8/1/2025 | Purkiss Capital Advisors LLC | 4,044 | $213K | 0.1% | N/A | 0.012% | |
8/1/2025 | Rossby Financial LCC | 5,388 | $283K | 0.1% | N/A | 0.015% | |
8/1/2025 | Envestnet Asset Management Inc. | 101,584 | $5.34M | 0.0% | -2.9% | 0.291% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 13,247 | $697K | 0.3% | +4.8% | 0.038% | |
7/31/2025 | Briaud Financial Planning Inc | 582 | $30K | 0.0% | N/A | 0.002% | |
7/30/2025 | Strategic Blueprint LLC | 8,934 | $470K | 0.0% | N/A | 0.026% | |
7/30/2025 | Brookstone Capital Management | 12,235 | $644K | 0.0% | -85.2% | 0.035% | |
7/30/2025 | D.A. Davidson & CO. | 4,308 | $227K | 0.0% | +9.2% | 0.012% | |
7/30/2025 | Gimbal Financial | 168,867 | $8.88M | 5.5% | N/A | 0.483% | |
7/30/2025 | IMG Wealth Management Inc. | 639 | $34K | 0.0% | N/A | 0.002% | |
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7/30/2025 | VCI Wealth Management LLC | 7,494 | $394K | 0.1% | +7.6% | 0.021% | |
7/30/2025 | Demars Financial Group LLC | 11,284 | $594K | 0.2% | -98.0% | 0.032% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 13,175 | $693K | 0.0% | +8.2% | 0.038% | |
7/29/2025 | Primoris Wealth Advisors LLC | 46,425 | $2.44M | 1.7% | +110.3% | 0.133% | |
7/28/2025 | Harbour Investments Inc. | 18,565 | $977K | 0.0% | +2.1% | 0.053% | |
7/28/2025 | Wilmington Savings Fund Society FSB | 13,623 | $717K | 0.0% | +36.7% | 0.039% | |
7/28/2025 | RFG Advisory LLC | 19,319 | $1.02M | 0.0% | +37.0% | 0.055% | |
7/25/2025 | Atria Wealth Solutions Inc. | 18,234 | $961K | 0.0% | -4.2% | 0.052% | |
7/25/2025 | Apollon Wealth Management LLC | 118,415 | $6.23M | 0.1% | +6.3% | 0.339% | |
7/24/2025 | Eastern Bank | 1,330 | $70K | 0.0% | N/A | 0.004% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 7,000 | $368K | 0.0% | -4.1% | 0.020% | |
7/24/2025 | Blair William & Co. IL | 6,222 | $327K | 0.0% | -4.1% | 0.018% | |
7/23/2025 | Valmark Advisers Inc. | 90,030 | $4.74M | 0.1% | -1.0% | 0.258% | |
7/23/2025 | Traphagen Investment Advisors LLC | 66,763 | $3.51M | 0.3% | -3.3% | 0.191% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 41,304 | $2.17M | 0.2% | +2.1% | 0.118% | |
7/23/2025 | Heck Capital Advisors LLC | 27,940 | $1.47M | 0.1% | +0.9% | 0.080% | |
7/22/2025 | Mascoma Wealth Management LLC | 11,565 | $608K | 0.1% | -13.7% | 0.033% | |
7/22/2025 | Yoder Wealth Management Inc. | 41,617 | $2.19M | 1.1% | +5.2% | 0.119% | |
7/21/2025 | Ameritas Advisory Services LLC | 21,706 | $1.14M | 0.1% | +1.3% | 0.062% | |
7/21/2025 | Exchange Capital Management Inc. | 9,242 | $486K | 0.1% | -2.7% | 0.026% | |
7/21/2025 | Hilltop National Bank | 495 | $26K | 0.0% | N/A | 0.001% | |
7/18/2025 | Vicus Capital | 8,869 | $466K | 0.0% | +10.8% | 0.025% | |
7/17/2025 | Emerald Advisors LLC | 13,915 | $732K | 0.1% | N/A | 0.040% | |
7/17/2025 | Centennial Wealth Advisory LLC | 6,636 | $351K | 0.1% | -6.6% | 0.019% | |
