8/7/2025 | CENTRAL TRUST Co | 12,922 | $1.12M | 0.0% | -4.3% | 0.050% | |
8/7/2025 | Nwam LLC | 7,915 | $693K | 0.1% | +3.3% | 0.030% | |
8/7/2025 | Allworth Financial LP | 5,071 | $441K | 0.0% | -14.1% | 0.020% | |
8/7/2025 | PFG Advisors | 9,354 | $813K | 0.0% | -7.5% | 0.036% | |
8/6/2025 | Prospera Financial Services Inc | 63,047 | $5.48M | 0.1% | +926.5% | 0.242% | |
8/6/2025 | AE Wealth Management LLC | 739,745 | $64.26M | 0.5% | +1.1% | 2.845% | |
8/6/2025 | Destiny Capital Corp CO | 18,033 | $1.57M | 0.9% | +2.6% | 0.069% | |
8/6/2025 | Broadview Financial Management LLC | 16,238 | $1.41M | 1.0% | +0.8% | 0.062% | |
8/6/2025 | Able Wealth Management LLC | 4,197 | $365K | 0.2% | N/A | 0.016% | |
8/6/2025 | Convergence Financial LLC | 245,665 | $21.34M | 3.7% | +6.4% | 0.945% | |
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8/5/2025 | Tsfg LLC | 399 | $35K | 0.0% | -71.5% | 0.002% | |
8/5/2025 | Bank of Montreal Can | 8,386 | $728K | 0.0% | -23.9% | 0.032% | |
8/5/2025 | Sigma Planning Corp | 4,346 | $378K | 0.0% | +8.6% | 0.017% | |
8/5/2025 | LTG Capital LLC | 14,160 | $1.23M | 1.1% | +3.8% | 0.054% | |
8/5/2025 | TIAA Trust National Association | 126,078 | $10.95M | 0.0% | -11.2% | 0.485% | |
8/5/2025 | Trail Ridge Investment Advisors LLC | 3,527 | $313K | 0.2% | +33.6% | 0.014% | |
8/5/2025 | GHP Investment Advisors Inc. | 308,112 | $26.77M | 1.2% | +3.1% | 1.185% | |
8/5/2025 | Beam Wealth Advisors Inc. | 10,804 | $939K | 0.3% | N/A | 0.042% | |
8/4/2025 | AlphaStar Capital Management LLC | 23,593 | $2.05M | 0.1% | +35.0% | 0.091% | |
8/4/2025 | Linscomb Wealth Inc. | 23,172 | $2.01M | 0.1% | -4.8% | 0.089% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 1,578 | $137K | 0.0% | -14.4% | 0.006% | |
8/4/2025 | UNIVEST FINANCIAL Corp | 21,275 | $1.85M | 0.1% | +6.8% | 0.082% | |
8/4/2025 | Atria Investments Inc | 6,946 | $603K | 0.0% | -31.1% | 0.027% | |
8/4/2025 | Spire Wealth Management | 21,619 | $1.88M | 0.1% | +272.4% | 0.083% | |
8/4/2025 | Arkadios Wealth Advisors | 5,174 | $450K | 0.0% | +11.7% | 0.020% | |
8/4/2025 | World Investment Advisors | 19,470 | $1.69M | 0.0% | +2.6% | 0.075% | |
8/4/2025 | Bristlecone Advisors LLC | 25,531 | $2.22M | 0.2% | -11.9% | 0.098% | |
8/1/2025 | First National Trust Co | 347,143 | $30.16M | 1.1% | +4.7% | 1.335% | |
8/1/2025 | Wealth Watch Advisors INC | 28,525 | $2.48M | 1.4% | N/A | 0.110% | |
8/1/2025 | Koss Olinger Consulting LLC | 46,708 | $4.06M | 0.3% | -15.1% | 0.180% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 18,096 | $1.57M | 0.8% | -6.0% | 0.070% | |
8/1/2025 | Envestnet Asset Management Inc. | 455,592 | $39.58M | 0.0% | -40.8% | 1.752% | |
7/31/2025 | Resonant Capital Advisors LLC | 6,330 | $550K | 0.0% | N/A | 0.024% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 10,783 | $937K | 0.0% | -32.0% | 0.041% | |
