8/7/2025 | Nwam LLC | 3,492 | $483K | 0.0% | -26.9% | 0.033% | |
8/7/2025 | Vise Technologies Inc. | 1,786 | $247K | 0.0% | N/A | 0.017% | |
8/7/2025 | Allworth Financial LP | 409 | $57K | 0.0% | +176.4% | 0.004% | |
8/7/2025 | PFG Advisors | 2,807 | $388K | 0.0% | +16.7% | 0.027% | |
8/7/2025 | Winthrop Capital Management LLC | 4,090 | $565K | 0.1% | N/A | 0.039% | |
8/6/2025 | Prospera Financial Services Inc | 3,078 | $425K | 0.0% | N/A | 0.030% | |
8/6/2025 | RWA Wealth Partners LLC | 7,000 | $967K | 0.0% | -5.6% | 0.067% | |
8/6/2025 | Summit Wealth & Retirement Planning Inc. | 151,650 | $20.95M | 5.6% | +1.9% | 1.455% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 18,229 | $2.52M | 0.5% | +1.5% | 0.175% | |
8/5/2025 | MMA Asset Management LLC | 2,039 | $282K | 0.1% | N/A | 0.020% | |
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8/5/2025 | SS&H Financial Advisors Inc. | 2,000 | $276K | 0.1% | N/A | 0.019% | |
8/4/2025 | Integrity Alliance LLC. | 2,118 | $293K | 0.0% | -43.0% | 0.020% | |
8/4/2025 | IFG Advisory LLC | 78,509 | $10.85M | 0.5% | -9.3% | 0.753% | |
8/4/2025 | Flagship Harbor Advisors LLC | 1,935 | $267K | 0.0% | -7.5% | 0.019% | |
8/1/2025 | Envestnet Asset Management Inc. | 54,014 | $7.46M | 0.0% | -18.5% | 0.518% | |
7/31/2025 | Wealthfront Advisers LLC | 138,061 | $19.07M | 0.0% | +77.4% | 1.324% | |
7/31/2025 | Stegent Equity Advisors Inc. | 32,216 | $4.45M | 3.9% | -5.8% | 0.309% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 1,927 | $266K | 0.0% | +6.2% | 0.018% | |
7/31/2025 | Ground Swell Capital LLC | 1,712 | $237K | 0.4% | N/A | 0.016% | |
7/30/2025 | Schaper Benz & Wise Investment Counsel Inc. WI | 1,930 | $267K | 0.0% | N/A | 0.019% | |
7/30/2025 | Brookstone Capital Management | 2,764 | $382K | 0.0% | -7.2% | 0.027% | |
7/30/2025 | Cullen Frost Bankers Inc. | 214,960 | $29.70M | 0.4% | -6.7% | 2.062% | |
7/30/2025 | Towneley Capital Management Inc DE | 51,141 | $7.07M | 1.6% | -14.0% | 0.491% | |
7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 1,540 | $213K | 0.0% | -5.8% | 0.015% | |
7/29/2025 | Stratos Wealth Partners LTD. | 2,705 | $374K | 0.0% | +13.6% | 0.026% | |
7/28/2025 | WJ Wealth Management LLC | 50,288 | $6.95M | 2.2% | N/A | 0.482% | |
7/28/2025 | Mutual Advisors LLC | 1,466 | $208K | 0.0% | -45.3% | 0.014% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 6,132 | $847K | 0.0% | +9.2% | 0.059% | |
7/25/2025 | Endowment Wealth Management Inc. | 2,364 | $327K | 0.2% | -5.4% | 0.023% | |
7/25/2025 | Sequoia Financial Advisors LLC | 172,490 | $23.83M | 0.2% | -9.3% | 1.655% | |
7/25/2025 | Hobbs Group Advisors LLC | 5,211 | $720K | 0.2% | +6.4% | 0.050% | |
7/24/2025 | Blue Trust Inc. | 7,385 | $1.02M | 0.0% | -9.2% | 0.071% | |
7/24/2025 | Castellan Group | 41,837 | $5.78M | 1.1% | -12.4% | 0.401% | |
