5/1/2025 | Diversify Wealth Management LLC | 16,963 | $801K | 0.1% | +40.8% | 0.026% | |
4/30/2025 | Allworth Financial LP | 2,922 | $136K | 0.0% | -9.8% | 0.004% | |
4/30/2025 | Moloney Securities Asset Management LLC | 27,133 | $1.30M | 0.2% | +41.2% | 0.041% | |
4/30/2025 | Stratos Wealth Partners LTD. | 70,329 | $3.37M | 0.1% | +479.1% | 0.106% | |
4/30/2025 | Stratos Wealth Advisors LLC | 30,190 | $1.45M | 0.1% | N/A | 0.045% | |
4/30/2025 | Lee Johnson Capital Management LLC | 28,398 | $1.36M | 0.7% | N/A | 0.043% | |
4/30/2025 | Brown Advisory Inc. | 9,748 | $467K | 0.0% | +16.4% | 0.015% | |
4/30/2025 | Crossmark Global Holdings Inc. | 11,662 | $558K | 0.0% | N/A | 0.018% | |
4/29/2025 | Centennial Bank AR | 11,276 | $540K | 0.3% | +16.1% | 0.017% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 37,163 | $1.78M | 0.1% | +5.6% | 0.056% | |
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4/29/2025 | Envestnet Asset Management Inc. | 40,870 | $1.96M | 0.0% | -41.7% | 0.061% | |
4/29/2025 | Capital Investment Advisory Services LLC | 43,849 | $2.10M | 0.2% | +215.9% | 0.066% | |
4/28/2025 | Mutual Advisors LLC | 36,211 | $1.70M | 0.0% | N/A | 0.054% | |
4/28/2025 | Latitude Advisors LLC | 6,016 | $288K | 0.2% | N/A | 0.009% | |
4/28/2025 | Weaver Consulting Group | 15,875 | $760K | 0.2% | +24.3% | 0.024% | |
4/28/2025 | Private Trust Co. NA | 5,764 | $276K | 0.0% | +92.1% | 0.009% | |
4/28/2025 | DAVENPORT & Co LLC | 7,500 | $359K | 0.0% | -29.9% | 0.011% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 13,626 | $623K | 0.2% | N/A | 0.021% | |
4/25/2025 | Naviter Wealth LLC | 5,835 | $278K | 0.0% | N/A | 0.009% | |
4/24/2025 | Crescent Grove Advisors LLC | 22,083 | $1.06M | 0.1% | -82.3% | 0.033% | |
4/24/2025 | Money Concepts Capital Corp | 10,088 | $483K | 0.0% | +42.3% | 0.015% | |
4/24/2025 | PDS Planning Inc | 22,283 | $1.07M | 0.1% | +9.7% | 0.034% | |
4/23/2025 | Spire Wealth Management | 1,274 | $61K | 0.0% | -93.5% | 0.002% | |
4/23/2025 | International Assets Investment Management LLC | 155,266 | $7.44M | 0.2% | -1.0% | 0.234% | |
4/23/2025 | Sheets Smith Wealth Management | 22,005 | $1.05M | 0.1% | +145.0% | 0.033% | |
4/23/2025 | GHP Investment Advisors Inc. | 1,592 | $76K | 0.0% | +536.8% | 0.002% | |
4/23/2025 | Guardian Financial Partners LLC | 49,427 | $2.37M | 1.1% | +7.8% | 0.074% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 4,865 | $233K | 0.0% | N/A | 0.007% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 11,589 | $555K | 0.0% | N/A | 0.017% | |
4/22/2025 | Brown Lisle Cummings Inc. | 28,475 | $1.36M | 0.4% | +1.9% | 0.043% | |
4/22/2025 | Flagship Harbor Advisors LLC | 9,208 | $441K | 0.0% | +42.6% | 0.014% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 92,589 | $4.43M | 0.0% | +59.1% | 0.139% | |
4/22/2025 | World Equity Group Inc. | 6,419 | $307K | 0.1% | -62.9% | 0.010% | |
