7/25/2025 | Atria Wealth Solutions Inc. | 25,407 | $1.93M | 0.0% | -6.2% | 0.272% | |
7/25/2025 | Courage Miller Partners LLC | 20,296 | $1.54M | 0.5% | -1.4% | 0.217% | |
7/25/2025 | CWM LLC | 3,837 | $292K | 0.0% | -25.8% | 0.041% | |
7/24/2025 | rebel Financial LLC | 4,342 | $330K | 0.2% | N/A | 0.046% | |
7/22/2025 | Sage Financial Group Inc. | 6,780 | $515K | 0.0% | -6.0% | 0.073% | |
7/22/2025 | DAVENPORT & Co LLC | 52,522 | $3.99M | 0.0% | +78.6% | 0.565% | |
7/22/2025 | Marietta Wealth Management LLC | 81,441 | $6.19M | 0.8% | +6.1% | 0.876% | |
7/21/2025 | Ameritas Advisory Services LLC | 768 | $58K | 0.0% | N/A | 0.008% | |
7/15/2025 | James J. Burns & Company LLC | 20,510 | $1.56M | 0.3% | +235.2% | 0.222% | |
7/15/2025 | Revisor Wealth Management LLC | 3,428 | $267K | 0.1% | -4.5% | 0.037% | |
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7/14/2025 | Flagstar Advisors Inc. | 23,119 | $1.76M | 0.5% | -15.6% | 0.250% | |
7/14/2025 | Park Avenue Securities LLC | 13,272 | $1.01M | 0.0% | N/A | 0.143% | |
7/14/2025 | Matrix Trust Co | 201,752 | $15.33M | 2.4% | +1.6% | 2.181% | |
7/10/2025 | Orgel Wealth Management LLC | 359,977 | $27.35M | 0.7% | +5.7% | 3.892% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 16,662 | $1.30M | 0.0% | -6.9% | 0.181% | |
7/10/2025 | Sovran Advisors LLC | 24,024 | $1.86M | 0.2% | N/A | 0.261% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 25,742 | $1.96M | 0.1% | N/A | 0.280% | |
7/9/2025 | Burt Wealth Advisors | 27,722 | $2.11M | 0.5% | +91.5% | 0.301% | |
7/8/2025 | Parallel Advisors LLC | 4,850 | $369K | 0.0% | +36.6% | 0.053% | |
5/20/2025 | Focus Partners Wealth | 30,923 | $2.29M | 0.0% | -89.9% | 0.347% | |
5/19/2025 | Jane Street Group LLC | 4,265 | $316K | 0.0% | +19.3% | 0.048% | |
5/16/2025 | Jones Financial Companies Lllp | 35,120 | $2.77M | 0.0% | +1,200.3% | 0.395% | |
5/16/2025 | Integrated Wealth Concepts LLC | 5,778 | $429K | 0.0% | -3.0% | 0.065% | |
5/15/2025 | EP Wealth Advisors LLC | 43,166 | $3.20M | 0.0% | -1.6% | 0.485% | |
5/15/2025 | Royal Bank of Canada | 37,503 | $2.78M | 0.0% | +3.2% | 0.421% | |
5/15/2025 | Baird Financial Group Inc. | 14,229 | $1.06M | 0.0% | -80.7% | 0.160% | |
5/14/2025 | Smartleaf Asset Management LLC | 1,950 | $143K | 0.0% | +27.6% | 0.022% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 51,180 | $3.80M | 0.0% | +9.3% | 0.575% | |
5/14/2025 | Summit Financial LLC | 3,013 | $224K | 0.0% | N/A | 0.034% | |
5/13/2025 | Raymond James Financial Inc. | 334,939 | $24.85M | 0.0% | +12.1% | 3.763% | |
5/13/2025 | DDFG Inc | 30,034 | $2.23M | 0.6% | +327.3% | 0.337% | |
5/9/2025 | Atria Wealth Solutions Inc. | 27,086 | $2.01M | 0.0% | -11.1% | 0.304% | |
5/9/2025 | Commonwealth Equity Services LLC | 202,990 | $15.06M | 0.0% | +2.6% | 2.281% | |
