8/27/2025 | Orion Porfolio Solutions LLC | 3,531 | $241K | 0.0% | N/A | 0.065% | |
8/19/2025 | Advisory Services Network LLC | 10,871 | $763K | 0.0% | -34.5% | 0.200% | |
8/18/2025 | Geneos Wealth Management Inc. | 6,611 | $451K | 0.0% | +49.3% | 0.122% | |
8/15/2025 | Orion Porfolio Solutions LLC | 3,531 | $241K | 0.0% | N/A | 0.065% | |
8/15/2025 | MML Investors Services LLC | 37,772 | $2.58M | 0.0% | -77.4% | 0.694% | |
8/15/2025 | EP Wealth Advisors LLC | 10,404 | $710K | 0.0% | -49.3% | 0.191% | |
8/15/2025 | Bank of America Corp DE | 176,027 | $12.02M | 0.0% | -26.3% | 3.236% | |
8/15/2025 | Ameriprise Financial Inc. | 212,785 | $14.60M | 0.0% | +107.5% | 3.911% | |
8/14/2025 | Raymond James Financial Inc. | 103,250 | $7.05M | 0.0% | -60.9% | 1.898% | |
8/14/2025 | Darwin Wealth Management LLC | 9,000 | $615K | 0.2% | N/A | 0.165% | |
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8/14/2025 | Transamerica Financial Advisors LLC | 222,809 | $15.22M | 1.4% | -12.7% | 4.096% | |
8/14/2025 | Qube Research & Technologies Ltd | 1,157 | $79K | 0.0% | +5,685.0% | 0.021% | |
8/13/2025 | StoneX Group Inc. | 37,088 | $2.53M | 0.1% | +7.4% | 0.682% | |
8/13/2025 | Quadrature Capital Ltd | 10,936 | $747K | 0.0% | +117.0% | 0.201% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 5,111 | $349K | 0.0% | +24.4% | 0.094% | |
8/12/2025 | Journey Strategic Wealth LLC | 3,000 | $205K | 0.0% | N/A | 0.055% | |
8/8/2025 | Cetera Investment Advisers | 18,482 | $1.26M | 0.0% | -9.4% | 0.340% | |
8/6/2025 | Golden State Wealth Management LLC | 26,771 | $1.83M | 0.2% | +15.0% | 0.492% | |
8/5/2025 | Sigma Planning Corp | 8,121 | $555K | 0.0% | -8.2% | 0.149% | |
8/5/2025 | GHP Investment Advisors Inc. | 650 | $44K | 0.0% | N/A | 0.012% | |
8/1/2025 | Envestnet Asset Management Inc. | 14,475 | $988K | 0.0% | -12.1% | 0.265% | |
7/29/2025 | Stratos Wealth Partners LTD. | 10,741 | $734K | 0.0% | +1.4% | 0.196% | |
7/29/2025 | Private Trust Co. NA | 2,854 | $195K | 0.0% | -16.4% | 0.052% | |
7/25/2025 | MGO One Seven LLC | 3,965 | $271K | 0.0% | -40.3% | 0.072% | |
7/25/2025 | Genesee Capital Advisors LLC | 8,484 | $579K | 0.3% | -56.3% | 0.154% | |
7/25/2025 | SPC Financial Inc. | 14,631 | $999K | 0.1% | -7.6% | 0.266% | |
7/24/2025 | WMG Financial Advisors LLC | 4,688 | $320K | 0.1% | -17.6% | 0.085% | |
7/23/2025 | Trueblood Wealth Management LLC | 5,623 | $384K | 0.2% | +12.4% | 0.102% | |
7/22/2025 | Red Tortoise LLC | 390 | $27K | 0.0% | N/A | 0.007% | |
7/22/2025 | Merit Financial Group LLC | 81,687 | $5.58M | 0.1% | -11.9% | 1.477% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 5,819 | $397K | 0.0% | -3.7% | 0.105% | |
7/22/2025 | Berger Financial Group Inc | 2,938 | $201K | 0.0% | N/A | 0.053% | |
7/17/2025 | Janney Montgomery Scott LLC | 89,994 | $6.15M | 0.0% | -17.8% | 1.607% | |
