5/22/2025 | WBI Investments LLC | 65,318 | $3.34M | 0.9% | +213.4% | 0.248% | |
5/16/2025 | Jones Financial Companies Lllp | 70,957 | $3.63M | 0.0% | +1,124.0% | 0.269% | |
5/16/2025 | Talon Private Wealth LLC | 4,925 | $252K | 0.0% | -23.5% | 0.019% | |
5/16/2025 | NewEdge Advisors LLC | 94,046 | $4.81M | 0.0% | +2.4% | 0.357% | |
5/16/2025 | Integrated Wealth Concepts LLC | 18,879 | $965K | 0.0% | +5.3% | 0.072% | |
5/15/2025 | Royal Bank of Canada | 11,700 | $598K | 0.0% | -77.8% | 0.044% | |
5/15/2025 | FRG Family Wealth Advisors LLC | 21,360 | $1.09M | 0.2% | -15.6% | 0.081% | |
5/14/2025 | Full Sail Capital LLC | 91,786 | $4.69M | 0.3% | -7.0% | 0.348% | |
5/14/2025 | Comerica Bank | 14,918 | $763K | 0.0% | +3.4% | 0.057% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,513 | $128K | 0.0% | -8.4% | 0.010% | |
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5/14/2025 | Kestra Advisory Services LLC | 112,517 | $5.75M | 0.0% | +2.1% | 0.427% | |
5/14/2025 | PGIM Custom Harvest LLC | 14,019 | $717K | 0.0% | -11.3% | 0.053% | |
5/13/2025 | Compass Financial Group INC SD | 198,496 | $10.15M | 1.9% | +12.1% | 0.753% | |
5/13/2025 | CacheTech Inc. | 103,058 | $5.27M | 1.0% | N/A | 0.391% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 58,810 | $3.01M | 0.0% | -40.1% | 0.223% | |
5/13/2025 | HighTower Advisors LLC | 13,845 | $708K | 0.0% | -7.0% | 0.053% | |
5/12/2025 | AGF Management Ltd. | 418,717 | $21.41M | 0.1% | -2.8% | 1.589% | |
5/12/2025 | Meridian Wealth Management LLC | 12,439 | $636K | 0.0% | -5.8% | 0.047% | |
5/12/2025 | Independent Advisor Alliance | 7,833 | $401K | 0.0% | -59.9% | 0.030% | |
5/12/2025 | Atlas Capital Advisors Inc. | 129,659 | $6.63M | 0.8% | -9.8% | 0.503% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 2,255,849 | $115.34M | 0.0% | +0.1% | 8.744% | |
5/9/2025 | Atria Wealth Solutions Inc. | 51,857 | $2.65M | 0.0% | +42.1% | 0.201% | |
5/9/2025 | Commonwealth Equity Services LLC | 435,448 | $22.26M | 0.0% | +6.2% | 1.688% | |
5/9/2025 | PNC Financial Services Group Inc. | 10,188 | $521K | 0.0% | -2.1% | 0.039% | |
5/8/2025 | UNIVEST FINANCIAL Corp | 47,312 | $2.42M | 0.2% | -26.8% | 0.183% | |
5/8/2025 | Certified Advisory Corp | 217,111 | $11.10M | 1.3% | +1.7% | 0.842% | |
5/8/2025 | Arkadios Wealth Advisors | 40,929 | $2.09M | 0.1% | +29.8% | 0.159% | |
5/7/2025 | Foundations Investment Advisors LLC | 90,365 | $4.62M | 0.1% | N/A | 0.350% | |
5/7/2025 | Maridea Wealth Management LLC | 7,376 | $377K | 0.1% | N/A | 0.029% | |
5/7/2025 | LPL Financial LLC | 332,473 | $17.00M | 0.0% | -13.6% | 1.289% | |
5/7/2025 | Fischer Financial Services Inc. | 145,086 | $7.42M | 2.4% | -0.2% | 0.562% | |
5/6/2025 | Assetmark Inc. | 10,823 | $553K | 0.0% | -35.9% | 0.042% | |
5/6/2025 | Cetera Investment Advisers | 59,660 | $3.05M | 0.0% | +105.2% | 0.231% | |
