3/17/2025 | Wealth Enhancement Advisory Services LLC | 105,364 | $1.29M | 0.0% | +53.3% | 0.000% | |
2/25/2025 | Shufro Rose & Co. LLC | 72,900 | $892K | 0.1% | +5.0% | 0.000% | |
2/18/2025 | Josh Arnold Investment Consultant LLC | 41,050 | $502K | 0.4% | +12.3% | 0.000% | |
2/18/2025 | Vanguard Capital Wealth Advisors | 30,000 | $367K | 0.4% | +25.0% | 0.000% | |
2/17/2025 | Focus Partners Wealth | 16,721 | $216K | 0.0% | N/A | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 5,890 | $72K | 0.0% | -29.4% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 164,285 | $2.01M | 0.0% | +1.1% | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 55,545 | $680K | 0.0% | +21.8% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 2,636,146 | $32.27M | 0.0% | +3.6% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 820,872 | $10.05M | 0.0% | +0.7% | 0.000% | |
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2/17/2025 | Alteri Wealth LLC | 11,705 | $143K | 0.0% | N/A | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 14,987 | $183K | 0.0% | -21.3% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 16,779 | $205K | 0.0% | N/A | 0.000% | |
2/14/2025 | Comerica Bank | 30,890 | $378K | 0.0% | -6.1% | 0.000% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 48,563 | $594K | 0.4% | N/A | 0.000% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 11,666 | $143K | 0.0% | -57.2% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 99,044 | $1.21M | 0.0% | -6.9% | 0.000% | |
2/13/2025 | Mariner LLC | 542,836 | $6.64M | 0.0% | -2.5% | 0.000% | |
2/13/2025 | Keystone Financial Group | 13,220 | $162K | 0.0% | N/A | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 90,623 | $1.11M | 0.0% | +59.7% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 1,908,333 | $23.36M | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 905,249 | $11.08M | 0.0% | -24.6% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 28,888 | $354K | 0.0% | N/A | 0.000% | |
2/12/2025 | Brown Brothers Harriman & Co. | 5,223 | $64K | 0.0% | N/A | 0.000% | |
2/11/2025 | Modern Wealth Management LLC | 15,289 | $198K | 0.0% | N/A | 0.000% | |
2/11/2025 | Congress Wealth Management LLC DE | 11,676 | $143K | 0.0% | -46.3% | 0.000% | |
2/11/2025 | LPL Financial LLC | 962,075 | $11.78M | 0.0% | +28.6% | 0.000% | |
2/11/2025 | Samalin Investment Counsel LLC | 170,477 | $2.09M | 0.9% | +40.7% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 262,666 | $3.22M | 0.1% | -24.8% | 0.000% | |
2/10/2025 | Horizon Kinetics Asset Management LLC | 77,827 | $953K | 0.0% | +1.3% | 0.000% | |
2/10/2025 | Harbour Investments Inc. | 6,221 | $76K | 0.0% | +18.6% | 0.000% | |
2/10/2025 | Carret Asset Management LLC | 11,504 | $141K | 0.0% | -12.8% | 0.000% | |
2/10/2025 | 1776 Wealth LLC | 10,000 | $122K | 0.1% | +900.0% | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 12,388 | $152K | 0.0% | +7.4% | 0.000% | |
2/7/2025 | Cornerstone Advisors LLC | 10,000 | $122K | 0.0% | N/A | 0.000% | |
2/7/2025 | Vista Investment Partners II LLC | 13,816 | $169K | 0.1% | N/A | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 142,292 | $1.74M | 0.0% | N/A | 0.000% | |
2/7/2025 | Sowell Financial Services LLC | 66,128 | $809K | 0.0% | +4.0% | 0.000% | |
2/7/2025 | Rialto Wealth Management LLC | 5,111 | $63K | 0.0% | N/A | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 43,667 | $534K | 0.0% | -10.5% | 0.000% | |
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2/6/2025 | Raymond James Financial Inc. | 1,908,333 | $23.36M | 0.0% | N/A | 0.000% | |
2/6/2025 | Wealth Advisory Solutions LLC | 315,364 | $3.86M | 1.1% | +49.2% | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 114,357 | $1.40M | 0.0% | -2.3% | 0.000% | |
2/5/2025 | US Bancorp DE | 28,042 | $343K | 0.0% | +3.5% | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 142,935 | $1.75M | 0.0% | -19.8% | 0.000% | |
2/4/2025 | IFP Advisors Inc | 12,683 | $155K | 0.0% | -14.4% | 0.000% | |
2/4/2025 | Delta Financial Group Inc. | 31,949 | $391K | 0.1% | -5.2% | 0.000% | |
2/3/2025 | Transcend Capital Advisors LLC | 13,024 | $159K | 0.0% | -19.6% | 0.000% | |
2/3/2025 | Cassaday & Co Wealth Management LLC | 10,473 | $128K | 0.0% | N/A | 0.000% | |
