8/5/2025 | Bank of Montreal Can | 718 | $36K | 0.0% | N/A | 0.012% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 13,860 | $703K | 0.1% | -3.6% | 0.231% | |
8/1/2025 | Envestnet Asset Management Inc. | 46,892 | $2.38M | 0.0% | +3.5% | 0.782% | |
7/31/2025 | Whipplewood Advisors LLC | 495 | $25K | 0.0% | -65.2% | 0.008% | |
7/30/2025 | Strategic Blueprint LLC | 27,707 | $1.41M | 0.1% | -1.9% | 0.462% | |
7/30/2025 | Red Crane Wealth Management LLC | 79,985 | $4.06M | 3.7% | +12.8% | 1.333% | |
7/30/2025 | Brookstone Capital Management | 9,285 | $471K | 0.0% | -41.3% | 0.155% | |
7/28/2025 | WealthPlan Investment Management LLC | 9,116 | $463K | 0.0% | +4.7% | 0.152% | |
7/28/2025 | Harbour Investments Inc. | 5,128 | $260K | 0.0% | -15.1% | 0.085% | |
7/25/2025 | Atria Wealth Solutions Inc. | 12,224 | $621K | 0.0% | -2.7% | 0.204% | |
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7/25/2025 | MGO One Seven LLC | 6,086 | $309K | 0.0% | N/A | 0.101% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 32,191 | $1.63M | 0.6% | +1.3% | 0.537% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 105,700 | $5.36M | 0.0% | -10.7% | 1.762% | |
7/18/2025 | Consolidated Portfolio Review Corp | 17,219 | $874K | 0.1% | +4.7% | 0.287% | |
7/18/2025 | Truist Financial Corp | 186,892 | $9.49M | 0.0% | +40.1% | 3.115% | |
7/17/2025 | Janney Montgomery Scott LLC | 340,314 | $17.27M | 0.0% | +2.6% | 5.672% | |
7/16/2025 | Arlington Capital Management Inc. | 5,590 | $284K | 0.2% | -29.5% | 0.093% | |
7/15/2025 | BCS Wealth Management | 4,900 | $249K | 0.1% | -18.1% | 0.082% | |
7/14/2025 | AdvisorNet Financial Inc | 183,414 | $9.31M | 0.6% | -8.1% | 3.057% | |
7/14/2025 | KFG Wealth Management LLC | 3,949 | $200K | 0.0% | N/A | 0.066% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 5,558 | $258K | 0.1% | N/A | 0.092% | |
7/10/2025 | CWC Advisors LLC. | 9,998 | $507K | 0.3% | +4.5% | 0.165% | |
7/10/2025 | Focus Financial Network Inc. | 19,875 | $1.01M | 0.0% | -1.1% | 0.329% | |
7/9/2025 | Triumph Capital Management | 40,632 | $2.06M | 0.6% | N/A | 0.672% | |
7/8/2025 | Gradient Investments LLC | 51,800 | $2.63M | 0.0% | N/A | 0.856% | |
5/19/2025 | Jane Street Group LLC | 20,917 | $970K | 0.0% | N/A | 0.355% | |
5/16/2025 | Faithward Advisors LLC | 11,566 | $536K | 0.1% | -5.3% | 0.196% | |
5/16/2025 | NewEdge Advisors LLC | 290,366 | $13.47M | 0.1% | +12.9% | 4.921% | |
5/15/2025 | MAI Capital Management | 197,032 | $9.14M | 0.1% | +554.2% | 3.340% | |
5/15/2025 | OLD Mission Capital LLC | 24,466 | $1.14M | 0.0% | N/A | 0.415% | |
5/14/2025 | CreativeOne Wealth LLC | 21,558 | $1M | 0.0% | +24.2% | 0.365% | |
5/14/2025 | Kestra Advisory Services LLC | 90,820 | $4.21M | 0.0% | -23.7% | 1.539% | |
5/14/2025 | Capital Analysts LLC | 3,754 | $174K | 0.0% | +14.7% | 0.064% | |
