7/25/2025 | Atria Wealth Solutions Inc. | 26,020 | $1.67M | 0.0% | -65.4% | 0.069% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 9,662 | $618K | 0.0% | -30.5% | 0.026% | |
7/25/2025 | Ellis Investment Partners LLC | 4,481 | $287K | 0.1% | -14.2% | 0.012% | |
7/25/2025 | CWM LLC | 5,250 | $336K | 0.0% | -40.8% | 0.014% | |
7/25/2025 | Apollon Wealth Management LLC | 170,376 | $10.90M | 0.2% | +9.5% | 0.451% | |
7/24/2025 | Comprehensive Money Management Services LLC | 8,822 | $564K | 0.4% | -5.0% | 0.023% | |
7/24/2025 | Strengthening Families & Communities LLC | 8,774 | $599K | 0.3% | +48.0% | 0.023% | |
7/24/2025 | Wealthstar Advisors LLC | 10,896 | $697K | 0.3% | +4.5% | 0.029% | |
7/24/2025 | Coordinated Financial Services Inc. | 4,495 | $287K | 0.2% | N/A | 0.012% | |
7/24/2025 | IFP Advisors Inc | 2,864 | $183K | 0.0% | -20.8% | 0.008% | |
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7/24/2025 | Court Place Advisors LLC | 10,155 | $649K | 0.2% | -4.2% | 0.027% | |
7/24/2025 | Blair William & Co. IL | 1,883 | $120K | 0.0% | +17.2% | 0.005% | |
7/23/2025 | Valmark Advisers Inc. | 49,361 | $3.16M | 0.0% | +1.9% | 0.130% | |
7/23/2025 | LifeSteps Financial Inc. | 7,536 | $482K | 0.3% | -2.6% | 0.020% | |
7/23/2025 | Traphagen Investment Advisors LLC | 8,066 | $516K | 0.0% | -35.5% | 0.021% | |
7/23/2025 | Heck Capital Advisors LLC | 45,514 | $2.91M | 0.3% | +1.4% | 0.120% | |
7/22/2025 | Mascoma Wealth Management LLC | 6,970 | $446K | 0.1% | -22.8% | 0.018% | |
7/22/2025 | Signature Wealth Management Partners LLC | 14,357 | $918K | 0.5% | -8.7% | 0.038% | |
7/22/2025 | Yoder Wealth Management Inc. | 80,327 | $5.14M | 2.7% | +5.1% | 0.212% | |
7/21/2025 | Ameritas Advisory Services LLC | 26,168 | $1.67M | 0.1% | -8.3% | 0.069% | |
7/21/2025 | Exchange Capital Management Inc. | 49,599 | $3.17M | 0.5% | -2.9% | 0.131% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 41,179 | $2.63M | 0.3% | +0.6% | 0.109% | |
7/18/2025 | Vicus Capital | 12,679 | $811K | 0.1% | -28.8% | 0.033% | |
7/18/2025 | Eagle Capital Management LLC | 5,600 | $358K | 0.2% | -96.7% | 0.015% | |
7/18/2025 | Truist Financial Corp | 33,574 | $2.15M | 0.0% | -3.9% | 0.089% | |
7/17/2025 | LexAurum Advisors LLC | 8,179 | $523K | 0.1% | +8.1% | 0.022% | |
7/17/2025 | Janney Montgomery Scott LLC | 14,056 | $899K | 0.0% | -3.8% | 0.037% | |
7/17/2025 | Smith Chas P & Associates PA Cpas | 7,259 | $464K | 0.0% | -15.1% | 0.019% | |
7/17/2025 | Fifth Third Securities Inc. | 24,363 | $1.56M | 0.1% | +0.7% | 0.064% | |
7/17/2025 | Smith Salley Wealth Management | 44,177 | $2.83M | 0.2% | +0.7% | 0.117% | |
7/17/2025 | Barry Investment Advisors LLC | 56,851 | $3.64M | 0.9% | -1.7% | 0.150% | |
7/16/2025 | Signature Resources Capital Management LLC | 642 | $41K | 0.0% | N/A | 0.002% | |
7/16/2025 | American National Bank & Trust | 10,410 | $666K | 0.1% | -1.8% | 0.027% | |
