4/17/2025 | Copia Wealth Management | 834 | $31K | 0.0% | N/A | 0.001% | |
4/17/2025 | Sowell Financial Services LLC | 44,247 | $1.64M | 0.1% | +3.1% | 0.075% | |
4/17/2025 | Janney Montgomery Scott LLC | 615,961 | $22.78M | 0.1% | -11.5% | 1.039% | |
4/17/2025 | Total Clarity Wealth Management Inc. | 16,575 | $559K | 0.2% | -8.8% | 0.028% | |
4/17/2025 | Sound Income Strategies LLC | 811 | $30K | 0.0% | +1,522.0% | 0.001% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 103,132 | $3.81M | 0.0% | -0.4% | 0.174% | |
4/15/2025 | Investment Partners Asset Management Inc. | 41,025 | $1.52M | 1.2% | -5.4% | 0.069% | |
4/15/2025 | Laurel Wealth Advisors LLC | 71,614 | $2.65M | 0.4% | +4.9% | 0.121% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 20,066 | $742K | 0.0% | +10.1% | 0.034% | |
4/14/2025 | BCS Wealth Management | 34,346 | $1.27M | 0.3% | +6.5% | 0.058% | |
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4/14/2025 | Park Avenue Securities LLC | 10,282 | $380K | 0.0% | +2.9% | 0.017% | |
4/14/2025 | KMG Fiduciary Partners LLC | 29,479 | $1.09M | 0.1% | +1.1% | 0.050% | |
4/14/2025 | Kraematon Investment Advisors Inc. | 20,209 | $747K | 0.8% | -6.6% | 0.034% | |
4/11/2025 | Cora Capital Advisors LLC | 5,688 | $210K | 0.1% | N/A | 0.010% | |
4/10/2025 | Fermata Advisors LLC | 110,795 | $4.10M | 0.7% | -1.1% | 0.187% | |
4/10/2025 | Amplius Wealth Advisors LLC | 60,236 | $2.23M | 0.2% | +2.1% | 0.102% | |
4/9/2025 | HBW Advisory Services LLC | 92,073 | $3.41M | 0.5% | -6.5% | 0.155% | |
3/21/2025 | Prostatis Group LLC | 89,054 | $3.01M | 0.9% | +14.6% | 0.152% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 103,509 | $3.49M | 0.0% | +12.4% | 0.184% | |
3/12/2025 | Centaurus Financial Inc. | 3,533 | $119K | 0.0% | +10.4% | 0.006% | |
2/27/2025 | XY Planning Network Inc. | 7,485 | $253K | 0.2% | N/A | 0.013% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 7,199 | $245K | 0.0% | N/A | 0.013% | |
2/21/2025 | WNY Asset Management LLC | 66,619 | $2.25M | 0.3% | -4.0% | 0.119% | |
2/18/2025 | Sunbelt Securities Inc. | 2,400 | $81K | 0.0% | N/A | 0.004% | |
2/18/2025 | Novem Group | 32,106 | $1.08M | 0.2% | N/A | 0.057% | |
2/17/2025 | Royal Bank of Canada | 864,979 | $29.19M | 0.0% | +0.6% | 1.542% | |
2/17/2025 | Napa Wealth Management | 21,321 | $719K | 0.3% | +95.5% | 0.038% | |
2/17/2025 | LRI Investments LLC | 44,082 | $1.49M | 0.1% | +20.5% | 0.079% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 22,006 | $742K | 0.0% | -15.1% | 0.039% | |
2/17/2025 | CoreCap Advisors LLC | 933 | $31K | 0.0% | -65.2% | 0.002% | |
2/17/2025 | Cambridge Investment Research Advisors Inc. | 916,960 | $30.94M | 0.1% | +1.7% | 1.635% | |
2/17/2025 | Cetera Investment Advisers | 393,855 | $13.29M | 0.0% | +4.2% | 0.702% | |
2/17/2025 | Cary Street Partners Financial LLC | 10,240 | $345K | 0.0% | N/A | 0.018% | |
