7/9/2025 | Triumph Capital Management | 66,303 | $1.64M | 0.5% | N/A | 0.082% | |
7/8/2025 | Next Level Private LLC | 25,106 | $620K | 0.2% | -9.8% | 0.031% | |
7/8/2025 | Adamsbrown Wealth Consultants LLC | 541,004 | $13.37M | 3.9% | +15.4% | 0.667% | |
7/3/2025 | TrueWealth Advisors LLC | 37,736 | $932K | 0.3% | +2.0% | 0.047% | |
7/1/2025 | Park National Corp OH | 718,063 | $17.74M | 0.6% | +2.6% | 0.885% | |
5/19/2025 | Jane Street Group LLC | 110,807 | $2.63M | 0.0% | +215.9% | 0.142% | |
5/16/2025 | Prostatis Group LLC | 144,899 | $3.44M | 1.1% | +3.9% | 0.186% | |
5/16/2025 | Faithward Advisors LLC | 17,283 | $410K | 0.1% | +8.4% | 0.022% | |
5/16/2025 | Coppell Advisory Solutions LLC | 18,563 | $425K | 0.0% | N/A | 0.024% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 48,854 | $1.16M | 0.0% | +8.0% | 0.063% | |
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5/16/2025 | Goldman Sachs Group Inc. | 99,240 | $2.35M | 0.0% | N/A | 0.122% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 20,631 | $489K | 0.3% | +24.2% | 0.026% | |
5/16/2025 | Plotkin Financial Advisors LLC | 29,758 | $706K | 0.4% | +151.1% | 0.038% | |
5/15/2025 | Royal Bank of Canada | 1,672,762 | $39.68M | 0.0% | +41.1% | 2.146% | |
5/15/2025 | Calton & Associates Inc. | 23,634 | $561K | 0.1% | +36.4% | 0.030% | |
5/14/2025 | Truvestments Capital LLC | 81,499 | $1.93M | 0.4% | -12.5% | 0.105% | |
5/14/2025 | Delta Investment Management LLC | 71,888 | $1.71M | 0.3% | -22.0% | 0.092% | |
5/14/2025 | CreativeOne Wealth LLC | 48,833 | $1.16M | 0.0% | +1.3% | 0.063% | |
5/14/2025 | WCG Wealth Advisors LLC | 27,703 | $657K | 0.0% | N/A | 0.036% | |
5/14/2025 | Synovus Financial Corp | 11,955 | $284K | 0.0% | N/A | 0.015% | |
5/14/2025 | Kestra Advisory Services LLC | 469,604 | $11.14M | 0.1% | -18.6% | 0.602% | |
5/14/2025 | Compound Planning Inc. | 44,969 | $1.07M | 0.0% | -1.4% | 0.058% | |
5/14/2025 | Capital Analysts LLC | 88,019 | $2.09M | 0.1% | +13.9% | 0.113% | |
5/13/2025 | Tyler Stone Wealth Management | 27,211 | $645K | 0.1% | +7.0% | 0.035% | |
5/13/2025 | Raymond James Financial Inc. | 2,181,684 | $51.75M | 0.0% | +34.7% | 2.799% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 25,590 | $607K | 0.0% | -87.2% | 0.033% | |
5/13/2025 | EverSource Wealth Advisors LLC | 28,977 | $687K | 0.0% | +14.8% | 0.037% | |
5/13/2025 | HighTower Advisors LLC | 280,235 | $6.65M | 0.0% | +0.9% | 0.360% | |
5/13/2025 | Core Wealth Partners LLC | 14,436 | $342K | 0.2% | N/A | 0.019% | |
5/12/2025 | Founders Financial Alliance LLC | 4,500 | $107K | 0.0% | +800.0% | 0.006% | |
5/9/2025 | Comprehensive Financial Planning Inc. PA | 41,371 | $981K | 1.0% | +1.6% | 0.053% | |
5/9/2025 | Atria Wealth Solutions Inc. | 79,305 | $1.88M | 0.0% | +37.6% | 0.102% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,700,031 | $40.33M | 0.1% | +3.6% | 2.181% | |
