8/8/2025 | Rockefeller Capital Management L.P. | 26,884 | $1.20M | 0.0% | -16.1% | 0.141% | |
8/8/2025 | WealthTrust Asset Management LLC | 4,551 | $204K | 0.2% | -34.1% | 0.024% | |
8/8/2025 | Cetera Investment Advisers | 484,491 | $21.69M | 0.0% | +42.5% | 2.533% | |
8/8/2025 | Foundations Investment Advisors LLC | 8,310 | $372K | 0.0% | N/A | 0.043% | |
8/6/2025 | Prospera Financial Services Inc | 6,138 | $275K | 0.0% | -15.7% | 0.032% | |
8/6/2025 | AE Wealth Management LLC | 20,197 | $904K | 0.0% | -40.3% | 0.106% | |
8/6/2025 | Valtinson Bruner Financial Planning LLC | 75,093 | $3.36M | 1.1% | +0.8% | 0.393% | |
8/6/2025 | First Horizon Advisors Inc. | 569 | $25K | 0.0% | N/A | 0.003% | |
8/4/2025 | FWG Investments LLC. | 37,926 | $1.70M | 1.3% | +1.1% | 0.198% | |
8/4/2025 | Arbor Capital Management Inc. ADV | 9,163 | $415K | 0.4% | -5.2% | 0.048% | |
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8/4/2025 | Atria Investments Inc | 50,039 | $2.24M | 0.0% | N/A | 0.262% | |
8/4/2025 | Assetmark Inc. | 206,645 | $9.25M | 0.0% | +33.4% | 1.080% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 13,241 | $593K | 0.0% | +14.3% | 0.069% | |
8/1/2025 | Envestnet Asset Management Inc. | 716,816 | $32.09M | 0.0% | +159.8% | 3.747% | |
7/31/2025 | VestGen Investment Management | 13,124 | $588K | 0.4% | N/A | 0.069% | |
7/30/2025 | Bleakley Financial Group LLC | 257,708 | $11.54M | 0.3% | -3.8% | 1.347% | |
7/30/2025 | Strategic Blueprint LLC | 10,472 | $469K | 0.0% | -55.8% | 0.055% | |
7/30/2025 | TFB Advisors LLC | 15,789 | $707K | 0.2% | -4.9% | 0.083% | |
7/29/2025 | Stephens Inc. AR | 11,219 | $502K | 0.0% | -81.3% | 0.059% | |
7/28/2025 | Harbour Investments Inc. | 13,323 | $596K | 0.0% | +12.1% | 0.070% | |
7/28/2025 | RFG Advisory LLC | 10,278 | $460K | 0.0% | N/A | 0.054% | |
7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 72,963 | $3.27M | 0.5% | -1.4% | 0.381% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 11,709 | $524K | 0.0% | N/A | 0.061% | |
7/25/2025 | MGO One Seven LLC | 79,486 | $3.56M | 0.1% | +1.2% | 0.416% | |
7/25/2025 | CWM LLC | 176,218 | $7.89M | 0.0% | -1.2% | 0.921% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 35,105 | $1.57M | 0.1% | -4.6% | 0.184% | |
7/23/2025 | REAP Financial Group LLC | 82,707 | $3.70M | 0.9% | -22.1% | 0.432% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 5,945 | $266K | 0.0% | -34.3% | 0.031% | |
7/22/2025 | Beacon Financial Advisory LLC | 10,500 | $470K | 0.1% | +90.9% | 0.055% | |
7/21/2025 | Ameritas Advisory Services LLC | 20,072 | $899K | 0.0% | -22.1% | 0.105% | |
7/18/2025 | SOA Wealth Advisors LLC. | 87,130 | $3.90M | 0.4% | -1.0% | 0.455% | |
7/18/2025 | Truist Financial Corp | 40,433 | $1.81M | 0.0% | -2.6% | 0.211% | |
7/17/2025 | Janney Montgomery Scott LLC | 48,987 | $2.19M | 0.0% | +17.9% | 0.256% | |
