8/8/2025 | MTM Investment Management LLC | 8,492 | $2.29M | 0.8% | -1.9% | 0.031% | |
8/8/2025 | Rockefeller Capital Management L.P. | 54,788 | $14.76M | 0.0% | -3.7% | 0.199% | |
8/8/2025 | Kingsview Wealth Management LLC | 31,170 | $8.40M | 0.1% | +191.0% | 0.113% | |
8/8/2025 | Citizens Financial Group Inc. RI | 69,710 | $18.78M | 0.3% | -21.2% | 0.253% | |
8/8/2025 | Avantax Advisory Services Inc. | 14,242 | $3.84M | 0.0% | -12.3% | 0.052% | |
8/8/2025 | Cetera Investment Advisers | 67,303 | $18.13M | 0.0% | -3.3% | 0.244% | |
8/8/2025 | Flaharty Asset Management LLC | 7,591 | $2.04M | 0.4% | -6.2% | 0.028% | |
8/8/2025 | Creative Planning | 23,964 | $6.45M | 0.0% | +4.0% | 0.087% | |
8/8/2025 | Meridian Wealth Management LLC | 1,302 | $351K | 0.0% | -6.5% | 0.005% | |
8/8/2025 | Foundations Investment Advisors LLC | 895 | $241K | 0.0% | N/A | 0.003% | |
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8/8/2025 | Glassman Wealth Services | 1,935 | $521K | 0.1% | -3.2% | 0.007% | |
8/8/2025 | Evolution Wealth Advisors LLC | 807 | $217K | 0.0% | N/A | 0.003% | |
8/8/2025 | Good Life Advisors LLC | 2,509 | $676K | 0.0% | +3.0% | 0.009% | |
8/8/2025 | Capital Investment Counsel Inc | 900 | $242K | 0.0% | N/A | 0.003% | |
8/8/2025 | Austin Wealth Management LLC | 965 | $264K | 0.0% | -78.3% | 0.004% | |
8/8/2025 | PNC Financial Services Group Inc. | 14,419 | $3.88M | 0.0% | +0.3% | 0.052% | |
8/7/2025 | Avalon Capital Management | 27,215 | $7.33M | 2.0% | N/A | 0.099% | |
8/7/2025 | PCG Asset Management LLC | 1,485 | $400K | 0.3% | N/A | 0.005% | |
8/7/2025 | Cahill Financial Advisors Inc. | 4,216 | $1.14M | 0.1% | -9.0% | 0.015% | |
8/7/2025 | Allworth Financial LP | 2,149 | $579K | 0.0% | +21.1% | 0.008% | |
8/7/2025 | BOK Financial Private Wealth Inc. | 200 | $54K | 0.0% | N/A | 0.001% | |
8/7/2025 | PFG Advisors | 4,832 | $1.30M | 0.0% | -65.7% | 0.018% | |
8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 33,026 | $8.90M | 0.7% | +11.8% | 0.120% | |
8/7/2025 | Brio Consultants LLC | 880 | $237K | 0.0% | -85.4% | 0.003% | |
8/7/2025 | Rollins Financial Advisors LLC | 1,477 | $398K | 0.1% | +13.5% | 0.005% | |
8/6/2025 | Prospera Financial Services Inc | 15,144 | $4.08M | 0.1% | +8.2% | 0.055% | |
8/6/2025 | AE Wealth Management LLC | 12,509 | $3.37M | 0.0% | -10.4% | 0.045% | |
8/6/2025 | Wedbush Securities Inc. | 4,430 | $1.19M | 0.0% | -20.2% | 0.016% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 30,934 | $8.33M | 0.1% | +78.9% | 0.112% | |
8/6/2025 | Aspect Partners LLC | 600 | $162K | 0.1% | N/A | 0.002% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 779 | $210K | 0.0% | N/A | 0.003% | |
8/6/2025 | Modera Wealth Management LLC | 873 | $235K | 0.0% | N/A | 0.003% | |
8/6/2025 | Golden State Wealth Management LLC | 1,976 | $532K | 0.1% | +41.6% | 0.007% | |
