5/22/2025 | Mattson Financial Services LLC | 22,422 | $2.12M | 0.6% | -0.9% | 0.155% | |
5/21/2025 | Geneos Wealth Management Inc. | 20,297 | $1.92M | 0.1% | -16.5% | 0.140% | |
5/20/2025 | Belpointe Asset Management LLC | 2,944 | $279K | 0.0% | -17.9% | 0.020% | |
5/20/2025 | Integrity Alliance LLC. | 9,668 | $915K | 0.0% | N/A | 0.067% | |
5/16/2025 | Goldman Sachs Group Inc. | 5,884 | $557K | 0.0% | +51.0% | 0.041% | |
5/16/2025 | Banque Transatlantique SA | 840 | $73K | 0.0% | N/A | 0.006% | |
5/15/2025 | Cubist Systematic Strategies LLC | 5,023 | $476K | 0.0% | -63.6% | 0.035% | |
5/15/2025 | Royal Bank of Canada | 26,445 | $2.50M | 0.0% | +38.8% | 0.182% | |
5/15/2025 | Betterment LLC | 10,223 | $968K | 0.0% | -8.2% | 0.071% | |
5/14/2025 | Quadcap Wealth Management LLC | 2,501 | $237K | 0.0% | -10.8% | 0.017% | |
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5/14/2025 | Walleye Capital LLC | 7,134 | $675K | 0.0% | N/A | 0.049% | |
5/14/2025 | Quantitative Investment Management LLC | 7,680 | $727K | 0.1% | N/A | 0.052% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 144,482 | $13.68M | 0.0% | +5.4% | 0.986% | |
5/14/2025 | Phoenix Wealth Advisors | 11,081 | $1.05M | 0.5% | +1.3% | 0.076% | |
5/14/2025 | Kestra Advisory Services LLC | 43,577 | $4.13M | 0.0% | -13.8% | 0.297% | |
5/14/2025 | Summit Financial LLC | 6,692 | $634K | 0.0% | +6.5% | 0.046% | |
5/13/2025 | Aptus Capital Advisors LLC | 30,205 | $2.86M | 0.0% | -6.1% | 0.206% | |
5/13/2025 | 17 Capital Partners LLC | 5,506 | $521K | 0.3% | +12.6% | 0.038% | |
5/13/2025 | Raymond James Financial Inc. | 71,409 | $6.76M | 0.0% | +6.2% | 0.487% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 4,058 | $384K | 0.0% | +24.9% | 0.028% | |
5/13/2025 | Prudential PLC | 106,750 | $10.72M | 0.1% | -2.6% | 0.729% | |
5/13/2025 | Anfield Capital Management LLC | 92,814 | $8.79M | 3.2% | N/A | 0.634% | |
5/13/2025 | HighTower Advisors LLC | 12,692 | $1.20M | 0.0% | -5.5% | 0.087% | |
5/9/2025 | Exencial Wealth Advisors LLC | 2,587 | $245K | 0.0% | -29.3% | 0.018% | |
5/9/2025 | MGB Wealth Management LLC | 300 | $28K | 0.0% | N/A | 0.002% | |
5/9/2025 | Atria Wealth Solutions Inc. | 7,682 | $727K | 0.0% | -21.2% | 0.052% | |
5/8/2025 | Marshall Investment Management LLC | 15,824 | $1.50M | 0.9% | -3.4% | 0.108% | |
5/7/2025 | Foundations Investment Advisors LLC | 380,699 | $36.04M | 0.7% | N/A | 2.599% | |
5/7/2025 | LPL Financial LLC | 271,711 | $25.72M | 0.0% | +9.7% | 1.855% | |
5/6/2025 | Cetera Investment Advisers | 49,328 | $4.67M | 0.0% | -13.8% | 0.337% | |
5/5/2025 | IFP Advisors Inc | 586 | $55K | 0.0% | -29.1% | 0.004% | |
5/5/2025 | Kestra Private Wealth Services LLC | 4,159 | $394K | 0.0% | -8.4% | 0.028% | |
5/5/2025 | Private Advisor Group LLC | 27,405 | $2.59M | 0.0% | -2.7% | 0.187% | |
