8/1/2025 | Schmidt P J Investment Management Inc. | 8,175 | $310K | 0.1% | +46.8% | 0.013% | |
8/1/2025 | Envestnet Asset Management Inc. | 263,828 | $10.02M | 0.0% | +9.7% | 0.433% | |
7/31/2025 | Perissos Private Wealth Management LLC | 40,447 | $1.54M | 1.2% | +3.8% | 0.066% | |
7/30/2025 | Bleakley Financial Group LLC | 60,300 | $2.29M | 0.1% | +1.9% | 0.099% | |
7/30/2025 | Insight Advisors LLC PA | 68,631 | $2.61M | 0.4% | N/A | 0.113% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 8,232 | $313K | 0.0% | +8.8% | 0.014% | |
7/30/2025 | Brookstone Capital Management | 9,987 | $379K | 0.0% | -71.8% | 0.016% | |
7/29/2025 | International Assets Investment Management LLC | 78,464 | $2.98M | 0.1% | +2.2% | 0.129% | |
7/29/2025 | Stratos Wealth Partners LTD. | 25,016 | $950K | 0.0% | -7.4% | 0.041% | |
7/29/2025 | BXM Wealth LLC | 8,075 | $307K | 0.4% | -11.4% | 0.013% | |
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7/29/2025 | Private Trust Co. NA | 1,000 | $38K | 0.0% | -49.5% | 0.002% | |
7/28/2025 | Copia Wealth Management | 1,464 | $56K | 0.0% | +75.5% | 0.002% | |
7/28/2025 | Harbour Investments Inc. | 31,011 | $1.18M | 0.0% | +28.8% | 0.051% | |
7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 5,430 | $206K | 0.0% | N/A | 0.009% | |
7/25/2025 | Atria Wealth Solutions Inc. | 39,603 | $1.50M | 0.0% | -30.1% | 0.065% | |
7/25/2025 | MGO One Seven LLC | 7,482 | $284K | 0.0% | N/A | 0.012% | |
7/25/2025 | Dynamic Financial Group | 6,161 | $234K | 0.2% | N/A | 0.010% | |
7/25/2025 | Prostatis Group LLC | 107,295 | $4.07M | 1.2% | +16.0% | 0.176% | |
7/25/2025 | CWM LLC | 684 | $26K | 0.0% | -32.5% | 0.001% | |
7/25/2025 | Concurrent Investment Advisors LLC | 8,481 | $322K | 0.0% | +7.5% | 0.014% | |
7/23/2025 | Clear Creek Financial Management LLC | 17,859 | $678K | 0.1% | -7.3% | 0.029% | |
7/23/2025 | 1 North Wealth Services LLC | 222,768 | $8.46M | 3.4% | +26.6% | 0.365% | |
7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 22,881 | $869K | 0.3% | +50.2% | 0.038% | |
7/22/2025 | Belpointe Asset Management LLC | 20,663 | $785K | 0.0% | -58.6% | 0.034% | |
7/22/2025 | Valley National Advisers Inc. | 5,862 | $221K | 0.0% | +20.6% | 0.010% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 21,069 | $800K | 0.0% | +5.0% | 0.035% | |
7/22/2025 | Kraematon Investment Advisors Inc. | 19,325 | $734K | 0.7% | -4.4% | 0.032% | |
7/18/2025 | Pure Financial Advisors LLC | 5,280 | $200K | 0.0% | N/A | 0.009% | |
7/18/2025 | Cooper Financial Group | 5,995 | $228K | 0.0% | -18.2% | 0.010% | |
7/18/2025 | Truist Financial Corp | 5,339 | $203K | 0.0% | -40.3% | 0.009% | |
7/17/2025 | Janney Montgomery Scott LLC | 299,515 | $11.37M | 0.0% | -51.4% | 0.491% | |
7/16/2025 | Investment Partners Asset Management Inc. | 41,517 | $1.58M | 1.1% | +1.2% | 0.068% | |
7/16/2025 | Novem Group | 33,250 | $1.26M | 0.2% | +2.8% | 0.055% | |
