10/21/2025 | Semitam Bonam LLC | 30,370 | $711K | 0.6% | N/A | 0.061% | |
10/21/2025 | Strait & Sound Wealth Management LLC | 73,140 | $1.71M | 0.7% | +14.9% | 0.147% | |
10/20/2025 | Delta Investment Management LLC | 1,019,057 | $23.85M | 4.3% | +110.5% | 2.046% | |
10/20/2025 | Accurate Wealth Management LLC | 112,405 | $2.63M | 0.4% | N/A | 0.226% | |
10/20/2025 | Segment Wealth Management LLC | 56,502 | $1.32M | 0.1% | -1.6% | 0.113% | |
10/16/2025 | Carnegie Investment Counsel | 38,615 | $904K | 0.0% | -22.2% | 0.078% | |
10/16/2025 | CRA Financial Services LLC | 16,012 | $375K | 0.1% | +2.8% | 0.032% | |
10/16/2025 | Quad Cities Investment Group LLC | 15,318 | $359K | 0.2% | -14.1% | 0.031% | |
10/15/2025 | CWM LLC | 423,658 | $9.92M | 0.0% | -3.7% | 0.856% | |
10/15/2025 | Brookstone Capital Management | 31,645 | $741K | 0.0% | +21.0% | 0.064% | |
|
10/15/2025 | Chatham Capital Group Inc. | 168,050 | $3.93M | 0.6% | +888.5% | 0.339% | |
10/15/2025 | Sound Stewardship LLC | 52,813 | $1.24M | 0.6% | +4.1% | 0.107% | |
10/14/2025 | Farther Finance Advisors LLC | 17,913 | $419K | 0.0% | +38.3% | 0.036% | |
10/14/2025 | AA Financial Advisors LLC | 77,993 | $1.83M | 0.4% | +10.4% | 0.157% | |
10/14/2025 | S.E.E.D. Planning Group LLC | 75,933 | $1.78M | 0.5% | +4.3% | 0.153% | |
10/9/2025 | Astoria Portfolio Advisors LLC. | 21,406 | $501K | 0.1% | +13.0% | 0.043% | |
10/9/2025 | Redhawk Wealth Advisors Inc. | 13,861 | $324K | 0.0% | N/A | 0.028% | |
10/7/2025 | Mirador Capital Partners LP | 3,036,943 | $71.08M | 10.1% | +46.3% | 6.062% | |
10/6/2025 | Collective Family Office LLC | 676,587 | $15.84M | 3.8% | +105.4% | 1.350% | |
10/6/2025 | Gradient Investments LLC | 30,012 | $702K | 0.0% | -9.4% | 0.060% | |
10/3/2025 | Horizons Wealth Management | 115,289 | $2.70M | 1.8% | +2.2% | 0.230% | |
10/2/2025 | GAMMA Investing LLC | 1,290 | $30K | 0.0% | -88.9% | 0.003% | |
9/4/2025 | Osaic Holdings Inc. | 547,041 | $12.76M | 0.0% | +57.1% | 1.171% | |
8/27/2025 | Orion Porfolio Solutions LLC | 57,935 | $1.35M | 0.0% | +11.7% | 0.124% | |
8/26/2025 | Thrivent Financial for Lutherans | 33,783 | $788K | 0.0% | +168.6% | 0.072% | |
8/19/2025 | Asset Dedication LLC | 3,950 | $92K | 0.0% | N/A | 0.008% | |
8/18/2025 | Tyler Stone Wealth Management | 284,051 | $6.63M | 1.1% | +22.0% | 0.608% | |
8/18/2025 | Geneos Wealth Management Inc. | 57,375 | $1.34M | 0.0% | +4.3% | 0.123% | |
8/15/2025 | Captrust Financial Advisors | 18,997 | $443K | 0.0% | -92.9% | 0.041% | |
8/15/2025 | WFA of San Diego LLC | 1,810 | $42K | 0.0% | N/A | 0.004% | |
8/15/2025 | Orion Porfolio Solutions LLC | 57,935 | $1.35M | 0.0% | +11.7% | 0.124% | |
8/15/2025 | MML Investors Services LLC | 246,486 | $5.75M | 0.0% | +4.7% | 0.528% | |
8/15/2025 | IHT Wealth Management LLC | 236,273 | $5.51M | 0.2% | +2.3% | 0.506% | |
