6/2/2025 | Modern Wealth Management LLC | 16,506 | $762K | 0.0% | -1.3% | 0.092% | |
5/21/2025 | MBL Wealth LLC | 4,665 | $215K | 0.0% | -41.3% | 0.026% | |
5/14/2025 | CreativeOne Wealth LLC | 4,840 | $224K | 0.0% | -59.7% | 0.027% | |
5/14/2025 | Kestra Advisory Services LLC | 83,104 | $3.84M | 0.0% | -5.4% | 0.461% | |
5/14/2025 | TFB Advisors LLC | 17,154 | $792K | 0.2% | +26.7% | 0.095% | |
5/13/2025 | Raymond James Financial Inc. | 236,075 | $10.90M | 0.0% | -12.7% | 1.309% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 3,562 | $164K | 0.2% | +48.4% | 0.020% | |
5/12/2025 | Sloy Dahl & Holst LLC | 42,340 | $1.96M | 0.3% | -2.0% | 0.235% | |
5/12/2025 | Integrity Financial Corp WA | 24,031 | $1.11M | 0.6% | -6.3% | 0.133% | |
5/9/2025 | Atria Wealth Solutions Inc. | 4,646 | $215K | 0.0% | -81.3% | 0.026% | |
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5/9/2025 | Commonwealth Equity Services LLC | 345,612 | $15.96M | 0.0% | +0.6% | 1.917% | |
5/8/2025 | Moors & Cabot Inc. | 10,625 | $491K | 0.0% | -8.9% | 0.059% | |
5/8/2025 | Harbour Investments Inc. | 19,987 | $923K | 0.0% | -3.1% | 0.111% | |
5/8/2025 | Grantvest Financial Group LLC | 22,095 | $1.02M | 0.8% | -1.6% | 0.123% | |
5/8/2025 | NorthRock Partners LLC | 1,403 | $65K | 0.0% | N/A | 0.008% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 79,558 | $3.67M | 1.4% | -1.5% | 0.441% | |
5/8/2025 | FOCUS Wealth Advisors LLC | 477,569 | $22.05M | 12.2% | -2.2% | 2.649% | |
5/6/2025 | Assetmark Inc. | 141,069 | $6.51M | 0.0% | +38.2% | 0.782% | |
5/6/2025 | Cetera Investment Advisers | 102,975 | $4.76M | 0.0% | +43.2% | 0.571% | |
5/6/2025 | AE Wealth Management LLC | 2,998 | $138K | 0.0% | -30.3% | 0.017% | |
5/6/2025 | WESPAC Advisors SoCal LLC | 163,706 | $7.56M | 2.0% | -17.7% | 0.908% | |
5/6/2025 | Ignite Planners LLC | 69,757 | $3.21M | 0.6% | -30.1% | 0.387% | |
5/5/2025 | IFP Advisors Inc | 4,949 | $229K | 0.0% | -30.5% | 0.027% | |
5/1/2025 | CWM LLC | 175,356 | $8.10M | 0.0% | -2.7% | 0.973% | |
5/1/2025 | Stephens Inc. AR | 162,323 | $7.50M | 0.1% | -0.9% | 0.900% | |
4/30/2025 | Allworth Financial LP | 1,003 | $45K | 0.0% | +79.4% | 0.006% | |
4/29/2025 | Envestnet Asset Management Inc. | 59,911 | $2.77M | 0.0% | +12.5% | 0.332% | |
4/28/2025 | Private Trust Co. NA | 1,626 | $75K | 0.0% | -33.3% | 0.009% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 4,925 | $228K | 0.2% | +17.8% | 0.027% | |
4/25/2025 | Ameritas Advisory Services LLC | 12,279 | $576K | 0.0% | -19.5% | 0.068% | |
4/24/2025 | Transcend Capital Advisors LLC | 10,617 | $490K | 0.0% | N/A | 0.059% | |
4/22/2025 | Advisor Resource Council | 35,523 | $1.64M | 0.1% | N/A | 0.196% | |
4/21/2025 | Clear Point Advisors Inc. | 36,208 | $1.67M | 1.5% | -20.2% | 0.200% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 28,494 | $1.32M | 0.1% | +24.8% | 0.157% | |
