11/4/2024 | Catalytic Wealth RIA LLC | 62,317 | $746K | 0.1% | +71.1% | 0.000% | |
11/4/2024 | Mayflower Financial Advisors LLC | 32,689 | $391K | 0.1% | N/A | 0.000% | |
11/4/2024 | Eagle Bluffs Wealth Management LLC | 377,727 | $4.55M | 2.4% | +7.7% | 0.000% | |
11/1/2024 | First Personal Financial Services | 67,570 | $809K | 0.2% | -5.3% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 474,088 | $5.68M | 0.0% | -2.0% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 22,177 | $265K | 0.0% | -4.1% | 0.000% | |
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10/30/2024 | Moloney Securities Asset Management LLC | 26,250 | $314K | 0.0% | +19.3% | 0.000% | |
10/29/2024 | Citizens National Bank Trust Department | 8,700 | $104K | 0.0% | -47.9% | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 1,557,401 | $18.04M | 0.0% | -0.7% | 0.000% | |
10/29/2024 | Realta Investment Advisors | 33,779 | $401K | 0.2% | -43.8% | 0.000% | |
10/28/2024 | US Bancorp DE | 42,686 | $511K | 0.0% | +70.5% | 0.000% | |
10/25/2024 | JFS Wealth Advisors LLC | 122,341 | $1.46M | 0.1% | +2,848.7% | 0.000% | |
10/25/2024 | Tyche Wealth Partners LLC | 162,630 | $1.95M | 0.4% | +1.1% | 0.000% | |
10/25/2024 | Barry Investment Advisors LLC | 461,283 | $5.56M | 1.7% | -1.7% | 0.000% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 35,387 | $424K | 0.1% | +142.6% | 0.000% | |
10/24/2024 | Kercheville Advisors LLC | 117,533 | $1.41M | 0.6% | +1,043.0% | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 81,207 | $972K | 0.0% | +33.0% | 0.000% | |
10/23/2024 | Tectonic Advisors LLC | 90,507 | $1.08M | 0.1% | +1.9% | 0.000% | |
10/23/2024 | Dakota Wealth Management | 442,433 | $5.30M | 0.1% | -32.6% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 1,624,766 | $19.45M | 0.9% | +9.3% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 55,115 | $660K | 0.0% | +1,220.4% | 0.000% | |
10/22/2024 | Altus Wealth Group LLC | 55,622 | $666K | 0.3% | -13.3% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 86,368 | $1.03M | 0.0% | +17.6% | 0.000% | |
10/22/2024 | Leo Wealth LLC | 194,030 | $2.32M | 0.2% | +9.7% | 0.000% | |
10/22/2024 | Eastern Bank | 2,378 | $28K | 0.0% | N/A | 0.000% | |
10/21/2024 | Bayshore Asset Management LLC | 177,865 | $2.13M | 1.0% | N/A | 0.000% | |
10/21/2024 | Venture Visionary Partners LLC | 29,876 | $358K | 0.0% | -13.1% | 0.000% | |
10/21/2024 | Toth Financial Advisory Corp | 21,485 | $257K | 0.0% | -8.3% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 1,064,293 | $12.74M | 0.0% | -45.5% | 0.000% | |
10/18/2024 | Raymond James & Associates | 939,995 | $11.25M | 0.0% | +6.5% | 0.000% | |
10/18/2024 | Capital Investment Advisors LLC | 395,300 | $4.73M | 0.1% | -1.7% | 0.000% | |
10/18/2024 | Stratos Wealth Advisors LLC | 497,008 | $5.95M | 0.3% | +192.3% | 0.000% | |
10/16/2024 | Good Life Advisors LLC | 22,802 | $273K | 0.0% | +4.8% | 0.000% | |
10/16/2024 | FLC Capital Advisors | 35,576 | $426K | 0.1% | +68.8% | 0.000% | |
10/16/2024 | Leisure Capital Management | 22,516 | $270K | 0.1% | +124.2% | 0.000% | |
10/15/2024 | Occidental Asset Management LLC | 14,034 | $168K | 0.0% | -11.1% | 0.000% | |
10/15/2024 | Cliftonlarsonallen Wealth Advisors LLC | 118,380 | $1.42M | 0.0% | -3.2% | 0.000% | |
10/11/2024 | Creative Planning | 28,681 | $343K | 0.0% | +13.7% | 0.000% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 54,327 | $650K | 0.1% | +1.8% | 0.000% | |
10/10/2024 | Silverlake Wealth Management LLC | 40,504 | $485K | 0.2% | +49.6% | 0.000% | |
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10/9/2024 | Ferguson Shapiro LLC | 16,566 | $198K | 0.1% | N/A | 0.000% | |
10/9/2024 | Congress Park Capital LLC | 1,079,000 | $12.92M | 4.8% | +28.8% | 0.000% | |
10/8/2024 | CWM LLC | 12,487 | $149K | 0.0% | -15.6% | 0.000% | |
10/8/2024 | Gill Capital Partners LLC | 608,708 | $7.29M | 2.6% | -8.3% | 0.000% | |
10/8/2024 | Brookstone Capital Management | 12,219 | $146K | 0.0% | N/A | 0.000% | |
10/7/2024 | Myecfo LLC | 54,400 | $651K | 0.4% | -1.8% | 0.000% | |
10/7/2024 | Melone Private Wealth LLC | 213,933 | $2.56M | 1.4% | +2.7% | 0.000% | |
10/5/2024 | Bard Financial Services Inc. | 65,000 | $778K | 0.2% | -8.8% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 223,081 | $2.67M | 0.0% | -5.0% | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 10,981 | $126K | 0.0% | N/A | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 64,520 | $686K | 0.0% | N/A | 0.000% | |
