8/1/2025 | Envestnet Asset Management Inc. | 70,809 | $3.31M | 0.0% | +2.3% | 0.440% | |
7/31/2025 | Hobart Private Capital LLC | 13,044 | $609K | 0.1% | -49.1% | 0.081% | |
7/30/2025 | EnRich Financial Partners LLC | 168,173 | $7.85M | 2.4% | +1.7% | 1.041% | |
7/30/2025 | Principle Wealth Partners LLC | 295,682 | $13.81M | 0.9% | -6.8% | 1.831% | |
7/30/2025 | D.A. Davidson & CO. | 44,016 | $2.06M | 0.0% | +7.1% | 0.273% | |
7/29/2025 | International Assets Investment Management LLC | 10,157 | $474K | 0.0% | +20.1% | 0.063% | |
7/29/2025 | ShoreHaven Wealth Partners LLC | 25,897 | $1.21M | 0.5% | -28.9% | 0.160% | |
7/29/2025 | Stratos Wealth Partners LTD. | 5,195 | $243K | 0.0% | +17.7% | 0.032% | |
7/29/2025 | Private Trust Co. NA | 3,320 | $155K | 0.0% | -36.2% | 0.021% | |
7/28/2025 | Mutual Advisors LLC | 34,174 | $1.57M | 0.0% | +2.1% | 0.212% | |
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7/28/2025 | Triton Wealth Management PLLC | 23,792 | $1.09M | 0.5% | N/A | 0.147% | |
7/28/2025 | Sagespring Wealth Partners LLC | 20,982 | $980K | 0.0% | +132.2% | 0.130% | |
7/28/2025 | RFG Advisory LLC | 6,285 | $294K | 0.0% | -14.4% | 0.039% | |
7/25/2025 | Atria Wealth Solutions Inc. | 5,820 | $272K | 0.0% | +6.2% | 0.036% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 9,607 | $449K | 0.0% | -6.5% | 0.060% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 5,016 | $234K | 0.1% | N/A | 0.031% | |
7/25/2025 | Landmark Wealth Management LLC | 5,585 | $261K | 0.1% | +4.2% | 0.035% | |
7/25/2025 | CWM LLC | 95,386 | $4.46M | 0.0% | +22.0% | 0.592% | |
7/25/2025 | Concurrent Investment Advisors LLC | 18,694 | $873K | 0.0% | -32.8% | 0.116% | |
7/24/2025 | Invictus Private Wealth LLC | 4,668 | $218K | 0.0% | N/A | 0.029% | |
7/24/2025 | IFP Advisors Inc | 32,656 | $1.53M | 0.0% | +23.3% | 0.203% | |
7/23/2025 | Seamount Financial Group Inc. | 15,390 | $719K | 0.4% | +2.4% | 0.096% | |
7/22/2025 | Belpointe Asset Management LLC | 12,850 | $600K | 0.0% | -24.9% | 0.080% | |
7/22/2025 | MBL Wealth LLC | 72,600 | $3.39M | 0.3% | +0.9% | 0.452% | |
7/21/2025 | Curran Financial Partners LLC | 10,108 | $472K | 0.1% | -7.0% | 0.063% | |
7/21/2025 | Ameritas Advisory Services LLC | 5,794 | $271K | 0.0% | -13.5% | 0.036% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 9,992 | $467K | 0.2% | +23.1% | 0.062% | |
7/21/2025 | Ashton Thomas Securities LLC | 48,416 | $2.26M | 0.5% | +139.5% | 0.302% | |
7/18/2025 | Truist Financial Corp | 42,212 | $1.97M | 0.0% | +24.1% | 0.263% | |
7/17/2025 | Janney Montgomery Scott LLC | 19,512 | $911K | 0.0% | -14.9% | 0.122% | |
7/16/2025 | Evergreen Private Wealth LLC | 33,756 | $1.58M | 0.7% | -0.7% | 0.210% | |
7/15/2025 | Traction Financial Partners LLC | 15,449 | $721K | 0.5% | -12.5% | 0.097% | |
7/15/2025 | EWG Elevate Inc. | 46,001 | $2.15M | 0.7% | N/A | 0.288% | |