5/8/2025 | TIAA Trust National Association | 3,098 | $230K | 0.0% | -9.0% | 0.035% | |
5/8/2025 | US Bancorp DE | 505 | $37K | 0.0% | -57.9% | 0.006% | |
5/7/2025 | N.E.W. Advisory Services LLC | 515 | $38K | 0.0% | N/A | 0.006% | |
5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 7,862 | $583K | 0.1% | -83.5% | 0.088% | |
5/7/2025 | LPL Financial LLC | 170,079 | $12.62M | 0.0% | +7.8% | 1.911% | |
5/7/2025 | Bedel Financial Consulting Inc. | 74,804 | $5.39M | 0.8% | +3.8% | 0.840% | |
5/7/2025 | Caliber Wealth Management LLC KS | 25,602 | $1.90M | 0.3% | N/A | 0.288% | |
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5/6/2025 | Assetmark Inc. | 401 | $30K | 0.0% | -87.7% | 0.005% | |
5/6/2025 | Cetera Investment Advisers | 22,155 | $1.64M | 0.0% | +1.9% | 0.249% | |
5/6/2025 | Avantax Advisory Services Inc. | 58,183 | $4.32M | 0.0% | -1.2% | 0.654% | |
5/5/2025 | PCA Investment Advisory Services Inc. | 13,966 | $1.04M | 0.5% | -18.8% | 0.157% | |
5/5/2025 | Millstone Evans Group LLC | 40,011 | $2.97M | 2.0% | -4.3% | 0.450% | |
5/5/2025 | Aire Advisors LLC | 37,266 | $2.77M | 0.6% | +0.4% | 0.419% | |
5/5/2025 | Kestra Private Wealth Services LLC | 4,471 | $332K | 0.0% | -17.9% | 0.050% | |
5/5/2025 | Diversify Advisory Services LLC | 15,244 | $1.09M | 0.1% | +7.5% | 0.171% | |
5/5/2025 | Jackson Creek Investment Advisors LLC | 9,347 | $693K | 0.2% | +2.8% | 0.105% | |
5/2/2025 | Trust Investment Advisors | 2,790 | $207K | 0.1% | N/A | 0.031% | |
5/2/2025 | Bogart Wealth LLC | 463 | $34K | 0.0% | N/A | 0.005% | |
5/1/2025 | CWM LLC | 5,170 | $384K | 0.0% | -8.9% | 0.058% | |
4/30/2025 | Black Diamond Financial LLC | 126,111 | $9.36M | 1.4% | +11.2% | 1.417% | |
4/29/2025 | Envestnet Asset Management Inc. | 28,268 | $2.10M | 0.0% | -6.4% | 0.321% | |
4/29/2025 | HM Payson & Co. | 500 | $37K | 0.0% | -27.0% | 0.006% | |
4/29/2025 | Courage Miller Partners LLC | 20,575 | $1.53M | 0.5% | -1.4% | 0.234% | |
4/28/2025 | Revisor Wealth Management LLC | 3,588 | $266K | 0.1% | +19.0% | 0.041% | |
4/28/2025 | Private Trust Co. NA | 713 | $53K | 0.0% | +130.0% | 0.008% | |
4/28/2025 | DAVENPORT & Co LLC | 29,411 | $2.18M | 0.0% | +11.2% | 0.334% | |
4/24/2025 | swisspartners Advisors Ltd | 108,110 | $8.02M | 7.5% | +3.5% | 1.229% | |
4/23/2025 | Western Wealth Management LLC | 2,800 | $208K | 0.0% | -13.0% | 0.032% | |
4/23/2025 | GHP Investment Advisors Inc. | 83,472 | $6.19M | 0.3% | -1.4% | 0.949% | |
4/22/2025 | Rodgers & Associates LTD | 94,180 | $6.99M | 0.9% | +10.2% | 1.070% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 6,703 | $497K | 0.0% | +8.4% | 0.076% | |
4/22/2025 | Madison Wealth Partners Inc | 7,894 | $586K | 0.1% | -6.0% | 0.090% | |
4/22/2025 | Sage Financial Group Inc. | 7,211 | $535K | 0.0% | -3.7% | 0.082% | |
4/22/2025 | Burt Wealth Advisors | 14,480 | $1.07M | 0.3% | -3.1% | 0.165% | |
