8/6/2025 | Vestmark Advisory Solutions Inc. | 197,464 | $12.50M | 0.2% | N/A | 4.340% | |
8/5/2025 | Huntington National Bank | 403 | $26K | 0.0% | N/A | 0.009% | |
8/5/2025 | Sigma Planning Corp | 8,180 | $518K | 0.0% | -3.6% | 0.180% | |
8/4/2025 | Atria Investments Inc | 5,137 | $325K | 0.0% | N/A | 0.113% | |
8/4/2025 | Spire Wealth Management | 4,473 | $283K | 0.0% | -75.0% | 0.098% | |
8/1/2025 | Envestnet Asset Management Inc. | 35,746 | $2.26M | 0.0% | +217.0% | 0.786% | |
7/31/2025 | City State Bank | 1,000 | $63K | 0.0% | -48.6% | 0.022% | |
7/31/2025 | Moloney Securities Asset Management LLC | 6,023 | $381K | 0.0% | -24.2% | 0.132% | |
7/30/2025 | Rehmann Capital Advisory Group | 5,429 | $344K | 0.0% | -21.7% | 0.119% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 27,239 | $1.72M | 0.0% | -0.9% | 0.599% | |
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7/29/2025 | Stratos Wealth Partners LTD. | 5,920 | $375K | 0.0% | +6.5% | 0.130% | |
7/28/2025 | Harbour Investments Inc. | 20,030 | $1.27M | 0.0% | -2.1% | 0.440% | |
7/25/2025 | Atria Wealth Solutions Inc. | 8,333 | $536K | 0.0% | -3.4% | 0.183% | |
7/24/2025 | WMG Financial Advisors LLC | 3,777 | $239K | 0.1% | -11.6% | 0.083% | |
7/24/2025 | IFP Advisors Inc | 4,154 | $263K | 0.0% | -3.7% | 0.091% | |
7/22/2025 | Belpointe Asset Management LLC | 9,770 | $618K | 0.0% | -2.3% | 0.215% | |
7/22/2025 | Grimes & Company Inc. | 22,562 | $1.43M | 0.0% | N/A | 0.496% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,437 | $154K | 0.0% | -55.8% | 0.054% | |
7/17/2025 | Janney Montgomery Scott LLC | 34,060 | $2.16M | 0.0% | -3.1% | 0.749% | |
7/16/2025 | CX Institutional | 670 | $42K | 0.0% | -95.6% | 0.015% | |
7/14/2025 | Park Avenue Securities LLC | 3,269 | $207K | 0.0% | N/A | 0.072% | |
7/11/2025 | Farther Finance Advisors LLC | 9,134 | $578K | 0.0% | -8.3% | 0.196% | |
7/11/2025 | CX Institutional | 670 | $42K | 0.0% | -95.6% | 0.014% | |
7/7/2025 | Nova Wealth Management Inc. | 9,810 | $621K | 0.5% | -10.1% | 0.211% | |
7/2/2025 | HBW Advisory Services LLC | 7,010 | $444K | 0.1% | +12.9% | 0.149% | |
6/27/2025 | Goldman Sachs Group Inc. | 51,107 | $3.34M | 0.0% | -43.5% | 1.087% | |
5/29/2025 | Nova Wealth Management Inc. | 10,917 | $713K | 0.6% | -13.8% | 0.221% | |
5/20/2025 | Belpointe Asset Management LLC | 9,995 | $653K | 0.0% | -30.7% | 0.202% | |
5/16/2025 | Coppell Advisory Solutions LLC | 5,425 | $353K | 0.0% | -62.2% | 0.123% | |
5/16/2025 | Goldman Sachs Group Inc. | 51,107 | $3.34M | 0.0% | -43.5% | 1.162% | |
5/16/2025 | Jones Financial Companies Lllp | 25,901 | $1.69M | 0.0% | +2,350.4% | 0.589% | |
5/16/2025 | NewEdge Advisors LLC | 7,616 | $498K | 0.0% | -23.6% | 0.173% | |
5/15/2025 | Royal Bank of Canada | 59,083 | $3.86M | 0.0% | -10.8% | 1.343% | |
5/14/2025 | Comerica Bank | 2,954 | $193K | 0.0% | +30.5% | 0.067% | |
