7/17/2025 | HCR Wealth Advisors | 17,312 | $1.47M | 0.2% | -3.0% | 0.007% | |
7/17/2025 | Capital Investment Advisors LLC | 3,428 | $291K | 0.0% | N/A | 0.001% | |
7/17/2025 | HB Wealth Management LLC | 6,595 | $559K | 0.0% | -8.0% | 0.003% | |
7/17/2025 | Sound Income Strategies LLC | 5,959 | $506K | 0.0% | +33.5% | 0.003% | |
7/17/2025 | Hengehold Capital Management LLC | 2,714 | $230K | 0.0% | N/A | 0.001% | |
7/16/2025 | TRU Independence Asset Management 2 LLC | 5,050 | $428K | 0.3% | +21.1% | 0.002% | |
7/16/2025 | ORG Wealth Partners LLC | 985 | $82K | 0.0% | -20.7% | 0.000% | |
7/16/2025 | Vestia Personal Wealth Advisors | 2,651 | $225K | 0.1% | N/A | 0.001% | |
7/16/2025 | Beaumont Financial Advisors LLC | 285,961 | $24.26M | 1.8% | -4.1% | 0.122% | |
7/16/2025 | Brave Asset Management Inc. | 2,824 | $240K | 0.1% | -11.0% | 0.001% | |
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7/16/2025 | Perigon Wealth Management LLC | 22,200 | $1.88M | 0.0% | -4.6% | 0.010% | |
7/16/2025 | Maridea Wealth Management LLC | 21,626 | $1.84M | 0.5% | +11.9% | 0.009% | |
7/16/2025 | TB Alternative Assets Ltd. | 234,675 | $19.91M | 3.7% | -19.1% | 0.101% | |
7/16/2025 | Kennicott Capital Management LLC | 2,601 | $221K | 0.1% | N/A | 0.001% | |
7/15/2025 | Oxinas Partners Wealth Management LLC | 2,655 | $225K | 0.1% | N/A | 0.001% | |
7/15/2025 | North Star Investment Management Corp. | 3,152 | $267K | 0.0% | -7.2% | 0.001% | |
7/15/2025 | Hartmann Taylor Wealth Management LLC | 2,455 | $208K | 0.2% | N/A | 0.001% | |
7/15/2025 | Financial Management Professionals Inc. | 22,156 | $1.88M | 0.2% | -5.4% | 0.009% | |
7/15/2025 | BCS Wealth Management | 9,151 | $776K | 0.2% | +1.2% | 0.004% | |
7/15/2025 | Mainstream Capital Management LLC | 3,584 | $304K | 0.2% | -7.1% | 0.002% | |
7/15/2025 | BNC Wealth Management LLC | 2,600 | $221K | 0.1% | N/A | 0.001% | |
7/15/2025 | Christensen King & Associates Investment Services Inc. | 2,517 | $214K | 0.1% | N/A | 0.001% | |
7/14/2025 | Golden State Equity Partners | 9,160 | $777K | 0.1% | -1.3% | 0.004% | |
7/14/2025 | CRA Financial Services LLC | 24,541 | $2.08M | 0.3% | -2.1% | 0.011% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 20,602 | $1.75M | 0.1% | +5.6% | 0.009% | |
7/14/2025 | Narus Financial Partners LLC | 5,546 | $470K | 0.1% | +9.8% | 0.002% | |
7/14/2025 | Flagstar Advisors Inc. | 5,001 | $424K | 0.1% | -11.2% | 0.002% | |
7/14/2025 | Park Avenue Securities LLC | 5,878 | $499K | 0.0% | -27.0% | 0.003% | |
7/14/2025 | Sowell Financial Services LLC | 40,567 | $3.44M | 0.1% | +1.0% | 0.017% | |
7/11/2025 | Compass Ion Advisors LLC | 33,758 | $2.86M | 0.3% | -1.0% | 0.014% | |
7/11/2025 | Farther Finance Advisors LLC | 68,650 | $5.82M | 0.1% | +275.2% | 0.029% | |
7/11/2025 | Silver Oak Securities Incorporated | 3,741 | $317K | 0.0% | -30.1% | 0.002% | |
