8/15/2025 | Visionary Wealth Advisors | 8,954 | $400K | 0.0% | -6.5% | 0.191% | |
8/15/2025 | Snowden Capital Advisors LLC | 11,520 | $514K | 0.0% | +17.4% | 0.246% | |
8/15/2025 | MML Investors Services LLC | 58,042 | $2.59M | 0.0% | +9.3% | 1.240% | |
8/14/2025 | Raymond James Financial Inc. | 74,595 | $3.33M | 0.0% | +11.7% | 1.594% | |
8/13/2025 | Beacon Pointe Advisors LLC | 48,576 | $2.17M | 0.0% | -5.4% | 1.038% | |
8/12/2025 | Tableaux LLC | 27,611 | $1.31M | 0.1% | N/A | 0.590% | |
8/12/2025 | JPMorgan Chase & Co. | 3,715 | $166K | 0.0% | -27.4% | 0.079% | |
8/12/2025 | Weaver Consulting Group | 15,553 | $694K | 0.2% | +47.4% | 0.332% | |
8/11/2025 | Outlook Wealth Advisors LLC | 13,446 | $600K | 0.2% | -2.3% | 0.287% | |
8/8/2025 | Cetera Investment Advisers | 68,796 | $3.07M | 0.0% | +1.5% | 1.470% | |
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8/6/2025 | Penserra Capital Management LLC | 390,431 | $17.43M | 0.2% | -6.4% | 8.343% | |
8/5/2025 | Sigma Planning Corp | 7,746 | $346K | 0.0% | -14.5% | 0.166% | |
8/4/2025 | Spire Wealth Management | 14,775 | $660K | 0.0% | -8.9% | 0.316% | |
8/4/2025 | Arkadios Wealth Advisors | 21,655 | $967K | 0.0% | +1.9% | 0.463% | |
8/1/2025 | Stuart Chaussee & Associates Inc. | 1,560,824 | $69.69M | 15.7% | +260,037.3% | 33.351% | |
8/1/2025 | FSA Advisors Inc. | 35,583 | $1.59M | 1.3% | +1.5% | 0.760% | |
8/1/2025 | Envestnet Asset Management Inc. | 96,465 | $4.31M | 0.0% | +8.5% | 2.061% | |
7/30/2025 | Strategic Blueprint LLC | 18,257 | $815K | 0.0% | +24.2% | 0.390% | |
7/30/2025 | Brookstone Capital Management | 597,194 | $26.67M | 0.3% | +6.4% | 12.761% | |
7/29/2025 | Chicago Partners Investment Group LLC | 6,417 | $292K | 0.0% | -4.6% | 0.137% | |
7/28/2025 | WealthPLAN Partners LLC | 6,631 | $296K | 0.0% | -92.7% | 0.142% | |
7/28/2025 | WealthPlan Investment Management LLC | 29,140 | $1.30M | 0.1% | -84.9% | 0.623% | |
7/28/2025 | Harbour Investments Inc. | 2,582 | $115K | 0.0% | +31.1% | 0.055% | |
7/28/2025 | Sagespring Wealth Partners LLC | 11,826 | $528K | 0.0% | N/A | 0.253% | |
7/25/2025 | Atria Wealth Solutions Inc. | 8,728 | $391K | 0.0% | N/A | 0.186% | |
7/25/2025 | MGO One Seven LLC | 9,155 | $409K | 0.0% | N/A | 0.196% | |
7/24/2025 | IFP Advisors Inc | 3,502 | $156K | 0.0% | +57.5% | 0.075% | |
7/24/2025 | Blair William & Co. IL | 18,621 | $831K | 0.0% | -76.0% | 0.398% | |
7/22/2025 | Berkshire Money Management Inc. | 368,923 | $16.47M | 1.7% | +1,280.9% | 7.883% | |
7/17/2025 | Janney Montgomery Scott LLC | 17,637 | $787K | 0.0% | -5.5% | 0.377% | |
7/15/2025 | BCS Wealth Management | 17,650 | $788K | 0.2% | -19.0% | 0.377% | |
7/15/2025 | Accurate Wealth Management LLC | 6,397 | $288K | 0.0% | -10.6% | 0.137% | |
7/9/2025 | Keystone Wealth Services LLC | 6,900 | $308K | 0.1% | N/A | 0.147% | |
