8/15/2025 | FSB Premier Wealth Management Inc. | 27,834 | $885K | 0.3% | +1.6% | 0.013% | |
8/15/2025 | Captrust Financial Advisors | 41,950 | $1.33M | 0.0% | +10.2% | 0.019% | |
8/15/2025 | IHT Wealth Management LLC | 1,528,390 | $48.60M | 1.3% | -6.8% | 0.708% | |
8/14/2025 | Heritage Wealth Management Inc. | 34,435 | $1.10M | 0.4% | -7.2% | 0.016% | |
8/13/2025 | EverSource Wealth Advisors LLC | 36,865 | $1.17M | 0.1% | +7.1% | 0.017% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 250,672 | $8.19M | 2.7% | +2.1% | 0.116% | |
8/13/2025 | Holos Integrated Wealth LLC | 581,708 | $18.91M | 11.4% | +1.0% | 0.269% | |
8/12/2025 | FreeGulliver LLC | 214,388 | $6.82M | 3.1% | +12.4% | 0.099% | |
8/12/2025 | Maripau Wealth Management LLC | 8,744 | $278K | 0.1% | N/A | 0.004% | |
8/12/2025 | Cozad Asset Management Inc. | 41,887 | $1.33M | 0.1% | -0.8% | 0.019% | |
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8/12/2025 | JPMorgan Chase & Co. | 314,574 | $10.00M | 0.0% | -30.1% | 0.146% | |
8/11/2025 | Western Wealth Management LLC | 164,483 | $5.23M | 0.3% | -2.8% | 0.076% | |
8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 63,585 | $2.02M | 0.2% | +2.2% | 0.029% | |
8/6/2025 | Wedbush Securities Inc. | 147,570 | $4.69M | 0.2% | +6.1% | 0.068% | |
8/6/2025 | Mascagni Wealth Management Inc. | 42,912 | $1.37M | 1.2% | -1.3% | 0.020% | |
8/6/2025 | Golden State Wealth Management LLC | 236,711 | $7.53M | 0.9% | +7.5% | 0.110% | |
8/6/2025 | First Horizon Advisors Inc. | 373,790 | $11.89M | 0.3% | +2.0% | 0.173% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 80,304 | $2.55M | 0.3% | +38.2% | 0.037% | |
8/5/2025 | Tsfg LLC | 107,163 | $3.41M | 0.6% | -27.3% | 0.050% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 129,935 | $4.13M | 0.3% | +1.2% | 0.060% | |
8/4/2025 | Arkadios Wealth Advisors | 157,117 | $5.00M | 0.1% | +14.9% | 0.073% | |
8/4/2025 | L.M. Kohn & Company | 161,655 | $5.14M | 1.4% | -0.4% | 0.075% | |
8/1/2025 | FSA Advisors Inc. | 33,454 | $1.06M | 0.9% | -12.8% | 0.015% | |
8/1/2025 | Rossby Financial LCC | 2,819 | $90K | 0.0% | +21.6% | 0.001% | |
7/30/2025 | Strategic Blueprint LLC | 396,804 | $12.62M | 0.6% | +3.5% | 0.184% | |
7/29/2025 | Private Trust Co. NA | 60,876 | $1.94M | 0.2% | -27.0% | 0.028% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 53,563 | $1.70M | 0.1% | -73.8% | 0.025% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 17,427 | $554K | 0.0% | -23.1% | 0.008% | |
7/22/2025 | USAdvisors Wealth Management LLC | 47,167 | $1.50M | 0.6% | -40.5% | 0.022% | |
7/17/2025 | HCR Wealth Advisors | 6,341 | $202K | 0.0% | N/A | 0.003% | |
7/17/2025 | Janney Montgomery Scott LLC | 1,085,048 | $34.51M | 0.1% | -29.1% | 0.502% | |
7/14/2025 | AdvisorNet Financial Inc | 1,887 | $60K | 0.0% | +22.9% | 0.001% | |
7/11/2025 | Farther Finance Advisors LLC | 218,771 | $6.96M | 0.1% | -28.4% | 0.101% | |
