8/18/2025 | Geneos Wealth Management Inc. | 16,169 | $700K | 0.0% | +4.8% | 0.047% | |
8/15/2025 | Captrust Financial Advisors | 8,867 | $384K | 0.0% | +58.5% | 0.026% | |
8/15/2025 | Two Sigma Securities LLC | 7,206 | $312K | 0.0% | N/A | 0.021% | |
8/15/2025 | Orion Porfolio Solutions LLC | 19,243 | $833K | 0.0% | +19.8% | 0.056% | |
8/15/2025 | MML Investors Services LLC | 74,073 | $3.21M | 0.0% | -19.5% | 0.217% | |
8/15/2025 | Great Valley Advisor Group Inc. | 25,526 | $1.11M | 0.0% | -8.6% | 0.075% | |
8/15/2025 | EP Wealth Advisors LLC | 11,291 | $489K | 0.0% | +6.0% | 0.033% | |
8/15/2025 | Byrne Financial Freedom LLC | 19,841 | $859K | 0.4% | -4.1% | 0.058% | |
8/15/2025 | Bank of America Corp DE | 1,190,231 | $51.53M | 0.0% | +5.5% | 3.488% | |
8/15/2025 | Ameriprise Financial Inc. | 1,792,940 | $77.67M | 0.0% | -33.9% | 5.255% | |
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8/14/2025 | Jane Street Group LLC | 42,655 | $1.85M | 0.0% | -1.0% | 0.125% | |
8/14/2025 | Ausdal Financial Partners Inc. | 30,891 | $1.34M | 0.1% | +4.4% | 0.091% | |
8/14/2025 | Raymond James Financial Inc. | 646,992 | $28.01M | 0.0% | -57.9% | 1.896% | |
8/14/2025 | NewEdge Advisors LLC | 38,555 | $1.67M | 0.0% | +14.9% | 0.113% | |
8/13/2025 | Brown Advisory Inc. | 14,001 | $606K | 0.0% | +9.4% | 0.041% | |
8/13/2025 | Valued Retirements Inc. | 62,493 | $2.71M | 3.1% | +1.3% | 0.183% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 396,365 | $17.16M | 0.0% | +13.2% | 1.162% | |
8/12/2025 | J.W. Cole Advisors Inc. | 5,877 | $254K | 0.0% | -17.5% | 0.017% | |
8/12/2025 | Financial Advocates Investment Management | 39,392 | $1.71M | 0.1% | -3.3% | 0.115% | |
8/12/2025 | Aviso Financial Inc. | 600 | $26K | 0.0% | N/A | 0.002% | |
8/12/2025 | Insigneo Advisory Services LLC | 6,820 | $295K | 0.0% | -3.7% | 0.020% | |
8/12/2025 | Ameritas Investment Partners Inc. | 18,804 | $814K | 0.0% | +13.4% | 0.055% | |
8/12/2025 | Global Retirement Partners LLC | 19,428 | $841K | 0.0% | N/A | 0.057% | |
8/12/2025 | Titleist Asset Management LLC | 4,997 | $216K | 0.0% | -61.2% | 0.015% | |
8/12/2025 | MAI Capital Management | 392,822 | $17.01M | 0.1% | +4.5% | 1.151% | |
8/12/2025 | JPMorgan Chase & Co. | 34,605 | $1.50M | 0.0% | -3.3% | 0.101% | |
8/11/2025 | Western Wealth Management LLC | 31,289 | $1.36M | 0.1% | +1.6% | 0.092% | |
8/8/2025 | Citizens Financial Group Inc. RI | 21,450 | $929K | 0.0% | -3.2% | 0.063% | |
8/8/2025 | Avantax Advisory Services Inc. | 75,213 | $3.26M | 0.0% | +9.3% | 0.220% | |
8/8/2025 | Thoroughbred Financial Services LLC | 28,280 | $1.22M | 0.1% | -55.6% | 0.083% | |
8/8/2025 | Cetera Investment Advisers | 184,564 | $7.99M | 0.0% | +4.3% | 0.541% | |
8/8/2025 | Creative Planning | 29,181 | $1.26M | 0.0% | -4.0% | 0.086% | |
8/8/2025 | Opinicus Capital Inc. | 38,162 | $1.65M | 1.3% | +4.0% | 0.112% | |