7/9/2025 | Fragasso Financial Advisors Inc | 43,506 | $1.94M | 0.1% | -3.4% | 0.930% | |
5/19/2025 | Jane Street Group LLC | 9,035 | $375K | 0.0% | -31.1% | 0.197% | |
5/16/2025 | Stuart Chaussee & Associates Inc. | 600 | $25K | 0.0% | N/A | 0.013% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 6,717 | $279K | 0.0% | N/A | 0.147% | |
5/14/2025 | CreativeOne Wealth LLC | 8,502 | $353K | 0.0% | +8.1% | 0.188% | |
5/14/2025 | Kestra Advisory Services LLC | 27,924 | $1.16M | 0.0% | -1.3% | 0.616% | |
5/14/2025 | Capital Analysts LLC | 2,308 | $96K | 0.0% | N/A | 0.051% | |
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5/13/2025 | Financial Network Wealth Advisors LLC | 2,812 | $117K | 0.2% | +25.4% | 0.062% | |
5/13/2025 | HighTower Advisors LLC | 71,634 | $2.98M | 0.0% | +10.7% | 1.581% | |
5/12/2025 | AlphaCore Capital LLC | 3,000 | $125K | 0.0% | N/A | 0.066% | |
5/12/2025 | WealthPLAN Partners LLC | 90,955 | $3.78M | 0.5% | N/A | 2.008% | |
5/12/2025 | WealthPlan Investment Management LLC | 193,357 | $8.03M | 0.8% | N/A | 4.268% | |
5/9/2025 | Chicago Partners Investment Group LLC | 6,728 | $280K | 0.0% | -18.7% | 0.149% | |
5/9/2025 | WealthShield Partners LLC | 1,600 | $66K | 0.0% | N/A | 0.035% | |
5/9/2025 | Three Seasons Wealth LLC | 13,515 | $561K | 0.3% | N/A | 0.298% | |
5/9/2025 | Blair William & Co. IL | 77,496 | $3.22M | 0.0% | +4.8% | 1.711% | |
5/8/2025 | Arkadios Wealth Advisors | 21,241 | $882K | 0.0% | N/A | 0.469% | |
5/8/2025 | FSA Advisors Inc. | 35,058 | $1.46M | 1.2% | +31.4% | 0.774% | |
5/6/2025 | Cetera Investment Advisers | 67,772 | $2.82M | 0.0% | +2.7% | 1.496% | |
5/6/2025 | AE Wealth Management LLC | 12,878 | $535K | 0.0% | +16.4% | 0.284% | |
5/5/2025 | PCA Investment Advisory Services Inc. | 37,513 | $1.56M | 0.8% | +137.1% | 0.828% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 37,594 | $1.56M | 0.3% | +7.0% | 0.830% | |
5/5/2025 | IFP Advisors Inc | 2,224 | $92K | 0.0% | N/A | 0.049% | |
5/2/2025 | Sigma Planning Corp | 9,061 | $376K | 0.0% | +3.0% | 0.200% | |
4/30/2025 | Cerity Partners LLC | 52,784 | $2.19M | 0.0% | +142.2% | 1.165% | |
4/30/2025 | John W. Brooker & Co. CPAs | 8,320 | $346K | 0.1% | N/A | 0.184% | |
4/30/2025 | Trek Financial LLC | 11,234 | $467K | 0.0% | +24.7% | 0.248% | |
4/29/2025 | Envestnet Asset Management Inc. | 88,907 | $3.69M | 0.0% | +165.6% | 1.963% | |
4/29/2025 | Penserra Capital Management LLC | 417,232 | $17.33M | 0.3% | +17.2% | 9.210% | |
4/29/2025 | Strategic Blueprint LLC | 14,699 | $610K | 0.0% | N/A | 0.324% | |
4/29/2025 | Brookstone Capital Management | 561,526 | $23.32M | 0.3% | +3,228.2% | 12.396% | |
4/28/2025 | Weaver Consulting Group | 10,553 | $438K | 0.1% | +119.6% | 0.233% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 2,950 | $123K | 0.0% | +31.1% | 0.065% | |
