5/2/2025 | Kingsview Wealth Management LLC | 161,446 | $8.17M | 0.2% | +5.6% | 0.609% | |
4/30/2025 | Leavell Investment Management Inc. | 9,680 | $490K | 0.0% | -18.4% | 0.036% | |
4/29/2025 | Envestnet Asset Management Inc. | 198,962 | $10.07M | 0.0% | -42.1% | 0.750% | |
4/29/2025 | Concurrent Investment Advisors LLC | 11,852 | $600K | 0.0% | N/A | 0.045% | |
4/28/2025 | D.A. Davidson & CO. | 169,943 | $8.60M | 0.1% | +8.5% | 0.641% | |
4/28/2025 | Weaver Consulting Group | 5,259 | $266K | 0.1% | -4.3% | 0.020% | |
4/25/2025 | Guerra Advisors Inc | 6,823 | $345K | 0.2% | N/A | 0.026% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 95,504 | $4.83M | 0.1% | -1.2% | 0.360% | |
4/22/2025 | Flagship Harbor Advisors LLC | 80,299 | $4.06M | 0.2% | -20.2% | 0.303% | |
4/22/2025 | Encompass Wealth Advisors LLC | 12,877 | $652K | 0.3% | -2.2% | 0.049% | |
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4/22/2025 | Cambridge Investment Research Advisors Inc. | 69,807 | $3.53M | 0.0% | -53.1% | 0.263% | |
4/17/2025 | Good Life Advisors LLC | 28,854 | $1.46M | 0.1% | +12.0% | 0.115% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 26,963 | $1.37M | 0.0% | -16.4% | 0.108% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 25,280 | $1.28M | 0.0% | +39.8% | 0.101% | |
4/10/2025 | Fermata Advisors LLC | 6,395 | $324K | 0.1% | -25.9% | 0.025% | |
4/9/2025 | RFG Advisory LLC | 8,173 | $414K | 0.0% | +17.5% | 0.033% | |
4/9/2025 | Merit Financial Group LLC | 5,372 | $272K | 0.0% | -28.0% | 0.021% | |
4/9/2025 | PMG Wealth Management Inc. | 69,845 | $3.52M | 3.7% | +2.8% | 0.278% | |
4/8/2025 | Rothschild Investment LLC | 1,250 | $63K | 0.0% | +66.7% | 0.005% | |
4/8/2025 | Lowe Wealth Advisors LLC | 26,510 | $1.34M | 0.6% | +12.0% | 0.106% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 32,240 | $1.62M | 0.0% | +408.5% | 0.133% | |
2/17/2025 | Cetera Investment Advisers | 3,993 | $201K | 0.0% | -33.6% | 0.021% | |
2/17/2025 | Ameriprise Financial Inc. | 5,695 | $287K | 0.0% | N/A | 0.030% | |
2/17/2025 | Alteri Wealth LLC | 7,086 | $357K | 0.1% | N/A | 0.037% | |
2/14/2025 | Jane Street Group LLC | 58,044 | $2.92M | 0.0% | +209.4% | 0.301% | |
2/14/2025 | Comerica Bank | 9,151 | $461K | 0.0% | +7.2% | 0.047% | |
2/14/2025 | Integrated Wealth Concepts LLC | 5,740 | $289K | 0.0% | +20.2% | 0.030% | |
2/14/2025 | IHT Wealth Management LLC | 41,407 | $2.09M | 0.1% | +64.8% | 0.215% | |
2/14/2025 | Stifel Financial Corp | 53,394 | $2.69M | 0.0% | -3.9% | 0.277% | |
2/14/2025 | OneDigital Investment Advisors LLC | 7,328 | $369K | 0.0% | N/A | 0.038% | |
2/14/2025 | BOS Asset Management LLC | 773,658 | $38.95M | 14.0% | +4.8% | 4.009% | |
2/13/2025 | NewEdge Advisors LLC | 29,502 | $1.49M | 0.0% | +133.8% | 0.153% | |
2/13/2025 | Main Street Financial Solutions LLC | 15,210 | $766K | 0.1% | N/A | 0.079% | |
