8/1/2025 | Envestnet Asset Management Inc. | 253,264 | $13.76M | 0.0% | -3.6% | 0.826% | |
7/31/2025 | Leavell Investment Management Inc. | 29,683 | $1.62M | 0.1% | -4.0% | 0.097% | |
7/31/2025 | Trademark Financial Management LLC | 18,155 | $986K | 0.6% | N/A | 0.059% | |
7/30/2025 | KPP Advisory Services LLC | 95,105 | $5.17M | 0.9% | -3.4% | 0.310% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 4,021 | $218K | 0.0% | -33.4% | 0.013% | |
7/30/2025 | Family Capital Management Inc. | 84,072 | $4.57M | 2.4% | -0.3% | 0.274% | |
7/30/2025 | D.A. Davidson & CO. | 14,660 | $796K | 0.0% | +1.7% | 0.048% | |
7/30/2025 | Bogart Wealth LLC | 740,023 | $40.19M | 1.7% | +3.8% | 2.414% | |
7/29/2025 | International Assets Investment Management LLC | 3,964 | $215K | 0.0% | -14.0% | 0.013% | |
7/29/2025 | Stratos Wealth Partners LTD. | 32,556 | $1.77M | 0.0% | -2.6% | 0.106% | |
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7/29/2025 | Riverbend Wealth Management LLC | 31,734 | $1.72M | 1.3% | +2.5% | 0.104% | |
7/29/2025 | Stratos Investment Management LLC | 195,190 | $10.60M | 0.5% | +1.1% | 0.637% | |
7/29/2025 | Empirical Asset Management LLC | 29,809 | $1.62M | 0.5% | +1.2% | 0.097% | |
7/28/2025 | Mutual Advisors LLC | 30,549 | $1.70M | 0.0% | +36.6% | 0.100% | |
7/28/2025 | Harbour Investments Inc. | 13,575 | $737K | 0.0% | -52.2% | 0.044% | |
7/28/2025 | Axxcess Wealth Management LLC | 14,225 | $773K | 0.0% | -1.6% | 0.046% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 6,052 | $329K | 0.0% | -26.9% | 0.020% | |
7/25/2025 | MGO One Seven LLC | 16,383 | $890K | 0.0% | +9.5% | 0.053% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 23,480 | $1.28M | 0.5% | -4.6% | 0.077% | |
7/25/2025 | CWM LLC | 1,069,726 | $58.10M | 0.2% | -25.8% | 3.490% | |
7/24/2025 | Ridgeline Wealth Planning LLC | 34,534 | $1.88M | 1.5% | +26.5% | 0.113% | |
7/24/2025 | IFP Advisors Inc | 92,622 | $5.03M | 0.1% | -8.7% | 0.302% | |
7/24/2025 | Leo Wealth LLC | 59,202 | $3.22M | 0.2% | N/A | 0.193% | |
7/22/2025 | MBL Wealth LLC | 5,575 | $303K | 0.0% | N/A | 0.018% | |
7/22/2025 | Berger Financial Group Inc | 43,815 | $2.38M | 0.2% | -7.6% | 0.143% | |
7/21/2025 | AIFG Consultants Ltd. | 32,268 | $1.75M | 3.4% | -3.5% | 0.105% | |
7/21/2025 | Ameritas Advisory Services LLC | 969 | $53K | 0.0% | N/A | 0.003% | |
7/18/2025 | Vicus Capital | 41,041 | $2.23M | 0.2% | +693.1% | 0.134% | |
7/18/2025 | Financial Consulate Inc. | 359,563 | $19.53M | 3.9% | +8.0% | 1.173% | |
7/17/2025 | Eagle Wealth Strategies LLC | 192,333 | $10.45M | 5.8% | -2.1% | 0.628% | |
7/17/2025 | Janney Montgomery Scott LLC | 159,024 | $8.64M | 0.0% | +12.6% | 0.519% | |
7/17/2025 | Fort Washington Investment Advisors Inc. OH | 54,160 | $2.94M | 0.0% | +284.1% | 0.177% | |
7/17/2025 | Clear Point Advisors Inc. | 10,750 | $584K | 0.5% | -15.2% | 0.035% | |
