8/1/2025 | Envestnet Asset Management Inc. | 23,735 | $1.35M | 0.0% | +108.6% | 0.390% | |
7/28/2025 | Harbour Investments Inc. | 1,178 | $67K | 0.0% | -33.7% | 0.019% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,265 | $72K | 0.0% | N/A | 0.021% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 1,600 | $91K | 0.0% | N/A | 0.026% | |
7/17/2025 | Western Financial Corp CA | 6,018 | $342K | 0.2% | -17.1% | 0.099% | |
7/15/2025 | Kwmg LLC | 37,841 | $2.15M | 0.2% | -1.2% | 0.625% | |
5/16/2025 | Goldman Sachs Group Inc. | 185,696 | $9.03M | 0.0% | +493.7% | 3.121% | |
5/16/2025 | Jones Financial Companies Lllp | 9,172 | $446K | 0.0% | +83.3% | 0.144% | |
5/16/2025 | NewEdge Advisors LLC | 780 | $38K | 0.0% | -25.5% | 0.012% | |
5/16/2025 | Integrated Wealth Concepts LLC | 31,266 | $1.52M | 0.0% | -11.2% | 0.492% | |
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5/15/2025 | Royal Bank of Canada | 81,098 | $3.95M | 0.0% | +301.1% | 1.275% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 10,672 | $519K | 0.0% | -12.0% | 0.168% | |
5/14/2025 | Summit Financial LLC | 16,851 | $820K | 0.0% | N/A | 0.265% | |
5/13/2025 | Raymond James Financial Inc. | 211,866 | $10.31M | 0.0% | +741.1% | 3.331% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 4,234 | $206K | 0.0% | -10.1% | 0.067% | |
5/13/2025 | Prudential PLC | 176,500 | $8.59M | 0.0% | -16.3% | 2.666% | |
5/13/2025 | HighTower Advisors LLC | 569,642 | $27.71M | 0.0% | +4,234.8% | 8.605% | |
5/7/2025 | LPL Financial LLC | 200,095 | $9.74M | 0.0% | +54.5% | 3.023% | |
5/6/2025 | Cetera Investment Advisers | 8,670 | $422K | 0.0% | -25.5% | 0.131% | |
5/5/2025 | Private Advisor Group LLC | 9,482 | $461K | 0.0% | N/A | 0.143% | |
5/2/2025 | Kingsview Wealth Management LLC | 226,163 | $11.00M | 0.2% | +2.7% | 3.416% | |
5/1/2025 | CWM LLC | 3,004 | $146K | 0.0% | -15.8% | 0.045% | |
4/29/2025 | Envestnet Asset Management Inc. | 11,378 | $554K | 0.0% | +185.1% | 0.172% | |
4/23/2025 | Western Financial Corp CA | 7,255 | $353K | 0.2% | N/A | 0.110% | |
4/23/2025 | Golden State Wealth Management LLC | 1,000 | $49K | 0.0% | +100.0% | 0.015% | |
4/23/2025 | Bluesphere Advisors LLC | 6,246 | $304K | 0.2% | -25.4% | 0.094% | |
4/22/2025 | Flagship Harbor Advisors LLC | 8,106 | $394K | 0.0% | -3.4% | 0.122% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 20,486 | $997K | 0.0% | +105.3% | 0.309% | |
4/22/2025 | MinichMacGregor Wealth Management LLC | 7,158 | $348K | 0.1% | N/A | 0.108% | |
4/22/2025 | Nilsine Partners LLC | 26,587 | $1.29M | 0.1% | N/A | 0.402% | |
4/15/2025 | Ironwood Wealth Management LLC. | 15,131 | $736K | 0.2% | -1.8% | 0.229% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 8,945 | $435K | 0.0% | N/A | 0.141% | |
4/9/2025 | Kwmg LLC | 38,293 | $1.86M | 0.2% | +0.9% | 0.605% | |
