8/5/2025 | Sigma Planning Corp | 9,279 | $765K | 0.0% | -4.0% | 0.195% | |
8/1/2025 | Transcend Capital Advisors LLC | 8,884 | $732K | 0.1% | +18.5% | 0.187% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 2,687 | $222K | 0.0% | -6.3% | 0.057% | |
8/1/2025 | Envestnet Asset Management Inc. | 117,384 | $9.68M | 0.0% | +32.2% | 2.471% | |
7/29/2025 | Koshinski Asset Management Inc. | 2,520 | $208K | 0.0% | N/A | 0.053% | |
7/29/2025 | Stratos Wealth Partners LTD. | 8,989 | $741K | 0.0% | +49.1% | 0.189% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 11,305 | $932K | 0.2% | -7.7% | 0.238% | |
7/25/2025 | Atria Wealth Solutions Inc. | 8,849 | $730K | 0.0% | -70.7% | 0.186% | |
7/18/2025 | New Wave Wealth Advisors LLC | 5,064 | $417K | 0.2% | -8.9% | 0.108% | |
7/18/2025 | Brueske Advisory Services LLC | 12,412 | $1.02M | 0.7% | -8.8% | 0.264% | |
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7/17/2025 | Janney Montgomery Scott LLC | 50,302 | $4.15M | 0.0% | -0.3% | 1.070% | |
7/16/2025 | Sylvest Advisors LLC | 17,462 | $1.44M | 0.8% | +3.0% | 0.372% | |
7/14/2025 | GAMMA Investing LLC | 445 | $37K | 0.0% | N/A | 0.009% | |
7/11/2025 | Wealth Management Partners LLC | 36,062 | $2.99M | 1.1% | -0.8% | 0.776% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 27,133 | $2.27M | 0.0% | -1.3% | 0.584% | |
6/27/2025 | Goldman Sachs Group Inc. | 52,795 | $3.95M | 0.0% | +5.6% | 1.123% | |
5/21/2025 | Geneos Wealth Management Inc. | 2,251 | $169K | 0.0% | +9.1% | 0.050% | |
5/19/2025 | Jane Street Group LLC | 4,832 | $362K | 0.0% | N/A | 0.103% | |
5/16/2025 | Goldman Sachs Group Inc. | 52,795 | $3.95M | 0.0% | +5.6% | 1.123% | |
5/16/2025 | Jones Financial Companies Lllp | 5,098 | $354K | 0.0% | +62.2% | 0.108% | |
5/16/2025 | NewEdge Advisors LLC | 206,918 | $15.49M | 0.1% | -1.4% | 4.403% | |
5/16/2025 | Integrated Wealth Concepts LLC | 5,385 | $403K | 0.0% | N/A | 0.115% | |
5/14/2025 | Transamerica Financial Advisors LLC | 15,333 | $1.15M | 0.1% | +46,363.6% | 0.326% | |
5/14/2025 | Comerica Bank | 10,643 | $797K | 0.0% | -6.4% | 0.226% | |
5/14/2025 | Synovus Financial Corp | 11,787 | $883K | 0.0% | N/A | 0.251% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 32,430 | $2.43M | 0.0% | +60.6% | 0.690% | |
5/14/2025 | Kestra Advisory Services LLC | 26,109 | $1.96M | 0.0% | +8.3% | 0.556% | |
5/14/2025 | Flow Traders U.S. LLC | 10,438 | $782K | 0.0% | N/A | 0.222% | |
5/14/2025 | Venture Visionary Partners LLC | 2,800 | $210K | 0.0% | -50.0% | 0.060% | |
5/14/2025 | JT Stratford LLC | 16,532 | $1.24M | 0.2% | -6.4% | 0.352% | |
5/13/2025 | Raymond James Financial Inc. | 136,523 | $10.22M | 0.0% | -22.9% | 2.905% | |
5/13/2025 | HighTower Advisors LLC | 4,081 | $306K | 0.0% | N/A | 0.087% | |
5/12/2025 | Benjamin Edwards Inc. | 89,784 | $6.72M | 0.1% | +34.5% | 1.910% | |
