8/27/2025 | Orion Porfolio Solutions LLC | 40,226 | $1.12M | 0.0% | -6.0% | 1.117% | |
8/20/2025 | Coppell Advisory Solutions LLC | 246,012 | $6.77M | 0.8% | +32.8% | 6.834% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 10,112 | $281K | 0.1% | +16.6% | 0.281% | |
8/15/2025 | Captrust Financial Advisors | 116,401 | $3.23M | 0.0% | -10.1% | 3.233% | |
8/15/2025 | Orion Porfolio Solutions LLC | 40,226 | $1.12M | 0.0% | -6.0% | 1.117% | |
8/15/2025 | Benjamin Edwards Inc. | 61,420 | $1.70M | 0.0% | +48.4% | 1.706% | |
8/14/2025 | Raymond James Financial Inc. | 66,822 | $1.85M | 0.0% | -21.8% | 1.856% | |
8/13/2025 | Flow Traders U.S. LLC | 21,805 | $605K | 0.0% | N/A | 0.606% | |
8/13/2025 | Gateway Wealth Partners LLC | 23,759 | $659K | 0.1% | -10.5% | 0.660% | |
8/13/2025 | First Trust Advisors LP | 157,092 | $4.36M | 0.0% | -1.0% | 4.364% | |
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8/12/2025 | Richmond Investment Services LLC | 19,298 | $536K | 0.1% | +100.1% | 0.536% | |
8/12/2025 | CreativeOne Wealth LLC | 54,917 | $1.52M | 0.0% | +5.9% | 1.525% | |
8/12/2025 | Maripau Wealth Management LLC | 8,170 | $226K | 0.1% | +11.5% | 0.227% | |
8/12/2025 | Global Retirement Partners LLC | 8,119 | $225K | 0.0% | N/A | 0.226% | |
8/8/2025 | Cetera Investment Advisers | 160,640 | $4.46M | 0.0% | -4.7% | 4.462% | |
8/7/2025 | PFG Advisors | 14,064 | $390K | 0.0% | -22.4% | 0.391% | |
8/6/2025 | AE Wealth Management LLC | 17,207 | $477K | 0.0% | -35.0% | 0.478% | |
8/4/2025 | Assetmark Inc. | 170,774 | $4.74M | 0.0% | +4.7% | 4.744% | |
8/4/2025 | World Investment Advisors | 13,871 | $385K | 0.0% | -53.5% | 0.385% | |
8/1/2025 | Envestnet Asset Management Inc. | 353,806 | $9.82M | 0.0% | +1.2% | 9.828% | |
7/30/2025 | TFB Advisors LLC | 16,370 | $454K | 0.1% | +25.3% | 0.455% | |
7/29/2025 | Balboa Wealth Partners | 17,080 | $474K | 0.1% | N/A | 0.474% | |
7/29/2025 | International Assets Investment Management LLC | 11,468 | $318K | 0.0% | N/A | 0.319% | |
7/28/2025 | RFG Advisory LLC | 60,237 | $1.67M | 0.0% | +631.7% | 1.673% | |
7/25/2025 | Atria Wealth Solutions Inc. | 12,229 | $339K | 0.0% | -56.6% | 0.340% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 19,149 | $531K | 0.0% | -45.2% | 0.532% | |
7/25/2025 | Apollon Wealth Management LLC | 7,287 | $202K | 0.0% | N/A | 0.202% | |
7/24/2025 | IFP Advisors Inc | 38,301 | $1.06M | 0.0% | -7.1% | 1.064% | |
7/22/2025 | Simplicity Wealth LLC | 96,386 | $2.68M | 0.1% | +138.4% | 2.677% | |
7/17/2025 | Janney Montgomery Scott LLC | 23,548 | $653K | 0.0% | +12.3% | 0.663% | |
7/14/2025 | Iams Wealth Management LLC | 19,638 | $545K | 0.3% | -8.9% | 0.553% | |
5/19/2025 | Jane Street Group LLC | 26,733 | $773K | 0.0% | +78.6% | 0.764% | |
5/16/2025 | Coppell Advisory Solutions LLC | 185,248 | $4.96M | 0.4% | +324.5% | 5.293% | |
