7/1/2025 | Legacy Wealth Management LLC MS | 10,130 | $198K | 0.1% | -26.2% | 0.005% | |
7/1/2025 | Harbor Investment Advisory LLC | 1,460 | $28K | 0.0% | +192.0% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 178,175 | $3.47M | 0.1% | +27.6% | 0.082% | |
5/20/2025 | Belpointe Asset Management LLC | 10,504 | $205K | 0.0% | -20.1% | 0.005% | |
5/20/2025 | Focus Partners Wealth | 1,372,366 | $26.73M | 0.1% | -0.4% | 0.633% | |
5/20/2025 | Anchor Investment Management LLC | 992,493 | $19.33M | 1.8% | +1.7% | 0.458% | |
5/20/2025 | Aspen Investment Management Inc | 113,485 | $2.21M | 1.0% | +3.9% | 0.052% | |
5/19/2025 | Jane Street Group LLC | 69,339 | $1.35M | 0.0% | -73.1% | 0.032% | |
5/16/2025 | Arete Wealth Advisors LLC | 27,204 | $530K | 0.0% | -5.0% | 0.013% | |
5/16/2025 | Goldman Sachs Group Inc. | 137,858 | $2.69M | 0.0% | N/A | 0.063% | |
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5/16/2025 | Jones Financial Companies Lllp | 3,769 | $73K | 0.0% | -97.4% | 0.002% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 42,729 | $832K | 0.6% | N/A | 0.020% | |
5/16/2025 | Redwood Financial Network Corp | 96,504 | $1.88M | 1.4% | +1.8% | 0.045% | |
5/16/2025 | NewEdge Advisors LLC | 674,278 | $13.14M | 0.1% | +15.5% | 0.313% | |
5/16/2025 | Integrated Wealth Concepts LLC | 369,642 | $7.20M | 0.1% | +7.4% | 0.171% | |
5/16/2025 | Ancora Advisors LLC | 24,343 | $474K | 0.0% | +26.8% | 0.011% | |
5/15/2025 | EP Wealth Advisors LLC | 280,446 | $5.46M | 0.0% | -1.6% | 0.129% | |
5/15/2025 | Royal Bank of Canada | 1,310,829 | $25.54M | 0.0% | +7.8% | 0.604% | |
5/15/2025 | MAI Capital Management | 2,634,569 | $51.32M | 0.4% | +8.0% | 1.215% | |
5/15/2025 | Insight Wealth Partners LLC | 45,151 | $880K | 0.1% | +8.6% | 0.021% | |
5/15/2025 | Baird Financial Group Inc. | 790,890 | $15.41M | 0.0% | +33.0% | 0.365% | |
5/15/2025 | OLD Mission Capital LLC | 43,083 | $839K | 0.0% | N/A | 0.020% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 44,382 | $865K | 0.6% | +21.0% | 0.020% | |
5/15/2025 | Hanover Advisors Inc. | 63,938 | $1.25M | 0.5% | -6.4% | 0.029% | |
5/15/2025 | Monterey Private Wealth Inc. | 34,620 | $674K | 0.2% | +40.2% | 0.016% | |
5/14/2025 | Ieq Capital LLC | 25,685 | $500K | 0.0% | N/A | 0.012% | |
5/14/2025 | Orion Capital Management LLC | 2,698 | $53K | 0.0% | N/A | 0.001% | |
5/14/2025 | Jane Street Group LLC | 1,021,939 | $19.91M | 0.0% | +296.0% | 0.471% | |
5/14/2025 | Comerica Bank | 66,814 | $1.30M | 0.0% | +20.7% | 0.031% | |
5/14/2025 | Freedom Investment Management Inc. | 56,696 | $1.10M | 0.1% | +5.4% | 0.026% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 36,098 | $703K | 0.2% | +1.7% | 0.017% | |
5/14/2025 | Synovus Financial Corp | 14,256 | $278K | 0.0% | N/A | 0.007% | |
