7/2/2025 | Crumly & Associates Inc. | 123,933 | $8.03M | 2.0% | +11.2% | 0.496% | |
5/20/2025 | Integrity Alliance LLC. | 13,596 | $765K | 0.0% | N/A | 0.056% | |
5/19/2025 | Jane Street Group LLC | 8,842 | $497K | 0.0% | -61.3% | 0.036% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 9,616 | $541K | 0.0% | +18.6% | 0.039% | |
5/16/2025 | Jones Financial Companies Lllp | 1,699 | $96K | 0.0% | -84.5% | 0.007% | |
5/16/2025 | NewEdge Advisors LLC | 9,354 | $526K | 0.0% | +128.0% | 0.038% | |
5/16/2025 | Algorithmic Investment Models LLC | 90,458 | $5.09M | 3.7% | -6.1% | 0.370% | |
5/15/2025 | Royal Bank of Canada | 10,987 | $618K | 0.0% | -19.9% | 0.045% | |
5/15/2025 | Trexquant Investment LP | 4,343 | $244K | 0.0% | N/A | 0.018% | |
5/14/2025 | Full Sail Capital LLC | 240,522 | $13.53M | 0.9% | -4.1% | 0.984% | |
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5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,263,294 | $71.07M | 0.1% | +14.4% | 5.167% | |
5/14/2025 | Kestra Advisory Services LLC | 150,696 | $8.48M | 0.0% | -10.9% | 0.616% | |
5/14/2025 | CW Advisors LLC | 34,515 | $1.94M | 0.0% | -0.6% | 0.141% | |
5/14/2025 | Hsbc Holdings PLC | 10,704 | $602K | 0.0% | +43.9% | 0.044% | |
5/13/2025 | Leigh Baldwin & CO. LLC | 4,179 | $235K | 0.2% | +11.4% | 0.017% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 45,543 | $2.56M | 0.0% | -60.1% | 0.186% | |
5/13/2025 | HighTower Advisors LLC | 182,689 | $10.28M | 0.0% | +5.0% | 0.747% | |
5/12/2025 | AGF Management Ltd. | 571,594 | $32.16M | 0.2% | +2.2% | 2.338% | |
5/12/2025 | Meridian Wealth Management LLC | 12,471 | $702K | 0.0% | +3.6% | 0.051% | |
5/12/2025 | Atlas Capital Advisors Inc. | 66,153 | $3.72M | 0.5% | +7.7% | 0.271% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 4,469,022 | $251.43M | 0.0% | -3.0% | 18.316% | |
5/9/2025 | Atria Wealth Solutions Inc. | 29,462 | $1.66M | 0.0% | +159.5% | 0.121% | |
5/9/2025 | Smithfield Trust Co | 4,710 | $265K | 0.0% | +22.3% | 0.019% | |
5/9/2025 | Blair William & Co. IL | 448 | $25K | 0.0% | +100.0% | 0.002% | |
5/8/2025 | Harbour Investments Inc. | 1,394 | $78K | 0.0% | -17.1% | 0.006% | |
5/8/2025 | Arkadios Wealth Advisors | 23,629 | $1.33M | 0.1% | +435.2% | 0.097% | |
5/8/2025 | Independence Financial Advisors LLC | 159,750 | $8.99M | 3.4% | N/A | 0.655% | |
5/7/2025 | LPL Financial LLC | 181,932 | $10.24M | 0.0% | +42.1% | 0.746% | |
5/7/2025 | Fischer Financial Services Inc. | 106,282 | $5.98M | 1.9% | +0.2% | 0.436% | |
5/6/2025 | Cetera Investment Advisers | 21,039 | $1.18M | 0.0% | +11.6% | 0.086% | |
5/6/2025 | Birchcreek Wealth Management LLC | 17,252 | $971K | 0.6% | -3.8% | 0.071% | |
5/6/2025 | Lifeworks Advisors LLC | 31,460 | $1.77M | 0.3% | +2.3% | 0.129% | |
5/6/2025 | AE Wealth Management LLC | 111,635 | $6.28M | 0.1% | -0.6% | 0.458% | |
5/6/2025 | VCI Wealth Management LLC | 19,934 | $1.12M | 0.5% | -13.4% | 0.082% | |
