8/6/2025 | Prospera Financial Services Inc | 46,122 | $2.11M | 0.0% | -8.2% | 0.124% | |
8/6/2025 | AE Wealth Management LLC | 3,367 | $154K | 0.0% | +40.9% | 0.009% | |
8/6/2025 | Reston Wealth Management LLC | 40,095 | $1.84M | 0.6% | -7.7% | 0.108% | |
8/5/2025 | Cassaday & Co Wealth Management LLC | 5,090 | $233K | 0.0% | N/A | 0.014% | |
8/5/2025 | Burney Co. | 5,165 | $236K | 0.0% | N/A | 0.014% | |
8/5/2025 | Sigma Planning Corp | 22,145 | $1.01M | 0.0% | -30.0% | 0.060% | |
8/5/2025 | Mission Wealth Management LP | 4,905 | $224K | 0.0% | N/A | 0.013% | |
8/4/2025 | Spire Wealth Management | 5,316 | $243K | 0.0% | +34.0% | 0.014% | |
8/4/2025 | Hantz Financial Services Inc. | 1,100 | $50K | 0.0% | N/A | 0.003% | |
8/4/2025 | Arkadios Wealth Advisors | 232,882 | $10.66M | 0.3% | +4.0% | 0.628% | |
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8/1/2025 | Capital Investment Counsel LLC | 5,693 | $261K | 0.0% | N/A | 0.015% | |
8/1/2025 | Penobscot Wealth Management | 14,856 | $680K | 0.2% | -3.4% | 0.040% | |
7/30/2025 | Strategic Blueprint LLC | 14,726 | $674K | 0.0% | -8.7% | 0.040% | |
7/30/2025 | Gimbal Financial | 349,765 | $16.01M | 9.8% | N/A | 0.942% | |
7/29/2025 | Rodgers & Associates LTD | 14,170 | $649K | 0.1% | -7.5% | 0.038% | |
7/28/2025 | WealthPlan Investment Management LLC | 4,649 | $213K | 0.0% | N/A | 0.013% | |
7/28/2025 | Mutual Advisors LLC | 17,196 | $816K | 0.0% | -5.8% | 0.046% | |
7/28/2025 | Harbour Investments Inc. | 3,400 | $156K | 0.0% | -86.3% | 0.009% | |
7/28/2025 | Cutler Investment Counsel LLC | 244,231 | $11.18M | 1.2% | -5.2% | 0.658% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 5,435 | $249K | 0.1% | -17.4% | 0.015% | |
7/25/2025 | Commonwealth Financial Services LLC | 63,909 | $2.93M | 0.6% | -53.4% | 0.172% | |
7/25/2025 | SPC Financial Inc. | 30,870 | $1.41M | 0.1% | -8.7% | 0.083% | |
7/25/2025 | CWM LLC | 32,816 | $1.50M | 0.0% | +6.8% | 0.088% | |
7/25/2025 | Concurrent Investment Advisors LLC | 4,611 | $211K | 0.0% | N/A | 0.012% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 9,119 | $417K | 0.0% | N/A | 0.025% | |
7/24/2025 | IFP Advisors Inc | 5,838 | $267K | 0.0% | -90.6% | 0.016% | |
7/24/2025 | Financial Security Advisor Inc. | 704,460 | $32.24M | 7.4% | -1.4% | 1.898% | |
7/24/2025 | Blair William & Co. IL | 11,618 | $532K | 0.0% | -2.8% | 0.031% | |
7/24/2025 | US Bancorp DE | 25,020 | $1.15M | 0.0% | +1.7% | 0.068% | |
7/22/2025 | Belpointe Asset Management LLC | 42,658 | $1.95M | 0.1% | +318.3% | 0.115% | |
7/22/2025 | Duncan Williams Asset Management LLC | 4,484 | $205K | 0.0% | N/A | 0.012% | |
7/22/2025 | DAVENPORT & Co LLC | 13,345 | $611K | 0.0% | +145.1% | 0.036% | |
7/22/2025 | Berger Financial Group Inc | 31,933 | $1.46M | 0.1% | -1.9% | 0.086% | |
