8/7/2025 | Allworth Financial LP | 1,094 | $65K | 0.0% | +255.2% | 0.001% | |
8/7/2025 | Searle & CO. | 3,733 | $223K | 0.1% | N/A | 0.005% | |
8/7/2025 | LFA Lugano Financial Advisors SA | 53,598 | $3.20M | 1.9% | +3.5% | 0.066% | |
8/6/2025 | Bensler LLC | 386,859 | $23.11M | 2.6% | +29.4% | 0.480% | |
8/6/2025 | AE Wealth Management LLC | 725 | $43K | 0.0% | -24.1% | 0.001% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 38,911 | $2.32M | 0.4% | +55.2% | 0.048% | |
8/6/2025 | Pekin Hardy Strauss Inc. | 18,580 | $1.11M | 0.1% | +67.5% | 0.023% | |
8/6/2025 | Golden State Wealth Management LLC | 28,472 | $1.70M | 0.2% | N/A | 0.035% | |
8/6/2025 | Ethos Financial Group LLC | 3,701 | $221K | 0.0% | N/A | 0.005% | |
8/6/2025 | Atlantic Union Bankshares Corp | 61,498 | $3.67M | 0.1% | N/A | 0.076% | |
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8/6/2025 | First Horizon Advisors Inc. | 1,754 | $105K | 0.0% | +494.6% | 0.002% | |
8/5/2025 | Claro Advisors LLC | 10,514 | $628K | 0.1% | +104.1% | 0.013% | |
8/5/2025 | Simplex Trading LLC | 20,941 | $1.25M | 0.0% | N/A | 0.026% | |
8/5/2025 | Bank of Montreal Can | 91,471 | $5.46M | 0.0% | +43.4% | 0.113% | |
8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 179,505 | $10.72M | 0.1% | +2.2% | 0.223% | |
8/5/2025 | Strategic Financial Concepts LLC | 4,603 | $275K | 0.0% | +22.5% | 0.006% | |
8/5/2025 | Sumitomo Life Insurance Co. | 236,100 | $14.10M | 1.0% | -5.0% | 0.293% | |
8/4/2025 | Integrity Alliance LLC. | 9,848 | $588K | 0.0% | -20.6% | 0.012% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 4,622 | $276K | 0.0% | +31.1% | 0.006% | |
8/4/2025 | Savvy Advisors Inc. | 9,632 | $575K | 0.0% | N/A | 0.012% | |
8/4/2025 | Spire Wealth Management | 122,057 | $7.07M | 0.3% | +4.2% | 0.151% | |
8/4/2025 | Barnes Dennig Private Wealth Management LLC | 3,397 | $203K | 0.2% | N/A | 0.004% | |
8/4/2025 | Flagship Harbor Advisors LLC | 17,949 | $1.07M | 0.1% | +3.8% | 0.022% | |
8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 94,752 | $5.66M | 0.1% | +16.6% | 0.117% | |
8/1/2025 | Milestone Asset Management Group LLC | 12,631 | $754K | 0.6% | +1.6% | 0.016% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 3,465 | $207K | 0.0% | -65.4% | 0.004% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,483,102 | $88.59M | 0.0% | +1,171.5% | 1.839% | |
7/31/2025 | Wealthfront Advisers LLC | 12,873 | $769K | 0.0% | +56.7% | 0.016% | |
7/31/2025 | Burke & Herbert Bank & Trust Co. | 6,580 | $393K | 0.1% | N/A | 0.008% | |
7/31/2025 | 3EDGE Asset Management LP | 23,226 | $1.38M | 0.1% | -26.9% | 0.029% | |
7/31/2025 | Money Design Co. Ltd. | 208,020 | $12.43M | 0.6% | +4.7% | 0.258% | |
7/30/2025 | Strategic Blueprint LLC | 3,925 | $234K | 0.0% | N/A | 0.005% | |
7/30/2025 | Brookstone Capital Management | 268,943 | $16.06M | 0.2% | -35.7% | 0.333% | |
