7/23/2025 | Ignite Planners LLC | 2,257 | $557K | 0.1% | -43.5% | 0.004% | |
7/23/2025 | Valmark Advisers Inc. | 864 | $206K | 0.0% | N/A | 0.002% | |
7/23/2025 | Winthrop Advisory Group LLC | 1,142 | $273K | 0.0% | N/A | 0.002% | |
7/23/2025 | 1 North Wealth Services LLC | 10,765 | $2.57M | 1.0% | -24.0% | 0.019% | |
7/23/2025 | First Financial Group Corp | 873 | $208K | 0.2% | N/A | 0.002% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 1,815 | $433K | 0.0% | -64.5% | 0.003% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 9,996 | $2.39M | 0.0% | -24.6% | 0.017% | |
7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 2,118 | $506K | 0.2% | +23.6% | 0.004% | |
7/22/2025 | Valeo Financial Advisors LLC | 4,599 | $1.10M | 0.0% | -21.5% | 0.008% | |
7/22/2025 | DAVENPORT & Co LLC | 926 | $221K | 0.0% | N/A | 0.002% | |
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7/22/2025 | Woodmont Investment Counsel LLC | 21,534 | $5.14M | 0.3% | +21.8% | 0.038% | |
7/22/2025 | Global Assets Advisory LLC | 2,081 | $494K | 0.2% | -66.5% | 0.004% | |
7/22/2025 | Grimes & Company Inc. | 2,696 | $644K | 0.0% | N/A | 0.005% | |
7/22/2025 | Beacon Financial Advisory LLC | 2,778 | $663K | 0.2% | -20.8% | 0.005% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 11,290 | $2.70M | 0.1% | +48.7% | 0.020% | |
7/22/2025 | Integrated Capital Management LLC | 17,855 | $4.41M | 2.1% | +11.2% | 0.031% | |
7/22/2025 | Willner & Heller LLC | 934 | $223K | 0.2% | -31.6% | 0.002% | |
7/22/2025 | Bank Hapoalim BM | 54,666 | $13.05M | 1.7% | +19.4% | 0.095% | |
7/22/2025 | Apexium Financial LP | 3,522 | $841K | 0.0% | -19.3% | 0.006% | |
7/21/2025 | Washington Growth Strategies LLC | 3,461 | $826K | 0.6% | +1,741.0% | 0.006% | |
7/21/2025 | Ameritas Advisory Services LLC | 814 | $194K | 0.0% | N/A | 0.001% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,286 | $1.02M | 0.0% | -16.0% | 0.008% | |
7/21/2025 | Crews Bank & Trust | 159 | $38K | 0.0% | +1,666.7% | 0.000% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 55,975 | $13.36M | 0.0% | +43.1% | 0.099% | |
7/18/2025 | EWA LLC | 16,270 | $3.88M | 1.2% | +3.6% | 0.029% | |
7/18/2025 | Gold Investment Management Ltd. | 6,711 | $1.60M | 0.6% | -43.9% | 0.012% | |
7/18/2025 | Madrona Financial Services LLC | 1,209 | $289K | 0.1% | -7.6% | 0.002% | |
7/18/2025 | SOA Wealth Advisors LLC. | 2,013 | $481K | 0.1% | -7.7% | 0.004% | |
7/18/2025 | Provident Wealth Management LLC | 496 | $118K | 0.0% | -7.6% | 0.001% | |
7/18/2025 | PFG Investments LLC | 15,456 | $3.69M | 0.2% | -4.0% | 0.027% | |
7/18/2025 | Consolidated Portfolio Review Corp | 1,348 | $322K | 0.0% | N/A | 0.002% | |
7/18/2025 | Midwest Financial Group LLC | 15,067 | $3.60M | 1.9% | +2.7% | 0.027% | |
7/18/2025 | O ROURKE & COMPANY Inc | 3,823 | $913K | 0.4% | -9.9% | 0.007% | |
