5/20/2025 | Glenview Trust co | 3,659 | $337K | 0.0% | -5.5% | 0.038% | |
5/19/2025 | Jane Street Group LLC | 2,700 | $249K | 0.0% | N/A | 0.028% | |
5/16/2025 | Jones Financial Companies Lllp | 449,352 | $41.36M | 0.0% | +18,756.6% | 4.609% | |
5/16/2025 | Aberdeen Wealth Management LLC | 120,957 | $11.13M | 7.6% | -1.8% | 1.241% | |
5/15/2025 | Royal Bank of Canada | 5,699 | $525K | 0.0% | -5.9% | 0.058% | |
5/15/2025 | WPG Advisers LLC | 325 | $30K | 0.0% | N/A | 0.003% | |
5/14/2025 | Comerica Bank | 5,384 | $496K | 0.0% | +1,277.0% | 0.055% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 129,352 | $11.91M | 0.0% | +10.7% | 1.327% | |
5/14/2025 | Kestra Advisory Services LLC | 70,516 | $6.49M | 0.0% | -0.9% | 0.723% | |
5/14/2025 | OFC Financial Planning LLC | 6,067 | $558K | 0.6% | -2.4% | 0.062% | |
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5/14/2025 | Compound Planning Inc. | 2,360 | $217K | 0.0% | N/A | 0.024% | |
5/13/2025 | Raymond James Financial Inc. | 193,943 | $17.85M | 0.0% | +0.9% | 1.989% | |
5/12/2025 | Virtu Financial LLC | 9,916 | $913K | 0.0% | +284.5% | 0.102% | |
5/9/2025 | Atria Wealth Solutions Inc. | 4,347 | $400K | 0.0% | +6.7% | 0.045% | |
5/9/2025 | Blair William & Co. IL | 2,273 | $209K | 0.0% | +62.4% | 0.023% | |
5/9/2025 | Manchester Capital Management LLC | 2,500 | $230K | 0.0% | -37.3% | 0.026% | |
5/8/2025 | US Bancorp DE | 343 | $32K | 0.0% | N/A | 0.004% | |
5/8/2025 | Shufro Rose & Co. LLC | 9,210 | $848K | 0.1% | +50.7% | 0.094% | |
5/8/2025 | Eastern Bank | 1,005 | $93K | 0.0% | -25.0% | 0.010% | |
5/7/2025 | Lutz Financial Services LLC | 118,395 | $10.90M | 0.9% | -2.9% | 1.214% | |
5/7/2025 | Passive Capital Management LLC. | 4,026 | $371K | 0.1% | N/A | 0.041% | |
5/7/2025 | LPL Financial LLC | 99,822 | $9.19M | 0.0% | +8.7% | 1.024% | |
5/6/2025 | Cetera Investment Advisers | 21,529 | $1.98M | 0.0% | +58.0% | 0.221% | |
5/6/2025 | American Financial & Tax Strategies Inc. | 13,469 | $1.24M | 0.7% | -9.6% | 0.138% | |
5/6/2025 | Choreo LLC | 2,467 | $227K | 0.0% | N/A | 0.025% | |
5/6/2025 | PFG Advisors | 11,163 | $1.03M | 0.1% | -17.9% | 0.114% | |
5/5/2025 | Horizon Investment Services LLC | 11,993 | $1.10M | 0.5% | +45.6% | 0.123% | |
5/5/2025 | Stordahl Capital Management Inc. | 168,447 | $15.50M | 3.7% | +2.1% | 1.728% | |
5/5/2025 | Private Advisor Group LLC | 18,428 | $1.70M | 0.0% | -8.5% | 0.189% | |
5/2/2025 | Trail Ridge Investment Advisors LLC | 3,634 | $334K | 0.2% | -3.2% | 0.038% | |
5/2/2025 | Sigma Planning Corp | 2,944 | $271K | 0.0% | N/A | 0.031% | |
5/1/2025 | Asset Dedication LLC | 730 | $67K | 0.0% | -67.0% | 0.008% | |
4/30/2025 | Christopher J. Hasenberg Inc | 1,433 | $132K | 0.1% | -96.8% | 0.015% | |
4/30/2025 | Allworth Financial LP | 38,090 | $3.36M | 0.0% | -0.7% | 0.395% | |
