8/1/2025 | Winebrenner Capital Management LLC | 12,138 | $643K | 0.5% | +41.8% | 0.061% | |
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% | |
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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% | |
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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% | |
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% | |
5/13/2025 | Global View Capital Management LLC | 9,472 | $500K | 0.2% | -16.4% | 0.048% | |
5/13/2025 | CacheTech Inc. | 26,280 | $1.39M | 0.3% | +3.5% | 0.133% | |
5/13/2025 | Adams Wealth Management | 26,280 | $1.39M | 0.3% | +3.5% | 0.133% | |
5/13/2025 | Trivium Point Advisory LLC | 12,845 | $679K | 0.1% | +55.0% | 0.065% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 97,981 | $5.18M | 0.0% | N/A | 0.497% | |
5/13/2025 | HighTower Advisors LLC | 261,035 | $13.79M | 0.0% | +12.9% | 1.325% | |
5/12/2025 | Townsquare Capital LLC | 38,308 | $2.02M | 0.0% | N/A | 0.194% | |
5/12/2025 | Beam Wealth Advisors Inc. | 10,166 | $537K | 0.2% | -8.3% | 0.052% | |
5/12/2025 | AlphaCore Capital LLC | 9,440 | $499K | 0.0% | N/A | 0.048% | |
5/12/2025 | WealthPLAN Partners LLC | 192,958 | $10.20M | 1.4% | +16.6% | 0.979% | |
5/12/2025 | WealthPlan Investment Management LLC | 258,292 | $13.65M | 1.3% | -0.5% | 1.311% | |
5/9/2025 | Atria Wealth Solutions Inc. | 11,290 | $597K | 0.0% | +4.1% | 0.057% | |
5/8/2025 | US Bancorp DE | 17,837 | $943K | 0.0% | N/A | 0.091% | |
5/8/2025 | Harbour Investments Inc. | 5,185 | $274K | 0.0% | +812.9% | 0.026% | |
5/8/2025 | Arkadios Wealth Advisors | 9,011 | $476K | 0.0% | +21.1% | 0.046% | |
5/8/2025 | Geneos Wealth Management Inc. | 121,966 | $6.45M | 0.2% | +1,172.6% | 0.619% | |
5/7/2025 | Financial Management Network Inc. | 80,644 | $4.20M | 0.9% | +7.1% | 0.409% | |
5/7/2025 | Maridea Wealth Management LLC | 133,812 | $7.07M | 2.3% | -22.5% | 0.679% | |
5/7/2025 | LPL Financial LLC | 1,283,259 | $67.81M | 0.0% | +50.0% | 6.514% | |
5/6/2025 | Avantax Advisory Services Inc. | 7,407 | $391K | 0.0% | +65.9% | 0.038% | |
5/6/2025 | Advisor OS LLC | 28,996 | $1.53M | 0.2% | +12.1% | 0.147% | |
5/6/2025 | Black Swift Group LLC | 30,585 | $1.62M | 0.4% | -6.8% | 0.155% | |
5/6/2025 | AE Wealth Management LLC | 222,923 | $11.78M | 0.1% | -0.9% | 1.132% | |
5/6/2025 | Summit Wealth Partners LLC | 9,133 | $483K | 0.1% | N/A | 0.046% | |
5/6/2025 | Richardson Financial Services Inc. | 524 | $28K | 0.0% | N/A | 0.003% | |
5/6/2025 | Proficio Capital Partners LLC | 173,510 | $9.17M | 0.7% | N/A | 0.881% | |
5/5/2025 | J.W. Cole Advisors Inc. | 139,301 | $7.36M | 0.2% | +287.8% | 0.707% | |
5/5/2025 | IFP Advisors Inc | 9,559 | $505K | 0.0% | +19.7% | 0.049% | |
5/5/2025 | FAS Wealth Partners Inc. | 1,675 | $89K | 0.0% | +51.7% | 0.009% | |
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5/5/2025 | PCG Wealth Advisors LLC | 34,403 | $1.82M | 0.6% | -18.9% | 0.175% | |
5/5/2025 | Private Advisor Group LLC | 13,661 | $722K | 0.0% | -9.9% | 0.069% | |
5/2/2025 | Allen Capital Group LLC | 32,455 | $1.72M | 0.2% | +9.6% | 0.165% | |
5/2/2025 | Lokken Investment Group LLC | 138,581 | $7.32M | 3.1% | +8.3% | 0.703% | |
5/2/2025 | Sigma Planning Corp | 4,722 | $250K | 0.0% | N/A | 0.024% | |
5/1/2025 | Quest 10 Wealth Builders Inc. | 5,606 | $296K | 0.3% | +21.8% | 0.028% | |
5/1/2025 | Fulcrum Equity Management | 5,478 | $289K | 0.3% | -12.0% | 0.028% | |
5/1/2025 | WESPAC Advisors LLC | 59,799 | $3.16M | 2.6% | +12.6% | 0.304% | |
4/30/2025 | Allworth Financial LP | 2,602 | $137K | 0.0% | N/A | 0.013% | |
4/30/2025 | Stratos Wealth Partners LTD. | 14,858 | $785K | 0.0% | +16.9% | 0.075% | |