3/18/2025 | Thoma Capital Management LLC | 77,100 | $5.74M | 3.9% | N/A | 0.282% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 325,470 | $24.24M | 0.0% | -2.3% | 1.190% | |
3/12/2025 | Centaurus Financial Inc. | 15,732 | $1.17M | 0.1% | +3.1% | 0.058% | |
3/6/2025 | Kilter Group LLC | 4,699 | $350K | 0.2% | N/A | 0.017% | |
2/28/2025 | Park Square Financial Group LLC | 1,394 | $104K | 0.1% | N/A | 0.005% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 4,055 | $302K | 0.0% | -36.2% | 0.014% | |
2/24/2025 | Instrumental Wealth LLC | 10,415 | $817K | 0.8% | -78.7% | 0.036% | |
2/18/2025 | Hudson Value Partners LLC | 4,250 | $317K | 0.1% | +11.8% | 0.015% | |
2/18/2025 | GTS Securities LLC | 4,578 | $341K | 0.0% | -69.1% | 0.016% | |
2/18/2025 | Ashford Capital Management Inc. | 11,956 | $891K | 0.1% | -13.3% | 0.042% | |
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2/17/2025 | Waverly Advisors LLC | 18,006 | $1.34M | 0.0% | N/A | 0.063% | |
2/17/2025 | Snowden Capital Advisors LLC | 9,357 | $697K | 0.0% | -7.1% | 0.033% | |
2/17/2025 | Royal Bank of Canada | 207,461 | $15.45M | 0.0% | +6.5% | 0.727% | |
2/17/2025 | Kaizen Financial Strategies | 5,736 | $427K | 0.2% | +11.8% | 0.020% | |
2/17/2025 | Focus Partners Wealth | 11,025 | $821K | 0.0% | +19.5% | 0.039% | |
2/17/2025 | FWL Investment Management LLC | 1,762 | $131K | 0.0% | +438.8% | 0.006% | |
2/17/2025 | Clark Capital Management Group Inc. | 16,400 | $1.22M | 0.0% | N/A | 0.057% | |
2/17/2025 | EP Wealth Advisors LLC | 4,487 | $334K | 0.0% | +3.4% | 0.016% | |
2/17/2025 | EPG Wealth Management LLC | 676 | $50K | 0.0% | N/A | 0.002% | |
2/17/2025 | Cresset Asset Management LLC | 16,027 | $1.19M | 0.0% | -4.0% | 0.056% | |
2/17/2025 | Cetera Investment Advisers | 57,940 | $4.32M | 0.0% | +7.5% | 0.203% | |
2/17/2025 | Captrust Financial Advisors | 14,490 | $1.08M | 0.0% | -3.0% | 0.051% | |
2/17/2025 | Baird Financial Group Inc. | 13,847 | $1.03M | 0.0% | -4.1% | 0.049% | |
2/17/2025 | Bank of America Corp DE | 123,550 | $9.20M | 0.0% | +0.5% | 0.433% | |
2/17/2025 | Benjamin Edwards Inc. | 125,104 | $9.32M | 0.1% | -1.1% | 0.438% | |
2/14/2025 | Blue Rock Wealth Management LLC | 3,900 | $291K | 0.3% | N/A | 0.014% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 21,806 | $1.62M | 0.0% | N/A | 0.076% | |
2/14/2025 | Lido Advisors LLC | 15,055 | $1.12M | 0.0% | -2.5% | 0.053% | |
2/14/2025 | Beacon Pointe Advisors LLC | 7,110 | $530K | 0.0% | +2.9% | 0.025% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 3,252 | $242K | 0.0% | N/A | 0.011% | |
2/14/2025 | Integrated Wealth Concepts LLC | 11,184 | $833K | 0.0% | +13.9% | 0.039% | |
2/14/2025 | IHT Wealth Management LLC | 3,109 | $232K | 0.0% | N/A | 0.011% | |
2/14/2025 | OneDigital Investment Advisors LLC | 2,763 | $206K | 0.0% | N/A | 0.010% | |