5/5/2025 | Kestra Private Wealth Services LLC | 31,553 | $1.78M | 0.0% | +2.5% | 0.129% | |
5/5/2025 | Private Advisor Group LLC | 4,150 | $233K | 0.0% | -7.4% | 0.017% | |
5/2/2025 | Sigma Planning Corp | 19,191 | $1.08M | 0.0% | +28.6% | 0.079% | |
5/1/2025 | Fifth Third Securities Inc. | 16,788 | $944K | 0.1% | +2.5% | 0.069% | |
4/30/2025 | Axxcess Wealth Management LLC | 15,127 | $851K | 0.0% | -69.1% | 0.062% | |
4/30/2025 | Court Place Advisors LLC | 16,603 | $934K | 0.3% | +3.1% | 0.068% | |
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4/30/2025 | Stratos Wealth Partners LTD. | 5,837 | $328K | 0.0% | -5.5% | 0.024% | |
4/30/2025 | Crossmark Global Holdings Inc. | 15,283 | $860K | 0.0% | N/A | 0.063% | |
4/29/2025 | Envestnet Asset Management Inc. | 109,649 | $6.17M | 0.0% | -3.0% | 0.449% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 2,025,192 | $113.94M | 1.5% | N/A | 8.300% | |
4/28/2025 | Rossby Financial LCC | 531 | $29K | 0.0% | N/A | 0.002% | |
4/25/2025 | Smith Salley Wealth Management | 58,531 | $3.29M | 0.2% | +0.8% | 0.240% | |
4/25/2025 | Guerra Advisors Inc | 174,231 | $9.80M | 5.5% | -2.6% | 0.714% | |
4/25/2025 | Sovran Advisors LLC | 5,656 | $298K | 0.0% | +22.8% | 0.023% | |
4/24/2025 | Elevated Capital Advisors LLC | 5,919 | $333K | 0.1% | -12.6% | 0.024% | |
4/23/2025 | Live Oak Investment Partners | 14,443 | $813K | 0.6% | -7.9% | 0.059% | |
4/23/2025 | Southern Capital Advisors LLC | 77,905 | $4.38M | 2.4% | -2.3% | 0.319% | |
4/22/2025 | Yoder Wealth Management Inc. | 72,492 | $4.08M | 2.3% | +8.4% | 0.297% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 66,633 | $3.75M | 0.0% | -1.6% | 0.273% | |
4/22/2025 | Crumly & Associates Inc. | 111,477 | $6.27M | 1.7% | +212.6% | 0.457% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 8,067 | $454K | 0.0% | +22.4% | 0.033% | |
4/17/2025 | Lynch & Associates IN | 24,381 | $1.37M | 0.3% | +0.9% | 0.100% | |
4/17/2025 | Vicus Capital | 277,504 | $15.61M | 1.4% | N/A | 1.135% | |
4/17/2025 | Janney Montgomery Scott LLC | 57,994 | $3.26M | 0.0% | -10.1% | 0.237% | |
4/17/2025 | Pacific Sun Financial Corp | 19,009 | $1.07M | 0.6% | +7.1% | 0.078% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,489 | $534K | 0.0% | +4.1% | 0.039% | |
4/15/2025 | CX Institutional | 17,662 | $994K | 0.0% | -36.0% | 0.072% | |
4/15/2025 | Integrated Advisors Network LLC | 11,687 | $657K | 0.0% | +24.4% | 0.048% | |
4/14/2025 | Farther Finance Advisors LLC | 1,183 | $67K | 0.0% | -20.7% | 0.005% | |
4/14/2025 | Destiny Wealth Partners LLC | 186,346 | $10.48M | 1.7% | +4.2% | 0.762% | |
4/14/2025 | Charter Oak Capital Management LLC | 7,839 | $441K | 0.0% | -12.6% | 0.032% | |
4/10/2025 | Retirement Planning Group LLC | 3,580 | $201K | 0.0% | N/A | 0.015% | |
4/10/2025 | Maltin Wealth Management Inc. | 56,907 | $3.20M | 1.5% | +4.7% | 0.233% | |