7/16/2025 | Beaumont Financial Advisors LLC | 15,995 | $869K | 0.1% | -2.9% | 0.052% | |
7/16/2025 | Perigon Wealth Management LLC | 46,872 | $2.55M | 0.1% | -1.5% | 0.153% | |
7/16/2025 | Moneywise Inc. | 31,152 | $1.69M | 0.8% | -18.3% | 0.102% | |
7/15/2025 | Axis Wealth Partners LLC | 6,023 | $327K | 0.2% | +25.0% | 0.020% | |
7/15/2025 | Sheets Smith Wealth Management | 14,280 | $776K | 0.1% | N/A | 0.047% | |
7/14/2025 | Harbor Group Inc. | 634,722 | $34.49M | 6.1% | +25.8% | 2.071% | |
7/14/2025 | Park Avenue Securities LLC | 13,644 | $741K | 0.0% | N/A | 0.045% | |
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7/11/2025 | Farther Finance Advisors LLC | 8,513 | $462K | 0.0% | -62.2% | 0.028% | |
7/11/2025 | Thomasville National Bank | 78,915 | $4.29M | 0.3% | -13.7% | 0.257% | |
7/11/2025 | Sherrill & Hutchins Financial Advisory Inc | 174,064 | $9.45M | 7.3% | +44.1% | 0.568% | |
7/10/2025 | Orgel Wealth Management LLC | 1,340,239 | $72.79M | 1.8% | -9.4% | 4.373% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 169,834 | $9.22M | 1.2% | +5.0% | 0.554% | |
7/10/2025 | KMG Fiduciary Partners LLC | 80,272 | $4.36M | 0.3% | +9.4% | 0.262% | |
7/10/2025 | Focus Financial Network Inc. | 40,063 | $2.19M | 0.1% | +14.6% | 0.131% | |
7/7/2025 | Nova Wealth Management Inc. | 475 | $26K | 0.0% | -48.5% | 0.002% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 24,908 | $1.35M | 0.2% | +722.3% | 0.081% | |
5/28/2025 | Intrua Financial LLC | 3,992 | $212K | 0.0% | N/A | 0.013% | |
5/21/2025 | Geneos Wealth Management Inc. | 80,862 | $4.29M | 0.1% | +4.0% | 0.271% | |
5/19/2025 | Jane Street Group LLC | 28,827 | $1.53M | 0.0% | N/A | 0.101% | |
5/16/2025 | Redwood Financial Network Corp | 11,205 | $594K | 0.5% | +2.6% | 0.039% | |
5/16/2025 | NewEdge Advisors LLC | 735 | $39K | 0.0% | -75.8% | 0.003% | |
5/16/2025 | AQR Capital Management LLC | 22,378 | $1.19M | 0.0% | -7.1% | 0.078% | |
5/16/2025 | Algorithmic Investment Models LLC | 89,586 | $4.75M | 3.5% | -6.5% | 0.313% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 332,994 | $17.65M | 0.1% | +61.0% | 1.164% | |
5/15/2025 | Royal Bank of Canada | 350,852 | $18.60M | 0.0% | +22.1% | 1.227% | |
5/14/2025 | WCG Wealth Advisors LLC | 80,606 | $4.27M | 0.3% | +508.5% | 0.282% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 333,518 | $17.68M | 0.0% | -37.8% | 1.166% | |
5/14/2025 | Kestra Advisory Services LLC | 67,031 | $3.55M | 0.0% | +0.4% | 0.234% | |
5/14/2025 | Ameriprise Financial Inc. | 2,600,056 | $137.87M | 0.0% | +37.7% | 9.091% | |
5/14/2025 | M Holdings Securities Inc. | 43,688 | $2.32M | 0.4% | N/A | 0.153% | |
5/13/2025 | Raymond James Financial Inc. | 1,694,427 | $89.82M | 0.0% | -0.4% | 5.925% | |
5/13/2025 | HighTower Advisors LLC | 447,106 | $23.70M | 0.0% | N/A | 1.563% | |
5/12/2025 | Integrity Financial Corp WA | 26,022 | $1.38M | 0.8% | +2.3% | 0.091% | |