7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 20,615 | $963K | 0.9% | +25.3% | 0.129% | |
7/15/2025 | Financial Partners Group Inc | 182,025 | $8.50M | 1.2% | -27.5% | 1.138% | |
7/14/2025 | AdvisorNet Financial Inc | 11,977 | $559K | 0.0% | -5.7% | 0.075% | |
7/14/2025 | Flagstar Advisors Inc. | 11,441 | $534K | 0.1% | -60.9% | 0.072% | |
7/14/2025 | Sowell Financial Services LLC | 31,853 | $1.49M | 0.1% | +0.7% | 0.199% | |
7/11/2025 | Farther Finance Advisors LLC | 995 | $46K | 0.0% | -48.8% | 0.006% | |
7/10/2025 | Rockland Trust Co. | 47,519 | $2.22M | 0.1% | -11.1% | 0.297% | |
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7/10/2025 | Marshall Financial Group LLC | 13,057 | $610K | 0.1% | +2.1% | 0.082% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,468,443 | $68.71M | 0.1% | +12.7% | 9.178% | |
7/9/2025 | GSG Advisors LLC | 46,931 | $2.19M | 0.6% | -9.3% | 0.293% | |
7/9/2025 | WealthCare Investment Partners LLC | 9,994 | $468K | 0.2% | -5.7% | 0.062% | |
7/2/2025 | Crumly & Associates Inc. | 60,566 | $2.83M | 0.7% | -37.6% | 0.375% | |
5/21/2025 | MBL Wealth LLC | 71,955 | $3.44M | 0.3% | -1.5% | 0.446% | |
5/21/2025 | Geneos Wealth Management Inc. | 10,394 | $497K | 0.0% | +2.2% | 0.064% | |
5/20/2025 | Belpointe Asset Management LLC | 17,110 | $818K | 0.0% | -21.9% | 0.106% | |
5/19/2025 | Jane Street Group LLC | 13,253 | $634K | 0.0% | -70.0% | 0.084% | |
5/16/2025 | NewEdge Advisors LLC | 238,344 | $11.39M | 0.1% | +13.0% | 1.518% | |
5/16/2025 | Integrated Wealth Concepts LLC | 25,780 | $1.23M | 0.0% | -1.3% | 0.164% | |
5/16/2025 | AQR Capital Management LLC | 7,885 | $377K | 0.0% | N/A | 0.050% | |
5/15/2025 | Ashton Thomas Securities LLC | 20,215 | $966K | 0.3% | +3.6% | 0.129% | |
5/15/2025 | Royal Bank of Canada | 139,418 | $6.67M | 0.0% | -4.8% | 0.888% | |
5/15/2025 | OLD Mission Capital LLC | 46,634 | $2.23M | 0.0% | N/A | 0.297% | |
5/14/2025 | CreativeOne Wealth LLC | 12,384 | $592K | 0.0% | -14.4% | 0.079% | |
5/14/2025 | Per Stirling Capital Management LLC. | 6,033 | $288K | 0.0% | -80.1% | 0.038% | |
5/14/2025 | Comerica Bank | 21,384 | $1.02M | 0.0% | +7.7% | 0.136% | |
5/14/2025 | Kestra Advisory Services LLC | 32,866 | $1.57M | 0.0% | -25.6% | 0.209% | |
5/14/2025 | Capital Analysts LLC | 1,455 | $70K | 0.0% | +12,025.0% | 0.009% | |
5/14/2025 | GSG Advisors LLC | 51,716 | $2.40M | 0.8% | -6.3% | 0.329% | |
5/13/2025 | Raymond James Financial Inc. | 233,824 | $11.18M | 0.0% | -34.6% | 1.489% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 16,565 | $792K | 0.1% | +11.8% | 0.106% | |
5/13/2025 | HighTower Advisors LLC | 191,717 | $9.17M | 0.0% | +24.3% | 1.221% | |
5/12/2025 | Manhattan West Asset Management LLC | 193,076 | $9.23M | 2.4% | +9.6% | 1.230% | |
5/12/2025 | Citigroup Inc. | 383,724 | $18.34M | 0.0% | -0.8% | 2.444% | |
5/9/2025 | Atria Wealth Solutions Inc. | 5,478 | $262K | 0.0% | -57.1% | 0.035% | |
