8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 3,460 | $421K | 0.0% | +5.1% | 0.012% | |
8/6/2025 | Florin Court Capital LLP | 10,000 | $1.22M | 1.2% | +19.0% | 0.035% | |
8/6/2025 | Summit Investment Advisors Inc. | 6,720 | $687K | 0.6% | -8.4% | 0.023% | |
8/6/2025 | AE Wealth Management LLC | 5,672 | $690K | 0.0% | -34.7% | 0.020% | |
8/6/2025 | Wedbush Securities Inc. | 1,676 | $204K | 0.0% | N/A | 0.006% | |
8/6/2025 | Golden State Wealth Management LLC | 19,148 | $2.33M | 0.3% | +3.9% | 0.067% | |
8/6/2025 | Stonebridge Financial Planning Group LLC | 3,723 | $453K | 0.2% | -16.4% | 0.013% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 845 | $103K | 0.0% | -46.0% | 0.003% | |
8/5/2025 | Advisors Preferred LLC | 389 | $47K | 0.0% | N/A | 0.001% | |
8/5/2025 | Huntington National Bank | 800 | $97K | 0.0% | +190.9% | 0.003% | |
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8/5/2025 | Bank of Montreal Can | 3,481 | $423K | 0.0% | +6.4% | 0.012% | |
8/5/2025 | Sigma Planning Corp | 9,868 | $1.20M | 0.0% | -6.8% | 0.034% | |
8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 481 | $58K | 0.0% | -69.3% | 0.002% | |
8/4/2025 | AlphaStar Capital Management LLC | 2,736 | $333K | 0.0% | -4.3% | 0.010% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 1,476 | $180K | 0.0% | -22.8% | 0.005% | |
8/4/2025 | IFG Advisory LLC | 8,942 | $1.09M | 0.1% | +3.2% | 0.031% | |
8/4/2025 | Simon Quick Advisors LLC | 12,845 | $1.56M | 0.1% | N/A | 0.045% | |
8/4/2025 | Atria Investments Inc | 16,493 | $2.01M | 0.0% | -5.0% | 0.058% | |
8/4/2025 | Assetmark Inc. | 20,083 | $2.44M | 0.0% | -15.5% | 0.070% | |
8/4/2025 | Keybank National Association OH | 1,845 | $224K | 0.0% | N/A | 0.006% | |
8/4/2025 | HBK Sorce Advisory LLC | 6,403 | $779K | 0.0% | -2.9% | 0.022% | |
8/4/2025 | Premier Path Wealth Partners LLC | 1,926 | $234K | 0.0% | N/A | 0.007% | |
8/4/2025 | Spire Wealth Management | 6,021 | $732K | 0.0% | -11.2% | 0.021% | |
8/4/2025 | L.M. Kohn & Company | 2,296 | $279K | 0.1% | -11.9% | 0.008% | |
8/1/2025 | Unconventional Investor LLC | 2,000 | $243K | 0.1% | -39.2% | 0.007% | |
8/1/2025 | Private Wealth Partners LLC | 1,791 | $218K | 0.0% | N/A | 0.006% | |
8/1/2025 | Reliant Investment Partners LLC | 5,511 | $670K | 0.6% | -2.6% | 0.019% | |
8/1/2025 | Transcend Capital Advisors LLC | 5,563 | $677K | 0.1% | +10.8% | 0.019% | |
8/1/2025 | Envestnet Asset Management Inc. | 96,164 | $11.70M | 0.0% | +7.5% | 0.336% | |
7/31/2025 | Wealthfront Advisers LLC | 24,115 | $2.93M | 0.0% | +20.9% | 0.084% | |
7/31/2025 | Whipplewood Advisors LLC | 3,236 | $394K | 0.2% | +3,495.6% | 0.011% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 2,647 | $322K | 0.0% | -4.9% | 0.009% | |
7/31/2025 | NORTHSTAR ASSET MANAGEMENT Co | 49,570 | $6.03M | 1.4% | -1.3% | 0.173% | |
