4/30/2025 | Allworth Financial LP | 113,739 | $5.47M | 0.0% | -16.9% | 0.582% | |
4/30/2025 | Stratos Wealth Advisors LLC | 22,436 | $1.10M | 0.1% | -45.5% | 0.115% | |
4/30/2025 | Stratos Investment Management LLC | 174,604 | $8.52M | 0.5% | -18.0% | 0.894% | |
4/30/2025 | Brown Advisory Inc. | 6,536 | $319K | 0.0% | N/A | 0.033% | |
4/29/2025 | Envestnet Asset Management Inc. | 397,539 | $19.40M | 0.0% | +521.2% | 2.036% | |
4/29/2025 | Strategic Blueprint LLC | 5,021 | $245K | 0.0% | -56.6% | 0.026% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 110,571 | $5.40M | 0.8% | -2.0% | 0.566% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 5,328 | $261K | 0.3% | +20.3% | 0.027% | |
4/28/2025 | Clear Creek Financial Management LLC | 5,715 | $279K | 0.0% | +29.0% | 0.029% | |
4/25/2025 | Ameritas Advisory Services LLC | 10,139 | $499K | 0.0% | -25.8% | 0.052% | |
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4/23/2025 | IMG Wealth Management Inc. | 1,743 | $85K | 0.1% | N/A | 0.009% | |
4/22/2025 | LVZ Inc. | 12,881 | $628K | 0.1% | +6.5% | 0.066% | |
4/22/2025 | Buck Wealth Strategies LLC | 4,543 | $222K | 0.0% | N/A | 0.023% | |
4/22/2025 | World Equity Group Inc. | 10,332 | $504K | 0.1% | +44.7% | 0.053% | |
4/21/2025 | ORG Partners LLC | 1,500 | $73K | 0.0% | N/A | 0.008% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,306 | $210K | 0.0% | N/A | 0.022% | |
4/21/2025 | Catalina Capital Group LLC | 4,772 | $233K | 0.2% | N/A | 0.024% | |
4/21/2025 | Luken Investment Analytics LLC | 3,123 | $152K | 0.1% | N/A | 0.016% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 11,063 | $541K | 0.0% | +5.1% | 0.057% | |
4/17/2025 | Sowell Financial Services LLC | 8,174 | $399K | 0.0% | N/A | 0.043% | |
4/17/2025 | Janney Montgomery Scott LLC | 33,245 | $1.62M | 0.0% | +8.9% | 0.177% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 13,338 | $651K | 0.0% | +32.8% | 0.071% | |
4/16/2025 | Marshall Financial Group LLC | 25,356 | $1.24M | 0.3% | -7.0% | 0.135% | |
4/15/2025 | Chris Bulman Inc | 6,999 | $341K | 0.2% | +31.8% | 0.037% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 9,620 | $469K | 0.0% | +52.9% | 0.051% | |
4/15/2025 | Integrated Advisors Network LLC | 16,645 | $812K | 0.0% | -42.5% | 0.088% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 25,134 | $1.23M | 0.0% | -6.7% | 0.133% | |
4/14/2025 | Farther Finance Advisors LLC | 28,689 | $1.40M | 0.0% | +5,183.4% | 0.152% | |
4/14/2025 | McCarthy & Cox | 13,148 | $641K | 0.3% | -87.6% | 0.070% | |
4/14/2025 | SOA Wealth Advisors LLC. | 7,263 | $354K | 0.0% | +97.1% | 0.039% | |
4/11/2025 | Fiduciary Planning LLC | 588,910 | $28.73M | 9.5% | +1.5% | 3.128% | |
4/11/2025 | Sovereign Financial Group Inc. | 11,031 | $538K | 0.1% | -5.7% | 0.059% | |
4/11/2025 | Signal Advisors Wealth LLC | 4,328 | $211K | 0.0% | N/A | 0.023% | |
