3/17/2025 | Wealth Enhancement Advisory Services LLC | 11,755 | $715K | 0.0% | +84.5% | 0.093% | |
3/6/2025 | IronOak Wealth LLC. | 16,411 | $998K | 1.1% | N/A | 0.131% | |
2/27/2025 | REAP Financial Group LLC | 438 | $27K | 0.0% | N/A | 0.004% | |
2/26/2025 | Sculati Wealth Management LLC | 131,540 | $8M | 3.1% | +4.8% | 1.051% | |
2/19/2025 | Richmond Investment Services LLC | 5,046 | $307K | 0.2% | N/A | 0.035% | |
2/17/2025 | Waverly Advisors LLC | 14,193 | $863K | 0.0% | -27.4% | 0.098% | |
2/17/2025 | Visionary Wealth Advisors | 14,617 | $889K | 0.1% | -1.5% | 0.101% | |
2/17/2025 | Two Sigma Investments LP | 14,100 | $858K | 0.0% | -71.6% | 0.098% | |
2/17/2025 | Redwood Financial Network Corp | 3,541 | $215K | 0.2% | -8.7% | 0.025% | |
2/17/2025 | Obsidian Personal Planning Solutions LLC | 124,478 | $7.72M | 3.7% | +3.3% | 0.863% | |
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2/17/2025 | Cambridge Investment Research Advisors Inc. | 450,099 | $27.38M | 0.1% | -2.6% | 3.119% | |
2/17/2025 | Baird Financial Group Inc. | 143,571 | $8.73M | 0.0% | +4.4% | 0.995% | |
2/17/2025 | Bank of America Corp DE | 110,451 | $6.72M | 0.0% | +34.2% | 0.765% | |
2/17/2025 | Ameriprise Financial Inc. | 212,561 | $12.93M | 0.0% | +1.8% | 1.473% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 142,246 | $8.65M | 0.0% | N/A | 0.986% | |
2/14/2025 | Jane Street Group LLC | 5,218 | $317K | 0.0% | -63.9% | 0.036% | |
2/14/2025 | Comerica Bank | 1,358 | $83K | 0.0% | -28.1% | 0.009% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 684 | $42K | 0.0% | N/A | 0.005% | |
2/14/2025 | Capital Analysts LLC | 28,864 | $1.76M | 0.1% | -2.2% | 0.200% | |
2/14/2025 | Two Sigma Securities LLC | 4,031 | $245K | 0.0% | N/A | 0.028% | |
2/14/2025 | IHT Wealth Management LLC | 3,579 | $218K | 0.0% | -4.8% | 0.025% | |
2/14/2025 | Stifel Financial Corp | 36,939 | $2.25M | 0.0% | -45.2% | 0.256% | |
2/14/2025 | Transce3nd LLC | 1,445 | $88K | 0.0% | N/A | 0.010% | |
2/14/2025 | MML Investors Services LLC | 55,237 | $3.36M | 0.0% | -1.7% | 0.383% | |
2/13/2025 | United Capital Financial Advisors LLC | 18,322 | $1.11M | 0.0% | +2.1% | 0.127% | |
2/13/2025 | CreativeOne Wealth LLC | 16,623 | $1.01M | 0.0% | -3.2% | 0.115% | |
2/13/2025 | Mariner LLC | 40,596 | $2.47M | 0.0% | -0.4% | 0.281% | |
2/13/2025 | Invesco Ltd. | 6,891 | $419K | 0.0% | -16.4% | 0.048% | |
2/13/2025 | Envestnet Asset Management Inc. | 305,666 | $18.59M | 0.0% | -2.5% | 2.118% | |
2/13/2025 | Wells Fargo & Company MN | 100,264 | $6.10M | 0.0% | -11.5% | 0.695% | |
2/12/2025 | OLD Mission Capital LLC | 21,173 | $1.29M | 0.0% | +62.2% | 0.147% | |
2/12/2025 | Hazlett Burt & Watson Inc. | 2,924 | $178K | 0.1% | +192.4% | 0.020% | |
2/12/2025 | Orion Portfolio Solutions LLC | 12,991 | $790K | 0.0% | N/A | 0.090% | |
2/12/2025 | Blair William & Co. IL | 2,410 | $147K | 0.0% | -15.4% | 0.017% | |
