5/22/2025 | Rollins Financial Advisors LLC | 89,242 | $4.54M | 0.8% | +12.0% | 0.141% | |
5/22/2025 | WBI Investments LLC | 6,495 | $330K | 0.1% | N/A | 0.010% | |
5/21/2025 | Geneos Wealth Management Inc. | 2,965 | $151K | 0.0% | +725.9% | 0.005% | |
5/20/2025 | Belpointe Asset Management LLC | 56,432 | $2.87M | 0.1% | -3.5% | 0.089% | |
5/20/2025 | Focus Partners Wealth | 242,516 | $12.34M | 0.0% | +0.7% | 0.383% | |
5/20/2025 | Integrity Alliance LLC. | 187,958 | $9.56M | 0.4% | +30.8% | 0.297% | |
5/19/2025 | Jane Street Group LLC | 14,760 | $751K | 0.0% | -84.3% | 0.023% | |
5/16/2025 | Semmax Financial Advisors Inc. | 167,746 | $8.52M | 2.3% | +7.9% | 0.265% | |
5/16/2025 | Jones Financial Companies Lllp | 109,819 | $5.59M | 0.0% | N/A | 0.173% | |
5/16/2025 | NewEdge Advisors LLC | 341,718 | $17.38M | 0.1% | +112.7% | 0.540% | |
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5/16/2025 | Integrated Wealth Concepts LLC | 4,991 | $254K | 0.0% | -15.0% | 0.008% | |
5/16/2025 | Clark Capital Management Group Inc. | 11,220 | $571K | 0.0% | -93.2% | 0.018% | |
5/15/2025 | EP Wealth Advisors LLC | 6,683 | $340K | 0.0% | -23.2% | 0.011% | |
5/15/2025 | Core Wealth Advisors Inc. | 17,158 | $873K | 0.3% | +2.5% | 0.027% | |
5/15/2025 | Royal Bank of Canada | 567,649 | $28.88M | 0.0% | +32.0% | 0.897% | |
5/15/2025 | MAI Capital Management | 42,182 | $2.15M | 0.0% | -11.9% | 0.067% | |
5/15/2025 | Baird Financial Group Inc. | 46,238 | $2.35M | 0.0% | +0.7% | 0.073% | |
5/14/2025 | Comerica Bank | 8,804 | $448K | 0.0% | -60.5% | 0.014% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 4,482 | $228K | 0.1% | N/A | 0.007% | |
5/14/2025 | Synovus Financial Corp | 4,067 | $207K | 0.0% | N/A | 0.006% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 135,223 | $6.88M | 0.0% | +13.7% | 0.214% | |
5/14/2025 | Van Hulzen Asset Management LLC | 79,777 | $4.06M | 0.4% | +6.9% | 0.126% | |
5/14/2025 | Kestra Advisory Services LLC | 63,914 | $3.25M | 0.0% | -69.5% | 0.101% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 48,484 | $2.47M | 0.3% | +8.0% | 0.077% | |
5/14/2025 | Ameriprise Financial Inc. | 750,979 | $38.14M | 0.0% | +40.6% | 1.186% | |
5/14/2025 | Summit Financial LLC | 718,511 | $36.55M | 1.0% | N/A | 1.135% | |
5/14/2025 | GM Advisory Group LLC | 7,507 | $382K | 0.0% | N/A | 0.012% | |
5/14/2025 | Capital Analysts LLC | 13,316 | $677K | 0.0% | -1.6% | 0.021% | |
5/14/2025 | First Wilshire Securities Management Inc. | 4,614 | $235K | 0.1% | -12.3% | 0.007% | |
5/13/2025 | Raymond James Financial Inc. | 1,341,153 | $68.22M | 0.0% | +0.8% | 2.119% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 18,689 | $951K | 0.0% | -69.0% | 0.030% | |
5/13/2025 | Infinity Wealth Counsel LLC | 43,980 | $2.24M | 2.4% | -3.5% | 0.069% | |
5/13/2025 | HighTower Advisors LLC | 193,844 | $9.86M | 0.0% | -14.7% | 0.306% | |
