8/6/2025 | Mascagni Wealth Management Inc. | 55,351 | $5.44M | 4.6% | +8.9% | 0.114% | |
8/6/2025 | Golden State Wealth Management LLC | 8,175 | $803K | 0.1% | +19.6% | 0.017% | |
8/6/2025 | Commonwealth Equity Services LLC | 1,021,295 | $100.33M | 0.1% | -19.8% | 2.112% | |
8/6/2025 | Fairway Financial LLC | 6,392 | $628K | 0.5% | +5.9% | 0.013% | |
8/6/2025 | Centerpoint Advisory Group | 33,026 | $3.24M | 2.8% | -2.7% | 0.068% | |
8/6/2025 | Atlantic Union Bankshares Corp | 199,538 | $19.60M | 0.4% | N/A | 0.413% | |
8/6/2025 | New Millennium Group LLC | 42,392 | $4.17M | 2.3% | +1.2% | 0.088% | |
8/6/2025 | 360 Financial Inc. | 2,746 | $270K | 0.1% | -14.2% | 0.006% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 19,895 | $1.95M | 0.2% | +4.8% | 0.041% | |
8/5/2025 | Crestwood Advisors Group LLC | 268,159 | $26.34M | 0.5% | -9.9% | 0.555% | |
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8/5/2025 | Hunter Associates Investment Management LLC | 139,184 | $13.67M | 2.0% | +17.9% | 0.288% | |
8/5/2025 | Snider Financial Group | 51,284 | $5.04M | 1.5% | +3.5% | 0.106% | |
8/5/2025 | Sigma Planning Corp | 42,214 | $4.15M | 0.1% | -21.4% | 0.087% | |
8/4/2025 | NBZ Investment Advisors LLC | 100,125 | $9.84M | 5.6% | +3.3% | 0.207% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 18,222 | $1.79M | 0.1% | +7.1% | 0.038% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,571 | $253K | 0.0% | -7.4% | 0.005% | |
8/4/2025 | Kovack Advisors Inc. | 39,714 | $3.90M | 0.4% | -29.1% | 0.082% | |
8/4/2025 | IFG Advisory LLC | 12,204 | $1.20M | 0.1% | -3.0% | 0.025% | |
8/4/2025 | Atria Investments Inc | 3,962 | $389K | 0.0% | -73.8% | 0.008% | |
8/4/2025 | World Investment Advisors | 53,894 | $5.30M | 0.1% | +0.3% | 0.111% | |
8/4/2025 | Northwest Financial Advisors | 2,685 | $264K | 0.4% | -38.1% | 0.006% | |
8/1/2025 | Biltmore Family Office LLC | 14,467 | $1.42M | 0.2% | +6.8% | 0.029% | |
8/1/2025 | GGM Financials LLC | 8,018 | $788K | 0.2% | -54.6% | 0.016% | |
8/1/2025 | Reliant Investment Partners LLC | 7,522 | $739K | 0.6% | -11.1% | 0.015% | |
8/1/2025 | GWN Securities Inc. | 11,948 | $1.17M | 0.2% | -80.7% | 0.024% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 4,564 | $448K | 0.0% | N/A | 0.009% | |
8/1/2025 | Penobscot Wealth Management | 34,741 | $3.41M | 1.2% | +2.9% | 0.069% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 2,908 | $286K | 0.0% | N/A | 0.006% | |
8/1/2025 | Envestnet Asset Management Inc. | 493,472 | $48.48M | 0.0% | -14.7% | 0.981% | |
7/31/2025 | Mason & Associates Inc | 58,338 | $5.73M | 1.3% | +1.8% | 0.116% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 2,098 | $206K | 0.0% | -36.0% | 0.004% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 16,144 | $1.59M | 0.6% | +7.2% | 0.032% | |
7/31/2025 | WFA Asset Management Corp | 141,758 | $13.76M | 7.9% | +426.3% | 0.282% | |
