8/4/2025 | Roble Belko & Company Inc | 2,070 | $247K | 0.0% | -22.3% | 0.004% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,026 | $360K | 0.0% | -4.5% | 0.005% | |
8/4/2025 | Kovack Advisors Inc. | 2,692 | $321K | 0.0% | +3.9% | 0.005% | |
8/4/2025 | IFG Advisory LLC | 2,978 | $355K | 0.0% | +8.6% | 0.005% | |
8/4/2025 | UNIVEST FINANCIAL Corp | 3,866 | $461K | 0.0% | +5.5% | 0.007% | |
8/4/2025 | Silver Coast Investments LLC | 25,559 | $3.05M | 1.1% | +6.1% | 0.043% | |
8/4/2025 | Atria Investments Inc | 31,528 | $3.76M | 0.0% | -1.2% | 0.054% | |
8/4/2025 | FRG Family Wealth Advisors LLC | 12,170 | $1.45M | 0.3% | -1.4% | 0.021% | |
8/4/2025 | Assetmark Inc. | 24,896 | $2.97M | 0.0% | +118.8% | 0.042% | |
8/4/2025 | Spire Wealth Management | 653 | $78K | 0.0% | -22.2% | 0.001% | |
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8/4/2025 | Arkadios Wealth Advisors | 13,284 | $1.58M | 0.0% | +111.2% | 0.023% | |
8/4/2025 | World Investment Advisors | 15,819 | $1.88M | 0.0% | -5.7% | 0.027% | |
8/4/2025 | Quaker Wealth Management LLC | 906 | $108K | 0.0% | -200.7% | 0.002% | |
8/4/2025 | L.M. Kohn & Company | 2,718 | $324K | 0.1% | N/A | 0.005% | |
8/1/2025 | GWN Securities Inc. | 7,216 | $862K | 0.2% | -74.2% | 0.012% | |
8/1/2025 | Alexander Labrunerie & CO. Inc. | 23,545 | $2.81M | 1.2% | -0.8% | 0.040% | |
8/1/2025 | Shilanski & Associates Inc. | 41,277 | $4.92M | 1.4% | +2.7% | 0.070% | |
8/1/2025 | Bessemer Group Inc. | 9,290 | $1.11M | 0.0% | -30.9% | 0.016% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 10,162 | $1.21M | 0.0% | -54.1% | 0.017% | |
8/1/2025 | Envestnet Asset Management Inc. | 427,520 | $50.93M | 0.0% | -22.8% | 0.727% | |
7/31/2025 | Resonant Capital Advisors LLC | 10,983 | $1.31M | 0.1% | +62.9% | 0.019% | |
7/31/2025 | Wealthfront Advisers LLC | 882,562 | $105.13M | 0.3% | -2.8% | 1.502% | |
7/31/2025 | Strait & Sound Wealth Management LLC | 2,350 | $280K | 0.1% | -9.7% | 0.004% | |
7/31/2025 | Brighton Jones LLC | 19,071 | $2.27M | 0.1% | +0.8% | 0.032% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 3,429 | $409K | 0.0% | +28.1% | 0.006% | |
7/31/2025 | Kathleen S. Wright Associates Inc. | 1,000 | $119K | 0.0% | +25.0% | 0.002% | |
7/31/2025 | Sharper & Granite LLC | 11,880 | $1.45M | 0.6% | -3.9% | 0.020% | |
7/31/2025 | Avion Wealth | 5,754 | $685K | 0.2% | -40.1% | 0.010% | |
7/31/2025 | Hoge Financial Services LLC | 5,410 | $644K | 0.4% | -19.9% | 0.009% | |
7/30/2025 | Bleakley Financial Group LLC | 24,928 | $2.97M | 0.1% | -3.6% | 0.042% | |
7/30/2025 | Sonata Capital Group Inc. | 8,040 | $958K | 0.4% | -4.2% | 0.014% | |
7/30/2025 | Capital Wealth Alliance LLC | 12,938 | $1.54M | 0.8% | -3.8% | 0.022% | |
7/30/2025 | Freedom Investment Management Inc. | 15,710 | $1.87M | 0.1% | N/A | 0.027% | |
7/30/2025 | Axiom Financial Strategies LLC | 31,467 | $3.75M | 2.1% | -1.4% | 0.054% | |
