5/29/2025 | Nova Wealth Management Inc. | 4,076 | $210K | 0.2% | +205.3% | 0.006% | |
5/22/2025 | WBI Investments LLC | 62,989 | $3.24M | 0.9% | -44.5% | 0.095% | |
5/21/2025 | MBL Wealth LLC | 354,257 | $18.23M | 1.8% | +1.3% | 0.532% | |
5/21/2025 | Geneos Wealth Management Inc. | 196,669 | $10.12M | 0.3% | -41.9% | 0.295% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 20,453 | $1.05M | 0.2% | +8.2% | 0.031% | |
5/20/2025 | Belpointe Asset Management LLC | 6,439 | $333K | 0.0% | +28.6% | 0.010% | |
5/20/2025 | Integrity Alliance LLC. | 49,509 | $2.55M | 0.1% | N/A | 0.074% | |
5/16/2025 | Goldman Sachs Group Inc. | 16,147 | $831K | 0.0% | +8.7% | 0.024% | |
5/16/2025 | NewEdge Advisors LLC | 133,740 | $6.88M | 0.0% | +2.6% | 0.201% | |
5/16/2025 | Integrated Wealth Concepts LLC | 5,910 | $304K | 0.0% | -50.7% | 0.009% | |
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5/16/2025 | 1 North Wealth Services LLC | 116,552 | $6.00M | 2.8% | -5.0% | 0.175% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 19,569 | $1.01M | 0.0% | +5.3% | 0.029% | |
5/15/2025 | Royal Bank of Canada | 830,522 | $42.73M | 0.0% | +19.3% | 1.247% | |
5/15/2025 | Calton & Associates Inc. | 37,681 | $1.94M | 0.4% | +35.2% | 0.057% | |
5/15/2025 | Titleist Asset Management LLC | 117,377 | $6.04M | 0.7% | N/A | 0.176% | |
5/15/2025 | Baird Financial Group Inc. | 11,734 | $604K | 0.0% | +74.3% | 0.018% | |
5/14/2025 | CreativeOne Wealth LLC | 9,885 | $509K | 0.0% | +2.7% | 0.015% | |
5/14/2025 | PKS Advisory Services LLC | 39,952 | $2.06M | 0.6% | +41.0% | 0.060% | |
5/14/2025 | Comerica Bank | 39,328 | $2.02M | 0.0% | -4.4% | 0.059% | |
5/14/2025 | Freedom Investment Management Inc. | 20,944 | $1.08M | 0.1% | +18.8% | 0.031% | |
5/14/2025 | Synovus Financial Corp | 8,831 | $454K | 0.0% | +59.4% | 0.013% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 609,996 | $31.38M | 0.0% | +3.5% | 0.916% | |
5/14/2025 | Kestra Advisory Services LLC | 389,249 | $20.03M | 0.1% | +1.6% | 0.584% | |
5/14/2025 | OFC Financial Planning LLC | 76,563 | $3.94M | 4.5% | -1.2% | 0.115% | |
5/14/2025 | Ameriprise Financial Inc. | 1,248,954 | $64.25M | 0.0% | +654.2% | 1.875% | |
5/14/2025 | Level Four Advisory Services LLC | 390,246 | $20.08M | 0.8% | +1.0% | 0.586% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 149,995 | $7.72M | 0.1% | +1.7% | 0.225% | |
5/13/2025 | Raymond James Financial Inc. | 2,864,864 | $147.40M | 0.1% | +17.5% | 4.302% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 4,543 | $234K | 0.0% | N/A | 0.007% | |
5/13/2025 | EverSource Wealth Advisors LLC | 10,551 | $543K | 0.0% | +355.0% | 0.016% | |
5/13/2025 | HighTower Advisors LLC | 33,266 | $1.71M | 0.0% | -81.6% | 0.050% | |
5/12/2025 | SouthState Corp | 2,715 | $140K | 0.0% | N/A | 0.004% | |
5/12/2025 | Koss Olinger Consulting LLC | 606,355 | $31.20M | 2.6% | +0.7% | 0.910% | |