7/16/2025 | Fischer Financial Services Inc. | 167,265 | $10.70M | 3.1% | +0.7% | 0.441% | |
7/16/2025 | Dakota Wealth Management | 3,260 | $209K | 0.0% | -58.8% | 0.009% | |
7/15/2025 | Centerline Wealth Advisors LLC | 132,612 | $8.48M | 4.2% | +4.3% | 0.350% | |
7/15/2025 | Carr Financial Group Corp | 5,580 | $357K | 0.1% | +9.1% | 0.015% | |
7/15/2025 | Lynch & Associates IN | 33,706 | $2.16M | 0.4% | +3.1% | 0.089% | |
7/15/2025 | Buttonwood Financial Advisors Inc. | 189,730 | $12.13M | 4.9% | +4.3% | 0.501% | |
7/15/2025 | Financial Partners Group Inc | 71,816 | $4.59M | 0.6% | +3.6% | 0.189% | |
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7/14/2025 | Buska Wealth Management LLC | 15,412 | $986K | 0.3% | -11.8% | 0.041% | |
7/14/2025 | McGlone Suttner Wealth Management Inc. | 270,741 | $17.31M | 2.6% | +4.4% | 0.714% | |
7/14/2025 | Sweeney & Michel LLC | 3,488 | $224K | 0.1% | N/A | 0.009% | |
7/14/2025 | Abound Wealth Management | 675 | $43K | 0.0% | +209.6% | 0.002% | |
7/14/2025 | Sowell Financial Services LLC | 3,474 | $222K | 0.0% | +10.0% | 0.009% | |
7/11/2025 | CX Institutional | 29,559 | $1.89M | 0.1% | +1,675.3% | 0.078% | |
7/11/2025 | Weatherly Asset Management L. P. | 272,095 | $17.40M | 1.5% | +5.0% | 0.715% | |
7/11/2025 | LongView Wealth Management | 8,847 | $566K | 0.2% | +52.6% | 0.023% | |
7/10/2025 | Charter Oak Capital Management LLC | 16,949 | $1.08M | 0.1% | +4.2% | 0.045% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 26,148 | $1.68M | 0.0% | -10.5% | 0.069% | |
7/10/2025 | Sovran Advisors LLC | 3,842 | $246K | 0.0% | -23.8% | 0.010% | |
7/8/2025 | Silverleafe Capital Partners LLC | 3,895 | $249K | 0.1% | -25.9% | 0.010% | |
7/8/2025 | Partnership Wealth Management LLC | 4,350 | $278K | 0.2% | +4.9% | 0.011% | |
7/7/2025 | Investors Research Corp | 194,871 | $12.46M | 2.4% | +9.7% | 0.512% | |
7/7/2025 | Roxbury Financial LLC | 26,919 | $1.72M | 1.7% | +1.6% | 0.071% | |
7/7/2025 | Nova Wealth Management Inc. | 2,441 | $156K | 0.1% | +176.1% | 0.006% | |
7/2/2025 | HBW Advisory Services LLC | 6,252 | $400K | 0.0% | +9.9% | 0.016% | |
7/2/2025 | Crumly & Associates Inc. | 10,087 | $645K | 0.2% | +10.1% | 0.026% | |
7/2/2025 | Marotta Asset Management | 116,482 | $7.45M | 1.5% | +189.9% | 0.306% | |
6/27/2025 | Goldman Sachs Group Inc. | 110,807 | $7.57M | 0.0% | +1,276.5% | 0.291% | |
6/2/2025 | Modern Wealth Management LLC | 28,526 | $1.95M | 0.1% | +1.4% | 0.073% | |
5/27/2025 | Advisors Capital Management LLC | 6,286 | $429K | 0.0% | +15.3% | 0.016% | |
5/22/2025 | WBI Investments LLC | 33,376 | $2.28M | 0.6% | +694.7% | 0.086% | |
5/20/2025 | Focus Partners Wealth | 6,618 | $452K | 0.0% | +3.1% | 0.017% | |
5/19/2025 | Jane Street Group LLC | 31,978 | $2.19M | 0.0% | +747.8% | 0.082% | |
5/16/2025 | Goldman Sachs Group Inc. | 110,807 | $7.57M | 0.0% | +1,276.5% | 0.285% | |
