7/25/2025 | Atria Wealth Solutions Inc. | 31,034 | $1.79M | 0.0% | +16.4% | 0.161% | |
7/25/2025 | Almanack Investment Partners LLC. | 31,186 | $1.78M | 0.3% | N/A | 0.162% | |
7/25/2025 | CWM LLC | 24,522 | $1.40M | 0.0% | -3.3% | 0.127% | |
7/25/2025 | Concurrent Investment Advisors LLC | 215,107 | $12.29M | 0.2% | N/A | 1.117% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 5,071 | $290K | 0.0% | N/A | 0.026% | |
7/24/2025 | Edge Financial Advisors LLC | 3,927 | $223K | 0.1% | N/A | 0.020% | |
7/23/2025 | Columbus Macro LLC | 89,097 | $5.09M | 0.6% | +7.1% | 0.463% | |
7/23/2025 | Eagle Strategies LLC | 58,776 | $3.36M | 0.5% | +2.7% | 0.305% | |
7/23/2025 | Venturi Wealth Management LLC | 3,600 | $206K | 0.0% | N/A | 0.019% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,765 | $101K | 0.0% | N/A | 0.009% | |
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7/21/2025 | DHJJ Financial Advisors Ltd. | 622 | $36K | 0.0% | N/A | 0.003% | |
7/21/2025 | Matauro LLC | 23,949 | $1.37M | 0.3% | -25.1% | 0.124% | |
7/17/2025 | Emerald Advisors LLC | 6,764 | $386K | 0.0% | +9.9% | 0.036% | |
7/17/2025 | Halbert Hargrove Global Advisors LLC | 3,206 | $183K | 0.0% | +15.0% | 0.017% | |
7/17/2025 | HCR Wealth Advisors | 5,015 | $286K | 0.0% | N/A | 0.026% | |
7/16/2025 | Maridea Wealth Management LLC | 3,808 | $217K | 0.1% | N/A | 0.020% | |
7/15/2025 | Oxinas Partners Wealth Management LLC | 3,843 | $219K | 0.1% | N/A | 0.020% | |
7/15/2025 | Traction Financial Partners LLC | 15,373 | $878K | 0.6% | +2.3% | 0.081% | |
7/14/2025 | AdvisorNet Financial Inc | 2,920 | $167K | 0.0% | +15.6% | 0.015% | |
7/14/2025 | GAMMA Investing LLC | 4,171 | $238K | 0.0% | N/A | 0.022% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 21,471 | $1.23M | 0.0% | +8.4% | 0.113% | |
7/11/2025 | First PREMIER Bank | 2,020 | $115K | 0.0% | -28.4% | 0.011% | |
7/11/2025 | Farther Finance Advisors LLC | 1,831 | $105K | 0.0% | -53.1% | 0.010% | |
7/11/2025 | CX Institutional | 32,383 | $1.85M | 0.1% | -75.3% | 0.171% | |
7/10/2025 | Fulton Bank N.A. | 5,303 | $303K | 0.0% | N/A | 0.028% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 28,199 | $1.67M | 0.0% | -24.6% | 0.150% | |
7/9/2025 | Fiduciary Alliance LLC | 5,352 | $306K | 0.0% | -24.7% | 0.028% | |
7/8/2025 | Gradient Investments LLC | 345,277 | $19.72M | 0.4% | +16.8% | 1.832% | |
5/22/2025 | Mattson Financial Services LLC | 55,865 | $2.06M | 0.6% | +38.9% | 0.311% | |
5/21/2025 | Geneos Wealth Management Inc. | 2,940 | $108K | 0.0% | -30.1% | 0.016% | |
5/20/2025 | Strive Asset Management LLC | 50,562 | $1.87M | 1.3% | N/A | 0.282% | |
5/16/2025 | Banque Transatlantique SA | 2,128 | $73K | 0.0% | N/A | 0.012% | |
5/15/2025 | Royal Bank of Canada | 207,990 | $7.67M | 0.0% | +24.2% | 1.159% | |
