6/2/2025 | Modern Wealth Management LLC | 30,123 | $5.12M | 0.2% | +1.0% | 0.471% | |
5/20/2025 | Belpointe Asset Management LLC | 1,252 | $213K | 0.0% | -46.8% | 0.020% | |
5/20/2025 | Focus Partners Wealth | 5,756 | $979K | 0.0% | -1.3% | 0.090% | |
5/19/2025 | Jane Street Group LLC | 18,624 | $3.17M | 0.0% | -4.7% | 0.291% | |
5/16/2025 | Coppell Advisory Solutions LLC | 4,839 | $777K | 0.1% | -54.2% | 0.074% | |
5/16/2025 | Goldman Sachs Group Inc. | 40,155 | $6.83M | 0.0% | -7.9% | 0.613% | |
5/16/2025 | Jones Financial Companies Lllp | 1,490 | $253K | 0.0% | -72.4% | 0.023% | |
5/16/2025 | Pinnacle Family Advisors LLC | 3,766 | $641K | 0.3% | +4.9% | 0.057% | |
5/16/2025 | Ancora Advisors LLC | 9,779 | $1.66M | 0.0% | N/A | 0.149% | |
5/15/2025 | Royal Bank of Canada | 158,789 | $27.01M | 0.0% | +3.0% | 2.424% | |
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5/15/2025 | Baird Financial Group Inc. | 7,123 | $1.21M | 0.0% | -7.6% | 0.109% | |
5/15/2025 | GKV Capital Management Co. Inc. | 465 | $79K | 0.0% | N/A | 0.007% | |
5/14/2025 | PKS Advisory Services LLC | 1,666 | $283K | 0.1% | +10.3% | 0.025% | |
5/14/2025 | Comerica Bank | 1,285 | $219K | 0.0% | -47.4% | 0.020% | |
5/14/2025 | Synovus Financial Corp | 1,356 | $231K | 0.0% | N/A | 0.021% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 12,857 | $2.19M | 0.0% | +114.1% | 0.196% | |
5/14/2025 | Kestra Advisory Services LLC | 16,621 | $2.83M | 0.0% | -13.4% | 0.254% | |
5/14/2025 | RPG Investment Advisory LLC | 52,098 | $8.86M | 0.6% | +98.7% | 0.795% | |
5/14/2025 | CW Advisors LLC | 43,499 | $7.40M | 0.1% | +1.1% | 0.664% | |
5/14/2025 | Summit Financial LLC | 7,659 | $1.30M | 0.0% | +220.1% | 0.117% | |
5/14/2025 | Capital Analysts LLC | 418 | $71K | 0.0% | N/A | 0.006% | |
5/13/2025 | SFI Advisors LLC | 24,973 | $4.25M | 3.1% | -1.9% | 0.381% | |
5/13/2025 | Raymond James Financial Inc. | 156,503 | $26.62M | 0.0% | -6.3% | 2.389% | |
5/13/2025 | GKV Capital Management Co. Inc. | 465 | $79K | 0.1% | N/A | 0.007% | |
5/13/2025 | HighTower Advisors LLC | 14,630 | $2.49M | 0.0% | +15.2% | 0.223% | |
5/12/2025 | Maia Wealth LLC | 4,084 | $636K | 0.1% | -12.3% | 0.062% | |
5/12/2025 | Independent Advisor Alliance | 24,090 | $4.10M | 0.1% | -25.7% | 0.368% | |
5/12/2025 | Berger Financial Group Inc | 110,974 | $18.88M | 1.3% | -28.1% | 1.694% | |
5/12/2025 | Benjamin Edwards Inc. | 20,504 | $3.49M | 0.0% | -11.2% | 0.313% | |
5/9/2025 | Wharton Business Group LLC | 1,200 | $204K | 0.0% | N/A | 0.018% | |
5/9/2025 | WealthShield Partners LLC | 4,678 | $796K | 0.1% | +1.7% | 0.071% | |
5/9/2025 | MGB Wealth Management LLC | 1,479 | $252K | 0.1% | +5.0% | 0.023% | |
5/9/2025 | Atria Wealth Solutions Inc. | 6,319 | $1.08M | 0.0% | -17.4% | 0.096% | |
5/8/2025 | Glassman Wealth Services | 158 | $27K | 0.0% | N/A | 0.002% | |
