7/25/2025 | Ellis Investment Partners LLC | 4,828 | $251K | 0.0% | +5.2% | 0.004% | |
7/25/2025 | CWM LLC | 1,392 | $72K | 0.0% | -19.9% | 0.001% | |
7/25/2025 | Concurrent Investment Advisors LLC | 36,454 | $1.90M | 0.0% | -14.6% | 0.033% | |
7/25/2025 | Investment Advisory Group LLC | 6,481 | $337K | 0.1% | N/A | 0.006% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 14,187 | $738K | 0.0% | +14.7% | 0.013% | |
7/24/2025 | IFP Advisors Inc | 161,837 | $8.42M | 0.2% | +6.6% | 0.145% | |
7/23/2025 | Valmark Advisers Inc. | 70,722 | $3.68M | 0.1% | +4.0% | 0.064% | |
7/23/2025 | Foresight Capital Management Advisors Inc. | 72,825 | $3.79M | 2.2% | +3.4% | 0.066% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 300,474 | $15.63M | 0.2% | -29.5% | 0.271% | |
7/22/2025 | Valley National Advisers Inc. | 7,945 | $413K | 0.1% | +10.6% | 0.007% | |
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7/22/2025 | DAVENPORT & Co LLC | 26,292 | $1.37M | 0.0% | +277.1% | 0.024% | |
7/22/2025 | Mascoma Wealth Management LLC | 41,127 | $2.14M | 0.5% | -18.8% | 0.037% | |
7/22/2025 | Brown Miller Wealth Management LLC | 8,600 | $447K | 0.1% | -5.5% | 0.008% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 3,945 | $205K | 0.0% | N/A | 0.004% | |
7/21/2025 | Precedent Wealth Partners LLC | 25,894 | $1.35M | 0.3% | -1.2% | 0.023% | |
7/21/2025 | Fairvoy Private Wealth LLC | 7,680 | $400K | 0.1% | +4.3% | 0.007% | |
7/21/2025 | Ameritas Advisory Services LLC | 10,398 | $541K | 0.0% | -38.4% | 0.009% | |
7/21/2025 | FSA Wealth Partners Inc. | 141,107 | $7.34M | 3.5% | +93.3% | 0.127% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 84,525 | $4.40M | 0.5% | +2.0% | 0.076% | |
7/18/2025 | Consolidated Planning Corp | 22,798 | $1.19M | 0.1% | -1.4% | 0.020% | |
7/18/2025 | Childress Capital Advisors LLC | 826,517 | $43.00M | 10.8% | -3.2% | 0.741% | |
7/18/2025 | PFG Investments LLC | 29,398 | $1.53M | 0.1% | +121.3% | 0.026% | |
7/18/2025 | Truist Financial Corp | 160,732 | $8.36M | 0.0% | -3.5% | 0.144% | |
7/18/2025 | Powers Advisory Group LLC | 54,788 | $2.85M | 1.3% | +135.4% | 0.049% | |
7/17/2025 | Melfa Wealth Management Inc. | 18,929 | $985K | 0.6% | +1.9% | 0.017% | |
7/17/2025 | Janney Montgomery Scott LLC | 53,594 | $2.79M | 0.0% | +55.8% | 0.048% | |
7/17/2025 | Fifth Third Securities Inc. | 210,364 | $10.94M | 0.8% | +34.7% | 0.190% | |
7/17/2025 | ERn Financial LLC | 21,760 | $1.13M | 0.2% | N/A | 0.020% | |
7/17/2025 | Investment Advisory Services Inc. TX ADV | 61,911 | $3.22M | 1.1% | N/A | 0.056% | |
7/17/2025 | Barry Investment Advisors LLC | 41,908 | $2.18M | 0.5% | +1.4% | 0.038% | |
7/17/2025 | KWB Wealth | 69,956 | $3.47M | 0.4% | N/A | 0.063% | |
7/16/2025 | Marmo Financial Group LLC | 117,146 | $6.09M | 3.0% | +3.4% | 0.106% | |
7/16/2025 | Independent Wealth Network Inc. | 7,612 | $396K | 0.1% | +7.8% | 0.007% | |
