7/25/2025 | Atria Wealth Solutions Inc. | 17,265 | $792K | 0.0% | -53.7% | 0.033% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 48,315 | $2.22M | 0.0% | -6.8% | 0.093% | |
7/25/2025 | Endowment Wealth Management Inc. | 46,380 | $2.13M | 1.1% | +12.9% | 0.089% | |
7/25/2025 | MGO One Seven LLC | 14,479 | $664K | 0.0% | -18.3% | 0.028% | |
7/25/2025 | CWM LLC | 290,274 | $13.32M | 0.0% | -15.5% | 0.559% | |
7/25/2025 | Concurrent Investment Advisors LLC | 61,759 | $2.83M | 0.1% | -59.1% | 0.119% | |
7/25/2025 | Apollon Wealth Management LLC | 18,498 | $849K | 0.0% | +7.1% | 0.036% | |
7/25/2025 | Richardson Financial Services Inc. | 4,483 | $206K | 0.1% | -5.7% | 0.009% | |
7/24/2025 | Aurora Private Wealth Inc. | 81,789 | $3.75M | 2.8% | -3.4% | 0.157% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 392,122 | $17.99M | 1.1% | +1.0% | 0.755% | |
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7/24/2025 | IFP Advisors Inc | 19,633 | $901K | 0.0% | +4.1% | 0.038% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 9,030 | $414K | 0.0% | +63.9% | 0.017% | |
7/23/2025 | Morey & Quinn Wealth Partners LLC | 10,029 | $460K | 0.4% | -14.9% | 0.019% | |
7/23/2025 | Clear Creek Financial Management LLC | 165,377 | $7.59M | 0.7% | +6.6% | 0.318% | |
7/23/2025 | GGM Financials LLC | 9,323 | $428K | 0.1% | N/A | 0.018% | |
7/23/2025 | RiverTree Advisors LLC | 183,035 | $8.40M | 5.6% | +35.2% | 0.352% | |
7/23/2025 | Valmark Advisers Inc. | 40,221 | $1.85M | 0.0% | +0.5% | 0.077% | |
7/23/2025 | First Financial Group Corp | 50,920 | $2.34M | 2.3% | +1.0% | 0.098% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 4,798 | $220K | 0.0% | -41.7% | 0.009% | |
7/23/2025 | Sachetta LLC | 771 | $35K | 0.0% | +293.4% | 0.001% | |
7/22/2025 | DAVENPORT & Co LLC | 137,210 | $6.30M | 0.0% | +7.8% | 0.264% | |
7/22/2025 | Global Assets Advisory LLC | 9,766 | $449K | 0.2% | -66.7% | 0.019% | |
7/22/2025 | IVC Wealth Advisors LLC | 9,600 | $441K | 0.2% | -8.4% | 0.018% | |
7/22/2025 | Accel Wealth Management | 30,954 | $1.42M | 0.5% | -2.1% | 0.060% | |
7/22/2025 | Willner & Heller LLC | 7,973 | $366K | 0.3% | -11.6% | 0.015% | |
7/21/2025 | Fairvoy Private Wealth LLC | 330,667 | $15.17M | 3.8% | +2.1% | 0.637% | |
7/21/2025 | Ameritas Advisory Services LLC | 22,459 | $1.03M | 0.1% | -39.8% | 0.043% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 156,236 | $7.17M | 0.2% | +19.2% | 0.301% | |
7/21/2025 | Trinity Legacy Partners LLC | 75,272 | $3.47M | 0.8% | +2.2% | 0.145% | |
7/18/2025 | Philip James Wealth Mangement LLC | 4,394 | $202K | 0.0% | -24.7% | 0.008% | |
7/18/2025 | Truist Financial Corp | 68,830 | $3.16M | 0.0% | -8.5% | 0.132% | |
7/17/2025 | Trivium Point Advisory LLC | 44,095 | $2.02M | 0.2% | -9.9% | 0.085% | |
7/17/2025 | Northwest Wealth Management LLC | 14,411 | $661K | 0.1% | -4.5% | 0.028% | |
