3/24/2025 | Fulcrum Equity Management | 9,472 | $849K | 0.8% | N/A | 0.035% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 97,017 | $8.69M | 0.0% | +6.9% | 0.354% | |
2/28/2025 | BridgePort Financial Solutions LLC | 2,468 | $214K | 0.1% | N/A | 0.009% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 16,772 | $1.50M | 0.0% | -13.7% | 0.060% | |
2/24/2025 | Ameriflex Group Inc. | 610 | $56K | 0.0% | N/A | 0.002% | |
2/19/2025 | Blue Sky Capital Consultants Group Inc. | 2,545 | $228K | 0.1% | N/A | 0.009% | |
2/18/2025 | Sunbelt Securities Inc. | 6,661 | $603K | 0.1% | -2.2% | 0.024% | |
2/18/2025 | GTS Securities LLC | 9,051 | $811K | 0.0% | -51.0% | 0.032% | |
2/17/2025 | Two Sigma Investments LP | 19,600 | $1.76M | 0.0% | -54.2% | 0.070% | |
2/17/2025 | Focus Partners Wealth | 7,899 | $708K | 0.0% | +12.1% | 0.028% | |
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2/17/2025 | Full Sail Capital LLC | 14,476 | $1.30M | 0.1% | -10.2% | 0.052% | |
2/17/2025 | Eagle Global Advisors LLC | 3,410 | $306K | 0.0% | +10.7% | 0.012% | |
2/17/2025 | CoreCap Advisors LLC | 74,527 | $6.68M | 0.3% | +2,695.5% | 0.267% | |
2/17/2025 | Cornerstone Financial Group LLC NE | 5,007 | $449K | 0.4% | N/A | 0.018% | |
2/17/2025 | Cetera Investment Advisers | 164,420 | $14.73M | 0.0% | +117.0% | 0.588% | |
2/17/2025 | Captrust Financial Advisors | 84,931 | $7.61M | 0.0% | +4.6% | 0.304% | |
2/17/2025 | Bank of America Corp DE | 557,958 | $49.99M | 0.0% | -9.5% | 1.996% | |
2/17/2025 | Ameriprise Financial Inc. | 357,235 | $32.04M | 0.0% | +4.8% | 1.278% | |
2/17/2025 | Aptus Capital Advisors LLC | 63,990 | $5.73M | 0.1% | -24.8% | 0.229% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 2,630 | $236K | 0.0% | -46.6% | 0.009% | |
2/14/2025 | FAS Wealth Partners Inc. | 592,467 | $53.09M | 4.5% | -8.3% | 2.120% | |
2/14/2025 | Jane Street Group LLC | 15,520 | $1.39M | 0.0% | N/A | 0.056% | |
2/14/2025 | Comerica Bank | 12,602 | $1.13M | 0.0% | -13.4% | 0.045% | |
2/14/2025 | Lido Advisors LLC | 10,758 | $964K | 0.0% | N/A | 0.038% | |
2/14/2025 | Capital Analysts LLC | 4,474 | $401K | 0.0% | -4.6% | 0.016% | |
2/14/2025 | Integrated Wealth Concepts LLC | 9,375 | $840K | 0.0% | +12.4% | 0.034% | |
2/14/2025 | IHT Wealth Management LLC | 58,911 | $5.28M | 0.2% | -0.4% | 0.211% | |
2/14/2025 | Stifel Financial Corp | 51,118 | $4.58M | 0.0% | -4.4% | 0.183% | |
2/14/2025 | Optivise Advisory Services LLC | 10,071 | $902K | 0.5% | +5.1% | 0.036% | |
2/14/2025 | MML Investors Services LLC | 277,029 | $24.82M | 0.1% | +2.5% | 0.991% | |
2/14/2025 | Freedom Investment Management Inc. | 47,934 | $4.30M | 0.4% | N/A | 0.171% | |
2/14/2025 | GeoWealth Management LLC | 3,241 | $290K | 0.0% | -62.8% | 0.012% | |
2/13/2025 | NewEdge Advisors LLC | 11,600 | $1.04M | 0.0% | +26.2% | 0.042% | |