7/30/2025 | KPP Advisory Services LLC | 187,923 | $18.46M | 3.0% | -2.2% | 0.374% | |
7/30/2025 | Roman Butler Fullerton & Co. | 14,117 | $1.47M | 0.4% | -7.5% | 0.028% | |
7/30/2025 | Bleakley Financial Group LLC | 115,642 | $11.36M | 0.3% | +55.3% | 0.230% | |
7/30/2025 | Principle Wealth Partners LLC | 67,824 | $6.66M | 0.4% | -6.0% | 0.135% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 101,182 | $9.94M | 1.3% | +124.9% | 0.201% | |
7/30/2025 | Family Capital Management Inc. | 30,181 | $2.97M | 1.6% | +9.7% | 0.060% | |
7/30/2025 | Brookstone Capital Management | 4,493 | $441K | 0.0% | +22.0% | 0.009% | |
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7/30/2025 | Cullen Frost Bankers Inc. | 4,616 | $453K | 0.0% | +90.8% | 0.009% | |
7/30/2025 | Pacific Sun Financial Corp | 10,430 | $1.03M | 0.5% | +1.6% | 0.021% | |
7/30/2025 | Syntegra Private Wealth Group LLC | 205,463 | $20.19M | 2.1% | -67.9% | 0.408% | |
7/30/2025 | Liberty One Investment Management LLC | 57,150 | $5.61M | 0.6% | +0.5% | 0.114% | |
7/30/2025 | Atlantic Edge Private Wealth Management LLC | 30,091 | $2.96M | 0.8% | -33.6% | 0.060% | |
7/30/2025 | Journey Advisory Group LLC | 43,385 | $4.26M | 0.3% | -1.7% | 0.086% | |
7/30/2025 | Bogart Wealth LLC | 1,550 | $152K | 0.0% | -51.3% | 0.003% | |
7/29/2025 | Alaska Wealth Advisors | 6,234 | $612K | 0.1% | -15.9% | 0.012% | |
7/29/2025 | Altus Wealth Group LLC | 89,896 | $8.83M | 3.9% | +0.7% | 0.179% | |
7/29/2025 | Liberty Square Wealth Partners LLC | 44,819 | $4.40M | 1.5% | +33.4% | 0.089% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 39,169 | $3.85M | 0.1% | +0.4% | 0.078% | |
7/29/2025 | Stratos Wealth Partners LTD. | 156,702 | $15.39M | 0.2% | +28.8% | 0.312% | |
7/29/2025 | Private Trust Co. NA | 2,814 | $276K | 0.0% | -50.2% | 0.006% | |
7/29/2025 | Harbor Asset Planning Inc. | 25,963 | $2.55M | 2.4% | N/A | 0.052% | |
7/28/2025 | Sagace Wealth Management LLC | 35,379 | $3.48M | 2.6% | -9.5% | 0.070% | |
7/28/2025 | Mutual Advisors LLC | 4,612 | $481K | 0.0% | +37.2% | 0.009% | |
7/28/2025 | DORVAL Corp | 13,514 | $1.33M | 0.5% | +43.9% | 0.027% | |
7/28/2025 | Harbour Investments Inc. | 61,949 | $6.09M | 0.2% | +17.4% | 0.123% | |
7/28/2025 | Brown Financial Advisory | 4,229 | $415K | 0.2% | +23.5% | 0.008% | |
7/28/2025 | Axxcess Wealth Management LLC | 3,890 | $382K | 0.0% | -12.9% | 0.008% | |
7/25/2025 | Priebe Wealth Holdings LLC | 21,661 | $2.13M | 1.8% | +4.0% | 0.043% | |
7/25/2025 | Atria Wealth Solutions Inc. | 82,783 | $8.15M | 0.2% | -45.4% | 0.165% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 14,110 | $1.39M | 0.0% | -55.4% | 0.028% | |
7/25/2025 | Concord Asset Management LLC VA | 80,358 | $7.89M | 1.2% | +1.8% | 0.160% | |
7/25/2025 | Sequoia Financial Advisors LLC | 3,498 | $344K | 0.0% | -4.4% | 0.007% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 2,198 | $216K | 0.1% | -49.0% | 0.004% | |