3/11/2025 | Lighthouse Financial LLC | 5,700 | $298K | 0.2% | N/A | 0.110% | |
2/27/2025 | Bernard Wealth Management Corp. | 750 | $39K | 0.0% | N/A | 0.014% | |
2/17/2025 | Quantinno Capital Management LP | 7,225 | $377K | 0.0% | N/A | 0.116% | |
2/17/2025 | Millennium Management LLC | 42,723 | $2.23M | 0.0% | +2.0% | 0.686% | |
2/17/2025 | Cetera Investment Advisers | 11,640 | $608K | 0.0% | -7.7% | 0.187% | |
2/17/2025 | Bank of America Corp DE | 198,252 | $10.35M | 0.0% | +4.1% | 3.182% | |
2/17/2025 | BNP Paribas Financial Markets | 50,193 | $2.62M | 0.0% | -49.9% | 0.806% | |
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2/17/2025 | Ameriprise Financial Inc. | 9,760 | $509K | 0.0% | -2.9% | 0.157% | |
2/14/2025 | Jane Street Group LLC | 4,995 | $261K | 0.0% | N/A | 0.080% | |
2/14/2025 | Integrated Wealth Concepts LLC | 35,193 | $1.84M | 0.0% | -5.8% | 0.565% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,529 | $80K | 0.0% | -87.9% | 0.025% | |
2/13/2025 | NewEdge Advisors LLC | 1,047 | $55K | 0.0% | -49.9% | 0.017% | |
2/13/2025 | Raymond James Financial Inc. | 25,189 | $1.32M | 0.0% | N/A | 0.404% | |
2/13/2025 | Bernard Wealth Management Corp. | 750 | $39K | 0.0% | N/A | 0.012% | |
2/13/2025 | Envestnet Asset Management Inc. | 3,991 | $208K | 0.0% | N/A | 0.064% | |
2/13/2025 | Wells Fargo & Company MN | 111,970 | $5.85M | 0.0% | +0.3% | 1.797% | |
2/13/2025 | Prudential PLC | 210,850 | $11.01M | 0.1% | -3.4% | 3.384% | |
2/12/2025 | Physician Wealth Advisors Inc. | 1,966 | $103K | 0.0% | N/A | 0.032% | |
2/11/2025 | LPL Financial LLC | 129,470 | $6.76M | 0.0% | +27.1% | 2.078% | |
2/10/2025 | Commonwealth Equity Services LLC | 28,126 | $1.47M | 0.0% | -13.0% | 0.451% | |
2/7/2025 | Wealthfront Advisers LLC | 123,225 | $7.08M | 0.0% | N/A | 1.978% | |
2/7/2025 | PNC Financial Services Group Inc. | 700 | $37K | 0.0% | -61.6% | 0.011% | |
2/6/2025 | Raymond James Financial Inc. | 25,189 | $1.32M | 0.0% | N/A | 0.404% | |
2/6/2025 | Financial Services Advisory Inc | 16,763 | $875K | 0.2% | N/A | 0.269% | |
2/6/2025 | Jones Financial Companies Lllp | 5,005 | $261K | 0.0% | +34.5% | 0.080% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 4,708 | $246K | 0.0% | -13.7% | 0.076% | |
1/30/2025 | Guardian Asset Advisors LLC | 4,614 | $241K | 0.2% | -6.0% | 0.074% | |
1/28/2025 | Advisors Preferred LLC | 2,598 | $136K | 0.0% | N/A | 0.042% | |
1/28/2025 | Kingsview Wealth Management LLC | 220,150 | $11.49M | 0.2% | N/A | 3.534% | |
1/28/2025 | Golden State Wealth Management LLC | 500 | $26K | 0.0% | N/A | 0.008% | |
1/21/2025 | Flagship Harbor Advisors LLC | 8,392 | $438K | 0.0% | -2.5% | 0.135% | |
1/16/2025 | Diversify Advisory Services LLC | 29,780 | $1.54M | 0.1% | -0.8% | 0.478% | |
1/13/2025 | Kwmg LLC | 37,939 | $1.98M | 0.2% | -1.7% | 0.609% | |
1/13/2025 | EWG Elevate Inc. | 30,861 | $1.61M | 0.5% | N/A | 0.495% | |
