5/21/2025 | McAdam LLC | 10,713 | $265K | 0.0% | -13.8% | 0.008% | |
5/21/2025 | Geneos Wealth Management Inc. | 262,139 | $6.49M | 0.2% | +5.3% | 0.206% | |
5/20/2025 | Focus Partners Wealth | 656,600 | $16.25M | 0.0% | -5.5% | 0.516% | |
5/20/2025 | Integrity Alliance LLC. | 22,795 | $564K | 0.0% | N/A | 0.018% | |
5/19/2025 | Jane Street Group LLC | 596,382 | $14.76M | 0.0% | +904.5% | 0.469% | |
5/16/2025 | Arete Wealth Advisors LLC | 11,564 | $286K | 0.0% | -17.1% | 0.009% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 142,384 | $3.52M | 0.1% | -11.7% | 0.112% | |
5/16/2025 | Goldman Sachs Group Inc. | 46,038 | $1.14M | 0.0% | N/A | 0.036% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 127,726 | $3.16M | 2.2% | -15.5% | 0.100% | |
5/16/2025 | Tolleson Wealth Management Inc. | 284,223 | $7.04M | 1.4% | -9.2% | 0.223% | |
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5/16/2025 | National Wealth Management Group LLC | 10,357 | $256K | 0.2% | -6.4% | 0.008% | |
5/16/2025 | NewEdge Advisors LLC | 403,003 | $9.97M | 0.1% | +13.9% | 0.317% | |
5/16/2025 | Integrated Wealth Concepts LLC | 810,689 | $20.07M | 0.2% | +0.9% | 0.637% | |
5/16/2025 | AlTi Global Inc. | 66,420 | $1.64M | 0.0% | N/A | 0.052% | |
5/15/2025 | Royal Bank of Canada | 3,819,312 | $94.53M | 0.0% | +19.3% | 3.001% | |
5/15/2025 | Betterment LLC | 9,840 | $244K | 0.0% | N/A | 0.008% | |
5/15/2025 | Spectrum Wealth Advisory Group LLC | 380,873 | $9.43M | 4.5% | +86.3% | 0.299% | |
5/15/2025 | Baird Financial Group Inc. | 283,012 | $7.01M | 0.0% | +3.4% | 0.222% | |
5/15/2025 | OLD Mission Capital LLC | 223,951 | $5.54M | 0.1% | +774.8% | 0.176% | |
5/14/2025 | PKS Advisory Services LLC | 49,557 | $1.23M | 0.4% | -2.3% | 0.039% | |
5/14/2025 | WCG Wealth Advisors LLC | 206,977 | $5.12M | 0.4% | N/A | 0.163% | |
5/14/2025 | Jane Street Group LLC | 676,882 | $16.75M | 0.0% | +1,040.1% | 0.532% | |
5/14/2025 | Comerica Bank | 103,324 | $2.56M | 0.0% | +4.5% | 0.081% | |
5/14/2025 | Synovus Financial Corp | 40,694 | $1.01M | 0.0% | -2.5% | 0.032% | |
5/14/2025 | Kestra Advisory Services LLC | 522,238 | $12.93M | 0.1% | +8.7% | 0.410% | |
5/14/2025 | Ameriprise Financial Inc. | 2,541,142 | $62.91M | 0.0% | -18.3% | 1.997% | |
5/14/2025 | TFB Advisors LLC | 17,016 | $421K | 0.1% | -17.7% | 0.013% | |
5/14/2025 | Capital Analysts LLC | 32,435 | $803K | 0.0% | +3,153.3% | 0.025% | |
5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 210,426 | $5.21M | 0.1% | -2.7% | 0.165% | |
5/14/2025 | GSG Advisors LLC | 251,032 | $6.19M | 2.0% | +4.1% | 0.197% | |
5/13/2025 | Aptus Capital Advisors LLC | 305,272 | $7.56M | 0.1% | -83.6% | 0.240% | |
5/13/2025 | Elequin Capital LP | 273,102 | $6.76M | 0.8% | N/A | 0.215% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 279,301 | $6.91M | 0.1% | -29.0% | 0.219% | |