8/26/2024 | Founders Financial Alliance LLC | 11,493 | $132K | 0.0% | -14.1% | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 188,421 | $2.16M | 0.0% | +18.0% | 0.000% | |
8/21/2024 | Truist Financial Corp | 605,589 | $6.94M | 0.0% | +2.9% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 16,874 | $195K | 0.0% | -16.2% | 0.000% | |
8/16/2024 | NewEdge Advisors LLC | 149,386 | $1.71M | 0.0% | -3.2% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 243,028 | $2.79M | 0.0% | -4.6% | 0.000% | |
8/16/2024 | Creative Planning | 25,220 | $289K | 0.0% | -13.6% | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 416,987 | $4.78M | 1.2% | -79.3% | 0.000% | |
8/14/2024 | Bank of Montreal Can | 31,559 | $396K | 0.0% | -34.4% | 0.000% | |
8/14/2024 | Evoke Wealth LLC | 36,000 | $415K | 0.5% | -75.5% | 0.000% | |
8/13/2024 | AE Wealth Management LLC | 19,333 | $222K | 0.0% | +4.9% | 0.000% | |
8/12/2024 | XTX Topco Ltd | 16,956 | $194K | 0.0% | N/A | 0.000% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 72,104 | $826K | 0.0% | -2.9% | 0.000% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 759,293 | $8.70M | 0.7% | -14.5% | 0.000% | |
8/9/2024 | Total Clarity Wealth Management Inc. | 12,221 | $140K | 0.0% | -6.9% | 0.000% | |
8/9/2024 | Mesirow Financial Investment Management Inc. | 386,397 | $4.43M | 0.1% | -11.5% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 465,077 | $5.33M | 0.0% | +4.1% | 0.000% | |
8/8/2024 | Luken Investment Analytics LLC | 2,314 | $27K | 0.0% | N/A | 0.000% | |
8/8/2024 | NINE MASTS CAPITAL Ltd | 229,690 | $2.63M | 0.8% | -34.7% | 0.000% | |
8/7/2024 | Dorsey & Whitney Trust CO LLC | 10,000 | $115K | 0.0% | N/A | 0.000% | |
8/7/2024 | Choreo LLC | 93,632 | $1.07M | 0.0% | +274.1% | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 11,601 | $133K | 0.0% | -59.8% | 0.000% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 4,025 | $46K | 0.0% | N/A | 0.000% | |
8/6/2024 | Wakefield Asset Management LLLP | 157,475 | $1.81M | 0.6% | -0.8% | 0.000% | |
8/6/2024 | Savant Capital LLC | 161,733 | $1.85M | 0.0% | -2.1% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 73,414 | $841K | 0.0% | +12.0% | 0.000% | |
8/5/2024 | Altus Wealth Group LLC | 64,141 | $735K | 0.4% | -1.4% | 0.000% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 11,201 | $128K | 0.0% | +43.6% | 0.000% | |
8/2/2024 | Simon Quick Advisors LLC | 14,720 | $169K | 0.0% | -34.1% | 0.000% | |
8/2/2024 | Tortoise Investment Management LLC | 257,644 | $2.95M | 0.3% | -8.6% | 0.000% | |
8/1/2024 | Fiera Capital Corp | 483,931 | $5.55M | 0.0% | -31.9% | 0.000% | |
8/1/2024 | TIAA Trust National Association | 12,711 | $146K | 0.0% | +19.9% | 0.000% | |
8/1/2024 | Drive Wealth Management LLC | 14,065 | $162K | 0.0% | -12.4% | 0.000% | |
7/31/2024 | Van ECK Associates Corp | 1,568,722 | $17.98M | 0.0% | -9.1% | 0.000% | |
7/31/2024 | Catalytic Wealth RIA LLC | 36,418 | $417K | 0.1% | -42.9% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 645,619 | $7.40M | 0.0% | +28.2% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 170,181 | $1.95M | 0.1% | N/A | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 4,174 | $48K | 0.0% | N/A | 0.000% | |
7/30/2024 | First Personal Financial Services | 71,378 | $818K | 0.2% | +11.1% | 0.000% | |
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7/26/2024 | Breakwater Capital Group | 82,060 | $940K | 0.2% | +72.2% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 184,791 | $2.12M | 0.0% | +0.7% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 1,951,546 | $22.37M | 0.0% | +5.1% | 0.000% | |
7/26/2024 | Bank of New York Mellon Corp | 12,453 | $143K | 0.0% | -30.1% | 0.000% | |
7/25/2024 | Clear Creek Financial Management LLC | 10,121 | $116K | 0.0% | -8.8% | 0.000% | |
7/22/2024 | Hobbs Group Advisors LLC | 2,566 | $29K | 0.0% | N/A | 0.000% | |
7/22/2024 | Wealthspan Partners LLC | 13,482 | $155K | 0.1% | N/A | 0.000% | |
7/22/2024 | Eagle Bluffs Wealth Management LLC | 350,745 | $4.05M | 2.4% | -0.9% | 0.000% | |
7/22/2024 | Dakota Wealth Management | 656,193 | $7.52M | 0.2% | +3.5% | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 1,486,119 | $17.03M | 0.9% | -1.1% | 0.000% | |