3/4/2025 | Comprehensive Money Management Services LLC | 20,910 | $337K | 0.3% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 27,435 | $442K | 0.0% | -51.9% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 633,269 | $10.21M | 0.0% | -5.2% | 0.000% | |
2/17/2025 | Benjamin Edwards Inc. | 109,890 | $1.77M | 0.0% | +10.2% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 452,197 | $7.30M | 0.0% | +75.1% | 0.000% | |
2/14/2025 | Comerica Bank | 22,146 | $357K | 0.0% | -4.6% | 0.000% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 125,333 | $2.02M | 0.0% | -2.0% | 0.000% | |
2/14/2025 | IHT Wealth Management LLC | 25,115 | $405K | 0.0% | -3.9% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 64,897 | $1.05M | 0.0% | +16.2% | 0.000% | |
2/14/2025 | Generation Capital Management LLC | 11,624 | $187K | 0.2% | N/A | 0.000% | |
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2/13/2025 | 1607 Capital Partners LLC | 144,100 | $2.32M | 0.2% | N/A | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 36,548 | $589K | 0.0% | +16.2% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 31,123 | $502K | 0.0% | +73.7% | 0.000% | |
2/13/2025 | Broyhill Asset Management | 173,208 | $2.79M | 2.5% | N/A | 0.000% | |
2/13/2025 | Savvy Advisors Inc. | 55,463 | $894K | 0.1% | N/A | 0.000% | |
2/13/2025 | Primoris Wealth Advisors LLC | 101,750 | $1.64M | 1.2% | +3.0% | 0.000% | |
2/13/2025 | Oder Investment Management LLC | 54,226 | $874K | 0.7% | +1.2% | 0.000% | |
2/13/2025 | First Foundation Advisors | 19,967 | $322K | 0.0% | -49.1% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 993,912 | $16.02M | 0.0% | N/A | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 10,750 | $173K | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 761,686 | $12.28M | 0.0% | +31.5% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 129,492 | $2.09M | 0.0% | -17.0% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 4,373,635 | $70.50M | 1.6% | +34.1% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 712,739 | $11.49M | 0.0% | -3.2% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 25,657 | $414K | 0.0% | N/A | 0.000% | |
2/12/2025 | Orleans Capital Management Corp LA | 59,920 | $1.00M | 0.6% | -6.6% | 0.000% | |
2/12/2025 | StoneX Group Inc. | 195,568 | $3.15M | 0.2% | N/A | 0.000% | |
2/12/2025 | National Bank of Canada FI | 8,748 | $141K | 0.0% | +12.9% | 0.000% | |
2/12/2025 | Meridian Investment Counsel Inc. | 27,167 | $438K | 0.1% | -23.1% | 0.000% | |
2/12/2025 | CIBC Private Wealth Group LLC | 2,560 | $41K | 0.0% | -71.6% | 0.000% | |
2/11/2025 | LPL Financial LLC | 684,672 | $11.04M | 0.0% | +20.5% | 0.000% | |
2/11/2025 | Intellus Advisors LLC | 20,000 | $322K | 0.1% | N/A | 0.000% | |
2/10/2025 | Addison Capital Co | 59,066 | $952K | 0.4% | -30.6% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 150,984 | $2.43M | 0.0% | -20.8% | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 13,430 | $216K | 0.0% | N/A | 0.000% | |
2/10/2025 | Farther Finance Advisors LLC | 6,771 | $109K | 0.0% | -88.9% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 146,034 | $2.35M | 0.0% | -66.5% | 0.000% | |
2/7/2025 | Natural Investments LLC | 42,770 | $689K | 0.2% | N/A | 0.000% | |
2/7/2025 | Atlantic Union Bankshares Corp | 12,785 | $206K | 0.0% | -41.6% | 0.000% | |
2/7/2025 | Intellectus Partners LLC | 210,674 | $3.40M | 0.8% | +5.4% | 0.000% | |
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2/6/2025 | Raymond James Financial Inc. | 993,912 | $16.02M | 0.0% | N/A | 0.000% | |
2/6/2025 | M&T Bank Corp | 637,513 | $10.28M | 0.0% | +0.4% | 0.000% | |
2/6/2025 | Patten Group Inc. | 15,349 | $247K | 0.1% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 26,506 | $427K | 0.0% | +446.3% | 0.000% | |
2/6/2025 | NINE MASTS CAPITAL Ltd | 218,463 | $3.52M | 0.6% | +324.4% | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 48,492 | $782K | 0.5% | N/A | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 30,783 | $496K | 0.0% | -29.8% | 0.000% | |
2/3/2025 | Good Life Advisors LLC | 12,915 | $208K | 0.0% | -24.3% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 21,051 | $339K | 0.0% | +20.0% | 0.000% | |
1/31/2025 | D.A. Davidson & CO. | 27,064 | $436K | 0.0% | -6.3% | 0.000% | |
