8/14/2025 | Vivaldi Capital Management LP | 4,132 | $588K | 0.1% | N/A | 0.036% | |
8/14/2025 | NewEdge Advisors LLC | 6,605 | $940K | 0.0% | -8.8% | 0.057% | |
8/13/2025 | PGIM Custom Harvest LLC | 341,286 | $48.57M | 1.0% | +40.5% | 2.968% | |
8/13/2025 | Royal Fund Management LLC | 2,875 | $409K | 0.0% | -97.0% | 0.025% | |
8/13/2025 | Baird Financial Group Inc. | 16,673 | $2.37M | 0.0% | -27.6% | 0.145% | |
8/13/2025 | CW Advisors LLC | 5,811 | $827K | 0.0% | +5.1% | 0.051% | |
8/13/2025 | D L Carlson Investment Group Inc. | 7,055 | $1.00M | 0.2% | -6.8% | 0.061% | |
8/13/2025 | Scotia Capital Inc. | 11,729 | $1.67M | 0.0% | -1.6% | 0.102% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 9,591 | $1.37M | 0.0% | +5.8% | 0.083% | |
8/12/2025 | J.W. Cole Advisors Inc. | 1,410 | $201K | 0.0% | N/A | 0.012% | |
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8/12/2025 | Laurel Wealth Advisors LLC | 1,764,644 | $251.13M | 0.2% | +14,556.5% | 15.345% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 30,854 | $4.39M | 0.0% | +438.2% | 0.268% | |
8/12/2025 | CreativeOne Wealth LLC | 1,561 | $222K | 0.0% | -54.7% | 0.014% | |
8/12/2025 | AlphaCore Capital LLC | 877 | $125K | 0.0% | +596.0% | 0.008% | |
8/12/2025 | JPMorgan Chase & Co. | 20,000 | $2.85M | 0.0% | +38.2% | 0.174% | |
8/11/2025 | TD Waterhouse Canada Inc. | 1,680 | $239K | 0.0% | -15.2% | 0.015% | |
8/8/2025 | Rockefeller Capital Management L.P. | 57,701 | $8.21M | 0.0% | +3.3% | 0.502% | |
8/8/2025 | Woodley Farra Manion Portfolio Management Inc. | 2,986 | $425K | 0.0% | +2.9% | 0.026% | |
8/8/2025 | Cetera Investment Advisers | 47,871 | $6.81M | 0.0% | +2.0% | 0.416% | |
8/8/2025 | Meridian Wealth Management LLC | 4,969 | $707K | 0.0% | -2.1% | 0.043% | |
8/8/2025 | Empower Advisory Group LLC | 2,002 | $285K | 0.0% | +19.2% | 0.017% | |
8/8/2025 | PNC Financial Services Group Inc. | 4,776 | $680K | 0.0% | -15.6% | 0.042% | |
8/7/2025 | Blackston Financial Advisory Group LLC | 1,711 | $243K | 0.1% | -8.0% | 0.015% | |
8/7/2025 | Allworth Financial LP | 5,242 | $746K | 0.0% | -15.1% | 0.046% | |
8/7/2025 | Fountainhead AM LLC | 3,747 | $533K | 0.1% | N/A | 0.033% | |
8/7/2025 | Rollins Financial Advisors LLC | 10,534 | $1.50M | 0.2% | +62.2% | 0.092% | |
8/6/2025 | Prospera Financial Services Inc | 77,904 | $11.09M | 0.2% | -53.0% | 0.677% | |
8/6/2025 | Modera Wealth Management LLC | 5,614 | $799K | 0.0% | +13.7% | 0.049% | |
8/6/2025 | Atlantic Union Bankshares Corp | 643 | $92K | 0.0% | N/A | 0.006% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 1,442 | $205K | 0.0% | -34.3% | 0.013% | |
8/5/2025 | Huntington National Bank | 8,816 | $1.26M | 0.0% | -6.4% | 0.077% | |
8/5/2025 | Bank of Montreal Can | 11,262 | $1.60M | 0.0% | +26.9% | 0.098% | |
8/5/2025 | Kesler Norman & Wride LLC | 4,290 | $610K | 0.1% | -30.5% | 0.037% | |
