3/24/2025 | Mascagni Wealth Management Inc. | 5,436 | $265K | 0.2% | N/A | 0.028% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,942 | $339K | 0.0% | N/A | 0.036% | |
3/12/2025 | Centaurus Financial Inc. | 12,467 | $608K | 0.0% | -20.7% | 0.065% | |
2/20/2025 | Mackenzie Financial Corp | 6,370 | $311K | 0.0% | -31.9% | 0.035% | |
2/19/2025 | Retirement Planning Group LLC NY | 4,371 | $213K | 0.2% | N/A | 0.024% | |
2/19/2025 | WCG Wealth Advisors LLC | 22,985 | $1.12M | 0.1% | +3.2% | 0.128% | |
2/18/2025 | 10Elms LLP | 3,200 | $156K | 0.2% | N/A | 0.018% | |
2/17/2025 | Visionary Wealth Advisors | 15,772 | $770K | 0.0% | -1.3% | 0.088% | |
2/17/2025 | Baird Financial Group Inc. | 32,289 | $1.58M | 0.0% | +4.1% | 0.179% | |
2/17/2025 | Bank of America Corp DE | 1,719,224 | $83.88M | 0.0% | +16.0% | 9.551% | |
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2/17/2025 | Ameriprise Financial Inc. | 143,479 | $7.00M | 0.0% | -2.9% | 0.797% | |
2/14/2025 | Triumph Capital Management | 8,261 | $403K | 0.1% | +2.6% | 0.046% | |
2/14/2025 | Lido Advisors LLC | 56,072 | $2.74M | 0.0% | -12.2% | 0.312% | |
2/14/2025 | Integrated Wealth Concepts LLC | 20,276 | $989K | 0.0% | -4.8% | 0.113% | |
2/14/2025 | Pinebridge Investments L.P. | 25,352 | $1.24M | 0.0% | +76.5% | 0.141% | |
2/14/2025 | IHT Wealth Management LLC | 15,068 | $735K | 0.0% | -12.7% | 0.084% | |
2/14/2025 | Stifel Financial Corp | 45,683 | $2.23M | 0.0% | +49.2% | 0.254% | |
2/13/2025 | Marshall Wace LLP | 7,078 | $345K | 0.0% | N/A | 0.039% | |
2/13/2025 | NewEdge Advisors LLC | 7,928 | $387K | 0.0% | -44.2% | 0.044% | |
2/13/2025 | Mariner LLC | 27,130 | $1.32M | 0.0% | +6.7% | 0.151% | |
2/13/2025 | BTG Pactual Asset Management US LLC | 500 | $25K | 0.0% | N/A | 0.003% | |
2/13/2025 | Advisors Capital Management LLC | 11,428 | $558K | 0.0% | -2.6% | 0.063% | |
2/13/2025 | Scotia Capital Inc. | 4,152 | $203K | 0.0% | N/A | 0.023% | |
2/13/2025 | Raymond James Financial Inc. | 52,213 | $2.55M | 0.0% | N/A | 0.290% | |
2/13/2025 | Bank of Montreal Can | 42,651 | $2.08M | 0.0% | -66.7% | 0.237% | |
2/13/2025 | Titleist Asset Management LLC | 18,160 | $886K | 0.1% | -4.3% | 0.101% | |
2/13/2025 | Forum Private Client Group LLC | 4,504 | $220K | 0.1% | N/A | 0.025% | |
2/13/2025 | Envestnet Asset Management Inc. | 5,926 | $289K | 0.0% | N/A | 0.033% | |
2/13/2025 | Wells Fargo & Company MN | 656 | $32K | 0.0% | +5,863.6% | 0.004% | |
2/12/2025 | Arete Wealth Advisors LLC | 10,415 | $508K | 0.0% | N/A | 0.058% | |
2/12/2025 | World Investment Advisors | 5,604 | $273K | 0.0% | N/A | 0.031% | |
2/12/2025 | Penobscot Investment Management Company Inc. | 9,958 | $486K | 0.0% | -3.2% | 0.055% | |
2/12/2025 | Mark Sheptoff Financial Planning LLC | 28,391 | $1.39M | 0.7% | -1.2% | 0.158% | |
