8/8/2025 | Financial Gravity Companies Inc. | 3,145 | $184K | 0.0% | N/A | 0.004% | |
8/8/2025 | Kingsview Wealth Management LLC | 92,884 | $5.44M | 0.1% | +0.6% | 0.123% | |
8/8/2025 | Creative Planning | 63,990 | $3.75M | 0.0% | +10.8% | 0.085% | |
8/8/2025 | Advisory Resource Group | 3,520 | $206K | 0.0% | N/A | 0.005% | |
8/8/2025 | Empower Advisory Group LLC | 6,337 | $371K | 0.0% | -18.0% | 0.008% | |
8/8/2025 | Foundations Investment Advisors LLC | 7,473 | $438K | 0.0% | +11.9% | 0.010% | |
8/8/2025 | PNC Financial Services Group Inc. | 501,955 | $29.41M | 0.0% | +10.5% | 0.667% | |
8/8/2025 | Advyzon Investment Management LLC | 4,097 | $240K | 0.1% | -32.1% | 0.005% | |
8/7/2025 | Ellerson Group Inc. ADV | 7,778 | $456K | 0.3% | +38.4% | 0.010% | |
8/7/2025 | Vise Technologies Inc. | 33,108 | $1.94M | 0.1% | N/A | 0.044% | |
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8/7/2025 | Allworth Financial LP | 4,536 | $266K | 0.0% | +8.2% | 0.006% | |
8/7/2025 | Ascension Capital Advisors Inc. | 3,695 | $216K | 0.1% | N/A | 0.005% | |
8/6/2025 | Bonfire Financial | 19,064 | $1.12M | 0.9% | +9.5% | 0.025% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 15,500 | $908K | 0.2% | +10.5% | 0.021% | |
8/6/2025 | Bryn Mawr Trust Advisors LLC | 7,813 | $458K | 0.0% | +27.6% | 0.010% | |
8/6/2025 | Pekin Hardy Strauss Inc. | 19,705 | $1.16M | 0.1% | -12.1% | 0.026% | |
8/6/2025 | Soltis Investment Advisors LLC | 53,930 | $3.16M | 0.2% | +7.0% | 0.072% | |
8/6/2025 | Ethos Financial Group LLC | 7,395 | $433K | 0.0% | -17.9% | 0.010% | |
8/6/2025 | Ovata Capital Management Ltd | 39,977 | $2.34M | 0.5% | N/A | 0.053% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 31,119 | $1.82M | 0.2% | +31.8% | 0.041% | |
8/5/2025 | Claro Advisors LLC | 68,433 | $4.01M | 0.7% | +21.7% | 0.091% | |
8/5/2025 | Magnolia Capital Advisors LLC | 105,980 | $6.21M | 1.6% | +14.1% | 0.141% | |
8/5/2025 | Freestone Capital Holdings LLC | 22,512 | $1.32M | 0.0% | +23.7% | 0.030% | |
8/5/2025 | Intellectus Partners LLC | 10,800 | $633K | 0.1% | +10.2% | 0.014% | |
8/5/2025 | Beam Wealth Advisors Inc. | 93,931 | $5.50M | 1.6% | +2.8% | 0.125% | |
8/5/2025 | Kesler Norman & Wride LLC | 18,363 | $1.08M | 0.2% | N/A | 0.024% | |
8/4/2025 | Atria Investments Inc | 4,223 | $247K | 0.0% | -6.9% | 0.006% | |
8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 6,659 | $390K | 0.0% | +42.5% | 0.009% | |
8/4/2025 | Quaker Wealth Management LLC | 2,530 | $148K | 0.0% | -195.3% | 0.003% | |
8/1/2025 | Wealth Watch Advisors INC | 17,541 | $1.03M | 0.6% | +17.7% | 0.023% | |
8/1/2025 | Pasadena Private Wealth LLC | 7,705 | $451K | 0.1% | +17.1% | 0.010% | |
8/1/2025 | Signature Wealth Management Group | 33,362 | $1.96M | 0.8% | +1.5% | 0.044% | |
8/1/2025 | Envestnet Asset Management Inc. | 126,276 | $7.40M | 0.0% | -6.3% | 0.168% | |
