8/15/2025 | FSB Premier Wealth Management Inc. | 19,214 | $922K | 0.3% | -5.5% | 0.110% | |
8/15/2025 | MML Investors Services LLC | 32,894 | $1.58M | 0.0% | +14.8% | 0.189% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 12,770 | $613K | 0.0% | N/A | 0.073% | |
8/14/2025 | Raymond James Financial Inc. | 204,595 | $9.82M | 0.0% | -5.4% | 1.172% | |
8/14/2025 | Darwin Wealth Management LLC | 8,571 | $411K | 0.1% | N/A | 0.049% | |
8/14/2025 | NewEdge Advisors LLC | 20,006 | $960K | 0.0% | -4.0% | 0.115% | |
8/13/2025 | Beacon Pointe Advisors LLC | 7,841 | $376K | 0.0% | -7.9% | 0.045% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 35,425 | $1.70M | 0.0% | +6.9% | 0.203% | |
8/12/2025 | CreativeOne Wealth LLC | 127,290 | $6.11M | 0.2% | +532.6% | 0.729% | |
8/8/2025 | Cetera Investment Advisers | 340,663 | $16.36M | 0.0% | +212.8% | 1.952% | |
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8/8/2025 | Foundations Investment Advisors LLC | 9,067 | $435K | 0.0% | N/A | 0.052% | |
8/6/2025 | Prospera Financial Services Inc | 64,844 | $3.11M | 0.1% | +7.3% | 0.372% | |
8/6/2025 | AE Wealth Management LLC | 7,380 | $354K | 0.0% | -59.8% | 0.042% | |
8/5/2025 | Prosperity Consulting Group LLC | 9,518 | $457K | 0.0% | -9.6% | 0.055% | |
8/4/2025 | FWG Investments LLC. | 29,174 | $1.40M | 1.1% | -1.4% | 0.167% | |
8/4/2025 | Arbor Capital Management Inc. ADV | 9,053 | $440K | 0.4% | -5.9% | 0.052% | |
8/4/2025 | Atria Investments Inc | 45,616 | $2.19M | 0.0% | N/A | 0.261% | |
8/4/2025 | Assetmark Inc. | 192,968 | $9.26M | 0.0% | +32.7% | 1.106% | |
8/1/2025 | Envestnet Asset Management Inc. | 645,003 | $30.97M | 0.0% | +151.4% | 3.696% | |
7/31/2025 | VestGen Investment Management | 12,312 | $591K | 0.4% | N/A | 0.071% | |
7/31/2025 | Avion Wealth | 3,951 | $189K | 0.0% | N/A | 0.023% | |
7/30/2025 | Strategic Blueprint LLC | 86,792 | $4.17M | 0.2% | -15.6% | 0.497% | |
7/30/2025 | TFB Advisors LLC | 17,338 | $832K | 0.2% | -4.9% | 0.099% | |
7/30/2025 | Brookstone Capital Management | 10,938 | $525K | 0.0% | +2.3% | 0.063% | |
7/29/2025 | Stephens Inc. AR | 31,830 | $1.53M | 0.0% | -1.9% | 0.182% | |
7/28/2025 | Harbour Investments Inc. | 49,261 | $2.37M | 0.1% | -6.5% | 0.282% | |
7/28/2025 | RFG Advisory LLC | 10,182 | $489K | 0.0% | N/A | 0.058% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 10,932 | $525K | 0.0% | N/A | 0.063% | |
7/25/2025 | MGO One Seven LLC | 15,199 | $730K | 0.0% | +14.3% | 0.087% | |
7/25/2025 | CWM LLC | 285,613 | $13.71M | 0.0% | -6.9% | 1.637% | |
7/23/2025 | REAP Financial Group LLC | 133,418 | $6.41M | 1.5% | -5.5% | 0.765% | |
7/23/2025 | Tcfg Wealth Management LLC | 4,288 | $206K | 0.1% | N/A | 0.025% | |
7/22/2025 | Luken Investment Analytics LLC | 5,456 | $262K | 0.1% | +11.7% | 0.031% | |
