7/18/2025 | Vicus Capital | 9,598 | $260K | 0.0% | N/A | 0.007% | |
7/18/2025 | Pure Financial Advisors LLC | 7,843 | $213K | 0.0% | -14.2% | 0.006% | |
7/18/2025 | Consolidated Planning Corp | 1,184,130 | $32.13M | 4.0% | +4.2% | 0.857% | |
7/18/2025 | Trilogy Capital Inc. | 11,174 | $303K | 0.0% | -9.2% | 0.008% | |
7/17/2025 | Eclectic Associates Inc. ADV | 1,464,718 | $39.74M | 8.6% | +4.7% | 1.065% | |
7/17/2025 | G&S Capital LLC | 126,965 | $3.45M | 1.4% | -31.0% | 0.092% | |
7/17/2025 | Janney Montgomery Scott LLC | 1,222,004 | $33.15M | 0.1% | +10.0% | 0.889% | |
7/17/2025 | ERn Financial LLC | 44,520 | $1.21M | 0.3% | +5.9% | 0.032% | |
7/17/2025 | Beacon Capital Management LLC | 2,749 | $75K | 0.0% | N/A | 0.002% | |
7/17/2025 | Worth Financial Advisory Group LLC | 160,864 | $4.36M | 2.7% | +6.7% | 0.117% | |
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7/17/2025 | Willow Creek Wealth Management Inc. | 7,819 | $212K | 0.0% | N/A | 0.006% | |
7/16/2025 | Signature Resources Capital Management LLC | 25,894 | $703K | 0.4% | +31.1% | 0.019% | |
7/16/2025 | Meridian Investment Counsel Inc. | 133,290 | $3.62M | 1.0% | +6.2% | 0.097% | |
7/16/2025 | ST Germain D J Co. Inc. | 11,476 | $311K | 0.0% | +8.9% | 0.008% | |
7/16/2025 | Swisher Financial Concepts Inc. | 180,433 | $4.90M | 3.2% | +16.0% | 0.131% | |
7/16/2025 | Kerntke Otto McGlone Wealth Management Group | 37,651 | $1.02M | 0.8% | +10.2% | 0.027% | |
7/16/2025 | Perigon Wealth Management LLC | 8,516 | $231K | 0.0% | N/A | 0.006% | |
7/15/2025 | Avaii Wealth Management LLC | 26,506 | $719K | 0.3% | -15.3% | 0.019% | |
7/15/2025 | tru Independence LLC | 17,503 | $475K | 0.1% | -10.8% | 0.013% | |
7/15/2025 | Charter Capital Management LLC DE | 63,353 | $1.72M | 1.0% | N/A | 0.046% | |
7/14/2025 | AdvisorNet Financial Inc | 947,042 | $25.69M | 1.7% | +3.6% | 0.686% | |
7/14/2025 | CRA Financial Services LLC | 12,540 | $340K | 0.1% | -3.8% | 0.009% | |
7/14/2025 | BetterWealth LLC | 525,246 | $14.25M | 3.6% | +9.6% | 0.380% | |
7/14/2025 | McGlone Suttner Wealth Management Inc. | 696,455 | $18.90M | 2.9% | +2.7% | 0.504% | |
7/14/2025 | Main Line Retirement Advisors LLC | 631,499 | $17.13M | 9.8% | +10.0% | 0.457% | |
7/14/2025 | Sowell Financial Services LLC | 9,997 | $271K | 0.0% | N/A | 0.007% | |
7/11/2025 | Trinity Wealth Management LLC | 22,108 | $600K | 0.2% | N/A | 0.016% | |
7/11/2025 | Farther Finance Advisors LLC | 3,158 | $86K | 0.0% | N/A | 0.002% | |
7/11/2025 | UMB Bank n.a. | 1,671 | $45K | 0.0% | N/A | 0.001% | |
7/11/2025 | Lantz Financial LLC | 532,289 | $14.44M | 3.6% | +5.5% | 0.382% | |
7/11/2025 | LongView Wealth Management | 10,072 | $273K | 0.1% | -81.6% | 0.007% | |
7/10/2025 | Triangle Securities Wealth Management | 194,851 | $5.29M | 1.3% | -4.0% | 0.140% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 483,025 | $13.14M | 0.0% | -1.9% | 0.347% | |
