8/1/2025 | Envestnet Asset Management Inc. | 3,576,899 | $94.07M | 0.0% | +28.0% | 3.530% | |
7/31/2025 | Richards Merrill & Peterson Inc. | 66,720 | $1.76M | 0.8% | +33.2% | 0.066% | |
7/30/2025 | KPP Advisory Services LLC | 65,349 | $1.72M | 0.3% | -3.6% | 0.064% | |
7/30/2025 | Strategic Blueprint LLC | 210,070 | $5.53M | 0.3% | +19.9% | 0.207% | |
7/30/2025 | Brookstone Capital Management | 21,382 | $562K | 0.0% | -50.2% | 0.021% | |
7/30/2025 | D.A. Davidson & CO. | 580,897 | $15.28M | 0.1% | -31.2% | 0.573% | |
7/30/2025 | Cullen Frost Bankers Inc. | 89,177 | $2.35M | 0.0% | +36.3% | 0.088% | |
7/30/2025 | Financial Perspectives Inc | 6,004 | $158K | 0.0% | +17.7% | 0.006% | |
7/29/2025 | Stephens Inc. AR | 584,325 | $15.37M | 0.2% | +7.8% | 0.577% | |
7/29/2025 | Madison Wealth Partners Inc | 10,971 | $289K | 0.1% | N/A | 0.011% | |
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7/29/2025 | Balboa Wealth Partners | 10,047 | $264K | 0.1% | N/A | 0.010% | |
7/29/2025 | Morgan Dempsey Capital Management LLC | 5,622 | $148K | 0.1% | +15.8% | 0.006% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 158,200 | $4.16M | 0.1% | -5.7% | 0.156% | |
7/29/2025 | Stratos Wealth Partners LTD. | 55,369 | $1.46M | 0.0% | +480.3% | 0.055% | |
7/29/2025 | Private Trust Co. NA | 3,964 | $104K | 0.0% | +133.2% | 0.004% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 9,243 | $243K | 0.0% | N/A | 0.009% | |
7/28/2025 | Uptick Partners LLC | 42,325 | $1.11M | 0.3% | +80.4% | 0.042% | |
7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 128,648 | $3.38M | 1.4% | -30.3% | 0.127% | |
7/28/2025 | EQ Wealth Advisors LLC | 11,138 | $293K | 0.2% | +18.4% | 0.011% | |
7/28/2025 | Mutual Advisors LLC | 103,067 | $2.70M | 0.1% | +32.0% | 0.102% | |
7/28/2025 | Harbour Investments Inc. | 75,910 | $2.00M | 0.1% | +8.3% | 0.075% | |
7/28/2025 | Sagespring Wealth Partners LLC | 11,161 | $294K | 0.0% | +17.7% | 0.011% | |
7/28/2025 | RFG Advisory LLC | 208,523 | $5.48M | 0.1% | -2.2% | 0.206% | |
7/25/2025 | Atria Wealth Solutions Inc. | 251,920 | $6.63M | 0.1% | -16.0% | 0.249% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 97,364 | $2.56M | 0.0% | -23.0% | 0.096% | |
7/25/2025 | Bill Few Associates Inc. | 47,071 | $1.24M | 0.4% | +0.9% | 0.046% | |
7/25/2025 | CWM LLC | 4,417 | $116K | 0.0% | +30.4% | 0.004% | |
7/25/2025 | Concurrent Investment Advisors LLC | 130,444 | $3.43M | 0.1% | +2.2% | 0.129% | |
7/25/2025 | Apollon Wealth Management LLC | 28,298 | $744K | 0.0% | N/A | 0.028% | |
7/24/2025 | Endeavor Private Wealth Inc. | 114,217 | $3.00M | 1.4% | +27.6% | 0.113% | |
7/24/2025 | MSH Capital Advisors LLC | 17,947 | $472K | 0.1% | +24.5% | 0.018% | |
7/23/2025 | InTrack Investment Management Inc | 85,025 | $2.24M | 1.5% | N/A | 0.084% | |
7/23/2025 | Valmark Advisers Inc. | 876,546 | $23.05M | 0.3% | +2.4% | 0.865% | |
