7/23/2025 | Dohj LLC | 64,373 | $2.07M | 0.6% | +746.2% | 0.052% | |
7/23/2025 | Traphagen Investment Advisors LLC | 2,219,090 | $78.45M | 7.4% | +5.7% | 1.790% | |
7/23/2025 | KPP Advisory Services LLC | 9,167 | $324K | 0.1% | -83.6% | 0.007% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 11,087 | $392K | 0.0% | N/A | 0.009% | |
7/22/2025 | Belpointe Asset Management LLC | 9,791 | $346K | 0.0% | +65.3% | 0.008% | |
7/22/2025 | Duncan Williams Asset Management LLC | 221,503 | $7.83M | 1.2% | N/A | 0.179% | |
7/22/2025 | Merit Financial Group LLC | 2,333,822 | $82.50M | 0.9% | N/A | 1.883% | |
7/22/2025 | Kickstand Ventures LLC. | 221,503 | $7.83M | 1.8% | N/A | 0.179% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 43,589 | $1.54M | 0.0% | N/A | 0.035% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,024 | $36K | 0.0% | N/A | 0.001% | |
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7/21/2025 | Patriot Financial Group Insurance Agency LLC | 170,953 | $6.04M | 0.7% | -22.4% | 0.138% | |
7/18/2025 | Astor Investment Management LLC | 479,584 | $16.95M | 9.2% | -5.1% | 0.388% | |
7/18/2025 | Truist Financial Corp | 422,790 | $14.95M | 0.0% | +31.9% | 0.342% | |
7/17/2025 | Raleigh Capital Management Inc. | 8,900 | $315K | 0.1% | -9.0% | 0.007% | |
7/17/2025 | Janney Montgomery Scott LLC | 73,049 | $2.58M | 0.0% | -81.3% | 0.059% | |
7/17/2025 | Smith Anglin Financial LLC | 2,720,743 | $96.18M | 8.7% | +6.0% | 2.202% | |
7/17/2025 | Financial Designs Corp | 214,016 | $7.57M | 4.6% | -11.9% | 0.173% | |
7/16/2025 | Spirepoint Private Client LLC | 74,149 | $2.62M | 0.3% | N/A | 0.060% | |
7/16/2025 | Spinnaker Investment Group LLC | 22,973 | $812K | 0.2% | +26.2% | 0.019% | |
7/16/2025 | Embree Financial Group | 87,292 | $3.09M | 0.5% | +43.2% | 0.071% | |
7/16/2025 | Maridea Wealth Management LLC | 80,433 | $2.84M | 0.7% | +17.4% | 0.065% | |
7/16/2025 | Kennedy Investment Group | 46,997 | $1.66M | 0.7% | +13.9% | 0.038% | |
7/15/2025 | RVW Wealth LLC | 965,864 | $34.14M | 2.9% | +20.7% | 0.782% | |
7/14/2025 | Legacy Capital Group California Inc. | 110,636 | $3.91M | 1.1% | -1.7% | 0.090% | |
7/14/2025 | Financial Enhancement Group LLC | 449,497 | $16.11M | 2.3% | -4.4% | 0.364% | |
7/14/2025 | Mechanics Bank Trust Department | 63,580 | $2.25M | 0.3% | +11.7% | 0.051% | |
7/14/2025 | Strategic Planning Group LLC | 497,268 | $17.58M | 2.9% | -3.1% | 0.402% | |
7/11/2025 | Annex Advisory Services LLC | 3,173,134 | $112.17M | 2.7% | +35.7% | 2.573% | |
7/11/2025 | Farther Finance Advisors LLC | 359,151 | $12.70M | 0.3% | +120.5% | 0.291% | |
7/10/2025 | Vista Investment Partners LLC | 70,235 | $2.48M | 0.7% | -1.8% | 0.058% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 163,984 | $5.87M | 0.0% | +5.6% | 0.135% | |
7/10/2025 | Secure Asset Management LLC | 28,810 | $1.02M | 0.2% | +17.6% | 0.024% | |
7/9/2025 | Krilogy Financial LLC | 1,244,717 | $44.00M | 2.5% | +9.3% | 1.022% | |
