3/17/2025 | Wealth Enhancement Advisory Services LLC | 38,328 | $1.06M | 0.0% | -5.7% | 0.076% | |
3/10/2025 | Mattson Financial Services LLC | 3,572 | $106K | 0.0% | -22.0% | 0.007% | |
3/5/2025 | Copley Financial Group Inc. | 86,533 | $2.39M | 1.8% | +21.7% | 0.173% | |
3/4/2025 | Comprehensive Money Management Services LLC | 18,981 | $523K | 0.4% | N/A | 0.038% | |
2/19/2025 | WCG Wealth Advisors LLC | 15,066 | $415K | 0.0% | +17.3% | 0.032% | |
2/18/2025 | Sunbelt Securities Inc. | 1,350 | $37K | 0.0% | N/A | 0.003% | |
2/18/2025 | Pettinga Financial Advisors LLC | 135,860 | $3.75M | 0.8% | -2.1% | 0.290% | |
2/17/2025 | Focus Partners Wealth | 21,597 | $595K | 0.0% | -26.5% | 0.046% | |
2/17/2025 | CoreCap Advisors LLC | 2,223 | $61K | 0.0% | -32.3% | 0.005% | |
2/17/2025 | Cetera Investment Advisers | 172,943 | $4.77M | 0.0% | +11.6% | 0.370% | |
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2/17/2025 | Blue Capital Inc. | 42,009 | $1.16M | 0.8% | N/A | 0.090% | |
2/17/2025 | Captrust Financial Advisors | 11,231 | $310K | 0.0% | +31.0% | 0.024% | |
2/17/2025 | Baird Financial Group Inc. | 29,496 | $813K | 0.0% | +1.7% | 0.063% | |
2/17/2025 | Bank of America Corp DE | 858,806 | $23.68M | 0.0% | +57.9% | 1.835% | |
2/17/2025 | Benjamin Edwards Inc. | 298,596 | $8.23M | 0.1% | -3.7% | 0.638% | |
2/17/2025 | BNP Paribas Financial Markets | 2,637 | $73K | 0.0% | N/A | 0.006% | |
2/17/2025 | Ameriprise Financial Inc. | 86,057 | $2.37M | 0.0% | +5.9% | 0.184% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 9,975 | $275K | 0.0% | N/A | 0.021% | |
2/14/2025 | Dauntless Investment Group LLC | 4,338 | $120K | 0.1% | N/A | 0.009% | |
2/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 370,000 | $9.77M | 0.1% | -6.6% | 0.791% | |
2/14/2025 | Stifel Financial Corp | 268,229 | $7.40M | 0.0% | -2.5% | 0.573% | |
2/14/2025 | OneDigital Investment Advisors LLC | 30,136 | $831K | 0.0% | N/A | 0.064% | |
2/13/2025 | NewEdge Advisors LLC | 102,101 | $2.82M | 0.0% | +2.9% | 0.218% | |
2/13/2025 | Walleye Capital LLC | 31,194 | $860K | 0.0% | -5.3% | 0.067% | |
2/13/2025 | CreativeOne Wealth LLC | 10,338 | $285K | 0.0% | +18.2% | 0.022% | |
2/13/2025 | Mariner LLC | 17,599 | $485K | 0.0% | +85.0% | 0.038% | |
2/13/2025 | Synovus Financial Corp | 23,742 | $655K | 0.0% | -9.1% | 0.051% | |
2/13/2025 | Seeds Investor LLC | 14,225 | $392K | 0.1% | N/A | 0.030% | |
2/13/2025 | Rockefeller Capital Management L.P. | 55,222 | $1.52M | 0.0% | +14.8% | 0.118% | |
2/13/2025 | Raymond James Financial Inc. | 251,598 | $6.94M | 0.0% | N/A | 0.538% | |
2/13/2025 | Texas Yale Capital Corp. | 9,630 | $265K | 0.0% | +42.7% | 0.021% | |
2/13/2025 | Advisory Services Network LLC | 30,633 | $845K | 0.0% | N/A | 0.065% | |
2/13/2025 | Renaissance Technologies LLC | 98,200 | $2.71M | 0.0% | +163.3% | 0.210% | |