7/10/2025 | Sovran Advisors LLC | 128,465 | $3.49M | 0.4% | -44.4% | 0.092% | |
7/10/2025 | Financial Management Network Inc. | 437,089 | $11.89M | 2.1% | -3.9% | 0.314% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 84,764 | $2.30M | 0.1% | -9.6% | 0.061% | |
7/9/2025 | Procyon Advisors LLC | 99,719 | $2.71M | 0.3% | +5.8% | 0.072% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 1,515,751 | $41.12M | 5.4% | +0.7% | 1.089% | |
7/9/2025 | Fiduciary Alliance LLC | 67,131 | $1.82M | 0.1% | N/A | 0.048% | |
7/9/2025 | Bulwark Capital Corp | 27,486 | $746K | 0.6% | N/A | 0.020% | |
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7/8/2025 | First National Corp MA ADV | 12,443 | $338K | 0.1% | -33.4% | 0.009% | |
7/8/2025 | Advance Capital Management Inc. | 7,656 | $208K | 0.0% | -29.6% | 0.005% | |
7/8/2025 | NBC Securities Inc. | 112,944 | $3.06M | 0.2% | +14.9% | 0.081% | |
7/7/2025 | Roxbury Financial LLC | 1,158 | $31K | 0.0% | N/A | 0.001% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 120,769 | $3.28M | 0.4% | +306.9% | 0.086% | |
7/1/2025 | Harbor Investment Advisory LLC | 1,539 | $42K | 0.0% | N/A | 0.001% | |
5/21/2025 | Main Line Retirement Advisors LLC | 574,078 | $14.05M | 9.1% | +1.7% | 0.417% | |
5/21/2025 | Geneos Wealth Management Inc. | 4,945 | $121K | 0.0% | +76.2% | 0.004% | |
5/19/2025 | Jane Street Group LLC | 259,150 | $6.34M | 0.0% | -26.7% | 0.188% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 96,350 | $2.36M | 0.1% | +1.9% | 0.070% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 34,525 | $845K | 0.0% | +33.5% | 0.025% | |
5/16/2025 | Jones Financial Companies Lllp | 2,486,342 | $60.87M | 0.1% | +245.6% | 1.808% | |
5/16/2025 | NewEdge Advisors LLC | 1,183,008 | $28.96M | 0.2% | +20.0% | 0.866% | |
5/16/2025 | Investmark Advisory Group LLC | 108,133 | $2.65M | 1.3% | +2.4% | 0.079% | |
5/16/2025 | Aprio Wealth Management LLC | 430,646 | $10.54M | 1.3% | +10.0% | 0.315% | |
5/15/2025 | Royal Bank of Canada | 3,800,228 | $93.03M | 0.0% | +5.2% | 2.783% | |
5/15/2025 | MAI Capital Management | 12,980 | $318K | 0.0% | +21.1% | 0.010% | |
5/15/2025 | Baird Financial Group Inc. | 881,965 | $21.59M | 0.0% | +4.4% | 0.646% | |
5/15/2025 | OLD Mission Capital LLC | 38,453 | $941K | 0.0% | -85.8% | 0.028% | |
5/14/2025 | Evergreen Wealth Solutions LLC | 20,450 | $501K | 0.3% | N/A | 0.015% | |
5/14/2025 | Comerica Bank | 18,700 | $458K | 0.0% | -53.6% | 0.014% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 7,649,146 | $187.25M | 0.2% | +13.7% | 5.601% | |
5/14/2025 | Kestra Advisory Services LLC | 938,158 | $22.97M | 0.1% | +3.9% | 0.687% | |
5/14/2025 | Compound Planning Inc. | 18,504 | $453K | 0.0% | +22.2% | 0.014% | |
5/14/2025 | CW Advisors LLC | 588,415 | $14.80M | 0.2% | N/A | 0.431% | |
5/14/2025 | Aspire Growth Partners LLC | 92,083 | $2.32M | 2.1% | -2.0% | 0.067% | |
5/14/2025 | Capital Analysts LLC | 207,041 | $5.07M | 0.2% | +75.0% | 0.152% | |
