8/18/2025 | Geneos Wealth Management Inc. | 153,503 | $8.13M | 0.2% | +28.5% | 0.768% | |
8/15/2025 | Sugar Maple Asset Management LLC | 72,685 | $3.85M | 3.0% | +3.5% | 0.363% | |
8/15/2025 | Visionary Wealth Advisors | 86,777 | $4.60M | 0.2% | +27.4% | 0.434% | |
8/15/2025 | Orion Porfolio Solutions LLC | 6,570 | $348K | 0.0% | -99.0% | 0.033% | |
8/15/2025 | MML Investors Services LLC | 201,040 | $10.65M | 0.0% | -2.5% | 1.005% | |
8/15/2025 | IHT Wealth Management LLC | 21,634 | $1.15M | 0.0% | -15.5% | 0.108% | |
8/15/2025 | Curi Capital LLC | 165,842 | $8.78M | 0.2% | +2.0% | 0.829% | |
8/14/2025 | Jane Street Group LLC | 33,360 | $1.77M | 0.0% | -65.4% | 0.167% | |
8/14/2025 | Darwin Wealth Management LLC | 246,417 | $13.05M | 4.5% | N/A | 1.232% | |
8/14/2025 | Quantinno Capital Management LP | 7,561 | $400K | 0.0% | N/A | 0.038% | |
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8/14/2025 | NewEdge Advisors LLC | 55,364 | $2.93M | 0.0% | +181.4% | 0.277% | |
8/14/2025 | Transce3nd LLC | 822 | $44K | 0.0% | -23.1% | 0.004% | |
8/13/2025 | Flow Traders U.S. LLC | 14,446 | $765K | 0.0% | N/A | 0.072% | |
8/13/2025 | Cresset Asset Management LLC | 11,695 | $619K | 0.0% | N/A | 0.058% | |
8/13/2025 | Trustmark Bank Trust Department | 14,779 | $783K | 0.1% | +3.3% | 0.074% | |
8/12/2025 | Richmond Investment Services LLC | 44,554 | $2.36M | 0.5% | +113.1% | 0.223% | |
8/12/2025 | J.W. Cole Advisors Inc. | 149,481 | $7.92M | 0.2% | +7.3% | 0.747% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 9,949 | $527K | 0.0% | +1,134.4% | 0.050% | |
8/12/2025 | TCP Asset Management LLC | 34,666 | $1.84M | 0.4% | +2.1% | 0.173% | |
8/12/2025 | AlphaCore Capital LLC | 11,374 | $602K | 0.0% | +20.5% | 0.057% | |
8/12/2025 | MAI Capital Management | 10,721 | $568K | 0.0% | +48.2% | 0.054% | |
8/11/2025 | TRUE Private Wealth Advisors | 360,791 | $19.10M | 2.1% | +4.1% | 1.804% | |
8/11/2025 | Perennial Investment Advisors LLC | 6,455 | $342K | 0.0% | -9.0% | 0.032% | |
8/11/2025 | Portside Wealth Group LLC | 5,682 | $301K | 0.0% | +26.7% | 0.028% | |
8/11/2025 | Western Wealth Management LLC | 23,956 | $1.27M | 0.1% | N/A | 0.120% | |
8/7/2025 | Mosaic Financial Group LLC | 7,062 | $374K | 0.3% | +33.3% | 0.035% | |
8/7/2025 | Ascension Capital Advisors Inc. | 4,039 | $214K | 0.1% | N/A | 0.020% | |
8/6/2025 | AE Wealth Management LLC | 176,198 | $9.33M | 0.1% | -21.0% | 0.881% | |
8/6/2025 | Rovin Capital UT ADV | 16,913 | $896K | 0.3% | +14.4% | 0.085% | |
8/6/2025 | Black Swift Group LLC | 22,435 | $1.19M | 0.2% | -26.6% | 0.112% | |
8/6/2025 | Stonebridge Financial Planning Group LLC | 18,626 | $986K | 0.4% | +73.1% | 0.093% | |
8/5/2025 | Milestone Asset Management LLC | 16,872 | $893K | 0.2% | -7.2% | 0.084% | |
8/5/2025 | Optivise Advisory Services LLC | 11,702 | $620K | 0.3% | +10.6% | 0.059% | |
