7/1/2025 | Private Client Services LLC | 15,483 | $354K | 0.1% | +49.2% | 0.027% | |
6/27/2025 | Goldman Sachs Group Inc. | 41,207 | $901K | 0.0% | N/A | 0.073% | |
5/21/2025 | Geneos Wealth Management Inc. | 29,105 | $636K | 0.0% | +4.7% | 0.052% | |
5/20/2025 | Integrity Alliance LLC. | 13,660 | $299K | 0.0% | N/A | 0.024% | |
5/19/2025 | Jane Street Group LLC | 84,413 | $1.85M | 0.0% | +13.0% | 0.150% | |
5/16/2025 | Arete Wealth Advisors LLC | 12,374 | $270K | 0.0% | +17.6% | 0.022% | |
5/16/2025 | Goldman Sachs Group Inc. | 41,207 | $901K | 0.0% | N/A | 0.073% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 21,342 | $467K | 0.3% | +24.2% | 0.038% | |
5/16/2025 | NewEdge Advisors LLC | 45,052 | $985K | 0.0% | +31.9% | 0.080% | |
5/16/2025 | Integrated Wealth Concepts LLC | 133,568 | $2.92M | 0.0% | +9.7% | 0.237% | |
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5/16/2025 | Concorde Asset Management LLC | 9,695 | $206K | 0.1% | N/A | 0.017% | |
5/16/2025 | AQR Capital Management LLC | 22,739 | $497K | 0.0% | N/A | 0.040% | |
5/15/2025 | Royal Bank of Canada | 684,753 | $14.97M | 0.0% | +18.7% | 1.214% | |
5/15/2025 | OLD Mission Capital LLC | 10,121 | $221K | 0.0% | -71.7% | 0.018% | |
5/14/2025 | CreativeOne Wealth LLC | 296,207 | $6.48M | 0.2% | +27.5% | 0.525% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 86,487 | $1.89M | 0.0% | -12.1% | 0.153% | |
5/14/2025 | Kestra Advisory Services LLC | 67,073 | $1.47M | 0.0% | -2.1% | 0.119% | |
5/14/2025 | Barnes Wealth Management Group Inc | 11,750 | $257K | 0.2% | +9.1% | 0.021% | |
5/14/2025 | TFB Advisors LLC | 38,409 | $840K | 0.2% | +10.9% | 0.068% | |
5/14/2025 | Capital Analysts LLC | 12,117 | $265K | 0.0% | +7.7% | 0.021% | |
5/13/2025 | Valley Brook Capital Group Inc. | 11,153 | $244K | 0.2% | +15.9% | 0.020% | |
5/13/2025 | Tyler Stone Wealth Management | 15,955 | $349K | 0.1% | +13.8% | 0.028% | |
5/13/2025 | Raymond James Financial Inc. | 3,069,881 | $67.11M | 0.0% | +27.3% | 5.441% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 33,904 | $741K | 0.1% | +26.6% | 0.060% | |
5/13/2025 | Redmond Asset Management LLC | 17,763 | $388K | 0.1% | +5.6% | 0.031% | |
5/13/2025 | Core Wealth Partners LLC | 25,679 | $561K | 0.3% | +47.1% | 0.046% | |
5/12/2025 | Benjamin Edwards Inc. | 33,223 | $726K | 0.0% | -5.9% | 0.059% | |
5/9/2025 | Atria Wealth Solutions Inc. | 171,881 | $3.76M | 0.0% | -0.7% | 0.305% | |
5/8/2025 | Pasadena Private Wealth LLC | 19,850 | $434K | 0.1% | N/A | 0.035% | |
5/8/2025 | Harbour Investments Inc. | 125,608 | $2.75M | 0.1% | -21.8% | 0.223% | |
5/8/2025 | Marshall Investment Management LLC | 16,716 | $365K | 0.2% | +11.6% | 0.030% | |
5/7/2025 | LPL Financial LLC | 6,559,349 | $143.39M | 0.1% | +18.7% | 11.626% | |
5/6/2025 | Assetmark Inc. | 9,144 | $200K | 0.0% | -72.4% | 0.016% | |
5/6/2025 | Cetera Investment Advisers | 692,184 | $15.13M | 0.0% | +20.3% | 1.227% | |