5/14/2025 | Oliver Luxxe Assets LLC | 79,006 | $1.54M | 0.3% | -13.4% | 0.036% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 438,363 | $8.54M | 0.0% | +5.7% | 0.202% | |
5/14/2025 | Kestra Advisory Services LLC | 445,764 | $8.68M | 0.0% | -5.4% | 0.206% | |
5/14/2025 | Compound Planning Inc. | 31,857 | $621K | 0.0% | -21.0% | 0.015% | |
5/14/2025 | Hobbs Group Advisors LLC | 71,535 | $1.39M | 0.5% | +1.7% | 0.033% | |
5/14/2025 | CW Advisors LLC | 38,216 | $744K | 0.0% | N/A | 0.018% | |
5/14/2025 | Flow Traders U.S. LLC | 102,424 | $2.00M | 0.1% | +2.2% | 0.047% | |
5/14/2025 | Capital Analysts LLC | 66,197 | $1.29M | 0.0% | +30.3% | 0.031% | |
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5/14/2025 | Colonial Trust Advisors | 216,980 | $4.23M | 0.4% | +8.3% | 0.100% | |
5/13/2025 | Aptus Capital Advisors LLC | 94,956 | $1.85M | 0.0% | -3.9% | 0.044% | |
5/13/2025 | Seek First Inc. | 10,824 | $211K | 0.2% | N/A | 0.005% | |
5/13/2025 | Tyler Stone Wealth Management | 23,428 | $456K | 0.1% | N/A | 0.011% | |
5/13/2025 | Raymond James Financial Inc. | 4,318,703 | $84.13M | 0.0% | -19.3% | 1.991% | |
5/13/2025 | Oder Investment Management LLC | 105,127 | $2.05M | 1.7% | +8.8% | 0.048% | |
5/13/2025 | Redmond Asset Management LLC | 64,120 | $1.25M | 0.3% | +16.0% | 0.030% | |
5/13/2025 | Howard Wealth Management LLC | 245,454 | $4.78M | 2.7% | -1.1% | 0.113% | |
5/13/2025 | FCA Corp TX | 352,312 | $6.86M | 2.2% | +3.5% | 0.162% | |
5/13/2025 | Cookson Peirce & Co. Inc. | 508,351 | $9.90M | 0.5% | -2.6% | 0.234% | |
5/13/2025 | NFP Retirement Inc. | 26,508 | $516K | 0.0% | +12.9% | 0.012% | |
5/13/2025 | Infinity Wealth Counsel LLC | 174,462 | $3.40M | 3.7% | +0.6% | 0.080% | |
5/13/2025 | Tlwm | 1,557,593 | $30.34M | 6.1% | +2.2% | 0.718% | |
5/13/2025 | HighTower Advisors LLC | 360,475 | $7.02M | 0.0% | +4.5% | 0.166% | |
5/12/2025 | Motley Fool Wealth Management LLC | 413,495 | $8.06M | 0.5% | -69.5% | 0.191% | |
5/12/2025 | Invesco Ltd. | 2,580,332 | $50.27M | 0.0% | +11.8% | 1.190% | |
5/12/2025 | Berger Financial Group Inc | 192,665 | $3.75M | 0.3% | -3.9% | 0.089% | |
5/12/2025 | Benjamin Edwards Inc. | 194,030 | $3.78M | 0.1% | +1.2% | 0.089% | |
5/12/2025 | Koss Olinger Consulting LLC | 48,717 | $949K | 0.1% | +1.5% | 0.022% | |
5/12/2025 | Morton Community Bank | 277,530 | $5.41M | 1.4% | +5.4% | 0.128% | |
5/12/2025 | Savvy Advisors Inc. | 15,711 | $306K | 0.0% | +23.1% | 0.007% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 15,833 | $308K | 0.1% | N/A | 0.007% | |
5/9/2025 | Blue Barn Wealth LLC | 146,566 | $2.86M | 1.5% | +13.9% | 0.068% | |
5/9/2025 | Nicholas Hoffman & Company LLC. | 12,545 | $244K | 0.0% | +25.4% | 0.006% | |
5/9/2025 | Atria Wealth Solutions Inc. | 321,854 | $6.27M | 0.1% | +21.0% | 0.148% | |
5/9/2025 | Kickstand Ventures LLC. | 635,298 | $12.38M | 3.2% | -6.1% | 0.293% | |