7/16/2025 | ORG Partners LLC | 600 | $32K | 0.0% | N/A | 0.002% | |
7/16/2025 | Southern Capital Advisors LLC | 50,344 | $2.65M | 1.4% | +1.0% | 0.144% | |
7/16/2025 | Beaumont Financial Advisors LLC | 58,017 | $3.05M | 0.2% | -1.2% | 0.166% | |
7/16/2025 | CX Institutional | 7,143 | $376K | 0.0% | +93.2% | 0.020% | |
7/16/2025 | American National Bank & Trust | 11,134 | $586K | 0.1% | +10.6% | 0.032% | |
7/15/2025 | Lynch & Associates IN | 13,605 | $716K | 0.1% | +2.0% | 0.039% | |
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7/15/2025 | Northside Capital Management LLC | 3,990 | $210K | 0.0% | N/A | 0.011% | |
7/15/2025 | GSB Wealth Management LLC | 54,636 | $2.87M | 0.7% | +0.6% | 0.156% | |
7/14/2025 | Conrad Siegel Investment Advisors Inc. | 74,306 | $3.91M | 0.9% | -2.2% | 0.212% | |
7/14/2025 | Sweeney & Michel LLC | 82,997 | $4.41M | 1.6% | +2.7% | 0.237% | |
7/14/2025 | Sowell Financial Services LLC | 52,017 | $2.74M | 0.1% | +899.0% | 0.149% | |
7/11/2025 | CX Institutional | 7,143 | $376K | 0.0% | +93.2% | 0.020% | |
7/10/2025 | Global Financial Private Client LLC | 10,326 | $543K | 0.2% | +37.8% | 0.030% | |
7/10/2025 | Sovran Advisors LLC | 6,247 | $327K | 0.0% | +10.6% | 0.018% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 43,413 | $2.28M | 0.1% | -1.2% | 0.125% | |
7/9/2025 | Archer Investment Management LLC | 35,559 | $1.87M | 1.4% | +3.1% | 0.102% | |
7/9/2025 | Tounjian Advisory Partners LLC | 11,576 | $590K | 0.1% | -3.1% | 0.033% | |
7/8/2025 | Ballew Advisors Inc | 6,562 | $346K | 0.2% | -8.2% | 0.019% | |
7/7/2025 | Nova Wealth Management Inc. | 1,743 | $92K | 0.1% | +2,000.0% | 0.005% | |
7/2/2025 | Marotta Asset Management | 4,132 | $217K | 0.0% | N/A | 0.012% | |
6/27/2025 | Goldman Sachs Group Inc. | 10,771 | $549K | 0.0% | -65.8% | 0.031% | |
6/2/2025 | Modern Wealth Management LLC | 64,787 | $3.30M | 0.1% | +2.1% | 0.189% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 6,203 | $316K | 0.1% | -50.9% | 0.018% | |
5/16/2025 | Goldman Sachs Group Inc. | 10,771 | $549K | 0.0% | -65.8% | 0.031% | |
5/16/2025 | Jones Financial Companies Lllp | 642 | $31K | 0.0% | -84.2% | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 63,466 | $3.23M | 0.0% | +17.4% | 0.185% | |
5/15/2025 | Royal Bank of Canada | 14,787 | $754K | 0.0% | -21.6% | 0.043% | |
5/15/2025 | Centric Wealth Management | 54,117 | $2.76M | 0.7% | +18.8% | 0.158% | |
5/15/2025 | Beck Bode LLC | 15,480 | $789K | 0.1% | -15.4% | 0.045% | |
5/14/2025 | CreativeOne Wealth LLC | 11,931 | $608K | 0.0% | +3.0% | 0.035% | |
5/14/2025 | Full Sail Capital LLC | 30,891 | $1.57M | 0.1% | -3.0% | 0.090% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 75,681 | $3.86M | 0.0% | -8.5% | 0.220% | |
5/14/2025 | Kestra Advisory Services LLC | 362,114 | $18.45M | 0.1% | +9.3% | 1.054% | |
