8/1/2025 | GWN Securities Inc. | 6,419 | $216K | 0.0% | -67.9% | 0.008% | |
8/1/2025 | Signature Wealth Management Group | 16,746 | $563K | 0.2% | -21.2% | 0.021% | |
8/1/2025 | Envestnet Asset Management Inc. | 5,842,721 | $196.49M | 0.1% | +17.9% | 7.224% | |
7/31/2025 | Moloney Securities Asset Management LLC | 19,329 | $650K | 0.1% | +119.5% | 0.024% | |
7/30/2025 | Bleakley Financial Group LLC | 158,235 | $5.32M | 0.1% | +324.8% | 0.196% | |
7/30/2025 | Strategic Blueprint LLC | 18,231 | $613K | 0.0% | N/A | 0.023% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 132,024 | $4.44M | 1.8% | +9.2% | 0.163% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 285,341 | $9.60M | 1.3% | N/A | 0.353% | |
7/30/2025 | D.A. Davidson & CO. | 126,867 | $4.27M | 0.0% | +519.5% | 0.157% | |
7/30/2025 | Cullen Frost Bankers Inc. | 126,457 | $4.25M | 0.1% | +30.6% | 0.156% | |
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7/29/2025 | Stephens Inc. AR | 8,875 | $298K | 0.0% | N/A | 0.011% | |
7/29/2025 | Balboa Wealth Partners | 7,095 | $239K | 0.0% | N/A | 0.009% | |
7/29/2025 | Koshinski Asset Management Inc. | 45,061 | $1.52M | 0.1% | +5.7% | 0.056% | |
7/29/2025 | Stratos Wealth Partners LTD. | 46,380 | $1.56M | 0.0% | +276.0% | 0.057% | |
7/29/2025 | Latitude Advisors LLC | 20,414 | $687K | 0.3% | +17.9% | 0.025% | |
7/28/2025 | Mutual Advisors LLC | 28,495 | $976K | 0.0% | +19.9% | 0.035% | |
7/28/2025 | Harbour Investments Inc. | 170,062 | $5.72M | 0.1% | +68.5% | 0.210% | |
7/28/2025 | Sagespring Wealth Partners LLC | 42,715 | $1.44M | 0.0% | +18.9% | 0.053% | |
7/28/2025 | RFG Advisory LLC | 32,251 | $1.09M | 0.0% | +135.9% | 0.040% | |
7/25/2025 | Atria Wealth Solutions Inc. | 51,816 | $1.75M | 0.0% | -56.3% | 0.064% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 134,327 | $4.52M | 0.0% | -33.1% | 0.166% | |
7/25/2025 | LRI Investments LLC | 22,000 | $740K | 0.1% | N/A | 0.027% | |
7/25/2025 | CWM LLC | 6,615 | $222K | 0.0% | +21.6% | 0.008% | |
7/25/2025 | Concurrent Investment Advisors LLC | 178,946 | $6.02M | 0.1% | +5.7% | 0.221% | |
7/25/2025 | Apollon Wealth Management LLC | 43,291 | $1.46M | 0.0% | N/A | 0.054% | |
7/24/2025 | Endeavor Private Wealth Inc. | 65,325 | $2.21M | 1.0% | +24.2% | 0.081% | |
7/24/2025 | NavPoint Financial Inc. | 45,253 | $1.52M | 0.9% | +452.7% | 0.056% | |
7/24/2025 | IFP Advisors Inc | 11,237 | $378K | 0.0% | +92.8% | 0.014% | |
7/24/2025 | MFA Wealth Services | 32,469 | $1.09M | 0.8% | N/A | 0.040% | |
7/24/2025 | MSH Capital Advisors LLC | 8,511 | $286K | 0.1% | N/A | 0.011% | |
7/24/2025 | US Bancorp DE | 75,531 | $2.54M | 0.0% | +6.6% | 0.093% | |
7/23/2025 | Valmark Advisers Inc. | 562,974 | $18.93M | 0.3% | +5.8% | 0.696% | |
7/23/2025 | Trueblood Wealth Management LLC | 47,444 | $1.60M | 0.7% | +12.7% | 0.059% | |
7/23/2025 | Seamount Financial Group Inc. | 57,185 | $1.92M | 1.0% | +26.8% | 0.071% | |
