5/16/2025 | Raab & Moskowitz Asset Management LLC | 16,519 | $848K | 0.2% | N/A | 0.027% | |
5/16/2025 | NewEdge Advisors LLC | 6,224 | $319K | 0.0% | +71.4% | 0.010% | |
5/15/2025 | Royal Bank of Canada | 56,054 | $2.88M | 0.0% | -38.5% | 0.091% | |
5/15/2025 | MAI Capital Management | 10,273 | $527K | 0.0% | +17.8% | 0.017% | |
5/15/2025 | OLD Mission Capital LLC | 5,582 | $286K | 0.0% | N/A | 0.009% | |
5/14/2025 | Comerica Bank | 3,653 | $187K | 0.0% | +458.6% | 0.006% | |
5/14/2025 | Kestra Advisory Services LLC | 46,286 | $2.38M | 0.0% | +50.1% | 0.075% | |
5/14/2025 | Andina Capital Management LLC | 27,927 | $1.43M | 1.0% | N/A | 0.045% | |
5/13/2025 | Raymond James Financial Inc. | 644,682 | $33.08M | 0.0% | N/A | 1.048% | |
5/13/2025 | EverSource Wealth Advisors LLC | 245,892 | $12.62M | 0.7% | N/A | 0.400% | |
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5/13/2025 | MSH Capital Advisors LLC | 7,156 | $367K | 0.1% | -28.5% | 0.012% | |
5/13/2025 | Saiph Capital LLC | 6,549 | $336K | 0.1% | N/A | 0.011% | |
5/13/2025 | HighTower Advisors LLC | 120,970 | $6.21M | 0.0% | +460.7% | 0.197% | |
5/12/2025 | Cooper Financial Group | 8,801 | $452K | 0.1% | N/A | 0.014% | |
5/12/2025 | Townsquare Capital LLC | 1,669,500 | $85.66M | 0.9% | +124.5% | 2.713% | |
5/12/2025 | WealthPLAN Partners LLC | 74,138 | $3.80M | 0.5% | +192.3% | 0.120% | |
5/12/2025 | Potentia Wealth | 105,480 | $5.41M | 2.5% | +321.0% | 0.171% | |
5/9/2025 | Atria Wealth Solutions Inc. | 13,966 | $717K | 0.0% | +147.4% | 0.023% | |
5/9/2025 | Middleton & Co. Inc. MA | 82,160 | $4.22M | 0.5% | +21.3% | 0.134% | |
5/9/2025 | Commonwealth Equity Services LLC | 341,967 | $17.55M | 0.0% | +57.1% | 0.556% | |
5/9/2025 | Liberty Wealth Management LLC | 52,028 | $2.67M | 0.0% | N/A | 0.085% | |
5/9/2025 | PNC Financial Services Group Inc. | 94,166 | $4.83M | 0.0% | +86.1% | 0.153% | |
5/8/2025 | Harbour Investments Inc. | 21,466 | $1.10M | 0.0% | +2.3% | 0.035% | |
5/8/2025 | MGO One Seven LLC | 77,692 | $3.99M | 0.2% | +59.6% | 0.126% | |
5/8/2025 | Atlas Wealth LLC | 101,832 | $5.23M | 2.0% | +21.8% | 0.165% | |
5/7/2025 | Norden Group LLC | 1,655,771 | $84.96M | 9.8% | +123.7% | 2.691% | |
5/7/2025 | LPL Financial LLC | 2,586,851 | $132.73M | 0.1% | +55.1% | 4.204% | |
5/7/2025 | Alteri Wealth LLC | 6,354 | $326K | 0.1% | N/A | 0.010% | |
5/7/2025 | BlueStem Wealth Partners LLC | 4,175 | $214K | 0.0% | -43.5% | 0.007% | |
5/7/2025 | Objective Capital Management LLC | 5,145 | $264K | 0.3% | N/A | 0.008% | |
5/6/2025 | Avantax Advisory Services Inc. | 205,985 | $10.57M | 0.1% | N/A | 0.335% | |
5/6/2025 | Brookwood Investment Group LLC | 6,636 | $341K | 0.1% | N/A | 0.011% | |
5/6/2025 | Choreo LLC | 5,235 | $269K | 0.0% | N/A | 0.009% | |
5/5/2025 | IFP Advisors Inc | 246,652 | $12.66M | 0.4% | +192.0% | 0.401% | |