2/13/2025 | Twin Focus Capital Partners LLC | 34,875 | $3.13M | 0.5% | -3.0% | 0.125% | |
2/13/2025 | Kane Investment Management Inc. | 18,002 | $1.61M | 0.9% | N/A | 0.064% | |
2/13/2025 | Mariner LLC | 95,405 | $8.55M | 0.0% | +8.5% | 0.341% | |
2/13/2025 | Townsquare Capital LLC | 2,402 | $215K | 0.0% | N/A | 0.009% | |
2/13/2025 | Rockefeller Capital Management L.P. | 151,307 | $13.56M | 0.0% | -1.8% | 0.541% | |
2/13/2025 | Raymond James Financial Inc. | 305,784 | $27.40M | 0.0% | N/A | 1.094% | |
2/13/2025 | Advisory Services Network LLC | 20,455 | $1.83M | 0.0% | +96.1% | 0.073% | |
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2/13/2025 | Bank of Montreal Can | 548 | $49K | 0.0% | -41.3% | 0.002% | |
2/13/2025 | Envestnet Asset Management Inc. | 238,602 | $21.38M | 0.0% | +151.8% | 0.854% | |
2/13/2025 | Wells Fargo & Company MN | 677,733 | $60.73M | 0.0% | -12.1% | 2.425% | |
2/12/2025 | World Investment Advisors | 7,575 | $679K | 0.0% | N/A | 0.027% | |
2/12/2025 | OLD Mission Capital LLC | 4,641 | $416K | 0.0% | +38.7% | 0.017% | |
2/12/2025 | JPMorgan Chase & Co. | 311,597 | $27.92M | 0.0% | +3.3% | 1.115% | |
2/12/2025 | Tyler Stone Wealth Management | 6,565 | $588K | 0.1% | -5.8% | 0.023% | |
2/12/2025 | Ipsen Advisor Group LLC | 65,216 | $5.84M | 5.0% | N/A | 0.233% | |
2/11/2025 | Hershey Financial Advisers LLC | 43,206 | $3.87M | 3.4% | N/A | 0.155% | |
2/11/2025 | LPL Financial LLC | 1,418,807 | $127.13M | 0.1% | +12.9% | 5.076% | |
2/11/2025 | GM Advisory Group LLC | 18,133 | $1.63M | 0.1% | +64.0% | 0.065% | |
2/10/2025 | Thrivent Financial for Lutherans | 2,789 | $251K | 0.0% | N/A | 0.010% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 15,230 | $1.37M | 0.1% | +9.3% | 0.054% | |
2/10/2025 | GWN Securities Inc. | 3,700 | $332K | 0.1% | N/A | 0.013% | |
2/10/2025 | Corient Private Wealth LLC | 119,672 | $10.72M | 0.0% | +16.5% | 0.428% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 37,844 | $3.39M | 0.0% | N/A | 0.135% | |
2/10/2025 | Clearstead Trust LLC | 483,026 | $43.28M | 9.4% | 0.0% | 1.728% | |
2/10/2025 | Greykasell Wealth Strategies Inc. | 29,336 | $2.63M | 1.5% | N/A | 0.105% | |
2/10/2025 | Commonwealth Equity Services LLC | 419,626 | $37.60M | 0.1% | -8.9% | 1.501% | |
2/10/2025 | Madison Wealth Partners Inc | 45,255 | $4.06M | 1.1% | +1.3% | 0.162% | |
2/10/2025 | Avantax Advisory Services Inc. | 377,500 | $33.82M | 0.2% | 0.0% | 1.351% | |
2/7/2025 | Summit X LLC | 2,902 | $260K | 0.1% | +5.6% | 0.010% | |
2/7/2025 | HighTower Advisors LLC | 24,613 | $2.21M | 0.0% | +9.7% | 0.088% | |
2/7/2025 | Global View Capital Management LLC | 14,669 | $1.32M | 0.5% | N/A | 0.052% | |
2/7/2025 | Investors Research Corp | 43,415 | $3.89M | 0.9% | +25.6% | 0.155% | |
2/7/2025 | Independent Advisor Alliance | 8,028 | $719K | 0.0% | N/A | 0.029% | |