2/11/2025 | FineMark National Bank & Trust | 22,786 | $1.39M | 0.0% | -5.2% | 0.158% | |
2/11/2025 | LPL Financial LLC | 393,865 | $23.96M | 0.0% | -0.7% | 2.729% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 735 | $45K | 0.0% | N/A | 0.005% | |
2/11/2025 | Virtu Financial LLC | 12,334 | $750K | 0.0% | N/A | 0.085% | |
2/11/2025 | ProVise Management Group LLC | 58,439 | $3.55M | 0.3% | +2.8% | 0.405% | |
2/10/2025 | Harbour Investments Inc. | 32,194 | $1.96M | 0.1% | +1.5% | 0.223% | |
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2/10/2025 | Commonwealth Equity Services LLC | 285,293 | $17.35M | 0.0% | +13.1% | 1.977% | |
2/10/2025 | Avantax Advisory Services Inc. | 9,763 | $594K | 0.0% | -21.2% | 0.068% | |
2/7/2025 | HighTower Advisors LLC | 41,934 | $2.55M | 0.0% | -6.4% | 0.291% | |
2/7/2025 | Independent Advisor Alliance | 21,443 | $1.30M | 0.0% | N/A | 0.149% | |
2/7/2025 | Daiwa Securities Group Inc. | 7,800 | $474K | 0.0% | +27.9% | 0.054% | |
2/7/2025 | PNC Financial Services Group Inc. | 238,930 | $14.53M | 0.0% | -1.8% | 1.656% | |
2/6/2025 | Raymond James Financial Inc. | 176,750 | $10.75M | 0.0% | N/A | 1.225% | |
2/6/2025 | LVZ Inc. | 3,421 | $208K | 0.0% | -6.8% | 0.024% | |
2/6/2025 | Synergy Investment Management LLC | 3,006 | $183K | 0.1% | N/A | 0.021% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 3,527 | $215K | 0.0% | +15.1% | 0.024% | |
2/6/2025 | Jones Financial Companies Lllp | 57,694 | $3.51M | 0.0% | +58.0% | 0.400% | |
2/4/2025 | MorganRosel Wealth Management LLC | 13,226 | $804K | 0.3% | +9.1% | 0.092% | |
2/4/2025 | Bank of New York Mellon Corp | 392,753 | $23.89M | 0.0% | +1.8% | 2.722% | |
2/4/2025 | Portland Financial Advisors Inc | 12,106 | $736K | 2.0% | N/A | 0.084% | |
2/4/2025 | Mainstay Capital Management LLC ADV | 3,434 | $209K | 0.0% | N/A | 0.024% | |
2/3/2025 | Private Advisor Group LLC | 16,256 | $989K | 0.0% | -6.8% | 0.113% | |
2/3/2025 | Laidlaw Wealth Management LLC | 20,766 | $1.26M | 0.6% | -21.0% | 0.144% | |
1/31/2025 | Atlas Legacy Advisors LLC | 4,983 | $303K | 0.1% | N/A | 0.035% | |
1/31/2025 | J.W. Cole Advisors Inc. | 5,848 | $356K | 0.0% | N/A | 0.041% | |
1/30/2025 | Allworth Financial LP | 3,983 | $246K | 0.0% | +14.9% | 0.028% | |
1/30/2025 | DORVAL Corp | 225,111 | $13.69M | 5.4% | +2.3% | 1.560% | |
1/30/2025 | Investment Partners Asset Management Inc. | 15,012 | $913K | 0.7% | +2.7% | 0.104% | |
1/29/2025 | Avestar Capital LLC | 15,898 | $967K | 0.1% | -53.3% | 0.110% | |
1/29/2025 | Comprehensive Financial Planning Inc. PA | 453 | $28K | 0.0% | N/A | 0.003% | |
1/28/2025 | Golden State Wealth Management LLC | 21,801 | $1.33M | 0.2% | N/A | 0.151% | |
1/27/2025 | Financial Advocates Investment Management | 14,603 | $888K | 0.1% | -17.3% | 0.101% | |
1/27/2025 | Moneywise Inc. | 14,533 | $884K | 0.4% | -18.4% | 0.101% | |
