8/1/2025 | Envestnet Asset Management Inc. | 52,979 | $1.07M | 0.0% | +8.6% | 0.240% | |
7/30/2025 | Bleakley Financial Group LLC | 13,536 | $272K | 0.0% | N/A | 0.061% | |
7/29/2025 | Liberty Square Wealth Partners LLC | 14,459 | $291K | 0.1% | -29.6% | 0.066% | |
7/25/2025 | Concurrent Investment Advisors LLC | 11,965 | $241K | 0.0% | N/A | 0.054% | |
7/23/2025 | Lakeside Advisors INC. | 39,990 | $805K | 0.5% | +17.7% | 0.181% | |
7/23/2025 | Pure Portfolios Holdings LLC | 17,578 | $354K | 0.1% | +49.2% | 0.080% | |
7/22/2025 | DAVENPORT & Co LLC | 13,450 | $271K | 0.0% | N/A | 0.061% | |
7/17/2025 | Janney Montgomery Scott LLC | 27,235 | $548K | 0.0% | -29.0% | 0.124% | |
7/17/2025 | Genesis Private Wealth LLC | 108,067 | $2.17M | 1.0% | +5.5% | 0.492% | |
7/16/2025 | ORG Partners LLC | 10,416 | $209K | 0.0% | N/A | 0.047% | |
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7/16/2025 | New Insight Wealth Advisors | 18,976 | $382K | 0.2% | -14.0% | 0.086% | |
7/16/2025 | Moneywise Inc. | 78,861 | $1.59M | 0.7% | -27.6% | 0.359% | |
7/11/2025 | Farther Finance Advisors LLC | 3,821 | $77K | 0.0% | N/A | 0.017% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 133,165 | $2.69M | 0.0% | -26.4% | 0.607% | |
7/7/2025 | Global Wealth Strategies & Associates | 137,539 | $2.77M | 0.8% | +3.1% | 0.628% | |
7/7/2025 | TruWealth Advisors LLC | 246,860 | $4.97M | 0.3% | +15.3% | 1.127% | |
6/2/2025 | Integrity Wealth Advisors Inc. | 16,177 | $326K | 0.2% | -3.1% | 0.078% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,750 | $35K | 0.0% | -53.3% | 0.009% | |
5/20/2025 | Focus Partners Wealth | 31,400 | $632K | 0.0% | -47.7% | 0.156% | |
5/16/2025 | NewEdge Advisors LLC | 31,311 | $630K | 0.0% | -4.4% | 0.156% | |
5/16/2025 | Integrated Wealth Concepts LLC | 14,205 | $286K | 0.0% | +12.5% | 0.071% | |
5/15/2025 | Paragon Private Wealth Management LLC | 42,696 | $860K | 0.4% | -17.9% | 0.212% | |
5/15/2025 | Royal Bank of Canada | 235,717 | $4.75M | 0.0% | -20.2% | 1.173% | |
5/15/2025 | OLD Mission Capital LLC | 20,774 | $418K | 0.0% | -19.1% | 0.103% | |
5/14/2025 | Comerica Bank | 29,322 | $590K | 0.0% | +11.3% | 0.146% | |
5/14/2025 | Ameriprise Financial Inc. | 2,429,336 | $48.90M | 0.0% | -1.2% | 12.086% | |
5/14/2025 | Flow Traders U.S. LLC | 18,680 | $376K | 0.0% | N/A | 0.093% | |
5/9/2025 | Haven Private LLC | 810,238 | $16.31M | 9.2% | +18.0% | 4.031% | |
5/8/2025 | Baker Avenue Asset Management LP | 140,426 | $2.83M | 0.1% | +14.2% | 0.699% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 11,119 | $224K | 0.1% | -15.1% | 0.055% | |
5/8/2025 | Natixis Advisors LLC | 44,522 | $896K | 0.0% | +6.4% | 0.222% | |
5/7/2025 | Foundations Investment Advisors LLC | 26,543 | $534K | 0.0% | +15.3% | 0.132% | |
5/7/2025 | LPL Financial LLC | 1,226,667 | $24.70M | 0.0% | -12.0% | 6.103% | |
