6/2/2025 | Modern Wealth Management LLC | 7,189 | $275K | 0.0% | N/A | 0.020% | |
5/20/2025 | Belpointe Asset Management LLC | 10,199 | $390K | 0.0% | -6.1% | 0.028% | |
5/20/2025 | Focus Partners Wealth | 21,900 | $838K | 0.0% | -36.1% | 0.061% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 13,039 | $499K | 0.0% | -11.0% | 0.036% | |
5/16/2025 | Jones Financial Companies Lllp | 34,443 | $1.32M | 0.0% | +496.4% | 0.095% | |
5/16/2025 | NewEdge Advisors LLC | 49,711 | $1.90M | 0.0% | +16.3% | 0.137% | |
5/15/2025 | EP Wealth Advisors LLC | 4,667 | $179K | 0.0% | -11.5% | 0.013% | |
5/15/2025 | Cubist Systematic Strategies LLC | 12,345 | $472K | 0.0% | N/A | 0.034% | |
5/15/2025 | Royal Bank of Canada | 356,395 | $13.63M | 0.0% | +8.5% | 0.986% | |
5/15/2025 | Baird Financial Group Inc. | 26,911 | $1.03M | 0.0% | +355.3% | 0.074% | |
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5/14/2025 | Kestra Advisory Services LLC | 57,319 | $2.19M | 0.0% | -10.1% | 0.159% | |
5/14/2025 | CW Advisors LLC | 11,357 | $441K | 0.0% | N/A | 0.031% | |
5/13/2025 | Brooklyn Investment Group | 1,435 | $55K | 0.0% | N/A | 0.004% | |
5/13/2025 | Valley Brook Capital Group Inc. | 8,939 | $342K | 0.3% | -6.8% | 0.025% | |
5/13/2025 | Raymond James Financial Inc. | 772,926 | $29.56M | 0.0% | +22.9% | 2.138% | |
5/13/2025 | HighTower Advisors LLC | 671,497 | $25.69M | 0.0% | -1.8% | 1.857% | |
5/12/2025 | Berger Financial Group Inc | 32,565 | $1.25M | 0.1% | -2.2% | 0.089% | |
5/12/2025 | Condor Capital Management | 8,432 | $323K | 0.0% | -28.8% | 0.023% | |
5/12/2025 | Wambolt & Associates LLC | 11,917 | $460K | 0.2% | -5.2% | 0.032% | |
5/9/2025 | Chicago Partners Investment Group LLC | 67,895 | $2.75M | 0.1% | -1.8% | 0.185% | |
5/9/2025 | Commonwealth Financial Services LLC | 137,114 | $5.25M | 1.1% | +72.6% | 0.373% | |
5/9/2025 | Atlantic Private Wealth LLC | 888 | $34K | 0.0% | N/A | 0.002% | |
5/9/2025 | Atria Wealth Solutions Inc. | 44,861 | $1.72M | 0.0% | -5.5% | 0.122% | |
5/9/2025 | Plan Group Financial LLC | 223,510 | $8.55M | 3.1% | +21.9% | 0.608% | |
5/9/2025 | Commonwealth Equity Services LLC | 496,305 | $18.98M | 0.0% | +8.1% | 1.350% | |
5/8/2025 | SPC Financial Inc. | 33,795 | $1.29M | 0.1% | +6.9% | 0.092% | |
5/8/2025 | US Bancorp DE | 24,590 | $941K | 0.0% | -1.0% | 0.067% | |
5/8/2025 | Private Advisory Group LLC | 24,536 | $939K | 0.1% | N/A | 0.067% | |
5/8/2025 | SlateStone Wealth LLC | 8,287 | $317K | 0.0% | -7.8% | 0.023% | |
5/8/2025 | Arkadios Wealth Advisors | 223,991 | $8.57M | 0.3% | +3.7% | 0.609% | |
5/8/2025 | Cutler Investment Counsel LLC | 257,599 | $9.85M | 1.2% | -12.7% | 0.701% | |
5/7/2025 | Beacon Bridge Wealth Partners LLC | 62,463 | $2.39M | 1.0% | +1.4% | 0.170% | |
5/7/2025 | LPL Financial LLC | 1,316,683 | $50.36M | 0.0% | +20.3% | 3.581% | |
