8/14/2025 | Jane Street Group LLC | 639,046 | $16.81M | 0.0% | +82.7% | 0.596% | |
8/14/2025 | Raymond James Financial Inc. | 2,153,628 | $56.64M | 0.0% | +35.5% | 2.007% | |
8/14/2025 | Keystone Financial Services LLC | 162,251 | $4.27M | 3.2% | +6.1% | 0.151% | |
8/14/2025 | Sei Investments Co. | 505,722 | $13.30M | 0.0% | +1,552.3% | 0.471% | |
8/14/2025 | NewEdge Advisors LLC | 170,961 | $4.50M | 0.0% | +31.3% | 0.159% | |
8/13/2025 | Strategic Family Wealth Counselors L.L.C. | 172,022 | $4.52M | 1.3% | +7.1% | 0.160% | |
8/13/2025 | Gateway Wealth Partners LLC | 22,246 | $585K | 0.1% | +31.2% | 0.021% | |
8/13/2025 | M Holdings Securities Inc. | 24,124 | $632K | 0.1% | N/A | 0.022% | |
8/13/2025 | CW Advisors LLC | 70,156 | $1.85M | 0.0% | +5.6% | 0.065% | |
8/13/2025 | VestGen Advisors LLC | 188,202 | $4.95M | 0.2% | +8.5% | 0.175% | |
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8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,504,539 | $92.17M | 0.1% | +32.0% | 3.266% | |
8/12/2025 | Richmond Investment Services LLC | 24,508 | $645K | 0.1% | N/A | 0.023% | |
8/12/2025 | XTX Topco Ltd | 7,724 | $203K | 0.0% | N/A | 0.007% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 8,915 | $234K | 0.0% | +422.9% | 0.008% | |
8/12/2025 | Summit Global Investments | 8,273 | $218K | 0.0% | N/A | 0.008% | |
8/12/2025 | Global Retirement Partners LLC | 82,963 | $2.18M | 0.1% | N/A | 0.077% | |
8/12/2025 | Titleist Asset Management LLC | 9,000 | $237K | 0.0% | N/A | 0.008% | |
8/12/2025 | JPMorgan Chase & Co. | 197,988 | $5.21M | 0.0% | +3.0% | 0.185% | |
8/12/2025 | Lodestone Wealth Management LLC | 87,073 | $2.29M | 1.1% | -0.5% | 0.086% | |
8/11/2025 | Perennial Investment Advisors LLC | 20,855 | $548K | 0.1% | +12.4% | 0.021% | |
8/11/2025 | United Advisor Group LLC | 85,895 | $2.26M | 0.4% | +22.2% | 0.085% | |
8/11/2025 | Rothschild Investment LLC | 99,188 | $2.61M | 0.2% | +26.6% | 0.098% | |
8/11/2025 | Western Wealth Management LLC | 107,262 | $2.82M | 0.2% | +4.3% | 0.106% | |
8/8/2025 | Rockefeller Capital Management L.P. | 189,609 | $4.99M | 0.0% | -1.4% | 0.187% | |
8/8/2025 | Kingsview Wealth Management LLC | 235,612 | $6.20M | 0.1% | +22.9% | 0.232% | |
8/8/2025 | Avantax Advisory Services Inc. | 98,394 | $2.59M | 0.0% | +38.1% | 0.097% | |
8/8/2025 | Cetera Investment Advisers | 1,549,123 | $40.74M | 0.1% | +36.8% | 1.529% | |
8/8/2025 | CWS Financial Advisors LLC | 30,204 | $794K | 0.2% | +8.0% | 0.030% | |
8/8/2025 | Meridian Wealth Management LLC | 56,897 | $1.50M | 0.1% | -3.2% | 0.056% | |
8/7/2025 | PFG Advisors | 12,967 | $341K | 0.0% | -7.9% | 0.013% | |
8/6/2025 | Prospera Financial Services Inc | 30,329 | $798K | 0.0% | +40.9% | 0.030% | |
8/6/2025 | Cannon Financial Strategists Inc. | 464,593 | $12.22M | 1.9% | +1.0% | 0.458% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 34,112 | $897K | 0.1% | +18.0% | 0.034% | |