7/11/2025 | Farther Finance Advisors LLC | 32,132 | $2.19M | 0.0% | -2.0% | 0.574% | |
7/11/2025 | Silver Oak Securities Incorporated | 40,163 | $2.74M | 0.2% | N/A | 0.717% | |
5/19/2025 | Jane Street Group LLC | 24,668 | $1.45M | 0.0% | -108.1% | 0.408% | |
5/16/2025 | Jones Financial Companies Lllp | 2,203 | $130K | 0.0% | +29.0% | 0.036% | |
5/16/2025 | Integrated Wealth Concepts LLC | 7,050 | $416K | 0.0% | +74.1% | 0.117% | |
5/15/2025 | EP Wealth Advisors LLC | 20,523 | $1.21M | 0.0% | -2.4% | 0.339% | |
5/15/2025 | Royal Bank of Canada | 29,968 | $1.77M | 0.0% | -81.7% | 0.495% | |
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5/15/2025 | MAI Capital Management | 541 | $32K | 0.0% | +336.3% | 0.009% | |
5/15/2025 | OLD Mission Capital LLC | 16,744 | $987K | 0.0% | N/A | 0.277% | |
5/14/2025 | Transamerica Financial Advisors LLC | 255,095 | $15.04M | 1.5% | +2.7% | 4.216% | |
5/14/2025 | SVB Wealth LLC | 975 | $57K | 0.0% | N/A | 0.016% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 23,080 | $1.36M | 0.0% | -1.4% | 0.381% | |
5/13/2025 | Raymond James Financial Inc. | 264,332 | $15.59M | 0.0% | -11.8% | 4.369% | |
5/13/2025 | HighTower Advisors LLC | 428,768 | $25.28M | 0.0% | -10.0% | 7.087% | |
5/12/2025 | Cooper Financial Group | 4,661 | $275K | 0.0% | +5.8% | 0.077% | |
5/9/2025 | Chicago Partners Investment Group LLC | 6,450 | $396K | 0.0% | N/A | 0.101% | |
5/9/2025 | Atria Wealth Solutions Inc. | 13,664 | $806K | 0.0% | -7.4% | 0.214% | |
5/8/2025 | SPC Financial Inc. | 15,827 | $933K | 0.1% | +1.3% | 0.248% | |
5/7/2025 | LPL Financial LLC | 622,342 | $36.69M | 0.0% | -0.8% | 9.739% | |
5/6/2025 | Cetera Investment Advisers | 20,396 | $1.20M | 0.0% | +3.7% | 0.337% | |
5/6/2025 | AE Wealth Management LLC | 671 | $40K | 0.0% | N/A | 0.011% | |
5/6/2025 | WMG Financial Advisors LLC | 5,687 | $335K | 0.1% | +14.2% | 0.094% | |
5/5/2025 | Private Advisor Group LLC | 15,193 | $896K | 0.0% | +6.5% | 0.251% | |
5/2/2025 | Theory Financial LLC | 36,135 | $2.13M | 0.9% | -59.1% | 0.597% | |
5/2/2025 | Sigma Planning Corp | 8,846 | $522K | 0.0% | +15.3% | 0.146% | |
4/30/2025 | Stratos Wealth Partners LTD. | 10,591 | $624K | 0.0% | -6.1% | 0.172% | |
4/29/2025 | Envestnet Asset Management Inc. | 16,475 | $971K | 0.0% | +26.2% | 0.268% | |
4/28/2025 | Private Trust Co. NA | 3,412 | $201K | 0.0% | +19.6% | 0.055% | |
4/25/2025 | MorganRosel Wealth Management LLC | 754 | $44K | 0.0% | N/A | 0.012% | |
4/25/2025 | Guerra Advisors Inc | 41,822 | $2.47M | 1.4% | +11.9% | 0.675% | |
4/24/2025 | Golden State Wealth Management LLC | 23,284 | $1.37M | 0.2% | +2.2% | 0.376% | |
4/23/2025 | Western Financial Corp CA | 6,206 | $366K | 0.2% | +7.0% | 0.100% | |
4/23/2025 | Golden State Wealth Management LLC | 46,563 | $2.75M | 0.2% | +104.3% | 0.751% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 95,925 | $5.66M | 0.0% | +59.4% | 1.547% | |
