8/19/2025 | B. Riley Wealth Advisors Inc. | 1,930 | $280K | 0.0% | N/A | 0.029% | |
8/19/2025 | Advisory Services Network LLC | 6,076 | $925K | 0.0% | -5.8% | 0.090% | |
8/18/2025 | Hershey Financial Advisers LLC | 3,082 | $447K | 0.4% | N/A | 0.046% | |
8/15/2025 | Corient Private Wealth LLC | 2,786 | $404K | 0.0% | +8.0% | 0.041% | |
8/15/2025 | Puff Wealth Management LLC | 7,054 | $1.02M | 0.3% | +283.2% | 0.105% | |
8/15/2025 | Captrust Financial Advisors | 7,953 | $1.15M | 0.0% | +103.0% | 0.118% | |
8/15/2025 | Snowden Capital Advisors LLC | 1,916 | $278K | 0.0% | -9.7% | 0.028% | |
8/15/2025 | MML Investors Services LLC | 7,949 | $1.15M | 0.0% | +64.1% | 0.118% | |
8/15/2025 | Benjamin Edwards Inc. | 4,653 | $674K | 0.0% | +3.0% | 0.069% | |
8/15/2025 | Bank of America Corp DE | 113,370 | $16.43M | 0.0% | -18.3% | 1.680% | |
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8/15/2025 | Ameriprise Financial Inc. | 36,558 | $5.30M | 0.0% | -9.6% | 0.542% | |
8/14/2025 | Raymond James Financial Inc. | 145,503 | $21.09M | 0.0% | +19.5% | 2.156% | |
8/14/2025 | NewEdge Advisors LLC | 42,669 | $6.18M | 0.0% | +387.9% | 0.632% | |
8/13/2025 | StoneX Group Inc. | 2,308 | $334K | 0.0% | -11.0% | 0.034% | |
8/13/2025 | Proactive Wealth Strategies LLC | 20,231 | $2.93M | 1.4% | -6.9% | 0.300% | |
8/13/2025 | Baird Financial Group Inc. | 10,457 | $1.52M | 0.0% | +6.3% | 0.155% | |
8/13/2025 | CW Advisors LLC | 98,905 | $14.33M | 0.1% | +0.3% | 1.465% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 37,326 | $5.80M | 1.9% | -3.7% | 0.553% | |
8/13/2025 | Smith Moore & CO. | 2,637 | $382K | 0.0% | -5.1% | 0.039% | |
8/13/2025 | VestGen Advisors LLC | 5,681 | $823K | 0.0% | +12.1% | 0.084% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,044 | $151K | 0.0% | +36.3% | 0.015% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 11,626 | $1.69M | 0.0% | -14.2% | 0.172% | |
8/12/2025 | Insigneo Advisory Services LLC | 1,577 | $229K | 0.0% | N/A | 0.023% | |
8/11/2025 | Cannon Advisors Inc. | 1,501 | $218K | 0.2% | N/A | 0.022% | |
8/11/2025 | Western Wealth Management LLC | 20,569 | $2.98M | 0.2% | -1.4% | 0.305% | |
8/8/2025 | Cetera Investment Advisers | 88,347 | $12.80M | 0.0% | -10.4% | 1.309% | |
8/8/2025 | Creative Planning | 7,363 | $1.07M | 0.0% | +4.5% | 0.109% | |
8/8/2025 | Good Life Advisors LLC | 17,642 | $2.56M | 0.2% | -22.3% | 0.261% | |
8/8/2025 | PNC Financial Services Group Inc. | 965 | $140K | 0.0% | -22.0% | 0.014% | |
8/8/2025 | Comprehensive Financial Planning Inc. PA | 6,849 | $993K | 0.8% | N/A | 0.101% | |
8/7/2025 | PCG Wealth Advisors LLC | 7,995 | $1.16M | 0.6% | -1.3% | 0.118% | |
8/7/2025 | Midwest Trust Co | 1,427 | $207K | 0.0% | N/A | 0.021% | |
8/6/2025 | Prospera Financial Services Inc | 5,062 | $734K | 0.0% | +3.1% | 0.075% | |