8/6/2025 | Atlantic Union Bankshares Corp | 2,351 | $633K | 0.0% | N/A | 0.009% | |
8/6/2025 | O Dell Group LLC | 105,007 | $28.28M | 7.1% | -3.3% | 0.381% | |
8/6/2025 | RFG Bristol Wealth Advisors LLC | 2,146 | $578K | 0.2% | +33.7% | 0.008% | |
8/6/2025 | 360 Financial Inc. | 52,815 | $14.23M | 4.5% | +5.1% | 0.192% | |
8/5/2025 | Claro Advisors LLC | 1,857 | $500K | 0.1% | +2.7% | 0.007% | |
8/5/2025 | Simplex Trading LLC | 137 | $36K | 0.0% | -92.4% | 0.000% | |
8/5/2025 | NewSquare Capital LLC | 79,808 | $21.50M | 1.6% | -15.8% | 0.290% | |
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8/5/2025 | Holistic Financial Partners | 25,613 | $6.90M | 3.0% | +205.3% | 0.093% | |
8/5/2025 | Westside Investment Management Inc. | 8,243 | $2.22M | 0.4% | -0.7% | 0.030% | |
8/5/2025 | Sigma Planning Corp | 8,428 | $2.27M | 0.1% | -33.2% | 0.031% | |
8/5/2025 | Welch & Forbes LLC | 805 | $217K | 0.0% | N/A | 0.003% | |
8/5/2025 | Regal Partners Ltd | 958 | $258K | 0.0% | N/A | 0.003% | |
8/5/2025 | Kesler Norman & Wride LLC | 3,311 | $892K | 0.2% | -2.8% | 0.012% | |
8/4/2025 | Integrity Alliance LLC. | 3,286 | $885K | 0.0% | -17.8% | 0.012% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 5,730 | $1.54M | 0.2% | +1.2% | 0.021% | |
8/4/2025 | Kovack Advisors Inc. | 5,443 | $1.47M | 0.1% | -4.5% | 0.020% | |
8/4/2025 | IFG Advisory LLC | 10,984 | $2.96M | 0.1% | -1.3% | 0.040% | |
8/4/2025 | Pinnacle Associates Ltd. | 70,098 | $18.88M | 0.3% | +7.9% | 0.255% | |
8/4/2025 | Simon Quick Advisors LLC | 7,156 | $1.93M | 0.1% | N/A | 0.026% | |
8/4/2025 | Atria Investments Inc | 6,043 | $1.63M | 0.0% | +4.7% | 0.022% | |
8/4/2025 | MeadowBrook Investment Advisors LLC | 20,532 | $5.53M | 5.1% | -3.2% | 0.075% | |
8/4/2025 | Assetmark Inc. | 39,962 | $10.76M | 0.0% | +15.9% | 0.145% | |
8/4/2025 | HBK Sorce Advisory LLC | 2,974 | $801K | 0.0% | -4.1% | 0.011% | |
8/4/2025 | Spire Wealth Management | 1,928 | $519K | 0.0% | -27.4% | 0.007% | |
8/4/2025 | Arkadios Wealth Advisors | 11,557 | $3.11M | 0.1% | +34.2% | 0.042% | |
8/4/2025 | World Investment Advisors | 26,847 | $7.23M | 0.2% | +6.9% | 0.098% | |
8/4/2025 | Daymark Wealth Partners LLC | 40,332 | $10.86M | 0.4% | +19.7% | 0.147% | |
8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 16,887 | $4.55M | 0.1% | N/A | 0.061% | |
8/1/2025 | Unconventional Investor LLC | 4,825 | $1.30M | 0.7% | -5.4% | 0.018% | |
8/1/2025 | Capital Investment Counsel LLC | 4,497 | $1.21M | 0.2% | -3.6% | 0.016% | |
8/1/2025 | Transcend Capital Advisors LLC | 1,071 | $288K | 0.0% | -20.4% | 0.004% | |
8/1/2025 | Bessemer Group Inc. | 1,254 | $338K | 0.0% | N/A | 0.005% | |
8/1/2025 | First Command Advisory Services Inc. | 99 | $27K | 0.0% | N/A | 0.000% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 4,284 | $1.15M | 0.0% | +2.6% | 0.016% | |
