| 7/2/2026 | Versant Capital Management Inc | 78,620 | $3.16M | 0.3% | +0.5% | 0.032% | |
| 7/2/2026 | Collective Family Office LLC | 462,748 | $18.61M | 3.8% | +0.8% | 0.189% | |
| 6/15/2026 | J. R. Prunier Capital Management LLC | 20,115 | $681K | 0.3% | N/A | 0.008% | |
| 6/4/2026 | Fischer Investment Strategies LLC | 88,056 | $2.98M | 1.7% | -6.5% | 0.037% | |
| 6/3/2026 | Wealthquest Corp | 225,999 | $7.65M | 0.5% | +1.9% | 0.095% | |
| 6/3/2026 | DBK Financial Counsel LLC | 63,434 | $2.15M | 1.6% | +48.0% | 0.027% | |
| 6/3/2026 | Parallel Advisors LLC | 22,207 | $752K | 0.0% | -9.9% | 0.009% | |
| 6/3/2026 | NewEdge Advisors LLC | 18,294 | $619K | 0.0% | +6.7% | 0.008% | |
| 5/29/2026 | Asset Dedication LLC | 19,241 | $651K | 0.0% | +171.9% | 0.008% | |
| 5/27/2026 | Security Financial Services INC. | 253,863 | $8.60M | 1.4% | -38.7% | 0.107% | |
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| 5/19/2026 | NewEdge Advisors LLC | 18,294 | $619K | 0.0% | +6.7% | 0.008% | |
| 5/19/2026 | Bank of America Corp DE | 6,797,040 | $230.15M | 0.0% | +11.0% | 2.864% | |
| 5/19/2026 | Arkadios Wealth Advisors | 106,980 | $3.62M | 0.1% | +71.7% | 0.045% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 169,072 | $5.73M | 0.2% | +14.2% | 0.071% | |
| 5/18/2026 | Royal Bank of Canada | 1,924,506 | $65.16M | 0.0% | -7.8% | 0.811% | |
| 5/18/2026 | Envision Financial Planning LLC | 464,671 | $15.73M | 5.7% | +0.4% | 0.196% | |
| 5/16/2026 | Quantinno Capital Management LP | 15,745 | $533K | 0.0% | -2.5% | 0.007% | |
| 5/16/2026 | Family Manage LLC | 96,906 | $3.28M | 0.4% | N/A | 0.041% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 67,749 | $2.29M | 0.2% | -5.2% | 0.029% | |
| 5/15/2026 | Everest Financial Group LLC | 34,028 | $1.15M | 0.2% | N/A | 0.014% | |
| 5/15/2026 | Vawter Financial Ltd. | 338,166 | $11.45M | 4.8% | -2.9% | 0.143% | |
| 5/15/2026 | Waverly Advisors LLC | 192,267 | $6.51M | 0.0% | N/A | 0.081% | |
| 5/15/2026 | Stadion Money Management LLC | 752,507 | $25.48M | 2.6% | -6.8% | 0.317% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 436,182 | $14.77M | 0.9% | +5.8% | 0.184% | |
| 5/15/2026 | Broadhurst Jeffrey B | 63,400 | $2.15M | 2.2% | N/A | 0.027% | |
| 5/14/2026 | Renaissance Technologies LLC | 43,100 | $1.46M | 0.0% | N/A | 0.018% | |
| 5/14/2026 | Hilltop Holdings Inc. | 80,800 | $2.74M | 0.2% | N/A | 0.034% | |
| 5/14/2026 | Compound Planning Inc. | 49,024 | $1.66M | 0.1% | +157.4% | 0.021% | |
| 5/14/2026 | CLG LLC | 18,363 | $622K | 0.2% | -3.6% | 0.008% | |
| 5/14/2026 | Keebeck Wealth Management | 181,208 | $6.14M | 0.7% | +168.3% | 0.076% | |
| 5/14/2026 | Greenline Wealth Management LLC | 6,619 | $224K | 0.3% | -34.2% | 0.003% | |
| 5/14/2026 | Sei Investments Co. | 42,676 | $1.45M | 0.0% | +19.0% | 0.018% | |
| 5/14/2026 | Lido Advisors LLC | 77,311 | $2.62M | 0.0% | N/A | 0.033% | |
| 5/13/2026 | Cetera Investment Advisers | 2,351,377 | $79.62M | 0.1% | -1.5% | 0.991% | |
