8/15/2025 | First Heartland Consultants Inc. | 158,333 | $6.04M | 0.5% | +3.3% | 0.720% | |
8/15/2025 | Equitable Holdings Inc. | 80,075 | $3.05M | 0.0% | +109.0% | 0.364% | |
8/15/2025 | Smartleaf Asset Management LLC | 15,801 | $603K | 0.1% | -15.9% | 0.072% | |
8/15/2025 | MML Investors Services LLC | 109,242 | $4.16M | 0.0% | +78.6% | 0.497% | |
8/15/2025 | Bank of America Corp DE | 589,465 | $22.47M | 0.0% | +97.9% | 2.679% | |
8/15/2025 | Ameriprise Financial Inc. | 85,521 | $3.25M | 0.0% | +81.1% | 0.389% | |
8/14/2025 | Jane Street Group LLC | 108,072 | $4.12M | 0.0% | +13.7% | 0.491% | |
8/14/2025 | Raymond James Financial Inc. | 268,740 | $10.24M | 0.0% | -4.1% | 1.222% | |
8/14/2025 | Transce3nd LLC | 1,354 | $52K | 0.0% | -28.2% | 0.006% | |
8/13/2025 | ESG Planning DBA Harper Investing | 43,598 | $1.66M | 0.9% | -0.7% | 0.198% | |
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8/13/2025 | Invesco Ltd. | 18,601 | $709K | 0.0% | -8.1% | 0.085% | |
8/13/2025 | Plan Group Financial LLC | 103,668 | $3.95M | 1.3% | +40.3% | 0.471% | |
8/13/2025 | M&T Bank Corp | 273,046 | $10.41M | 0.0% | -12.3% | 1.241% | |
8/13/2025 | Smith Moore & CO. | 7,655 | $292K | 0.0% | N/A | 0.035% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 392,923 | $14.98M | 0.0% | +27.4% | 1.786% | |
8/13/2025 | Johnson Financial Group Inc. | 39,400 | $1.50M | 0.1% | N/A | 0.179% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 814 | $31K | 0.0% | N/A | 0.004% | |
8/12/2025 | Financial Advocates Investment Management | 12,746 | $486K | 0.0% | -8.2% | 0.058% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 229,093 | $8.73M | 0.1% | +247.5% | 1.041% | |
8/12/2025 | Summit Global Investments | 57,204 | $2.18M | 0.1% | -1.0% | 0.260% | |
8/12/2025 | Titleist Asset Management LLC | 95,432 | $3.64M | 0.4% | +1.7% | 0.434% | |
8/12/2025 | Cowa LLC | 6,097 | $232K | 0.1% | N/A | 0.028% | |
8/11/2025 | Anderson Financial Strategies LLC | 121,075 | $4.62M | 3.0% | +2.9% | 0.575% | |
8/8/2025 | Cetera Investment Advisers | 1,345,538 | $51.29M | 0.1% | +6.1% | 6.392% | |
8/8/2025 | Creative Planning | 8,287 | $316K | 0.0% | +9.2% | 0.039% | |
8/8/2025 | WealthShield Partners LLC | 54,740 | $2.09M | 0.3% | -2.5% | 0.260% | |
8/8/2025 | Foundations Investment Advisors LLC | 11,487 | $438K | 0.0% | +51.3% | 0.055% | |
8/7/2025 | Samalin Investment Counsel LLC | 5,474 | $209K | 0.1% | N/A | 0.026% | |
8/6/2025 | AE Wealth Management LLC | 289,124 | $11.02M | 0.1% | -22.9% | 1.374% | |
8/6/2025 | Wedbush Securities Inc. | 13,459 | $513K | 0.0% | N/A | 0.064% | |
8/6/2025 | Three Cord True Wealth Management LLC | 164,494 | $6.27M | 4.7% | +6.5% | 0.781% | |
8/6/2025 | Able Wealth Management LLC | 62,016 | $2.36M | 1.2% | +26.9% | 0.295% | |
8/6/2025 | Columbia River Financial Group LLC | 74,293 | $2.84M | 1.8% | +2.3% | 0.353% | |
