8/4/2025 | Crescent Sterling Ltd. | 7,778 | $317K | 0.4% | -13.6% | 0.009% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 61,680 | $2.52M | 0.3% | -7.1% | 0.070% | |
8/4/2025 | Kovack Advisors Inc. | 18,197 | $742K | 0.1% | -11.2% | 0.021% | |
8/4/2025 | IFG Advisory LLC | 5,941 | $242K | 0.0% | N/A | 0.007% | |
8/4/2025 | Atria Investments Inc | 18,410 | $751K | 0.0% | -9.9% | 0.021% | |
8/4/2025 | FRG Family Wealth Advisors LLC | 221,485 | $9.03M | 1.6% | -1.2% | 0.251% | |
8/4/2025 | Wealth Management Associates Inc. | 17,065 | $696K | 0.3% | -25.6% | 0.019% | |
8/1/2025 | Biltmore Family Office LLC | 64,310 | $2.62M | 0.4% | -7.5% | 0.073% | |
8/1/2025 | First National Trust Co | 7,640 | $312K | 0.0% | -3.8% | 0.009% | |
8/1/2025 | Envestnet Asset Management Inc. | 335,983 | $13.70M | 0.0% | -13.7% | 0.380% | |
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7/31/2025 | Hartford Financial Management Inc. | 84,483 | $3.45M | 0.9% | -8.9% | 0.096% | |
7/31/2025 | Carnegie Investment Counsel | 34,749 | $1.42M | 0.0% | +29.8% | 0.039% | |
7/30/2025 | Freedom Investment Management Inc. | 32,542 | $1.33M | 0.1% | -1.9% | 0.037% | |
7/30/2025 | Patten Group Inc. | 44,334 | $1.81M | 0.4% | -3.9% | 0.050% | |
7/30/2025 | Retirement Planning Group LLC | 18,837 | $768K | 0.0% | N/A | 0.021% | |
7/30/2025 | D.A. Davidson & CO. | 9,655 | $394K | 0.0% | -32.2% | 0.011% | |
7/30/2025 | Arbor Investment Advisors LLC | 8,320 | $339K | 0.0% | +24.5% | 0.009% | |
7/29/2025 | Stephens Inc. AR | 80,813 | $3.30M | 0.0% | +2.0% | 0.091% | |
7/29/2025 | Goldstein Advisors LLC | 25,389 | $1.04M | 0.1% | -3.0% | 0.029% | |
7/29/2025 | Joseph P. Lucia & Associates LLC | 158,772 | $6.48M | 2.6% | -2.0% | 0.180% | |
7/29/2025 | Koshinski Asset Management Inc. | 87,877 | $3.58M | 0.3% | -0.9% | 0.099% | |
7/29/2025 | BXM Wealth LLC | 16,441 | $670K | 0.8% | -12.6% | 0.019% | |
7/29/2025 | Private Trust Co. NA | 16,632 | $678K | 0.1% | -34.6% | 0.019% | |
7/29/2025 | Harbor Asset Planning Inc. | 2,528 | $103K | 0.1% | N/A | 0.003% | |
7/29/2025 | Activest Wealth Management | 42,411 | $1.73M | 0.4% | -92.0% | 0.048% | |
7/28/2025 | Harbour Investments Inc. | 3,704 | $151K | 0.0% | +8.5% | 0.004% | |
7/28/2025 | Hudson Capital Management LLC | 5,368 | $219K | 0.1% | N/A | 0.006% | |
7/25/2025 | NorthRock Partners LLC | 9,626 | $393K | 0.0% | -7.4% | 0.011% | |
7/25/2025 | Atria Wealth Solutions Inc. | 8,844 | $361K | 0.0% | -90.9% | 0.010% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 10,400 | $424K | 0.0% | N/A | 0.012% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 29,658 | $1.23M | 0.3% | +2.0% | 0.034% | |
7/25/2025 | Sequoia Financial Advisors LLC | 22,958 | $936K | 0.0% | +39.9% | 0.026% | |
7/25/2025 | Prostatis Group LLC | 37,534 | $1.53M | 0.4% | -4.7% | 0.042% | |
