8/19/2025 | B. Riley Wealth Advisors Inc. | 26,005 | $362K | 0.0% | N/A | 0.014% | |
8/15/2025 | Equitable Holdings Inc. | 239,400 | $3.33M | 0.0% | +54.5% | 0.132% | |
8/15/2025 | Captrust Financial Advisors | 14,990 | $209K | 0.0% | +10.0% | 0.008% | |
8/15/2025 | MML Investors Services LLC | 53,572 | $745K | 0.0% | +6.6% | 0.030% | |
8/15/2025 | Modern Wealth Management LLC | 13,826 | $192K | 0.0% | +6.0% | 0.008% | |
8/15/2025 | Great Valley Advisor Group Inc. | 18,088 | $252K | 0.0% | -5.5% | 0.010% | |
8/15/2025 | Balyasny Asset Management L.P. | 93,692 | $1.30M | 0.0% | N/A | 0.052% | |
8/15/2025 | Bank of America Corp DE | 636,884 | $8.86M | 0.0% | +10.1% | 0.351% | |
8/14/2025 | Jane Street Group LLC | 56,090 | $780K | 0.0% | +71.7% | 0.031% | |
8/14/2025 | Ausdal Financial Partners Inc. | 54,578 | $759K | 0.1% | +11.0% | 0.030% | |
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8/14/2025 | Raymond James Financial Inc. | 726,392 | $10.10M | 0.0% | -8.5% | 0.400% | |
8/14/2025 | Diversify Wealth Management LLC | 51,410 | $715K | 0.0% | +17.0% | 0.028% | |
8/14/2025 | Objective Capital Management LLC | 26,536 | $369K | 0.4% | -39.7% | 0.015% | |
8/14/2025 | NewEdge Advisors LLC | 81,408 | $1.13M | 0.0% | -8.0% | 0.045% | |
8/13/2025 | StoneX Group Inc. | 10,241 | $143K | 0.0% | -38.7% | 0.006% | |
8/13/2025 | Guggenheim Capital LLC | 56,931 | $792K | 0.0% | N/A | 0.031% | |
8/13/2025 | Invesco Ltd. | 1,179,006 | $16.40M | 0.0% | N/A | 0.649% | |
8/13/2025 | Beacon Pointe Advisors LLC | 40,239 | $560K | 0.0% | -4.1% | 0.022% | |
8/13/2025 | Orleans Capital Management Corp LA | 104,655 | $1.46M | 0.8% | +2.1% | 0.058% | |
8/13/2025 | Lido Advisors LLC | 28,675 | $399K | 0.0% | N/A | 0.016% | |
8/13/2025 | Scotia Capital Inc. | 10,341 | $144K | 0.0% | N/A | 0.006% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,963,850 | $27.32M | 0.0% | +12.9% | 1.081% | |
8/12/2025 | J.W. Cole Advisors Inc. | 71,608 | $996K | 0.0% | +4.5% | 0.039% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 333,526 | $4.64M | 0.0% | +425.1% | 0.184% | |
8/12/2025 | Tableaux LLC | 2,289 | $32K | 0.0% | N/A | 0.001% | |
8/11/2025 | Wealthspire Advisors LLC | 127,095 | $1.77M | 0.0% | +33.5% | 0.070% | |
8/11/2025 | Plotkin Financial Advisors LLC | 126,685 | $1.76M | 1.0% | +3.3% | 0.070% | |
8/8/2025 | Rockefeller Capital Management L.P. | 34,708 | $483K | 0.0% | +2.2% | 0.019% | |
8/8/2025 | Kingsview Wealth Management LLC | 20,126 | $280K | 0.0% | +83.5% | 0.011% | |
8/8/2025 | Cetera Investment Advisers | 1,466,153 | $20.39M | 0.0% | +1.8% | 0.807% | |
8/8/2025 | Creative Planning | 14,312 | $199K | 0.0% | -16.8% | 0.008% | |
8/7/2025 | Nwam LLC | 41,786 | $582K | 0.0% | +11.4% | 0.023% | |
8/7/2025 | Samalin Investment Counsel LLC | 86,888 | $1.21M | 0.5% | +3.8% | 0.048% | |
8/7/2025 | Cahill Financial Advisors Inc. | 59,740 | $831K | 0.1% | -25.3% | 0.033% | |
