8/1/2025 | Biltmore Family Office LLC | 450 | $95K | 0.0% | +80.0% | 0.003% | |
8/1/2025 | Planning Directions Inc. | 3,145 | $664K | 0.4% | -5.6% | 0.018% | |
8/1/2025 | Anson Capital Inc. | 10,270 | $2.17M | 1.7% | +4.4% | 0.058% | |
8/1/2025 | GWN Securities Inc. | 1,974 | $417K | 0.1% | -43.5% | 0.011% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 1,170 | $247K | 0.0% | -69.3% | 0.007% | |
8/1/2025 | Solstein Capital LLC | 853 | $180K | 0.1% | +161.7% | 0.005% | |
8/1/2025 | Envestnet Asset Management Inc. | 168,564 | $35.56M | 0.0% | -25.3% | 0.954% | |
7/31/2025 | Wealthfront Advisers LLC | 22,931 | $4.84M | 0.0% | +45.1% | 0.130% | |
7/31/2025 | Optimum Investment Advisors | 1,146 | $242K | 0.1% | -14.9% | 0.006% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 1,137 | $240K | 0.0% | N/A | 0.006% | |
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7/31/2025 | Glass Jacobson Investment Advisors llc | 296 | $62K | 0.0% | +30.4% | 0.002% | |
7/31/2025 | Moloney Securities Asset Management LLC | 967 | $204K | 0.0% | -57.7% | 0.005% | |
7/30/2025 | Principle Wealth Partners LLC | 1,099 | $232K | 0.0% | N/A | 0.006% | |
7/30/2025 | Prosperity Financial Group Inc. | 1,320 | $278K | 0.1% | -7.0% | 0.007% | |
7/30/2025 | Freedom Investment Management Inc. | 3,657 | $772K | 0.1% | -35.5% | 0.021% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 949 | $200K | 0.0% | N/A | 0.005% | |
7/30/2025 | Brookstone Capital Management | 2,205 | $465K | 0.0% | -22.3% | 0.012% | |
7/30/2025 | Retirement Planning Group LLC | 9,573 | $2.02M | 0.1% | -8.3% | 0.054% | |
7/30/2025 | D.A. Davidson & CO. | 15,111 | $3.19M | 0.0% | +0.4% | 0.085% | |
7/30/2025 | Pacific Sun Financial Corp | 18,151 | $3.83M | 2.0% | -2.3% | 0.103% | |
7/30/2025 | Whittier Trust Co. | 1,500 | $316K | 0.0% | N/A | 0.008% | |
7/30/2025 | WESPAC Advisors SoCal LLC | 50,603 | $10.67M | 2.4% | +42.6% | 0.286% | |
7/30/2025 | WBH Advisory Inc. | 4,783 | $1.01M | 0.1% | -24.5% | 0.027% | |
7/29/2025 | FLC Capital Advisors | 36,248 | $7.65M | 1.6% | -1.3% | 0.205% | |
7/29/2025 | Ballast Inc. | 1,180 | $249K | 0.1% | N/A | 0.007% | |
7/29/2025 | International Assets Investment Management LLC | 4,542 | $958K | 0.0% | +69.4% | 0.026% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 11,039 | $2.33M | 0.1% | +3.3% | 0.062% | |
7/29/2025 | Stratos Wealth Partners LTD. | 15,481 | $3.27M | 0.0% | +1.4% | 0.088% | |
7/29/2025 | Private Trust Co. NA | 953 | $201K | 0.0% | -33.6% | 0.005% | |
7/28/2025 | Mutual Advisors LLC | 4,124 | $909K | 0.0% | +16.3% | 0.023% | |
7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 1,863 | $393K | 0.1% | +22.6% | 0.011% | |
7/25/2025 | Atria Wealth Solutions Inc. | 17,091 | $3.60M | 0.1% | -32.9% | 0.097% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 6,347 | $1.34M | 0.0% | -34.9% | 0.036% | |
