6/3/2025 | Invst LLC | 34,722 | $1.65M | 0.2% | +64.6% | 0.099% | |
5/19/2025 | Jane Street Group LLC | 21,650 | $1.03M | 0.0% | -70.9% | 0.062% | |
5/16/2025 | Ascent Group LLC | 13,082 | $622K | 0.0% | N/A | 0.037% | |
5/16/2025 | Goldman Sachs Group Inc. | 302,056 | $14.36M | 0.0% | N/A | 0.858% | |
5/16/2025 | Jones Financial Companies Lllp | 2,813 | $134K | 0.0% | -66.1% | 0.008% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 803 | $38K | 0.0% | N/A | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 22,735 | $1.08M | 0.0% | +111.5% | 0.065% | |
5/16/2025 | Integrated Wealth Concepts LLC | 118,935 | $5.65M | 0.1% | -17.3% | 0.338% | |
5/16/2025 | Algorithmic Investment Models LLC | 6,060 | $288K | 0.2% | N/A | 0.017% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 97,184 | $4.62M | 0.1% | +28.7% | 0.276% | |
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5/15/2025 | Royal Bank of Canada | 182,872 | $8.69M | 0.0% | -1.0% | 0.520% | |
5/15/2025 | MAI Capital Management | 878,221 | $41.74M | 0.3% | +5.6% | 2.495% | |
5/15/2025 | OLD Mission Capital LLC | 9,898 | $470K | 0.0% | N/A | 0.028% | |
5/15/2025 | GKV Capital Management Co. Inc. | 21,447 | $1.02M | 0.3% | N/A | 0.061% | |
5/15/2025 | Hanover Advisors Inc. | 35,277 | $1.68M | 0.7% | -3.7% | 0.100% | |
5/14/2025 | Triad Wealth Partners LLC | 43,553 | $2.07M | 0.6% | +174.8% | 0.124% | |
5/14/2025 | CreativeOne Wealth LLC | 104,915 | $4.99M | 0.1% | +53.7% | 0.298% | |
5/14/2025 | Comerica Bank | 3,991 | $190K | 0.0% | +56.5% | 0.011% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 18,810 | $894K | 0.0% | +1.3% | 0.053% | |
5/14/2025 | Compound Planning Inc. | 23,280 | $1.11M | 0.1% | -20.3% | 0.066% | |
5/13/2025 | Cambiar Investors LLC | 16,408 | $780K | 0.0% | +20.9% | 0.047% | |
5/13/2025 | Raymond James Financial Inc. | 356,867 | $16.96M | 0.0% | -20.7% | 1.014% | |
5/13/2025 | High Falls Advisors Inc | 22,439 | $1.07M | 0.3% | +17.7% | 0.064% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 404,420 | $19.22M | 0.5% | +0.1% | 1.162% | |
5/13/2025 | Heck Capital Advisors LLC | 107,710 | $5.12M | 0.6% | -25.1% | 0.310% | |
5/13/2025 | GKV Capital Management Co. Inc. | 21,447 | $1.02M | 0.8% | N/A | 0.062% | |
5/13/2025 | Prudential PLC | 22,645 | $1.08M | 0.0% | -3.7% | 0.065% | |
5/13/2025 | HighTower Advisors LLC | 827,593 | $39.34M | 0.1% | +8.0% | 2.378% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 57,473 | $2.73M | 0.2% | +80.6% | 0.165% | |
5/12/2025 | ESL Trust Services LLC | 35,739 | $1.70M | 0.4% | -4.7% | 0.103% | |
5/12/2025 | Y.D. More Investments Ltd | 955 | $45K | 0.0% | +52.3% | 0.003% | |
5/9/2025 | Atria Wealth Solutions Inc. | 65,422 | $3.11M | 0.0% | -34.2% | 0.188% | |
5/9/2025 | Commonwealth Equity Services LLC | 608,108 | $28.90M | 0.0% | +40.5% | 1.747% | |
5/8/2025 | IFG Advisory LLC | 4,836 | $230K | 0.0% | N/A | 0.014% | |
