7/15/2025 | Financial Partners Group Inc | 51,308 | $4.81M | 0.7% | -2.1% | 0.038% | |
7/15/2025 | Farrell Financial LLC | 48,684 | $4.57M | 3.1% | -1.1% | 0.036% | |
7/14/2025 | Opal Wealth Advisors LLC | 38,604 | $3.62M | 1.0% | +6.1% | 0.029% | |
7/14/2025 | Gries Financial LLC | 20,812 | $1.95M | 0.4% | +3.4% | 0.015% | |
7/14/2025 | AdvisorNet Financial Inc | 11,533 | $1.08M | 0.1% | -81.4% | 0.009% | |
7/14/2025 | Oliver Luxxe Assets LLC | 9,350 | $877K | 0.2% | -18.7% | 0.007% | |
7/14/2025 | Sentinel Pension Advisors LLC | 19,389 | $1.82M | 0.3% | -67.9% | 0.014% | |
7/14/2025 | Maryland Capital Advisors Inc. | 714 | $67K | 0.0% | -12.8% | 0.001% | |
7/14/2025 | Iams Wealth Management LLC | 5,105 | $479K | 0.2% | +2.1% | 0.004% | |
7/14/2025 | Rooted Wealth Advisors Inc. | 33,796 | $3.26M | 1.1% | -17.0% | 0.025% | |
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7/14/2025 | Flagstar Advisors Inc. | 69,041 | $6.48M | 1.8% | -45.0% | 0.051% | |
7/14/2025 | Harbor Group Inc. | 436,493 | $40.94M | 7.3% | +6.6% | 0.323% | |
7/14/2025 | Park Avenue Securities LLC | 8,706 | $817K | 0.0% | +22.7% | 0.006% | |
7/11/2025 | Quad Cities Investment Group LLC | 5,542 | $520K | 0.2% | +136.2% | 0.004% | |
7/11/2025 | TTP Investments Inc. | 65,371 | $6.13M | 2.0% | -84.9% | 0.048% | |
7/11/2025 | Farther Finance Advisors LLC | 72,587 | $6.81M | 0.1% | -20.7% | 0.054% | |
7/11/2025 | Silver Oak Securities Incorporated | 29,611 | $2.78M | 0.2% | +89.2% | 0.022% | |
7/11/2025 | Bell Bank | 2,491 | $234K | 0.0% | -33.8% | 0.002% | |
7/10/2025 | Western Pacific Wealth Management LP | 7,967 | $747K | 0.7% | +17.7% | 0.006% | |
7/10/2025 | YHB Investment Advisors Inc. | 47,047 | $4.41M | 0.3% | -11.7% | 0.035% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 3,209 | $301K | 0.0% | -6.3% | 0.002% | |
7/10/2025 | Marshall Financial Group LLC | 15,562 | $1.49M | 0.3% | -11.1% | 0.011% | |
7/10/2025 | Family Legacy Financial Solutions LLC | 838 | $79K | 0.1% | N/A | 0.001% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 81,322 | $7.88M | 0.2% | +0.6% | 0.059% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 398,233 | $38.57M | 0.1% | -25.3% | 0.288% | |
7/10/2025 | SK Wealth Management LLC | 187,805 | $18.15M | 7.9% | -10.3% | 0.136% | |
7/10/2025 | Tompkins Financial Corp | 51,512 | $4.83M | 0.4% | -32.3% | 0.037% | |
7/10/2025 | Signal Advisors Wealth LLC | 250,011 | $23.45M | 1.8% | -13.2% | 0.181% | |
7/10/2025 | Focus Financial Network Inc. | 20,204 | $1.90M | 0.1% | -19.6% | 0.015% | |
7/10/2025 | Sovran Advisors LLC | 9,241 | $891K | 0.1% | -11.2% | 0.007% | |
7/10/2025 | Financial Management Network Inc. | 500,000 | $48.43M | 8.7% | -0.6% | 0.362% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 227,611 | $21.35M | 0.7% | +1.5% | 0.165% | |
7/9/2025 | Defined Wealth Management LLC | 14,095 | $1.32M | 0.8% | -2.7% | 0.010% | |