2/11/2025 | Mountain Hill Investment Partners Corp. | 79,720 | $3.89M | 4.0% | N/A | 0.443% | |
2/11/2025 | LPL Financial LLC | 348,835 | $17.02M | 0.0% | -0.2% | 1.938% | |
2/10/2025 | Petra Financial Advisors Inc. | 15,078 | $736K | 0.5% | +33.8% | 0.084% | |
2/10/2025 | Centurion Wealth Management LLC | 72,442 | $3.53M | 1.1% | +7.2% | 0.402% | |
2/10/2025 | Commonwealth Equity Services LLC | 93,092 | $4.54M | 0.0% | +2.7% | 0.517% | |
2/10/2025 | Avantax Advisory Services Inc. | 4,911 | $240K | 0.0% | +4.6% | 0.027% | |
2/10/2025 | Farther Finance Advisors LLC | 1,880 | $92K | 0.0% | -70.6% | 0.010% | |
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2/7/2025 | HighTower Advisors LLC | 120,371 | $5.87M | 0.0% | +2.6% | 0.669% | |
2/7/2025 | Independent Advisor Alliance | 19,086 | $931K | 0.0% | N/A | 0.106% | |
2/6/2025 | Raymond James Financial Inc. | 52,213 | $2.55M | 0.0% | N/A | 0.290% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 26,945 | $1.32M | 0.0% | +6.0% | 0.150% | |
2/6/2025 | Detalus Advisors LLC | 4,739 | $231K | 0.1% | N/A | 0.026% | |
2/6/2025 | Jones Financial Companies Lllp | 27,000 | $1.32M | 0.0% | +93.2% | 0.150% | |
2/5/2025 | Nelson Capital Management LLC | 82,316 | $4.02M | 0.7% | +3.4% | 0.457% | |
2/4/2025 | Portland Financial Advisors Inc | 6,535 | $319K | 0.9% | N/A | 0.036% | |
2/4/2025 | Wharton Business Group LLC | 297,295 | $14.51M | 0.7% | +0.8% | 1.652% | |
2/4/2025 | IFP Advisors Inc | 2,243 | $109K | 0.0% | +12.4% | 0.012% | |
2/3/2025 | First Horizon Advisors Inc. | 1,561 | $76K | 0.0% | +27.1% | 0.009% | |
2/3/2025 | Private Advisor Group LLC | 5,625 | $274K | 0.0% | -38.6% | 0.031% | |
2/3/2025 | Gimbal Financial | 76,947 | $3.75M | 3.1% | +2.0% | 0.427% | |
1/31/2025 | Global Retirement Partners LLC | 15,532 | $758K | 0.0% | +11.4% | 0.086% | |
1/31/2025 | Rational Advisors LLC | 7,718 | $377K | 0.0% | -3.7% | 0.043% | |
1/30/2025 | Csenge Advisory Group | 34,042 | $1.66M | 0.1% | +15.8% | 0.189% | |
1/30/2025 | Allworth Financial LP | 1,199 | $61K | 0.0% | +383.5% | 0.007% | |
1/30/2025 | Roxbury Financial LLC | 1,531 | $77K | 0.1% | N/A | 0.009% | |
1/29/2025 | Naples Global Advisors LLC | 8,985 | $438K | 0.0% | -4.1% | 0.050% | |
1/29/2025 | BostonPremier Wealth LLC | 72,005 | $3.51M | 2.1% | N/A | 0.400% | |
1/27/2025 | Consolidated Portfolio Review Corp | 4,608 | $225K | 0.0% | -18.3% | 0.026% | |
1/24/2025 | Spire Wealth Management | 30,679 | $1.50M | 0.0% | +9.3% | 0.170% | |
1/24/2025 | Clear Creek Financial Management LLC | 4,333 | $211K | 0.0% | -15.6% | 0.024% | |
1/23/2025 | Koa Wealth Management LLC | 18,455 | $900K | 0.7% | -5.0% | 0.103% | |
1/23/2025 | Capital Investment Advisory Services LLC | 640 | $31K | 0.0% | N/A | 0.004% | |
1/21/2025 | Cora Capital Advisors LLC | 24,230 | $1.18M | 0.6% | -2.1% | 0.135% | |
1/16/2025 | Sugar Maple Asset Management LLC | 9,543 | $466K | 0.4% | -21.6% | 0.053% | |