7/22/2025 | Confluence Wealth Services Inc. | 62,377 | $1.64M | 0.1% | +6.8% | 0.062% | |
7/22/2025 | Berger Financial Group Inc | 71,444 | $1.88M | 0.1% | +14.7% | 0.070% | |
7/21/2025 | Ameritas Advisory Services LLC | 12,516 | $329K | 0.0% | +32.2% | 0.012% | |
7/18/2025 | Panoramic Capital Partners LLC | 586,898 | $15.37M | 10.7% | N/A | 0.579% | |
7/18/2025 | Truist Financial Corp | 61,167 | $1.61M | 0.0% | +35.9% | 0.060% | |
7/17/2025 | Leverty Financial Group LLC | 1,427,371 | $37.54M | 11.2% | +5.2% | 1.437% | |
7/17/2025 | Janney Montgomery Scott LLC | 30,315 | $797K | 0.0% | +74.0% | 0.031% | |
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7/17/2025 | Greenbush Financial Group LLC | 351,514 | $9.25M | 4.0% | +7.3% | 0.354% | |
7/17/2025 | Tempus Wealth Planning LLC | 26,583 | $699K | 0.2% | +2.9% | 0.027% | |
7/16/2025 | ORG Partners LLC | 6,819 | $179K | 0.0% | +19,955.9% | 0.007% | |
7/16/2025 | Spinnaker Investment Group LLC | 773,624 | $20.35M | 4.8% | +10.8% | 0.779% | |
7/16/2025 | Freestate Advisors LLC | 12,913 | $340K | 0.3% | N/A | 0.013% | |
7/15/2025 | Regatta Capital Group LLC | 718,467 | $18.90M | 3.2% | +1.8% | 0.723% | |
7/15/2025 | Hartmann Taylor Wealth Management LLC | 12,546 | $330K | 0.3% | +58.5% | 0.013% | |
7/14/2025 | AdvisorNet Financial Inc | 25,878 | $681K | 0.0% | +9.6% | 0.027% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 40,497 | $1.07M | 0.0% | +13.5% | 0.042% | |
7/11/2025 | AA Financial Advisors LLC | 24,616 | $647K | 0.1% | N/A | 0.026% | |
7/11/2025 | LongView Wealth Management | 53,120 | $1.40M | 0.4% | +30.1% | 0.055% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 356,869 | $9.34M | 0.0% | -4.3% | 0.373% | |
7/10/2025 | American Financial Advisors LLC | 878,099 | $23.09M | 3.2% | -2.9% | 0.917% | |
7/10/2025 | Sovran Advisors LLC | 275,159 | $7.18M | 0.8% | +2,040.5% | 0.287% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 195,948 | $5.15M | 0.2% | +13.6% | 0.205% | |
7/9/2025 | Pines Wealth Management LLC | 37,032 | $969K | 0.3% | +18.8% | 0.039% | |
7/9/2025 | Sunpointe LLC | 13,764 | $362K | 0.1% | N/A | 0.014% | |
7/9/2025 | Fiduciary Alliance LLC | 122,871 | $3.23M | 0.2% | N/A | 0.128% | |
7/8/2025 | Advance Capital Management Inc. | 11,517,435 | $302.91M | 13.7% | +6.9% | 12.219% | |
7/7/2025 | Peterson Wealth Advisors LLC | 7,614 | $200K | 0.0% | N/A | 0.008% | |
7/2/2025 | Dentgroup LLC | 214,207 | $5.63M | 3.9% | +8.1% | 0.230% | |
7/1/2025 | Harbor Investment Advisory LLC | 16,213 | $426K | 0.0% | +13.5% | 0.017% | |
5/27/2025 | Jacobi Capital Management LLC | 20,434 | $537K | 0.0% | N/A | 0.024% | |
5/21/2025 | Geneos Wealth Management Inc. | 137,772 | $3.62M | 0.1% | N/A | 0.169% | |
5/19/2025 | Jane Street Group LLC | 349,693 | $9.19M | 0.0% | +124.2% | 0.428% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 167,850 | $4.41M | 0.1% | -1.5% | 0.205% | |