7/16/2025 | New Insight Wealth Advisors | 20,598 | $1.07M | 0.4% | N/A | 0.019% | |
7/16/2025 | Essex Financial Services Inc. | 80,332 | $4.18M | 0.3% | +5.6% | 0.073% | |
7/16/2025 | Perigon Wealth Management LLC | 23,530 | $1.22M | 0.0% | -2.0% | 0.021% | |
7/16/2025 | Octavia Wealth Advisors LLC | 23,378 | $1.22M | 0.1% | -5.8% | 0.021% | |
7/16/2025 | Castleview Partners LLC | 54,094 | $2.81M | 1.8% | +107.2% | 0.049% | |
7/15/2025 | Centerline Wealth Advisors LLC | 66,914 | $3.48M | 1.7% | N/A | 0.060% | |
7/15/2025 | Accurate Wealth Management LLC | 13,852 | $739K | 0.1% | +2.0% | 0.013% | |
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7/15/2025 | Axis Wealth Partners LLC | 66,590 | $3.46M | 2.3% | +7.4% | 0.060% | |
7/15/2025 | Sheets Smith Wealth Management | 46,070 | $2.40M | 0.3% | +2.0% | 0.042% | |
7/15/2025 | LVZ Inc. | 18,826 | $979K | 0.1% | +10.5% | 0.017% | |
7/14/2025 | AdvisorNet Financial Inc | 113,906 | $5.93M | 0.4% | +3.0% | 0.103% | |
7/14/2025 | KFG Wealth Management LLC | 29,139 | $1.52M | 0.2% | +28.0% | 0.026% | |
7/14/2025 | McGlone Suttner Wealth Management Inc. | 114,388 | $5.95M | 0.9% | +1.8% | 0.104% | |
7/14/2025 | Flagstar Advisors Inc. | 49,362 | $2.57M | 0.7% | +625.4% | 0.045% | |
7/14/2025 | Southland Equity Partners LLC | 6,499 | $338K | 0.1% | +46.9% | 0.006% | |
7/14/2025 | Sowell Financial Services LLC | 19,903 | $1.04M | 0.0% | +26.9% | 0.018% | |
7/11/2025 | Silver Oak Securities Incorporated | 53,585 | $2.79M | 0.2% | +3.4% | 0.049% | |
7/11/2025 | MKD Wealth Coaches LLC | 4,481 | $233K | 0.2% | N/A | 0.004% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 27,672 | $1.44M | 0.2% | N/A | 0.025% | |
7/10/2025 | Community Trust & Investment Co. | 14,030 | $730K | 0.0% | -10.8% | 0.013% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 103,727 | $5.52M | 0.0% | -2.9% | 0.094% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 24,463 | $1.27M | 0.5% | -1.2% | 0.022% | |
7/10/2025 | KMG Fiduciary Partners LLC | 5,167 | $269K | 0.0% | N/A | 0.005% | |
7/10/2025 | Sovran Advisors LLC | 37,690 | $1.99M | 0.2% | -12.2% | 0.034% | |
7/9/2025 | Lineweaver Wealth Advisors LLC | 114,122 | $5.94M | 0.9% | -0.6% | 0.104% | |
7/9/2025 | Sapient Capital LLC | 20,126 | $1.05M | 0.0% | N/A | 0.018% | |
7/9/2025 | Fiduciary Alliance LLC | 4,599 | $239K | 0.0% | N/A | 0.004% | |
7/9/2025 | WealthCare Investment Partners LLC | 11,228 | $597K | 0.2% | +10.4% | 0.010% | |
7/8/2025 | Ballew Advisors Inc | 29,265 | $1.56M | 0.9% | +0.9% | 0.027% | |
7/7/2025 | Accelerate Investment Advisors LLC | 5,810 | $302K | 0.2% | N/A | 0.005% | |
7/7/2025 | Nova Wealth Management Inc. | 8,547 | $445K | 0.3% | +448.9% | 0.008% | |
7/7/2025 | Centurion Wealth Management LLC | 5,688 | $296K | 0.1% | -3.3% | 0.005% | |
7/7/2025 | TruWealth Advisors LLC | 24,749 | $1.29M | 0.1% | +53.9% | 0.023% | |