2/17/2025 | Citadel Advisors LLC | 600,041 | $20.25M | 0.0% | N/A | 1.070% | |
2/17/2025 | Baird Financial Group Inc. | 251,278 | $8.48M | 0.0% | -29.8% | 0.448% | |
2/17/2025 | Bank of America Corp DE | 7,327,634 | $247.23M | 0.0% | -9.2% | 13.062% | |
2/17/2025 | Benjamin Edwards Inc. | 36,432 | $1.23M | 0.0% | -14.2% | 0.065% | |
2/17/2025 | Ameriprise Financial Inc. | 15,356 | $518K | 0.0% | +16.7% | 0.027% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 10,855 | $366K | 0.0% | -19.7% | 0.019% | |
2/14/2025 | Jane Street Group LLC | 291,932 | $9.85M | 0.0% | +50.8% | 0.520% | |
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2/14/2025 | Triumph Capital Management | 7,107 | $240K | 0.1% | +6.7% | 0.013% | |
2/14/2025 | Two Sigma Securities LLC | 8,476 | $286K | 0.0% | N/A | 0.015% | |
2/14/2025 | Empire Financial Management Company LLC | 132,111 | $4.46M | 1.4% | +9.7% | 0.235% | |
2/14/2025 | Harvest Investment Services LLC | 14,200 | $479K | 0.1% | +2.8% | 0.025% | |
2/14/2025 | Susquehanna International Group LLP | 60,605 | $2.05M | 0.0% | +964.6% | 0.108% | |
2/14/2025 | IHT Wealth Management LLC | 14,080 | $475K | 0.0% | -28.4% | 0.025% | |
2/14/2025 | Stifel Financial Corp | 554,500 | $18.71M | 0.0% | +37.6% | 0.988% | |
2/14/2025 | MML Investors Services LLC | 93,004 | $3.14M | 0.0% | +0.5% | 0.166% | |
2/13/2025 | Anchor Investment Management LLC | 8,839 | $298K | 0.0% | +9.8% | 0.016% | |
2/13/2025 | Belpointe Asset Management LLC | 54,898 | $2.00M | 0.1% | -1.7% | 0.098% | |
2/13/2025 | CreativeOne Wealth LLC | 15,375 | $519K | 0.0% | +140.6% | 0.027% | |
2/13/2025 | SageView Advisory Group LLC | 20,684 | $698K | 0.0% | -5.7% | 0.037% | |
2/13/2025 | Synovus Financial Corp | 7,881 | $266K | 0.0% | -58.7% | 0.014% | |
2/13/2025 | Rockefeller Capital Management L.P. | 73,297 | $2.47M | 0.0% | -3.4% | 0.131% | |
2/13/2025 | TRUE Private Wealth Advisors | 15,200 | $513K | 0.1% | -5.3% | 0.027% | |
2/13/2025 | Advisory Services Network LLC | 11,845 | $400K | 0.0% | N/A | 0.021% | |
2/13/2025 | Renaissance Technologies LLC | 12,000 | $405K | 0.0% | N/A | 0.021% | |
2/13/2025 | Envestnet Asset Management Inc. | 243,631 | $8.22M | 0.0% | +1.5% | 0.434% | |
2/13/2025 | Wells Fargo & Company MN | 1,277,707 | $43.11M | 0.0% | -0.2% | 2.278% | |
2/12/2025 | World Investment Advisors | 25,443 | $858K | 0.0% | -1.6% | 0.045% | |
2/12/2025 | OneAscent Financial Services LLC | 8,282 | $279K | 0.0% | N/A | 0.015% | |
2/12/2025 | National Bank of Canada FI | 57,327 | $1.93M | 0.0% | +31.2% | 0.102% | |
2/12/2025 | Orion Portfolio Solutions LLC | 255,587 | $8.62M | 0.1% | +11.1% | 0.456% | |
2/12/2025 | JPMorgan Chase & Co. | 1,436 | $48K | 0.0% | -76.2% | 0.003% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 6,310 | $213K | 0.0% | -23.9% | 0.011% | |
2/11/2025 | Modern Wealth Management LLC | 55,687 | $1.97M | 0.1% | -64.0% | 0.099% | |