5/16/2025 | Pinnacle Family Advisors LLC | 26,786 | $775K | 0.4% | +1.6% | 0.765% | |
5/15/2025 | Royal Bank of Canada | 17,119 | $495K | 0.0% | -15.6% | 0.489% | |
5/14/2025 | CreativeOne Wealth LLC | 51,878 | $1.50M | 0.0% | +7.5% | 1.482% | |
5/14/2025 | TFB Advisors LLC | 13,065 | $378K | 0.1% | +43.0% | 0.373% | |
5/12/2025 | Benjamin Edwards Inc. | 41,384 | $1.20M | 0.0% | +47.5% | 1.182% | |
5/9/2025 | Atria Wealth Solutions Inc. | 28,146 | $814K | 0.0% | -3.2% | 0.804% | |
5/7/2025 | LPL Financial LLC | 230,355 | $6.66M | 0.0% | +7.3% | 6.582% | |
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5/6/2025 | Assetmark Inc. | 163,135 | $4.72M | 0.0% | +28.5% | 4.661% | |
5/6/2025 | Cetera Investment Advisers | 168,533 | $4.87M | 0.0% | +22.5% | 4.815% | |
5/6/2025 | Avantax Advisory Services Inc. | 62,343 | $1.80M | 0.0% | -9.3% | 1.781% | |
5/6/2025 | AE Wealth Management LLC | 26,464 | $765K | 0.0% | -53.7% | 0.756% | |
5/6/2025 | Advisors Preferred LLC | 16,460 | $473K | 0.1% | N/A | 0.470% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 25,054 | $725K | 0.3% | +45.7% | 0.716% | |
5/6/2025 | PFG Advisors | 18,115 | $524K | 0.0% | -18.6% | 0.518% | |
5/5/2025 | IFP Advisors Inc | 41,244 | $1.19M | 0.0% | -6.1% | 1.178% | |
5/2/2025 | Lord & Richards Wealth Management LLC | 1,135 | $33K | 0.0% | N/A | 0.032% | |
5/1/2025 | Gateway Wealth Partners LLC | 26,544 | $768K | 0.2% | +19.5% | 0.758% | |
4/30/2025 | Allworth Financial LP | 2,419 | $65K | 0.0% | -39.1% | 0.069% | |
4/29/2025 | Envestnet Asset Management Inc. | 349,636 | $10.11M | 0.0% | -1.0% | 9.990% | |
4/29/2025 | Bank of New York Mellon Corp | 49,021 | $1.42M | 0.0% | -9.6% | 1.401% | |
4/29/2025 | World Investment Advisors | 29,842 | $863K | 0.0% | +78.6% | 0.853% | |
4/28/2025 | Mutual Advisors LLC | 7,675 | $205K | 0.0% | -22.9% | 0.219% | |
4/28/2025 | Rossby Financial LCC | 2,209 | $59K | 0.0% | N/A | 0.063% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 9,026 | $261K | 0.1% | -63.0% | 0.258% | |
4/22/2025 | Flagship Harbor Advisors LLC | 20,872 | $604K | 0.0% | N/A | 0.596% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 63,720 | $1.84M | 0.0% | +2.8% | 1.821% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 34,914 | $1.01M | 0.0% | -3.5% | 0.998% | |
4/17/2025 | Janney Montgomery Scott LLC | 20,976 | $607K | 0.0% | +46.2% | 0.608% | |
4/15/2025 | Focus Financial Network Inc. | 7,299 | $211K | 0.0% | -46.1% | 0.212% | |
4/15/2025 | Simplicity Wealth LLC | 40,437 | $1.17M | 0.1% | N/A | 1.172% | |
4/14/2025 | Park Avenue Securities LLC | 16,539 | $478K | 0.0% | +4.7% | 0.479% | |
4/11/2025 | Signal Advisors Wealth LLC | 9,186 | $266K | 0.0% | +15.9% | 0.266% | |
2/19/2025 | Richmond Investment Services LLC | 11,547 | $323K | 0.2% | N/A | 0.335% | |
2/17/2025 | Cetera Investment Advisers | 137,629 | $3.86M | 0.0% | +16.4% | 3.989% | |
