8/15/2025 | MML Investors Services LLC | 24,387 | $670K | 0.0% | +14.6% | 0.070% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 266,864 | $7.33M | 1.8% | +42.8% | 0.766% | |
8/15/2025 | Bank of America Corp DE | 176,736 | $4.86M | 0.0% | -15.2% | 0.508% | |
8/14/2025 | Raymond James Financial Inc. | 14,033 | $385K | 0.0% | +89.0% | 0.040% | |
8/13/2025 | Flow Traders U.S. LLC | 253,968 | $6.98M | 0.3% | -10.1% | 0.729% | |
8/13/2025 | Invesco Ltd. | 2,608,106 | $71.65M | 0.0% | -70.1% | 7.490% | |
8/13/2025 | Elios Financial Group Inc. | 51,330 | $1.41M | 0.6% | +11.9% | 0.147% | |
8/13/2025 | VestGen Advisors LLC | 406,570 | $11.20M | 0.4% | +3.7% | 1.168% | |
8/13/2025 | Quadrature Capital Ltd | 8,516 | $234K | 0.0% | N/A | 0.024% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 2,757 | $76K | 0.0% | +97.9% | 0.008% | |
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8/12/2025 | Steward Partners Investment Advisory LLC | 28,619 | $786K | 0.0% | N/A | 0.082% | |
8/11/2025 | Alteri Wealth LLC | 22,652 | $622K | 0.2% | +22.2% | 0.065% | |
8/11/2025 | PAX Financial Group LLC | 78,395 | $2.15M | 0.4% | +5.6% | 0.225% | |
8/8/2025 | Avantax Advisory Services Inc. | 85,403 | $2.35M | 0.0% | +10.9% | 0.245% | |
8/8/2025 | Cetera Investment Advisers | 1,037,577 | $28.50M | 0.0% | +7.0% | 2.980% | |
8/8/2025 | Petix & Botte Co | 453,929 | $12.47M | 3.1% | +17.0% | 1.304% | |
8/6/2025 | Prospera Financial Services Inc | 30,020 | $825K | 0.0% | +8.4% | 0.086% | |
8/6/2025 | Axim Planning & Wealth | 10,007 | $275K | 0.3% | N/A | 0.029% | |
8/5/2025 | Bank of New York Mellon Corp | 2,450,032 | $67.30M | 0.0% | +2.3% | 7.036% | |
8/4/2025 | IFG Advisory LLC | 10,336 | $284K | 0.0% | N/A | 0.030% | |
8/4/2025 | World Investment Advisors | 17,211 | $473K | 0.0% | +5.1% | 0.049% | |
8/1/2025 | Envestnet Asset Management Inc. | 293,594 | $8.07M | 0.0% | +11.2% | 0.843% | |
7/30/2025 | Cullen Frost Bankers Inc. | 11,139 | $306K | 0.0% | +40.3% | 0.032% | |
7/29/2025 | Spectrum Investment Advisors Inc. | 428,870 | $11.78M | 6.8% | +2.6% | 1.235% | |
7/29/2025 | Private Trust Co. NA | 8,396 | $231K | 0.0% | -6.3% | 0.024% | |
7/29/2025 | Empirical Asset Management LLC | 14,143 | $389K | 0.1% | +20.6% | 0.041% | |
7/28/2025 | Sagespring Wealth Partners LLC | 14,376 | $395K | 0.0% | N/A | 0.041% | |
7/25/2025 | Atria Wealth Solutions Inc. | 31,721 | $871K | 0.0% | +28.2% | 0.091% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 204,530 | $5.62M | 1.6% | +48.7% | 0.589% | |
7/25/2025 | Concurrent Investment Advisors LLC | 186,626 | $5.13M | 0.1% | +11.2% | 0.537% | |
7/22/2025 | Simplicity Wealth LLC | 98,192 | $2.70M | 0.1% | -53.8% | 0.284% | |
7/21/2025 | Ashton Thomas Securities LLC | 189,743 | $5.21M | 1.3% | -33.4% | 0.549% | |
7/17/2025 | Janney Montgomery Scott LLC | 61,831 | $1.70M | 0.0% | -53.8% | 0.180% | |