7/22/2025 | Confluence Wealth Services Inc. | 1,661,858 | $55.89M | 3.0% | +6.0% | 2.055% | |
7/22/2025 | DAVENPORT & Co LLC | 7,043 | $237K | 0.0% | N/A | 0.009% | |
7/22/2025 | Merit Financial Group LLC | 143,342 | $4.82M | 0.1% | +142.3% | 0.177% | |
7/22/2025 | Simplicity Wealth LLC | 37,886 | $1.27M | 0.1% | +122.6% | 0.047% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 7,993 | $269K | 0.0% | N/A | 0.010% | |
7/22/2025 | Berger Financial Group Inc | 12,751 | $429K | 0.0% | +44.9% | 0.016% | |
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7/22/2025 | Gutierrez Wealth Advisory LLC | 9,197 | $309K | 0.2% | N/A | 0.011% | |
7/22/2025 | Oak Hill Wealth Advisors LLC | 59,577 | $2.01M | 0.4% | +34.7% | 0.074% | |
7/21/2025 | Ameritas Advisory Services LLC | 93,496 | $3.14M | 0.2% | -25.7% | 0.116% | |
7/18/2025 | Vicus Capital | 10,327 | $347K | 0.0% | N/A | 0.013% | |
7/18/2025 | QTR Family Wealth LLC | 28,311 | $952K | 0.6% | +15.3% | 0.035% | |
7/18/2025 | Truist Financial Corp | 175,407 | $5.90M | 0.0% | +9.2% | 0.217% | |
7/17/2025 | LifeGoal Wealth Advisors | 49,243 | $1.66M | 1.6% | -28.1% | 0.062% | |
7/17/2025 | Janney Montgomery Scott LLC | 196,500 | $6.61M | 0.0% | +26.3% | 0.248% | |
7/17/2025 | Venture Visionary Partners LLC | 18,934 | $637K | 0.0% | +169.4% | 0.024% | |
7/17/2025 | Tempus Wealth Planning LLC | 82,695 | $2.78M | 0.7% | +3.5% | 0.104% | |
7/16/2025 | ORG Partners LLC | 12,486 | $421K | 0.1% | +914.3% | 0.016% | |
7/16/2025 | Swisher Financial Concepts Inc. | 160,846 | $5.41M | 3.5% | +20.9% | 0.203% | |
7/15/2025 | Hartmann Taylor Wealth Management LLC | 7,000 | $235K | 0.2% | N/A | 0.009% | |
7/14/2025 | AdvisorNet Financial Inc | 1,313 | $44K | 0.0% | +483.6% | 0.002% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 131,366 | $4.42M | 0.1% | +17.4% | 0.166% | |
7/14/2025 | Sweeney & Michel LLC | 270,271 | $9.14M | 3.2% | +1.2% | 0.341% | |
7/14/2025 | Park Avenue Securities LLC | 19,933 | $670K | 0.0% | +12.2% | 0.025% | |
7/14/2025 | A&I Financial Services LLC | 26,532 | $892K | 0.5% | +8.8% | 0.033% | |
7/14/2025 | Sowell Financial Services LLC | 46,832 | $1.58M | 0.1% | +377.0% | 0.059% | |
7/11/2025 | Trinity Wealth Management LLC | 10,484 | $353K | 0.1% | N/A | 0.013% | |
7/11/2025 | Lincoln Capital LLC | 15,331 | $516K | 0.1% | +7.2% | 0.020% | |
7/11/2025 | Farther Finance Advisors LLC | 4,100 | $138K | 0.0% | N/A | 0.005% | |
7/11/2025 | LongView Wealth Management | 70,579 | $2.37M | 0.7% | +32.9% | 0.090% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 123,280 | $4.19M | 0.0% | +15.6% | 0.157% | |
7/10/2025 | Sovran Advisors LLC | 51,662 | $1.75M | 0.2% | +213.4% | 0.066% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 49,093 | $1.65M | 0.1% | -10.8% | 0.063% | |
7/9/2025 | WealthCare Investment Partners LLC | 139,089 | $4.72M | 1.7% | -5.4% | 0.177% | |