5/16/2025 | Jones Financial Companies Lllp | 17,047 | $1.17M | 0.0% | +187.7% | 0.044% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 3,908 | $267K | 0.2% | N/A | 0.010% | |
5/16/2025 | NewEdge Advisors LLC | 95,645 | $6.53M | 0.0% | -15.1% | 0.246% | |
5/16/2025 | Integrated Wealth Concepts LLC | 26,752 | $1.83M | 0.0% | N/A | 0.069% | |
5/16/2025 | Aprio Wealth Management LLC | 84,065 | $5.74M | 0.7% | +17.9% | 0.216% | |
5/15/2025 | EP Wealth Advisors LLC | 2,840 | $194K | 0.0% | +10.0% | 0.007% | |
5/15/2025 | Royal Bank of Canada | 57,609 | $3.94M | 0.0% | +66.8% | 0.148% | |
5/15/2025 | MAI Capital Management | 40,109 | $2.74M | 0.0% | -1.2% | 0.103% | |
5/14/2025 | Per Stirling Capital Management LLC. | 4,469 | $305K | 0.0% | -7.9% | 0.012% | |
5/14/2025 | Full Sail Capital LLC | 229,639 | $15.69M | 1.0% | -7.9% | 0.591% | |
5/14/2025 | Freedom Investment Management Inc. | 42,477 | $2.90M | 0.2% | -24.6% | 0.109% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 224,217 | $15.32M | 0.0% | +45.9% | 0.577% | |
5/14/2025 | Kestra Advisory Services LLC | 224,433 | $15.33M | 0.1% | -6.9% | 0.578% | |
5/14/2025 | Compound Planning Inc. | 7,865 | $537K | 0.0% | -12.2% | 0.020% | |
5/14/2025 | CW Advisors LLC | 13,095 | $895K | 0.0% | +12.3% | 0.034% | |
5/14/2025 | RWA Wealth Partners LLC | 238,757 | $16.31M | 0.2% | -6.7% | 0.615% | |
5/13/2025 | Brooklyn Investment Group | 378 | $26K | 0.0% | N/A | 0.001% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 70,879 | $4.84M | 0.0% | +3.4% | 0.180% | |
5/13/2025 | Raymond James Financial Inc. | 280,541 | $19.17M | 0.0% | +42.1% | 0.713% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 99,781 | $6.82M | 0.0% | +18.5% | 0.254% | |
5/13/2025 | Heck Capital Advisors LLC | 44,882 | $3.07M | 0.3% | +15.2% | 0.114% | |
5/13/2025 | HRC Wealth Management LLC | 7,720 | $527K | 0.3% | -12.1% | 0.020% | |
5/13/2025 | Stone House Investment Management LLC | 868 | $59K | 0.0% | N/A | 0.002% | |
5/13/2025 | HighTower Advisors LLC | 90,208 | $6.16M | 0.0% | +229.0% | 0.229% | |
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5/12/2025 | AGF Management Ltd. | 588,433 | $40.20M | 0.2% | -1.5% | 1.495% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,629 | $243K | 0.0% | N/A | 0.009% | |
5/12/2025 | Meridian Wealth Management LLC | 12,740 | $870K | 0.0% | +7.1% | 0.032% | |
5/12/2025 | Strengthening Families & Communities LLC | 5,930 | $407K | 0.2% | -24.4% | 0.015% | |
5/12/2025 | Atlas Capital Advisors Inc. | 35,949 | $2.46M | 0.3% | -15.5% | 0.091% | |
5/12/2025 | Savvy Advisors Inc. | 6,312 | $431K | 0.0% | +13.2% | 0.016% | |
5/12/2025 | WBH Advisory Inc. | 4,939 | $337K | 0.0% | -8.8% | 0.013% | |
5/9/2025 | Altfest L J & Co. Inc. | 78,851 | $5.39M | 0.7% | N/A | 0.200% | |
5/9/2025 | Chicago Partners Investment Group LLC | 7,851 | $500K | 0.0% | +115.8% | 0.020% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 1,676,903 | $114.57M | 0.0% | +2.6% | 4.262% | |