5/21/2025 | McAdam LLC | 12,423 | $367K | 0.0% | +13.7% | 0.034% | |
5/20/2025 | Focus Partners Wealth | 177,228 | $5.23M | 0.0% | -1.9% | 0.479% | |
5/20/2025 | Flaharty Asset Management LLC | 779,941 | $23.04M | 3.3% | +58.7% | 2.108% | |
5/19/2025 | Jane Street Group LLC | 484,165 | $14.30M | 0.0% | +57.0% | 1.309% | |
5/16/2025 | McIlrath & Eck LLC | 2,904 | $86K | 0.0% | +378.4% | 0.008% | |
5/16/2025 | Goldman Sachs Group Inc. | 11,806 | $349K | 0.0% | N/A | 0.032% | |
5/16/2025 | Sheridan Capital Management LLC | 39,380 | $1.16M | 0.8% | +5.0% | 0.106% | |
5/16/2025 | NewEdge Advisors LLC | 40,720 | $1.20M | 0.0% | +4.2% | 0.110% | |
5/15/2025 | Royal Bank of Canada | 45,637 | $1.35M | 0.0% | +3,953.0% | 0.123% | |
5/15/2025 | OLD Mission Capital LLC | 556,170 | $16.43M | 0.2% | +725.8% | 1.503% | |
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5/14/2025 | CreativeOne Wealth LLC | 21,747 | $642K | 0.0% | -7.1% | 0.059% | |
5/14/2025 | Quadcap Wealth Management LLC | 55,820 | $1.65M | 0.2% | -11.7% | 0.151% | |
5/14/2025 | Jane Street Group LLC | 484,165 | $14.30M | 0.0% | +57.0% | 1.309% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 547,856 | $16.18M | 0.0% | -14.4% | 1.481% | |
5/14/2025 | Kestra Advisory Services LLC | 39,116 | $1.16M | 0.0% | +1.8% | 0.106% | |
5/14/2025 | Partners Capital Investment Group LLP | 559,637 | $16.53M | 0.3% | +265.0% | 1.513% | |
5/14/2025 | Vertex Planning Partners LLC | 100,043 | $2.96M | 0.6% | -36.6% | 0.270% | |
5/14/2025 | Legacy Financial Advisors Inc. | 15,113 | $446K | 0.1% | +34.7% | 0.041% | |
5/13/2025 | Aptus Capital Advisors LLC | 160,223 | $4.73M | 0.0% | -5.6% | 0.433% | |
5/13/2025 | Raymond James Financial Inc. | 872,362 | $25.77M | 0.0% | +10.7% | 2.358% | |
5/13/2025 | Stone House Investment Management LLC | 7,344 | $217K | 0.0% | N/A | 0.020% | |
5/13/2025 | HighTower Advisors LLC | 205,322 | $6.06M | 0.0% | -3.9% | 0.555% | |
5/12/2025 | Atlas Capital Advisors Inc. | 3,639 | $107K | 0.0% | -74.5% | 0.010% | |
5/12/2025 | Koss Olinger Consulting LLC | 14,470 | $427K | 0.0% | -9.3% | 0.039% | |
5/12/2025 | Savvy Advisors Inc. | 241,616 | $7.14M | 0.7% | +93.3% | 0.658% | |
5/12/2025 | AlphaCore Capital LLC | 171,023 | $5.05M | 0.4% | N/A | 0.466% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 2,251 | $66K | 0.0% | N/A | 0.006% | |
5/9/2025 | Exencial Wealth Advisors LLC | 81,373 | $2.40M | 0.1% | -17.0% | 0.222% | |
5/9/2025 | SoundView Advisors Inc. | 47,111 | $1.39M | 0.6% | +2.9% | 0.128% | |
5/9/2025 | Planning Alternatives Ltd. ADV | 326,169 | $9.63M | 1.5% | +13.8% | 0.889% | |
5/9/2025 | Commonwealth Equity Services LLC | 637,639 | $18.83M | 0.0% | +2.1% | 1.737% | |
5/9/2025 | Smithfield Trust Co | 5,575 | $166K | 0.0% | +21.9% | 0.015% | |
5/8/2025 | CAP Partners LLC | 21,714 | $641K | 0.5% | -6.8% | 0.059% | |
5/8/2025 | Eastern Bank | 61,098 | $1.81M | 0.0% | -86.9% | 0.166% | |