5/13/2025 | Raymond James Financial Inc. | 91,785 | $4.68M | 0.0% | +50.5% | 0.272% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 49,508 | $2.52M | 0.0% | +44.6% | 0.147% | |
5/13/2025 | Heck Capital Advisors LLC | 27,696 | $1.41M | 0.2% | +132.8% | 0.082% | |
5/13/2025 | HighTower Advisors LLC | 251,075 | $12.79M | 0.0% | +15.3% | 0.745% | |
5/12/2025 | Atlas Capital Advisors Inc. | 38,191 | $1.95M | 0.2% | -6.9% | 0.113% | |
5/12/2025 | Beam Wealth Advisors Inc. | 15,941 | $812K | 0.3% | -9.2% | 0.047% | |
5/9/2025 | Atria Wealth Solutions Inc. | 19,035 | $970K | 0.0% | +6.2% | 0.056% | |
5/9/2025 | Commonwealth Equity Services LLC | 370,786 | $18.89M | 0.0% | +13.4% | 1.100% | |
5/8/2025 | IFG Advisory LLC | 147,857 | $7.53M | 0.4% | +2.7% | 0.439% | |
5/8/2025 | Harbour Investments Inc. | 18,178 | $926K | 0.0% | +7.0% | 0.054% | |
5/8/2025 | Arkadios Wealth Advisors | 83,354 | $4.25M | 0.2% | +1,476.0% | 0.247% | |
5/8/2025 | Independence Financial Advisors LLC | 7,075 | $360K | 0.1% | N/A | 0.021% | |
5/7/2025 | Financial Management Network Inc. | 12,871 | $611K | 0.1% | -19.3% | 0.038% | |
5/7/2025 | Galvin Gaustad & Stein LLC | 7,300 | $372K | 0.0% | -41.2% | 0.022% | |
5/7/2025 | LPL Financial LLC | 540,311 | $27.53M | 0.0% | +14.9% | 1.603% | |
5/7/2025 | Investment Management Corp VA ADV | 22,951 | $1.17M | 1.1% | -2.2% | 0.068% | |
5/6/2025 | Cetera Investment Advisers | 39,592 | $2.02M | 0.0% | +13.4% | 0.117% | |
5/6/2025 | Avantax Advisory Services Inc. | 37,359 | $1.90M | 0.0% | -13.4% | 0.111% | |
5/6/2025 | Lifeworks Advisors LLC | 33,554 | $1.71M | 0.3% | +10.1% | 0.100% | |
5/6/2025 | AE Wealth Management LLC | 871,258 | $44.39M | 0.4% | +14.7% | 2.585% | |
5/6/2025 | VCI Wealth Management LLC | 6,962 | $355K | 0.1% | -18.5% | 0.021% | |
5/6/2025 | PFG Advisors | 14,519 | $740K | 0.0% | +16.9% | 0.043% | |
5/5/2025 | J.W. Cole Advisors Inc. | 16,578 | $845K | 0.0% | -16.7% | 0.049% | |
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5/5/2025 | Kestra Private Wealth Services LLC | 4,663 | $238K | 0.0% | N/A | 0.014% | |
5/5/2025 | Private Advisor Group LLC | 22,166 | $1.13M | 0.0% | -2.5% | 0.066% | |
5/5/2025 | Nwam LLC | 21,539 | $1.10M | 0.1% | +1.0% | 0.064% | |
5/2/2025 | Richard C. Young & CO. LTD. | 74,803 | $3.81M | 0.4% | -4.1% | 0.222% | |
5/2/2025 | Kingsview Wealth Management LLC | 5,453 | $278K | 0.0% | -19.6% | 0.016% | |
5/2/2025 | Trail Ridge Investment Advisors LLC | 8,329 | $424K | 0.2% | -20.9% | 0.025% | |
5/2/2025 | Apollon Wealth Management LLC | 111,358 | $5.67M | 0.1% | +7.0% | 0.330% | |
5/2/2025 | Sigma Planning Corp | 33,846 | $1.72M | 0.1% | +24.9% | 0.100% | |
5/1/2025 | Q3 Asset Management | 19,617 | $999K | 0.7% | +340.0% | 0.058% | |
5/1/2025 | Grant GrossMendelsohn LLC | 61,444 | $3.12M | 1.7% | N/A | 0.182% | |