5/21/2025 | Geneos Wealth Management Inc. | 15,853 | $490K | 0.0% | N/A | 0.025% | |
5/19/2025 | Jane Street Group LLC | 360,319 | $11.13M | 0.0% | -1.8% | 0.565% | |
5/16/2025 | Jones Financial Companies Lllp | 137,176 | $4.06M | 0.0% | +33.7% | 0.215% | |
5/16/2025 | NewEdge Advisors LLC | 29,206 | $902K | 0.0% | +13.8% | 0.046% | |
5/16/2025 | Integrated Wealth Concepts LLC | 43,336 | $1.34M | 0.0% | +59.4% | 0.068% | |
5/15/2025 | Flputnam Investment Management Co. | 39,532 | $1.22M | 0.0% | +2.2% | 0.062% | |
5/15/2025 | Royal Bank of Canada | 1,237,364 | $38.24M | 0.0% | +22.8% | 1.942% | |
5/15/2025 | Baird Financial Group Inc. | 153,909 | $4.76M | 0.0% | +139.2% | 0.242% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 3,490 | $108K | 0.1% | N/A | 0.005% | |
5/14/2025 | Jane Street Group LLC | 360,319 | $11.13M | 0.0% | -1.8% | 0.565% | |
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5/14/2025 | Comerica Bank | 50,022 | $1.55M | 0.0% | +1.0% | 0.079% | |
5/14/2025 | Smartleaf Asset Management LLC | 365,401 | $11.31M | 1.1% | +93.9% | 0.573% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 378,141 | $11.69M | 0.0% | +29.4% | 0.593% | |
5/14/2025 | Kestra Advisory Services LLC | 102,638 | $3.17M | 0.0% | +15.1% | 0.161% | |
5/14/2025 | Aspire Growth Partners LLC | 23,811 | $756K | 0.7% | +69.3% | 0.037% | |
5/14/2025 | Capital Analysts LLC | 1,612 | $50K | 0.0% | N/A | 0.003% | |
5/14/2025 | Venture Visionary Partners LLC | 7,027 | $217K | 0.0% | N/A | 0.011% | |
5/14/2025 | CWS Financial Advisors LLC | 25,767 | $796K | 0.3% | +54.3% | 0.040% | |
5/14/2025 | Lincoln Capital LLC | 14,305 | $433K | 0.1% | +42.6% | 0.022% | |
5/13/2025 | Raymond James Financial Inc. | 1,812,588 | $56.01M | 0.0% | +26.1% | 2.845% | |
5/13/2025 | Sei Investments Co. | 8,442 | $261K | 0.0% | N/A | 0.013% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 318,208 | $9.83M | 0.3% | +3.6% | 0.499% | |
5/13/2025 | HighTower Advisors LLC | 44,335 | $1.37M | 0.0% | -4.7% | 0.070% | |
5/12/2025 | Berger Financial Group Inc | 8,801 | $272K | 0.0% | +14.3% | 0.014% | |
5/12/2025 | Benjamin Edwards Inc. | 309,594 | $9.57M | 0.1% | +61.0% | 0.486% | |
5/9/2025 | Atria Wealth Solutions Inc. | 118,442 | $3.68M | 0.0% | +25.3% | 0.186% | |
5/9/2025 | Cary Street Partners Financial LLC | 11,903 | $368K | 0.0% | -95.1% | 0.019% | |
5/9/2025 | Strategic Investment Solutions Inc. IL | 1,488 | $46K | 0.0% | +27.4% | 0.002% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,578,331 | $48.77M | 0.1% | +44.3% | 2.477% | |
5/8/2025 | Endeavor Private Wealth Inc. | 52,602 | $1.63M | 0.9% | +23.0% | 0.083% | |
5/8/2025 | US Bancorp DE | 70,824 | $2.19M | 0.0% | N/A | 0.111% | |
5/8/2025 | Harbour Investments Inc. | 100,956 | $3.12M | 0.1% | +27.2% | 0.158% | |
5/8/2025 | Entruity Wealth LLC | 167,459 | $5.17M | 4.9% | +99.8% | 0.263% | |
