2/17/2025 | Waverly Advisors LLC | 13,580 | $893K | 0.0% | +17.3% | 0.309% | |
2/17/2025 | Studio Investment Management LLC | 35,879 | $2.36M | 0.5% | +34.3% | 0.815% | |
2/17/2025 | Main Street Group LTD | 452 | $30K | 0.0% | -28.3% | 0.010% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 12,946 | $851K | 0.0% | N/A | 0.294% | |
2/17/2025 | Baird Financial Group Inc. | 17,642 | $1.16M | 0.0% | -32.6% | 0.401% | |
2/17/2025 | Bank of America Corp DE | 63,944 | $4.20M | 0.0% | +2.5% | 1.453% | |
2/17/2025 | Ameriprise Financial Inc. | 31,379 | $2.06M | 0.0% | +31.1% | 0.713% | |
2/14/2025 | Jane Street Group LLC | 6,517 | $428K | 0.0% | N/A | 0.148% | |
2/14/2025 | Comerica Bank | 1,113 | $73K | 0.0% | -47.3% | 0.025% | |
2/14/2025 | Lido Advisors LLC | 6,536 | $430K | 0.0% | +15.3% | 0.149% | |
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2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 24,879 | $1.64M | 1.1% | N/A | 0.565% | |
2/14/2025 | Stifel Financial Corp | 20,860 | $1.37M | 0.0% | -8.2% | 0.474% | |
2/14/2025 | Tower Research Capital LLC TRC | 2,639 | $173K | 0.0% | N/A | 0.060% | |
2/13/2025 | NewEdge Advisors LLC | 49,607 | $3.26M | 0.0% | +15.6% | 1.127% | |
2/13/2025 | Anchor Investment Management LLC | 713 | $47K | 0.0% | +26.9% | 0.016% | |
2/13/2025 | Scotia Capital Inc. | 7,719 | $507K | 0.0% | -20.4% | 0.175% | |
2/13/2025 | Raymond James Financial Inc. | 106,507 | $7.00M | 0.0% | N/A | 2.421% | |
2/13/2025 | Advisory Services Network LLC | 75,572 | $4.97M | 0.1% | +73.8% | 1.718% | |
2/13/2025 | Envestnet Asset Management Inc. | 22,603 | $1.49M | 0.0% | +14.8% | 0.514% | |
2/13/2025 | Wells Fargo & Company MN | 26,046 | $1.71M | 0.0% | -6.7% | 0.592% | |
2/12/2025 | Uniting Wealth Partners LLC | 134,495 | $8.84M | 4.3% | N/A | 3.057% | |
2/12/2025 | National Bank of Canada FI | 661 | $43K | 0.0% | -32.7% | 0.015% | |
2/12/2025 | Sanctuary Wealth Management L.L.C. | 2,739 | $180K | 0.1% | -9.1% | 0.062% | |
2/12/2025 | Ausdal Financial Partners Inc. | 4,679 | $308K | 0.0% | -59.3% | 0.106% | |
2/11/2025 | LPL Financial LLC | 380,543 | $25.01M | 0.0% | +4.3% | 8.649% | |
2/10/2025 | Montis Financial LLC | 7,296 | $480K | 0.1% | N/A | 0.166% | |
2/10/2025 | Commonwealth Equity Services LLC | 18,774 | $1.23M | 0.0% | +5.3% | 0.427% | |
2/10/2025 | Avantax Advisory Services Inc. | 8,361 | $550K | 0.0% | -7.7% | 0.190% | |
2/10/2025 | Farther Finance Advisors LLC | 852 | $56K | 0.0% | +42.0% | 0.019% | |
2/7/2025 | HighTower Advisors LLC | 5,411 | $356K | 0.0% | -4.9% | 0.123% | |
2/7/2025 | Larson Financial Group LLC | 518 | $34K | 0.0% | +78.6% | 0.012% | |
2/6/2025 | Raymond James Financial Inc. | 106,507 | $7.00M | 0.0% | N/A | 2.421% | |
2/6/2025 | Jones Financial Companies Lllp | 3,594 | $236K | 0.0% | +126.2% | 0.082% | |
2/3/2025 | Sigma Planning Corp | 3,303 | $217K | 0.0% | -23.3% | 0.075% | |