5/8/2025 | Moors & Cabot Inc. | 5,814 | $989K | 0.1% | -46.5% | 0.089% | |
5/8/2025 | Harbour Investments Inc. | 5,698 | $969K | 0.0% | -1.9% | 0.087% | |
5/8/2025 | Cozad Asset Management Inc. | 1,340 | $228K | 0.0% | -28.9% | 0.020% | |
5/7/2025 | LPL Financial LLC | 183,813 | $31.27M | 0.0% | -1.9% | 2.806% | |
5/6/2025 | Assetmark Inc. | 29,421 | $5.01M | 0.0% | +4.6% | 0.449% | |
5/6/2025 | Cetera Investment Advisers | 43,286 | $7.36M | 0.0% | N/A | 0.661% | |
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5/6/2025 | Avantax Advisory Services Inc. | 6,008 | $1.02M | 0.0% | -30.8% | 0.092% | |
5/6/2025 | Holistic Financial Partners | 5,791 | $985K | 0.5% | +135.4% | 0.088% | |
5/6/2025 | AE Wealth Management LLC | 12,289 | $2.09M | 0.0% | -3.4% | 0.188% | |
5/6/2025 | WMG Financial Advisors LLC | 3,305 | $562K | 0.2% | +6.0% | 0.050% | |
5/6/2025 | PFG Advisors | 2,694 | $458K | 0.0% | -24.7% | 0.041% | |
5/5/2025 | IFP Advisors Inc | 10,438 | $1.78M | 0.1% | +1.9% | 0.159% | |
5/5/2025 | Kestra Private Wealth Services LLC | 8,724 | $1.48M | 0.0% | +3.2% | 0.133% | |
5/5/2025 | Csenge Advisory Group | 54,039 | $9.19M | 0.5% | +4.5% | 0.825% | |
5/5/2025 | Private Advisor Group LLC | 7,827 | $1.33M | 0.0% | -4.5% | 0.119% | |
5/2/2025 | Sigma Planning Corp | 1,426 | $243K | 0.0% | N/A | 0.022% | |
5/1/2025 | Stephens Inc. AR | 2,141 | $364K | 0.0% | -3.8% | 0.033% | |
5/1/2025 | Park Square Financial Group LLC | 638 | $109K | 0.1% | -13.7% | 0.010% | |
5/1/2025 | Gateway Wealth Partners LLC | 6,016 | $1.02M | 0.2% | +12.3% | 0.092% | |
4/30/2025 | Cerity Partners LLC | 5,375 | $914K | 0.0% | +14.8% | 0.082% | |
4/30/2025 | Allworth Financial LP | 5,015 | $805K | 0.0% | -10.0% | 0.077% | |
4/30/2025 | Stratos Wealth Partners LTD. | 1,561 | $266K | 0.0% | -14.3% | 0.024% | |
4/30/2025 | Stratos Wealth Advisors LLC | 1,450 | $247K | 0.0% | N/A | 0.022% | |
4/30/2025 | Brown Advisory Inc. | 10,489 | $1.78M | 0.0% | -3.7% | 0.160% | |
4/29/2025 | Envestnet Asset Management Inc. | 115,540 | $19.66M | 0.0% | +1.7% | 1.764% | |
4/29/2025 | Concurrent Investment Advisors LLC | 1,661 | $283K | 0.0% | N/A | 0.025% | |
4/29/2025 | Bank of New York Mellon Corp | 6,684 | $1.14M | 0.0% | -2.0% | 0.102% | |
4/29/2025 | World Investment Advisors | 7,811 | $1.33M | 0.0% | +9.3% | 0.119% | |
4/29/2025 | Strategic Blueprint LLC | 1,643 | $280K | 0.0% | +4.8% | 0.025% | |
4/29/2025 | OneDigital Investment Advisors LLC | 1,714 | $292K | 0.0% | -15.5% | 0.026% | |
4/28/2025 | North Capital Inc. | 200 | $34K | 0.0% | N/A | 0.003% | |
4/28/2025 | D.A. Davidson & CO. | 39,836 | $6.78M | 0.1% | +6.8% | 0.608% | |
4/28/2025 | Clear Creek Financial Management LLC | 4,074 | $693K | 0.1% | -25.9% | 0.062% | |
4/25/2025 | Ameritas Advisory Services LLC | 38,426 | $6.54M | 0.3% | -2.5% | 0.587% | |