7/30/2025 | D.A. Davidson & CO. | 3,443 | $206K | 0.0% | N/A | 0.004% | |
7/30/2025 | Phoenix Financial Ltd. | 72,985 | $4.36M | 0.1% | +25.3% | 0.090% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 11,140 | $665K | 0.0% | +2.3% | 0.014% | |
7/30/2025 | Southern Farm Bureau Life Insurance | 802,765 | $47.63M | 6.1% | +14.3% | 0.995% | |
7/30/2025 | Demars Financial Group LLC | 65,867 | $3.93M | 1.5% | N/A | 0.082% | |
7/30/2025 | WBH Advisory Inc. | 46,783 | $2.79M | 0.2% | +105.2% | 0.058% | |
7/29/2025 | Koshinski Asset Management Inc. | 103,067 | $6.16M | 0.5% | +62.7% | 0.128% | |
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7/29/2025 | Stratos Wealth Advisors LLC | 101,951 | $6.09M | 0.3% | +7.8% | 0.126% | |
7/29/2025 | Private Trust Co. NA | 1,161 | $69K | 0.0% | +155.7% | 0.001% | |
7/29/2025 | Bellecapital International Ltd. | 3,890 | $232K | 0.0% | -19.6% | 0.005% | |
7/29/2025 | Sincerus Advisory LLC | 3,387 | $204K | 0.2% | N/A | 0.004% | |
7/28/2025 | Allianz Asset Management GmbH | 391,900 | $23.41M | 0.0% | -10.2% | 0.486% | |
7/28/2025 | Ritholtz Wealth Management | 41,623 | $2.49M | 0.1% | -1.5% | 0.052% | |
7/28/2025 | SFG Wealth Management LLC. | 3,461 | $207K | 0.1% | N/A | 0.004% | |
7/28/2025 | Harbour Investments Inc. | 871 | $52K | 0.0% | +84.9% | 0.001% | |
7/28/2025 | Courier Capital LLC | 234,108 | $13.98M | 0.8% | +1.0% | 0.290% | |
7/28/2025 | Wilmington Savings Fund Society FSB | 9,544 | $570K | 0.0% | -7.2% | 0.012% | |
7/25/2025 | NorthRock Partners LLC | 3,150 | $188K | 0.0% | -7.1% | 0.004% | |
7/25/2025 | Atria Wealth Solutions Inc. | 7,011 | $419K | 0.0% | +48.9% | 0.009% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 29,820 | $1.78M | 0.0% | -76.8% | 0.037% | |
7/25/2025 | Concord Asset Management LLC VA | 41,754 | $2.49M | 0.4% | N/A | 0.052% | |
7/25/2025 | Sequoia Financial Advisors LLC | 35,929 | $2.15M | 0.0% | +55.0% | 0.045% | |
7/25/2025 | Griffin Asset Management Inc. | 9,709 | $580K | 0.1% | +19.3% | 0.012% | |
7/25/2025 | Almanack Investment Partners LLC. | 178,222 | $10.65M | 1.7% | +29.6% | 0.221% | |
7/25/2025 | Johnson Investment Counsel Inc. | 22,565 | $1.35M | 0.0% | N/A | 0.028% | |
7/25/2025 | GFS Advisors LLC | 155,891 | $9.31M | 1.3% | N/A | 0.193% | |
7/25/2025 | Apollon Wealth Management LLC | 12,050 | $720K | 0.0% | +14.2% | 0.015% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 4,158,074 | $248.36M | 12.2% | +244.3% | 5.156% | |
7/24/2025 | Capital Advisors Ltd. LLC | 1,691 | $101K | 0.0% | +34.8% | 0.002% | |
7/24/2025 | Tandem Capital Management Corp ADV | 3,575 | $214K | 0.1% | N/A | 0.004% | |
7/23/2025 | Vontobel Holding Ltd. | 146,700 | $8.76M | 0.0% | -4.7% | 0.182% | |
7/23/2025 | Eagle Strategies LLC | 41,407 | $2.47M | 0.4% | +56.9% | 0.051% | |
7/23/2025 | Joel Isaacson & Co. LLC | 4,351 | $260K | 0.0% | N/A | 0.005% | |
7/23/2025 | CFM Wealth Partners LLC | 3,987 | $238K | 0.0% | -11.9% | 0.005% | |