5/8/2025 | First Foundation Advisors | 313,807 | $9.27M | 0.4% | -29.6% | 0.855% | |
5/7/2025 | LPL Financial LLC | 1,243,236 | $36.72M | 0.0% | -16.3% | 3.388% | |
5/6/2025 | Cetera Investment Advisers | 122,891 | $3.63M | 0.0% | +26.5% | 0.335% | |
5/6/2025 | Avantax Advisory Services Inc. | 11,421 | $337K | 0.0% | +9.1% | 0.031% | |
5/5/2025 | New England Capital Financial Advisors LLC | 104,479 | $3.09M | 1.6% | +9.4% | 0.285% | |
5/5/2025 | ARQ Wealth Advisors LLC | 132,419 | $3.91M | 1.5% | -8.2% | 0.361% | |
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5/5/2025 | Private Advisor Group LLC | 164,479 | $4.86M | 0.0% | -12.1% | 0.448% | |
5/5/2025 | Diversify Advisory Services LLC | 35,941 | $1.09M | 0.1% | +32.2% | 0.098% | |
5/2/2025 | Larson Financial Group LLC | 6,923 | $204K | 0.0% | N/A | 0.019% | |
5/2/2025 | Fortress Wealth Management Inc. | 17,214 | $508K | 0.3% | -37.2% | 0.047% | |
5/2/2025 | Sigma Planning Corp | 23,668 | $699K | 0.0% | +16.8% | 0.064% | |
5/1/2025 | Bleakley Financial Group LLC | 150,821 | $4.46M | 0.1% | +4.9% | 0.411% | |
5/1/2025 | CWM LLC | 95,320 | $2.82M | 0.0% | -17.1% | 0.260% | |
5/1/2025 | Prism Advisors Inc. | 793,639 | $23.44M | 7.2% | +2.3% | 2.163% | |
5/1/2025 | Northwest Capital Management Inc | 95,320 | $2.82M | 1.2% | -17.1% | 0.260% | |
5/1/2025 | MA Private Wealth | 706,086 | $20.85M | 3.9% | -8.8% | 1.924% | |
4/30/2025 | Cerity Partners LLC | 472,272 | $13.95M | 0.0% | -2.0% | 1.287% | |
4/30/2025 | Telos Capital Management Inc. | 22,532 | $665K | 0.1% | +21.3% | 0.061% | |
4/30/2025 | Alps Advisors Inc. | 611,025 | $18.05M | 0.1% | +0.1% | 1.665% | |
4/30/2025 | Leavell Investment Management Inc. | 113,758 | $3.36M | 0.2% | +21.6% | 0.310% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 107,529 | $3.18M | 0.1% | +12.2% | 0.293% | |
4/29/2025 | Envestnet Asset Management Inc. | 34,852 | $1.03M | 0.0% | +47.0% | 0.095% | |
4/29/2025 | Penserra Capital Management LLC | 866,460 | $25.59M | 0.5% | +104.2% | 2.361% | |
4/28/2025 | D.A. Davidson & CO. | 152,586 | $4.51M | 0.0% | +5.1% | 0.416% | |
4/28/2025 | Sebold Capital Management Inc. | 104,048 | $3.07M | 2.0% | +6.7% | 0.284% | |
4/28/2025 | O Brien Wealth Partners LLC | 500,225 | $14.77M | 2.8% | -30.7% | 1.363% | |
4/28/2025 | Coastline Trust Co | 32,439 | $958K | 0.1% | -45.6% | 0.088% | |
4/25/2025 | Westside Investment Management Inc. | 4,659 | $138K | 0.0% | +109.8% | 0.013% | |
4/24/2025 | CWC Advisors LLC. | 26,746 | $790K | 0.4% | +20.7% | 0.073% | |
4/24/2025 | Financial Life Advisors | 124,064 | $3.66M | 1.4% | N/A | 0.338% | |
4/24/2025 | BSW Wealth Partners | 7,862 | $232K | 0.0% | N/A | 0.021% | |
4/23/2025 | Pinnacle Bancorp Inc. | 1,816 | $54K | 0.0% | N/A | 0.005% | |
4/23/2025 | Golden State Wealth Management LLC | 1,632 | $48K | 0.0% | +100.0% | 0.004% | |
