6/2/2025 | Modern Wealth Management LLC | 2,340 | $406K | 0.0% | -8.6% | 0.018% | |
5/29/2025 | Nova Wealth Management Inc. | 195 | $34K | 0.0% | -40.0% | 0.001% | |
5/29/2025 | Apeiron RIA LLC | 7,972 | $1.38M | 0.4% | +7.3% | 0.060% | |
5/27/2025 | Jacobi Capital Management LLC | 6,646 | $1.15M | 0.1% | -1.7% | 0.048% | |
5/22/2025 | Rollins Financial Advisors LLC | 7,673 | $1.33M | 0.2% | -4.1% | 0.055% | |
5/21/2025 | Geneos Wealth Management Inc. | 8,398 | $1.46M | 0.0% | +14.9% | 0.061% | |
5/20/2025 | Belpointe Asset Management LLC | 17,033 | $2.96M | 0.2% | -5.1% | 0.123% | |
5/20/2025 | Integrity Alliance LLC. | 2,143 | $372K | 0.0% | N/A | 0.015% | |
5/19/2025 | Jane Street Group LLC | 28,691 | $4.98M | 0.0% | -176.6% | 0.207% | |
5/16/2025 | Coppell Advisory Solutions LLC | 10,909 | $1.93M | 0.2% | -54.8% | 0.079% | |
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5/16/2025 | Signature Estate & Investment Advisors LLC | 5,164 | $896K | 0.0% | -1.7% | 0.037% | |
5/16/2025 | Goldman Sachs Group Inc. | 93,721 | $16.27M | 0.0% | +27.9% | 0.677% | |
5/16/2025 | Jones Financial Companies Lllp | 8,297 | $1.44M | 0.0% | -19.3% | 0.060% | |
5/16/2025 | Pinnacle Family Advisors LLC | 1,259 | $219K | 0.1% | N/A | 0.009% | |
5/16/2025 | NewEdge Advisors LLC | 130,858 | $22.71M | 0.1% | +7.6% | 0.945% | |
5/16/2025 | Integrated Wealth Concepts LLC | 40,437 | $7.02M | 0.1% | -51.3% | 0.292% | |
5/16/2025 | Clark Capital Management Group Inc. | 1,703 | $296K | 0.0% | -22.7% | 0.012% | |
5/15/2025 | Paragon Private Wealth Management LLC | 10,186 | $1.77M | 0.8% | -29.1% | 0.074% | |
5/15/2025 | EP Wealth Advisors LLC | 79,336 | $13.77M | 0.1% | -0.3% | 0.573% | |
5/15/2025 | Royal Bank of Canada | 257,384 | $44.67M | 0.0% | +3.4% | 1.858% | |
5/15/2025 | Betterment LLC | 3,113 | $540K | 0.0% | N/A | 0.022% | |
5/15/2025 | MAI Capital Management | 2,872 | $499K | 0.0% | -34.9% | 0.021% | |
5/15/2025 | Baird Financial Group Inc. | 90,771 | $15.75M | 0.0% | -14.4% | 0.655% | |
5/14/2025 | Transamerica Financial Advisors LLC | 11,942 | $2.07M | 0.2% | -4.5% | 0.086% | |
5/14/2025 | CreativeOne Wealth LLC | 2,890 | $502K | 0.0% | +2.8% | 0.021% | |
5/14/2025 | WCG Wealth Advisors LLC | 33,295 | $5.78M | 0.4% | -16.9% | 0.240% | |
5/14/2025 | Comerica Bank | 1,997 | $347K | 0.0% | -20.2% | 0.014% | |
5/14/2025 | Synovus Financial Corp | 3,391 | $589K | 0.0% | -27.2% | 0.024% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 65,201 | $11.32M | 0.0% | -3.8% | 0.471% | |
5/14/2025 | Kestra Advisory Services LLC | 71,949 | $12.49M | 0.1% | -2.5% | 0.519% | |
5/14/2025 | CW Advisors LLC | 6,090 | $1.10M | 0.0% | N/A | 0.044% | |
5/14/2025 | Capital Wealth Alliance LLC | 1,482 | $257K | 0.2% | -61.0% | 0.011% | |
5/14/2025 | Summit Financial LLC | 5,660 | $982K | 0.0% | +22.1% | 0.041% | |
