4/30/2025 | Brown Advisory Inc. | 6,316 | $274K | 0.0% | N/A | 0.029% | |
4/29/2025 | Envestnet Asset Management Inc. | 684,902 | $29.73M | 0.0% | +2.5% | 3.095% | |
4/29/2025 | Schulz Wealth LTD. | 157,491 | $6.84M | 5.2% | -0.9% | 0.712% | |
4/29/2025 | Strategic Blueprint LLC | 13,301 | $577K | 0.0% | N/A | 0.060% | |
4/28/2025 | Mutual Advisors LLC | 7,815 | $336K | 0.0% | -22.4% | 0.035% | |
4/28/2025 | Novem Group | 83,010 | $3.60M | 0.5% | -4.2% | 0.375% | |
4/28/2025 | NovaPoint Capital LLC | 102,000 | $4.43M | 1.4% | N/A | 0.461% | |
4/28/2025 | Clear Creek Financial Management LLC | 10,891 | $473K | 0.0% | +31.4% | 0.049% | |
4/25/2025 | Ameritas Advisory Services LLC | 30,289 | $1.33M | 0.1% | +29.6% | 0.137% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 4,158 | $180K | 0.0% | N/A | 0.019% | |
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4/23/2025 | Oppenheimer & Co. Inc. | 20,099 | $872K | 0.0% | +5.4% | 0.091% | |
4/22/2025 | World Equity Group Inc. | 11,468 | $498K | 0.1% | N/A | 0.052% | |
4/21/2025 | ORG Partners LLC | 7,927 | $345K | 0.1% | N/A | 0.036% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 32,448 | $1.41M | 0.1% | +65.1% | 0.147% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 16,341 | $709K | 0.3% | -2.0% | 0.072% | |
4/17/2025 | Sowell Financial Services LLC | 8,652 | $376K | 0.0% | N/A | 0.038% | |
4/17/2025 | Janney Montgomery Scott LLC | 185,640 | $8.06M | 0.0% | -0.2% | 0.815% | |
4/17/2025 | Keystone Wealth Services LLC | 65,772 | $2.86M | 0.8% | -18.5% | 0.289% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,785 | $468K | 0.0% | +59.0% | 0.047% | |
4/16/2025 | Paragon Capital Management Ltd | 7,728 | $335K | 0.1% | -5.2% | 0.034% | |
4/14/2025 | Farther Finance Advisors LLC | 9,084 | $395K | 0.0% | N/A | 0.040% | |
4/14/2025 | McCarthy & Cox | 8,614 | $374K | 0.2% | -69.6% | 0.038% | |
4/14/2025 | Park Avenue Securities LLC | 4,768 | $207K | 0.0% | N/A | 0.021% | |
4/14/2025 | SOA Wealth Advisors LLC. | 8,068 | $350K | 0.0% | +34.0% | 0.035% | |
4/14/2025 | Griffith & Werner Inc. | 558,364 | $24.24M | 15.1% | +7.6% | 2.451% | |
4/11/2025 | Pitti Group Wealth Management LLC | 9,724 | $422K | 0.4% | -7.6% | 0.043% | |
4/9/2025 | RFG Advisory LLC | 5,524 | $240K | 0.0% | N/A | 0.024% | |
4/9/2025 | Flagstar Advisors Inc. | 11,353 | $493K | 0.1% | -7.8% | 0.050% | |
4/9/2025 | Fragasso Financial Advisors Inc | 8,965 | $389K | 0.0% | +46.6% | 0.039% | |
4/9/2025 | NBC Securities Inc. | 4,339 | $188K | 0.0% | +144,533.3% | 0.019% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,785 | $302K | 0.0% | N/A | 0.030% | |
3/12/2025 | Centaurus Financial Inc. | 18,835 | $840K | 0.1% | +233.2% | 0.084% | |
2/28/2025 | Park Square Financial Group LLC | 571 | $25K | 0.0% | N/A | 0.003% | |
2/27/2025 | REAP Financial Group LLC | 60,950 | $2.72M | 0.7% | -19.0% | 0.273% | |