4/10/2025 | Maltin Wealth Management Inc. | 24,629 | $1.20M | 0.6% | -8.5% | 0.131% | |
4/10/2025 | Accel Wealth Management | 21,645 | $1.06M | 0.4% | +111.0% | 0.115% | |
4/9/2025 | Fragasso Financial Advisors Inc | 14,657 | $715K | 0.1% | +7.6% | 0.078% | |
4/9/2025 | NBC Securities Inc. | 3,331 | $162K | 0.0% | +110,933.3% | 0.018% | |
4/4/2025 | Sage Capital Advisors llc | 37,258 | $1.82M | 0.5% | N/A | 0.198% | |
4/4/2025 | Legacy Private Trust Co. | 6,149 | $300K | 0.0% | +37.4% | 0.033% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,045 | $500K | 0.0% | N/A | 0.055% | |
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2/28/2025 | Park Square Financial Group LLC | 513 | $26K | 0.0% | N/A | 0.003% | |
2/27/2025 | REAP Financial Group LLC | 203,297 | $10.12M | 2.5% | -4.4% | 1.204% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 7,865 | $391K | 0.2% | N/A | 0.047% | |
2/25/2025 | Armis Advisers LLC | 225,822 | $11.24M | 1.4% | N/A | 1.338% | |
2/18/2025 | Novem Group | 7,638 | $380K | 0.1% | N/A | 0.043% | |
2/17/2025 | Wolverine Trading LLC | 19,036 | $949K | 0.0% | N/A | 0.108% | |
2/17/2025 | CoreCap Advisors LLC | 10,783 | $537K | 0.0% | +13.8% | 0.061% | |
2/17/2025 | Cetera Investment Advisers | 226,651 | $11.28M | 0.0% | -43.1% | 1.286% | |
2/14/2025 | Prosperity Consulting Group LLC | 6,863 | $342K | 0.0% | +10.5% | 0.039% | |
2/14/2025 | Topsail Wealth Management LLC | 1,150 | $57K | 0.0% | N/A | 0.007% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 12,795 | $647K | 0.0% | -8.0% | 0.073% | |
2/13/2025 | NewEdge Advisors LLC | 15,909 | $792K | 0.0% | -25.3% | 0.090% | |
2/13/2025 | Regal Investment Advisors LLC | 6,870 | $342K | 0.0% | -13.3% | 0.039% | |
2/13/2025 | CreativeOne Wealth LLC | 28,173 | $1.40M | 0.0% | -85.2% | 0.160% | |
2/13/2025 | Mariner LLC | 53,746 | $2.68M | 0.0% | -1.9% | 0.305% | |
2/13/2025 | Barclays PLC | 4,018 | $200K | 0.0% | +271.7% | 0.023% | |
2/13/2025 | Rockefeller Capital Management L.P. | 41,886 | $2.09M | 0.0% | -0.6% | 0.238% | |
2/13/2025 | Integrity Financial Corp WA | 26,787 | $1.33M | 0.8% | -4.6% | 0.152% | |
2/13/2025 | Envestnet Asset Management Inc. | 64,000 | $3.19M | 0.0% | -89.9% | 0.363% | |
2/13/2025 | Wells Fargo & Company MN | 34,465 | $1.72M | 0.0% | -96.0% | 0.195% | |
2/12/2025 | StoneX Group Inc. | 11,980 | $596K | 0.0% | -10.5% | 0.068% | |
2/12/2025 | FSB Premier Wealth Management Inc. | 19,573 | $974K | 0.4% | -45.9% | 0.111% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 27,400 | $1.36M | 0.3% | N/A | 0.155% | |
2/12/2025 | JPMorgan Chase & Co. | 3,687 | $184K | 0.0% | -66.1% | 0.021% | |
2/12/2025 | Ausdal Financial Partners Inc. | 5,325 | $265K | 0.0% | -31.9% | 0.030% | |
2/12/2025 | Murphy & Mullick Capital Management Corp | 650 | $32K | 0.0% | N/A | 0.004% | |
2/11/2025 | Grantvest Financial Group LLC | 14,270 | $710K | 0.8% | N/A | 0.081% | |
