8/1/2025 | PCA Investment Advisory Services Inc. | 17,464 | $643K | 0.3% | +24.7% | 0.021% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 22,849 | $841K | 0.0% | N/A | 0.027% | |
8/1/2025 | Envestnet Asset Management Inc. | 65,696 | $2.42M | 0.0% | +14.5% | 0.079% | |
7/31/2025 | Leavell Investment Management Inc. | 125,694 | $4.62M | 0.2% | +39.5% | 0.151% | |
7/31/2025 | Mason & Associates Inc | 1,029,239 | $37.87M | 8.7% | N/A | 1.234% | |
7/30/2025 | KPP Advisory Services LLC | 45,678 | $1.68M | 0.3% | +196.1% | 0.055% | |
7/30/2025 | Prosperity Financial Group Inc. | 39,656 | $1.46M | 0.6% | +32.3% | 0.048% | |
7/30/2025 | Bogart Wealth LLC | 196,458 | $7.23M | 0.3% | +7.8% | 0.236% | |
7/29/2025 | Stratos Wealth Partners LTD. | 1,511,634 | $55.61M | 0.8% | -1.2% | 1.813% | |
7/29/2025 | Stratos Wealth Advisors LLC | 8,856 | $326K | 0.0% | N/A | 0.011% | |
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7/29/2025 | Private Trust Co. NA | 3,475 | $128K | 0.0% | N/A | 0.004% | |
7/29/2025 | Riverbend Wealth Management LLC | 14,803 | $545K | 0.4% | +38.6% | 0.018% | |
7/29/2025 | Stratos Investment Management LLC | 1,978,098 | $72.77M | 3.3% | +4.4% | 2.373% | |
7/29/2025 | Mattson Financial Services LLC | 64,709 | $2.38M | 0.6% | -5.5% | 0.078% | |
7/29/2025 | Empirical Asset Management LLC | 69,125 | $2.54M | 0.8% | +1.4% | 0.083% | |
7/28/2025 | Tower Wealth Partners Inc. | 492,981 | $18.14M | 10.7% | +4.0% | 0.591% | |
7/28/2025 | Harbour Investments Inc. | 8,201 | $302K | 0.0% | +13.1% | 0.010% | |
7/25/2025 | Atria Wealth Solutions Inc. | 55,103 | $2.03M | 0.0% | +62.1% | 0.066% | |
7/25/2025 | Retirement Planning Group LLC NY | 90,043 | $3.31M | 2.9% | +41.3% | 0.108% | |
7/23/2025 | Morey & Quinn Wealth Partners LLC | 19,785 | $728K | 0.6% | +26.9% | 0.024% | |
7/23/2025 | RiverTree Advisors LLC | 8,180 | $301K | 0.2% | -5.9% | 0.010% | |
7/23/2025 | Drake & Associates LLC | 840,273 | $30.91M | 7.6% | +4.4% | 1.014% | |
7/23/2025 | Heck Capital Advisors LLC | 461,922 | $16.99M | 1.5% | N/A | 0.557% | |
7/22/2025 | DAVENPORT & Co LLC | 131,024 | $4.82M | 0.0% | +91.0% | 0.158% | |
7/22/2025 | USAdvisors Wealth Management LLC | 160,450 | $5.91M | 2.2% | +5.1% | 0.194% | |
7/21/2025 | Ameritas Advisory Services LLC | 70,820 | $2.61M | 0.1% | +102.0% | 0.085% | |
7/18/2025 | Truist Financial Corp | 8,231 | $303K | 0.0% | +30.8% | 0.010% | |
7/17/2025 | Janney Montgomery Scott LLC | 18,761 | $690K | 0.0% | +51.3% | 0.023% | |
7/17/2025 | Archford Capital Strategies LLC | 269,439 | $9.91M | 1.3% | +2.6% | 0.325% | |
7/17/2025 | KWB Wealth | 236,281 | $8.69M | 1.0% | +57.9% | 0.285% | |
7/16/2025 | Spirepoint Private Client LLC | 64,672 | $2.38M | 0.3% | -8.9% | 0.078% | |
7/16/2025 | Essex Financial Services Inc. | 213,424 | $7.85M | 0.5% | +22.6% | 0.258% | |
7/16/2025 | Perigon Wealth Management LLC | 6,927 | $255K | 0.0% | +10.6% | 0.008% | |