4/18/2025 | Lion Street Advisors LLC | 11,841 | $547K | 0.2% | -7.4% | 0.065% | |
4/17/2025 | Sowell Financial Services LLC | 8,083 | $373K | 0.0% | N/A | 0.045% | |
4/17/2025 | Janney Montgomery Scott LLC | 14,763 | $682K | 0.0% | -5.7% | 0.081% | |
4/17/2025 | Keystone Wealth Services LLC | 162,012 | $7.48M | 2.0% | -0.3% | 0.894% | |
4/14/2025 | Farther Finance Advisors LLC | 21,232 | $982K | 0.0% | +4,250.8% | 0.117% | |
4/14/2025 | Black Point Wealth Management | 7,470 | $345K | 2.0% | -59.8% | 0.041% | |
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4/14/2025 | McCarthy & Cox | 17,211 | $795K | 0.3% | -92.8% | 0.095% | |
4/11/2025 | Signal Advisors Wealth LLC | 47,868 | $2.21M | 0.2% | -9.0% | 0.264% | |
4/10/2025 | Accel Wealth Management | 27,065 | $1.25M | 0.5% | -2.3% | 0.149% | |
4/9/2025 | Fragasso Financial Advisors Inc | 12,436 | $574K | 0.0% | -20.8% | 0.069% | |
4/9/2025 | NBC Securities Inc. | 2,367 | $109K | 0.0% | +118,250.0% | 0.013% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 13,543 | $642K | 0.0% | N/A | 0.074% | |
3/6/2025 | Wood Tarver Financial Group LLC | 2,964 | $140K | 0.0% | N/A | 0.016% | |
2/28/2025 | Park Square Financial Group LLC | 535 | $25K | 0.0% | N/A | 0.004% | |
2/27/2025 | REAP Financial Group LLC | 211,367 | $10.03M | 2.5% | -1.2% | 1.635% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 5,448 | $258K | 0.0% | -66.0% | 0.042% | |
2/25/2025 | Armis Advisers LLC | 166,593 | $7.90M | 1.0% | N/A | 1.288% | |
2/25/2025 | Integrated Advisors Network LLC | 41,060 | $1.95M | 0.1% | -1.2% | 0.318% | |
2/18/2025 | Sunbelt Securities Inc. | 8,181 | $389K | 0.0% | -9.3% | 0.063% | |
2/18/2025 | Novem Group | 4,864 | $231K | 0.0% | N/A | 0.038% | |
2/17/2025 | Wolverine Trading LLC | 7,264 | $346K | 0.0% | N/A | 0.056% | |
2/17/2025 | CoreCap Advisors LLC | 11,255 | $534K | 0.0% | +14.0% | 0.087% | |
2/17/2025 | Cetera Investment Advisers | 71,930 | $3.41M | 0.0% | -71.6% | 0.556% | |
2/17/2025 | Ameriprise Financial Inc. | 11,787 | $559K | 0.0% | N/A | 0.091% | |
2/14/2025 | Jane Street Group LLC | 11,246 | $533K | 0.0% | -46.0% | 0.087% | |
2/14/2025 | MGO One Seven LLC | 10,095 | $479K | 0.0% | -81.9% | 0.078% | |
2/13/2025 | NewEdge Advisors LLC | 37,959 | $1.80M | 0.0% | -12.0% | 0.294% | |
2/13/2025 | Main Street Financial Solutions LLC | 63,851 | $3.03M | 0.3% | -1.3% | 0.494% | |
2/13/2025 | CreativeOne Wealth LLC | 12,015 | $570K | 0.0% | -93.3% | 0.093% | |
2/13/2025 | Mariner LLC | 12,862 | $610K | 0.0% | -4.4% | 0.099% | |
2/13/2025 | Rockefeller Capital Management L.P. | 86,671 | $4.11M | 0.0% | +9.7% | 0.670% | |
2/13/2025 | Envestnet Asset Management Inc. | 53,277 | $2.53M | 0.0% | -83.2% | 0.412% | |
2/12/2025 | FSB Premier Wealth Management Inc. | 80,808 | $3.83M | 1.5% | -11.9% | 0.625% | |