8/5/2025 | Tsfg LLC | 257,051 | $6.76M | 1.2% | N/A | 0.254% | |
8/5/2025 | Hunter Associates Investment Management LLC | 8,730 | $231K | 0.0% | N/A | 0.009% | |
8/5/2025 | Bank of Montreal Can | 5,300 | $139K | 0.0% | +23.3% | 0.005% | |
8/5/2025 | Mission Wealth Management LP | 64,183 | $1.69M | 0.0% | +2.1% | 0.063% | |
8/4/2025 | Saxony Capital Management LLC | 72,711 | $1.91M | 1.5% | +2.3% | 0.072% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 14,635 | $385K | 0.0% | +116.4% | 0.014% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 16,488 | $434K | 0.1% | -21.9% | 0.016% | |
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8/4/2025 | Creekmur Asset Management LLC | 344,870 | $9.07M | 1.6% | N/A | 0.340% | |
8/4/2025 | IFG Advisory LLC | 43,320 | $1.14M | 0.1% | +91.2% | 0.043% | |
8/4/2025 | Assetmark Inc. | 9,359 | $246K | 0.0% | N/A | 0.009% | |
8/4/2025 | World Investment Advisors | 18,393 | $484K | 0.0% | +118.4% | 0.018% | |
8/1/2025 | Envestnet Asset Management Inc. | 3,576,899 | $94.07M | 0.0% | +28.0% | 3.530% | |
7/31/2025 | Richards Merrill & Peterson Inc. | 66,720 | $1.76M | 0.8% | +33.2% | 0.066% | |
7/30/2025 | KPP Advisory Services LLC | 65,349 | $1.72M | 0.3% | -3.6% | 0.064% | |
7/30/2025 | Strategic Blueprint LLC | 210,070 | $5.53M | 0.3% | +19.9% | 0.207% | |
7/30/2025 | Brookstone Capital Management | 21,382 | $562K | 0.0% | -50.2% | 0.021% | |
7/30/2025 | D.A. Davidson & CO. | 580,897 | $15.28M | 0.1% | -31.2% | 0.573% | |
7/30/2025 | Cullen Frost Bankers Inc. | 89,177 | $2.35M | 0.0% | +36.3% | 0.088% | |
7/30/2025 | Financial Perspectives Inc | 6,004 | $158K | 0.0% | +17.7% | 0.006% | |
7/29/2025 | Stephens Inc. AR | 584,325 | $15.37M | 0.2% | +7.8% | 0.577% | |
7/29/2025 | Madison Wealth Partners Inc | 10,971 | $289K | 0.1% | N/A | 0.011% | |
7/29/2025 | Balboa Wealth Partners | 10,047 | $264K | 0.1% | N/A | 0.010% | |
7/29/2025 | Morgan Dempsey Capital Management LLC | 5,622 | $148K | 0.1% | +15.8% | 0.006% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 158,200 | $4.16M | 0.1% | -5.7% | 0.156% | |
7/29/2025 | Stratos Wealth Partners LTD. | 55,369 | $1.46M | 0.0% | +480.3% | 0.055% | |
7/29/2025 | Private Trust Co. NA | 3,964 | $104K | 0.0% | +133.2% | 0.004% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 9,243 | $243K | 0.0% | N/A | 0.009% | |
7/28/2025 | Uptick Partners LLC | 42,325 | $1.11M | 0.3% | +80.4% | 0.042% | |
7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 128,648 | $3.38M | 1.4% | -30.3% | 0.127% | |
7/28/2025 | EQ Wealth Advisors LLC | 11,138 | $293K | 0.2% | +18.4% | 0.011% | |
7/28/2025 | Mutual Advisors LLC | 103,067 | $2.70M | 0.1% | +32.0% | 0.102% | |
7/28/2025 | Harbour Investments Inc. | 75,910 | $2.00M | 0.1% | +8.3% | 0.075% | |
7/28/2025 | Sagespring Wealth Partners LLC | 11,161 | $294K | 0.0% | +17.7% | 0.011% | |
7/28/2025 | RFG Advisory LLC | 208,523 | $5.48M | 0.1% | -2.2% | 0.206% | |