7/31/2025 | FSM Wealth Advisors LLC | 1,675 | $205K | 0.0% | N/A | 0.006% | |
7/30/2025 | Prosperity Financial Group Inc. | 12,950 | $1.58M | 0.7% | +4.9% | 0.045% | |
7/30/2025 | Exencial Wealth Advisors LLC | 4,295 | $522K | 0.0% | -18.9% | 0.015% | |
7/30/2025 | D.A. Davidson & CO. | 22,287 | $2.71M | 0.0% | -10.6% | 0.078% | |
7/29/2025 | Balboa Wealth Partners | 1,652 | $201K | 0.0% | N/A | 0.006% | |
7/29/2025 | Chicago Partners Investment Group LLC | 3,925 | $487K | 0.0% | +4.3% | 0.014% | |
7/29/2025 | International Assets Investment Management LLC | 7,150 | $870K | 0.0% | +14.4% | 0.025% | |
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7/29/2025 | Stratos Wealth Partners LTD. | 23,674 | $2.88M | 0.0% | +9.7% | 0.083% | |
7/28/2025 | Mutual Advisors LLC | 13,584 | $1.69M | 0.0% | +46.8% | 0.047% | |
7/28/2025 | Harbour Investments Inc. | 8,249 | $1.00M | 0.0% | -5.4% | 0.029% | |
7/28/2025 | J.Safra Asset Management Corp | 1,246 | $150K | 0.0% | N/A | 0.004% | |
7/28/2025 | RFG Advisory LLC | 5,089 | $619K | 0.0% | +73.4% | 0.018% | |
7/28/2025 | Moran Wealth Management LLC | 3,266 | $397K | 0.0% | N/A | 0.011% | |
7/25/2025 | Atria Wealth Solutions Inc. | 5,650 | $689K | 0.0% | -79.8% | 0.020% | |
7/25/2025 | Endowment Wealth Management Inc. | 5,180 | $630K | 0.3% | +25.6% | 0.018% | |
7/25/2025 | Acorn Creek Capital LLC | 8,611 | $1.05M | 0.4% | -1.0% | 0.030% | |
7/25/2025 | SPC Financial Inc. | 46,733 | $5.69M | 0.5% | +8.5% | 0.163% | |
7/25/2025 | CWM LLC | 16,282 | $1.98M | 0.0% | +6.6% | 0.057% | |
7/25/2025 | Concurrent Investment Advisors LLC | 2,123 | $258K | 0.0% | N/A | 0.007% | |
7/25/2025 | Apollon Financial LLC | 10,864 | $1.32M | 0.3% | +7.9% | 0.038% | |
7/25/2025 | Apollon Wealth Management LLC | 11,334 | $1.38M | 0.0% | -1.2% | 0.039% | |
7/24/2025 | JFS Wealth Advisors LLC | 375 | $46K | 0.0% | +114.3% | 0.001% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 2,359 | $287K | 0.0% | +11.6% | 0.008% | |
7/24/2025 | Cascade Investment Group Inc. | 23,327 | $2.84M | 2.0% | -0.7% | 0.081% | |
7/24/2025 | IFP Advisors Inc | 10,887 | $1.32M | 0.0% | -76.2% | 0.038% | |
7/24/2025 | Blair William & Co. IL | 2,145 | $261K | 0.0% | +4.7% | 0.007% | |
7/23/2025 | Ignite Planners LLC | 64,348 | $7.94M | 1.2% | -2.4% | 0.224% | |
7/23/2025 | Valmark Advisers Inc. | 2,519 | $306K | 0.0% | -12.6% | 0.009% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 5,243 | $638K | 0.1% | -14.0% | 0.018% | |
7/23/2025 | Meitav Investment House Ltd. | 31,764 | $3.86M | 0.1% | +197.8% | 0.111% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 2,775 | $338K | 0.0% | -57.7% | 0.010% | |
7/22/2025 | Belpointe Asset Management LLC | 10,929 | $1.33M | 0.1% | -1.0% | 0.038% | |
7/22/2025 | Chung Wu Investment Group LLC | 1,930 | $235K | 0.2% | N/A | 0.007% | |