5/12/2025 | National Bank of Canada FI | 500 | $27K | 0.0% | -46.7% | 0.002% | |
5/9/2025 | Atria Wealth Solutions Inc. | 10,831 | $574K | 0.0% | +2.8% | 0.038% | |
5/8/2025 | IFG Advisory LLC | 5,213 | $276K | 0.0% | N/A | 0.018% | |
5/8/2025 | ProVise Management Group LLC | 9,442 | $501K | 0.0% | +2.4% | 0.033% | |
5/8/2025 | Certified Advisory Corp | 67,480 | $3.58M | 0.4% | -0.9% | 0.236% | |
5/8/2025 | Harbour Investments Inc. | 28,403 | $1.51M | 0.0% | +33.3% | 0.099% | |
5/8/2025 | Geneos Wealth Management Inc. | 89,768 | $4.76M | 0.1% | +15.5% | 0.314% | |
5/7/2025 | LPL Financial LLC | 2,586,118 | $137.09M | 0.1% | +2.3% | 9.042% | |
5/6/2025 | Cetera Investment Advisers | 552,890 | $29.31M | 0.1% | +48.9% | 1.933% | |
5/6/2025 | Avantax Advisory Services Inc. | 124,003 | $6.57M | 0.0% | -3.8% | 0.434% | |
5/6/2025 | Landmark Wealth Management Inc. | 34,418 | $1.83M | 0.9% | -8.3% | 0.120% | |
5/6/2025 | AllGen Financial Advisors Inc. | 92,339 | $4.90M | 1.4% | N/A | 0.323% | |
5/6/2025 | Flynn Zito Capital Management LLC | 317,710 | $16.84M | 7.7% | +35.1% | 1.111% | |
5/5/2025 | Hazlett Burt & Watson Inc. | 24,623 | $1.31M | 0.6% | +5.4% | 0.086% | |
5/5/2025 | IFP Advisors Inc | 101,398 | $5.38M | 0.2% | -4.6% | 0.355% | |
5/5/2025 | Kestra Private Wealth Services LLC | 116,035 | $6.15M | 0.1% | +5.9% | 0.406% | |
5/5/2025 | Private Advisor Group LLC | 530,426 | $28.12M | 0.2% | +37.8% | 1.855% | |
5/2/2025 | Kingsview Wealth Management LLC | 24,983 | $1.32M | 0.0% | +8.4% | 0.087% | |
5/2/2025 | Larson Financial Group LLC | 29,511 | $1.56M | 0.1% | N/A | 0.103% | |
5/2/2025 | Bogart Wealth LLC | 713,082 | $37.80M | 1.8% | +0.9% | 2.493% | |
5/2/2025 | Sigma Planning Corp | 22,824 | $1.21M | 0.0% | -16.9% | 0.080% | |
5/1/2025 | CWM LLC | 1,441,503 | $76.41M | 0.3% | +19.2% | 5.040% | |
4/30/2025 | Adapt Wealth Advisors LLC | 161,811 | $8.58M | 4.2% | +5.5% | 0.566% | |
4/30/2025 | Axxcess Wealth Management LLC | 14,452 | $766K | 0.0% | +2.2% | 0.051% | |
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4/30/2025 | Ridgeline Wealth Planning LLC | 27,304 | $1.45M | 1.4% | N/A | 0.095% | |
4/30/2025 | Stratos Wealth Partners LTD. | 33,428 | $1.77M | 0.0% | -9.6% | 0.117% | |
4/30/2025 | Stratos Investment Management LLC | 192,979 | $10.23M | 0.5% | +19.0% | 0.675% | |
4/29/2025 | Byrne Financial Freedom LLC | 118,046 | $6.26M | 3.6% | -3.2% | 0.413% | |
4/29/2025 | Envestnet Asset Management Inc. | 262,673 | $13.92M | 0.0% | +26.5% | 0.918% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 7,963 | $422K | 0.2% | +36.7% | 0.028% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 6,041 | $320K | 0.0% | N/A | 0.021% | |
4/28/2025 | D.A. Davidson & CO. | 14,414 | $764K | 0.0% | +5.5% | 0.050% | |
4/28/2025 | Mutual Advisors LLC | 22,370 | $1.14M | 0.0% | +111.7% | 0.078% | |
4/28/2025 | Axis Wealth Partners LLC | 4,817 | $255K | 0.2% | +6.8% | 0.017% | |