4/25/2025 | Stonebridge Financial Group LLC | 76,802 | $13.07M | 1.4% | N/A | 1.173% | |
4/25/2025 | McGuire Investment Group LLC | 30,477 | $5.19M | 0.8% | +1.2% | 0.465% | |
4/25/2025 | Sovran Advisors LLC | 1,549 | $264K | 0.0% | +10.6% | 0.024% | |
4/23/2025 | Sequoia Financial Advisors LLC | 1,775 | $302K | 0.0% | N/A | 0.027% | |
4/23/2025 | Bessemer Group Inc. | 700 | $119K | 0.0% | +16.7% | 0.011% | |
4/23/2025 | Financial Enhancement Group LLC | 5,553 | $864K | 0.1% | +13.7% | 0.085% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 31,061 | $5.28M | 0.0% | -1.1% | 0.474% | |
4/22/2025 | Center for Financial Planning Inc. | 175 | $30K | 0.0% | N/A | 0.003% | |
4/22/2025 | Dale Q Rice Investment Management Ltd | 8,201 | $1.40M | 0.7% | -2.0% | 0.125% | |
4/21/2025 | United Advisor Group LLC | 3,091 | $526K | 0.1% | +11.8% | 0.047% | |
4/21/2025 | Hartford Financial Management Inc. | 31,604 | $5.38M | 1.1% | -3.1% | 0.483% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,106 | $869K | 0.0% | -6.4% | 0.078% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 3,101 | $528K | 0.0% | -9.9% | 0.047% | |
4/17/2025 | Sowell Financial Services LLC | 1,668 | $284K | 0.0% | N/A | 0.025% | |
4/17/2025 | Janney Montgomery Scott LLC | 27,888 | $4.74M | 0.0% | -0.3% | 0.426% | |
4/17/2025 | Cornell Pochily Investment Advisors Inc. | 1,315 | $224K | 0.1% | -9.3% | 0.020% | |
4/17/2025 | Pacific Sun Financial Corp | 8,385 | $1.43M | 0.8% | -1.3% | 0.128% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,561 | $1.80M | 0.0% | -1.2% | 0.161% | |
4/16/2025 | Puff Wealth Management LLC | 1,728 | $294K | 0.3% | -67.6% | 0.026% | |
4/16/2025 | Twin Peaks Wealth Advisors LLC | 2,114 | $328K | 0.1% | -7.1% | 0.032% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 7,358 | $1.25M | 0.1% | -3.2% | 0.112% | |
4/15/2025 | EdgeRock Capital LLC | 1,747 | $297K | 0.2% | -33.4% | 0.027% | |
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4/15/2025 | CX Institutional | 151 | $26K | 0.0% | N/A | 0.002% | |
4/15/2025 | GAMMA Investing LLC | 566 | $96K | 0.0% | +256.0% | 0.009% | |
4/14/2025 | Farther Finance Advisors LLC | 5,908 | $972K | 0.0% | +5,808.0% | 0.090% | |
4/14/2025 | Park Avenue Securities LLC | 4,101 | $698K | 0.0% | +4.7% | 0.063% | |
4/11/2025 | Stablepoint Partners LLC | 4,338 | $738K | 0.1% | -28.4% | 0.066% | |
4/10/2025 | Lake Street Private Wealth LLC | 4,036 | $687K | 0.1% | +5.4% | 0.062% | |
4/10/2025 | Iams Wealth Management LLC | 5,301 | $902K | 0.4% | +4.4% | 0.081% | |
4/10/2025 | Juncture Wealth Strategies LLC | 11,502 | $1.96M | 0.8% | +1.6% | 0.176% | |
4/9/2025 | Flagstar Advisors Inc. | 3,922 | $667K | 0.2% | -1.7% | 0.060% | |
4/9/2025 | Quad Cities Investment Group LLC | 9,784 | $1.66M | 0.8% | +0.9% | 0.149% | |