7/10/2025 | Worth Asset Management LLC | 24,747 | $787K | 0.4% | +174.0% | 0.011% | |
7/8/2025 | Prism Advisors Inc. | 121,407 | $3.86M | 1.1% | N/A | 0.056% | |
7/8/2025 | NBC Securities Inc. | 29,110 | $925K | 0.1% | +3.6% | 0.013% | |
5/16/2025 | NewEdge Advisors LLC | 2,317,440 | $68.81M | 0.4% | +18.5% | 1.084% | |
5/16/2025 | Integrated Wealth Concepts LLC | 840,135 | $24.94M | 0.3% | +13.4% | 0.393% | |
5/15/2025 | Ameriflex Group Inc. | 33,449 | $993K | 0.4% | -58.1% | 0.016% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 26,304 | $781K | 0.1% | -17.4% | 0.012% | |
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5/13/2025 | EverSource Wealth Advisors LLC | 34,415 | $1.02M | 0.1% | +1.5% | 0.016% | |
5/9/2025 | Kickstand Ventures LLC. | 156,842 | $4.66M | 1.2% | N/A | 0.073% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 27,388 | $813K | 0.3% | +97.1% | 0.013% | |
5/8/2025 | Arkadios Wealth Advisors | 136,689 | $4.06M | 0.2% | +11.3% | 0.064% | |
5/8/2025 | Cozad Asset Management Inc. | 42,239 | $1.25M | 0.1% | +7.7% | 0.020% | |
5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 62,245 | $1.85M | 0.2% | +5.7% | 0.029% | |
5/7/2025 | Brio Consultants LLC | 15,994 | $475K | 0.2% | N/A | 0.007% | |
5/6/2025 | USAdvisors Wealth Management LLC | 79,260 | $2.35M | 0.8% | -11.2% | 0.037% | |
5/6/2025 | Wedbush Securities Inc. | 139,148 | $4.13M | 0.2% | +11.5% | 0.065% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 47,922 | $1.42M | 0.3% | -0.8% | 0.022% | |
4/30/2025 | Synergy Investment Management LLC | 29,750 | $883K | 0.4% | +215.8% | 0.014% | |
4/29/2025 | Heritage Wealth Management Inc. | 37,096 | $1.10M | 0.4% | +5.3% | 0.017% | |
4/29/2025 | Strategic Blueprint LLC | 383,483 | $11.39M | 0.6% | +3.1% | 0.178% | |
4/28/2025 | First Horizon Advisors Inc. | 366,550 | $10.88M | 0.3% | +7.2% | 0.170% | |
4/28/2025 | Private Trust Co. NA | 83,338 | $2.47M | 0.3% | +19.1% | 0.039% | |
4/28/2025 | Rossby Financial LCC | 2,319 | $68K | 0.0% | N/A | 0.001% | |
4/24/2025 | Golden State Wealth Management LLC | 220,207 | $6.54M | 1.0% | +20.3% | 0.102% | |
4/24/2025 | Tsfg LLC | 147,328 | $4.37M | 0.9% | +4.8% | 0.068% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 13,920 | $413K | 0.0% | -2.8% | 0.006% | |
4/23/2025 | Western Wealth Management LLC | 169,251 | $5.03M | 0.3% | +74.1% | 0.079% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 128,345 | $3.81M | 0.3% | +10,225.4% | 0.060% | |
4/23/2025 | Golden State Wealth Management LLC | 440,414 | $13.08M | 1.0% | +140.7% | 0.205% | |
4/23/2025 | Mascagni Wealth Management Inc. | 43,479 | $1.33M | 1.3% | +1.6% | 0.020% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 3,072,757 | $91.23M | 0.3% | +6.1% | 1.417% | |
4/21/2025 | L.M. Kohn & Company | 162,303 | $4.82M | 1.3% | +8.1% | 0.075% | |
4/21/2025 | PSI Advisors LLC | 408,616 | $12.13M | 3.9% | -0.2% | 0.188% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 204,569 | $6.09M | 0.2% | +135.3% | 0.094% | |
