8/8/2025 | MTM Investment Management LLC | 1,049 | $89K | 0.0% | N/A | 0.000% | |
8/8/2025 | Firestone Capital Management | 7,468 | $634K | 0.1% | -6.0% | 0.003% | |
8/8/2025 | Kingsview Wealth Management LLC | 7,543 | $640K | 0.0% | +19.2% | 0.003% | |
8/8/2025 | Creative Planning | 96,247 | $8.17M | 0.0% | +8.9% | 0.041% | |
8/8/2025 | Meridian Wealth Management LLC | 22,370 | $1.90M | 0.1% | -2.2% | 0.010% | |
8/8/2025 | Foundations Investment Advisors LLC | 125,142 | $10.62M | 0.2% | -13.4% | 0.054% | |
8/8/2025 | Good Life Advisors LLC | 2,411 | $205K | 0.0% | -36.1% | 0.001% | |
8/8/2025 | EagleClaw Capital Managment LLC | 388,961 | $33.00M | 4.9% | -2.5% | 0.167% | |
8/8/2025 | PNC Financial Services Group Inc. | 49,489 | $4.20M | 0.0% | +7.9% | 0.021% | |
8/8/2025 | Advyzon Investment Management LLC | 12,864 | $1.09M | 0.2% | N/A | 0.006% | |
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8/7/2025 | Fagan Associates Inc. | 46,103 | $3.91M | 0.6% | +4.2% | 0.020% | |
8/7/2025 | CENTRAL TRUST Co | 4,010 | $340K | 0.0% | -23.7% | 0.002% | |
8/7/2025 | Montag A & Associates Inc. | 13,481 | $1.14M | 0.1% | -10.0% | 0.006% | |
8/7/2025 | Allworth Financial LP | 4,611 | $391K | 0.0% | -10.9% | 0.002% | |
8/7/2025 | Ascension Capital Advisors Inc. | 69,908 | $5.93M | 2.5% | -2.2% | 0.030% | |
8/7/2025 | Summit Asset Management LLC | 2,725 | $231K | 0.0% | N/A | 0.001% | |
8/7/2025 | Midwest Trust Co | 14,754 | $1.25M | 0.0% | N/A | 0.006% | |
8/7/2025 | Rathbones Group PLC | 8,330 | $707K | 0.0% | -46.7% | 0.004% | |
8/7/2025 | WESCAP Management Group Inc. | 72,972 | $6.19M | 1.4% | N/A | 0.031% | |
8/6/2025 | Prospera Financial Services Inc | 17,290 | $1.47M | 0.0% | +96.2% | 0.007% | |
8/6/2025 | AE Wealth Management LLC | 16,048 | $1.36M | 0.0% | +3.9% | 0.007% | |
8/6/2025 | Legacy Wealth Managment LLC ID | 2,129 | $181K | 0.1% | +17.4% | 0.001% | |
8/6/2025 | Quadrant Private Wealth Management LLC | 12,460 | $1.06M | 0.2% | -4.1% | 0.005% | |
8/6/2025 | Wedbush Securities Inc. | 19,744 | $1.68M | 0.1% | -9.4% | 0.008% | |
8/6/2025 | Nvwm LLC | 12,936 | $1.10M | 0.3% | +5,573.7% | 0.006% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 2,588 | $220K | 0.0% | N/A | 0.001% | |
8/6/2025 | Princeton Capital Management LLC | 6,677 | $566K | 0.2% | +20.5% | 0.003% | |
8/6/2025 | Pekin Hardy Strauss Inc. | 53,708 | $4.56M | 0.5% | -1.4% | 0.023% | |
8/6/2025 | Mcrae Capital Management Inc. | 30,940 | $2.63M | 0.5% | -30.6% | 0.013% | |
8/6/2025 | Modera Wealth Management LLC | 2,502 | $212K | 0.0% | N/A | 0.001% | |
8/6/2025 | Soltis Investment Advisors LLC | 20,088 | $1.70M | 0.1% | +0.6% | 0.009% | |
8/6/2025 | SouthState Corp | 6,341 | $538K | 0.0% | -1.8% | 0.003% | |
8/6/2025 | Able Wealth Management LLC | 3,774 | $320K | 0.2% | -50.0% | 0.002% | |
8/6/2025 | Atlantic Union Bankshares Corp | 496 | $42K | 0.0% | N/A | 0.000% | |