8/4/2025 | Tradewinds LLC. | 11,926 | $1.70M | 1.3% | N/A | 0.104% | |
8/4/2025 | IFG Advisory LLC | 4,318 | $615K | 0.0% | -4.2% | 0.038% | |
8/4/2025 | Atria Investments Inc | 20,479 | $2.91M | 0.0% | +14.1% | 0.178% | |
8/4/2025 | Arkadios Wealth Advisors | 4,525 | $644K | 0.0% | -7.4% | 0.039% | |
8/1/2025 | Planning Directions Inc. | 7,395 | $1.05M | 0.6% | -11.0% | 0.064% | |
8/1/2025 | Zhang Financial LLC | 1,654 | $235K | 0.0% | N/A | 0.014% | |
8/1/2025 | Bessemer Group Inc. | 220 | $31K | 0.0% | N/A | 0.002% | |
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8/1/2025 | Envestnet Asset Management Inc. | 39,501 | $5.62M | 0.0% | +61.6% | 0.343% | |
7/31/2025 | Cardinal Point Capital Management ULC | 1,800 | $256K | 0.0% | N/A | 0.016% | |
7/31/2025 | Carnegie Investment Counsel | 2,398 | $341K | 0.0% | N/A | 0.021% | |
7/30/2025 | LGT Financial Advisors LLC | 2,396 | $341K | 0.9% | +6.3% | 0.021% | |
7/29/2025 | Stephens Inc. AR | 5,265 | $749K | 0.0% | -32.2% | 0.046% | |
7/29/2025 | Wealthstream Advisors Inc. | 1,490 | $212K | 0.0% | N/A | 0.013% | |
7/29/2025 | Dale Q Rice Investment Management Ltd | 2,008 | $289K | 0.2% | -51.4% | 0.017% | |
7/29/2025 | Harbor Asset Planning Inc. | 217 | $31K | 0.0% | N/A | 0.002% | |
7/28/2025 | Rik Saylor Financial Inc. | 8,823 | $1.26M | 1.0% | -1.9% | 0.077% | |
7/28/2025 | Mutual Advisors LLC | 5,821 | $863K | 0.0% | +12.5% | 0.051% | |
7/28/2025 | Essex LLC | 11,582 | $1.65M | 0.3% | +19.9% | 0.101% | |
7/28/2025 | Harbour Investments Inc. | 1,434 | $204K | 0.0% | +76.4% | 0.012% | |
7/28/2025 | Axxcess Wealth Management LLC | 5,328 | $758K | 0.0% | N/A | 0.046% | |
7/25/2025 | Atria Wealth Solutions Inc. | 1,723 | $245K | 0.0% | N/A | 0.015% | |
7/25/2025 | Concord Wealth Partners | 216 | $31K | 0.0% | -49.8% | 0.002% | |
7/25/2025 | Sequoia Financial Advisors LLC | 2,769 | $394K | 0.0% | +58.6% | 0.024% | |
7/25/2025 | Griffin Asset Management Inc. | 2,387 | $340K | 0.0% | +9.5% | 0.021% | |
7/25/2025 | M3 Advisory Group LLC | 3,665 | $522K | 0.4% | -9.9% | 0.032% | |
7/25/2025 | Muirfield Wealth Advisors LLC | 4,374 | $622K | 0.5% | -9.8% | 0.038% | |
7/25/2025 | Concurrent Investment Advisors LLC | 1,894 | $270K | 0.0% | -3.9% | 0.016% | |
7/24/2025 | Blair William & Co. IL | 4,097 | $583K | 0.0% | -4.2% | 0.036% | |
7/23/2025 | Ignite Planners LLC | 9,066 | $1.31M | 0.2% | +4.1% | 0.079% | |
7/23/2025 | Castle Rock Wealth Management LLC | 18,059 | $2.62M | 0.6% | +372.1% | 0.157% | |
7/23/2025 | Lakeshore Capital Group Inc. | 3,914 | $557K | 0.5% | -6.3% | 0.034% | |
7/23/2025 | Independent Solutions Wealth Management LLC | 1,838 | $262K | 0.1% | N/A | 0.016% | |
7/22/2025 | DAVENPORT & Co LLC | 13,776 | $1.96M | 0.0% | +9.9% | 0.120% | |
7/21/2025 | NTV Asset Management LLC | 5,262 | $749K | 0.1% | -5.4% | 0.046% | |
