3/12/2025 | Centaurus Financial Inc. | 177,795 | $6.27M | 0.4% | +4.5% | 1.098% | |
2/28/2025 | Park Square Financial Group LLC | 4,799 | $169K | 0.1% | N/A | 0.041% | |
2/26/2025 | LifeWealth Investments LLC | 7,236 | $255K | 0.2% | N/A | 0.061% | |
2/19/2025 | Three Cord True Wealth Management LLC | 143,032 | $5.05M | 4.4% | N/A | 1.212% | |
2/19/2025 | Columbia River Financial Group LLC | 68,588 | $2.42M | 1.7% | N/A | 0.581% | |
2/19/2025 | WCG Wealth Advisors LLC | 12,938 | $456K | 0.0% | -4.0% | 0.110% | |
2/18/2025 | First Heartland Consultants Inc. | 159,410 | $5.62M | 0.5% | +18.2% | 1.351% | |
2/17/2025 | Focus Partners Wealth | 47,689 | $1.68M | 0.0% | N/A | 0.404% | |
2/17/2025 | Deutsche Bank AG | 23,627 | $834K | 0.0% | -37.9% | 0.200% | |
2/17/2025 | EP Wealth Advisors LLC | 3,061 | $108K | 0.0% | N/A | 0.026% | |
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2/17/2025 | Cetera Investment Advisers | 1,235,474 | $43.58M | 0.1% | +961.7% | 10.470% | |
2/17/2025 | Bank of America Corp DE | 225,929 | $7.97M | 0.0% | -1.8% | 1.915% | |
2/17/2025 | Ameriprise Financial Inc. | 53,654 | $1.89M | 0.0% | +9.2% | 0.455% | |
2/17/2025 | Anderson Financial Strategies LLC | 121,737 | $4.29M | 2.6% | N/A | 1.032% | |
2/17/2025 | AlTi Global Inc. | 7,720 | $272K | 0.0% | -18.0% | 0.065% | |
2/14/2025 | Jane Street Group LLC | 5,933 | $209K | 0.0% | -89.0% | 0.050% | |
2/14/2025 | Comerica Bank | 2,743 | $97K | 0.0% | -72.5% | 0.023% | |
2/14/2025 | Transce3nd LLC | 1,904 | $67K | 0.0% | N/A | 0.016% | |
2/13/2025 | CreativeOne Wealth LLC | 18,470 | $652K | 0.0% | N/A | 0.157% | |
2/13/2025 | Mariner LLC | 106,268 | $3.75M | 0.0% | -1.0% | 0.901% | |
2/13/2025 | Advisory Services Network LLC | 21,930 | $774K | 0.0% | N/A | 0.186% | |
2/13/2025 | Bank of Montreal Can | 872 | $31K | 0.0% | N/A | 0.007% | |
2/13/2025 | Titleist Asset Management LLC | 92,400 | $3.26M | 0.4% | +6.6% | 0.783% | |
2/13/2025 | Envestnet Asset Management Inc. | 118,882 | $4.19M | 0.0% | -6.2% | 1.007% | |
2/13/2025 | Wells Fargo & Company MN | 493,116 | $17.40M | 0.0% | +38.5% | 4.179% | |
2/12/2025 | OLD Mission Capital LLC | 17,334 | $611K | 0.0% | -87.2% | 0.147% | |
2/12/2025 | ESG Planning DBA Harper Investing | 32,190 | $1.14M | 0.8% | -6.5% | 0.273% | |
2/11/2025 | LPL Financial LLC | 762,119 | $26.88M | 0.0% | +67.0% | 6.459% | |
2/11/2025 | Summit Global Investments | 139,626 | $4.93M | 0.3% | N/A | 1.183% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 108,825 | $3.84M | 0.3% | +2.9% | 0.922% | |
2/10/2025 | Commonwealth Equity Services LLC | 135,452 | $4.78M | 0.0% | +27.7% | 1.148% | |
2/7/2025 | Independent Advisor Alliance | 9,339 | $329K | 0.0% | N/A | 0.079% | |
2/7/2025 | Tower Wealth Partners Inc. | 155,424 | $5.48M | 2.9% | +3.5% | 1.317% | |
