3/17/2025 | Wealth Enhancement Advisory Services LLC | 70,937 | $3.47M | 0.0% | -32.3% | 0.147% | |
3/10/2025 | Capstone Triton Financial Group LLC | 84,987 | $4.16M | 2.6% | -2.0% | 0.179% | |
3/4/2025 | Dogwood Wealth Management LLC | 516 | $25K | 0.0% | N/A | 0.001% | |
2/26/2025 | LifeWealth Investments LLC | 71,004 | $3.47M | 2.3% | N/A | 0.149% | |
2/24/2025 | Great Valley Advisor Group Inc. | 126,600 | $6.19M | 0.1% | +4.0% | 0.267% | |
2/19/2025 | Richmond Investment Services LLC | 194,223 | $9.50M | 5.3% | N/A | 0.413% | |
2/17/2025 | Waverly Advisors LLC | 160,051 | $7.83M | 0.1% | +9.0% | 0.341% | |
2/17/2025 | Sentinus LLC | 18,641 | $912K | 0.3% | -16.3% | 0.040% | |
2/17/2025 | Royal Bank of Canada | 583,143 | $28.52M | 0.0% | +41.7% | 1.241% | |
2/17/2025 | Redwood Financial Network Corp | 67,757 | $3.31M | 2.5% | -6.3% | 0.144% | |
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2/17/2025 | Focus Partners Wealth | 25,531 | $1.25M | 0.0% | +4.0% | 0.054% | |
2/17/2025 | Coastal Bridge Advisors LLC | 169,154 | $8.27M | 2.1% | -29.1% | 0.360% | |
2/17/2025 | Cetera Investment Advisers | 714,445 | $34.94M | 0.1% | +7.2% | 1.520% | |
2/17/2025 | Captrust Financial Advisors | 5,362 | $262K | 0.0% | -26.9% | 0.011% | |
2/17/2025 | Citadel Advisors LLC | 60,334 | $2.95M | 0.0% | -70.1% | 0.128% | |
2/17/2025 | Bank of America Corp DE | 3,501,385 | $171.25M | 0.0% | +3.4% | 7.450% | |
2/17/2025 | BNP Paribas Financial Markets | 14,289 | $699K | 0.0% | N/A | 0.030% | |
2/14/2025 | Blue Rock Wealth Management LLC | 128,462 | $6.28M | 6.6% | N/A | 0.273% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 34,176 | $1.67M | 0.0% | -42.7% | 0.073% | |
2/14/2025 | Jane Street Group LLC | 51,923 | $2.54M | 0.0% | +76.2% | 0.110% | |
2/14/2025 | Comerica Bank | 44,041 | $2.15M | 0.0% | +26.0% | 0.094% | |
2/14/2025 | Bridgewealth Advisory Group LLC | 18,163 | $891K | 0.3% | +223.8% | 0.039% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 5,850 | $286K | 0.2% | N/A | 0.012% | |
2/14/2025 | Stifel Financial Corp | 81,620 | $3.99M | 0.0% | -18.4% | 0.174% | |
2/14/2025 | OneDigital Investment Advisors LLC | 347,213 | $16.98M | 0.2% | -1.9% | 0.739% | |
2/14/2025 | Tower Research Capital LLC TRC | 19,936 | $975K | 0.0% | N/A | 0.042% | |
2/14/2025 | MML Investors Services LLC | 30,174 | $1.48M | 0.0% | +147.5% | 0.064% | |
2/14/2025 | GeoWealth Management LLC | 153,435 | $7.50M | 0.2% | +17,256.9% | 0.326% | |
2/13/2025 | NewEdge Advisors LLC | 17,783 | $870K | 0.0% | +82.3% | 0.038% | |
2/13/2025 | Mariner LLC | 35,793 | $1.75M | 0.0% | +11.1% | 0.076% | |
2/13/2025 | Family Office Research LLC | 11,565 | $566K | 0.2% | N/A | 0.025% | |
2/13/2025 | Raymond James Financial Inc. | 962,982 | $47.10M | 0.0% | N/A | 2.049% | |
2/13/2025 | Renaissance Technologies LLC | 870,900 | $42.60M | 0.1% | -1.6% | 1.853% | |