5/16/2025 | Jones Financial Companies Lllp | 49,626 | $1.29M | 0.0% | -50.0% | 0.061% | |
5/16/2025 | NewEdge Advisors LLC | 130,240 | $3.42M | 0.0% | +43.3% | 0.159% | |
5/16/2025 | Integrated Wealth Concepts LLC | 35,441 | $931K | 0.0% | +20.2% | 0.043% | |
5/16/2025 | Ancora Advisors LLC | 133,046 | $3.50M | 0.1% | -6.7% | 0.163% | |
5/15/2025 | Royal Bank of Canada | 1,205,090 | $31.67M | 0.0% | +8.5% | 1.475% | |
5/15/2025 | Baird Financial Group Inc. | 75,685 | $1.99M | 0.0% | +679.1% | 0.093% | |
5/15/2025 | OLD Mission Capital LLC | 24,592 | $646K | 0.0% | -81.6% | 0.030% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 3,744 | $98K | 0.1% | N/A | 0.005% | |
5/14/2025 | Jane Street Group LLC | 349,693 | $9.19M | 0.0% | +124.2% | 0.428% | |
5/14/2025 | Evergreen Wealth Solutions LLC | 45,085 | $1.19M | 0.8% | +344.2% | 0.055% | |
5/14/2025 | Full Sail Capital LLC | 9,714 | $255K | 0.0% | N/A | 0.012% | |
5/14/2025 | Comerica Bank | 14,016 | $368K | 0.0% | +62.6% | 0.017% | |
5/14/2025 | Smartleaf Asset Management LLC | 256,461 | $6.73M | 0.6% | +66.0% | 0.314% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,654,098 | $69.75M | 0.1% | +66.7% | 3.248% | |
5/14/2025 | Kestra Advisory Services LLC | 294,792 | $7.75M | 0.0% | +11.6% | 0.361% | |
5/14/2025 | CW Advisors LLC | 66,440 | $1.74M | 0.0% | N/A | 0.081% | |
5/14/2025 | Capital Analysts LLC | 4,104 | $108K | 0.0% | N/A | 0.005% | |
5/14/2025 | CWS Financial Advisors LLC | 27,961 | $735K | 0.2% | +63.4% | 0.034% | |
5/13/2025 | Raymond James Financial Inc. | 1,589,533 | $41.77M | 0.0% | +113.4% | 1.945% | |
5/13/2025 | Sei Investments Co. | 30,607 | $804K | 0.0% | N/A | 0.037% | |
5/13/2025 | MSH Capital Advisors LLC | 14,417 | $379K | 0.1% | +15.4% | 0.018% | |
5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 184,480 | $4.84M | 2.2% | +150.4% | 0.226% | |
5/12/2025 | Berger Financial Group Inc | 62,311 | $1.64M | 0.1% | N/A | 0.076% | |
5/12/2025 | Benjamin Edwards Inc. | 61,378 | $1.61M | 0.0% | +61.3% | 0.075% | |
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5/12/2025 | Townsquare Capital LLC | 27,365 | $719K | 0.0% | -54.4% | 0.033% | |
5/12/2025 | AlphaCore Capital LLC | 19,549 | $514K | 0.0% | N/A | 0.024% | |
5/9/2025 | Atria Wealth Solutions Inc. | 300,000 | $7.91M | 0.1% | +73.9% | 0.367% | |
5/9/2025 | Commonwealth Equity Services LLC | 596,861 | $15.69M | 0.0% | +22.0% | 0.730% | |
5/9/2025 | Delta Financial Group Inc. | 33,195 | $870K | 0.2% | -3.9% | 0.041% | |
5/8/2025 | Endeavor Private Wealth Inc. | 89,496 | $2.35M | 1.3% | +21.0% | 0.110% | |
5/8/2025 | IFG Advisory LLC | 22,653 | $595K | 0.0% | +80.3% | 0.028% | |
5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 160,651 | $4.22M | 1.4% | +34.2% | 0.197% | |
5/8/2025 | Harbour Investments Inc. | 70,086 | $1.84M | 0.1% | +118.3% | 0.086% | |
5/8/2025 | Cannon Wealth Management Services LLC | 209,255 | $5.47M | 4.9% | +4.8% | 0.256% | |