7/9/2025 | Sunpointe LLC | 46,712 | $4.38M | 1.7% | +19.2% | 0.034% | |
7/9/2025 | Westshore Wealth LLC | 37,347 | $3.50M | 1.3% | -1.4% | 0.027% | |
7/9/2025 | Fermata Advisors LLC | 126,607 | $11.87M | 3.2% | -8.2% | 0.092% | |
7/9/2025 | Triumph Capital Management | 20,657 | $1.94M | 0.6% | +24.7% | 0.015% | |
7/8/2025 | Goldstone Financial Group LLC | 123,670 | $11.98M | 1.6% | +5.2% | 0.090% | |
7/8/2025 | First International Bank & Trust | 22,539 | $2.11M | 0.7% | -95.6% | 0.016% | |
7/8/2025 | S.E.E.D. Planning Group LLC | 144,028 | $13.51M | 4.2% | -2.0% | 0.104% | |
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7/8/2025 | Lowe Wealth Advisors LLC | 2,134 | $200K | 0.1% | -14.1% | 0.002% | |
7/7/2025 | Accelerate Investment Advisors LLC | 4,050 | $380K | 0.3% | -5.2% | 0.003% | |
7/7/2025 | Verde Capital Management | 587,865 | $55.14M | 13.6% | +5.1% | 0.426% | |
7/7/2025 | Whitaker Myers Wealth Managers LTD. | 658,546 | $61.77M | 15.6% | +6.4% | 0.477% | |
7/7/2025 | Peak Financial Advisors LLC | 12,732 | $1.19M | 0.6% | -43.4% | 0.009% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 650 | $61K | 0.0% | +116.7% | 0.000% | |
7/7/2025 | RDA Financial Network | 34,880 | $3.27M | 0.9% | -1.0% | 0.025% | |
7/3/2025 | Garde Capital Inc. | 890 | $83K | 0.0% | N/A | 0.001% | |
7/3/2025 | Fiduciary Financial Group LLC | 15,947 | $1.52M | 0.3% | -92.0% | 0.012% | |
7/2/2025 | HBW Advisory Services LLC | 161,412 | $15.14M | 1.9% | -3.3% | 0.117% | |
7/2/2025 | Howard Financial Services LTD. | 86,295 | $8.09M | 1.1% | -4.4% | 0.062% | |
6/27/2025 | Goldman Sachs Group Inc. | 12,131 | $1.07M | 0.0% | N/A | 0.009% | |
6/2/2025 | Modern Wealth Management LLC | 54,166 | $4.77M | 0.2% | -3.6% | 0.038% | |
5/28/2025 | Jones Financial Companies Lllp | 882,771 | $77.41M | 0.1% | +29.6% | 0.621% | |
5/28/2025 | Intrua Financial LLC | 4,452 | $392K | 0.1% | -5.1% | 0.003% | |
5/22/2025 | Rollins Financial Advisors LLC | 21,305 | $1.88M | 0.3% | -15.9% | 0.015% | |
5/22/2025 | WBI Investments LLC | 2,686 | $236K | 0.1% | N/A | 0.002% | |
5/21/2025 | Geneos Wealth Management Inc. | 293,040 | $25.79M | 0.9% | -12.2% | 0.202% | |
5/20/2025 | Belpointe Asset Management LLC | 6,108 | $538K | 0.0% | -31.5% | 0.004% | |
5/20/2025 | Focus Partners Wealth | 28,372 | $2.50M | 0.0% | -50.6% | 0.020% | |
5/20/2025 | Anchor Investment Management LLC | 8,893 | $783K | 0.1% | -4.2% | 0.006% | |
5/19/2025 | Jane Street Group LLC | 13,835 | $1.22M | 0.0% | +125.3% | 0.010% | |
5/19/2025 | SageView Advisory Group LLC | 16,671 | $1.47M | 0.1% | -6.2% | 0.011% | |
5/16/2025 | Empowered Funds LLC | 154,405 | $13.59M | 0.2% | +22,310.0% | 0.106% | |
5/16/2025 | Arete Wealth Advisors LLC | 6,957 | $612K | 0.0% | -53.2% | 0.005% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 52,700 | $4.64M | 0.1% | +105.9% | 0.036% | |
5/16/2025 | Goldman Sachs Group Inc. | 12,131 | $1.07M | 0.0% | N/A | 0.008% | |