2/12/2025 | Bullseye Investment Management LLC | 4,433 | $210K | 0.1% | -56.7% | 0.034% | |
2/12/2025 | Murphy & Mullick Capital Management Corp | 900 | $43K | 0.0% | N/A | 0.007% | |
2/11/2025 | Modern Wealth Management LLC | 16,720 | $812K | 0.0% | N/A | 0.129% | |
2/11/2025 | Grantvest Financial Group LLC | 22,445 | $1.07M | 1.2% | N/A | 0.174% | |
2/11/2025 | LPL Financial LLC | 107,529 | $5.10M | 0.0% | +1.2% | 0.832% | |
2/10/2025 | Arbor Capital Management Inc. ADV | 4,182 | $202K | 0.2% | -15.3% | 0.032% | |
2/10/2025 | Harbour Investments Inc. | 20,620 | $978K | 0.0% | -2.7% | 0.159% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 16,251 | $771K | 0.0% | -19.2% | 0.126% | |
2/10/2025 | Commonwealth Equity Services LLC | 343,690 | $16.30M | 0.0% | -4.3% | 2.658% | |
2/10/2025 | Avantax Advisory Services Inc. | 7,220 | $342K | 0.0% | -36.9% | 0.056% | |
2/7/2025 | HighTower Advisors LLC | 17,648 | $837K | 0.0% | -9.8% | 0.136% | |
2/7/2025 | Moors & Cabot Inc. | 11,664 | $553K | 0.0% | -5.5% | 0.090% | |
2/6/2025 | Raymond James Financial Inc. | 270,279 | $12.82M | 0.0% | N/A | 2.090% | |
2/6/2025 | Assetmark Inc. | 102,050 | $4.84M | 0.0% | +54.3% | 0.789% | |
2/6/2025 | Keystone Wealth Services LLC | 162,539 | $7.71M | 2.0% | -1.1% | 1.257% | |
2/4/2025 | IFP Advisors Inc | 7,116 | $338K | 0.0% | +13.7% | 0.055% | |
2/4/2025 | World Equity Group Inc. | 8,275 | $392K | 0.1% | N/A | 0.064% | |
2/4/2025 | Wealthgarden F.S. LLC | 10,938 | $519K | 0.5% | N/A | 0.085% | |
2/3/2025 | Concurrent Investment Advisors LLC | 4,254 | $202K | 0.0% | N/A | 0.033% | |
2/3/2025 | Legacy Solutions LLC | 5,644 | $268K | 0.3% | N/A | 0.044% | |
2/3/2025 | Flagstar Advisors Inc. | 8,512 | $404K | 0.1% | -16.1% | 0.066% | |
2/3/2025 | Clear Point Advisors Inc. | 45,375 | $2.15M | 1.8% | -17.0% | 0.351% | |
1/31/2025 | Atria Wealth Solutions Inc. | 24,785 | $1.18M | 0.0% | -13.4% | 0.192% | |
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1/31/2025 | Truist Financial Corp | 11,683 | $554K | 0.0% | -23.4% | 0.090% | |
1/30/2025 | Allworth Financial LP | 559 | $27K | 0.0% | N/A | 0.004% | |
1/30/2025 | Principal Securities Inc. | 21,441 | $1.02M | 0.0% | +16.3% | 0.166% | |
1/29/2025 | TFB Advisors LLC | 13,541 | $642K | 0.2% | +41.6% | 0.105% | |
1/28/2025 | Stephens Inc. AR | 163,817 | $7.77M | 0.1% | -0.8% | 1.267% | |
1/27/2025 | Lion Street Advisors LLC | 12,786 | $606K | 0.2% | -32.6% | 0.099% | |
1/27/2025 | WESPAC Advisors SoCal LLC | 198,795 | $9.43M | 2.1% | -3.9% | 1.537% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 4,498 | $213K | 0.0% | N/A | 0.035% | |
1/23/2025 | New Wave Wealth Advisors LLC | 4,141 | $196K | 0.1% | -63.3% | 0.032% | |
1/23/2025 | Strategic Blueprint LLC | 9,100 | $432K | 0.0% | +7.6% | 0.070% | |