5/2/2025 | Larson Financial Group LLC | 8,038 | $577K | 0.0% | +27.6% | 0.031% | |
5/2/2025 | Wealthfront Advisers LLC | 28,251 | $2.03M | 0.0% | +13.0% | 0.108% | |
5/2/2025 | SBI Securities Co. Ltd. | 1,065 | $76K | 0.0% | +28.3% | 0.004% | |
5/2/2025 | Apollon Financial LLC | 26,929 | $1.93M | 0.5% | +8.7% | 0.103% | |
5/1/2025 | Florida Financial Advisors LLC | 3,948 | $283K | 0.1% | N/A | 0.015% | |
5/1/2025 | Pointe Capital Management LLC | 7,218 | $518K | 0.3% | -35.7% | 0.028% | |
5/1/2025 | CWM LLC | 5,464 | $392K | 0.0% | -10.2% | 0.021% | |
5/1/2025 | Park Square Financial Group LLC | 1,041 | $75K | 0.1% | -25.3% | 0.004% | |
4/30/2025 | Cerity Partners LLC | 36,552 | $2.62M | 0.0% | +6.1% | 0.140% | |
4/30/2025 | Principal Securities Inc. | 10,630 | $792K | 0.0% | +4.1% | 0.041% | |
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4/30/2025 | Stratos Wealth Partners LTD. | 35,056 | $2.52M | 0.0% | +1.2% | 0.134% | |
4/30/2025 | Alpha Cubed Investments LLC | 7,653 | $550K | 0.0% | +2.7% | 0.029% | |
4/29/2025 | Envestnet Asset Management Inc. | 211,739 | $15.20M | 0.0% | +490.2% | 0.811% | |
4/29/2025 | Capital Investment Advisory Services LLC | 85,034 | $6.11M | 0.5% | +1.7% | 0.326% | |
4/29/2025 | Brookstone Capital Management | 34,193 | $2.46M | 0.0% | +3.0% | 0.131% | |
4/29/2025 | OneDigital Investment Advisors LLC | 3,180 | $228K | 0.0% | +15.1% | 0.012% | |
4/28/2025 | D.A. Davidson & CO. | 26,658 | $1.91M | 0.0% | +1.0% | 0.099% | |
4/28/2025 | Instrumental Wealth LLC | 11,043 | $811K | 0.7% | +6.0% | 0.041% | |
4/28/2025 | Vontobel Holding Ltd. | 9,896 | $711K | 0.0% | -8.3% | 0.037% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 425 | $31K | 0.0% | N/A | 0.002% | |
4/25/2025 | Ameritas Advisory Services LLC | 15,323 | $1.10M | 0.0% | +3.3% | 0.057% | |
4/25/2025 | Verity Asset Management Inc. | 4,356 | $313K | 0.1% | N/A | 0.016% | |
4/25/2025 | McGuire Investment Group LLC | 46,335 | $3.33M | 0.5% | +0.5% | 0.172% | |
4/24/2025 | Crescent Grove Advisors LLC | 11,252 | $808K | 0.1% | -11.0% | 0.042% | |
4/24/2025 | Primoris Wealth Advisors LLC | 51,977 | $3.73M | 2.9% | N/A | 0.193% | |
4/23/2025 | Perigon Wealth Management LLC | 13,692 | $983K | 0.0% | -8.4% | 0.051% | |
4/23/2025 | Spire Wealth Management | 3,650 | $262K | 0.0% | +19.9% | 0.014% | |
4/23/2025 | International Assets Investment Management LLC | 5,243 | $376K | 0.0% | +22.1% | 0.019% | |
4/23/2025 | Oppenheimer & Co. Inc. | 40,640 | $2.92M | 0.0% | -13.0% | 0.151% | |
4/22/2025 | Flagship Harbor Advisors LLC | 11,797 | $847K | 0.0% | +4.8% | 0.044% | |
4/22/2025 | Hudson Value Partners LLC | 3,800 | $273K | 0.1% | -10.6% | 0.014% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 94,994 | $6.82M | 0.0% | +2.2% | 0.353% | |
4/22/2025 | Ellis Investment Partners LLC | 44,520 | $3.20M | 0.7% | +0.4% | 0.166% | |