4/22/2025 | PFG Investments LLC | 55,195 | $2.64M | 0.2% | +52.3% | 0.083% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 11,096 | $531K | 0.0% | +75.0% | 0.017% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 10,872 | $521K | 0.0% | +33.5% | 0.016% | |
4/18/2025 | Insigneo Advisory Services LLC | 35,122 | $1.68M | 0.2% | +18.2% | 0.053% | |
4/17/2025 | Janney Montgomery Scott LLC | 16,709 | $800K | 0.0% | +16.1% | 0.025% | |
4/17/2025 | RiverTree Advisors LLC | 37,921 | $1.82M | 1.2% | N/A | 0.057% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 72,049 | $3.45M | 0.0% | +432.9% | 0.112% | |
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4/16/2025 | Steele Capital Management Inc. | 81,400 | $3.90M | 0.2% | +175.9% | 0.127% | |
4/15/2025 | MADDEN SECURITIES Corp | 72,885 | $3.49M | 1.4% | N/A | 0.113% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 4,340 | $208K | 0.0% | N/A | 0.007% | |
4/11/2025 | City State Bank | 1,000 | $48K | 0.0% | N/A | 0.002% | |
4/11/2025 | Unique Wealth LLC | 40,386 | $1.93M | 0.4% | -26.4% | 0.063% | |
4/10/2025 | Gainplan LLC | 36,011 | $1.73M | 1.1% | -24.9% | 0.056% | |
4/10/2025 | Key Client Fiduciary Advisors LLC | 17,801 | $853K | 0.4% | +50.8% | 0.028% | |
4/9/2025 | RFG Advisory LLC | 44,925 | $2.15M | 0.1% | +81.4% | 0.070% | |
4/9/2025 | HBW Advisory Services LLC | 29,107 | $1.39M | 0.2% | +116.5% | 0.045% | |
4/9/2025 | Paladin Wealth LLC | 31,235 | $1.50M | 1.3% | -30.6% | 0.049% | |
4/9/2025 | Milestone Asset Management LLC | 15,465 | $741K | 0.2% | +47.7% | 0.024% | |
4/9/2025 | High Net Worth Advisory Group LLC | 50,676 | $2.43M | 0.7% | +11.6% | 0.079% | |
4/9/2025 | Gradient Investments LLC | 1,642,236 | $78.65M | 1.6% | -25.5% | 2.556% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 13,519 | $687K | 0.0% | N/A | 0.022% | |
3/10/2025 | Mattson Financial Services LLC | 168,173 | $8.62M | 2.7% | +1,948.6% | 0.280% | |
2/25/2025 | Heck Capital Advisors LLC | 3,155 | $160K | 0.0% | N/A | 0.005% | |
2/18/2025 | Novak & Powell Financial Services Inc. | 6,651 | $338K | 0.2% | +13.1% | 0.026% | |
2/18/2025 | Continuum Advisory LLC | 2,619 | $133K | 0.0% | +8.3% | 0.010% | |
2/18/2025 | Delta Investment Management LLC | 51,595 | $2.62M | 0.5% | +27.2% | 0.204% | |
2/17/2025 | Waverly Advisors LLC | 51,196 | $2.60M | 0.0% | +13.8% | 0.203% | |
2/17/2025 | Wellington Wealth Strategies LLC. | 796 | $40K | 0.0% | N/A | 0.003% | |
2/17/2025 | Snowden Capital Advisors LLC | 5,985 | $304K | 0.0% | N/A | 0.024% | |
2/17/2025 | Northeast Financial Consultants Inc | 10,944 | $556K | 0.0% | +12.3% | 0.043% | |
2/17/2025 | Napa Wealth Management | 11,330 | $576K | 0.2% | +38.9% | 0.045% | |
2/17/2025 | EP Wealth Advisors LLC | 3,095 | $157K | 0.0% | N/A | 0.012% | |
2/17/2025 | CoreCap Advisors LLC | 12,551 | $638K | 0.0% | +30.8% | 0.050% | |
2/17/2025 | Cetera Investment Advisers | 103,548 | $5.26M | 0.0% | +97.6% | 0.410% | |
