8/27/2025 | Orion Porfolio Solutions LLC | 27,594 | $1.32M | 0.0% | -10.5% | 0.445% | |
8/20/2025 | Coppell Advisory Solutions LLC | 63,242 | $3.00M | 0.4% | +9.8% | 1.020% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 7,208 | $345K | 0.1% | +8.7% | 0.116% | |
8/15/2025 | Orion Porfolio Solutions LLC | 27,594 | $1.32M | 0.0% | -10.5% | 0.445% | |
8/15/2025 | MML Investors Services LLC | 48,865 | $2.34M | 0.0% | +41.6% | 0.788% | |
8/15/2025 | Benjamin Edwards Inc. | 38,663 | $1.85M | 0.0% | +20.8% | 0.624% | |
8/15/2025 | Bank of America Corp DE | 71,126 | $3.40M | 0.0% | +125.7% | 1.147% | |
8/14/2025 | NewEdge Advisors LLC | 1,075 | $51K | 0.0% | N/A | 0.017% | |
8/13/2025 | StoneX Group Inc. | 4,913 | $235K | 0.0% | -5.6% | 0.079% | |
8/13/2025 | Flow Traders U.S. LLC | 17,860 | $854K | 0.0% | N/A | 0.288% | |
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8/13/2025 | Gateway Wealth Partners LLC | 20,552 | $982K | 0.2% | -18.7% | 0.331% | |
8/13/2025 | RPg Family Wealth Advisory LLC | 18,614 | $890K | 0.2% | -5.7% | 0.300% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,853 | $184K | 0.0% | +1,296.0% | 0.062% | |
8/12/2025 | Richmond Investment Services LLC | 16,710 | $799K | 0.2% | +100.5% | 0.270% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 45,674 | $2.18M | 0.0% | +4,334.4% | 0.737% | |
8/12/2025 | JPMorgan Chase & Co. | 1,930 | $92K | 0.0% | +48.5% | 0.031% | |
8/8/2025 | Avantax Advisory Services Inc. | 49,954 | $2.39M | 0.0% | -2.3% | 0.806% | |
8/8/2025 | Cetera Investment Advisers | 173,440 | $8.29M | 0.0% | +20.9% | 2.797% | |
8/7/2025 | PFG Advisors | 12,380 | $592K | 0.0% | -29.3% | 0.200% | |
8/6/2025 | Prospera Financial Services Inc | 36,633 | $1.75M | 0.0% | +6.1% | 0.591% | |
8/6/2025 | AE Wealth Management LLC | 32,453 | $1.55M | 0.0% | -24.6% | 0.523% | |
8/6/2025 | Wedbush Securities Inc. | 4,872 | $233K | 0.0% | N/A | 0.079% | |
8/5/2025 | HFG Advisors Inc. | 11,478 | $549K | 0.4% | +15.1% | 0.185% | |
8/4/2025 | Atria Investments Inc | 25,107 | $1.20M | 0.0% | +2.8% | 0.405% | |
8/4/2025 | Assetmark Inc. | 112,037 | $5.36M | 0.0% | +17.5% | 1.807% | |
8/1/2025 | Envestnet Asset Management Inc. | 322,328 | $15.41M | 0.0% | +6.2% | 5.199% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 4,356 | $208K | 0.1% | N/A | 0.071% | |
7/28/2025 | Harbour Investments Inc. | 6,193 | $296K | 0.0% | +12.7% | 0.101% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 7,017 | $335K | 0.0% | -68.2% | 0.114% | |
7/25/2025 | Apollon Wealth Management LLC | 4,604 | $220K | 0.0% | N/A | 0.075% | |
7/24/2025 | IFP Advisors Inc | 34,754 | $1.66M | 0.0% | +32.9% | 0.570% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,418 | $116K | 0.0% | N/A | 0.040% | |
7/17/2025 | Mainsail Financial Group LLC | 42,338 | $2.01M | 0.9% | -1.4% | 0.694% | |