5/9/2025 | Atria Wealth Solutions Inc. | 30,247 | $2.27M | 0.0% | +3.6% | 0.644% | |
5/8/2025 | Harbour Investments Inc. | 3,093 | $232K | 0.0% | -4.3% | 0.066% | |
5/7/2025 | LPL Financial LLC | 620,220 | $46.44M | 0.0% | +8.9% | 13.196% | |
5/6/2025 | Cetera Investment Advisers | 57,710 | $4.32M | 0.0% | +12.9% | 1.228% | |
5/6/2025 | WMG Financial Advisors LLC | 3,659 | $274K | 0.1% | -9.6% | 0.078% | |
5/6/2025 | 1776 Wealth LLC | 2,989 | $224K | 0.1% | -17.6% | 0.064% | |
5/5/2025 | IFP Advisors Inc | 4,989 | $374K | 0.0% | +5.3% | 0.106% | |
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5/5/2025 | PCG Wealth Advisors LLC | 20,483 | $1.53M | 0.5% | -8.2% | 0.436% | |
5/5/2025 | Private Advisor Group LLC | 46,010 | $3.45M | 0.0% | +3.0% | 0.979% | |
5/2/2025 | Kingsview Wealth Management LLC | 71,934 | $5.39M | 0.1% | -11.9% | 1.514% | |
5/2/2025 | Sigma Planning Corp | 9,669 | $724K | 0.0% | +55.1% | 0.204% | |
4/29/2025 | Envestnet Asset Management Inc. | 88,816 | $6.65M | 0.0% | +565.5% | 1.870% | |
4/29/2025 | Element Wealth LLC | 5,155 | $386K | 0.2% | -3.1% | 0.109% | |
4/28/2025 | D.A. Davidson & CO. | 4,668 | $350K | 0.0% | -5.5% | 0.098% | |
4/25/2025 | New Wave Wealth Advisors LLC | 5,560 | $416K | 0.2% | -34.8% | 0.113% | |
4/24/2025 | Transcend Capital Advisors LLC | 7,499 | $562K | 0.0% | N/A | 0.153% | |
4/23/2025 | Sylvest Advisors LLC | 16,951 | $1.27M | 0.8% | +8.6% | 0.339% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 12,248 | $917K | 0.2% | +2.0% | 0.245% | |
4/22/2025 | Brueske Advisory Services LLC | 13,615 | $1.02M | 1.0% | -4.9% | 0.272% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 18,630 | $1.40M | 0.0% | +4.9% | 0.373% | |
4/17/2025 | Janney Montgomery Scott LLC | 50,468 | $3.78M | 0.0% | +8.6% | 1.009% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 27,485 | $2.06M | 0.0% | +0.9% | 0.550% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 648 | $49K | 0.0% | N/A | 0.013% | |
4/15/2025 | Integrated Advisors Network LLC | 4,036 | $302K | 0.0% | -5.5% | 0.081% | |
4/10/2025 | Wealth Management Partners LLC | 36,353 | $2.72M | 1.3% | +1.2% | 0.727% | |
4/9/2025 | NBC Securities Inc. | 675 | $50K | 0.0% | N/A | 0.014% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 27,251 | $2.18M | 0.0% | +6.0% | 0.545% | |
2/25/2025 | Integrated Advisors Network LLC | 4,270 | $342K | 0.0% | N/A | 0.085% | |
2/18/2025 | JT Stratford LLC | 17,663 | $1.41M | 0.2% | N/A | 0.353% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 794 | $64K | 0.0% | N/A | 0.016% | |
2/17/2025 | Cetera Investment Advisers | 51,121 | $4.09M | 0.0% | +24.6% | 1.022% | |
2/17/2025 | Baird Financial Group Inc. | 8,350 | $668K | 0.0% | +9.4% | 0.167% | |
2/17/2025 | Benjamin Edwards Inc. | 66,740 | $5.34M | 0.1% | -4.3% | 1.335% | |