8/4/2025 | Integrity Alliance LLC. | 79,564 | $4.21M | 0.2% | -1.7% | 0.398% | |
8/4/2025 | Impact Partnership Wealth LLC | 12,592 | $667K | 0.1% | N/A | 0.063% | |
8/4/2025 | Atria Investments Inc | 57,835 | $3.06M | 0.0% | -17.9% | 0.289% | |
8/4/2025 | Assetmark Inc. | 2,923 | $155K | 0.0% | -98.5% | 0.015% | |
8/4/2025 | Arkadios Wealth Advisors | 5,001 | $265K | 0.0% | -44.5% | 0.025% | |
8/4/2025 | Deseret Mutual Benefit Administrators | 211,990 | $11.23M | 5.3% | +23.5% | 1.060% | |
8/1/2025 | Winebrenner Capital Management LLC | 12,138 | $643K | 0.5% | +41.8% | 0.061% | |
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8/1/2025 | Ferguson Shapiro LLC | 323,062 | $17.11M | 5.8% | +98.2% | 1.615% | |
8/1/2025 | Wealth Watch Advisors INC | 6,012 | $318K | 0.2% | +5.6% | 0.030% | |
8/1/2025 | Envestnet Asset Management Inc. | 71,200 | $3.76M | 0.0% | -85.3% | 0.356% | |
7/31/2025 | Trademark Financial Management LLC | 82,488 | $4.37M | 2.7% | -7.2% | 0.412% | |
7/30/2025 | LifeWealth Investments LLC | 5,588 | $296K | 0.1% | -6.6% | 0.028% | |
7/30/2025 | Freedom Investment Management Inc. | 4,770 | $253K | 0.0% | -71.1% | 0.024% | |
7/30/2025 | Brookstone Capital Management | 286,458 | $15.17M | 0.2% | -4.5% | 1.432% | |
7/29/2025 | Balboa Wealth Partners | 6,273 | $332K | 0.1% | -5.6% | 0.031% | |
7/29/2025 | Independence Asset Advisors LLC | 1,099,620 | $58.22M | 36.2% | +547.6% | 5.498% | |
7/29/2025 | Private Trust Co. NA | 1,250 | $66K | 0.0% | N/A | 0.006% | |
7/29/2025 | Creekside Partners | 3,943 | $209K | 0.1% | N/A | 0.020% | |
7/28/2025 | WealthPLAN Partners LLC | 166,043 | $8.79M | 1.4% | -13.9% | 0.830% | |
7/28/2025 | WealthPlan Investment Management LLC | 312,471 | $16.55M | 1.2% | +21.0% | 1.562% | |
7/28/2025 | Mutual Advisors LLC | 26,867 | $1.43M | 0.0% | -0.7% | 0.134% | |
7/25/2025 | MGO One Seven LLC | 8,217 | $435K | 0.0% | -7.2% | 0.041% | |
7/24/2025 | IFP Advisors Inc | 10,487 | $555K | 0.0% | +9.7% | 0.052% | |
7/24/2025 | Lokken Investment Group LLC | 142,469 | $7.54M | 2.9% | +2.8% | 0.712% | |
7/23/2025 | WESPAC Advisors LLC | 6,472 | $343K | 0.2% | -89.2% | 0.032% | |
7/23/2025 | Sax Wealth Advisors LLC | 115,680 | $6.13M | 0.4% | +1,592.7% | 0.578% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,345 | $177K | 0.0% | N/A | 0.017% | |
7/18/2025 | B.O.S.S. Retirement Advisors LLC | 18,973 | $1.01M | 0.3% | -26.9% | 0.095% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 3,775 | $200K | 0.0% | N/A | 0.019% | |
7/18/2025 | Truist Financial Corp | 14,615 | $774K | 0.0% | -5.5% | 0.073% | |
7/17/2025 | Trivium Point Advisory LLC | 16,371 | $867K | 0.1% | +27.5% | 0.082% | |
7/17/2025 | Capital Investment Advisors LLC | 1,286,977 | $68.15M | 1.2% | +14.7% | 6.435% | |
7/16/2025 | Beaumont Financial Advisors LLC | 210,615 | $11.15M | 0.8% | -11.7% | 1.053% | |