7/15/2025 | Palumbo Wealth Management LLC | 11,916 | $438K | 0.1% | N/A | 0.014% | |
7/15/2025 | Axis Wealth Partners LLC | 33,241 | $1.22M | 0.8% | +13.7% | 0.040% | |
7/11/2025 | Silver Oak Securities Incorporated | 80,568 | $2.96M | 0.2% | +2.8% | 0.097% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 320,671 | $11.98M | 0.0% | +394.6% | 0.386% | |
7/10/2025 | Sovran Advisors LLC | 92,334 | $3.42M | 0.4% | +33.3% | 0.111% | |
7/9/2025 | Pines Wealth Management LLC | 35,328 | $1.32M | 0.5% | +9.9% | 0.043% | |
7/9/2025 | Fermata Advisors LLC | 101,501 | $3.73M | 1.0% | -0.7% | 0.122% | |
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7/9/2025 | Fiduciary Alliance LLC | 6,883 | $253K | 0.0% | -11.3% | 0.008% | |
7/9/2025 | WealthCare Investment Partners LLC | 23,778 | $889K | 0.3% | +15.5% | 0.029% | |
7/8/2025 | Paladin Wealth LLC | 60,269 | $2.22M | 1.7% | +2.9% | 0.073% | |
7/8/2025 | Gradient Investments LLC | 2,031,726 | $74.75M | 1.4% | +1.2% | 2.448% | |
7/7/2025 | RDA Financial Network | 105,535 | $3.88M | 1.0% | +6.4% | 0.127% | |
7/2/2025 | Capital Market Strategies LLC | 10,558 | $388K | 0.3% | N/A | 0.013% | |
5/22/2025 | Mattson Financial Services LLC | 68,451 | $2.27M | 0.7% | N/A | 0.088% | |
5/19/2025 | Jane Street Group LLC | 33,719 | $1.12M | 0.0% | N/A | 0.044% | |
5/16/2025 | NewEdge Advisors LLC | 360,376 | $11.97M | 0.1% | +14.0% | 0.465% | |
5/15/2025 | Paragon Private Wealth Management LLC | 51,178 | $1.70M | 0.8% | +36.7% | 0.066% | |
5/15/2025 | Royal Bank of Canada | 573,398 | $19.04M | 0.0% | +13.5% | 0.740% | |
5/15/2025 | Spectrum Wealth Advisory Group LLC | 1,003,213 | $33.32M | 16.0% | +2.5% | 1.295% | |
5/14/2025 | Comerica Bank | 6,434 | $214K | 0.0% | +327.2% | 0.008% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 207,953 | $6.91M | 0.0% | +66.1% | 0.268% | |
5/14/2025 | Kestra Advisory Services LLC | 106,472 | $3.54M | 0.0% | N/A | 0.137% | |
5/14/2025 | Ameriprise Financial Inc. | 10,595,780 | $351.89M | 0.1% | +519.4% | 13.676% | |
5/14/2025 | CW Advisors LLC | 90,009 | $2.99M | 0.0% | N/A | 0.116% | |
5/13/2025 | Tyler Stone Wealth Management | 10,164 | $338K | 0.1% | +18.7% | 0.013% | |
5/13/2025 | Raymond James Financial Inc. | 2,748,138 | $91.27M | 0.0% | +73.6% | 3.547% | |
5/13/2025 | Dagco Inc. | 64,357 | $2.14M | 0.7% | +48.7% | 0.083% | |
5/13/2025 | Trajan Wealth LLC | 554,950 | $18.43M | 1.0% | +3.1% | 0.716% | |
5/9/2025 | Atria Wealth Solutions Inc. | 33,992 | $1.13M | 0.0% | +47.5% | 0.044% | |
5/9/2025 | Thoroughbred Financial Services LLC | 26,288 | $873K | 0.1% | N/A | 0.034% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,420,093 | $47.16M | 0.1% | +57.7% | 1.833% | |
5/8/2025 | Harbour Investments Inc. | 7,250 | $241K | 0.0% | +239.7% | 0.009% | |
5/8/2025 | MMA Asset Management LLC | 27,343 | $908K | 0.4% | -4.8% | 0.035% | |
5/7/2025 | LPL Financial LLC | 8,987,115 | $298.46M | 0.1% | +11.0% | 12.587% | |