8/6/2025 | Convergence Financial LLC | 51,639 | $4.38M | 0.8% | -7.0% | 0.022% | |
8/6/2025 | First Horizon Advisors Inc. | 575 | $49K | 0.0% | +36.9% | 0.000% | |
8/6/2025 | Moors & Cabot Inc. | 322,061 | $27.32M | 1.3% | -1.8% | 0.138% | |
8/5/2025 | Crestwood Advisors Group LLC | 2,950 | $250K | 0.0% | N/A | 0.001% | |
8/5/2025 | FWG Holdings LLC | 13,785 | $1.24M | 0.6% | -4.0% | 0.006% | |
8/5/2025 | Claro Advisors LLC | 92,107 | $7.81M | 1.3% | -12.0% | 0.040% | |
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8/5/2025 | Atlas Wealth Partners LLC | 147,923 | $12.55M | 14.5% | -3.2% | 0.063% | |
8/5/2025 | Magnolia Capital Advisors LLC | 8,284 | $703K | 0.2% | -1.5% | 0.004% | |
8/5/2025 | Bank of Montreal Can | 10,649 | $903K | 0.0% | -2.1% | 0.005% | |
8/5/2025 | Intellectus Partners LLC | 76,371 | $6.48M | 1.4% | -0.7% | 0.033% | |
8/5/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 2,495 | $212K | 0.0% | N/A | 0.001% | |
8/5/2025 | Meixler Investment Management Ltd. | 6,199 | $526K | 0.4% | -1.8% | 0.003% | |
8/4/2025 | AlphaStar Capital Management LLC | 5,747 | $488K | 0.0% | N/A | 0.002% | |
8/4/2025 | Haven Private LLC | 75,396 | $6.40M | 2.8% | -0.7% | 0.032% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,425 | $206K | 0.0% | N/A | 0.001% | |
8/4/2025 | Pinnacle Associates Ltd. | 14,424 | $1.22M | 0.0% | -1.6% | 0.006% | |
8/4/2025 | Amplius Wealth Advisors LLC | 2,536 | $215K | 0.0% | N/A | 0.001% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 8,715 | $739K | 0.0% | -4.0% | 0.004% | |
8/4/2025 | Heritage Investors Management Corp | 2,400 | $204K | 0.0% | N/A | 0.001% | |
8/4/2025 | HBK Sorce Advisory LLC | 11,261 | $955K | 0.0% | -1.5% | 0.005% | |
8/4/2025 | Spire Wealth Management | 23,241 | $1.97M | 0.1% | -9.3% | 0.010% | |
8/4/2025 | Horizon Wealth Management LLC | 2,921 | $248K | 0.0% | N/A | 0.001% | |
8/4/2025 | Arkadios Wealth Advisors | 5,002 | $424K | 0.0% | -4.4% | 0.002% | |
8/4/2025 | World Investment Advisors | 4,559 | $387K | 0.0% | N/A | 0.002% | |
8/1/2025 | Milestone Asset Management Group LLC | 18,535 | $1.57M | 1.2% | -5.0% | 0.008% | |
8/1/2025 | Purkiss Capital Advisors LLC | 2,958 | $251K | 0.1% | N/A | 0.001% | |
8/1/2025 | Alexander Labrunerie & CO. Inc. | 2,510 | $213K | 0.1% | N/A | 0.001% | |
8/1/2025 | Transcend Capital Advisors LLC | 11,002 | $933K | 0.1% | -9.6% | 0.005% | |
8/1/2025 | Bessemer Group Inc. | 4,197 | $356K | 0.0% | N/A | 0.002% | |
8/1/2025 | Brookwood Investment Group LLC | 9,200 | $780K | 0.1% | -8.5% | 0.004% | |
8/1/2025 | Pasadena Private Wealth LLC | 125,161 | $10.62M | 1.8% | -5.6% | 0.054% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 2,859 | $243K | 0.0% | -14.7% | 0.001% | |
8/1/2025 | Envestnet Asset Management Inc. | 92,664 | $7.86M | 0.0% | -6.9% | 0.040% | |
7/31/2025 | Wealthfront Advisers LLC | 396,907 | $33.67M | 0.1% | -6.1% | 0.170% | |
