5/2/2025 | SKY Mountain Capital Management Inc. | 9,665 | $753K | 0.6% | N/A | 0.015% | |
5/2/2025 | Summit X LLC | 3,004 | $234K | 0.0% | N/A | 0.005% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 3,097 | $241K | 0.0% | +35.8% | 0.005% | |
5/2/2025 | Apollon Wealth Management LLC | 2,699 | $210K | 0.0% | -37.8% | 0.004% | |
5/1/2025 | CWM LLC | 18,514 | $1.44M | 0.0% | +30.0% | 0.028% | |
5/1/2025 | Kathmere Capital Management LLC | 3,545 | $276K | 0.0% | +4.0% | 0.005% | |
5/1/2025 | Acorn Wealth Advisors LLC | 6,146 | $479K | 0.2% | -12.8% | 0.009% | |
5/1/2025 | Forum Private Client Group LLC | 5,148 | $401K | 0.2% | -4.3% | 0.008% | |
4/30/2025 | Cerity Partners LLC | 21,985 | $1.71M | 0.0% | -3.5% | 0.033% | |
4/30/2025 | Arcus Capital Partners LLC | 8,863 | $691K | 0.3% | -13.5% | 0.013% | |
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4/30/2025 | Round Rock Advisors LLC | 17,364 | $1.35M | 0.3% | +6.2% | 0.026% | |
4/30/2025 | Allworth Financial LP | 16,064 | $1.31M | 0.0% | -8.6% | 0.024% | |
4/30/2025 | Pineridge Advisors LLC | 492 | $38K | 0.0% | N/A | 0.001% | |
4/30/2025 | Rehmann Capital Advisory Group | 113,377 | $8.83M | 0.6% | -6.4% | 0.172% | |
4/30/2025 | Principal Securities Inc. | 114,928 | $8.96M | 0.2% | +1.9% | 0.174% | |
4/30/2025 | Peterson Wealth Advisors LLC | 18,470 | $1.35M | 0.2% | -0.9% | 0.028% | |
4/30/2025 | Stratos Wealth Partners LTD. | 9,210 | $718K | 0.0% | -19.9% | 0.014% | |
4/30/2025 | Investment Partners LTD. | 10,916 | $851K | 0.4% | -30.6% | 0.017% | |
4/30/2025 | Planning Directions Inc. | 2,761 | $215K | 0.1% | -7.5% | 0.004% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,560,695 | $121.61M | 0.0% | -8.5% | 2.368% | |
4/29/2025 | VAUGHAN & Co SECURITIES INC. | 31,618 | $2.46M | 1.5% | -77.3% | 0.048% | |
4/29/2025 | Bank of New York Mellon Corp | 26,936 | $2.10M | 0.0% | +328.5% | 0.041% | |
4/29/2025 | World Investment Advisors | 57,327 | $4.47M | 0.1% | -2.1% | 0.087% | |
4/29/2025 | Capital Investment Advisory Services LLC | 805 | $63K | 0.0% | +241.1% | 0.001% | |
4/29/2025 | Brookstone Capital Management | 268,860 | $20.95M | 0.3% | +0.6% | 0.408% | |
4/28/2025 | D.A. Davidson & CO. | 40,414 | $3.15M | 0.0% | -57.3% | 0.061% | |
4/28/2025 | Mutual Advisors LLC | 27,070 | $2.19M | 0.1% | +6.5% | 0.041% | |
4/28/2025 | Straight Path Wealth Management | 2,788 | $217K | 0.1% | N/A | 0.004% | |
4/28/2025 | Clark Asset Management LLC | 10,799 | $841K | 0.1% | N/A | 0.016% | |
4/28/2025 | Physician Wealth Advisors Inc. | 38,835 | $3.03M | 0.5% | -4.2% | 0.059% | |
4/25/2025 | Mather Group LLC. | 27,100 | $2.11M | 0.0% | -1.2% | 0.045% | |
4/25/2025 | K2 Financial Inc. | 4,684 | $376K | 0.4% | +7.3% | 0.008% | |
4/25/2025 | Ameritas Advisory Services LLC | 16,370 | $1.26M | 0.1% | +255.2% | 0.027% | |
