7/18/2025 | Vicus Capital | 13,652 | $555K | 0.0% | N/A | 0.004% | |
7/18/2025 | Trilogy Capital Inc. | 13,428 | $546K | 0.0% | +2.8% | 0.004% | |
7/18/2025 | Trust Co. of Vermont | 1,266 | $51K | 0.0% | N/A | 0.000% | |
7/18/2025 | Truist Financial Corp | 524,427 | $21.32M | 0.0% | -10.7% | 0.153% | |
7/17/2025 | Eclectic Associates Inc. ADV | 657,431 | $26.72M | 5.8% | +12.7% | 0.195% | |
7/17/2025 | LexAurum Advisors LLC | 30,735 | $1.25M | 0.2% | -2.0% | 0.009% | |
7/17/2025 | Janney Montgomery Scott LLC | 1,196,678 | $48.65M | 0.1% | +30.0% | 0.354% | |
7/17/2025 | Venture Visionary Partners LLC | 44,083 | $1.79M | 0.1% | +143.4% | 0.013% | |
7/17/2025 | Nicholson Meyer Capital Management Inc. | 97,670 | $3.97M | 3.4% | +188.6% | 0.029% | |
7/17/2025 | Greenbush Financial Group LLC | 492,414 | $20.02M | 8.7% | -1.2% | 0.146% | |
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7/17/2025 | Genesis Private Wealth LLC | 208,799 | $8.49M | 4.0% | +2.6% | 0.062% | |
7/17/2025 | Investment Advisory Services Inc. TX ADV | 48,585 | $1.98M | 0.7% | +17.4% | 0.014% | |
7/17/2025 | Beacon Capital Management LLC | 1,905 | $77K | 0.0% | N/A | 0.001% | |
7/17/2025 | Johnson Bixby & Associates LLC | 1,324,486 | $53.84M | 7.4% | +1.8% | 0.392% | |
7/17/2025 | KWB Wealth | 118,034 | $4.80M | 0.5% | +44.7% | 0.035% | |
7/16/2025 | Signature Resources Capital Management LLC | 65,294 | $2.65M | 1.6% | +2.3% | 0.019% | |
7/16/2025 | Midwest Heritage Bank FSB | 280,082 | $11.39M | 4.3% | +18.3% | 0.083% | |
7/16/2025 | Townsend Asset Management Corp NC ADV | 131,052 | $5.33M | 1.9% | -1.4% | 0.039% | |
7/16/2025 | ORG Partners LLC | 9,866 | $397K | 0.1% | +38.2% | 0.003% | |
7/16/2025 | Destiny Wealth Partners LLC | 124,907 | $5.08M | 0.7% | +5.8% | 0.037% | |
7/16/2025 | ST Germain D J Co. Inc. | 125,084 | $5.09M | 0.2% | +1.2% | 0.037% | |
7/16/2025 | Swisher Financial Concepts Inc. | 167,711 | $6.82M | 4.4% | +15.4% | 0.050% | |
7/16/2025 | Crown Wealth Group LLC | 5,658 | $230K | 0.1% | N/A | 0.002% | |
7/16/2025 | Owen LaRue LLC | 62,686 | $2.55M | 1.1% | +61.5% | 0.019% | |
7/16/2025 | Kerntke Otto McGlone Wealth Management Group | 22,383 | $910K | 0.7% | +32.5% | 0.007% | |
7/16/2025 | Magnus Financial Group LLC | 113,674 | $4.62M | 0.4% | +12.2% | 0.034% | |
7/15/2025 | Centerline Wealth Advisors LLC | 206,093 | $8.38M | 4.1% | -24.7% | 0.061% | |
7/15/2025 | Cora Capital Advisors LLC | 9,932 | $404K | 0.2% | +52.5% | 0.003% | |
7/15/2025 | Signet Financial Management LLC | 70,389 | $2.86M | 0.4% | -20.0% | 0.021% | |
7/15/2025 | Legacy Solutions LLC | 158,030 | $6.42M | 6.2% | +2.1% | 0.047% | |
7/15/2025 | Hartmann Taylor Wealth Management LLC | 324,452 | $13.19M | 11.0% | +15.2% | 0.096% | |
7/15/2025 | Lynch & Associates IN | 31,213 | $1.27M | 0.3% | +20.5% | 0.009% | |
7/15/2025 | James J. Burns & Company LLC | 6,128 | $249K | 0.0% | N/A | 0.002% | |
