8/15/2025 | Bank of America Corp DE | 205,626 | $7.43M | 0.0% | +144.8% | 1.408% | |
8/14/2025 | Raymond James Financial Inc. | 633,747 | $22.89M | 0.0% | -3.7% | 4.341% | |
8/14/2025 | Betterment LLC | 24,802 | $896K | 0.0% | -12.6% | 0.170% | |
8/14/2025 | Napa Wealth Management | 42,117 | $1.52M | 0.7% | -43.4% | 0.288% | |
8/14/2025 | NewEdge Advisors LLC | 777,789 | $28.09M | 0.1% | +6.0% | 5.327% | |
8/14/2025 | CoreFirst Bank & Trust | 21,895 | $791K | 0.4% | +9.0% | 0.150% | |
8/13/2025 | VestGen Advisors LLC | 237,617 | $8.58M | 0.3% | N/A | 1.628% | |
8/13/2025 | Measured Wealth Private Client Group LLC | 45,264 | $1.64M | 0.5% | +29.9% | 0.310% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 450,748 | $16.28M | 0.0% | +17.5% | 3.087% | |
8/12/2025 | J.W. Cole Advisors Inc. | 6,802 | $246K | 0.0% | +4.6% | 0.047% | |
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8/12/2025 | Jaffetilchin Investment Partners LLC | 10,903 | $394K | 0.0% | N/A | 0.075% | |
8/11/2025 | United Advisor Group LLC | 83,103 | $3.00M | 0.5% | +4.2% | 0.569% | |
8/11/2025 | Rothschild Investment LLC | 126,128 | $4.56M | 0.3% | -2.6% | 0.864% | |
8/8/2025 | Cetera Investment Advisers | 314,272 | $11.35M | 0.0% | +4.0% | 2.153% | |
8/8/2025 | Ignite Planners LLC | 119,222 | $4.35M | 0.6% | +0.9% | 0.817% | |
8/6/2025 | RPS Advisory Solutions LLC | 51,339 | $1.85M | 1.0% | N/A | 0.352% | |
8/5/2025 | Sigma Planning Corp | 22,186 | $801K | 0.0% | -42.1% | 0.152% | |
8/5/2025 | Lifeworks Advisors LLC | 9,434 | $341K | 0.1% | -27.5% | 0.065% | |
8/4/2025 | Savvy Advisors Inc. | 32,168 | $1.16M | 0.1% | -3.5% | 0.220% | |
8/1/2025 | Envestnet Asset Management Inc. | 50,398 | $1.82M | 0.0% | +5.5% | 0.345% | |
7/31/2025 | Opus Capital Group LLC | 146,180 | $5.28M | 0.6% | -1.9% | 1.001% | |
7/30/2025 | Caliber Wealth Management LLC KS | 48,661 | $1.76M | 0.2% | -14.3% | 0.333% | |
7/29/2025 | Foster & Motley Inc. | 1,078,918 | $38.97M | 2.3% | +1.1% | 7.390% | |
7/28/2025 | Mutual Advisors LLC | 5,640 | $210K | 0.0% | N/A | 0.039% | |
7/25/2025 | GW Henssler & Associates Ltd. | 26,693 | $964K | 0.1% | +7.7% | 0.183% | |
7/23/2025 | Ignite Planners LLC | 119,245 | $4.35M | 0.6% | +0.9% | 0.817% | |
7/23/2025 | TriaGen Wealth Management LLC | 234,876 | $8.48M | 2.6% | +8.1% | 1.609% | |
7/22/2025 | DAVENPORT & Co LLC | 33,996 | $1.23M | 0.0% | +5.4% | 0.233% | |
7/22/2025 | MBL Wealth LLC | 12,275 | $443K | 0.0% | -44.4% | 0.084% | |
7/18/2025 | Warren Street Wealth Advisors LLC | 175,771 | $6.35M | 2.1% | +8.1% | 1.204% | |
7/17/2025 | LexAurum Advisors LLC | 58,193 | $2.10M | 0.3% | +2.3% | 0.399% | |
7/17/2025 | Smith Anglin Financial LLC | 1,171,057 | $42.30M | 3.8% | -51.4% | 8.021% | |
7/17/2025 | Fifth Third Securities Inc. | 67,013 | $2.42M | 0.2% | +15.0% | 0.459% | |
7/17/2025 | Independence Bank of Kentucky | 900 | $33K | 0.0% | N/A | 0.006% | |