7/31/2025 | Conservest Capital Advisors Inc. | 10,485 | $614K | 0.1% | +50.1% | 0.014% | |
7/31/2025 | Stegent Equity Advisors Inc. | 11,237 | $658K | 0.6% | -21.4% | 0.015% | |
7/31/2025 | Mason & Associates Inc | 12,220 | $716K | 0.2% | +29.3% | 0.016% | |
7/31/2025 | Fielder Capital Group LLC | 205,451 | $12.04M | 3.2% | -45.2% | 0.273% | |
7/31/2025 | 3EDGE Asset Management LP | 18,353 | $1.08M | 0.1% | -31.9% | 0.024% | |
7/30/2025 | Capital Wealth Alliance LLC | 26,614 | $1.56M | 0.8% | -3.2% | 0.035% | |
7/30/2025 | Brookstone Capital Management | 18,835 | $1.10M | 0.0% | -4.2% | 0.025% | |
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7/29/2025 | Salus Financial Advisors LLC | 39,462 | $2.31M | 1.6% | +16.4% | 0.052% | |
7/29/2025 | Balboa Wealth Partners | 4,099 | $240K | 0.0% | N/A | 0.005% | |
7/29/2025 | Financial Guidance Group Inc. | 8,813 | $516K | 0.3% | N/A | 0.012% | |
7/25/2025 | CWM LLC | 212,807 | $12.47M | 0.0% | +10.2% | 0.283% | |
7/25/2025 | Johnson Investment Counsel Inc. | 5,522 | $324K | 0.0% | N/A | 0.007% | |
7/24/2025 | Fischer Investment Strategies LLC | 18,993 | $1.11M | 0.7% | N/A | 0.025% | |
7/24/2025 | Gunderson Capital Management Inc. | 3,936 | $231K | 0.1% | -52.3% | 0.005% | |
7/24/2025 | Brandywine Oak Private Wealth LLC | 23,073 | $1.35M | 0.1% | +58.5% | 0.031% | |
7/23/2025 | Clear Creek Financial Management LLC | 184,874 | $10.83M | 1.0% | +18.6% | 0.246% | |
7/23/2025 | Traphagen Investment Advisors LLC | 235,616 | $13.81M | 1.3% | +6.2% | 0.313% | |
7/23/2025 | Pure Portfolios Holdings LLC | 7,283 | $427K | 0.1% | -17.2% | 0.010% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 4,499 | $264K | 0.0% | N/A | 0.006% | |
7/23/2025 | Meitav Investment House Ltd. | 37,574 | $2.20M | 0.0% | +66.7% | 0.050% | |
7/23/2025 | SteelPeak Wealth LLC | 6,800 | $398K | 0.0% | N/A | 0.009% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 5,435 | $318K | 0.0% | -13.8% | 0.007% | |
7/23/2025 | Next Level Wealth Planning LLC | 10,771 | $631K | 0.4% | N/A | 0.014% | |
7/22/2025 | Capital Advisors Inc. OK | 3,685 | $216K | 0.0% | N/A | 0.005% | |
7/22/2025 | Belpointe Asset Management LLC | 13,368 | $783K | 0.0% | +27.5% | 0.018% | |
7/22/2025 | Realta Investment Advisors | 9,478 | $555K | 0.2% | N/A | 0.013% | |
7/21/2025 | Clarity Capital Partners LLC | 11,285 | $661K | 0.2% | +34.9% | 0.015% | |
7/21/2025 | Ameritas Advisory Services LLC | 784 | $46K | 0.0% | N/A | 0.001% | |
7/18/2025 | Wiser Wealth Management Inc | 42,101 | $2.47M | 0.6% | +20.4% | 0.056% | |
7/18/2025 | Hudson Value Partners LLC | 11,893 | $697K | 0.2% | -3.2% | 0.016% | |
7/18/2025 | Precision Wealth Strategies LLC | 9,566 | $560K | 0.2% | -9.3% | 0.013% | |
7/18/2025 | Client 1ST Advisory Group LLC | 5,388 | $316K | 0.1% | +6.2% | 0.007% | |
7/18/2025 | Consolidated Portfolio Review Corp | 10,802 | $633K | 0.1% | +23.9% | 0.014% | |
