8/6/2025 | Prospera Financial Services Inc | 3,075 | $380K | 0.0% | -2.6% | 0.028% | |
8/6/2025 | Savant Capital LLC | 1,709 | $211K | 0.0% | N/A | 0.016% | |
8/6/2025 | Atlantic Union Bankshares Corp | 1,534 | $190K | 0.0% | N/A | 0.014% | |
8/5/2025 | Pacific Wealth Strategies Group Inc. | 81,647 | $10.20M | 6.7% | -28.9% | 0.744% | |
8/5/2025 | Bank of Montreal Can | 11,606 | $1.44M | 0.0% | +12.9% | 0.106% | |
8/5/2025 | GHP Investment Advisors Inc. | 25,925 | $3.20M | 0.1% | -4.0% | 0.236% | |
8/4/2025 | Assetmark Inc. | 488 | $60K | 0.0% | +72.4% | 0.004% | |
8/4/2025 | Flagship Harbor Advisors LLC | 19,011 | $2.35M | 0.1% | -4.8% | 0.173% | |
8/1/2025 | Envestnet Asset Management Inc. | 61,019 | $7.54M | 0.0% | -8.6% | 0.557% | |
7/31/2025 | Carnegie Investment Counsel | 15,232 | $1.88M | 0.0% | +0.7% | 0.139% | |
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7/30/2025 | Pacific Sun Financial Corp | 15,486 | $1.91M | 1.0% | +1.2% | 0.141% | |
7/29/2025 | Elevation Capital Advisory LLC | 14,033 | $1.73M | 0.7% | +142.2% | 0.128% | |
7/29/2025 | Chicago Partners Investment Group LLC | 4,150 | $531K | 0.0% | +12.2% | 0.038% | |
7/29/2025 | Koshinski Asset Management Inc. | 61,360 | $7.58M | 0.6% | +5.5% | 0.560% | |
7/29/2025 | Stratos Wealth Partners LTD. | 6,182 | $764K | 0.0% | -6.9% | 0.056% | |
7/28/2025 | Uptick Partners LLC | 10,589 | $1.31M | 0.4% | +3.2% | 0.097% | |
7/28/2025 | Smart Portfolios LLC | 18,573 | $2.30M | 2.3% | -2.9% | 0.170% | |
7/28/2025 | Triton Wealth Management PLLC | 8,267 | $1.05M | 0.4% | N/A | 0.075% | |
7/28/2025 | Harbour Investments Inc. | 394 | $49K | 0.0% | -61.0% | 0.004% | |
7/25/2025 | Lion Street Advisors LLC | 1,675 | $207K | 0.1% | N/A | 0.015% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 6,277 | $773K | 0.3% | +2,441.3% | 0.057% | |
7/25/2025 | CWM LLC | 5,716 | $707K | 0.0% | +24.1% | 0.052% | |
7/24/2025 | Costello Asset Management INC | 216 | $27K | 0.0% | +77.0% | 0.002% | |
7/24/2025 | Blair William & Co. IL | 677 | $84K | 0.0% | -22.8% | 0.006% | |
7/24/2025 | Capital Advisors Ltd. LLC | 3,788 | $468K | 0.1% | +19.9% | 0.035% | |
7/23/2025 | H&H Retirement Design & Management INC | 12,270 | $1.54M | 0.8% | +7.6% | 0.112% | |
7/23/2025 | BankPlus Trust Department | 10,947 | $1.35M | 0.4% | -3.0% | 0.100% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 45,686 | $5.65M | 0.1% | +0.8% | 0.418% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 4,188 | $518K | 0.0% | +9.8% | 0.038% | |
7/22/2025 | Ergawealth Advisors Inc. | 4,003 | $495K | 0.2% | +11.4% | 0.037% | |
7/21/2025 | Ameritas Advisory Services LLC | 933 | $115K | 0.0% | N/A | 0.009% | |
7/18/2025 | Pure Financial Advisors LLC | 3,083 | $381K | 0.0% | +12.5% | 0.028% | |
7/18/2025 | Truist Financial Corp | 66,750 | $8.25M | 0.0% | -7.7% | 0.611% | |