2/17/2025 | Captrust Financial Advisors | 143,131 | $4.01M | 0.0% | -1.7% | 4.149% | |
2/17/2025 | Benjamin Edwards Inc. | 28,058 | $786K | 0.0% | +90.5% | 0.813% | |
2/14/2025 | Jane Street Group LLC | 14,968 | $419K | 0.0% | +14.4% | 0.434% | |
2/14/2025 | Coppell Advisory Solutions LLC | 43,637 | $1.22M | 0.2% | +45.6% | 1.265% | |
2/14/2025 | First Trust Advisors LP | 106,076 | $2.97M | 0.0% | +29.3% | 3.075% | |
2/14/2025 | GeoWealth Management LLC | 27,104 | $759K | 0.0% | -27.0% | 0.786% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 5,452 | $155K | 0.0% | +7.5% | 0.158% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 14,258 | $399K | 0.1% | N/A | 0.413% | |
2/13/2025 | CreativeOne Wealth LLC | 48,278 | $1.35M | 0.0% | +31.8% | 1.399% | |
2/13/2025 | Raymond James Financial Inc. | 84,379 | $2.36M | 0.0% | N/A | 2.446% | |
2/13/2025 | Envestnet Asset Management Inc. | 352,997 | $9.89M | 0.0% | +2.8% | 10.232% | |
2/12/2025 | World Investment Advisors | 16,711 | $468K | 0.0% | +17.1% | 0.484% | |
2/12/2025 | BlueChip Wealth Advisors LLC | 17,201 | $482K | 0.3% | -34.8% | 0.499% | |
2/12/2025 | Tucker Asset Management LLC | 2,508 | $70K | 0.0% | +54.1% | 0.073% | |
2/12/2025 | Orion Portfolio Solutions LLC | 43,385 | $1.22M | 0.0% | +4.8% | 1.258% | |
2/11/2025 | LPL Financial LLC | 214,734 | $6.02M | 0.0% | +11.8% | 6.224% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 36,182 | $1.01M | 0.0% | +4.7% | 1.049% | |
2/10/2025 | Commonwealth Equity Services LLC | 33,884 | $949K | 0.0% | -7.3% | 0.982% | |
2/10/2025 | 1776 Wealth LLC | 9,319 | $261K | 0.1% | -10.1% | 0.270% | |
2/10/2025 | Avantax Advisory Services Inc. | 68,722 | $1.93M | 0.0% | -16.3% | 1.992% | |
2/7/2025 | PFG Advisors | 22,264 | $624K | 0.0% | +81.2% | 0.645% | |
2/6/2025 | Raymond James Financial Inc. | 84,379 | $2.36M | 0.0% | N/A | 2.446% | |
2/6/2025 | Atria Investments Inc | 11,120 | $311K | 0.0% | -38.2% | 0.322% | |
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2/6/2025 | Assetmark Inc. | 126,933 | $3.56M | 0.0% | +9.6% | 3.679% | |
2/5/2025 | Maripau Wealth Management LLC | 7,591 | $213K | 0.1% | N/A | 0.220% | |
2/4/2025 | Bank of New York Mellon Corp | 54,238 | $1.52M | 0.0% | -20.3% | 1.572% | |
2/4/2025 | IFP Advisors Inc | 43,900 | $1.23M | 0.0% | +24.9% | 1.272% | |
1/31/2025 | Global Retirement Partners LLC | 8,647 | $242K | 0.0% | -6.7% | 0.251% | |
1/31/2025 | Atria Wealth Solutions Inc. | 29,064 | $814K | 0.0% | -30.9% | 0.842% | |
1/30/2025 | Allworth Financial LP | 3,969 | $113K | 0.0% | -53.7% | 0.115% | |
1/30/2025 | Walkner Condon Financial Advisors LLC | 24,410 | $684K | 0.1% | -13.2% | 0.708% | |
1/29/2025 | TFB Advisors LLC | 9,136 | $256K | 0.1% | +26.3% | 0.265% | |
1/29/2025 | Authentikos Wealth Advisory LLC | 109,937 | $3.08M | 3.0% | -2.9% | 3.187% | |