8/4/2025 | Atria Investments Inc | 50,108 | $3.45M | 0.0% | -4.7% | 0.631% | |
8/4/2025 | Assetmark Inc. | 149,046 | $10.25M | 0.0% | +13.1% | 1.877% | |
8/4/2025 | Arkadios Wealth Advisors | 8,486 | $584K | 0.0% | -12.3% | 0.107% | |
8/4/2025 | Waterfront Wealth Inc. | 10,640 | $732K | 0.2% | -4.1% | 0.134% | |
8/1/2025 | Envestnet Asset Management Inc. | 424,243 | $29.17M | 0.0% | -2.1% | 5.343% | |
7/29/2025 | Chicago Partners Investment Group LLC | 3,502 | $251K | 0.0% | -4.6% | 0.045% | |
7/29/2025 | Stratos Wealth Partners LTD. | 10,158 | $698K | 0.0% | -2.3% | 0.130% | |
7/28/2025 | Harbour Investments Inc. | 8,857 | $609K | 0.0% | +6.7% | 0.113% | |
7/25/2025 | Atria Wealth Solutions Inc. | 6,139 | $422K | 0.0% | -77.1% | 0.078% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 11,140 | $766K | 0.0% | -65.8% | 0.142% | |
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7/25/2025 | CWM LLC | 40,521 | $2.79M | 0.0% | +111.5% | 0.517% | |
7/24/2025 | IFP Advisors Inc | 41,417 | $2.85M | 0.1% | -2.6% | 0.528% | |
7/23/2025 | TPG Financial Advisors LLC | 58,659 | $4.03M | 1.6% | +0.7% | 0.748% | |
7/21/2025 | Hilltop National Bank | 1,450 | $100K | 0.0% | N/A | 0.018% | |
7/18/2025 | Truist Financial Corp | 34,311 | $2.36M | 0.0% | -5.4% | 0.438% | |
7/17/2025 | Mainsail Financial Group LLC | 80,716 | $5.52M | 2.6% | +0.7% | 1.030% | |
7/17/2025 | Janney Montgomery Scott LLC | 31,694 | $2.18M | 0.0% | -3.4% | 0.404% | |
7/15/2025 | Traction Financial Partners LLC | 7,456 | $513K | 0.3% | N/A | 0.095% | |
7/15/2025 | LVZ Inc. | 33,250 | $2.29M | 0.3% | -1.0% | 0.424% | |
7/14/2025 | Iams Wealth Management LLC | 20,606 | $1.42M | 0.7% | -9.1% | 0.263% | |
7/14/2025 | Flagstar Advisors Inc. | 11,122 | $765K | 0.2% | -3.2% | 0.142% | |
7/14/2025 | Park Avenue Securities LLC | 24,316 | $1.67M | 0.0% | N/A | 0.310% | |
7/11/2025 | Farther Finance Advisors LLC | 27,385 | $1.88M | 0.0% | +2,548.5% | 0.349% | |
7/11/2025 | Silver Oak Securities Incorporated | 15,661 | $1.08M | 0.1% | +1.3% | 0.200% | |
7/9/2025 | Towerpoint Wealth LLC | 29,051 | $2.00M | 0.9% | +3.5% | 0.383% | |
7/2/2025 | HBW Advisory Services LLC | 6,658 | $458K | 0.1% | -2.4% | 0.092% | |
5/19/2025 | Jane Street Group LLC | 16,542 | $964K | 0.0% | +293.3% | 0.224% | |
5/16/2025 | Coppell Advisory Solutions LLC | 50,320 | $3.08M | 0.2% | -50.6% | 0.695% | |
5/16/2025 | Jones Financial Companies Lllp | 91,626 | $5.34M | 0.0% | +24,464.6% | 1.266% | |
5/15/2025 | Royal Bank of Canada | 199,663 | $11.63M | 0.0% | -7.7% | 2.758% | |
5/14/2025 | Comerica Bank | 15,156 | $883K | 0.0% | +1.6% | 0.209% | |
5/14/2025 | Kestra Advisory Services LLC | 13,565 | $790K | 0.0% | -20.5% | 0.187% | |
5/14/2025 | Flow Traders U.S. LLC | 18,688 | $1.09M | 0.0% | N/A | 0.258% | |