4/29/2025 | Envestnet Asset Management Inc. | 17,840 | $1.64M | 0.0% | +40.5% | 0.185% | |
4/29/2025 | Ifrah Financial Services Inc. | 4,371 | $402K | 0.1% | -3.3% | 0.045% | |
4/29/2025 | Summit Financial Consulting LLC | 3,113 | $287K | 0.3% | N/A | 0.032% | |
4/28/2025 | Mutual Advisors LLC | 2,281 | $200K | 0.0% | -13.9% | 0.024% | |
4/28/2025 | Private Trust Co. NA | 450 | $41K | 0.0% | N/A | 0.005% | |
4/28/2025 | Keybank National Association OH | 10,232 | $942K | 0.0% | -1.1% | 0.106% | |
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4/25/2025 | Sovran Advisors LLC | 4,875 | $416K | 0.1% | +5.3% | 0.051% | |
4/23/2025 | Valmark Advisers Inc. | 4,087 | $376K | 0.0% | -14.8% | 0.042% | |
4/23/2025 | Oppenheimer & Co. Inc. | 8,049 | $741K | 0.0% | -10.3% | 0.083% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 3,278 | $302K | 0.0% | -16.1% | 0.034% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 24,749 | $2.28M | 0.0% | -75.2% | 0.256% | |
4/16/2025 | Rockland Trust Co. | 800,625 | $73.69M | 3.7% | -0.2% | 8.297% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 2,584 | $238K | 0.0% | +12.9% | 0.027% | |
4/14/2025 | Octavia Wealth Advisors LLC | 186,696 | $17.18M | 2.1% | +5.4% | 1.935% | |
4/14/2025 | Miracle Mile Advisors LLC | 21,728 | $2M | 0.0% | -2.3% | 0.225% | |
4/9/2025 | Merit Financial Group LLC | 7,290 | $671K | 0.0% | +7.4% | 0.076% | |
4/8/2025 | Parallel Advisors LLC | 766 | $71K | 0.0% | N/A | 0.008% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 99,652 | $9.52M | 0.0% | +11.2% | 1.033% | |
3/13/2025 | Silver Oak Wealth Advisors Services LLC | 2,255 | $215K | 0.2% | N/A | 0.023% | |
2/25/2025 | Shufro Rose & Co. LLC | 6,110 | $584K | 0.0% | -2.4% | 0.064% | |
2/24/2025 | Ameriflex Group Inc. | 385 | $38K | 0.0% | N/A | 0.004% | |
2/18/2025 | Mosaic Family Wealth Partners LLC | 5,554 | $531K | 0.1% | +2.8% | 0.057% | |
2/17/2025 | Cetera Investment Advisers | 13,629 | $1.30M | 0.0% | +77.0% | 0.139% | |
2/17/2025 | Cary Street Partners Financial LLC | 3,466 | $331K | 0.0% | N/A | 0.035% | |
2/17/2025 | Bank of America Corp DE | 288,261 | $27.55M | 0.0% | +5.2% | 2.950% | |
2/14/2025 | Comerica Bank | 391 | $37K | 0.0% | -27.7% | 0.004% | |
2/14/2025 | IHT Wealth Management LLC | 3,941 | $377K | 0.0% | +2.7% | 0.040% | |
2/14/2025 | Stifel Financial Corp | 10,143 | $969K | 0.0% | N/A | 0.104% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,885 | $180K | 0.0% | -57.7% | 0.019% | |
2/13/2025 | Mariner LLC | 826,203 | $78.95M | 0.1% | -1.5% | 8.457% | |
2/13/2025 | Keystone Financial Group | 2,490 | $238K | 0.0% | N/A | 0.025% | |
2/13/2025 | Synovus Financial Corp | 2,223 | $213K | 0.0% | -49.9% | 0.023% | |
2/13/2025 | Raymond James Financial Inc. | 192,171 | $18.36M | 0.0% | N/A | 1.967% | |