5/16/2025 | Jones Financial Companies Lllp | 23,867 | $2.10M | 0.0% | -96.5% | 0.016% | |
5/16/2025 | Rise Advisors LLC | 758 | $67K | 0.0% | N/A | 0.001% | |
5/16/2025 | Ruggaard & Associates LLC | 133,138 | $11.72M | 5.1% | -1.4% | 0.092% | |
5/16/2025 | Plotkin Financial Advisors LLC | 117,560 | $10.35M | 6.4% | +1.8% | 0.081% | |
5/16/2025 | NewEdge Advisors LLC | 161,279 | $14.19M | 0.1% | +45.1% | 0.111% | |
5/16/2025 | Integrated Wealth Concepts LLC | 4,712 | $415K | 0.0% | -9.3% | 0.003% | |
5/16/2025 | Banque Transatlantique SA | 447 | $36K | 0.0% | N/A | 0.000% | |
5/16/2025 | AQR Capital Management LLC | 21,523 | $1.89M | 0.0% | +16.9% | 0.015% | |
5/16/2025 | Ancora Advisors LLC | 299,334 | $26.34M | 0.6% | +22.6% | 0.206% | |
5/15/2025 | Family Office Research LLC | 147,004 | $12.94M | 6.3% | +1.4% | 0.101% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 44,797 | $3.94M | 0.0% | -70.6% | 0.031% | |
5/15/2025 | EP Wealth Advisors LLC | 263,765 | $23.21M | 0.2% | -21.6% | 0.181% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 5,926 | $522K | 0.0% | +30.5% | 0.004% | |
5/15/2025 | Flputnam Investment Management Co. | 45,416 | $4.00M | 0.1% | N/A | 0.031% | |
5/15/2025 | Royal Bank of Canada | 1,004,659 | $88.41M | 0.0% | -11.8% | 0.691% | |
5/15/2025 | MAI Capital Management | 204,183 | $17.97M | 0.1% | +2.4% | 0.140% | |
5/15/2025 | Calton & Associates Inc. | 16,137 | $1.42M | 0.3% | +626.9% | 0.011% | |
5/15/2025 | Baird Financial Group Inc. | 134,442 | $11.83M | 0.0% | +1.6% | 0.092% | |
5/15/2025 | Activest Wealth Management | 233,225 | $20.52M | 5.5% | -6.4% | 0.160% | |
5/15/2025 | Palo Alto Wealth Advisors LLC | 144,992 | $13.18M | 5.3% | -52.7% | 0.100% | |
5/15/2025 | TD Capital Management LLC | 2,891 | $254K | 0.0% | -18.9% | 0.002% | |
5/14/2025 | Wealth Preservation Advisors LLC | 928 | $82K | 0.1% | N/A | 0.001% | |
5/14/2025 | CreativeOne Wealth LLC | 23,696 | $2.09M | 0.1% | +11.6% | 0.016% | |
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5/14/2025 | Samalin Investment Counsel LLC | 9,677 | $852K | 0.3% | -10.6% | 0.007% | |
5/14/2025 | PKS Advisory Services LLC | 14,974 | $1.32M | 0.4% | +26.7% | 0.010% | |
5/14/2025 | WCG Wealth Advisors LLC | 12,216 | $1.08M | 0.1% | -27.2% | 0.008% | |
5/14/2025 | Apexium Financial LP | 578,126 | $50.88M | 3.0% | +0.2% | 0.398% | |
5/14/2025 | Comerica Bank | 80,318 | $7.07M | 0.0% | -9.1% | 0.055% | |
5/14/2025 | Synovus Financial Corp | 5,771 | $508K | 0.0% | -7.4% | 0.004% | |
5/14/2025 | Oliver Luxxe Assets LLC | 11,507 | $1.01M | 0.2% | -47.3% | 0.008% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 912,501 | $80.30M | 0.1% | -7.7% | 0.628% | |
5/14/2025 | Cutler Capital Management LLC | 22,743 | $2.00M | 0.7% | +2.7% | 0.016% | |
5/14/2025 | Kestra Advisory Services LLC | 138,557 | $12.19M | 0.1% | -12.7% | 0.095% | |