8/1/2025 | Oarsman Capital Inc. | 182,412 | $5.96M | 0.9% | +6.1% | 0.378% | |
8/1/2025 | Brookwood Investment Group LLC | 9,960 | $325K | 0.1% | -16.8% | 0.021% | |
8/1/2025 | GoalVest Advisory LLC | 67,620 | $2.21M | 0.5% | N/A | 0.140% | |
8/1/2025 | Riverwater Partners LLC | 50,138 | $1.64M | 0.8% | +47.8% | 0.104% | |
8/1/2025 | Envestnet Asset Management Inc. | 104,310 | $3.41M | 0.0% | -4.2% | 0.216% | |
7/31/2025 | Strait & Sound Wealth Management LLC | 17,738 | $580K | 0.2% | +41.5% | 0.037% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 7,394 | $242K | 0.0% | N/A | 0.015% | |
7/30/2025 | Brookstone Capital Management | 9,598 | $314K | 0.0% | -7.0% | 0.020% | |
7/30/2025 | D.A. Davidson & CO. | 6,233 | $204K | 0.0% | -52.5% | 0.013% | |
7/30/2025 | Drive Wealth Management LLC | 16,000 | $523K | 0.1% | N/A | 0.033% | |
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7/29/2025 | Primoris Wealth Advisors LLC | 16,025 | $524K | 0.4% | N/A | 0.033% | |
7/29/2025 | Stratos Wealth Advisors LLC | 10,505 | $343K | 0.0% | -71.3% | 0.022% | |
7/29/2025 | Private Trust Co. NA | 2,308 | $75K | 0.0% | +113.3% | 0.005% | |
7/29/2025 | Stratos Investment Management LLC | 90,344 | $2.95M | 0.1% | +44.2% | 0.187% | |
7/29/2025 | Horst & Graben Wealth Management LLC | 16,553 | $541K | 0.1% | N/A | 0.034% | |
7/28/2025 | Mutual Advisors LLC | 48,393 | $1.60M | 0.0% | +7.2% | 0.100% | |
7/28/2025 | Axxcess Wealth Management LLC | 83,097 | $2.72M | 0.1% | -14.5% | 0.172% | |
7/25/2025 | Prostatis Group LLC | 23,157 | $757K | 0.2% | +19.2% | 0.048% | |
7/24/2025 | SLT Holdings LLC | 15,263 | $499K | 0.4% | -28.8% | 0.032% | |
7/24/2025 | Pinion Investment Advisors LLC | 38,428 | $1.26M | 0.4% | N/A | 0.081% | |
7/24/2025 | Horizon Bancorp Inc. IN | 12,015 | $393K | 0.2% | -6.8% | 0.025% | |
7/23/2025 | Vontobel Holding Ltd. | 10,000 | $327K | 0.0% | -12.9% | 0.021% | |
7/23/2025 | Secured Retirement Advisors LLC | 23,696 | $774K | 0.5% | -17.8% | 0.050% | |
7/23/2025 | Spectrum Asset Management Inc. NB CA | 71,360 | $2.33M | 1.0% | N/A | 0.150% | |
7/23/2025 | Gentry Private Wealth LLC | 23,948 | $783K | 0.6% | N/A | 0.050% | |
7/22/2025 | Marks Group Wealth Management Inc | 114,140 | $3.73M | 0.3% | +10.9% | 0.240% | |
7/21/2025 | Ameriflex Group Inc. | 5,861 | $193K | 0.1% | +10.1% | 0.012% | |
7/21/2025 | Ameritas Advisory Services LLC | 4,135 | $135K | 0.0% | N/A | 0.009% | |
7/21/2025 | Hilltop National Bank | 17,975 | $587K | 0.2% | N/A | 0.038% | |
7/21/2025 | Matauro LLC | 28,598 | $935K | 0.2% | -3.2% | 0.060% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 458,600 | $14.99M | 0.1% | +29.7% | 0.963% | |
7/17/2025 | Janney Montgomery Scott LLC | 30,770 | $1.01M | 0.0% | +11.8% | 0.065% | |
7/17/2025 | Forefront Wealth Management Inc. | 24,714 | $808K | 0.6% | N/A | 0.052% | |