8/7/2025 | Allworth Financial LP | 15,547 | $216K | 0.0% | +210.1% | 0.009% | |
8/6/2025 | Wedbush Securities Inc. | 13,385 | $186K | 0.0% | -24.5% | 0.007% | |
8/5/2025 | Sigma Planning Corp | 42,198 | $587K | 0.0% | -19.2% | 0.023% | |
8/5/2025 | Integrity Financial Corp WA | 42,804 | $600K | 0.3% | +8.3% | 0.024% | |
8/4/2025 | Integrity Alliance LLC. | 102,953 | $1.43M | 0.1% | +3.5% | 0.057% | |
8/4/2025 | Spire Wealth Management | 4,479 | $62K | 0.0% | -40.3% | 0.002% | |
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8/4/2025 | Evergreen Wealth Management LLC | 327,266 | $4.55M | 2.6% | +2.9% | 0.180% | |
8/1/2025 | Envestnet Asset Management Inc. | 688,430 | $9.58M | 0.0% | +13.2% | 0.379% | |
7/30/2025 | D.A. Davidson & CO. | 28,152 | $392K | 0.0% | -10.7% | 0.016% | |
7/29/2025 | Madison Wealth Partners Inc | 39,535 | $550K | 0.1% | -11.2% | 0.022% | |
7/29/2025 | International Assets Investment Management LLC | 10,021 | $139K | 0.0% | N/A | 0.006% | |
7/28/2025 | Patten & Patten Inc. TN | 16,152 | $225K | 0.0% | N/A | 0.009% | |
7/28/2025 | Harbour Investments Inc. | 16,400 | $228K | 0.0% | +15.5% | 0.009% | |
7/28/2025 | Axxcess Wealth Management LLC | 460,307 | $6.40M | 0.1% | +2.3% | 0.253% | |
7/25/2025 | Atria Wealth Solutions Inc. | 10,048 | $141K | 0.0% | -78.1% | 0.006% | |
7/25/2025 | Apollon Wealth Management LLC | 11,095 | $154K | 0.0% | N/A | 0.006% | |
7/24/2025 | Zullo Investment Group Inc. | 155,678 | $2.17M | 0.9% | +15.6% | 0.086% | |
7/23/2025 | RMG Wealth Management LLC | 19,167 | $265K | 0.0% | N/A | 0.011% | |
7/23/2025 | Elm3 Financial Group LLC | 111,940 | $1.56M | 1.3% | +12.4% | 0.062% | |
7/22/2025 | Belpointe Asset Management LLC | 10,000 | $139K | 0.0% | -63.5% | 0.006% | |
7/22/2025 | Beacon Financial Advisory LLC | 12,116 | $169K | 0.0% | +8.3% | 0.007% | |
7/22/2025 | Accel Wealth Management | 434,285 | $6.04M | 2.0% | +2.1% | 0.239% | |
7/22/2025 | Apexium Financial LP | 25,207 | $354K | 0.0% | +14.3% | 0.014% | |
7/21/2025 | Ameritas Advisory Services LLC | 8,244 | $115K | 0.0% | N/A | 0.005% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 120,499 | $1.68M | 0.0% | -20.4% | 0.066% | |
7/18/2025 | TPG Advisors LLC | 26,095 | $363K | 0.3% | +15.1% | 0.014% | |
7/18/2025 | PFG Investments LLC | 598,332 | $8.32M | 0.5% | +1.5% | 0.329% | |
7/18/2025 | Consolidated Portfolio Review Corp | 128,837 | $1.79M | 0.2% | N/A | 0.071% | |
7/18/2025 | Institute for Wealth Management LLC. | 15,036 | $209K | 0.0% | +9.5% | 0.008% | |
7/18/2025 | Truist Financial Corp | 391,171 | $5.44M | 0.0% | +20.8% | 0.215% | |
7/17/2025 | C2C Wealth Management LLC | 82,100 | $1.14M | 1.0% | +13.7% | 0.045% | |
7/17/2025 | XML Financial LLC | 1,512,364 | $21.04M | 1.8% | +1.4% | 0.833% | |
7/17/2025 | Presper Financial Architects LLC | 55,325 | $770K | 0.6% | N/A | 0.030% | |
