4/24/2025 | Bartlett & CO. Wealth Management LLC | 7,368 | $959K | 0.0% | +20.2% | 0.060% | |
4/23/2025 | Sequoia Financial Advisors LLC | 1,746 | $227K | 0.0% | N/A | 0.014% | |
4/23/2025 | Alpine Bank Wealth Management | 220 | $29K | 0.0% | N/A | 0.002% | |
4/23/2025 | Southern Capital Advisors LLC | 30,722 | $4.00M | 2.2% | +2.2% | 0.252% | |
4/23/2025 | Oppenheimer & Co. Inc. | 2,283 | $297K | 0.0% | +12.9% | 0.019% | |
4/22/2025 | Runnymede Capital Advisors Inc. | 870 | $113K | 0.1% | -9.4% | 0.007% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 39,877 | $5.19M | 0.0% | +1.2% | 0.327% | |
4/22/2025 | MinichMacGregor Wealth Management LLC | 56,140 | $7.31M | 1.6% | -14.1% | 0.460% | |
4/22/2025 | Merkkuri Wealth Advisors LLC | 12,118 | $1.58M | 1.4% | -3.7% | 0.099% | |
4/21/2025 | Well Done LLC | 36,763 | $4.91M | 0.9% | +3.4% | 0.301% | |
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4/21/2025 | Cadent Capital Advisors LLC | 34,186 | $4.45M | 1.6% | -17.1% | 0.280% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 2,877 | $375K | 0.0% | -29.3% | 0.024% | |
4/17/2025 | Blackston Financial Advisory Group LLC | 1,859 | $242K | 0.1% | -5.6% | 0.015% | |
4/17/2025 | Sowell Financial Services LLC | 2,912 | $379K | 0.0% | N/A | 0.024% | |
4/17/2025 | Janney Montgomery Scott LLC | 56,993 | $7.42M | 0.0% | -2.0% | 0.467% | |
4/17/2025 | Stillwater Capital Advisors LLC | 12,100 | $1.58M | 0.2% | -12.8% | 0.099% | |
4/17/2025 | Sound Income Strategies LLC | 380 | $49K | 0.0% | +171.4% | 0.003% | |
4/16/2025 | Tritonpoint Wealth LLC | 9,495 | $1.24M | 0.1% | +0.9% | 0.078% | |
4/16/2025 | Tudor Financial Inc. | 18,767 | $2.44M | 1.5% | +1.1% | 0.154% | |
4/16/2025 | Patriot Investment Management Group Inc. | 2,510 | $327K | 0.0% | -6.0% | 0.021% | |
4/16/2025 | Ferguson Wellman Capital Management Inc. | 66,100 | $8.61M | 0.2% | -1.1% | 0.542% | |
4/15/2025 | Laurel Wealth Advisors LLC | 12,040 | $1.57M | 0.2% | -2.5% | 0.099% | |
4/15/2025 | Transform Wealth LLC | 13,461 | $1.75M | 0.1% | N/A | 0.110% | |
4/15/2025 | CX Institutional | 19,784 | $2.58M | 0.1% | +6.8% | 0.162% | |
4/15/2025 | Kozak & Associates Inc. | 108,834 | $13.57M | 3.4% | +6.7% | 0.892% | |
4/14/2025 | Muirfield Wealth Advisors LLC | 4,851 | $632K | 0.5% | -26.7% | 0.040% | |
4/14/2025 | Farther Finance Advisors LLC | 483 | $63K | 0.0% | +997.7% | 0.004% | |
4/14/2025 | Centricity Wealth Management LLC | 230 | $30K | 0.0% | N/A | 0.002% | |
4/14/2025 | Charter Oak Capital Management LLC | 4,734 | $616K | 0.1% | -7.1% | 0.039% | |
4/11/2025 | Davis Capital Management | 821 | $107K | 0.1% | -29.7% | 0.007% | |
4/10/2025 | Retirement Planning Group LLC | 1,881 | $245K | 0.0% | N/A | 0.015% | |
4/10/2025 | Lakeshore Capital Group Inc. | 4,176 | $544K | 0.5% | N/A | 0.034% | |