5/8/2025 | Wooster Corthell Wealth Management Inc. | 176,027 | $8.37M | 1.7% | -0.7% | 0.506% | |
5/8/2025 | Eastern Bank | 34,238 | $1.63M | 0.0% | -35.8% | 0.098% | |
5/7/2025 | LPL Financial LLC | 1,670,175 | $79.38M | 0.0% | +10.6% | 4.799% | |
5/7/2025 | Security Financial Services INC. | 5,474 | $260K | 0.1% | N/A | 0.016% | |
5/6/2025 | Assetmark Inc. | 1,470,783 | $69.91M | 0.2% | +424.7% | 4.226% | |
5/6/2025 | ShoreHaven Wealth Partners LLC | 84,688 | $4.03M | 1.9% | +90.2% | 0.243% | |
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5/6/2025 | Cetera Investment Advisers | 633,796 | $30.12M | 0.1% | +13.1% | 1.821% | |
5/6/2025 | Avantax Advisory Services Inc. | 31,248 | $1.49M | 0.0% | +16.4% | 0.090% | |
5/6/2025 | AE Wealth Management LLC | 44,670 | $2.12M | 0.0% | +27.0% | 0.128% | |
5/6/2025 | Madison Asset Management LLC | 164,426 | $7.82M | 0.1% | -77.1% | 0.472% | |
5/6/2025 | Quadrant Private Wealth Management LLC | 52,389 | $2.49M | 0.6% | +67.3% | 0.151% | |
5/6/2025 | Ignite Planners LLC | 4,569 | $215K | 0.0% | N/A | 0.013% | |
5/6/2025 | Pacific Wealth Management | 318,748 | $15.15M | 8.3% | +1.2% | 0.916% | |
5/5/2025 | West Wealth Group LLC | 7,954 | $378K | 0.1% | +61.2% | 0.023% | |
5/5/2025 | IFP Advisors Inc | 1,060 | $50K | 0.0% | N/A | 0.003% | |
5/5/2025 | Mowery & Schoenfeld Wealth Management LLC | 1,147 | $55K | 0.1% | N/A | 0.003% | |
5/5/2025 | Csenge Advisory Group | 13,227 | $621K | 0.0% | N/A | 0.038% | |
5/5/2025 | Private Advisor Group LLC | 5,732 | $272K | 0.0% | N/A | 0.016% | |
5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 250,895 | $11.93M | 0.2% | -0.1% | 0.721% | |
5/2/2025 | Bailard Inc. | 28,491 | $1.35M | 0.0% | -93.8% | 0.082% | |
5/2/2025 | Summit X LLC | 21,274 | $1.01M | 0.2% | +56.0% | 0.061% | |
5/2/2025 | SeaBridge Investment Advisors LLC | 64,292 | $3.06M | 0.7% | +69.5% | 0.185% | |
5/2/2025 | Parcion Private Wealth LLC | 309,567 | $14.71M | 1.2% | +2.7% | 0.890% | |
5/2/2025 | Lord & Richards Wealth Management LLC | 4,613 | $219K | 0.2% | +5.6% | 0.013% | |
5/1/2025 | Gateway Wealth Partners LLC | 5,109 | $243K | 0.1% | N/A | 0.015% | |
5/1/2025 | Fonville Wealth Management LLC | 176,376 | $8.38M | 2.5% | +5.7% | 0.507% | |
4/30/2025 | Cornerstone Planning Group LLC | 715 | $33K | 0.0% | N/A | 0.002% | |
4/30/2025 | Synergy Investment Management LLC | 9,322 | $443K | 0.2% | +37.5% | 0.027% | |
4/29/2025 | Centennial Bank AR | 3,289 | $156K | 0.1% | +49.9% | 0.009% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,116,247 | $100.59M | 0.0% | +60.4% | 6.081% | |
4/29/2025 | World Investment Advisors | 19,077 | $907K | 0.0% | +166.8% | 0.055% | |
4/28/2025 | First Horizon Advisors Inc. | 2,503 | $119K | 0.0% | +21.9% | 0.007% | |
4/28/2025 | Detalus Advisors LLC | 7,753 | $369K | 0.1% | +63.9% | 0.022% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 6,415 | $305K | 0.3% | N/A | 0.018% | |
