5/2/2025 | Dynasty Wealth Management LLC | 8,079 | $340K | 0.0% | -99.1% | 0.016% | |
5/2/2025 | Wealthfront Advisers LLC | 37,032 | $1.56M | 0.0% | +13.6% | 0.073% | |
5/2/2025 | Dakota Wealth Management | 60,323 | $2.54M | 0.1% | +7.3% | 0.119% | |
5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 16,835 | $708K | 0.0% | -86.4% | 0.033% | |
5/2/2025 | Sigma Planning Corp | 124,554 | $5.24M | 0.2% | +0.8% | 0.245% | |
5/2/2025 | Signaturefd LLC | 607 | $26K | 0.0% | +5,970.0% | 0.001% | |
5/1/2025 | CWM LLC | 21,114 | $888K | 0.0% | -13.9% | 0.042% | |
5/1/2025 | Cardinal Strategic Wealth Guidance | 35,008 | $1.47M | 0.5% | -21.0% | 0.069% | |
5/1/2025 | Fort Sheridan Advisors LLC | 12,224 | $514K | 0.1% | -18.3% | 0.024% | |
5/1/2025 | MA Private Wealth | 136,594 | $5.75M | 1.1% | -1.1% | 0.269% | |
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4/30/2025 | Arcus Capital Partners LLC | 8,203 | $345K | 0.1% | +4.6% | 0.016% | |
4/30/2025 | Van Cleef Asset Management Inc | 290,807 | $12.23M | 1.4% | -0.5% | 0.572% | |
4/30/2025 | Principal Securities Inc. | 4,736 | $199K | 0.0% | +11.7% | 0.009% | |
4/30/2025 | Synergy Investment Management LLC | 641 | $27K | 0.0% | -89.9% | 0.001% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 27,415 | $1.15M | 0.0% | -2.9% | 0.054% | |
4/29/2025 | Envestnet Asset Management Inc. | 38,440 | $1.62M | 0.0% | -96.0% | 0.076% | |
4/29/2025 | Ifrah Financial Services Inc. | 6,978 | $294K | 0.1% | -45.1% | 0.014% | |
4/29/2025 | Strategic Blueprint LLC | 17,474 | $735K | 0.0% | -23.9% | 0.034% | |
4/28/2025 | Mutual Advisors LLC | 7,133 | $300K | 0.0% | -15.1% | 0.014% | |
4/28/2025 | Clune & Associates LTD. | 39,150 | $1.65M | 0.5% | +10.6% | 0.077% | |
4/28/2025 | Detalus Advisors LLC | 10,868 | $457K | 0.1% | -41.0% | 0.021% | |
4/28/2025 | Money Design Co. Ltd. | 257,999 | $10.85M | 0.5% | -6.4% | 0.507% | |
4/28/2025 | Vontobel Holding Ltd. | 20,000 | $841K | 0.0% | +33.3% | 0.039% | |
4/25/2025 | Nicholson Meyer Capital Management Inc. | 90,204 | $3.80M | 3.5% | N/A | 0.177% | |
4/25/2025 | Sovran Advisors LLC | 8,282 | $348K | 0.0% | -29.9% | 0.016% | |
4/24/2025 | Financial Life Advisors | 24,755 | $1.04M | 0.4% | -54.8% | 0.049% | |
4/24/2025 | Capasso Planning Partners LLC | 7,725 | $325K | 0.1% | -31.0% | 0.015% | |
4/23/2025 | GenTrust LLC | 161,047 | $6.78M | 0.3% | -1.6% | 0.317% | |
4/23/2025 | Perigon Wealth Management LLC | 6,214 | $261K | 0.0% | -50.6% | 0.012% | |
4/23/2025 | Golden State Wealth Management LLC | 1,079 | $46K | 0.0% | +99.4% | 0.002% | |
4/23/2025 | Bessemer Group Inc. | 6,612 | $278K | 0.0% | -18.0% | 0.013% | |
4/23/2025 | Balance Wealth LLC | 8,921 | $375K | 0.2% | N/A | 0.018% | |
4/23/2025 | Climber Capital SA | 19,628 | $826K | 4.9% | +4.4% | 0.039% | |
4/23/2025 | Legacy Advisors LLC | 5,716 | $240K | 0.0% | -10.0% | 0.011% | |