2/13/2025 | Envestnet Asset Management Inc. | 136,700 | $3.77M | 0.0% | +16.2% | 0.292% | |
2/13/2025 | Wells Fargo & Company MN | 603,840 | $16.65M | 0.0% | +36.0% | 1.290% | |
2/12/2025 | World Investment Advisors | 257,382 | $7.10M | 0.2% | +18.1% | 0.550% | |
2/12/2025 | Transamerica Financial Advisors Inc. | 20,103 | $555K | 0.1% | +3.0% | 0.043% | |
2/12/2025 | JPMorgan Chase & Co. | 241,215 | $6.65M | 0.0% | +33.8% | 0.515% | |
2/11/2025 | CoreFirst Bank & Trust | 1,400 | $39K | 0.0% | N/A | 0.003% | |
2/11/2025 | LPL Financial LLC | 903,961 | $24.92M | 0.0% | +30.1% | 1.932% | |
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2/11/2025 | Kiker Wealth Management LLC | 16,291 | $449K | 0.4% | N/A | 0.035% | |
2/11/2025 | HUB Investment Partners LLC | 7,820 | $216K | 0.0% | N/A | 0.017% | |
2/11/2025 | OLD Point Trust & Financial Services N A | 3,500 | $96K | 0.0% | N/A | 0.007% | |
2/10/2025 | Harbour Investments Inc. | 9,642 | $266K | 0.0% | +18.1% | 0.021% | |
2/10/2025 | CBIZ Investment Advisory Services LLC | 990 | $27K | 0.0% | N/A | 0.002% | |
2/10/2025 | Commonwealth Equity Services LLC | 229,186 | $6.32M | 0.0% | +10.4% | 0.490% | |
2/10/2025 | Avantax Advisory Services Inc. | 39,677 | $1.09M | 0.0% | +75.0% | 0.085% | |
2/10/2025 | Farther Finance Advisors LLC | 9,154 | $252K | 0.0% | +31.0% | 0.020% | |
2/7/2025 | HighTower Advisors LLC | 574,662 | $15.84M | 0.0% | -0.5% | 1.228% | |
2/7/2025 | Inspire Advisors LLC | 43,206 | $1.19M | 0.1% | -3.5% | 0.092% | |
2/7/2025 | Global View Capital Management LLC | 33,085 | $934K | 0.3% | N/A | 0.071% | |
2/7/2025 | Independent Advisor Alliance | 7,788 | $215K | 0.0% | N/A | 0.017% | |
2/7/2025 | Sowell Financial Services LLC | 80,130 | $2.21M | 0.1% | -52.1% | 0.171% | |
2/7/2025 | AMG National Trust Bank | 485,523 | $13.44M | 0.4% | +13.7% | 1.037% | |
2/6/2025 | Raymond James Financial Inc. | 251,598 | $6.94M | 0.0% | N/A | 0.538% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 1,006 | $28K | 0.0% | +138.4% | 0.002% | |
2/6/2025 | Silver Coast Investments LLC | 110,209 | $3.04M | 1.1% | +1.2% | 0.235% | |
2/6/2025 | Jones Financial Companies Lllp | 56,660 | $1.56M | 0.0% | +24.5% | 0.121% | |
2/5/2025 | SRS Capital Advisors Inc. | 10,419 | $287K | 0.0% | +1,907.5% | 0.022% | |
2/5/2025 | Fielder Capital Group LLC | 178,689 | $4.93M | 1.5% | -1.2% | 0.382% | |
2/5/2025 | WT Wealth Management | 47,783 | $1.32M | 0.4% | +108.5% | 0.102% | |
2/5/2025 | New York Life Investment Management LLC | 8,649 | $238K | 0.0% | N/A | 0.018% | |
2/4/2025 | Sprott Inc. | 14,763 | $407K | 0.0% | +20.0% | 0.032% | |
2/4/2025 | Acorn Wealth Advisors LLC | 29,142 | $803K | 0.3% | +9.2% | 0.062% | |
2/3/2025 | Concurrent Investment Advisors LLC | 47,934 | $1.32M | 0.0% | -3.5% | 0.102% | |
1/31/2025 | Atria Wealth Solutions Inc. | 15,918 | $439K | 0.0% | -39.3% | 0.034% | |
