9/4/2025 | Osaic Holdings Inc. | 60,170 | $1.76M | 0.0% | +27.4% | 0.444% | |
8/18/2025 | Geneos Wealth Management Inc. | 33,761 | $987K | 0.0% | +14.1% | 0.249% | |
8/15/2025 | Equitable Holdings Inc. | 217,896 | $6.37M | 0.1% | +56.0% | 1.608% | |
8/15/2025 | Snowden Capital Advisors LLC | 10,695 | $313K | 0.0% | -3.8% | 0.079% | |
8/15/2025 | MML Investors Services LLC | 24,368 | $713K | 0.0% | +180.6% | 0.180% | |
8/15/2025 | Modern Wealth Management LLC | 82,873 | $2.42M | 0.1% | -2.0% | 0.612% | |
8/15/2025 | Bank of America Corp DE | 54,422 | $1.59M | 0.0% | -20.6% | 0.402% | |
8/14/2025 | Raymond James Financial Inc. | 475,551 | $13.91M | 0.0% | +6.3% | 3.510% | |
8/14/2025 | Betterment LLC | 30,311 | $886K | 0.0% | -11.6% | 0.224% | |
8/14/2025 | Napa Wealth Management | 49,746 | $1.46M | 0.7% | -44.1% | 0.367% | |
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8/14/2025 | NewEdge Advisors LLC | 35,142 | $1.03M | 0.0% | +6.0% | 0.259% | |
8/14/2025 | CoreFirst Bank & Trust | 49,145 | $1.44M | 0.8% | +7.8% | 0.363% | |
8/13/2025 | Flow Traders U.S. LLC | 39,979 | $1.17M | 0.0% | N/A | 0.295% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 17,176 | $502K | 0.0% | N/A | 0.127% | |
8/12/2025 | Intellus Advisors LLC | 550,926 | $16.11M | 2.4% | +2.2% | 4.066% | |
8/12/2025 | Cowa LLC | 7,525 | $220K | 0.1% | N/A | 0.056% | |
8/11/2025 | United Advisor Group LLC | 141,705 | $4.14M | 0.7% | +2.0% | 1.046% | |
8/11/2025 | Rothschild Investment LLC | 529,701 | $15.49M | 1.0% | +3.2% | 3.909% | |
8/8/2025 | Cetera Investment Advisers | 11,658 | $341K | 0.0% | +17.6% | 0.086% | |
8/6/2025 | Aspect Partners LLC | 103,622 | $3.03M | 1.5% | +4.9% | 0.765% | |
8/5/2025 | Kesler Norman & Wride LLC | 92,764 | $2.71M | 0.5% | -5.6% | 0.685% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 8,313 | $243K | 0.0% | N/A | 0.061% | |
8/4/2025 | IFG Advisory LLC | 6,846 | $200K | 0.0% | N/A | 0.051% | |
8/4/2025 | Atria Investments Inc | 7,791 | $228K | 0.0% | N/A | 0.057% | |
8/4/2025 | Savvy Advisors Inc. | 91,786 | $2.68M | 0.2% | -5.3% | 0.677% | |
8/4/2025 | Arkadios Wealth Advisors | 96,464 | $2.82M | 0.1% | N/A | 0.712% | |
8/4/2025 | World Investment Advisors | 12,282 | $359K | 0.0% | +11.7% | 0.091% | |
8/1/2025 | GWN Securities Inc. | 12,164 | $356K | 0.1% | -4.5% | 0.090% | |
8/1/2025 | Envestnet Asset Management Inc. | 28,012 | $819K | 0.0% | +12.0% | 0.207% | |
7/31/2025 | Opus Capital Group LLC | 306,537 | $8.96M | 1.1% | -1.0% | 2.262% | |
7/31/2025 | Longview Financial Advisors Inc. | 431,559 | $12.62M | 10.7% | +4.2% | 3.185% | |
7/30/2025 | Brookstone Capital Management | 99,091 | $2.90M | 0.0% | N/A | 0.731% | |
7/30/2025 | D.A. Davidson & CO. | 34,401 | $1.01M | 0.0% | -21.8% | 0.254% | |
7/25/2025 | CWM LLC | 586,766 | $17.16M | 0.1% | +17.5% | 4.330% | |
