8/15/2025 | Chapman Financial Group LLC | 1,000 | $50K | 0.0% | N/A | 0.016% | |
8/15/2025 | MML Investors Services LLC | 27,091 | $1.36M | 0.0% | -2.4% | 0.438% | |
8/14/2025 | Raymond James Financial Inc. | 50,650 | $2.54M | 0.0% | -13.8% | 0.820% | |
8/14/2025 | Cerity Partners LLC | 55,073 | $2.77M | 0.0% | +4.7% | 0.891% | |
8/13/2025 | M Holdings Securities Inc. | 13,404 | $673K | 0.1% | +31.0% | 0.217% | |
8/13/2025 | Trek Financial LLC | 8,411 | $422K | 0.0% | -10.6% | 0.136% | |
8/13/2025 | Beacon Pointe Advisors LLC | 13,667 | $686K | 0.0% | -3.2% | 0.221% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 97,227 | $4.88M | 0.0% | +0.8% | 1.573% | |
8/12/2025 | Weaver Consulting Group | 19,248 | $967K | 0.3% | +303.9% | 0.311% | |
8/11/2025 | Outlook Wealth Advisors LLC | 5,269 | $265K | 0.1% | -13.4% | 0.085% | |
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8/8/2025 | Cetera Investment Advisers | 147,806 | $7.42M | 0.0% | -2.4% | 2.392% | |
8/6/2025 | AE Wealth Management LLC | 1,866 | $94K | 0.0% | -27.0% | 0.030% | |
8/6/2025 | Penserra Capital Management LLC | 347,381 | $17.45M | 0.2% | -7.6% | 5.621% | |
8/6/2025 | Maltin Wealth Management Inc. | 83,628 | $4.20M | 1.9% | +12.4% | 1.353% | |
8/6/2025 | Valtinson Bruner Financial Planning LLC | 12,944 | $650K | 0.2% | +5.6% | 0.209% | |
8/5/2025 | Sigma Planning Corp | 10,565 | $531K | 0.0% | -7.2% | 0.171% | |
8/4/2025 | Spire Wealth Management | 16,470 | $827K | 0.0% | -1.6% | 0.267% | |
8/4/2025 | Arkadios Wealth Advisors | 17,145 | $861K | 0.0% | +2.4% | 0.277% | |
8/4/2025 | World Investment Advisors | 4,050 | $203K | 0.0% | N/A | 0.066% | |
8/1/2025 | Stuart Chaussee & Associates Inc. | 113,130 | $5.68M | 1.3% | +0.8% | 1.831% | |
8/1/2025 | GWN Securities Inc. | 4,525 | $228K | 0.0% | -88.3% | 0.073% | |
8/1/2025 | Envestnet Asset Management Inc. | 75,523 | $3.79M | 0.0% | -3.2% | 1.222% | |
7/31/2025 | Whipplewood Advisors LLC | 1,180 | $59K | 0.0% | +138.4% | 0.019% | |
7/31/2025 | Opes Wealth Management LLC | 56,408 | $2.83M | 0.5% | +2.6% | 0.913% | |
7/30/2025 | Strategic Blueprint LLC | 36,134 | $1.82M | 0.1% | +14.9% | 0.585% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 94,354 | $4.74M | 0.6% | -29.5% | 1.527% | |
7/30/2025 | Brookstone Capital Management | 512,656 | $25.75M | 0.3% | +5.8% | 8.295% | |
7/28/2025 | Mutual Advisors LLC | 3,926 | $201K | 0.0% | N/A | 0.064% | |
7/28/2025 | RFG Advisory LLC | 4,743 | $238K | 0.0% | -49.1% | 0.077% | |
7/24/2025 | IFP Advisors Inc | 4,007 | $201K | 0.0% | +36.1% | 0.065% | |
7/23/2025 | Motiv8 Investments LLC | 51,349 | $2.58M | 1.6% | +3.1% | 0.831% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,130 | $57K | 0.0% | N/A | 0.018% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 63,844 | $3.21M | 1.2% | -0.8% | 1.033% | |
7/17/2025 | Janney Montgomery Scott LLC | 101,425 | $5.09M | 0.0% | +3.6% | 1.641% | |