2/25/2025 | Heck Capital Advisors LLC | 115,910 | $5.17M | 0.3% | N/A | 0.519% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 8,570 | $382K | 0.0% | -5.5% | 0.038% | |
2/25/2025 | Armis Advisers LLC | 81,749 | $3.64M | 0.4% | N/A | 0.366% | |
2/20/2025 | Griffith & Werner Inc. | 518,943 | $23.13M | 15.3% | N/A | 2.491% | |
2/18/2025 | GTS Securities LLC | 4,660 | $208K | 0.0% | N/A | 0.022% | |
2/18/2025 | Novem Group | 86,610 | $3.86M | 0.6% | N/A | 0.416% | |
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2/17/2025 | Snowden Capital Advisors LLC | 6,585 | $294K | 0.0% | +5.6% | 0.032% | |
2/17/2025 | CoreCap Advisors LLC | 11,938 | $532K | 0.0% | +14.4% | 0.057% | |
2/17/2025 | Cetera Investment Advisers | 301,113 | $13.42M | 0.0% | +148.3% | 1.446% | |
2/17/2025 | Citadel Advisors LLC | 21,354 | $952K | 0.0% | +24.7% | 0.103% | |
2/17/2025 | Aptus Capital Advisors LLC | 2,000 | $89K | 0.0% | +33.3% | 0.010% | |
2/14/2025 | Gallagher Fiduciary Advisors LLC | 4,706 | $210K | 0.0% | N/A | 0.023% | |
2/14/2025 | Jane Street Group LLC | 67,138 | $2.99M | 0.0% | N/A | 0.322% | |
2/14/2025 | Capital Analysts LLC | 14,189 | $632K | 0.0% | -2.4% | 0.068% | |
2/14/2025 | MGO One Seven LLC | 162,466 | $7.24M | 0.3% | +2,007.5% | 0.780% | |
2/14/2025 | Harvest Investment Services LLC | 51,877 | $2.31M | 0.6% | +95.3% | 0.249% | |
2/14/2025 | MML Investors Services LLC | 159,492 | $7.11M | 0.0% | +2.6% | 0.766% | |
2/14/2025 | GeoWealth Management LLC | 1,430 | $64K | 0.0% | N/A | 0.007% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 13,380 | $610K | 0.0% | +39.0% | 0.064% | |
2/13/2025 | NewEdge Advisors LLC | 38,567 | $1.72M | 0.0% | -9.4% | 0.185% | |
2/13/2025 | Main Street Financial Solutions LLC | 7,418 | $331K | 0.0% | N/A | 0.036% | |
2/13/2025 | United Capital Financial Advisors LLC | 5,500 | $245K | 0.0% | N/A | 0.026% | |
2/13/2025 | Hanlon Investment Management Inc. | 9,147 | $408K | 0.1% | N/A | 0.044% | |
2/13/2025 | CreativeOne Wealth LLC | 143,749 | $6.41M | 0.2% | +645.2% | 0.690% | |
2/13/2025 | Mariner LLC | 21,164 | $943K | 0.0% | -5.3% | 0.102% | |
2/13/2025 | Barclays PLC | 989 | $44K | 0.0% | -50.6% | 0.005% | |
2/13/2025 | Savvy Advisors Inc. | 6,303 | $281K | 0.0% | +20.5% | 0.030% | |
2/13/2025 | Summit Investment Advisors Inc. | 1,000 | $45K | 0.0% | +400.0% | 0.005% | |
2/13/2025 | Townsquare Capital LLC | 9,932 | $443K | 0.0% | +9.2% | 0.048% | |
2/13/2025 | Rockefeller Capital Management L.P. | 27,215 | $1.21M | 0.0% | +34.1% | 0.131% | |
2/13/2025 | Integrity Financial Corp WA | 23,654 | $1.05M | 0.6% | +1.7% | 0.114% | |
2/13/2025 | Summit Financial Wealth Advisors LLC | 8,952 | $404K | 0.1% | N/A | 0.043% | |
2/13/2025 | Raymond James Financial Inc. | 365,439 | $16.29M | 0.0% | N/A | 1.754% | |