5/12/2025 | Astor Investment Management LLC | 55,493 | $2.82M | 1.5% | +183.5% | 0.088% | |
5/12/2025 | Darrow Company Inc. | 13,287 | $676K | 0.4% | +10.4% | 0.021% | |
5/12/2025 | Townsquare Capital LLC | 14,838 | $755K | 0.0% | +28.2% | 0.023% | |
5/12/2025 | National Bank of Canada FI | 19,995 | $1.02M | 0.0% | -4.5% | 0.032% | |
5/12/2025 | AlphaCore Capital LLC | 45,932 | $2.34M | 0.2% | N/A | 0.073% | |
5/12/2025 | WBH Advisory Inc. | 149,223 | $7.59M | 0.7% | +7.6% | 0.236% | |
5/12/2025 | WealthPlan Investment Management LLC | 30,135 | $1.53M | 0.2% | -6.1% | 0.048% | |
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5/12/2025 | Red Crane Wealth Management LLC | 103,017 | $5.24M | 5.0% | -7.4% | 0.163% | |
5/9/2025 | Exencial Wealth Advisors LLC | 108,822 | $5.54M | 0.2% | -6.7% | 0.172% | |
5/9/2025 | Planning Alternatives Ltd. ADV | 21,997 | $1.12M | 0.2% | -11.5% | 0.035% | |
5/9/2025 | Legacy Capital Group California Inc. | 5,063 | $258K | 0.1% | N/A | 0.008% | |
5/9/2025 | Atria Wealth Solutions Inc. | 9,015 | $459K | 0.0% | -57.9% | 0.014% | |
5/9/2025 | Syntegra Private Wealth Group LLC | 13,692 | $696K | 0.1% | +3.0% | 0.022% | |
5/9/2025 | Cary Street Partners Financial LLC | 70,928 | $3.61M | 0.1% | +116.5% | 0.112% | |
5/9/2025 | Smithfield Trust Co | 24,307 | $1.24M | 0.1% | -15.0% | 0.038% | |
5/9/2025 | PNC Financial Services Group Inc. | 17,323 | $881K | 0.0% | +5.5% | 0.027% | |
5/8/2025 | IFG Advisory LLC | 5,579 | $284K | 0.0% | -77.7% | 0.009% | |
5/8/2025 | Clearwater Capital Advisors LLC | 2,613,800 | $132.96M | 12.8% | +2.4% | 4.129% | |
5/8/2025 | Shufro Rose & Co. LLC | 29,981 | $1.53M | 0.1% | +8.1% | 0.047% | |
5/8/2025 | Alexander Randolph Advisory Inc. | 294,753 | $14.99M | 14.7% | -2.8% | 0.466% | |
5/8/2025 | Harbour Investments Inc. | 6,368 | $324K | 0.0% | -7.2% | 0.010% | |
5/8/2025 | GS Investments Inc. | 7,965 | $405K | 0.2% | -5.9% | 0.013% | |
5/8/2025 | Arkadios Wealth Advisors | 14,262 | $726K | 0.0% | N/A | 0.023% | |
5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 9,389 | $478K | 0.0% | +56.4% | 0.015% | |
5/7/2025 | Financial Management Network Inc. | 111,926 | $5.66M | 1.2% | -2.8% | 0.177% | |
5/7/2025 | Werba Rubin Papier Wealth Management | 13,878 | $706K | 0.2% | +3.1% | 0.022% | |
5/7/2025 | Eagle Bluffs Wealth Management LLC | 15,118 | $769K | 0.4% | -6.1% | 0.024% | |
5/7/2025 | LPL Financial LLC | 2,392,108 | $121.69M | 0.0% | +9.0% | 3.779% | |
5/7/2025 | Keyvantage Wealth LLC | 20,288 | $1.03M | 0.5% | -64.5% | 0.032% | |
5/7/2025 | Integrated Investment Consultants LLC | 257,247 | $13.09M | 1.9% | +47.1% | 0.406% | |
5/7/2025 | Objective Capital Management LLC | 6,376 | $324K | 0.4% | +53.8% | 0.010% | |
5/7/2025 | Keystone Financial Group Inc. | 32,218 | $1.64M | 1.2% | +236.0% | 0.051% | |
5/7/2025 | Caliber Wealth Management LLC KS | 90,518 | $4.61M | 0.6% | N/A | 0.143% | |
