5/20/2025 | Focus Partners Wealth | 236,017 | $14.00M | 0.0% | +305.5% | 3.211% | |
5/16/2025 | Jones Financial Companies Lllp | 60,865 | $3.61M | 0.0% | +1,141.9% | 0.828% | |
5/15/2025 | EP Wealth Advisors LLC | 35,204 | $2.09M | 0.0% | -8.3% | 0.479% | |
5/15/2025 | Royal Bank of Canada | 110,414 | $6.55M | 0.0% | -5.3% | 1.502% | |
5/14/2025 | Wealth Preservation Advisors LLC | 480 | $28K | 0.0% | N/A | 0.007% | |
5/14/2025 | Smartleaf Asset Management LLC | 2,420 | $143K | 0.0% | +27.7% | 0.033% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 45,952 | $2.73M | 0.0% | -47.9% | 0.625% | |
5/14/2025 | Kestra Advisory Services LLC | 42,972 | $2.55M | 0.0% | +2.0% | 0.585% | |
5/14/2025 | Summit Financial LLC | 3,672 | $218K | 0.0% | N/A | 0.050% | |
5/13/2025 | Raymond James Financial Inc. | 144,332 | $8.56M | 0.0% | -3.3% | 1.964% | |
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5/9/2025 | PNC Financial Services Group Inc. | 519 | $31K | 0.0% | N/A | 0.007% | |
5/8/2025 | Brentview Investment Management LLC | 1,000 | $59K | 0.0% | N/A | 0.014% | |
5/7/2025 | LPL Financial LLC | 150,439 | $8.92M | 0.0% | +12.9% | 2.047% | |
5/6/2025 | Cetera Investment Advisers | 46,677 | $2.77M | 0.0% | +12.3% | 0.635% | |
5/6/2025 | Avantax Advisory Services Inc. | 64,446 | $3.82M | 0.0% | +0.3% | 0.877% | |
5/6/2025 | Abel Hall LLC | 4,208 | $250K | 0.2% | +26.9% | 0.057% | |
5/2/2025 | Sigma Planning Corp | 7,051 | $418K | 0.0% | +58.4% | 0.100% | |
5/1/2025 | LRI Investments LLC | 17,976 | $1.07M | 0.1% | -1.2% | 0.255% | |
5/1/2025 | Asset Dedication LLC | 5,713 | $339K | 0.0% | +5,501.0% | 0.081% | |
5/1/2025 | CWM LLC | 3,942 | $234K | 0.0% | +6.7% | 0.056% | |
4/30/2025 | Christopher J. Hasenberg Inc | 2,545 | $151K | 0.1% | -96.5% | 0.036% | |
4/30/2025 | Blackhawk Capital Partners LLC. | 3,450 | $205K | 0.1% | -57.0% | 0.049% | |
4/30/2025 | Black Diamond Financial LLC | 15,843 | $939K | 0.1% | +38.5% | 0.225% | |
4/29/2025 | Envestnet Asset Management Inc. | 9,406 | $558K | 0.0% | +7.7% | 0.133% | |
4/29/2025 | Viewpoint Capital Management LLC | 45,397 | $2.69M | 1.4% | -1.5% | 0.644% | |
4/29/2025 | VAUGHAN & Co SECURITIES INC. | 265,688 | $15.76M | 9.8% | +2.0% | 3.769% | |
4/28/2025 | D.A. Davidson & CO. | 18,611 | $1.10M | 0.0% | +7.8% | 0.264% | |
4/28/2025 | Lansing Street Advisors | 4,155 | $246K | 0.1% | N/A | 0.059% | |
4/25/2025 | Mather Group LLC. | 827 | $49K | 0.0% | +275.9% | 0.012% | |
4/23/2025 | Perigon Wealth Management LLC | 4,051 | $240K | 0.0% | N/A | 0.057% | |
4/22/2025 | Rodgers & Associates LTD | 31,690 | $1.88M | 0.2% | -3.1% | 0.450% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 34,891 | $2.07M | 0.0% | +2.2% | 0.495% | |
4/22/2025 | Madison Wealth Partners Inc | 5,123 | $304K | 0.1% | -8.7% | 0.073% | |
