5/2/2025 | SeaBridge Investment Advisors LLC | 3,581 | $293K | 0.1% | -12.1% | 0.059% | |
5/1/2025 | CWM LLC | 657 | $54K | 0.0% | -31.3% | 0.011% | |
5/1/2025 | Stephens Inc. AR | 9,961 | $816K | 0.0% | N/A | 0.164% | |
4/30/2025 | Stratos Wealth Partners LTD. | 5,963 | $488K | 0.0% | -30.1% | 0.098% | |
4/30/2025 | Harbour Investment Management LLC | 2,571 | $210K | 0.1% | N/A | 0.042% | |
4/29/2025 | Envestnet Asset Management Inc. | 13,004 | $1.07M | 0.0% | +2.7% | 0.214% | |
4/28/2025 | Longview Financial Advisors Inc. | 6,609 | $541K | 0.5% | -2.1% | 0.109% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 2,841 | $233K | 0.1% | +13.6% | 0.047% | |
4/25/2025 | Essex Financial Services Inc. | 3,096 | $253K | 0.0% | -9.0% | 0.049% | |
4/25/2025 | Stonebridge Financial Group LLC | 51,247 | $4.20M | 0.4% | -13.0% | 0.819% | |
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4/23/2025 | Sylvest Advisors LLC | 5,174 | $424K | 0.3% | +12.4% | 0.083% | |
4/23/2025 | EQ Wealth Advisors LLC | 12,684 | $1.04M | 0.8% | -8.2% | 0.203% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,484 | $1.35M | 0.0% | +73.4% | 0.263% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,360 | $275K | 0.0% | N/A | 0.054% | |
4/21/2025 | Friedenthal Financial | 6,983 | $572K | 0.3% | -12.3% | 0.112% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 3,800 | $314K | 0.0% | -50.0% | 0.061% | |
4/17/2025 | Strategic Advisors LLC | 4,104 | $336K | 0.1% | -5.2% | 0.066% | |
4/17/2025 | Mason & Associates Inc | 39,430 | $3.23M | 0.8% | +6.0% | 0.630% | |
4/17/2025 | Janney Montgomery Scott LLC | 13,950 | $1.14M | 0.0% | -23.4% | 0.223% | |
4/17/2025 | Fortis Advisors LLC | 38,765 | $3.17M | 2.1% | +1.7% | 0.619% | |
4/17/2025 | Raub Brock Capital Management LP | 84,645 | $6.93M | 1.5% | -11.5% | 1.352% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 11,806 | $967K | 0.0% | +18.9% | 0.189% | |
4/16/2025 | Matauro LLC | 281,718 | $23.06M | 4.7% | +8.4% | 4.500% | |
4/15/2025 | Davis Investment Partners LLC | 42,672 | $3.49M | 1.5% | -11.7% | 0.682% | |
4/15/2025 | CX Institutional | 10,142 | $830K | 0.0% | N/A | 0.162% | |
4/15/2025 | Walker Asset Management LLC | 6,154 | $504K | 0.3% | -4.4% | 0.098% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 5,208 | $426K | 0.0% | +4.5% | 0.083% | |
4/14/2025 | Farther Finance Advisors LLC | 19,432 | $1.60M | 0.0% | N/A | 0.310% | |
4/11/2025 | CMC Financial Group | 7,883 | $645K | 1.5% | -74.7% | 0.126% | |
4/11/2025 | Arkfeld Wealth Strategies L.L.C. | 13,647 | $1.12M | 0.5% | -4.8% | 0.218% | |
4/9/2025 | Worth Asset Management LLC | 3,872 | $317K | 0.2% | -38.8% | 0.062% | |
4/8/2025 | Rothschild Investment LLC | 7,594 | $622K | 0.0% | +10.6% | 0.121% | |
4/7/2025 | Howard Financial Services LTD. | 3,836 | $314K | 0.0% | N/A | 0.061% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,931 | $758K | 0.0% | +165.1% | 0.155% | |