5/6/2025 | Avantax Advisory Services Inc. | 130,685 | $2.86M | 0.0% | +42.6% | 0.232% | |
5/6/2025 | Advisor OS LLC | 328,493 | $7.18M | 0.8% | N/A | 0.582% | |
5/6/2025 | AE Wealth Management LLC | 33,660 | $736K | 0.0% | -24.5% | 0.060% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 19,180 | $419K | 0.2% | +33.5% | 0.034% | |
5/5/2025 | Treasure Coast Financial Planning | 21,919 | $479K | 0.3% | +24.3% | 0.039% | |
5/5/2025 | IFP Advisors Inc | 25,371 | $555K | 0.0% | +13.9% | 0.045% | |
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5/5/2025 | Kestra Private Wealth Services LLC | 45,576 | $996K | 0.0% | +48.0% | 0.081% | |
5/5/2025 | PCG Wealth Advisors LLC | 136,513 | $2.98M | 1.0% | -7.0% | 0.242% | |
5/5/2025 | ARQ Wealth Advisors LLC | 117,263 | $2.56M | 1.0% | +57.3% | 0.208% | |
5/5/2025 | Private Advisor Group LLC | 14,632 | $320K | 0.0% | +5.7% | 0.026% | |
5/2/2025 | Independent Wealth Network Inc. | 24,261 | $530K | 0.2% | +2.4% | 0.042% | |
5/2/2025 | Boyce & Associates Wealth Consulting Inc. | 53,118 | $1.16M | 1.2% | +16.8% | 0.093% | |
5/2/2025 | SBI Securities Co. Ltd. | 1,719 | $38K | 0.0% | +45.1% | 0.003% | |
5/2/2025 | Sigma Planning Corp | 15,984 | $349K | 0.0% | +34.6% | 0.028% | |
5/1/2025 | CWM LLC | 252,611 | $5.52M | 0.0% | +6.3% | 0.441% | |
4/30/2025 | MJP Associates Inc. ADV | 328,493 | $7.18M | 1.3% | N/A | 0.574% | |
4/30/2025 | Stratos Wealth Partners LTD. | 9,298 | $203K | 0.0% | N/A | 0.016% | |
4/29/2025 | Envestnet Asset Management Inc. | 3,027,842 | $66.19M | 0.0% | +820.0% | 5.287% | |
4/29/2025 | Concurrent Investment Advisors LLC | 79,456 | $1.74M | 0.0% | +165.9% | 0.139% | |
4/29/2025 | Capital Investment Advisory Services LLC | 94,182 | $2.06M | 0.2% | +21.2% | 0.164% | |
4/29/2025 | OneDigital Investment Advisors LLC | 79,798 | $1.74M | 0.0% | +2.9% | 0.139% | |
4/29/2025 | Davidson Trust Co. | 84,414 | $1.85M | 0.9% | N/A | 0.147% | |
4/28/2025 | D.A. Davidson & CO. | 2,406,024 | $52.60M | 0.4% | +2,124.1% | 4.201% | |
4/25/2025 | Ameritas Advisory Services LLC | 271,976 | $6.25M | 0.3% | -3.8% | 0.477% | |
4/25/2025 | Sovran Advisors LLC | 40,192 | $842K | 0.1% | +20.8% | 0.070% | |
4/24/2025 | Golden State Wealth Management LLC | 30,586 | $669K | 0.1% | +2.2% | 0.054% | |
4/24/2025 | Legacy CG LLC | 734,817 | $16.06M | 5.2% | +12.5% | 1.289% | |
4/23/2025 | Western Wealth Management LLC | 48,275 | $1.06M | 0.1% | -24.9% | 0.085% | |
4/23/2025 | Golden State Wealth Management LLC | 61,163 | $1.34M | 0.1% | +104.4% | 0.107% | |
4/23/2025 | International Assets Investment Management LLC | 37,172 | $813K | 0.0% | +9.3% | 0.065% | |
4/23/2025 | IMG Wealth Management Inc. | 3,653 | $80K | 0.1% | +38.7% | 0.006% | |
4/23/2025 | Oppenheimer & Co. Inc. | 15,735 | $344K | 0.0% | +33.1% | 0.028% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 546,412 | $11.95M | 0.0% | +11.3% | 0.959% | |