7/17/2025 | Janney Montgomery Scott LLC | 60,408 | $2.77M | 0.0% | -17.7% | 0.116% | |
7/17/2025 | Fifth Third Securities Inc. | 74,222 | $3.41M | 0.3% | +0.4% | 0.143% | |
7/17/2025 | Wagner Wealth Management LLC | 54,458 | $2.50M | 0.6% | +1.2% | 0.105% | |
7/16/2025 | Midwest Heritage Bank FSB | 14,485 | $665K | 0.3% | -33.9% | 0.028% | |
7/16/2025 | Asset Allocation & Management Company LLC | 126,840 | $5.82M | 2.7% | +8.6% | 0.244% | |
7/16/2025 | Octavia Wealth Advisors LLC | 11,305 | $519K | 0.1% | -11.6% | 0.022% | |
7/15/2025 | McAdam LLC | 4,904 | $225K | 0.0% | N/A | 0.009% | |
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7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 16,907 | $776K | 0.7% | -31.2% | 0.033% | |
7/14/2025 | AdvisorNet Financial Inc | 986 | $45K | 0.0% | N/A | 0.002% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 91,438 | $4.20M | 0.1% | +15.6% | 0.176% | |
7/14/2025 | Flagstar Advisors Inc. | 66,244 | $3.04M | 0.8% | +10.4% | 0.128% | |
7/14/2025 | Park Avenue Securities LLC | 65,562 | $3.01M | 0.0% | +11.0% | 0.126% | |
7/14/2025 | Sowell Financial Services LLC | 59,507 | $2.73M | 0.1% | -28.5% | 0.115% | |
7/11/2025 | Quad Cities Investment Group LLC | 25,762 | $1.18M | 0.5% | +10.7% | 0.049% | |
7/11/2025 | Colorado Capital Management Inc. | 73,560 | $3.38M | 1.4% | +2.0% | 0.141% | |
7/11/2025 | Coastwise Capital Group LLC | 44,895 | $2.06M | 1.6% | -12.6% | 0.086% | |
7/11/2025 | Farther Finance Advisors LLC | 666 | $31K | 0.0% | -36.3% | 0.001% | |
7/10/2025 | Exchange Traded Concepts LLC | 136,986 | $6.29M | 0.1% | N/A | 0.262% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 266,771 | $12.28M | 0.0% | +8.1% | 0.511% | |
7/10/2025 | American Financial Advisors LLC | 32,699 | $1.50M | 0.2% | -4.0% | 0.063% | |
7/9/2025 | Balefire LLC | 10,314 | $473K | 0.1% | N/A | 0.020% | |
7/9/2025 | Key Client Fiduciary Advisors LLC | 41,710 | $1.91M | 0.8% | +2.4% | 0.080% | |
7/9/2025 | Beacon Financial Group | 5,518 | $253K | 0.0% | -9.0% | 0.011% | |
7/9/2025 | Presidio Capital Management LLC | 31,003 | $1.42M | 0.5% | +7.5% | 0.059% | |
7/9/2025 | WealthCare Investment Partners LLC | 14,679 | $676K | 0.2% | -4.7% | 0.028% | |
7/8/2025 | TL Private Wealth | 456,319 | $20.97M | 8.7% | +0.1% | 0.873% | |
7/7/2025 | Investors Research Corp | 29,911 | $1.37M | 0.3% | -1.2% | 0.057% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,551 | $71K | 0.0% | +459.9% | 0.003% | |
7/3/2025 | TrueWealth Advisors LLC | 138,403 | $6.35M | 1.9% | +14.4% | 0.268% | |
7/2/2025 | HBW Advisory Services LLC | 17,700 | $812K | 0.1% | +7.3% | 0.034% | |
6/27/2025 | Goldman Sachs Group Inc. | 115,095 | $5.25M | 0.0% | N/A | 0.221% | |
5/27/2025 | Jacobi Capital Management LLC | 6,624 | $302K | 0.0% | +25.6% | 0.013% | |
5/22/2025 | WBI Investments LLC | 6,583 | $301K | 0.1% | -82.9% | 0.013% | |
