5/21/2025 | McAdam LLC | 5,148 | $368K | 0.0% | -27.9% | 0.015% | |
5/21/2025 | Geneos Wealth Management Inc. | 6,526 | $466K | 0.0% | +10.5% | 0.019% | |
5/20/2025 | Fortis Capital Advisors LLC | 3,452 | $247K | 0.1% | N/A | 0.010% | |
5/20/2025 | Belpointe Asset Management LLC | 14,259 | $1.02M | 0.1% | +34.4% | 0.042% | |
5/20/2025 | Integrity Alliance LLC. | 19,269 | $1.38M | 0.1% | N/A | 0.056% | |
5/19/2025 | Jane Street Group LLC | 17,829 | $1.27M | 0.0% | +40.3% | 0.052% | |
5/16/2025 | Faithward Advisors LLC | 6,297 | $450K | 0.1% | +16.0% | 0.018% | |
5/16/2025 | Coppell Advisory Solutions LLC | 2,989 | $214K | 0.0% | +51.0% | 0.009% | |
5/16/2025 | Arete Wealth Advisors LLC | 26,045 | $1.86M | 0.1% | +1.2% | 0.076% | |
5/16/2025 | Everstar Asset Management LLC | 6,650 | $475K | 0.1% | -16.5% | 0.019% | |
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5/16/2025 | Cape Investment Advisory Inc. | 11,708 | $836K | 0.3% | -4.3% | 0.034% | |
5/16/2025 | NewEdge Advisors LLC | 34,574 | $2.47M | 0.0% | -15.4% | 0.101% | |
5/15/2025 | Royal Bank of Canada | 468,698 | $33.48M | 0.0% | +6.7% | 1.370% | |
5/15/2025 | MAI Capital Management | 4,593 | $328K | 0.0% | -10.7% | 0.013% | |
5/15/2025 | Baird Financial Group Inc. | 15,624 | $1.12M | 0.0% | -73.1% | 0.046% | |
5/14/2025 | Comerica Bank | 23,166 | $1.66M | 0.0% | -3.2% | 0.068% | |
5/14/2025 | Smartleaf Asset Management LLC | 2,335 | $166K | 0.0% | +19.9% | 0.007% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 726,769 | $51.91M | 0.0% | +13.9% | 2.125% | |
5/14/2025 | Kestra Advisory Services LLC | 22,086 | $1.58M | 0.0% | -10.3% | 0.065% | |
5/14/2025 | Compound Planning Inc. | 14,919 | $1.07M | 0.0% | +8.2% | 0.044% | |
5/14/2025 | Ameriprise Financial Inc. | 1,828,545 | $130.65M | 0.0% | +31.2% | 5.347% | |
5/14/2025 | Capital Analysts LLC | 11,672 | $834K | 0.0% | -1.6% | 0.034% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 88,804 | $6.34M | 0.1% | +1.1% | 0.260% | |
5/13/2025 | Raymond James Financial Inc. | 942,937 | $67.35M | 0.0% | +4.3% | 2.757% | |
5/13/2025 | DDFG Inc | 35,268 | $2.52M | 0.7% | +154.9% | 0.103% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 108,937 | $7.78M | 0.6% | +8.1% | 0.319% | |
5/13/2025 | HRC Wealth Management LLC | 11,706 | $836K | 0.5% | -14.6% | 0.034% | |
5/13/2025 | HighTower Advisors LLC | 30,545 | $2.18M | 0.0% | -1.6% | 0.089% | |
5/13/2025 | Elevation Capital Advisory LLC | 122,260 | $8.73M | 3.8% | N/A | 0.357% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,841 | $204K | 0.0% | -5.6% | 0.008% | |
5/12/2025 | Truepoint Inc. | 21,151 | $1.51M | 0.0% | N/A | 0.061% | |
5/12/2025 | Beam Wealth Advisors Inc. | 25,535 | $1.82M | 0.6% | +9.8% | 0.074% | |
5/9/2025 | Atria Wealth Solutions Inc. | 14,178 | $1.01M | 0.0% | +3.2% | 0.041% | |