5/6/2025 | Assetmark Inc. | 2,036 | $78K | 0.0% | +14.9% | 0.006% | |
5/6/2025 | Cetera Investment Advisers | 22,738 | $870K | 0.0% | -12.8% | 0.062% | |
5/6/2025 | Avantax Advisory Services Inc. | 148,708 | $5.69M | 0.0% | -0.9% | 0.404% | |
5/6/2025 | AE Wealth Management LLC | 2,389 | $91K | 0.0% | +162.2% | 0.006% | |
5/6/2025 | PFG Advisors | 47,876 | $1.83M | 0.1% | +42.1% | 0.130% | |
5/5/2025 | Hazlett Burt & Watson Inc. | 6,582 | $252K | 0.1% | -4.5% | 0.018% | |
5/5/2025 | IFP Advisors Inc | 62,326 | $2.38M | 0.1% | -19.8% | 0.170% | |
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5/5/2025 | Auxano Advisors LLC | 185,843 | $7.11M | 1.9% | -1.1% | 0.505% | |
5/5/2025 | Private Advisor Group LLC | 221,977 | $8.49M | 0.1% | +323.0% | 0.604% | |
5/2/2025 | Forte Capital LLC ADV | 44,593 | $1.71M | 0.2% | -3.1% | 0.121% | |
5/2/2025 | Kingsview Wealth Management LLC | 43,754 | $1.67M | 0.0% | -2.4% | 0.119% | |
5/2/2025 | PAX Financial Group LLC | 41,135 | $1.57M | 0.3% | +62.3% | 0.112% | |
5/2/2025 | Sigma Planning Corp | 31,618 | $1.21M | 0.0% | +408.8% | 0.086% | |
5/1/2025 | CWM LLC | 30,726 | $1.18M | 0.0% | -16.8% | 0.084% | |
5/1/2025 | Stephens Inc. AR | 14,370 | $550K | 0.0% | -9.6% | 0.039% | |
5/1/2025 | Financial Security Advisor Inc. | 714,178 | $27.32M | 6.9% | -1.3% | 1.942% | |
4/30/2025 | Twelve Points Wealth Management LLC | 160,362 | $6.13M | 1.7% | +2.4% | 0.436% | |
4/30/2025 | Principal Securities Inc. | 11,339 | $468K | 0.0% | +44.9% | 0.031% | |
4/29/2025 | Envestnet Asset Management Inc. | 61,480 | $2.35M | 0.0% | +49.7% | 0.167% | |
4/29/2025 | Strategic Blueprint LLC | 16,126 | $617K | 0.0% | +23.2% | 0.044% | |
4/28/2025 | Mutual Advisors LLC | 18,252 | $709K | 0.0% | -8.7% | 0.050% | |
4/28/2025 | DAVENPORT & Co LLC | 5,445 | $208K | 0.0% | N/A | 0.015% | |
4/28/2025 | Salomon & Ludwin LLC | 967 | $37K | 0.0% | -55.6% | 0.003% | |
4/25/2025 | G&S Capital LLC | 16,511 | $632K | 0.3% | N/A | 0.045% | |
4/25/2025 | Ameritas Advisory Services LLC | 8,910 | $355K | 0.0% | -4.8% | 0.024% | |
4/24/2025 | Reston Wealth Management LLC | 43,462 | $1.66M | 0.7% | -1.1% | 0.118% | |
4/24/2025 | Wolff Financial Management LLC | 110,548 | $4.23M | 1.2% | -0.6% | 0.301% | |
4/23/2025 | Nvest Financial LLC | 31,754 | $1.22M | 0.7% | -1.1% | 0.086% | |
4/23/2025 | Perigon Wealth Management LLC | 19,892 | $761K | 0.0% | N/A | 0.054% | |
4/22/2025 | XML Financial LLC | 49,887 | $1.91M | 0.2% | +3.4% | 0.136% | |
4/22/2025 | Flagship Harbor Advisors LLC | 45,058 | $1.72M | 0.1% | +1.0% | 0.123% | |
4/22/2025 | Rodgers & Associates LTD | 15,325 | $586K | 0.1% | -21.7% | 0.042% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 180,818 | $6.92M | 0.0% | +12.8% | 0.492% | |
4/18/2025 | Cornerstone Wealth Management LLC | 25,393 | $971K | 0.1% | -5.3% | 0.067% | |