8/6/2025 | RFG Bristol Wealth Advisors LLC | 113,689 | $4.33M | 1.3% | N/A | 0.540% | |
8/5/2025 | Bank of Montreal Can | 1,380 | $53K | 0.0% | +58.3% | 0.007% | |
8/5/2025 | Intellectus Partners LLC | 5,690 | $217K | 0.0% | -7.7% | 0.027% | |
8/5/2025 | swisspartners Advisors Ltd | 233,650 | $8.90M | 8.4% | +3.9% | 1.110% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 148,511 | $5.66M | 0.4% | +34.9% | 0.706% | |
8/4/2025 | Kovack Advisors Inc. | 5,451 | $208K | 0.0% | N/A | 0.026% | |
8/4/2025 | Atria Investments Inc | 52,003 | $1.98M | 0.0% | +2.3% | 0.247% | |
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8/1/2025 | Envestnet Asset Management Inc. | 164,625 | $6.28M | 0.0% | +23.8% | 0.782% | |
7/31/2025 | Trademark Financial Management LLC | 19,841 | $756K | 0.5% | -69.6% | 0.094% | |
7/30/2025 | Roman Butler Fullerton & Co. | 7,808 | $303K | 0.1% | +17.0% | 0.037% | |
7/30/2025 | LifeWealth Investments LLC | 9,340 | $356K | 0.1% | -8.6% | 0.044% | |
7/29/2025 | Systelligence LLC | 205,737 | $7.84M | 1.5% | -0.9% | 0.977% | |
7/29/2025 | Manchester Financial Inc. | 31,372 | $1.20M | 0.3% | +90.3% | 0.149% | |
7/29/2025 | Rodgers & Associates LTD | 54,476 | $2.08M | 0.2% | +0.9% | 0.259% | |
7/28/2025 | Tower Wealth Partners Inc. | 158,944 | $6.06M | 3.6% | +1.9% | 0.755% | |
7/28/2025 | Rosenberg Matthew Hamilton | 1,270 | $48K | 0.0% | N/A | 0.006% | |
7/25/2025 | Atria Wealth Solutions Inc. | 10,168 | $392K | 0.0% | +13.8% | 0.048% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 6,378 | $243K | 0.0% | -26.8% | 0.030% | |
7/25/2025 | Concurrent Investment Advisors LLC | 242,807 | $9.26M | 0.2% | -2.7% | 1.153% | |
7/23/2025 | InTrack Investment Management Inc | 7,566 | $288K | 0.2% | N/A | 0.036% | |
7/23/2025 | RiverTree Advisors LLC | 9,516 | $363K | 0.2% | -43.0% | 0.045% | |
7/23/2025 | Drake & Associates LLC | 238,741 | $9.10M | 2.2% | +4.2% | 1.134% | |
7/22/2025 | Three Cord True Wealth Management LLC | 164,494 | $6.27M | 11.5% | +6.5% | 0.781% | |
7/22/2025 | USAdvisors Wealth Management LLC | 48,447 | $1.85M | 0.7% | +3.3% | 0.230% | |
7/21/2025 | Ameritas Advisory Services LLC | 31,867 | $1.22M | 0.1% | N/A | 0.151% | |
7/18/2025 | B.O.S.S. Retirement Advisors LLC | 31,241 | $1.19M | 0.3% | -28.9% | 0.148% | |
7/18/2025 | Truist Financial Corp | 55,202 | $2.10M | 0.0% | +4.4% | 0.262% | |
7/16/2025 | Old Port Advisors | 86,963 | $3.32M | 0.9% | -18.9% | 0.413% | |
7/15/2025 | Retirement Income Solutions Inc | 14,169 | $540K | 0.1% | +29.1% | 0.067% | |
7/14/2025 | Financial Advisory Partners LLC | 9,832 | $375K | 0.1% | +11.2% | 0.047% | |
7/11/2025 | Bond & Devick Financial Network Inc. | 220,242 | $8.40M | 2.8% | +3.0% | 1.061% | |
7/11/2025 | Farther Finance Advisors LLC | 9,208 | $351K | 0.0% | +289.7% | 0.044% | |