5/12/2025 | Beam Wealth Advisors Inc. | 42,704 | $2.20M | 0.7% | -3.3% | 0.064% | |
5/12/2025 | One Degree Advisors Inc | 10,998 | $565K | 0.2% | +50.2% | 0.017% | |
5/9/2025 | WealthShield Partners LLC | 37,406 | $1.93M | 0.2% | -0.6% | 0.056% | |
5/9/2025 | Atria Wealth Solutions Inc. | 344,764 | $17.74M | 0.2% | +4.4% | 0.518% | |
5/9/2025 | Thoroughbred Financial Services LLC | 84,447 | $4.34M | 0.3% | +853.9% | 0.127% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,457,052 | $74.97M | 0.1% | +8.2% | 2.188% | |
5/9/2025 | PNC Financial Services Group Inc. | 20,168 | $1.04M | 0.0% | +5.8% | 0.030% | |
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5/8/2025 | SPC Financial Inc. | 126,075 | $6.49M | 0.6% | +5.1% | 0.189% | |
5/8/2025 | MONECO Advisors LLC | 193,065 | $9.93M | 1.0% | +4.9% | 0.290% | |
5/8/2025 | Harbour Investments Inc. | 53,077 | $2.73M | 0.1% | +97.3% | 0.080% | |
5/8/2025 | Geneos Wealth Management Inc. | 286,752 | $14.75M | 0.4% | -15.3% | 0.431% | |
5/7/2025 | Maridea Wealth Management LLC | 5,144 | $265K | 0.1% | -60.4% | 0.008% | |
5/7/2025 | LPL Financial LLC | 4,819,492 | $247.96M | 0.1% | +38.2% | 7.236% | |
5/6/2025 | Pacer Advisors Inc. | 209,644 | $10.79M | 0.0% | -0.1% | 0.330% | |
5/6/2025 | MY Wealth Management Inc. | 174,933 | $9M | 8.7% | +23.8% | 0.276% | |
5/6/2025 | Assetmark Inc. | 2,604 | $134K | 0.0% | +128.8% | 0.004% | |
5/6/2025 | Cetera Investment Advisers | 1,274,832 | $65.59M | 0.1% | +3.1% | 2.009% | |
5/6/2025 | Avantax Advisory Services Inc. | 356,197 | $18.33M | 0.1% | +10.3% | 0.561% | |
5/6/2025 | Strategic Financial Partners Ltd. | 21,744 | $1.12M | 0.6% | -1.2% | 0.034% | |
5/6/2025 | PFG Advisors | 224,733 | $11.56M | 0.6% | +8.5% | 0.354% | |
5/5/2025 | Lunt Capital Management Inc. | 43,128 | $2.22M | 0.8% | +5.0% | 0.068% | |
5/5/2025 | J.W. Cole Advisors Inc. | 173,937 | $8.95M | 0.3% | +61.2% | 0.274% | |
5/5/2025 | WNY Asset Management LLC | 6,218 | $320K | 0.0% | +60.8% | 0.010% | |
5/5/2025 | IFP Advisors Inc | 5,550 | $286K | 0.0% | +72.7% | 0.009% | |
5/5/2025 | OneAscent Financial Services LLC | 11,668 | $600K | 0.0% | +90.6% | 0.018% | |
5/5/2025 | Calton & Associates Inc. | 43,101 | $2.22M | 0.3% | +54.7% | 0.068% | |
5/5/2025 | Kestra Private Wealth Services LLC | 39,111 | $2.01M | 0.0% | +19.7% | 0.062% | |
5/5/2025 | Private Advisor Group LLC | 177,763 | $9.15M | 0.1% | +13.4% | 0.280% | |
5/2/2025 | Independent Wealth Network Inc. | 8,726 | $449K | 0.2% | -4.5% | 0.014% | |
5/2/2025 | Apollon Wealth Management LLC | 12,210 | $628K | 0.0% | +14.0% | 0.019% | |
5/2/2025 | Sigma Planning Corp | 15,024 | $773K | 0.0% | -1.8% | 0.024% | |
5/1/2025 | Curtis Advisory Group LLC | 75,745 | $3.90M | 1.1% | +42.5% | 0.119% | |
4/30/2025 | Allworth Financial LP | 6,937 | $337K | 0.0% | -3.7% | 0.011% | |
4/30/2025 | Axxcess Wealth Management LLC | 30,911 | $1.59M | 0.0% | +0.7% | 0.049% | |
