8/15/2025 | FSB Premier Wealth Management Inc. | 11,900 | $502K | 0.2% | +22.0% | 0.061% | |
8/15/2025 | MML Investors Services LLC | 287,067 | $12.11M | 0.0% | +895.8% | 1.476% | |
8/15/2025 | Modern Wealth Management LLC | 9,411 | $397K | 0.0% | N/A | 0.048% | |
8/15/2025 | IHT Wealth Management LLC | 16,653 | $703K | 0.0% | -9.7% | 0.086% | |
8/14/2025 | Jane Street Group LLC | 15,535 | $655K | 0.0% | N/A | 0.080% | |
8/14/2025 | Raymond James Financial Inc. | 258,097 | $10.89M | 0.0% | +6.8% | 1.327% | |
8/14/2025 | Main Street Financial Solutions LLC | 18,487 | $780K | 0.1% | +40.9% | 0.095% | |
8/14/2025 | Faithward Advisors LLC | 6,459 | $273K | 0.0% | +16.1% | 0.033% | |
8/14/2025 | NewEdge Advisors LLC | 39,666 | $1.67M | 0.0% | +33.8% | 0.204% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 5,825 | $246K | 0.0% | N/A | 0.030% | |
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8/13/2025 | StoneX Group Inc. | 7,756 | $327K | 0.0% | N/A | 0.040% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 25,764 | $1.09M | 0.0% | +31.2% | 0.132% | |
8/12/2025 | CreativeOne Wealth LLC | 12,698 | $536K | 0.0% | +37.2% | 0.065% | |
8/12/2025 | Journey Strategic Wealth LLC | 4,757 | $201K | 0.0% | -15.8% | 0.024% | |
8/8/2025 | Rockefeller Capital Management L.P. | 120,597 | $5.09M | 0.0% | +5.5% | 0.620% | |
8/8/2025 | Citizens Financial Group Inc. RI | 14,409 | $608K | 0.0% | N/A | 0.074% | |
8/8/2025 | Cetera Investment Advisers | 141,786 | $5.98M | 0.0% | +13.8% | 0.729% | |
8/8/2025 | Foundations Investment Advisors LLC | 13,841 | $584K | 0.0% | N/A | 0.071% | |
8/6/2025 | AE Wealth Management LLC | 8,018 | $338K | 0.0% | -47.5% | 0.041% | |
8/6/2025 | Valtinson Bruner Financial Planning LLC | 156,640 | $6.61M | 2.1% | -0.7% | 0.805% | |
8/5/2025 | Prosperity Consulting Group LLC | 11,262 | $475K | 0.0% | -8.2% | 0.058% | |
8/5/2025 | Integrity Financial Corp WA | 30,558 | $1.29M | 0.7% | +14.1% | 0.157% | |
8/4/2025 | FWG Investments LLC. | 14,532 | $613K | 0.5% | -27.0% | 0.075% | |
8/4/2025 | Arbor Capital Management Inc. ADV | 6,485 | $276K | 0.2% | +22.1% | 0.033% | |
8/4/2025 | Assetmark Inc. | 216,720 | $9.14M | 0.0% | +34.7% | 1.114% | |
8/4/2025 | Buck Wealth Strategies LLC | 8,526 | $360K | 0.1% | N/A | 0.044% | |
8/1/2025 | Envestnet Asset Management Inc. | 153,043 | $6.46M | 0.0% | +29.0% | 0.787% | |
7/30/2025 | TFB Advisors LLC | 19,259 | $813K | 0.2% | -3.1% | 0.099% | |
7/30/2025 | Brookstone Capital Management | 10,321 | $435K | 0.0% | +41.8% | 0.053% | |
7/29/2025 | Stephens Inc. AR | 208,165 | $8.78M | 0.1% | +64.6% | 1.070% | |
7/28/2025 | Uptick Partners LLC | 5,706 | $241K | 0.1% | N/A | 0.029% | |
7/28/2025 | Harbour Investments Inc. | 49,453 | $2.09M | 0.1% | +401.9% | 0.254% | |
7/28/2025 | RFG Advisory LLC | 10,632 | $449K | 0.0% | N/A | 0.055% | |
