8/6/2025 | Summit Investment Advisors Inc. | 32,387 | $462K | 0.4% | +8.4% | 0.000% | |
8/5/2025 | Mission Wealth Management LP | 14,499 | $224K | 0.0% | -12.1% | 0.000% | |
8/4/2025 | Assetmark Inc. | 3,325 | $51K | 0.0% | +68.3% | 0.000% | |
8/4/2025 | ELCO Management Co. LLC | 46,400 | $718K | 0.4% | -2.1% | 0.000% | |
8/4/2025 | L.M. Kohn & Company | 18,964 | $293K | 0.1% | +33.1% | 0.000% | |
8/1/2025 | Transcend Capital Advisors LLC | 10,428 | $161K | 0.0% | N/A | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 19,572 | $303K | 0.0% | +4.5% | 0.000% | |
7/29/2025 | International Assets Investment Management LLC | 41,415 | $641K | 0.0% | +4.5% | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 13,728 | $212K | 0.0% | +7.2% | 0.000% | |
7/29/2025 | Activest Wealth Management | 3,325 | $51K | 0.0% | -41.1% | 0.000% | |
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7/28/2025 | Harbour Investments Inc. | 21,633 | $335K | 0.0% | +13.4% | 0.000% | |
7/28/2025 | RFG Advisory LLC | 928,828 | $14.37M | 0.3% | -5.2% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 54,625 | $845K | 0.0% | +88.8% | 0.000% | |
7/25/2025 | Concurrent Investment Advisors LLC | 21,771 | $337K | 0.0% | N/A | 0.000% | |
7/23/2025 | Morey & Quinn Wealth Partners LLC | 49,046 | $759K | 0.6% | +15.5% | 0.000% | |
7/23/2025 | Ignite Planners LLC | 44,598 | $693K | 0.1% | -5.5% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 37,265 | $576K | 0.0% | -27.7% | 0.000% | |
7/18/2025 | Parsons Capital Management Inc. RI | 150,136 | $2.32M | 0.1% | -5.7% | 0.000% | |
7/18/2025 | Truist Financial Corp | 43,201 | $668K | 0.0% | +5.9% | 0.000% | |
7/17/2025 | C2C Wealth Management LLC | 238,094 | $3.68M | 3.3% | -2.2% | 0.000% | |
7/17/2025 | Greenleaf Trust | 39,274 | $608K | 0.0% | -5.0% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 314,945 | $4.87M | 0.0% | +1.6% | 0.000% | |
7/15/2025 | Wealth Effects LLC | 43,812 | $678K | 0.3% | -11.6% | 0.000% | |
7/15/2025 | Focused Wealth Management Inc | 11,454 | $177K | 0.0% | -13.6% | 0.000% | |
7/14/2025 | Seek First Inc. | 20,998 | $325K | 0.3% | +26.9% | 0.000% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 19,105 | $296K | 0.0% | -57.1% | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 23,948 | $370K | 0.0% | N/A | 0.000% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 12,755 | $182K | 0.1% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 42,163 | $660K | 0.0% | +4.5% | 0.000% | |
7/9/2025 | Fiduciary Alliance LLC | 22,450 | $347K | 0.0% | N/A | 0.000% | |
7/8/2025 | Parallel Advisors LLC | 5,000 | $77K | 0.0% | -60.7% | 0.000% | |
5/20/2025 | Flaharty Asset Management LLC | 32,747 | $467K | 0.1% | -40.7% | 0.000% | |
5/16/2025 | Arete Wealth Advisors LLC | 27,218 | $388K | 0.0% | +2.6% | 0.000% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 38,144 | $544K | 0.3% | +6.4% | 0.000% | |
5/16/2025 | Goldman Sachs Group Inc. | 116,546 | $1.66M | 0.0% | +15.3% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 255,539 | $3.64M | 0.1% | +41.2% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 700,152 | $9.98M | 0.0% | +10.3% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 490,443 | $6.99M | 0.0% | -5.3% | 0.000% | |
5/14/2025 | Guggenheim Capital LLC | 961,507 | $13.71M | 0.1% | -1.9% | 0.000% | |
5/14/2025 | CreativeOne Wealth LLC | 89,953 | $1.28M | 0.0% | +19.1% | 0.000% | |
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5/14/2025 | Comerica Bank | 99,127 | $1.41M | 0.0% | +2.4% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 22,516 | $321K | 0.0% | +27.4% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 75,287 | $1.07M | 0.0% | -20.3% | 0.000% | |
5/14/2025 | Compound Planning Inc. | 74,853 | $1.07M | 0.0% | +9.4% | 0.000% | |
5/13/2025 | Elequin Capital LP | 7,753 | $111K | 0.0% | N/A | 0.000% | |
5/13/2025 | Seek First Inc. | 16,549 | $236K | 0.2% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 2,593,579 | $36.98M | 0.0% | +5.1% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 289,667 | $4.13M | 0.0% | -1.5% | 0.000% | |
5/12/2025 | Invesco Ltd. | 1,523,373 | $21.72M | 0.0% | -13.0% | 0.000% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 36,926 | $526K | 0.1% | +4.7% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 28,936 | $413K | 0.0% | -18.6% | 0.000% | |
