8/8/2025 | SBI Securities Co. Ltd. | 2,868 | $541K | 0.0% | +6.4% | 0.010% | |
8/7/2025 | Verus Capital Partners LLC | 2,216 | $418K | 0.0% | -15.0% | 0.008% | |
8/7/2025 | Allworth Financial LP | 19,914 | $3.76M | 0.0% | +1.3% | 0.069% | |
8/6/2025 | Prospera Financial Services Inc | 12,679 | $2.39M | 0.0% | +31.6% | 0.044% | |
8/6/2025 | RWA Wealth Partners LLC | 14,650 | $2.77M | 0.0% | -4.8% | 0.051% | |
8/6/2025 | AE Wealth Management LLC | 3,121 | $589K | 0.0% | -9.5% | 0.011% | |
8/6/2025 | RPS Advisory Solutions LLC | 4,974 | $939K | 0.5% | +1.6% | 0.017% | |
8/6/2025 | Savant Capital LLC | 38,269 | $7.22M | 0.0% | -3.2% | 0.132% | |
8/6/2025 | OneAscent Wealth Management LLC | 1,263 | $238K | 0.1% | -37.6% | 0.004% | |
8/6/2025 | Stonebridge Financial Planning Group LLC | 9,542 | $1.80M | 0.8% | -8.3% | 0.033% | |
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8/5/2025 | HFG Advisors Inc. | 12,519 | $2.36M | 1.9% | +6.4% | 0.043% | |
8/5/2025 | Huntington National Bank | 1,067 | $201K | 0.0% | +106,600.0% | 0.004% | |
8/5/2025 | Sigma Planning Corp | 2,203 | $416K | 0.0% | +3.1% | 0.008% | |
8/5/2025 | TIAA Trust National Association | 1,127 | $213K | 0.0% | N/A | 0.004% | |
8/4/2025 | AlphaStar Capital Management LLC | 2,936 | $554K | 0.0% | N/A | 0.010% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 3,078 | $581K | 0.0% | +11.8% | 0.011% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 1,332 | $251K | 0.0% | -10.4% | 0.005% | |
8/4/2025 | Kovack Advisors Inc. | 1,174 | $222K | 0.0% | -7.1% | 0.004% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 80,381 | $15.17M | 0.3% | -6.8% | 0.277% | |
8/4/2025 | Savvy Advisors Inc. | 1,125 | $212K | 0.0% | N/A | 0.004% | |
8/4/2025 | Grant Street Asset Management Inc. | 147,933 | $27.92M | 6.3% | +2.2% | 0.510% | |
8/4/2025 | Assetmark Inc. | 2,911 | $549K | 0.0% | +255.4% | 0.010% | |
8/4/2025 | Keybank National Association OH | 21,235 | $4.01M | 0.0% | -1.6% | 0.073% | |
8/4/2025 | Spire Wealth Management | 345 | $65K | 0.0% | -55.7% | 0.001% | |
8/4/2025 | Arkadios Wealth Advisors | 2,100 | $396K | 0.0% | +12.5% | 0.007% | |
8/4/2025 | World Investment Advisors | 6,298 | $1.19M | 0.0% | -2.2% | 0.022% | |
8/4/2025 | Flagship Harbor Advisors LLC | 14,697 | $2.77M | 0.1% | -3.2% | 0.051% | |
8/4/2025 | Quaker Wealth Management LLC | 276 | $52K | 0.0% | -200.0% | 0.001% | |
8/1/2025 | Zhang Financial LLC | 106,781 | $20.15M | 0.9% | -2.0% | 0.368% | |
8/1/2025 | Advisory Alpha LLC | 4,387 | $828K | 0.0% | -2.8% | 0.015% | |
8/1/2025 | Envestnet Asset Management Inc. | 157,842 | $29.79M | 0.0% | -3.3% | 0.544% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 1,450 | $274K | 0.0% | -5.5% | 0.005% | |
7/31/2025 | Avion Wealth | 6,699 | $1.26M | 0.3% | -10.7% | 0.023% | |
