8/19/2025 | Advisory Services Network LLC | 44,713 | $1.45M | 0.0% | +363.8% | 0.093% | |
8/18/2025 | Geneos Wealth Management Inc. | 155,490 | $5.08M | 0.1% | -13.4% | 0.322% | |
8/16/2025 | Headlands Technologies LLC | 4,472 | $146K | 0.0% | N/A | 0.009% | |
8/15/2025 | Nikulski Financial Inc. | 76,467 | $2.50M | 0.7% | +2.6% | 0.158% | |
8/15/2025 | FFT Wealth Management LLC | 6,000 | $201K | 0.0% | N/A | 0.012% | |
8/15/2025 | Visionary Wealth Advisors | 20,808 | $680K | 0.0% | -86.4% | 0.043% | |
8/15/2025 | MML Investors Services LLC | 53,953 | $1.76M | 0.0% | +3.9% | 0.112% | |
8/15/2025 | Modern Wealth Management LLC | 8,200 | $268K | 0.0% | -18.0% | 0.017% | |
8/15/2025 | Boothbay Fund Management LLC | 22,100 | $722K | 0.0% | -21.6% | 0.046% | |
8/14/2025 | CLG LLC | 87,962 | $2.88M | 0.9% | +7.1% | 0.182% | |
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8/14/2025 | Raymond James Financial Inc. | 676,500 | $22.11M | 0.0% | +3.5% | 1.401% | |
8/14/2025 | Darwin Wealth Management LLC | 2,053 | $67K | 0.0% | N/A | 0.004% | |
8/14/2025 | Vivaldi Capital Management LP | 138,607 | $4.53M | 0.7% | N/A | 0.287% | |
8/14/2025 | Cerity Partners LLC | 113,484 | $3.71M | 0.0% | +0.3% | 0.235% | |
8/13/2025 | StoneX Group Inc. | 23,834 | $779K | 0.0% | +251.4% | 0.049% | |
8/13/2025 | Wellspring Financial Advisors LLC | 1,647,958 | $53.86M | 0.9% | -4.1% | 3.412% | |
8/13/2025 | Quadrature Capital Ltd | 920,490 | $30.08M | 0.5% | N/A | 1.906% | |
8/13/2025 | Scotia Capital Inc. | 9,955 | $325K | 0.0% | +24.5% | 0.021% | |
8/13/2025 | Level Four Advisory Services LLC | 10,970 | $358K | 0.0% | N/A | 0.023% | |
8/12/2025 | Global Retirement Partners LLC | 113,861 | $3.72M | 0.1% | N/A | 0.236% | |
8/12/2025 | MAI Capital Management | 6,213 | $203K | 0.0% | -12.9% | 0.013% | |
8/12/2025 | JPMorgan Chase & Co. | 73,967 | $2.42M | 0.0% | +52.9% | 0.153% | |
8/8/2025 | Rockefeller Capital Management L.P. | 72,920 | $2.38M | 0.0% | -18.8% | 0.151% | |
8/8/2025 | Cetera Investment Advisers | 223,326 | $7.30M | 0.0% | -24.0% | 0.462% | |
8/8/2025 | Creative Planning | 56,784 | $1.86M | 0.0% | +16.7% | 0.118% | |
8/8/2025 | Foundations Investment Advisors LLC | 71,774 | $2.35M | 0.0% | -5.5% | 0.149% | |
8/7/2025 | Winch Advisory Services LLC | 147,804 | $4.83M | 1.2% | -1.2% | 0.306% | |
8/7/2025 | Allworth Financial LP | 10,140 | $331K | 0.0% | +6,571.1% | 0.021% | |
8/6/2025 | Prospera Financial Services Inc | 199,057 | $6.51M | 0.1% | N/A | 0.412% | |
8/6/2025 | Paladin Advisory Group LLC | 60,162 | $1.97M | 1.5% | -1.0% | 0.125% | |
8/4/2025 | Haven Private LLC | 61,955 | $2.03M | 0.9% | -7.4% | 0.128% | |
8/4/2025 | World Investment Advisors | 74,869 | $2.45M | 0.1% | +28.9% | 0.155% | |
8/4/2025 | L.M. Kohn & Company | 17,137 | $560K | 0.2% | N/A | 0.035% | |
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% | |
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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% | |
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% | |
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% | |
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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% | |