4/28/2025 | LFA Lugano Financial Advisors SA | 81,746 | $3.89M | 2.6% | -1.5% | 0.235% | |
4/28/2025 | RKL Wealth Management LLC | 98,290 | $4.67M | 0.4% | -16.3% | 0.282% | |
4/25/2025 | Ameritas Advisory Services LLC | 23,254 | $1.11M | 0.0% | -51.2% | 0.067% | |
4/25/2025 | Sterling Investment Advisors LLC ADV | 166,028 | $7.89M | 4.4% | +5.4% | 0.477% | |
4/24/2025 | Cornerstone Advisors Asset Management LLC | 131,845 | $6.27M | 1.3% | +0.4% | 0.379% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 49,810 | $2.36M | 0.0% | -5.6% | 0.143% | |
4/23/2025 | Sequoia Financial Advisors LLC | 46,552 | $2.21M | 0.0% | N/A | 0.134% | |
4/23/2025 | Perigon Wealth Management LLC | 4,774 | $227K | 0.0% | +8.3% | 0.014% | |
4/23/2025 | Golden State Wealth Management LLC | 984 | $47K | 0.0% | +217.4% | 0.003% | |
4/23/2025 | Balboa Wealth Partners | 5,010 | $238K | 0.1% | N/A | 0.014% | |
4/22/2025 | Avantra Family Wealth Inc. | 21,157 | $1.01M | 1.0% | N/A | 0.061% | |
4/22/2025 | Petra Financial Advisors Inc. | 54,643 | $2.60M | 2.1% | +8.1% | 0.157% | |
4/22/2025 | Advisor Resource Council | 36,760 | $1.73M | 0.1% | N/A | 0.106% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 247,777 | $11.78M | 0.0% | +41.5% | 0.712% | |
4/21/2025 | Bigelow Investment Advisors LLC | 20,346 | $967K | 0.5% | -5.7% | 0.058% | |
4/21/2025 | PSI Advisors LLC | 2,695 | $128K | 0.0% | +58.1% | 0.008% | |
4/18/2025 | Cushing Capital Partners LLC | 27,780 | $1.32M | 1.2% | -31.1% | 0.079% | |
4/18/2025 | Tennessee Valley Asset Management Partners | 8,581 | $408K | 0.1% | N/A | 0.024% | |
4/17/2025 | Fortis Advisors LLC | 6,703 | $319K | 0.2% | +6.6% | 0.019% | |
4/17/2025 | Lockerman Financial Group Inc. | 5,734 | $273K | 0.4% | N/A | 0.016% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 9,656 | $459K | 0.0% | -19.8% | 0.027% | |
4/17/2025 | Dohj LLC | 13,683 | $650K | 0.1% | N/A | 0.039% | |
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4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,354 | $492K | 0.0% | -6.0% | 0.029% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 79,816 | $3.79M | 0.1% | -11.0% | 0.226% | |
4/15/2025 | Kelly Financial Services LLC | 215,045 | $10.22M | 3.6% | +53.5% | 0.609% | |
4/15/2025 | Integrated Advisors Network LLC | 87,383 | $4.15M | 0.2% | +17.5% | 0.248% | |
4/15/2025 | Simplicity Wealth LLC | 14,358 | $682K | 0.1% | N/A | 0.041% | |
4/15/2025 | Signet Financial Management LLC | 23,131 | $1.10M | 0.1% | N/A | 0.066% | |
4/14/2025 | Park Avenue Securities LLC | 106,803 | $5.08M | 0.1% | +46.7% | 0.303% | |
4/14/2025 | Miracle Mile Advisors LLC | 1,675,092 | $79.62M | 1.6% | +3.3% | 4.745% | |
4/11/2025 | Signal Advisors Wealth LLC | 14,857 | $706K | 0.1% | +3.3% | 0.042% | |
4/11/2025 | Annex Advisory Services LLC | 26,638 | $1.27M | 0.0% | -98.9% | 0.075% | |