7/25/2025 | MGO One Seven LLC | 74,297 | $7.30M | 0.2% | -10.9% | 0.148% | |
7/25/2025 | Stephens Consulting LLC | 11,714 | $1.15M | 0.3% | -69.5% | 0.023% | |
7/25/2025 | CWM LLC | 12,678 | $1.25M | 0.0% | +18.6% | 0.025% | |
7/25/2025 | Wealth Advisory Team LLC | 33,613 | $3.30M | 3.1% | N/A | 0.067% | |
7/25/2025 | Johnson Investment Counsel Inc. | 3,678 | $361K | 0.0% | +4.5% | 0.007% | |
7/24/2025 | Trust Co. of Toledo NA OH | 160,283 | $15.75M | 1.7% | N/A | 0.319% | |
7/24/2025 | Eastern Bank | 37,249 | $3.66M | 0.1% | -32.6% | 0.074% | |
7/24/2025 | IFP Advisors Inc | 1,278 | $125K | 0.0% | -7.3% | 0.003% | |
7/24/2025 | Live Oak Investment Partners | 43,184 | $4.24M | 3.3% | -2.1% | 0.086% | |
7/23/2025 | Opulen Financial Group LLC | 10,154 | $998K | 0.8% | -2.6% | 0.020% | |
7/23/2025 | Sax Wealth Advisors LLC | 149,524 | $14.69M | 0.9% | +28.4% | 0.297% | |
7/23/2025 | Venturi Wealth Management LLC | 23,863 | $2.34M | 0.1% | +7.9% | 0.047% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 27,805 | $2.73M | 0.2% | -11.8% | 0.055% | |
7/23/2025 | Elm3 Financial Group LLC | 4,892 | $481K | 0.4% | -42.7% | 0.010% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 4,211 | $414K | 0.0% | +7.6% | 0.008% | |
7/22/2025 | HRC Wealth Management LLC | 3,849 | $378K | 0.2% | -11.4% | 0.008% | |
7/22/2025 | Valley National Advisers Inc. | 451 | $44K | 0.0% | -48.0% | 0.001% | |
7/22/2025 | Duncan Williams Asset Management LLC | 23,150 | $2.27M | 0.3% | -9.4% | 0.046% | |
7/22/2025 | Global Assets Advisory LLC | 2,451 | $243K | 0.1% | -73.0% | 0.005% | |
7/22/2025 | Merit Financial Group LLC | 91,960 | $9.03M | 0.1% | -3.0% | 0.183% | |
7/22/2025 | Brown Miller Wealth Management LLC | 15,853 | $1.56M | 0.5% | +5.9% | 0.032% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 66,528 | $6.54M | 0.1% | +20.9% | 0.132% | |
7/22/2025 | Berger Financial Group Inc | 7,574 | $744K | 0.0% | -3.6% | 0.015% | |
7/22/2025 | USAdvisors Wealth Management LLC | 65,497 | $6.44M | 2.4% | -0.3% | 0.130% | |
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7/21/2025 | Precedent Wealth Partners LLC | 78,742 | $7.74M | 1.9% | +7.7% | 0.157% | |
7/21/2025 | Ameritas Advisory Services LLC | 37,594 | $3.69M | 0.2% | -15.8% | 0.075% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 67,580 | $6.64M | 2.4% | +6.6% | 0.134% | |
7/18/2025 | Consolidated Planning Corp | 39,168 | $3.85M | 0.5% | -3.4% | 0.078% | |
7/18/2025 | Madrona Financial Services LLC | 116,068 | $11.40M | 2.7% | +3.4% | 0.231% | |
7/18/2025 | Trilogy Capital Inc. | 328,016 | $32.22M | 1.6% | -3.1% | 0.652% | |
7/18/2025 | Lynx Investment Advisory | 2,173 | $213K | 0.1% | N/A | 0.004% | |
7/18/2025 | Truist Financial Corp | 10,689 | $1.05M | 0.0% | -37.6% | 0.021% | |
7/17/2025 | Trivium Point Advisory LLC | 73,938 | $7.26M | 0.8% | +4.2% | 0.147% | |
7/17/2025 | Janney Montgomery Scott LLC | 107,376 | $10.55M | 0.0% | -0.2% | 0.213% | |