1/16/2025 | Purus Wealth Management LLC | 6,536 | $319K | 0.1% | -3.9% | 0.036% | |
1/16/2025 | Financial Freedom LLC | 1,635 | $80K | 0.0% | -46.7% | 0.009% | |
1/15/2025 | Krilogy Financial LLC | 10,336 | $504K | 0.0% | N/A | 0.057% | |
1/15/2025 | Arkadios Wealth Advisors | 16,861 | $823K | 0.0% | +49.3% | 0.094% | |
1/13/2025 | Future Financial Wealth Managment LLC | 37,406 | $1.83M | 1.3% | +4.3% | 0.208% | |
1/13/2025 | City State Bank | 8,145 | $397K | 0.1% | +10.2% | 0.045% | |
1/13/2025 | Aprio Wealth Management LLC | 71,202 | $3.47M | 0.5% | +62.9% | 0.396% | |
1/10/2025 | Watts Gwilliam & Co. LLC | 44,684 | $2.19M | 0.5% | -17.8% | 0.248% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 14,207 | $683K | 0.0% | +3.3% | 0.079% | |
11/18/2024 | Sunbelt Securities Inc. | 3,455 | $168K | 0.0% | +7.0% | 0.019% | |
11/15/2024 | LRI Investments LLC | 3,900 | $194K | 0.0% | N/A | 0.022% | |
11/15/2024 | MML Investors Services LLC | 17,977 | $876K | 0.0% | -41.4% | 0.100% | |
11/15/2024 | Jane Street Group LLC | 114,832 | $5.60M | 0.0% | -28.5% | 0.638% | |
11/15/2024 | Stifel Financial Corp | 30,627 | $1.49M | 0.0% | -16.1% | 0.170% | |
11/15/2024 | IHT Wealth Management LLC | 17,254 | $841K | 0.0% | -13.5% | 0.096% | |
11/15/2024 | Integrated Wealth Concepts LLC | 21,307 | $1.04M | 0.0% | -11.7% | 0.118% | |
11/15/2024 | HighTower Advisors LLC | 117,339 | $5.70M | 0.0% | +0.7% | 0.652% | |
11/15/2024 | Hilltop Holdings Inc. | 35,089 | $1.71M | 0.1% | +32.6% | 0.195% | |
11/14/2024 | BNP Paribas | 10,280 | $501K | 0.0% | +9.4% | 0.057% | |
11/13/2024 | Bank of Montreal Can | 128,147 | $6.21M | 0.0% | +180.5% | 0.712% | |
11/12/2024 | Centaurus Financial Inc. | 15,712 | $766K | 0.0% | +68.1% | 0.087% | |
11/8/2024 | First Horizon Advisors Inc. | 1,228 | $60K | 0.0% | +40.2% | 0.007% | |
11/7/2024 | Wharton Business Group LLC | 295,060 | $14.38M | 0.6% | +42.7% | 1.639% | |
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11/7/2024 | Sugar Maple Asset Management LLC | 12,178 | $594K | 0.5% | -47.8% | 0.068% | |
11/6/2024 | Koa Wealth Management LLC | 19,435 | $947K | 0.7% | -3.0% | 0.108% | |
11/5/2024 | Fountainhead AM LLC | 8,227 | $401K | 0.1% | +15.5% | 0.046% | |
10/30/2024 | Rational Advisors LLC | 8,012 | $391K | 0.0% | N/A | 0.045% | |
10/29/2024 | Clear Creek Financial Management LLC | 5,133 | $250K | 0.0% | -3.9% | 0.029% | |
10/29/2024 | Realta Investment Advisors | 11,757 | $594K | 0.3% | +11,657.0% | 0.065% | |
10/28/2024 | Petra Financial Advisors Inc. | 11,266 | $549K | 0.4% | +71.2% | 0.063% | |
10/25/2024 | Gimbal Financial | 75,444 | $3.75M | 2.4% | N/A | 0.419% | |
10/24/2024 | Ellis Investment Partners LLC | 14,706 | $717K | 0.1% | -4.0% | 0.082% | |
10/24/2024 | Arkadios Wealth Advisors | 11,292 | $550K | 0.0% | +37.6% | 0.063% | |