4/22/2025 | Appleton Partners Inc. MA | 47,920 | $3.44M | 0.3% | -0.9% | 0.178% | |
4/22/2025 | PFG Investments LLC | 6,831 | $490K | 0.0% | +2.4% | 0.025% | |
4/22/2025 | Advisor Resource Council | 13,357 | $959K | 0.1% | N/A | 0.050% | |
4/21/2025 | HCR Wealth Advisors | 4,195 | $301K | 0.0% | -5.2% | 0.016% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,261 | $378K | 0.0% | N/A | 0.020% | |
4/18/2025 | Insigneo Advisory Services LLC | 3,835 | $275K | 0.0% | -13.4% | 0.014% | |
4/17/2025 | Strategic Advisors LLC | 13,086 | $940K | 0.2% | +234.6% | 0.049% | |
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4/17/2025 | Copia Wealth Management | 3,028 | $217K | 0.2% | N/A | 0.011% | |
4/17/2025 | Sowell Financial Services LLC | 45,835 | $3.29M | 0.1% | -10.7% | 0.170% | |
4/17/2025 | Janney Montgomery Scott LLC | 63,659 | $4.57M | 0.0% | +3.3% | 0.237% | |
4/17/2025 | GEM Asset Management LLC | 8,366 | $605K | 0.3% | N/A | 0.031% | |
4/16/2025 | Viewpoint Investment Partners Corp | 8,115 | $583K | 0.3% | N/A | 0.030% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 318,742 | $22.89M | 0.0% | -2.1% | 1.185% | |
4/16/2025 | Griffin Asset Management Inc. | 6,465 | $464K | 0.1% | -8.3% | 0.024% | |
4/16/2025 | Jacksonville Wealth Management LLC | 3,420 | $246K | 0.2% | -7.6% | 0.013% | |
4/16/2025 | Compagnie Lombard Odier SCmA | 1,250 | $90K | 0.0% | N/A | 0.005% | |
4/15/2025 | Curbstone Financial Management Corp | 27,560 | $1.98M | 0.4% | -0.7% | 0.102% | |
4/15/2025 | BFI Infinity Ltd. | 111,042 | $7.97M | 8.6% | +3.8% | 0.413% | |
4/15/2025 | Central Valley Advisors LLC | 4,086 | $293K | 0.1% | -11.1% | 0.015% | |
4/14/2025 | Farther Finance Advisors LLC | 4,000 | $289K | 0.0% | N/A | 0.015% | |
4/11/2025 | AAFMAA Wealth Management & Trust LLC | 27,391 | $1.97M | 0.9% | N/A | 0.102% | |
4/10/2025 | Grassi Investment Management | 5,960 | $428K | 0.0% | +15.7% | 0.022% | |
4/10/2025 | Key Client Fiduciary Advisors LLC | 9,728 | $698K | 0.3% | -2.1% | 0.036% | |
4/9/2025 | NBC Securities Inc. | 380 | $27K | 0.0% | N/A | 0.001% | |
4/9/2025 | Kaizen Financial Strategies | 5,235 | $376K | 0.2% | -8.7% | 0.019% | |
4/8/2025 | Parallel Advisors LLC | 8,088 | $581K | 0.0% | +3.5% | 0.030% | |
4/7/2025 | AdvisorNet Financial Inc | 2,313 | $166K | 0.0% | -11.6% | 0.009% | |
4/1/2025 | Confluence Investment Management LLC | 114,491 | $8.22M | 0.1% | +93.0% | 0.426% | |
3/18/2025 | Thoma Capital Management LLC | 77,100 | $5.74M | 3.9% | N/A | 0.282% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 325,470 | $24.24M | 0.0% | -2.3% | 1.190% | |
3/12/2025 | Centaurus Financial Inc. | 15,732 | $1.17M | 0.1% | +3.1% | 0.058% | |
3/6/2025 | Kilter Group LLC | 4,699 | $350K | 0.2% | N/A | 0.017% | |
2/28/2025 | Park Square Financial Group LLC | 1,394 | $104K | 0.1% | N/A | 0.005% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 4,055 | $302K | 0.0% | -36.2% | 0.014% | |