8/15/2025 | Bank of America Corp DE | 422,772 | $9.86M | 0.0% | +0.8% | 0.905% | |
8/15/2025 | Ameriprise Financial Inc. | 166,255 | $3.88M | 0.0% | +4.5% | 0.356% | |
8/14/2025 | Jane Street Group LLC | 104,904 | $2.45M | 0.0% | -65.5% | 0.225% | |
8/14/2025 | Raymond James Financial Inc. | 1,558,291 | $36.36M | 0.0% | -28.1% | 3.337% | |
8/14/2025 | Diversify Wealth Management LLC | 23,818 | $557K | 0.0% | N/A | 0.051% | |
8/14/2025 | Diversify Advisory Services LLC | 8,955 | $210K | 0.0% | -9.0% | 0.019% | |
8/14/2025 | HUB Investment Partners LLC | 170,492 | $3.98M | 0.1% | -7.2% | 0.365% | |
|
8/14/2025 | NewEdge Advisors LLC | 62,655 | $1.46M | 0.0% | -4.3% | 0.134% | |
8/13/2025 | Brown Advisory Inc. | 45,180 | $1.05M | 0.0% | +4.5% | 0.097% | |
8/13/2025 | Invesco Ltd. | 144,281 | $3.37M | 0.0% | +29.4% | 0.309% | |
8/13/2025 | RPg Family Wealth Advisory LLC | 159,685 | $3.73M | 1.0% | +5.3% | 0.342% | |
8/13/2025 | Lido Advisors LLC | 85,535 | $2.00M | 0.0% | +117.5% | 0.183% | |
8/13/2025 | Stablepoint Partners LLC | 150,244 | $3.51M | 0.6% | +7.2% | 0.322% | |
8/13/2025 | Quadrature Capital Ltd | 37,449 | $874K | 0.0% | N/A | 0.080% | |
8/12/2025 | J.W. Cole Advisors Inc. | 29,635 | $691K | 0.0% | -6.5% | 0.063% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 15,684 | $366K | 0.0% | -77.9% | 0.034% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 823,523 | $19.21M | 1.3% | +1.1% | 1.763% | |
8/12/2025 | Absolute Capital Management LLC | 40,476 | $944K | 0.5% | -7.5% | 0.087% | |
8/12/2025 | NFP Retirement Inc. | 45,879 | $1.07M | 0.1% | +3.4% | 0.098% | |
8/11/2025 | TD Waterhouse Canada Inc. | 59,268 | $1.38M | 0.0% | +70.3% | 0.127% | |
8/8/2025 | Cetera Investment Advisers | 1,353,088 | $31.57M | 0.1% | -3.3% | 2.897% | |
8/8/2025 | Foundations Investment Advisors LLC | 139,695 | $3.26M | 0.1% | +7.3% | 0.299% | |
8/8/2025 | Intrua Financial LLC | 236,040 | $5.51M | 0.7% | -2.7% | 0.505% | |
8/7/2025 | 49 Wealth Management LLC | 146,828 | $3.43M | 0.4% | +1.9% | 0.314% | |
8/7/2025 | SFE Investment Counsel | 316,978 | $7.40M | 1.3% | -2.6% | 0.679% | |
8/6/2025 | Prospera Financial Services Inc | 161,951 | $3.78M | 0.1% | +2.6% | 0.347% | |
8/6/2025 | Rovin Capital UT ADV | 220,261 | $5.14M | 1.6% | +4.8% | 0.472% | |
8/6/2025 | Valtinson Bruner Financial Planning LLC | 17,357 | $405K | 0.1% | +2.8% | 0.037% | |
8/6/2025 | Atlantic Union Bankshares Corp | 10,450 | $244K | 0.0% | +10.8% | 0.022% | |
8/5/2025 | Pacific Wealth Strategies Group Inc. | 100,717 | $2.35M | 1.6% | +29.9% | 0.216% | |
8/5/2025 | Verity Asset Management Inc. | 328,992 | $7.68M | 3.7% | +20.8% | 0.704% | |
8/5/2025 | Summit Investment Advisory Services LLC | 275,372 | $6.42M | 5.5% | N/A | 0.590% | |
8/4/2025 | AlphaStar Capital Management LLC | 21,009 | $490K | 0.0% | +2.8% | 0.045% | |
8/4/2025 | Atria Investments Inc | 372,870 | $8.70M | 0.1% | N/A | 0.798% | |
