4/28/2025 | D.A. Davidson & CO. | 14,354 | $351K | 0.0% | +69.3% | 0.059% | |
4/28/2025 | Latitude Advisors LLC | 10,673 | $261K | 0.2% | +24.1% | 0.044% | |
4/28/2025 | Private Trust Co. NA | 18,302 | $447K | 0.0% | +35.3% | 0.075% | |
4/25/2025 | Essex Financial Services Inc. | 23,646 | $578K | 0.0% | -8.8% | 0.093% | |
4/24/2025 | Legacy CG LLC | 488,106 | $11.93M | 3.9% | N/A | 1.922% | |
4/23/2025 | SFG Wealth Management LLC. | 48,435 | $1.18M | 0.6% | +63.9% | 0.191% | |
4/23/2025 | Sabal Trust CO | 44,410 | $1.09M | 0.1% | N/A | 0.175% | |
4/23/2025 | Golden State Wealth Management LLC | 66,868 | $1.63M | 0.1% | +98.7% | 0.263% | |
4/23/2025 | Econ Financial Services Corp | 29,665 | $725K | 0.4% | -6.3% | 0.117% | |
4/23/2025 | International Assets Investment Management LLC | 20,044 | $490K | 0.0% | +40.7% | 0.079% | |
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4/23/2025 | Embree Financial Group | 28,596 | $699K | 0.1% | N/A | 0.113% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 139,582 | $3.41M | 0.0% | +24.0% | 0.550% | |
4/21/2025 | ORG Partners LLC | 5,000 | $122K | 0.0% | N/A | 0.020% | |
4/17/2025 | Janney Montgomery Scott LLC | 54,579 | $1.33M | 0.0% | +184.5% | 0.215% | |
4/17/2025 | Prentice Wealth Management LLC | 128,548 | $3.14M | 0.9% | +82.9% | 0.506% | |
4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 2,059,688 | $50.34M | 0.9% | N/A | 8.109% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 80,724 | $1.97M | 0.3% | +24.9% | 0.318% | |
4/15/2025 | GAMMA Investing LLC | 58,696 | $1.44M | 0.1% | -7.4% | 0.231% | |
4/14/2025 | NewSquare Capital LLC | 12,521 | $306K | 0.0% | N/A | 0.049% | |
4/14/2025 | Central Bank & Trust Co. | 739,782 | $18.08M | 3.0% | -1.4% | 2.913% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 81,946 | $2.00M | 0.3% | -37.7% | 0.323% | |
4/11/2025 | Magnus Financial Group LLC | 8,409 | $206K | 0.0% | -13.0% | 0.033% | |
4/10/2025 | Retirement Planning Group LLC | 18,984 | $464K | 0.0% | N/A | 0.075% | |
4/10/2025 | Secure Asset Management LLC | 16,076 | $393K | 0.1% | -50.7% | 0.063% | |
4/10/2025 | TruWealth Advisors LLC | 215,115 | $5.26M | 0.3% | N/A | 0.847% | |
4/10/2025 | Wealth Alliance Advisory Group LLC | 168,714 | $4.12M | 0.9% | N/A | 0.664% | |
4/10/2025 | TrueWealth Advisors LLC | 23,477 | $574K | 0.2% | +16.6% | 0.092% | |
4/9/2025 | RFG Advisory LLC | 559,713 | $13.68M | 0.4% | +5,425.8% | 2.204% | |
4/8/2025 | Bowman & Co S.C. | 53,375 | $1.30M | 0.6% | +32.3% | 0.210% | |
4/7/2025 | GAMMA Investing LLC | 1,434,530 | $35.06M | 0.0% | +2,162.6% | 5.648% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 39,772 | $972K | 0.0% | +3.2% | 0.162% | |
2/17/2025 | Focus Partners Wealth | 1,306,016 | $31.91M | 0.1% | +2.1% | 15.456% | |
2/17/2025 | Cetera Investment Advisers | 149,501 | $3.65M | 0.0% | +35.3% | 1.769% | |