7/15/2025 | Accurate Wealth Management LLC | 58,961 | $2.14M | 0.3% | +1.7% | 0.404% | |
7/15/2025 | Oregon Pacific Wealth Management LLC | 36,961 | $1.34M | 1.3% | -6.1% | 0.253% | |
7/11/2025 | Farther Finance Advisors LLC | 1,029 | $37K | 0.0% | -24.1% | 0.007% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 258,736 | $9.55M | 0.0% | -6.2% | 1.772% | |
7/10/2025 | Focus Financial Network Inc. | 10,703 | $387K | 0.0% | +17.2% | 0.073% | |
7/9/2025 | Fermata Advisors LLC | 70,781 | $2.56M | 0.7% | +4.0% | 0.485% | |
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5/21/2025 | MBL Wealth LLC | 22,072 | $701K | 0.1% | -52.6% | 0.143% | |
5/19/2025 | Jane Street Group LLC | 33,467 | $1.06M | 0.0% | -56.7% | 0.217% | |
5/16/2025 | NewEdge Advisors LLC | 733,924 | $23.30M | 0.1% | +1.9% | 4.750% | |
5/16/2025 | Integrated Wealth Concepts LLC | 239,537 | $7.61M | 0.1% | +4.6% | 1.550% | |
5/16/2025 | Aprio Wealth Management LLC | 47,013 | $1.49M | 0.2% | +20.5% | 0.304% | |
5/15/2025 | GW Henssler & Associates Ltd. | 24,778 | $787K | 0.0% | +108.9% | 0.160% | |
5/15/2025 | Royal Bank of Canada | 34,293 | $1.09M | 0.0% | -4.9% | 0.222% | |
5/15/2025 | Betterment LLC | 28,364 | $901K | 0.0% | -2.4% | 0.184% | |
5/15/2025 | OLD Mission Capital LLC | 36,731 | $1.17M | 0.0% | -72.5% | 0.238% | |
5/14/2025 | Napa Wealth Management | 74,355 | $2.36M | 1.3% | +94.1% | 0.481% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 383,535 | $12.18M | 0.0% | +19.7% | 2.482% | |
5/14/2025 | Lionsbridge Wealth Management LLC | 9,667 | $307K | 0.3% | -12.0% | 0.063% | |
5/13/2025 | TriaGen Wealth Management LLC | 217,226 | $6.90M | 2.4% | +3.2% | 1.406% | |
5/13/2025 | Raymond James Financial Inc. | 658,061 | $20.89M | 0.0% | +12.8% | 4.259% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 76,168 | $2.42M | 0.2% | +8.9% | 0.493% | |
5/12/2025 | Measured Wealth Private Client Group LLC | 34,848 | $1.11M | 0.4% | +5.0% | 0.226% | |
5/12/2025 | Townsquare Capital LLC | 161,306 | $5.12M | 0.1% | +8.9% | 1.044% | |
5/8/2025 | Foster & Motley Inc. | 1,067,465 | $33.89M | 2.1% | +7.7% | 6.909% | |
5/7/2025 | Foundations Investment Advisors LLC | 10,368 | $329K | 0.0% | +7.8% | 0.067% | |
5/7/2025 | LPL Financial LLC | 531,033 | $16.86M | 0.0% | +3.0% | 3.437% | |
5/7/2025 | Intellus Advisors LLC | 55,500 | $1.76M | 0.3% | +4.5% | 0.359% | |
5/7/2025 | Caliber Wealth Management LLC KS | 56,799 | $1.80M | 0.2% | N/A | 0.368% | |
5/6/2025 | Cetera Investment Advisers | 302,101 | $9.59M | 0.0% | +3.9% | 1.955% | |
5/6/2025 | Avantax Advisory Services Inc. | 7,687 | $244K | 0.0% | -4.1% | 0.050% | |
5/6/2025 | Lifeworks Advisors LLC | 13,008 | $413K | 0.1% | -50.4% | 0.084% | |
5/6/2025 | AE Wealth Management LLC | 24,098 | $765K | 0.0% | +3.8% | 0.156% | |
5/6/2025 | Ignite Planners LLC | 118,180 | $3.73M | 0.7% | -9.3% | 0.765% | |
