8/13/2025 | Quadrature Capital Ltd | 10,552 | $241K | 0.0% | N/A | 0.017% | |
8/13/2025 | Level Four Advisory Services LLC | 17,110 | $391K | 0.0% | -44.7% | 0.028% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 88,302 | $2.02M | 0.0% | +2.1% | 0.143% | |
8/12/2025 | J.W. Cole Advisors Inc. | 23,442 | $536K | 0.0% | +51.9% | 0.038% | |
8/12/2025 | Richmond Investment Services LLC | 14,666 | $335K | 0.1% | N/A | 0.024% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 20,047 | $458K | 0.0% | +17.3% | 0.032% | |
8/12/2025 | CreativeOne Wealth LLC | 293,875 | $6.72M | 0.2% | -0.8% | 0.475% | |
8/11/2025 | Perennial Investment Advisors LLC | 113,774 | $2.60M | 0.3% | +2.4% | 0.184% | |
8/8/2025 | Rockefeller Capital Management L.P. | 198,688 | $4.54M | 0.0% | +5.0% | 0.321% | |
8/8/2025 | Avantax Advisory Services Inc. | 128,694 | $2.94M | 0.0% | -1.5% | 0.208% | |
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8/8/2025 | MJP Associates Inc. ADV | 387,576 | $8.86M | 1.3% | +18.0% | 0.627% | |
8/8/2025 | Cetera Investment Advisers | 698,676 | $15.97M | 0.0% | +0.9% | 1.130% | |
8/7/2025 | PCG Wealth Advisors LLC | 74,652 | $1.71M | 0.9% | -45.3% | 0.121% | |
8/6/2025 | Prospera Financial Services Inc | 133,339 | $3.05M | 0.1% | +18.4% | 0.216% | |
8/6/2025 | AE Wealth Management LLC | 34,891 | $797K | 0.0% | +3.7% | 0.056% | |
8/6/2025 | Legacy Wealth Managment LLC ID | 28,653 | $655K | 0.3% | +34.3% | 0.046% | |
8/6/2025 | Golden State Wealth Management LLC | 1,263 | $29K | 0.0% | -95.9% | 0.002% | |
8/6/2025 | Moors & Cabot Inc. | 9,050 | $207K | 0.0% | N/A | 0.015% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 8,337 | $191K | 0.0% | +8.8% | 0.013% | |
8/5/2025 | Bank of Montreal Can | 1,350 | $31K | 0.0% | N/A | 0.002% | |
8/5/2025 | American Institute for Advanced Investment Management LLP | 53,820 | $1.23M | 0.8% | -1.6% | 0.087% | |
8/4/2025 | Tradewinds LLC. | 98,843 | $2.26M | 1.7% | N/A | 0.160% | |
8/4/2025 | IFG Advisory LLC | 20,543 | $469K | 0.0% | N/A | 0.033% | |
8/1/2025 | Ferguson Shapiro LLC | 9,178 | $210K | 0.1% | N/A | 0.015% | |
8/1/2025 | Redmond Asset Management LLC | 15,012 | $343K | 0.1% | -15.5% | 0.024% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,978,349 | $68.06M | 0.0% | -1.6% | 4.818% | |
7/30/2025 | TFB Advisors LLC | 35,773 | $817K | 0.2% | -6.9% | 0.058% | |
7/30/2025 | Brookstone Capital Management | 42,281 | $966K | 0.0% | +4.1% | 0.069% | |
7/30/2025 | D.A. Davidson & CO. | 2,486,389 | $56.81M | 0.4% | +3.3% | 4.051% | |
7/30/2025 | IMG Wealth Management Inc. | 4,259 | $97K | 0.1% | +16.6% | 0.007% | |
7/29/2025 | Balboa Wealth Partners | 51,443 | $1.18M | 0.2% | N/A | 0.084% | |
7/29/2025 | Private Trust Co. NA | 10,353 | $237K | 0.0% | +10.7% | 0.017% | |
7/28/2025 | Harbour Investments Inc. | 124,275 | $2.84M | 0.1% | -1.1% | 0.203% | |
7/28/2025 | Davidson Trust Co. | 88,484 | $2.02M | 0.9% | +4.8% | 0.144% | |
7/28/2025 | RFG Advisory LLC | 19,333 | $442K | 0.0% | -53.1% | 0.032% | |