5/14/2025 | Tradition Wealth Management LLC | 112,820 | $5.23M | 0.5% | +2,377.9% | 1.912% | |
5/14/2025 | M Holdings Securities Inc. | 31,092 | $1.44M | 0.2% | +57.6% | 0.527% | |
5/13/2025 | Raymond James Financial Inc. | 70,901 | $3.29M | 0.0% | +721.2% | 1.202% | |
5/13/2025 | Cresset Asset Management LLC | 15,525 | $720K | 0.0% | N/A | 0.263% | |
5/13/2025 | Dagco Inc. | 665 | $31K | 0.0% | N/A | 0.011% | |
5/13/2025 | HighTower Advisors LLC | 37,189 | $1.73M | 0.0% | +299.6% | 0.630% | |
5/12/2025 | WealthPlan Investment Management LLC | 8,709 | $404K | 0.0% | +34.3% | 0.148% | |
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5/9/2025 | Altfest L J & Co. Inc. | 472,624 | $21.92M | 2.7% | N/A | 8.011% | |
5/9/2025 | Atria Wealth Solutions Inc. | 12,563 | $583K | 0.0% | +108.7% | 0.213% | |
5/9/2025 | Commonwealth Equity Services LLC | 492,182 | $22.82M | 0.0% | +19.6% | 8.342% | |
5/9/2025 | Blair William & Co. IL | 15,017 | $696K | 0.0% | +164.3% | 0.255% | |
5/8/2025 | Helium Advisors LLC | 8,422 | $391K | 0.3% | -9.3% | 0.143% | |
5/8/2025 | Certified Advisory Corp | 6,322 | $293K | 0.0% | N/A | 0.107% | |
5/8/2025 | Harbour Investments Inc. | 6,038 | $280K | 0.0% | +19.6% | 0.102% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 8,190 | $380K | 0.2% | +45.2% | 0.139% | |
5/8/2025 | Arkadios Wealth Advisors | 7,404 | $343K | 0.0% | N/A | 0.125% | |
5/8/2025 | FSA Advisors Inc. | 16,205 | $751K | 0.6% | +43.0% | 0.275% | |
5/7/2025 | LPL Financial LLC | 38,201 | $1.77M | 0.0% | +4.3% | 0.647% | |
5/7/2025 | Phoenix Financial Ltd. | 21,080 | $975K | 0.0% | N/A | 0.357% | |
5/6/2025 | Cetera Investment Advisers | 148,551 | $6.89M | 0.0% | +41.1% | 2.518% | |
5/6/2025 | Arlington Capital Management Inc. | 7,930 | $368K | 0.3% | +10.5% | 0.134% | |
5/6/2025 | AE Wealth Management LLC | 22,838 | $1.06M | 0.0% | +105.5% | 0.387% | |
5/6/2025 | PFG Advisors | 26,303 | $1.22M | 0.1% | +1.2% | 0.446% | |
5/5/2025 | IFP Advisors Inc | 14,161 | $657K | 0.0% | +20.5% | 0.236% | |
5/2/2025 | Sigma Planning Corp | 4,747 | $220K | 0.0% | N/A | 0.079% | |
5/1/2025 | Stephens Inc. AR | 34,255 | $1.59M | 0.0% | -36.9% | 0.571% | |
4/30/2025 | Trek Financial LLC | 10,463 | $485K | 0.0% | +25.2% | 0.174% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 5,095 | $236K | 0.0% | N/A | 0.085% | |
4/29/2025 | Envestnet Asset Management Inc. | 45,322 | $2.10M | 0.0% | +78.0% | 0.755% | |
4/29/2025 | World Investment Advisors | 16,208 | $752K | 0.0% | N/A | 0.270% | |
4/29/2025 | Strategic Blueprint LLC | 28,256 | $1.31M | 0.1% | +11.1% | 0.471% | |
4/25/2025 | Crown Wealth Group LLC | 36,233 | $1.68M | 0.9% | -1.0% | 0.604% | |
4/24/2025 | CWC Advisors LLC. | 9,566 | $444K | 0.3% | +28.3% | 0.159% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 118,300 | $5.49M | 0.0% | N/A | 1.972% | |