8/8/2025 | Foundations Investment Advisors LLC | 168,224 | $7.28M | 0.1% | +10.3% | 0.493% | |
8/7/2025 | Allworth Financial LP | 671 | $29K | 0.0% | +235.5% | 0.002% | |
8/6/2025 | Summit Investment Advisors Inc. | 16,577 | $675K | 0.6% | -26.8% | 0.049% | |
8/6/2025 | Rovin Capital UT ADV | 12,795 | $554K | 0.2% | +2.0% | 0.037% | |
8/6/2025 | Moors & Cabot Inc. | 15,561 | $674K | 0.0% | -10.2% | 0.046% | |
8/5/2025 | Key Financial Inc | 6,686 | $289K | 0.1% | N/A | 0.020% | |
8/5/2025 | Bank of Montreal Can | 6,825 | $295K | 0.0% | +8.7% | 0.020% | |
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8/5/2025 | Sigma Planning Corp | 29,601 | $1.28M | 0.0% | -9.7% | 0.087% | |
8/4/2025 | IFG Advisory LLC | 23,080 | $999K | 0.1% | -65.3% | 0.068% | |
8/4/2025 | Atria Investments Inc | 38,883 | $1.68M | 0.0% | -42.8% | 0.114% | |
8/4/2025 | World Investment Advisors | 8,790 | $381K | 0.0% | -75.6% | 0.026% | |
8/1/2025 | James Investment Research Inc. | 45,001 | $1.95M | 0.2% | -10.5% | 0.132% | |
8/1/2025 | Envestnet Asset Management Inc. | 131,049 | $5.67M | 0.0% | -8.0% | 0.384% | |
7/31/2025 | Whipplewood Advisors LLC | 3,270 | $142K | 0.1% | -88.6% | 0.010% | |
7/31/2025 | WFA Asset Management Corp | 256,564 | $10.28M | 5.9% | -18.7% | 0.752% | |
7/30/2025 | Fusion Family Wealth LLC | 1,444,721 | $62.54M | 5.3% | +1.4% | 4.234% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 24,150 | $1.05M | 0.1% | -32.0% | 0.071% | |
7/30/2025 | Liberty One Investment Management LLC | 49,549 | $2.15M | 0.2% | +5.2% | 0.145% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 4,704 | $204K | 0.0% | N/A | 0.014% | |
7/29/2025 | Stratos Wealth Partners LTD. | 38,542 | $1.67M | 0.0% | -1.2% | 0.113% | |
7/29/2025 | Private Trust Co. NA | 3,094 | $134K | 0.0% | -10.7% | 0.009% | |
7/28/2025 | Copia Wealth Management | 9,452 | $409K | 0.3% | +5.5% | 0.028% | |
7/28/2025 | Harbour Investments Inc. | 106,522 | $4.61M | 0.1% | -23.2% | 0.312% | |
7/28/2025 | Kiker Wealth Management LLC | 589 | $25K | 0.0% | -67.7% | 0.002% | |
7/25/2025 | NorthRock Partners LLC | 732 | $32K | 0.0% | -58.9% | 0.002% | |
7/25/2025 | Atria Wealth Solutions Inc. | 6,673 | $289K | 0.0% | -47.9% | 0.020% | |
7/25/2025 | Retirement Planning Group LLC NY | 11,638 | $504K | 0.4% | +2.9% | 0.034% | |
7/25/2025 | CWM LLC | 812 | $35K | 0.0% | +223.5% | 0.002% | |
7/24/2025 | IFP Advisors Inc | 101,912 | $4.41M | 0.1% | +12.6% | 0.299% | |
7/24/2025 | Edge Financial Advisors LLC | 28,648 | $1.25M | 0.7% | +10.1% | 0.083% | |
7/24/2025 | US Bancorp DE | 24,306 | $1.05M | 0.0% | -41.4% | 0.071% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 33,887 | $1.47M | 0.0% | +1.1% | 0.099% | |
7/22/2025 | Belpointe Asset Management LLC | 27,895 | $1.21M | 0.1% | +33.2% | 0.081% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,217 | $96K | 0.0% | N/A | 0.006% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 33,049 | $1.43M | 0.2% | +11.6% | 0.096% | |
