8/27/2025 | Orion Porfolio Solutions LLC | 51,767 | $1.11M | 0.0% | -57.1% | 0.176% | |
8/20/2025 | Coppell Advisory Solutions LLC | 30,650 | $654K | 0.1% | -27.0% | 0.104% | |
8/18/2025 | Geneos Wealth Management Inc. | 7,185 | $154K | 0.0% | +13.6% | 0.024% | |
8/15/2025 | Asset Allocation Strategies LLC | 11,202 | $240K | 0.0% | N/A | 0.038% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 121,758 | $2.61M | 0.9% | +11.7% | 0.413% | |
8/15/2025 | Orion Porfolio Solutions LLC | 51,767 | $1.11M | 0.0% | -57.1% | 0.176% | |
8/15/2025 | Benjamin Edwards Inc. | 100,296 | $2.15M | 0.0% | -33.5% | 0.341% | |
8/15/2025 | Ameriprise Financial Inc. | 17,370 | $372K | 0.0% | -6.9% | 0.059% | |
8/14/2025 | Jane Street Group LLC | 394,726 | $8.46M | 0.0% | +311.4% | 1.340% | |
8/14/2025 | Raymond James Financial Inc. | 1,708,012 | $36.59M | 0.0% | +36.5% | 5.800% | |
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8/14/2025 | Faithward Advisors LLC | 10,111 | $217K | 0.0% | N/A | 0.034% | |
8/14/2025 | NewEdge Advisors LLC | 237,046 | $5.08M | 0.0% | +0.5% | 0.805% | |
8/13/2025 | Flow Traders U.S. LLC | 68,707 | $1.47M | 0.1% | +45.3% | 0.233% | |
8/13/2025 | Gateway Wealth Partners LLC | 16,662 | $357K | 0.1% | -72.8% | 0.057% | |
8/13/2025 | First Trust Advisors LP | 193,095 | $4.14M | 0.0% | -19.7% | 0.656% | |
8/13/2025 | Maia Wealth LLC | 43,989 | $942K | 0.2% | -2.5% | 0.149% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 21,409 | $459K | 0.0% | N/A | 0.073% | |
8/12/2025 | Ameritas Investment Partners Inc. | 39,425 | $844K | 0.0% | +9.6% | 0.134% | |
8/12/2025 | Global Retirement Partners LLC | 23,478 | $503K | 0.0% | N/A | 0.080% | |
8/12/2025 | JPMorgan Chase & Co. | 17,071 | $366K | 0.0% | -8.4% | 0.058% | |
8/12/2025 | GDS Wealth Management | 1,015,393 | $21.75M | 1.6% | +3.5% | 3.448% | |
8/11/2025 | Anderson Financial Strategies LLC | 293,895 | $6.30M | 4.0% | -6.2% | 0.973% | |
8/11/2025 | Western Wealth Management LLC | 19,658 | $421K | 0.0% | -81.3% | 0.065% | |
8/8/2025 | Rockefeller Capital Management L.P. | 25,542 | $547K | 0.0% | +29.0% | 0.085% | |
8/8/2025 | Kingsview Wealth Management LLC | 68,571 | $1.47M | 0.0% | -1.0% | 0.227% | |
8/8/2025 | Avantax Advisory Services Inc. | 208,074 | $4.46M | 0.0% | -18.1% | 0.689% | |
8/8/2025 | Cetera Investment Advisers | 308,692 | $6.61M | 0.0% | -27.3% | 1.022% | |
8/7/2025 | PFG Advisors | 21,977 | $471K | 0.0% | -36.1% | 0.073% | |
8/6/2025 | Prospera Financial Services Inc | 120,555 | $2.58M | 0.0% | +2.6% | 0.399% | |
8/6/2025 | Summit Investment Advisors Inc. | 35,960 | $773K | 0.6% | +17.6% | 0.119% | |
8/6/2025 | AE Wealth Management LLC | 74,461 | $1.60M | 0.0% | -21.1% | 0.247% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 538,046 | $11.53M | 2.1% | -8.6% | 1.782% | |
8/6/2025 | Csenge Advisory Group | 901,553 | $19.03M | 1.0% | +5.3% | 2.985% | |
