5/27/2025 | Jacobi Capital Management LLC | 12,374 | $424K | 0.0% | +44.9% | 0.011% | |
5/22/2025 | WBI Investments LLC | 248,409 | $8.52M | 2.2% | -7.1% | 0.229% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,150 | $39K | 0.0% | +187.5% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 5,924 | $203K | 0.0% | N/A | 0.005% | |
5/19/2025 | Jane Street Group LLC | 273,489 | $9.38M | 0.0% | +409.5% | 0.253% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 6,717 | $230K | 0.0% | N/A | 0.006% | |
5/16/2025 | Goldman Sachs Group Inc. | 123,478 | $4.23M | 0.0% | N/A | 0.114% | |
5/16/2025 | Sepio Capital LP | 515,368 | $17.67M | 1.4% | +122.0% | 0.476% | |
5/16/2025 | NewEdge Advisors LLC | 58,846 | $2.02M | 0.0% | +23.0% | 0.054% | |
5/16/2025 | Integrated Wealth Concepts LLC | 34,380 | $1.18M | 0.0% | +145.0% | 0.032% | |
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5/16/2025 | AQR Capital Management LLC | 21,500 | $737K | 0.0% | N/A | 0.020% | |
5/16/2025 | Ancora Advisors LLC | 974 | $33K | 0.0% | N/A | 0.001% | |
5/15/2025 | Royal Bank of Canada | 1,780,565 | $61.04M | 0.0% | +188.5% | 1.645% | |
5/14/2025 | CreativeOne Wealth LLC | 27,882 | $956K | 0.0% | +27.5% | 0.026% | |
5/14/2025 | WCG Wealth Advisors LLC | 41,020 | $1.41M | 0.1% | -17.2% | 0.038% | |
5/14/2025 | Jane Street Group LLC | 273,489 | $9.38M | 0.0% | +409.5% | 0.253% | |
5/14/2025 | Comerica Bank | 65,834 | $2.26M | 0.0% | +376.4% | 0.061% | |
5/14/2025 | Napa Wealth Management | 79,398 | $2.72M | 1.5% | +77.1% | 0.073% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,550,812 | $190.28M | 0.2% | +58.9% | 5.127% | |
5/14/2025 | Compound Planning Inc. | 18,130 | $621K | 0.0% | +14.2% | 0.017% | |
5/14/2025 | Tradition Wealth Management LLC | 76,440 | $2.62M | 0.2% | +12.6% | 0.071% | |
5/13/2025 | Raymond James Financial Inc. | 2,497,102 | $85.60M | 0.0% | +133.1% | 2.306% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 19,401 | $665K | 0.1% | +7.9% | 0.018% | |
5/13/2025 | EverSource Wealth Advisors LLC | 53,608 | $1.84M | 0.1% | N/A | 0.050% | |
5/13/2025 | HighTower Advisors LLC | 60,028 | $2.06M | 0.0% | +0.6% | 0.055% | |
5/12/2025 | Astor Investment Management LLC | 505,359 | $17.32M | 9.2% | +31.8% | 0.467% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 15,843 | $543K | 0.3% | N/A | 0.015% | |
5/9/2025 | Legacy Capital Group California Inc. | 112,532 | $3.86M | 1.3% | +24.0% | 0.104% | |
5/9/2025 | Comprehensive Financial Planning Inc. PA | 36,331 | $1.25M | 1.2% | +72.5% | 0.034% | |
5/9/2025 | Thoroughbred Financial Services LLC | 7,509 | $257K | 0.0% | +10.7% | 0.007% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,023,048 | $35.07M | 0.0% | +47.5% | 0.945% | |
5/8/2025 | Moors & Cabot Inc. | 9,579 | $328K | 0.0% | +52.0% | 0.009% | |
5/8/2025 | Sound View Wealth Advisors Group LLC | 11,335 | $389K | 0.0% | N/A | 0.010% | |