4/17/2025 | Sowell Financial Services LLC | 10,318 | $395K | 0.0% | N/A | 0.027% | |
4/17/2025 | Janney Montgomery Scott LLC | 263,838 | $10.09M | 0.0% | N/A | 0.699% | |
4/17/2025 | Brighton Jones LLC | 8,186 | $313K | 0.0% | -12.7% | 0.022% | |
4/17/2025 | Affinity Capital Advisors LLC | 17,573 | $645K | 0.1% | -2.9% | 0.047% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 133,763 | $5.12M | 0.0% | -3.5% | 0.354% | |
4/16/2025 | RTD Financial Advisors Inc. | 7,306 | $279K | 0.0% | -6.0% | 0.019% | |
4/15/2025 | Integrated Advisors Network LLC | 6,909 | $264K | 0.0% | N/A | 0.018% | |
4/15/2025 | Ibex Wealth Advisors | 35,651 | $1.36M | 0.2% | N/A | 0.094% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 7,764 | $297K | 0.0% | N/A | 0.021% | |
4/14/2025 | Farther Finance Advisors LLC | 750 | $29K | 0.0% | N/A | 0.002% | |
4/10/2025 | Trinity Wealth Management LLC | 32,751 | $1.25M | 0.6% | N/A | 0.087% | |
4/10/2025 | Beacon Financial Group | 25,757 | $985K | 0.1% | N/A | 0.068% | |
4/10/2025 | Matrix Trust Co | 28,336 | $1.08M | 0.2% | +44.6% | 0.075% | |
4/9/2025 | Marquette Asset Management LLC | 724,616 | $27.72M | 4.9% | -2.2% | 1.919% | |
4/9/2025 | NBC Securities Inc. | 4,706 | $180K | 0.0% | +117,550.0% | 0.012% | |
4/8/2025 | Investors Research Corp | 43,664 | $1.67M | 0.4% | -0.7% | 0.116% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 138,580 | $5.72M | 0.0% | +1,361.7% | 0.357% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 15,444 | $637K | 0.0% | -10.8% | 0.038% | |
2/22/2025 | American Trust | 22,221 | $917K | 0.1% | N/A | 0.050% | |
2/18/2025 | Wick Capital Partners LLC | 6,840 | $282K | 0.1% | N/A | 0.016% | |
2/18/2025 | GTS Securities LLC | 10,773 | $445K | 0.0% | -87.3% | 0.024% | |
2/17/2025 | Snowden Capital Advisors LLC | 38,900 | $1.61M | 0.0% | -0.9% | 0.088% | |
2/17/2025 | Royal Bank of Canada | 328,399 | $13.55M | 0.0% | -3.5% | 0.745% | |
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2/17/2025 | Focus Partners Wealth | 34,246 | $1.45M | 0.0% | +15.8% | 0.078% | |
2/17/2025 | EP Wealth Advisors LLC | 5,276 | $218K | 0.0% | +16.3% | 0.012% | |
2/17/2025 | CoreCap Advisors LLC | 25,158 | $1.04M | 0.0% | +11,601.4% | 0.057% | |
2/17/2025 | Cetera Investment Advisers | 26,084 | $1.08M | 0.0% | +10.0% | 0.059% | |
2/17/2025 | Blue Capital Inc. | 19,524 | $806K | 0.6% | N/A | 0.044% | |
2/17/2025 | Captrust Financial Advisors | 162,381 | $6.70M | 0.0% | -2.4% | 0.369% | |
2/17/2025 | Cary Street Partners Financial LLC | 19,874 | $820K | 0.0% | N/A | 0.045% | |
2/17/2025 | Baird Financial Group Inc. | 5,910 | $244K | 0.0% | N/A | 0.013% | |
2/17/2025 | Bank of America Corp DE | 975,456 | $40.25M | 0.0% | +3.2% | 2.214% | |
2/17/2025 | Ameriprise Financial Inc. | 95,533 | $3.94M | 0.0% | +16.2% | 0.217% | |