4/21/2025 | Jim Saulnier & Associates LLC | 10,602 | $629K | 0.5% | +4.0% | 0.150% | |
4/17/2025 | Janney Montgomery Scott LLC | 14,569 | $864K | 0.0% | -1.5% | 0.207% | |
4/17/2025 | Pacific Sun Financial Corp | 10,199 | $605K | 0.3% | -2.9% | 0.145% | |
4/16/2025 | Steele Capital Management Inc. | 186,326 | $11.05M | 0.6% | +0.1% | 2.643% | |
4/16/2025 | Kelly Financial Group LLC | 6,644 | $394K | 0.1% | N/A | 0.094% | |
4/15/2025 | Ipsen Advisor Group LLC | 54,531 | $3.23M | 2.8% | +0.9% | 0.773% | |
4/10/2025 | Matrix Trust Co | 186,326 | $11.05M | 1.9% | +0.1% | 2.662% | |
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4/9/2025 | Merit Financial Group LLC | 9,165 | $544K | 0.0% | -20.0% | 0.131% | |
4/9/2025 | NBC Securities Inc. | 4,725 | $280K | 0.0% | +118,025.0% | 0.068% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,765 | $619K | 0.0% | +8.5% | 0.139% | |
2/17/2025 | Stuart Chaussee & Associates Inc. | 800 | $51K | 0.0% | N/A | 0.012% | |
2/17/2025 | Focus Partners Wealth | 58,197 | $3.69M | 0.0% | N/A | 0.837% | |
2/17/2025 | EP Wealth Advisors LLC | 38,395 | $2.44M | 0.0% | +11.4% | 0.552% | |
2/17/2025 | Cetera Investment Advisers | 41,557 | $2.64M | 0.0% | +0.9% | 0.598% | |
2/17/2025 | Captrust Financial Advisors | 40,270 | $2.55M | 0.0% | +23.5% | 0.579% | |
2/17/2025 | Bank of America Corp DE | 156,302 | $9.91M | 0.0% | +0.5% | 2.249% | |
2/17/2025 | Ameriprise Financial Inc. | 38,566 | $2.45M | 0.0% | +2.0% | 0.555% | |
2/14/2025 | Prosperity Consulting Group LLC | 46,664 | $2.96M | 0.2% | -2.0% | 0.671% | |
2/14/2025 | IHT Wealth Management LLC | 27,059 | $1.72M | 0.1% | -33.0% | 0.389% | |
2/14/2025 | Stifel Financial Corp | 3,691 | $234K | 0.0% | N/A | 0.053% | |
2/13/2025 | Mariner LLC | 11,976 | $759K | 0.0% | -26.6% | 0.172% | |
2/13/2025 | Envestnet Asset Management Inc. | 8,735 | $554K | 0.0% | -7.7% | 0.126% | |
2/13/2025 | Wells Fargo & Company MN | 91,676 | $5.81M | 0.0% | -9.0% | 1.319% | |
2/12/2025 | OLD Mission Capital LLC | 7,156 | $454K | 0.0% | -62.0% | 0.103% | |
2/12/2025 | JPMorgan Chase & Co. | 42,750 | $2.71M | 0.0% | +6.7% | 0.615% | |
2/12/2025 | Ipsen Advisor Group LLC | 54,064 | $3.43M | 2.9% | N/A | 0.778% | |
2/11/2025 | LPL Financial LLC | 133,240 | $8.45M | 0.0% | +57.9% | 1.917% | |
2/10/2025 | Axxcess Wealth Management LLC | 4,812 | $305K | 0.0% | N/A | 0.069% | |
2/10/2025 | Harbour Investments Inc. | 2,500 | $159K | 0.0% | -7.4% | 0.036% | |
2/10/2025 | Commonwealth Equity Services LLC | 37,357 | $2.37M | 0.0% | +11.7% | 0.538% | |
2/10/2025 | Avantax Advisory Services Inc. | 64,233 | $4.07M | 0.0% | +1.3% | 0.924% | |
2/6/2025 | Raymond James Financial Inc. | 149,196 | $9.46M | 0.0% | N/A | 2.147% | |
2/6/2025 | Unified Investment Management | 4,047 | $257K | 0.3% | N/A | 0.058% | |
2/6/2025 | Jones Financial Companies Lllp | 4,901 | $311K | 0.0% | +150.6% | 0.071% | |