5/5/2025 | Nwam LLC | 3,866 | $366K | 0.0% | -5.8% | 0.026% | |
5/2/2025 | Capital A Wealth Management LLC | 2,778 | $263K | 0.3% | -48.0% | 0.019% | |
5/2/2025 | Wealthfront Advisers LLC | 19,912 | $1.89M | 0.0% | +10.4% | 0.136% | |
5/1/2025 | CWM LLC | 58,233 | $5.51M | 0.0% | +32.1% | 0.397% | |
4/30/2025 | Allworth Financial LP | 5,639 | $566K | 0.0% | -3.4% | 0.038% | |
4/30/2025 | Stratos Wealth Partners LTD. | 6,733 | $637K | 0.0% | -9.5% | 0.046% | |
4/29/2025 | Envestnet Asset Management Inc. | 25,360 | $2.40M | 0.0% | -37.4% | 0.173% | |
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4/29/2025 | Brookstone Capital Management | 29,457 | $2.79M | 0.0% | -9.5% | 0.201% | |
4/28/2025 | Mutual Advisors LLC | 26,437 | $2.73M | 0.1% | -1.9% | 0.180% | |
4/25/2025 | Ameritas Advisory Services LLC | 15,190 | $1.44M | 0.1% | -7.5% | 0.104% | |
4/25/2025 | Sovran Advisors LLC | 5,072 | $464K | 0.1% | N/A | 0.035% | |
4/24/2025 | Crescent Grove Advisors LLC | 36,922 | $3.50M | 0.4% | -6.4% | 0.252% | |
4/23/2025 | Western Wealth Management LLC | 3,655 | $346K | 0.0% | -6.3% | 0.025% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 31,942 | $3.02M | 0.0% | -5.3% | 0.218% | |
4/22/2025 | PFG Investments LLC | 2,790 | $264K | 0.0% | -9.0% | 0.018% | |
4/21/2025 | Sterling Investment Counsel LLC | 18,875 | $1.79M | 0.6% | +16.1% | 0.123% | |
4/18/2025 | Financial Perspectives Inc | 1,949 | $185K | 0.1% | -5.7% | 0.013% | |
4/18/2025 | Prosperity Wealth Management Inc. | 10,904 | $1.03M | 0.5% | +27.0% | 0.071% | |
4/17/2025 | Copia Wealth Management | 13,235 | $1.25M | 1.2% | +2.4% | 0.086% | |
4/17/2025 | Janney Montgomery Scott LLC | 35,312 | $3.34M | 0.0% | +1,141.2% | 0.230% | |
4/17/2025 | Pacific Sun Financial Corp | 6,952 | $658K | 0.4% | -5.1% | 0.045% | |
4/16/2025 | Lam Group Inc. | 2,690 | $255K | 0.2% | -11.5% | 0.018% | |
4/16/2025 | Opal Wealth Advisors LLC | 684 | $65K | 0.0% | N/A | 0.004% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 3,092 | $293K | 0.0% | -26.0% | 0.020% | |
4/16/2025 | Relyea Zuckerberg Hanson LLC | 55,588 | $5.26M | 0.7% | -6.7% | 0.362% | |
4/14/2025 | Priebe Wealth Holdings LLC | 129,397 | $12.25M | 7.6% | -4.2% | 0.843% | |
4/11/2025 | DHK Financial Advisors Inc. | 4,602 | $436K | 0.2% | N/A | 0.030% | |
4/11/2025 | Insight Advisors LLC PA | 2,638 | $250K | 0.0% | -36.2% | 0.017% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,250 | $213K | 0.0% | N/A | 0.015% | |
4/10/2025 | Wealth Management Partners LLC | 20,333 | $1.93M | 0.9% | +35.1% | 0.132% | |
4/10/2025 | EWG Elevate Inc. | 4,810 | $455K | 0.2% | +55.3% | 0.031% | |
4/10/2025 | Whipplewood Advisors LLC | 859 | $81K | 0.0% | -27.6% | 0.006% | |
4/10/2025 | Smith Anglin Financial LLC | 18,501 | $1.75M | 0.2% | -0.8% | 0.121% | |