7/17/2025 | Sage Rhino Capital LLC | 24,282 | $794K | 0.2% | +142.8% | 0.051% | |
7/16/2025 | Augustine Asset Management Inc. | 384,920 | $12.58M | 3.4% | +2.6% | 0.809% | |
7/16/2025 | True North Advisors LLC | 20,020 | $654K | 0.1% | N/A | 0.042% | |
7/16/2025 | Colton Groome Financial Advisors LLC | 251,923 | $8.23M | 2.8% | +5.0% | 0.529% | |
7/15/2025 | Retirement Guys Formula LLC | 208,448 | $6.81M | 2.6% | -4.0% | 0.438% | |
7/15/2025 | Optima Capital LLC | 111,892 | $3.66M | 2.0% | -2.7% | 0.235% | |
7/14/2025 | Friday Financial | 7,394 | $242K | 0.1% | N/A | 0.016% | |
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7/11/2025 | Farther Finance Advisors LLC | 5,555 | $182K | 0.0% | +515.2% | 0.012% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 172,548 | $5.33M | 1.9% | N/A | 0.362% | |
7/10/2025 | Exchange Traded Concepts LLC | 600,138 | $19.61M | 0.2% | +128.5% | 1.261% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 9,363 | $308K | 0.0% | N/A | 0.020% | |
7/9/2025 | Fermata Advisors LLC | 38,050 | $1.24M | 0.3% | -87.9% | 0.080% | |
7/9/2025 | Aaron Wealth Advisors LLC | 6,700 | $219K | 0.0% | N/A | 0.014% | |
7/9/2025 | Harbor Capital Advisors Inc. | 5,772 | $189K | 0.0% | +24.8% | 0.012% | |
7/9/2025 | Fragasso Financial Advisors Inc | 12,536 | $410K | 0.0% | N/A | 0.026% | |
7/8/2025 | Moulton Wealth Management Inc. | 181,939 | $5.99M | 4.5% | -20.7% | 0.382% | |
7/7/2025 | Capital Asset Advisory Services LLC | 82,846 | $2.73M | 0.1% | -14.6% | 0.174% | |
7/2/2025 | Capital Market Strategies LLC | 23,258 | $760K | 0.5% | -16.2% | 0.050% | |
6/13/2025 | Optima Capital LLC | 115,001 | $3.55M | 2.3% | +261.5% | 0.255% | |
6/10/2025 | Compass Financial Services Inc | 1,635 | $50K | 0.0% | -22.7% | 0.004% | |
6/2/2025 | Modern Wealth Management LLC | 10,000 | $309K | 0.0% | +7.0% | 0.022% | |
5/21/2025 | Geneos Wealth Management Inc. | 179,570 | $5.55M | 0.2% | -3.1% | 0.390% | |
5/20/2025 | Focus Partners Wealth | 73,296 | $2.26M | 0.0% | N/A | 0.159% | |
5/16/2025 | Prostatis Group LLC | 19,434 | $600K | 0.2% | -7.3% | 0.042% | |
5/16/2025 | Arete Wealth Advisors LLC | 66,028 | $2.04M | 0.1% | -27.7% | 0.143% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 12,539 | $387K | 0.2% | N/A | 0.027% | |
5/16/2025 | Integrated Wealth Concepts LLC | 9,583 | $296K | 0.0% | +17.9% | 0.021% | |
5/15/2025 | Royal Bank of Canada | 580,286 | $17.92M | 0.0% | -3.3% | 1.260% | |
5/15/2025 | Oarsman Capital Inc. | 171,986 | $5.31M | 1.0% | +2.9% | 0.373% | |
5/14/2025 | Comerica Bank | 8,087 | $250K | 0.0% | +31.3% | 0.018% | |
5/14/2025 | Kestra Advisory Services LLC | 66,949 | $2.07M | 0.0% | +41.8% | 0.145% | |
5/14/2025 | Guidance Point Advisors LLC | 42,377 | $1.31M | 0.4% | N/A | 0.092% | |
5/13/2025 | Mill Creek Capital Advisors LLC | 19,055 | $588K | 0.0% | N/A | 0.041% | |
5/13/2025 | Raymond James Financial Inc. | 653,563 | $20.18M | 0.0% | +2.7% | 1.419% | |
