5/21/2025 | Geneos Wealth Management Inc. | 179,570 | $5.55M | 0.2% | -3.1% | 0.390% | |
5/20/2025 | Focus Partners Wealth | 73,296 | $2.26M | 0.0% | N/A | 0.159% | |
5/16/2025 | Prostatis Group LLC | 19,434 | $600K | 0.2% | -7.3% | 0.042% | |
5/16/2025 | Arete Wealth Advisors LLC | 66,028 | $2.04M | 0.1% | -27.7% | 0.143% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 12,539 | $387K | 0.2% | N/A | 0.027% | |
5/16/2025 | Integrated Wealth Concepts LLC | 9,583 | $296K | 0.0% | +17.9% | 0.021% | |
5/15/2025 | Royal Bank of Canada | 580,286 | $17.92M | 0.0% | -3.3% | 1.260% | |
5/15/2025 | Oarsman Capital Inc. | 171,986 | $5.31M | 1.0% | +2.9% | 0.373% | |
5/14/2025 | Comerica Bank | 8,087 | $250K | 0.0% | +31.3% | 0.018% | |
5/14/2025 | Kestra Advisory Services LLC | 66,949 | $2.07M | 0.0% | +41.8% | 0.145% | |
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5/14/2025 | Guidance Point Advisors LLC | 42,377 | $1.31M | 0.4% | N/A | 0.092% | |
5/13/2025 | Mill Creek Capital Advisors LLC | 19,055 | $588K | 0.0% | N/A | 0.041% | |
5/13/2025 | Raymond James Financial Inc. | 653,563 | $20.18M | 0.0% | +2.7% | 1.419% | |
5/13/2025 | HighTower Advisors LLC | 250,766 | $7.74M | 0.0% | +73.5% | 0.544% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 61,526 | $1.90M | 0.1% | N/A | 0.134% | |
5/12/2025 | Aveo Capital Partners LLC | 20,702 | $690K | 0.1% | -28.8% | 0.045% | |
5/9/2025 | Haven Private LLC | 66,921 | $2.07M | 1.2% | +4.4% | 0.145% | |
5/9/2025 | Generation Capital Management LLC | 73,442 | $2.27M | 2.0% | N/A | 0.159% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,600 | $49K | 0.0% | +128.6% | 0.003% | |
5/8/2025 | US Bancorp DE | 4,639 | $143K | 0.0% | -16.5% | 0.010% | |
5/8/2025 | Geneos Wealth Management Inc. | 205,440 | $6.34M | 0.2% | +10.9% | 0.446% | |
5/7/2025 | SLT Holdings LLC | 21,444 | $662K | 0.7% | +1.7% | 0.047% | |
5/7/2025 | Foundations Investment Advisors LLC | 75,988 | $2.35M | 0.0% | -9.9% | 0.165% | |
5/7/2025 | LPL Financial LLC | 701,144 | $21.65M | 0.0% | +62.2% | 1.522% | |
5/7/2025 | First Heartland Consultants Inc. | 8,624 | $260K | 0.0% | N/A | 0.019% | |
5/6/2025 | Cetera Investment Advisers | 293,736 | $9.07M | 0.0% | +2.6% | 0.638% | |
5/6/2025 | Brookwood Investment Group LLC | 11,971 | $370K | 0.1% | N/A | 0.026% | |
5/6/2025 | Proficio Capital Partners LLC | 693,740 | $20.05M | 1.5% | +0.4% | 1.506% | |
5/5/2025 | IFP Advisors Inc | 11,191 | $346K | 0.0% | +4.7% | 0.024% | |
5/5/2025 | Private Advisor Group LLC | 13,805 | $426K | 0.0% | +37.9% | 0.030% | |
5/5/2025 | Hollencrest Capital Management | 3,000 | $93K | 0.0% | N/A | 0.007% | |
5/2/2025 | Fortis Group Advisors LLC | 130,205 | $4.02M | 0.8% | N/A | 0.283% | |
5/2/2025 | Apollon Wealth Management LLC | 43,181 | $1.33M | 0.0% | +128.4% | 0.094% | |
5/2/2025 | Sigma Planning Corp | 6,890 | $213K | 0.0% | N/A | 0.015% | |