5/9/2025 | Horizon Family Wealth Inc. | 3,838 | $274K | 0.2% | -21.7% | 0.011% | |
5/9/2025 | Commonwealth Equity Services LLC | 612,373 | $43.74M | 0.1% | +0.4% | 1.778% | |
5/9/2025 | Blair William & Co. IL | 30,216 | $2.16M | 0.0% | +2.2% | 0.088% | |
5/9/2025 | PNC Financial Services Group Inc. | 19,942 | $1.42M | 0.0% | +1.7% | 0.058% | |
5/8/2025 | IFG Advisory LLC | 4,826 | $345K | 0.0% | -35.2% | 0.014% | |
5/8/2025 | Certified Advisory Corp | 67,132 | $4.80M | 0.5% | -0.7% | 0.195% | |
5/8/2025 | MGO One Seven LLC | 112,865 | $8.06M | 0.3% | +3.7% | 0.328% | |
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5/8/2025 | Private Advisory Group LLC | 12,729 | $909K | 0.1% | -12.7% | 0.037% | |
5/8/2025 | Tandem Financial LLC | 66,428 | $4.75M | 5.1% | +1.3% | 0.193% | |
5/7/2025 | PTM Wealth Management LLC | 106,229 | $7.59M | 7.3% | N/A | 0.308% | |
5/7/2025 | Foundations Investment Advisors LLC | 5,153 | $368K | 0.0% | -86.4% | 0.015% | |
5/7/2025 | Nemes Rush Group LLC | 364 | $26K | 0.0% | N/A | 0.001% | |
5/7/2025 | LPL Financial LLC | 2,011,284 | $143.67M | 0.1% | +69.1% | 5.838% | |
5/7/2025 | Keyvantage Wealth LLC | 10,578 | $756K | 0.4% | -55.4% | 0.031% | |
5/7/2025 | Bedel Financial Consulting Inc. | 151,151 | $11.03M | 1.6% | +63.9% | 0.439% | |
5/7/2025 | Cosner Financial Group LLC | 275,817 | $19.70M | 12.0% | +8.8% | 0.801% | |
5/7/2025 | Integrated Investment Consultants LLC | 123,849 | $8.64M | 1.2% | +8.9% | 0.362% | |
5/7/2025 | Caliber Wealth Management LLC KS | 39,789 | $2.84M | 0.4% | N/A | 0.115% | |
5/6/2025 | Assetmark Inc. | 4,840 | $346K | 0.0% | +4.7% | 0.014% | |
5/6/2025 | Cetera Investment Advisers | 284,479 | $20.32M | 0.0% | +10.9% | 0.826% | |
5/6/2025 | Avantax Advisory Services Inc. | 546,122 | $39.01M | 0.2% | +1.1% | 1.585% | |
5/6/2025 | Carnegie Investment Counsel | 15,211 | $1.09M | 0.0% | +5.1% | 0.044% | |
5/6/2025 | Pinnacle Associates Ltd. | 6,897 | $493K | 0.0% | +43.7% | 0.020% | |
5/6/2025 | AE Wealth Management LLC | 19,694 | $1.41M | 0.0% | +1,499.8% | 0.057% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 5,539 | $396K | 0.2% | N/A | 0.016% | |
5/6/2025 | PFG Advisors | 41,391 | $2.96M | 0.2% | -13.8% | 0.120% | |
5/6/2025 | Ignite Planners LLC | 27,924 | $2.02M | 0.4% | -23.4% | 0.081% | |
5/5/2025 | Horizon Investment Services LLC | 21,223 | $1.52M | 0.7% | -4.1% | 0.062% | |
5/5/2025 | PCA Investment Advisory Services Inc. | 17,783 | $1.27M | 0.7% | -10.6% | 0.052% | |
5/5/2025 | Aire Advisors LLC | 27,988 | $2.00M | 0.4% | -1.9% | 0.081% | |
5/5/2025 | IFP Advisors Inc | 16,690 | $1.19M | 0.0% | -12.2% | 0.048% | |
5/5/2025 | Dahring Cusmano LLC | 2,987 | $213K | 0.2% | -11.4% | 0.009% | |
5/5/2025 | Kestra Private Wealth Services LLC | 12,176 | $870K | 0.0% | +14.6% | 0.035% | |
5/5/2025 | Private Advisor Group LLC | 122,427 | $8.75M | 0.1% | -42.1% | 0.355% | |
