8/19/2025 | Advisory Services Network LLC | 59,675 | $1.84M | 0.0% | -55.9% | 0.377% | |
8/18/2025 | Geneos Wealth Management Inc. | 1,450 | $44K | 0.0% | N/A | 0.009% | |
8/15/2025 | Sugar Maple Asset Management LLC | 122,626 | $3.74M | 2.9% | -33.0% | 0.775% | |
8/15/2025 | MML Investors Services LLC | 471,690 | $14.38M | 0.0% | -36.5% | 2.980% | |
8/14/2025 | Jane Street Group LLC | 15,858 | $483K | 0.0% | N/A | 0.100% | |
8/14/2025 | Ausdal Financial Partners Inc. | 391,560 | $11.94M | 0.8% | +3.4% | 2.474% | |
8/14/2025 | Keystone Financial Services LLC | 320,844 | $9.78M | 7.4% | +5.2% | 2.027% | |
8/14/2025 | NewEdge Advisors LLC | 206,371 | $6.29M | 0.0% | +87.6% | 1.304% | |
8/14/2025 | Financial Strategies Group Inc. | 417,979 | $12.79M | 2.7% | +1.8% | 2.640% | |
8/13/2025 | Copley Financial Group Inc. | 242,083 | $7.38M | 5.5% | +161.4% | 1.529% | |
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8/12/2025 | J.W. Cole Advisors Inc. | 27,595 | $841K | 0.0% | +16.8% | 0.174% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 3,691 | $113K | 0.0% | -20.1% | 0.023% | |
8/12/2025 | Maripau Wealth Management LLC | 574,834 | $17.52M | 8.8% | -0.2% | 3.631% | |
8/12/2025 | Centric Wealth Management | 22,551 | $699K | 0.2% | -3.3% | 0.142% | |
8/12/2025 | JPMorgan Chase & Co. | 79,309 | $2.42M | 0.0% | +542.3% | 0.501% | |
8/8/2025 | Financial Gravity Companies Inc. | 9,000 | $274K | 0.0% | N/A | 0.057% | |
8/8/2025 | Avantax Advisory Services Inc. | 134,683 | $4.11M | 0.0% | +15.3% | 0.851% | |
8/8/2025 | Cetera Investment Advisers | 1,366,615 | $41.65M | 0.1% | -12.1% | 8.633% | |
8/7/2025 | Allworth Financial LP | 1,667,933 | $50.84M | 0.2% | +2.5% | 10.537% | |
8/7/2025 | PFG Advisors | 21,448 | $654K | 0.0% | +25.6% | 0.135% | |
8/5/2025 | Sigma Planning Corp | 237,147 | $7.23M | 0.2% | -7.1% | 1.498% | |
8/1/2025 | GWN Securities Inc. | 51,084 | $1.56M | 0.3% | +90.4% | 0.323% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,007,881 | $30.72M | 0.0% | +3.8% | 6.367% | |
7/30/2025 | Brookstone Capital Management | 98,936 | $3.02M | 0.0% | -1.5% | 0.625% | |
7/29/2025 | ODonnell Financial Services LLC | 129,774 | $3.96M | 1.5% | -7.0% | 0.820% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 61,172 | $1.87M | 0.0% | -2.0% | 0.386% | |
7/29/2025 | Stratos Wealth Partners LTD. | 10,451 | $319K | 0.0% | N/A | 0.066% | |
7/29/2025 | Stratos Wealth Advisors LLC | 7,129 | $217K | 0.0% | -86.4% | 0.045% | |
7/29/2025 | Stratos Investment Management LLC | 142,428 | $4.34M | 0.2% | +43.7% | 0.900% | |
7/28/2025 | Harbour Investments Inc. | 176,181 | $5.37M | 0.1% | +24.8% | 1.113% | |
7/22/2025 | Ergawealth Advisors Inc. | 40,967 | $1.25M | 0.6% | +1.4% | 0.259% | |
7/22/2025 | Diligent Investors LLC | 34,598 | $1.06M | 0.2% | -2.2% | 0.219% | |
7/21/2025 | New Century Financial Group LLC | 77,547 | $2.36M | 2.8% | N/A | 0.490% | |