4/22/2025 | Marietta Wealth Management LLC | 76,747 | $5.69M | 0.8% | +3.8% | 0.872% | |
4/21/2025 | Jim Saulnier & Associates LLC | 28,022 | $2.08M | 1.7% | +4.4% | 0.318% | |
4/21/2025 | Trivant Custom Portfolio Group LLC | 5,001 | $371K | 0.2% | +27.2% | 0.057% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 17,895 | $1.33M | 0.0% | -10.4% | 0.205% | |
4/16/2025 | Steele Capital Management Inc. | 198,515 | $14.73M | 0.8% | +0.1% | 2.269% | |
4/15/2025 | Ipsen Advisor Group LLC | 80,098 | $5.94M | 5.1% | +1.9% | 0.915% | |
4/15/2025 | Orgel Wealth Management LLC | 340,525 | $25.26M | 0.7% | -0.8% | 3.892% | |
4/10/2025 | Retirement Planning Group LLC | 17,967 | $1.33M | 0.1% | -6.0% | 0.211% | |
4/10/2025 | Matrix Trust Co | 198,515 | $14.73M | 2.5% | +0.1% | 2.335% | |
4/9/2025 | Merit Financial Group LLC | 24,435 | $1.81M | 0.0% | -7.3% | 0.287% | |
4/9/2025 | Flagstar Advisors Inc. | 27,394 | $2.03M | 0.5% | -3.5% | 0.322% | |
4/8/2025 | James J. Burns & Company LLC | 6,119 | $454K | 0.1% | -5.4% | 0.072% | |
4/8/2025 | Parallel Advisors LLC | 3,550 | $263K | 0.0% | N/A | 0.042% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 19,963 | $1.48M | 0.0% | +23.5% | 0.226% | |
2/24/2025 | Ameriflex Group Inc. | 417 | $32K | 0.0% | N/A | 0.005% | |
2/20/2025 | Revisor Wealth Management LLC | 3,015 | $226K | 0.2% | N/A | 0.034% | |
2/18/2025 | Retirement Planning Group LLC | 19,106 | $1.42M | 0.1% | +2.0% | 0.216% | |
2/17/2025 | Vivaldi Capital Management LP | 22,366 | $1.73M | 0.3% | +5.5% | 0.253% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 1,407 | $104K | 0.0% | -30.0% | 0.016% | |
2/17/2025 | Focus Partners Wealth | 305,677 | $22.70M | 0.1% | +2,220.8% | 3.454% | |
2/17/2025 | EP Wealth Advisors LLC | 43,862 | $3.26M | 0.0% | +1.4% | 0.496% | |
2/17/2025 | Cetera Investment Advisers | 21,746 | $1.62M | 0.0% | +1.9% | 0.246% | |
2/17/2025 | Captrust Financial Advisors | 13,771 | $1.02M | 0.0% | +1.5% | 0.156% | |
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2/17/2025 | Baird Financial Group Inc. | 73,616 | $5.47M | 0.0% | +1.2% | 0.832% | |
2/17/2025 | Bank of America Corp DE | 191,945 | $14.25M | 0.0% | -1.8% | 2.169% | |
2/17/2025 | Ameriprise Financial Inc. | 62,756 | $4.66M | 0.0% | +20.8% | 0.709% | |
2/17/2025 | Aptus Capital Advisors LLC | 1,407 | $104K | 0.0% | -30.0% | 0.016% | |
2/14/2025 | Jane Street Group LLC | 3,574 | $265K | 0.0% | -41.3% | 0.040% | |
2/14/2025 | Stifel Financial Corp | 42,931 | $3.19M | 0.0% | +4.9% | 0.485% | |
2/14/2025 | MML Investors Services LLC | 34,567 | $2.57M | 0.0% | +2.7% | 0.391% | |
2/13/2025 | Mariner LLC | 58,088 | $4.31M | 0.0% | +2.9% | 0.656% | |
2/13/2025 | Raymond James Financial Inc. | 298,735 | $22.18M | 0.0% | N/A | 3.376% | |
2/13/2025 | Envestnet Asset Management Inc. | 30,194 | $2.24M | 0.0% | -2.5% | 0.341% | |