5/5/2025 | Kestra Private Wealth Services LLC | 262,571 | $13.47M | 0.2% | +23.7% | 0.427% | |
5/5/2025 | Private Advisor Group LLC | 47,615 | $2.44M | 0.0% | +74.8% | 0.077% | |
5/5/2025 | Nwam LLC | 9,726 | $499K | 0.0% | N/A | 0.016% | |
5/5/2025 | Riverchase Wealth Management LLC | 4,886 | $251K | 0.2% | N/A | 0.008% | |
5/2/2025 | Kingsview Wealth Management LLC | 124,509 | $6.39M | 0.1% | +43.7% | 0.209% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 7,095 | $364K | 0.1% | N/A | 0.012% | |
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5/1/2025 | Acorn Wealth Advisors LLC | 20,702 | $1.06M | 0.4% | N/A | 0.035% | |
5/1/2025 | Country Club Bank | 158,979 | $8.15M | 0.5% | +163.3% | 0.267% | |
4/30/2025 | Cooper Capital Advisors LLC | 161,417 | $8.28M | 8.9% | N/A | 0.271% | |
4/30/2025 | Mraz Amerine & Associates Inc. | 7,325 | $375K | 0.1% | N/A | 0.012% | |
4/30/2025 | Stratos Wealth Partners LTD. | 26,762 | $1.37M | 0.0% | -1.4% | 0.045% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 159,496 | $8.18M | 0.3% | +96.9% | 0.268% | |
4/29/2025 | Envestnet Asset Management Inc. | 299,781 | $15.38M | 0.0% | +11.2% | 0.504% | |
4/29/2025 | Concurrent Investment Advisors LLC | 395,758 | $20.31M | 0.5% | N/A | 0.665% | |
4/28/2025 | D.A. Davidson & CO. | 19,750 | $1.01M | 0.0% | N/A | 0.033% | |
4/28/2025 | Principal Financial Group Inc. | 26,750 | $1.37M | 0.0% | N/A | 0.045% | |
4/28/2025 | Private Trust Co. NA | 5,000 | $257K | 0.0% | -8.8% | 0.008% | |
4/28/2025 | Fiduciary Group LLC | 254,856 | $13.08M | 1.3% | +10.7% | 0.428% | |
4/28/2025 | DAVENPORT & Co LLC | 7,150 | $367K | 0.0% | N/A | 0.012% | |
4/25/2025 | Koshinski Asset Management Inc. | 40,875 | $2.10M | 0.2% | +59.5% | 0.069% | |
4/25/2025 | Ameritas Advisory Services LLC | 504,584 | $25.89M | 1.0% | -34.9% | 0.848% | |
4/25/2025 | Essex Financial Services Inc. | 44,830 | $2.30M | 0.2% | +51.3% | 0.075% | |
4/24/2025 | Cornerstone Advisors Asset Management LLC | 18,655 | $957K | 0.2% | -4.6% | 0.031% | |
4/24/2025 | Golden State Wealth Management LLC | 9,653 | $495K | 0.1% | +4,042.9% | 0.016% | |
4/24/2025 | Mascoma Wealth Management LLC | 488 | $25K | 0.0% | -68.8% | 0.001% | |
4/23/2025 | Golden State Wealth Management LLC | 19,299 | $991K | 0.1% | +8,182.8% | 0.032% | |
4/23/2025 | Sheets Smith Wealth Management | 8,543 | $438K | 0.1% | N/A | 0.014% | |
4/23/2025 | Oppenheimer & Co. Inc. | 15,602 | $801K | 0.0% | N/A | 0.026% | |
4/22/2025 | Tanglewood Legacy Advisors LLC | 225,232 | $11.56M | 5.1% | +115.6% | 0.378% | |
4/22/2025 | Flagship Harbor Advisors LLC | 308,067 | $15.81M | 0.8% | +715.1% | 0.517% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 144,155 | $7.40M | 0.0% | +35.3% | 0.242% | |
4/22/2025 | Nilsine Partners LLC | 138,751 | $7.12M | 0.8% | N/A | 0.233% | |
