7/18/2025 | B.O.S.S. Retirement Advisors LLC | 35,363 | $1.04M | 0.3% | -2.2% | 0.035% | |
7/18/2025 | Trilogy Capital Inc. | 81,051 | $2.37M | 0.1% | -19.9% | 0.080% | |
7/18/2025 | Cooper Financial Group | 111,827 | $3.27M | 0.4% | +4.6% | 0.111% | |
7/18/2025 | Truist Financial Corp | 10,150 | $297K | 0.0% | -75.8% | 0.010% | |
7/17/2025 | Capital Investment Advisors LLC | 3,188,119 | $93.35M | 1.7% | +4.7% | 3.155% | |
7/17/2025 | Janney Capital Management LLC | 429,100 | $12.56M | 0.8% | -1.9% | 0.425% | |
7/17/2025 | Janney Montgomery Scott LLC | 24,187 | $708K | 0.0% | -77.6% | 0.024% | |
7/17/2025 | Fifth Third Securities Inc. | 74,048 | $2.17M | 0.2% | -19.4% | 0.073% | |
7/17/2025 | Avior Wealth Management LLC | 52,737 | $1.54M | 0.1% | -3.0% | 0.052% | |
7/16/2025 | NovaPoint Capital LLC | 44,551 | $1.30M | 0.4% | -6.2% | 0.044% | |
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7/16/2025 | Destiny Wealth Partners LLC | 349,545 | $10.24M | 1.4% | +1.9% | 0.346% | |
7/16/2025 | Congress Asset Management Co. | 106,124 | $3.11M | 0.0% | -8.3% | 0.105% | |
7/16/2025 | Octavia Wealth Advisors LLC | 145,275 | $4.25M | 0.5% | -57.8% | 0.144% | |
7/16/2025 | Meridian Financial LLC | 7,172 | $210K | 0.1% | N/A | 0.007% | |
7/15/2025 | Retirement Guys Formula LLC | 48,684 | $1.43M | 0.5% | +0.7% | 0.048% | |
7/15/2025 | Mather Group LLC. | 15,479 | $453K | 0.0% | -90.9% | 0.015% | |
7/15/2025 | CHB Investment Group LLC | 297,549 | $8.71M | 4.4% | -2.6% | 0.294% | |
7/15/2025 | BCS Wealth Management | 21,241 | $622K | 0.1% | -12.0% | 0.021% | |
7/15/2025 | Axis Wealth Partners LLC | 36,640 | $1.07M | 0.7% | +29.4% | 0.036% | |
7/15/2025 | Sheets Smith Wealth Management | 31,001 | $908K | 0.1% | -5.4% | 0.031% | |
7/15/2025 | ACT Advisors LLC. | 257,623 | $7.54M | 3.5% | N/A | 0.255% | |
7/14/2025 | MY Wealth Management Inc. | 7,108 | $208K | 0.2% | -4.9% | 0.007% | |
7/14/2025 | Iams Wealth Management LLC | 58,007 | $1.70M | 0.8% | +31.4% | 0.057% | |
7/11/2025 | Farther Finance Advisors LLC | 28,617 | $838K | 0.0% | -7.6% | 0.028% | |
7/11/2025 | Silver Oak Securities Incorporated | 38,911 | $1.14M | 0.1% | +0.9% | 0.039% | |
7/11/2025 | Cypress Financial Planning LLC | 411,103 | $12.04M | 3.9% | +6.5% | 0.407% | |
7/10/2025 | Burns J W & Co. Inc. NY | 66,667 | $1.95M | 0.2% | -2.1% | 0.066% | |
7/10/2025 | HF Advisory Group LLC | 6,907 | $202K | 0.1% | N/A | 0.007% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 10,661 | $312K | 0.0% | -4.0% | 0.011% | |
7/10/2025 | Marshall Financial Group LLC | 9,789 | $284K | 0.1% | -8.4% | 0.010% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 370,272 | $10.81M | 0.0% | +109.6% | 0.366% | |
7/10/2025 | Strathmore Capital Advisors Inc. | 19,455 | $565K | 0.2% | N/A | 0.019% | |
7/10/2025 | High Net Worth Advisory Group LLC | 17,397 | $509K | 0.1% | +6.1% | 0.017% | |