4/30/2025 | Silverlake Wealth Management LLC | 9,450 | $486K | 0.2% | -3.6% | 0.015% | |
4/30/2025 | Stratos Wealth Partners LTD. | 114,645 | $5.90M | 0.1% | +9.3% | 0.181% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,070,076 | $55.06M | 0.0% | +16.9% | 1.686% | |
4/29/2025 | Meridian Investment Counsel Inc. | 12,000 | $617K | 0.2% | -9.1% | 0.019% | |
4/29/2025 | Concurrent Investment Advisors LLC | 67,939 | $3.50M | 0.1% | +41.2% | 0.107% | |
4/29/2025 | World Investment Advisors | 11,292 | $581K | 0.0% | +3.4% | 0.018% | |
4/29/2025 | Capital Investment Advisory Services LLC | 44,332 | $2.28M | 0.2% | N/A | 0.070% | |
4/29/2025 | Silver Oak Securities Incorporated | 16,442 | $843K | 0.1% | +15.6% | 0.026% | |
4/28/2025 | D.A. Davidson & CO. | 151,817 | $7.81M | 0.1% | +28.7% | 0.239% | |
4/28/2025 | Private Trust Co. NA | 23,558 | $1.21M | 0.1% | +3.3% | 0.037% | |
4/28/2025 | DAVENPORT & Co LLC | 331,205 | $17.04M | 0.1% | +7.1% | 0.522% | |
4/28/2025 | Clear Creek Financial Management LLC | 13,983 | $719K | 0.1% | +112.5% | 0.022% | |
4/25/2025 | Saxon Interests Inc. | 16,794 | $864K | 0.4% | +30.5% | 0.026% | |
4/25/2025 | Ameritas Advisory Services LLC | 5,666 | $299K | 0.0% | +5.1% | 0.009% | |
4/24/2025 | Golden State Wealth Management LLC | 8,025 | $413K | 0.1% | +8.5% | 0.013% | |
4/24/2025 | Money Concepts Capital Corp | 7,934 | $408K | 0.0% | -69.6% | 0.013% | |
4/23/2025 | Western Wealth Management LLC | 14,847 | $764K | 0.1% | +6.2% | 0.023% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 42,561 | $2.19M | 0.2% | +7.5% | 0.067% | |
4/23/2025 | Tyche Wealth Partners LLC | 233,120 | $11.99M | 2.6% | +1.9% | 0.367% | |
4/23/2025 | Ferguson Shapiro LLC | 1,365,533 | $70.26M | 26.2% | +3.6% | 2.152% | |
4/23/2025 | Golden State Wealth Management LLC | 16,048 | $826K | 0.1% | +117.0% | 0.025% | |
4/23/2025 | Golden State Equity Partners | 11,145 | $573K | 0.1% | -6.8% | 0.018% | |
4/23/2025 | Financial Enhancement Group LLC | 267,545 | $12.99M | 2.0% | +24.1% | 0.422% | |
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4/23/2025 | International Assets Investment Management LLC | 13,903 | $715K | 0.0% | -2.2% | 0.022% | |
4/23/2025 | Sheets Smith Wealth Management | 29,205 | $1.50M | 0.2% | N/A | 0.046% | |
4/23/2025 | Mascagni Wealth Management Inc. | 5,179 | $277K | 0.3% | -9.6% | 0.008% | |
4/23/2025 | Oppenheimer & Co. Inc. | 28,629 | $1.47M | 0.0% | +1.5% | 0.045% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 926,645 | $47.68M | 0.2% | +2.2% | 1.460% | |
4/22/2025 | Aspire Capital Advisors LLC | 58,055 | $2.99M | 0.9% | N/A | 0.091% | |
4/22/2025 | Burt Wealth Advisors | 7,747 | $399K | 0.1% | +6.1% | 0.012% | |
4/22/2025 | Advisor Resource Council | 130,234 | $6.70M | 0.5% | +111.9% | 0.205% | |
4/21/2025 | ORG Partners LLC | 117,278 | $6.04M | 1.5% | -1.9% | 0.185% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 33,198 | $1.71M | 0.0% | +19.0% | 0.052% | |