8/6/2025 | AE Wealth Management LLC | 7,809 | $1.13M | 0.0% | +196.6% | 0.116% | |
8/6/2025 | Wedbush Securities Inc. | 2,651 | $384K | 0.0% | +30.3% | 0.039% | |
8/6/2025 | Golden State Wealth Management LLC | 19,380 | $2.81M | 0.3% | -7.9% | 0.287% | |
8/6/2025 | Atlantic Union Bankshares Corp | 400 | $58K | 0.0% | N/A | 0.006% | |
8/6/2025 | First Horizon Advisors Inc. | 300 | $43K | 0.0% | N/A | 0.004% | |
8/5/2025 | Arrowroot Family Office LLC | 1,855 | $269K | 0.1% | N/A | 0.027% | |
8/5/2025 | Sigma Planning Corp | 4,738 | $687K | 0.0% | N/A | 0.070% | |
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8/5/2025 | Atlas Private Wealth Advisors | 5,469 | $792K | 0.1% | -1.9% | 0.081% | |
8/4/2025 | Integrity Alliance LLC. | 2,836 | $411K | 0.0% | -73.0% | 0.042% | |
8/4/2025 | IFG Advisory LLC | 8,263 | $1.20M | 0.1% | +42.3% | 0.122% | |
8/4/2025 | Impact Partnership Wealth LLC | 7,030 | $1.02M | 0.2% | -36.9% | 0.104% | |
8/4/2025 | Atria Investments Inc | 11,927 | $1.73M | 0.0% | -8.8% | 0.177% | |
8/4/2025 | Assetmark Inc. | 410 | $59K | 0.0% | -14.4% | 0.006% | |
8/1/2025 | Envestnet Asset Management Inc. | 45,506 | $6.59M | 0.0% | -38.5% | 0.674% | |
7/30/2025 | Patten Group Inc. | 3,011 | $436K | 0.1% | -4.9% | 0.045% | |
7/30/2025 | D.A. Davidson & CO. | 26,357 | $3.82M | 0.0% | -8.0% | 0.390% | |
7/29/2025 | Chicago Partners Investment Group LLC | 19,207 | $2.87M | 0.1% | -1.2% | 0.285% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 11,556 | $1.68M | 0.0% | -2.0% | 0.171% | |
7/29/2025 | Stratos Wealth Partners LTD. | 2,972 | $431K | 0.0% | -10.3% | 0.044% | |
7/29/2025 | Kraft Davis & Associates LLC | 5,933 | $893K | 0.2% | -9.0% | 0.088% | |
7/28/2025 | Harbour Investments Inc. | 28,684 | $4.16M | 0.1% | +1.0% | 0.425% | |
7/28/2025 | RFG Advisory LLC | 3,806 | $552K | 0.0% | +2.6% | 0.056% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 227 | $33K | 0.0% | +238.8% | 0.003% | |
7/25/2025 | Concurrent Investment Advisors LLC | 5,681 | $823K | 0.0% | +13.9% | 0.084% | |
7/24/2025 | Trust Co. of Toledo NA OH | 200 | $29K | 0.0% | N/A | 0.003% | |
7/24/2025 | Blair William & Co. IL | 440 | $64K | 0.0% | -72.1% | 0.007% | |
7/23/2025 | Morey & Quinn Wealth Partners LLC | 4,159 | $603K | 0.5% | -10.7% | 0.062% | |
7/23/2025 | Tcfg Wealth Management LLC | 3,472 | $503K | 0.2% | -2.4% | 0.052% | |
7/22/2025 | Appleton Partners Inc. MA | 1,716 | $249K | 0.0% | N/A | 0.026% | |
7/22/2025 | Accel Wealth Management | 1,698 | $246K | 0.1% | N/A | 0.025% | |
7/21/2025 | NTV Asset Management LLC | 23,961 | $3.47M | 0.4% | +297.4% | 0.358% | |
7/21/2025 | Ameritas Advisory Services LLC | 6,747 | $978K | 0.1% | N/A | 0.101% | |
7/18/2025 | Pure Financial Advisors LLC | 2,580 | $374K | 0.0% | +2.8% | 0.039% | |
7/18/2025 | Truist Financial Corp | 31,752 | $4.60M | 0.0% | -46.6% | 0.474% | |