4/23/2025 | Consolidated Portfolio Review Corp | 16,450 | $763K | 0.1% | +3.2% | 0.274% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 76,952 | $3.57M | 0.0% | +16.4% | 1.283% | |
4/21/2025 | Clear Point Advisors Inc. | 14,909 | $691K | 0.6% | +101.7% | 0.248% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 31,788 | $1.47M | 0.6% | +4.8% | 0.530% | |
4/17/2025 | Janney Montgomery Scott LLC | 331,567 | $15.38M | 0.0% | +2.9% | 5.526% | |
4/16/2025 | CRA Financial Services LLC | 7,635 | $354K | 0.1% | -16.4% | 0.127% | |
4/15/2025 | Noble Wealth Management PBC | 1,250 | $58K | 0.0% | N/A | 0.021% | |
4/15/2025 | Chris Bulman Inc | 6,148 | $285K | 0.2% | -4.6% | 0.102% | |
4/15/2025 | Focus Financial Network Inc. | 20,105 | $932K | 0.0% | +45.7% | 0.335% | |
4/14/2025 | Outlook Wealth Advisors LLC | 45,452 | $2.11M | 0.6% | N/A | 0.758% | |
4/14/2025 | BCS Wealth Management | 5,982 | $277K | 0.1% | +27.0% | 0.100% | |
4/10/2025 | Diligent Investors LLC | 52,159 | $2.42M | 0.6% | +16.2% | 0.805% | |
4/10/2025 | Whipplewood Advisors LLC | 1,424 | $66K | 0.0% | +187.7% | 0.022% | |
4/9/2025 | NBC Securities Inc. | 597 | $27K | 0.0% | N/A | 0.009% | |
4/7/2025 | AdvisorNet Financial Inc | 199,509 | $9.25M | 0.7% | +3.4% | 3.079% | |
3/18/2025 | CWC Advisors LLC. | 7,458 | $359K | 0.4% | N/A | 0.109% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 20,068 | $965K | 0.0% | -3.2% | 0.294% | |
3/12/2025 | Centaurus Financial Inc. | 30,350 | $1.46M | 0.1% | -8.5% | 0.444% | |
3/6/2025 | Wood Tarver Financial Group LLC | 2,512 | $120K | 0.0% | N/A | 0.040% | |
2/18/2025 | Helium Advisors LLC | 9,290 | $447K | 0.4% | N/A | 0.166% | |
2/18/2025 | Sunbelt Securities Inc. | 32,814 | $1.58M | 0.1% | +3.9% | 0.588% | |
2/17/2025 | Diligent Investors LLC | 44,881 | $2.16M | 0.5% | -0.8% | 0.804% | |
2/17/2025 | CoreCap Advisors LLC | 13,037 | $627K | 0.0% | -60.3% | 0.234% | |
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2/17/2025 | Cetera Investment Advisers | 105,283 | $5.06M | 0.0% | +16.5% | 1.887% | |
2/17/2025 | Bank of America Corp DE | 1,775 | $85K | 0.0% | -20.2% | 0.032% | |
2/14/2025 | Capital Analysts LLC | 3,274 | $157K | 0.0% | -59.3% | 0.059% | |
2/14/2025 | Tradition Wealth Management LLC | 4,553 | $219K | 0.0% | -4.7% | 0.082% | |
2/13/2025 | NewEdge Advisors LLC | 257,252 | $12.37M | 0.1% | -36.8% | 4.610% | |
2/13/2025 | CreativeOne Wealth LLC | 17,351 | $834K | 0.0% | N/A | 0.311% | |
2/13/2025 | Raymond James Financial Inc. | 8,634 | $415K | 0.0% | N/A | 0.155% | |
2/13/2025 | Trek Financial LLC | 8,355 | $402K | 0.0% | -32.4% | 0.150% | |
2/13/2025 | Envestnet Asset Management Inc. | 25,456 | $1.22M | 0.0% | -52.1% | 0.456% | |
2/12/2025 | Riggs Capital Management LLC | 4,770 | $229K | 0.2% | N/A | 0.085% | |