7/11/2025 | Ridgeline Wealth LLC | 4,757 | $234K | 0.2% | -11.5% | 0.009% | |
7/11/2025 | Farther Finance Advisors LLC | 22,409 | $1.10M | 0.0% | -25.8% | 0.042% | |
7/11/2025 | UMB Bank n.a. | 595 | $29K | 0.0% | N/A | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 20,912 | $1.06M | 0.0% | -49.6% | 0.039% | |
7/10/2025 | Sharkey Howes & Javer | 5,250 | $258K | 0.0% | -47.5% | 0.010% | |
7/9/2025 | Pines Wealth Management LLC | 8,997 | $455K | 0.2% | +7.7% | 0.017% | |
7/9/2025 | Lifelong Wealth Advisors Inc. | 5,525 | $272K | 0.1% | -93.0% | 0.010% | |
7/9/2025 | Beacon Financial Group | 6,664 | $328K | 0.0% | -5.4% | 0.012% | |
7/8/2025 | Everpar Advisors LLC | 7,859 | $387K | 0.2% | +34.8% | 0.015% | |
7/8/2025 | Elevation Wealth Partners LLC | 1,056 | $52K | 0.0% | N/A | 0.002% | |
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7/8/2025 | Parallel Advisors LLC | 2,262 | $111K | 0.0% | -23.7% | 0.004% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,065 | $52K | 0.0% | N/A | 0.002% | |
6/27/2025 | Goldman Sachs Group Inc. | 22,324 | $1.01M | 0.0% | -29.5% | 0.043% | |
6/13/2025 | Optima Capital LLC | 5,110 | $230K | 0.1% | N/A | 0.010% | |
5/29/2025 | Apeiron RIA LLC | 7,008 | $316K | 0.1% | -79.2% | 0.014% | |
5/21/2025 | Geneos Wealth Management Inc. | 803 | $36K | 0.0% | -29.7% | 0.002% | |
5/20/2025 | Focus Partners Wealth | 17,850 | $805K | 0.0% | +107.3% | 0.036% | |
5/19/2025 | Client 1ST Advisory Group LLC | 25,165 | $1.13M | 0.4% | +23.2% | 0.051% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 16,350 | $737K | 0.0% | N/A | 0.033% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 10,043 | $453K | 0.0% | -50.8% | 0.020% | |
5/16/2025 | Goldman Sachs Group Inc. | 22,324 | $1.01M | 0.0% | -29.5% | 0.045% | |
5/16/2025 | Jones Financial Companies Lllp | 1,400 | $63K | 0.0% | -96.2% | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 28,918 | $1.30M | 0.0% | -90.8% | 0.058% | |
5/16/2025 | Integrated Wealth Concepts LLC | 80,396 | $3.62M | 0.0% | -70.3% | 0.162% | |
5/16/2025 | Clifford Group LLC | 10,472 | $472K | 0.4% | +4.9% | 0.021% | |
5/16/2025 | AQR Capital Management LLC | 10,566 | $476K | 0.0% | +76.3% | 0.021% | |
5/15/2025 | Royal Bank of Canada | 135,753 | $6.12M | 0.0% | -29.7% | 0.274% | |
5/15/2025 | Insight Wealth Partners LLC | 11,121 | $501K | 0.1% | +6.8% | 0.022% | |
5/15/2025 | OLD Mission Capital LLC | 7,350 | $331K | 0.0% | N/A | 0.015% | |
5/15/2025 | Evergreen Capital Management LLC | 297,001 | $13.39M | 0.4% | +0.2% | 0.599% | |
5/14/2025 | CreativeOne Wealth LLC | 5,657 | $255K | 0.0% | -92.7% | 0.011% | |
5/14/2025 | Redwood Investment Management LLC | 6,054 | $273K | 0.0% | +7.2% | 0.012% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 423,958 | $19.11M | 0.0% | -17.9% | 0.856% | |