2/14/2025 | Stifel Financial Corp | 207,067 | $15.42M | 0.0% | -0.3% | 0.725% | |
2/14/2025 | TD Waterhouse Canada Inc. | 9,395 | $699K | 0.0% | -7.3% | 0.033% | |
2/14/2025 | MML Investors Services LLC | 49,839 | $3.71M | 0.0% | +5.6% | 0.175% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 84,492 | $6.66M | 0.4% | +0.2% | 0.296% | |
2/13/2025 | Marshall Wace LLP | 7,613 | $567K | 0.0% | N/A | 0.027% | |
2/13/2025 | NewEdge Advisors LLC | 11,078 | $825K | 0.0% | +23.5% | 0.039% | |
2/13/2025 | Insigneo Advisory Services LLC | 4,429 | $330K | 0.0% | +5.0% | 0.016% | |
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2/13/2025 | Mariner LLC | 9,414 | $701K | 0.0% | +3.3% | 0.033% | |
2/13/2025 | Rockefeller Capital Management L.P. | 28,964 | $2.16M | 0.0% | +4.1% | 0.101% | |
2/13/2025 | Scotia Capital Inc. | 23,397 | $1.74M | 0.0% | +2.7% | 0.082% | |
2/13/2025 | Raymond James Financial Inc. | 248,617 | $18.52M | 0.0% | N/A | 0.871% | |
2/13/2025 | Swisher Financial Concepts Inc. | 3,197 | $238K | 0.3% | N/A | 0.011% | |
2/13/2025 | Rathbones Group PLC | 2,850 | $212K | 0.0% | N/A | 0.010% | |
2/13/2025 | Envestnet Asset Management Inc. | 35,875 | $2.67M | 0.0% | +15.1% | 0.126% | |
2/13/2025 | Wedbush Securities Inc. | 8,747 | $652K | 0.0% | +2.4% | 0.031% | |
2/13/2025 | Wells Fargo & Company MN | 1,784 | $133K | 0.0% | +114.4% | 0.006% | |
2/12/2025 | Thoroughbred Financial Services LLC | 41,420 | $3.09M | 0.2% | -1.9% | 0.145% | |
2/12/2025 | National Bank of Canada FI | 35,667 | $2.66M | 0.0% | +46.9% | 0.125% | |
2/12/2025 | Hoey Investments Inc. | 1,000 | $74K | 0.0% | N/A | 0.004% | |
2/12/2025 | Orion Portfolio Solutions LLC | 19,134 | $1.43M | 0.0% | N/A | 0.067% | |
2/12/2025 | JPMorgan Chase & Co. | 11,575 | $862K | 0.0% | -23.8% | 0.041% | |
2/12/2025 | Ausdal Financial Partners Inc. | 7,576 | $564K | 0.0% | +3.0% | 0.027% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 55,386 | $4.13M | 0.0% | +0.5% | 0.194% | |
2/12/2025 | Murphy & Mullick Capital Management Corp | 791 | $59K | 0.1% | N/A | 0.003% | |
2/12/2025 | Wambolt & Associates LLC | 3,885 | $289K | 0.1% | -12.9% | 0.014% | |
2/12/2025 | Bay Capital Advisors LLC | 11,333 | $844K | 0.7% | N/A | 0.040% | |
2/11/2025 | Modern Wealth Management LLC | 4,104 | $338K | 0.0% | N/A | 0.014% | |
2/11/2025 | LPL Financial LLC | 502,772 | $37.45M | 0.0% | +6.1% | 1.761% | |
2/11/2025 | TAP Consulting LLC | 27,318 | $2.04M | 0.4% | +6.1% | 0.096% | |
2/10/2025 | Tocqueville Asset Management L.P. | 12,404 | $924K | 0.0% | +5.3% | 0.043% | |
2/10/2025 | Clearwater Capital Advisors LLC | 8,997 | $670K | 0.1% | -1.9% | 0.032% | |
2/10/2025 | Parallel Advisors LLC | 7,814 | $582K | 0.0% | +3.2% | 0.027% | |
2/10/2025 | Harbour Investments Inc. | 350 | $26K | 0.0% | +130.3% | 0.001% | |
2/10/2025 | ETF Store Inc. | 4,671 | $348K | 0.4% | -28.3% | 0.016% | |
