7/15/2025 | Traction Financial Partners LLC | 40,555 | $2.00M | 1.4% | +18.3% | 0.039% | |
7/15/2025 | EWG Elevate Inc. | 203,702 | $10.03M | 3.1% | -0.2% | 0.196% | |
7/15/2025 | James J. Burns & Company LLC | 88,080 | $4.34M | 0.7% | -0.7% | 0.085% | |
7/15/2025 | Hidden Cove Wealth Management LLC | 16,122 | $794K | 0.6% | N/A | 0.016% | |
7/14/2025 | AdvisorNet Financial Inc | 5,792 | $285K | 0.0% | +32.3% | 0.006% | |
7/14/2025 | Chris Bulman Inc | 18,407 | $907K | 0.5% | +4.8% | 0.018% | |
7/14/2025 | Financial Enhancement Group LLC | 369,039 | $18.14M | 2.6% | -25.8% | 0.355% | |
7/14/2025 | Capital CS Group LLC | 9,044 | $446K | 0.7% | -4.9% | 0.009% | |
7/14/2025 | Iams Wealth Management LLC | 36,861 | $1.82M | 0.8% | -26.2% | 0.035% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 58,923 | $2.90M | 0.1% | -13.4% | 0.057% | |
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7/14/2025 | Park Avenue Securities LLC | 42,202 | $2.08M | 0.0% | +2.2% | 0.041% | |
7/14/2025 | Sowell Financial Services LLC | 42,269 | $2.08M | 0.1% | +598.2% | 0.041% | |
7/11/2025 | Farther Finance Advisors LLC | 5,102 | $251K | 0.0% | -74.3% | 0.005% | |
7/11/2025 | Kaydan Wealth Management Inc. | 4,351 | $214K | 0.1% | N/A | 0.004% | |
7/11/2025 | Grove Bank & Trust | 156,777 | $7.72M | 1.0% | +2.4% | 0.151% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 175,600 | $8.65M | 1.1% | N/A | 0.169% | |
7/10/2025 | Bigelow Investment Advisors LLC | 48,354 | $2.38M | 1.0% | +6.6% | 0.047% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 32,976 | $1.62M | 0.0% | -13.4% | 0.032% | |
7/10/2025 | American Financial Advisors LLC | 341,217 | $16.81M | 2.3% | -0.7% | 0.329% | |
7/10/2025 | Secure Asset Management LLC | 194,782 | $9.60M | 1.8% | -4.1% | 0.188% | |
7/10/2025 | Signal Advisors Wealth LLC | 5,657 | $279K | 0.0% | +23.4% | 0.005% | |
7/10/2025 | Focus Financial Network Inc. | 7,395 | $364K | 0.0% | -27.9% | 0.007% | |
7/10/2025 | Sovran Advisors LLC | 6,887 | $338K | 0.0% | -52.0% | 0.007% | |
7/9/2025 | Towerpoint Wealth LLC | 17,580 | $866K | 0.4% | +2.0% | 0.017% | |
7/9/2025 | Aaron Wealth Advisors LLC | 357,186 | $17.60M | 1.8% | +1.4% | 0.344% | |
7/9/2025 | Keystone Wealth Services LLC | 72,344 | $3.56M | 0.9% | +0.8% | 0.070% | |
7/9/2025 | Divergent Planning LLC | 16,475 | $812K | 0.3% | N/A | 0.016% | |
7/9/2025 | Balefire LLC | 24,758 | $1.22M | 0.3% | N/A | 0.024% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 422,450 | $20.81M | 2.8% | +2.5% | 0.407% | |
7/9/2025 | Searcy Financial Services Inc. ADV | 395,350 | $19.48M | 7.9% | +1.3% | 0.381% | |
7/9/2025 | Triumph Capital Management | 115,777 | $5.70M | 1.7% | +3.6% | 0.112% | |
7/8/2025 | Braun Bostich & Associates Inc. | 71,134 | $3.50M | 2.4% | -1.1% | 0.069% | |
7/8/2025 | Adamsbrown Wealth Consultants LLC | 111,893 | $5.51M | 1.6% | +13.5% | 0.108% | |
