7/9/2025 | Procyon Advisors LLC | 2,513 | $205K | 0.0% | -17.1% | 0.005% | |
7/9/2025 | Key Client Fiduciary Advisors LLC | 19,606 | $1.60M | 0.6% | +7.3% | 0.041% | |
7/9/2025 | Presidio Capital Management LLC | 152,503 | $12.41M | 4.8% | +4.7% | 0.316% | |
7/8/2025 | Next Level Private LLC | 175,579 | $14.29M | 4.7% | +7.9% | 0.364% | |
7/8/2025 | MRA Advisory Group | 51,530 | $4.20M | 2.0% | +33.4% | 0.107% | |
7/8/2025 | NBC Securities Inc. | 12,493 | $1.02M | 0.1% | +145.0% | 0.026% | |
7/8/2025 | Parallel Advisors LLC | 6,267 | $510K | 0.0% | +8.1% | 0.013% | |
7/7/2025 | Nova Wealth Management Inc. | 5,075 | $413K | 0.3% | -9.5% | 0.011% | |
7/3/2025 | Arvest Investments Inc. | 51,599 | $4.20M | 0.6% | +31.2% | 0.114% | |
7/3/2025 | TrueWealth Advisors LLC | 5,567 | $453K | 0.1% | +25.0% | 0.012% | |
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7/2/2025 | HBW Advisory Services LLC | 14,277 | $1.16M | 0.1% | +73.1% | 0.032% | |
7/2/2025 | Crumly & Associates Inc. | 99,714 | $8.12M | 2.0% | +21.0% | 0.221% | |
5/29/2025 | Nova Wealth Management Inc. | 5,608 | $383K | 0.3% | +15.0% | 0.012% | |
5/21/2025 | Geneos Wealth Management Inc. | 5,100 | $348K | 0.0% | +47.0% | 0.011% | |
5/20/2025 | Belpointe Asset Management LLC | 12,696 | $866K | 0.0% | N/A | 0.028% | |
5/20/2025 | Strive Asset Management LLC | 30,127 | $2.06M | 1.4% | N/A | 0.066% | |
5/20/2025 | Integrity Alliance LLC. | 11,442 | $780K | 0.0% | N/A | 0.025% | |
5/19/2025 | Jane Street Group LLC | 17,464 | $1.19M | 0.0% | +115.9% | 0.038% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 38,397 | $2.62M | 0.1% | +4.3% | 0.085% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 4,045 | $276K | 0.2% | +8.2% | 0.009% | |
5/15/2025 | Flputnam Investment Management Co. | 25,007 | $1.71M | 0.0% | N/A | 0.055% | |
5/15/2025 | Royal Bank of Canada | 802,079 | $54.71M | 0.0% | +29.1% | 1.778% | |
5/15/2025 | Insight Wealth Partners LLC | 13,327 | $909K | 0.2% | +4.5% | 0.030% | |
5/15/2025 | WPG Advisers LLC | 9,317 | $636K | 0.6% | N/A | 0.021% | |
5/15/2025 | TD Capital Management LLC | 392 | $27K | 0.0% | N/A | 0.001% | |
5/15/2025 | Cascade Investment Group Inc. | 8,851 | $604K | 0.5% | -3.8% | 0.020% | |
5/14/2025 | CreativeOne Wealth LLC | 7,236 | $494K | 0.0% | N/A | 0.016% | |
5/14/2025 | Quadcap Wealth Management LLC | 50,362 | $3.44M | 0.5% | +9.6% | 0.112% | |
5/14/2025 | Per Stirling Capital Management LLC. | 10,955 | $747K | 0.1% | -85.0% | 0.024% | |
5/14/2025 | Comerica Bank | 27,681 | $1.89M | 0.0% | +8.3% | 0.061% | |
5/14/2025 | Synovus Financial Corp | 7,925 | $541K | 0.0% | N/A | 0.018% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 295,482 | $20.16M | 0.0% | +69.1% | 0.655% | |
5/14/2025 | Kestra Advisory Services LLC | 489,553 | $33.39M | 0.2% | +21.5% | 1.085% | |