5/9/2025 | Pathway Financial Advisers LLC | 372,373 | $5.31M | 1.8% | +4.1% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 43,446 | $620K | 0.0% | -37.1% | 0.000% | |
5/8/2025 | Moors & Cabot Inc. | 13,631 | $194K | 0.0% | +34.0% | 0.000% | |
5/8/2025 | Jefferies Financial Group Inc. | 14,321 | $204K | 0.0% | +10.8% | 0.000% | |
5/8/2025 | Eastern Bank | 2,344 | $33K | 0.0% | N/A | 0.000% | |
5/7/2025 | LPL Financial LLC | 1,132,140 | $16.14M | 0.0% | +74.2% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 209,555 | $2.99M | 0.0% | +19.9% | 0.000% | |
5/6/2025 | Ignite Planners LLC | 47,212 | $660K | 0.1% | +2.0% | 0.000% | |
5/5/2025 | Wealth Alliance LLC | 18,363 | $262K | 0.0% | +4.7% | 0.000% | |
5/5/2025 | Cypress Capital Management LLC WY | 116,230 | $1.66M | 2.0% | +2,958.7% | 0.000% | |
5/5/2025 | Formidable Asset Management LLC | 35,852 | $511K | 0.1% | -3.3% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 224,111 | $3.20M | 0.0% | +0.6% | 0.000% | |
5/2/2025 | Kingsview Wealth Management LLC | 58,999 | $841K | 0.0% | -7.7% | 0.000% | |
5/1/2025 | Pointe Capital Management LLC | 136,764 | $1.95M | 1.1% | -3.6% | 0.000% | |
5/1/2025 | CWM LLC | 6,964 | $99K | 0.0% | -28.2% | 0.000% | |
5/1/2025 | Hughes Financial Services LLC | 2,121 | $30K | 0.0% | N/A | 0.000% | |
5/1/2025 | Stephens Inc. AR | 10,694 | $152K | 0.0% | -7.0% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 20,848 | $297K | 0.0% | -4.7% | 0.000% | |
4/30/2025 | Principal Securities Inc. | 1,058,660 | $15.83M | 0.4% | +0.3% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 12,810 | $183K | 0.0% | -81.0% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 17,002 | $242K | 0.0% | -15.0% | 0.000% | |
4/28/2025 | Pinnacle Financial Partners Inc | 9,122 | $136K | 0.0% | -26.6% | 0.000% | |
4/28/2025 | Redmont Wealth Advisors LLC | 5,138 | $73K | 0.1% | N/A | 0.000% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 2,437 | $35K | 0.0% | N/A | 0.000% | |
4/24/2025 | Mascoma Wealth Management LLC | 3,190 | $45K | 0.0% | N/A | 0.000% | |
4/23/2025 | Wealth Effects LLC | 49,576 | $707K | 0.3% | -9.2% | 0.000% | |
4/23/2025 | Cvfg LLC | 11,246 | $160K | 0.1% | -15.1% | 0.000% | |
4/23/2025 | Golden State Equity Partners | 11,003 | $157K | 0.0% | +9.6% | 0.000% | |
4/23/2025 | International Assets Investment Management LLC | 39,615 | $565K | 0.0% | -6.1% | 0.000% | |
4/23/2025 | C2C Wealth Management LLC | 243,394 | $3.47M | 3.3% | -0.8% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 19,851 | $283K | 0.0% | +31.6% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 440,644 | $6.28M | 0.0% | -6.1% | 0.000% | |
4/17/2025 | Inscription Capital LLC | 11,700 | $156K | 0.0% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 309,948 | $4.42M | 0.0% | +80.6% | 0.000% | |
4/17/2025 | Morey & Quinn Wealth Partners LLC | 42,451 | $605K | 0.5% | +9.3% | 0.000% | |
4/17/2025 | David J Yvars Group | 40,139 | $571K | 0.4% | +3.6% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 40,344 | $575K | 0.0% | N/A | 0.000% | |
4/9/2025 | RFG Advisory LLC | 980,285 | $13.98M | 0.4% | -5.8% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 126,239 | $1.80M | 0.0% | +14.0% | 0.000% | |
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2/27/2025 | Jefferies Financial Group Inc. | 12,928 | $193K | 0.0% | +11.1% | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 26,756 | $400K | 0.0% | -20.9% | 0.000% | |
2/18/2025 | Strait & Sound Wealth Management LLC | 35,841 | $536K | 0.2% | -5.0% | 0.000% | |
2/17/2025 | Jefferies Financial Group Inc. | 12,928 | $193K | 0.0% | +11.1% | 0.000% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 164,610 | $2.46M | 0.2% | -3.6% | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 319,503 | $4.78M | 0.2% | +2.9% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 174,784 | $2.61M | 0.0% | +8.5% | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 517,761 | $7.74M | 0.0% | +2.4% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 787,854 | $11.78M | 0.0% | +7.6% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 393,210 | $5.89M | 0.0% | +1.9% | 0.000% | |