2/17/2025 | Captrust Financial Advisors | 70,760 | $1.73M | 0.0% | -4.1% | 0.837% | |
2/17/2025 | Ameriprise Financial Inc. | 578,788 | $14.14M | 0.0% | +44.9% | 6.850% | |
2/14/2025 | Jane Street Group LLC | 32,996 | $806K | 0.0% | -78.8% | 0.390% | |
2/14/2025 | Comerica Bank | 3,120 | $76K | 0.0% | N/A | 0.037% | |
2/14/2025 | Integrated Wealth Concepts LLC | 14,201 | $347K | 0.0% | N/A | 0.168% | |
2/14/2025 | Stifel Financial Corp | 25,260 | $617K | 0.0% | +3.4% | 0.299% | |
2/13/2025 | Integrity Wealth Advisors Inc. | 18,530 | $453K | 0.3% | N/A | 0.219% | |
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2/13/2025 | Mariner LLC | 183,918 | $4.49M | 0.0% | +7.0% | 2.177% | |
2/13/2025 | One Degree Advisors Inc | 74,099 | $1.82M | 0.7% | +56.3% | 0.877% | |
2/13/2025 | Envestnet Asset Management Inc. | 27,360 | $669K | 0.0% | -12.7% | 0.324% | |
2/13/2025 | Leeward Financial Partners LLC | 64,647 | $1.58M | 0.6% | +6.1% | 0.765% | |
2/12/2025 | Franklin Resources Inc. | 18,581 | $454K | 0.0% | -95.6% | 0.220% | |
2/12/2025 | Orion Portfolio Solutions LLC | 43,278 | $1.06M | 0.0% | -8.5% | 0.512% | |
2/12/2025 | JPMorgan Chase & Co. | 235,496 | $5.75M | 0.0% | +3.0% | 2.787% | |
2/11/2025 | LPL Financial LLC | 2,591,203 | $63.32M | 0.0% | +143.8% | 30.665% | |
2/10/2025 | Thrivent Financial for Lutherans | 165,330 | $4.04M | 0.0% | +8.3% | 1.957% | |
2/10/2025 | Glenview Trust co | 106,938 | $2.61M | 0.0% | N/A | 1.266% | |
2/10/2025 | Collaborative Wealth Managment Inc. | 30,225 | $739K | 0.3% | +10.3% | 0.358% | |
2/10/2025 | Harbour Investments Inc. | 39,260 | $959K | 0.0% | +18.1% | 0.465% | |
2/10/2025 | Commonwealth Equity Services LLC | 128,254 | $3.13M | 0.0% | +57.9% | 1.518% | |
2/10/2025 | EverSource Wealth Advisors LLC | 7,857 | $192K | 0.0% | N/A | 0.093% | |
2/7/2025 | HighTower Advisors LLC | 178,132 | $4.35M | 0.0% | +45.9% | 2.108% | |
2/7/2025 | Independent Advisor Alliance | 148,314 | $3.62M | 0.0% | N/A | 1.755% | |
2/6/2025 | Raymond James Financial Inc. | 480,164 | $11.73M | 0.0% | N/A | 5.682% | |
2/6/2025 | Atria Investments Inc | 16,397 | $401K | 0.0% | -3.0% | 0.194% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 82,485 | $2.02M | 0.0% | +24.8% | 0.976% | |
2/6/2025 | Jones Financial Companies Lllp | 28,402 | $694K | 0.0% | +155.0% | 0.336% | |
2/5/2025 | Private Trust Co. NA | 13,522 | $330K | 0.0% | +108.7% | 0.160% | |
2/4/2025 | Bank of New York Mellon Corp | 159,653 | $3.90M | 0.0% | +25.2% | 1.889% | |
2/4/2025 | Acorn Wealth Advisors LLC | 9,833 | $240K | 0.1% | N/A | 0.116% | |
2/4/2025 | Abound Financial LLC | 117,565 | $2.87M | 1.5% | N/A | 1.391% | |
2/3/2025 | Prentice Wealth Management LLC | 70,265 | $1.72M | 0.5% | N/A | 0.832% | |
2/3/2025 | Private Advisor Group LLC | 78,147 | $1.91M | 0.0% | +8.0% | 0.925% | |
1/31/2025 | Atria Wealth Solutions Inc. | 9,990 | $244K | 0.0% | N/A | 0.118% | |
