7/2/2025 | HBW Advisory Services LLC | 4,621 | $363K | 0.0% | +4.2% | 0.033% | |
7/1/2025 | Private Client Services LLC | 3,778 | $297K | 0.1% | -3.7% | 0.027% | |
6/27/2025 | Goldman Sachs Group Inc. | 105,715 | $8.11M | 0.0% | -2.2% | 0.727% | |
5/29/2025 | Nova Wealth Management Inc. | 6,017 | $462K | 0.4% | -22.5% | 0.041% | |
5/16/2025 | Coppell Advisory Solutions LLC | 35,773 | $2.63M | 0.2% | -49.6% | 0.246% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 4,199 | $322K | 0.0% | -8.9% | 0.029% | |
5/16/2025 | Goldman Sachs Group Inc. | 105,715 | $8.11M | 0.0% | -2.2% | 0.727% | |
5/16/2025 | Jones Financial Companies Lllp | 6,893 | $529K | 0.0% | +46.3% | 0.047% | |
5/16/2025 | Pinnacle Family Advisors LLC | 6,927 | $531K | 0.3% | -26.3% | 0.048% | |
5/16/2025 | NewEdge Advisors LLC | 25,400 | $1.95M | 0.0% | -21.7% | 0.175% | |
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5/16/2025 | Integrated Wealth Concepts LLC | 201,320 | $15.45M | 0.2% | +0.5% | 1.384% | |
5/15/2025 | Royal Bank of Canada | 278,761 | $21.39M | 0.0% | -0.1% | 1.916% | |
5/15/2025 | Baird Financial Group Inc. | 9,954 | $764K | 0.0% | -2.5% | 0.068% | |
5/14/2025 | Comerica Bank | 8,837 | $678K | 0.0% | -1.9% | 0.061% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 8,059 | $618K | 0.0% | -4.9% | 0.055% | |
5/14/2025 | Kestra Advisory Services LLC | 19,288 | $1.48M | 0.0% | -11.3% | 0.133% | |
5/13/2025 | Raymond James Financial Inc. | 299,739 | $23.00M | 0.0% | -33.7% | 2.060% | |
5/13/2025 | RMR Capital Management LLC | 19,429 | $1.49M | 1.1% | -0.9% | 0.134% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 113,398 | $8.70M | 0.2% | -8.3% | 0.779% | |
5/12/2025 | Virtu Financial LLC | 17,669 | $1.36M | 0.1% | -56.0% | 0.121% | |
5/12/2025 | Benjamin Edwards Inc. | 65,224 | $5.00M | 0.1% | +59.3% | 0.448% | |
5/9/2025 | Atria Wealth Solutions Inc. | 21,429 | $1.64M | 0.0% | -33.1% | 0.147% | |
5/9/2025 | PNC Financial Services Group Inc. | 11,218 | $861K | 0.0% | +12.5% | 0.077% | |
5/8/2025 | Harbour Investments Inc. | 37,465 | $2.87M | 0.1% | +2.8% | 0.257% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 26,966 | $2.07M | 0.8% | -12.6% | 0.185% | |
5/8/2025 | Arkadios Wealth Advisors | 38,940 | $2.99M | 0.1% | -8.5% | 0.268% | |
5/7/2025 | LPL Financial LLC | 864,647 | $66.34M | 0.0% | +1.9% | 5.943% | |
5/6/2025 | Assetmark Inc. | 107,009 | $8.21M | 0.0% | +0.9% | 0.735% | |
5/6/2025 | Cetera Investment Advisers | 299,756 | $23.00M | 0.0% | +3.5% | 2.060% | |
5/6/2025 | Avantax Advisory Services Inc. | 104,583 | $8.02M | 0.0% | -15.1% | 0.719% | |
5/6/2025 | Holistic Financial Partners | 134,086 | $10.29M | 5.0% | +0.2% | 0.922% | |
5/6/2025 | AE Wealth Management LLC | 95,060 | $7.29M | 0.1% | +1.5% | 0.653% | |
5/6/2025 | PFG Advisors | 23,400 | $1.80M | 0.1% | -20.3% | 0.161% | |