5/5/2025 | Formidable Asset Management LLC | 23,211 | $737K | 0.1% | -12.6% | 0.150% | |
5/5/2025 | Private Advisor Group LLC | 210,431 | $6.68M | 0.0% | +4.0% | 1.362% | |
5/2/2025 | Sigma Planning Corp | 38,305 | $1.22M | 0.0% | +6.7% | 0.248% | |
5/1/2025 | Fifth Third Securities Inc. | 58,261 | $1.85M | 0.2% | +3.6% | 0.377% | |
5/1/2025 | Kesler Norman & Wride LLC | 50,915 | $1.62M | 0.3% | +11.6% | 0.330% | |
4/30/2025 | Opus Capital Group LLC | 148,937 | $4.73M | 0.6% | -1.0% | 0.964% | |
4/29/2025 | Envestnet Asset Management Inc. | 47,750 | $1.52M | 0.0% | -71.4% | 0.309% | |
4/29/2025 | CoreFirst Bank & Trust | 20,080 | $638K | 0.4% | +6.8% | 0.130% | |
4/29/2025 | ALM First Financial Advisors LLC | 393,249 | $12.49M | 2.7% | +8.9% | 2.545% | |
4/28/2025 | Clarity Capital Partners LLC | 10,018 | $318K | 0.1% | -7.1% | 0.065% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 39,376 | $1.25M | 1.2% | +13.7% | 0.255% | |
4/28/2025 | DAVENPORT & Co LLC | 32,261 | $1.02M | 0.0% | +28.0% | 0.209% | |
4/23/2025 | EQ Wealth Advisors LLC | 1,269 | $40K | 0.0% | N/A | 0.008% | |
4/21/2025 | United Advisor Group LLC | 79,790 | $2.53M | 0.5% | +6.4% | 0.508% | |
4/18/2025 | Optivise Advisory Services LLC | 18,123 | $575K | 0.3% | +7.5% | 0.115% | |
4/17/2025 | Janney Montgomery Scott LLC | 7,155 | $227K | 0.0% | -10.3% | 0.046% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 37,038 | $1.18M | 0.0% | +2.8% | 0.236% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 275,806 | $8.76M | 0.0% | -1.7% | 1.757% | |
4/15/2025 | Focus Financial Network Inc. | 9,135 | $290K | 0.0% | +39.8% | 0.058% | |
4/15/2025 | Accurate Wealth Management LLC | 57,993 | $1.74M | 0.3% | +398.0% | 0.369% | |
4/14/2025 | Farther Finance Advisors LLC | 1,356 | $43K | 0.0% | -30.1% | 0.009% | |
4/14/2025 | LexAurum Advisors LLC | 56,883 | $1.81M | 0.3% | +5.0% | 0.362% | |
4/10/2025 | Warren Street Wealth Advisors LLC | 162,556 | $5.16M | 2.0% | +8.3% | 1.035% | |
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4/10/2025 | Smith Anglin Financial LLC | 2,407,985 | $76.45M | 8.1% | +14.2% | 15.337% | |
4/9/2025 | NBC Securities Inc. | 4,589 | $145K | 0.0% | +114,625.0% | 0.029% | |
4/8/2025 | Rothschild Investment LLC | 129,474 | $4.11M | 0.3% | +0.8% | 0.825% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 280,522 | $8.78M | 0.0% | +625.5% | 1.858% | |
2/24/2025 | United Advisor Group LLC | 74,974 | $2.35M | 0.5% | +26.2% | 0.724% | |
2/19/2025 | Formidable Asset Management LLC | 26,564 | $832K | 0.1% | -18.7% | 0.257% | |
2/18/2025 | Western Wealth Management LLC | 43,298 | $1.36M | 0.4% | -4.6% | 0.418% | |
2/18/2025 | CSS LLC IL | 29,114 | $912K | 0.0% | +7.9% | 0.281% | |
2/17/2025 | Napa Wealth Management | 38,298 | $1.20M | 0.5% | N/A | 0.370% | |
2/17/2025 | Cetera Investment Advisers | 290,894 | $9.11M | 0.0% | +40.0% | 2.811% | |