2/11/2025 | LPL Financial LLC | 82,411 | $4.10M | 0.0% | +14.0% | 0.467% | |
2/10/2025 | Harbour Investments Inc. | 36,304 | $1.81M | 0.1% | -7.5% | 0.206% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 41,320 | $2.06M | 0.7% | -3.1% | 0.234% | |
2/10/2025 | Commonwealth Equity Services LLC | 413,661 | $20.59M | 0.0% | -1.0% | 2.346% | |
2/10/2025 | Avantax Advisory Services Inc. | 5,329 | $265K | 0.0% | -62.5% | 0.030% | |
2/10/2025 | Farther Finance Advisors LLC | 543 | $27K | 0.0% | N/A | 0.003% | |
2/6/2025 | Raymond James Financial Inc. | 194,348 | $9.67M | 0.0% | N/A | 1.102% | |
2/6/2025 | Atria Investments Inc | 6,039 | $301K | 0.0% | -96.1% | 0.034% | |
2/6/2025 | Assetmark Inc. | 97,322 | $4.84M | 0.0% | +54.9% | 0.552% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 39,485 | $1.97M | 0.0% | +5.7% | 0.224% | |
2/6/2025 | Keystone Wealth Services LLC | 71,830 | $3.58M | 0.9% | -0.4% | 0.407% | |
2/5/2025 | Anfield Capital Management LLC | 4,735 | $236K | 0.1% | -14.8% | 0.027% | |
2/4/2025 | IFP Advisors Inc | 1,691 | $84K | 0.0% | +181.8% | 0.010% | |
2/4/2025 | World Equity Group Inc. | 7,140 | $355K | 0.1% | N/A | 0.040% | |
1/31/2025 | Sanctuary Advisors LLC | 7,712 | $391K | 0.0% | -42.2% | 0.044% | |
1/30/2025 | Opes Wealth Management LLC | 14,486 | $721K | 0.1% | -5.0% | 0.082% | |
1/30/2025 | Allworth Financial LP | 136,829 | $6.92M | 0.0% | N/A | 0.776% | |
1/30/2025 | DHJJ Financial Advisors Ltd. | 18,880 | $940K | 0.4% | -3.3% | 0.107% | |
1/29/2025 | TFB Advisors LLC | 11,410 | $568K | 0.2% | +48.0% | 0.065% | |
1/29/2025 | Pineridge Advisors LLC | 3,133 | $156K | 0.1% | N/A | 0.018% | |
1/28/2025 | Stephens Inc. AR | 108,033 | $5.38M | 0.1% | -0.5% | 0.613% | |
1/27/2025 | Onyx Bridge Wealth Group LLC | 112,810 | $5.62M | 0.8% | -0.4% | 0.640% | |
1/27/2025 | Stratos Investment Management LLC | 212,902 | $10.60M | 0.6% | +10.8% | 1.208% | |
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1/27/2025 | Stratos Wealth Advisors LLC | 41,137 | $2.05M | 0.1% | -63.5% | 0.233% | |
1/24/2025 | Fiduciary Planning LLC | 580,451 | $28.89M | 9.4% | -0.2% | 3.292% | |
1/24/2025 | Clear Creek Financial Management LLC | 4,430 | $220K | 0.0% | -6.3% | 0.025% | |
1/23/2025 | Great Diamond Partners LLC | 111,021 | $5.53M | 1.4% | -1.0% | 0.630% | |
1/23/2025 | Strategic Blueprint LLC | 11,567 | $576K | 0.0% | +5.9% | 0.066% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 10,524 | $524K | 0.0% | N/A | 0.060% | |
1/21/2025 | Marshall Financial Group LLC | 27,259 | $1.36M | 0.3% | -5.4% | 0.155% | |
1/17/2025 | Cerro Pacific Wealth Advisors LLC | 4,565 | $222K | 0.1% | N/A | 0.026% | |
1/17/2025 | Janney Montgomery Scott LLC | 30,541 | $1.52M | 0.0% | -21.5% | 0.173% | |
1/16/2025 | McCarthy & Cox | 106,209 | $5.29M | 1.8% | -1.4% | 0.602% | |