4/9/2025 | American National Bank & Trust | 13,100 | $737K | 0.1% | +17.2% | 0.054% | |
4/9/2025 | Mechanics Bank Trust Department | 24,565 | $1.38M | 0.2% | -5.3% | 0.100% | |
4/8/2025 | Atlas Brown Inc. | 10,473 | $589K | 0.2% | -4.1% | 0.043% | |
4/7/2025 | GAMMA Investing LLC | 7,426 | $418K | 0.0% | +5,525.8% | 0.030% | |
3/24/2025 | Fulcrum Equity Management | 20,504 | $1.20M | 1.2% | N/A | 0.084% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,119 | $535K | 0.0% | +27.0% | 0.037% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 3,750 | $220K | 0.1% | N/A | 0.015% | |
2/25/2025 | Integrated Advisors Network LLC | 9,391 | $551K | 0.0% | -18.6% | 0.039% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 14,729 | $865K | 0.4% | -2.0% | 0.069% | |
2/17/2025 | Snowden Capital Advisors LLC | 26,867 | $1.58M | 0.0% | +0.6% | 0.125% | |
2/17/2025 | Focus Partners Wealth | 12,814 | $761K | 0.0% | -3.2% | 0.060% | |
2/17/2025 | Full Sail Capital LLC | 250,856 | $14.73M | 0.9% | -3.2% | 1.167% | |
2/17/2025 | EPG Wealth Management LLC | 22,283 | $1.31M | 0.3% | -2.6% | 0.104% | |
2/17/2025 | Citadel Advisors LLC | 15,982 | $938K | 0.0% | -11.2% | 0.074% | |
2/17/2025 | Beaumont Capital Management LLC | 96,299 | $5.65M | 4.4% | +5.8% | 0.448% | |
2/17/2025 | Bank of America Corp DE | 54,318 | $3.19M | 0.0% | -4.7% | 0.253% | |
2/17/2025 | Ameriprise Financial Inc. | 4,325 | $254K | 0.0% | N/A | 0.020% | |
2/17/2025 | Acorn Financial Advisory Services Inc. ADV | 4,049 | $238K | 0.0% | N/A | 0.019% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 4,965 | $291K | 0.0% | -52.3% | 0.023% | |
2/14/2025 | Jane Street Group LLC | 22,876 | $1.34M | 0.0% | +7.7% | 0.106% | |
2/14/2025 | Lido Advisors LLC | 1,708,690 | $100.30M | 0.5% | +2.0% | 7.947% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 114,206 | $6.70M | 0.0% | -2.3% | 0.531% | |
2/14/2025 | Hsbc Holdings PLC | 7,439 | $437K | 0.0% | -85.9% | 0.035% | |
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2/14/2025 | Stifel Financial Corp | 165,997 | $9.74M | 0.0% | -0.4% | 0.772% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,512 | $89K | 0.0% | +151,100.0% | 0.007% | |
2/13/2025 | Capital Square LLC | 4,720 | $291K | 0.2% | +18.3% | 0.022% | |
2/13/2025 | Main Street Financial Solutions LLC | 22,315 | $1.31M | 0.1% | -2.0% | 0.104% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 4,953 | $290K | 0.1% | N/A | 0.023% | |
2/13/2025 | Savvy Advisors Inc. | 4,701 | $276K | 0.0% | -9.7% | 0.022% | |
2/13/2025 | KDK Private Wealth Management LLC | 21,248 | $1.25M | 1.3% | N/A | 0.099% | |
2/13/2025 | Raymond James Financial Inc. | 49,364 | $2.90M | 0.0% | N/A | 0.230% | |
2/13/2025 | Advisory Services Network LLC | 87,555 | $5.14M | 0.1% | +3.2% | 0.407% | |
2/13/2025 | Envestnet Asset Management Inc. | 113,094 | $6.64M | 0.0% | -24.8% | 0.526% | |