5/8/2025 | Harbour Investments Inc. | 512,004 | $12.15M | 0.3% | +10.4% | 0.657% | |
5/8/2025 | Atlas Wealth LLC | 112,560 | $2.67M | 1.0% | -8.2% | 0.144% | |
5/8/2025 | Arkadios Wealth Advisors | 39,043 | $926K | 0.0% | +26.7% | 0.050% | |
5/8/2025 | Marshall Investment Management LLC | 17,029 | $404K | 0.3% | +11.0% | 0.022% | |
5/7/2025 | N.E.W. Advisory Services LLC | 12,610 | $299K | 0.0% | N/A | 0.016% | |
5/7/2025 | SLT Holdings LLC | 44,700 | $1.06M | 1.1% | -4.0% | 0.058% | |
5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 294,212 | $6.98M | 0.7% | +22.5% | 0.384% | |
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5/7/2025 | Foundations Investment Advisors LLC | 62,499 | $1.48M | 0.0% | -6.6% | 0.082% | |
5/7/2025 | LPL Financial LLC | 6,889,305 | $163.41M | 0.1% | +15.3% | 9.000% | |
5/7/2025 | Second Half Financial Partners LLC | 620,431 | $14.72M | 7.3% | -15.5% | 0.810% | |
5/7/2025 | Semus Wealth Partners LLC | 115,354 | $2.74M | 1.9% | +16.4% | 0.151% | |
5/7/2025 | Resolute Wealth Strategies LLC | 43,939 | $1.04M | 0.6% | +33.9% | 0.057% | |
5/7/2025 | Spectrum Wealth Counsel LLC | 1,061,445 | $25.18M | 3.0% | +1.1% | 1.387% | |
5/7/2025 | First Heartland Consultants Inc. | 17,799 | $422K | 0.0% | -2.7% | 0.023% | |
5/6/2025 | Cetera Investment Advisers | 1,362,285 | $32.31M | 0.1% | +16.2% | 1.780% | |
5/6/2025 | Avantax Advisory Services Inc. | 181,790 | $4.31M | 0.0% | -7.9% | 0.237% | |
5/6/2025 | Brookwood Investment Group LLC | 8,778 | $208K | 0.0% | N/A | 0.011% | |
5/6/2025 | Lifeworks Advisors LLC | 58,302 | $1.38M | 0.2% | N/A | 0.076% | |
5/6/2025 | Pinnacle Associates Ltd. | 731,707 | $17.36M | 0.3% | +16.6% | 0.956% | |
5/6/2025 | AE Wealth Management LLC | 14,931 | $354K | 0.0% | -12.1% | 0.020% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 19,324 | $458K | 0.2% | +36.1% | 0.025% | |
5/5/2025 | Hazlett Burt & Watson Inc. | 1,792 | $43K | 0.0% | N/A | 0.002% | |
5/5/2025 | J.W. Cole Advisors Inc. | 88,043 | $2.09M | 0.1% | +91.0% | 0.115% | |
5/5/2025 | IFP Advisors Inc | 79,804 | $1.89M | 0.1% | +12.6% | 0.104% | |
5/5/2025 | Calton & Associates Inc. | 14,961 | $355K | 0.0% | -13.6% | 0.020% | |
5/5/2025 | Kestra Private Wealth Services LLC | 57,874 | $1.37M | 0.0% | +5.2% | 0.076% | |
5/5/2025 | ARQ Wealth Advisors LLC | 109,947 | $2.61M | 1.0% | +76.2% | 0.144% | |
5/5/2025 | Formidable Asset Management LLC | 9,475 | $225K | 0.0% | N/A | 0.012% | |
5/5/2025 | Private Advisor Group LLC | 156,390 | $3.71M | 0.0% | +9.3% | 0.204% | |
5/2/2025 | Independent Wealth Network Inc. | 16,914 | $401K | 0.2% | +26.8% | 0.022% | |
5/2/2025 | Kingsview Wealth Management LLC | 166,909 | $3.96M | 0.1% | -3.5% | 0.218% | |
5/2/2025 | Boyce & Associates Wealth Consulting Inc. | 55,642 | $1.32M | 1.3% | +19.8% | 0.073% | |
5/2/2025 | SBI Securities Co. Ltd. | 1,756 | $42K | 0.0% | +360.9% | 0.002% | |
5/2/2025 | Apollon Wealth Management LLC | 15,244 | $362K | 0.0% | +8.0% | 0.020% | |