2/13/2025 | Envestnet Asset Management Inc. | 12,695 | $1.21M | 0.0% | -6.7% | 0.130% | |
2/13/2025 | Wells Fargo & Company MN | 85,619 | $8.18M | 0.0% | +4.9% | 0.876% | |
2/12/2025 | Level Four Advisory Services LLC | 4,563 | $436K | 0.0% | +19.2% | 0.047% | |
2/12/2025 | Howe & Rusling Inc. | 1,326 | $127K | 0.0% | N/A | 0.014% | |
2/12/2025 | JPMorgan Chase & Co. | 23,522 | $2.25M | 0.0% | +2.9% | 0.241% | |
2/11/2025 | Crowley Wealth Management Inc. | 600 | $57K | 0.1% | N/A | 0.006% | |
2/11/2025 | LPL Financial LLC | 91,865 | $8.78M | 0.0% | +1.0% | 0.940% | |
2/11/2025 | Virtu Financial LLC | 2,579 | $246K | 0.0% | -85.6% | 0.026% | |
2/11/2025 | VSM Wealth Advisory LLC | 600 | $57K | 0.0% | N/A | 0.006% | |
2/10/2025 | Harbour Investments Inc. | 4,413 | $422K | 0.0% | -2.9% | 0.045% | |
2/10/2025 | Corient Private Wealth LLC | 4,311 | $412K | 0.0% | -11.3% | 0.044% | |
2/10/2025 | Phillips Financial Management LLC | 2,862 | $273K | 0.0% | -78.9% | 0.029% | |
2/10/2025 | Commonwealth Equity Services LLC | 49,613 | $4.74M | 0.0% | +21.2% | 0.508% | |
2/7/2025 | PFG Advisors | 13,589 | $1.30M | 0.1% | -1.1% | 0.139% | |
2/7/2025 | Independent Advisor Alliance | 13,397 | $1.28M | 0.0% | N/A | 0.137% | |
2/7/2025 | Naviter Wealth LLC | 6,851 | $655K | 0.1% | N/A | 0.070% | |
2/7/2025 | Rialto Wealth Management LLC | 1,347 | $129K | 0.0% | N/A | 0.014% | |
2/7/2025 | Larson Financial Group LLC | 976 | $93K | 0.0% | +3,966.7% | 0.010% | |
2/6/2025 | Raymond James Financial Inc. | 192,171 | $18.36M | 0.0% | N/A | 1.967% | |
2/6/2025 | Keybank National Association OH | 10,346 | $989K | 0.0% | -1.0% | 0.106% | |
2/6/2025 | Jones Financial Companies Lllp | 2,383 | $228K | 0.0% | +838.2% | 0.024% | |
2/5/2025 | Hanover Advisors Inc. | 5,231 | $500K | 0.2% | -13.1% | 0.054% | |
2/5/2025 | Oppenheimer & Co. Inc. | 8,971 | $857K | 0.0% | +4.5% | 0.092% | |
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2/4/2025 | Lutz Financial Services LLC | 121,897 | $11.65M | 0.9% | -0.7% | 1.248% | |
2/3/2025 | Private Advisor Group LLC | 20,148 | $1.93M | 0.0% | -6.7% | 0.206% | |
1/31/2025 | Global Retirement Partners LLC | 888 | $85K | 0.0% | +244.2% | 0.009% | |
1/31/2025 | Truist Financial Corp | 31,231 | $2.98M | 0.0% | +13.0% | 0.320% | |
1/31/2025 | Ifrah Financial Services Inc. | 4,519 | $432K | 0.1% | +97.3% | 0.046% | |
1/30/2025 | Allworth Financial LP | 38,351 | $3.82M | 0.0% | N/A | 0.393% | |
1/29/2025 | Sovran Advisors LLC | 4,629 | $448K | 0.1% | N/A | 0.047% | |
1/29/2025 | Savant Capital LLC | 43,183 | $4.13M | 0.0% | -2.5% | 0.442% | |
1/28/2025 | Newbridge Financial Services Group Inc. | 444 | $42K | 0.0% | N/A | 0.005% | |
1/28/2025 | Kingsview Wealth Management LLC | 2,301 | $220K | 0.0% | -10.2% | 0.024% | |