7/25/2025 | Atria Wealth Solutions Inc. | 4,013 | $631K | 0.0% | +23.0% | 0.047% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 2,253 | $355K | 0.0% | -37.3% | 0.026% | |
7/25/2025 | Genesee Capital Advisors LLC | 108,328 | $17.05M | 7.6% | +0.7% | 1.266% | |
7/25/2025 | CWM LLC | 7,138 | $1.12M | 0.0% | -3.2% | 0.083% | |
7/25/2025 | Concurrent Investment Advisors LLC | 4,157 | $654K | 0.0% | -48.1% | 0.049% | |
7/25/2025 | Apollon Financial LLC | 1,411 | $222K | 0.0% | N/A | 0.016% | |
7/25/2025 | Apollon Wealth Management LLC | 6,826 | $1.07M | 0.0% | -3.4% | 0.080% | |
7/24/2025 | Trust Co. of Toledo NA OH | 526 | $83K | 0.0% | N/A | 0.006% | |
7/24/2025 | WMG Financial Advisors LLC | 5,105 | $803K | 0.3% | -1.8% | 0.060% | |
7/24/2025 | IFP Advisors Inc | 8,697 | $1.37M | 0.0% | -1.7% | 0.102% | |
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7/24/2025 | US Bancorp DE | 20,630 | $3.25M | 0.0% | +1.5% | 0.241% | |
7/23/2025 | Clear Creek Financial Management LLC | 7,624 | $1.20M | 0.1% | -8.6% | 0.089% | |
7/23/2025 | REAP Financial Group LLC | 2,005 | $315K | 0.1% | -39.1% | 0.023% | |
7/23/2025 | RMG Wealth Management LLC | 760 | $121K | 0.0% | N/A | 0.009% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 3,183 | $501K | 0.0% | -16.7% | 0.037% | |
7/21/2025 | Ameriflex Group Inc. | 168 | $26K | 0.0% | -88.4% | 0.002% | |
7/21/2025 | Creative Capital Management Investments LLC | 186 | $29K | 0.0% | N/A | 0.002% | |
7/21/2025 | Ameritas Advisory Services LLC | 607 | $96K | 0.0% | N/A | 0.007% | |
7/21/2025 | Crews Bank & Trust | 692 | $109K | 0.0% | N/A | 0.008% | |
7/18/2025 | Pure Financial Advisors LLC | 1,352 | $213K | 0.0% | N/A | 0.016% | |
7/18/2025 | Trust Co. of Vermont | 205 | $32K | 0.0% | N/A | 0.002% | |
7/18/2025 | Brueske Advisory Services LLC | 14,653 | $2.31M | 1.6% | -2.8% | 0.170% | |
7/18/2025 | Truist Financial Corp | 105,740 | $16.64M | 0.0% | +3.6% | 1.229% | |
7/17/2025 | Janney Montgomery Scott LLC | 87,280 | $13.73M | 0.0% | -5.2% | 1.008% | |
7/17/2025 | Elser Financial Planning Inc | 6,786 | $1.06M | 0.1% | N/A | 0.078% | |
7/17/2025 | Worth Financial Advisory Group LLC | 2,619 | $412K | 0.3% | -3.7% | 0.030% | |
7/16/2025 | CX Institutional | 1,129 | $178K | 0.0% | -97.5% | 0.013% | |
7/15/2025 | RVW Wealth LLC | 68,521 | $10.78M | 0.9% | -12.8% | 0.792% | |
7/15/2025 | LVZ Inc. | 1,337 | $210K | 0.0% | N/A | 0.015% | |
7/14/2025 | ABLE Financial Group LLC | 1,336 | $210K | 0.1% | N/A | 0.015% | |
7/14/2025 | Park Avenue Securities LLC | 1,535 | $242K | 0.0% | -16.0% | 0.018% | |
7/11/2025 | Farther Finance Advisors LLC | 12,988 | $2.04M | 0.0% | +1.2% | 0.150% | |
7/11/2025 | CX Institutional | 1,129 | $178K | 0.0% | -97.5% | 0.013% | |