5/14/2025 | Tradition Wealth Management LLC | 18,420 | $451K | 0.0% | +5.7% | 0.013% | |
5/14/2025 | CWS Financial Advisors LLC | 51,214 | $1.25M | 0.4% | +17.6% | 0.038% | |
5/14/2025 | Lincoln Capital LLC | 29,912 | $707K | 0.1% | +2.2% | 0.022% | |
5/13/2025 | Aptus Capital Advisors LLC | 71,680 | $1.76M | 0.0% | +0.7% | 0.052% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 125,187 | $3.07M | 0.0% | +1.2% | 0.092% | |
5/13/2025 | Raymond James Financial Inc. | 4,906,682 | $120.12M | 0.0% | +12.4% | 3.593% | |
5/13/2025 | Tocqueville Asset Management L.P. | 56,649 | $1.39M | 0.0% | +10.2% | 0.041% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 29,760 | $729K | 0.1% | +9.4% | 0.022% | |
5/13/2025 | EverSource Wealth Advisors LLC | 402,935 | $9.86M | 0.5% | +45.2% | 0.295% | |
5/13/2025 | Sei Investments Co. | 1,015,964 | $24.87M | 0.2% | +21.3% | 0.744% | |
5/13/2025 | NFP Retirement Inc. | 51,824 | $1.27M | 0.1% | -6.6% | 0.038% | |
5/13/2025 | Bridgewealth Advisory Group LLC | 51,457 | $1.26M | 1.7% | -81.8% | 0.038% | |
5/13/2025 | Russell Investments Group Ltd. | 2,192 | $54K | 0.0% | -61.6% | 0.002% | |
5/13/2025 | HighTower Advisors LLC | 131,344 | $3.22M | 0.0% | -54.6% | 0.096% | |
5/12/2025 | Bare Financial Services Inc | 205,691 | $5.04M | 1.9% | -0.5% | 0.151% | |
5/12/2025 | Benjamin Edwards Inc. | 59,588 | $1.46M | 0.0% | +5.2% | 0.044% | |
5/12/2025 | Zions Bancorporation National Association UT | 16,000 | $392K | 0.0% | N/A | 0.012% | |
5/9/2025 | Atria Wealth Solutions Inc. | 220,979 | $5.41M | 0.1% | -4.7% | 0.162% | |
5/9/2025 | Commonwealth Equity Services LLC | 3,023,097 | $74.01M | 0.1% | -5.3% | 2.214% | |
5/9/2025 | Delta Financial Group Inc. | 293,543 | $7.58M | 1.7% | +9.1% | 0.215% | |
5/8/2025 | Endeavor Private Wealth Inc. | 56,407 | $1.38M | 0.7% | +27.1% | 0.041% | |
5/8/2025 | IFG Advisory LLC | 13,962 | $342K | 0.0% | +41.9% | 0.010% | |
5/8/2025 | SPC Financial Inc. | 149,853 | $3.67M | 0.3% | +4.5% | 0.110% | |
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5/8/2025 | Hopwood Financial Services Inc. | 510,610 | $12.50M | 9.7% | +7.2% | 0.374% | |
5/8/2025 | Harbour Investments Inc. | 98,029 | $2.40M | 0.1% | +229.6% | 0.072% | |
5/8/2025 | Natixis Advisors LLC | 43,036 | $1.05M | 0.0% | +21.2% | 0.032% | |
5/8/2025 | Entruity Wealth LLC | 113,831 | $2.79M | 2.6% | -8.3% | 0.083% | |
5/7/2025 | Financial Management Network Inc. | 454,673 | $11.13M | 2.3% | +1.5% | 0.333% | |
5/7/2025 | LPL Financial LLC | 7,146,522 | $174.95M | 0.1% | +84.8% | 5.233% | |
5/7/2025 | Vawter Financial Ltd. | 339,686 | $8.32M | 4.7% | +9.6% | 0.249% | |
5/7/2025 | Trilogy Capital Inc. | 12,309 | $301K | 0.0% | +4.1% | 0.009% | |
5/6/2025 | Cetera Investment Advisers | 1,366,063 | $33.44M | 0.1% | +0.9% | 1.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 139,347 | $3.41M | 0.0% | -0.3% | 0.102% | |