5/14/2025 | Flow Traders U.S. LLC | 6,483 | $1.13M | 0.0% | N/A | 0.047% | |
5/14/2025 | Hsbc Holdings PLC | 4,624 | $791K | 0.0% | N/A | 0.033% | |
5/13/2025 | TriaGen Wealth Management LLC | 6,745 | $1.17M | 0.4% | -48.2% | 0.049% | |
5/13/2025 | Raymond James Financial Inc. | 496,798 | $86.22M | 0.0% | +0.6% | 3.587% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 30,474 | $5.29M | 0.1% | -7.8% | 0.220% | |
5/13/2025 | Dagco Inc. | 702 | $122K | 0.0% | N/A | 0.005% | |
5/13/2025 | Russell Investments Group Ltd. | 1,202 | $209K | 0.0% | +16.5% | 0.009% | |
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5/13/2025 | HighTower Advisors LLC | 13,617 | $2.36M | 0.0% | -1.4% | 0.098% | |
5/12/2025 | SouthState Corp | 437 | $76K | 0.0% | N/A | 0.003% | |
5/12/2025 | Benjamin Edwards Inc. | 73,752 | $12.80M | 0.2% | -0.9% | 0.533% | |
5/12/2025 | Townsquare Capital LLC | 4,455 | $773K | 0.0% | N/A | 0.032% | |
5/12/2025 | National Bank of Canada FI | 2,520 | $437K | 0.0% | -14.9% | 0.018% | |
5/12/2025 | Citigroup Inc. | 117,250 | $20.35M | 0.0% | +16.4% | 0.847% | |
5/9/2025 | Chicago Partners Investment Group LLC | 5,248 | $954K | 0.0% | +1.4% | 0.038% | |
5/9/2025 | Atria Wealth Solutions Inc. | 18,258 | $3.17M | 0.0% | -15.3% | 0.132% | |
5/9/2025 | Syntegra Private Wealth Group LLC | 125,838 | $21.84M | 2.6% | -3.0% | 0.909% | |
5/9/2025 | Empower Advisory Group LLC | 1,267 | $220K | 0.0% | -24.0% | 0.009% | |
5/9/2025 | Sfmg LLC | 21,959 | $3.81M | 0.3% | -2.1% | 0.159% | |
5/9/2025 | L & S Advisors Inc | 1,759 | $305K | 0.0% | -3.0% | 0.013% | |
5/9/2025 | PNC Financial Services Group Inc. | 9,052 | $1.57M | 0.0% | -4.7% | 0.065% | |
5/8/2025 | US Bancorp DE | 4,456 | $773K | 0.0% | -5.0% | 0.032% | |
5/8/2025 | Harbour Investments Inc. | 25,897 | $4.50M | 0.1% | -0.7% | 0.193% | |
5/8/2025 | RVW Wealth LLC | 90,174 | $15.65M | 1.5% | -5.9% | 0.670% | |
5/8/2025 | GSA Capital Partners LLP | 3,138 | $545K | 0.0% | +44.8% | 0.023% | |
5/7/2025 | Miller Investment Management LP | 82,824 | $14.38M | 1.6% | -0.5% | 0.598% | |
5/7/2025 | SLT Holdings LLC | 8,446 | $1.47M | 1.5% | -8.1% | 0.061% | |
5/7/2025 | Foundations Investment Advisors LLC | 12,146 | $2.11M | 0.0% | -15.2% | 0.088% | |
5/7/2025 | Brio Consultants LLC | 25,242 | $4.38M | 1.6% | N/A | 0.182% | |
5/7/2025 | LPL Financial LLC | 527,370 | $91.53M | 0.0% | -3.8% | 3.808% | |
5/7/2025 | Texas Yale Capital Corp. | 20,927 | $3.63M | 0.1% | +11.0% | 0.151% | |
5/7/2025 | First Heartland Consultants Inc. | 2,262 | $393K | 0.0% | -63.6% | 0.016% | |
5/6/2025 | Assetmark Inc. | 32,930 | $5.72M | 0.0% | +7.6% | 0.238% | |
5/6/2025 | Cetera Investment Advisers | 68,115 | $11.82M | 0.0% | -5.3% | 0.492% | |
5/6/2025 | Avantax Advisory Services Inc. | 11,997 | $2.08M | 0.0% | -13.5% | 0.087% | |