5/14/2025 | Barnes Wealth Management Group Inc | 3,209 | $219K | 0.1% | N/A | 0.007% | |
5/14/2025 | Capital Wealth Alliance LLC | 9,963 | $680K | 0.4% | -46.0% | 0.022% | |
5/14/2025 | Capital Analysts LLC | 409 | $28K | 0.0% | +53.2% | 0.001% | |
5/13/2025 | Aptus Capital Advisors LLC | 10,614 | $724K | 0.0% | -5.3% | 0.024% | |
5/13/2025 | Global View Capital Management LLC | 10,145 | $692K | 0.3% | +1.5% | 0.022% | |
5/13/2025 | Cascade Financial Partners LLC | 44,855 | $3.06M | 0.4% | +1,473.9% | 0.099% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 119,801 | $8.17M | 0.1% | +17.8% | 0.266% | |
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5/13/2025 | Raymond James Financial Inc. | 1,633,600 | $111.43M | 0.0% | -8.8% | 3.622% | |
5/13/2025 | Comprehensive Wealth Management LLC | 23,291 | $1.59M | 1.1% | N/A | 0.052% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 8,366 | $571K | 0.0% | +141.9% | 0.019% | |
5/13/2025 | Seaview Investment Managers LLC | 17,792 | $1.21M | 0.4% | -2.5% | 0.039% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 1,518 | $104K | 0.1% | N/A | 0.003% | |
5/13/2025 | HighTower Advisors LLC | 310,500 | $21.18M | 0.0% | +31.9% | 0.688% | |
5/12/2025 | Meridian Wealth Management LLC | 11,610 | $792K | 0.0% | -30.1% | 0.026% | |
5/12/2025 | Benjamin Edwards Inc. | 36,374 | $2.48M | 0.0% | +6.2% | 0.081% | |
5/12/2025 | Condor Capital Management | 4,213 | $287K | 0.0% | +3.9% | 0.009% | |
5/12/2025 | Measured Wealth Private Client Group LLC | 3,509 | $239K | 0.1% | -32.4% | 0.008% | |
5/12/2025 | Townsquare Capital LLC | 5,829 | $398K | 0.0% | N/A | 0.013% | |
5/12/2025 | National Bank of Canada FI | 6,815 | $464K | 0.0% | N/A | 0.015% | |
5/9/2025 | Atria Wealth Solutions Inc. | 29,751 | $2.03M | 0.0% | +41.3% | 0.066% | |
5/9/2025 | Thoroughbred Financial Services LLC | 5,619 | $383K | 0.0% | +96.8% | 0.012% | |
5/9/2025 | Commonwealth Equity Services LLC | 406,770 | $27.75M | 0.0% | +48.4% | 0.902% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,911 | $130K | 0.0% | +33.7% | 0.004% | |
5/8/2025 | IFG Advisory LLC | 53,795 | $3.67M | 0.2% | +71.3% | 0.119% | |
5/8/2025 | SPC Financial Inc. | 68,483 | $4.67M | 0.4% | +4.5% | 0.152% | |
5/8/2025 | US Bancorp DE | 69,314 | $4.73M | 0.0% | +18.9% | 0.154% | |
5/8/2025 | Harbour Investments Inc. | 158,175 | $10.79M | 0.3% | +3.7% | 0.351% | |
5/8/2025 | Sound View Wealth Advisors Group LLC | 7,706 | $526K | 0.0% | +62.8% | 0.017% | |
5/8/2025 | Grantvest Financial Group LLC | 3,064 | $209K | 0.2% | N/A | 0.007% | |
5/8/2025 | Arkadios Wealth Advisors | 57,629 | $3.93M | 0.1% | +781.9% | 0.128% | |
5/8/2025 | Marshall Investment Management LLC | 55,253 | $3.77M | 2.3% | -36.9% | 0.123% | |
5/8/2025 | Banque Cantonale Vaudoise | 26,070 | $1.78M | 0.1% | N/A | 0.058% | |
5/7/2025 | Creekside Partners | 16,696 | $1.14M | 0.6% | +21.8% | 0.037% | |
