5/1/2025 | Key Financial Inc | 2,111 | $51K | 0.0% | -37.4% | 0.003% | |
5/1/2025 | CWM LLC | 59,345 | $1.44M | 0.0% | +17.1% | 0.071% | |
5/1/2025 | Stephens Inc. AR | 1,378,091 | $33.41M | 0.5% | -3.8% | 1.658% | |
5/1/2025 | Diversify Wealth Management LLC | 17,748 | $425K | 0.0% | +4.3% | 0.021% | |
4/30/2025 | Principal Securities Inc. | 171,943 | $4.16M | 0.1% | +0.3% | 0.207% | |
4/30/2025 | AlphaStar Capital Management LLC | 216,741 | $5.25M | 0.6% | +99.1% | 0.261% | |
4/30/2025 | NTV Asset Management LLC | 81,915 | $1.99M | 0.3% | -1.7% | 0.099% | |
4/29/2025 | Financial Counselors Inc. | 46,658 | $1.13M | 0.0% | +2.8% | 0.056% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,310,237 | $31.76M | 0.0% | +13.3% | 1.577% | |
4/29/2025 | Bank of New York Mellon Corp | 24,989 | $606K | 0.0% | +3.8% | 0.030% | |
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4/29/2025 | Capital Investment Advisory Services LLC | 45,480 | $1.10M | 0.1% | +7.3% | 0.055% | |
4/29/2025 | Aurora Private Wealth Inc. | 144,955 | $3.51M | 0.9% | N/A | 0.174% | |
4/28/2025 | D.A. Davidson & CO. | 43,628 | $1.06M | 0.0% | +3.1% | 0.053% | |
4/28/2025 | Spectrum Asset Management Inc. | 78,451 | $1.90M | 3.5% | -90.9% | 0.094% | |
4/28/2025 | First Horizon Advisors Inc. | 16,442 | $399K | 0.0% | -35.4% | 0.020% | |
4/28/2025 | Elmwood Wealth Management Inc. | 148,190 | $3.59M | 1.5% | -2.8% | 0.178% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 1,435 | $35K | 0.0% | N/A | 0.002% | |
4/25/2025 | New Millennium Group LLC | 121,119 | $2.94M | 1.9% | +18.2% | 0.146% | |
4/25/2025 | Ameritas Advisory Services LLC | 65,688 | $1.59M | 0.1% | +6.5% | 0.079% | |
4/25/2025 | Northwest Wealth Management LLC | 54,903 | $1.33M | 0.3% | -7.0% | 0.066% | |
4/24/2025 | Westend Capital Management LLC | 4,430 | $107K | 0.0% | N/A | 0.005% | |
4/24/2025 | Transcend Capital Advisors LLC | 22,182 | $538K | 0.0% | -28.3% | 0.027% | |
4/23/2025 | Cottonwood Capital Advisors LLC | 138,016 | $3.35M | 2.5% | -1.3% | 0.166% | |
4/23/2025 | Aurora Private Wealth Inc. | 144,955 | $3.51M | 0.1% | N/A | 0.174% | |
4/23/2025 | Williams Financial LLC | 341,196 | $8.27M | 5.8% | N/A | 0.411% | |
4/23/2025 | Vectors Research Management LLC | 29,563 | $717K | 0.3% | +8.0% | 0.036% | |
4/23/2025 | Oppenheimer & Co. Inc. | 24,854 | $602K | 0.0% | -3.5% | 0.030% | |
4/22/2025 | Brown Lisle Cummings Inc. | 49,799 | $1.21M | 0.3% | -3.1% | 0.060% | |
4/22/2025 | Duncker Streett & Co. Inc. | 100,888 | $2.45M | 0.5% | -1.2% | 0.121% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 213,592 | $5.18M | 0.0% | -14.1% | 0.257% | |
4/22/2025 | WealthCare Investment Partners LLC | 63,108 | $1.50M | 0.6% | +14.1% | 0.076% | |
4/22/2025 | Synergy Asset Management LLC | 14,134 | $343K | 0.0% | -57.4% | 0.017% | |
4/22/2025 | Nilsine Partners LLC | 216,322 | $5.24M | 0.6% | +8.6% | 0.260% | |