7/31/2025 | Optimum Investment Advisors | 2,548 | $216K | 0.1% | +69.9% | 0.001% | |
7/31/2025 | Interchange Capital Partners LLC | 35,680 | $3.03M | 0.7% | -4.8% | 0.015% | |
7/31/2025 | Leavell Investment Management Inc. | 8,975 | $761K | 0.0% | +74.3% | 0.004% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 5,170 | $439K | 0.0% | -3.3% | 0.002% | |
7/31/2025 | Fielder Capital Group LLC | 125,287 | $10.63M | 2.8% | -0.1% | 0.054% | |
7/31/2025 | Richards Merrill & Peterson Inc. | 8,104 | $687K | 0.3% | +45.3% | 0.003% | |
7/31/2025 | Moloney Securities Asset Management LLC | 3,719 | $315K | 0.0% | -3.6% | 0.002% | |
7/31/2025 | 180 Wealth Advisors LLC | 7,862 | $667K | 0.1% | N/A | 0.003% | |
7/31/2025 | Carnegie Investment Counsel | 33,033 | $2.80M | 0.1% | +1.7% | 0.014% | |
7/30/2025 | Cornerstone Advisory LLC | 2,643 | $224K | 0.0% | N/A | 0.001% | |
7/30/2025 | Bleakley Financial Group LLC | 59,964 | $5.09M | 0.1% | -1.8% | 0.026% | |
7/30/2025 | Prosperity Financial Group Inc. | 43,873 | $3.72M | 1.6% | +0.9% | 0.019% | |
7/30/2025 | Paragon Financial Partners Inc. | 2,710 | $230K | 0.2% | N/A | 0.001% | |
7/30/2025 | Birch Hill Investment Advisors LLC | 109,150 | $9.26M | 0.4% | -1.6% | 0.047% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 3,729 | $316K | 0.0% | -21.1% | 0.002% | |
7/30/2025 | Sentry LLC | 3,657 | $310K | 0.1% | +3.6% | 0.002% | |
7/30/2025 | Brookstone Capital Management | 124,216 | $10.54M | 0.1% | -1.6% | 0.053% | |
7/30/2025 | Sanders Morris Harris LLC | 3,785 | $321K | 0.1% | -9.9% | 0.002% | |
7/30/2025 | Legacy Wealth Asset Management LLC | 64,467 | $5.47M | 1.4% | -4.8% | 0.028% | |
7/30/2025 | apricus wealth LLC | 2,500 | $212K | 0.1% | N/A | 0.001% | |
7/30/2025 | Journey Advisory Group LLC | 4,548 | $386K | 0.0% | -6.8% | 0.002% | |
7/30/2025 | Bogart Wealth LLC | 2,970 | $252K | 0.0% | +8.0% | 0.001% | |
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7/30/2025 | Schnieders Capital Management LLC | 3,949 | $335K | 0.1% | -7.8% | 0.002% | |
7/30/2025 | CMG Global Holdings LLC | 4,092 | $380K | 0.2% | -26.8% | 0.002% | |
7/29/2025 | LMG Wealth Partners LLC | 4,235 | $359K | 0.1% | -44.4% | 0.002% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 5,679 | $482K | 0.0% | -3.0% | 0.002% | |
7/29/2025 | Chicago Partners Investment Group LLC | 11,865 | $1.11M | 0.0% | +8.5% | 0.005% | |
7/29/2025 | International Assets Investment Management LLC | 5,220 | $443K | 0.0% | +3.4% | 0.002% | |
7/29/2025 | Joseph P. Lucia & Associates LLC | 22,348 | $1.90M | 0.8% | -3.5% | 0.010% | |
7/29/2025 | Stratos Wealth Partners LTD. | 21,269 | $1.80M | 0.0% | -15.0% | 0.009% | |
7/29/2025 | Angeles Wealth Management LLC | 18,648 | $1.58M | 0.1% | N/A | 0.008% | |
7/28/2025 | WealthPlan Investment Management LLC | 32,387 | $2.75M | 0.2% | -0.4% | 0.014% | |