7/25/2025 | Sovereign Financial Group Inc. | 5,000 | $204K | 0.0% | N/A | 0.006% | |
7/25/2025 | Concurrent Investment Advisors LLC | 80,030 | $3.26M | 0.1% | N/A | 0.091% | |
7/25/2025 | Apollon Wealth Management LLC | 14,550 | $593K | 0.0% | -3.0% | 0.016% | |
7/24/2025 | Williams & Novak LLC | 5,570 | $227K | 0.2% | N/A | 0.006% | |
7/24/2025 | Monument Capital Management | 36,133 | $1.47M | 0.4% | -11.9% | 0.041% | |
7/23/2025 | Optas LLC | 19,527 | $796K | 0.2% | -6.9% | 0.022% | |
7/23/2025 | Fortis Advisors LLC | 61,727 | $2.52M | 1.6% | +1.1% | 0.070% | |
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7/23/2025 | Detalus Advisors LLC | 262,966 | $10.72M | 3.1% | -8.1% | 0.297% | |
7/23/2025 | Pure Portfolios Holdings LLC | 8,472 | $345K | 0.1% | -24.5% | 0.010% | |
7/23/2025 | Sax Wealth Advisors LLC | 31,201 | $1.27M | 0.1% | +19.0% | 0.035% | |
7/23/2025 | Friedenthal Financial | 41,903 | $1.71M | 0.9% | +3.4% | 0.047% | |
7/23/2025 | Prasad Wealth Partners LLC | 385,253 | $15.71M | 4.6% | +21.9% | 0.436% | |
7/23/2025 | RMG Wealth Management LLC | 1,329,823 | $55.24M | 8.5% | N/A | 1.504% | |
7/22/2025 | Grimes & Company Inc. | 5,129 | $209K | 0.0% | N/A | 0.006% | |
7/22/2025 | Oak Hill Wealth Advisors LLC | 21,868 | $907K | 0.2% | +12.9% | 0.025% | |
7/22/2025 | Yoder Wealth Management Inc. | 151,804 | $6.19M | 3.2% | +6.4% | 0.172% | |
7/21/2025 | Pflug Koory LLC | 798 | $33K | 0.0% | N/A | 0.001% | |
7/21/2025 | ZWJ Investment Counsel Inc. | 5,350 | $218K | 0.0% | N/A | 0.006% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,149 | $210K | 0.0% | N/A | 0.006% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 55,719 | $2.27M | 0.8% | -4.0% | 0.063% | |
7/18/2025 | Founders Capital Management | 1,540 | $63K | 0.0% | N/A | 0.002% | |
7/18/2025 | Truist Financial Corp | 125,114 | $5.10M | 0.0% | -20.3% | 0.142% | |
7/17/2025 | Capital Investment Advisors LLC | 5,925 | $242K | 0.0% | N/A | 0.007% | |
7/17/2025 | LexAurum Advisors LLC | 5,945 | $242K | 0.0% | -30.5% | 0.007% | |
7/17/2025 | HB Wealth Management LLC | 153,528 | $6.26M | 0.0% | +6.5% | 0.174% | |
7/17/2025 | Janney Montgomery Scott LLC | 169,343 | $6.91M | 0.0% | -53.5% | 0.192% | |
7/17/2025 | Venture Visionary Partners LLC | 15,809 | $645K | 0.0% | -7.4% | 0.018% | |
7/17/2025 | Smith Anglin Financial LLC | 264,096 | $10.77M | 1.0% | +6.3% | 0.299% | |
7/17/2025 | Fifth Third Securities Inc. | 111,392 | $4.54M | 0.3% | -1.8% | 0.126% | |
7/17/2025 | Walker Asset Management LLC | 83,453 | $3.40M | 2.0% | +0.4% | 0.095% | |
7/17/2025 | Lazari Capital Management Inc. | 5,460 | $223K | 0.1% | -19.3% | 0.006% | |
7/17/2025 | Sage Rhino Capital LLC | 135,721 | $5.54M | 1.2% | -8.2% | 0.154% | |
7/16/2025 | Signaturefd LLC | 2,374 | $97K | 0.0% | -10.9% | 0.003% | |
7/16/2025 | Dakota Wealth Management | 8,669 | $354K | 0.0% | -9.3% | 0.010% | |