5/7/2025 | LPL Financial LLC | 2,737,036 | $84.57M | 0.0% | +92.6% | 4.295% | |
5/6/2025 | Assetmark Inc. | 277,265 | $8.57M | 0.0% | +4.2% | 0.435% | |
5/6/2025 | Cetera Investment Advisers | 1,558,313 | $48.15M | 0.1% | +30.9% | 2.446% | |
5/6/2025 | Avantax Advisory Services Inc. | 78,948 | $2.44M | 0.0% | +43.2% | 0.124% | |
5/6/2025 | Tempus Wealth Planning LLC | 79,930 | $2.47M | 0.7% | +26.0% | 0.125% | |
5/6/2025 | Wedbush Securities Inc. | 45,634 | $1.41M | 0.1% | +46.2% | 0.072% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 120,927 | $3.74M | 1.7% | N/A | 0.190% | |
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5/6/2025 | PFG Advisors | 19,159 | $592K | 0.0% | +3.9% | 0.030% | |
5/5/2025 | IFP Advisors Inc | 5,827 | $180K | 0.0% | +6.3% | 0.009% | |
5/5/2025 | Private Advisor Group LLC | 303,705 | $9.38M | 0.1% | +24.3% | 0.477% | |
5/2/2025 | Kingsview Wealth Management LLC | 25,744 | $795K | 0.0% | N/A | 0.040% | |
5/2/2025 | Mayflower Financial Advisors LLC | 55,816 | $1.73M | 0.3% | +5.3% | 0.088% | |
5/2/2025 | Cullen Frost Bankers Inc. | 96,852 | $2.99M | 0.0% | +16.4% | 0.152% | |
5/1/2025 | Bleakley Financial Group LLC | 37,246 | $1.15M | 0.0% | +8.8% | 0.058% | |
5/1/2025 | A&I Financial Services LLC | 24,377 | $753K | 0.5% | +24.9% | 0.038% | |
5/1/2025 | CWM LLC | 5,441 | $168K | 0.0% | +365.0% | 0.009% | |
5/1/2025 | Gateway Wealth Partners LLC | 17,291 | $534K | 0.1% | +34.0% | 0.027% | |
4/30/2025 | Seamount Financial Group Inc. | 45,110 | $1.39M | 0.9% | +4.6% | 0.077% | |
4/30/2025 | Allworth Financial LP | 1,480 | $46K | 0.0% | +136.4% | 0.003% | |
4/30/2025 | Moloney Securities Asset Management LLC | 8,806 | $272K | 0.0% | +23.7% | 0.015% | |
4/30/2025 | Stratos Wealth Partners LTD. | 12,334 | $381K | 0.0% | N/A | 0.021% | |
4/30/2025 | Synergy Investment Management LLC | 13,050 | $403K | 0.2% | +94.8% | 0.022% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 111,853 | $3.46M | 0.1% | +20.2% | 0.191% | |
4/29/2025 | Envestnet Asset Management Inc. | 4,956,279 | $153.15M | 0.0% | +25.4% | 8.469% | |
4/29/2025 | Concurrent Investment Advisors LLC | 169,337 | $5.23M | 0.1% | +2.3% | 0.289% | |
4/29/2025 | World Investment Advisors | 36,655 | $1.13M | 0.0% | +46.0% | 0.063% | |
4/28/2025 | D.A. Davidson & CO. | 20,479 | $633K | 0.0% | +123.5% | 0.035% | |
4/28/2025 | Mutual Advisors LLC | 23,766 | $734K | 0.0% | N/A | 0.041% | |
4/28/2025 | Lodestone Wealth Management LLC | 10,243 | $317K | 0.2% | +18.4% | 0.018% | |
4/28/2025 | Latitude Advisors LLC | 17,311 | $535K | 0.3% | N/A | 0.030% | |
4/28/2025 | Private Trust Co. NA | 12,129 | $375K | 0.0% | +33.3% | 0.021% | |
4/25/2025 | Koshinski Asset Management Inc. | 42,641 | $1.32M | 0.1% | +64.7% | 0.073% | |
4/25/2025 | Westside Investment Management Inc. | 2,625 | $81K | 0.0% | +556.3% | 0.004% | |
4/25/2025 | Ameritas Advisory Services LLC | 125,797 | $3.83M | 0.2% | +6.3% | 0.215% | |