2/3/2025 | Pacific Sun Financial Corp | 12,782 | $840K | 0.5% | -1.3% | 0.291% | |
2/3/2025 | Private Advisor Group LLC | 14,797 | $973K | 0.0% | -6.6% | 0.336% | |
1/31/2025 | Global Retirement Partners LLC | 5,622 | $370K | 0.0% | +11,612.5% | 0.128% | |
1/31/2025 | Atria Wealth Solutions Inc. | 188,559 | $12.39M | 0.1% | +0.7% | 4.285% | |
1/31/2025 | Truist Financial Corp | 3,506 | $230K | 0.0% | N/A | 0.080% | |
1/30/2025 | Principal Securities Inc. | 993 | $65K | 0.0% | +257.2% | 0.023% | |
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1/27/2025 | Jackson Wealth Management LLC | 32,463 | $2.13M | 0.2% | +1.8% | 0.738% | |
1/22/2025 | Denver Wealth Management Inc. | 14,210 | $934K | 0.4% | +6.4% | 0.323% | |
1/21/2025 | Geneos Wealth Management Inc. | 17,750 | $1.17M | 0.0% | +7.1% | 0.403% | |
1/21/2025 | MFA Wealth Services | 21,414 | $1.41M | 1.1% | N/A | 0.487% | |
1/17/2025 | Advisory Alpha LLC | 9,470 | $622K | 0.0% | +7.9% | 0.215% | |
1/17/2025 | Dakota Wealth Management | 80,001 | $5.26M | 0.1% | -4.5% | 1.818% | |
1/16/2025 | Liberty One Investment Management LLC | 39,593 | $2.60M | 0.3% | +0.5% | 0.900% | |
1/14/2025 | SignalPoint Asset Management LLC | 19,364 | $1.27M | 0.3% | -3.4% | 0.440% | |
1/13/2025 | Friedenthal Financial | 39,912 | $2.62M | 1.5% | -0.5% | 0.907% | |
11/15/2024 | Stifel Financial Corp | 22,734 | $1.56M | 0.0% | +20.2% | 0.517% | |
11/15/2024 | HighTower Advisors LLC | 5,687 | $389K | 0.0% | +9.4% | 0.129% | |
11/13/2024 | Freedom Investment Management Inc. | 3,302 | $227K | 0.0% | -6.7% | 0.075% | |
11/13/2024 | FMR LLC | 781 | $54K | 0.0% | -42.1% | 0.018% | |
11/12/2024 | WESPAC Advisors LLC | 6,826 | $469K | 0.3% | +25.7% | 0.155% | |
11/12/2024 | Studio Investment Management LLC | 26,716 | $1.84M | 0.4% | +18.1% | 0.607% | |
11/7/2024 | Planning Directions Inc. | 2,989 | $205K | 0.1% | N/A | 0.068% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 10,102 | $694K | 0.0% | -3.1% | 0.230% | |
10/31/2024 | Financial Services Advisory Inc | 23,615 | $1.62M | 0.4% | N/A | 0.537% | |
10/29/2024 | Farther Finance Advisors LLC | 600 | $41K | 0.0% | N/A | 0.014% | |
10/28/2024 | Focus Financial Network Inc. | 3,088 | $212K | 0.0% | -7.8% | 0.070% | |
10/25/2024 | Financial Advocates Investment Management | 3,454 | $237K | 0.0% | N/A | 0.079% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 98,614 | $6.78M | 0.0% | N/A | 2.241% | |
10/23/2024 | Dakota Wealth Management | 83,788 | $5.76M | 0.1% | -1.9% | 1.904% | |
10/23/2024 | Walker Asset Management LLC | 6,396 | $439K | 0.3% | -7.1% | 0.145% | |
10/23/2024 | Jackson Wealth Management LLC | 31,895 | $2.19M | 0.3% | +98.0% | 0.725% | |
10/22/2024 | Private Advisor Group LLC | 15,848 | $1.09M | 0.0% | -11.9% | 0.360% | |
10/18/2024 | Friedenthal Financial | 40,104 | $2.76M | 1.6% | +1.7% | 0.911% | |
