8/1/2025 | Transcend Capital Advisors LLC | 48,031 | $1.20M | 0.1% | N/A | 0.040% | |
8/1/2025 | Brookwood Investment Group LLC | 17,273 | $430K | 0.1% | -97.6% | 0.014% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 137,710 | $3.43M | 0.1% | -3.3% | 0.116% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,208,213 | $54.96M | 0.0% | -19.5% | 1.853% | |
8/1/2025 | Chilton Capital Management LLC | 3,295 | $82K | 0.0% | N/A | 0.003% | |
7/30/2025 | Bleakley Financial Group LLC | 280,562 | $6.98M | 0.2% | +3.7% | 0.235% | |
7/30/2025 | Rehmann Capital Advisory Group | 430,203 | $10.71M | 0.6% | -61.2% | 0.361% | |
7/30/2025 | TFB Advisors LLC | 15,798 | $393K | 0.1% | -7.2% | 0.013% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 12,186 | $303K | 0.0% | +21.0% | 0.010% | |
7/30/2025 | Brookstone Capital Management | 19,747 | $492K | 0.0% | +2.6% | 0.017% | |
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7/30/2025 | Chokshi & Queen Wealth Advisors Inc | 12,367 | $308K | 0.2% | +16.8% | 0.010% | |
7/30/2025 | Retirement Planning Group LLC | 57,423 | $1.43M | 0.1% | -53.5% | 0.048% | |
7/30/2025 | D.A. Davidson & CO. | 86,930 | $2.16M | 0.0% | -20.9% | 0.073% | |
7/29/2025 | Chicago Partners Investment Group LLC | 470,634 | $11.68M | 0.3% | +2.5% | 0.395% | |
7/29/2025 | Financial Futures Ltd Liability Co. | 54,763 | $1.36M | 0.7% | -87.2% | 0.046% | |
7/29/2025 | Huntleigh Advisors Inc. | 15,932 | $397K | 0.1% | +16.8% | 0.013% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 45,250 | $1.13M | 0.3% | -63.9% | 0.038% | |
7/29/2025 | Stratos Wealth Advisors LLC | 34,727 | $864K | 0.0% | -74.9% | 0.029% | |
7/29/2025 | Private Trust Co. NA | 9,568 | $238K | 0.0% | +9.3% | 0.008% | |
7/29/2025 | Stratos Investment Management LLC | 221,271 | $5.51M | 0.3% | +28.5% | 0.186% | |
7/28/2025 | Uptick Partners LLC | 16,662 | $415K | 0.1% | +7.7% | 0.014% | |
7/28/2025 | Harbour Investments Inc. | 2,664,732 | $66.33M | 1.7% | -20.1% | 2.236% | |
7/28/2025 | RFG Advisory LLC | 33,399 | $831K | 0.0% | N/A | 0.028% | |
7/25/2025 | Northwest Capital Management Inc | 28,574 | $711K | 0.4% | -39.5% | 0.024% | |
7/25/2025 | Atria Wealth Solutions Inc. | 97,646 | $2.43M | 0.1% | -36.9% | 0.082% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 240,141 | $5.98M | 0.0% | +6.6% | 0.202% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 196,457 | $4.89M | 1.4% | -7.0% | 0.165% | |
7/25/2025 | MGO One Seven LLC | 16,797 | $418K | 0.0% | +5.0% | 0.014% | |
7/25/2025 | Commonwealth Financial Services LLC | 692,946 | $17.25M | 3.3% | -3.0% | 0.582% | |
7/25/2025 | CWM LLC | 113,226 | $2.82M | 0.0% | +103.3% | 0.095% | |
7/25/2025 | Wealth Advisory Team LLC | 314,692 | $7.83M | 7.3% | N/A | 0.264% | |
7/25/2025 | Concurrent Investment Advisors LLC | 27,319 | $680K | 0.0% | +45.1% | 0.023% | |