4/22/2025 | PFG Investments LLC | 23,064 | $559K | 0.0% | -3.7% | 0.028% | |
4/21/2025 | Cherry Tree Wealth Management LLC | 90,438 | $2.19M | 0.5% | N/A | 0.109% | |
4/21/2025 | Walter & Keenan Wealth Management LLC IN ADV | 40,386 | $979K | 0.3% | +4.2% | 0.049% | |
4/21/2025 | Advisory Resource Group | 70,171 | $1.70M | 0.3% | +7.8% | 0.084% | |
4/21/2025 | Matthew Goff Investment Advisor LLC | 642,672 | $15.58M | 2.9% | -1.3% | 0.773% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 93,841 | $2.28M | 0.0% | +5.9% | 0.113% | |
4/21/2025 | MFA Wealth Advisors LLC | 23,721 | $575K | 0.1% | +2.3% | 0.029% | |
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4/18/2025 | Seed Wealth Management Inc. | 103,610 | $2.51M | 2.0% | -17.3% | 0.123% | |
4/18/2025 | Insigneo Advisory Services LLC | 19,510 | $473K | 0.0% | -7.4% | 0.023% | |
4/17/2025 | Janney Montgomery Scott LLC | 300,144 | $7.28M | 0.0% | +2.3% | 0.355% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 16,602 | $402K | 0.0% | -8.3% | 0.020% | |
4/16/2025 | Palouse Capital Management Inc. | 22,809 | $553K | 0.4% | -2.5% | 0.027% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 188,339 | $4.57M | 0.0% | +5.6% | 0.223% | |
4/16/2025 | Goldstone Financial Group LLC | 67,733 | $1.64M | 0.2% | +10.3% | 0.080% | |
4/16/2025 | Delta Capital Management LLC | 37,405 | $907K | 0.4% | -10.6% | 0.044% | |
4/15/2025 | Foresight Capital Management Advisors Inc. | 69,015 | $1.67M | 1.0% | N/A | 0.082% | |
4/15/2025 | Atwood & Palmer Inc. | 3,370 | $82K | 0.0% | -20.4% | 0.004% | |
4/14/2025 | Farther Finance Advisors LLC | 15,407 | $374K | 0.0% | +135.9% | 0.018% | |
4/14/2025 | Courier Capital LLC | 25,811 | $626K | 0.0% | -28.7% | 0.031% | |
4/11/2025 | First National Corp MA ADV | 103,525 | $2.51M | 0.6% | N/A | 0.123% | |
4/10/2025 | Accel Wealth Management | 9,438 | $229K | 0.1% | N/A | 0.011% | |
4/8/2025 | Marion Wealth Management | 11,984 | $290K | 0.1% | -13.6% | 0.014% | |
4/8/2025 | Advisory Alpha LLC | 219,128 | $5.31M | 0.3% | -89.9% | 0.259% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 178,324 | $4.31M | 0.0% | +158.2% | 0.213% | |
3/10/2025 | Old North State Trust LLC | 9,087 | $220K | 0.1% | -6.7% | 0.011% | |
3/4/2025 | Comprehensive Money Management Services LLC | 17,137 | $415K | 0.3% | N/A | 0.021% | |
2/19/2025 | Invst LLC | 21,029 | $509K | 0.1% | -13.6% | 0.031% | |
2/18/2025 | Western Wealth Management LLC | 73,463 | $1.78M | 0.5% | +67.4% | 0.108% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 59,043 | $1.43M | 0.0% | -1.2% | 0.086% | |
2/17/2025 | Waverly Advisors LLC | 76,663 | $1.85M | 0.0% | -5.3% | 0.112% | |
2/17/2025 | Royal Bank of Canada | 810,653 | $19.61M | 0.0% | +20.8% | 1.187% | |
2/17/2025 | Redwood Financial Network Corp | 13,416 | $325K | 0.2% | -33.7% | 0.020% | |
2/17/2025 | Focus Partners Wealth | 12,957 | $313K | 0.0% | -15.7% | 0.019% | |
