10/17/2025 | Goldstone Financial Group LLC | 178,633 | $9.68M | 1.1% | +15.6% | 0.265% | |
10/17/2025 | 5T Wealth LLC | 7,100 | $385K | 0.2% | N/A | 0.011% | |
10/16/2025 | Blue Trust Inc. | 19,090 | $1.03M | 0.0% | -3.2% | 0.028% | |
10/16/2025 | Capital Advisors Wealth Management LLC | 9,168 | $497K | 0.1% | N/A | 0.014% | |
10/15/2025 | TrueWealth Advisors LLC | 12,656 | $685K | 0.2% | +12.6% | 0.019% | |
10/15/2025 | CWM LLC | 1,054,527 | $57.11M | 0.2% | +7.8% | 1.566% | |
10/15/2025 | Private Trust Co. NA | 11,772 | $638K | 0.1% | +10.0% | 0.018% | |
10/15/2025 | Defined Financial Planning LLC | 74,543 | $4.03M | 3.3% | +18.5% | 0.113% | |
10/14/2025 | Berger Financial Group Inc | 1,285,301 | $69.61M | 4.2% | +1.4% | 1.946% | |
10/14/2025 | Baldwin Wealth Partners LLC MA | 1,402,872 | $75.98M | 4.9% | +4.4% | 2.124% | |
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10/14/2025 | Fortitude Financial LLC | 5,778 | $313K | 0.2% | N/A | 0.009% | |
10/10/2025 | Fifth Third Securities Inc. | 4,053 | $220K | 0.0% | N/A | 0.006% | |
10/10/2025 | Foster Victor Wealth Advisors LLC | 49,151 | $2.66M | 0.2% | -1.6% | 0.076% | |
10/10/2025 | Focus Financial Network Inc. | 38,119 | $2.07M | 0.1% | +49.0% | 0.059% | |
10/9/2025 | CGN Advisors LLC | 275,735 | $14.93M | 1.2% | +8.1% | 0.426% | |
10/9/2025 | AdvisorNet Financial Inc | 2,367 | $128K | 0.0% | +141.3% | 0.004% | |
10/9/2025 | Centurion Wealth Management LLC | 180,056 | $9.75M | 2.2% | -1.7% | 0.278% | |
10/9/2025 | Richard P Slaughter Associates Inc | 13,766 | $746K | 0.2% | N/A | 0.022% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 5,612 | $304K | 0.0% | N/A | 0.009% | |
10/9/2025 | Fermata Advisors LLC | 4,319 | $234K | 0.1% | -90.0% | 0.007% | |
10/9/2025 | Peterson Wealth Advisors LLC | 281,646 | $15.23M | 2.3% | +59.9% | 0.444% | |
10/8/2025 | Guided Capital Wealth Management LLC | 133,545 | $7.23M | 6.2% | +4.2% | 0.210% | |
10/8/2025 | Ignite Planners LLC | 4,654 | $252K | 0.0% | +12.0% | 0.007% | |
10/8/2025 | KWB Wealth | 153,714 | $8.24M | 0.9% | +43.7% | 0.242% | |
10/7/2025 | Cooper Financial Group | 119,502 | $6.47M | 0.7% | +11.1% | 0.188% | |
9/4/2025 | Osaic Holdings Inc. | 177,922 | $9.54M | 0.0% | +24.3% | 0.382% | |
8/25/2025 | Silverlake Wealth Management LLC | 34,505 | $1.85M | 0.5% | +6.8% | 0.074% | |
8/20/2025 | Coppell Advisory Solutions LLC | 11,763 | $628K | 0.1% | N/A | 0.025% | |
8/18/2025 | Tyler Stone Wealth Management | 102,707 | $5.50M | 0.9% | +2.0% | 0.220% | |
8/18/2025 | Geneos Wealth Management Inc. | 2,120 | $114K | 0.0% | +107.4% | 0.005% | |
8/15/2025 | High Falls Advisors Inc | 3,895 | $209K | 0.0% | N/A | 0.008% | |
8/15/2025 | Visionary Wealth Advisors | 6,183 | $331K | 0.0% | N/A | 0.013% | |
8/15/2025 | MML Investors Services LLC | 934,225 | $50.07M | 0.1% | +20.4% | 2.005% | |