7/17/2025 | Janney Montgomery Scott LLC | 48,075 | $2.30M | 0.0% | +3.5% | 0.788% | |
7/17/2025 | Walker Asset Management LLC | 4,340 | $207K | 0.1% | -14.9% | 0.071% | |
7/16/2025 | ORG Partners LLC | 2,000 | $95K | 0.0% | +150.0% | 0.033% | |
7/15/2025 | Traction Financial Partners LLC | 5,994 | $287K | 0.2% | N/A | 0.099% | |
7/14/2025 | Iams Wealth Management LLC | 14,455 | $691K | 0.3% | -6.9% | 0.239% | |
7/14/2025 | Park Avenue Securities LLC | 18,624 | $890K | 0.0% | -1.2% | 0.308% | |
7/11/2025 | Farther Finance Advisors LLC | 21,117 | $1.01M | 0.0% | -46.7% | 0.349% | |
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7/10/2025 | Wealth Enhancement Advisory Services LLC | 266,756 | $12.76M | 0.0% | +22.9% | 4.409% | |
5/19/2025 | Jane Street Group LLC | 39,786 | $1.62M | 0.0% | +165.4% | 0.710% | |
5/16/2025 | Coppell Advisory Solutions LLC | 57,613 | $2.48M | 0.2% | -38.3% | 1.048% | |
5/16/2025 | Jones Financial Companies Lllp | 1,818 | $74K | 0.0% | +199.0% | 0.033% | |
5/15/2025 | Royal Bank of Canada | 18,035 | $737K | 0.0% | -6.3% | 0.328% | |
5/13/2025 | Raymond James Financial Inc. | 85,979 | $3.51M | 0.0% | -19.3% | 1.563% | |
5/13/2025 | HighTower Advisors LLC | 5,413 | $221K | 0.0% | N/A | 0.098% | |
5/12/2025 | Benjamin Edwards Inc. | 32,013 | $1.31M | 0.0% | +19.3% | 0.582% | |
5/9/2025 | Atria Wealth Solutions Inc. | 20,404 | $833K | 0.0% | -7.9% | 0.371% | |
5/8/2025 | Harbour Investments Inc. | 5,494 | $224K | 0.0% | -6.1% | 0.100% | |
5/7/2025 | LPL Financial LLC | 350,310 | $14.30M | 0.0% | +43.5% | 6.369% | |
5/6/2025 | Assetmark Inc. | 95,364 | $3.89M | 0.0% | -11.0% | 1.734% | |
5/6/2025 | Cetera Investment Advisers | 143,411 | $5.86M | 0.0% | +28.0% | 2.607% | |
5/6/2025 | Avantax Advisory Services Inc. | 51,122 | $2.09M | 0.0% | -22.0% | 0.929% | |
5/6/2025 | Guild Investment Management Inc. | 58,100 | $2.37M | 2.5% | N/A | 1.056% | |
5/6/2025 | AE Wealth Management LLC | 43,067 | $1.76M | 0.0% | -7.2% | 0.783% | |
5/6/2025 | PFG Advisors | 17,506 | $715K | 0.0% | -27.6% | 0.318% | |
5/5/2025 | IFP Advisors Inc | 26,143 | $1.07M | 0.0% | -8.6% | 0.475% | |
5/5/2025 | OneAscent Financial Services LLC | 19,310 | $788K | 0.1% | -5.0% | 0.351% | |
5/1/2025 | Gateway Wealth Partners LLC | 25,264 | $1.03M | 0.2% | +18.7% | 0.459% | |
4/29/2025 | Envestnet Asset Management Inc. | 303,392 | $12.39M | 0.0% | -1.6% | 5.516% | |
4/29/2025 | Bank of New York Mellon Corp | 28,905 | $1.18M | 0.0% | -14.9% | 0.526% | |
4/28/2025 | Mutual Advisors LLC | 5,670 | $242K | 0.0% | -9.0% | 0.103% | |
4/28/2025 | Rossby Financial LCC | 949 | $41K | 0.0% | N/A | 0.017% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 64,699 | $2.64M | 0.0% | +3.6% | 1.176% | |
4/21/2025 | ORG Partners LLC | 800 | $33K | 0.0% | N/A | 0.015% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 22,094 | $902K | 0.0% | -9.6% | 0.402% | |
