7/25/2025 | Atria Wealth Solutions Inc. | 27,560 | $752K | 0.0% | -45.2% | 0.106% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 182,688 | $4.98M | 0.0% | +21.2% | 0.705% | |
7/25/2025 | Sequoia Financial Advisors LLC | 44,407 | $1.21M | 0.0% | +22.8% | 0.171% | |
7/25/2025 | Midwest Capital Advisors LLC | 918,111 | $25.05M | 13.2% | +22.5% | 3.543% | |
7/25/2025 | Muirfield Wealth Advisors LLC | 31,032 | $847K | 0.7% | +11.2% | 0.120% | |
7/24/2025 | JB Capital LLC | 69,787 | $1.90M | 0.1% | +19.0% | 0.269% | |
7/24/2025 | IFP Advisors Inc | 9,417 | $257K | 0.0% | +8.9% | 0.036% | |
7/23/2025 | Detalus Advisors LLC | 12,504 | $341K | 0.1% | N/A | 0.048% | |
7/21/2025 | Triad Wealth Partners LLC | 31,918 | $871K | 0.2% | +28.8% | 0.123% | |
7/18/2025 | SigFig Wealth Management LLC | 11,891 | $324K | 0.0% | -3.1% | 0.046% | |
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7/18/2025 | Truist Financial Corp | 163,491 | $4.46M | 0.0% | -1.8% | 0.631% | |
7/14/2025 | Park Avenue Securities LLC | 77,242 | $2.11M | 0.0% | +2.1% | 0.295% | |
7/9/2025 | Beacon Financial Group | 944,208 | $25.76M | 2.7% | +14.8% | 3.599% | |
7/8/2025 | Ehrlich Financial Group | 101,447 | $2.77M | 1.8% | -0.9% | 0.387% | |
6/3/2025 | Invst LLC | 25,802 | $668K | 0.1% | +11.2% | 0.093% | |
5/19/2025 | Jane Street Group LLC | 72,204 | $1.87M | 0.0% | -76.3% | 0.260% | |
5/16/2025 | Jones Financial Companies Lllp | 61,497 | $1.59M | 0.0% | +184.3% | 0.222% | |
5/16/2025 | NewEdge Advisors LLC | 12,559 | $325K | 0.0% | +5.0% | 0.045% | |
5/15/2025 | Royal Bank of Canada | 77,631 | $2.01M | 0.0% | +7.5% | 0.280% | |
5/14/2025 | Triad Wealth Partners LLC | 24,772 | $641K | 0.2% | +114.4% | 0.089% | |
5/14/2025 | Comerica Bank | 26,209 | $679K | 0.0% | +38.2% | 0.094% | |
5/14/2025 | Kestra Advisory Services LLC | 219,882 | $5.69M | 0.0% | -11.3% | 0.792% | |
5/14/2025 | Flow Traders U.S. LLC | 118,874 | $3.08M | 0.1% | +201.9% | 0.428% | |
5/14/2025 | Vertex Planning Partners LLC | 473,148 | $12.25M | 2.7% | +4.2% | 1.705% | |
5/13/2025 | Raymond James Financial Inc. | 638,264 | $16.53M | 0.0% | -11.7% | 2.300% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 40,642 | $1.05M | 0.1% | +24.3% | 0.144% | |
5/12/2025 | Virtu Financial LLC | 57,341 | $1.49M | 0.1% | N/A | 0.204% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 20,240 | $524K | 0.1% | +5.6% | 0.072% | |
5/9/2025 | Atria Wealth Solutions Inc. | 50,279 | $1.30M | 0.0% | -54.5% | 0.179% | |
5/9/2025 | Commonwealth Equity Services LLC | 845,099 | $21.88M | 0.0% | +0.6% | 3.002% | |
5/8/2025 | MONECO Advisors LLC | 82,002 | $2.12M | 0.2% | -43.4% | 0.291% | |
5/7/2025 | LPL Financial LLC | 1,869,449 | $48.40M | 0.0% | -0.7% | 6.641% | |
5/7/2025 | Integrated Investment Consultants LLC | 350,111 | $9.06M | 1.3% | -3.6% | 1.262% | |
5/6/2025 | Assetmark Inc. | 281,850 | $7.30M | 0.0% | -0.4% | 1.001% | |
5/6/2025 | ShoreHaven Wealth Partners LLC | 17,712 | $459K | 0.2% | +6.6% | 0.063% | |
5/6/2025 | Cetera Investment Advisers | 505,953 | $13.10M | 0.0% | +3.2% | 1.797% | |
5/6/2025 | Avantax Advisory Services Inc. | 55,504 | $1.44M | 0.0% | -49.8% | 0.197% | |
5/6/2025 | Quadrant Private Wealth Management LLC | 15,299 | $396K | 0.1% | +12.6% | 0.054% | |
5/5/2025 | Midwest Capital Advisors LLC | 749,477 | $19.40M | 11.9% | N/A | 2.662% | |
5/5/2025 | IFP Advisors Inc | 8,645 | $224K | 0.0% | -57.1% | 0.031% | |
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5/5/2025 | Diversify Advisory Services LLC | 22,648 | $588K | 0.0% | -9.7% | 0.080% | |
5/2/2025 | Graypoint LLC | 166,695 | $4.32M | 0.3% | N/A | 0.592% | |
5/1/2025 | FDx Advisors Inc. | 11,800 | $306K | 0.1% | -75.0% | 0.042% | |
4/30/2025 | Stratos Wealth Partners LTD. | 26,131 | $677K | 0.0% | -2.1% | 0.093% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,224,651 | $57.60M | 0.0% | +6.3% | 7.903% | |
4/29/2025 | World Investment Advisors | 12,174 | $315K | 0.0% | N/A | 0.043% | |
4/28/2025 | Private Trust Co. NA | 3,526 | $91K | 0.0% | +95.8% | 0.013% | |
4/24/2025 | Tsfg LLC | 184,274 | $4.77M | 1.0% | -35.7% | 0.655% | |
4/23/2025 | Sequoia Financial Advisors LLC | 36,156 | $936K | 0.0% | N/A | 0.128% | |