5/6/2025 | Cetera Investment Advisers | 85,822 | $1.73M | 0.0% | +10.8% | 0.427% | |
5/2/2025 | Frederick Financial Consultants LLC | 126,009 | $2.54M | 1.8% | +0.5% | 0.627% | |
5/2/2025 | Larson Financial Group LLC | 2,179 | $44K | 0.0% | N/A | 0.011% | |
4/30/2025 | New Insight Wealth Advisors | 22,056 | $444K | 0.2% | +108.5% | 0.110% | |
4/29/2025 | Envestnet Asset Management Inc. | 48,781 | $982K | 0.0% | -23.7% | 0.243% | |
4/29/2025 | World Investment Advisors | 18,084 | $364K | 0.0% | -40.6% | 0.090% | |
4/28/2025 | Private Trust Co. NA | 20,021 | $403K | 0.0% | -28.8% | 0.100% | |
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4/28/2025 | Arbor Capital Management Inc. ADV | 73,996 | $1.50M | 1.5% | +5.7% | 0.368% | |
4/25/2025 | Westside Investment Management Inc. | 17,800 | $360K | 0.1% | +14.8% | 0.089% | |
4/23/2025 | Cvfg LLC | 22,613 | $455K | 0.4% | +4.5% | 0.113% | |
4/23/2025 | Moneywise Inc. | 108,892 | $2.19M | 1.2% | -15.9% | 0.542% | |
4/18/2025 | Cornerstone Wealth Management LLC | 52,297 | $1.05M | 0.1% | +12.0% | 0.260% | |
4/18/2025 | CENTRAL TRUST Co | 119,635 | $2.41M | 0.1% | +0.5% | 0.595% | |
4/17/2025 | Janney Montgomery Scott LLC | 38,385 | $773K | 0.0% | +1.8% | 0.191% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 180,848 | $3.64M | 0.0% | -4.2% | 0.900% | |
4/14/2025 | Daymark Wealth Partners LLC | 10,459 | $211K | 0.0% | N/A | 0.052% | |
4/10/2025 | GenWealth Group Inc. | 28,639 | $577K | 0.1% | N/A | 0.141% | |
4/10/2025 | TruWealth Advisors LLC | 214,158 | $4.31M | 0.3% | -44.7% | 1.058% | |
4/10/2025 | Amplius Wealth Advisors LLC | 96,865 | $1.95M | 0.2% | -84.9% | 0.478% | |
4/2/2025 | Global Wealth Strategies & Associates | 133,410 | $2.69M | 0.8% | +28.3% | 0.659% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 188,743 | $3.83M | 0.0% | +39.2% | 0.932% | |
2/26/2025 | LM Advisors LLC | 40,725 | $827K | 0.1% | +2.1% | 0.199% | |
2/24/2025 | Liberty Square Wealth Partners LLC | 20,534 | $418K | 0.2% | N/A | 0.100% | |
2/17/2025 | Focus Partners Wealth | 60,039 | $1.22M | 0.0% | +91.2% | 0.305% | |
2/17/2025 | Cetera Investment Advisers | 77,468 | $1.57M | 0.0% | -15.0% | 0.393% | |
2/17/2025 | Citadel Advisors LLC | 79,742 | $1.62M | 0.0% | N/A | 0.405% | |
2/17/2025 | Baker Avenue Asset Management LP | 123,002 | $2.50M | 0.1% | +4.5% | 0.624% | |
2/17/2025 | Bank of America Corp DE | 365,516 | $7.42M | 0.0% | +17.5% | 1.855% | |
2/17/2025 | Ameriprise Financial Inc. | 2,457,889 | $49.94M | 0.0% | -6.3% | 12.477% | |
2/14/2025 | Jane Street Group LLC | 42,285 | $859K | 0.0% | +59.1% | 0.215% | |
2/14/2025 | Comerica Bank | 26,349 | $535K | 0.0% | -42.6% | 0.134% | |
2/14/2025 | Integrated Wealth Concepts LLC | 12,627 | $256K | 0.0% | N/A | 0.064% | |
2/14/2025 | Frederick Financial Consultants LLC | 125,399 | $2.55M | 2.0% | N/A | 0.637% | |
2/13/2025 | NewEdge Advisors LLC | 32,740 | $665K | 0.0% | -2.6% | 0.166% | |