5/6/2025 | Brookwood Investment Group LLC | 1,887 | $328K | 0.1% | N/A | 0.014% | |
5/6/2025 | Kovack Advisors Inc. | 2,411 | $418K | 0.0% | -9.4% | 0.017% | |
5/6/2025 | Holistic Financial Partners | 5,057 | $878K | 0.4% | +121.0% | 0.037% | |
5/6/2025 | AE Wealth Management LLC | 17,827 | $3.09M | 0.0% | -2.4% | 0.129% | |
5/6/2025 | Wedbush Securities Inc. | 8,173 | $1.42M | 0.1% | -1.1% | 0.059% | |
5/6/2025 | Old Port Advisors | 2,207 | $383K | 0.1% | -11.0% | 0.016% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 2,007 | $348K | 0.2% | N/A | 0.014% | |
5/6/2025 | WMG Financial Advisors LLC | 6,892 | $1.20M | 0.5% | -3.4% | 0.050% | |
5/6/2025 | PFG Advisors | 4,808 | $835K | 0.0% | -11.7% | 0.035% | |
5/5/2025 | IFP Advisors Inc | 11,866 | $2.06M | 0.1% | +53.4% | 0.086% | |
5/5/2025 | OneAscent Financial Services LLC | 8,534 | $1.48M | 0.1% | +11.2% | 0.062% | |
5/5/2025 | Kestra Private Wealth Services LLC | 5,645 | $980K | 0.0% | -10.1% | 0.041% | |
5/5/2025 | PCG Wealth Advisors LLC | 16,074 | $2.79M | 1.0% | -27.9% | 0.116% | |
5/5/2025 | Private Advisor Group LLC | 37,866 | $6.57M | 0.0% | -5.9% | 0.273% | |
5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 8,334 | $1.45M | 0.0% | +14.0% | 0.060% | |
5/2/2025 | Wealthfront Advisers LLC | 10,237 | $1.78M | 0.0% | -13.1% | 0.072% | |
5/2/2025 | Apollon Wealth Management LLC | 5,709 | $991K | 0.0% | +9.3% | 0.040% | |
5/2/2025 | Leelyn Smith LLC | 2,162 | $375K | 0.1% | +14.9% | 0.015% | |
5/1/2025 | MTM Investment Management LLC | 15,033 | $2.63M | 1.0% | -1.5% | 0.105% | |
5/1/2025 | CWM LLC | 21,506 | $3.73M | 0.0% | -8.3% | 0.150% | |
5/1/2025 | Realta Investment Advisors | 3,251 | $564K | 0.3% | +14.4% | 0.023% | |
5/1/2025 | Fifth Third Securities Inc. | 19,291 | $3.35M | 0.3% | +4.8% | 0.135% | |
5/1/2025 | Gateway Wealth Partners LLC | 10,044 | $1.74M | 0.4% | +51.6% | 0.070% | |
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4/30/2025 | Allworth Financial LP | 128,519 | $22.42M | 0.1% | -2.2% | 0.899% | |
4/30/2025 | Principal Securities Inc. | 9,521 | $1.79M | 0.0% | +0.6% | 0.067% | |
4/30/2025 | TradeWell Securities LLC. | 8,349 | $1.45M | 0.8% | +5.5% | 0.058% | |
4/30/2025 | Peterson Wealth Advisors LLC | 4,922 | $854K | 0.2% | +12.4% | 0.034% | |
4/30/2025 | Stratos Wealth Partners LTD. | 10,349 | $1.80M | 0.0% | -15.2% | 0.072% | |
4/30/2025 | Bank Hapoalim BM | 3,142 | $545K | 0.1% | -2.6% | 0.022% | |
4/30/2025 | Planning Directions Inc. | 3,437 | $597K | 0.3% | N/A | 0.024% | |
4/30/2025 | J Hagan Capital Inc. | 2,535 | $477K | 0.4% | N/A | 0.018% | |
4/30/2025 | Synergy Investment Management LLC | 254 | $44K | 0.0% | +55.8% | 0.002% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 30,903 | $5.36M | 1.1% | -3.4% | 0.216% | |