5/6/2025 | Avantax Advisory Services Inc. | 7,894 | $404K | 0.0% | N/A | 0.031% | |
5/6/2025 | Lifeworks Advisors LLC | 37,640 | $1.93M | 0.3% | +5.6% | 0.146% | |
5/6/2025 | AE Wealth Management LLC | 122,630 | $6.27M | 0.1% | +5.1% | 0.475% | |
5/6/2025 | VCI Wealth Management LLC | 14,442 | $738K | 0.3% | -31.0% | 0.056% | |
5/6/2025 | KDK Private Wealth Management LLC | 23,582 | $1.21M | 1.4% | -3.5% | 0.091% | |
5/5/2025 | J.W. Cole Advisors Inc. | 44,353 | $2.27M | 0.1% | -31.5% | 0.172% | |
5/5/2025 | Kestra Private Wealth Services LLC | 22,522 | $1.15M | 0.0% | -6.7% | 0.087% | |
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5/5/2025 | Morningstar Investment Services LLC | 19,714 | $1.01M | 0.2% | -70.0% | 0.076% | |
5/5/2025 | Private Advisor Group LLC | 17,097 | $874K | 0.0% | -2.2% | 0.066% | |
5/2/2025 | Kingsview Wealth Management LLC | 5,827 | $298K | 0.0% | -13.1% | 0.023% | |
5/2/2025 | Larson Financial Group LLC | 176,452 | $9.02M | 0.4% | +3.3% | 0.684% | |
5/2/2025 | Dakota Wealth Management | 6,360 | $325K | 0.0% | -51.2% | 0.025% | |
5/2/2025 | Sigma Planning Corp | 33,998 | $1.74M | 0.1% | +4.0% | 0.132% | |
5/1/2025 | Walker Financial Services Inc. | 38,851 | $1.99M | 1.0% | +7.1% | 0.151% | |
5/1/2025 | Grant GrossMendelsohn LLC | 58,233 | $2.96M | 1.6% | N/A | 0.226% | |
5/1/2025 | Fifth Third Securities Inc. | 4,789 | $245K | 0.0% | -59.3% | 0.019% | |
4/30/2025 | Allworth Financial LP | 2,819 | $144K | 0.0% | +10.3% | 0.011% | |
4/29/2025 | Envestnet Asset Management Inc. | 177,159 | $9.06M | 0.0% | +54.4% | 0.687% | |
4/29/2025 | Bank of New York Mellon Corp | 10,719 | $548K | 0.0% | N/A | 0.042% | |
4/29/2025 | World Investment Advisors | 10,773 | $551K | 0.0% | +15.1% | 0.042% | |
4/23/2025 | Systelligence LLC | 114,210 | $5.84M | 1.4% | -22.1% | 0.443% | |
4/22/2025 | Yoder Wealth Management Inc. | 32,965 | $1.69M | 0.9% | +7.1% | 0.128% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 99,180 | $5.07M | 0.0% | +12.7% | 0.384% | |
4/22/2025 | Castleview Partners LLC | 8,637 | $442K | 0.3% | +528.6% | 0.033% | |
4/21/2025 | Curran Financial Partners LLC | 13,111 | $670K | 0.2% | -4.4% | 0.051% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,701 | $394K | 0.0% | -26.7% | 0.030% | |
4/21/2025 | Roman Butler Fullerton & Co. | 8,820 | $450K | 0.2% | +4.7% | 0.034% | |
4/18/2025 | Financial Perspectives Inc | 114,419 | $5.89M | 2.0% | +3.2% | 0.457% | |
4/18/2025 | GSB Wealth Management LLC | 7,542 | $386K | 0.1% | +3.7% | 0.030% | |
4/18/2025 | Demars Financial Group LLC | 4,404,346 | $225.19M | 0.7% | +8.6% | 17.582% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 4,533 | $232K | 0.0% | -7.9% | 0.018% | |
4/17/2025 | Lynch & Associates IN | 27,842 | $1.42M | 0.3% | +4.6% | 0.111% | |
4/17/2025 | Janney Montgomery Scott LLC | 4,836 | $247K | 0.0% | N/A | 0.019% | |