5/14/2025 | Flow Traders U.S. LLC | 9,165 | $599K | 0.0% | N/A | 0.208% | |
5/14/2025 | PGIM Custom Harvest LLC | 30,808 | $2.01M | 0.0% | -1.3% | 0.700% | |
5/13/2025 | Raymond James Financial Inc. | 174,323 | $11.39M | 0.0% | +5.4% | 3.962% | |
5/13/2025 | HighTower Advisors LLC | 11,215 | $733K | 0.0% | -2.6% | 0.255% | |
5/12/2025 | Independent Advisor Alliance | 62,359 | $4.08M | 0.1% | -22.9% | 1.417% | |
5/9/2025 | MGB Wealth Management LLC | 555 | $36K | 0.0% | N/A | 0.013% | |
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5/9/2025 | Atria Wealth Solutions Inc. | 8,628 | $564K | 0.0% | -6.1% | 0.196% | |
5/9/2025 | PNC Financial Services Group Inc. | 2,030 | $133K | 0.0% | -13.0% | 0.046% | |
5/8/2025 | Harbour Investments Inc. | 20,452 | $1.34M | 0.0% | -5.5% | 0.465% | |
5/7/2025 | LPL Financial LLC | 287,788 | $18.80M | 0.0% | -8.9% | 6.541% | |
5/6/2025 | Cetera Investment Advisers | 26,219 | $1.71M | 0.0% | -6.2% | 0.596% | |
5/6/2025 | WMG Financial Advisors LLC | 4,274 | $279K | 0.1% | -8.2% | 0.097% | |
5/5/2025 | Private Advisor Group LLC | 8,568 | $560K | 0.0% | +9.2% | 0.195% | |
5/2/2025 | Sigma Planning Corp | 8,489 | $555K | 0.0% | +9.0% | 0.193% | |
5/1/2025 | CWM LLC | 1,156 | $76K | 0.0% | -13.6% | 0.026% | |
5/1/2025 | Park Square Financial Group LLC | 604 | $39K | 0.0% | -66.4% | 0.014% | |
4/30/2025 | Moloney Securities Asset Management LLC | 7,950 | $519K | 0.1% | -41.5% | 0.181% | |
4/30/2025 | Rehmann Capital Advisory Group | 6,938 | $453K | 0.0% | -5.2% | 0.158% | |
4/30/2025 | Stratos Wealth Partners LTD. | 5,558 | $363K | 0.0% | -5.2% | 0.126% | |
4/29/2025 | Envestnet Asset Management Inc. | 11,276 | $737K | 0.0% | +4.4% | 0.256% | |
4/23/2025 | Western Wealth Management LLC | 4,305 | $281K | 0.0% | -29.4% | 0.097% | |
4/23/2025 | International Assets Investment Management LLC | 4,424 | $289K | 0.0% | -5.3% | 0.099% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 33,216 | $2.17M | 0.0% | -6.1% | 0.746% | |
4/18/2025 | Cornerstone Wealth Management LLC | 3,662 | $239K | 0.0% | N/A | 0.082% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 1,778 | $116K | 0.0% | -18.7% | 0.040% | |
4/17/2025 | Janney Montgomery Scott LLC | 35,140 | $2.30M | 0.0% | -1.6% | 0.790% | |
4/17/2025 | Pacific Sun Financial Corp | 13,028 | $851K | 0.5% | -4.1% | 0.293% | |
4/15/2025 | CX Institutional | 15,134 | $989K | 0.0% | +12,407.4% | 0.340% | |
4/15/2025 | Trueblood Wealth Management LLC | 8,613 | $563K | 0.3% | -14.5% | 0.194% | |
4/14/2025 | Farther Finance Advisors LLC | 9,956 | $654K | 0.0% | +2,433.3% | 0.224% | |
4/9/2025 | HBW Advisory Services LLC | 6,209 | $406K | 0.1% | +53.4% | 0.140% | |
4/9/2025 | NBC Securities Inc. | 1,246 | $81K | 0.0% | +41,433.3% | 0.028% | |
2/28/2025 | Park Square Financial Group LLC | 1,796 | $115K | 0.1% | N/A | 0.028% | |