7/18/2025 | Truist Financial Corp | 85,045 | $20.30M | 0.0% | -9.7% | 0.150% | |
7/18/2025 | Pennsylvania Capital Management Inc. ADV | 8,704 | $2.08M | 0.7% | -24.7% | 0.015% | |
7/18/2025 | Union Bancaire Privee UBP SA | 3,097 | $740K | 0.0% | -19.5% | 0.005% | |
7/17/2025 | Chicago Capital LLC | 939 | $224K | 0.0% | N/A | 0.002% | |
7/17/2025 | HB Wealth Management LLC | 2,187 | $522K | 0.0% | -19.6% | 0.004% | |
7/17/2025 | Janney Montgomery Scott LLC | 32,980 | $7.87M | 0.0% | +9.9% | 0.058% | |
7/17/2025 | Avondale Wealth Management | 44,796 | $10.69M | 6.0% | +528.7% | 0.079% | |
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7/17/2025 | Kelly Financial Services LLC | 26,540 | $6.34M | 1.9% | +5.9% | 0.047% | |
7/17/2025 | Moss Adams Wealth Advisors LLC | 12,923 | $3.09M | 0.3% | -6.5% | 0.023% | |
7/17/2025 | Albion Financial Group UT | 3,278 | $782K | 0.1% | -8.8% | 0.006% | |
7/17/2025 | Independence Bank of Kentucky | 3,496 | $834K | 0.1% | +40.1% | 0.006% | |
7/17/2025 | City Holding Co. | 5,914 | $1.41M | 0.2% | +4.5% | 0.010% | |
7/17/2025 | Grandview Asset Management LLC | 4,484 | $1.07M | 0.3% | N/A | 0.008% | |
7/17/2025 | Beacon Capital Management LLC | 174 | $42K | 0.0% | -61.3% | 0.000% | |
7/17/2025 | Avior Wealth Management LLC | 6,796 | $1.62M | 0.1% | -1.7% | 0.012% | |
7/16/2025 | Independent Wealth Network Inc. | 4,174 | $996K | 0.4% | +9.0% | 0.007% | |
7/16/2025 | ORG Wealth Partners LLC | 332 | $79K | 0.0% | -90.4% | 0.001% | |
7/16/2025 | Signaturefd LLC | 749 | $179K | 0.0% | +25.0% | 0.001% | |
7/16/2025 | MinichMacGregor Wealth Management LLC | 516 | $123K | 0.0% | N/A | 0.001% | |
7/16/2025 | Kathmere Capital Management LLC | 1,180 | $282K | 0.0% | -4.5% | 0.002% | |
7/16/2025 | Southern Capital Advisors LLC | 995 | $237K | 0.1% | N/A | 0.002% | |
7/16/2025 | Cresta Advisors Ltd. | 939 | $224K | 0.1% | -22.5% | 0.002% | |
7/16/2025 | Beaumont Financial Advisors LLC | 2,495 | $596K | 0.0% | -5.2% | 0.004% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 1,470 | $351K | 0.1% | +2,478.9% | 0.003% | |
7/16/2025 | Legend Financial Advisors Inc. | 56,025 | $13.37M | 8.9% | +1.6% | 0.099% | |
7/16/2025 | Cadent Capital Advisors LLC | 4,691 | $1.12M | 0.4% | +44.2% | 0.008% | |
7/16/2025 | Banque Pictet & Cie SA | 2,800 | $668K | 0.0% | -3.4% | 0.005% | |
7/16/2025 | Dakota Wealth Management | 1,424 | $340K | 0.0% | +17.0% | 0.003% | |
7/16/2025 | Perigon Wealth Management LLC | 4,413 | $1.05M | 0.0% | +2.1% | 0.008% | |
7/15/2025 | Avaii Wealth Management LLC | 27,671 | $6.61M | 2.9% | +13.4% | 0.049% | |
7/15/2025 | McAdam LLC | 2,770 | $661K | 0.0% | -11.2% | 0.005% | |
7/15/2025 | Surience Private Wealth LLC | 25,382 | $6.06M | 5.7% | N/A | 0.045% | |
7/15/2025 | Beacon Financial Planning Inc. | 10,824 | $2.58M | 1.4% | -2.2% | 0.019% | |
7/15/2025 | Affinity Wealth Management LLC | 1,187 | $283K | 0.0% | -5.9% | 0.002% | |