2/17/2025 | Focus Partners Wealth | 2,811 | $215K | 0.0% | -30.2% | 0.038% | |
2/17/2025 | Cetera Investment Advisers | 21,089 | $1.61M | 0.0% | -2.2% | 0.286% | |
2/17/2025 | Bank of America Corp DE | 819,329 | $62.56M | 0.0% | +38.8% | 11.117% | |
2/17/2025 | BNP Paribas Financial Markets | 30,000 | $2.29M | 0.0% | +200.0% | 0.407% | |
2/17/2025 | Ameriprise Financial Inc. | 232,767 | $17.77M | 0.0% | -7.0% | 3.158% | |
2/14/2025 | Lido Advisors LLC | 3,579 | $273K | 0.0% | +17.7% | 0.049% | |
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2/14/2025 | Beck Capital Management LLC | 31,273 | $2.39M | 0.6% | -2.1% | 0.424% | |
2/14/2025 | IHT Wealth Management LLC | 17,805 | $1.36M | 0.0% | -18.5% | 0.242% | |
2/14/2025 | Stifel Financial Corp | 42,586 | $3.25M | 0.0% | -4.2% | 0.578% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,820 | $139K | 0.0% | -45.9% | 0.025% | |
2/14/2025 | Tradition Wealth Management LLC | 4,024 | $307K | 0.0% | +7.4% | 0.055% | |
2/14/2025 | Freedom Investment Management Inc. | 2,789 | $213K | 0.0% | -9.3% | 0.038% | |
2/13/2025 | Anchor Investment Management LLC | 3,241 | $247K | 0.0% | +129.0% | 0.044% | |
2/13/2025 | Synovus Financial Corp | 4,226 | $323K | 0.0% | -7.4% | 0.057% | |
2/13/2025 | Envestnet Asset Management Inc. | 12,664 | $967K | 0.0% | -4.8% | 0.172% | |
2/13/2025 | Oarsman Capital Inc. | 56,655 | $4.33M | 0.8% | +5.7% | 0.769% | |
2/13/2025 | Wells Fargo & Company MN | 106,220 | $8.11M | 0.0% | -8.8% | 1.441% | |
2/12/2025 | OneAscent Financial Services LLC | 4,937 | $377K | 0.0% | N/A | 0.067% | |
2/12/2025 | CIBC Private Wealth Group LLC | 4,011 | $319K | 0.0% | N/A | 0.054% | |
2/12/2025 | Blair William & Co. IL | 2,597 | $198K | 0.0% | -20.7% | 0.035% | |
2/12/2025 | JPMorgan Chase & Co. | 7,879 | $602K | 0.0% | -18.6% | 0.107% | |
2/11/2025 | CMC Financial Group | 31,166 | $2.38M | 5.1% | -12.3% | 0.423% | |
2/11/2025 | LPL Financial LLC | 127,782 | $9.76M | 0.0% | -10.5% | 1.734% | |
2/10/2025 | Tidemark LLC | 545 | $42K | 0.0% | N/A | 0.007% | |
2/10/2025 | Commonwealth Equity Services LLC | 150,797 | $11.52M | 0.0% | +10.2% | 2.046% | |
2/10/2025 | Wintrust Investments LLC | 441 | $33K | 0.0% | -58.4% | 0.006% | |
2/7/2025 | HighTower Advisors LLC | 86,674 | $6.62M | 0.0% | +0.3% | 1.176% | |
2/7/2025 | Independent Advisor Alliance | 3,892 | $297K | 0.0% | N/A | 0.053% | |
2/6/2025 | Ethos Financial Group LLC | 52,638 | $4.02M | 0.5% | N/A | 0.714% | |
2/6/2025 | Raymond James Financial Inc. | 131,995 | $10.08M | 0.0% | N/A | 1.791% | |
2/6/2025 | Atria Investments Inc | 4,937 | $377K | 0.0% | +37.0% | 0.067% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 2,332 | $178K | 0.0% | -56.4% | 0.032% | |
2/5/2025 | Flaharty Asset Management LLC | 334,947 | $25.58M | 3.7% | -2.0% | 4.545% | |