8/15/2025 | Great Valley Advisor Group Inc. | 128,997 | $6.91M | 0.2% | -3.8% | 0.277% | |
8/15/2025 | Bank of America Corp DE | 346,945 | $18.59M | 0.0% | N/A | 0.745% | |
8/14/2025 | Vienna Asset Management LLC | 40,577 | $2.18M | 1.5% | +20.8% | 0.087% | |
8/14/2025 | Jane Street Group LLC | 203,111 | $10.89M | 0.0% | -16.0% | 0.436% | |
8/14/2025 | Raymond James Financial Inc. | 377,875 | $20.25M | 0.0% | -17.6% | 0.811% | |
8/14/2025 | NewEdge Advisors LLC | 72,915 | $3.91M | 0.0% | -2.6% | 0.156% | |
8/14/2025 | Cary Street Partners Financial LLC | 1,925 | $103K | 0.0% | +414.7% | 0.004% | |
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8/13/2025 | Cary Street Partners Investment Advisory LLC | 3,506 | $188K | 0.1% | -24.7% | 0.008% | |
8/13/2025 | Rosenblum Silverman Sutton S F Inc. CA | 83,010 | $4.45M | 1.1% | +38.7% | 0.178% | |
8/13/2025 | StoneX Group Inc. | 264,181 | $14.16M | 0.7% | +15.4% | 0.567% | |
8/13/2025 | Baird Financial Group Inc. | 112,727 | $6.04M | 0.0% | +1.7% | 0.242% | |
8/13/2025 | IAG Wealth Partners LLC | 991,378 | $53.13M | 7.0% | -8.2% | 2.127% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 9,836 | $526K | 0.2% | +10.6% | 0.021% | |
8/13/2025 | VestGen Advisors LLC | 236,931 | $12.71M | 0.5% | +23.5% | 0.508% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 503 | $27K | 0.0% | -67.1% | 0.001% | |
8/12/2025 | Resolute Wealth Strategies LLC | 5,856 | $314K | 0.2% | +51.9% | 0.013% | |
8/12/2025 | Vawter Financial Ltd. | 14,098 | $756K | 8.5% | -85.0% | 0.030% | |
8/12/2025 | Global Retirement Partners LLC | 95,268 | $5.11M | 0.1% | N/A | 0.204% | |
8/12/2025 | Archer Investment Corp | 21,693 | $1.16M | 0.3% | +135.6% | 0.047% | |
8/12/2025 | JPMorgan Chase & Co. | 570,031 | $30.55M | 0.0% | +9.1% | 1.223% | |
8/11/2025 | Diversified Portfolios Inc. | 1,625,209 | $87.10M | 8.3% | +9.0% | 3.488% | |
8/11/2025 | Inspire Advisors LLC | 21,410 | $1.15M | 0.1% | N/A | 0.046% | |
8/11/2025 | Western Wealth Management LLC | 40,075 | $2.15M | 0.1% | +13.7% | 0.086% | |
8/8/2025 | Kingsview Wealth Management LLC | 4,279 | $229K | 0.0% | N/A | 0.009% | |
8/8/2025 | Cetera Investment Advisers | 1,700,150 | $91.11M | 0.2% | +63.7% | 3.648% | |
8/8/2025 | OmniStar Financial Group Inc. | 53,937 | $2.89M | 2.2% | +16.3% | 0.116% | |
8/8/2025 | Prospect Financial Services LLC | 4,135 | $222K | 0.1% | N/A | 0.009% | |
8/8/2025 | Intrua Financial LLC | 657,211 | $35.22M | 4.7% | -1.5% | 1.410% | |
8/8/2025 | Royal Harbor Partners LLC | 166,166 | $8.91M | 3.3% | +0.9% | 0.357% | |
8/7/2025 | Nwam LLC | 4,404 | $235K | 0.0% | N/A | 0.009% | |
8/6/2025 | Prospera Financial Services Inc | 29,935 | $1.60M | 0.0% | +16.4% | 0.064% | |
8/6/2025 | AE Wealth Management LLC | 11,221 | $601K | 0.0% | N/A | 0.024% | |
8/6/2025 | Mark Sheptoff Financial Planning LLC | 797 | $43K | 0.0% | +42.3% | 0.002% | |