5/1/2025 | Cutter & CO Brokerage Inc. | 223,828 | $6.91M | 1.6% | -0.5% | 0.486% | |
5/1/2025 | Marks Group Wealth Management Inc | 102,897 | $3.18M | 0.3% | +1.2% | 0.223% | |
5/1/2025 | Secured Retirement Advisors LLC | 28,823 | $890K | 0.6% | -13.2% | 0.063% | |
5/1/2025 | Nikulski Financial Inc. | 74,527 | $2.30M | 0.7% | +2.2% | 0.162% | |
5/1/2025 | WESPAC Advisors LLC | 24,901 | $769K | 0.6% | N/A | 0.054% | |
5/1/2025 | Sage Rhino Capital LLC | 10,000 | $309K | 0.1% | -49.2% | 0.022% | |
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4/30/2025 | Cooper Capital Advisors LLC | 23,714 | $732K | 0.8% | N/A | 0.055% | |
4/30/2025 | Axxcess Wealth Management LLC | 97,202 | $3.00M | 0.1% | -8.7% | 0.227% | |
4/30/2025 | Stratos Wealth Advisors LLC | 36,646 | $1.13M | 0.1% | -66.1% | 0.086% | |
4/30/2025 | Stratos Investment Management LLC | 62,661 | $1.94M | 0.1% | N/A | 0.146% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 188,000 | $5.81M | 0.5% | +27.0% | 0.439% | |
4/29/2025 | Envestnet Asset Management Inc. | 108,855 | $3.36M | 0.0% | +2.2% | 0.254% | |
4/29/2025 | Concurrent Investment Advisors LLC | 13,538 | $418K | 0.0% | -9.7% | 0.032% | |
4/29/2025 | World Investment Advisors | 58,101 | $1.79M | 0.0% | +9.2% | 0.136% | |
4/29/2025 | OneDigital Investment Advisors LLC | 77,637 | $2.40M | 0.0% | +26.3% | 0.181% | |
4/28/2025 | D.A. Davidson & CO. | 13,128 | $405K | 0.0% | -61.4% | 0.031% | |
4/28/2025 | Mutual Advisors LLC | 45,145 | $1.47M | 0.0% | -1.8% | 0.105% | |
4/28/2025 | Capstone Wealth Management Group LLC | 93,731 | $2.89M | 2.3% | N/A | 0.203% | |
4/28/2025 | Private Trust Co. NA | 1,082 | $33K | 0.0% | +240.3% | 0.003% | |
4/28/2025 | Vontobel Holding Ltd. | 11,481 | $355K | 0.0% | -23.5% | 0.027% | |
4/25/2025 | Koshinski Asset Management Inc. | 6,693 | $207K | 0.0% | N/A | 0.016% | |
4/25/2025 | Augustine Asset Management Inc. | 375,226 | $11.59M | 3.4% | +2.3% | 0.877% | |
4/25/2025 | Essex Financial Services Inc. | 70,403 | $2.17M | 0.2% | -0.6% | 0.164% | |
4/24/2025 | Cambridge Advisors Inc. | 89,256 | $2.76M | 0.6% | +0.7% | 0.209% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 353,600 | $10.77M | 0.0% | +51.4% | 0.826% | |
4/23/2025 | Fourth Dimension Wealth LLC | 2,057 | $64K | 0.0% | N/A | 0.005% | |
4/23/2025 | Retirement Guys Formula LLC | 217,082 | $6.70M | 3.3% | +1,232.9% | 0.507% | |
4/23/2025 | Oppenheimer & Co. Inc. | 7,844 | $242K | 0.0% | N/A | 0.018% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 321,994 | $9.94M | 0.0% | +47.4% | 0.752% | |
4/21/2025 | Riverwater Partners LLC | 33,915 | $1.05M | 0.5% | +17.6% | 0.079% | |
4/21/2025 | Osborne Partners Capital Management LLC | 324,487 | $10.02M | 0.6% | -0.5% | 0.758% | |
4/21/2025 | CLG LLC | 82,150 | $2.54M | 0.9% | -48.0% | 0.192% | |