2/13/2025 | Integrity Wealth Advisors Inc. | 16,691 | $339K | 0.2% | N/A | 0.085% | |
2/13/2025 | Rockefeller Capital Management L.P. | 18,175 | $369K | 0.0% | N/A | 0.092% | |
2/13/2025 | Raymond James Financial Inc. | 320,099 | $6.50M | 0.0% | N/A | 1.625% | |
2/13/2025 | Advisory Services Network LLC | 18,737 | $381K | 0.0% | N/A | 0.095% | |
2/13/2025 | Envestnet Asset Management Inc. | 63,959 | $1.30M | 0.0% | +9.6% | 0.325% | |
2/13/2025 | Wells Fargo & Company MN | 1,679,880 | $34.12M | 0.0% | -1.8% | 8.527% | |
2/12/2025 | World Investment Advisors | 30,444 | $618K | 0.0% | +93.4% | 0.155% | |
2/12/2025 | OneAscent Financial Services LLC | 27,845 | $566K | 0.0% | N/A | 0.141% | |
2/12/2025 | OLD Mission Capital LLC | 25,663 | $521K | 0.0% | N/A | 0.130% | |
2/12/2025 | Joseph Group Capital Management | 5,899 | $120K | 0.0% | +148.5% | 0.030% | |
2/12/2025 | Vertex Planning Partners LLC | 12,079 | $245K | 0.1% | +11.7% | 0.061% | |
2/12/2025 | LM Advisors LLC | 40,725 | $827K | 0.1% | +2.1% | 0.207% | |
2/12/2025 | JPMorgan Chase & Co. | 255,267 | $5.18M | 0.0% | +36.9% | 1.296% | |
2/11/2025 | LPL Financial LLC | 1,393,378 | $28.30M | 0.0% | +10.2% | 7.073% | |
2/11/2025 | Condor Capital Management | 55,921 | $1.14M | 0.1% | +8.1% | 0.284% | |
2/10/2025 | Arbor Capital Management Inc. ADV | 70,008 | $1.43M | 1.4% | -2.6% | 0.355% | |
2/10/2025 | Natixis Advisors LLC | 41,837 | $850K | 0.0% | +16.9% | 0.212% | |
2/10/2025 | Commonwealth Equity Services LLC | 407,266 | $8.27M | 0.0% | +3.8% | 2.067% | |
2/7/2025 | Paragon Private Wealth Management LLC | 52,031 | $1.06M | 0.5% | +6.5% | 0.264% | |
2/7/2025 | New Insight Wealth Advisors | 10,580 | $215K | 0.1% | -55.5% | 0.054% | |
2/7/2025 | Haven Private LLC | 686,919 | $13.95M | 7.8% | N/A | 3.487% | |
2/6/2025 | Raymond James Financial Inc. | 320,099 | $6.50M | 0.0% | N/A | 1.625% | |
2/5/2025 | BlueStem Wealth Partners LLC | 218,307 | $4.43M | 0.6% | N/A | 1.108% | |
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2/5/2025 | Private Trust Co. NA | 28,116 | $571K | 0.1% | +82.5% | 0.143% | |
2/4/2025 | Pine Valley Investments Ltd Liability Co | 11,675 | $237K | 0.0% | -33.3% | 0.059% | |
2/3/2025 | Lakeside Advisors INC. | 33,964 | $690K | 0.5% | -8.1% | 0.172% | |
1/31/2025 | Truist Financial Corp | 16,123 | $327K | 0.0% | N/A | 0.082% | |
1/31/2025 | Pure Portfolios Holdings LLC | 11,772 | $239K | 0.1% | -15.4% | 0.060% | |
1/27/2025 | Moneywise Inc. | 129,408 | $2.63M | 1.3% | -35.4% | 0.657% | |
1/24/2025 | CENTRAL TRUST Co | 119,098 | $2.42M | 0.1% | +127.3% | 0.605% | |
1/21/2025 | Geneos Wealth Management Inc. | 3,750 | $76K | 0.0% | +15.4% | 0.019% | |
1/21/2025 | Cornerstone Wealth Management LLC | 46,675 | $948K | 0.1% | +12.1% | 0.237% | |
1/17/2025 | Janney Montgomery Scott LLC | 37,688 | $765K | 0.0% | -11.2% | 0.191% | |