8/29/2025 | Total Investment Management Inc. | 1,101 | $53K | 0.0% | N/A | 0.002% | |
8/29/2025 | Centaurus Financial Inc. | 8,198 | $391K | 0.0% | +49.3% | 0.012% | |
8/27/2025 | Orion Porfolio Solutions LLC | 10,639 | $508K | 0.0% | +2.5% | 0.016% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 59,464 | $2.84M | 0.1% | N/A | 0.087% | |
8/19/2025 | Advisory Services Network LLC | 16,764 | $867K | 0.0% | +61.8% | 0.025% | |
8/18/2025 | N.E.W. Advisory Services LLC | 1,053 | $50K | 0.0% | -33.5% | 0.002% | |
8/18/2025 | Geneos Wealth Management Inc. | 15,843 | $757K | 0.0% | +202.0% | 0.023% | |
8/15/2025 | Corient Private Wealth LLC | 7,697 | $368K | 0.0% | N/A | 0.011% | |
8/15/2025 | Captrust Financial Advisors | 25,844 | $1.23M | 0.0% | +8.1% | 0.038% | |
8/15/2025 | Visionary Wealth Advisors | 9,202 | $439K | 0.0% | +11.6% | 0.014% | |
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8/15/2025 | Tidal Investments LLC | 298,376 | $14.25M | 0.1% | +3.2% | 0.439% | |
8/15/2025 | Orion Porfolio Solutions LLC | 10,639 | $508K | 0.0% | +2.5% | 0.016% | |
8/15/2025 | MML Investors Services LLC | 114,689 | $5.48M | 0.0% | +24.0% | 0.169% | |
8/15/2025 | EP Wealth Advisors LLC | 13,571 | $648K | 0.0% | +8.2% | 0.020% | |
8/15/2025 | Curi Capital LLC | 4,544 | $217K | 0.0% | N/A | 0.007% | |
8/15/2025 | Benjamin Edwards Inc. | 9,802 | $468K | 0.0% | N/A | 0.014% | |
8/14/2025 | White Knight Strategic Wealth Advisors LLC | 4,689 | $224K | 0.2% | N/A | 0.007% | |
8/14/2025 | Raymond James Financial Inc. | 16,184 | $773K | 0.0% | +33.8% | 0.024% | |
8/14/2025 | Metavasi Capital LP | 101,756 | $4.86M | 2.0% | N/A | 0.150% | |
8/14/2025 | NewEdge Advisors LLC | 11,884 | $567K | 0.0% | +19.4% | 0.017% | |
8/14/2025 | Cerity Partners LLC | 10,775 | $515K | 0.0% | -11.5% | 0.016% | |
8/13/2025 | StoneX Group Inc. | 13,815 | $660K | 0.0% | N/A | 0.020% | |
8/13/2025 | CW Advisors LLC | 7,315 | $349K | 0.0% | +4.1% | 0.011% | |
8/13/2025 | Beacon Pointe Advisors LLC | 22,073 | $1.05M | 0.0% | +70.3% | 0.032% | |
8/13/2025 | Van Hulzen Asset Management LLC | 36,407 | $1.74M | 0.1% | -5.6% | 0.054% | |
8/13/2025 | HBK Investments L P | 226,705 | $10.83M | 0.2% | N/A | 0.333% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 2,919 | $139K | 0.0% | N/A | 0.004% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 2,000 | $96K | 0.1% | +100.0% | 0.003% | |
8/12/2025 | Laurel Wealth Advisors LLC | 669 | $32K | 0.0% | +4,678.6% | 0.001% | |
8/12/2025 | One Charles Private Wealth Services LLC | 117,745 | $5.62M | 1.6% | +3.9% | 0.173% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 32,389 | $1.55M | 0.0% | +16,175.9% | 0.048% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 4,311 | $206K | 0.0% | N/A | 0.006% | |
8/12/2025 | Quadcap Wealth Management LLC | 66,825 | $3.19M | 0.4% | +39.3% | 0.098% | |