7/30/2025 | Strategic Blueprint LLC | 1,421 | $268K | 0.0% | -29.3% | 0.005% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 2,690 | $508K | 0.2% | N/A | 0.009% | |
7/30/2025 | Brookstone Capital Management | 16,333 | $3.08M | 0.0% | +41.4% | 0.056% | |
7/30/2025 | Phillips Financial Management LLC | 104,551 | $19.73M | 1.4% | -2.0% | 0.361% | |
7/30/2025 | Arbor Investment Advisors LLC | 3,897 | $735K | 0.1% | +30.2% | 0.013% | |
7/30/2025 | WBH Advisory Inc. | 20,867 | $3.94M | 0.3% | -22.7% | 0.072% | |
7/29/2025 | First Bancorp Inc ME | 16,097 | $3.04M | 1.7% | -0.4% | 0.056% | |
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7/29/2025 | Signature Estate & Investment Advisors LLC | 2,563 | $484K | 0.0% | +31.2% | 0.009% | |
7/29/2025 | Koshinski Asset Management Inc. | 1,156 | $218K | 0.0% | N/A | 0.004% | |
7/29/2025 | Stordahl Capital Management Inc. | 228,178 | $43.06M | 9.6% | -3.6% | 0.787% | |
7/29/2025 | Stratos Wealth Partners LTD. | 5,349 | $1.01M | 0.0% | +10.8% | 0.018% | |
7/29/2025 | Stratos Wealth Advisors LLC | 29,110 | $5.49M | 0.3% | -0.4% | 0.100% | |
7/28/2025 | Mutual Advisors LLC | 34,856 | $6.75M | 0.2% | +4.3% | 0.120% | |
7/28/2025 | Harbour Investments Inc. | 3,805 | $718K | 0.0% | -7.3% | 0.013% | |
7/28/2025 | Innova Wealth Partners | 1,078 | $203K | 0.1% | N/A | 0.004% | |
7/28/2025 | RFG Advisory LLC | 2,558 | $483K | 0.0% | +15.4% | 0.009% | |
7/28/2025 | Axxcess Wealth Management LLC | 2,700 | $510K | 0.0% | +26.8% | 0.009% | |
7/25/2025 | Atria Wealth Solutions Inc. | 14,747 | $2.79M | 0.1% | -11.9% | 0.051% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 7,450 | $1.41M | 0.0% | -19.7% | 0.026% | |
7/25/2025 | Sequoia Financial Advisors LLC | 1,291 | $244K | 0.0% | N/A | 0.004% | |
7/25/2025 | MGO One Seven LLC | 46,612 | $8.80M | 0.3% | -50.6% | 0.161% | |
7/25/2025 | CWM LLC | 2,273 | $429K | 0.0% | +41.5% | 0.008% | |
7/25/2025 | Concurrent Investment Advisors LLC | 1,524 | $288K | 0.0% | N/A | 0.005% | |
7/25/2025 | Apollon Financial LLC | 6,551 | $1.24M | 0.3% | +1.5% | 0.023% | |
7/25/2025 | Avion Wealth | 7,080 | $1.30M | 0.3% | -5.6% | 0.024% | |
7/24/2025 | Conning Inc. | 26,775 | $5.05M | 0.2% | N/A | 0.092% | |
7/24/2025 | Von Berge Wealth Management Group LLC | 6,508 | $1.25M | 0.7% | +2.7% | 0.022% | |
7/24/2025 | Greenwood Gearhart Inc. | 1,371 | $259K | 0.0% | -88.1% | 0.005% | |
7/24/2025 | Blue Trust Inc. | 59,323 | $11.20M | 0.1% | +1.0% | 0.205% | |
7/24/2025 | Beacon Bridge Wealth Partners LLC | 8,728 | $1.65M | 0.7% | -1.0% | 0.030% | |
7/24/2025 | Blair William & Co. IL | 26,950 | $5.09M | 0.0% | +27.9% | 0.093% | |
7/24/2025 | US Bancorp DE | 6,565 | $1.24M | 0.0% | +4.7% | 0.023% | |
7/23/2025 | Beaumont Asset Management L.L.C. | 5,219 | $985K | 0.5% | -10.2% | 0.018% | |
7/23/2025 | AMI Investment Management Inc. | 1,391 | $262K | 0.1% | N/A | 0.005% | |