7/9/2025 | Keystone Wealth Services LLC | 14,851 | $665K | 0.2% | -1.8% | 0.078% | |
7/9/2025 | Fragasso Financial Advisors Inc | 40,918 | $1.83M | 0.1% | +0.9% | 0.214% | |
5/19/2025 | Jane Street Group LLC | 16,422 | $682K | 0.0% | N/A | 0.086% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 11,588 | $481K | 0.0% | +14.5% | 0.061% | |
5/15/2025 | Royal Bank of Canada | 73,512 | $3.05M | 0.0% | +1.6% | 0.384% | |
5/15/2025 | OLD Mission Capital LLC | 6,744 | $280K | 0.0% | -48.1% | 0.035% | |
5/14/2025 | CreativeOne Wealth LLC | 53,362 | $2.22M | 0.1% | -70.4% | 0.279% | |
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5/14/2025 | FWG Investments LLC. | 37,496 | $1.56M | 1.8% | -1.5% | 0.196% | |
5/14/2025 | Kestra Advisory Services LLC | 88,817 | $3.69M | 0.0% | -10.8% | 0.464% | |
5/14/2025 | TFB Advisors LLC | 16,594 | $689K | 0.2% | +32.0% | 0.087% | |
5/14/2025 | Capital Analysts LLC | 77,450 | $3.21M | 0.1% | +3,011.7% | 0.405% | |
5/13/2025 | Raymond James Financial Inc. | 586,833 | $24.35M | 0.0% | +10.6% | 3.068% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 1,909 | $79K | 0.1% | +64.3% | 0.010% | |
5/13/2025 | HighTower Advisors LLC | 5,943 | $247K | 0.0% | -11.5% | 0.031% | |
5/12/2025 | Integrity Financial Corp WA | 17,219 | $715K | 0.4% | -13.4% | 0.090% | |
5/12/2025 | Savvy Advisors Inc. | 12,280 | $510K | 0.1% | +2.0% | 0.064% | |
5/8/2025 | Harbour Investments Inc. | 11,880 | $493K | 0.0% | -2.1% | 0.062% | |
5/8/2025 | MGO One Seven LLC | 78,507 | $3.26M | 0.1% | -1.4% | 0.410% | |
5/7/2025 | Prosperity Consulting Group LLC | 7,817 | $324K | 0.0% | -8.2% | 0.041% | |
5/7/2025 | LPL Financial LLC | 64,323 | $2.67M | 0.0% | +4.0% | 0.336% | |
5/6/2025 | Assetmark Inc. | 154,885 | $6.43M | 0.0% | +39.3% | 0.810% | |
5/6/2025 | Cetera Investment Advisers | 340,067 | $14.11M | 0.0% | -25.3% | 1.778% | |
5/6/2025 | AE Wealth Management LLC | 33,830 | $1.40M | 0.0% | -8.8% | 0.177% | |
5/5/2025 | Kestra Private Wealth Services LLC | 16,913 | $702K | 0.0% | -6.2% | 0.088% | |
5/1/2025 | Bleakley Financial Group LLC | 267,935 | $11.12M | 0.4% | -1.0% | 1.401% | |
5/1/2025 | CWM LLC | 178,368 | $7.40M | 0.0% | -5.5% | 0.932% | |
4/29/2025 | Wood Tarver Financial Group LLC | 4,440 | $184K | 0.1% | +145.2% | 0.023% | |
4/29/2025 | Envestnet Asset Management Inc. | 275,945 | $11.45M | 0.0% | -51.0% | 1.442% | |
4/29/2025 | Acorn Financial Advisory Services Inc. ADV | 74,014 | $3.07M | 0.6% | -4.6% | 0.387% | |
4/29/2025 | Strategic Blueprint LLC | 23,680 | $983K | 0.1% | +104.2% | 0.124% | |
4/29/2025 | Brookstone Capital Management | 39,829 | $1.65M | 0.0% | +34.9% | 0.208% | |
4/29/2025 | SMART Wealth LLC | 41,397 | $1.72M | 0.6% | +12.3% | 0.216% | |
4/29/2025 | OneDigital Investment Advisors LLC | 32,940 | $1.37M | 0.0% | -9.8% | 0.172% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 9,667 | $403K | 0.4% | +2.6% | 0.051% | |