5/13/2025 | SFI Advisors LLC | 16,636 | $969K | 0.7% | -1.9% | 0.230% | |
5/13/2025 | Raymond James Financial Inc. | 273,070 | $15.91M | 0.0% | +17.3% | 3.772% | |
5/12/2025 | Benjamin Edwards Inc. | 35,843 | $2.09M | 0.0% | -52.2% | 0.495% | |
5/9/2025 | Chicago Partners Investment Group LLC | 3,669 | $228K | 0.0% | N/A | 0.051% | |
5/9/2025 | Atria Wealth Solutions Inc. | 26,781 | $1.56M | 0.0% | -6.6% | 0.370% | |
5/9/2025 | L & S Advisors Inc | 28,047 | $1.63M | 0.2% | +5.3% | 0.387% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 30,798 | $1.79M | 0.7% | -8.0% | 0.425% | |
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5/8/2025 | Arkadios Wealth Advisors | 9,675 | $564K | 0.0% | +2.2% | 0.134% | |
5/7/2025 | LPL Financial LLC | 529,294 | $30.83M | 0.0% | +11.2% | 7.311% | |
5/6/2025 | Assetmark Inc. | 131,815 | $7.68M | 0.0% | -8.0% | 1.821% | |
5/6/2025 | Cetera Investment Advisers | 178,087 | $10.37M | 0.0% | +14.4% | 2.460% | |
5/6/2025 | Avantax Advisory Services Inc. | 45,886 | $2.67M | 0.0% | -9.2% | 0.634% | |
5/6/2025 | Brookwood Investment Group LLC | 7,364 | $429K | 0.1% | N/A | 0.102% | |
5/6/2025 | AE Wealth Management LLC | 57,991 | $3.38M | 0.0% | -6.8% | 0.801% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 5,763 | $336K | 0.2% | +37.3% | 0.080% | |
5/6/2025 | PFG Advisors | 16,041 | $934K | 0.1% | -22.9% | 0.222% | |
5/5/2025 | IFP Advisors Inc | 42,515 | $2.48M | 0.1% | -7.1% | 0.587% | |
5/5/2025 | OneAscent Financial Services LLC | 27,539 | $1.60M | 0.1% | -2.8% | 0.380% | |
5/5/2025 | Private Advisor Group LLC | 17,883 | $1.04M | 0.0% | -1.0% | 0.247% | |
5/2/2025 | Kingsview Wealth Management LLC | 160,325 | $9.34M | 0.2% | -12.3% | 2.214% | |
5/2/2025 | Larson Financial Group LLC | 2,448 | $143K | 0.0% | -7.9% | 0.034% | |
5/2/2025 | Apollon Wealth Management LLC | 5,605 | $327K | 0.0% | +5.2% | 0.077% | |
5/2/2025 | Sigma Planning Corp | 5,707 | $332K | 0.0% | N/A | 0.079% | |
5/1/2025 | CWM LLC | 19,162 | $1.12M | 0.0% | -5.3% | 0.265% | |
5/1/2025 | Gateway Wealth Partners LLC | 34,515 | $2.01M | 0.5% | +20.2% | 0.477% | |
4/30/2025 | Stratos Wealth Partners LTD. | 10,395 | $606K | 0.0% | -22.9% | 0.144% | |
4/29/2025 | Envestnet Asset Management Inc. | 433,275 | $25.24M | 0.0% | -7.5% | 5.984% | |
4/29/2025 | Bank of New York Mellon Corp | 48,759 | $2.84M | 0.0% | -12.7% | 0.673% | |
4/28/2025 | D.A. Davidson & CO. | 17,922 | $1.04M | 0.0% | -1.2% | 0.248% | |
4/28/2025 | Rossby Financial LCC | 1,416 | $86K | 0.0% | N/A | 0.020% | |
4/28/2025 | ABLE Financial Group LLC | 7,369 | $429K | 0.1% | -2.6% | 0.102% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 112,770 | $6.57M | 0.0% | +15.6% | 1.558% | |
4/22/2025 | LVZ Inc. | 33,570 | $1.96M | 0.3% | +8.8% | 0.464% | |