7/25/2025 | Apollon Wealth Management LLC | 353,222 | $8.79M | 0.2% | -21.1% | 0.296% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 743,443 | $18.50M | 1.1% | +1.0% | 0.624% | |
7/24/2025 | Etesian Wealth Advisors Inc. | 507,151 | $12.62M | 4.7% | +11.1% | 0.426% | |
7/24/2025 | IFP Advisors Inc | 948,605 | $23.61M | 0.7% | +13.7% | 0.796% | |
7/24/2025 | Live Oak Investment Partners | 296,599 | $7.38M | 5.7% | N/A | 0.250% | |
7/24/2025 | US Bancorp DE | 302,651 | $7.53M | 0.0% | +12.6% | 0.255% | |
7/24/2025 | Columbia Advisory Partners LLC | 54,186 | $1.35M | 1.0% | -4.5% | 0.046% | |
7/23/2025 | Clear Creek Financial Management LLC | 41,119 | $1.02M | 0.1% | -6.3% | 0.035% | |
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7/23/2025 | RiverTree Advisors LLC | 8,699 | $217K | 0.1% | -40.8% | 0.007% | |
7/23/2025 | Prasad Wealth Partners LLC | 330,503 | $8.23M | 2.4% | -26.0% | 0.278% | |
7/23/2025 | Gentry Private Wealth LLC | 20,988 | $522K | 0.4% | -10.5% | 0.018% | |
7/23/2025 | SteelPeak Wealth LLC | 11,736 | $292K | 0.0% | -7.5% | 0.010% | |
7/22/2025 | Ergawealth Advisors Inc. | 12,731 | $317K | 0.1% | -3.6% | 0.011% | |
7/22/2025 | Berger Financial Group Inc | 25,325 | $630K | 0.0% | -4.0% | 0.021% | |
7/21/2025 | Ameritas Advisory Services LLC | 166,175 | $4.14M | 0.2% | -49.0% | 0.140% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 8,932 | $222K | 0.1% | -14.0% | 0.008% | |
7/18/2025 | Philip James Wealth Mangement LLC | 319,333 | $7.95M | 1.0% | +0.5% | 0.269% | |
7/18/2025 | Vicus Capital | 17,159 | $427K | 0.0% | -94.7% | 0.014% | |
7/18/2025 | First Pacific Financial | 3,396 | $85K | 0.0% | -98.9% | 0.003% | |
7/18/2025 | Truist Financial Corp | 1,899,046 | $47.27M | 0.1% | +2.8% | 1.601% | |
7/17/2025 | HCR Wealth Advisors | 29,818 | $742K | 0.1% | +147.4% | 0.025% | |
7/17/2025 | Janney Montgomery Scott LLC | 395,267 | $9.84M | 0.0% | +40.4% | 0.333% | |
7/17/2025 | Fifth Third Securities Inc. | 100,567 | $2.50M | 0.2% | -5.6% | 0.085% | |
7/17/2025 | Wagner Wealth Management LLC | 805,495 | $20.05M | 4.6% | -63.7% | 0.678% | |
7/16/2025 | Beaumont Financial Advisors LLC | 290,312 | $7.23M | 0.5% | -4.7% | 0.244% | |
7/16/2025 | EdgeRock Capital LLC | 656,393 | $16.34M | 5.2% | -3.9% | 0.552% | |
7/16/2025 | MBE Wealth Management LLC | 43,830 | $1.09M | 0.5% | -62.9% | 0.037% | |
7/16/2025 | Perigon Wealth Management LLC | 16,733 | $416K | 0.0% | N/A | 0.014% | |
7/15/2025 | McAdam LLC | 10,148 | $253K | 0.0% | -5.3% | 0.009% | |
7/15/2025 | Total Wealth Planning LLC | 17,605 | $438K | 0.1% | +7.3% | 0.015% | |
7/15/2025 | Mather Group LLC. | 289,129 | $7.20M | 0.1% | +0.8% | 0.243% | |
7/15/2025 | McCarthy & Cox | 53,731 | $1.34M | 0.4% | -92.7% | 0.045% | |
7/15/2025 | tru Independence LLC | 13,765 | $343K | 0.1% | -13.5% | 0.012% | |
7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 425,129 | $10.58M | 9.7% | -2.8% | 0.358% | |