7/16/2025 | Kathmere Capital Management LLC | 6,174 | $310K | 0.0% | -15.1% | 0.100% | |
7/16/2025 | Crown Wealth Group LLC | 89,145 | $4.48M | 1.7% | -0.5% | 1.442% | |
7/15/2025 | BCS Wealth Management | 7,300 | $367K | 0.1% | -9.5% | 0.118% | |
7/14/2025 | AdvisorNet Financial Inc | 9,775 | $491K | 0.0% | +1,727.1% | 0.158% | |
7/14/2025 | CRA Financial Services LLC | 9,949 | $500K | 0.1% | -5.1% | 0.161% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 131,161 | $6.59M | 0.2% | +3.7% | 2.122% | |
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7/11/2025 | Cypress Financial Planning LLC | 6,428 | $323K | 0.1% | -7.9% | 0.104% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 5,565 | $260K | 0.1% | N/A | 0.090% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 170,092 | $8.60M | 0.0% | +950.2% | 2.752% | |
7/8/2025 | Gradient Investments LLC | 27,875 | $1.40M | 0.0% | N/A | 0.451% | |
7/3/2025 | City Center Advisors LLC | 10,558 | $530K | 0.6% | -6.4% | 0.171% | |
5/16/2025 | Stuart Chaussee & Associates Inc. | 112,200 | $5.23M | 1.3% | +2.9% | 1.810% | |
5/15/2025 | OLD Mission Capital LLC | 12,161 | $567K | 0.0% | N/A | 0.196% | |
5/14/2025 | CreativeOne Wealth LLC | 8,631 | $402K | 0.0% | +21.8% | 0.137% | |
5/14/2025 | Orion Capital Management LLC | 9,960 | $464K | 0.2% | -23.9% | 0.158% | |
5/14/2025 | Kestra Advisory Services LLC | 50,176 | $2.34M | 0.0% | +28.2% | 0.796% | |
5/14/2025 | M Holdings Securities Inc. | 10,232 | $477K | 0.1% | N/A | 0.162% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 96,419 | $4.50M | 0.0% | +8,860.9% | 1.530% | |
5/13/2025 | HighTower Advisors LLC | 165,000 | $7.69M | 0.0% | +14.0% | 2.619% | |
5/12/2025 | Townsquare Capital LLC | 16,610 | $775K | 0.0% | +1.3% | 0.264% | |
5/9/2025 | Annis Gardner Whiting Capital Advisors LLC | 8,200 | $382K | 0.2% | N/A | 0.130% | |
5/9/2025 | Commonwealth Equity Services LLC | 550,190 | $25.66M | 0.0% | +323.1% | 8.733% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 13,025 | $607K | 0.3% | -6.0% | 0.207% | |
5/8/2025 | Arkadios Wealth Advisors | 16,749 | $781K | 0.0% | N/A | 0.266% | |
5/8/2025 | FSA Advisors Inc. | 39,707 | $1.85M | 1.5% | +18.3% | 0.630% | |
5/7/2025 | Bellwether Advisors LLC | 38,481 | $1.79M | 0.4% | -0.6% | 0.611% | |
5/7/2025 | LPL Financial LLC | 88,325 | $4.12M | 0.0% | +21.8% | 1.402% | |
5/7/2025 | Bedel Financial Consulting Inc. | 6,634 | $309K | 0.0% | -10.2% | 0.105% | |
5/6/2025 | Cetera Investment Advisers | 151,484 | $7.06M | 0.0% | +20.9% | 2.405% | |
5/6/2025 | Opes Wealth Management LLC | 54,995 | $2.57M | 0.5% | +0.8% | 0.873% | |
5/6/2025 | AE Wealth Management LLC | 2,557 | $119K | 0.0% | -17.0% | 0.041% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 47,489 | $2.22M | 0.4% | +89.9% | 0.754% | |
5/5/2025 | IFP Advisors Inc | 2,944 | $137K | 0.0% | +79.1% | 0.047% | |