7/30/2025 | Steel Grove Capital Advisors LLC | 2,340 | $279K | 0.0% | -42.8% | 0.004% | |
7/30/2025 | Brookstone Capital Management | 14,640 | $1.74M | 0.0% | +89.7% | 0.025% | |
7/30/2025 | Retirement Planning Group LLC | 2,470 | $294K | 0.0% | +4.3% | 0.004% | |
7/30/2025 | D.A. Davidson & CO. | 81,981 | $9.77M | 0.1% | -2.9% | 0.139% | |
7/30/2025 | Cullen Frost Bankers Inc. | 800 | $95K | 0.0% | -75.3% | 0.001% | |
7/30/2025 | Clune & Associates LTD. | 9,920 | $1.18M | 0.3% | +2.3% | 0.017% | |
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7/30/2025 | Financial Perspectives Inc | 6,661 | $793K | 0.2% | -4.4% | 0.011% | |
7/30/2025 | WBH Advisory Inc. | 17,841 | $2.13M | 0.2% | +11.6% | 0.030% | |
7/29/2025 | Northeast Investment Management | 2,598 | $309K | 0.0% | -20.5% | 0.004% | |
7/29/2025 | Salomon & Ludwin LLC | 13,421 | $1.64M | 0.2% | -3.9% | 0.023% | |
7/29/2025 | International Assets Investment Management LLC | 7,438 | $886K | 0.0% | +30.3% | 0.013% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 6,839 | $815K | 0.0% | -2.0% | 0.012% | |
7/29/2025 | Chevy Chase Trust Holdings LLC | 22,503 | $2.68M | 0.0% | -18.8% | 0.038% | |
7/29/2025 | Stratos Wealth Partners LTD. | 23,109 | $2.75M | 0.0% | -4.9% | 0.039% | |
7/29/2025 | Stratos Wealth Advisors LLC | 44,346 | $5.28M | 0.3% | +1,001.8% | 0.075% | |
7/29/2025 | Harbor Asset Planning Inc. | 330 | $39K | 0.0% | N/A | 0.001% | |
7/28/2025 | Mutual Advisors LLC | 10,302 | $1.26M | 0.0% | +100.8% | 0.018% | |
7/28/2025 | Harbour Investments Inc. | 2,594 | $309K | 0.0% | -3.8% | 0.004% | |
7/28/2025 | Founders Grove Wealth Partners LLC | 20,879 | $2.49M | 0.6% | +4.7% | 0.036% | |
7/28/2025 | Kiker Wealth Management LLC | 270 | $32K | 0.0% | -33.8% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 33,599 | $4.05M | 0.1% | -38.7% | 0.057% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 17,419 | $2.08M | 0.0% | -43.8% | 0.030% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 5,776 | $688K | 0.2% | +94.7% | 0.010% | |
7/25/2025 | LRI Investments LLC | 29,338 | $3.50M | 0.3% | +9.6% | 0.050% | |
7/25/2025 | Prostatis Group LLC | 2,079 | $248K | 0.1% | -14.2% | 0.004% | |
7/25/2025 | CWM LLC | 2,877 | $343K | 0.0% | -4.0% | 0.005% | |
7/25/2025 | Concurrent Investment Advisors LLC | 22,974 | $2.74M | 0.1% | +2.9% | 0.039% | |
7/25/2025 | Johnson Investment Counsel Inc. | 20,623 | $2.46M | 0.0% | +3.9% | 0.035% | |
7/25/2025 | Apollon Wealth Management LLC | 2,817 | $336K | 0.0% | -14.8% | 0.005% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 2,405 | $286K | 0.0% | -23.4% | 0.004% | |
7/24/2025 | Comprehensive Money Management Services LLC | 8,276 | $986K | 0.7% | +8.0% | 0.014% | |
7/24/2025 | JFS Wealth Advisors LLC | 1,655 | $197K | 0.0% | -20.0% | 0.003% | |
7/24/2025 | Greenwood Gearhart Inc. | 159,110 | $18.95M | 1.2% | +7.1% | 0.271% | |