4/17/2025 | Pacific Sun Financial Corp | 10,988 | $562K | 0.3% | -4.4% | 0.044% | |
4/15/2025 | CX Institutional | 1,981 | $101K | 0.0% | N/A | 0.008% | |
4/14/2025 | Park Avenue Securities LLC | 6,672 | $341K | 0.0% | N/A | 0.027% | |
4/10/2025 | Retirement Planning Group LLC | 5,660 | $289K | 0.0% | N/A | 0.023% | |
4/9/2025 | Buska Wealth Management LLC | 26,516 | $1.36M | 0.4% | -3.4% | 0.106% | |
4/9/2025 | Sweeney & Michel LLC | 17,922 | $859K | 0.3% | N/A | 0.072% | |
4/9/2025 | NBC Securities Inc. | 8,071 | $412K | 0.0% | +100,787.5% | 0.032% | |
4/9/2025 | American National Bank & Trust | 16,262 | $831K | 0.1% | +27.0% | 0.065% | |
4/8/2025 | Pacifica Partners Inc. | 671 | $35K | 0.0% | N/A | 0.003% | |
4/8/2025 | Avondale Wealth Management | 133,169 | $6.81M | 4.3% | +27.1% | 0.532% | |
4/8/2025 | Atlas Brown Inc. | 27,140 | $1.39M | 0.5% | -1.0% | 0.108% | |
4/2/2025 | Marotta Asset Management | 90,395 | $4.62M | 1.0% | -3.5% | 0.361% | |
3/4/2025 | Buska Wealth Management LLC | 27,456 | $1.36M | 0.4% | -17.8% | 0.111% | |
2/25/2025 | Heck Capital Advisors LLC | 27,645 | $1.37M | 0.1% | N/A | 0.112% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 9,108 | $450K | 0.2% | -24.0% | 0.039% | |
2/17/2025 | WBI Investments LLC | 20,845 | $1.03M | 0.3% | -4.1% | 0.090% | |
2/17/2025 | Snowden Capital Advisors LLC | 28,714 | $1.42M | 0.0% | -1.0% | 0.124% | |
2/17/2025 | Full Sail Capital LLC | 98,719 | $4.88M | 0.3% | -1.2% | 0.426% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 7,326 | $362K | 0.0% | N/A | 0.032% | |
2/17/2025 | Cetera Investment Advisers | 29,081 | $1.44M | 0.0% | +1.2% | 0.125% | |
2/17/2025 | Bank of America Corp DE | 42,806 | $2.12M | 0.0% | +0.7% | 0.185% | |
2/17/2025 | Ameriprise Financial Inc. | 39,753 | $1.97M | 0.0% | -16.2% | 0.171% | |
2/14/2025 | Jane Street Group LLC | 32,409 | $1.60M | 0.0% | N/A | 0.140% | |
2/14/2025 | Lido Advisors LLC | 1,153,894 | $57.04M | 0.3% | +3.8% | 4.974% | |
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2/14/2025 | Kovitz Investment Group Partners LLC | 98,114 | $4.85M | 0.0% | -45.7% | 0.423% | |
2/14/2025 | Susquehanna International Group LLP | 97,267 | $4.81M | 0.0% | +9.9% | 0.419% | |
2/14/2025 | Stifel Financial Corp | 52,006 | $2.57M | 0.0% | -6.4% | 0.224% | |
2/14/2025 | GeoWealth Management LLC | 8,763 | $433K | 0.0% | +16.5% | 0.038% | |
2/13/2025 | Demars Financial Group LLC | 4,055,053 | $200.44M | 0.6% | +96,425.9% | 17.479% | |
2/13/2025 | NewEdge Advisors LLC | 91,834 | $4.54M | 0.0% | -4.8% | 0.396% | |
2/13/2025 | Mariner LLC | 10,036 | $496K | 0.0% | -14.2% | 0.043% | |
2/13/2025 | Rockefeller Capital Management L.P. | 29,306 | $1.45M | 0.0% | -9.8% | 0.126% | |
2/13/2025 | KDK Private Wealth Management LLC | 24,439 | $1.21M | 1.3% | N/A | 0.105% | |
2/13/2025 | Raymond James Financial Inc. | 6,812 | $337K | 0.0% | N/A | 0.029% | |