5/8/2025 | RVW Wealth LLC | 800,370 | $27.44M | 2.6% | +359.7% | 0.739% | |
5/8/2025 | CAP Partners LLC | 57,307 | $1.96M | 1.4% | +19.3% | 0.053% | |
5/7/2025 | Foundations Investment Advisors LLC | 183,524 | $6.29M | 0.1% | N/A | 0.170% | |
5/7/2025 | Maridea Wealth Management LLC | 68,491 | $2.35M | 0.8% | +4.1% | 0.063% | |
5/7/2025 | Vantage Financial Partners LLC | 469,612 | $16.10M | 4.0% | +3.6% | 0.434% | |
5/7/2025 | Carrera Capital Advisors | 13,805 | $473K | 0.1% | N/A | 0.013% | |
5/7/2025 | LPL Financial LLC | 7,635,991 | $261.76M | 0.1% | +85.6% | 7.053% | |
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5/7/2025 | Atlantic Family Wealth LLC | 55,532 | $1.90M | 1.8% | +23.2% | 0.051% | |
5/6/2025 | Cetera Investment Advisers | 259,504 | $8.90M | 0.0% | +15.7% | 0.236% | |
5/6/2025 | Atria Investments Inc | 353,362 | $12.11M | 0.2% | +69.6% | 0.322% | |
5/6/2025 | AE Wealth Management LLC | 44,536 | $1.53M | 0.0% | +8.8% | 0.041% | |
5/6/2025 | Wedbush Securities Inc. | 6,397 | $219K | 0.0% | N/A | 0.006% | |
5/6/2025 | Triumph Capital Management | 70,875 | $2.43M | 0.8% | +70.9% | 0.065% | |
5/6/2025 | Madison Asset Management LLC | 47,198 | $1.62M | 0.0% | +29.7% | 0.043% | |
5/6/2025 | Summit Asset Management LLC | 34,610 | $1.19M | 0.2% | +6.8% | 0.032% | |
5/5/2025 | OneAscent Wealth Management LLC | 220,662 | $7.56M | 3.3% | N/A | 0.201% | |
5/5/2025 | Northeast Planning Associates INC. NH | 80,282 | $2.75M | 2.3% | +692.7% | 0.073% | |
5/5/2025 | OneAscent Financial Services LLC | 255,555 | $8.76M | 0.6% | N/A | 0.233% | |
5/5/2025 | OneAscent Family Office LLC | 44,921 | $1.54M | 1.4% | N/A | 0.041% | |
5/5/2025 | Kestra Private Wealth Services LLC | 11,178 | $383K | 0.0% | -49.7% | 0.010% | |
5/5/2025 | Private Advisor Group LLC | 1,187,735 | $40.72M | 0.2% | +204.4% | 1.082% | |
5/5/2025 | Hollencrest Capital Management | 9,167 | $314K | 0.0% | +7.8% | 0.008% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 27,859 | $955K | 0.2% | +22.1% | 0.026% | |
5/2/2025 | Allen Capital Group LLC | 393,940 | $13.50M | 1.5% | +10.1% | 0.364% | |
5/2/2025 | DDD Partners LLC | 59,782 | $2.05M | 0.2% | +2.7% | 0.055% | |
5/2/2025 | Victory Capital Management Inc. | 3,606,250 | $123.62M | 0.1% | +49.0% | 3.331% | |
5/2/2025 | Landmark Wealth Management LLC | 406,462 | $13.93M | 6.1% | +8.5% | 0.375% | |
5/2/2025 | Sigma Planning Corp | 37,762 | $1.29M | 0.0% | +255.6% | 0.035% | |
5/1/2025 | Gateway Wealth Partners LLC | 6,662 | $228K | 0.1% | +13.5% | 0.006% | |
4/30/2025 | Cerity Partners LLC | 12,309 | $422K | 0.0% | +11.3% | 0.012% | |
4/30/2025 | Correct Capital Wealth Management | 1,330,393 | $45.61M | 7.4% | -1.8% | 1.263% | |
4/30/2025 | Allworth Financial LP | 6,573,059 | $215.99M | 1.2% | +505,519.9% | 6.242% | |
4/30/2025 | Adapt Wealth Advisors LLC | 363,672 | $12.47M | 6.1% | +9.7% | 0.345% | |