7/16/2025 | Dakota Wealth Management | 8,665 | $329K | 0.0% | N/A | 0.014% | |
7/15/2025 | BCS Wealth Management | 33,903 | $1.29M | 0.3% | -1.3% | 0.056% | |
7/15/2025 | Oregon Pacific Wealth Management LLC | 14,409 | $547K | 0.5% | -10.6% | 0.024% | |
7/15/2025 | Hofer & Associates. Inc | 5,864 | $223K | 0.1% | +5.9% | 0.010% | |
7/14/2025 | Opal Wealth Advisors LLC | 13,882 | $527K | 0.1% | -4.1% | 0.023% | |
7/14/2025 | MY Wealth Management Inc. | 133,743 | $5.08M | 4.9% | -2.0% | 0.219% | |
7/14/2025 | Lighthouse Wealth Management Inc. | 110,346 | $4.19M | 3.6% | +21.0% | 0.181% | |
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7/14/2025 | Park Avenue Securities LLC | 9,937 | $377K | 0.0% | -3.4% | 0.016% | |
7/14/2025 | Sowell Financial Services LLC | 51,342 | $1.95M | 0.1% | +16.0% | 0.084% | |
7/11/2025 | Farther Finance Advisors LLC | 5,165 | $196K | 0.0% | +32.4% | 0.008% | |
7/11/2025 | Silver Oak Securities Incorporated | 7,043 | $267K | 0.0% | -4.0% | 0.012% | |
7/10/2025 | HF Advisory Group LLC | 8,635 | $328K | 0.1% | -5.0% | 0.014% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 123,338 | $4.76M | 0.0% | +19.6% | 0.202% | |
7/10/2025 | Atticus Wealth Management LLC | 769 | $29K | 0.0% | N/A | 0.001% | |
7/10/2025 | Sharkey Howes & Javer | 19,502 | $740K | 0.1% | -23.1% | 0.032% | |
7/10/2025 | KMG Fiduciary Partners LLC | 26,800 | $1.02M | 0.1% | -9.1% | 0.044% | |
7/10/2025 | Financial Management Network Inc. | 324,324 | $12.52M | 2.2% | -12.0% | 0.532% | |
7/9/2025 | Fermata Advisors LLC | 109,172 | $4.15M | 1.1% | -1.5% | 0.179% | |
7/9/2025 | Triumph Capital Management | 8,311 | $316K | 0.1% | +39.2% | 0.014% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,146 | $44K | 0.0% | N/A | 0.002% | |
7/2/2025 | HBW Advisory Services LLC | 88,916 | $3.38M | 0.4% | -3.4% | 0.146% | |
6/2/2025 | Modern Wealth Management LLC | 59,442 | $2.20M | 0.1% | +4.1% | 0.099% | |
5/21/2025 | Geneos Wealth Management Inc. | 28,341 | $1.05M | 0.0% | +10.2% | 0.047% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 5,567 | $206K | 0.0% | -10.5% | 0.009% | |
5/20/2025 | Belpointe Asset Management LLC | 49,903 | $1.85M | 0.1% | -9.1% | 0.084% | |
5/20/2025 | Integrity Alliance LLC. | 8,100 | $300K | 0.0% | N/A | 0.014% | |
5/20/2025 | Anchor Investment Management LLC | 9,258 | $342K | 0.0% | +4.7% | 0.016% | |
5/19/2025 | Jane Street Group LLC | 173,021 | $6.40M | 0.0% | -40.7% | 0.290% | |
5/19/2025 | SageView Advisory Group LLC | 17,060 | $631K | 0.0% | -17.5% | 0.029% | |
5/16/2025 | Prostatis Group LLC | 92,517 | $3.42M | 1.1% | +3.9% | 0.155% | |
5/16/2025 | NewEdge Advisors LLC | 62,497 | $2.31M | 0.0% | +0.6% | 0.105% | |
5/16/2025 | 1 North Wealth Services LLC | 175,920 | $6.51M | 3.0% | -25.5% | 0.295% | |
5/15/2025 | Royal Bank of Canada | 894,775 | $33.09M | 0.0% | +3.4% | 1.501% | |