7/16/2025 | ST Germain D J Co. Inc. | 4,475 | $123K | 0.0% | -8.4% | 0.013% | |
7/14/2025 | Sowell Financial Services LLC | 16,467 | $452K | 0.0% | +8.1% | 0.048% | |
7/10/2025 | Stewardship Advisors LLC | 731,359 | $20.09M | 5.1% | -0.5% | 2.130% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 60,390 | $1.66M | 0.1% | -42.3% | 0.176% | |
7/9/2025 | Westmount Partners LLC | 40,000 | $1.10M | 0.3% | N/A | 0.117% | |
6/13/2025 | Optima Capital LLC | 8,389 | $233K | 0.1% | -78.3% | 0.026% | |
5/16/2025 | Arete Wealth Advisors LLC | 45,740 | $1.27M | 0.1% | -22.2% | 0.143% | |
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5/16/2025 | Jones Financial Companies Lllp | 90,148 | $2.51M | 0.0% | +785.2% | 0.282% | |
5/16/2025 | Integrated Wealth Concepts LLC | 301,888 | $8.40M | 0.1% | -4.7% | 0.944% | |
5/15/2025 | EP Wealth Advisors LLC | 7,120 | $198K | 0.0% | -58.5% | 0.022% | |
5/15/2025 | Ashton Thomas Securities LLC | 284,996 | $7.93M | 2.2% | +12.5% | 0.891% | |
5/15/2025 | Royal Bank of Canada | 306,796 | $8.54M | 0.0% | +6.6% | 0.959% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,393 | $39K | 0.0% | N/A | 0.004% | |
5/14/2025 | Kestra Advisory Services LLC | 58,878 | $1.64M | 0.0% | +35.3% | 0.184% | |
5/14/2025 | Flow Traders U.S. LLC | 282,416 | $7.86M | 0.3% | +8.2% | 0.883% | |
5/14/2025 | Petix & Botte Co | 387,856 | $10.79M | 2.8% | +42.8% | 1.212% | |
5/12/2025 | Invesco Ltd. | 8,718,055 | $242.54M | 0.0% | -0.4% | 27.252% | |
5/9/2025 | Commonwealth Equity Services LLC | 716,988 | $19.95M | 0.0% | +47.8% | 2.241% | |
5/8/2025 | Elios Financial Group Inc. | 45,853 | $1.28M | 0.6% | +10.8% | 0.143% | |
5/8/2025 | Harbour Investments Inc. | 2,761 | $77K | 0.0% | +31.4% | 0.009% | |
5/7/2025 | LPL Financial LLC | 3,203,568 | $89.12M | 0.0% | +5.3% | 10.014% | |
5/7/2025 | Alteri Wealth LLC | 18,536 | $516K | 0.2% | +143.3% | 0.058% | |
5/6/2025 | Cetera Investment Advisers | 969,869 | $26.98M | 0.1% | N/A | 3.032% | |
5/6/2025 | Avantax Advisory Services Inc. | 77,007 | $2.14M | 0.0% | -46.7% | 0.241% | |
5/5/2025 | Kestra Private Wealth Services LLC | 41,528 | $1.16M | 0.0% | N/A | 0.130% | |
5/5/2025 | FAS Wealth Partners Inc. | 2,559 | $71K | 0.0% | -42.9% | 0.008% | |
5/5/2025 | Private Advisor Group LLC | 325,073 | $9.04M | 0.1% | +2.4% | 1.016% | |
5/2/2025 | Kingsview Wealth Management LLC | 7,316 | $204K | 0.0% | N/A | 0.023% | |
5/2/2025 | Concord Wealth Partners | 5,442 | $151K | 0.0% | -21.6% | 0.017% | |
5/2/2025 | PAX Financial Group LLC | 74,258 | $2.07M | 0.4% | +27.7% | 0.232% | |
4/29/2025 | Envestnet Asset Management Inc. | 264,075 | $7.35M | 0.0% | +28.4% | 0.691% | |
4/29/2025 | Concurrent Investment Advisors LLC | 167,836 | $4.67M | 0.1% | +16.7% | 0.439% | |
4/29/2025 | Bank of New York Mellon Corp | 2,395,334 | $66.64M | 0.0% | +22.1% | 6.269% | |