2/13/2025 | Mariner LLC | 302,684 | $15.24M | 0.0% | +515.7% | 1.568% | |
2/13/2025 | TME Financial Inc. | 19,039 | $968K | 0.9% | N/A | 0.099% | |
2/13/2025 | Raymond James Financial Inc. | 602,197 | $30.32M | 0.0% | N/A | 3.120% | |
2/13/2025 | Envestnet Asset Management Inc. | 343,742 | $17.31M | 0.0% | +7.2% | 1.781% | |
2/13/2025 | Wells Fargo & Company MN | 542,081 | $27.29M | 0.0% | +6.0% | 2.809% | |
2/12/2025 | Alliancebernstein L.P. | 12,706,032 | $639.75M | 0.2% | -5.2% | 65.834% | |
2/12/2025 | Ausdal Financial Partners Inc. | 177,212 | $8.92M | 0.8% | +13.4% | 0.918% | |
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2/11/2025 | LPL Financial LLC | 2,951,236 | $148.60M | 0.1% | +10.9% | 15.291% | |
2/10/2025 | Cozad Asset Management Inc. | 17,776 | $895K | 0.1% | +35.0% | 0.092% | |
2/10/2025 | Corient Private Wealth LLC | 8,897 | $448K | 0.0% | -49.4% | 0.046% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 14,865 | $748K | 0.0% | +8.8% | 0.077% | |
2/10/2025 | Commonwealth Equity Services LLC | 179,102 | $9.02M | 0.0% | +8.0% | 0.928% | |
2/10/2025 | Avantax Advisory Services Inc. | 14,665 | $738K | 0.0% | +23.5% | 0.076% | |
2/7/2025 | Independent Advisor Alliance | 19,870 | $1M | 0.0% | N/A | 0.103% | |
2/7/2025 | Moran Wealth Management LLC | 106,058 | $5.34M | 0.2% | N/A | 0.550% | |
2/6/2025 | Raymond James Financial Inc. | 602,197 | $30.32M | 0.0% | N/A | 3.120% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 2,700 | $136K | 0.0% | +440.0% | 0.014% | |
2/5/2025 | Private Trust Co. NA | 16,696 | $841K | 0.1% | -1.7% | 0.087% | |
2/5/2025 | Oppenheimer Asset Management Inc. | 96,694 | $4.87M | 0.1% | +2.3% | 0.501% | |
2/4/2025 | Rothschild Investment LLC | 750 | $38K | 0.0% | N/A | 0.004% | |
2/4/2025 | MONECO Advisors LLC | 12,038 | $606K | 0.1% | -14.1% | 0.062% | |
2/3/2025 | PMG Wealth Management Inc. | 67,964 | $3.42M | 3.1% | N/A | 0.352% | |
2/3/2025 | Private Advisor Group LLC | 224,115 | $11.28M | 0.1% | +21.8% | 1.161% | |
1/31/2025 | D.A. Davidson & CO. | 156,618 | $7.89M | 0.1% | +5.4% | 0.811% | |
1/31/2025 | Truist Financial Corp | 407,400 | $20.51M | 0.0% | +6.6% | 2.111% | |
1/31/2025 | Sanctuary Advisors LLC | 31,422 | $1.59M | 0.0% | -3.1% | 0.163% | |
1/30/2025 | Quantum Private Wealth LLC | 10,272 | $517K | 0.2% | +24.2% | 0.053% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 44,352 | $2.23M | 0.2% | N/A | 0.230% | |
1/29/2025 | Leavell Investment Management Inc. | 11,864 | $601K | 0.0% | -21.1% | 0.061% | |
1/28/2025 | Kingsview Wealth Management LLC | 152,894 | $7.70M | 0.1% | +9.3% | 0.792% | |
1/27/2025 | Trilogy Capital Inc. | 33,674 | $1.70M | 0.1% | +11.2% | 0.174% | |
1/24/2025 | Magnolia Capital Advisors LLC | 4,716 | $237K | 0.1% | N/A | 0.024% | |
1/24/2025 | N.E.W. Advisory Services LLC | 15,772 | $794K | 0.1% | -26.2% | 0.082% | |
1/23/2025 | USAdvisors Wealth Management LLC | 21,390 | $1.08M | 0.4% | N/A | 0.111% | |
