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% | |
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% | |
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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% | |
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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% | |
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% | |
2/17/2025 | Cetera Investment Advisers | 92,303 | $3.81M | 0.0% | +21.7% | 0.650% | |
2/17/2025 | Citadel Advisors LLC | 7,074 | $292K | 0.0% | -54.4% | 0.050% | |
2/14/2025 | Jane Street Group LLC | 17,381 | $718K | 0.0% | +80.3% | 0.122% | |
2/14/2025 | Harvest Investment Services LLC | 5,769 | $238K | 0.1% | -7.2% | 0.041% | |
2/14/2025 | IHT Wealth Management LLC | 19,169 | $791K | 0.0% | -50.4% | 0.135% | |
2/14/2025 | OneDigital Investment Advisors LLC | 71,523 | $2.95M | 0.0% | -26.8% | 0.504% | |
2/14/2025 | MML Investors Services LLC | 29,887 | $1.23M | 0.0% | -7.9% | 0.210% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 26,666 | $1.12M | 0.1% | -5.7% | 0.188% | |
2/13/2025 | NewEdge Advisors LLC | 29,355 | $1.21M | 0.0% | -1.0% | 0.207% | |
2/13/2025 | Barclays PLC | 3,669 | $151K | 0.0% | +29.5% | 0.026% | |
2/13/2025 | Townsquare Capital LLC | 14,298 | $590K | 0.0% | -2.6% | 0.101% | |
2/13/2025 | Rockefeller Capital Management L.P. | 118,651 | $4.90M | 0.0% | +8.4% | 0.836% | |
2/13/2025 | Envestnet Asset Management Inc. | 106,241 | $4.39M | 0.0% | -3.1% | 0.748% | |
2/13/2025 | Wells Fargo & Company MN | 25,003 | $1.03M | 0.0% | +4,446.0% | 0.176% | |
2/12/2025 | OLD Mission Capital LLC | 10,702 | $442K | 0.0% | N/A | 0.075% | |
2/12/2025 | FSB Premier Wealth Management Inc. | 15,320 | $633K | 0.3% | -20.0% | 0.108% | |
2/12/2025 | Bullseye Investment Management LLC | 7,504 | $310K | 0.2% | -91.3% | 0.053% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 19,097 | $789K | 0.2% | N/A | 0.134% | |
2/12/2025 | JPMorgan Chase & Co. | 2,841 | $117K | 0.0% | +2,741.0% | 0.020% | |
2/12/2025 | Murphy & Mullick Capital Management Corp | 3,800 | $157K | 0.1% | N/A | 0.027% | |
2/11/2025 | LPL Financial LLC | 93,462 | $3.86M | 0.0% | -7.7% | 0.658% | |
2/10/2025 | Arbor Capital Management Inc. ADV | 4,941 | $207K | 0.2% | N/A | 0.035% | |
2/10/2025 | IMG Wealth Management Inc. | 1,143 | $47K | 0.0% | N/A | 0.008% | |
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2/10/2025 | Valtinson Bruner Financial Planning LLC | 159,963 | $6.61M | 2.3% | -2.5% | 1.127% | |
2/10/2025 | Commonwealth Equity Services LLC | 175,517 | $7.25M | 0.0% | -8.8% | 1.236% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 41,380 | $1.71M | 0.3% | -1.7% | 0.291% | |
2/6/2025 | Raymond James Financial Inc. | 242,650 | $10.02M | 0.0% | N/A | 1.709% | |
2/6/2025 | Assetmark Inc. | 116,637 | $4.82M | 0.0% | +55.1% | 0.821% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 19,635 | $811K | 0.0% | -8.9% | 0.138% | |
2/6/2025 | Keystone Wealth Services LLC | 31,952 | $1.32M | 0.3% | -3.3% | 0.225% | |
2/3/2025 | Flagstar Advisors Inc. | 9,075 | $375K | 0.1% | -20.1% | 0.064% | |
1/31/2025 | Global Retirement Partners LLC | 2,500 | $103K | 0.0% | N/A | 0.018% | |
1/31/2025 | Atria Wealth Solutions Inc. | 9,052 | $374K | 0.0% | -2.9% | 0.064% | |