10/9/2024 | Pacific Sun Financial Corp | 12,952 | $890K | 0.5% | -8.1% | 0.294% | |
10/9/2024 | Moisand Fitzgerald Tamayo LLC | 600 | $41K | 0.0% | N/A | 0.014% | |
10/8/2024 | WealthCare Investment Partners LLC | 44,908 | $3.04M | 1.3% | -9.4% | 1.021% | |
10/7/2024 | SignalPoint Asset Management LLC | 20,036 | $1.37M | 0.3% | -1.2% | 0.455% | |
8/22/2024 | Cetera Investment Advisers | 21,255 | $1.23M | 0.0% | -10.4% | 0.483% | |
8/21/2024 | Advisory Alpha LLC | 8,061 | $468K | 0.0% | -1.9% | 0.183% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 3,900 | $226K | 0.0% | -7.1% | 0.089% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,605 | $93K | 0.0% | -9.7% | 0.036% | |
8/14/2024 | Delos Wealth Advisors LLC | 5,296 | $307K | 0.3% | -13.5% | 0.120% | |
8/7/2024 | Studio Investment Management LLC | 22,629 | $1.31M | 0.3% | +7.8% | 0.514% | |
8/6/2024 | Ausdal Financial Partners Inc. | 11,996 | $696K | 0.1% | -10.7% | 0.273% | |
8/3/2024 | National Bank of Canada FI | 1,098 | $63K | 0.0% | -53.0% | 0.025% | |
8/2/2024 | Foundations Investment Advisors LLC | 13,062 | $758K | 0.0% | N/A | 0.297% | |
8/1/2024 | Flaharty Asset Management LLC | 27,721 | $1.61M | 0.2% | -3.6% | 0.630% | |
7/31/2024 | Commonwealth Equity Services LLC | 17,823 | $1.03M | 0.0% | +2.4% | 0.405% | |
7/30/2024 | WESPAC Advisors LLC | 5,429 | $315K | 0.2% | -32.3% | 0.123% | |
7/30/2024 | International Assets Investment Management LLC | 1,107 | $64K | 0.0% | N/A | 0.025% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 86,896 | $5.04M | 0.0% | +0.2% | 1.975% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 10,429 | $605K | 0.0% | N/A | 0.237% | |
7/25/2024 | RFP Financial Group LLC | 3,339 | $194K | 0.1% | +262.1% | 0.076% | |
7/22/2024 | Atria Wealth Solutions Inc. | 185,377 | $10.76M | 0.1% | +17.1% | 4.213% | |
7/22/2024 | Liberty One Investment Management LLC | 39,652 | $2.30M | 0.3% | -0.5% | 0.901% | |
7/22/2024 | Dakota Wealth Management | 85,374 | $4.96M | 0.1% | -7.3% | 1.940% | |
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7/20/2024 | Raymond James Financial Services Advisors Inc. | 231,032 | $13.41M | 0.0% | +156.4% | 5.251% | |
7/18/2024 | WealthCare Investment Partners LLC | 49,594 | $2.88M | 1.3% | -29.0% | 1.127% | |
7/16/2024 | Friedenthal Financial | 39,425 | $2.29M | 1.4% | -2.8% | 0.896% | |
7/12/2024 | Walker Asset Management LLC | 6,886 | $400K | 0.3% | -5.5% | 0.157% | |
7/1/2024 | Jackson Wealth Management LLC | 16,108 | $935K | 0.2% | -43.7% | 0.366% | |
6/11/2024 | Jackson Wealth Management LLC | 28,604 | $1.62M | 0.2% | +28.6% | 0.650% | |
5/24/2024 | Cetera Advisors LLC | 10,191 | $577K | 0.0% | N/A | 0.232% | |
5/17/2024 | Comerica Bank | 1,799 | $102K | 0.0% | -85.9% | 0.041% | |
5/17/2024 | Alethea Capital Management LLC | 11,396 | $645K | 0.5% | N/A | 0.259% | |
5/9/2024 | RFP Financial Group LLC | 922 | $52K | 0.0% | N/A | 0.021% | |