5/21/2025 | Geneos Wealth Management Inc. | 103,841 | $4.74M | 0.2% | +358.8% | 0.201% | |
5/20/2025 | Flaharty Asset Management LLC | 715,752 | $32.67M | 4.7% | -5.2% | 1.388% | |
5/20/2025 | Strive Asset Management LLC | 53,198 | $2.43M | 1.7% | +163.0% | 0.103% | |
5/20/2025 | Aspen Investment Management Inc | 83,364 | $3.81M | 1.8% | +2.0% | 0.162% | |
5/19/2025 | Jane Street Group LLC | 241,789 | $11.04M | 0.0% | N/A | 0.469% | |
5/19/2025 | SageView Advisory Group LLC | 63,311 | $2.89M | 0.1% | -4.5% | 0.123% | |
5/16/2025 | Coppell Advisory Solutions LLC | 42,073 | $1.92M | 0.2% | -33.3% | 0.082% | |
5/16/2025 | Arete Wealth Advisors LLC | 42,390 | $1.94M | 0.1% | +1.2% | 0.082% | |
5/16/2025 | Goldman Sachs Group Inc. | 115,095 | $5.25M | 0.0% | N/A | 0.223% | |
5/16/2025 | Jones Financial Companies Lllp | 51,756 | $2.36M | 0.0% | +495.6% | 0.100% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 41,792 | $1.91M | 1.3% | -17.5% | 0.081% | |
5/16/2025 | Plotkin Financial Advisors LLC | 12,431 | $567K | 0.3% | +30.6% | 0.024% | |
5/16/2025 | NewEdge Advisors LLC | 273,160 | $12.47M | 0.1% | +40.6% | 0.530% | |
5/16/2025 | Integrated Wealth Concepts LLC | 219,136 | $10.00M | 0.1% | +6.9% | 0.425% | |
5/15/2025 | Capital Investment Counsel LLC | 322,679 | $14.73M | 2.4% | +17.7% | 0.626% | |
5/15/2025 | Royal Bank of Canada | 1,574,414 | $71.87M | 0.0% | -0.7% | 3.054% | |
5/15/2025 | Betterment LLC | 8,216 | $375K | 0.0% | N/A | 0.016% | |
5/15/2025 | Baird Financial Group Inc. | 100,810 | $4.60M | 0.0% | +19.7% | 0.196% | |
5/14/2025 | CreativeOne Wealth LLC | 7,303 | $333K | 0.0% | +30.6% | 0.014% | |
5/14/2025 | CNO Financial Group Inc. | 152,000 | $6.94M | 5.8% | N/A | 0.295% | |
5/14/2025 | PKS Advisory Services LLC | 5,683 | $259K | 0.1% | +13.1% | 0.011% | |
5/14/2025 | Jane Street Group LLC | 241,789 | $11.04M | 0.0% | N/A | 0.469% | |
5/14/2025 | Comerica Bank | 55,417 | $2.53M | 0.0% | +9.4% | 0.108% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 153,995 | $7.03M | 2.0% | +13.0% | 0.299% | |
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5/14/2025 | Northwestern Mutual Wealth Management Co. | 13,239 | $604K | 0.0% | -9.3% | 0.026% | |
5/14/2025 | Trinity Legacy Partners LLC | 73,632 | $3.38M | 0.9% | -6.4% | 0.143% | |
5/14/2025 | Kestra Advisory Services LLC | 75,432 | $3.44M | 0.0% | -4.8% | 0.146% | |
5/14/2025 | Purus Wealth Management LLC | 8,220 | $375K | 0.2% | -4.1% | 0.016% | |
5/14/2025 | CW Advisors LLC | 21,997 | $1.01M | 0.0% | +233.1% | 0.043% | |
5/14/2025 | Flow Traders U.S. LLC | 13,849 | $632K | 0.0% | N/A | 0.027% | |
5/14/2025 | Capital Analysts LLC | 10,104 | $461K | 0.0% | +5.9% | 0.020% | |
5/14/2025 | Venture Visionary Partners LLC | 10,185 | $465K | 0.0% | -50.0% | 0.020% | |
5/14/2025 | JT Stratford LLC | 15,655 | $715K | 0.1% | +48.0% | 0.030% | |
5/14/2025 | Petix & Botte Co | 77,753 | $3.55M | 0.9% | +45.8% | 0.151% | |