| 5/13/2026 | American Investment Services Inc. | 42,805 | $1.45M | 0.3% | +2.5% | 0.018% | |
| 5/13/2026 | NewEdge Wealth LLC | 103,759 | $3.51M | 0.0% | +260.5% | 0.044% | |
| 5/13/2026 | Daner Wealth Management LLC | 119,260 | $4.04M | 2.1% | +2.0% | 0.050% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 13,083 | $443K | 0.0% | +94.6% | 0.006% | |
| 5/7/2026 | Parallel Advisors LLC | 22,207 | $752K | 0.0% | -9.9% | 0.009% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 6,201 | $210K | 0.0% | N/A | 0.003% | |
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| 5/6/2026 | Aviance Capital Partners LLC | 79,662 | $2.70M | 0.3% | +9.9% | 0.034% | |
| 5/6/2026 | Modera Wealth Management LLC | 606,150 | $20.52M | 0.2% | -1.5% | 0.255% | |
| 5/6/2026 | Morling Financial Advisors LLC | 769,272 | $26.05M | 8.0% | +1.3% | 0.324% | |
| 5/6/2026 | Assetmark Inc. | 2,549 | $86K | 0.0% | +79.3% | 0.001% | |
| 5/6/2026 | Angeles Wealth Management LLC | 1,054 | $36K | 0.0% | N/A | 0.000% | |
| 5/6/2026 | Oder Investment Management LLC | 53,912 | $1.83M | 1.4% | +1.2% | 0.023% | |
| 5/6/2026 | CPA Asset Management Group LLC | 683,939 | $23.16M | 7.8% | +1.9% | 0.288% | |
| 5/6/2026 | Helium Advisors LLC | 53,598 | $1.82M | 1.7% | +178.0% | 0.023% | |
| 5/5/2026 | Wealthfront Advisers LLC | 56,290 | $1.91M | 0.0% | +26.1% | 0.024% | |
| 5/5/2026 | D.A. Davidson & CO. | 21,124 | $715K | 0.0% | +13.9% | 0.009% | |
| 5/5/2026 | Navigation Group LLC | 291,935 | $9.89M | 2.3% | N/A | 0.123% | |
| 5/5/2026 | Compass Financial Group Inc. | 246,771 | $8.36M | 3.8% | -0.8% | 0.104% | |
| 5/5/2026 | Signet Financial Management LLC | 5,937 | $201K | 0.0% | -6.4% | 0.003% | |
| 5/5/2026 | SouthState Bank Corp | 131,728 | $4.46M | 0.2% | +8.3% | 0.056% | |
| 5/5/2026 | Conservest Capital Advisors Inc. | 18,143 | $614K | 0.1% | +131.3% | 0.008% | |
| 5/5/2026 | Nwam LLC | 6,420 | $217K | 0.0% | N/A | 0.003% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 454,437 | $15.39M | 0.4% | -2.9% | 0.192% | |
| 5/4/2026 | Beckerman Institutional LLC | 67,567 | $2.29M | 1.2% | +4.4% | 0.028% | |
| 5/4/2026 | Integrity Wealth Solutions LLC | 181,883 | $6.16M | 2.4% | -2.4% | 0.077% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 773,996 | $26.21M | 3.0% | +4.7% | 0.326% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 41,185 | $1.40M | 0.0% | +3.9% | 0.017% | |
| 5/4/2026 | Ruedi Wealth Management Inc. | 12,749 | $432K | 0.1% | -11.7% | 0.005% | |
| 5/4/2026 | Vantage Point Financial LLC | 42,534 | $1.44M | 0.5% | -2.6% | 0.018% | |
| 5/4/2026 | Lifeworks Advisors LLC | 21,460 | $727K | 0.1% | -5.1% | 0.009% | |
| 5/2/2026 | Navigate Wealth Management LLC | 132,219 | $4.90M | 3.4% | N/A | 0.056% | |
| 5/2/2026 | Navigoe LLC | 142,038 | $4.81M | 2.8% | +3.7% | 0.060% | |
| 5/2/2026 | Strategic Wealth Advisors LLC | 174,313 | $5.90M | 4.7% | +14.8% | 0.073% | |
| 5/2/2026 | Financial Alternatives Inc | 319,154 | $10.81M | 5.8% | +29.1% | 0.134% | |