4/23/2025 | Vantage Point Financial LLC | 21,270 | $895K | 0.5% | -2.8% | 0.042% | |
4/22/2025 | JFS Wealth Advisors LLC | 990 | $42K | 0.0% | -92.2% | 0.002% | |
4/22/2025 | 5T Wealth LLC | 9,412 | $396K | 0.2% | -34.0% | 0.019% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 55,210 | $2.32M | 0.0% | -29.3% | 0.109% | |
4/22/2025 | Garde Capital Inc. | 2,047 | $86K | 0.0% | N/A | 0.004% | |
4/21/2025 | Provident Wealth Management LLC | 2,500 | $105K | 0.0% | N/A | 0.005% | |
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4/21/2025 | MFA Wealth Advisors LLC | 280,552 | $11.80M | 2.9% | +6.0% | 0.552% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 7,189 | $302K | 0.0% | -4.1% | 0.014% | |
4/17/2025 | Sagespring Wealth Partners LLC | 5,119 | $215K | 0.0% | -99.4% | 0.010% | |
4/17/2025 | Sowell Financial Services LLC | 6,994 | $294K | 0.0% | N/A | 0.014% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 43,164 | $1.82M | 0.0% | +5.7% | 0.085% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 7,230 | $304K | 0.0% | -27.2% | 0.014% | |
4/16/2025 | Union Bancaire Privee UBP SA | 13,497 | $554K | 0.0% | -23.6% | 0.027% | |
4/15/2025 | Fifth Third Bancorp | 1,704 | $72K | 0.0% | -43.0% | 0.003% | |
4/15/2025 | Baker Ellis Asset Management LLC | 18,325 | $771K | 0.1% | -9.8% | 0.036% | |
4/15/2025 | Collier Financial | 940 | $40K | 0.0% | -97.8% | 0.002% | |
4/14/2025 | Farther Finance Advisors LLC | 13,354 | $564K | 0.0% | -33.8% | 0.026% | |
4/14/2025 | Strategic Wealth Investment Group LLC | 10,619 | $447K | 0.8% | -94.4% | 0.021% | |
4/14/2025 | Park Avenue Securities LLC | 34,958 | $1.47M | 0.0% | -70.2% | 0.069% | |
4/14/2025 | Financial Advisory Corp | 289,667 | $12.19M | 2.0% | +2.4% | 0.570% | |
4/11/2025 | Fiduciary Planning LLC | 22,560 | $949K | 0.3% | -57.4% | 0.044% | |
4/10/2025 | Chesley Taft & Associates LLC | 19,145 | $805K | 0.0% | -22.3% | 0.038% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,560 | $66K | 0.0% | +75.3% | 0.003% | |
4/10/2025 | Watershed Private Wealth LLC | 10,726 | $451K | 0.2% | -5.8% | 0.021% | |
4/9/2025 | Affiance Financial LLC | 24,720 | $1.04M | 0.2% | -1.9% | 0.049% | |
4/8/2025 | Parallel Advisors LLC | 891 | $37K | 0.0% | +93.3% | 0.002% | |
4/7/2025 | GAMMA Investing LLC | 10,139 | $427K | 0.0% | +4,107.1% | 0.020% | |
4/3/2025 | Versant Capital Management Inc | 350,164 | $14.73M | 2.5% | +0.2% | 0.689% | |
2/27/2025 | Jefferies Financial Group Inc. | 20,872 | $797K | 0.0% | +149.3% | 0.041% | |
2/26/2025 | Capital A Wealth Management LLC | 1,042 | $40K | 0.1% | N/A | 0.002% | |
2/26/2025 | Financial Advisory Corp | 282,814 | $10.80M | 1.9% | N/A | 0.556% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 5,486 | $209K | 0.0% | -9.8% | 0.011% | |
2/18/2025 | GTS Securities LLC | 26,044 | $994K | 0.0% | -14.9% | 0.032% | |
