | 3.6% | -0.5% | 0.417% | |
5/1/2025 | CWM LLC | 13,605 | $639K | 0.0% | +28.5% | 0.072% | |
5/1/2025 | Rational Advisors Inc. | 8,679 | $408K | 0.0% | +12.5% | 0.046% | |
5/1/2025 | Fifth Third Securities Inc. | 4,445 | $209K | 0.0% | N/A | 0.023% | |
5/1/2025 | Crosspoint Financial LLC | 50,937 | $2.39M | 6.9% | N/A | 0.268% | |
4/29/2025 | Silver Oak Securities Incorporated | 8,107 | $386K | 0.0% | N/A | 0.043% | |
4/28/2025 | Detalus Advisors LLC | 4,514 | $212K | 0.1% | -4.7% | 0.024% | |
4/23/2025 | Penobscot Investment Management Company Inc. | 9,508 | $447K | 0.0% | -4.5% | 0.050% | |
4/23/2025 | Spire Wealth Management | 31,747 | $1.49M | 0.0% | +3.5% | 0.167% | |
4/23/2025 | Moran Wealth Management LLC | 5,967 | $280K | 0.0% | N/A | 0.031% | |
4/22/2025 | Petra Financial Advisors Inc. | 17,372 | $816K | 0.7% | +15.2% | 0.091% | |
4/21/2025 | BostonPremier Wealth LLC | 71,199 | $3.35M | 2.1% | -1.1% | 0.375% | |
4/21/2025 | Warner Financial Inc. | 8,365 | $393K | 0.2% | -3.8% | 0.044% | |
4/17/2025 | Sowell Financial Services LLC | 5,133 | $241K | 0.0% | N/A | 0.027% | |
4/16/2025 | Krilogy Financial LLC | 30,853 | $1.45M | 0.1% | +198.5% | 0.162% | |
4/15/2025 | Capital Advisors Ltd. LLC | 975 | $46K | 0.0% | N/A | 0.005% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 19,797 | $930K | 0.0% | -4.2% | 0.104% | |
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4/11/2025 | City State Bank | 8,584 | $403K | 0.1% | +5.4% | 0.045% | |
4/11/2025 | Cora Capital Advisors LLC | 21,701 | $1.02M | 0.5% | -10.4% | 0.114% | |
4/10/2025 | Naples Global Advisors LLC | 15,310 | $719K | 0.1% | +70.4% | 0.080% | |
4/9/2025 | Roxbury Financial LLC | 1,908 | $93K | 0.1% | +24.6% | 0.010% | |
3/24/2025 | Mascagni Wealth Management Inc. | 5,436 | $265K | 0.2% | N/A | 0.028% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,942 | $339K | 0.0% | N/A | 0.036% | |
3/12/2025 | Centaurus Financial Inc. | 12,467 | $608K | 0.0% | -20.7% | 0.065% | |
2/20/2025 | Mackenzie Financial Corp | 6,370 | $311K | 0.0% | -31.9% | 0.035% | |
2/19/2025 | Retirement Planning Group LLC NY | 4,371 | $213K | 0.2% | N/A | 0.024% | |
2/19/2025 | WCG Wealth Advisors LLC | 22,985 | $1.12M | 0.1% | +3.2% | 0.128% | |