7/10/2025 | PMV Capital Advisers LLC | 6,634 | $397K | 0.9% | -4.0% | 0.006% | |
7/10/2025 | Worth Asset Management LLC | 4,133 | $247K | 0.1% | N/A | 0.004% | |
7/10/2025 | Guided Capital Wealth Management LLC | 16,916 | $1.01M | 0.8% | -23.6% | 0.016% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 430,606 | $25.78M | 0.0% | -1.2% | 0.405% | |
7/10/2025 | Signal Advisors Wealth LLC | 6,964 | $417K | 0.0% | +9.3% | 0.007% | |
7/10/2025 | Sovran Advisors LLC | 42,372 | $2.54M | 0.3% | +668.9% | 0.040% | |
7/9/2025 | Keystone Wealth Services LLC | 35,841 | $2.15M | 0.5% | +21.5% | 0.034% | |
7/9/2025 | Balefire LLC | 24,609 | $1.47M | 0.3% | N/A | 0.023% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 3,974 | $238K | 0.0% | -62.5% | 0.004% | |
7/9/2025 | Triumph Capital Management | 259,341 | $15.53M | 4.7% | -5.0% | 0.244% | |
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7/9/2025 | Key Client Fiduciary Advisors LLC | 45,145 | $2.70M | 1.1% | +5.5% | 0.042% | |
7/9/2025 | Sterling Manor Financial LLC | 178,018 | $10.66M | 7.1% | +4.4% | 0.167% | |
7/9/2025 | Client First Investment Management LLC | 4,256 | $255K | 0.2% | -8.1% | 0.004% | |
7/8/2025 | Paladin Wealth LLC | 17,695 | $1.06M | 0.8% | -8.1% | 0.017% | |
7/8/2025 | NBC Securities Inc. | 30,883 | $1.85M | 0.2% | +3.5% | 0.029% | |
7/8/2025 | Gradient Investments LLC | 423,183 | $25.34M | 0.5% | -0.9% | 0.398% | |
7/7/2025 | Wesbanco Bank Inc. | 165,894 | $9.93M | 0.3% | N/A | 0.156% | |
7/7/2025 | Nova Wealth Management Inc. | 8,776 | $525K | 0.4% | -5.5% | 0.008% | |
7/3/2025 | TrueWealth Advisors LLC | 7,818 | $468K | 0.1% | -25.3% | 0.007% | |
7/3/2025 | City Center Advisors LLC | 3,760 | $225K | 0.2% | -18.2% | 0.004% | |
7/1/2025 | Park National Corp OH | 294,895 | $17.66M | 0.6% | +20.0% | 0.277% | |
5/29/2025 | Nova Wealth Management Inc. | 9,286 | $556K | 0.5% | +80.9% | 0.008% | |
5/28/2025 | Anderson Financial Strategies LLC | 750 | $45K | 0.0% | N/A | 0.001% | |
5/28/2025 | GK Wealth Management LLC | 4,342 | $260K | 0.3% | -14.9% | 0.004% | |
5/28/2025 | Ellsworth Advisors LLC | 186,462 | $11.16M | 2.9% | +3.0% | 0.168% | |
5/28/2025 | Wealth Management Associates Inc. | 15,228 | $911K | 0.4% | +3.5% | 0.014% | |
5/22/2025 | Mattson Financial Services LLC | 8,196 | $490K | 0.1% | -28.1% | 0.008% | |
5/21/2025 | Geneos Wealth Management Inc. | 22,263 | $1.33M | 0.0% | +18.1% | 0.020% | |
5/20/2025 | Flaharty Asset Management LLC | 2,465 | $148K | 0.0% | N/A | 0.002% | |
5/20/2025 | Integrity Alliance LLC. | 8,079 | $483K | 0.0% | N/A | 0.007% | |
5/19/2025 | Advisory Alpha LLC | 183,697 | $10.99M | 0.4% | N/A | 0.165% | |
5/16/2025 | Coppell Advisory Solutions LLC | 289,299 | $17.37M | 1.4% | -42.9% | 0.260% | |