2/24/2025 | Instrumental Wealth LLC | 10,415 | $817K | 0.8% | -78.7% | 0.036% | |
2/18/2025 | Hudson Value Partners LLC | 4,250 | $317K | 0.1% | +11.8% | 0.015% | |
2/18/2025 | GTS Securities LLC | 4,578 | $341K | 0.0% | -69.1% | 0.016% | |
2/18/2025 | Ashford Capital Management Inc. | 11,956 | $891K | 0.1% | -13.3% | 0.042% | |
2/17/2025 | Waverly Advisors LLC | 18,006 | $1.34M | 0.0% | N/A | 0.063% | |
2/17/2025 | Snowden Capital Advisors LLC | 9,357 | $697K | 0.0% | -7.1% | 0.033% | |
2/17/2025 | Royal Bank of Canada | 207,461 | $15.45M | 0.0% | +6.5% | 0.727% | |
2/17/2025 | Kaizen Financial Strategies | 5,736 | $427K | 0.2% | +11.8% | 0.020% | |
2/17/2025 | Focus Partners Wealth | 11,025 | $821K | 0.0% | +19.5% | 0.039% | |
2/17/2025 | FWL Investment Management LLC | 1,762 | $131K | 0.0% | +438.8% | 0.006% | |
2/17/2025 | Clark Capital Management Group Inc. | 16,400 | $1.22M | 0.0% | N/A | 0.057% | |
2/17/2025 | EP Wealth Advisors LLC | 4,487 | $334K | 0.0% | +3.4% | 0.016% | |
2/17/2025 | EPG Wealth Management LLC | 676 | $50K | 0.0% | N/A | 0.002% | |
2/17/2025 | Cresset Asset Management LLC | 16,027 | $1.19M | 0.0% | -4.0% | 0.056% | |
2/17/2025 | Cetera Investment Advisers | 57,940 | $4.32M | 0.0% | +7.5% | 0.203% | |
2/17/2025 | Captrust Financial Advisors | 14,490 | $1.08M | 0.0% | -3.0% | 0.051% | |
2/17/2025 | Baird Financial Group Inc. | 13,847 | $1.03M | 0.0% | -4.1% | 0.049% | |
2/17/2025 | Bank of America Corp DE | 123,550 | $9.20M | 0.0% | +0.5% | 0.433% | |
2/17/2025 | Benjamin Edwards Inc. | 125,104 | $9.32M | 0.1% | -1.1% | 0.438% | |
2/14/2025 | Blue Rock Wealth Management LLC | 3,900 | $291K | 0.3% | N/A | 0.014% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 21,806 | $1.62M | 0.0% | N/A | 0.076% | |
2/14/2025 | Lido Advisors LLC | 15,055 | $1.12M | 0.0% | -2.5% | 0.053% | |
2/14/2025 | Beacon Pointe Advisors LLC | 7,110 | $530K | 0.0% | +2.9% | 0.025% | |
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2/14/2025 | Kovitz Investment Group Partners LLC | 3,252 | $242K | 0.0% | N/A | 0.011% | |
2/14/2025 | Integrated Wealth Concepts LLC | 11,184 | $833K | 0.0% | +13.9% | 0.039% | |
2/14/2025 | IHT Wealth Management LLC | 3,109 | $232K | 0.0% | N/A | 0.011% | |
2/14/2025 | OneDigital Investment Advisors LLC | 2,763 | $206K | 0.0% | N/A | 0.010% | |
2/14/2025 | Stifel Financial Corp | 207,067 | $15.42M | 0.0% | -0.3% | 0.725% | |
2/14/2025 | TD Waterhouse Canada Inc. | 9,395 | $699K | 0.0% | -7.3% | 0.033% | |
2/14/2025 | MML Investors Services LLC | 49,839 | $3.71M | 0.0% | +5.6% | 0.175% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 84,492 | $6.66M | 0.4% | +0.2% | 0.296% | |
2/13/2025 | Marshall Wace LLP | 7,613 | $567K | 0.0% | N/A | 0.027% | |
2/13/2025 | NewEdge Advisors LLC | 11,078 | $825K | 0.0% | +23.5% | 0.039% | |