7/25/2025 | RoundAngle Advisors LLC | 5,795 | $1.22M | 1.0% | +2.0% | 0.033% | |
7/25/2025 | Sequoia Financial Advisors LLC | 5,737 | $1.21M | 0.0% | -1.7% | 0.032% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 1,178 | $248K | 0.1% | -4.4% | 0.007% | |
7/25/2025 | Prostatis Group LLC | 23,056 | $4.86M | 1.4% | N/A | 0.130% | |
7/25/2025 | CWM LLC | 4,483 | $946K | 0.0% | +48.2% | 0.025% | |
7/25/2025 | Concurrent Investment Advisors LLC | 1,199 | $253K | 0.0% | N/A | 0.007% | |
7/25/2025 | Johnson Investment Counsel Inc. | 1,166 | $246K | 0.0% | N/A | 0.007% | |
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7/24/2025 | Blue Trust Inc. | 1,512 | $319K | 0.0% | -10.2% | 0.009% | |
7/24/2025 | WMG Financial Advisors LLC | 954 | $201K | 0.1% | N/A | 0.005% | |
7/24/2025 | Stonebridge Financial Group LLC | 68,316 | $14.41M | 1.4% | +18,876.7% | 0.387% | |
7/24/2025 | IFP Advisors Inc | 7,054 | $1.49M | 0.0% | -5.9% | 0.040% | |
7/24/2025 | Blair William & Co. IL | 1,713 | $361K | 0.0% | +4.8% | 0.010% | |
7/23/2025 | Clear Creek Financial Management LLC | 1,789 | $377K | 0.0% | -13.9% | 0.010% | |
7/23/2025 | Fortis Advisors LLC | 3,748 | $791K | 0.5% | -1.5% | 0.021% | |
7/23/2025 | WESPAC Advisors LLC | 1,207 | $255K | 0.2% | N/A | 0.007% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 1,954 | $412K | 0.0% | +5.7% | 0.011% | |
7/23/2025 | Meitav Investment House Ltd. | 37,503 | $7.91M | 0.1% | +173.3% | 0.214% | |
7/23/2025 | MADDEN SECURITIES Corp | 9,605 | $2.03M | 0.7% | +45.4% | 0.055% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 2,821 | $595K | 0.0% | -67.4% | 0.016% | |
7/22/2025 | Valley National Advisers Inc. | 282 | $59K | 0.0% | +156.4% | 0.002% | |
7/22/2025 | Global Assets Advisory LLC | 1,013 | $209K | 0.1% | -57.8% | 0.006% | |
7/22/2025 | Kraematon Investment Advisors Inc. | 1,428 | $301K | 0.3% | -3.4% | 0.008% | |
7/22/2025 | Bank Hapoalim BM | 13,864 | $2.92M | 0.4% | -1.4% | 0.079% | |
7/21/2025 | Ameritas Advisory Services LLC | 11,309 | $2.39M | 0.1% | -1.9% | 0.065% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 1,000 | $211K | 0.0% | +66.7% | 0.006% | |
7/18/2025 | Marks Wealth LLC | 112,426 | $23.72M | 7.7% | N/A | 0.642% | |
7/18/2025 | Viewpoint Investment Partners Corp | 24,313 | $5.13M | 2.8% | +198.1% | 0.139% | |
7/18/2025 | Centricity Wealth Management LLC | 230 | $49K | 0.0% | +100.0% | 0.001% | |
7/18/2025 | SMI Advisory Services LLC | 45,380 | $9.87M | 1.9% | N/A | 0.259% | |
7/18/2025 | Truist Financial Corp | 25,230 | $5.32M | 0.0% | +2.8% | 0.144% | |
7/18/2025 | Bourgeon Capital Management LLC | 37,788 | $7.97M | 1.6% | -0.4% | 0.216% | |
7/17/2025 | Trivium Point Advisory LLC | 10,407 | $2.20M | 0.2% | -0.5% | 0.060% | |
7/17/2025 | Capital Investment Advisors LLC | 1,271 | $268K | 0.0% | N/A | 0.007% | |
