8/19/2025 | Advisory Services Network LLC | 45,910 | $2.87M | 0.0% | N/A | 0.585% | |
8/18/2025 | Geneos Wealth Management Inc. | 7,255 | $445K | 0.0% | +98.3% | 0.092% | |
8/15/2025 | Captrust Financial Advisors | 29,604 | $1.82M | 0.0% | -12.1% | 0.377% | |
8/15/2025 | Smartleaf Asset Management LLC | 2,621 | $161K | 0.0% | +8.3% | 0.033% | |
8/15/2025 | IHT Wealth Management LLC | 27,555 | $1.69M | 0.0% | +2.1% | 0.351% | |
8/15/2025 | EP Wealth Advisors LLC | 33,839 | $2.08M | 0.0% | -3.9% | 0.431% | |
8/15/2025 | Bank of America Corp DE | 162,873 | $10.00M | 0.0% | +9.4% | 2.075% | |
8/15/2025 | Ameriprise Financial Inc. | 50,332 | $3.23M | 0.0% | +49.6% | 0.641% | |
8/14/2025 | Raymond James Financial Inc. | 129,154 | $7.93M | 0.0% | -10.5% | 1.645% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 45,399 | $2.79M | 0.0% | -1.2% | 0.578% | |
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8/12/2025 | Laurel Wealth Advisors LLC | 51,568 | $3.17M | 0.0% | +6,039.0% | 0.657% | |
8/12/2025 | JPMorgan Chase & Co. | 62,117 | $3.81M | 0.0% | +9.0% | 0.791% | |
8/8/2025 | Avantax Advisory Services Inc. | 64,197 | $3.94M | 0.0% | -0.4% | 0.828% | |
8/8/2025 | Cetera Investment Advisers | 47,268 | $2.90M | 0.0% | +1.3% | 0.610% | |
8/8/2025 | Creative Planning | 4,955 | $304K | 0.0% | +20.5% | 0.064% | |
8/8/2025 | PNC Financial Services Group Inc. | 870 | $53K | 0.0% | +67.6% | 0.011% | |
8/6/2025 | Ipsen Advisor Group LLC | 56,034 | $3.44M | 2.6% | +2.8% | 0.723% | |
8/5/2025 | Prosperity Consulting Group LLC | 44,190 | $2.71M | 0.2% | -5.4% | 0.570% | |
8/5/2025 | Key Financial Inc | 9,311 | $572K | 0.1% | +8.6% | 0.120% | |
8/5/2025 | Bank of Montreal Can | 450 | $29K | 0.0% | N/A | 0.006% | |
8/4/2025 | Jim Saulnier & Associates LLC | 10,075 | $619K | 0.4% | -5.0% | 0.130% | |
8/4/2025 | World Investment Advisors | 3,356 | $206K | 0.0% | N/A | 0.043% | |
8/1/2025 | GWN Securities Inc. | 5,038 | $310K | 0.1% | +12.6% | 0.065% | |
8/1/2025 | Envestnet Asset Management Inc. | 60,270 | $3.70M | 0.0% | +540.8% | 0.778% | |
7/30/2025 | Black Diamond Financial LLC | 10,574 | $649K | 0.1% | -33.3% | 0.136% | |
7/30/2025 | D.A. Davidson & CO. | 19,318 | $1.19M | 0.0% | +3.8% | 0.249% | |
7/29/2025 | Madison Wealth Partners Inc | 5,307 | $326K | 0.1% | +3.6% | 0.068% | |
7/29/2025 | Rodgers & Associates LTD | 43,078 | $2.65M | 0.3% | +35.9% | 0.556% | |
7/29/2025 | Private Trust Co. NA | 467 | $29K | 0.0% | -66.8% | 0.006% | |
7/25/2025 | Courage Miller Partners LLC | 9,904 | $608K | 0.2% | -3.2% | 0.128% | |
7/25/2025 | CWM LLC | 3,642 | $224K | 0.0% | -7.6% | 0.047% | |
7/24/2025 | rebel Financial LLC | 6,379 | $392K | 0.2% | N/A | 0.082% | |
7/23/2025 | Lansing Street Advisors | 5,561 | $341K | 0.1% | +33.8% | 0.072% | |
7/23/2025 | Abel Hall LLC | 10,652 | $654K | 0.3% | +153.1% | 0.137% | |
7/22/2025 | VAUGHAN & Co SECURITIES INC. | 281,895 | $17.31M | 9.9% | +6.1% | 3.637% | |
7/17/2025 | Janney Montgomery Scott LLC | 14,226 | $873K | 0.0% | -2.4% | 0.184% | |
7/16/2025 | Perigon Wealth Management LLC | 4,355 | $267K | 0.0% | +7.5% | 0.056% | |
7/15/2025 | Kelly Financial Group LLC | 7,780 | $478K | 0.1% | +17.1% | 0.100% | |
7/14/2025 | Matrix Trust Co | 189,512 | $11.63M | 1.9% | +1.7% | 2.461% | |
7/10/2025 | Exchange Traded Concepts LLC | 317,150 | $19.47M | 0.2% | N/A | 4.146% | |
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7/8/2025 | Rise Advisors LLC | 411 | $25K | 0.0% | -37.4% | 0.005% | |
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% | |
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% | |
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% | |
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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% | |