7/11/2025 | Silver Oak Securities Incorporated | 22,251 | $848K | 0.1% | -5.4% | 0.107% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 101,741 | $3.88M | 0.5% | +3.2% | 0.490% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 66,824 | $2.60M | 0.0% | N/A | 0.322% | |
7/7/2025 | RDA Financial Network | 38,628 | $1.47M | 0.4% | +4.8% | 0.186% | |
5/28/2025 | Anderson Financial Strategies LLC | 117,655 | $4.20M | 2.6% | -3.4% | 0.621% | |
5/20/2025 | Focus Partners Wealth | 45,827 | $1.64M | 0.0% | -3.9% | 0.242% | |
5/19/2025 | Jane Street Group LLC | 95,043 | $3.39M | 0.0% | +1,501.9% | 0.502% | |
5/16/2025 | Jones Financial Companies Lllp | 70,523 | $2.59M | 0.0% | +466.1% | 0.389% | |
5/16/2025 | AlTi Global Inc. | 15,440 | $549K | 0.0% | +100.0% | 0.085% | |
5/15/2025 | Royal Bank of Canada | 305,072 | $10.89M | 0.0% | +3.3% | 1.681% | |
5/15/2025 | Titleist Asset Management LLC | 93,792 | $3.35M | 0.4% | +1.5% | 0.517% | |
5/15/2025 | OLD Mission Capital LLC | 66,622 | $2.38M | 0.0% | +284.3% | 0.367% | |
5/14/2025 | WCG Wealth Advisors LLC | 11,327 | $404K | 0.0% | -12.5% | 0.062% | |
5/14/2025 | Smartleaf Asset Management LLC | 18,784 | $673K | 0.1% | +17.1% | 0.103% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 308,505 | $11.01M | 0.0% | +15.8% | 1.700% | |
5/13/2025 | Raymond James Financial Inc. | 280,148 | $10.00M | 0.0% | +2.6% | 1.544% | |
5/13/2025 | Comprehensive Wealth Management LLC | 44,247 | $1.58M | 1.1% | N/A | 0.244% | |
5/12/2025 | Invesco Ltd. | 20,249 | $723K | 0.0% | -3.5% | 0.112% | |
5/9/2025 | Deutsche Bank AG | 17,017 | $608K | 0.0% | -28.0% | 0.094% | |
5/9/2025 | WealthShield Partners LLC | 56,123 | $2.00M | 0.3% | +5.2% | 0.309% | |
5/9/2025 | Atria Wealth Solutions Inc. | 8,935 | $319K | 0.0% | +18.8% | 0.049% | |
5/9/2025 | Plan Group Financial LLC | 73,889 | $2.64M | 0.9% | N/A | 0.407% | |
5/8/2025 | US Bancorp DE | 13,584 | $485K | 0.0% | +502.4% | 0.075% | |
5/7/2025 | Foundations Investment Advisors LLC | 7,592 | $271K | 0.0% | -11.3% | 0.042% | |
5/7/2025 | LPL Financial LLC | 853,638 | $30.48M | 0.0% | +12.0% | 4.703% | |
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5/7/2025 | First Heartland Consultants Inc. | 153,273 | $5.47M | 0.6% | -3.8% | 0.844% | |
5/6/2025 | USAdvisors Wealth Management LLC | 46,877 | $1.67M | 0.6% | -4.2% | 0.258% | |
5/6/2025 | Cetera Investment Advisers | 1,267,904 | $45.26M | 0.1% | +2.6% | 6.986% | |
5/6/2025 | AE Wealth Management LLC | 375,180 | $13.39M | 0.1% | -9.4% | 2.067% | |
5/6/2025 | Retirement Income Solutions Inc | 10,979 | $392K | 0.1% | -10.6% | 0.060% | |
5/6/2025 | Advisors Preferred LLC | 1,747 | $63K | 0.0% | N/A | 0.010% | |
5/6/2025 | Old Port Advisors | 107,222 | $3.83M | 1.1% | -4.6% | 0.591% | |
5/5/2025 | IFP Advisors Inc | 67,874 | $2.42M | 0.1% | +4.8% | 0.374% | |
5/5/2025 | Kestra Private Wealth Services LLC | 131,374 | $4.69M | 0.1% | +24.9% | 0.724% | |
5/5/2025 | Private Advisor Group LLC | 8,514 | $304K | 0.0% | -3.4% | 0.047% | |