6/2/2025 | Modern Wealth Management LLC | 59,442 | $2.20M | 0.1% | +4.1% | 0.099% | |
5/21/2025 | Geneos Wealth Management Inc. | 28,341 | $1.05M | 0.0% | +10.2% | 0.047% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 5,567 | $206K | 0.0% | -10.5% | 0.009% | |
5/20/2025 | Belpointe Asset Management LLC | 49,903 | $1.85M | 0.1% | -9.1% | 0.084% | |
5/20/2025 | Integrity Alliance LLC. | 8,100 | $300K | 0.0% | N/A | 0.014% | |
5/20/2025 | Anchor Investment Management LLC | 9,258 | $342K | 0.0% | +4.7% | 0.016% | |
5/19/2025 | Jane Street Group LLC | 173,021 | $6.40M | 0.0% | -40.7% | 0.290% | |
5/19/2025 | SageView Advisory Group LLC | 17,060 | $631K | 0.0% | -17.5% | 0.029% | |
5/16/2025 | Prostatis Group LLC | 92,517 | $3.42M | 1.1% | +3.9% | 0.155% | |
5/16/2025 | NewEdge Advisors LLC | 62,497 | $2.31M | 0.0% | +0.6% | 0.105% | |
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5/16/2025 | 1 North Wealth Services LLC | 175,920 | $6.51M | 3.0% | -25.5% | 0.295% | |
5/15/2025 | Royal Bank of Canada | 894,775 | $33.09M | 0.0% | +3.4% | 1.501% | |
5/15/2025 | Calton & Associates Inc. | 67,139 | $2.48M | 0.6% | N/A | 0.113% | |
5/15/2025 | Baird Financial Group Inc. | 270,109 | $9.99M | 0.0% | +7.5% | 0.453% | |
5/15/2025 | OLD Mission Capital LLC | 51,804 | $1.92M | 0.0% | N/A | 0.087% | |
5/14/2025 | CreativeOne Wealth LLC | 24,077 | $890K | 0.0% | +56.6% | 0.040% | |
5/14/2025 | Comerica Bank | 31,813 | $1.18M | 0.0% | +15.9% | 0.053% | |
5/14/2025 | Napa Wealth Management | 24,689 | $913K | 0.5% | +15.8% | 0.041% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,503,824 | $129.57M | 0.1% | -6.3% | 5.879% | |
5/14/2025 | Kestra Advisory Services LLC | 69,821 | $2.58M | 0.0% | -4.7% | 0.117% | |
5/14/2025 | Flow Traders U.S. LLC | 162,484 | $6.01M | 0.3% | +0.5% | 0.273% | |
5/14/2025 | Capital Analysts LLC | 22,977 | $850K | 0.0% | N/A | 0.039% | |
5/13/2025 | Raymond James Financial Inc. | 1,941,451 | $71.80M | 0.0% | +17.1% | 3.257% | |
5/13/2025 | HighTower Advisors LLC | 44,576 | $1.65M | 0.0% | -8.8% | 0.075% | |
5/12/2025 | Cooper Financial Group | 7,326 | $271K | 0.0% | -30.6% | 0.012% | |
5/12/2025 | Benjamin Edwards Inc. | 36,793 | $1.36M | 0.0% | +1.0% | 0.062% | |
5/12/2025 | Founders Financial Alliance LLC | 39,175 | $1.45M | 0.4% | -27.4% | 0.066% | |
5/12/2025 | Savvy Advisors Inc. | 8,936 | $330K | 0.0% | N/A | 0.015% | |
5/12/2025 | National Bank of Canada FI | 66,171 | $2.45M | 0.0% | +15.4% | 0.111% | |
5/12/2025 | AlphaCore Capital LLC | 66,719 | $2.47M | 0.2% | N/A | 0.112% | |
5/12/2025 | Beacon Harbor Wealth Advisors Inc. | 323,969 | $11.98M | 2.8% | N/A | 0.544% | |
5/9/2025 | Atria Wealth Solutions Inc. | 56,677 | $2.10M | 0.0% | -3.9% | 0.095% | |
5/9/2025 | Cary Street Partners Financial LLC | 18,416 | $681K | 0.0% | +79.8% | 0.031% | |
5/8/2025 | Moors & Cabot Inc. | 19,530 | $722K | 0.0% | -5.7% | 0.033% | |