12/26/2024 | JPMorgan Chase & Co. | 135,083 | $6.44M | 0.0% | +92.7% | 2.168% | |
11/15/2024 | Integrated Wealth Concepts LLC | 37,345 | $1.78M | 0.0% | -7.6% | 0.599% | |
11/15/2024 | HighTower Advisors LLC | 13,241 | $633K | 0.0% | -1.6% | 0.213% | |
11/13/2024 | BNP Paribas Financial Markets | 100,193 | $4.78M | 0.0% | -33.3% | 1.608% | |
11/13/2024 | Private Trust Co. NA | 855 | $41K | 0.0% | -30.0% | 0.014% | |
10/25/2024 | Diversify Advisory Services LLC | 30,030 | $1.47M | 0.1% | +7.0% | 0.482% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 4,800 | $229K | 0.0% | N/A | 0.077% | |
10/21/2024 | Bluesphere Advisors LLC | 8,504 | $406K | 0.2% | -25.6% | 0.137% | |
10/16/2024 | Ironwood Financial llc | 15,587 | $743K | 0.2% | -1.9% | 0.250% | |
10/11/2024 | Creative Planning | 5,062 | $241K | 0.0% | -11.8% | 0.081% | |
10/9/2024 | Guardian Asset Advisors LLC | 4,906 | $234K | 0.2% | -11.1% | 0.079% | |
10/8/2024 | Ironwood Wealth Management LLC. | 15,882 | $721K | 0.2% | -1.3% | 0.255% | |
10/7/2024 | Kwmg LLC | 38,605 | $1.84M | 0.2% | +2.1% | 0.620% | |
8/16/2024 | Gateway Wealth Partners LLC | 5,571 | $253K | 0.1% | N/A | 0.089% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,881 | $176K | 0.0% | -34.2% | 0.062% | |
8/8/2024 | Wealthspire Advisors LLC | 5,618 | $255K | 0.0% | N/A | 0.090% | |
8/7/2024 | Prudential PLC | 250,750 | $11.33M | 0.1% | +3.6% | 4.025% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 2,249 | $102K | 0.0% | N/A | 0.036% | |
7/31/2024 | Commonwealth Equity Services LLC | 37,724 | $1.71M | 0.0% | -10.2% | 0.606% | |
7/30/2024 | International Assets Investment Management LLC | 1,358 | $62K | 0.0% | N/A | 0.022% | |
7/12/2024 | Diversify Advisory Services LLC | 28,054 | $1.26M | 0.1% | +7.7% | 0.450% | |
7/12/2024 | Kwmg LLC | 37,822 | $1.72M | 0.2% | +1.7% | 0.607% | |
5/24/2024 | Cetera Advisors LLC | 6,836 | $316K | 0.0% | N/A | 0.110% | |
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5/10/2024 | Cumberland Partners Ltd | 9,805 | $453K | 0.0% | -3.4% | 0.157% | |
5/9/2024 | Kingsview Wealth Management LLC | 140,892 | $6.51M | 0.2% | +421.4% | 2.262% | |
5/8/2024 | Edmond DE Rothschild Holding S.A. | 33,403 | $1.54M | 0.0% | +1.0% | 0.536% | |
5/8/2024 | Advisors Preferred LLC | 3,799 | $175K | 0.0% | +127.8% | 0.061% | |
5/7/2024 | Guardian Asset Advisors LLC | 5,647 | $261K | 0.2% | +11.3% | 0.091% | |
5/1/2024 | BNP Paribas Financial Markets | 150,193 | $6.94M | 0.0% | +200.0% | 2.376% | |
5/1/2024 | Diversify Advisory Services LLC | 26,047 | $1.20M | 0.1% | N/A | 0.412% | |
5/1/2024 | Private Advisor Group LLC | 7,706 | $356K | 0.0% | -14.0% | 0.122% | |
4/29/2024 | Commonwealth Equity Services LLC | 41,998 | $1.94M | 0.0% | -11.5% | 0.665% | |
4/23/2024 | Bluesphere Advisors LLC | 12,511 | $578K | 0.3% | -5.8% | 0.198% | |