1/31/2025 | J.W. Cole Advisors Inc. | 97,479 | $1.57M | 0.1% | +4.5% | 0.000% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 37,641 | $607K | 0.0% | +11.7% | 0.000% | |
1/28/2025 | Focused Wealth Management Inc | 608,359 | $9.81M | 1.3% | +5.1% | 0.000% | |
1/28/2025 | Kestra Private Wealth Services LLC | 49,698 | $801K | 0.0% | +4.5% | 0.000% | |
1/28/2025 | Mezzasalma Advisors LLC | 14,914 | $240K | 0.1% | N/A | 0.000% | |
1/27/2025 | Caitlin John LLC | 38,433 | $620K | 0.4% | +25.5% | 0.000% | |
1/24/2025 | Calamos Advisors LLC | 27,007 | $435K | 0.0% | +23.8% | 0.000% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 18,631 | $300K | 0.0% | -7.5% | 0.000% | |
1/24/2025 | Eagle Bluffs Wealth Management LLC | 1,722,370 | $27.77M | 14.9% | +22.6% | 0.000% | |
1/23/2025 | Ibex Wealth Advisors | 29,422 | $474K | 0.1% | N/A | 0.000% | |
1/22/2025 | Apexium Financial LP | 75,015 | $1.21M | 0.1% | N/A | 0.000% | |
1/17/2025 | Riverbridge Partners LLC | 43,243 | $697K | 0.0% | +26.5% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 37,231 | $600K | 0.0% | +9.4% | 0.000% | |
1/17/2025 | Transform Wealth LLC | 34,900 | $563K | 0.0% | N/A | 0.000% | |
1/16/2025 | Koshinski Asset Management Inc. | 22,652 | $365K | 0.0% | -4.5% | 0.000% | |
1/16/2025 | Access Financial Services Inc. | 42,543 | $686K | 0.3% | -2.0% | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 120,896 | $1.95M | 0.0% | +7.3% | 0.000% | |
1/14/2025 | Integrated Capital Management Inc. | 25,572 | $412K | 0.3% | +13.2% | 0.000% | |
12/26/2024 | JPMorgan Chase & Co. | 15,362 | $274K | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 14,631 | $239K | 0.0% | N/A | 0.000% | |
11/20/2024 | Virtu Financial LLC | 18,806 | $335K | 0.0% | N/A | 0.000% | |
11/19/2024 | M&T Bank Corp | 635,080 | $11.32M | 0.0% | -40.9% | 0.000% | |
11/15/2024 | M&T Bank Corp | 635,080 | $11.32M | 0.0% | -40.9% | 0.000% | |
11/15/2024 | National Bank of Canada FI | 7,748 | $138K | 0.0% | -7.9% | 0.000% | |
11/15/2024 | Jane Street Group LLC | 52,847 | $942K | 0.0% | N/A | 0.000% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 127,950 | $2.28M | 0.0% | N/A | 0.000% | |
11/15/2024 | IHT Wealth Management LLC | 26,146 | $466K | 0.0% | -8.1% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 435,512 | $7.76M | 0.0% | +330.6% | 0.000% | |
11/15/2024 | Hilltop Holdings Inc. | 12,660 | $226K | 0.0% | -71.9% | 0.000% | |
11/15/2024 | Benjamin Edwards Inc. | 99,749 | $1.78M | 0.0% | N/A | 0.000% | |
11/13/2024 | Townsquare Capital LLC | 10,560 | $188K | 0.0% | -12.2% | 0.000% | |
11/13/2024 | D.A. Davidson & CO. | 28,879 | $515K | 0.0% | +58.4% | 0.000% | |
11/13/2024 | Private Trust Co. NA | 2,800 | $50K | 0.0% | -25.3% | 0.000% | |
11/12/2024 | Larson Financial Group LLC | 2,080 | $37K | 0.0% | +246.7% | 0.000% | |
11/6/2024 | Meridian Investment Counsel Inc. | 35,334 | $630K | 0.2% | -4.8% | 0.000% | |
11/6/2024 | Intellectus Partners LLC | 199,919 | $3.56M | 0.9% | +12.1% | 0.000% | |
11/4/2024 | Eagle Bluffs Wealth Management LLC | 1,404,321 | $25.03M | 13.5% | +3.7% | 0.000% | |
11/1/2024 | Primoris Wealth Advisors LLC | 98,750 | $1.69M | 1.2% | N/A | 0.000% | |
11/1/2024 | Fiera Capital Corp | 129,569 | $2.31M | 0.0% | +7.2% | 0.000% | |
10/30/2024 | Focused Wealth Management Inc | 578,650 | $10.31M | 1.4% | +2.3% | 0.000% | |
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10/29/2024 | Farther Finance Advisors LLC | 60,938 | $1.09M | 0.0% | +4.3% | 0.000% | |
10/24/2024 | J.W. Cole Advisors Inc. | 93,297 | $1.66M | 0.1% | +69.2% | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 16,737 | $298K | 0.0% | +22.8% | 0.000% | |
10/22/2024 | Eastern Bank | 3,000 | $53K | 0.0% | N/A | 0.000% | |
10/18/2024 | Raymond James & Associates | 354,351 | $6.32M | 0.0% | +0.7% | 0.000% | |
10/17/2024 | Addison Capital Co | 85,093 | $1.52M | 0.6% | -13.7% | 0.000% | |
10/17/2024 | LexAurum Advisors LLC | 18,454 | $329K | 0.1% | -8.8% | 0.000% | |
10/16/2024 | Good Life Advisors LLC | 17,052 | $304K | 0.0% | -46.7% | 0.000% | |
10/11/2024 | Creative Planning | 18,541 | $330K | 0.0% | +59.6% | 0.000% | |
10/10/2024 | Koshinski Asset Management Inc. | 23,708 | $422K | 0.0% | N/A | 0.000% | |