5/13/2025 | HighTower Advisors LLC | 250,766 | $7.74M | 0.0% | +73.5% | 0.544% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 61,526 | $1.90M | 0.1% | N/A | 0.134% | |
5/12/2025 | Aveo Capital Partners LLC | 20,702 | $690K | 0.1% | -28.8% | 0.045% | |
5/9/2025 | Haven Private LLC | 66,921 | $2.07M | 1.2% | +4.4% | 0.145% | |
5/9/2025 | Generation Capital Management LLC | 73,442 | $2.27M | 2.0% | N/A | 0.159% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,600 | $49K | 0.0% | +128.6% | 0.003% | |
5/8/2025 | US Bancorp DE | 4,639 | $143K | 0.0% | -16.5% | 0.010% | |
5/8/2025 | Geneos Wealth Management Inc. | 205,440 | $6.34M | 0.2% | +10.9% | 0.446% | |
5/7/2025 | SLT Holdings LLC | 21,444 | $662K | 0.7% | +1.7% | 0.047% | |
5/7/2025 | Foundations Investment Advisors LLC | 75,988 | $2.35M | 0.0% | -9.9% | 0.165% | |
5/7/2025 | LPL Financial LLC | 701,144 | $21.65M | 0.0% | +62.2% | 1.522% | |
5/7/2025 | First Heartland Consultants Inc. | 8,624 | $260K | 0.0% | N/A | 0.019% | |
5/6/2025 | Cetera Investment Advisers | 293,736 | $9.07M | 0.0% | +2.6% | 0.638% | |
5/6/2025 | Brookwood Investment Group LLC | 11,971 | $370K | 0.1% | N/A | 0.026% | |
5/6/2025 | Proficio Capital Partners LLC | 693,740 | $20.05M | 1.5% | +0.4% | 1.506% | |
5/5/2025 | IFP Advisors Inc | 11,191 | $346K | 0.0% | +4.7% | 0.024% | |
5/5/2025 | Private Advisor Group LLC | 13,805 | $426K | 0.0% | +37.9% | 0.030% | |
5/5/2025 | Hollencrest Capital Management | 3,000 | $93K | 0.0% | N/A | 0.007% | |
5/2/2025 | Fortis Group Advisors LLC | 130,205 | $4.02M | 0.8% | N/A | 0.283% | |
5/2/2025 | Apollon Wealth Management LLC | 43,181 | $1.33M | 0.0% | +128.4% | 0.094% | |
5/2/2025 | Sigma Planning Corp | 6,890 | $213K | 0.0% | N/A | 0.015% | |
5/1/2025 | Cutter & CO Brokerage Inc. | 223,828 | $6.91M | 1.6% | -0.5% | 0.486% | |
5/1/2025 | Marks Group Wealth Management Inc | 102,897 | $3.18M | 0.3% | +1.2% | 0.223% | |
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5/1/2025 | Secured Retirement Advisors LLC | 28,823 | $890K | 0.6% | -13.2% | 0.063% | |
5/1/2025 | Nikulski Financial Inc. | 74,527 | $2.30M | 0.7% | +2.2% | 0.162% | |
5/1/2025 | WESPAC Advisors LLC | 24,901 | $769K | 0.6% | N/A | 0.054% | |
5/1/2025 | Sage Rhino Capital LLC | 10,000 | $309K | 0.1% | -49.2% | 0.022% | |
4/30/2025 | Cooper Capital Advisors LLC | 23,714 | $732K | 0.8% | N/A | 0.055% | |
4/30/2025 | Axxcess Wealth Management LLC | 97,202 | $3.00M | 0.1% | -8.7% | 0.227% | |
4/30/2025 | Stratos Wealth Advisors LLC | 36,646 | $1.13M | 0.1% | -66.1% | 0.086% | |
4/30/2025 | Stratos Investment Management LLC | 62,661 | $1.94M | 0.1% | N/A | 0.146% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 188,000 | $5.81M | 0.5% | +27.0% | 0.439% | |
4/29/2025 | Envestnet Asset Management Inc. | 108,855 | $3.36M | 0.0% | +2.2% | 0.254% | |