7/31/2025 | Moloney Securities Asset Management LLC | 9,388 | $816K | 0.1% | -22.5% | 0.036% | |
7/31/2025 | CAP Partners LLC | 3,930 | $341K | 0.2% | -16.6% | 0.015% | |
7/31/2025 | Briaud Financial Planning Inc | 873 | $75K | 0.0% | N/A | 0.003% | |
7/30/2025 | Freedom Investment Management Inc. | 14,618 | $1.27M | 0.1% | +3.0% | 0.056% | |
7/30/2025 | Rehmann Capital Advisory Group | 316,642 | $27.51M | 1.7% | +9.5% | 1.218% | |
7/30/2025 | Parcion Private Wealth LLC | 12,258 | $1.07M | 0.1% | -94.0% | 0.047% | |
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7/30/2025 | Onyx Bridge Wealth Group LLC | 3,468 | $301K | 0.0% | -33.1% | 0.013% | |
7/30/2025 | Brookstone Capital Management | 25,431 | $2.21M | 0.0% | +1.2% | 0.098% | |
7/30/2025 | Wallace Advisory Group LLC | 3,438 | $273K | 0.2% | -3.3% | 0.013% | |
7/30/2025 | Syntegra Private Wealth Group LLC | 49,932 | $4.34M | 0.4% | -1.3% | 0.192% | |
7/30/2025 | Klingman & Associates LLC | 327,619 | $28.46M | 1.6% | +8.2% | 1.260% | |
7/30/2025 | Drive Wealth Management LLC | 4,220 | $367K | 0.1% | +3.5% | 0.016% | |
7/29/2025 | Salomon & Ludwin LLC | 17,197 | $1.52M | 0.1% | +11.2% | 0.066% | |
7/29/2025 | Chicago Partners Investment Group LLC | 62,758 | $5.63M | 0.2% | +11.5% | 0.241% | |
7/29/2025 | International Assets Investment Management LLC | 2,368 | $206K | 0.0% | N/A | 0.009% | |
7/29/2025 | Goldstein Advisors LLC | 3,060 | $266K | 0.0% | +15.9% | 0.012% | |
7/29/2025 | Swmg LLC | 6,802 | $613K | 0.2% | +79.9% | 0.026% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 35,144 | $3.05M | 0.1% | +2.1% | 0.135% | |
7/29/2025 | May Barnhard Investments LLC | 61,327 | $5.33M | 2.5% | -2.3% | 0.236% | |
7/29/2025 | Koshinski Asset Management Inc. | 32,207 | $2.80M | 0.2% | -3.8% | 0.124% | |
7/29/2025 | Rodgers & Associates LTD | 194,199 | $16.87M | 1.9% | -0.3% | 0.747% | |
7/29/2025 | Stratos Wealth Partners LTD. | 69,103 | $6.00M | 0.1% | +10.1% | 0.266% | |
7/29/2025 | Stratos Wealth Advisors LLC | 4,495 | $391K | 0.0% | +2.8% | 0.017% | |
7/29/2025 | Private Trust Co. NA | 2,105 | $183K | 0.0% | -21.7% | 0.008% | |
7/28/2025 | WealthPLAN Partners LLC | 5,515 | $479K | 0.1% | -4.9% | 0.021% | |
7/28/2025 | SFG Wealth Management LLC. | 136,654 | $11.87M | 7.2% | +4.4% | 0.526% | |
7/28/2025 | Heritage Wealth Management Inc. CA | 25,541 | $2.22M | 1.5% | +6.5% | 0.098% | |
7/25/2025 | NorthRock Partners LLC | 1,069,712 | $92.93M | 2.4% | +4.7% | 4.114% | |
7/25/2025 | Atria Wealth Solutions Inc. | 13,713 | $1.19M | 0.0% | -5.7% | 0.053% | |
7/25/2025 | Courage Miller Partners LLC | 31,796 | $2.76M | 0.9% | +6.7% | 0.122% | |
7/25/2025 | MGO One Seven LLC | 12,924 | $1.12M | 0.0% | -8.5% | 0.050% | |
7/25/2025 | Bill Few Associates Inc. | 29,689 | $2.58M | 0.7% | +141.3% | 0.114% | |
7/25/2025 | CWM LLC | 35,261 | $3.06M | 0.0% | +9.8% | 0.136% | |