5/5/2025 | Diversify Advisory Services LLC | 17,345 | $1.25M | 0.1% | +12.1% | 0.050% | |
5/2/2025 | Independent Wealth Network Inc. | 3,633 | $259K | 0.1% | +30.6% | 0.011% | |
5/2/2025 | Forte Capital LLC ADV | 63,830 | $4.56M | 0.5% | -2.8% | 0.185% | |
5/2/2025 | Kingsview Wealth Management LLC | 30,264 | $2.16M | 0.0% | +4.9% | 0.088% | |
5/2/2025 | Montis Financial LLC | 3,329 | $238K | 0.1% | -32.0% | 0.010% | |
5/2/2025 | Bogart Wealth LLC | 3,160 | $226K | 0.0% | +8.4% | 0.009% | |
5/2/2025 | Sigma Planning Corp | 128,755 | $9.20M | 0.3% | -2.3% | 0.374% | |
5/1/2025 | CWM LLC | 207,237 | $14.80M | 0.1% | +57.3% | 0.602% | |
5/1/2025 | Stephens Inc. AR | 2,952 | $211K | 0.0% | N/A | 0.009% | |
5/1/2025 | Diversify Wealth Management LLC | 38,573 | $2.77M | 0.2% | +64.8% | 0.112% | |
4/30/2025 | Hunter Associates Investment Management LLC | 24,773 | $1.77M | 0.3% | -4.7% | 0.072% | |
4/30/2025 | Axxcess Wealth Management LLC | 17,468 | $1.25M | 0.0% | +3.5% | 0.051% | |
4/30/2025 | Cornerstone Planning Group LLC | 329,167 | $22.86M | 5.5% | +5.8% | 0.955% | |
4/30/2025 | Principal Securities Inc. | 29,623 | $2.24M | 0.1% | +4.1% | 0.086% | |
4/30/2025 | Silverlake Wealth Management LLC | 4,169 | $298K | 0.1% | +44.0% | 0.012% | |
4/30/2025 | Black Diamond Financial LLC | 36,166 | $2.58M | 0.4% | +8.5% | 0.105% | |
4/29/2025 | Wood Tarver Financial Group LLC | 88,343 | $6.31M | 2.1% | +11.4% | 0.256% | |
4/29/2025 | TD Private Client Wealth LLC | 2,699 | $193K | 0.0% | -74.4% | 0.008% | |
4/29/2025 | Envestnet Asset Management Inc. | 160,911 | $11.49M | 0.0% | -22.5% | 0.467% | |
4/29/2025 | OneDigital Investment Advisors LLC | 13,654 | $975K | 0.0% | +335.8% | 0.040% | |
4/29/2025 | Silver Oak Securities Incorporated | 13,088 | $933K | 0.1% | +18.3% | 0.038% | |
4/29/2025 | Courage Miller Partners LLC | 26,084 | $1.86M | 0.6% | -2.2% | 0.076% | |
4/28/2025 | Castle Wealth Management LLC | 60,779 | $4.34M | 1.7% | +2.1% | 0.176% | |
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4/28/2025 | Mutual Advisors LLC | 8,323 | $593K | 0.0% | -7.2% | 0.024% | |
4/28/2025 | Chaney Capital Management Inc. | 46,526 | $3.32M | 1.5% | +7.6% | 0.135% | |
4/28/2025 | Silver Oak Wealth Advisors Services LLC | 102,406 | $7.32M | 6.5% | +0.8% | 0.297% | |
4/28/2025 | First Horizon Advisors Inc. | 8,963 | $640K | 0.0% | -26.8% | 0.026% | |
4/28/2025 | Revisor Wealth Management LLC | 4,153 | $297K | 0.1% | +24.3% | 0.012% | |
4/28/2025 | Private Trust Co. NA | 4,003 | $286K | 0.0% | +85.0% | 0.012% | |
4/28/2025 | First Bank & Trust | 7,749 | $554K | 0.1% | +85.0% | 0.022% | |
4/28/2025 | DAVENPORT & Co LLC | 39,474 | $2.82M | 0.0% | N/A | 0.115% | |
4/28/2025 | Rovin Capital UT ADV | 42,336 | $3.02M | 1.0% | +1.4% | 0.123% | |
4/25/2025 | G&S Capital LLC | 9,488 | $678K | 0.3% | +4.0% | 0.028% | |