8/6/2025 | Prospera Financial Services Inc | 3,137 | $233K | 0.0% | -8.7% | 0.010% | |
8/6/2025 | AGF Management Ltd. | 579,183 | $42.88M | 0.2% | -30.1% | 1.887% | |
8/6/2025 | AE Wealth Management LLC | 92,730 | $6.87M | 0.1% | +6.5% | 0.302% | |
8/6/2025 | Maltin Wealth Management Inc. | 55,546 | $4.11M | 1.9% | +1.6% | 0.181% | |
8/6/2025 | Mcrae Capital Management Inc. | 6,110 | $452K | 0.1% | N/A | 0.020% | |
8/6/2025 | Aspetuck Financial Management LLC | 21,482 | $1.59M | 1.2% | -1.8% | 0.070% | |
8/5/2025 | Benchmark Financial Wealth Advisors LLC | 8,756 | $648K | 0.2% | N/A | 0.029% | |
8/5/2025 | Sigma Planning Corp | 20,767 | $1.54M | 0.0% | -9.9% | 0.068% | |
8/5/2025 | Smith Shellnut Wilson LLC ADV | 30,894 | $2.29M | 1.0% | -5.1% | 0.101% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,694 | $718K | 0.1% | -11.7% | 0.032% | |
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8/4/2025 | Prairie Wealth Advisors Inc. | 7,045 | $522K | 0.2% | +2.8% | 0.023% | |
8/4/2025 | Assetmark Inc. | 448 | $33K | 0.0% | -23.4% | 0.001% | |
8/4/2025 | World Investment Advisors | 9,636 | $713K | 0.0% | +5.5% | 0.031% | |
8/1/2025 | SYM FINANCIAL Corp | 700 | $52K | 0.0% | N/A | 0.002% | |
8/1/2025 | Envestnet Asset Management Inc. | 94,086 | $6.97M | 0.0% | +44.3% | 0.306% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 12,202 | $903K | 0.3% | -2.2% | 0.040% | |
7/31/2025 | Cornerstone Management Inc. | 7,110 | $526K | 0.1% | +15.3% | 0.023% | |
7/31/2025 | Briaud Financial Planning Inc | 346 | $25K | 0.0% | N/A | 0.001% | |
7/30/2025 | Retirement Planning Group LLC | 18,033 | $1.34M | 0.1% | +12.1% | 0.059% | |
7/30/2025 | Pacific Sun Financial Corp | 8,287 | $614K | 0.3% | +3.9% | 0.027% | |
7/30/2025 | VCI Wealth Management LLC | 32,989 | $2.44M | 0.9% | +8.2% | 0.107% | |
7/30/2025 | WBH Advisory Inc. | 6,760 | $501K | 0.0% | +28.4% | 0.022% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 2,716 | $201K | 0.0% | -11.7% | 0.009% | |
7/29/2025 | Spirit of America Management Corp NY | 2,433 | $181K | 0.0% | -11.6% | 0.008% | |
7/29/2025 | Koshinski Asset Management Inc. | 3,462 | $256K | 0.0% | -9.2% | 0.011% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 9,519 | $705K | 0.2% | -6.5% | 0.031% | |
7/29/2025 | Primoris Wealth Advisors LLC | 4,225 | $313K | 0.2% | N/A | 0.014% | |
7/29/2025 | Harbor Asset Planning Inc. | 28,348 | $2.10M | 2.0% | N/A | 0.092% | |
7/28/2025 | RFG Advisory LLC | 5,870 | $435K | 0.0% | +72.6% | 0.019% | |
7/28/2025 | Axxcess Wealth Management LLC | 12,180 | $902K | 0.0% | +127.7% | 0.040% | |
7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 9,471 | $701K | 0.1% | +34.2% | 0.031% | |
7/25/2025 | Atria Wealth Solutions Inc. | 25,514 | $1.92M | 0.0% | -40.7% | 0.083% | |
7/25/2025 | CWM LLC | 32,406 | $2.40M | 0.0% | +347.5% | 0.106% | |