1/31/2025 | D.A. Davidson & CO. | 8,479 | $207K | 0.0% | N/A | 0.100% | |
1/31/2025 | Truist Financial Corp | 28,603 | $699K | 0.0% | +20.2% | 0.338% | |
1/31/2025 | Sanctuary Advisors LLC | 379,599 | $9.32M | 0.1% | +6.7% | 4.492% | |
1/30/2025 | ShoreHaven Wealth Partners LLC | 152,487 | $3.73M | 1.8% | +3.0% | 1.805% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 22,191 | $542K | 0.0% | +30.1% | 0.263% | |
1/29/2025 | Latitude Advisors LLC | 8,597 | $210K | 0.1% | N/A | 0.102% | |
1/29/2025 | Essex Financial Services Inc. | 25,928 | $634K | 0.0% | +1.8% | 0.307% | |
1/29/2025 | Ocean Park Asset Management LLC | 118,300 | $2.89M | 0.1% | N/A | 1.400% | |
1/28/2025 | Kestra Private Wealth Services LLC | 284,843 | $6.96M | 0.1% | +12.1% | 3.371% | |
1/28/2025 | Golden State Wealth Management LLC | 33,647 | $822K | 0.1% | N/A | 0.398% | |
1/27/2025 | Financial Advocates Investment Management | 45,544 | $1.11M | 0.1% | -1.0% | 0.539% | |
1/27/2025 | Econ Financial Services Corp | 31,667 | $774K | 0.4% | N/A | 0.375% | |
1/27/2025 | Stratos Wealth Advisors LLC | 68,407 | $1.67M | 0.1% | -4.4% | 0.810% | |
1/22/2025 | Patriot Financial Group Insurance Agency LLC | 131,451 | $3.21M | 0.4% | -19.4% | 1.556% | |
1/22/2025 | Landmark Wealth Management LLC | 41,151 | $1.01M | 0.4% | -2.9% | 0.487% | |
1/17/2025 | Secure Asset Management LLC | 32,593 | $796K | 0.1% | +11.0% | 0.386% | |
1/17/2025 | Cedar Point Capital Partners LLC | 38,363 | $937K | 0.6% | +5.3% | 0.454% | |
1/17/2025 | Janney Montgomery Scott LLC | 19,187 | $469K | 0.0% | +45.5% | 0.227% | |
1/16/2025 | Central Bank & Trust Co. | 750,173 | $18.33M | 2.8% | -13.6% | 8.878% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 38,556 | $942K | 0.0% | +23.0% | 0.456% | |
1/15/2025 | TrueWealth Advisors LLC | 20,130 | $492K | 0.2% | +26.7% | 0.238% | |
1/14/2025 | Redhawk Wealth Advisors Inc. | 64,646 | $1.58M | 0.2% | +7.4% | 0.765% | |
1/8/2025 | International Assets Investment Management LLC | 14,244 | $349K | 0.0% | N/A | 0.169% | |
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1/3/2025 | GAMMA Investing LLC | 63,401 | $1.55M | 0.1% | +57.6% | 0.750% | |
12/26/2024 | JPMorgan Chase & Co. | 228,634 | $5.72M | 0.0% | +9.0% | 2.706% | |
11/27/2024 | Franklin Resources Inc. | 418,637 | $10.39M | 0.0% | -71.0% | 4.954% | |
11/25/2024 | Sanctuary Advisors LLC | 355,837 | $8.84M | 0.1% | +93.2% | 4.211% | |
11/15/2024 | Jane Street Group LLC | 155,451 | $3.89M | 0.0% | +175.1% | 1.840% | |
11/15/2024 | Stifel Financial Corp | 24,434 | $611K | 0.0% | +119.1% | 0.289% | |
11/15/2024 | HighTower Advisors LLC | 122,062 | $3.05M | 0.0% | N/A | 1.445% | |
11/14/2024 | Captrust Financial Advisors | 73,788 | $1.85M | 0.0% | -2.8% | 0.873% | |
11/7/2024 | Thrivent Financial for Lutherans | 152,719 | $3.82M | 0.0% | +35.1% | 1.807% | |
11/5/2024 | Harbour Investments Inc. | 33,255 | $832K | 0.0% | +15.6% | 0.394% | |