4/22/2025 | Synergy Asset Management LLC | 43,680 | $2.54M | 0.3% | N/A | 0.603% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 32,526 | $1.90M | 0.0% | -6.0% | 0.449% | |
4/17/2025 | Janney Montgomery Scott LLC | 32,813 | $1.91M | 0.0% | +0.9% | 0.453% | |
4/16/2025 | TPG Financial Advisors LLC | 58,277 | $3.40M | 1.5% | +2.2% | 0.805% | |
4/15/2025 | Mainsail Financial Group LLC | 80,135 | $4.67M | 2.6% | +4.4% | 1.107% | |
4/15/2025 | GAMMA Investing LLC | 1,783 | $104K | 0.0% | -18.1% | 0.025% | |
4/14/2025 | Farther Finance Advisors LLC | 1,034 | $60K | 0.0% | +55.5% | 0.014% | |
4/9/2025 | RFG Advisory LLC | 6,473 | $377K | 0.0% | +12.7% | 0.088% | |
4/9/2025 | HBW Advisory Services LLC | 6,825 | $398K | 0.1% | -28.2% | 0.093% | |
4/9/2025 | Flagstar Advisors Inc. | 11,490 | $669K | 0.2% | +5.9% | 0.157% | |
4/9/2025 | Towerpoint Wealth LLC | 28,056 | $1.63M | 0.8% | +1.2% | 0.382% | |
4/9/2025 | NBC Securities Inc. | 10,347 | $602K | 0.1% | +93,963.6% | 0.141% | |
4/7/2025 | GAMMA Investing LLC | 103,860 | $6.05M | 0.0% | +4,670.8% | 1.415% | |
2/27/2025 | REAP Financial Group LLC | 2,005 | $108K | 0.0% | -27.7% | 0.028% | |
2/27/2025 | ABLE Financial Group LLC | 7,565 | $409K | 0.1% | -2.3% | 0.106% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 5,767 | $312K | 0.0% | -9.5% | 0.081% | |
2/18/2025 | GTS Securities LLC | 17,257 | $933K | 0.0% | +12.5% | 0.242% | |
2/17/2025 | Snowden Capital Advisors LLC | 33,230 | $1.80M | 0.1% | +0.7% | 0.465% | |
2/17/2025 | Cetera Investment Advisers | 155,616 | $8.42M | 0.0% | +8.9% | 2.179% | |
2/17/2025 | Captrust Financial Advisors | 13,256 | $717K | 0.0% | -7.8% | 0.186% | |
2/17/2025 | Baird Financial Group Inc. | 4,146 | $224K | 0.0% | N/A | 0.058% | |
2/17/2025 | Bank of America Corp DE | 56,538 | $3.06M | 0.0% | N/A | 0.792% | |
2/17/2025 | Benjamin Edwards Inc. | 74,914 | $4.05M | 0.1% | +1.7% | 1.049% | |
2/14/2025 | Jane Street Group LLC | 4,206 | $227K | 0.0% | -89.0% | 0.059% | |
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2/14/2025 | Comerica Bank | 14,917 | $807K | 0.0% | -22.4% | 0.209% | |
2/14/2025 | Coppell Advisory Solutions LLC | 101,910 | $5.51M | 0.8% | +11.3% | 1.427% | |
2/14/2025 | Stifel Financial Corp | 56,860 | $3.08M | 0.0% | -13.8% | 0.796% | |
2/14/2025 | First Trust Advisors LP | 13,107 | $709K | 0.0% | +1.9% | 0.184% | |
2/14/2025 | GeoWealth Management LLC | 2,970 | $161K | 0.0% | -71.1% | 0.042% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 8,329 | $462K | 0.0% | +3.7% | 0.117% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 7,247 | $391K | 0.1% | N/A | 0.101% | |
2/13/2025 | Envestnet Asset Management Inc. | 468,220 | $25.32M | 0.0% | +0.6% | 6.558% | |
2/13/2025 | Wells Fargo & Company MN | 278,565 | $15.07M | 0.0% | -22.6% | 3.901% | |
2/12/2025 | OneAscent Financial Services LLC | 28,343 | $1.53M | 0.1% | N/A | 0.397% | |