7/25/2025 | Strategic Point Investment Advisors LLC | 205,883 | $15.24M | 2.4% | +0.8% | 0.671% | |
7/24/2025 | Williams & Novak LLC | 3,325 | $246K | 0.2% | -18.2% | 0.011% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 24,640 | $1.82M | 0.1% | -5.4% | 0.080% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 8,801 | $652K | 0.1% | -14.1% | 0.029% | |
7/24/2025 | IFP Advisors Inc | 6,071 | $450K | 0.0% | -20.5% | 0.020% | |
7/24/2025 | Court Place Advisors LLC | 8,340 | $617K | 0.2% | -2.2% | 0.027% | |
7/22/2025 | D.B. Root & Company LLC | 4,850 | $359K | 0.1% | -5.3% | 0.016% | |
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7/22/2025 | Yoder Wealth Management Inc. | 63,159 | $4.68M | 2.4% | +1.5% | 0.206% | |
7/21/2025 | Ameritas Advisory Services LLC | 23,511 | $1.74M | 0.1% | -22.4% | 0.077% | |
7/21/2025 | Exchange Capital Management Inc. | 31,955 | $2.37M | 0.4% | -2.8% | 0.104% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 33,181 | $2.46M | 0.3% | +2.1% | 0.108% | |
7/18/2025 | Vicus Capital | 299,652 | $22.19M | 1.8% | +2.5% | 0.978% | |
7/18/2025 | Truist Financial Corp | 10,592 | $784K | 0.0% | +5.1% | 0.035% | |
7/17/2025 | Janney Montgomery Scott LLC | 6,432 | $476K | 0.0% | +2.6% | 0.021% | |
7/17/2025 | Montis Financial LLC | 9,708 | $719K | 0.2% | -18.8% | 0.032% | |
7/17/2025 | Smith Salley Wealth Management | 53,785 | $3.98M | 0.2% | +1.3% | 0.175% | |
7/16/2025 | Signature Resources Capital Management LLC | 889 | $66K | 0.0% | N/A | 0.003% | |
7/16/2025 | CX Institutional | 1,478 | $109K | 0.0% | +283.9% | 0.005% | |
7/16/2025 | American National Bank & Trust | 9,711 | $719K | 0.1% | +11.3% | 0.032% | |
7/16/2025 | Fischer Financial Services Inc. | 148,236 | $10.97M | 3.2% | -2.1% | 0.484% | |
7/15/2025 | Aspire Capital Advisors LLC | 27,216 | $2.02M | 0.6% | -44.1% | 0.089% | |
7/15/2025 | Lynch & Associates IN | 34,820 | $2.58M | 0.5% | +3.6% | 0.114% | |
7/14/2025 | Buska Wealth Management LLC | 68,815 | $5.10M | 1.4% | +114.7% | 0.225% | |
7/11/2025 | Farther Finance Advisors LLC | 848 | $63K | 0.0% | -70.7% | 0.003% | |
7/11/2025 | CX Institutional | 1,478 | $109K | 0.0% | +283.9% | 0.005% | |
7/11/2025 | LongView Wealth Management | 7,562 | $560K | 0.2% | +8.1% | 0.025% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 10,662 | $804K | 0.0% | +5.2% | 0.035% | |
7/9/2025 | Procyon Advisors LLC | 114,516 | $8.48M | 0.8% | +52.6% | 0.374% | |
7/7/2025 | Roxbury Financial LLC | 7,944 | $588K | 0.6% | +3.8% | 0.026% | |
7/7/2025 | Nova Wealth Management Inc. | 13,362 | $989K | 0.7% | +20.6% | 0.044% | |
7/2/2025 | HBW Advisory Services LLC | 3,996 | $296K | 0.0% | -46.1% | 0.013% | |
6/27/2025 | Goldman Sachs Group Inc. | 8,448 | $587K | 0.0% | -77.8% | 0.027% | |
6/2/2025 | Modern Wealth Management LLC | 57,334 | $3.99M | 0.1% | +2.0% | 0.184% | |
5/29/2025 | Nova Wealth Management Inc. | 11,084 | $771K | 0.7% | +38.9% | 0.036% | |