7/10/2025 | American Financial Advisors LLC | 485,489 | $14.22M | 2.0% | -1.2% | 0.480% | |
7/9/2025 | Breakwater Capital Group | 57,061 | $1.67M | 0.3% | +25.5% | 0.056% | |
7/8/2025 | Melone Private Wealth LLC | 209,211 | $6.10M | 3.1% | +1.3% | 0.207% | |
7/8/2025 | Baker Ellis Asset Management LLC | 13,681 | $401K | 0.1% | -49.2% | 0.014% | |
7/8/2025 | Goldstone Financial Group LLC | 14,593 | $426K | 0.1% | +9.8% | 0.014% | |
7/7/2025 | Peak Financial Advisors LLC | 274,231 | $8.03M | 4.1% | -14.2% | 0.271% | |
7/7/2025 | Wilson & Boucher Capital Management LLC | 32,200 | $943K | 0.7% | -7.2% | 0.032% | |
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7/2/2025 | HBW Advisory Services LLC | 11,654 | $341K | 0.0% | +13.2% | 0.012% | |
7/2/2025 | Howard Financial Services LTD. | 552,880 | $16.19M | 2.1% | +6.4% | 0.558% | |
5/22/2025 | WBI Investments LLC | 14,821 | $428K | 0.1% | N/A | 0.015% | |
5/20/2025 | Integrity Alliance LLC. | 296,355 | $8.55M | 0.3% | N/A | 0.299% | |
5/19/2025 | Jane Street Group LLC | 326,655 | $9.43M | 0.0% | +12.3% | 0.330% | |
5/16/2025 | Wilson & Boucher Capital Management LLC | 34,700 | $1.00M | 0.7% | -8.2% | 0.035% | |
5/16/2025 | Arete Wealth Advisors LLC | 19,246 | $555K | 0.0% | -7.1% | 0.019% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 33,643 | $971K | 0.0% | +5.0% | 0.034% | |
5/16/2025 | Jones Financial Companies Lllp | 873 | $25K | 0.0% | -99.4% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 89,728 | $2.59M | 0.0% | +10.0% | 0.091% | |
5/16/2025 | Integrated Wealth Concepts LLC | 384,557 | $11.10M | 0.1% | -53.5% | 0.388% | |
5/16/2025 | Ancora Advisors LLC | 178,833 | $5.16M | 0.1% | +5.6% | 0.181% | |
5/15/2025 | Royal Bank of Canada | 223,412 | $6.45M | 0.0% | -0.5% | 0.226% | |
5/15/2025 | MAI Capital Management | 8,573 | $247K | 0.0% | -10.8% | 0.009% | |
5/15/2025 | Baird Financial Group Inc. | 207,612 | $5.99M | 0.0% | +95.7% | 0.210% | |
5/15/2025 | Evergreen Capital Management LLC | 1,006,173 | $29.04M | 1.0% | -2.6% | 1.016% | |
5/15/2025 | Graney & King LLC | 110,290 | $3.18M | 2.4% | +6.3% | 0.111% | |
5/14/2025 | Transamerica Financial Advisors LLC | 176,905 | $5.11M | 0.5% | +6.5% | 0.179% | |
5/14/2025 | Note Advisors LLC | 11,084 | $320K | 0.3% | -61.7% | 0.011% | |
5/14/2025 | Guggenheim Capital LLC | 475,211 | $13.72M | 0.1% | -4.7% | 0.480% | |
5/14/2025 | Piedmont Capital Management LLC | 91,563 | $2.50M | 1.7% | +1.6% | 0.092% | |
5/14/2025 | WCG Wealth Advisors LLC | 30,223 | $872K | 0.1% | +21.8% | 0.031% | |
5/14/2025 | Jane Street Group LLC | 328,155 | $9.47M | 0.0% | +12.8% | 0.331% | |
5/14/2025 | Smartleaf Asset Management LLC | 31,023 | $894K | 0.1% | +17.3% | 0.031% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 79,438 | $2.29M | 0.0% | +36.3% | 0.080% | |
5/14/2025 | Kestra Advisory Services LLC | 50,048 | $1.44M | 0.0% | -12.6% | 0.051% | |