2/13/2025 | Envestnet Asset Management Inc. | 69,752 | $3.41M | 0.0% | -4.1% | 0.148% | |
2/13/2025 | Wells Fargo & Company MN | 1,677,910 | $82.07M | 0.0% | -5.7% | 3.570% | |
2/12/2025 | BlueChip Wealth Advisors LLC | 6,061 | $296K | 0.2% | -71.2% | 0.013% | |
2/12/2025 | Orion Portfolio Solutions LLC | 39,802 | $1.95M | 0.0% | +0.6% | 0.085% | |
2/12/2025 | JPMorgan Chase & Co. | 36,676 | $1.79M | 0.0% | -36.3% | 0.078% | |
2/12/2025 | Mendel Money Management | 4,339 | $212K | 0.1% | N/A | 0.009% | |
2/11/2025 | Modern Wealth Management LLC | 36,798 | $1.81M | 0.1% | +0.8% | 0.078% | |
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2/11/2025 | LPL Financial LLC | 2,230,660 | $109.10M | 0.0% | +25.0% | 4.746% | |
2/11/2025 | Sykon Capital LLC | 9,800 | $479K | 0.2% | N/A | 0.021% | |
2/11/2025 | Millstone Evans Group LLC | 1,391 | $68K | 0.0% | N/A | 0.003% | |
2/10/2025 | Leelyn Smith LLC | 641,950 | $31.40M | 5.6% | +10.2% | 1.366% | |
2/10/2025 | GWN Securities Inc. | 17,073 | $835K | 0.2% | N/A | 0.036% | |
2/10/2025 | Altus Wealth Group LLC | 9,183 | $449K | 0.2% | -5.8% | 0.020% | |
2/10/2025 | Sovereign Investment Advisors LLC | 673,698 | $32.95M | 9.8% | +1.7% | 1.433% | |
2/10/2025 | Greenwich Wealth Management LLC | 24,912 | $1.22M | 0.1% | N/A | 0.053% | |
2/10/2025 | First Financial Group Corp | 107,373 | $5.25M | 5.8% | N/A | 0.228% | |
2/10/2025 | Commonwealth Equity Services LLC | 76,226 | $3.73M | 0.0% | +16.0% | 0.162% | |
2/10/2025 | IAG Wealth Partners LLC | 2,454 | $120K | 0.0% | N/A | 0.005% | |
2/10/2025 | Avantax Advisory Services Inc. | 13,283 | $650K | 0.0% | -3.7% | 0.028% | |
2/10/2025 | Farther Finance Advisors LLC | 18,614 | $910K | 0.0% | +1.6% | 0.040% | |
2/10/2025 | EverSource Wealth Advisors LLC | 50,738 | $2.48M | 0.2% | -2.9% | 0.108% | |
2/7/2025 | PFG Advisors | 64,066 | $3.13M | 0.2% | +4.1% | 0.136% | |
2/7/2025 | HighTower Advisors LLC | 155,002 | $7.58M | 0.0% | -49.7% | 0.330% | |
2/7/2025 | Independent Advisor Alliance | 8,937 | $437K | 0.0% | N/A | 0.019% | |
2/7/2025 | Sowell Financial Services LLC | 37,713 | $1.85M | 0.1% | -3.4% | 0.080% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 5,713 | $279K | 0.0% | +7.6% | 0.012% | |
2/7/2025 | Strategic Family Wealth Counselors L.L.C. | 57,142 | $2.80M | 0.9% | -10.3% | 0.122% | |
2/7/2025 | Elevation Capital Advisory LLC | 135,341 | $6.62M | 2.8% | N/A | 0.288% | |
2/6/2025 | Raymond James Financial Inc. | 962,982 | $47.10M | 0.0% | N/A | 2.049% | |
2/6/2025 | Assetmark Inc. | 1,710 | $84K | 0.0% | +16.6% | 0.004% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 144,590 | $7.07M | 0.1% | +2.8% | 0.308% | |
2/6/2025 | Bedel Financial Consulting Inc. | 49,619 | $2.43M | 0.3% | +1.2% | 0.106% | |
2/6/2025 | Unified Investment Management | 46,473 | $2.27M | 2.6% | N/A | 0.099% | |
2/5/2025 | Cape Investment Advisory Inc. | 60,207 | $2.95M | 1.2% | -3.4% | 0.128% | |