4/18/2025 | GSB Wealth Management LLC | 19,744 | $610K | 0.2% | +4.8% | 0.046% | |
4/17/2025 | Janney Montgomery Scott LLC | 27,520 | $850K | 0.0% | +1.8% | 0.064% | |
4/17/2025 | Exchange Traded Concepts LLC | 262,674 | $8.11M | 0.1% | +7,520.4% | 0.614% | |
4/16/2025 | Matauro LLC | 29,534 | $912K | 0.2% | +34.4% | 0.069% | |
4/15/2025 | Paladin Advisory Group LLC | 60,793 | $1.88M | 1.5% | -3.4% | 0.142% | |
4/15/2025 | Simplicity Wealth LLC | 15,611 | $482K | 0.0% | N/A | 0.036% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 6,833 | $211K | 0.0% | N/A | 0.016% | |
4/14/2025 | Harbor Capital Advisors Inc. | 4,624 | $143K | 0.0% | -50.0% | 0.011% | |
4/14/2025 | Farther Finance Advisors LLC | 903 | $28K | 0.0% | N/A | 0.002% | |
4/14/2025 | Moulton Wealth Management Inc. | 229,423 | $7.09M | 5.4% | +21.8% | 0.536% | |
4/11/2025 | Joule Financial LLC | 7,743 | $239K | 0.1% | N/A | 0.018% | |
4/10/2025 | Fermata Advisors LLC | 313,171 | $9.67M | 1.7% | N/A | 0.732% | |
4/9/2025 | Capital Asset Advisory Services LLC | 97,046 | $3.00M | 0.2% | -8.8% | 0.227% | |
4/4/2025 | Capital Market Strategies LLC | 27,758 | $857K | 0.6% | -2.4% | 0.067% | |
3/21/2025 | Prostatis Group LLC | 20,962 | $544K | 0.2% | N/A | 0.054% | |
2/24/2025 | Ameriflex Group Inc. | 2,042 | $57K | 0.0% | N/A | 0.007% | |
2/18/2025 | Sunbelt Securities Inc. | 1,550 | $40K | 0.0% | N/A | 0.005% | |
2/17/2025 | Visionary Wealth Advisors | 152,442 | $3.95M | 0.2% | N/A | 0.505% | |
2/17/2025 | Royal Bank of Canada | 600,051 | $15.56M | 0.0% | -0.4% | 1.987% | |
2/17/2025 | Cetera Investment Advisers | 286,196 | $7.42M | 0.0% | +9.3% | 0.948% | |
2/17/2025 | Citadel Advisors LLC | 28,325 | $735K | 0.0% | -9.3% | 0.094% | |
2/14/2025 | Jane Street Group LLC | 643,410 | $16.69M | 0.0% | +7,165.2% | 2.130% | |
2/14/2025 | Comerica Bank | 6,157 | $160K | 0.0% | -28.2% | 0.020% | |
2/14/2025 | Boothbay Fund Management LLC | 8,600 | $223K | 0.0% | +7.5% | 0.028% | |
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2/14/2025 | Integrated Wealth Concepts LLC | 8,130 | $211K | 0.0% | N/A | 0.027% | |
2/14/2025 | MGO One Seven LLC | 13,766 | $357K | 0.0% | +18.9% | 0.046% | |
2/14/2025 | Stifel Financial Corp | 180,158 | $4.67M | 0.0% | +6.6% | 0.597% | |
2/14/2025 | OneDigital Investment Advisors LLC | 61,455 | $1.59M | 0.0% | +387.7% | 0.203% | |
2/14/2025 | GeoWealth Management LLC | 25,870 | $671K | 0.0% | +20.1% | 0.086% | |
2/13/2025 | NewEdge Advisors LLC | 31,622 | $820K | 0.0% | N/A | 0.105% | |
2/13/2025 | Regal Investment Advisors LLC | 59,252 | $1.54M | 0.1% | -5.7% | 0.196% | |
2/13/2025 | Belpointe Asset Management LLC | 18,059 | $447K | 0.0% | N/A | 0.060% | |
2/13/2025 | Fortis Capital Advisors LLC | 18,059 | $447K | 0.1% | N/A | 0.060% | |
2/13/2025 | Rockefeller Capital Management L.P. | 93,873 | $2.44M | 0.0% | +3.5% | 0.311% | |