7/10/2025 | Three Seasons Wealth LLC | 9,278 | $1.46M | 0.2% | -7.0% | 0.107% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 3,388 | $542K | 0.0% | +12.9% | 0.039% | |
7/10/2025 | Focus Financial Network Inc. | 6,979 | $1.10M | 0.0% | +11.1% | 0.081% | |
7/10/2025 | Sovran Advisors LLC | 1,378 | $220K | 0.0% | N/A | 0.016% | |
7/8/2025 | Choice Wealth Advisors LLC | 57,112 | $8.99M | 4.1% | -1.2% | 0.660% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 8,950 | $1.41M | 0.2% | -6.5% | 0.103% | |
6/27/2025 | Goldman Sachs Group Inc. | 21,410 | $2.83M | 0.0% | -37.5% | 0.246% | |
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5/29/2025 | Nova Wealth Management Inc. | 511 | $68K | 0.1% | -43.0% | 0.006% | |
5/21/2025 | Geneos Wealth Management Inc. | 630 | $83K | 0.0% | +15.2% | 0.007% | |
5/20/2025 | Flaharty Asset Management LLC | 850 | $112K | 0.0% | N/A | 0.010% | |
5/20/2025 | Integrity Alliance LLC. | 3,021 | $400K | 0.0% | N/A | 0.034% | |
5/19/2025 | Jane Street Group LLC | 13,123 | $1.74M | 0.0% | +20.4% | 0.149% | |
5/16/2025 | Coppell Advisory Solutions LLC | 4,273 | $584K | 0.0% | -57.8% | 0.049% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 7,257 | $960K | 0.0% | -1.6% | 0.082% | |
5/16/2025 | Goldman Sachs Group Inc. | 21,410 | $2.83M | 0.0% | -37.5% | 0.243% | |
5/16/2025 | Jones Financial Companies Lllp | 45,533 | $6.02M | 0.0% | +565.5% | 0.517% | |
5/16/2025 | NewEdge Advisors LLC | 23,843 | $3.15M | 0.0% | -71.0% | 0.271% | |
5/15/2025 | Paragon Private Wealth Management LLC | 11,940 | $1.58M | 0.7% | -19.7% | 0.136% | |
5/15/2025 | Royal Bank of Canada | 67,603 | $8.94M | 0.0% | +7.8% | 0.767% | |
5/15/2025 | Betterment LLC | 2,639 | $349K | 0.0% | N/A | 0.030% | |
5/15/2025 | Alamea Verwaltungs GmbH | 3,410 | $451K | 0.4% | N/A | 0.039% | |
5/15/2025 | MAI Capital Management | 77,914 | $10.30M | 0.1% | -0.5% | 0.884% | |
5/15/2025 | Baird Financial Group Inc. | 8,299 | $1.10M | 0.0% | -39.1% | 0.094% | |
5/14/2025 | Truvestments Capital LLC | 2,966 | $392K | 0.1% | +8.0% | 0.034% | |
5/14/2025 | Comerica Bank | 5,105 | $675K | 0.0% | -2.5% | 0.058% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 4,685 | $620K | 0.2% | N/A | 0.053% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 7,688 | $1.02M | 0.0% | -3.4% | 0.087% | |
5/14/2025 | Kestra Advisory Services LLC | 20,422 | $2.70M | 0.0% | +2.8% | 0.232% | |
5/14/2025 | Capital Wealth Alliance LLC | 2,051 | $271K | 0.2% | -60.6% | 0.023% | |
5/14/2025 | Summit Financial LLC | 1,673 | $221K | 0.0% | -78.0% | 0.019% | |
5/14/2025 | Venture Visionary Partners LLC | 3,250 | $430K | 0.0% | -50.0% | 0.037% | |
5/13/2025 | Tyler Stone Wealth Management | 4,570 | $604K | 0.1% | -4.4% | 0.052% | |
5/13/2025 | Raymond James Financial Inc. | 429,380 | $56.79M | 0.0% | -3.1% | 4.874% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 101,014 | $13.36M | 0.3% | -25.3% | 1.147% | |