7/17/2025 | Janney Montgomery Scott LLC | 63,609 | $885K | 0.0% | -15.4% | 0.035% | |
7/17/2025 | Covenant Asset Management LLC | 111,597 | $1.55M | 0.2% | +1.2% | 0.061% | |
7/16/2025 | Arlington Capital Management Inc. | 31,211 | $434K | 0.4% | N/A | 0.017% | |
7/15/2025 | Main Street Group LTD | 32,827 | $457K | 0.1% | +15.8% | 0.018% | |
7/14/2025 | Sowell Financial Services LLC | 10,399 | $145K | 0.0% | N/A | 0.006% | |
7/11/2025 | Farther Finance Advisors LLC | 7,735 | $108K | 0.0% | +31.6% | 0.004% | |
7/11/2025 | UMB Bank n.a. | 52,000 | $723K | 0.0% | N/A | 0.029% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 46,677 | $649K | 0.0% | +64.0% | 0.026% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 39,376 | $548K | 0.2% | +7.3% | 0.022% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 258,527 | $3.60M | 0.1% | +10.1% | 0.142% | |
7/9/2025 | Triumph Capital Management | 115,161 | $1.60M | 0.5% | +107.4% | 0.063% | |
7/7/2025 | Accelerate Investment Advisors LLC | 38,493 | $535K | 0.4% | +48.4% | 0.021% | |
7/2/2025 | Capital Market Strategies LLC | 20,965 | $292K | 0.2% | N/A | 0.012% | |
5/20/2025 | Belpointe Asset Management LLC | 27,386 | $396K | 0.0% | -5.9% | 0.015% | |
5/20/2025 | Integrity Alliance LLC. | 99,460 | $1.44M | 0.1% | N/A | 0.055% | |
5/19/2025 | Jane Street Group LLC | 32,670 | $472K | 0.0% | N/A | 0.018% | |
5/19/2025 | Smith Asset Management Co. LLC | 167,163 | $2.42M | 2.3% | N/A | 0.092% | |
5/16/2025 | Cape Investment Advisory Inc. | 5,415 | $78K | 0.0% | N/A | 0.003% | |
5/16/2025 | Plotkin Financial Advisors LLC | 122,615 | $1.77M | 1.1% | +2.9% | 0.068% | |
5/16/2025 | NewEdge Advisors LLC | 88,471 | $1.28M | 0.0% | +2.5% | 0.049% | |
5/16/2025 | Integrated Wealth Concepts LLC | 14,468 | $209K | 0.0% | N/A | 0.008% | |
5/15/2025 | Royal Bank of Canada | 272,394 | $3.94M | 0.0% | +0.8% | 0.150% | |
5/15/2025 | MAI Capital Management | 3,300 | $48K | 0.0% | -64.4% | 0.002% | |
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5/14/2025 | Samalin Investment Counsel LLC | 83,701 | $1.21M | 0.5% | +3.2% | 0.046% | |
5/14/2025 | Apexium Financial LP | 22,052 | $320K | 0.0% | N/A | 0.012% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,739,460 | $25.15M | 0.0% | +10.8% | 0.958% | |
5/14/2025 | Kestra Advisory Services LLC | 192,736 | $2.79M | 0.0% | -13.2% | 0.106% | |
5/14/2025 | Capital Analysts LLC | 19,555 | $283K | 0.0% | +50.0% | 0.011% | |
5/13/2025 | Raymond James Financial Inc. | 794,004 | $11.48M | 0.0% | +12.5% | 0.437% | |
5/13/2025 | HighTower Advisors LLC | 52,257 | $756K | 0.0% | +23.0% | 0.029% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 81,397 | $1.18M | 0.0% | -2.7% | 0.045% | |
5/12/2025 | Independent Advisor Alliance | 10,608 | $153K | 0.0% | -96.4% | 0.006% | |
5/12/2025 | Integrity Financial Corp WA | 39,507 | $576K | 0.3% | +16.2% | 0.022% | |