7/25/2025 | Atria Wealth Solutions Inc. | 60,697 | $1.39M | 0.0% | -64.7% | 0.100% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 39,370 | $900K | 0.0% | -62.5% | 0.065% | |
7/25/2025 | CWM LLC | 310,505 | $7.10M | 0.0% | +22.9% | 0.510% | |
7/25/2025 | Concurrent Investment Advisors LLC | 93,363 | $2.13M | 0.0% | +17.5% | 0.153% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 16,497 | $377K | 0.0% | -23.8% | 0.027% | |
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7/24/2025 | IFP Advisors Inc | 24,610 | $562K | 0.0% | -3.0% | 0.041% | |
7/23/2025 | RiverTree Advisors LLC | 201,047 | $4.59M | 3.1% | +182.0% | 0.334% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 49,180 | $1.12M | 0.1% | -64.2% | 0.082% | |
7/23/2025 | Gentry Private Wealth LLC | 31,258 | $714K | 0.5% | +2.6% | 0.052% | |
7/23/2025 | Sachetta LLC | 12,870 | $294K | 0.1% | N/A | 0.021% | |
7/22/2025 | DAVENPORT & Co LLC | 10,957 | $250K | 0.0% | N/A | 0.018% | |
7/22/2025 | Ergawealth Advisors Inc. | 369,549 | $8.44M | 3.8% | N/A | 0.614% | |
7/22/2025 | Accel Wealth Management | 50,749 | $1.16M | 0.4% | -1.0% | 0.084% | |
7/21/2025 | Ameritas Advisory Services LLC | 233,868 | $5.34M | 0.3% | -14.0% | 0.388% | |
7/18/2025 | Truist Financial Corp | 94,565 | $2.16M | 0.0% | +11.8% | 0.158% | |
7/17/2025 | Janney Capital Management LLC | 129,298 | $2.95M | 0.2% | -0.6% | 0.215% | |
7/17/2025 | Janney Montgomery Scott LLC | 786,087 | $17.96M | 0.0% | +13.4% | 1.310% | |
7/17/2025 | Avior Wealth Management LLC | 67,364 | $1.54M | 0.1% | -7.2% | 0.112% | |
7/16/2025 | Independent Wealth Network Inc. | 22,575 | $516K | 0.2% | -6.9% | 0.038% | |
7/16/2025 | ORG Partners LLC | 2,000 | $46K | 0.0% | -75.0% | 0.003% | |
7/16/2025 | Novem Group | 11,216 | $256K | 0.0% | N/A | 0.019% | |
7/16/2025 | Perigon Wealth Management LLC | 11,719 | $268K | 0.0% | -11.5% | 0.020% | |
7/15/2025 | LVZ Inc. | 61,940 | $1.42M | 0.2% | +3.6% | 0.103% | |
7/14/2025 | AdvisorNet Financial Inc | 3,508 | $80K | 0.0% | +84.6% | 0.006% | |
7/14/2025 | Main Line Retirement Advisors LLC | 41,800 | $955K | 0.5% | N/A | 0.069% | |
7/11/2025 | Quad Cities Investment Group LLC | 50,685 | $1.16M | 0.5% | +8.1% | 0.085% | |
7/11/2025 | Farther Finance Advisors LLC | 71,644 | $1.64M | 0.0% | N/A | 0.119% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 233,154 | $5.35M | 0.0% | -0.9% | 0.389% | |
7/10/2025 | Sovran Advisors LLC | 36,139 | $826K | 0.1% | -10.1% | 0.060% | |
7/9/2025 | Channel Wealth LLC | 15,129 | $346K | 0.1% | +8.6% | 0.025% | |
7/9/2025 | Presidio Capital Management LLC | 19,863 | $454K | 0.2% | +5.3% | 0.033% | |
7/8/2025 | Elevation Wealth Partners LLC | 187,621 | $4.29M | 1.7% | +0.8% | 0.313% | |
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% | |
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% | |
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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% | |