7/15/2025 | Signet Financial Management LLC | 2,818 | $673K | 0.1% | +3.6% | 0.005% | |
7/15/2025 | StoneCrest Wealth Management Inc. | 2,564 | $612K | 0.3% | -9.9% | 0.005% | |
7/15/2025 | BCS Wealth Management | 855 | $204K | 0.0% | N/A | 0.002% | |
7/15/2025 | Compagnie Lombard Odier SCmA | 247 | $59K | 0.0% | N/A | 0.000% | |
7/15/2025 | Financial Partners Group Inc | 49,486 | $11.81M | 1.6% | +13.8% | 0.087% | |
7/14/2025 | Opal Wealth Advisors LLC | 107 | $26K | 0.0% | -31.8% | 0.000% | |
7/14/2025 | AdvisorNet Financial Inc | 263 | $63K | 0.0% | -27.5% | 0.000% | |
7/14/2025 | Armstrong Advisory Group Inc. | 445 | $106K | 0.0% | -50.9% | 0.001% | |
7/14/2025 | KFG Wealth Management LLC | 8,330 | $1.99M | 0.3% | +442.7% | 0.015% | |
7/14/2025 | ABLE Financial Group LLC | 1,010 | $241K | 0.1% | N/A | 0.002% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 6,797 | $1.62M | 0.0% | -12.6% | 0.012% | |
7/14/2025 | Sweeney & Michel LLC | 1,028 | $253K | 0.1% | N/A | 0.002% | |
7/14/2025 | Flagstar Advisors Inc. | 1,387 | $331K | 0.1% | -52.2% | 0.002% | |
7/14/2025 | Toth Financial Advisory Corp | 31,703 | $7.57M | 0.9% | +8.2% | 0.056% | |
7/14/2025 | Park Avenue Securities LLC | 18,308 | $4.37M | 0.0% | -2.2% | 0.032% | |
7/14/2025 | Matrix Trust Co | 10,406 | $2.48M | 0.4% | +7.1% | 0.018% | |
7/14/2025 | Sowell Financial Services LLC | 16,419 | $3.92M | 0.2% | +52.7% | 0.029% | |
7/14/2025 | Physician Wealth Advisors Inc. | 837 | $200K | 0.0% | -17.5% | 0.001% | |
7/11/2025 | Wealth Management Partners LLC | 964 | $230K | 0.1% | -65.3% | 0.002% | |
7/11/2025 | Farther Finance Advisors LLC | 11,030 | $2.63M | 0.1% | +4.6% | 0.020% | |
7/11/2025 | Silver Oak Securities Incorporated | 2,093 | $500K | 0.0% | +7.1% | 0.004% | |
7/11/2025 | CX Institutional | 1,910 | $456K | 0.0% | +5,205.6% | 0.003% | |
7/11/2025 | AFG Fiduciary Services Limited Partnership | 2,870 | $682K | 0.2% | -60.5% | 0.005% | |
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7/11/2025 | CMH Wealth Management LLC | 28,913 | $6.90M | 1.6% | -1.4% | 0.052% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 677 | $162K | 0.1% | N/A | 0.001% | |
7/10/2025 | Selective Wealth Management Inc. | 2,298 | $561K | 0.2% | +21.1% | 0.004% | |
7/10/2025 | HF Advisory Group LLC | 856 | $204K | 0.1% | N/A | 0.002% | |
7/10/2025 | Fulton Bank N.A. | 28,050 | $6.70M | 0.2% | -1.1% | 0.050% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 43,283 | $10.53M | 0.0% | +57.8% | 0.078% | |
7/10/2025 | Focus Financial Network Inc. | 10,178 | $2.43M | 0.1% | +5.7% | 0.018% | |
7/10/2025 | Sovran Advisors LLC | 3,077 | $749K | 0.1% | -14.5% | 0.006% | |
7/9/2025 | Lake Hills Wealth Management LLC | 25,105 | $5.99M | 3.4% | N/A | 0.045% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 23,934 | $5.71M | 0.2% | -9.1% | 0.043% | |