5/2/2025 | Sigma Planning Corp | 67,909 | $1.61M | 0.1% | -22.5% | 0.089% | |
5/1/2025 | CWM LLC | 62,127 | $1.47M | 0.0% | +4.2% | 0.081% | |
5/1/2025 | Stephens Inc. AR | 93,595 | $2.22M | 0.0% | +2.7% | 0.122% | |
5/1/2025 | Gateway Wealth Partners LLC | 162,429 | $3.85M | 0.9% | N/A | 0.212% | |
5/1/2025 | SteelPeak Wealth LLC | 45,250 | $1.07M | 0.0% | -4.6% | 0.059% | |
4/30/2025 | Moloney Securities Asset Management LLC | 56,554 | $1.34M | 0.2% | +1.8% | 0.074% | |
4/30/2025 | Rehmann Capital Advisory Group | 87,935 | $2.09M | 0.1% | -18.1% | 0.115% | |
4/30/2025 | Stratos Wealth Partners LTD. | 23,662 | $561K | 0.0% | +180.2% | 0.031% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 16,520 | $392K | 0.0% | +18.0% | 0.022% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,656,121 | $39.28M | 0.0% | -0.8% | 2.163% | |
4/29/2025 | Chilton Capital Management LLC | 27,381 | $649K | 0.0% | +153.9% | 0.036% | |
4/29/2025 | Concurrent Investment Advisors LLC | 191,755 | $4.55M | 0.1% | +40.4% | 0.250% | |
4/29/2025 | Truist Financial Corp | 1,333,490 | $31.63M | 0.1% | -3.3% | 1.742% | |
4/29/2025 | Capital Investment Advisory Services LLC | 137,672 | $3.27M | 0.3% | +85.7% | 0.180% | |
4/29/2025 | Silver Oak Securities Incorporated | 263,693 | $6.20M | 0.6% | +13.7% | 0.344% | |
4/29/2025 | Aurora Private Wealth Inc. | 30,851 | $732K | 0.2% | +14.0% | 0.040% | |
4/28/2025 | TKG Advisors LLC | 17,685 | $419K | 0.2% | -3.1% | 0.023% | |
4/28/2025 | D.A. Davidson & CO. | 91,479 | $2.17M | 0.0% | +7.5% | 0.120% | |
4/28/2025 | Novem Group | 21,685 | $514K | 0.1% | +2.2% | 0.028% | |
4/28/2025 | Private Trust Co. NA | 24,786 | $588K | 0.1% | +23.7% | 0.032% | |
4/28/2025 | Clear Creek Financial Management LLC | 8,620 | $204K | 0.0% | N/A | 0.011% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 2,000 | $47K | 0.0% | N/A | 0.003% | |
4/25/2025 | G&S Capital LLC | 130,685 | $3.10M | 1.3% | +7.5% | 0.171% | |
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4/25/2025 | Argent Advisors Inc. | 398,017 | $9.44M | 3.2% | +50.8% | 0.520% | |
4/25/2025 | Ameritas Advisory Services LLC | 61,379 | $1.47M | 0.1% | +13.3% | 0.080% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 35,539 | $843K | 0.0% | +3.5% | 0.046% | |
4/24/2025 | Sunbelt Securities Inc. | 17,366 | $412K | 0.0% | +2.6% | 0.023% | |
4/23/2025 | KPP Advisory Services LLC | 86,344 | $2.05M | 0.4% | +6.8% | 0.113% | |
4/23/2025 | Aurora Private Wealth Inc. | 30,851 | $732K | 0.0% | +14.0% | 0.040% | |
4/23/2025 | Spire Wealth Management | 2,675 | $63K | 0.0% | N/A | 0.003% | |
4/23/2025 | Global Assets Advisory LLC | 107,850 | $2.42M | 0.5% | +195.9% | 0.141% | |
4/23/2025 | Econ Financial Services Corp | 66,551 | $1.58M | 0.8% | N/A | 0.087% | |
4/23/2025 | International Assets Investment Management LLC | 43,349 | $1.03M | 0.0% | -20.8% | 0.057% | |