8/29/2025 | Centaurus Financial Inc. | 9,427 | $700K | 0.0% | +2.8% | 0.039% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 7,916 | $588K | 0.0% | N/A | 0.033% | |
8/19/2025 | Advisory Services Network LLC | 257,724 | $19.90M | 0.3% | -0.3% | 1.072% | |
8/18/2025 | Geneos Wealth Management Inc. | 2,725 | $202K | 0.0% | +69.1% | 0.011% | |
8/15/2025 | Tower Research Capital LLC TRC | 1,374 | $102K | 0.0% | -81.5% | 0.006% | |
8/15/2025 | MML Investors Services LLC | 7,355 | $546K | 0.0% | -18.5% | 0.031% | |
8/15/2025 | Modern Wealth Management LLC | 95,393 | $7.08M | 0.2% | -1.1% | 0.397% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 4,302 | $319K | 0.1% | +9.9% | 0.018% | |
8/15/2025 | EP Wealth Advisors LLC | 2,182 | $162K | 0.0% | +35.8% | 0.009% | |
8/15/2025 | Benjamin Edwards Inc. | 174,212 | $12.93M | 0.2% | +2.8% | 0.724% | |
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8/15/2025 | Bank of America Corp DE | 1,018,005 | $75.56M | 0.0% | -22.3% | 4.233% | |
8/14/2025 | Raymond James Financial Inc. | 675,013 | $50.10M | 0.0% | -1.9% | 2.807% | |
8/14/2025 | Transamerica Financial Advisors LLC | 30,926 | $2.30M | 0.2% | +1.0% | 0.129% | |
8/14/2025 | NewEdge Advisors LLC | 315,712 | $23.43M | 0.1% | +4.6% | 1.313% | |
8/14/2025 | Transce3nd LLC | 6,501 | $486K | 0.2% | -12.0% | 0.027% | |
8/13/2025 | PGIM Custom Harvest LLC | 42,364 | $3.14M | 0.1% | +334.1% | 0.176% | |
8/13/2025 | StoneX Group Inc. | 24,984 | $1.85M | 0.1% | +2.8% | 0.104% | |
8/13/2025 | Proactive Wealth Strategies LLC | 54,911 | $4.08M | 1.9% | -0.5% | 0.228% | |
8/13/2025 | Baird Financial Group Inc. | 201,032 | $14.92M | 0.0% | -7.6% | 0.836% | |
8/13/2025 | First Trust Advisors LP | 10,276,667 | $762.73M | 0.6% | -2.3% | 42.730% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 500 | $39K | 0.0% | N/A | 0.002% | |
8/13/2025 | WCG Wealth Advisors LLC | 87,760 | $6.51M | 0.4% | +4.0% | 0.365% | |
8/13/2025 | Virtue Capital Management LLC | 97,048 | $7.20M | 1.3% | -3.6% | 0.404% | |
8/13/2025 | Level Four Advisory Services LLC | 3,941 | $293K | 0.0% | -6.6% | 0.016% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,002 | $74K | 0.0% | +15.3% | 0.004% | |
8/13/2025 | Choreo LLC | 3,130 | $232K | 0.0% | N/A | 0.013% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 3,030 | $225K | 0.0% | -14.5% | 0.013% | |
8/12/2025 | MAI Capital Management | 6,935 | $515K | 0.0% | -29.1% | 0.029% | |
8/8/2025 | MTM Investment Management LLC | 25,093 | $1.86M | 0.6% | -2.5% | 0.104% | |
8/8/2025 | Rockefeller Capital Management L.P. | 33,276 | $2.47M | 0.0% | -1.1% | 0.138% | |
8/8/2025 | Cetera Investment Advisers | 47,769 | $3.55M | 0.0% | -3.1% | 0.197% | |
8/8/2025 | PNC Financial Services Group Inc. | 3,990 | $296K | 0.0% | -35.0% | 0.016% | |
8/6/2025 | Prospera Financial Services Inc | 14,007 | $1.04M | 0.0% | +208.8% | 0.058% | |