7/9/2025 | Triumph Capital Management | 77,550 | $2.74M | 0.8% | +9.4% | 0.064% | |
7/9/2025 | Lifestyle Asset Management Inc. | 196,863 | $6.96M | 3.2% | +5.1% | 0.162% | |
7/8/2025 | Advance Capital Management Inc. | 222,642 | $7.87M | 0.4% | -1.9% | 0.183% | |
7/8/2025 | Goldstone Financial Group LLC | 133,646 | $4.78M | 0.6% | +12.4% | 0.110% | |
7/8/2025 | Parallel Advisors LLC | 97,682 | $3.45M | 0.1% | +933.7% | 0.080% | |
6/27/2025 | Goldman Sachs Group Inc. | 123,478 | $4.23M | 0.0% | N/A | 0.114% | |
5/27/2025 | Jacobi Capital Management LLC | 12,374 | $424K | 0.0% | +44.9% | 0.011% | |
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5/22/2025 | WBI Investments LLC | 248,409 | $8.52M | 2.2% | -7.1% | 0.229% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,150 | $39K | 0.0% | +187.5% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 5,924 | $203K | 0.0% | N/A | 0.005% | |
5/19/2025 | Jane Street Group LLC | 273,489 | $9.38M | 0.0% | +409.5% | 0.253% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 6,717 | $230K | 0.0% | N/A | 0.006% | |
5/16/2025 | Goldman Sachs Group Inc. | 123,478 | $4.23M | 0.0% | N/A | 0.114% | |
5/16/2025 | Sepio Capital LP | 515,368 | $17.67M | 1.4% | +122.0% | 0.476% | |
5/16/2025 | NewEdge Advisors LLC | 58,846 | $2.02M | 0.0% | +23.0% | 0.054% | |
5/16/2025 | Integrated Wealth Concepts LLC | 34,380 | $1.18M | 0.0% | +145.0% | 0.032% | |
5/16/2025 | AQR Capital Management LLC | 21,500 | $737K | 0.0% | N/A | 0.020% | |
5/16/2025 | Ancora Advisors LLC | 974 | $33K | 0.0% | N/A | 0.001% | |
5/15/2025 | Royal Bank of Canada | 1,780,565 | $61.04M | 0.0% | +188.5% | 1.645% | |
5/14/2025 | CreativeOne Wealth LLC | 27,882 | $956K | 0.0% | +27.5% | 0.026% | |
5/14/2025 | WCG Wealth Advisors LLC | 41,020 | $1.41M | 0.1% | -17.2% | 0.038% | |
5/14/2025 | Jane Street Group LLC | 273,489 | $9.38M | 0.0% | +409.5% | 0.253% | |
5/14/2025 | Comerica Bank | 65,834 | $2.26M | 0.0% | +376.4% | 0.061% | |
5/14/2025 | Napa Wealth Management | 79,398 | $2.72M | 1.5% | +77.1% | 0.073% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,550,812 | $190.28M | 0.2% | +58.9% | 5.127% | |
5/14/2025 | Compound Planning Inc. | 18,130 | $621K | 0.0% | +14.2% | 0.017% | |
5/14/2025 | Tradition Wealth Management LLC | 76,440 | $2.62M | 0.2% | +12.6% | 0.071% | |
5/13/2025 | Raymond James Financial Inc. | 2,497,102 | $85.60M | 0.0% | +133.1% | 2.306% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 19,401 | $665K | 0.1% | +7.9% | 0.018% | |
5/13/2025 | EverSource Wealth Advisors LLC | 53,608 | $1.84M | 0.1% | N/A | 0.050% | |
5/13/2025 | HighTower Advisors LLC | 60,028 | $2.06M | 0.0% | +0.6% | 0.055% | |
5/12/2025 | Astor Investment Management LLC | 505,359 | $17.32M | 9.2% | +31.8% | 0.467% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 15,843 | $543K | 0.3% | N/A | 0.015% | |
5/9/2025 | Legacy Capital Group California Inc. | 112,532 | $3.86M | 1.3% | +24.0% | 0.104% | |