4/25/2025 | Sovran Advisors LLC | 16,483 | $497K | 0.1% | N/A | 0.028% | |
4/24/2025 | Confluence Wealth Services Inc. | 1,568,309 | $47.85M | 3.0% | +13.5% | 2.680% | |
4/23/2025 | Oak Hill Wealth Advisors LLC | 44,227 | $1.37M | 0.3% | +45.8% | 0.076% | |
4/23/2025 | International Assets Investment Management LLC | 13,368 | $413K | 0.0% | N/A | 0.023% | |
4/23/2025 | Valmark Advisers Inc. | 531,905 | $16.44M | 0.2% | +13.3% | 0.909% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 604,476 | $18.68M | 0.1% | +24.8% | 1.033% | |
4/22/2025 | WealthCare Investment Partners LLC | 147,022 | $4.39M | 1.8% | N/A | 0.251% | |
4/21/2025 | ORG Partners LLC | 1,231 | $38K | 0.0% | N/A | 0.002% | |
4/21/2025 | LifeGoal Wealth Advisors | 68,499 | $2.14M | 2.3% | -51.8% | 0.117% | |
4/21/2025 | LongView Wealth Management | 53,092 | $1.64M | 0.5% | +28.2% | 0.091% | |
4/21/2025 | CLG LLC | 16,884 | $522K | 0.2% | -7.3% | 0.029% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 200,901 | $6.21M | 0.0% | +7.4% | 0.343% | |
4/17/2025 | Signature Wealth Management Group | 21,250 | $657K | 0.3% | N/A | 0.036% | |
4/17/2025 | Sagespring Wealth Partners LLC | 35,922 | $1.11M | 0.0% | +322.6% | 0.061% | |
4/17/2025 | Sowell Financial Services LLC | 9,819 | $303K | 0.0% | N/A | 0.017% | |
4/17/2025 | Janney Montgomery Scott LLC | 155,619 | $4.81M | 0.0% | +3.0% | 0.266% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 55,028 | $1.70M | 0.1% | +8.8% | 0.094% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 106,641 | $3.30M | 0.0% | -11.3% | 0.182% | |
4/15/2025 | Trueblood Wealth Management LLC | 42,105 | $1.30M | 0.6% | +50.5% | 0.072% | |
4/15/2025 | Simplicity Wealth LLC | 17,023 | $526K | 0.0% | N/A | 0.029% | |
4/14/2025 | Park Avenue Securities LLC | 17,766 | $549K | 0.0% | +4.0% | 0.030% | |
4/14/2025 | NavPoint Financial Inc. | 8,187 | $253K | 0.2% | N/A | 0.014% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 22,745 | $703K | 0.1% | +47.8% | 0.039% | |
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4/9/2025 | RFG Advisory LLC | 13,673 | $422K | 0.0% | +10.4% | 0.023% | |
4/9/2025 | Swisher Financial Concepts Inc. | 133,043 | $4.11M | 3.4% | N/A | 0.227% | |
4/9/2025 | Merit Financial Group LLC | 59,152 | $1.83M | 0.0% | N/A | 0.101% | |
4/9/2025 | Sweeney & Michel LLC | 266,958 | $8.25M | 3.3% | N/A | 0.456% | |
4/8/2025 | Rothschild Investment LLC | 496,780 | $15.35M | 1.0% | +28.2% | 0.867% | |
3/24/2025 | Mascagni Wealth Management Inc. | 1,178 | $35K | 0.0% | N/A | 0.002% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 120,173 | $3.56M | 0.0% | +25.9% | 0.219% | |
3/12/2025 | Centaurus Financial Inc. | 5,689 | $169K | 0.0% | N/A | 0.010% | |
2/26/2025 | Capital A Wealth Management LLC | 832 | $25K | 0.0% | N/A | 0.007% | |
2/18/2025 | GTS Securities LLC | 14,402 | $427K | 0.0% | N/A | 0.124% | |