9/4/2025 | Osaic Holdings Inc. | 55,119 | $3.45M | 0.0% | -18.6% | 0.106% | |
8/27/2025 | Orion Porfolio Solutions LLC | 268,592 | $16.80M | 0.1% | +29.0% | 0.514% | |
8/19/2025 | Cape Investment Advisory Inc. | 883 | $55K | 0.0% | +40.8% | 0.002% | |
8/15/2025 | Smartleaf Asset Management LLC | 34,151 | $2.12M | 0.2% | -23.2% | 0.065% | |
8/15/2025 | Orion Porfolio Solutions LLC | 268,592 | $16.80M | 0.1% | +29.0% | 0.514% | |
8/15/2025 | MML Investors Services LLC | 58,783 | $3.68M | 0.0% | +60.5% | 0.113% | |
8/15/2025 | EP Wealth Advisors LLC | 133,231 | $8.34M | 0.1% | +2.0% | 0.255% | |
8/14/2025 | Jane Street Group LLC | 43,557 | $2.73M | 0.0% | N/A | 0.083% | |
8/14/2025 | Raymond James Financial Inc. | 789,865 | $49.41M | 0.0% | -0.3% | 1.513% | |
8/14/2025 | NewEdge Advisors LLC | 315,466 | $19.74M | 0.1% | +16.3% | 0.604% | |
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8/13/2025 | Marshall Wace LLP | 3,912 | $245K | 0.0% | N/A | 0.007% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 16,176 | $1.01M | 0.0% | +11.0% | 0.031% | |
8/12/2025 | Richmond Investment Services LLC | 30,182 | $1.89M | 0.4% | +99.1% | 0.058% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 11,486 | $719K | 0.0% | +880.9% | 0.022% | |
8/12/2025 | CreativeOne Wealth LLC | 40,597 | $2.54M | 0.1% | +11.9% | 0.078% | |
8/12/2025 | JPMorgan Chase & Co. | 33,229 | $2.08M | 0.0% | +39.5% | 0.064% | |
8/12/2025 | Wealth Advisors of Iowa LLC | 63,077 | $3.95M | 1.5% | +85.6% | 0.121% | |
8/8/2025 | Citizens Financial Group Inc. RI | 19,196 | $1.20M | 0.0% | N/A | 0.037% | |
8/8/2025 | Avantax Advisory Services Inc. | 46,471 | $2.91M | 0.0% | +65.0% | 0.089% | |
8/8/2025 | Cetera Investment Advisers | 3,562 | $223K | 0.0% | -6.9% | 0.007% | |
8/8/2025 | Symphony Financial Services Inc. | 211,761 | $13.25M | 7.9% | +7.5% | 0.406% | |
8/6/2025 | Prospera Financial Services Inc | 13,500 | $845K | 0.0% | +12.8% | 0.026% | |
8/6/2025 | Golden State Wealth Management LLC | 195,564 | $12.23M | 1.5% | +2.1% | 0.375% | |
8/4/2025 | Assetmark Inc. | 2,665 | $167K | 0.0% | +1,763.6% | 0.005% | |
8/1/2025 | Envestnet Asset Management Inc. | 3,814,251 | $238.62M | 0.1% | -6.2% | 7.304% | |
7/29/2025 | Systelligence LLC | 67,603 | $4.23M | 0.8% | N/A | 0.130% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 4,830 | $302K | 0.0% | N/A | 0.009% | |
7/24/2025 | US Bancorp DE | 42,761 | $2.68M | 0.0% | +554.2% | 0.082% | |
7/21/2025 | Ameriflex Group Inc. | 25,510 | $1.58M | 0.8% | +6.7% | 0.049% | |
7/21/2025 | Segment Wealth Management LLC | 257,232 | $16.09M | 1.0% | +0.4% | 0.493% | |
7/21/2025 | Jackson Wealth Management LLC | 42,257 | $2.64M | 0.3% | -57.5% | 0.081% | |
7/21/2025 | Greenwood Capital Associates LLC | 9,749 | $610K | 0.1% | +21.3% | 0.019% | |
7/17/2025 | PMG Wealth Management Inc. | 32,570 | $2.03M | 1.7% | +1.0% | 0.063% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 9,538 | $597K | 0.0% | -6.9% | 0.018% | |
