5/19/2025 | Jane Street Group LLC | 22,888 | $698K | 0.0% | N/A | 0.097% | |
5/16/2025 | Goldman Sachs Group Inc. | 22,373 | $682K | 0.0% | -45.1% | 0.097% | |
5/16/2025 | Jones Financial Companies Lllp | 933 | $28K | 0.0% | -94.9% | 0.004% | |
5/16/2025 | National Wealth Management Group LLC | 17,465 | $532K | 0.3% | N/A | 0.076% | |
5/14/2025 | CreativeOne Wealth LLC | 8,440 | $257K | 0.0% | +13.6% | 0.037% | |
5/14/2025 | Per Stirling Capital Management LLC. | 49,239 | $1.50M | 0.2% | N/A | 0.213% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 306,312 | $9.34M | 0.0% | +79.2% | 1.326% | |
5/14/2025 | Price T Rowe Associates Inc. MD | 4,169,160 | $127.07M | 0.0% | N/A | 18.048% | |
5/13/2025 | Tyler Stone Wealth Management | 70,276 | $2.14M | 0.4% | +120.1% | 0.304% | |
5/13/2025 | Raymond James Financial Inc. | 992,755 | $30.26M | 0.0% | +67.9% | 4.298% | |
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5/13/2025 | Watchman Group Inc. | 767,550 | $23.40M | 6.6% | +0.4% | 3.323% | |
5/13/2025 | MSH Capital Advisors LLC | 10,330 | $315K | 0.1% | -4.5% | 0.045% | |
5/13/2025 | HighTower Advisors LLC | 49,505 | $1.51M | 0.0% | +27.1% | 0.214% | |
5/12/2025 | Astor Investment Management LLC | 146,346 | $4.46M | 2.4% | -2.0% | 0.634% | |
5/12/2025 | Benjamin Edwards Inc. | 36,402 | $1.11M | 0.0% | -7.2% | 0.158% | |
5/9/2025 | Legacy Capital Group California Inc. | 36,042 | $1.10M | 0.4% | +2.6% | 0.156% | |
5/9/2025 | Atria Wealth Solutions Inc. | 164,049 | $5M | 0.1% | +79.5% | 0.710% | |
5/9/2025 | Cary Street Partners Financial LLC | 155,569 | $4.74M | 0.1% | -0.9% | 0.673% | |
5/8/2025 | IFG Advisory LLC | 15,713 | $479K | 0.0% | +91.2% | 0.068% | |
5/7/2025 | LPL Financial LLC | 1,174,214 | $35.79M | 0.0% | +138.2% | 5.083% | |
5/7/2025 | First Heartland Consultants Inc. | 7,163 | $218K | 0.0% | N/A | 0.031% | |
5/6/2025 | Cetera Investment Advisers | 276,237 | $8.42M | 0.0% | N/A | 1.196% | |
5/6/2025 | Advisor OS LLC | 25,182 | $768K | 0.1% | +4.4% | 0.109% | |
5/6/2025 | AE Wealth Management LLC | 14,645 | $446K | 0.0% | -3.0% | 0.063% | |
5/6/2025 | Blume Capital Management Inc. | 4,500 | $137K | 0.0% | +28.6% | 0.019% | |
5/6/2025 | PFG Advisors | 50,107 | $1.53M | 0.1% | +36.0% | 0.217% | |
5/5/2025 | Souders Financial Advisors | 455,308 | $13.88M | 1.9% | +177.1% | 1.971% | |
5/5/2025 | IFP Advisors Inc | 4,228 | $129K | 0.0% | N/A | 0.018% | |
5/5/2025 | Dahring Cusmano LLC | 37,233 | $1.14M | 1.0% | +54.5% | 0.161% | |
5/5/2025 | OneAscent Family Office LLC | 27,783 | $849K | 0.8% | N/A | 0.120% | |
5/5/2025 | Private Advisor Group LLC | 227,274 | $6.93M | 0.0% | +345.1% | 0.984% | |
5/2/2025 | Kingsview Wealth Management LLC | 20,176 | $615K | 0.0% | +12.3% | 0.087% | |
5/1/2025 | CWM LLC | 7,962 | $243K | 0.0% | N/A | 0.034% | |