| 5/2/2026 | Diversify Wealth Management LLC | 265,921 | $9.94M | 0.2% | +7.2% | 0.112% | |
| 5/2/2026 | Vestment Financial LLC | 24,564 | $924K | 0.5% | -5.6% | 0.010% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 85,573 | $2.90M | 0.3% | +1.0% | 0.036% | |
| 5/1/2026 | Fifth Third Bancorp | 28,711 | $972K | 0.0% | N/A | 0.012% | |
| 5/1/2026 | Signature Resources Capital Management LLC | 14,557 | $493K | 0.2% | -10.3% | 0.006% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 478,572 | $16.20M | 0.1% | -4.4% | 0.202% | |
| 4/30/2026 | Waterfront Wealth Inc. | 86,437 | $2.93M | 0.5% | -6.6% | 0.036% | |
| 4/30/2026 | Valued Wealth Advisors LLC | 48,966 | $1.66M | 0.7% | -32.0% | 0.021% | |
| 4/30/2026 | North Capital Inc. | 146,685 | $4.97M | 4.2% | +3.2% | 0.062% | |
| 4/30/2026 | Kestra Advisory Services LLC | 104,638 | $3.54M | 0.0% | +20.2% | 0.044% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 434,590 | $14.72M | 1.0% | +0.7% | 0.183% | |
| 4/30/2026 | IAG Wealth Partners LLC | 153,733 | $5.21M | 0.6% | -2.2% | 0.065% | |
| 4/30/2026 | Efficient Advisors LLC | 250,564 | $8.48M | 0.6% | -39.3% | 0.106% | |
| 4/29/2026 | Montag A & Associates Inc. | 12,025 | $407K | 0.0% | +7.0% | 0.005% | |
| 4/29/2026 | American Capital Advisory LLC | 144,948 | $4.91M | 2.0% | +31.9% | 0.061% | |
| 4/29/2026 | ArborFi Advisors LLC | 167,063 | $5.66M | 4.6% | +26.1% | 0.070% | |
| 4/29/2026 | Jackson Thornton Wealth Management LLC | 223,022 | $8.04M | 0.7% | -6.3% | 0.094% | |
| 4/29/2026 | Burney Co. | 32,710 | $1.11M | 0.0% | +7.2% | 0.014% | |
| 4/29/2026 | Oceanside Advisors LLC | 215,863 | $7.31M | 4.2% | +0.3% | 0.091% | |
| 4/28/2026 | Ascentis Independent Advisors | 36,494 | $1.24M | 0.1% | +11.7% | 0.015% | |
| 4/28/2026 | Berger Financial Group Inc | 574,782 | $19.46M | 1.1% | -18.6% | 0.242% | |
| 4/28/2026 | Brighton Jones LLC | 672,686 | $22.78M | 1.0% | +3.3% | 0.283% | |
Your book attached (Ad) Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link.
He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing. Download the Safe Trade Options Formula book for free before access closes |
| 4/28/2026 | Koshinski Asset Management Inc. | 239,271 | $8.10M | 0.5% | N/A | 0.101% | |
| 4/28/2026 | Level Wealth Management LLC | 20,943 | $709K | 0.3% | -7.1% | 0.009% | |
| 4/27/2026 | TCI Wealth Advisors Inc. | 2,056,150 | $69.62M | 3.7% | +5.5% | 0.866% | |
| 4/27/2026 | Arcadia Wealth Management LLC | 43,043 | $1.46M | 0.5% | -4.0% | 0.018% | |
| 4/27/2026 | HB Wealth Management LLC | 109,014 | $3.69M | 0.0% | +5.2% | 0.046% | |
| 4/27/2026 | Mustard Seed Financial LLC | 88,613 | $3M | 1.8% | +1.9% | 0.037% | |
| 4/27/2026 | BIP Wealth LLC | 109,210 | $3.70M | 0.2% | +7.7% | 0.046% | |
| 4/27/2026 | Legacy Financial Group Inc. | 188,414 | $6.38M | 1.7% | -2.9% | 0.079% | |
| 4/27/2026 | Private Advisor Group LLC | 498,237 | $16.87M | 0.1% | +1.4% | 0.210% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 779,259 | $26.39M | 3.7% | +4.9% | 0.328% | |