4/23/2025 | Golden State Wealth Management LLC | 978 | $25K | 0.0% | +97.6% | 0.003% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 29,070 | $753K | 0.0% | -51.5% | 0.103% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 150,712 | $3.90M | 0.0% | +6.5% | 0.535% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 19,103 | $495K | 0.0% | -34.7% | 0.068% | |
4/18/2025 | Cornerstone Wealth Management LLC | 107,905 | $2.79M | 0.2% | +12.4% | 0.392% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 490,152 | $12.69M | 1.1% | +2.2% | 1.782% | |
4/15/2025 | Kelly Financial Services LLC | 38,242 | $990K | 0.3% | +24.6% | 0.139% | |
4/15/2025 | Integrated Advisors Network LLC | 76,903 | $1.99M | 0.1% | N/A | 0.280% | |
4/11/2025 | Fortress Financial Group LLC | 351,283 | $9.10M | 9.1% | +5.6% | 1.277% | |
4/11/2025 | Ehrlich Financial Group | 102,323 | $2.65M | 1.9% | N/A | 0.372% | |
4/10/2025 | Beacon Financial Group | 822,236 | $21.29M | 2.3% | -3.7% | 2.989% | |
4/9/2025 | SigFig Wealth Management LLC | 12,270 | $318K | 0.0% | +3.8% | 0.045% | |
2/19/2025 | Invst LLC | 23,207 | $573K | 0.1% | N/A | 0.000% | |
2/17/2025 | Clarity Asset Management Inc. | 8,918 | $220K | 0.1% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 490,490 | $12.10M | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 1,092,860 | $26.96M | 0.0% | N/A | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 384,236 | $9.48M | 0.0% | N/A | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 8,722 | $215K | 0.0% | N/A | 0.000% | |
2/14/2025 | LGT Financial Advisors LLC | 3,676 | $91K | 0.2% | N/A | 0.000% | |
2/14/2025 | Jane Street Group LLC | 304,636 | $7.52M | 0.0% | N/A | 0.000% | |
2/14/2025 | Comerica Bank | 18,958 | $468K | 0.0% | N/A | 0.000% | |
2/14/2025 | Susquehanna International Group LLP | 258,238 | $6.37M | 0.0% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 18,371 | $453K | 0.0% | N/A | 0.000% | |
2/14/2025 | MML Investors Services LLC | 884,224 | $21.81M | 0.1% | N/A | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 11,957 | $295K | 0.0% | N/A | 0.000% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 19,168 | $472K | 0.1% | N/A | 0.000% | |
2/13/2025 | Mariner LLC | 167,419 | $4.13M | 0.0% | N/A | 0.000% | |
2/13/2025 | Keystone Financial Group | 209,327 | $5.16M | 0.5% | N/A | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 53,656 | $1.32M | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 2,093,616 | $51.65M | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 117,657 | $2.90M | 0.0% | N/A | 0.000% | |
2/12/2025 | Vertex Planning Partners LLC | 453,937 | $11.20M | 2.5% | N/A | 0.000% | |
2/12/2025 | JPMorgan Chase & Co. | 986,801 | $24.34M | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 1,883,312 | $46.46M | 0.0% | N/A | 0.000% | |
2/11/2025 | SigFig Wealth Management LLC | 11,819 | $292K | 0.0% | N/A | 0.000% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 141,514 | $3.49M | 0.0% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 840,191 | $20.73M | 0.0% | N/A | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 110,557 | $2.73M | 0.0% | N/A | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 152,343 | $3.76M | 0.0% | N/A | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 1,100 | $27K | 0.0% | N/A | 0.000% | |
2/6/2025 | Assetmark Inc. | 282,903 | $6.98M | 0.0% | N/A | 0.000% | |
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2/6/2025 | Triad Wealth Partners LLC | 11,554 | $285K | 0.1% | N/A | 0.000% | |
2/6/2025 | Synergy Investment Management LLC | 8,435 | $208K | 0.1% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 2,487 | $61K | 0.0% | N/A | 0.000% | |
2/6/2025 | Jones Financial Companies Lllp | 21,632 | $534K | 0.0% | N/A | 0.000% | |
2/5/2025 | Fortress Financial Group LLC | 332,657 | $8.21M | 8.2% | N/A | 0.000% | |
2/5/2025 | Private Trust Co. NA | 1,801 | $44K | 0.0% | N/A | 0.000% | |
2/4/2025 | IFP Advisors Inc | 20,156 | $497K | 0.0% | N/A | 0.000% | |
2/4/2025 | MONECO Advisors LLC | 144,763 | $3.57M | 0.4% | N/A | 0.000% | |
2/3/2025 | First Horizon Advisors Inc. | 1,808 | $45K | 0.0% | N/A | 0.000% | |
2/3/2025 | FDx Advisors Inc. | 47,239 | $1.17M | 0.3% | N/A | 0.000% | |