2/18/2025 | GTS Securities LLC | 13,711 | $878K | 0.0% | -9.0% | 0.216% | |
2/17/2025 | CoreCap Advisors LLC | 1,293 | $83K | 0.0% | -11.9% | 0.020% | |
2/17/2025 | Cetera Investment Advisers | 27,953 | $1.79M | 0.0% | -32.9% | 0.440% | |
2/17/2025 | Citadel Advisors LLC | 28,888 | $1.85M | 0.0% | +171.0% | 0.455% | |
2/17/2025 | Bank of America Corp DE | 96,267 | $6.17M | 0.0% | -21.7% | 1.516% | |
2/17/2025 | Benjamin Edwards Inc. | 3,319 | $213K | 0.0% | N/A | 0.052% | |
2/14/2025 | Coppell Advisory Solutions LLC | 14,334 | $913K | 0.1% | -17.3% | 0.226% | |
2/14/2025 | Susquehanna International Group LLP | 42,251 | $2.71M | 0.0% | +283.7% | 0.665% | |
2/14/2025 | Canal Capital Management LLC | 3,223 | $206K | 0.0% | N/A | 0.051% | |
2/14/2025 | Stifel Financial Corp | 69,462 | $4.45M | 0.0% | +3.0% | 1.094% | |
2/14/2025 | Tower Research Capital LLC TRC | 9,209 | $590K | 0.0% | N/A | 0.145% | |
2/13/2025 | NewEdge Advisors LLC | 9,975 | $639K | 0.0% | -14.2% | 0.157% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 3,129 | $200K | 0.1% | N/A | 0.049% | |
2/13/2025 | Rockefeller Capital Management L.P. | 26,332 | $1.69M | 0.0% | +1.0% | 0.415% | |
2/13/2025 | Maxwell Wealth Strategies Inc. | 32,977 | $2.11M | 0.9% | -1.1% | 0.519% | |
2/13/2025 | Advisory Services Network LLC | 17,367 | $1.11M | 0.0% | N/A | 0.273% | |
2/13/2025 | Envestnet Asset Management Inc. | 10,799 | $692K | 0.0% | -56.8% | 0.170% | |
2/13/2025 | Wells Fargo & Company MN | 200,296 | $12.83M | 0.0% | -2.4% | 3.154% | |
2/12/2025 | JPMorgan Chase & Co. | 13,004 | $833K | 0.0% | -5.0% | 0.205% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 27,477 | $1.76M | 0.0% | -3.6% | 0.433% | |
2/11/2025 | LPL Financial LLC | 316,048 | $20.25M | 0.0% | -12.1% | 4.977% | |
2/10/2025 | Harbour Investments Inc. | 21,653 | $1.39M | 0.0% | -21.5% | 0.341% | |
2/10/2025 | Commonwealth Equity Services LLC | 26,650 | $1.71M | 0.0% | -7.4% | 0.420% | |
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2/10/2025 | Farther Finance Advisors LLC | 393 | $25K | 0.0% | -82.9% | 0.006% | |
2/7/2025 | HighTower Advisors LLC | 11,509 | $737K | 0.0% | -3.8% | 0.181% | |
2/7/2025 | Global View Capital Management LLC | 3,525 | $226K | 0.1% | N/A | 0.056% | |
2/7/2025 | Independent Advisor Alliance | 80,910 | $5.18M | 0.1% | +19.1% | 1.274% | |
2/7/2025 | PNC Financial Services Group Inc. | 2,333 | $149K | 0.0% | -7.8% | 0.037% | |
2/7/2025 | Schrum Private Wealth Management LLC | 14,947 | $958K | 0.8% | -46.0% | 0.235% | |
2/6/2025 | Raymond James Financial Inc. | 165,378 | $10.59M | 0.0% | N/A | 2.604% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 8,246 | $528K | 0.0% | -3.0% | 0.130% | |
2/6/2025 | Meridian Wealth Management LLC | 11,049 | $708K | 0.0% | -1.8% | 0.174% | |
2/6/2025 | Jones Financial Companies Lllp | 1,057 | $68K | 0.0% | +68.3% | 0.017% | |