7/25/2025 | Atria Wealth Solutions Inc. | 251,920 | $6.63M | 0.1% | -16.0% | 0.249% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 97,364 | $2.56M | 0.0% | -23.0% | 0.096% | |
7/25/2025 | Bill Few Associates Inc. | 47,071 | $1.24M | 0.4% | +0.9% | 0.046% | |
7/25/2025 | CWM LLC | 4,417 | $116K | 0.0% | +30.4% | 0.004% | |
7/25/2025 | Concurrent Investment Advisors LLC | 130,444 | $3.43M | 0.1% | +2.2% | 0.129% | |
7/25/2025 | Apollon Wealth Management LLC | 28,298 | $744K | 0.0% | N/A | 0.028% | |
7/24/2025 | Endeavor Private Wealth Inc. | 114,217 | $3.00M | 1.4% | +27.6% | 0.113% | |
7/24/2025 | MSH Capital Advisors LLC | 17,947 | $472K | 0.1% | +24.5% | 0.018% | |
7/23/2025 | InTrack Investment Management Inc | 85,025 | $2.24M | 1.5% | N/A | 0.084% | |
7/23/2025 | Valmark Advisers Inc. | 876,546 | $23.05M | 0.3% | +2.4% | 0.865% | |
7/22/2025 | Confluence Wealth Services Inc. | 62,377 | $1.64M | 0.1% | +6.8% | 0.062% | |
7/22/2025 | Berger Financial Group Inc | 71,444 | $1.88M | 0.1% | +14.7% | 0.070% | |
7/21/2025 | Ameritas Advisory Services LLC | 12,516 | $329K | 0.0% | +32.2% | 0.012% | |
7/18/2025 | Panoramic Capital Partners LLC | 586,898 | $15.37M | 10.7% | N/A | 0.579% | |
7/18/2025 | Truist Financial Corp | 61,167 | $1.61M | 0.0% | +35.9% | 0.060% | |
7/17/2025 | Leverty Financial Group LLC | 1,427,371 | $37.54M | 11.2% | +5.2% | 1.437% | |
7/17/2025 | Janney Montgomery Scott LLC | 30,315 | $797K | 0.0% | +74.0% | 0.031% | |
7/17/2025 | Greenbush Financial Group LLC | 351,514 | $9.25M | 4.0% | +7.3% | 0.354% | |
7/17/2025 | Tempus Wealth Planning LLC | 26,583 | $699K | 0.2% | +2.9% | 0.027% | |
7/16/2025 | ORG Partners LLC | 6,819 | $179K | 0.0% | +19,955.9% | 0.007% | |
7/16/2025 | Spinnaker Investment Group LLC | 773,624 | $20.35M | 4.8% | +10.8% | 0.779% | |
7/16/2025 | Freestate Advisors LLC | 12,913 | $340K | 0.3% | N/A | 0.013% | |
7/15/2025 | Regatta Capital Group LLC | 718,467 | $18.90M | 3.2% | +1.8% | 0.723% | |
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7/15/2025 | Hartmann Taylor Wealth Management LLC | 12,546 | $330K | 0.3% | +58.5% | 0.013% | |
7/14/2025 | AdvisorNet Financial Inc | 25,878 | $681K | 0.0% | +9.6% | 0.027% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 40,497 | $1.07M | 0.0% | +13.5% | 0.042% | |
7/11/2025 | AA Financial Advisors LLC | 24,616 | $647K | 0.1% | N/A | 0.026% | |
7/11/2025 | LongView Wealth Management | 53,120 | $1.40M | 0.4% | +30.1% | 0.055% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 356,869 | $9.34M | 0.0% | -4.3% | 0.373% | |
7/10/2025 | American Financial Advisors LLC | 878,099 | $23.09M | 3.2% | -2.9% | 0.917% | |
7/10/2025 | Sovran Advisors LLC | 275,159 | $7.18M | 0.8% | +2,040.5% | 0.287% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 195,948 | $5.15M | 0.2% | +13.6% | 0.205% | |
7/9/2025 | Pines Wealth Management LLC | 37,032 | $969K | 0.3% | +18.8% | 0.039% | |