8/12/2025 | Insigneo Advisory Services LLC | 4,229 | $202K | 0.0% | N/A | 0.006% | |
8/12/2025 | Adalta Capital Management LLC | 4,000 | $191K | 0.1% | N/A | 0.006% | |
8/12/2025 | CreativeOne Wealth LLC | 8,543 | $408K | 0.0% | N/A | 0.013% | |
8/12/2025 | Global Retirement Partners LLC | 15,683 | $749K | 0.0% | N/A | 0.023% | |
8/12/2025 | Cynosure Group LLC | 4,390 | $210K | 0.0% | N/A | 0.006% | |
8/12/2025 | Tableaux LLC | 5,376 | $257K | 0.0% | N/A | 0.008% | |
8/12/2025 | Reliant Wealth Planning | 168,775 | $8.06M | 3.1% | +11.1% | 0.248% | |
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8/12/2025 | Franklin Resources Inc. | 18,087 | $864K | 0.0% | +45.5% | 0.027% | |
8/12/2025 | MAI Capital Management | 8,772 | $419K | 0.0% | +34.5% | 0.013% | |
8/12/2025 | JPMorgan Chase & Co. | 74,949 | $3.58M | 0.0% | -2.2% | 0.110% | |
8/11/2025 | TRUE Private Wealth Advisors | 4,228 | $202K | 0.0% | N/A | 0.004% | |
8/11/2025 | VSM Wealth Advisory LLC | 1,686 | $81K | 0.0% | +2,493.8% | 0.002% | |
8/11/2025 | RPO LLC | 45,900 | $2.19M | 4.5% | N/A | 0.044% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 10,810 | $516K | 0.1% | N/A | 0.010% | |
8/8/2025 | Cetera Investment Advisers | 14,338 | $685K | 0.0% | +130.8% | 0.014% | |
8/8/2025 | Creative Planning | 36,334 | $1.74M | 0.0% | +18.2% | 0.035% | |
8/8/2025 | Meridian Wealth Management LLC | 9,211 | $440K | 0.0% | +65.0% | 0.009% | |
8/8/2025 | Foundations Investment Advisors LLC | 34,528 | $1.65M | 0.0% | +51.8% | 0.033% | |
8/8/2025 | Beacon Harbor Wealth Advisors Inc. | 238,189 | $11.37M | 2.8% | N/A | 0.231% | |
8/8/2025 | SageOak Financial LLC | 4,277 | $204K | 0.2% | N/A | 0.004% | |
8/8/2025 | EagleClaw Capital Managment LLC | 215,640 | $10.30M | 1.5% | +2.9% | 0.209% | |
8/8/2025 | PNC Financial Services Group Inc. | 10,205 | $487K | 0.0% | +14.3% | 0.010% | |
8/7/2025 | Fagan Associates Inc. | 14,434 | $689K | 0.1% | +8.8% | 0.014% | |
8/7/2025 | Weil Company Inc. | 39,877 | $1.90M | 0.5% | +11.2% | 0.039% | |
8/7/2025 | CENTRAL TRUST Co | 815 | $39K | 0.0% | -23.3% | 0.001% | |
8/7/2025 | Montag A & Associates Inc. | 10,037 | $479K | 0.0% | +28.6% | 0.010% | |
8/7/2025 | Midwest Trust Co | 15,244 | $728K | 0.0% | N/A | 0.015% | |
8/6/2025 | AE Wealth Management LLC | 4,599 | $220K | 0.0% | N/A | 0.004% | |
8/6/2025 | North Capital Inc. | 7,878 | $376K | 0.3% | N/A | 0.008% | |
8/6/2025 | Soltis Investment Advisors LLC | 9,179 | $438K | 0.0% | N/A | 0.009% | |
8/6/2025 | HORAN Wealth LLC | 5,400 | $258K | 0.1% | N/A | 0.005% | |
8/6/2025 | Atlantic Union Bankshares Corp | 1,998 | $95K | 0.0% | N/A | 0.002% | |
8/6/2025 | Ovata Capital Management Ltd | 567,872 | $27.11M | 5.9% | N/A | 0.550% | |
8/6/2025 | Convergence Financial LLC | 10,291 | $491K | 0.1% | -6.3% | 0.010% | |