5/14/2025 | Comerica Bank | 2,057 | $76K | 0.0% | -32.8% | 0.011% | |
5/14/2025 | Walleye Capital LLC | 15,057 | $555K | 0.0% | N/A | 0.084% | |
5/14/2025 | Smartleaf Asset Management LLC | 3,208 | $120K | 0.0% | N/A | 0.018% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 21,736 | $802K | 0.0% | -2.5% | 0.121% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 9,691 | $357K | 0.0% | +8.0% | 0.056% | |
5/13/2025 | HighTower Advisors LLC | 124,776 | $4.60M | 0.0% | -3.8% | 0.715% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 63,195 | $2.33M | 0.0% | +7.1% | 0.362% | |
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5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 19,645 | $746K | 0.1% | -73.4% | 0.113% | |
5/12/2025 | Florin Court Capital LLP | 17,430 | $643K | 0.7% | -53.8% | 0.100% | |
5/12/2025 | Integrity Financial Corp WA | 6,980 | $257K | 0.1% | -20.0% | 0.040% | |
5/9/2025 | Atria Wealth Solutions Inc. | 26,662 | $983K | 0.0% | +7.8% | 0.153% | |
5/9/2025 | Commonwealth Equity Services LLC | 426,509 | $15.73M | 0.0% | -0.4% | 2.444% | |
5/9/2025 | Banco Santander S.A. | 7,848 | $289K | 0.0% | N/A | 0.045% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,699 | $63K | 0.0% | +45.8% | 0.010% | |
5/8/2025 | Harbour Investments Inc. | 802 | $30K | 0.0% | -42.6% | 0.005% | |
5/7/2025 | LPL Financial LLC | 483,006 | $17.81M | 0.0% | -35.8% | 2.768% | |
5/6/2025 | Cetera Investment Advisers | 156,695 | $5.78M | 0.0% | -1.3% | 0.898% | |
5/5/2025 | IFP Advisors Inc | 48,618 | $1.79M | 0.1% | -2.0% | 0.279% | |
5/5/2025 | Kestra Private Wealth Services LLC | 7,428 | $274K | 0.0% | +5.7% | 0.043% | |
5/5/2025 | PCG Wealth Advisors LLC | 13,505 | $498K | 0.2% | +4.0% | 0.077% | |
5/5/2025 | Nwam LLC | 83,128 | $3.07M | 0.3% | +0.4% | 0.476% | |
5/2/2025 | Wealthfront Advisers LLC | 34,773 | $1.28M | 0.0% | +21.7% | 0.199% | |
5/1/2025 | CWM LLC | 25,348 | $935K | 0.0% | +5.2% | 0.145% | |
5/1/2025 | Stegent Equity Advisors Inc. | 15,215 | $561K | 0.6% | N/A | 0.087% | |
4/30/2025 | Stratos Wealth Partners LTD. | 10,550 | $389K | 0.0% | -6.6% | 0.060% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 19,816 | $731K | 0.0% | +19.5% | 0.114% | |
4/29/2025 | Envestnet Asset Management Inc. | 137,126 | $5.06M | 0.0% | +2.0% | 0.786% | |
4/29/2025 | Capital Investment Advisory Services LLC | 5,900 | $218K | 0.0% | +36.7% | 0.034% | |
4/25/2025 | Mather Group LLC. | 1,395 | $51K | 0.0% | +34.8% | 0.008% | |
4/25/2025 | Sovran Advisors LLC | 19,766 | $715K | 0.1% | +9.5% | 0.113% | |
4/23/2025 | Western Wealth Management LLC | 16,150 | $596K | 0.0% | +3.7% | 0.093% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 2,076 | $77K | 0.0% | +1,976.0% | 0.012% | |
4/23/2025 | Golden State Wealth Management LLC | 1,056 | $39K | 0.0% | +100.0% | 0.006% | |