7/8/2025 | Advance Capital Management Inc. | 2,669,679 | $89.78M | 4.1% | N/A | 3.417% | |
5/27/2025 | Jacobi Capital Management LLC | 44,681 | $1.38M | 0.1% | +19.7% | 0.064% | |
5/21/2025 | Geneos Wealth Management Inc. | 15,853 | $490K | 0.0% | N/A | 0.025% | |
5/19/2025 | Jane Street Group LLC | 360,319 | $11.13M | 0.0% | -1.8% | 0.565% | |
5/16/2025 | Jones Financial Companies Lllp | 137,176 | $4.06M | 0.0% | +33.7% | 0.215% | |
5/16/2025 | NewEdge Advisors LLC | 29,206 | $902K | 0.0% | +13.8% | 0.046% | |
5/16/2025 | Integrated Wealth Concepts LLC | 43,336 | $1.34M | 0.0% | +59.4% | 0.068% | |
5/15/2025 | Flputnam Investment Management Co. | 39,532 | $1.22M | 0.0% | +2.2% | 0.062% | |
5/15/2025 | Royal Bank of Canada | 1,237,364 | $38.24M | 0.0% | +22.8% | 1.942% | |
5/15/2025 | Baird Financial Group Inc. | 153,909 | $4.76M | 0.0% | +139.2% | 0.242% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 3,490 | $108K | 0.1% | N/A | 0.005% | |
5/14/2025 | Jane Street Group LLC | 360,319 | $11.13M | 0.0% | -1.8% | 0.565% | |
5/14/2025 | Comerica Bank | 50,022 | $1.55M | 0.0% | +1.0% | 0.079% | |
5/14/2025 | Smartleaf Asset Management LLC | 365,401 | $11.31M | 1.1% | +93.9% | 0.573% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 378,141 | $11.69M | 0.0% | +29.4% | 0.593% | |
5/14/2025 | Kestra Advisory Services LLC | 102,638 | $3.17M | 0.0% | +15.1% | 0.161% | |
5/14/2025 | Aspire Growth Partners LLC | 23,811 | $756K | 0.7% | +69.3% | 0.037% | |
5/14/2025 | Capital Analysts LLC | 1,612 | $50K | 0.0% | N/A | 0.003% | |
5/14/2025 | Venture Visionary Partners LLC | 7,027 | $217K | 0.0% | N/A | 0.011% | |
5/14/2025 | CWS Financial Advisors LLC | 25,767 | $796K | 0.3% | +54.3% | 0.040% | |
5/14/2025 | Lincoln Capital LLC | 14,305 | $433K | 0.1% | +42.6% | 0.022% | |
5/13/2025 | Raymond James Financial Inc. | 1,812,588 | $56.01M | 0.0% | +26.1% | 2.845% | |
5/13/2025 | Sei Investments Co. | 8,442 | $261K | 0.0% | N/A | 0.013% | |
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5/13/2025 | Vestmark Advisory Solutions Inc. | 318,208 | $9.83M | 0.3% | +3.6% | 0.499% | |
5/13/2025 | HighTower Advisors LLC | 44,335 | $1.37M | 0.0% | -4.7% | 0.070% | |
5/12/2025 | Berger Financial Group Inc | 8,801 | $272K | 0.0% | +14.3% | 0.014% | |
5/12/2025 | Benjamin Edwards Inc. | 309,594 | $9.57M | 0.1% | +61.0% | 0.486% | |
5/9/2025 | Atria Wealth Solutions Inc. | 118,442 | $3.68M | 0.0% | +25.3% | 0.186% | |
5/9/2025 | Cary Street Partners Financial LLC | 11,903 | $368K | 0.0% | -95.1% | 0.019% | |
5/9/2025 | Strategic Investment Solutions Inc. IL | 1,488 | $46K | 0.0% | +27.4% | 0.002% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,578,331 | $48.77M | 0.1% | +44.3% | 2.477% | |
5/8/2025 | Endeavor Private Wealth Inc. | 52,602 | $1.63M | 0.9% | +23.0% | 0.083% | |
5/8/2025 | US Bancorp DE | 70,824 | $2.19M | 0.0% | N/A | 0.111% | |