7/15/2025 | BigSur Wealth Management LLC | 22,500 | $918K | 0.2% | -23.7% | 0.026% | |
7/15/2025 | Yarbrough Capital LLC | 91,640 | $3.74M | 0.1% | +23.5% | 0.104% | |
7/15/2025 | LVZ Inc. | 28,744 | $1.17M | 0.1% | +2.9% | 0.033% | |
7/15/2025 | Bfsg LLC | 58,878 | $2.40M | 0.3% | +22.4% | 0.067% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 197,215 | $8.04M | 0.2% | -0.2% | 0.224% | |
7/14/2025 | Park Avenue Securities LLC | 118,458 | $4.83M | 0.0% | +4.1% | 0.134% | |
7/11/2025 | Halter Ferguson Financial Inc. | 51,483 | $2.10M | 0.7% | -31.7% | 0.058% | |
7/11/2025 | Farther Finance Advisors LLC | 218,670 | $8.92M | 0.2% | +2.9% | 0.248% | |
7/11/2025 | SeaCrest Wealth Management LLC | 32,957 | $1.34M | 0.1% | -32.4% | 0.037% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 5,385,050 | $219.60M | 0.0% | N/A | 6.106% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 123,500 | $5.04M | 0.6% | +2.1% | 0.140% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 6,169 | $257K | 0.0% | N/A | 0.007% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 82,667 | $3.44M | 0.0% | -0.9% | 0.094% | |
7/10/2025 | Secure Asset Management LLC | 53,954 | $2.20M | 0.4% | +0.8% | 0.061% | |
7/10/2025 | Focus Financial Network Inc. | 49,760 | $2.03M | 0.1% | -1.4% | 0.056% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 39,802 | $1.62M | 0.1% | -1.2% | 0.045% | |
7/9/2025 | OLIO Financial Planning | 4,937 | $201K | 0.1% | N/A | 0.006% | |
7/8/2025 | Davis Investment Partners LLC | 1,383,960 | $56.45M | 20.2% | -4.0% | 1.564% | |
7/8/2025 | Legacy Private Trust Co. | 125,205 | $5.11M | 0.3% | -11.8% | 0.142% | |
7/7/2025 | Salem Investment Counselors Inc. | 2,000 | $82K | 0.0% | N/A | 0.002% | |
7/3/2025 | Collective Family Office LLC | 6,650 | $271K | 0.1% | -16.9% | 0.007% | |
7/2/2025 | Capital Market Strategies LLC | 68,568 | $2.80M | 1.9% | -24.7% | 0.074% | |
7/2/2025 | HBW Advisory Services LLC | 7,083 | $289K | 0.0% | -15.9% | 0.008% | |
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5/28/2025 | Wealth Management Associates Inc. | 22,933 | $784K | 0.3% | -8.8% | 0.026% | |
5/21/2025 | MBL Wealth LLC | 86,274 | $2.95M | 0.3% | -5.2% | 0.098% | |
5/20/2025 | Blue Rock Wealth Management LLC | 20,050 | $686K | 0.6% | +176.6% | 0.023% | |
5/20/2025 | Focus Partners Wealth | 7,486 | $256K | 0.0% | +612.3% | 0.009% | |
5/19/2025 | Jane Street Group LLC | 32,045 | $1.10M | 0.0% | N/A | 0.036% | |
5/19/2025 | Advisory Alpha LLC | 26,510 | $907K | 0.0% | +2.8% | 0.030% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 102,049 | $3.49M | 0.0% | N/A | 0.116% | |
5/16/2025 | Prostatis Group LLC | 39,384 | $1.35M | 0.4% | -1.2% | 0.044% | |
5/16/2025 | Goldman Sachs Group Inc. | 467,582 | $15.99M | 0.0% | +172.9% | 0.527% | |
5/16/2025 | Laidlaw Wealth Management LLC | 6,790 | $232K | 0.7% | -94.1% | 0.008% | |