8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 488,549 | $11.40M | 0.1% | +2,185.7% | 1.046% | |
8/1/2025 | Advisory Alpha LLC | 422,336 | $9.85M | 0.3% | +15.3% | 0.912% | |
8/1/2025 | Koss Olinger Consulting LLC | 16,687 | $389K | 0.0% | -6.4% | 0.036% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 1,082,054 | $25.24M | 0.9% | -3.7% | 2.337% | |
8/1/2025 | Delta Investment Management LLC | 484,033 | $11.29M | 2.2% | +49.8% | 1.045% | |
8/1/2025 | Envestnet Asset Management Inc. | 683,504 | $15.95M | 0.0% | -0.5% | 1.476% | |
7/31/2025 | Strait & Sound Wealth Management LLC | 63,678 | $1.49M | 0.6% | +38.0% | 0.138% | |
7/31/2025 | Insight Wealth Partners LLC | 24,586 | $574K | 0.2% | -95.7% | 0.053% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 106,229 | $2.48M | 1.0% | +41.0% | 0.229% | |
7/31/2025 | Carnegie Investment Counsel | 49,615 | $1.16M | 0.0% | -6.0% | 0.107% | |
7/30/2025 | Strategic Blueprint LLC | 47,316 | $1.10M | 0.1% | +42.7% | 0.102% | |
7/30/2025 | Brookstone Capital Management | 26,153 | $610K | 0.0% | -11.5% | 0.056% | |
7/29/2025 | Stephens Inc. AR | 24,402 | $569K | 0.0% | -27.1% | 0.053% | |
7/29/2025 | Stratos Wealth Partners LTD. | 10,637 | $248K | 0.0% | +21.5% | 0.023% | |
7/29/2025 | BXM Wealth LLC | 20,384 | $476K | 0.6% | +29.3% | 0.044% | |
7/29/2025 | Private Trust Co. NA | 9,713 | $227K | 0.0% | +94.4% | 0.021% | |
7/28/2025 | Mutual Advisors LLC | 14,633 | $341K | 0.0% | -3.3% | 0.032% | |
7/28/2025 | RFG Advisory LLC | 15,300 | $357K | 0.0% | -5.7% | 0.033% | |
7/25/2025 | Atria Wealth Solutions Inc. | 53,655 | $1.25M | 0.0% | -33.2% | 0.116% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 18,946 | $441K | 0.1% | N/A | 0.041% | |
7/25/2025 | MGO One Seven LLC | 49,890 | $1.16M | 0.0% | +27.1% | 0.108% | |
7/25/2025 | CWM LLC | 439,721 | $10.26M | 0.0% | -10.8% | 0.952% | |
7/24/2025 | Leo Wealth LLC | 252,279 | $5.89M | 0.5% | N/A | 0.546% | |
|
7/24/2025 | McElhenny Sheffield Capital Management LLC | 2,000 | $47K | 0.0% | N/A | 0.004% | |
7/22/2025 | 4Thought Financial Group Inc. | 20,993 | $490K | 0.3% | -3.1% | 0.046% | |
7/21/2025 | Segment Wealth Management LLC | 57,422 | $1.34M | 0.1% | -1.9% | 0.126% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 32,356 | $755K | 0.0% | +2.4% | 0.071% | |
7/21/2025 | River Street Advisors LLC | 177,493 | $4.14M | 1.8% | -11.1% | 0.388% | |
7/21/2025 | OLD Second National Bank of Aurora | 210,756 | $4.92M | 1.1% | +6.2% | 0.461% | |
7/17/2025 | HB Wealth Management LLC | 29,869 | $697K | 0.0% | N/A | 0.066% | |
7/17/2025 | Janney Montgomery Scott LLC | 26,230 | $612K | 0.0% | -12.9% | 0.058% | |
7/17/2025 | Camelot Portfolios LLC | 105,806 | $2.47M | 1.5% | -5.8% | 0.234% | |
7/17/2025 | Avior Wealth Management LLC | 343,851 | $8.02M | 0.3% | +2.7% | 0.761% | |