7/24/2025 | IFP Advisors Inc | 246 | $34K | 0.0% | +100.0% | 0.002% | |
7/24/2025 | Blair William & Co. IL | 1,784 | $246K | 0.0% | N/A | 0.017% | |
7/23/2025 | Peak Financial Management Inc. | 74,931 | $10.35M | 2.9% | -3.5% | 0.718% | |
7/23/2025 | Valmark Advisers Inc. | 14,066 | $1.94M | 0.0% | +64.2% | 0.135% | |
7/23/2025 | Solitude Financial Services | 61,936 | $8.56M | 3.1% | -8.8% | 0.594% | |
7/22/2025 | Belpointe Asset Management LLC | 4,033 | $557K | 0.0% | -85.2% | 0.039% | |
7/22/2025 | Global Assets Advisory LLC | 2,082 | $289K | 0.1% | -65.8% | 0.020% | |
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7/22/2025 | Carolina Wealth Advisors LLC | 6,119 | $845K | 0.4% | -3.5% | 0.059% | |
7/21/2025 | Ameritas Advisory Services LLC | 211 | $29K | 0.0% | N/A | 0.002% | |
7/21/2025 | Matauro LLC | 2,698 | $373K | 0.1% | -2.6% | 0.026% | |
7/17/2025 | Sound Income Strategies LLC | 780 | $108K | 0.0% | N/A | 0.007% | |
7/14/2025 | AdvisorNet Financial Inc | 1,619 | $224K | 0.0% | -71.7% | 0.016% | |
7/14/2025 | Sound Stewardship LLC | 69,351 | $9.58M | 4.9% | -9.1% | 0.665% | |
7/14/2025 | Sowell Financial Services LLC | 1,528 | $211K | 0.0% | N/A | 0.015% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 193,244 | $27.04M | 0.0% | +0.9% | 1.854% | |
7/10/2025 | Focus Financial Network Inc. | 7,989 | $1.10M | 0.0% | -52.1% | 0.077% | |
7/9/2025 | Pines Wealth Management LLC | 48,719 | $6.82M | 2.4% | -16.9% | 0.467% | |
7/8/2025 | Advance Capital Management Inc. | 78,280 | $10.81M | 0.5% | -8.5% | 0.751% | |
7/7/2025 | Insight Wealth Strategies LLC | 2,556 | $355K | 0.0% | -95.5% | 0.025% | |
7/7/2025 | Centurion Wealth Management LLC | 29,225 | $4.04M | 1.2% | N/A | 0.280% | |
5/21/2025 | Geneos Wealth Management Inc. | 695 | $90K | 0.0% | -50.9% | 0.007% | |
5/20/2025 | Belpointe Asset Management LLC | 27,285 | $3.53M | 0.2% | +19.0% | 0.264% | |
5/20/2025 | Focus Partners Wealth | 146,566 | $18.98M | 0.0% | +43.7% | 1.419% | |
5/20/2025 | Integrity Alliance LLC. | 3,713 | $481K | 0.0% | +28.1% | 0.036% | |
5/19/2025 | Jane Street Group LLC | 12,435 | $1.61M | 0.0% | -15.8% | 0.120% | |
5/16/2025 | Jones Financial Companies Lllp | 81,071 | $10.50M | 0.0% | +2,258.8% | 0.785% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 1,815 | $235K | 0.0% | N/A | 0.018% | |
5/15/2025 | Royal Bank of Canada | 24,723 | $3.20M | 0.0% | +3.2% | 0.239% | |
5/15/2025 | Baird Financial Group Inc. | 2,941 | $381K | 0.0% | +7.4% | 0.028% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 316,502 | $40.98M | 0.0% | +33.8% | 3.064% | |
5/14/2025 | Hobbs Group Advisors LLC | 4,896 | $634K | 0.2% | +2.7% | 0.047% | |
5/14/2025 | CW Advisors LLC | 2,922 | $379K | 0.0% | -15.4% | 0.028% | |
5/13/2025 | Global View Capital Management LLC | 8,215 | $1.06M | 0.4% | N/A | 0.080% | |
5/13/2025 | Raymond James Financial Inc. | 33,385 | $4.32M | 0.0% | -2.3% | 0.323% | |