4/29/2025 | World Investment Advisors | 16,373 | $455K | 0.0% | +7.1% | 0.043% | |
4/23/2025 | Spire Wealth Management | 17,700 | $492K | 0.0% | N/A | 0.046% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 34,328 | $955K | 0.0% | +34.6% | 0.090% | |
4/22/2025 | PFG Investments LLC | 24,750 | $689K | 0.0% | +83.1% | 0.065% | |
4/17/2025 | Sowell Financial Services LLC | 15,233 | $424K | 0.0% | +33.0% | 0.040% | |
4/17/2025 | Janney Montgomery Scott LLC | 133,798 | $3.72M | 0.0% | +21.6% | 0.350% | |
4/17/2025 | Stewardship Advisors LLC | 734,856 | $20.44M | 5.5% | +26.6% | 1.923% | |
4/17/2025 | Total Clarity Wealth Management Inc. | 137,570 | $3.72M | 1.2% | -1.1% | 0.360% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 104,687 | $2.91M | 0.1% | -87.0% | 0.274% | |
4/15/2025 | Simplicity Wealth LLC | 212,762 | $5.92M | 0.5% | N/A | 0.557% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 26,789 | $724K | 0.0% | -59.4% | 0.071% | |
2/18/2025 | GTS Securities LLC | 10,829 | $293K | 0.0% | N/A | 0.046% | |
2/17/2025 | EP Wealth Advisors LLC | 17,144 | $463K | 0.0% | N/A | 0.074% | |
2/17/2025 | Citadel Advisors LLC | 17,814 | $482K | 0.0% | -60.0% | 0.076% | |
2/17/2025 | Bank of America Corp DE | 177,330 | $4.79M | 0.0% | -79.6% | 0.761% | |
2/17/2025 | Alteri Wealth LLC | 7,618 | $206K | 0.1% | N/A | 0.033% | |
2/14/2025 | FAS Wealth Partners Inc. | 4,480 | $121K | 0.0% | -79.8% | 0.019% | |
2/14/2025 | Jane Street Group LLC | 17,311 | $468K | 0.0% | -39.4% | 0.074% | |
2/14/2025 | Capital Analysts LLC | 7,176 | $194K | 0.0% | -6.6% | 0.031% | |
2/14/2025 | Two Sigma Securities LLC | 14,338 | $388K | 0.1% | N/A | 0.062% | |
2/14/2025 | Integrated Wealth Concepts LLC | 316,693 | $8.56M | 0.1% | -1.5% | 1.359% | |
2/14/2025 | Susquehanna International Group LLP | 119,641 | $3.23M | 0.0% | N/A | 0.513% | |
2/13/2025 | Elios Financial Group Inc. | 41,394 | $1.12M | 0.5% | -2.7% | 0.178% | |
2/13/2025 | Raymond James Financial Inc. | 8,006 | $216K | 0.0% | N/A | 0.034% | |
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2/13/2025 | Invesco Ltd. | 8,757,314 | $236.71M | 0.0% | -15.6% | 37.585% | |
2/13/2025 | Envestnet Asset Management Inc. | 205,635 | $5.56M | 0.0% | -0.9% | 0.883% | |
2/13/2025 | Wells Fargo & Company MN | 497,617 | $13.45M | 0.0% | +14.6% | 2.136% | |
2/12/2025 | PAX Financial Group LLC | 58,130 | $1.57M | 0.3% | +9.9% | 0.249% | |
2/12/2025 | Arete Wealth Advisors LLC | 58,775 | $1.59M | 0.1% | +26.4% | 0.252% | |
2/12/2025 | World Investment Advisors | 15,294 | $413K | 0.0% | -15.5% | 0.066% | |
2/12/2025 | JPMorgan Chase & Co. | 2,684 | $73K | 0.0% | -83.4% | 0.012% | |
2/11/2025 | Ashton Thomas Securities LLC | 253,428 | $6.86M | 1.9% | +2.2% | 1.088% | |
2/11/2025 | Sequent Planning LLC | 45,210 | $1.22M | 0.4% | -1.2% | 0.194% | |
2/11/2025 | LPL Financial LLC | 3,042,922 | $82.25M | 0.0% | +2.1% | 13.060% | |