2/7/2025 | Intellectus Partners LLC | 6,150 | $217K | 0.0% | N/A | 0.052% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 8,330 | $294K | 0.0% | N/A | 0.071% | |
2/6/2025 | Raymond James Financial Inc. | 272,930 | $9.63M | 0.0% | N/A | 2.313% | |
2/6/2025 | M&T Bank Corp | 313,399 | $11.06M | 0.0% | -0.2% | 2.656% | |
2/6/2025 | Atria Investments Inc | 53,034 | $1.87M | 0.0% | +10.2% | 0.449% | |
2/6/2025 | Jones Financial Companies Lllp | 12,458 | $439K | 0.0% | +226.6% | 0.106% | |
2/5/2025 | Smartleaf Asset Management LLC | 16,039 | $566K | 0.1% | +14.2% | 0.136% | |
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2/5/2025 | Cape Investment Advisory Inc. | 728 | $26K | 0.0% | N/A | 0.006% | |
2/5/2025 | Noble Wealth Management PBC | 2,000 | $71K | 0.0% | N/A | 0.017% | |
2/5/2025 | US Bancorp DE | 2,255 | $80K | 0.0% | +50.4% | 0.019% | |
2/5/2025 | Private Trust Co. NA | 2,451 | $86K | 0.0% | +75.7% | 0.021% | |
2/4/2025 | IFP Advisors Inc | 64,788 | $2.29M | 0.1% | +3.4% | 0.549% | |
2/4/2025 | WealthShield Partners LLC | 53,349 | $1.88M | 0.3% | -14.9% | 0.452% | |
2/3/2025 | Compass Planning Associates Inc | 1,456 | $51K | 0.1% | N/A | 0.012% | |
2/3/2025 | Able Wealth Management LLC | 33,949 | $1.20M | 0.8% | +34.7% | 0.288% | |
2/3/2025 | Concurrent Investment Advisors LLC | 253,598 | $8.95M | 0.2% | -2.3% | 2.149% | |
2/3/2025 | Private Advisor Group LLC | 8,815 | $311K | 0.0% | -14.3% | 0.075% | |
1/31/2025 | Atria Wealth Solutions Inc. | 7,520 | $265K | 0.0% | -7.8% | 0.064% | |
1/31/2025 | Truist Financial Corp | 52,730 | $1.86M | 0.0% | -2.0% | 0.447% | |
1/31/2025 | Systelligence LLC | 210,993 | $7.44M | 1.8% | +13.9% | 1.788% | |
1/31/2025 | Retirement Income Solutions Inc | 12,282 | $433K | 0.1% | +20.8% | 0.104% | |
1/30/2025 | Trademark Financial Management LLC | 80,256 | $2.83M | 2.2% | +90.5% | 0.680% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 36,839 | $1.30M | 0.1% | +2.8% | 0.312% | |
1/29/2025 | Authentikos Wealth Advisory LLC | 9,351 | $330K | 0.3% | -6.6% | 0.079% | |
1/29/2025 | Pineridge Advisors LLC | 1,199 | $42K | 0.0% | -22.1% | 0.010% | |
1/29/2025 | swisspartners Advisors Ltd | 216,890 | $7.65M | 13.6% | +1.3% | 1.838% | |
1/28/2025 | Kestra Private Wealth Services LLC | 105,196 | $3.71M | 0.1% | +54.2% | 0.891% | |
1/27/2025 | Silver Oak Securities Incorporated | 22,954 | $811K | 0.1% | -50.9% | 0.195% | |
1/27/2025 | Financial Advocates Investment Management | 14,262 | $503K | 0.0% | -2.8% | 0.121% | |
1/27/2025 | Insight Advisors LLC PA | 9,057 | $320K | 0.1% | -47.9% | 0.077% | |
1/27/2025 | Financial Advisory Partners LLC | 7,668 | $270K | 0.1% | +6.3% | 0.065% | |
1/27/2025 | Stratos Wealth Partners LTD. | 10,288 | $363K | 0.0% | N/A | 0.087% | |
1/23/2025 | Capital Investment Advisory Services LLC | 1,478 | $52K | 0.0% | +173.7% | 0.013% | |
1/23/2025 | Synergy Asset Management LLC | 659 | $25K | 0.0% | N/A | 0.006% | |