5/1/2025 | Financial Security Advisor Inc. | 12,575 | $383K | 0.1% | N/A | 0.054% | |
4/30/2025 | Seamount Financial Group Inc. | 14,702 | $448K | 0.3% | +24.3% | 0.064% | |
4/30/2025 | Stratos Wealth Partners LTD. | 143,111 | $4.36M | 0.1% | +33.0% | 0.620% | |
4/30/2025 | Stratos Wealth Advisors LLC | 19,345 | $590K | 0.0% | N/A | 0.084% | |
4/30/2025 | Brown Advisory Inc. | 32,816 | $1M | 0.0% | +10.9% | 0.142% | |
4/29/2025 | Heritage Wealth Management Inc. | 14,871 | $453K | 0.2% | +57.5% | 0.064% | |
4/29/2025 | Envestnet Asset Management Inc. | 158,119 | $4.82M | 0.0% | +5.5% | 0.684% | |
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4/29/2025 | World Investment Advisors | 20,811 | $634K | 0.0% | +10.5% | 0.090% | |
4/29/2025 | Capital Investment Advisory Services LLC | 11,254 | $343K | 0.0% | +24.0% | 0.049% | |
4/29/2025 | OneDigital Investment Advisors LLC | 159,437 | $4.86M | 0.1% | -2.3% | 0.690% | |
4/28/2025 | D.A. Davidson & CO. | 7,207 | $220K | 0.0% | N/A | 0.031% | |
4/28/2025 | Novem Group | 209,030 | $6.37M | 0.9% | +4.7% | 0.905% | |
4/28/2025 | Private Trust Co. NA | 1,411 | $43K | 0.0% | -35.6% | 0.006% | |
4/28/2025 | DAVENPORT & Co LLC | 129,266 | $3.94M | 0.0% | +9.8% | 0.560% | |
4/25/2025 | Essex Financial Services Inc. | 50,790 | $1.55M | 0.1% | +56.1% | 0.234% | |
4/23/2025 | SFG Wealth Management LLC. | 49,462 | $1.51M | 0.7% | +37.9% | 0.228% | |
4/22/2025 | Flagship Harbor Advisors LLC | 154,345 | $4.70M | 0.2% | +14.3% | 0.711% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 236,706 | $7.22M | 0.0% | +28.9% | 1.091% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 39,855 | $1.22M | 0.0% | -50.3% | 0.184% | |
4/17/2025 | Stephens Consulting LLC | 114,639 | $3.49M | 0.9% | +8.8% | 0.528% | |
4/17/2025 | Asio Capital LLC | 224,891 | $6.86M | 1.3% | +159.4% | 1.036% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 724,415 | $22.08M | 0.0% | +1,168.2% | 3.338% | |
4/14/2025 | Farther Finance Advisors LLC | 175,217 | $5.36M | 0.1% | N/A | 0.807% | |
4/14/2025 | Miracle Mile Advisors LLC | 12,836 | $391K | 0.0% | +13.8% | 0.059% | |
4/9/2025 | HBW Advisory Services LLC | 23,104 | $704K | 0.1% | -5.5% | 0.106% | |
4/7/2025 | AdvisorNet Financial Inc | 15,122 | $461K | 0.0% | +24.2% | 0.070% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 57,120 | $1.84M | 0.0% | N/A | 0.359% | |
2/18/2025 | Novem Group | 199,672 | $6.44M | 0.9% | N/A | 6.240% | |
2/17/2025 | Captrust Financial Advisors | 414,160 | $13.36M | 0.0% | +35.7% | 12.943% | |
2/17/2025 | Cary Street Partners Financial LLC | 157,051 | $5.06M | 0.2% | N/A | 4.908% | |
2/17/2025 | Benjamin Edwards Inc. | 39,215 | $1.26M | 0.0% | N/A | 1.225% | |
2/14/2025 | Capital Analysts LLC | 1,789 | $58K | 0.0% | N/A | 0.056% | |
2/14/2025 | Stifel Financial Corp | 296,457 | $9.56M | 0.0% | N/A | 9.264% | |