7/25/2025 | Lion Street Advisors LLC | 7,863 | $332K | 0.1% | +22.3% | 0.040% | |
7/25/2025 | MGO One Seven LLC | 28,718 | $1.21M | 0.0% | +345.7% | 0.148% | |
7/25/2025 | CWM LLC | 92,854 | $3.92M | 0.0% | +57.0% | 0.477% | |
7/25/2025 | Concurrent Investment Advisors LLC | 9,854 | $416K | 0.0% | +19.8% | 0.051% | |
7/25/2025 | Apollon Wealth Management LLC | 29,235 | $1.23M | 0.0% | +9.7% | 0.150% | |
7/23/2025 | RiverTree Advisors LLC | 31,903 | $1.35M | 0.9% | -4.6% | 0.164% | |
7/23/2025 | REAP Financial Group LLC | 165,439 | $6.98M | 1.6% | +79.5% | 0.851% | |
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7/23/2025 | Kingswood Wealth Advisors LLC | 15,175 | $640K | 0.1% | -62.2% | 0.078% | |
7/22/2025 | Diligent Investors LLC | 5,000 | $211K | 0.0% | N/A | 0.026% | |
7/21/2025 | Ameritas Advisory Services LLC | 8,225 | $347K | 0.0% | -33.6% | 0.042% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 10,409 | $439K | 0.2% | +6.7% | 0.054% | |
7/21/2025 | Catalina Capital Group LLC | 13,946 | $588K | 0.4% | N/A | 0.072% | |
7/18/2025 | SOA Wealth Advisors LLC. | 34,468 | $1.45M | 0.2% | +517.6% | 0.177% | |
7/18/2025 | Consolidated Portfolio Review Corp | 5,195 | $219K | 0.0% | N/A | 0.027% | |
7/18/2025 | Truist Financial Corp | 57,132 | $2.41M | 0.0% | +35.9% | 0.294% | |
7/17/2025 | Janney Montgomery Scott LLC | 32,806 | $1.38M | 0.0% | +114.7% | 0.169% | |
7/16/2025 | Novem Group | 9,156 | $386K | 0.0% | N/A | 0.047% | |
7/16/2025 | Maridea Wealth Management LLC | 19,888 | $839K | 0.2% | N/A | 0.102% | |
7/14/2025 | Park Avenue Securities LLC | 6,257 | $264K | 0.0% | N/A | 0.032% | |
7/14/2025 | Sowell Financial Services LLC | 12,116 | $511K | 0.0% | -5.7% | 0.062% | |
7/11/2025 | Grant Private Wealth Management Inc | 10,000 | $422K | 0.2% | N/A | 0.051% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,121 | $259K | 0.0% | -9.2% | 0.031% | |
7/10/2025 | Signal Advisors Wealth LLC | 101,161 | $4.27M | 0.3% | +38.9% | 0.520% | |
7/9/2025 | Keystone Wealth Services LLC | 36,515 | $1.54M | 0.4% | +20.6% | 0.188% | |
7/9/2025 | Fragasso Financial Advisors Inc | 33,353 | $1.41M | 0.1% | -5.4% | 0.171% | |
7/3/2025 | TrueWealth Advisors LLC | 5,075 | $214K | 0.1% | N/A | 0.026% | |
5/16/2025 | Faithward Advisors LLC | 5,561 | $227K | 0.0% | -19.6% | 0.030% | |
5/16/2025 | Coppell Advisory Solutions LLC | 10,413 | $415K | 0.0% | N/A | 0.056% | |
5/15/2025 | OLD Mission Capital LLC | 32,113 | $1.31M | 0.0% | +200.1% | 0.173% | |
5/14/2025 | CreativeOne Wealth LLC | 9,256 | $378K | 0.0% | -6.1% | 0.050% | |
5/14/2025 | Kestra Advisory Services LLC | 82,386 | $3.37M | 0.0% | -4.0% | 0.444% | |
5/14/2025 | TFB Advisors LLC | 19,873 | $813K | 0.2% | +24.8% | 0.107% | |
5/13/2025 | Raymond James Financial Inc. | 241,554 | $9.88M | 0.0% | -0.5% | 1.302% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 5,297 | $217K | 0.3% | +34.7% | 0.029% | |