2/5/2025 | US Bancorp DE | 1,354 | $66K | 0.0% | N/A | 0.003% | |
2/5/2025 | Private Trust Co. NA | 3,059 | $150K | 0.0% | +20.0% | 0.007% | |
2/5/2025 | Financial Security Advisor Inc. | 6,200 | $303K | 0.1% | -3.4% | 0.013% | |
2/5/2025 | Schneider Downs Wealth Management Advisors LP | 376,817 | $18.43M | 3.5% | +24.8% | 0.802% | |
2/4/2025 | Partners Wealth Management LLC | 32,735 | $1.60M | 1.8% | N/A | 0.070% | |
2/3/2025 | Lloyd Advisory Services LLC. | 6,173 | $302K | 0.1% | N/A | 0.013% | |
2/3/2025 | Blackston Financial Advisory Group LLC | 30,182 | $1.48M | 0.7% | +240.3% | 0.064% | |
2/3/2025 | Mattern Capital Management LLC | 17,772 | $869K | 0.1% | +3.7% | 0.038% | |
2/3/2025 | Concurrent Investment Advisors LLC | 14,830 | $725K | 0.0% | +70.0% | 0.032% | |
2/3/2025 | Advyzon Investment Management LLC | 5,919 | $289K | 0.1% | N/A | 0.013% | |
2/3/2025 | Private Advisor Group LLC | 2,944,018 | $143.99M | 0.8% | +200.3% | 6.264% | |
1/31/2025 | Global Retirement Partners LLC | 5,622 | $275K | 0.0% | +88.7% | 0.012% | |
1/31/2025 | Atria Wealth Solutions Inc. | 15,416 | $754K | 0.0% | +7.2% | 0.033% | |
1/31/2025 | Truist Financial Corp | 4,696 | $230K | 0.0% | +6.6% | 0.010% | |
1/31/2025 | Sanctuary Advisors LLC | 12,640 | $620K | 0.0% | -7.4% | 0.027% | |
1/31/2025 | Macroview Investment Management LLC | 38,491 | $1.88M | 1.9% | +10,712.1% | 0.082% | |
1/31/2025 | J.W. Cole Advisors Inc. | 6,576 | $322K | 0.0% | -4.6% | 0.014% | |
1/30/2025 | Csenge Advisory Group | 11,881 | $581K | 0.0% | -11.0% | 0.025% | |
1/30/2025 | Principal Securities Inc. | 1,077 | $53K | 0.0% | -26.8% | 0.002% | |
1/30/2025 | Vicus Capital | 31,550 | $1.54M | 0.1% | +1.5% | 0.067% | |
1/29/2025 | Hidden Cove Wealth Management LLC | 300,353 | $14.69M | 11.9% | N/A | 0.639% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 21,937 | $1.07M | 0.0% | -76.4% | 0.047% | |
1/29/2025 | Sovran Advisors LLC | 86,847 | $4.25M | 0.6% | N/A | 0.185% | |
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1/29/2025 | Focus Financial Network Inc. | 19,053 | $932K | 0.0% | -1.4% | 0.041% | |
1/29/2025 | Comprehensive Financial Planning Inc. PA | 9,418 | $461K | 0.4% | N/A | 0.020% | |
1/28/2025 | Kestra Private Wealth Services LLC | 21,217 | $1.04M | 0.0% | N/A | 0.045% | |
1/28/2025 | Howland Capital Management LLC | 108,012 | $5.28M | 0.2% | -2.2% | 0.230% | |
1/28/2025 | AlphaStar Capital Management LLC | 11,642 | $569K | 0.1% | N/A | 0.025% | |
1/28/2025 | Apollon Wealth Management LLC | 48,156 | $2.36M | 0.1% | +34.3% | 0.102% | |
1/28/2025 | Golden State Wealth Management LLC | 110,660 | $5.41M | 0.8% | N/A | 0.235% | |
1/27/2025 | Buck Wealth Strategies LLC | 290,531 | $14.21M | 3.0% | +50.8% | 0.618% | |
1/27/2025 | Bleakley Financial Group LLC | 9,065 | $443K | 0.0% | +9.4% | 0.019% | |
1/27/2025 | Money Concepts Capital Corp | 4,511 | $221K | 0.0% | -9.5% | 0.010% | |