7/11/2025 | UMB Bank n.a. | 2,145 | $182K | 0.0% | -55.1% | 0.001% | |
7/11/2025 | SeaCrest Wealth Management LLC | 20,293 | $1.72M | 0.2% | +21.3% | 0.009% | |
7/11/2025 | International Private Wealth Advisors LLC | 6,950 | $590K | 0.5% | N/A | 0.003% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 3,811 | $323K | 0.1% | N/A | 0.002% | |
7/10/2025 | Clare Market Investments LLC | 7,854 | $666K | 0.1% | +104.3% | 0.003% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 190,564 | $16.40M | 0.0% | -6.9% | 0.081% | |
7/10/2025 | Atticus Wealth Management LLC | 1,098 | $93K | 0.0% | +57.3% | 0.000% | |
7/10/2025 | Secure Asset Management LLC | 7,969 | $676K | 0.1% | +36.1% | 0.003% | |
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7/10/2025 | KMG Fiduciary Partners LLC | 2,949 | $250K | 0.0% | N/A | 0.001% | |
7/9/2025 | Gilman Hill Asset Management LLC | 4,161 | $353K | 0.1% | N/A | 0.002% | |
7/9/2025 | Channel Wealth LLC | 9,368 | $795K | 0.2% | +53.6% | 0.004% | |
7/9/2025 | Mirador Capital Partners LP | 2,863 | $243K | 0.0% | N/A | 0.001% | |
7/9/2025 | Fermata Advisors LLC | 2,907 | $247K | 0.1% | -44.3% | 0.001% | |
7/9/2025 | Epiq Partners LLC | 34,000 | $2.88M | 1.5% | -23.0% | 0.015% | |
7/9/2025 | Fiduciary Alliance LLC | 128,807 | $10.93M | 0.8% | +15.7% | 0.055% | |
7/9/2025 | HFG Wealth Management LLC | 48,965 | $4.15M | 2.4% | -0.9% | 0.021% | |
7/9/2025 | Westmount Partners LLC | 7,983 | $677K | 0.2% | -1.5% | 0.003% | |
7/8/2025 | Strategic Advocates LLC | 2,732 | $232K | 0.1% | N/A | 0.001% | |
7/8/2025 | RMR Wealth Builders | 2,400 | $204K | 0.0% | N/A | 0.001% | |
7/8/2025 | NBC Securities Inc. | 31,295 | $2.65M | 0.2% | -14.1% | 0.013% | |
7/7/2025 | Upper Left Wealth Management LLC | 21,021 | $1.78M | 1.2% | +4.2% | 0.009% | |
7/7/2025 | Verde Capital Management | 53,620 | $4.55M | 1.1% | -2.0% | 0.023% | |
7/7/2025 | Global Wealth Strategies & Associates | 358 | $30K | 0.0% | -45.6% | 0.000% | |
7/3/2025 | Fiduciary Financial Group LLC | 10,212 | $847K | 0.2% | -19.5% | 0.004% | |
7/2/2025 | HBW Advisory Services LLC | 5,974 | $507K | 0.1% | +5.1% | 0.003% | |
6/2/2025 | Modern Wealth Management LLC | 12,313 | $802K | 0.0% | +1.7% | 0.005% | |
5/28/2025 | Silicon Valley Capital Partners | 8,500 | $563K | 0.1% | -21.3% | 0.004% | |
5/21/2025 | Geneos Wealth Management Inc. | 16,623 | $1.08M | 0.0% | -5.4% | 0.007% | |
5/20/2025 | Blue Rock Wealth Management LLC | 3,286 | $214K | 0.2% | -6.0% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 13,291 | $866K | 0.0% | -29.6% | 0.006% | |
5/20/2025 | Focus Partners Wealth | 233,574 | $15.22M | 0.0% | -3.4% | 0.097% | |
5/20/2025 | Flaharty Asset Management LLC | 599 | $39K | 0.0% | N/A | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 3,320 | $216K | 0.0% | N/A | 0.001% | |
5/20/2025 | Ransom Advisory Ltd | 3,300 | $215K | 0.1% | N/A | 0.001% | |