7/22/2025 | Willner & Heller LLC | 14,792 | $677K | 0.6% | -5.2% | 0.040% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,960 | $135K | 0.0% | -66.8% | 0.008% | |
7/18/2025 | Truist Financial Corp | 33,663 | $1.54M | 0.0% | +9.9% | 0.091% | |
7/17/2025 | XML Financial LLC | 51,597 | $2.36M | 0.2% | +3.4% | 0.139% | |
7/17/2025 | G&S Capital LLC | 17,768 | $813K | 0.3% | +7.6% | 0.048% | |
7/17/2025 | Janney Montgomery Scott LLC | 264,503 | $12.11M | 0.0% | +0.3% | 0.715% | |
7/16/2025 | Twelve Points Wealth Management LLC | 42,149 | $1.93M | 0.5% | -73.7% | 0.114% | |
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7/16/2025 | Perigon Wealth Management LLC | 15,255 | $698K | 0.0% | -23.3% | 0.041% | |
7/15/2025 | Signal Tree Financial Partners LLC | 4,805 | $220K | 0.2% | N/A | 0.013% | |
7/15/2025 | Marquette Asset Management LLC | 715,226 | $32.74M | 5.5% | -1.3% | 1.934% | |
7/15/2025 | Forte Capital LLC ADV | 40,253 | $1.84M | 0.2% | -9.7% | 0.109% | |
7/14/2025 | Sowell Financial Services LLC | 6,555 | $300K | 0.0% | -36.5% | 0.018% | |
7/11/2025 | Trinity Wealth Management LLC | 142,004 | $6.50M | 2.6% | +333.6% | 0.388% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 134,641 | $6.24M | 0.0% | +0.7% | 0.368% | |
7/9/2025 | Affinity Capital Advisors LLC | 31,521 | $1.44M | 0.2% | +79.4% | 0.086% | |
7/9/2025 | Wolff Financial Management LLC | 109,122 | $5.00M | 1.3% | -1.3% | 0.298% | |
7/9/2025 | Beacon Financial Group | 27,657 | $1.27M | 0.1% | +7.4% | 0.076% | |
7/7/2025 | Investors Research Corp | 18,636 | $853K | 0.2% | -57.3% | 0.051% | |
6/2/2025 | Modern Wealth Management LLC | 7,189 | $275K | 0.0% | N/A | 0.020% | |
5/20/2025 | Belpointe Asset Management LLC | 10,199 | $390K | 0.0% | -6.1% | 0.028% | |
5/20/2025 | Focus Partners Wealth | 21,900 | $838K | 0.0% | -36.1% | 0.061% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 13,039 | $499K | 0.0% | -11.0% | 0.036% | |
5/16/2025 | Jones Financial Companies Lllp | 34,443 | $1.32M | 0.0% | +496.4% | 0.095% | |
5/16/2025 | NewEdge Advisors LLC | 49,711 | $1.90M | 0.0% | +16.3% | 0.137% | |
5/15/2025 | EP Wealth Advisors LLC | 4,667 | $179K | 0.0% | -11.5% | 0.013% | |
5/15/2025 | Cubist Systematic Strategies LLC | 12,345 | $472K | 0.0% | N/A | 0.034% | |
5/15/2025 | Royal Bank of Canada | 356,395 | $13.63M | 0.0% | +8.5% | 0.986% | |
5/15/2025 | Baird Financial Group Inc. | 26,911 | $1.03M | 0.0% | +355.3% | 0.074% | |
5/14/2025 | Kestra Advisory Services LLC | 57,319 | $2.19M | 0.0% | -10.1% | 0.159% | |
5/14/2025 | CW Advisors LLC | 11,357 | $441K | 0.0% | N/A | 0.031% | |
5/13/2025 | Brooklyn Investment Group | 1,435 | $55K | 0.0% | N/A | 0.004% | |
5/13/2025 | Valley Brook Capital Group Inc. | 8,939 | $342K | 0.3% | -6.8% | 0.025% | |
5/13/2025 | Raymond James Financial Inc. | 772,926 | $29.56M | 0.0% | +22.9% | 2.138% | |