7/22/2025 | Merit Financial Group LLC | 80,771 | $3.88M | 0.0% | -13.5% | 0.463% | |
7/21/2025 | Ameritas Advisory Services LLC | 11,071 | $532K | 0.0% | -44.2% | 0.063% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 16,478 | $791K | 0.3% | -2.0% | 0.094% | |
7/18/2025 | Truist Financial Corp | 13,805 | $663K | 0.0% | -3.6% | 0.079% | |
7/17/2025 | Janney Montgomery Scott LLC | 28,372 | $1.36M | 0.0% | -8.3% | 0.163% | |
7/17/2025 | ERn Financial LLC | 48,253 | $2.32M | 0.5% | -16.4% | 0.277% | |
7/14/2025 | Park Avenue Securities LLC | 4,242 | $204K | 0.0% | N/A | 0.024% | |
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7/14/2025 | Sowell Financial Services LLC | 7,796 | $374K | 0.0% | -6.4% | 0.045% | |
7/10/2025 | Signal Advisors Wealth LLC | 27,170 | $1.30M | 0.1% | -1.1% | 0.156% | |
7/9/2025 | Fragasso Financial Advisors Inc | 64,020 | $3.07M | 0.2% | -2.1% | 0.367% | |
7/9/2025 | Beacon Financial Group | 24,581 | $1.18M | 0.1% | -10.2% | 0.141% | |
7/7/2025 | Schulz Wealth LTD. | 106,261 | $5.10M | 3.8% | -1.4% | 0.609% | |
5/19/2025 | Jane Street Group LLC | 15,798 | $704K | 0.0% | -21.2% | 0.091% | |
5/15/2025 | Royal Bank of Canada | 23,154 | $1.03M | 0.0% | +3.8% | 0.133% | |
5/15/2025 | OLD Mission Capital LLC | 17,346 | $773K | 0.0% | -27.1% | 0.100% | |
5/14/2025 | CreativeOne Wealth LLC | 20,122 | $896K | 0.0% | -84.7% | 0.115% | |
5/14/2025 | FWG Investments LLC. | 29,581 | $1.32M | 1.5% | -7.4% | 0.170% | |
5/14/2025 | Kestra Advisory Services LLC | 163,001 | $7.26M | 0.0% | -2.8% | 0.935% | |
5/14/2025 | TFB Advisors LLC | 18,224 | $812K | 0.2% | +26.0% | 0.105% | |
5/13/2025 | Raymond James Financial Inc. | 216,195 | $9.63M | 0.0% | -20.1% | 1.240% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 1,036 | $46K | 0.1% | +117.6% | 0.006% | |
5/12/2025 | Townsquare Capital LLC | 6,136 | $273K | 0.0% | -8.3% | 0.035% | |
5/12/2025 | Sloy Dahl & Holst LLC | 31,082 | $1.39M | 0.2% | -1.9% | 0.178% | |
5/12/2025 | Integrity Financial Corp WA | 32,160 | $1.43M | 0.8% | -4.7% | 0.185% | |
5/9/2025 | Atria Wealth Solutions Inc. | 36,097 | $1.61M | 0.0% | -11.6% | 0.207% | |
5/8/2025 | Harbour Investments Inc. | 52,706 | $2.35M | 0.1% | -3.4% | 0.302% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 20,333 | $906K | 0.4% | +4.7% | 0.117% | |
5/7/2025 | Prosperity Consulting Group LLC | 10,525 | $469K | 0.0% | +3.4% | 0.060% | |
5/7/2025 | LPL Financial LLC | 99,924 | $4.45M | 0.0% | -0.4% | 0.573% | |
5/6/2025 | Assetmark Inc. | 145,428 | $6.48M | 0.0% | +38.7% | 0.834% | |
5/6/2025 | Cetera Investment Advisers | 108,923 | $4.85M | 0.0% | -60.5% | 0.625% | |
5/6/2025 | Avantax Advisory Services Inc. | 5,491 | $245K | 0.0% | -49.1% | 0.032% | |
5/6/2025 | AE Wealth Management LLC | 18,355 | $818K | 0.0% | -6.4% | 0.105% | |
5/5/2025 | IFP Advisors Inc | 2,144 | $96K | 0.0% | -16.3% | 0.012% | |