7/15/2025 | tru Independence LLC | 161,996 | $6.59M | 1.9% | +60.6% | 0.048% | |
7/15/2025 | Charter Capital Management LLC DE | 152,651 | $6.21M | 3.6% | N/A | 0.045% | |
7/15/2025 | CGN Advisors LLC | 18,654 | $758K | 0.1% | +8.9% | 0.006% | |
7/14/2025 | Gries Financial LLC | 47,334 | $1.92M | 0.4% | N/A | 0.014% | |
7/14/2025 | AdvisorNet Financial Inc | 495,516 | $20.14M | 1.3% | +4.2% | 0.146% | |
7/14/2025 | CRA Financial Services LLC | 6,155 | $250K | 0.0% | -7.3% | 0.002% | |
7/14/2025 | BetterWealth LLC | 201,118 | $8.18M | 2.1% | +7.6% | 0.059% | |
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7/14/2025 | U.S. Capital Wealth Advisors LLC | 5,611 | $228K | 0.0% | -55.8% | 0.002% | |
7/14/2025 | Main Line Retirement Advisors LLC | 425,787 | $17.31M | 9.9% | +8.5% | 0.126% | |
7/14/2025 | Park Avenue Securities LLC | 25,103 | $1.02M | 0.0% | +15.2% | 0.007% | |
7/14/2025 | A&I Financial Services LLC | 103,408 | $4.20M | 2.4% | +11.9% | 0.030% | |
7/11/2025 | Trinity Wealth Management LLC | 39,035 | $1.59M | 0.6% | +121.3% | 0.012% | |
7/11/2025 | Lincoln Capital LLC | 57,854 | $2.35M | 0.5% | +2.8% | 0.017% | |
7/11/2025 | Farther Finance Advisors LLC | 598,921 | $24.35M | 0.5% | +230.6% | 0.178% | |
7/11/2025 | Pinnacle Bancorp Inc. | 6,000 | $244K | 0.1% | +84.6% | 0.002% | |
7/11/2025 | Lantz Financial LLC | 95,277 | $3.87M | 1.0% | +2.5% | 0.028% | |
7/11/2025 | AA Financial Advisors LLC | 200,152 | $8.14M | 1.8% | +1.8% | 0.060% | |
7/11/2025 | LongView Wealth Management | 216,514 | $8.80M | 2.7% | -30.9% | 0.064% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 28,640 | $1.16M | 0.0% | N/A | 0.009% | |
7/10/2025 | Worth Asset Management LLC | 4,940 | $201K | 0.1% | N/A | 0.001% | |
7/10/2025 | Exchange Traded Concepts LLC | 22,655 | $921K | 0.0% | N/A | 0.007% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,032,202 | $82.98M | 0.1% | +1.2% | 0.605% | |
7/10/2025 | KMG Fiduciary Partners LLC | 20,896 | $849K | 0.1% | -9.5% | 0.006% | |
7/10/2025 | Professional Financial Advisors LLC | 31,051 | $1.26M | 0.3% | +0.9% | 0.009% | |
7/10/2025 | Sovran Advisors LLC | 278,742 | $11.29M | 1.2% | -7.6% | 0.083% | |
7/10/2025 | Financial Management Network Inc. | 71,421 | $2.92M | 0.5% | +89.7% | 0.021% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 88,673 | $3.61M | 0.1% | -4.1% | 0.026% | |
7/9/2025 | Fjell Capital LLC | 63,697 | $2.59M | 2.4% | +2.9% | 0.019% | |
7/9/2025 | Sapient Capital LLC | 5,125 | $208K | 0.0% | N/A | 0.002% | |
7/9/2025 | Fermata Advisors LLC | 42,475 | $1.73M | 0.5% | +5.6% | 0.013% | |
7/9/2025 | Fiduciary Alliance LLC | 39,432 | $1.60M | 0.1% | N/A | 0.012% | |
7/9/2025 | Beacon Financial Group | 247,108 | $10.05M | 1.0% | +28.2% | 0.074% | |
7/9/2025 | WealthCare Investment Partners LLC | 274,830 | $11.22M | 4.0% | -5.4% | 0.082% | |
7/8/2025 | IAM Advisory LLC | 345,835 | $14.06M | 3.4% | +444.0% | 0.103% | |