5/5/2025 | IFP Advisors Inc | 40,336 | $3.10M | 0.1% | -22.4% | 0.277% | |
5/5/2025 | OneAscent Financial Services LLC | 21,121 | $1.62M | 0.1% | +3.9% | 0.145% | |
5/5/2025 | Kestra Private Wealth Services LLC | 43,593 | $3.34M | 0.1% | -2.9% | 0.300% | |
5/5/2025 | STAR Financial Bank | 3,076 | $236K | 0.2% | -11.5% | 0.021% | |
5/5/2025 | Private Advisor Group LLC | 177,571 | $13.62M | 0.1% | -10.1% | 1.220% | |
5/5/2025 | Diversify Advisory Services LLC | 2,888 | $212K | 0.0% | -17.6% | 0.020% | |
5/2/2025 | Independent Wealth Network Inc. | 5,606 | $430K | 0.2% | -3.8% | 0.039% | |
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5/2/2025 | Midwest Heritage Bank FSB | 73,791 | $5.66M | 2.3% | -44.6% | 0.507% | |
5/2/2025 | Kingsview Wealth Management LLC | 203,354 | $15.60M | 0.3% | -10.3% | 1.398% | |
5/2/2025 | Larson Financial Group LLC | 480 | $37K | 0.0% | N/A | 0.003% | |
5/2/2025 | Apollon Wealth Management LLC | 4,373 | $335K | 0.0% | -27.9% | 0.030% | |
5/2/2025 | Sigma Planning Corp | 21,769 | $1.67M | 0.1% | +25.1% | 0.150% | |
5/1/2025 | MTM Investment Management LLC | 4,242 | $325K | 0.1% | -14.3% | 0.029% | |
5/1/2025 | Gateway Wealth Partners LLC | 29,898 | $2.29M | 0.5% | -16.6% | 0.205% | |
4/30/2025 | Moloney Securities Asset Management LLC | 2,825 | $217K | 0.0% | -15.2% | 0.019% | |
4/30/2025 | Stratos Wealth Partners LTD. | 14,448 | $1.11M | 0.0% | -20.9% | 0.099% | |
4/30/2025 | Blackhawk Capital Partners LLC. | 10,323 | $792K | 0.4% | -44.7% | 0.071% | |
4/30/2025 | Synergy Investment Management LLC | 2,060 | $158K | 0.1% | -30.5% | 0.014% | |
4/29/2025 | Envestnet Asset Management Inc. | 421,855 | $32.37M | 0.0% | +1.2% | 2.899% | |
4/29/2025 | Concurrent Investment Advisors LLC | 16,499 | $1.27M | 0.0% | -2.8% | 0.113% | |
4/29/2025 | Bank of New York Mellon Corp | 38,721 | $2.97M | 0.0% | -4.5% | 0.266% | |
4/29/2025 | Eukles Asset Management | 9,150 | $702K | 0.3% | -1.7% | 0.063% | |
4/28/2025 | D.A. Davidson & CO. | 38,789 | $2.98M | 0.0% | +5.7% | 0.267% | |
4/28/2025 | Private Trust Co. NA | 430 | $33K | 0.0% | -31.1% | 0.003% | |
4/28/2025 | Rossby Financial LCC | 1,358 | $99K | 0.0% | N/A | 0.009% | |
4/28/2025 | DAVENPORT & Co LLC | 6,919 | $531K | 0.0% | -11.2% | 0.048% | |
4/28/2025 | ABLE Financial Group LLC | 5,728 | $439K | 0.1% | -19.6% | 0.039% | |
4/24/2025 | Sunbelt Securities Inc. | 370 | $28K | 0.0% | -51.8% | 0.003% | |
4/24/2025 | Kraft Davis & Associates LLC | 5,131 | $366K | 0.1% | -6.9% | 0.035% | |
4/23/2025 | Cottonwood Capital Advisors LLC | 61,960 | $4.75M | 3.5% | -3.6% | 0.426% | |
4/23/2025 | Western Wealth Management LLC | 15,676 | $1.20M | 0.1% | -6.6% | 0.108% | |
4/23/2025 | Golden State Wealth Management LLC | 1,796 | $138K | 0.0% | +100.0% | 0.012% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 27,382 | $2.10M | 0.0% | -6.1% | 0.188% | |
4/17/2025 | Kaydan Wealth Management Inc. | 276,469 | $21.21M | 6.8% | +0.2% | 1.900% | |
