9/4/2025 | Osaic Holdings Inc. | 9,095 | $520K | 0.0% | +35.1% | 0.046% | |
8/27/2025 | Orion Porfolio Solutions LLC | 53,258 | $3.04M | 0.0% | +731.6% | 0.269% | |
8/22/2025 | Carter Financial Group INC. | 134,156 | $7.66M | 5.0% | N/A | 0.678% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 8,132 | $464K | 0.0% | N/A | 0.041% | |
8/15/2025 | Brown Financial Advisors | 3,795 | $217K | 0.1% | N/A | 0.019% | |
8/15/2025 | Corient Private Wealth LLC | 3,930 | $224K | 0.0% | N/A | 0.020% | |
8/15/2025 | Visionary Wealth Advisors | 18,997 | $1.09M | 0.1% | +3.1% | 0.096% | |
8/15/2025 | Tidal Investments LLC | 24,044 | $1.37M | 0.0% | N/A | 0.121% | |
8/15/2025 | Orion Porfolio Solutions LLC | 53,258 | $3.04M | 0.0% | +731.6% | 0.269% | |
8/15/2025 | MML Investors Services LLC | 183,646 | $10.49M | 0.0% | -4.6% | 0.928% | |
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8/15/2025 | IHT Wealth Management LLC | 4,907 | $280K | 0.0% | N/A | 0.025% | |
8/15/2025 | Great Valley Advisor Group Inc. | 5,158 | $294K | 0.0% | N/A | 0.026% | |
8/14/2025 | Strategic Wealth Investment Group LLC | 2,986 | $171K | 0.2% | N/A | 0.015% | |
8/14/2025 | CLG LLC | 21,862 | $1.25M | 0.4% | N/A | 0.110% | |
8/14/2025 | Raymond James Financial Inc. | 28,052 | $1.60M | 0.0% | -7.4% | 0.142% | |
8/14/2025 | Diversify Advisory Services LLC | 3,981 | $235K | 0.0% | N/A | 0.020% | |
8/14/2025 | Sei Investments Co. | 47,281 | $2.70M | 0.0% | -1.3% | 0.239% | |
8/14/2025 | Qube Research & Technologies Ltd | 5,781 | $330K | 0.0% | -90.0% | 0.029% | |
8/14/2025 | Vertex Planning Partners LLC | 4,000 | $228K | 0.0% | N/A | 0.020% | |
8/13/2025 | StoneX Group Inc. | 16,459 | $940K | 0.0% | -10.4% | 0.083% | |
8/13/2025 | Walleye Capital LLC | 10,036 | $573K | 0.0% | -33.3% | 0.051% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 21,238 | $1.21M | 0.0% | -2.3% | 0.107% | |
8/13/2025 | Maia Wealth LLC | 4,067 | $232K | 0.0% | N/A | 0.021% | |
8/12/2025 | J.W. Cole Advisors Inc. | 22,074 | $1.26M | 0.0% | N/A | 0.111% | |
8/12/2025 | Financial Advocates Investment Management | 34,380 | $1.96M | 0.2% | -3.4% | 0.174% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 11,469 | $655K | 0.0% | +325.6% | 0.058% | |
8/12/2025 | CreativeOne Wealth LLC | 7,891 | $451K | 0.0% | N/A | 0.040% | |
8/12/2025 | AlphaCore Capital LLC | 760 | $43K | 0.0% | N/A | 0.004% | |
8/12/2025 | Sfmg LLC | 4,650 | $266K | 0.0% | N/A | 0.023% | |
8/12/2025 | MAI Capital Management | 6,831 | $390K | 0.0% | -6.6% | 0.035% | |
8/12/2025 | JPMorgan Chase & Co. | 11,682 | $667K | 0.0% | -3.0% | 0.059% | |
8/11/2025 | Western Wealth Management LLC | 22,028 | $1.26M | 0.1% | +36.4% | 0.114% | |
8/8/2025 | Rockefeller Capital Management L.P. | 18,318 | $1.05M | 0.0% | N/A | 0.095% | |