5/8/2025 | Harbour Investments Inc. | 24,072 | $890K | 0.0% | -6.7% | 0.040% | |
5/8/2025 | MMA Asset Management LLC | 25,799 | $954K | 0.4% | -1.8% | 0.043% | |
5/8/2025 | Cozad Asset Management Inc. | 19,305 | $714K | 0.1% | -2.3% | 0.032% | |
5/7/2025 | Financial Management Network Inc. | 368,583 | $13.63M | 2.8% | -10.6% | 0.618% | |
5/7/2025 | LPL Financial LLC | 2,771,142 | $102.48M | 0.0% | +13.0% | 4.650% | |
5/6/2025 | Pacer Advisors Inc. | 541,327 | $20.02M | 0.0% | +5.6% | 0.908% | |
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5/6/2025 | MY Wealth Management Inc. | 136,423 | $5.05M | 4.9% | -0.9% | 0.229% | |
5/6/2025 | Cetera Investment Advisers | 395,140 | $14.61M | 0.0% | +0.3% | 0.663% | |
5/6/2025 | Avantax Advisory Services Inc. | 334,336 | $12.36M | 0.1% | +22.6% | 0.561% | |
5/6/2025 | Efficient Advisors LLC | 28,145 | $1.04M | 0.1% | N/A | 0.047% | |
5/6/2025 | PFG Advisors | 13,622 | $504K | 0.0% | -41.0% | 0.023% | |
5/5/2025 | J.W. Cole Advisors Inc. | 161,058 | $5.96M | 0.2% | -0.4% | 0.270% | |
5/5/2025 | WNY Asset Management LLC | 71,146 | $2.63M | 0.3% | +6.8% | 0.119% | |
5/5/2025 | IFP Advisors Inc | 73,259 | $2.71M | 0.1% | +1.7% | 0.123% | |
5/5/2025 | OneAscent Financial Services LLC | 25,813 | $955K | 0.1% | +211.7% | 0.043% | |
5/5/2025 | Calton & Associates Inc. | 159,474 | $5.90M | 0.7% | N/A | 0.268% | |
5/5/2025 | Kestra Private Wealth Services LLC | 55,456 | $2.05M | 0.0% | N/A | 0.093% | |
5/5/2025 | Private Advisor Group LLC | 103,285 | $3.82M | 0.0% | +2.9% | 0.173% | |
5/2/2025 | Kingsview Wealth Management LLC | 12,224 | $452K | 0.0% | +4.6% | 0.021% | |
5/2/2025 | Sage Private Wealth Group LLC | 15,376 | $569K | 0.4% | -2.1% | 0.026% | |
5/2/2025 | Sigma Planning Corp | 8,894 | $329K | 0.0% | -41.9% | 0.015% | |
5/1/2025 | Bleakley Financial Group LLC | 59,174 | $2.19M | 0.1% | +21.3% | 0.099% | |
5/1/2025 | CWM LLC | 1,014 | $37K | 0.0% | +48.2% | 0.002% | |
5/1/2025 | Stephens Inc. AR | 32,481 | $1.20M | 0.0% | -5.9% | 0.054% | |
5/1/2025 | Grant GrossMendelsohn LLC | 39,527 | $1.45M | 0.8% | +54.1% | 0.066% | |
5/1/2025 | Lane & Associates LLC | 34,566 | $1.28M | 0.7% | +7.0% | 0.058% | |
4/30/2025 | Sharkey Howes & Javer | 25,352 | $938K | 0.1% | -12.3% | 0.043% | |
4/30/2025 | BXM Wealth LLC | 9,115 | $337K | 0.4% | N/A | 0.015% | |
4/30/2025 | Stratos Wealth Partners LTD. | 27,024 | $999K | 0.0% | -38.3% | 0.045% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 28,122 | $1.04M | 0.0% | -1.5% | 0.047% | |
4/29/2025 | Envestnet Asset Management Inc. | 240,520 | $8.89M | 0.0% | -1.3% | 0.404% | |
4/29/2025 | Concurrent Investment Advisors LLC | 7,891 | $292K | 0.0% | N/A | 0.013% | |
4/29/2025 | Bank of New York Mellon Corp | 10,909 | $403K | 0.0% | -5.0% | 0.018% | |
4/29/2025 | Brookstone Capital Management | 35,455 | $1.31M | 0.0% | N/A | 0.059% | |