4/23/2025 | Spire Wealth Management | 16,225 | $674K | 0.0% | +685.7% | 0.358% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 27,417 | $1.14M | 0.0% | -21.1% | 0.605% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 33,448 | $1.39M | 0.6% | +1.3% | 0.730% | |
4/18/2025 | Global Trust Asset Management LLC | 3,500 | $145K | 0.1% | -45.7% | 0.076% | |
4/17/2025 | Janney Montgomery Scott LLC | 18,665 | $775K | 0.0% | -7.6% | 0.408% | |
4/16/2025 | CRA Financial Services LLC | 10,743 | $446K | 0.1% | +31.8% | 0.235% | |
4/15/2025 | Chris Bulman Inc | 28,025 | $1.16M | 0.7% | N/A | 0.612% | |
4/15/2025 | Focus Financial Network Inc. | 8,650 | $359K | 0.0% | +11.5% | 0.189% | |
4/15/2025 | Integral Investment Advisors Inc. | 30,987 | $1.29M | 0.4% | +29.3% | 0.677% | |
4/15/2025 | Accurate Wealth Management LLC | 7,153 | $287K | 0.1% | N/A | 0.156% | |
4/14/2025 | Outlook Wealth Advisors LLC | 13,762 | $572K | 0.2% | +13.5% | 0.300% | |
4/14/2025 | BCS Wealth Management | 21,796 | $905K | 0.2% | +28.8% | 0.476% | |
4/11/2025 | Pinnacle Wealth Management Group Inc. | 5,300 | $220K | 0.2% | N/A | 0.116% | |
4/9/2025 | RFG Advisory LLC | 12,323 | $512K | 0.0% | +49.2% | 0.269% | |
4/9/2025 | Fragasso Financial Advisors Inc | 45,014 | $1.87M | 0.1% | -6.8% | 0.983% | |
4/8/2025 | Lantz Financial LLC | 16,448 | $683K | 0.2% | +19.6% | 0.359% | |
4/7/2025 | AdvisorNet Financial Inc | 3,537 | $147K | 0.0% | +1,041.0% | 0.077% | |
2/18/2025 | Orion Capital Management LLC | 6,300 | $271K | 0.1% | -6.0% | 0.112% | |
2/17/2025 | Snowden Capital Advisors LLC | 8,665 | $373K | 0.0% | -55.9% | 0.153% | |
2/17/2025 | CoreCap Advisors LLC | 7,895 | $340K | 0.0% | -58.5% | 0.140% | |
2/17/2025 | Cetera Investment Advisers | 66,014 | $2.84M | 0.0% | -8.5% | 1.168% | |
2/17/2025 | Citadel Advisors LLC | 4,898 | $211K | 0.0% | -81.2% | 0.087% | |
2/14/2025 | Jane Street Group LLC | 13,113 | $565K | 0.0% | N/A | 0.232% | |
2/14/2025 | Two Sigma Securities LLC | 9,870 | $425K | 0.1% | N/A | 0.175% | |
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2/14/2025 | Susquehanna International Group LLP | 37,223 | $1.60M | 0.0% | +49.7% | 0.659% | |
2/13/2025 | CreativeOne Wealth LLC | 7,867 | $339K | 0.0% | N/A | 0.139% | |
2/13/2025 | Townsquare Capital LLC | 23,333 | $1.01M | 0.0% | -25.5% | 0.413% | |
2/13/2025 | Raymond James Financial Inc. | 98,580 | $4.25M | 0.0% | N/A | 1.745% | |
2/13/2025 | Advisory Services Network LLC | 7,191 | $310K | 0.0% | -36.9% | 0.127% | |
2/13/2025 | Cerity Partners LLC | 21,792 | $939K | 0.0% | -1.8% | 0.386% | |
2/13/2025 | Envestnet Asset Management Inc. | 33,471 | $1.44M | 0.0% | -30.0% | 0.592% | |
2/12/2025 | OLD Mission Capital LLC | 29,018 | $1.25M | 0.0% | -5.2% | 0.514% | |
2/11/2025 | LPL Financial LLC | 17,319 | $746K | 0.0% | -12.3% | 0.307% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 56,285 | $2.42M | 0.8% | -0.5% | 0.996% | |