5/7/2025 | BlueStem Wealth Partners LLC | 1,579,857 | $52.47M | 7.2% | +32.0% | 2.213% | |
5/6/2025 | USAdvisors Wealth Management LLC | 152,626 | $5.07M | 1.8% | -5.4% | 0.214% | |
5/6/2025 | Cetera Investment Advisers | 339,577 | $11.28M | 0.0% | +104.8% | 0.476% | |
5/6/2025 | Avantax Advisory Services Inc. | 80,795 | $2.68M | 0.0% | N/A | 0.113% | |
5/6/2025 | Flynn Zito Capital Management LLC | 155,454 | $5.16M | 2.4% | +891.8% | 0.218% | |
5/5/2025 | PCA Investment Advisory Services Inc. | 14,004 | $465K | 0.2% | +38.2% | 0.020% | |
5/5/2025 | Kestra Private Wealth Services LLC | 179,451 | $5.96M | 0.1% | +141.2% | 0.251% | |
5/5/2025 | ARQ Wealth Advisors LLC | 214,206 | $7.11M | 2.6% | +13.1% | 0.300% | |
5/5/2025 | Private Advisor Group LLC | 108,978 | $3.62M | 0.0% | +8.7% | 0.153% | |
5/2/2025 | Larson Financial Group LLC | 3,790 | $126K | 0.0% | N/A | 0.005% | |
5/2/2025 | Bogart Wealth LLC | 182,197 | $6.05M | 0.3% | +6.5% | 0.255% | |
4/30/2025 | Leavell Investment Management Inc. | 90,100 | $2.99M | 0.1% | +161.1% | 0.126% | |
4/30/2025 | Stratos Wealth Partners LTD. | 1,529,574 | $50.80M | 0.8% | +32.5% | 2.142% | |
4/30/2025 | Stratos Investment Management LLC | 1,894,985 | $62.93M | 3.4% | +34.3% | 2.654% | |
4/29/2025 | Byrne Financial Freedom LLC | 17,244 | $573K | 0.3% | +177.5% | 0.024% | |
4/29/2025 | Envestnet Asset Management Inc. | 57,379 | $1.91M | 0.0% | -34.0% | 0.080% | |
4/29/2025 | Drake & Associates LLC | 805,125 | $26.74M | 7.5% | +2.1% | 1.128% | |
4/29/2025 | World Investment Advisors | 153,364 | $5.09M | 0.1% | +3.8% | 0.215% | |
4/29/2025 | Silver Oak Securities Incorporated | 78,396 | $2.59M | 0.2% | -5.1% | 0.110% | |
4/28/2025 | Axis Wealth Partners LLC | 29,224 | $971K | 0.7% | +1.5% | 0.041% | |
4/28/2025 | DAVENPORT & Co LLC | 68,615 | $2.28M | 0.0% | +36.8% | 0.096% | |
4/25/2025 | Ameritas Advisory Services LLC | 35,053 | $1.21M | 0.0% | +13.8% | 0.049% | |
4/25/2025 | Essex Financial Services Inc. | 174,080 | $5.78M | 0.4% | +29.1% | 0.244% | |
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4/25/2025 | Sovran Advisors LLC | 69,285 | $2.15M | 0.3% | +118.5% | 0.097% | |
4/23/2025 | KPP Advisory Services LLC | 15,426 | $512K | 0.1% | N/A | 0.022% | |
4/23/2025 | Western Wealth Management LLC | 106,944 | $3.55M | 0.2% | +9.6% | 0.150% | |
4/23/2025 | Riverbend Wealth Management LLC | 10,680 | $355K | 0.3% | +31.1% | 0.015% | |
4/23/2025 | Daymark Wealth Partners LLC | 631,493 | $20.97M | 0.9% | N/A | 0.884% | |
4/23/2025 | Balance Wealth LLC | 302,019 | $10.03M | 6.5% | N/A | 0.423% | |
4/23/2025 | Archford Capital Strategies LLC | 262,723 | $8.73M | 1.3% | +223.3% | 0.368% | |
4/23/2025 | Spirepoint Private Client LLC | 70,977 | $2.36M | 0.3% | N/A | 0.099% | |
4/22/2025 | Three Cord True Wealth Management LLC | 486,050 | $16.14M | 13.8% | +10.4% | 0.681% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 213,840 | $7.10M | 0.0% | +44.9% | 0.299% | |