8/1/2025 | Envestnet Asset Management Inc. | 161,472 | $43.49M | 0.0% | -1.4% | 0.587% | |
7/31/2025 | Wealthfront Advisers LLC | 11,314 | $3.05M | 0.0% | -7.1% | 0.041% | |
7/31/2025 | Whipplewood Advisors LLC | 150 | $40K | 0.0% | -99.5% | 0.001% | |
7/31/2025 | Leelyn Smith LLC | 1,741 | $469K | 0.1% | -9.3% | 0.006% | |
7/31/2025 | Moment Partners LLC | 880 | $237K | 0.0% | N/A | 0.003% | |
7/30/2025 | TFB Advisors LLC | 845 | $228K | 0.1% | N/A | 0.003% | |
7/30/2025 | Exencial Wealth Advisors LLC | 1,667 | $449K | 0.0% | -18.7% | 0.006% | |
7/30/2025 | Brookstone Capital Management | 4,002 | $1.08M | 0.0% | -11.3% | 0.015% | |
7/30/2025 | D.A. Davidson & CO. | 12,126 | $3.27M | 0.0% | +2.1% | 0.044% | |
7/30/2025 | Pacific Sun Financial Corp | 29,270 | $7.88M | 4.1% | -0.3% | 0.106% | |
7/29/2025 | Lyell Wealth Management LP | 5,747 | $1.55M | 0.1% | +0.7% | 0.021% | |
7/29/2025 | Stephens Inc. AR | 19,145 | $5.16M | 0.1% | -1.2% | 0.070% | |
7/29/2025 | Uhlmann Price Securities LLC | 1,196 | $322K | 0.2% | -4.2% | 0.004% | |
7/29/2025 | Chicago Partners Investment Group LLC | 4,861 | $1.31M | 0.0% | -3.6% | 0.018% | |
7/29/2025 | Dumont & Blake Investment Advisors LLC | 7,487 | $2.02M | 0.5% | -0.7% | 0.027% | |
7/29/2025 | Joseph P. Lucia & Associates LLC | 805 | $217K | 0.1% | N/A | 0.003% | |
7/29/2025 | International Assets Investment Management LLC | 2,794 | $753K | 0.0% | -30.2% | 0.010% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 6,712 | $1.81M | 0.0% | -4.5% | 0.024% | |
7/29/2025 | Dale Q Rice Investment Management Ltd | 786 | $209K | 0.2% | -50.3% | 0.003% | |
7/29/2025 | Stratos Wealth Partners LTD. | 7,713 | $2.08M | 0.0% | +4.4% | 0.028% | |
7/29/2025 | Stratos Wealth Advisors LLC | 2,415 | $650K | 0.0% | +23.0% | 0.009% | |
7/29/2025 | Private Trust Co. NA | 655 | $176K | 0.0% | +197.7% | 0.002% | |
7/28/2025 | Patten & Patten Inc. TN | 797 | $215K | 0.0% | N/A | 0.003% | |
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7/28/2025 | Mission Hills Financial Advisory LLC | 2,432 | $655K | 0.4% | -2.1% | 0.009% | |
7/28/2025 | Smart Portfolios LLC | 3,020 | $813K | 0.8% | -4.9% | 0.011% | |
7/28/2025 | Rosenberg Matthew Hamilton | 611 | $165K | 0.0% | -11.4% | 0.002% | |
7/28/2025 | Mutual Advisors LLC | 2,140 | $583K | 0.0% | +30.2% | 0.008% | |
7/28/2025 | Harbour Investments Inc. | 12,189 | $3.28M | 0.1% | +9.7% | 0.044% | |
7/28/2025 | RFG Advisory LLC | 11,807 | $3.18M | 0.1% | -8.8% | 0.043% | |
7/25/2025 | Atria Wealth Solutions Inc. | 8,529 | $2.30M | 0.1% | -15.8% | 0.031% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 1,649 | $444K | 0.0% | -65.5% | 0.006% | |
7/25/2025 | Sequoia Financial Advisors LLC | 65,871 | $17.74M | 0.1% | -2.2% | 0.239% | |
7/25/2025 | MGO One Seven LLC | 5,449 | $1.47M | 0.0% | +7.6% | 0.020% | |