5/16/2025 | Arete Wealth Advisors LLC | 50,013 | $2.99M | 0.2% | +16.3% | 0.045% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 5,755 | $344K | 0.2% | -36.2% | 0.005% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 87,191 | $5.24M | 0.2% | -27.5% | 0.078% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 5,365 | $321K | 0.2% | -23.5% | 0.005% | |
5/16/2025 | NewEdge Advisors LLC | 293,995 | $17.59M | 0.1% | -14.1% | 0.265% | |
5/16/2025 | Integrated Wealth Concepts LLC | 55,717 | $3.33M | 0.0% | -7.1% | 0.050% | |
5/16/2025 | Concorde Asset Management LLC | 1,165,643 | $69.72M | 37.3% | +1,243.9% | 1.049% | |
5/16/2025 | Aprio Wealth Management LLC | 68,660 | $4.11M | 0.5% | +3.6% | 0.062% | |
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5/15/2025 | Paragon Private Wealth Management LLC | 7,501 | $449K | 0.2% | -38.2% | 0.007% | |
5/15/2025 | Chiron Capital Management LLC | 18,391 | $1.10M | 1.0% | -5.2% | 0.017% | |
5/15/2025 | Capital Investment Counsel LLC | 11,295 | $676K | 0.1% | -11.6% | 0.010% | |
5/15/2025 | Royal Bank of Canada | 2,637,594 | $157.83M | 0.0% | +12.7% | 2.373% | |
5/15/2025 | MAI Capital Management | 15,442 | $924K | 0.0% | -6.4% | 0.014% | |
5/15/2025 | Weitzel Financial Services Inc. | 2,263 | $135K | 0.1% | -90.3% | 0.002% | |
5/15/2025 | Calton & Associates Inc. | 5,573 | $333K | 0.1% | +44.5% | 0.005% | |
5/15/2025 | Baird Financial Group Inc. | 281,261 | $16.83M | 0.0% | +2.4% | 0.253% | |
5/15/2025 | OLD Mission Capital LLC | 7,359 | $440K | 0.0% | -55.9% | 0.007% | |
5/15/2025 | TD Capital Management LLC | 173,438 | $10.38M | 1.1% | +10.5% | 0.156% | |
5/14/2025 | CreativeOne Wealth LLC | 56,282 | $3.37M | 0.1% | -19.4% | 0.051% | |
5/14/2025 | PKS Advisory Services LLC | 4,766 | $285K | 0.1% | -21.5% | 0.004% | |
5/14/2025 | Orion Capital Management LLC | 6,254 | $374K | 0.2% | N/A | 0.006% | |
5/14/2025 | WCG Wealth Advisors LLC | 29,961 | $1.79M | 0.1% | -7.8% | 0.027% | |
5/14/2025 | Comerica Bank | 132,678 | $7.94M | 0.0% | -4.2% | 0.119% | |
5/14/2025 | Synovus Financial Corp | 75,549 | $4.52M | 0.1% | -6.7% | 0.068% | |
5/14/2025 | SVB Wealth LLC | 2,200 | $132K | 0.0% | N/A | 0.002% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 173,859 | $10.40M | 0.0% | +4.6% | 0.156% | |
5/14/2025 | Kestra Advisory Services LLC | 264,685 | $15.84M | 0.1% | -12.7% | 0.238% | |
5/14/2025 | Purus Wealth Management LLC | 38,021 | $2.28M | 1.0% | +40.7% | 0.034% | |
5/14/2025 | Summit Financial LLC | 44,141 | $2.64M | 0.1% | +33.2% | 0.040% | |
5/14/2025 | Flow Traders U.S. LLC | 67,336 | $4.03M | 0.2% | +379.2% | 0.061% | |
5/14/2025 | TFB Advisors LLC | 4,214 | $252K | 0.1% | +16.4% | 0.004% | |
5/14/2025 | GDS Wealth Management | 559,630 | $33.49M | 2.9% | -33.2% | 0.503% | |
5/14/2025 | ZEGA Investments LLC | 48,805 | $2.92M | 0.4% | +11.9% | 0.044% | |
5/14/2025 | Petix & Botte Co | 220,809 | $13.21M | 3.5% | +4.9% | 0.199% | |
5/13/2025 | Sand Hill Global Advisors LLC | 5,210 | $312K | 0.0% | N/A | 0.005% | |