1/23/2025 | USAdvisors Wealth Management LLC | 48,909 | $1.73M | 0.6% | -2.5% | 0.414% | |
1/23/2025 | Asset Dedication LLC | 28,461 | $1.00M | 0.1% | -8.0% | 0.241% | |
1/22/2025 | Foundations Investment Advisors LLC | 8,558 | $302K | 0.0% | -4.7% | 0.073% | |
1/21/2025 | B.O.S.S. Retirement Advisors LLC | 48,928 | $1.73M | 0.5% | +477.3% | 0.415% | |
1/21/2025 | Rodgers & Associates LTD | 52,413 | $1.85M | 0.2% | +2.9% | 0.444% | |
1/16/2025 | RiverTree Advisors LLC | 35,162 | $1.24M | 0.8% | +85.5% | 0.298% | |
1/15/2025 | Premier Path Wealth Partners LLC | 72,806 | $2.57M | 0.4% | +2.6% | 0.617% | |
1/15/2025 | RDA Financial Network | 36,972 | $1.30M | 0.4% | +5.9% | 0.313% | |
1/14/2025 | Redhawk Wealth Advisors Inc. | 72,801 | $2.57M | 0.3% | +11.0% | 0.617% | |
1/2/2025 | Old Port Advisors | 112,403 | $3.97M | 1.1% | -1.9% | 0.953% | |
12/26/2024 | JPMorgan Chase & Co. | 4,125 | $155K | 0.0% | N/A | 0.035% | |
11/19/2024 | M&T Bank Corp | 314,153 | $11.83M | 0.0% | -2.1% | 2.662% | |
11/15/2024 | M&T Bank Corp | 314,153 | $11.83M | 0.0% | -2.1% | 2.662% | |
11/15/2024 | MML Investors Services LLC | 52,730 | $1.99M | 0.0% | +14.8% | 0.447% | |
11/15/2024 | National Bank of Canada FI | 1,461 | $55K | 0.0% | +88.3% | 0.012% | |
11/15/2024 | Jane Street Group LLC | 53,767 | $2.03M | 0.0% | +201.2% | 0.456% | |
11/15/2024 | HighTower Advisors LLC | 30,448 | $1.14M | 0.0% | -7.3% | 0.258% | |
11/14/2024 | Fiduciary Trust Co | 6,527 | $246K | 0.0% | N/A | 0.055% | |
11/13/2024 | FMR LLC | 1,880 | $71K | 0.0% | +122.0% | 0.016% | |
11/8/2024 | Avior Wealth Management LLC | 9,728 | $366K | 0.0% | +46.7% | 0.082% | |
11/5/2024 | First Heartland Consultants Inc. | 134,863 | $5.08M | 0.5% | N/A | 1.143% | |
11/5/2024 | Systelligence LLC | 185,198 | $6.98M | 1.7% | +7.8% | 1.569% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 73,923 | $2.79M | 0.2% | +18.4% | 0.626% | |
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11/4/2024 | Bond & Devick Financial Network Inc. | 81,375 | $3.07M | 1.3% | N/A | 0.690% | |
11/1/2024 | Atria Investments Inc | 48,112 | $1.81M | 0.0% | -1.8% | 0.408% | |
11/1/2024 | Able Wealth Management LLC | 25,198 | $949K | 0.7% | +21.6% | 0.214% | |
10/31/2024 | Trademark Financial Management LLC | 42,120 | $1.59M | 1.3% | N/A | 0.357% | |
10/31/2024 | Concurrent Investment Advisors LLC | 259,456 | $9.77M | 0.3% | +0.1% | 2.199% | |
10/29/2024 | swisspartners Advisors Ltd | 214,200 | $8.07M | 6.3% | N/A | 1.815% | |
10/29/2024 | Luken Investment Analytics LLC | 30,524 | $1.15M | 0.5% | -80.6% | 0.259% | |
10/29/2024 | Tower Wealth Partners Inc. | 150,121 | $5.66M | 3.3% | +0.4% | 1.272% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 35,847 | $1.35M | 0.1% | +10.8% | 0.304% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 105,795 | $3.99M | 0.3% | -1.1% | 0.897% | |