1/27/2025 | Syntegra Private Wealth Group LLC | 8,281 | $504K | 0.1% | -2.3% | 0.057% | |
1/27/2025 | Win Advisors Inc. | 14,531 | $884K | 0.4% | -15.4% | 0.101% | |
1/27/2025 | PFS Partners LLC | 126,349 | $7.69M | 4.1% | +0.2% | 0.876% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 19,880 | $1.21M | 0.0% | N/A | 0.138% | |
1/24/2025 | Clear Creek Financial Management LLC | 21,733 | $1.32M | 0.1% | +6.8% | 0.151% | |
1/23/2025 | Capital Investment Advisory Services LLC | 632 | $38K | 0.0% | -68.6% | 0.004% | |
1/21/2025 | High Net Worth Advisory Group LLC | 4,450 | $271K | 0.1% | -8.2% | 0.031% | |
1/21/2025 | Marshall Financial Group LLC | 4,851 | $295K | 0.1% | -3.6% | 0.034% | |
1/21/2025 | CFS Investment Advisory Services LLC | 4,937 | $300K | 0.0% | -4.5% | 0.034% | |
1/17/2025 | Sheets Smith Wealth Management | 13,331 | $811K | 0.1% | +6.5% | 0.092% | |
1/16/2025 | Lmcg Investments LLC | 22,697 | $1.38M | 0.1% | +54.7% | 0.157% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 8,638 | $525K | 0.0% | +799.8% | 0.060% | |
1/16/2025 | Liberty One Investment Management LLC | 42,148 | $2.56M | 0.3% | +1.0% | 0.292% | |
1/15/2025 | Ameritas Advisory Services LLC | 13,331 | $811K | 0.0% | -45.7% | 0.092% | |
1/14/2025 | Pinnacle Bancorp Inc. | 4,200 | $255K | 0.1% | -19.7% | 0.029% | |
1/13/2025 | Johnson & White Wealth Management LLC | 32,074 | $1.94M | 1.2% | +2.4% | 0.222% | |
1/13/2025 | ACT Advisors LLC. | 5,759 | $350K | 0.2% | -11.8% | 0.040% | |
1/13/2025 | Brookstone Capital Management | 341,837 | $20.79M | 0.3% | -4.0% | 2.369% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 8,512 | $520K | 0.0% | +33.6% | 0.059% | |
1/8/2025 | International Assets Investment Management LLC | 4,858 | $295K | 0.0% | N/A | 0.034% | |
11/22/2024 | Sculati Wealth Management LLC | 27,057 | $1.53M | 0.6% | -69.0% | 0.188% | |
11/15/2024 | MML Investors Services LLC | 56,207 | $3.43M | 0.0% | -2.6% | 0.390% | |
11/15/2024 | Jane Street Group LLC | 14,457 | $882K | 0.0% | +88.8% | 0.100% | |
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11/15/2024 | Stifel Financial Corp | 67,398 | $4.11M | 0.0% | +61.3% | 0.467% | |
11/15/2024 | Integrated Wealth Concepts LLC | 5,348 | $326K | 0.0% | -10.2% | 0.037% | |
11/15/2024 | HighTower Advisors LLC | 44,816 | $2.74M | 0.0% | -24.4% | 0.311% | |
11/14/2024 | CreativeOne Wealth LLC | 17,174 | $1.05M | 0.0% | -8.3% | 0.119% | |
11/13/2024 | Avestar Capital LLC | 34,015 | $2.08M | 0.2% | -8.8% | 0.236% | |
11/13/2024 | FMR LLC | 5,217 | $318K | 0.0% | +51.5% | 0.036% | |
11/13/2024 | D.A. Davidson & CO. | 5,287 | $323K | 0.0% | -4.5% | 0.037% | |
11/13/2024 | Daiwa Securities Group Inc. | 6,100 | $372K | 0.0% | N/A | 0.042% | |
11/12/2024 | Kingsview Wealth Management LLC | 6,029 | $368K | 0.0% | -3.1% | 0.042% | |
11/12/2024 | Great Valley Advisor Group Inc. | 6,520 | $398K | 0.0% | -10.9% | 0.045% | |