5/15/2025 | Calton & Associates Inc. | 67,139 | $2.48M | 0.6% | N/A | 0.113% | |
5/15/2025 | Baird Financial Group Inc. | 270,109 | $9.99M | 0.0% | +7.5% | 0.453% | |
5/15/2025 | OLD Mission Capital LLC | 51,804 | $1.92M | 0.0% | N/A | 0.087% | |
5/14/2025 | CreativeOne Wealth LLC | 24,077 | $890K | 0.0% | +56.6% | 0.040% | |
5/14/2025 | Comerica Bank | 31,813 | $1.18M | 0.0% | +15.9% | 0.053% | |
5/14/2025 | Napa Wealth Management | 24,689 | $913K | 0.5% | +15.8% | 0.041% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,503,824 | $129.57M | 0.1% | -6.3% | 5.879% | |
5/14/2025 | Kestra Advisory Services LLC | 69,821 | $2.58M | 0.0% | -4.7% | 0.117% | |
5/14/2025 | Flow Traders U.S. LLC | 162,484 | $6.01M | 0.3% | +0.5% | 0.273% | |
5/14/2025 | Capital Analysts LLC | 22,977 | $850K | 0.0% | N/A | 0.039% | |
5/13/2025 | Raymond James Financial Inc. | 1,941,451 | $71.80M | 0.0% | +17.1% | 3.257% | |
5/13/2025 | HighTower Advisors LLC | 44,576 | $1.65M | 0.0% | -8.8% | 0.075% | |
5/12/2025 | Cooper Financial Group | 7,326 | $271K | 0.0% | -30.6% | 0.012% | |
5/12/2025 | Benjamin Edwards Inc. | 36,793 | $1.36M | 0.0% | +1.0% | 0.062% | |
5/12/2025 | Founders Financial Alliance LLC | 39,175 | $1.45M | 0.4% | -27.4% | 0.066% | |
5/12/2025 | Savvy Advisors Inc. | 8,936 | $330K | 0.0% | N/A | 0.015% | |
5/12/2025 | National Bank of Canada FI | 66,171 | $2.45M | 0.0% | +15.4% | 0.111% | |
5/12/2025 | AlphaCore Capital LLC | 66,719 | $2.47M | 0.2% | N/A | 0.112% | |
5/12/2025 | Beacon Harbor Wealth Advisors Inc. | 323,969 | $11.98M | 2.8% | N/A | 0.544% | |
5/9/2025 | Atria Wealth Solutions Inc. | 56,677 | $2.10M | 0.0% | -3.9% | 0.095% | |
5/9/2025 | Cary Street Partners Financial LLC | 18,416 | $681K | 0.0% | +79.8% | 0.031% | |
5/8/2025 | Moors & Cabot Inc. | 19,530 | $722K | 0.0% | -5.7% | 0.033% | |
5/8/2025 | Harbour Investments Inc. | 24,072 | $890K | 0.0% | -6.7% | 0.040% | |
5/8/2025 | MMA Asset Management LLC | 25,799 | $954K | 0.4% | -1.8% | 0.043% | |
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5/8/2025 | Cozad Asset Management Inc. | 19,305 | $714K | 0.1% | -2.3% | 0.032% | |
5/7/2025 | Financial Management Network Inc. | 368,583 | $13.63M | 2.8% | -10.6% | 0.618% | |
5/7/2025 | LPL Financial LLC | 2,771,142 | $102.48M | 0.0% | +13.0% | 4.650% | |
5/6/2025 | Pacer Advisors Inc. | 541,327 | $20.02M | 0.0% | +5.6% | 0.908% | |
5/6/2025 | MY Wealth Management Inc. | 136,423 | $5.05M | 4.9% | -0.9% | 0.229% | |
5/6/2025 | Cetera Investment Advisers | 395,140 | $14.61M | 0.0% | +0.3% | 0.663% | |
5/6/2025 | Avantax Advisory Services Inc. | 334,336 | $12.36M | 0.1% | +22.6% | 0.561% | |
5/6/2025 | Efficient Advisors LLC | 28,145 | $1.04M | 0.1% | N/A | 0.047% | |
5/6/2025 | PFG Advisors | 13,622 | $504K | 0.0% | -41.0% | 0.023% | |
5/5/2025 | J.W. Cole Advisors Inc. | 161,058 | $5.96M | 0.2% | -0.4% | 0.270% | |