4/21/2025 | Dunhill Financial LLC | 3,712 | $152K | 0.1% | -11.8% | 0.067% | |
4/17/2025 | Janney Montgomery Scott LLC | 46,462 | $1.90M | 0.0% | +1.4% | 0.845% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 216,966 | $8.86M | 0.0% | N/A | 3.945% | |
4/15/2025 | Mainsail Financial Group LLC | 42,929 | $1.75M | 1.0% | +8.1% | 0.781% | |
4/15/2025 | Walker Asset Management LLC | 5,099 | $208K | 0.1% | N/A | 0.093% | |
4/14/2025 | Farther Finance Advisors LLC | 39,629 | $1.62M | 0.0% | +34,969.9% | 0.721% | |
4/14/2025 | Park Avenue Securities LLC | 18,859 | $770K | 0.0% | +13.9% | 0.343% | |
4/10/2025 | Iams Wealth Management LLC | 15,526 | $634K | 0.3% | -7.8% | 0.282% | |
4/9/2025 | RFG Advisory LLC | 7,234 | $295K | 0.0% | +9.3% | 0.132% | |
4/7/2025 | GAMMA Investing LLC | 11,187 | $457K | 0.0% | +1,645.2% | 0.203% | |
2/27/2025 | REAP Financial Group LLC | 5,477 | $196K | 0.0% | -29.1% | 0.106% | |
2/25/2025 | Armis Advisers LLC | 5,595 | $200K | 0.0% | N/A | 0.109% | |
2/19/2025 | Richmond Investment Services LLC | 8,333 | $298K | 0.2% | N/A | 0.162% | |
2/17/2025 | Snowden Capital Advisors LLC | 23,539 | $843K | 0.0% | -3.4% | 0.457% | |
2/17/2025 | Dunhill Financial LLC | 4,207 | $151K | 0.1% | -30.5% | 0.082% | |
2/17/2025 | Cetera Investment Advisers | 112,038 | $4.01M | 0.0% | +3.1% | 2.175% | |
2/17/2025 | Citadel Advisors LLC | 25,329 | $907K | 0.0% | N/A | 0.492% | |
2/17/2025 | Bank of America Corp DE | 31,811 | $1.14M | 0.0% | -13.7% | 0.618% | |
2/17/2025 | Benjamin Edwards Inc. | 26,843 | $961K | 0.0% | +63.2% | 0.521% | |
2/14/2025 | Jane Street Group LLC | 14,992 | $537K | 0.0% | -53.0% | 0.291% | |
2/14/2025 | Coppell Advisory Solutions LLC | 93,438 | $3.38M | 0.5% | +16.9% | 1.814% | |
2/14/2025 | Susquehanna International Group LLP | 61,225 | $2.19M | 0.0% | -14.3% | 1.189% | |
2/14/2025 | Stifel Financial Corp | 10,365 | $371K | 0.0% | -2.5% | 0.201% | |
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2/14/2025 | MML Investors Services LLC | 41,689 | $1.49M | 0.0% | +13.2% | 0.809% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 9,678 | $346K | 0.1% | N/A | 0.188% | |
2/13/2025 | Raymond James Financial Inc. | 106,545 | $3.82M | 0.0% | N/A | 2.069% | |
2/13/2025 | Envestnet Asset Management Inc. | 308,361 | $11.04M | 0.0% | +1.6% | 5.988% | |
2/13/2025 | Wells Fargo & Company MN | 160,165 | $5.74M | 0.0% | -50.9% | 3.110% | |
2/12/2025 | OneAscent Financial Services LLC | 20,325 | $728K | 0.1% | N/A | 0.395% | |
2/12/2025 | Tucker Asset Management LLC | 2,467 | $88K | 0.0% | +63.3% | 0.048% | |
2/12/2025 | Orion Portfolio Solutions LLC | 31,398 | $1.13M | 0.0% | +4.4% | 0.610% | |
2/12/2025 | JPMorgan Chase & Co. | 1,305 | $47K | 0.0% | -43.4% | 0.025% | |
2/11/2025 | LPL Financial LLC | 244,145 | $8.74M | 0.0% | -5.9% | 4.741% | |