4/22/2025 | Advisor Resource Council | 12,142 | $608K | 0.0% | +22.7% | 0.020% | |
4/21/2025 | Blue Trust Inc. | 3,157 | $162K | 0.0% | N/A | 0.005% | |
4/21/2025 | Hartford Financial Management Inc. | 174,082 | $8.93M | 1.8% | -3.5% | 0.292% | |
4/18/2025 | Optivise Advisory Services LLC | 12,644 | $649K | 0.4% | +211.3% | 0.021% | |
4/17/2025 | Community Trust & Investment Co. | 196,283 | $10.07M | 0.6% | +111.8% | 0.330% | |
4/17/2025 | Janney Montgomery Scott LLC | 31,082 | $1.60M | 0.0% | +447.7% | 0.052% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 263,899 | $13.54M | 0.0% | +23.7% | 0.443% | |
4/16/2025 | Accordant Advisory Group Inc | 79,079 | $4.06M | 4.0% | N/A | 0.133% | |
4/15/2025 | Parsons Capital Management Inc. RI | 8,067 | $414K | 0.0% | N/A | 0.014% | |
4/15/2025 | Trust Co. of Oklahoma | 6,985 | $358K | 0.1% | N/A | 0.012% | |
4/14/2025 | Everest Management Corp. | 12,455 | $639K | 0.6% | +31.1% | 0.021% | |
4/14/2025 | Farther Finance Advisors LLC | 788 | $40K | 0.0% | N/A | 0.001% | |
4/14/2025 | Priebe Wealth Holdings LLC | 22,995 | $1.18M | 0.7% | N/A | 0.039% | |
4/11/2025 | Signal Advisors Wealth LLC | 10,724 | $550K | 0.1% | N/A | 0.018% | |
4/10/2025 | KWB Wealth | 40,418 | $2.07M | 0.3% | -14.4% | 0.067% | |
4/9/2025 | Merit Financial Group LLC | 25,727 | $1.32M | 0.0% | N/A | 0.043% | |
4/9/2025 | Worth Asset Management LLC | 20,827 | $1.07M | 0.6% | N/A | 0.034% | |
4/3/2025 | Collective Family Office LLC | 16,055 | $824K | 0.2% | -15.3% | 0.027% | |
4/3/2025 | Insight Wealth Strategies LLC | 20,794 | $1.07M | 0.1% | +142.2% | 0.034% | |
3/18/2025 | Triton Wealth Management PLLC | 4,629 | $237K | 0.1% | N/A | 0.008% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 213,282 | $10.92M | 0.0% | +24.0% | 0.388% | |
2/26/2025 | Advisor Resource Council | 9,892 | $506K | 0.4% | N/A | 0.020% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 5,352 | $274K | 0.2% | N/A | 0.175% | |
2/17/2025 | Citadel Advisors LLC | 26,694 | $1.37M | 0.0% | N/A | 0.875% | |
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2/17/2025 | Bank of America Corp DE | 956,914 | $48.99M | 0.0% | +682.8% | 31.374% | |
2/14/2025 | Jane Street Group LLC | 5,143 | $263K | 0.0% | -89.2% | 0.169% | |
2/14/2025 | Comerica Bank | 654 | $33K | 0.0% | N/A | 0.021% | |
2/14/2025 | MGO One Seven LLC | 48,671 | $2.49M | 0.1% | N/A | 1.596% | |
2/14/2025 | Stifel Financial Corp | 27,787 | $1.42M | 0.0% | +142.7% | 0.911% | |
2/14/2025 | Optivise Advisory Services LLC | 4,062 | $208K | 0.1% | N/A | 0.133% | |
2/13/2025 | MSH Capital Advisors LLC | 10,008 | $512K | 0.2% | N/A | 0.328% | |
2/13/2025 | NewEdge Advisors LLC | 3,631 | $186K | 0.0% | +52.9% | 0.119% | |
2/13/2025 | Everest Management Corp. | 9,497 | $486K | 0.4% | N/A | 0.311% | |
2/13/2025 | Main Street Financial Solutions LLC | 35,214 | $1.80M | 0.2% | +129.7% | 1.155% | |