5/9/2025 | Gill Capital Partners LLC | 262,736 | $5.12M | 1.8% | -43.6% | 0.121% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,105,878 | $21.54M | 0.0% | +53.5% | 0.510% | |
5/9/2025 | Delta Financial Group Inc. | 19,101 | $372K | 0.1% | -3.5% | 0.009% | |
5/9/2025 | PNC Financial Services Group Inc. | 8,432 | $164K | 0.0% | +29.7% | 0.004% | |
5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 49,220 | $959K | 0.3% | +34.8% | 0.023% | |
5/8/2025 | MONECO Advisors LLC | 970,919 | $18.91M | 1.9% | +41.9% | 0.448% | |
5/8/2025 | ProVise Management Group LLC | 198,791 | $3.87M | 0.3% | -0.8% | 0.092% | |
5/8/2025 | Certified Advisory Corp | 39,615 | $772K | 0.1% | +77.5% | 0.018% | |
5/8/2025 | US Bancorp DE | 103,450 | $2.02M | 0.0% | +678.2% | 0.048% | |
5/8/2025 | Shufro Rose & Co. LLC | 1,241,228 | $24.18M | 1.9% | -17.7% | 0.572% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 166,880 | $3.25M | 0.1% | +3.5% | 0.077% | |
5/8/2025 | Harbour Investments Inc. | 57,518 | $1.12M | 0.0% | +9.5% | 0.027% | |
5/8/2025 | Cordatus Wealth Management LLC | 15,743 | $307K | 0.1% | N/A | 0.007% | |
5/8/2025 | RVW Wealth LLC | 32,763 | $638K | 0.1% | -7.4% | 0.015% | |
5/8/2025 | Davis R M Inc. | 1,271,156 | $24.76M | 0.5% | +6.3% | 0.586% | |
5/8/2025 | Dearborn Partners LLC | 20,409 | $398K | 0.0% | -4.0% | 0.009% | |
5/8/2025 | Arkadios Wealth Advisors | 34,743 | $677K | 0.0% | +51.1% | 0.016% | |
5/8/2025 | Eastern Bank | 70,746 | $1.38M | 0.0% | -70.4% | 0.033% | |
5/8/2025 | Geneos Wealth Management Inc. | 193,702 | $3.77M | 0.1% | +38.7% | 0.089% | |
5/7/2025 | LPL Financial LLC | 6,315,559 | $123.03M | 0.0% | +12.4% | 2.912% | |
5/7/2025 | GLOBALT Investments LLC GA | 41,657 | $811K | 0.0% | -9.4% | 0.019% | |
5/7/2025 | Trilogy Capital Inc. | 243,375 | $4.74M | 0.2% | +5.1% | 0.112% | |
5/6/2025 | Cetera Investment Advisers | 303,781 | $5.92M | 0.0% | +111.9% | 0.140% | |
5/6/2025 | Avantax Advisory Services Inc. | 223,358 | $4.35M | 0.0% | -6.5% | 0.103% | |
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5/6/2025 | Sunbeam Capital Management LLC | 135,519 | $2.64M | 2.5% | +3.1% | 0.062% | |
5/6/2025 | SFE Investment Counsel | 204,715 | $3.99M | 0.8% | +6.2% | 0.094% | |
5/6/2025 | Carnegie Investment Counsel | 259,167 | $5.04M | 0.1% | -0.2% | 0.119% | |
5/6/2025 | Goepper Burkhardt LLC | 499,150 | $9.72M | 3.9% | +3.6% | 0.230% | |
5/6/2025 | Roundview Capital LLC | 56,506 | $1.10M | 0.1% | +136.3% | 0.026% | |
5/6/2025 | Old Port Advisors | 195,875 | $3.82M | 1.1% | -2.3% | 0.090% | |
5/6/2025 | Proficio Capital Partners LLC | 53,525 | $1.04M | 0.1% | +1.0% | 0.025% | |
5/5/2025 | Genesis Wealth Advisors LLC | 97,994 | $1.91M | 1.5% | -41.8% | 0.045% | |
5/5/2025 | Carmel Capital Partners LLC | 281,707 | $5.49M | 2.2% | +7.1% | 0.130% | |
5/5/2025 | Souders Financial Advisors | 241,045 | $4.70M | 0.7% | +10.6% | 0.111% | |