7/11/2025 | SeaCrest Wealth Management LLC | 3,577 | $224K | 0.0% | -85.2% | 0.007% | |
7/9/2025 | O Brien Wealth Partners LLC | 920,520 | $57.59M | 9.0% | -0.5% | 1.765% | |
5/16/2025 | Cape Investment Advisory Inc. | 627 | $36K | 0.0% | +747.3% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 271,318 | $15.41M | 0.1% | +50.8% | 0.599% | |
5/15/2025 | EP Wealth Advisors LLC | 130,569 | $7.41M | 0.1% | +1.6% | 0.288% | |
5/15/2025 | Ameriflex Group Inc. | 23,912 | $1.36M | 0.6% | -1.6% | 0.053% | |
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5/15/2025 | Royal Bank of Canada | 60,688 | $3.45M | 0.0% | +19.4% | 0.134% | |
5/14/2025 | CreativeOne Wealth LLC | 36,277 | $2.06M | 0.1% | +19.0% | 0.080% | |
5/14/2025 | Smartleaf Asset Management LLC | 44,476 | $2.52M | 0.2% | +34.4% | 0.098% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 14,574 | $828K | 0.0% | -6.5% | 0.032% | |
5/14/2025 | Kestra Advisory Services LLC | 52,046 | $2.96M | 0.0% | -29.9% | 0.115% | |
5/13/2025 | Raymond James Financial Inc. | 792,091 | $44.98M | 0.0% | +16.5% | 1.748% | |
5/13/2025 | Russell Investments Group Ltd. | 1,114 | $63K | 0.0% | N/A | 0.002% | |
5/9/2025 | Blair William & Co. IL | 5,351 | $304K | 0.0% | +14.3% | 0.012% | |
5/8/2025 | US Bancorp DE | 6,536 | $371K | 0.0% | N/A | 0.014% | |
5/8/2025 | Marshall Investment Management LLC | 67,650 | $3.84M | 2.4% | N/A | 0.149% | |
5/7/2025 | LPL Financial LLC | 791,637 | $44.95M | 0.0% | +38.7% | 1.747% | |
5/6/2025 | Cetera Investment Advisers | 3,827 | $217K | 0.0% | N/A | 0.008% | |
5/6/2025 | Avantax Advisory Services Inc. | 28,169 | $1.60M | 0.0% | N/A | 0.062% | |
5/5/2025 | Private Advisor Group LLC | 4,507 | $256K | 0.0% | N/A | 0.010% | |
5/1/2025 | Stillwater Wealth Management Group | 13,217 | $750K | 0.6% | -28.3% | 0.029% | |
4/30/2025 | Principal Securities Inc. | 4,368,167 | $262.22M | 5.9% | +0.0% | 9.668% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 10,244 | $582K | 0.0% | +3.7% | 0.023% | |
4/29/2025 | Envestnet Asset Management Inc. | 4,067,575 | $230.96M | 0.1% | -3.7% | 9.003% | |
4/29/2025 | Capital Investment Advisory Services LLC | 23,695 | $1.35M | 0.1% | +279.0% | 0.052% | |
4/28/2025 | Principal Financial Group Inc. | 30,081,870 | $1.71B | 1.0% | -3.2% | 66.582% | |
4/28/2025 | O Brien Wealth Partners LLC | 925,108 | $52.53M | 9.8% | -4.0% | 2.048% | |
4/24/2025 | Golden State Wealth Management LLC | 191,599 | $10.88M | 1.6% | +3.7% | 0.424% | |
4/24/2025 | Legacy CG LLC | 306,802 | $17.42M | 5.6% | +1.8% | 0.679% | |
4/23/2025 | Golden State Wealth Management LLC | 383,198 | $21.76M | 1.6% | +107.4% | 0.848% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 32,762 | $1.86M | 0.0% | -2.3% | 0.073% | |
4/22/2025 | Segment Wealth Management LLC | 256,306 | $14.55M | 1.0% | +1.1% | 0.568% | |