7/22/2025 | DAVENPORT & Co LLC | 12,142 | $355K | 0.0% | +16.8% | 0.090% | |
7/21/2025 | Greenwood Capital Associates LLC | 36,252 | $1.06M | 0.1% | +33.0% | 0.268% | |
7/17/2025 | Smith Anglin Financial LLC | 1,747,389 | $51.09M | 4.6% | +7.2% | 12.896% | |
7/17/2025 | Fifth Third Securities Inc. | 16,723 | $489K | 0.0% | N/A | 0.123% | |
7/15/2025 | Verum Partners LLC | 179,995 | $5.26M | 1.2% | -13.8% | 1.328% | |
7/15/2025 | Oregon Pacific Wealth Management LLC | 104,988 | $3.07M | 2.9% | -3.7% | 0.775% | |
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7/10/2025 | Exchange Traded Concepts LLC | 147,548 | $4.31M | 0.1% | -1.4% | 1.089% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 52,004 | $1.52M | 0.0% | +3.9% | 0.384% | |
7/9/2025 | Fermata Advisors LLC | 174,053 | $5.09M | 1.4% | +2.7% | 1.285% | |
6/2/2025 | Modern Wealth Management LLC | 84,596 | $2.28M | 0.1% | +12.6% | 0.651% | |
5/21/2025 | Geneos Wealth Management Inc. | 29,593 | $797K | 0.0% | -5.4% | 0.228% | |
5/20/2025 | Focus Partners Wealth | 348,193 | $9.38M | 0.0% | +0.7% | 2.808% | |
5/16/2025 | NewEdge Advisors LLC | 33,147 | $893K | 0.0% | +3.0% | 0.267% | |
5/15/2025 | Betterment LLC | 34,283 | $923K | 0.0% | -2.1% | 0.276% | |
5/14/2025 | Napa Wealth Management | 89,031 | $2.40M | 1.4% | +81.5% | 0.718% | |
5/14/2025 | Compound Planning Inc. | 17,579 | $473K | 0.0% | N/A | 0.142% | |
5/13/2025 | Raymond James Financial Inc. | 447,293 | $12.05M | 0.0% | +1.3% | 3.607% | |
5/12/2025 | Savvy Advisors Inc. | 96,923 | $2.61M | 0.3% | -7.9% | 0.782% | |
5/7/2025 | LPL Financial LLC | 253,900 | $6.84M | 0.0% | +30.5% | 2.048% | |
5/7/2025 | Intellus Advisors LLC | 539,148 | $14.52M | 2.5% | +5.9% | 4.348% | |
5/6/2025 | Cetera Investment Advisers | 9,915 | $267K | 0.0% | N/A | 0.080% | |
5/5/2025 | ARQ Wealth Advisors LLC | 74,794 | $2.01M | 0.7% | +15.5% | 0.603% | |
5/1/2025 | Berkeley Inc | 21,473 | $578K | 0.3% | -80.8% | 0.173% | |
5/1/2025 | CWM LLC | 499,165 | $13.44M | 0.1% | -1.8% | 4.026% | |
5/1/2025 | Kesler Norman & Wride LLC | 98,249 | $2.65M | 0.5% | -2.4% | 0.792% | |
4/30/2025 | Opus Capital Group LLC | 309,672 | $8.34M | 1.1% | -1.0% | 2.497% | |
4/29/2025 | Envestnet Asset Management Inc. | 25,021 | $674K | 0.0% | -7.8% | 0.202% | |
4/29/2025 | CoreFirst Bank & Trust | 45,585 | $1.23M | 0.8% | +4.1% | 0.368% | |
4/29/2025 | World Investment Advisors | 10,996 | $296K | 0.0% | N/A | 0.089% | |
4/29/2025 | ALM First Financial Advisors LLC | 482,545 | $13.00M | 2.8% | +7.7% | 3.891% | |
4/28/2025 | D.A. Davidson & CO. | 43,981 | $1.18M | 0.0% | +18.5% | 0.355% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 109,043 | $2.94M | 2.9% | +66.5% | 0.879% | |
4/28/2025 | DAVENPORT & Co LLC | 10,399 | $280K | 0.0% | N/A | 0.084% | |