2/3/2025 | Concurrent Investment Advisors LLC | 19,712 | $241K | 0.0% | -15.5% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 194,789 | $2.38M | 0.0% | +8.2% | 0.000% | |
2/3/2025 | Good Life Advisors LLC | 17,517 | $214K | 0.0% | -49.3% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 39,973 | $489K | 0.0% | +36.2% | 0.000% | |
1/30/2025 | Allworth Financial LP | 9,829 | $126K | 0.0% | -15.9% | 0.000% | |
1/30/2025 | Strategic Financial Concepts LLC | 25,704 | $315K | 0.0% | N/A | 0.000% | |
1/29/2025 | Castle Wealth Management LLC | 234,498 | $2.87M | 1.1% | +1.6% | 0.000% | |
1/28/2025 | Kestra Private Wealth Services LLC | 54,393 | $666K | 0.0% | -5.4% | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 310,024 | $3.80M | 0.1% | +9.7% | 0.000% | |
1/28/2025 | Mezzasalma Advisors LLC | 31,080 | $380K | 0.1% | N/A | 0.000% | |
1/28/2025 | Golden State Wealth Management LLC | 5,000 | $61K | 0.0% | N/A | 0.000% | |
1/28/2025 | Strategic Financial Concepts LLC | 25,704 | $315K | 0.0% | N/A | 0.000% | |
1/27/2025 | Consolidated Portfolio Review Corp | 165,286 | $2.02M | 0.3% | +2.4% | 0.000% | |
1/27/2025 | Financial Advocates Investment Management | 51,756 | $633K | 0.0% | +22.2% | 0.000% | |
1/27/2025 | Choreo LLC | 14,240 | $174K | 0.0% | N/A | 0.000% | |
1/27/2025 | Sargent Investment Group LLC | 191,930 | $2.36M | 0.4% | -4.6% | 0.000% | |
1/24/2025 | Calamos Advisors LLC | 39,822 | $487K | 0.0% | +23.8% | 0.000% | |
1/22/2025 | Fortress Wealth Management Inc. | 113,067 | $1.38M | 0.7% | -6.0% | 0.000% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 304,860 | $3.73M | 0.3% | +54.8% | 0.000% | |
1/21/2025 | Geneos Wealth Management Inc. | 2,275 | $28K | 0.0% | N/A | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 64,145 | $785K | 0.0% | +34.8% | 0.000% | |
1/17/2025 | Mutual Advisors LLC | 149,193 | $1.88M | 0.1% | +1.7% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 92,744 | $1.14M | 0.0% | +4.8% | 0.000% | |
1/16/2025 | Mission Hills Financial Advisory LLC | 533,466 | $6.53M | 5.1% | +12.6% | 0.000% | |
1/15/2025 | Ameritas Advisory Services LLC | 211,481 | $2.59M | 0.1% | +254.6% | 0.000% | |
1/15/2025 | Lake Street Private Wealth LLC | 392,300 | $4.80M | 0.8% | -6.2% | 0.000% | |
1/14/2025 | Burney Co. | 14,054 | $172K | 0.0% | -24.1% | 0.000% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 6,648 | $81K | 0.0% | +121.1% | 0.000% | |
1/14/2025 | Quad Cities Investment Group LLC | 192,016 | $2.35M | 1.2% | +4.6% | 0.000% | |
1/14/2025 | Breakwater Capital Group | 18,614 | $228K | 0.0% | +24.9% | 0.000% | |
1/13/2025 | Cooper Financial Group | 70,610 | $864K | 0.1% | -30.2% | 0.000% | |
1/10/2025 | HBW Advisory Services LLC | 69,749 | $854K | 0.1% | +4.2% | 0.000% | |
1/10/2025 | ORG Wealth Partners LLC | 6,250 | $76K | 0.0% | N/A | 0.000% | |
1/10/2025 | ORG Partners LLC | 67,372 | $825K | 0.1% | -11.4% | 0.000% | |
11/26/2024 | Peapack Gladstone Financial Corp | 11,425 | $162K | 0.0% | N/A | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 2,000 | $28K | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 63,585 | $867K | 0.0% | -13.4% | 0.000% | |
11/20/2024 | Morse Asset Management Inc | 2,057 | $29K | 0.0% | N/A | 0.000% | |
11/15/2024 | MML Investors Services LLC | 10,180 | $144K | 0.0% | -15.4% | 0.000% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 27,266 | $386K | 0.0% | +74.8% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 106,344 | $1.51M | 0.0% | +1.7% | 0.000% | |
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11/15/2024 | Morse Asset Management Inc | 2,056 | $29K | 0.0% | N/A | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 39,373 | $557K | 0.0% | -7.5% | 0.000% | |
11/15/2024 | Josh Arnold Investment Consultant LLC | 36,550 | $518K | 0.4% | N/A | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 76,827 | $1.09M | 0.0% | +51.7% | 0.000% | |
11/12/2024 | Larson Financial Group LLC | 11,720 | $166K | 0.0% | +71.8% | 0.000% | |
11/8/2024 | SMH Capital Advisors Inc. | 15,556 | $220K | 0.7% | -5.5% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 349,240 | $4.95M | 0.1% | -16.5% | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 47,598 | $674K | 0.0% | +24.6% | 0.000% | |
11/8/2024 | Prospera Financial Services Inc | 87,580 | $1.24M | 0.0% | +1.8% | 0.000% | |
11/6/2024 | Sargent Investment Group LLC | 201,080 | $2.85M | 0.5% | +1.2% | 0.000% | |