5/13/2025 | Raymond James Financial Inc. | 1,962,746 | $48.58M | 0.0% | +6.8% | 1.542% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 153,622 | $3.80M | 0.0% | -4.4% | 0.121% | |
5/13/2025 | HighTower Advisors LLC | 2,242,464 | $55.50M | 0.1% | +4.7% | 1.762% | |
5/12/2025 | Maia Wealth LLC | 20,648 | $507K | 0.1% | -2.5% | 0.016% | |
5/12/2025 | SouthState Corp | 73,929 | $1.83M | 0.1% | N/A | 0.058% | |
5/12/2025 | Berger Financial Group Inc | 26,391 | $653K | 0.0% | +78.3% | 0.021% | |
5/12/2025 | Townsquare Capital LLC | 15,530 | $384K | 0.0% | -6.7% | 0.012% | |
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5/12/2025 | Savvy Advisors Inc. | 20,048 | $496K | 0.0% | N/A | 0.016% | |
5/9/2025 | Chicago Partners Investment Group LLC | 459,067 | $11.34M | 0.4% | +14.9% | 0.348% | |
5/9/2025 | Commonwealth Financial Services LLC | 714,275 | $17.68M | 3.6% | -1.9% | 0.541% | |
5/9/2025 | Atria Wealth Solutions Inc. | 154,710 | $3.83M | 0.0% | +7.2% | 0.117% | |
5/9/2025 | Earned Wealth Advisors LLC | 236,711 | $5.86M | 1.3% | N/A | 0.179% | |
5/9/2025 | Commonwealth Equity Services LLC | 2,047,805 | $50.68M | 0.1% | +43.0% | 1.550% | |
5/8/2025 | US Bancorp DE | 268,787 | $6.65M | 0.0% | +6.1% | 0.203% | |
5/8/2025 | Harbour Investments Inc. | 3,333,946 | $82.52M | 2.4% | -16.1% | 2.524% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 28,833 | $714K | 0.3% | +39.5% | 0.022% | |
5/8/2025 | Entruity Wealth LLC | 212,161 | $5.25M | 4.9% | +4.2% | 0.161% | |
5/8/2025 | SlateStone Wealth LLC | 416,183 | $10.30M | 1.0% | -4.2% | 0.315% | |
5/8/2025 | Arkadios Wealth Advisors | 11,414 | $282K | 0.0% | -22.5% | 0.009% | |
5/8/2025 | Geneos Wealth Management Inc. | 668,669 | $16.55M | 0.4% | +168.6% | 0.506% | |
5/7/2025 | Indie Asset Partners LLC | 16,840 | $417K | 0.4% | -18.3% | 0.013% | |
5/7/2025 | LPL Financial LLC | 12,416,312 | $307.30M | 0.1% | +3.8% | 9.399% | |
5/7/2025 | First Heartland Consultants Inc. | 931,294 | $23.05M | 2.4% | +54.7% | 0.705% | |
5/6/2025 | Assetmark Inc. | 14,366 | $356K | 0.0% | -83.5% | 0.011% | |
5/6/2025 | Cetera Investment Advisers | 1,263,415 | $31.27M | 0.1% | +1.0% | 0.956% | |
5/6/2025 | Avantax Advisory Services Inc. | 233,140 | $5.77M | 0.0% | -16.1% | 0.176% | |
5/6/2025 | Brookwood Investment Group LLC | 705,196 | $17.45M | 3.0% | N/A | 0.534% | |
5/6/2025 | Morling Financial Advisors LLC | 1,270,289 | $31.44M | 10.8% | +6.2% | 0.962% | |
5/6/2025 | Holistic Financial Partners | 219,590 | $5.44M | 2.6% | +55.7% | 0.166% | |
5/6/2025 | AE Wealth Management LLC | 5,925 | $147K | 0.0% | -83.4% | 0.004% | |
5/6/2025 | Flynn Zito Capital Management LLC | 23,700 | $587K | 0.3% | +3.6% | 0.018% | |
5/6/2025 | PFG Advisors | 270,892 | $6.71M | 0.4% | +13.7% | 0.205% | |
5/6/2025 | Fagan Associates Inc. | 355,263 | $8.79M | 1.5% | +5.2% | 0.269% | |
5/5/2025 | OneAscent Wealth Management LLC | 8,153 | $202K | 0.1% | -8.3% | 0.006% | |