8/6/2025 | AE Wealth Management LLC | 343 | $25K | 0.0% | -61.6% | 0.001% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 45,844 | $3.40M | 0.0% | +80.0% | 0.189% | |
8/6/2025 | O Dell Group LLC | 310,979 | $23.08M | 5.8% | -1.5% | 1.285% | |
8/5/2025 | HFG Advisors Inc. | 14,713 | $1.09M | 0.9% | -2.8% | 0.061% | |
8/5/2025 | Claro Advisors LLC | 5,096 | $378K | 0.1% | +4.6% | 0.021% | |
8/5/2025 | NewSquare Capital LLC | 276,524 | $20.52M | 1.5% | -0.2% | 1.143% | |
8/5/2025 | Advisors Preferred LLC | 1,091 | $83K | 0.0% | N/A | 0.005% | |
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8/5/2025 | Prosperity Consulting Group LLC | 15,719 | $1.17M | 0.1% | -2.4% | 0.065% | |
8/4/2025 | Kovack Advisors Inc. | 4,270 | $317K | 0.0% | -12.7% | 0.018% | |
8/4/2025 | Arkadios Wealth Advisors | 5,107 | $379K | 0.0% | +5.6% | 0.021% | |
8/4/2025 | Daymark Wealth Partners LLC | 20,226 | $1.50M | 0.1% | N/A | 0.084% | |
8/1/2025 | Motco | 900 | $69K | 0.0% | N/A | 0.004% | |
8/1/2025 | Envestnet Asset Management Inc. | 116,487 | $8.65M | 0.0% | +44.8% | 0.481% | |
7/31/2025 | Wealthfront Advisers LLC | 10,524 | $781K | 0.0% | +28.9% | 0.043% | |
7/30/2025 | Strategic Blueprint LLC | 22,541 | $1.67M | 0.1% | -3.2% | 0.093% | |
7/30/2025 | D.A. Davidson & CO. | 172,526 | $12.81M | 0.1% | -7.3% | 0.713% | |
7/30/2025 | Greenup Street Wealth Management LLC | 46,309 | $3.44M | 0.6% | +8.9% | 0.191% | |
7/29/2025 | Stratos Wealth Partners LTD. | 3,254 | $242K | 0.0% | -29.4% | 0.013% | |
7/29/2025 | Private Trust Co. NA | 1,234 | $92K | 0.0% | -42.7% | 0.005% | |
7/28/2025 | Harbour Investments Inc. | 47,725 | $3.54M | 0.1% | +5.1% | 0.197% | |
7/28/2025 | RFG Advisory LLC | 3,009 | $223K | 0.0% | N/A | 0.012% | |
7/25/2025 | MGO One Seven LLC | 3,994 | $296K | 0.0% | -11.6% | 0.017% | |
7/25/2025 | SPC Financial Inc. | 9,474 | $703K | 0.1% | -8.2% | 0.039% | |
7/25/2025 | CWM LLC | 42,495 | $3.15M | 0.0% | -25.6% | 0.176% | |
7/24/2025 | Trust Co. of Toledo NA OH | 780 | $58K | 0.0% | N/A | 0.003% | |
7/24/2025 | Monument Capital Management | 65,259 | $4.84M | 1.3% | +1.3% | 0.270% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 23,852 | $1.77M | 0.1% | -7.1% | 0.099% | |
7/24/2025 | WMG Financial Advisors LLC | 18,710 | $1.39M | 0.5% | -4.1% | 0.077% | |
7/23/2025 | REAP Financial Group LLC | 1,373 | $102K | 0.0% | -38.5% | 0.006% | |
7/23/2025 | TriaGen Wealth Management LLC | 30,180 | $2.24M | 0.7% | +85.6% | 0.125% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 2,796 | $207K | 0.0% | N/A | 0.012% | |
7/22/2025 | DAVENPORT & Co LLC | 18,842 | $1.40M | 0.0% | -2.5% | 0.078% | |
7/22/2025 | Realta Investment Advisors | 9,760 | $724K | 0.3% | +9.3% | 0.040% | |
7/21/2025 | Ameritas Advisory Services LLC | 835 | $62K | 0.0% | N/A | 0.003% | |