4/28/2025 | Longview Financial Advisors Inc. | 414,328 | $11.16M | 9.6% | +19.5% | 3.341% | |
4/24/2025 | Aspect Partners LLC | 98,794 | $2.66M | 1.5% | +2.1% | 0.797% | |
4/21/2025 | United Advisor Group LLC | 138,924 | $3.74M | 0.8% | +6.5% | 1.120% | |
4/17/2025 | Exchange Traded Concepts LLC | 149,694 | $4.03M | 0.1% | -6.6% | 1.207% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 50,061 | $1.35M | 0.0% | +2.9% | 0.404% | |
4/15/2025 | Greenwood Capital Associates LLC | 27,265 | $734K | 0.1% | N/A | 0.220% | |
4/11/2025 | Verum Partners LLC | 208,875 | $5.63M | 1.5% | +17.2% | 1.684% | |
4/10/2025 | Fermata Advisors LLC | 169,497 | $4.57M | 0.8% | +0.8% | 1.367% | |
4/10/2025 | Smith Anglin Financial LLC | 1,630,101 | $43.90M | 4.6% | -29.4% | 13.146% | |
4/8/2025 | Rothschild Investment LLC | 513,211 | $13.82M | 0.9% | +7.4% | 4.139% | |
3/5/2025 | Berkeley Inc | 111,727 | $2.82M | 1.5% | -49.8% | 0.935% | |
2/24/2025 | United Advisor Group LLC | 130,472 | $3.29M | 0.7% | +26.6% | 1.285% | |
2/19/2025 | ARQ Wealth Advisors LLC | 64,734 | $1.63M | 0.6% | +17.3% | 0.638% | |
2/18/2025 | Western Wealth Management LLC | 54,251 | $1.37M | 0.4% | -5.7% | 0.534% | |
2/17/2025 | Napa Wealth Management | 49,060 | $1.24M | 0.5% | N/A | 0.483% | |
2/17/2025 | Focus Partners Wealth | 345,605 | $8.71M | 0.0% | N/A | 3.405% | |
2/17/2025 | Baird Financial Group Inc. | 38,743 | $977K | 0.0% | +29.2% | 0.382% | |
2/14/2025 | Stifel Financial Corp | 197,392 | $4.98M | 0.0% | -20.1% | 1.945% | |
2/13/2025 | Savvy Advisors Inc. | 105,237 | $2.65M | 0.3% | +2.1% | 1.037% | |
2/13/2025 | Envestnet Asset Management Inc. | 27,136 | $684K | 0.0% | +2.1% | 0.267% | |
2/12/2025 | Kesler Norman & Wride LLC | 100,710 | $2.54M | 0.5% | -49.7% | 0.992% | |
2/11/2025 | Modern Wealth Management LLC | 79,186 | $2.07M | 0.1% | +8.2% | 0.780% | |
2/11/2025 | CoreFirst Bank & Trust | 43,780 | $1.10M | 0.7% | N/A | 0.431% | |
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2/11/2025 | LPL Financial LLC | 194,531 | $4.90M | 0.0% | +22.6% | 1.917% | |
2/11/2025 | Intellus Advisors LLC | 509,094 | $12.83M | 2.2% | N/A | 5.016% | |
2/10/2025 | Commonwealth Equity Services LLC | 341,720 | $8.62M | 0.0% | +34.4% | 3.367% | |
2/10/2025 | Farther Finance Advisors LLC | 1,887 | $48K | 0.0% | -22.8% | 0.019% | |
2/6/2025 | Raymond James Financial Inc. | 441,382 | $11.13M | 0.0% | N/A | 4.349% | |
2/6/2025 | Bravias Capital Group LLC | 14,976 | $383K | 0.3% | N/A | 0.148% | |
2/3/2025 | Aspect Partners LLC | 96,748 | $2.44M | 1.4% | +6.5% | 0.953% | |
2/3/2025 | Longview Financial Advisors Inc. | 346,789 | $8.74M | 6.9% | +12.7% | 3.417% | |
1/31/2025 | D.A. Davidson & CO. | 37,126 | $936K | 0.0% | +9.3% | 0.366% | |
1/31/2025 | Truist Financial Corp | 15,426 | $389K | 0.0% | -21.6% | 0.152% | |