7/2/2025 | Dentgroup LLC | 150,578 | $7.83M | 5.4% | -0.4% | 0.139% | |
7/2/2025 | HBW Advisory Services LLC | 55,256 | $2.87M | 0.4% | +35.0% | 0.051% | |
6/24/2025 | Rainier Family Wealth Inc. | 22,331 | $1.11M | 1.3% | N/A | 0.022% | |
5/29/2025 | Nova Wealth Management Inc. | 1,557 | $77K | 0.1% | +1,457.0% | 0.002% | |
5/28/2025 | Wealth Management Associates Inc. | 8,937 | $443K | 0.2% | +2.6% | 0.009% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 22,832 | $1.13M | 0.2% | +13.4% | 0.022% | |
5/20/2025 | Flaharty Asset Management LLC | 1,171 | $58K | 0.0% | N/A | 0.001% | |
5/20/2025 | Integrity Alliance LLC. | 44,283 | $2.20M | 0.1% | +9.1% | 0.044% | |
5/19/2025 | Jane Street Group LLC | 130,568 | $6.48M | 0.0% | -65.0% | 0.129% | |
5/16/2025 | McIlrath & Eck LLC | 680,649 | $33.76M | 4.1% | +10.6% | 0.695% | |
5/16/2025 | Kestra Investment Management LLC | 294,263 | $14.60M | 0.5% | +7.7% | 0.301% | |
5/16/2025 | NewEdge Advisors LLC | 75,332 | $3.74M | 0.0% | -14.1% | 0.077% | |
5/16/2025 | Integrated Wealth Concepts LLC | 383,809 | $19.04M | 0.2% | +7.5% | 0.392% | |
5/15/2025 | Paragon Private Wealth Management LLC | 16,698 | $828K | 0.4% | N/A | 0.017% | |
5/15/2025 | EP Wealth Advisors LLC | 38,645 | $1.92M | 0.0% | -2.8% | 0.039% | |
5/15/2025 | Core Wealth Advisors Inc. | 19,492 | $967K | 0.3% | +20.5% | 0.020% | |
5/15/2025 | Royal Bank of Canada | 108,308 | $5.37M | 0.0% | +6.0% | 0.111% | |
5/15/2025 | Calton & Associates Inc. | 159,474 | $7.91M | 1.8% | +400.7% | 0.163% | |
5/14/2025 | Ieq Capital LLC | 14,811 | $735K | 0.0% | N/A | 0.015% | |
5/14/2025 | PKS Advisory Services LLC | 5,072 | $252K | 0.1% | +15.1% | 0.005% | |
5/14/2025 | Widmann Financial Services Inc. | 10,361 | $514K | 0.4% | -2.1% | 0.011% | |
5/14/2025 | WCG Wealth Advisors LLC | 87,985 | $4.36M | 0.3% | -1.1% | 0.090% | |
5/14/2025 | Full Sail Capital LLC | 6,000 | $298K | 0.0% | N/A | 0.006% | |
5/14/2025 | Synovus Financial Corp | 16,167 | $802K | 0.0% | +17.8% | 0.017% | |
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5/14/2025 | Biondo Investment Advisors LLC | 35,960 | $1.78M | 0.3% | -3.1% | 0.037% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 713,054 | $35.37M | 0.0% | +20.2% | 0.728% | |
5/14/2025 | Kestra Advisory Services LLC | 371,094 | $18.41M | 0.1% | +4.4% | 0.379% | |
5/14/2025 | Flow Traders U.S. LLC | 120,304 | $5.97M | 0.3% | N/A | 0.123% | |
5/14/2025 | Capital Analysts LLC | 1,068 | $53K | 0.0% | -64.9% | 0.001% | |
5/14/2025 | Level Four Advisory Services LLC | 40,105 | $1.99M | 0.1% | +2.4% | 0.041% | |
5/13/2025 | Brooklyn Investment Group | 2,826 | $140K | 0.0% | -53.4% | 0.003% | |
5/13/2025 | Raymond James Financial Inc. | 904,306 | $44.85M | 0.0% | +62.6% | 0.924% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 6,102 | $303K | 0.0% | +3.9% | 0.006% | |
5/13/2025 | HighTower Advisors LLC | 40,894 | $2.03M | 0.0% | +80.2% | 0.042% | |