4/9/2025 | Swisher Financial Concepts Inc. | 4,457 | $580K | 0.5% | +59.2% | 0.036% | |
4/9/2025 | Inspirion Wealth Advisors LLC | 1,910 | $249K | 0.0% | -20.2% | 0.016% | |
4/3/2025 | First Citizens Financial Corp | 38,815 | $5.05M | 2.9% | -1.2% | 0.317% | |
4/1/2025 | Modus Advisors LLC | 43,589 | $5.67M | 1.9% | -1.5% | 0.356% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,621 | $216K | 0.0% | N/A | 0.013% | |
3/5/2025 | Castle Rock Wealth Management LLC | 3,840 | $534K | 0.1% | -3.0% | 0.033% | |
2/26/2025 | Virtue Capital Management LLC | 6,277 | $838K | 0.2% | N/A | 0.054% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 2,794 | $373K | 0.0% | +62.1% | 0.024% | |
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2/18/2025 | Western Wealth Management LLC | 1,556 | $208K | 0.1% | -25.1% | 0.013% | |
2/18/2025 | Sunbelt Securities Inc. | 6,042 | $807K | 0.1% | -10.0% | 0.052% | |
2/18/2025 | Harmony Asset Management LLC | 11,103 | $1.48M | 0.6% | -29.2% | 0.084% | |
2/17/2025 | Waverly Advisors LLC | 16,424 | $2.19M | 0.0% | -4.1% | 0.125% | |
2/17/2025 | Royal Bank of Canada | 226,023 | $30.18M | 0.0% | -5.8% | 1.719% | |
2/17/2025 | KKM Financial LLC | 20,078 | $2.68M | 1.1% | -17.0% | 0.153% | |
2/17/2025 | Focus Partners Wealth | 8,540 | $1.14M | 0.0% | +7.7% | 0.065% | |
2/17/2025 | EP Wealth Advisors LLC | 1,347 | $180K | 0.0% | N/A | 0.010% | |
2/17/2025 | CoreCap Advisors LLC | 2,533 | $338K | 0.0% | +7.8% | 0.019% | |
2/17/2025 | Cresset Asset Management LLC | 1,800 | $240K | 0.0% | -69.7% | 0.014% | |
2/17/2025 | Cetera Investment Advisers | 40,404 | $5.40M | 0.0% | +0.8% | 0.307% | |
2/17/2025 | Blue Capital Inc. | 1,513 | $202K | 0.1% | N/A | 0.012% | |
2/17/2025 | Captrust Financial Advisors | 8,079 | $1.08M | 0.0% | +8.0% | 0.061% | |
2/17/2025 | Baird Financial Group Inc. | 24,686 | $3.30M | 0.0% | -12.7% | 0.188% | |
2/17/2025 | Bank of America Corp DE | 699,681 | $93.42M | 0.0% | +0.5% | 5.321% | |
2/17/2025 | Benjamin Edwards Inc. | 3,166 | $423K | 0.0% | +3.4% | 0.024% | |
2/17/2025 | Ameriprise Financial Inc. | 65,206 | $8.70M | 0.0% | -4.7% | 0.496% | |
2/17/2025 | Aptus Capital Advisors LLC | 226 | $30K | 0.0% | +653.3% | 0.002% | |
2/14/2025 | Jane Street Group LLC | 11,795 | $1.58M | 0.0% | N/A | 0.090% | |
2/14/2025 | Northern Trust Corp | 3,496 | $467K | 0.0% | -2.4% | 0.027% | |
2/14/2025 | IHT Wealth Management LLC | 14,778 | $1.97M | 0.1% | +2.2% | 0.112% | |
2/14/2025 | Stifel Financial Corp | 43,811 | $5.85M | 0.0% | +2.1% | 0.333% | |
2/14/2025 | OneDigital Investment Advisors LLC | 6,225 | $831K | 0.0% | -22.3% | 0.047% | |
2/14/2025 | Transce3nd LLC | 411 | $55K | 0.0% | N/A | 0.003% | |
2/14/2025 | MML Investors Services LLC | 189,064 | $25.24M | 0.1% | +5.8% | 1.438% | |
2/13/2025 | NewEdge Advisors LLC | 7,135 | $953K | 0.0% | +1.7% | 0.054% | |