7/15/2025 | Maseco LLP | 1,647 | $41K | 0.0% | N/A | 0.001% | |
7/15/2025 | Axis Wealth Partners LLC | 12,067 | $300K | 0.2% | +4.2% | 0.010% | |
7/14/2025 | Chris Bulman Inc | 18,130 | $451K | 0.3% | +2.8% | 0.015% | |
7/14/2025 | Capital CS Group LLC | 90,199 | $2.25M | 3.6% | -7.2% | 0.076% | |
7/14/2025 | Iams Wealth Management LLC | 16,773 | $417K | 0.2% | -14.2% | 0.014% | |
7/14/2025 | Flagstar Advisors Inc. | 23,110 | $575K | 0.2% | -3.5% | 0.019% | |
7/11/2025 | Farther Finance Advisors LLC | 111,560 | $2.78M | 0.1% | -8.5% | 0.094% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 189,841 | $4.73M | 0.6% | -35.7% | 0.160% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 17,332 | $431K | 0.0% | -30.0% | 0.015% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 936,102 | $23.30M | 0.7% | +1.5% | 0.788% | |
7/9/2025 | Defined Wealth Management LLC | 104,676 | $2.61M | 1.6% | +3.4% | 0.088% | |
7/9/2025 | GSG Advisors LLC | 248,414 | $6.18M | 1.8% | -1.0% | 0.209% | |
7/9/2025 | Balefire LLC | 22,134 | $551K | 0.1% | N/A | 0.019% | |
7/9/2025 | Inspirion Wealth Advisors LLC | 18,907 | $471K | 0.1% | -5.3% | 0.016% | |
7/9/2025 | Christopher J. Hasenberg Inc | 30,926 | $770K | 0.3% | -97.6% | 0.026% | |
7/9/2025 | Beacon Financial Group | 219,131 | $5.45M | 0.6% | -9.7% | 0.184% | |
7/8/2025 | Goldstone Financial Group LLC | 287,618 | $7.15M | 0.9% | -2.0% | 0.242% | |
7/8/2025 | NBC Securities Inc. | 51,887 | $1.29M | 0.1% | +7.8% | 0.044% | |
7/8/2025 | GK Wealth Management LLC | 13,198 | $328K | 0.3% | -14.1% | 0.011% | |
7/7/2025 | Nova Wealth Management Inc. | 341,226 | $8.49M | 6.2% | -26.7% | 0.287% | |
7/7/2025 | TruWealth Advisors LLC | 731,742 | $18.21M | 1.0% | +0.1% | 0.616% | |
7/3/2025 | TrueWealth Advisors LLC | 236,886 | $5.90M | 1.7% | +18.7% | 0.198% | |
7/2/2025 | HBW Advisory Services LLC | 389,311 | $9.69M | 1.2% | +776.4% | 0.325% | |
7/1/2025 | Park National Corp OH | 743,574 | $18.51M | 0.6% | -15.9% | 0.621% | |
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6/27/2025 | Goldman Sachs Group Inc. | 46,038 | $1.14M | 0.0% | N/A | 0.038% | |
5/29/2025 | Nova Wealth Management Inc. | 465,219 | $11.51M | 9.9% | -16.5% | 0.366% | |
5/28/2025 | GK Wealth Management LLC | 15,040 | $372K | 0.4% | -2.9% | 0.012% | |
5/21/2025 | McAdam LLC | 10,713 | $265K | 0.0% | -13.8% | 0.008% | |
5/21/2025 | Geneos Wealth Management Inc. | 262,139 | $6.49M | 0.2% | +5.3% | 0.206% | |
5/20/2025 | Focus Partners Wealth | 656,600 | $16.25M | 0.0% | -5.5% | 0.516% | |
5/20/2025 | Integrity Alliance LLC. | 22,795 | $564K | 0.0% | N/A | 0.018% | |
5/19/2025 | Jane Street Group LLC | 596,382 | $14.76M | 0.0% | +904.5% | 0.469% | |
5/16/2025 | Arete Wealth Advisors LLC | 11,564 | $286K | 0.0% | -17.1% | 0.009% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 142,384 | $3.52M | 0.1% | -11.7% | 0.112% | |