4/25/2025 | Citizens National Bank Trust Department | 6,209 | $484K | 0.1% | -2.4% | 0.010% | |
4/25/2025 | Essex Financial Services Inc. | 7,360 | $573K | 0.0% | -2.0% | 0.012% | |
4/24/2025 | TPG Advisors LLC | 22,022 | $1.72M | 1.4% | -18.1% | 0.037% | |
4/24/2025 | Shore Point Advisors LLC | 38,566 | $3.01M | 1.6% | -3.0% | 0.064% | |
4/24/2025 | TCV Trust & Wealth Management Inc. | 55,099 | $4.29M | 0.4% | +2.8% | 0.092% | |
4/24/2025 | Wolff Financial Management LLC | 6,435 | $501K | 0.1% | -3.1% | 0.011% | |
4/23/2025 | Goldstein Advisors LLC | 5,251 | $409K | 0.1% | +3.4% | 0.009% | |
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4/23/2025 | Western Wealth Management LLC | 2,602 | $203K | 0.0% | N/A | 0.004% | |
4/23/2025 | Sequoia Financial Advisors LLC | 34,739 | $2.71M | 0.0% | -26.7% | 0.058% | |
4/23/2025 | Perigon Wealth Management LLC | 12,626 | $984K | 0.0% | -13.8% | 0.021% | |
4/23/2025 | HBK Sorce Advisory LLC | 20,830 | $1.62M | 0.0% | -18.4% | 0.035% | |
4/23/2025 | Golden State Wealth Management LLC | 576 | $45K | 0.0% | +5,660.0% | 0.001% | |
4/23/2025 | Bessemer Group Inc. | 4,319 | $337K | 0.0% | -30.3% | 0.007% | |
4/23/2025 | Archford Capital Strategies LLC | 18,543 | $1.45M | 0.2% | -3.7% | 0.031% | |
4/23/2025 | Symmetry Partners LLC | 109,746 | $8.55M | 1.2% | +1.3% | 0.183% | |
4/23/2025 | BridgePort Financial Solutions LLC | 36,718 | $2.86M | 1.3% | +8.8% | 0.061% | |
4/23/2025 | Ledyard National Bank | 148,398 | $11.56M | 1.1% | -0.2% | 0.247% | |
4/22/2025 | Sawgrass Asset Management LLC | 18,814 | $1.47M | 0.2% | -10.8% | 0.031% | |
4/22/2025 | Flagship Harbor Advisors LLC | 5,231 | $408K | 0.0% | +5.1% | 0.009% | |
4/22/2025 | EWA LLC | 5,169 | $403K | 0.1% | -9.0% | 0.009% | |
4/22/2025 | Burt Wealth Advisors | 281,466 | $21.93M | 5.5% | -0.9% | 0.468% | |
4/22/2025 | Woodmont Investment Counsel LLC | 33,403 | $2.60M | 0.2% | +5.1% | 0.056% | |
4/22/2025 | Appleton Partners Inc. MA | 6,725 | $524K | 0.0% | -16.3% | 0.011% | |
4/21/2025 | Martin Worley Group | 25,960 | $2.02M | 1.2% | +36.3% | 0.043% | |
4/21/2025 | ERn Financial LLC | 2,677 | $209K | 0.0% | -10.9% | 0.004% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 25,858 | $2.02M | 0.0% | -10.3% | 0.043% | |
4/21/2025 | Well Done LLC | 93,537 | $7.29M | 1.4% | -1.9% | 0.156% | |
4/21/2025 | Premier Path Wealth Partners LLC | 8,627 | $672K | 0.1% | -1.7% | 0.014% | |
4/21/2025 | Friedenthal Financial | 78,921 | $6.15M | 3.7% | -18.2% | 0.131% | |
4/21/2025 | Johnson Investment Counsel Inc. | 5,096 | $397K | 0.0% | -10.9% | 0.008% | |
4/21/2025 | Aspiriant LLC | 86,685 | $6.75M | 0.2% | -32.2% | 0.144% | |
4/21/2025 | Warner Financial Inc. | 2,737 | $213K | 0.1% | N/A | 0.005% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 6,306 | $492K | 0.0% | -45.8% | 0.010% | |
4/17/2025 | QRG Capital Management Inc. | 3,479 | $271K | 0.0% | -51.0% | 0.006% | |