7/16/2025 | Independent Wealth Network Inc. | 5,077 | $628K | 0.2% | -4.1% | 0.046% | |
7/16/2025 | Destiny Wealth Partners LLC | 9,092 | $1.12M | 0.2% | -2.4% | 0.083% | |
7/11/2025 | Farther Finance Advisors LLC | 7,162 | $885K | 0.0% | +9.5% | 0.066% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 13,197 | $1.67M | 0.0% | +1.7% | 0.122% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 40,663 | $5.13M | 0.0% | +3.3% | 0.377% | |
7/10/2025 | Sovran Advisors LLC | 46,046 | $5.78M | 0.6% | +92.2% | 0.427% | |
7/9/2025 | Aaron Wealth Advisors LLC | 2,238 | $277K | 0.0% | N/A | 0.021% | |
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7/9/2025 | Breakwater Capital Group | 20,762 | $2.57M | 0.4% | +16.4% | 0.192% | |
7/9/2025 | Key Client Fiduciary Advisors LLC | 2,798 | $346K | 0.1% | +46.1% | 0.026% | |
7/7/2025 | Park Edge Advisors LLC | 16,444 | $2.03M | 0.5% | +171.4% | 0.152% | |
7/7/2025 | Bangor Savings Bank | 765 | $95K | 0.0% | N/A | 0.007% | |
5/20/2025 | Belpointe Asset Management LLC | 9,471 | $1.07M | 0.1% | N/A | 0.089% | |
5/19/2025 | Jane Street Group LLC | 3,702 | $417K | 0.0% | N/A | 0.035% | |
5/16/2025 | Jones Financial Companies Lllp | 4,751 | $535K | 0.0% | -45.3% | 0.045% | |
5/16/2025 | NewEdge Advisors LLC | 24,164 | $2.72M | 0.0% | +172.7% | 0.229% | |
5/16/2025 | Integrated Wealth Concepts LLC | 4,148 | $467K | 0.0% | +9.0% | 0.039% | |
5/15/2025 | Royal Bank of Canada | 42,041 | $4.74M | 0.0% | -5.5% | 0.398% | |
5/15/2025 | MAI Capital Management | 5,655 | $637K | 0.0% | +1.5% | 0.054% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 28,309 | $3.19M | 0.0% | +20.4% | 0.268% | |
5/14/2025 | Kestra Advisory Services LLC | 13,829 | $1.56M | 0.0% | -44.7% | 0.131% | |
5/13/2025 | Ethos Financial Group LLC | 3,149 | $355K | 0.0% | N/A | 0.030% | |
5/13/2025 | Raymond James Financial Inc. | 268,522 | $30.25M | 0.0% | +7.3% | 2.545% | |
5/13/2025 | Gator Capital Management LLC | 8,156 | $919K | 0.3% | -13.0% | 0.077% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 14,316 | $1.61M | 0.0% | N/A | 0.136% | |
5/13/2025 | Elevation Capital Advisory LLC | 5,793 | $653K | 0.3% | -92.4% | 0.055% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 2,908 | $328K | 0.0% | +10.1% | 0.028% | |
5/12/2025 | WBH Advisory Inc. | 3,189 | $359K | 0.0% | -4.4% | 0.030% | |
5/9/2025 | Chicago Partners Investment Group LLC | 3,700 | $418K | 0.0% | N/A | 0.035% | |
5/9/2025 | Thoroughbred Financial Services LLC | 20,445 | $2.30M | 0.1% | +2.3% | 0.194% | |
5/8/2025 | TIAA Trust National Association | 2,897 | $326K | 0.0% | +27.2% | 0.027% | |
5/8/2025 | Harbour Investments Inc. | 1,011 | $114K | 0.0% | +43.2% | 0.010% | |
5/7/2025 | LPL Financial LLC | 392,318 | $44.20M | 0.0% | +3.3% | 3.719% | |
5/7/2025 | Caliber Wealth Management LLC KS | 6,442 | $726K | 0.1% | N/A | 0.061% | |
5/6/2025 | Assetmark Inc. | 283 | $32K | 0.0% | +262.8% | 0.003% | |