4/30/2025 | CFO4Life Group LLC | 323,494 | $11.09M | 1.9% | N/A | 0.307% | |
4/30/2025 | Axxcess Wealth Management LLC | 15,135 | $519K | 0.0% | +20.8% | 0.014% | |
4/30/2025 | Stratos Wealth Partners LTD. | 11,807 | $405K | 0.0% | N/A | 0.011% | |
4/30/2025 | Brown Advisory Inc. | 19,122 | $656K | 0.0% | +5.9% | 0.018% | |
4/30/2025 | Crossmark Global Holdings Inc. | 32,889 | $1.13M | 0.0% | N/A | 0.031% | |
4/30/2025 | J Hagan Capital Inc. | 143,376 | $4.89M | 4.4% | N/A | 0.136% | |
4/29/2025 | Raleigh Capital Management Inc. | 9,785 | $335K | 0.2% | +21.8% | 0.009% | |
4/29/2025 | Byrne Financial Freedom LLC | 103,729 | $3.56M | 2.0% | +0.5% | 0.098% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,052,110 | $70.35M | 0.0% | +9.7% | 1.949% | |
4/29/2025 | Concurrent Investment Advisors LLC | 241,205 | $8.27M | 0.2% | N/A | 0.229% | |
4/29/2025 | HM Payson & Co. | 1,025 | $35K | 0.0% | N/A | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 15,251 | $523K | 0.0% | +23.0% | 0.014% | |
4/29/2025 | Sequent Asset Management LLC | 34,879 | $1.20M | 0.7% | +258.1% | 0.033% | |
4/29/2025 | Huntleigh Advisors Inc. | 146,352 | $5.02M | 1.0% | +7.8% | 0.139% | |
4/29/2025 | SimpliFi Inc. | 134,505 | $4.61M | 2.1% | +90.5% | 0.128% | |
4/28/2025 | Private Trust Co. NA | 12,684 | $435K | 0.0% | +119.7% | 0.012% | |
4/28/2025 | DAVENPORT & Co LLC | 17,051 | $585K | 0.0% | +25.5% | 0.016% | |
4/25/2025 | Smith Salley Wealth Management | 5,875 | $201K | 0.0% | N/A | 0.006% | |
4/25/2025 | Trademark Financial Management LLC | 51,524 | $1.77M | 1.3% | N/A | 0.050% | |
4/24/2025 | Barnes Pettey Financial Advisors LLC | 16,108 | $552K | 0.4% | +152.2% | 0.016% | |
4/24/2025 | Money Concepts Capital Corp | 22,492 | $771K | 0.1% | +113.2% | 0.022% | |
4/23/2025 | KPP Advisory Services LLC | 55,741 | $1.91M | 0.4% | +51.8% | 0.054% | |
4/23/2025 | Goldstein Advisors LLC | 1,198,779 | $41.09M | 6.0% | N/A | 1.160% | |
4/23/2025 | Western Wealth Management LLC | 231,147 | $7.92M | 0.5% | +4.2% | 0.224% | |
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4/23/2025 | Golden State Wealth Management LLC | 6,000 | $206K | 0.0% | +100.0% | 0.006% | |
4/23/2025 | Financial Enhancement Group LLC | 470,094 | $15.00M | 2.3% | -1.2% | 0.455% | |
4/23/2025 | Ledyard National Bank | 182,327 | $6.25M | 0.6% | N/A | 0.176% | |
4/23/2025 | Embree Financial Group | 60,947 | $2.09M | 0.3% | N/A | 0.059% | |
4/22/2025 | Spinnaker Investment Group LLC | 18,198 | $624K | 0.1% | +28.9% | 0.018% | |
4/22/2025 | Flagship Harbor Advisors LLC | 190,773 | $6.54M | 0.3% | +18.8% | 0.185% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 871,784 | $29.89M | 0.1% | +180.2% | 0.844% | |
4/22/2025 | Kennedy Investment Group | 41,264 | $1.42M | 0.7% | +107.4% | 0.040% | |
4/22/2025 | World Equity Group Inc. | 7,309 | $251K | 0.1% | -64.9% | 0.007% | |
4/22/2025 | PFG Investments LLC | 8,823 | $302K | 0.0% | -6.0% | 0.009% | |