8/8/2025 | Kingsview Wealth Management LLC | 4,601 | $263K | 0.0% | N/A | 0.024% | |
8/8/2025 | Cetera Investment Advisers | 144,442 | $8.25M | 0.0% | -7.8% | 0.750% | |
8/8/2025 | Creative Planning | 10,684 | $610K | 0.0% | -10.1% | 0.056% | |
8/8/2025 | SG Americas Securities LLC | 4,145 | $237K | 0.0% | N/A | 0.022% | |
8/8/2025 | Kaizen Financial Strategies | 20,330 | $1.16M | 0.6% | +1.0% | 0.106% | |
8/8/2025 | PNC Financial Services Group Inc. | 1,924 | $110K | 0.0% | +13.2% | 0.010% | |
8/7/2025 | New England Private Wealth Advisors LLC | 7,646 | $452K | 0.1% | N/A | 0.040% | |
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8/7/2025 | Nwam LLC | 83,803 | $4.79M | 0.4% | +0.8% | 0.435% | |
8/7/2025 | Vise Technologies Inc. | 22,782 | $1.30M | 0.1% | N/A | 0.118% | |
8/7/2025 | Rollins Financial Advisors LLC | 5,563 | $318K | 0.1% | N/A | 0.029% | |
8/6/2025 | Florin Court Capital LLP | 42,000 | $2.40M | 2.5% | +141.0% | 0.218% | |
8/6/2025 | AE Wealth Management LLC | 2,061 | $118K | 0.0% | +99.1% | 0.011% | |
8/6/2025 | Atlantic Union Bankshares Corp | 2,359 | $135K | 0.0% | N/A | 0.012% | |
8/5/2025 | Simplex Trading LLC | 1,259 | $71K | 0.0% | N/A | 0.007% | |
8/5/2025 | Bank of Montreal Can | 1,497 | $85K | 0.0% | -20.2% | 0.008% | |
8/5/2025 | Integrity Financial Corp WA | 6,225 | $356K | 0.2% | -10.8% | 0.032% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 3,969 | $227K | 0.0% | +91.2% | 0.021% | |
8/4/2025 | Arbor Capital Management Inc. ADV | 11,971 | $712K | 0.6% | +17.5% | 0.062% | |
8/4/2025 | Atria Investments Inc | 6,233 | $356K | 0.0% | +8.2% | 0.032% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 4,878 | $279K | 0.0% | N/A | 0.025% | |
8/1/2025 | Envestnet Asset Management Inc. | 131,768 | $7.53M | 0.0% | -3.9% | 0.685% | |
7/31/2025 | Wealthfront Advisers LLC | 38,473 | $2.20M | 0.0% | +10.6% | 0.200% | |
7/31/2025 | Stegent Equity Advisors Inc. | 14,844 | $848K | 0.8% | -2.4% | 0.077% | |
7/31/2025 | Burke & Herbert Bank & Trust Co. | 4,685 | $268K | 0.1% | N/A | 0.024% | |
7/30/2025 | Roman Butler Fullerton & Co. | 8,665 | $528K | 0.2% | +13.2% | 0.045% | |
7/30/2025 | Insight Advisors LLC PA | 13,176 | $752K | 0.1% | N/A | 0.068% | |
7/30/2025 | Brookstone Capital Management | 23,652 | $1.35M | 0.0% | -1.3% | 0.123% | |
7/29/2025 | Private Trust Co. NA | 573 | $33K | 0.0% | +509.6% | 0.003% | |
7/29/2025 | Mattson Financial Services LLC | 61,353 | $3.50M | 0.9% | +9.8% | 0.319% | |
7/28/2025 | Moran Wealth Management LLC | 8,350 | $477K | 0.0% | N/A | 0.043% | |
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% | |
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% | |
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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% | |