5/9/2025 | Cary Street Partners Financial LLC | 13,167 | $629K | 0.0% | +5.3% | 0.084% | |
5/9/2025 | Advyzon Investment Management LLC | 10,693 | $511K | 0.2% | -2.4% | 0.068% | |
5/9/2025 | Plan Group Financial LLC | 21,198 | $1.01M | 0.4% | N/A | 0.135% | |
5/8/2025 | Harbour Investments Inc. | 13,747 | $657K | 0.0% | +3.4% | 0.088% | |
5/8/2025 | SlateStone Wealth LLC | 233,078 | $11.14M | 1.1% | +40.5% | 1.485% | |
5/7/2025 | Meeder Advisory Services Inc. | 116,264 | $5.56M | 0.3% | +12.0% | 0.741% | |
5/7/2025 | LPL Financial LLC | 978,176 | $46.76M | 0.0% | -0.6% | 6.230% | |
5/6/2025 | Hedeker Wealth LLC | 9,809 | $469K | 0.1% | +3.6% | 0.062% | |
5/6/2025 | ShoreHaven Wealth Partners LLC | 36,429 | $1.74M | 0.8% | +42.7% | 0.232% | |
5/6/2025 | Cetera Investment Advisers | 203,823 | $9.74M | 0.0% | +6.9% | 1.298% | |
5/6/2025 | Avantax Advisory Services Inc. | 48,414 | $2.31M | 0.0% | -13.5% | 0.308% | |
5/6/2025 | Principle Wealth Partners LLC | 317,181 | $15.16M | 1.1% | -7.1% | 2.020% | |
5/6/2025 | AE Wealth Management LLC | 6,009 | $287K | 0.0% | +109.1% | 0.038% | |
5/6/2025 | Financial Partners Group Inc | 251,112 | $12.00M | 1.9% | +2.6% | 1.599% | |
5/5/2025 | IFP Advisors Inc | 26,488 | $1.27M | 0.0% | +3.4% | 0.169% | |
5/5/2025 | Kestra Private Wealth Services LLC | 28,953 | $1.38M | 0.0% | +39.3% | 0.184% | |
5/5/2025 | Private Advisor Group LLC | 83,609 | $4.00M | 0.0% | +13.6% | 0.533% | |
5/5/2025 | Nwam LLC | 24,777 | $1.18M | 0.1% | +44.5% | 0.158% | |
5/2/2025 | Dynasty Wealth Management LLC | 9,034 | $432K | 0.0% | -5.1% | 0.058% | |
5/2/2025 | Larson Financial Group LLC | 2,776 | $133K | 0.0% | -27.0% | 0.018% | |
5/2/2025 | Landmark Wealth Management LLC | 5,361 | $256K | 0.1% | +8.9% | 0.034% | |
5/2/2025 | Boyce & Associates Wealth Consulting Inc. | 16,446 | $786K | 0.8% | +32.7% | 0.105% | |
5/2/2025 | Lokken Investment Group LLC | 5,648 | $270K | 0.1% | -9.9% | 0.036% | |
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5/2/2025 | Sigma Planning Corp | 11,092 | $530K | 0.0% | -9.6% | 0.071% | |
5/2/2025 | Evergreen Private Wealth LLC | 34,004 | $1.63M | 0.8% | +1.4% | 0.217% | |
5/1/2025 | CWM LLC | 78,168 | $3.74M | 0.0% | +42.8% | 0.499% | |
5/1/2025 | Hughes Financial Services LLC | 96,535 | $4.64M | 0.9% | -0.5% | 0.617% | |
5/1/2025 | Platform Technology Partners | 59,329 | $2.84M | 0.8% | -1.7% | 0.379% | |
4/30/2025 | Seamount Financial Group Inc. | 15,034 | $719K | 0.5% | +140.6% | 0.096% | |
4/30/2025 | Brown Advisory Inc. | 8,199 | $392K | 0.0% | -38.7% | 0.052% | |
4/30/2025 | Synergy Investment Management LLC | 13,844 | $662K | 0.3% | +441.0% | 0.088% | |
4/29/2025 | Envestnet Asset Management Inc. | 69,248 | $3.31M | 0.0% | +5.8% | 0.442% | |
4/29/2025 | Concurrent Investment Advisors LLC | 27,810 | $1.33M | 0.0% | +1.1% | 0.178% | |