2/10/2025 | Commonwealth Equity Services LLC | 138,969 | $10.35M | 0.0% | +6.7% | 0.487% | |
2/10/2025 | LFA Lugano Financial Advisors SA | 355 | $26K | 0.0% | N/A | 0.001% | |
2/10/2025 | Avantax Advisory Services Inc. | 2,699 | $201K | 0.0% | N/A | 0.009% | |
2/7/2025 | HighTower Advisors LLC | 111,001 | $8.27M | 0.0% | +57.1% | 0.389% | |
2/7/2025 | Endowment Wealth Management Inc. | 5,442 | $405K | 0.3% | +63.5% | 0.019% | |
2/7/2025 | Ranch Capital Advisors Inc. | 5,448 | $406K | 0.2% | -3.8% | 0.019% | |
2/7/2025 | Independent Advisor Alliance | 24,554 | $1.83M | 0.0% | N/A | 0.086% | |
2/7/2025 | Sound View Wealth Advisors Group LLC | 2,750 | $205K | 0.0% | N/A | 0.010% | |
2/7/2025 | Sowell Financial Services LLC | 51,318 | $3.82M | 0.2% | +190.9% | 0.180% | |
2/7/2025 | Bank Julius Baer & Co. Ltd Zurich | 1,092 | $90K | 0.0% | N/A | 0.004% | |
2/7/2025 | Berkshire Asset Management LLC PA | 2,568 | $202K | 0.0% | N/A | 0.009% | |
2/7/2025 | Destination Wealth Management | 325,959 | $24.28M | 0.8% | -2.0% | 1.142% | |
2/6/2025 | Raymond James Financial Inc. | 248,617 | $18.52M | 0.0% | N/A | 0.871% | |
2/6/2025 | Exencial Wealth Advisors LLC | 8,699 | $648K | 0.0% | +1.5% | 0.030% | |
2/6/2025 | Meridian Wealth Management LLC | 40,276 | $3M | 0.1% | +26.4% | 0.141% | |
2/6/2025 | SBI Securities Co. Ltd. | 830 | $62K | 0.0% | N/A | 0.003% | |
2/6/2025 | Jones Financial Companies Lllp | 5,040 | $375K | 0.0% | N/A | 0.018% | |
2/5/2025 | Oppenheimer & Co. Inc. | 46,724 | $3.48M | 0.1% | +0.3% | 0.164% | |
2/4/2025 | IFP Advisors Inc | 13,043 | $972K | 0.0% | +523.2% | 0.046% | |
2/4/2025 | RPG Investment Advisory LLC | 2,812 | $209K | 0.0% | N/A | 0.010% | |
2/4/2025 | Union Bancaire Privee UBP SA | 5,681 | $425K | 0.0% | N/A | 0.020% | |
2/4/2025 | Wealthgarden F.S. LLC | 2,992 | $223K | 0.2% | N/A | 0.010% | |
2/4/2025 | MONECO Advisors LLC | 3,410 | $254K | 0.0% | N/A | 0.012% | |
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2/3/2025 | Sigma Planning Corp | 2,838 | $211K | 0.0% | -19.6% | 0.010% | |
2/3/2025 | Florin Court Capital LLP | 34,201 | $2.55M | 2.6% | -22.2% | 0.120% | |
2/3/2025 | Private Advisor Group LLC | 16,771 | $1.25M | 0.0% | +1.2% | 0.059% | |
2/3/2025 | Bryn Mawr Capital Management LLC | 207,900 | $15.49M | 0.6% | +6,396.9% | 0.728% | |
2/3/2025 | Hudson Value Partners LLC | 4,250 | $317K | 0.1% | +11.8% | 0.015% | |
1/31/2025 | Valley Wealth Managers Inc. | 36,856 | $2.75M | 0.2% | -1.8% | 0.129% | |
1/31/2025 | Atria Wealth Solutions Inc. | 33,251 | $2.48M | 0.0% | +7.7% | 0.116% | |
1/31/2025 | D.A. Davidson & CO. | 26,382 | $1.97M | 0.0% | +1.1% | 0.092% | |
1/31/2025 | Truist Financial Corp | 5,884 | $438K | 0.0% | +31.3% | 0.021% | |
1/31/2025 | Strategic Advisors LLC | 3,911 | $291K | 0.1% | N/A | 0.014% | |