2/7/2025 | Johnson Investment Counsel Inc. | 55,028 | $4.93M | 0.0% | -4.6% | 0.197% | |
2/7/2025 | New Insight Wealth Advisors | 5,085 | $456K | 0.2% | N/A | 0.018% | |
2/7/2025 | Elevation Capital Advisory LLC | 2,318 | $208K | 0.1% | N/A | 0.008% | |
2/6/2025 | One Capital Management LLC | 64,456 | $5.78M | 0.2% | +12.2% | 0.231% | |
2/6/2025 | Raymond James Financial Inc. | 305,784 | $27.40M | 0.0% | N/A | 1.094% | |
2/6/2025 | Atria Investments Inc | 50,808 | $4.55M | 0.1% | N/A | 0.182% | |
2/6/2025 | Assetmark Inc. | 8,165 | $732K | 0.0% | +129.9% | 0.029% | |
2/6/2025 | Synergy Investment Management LLC | 1,565 | $140K | 0.1% | N/A | 0.006% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 60,990 | $5.47M | 0.0% | +0.5% | 0.218% | |
2/6/2025 | Jones Financial Companies Lllp | 2,499 | $224K | 0.0% | +28.5% | 0.009% | |
2/5/2025 | Halbert Hargrove Global Advisors LLC | 440 | $39K | 0.0% | N/A | 0.002% | |
2/5/2025 | Smartleaf Asset Management LLC | 4,116 | $372K | 0.0% | N/A | 0.015% | |
2/5/2025 | Cape Investment Advisory Inc. | 22,465 | $2.01M | 0.8% | -2.6% | 0.080% | |
2/5/2025 | Private Trust Co. NA | 8,688 | $778K | 0.1% | -7.3% | 0.031% | |
2/5/2025 | Heritage Oak Wealth Advisors LLC | 6,459 | $579K | 0.3% | N/A | 0.023% | |
2/5/2025 | Kovack Advisors Inc. | 5,059 | $453K | 0.0% | +3.1% | 0.018% | |
2/4/2025 | Bank of New York Mellon Corp | 26,918 | $2.41M | 0.0% | +61.3% | 0.096% | |
2/4/2025 | Wharton Business Group LLC | 7,400 | $663K | 0.0% | -7.3% | 0.026% | |
2/4/2025 | IFP Advisors Inc | 8,201 | $735K | 0.0% | +82.0% | 0.029% | |
2/3/2025 | Sigma Planning Corp | 13,238 | $1.19M | 0.0% | +3.6% | 0.047% | |
2/3/2025 | VisionPoint Advisory Group LLC | 11,525 | $1.03M | 0.4% | N/A | 0.041% | |
2/3/2025 | Aspect Partners LLC | 4,755 | $426K | 0.2% | N/A | 0.017% | |
2/3/2025 | Private Advisor Group LLC | 29,313 | $2.63M | 0.0% | -5.5% | 0.105% | |
2/3/2025 | Good Life Advisors LLC | 2,400 | $215K | 0.0% | N/A | 0.009% | |
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2/3/2025 | Flagstar Advisors Inc. | 5,220 | $468K | 0.1% | -3.8% | 0.019% | |
1/31/2025 | Global Retirement Partners LLC | 6,025 | $540K | 0.0% | -11.0% | 0.022% | |
1/31/2025 | Key Financial Inc | 3,514 | $315K | 0.1% | +7.4% | 0.013% | |
1/31/2025 | Atria Wealth Solutions Inc. | 68,648 | $6.15M | 0.1% | +123.3% | 0.246% | |
1/31/2025 | Truist Financial Corp | 29,540 | $2.65M | 0.0% | -7.6% | 0.106% | |
1/31/2025 | Woodard & Co. Asset Management Group Inc. ADV | 70,768 | $6.34M | 1.4% | -4.9% | 0.253% | |
1/31/2025 | Sanctuary Advisors LLC | 42,911 | $3.96M | 0.0% | -22.2% | 0.154% | |
1/31/2025 | Spectrum Wealth Advisory Group LLC | 2,280 | $204K | 0.1% | -8.8% | 0.008% | |
1/31/2025 | J.W. Cole Advisors Inc. | 3,646 | $327K | 0.0% | +3.6% | 0.013% | |
1/30/2025 | Strategic Financial Concepts LLC | 39,527 | $3.54M | 0.1% | +293.0% | 0.141% | |