7/24/2025 | Strengthening Families & Communities LLC | 38,523 | $4.62M | 2.5% | -4.8% | 0.066% | |
7/24/2025 | Allen Wealth Management LLC | 93,550 | $11.14M | 7.8% | +0.6% | 0.159% | |
7/24/2025 | Blue Trust Inc. | 10,493 | $1.25M | 0.0% | +11.6% | 0.018% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 51,239 | $6.10M | 0.3% | +0.3% | 0.087% | |
7/24/2025 | IFP Advisors Inc | 1,297 | $155K | 0.0% | -46.8% | 0.002% | |
7/24/2025 | Blair William & Co. IL | 23,361 | $2.78M | 0.0% | -14.1% | 0.040% | |
7/24/2025 | Leo Wealth LLC | 1,708 | $203K | 0.0% | N/A | 0.003% | |
7/23/2025 | Valmark Advisers Inc. | 24,499 | $2.92M | 0.0% | -1.0% | 0.042% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 1,869 | $223K | 0.0% | -44.4% | 0.003% | |
7/23/2025 | Roundview Capital LLC | 64,280 | $7.66M | 0.5% | -1.3% | 0.109% | |
7/23/2025 | Seamount Financial Group Inc. | 25,011 | $2.98M | 1.5% | +3.5% | 0.043% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 7,364 | $877K | 0.0% | -29.1% | 0.013% | |
7/22/2025 | DAVENPORT & Co LLC | 4,745 | $565K | 0.0% | -21.4% | 0.008% | |
7/22/2025 | Keudell Morrison Wealth Management | 34,755 | $4.14M | 0.9% | +1.0% | 0.059% | |
7/22/2025 | Global Strategic Investment Solutions LLC | 12,746 | $1.52M | 0.2% | -2.3% | 0.022% | |
7/22/2025 | IVC Wealth Advisors LLC | 5,010 | $597K | 0.3% | -6.5% | 0.009% | |
7/22/2025 | Simplicity Wealth LLC | 2,000 | $238K | 0.0% | -79.1% | 0.003% | |
7/22/2025 | Olistico Wealth LLC | 3,296 | $393K | 0.2% | -9.2% | 0.006% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 2,188 | $261K | 0.0% | +20.3% | 0.004% | |
7/22/2025 | Noble Family Wealth LLC | 14,612 | $1.74M | 0.4% | -18.4% | 0.025% | |
7/22/2025 | Compass Financial Group INC SD | 2,875 | $342K | 0.1% | -31.0% | 0.005% | |
7/22/2025 | Accel Wealth Management | 23,871 | $2.84M | 0.9% | -50.4% | 0.041% | |
7/21/2025 | Curran Financial Partners LLC | 14,604 | $1.74M | 0.4% | +17.4% | 0.025% | |
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7/21/2025 | Ameritas Advisory Services LLC | 42,825 | $5.10M | 0.3% | -17.5% | 0.073% | |
7/21/2025 | Warner Financial Inc. | 3,761 | $448K | 0.2% | -43.1% | 0.006% | |
7/21/2025 | Exchange Capital Management Inc. | 6,557 | $781K | 0.1% | +25.2% | 0.011% | |
7/21/2025 | J. Safra Sarasin Holding AG | 2,900 | $345K | 0.0% | -17.1% | 0.005% | |
7/18/2025 | Institute for Wealth Management LLC. | 2,432 | $290K | 0.0% | -61.2% | 0.004% | |
7/18/2025 | O ROURKE & COMPANY Inc | 14,198 | $1.69M | 0.8% | -14.6% | 0.024% | |
7/18/2025 | Truist Financial Corp | 30,841 | $3.67M | 0.0% | -47.1% | 0.052% | |
7/17/2025 | HB Wealth Management LLC | 5,949 | $709K | 0.0% | -50.8% | 0.010% | |
7/17/2025 | Janney Montgomery Scott LLC | 23,548 | $2.81M | 0.0% | +7.3% | 0.040% | |
7/17/2025 | Fifth Third Securities Inc. | 14,581 | $1.74M | 0.1% | +8.8% | 0.025% | |