5/13/2025 | HighTower Advisors LLC | 671,497 | $25.69M | 0.0% | -1.8% | 1.857% | |
5/12/2025 | Berger Financial Group Inc | 32,565 | $1.25M | 0.1% | -2.2% | 0.089% | |
5/12/2025 | Condor Capital Management | 8,432 | $323K | 0.0% | -28.8% | 0.023% | |
5/12/2025 | Wambolt & Associates LLC | 11,917 | $460K | 0.2% | -5.2% | 0.032% | |
5/9/2025 | Chicago Partners Investment Group LLC | 67,895 | $2.75M | 0.1% | -1.8% | 0.185% | |
5/9/2025 | Commonwealth Financial Services LLC | 137,114 | $5.25M | 1.1% | +72.6% | 0.373% | |
5/9/2025 | Atlantic Private Wealth LLC | 888 | $34K | 0.0% | N/A | 0.002% | |
5/9/2025 | Atria Wealth Solutions Inc. | 44,861 | $1.72M | 0.0% | -5.5% | 0.122% | |
5/9/2025 | Plan Group Financial LLC | 223,510 | $8.55M | 3.1% | +21.9% | 0.608% | |
5/9/2025 | Commonwealth Equity Services LLC | 496,305 | $18.98M | 0.0% | +8.1% | 1.350% | |
5/8/2025 | SPC Financial Inc. | 33,795 | $1.29M | 0.1% | +6.9% | 0.092% | |
5/8/2025 | US Bancorp DE | 24,590 | $941K | 0.0% | -1.0% | 0.067% | |
5/8/2025 | Private Advisory Group LLC | 24,536 | $939K | 0.1% | N/A | 0.067% | |
5/8/2025 | SlateStone Wealth LLC | 8,287 | $317K | 0.0% | -7.8% | 0.023% | |
5/8/2025 | Arkadios Wealth Advisors | 223,991 | $8.57M | 0.3% | +3.7% | 0.609% | |
5/8/2025 | Cutler Investment Counsel LLC | 257,599 | $9.85M | 1.2% | -12.7% | 0.701% | |
5/7/2025 | Beacon Bridge Wealth Partners LLC | 62,463 | $2.39M | 1.0% | +1.4% | 0.170% | |
5/7/2025 | LPL Financial LLC | 1,316,683 | $50.36M | 0.0% | +20.3% | 3.581% | |
5/6/2025 | Assetmark Inc. | 2,036 | $78K | 0.0% | +14.9% | 0.006% | |
5/6/2025 | Cetera Investment Advisers | 22,738 | $870K | 0.0% | -12.8% | 0.062% | |
5/6/2025 | Avantax Advisory Services Inc. | 148,708 | $5.69M | 0.0% | -0.9% | 0.404% | |
5/6/2025 | AE Wealth Management LLC | 2,389 | $91K | 0.0% | +162.2% | 0.006% | |
5/6/2025 | PFG Advisors | 47,876 | $1.83M | 0.1% | +42.1% | 0.130% | |
5/5/2025 | Hazlett Burt & Watson Inc. | 6,582 | $252K | 0.1% | -4.5% | 0.018% | |
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5/5/2025 | IFP Advisors Inc | 62,326 | $2.38M | 0.1% | -19.8% | 0.170% | |
5/5/2025 | Auxano Advisors LLC | 185,843 | $7.11M | 1.9% | -1.1% | 0.505% | |
5/5/2025 | Private Advisor Group LLC | 221,977 | $8.49M | 0.1% | +323.0% | 0.604% | |
5/2/2025 | Forte Capital LLC ADV | 44,593 | $1.71M | 0.2% | -3.1% | 0.121% | |
5/2/2025 | Kingsview Wealth Management LLC | 43,754 | $1.67M | 0.0% | -2.4% | 0.119% | |
5/2/2025 | PAX Financial Group LLC | 41,135 | $1.57M | 0.3% | +62.3% | 0.112% | |
5/2/2025 | Sigma Planning Corp | 31,618 | $1.21M | 0.0% | +408.8% | 0.086% | |
5/1/2025 | CWM LLC | 30,726 | $1.18M | 0.0% | -16.8% | 0.084% | |
5/1/2025 | Stephens Inc. AR | 14,370 | $550K | 0.0% | -9.6% | 0.039% | |
5/1/2025 | Financial Security Advisor Inc. | 714,178 | $27.32M | 6.9% | -1.3% | 1.942% | |