7/16/2025 | Maridea Wealth Management LLC | 134,247 | $7.11M | 1.9% | +0.3% | 0.671% | |
7/16/2025 | Castleview Partners LLC | 38,841 | $2.06M | 1.3% | -11.3% | 0.194% | |
7/15/2025 | Heritage Oak Wealth Advisors LLC | 11,976 | $634K | 0.2% | -78.4% | 0.060% | |
7/15/2025 | Sheets Smith Wealth Management | 4,500 | $238K | 0.0% | -6.3% | 0.023% | |
7/14/2025 | Chris Bulman Inc | 8,852 | $469K | 0.3% | -3.9% | 0.044% | |
7/14/2025 | IronOak Wealth LLC. | 39,515 | $2.09M | 2.0% | N/A | 0.198% | |
7/14/2025 | Sentinel Pension Advisors LLC | 154,157 | $8.16M | 1.4% | +828.9% | 0.771% | |
7/14/2025 | Iams Wealth Management LLC | 11,981 | $634K | 0.3% | -7.7% | 0.060% | |
7/14/2025 | Cathy Pareto & Associates Inc. | 20,916 | $1.11M | 0.9% | +40.1% | 0.105% | |
7/10/2025 | CWC Advisors LLC. | 126,171 | $6.68M | 3.5% | +1.2% | 0.634% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 7,633 | $404K | 0.1% | -98.8% | 0.038% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 154,672 | $8.19M | 0.0% | N/A | 0.777% | |
7/10/2025 | Financial Management Network Inc. | 79,320 | $4.20M | 0.8% | -1.6% | 0.399% | |
7/9/2025 | Breakwater Capital Group | 34,335 | $1.82M | 0.3% | N/A | 0.173% | |
7/9/2025 | Balefire LLC | 24,470 | $1.30M | 0.3% | -1.8% | 0.123% | |
7/8/2025 | Goldstone Financial Group LLC | 4,061 | $215K | 0.0% | N/A | 0.020% | |
7/8/2025 | Gradient Investments LLC | 277,737 | $14.71M | 0.3% | +0.8% | 1.396% | |
7/8/2025 | Lowe Wealth Advisors LLC | 10,411 | $551K | 0.2% | +4.4% | 0.052% | |
5/22/2025 | Mattson Financial Services LLC | 2,905 | $153K | 0.0% | +17.8% | 0.014% | |
5/21/2025 | Geneos Wealth Management Inc. | 119,467 | $6.31M | 0.2% | +1,146.5% | 0.589% | |
5/20/2025 | Integrity Alliance LLC. | 80,931 | $4.28M | 0.2% | N/A | 0.399% | |
5/19/2025 | Jane Street Group LLC | 96,379 | $5.09M | 0.0% | -13.0% | 0.475% | |
5/16/2025 | Arete Wealth Advisors LLC | 28,615 | $1.51M | 0.1% | +2.4% | 0.141% | |
5/16/2025 | NewEdge Advisors LLC | 19,673 | $1.04M | 0.0% | +264.4% | 0.100% | |
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5/16/2025 | Clark Capital Management Group Inc. | 185,344 | $9.79M | 0.1% | N/A | 0.941% | |
5/16/2025 | Curi RMB Capital LLC | 162,657 | $8.60M | 0.2% | +1.4% | 0.826% | |
5/16/2025 | Ancora Advisors LLC | 61,855 | $3.27M | 0.1% | -2.4% | 0.314% | |
5/15/2025 | Royal Bank of Canada | 9,046 | $478K | 0.0% | -79.8% | 0.046% | |
5/15/2025 | MAI Capital Management | 7,234 | $382K | 0.0% | +498.8% | 0.037% | |
5/14/2025 | Piedmont Capital Management LLC | 44,604 | $2.31M | 1.6% | +14.6% | 0.226% | |
5/14/2025 | Sax Wealth Advisors LLC | 6,834 | $361K | 0.0% | N/A | 0.035% | |
5/14/2025 | Mosaic Financial Group LLC | 5,299 | $280K | 0.2% | N/A | 0.027% | |
5/14/2025 | Integras Partners LLC | 141,954 | $7.50M | 6.8% | +5.4% | 0.721% | |
5/14/2025 | TFB Advisors LLC | 6,151 | $325K | 0.1% | +11.0% | 0.031% | |