5/20/2025 | Focus Partners Wealth | 2,880 | $200K | 0.0% | N/A | 0.009% | |
5/19/2025 | Jane Street Group LLC | 33,721 | $2.34M | 0.0% | N/A | 0.108% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 3,077 | $214K | 0.0% | -8.5% | 0.010% | |
5/16/2025 | Goldman Sachs Group Inc. | 8,448 | $587K | 0.0% | -77.8% | 0.027% | |
5/16/2025 | Jones Financial Companies Lllp | 7,020 | $479K | 0.0% | +19.1% | 0.023% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 442 | $31K | 0.0% | N/A | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 15,905 | $1.11M | 0.0% | +113.4% | 0.051% | |
5/15/2025 | Paragon Private Wealth Management LLC | 6,175 | $429K | 0.2% | N/A | 0.020% | |
5/15/2025 | EP Wealth Advisors LLC | 33,326 | $2.32M | 0.0% | -0.8% | 0.107% | |
5/15/2025 | Royal Bank of Canada | 30,610 | $2.13M | 0.0% | +71.8% | 0.098% | |
5/14/2025 | Full Sail Capital LLC | 247,937 | $17.24M | 1.1% | -2.8% | 0.797% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 201,121 | $13.98M | 0.0% | -27.2% | 0.647% | |
5/14/2025 | Kestra Advisory Services LLC | 127,558 | $8.87M | 0.0% | +34.0% | 0.410% | |
5/14/2025 | D.B. Root & Company LLC | 5,119 | $356K | 0.1% | -4.9% | 0.016% | |
5/14/2025 | Compound Planning Inc. | 2,907 | $202K | 0.0% | N/A | 0.009% | |
5/14/2025 | CW Advisors LLC | 318,683 | $22.16M | 0.3% | -0.7% | 1.025% | |
5/14/2025 | Flow Traders U.S. LLC | 11,337 | $788K | 0.0% | N/A | 0.036% | |
5/13/2025 | Valley Brook Capital Group Inc. | 4,419 | $307K | 0.2% | +4.4% | 0.014% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 89,487 | $6.22M | 0.0% | -61.5% | 0.288% | |
5/13/2025 | HighTower Advisors LLC | 88,946 | $6.18M | 0.0% | -27.5% | 0.286% | |
5/12/2025 | AGF Management Ltd. | 828,934 | $57.63M | 0.3% | +10.4% | 2.665% | |
5/12/2025 | Meridian Wealth Management LLC | 16,457 | $1.14M | 0.1% | +9.0% | 0.053% | |
5/12/2025 | Savvy Advisors Inc. | 3,192 | $222K | 0.0% | N/A | 0.010% | |
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5/9/2025 | Charles Schwab Investment Management Inc. | 1,854,900 | $128.95M | 0.0% | -3.4% | 5.964% | |
5/9/2025 | Atria Wealth Solutions Inc. | 43,032 | $2.99M | 0.0% | +118.0% | 0.138% | |
5/9/2025 | Commonwealth Equity Services LLC | 589,418 | $40.98M | 0.1% | -7.0% | 1.895% | |
5/9/2025 | Blair William & Co. IL | 752 | $52K | 0.0% | -64.8% | 0.002% | |
5/8/2025 | US Bancorp DE | 3,341 | $232K | 0.0% | +27.4% | 0.011% | |
5/8/2025 | Harbour Investments Inc. | 1,746 | $121K | 0.0% | +14.3% | 0.006% | |
5/8/2025 | Arkadios Wealth Advisors | 3,692 | $257K | 0.0% | +24.7% | 0.012% | |
5/8/2025 | Independence Financial Advisors LLC | 139,669 | $9.71M | 3.7% | N/A | 0.449% | |
5/7/2025 | Purkiss Capital Advisors LLC | 2,935 | $204K | 0.2% | N/A | 0.009% | |
5/7/2025 | Galvin Gaustad & Stein LLC | 10,251 | $713K | 0.1% | -20.2% | 0.033% | |