7/21/2025 | QRG Capital Management Inc. | 2,118 | $301K | 0.0% | N/A | 0.018% | |
7/21/2025 | Ameritas Advisory Services LLC | 4,012 | $571K | 0.0% | -38.4% | 0.035% | |
7/18/2025 | Truist Financial Corp | 43,760 | $6.23M | 0.0% | +127.3% | 0.381% | |
7/17/2025 | Janney Montgomery Scott LLC | 53,254 | $7.58M | 0.0% | -6.6% | 0.463% | |
7/17/2025 | Fifth Third Securities Inc. | 9,750 | $1.39M | 0.1% | +7.9% | 0.085% | |
7/17/2025 | Tritonpoint Wealth LLC | 8,853 | $1.26M | 0.1% | -6.8% | 0.077% | |
7/16/2025 | MinichMacGregor Wealth Management LLC | 70,924 | $10.09M | 2.1% | +26.3% | 0.617% | |
7/16/2025 | Stillwater Capital Advisors LLC | 11,974 | $1.70M | 0.2% | -1.0% | 0.104% | |
7/16/2025 | Southern Capital Advisors LLC | 30,982 | $4.41M | 2.3% | +0.8% | 0.269% | |
7/16/2025 | Swisher Financial Concepts Inc. | 4,152 | $591K | 0.4% | -6.8% | 0.036% | |
7/16/2025 | Beaumont Financial Advisors LLC | 1,534 | $218K | 0.0% | N/A | 0.013% | |
7/16/2025 | CX Institutional | 24,208 | $3.45M | 0.1% | +22.4% | 0.211% | |
7/16/2025 | Cadent Capital Advisors LLC | 34,517 | $4.91M | 1.6% | +1.0% | 0.300% | |
7/16/2025 | Perigon Wealth Management LLC | 16,875 | $2.40M | 0.1% | -0.5% | 0.147% | |
7/16/2025 | Kennicott Capital Management LLC | 7,484 | $1.07M | 0.6% | N/A | 0.065% | |
7/15/2025 | Well Done LLC | 41,159 | $5.86M | 1.1% | +12.0% | 0.358% | |
7/15/2025 | Shulman DeMeo Asset Management LLC | 19,261 | $2.74M | 0.7% | -0.4% | 0.167% | |
7/15/2025 | EWG Elevate Inc. | 13,118 | $1.87M | 0.6% | N/A | 0.114% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 3,979 | $566K | 0.0% | -11.4% | 0.035% | |
7/11/2025 | Farther Finance Advisors LLC | 713 | $101K | 0.0% | +47.6% | 0.006% | |
7/11/2025 | CX Institutional | 24,208 | $3.45M | 0.1% | +22.4% | 0.211% | |
7/11/2025 | Westwind Capital | 8,212 | $1.17M | 0.2% | N/A | 0.071% | |
7/10/2025 | Kozak & Associates Inc. | 132,637 | $19.20M | 3.9% | +21.9% | 1.153% | |
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7/10/2025 | Ferguson Wellman Capital Management Inc. | 65,995 | $9.39M | 0.2% | -0.2% | 0.574% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,608 | $378K | 0.0% | N/A | 0.023% | |
7/10/2025 | Sovran Advisors LLC | 4,396 | $633K | 0.1% | -6.2% | 0.038% | |
7/9/2025 | Central Valley Advisors LLC | 4,283 | $610K | 0.2% | N/A | 0.037% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 1,407 | $200K | 0.0% | -26.3% | 0.012% | |
7/7/2025 | Capital Asset Advisory Services LLC | 5,328 | $764K | 0.0% | N/A | 0.047% | |
7/7/2025 | First Citizens Financial Corp | 33,769 | $4.81M | 2.6% | -13.0% | 0.298% | |
7/7/2025 | Modus Advisors LLC | 43,743 | $6.23M | 1.8% | +0.4% | 0.385% | |
6/27/2025 | Goldman Sachs Group Inc. | 59,097 | $7.69M | 0.0% | -22.6% | 0.521% | |
5/22/2025 | Rollins Financial Advisors LLC | 6,496 | $846K | 0.1% | +13.9% | 0.057% | |