4/23/2025 | Eagle Strategies LLC | 57,234 | $2.11M | 0.4% | +61.1% | 0.328% | |
4/23/2025 | Oppenheimer & Co. Inc. | 31,297 | $1.15M | 0.0% | +73.9% | 0.179% | |
4/22/2025 | Advisor Resource Council | 13,164 | $467K | 0.0% | N/A | 0.075% | |
4/21/2025 | Roman Butler Fullerton & Co. | 7,653 | $278K | 0.1% | -30.0% | 0.043% | |
4/18/2025 | Halbert Hargrove Global Advisors LLC | 2,787 | $103K | 0.0% | N/A | 0.016% | |
4/17/2025 | Copia Wealth Management | 707 | $26K | 0.0% | -43.0% | 0.004% | |
4/17/2025 | Janney Montgomery Scott LLC | 82,883 | $3.06M | 0.0% | +48.0% | 0.462% | |
4/17/2025 | Columbus Macro LLC | 83,153 | $3.07M | 0.4% | +28.6% | 0.463% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 9,045 | $334K | 0.0% | -13.6% | 0.050% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 37,395 | $1.38M | 0.0% | -32.0% | 0.208% | |
4/16/2025 | Matauro LLC | 31,968 | $1.18M | 0.2% | +8.5% | 0.178% | |
4/15/2025 | Traction Financial Partners LLC | 15,021 | $554K | 0.4% | -29.9% | 0.084% | |
4/15/2025 | CX Institutional | 131,196 | $4.84M | 0.2% | -65.5% | 0.731% | |
4/14/2025 | Farther Finance Advisors LLC | 3,900 | $148K | 0.0% | +91.3% | 0.022% | |
4/9/2025 | Merit Financial Group LLC | 60,776 | $2.24M | 0.0% | -0.9% | 0.339% | |
4/9/2025 | Gradient Investments LLC | 295,653 | $10.90M | 0.2% | +9.9% | 1.647% | |
4/9/2025 | Fiduciary Alliance LLC | 7,104 | $262K | 0.0% | -9.4% | 0.040% | |
4/7/2025 | AdvisorNet Financial Inc | 2,527 | $93K | 0.0% | -53.5% | 0.014% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 55,027 | $2.38M | 0.0% | +37.6% | 0.301% | |
3/12/2025 | Centaurus Financial Inc. | 8,264 | $357K | 0.0% | N/A | 0.043% | |
3/10/2025 | Mattson Financial Services LLC | 40,217 | $1.74M | 0.5% | +30.2% | 0.209% | |
3/6/2025 | Copia Wealth Management | 1,240 | $54K | 0.1% | N/A | 0.006% | |
2/18/2025 | Vise Technologies Inc. | 24,329 | $1.05M | 0.1% | +25.8% | 0.120% | |
2/17/2025 | Visionary Wealth Advisors | 22,894 | $989K | 0.1% | -2.7% | 0.113% | |
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2/17/2025 | Tidal Investments LLC | 81,278 | $3.51M | 0.0% | +252.6% | 0.400% | |
2/17/2025 | Millennium Management LLC | 6,284 | $271K | 0.0% | -55.5% | 0.031% | |
2/17/2025 | Kaizen Financial Strategies | 20,130 | $869K | 0.5% | -2.4% | 0.099% | |
2/17/2025 | Focus Partners Wealth | 5,805 | $251K | 0.0% | N/A | 0.029% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 8,638 | $373K | 0.0% | N/A | 0.043% | |
2/17/2025 | Cetera Investment Advisers | 158,781 | $6.86M | 0.0% | +32.5% | 0.782% | |
2/17/2025 | BOKF NA | 784 | $35K | 0.0% | N/A | 0.004% | |
2/14/2025 | Eagle Strategies LLC | 35,517 | $1.53M | 0.3% | +1.8% | 0.175% | |
2/14/2025 | Comerica Bank | 3,061 | $132K | 0.0% | +53.1% | 0.015% | |
2/14/2025 | Betterment LLC | 4,820 | $208K | 0.0% | N/A | 0.024% | |