5/13/2025 | Russell Investments Group Ltd. | 369 | $49K | 0.0% | -35.3% | 0.004% | |
5/9/2025 | Chicago Partners Investment Group LLC | 28,243 | $3.94M | 0.1% | +1,216.7% | 0.321% | |
5/9/2025 | Three Seasons Wealth LLC | 9,974 | $1.32M | 0.7% | -2.9% | 0.113% | |
5/9/2025 | Atria Wealth Solutions Inc. | 3,263 | $432K | 0.0% | -19.1% | 0.037% | |
5/9/2025 | Commonwealth Equity Services LLC | 134,676 | $17.81M | 0.0% | -0.6% | 1.529% | |
5/9/2025 | L & S Advisors Inc | 13,623 | $1.80M | 0.2% | -11.8% | 0.155% | |
5/9/2025 | PNC Financial Services Group Inc. | 5,540 | $733K | 0.0% | -2.2% | 0.063% | |
5/8/2025 | IFG Advisory LLC | 3,197 | $423K | 0.0% | +5.5% | 0.036% | |
5/8/2025 | US Bancorp DE | 20,329 | $2.69M | 0.0% | +3.7% | 0.231% | |
5/8/2025 | Harbour Investments Inc. | 3,371 | $446K | 0.0% | -3.5% | 0.038% | |
5/8/2025 | Grantvest Financial Group LLC | 2,201 | $291K | 0.2% | -9.4% | 0.025% | |
5/8/2025 | RVW Wealth LLC | 78,536 | $10.39M | 1.0% | -60.4% | 0.891% | |
5/7/2025 | LPL Financial LLC | 495,987 | $65.59M | 0.0% | +0.7% | 5.630% | |
5/6/2025 | Cetera Investment Advisers | 69,073 | $9.14M | 0.0% | +0.8% | 0.784% | |
5/6/2025 | Avantax Advisory Services Inc. | 22,851 | $3.02M | 0.0% | -20.1% | 0.259% | |
5/6/2025 | Wedbush Securities Inc. | 5,295 | $700K | 0.0% | -1.6% | 0.060% | |
5/6/2025 | WMG Financial Advisors LLC | 5,199 | $688K | 0.3% | -4.9% | 0.059% | |
5/5/2025 | IFP Advisors Inc | 8,851 | $1.17M | 0.0% | -2.7% | 0.100% | |
5/5/2025 | Kestra Private Wealth Services LLC | 31,482 | $4.16M | 0.1% | -6.2% | 0.357% | |
5/5/2025 | Private Advisor Group LLC | 11,635 | $1.54M | 0.0% | -3.8% | 0.132% | |
5/2/2025 | Schrum Private Wealth Management LLC | 22,424 | $2.97M | 2.6% | -0.7% | 0.255% | |
5/2/2025 | Apollon Wealth Management LLC | 7,064 | $934K | 0.0% | -4.0% | 0.080% | |
5/1/2025 | CWM LLC | 7,371 | $975K | 0.0% | +2.5% | 0.084% | |
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5/1/2025 | Stephens Inc. AR | 16,260 | $2.15M | 0.0% | -0.7% | 0.185% | |
5/1/2025 | Quest 10 Wealth Builders Inc. | 190 | $25K | 0.0% | -45.6% | 0.002% | |
5/1/2025 | Gateway Wealth Partners LLC | 3,348 | $443K | 0.1% | -24.4% | 0.038% | |
5/1/2025 | Kesler Norman & Wride LLC | 6,154 | $814K | 0.2% | -1.9% | 0.070% | |
4/30/2025 | Allworth Financial LP | 255 | $34K | 0.0% | +78.3% | 0.003% | |
4/30/2025 | Stratos Wealth Partners LTD. | 6,681 | $884K | 0.0% | -2.8% | 0.076% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 30,506 | $4.03M | 0.8% | -3.7% | 0.346% | |
4/29/2025 | Envestnet Asset Management Inc. | 91,769 | $12.14M | 0.0% | +8.4% | 1.042% | |
4/29/2025 | Concurrent Investment Advisors LLC | 8,008 | $1.06M | 0.0% | -58.2% | 0.091% | |
4/29/2025 | Strategic Blueprint LLC | 36,971 | $4.89M | 0.3% | +7.6% | 0.420% | |