7/17/2025 | Presper Financial Architects LLC | 1,062 | $224K | 0.2% | N/A | 0.006% | |
7/17/2025 | Sterling Investment Advisors Ltd. | 3,240 | $683K | 0.2% | +14.1% | 0.019% | |
7/17/2025 | HB Wealth Management LLC | 1,564 | $330K | 0.0% | N/A | 0.009% | |
7/17/2025 | Janney Montgomery Scott LLC | 25,885 | $5.46M | 0.0% | +219.5% | 0.149% | |
7/17/2025 | Campion Asset Management | 1,043 | $220K | 0.2% | N/A | 0.006% | |
7/17/2025 | Fifth Third Securities Inc. | 3,830 | $808K | 0.1% | -49.5% | 0.022% | |
7/17/2025 | Enclave Advisors LLC | 107,397 | $22.65M | 3.7% | +25.4% | 0.617% | |
7/17/2025 | Keystone Global Partners LLC | 14,683 | $3.10M | 1.7% | +101.0% | 0.084% | |
7/17/2025 | Tempus Wealth Planning LLC | 1,388 | $293K | 0.1% | N/A | 0.008% | |
7/16/2025 | TRU Independence Asset Management 2 LLC | 1,038 | $219K | 0.1% | N/A | 0.006% | |
7/16/2025 | Signaturefd LLC | 390 | $82K | 0.0% | -51.5% | 0.002% | |
7/16/2025 | ORG Partners LLC | 440 | $91K | 0.0% | -22.9% | 0.003% | |
7/16/2025 | Howard Capital Management Group LLC | 188,672 | $39.80M | 2.8% | +0.7% | 1.084% | |
7/16/2025 | NovaPoint Capital LLC | 15,341 | $3.24M | 1.0% | +2.0% | 0.088% | |
7/16/2025 | Spinnaker Investment Group LLC | 5,532 | $1.17M | 0.3% | +6.2% | 0.032% | |
7/16/2025 | Perigon Wealth Management LLC | 14,962 | $3.16M | 0.1% | -16.6% | 0.086% | |
7/16/2025 | Maridea Wealth Management LLC | 8,661 | $1.83M | 0.5% | +7.2% | 0.050% | |
7/16/2025 | Magnus Financial Group LLC | 1,161 | $245K | 0.0% | -29.0% | 0.007% | |
7/16/2025 | Meridian Financial LLC | 980 | $207K | 0.1% | N/A | 0.006% | |
7/15/2025 | Affinity Wealth Management LLC | 160,932 | $33.95M | 5.4% | N/A | 0.925% | |
7/15/2025 | Evanson Asset Management LLC | 1,038 | $219K | 0.0% | N/A | 0.006% | |
7/15/2025 | EWG Elevate Inc. | 43,784 | $9.24M | 2.8% | N/A | 0.252% | |
7/15/2025 | IMS Capital Management | 1,137 | $240K | 0.1% | N/A | 0.007% | |
7/15/2025 | Accurate Wealth Management LLC | 2,465 | $517K | 0.1% | N/A | 0.014% | |
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7/14/2025 | Buska Wealth Management LLC | 41,697 | $8.80M | 2.4% | -28.4% | 0.240% | |
7/14/2025 | Armstrong Advisory Group Inc. | 569 | $120K | 0.0% | +355.2% | 0.003% | |
7/14/2025 | Flagstar Advisors Inc. | 5,862 | $1.24M | 0.3% | +6.9% | 0.034% | |
7/14/2025 | Park Avenue Securities LLC | 9,057 | $1.91M | 0.0% | N/A | 0.052% | |
7/11/2025 | Annex Advisory Services LLC | 1,008 | $213K | 0.0% | N/A | 0.006% | |
7/11/2025 | Farther Finance Advisors LLC | 1,751 | $369K | 0.0% | -16.1% | 0.010% | |
7/11/2025 | SeaCrest Wealth Management LLC | 15,107 | $3.19M | 0.3% | -6.9% | 0.088% | |
7/10/2025 | Worth Asset Management LLC | 5,252 | $1.11M | 0.5% | N/A | 0.030% | |
7/10/2025 | HF Advisory Group LLC | 1,223 | $258K | 0.1% | -7.3% | 0.007% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 1,905 | $402K | 0.1% | -19.5% | 0.011% | |