7/8/2025 | Everpar Advisors LLC | 106,172 | $4.32M | 2.0% | +24.7% | 0.032% | |
7/8/2025 | Adamsbrown Wealth Consultants LLC | 1,029,371 | $41.84M | 12.1% | +12.2% | 0.308% | |
7/8/2025 | Advance Capital Management Inc. | 757,244 | $30.78M | 1.4% | -4.7% | 0.226% | |
7/8/2025 | Ballew Advisors Inc | 264,882 | $10.82M | 6.4% | +2.5% | 0.079% | |
7/8/2025 | NBC Securities Inc. | 57,645 | $2.34M | 0.2% | +2.6% | 0.017% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 78,865 | $3.21M | 0.4% | +124.3% | 0.024% | |
7/2/2025 | HBW Advisory Services LLC | 138,143 | $5.62M | 0.7% | +17.9% | 0.042% | |
7/1/2025 | Harbor Investment Advisory LLC | 9,161 | $372K | 0.0% | +131.3% | 0.003% | |
7/1/2025 | Kera Capital Partners Inc. | 179,443 | $7.29M | 1.4% | +28.6% | 0.054% | |
6/5/2025 | Cim LLC | 12,173 | $417K | 0.1% | -15.9% | 0.004% | |
6/2/2025 | Modern Wealth Management LLC | 31,771 | $1.09M | 0.0% | +51.6% | 0.010% | |
5/28/2025 | Jones Financial Companies Lllp | 3,322,912 | $113.98M | 0.1% | +49.3% | 1.062% | |
5/21/2025 | Main Line Retirement Advisors LLC | 392,406 | $13.44M | 8.7% | +2.7% | 0.125% | |
5/21/2025 | Geneos Wealth Management Inc. | 646,511 | $22.14M | 0.7% | +8.4% | 0.207% | |
5/20/2025 | Belpointe Asset Management LLC | 14,631 | $501K | 0.0% | +11.8% | 0.005% | |
5/20/2025 | Focus Partners Wealth | 642,473 | $22.01M | 0.1% | +17,306.5% | 0.205% | |
5/20/2025 | Integrity Alliance LLC. | 49,531 | $1.70M | 0.1% | +214.3% | 0.016% | |
5/16/2025 | Faithward Advisors LLC | 11,216 | $384K | 0.1% | -21.3% | 0.004% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 2,595,192 | $88.89M | 2.3% | -3.4% | 0.830% | |
5/16/2025 | Challenger Wealth Management | 390,123 | $13.36M | 10.6% | +89.1% | 0.125% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 24,941 | $854K | 0.0% | +3.3% | 0.008% | |
5/16/2025 | Goldman Sachs Group Inc. | 319,824 | $10.95M | 0.0% | +174.1% | 0.097% | |
5/16/2025 | Kestra Investment Management LLC | 1,782,359 | $61.05M | 1.9% | +56.6% | 0.570% | |
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5/16/2025 | Jones Financial Companies Lllp | 858,532 | $29.26M | 0.0% | -61.4% | 0.274% | |
5/16/2025 | Obsidian Personal Planning Solutions LLC | 220,613 | $7.69M | 3.4% | +4.7% | 0.071% | |
5/16/2025 | National Wealth Management Group LLC | 21,811 | $747K | 0.5% | +10.9% | 0.007% | |
5/16/2025 | NewEdge Advisors LLC | 1,368,922 | $46.89M | 0.3% | +8.8% | 0.438% | |
5/16/2025 | Integrated Wealth Concepts LLC | 56,948 | $1.95M | 0.0% | +30.1% | 0.019% | |
5/16/2025 | Investmark Advisory Group LLC | 240,053 | $8.22M | 4.1% | +1.9% | 0.080% | |
5/15/2025 | Ashton Thomas Securities LLC | 19,911 | $682K | 0.2% | +8.5% | 0.007% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 76,032 | $2.60M | 0.0% | +325.9% | 0.025% | |
5/15/2025 | Ameriflex Group Inc. | 28,388 | $972K | 0.4% | +378.6% | 0.009% | |
5/15/2025 | Flputnam Investment Management Co. | 157,987 | $5.41M | 0.1% | -2.1% | 0.052% | |