5/14/2025 | Kestra Advisory Services LLC | 73,760 | $3.32M | 0.0% | -18.1% | 0.149% | |
5/14/2025 | Compound Planning Inc. | 226,838 | $10.22M | 0.5% | +66.9% | 0.458% | |
5/14/2025 | CW Advisors LLC | 14,724 | $664K | 0.0% | +29.9% | 0.030% | |
5/14/2025 | Flow Traders U.S. LLC | 28,562 | $1.29M | 0.1% | N/A | 0.058% | |
5/14/2025 | Hsbc Holdings PLC | 670,827 | $30.23M | 0.0% | -1.4% | 1.354% | |
5/13/2025 | Raymond James Financial Inc. | 413,496 | $18.64M | 0.0% | -1.7% | 0.835% | |
5/13/2025 | Stone House Investment Management LLC | 14,634 | $660K | 0.1% | -76.8% | 0.030% | |
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5/13/2025 | HighTower Advisors LLC | 118,800 | $5.35M | 0.0% | -5.1% | 0.240% | |
5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 89,626 | $4.04M | 1.8% | +8.1% | 0.181% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,023 | $363K | 0.0% | -91.4% | 0.016% | |
5/12/2025 | Maia Wealth LLC | 22,120 | $974K | 0.2% | -45.5% | 0.045% | |
5/12/2025 | Zions Bancorporation National Association UT | 778 | $35K | 0.0% | N/A | 0.002% | |
5/12/2025 | Savvy Advisors Inc. | 4,943 | $223K | 0.0% | -90.1% | 0.010% | |
5/9/2025 | Citizens Financial Group Inc. RI | 6,331 | $285K | 0.0% | N/A | 0.013% | |
5/9/2025 | Wharton Business Group LLC | 1,656,875 | $74.68M | 3.4% | +6.3% | 3.344% | |
5/9/2025 | Strategy Asset Managers LLC | 33,497 | $1.51M | 0.3% | +6.8% | 0.068% | |
5/9/2025 | WealthShield Partners LLC | 5,279 | $238K | 0.0% | -75.9% | 0.011% | |
5/9/2025 | Atria Wealth Solutions Inc. | 33,103 | $1.49M | 0.0% | -73.7% | 0.067% | |
5/9/2025 | Kickstand Ventures LLC. | 12,951 | $584K | 0.2% | -25.8% | 0.026% | |
5/9/2025 | Silver Coast Investments LLC | 69,098 | $3.11M | 1.2% | +2.2% | 0.139% | |
5/9/2025 | Clearstead Trust LLC | 1,200 | $54K | 0.0% | N/A | 0.002% | |
5/9/2025 | Sound Financial Strategies Group LLC | 28,757 | $1.30M | 1.2% | N/A | 0.058% | |
5/9/2025 | Haven Private LLC | 162,657 | $7.33M | 4.1% | +1.6% | 0.328% | |
5/9/2025 | Liberty Wealth Management LLC | 62,828 | $2.83M | 0.1% | -9.7% | 0.127% | |
5/9/2025 | PNC Financial Services Group Inc. | 396,142 | $17.85M | 0.0% | -12.2% | 0.799% | |
5/8/2025 | Moors & Cabot Inc. | 8,541 | $385K | 0.0% | -2.6% | 0.017% | |
5/8/2025 | US Bancorp DE | 744 | $34K | 0.0% | -99.0% | 0.002% | |
5/8/2025 | Elios Financial Group Inc. | 134,143 | $6.05M | 3.0% | +0.3% | 0.271% | |
5/8/2025 | Harbour Investments Inc. | 15,324 | $691K | 0.0% | -9.3% | 0.031% | |
5/7/2025 | Foundations Investment Advisors LLC | 11,177 | $504K | 0.0% | -93.6% | 0.023% | |
5/7/2025 | Werba Rubin Papier Wealth Management | 15,362 | $692K | 0.2% | +12.4% | 0.031% | |
5/7/2025 | LPL Financial LLC | 1,100,377 | $49.59M | 0.0% | -61.2% | 2.221% | |
5/7/2025 | First Heartland Consultants Inc. | 11,085 | $500K | 0.1% | -36.6% | 0.022% | |