4/29/2025 | Silver Oak Securities Incorporated | 7,333 | $272K | 0.0% | -19.7% | 0.012% | |
4/29/2025 | Aviance Capital Partners LLC | 29,779 | $1.10M | 0.2% | +2.5% | 0.050% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 7,563 | $280K | 0.0% | N/A | 0.013% | |
4/28/2025 | Private Trust Co. NA | 1,980 | $73K | 0.0% | +98.0% | 0.003% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 16,114 | $596K | 0.6% | -44.3% | 0.027% | |
4/28/2025 | DAVENPORT & Co LLC | 9,606 | $355K | 0.0% | +9.6% | 0.016% | |
4/28/2025 | Clear Creek Financial Management LLC | 19,274 | $713K | 0.1% | -29.9% | 0.032% | |
4/25/2025 | Valley National Advisers Inc. | 4,861 | $178K | 0.0% | +50.7% | 0.008% | |
4/25/2025 | Sovran Advisors LLC | 10,928 | $390K | 0.1% | -44.7% | 0.018% | |
4/25/2025 | Convergence Financial LLC | 100,008 | $3.70M | 0.7% | N/A | 0.169% | |
4/24/2025 | Mascoma Wealth Management LLC | 1,075 | $40K | 0.0% | +256.0% | 0.002% | |
4/23/2025 | Western Wealth Management LLC | 6,509 | $241K | 0.0% | N/A | 0.011% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,213 | $45K | 0.0% | -56.3% | 0.002% | |
4/23/2025 | International Assets Investment Management LLC | 76,772 | $2.84M | 0.1% | -3.0% | 0.129% | |
4/23/2025 | Hofer & Associates. Inc | 5,539 | $205K | 0.1% | N/A | 0.009% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 915,607 | $33.86M | 0.1% | -0.1% | 1.544% | |
4/22/2025 | Lighthouse Wealth Management Inc. | 91,188 | $3.37M | 3.1% | -4.8% | 0.154% | |
4/22/2025 | World Equity Group Inc. | 6,941 | $254K | 0.1% | -50.0% | 0.012% | |
4/22/2025 | Advisor Resource Council | 11,036 | $408K | 0.0% | N/A | 0.019% | |
4/21/2025 | JBR Co Financial Management Inc | 24,224 | $896K | 0.5% | N/A | 0.041% | |
4/17/2025 | Copia Wealth Management | 834 | $31K | 0.0% | N/A | 0.001% | |
4/17/2025 | Sowell Financial Services LLC | 44,247 | $1.64M | 0.1% | +3.1% | 0.075% | |
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4/17/2025 | Janney Montgomery Scott LLC | 615,961 | $22.78M | 0.1% | -11.5% | 1.039% | |
4/17/2025 | Total Clarity Wealth Management Inc. | 16,575 | $559K | 0.2% | -8.8% | 0.028% | |
4/17/2025 | Sound Income Strategies LLC | 811 | $30K | 0.0% | +1,522.0% | 0.001% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 103,132 | $3.81M | 0.0% | -0.4% | 0.174% | |
4/15/2025 | Investment Partners Asset Management Inc. | 41,025 | $1.52M | 1.2% | -5.4% | 0.069% | |
4/15/2025 | Laurel Wealth Advisors LLC | 71,614 | $2.65M | 0.4% | +4.9% | 0.121% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 20,066 | $742K | 0.0% | +10.1% | 0.034% | |
4/14/2025 | BCS Wealth Management | 34,346 | $1.27M | 0.3% | +6.5% | 0.058% | |
4/14/2025 | Park Avenue Securities LLC | 10,282 | $380K | 0.0% | +2.9% | 0.017% | |
4/14/2025 | KMG Fiduciary Partners LLC | 29,479 | $1.09M | 0.1% | +1.1% | 0.050% | |