2/11/2025 | LPL Financial LLC | 2,453,397 | $82.78M | 0.0% | +2.1% | 4.373% | |
2/10/2025 | Independent Family Office LLC | 10,315 | $348K | 0.2% | -16.2% | 0.018% | |
2/10/2025 | Cozad Asset Management Inc. | 19,752 | $666K | 0.1% | +15.3% | 0.035% | |
2/10/2025 | Harbour Investments Inc. | 25,812 | $871K | 0.0% | +23.2% | 0.046% | |
2/10/2025 | Commonwealth Equity Services LLC | 448,409 | $15.13M | 0.0% | -4.8% | 0.799% | |
2/10/2025 | Avantax Advisory Services Inc. | 272,688 | $9.20M | 0.1% | +9.7% | 0.486% | |
2/7/2025 | PFG Advisors | 23,091 | $779K | 0.0% | +14.8% | 0.041% | |
2/7/2025 | HighTower Advisors LLC | 48,901 | $1.65M | 0.0% | -4.2% | 0.087% | |
2/7/2025 | Moors & Cabot Inc. | 20,717 | $699K | 0.0% | +12.3% | 0.037% | |
2/7/2025 | Founders Financial Alliance LLC | 53,925 | $1.82M | 0.5% | -5.8% | 0.096% | |
2/7/2025 | Independent Advisor Alliance | 15,498 | $523K | 0.0% | N/A | 0.028% | |
2/7/2025 | Sowell Financial Services LLC | 42,918 | $1.45M | 0.1% | -20.6% | 0.077% | |
2/7/2025 | PNC Financial Services Group Inc. | 1,000 | $34K | 0.0% | N/A | 0.002% | |
2/7/2025 | Aviance Capital Partners LLC | 29,047 | $980K | 0.1% | -4.8% | 0.052% | |
2/6/2025 | Raymond James Financial Inc. | 1,657,274 | $55.92M | 0.0% | N/A | 2.954% | |
2/6/2025 | Atria Investments Inc | 8,592 | $290K | 0.0% | +29.4% | 0.015% | |
2/6/2025 | Jones Financial Companies Lllp | 317,013 | $10.70M | 0.0% | +56.8% | 0.565% | |
2/5/2025 | SRS Capital Advisors Inc. | 5,487 | $185K | 0.0% | N/A | 0.010% | |
2/5/2025 | MMA Asset Management LLC | 26,271 | $886K | 0.4% | N/A | 0.047% | |
2/5/2025 | Sharkey Howes & Javer | 28,907 | $975K | 0.1% | -46.9% | 0.052% | |
2/4/2025 | Bank of New York Mellon Corp | 11,480 | $387K | 0.0% | N/A | 0.020% | |
2/4/2025 | IFP Advisors Inc | 72,026 | $2.43M | 0.1% | +19.7% | 0.128% | |
2/4/2025 | World Equity Group Inc. | 13,882 | $468K | 0.1% | +100.0% | 0.025% | |
2/3/2025 | Sigma Planning Corp | 15,315 | $517K | 0.0% | -35.8% | 0.027% | |
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2/3/2025 | Lane & Associates LLC | 32,293 | $1.12M | 0.6% | +25.7% | 0.058% | |
2/3/2025 | Private Advisor Group LLC | 100,349 | $3.39M | 0.0% | -5.6% | 0.179% | |
2/3/2025 | Financial Management Network Inc. | 412,507 | $13.97M | 2.9% | -1.6% | 0.735% | |
1/31/2025 | Global Retirement Partners LLC | 5,755 | $194K | 0.0% | -39.8% | 0.010% | |
1/31/2025 | Atria Wealth Solutions Inc. | 58,991 | $2.01M | 0.0% | +1.4% | 0.105% | |
1/31/2025 | Truist Financial Corp | 8,833 | $298K | 0.0% | -9.1% | 0.016% | |
1/31/2025 | Sanctuary Advisors LLC | 10,902 | $382K | 0.0% | -7.0% | 0.019% | |
1/31/2025 | J.W. Cole Advisors Inc. | 161,658 | $5.45M | 0.2% | -3.4% | 0.288% | |
1/30/2025 | Strategic Financial Concepts LLC | 80,658 | $2.72M | 0.1% | +321.8% | 0.144% | |
1/30/2025 | Investment Partners Asset Management Inc. | 43,348 | $1.46M | 1.1% | +11.8% | 0.077% | |