7/23/2025 | Valmark Advisers Inc. | 21,802 | $4.11M | 0.1% | +60.8% | 0.075% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 1,178 | $222K | 0.0% | -65.4% | 0.004% | |
7/23/2025 | Roundview Capital LLC | 2,425 | $458K | 0.0% | -14.5% | 0.008% | |
7/22/2025 | Relyea Zuckerberg Hanson LLC | 50,973 | $9.62M | 1.1% | -8.1% | 0.176% | |
7/22/2025 | Belpointe Asset Management LLC | 4,305 | $812K | 0.0% | +76.6% | 0.015% | |
7/22/2025 | DAVENPORT & Co LLC | 4,405 | $831K | 0.0% | +1.6% | 0.015% | |
7/22/2025 | Merit Financial Group LLC | 80,411 | $15.17M | 0.2% | -1.3% | 0.277% | |
7/22/2025 | Verus Wealth Management LLC | 3,798 | $717K | 0.7% | +4.4% | 0.013% | |
7/22/2025 | Berger Financial Group Inc | 1,080 | $204K | 0.0% | N/A | 0.004% | |
7/22/2025 | Gutierrez Wealth Advisory LLC | 1,131 | $213K | 0.1% | N/A | 0.004% | |
7/21/2025 | Fortis Capital Advisors LLC | 3,183 | $601K | 0.1% | +30.6% | 0.011% | |
7/21/2025 | Ameritas Advisory Services LLC | 34,208 | $6.46M | 0.3% | -1.8% | 0.118% | |
7/18/2025 | Centricity Wealth Management LLC | 18,903 | $3.57M | 2.9% | -1.4% | 0.065% | |
7/18/2025 | Lowery Thomas LLC | 5,684 | $1.07M | 0.7% | -1.7% | 0.020% | |
7/18/2025 | Consolidated Portfolio Review Corp | 3,227 | $609K | 0.1% | -2.3% | 0.011% | |
7/18/2025 | Truist Financial Corp | 30,159 | $5.69M | 0.0% | -69.8% | 0.104% | |
7/17/2025 | Bluesphere Advisors LLC | 8,458 | $1.60M | 0.8% | -7.4% | 0.029% | |
7/17/2025 | Janney Montgomery Scott LLC | 19,419 | $3.67M | 0.0% | -3.9% | 0.067% | |
7/17/2025 | Fifth Third Securities Inc. | 12,791 | $2.41M | 0.2% | +24.7% | 0.044% | |
7/17/2025 | Beacon Capital Management LLC | 102,503 | $19.34M | 2.6% | -12.2% | 0.353% | |
7/17/2025 | KWB Wealth | 5,820 | $1.07M | 0.1% | -2.2% | 0.020% | |
7/16/2025 | Ascent Capital Management LLC | 11,047 | $2.09M | 1.9% | -7.9% | 0.038% | |
7/16/2025 | Encompass Wealth Advisors LLC | 13,915 | $2.63M | 1.0% | +7.5% | 0.048% | |
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7/15/2025 | Beacon Financial Planning Inc. | 9,504 | $1.79M | 1.0% | +3.8% | 0.033% | |
7/15/2025 | Santori & Peters Inc. | 4,198 | $792K | 0.3% | +4.9% | 0.014% | |
7/15/2025 | North Star Investment Management Corp. | 20,103 | $3.79M | 0.3% | +4.1% | 0.069% | |
7/15/2025 | Signet Financial Management LLC | 19,132 | $3.61M | 0.5% | -2.3% | 0.066% | |
7/15/2025 | Verum Partners LLC | 4,526 | $854K | 0.2% | -9.7% | 0.016% | |
7/15/2025 | TD Private Client Wealth LLC | 10,115 | $1.91M | 0.0% | -3.5% | 0.035% | |
7/15/2025 | Mather Group LLC. | 67,298 | $12.70M | 0.1% | -2.7% | 0.232% | |
7/15/2025 | Shulman DeMeo Asset Management LLC | 2,321 | $438K | 0.1% | -25.8% | 0.008% | |
7/15/2025 | Lynch & Associates IN | 1,300 | $245K | 0.0% | -8.8% | 0.004% | |
7/15/2025 | CGN Advisors LLC | 1,608 | $303K | 0.0% | N/A | 0.006% | |