7/8/2025 | Atwood & Palmer Inc. | 23,710 | $1.17M | 0.1% | -92.4% | 0.023% | |
7/8/2025 | Prism Advisors Inc. | 263,224 | $12.97M | 3.7% | -7.6% | 0.254% | |
7/8/2025 | MRA Advisory Group | 199,464 | $9.83M | 4.6% | -5.6% | 0.192% | |
7/8/2025 | RMR Wealth Builders | 10,551 | $520K | 0.0% | N/A | 0.010% | |
7/8/2025 | Goldstone Financial Group LLC | 8,569 | $422K | 0.1% | +54.8% | 0.008% | |
7/8/2025 | First International Bank & Trust | 210,826 | $10.39M | 3.6% | -5.6% | 0.203% | |
7/8/2025 | TL Private Wealth | 298,480 | $14.64M | 6.1% | -1.3% | 0.288% | |
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7/8/2025 | Parallel Advisors LLC | 4,323 | $213K | 0.0% | +15.9% | 0.004% | |
7/7/2025 | Wesbanco Bank Inc. | 93,437 | $4.60M | 0.1% | N/A | 0.090% | |
7/7/2025 | Vishria Bird Financial Group LLC | 15,137 | $746K | 0.2% | -7.0% | 0.015% | |
7/7/2025 | Dominguez Wealth Management Solutions Inc. | 64,272 | $3.17M | 2.2% | +1.6% | 0.062% | |
7/3/2025 | TrueWealth Advisors LLC | 5,302 | $261K | 0.1% | N/A | 0.005% | |
7/1/2025 | Private Client Services LLC | 6,386 | $315K | 0.1% | -10.4% | 0.006% | |
6/2/2025 | Integrity Wealth Advisors Inc. | 16,396 | $806K | 0.6% | -7.6% | 0.016% | |
5/22/2025 | Mattson Financial Services LLC | 1,011 | $50K | 0.0% | -98.7% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 127,647 | $6.28M | 0.2% | +1.7% | 0.127% | |
5/20/2025 | Belpointe Asset Management LLC | 49,750 | $2.45M | 0.1% | +236.9% | 0.049% | |
5/20/2025 | Focus Partners Wealth | 181,873 | $8.94M | 0.0% | -1.2% | 0.180% | |
5/20/2025 | Flaharty Asset Management LLC | 14,750 | $725K | 0.1% | -2.5% | 0.015% | |
5/16/2025 | Faithward Advisors LLC | 26,184 | $1.29M | 0.2% | -4.1% | 0.026% | |
5/16/2025 | Coppell Advisory Solutions LLC | 42,073 | $2.07M | 0.2% | +32.7% | 0.042% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 4,613 | $227K | 0.0% | N/A | 0.005% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 120,799 | $5.94M | 0.2% | +13.4% | 0.120% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 11,058 | $544K | 0.1% | +5.5% | 0.011% | |
5/16/2025 | National Wealth Management Group LLC | 9,343 | $459K | 0.3% | N/A | 0.009% | |
5/16/2025 | NewEdge Advisors LLC | 289,409 | $14.23M | 0.1% | +7.8% | 0.287% | |
5/16/2025 | Integrated Wealth Concepts LLC | 311,174 | $15.30M | 0.2% | +15.3% | 0.309% | |
5/15/2025 | Capital Investment Counsel LLC | 6,710 | $330K | 0.1% | -18.4% | 0.007% | |
5/15/2025 | Royal Bank of Canada | 2,610,301 | $128.32M | 0.0% | -4.7% | 2.588% | |
5/15/2025 | Betterment LLC | 5,993 | $295K | 0.0% | +17.9% | 0.006% | |
5/15/2025 | MAI Capital Management | 72,790 | $3.58M | 0.0% | +6.8% | 0.072% | |
5/15/2025 | Baird Financial Group Inc. | 497,094 | $24.44M | 0.0% | -2.9% | 0.493% | |
5/15/2025 | TD Capital Management LLC | 312,333 | $15.35M | 1.6% | -0.2% | 0.310% | |
5/14/2025 | Valley Financial Group Inc. | 12,537 | $616K | 0.4% | +6.0% | 0.012% | |