5/5/2025 | Lunt Capital Management Inc. | 255,614 | $6.33M | 2.3% | +13.6% | 0.194% | |
5/5/2025 | J.W. Cole Advisors Inc. | 52,650 | $1.30M | 0.0% | +61.1% | 0.040% | |
5/5/2025 | IFP Advisors Inc | 834,619 | $20.66M | 0.6% | -31.4% | 0.632% | |
5/5/2025 | Kestra Private Wealth Services LLC | 702,985 | $17.40M | 0.3% | +5.7% | 0.532% | |
5/5/2025 | Impact Partnership Wealth LLC | 28,429 | $704K | 0.2% | +74.1% | 0.022% | |
5/5/2025 | Beckerman Institutional LLC | 41,184 | $1.02M | 0.7% | -10.3% | 0.031% | |
5/5/2025 | Csenge Advisory Group | 1,184,468 | $29.16M | 1.6% | +0.9% | 0.897% | |
5/5/2025 | Private Advisor Group LLC | 472,204 | $11.69M | 0.1% | +6.9% | 0.357% | |
5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 4,080 | $101K | 0.0% | N/A | 0.003% | |
5/2/2025 | Kingsview Wealth Management LLC | 435,864 | $10.79M | 0.2% | +182.3% | 0.330% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 51,038 | $1.26M | 0.3% | -25.5% | 0.039% | |
5/2/2025 | Larson Financial Group LLC | 733,481 | $18.15M | 0.9% | -6.6% | 0.555% | |
5/2/2025 | Boyce & Associates Wealth Consulting Inc. | 437,245 | $10.82M | 10.8% | +4.4% | 0.331% | |
5/2/2025 | Apollon Financial LLC | 34,450 | $853K | 0.2% | -61.9% | 0.026% | |
5/2/2025 | Apollon Wealth Management LLC | 447,681 | $11.08M | 0.2% | -67.5% | 0.339% | |
5/2/2025 | Sigma Planning Corp | 251,356 | $6.22M | 0.2% | +5.4% | 0.190% | |
5/2/2025 | Signaturefd LLC | 5,400 | $134K | 0.0% | -9.4% | 0.004% | |
5/1/2025 | Bleakley Financial Group LLC | 270,430 | $6.69M | 0.2% | +3.7% | 0.205% | |
5/1/2025 | CWM LLC | 55,681 | $1.38M | 0.0% | -4.8% | 0.042% | |
5/1/2025 | Q3 Asset Management | 21,700 | $537K | 0.4% | -24.2% | 0.016% | |
5/1/2025 | Northwest Capital Management Inc | 47,229 | $1.17M | 0.5% | -4.1% | 0.036% | |
5/1/2025 | Acorn Wealth Advisors LLC | 34,981 | $866K | 0.4% | +9.0% | 0.026% | |
5/1/2025 | Fifth Third Securities Inc. | 106,558 | $2.64M | 0.2% | -3.6% | 0.081% | |
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5/1/2025 | Park Square Financial Group LLC | 97,567 | $2.42M | 1.9% | -23.8% | 0.074% | |
5/1/2025 | Gateway Wealth Partners LLC | 8,912 | $221K | 0.0% | -15.4% | 0.007% | |
4/30/2025 | Christopher J. Hasenberg Inc | 1,298,325 | $32.15M | 13.3% | +765.5% | 0.983% | |
4/30/2025 | Cerity Partners LLC | 480,500 | $11.89M | 0.0% | +1.0% | 0.364% | |
4/30/2025 | tru Independence LLC | 15,921 | $394K | 0.1% | -76.4% | 0.012% | |
4/30/2025 | Moloney Securities Asset Management LLC | 8,259 | $204K | 0.0% | N/A | 0.006% | |
4/30/2025 | Rehmann Capital Advisory Group | 1,108,175 | $27.43M | 1.7% | +13.8% | 0.839% | |
4/30/2025 | Stratos Wealth Partners LTD. | 47,732 | $1.18M | 0.0% | -4.9% | 0.036% | |
4/30/2025 | Stratos Wealth Advisors LLC | 138,585 | $3.43M | 0.2% | +122.5% | 0.105% | |
4/30/2025 | Stratos Investment Management LLC | 172,200 | $4.26M | 0.2% | N/A | 0.130% | |