4/17/2025 | Janney Montgomery Scott LLC | 1,530,373 | $45.44M | 0.1% | +11.0% | 0.706% | |
4/16/2025 | Farmers & Merchants Investments Inc. | 1,497 | $44K | 0.0% | -38.6% | 0.001% | |
4/16/2025 | Stock Yards Bank & Trust Co. | 13,048 | $387K | 0.0% | N/A | 0.006% | |
4/16/2025 | Twin Peaks Wealth Advisors LLC | 245,629 | $7.09M | 3.2% | -19.2% | 0.113% | |
4/15/2025 | Noble Wealth Management PBC | 115,479 | $3.43M | 2.3% | +1.8% | 0.053% | |
4/14/2025 | Farther Finance Advisors LLC | 305,374 | $9.10M | 0.2% | -11.8% | 0.141% | |
4/10/2025 | Whipplewood Advisors LLC | 1,482 | $44K | 0.0% | -95.6% | 0.001% | |
4/9/2025 | NBC Securities Inc. | 28,110 | $834K | 0.1% | +112,340.0% | 0.013% | |
4/7/2025 | GAMMA Investing LLC | 14,845 | $441K | 0.0% | N/A | 0.007% | |
3/24/2025 | Mascagni Wealth Management Inc. | 43,479 | $1.33M | 1.1% | N/A | 0.020% | |
2/24/2025 | Ameriflex Group Inc. | 79,908 | $2.48M | 1.1% | N/A | 0.056% | |
2/18/2025 | Novem Group | 41,021 | $1.25M | 0.2% | N/A | 0.029% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 12,243 | $373K | 0.3% | N/A | 0.009% | |
2/17/2025 | Cambridge Investment Research Advisors Inc. | 2,897,183 | $88.28M | 0.3% | -2.3% | 2.046% | |
2/17/2025 | BOKF NA | 9,950 | $302K | 0.0% | -62.2% | 0.007% | |
2/17/2025 | Captrust Financial Advisors | 61,653 | $1.88M | 0.0% | -5.4% | 0.044% | |
2/17/2025 | Ameriprise Financial Inc. | 11,748 | $358K | 0.0% | N/A | 0.008% | |
2/14/2025 | Integrated Wealth Concepts LLC | 740,813 | $22.57M | 0.3% | +13.7% | 0.523% | |
2/14/2025 | Coppell Advisory Solutions LLC | 688,071 | $21M | 3.0% | +13.4% | 0.486% | |
2/14/2025 | IHT Wealth Management LLC | 1,593,651 | $48.56M | 1.6% | +4.4% | 1.125% | |
2/13/2025 | United Capital Financial Advisors LLC | 107,827 | $3.29M | 0.0% | +22.4% | 0.076% | |
2/13/2025 | Keystone Financial Group | 254,402 | $7.75M | 0.8% | N/A | 0.180% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 14,327 | $437K | 0.0% | -9.4% | 0.010% | |
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2/13/2025 | Concentrum Wealth Management | 11,872 | $362K | 0.1% | N/A | 0.008% | |
2/13/2025 | Wedbush Securities Inc. | 124,809 | $3.80M | 0.1% | +2.4% | 0.088% | |
2/12/2025 | OLD Mission Capital LLC | 50,503 | $1.54M | 0.0% | -61.8% | 0.036% | |
2/12/2025 | FSB Premier Wealth Management Inc. | 13,897 | $423K | 0.2% | +99.1% | 0.010% | |
2/12/2025 | Bullseye Investment Management LLC | 30,292 | $922K | 0.6% | N/A | 0.021% | |
2/12/2025 | JPMorgan Chase & Co. | 21,975 | $670K | 0.0% | +6.3% | 0.016% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 11,702 | $357K | 0.3% | N/A | 0.008% | |
2/10/2025 | Cozad Asset Management Inc. | 39,231 | $1.20M | 0.1% | +20.3% | 0.028% | |
2/10/2025 | Farther Finance Advisors LLC | 346,336 | $10.55M | 0.4% | N/A | 0.245% | |
2/10/2025 | EverSource Wealth Advisors LLC | 33,915 | $1.03M | 0.1% | +8.9% | 0.024% | |