5/7/2025 | Panoramic Investment Advisors LLC | 15,394 | $694K | 0.5% | +7.8% | 0.031% | |
5/6/2025 | Assetmark Inc. | 1,827 | $82K | 0.0% | -90.4% | 0.004% | |
5/6/2025 | Cetera Investment Advisers | 443,358 | $19.98M | 0.0% | -29.2% | 0.895% | |
5/6/2025 | Avantax Advisory Services Inc. | 23,603 | $1.06M | 0.0% | -66.0% | 0.048% | |
5/6/2025 | One Wealth Advisors LLC | 8,246 | $372K | 0.1% | -82.0% | 0.017% | |
5/6/2025 | Journey Strategic Wealth LLC | 7,503 | $338K | 0.0% | -84.1% | 0.015% | |
5/6/2025 | BG Investment Services Inc. | 56,415 | $2.54M | 2.7% | -36.5% | 0.114% | |
5/6/2025 | AE Wealth Management LLC | 20,744 | $935K | 0.0% | -87.0% | 0.042% | |
5/6/2025 | IMA Advisory Services Inc. | 26,474 | $1.19M | 0.1% | N/A | 0.053% | |
5/6/2025 | Strategic Financial Partners Ltd. | 12,511 | $564K | 0.3% | +116.6% | 0.025% | |
5/6/2025 | Quadrant Private Wealth Management LLC | 6,710 | $302K | 0.1% | -61.2% | 0.014% | |
5/6/2025 | Financial Partners Group Inc | 31,843 | $1.44M | 0.2% | -5.6% | 0.064% | |
5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 8,848 | $399K | 0.0% | -7.0% | 0.018% | |
5/6/2025 | Choreo LLC | 17,275 | $779K | 0.0% | -2.5% | 0.035% | |
5/6/2025 | PFG Advisors | 5,594 | $252K | 0.0% | -50.3% | 0.011% | |
5/5/2025 | Gries Financial LLC | 11,514 | $519K | 0.1% | -71.2% | 0.023% | |
5/5/2025 | Hazlett Burt & Watson Inc. | 920 | $43K | 0.0% | +77.3% | 0.002% | |
5/5/2025 | West Wealth Group LLC | 5,976 | $270K | 0.1% | -92.0% | 0.012% | |
5/5/2025 | Midwest Capital Advisors LLC | 6,896 | $311K | 0.2% | -78.7% | 0.014% | |
5/5/2025 | J.W. Cole Advisors Inc. | 44,655 | $2.01M | 0.1% | +57.7% | 0.090% | |
5/5/2025 | IFP Advisors Inc | 31,465 | $1.42M | 0.0% | -1.0% | 0.064% | |
5/5/2025 | Private Advisor Group LLC | 16,467 | $742K | 0.0% | -67.0% | 0.033% | |
5/5/2025 | EQ LLC | 29,355 | $1.32M | 0.6% | -7.9% | 0.059% | |
5/5/2025 | Diversify Advisory Services LLC | 17,604 | $799K | 0.1% | -38.3% | 0.036% | |
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5/2/2025 | Patton Albertson Miller Group LLC | 67,662 | $3.05M | 0.5% | -5.2% | 0.133% | |
5/2/2025 | Kingsview Wealth Management LLC | 4,442 | $200K | 0.0% | N/A | 0.009% | |
5/2/2025 | Graypoint LLC | 19,570 | $882K | 0.1% | -7.6% | 0.039% | |
5/2/2025 | Mayflower Financial Advisors LLC | 5,182 | $234K | 0.0% | -75.6% | 0.010% | |
5/2/2025 | Sumitomo Life Insurance Co. | 123,700 | $5.58M | 0.2% | +1,527.6% | 0.250% | |
5/2/2025 | Apollon Wealth Management LLC | 13,685 | $617K | 0.0% | -39.5% | 0.028% | |
5/2/2025 | Sigma Planning Corp | 9,669 | $436K | 0.0% | -35.5% | 0.020% | |
5/1/2025 | CWM LLC | 92,142 | $4.15M | 0.0% | -89.6% | 0.186% | |
5/1/2025 | Northwest Capital Management Inc | 37,629 | $1.70M | 0.7% | -37.7% | 0.076% | |
5/1/2025 | Lane & Associates LLC | 6,527 | $294K | 0.2% | -68.4% | 0.013% | |