4/17/2025 | Janney Montgomery Scott LLC | 71,931 | $5.52M | 0.0% | -5.8% | 0.494% | |
4/17/2025 | Tcfg Wealth Management LLC | 13,997 | $1.07M | 0.5% | -3.5% | 0.096% | |
4/17/2025 | American Institute for Advanced Investment Management LLP | 7,145 | $548K | 0.4% | -8.7% | 0.049% | |
4/15/2025 | Trueblood Wealth Management LLC | 37,233 | $2.86M | 1.3% | +5.4% | 0.256% | |
4/15/2025 | GAMMA Investing LLC | 618 | $47K | 0.0% | -39.2% | 0.004% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 3,574 | $274K | 0.0% | N/A | 0.025% | |
4/14/2025 | Farther Finance Advisors LLC | 465 | $36K | 0.0% | +447.1% | 0.003% | |
4/14/2025 | Park Avenue Securities LLC | 21,679 | $1.66M | 0.0% | +3.6% | 0.149% | |
4/10/2025 | Iams Wealth Management LLC | 33,654 | $2.58M | 1.2% | -26.7% | 0.230% | |
4/9/2025 | RFG Advisory LLC | 8,261 | $634K | 0.0% | -14.6% | 0.056% | |
4/9/2025 | HBW Advisory Services LLC | 4,436 | $340K | 0.0% | -48.2% | 0.030% | |
4/9/2025 | NBC Securities Inc. | 9,317 | $714K | 0.1% | +84,600.0% | 0.064% | |
4/8/2025 | Private Client Services LLC | 3,925 | $301K | 0.1% | -28.4% | 0.027% | |
4/7/2025 | GAMMA Investing LLC | 47,413 | $3.64M | 0.0% | +4,562.0% | 0.324% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 2,963 | $227K | 0.0% | N/A | 0.020% | |
3/12/2025 | Centaurus Financial Inc. | 1,718 | $131K | 0.0% | N/A | 0.011% | |
2/27/2025 | ABLE Financial Group LLC | 7,121 | $544K | 0.2% | -3.0% | 0.047% | |
2/25/2025 | Armis Advisers LLC | 5,576 | $426K | 0.1% | N/A | 0.037% | |
2/19/2025 | Richmond Investment Services LLC | 6,716 | $514K | 0.3% | N/A | 0.044% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 2,836 | $217K | 0.0% | -9.6% | 0.019% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 714 | $55K | 0.0% | N/A | 0.005% | |
2/17/2025 | Waverly Advisors LLC | 13,177 | $1.01M | 0.0% | N/A | 0.087% | |
2/17/2025 | Snowden Capital Advisors LLC | 70,255 | $5.37M | 0.2% | -4.5% | 0.465% | |
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2/17/2025 | Royal Bank of Canada | 278,963 | $21.33M | 0.0% | +0.4% | 1.847% | |
2/17/2025 | Focus Partners Wealth | 3,423 | $262K | 0.0% | N/A | 0.023% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 2,864 | $219K | 0.0% | -31.5% | 0.019% | |
2/17/2025 | Cetera Investment Advisers | 289,713 | $22.15M | 0.0% | -0.6% | 1.919% | |
2/17/2025 | Citadel Advisors LLC | 9,942 | $760K | 0.0% | -60.9% | 0.066% | |
2/17/2025 | Baird Financial Group Inc. | 10,206 | $780K | 0.0% | -7.6% | 0.068% | |
2/17/2025 | Bank of America Corp DE | 296,458 | $22.67M | 0.0% | -0.3% | 1.963% | |
2/17/2025 | Benjamin Edwards Inc. | 40,943 | $3.13M | 0.0% | +7.4% | 0.271% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 3,009 | $230K | 0.0% | -19.0% | 0.020% | |
2/14/2025 | Jane Street Group LLC | 28,733 | $2.20M | 0.0% | +100.0% | 0.190% | |