4/23/2025 | Pacific Sage Partners LLC | 7,387 | $218K | 0.0% | N/A | 0.020% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,719 | $287K | 0.0% | -74.1% | 0.026% | |
4/22/2025 | WealthCare Investment Partners LLC | 90,265 | $2.62M | 1.1% | -17.8% | 0.246% | |
4/22/2025 | Retirement Planning Group LLC NY | 12,623 | $373K | 0.4% | +7.1% | 0.034% | |
4/22/2025 | Advisor Resource Council | 77,169 | $2.28M | 0.2% | N/A | 0.210% | |
4/21/2025 | O Dell Group LLC | 246,511 | $7.28M | 1.9% | -1.7% | 0.672% | |
4/21/2025 | United Advisor Group LLC | 46,564 | $1.38M | 0.3% | +8.7% | 0.127% | |
4/18/2025 | Tennessee Valley Asset Management Partners | 7,030 | $208K | 0.0% | -95.2% | 0.020% | |
4/18/2025 | CENTRAL TRUST Co | 302,620 | $8.94M | 0.2% | -1.6% | 0.848% | |
4/17/2025 | Mason & Associates Inc | 87,986 | $2.60M | 0.6% | -7.8% | 0.246% | |
4/17/2025 | Janney Montgomery Scott LLC | 79,030 | $2.33M | 0.0% | +9.4% | 0.221% | |
4/17/2025 | Mission Wealth Management LP | 7,747 | $229K | 0.0% | +7.7% | 0.022% | |
4/16/2025 | Krilogy Financial LLC | 120,673 | $3.56M | 0.2% | +17.9% | 0.338% | |
4/16/2025 | Smithbridge Asset Management Inc. DE | 7,233 | $214K | 0.0% | N/A | 0.020% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 16,567 | $489K | 0.1% | -2.8% | 0.046% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 109,784 | $3.24M | 0.2% | -27.4% | 0.308% | |
4/15/2025 | Focus Financial Network Inc. | 87,298 | $2.58M | 0.1% | +6.2% | 0.245% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 186,499 | $5.51M | 0.1% | +35.4% | 0.522% | |
4/14/2025 | Farther Finance Advisors LLC | 111,283 | $3.31M | 0.1% | +130,821.2% | 0.312% | |
4/14/2025 | Miracle Mile Advisors LLC | 30,887 | $912K | 0.0% | -62.1% | 0.087% | |
4/14/2025 | Buttonwood Financial Group LLC | 166,458 | $4.65M | 2.7% | -22.1% | 0.466% | |
4/14/2025 | ONE Advisory Partners LLC | 143,142 | $4.23M | 1.8% | -23.6% | 0.401% | |
4/11/2025 | First National Corp MA ADV | 95,960 | $2.83M | 0.6% | +8.8% | 0.269% | |
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4/11/2025 | Ehrlich Financial Group | 102,872 | $3.04M | 2.2% | +16.0% | 0.288% | |
4/11/2025 | Snider Financial Group | 14,289 | $422K | 0.1% | +23.0% | 0.040% | |
4/11/2025 | MKT Advisors LLC | 10,380 | $282K | 0.1% | -12.5% | 0.029% | |
4/10/2025 | Breakwater Capital Group | 206,899 | $6.11M | 1.1% | +0.8% | 0.580% | |
4/10/2025 | KWB Wealth | 272,694 | $8.07M | 1.0% | +17.9% | 0.764% | |
4/10/2025 | Cypress Wealth Services LLC | 176,193 | $5.20M | 1.1% | +1.3% | 0.494% | |
4/10/2025 | Richard P Slaughter Associates Inc | 181,597 | $5.36M | 1.3% | -71.3% | 0.509% | |
4/10/2025 | Watershed Private Wealth LLC | 157,360 | $4.65M | 1.9% | -23.4% | 0.441% | |
4/10/2025 | Amplius Wealth Advisors LLC | 23,190 | $685K | 0.1% | +30.5% | 0.065% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 641,795 | $18.96M | 0.8% | +12.8% | 1.798% | |