7/24/2025 | JNBA Financial Advisors | 103,453 | $8.99M | 0.9% | -7.4% | 0.398% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 8,151 | $708K | 0.0% | -4.3% | 0.031% | |
7/24/2025 | Stonebridge Financial Group LLC | 5,694 | $495K | 0.0% | -3.9% | 0.022% | |
7/24/2025 | IFP Advisors Inc | 10,229 | $889K | 0.0% | +139.5% | 0.039% | |
7/24/2025 | McElhenny Sheffield Capital Management LLC | 17,000 | $1.48M | 0.1% | N/A | 0.065% | |
7/23/2025 | Clear Creek Financial Management LLC | 3,418 | $297K | 0.0% | -30.4% | 0.013% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 33,915 | $2.95M | 0.2% | +5.3% | 0.130% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 2,813 | $244K | 0.0% | -80.2% | 0.011% | |
7/22/2025 | Valeo Financial Advisors LLC | 2,399 | $208K | 0.0% | N/A | 0.009% | |
7/22/2025 | Sage Financial Group Inc. | 18,459 | $1.60M | 0.1% | -2.0% | 0.071% | |
7/22/2025 | Keudell Morrison Wealth Management | 2,841 | $247K | 0.1% | -19.0% | 0.011% | |
7/22/2025 | Integrated Capital Management LLC | 103,562 | $9.09M | 4.4% | +5.5% | 0.398% | |
7/22/2025 | Diligent Investors LLC | 65,734 | $5.71M | 1.4% | -7.3% | 0.253% | |
7/22/2025 | Apexium Financial LP | 9,587 | $833K | 0.0% | -19.8% | 0.037% | |
7/21/2025 | Montz Harcus Wealth Management LLC | 3,472 | $302K | 0.1% | +10.6% | 0.013% | |
7/21/2025 | Ameritas Advisory Services LLC | 4,621 | $401K | 0.0% | -7.6% | 0.018% | |
7/18/2025 | Pure Financial Advisors LLC | 11,935 | $1.04M | 0.0% | -6.6% | 0.046% | |
7/18/2025 | GEN Financial Management INC. | 21,043 | $1.83M | 1.5% | +474.9% | 0.081% | |
7/18/2025 | First Pacific Financial | 4,897 | $425K | 0.1% | -15.1% | 0.019% | |
7/18/2025 | Truist Financial Corp | 150,017 | $13.03M | 0.0% | +1.1% | 0.577% | |
7/17/2025 | Centennial Wealth Advisory LLC | 18,853 | $1.64M | 0.5% | +30.7% | 0.072% | |
7/17/2025 | LexAurum Advisors LLC | 9,111 | $792K | 0.1% | +38.9% | 0.035% | |
7/17/2025 | Janney Montgomery Scott LLC | 5,176 | $450K | 0.0% | -7.4% | 0.020% | |
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7/17/2025 | Smith Anglin Financial LLC | 15,162 | $1.32M | 0.1% | -10.0% | 0.058% | |
7/17/2025 | Fifth Third Securities Inc. | 3,664 | $318K | 0.0% | +40.9% | 0.014% | |
7/17/2025 | ERn Financial LLC | 96,785 | $8.41M | 1.8% | -8.6% | 0.372% | |
7/17/2025 | Tritonpoint Wealth LLC | 5,355 | $465K | 0.0% | -4.7% | 0.021% | |
7/17/2025 | XY Planning Network Inc. | 8,983 | $780K | 0.3% | N/A | 0.034% | |
7/17/2025 | KWB Wealth | 151,785 | $12.06M | 1.4% | -4.3% | 0.583% | |
7/16/2025 | Embree Financial Group | 2,402 | $209K | 0.0% | -11.1% | 0.009% | |
7/16/2025 | Motive Wealth Advisors | 4,354 | $378K | 0.2% | +56.8% | 0.017% | |
7/15/2025 | McAdam LLC | 187,998 | $16.33M | 0.9% | -2.6% | 0.722% | |
7/15/2025 | Signet Financial Management LLC | 120,659 | $10.48M | 1.3% | -7.9% | 0.463% | |