7/22/2025 | Beacon Financial Advisory LLC | 4,173 | $508K | 0.1% | -16.3% | 0.015% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 4,508 | $548K | 0.0% | +17.2% | 0.016% | |
7/22/2025 | Bank Hapoalim BM | 7,495 | $912K | 0.1% | -3.4% | 0.026% | |
7/21/2025 | Segment Wealth Management LLC | 12,078 | $1.47M | 0.1% | -1.4% | 0.042% | |
7/21/2025 | Ameritas Advisory Services LLC | 17,073 | $2.08M | 0.1% | -23.0% | 0.059% | |
7/18/2025 | PFG Investments LLC | 5,130 | $624K | 0.0% | -1.9% | 0.018% | |
7/18/2025 | Truist Financial Corp | 18,723 | $2.28M | 0.0% | -7.8% | 0.065% | |
7/17/2025 | Trivium Point Advisory LLC | 33,206 | $4.04M | 0.4% | +0.4% | 0.116% | |
7/17/2025 | Emerald Advisors LLC | 1,964 | $239K | 0.0% | -67.6% | 0.007% | |
7/17/2025 | Janney Montgomery Scott LLC | 56,009 | $6.81M | 0.0% | -0.2% | 0.195% | |
7/17/2025 | Fifth Third Securities Inc. | 2,291 | $279K | 0.0% | -26.3% | 0.008% | |
7/17/2025 | Archford Capital Strategies LLC | 4,811 | $585K | 0.1% | -13.7% | 0.017% | |
7/17/2025 | City Holding Co. | 14,516 | $1.77M | 0.2% | -0.9% | 0.051% | |
7/16/2025 | Dakota Wealth Management | 11,564 | $1.41M | 0.0% | -48.4% | 0.040% | |
7/15/2025 | Traction Financial Partners LLC | 1,789 | $218K | 0.1% | N/A | 0.006% | |
7/15/2025 | James J. Burns & Company LLC | 5,610 | $682K | 0.1% | +2.8% | 0.019% | |
7/14/2025 | AdvisorNet Financial Inc | 350 | $43K | 0.0% | -59.3% | 0.001% | |
7/11/2025 | Farther Finance Advisors LLC | 13,353 | $1.62M | 0.0% | +4,686.0% | 0.046% | |
7/11/2025 | SeaCrest Wealth Management LLC | 10,599 | $1.29M | 0.1% | +9.9% | 0.037% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 24,161 | $2.98M | 0.0% | -5.2% | 0.084% | |
7/9/2025 | Pines Wealth Management LLC | 1,765 | $217K | 0.1% | N/A | 0.006% | |
7/9/2025 | Triumph Capital Management | 7,576 | $922K | 0.3% | +46.0% | 0.026% | |
7/9/2025 | WealthCare Investment Partners LLC | 4,851 | $597K | 0.2% | -4.6% | 0.017% | |
7/8/2025 | NBC Securities Inc. | 16,095 | $1.96M | 0.2% | -2.1% | 0.056% | |
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7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 614 | $75K | 0.0% | +73.0% | 0.002% | |
7/7/2025 | RDA Financial Network | 1,810 | $220K | 0.1% | N/A | 0.006% | |
7/3/2025 | City Center Advisors LLC | 4,356 | $530K | 0.6% | +10.8% | 0.015% | |
6/16/2025 | Peterson Wealth Management | 13,589 | $1.39M | 0.9% | +0.7% | 0.046% | |
5/22/2025 | WBI Investments LLC | 1,965 | $201K | 0.1% | N/A | 0.007% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,276 | $130K | 0.0% | -8.9% | 0.004% | |
5/20/2025 | Belpointe Asset Management LLC | 11,039 | $1.13M | 0.1% | -0.9% | 0.037% | |
5/20/2025 | Focus Partners Wealth | 35,847 | $3.67M | 0.0% | -7.2% | 0.122% | |
5/16/2025 | Arete Wealth Advisors LLC | 2,452 | $251K | 0.0% | N/A | 0.008% | |
5/16/2025 | NewEdge Advisors LLC | 25,992 | $2.66M | 0.0% | -2.1% | 0.088% | |