5/6/2025 | Cetera Investment Advisers | 563,124 | $28.65M | 0.1% | +12.8% | 0.890% | |
5/6/2025 | Avantax Advisory Services Inc. | 240,305 | $12.22M | 0.1% | +19.0% | 0.380% | |
5/6/2025 | Brookwood Investment Group LLC | 211,549 | $10.76M | 1.8% | N/A | 0.334% | |
5/6/2025 | Kovack Advisors Inc. | 6,344 | $323K | 0.0% | -52.5% | 0.010% | |
5/6/2025 | Pinnacle Associates Ltd. | 11,017 | $560K | 0.0% | +41.8% | 0.017% | |
5/6/2025 | Summit Wealth Partners LLC | 8,764 | $446K | 0.1% | -5.6% | 0.014% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 16,196 | $824K | 0.4% | N/A | 0.026% | |
5/6/2025 | PFG Advisors | 17,010 | $865K | 0.0% | -20.4% | 0.027% | |
5/5/2025 | Kestra Private Wealth Services LLC | 6,432 | $327K | 0.0% | N/A | 0.010% | |
5/5/2025 | ETF Store Inc. | 8,701 | $443K | 0.5% | -12.9% | 0.014% | |
5/5/2025 | Members Advisory Group LLC | 326,250 | $16.60M | 6.9% | -8.7% | 0.514% | |
5/5/2025 | Private Advisor Group LLC | 177,815 | $9.05M | 0.1% | +450.2% | 0.280% | |
5/2/2025 | Patton Albertson Miller Group LLC | 4,703 | $239K | 0.0% | N/A | 0.007% | |
5/2/2025 | Kingsview Wealth Management LLC | 34,562 | $1.76M | 0.0% | +30.0% | 0.054% | |
5/2/2025 | Litman Gregory Wealth Management LLC | 11,614 | $591K | 0.1% | N/A | 0.018% | |
5/2/2025 | Mayflower Financial Advisors LLC | 5,097 | $259K | 0.0% | +21.4% | 0.008% | |
5/2/2025 | Windsor Capital Management LLC | 6,924 | $352K | 0.1% | -5.8% | 0.011% | |
5/2/2025 | Jacobson & Schmitt Advisors LLC | 103,614 | $5.27M | 1.1% | +4.5% | 0.163% | |
5/2/2025 | Fortress Wealth Management Inc. | 5,200 | $265K | 0.1% | -14.4% | 0.008% | |
5/2/2025 | Sigma Planning Corp | 65,908 | $3.35M | 0.1% | +2.8% | 0.104% | |
5/1/2025 | CWM LLC | 352,035 | $17.91M | 0.1% | -2.3% | 0.554% | |
5/1/2025 | Stephens Inc. AR | 8,835 | $449K | 0.0% | -52.7% | 0.014% | |
5/1/2025 | Realta Investment Advisors | 42,320 | $2.15M | 1.0% | -16.0% | 0.067% | |
5/1/2025 | Nikulski Financial Inc. | 6,535 | $332K | 0.1% | +20.6% | 0.010% | |
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5/1/2025 | Quest 10 Wealth Builders Inc. | 5,238 | $266K | 0.3% | -9.5% | 0.008% | |
5/1/2025 | Fifth Third Securities Inc. | 15,563 | $792K | 0.1% | +35.0% | 0.025% | |
4/30/2025 | Leavell Investment Management Inc. | 18,615 | $947K | 0.0% | +2.8% | 0.029% | |
4/30/2025 | Axxcess Wealth Management LLC | 141,383 | $7.19M | 0.2% | +16.7% | 0.223% | |
4/29/2025 | Apex Wealth Management LLC | 130,793 | $6.65M | 6.0% | +39.8% | 0.206% | |
4/29/2025 | Envestnet Asset Management Inc. | 619,499 | $31.51M | 0.0% | +36.1% | 0.976% | |
4/29/2025 | Ifrah Financial Services Inc. | 194,495 | $9.89M | 2.8% | +3.3% | 0.306% | |
4/29/2025 | Concurrent Investment Advisors LLC | 13,774 | $701K | 0.0% | +18.8% | 0.022% | |
4/29/2025 | DT Investment Partners LLC | 358,372 | $18.23M | 1.8% | N/A | 0.564% | |
4/29/2025 | Bank of New York Mellon Corp | 11,084 | $564K | 0.0% | +11.2% | 0.017% | |