7/22/2025 | Belpointe Asset Management LLC | 49,263 | $2.94M | 0.1% | +32.7% | 0.061% | |
7/22/2025 | Global Assets Advisory LLC | 22,895 | $1.36M | 0.5% | -54.5% | 0.028% | |
7/21/2025 | NTV Asset Management LLC | 123,134 | $7.36M | 0.9% | +2.8% | 0.153% | |
7/21/2025 | Washington Growth Strategies LLC | 42,476 | $2.54M | 1.9% | +78,559.3% | 0.053% | |
7/21/2025 | Jackson Wealth Management LLC | 88,188 | $5.27M | 0.6% | -3.7% | 0.109% | |
7/21/2025 | Matauro LLC | 205,800 | $12.29M | 2.3% | +314.9% | 0.255% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 55,270 | $3.30M | 0.0% | -6.9% | 0.069% | |
7/21/2025 | FSA Wealth Partners Inc. | 22,012 | $1.32M | 0.6% | N/A | 0.027% | |
7/18/2025 | BOCHK Asset Management Ltd | 8,000 | $478K | 0.1% | N/A | 0.010% | |
7/18/2025 | Trilogy Capital Inc. | 4,386 | $262K | 0.0% | N/A | 0.005% | |
7/18/2025 | Lynx Investment Advisory | 5,522 | $330K | 0.2% | N/A | 0.007% | |
7/18/2025 | Truist Financial Corp | 32,971 | $1.97M | 0.0% | -32.3% | 0.041% | |
7/18/2025 | Union Bancaire Privee UBP SA | 49,680 | $2.97M | 0.1% | N/A | 0.062% | |
7/17/2025 | Janney Montgomery Scott LLC | 45,189 | $2.70M | 0.0% | +626.3% | 0.056% | |
7/17/2025 | Fifth Third Securities Inc. | 4,448 | $266K | 0.0% | -9.4% | 0.006% | |
7/17/2025 | Forefront Wealth Management Inc. | 43,768 | $2.61M | 2.1% | +4.5% | 0.054% | |
7/16/2025 | Gradient Capital Advisors LLC | 18,404 | $1.10M | 0.3% | +24.1% | 0.023% | |
7/16/2025 | Colton Groome Financial Advisors LLC | 36,280 | $2.17M | 0.7% | N/A | 0.045% | |
7/16/2025 | Magnus Financial Group LLC | 6,181 | $369K | 0.0% | N/A | 0.008% | |
7/15/2025 | Retirement Guys Formula LLC | 86,351 | $5.16M | 2.0% | N/A | 0.107% | |
7/15/2025 | EWG Elevate Inc. | 16,426 | $981K | 0.3% | -9.1% | 0.020% | |
7/15/2025 | Graypoint LLC | 166,044 | $9.92M | 0.6% | +0.3% | 0.206% | |
7/15/2025 | Financial Management Professionals Inc. | 142,599 | $8.52M | 1.0% | N/A | 0.177% | |
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7/15/2025 | Pictet North America Advisors SA | 5,520 | $330K | 0.0% | N/A | 0.007% | |
7/14/2025 | Financial Enhancement Group LLC | 136,897 | $8.23M | 1.2% | +0.5% | 0.170% | |
7/14/2025 | Park Avenue Securities LLC | 91,015 | $5.44M | 0.0% | N/A | 0.113% | |
7/11/2025 | TTP Investments Inc. | 7,019 | $419K | 0.1% | N/A | 0.009% | |
7/11/2025 | Farther Finance Advisors LLC | 4,070 | $243K | 0.0% | -11.9% | 0.005% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 65,700 | $3.92M | 0.5% | +33.3% | 0.082% | |
7/10/2025 | Fulton Bank N.A. | 13,240 | $791K | 0.0% | +47.4% | 0.016% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 20,908 | $1.25M | 0.0% | +6.9% | 0.026% | |
7/9/2025 | Sandbox Financial Partners LLC | 34,514 | $2.06M | 0.7% | N/A | 0.043% | |
7/7/2025 | Upper Left Wealth Management LLC | 46,698 | $2.79M | 1.9% | -0.8% | 0.058% | |