4/18/2025 | Cornerstone Wealth Management LLC | 9,457 | $537K | 0.0% | +106.8% | 0.021% | |
4/17/2025 | Janney Montgomery Scott LLC | 18,478 | $1.05M | 0.0% | -13.5% | 0.041% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 23,667 | $1.34M | 0.0% | +3.9% | 0.053% | |
4/15/2025 | Greenwood Capital Associates LLC | 8,038 | $456K | 0.1% | N/A | 0.018% | |
4/11/2025 | SeaCrest Wealth Management LLC | 24,171 | $1.37M | 0.2% | -1.4% | 0.055% | |
4/9/2025 | PMG Wealth Management Inc. | 32,251 | $1.83M | 1.9% | -1.2% | 0.073% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 22,785 | $1.37M | 0.0% | +3.3% | 0.053% | |
2/24/2025 | Ameriflex Group Inc. | 24,308 | $1.50M | 0.7% | N/A | 0.056% | |
2/19/2025 | Richmond Investment Services LLC | 15,443 | $927K | 0.5% | N/A | 0.036% | |
2/17/2025 | Two Sigma Investments LP | 21,700 | $1.30M | 0.0% | N/A | 0.050% | |
2/17/2025 | EP Wealth Advisors LLC | 128,565 | $7.72M | 0.1% | -2.2% | 0.297% | |
2/17/2025 | Citadel Advisors LLC | 9,520 | $571K | 0.0% | +84.4% | 0.022% | |
2/17/2025 | Cary Street Partners Financial LLC | 13,100 | $786K | 0.0% | N/A | 0.030% | |
2/17/2025 | Baird Financial Group Inc. | 5,272 | $316K | 0.0% | -10.5% | 0.012% | |
2/14/2025 | Jane Street Group LLC | 5,400 | $324K | 0.0% | N/A | 0.012% | |
2/14/2025 | Stifel Financial Corp | 20,060 | $1.20M | 0.0% | +383.4% | 0.046% | |
2/14/2025 | GeoWealth Management LLC | 76,840 | $4.61M | 0.2% | N/A | 0.177% | |
2/13/2025 | NewEdge Advisors LLC | 179,874 | $10.80M | 0.1% | -22.5% | 0.415% | |
2/13/2025 | CreativeOne Wealth LLC | 30,484 | $1.83M | 0.1% | +6.3% | 0.070% | |
2/13/2025 | Raymond James Financial Inc. | 680,028 | $40.82M | 0.0% | N/A | 1.571% | |
2/13/2025 | Envestnet Asset Management Inc. | 4,225,392 | $253.65M | 0.1% | -1.4% | 9.758% | |
2/13/2025 | Wells Fargo & Company MN | 288,337 | $17.31M | 0.0% | +46.5% | 0.666% | |
2/12/2025 | Orion Portfolio Solutions LLC | 145,398 | $8.73M | 0.1% | N/A | 0.336% | |
2/12/2025 | Blair William & Co. IL | 4,683 | $281K | 0.0% | +26.7% | 0.011% | |
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2/12/2025 | JPMorgan Chase & Co. | 18,510 | $1.11M | 0.0% | +2,828.8% | 0.043% | |
2/11/2025 | LPL Financial LLC | 570,746 | $34.26M | 0.0% | +29.2% | 1.318% | |
2/11/2025 | Wealth Advisors of Iowa LLC | 41,501 | $2.49M | 1.3% | +87.9% | 0.096% | |
2/10/2025 | Commonwealth Equity Services LLC | 64,609 | $3.88M | 0.0% | -4.9% | 0.149% | |
2/7/2025 | Independent Advisor Alliance | 3,835 | $230K | 0.0% | N/A | 0.009% | |
2/7/2025 | Elevation Capital Advisory LLC | 76,840 | $4.61M | 2.0% | N/A | 0.177% | |
2/6/2025 | One Capital Management LLC | 14,300 | $858K | 0.0% | -10.2% | 0.033% | |
2/6/2025 | Raymond James Financial Inc. | 680,028 | $40.82M | 0.0% | N/A | 1.571% | |
2/6/2025 | Symphony Financial Services Inc. | 150,123 | $9.01M | 7.2% | +2.6% | 0.347% | |
2/5/2025 | Smartleaf Asset Management LLC | 33,093 | $1.99M | 0.2% | +196.7% | 0.076% | |