5/9/2025 | Comprehensive Financial Planning Inc. PA | 36,331 | $1.25M | 1.2% | +72.5% | 0.034% | |
5/9/2025 | Thoroughbred Financial Services LLC | 7,509 | $257K | 0.0% | +10.7% | 0.007% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,023,048 | $35.07M | 0.0% | +47.5% | 0.945% | |
5/8/2025 | Moors & Cabot Inc. | 9,579 | $328K | 0.0% | +52.0% | 0.009% | |
5/8/2025 | Sound View Wealth Advisors Group LLC | 11,335 | $389K | 0.0% | N/A | 0.010% | |
5/8/2025 | RVW Wealth LLC | 800,370 | $27.44M | 2.6% | +359.7% | 0.739% | |
5/8/2025 | CAP Partners LLC | 57,307 | $1.96M | 1.4% | +19.3% | 0.053% | |
5/7/2025 | Foundations Investment Advisors LLC | 183,524 | $6.29M | 0.1% | N/A | 0.170% | |
5/7/2025 | Maridea Wealth Management LLC | 68,491 | $2.35M | 0.8% | +4.1% | 0.063% | |
5/7/2025 | Vantage Financial Partners LLC | 469,612 | $16.10M | 4.0% | +3.6% | 0.434% | |
5/7/2025 | Carrera Capital Advisors | 13,805 | $473K | 0.1% | N/A | 0.013% | |
5/7/2025 | LPL Financial LLC | 7,635,991 | $261.76M | 0.1% | +85.6% | 7.053% | |
5/7/2025 | Atlantic Family Wealth LLC | 55,532 | $1.90M | 1.8% | +23.2% | 0.051% | |
5/6/2025 | Cetera Investment Advisers | 259,504 | $8.90M | 0.0% | +15.7% | 0.236% | |
5/6/2025 | Atria Investments Inc | 353,362 | $12.11M | 0.2% | +69.6% | 0.322% | |
5/6/2025 | AE Wealth Management LLC | 44,536 | $1.53M | 0.0% | +8.8% | 0.041% | |
5/6/2025 | Wedbush Securities Inc. | 6,397 | $219K | 0.0% | N/A | 0.006% | |
5/6/2025 | Triumph Capital Management | 70,875 | $2.43M | 0.8% | +70.9% | 0.065% | |
5/6/2025 | Madison Asset Management LLC | 47,198 | $1.62M | 0.0% | +29.7% | 0.043% | |
5/6/2025 | Summit Asset Management LLC | 34,610 | $1.19M | 0.2% | +6.8% | 0.032% | |
5/5/2025 | OneAscent Wealth Management LLC | 220,662 | $7.56M | 3.3% | N/A | 0.201% | |
5/5/2025 | Northeast Planning Associates INC. NH | 80,282 | $2.75M | 2.3% | +692.7% | 0.073% | |
5/5/2025 | OneAscent Financial Services LLC | 255,555 | $8.76M | 0.6% | N/A | 0.233% | |
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5/5/2025 | OneAscent Family Office LLC | 44,921 | $1.54M | 1.4% | N/A | 0.041% | |
5/5/2025 | Kestra Private Wealth Services LLC | 11,178 | $383K | 0.0% | -49.7% | 0.010% | |
5/5/2025 | Private Advisor Group LLC | 1,187,735 | $40.72M | 0.2% | +204.4% | 1.082% | |
5/5/2025 | Hollencrest Capital Management | 9,167 | $314K | 0.0% | +7.8% | 0.008% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 27,859 | $955K | 0.2% | +22.1% | 0.026% | |
5/2/2025 | Allen Capital Group LLC | 393,940 | $13.50M | 1.5% | +10.1% | 0.364% | |
5/2/2025 | DDD Partners LLC | 59,782 | $2.05M | 0.2% | +2.7% | 0.055% | |
5/2/2025 | Victory Capital Management Inc. | 3,606,250 | $123.62M | 0.1% | +49.0% | 3.331% | |
5/2/2025 | Landmark Wealth Management LLC | 406,462 | $13.93M | 6.1% | +8.5% | 0.375% | |
5/2/2025 | Sigma Planning Corp | 37,762 | $1.29M | 0.0% | +255.6% | 0.035% | |