5/13/2025 | HighTower Advisors LLC | 76,478 | $9.90M | 0.0% | +273.7% | 0.740% | |
5/12/2025 | Townsquare Capital LLC | 22,402 | $2.90M | 0.0% | N/A | 0.217% | |
5/9/2025 | Altfest L J & Co. Inc. | 4,640 | $601K | 0.1% | -6.1% | 0.045% | |
5/9/2025 | Endowment Wealth Management Inc. | 2,498 | $323K | 0.2% | -7.0% | 0.024% | |
5/9/2025 | Comprehensive Financial Planning Inc. PA | 1,631 | $211K | 0.2% | N/A | 0.016% | |
5/9/2025 | Costello Asset Management INC | 200 | $26K | 0.0% | N/A | 0.002% | |
5/9/2025 | Solitude Financial Services | 67,897 | $8.79M | 3.4% | +1.4% | 0.657% | |
5/9/2025 | Powell Investment Advisors LLC | 5,639 | $730K | 0.4% | +16.8% | 0.055% | |
5/8/2025 | IFG Advisory LLC | 86,552 | $11.21M | 0.6% | +2.0% | 0.838% | |
5/8/2025 | Castellan Group | 47,737 | $6.18M | 1.7% | -3.0% | 0.462% | |
5/8/2025 | US Bancorp DE | 200 | $26K | 0.0% | N/A | 0.002% | |
5/7/2025 | Meeder Advisory Services Inc. | 3,600 | $466K | 0.0% | N/A | 0.035% | |
5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 1,635 | $212K | 0.0% | N/A | 0.016% | |
5/7/2025 | LPL Financial LLC | 226,160 | $29.28M | 0.0% | +14.2% | 2.189% | |
5/7/2025 | Brown Wealth Management LLC | 22,009 | $2.85M | 1.0% | N/A | 0.213% | |
5/6/2025 | Cetera Investment Advisers | 27,846 | $3.61M | 0.0% | +104.2% | 0.270% | |
5/6/2025 | Avantax Advisory Services Inc. | 6,516 | $844K | 0.0% | +81.0% | 0.063% | |
5/6/2025 | Summit Wealth Partners LLC | 1,648 | $213K | 0.0% | N/A | 0.016% | |
5/5/2025 | Summit Wealth & Retirement Planning Inc. | 148,754 | $19.26M | 5.9% | +1.7% | 1.440% | |
5/5/2025 | Kestra Private Wealth Services LLC | 28,033 | $3.63M | 0.1% | -1.3% | 0.271% | |
5/5/2025 | Private Advisor Group LLC | 3,689 | $478K | 0.0% | -6.9% | 0.036% | |
5/5/2025 | Nwam LLC | 4,777 | $618K | 0.1% | -5.0% | 0.046% | |
5/5/2025 | FLC Capital Advisors | 13,169 | $1.71M | 0.4% | -12.6% | 0.127% | |
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5/5/2025 | Jackson Creek Investment Advisors LLC | 3,703 | $479K | 0.2% | -16.1% | 0.036% | |
5/2/2025 | Cullen Frost Bankers Inc. | 230,342 | $29.82M | 0.4% | -17.8% | 2.230% | |
5/2/2025 | Larson Financial Group LLC | 116,519 | $15.09M | 0.7% | +0.9% | 1.128% | |
5/2/2025 | Wealthfront Advisers LLC | 77,823 | $10.08M | 0.0% | +10.1% | 0.753% | |
5/1/2025 | Cutter & CO Brokerage Inc. | 2,765 | $358K | 0.1% | -17.8% | 0.027% | |
5/1/2025 | Stegent Equity Advisors Inc. | 34,182 | $4.43M | 4.5% | +10.7% | 0.331% | |
4/30/2025 | Cerity Partners LLC | 9,068 | $1.17M | 0.0% | -2.3% | 0.088% | |
4/30/2025 | Axxcess Wealth Management LLC | 28,992 | $3.75M | 0.1% | +2.0% | 0.281% | |
4/29/2025 | Envestnet Asset Management Inc. | 66,239 | $8.58M | 0.0% | -3.0% | 0.641% | |
4/29/2025 | Paul R. Ried Financial Group LLC | 110,717 | $14.34M | 10.0% | -4.1% | 1.072% | |