2/13/2025 | Faithward Advisors LLC | 29,347 | $1.31M | 0.2% | +32.6% | 0.141% | |
2/13/2025 | Advisory Services Network LLC | 34,595 | $1.54M | 0.0% | -45.8% | 0.166% | |
2/13/2025 | Envestnet Asset Management Inc. | 668,002 | $29.78M | 0.0% | +247.4% | 3.207% | |
2/12/2025 | OLD Mission Capital LLC | 4,621 | $206K | 0.0% | N/A | 0.022% | |
2/12/2025 | FSB Premier Wealth Management Inc. | 6,485 | $289K | 0.1% | N/A | 0.031% | |
2/12/2025 | Bullseye Investment Management LLC | 22,004 | $980K | 0.6% | -74.6% | 0.106% | |
2/12/2025 | BlueChip Wealth Advisors LLC | 16,640 | $742K | 0.4% | -13.3% | 0.080% | |
2/12/2025 | JPMorgan Chase & Co. | 4,254 | $190K | 0.0% | N/A | 0.020% | |
2/12/2025 | PKS Advisory Services LLC | 9,621 | $429K | 0.1% | N/A | 0.046% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 7,902 | $352K | 0.0% | -20.4% | 0.038% | |
2/11/2025 | Grantvest Financial Group LLC | 24,062 | $1.07M | 1.2% | N/A | 0.116% | |
2/11/2025 | LPL Financial LLC | 565,212 | $25.19M | 0.0% | +183.2% | 2.713% | |
2/10/2025 | Pitti Group Wealth Management LLC | 10,524 | $469K | 0.5% | +8.2% | 0.051% | |
2/10/2025 | Arbor Capital Management Inc. ADV | 10,360 | $470K | 0.5% | -55.6% | 0.050% | |
2/10/2025 | Harbour Investments Inc. | 32,689 | $1.46M | 0.0% | -8.7% | 0.157% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 6,859 | $306K | 0.0% | N/A | 0.033% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 23,509 | $1.05M | 0.4% | +19.4% | 0.113% | |
2/10/2025 | Commonwealth Equity Services LLC | 327,647 | $14.61M | 0.0% | +7.7% | 1.573% | |
2/10/2025 | 1776 Wealth LLC | 21,557 | $961K | 0.4% | +18.3% | 0.103% | |
2/10/2025 | Avantax Advisory Services Inc. | 7,923 | $353K | 0.0% | +67.7% | 0.038% | |
2/10/2025 | Capasso Planning Partners LLC | 7,251 | $323K | 0.1% | N/A | 0.035% | |
2/6/2025 | Raymond James Financial Inc. | 365,439 | $16.29M | 0.0% | N/A | 1.754% | |
2/6/2025 | Atria Investments Inc | 18,743 | $835K | 0.0% | N/A | 0.090% | |
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2/6/2025 | Assetmark Inc. | 107,785 | $4.81M | 0.0% | +55.9% | 0.517% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 29,744 | $1.33M | 0.0% | -0.8% | 0.143% | |
2/6/2025 | Keystone Wealth Services LLC | 80,687 | $3.60M | 1.0% | +10.3% | 0.387% | |
2/5/2025 | Bouchey Financial Group Ltd | 336,213 | $14.99M | 1.3% | N/A | 1.614% | |
2/3/2025 | Sigma Planning Corp | 56,713 | $2.53M | 0.1% | -86.7% | 0.272% | |
2/3/2025 | Flagstar Advisors Inc. | 12,314 | $549K | 0.1% | +88.4% | 0.059% | |
1/31/2025 | Global Retirement Partners LLC | 107,770 | $4.80M | 0.1% | +0.7% | 0.517% | |
1/31/2025 | Atria Wealth Solutions Inc. | 9,552 | $426K | 0.0% | +9.9% | 0.046% | |
1/31/2025 | Truist Financial Corp | 149,103 | $6.65M | 0.0% | -16.3% | 0.716% | |
1/31/2025 | Sanctuary Advisors LLC | 29,847 | $1.36M | 0.0% | +38.9% | 0.143% | |