5/7/2025 | N.E.W. Advisory Services LLC | 120,006 | $8.19M | 0.6% | +107.8% | 0.266% | |
5/7/2025 | Viawealth LLC | 24,035 | $1.64M | 1.0% | N/A | 0.053% | |
5/7/2025 | Maridea Wealth Management LLC | 13,260 | $904K | 0.3% | +12.9% | 0.029% | |
5/7/2025 | Brio Consultants LLC | 18,784 | $1.28M | 0.5% | N/A | 0.042% | |
5/7/2025 | LPL Financial LLC | 3,354,942 | $228.84M | 0.1% | +26.4% | 7.439% | |
5/7/2025 | Valley Wealth Managers Inc. | 41,295 | $2.82M | 0.2% | +1.1% | 0.092% | |
5/7/2025 | Bearing Point Capital LLC | 14,281 | $974K | 0.2% | +53.0% | 0.032% | |
5/7/2025 | First Heartland Consultants Inc. | 21,190 | $1.45M | 0.1% | +14.1% | 0.047% | |
5/6/2025 | Assetmark Inc. | 24,009 | $1.64M | 0.0% | +10.2% | 0.053% | |
5/6/2025 | Cetera Investment Advisers | 241,611 | $16.48M | 0.0% | +7.2% | 0.536% | |
5/6/2025 | Avantax Advisory Services Inc. | 156,508 | $10.68M | 0.1% | +36.0% | 0.347% | |
5/6/2025 | Black Swift Group LLC | 98,815 | $6.74M | 1.5% | +125.3% | 0.219% | |
5/6/2025 | AE Wealth Management LLC | 17,361 | $1.18M | 0.0% | +31.4% | 0.038% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 8,075 | $551K | 0.3% | -6.4% | 0.018% | |
5/6/2025 | Alpha Omega Group Inc. | 98,794 | $6.74M | 8.0% | -5.1% | 0.219% | |
5/6/2025 | Ignite Planners LLC | 7,922 | $562K | 0.1% | +27.3% | 0.018% | |
5/6/2025 | Fagan Associates Inc. | 60,614 | $4.13M | 0.7% | +2.1% | 0.134% | |
5/5/2025 | IFP Advisors Inc | 1,116 | $76K | 0.0% | +46.6% | 0.002% | |
5/5/2025 | Morse Asset Management Inc | 741 | $51K | 0.0% | -16.9% | 0.002% | |
5/5/2025 | Kestra Private Wealth Services LLC | 34,044 | $2.32M | 0.0% | +10.7% | 0.075% | |
5/5/2025 | Fountainhead AM LLC | 6,429 | $439K | 0.1% | +24.0% | 0.014% | |
5/5/2025 | PCG Wealth Advisors LLC | 45,587 | $3.11M | 1.1% | +20.2% | 0.101% | |
5/5/2025 | Csenge Advisory Group | 5,978 | $402K | 0.0% | -95.2% | 0.013% | |
5/5/2025 | ARQ Wealth Advisors LLC | 40,960 | $2.79M | 1.0% | +50.8% | 0.091% | |
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5/5/2025 | Willner & Heller LLC | 3,631 | $248K | 0.2% | +25.3% | 0.008% | |
5/5/2025 | Private Advisor Group LLC | 170,172 | $11.61M | 0.1% | +52.1% | 0.377% | |
5/5/2025 | Nwam LLC | 73,233 | $5.00M | 0.4% | -18.4% | 0.162% | |
5/5/2025 | Darden Wealth Group Inc | 5,050 | $345K | 0.3% | -3.6% | 0.011% | |
5/2/2025 | Independent Wealth Network Inc. | 4,938 | $337K | 0.1% | -18.0% | 0.011% | |
5/2/2025 | Frederick Financial Consultants LLC | 130,603 | $8.91M | 6.4% | +53.5% | 0.291% | |
5/2/2025 | Parcion Private Wealth LLC | 424,996 | $28.99M | 2.4% | N/A | 0.945% | |
5/2/2025 | Sage Private Wealth Group LLC | 177,835 | $12.13M | 9.2% | +1.5% | 0.396% | |
5/2/2025 | Lokken Investment Group LLC | 52,076 | $3.55M | 1.5% | +2.8% | 0.116% | |
5/2/2025 | Apollon Wealth Management LLC | 15,884 | $1.08M | 0.0% | N/A | 0.035% | |