4/22/2025 | Genesee Capital Advisors LLC | 19,423 | $1.15M | 0.6% | -43.0% | 0.313% | |
4/22/2025 | MinichMacGregor Wealth Management LLC | 5,982 | $353K | 0.1% | +7.3% | 0.096% | |
4/22/2025 | Nilsine Partners LLC | 21,787 | $1.29M | 0.1% | -15.4% | 0.351% | |
4/22/2025 | Carr Financial Group Corp | 4,250 | $251K | 0.1% | -5.2% | 0.069% | |
4/17/2025 | Janney Montgomery Scott LLC | 109,541 | $6.46M | 0.0% | -0.2% | 1.764% | |
4/15/2025 | Trueblood Wealth Management LLC | 5,004 | $295K | 0.1% | N/A | 0.081% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 6,041 | $356K | 0.0% | -37.6% | 0.091% | |
4/14/2025 | Farther Finance Advisors LLC | 32,782 | $1.95M | 0.0% | N/A | 0.491% | |
4/14/2025 | IMC Chicago LLC | 33,924 | $2M | 0.0% | N/A | 0.509% | |
4/14/2025 | Outlook Wealth Advisors LLC | 26,370 | $1.56M | 0.4% | +26.6% | 0.395% | |
4/9/2025 | Merit Financial Group LLC | 92,742 | $5.47M | 0.1% | -44.7% | 1.247% | |
3/24/2025 | Fulcrum Equity Management | 15,454 | $1.12M | 1.1% | N/A | 0.197% | |
3/12/2025 | Centaurus Financial Inc. | 1,700 | $123K | 0.0% | -22.7% | 0.022% | |
2/24/2025 | Ameriflex Group Inc. | 4,231 | $306K | 0.1% | N/A | 0.054% | |
2/18/2025 | Western Wealth Management LLC | 4,087 | $297K | 0.1% | -29.9% | 0.052% | |
2/17/2025 | Cetera Investment Advisers | 19,668 | $1.43M | 0.0% | +5.6% | 0.250% | |
2/17/2025 | Bank of America Corp DE | 248,083 | $18.00M | 0.0% | -3.2% | 3.156% | |
2/17/2025 | Ameriprise Financial Inc. | 120,737 | $8.76M | 0.0% | +30.8% | 1.536% | |
2/17/2025 | Aptus Capital Advisors LLC | 1,500 | $109K | 0.0% | N/A | 0.019% | |
2/14/2025 | Comerica Bank | 10,108 | $733K | 0.0% | -15.2% | 0.129% | |
2/14/2025 | Berger Financial Group Inc | 3,014 | $219K | 0.0% | N/A | 0.038% | |
2/14/2025 | MGO One Seven LLC | 9,838 | $714K | 0.0% | +8.3% | 0.125% | |
2/14/2025 | Stifel Financial Corp | 62,273 | $4.52M | 0.0% | -1.8% | 0.792% | |
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2/14/2025 | OneDigital Investment Advisors LLC | 2,803 | $203K | 0.0% | N/A | 0.036% | |
2/14/2025 | MML Investors Services LLC | 155,898 | $11.31M | 0.0% | +49.1% | 1.983% | |
2/13/2025 | Mariner LLC | 3,040 | $221K | 0.0% | -12.1% | 0.039% | |
2/13/2025 | Raymond James Financial Inc. | 299,735 | $21.75M | 0.0% | N/A | 3.813% | |
2/13/2025 | Advisory Services Network LLC | 9,286 | $674K | 0.0% | +34.7% | 0.118% | |
2/13/2025 | Envestnet Asset Management Inc. | 13,057 | $947K | 0.0% | -57.2% | 0.166% | |
2/13/2025 | Wells Fargo & Company MN | 132,604 | $9.62M | 0.0% | +3.8% | 1.687% | |
2/12/2025 | StoneX Group Inc. | 33,687 | $2.44M | 0.2% | -0.6% | 0.429% | |
2/12/2025 | Transamerica Financial Advisors Inc. | 248,394 | $18.02M | 1.8% | +4.0% | 3.160% | |
2/11/2025 | LPL Financial LLC | 627,147 | $45.51M | 0.0% | +8.7% | 7.979% | |