8/5/2025 | Holistic Financial Partners | 151,759 | $3.25M | 1.4% | -29.4% | 0.503% | |
8/5/2025 | Tsfg LLC | 177,644 | $3.81M | 0.7% | N/A | 0.588% | |
8/5/2025 | Sigma Planning Corp | 59,133 | $1.27M | 0.0% | +0.9% | 0.196% | |
8/4/2025 | IFG Advisory LLC | 62,349 | $1.34M | 0.1% | -9.4% | 0.206% | |
8/4/2025 | Atria Investments Inc | 18,339 | $393K | 0.0% | -54.4% | 0.061% | |
8/4/2025 | Assetmark Inc. | 93,009 | $1.99M | 0.0% | -34.2% | 0.308% | |
8/4/2025 | Spire Wealth Management | 18,634 | $399K | 0.0% | -28.3% | 0.062% | |
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8/4/2025 | Wealth Management Associates Inc. | 10,165 | $218K | 0.1% | -7.0% | 0.034% | |
8/1/2025 | Brookwood Investment Group LLC | 507,061 | $10.86M | 1.8% | -29.6% | 1.679% | |
8/1/2025 | Envestnet Asset Management Inc. | 636,219 | $13.63M | 0.0% | -44.1% | 2.107% | |
7/29/2025 | Stephens Inc. AR | 638,144 | $13.67M | 0.2% | -6.8% | 2.113% | |
7/29/2025 | Private Trust Co. NA | 2,540 | $54K | 0.0% | -21.2% | 0.008% | |
7/28/2025 | Harbour Investments Inc. | 383,976 | $8.23M | 0.2% | -1.9% | 1.271% | |
7/28/2025 | RFG Advisory LLC | 19,020 | $407K | 0.0% | +15.4% | 0.063% | |
7/25/2025 | Atria Wealth Solutions Inc. | 662,844 | $14.20M | 0.3% | +14.9% | 2.195% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 35,560 | $762K | 0.0% | -64.8% | 0.118% | |
7/25/2025 | CWM LLC | 2,598 | $56K | 0.0% | +93.3% | 0.009% | |
7/25/2025 | Concurrent Investment Advisors LLC | 46,366 | $993K | 0.0% | -2.0% | 0.154% | |
7/25/2025 | Apollon Wealth Management LLC | 15,949 | $342K | 0.0% | +14.8% | 0.053% | |
7/24/2025 | IFP Advisors Inc | 171,636 | $3.68M | 0.1% | +103.8% | 0.568% | |
7/22/2025 | Belpointe Asset Management LLC | 42,523 | $911K | 0.0% | +15.2% | 0.141% | |
7/21/2025 | Fortis Capital Advisors LLC | 42,523 | $911K | 0.2% | +15.2% | 0.141% | |
7/18/2025 | Midwest Financial Group LLC | 90,445 | $1.94M | 1.0% | -11.7% | 0.299% | |
7/18/2025 | Truist Financial Corp | 47,126 | $1.01M | 0.0% | -7.8% | 0.156% | |
7/17/2025 | Centennial Wealth Advisory LLC | 123,416 | $2.64M | 0.8% | +109.3% | 0.403% | |
7/17/2025 | Raleigh Capital Management Inc. | 1,437 | $31K | 0.0% | -33.2% | 0.005% | |
7/17/2025 | Janney Montgomery Scott LLC | 159,929 | $3.43M | 0.0% | -33.3% | 0.523% | |
7/16/2025 | Perigon Wealth Management LLC | 12,723 | $273K | 0.0% | -37.6% | 0.042% | |
7/14/2025 | Financial Enhancement Group LLC | 1,162,573 | $24.48M | 3.5% | +15.7% | 3.775% | |
7/14/2025 | Iams Wealth Management LLC | 49,550 | $1.06M | 0.5% | -36.7% | 0.161% | |
7/14/2025 | Park Avenue Securities LLC | 17,951 | $385K | 0.0% | -58.8% | 0.058% | |
7/11/2025 | Farther Finance Advisors LLC | 235,276 | $5.04M | 0.1% | +108,322.1% | 0.750% | |
7/10/2025 | Marshall Financial Group LLC | 680,894 | $14.38M | 2.8% | -1.4% | 2.172% | |