7/16/2025 | Independent Wealth Network Inc. | 78,379 | $2.39M | 0.9% | -3.0% | 0.495% | |
7/15/2025 | Retirement Guys Formula LLC | 472,765 | $14.41M | 5.5% | +33.1% | 2.987% | |
7/15/2025 | Optima Capital LLC | 65,562 | $2.00M | 1.1% | -2.4% | 0.414% | |
7/11/2025 | Trinity Wealth Management LLC | 39,976 | $1.22M | 0.5% | -9.1% | 0.254% | |
7/11/2025 | Silver Oak Securities Incorporated | 42,812 | $1.31M | 0.1% | -6.3% | 0.272% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,756 | $207K | 0.0% | N/A | 0.043% | |
7/10/2025 | Signal Advisors Wealth LLC | 574,753 | $17.52M | 1.4% | -0.2% | 3.649% | |
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7/3/2025 | Fiduciary Financial Group LLC | 7,612 | $232K | 0.0% | -22.2% | 0.048% | |
7/2/2025 | HBW Advisory Services LLC | 14,714 | $448K | 0.1% | +7.4% | 0.093% | |
6/13/2025 | Optima Capital LLC | 67,143 | $1.92M | 1.2% | -20.2% | 0.436% | |
5/16/2025 | Arete Wealth Advisors LLC | 15,048 | $430K | 0.0% | +89.9% | 0.100% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 62,395 | $1.78M | 0.0% | -1.8% | 0.417% | |
5/16/2025 | Financial Strategies Group Inc. | 410,436 | $11.48M | 2.7% | -0.6% | 2.740% | |
5/16/2025 | NewEdge Advisors LLC | 110,027 | $3.14M | 0.0% | +74,242.6% | 0.734% | |
5/16/2025 | Integrated Wealth Concepts LLC | 36,331 | $1.04M | 0.0% | +12.2% | 0.243% | |
5/15/2025 | Core Wealth Advisors Inc. | 143,234 | $4.09M | 1.3% | +20.8% | 0.956% | |
5/15/2025 | Centric Wealth Management | 23,325 | $666K | 0.2% | -32.9% | 0.156% | |
5/14/2025 | Kestra Advisory Services LLC | 617,606 | $17.63M | 0.1% | +0.9% | 4.123% | |
5/14/2025 | Capital Analysts LLC | 63,153 | $1.80M | 0.1% | +2.0% | 0.422% | |
5/13/2025 | HighTower Advisors LLC | 60,416 | $1.73M | 0.0% | +0.7% | 0.403% | |
5/12/2025 | Townsquare Capital LLC | 11,599 | $331K | 0.0% | +34.1% | 0.077% | |
5/9/2025 | Chicago Partners Investment Group LLC | 70,369 | $2.01M | 0.1% | -17.2% | 0.470% | |
5/9/2025 | Atria Wealth Solutions Inc. | 13,124 | $375K | 0.0% | -57.2% | 0.088% | |
5/8/2025 | Harbour Investments Inc. | 141,202 | $4.03M | 0.1% | +38.9% | 0.943% | |
5/7/2025 | LPL Financial LLC | 284,263 | $8.12M | 0.0% | -17.1% | 1.898% | |
5/6/2025 | Cetera Investment Advisers | 1,554,621 | $44.38M | 0.1% | -8.3% | 10.434% | |
5/6/2025 | Avantax Advisory Services Inc. | 116,794 | $3.33M | 0.0% | -1.8% | 0.784% | |
5/5/2025 | Kestra Private Wealth Services LLC | 50,391 | $1.44M | 0.0% | +3.2% | 0.338% | |
5/5/2025 | ODonnell Financial Services LLC | 139,615 | $3.99M | 1.6% | -28.2% | 0.937% | |
5/2/2025 | Independent Wealth Network Inc. | 80,827 | $2.31M | 0.9% | -4.3% | 0.542% | |
5/2/2025 | Sigma Planning Corp | 255,285 | $7.29M | 0.2% | +2.5% | 1.713% | |
5/1/2025 | CWM LLC | 11,932 | $341K | 0.0% | +417.2% | 0.080% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 9,000 | $257K | 0.1% | N/A | 0.060% | |