2/17/2025 | Cary Street Partners Financial LLC | 16,032 | $815K | 0.0% | N/A | 0.064% | |
2/17/2025 | Bank of America Corp DE | 4,338 | $220K | 0.0% | N/A | 0.017% | |
2/17/2025 | Ameriprise Financial Inc. | 55,316 | $2.81M | 0.0% | +7.4% | 0.219% | |
2/17/2025 | Aptus Capital Advisors LLC | 40,231 | $2.05M | 0.0% | +3.5% | 0.159% | |
2/14/2025 | Westbourne Investments Inc. | 14,185 | $721K | 0.4% | N/A | 0.056% | |
2/14/2025 | Triumph Capital Management | 16,450 | $836K | 0.3% | -2.7% | 0.065% | |
2/14/2025 | Owen LaRue LLC | 28,202 | $1.43M | 0.7% | +106.8% | 0.112% | |
2/14/2025 | Second Half Financial Partners LLC | 454,000 | $23.07M | 11.3% | N/A | 1.799% | |
2/14/2025 | Stifel Financial Corp | 503,357 | $25.58M | 0.0% | +16.2% | 1.995% | |
2/14/2025 | Tower Research Capital LLC TRC | 8,075 | $410K | 0.0% | +21.8% | 0.032% | |
2/14/2025 | Seaview Investment Managers LLC | 10,921 | $555K | 0.2% | N/A | 0.043% | |
2/14/2025 | MML Investors Services LLC | 173,708 | $8.83M | 0.0% | +12.2% | 0.688% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 5,322 | $270K | 0.1% | N/A | 0.021% | |
2/13/2025 | Insigneo Advisory Services LLC | 29,714 | $1.51M | 0.2% | +86.1% | 0.118% | |
2/13/2025 | Mariner LLC | 32,631 | $1.66M | 0.0% | +63.7% | 0.129% | |
2/13/2025 | Rockefeller Capital Management L.P. | 32,083 | $1.63M | 0.0% | +37.6% | 0.127% | |
2/13/2025 | Renaissance Technologies LLC | 199,600 | $10.14M | 0.0% | +50.0% | 0.791% | |
2/13/2025 | Envestnet Asset Management Inc. | 70,098 | $3.56M | 0.0% | +29.7% | 0.278% | |
2/13/2025 | Smith Moore & CO. | 54,847 | $2.79M | 0.3% | +10.2% | 0.217% | |
2/12/2025 | Arete Wealth Advisors LLC | 14,298 | $728K | 0.1% | +1.7% | 0.057% | |
2/12/2025 | OLD Mission Capital LLC | 29,101 | $1.48M | 0.0% | N/A | 0.115% | |
2/12/2025 | Orion Portfolio Solutions LLC | 81,009 | $4.12M | 0.0% | -9.5% | 0.321% | |
2/11/2025 | Grantvest Financial Group LLC | 13,178 | $670K | 0.8% | N/A | 0.052% | |
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2/11/2025 | LPL Financial LLC | 831,693 | $42.27M | 0.0% | +27.1% | 3.296% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 1,100 | $56K | 0.0% | -38.9% | 0.004% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 6,341 | $322K | 0.0% | N/A | 0.025% | |
2/10/2025 | Commonwealth Equity Services LLC | 66,721 | $3.39M | 0.0% | +32.1% | 0.264% | |
2/10/2025 | Avantax Advisory Services Inc. | 20,232 | $1.03M | 0.0% | +152.9% | 0.080% | |
2/7/2025 | PFG Advisors | 5,847 | $297K | 0.0% | +7.5% | 0.023% | |
2/7/2025 | HighTower Advisors LLC | 34,996 | $1.78M | 0.0% | +63.7% | 0.139% | |
2/7/2025 | Independent Advisor Alliance | 58,741 | $2.99M | 0.0% | N/A | 0.233% | |
2/7/2025 | PNC Financial Services Group Inc. | 5,876 | $299K | 0.0% | +47.6% | 0.023% | |
2/6/2025 | Cascade Wealth Advisors Inc | 149,276 | $7.59M | 5.1% | +22.0% | 0.592% | |