5/6/2025 | Cetera Investment Advisers | 28,166 | $3.17M | 0.0% | +0.7% | 0.267% | |
5/6/2025 | Tempus Wealth Planning LLC | 12,524 | $1.41M | 0.4% | +22.5% | 0.119% | |
5/6/2025 | Carnegie Investment Counsel | 15,122 | $1.70M | 0.0% | -2.2% | 0.143% | |
5/6/2025 | PFG Advisors | 4,250 | $479K | 0.0% | +100.0% | 0.040% | |
5/5/2025 | J.W. Cole Advisors Inc. | 18,761 | $2.11M | 0.1% | +350.6% | 0.178% | |
5/5/2025 | Montag A & Associates Inc. | 1,898 | $214K | 0.0% | -15.8% | 0.018% | |
5/5/2025 | Calton & Associates Inc. | 14,234 | $1.60M | 0.2% | +115.6% | 0.135% | |
5/5/2025 | Private Advisor Group LLC | 29,653 | $3.34M | 0.0% | +6.3% | 0.281% | |
5/2/2025 | Independent Wealth Network Inc. | 5,296 | $597K | 0.2% | -1.8% | 0.050% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 69,638 | $7.26M | 1.6% | -13.5% | 0.660% | |
5/1/2025 | BankPlus Trust Department | 11,290 | $1.27M | 0.4% | -7.3% | 0.107% | |
5/1/2025 | Curtis Advisory Group LLC | 77,756 | $8.76M | 2.6% | -2.7% | 0.735% | |
5/1/2025 | Lane & Associates LLC | 4,500 | $507K | 0.3% | -2.9% | 0.043% | |
4/30/2025 | Allworth Financial LP | 2,440 | $265K | 0.0% | -13.4% | 0.023% | |
4/30/2025 | Axxcess Wealth Management LLC | 1,864 | $210K | 0.0% | -29.7% | 0.018% | |
4/29/2025 | Envestnet Asset Management Inc. | 66,739 | $7.52M | 0.0% | -29.6% | 0.631% | |
4/29/2025 | Capital Investment Advisory Services LLC | 5,723 | $645K | 0.1% | -12.5% | 0.054% | |
4/28/2025 | Resonant Capital Advisors LLC | 63,960 | $7.21M | 0.5% | -0.2% | 0.605% | |
4/28/2025 | Salomon & Ludwin LLC | 484 | $55K | 0.0% | -50.2% | 0.005% | |
4/25/2025 | Koshinski Asset Management Inc. | 58,168 | $6.55M | 0.6% | -13.3% | 0.555% | |
4/25/2025 | Pacific Wealth Strategies Group Inc. | 114,774 | $12.93M | 9.6% | +0.3% | 1.095% | |
4/25/2025 | Sovran Advisors LLC | 23,958 | $2.52M | 0.3% | +1.3% | 0.229% | |
4/25/2025 | WealthBridge Capital Management LLC | 7,504 | $845K | 0.2% | -23.8% | 0.072% | |
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4/24/2025 | Smart Portfolios LLC | 19,125 | $2.16M | 2.3% | -1.3% | 0.182% | |
4/24/2025 | Holistic Planning LLC | 10,258 | $1.16M | 0.4% | N/A | 0.098% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 757 | $85K | 0.0% | -11.8% | 0.007% | |
4/23/2025 | Pure Financial Advisors LLC | 2,740 | $309K | 0.0% | -18.0% | 0.026% | |
4/23/2025 | S.A. Mason LLC | 6,841 | $771K | 0.4% | -6.9% | 0.065% | |
4/23/2025 | GHP Investment Advisors Inc. | 27,009 | $3.04M | 0.1% | -2.2% | 0.258% | |
4/22/2025 | Flagship Harbor Advisors LLC | 19,966 | $2.25M | 0.1% | -2.0% | 0.191% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 43,888 | $4.95M | 0.0% | -0.7% | 0.419% | |
4/22/2025 | Dale Q Rice Investment Management Ltd | 3,028 | $341K | 0.2% | N/A | 0.029% | |
4/21/2025 | Means Investment CO. Inc. | 3,231 | $364K | 0.0% | -37.2% | 0.031% | |