5/19/2025 | SCS Capital Management LLC | 75,957 | $4.95M | 0.1% | N/A | 0.031% | |
5/16/2025 | Adalta Capital Management LLC | 4,135 | $269K | 0.1% | +20.9% | 0.002% | |
5/16/2025 | Arete Wealth Advisors LLC | 5,481 | $357K | 0.0% | -13.1% | 0.002% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 3,351 | $218K | 0.0% | N/A | 0.001% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 1,814 | $118K | 0.1% | -7.2% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 49,782 | $3.24M | 0.0% | +3.0% | 0.021% | |
5/16/2025 | Millennium Management LLC | 100,000 | $6.52M | 0.0% | -39.8% | 0.041% | |
5/16/2025 | Integrated Wealth Concepts LLC | 34,877 | $2.27M | 0.0% | -25.4% | 0.014% | |
5/16/2025 | Curi RMB Capital LLC | 26,009 | $1.70M | 0.0% | -9.4% | 0.011% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 7,761 | $506K | 0.0% | -28.0% | 0.003% | |
5/16/2025 | Banque Transatlantique SA | 5,380 | $351K | 0.0% | N/A | 0.002% | |
5/16/2025 | Ancora Advisors LLC | 7,260 | $473K | 0.0% | +46.2% | 0.003% | |
5/15/2025 | EP Wealth Advisors LLC | 8,822 | $575K | 0.0% | -6.7% | 0.004% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 5,345 | $348K | 0.0% | +28.1% | 0.002% | |
5/15/2025 | Royal Bank of Canada | 18,388 | $1.20M | 0.0% | -20.1% | 0.008% | |
5/15/2025 | Alamea Verwaltungs GmbH | 22,446 | $1.46M | 1.3% | N/A | 0.009% | |
5/15/2025 | MAI Capital Management | 23,736 | $1.55M | 0.0% | -3.5% | 0.010% | |
5/15/2025 | DRW Securities LLC | 370,589 | $24.15M | 0.7% | +849.0% | 0.154% | |
5/15/2025 | Centric Wealth Management | 4,119 | $268K | 0.1% | +8.7% | 0.002% | |
5/14/2025 | CreativeOne Wealth LLC | 6,725 | $438K | 0.0% | -21.9% | 0.003% | |
5/14/2025 | Samalin Investment Counsel LLC | 3,361 | $219K | 0.1% | -47.6% | 0.001% | |
5/14/2025 | Synovus Financial Corp | 20,038 | $1.31M | 0.0% | -7.4% | 0.008% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,318 | $86K | 0.0% | +34.9% | 0.001% | |
5/14/2025 | Rahlfs Capital LLC | 5,844 | $353K | 0.4% | +20.0% | 0.002% | |
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5/14/2025 | Van Hulzen Asset Management LLC | 84,201 | $5.49M | 0.5% | -1.3% | 0.035% | |
5/14/2025 | Kestra Advisory Services LLC | 149,611 | $9.75M | 0.0% | -9.4% | 0.062% | |
5/14/2025 | Sprott Inc. | 38,290 | $2.50M | 0.1% | +8.4% | 0.016% | |
5/14/2025 | CW Advisors LLC | 10,805 | $724K | 0.0% | N/A | 0.004% | |
5/14/2025 | Summit Financial LLC | 3,864 | $252K | 0.0% | +7.2% | 0.002% | |
5/14/2025 | United Asset Strategies Inc. | 4,118 | $268K | 0.0% | -10.8% | 0.002% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 23,158 | $1.51M | 0.7% | -12.2% | 0.010% | |
5/14/2025 | Colonial Trust Advisors | 1,760 | $115K | 0.0% | +24.8% | 0.001% | |
5/14/2025 | Blue Investment Partners LLC | 23,583 | $1.54M | 0.6% | -19.6% | 0.010% | |
5/14/2025 | RWA Wealth Partners LLC | 11,087 | $723K | 0.0% | -42.1% | 0.005% | |