2/18/2025 | First Heartland Consultants Inc. | 6,203 | $237K | 0.0% | +23.7% | 0.008% | |
2/17/2025 | Waverly Advisors LLC | 55,779 | $2.13M | 0.0% | -17.8% | 0.068% | |
2/17/2025 | Jefferies Financial Group Inc. | 20,872 | $797K | 0.0% | +149.3% | 0.025% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 16,537 | $631K | 0.0% | +9.5% | 0.020% | |
2/17/2025 | Focus Partners Wealth | 901,237 | $34.41M | 0.1% | +210.3% | 1.096% | |
2/17/2025 | CoreCap Advisors LLC | 115,882 | $4.42M | 0.2% | -27.8% | 0.141% | |
2/17/2025 | Cresset Asset Management LLC | 13,397 | $512K | 0.0% | +4.8% | 0.016% | |
2/17/2025 | Cetera Investment Advisers | 243,423 | $9.29M | 0.0% | -1.1% | 0.296% | |
2/17/2025 | Captrust Financial Advisors | 20,967 | $801K | 0.0% | -14.7% | 0.026% | |
2/17/2025 | Bank of America Corp DE | 1,508,917 | $57.61M | 0.0% | -5.9% | 1.836% | |
2/17/2025 | Ameriprise Financial Inc. | 168,525 | $6.43M | 0.0% | -22.3% | 0.205% | |
2/17/2025 | Aptus Capital Advisors LLC | 30,996 | $1.18M | 0.0% | +3.4% | 0.038% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 15,086 | $576K | 0.0% | -8.7% | 0.018% | |
2/14/2025 | FAS Wealth Partners Inc. | 1,330 | $51K | 0.0% | -42.9% | 0.002% | |
2/14/2025 | Jane Street Group LLC | 376,614 | $14.38M | 0.0% | -25.3% | 0.458% | |
2/14/2025 | Triumph Capital Management | 9,977 | $381K | 0.1% | +5.2% | 0.012% | |
2/14/2025 | Comerica Bank | 4,594 | $175K | 0.0% | +40.1% | 0.006% | |
2/14/2025 | Two Sigma Securities LLC | 18,737 | $715K | 0.1% | +64.6% | 0.023% | |
2/14/2025 | Integrated Wealth Concepts LLC | 52,285 | $2.00M | 0.0% | -30.8% | 0.064% | |
2/14/2025 | IHT Wealth Management LLC | 8,064 | $308K | 0.0% | -50.0% | 0.010% | |
2/14/2025 | Stifel Financial Corp | 140,338 | $5.36M | 0.0% | -17.8% | 0.171% | |
2/14/2025 | OneDigital Investment Advisors LLC | 12,721 | $486K | 0.0% | -78.1% | 0.015% | |
2/14/2025 | Mcmorgan & Co. LLC | 142,189 | $5.43M | 0.8% | +5.1% | 0.173% | |
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2/14/2025 | MML Investors Services LLC | 128,016 | $4.89M | 0.0% | +8.9% | 0.156% | |
2/14/2025 | GeoWealth Management LLC | 916 | $35K | 0.0% | +72.2% | 0.001% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 13,935 | $564K | 0.0% | +5.1% | 0.017% | |
2/13/2025 | NewEdge Advisors LLC | 86,577 | $3.31M | 0.0% | +13.6% | 0.105% | |
2/13/2025 | Evergreen Capital Management LLC | 611,124 | $23.33M | 0.8% | -0.5% | 0.743% | |
2/13/2025 | Anchor Investment Management LLC | 4,901 | $187K | 0.0% | +18.3% | 0.006% | |
2/13/2025 | CreativeOne Wealth LLC | 8,346 | $319K | 0.0% | -10.7% | 0.010% | |
2/13/2025 | SageView Advisory Group LLC | 7,521 | $287K | 0.0% | N/A | 0.009% | |
2/13/2025 | BTG Pactual Asset Management US LLC | 606 | $25K | 0.0% | N/A | 0.001% | |
2/13/2025 | Sagespring Wealth Partners LLC | 878,310 | $33.53M | 0.4% | N/A | 1.069% | |