2/4/2025 | Blackhawk Capital Partners LLC. | 8,028 | $509K | 0.3% | N/A | 0.116% | |
2/4/2025 | Black Diamond Financial LLC | 11,441 | $725K | 0.1% | +2.3% | 0.165% | |
2/4/2025 | MONECO Advisors LLC | 6,599 | $418K | 0.0% | +7.3% | 0.095% | |
2/3/2025 | Transcend Capital Advisors LLC | 5,727 | $363K | 0.0% | -2.8% | 0.082% | |
2/3/2025 | Pacific Sun Financial Corp | 10,499 | $666K | 0.4% | -4.2% | 0.151% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,286 | $272K | 0.0% | N/A | 0.062% | |
1/31/2025 | Steele Capital Management Inc. | 186,096 | $11.80M | 0.6% | -0.1% | 2.678% | |
1/31/2025 | Key Financial Inc | 8,486 | $538K | 0.1% | +24.3% | 0.122% | |
1/30/2025 | Principal Securities Inc. | 2,565 | $163K | 0.0% | -20.1% | 0.037% | |
1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,286 | $272K | 0.0% | N/A | 0.062% | |
1/27/2025 | VAUGHAN & Co SECURITIES INC. | 260,523 | $16.52M | 10.0% | -1.2% | 3.749% | |
1/24/2025 | Panoramic Investment Advisors LLC | 13,702 | $869K | 0.6% | +1.7% | 0.197% | |
1/23/2025 | Abel Hall LLC | 3,316 | $210K | 0.1% | N/A | 0.048% | |
1/22/2025 | Jim Saulnier & Associates LLC | 10,190 | $646K | 0.6% | +26.2% | 0.147% | |
1/21/2025 | Rodgers & Associates LTD | 32,691 | $2.07M | 0.2% | +1.3% | 0.470% | |
1/17/2025 | Janney Montgomery Scott LLC | 14,791 | $938K | 0.0% | +9.8% | 0.213% | |
1/15/2025 | Merit Financial Group LLC | 11,452 | $726K | 0.0% | -13.0% | 0.165% | |
1/14/2025 | Christopher J. Hasenberg Inc | 73,669 | $4.67M | 1.9% | N/A | 1.060% | |
1/13/2025 | Matrix Trust Co | 186,096 | $11.80M | 2.1% | -0.1% | 2.678% | |
12/26/2024 | JPMorgan Chase & Co. | 40,071 | $2.54M | 0.0% | +125.0% | 0.577% | |
11/15/2024 | EP Wealth Advisors LLC | 34,477 | $2.19M | 0.0% | N/A | 0.496% | |
11/15/2024 | Jane Street Group LLC | 4,608 | $293K | 0.0% | -9.6% | 0.066% | |
11/15/2024 | IHT Wealth Management LLC | 40,396 | $2.55M | 0.1% | +69.6% | 0.581% | |
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11/14/2024 | Captrust Financial Advisors | 32,615 | $2.07M | 0.0% | -6.6% | 0.469% | |
11/13/2024 | FMR LLC | 3,992 | $253K | 0.0% | -10.9% | 0.057% | |
11/13/2024 | D.A. Davidson & CO. | 17,132 | $1.09M | 0.0% | +1.1% | 0.247% | |
11/12/2024 | Jim Saulnier & Associates LLC | 8,074 | $513K | 0.5% | N/A | 0.116% | |
11/8/2024 | Steele Capital Management Inc. | 186,308 | $11.90M | 0.6% | -2.2% | 2.681% | |
11/4/2024 | Ashton Thomas Securities LLC | 3,650 | $232K | 0.0% | +43.1% | 0.053% | |
10/29/2024 | Janney Montgomery Scott LLC | 13,469 | $855K | 0.0% | -4.7% | 0.194% | |
10/29/2024 | Key Financial Inc | 6,826 | $433K | 0.1% | +5.2% | 0.098% | |
10/29/2024 | Sage Financial Group Inc. | 3,413 | $217K | 0.0% | N/A | 0.049% | |
10/29/2024 | Chicago Partners Investment Group LLC | 49,798 | $3.14M | 0.1% | -5.7% | 0.717% | |