7/17/2025 | Emerald Advisors LLC | 15,439 | $905K | 0.1% | +148.1% | 0.021% | |
7/17/2025 | Leverty Financial Group LLC | 9,185 | $538K | 0.2% | +87.1% | 0.012% | |
7/17/2025 | Smith Anglin Financial LLC | 22,891 | $1.34M | 0.1% | +13.8% | 0.031% | |
7/17/2025 | Refined Wealth Management | 179,375 | $10.51M | 7.2% | +0.6% | 0.239% | |
7/17/2025 | Avior Wealth Management LLC | 7,895 | $463K | 0.0% | +19.9% | 0.011% | |
7/16/2025 | Highline Wealth Partners LLC | 75,581 | $4.43M | 1.3% | +5.4% | 0.101% | |
7/16/2025 | Moisand Fitzgerald Tamayo LLC | 5,999 | $351K | 0.0% | +2.8% | 0.008% | |
7/16/2025 | Eagle Global Advisors LLC | 9,100 | $533K | 0.0% | +93.6% | 0.012% | |
7/16/2025 | Embree Financial Group | 51,885 | $3.04M | 0.5% | -4.0% | 0.069% | |
7/16/2025 | Crown Wealth Group LLC | 3,647 | $214K | 0.1% | N/A | 0.005% | |
7/16/2025 | Wealth Group Ltd | 18,758 | $1.10M | 0.3% | N/A | 0.025% | |
7/16/2025 | Perigon Wealth Management LLC | 39,637 | $2.32M | 0.1% | -29.5% | 0.053% | |
7/16/2025 | Maridea Wealth Management LLC | 11,558 | $677K | 0.2% | -4.8% | 0.015% | |
7/16/2025 | Magnus Financial Group LLC | 175,192 | $10.26M | 0.9% | +1.8% | 0.234% | |
7/15/2025 | Cora Capital Advisors LLC | 3,750 | $220K | 0.1% | N/A | 0.005% | |
7/15/2025 | Well Done LLC | 33,401 | $1.96M | 0.4% | +387.0% | 0.045% | |
7/15/2025 | Sheets Smith Wealth Management | 5,694 | $334K | 0.0% | -18.5% | 0.008% | |
7/15/2025 | MCF Advisors LLC | 6,598 | $387K | 0.0% | +77.9% | 0.009% | |
7/15/2025 | Revisor Wealth Management LLC | 7,019 | $433K | 0.2% | +4.1% | 0.009% | |
7/15/2025 | Optima Capital LLC | 52,503 | $3.08M | 1.7% | +97.1% | 0.070% | |
7/14/2025 | CRA Financial Services LLC | 9,539 | $559K | 0.1% | +4.7% | 0.013% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 21,130 | $1.24M | 0.0% | +3.8% | 0.028% | |
7/11/2025 | Farther Finance Advisors LLC | 31,520 | $1.85M | 0.0% | -18.2% | 0.043% | |
7/11/2025 | Silver Oak Securities Incorporated | 27,992 | $1.64M | 0.1% | -7.5% | 0.038% | |
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7/10/2025 | Wealth Enhancement Advisory Services LLC | 107,163 | $6.37M | 0.0% | +3.3% | 0.146% | |
7/10/2025 | RFG Holdings Inc. | 10,323 | $605K | 0.2% | +4.9% | 0.014% | |
7/10/2025 | KMG Fiduciary Partners LLC | 60,517 | $3.55M | 0.3% | +1.5% | 0.082% | |
7/9/2025 | Archer Investment Management LLC | 23,062 | $1.35M | 1.0% | -24.9% | 0.031% | |
7/9/2025 | Shore Point Advisors LLC | 6,667 | $391K | 0.2% | +11.1% | 0.009% | |
7/9/2025 | Riversedge Advisors LLC | 3,925 | $230K | 0.0% | N/A | 0.005% | |
7/8/2025 | FF Advisors LLC | 36,314 | $2.13M | 1.1% | +0.6% | 0.050% | |
7/8/2025 | Adamsbrown Wealth Consultants LLC | 7,517 | $440K | 0.1% | +33.4% | 0.010% | |
7/8/2025 | Advance Capital Management Inc. | 97,734 | $5.73M | 0.3% | +72.7% | 0.133% | |
7/7/2025 | Nova Wealth Management Inc. | 517 | $30K | 0.0% | -49.4% | 0.001% | |