2/5/2025 | Kovack Advisors Inc. | 3,933 | $300K | 0.0% | N/A | 0.053% | |
2/5/2025 | Advisor OS LLC | 3,353 | $256K | 0.0% | +14.2% | 0.045% | |
2/4/2025 | Rothschild Investment LLC | 6,868 | $524K | 0.0% | +73.1% | 0.093% | |
2/4/2025 | FPC Investment Advisory Inc. | 1,307 | $103K | 0.1% | -96.6% | 0.018% | |
2/3/2025 | Matauro LLC | 259,904 | $19.85M | 4.3% | N/A | 3.527% | |
2/3/2025 | Private Advisor Group LLC | 20,891 | $1.60M | 0.0% | +1.0% | 0.283% | |
2/3/2025 | Longview Financial Advisors Inc. | 6,754 | $516K | 0.4% | +4.8% | 0.092% | |
1/31/2025 | Truist Financial Corp | 4,509 | $344K | 0.0% | -48.1% | 0.061% | |
1/31/2025 | Sanctuary Advisors LLC | 8,381 | $680K | 0.0% | +39.6% | 0.114% | |
1/31/2025 | Strategic Advisors LLC | 4,329 | $331K | 0.1% | -26.6% | 0.059% | |
1/29/2025 | Capital Wealth Alliance LLC | 6,508 | $497K | 0.3% | -32.4% | 0.088% | |
1/29/2025 | Stonebridge Financial Group LLC | 58,933 | $4.50M | 0.5% | N/A | 0.800% | |
1/28/2025 | Almanack Investment Partners LLC. | 52,638 | $4.02M | 0.6% | +4.2% | 0.714% | |
1/27/2025 | Stratos Wealth Partners LTD. | 8,529 | $651K | 0.0% | +2.5% | 0.116% | |
1/24/2025 | EQ Wealth Advisors LLC | 13,811 | $1.06M | 0.9% | N/A | 0.187% | |
1/24/2025 | Sylvest Advisors LLC | 4,605 | $352K | 0.2% | N/A | 0.062% | |
1/24/2025 | SeaBridge Investment Advisors LLC | 4,074 | $311K | 0.1% | N/A | 0.055% | |
1/23/2025 | Evernest Financial Advisors LLC | 20,400 | $1.56M | 0.4% | -3.8% | 0.277% | |
1/23/2025 | SteelPeak Wealth LLC | 3,725 | $284K | 0.0% | +8.8% | 0.051% | |
1/22/2025 | Joseph P. Lucia & Associates LLC | 28,837 | $2.20M | 1.0% | -0.8% | 0.391% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 7,600 | $580K | 0.0% | +100.0% | 0.103% | |
1/21/2025 | Requisite Capital Management LLC | 7,403 | $565K | 0.1% | -40.9% | 0.100% | |
1/21/2025 | Arkfeld Wealth Strategies L.L.C. | 14,341 | $1.17M | 0.5% | N/A | 0.195% | |
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1/17/2025 | Janney Montgomery Scott LLC | 18,220 | $1.39M | 0.0% | +4.1% | 0.247% | |
1/15/2025 | Astoria Portfolio Advisors LLC. | 2,500 | $207K | 0.1% | -6.9% | 0.034% | |
1/15/2025 | Raub Brock Capital Management LP | 95,690 | $7.31M | 1.6% | +0.6% | 1.298% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 4,985 | $381K | 0.0% | -4.0% | 0.068% | |
1/14/2025 | Mason & Associates Inc | 37,182 | $2.84M | 0.7% | -1.9% | 0.505% | |
1/14/2025 | SignalPoint Asset Management LLC | 19,881 | $1.52M | 0.4% | -6.0% | 0.270% | |
1/14/2025 | Fortis Advisors LLC | 38,107 | $2.91M | 1.9% | +1.3% | 0.517% | |
1/13/2025 | Davis Investment Partners LLC | 48,345 | $3.86M | 1.6% | -9.7% | 0.656% | |
1/13/2025 | Brookstone Capital Management | 3,669 | $280K | 0.0% | -78.1% | 0.050% | |
1/10/2025 | Hilltop National Bank | 672 | $51K | 0.0% | -48.0% | 0.009% | |