2/17/2025 | Deutsche Bank AG | 10,248 | $248K | 0.0% | N/A | 0.015% | |
2/17/2025 | Cetera Investment Advisers | 163,073 | $3.95M | 0.0% | +5.6% | 0.239% | |
2/17/2025 | Citadel Advisors LLC | 8,299 | $201K | 0.0% | -74.5% | 0.012% | |
2/17/2025 | Cary Street Partners Financial LLC | 66,060 | $1.60M | 0.1% | N/A | 0.097% | |
2/17/2025 | Baird Financial Group Inc. | 381,964 | $9.24M | 0.0% | +0.5% | 0.559% | |
2/17/2025 | Bank of America Corp DE | 4,199,502 | $101.59M | 0.0% | +6.5% | 6.149% | |
2/17/2025 | Benjamin Edwards Inc. | 564,043 | $13.64M | 0.2% | +5.1% | 0.826% | |
2/17/2025 | Ameriprise Financial Inc. | 433,887 | $10.50M | 0.0% | +7.6% | 0.635% | |
2/17/2025 | Ancora Advisors LLC | 5,643 | $137K | 0.0% | +36.5% | 0.008% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 37,265 | $901K | 0.0% | +89.7% | 0.055% | |
2/14/2025 | Jane Street Group LLC | 130,106 | $3.15M | 0.0% | -41.0% | 0.190% | |
2/14/2025 | Comerica Bank | 76,530 | $1.85M | 0.0% | +9.5% | 0.112% | |
2/14/2025 | Stifel Financial Corp | 344,884 | $8.34M | 0.0% | -0.8% | 0.505% | |
2/14/2025 | Vectors Research Management LLC | 27,363 | $662K | 0.2% | -17.1% | 0.040% | |
2/14/2025 | Transatlantique Private Wealth LLC | 13,851 | $335K | 0.1% | -6.7% | 0.020% | |
2/14/2025 | Tradition Wealth Management LLC | 19,773 | $478K | 0.0% | -81.4% | 0.029% | |
2/14/2025 | MML Investors Services LLC | 363,986 | $8.81M | 0.0% | +5.1% | 0.533% | |
2/14/2025 | Coastline Trust Co | 4,870 | $118K | 0.0% | -16.0% | 0.007% | |
2/13/2025 | NewEdge Advisors LLC | 14,155 | $342K | 0.0% | N/A | 0.021% | |
2/13/2025 | Insigneo Advisory Services LLC | 21,073 | $510K | 0.1% | -3.4% | 0.031% | |
2/13/2025 | Finward Bancorp | 11,175 | $270K | 0.2% | N/A | 0.016% | |
2/13/2025 | Advisors Capital Management LLC | 1,023,617 | $24.76M | 0.4% | +2.8% | 1.499% | |
2/13/2025 | Rockefeller Capital Management L.P. | 150,167 | $3.63M | 0.0% | -26.6% | 0.220% | |
2/13/2025 | Oder Investment Management LLC | 96,602 | $2.34M | 1.9% | +0.5% | 0.141% | |
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2/13/2025 | Texas Yale Capital Corp. | 9,516 | $230K | 0.0% | N/A | 0.014% | |
2/13/2025 | Advisory Services Network LLC | 39,567 | $957K | 0.0% | -13.7% | 0.058% | |
2/13/2025 | Renaissance Technologies LLC | 108,900 | $2.63M | 0.0% | -73.9% | 0.159% | |
2/13/2025 | Invesco Ltd. | 262,407 | $6.35M | 0.0% | +1.9% | 0.384% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,156,558 | $27.98M | 0.0% | -5.1% | 1.693% | |
2/13/2025 | Wells Fargo & Company MN | 2,471,466 | $59.79M | 0.0% | +5.7% | 3.619% | |
2/12/2025 | Boston Family Office LLC | 228,490 | $5.53M | 0.4% | +5.4% | 0.335% | |
2/12/2025 | Prevail Innovative Wealth Advisors LLC | 25,773 | $623K | 0.2% | +34.4% | 0.038% | |
2/12/2025 | Mechanics Financial Corp | 1,100 | $27K | 0.0% | N/A | 0.002% | |
2/12/2025 | Orion Portfolio Solutions LLC | 106,523 | $2.58M | 0.0% | +7.0% | 0.156% | |