7/18/2025 | Consolidated Planning Corp | 312,598 | $13.53M | 1.7% | -3.6% | 0.909% | |
7/18/2025 | Truist Financial Corp | 22,287 | $965K | 0.0% | +1.0% | 0.065% | |
7/17/2025 | Janney Montgomery Scott LLC | 34,148 | $1.48M | 0.0% | -1.3% | 0.099% | |
7/17/2025 | Cyr Financial Inc. | 115,557 | $5.00M | 3.9% | +9.8% | 0.336% | |
7/17/2025 | Montis Financial LLC | 7,092 | $307K | 0.1% | -18.2% | 0.021% | |
7/16/2025 | Swisher Financial Concepts Inc. | 18,484 | $800K | 0.5% | -30.3% | 0.054% | |
7/16/2025 | New Insight Wealth Advisors | 11,686 | $506K | 0.2% | -14.8% | 0.034% | |
7/16/2025 | Meridian Financial LLC | 4,910 | $213K | 0.1% | N/A | 0.014% | |
7/15/2025 | Main Street Group LTD | 46,503 | $2.01M | 0.7% | +30.5% | 0.135% | |
7/14/2025 | Park Avenue Securities LLC | 5,591 | $242K | 0.0% | N/A | 0.016% | |
7/14/2025 | Cathy Pareto & Associates Inc. | 20,503 | $888K | 0.7% | -21.8% | 0.060% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 207,340 | $9.41M | 0.0% | +11.0% | 0.599% | |
7/10/2025 | SK Wealth Management LLC | 121,756 | $5.51M | 2.4% | -22.4% | 0.352% | |
7/10/2025 | KMG Fiduciary Partners LLC | 8,606 | $373K | 0.0% | -59.8% | 0.025% | |
7/10/2025 | Sovran Advisors LLC | 44,815 | $2.02M | 0.2% | -22.7% | 0.130% | |
7/9/2025 | Fermata Advisors LLC | 5,533 | $240K | 0.1% | -89.9% | 0.016% | |
7/7/2025 | Nova Wealth Management Inc. | 2,100 | $91K | 0.1% | +481.7% | 0.006% | |
6/2/2025 | Integrity Wealth Advisors Inc. | 11,663 | $475K | 0.3% | +4.1% | 0.033% | |
6/2/2025 | Modern Wealth Management LLC | 6,767 | $275K | 0.0% | -19.4% | 0.019% | |
5/21/2025 | Geneos Wealth Management Inc. | 15,423 | $628K | 0.0% | +9.7% | 0.043% | |
5/20/2025 | Belpointe Asset Management LLC | 20,944 | $852K | 0.0% | +21.0% | 0.058% | |
5/20/2025 | Focus Partners Wealth | 394,108 | $16.04M | 0.0% | +4.4% | 1.100% | |
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5/19/2025 | Jane Street Group LLC | 43,073 | $1.75M | 0.0% | +29.3% | 0.120% | |
5/16/2025 | Arete Wealth Advisors LLC | 76,685 | $3.12M | 0.2% | -5.3% | 0.214% | |
5/16/2025 | Jones Financial Companies Lllp | 19,289 | $785K | 0.0% | -45.9% | 0.054% | |
5/16/2025 | NewEdge Advisors LLC | 33,557 | $1.37M | 0.0% | +6.7% | 0.094% | |
5/16/2025 | Ancora Advisors LLC | 313,039 | $12.74M | 0.3% | -0.8% | 0.874% | |
5/15/2025 | Royal Bank of Canada | 122,906 | $5.00M | 0.0% | +27.2% | 0.343% | |
5/15/2025 | MAI Capital Management | 375,989 | $15.30M | 0.1% | +1.6% | 1.050% | |
5/15/2025 | Calton & Associates Inc. | 5,618 | $229K | 0.1% | +14.0% | 0.016% | |
5/14/2025 | Comerica Bank | 5,095 | $207K | 0.0% | -21.0% | 0.014% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 350,104 | $14.25M | 0.0% | +6.5% | 0.977% | |