5/5/2025 | Kestra Private Wealth Services LLC | 11,433 | $509K | 0.0% | +30.0% | 0.066% | |
5/1/2025 | CWM LLC | 306,850 | $13.67M | 0.1% | -1.9% | 1.760% | |
4/29/2025 | Wood Tarver Financial Group LLC | 897 | $40K | 0.0% | N/A | 0.005% | |
4/29/2025 | Envestnet Asset Management Inc. | 256,591 | $11.43M | 0.0% | -47.9% | 1.472% | |
4/29/2025 | Schulz Wealth LTD. | 107,757 | $4.80M | 3.7% | -5.8% | 0.618% | |
4/29/2025 | Strategic Blueprint LLC | 102,890 | $4.58M | 0.3% | +3.9% | 0.590% | |
4/29/2025 | OneDigital Investment Advisors LLC | 7,050 | $314K | 0.0% | -3.4% | 0.040% | |
4/28/2025 | Novem Group | 9,590 | $427K | 0.1% | -38.1% | 0.055% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 9,621 | $430K | 0.4% | +5.1% | 0.055% | |
4/25/2025 | Ameritas Advisory Services LLC | 19,858 | $897K | 0.0% | -3.0% | 0.113% | |
4/25/2025 | New Wave Wealth Advisors LLC | 6,703 | $299K | 0.1% | -25.0% | 0.038% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 5,600 | $249K | 0.0% | -37.2% | 0.032% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 55,375 | $2.47M | 0.0% | -7.5% | 0.315% | |
4/21/2025 | ORG Partners LLC | 2,310 | $103K | 0.0% | N/A | 0.013% | |
4/21/2025 | ERn Financial LLC | 57,712 | $2.57M | 0.4% | -4.5% | 0.328% | |
4/21/2025 | Luken Investment Analytics LLC | 4,884 | $218K | 0.1% | N/A | 0.028% | |
4/17/2025 | Sowell Financial Services LLC | 8,329 | $371K | 0.0% | N/A | 0.047% | |
4/17/2025 | Janney Montgomery Scott LLC | 30,933 | $1.38M | 0.0% | -55.9% | 0.176% | |
4/17/2025 | Keystone Wealth Services LLC | 106,319 | $4.74M | 1.3% | -0.6% | 0.604% | |
4/15/2025 | Noble Wealth Management PBC | 10,343 | $461K | 0.3% | -3.1% | 0.059% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 25,279 | $1.13M | 0.1% | +6.2% | 0.144% | |
4/14/2025 | Octavia Wealth Advisors LLC | 25,353 | $1.13M | 0.1% | -2.5% | 0.144% | |
4/14/2025 | Farther Finance Advisors LLC | 9,292 | $415K | 0.0% | N/A | 0.053% | |
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4/14/2025 | McCarthy & Cox | 17,656 | $787K | 0.3% | -84.5% | 0.100% | |
4/11/2025 | Signal Advisors Wealth LLC | 27,480 | $1.22M | 0.1% | -17.5% | 0.156% | |
4/10/2025 | Beacon Financial Group | 27,360 | $1.22M | 0.1% | -34.5% | 0.155% | |
4/9/2025 | Merit Financial Group LLC | 93,420 | $4.16M | 0.1% | +10.1% | 0.531% | |
4/9/2025 | Fragasso Financial Advisors Inc | 65,375 | $2.91M | 0.2% | -1.7% | 0.371% | |
4/9/2025 | NBC Securities Inc. | 6,098 | $271K | 0.0% | +76,125.0% | 0.035% | |
2/28/2025 | Park Square Financial Group LLC | 553 | $25K | 0.0% | N/A | 0.005% | |
2/27/2025 | REAP Financial Group LLC | 149,221 | $6.82M | 1.7% | +9.4% | 1.233% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 11,059 | $505K | 0.0% | +45.4% | 0.091% | |
2/25/2025 | Armis Advisers LLC | 120,787 | $5.52M | 0.7% | N/A | 0.998% | |