7/18/2025 | Truist Financial Corp | 182,305 | $13.53M | 0.0% | +2.3% | 0.753% | |
7/17/2025 | Janney Montgomery Scott LLC | 136,473 | $10.13M | 0.0% | -4.1% | 0.563% | |
7/16/2025 | MinichMacGregor Wealth Management LLC | 9,634 | $715K | 0.2% | +2.2% | 0.040% | |
7/16/2025 | CX Institutional | 4,461 | $331K | 0.0% | -87.9% | 0.018% | |
7/14/2025 | GAMMA Investing LLC | 398 | $30K | 0.0% | N/A | 0.002% | |
7/11/2025 | Farther Finance Advisors LLC | 13,635 | $1.01M | 0.0% | -9.9% | 0.056% | |
7/11/2025 | Silver Oak Securities Incorporated | 867 | $64K | 0.0% | N/A | 0.004% | |
7/11/2025 | CX Institutional | 4,461 | $331K | 0.0% | -87.9% | 0.018% | |
7/10/2025 | Guided Capital Wealth Management LLC | 94,200 | $6.99M | 5.4% | -1.1% | 0.389% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,455 | $572K | 0.0% | -5.8% | 0.031% | |
7/8/2025 | Elevation Wealth Partners LLC | 378 | $28K | 0.0% | -54.3% | 0.002% | |
7/8/2025 | Davis Investment Partners LLC | 17,703 | $1.34M | 0.5% | +1.7% | 0.073% | |
7/7/2025 | Trust Co. of Oklahoma | 11,262 | $836K | 0.3% | -20.7% | 0.039% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 15,111 | $1.12M | 0.1% | +71,857.1% | 0.052% | |
7/2/2025 | Crumly & Associates Inc. | 34,306 | $2.55M | 0.6% | -0.7% | 0.141% | |
5/29/2025 | Apeiron RIA LLC | 20,914 | $1.46M | 0.4% | +4.0% | 0.085% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,611 | $112K | 0.0% | +10.4% | 0.007% | |
5/16/2025 | Coppell Advisory Solutions LLC | 13,529 | $912K | 0.1% | -45.8% | 0.054% | |
5/16/2025 | Jones Financial Companies Lllp | 8,792 | $612K | 0.0% | +31.2% | 0.035% | |
5/15/2025 | Paragon Private Wealth Management LLC | 26,450 | $1.84M | 0.9% | -28.2% | 0.106% | |
5/15/2025 | Royal Bank of Canada | 249,522 | $17.38M | 0.0% | -11.1% | 1.004% | |
5/15/2025 | MAI Capital Management | 9,780 | $681K | 0.0% | -14.9% | 0.039% | |
5/15/2025 | Baird Financial Group Inc. | 217,579 | $15.15M | 0.0% | -0.3% | 0.876% | |
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5/14/2025 | Transamerica Financial Advisors LLC | 30,615 | $2.13M | 0.2% | -3.9% | 0.123% | |
5/14/2025 | WCG Wealth Advisors LLC | 84,364 | $5.88M | 0.4% | -15.4% | 0.339% | |
5/14/2025 | Comerica Bank | 6,388 | $445K | 0.0% | +3.1% | 0.026% | |
5/14/2025 | Kestra Advisory Services LLC | 24,800 | $1.73M | 0.0% | -2.4% | 0.100% | |
5/14/2025 | Purus Wealth Management LLC | 21,506 | $1.50M | 0.6% | -1.3% | 0.087% | |
5/14/2025 | Summit Financial LLC | 96,844 | $6.74M | 0.2% | +752.3% | 0.390% | |
5/14/2025 | PGIM Custom Harvest LLC | 9,760 | $680K | 0.0% | -4.8% | 0.039% | |
5/13/2025 | TriaGen Wealth Management LLC | 16,259 | $1.13M | 0.4% | -52.7% | 0.065% | |
5/13/2025 | Raymond James Financial Inc. | 687,956 | $47.91M | 0.0% | -1.4% | 2.768% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 25,466 | $1.77M | 0.0% | -47.2% | 0.102% | |