5/12/2025 | Integrity Financial Corp WA | 26,776 | $1.10M | 0.6% | -1.7% | 0.144% | |
5/8/2025 | Harbour Investments Inc. | 9,854 | $403K | 0.0% | -11.8% | 0.053% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 9,754 | $399K | 0.2% | -36.3% | 0.053% | |
5/7/2025 | LPL Financial LLC | 93,002 | $3.80M | 0.0% | -0.5% | 0.501% | |
5/6/2025 | Assetmark Inc. | 160,835 | $6.58M | 0.0% | +37.9% | 0.867% | |
5/6/2025 | Cetera Investment Advisers | 124,566 | $5.09M | 0.0% | +35.0% | 0.672% | |
5/6/2025 | Lifeworks Advisors LLC | 5,308 | $217K | 0.0% | -26.0% | 0.029% | |
5/6/2025 | AE Wealth Management LLC | 15,265 | $624K | 0.0% | -19.5% | 0.082% | |
5/1/2025 | CWM LLC | 59,125 | $2.42M | 0.0% | -73.0% | 0.319% | |
5/1/2025 | Stephens Inc. AR | 126,438 | $5.17M | 0.1% | -0.3% | 0.682% | |
4/29/2025 | Envestnet Asset Management Inc. | 118,600 | $4.85M | 0.0% | +11.6% | 0.639% | |
4/29/2025 | SMART Wealth LLC | 42,953 | $1.76M | 0.6% | +11.5% | 0.232% | |
4/29/2025 | OneDigital Investment Advisors LLC | 64,622 | $2.64M | 0.0% | -9.6% | 0.348% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 5,312 | $218K | 0.2% | +7.5% | 0.029% | |
4/25/2025 | Ameritas Advisory Services LLC | 12,381 | $509K | 0.0% | -4.2% | 0.069% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 40,161 | $1.65M | 0.1% | +56.9% | 0.223% | |
4/17/2025 | Janney Montgomery Scott LLC | 15,277 | $625K | 0.0% | N/A | 0.085% | |
4/17/2025 | RiverTree Advisors LLC | 33,442 | $1.37M | 0.9% | -15.6% | 0.186% | |
4/17/2025 | Keystone Wealth Services LLC | 30,285 | $1.24M | 0.3% | -5.2% | 0.168% | |
4/14/2025 | Farther Finance Advisors LLC | 10,687 | $439K | 0.0% | N/A | 0.059% | |
4/14/2025 | McCarthy & Cox | 6,416 | $262K | 0.1% | -96.2% | 0.036% | |
4/14/2025 | SOA Wealth Advisors LLC. | 5,581 | $228K | 0.0% | +26.0% | 0.031% | |
4/11/2025 | Signal Advisors Wealth LLC | 72,805 | $2.98M | 0.3% | -49.1% | 0.405% | |
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4/9/2025 | NBC Securities Inc. | 3,246 | $132K | 0.0% | +108,100.0% | 0.018% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,740 | $278K | 0.0% | N/A | 0.038% | |
2/28/2025 | Park Square Financial Group LLC | 615 | $25K | 0.0% | N/A | 0.004% | |
2/27/2025 | REAP Financial Group LLC | 95,618 | $3.95M | 1.0% | -2.2% | 0.673% | |
2/26/2025 | LifeWealth Investments LLC | 6,190 | $256K | 0.2% | N/A | 0.044% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 19,567 | $808K | 0.0% | -41.2% | 0.138% | |
2/25/2025 | Armis Advisers LLC | 90,018 | $3.72M | 0.5% | N/A | 0.634% | |
2/20/2025 | Griffith & Werner Inc. | 10,000 | $413K | 0.3% | N/A | 0.070% | |
2/18/2025 | Sunbelt Securities Inc. | 10,431 | $432K | 0.0% | -7.4% | 0.073% | |
2/17/2025 | CoreCap Advisors LLC | 13,212 | $546K | 0.0% | +14.0% | 0.093% | |