5/14/2025 | 1832 Asset Management L.P. | 1,178,496 | $34.01M | 0.0% | -0.4% | 1.190% | |
5/14/2025 | Ameriprise Financial Inc. | 2,616,136 | $75.50M | 0.0% | -7.5% | 2.643% | |
5/14/2025 | CW Advisors LLC | 121,773 | $3.51M | 0.0% | +1.8% | 0.123% | |
5/14/2025 | TFB Advisors LLC | 11,506 | $332K | 0.1% | +4.6% | 0.012% | |
5/14/2025 | Hsbc Holdings PLC | 41,420 | $1.20M | 0.0% | +5.3% | 0.042% | |
5/14/2025 | M Holdings Securities Inc. | 185,398 | $5.35M | 0.9% | +5.9% | 0.187% | |
5/14/2025 | RWA Wealth Partners LLC | 337,367 | $9.74M | 0.1% | -2.1% | 0.341% | |
5/13/2025 | Global View Capital Management LLC | 8,444 | $244K | 0.1% | -21.4% | 0.009% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 117,107 | $3.38M | 0.0% | +27.2% | 0.118% | |
5/13/2025 | Raymond James Financial Inc. | 842,473 | $24.31M | 0.0% | +26.6% | 0.851% | |
5/13/2025 | Comprehensive Wealth Management LLC | 26,570 | $767K | 0.5% | +50.0% | 0.027% | |
5/13/2025 | Horizon Investments LLC | 1,026,701 | $29.31M | 0.9% | +0.6% | 1.037% | |
5/13/2025 | HighTower Advisors LLC | 290,131 | $8.37M | 0.0% | +32.6% | 0.293% | |
5/13/2025 | Elevation Capital Advisory LLC | 327,509 | $9.45M | 4.1% | N/A | 0.331% | |
5/12/2025 | Tranquilli Financial Advisor LLC | 56,016 | $1.62M | 1.0% | +2.0% | 0.057% | |
5/12/2025 | Independent Advisor Alliance | 15,031 | $434K | 0.0% | -64.1% | 0.015% | |
5/12/2025 | Cooper Financial Group | 106,881 | $3.09M | 0.4% | +5.6% | 0.108% | |
5/12/2025 | Aveo Capital Partners LLC | 478,049 | $13.51M | 2.2% | -21.2% | 0.483% | |
5/12/2025 | Biltmore Family Office LLC | 1,394 | $40K | 0.0% | +48.9% | 0.001% | |
5/12/2025 | Darrow Company Inc. | 81,684 | $2.36M | 1.3% | +3.2% | 0.083% | |
5/12/2025 | Frank Rimerman Advisors LLC | 126,485 | $3.65M | 0.3% | -8.0% | 0.128% | |
5/12/2025 | FSA Wealth Partners Inc. | 56,865 | $1.64M | 0.6% | +6.0% | 0.057% | |
5/12/2025 | Savvy Advisors Inc. | 71,631 | $2.07M | 0.2% | +10.4% | 0.072% | |
5/12/2025 | National Bank of Canada FI | 221,385 | $6.39M | 0.0% | N/A | 0.224% | |
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5/9/2025 | Charles Schwab Investment Management Inc. | 1,469,867 | $42.42M | 0.0% | -2.0% | 1.485% | |
5/9/2025 | Performa Ltd US LLC | 474,859 | $13.70M | 4.6% | +6.5% | 0.480% | |
5/9/2025 | Atria Wealth Solutions Inc. | 142,709 | $4.12M | 0.0% | +92.8% | 0.144% | |
5/9/2025 | Costello Asset Management INC | 1,535 | $44K | 0.0% | N/A | 0.002% | |
5/9/2025 | Advyzon Investment Management LLC | 124,350 | $3.59M | 1.4% | -42.1% | 0.126% | |
5/9/2025 | Plan Group Financial LLC | 39,323 | $1.14M | 0.4% | N/A | 0.040% | |
5/9/2025 | Scotia Capital Inc. | 884,839 | $25.54M | 0.1% | +40.7% | 0.894% | |
5/9/2025 | Liberty Wealth Management LLC | 18,759 | $541K | 0.0% | N/A | 0.019% | |
5/8/2025 | US Bancorp DE | 4,093 | $118K | 0.0% | -12.5% | 0.004% | |
5/8/2025 | US Financial Advisors LLC | 186,146 | $5.37M | 1.6% | +6.6% | 0.188% | |