5/14/2025 | CreativeOne Wealth LLC | 11,205 | $551K | 0.0% | N/A | 0.011% | |
5/14/2025 | Per Stirling Capital Management LLC. | 79,567 | $3.91M | 0.6% | +4.3% | 0.079% | |
5/14/2025 | Comerica Bank | 193,195 | $9.50M | 0.0% | +13.6% | 0.192% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 796,139 | $39.14M | 0.0% | +13.3% | 0.789% | |
5/14/2025 | Kestra Advisory Services LLC | 235,597 | $11.58M | 0.1% | +23.1% | 0.234% | |
5/14/2025 | Summit Financial LLC | 171,090 | $8.41M | 0.2% | +528.0% | 0.170% | |
5/14/2025 | TFB Advisors LLC | 17,801 | $875K | 0.3% | +14.3% | 0.018% | |
5/14/2025 | Petix & Botte Co | 295,219 | $14.51M | 3.8% | -14.8% | 0.293% | |
5/13/2025 | Moment Partners LLC | 5,096 | $251K | 0.0% | -8.4% | 0.005% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 169,387 | $8.33M | 0.1% | +46.2% | 0.168% | |
5/13/2025 | Raymond James Financial Inc. | 3,410,262 | $167.65M | 0.1% | +11.2% | 3.382% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 27,040 | $1.33M | 0.1% | -12.3% | 0.027% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 178,022 | $8.75M | 0.2% | +5.5% | 0.177% | |
5/13/2025 | Heck Capital Advisors LLC | 435,570 | $21.41M | 2.4% | +0.1% | 0.432% | |
5/13/2025 | Rathbones Group PLC | 4,254 | $209K | 0.0% | N/A | 0.004% | |
5/13/2025 | Anfield Capital Management LLC | 79,776 | $3.92M | 1.4% | +22.0% | 0.079% | |
5/13/2025 | HighTower Advisors LLC | 706,227 | $34.72M | 0.0% | +92.9% | 0.700% | |
5/13/2025 | Elevation Capital Advisory LLC | 8,979 | $441K | 0.2% | N/A | 0.009% | |
5/13/2025 | Core Wealth Partners LLC | 18,778 | $923K | 0.5% | -27.1% | 0.019% | |
5/12/2025 | Cypress Capital Group | 32,255 | $1.59M | 0.2% | +51.1% | 0.032% | |
5/12/2025 | Meridian Wealth Management LLC | 7,430 | $365K | 0.0% | -54.3% | 0.007% | |
5/12/2025 | Maia Wealth LLC | 42,325 | $2.07M | 0.5% | +12.6% | 0.042% | |
5/12/2025 | Independent Advisor Alliance | 123,318 | $6.06M | 0.2% | -66.3% | 0.122% | |
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5/12/2025 | SouthState Corp | 1,678 | $82K | 0.0% | N/A | 0.002% | |
5/12/2025 | Berger Financial Group Inc | 970,373 | $47.70M | 3.3% | +10.1% | 0.962% | |
5/12/2025 | Manhattan West Asset Management LLC | 107,889 | $5.30M | 1.4% | +15.0% | 0.107% | |
5/12/2025 | Benjamin Edwards Inc. | 89,768 | $4.41M | 0.1% | +13.5% | 0.089% | |
5/12/2025 | Condor Capital Management | 50,740 | $2.49M | 0.2% | -84.4% | 0.050% | |
5/12/2025 | Arcadia Wealth Management Inc. | 34,211 | $1.68M | 1.3% | +6.5% | 0.034% | |
5/9/2025 | Chicago Partners Investment Group LLC | 28,804 | $1.41M | 0.0% | -4.9% | 0.029% | |
5/9/2025 | Commonwealth Financial Services LLC | 143,657 | $7.06M | 1.4% | +4.6% | 0.142% | |
5/9/2025 | Endowment Wealth Management Inc. | 48,296 | $2.37M | 1.5% | +19.2% | 0.048% | |
5/9/2025 | Atria Wealth Solutions Inc. | 113,372 | $5.57M | 0.1% | -6.4% | 0.112% | |