4/25/2025 | Ameritas Advisory Services LLC | 25,776 | $1.09M | 0.0% | +11.3% | 0.133% | |
4/25/2025 | Stonebridge Financial Group LLC | 1,560 | $65K | 0.0% | -27.8% | 0.008% | |
4/24/2025 | Transcend Capital Advisors LLC | 5,615 | $233K | 0.0% | +14.6% | 0.029% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 45,656 | $1.90M | 0.0% | -1.5% | 0.235% | |
4/18/2025 | Insigneo Advisory Services LLC | 40,275 | $1.67M | 0.2% | -5.3% | 0.207% | |
4/17/2025 | Sowell Financial Services LLC | 9,089 | $377K | 0.0% | N/A | 0.047% | |
4/17/2025 | Janney Montgomery Scott LLC | 41,554 | $1.72M | 0.0% | +9.2% | 0.214% | |
4/15/2025 | Noble Wealth Management PBC | 1,000 | $42K | 0.0% | N/A | 0.005% | |
4/14/2025 | Farther Finance Advisors LLC | 9,642 | $401K | 0.0% | N/A | 0.050% | |
4/14/2025 | McCarthy & Cox | 5,098 | $212K | 0.1% | -96.5% | 0.026% | |
4/11/2025 | Pitti Group Wealth Management LLC | 11,755 | $488K | 0.5% | -5.1% | 0.060% | |
4/9/2025 | Fragasso Financial Advisors Inc | 40,544 | $1.68M | 0.1% | -1.5% | 0.208% | |
4/9/2025 | NBC Securities Inc. | 9,897 | $410K | 0.0% | +98,870.0% | 0.051% | |
3/12/2025 | Centaurus Financial Inc. | 13,237 | $564K | 0.0% | N/A | 0.065% | |
3/6/2025 | Wood Tarver Financial Group LLC | 1,811 | $77K | 0.0% | N/A | 0.009% | |
2/28/2025 | Park Square Financial Group LLC | 584 | $25K | 0.0% | N/A | 0.004% | |
2/27/2025 | REAP Financial Group LLC | 106,512 | $4.54M | 1.1% | -10.9% | 0.799% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 6,400 | $273K | 0.1% | N/A | 0.048% | |
2/25/2025 | Armis Advisers LLC | 123,461 | $5.26M | 0.6% | N/A | 0.926% | |
2/18/2025 | Sunbelt Securities Inc. | 2,497 | $107K | 0.0% | +23.4% | 0.019% | |
2/17/2025 | CoreCap Advisors LLC | 12,354 | $527K | 0.0% | +14.8% | 0.093% | |
2/17/2025 | Cetera Investment Advisers | 455,252 | $19.41M | 0.0% | +497.8% | 3.415% | |
2/17/2025 | Captrust Financial Advisors | 28,137 | $1.20M | 0.0% | +66.1% | 0.211% | |
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2/17/2025 | Citadel Advisors LLC | 15,936 | $679K | 0.0% | +23.4% | 0.120% | |
2/17/2025 | Acorn Financial Advisory Services Inc. ADV | 77,548 | $3.31M | 0.5% | N/A | 0.582% | |
2/14/2025 | Gallagher Fiduciary Advisors LLC | 11,352 | $484K | 0.1% | +30.6% | 0.085% | |
2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 7,555 | $322K | 0.0% | -9.7% | 0.057% | |
2/14/2025 | Prosperity Consulting Group LLC | 8,517 | $363K | 0.0% | +29.6% | 0.064% | |
2/14/2025 | Capital Analysts LLC | 2,489 | $106K | 0.0% | +19.7% | 0.019% | |
2/14/2025 | MGO One Seven LLC | 79,651 | $3.40M | 0.1% | +498.1% | 0.598% | |
2/14/2025 | Harvest Investment Services LLC | 26,657 | $1.14M | 0.3% | N/A | 0.200% | |
2/14/2025 | OneDigital Investment Advisors LLC | 36,499 | $1.56M | 0.0% | -22.6% | 0.274% | |
2/14/2025 | MML Investors Services LLC | 64,622 | $2.76M | 0.0% | +149.5% | 0.485% | |