7/17/2025 | Janney Montgomery Scott LLC | 48,132 | $6.98M | 0.0% | +2.3% | 0.718% | |
7/15/2025 | Cassia Capital Partners LLC | 64,269 | $9.31M | 5.6% | -3.1% | 0.959% | |
7/15/2025 | tru Independence LLC | 1,424 | $206K | 0.1% | N/A | 0.021% | |
7/11/2025 | Kapstone Financial Advisors LLC | 1,616 | $234K | 0.1% | N/A | 0.024% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 26,087 | $3.75M | 0.0% | -1.6% | 0.392% | |
7/9/2025 | Triumph Capital Management | 2,089 | $303K | 0.1% | N/A | 0.031% | |
7/9/2025 | Clarus Wealth Advisors | 1,474 | $211K | 0.1% | N/A | 0.022% | |
5/20/2025 | Integrity Alliance LLC. | 10,520 | $1.18M | 0.0% | N/A | 0.161% | |
5/19/2025 | Jane Street Group LLC | 14,194 | $1.59M | 0.0% | -22.3% | 0.218% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 11,788 | $1.32M | 0.0% | +1.2% | 0.181% | |
5/16/2025 | Goldman Sachs Group Inc. | 20,386 | $2.28M | 0.0% | -29.0% | 0.309% | |
5/16/2025 | NewEdge Advisors LLC | 8,745 | $977K | 0.0% | +1.3% | 0.135% | |
5/15/2025 | Royal Bank of Canada | 51,337 | $5.74M | 0.0% | +0.6% | 0.790% | |
5/15/2025 | Calton & Associates Inc. | 14,653 | $1.64M | 0.4% | +7.6% | 0.225% | |
5/15/2025 | Spectrum Wealth Advisory Group LLC | 11,742 | $1.31M | 0.6% | -2.2% | 0.181% | |
5/15/2025 | Baird Financial Group Inc. | 9,833 | $1.10M | 0.0% | N/A | 0.151% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 766 | $86K | 0.0% | -18.3% | 0.012% | |
5/14/2025 | Kestra Advisory Services LLC | 18,730 | $2.09M | 0.0% | -24.7% | 0.288% | |
5/14/2025 | CW Advisors LLC | 98,642 | $11.02M | 0.1% | +24.6% | 1.518% | |
5/13/2025 | Raymond James Financial Inc. | 121,719 | $13.60M | 0.0% | +2.5% | 1.873% | |
5/13/2025 | HighTower Advisors LLC | 28,272 | $3.16M | 0.0% | -12.4% | 0.435% | |
5/13/2025 | Core Wealth Partners LLC | 4,140 | $463K | 0.3% | N/A | 0.064% | |
5/12/2025 | Benjamin Edwards Inc. | 4,516 | $505K | 0.0% | -15.4% | 0.069% | |
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5/9/2025 | Chicago Partners Investment Group LLC | 19,444 | $2.40M | 0.1% | +0.8% | 0.299% | |
5/9/2025 | Costello Asset Management INC | 543 | $61K | 0.0% | N/A | 0.008% | |
5/9/2025 | Blair William & Co. IL | 1,578 | $176K | 0.0% | +258.6% | 0.024% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,237 | $138K | 0.0% | -28.7% | 0.019% | |
5/8/2025 | Harbour Investments Inc. | 28,394 | $3.17M | 0.1% | -2.7% | 0.437% | |
5/8/2025 | Private Advisory Group LLC | 6,156 | $688K | 0.1% | N/A | 0.095% | |
5/7/2025 | Brio Consultants LLC | 5,507 | $615K | 0.2% | N/A | 0.085% | |
5/7/2025 | LPL Financial LLC | 390,106 | $43.59M | 0.0% | +40.6% | 6.002% | |
5/6/2025 | Assetmark Inc. | 479 | $54K | 0.0% | +21.0% | 0.007% | |
5/6/2025 | Cetera Investment Advisers | 98,619 | $11.02M | 0.0% | -2.7% | 1.517% | |