2/13/2025 | Mariner LLC | 40,489 | $5.41M | 0.0% | +1.2% | 0.308% | |
2/13/2025 | Rockefeller Capital Management L.P. | 65,286 | $8.72M | 0.0% | +5.3% | 0.496% | |
2/13/2025 | Redwood Park Advisors LLC | 328 | $44K | 0.0% | N/A | 0.002% | |
2/13/2025 | Scotia Capital Inc. | 12,547 | $1.68M | 0.0% | +1.4% | 0.095% | |
2/13/2025 | Raymond James Financial Inc. | 137,769 | $18.40M | 0.0% | N/A | 1.048% | |
2/13/2025 | Advisory Services Network LLC | 29,147 | $3.89M | 0.1% | +4.0% | 0.222% | |
2/13/2025 | Swisher Financial Concepts Inc. | 2,799 | $374K | 0.4% | -48.0% | 0.021% | |
2/13/2025 | Rollins Financial Advisors LLC | 5,703 | $762K | 0.1% | -5.3% | 0.043% | |
2/13/2025 | Bank of Montreal Can | 144,086 | $19.24M | 0.0% | -9.9% | 1.096% | |
2/13/2025 | Cerity Partners LLC | 5,556 | $742K | 0.0% | -42.6% | 0.042% | |
2/13/2025 | Envestnet Asset Management Inc. | 10,861 | $1.45M | 0.0% | -76.7% | 0.083% | |
2/13/2025 | Wells Fargo & Company MN | 453,752 | $60.59M | 0.0% | +2.0% | 3.451% | |
2/12/2025 | Kesler Norman & Wride LLC | 5,712 | $763K | 0.2% | +32.8% | 0.043% | |
2/12/2025 | National Bank of Canada FI | 842 | $112K | 0.0% | -38.6% | 0.006% | |
2/12/2025 | Edmond DE Rothschild Holding S.A. | 2,000 | $267K | 0.0% | -33.3% | 0.015% | |
2/12/2025 | D L Carlson Investment Group Inc. | 8,481 | $1.13M | 0.2% | -18.6% | 0.064% | |
2/12/2025 | Allianz SE | 53,860 | $7.20M | 0.2% | N/A | 0.410% | |
2/12/2025 | Biondo Investment Advisors LLC | 4,380 | $585K | 0.1% | +17.6% | 0.033% | |
2/12/2025 | Blair William & Co. IL | 4,262 | $569K | 0.0% | +2.5% | 0.032% | |
2/12/2025 | Loomis Sayles & Co. L P | 1,095 | $146K | 0.0% | +35.4% | 0.008% | |
2/12/2025 | JPMorgan Chase & Co. | 9,427 | $1.26M | 0.0% | +26.8% | 0.072% | |
2/12/2025 | Ausdal Financial Partners Inc. | 2,466 | $329K | 0.0% | +26.2% | 0.019% | |
2/11/2025 | LPL Financial LLC | 294,409 | $39.31M | 0.0% | -4.2% | 2.239% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 960 | $128K | 0.1% | N/A | 0.007% | |
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2/11/2025 | Millstone Evans Group LLC | 1,500 | $200K | 0.1% | N/A | 0.011% | |
2/10/2025 | Harbour Investments Inc. | 672 | $90K | 0.0% | +14.9% | 0.005% | |
2/10/2025 | Corient Private Wealth LLC | 2,263 | $302K | 0.0% | -50.9% | 0.017% | |
2/10/2025 | Family Firm Inc. | 1,835 | $245K | 0.0% | -10.7% | 0.014% | |
2/10/2025 | Commonwealth Equity Services LLC | 43,437 | $5.80M | 0.0% | +5.3% | 0.330% | |
2/10/2025 | Avantax Advisory Services Inc. | 2,636 | $352K | 0.0% | +42.0% | 0.020% | |
2/7/2025 | HighTower Advisors LLC | 26,405 | $3.53M | 0.0% | -0.4% | 0.201% | |
2/7/2025 | Independent Advisor Alliance | 1,855 | $248K | 0.0% | N/A | 0.014% | |
2/6/2025 | Lindbrook Capital LLC | 34,017 | $4.54M | 0.4% | -4.3% | 0.259% | |
2/6/2025 | Raymond James Financial Inc. | 137,769 | $18.40M | 0.0% | N/A | 1.048% | |