8/6/2025 | Legacy Wealth Managment LLC ID | 41,462 | $2.22M | 1.2% | +7.3% | 0.089% | |
8/6/2025 | Quadrant Private Wealth Management LLC | 4,900 | $263K | 0.1% | +22.5% | 0.011% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 35,213 | $1.89M | 0.0% | N/A | 0.076% | |
8/6/2025 | Innealta Capital LLC | 44,591 | $2.39M | 1.3% | -87.8% | 0.096% | |
8/6/2025 | Commonwealth Equity Services LLC | 932,398 | $49.97M | 0.1% | +16.8% | 2.001% | |
8/5/2025 | Sigma Planning Corp | 60,046 | $3.22M | 0.1% | N/A | 0.129% | |
8/5/2025 | Aurdan Capital Management LLC | 17,185 | $921K | 0.3% | +19.3% | 0.037% | |
8/5/2025 | Beam Wealth Advisors Inc. | 39,793 | $2.13M | 0.6% | +235.5% | 0.085% | |
8/4/2025 | IFG Advisory LLC | 63,621 | $3.41M | 0.2% | +325.4% | 0.137% | |
8/4/2025 | Atria Investments Inc | 63,469 | $3.40M | 0.0% | N/A | 0.136% | |
8/4/2025 | Savvy Advisors Inc. | 205,026 | $10.99M | 0.7% | N/A | 0.440% | |
8/4/2025 | Assetmark Inc. | 1,024 | $55K | 0.0% | N/A | 0.002% | |
8/4/2025 | Northwest Financial Advisors | 41,915 | $2.25M | 3.1% | +3.4% | 0.090% | |
8/1/2025 | GGM Financials LLC | 12,078 | $647K | 0.1% | +92.0% | 0.026% | |
8/1/2025 | GWN Securities Inc. | 21,342 | $1.15M | 0.2% | -8.4% | 0.046% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 49,914 | $2.68M | 0.1% | +22.9% | 0.108% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,475,828 | $78.72M | 0.0% | +3.4% | 3.181% | |
7/31/2025 | Insight Wealth Partners LLC | 94,436 | $5.06M | 2.0% | +7.4% | 0.204% | |
7/31/2025 | MN Wealth Advisors LLC | 15,486 | $830K | 0.5% | -3.7% | 0.033% | |
7/31/2025 | Opes Wealth Management LLC | 170,970 | $9.16M | 1.6% | +10.1% | 0.368% | |
7/30/2025 | Bleakley Financial Group LLC | 29,542 | $1.58M | 0.0% | N/A | 0.065% | |
7/30/2025 | D.A. Davidson & CO. | 288,528 | $15.46M | 0.1% | +7.3% | 0.631% | |
7/30/2025 | WBH Advisory Inc. | 90,445 | $4.85M | 0.4% | +816.4% | 0.198% | |
7/29/2025 | Pinnacle Wealth Management LLC | 236,927 | $12.70M | 10.6% | +24.3% | 0.518% | |
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7/29/2025 | Citizens Business Bank | 199,665 | $10.70M | 2.1% | N/A | 0.437% | |
7/29/2025 | Private Trust Co. NA | 10,702 | $574K | 0.1% | +145.9% | 0.023% | |
7/29/2025 | Latitude Advisors LLC | 4,569 | $245K | 0.1% | N/A | 0.010% | |
7/28/2025 | Evernest Financial Advisors LLC | 41,939 | $2.25M | 0.7% | N/A | 0.092% | |
7/28/2025 | Essex LLC | 36,400 | $1.95M | 0.4% | N/A | 0.080% | |
7/28/2025 | Harbour Investments Inc. | 2,890 | $155K | 0.0% | +21.5% | 0.006% | |
7/28/2025 | CGC Financial Services LLC | 443,166 | $23.75M | 8.0% | N/A | 0.970% | |
7/28/2025 | Sagespring Wealth Partners LLC | 368,452 | $19.75M | 0.2% | N/A | 0.806% | |
7/28/2025 | RFG Advisory LLC | 41,181 | $2.21M | 0.1% | +5.5% | 0.090% | |
7/28/2025 | Axxcess Wealth Management LLC | 141,567 | $7.59M | 0.2% | +174.9% | 0.310% | |