8/6/2025 | Moors & Cabot Inc. | 141,279 | $6.75M | 0.3% | +2.0% | 0.137% | |
8/5/2025 | FWG Holdings LLC | 5,135 | $261K | 0.1% | N/A | 0.005% | |
8/5/2025 | Claro Advisors LLC | 49,562 | $2.37M | 0.4% | +10.4% | 0.048% | |
8/5/2025 | Freestone Capital Holdings LLC | 10,411 | $497K | 0.0% | N/A | 0.010% | |
8/5/2025 | Bank of Montreal Can | 4,431 | $212K | 0.0% | N/A | 0.004% | |
8/5/2025 | Ciovacco Capital Management LLC | 7,748 | $370K | 0.2% | N/A | 0.008% | |
8/5/2025 | Hills Bank & Trust Co | 3,016 | $144K | 0.0% | N/A | 0.003% | |
8/4/2025 | Spire Wealth Management | 27,891 | $1.33M | 0.0% | +28.3% | 0.027% | |
8/4/2025 | Bristlecone Advisors LLC | 18,872 | $901K | 0.1% | N/A | 0.018% | |
8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 8,177 | $390K | 0.0% | +42.5% | 0.008% | |
8/1/2025 | Milestone Asset Management Group LLC | 4,528 | $216K | 0.2% | N/A | 0.004% | |
8/1/2025 | Bessemer Group Inc. | 839 | $40K | 0.0% | N/A | 0.001% | |
8/1/2025 | Pasadena Private Wealth LLC | 167,227 | $7.99M | 1.4% | +113.9% | 0.162% | |
8/1/2025 | Envestnet Asset Management Inc. | 40,134 | $1.92M | 0.0% | +27.2% | 0.039% | |
7/31/2025 | Wealthfront Advisers LLC | 67,885 | $3.24M | 0.0% | -3.7% | 0.066% | |
7/31/2025 | Interchange Capital Partners LLC | 15,700 | $750K | 0.2% | +26.2% | 0.015% | |
7/31/2025 | Fielder Capital Group LLC | 54,398 | $2.60M | 0.7% | +8.9% | 0.053% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 4,395 | $210K | 0.1% | +42.9% | 0.004% | |
7/31/2025 | Carnegie Investment Counsel | 13,420 | $641K | 0.0% | -33.8% | 0.013% | |
7/30/2025 | Bleakley Financial Group LLC | 25,951 | $1.24M | 0.0% | +10.1% | 0.025% | |
7/30/2025 | Sloy Dahl & Holst LLC | 655,939 | $31.32M | 4.4% | +2.6% | 0.635% | |
7/30/2025 | Legacy Wealth Asset Management LLC | 17,771 | $849K | 0.2% | -2.3% | 0.017% | |
7/30/2025 | Whittier Trust Co. | 2,653 | $127K | 0.0% | +508.5% | 0.003% | |
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7/30/2025 | Mills Wealth Advisors LLC | 5,256 | $251K | 0.1% | -4.1% | 0.005% | |
7/30/2025 | Drive Wealth Management LLC | 23,973 | $1.15M | 0.3% | +3.8% | 0.023% | |
7/29/2025 | LMG Wealth Partners LLC | 10,539 | $503K | 0.1% | N/A | 0.010% | |
7/29/2025 | Balboa Wealth Partners | 43,644 | $2.08M | 0.4% | +1.9% | 0.042% | |
7/29/2025 | Burford Brothers Inc. | 5,089 | $243K | 0.1% | N/A | 0.005% | |
7/29/2025 | Joseph P. Lucia & Associates LLC | 23,486 | $1.12M | 0.5% | +9.2% | 0.023% | |
7/29/2025 | Quotient Wealth Partners LLC | 4,544 | $217K | 0.0% | N/A | 0.004% | |
7/29/2025 | ShoreHaven Wealth Partners LLC | 76,203 | $3.64M | 1.5% | -4.1% | 0.074% | |
7/29/2025 | Angeles Wealth Management LLC | 4,196 | $200K | 0.0% | N/A | 0.004% | |
7/28/2025 | Pettinga Financial Advisors LLC | 47,816 | $2.28M | 0.5% | -2.6% | 0.046% | |