5/2/2025 | Sigma Planning Corp | 11,388 | $531K | 0.0% | -8.3% | 0.181% | |
4/30/2025 | Cerity Partners LLC | 52,579 | $2.45M | 0.0% | +7.2% | 0.835% | |
4/30/2025 | Trek Financial LLC | 9,411 | $439K | 0.0% | +34.7% | 0.149% | |
4/30/2025 | Stratos Wealth Advisors LLC | 13,566 | $633K | 0.0% | +2.3% | 0.215% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 126,433 | $5.90M | 0.2% | -5.6% | 2.007% | |
4/29/2025 | Envestnet Asset Management Inc. | 77,990 | $3.64M | 0.0% | +35.9% | 1.238% | |
4/29/2025 | Penserra Capital Management LLC | 375,899 | $17.53M | 0.3% | +17.2% | 5.967% | |
4/29/2025 | Macroview Investment Management LLC | 27,435 | $1.28M | 1.2% | N/A | 0.435% | |
4/29/2025 | Strategic Blueprint LLC | 31,453 | $1.47M | 0.1% | +107.9% | 0.499% | |
4/29/2025 | Brookstone Capital Management | 484,754 | $22.61M | 0.3% | +3,413.5% | 7.695% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 133,897 | $6.24M | 0.9% | N/A | 2.125% | |
4/28/2025 | Weaver Consulting Group | 4,765 | $222K | 0.1% | N/A | 0.076% | |
4/25/2025 | Crown Wealth Group LLC | 89,582 | $4.18M | 2.2% | -73.2% | 1.422% | |
4/24/2025 | Beacon Financial Advisory LLC | 6,367 | $297K | 0.1% | -5.7% | 0.101% | |
4/24/2025 | Motiv8 Investments LLC | 49,797 | $2.32M | 1.5% | +13.7% | 0.790% | |
4/23/2025 | Spire Wealth Management | 16,739 | $781K | 0.0% | +221.4% | 0.266% | |
4/23/2025 | Berkshire Money Management Inc. | 23,582 | $1.10M | 0.1% | +1.4% | 0.374% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 32,013 | $1.49M | 0.0% | +13.8% | 0.508% | |
4/17/2025 | Sagespring Wealth Partners LLC | 5,690 | $265K | 0.0% | N/A | 0.089% | |
4/17/2025 | Janney Montgomery Scott LLC | 97,908 | $4.57M | 0.0% | N/A | 1.535% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 16,196 | $755K | 0.0% | +4.2% | 0.254% | |
4/15/2025 | Chris Bulman Inc | 9,530 | $444K | 0.3% | N/A | 0.149% | |
4/15/2025 | Focus Financial Network Inc. | 15,666 | $731K | 0.0% | +27.0% | 0.246% | |
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4/15/2025 | Integral Investment Advisors Inc. | 248,949 | $11.61M | 3.7% | +3.4% | 3.902% | |
4/14/2025 | Outlook Wealth Advisors LLC | 6,087 | $284K | 0.1% | +43.2% | 0.095% | |
4/14/2025 | City Center Advisors LLC | 11,283 | $526K | 0.6% | +3.6% | 0.177% | |
4/10/2025 | Maltin Wealth Management Inc. | 74,415 | $3.47M | 1.6% | -3.1% | 1.166% | |
4/9/2025 | RFG Advisory LLC | 9,310 | $434K | 0.0% | -24.1% | 0.146% | |
4/9/2025 | Cypress Financial Planning LLC | 6,981 | $326K | 0.1% | -13.5% | 0.109% | |
4/8/2025 | Lantz Financial LLC | 22,660 | $1.06M | 0.3% | +12.8% | 0.355% | |
4/2/2025 | Marcum Wealth LLC | 157,366 | $7.34M | 0.6% | +357.7% | 2.467% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 15,547 | $745K | 0.0% | N/A | 0.246% | |
3/6/2025 | Wood Tarver Financial Group LLC | 4,009 | $192K | 0.1% | N/A | 0.065% | |