5/13/2025 | Moment Partners LLC | 68,534 | $4.10M | 0.8% | -1.3% | 0.062% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 189,293 | $11.33M | 0.1% | -7.6% | 0.170% | |
5/13/2025 | Tyler Stone Wealth Management | 15,313 | $916K | 0.2% | +44.3% | 0.014% | |
5/13/2025 | Raymond James Financial Inc. | 3,192,327 | $191.03M | 0.1% | +23.2% | 2.872% | |
5/13/2025 | Cresset Asset Management LLC | 16,039 | $963K | 0.0% | -2.8% | 0.014% | |
5/13/2025 | United Capital Management of KS Inc. | 10,156 | $608K | 0.1% | +14.3% | 0.009% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 6,370 | $381K | 0.0% | -8.9% | 0.006% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 26,907 | $1.61M | 0.0% | +14.1% | 0.024% | |
5/13/2025 | HighTower Advisors LLC | 250,484 | $14.99M | 0.0% | +7.4% | 0.225% | |
5/13/2025 | Core Wealth Partners LLC | 49,102 | $2.94M | 1.7% | +1.5% | 0.044% | |
5/12/2025 | Meridian Wealth Management LLC | 9,783 | $585K | 0.0% | -39.2% | 0.009% | |
5/12/2025 | Maia Wealth LLC | 50,520 | $3.02M | 0.7% | +73.7% | 0.045% | |
5/12/2025 | Benjamin Edwards Inc. | 86,252 | $5.16M | 0.1% | +21.7% | 0.078% | |
5/12/2025 | Townsquare Capital LLC | 218,852 | $13.10M | 0.1% | -7.8% | 0.197% | |
5/12/2025 | Citigroup Inc. | 145,330 | $8.70M | 0.0% | -4.5% | 0.131% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 43,486 | $2.60M | 0.6% | -2.2% | 0.039% | |
5/12/2025 | WealthPlan Investment Management LLC | 95,125 | $5.69M | 0.6% | +4.4% | 0.086% | |
5/9/2025 | Chicago Partners Investment Group LLC | 25,045 | $1.50M | 0.0% | -1.0% | 0.023% | |
5/9/2025 | Citizens Financial Group Inc. RI | 71,224 | $4.28M | 0.1% | +0.7% | 0.064% | |
5/9/2025 | WealthShield Partners LLC | 3,432 | $206K | 0.0% | -28.5% | 0.003% | |
5/9/2025 | Atria Wealth Solutions Inc. | 159,811 | $9.60M | 0.1% | -18.6% | 0.144% | |
5/9/2025 | Cary Street Partners Financial LLC | 21,416 | $1.28M | 0.0% | +287.4% | 0.019% | |
5/9/2025 | Advyzon Investment Management LLC | 37,597 | $2.25M | 0.9% | +33.4% | 0.034% | |
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5/9/2025 | Commonwealth Equity Services LLC | 697,847 | $41.76M | 0.1% | -4.1% | 0.628% | |
5/8/2025 | IFG Advisory LLC | 35,471 | $2.12M | 0.1% | -10.8% | 0.032% | |
5/8/2025 | Moors & Cabot Inc. | 5,686 | $340K | 0.0% | -11.8% | 0.005% | |
5/8/2025 | ProVise Management Group LLC | 3,634 | $217K | 0.0% | -16.6% | 0.003% | |
5/8/2025 | Certified Advisory Corp | 6,766 | $405K | 0.0% | -4.7% | 0.006% | |
5/8/2025 | Harbour Investments Inc. | 256,721 | $15.36M | 0.4% | -6.7% | 0.231% | |
5/8/2025 | MGO One Seven LLC | 77,322 | $4.63M | 0.2% | +15.7% | 0.070% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 3,650 | $218K | 0.1% | -9.4% | 0.003% | |
5/8/2025 | 360 Financial Inc. | 28,209 | $1.69M | 0.6% | +17.6% | 0.025% | |
5/8/2025 | Arkadios Wealth Advisors | 31,950 | $1.91M | 0.1% | +7.4% | 0.029% | |