1/31/2025 | Systelligence LLC | 309,471 | $8.53M | 2.1% | +3.4% | 0.661% | |
1/31/2025 | Anson Capital Inc. | 8,495 | $234K | 0.2% | -6.9% | 0.018% | |
1/30/2025 | Strategic Financial Concepts LLC | 7,553 | $208K | 0.0% | N/A | 0.016% | |
1/30/2025 | WASHINGTON TRUST Co | 8,095 | $223K | 0.0% | -28.9% | 0.017% | |
1/30/2025 | Blue Trust Inc. | 11,180 | $308K | 0.0% | +16.9% | 0.024% | |
1/30/2025 | Vicus Capital | 10,688 | $295K | 0.0% | +5.9% | 0.023% | |
1/29/2025 | Capital Wealth Alliance LLC | 7,457 | $206K | 0.1% | +6.4% | 0.016% | |
1/29/2025 | Focus Financial Network Inc. | 11,563 | $319K | 0.0% | +9.5% | 0.025% | |
1/29/2025 | Bristlecone Advisors LLC | 16,088 | $444K | 0.0% | -19.0% | 0.034% | |
1/28/2025 | Kestra Private Wealth Services LLC | 47,529 | $1.31M | 0.0% | -0.7% | 0.102% | |
1/28/2025 | Robinson Value Management Ltd. | 45,612 | $1.26M | 0.8% | +3.3% | 0.097% | |
1/28/2025 | Richard C. Young & CO. LTD. | 68,724 | $1.90M | 0.2% | -2.7% | 0.147% | |
1/28/2025 | Kingsview Wealth Management LLC | 11,298 | $311K | 0.0% | +4.7% | 0.024% | |
1/28/2025 | Capital Management Associates Inc | 352,618 | $9.72M | 3.6% | +3.5% | 0.753% | |
1/28/2025 | SMART Wealth LLC | 71,829 | $1.98M | 0.7% | N/A | 0.153% | |
1/28/2025 | Strategic Financial Concepts LLC | 7,553 | $208K | 0.0% | N/A | 0.016% | |
1/28/2025 | Leo Wealth LLC | 38,307 | $1.06M | 0.1% | +6.2% | 0.082% | |
1/27/2025 | Consolidated Portfolio Review Corp | 10,286 | $284K | 0.0% | N/A | 0.022% | |
1/27/2025 | Bleakley Financial Group LLC | 7,727 | $213K | 0.0% | N/A | 0.017% | |
1/27/2025 | Choreo LLC | 13,780 | $380K | 0.0% | -4.6% | 0.029% | |
1/27/2025 | Stratos Wealth Partners LTD. | 17,439 | $481K | 0.0% | +26.1% | 0.037% | |
1/27/2025 | Mather Group LLC. | 6,516 | $180K | 0.0% | N/A | 0.014% | |
1/24/2025 | Paul R. Ried Financial Group LLC | 37,190 | $1.03M | 0.7% | N/A | 0.079% | |
1/24/2025 | China Universal Asset Management Co. Ltd. | 3,000 | $83K | 0.0% | -96.0% | 0.006% | |
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1/23/2025 | Custom Index Systems LLC | 9,350 | $258K | 0.1% | N/A | 0.020% | |
1/22/2025 | Denver Wealth Management Inc. | 18,315 | $505K | 0.2% | +21.6% | 0.039% | |
1/22/2025 | Foundations Investment Advisors LLC | 74,226 | $2.05M | 0.0% | +16.5% | 0.159% | |
1/22/2025 | Blue Trust Inc. | 9,979 | $297K | 0.0% | +4.3% | 0.021% | |
1/21/2025 | Gradient Investments LLC | 254,885 | $7.03M | 0.1% | +47.4% | 0.545% | |
1/17/2025 | Apeiron RIA LLC | 62,979 | $1.74M | 0.5% | +4.4% | 0.135% | |
1/17/2025 | Avior Wealth Management LLC | 132,694 | $3.66M | 0.1% | +5.4% | 0.284% | |
1/17/2025 | Transform Wealth LLC | 29,768 | $821K | 0.0% | N/A | 0.064% | |
1/16/2025 | Global Wealth Management LLC | 26,053 | $718K | 0.5% | N/A | 0.056% | |
1/15/2025 | Merit Financial Group LLC | 113,534 | $3.13M | 0.1% | +13.1% | 0.243% | |