4/17/2025 | Sowell Financial Services LLC | 3,248 | $253K | 0.0% | N/A | 0.005% | |
4/17/2025 | Janney Montgomery Scott LLC | 18,601 | $1.45M | 0.0% | -3.5% | 0.031% | |
4/17/2025 | Mission Wealth Management LP | 2,731 | $213K | 0.0% | N/A | 0.005% | |
4/17/2025 | 1900 Wealth Management LLC | 8,216 | $640K | 0.1% | -7.8% | 0.014% | |
4/17/2025 | Christensen King & Associates Investment Services Inc. | 2,615 | $204K | 0.1% | N/A | 0.004% | |
4/17/2025 | Hanson & Doremus Investment Management | 362 | $28K | 0.0% | N/A | 0.001% | |
4/17/2025 | RHS Financial LLC | 6,267 | $488K | 0.3% | -20.3% | 0.010% | |
4/17/2025 | Foster Victor Wealth Advisors LLC | 18,296 | $1.42M | 0.1% | -3.8% | 0.030% | |
4/17/2025 | Aries Wealth Management | 18,740 | $1.46M | 0.4% | +3.3% | 0.031% | |
4/16/2025 | Armbruster Capital Management Inc. | 202,647 | $15.79M | 3.1% | +2.6% | 0.337% | |
4/16/2025 | Pathway Financial Advisors LLC | 3,779 | $294K | 0.1% | -5.4% | 0.006% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 97,357 | $7.59M | 0.0% | -15.1% | 0.162% | |
4/16/2025 | Patriot Investment Management Group Inc. | 9,186 | $716K | 0.1% | +1.7% | 0.015% | |
4/15/2025 | Capital Advisors Ltd. LLC | 13,926 | $1.09M | 0.1% | -6.5% | 0.023% | |
4/15/2025 | Paladin Advisory Group LLC | 1,229 | $96K | 0.1% | -40.9% | 0.002% | |
4/15/2025 | Baker Ellis Asset Management LLC | 12,300 | $958K | 0.1% | -2.4% | 0.020% | |
4/15/2025 | Traction Financial Partners LLC | 4,235 | $330K | 0.3% | -12.8% | 0.007% | |
4/15/2025 | CX Institutional | 412 | $32K | 0.0% | N/A | 0.001% | |
4/14/2025 | Farther Finance Advisors LLC | 9,909 | $773K | 0.0% | -34.5% | 0.016% | |
4/14/2025 | Lloyd Advisory Services LLC. | 20,008 | $1.56M | 0.8% | N/A | 0.033% | |
4/14/2025 | Park Avenue Securities LLC | 13,149 | $1.03M | 0.0% | +116.3% | 0.022% | |
4/14/2025 | Moulton Wealth Management Inc. | 51,837 | $4.04M | 3.1% | N/A | 0.086% | |
4/14/2025 | Miracle Mile Advisors LLC | 7,413 | $578K | 0.0% | -38.4% | 0.012% | |
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4/14/2025 | UMB Bank n.a. | 26,284 | $2.05M | 0.0% | +21.5% | 0.044% | |
4/11/2025 | Blue Zone Wealth Advisors LLC | 2,725 | $212K | 0.1% | N/A | 0.005% | |
4/11/2025 | Sovereign Financial Group Inc. | 2,630 | $205K | 0.0% | N/A | 0.004% | |
4/11/2025 | Magnus Financial Group LLC | 107,684 | $8.39M | 0.8% | +1.2% | 0.179% | |
4/11/2025 | Foster Group Inc. | 15,590 | $1.22M | 0.0% | -5.8% | 0.026% | |
4/10/2025 | Breakwater Capital Group | 19,348 | $1.51M | 0.3% | +1.7% | 0.032% | |
4/10/2025 | Apella Capital LLC | 100,408 | $7.62M | 0.3% | -26.0% | 0.167% | |
4/10/2025 | CGN Advisors LLC | 20,013 | $1.56M | 0.2% | -4.8% | 0.033% | |
4/9/2025 | Merit Financial Group LLC | 50,677 | $3.95M | 0.1% | +17.8% | 0.084% | |
4/9/2025 | Elevation Wealth Partners LLC | 1,591 | $124K | 0.1% | -29.7% | 0.003% | |