4/30/2025 | Allworth Financial LP | 1,627,041 | $45.95M | 0.3% | +6.8% | 10.920% | |
4/30/2025 | Stratos Wealth Advisors LLC | 52,250 | $1.49M | 0.1% | +245.1% | 0.351% | |
4/30/2025 | Stratos Investment Management LLC | 99,095 | $2.83M | 0.2% | N/A | 0.665% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 56,460 | $1.61M | 0.3% | N/A | 0.379% | |
4/29/2025 | Envestnet Asset Management Inc. | 971,342 | $27.73M | 0.0% | +29.9% | 6.519% | |
4/29/2025 | Brookstone Capital Management | 100,413 | $2.87M | 0.0% | -40.9% | 0.674% | |
4/29/2025 | Silver Oak Securities Incorporated | 45,674 | $1.30M | 0.1% | +17.8% | 0.307% | |
4/28/2025 | Novem Group | 8,650 | $247K | 0.0% | -7.0% | 0.058% | |
4/25/2025 | Keystone Financial Services LLC | 305,114 | $8.71M | 7.4% | +7.4% | 2.048% | |
4/23/2025 | Retirement Guys Formula LLC | 355,161 | $10.14M | 5.0% | -32.1% | 2.384% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 216,146 | $6.17M | 0.0% | +10.3% | 1.451% | |
4/22/2025 | Ergawealth Advisors Inc. | 40,383 | $1.15M | 0.6% | +2.1% | 0.271% | |
4/15/2025 | Fiduciary Financial Group LLC | 9,781 | $270K | 0.1% | +3.8% | 0.066% | |
4/11/2025 | Signal Advisors Wealth LLC | 575,854 | $16.44M | 1.6% | +1.7% | 3.720% | |
4/10/2025 | Trinity Wealth Management LLC | 43,979 | $1.26M | 0.6% | N/A | 0.284% | |
4/10/2025 | Sugar Maple Asset Management LLC | 183,153 | $5.23M | 4.1% | +39.3% | 1.183% | |
4/9/2025 | HBW Advisory Services LLC | 13,696 | $391K | 0.1% | -6.1% | 0.088% | |
3/14/2025 | Keystone Financial Services LLC | 284,003 | $8.32M | 7.6% | N/A | 1.809% | |
3/6/2025 | IronOak Wealth LLC. | 111,276 | $3.26M | 3.6% | N/A | 0.721% | |
3/5/2025 | Copley Financial Group Inc. | 49,250 | $1.44M | 1.1% | +437.8% | 0.319% | |
2/25/2025 | Armis Advisers LLC | 961,210 | $28.15M | 3.4% | N/A | 6.229% | |
2/18/2025 | 49 Wealth Management LLC | 9,241 | $271K | 0.0% | N/A | 0.075% | |
2/18/2025 | Novem Group | 9,300 | $272K | 0.0% | N/A | 0.076% | |
2/18/2025 | Glen Eagle Advisors LLC | 43,754 | $1.28M | 0.2% | +76.4% | 0.357% | |
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2/17/2025 | Diligent Investors LLC | 35,373 | $1.04M | 0.2% | +6.0% | 0.289% | |
2/17/2025 | Cetera Investment Advisers | 1,695,694 | $49.67M | 0.1% | +19.6% | 13.842% | |
2/14/2025 | Jane Street Group LLC | 32,388 | $949K | 0.0% | N/A | 0.264% | |
2/14/2025 | Triumph Capital Management | 12,219 | $358K | 0.1% | +8.3% | 0.100% | |
2/14/2025 | Capital Analysts LLC | 61,911 | $1.81M | 0.1% | N/A | 0.505% | |
2/14/2025 | Core Wealth Advisors Inc. | 118,558 | $3.47M | 1.1% | +15.7% | 0.968% | |
2/14/2025 | Integrated Wealth Concepts LLC | 32,386 | $949K | 0.0% | N/A | 0.264% | |
2/14/2025 | MML Investors Services LLC | 737,315 | $21.60M | 0.1% | +1.1% | 6.019% | |
2/13/2025 | Belpointe Asset Management LLC | 158,204 | $4.50M | 0.3% | +5.2% | 1.291% | |
2/13/2025 | Advisory Services Network LLC | 105,240 | $3.08M | 0.1% | -8.9% | 0.859% | |