2/14/2025 | OneDigital Investment Advisors LLC | 163,257 | $5.26M | 0.1% | +127.0% | 5.102% | |
2/14/2025 | TD Waterhouse Canada Inc. | 4,799 | $155K | 0.0% | N/A | 0.150% | |
2/14/2025 | MML Investors Services LLC | 307,911 | $9.93M | 0.0% | +17.6% | 9.622% | |
2/14/2025 | GeoWealth Management LLC | 10,541 | $340K | 0.0% | N/A | 0.329% | |
2/13/2025 | MSH Capital Advisors LLC | 10,817 | $349K | 0.1% | N/A | 0.338% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 53,361 | $1.72M | 0.5% | +10.7% | 1.668% | |
2/13/2025 | CreativeOne Wealth LLC | 7,430 | $240K | 0.0% | N/A | 0.232% | |
2/13/2025 | Mariner LLC | 10,294 | $332K | 0.0% | N/A | 0.322% | |
2/13/2025 | Raymond James Financial Inc. | 591,128 | $19.06M | 0.0% | N/A | 18.473% | |
2/13/2025 | Envestnet Asset Management Inc. | 149,847 | $4.83M | 0.0% | N/A | 4.683% | |
2/13/2025 | Wells Fargo & Company MN | 327,417 | $10.56M | 0.0% | N/A | 10.232% | |
2/12/2025 | Thoroughbred Financial Services LLC | 11,935 | $384K | 0.0% | N/A | 0.373% | |
2/12/2025 | World Investment Advisors | 18,829 | $607K | 0.0% | +5.7% | 0.588% | |
2/12/2025 | DKM Wealth Management Inc. | 16,075 | $518K | 0.5% | N/A | 0.502% | |
2/12/2025 | Watchman Group Inc. | 764,696 | $24.66M | 6.5% | +10.3% | 23.897% | |
2/12/2025 | Tyler Stone Wealth Management | 31,932 | $1.03M | 0.2% | +10.8% | 0.998% | |
2/11/2025 | LPL Financial LLC | 492,902 | $15.89M | 0.0% | +222.9% | 15.403% | |
2/10/2025 | Axxcess Wealth Management LLC | 6,309 | $203K | 0.0% | -18.7% | 0.197% | |
2/10/2025 | Corient Private Wealth LLC | 15,200 | $490K | 0.0% | N/A | 0.475% | |
2/10/2025 | Blume Capital Management Inc. | 3,500 | $113K | 0.0% | +75.0% | 0.109% | |
2/10/2025 | Commonwealth Equity Services LLC | 57,491 | $1.85M | 0.0% | +57.7% | 1.797% | |
2/7/2025 | PFG Advisors | 36,845 | $1.19M | 0.1% | +43.1% | 1.151% | |
2/7/2025 | HighTower Advisors LLC | 38,951 | $1.26M | 0.0% | N/A | 1.217% | |
2/6/2025 | Raymond James Financial Inc. | 591,128 | $19.06M | 0.0% | N/A | 18.473% | |
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2/6/2025 | Atria Investments Inc | 48,521 | $1.57M | 0.0% | N/A | 1.516% | |
2/6/2025 | Souders Financial Advisors | 164,319 | $5.30M | 0.7% | +7.6% | 5.135% | |
2/6/2025 | Jones Financial Companies Lllp | 18,211 | $587K | 0.0% | N/A | 0.569% | |
2/5/2025 | Heritage Wealth Management Inc. | 9,444 | $305K | 0.1% | N/A | 0.295% | |
2/5/2025 | Private Trust Co. NA | 2,191 | $71K | 0.0% | +55.3% | 0.068% | |
2/5/2025 | Advisor OS LLC | 24,111 | $777K | 0.1% | N/A | 0.753% | |
2/4/2025 | World Equity Group Inc. | 7,528 | $243K | 0.1% | N/A | 0.235% | |
2/3/2025 | Sigma Planning Corp | 56,868 | $1.83M | 0.1% | N/A | 1.777% | |
2/3/2025 | Dahring Cusmano LLC | 24,104 | $777K | 0.7% | N/A | 0.753% | |
2/3/2025 | Legacy Capital Group California Inc. | 35,144 | $1.13M | 0.3% | N/A | 1.098% | |