2/14/2025 | Comerica Bank | 11,365 | $909K | 0.0% | +13.0% | 0.227% | |
2/14/2025 | IHT Wealth Management LLC | 3,319 | $265K | 0.0% | N/A | 0.066% | |
2/14/2025 | Stifel Financial Corp | 33,851 | $2.71M | 0.0% | -14.9% | 0.677% | |
2/13/2025 | NewEdge Advisors LLC | 209,796 | $16.78M | 0.1% | -1.6% | 4.196% | |
2/13/2025 | Mariner LLC | 5,600 | $448K | 0.0% | -2.8% | 0.112% | |
2/13/2025 | Raymond James Financial Inc. | 177,072 | $14.17M | 0.0% | N/A | 3.541% | |
2/13/2025 | Envestnet Asset Management Inc. | 13,346 | $1.07M | 0.0% | +44.7% | 0.267% | |
2/13/2025 | KCM Investment Advisors LLC | 38,381 | $3.07M | 0.1% | +1.8% | 0.768% | |
2/13/2025 | Wells Fargo & Company MN | 575,026 | $46.00M | 0.0% | -8.0% | 11.501% | |
2/12/2025 | World Investment Advisors | 7,830 | $626K | 0.0% | N/A | 0.157% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 12,012 | $961K | 0.2% | N/A | 0.240% | |
2/12/2025 | JPMorgan Chase & Co. | 2,153 | $172K | 0.0% | -29.0% | 0.043% | |
2/11/2025 | LPL Financial LLC | 569,446 | $45.56M | 0.0% | +11.9% | 11.389% | |
2/10/2025 | Harbour Investments Inc. | 3,231 | $258K | 0.0% | +14.1% | 0.065% | |
2/10/2025 | Commonwealth Equity Services LLC | 26,418 | $2.11M | 0.0% | +39.2% | 0.528% | |
2/7/2025 | Independent Advisor Alliance | 2,863 | $229K | 0.0% | N/A | 0.057% | |
2/7/2025 | PNC Financial Services Group Inc. | 482 | $39K | 0.0% | -55.1% | 0.010% | |
2/6/2025 | Raymond James Financial Inc. | 177,072 | $14.17M | 0.0% | N/A | 3.541% | |
2/6/2025 | Jones Financial Companies Lllp | 3,143 | $251K | 0.0% | +78.3% | 0.063% | |
2/5/2025 | Brueske Advisory Services LLC | 14,310 | $1.15M | 1.0% | N/A | 0.286% | |
2/5/2025 | Oppenheimer & Co. Inc. | 2,602 | $208K | 0.0% | N/A | 0.052% | |
2/3/2025 | Sigma Planning Corp | 6,236 | $499K | 0.0% | -2.6% | 0.125% | |
2/3/2025 | Element Wealth LLC | 5,320 | $426K | 0.2% | -2.7% | 0.106% | |
2/3/2025 | Private Advisor Group LLC | 44,669 | $3.57M | 0.0% | -1.4% | 0.893% | |
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1/31/2025 | Global Retirement Partners LLC | 22,113 | $1.77M | 0.1% | +10.9% | 0.447% | |
1/31/2025 | Atria Wealth Solutions Inc. | 29,205 | $2.34M | 0.0% | -5.4% | 0.590% | |
1/31/2025 | D.A. Davidson & CO. | 4,942 | $395K | 0.0% | -42.4% | 0.100% | |
1/31/2025 | Truist Financial Corp | 2,816 | $225K | 0.0% | N/A | 0.057% | |
1/30/2025 | Allworth Financial LP | 625 | $53K | 0.0% | +23.8% | 0.013% | |
1/30/2025 | G&S Capital LLC | 11,838 | $947K | 0.4% | N/A | 0.239% | |
1/29/2025 | BostonPremier Wealth LLC | 4,693 | $375K | 0.2% | N/A | 0.099% | |
1/28/2025 | Kingsview Wealth Management LLC | 81,655 | $6.53M | 0.1% | -9.7% | 1.719% | |
1/27/2025 | Financial Advocates Investment Management | 3,563 | $285K | 0.0% | +5.7% | 0.075% | |
1/27/2025 | Stratos Wealth Partners LTD. | 6,046 | $484K | 0.0% | -13.3% | 0.127% | |