4/9/2025 | Gradient Investments LLC | 118,424 | $11.21M | 0.2% | -18.0% | 0.771% | |
4/9/2025 | NBC Securities Inc. | 406 | $38K | 0.0% | N/A | 0.003% | |
4/7/2025 | AdvisorNet Financial Inc | 25,000 | $2.37M | 0.2% | +99,900.0% | 0.163% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,177 | $451K | 0.0% | +59.5% | 0.027% | |
3/12/2025 | Centaurus Financial Inc. | 5,822 | $629K | 0.0% | +273.2% | 0.037% | |
3/10/2025 | Mattson Financial Services LLC | 22,617 | $2.44M | 0.8% | +38.7% | 0.142% | |
3/6/2025 | Copia Wealth Management | 12,925 | $1.40M | 1.3% | N/A | 0.081% | |
2/26/2025 | Capital A Wealth Management LLC | 5,347 | $577K | 1.0% | N/A | 0.026% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 2,660 | $287K | 0.0% | +9.5% | 0.013% | |
2/24/2025 | Ameriflex Group Inc. | 2,203 | $238K | 0.1% | N/A | 0.011% | |
2/18/2025 | GTS Securities LLC | 20,613 | $2.23M | 0.1% | -24.1% | 0.101% | |
2/18/2025 | White Knight Strategic Wealth Advisors LLC | 12,428 | $1.34M | 0.6% | +72.2% | 0.061% | |
2/17/2025 | CoreCap Advisors LLC | 2,202 | $238K | 0.0% | -17.4% | 0.011% | |
2/17/2025 | Cubist Systematic Strategies LLC | 13,789 | $1.49M | 0.0% | +146.1% | 0.068% | |
2/17/2025 | Cetera Investment Advisers | 57,194 | $6.18M | 0.0% | +25.9% | 0.280% | |
2/17/2025 | BOKF NA | 341 | $37K | 0.0% | N/A | 0.002% | |
2/17/2025 | Captrust Financial Advisors | 2,163 | $234K | 0.0% | -8.5% | 0.011% | |
2/17/2025 | Bank of America Corp DE | 253,192 | $27.34M | 0.0% | +0.7% | 1.241% | |
2/17/2025 | BNP Paribas | 1,000 | $109K | 0.0% | N/A | 0.005% | |
2/17/2025 | BNP Paribas Financial Markets | 15,936 | $1.72M | 0.0% | +8.1% | 0.078% | |
2/17/2025 | Aptus Capital Advisors LLC | 32,178 | $3.48M | 0.0% | -6.9% | 0.158% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 8,217 | $887K | 0.0% | +5.8% | 0.040% | |
2/14/2025 | Comerica Bank | 1,266 | $137K | 0.0% | +472.9% | 0.006% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 1,484 | $160K | 0.1% | N/A | 0.007% | |
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2/14/2025 | Betterment LLC | 11,141 | $1.20M | 0.0% | -39.6% | 0.055% | |
2/14/2025 | Two Sigma Securities LLC | 2,478 | $268K | 0.0% | N/A | 0.012% | |
2/14/2025 | Tower Research Capital LLC TRC | 298 | $32K | 0.0% | +39.3% | 0.001% | |
2/14/2025 | MML Investors Services LLC | 25,237 | $2.73M | 0.0% | -19.2% | 0.124% | |
2/13/2025 | Marshall Wace LLP | 50,383 | $5.44M | 0.0% | +173.7% | 0.247% | |
2/13/2025 | NewEdge Advisors LLC | 2,413 | $261K | 0.0% | +1,700.7% | 0.012% | |
2/13/2025 | Mariner LLC | 19,910 | $2.15M | 0.0% | -6.5% | 0.098% | |
2/13/2025 | Barclays PLC | 12,000 | $1.30M | 0.0% | N/A | 0.059% | |
2/13/2025 | Scotia Capital Inc. | 2,245 | $242K | 0.0% | -46.2% | 0.011% | |
2/13/2025 | Raymond James Financial Inc. | 67,258 | $7.26M | 0.0% | N/A | 0.330% | |