1/21/2025 | Flagship Harbor Advisors LLC | 100,569 | $5.06M | 0.3% | +11.0% | 0.521% | |
1/21/2025 | Cornerstone Wealth Management LLC | 11,087 | $558K | 0.0% | +4.8% | 0.057% | |
1/16/2025 | Ellsworth Advisors LLC | 49,922 | $2.51M | 0.7% | +12.3% | 0.259% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 18,086 | $911K | 0.0% | +14.8% | 0.094% | |
1/15/2025 | Fermata Advisors LLC | 8,632 | $435K | 0.1% | -30.2% | 0.045% | |
1/13/2025 | Accelerate Investment Advisors LLC | 5,026 | $253K | 0.2% | -72.9% | 0.026% | |
1/10/2025 | Lowe Wealth Advisors LLC | 23,675 | $1.19M | 0.5% | +6.9% | 0.123% | |
11/25/2024 | Sanctuary Advisors LLC | 32,422 | $1.64M | 0.0% | +166.0% | 0.168% | |
11/15/2024 | MML Investors Services LLC | 16,268 | $827K | 0.0% | +1.6% | 0.084% | |
11/15/2024 | Laraway Financial Advisors Inc | 7,206 | $366K | 0.3% | N/A | 0.037% | |
11/15/2024 | Jane Street Group LLC | 18,760 | $954K | 0.0% | -86.0% | 0.097% | |
11/15/2024 | Stifel Financial Corp | 55,553 | $2.83M | 0.0% | +8.8% | 0.288% | |
11/15/2024 | IHT Wealth Management LLC | 25,127 | $1.28M | 0.0% | -35.2% | 0.130% | |
11/15/2024 | Integrated Wealth Concepts LLC | 4,774 | $243K | 0.0% | +20.2% | 0.025% | |
11/15/2024 | Hilltop Holdings Inc. | 8,500 | $432K | 0.0% | N/A | 0.044% | |
11/14/2024 | Flow Traders U.S. LLC | 22,653 | $1.15M | 0.1% | +168.5% | 0.117% | |
11/13/2024 | D.A. Davidson & CO. | 148,536 | $7.55M | 0.1% | +6.9% | 0.770% | |
11/12/2024 | Kingsview Wealth Management LLC | 139,921 | $7.11M | 0.1% | +17.8% | 0.725% | |
11/12/2024 | Great Valley Advisor Group Inc. | 15,345 | $780K | 0.0% | +3.7% | 0.080% | |
11/9/2024 | LPL Financial LLC | 2,661,772 | $135.34M | 0.1% | +0.9% | 13.792% | |
11/6/2024 | Oppenheimer Asset Management Inc. | 94,559 | $4.81M | 0.1% | -1.7% | 0.490% | |
11/1/2024 | Leavell Investment Management Inc. | 15,044 | $765K | 0.0% | +13.4% | 0.078% | |
11/1/2024 | Quantum Private Wealth LLC | 8,270 | $420K | 0.1% | -10.8% | 0.043% | |
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10/31/2024 | Cozad Asset Management Inc. | 13,165 | $669K | 0.1% | +198.2% | 0.068% | |
10/25/2024 | MONECO Advisors LLC | 14,021 | $713K | 0.1% | N/A | 0.073% | |
10/22/2024 | Private Advisor Group LLC | 183,951 | $9.35M | 0.1% | +75.0% | 0.953% | |
10/21/2024 | Trilogy Capital Inc. | 30,276 | $1.54M | 0.1% | +6.5% | 0.157% | |
10/18/2024 | Raymond James & Associates | 114,434 | $5.82M | 0.0% | +371.3% | 0.593% | |
10/17/2024 | Ellsworth Advisors LLC | 44,435 | $2.26M | 0.6% | -18.8% | 0.230% | |
10/16/2024 | Good Life Advisors LLC | 25,762 | $1.31M | 0.1% | N/A | 0.133% | |
10/16/2024 | Cornerstone Wealth Management LLC | 10,580 | $538K | 0.0% | +15.2% | 0.055% | |
10/16/2024 | BOS Asset Management LLC | 738,334 | $37.54M | 13.8% | +102.5% | 3.826% | |
10/15/2024 | SWS Partners | 16,833 | $856K | 0.3% | -16.5% | 0.087% | |