7/3/2025 | Arvest Investments Inc. | 249,229 | $5.34M | 0.8% | N/A | 0.756% | |
5/28/2025 | Anderson Financial Strategies LLC | 313,481 | $6.74M | 4.1% | N/A | 0.959% | |
5/21/2025 | Geneos Wealth Management Inc. | 6,325 | $136K | 0.0% | -94.3% | 0.019% | |
5/20/2025 | Belpointe Asset Management LLC | 36,901 | $793K | 0.0% | N/A | 0.114% | |
5/20/2025 | Fortis Capital Advisors LLC | 36,901 | $793K | 0.2% | N/A | 0.114% | |
5/19/2025 | Jane Street Group LLC | 95,945 | $2.06M | 0.0% | +379.7% | 0.295% | |
5/16/2025 | Coppell Advisory Solutions LLC | 42,005 | $904K | 0.1% | -50.0% | 0.129% | |
5/16/2025 | Pinnacle Family Advisors LLC | 66,208 | $1.42M | 0.8% | +5.5% | 0.204% | |
5/16/2025 | NewEdge Advisors LLC | 235,829 | $5.07M | 0.0% | -2.1% | 0.726% | |
5/16/2025 | Integrated Wealth Concepts LLC | 364,765 | $7.84M | 0.1% | N/A | 1.122% | |
5/15/2025 | Royal Bank of Canada | 1,014,631 | $21.82M | 0.0% | +17.3% | 3.122% | |
5/15/2025 | OLD Mission Capital LLC | 16,017 | $344K | 0.0% | -42.1% | 0.049% | |
5/14/2025 | Kestra Advisory Services LLC | 95,748 | $2.06M | 0.0% | -21.0% | 0.295% | |
5/14/2025 | Flow Traders U.S. LLC | 47,296 | $1.02M | 0.0% | +135.2% | 0.146% | |
5/14/2025 | GDS Wealth Management | 980,930 | $21.09M | 1.8% | +11.9% | 3.018% | |
5/13/2025 | Raymond James Financial Inc. | 1,251,389 | $26.91M | 0.0% | -8.4% | 3.850% | |
5/13/2025 | Comprehensive Wealth Management LLC | 441,843 | $9.50M | 6.6% | N/A | 1.360% | |
5/13/2025 | HighTower Advisors LLC | 864,096 | $18.58M | 0.0% | +0.8% | 2.659% | |
5/13/2025 | Core Wealth Partners LLC | 41,671 | $896K | 0.5% | +5.7% | 0.128% | |
5/12/2025 | Maia Wealth LLC | 45,122 | $954K | 0.2% | -9.4% | 0.139% | |
5/12/2025 | Benjamin Edwards Inc. | 150,899 | $3.24M | 0.0% | +30.0% | 0.464% | |
5/9/2025 | Atria Wealth Solutions Inc. | 576,685 | $12.40M | 0.1% | -44.1% | 1.774% | |
5/8/2025 | IFG Advisory LLC | 68,820 | $1.48M | 0.1% | -7.5% | 0.212% | |
5/8/2025 | US Bancorp DE | 8,128 | $175K | 0.0% | -23.5% | 0.025% | |
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5/8/2025 | Harbour Investments Inc. | 391,445 | $8.42M | 0.2% | -4.5% | 1.204% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 109,047 | $2.35M | 0.9% | +10.4% | 0.336% | |
5/7/2025 | LPL Financial LLC | 3,194,436 | $68.68M | 0.0% | +9.2% | 9.829% | |
5/6/2025 | Assetmark Inc. | 141,339 | $3.04M | 0.0% | -3.9% | 0.435% | |
5/6/2025 | Cetera Investment Advisers | 424,856 | $9.13M | 0.0% | +9.2% | 1.307% | |
5/6/2025 | Avantax Advisory Services Inc. | 254,181 | $5.47M | 0.0% | +26.2% | 0.782% | |
5/6/2025 | Brookwood Investment Group LLC | 720,743 | $15.50M | 2.7% | N/A | 2.218% | |
5/6/2025 | Holistic Financial Partners | 214,987 | $4.62M | 2.2% | -8.6% | 0.661% | |
5/6/2025 | AE Wealth Management LLC | 94,413 | $2.03M | 0.0% | -5.1% | 0.291% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 16,700 | $359K | 0.2% | +50.1% | 0.051% | |