4/22/2025 | Merkkuri Wealth Advisors LLC | 92,421 | $2.02M | 1.7% | -8.0% | 0.162% | |
4/21/2025 | Avior Wealth Management LLC | 72,618 | $1.59M | 0.1% | +15.8% | 0.127% | |
4/21/2025 | ORG Partners LLC | 8,000 | $176K | 0.0% | N/A | 0.014% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 105,011 | $2.30M | 0.0% | +8.0% | 0.184% | |
4/21/2025 | Janney Capital Management LLC | 130,082 | $2.84M | 0.2% | +0.8% | 0.228% | |
4/21/2025 | Dunhill Financial LLC | 417,159 | $9.12M | 3.9% | +3.0% | 0.732% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 137,250 | $3.01M | 0.1% | +60.7% | 0.241% | |
4/18/2025 | Cornerstone Wealth Management LLC | 23,425 | $512K | 0.0% | N/A | 0.041% | |
4/17/2025 | Janney Montgomery Scott LLC | 692,936 | $15.15M | 0.0% | +108.0% | 1.199% | |
4/17/2025 | American Institute for Advanced Investment Management LLP | 54,720 | $1.20M | 0.9% | +7.4% | 0.095% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 7,662 | $167K | 0.0% | +39.4% | 0.013% | |
4/15/2025 | Transform Wealth LLC | 41,631 | $910K | 0.1% | N/A | 0.072% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,700 | $59K | 0.0% | +22.7% | 0.005% | |
4/10/2025 | Channel Wealth LLC | 13,930 | $305K | 0.1% | -7.7% | 0.024% | |
4/10/2025 | Accel Wealth Management | 51,249 | $1.12M | 0.4% | +20.1% | 0.089% | |
4/9/2025 | RFG Advisory LLC | 41,255 | $902K | 0.0% | +15.8% | 0.072% | |
4/9/2025 | Elevation Wealth Partners LLC | 186,218 | $4.07M | 1.8% | +7.4% | 0.323% | |
4/9/2025 | Quad Cities Investment Group LLC | 46,881 | $1.03M | 0.5% | +21.1% | 0.081% | |
4/9/2025 | NBC Securities Inc. | 1,636 | $35K | 0.0% | N/A | 0.003% | |
4/9/2025 | Castle Rock Wealth Management LLC | 15,570 | $341K | 0.1% | +6.1% | 0.027% | |
4/8/2025 | Presidio Capital Management LLC | 18,863 | $412K | 0.2% | N/A | 0.033% | |
4/7/2025 | GAMMA Investing LLC | 19,958 | $436K | 0.0% | +2,086.0% | 0.035% | |
4/7/2025 | AdvisorNet Financial Inc | 1,900 | $42K | 0.0% | -32.2% | 0.003% | |
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3/17/2025 | Wealth Enhancement Advisory Services LLC | 235,081 | $5.47M | 0.0% | +1.3% | 0.477% | |
3/12/2025 | Centaurus Financial Inc. | 5,682 | $132K | 0.0% | N/A | 0.012% | |
3/5/2025 | Castle Rock Wealth Management LLC | 14,670 | $348K | 0.1% | +6.1% | 0.030% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 9,785 | $228K | 0.0% | N/A | 0.020% | |
2/19/2025 | ARQ Wealth Advisors LLC | 74,563 | $1.74M | 0.7% | +15.0% | 0.151% | |
2/17/2025 | Snowden Capital Advisors LLC | 203,215 | $4.73M | 0.1% | +10.5% | 0.412% | |
2/17/2025 | Dunhill Financial LLC | 405,109 | $9.43M | 4.4% | +14.3% | 0.821% | |
2/17/2025 | CoreCap Advisors LLC | 9,720 | $226K | 0.0% | +20.9% | 0.020% | |
2/17/2025 | Cetera Investment Advisers | 575,574 | $13.39M | 0.0% | +16.4% | 1.167% | |
2/17/2025 | Citadel Advisors LLC | 12,376 | $288K | 0.0% | N/A | 0.025% | |