7/1/2025 | Legacy Wealth Management LLC MS | 45,604 | $934K | 0.3% | +6.5% | 0.036% | |
5/27/2025 | Advisors Capital Management LLC | 497,508 | $10.12M | 0.2% | +2.2% | 0.401% | |
5/21/2025 | Geneos Wealth Management Inc. | 133,966 | $2.73M | 0.1% | +11.5% | 0.108% | |
5/20/2025 | Focus Partners Wealth | 380,115 | $7.74M | 0.0% | +2.5% | 0.306% | |
5/20/2025 | Anchor Investment Management LLC | 934,159 | $19.01M | 1.8% | +12,092.1% | 0.752% | |
5/20/2025 | Aspen Investment Management Inc | 121,900 | $2.48M | 1.1% | +2.3% | 0.098% | |
5/19/2025 | Jane Street Group LLC | 1,455,091 | $29.61M | 0.0% | +533.5% | 1.172% | |
5/16/2025 | Arete Wealth Advisors LLC | 26,512 | $539K | 0.0% | -4.4% | 0.021% | |
5/16/2025 | Jones Financial Companies Lllp | 13,933 | $285K | 0.0% | -91.8% | 0.011% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 34,115 | $694K | 0.5% | N/A | 0.027% | |
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5/16/2025 | Redwood Financial Network Corp | 73,306 | $1.49M | 1.1% | +7.2% | 0.059% | |
5/16/2025 | NewEdge Advisors LLC | 529,192 | $10.77M | 0.1% | +17.1% | 0.423% | |
5/16/2025 | Integrated Wealth Concepts LLC | 213,568 | $4.35M | 0.1% | +23.0% | 0.171% | |
5/16/2025 | Ancora Advisors LLC | 27,839 | $567K | 0.0% | +21.8% | 0.022% | |
5/15/2025 | Royal Bank of Canada | 1,120,698 | $22.81M | 0.0% | +12.6% | 0.902% | |
5/15/2025 | MAI Capital Management | 1,565,233 | $31.85M | 0.2% | +17.9% | 1.260% | |
5/15/2025 | Insight Wealth Partners LLC | 43,855 | $892K | 0.1% | +15.0% | 0.035% | |
5/15/2025 | Baird Financial Group Inc. | 712,010 | $14.49M | 0.0% | -18.8% | 0.573% | |
5/15/2025 | Hanover Advisors Inc. | 56,489 | $1.15M | 0.5% | +9.9% | 0.045% | |
5/14/2025 | Jane Street Group LLC | 1,455,091 | $29.61M | 0.0% | +533.5% | 1.172% | |
5/14/2025 | Comerica Bank | 62,452 | $1.27M | 0.0% | +141.0% | 0.050% | |
5/14/2025 | Freedom Investment Management Inc. | 48,877 | $995K | 0.1% | +7.7% | 0.039% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 130,605 | $2.66M | 0.0% | +13.1% | 0.105% | |
5/14/2025 | Sax Wealth Advisors LLC | 25,714 | $523K | 0.0% | +15.0% | 0.021% | |
5/14/2025 | Kestra Advisory Services LLC | 74,956 | $1.53M | 0.0% | +6.2% | 0.060% | |
5/14/2025 | Compound Planning Inc. | 13,801 | $281K | 0.0% | +32.2% | 0.011% | |
5/14/2025 | Hobbs Group Advisors LLC | 52,349 | $1.07M | 0.4% | +3.5% | 0.042% | |
5/14/2025 | CW Advisors LLC | 51,355 | $1.04M | 0.0% | N/A | 0.041% | |
5/14/2025 | Capital Analysts LLC | 53,205 | $1.08M | 0.0% | +7.2% | 0.043% | |
5/14/2025 | Colonial Trust Advisors | 203,594 | $4.14M | 0.4% | +8.7% | 0.164% | |
5/13/2025 | Aptus Capital Advisors LLC | 1,885,496 | $38.37M | 0.4% | +11.3% | 1.518% | |
5/13/2025 | Tyler Stone Wealth Management | 16,600 | $338K | 0.1% | N/A | 0.013% | |
5/13/2025 | Raymond James Financial Inc. | 5,962,077 | $121.33M | 0.0% | +22.1% | 4.800% | |
5/13/2025 | Oder Investment Management LLC | 33,202 | $676K | 0.6% | +8.4% | 0.027% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 25,711 | $523K | 0.0% | +9.6% | 0.021% | |
5/13/2025 | Redmond Asset Management LLC | 50,174 | $1.02M | 0.3% | +20.1% | 0.040% | |
5/13/2025 | Howard Wealth Management LLC | 227,320 | $4.63M | 2.6% | -1.7% | 0.183% | |
5/13/2025 | Cookson Peirce & Co. Inc. | 485,052 | $9.87M | 0.5% | -2.3% | 0.391% | |
5/13/2025 | Infinity Wealth Counsel LLC | 170,863 | $3.48M | 3.8% | +1.3% | 0.138% | |
5/13/2025 | Tlwm | 1,355,450 | $27.58M | 5.5% | +2.5% | 1.091% | |
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5/13/2025 | HighTower Advisors LLC | 170,825 | $3.48M | 0.0% | +3.4% | 0.138% | |
5/12/2025 | Motley Fool Wealth Management LLC | 1,610,344 | $32.77M | 1.9% | +124.6% | 1.297% | |
5/12/2025 | Invesco Ltd. | 1,905,319 | $38.77M | 0.0% | +15.6% | 1.534% | |
5/12/2025 | Berger Financial Group Inc | 233,377 | $4.75M | 0.3% | -4.1% | 0.188% | |
5/12/2025 | Koss Olinger Consulting LLC | 38,407 | $782K | 0.1% | +1.7% | 0.031% | |
5/12/2025 | Morton Community Bank | 263,464 | $5.36M | 1.4% | +10.4% | 0.212% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 14,587 | $296K | 0.1% | N/A | 0.012% | |
5/9/2025 | Blue Barn Wealth LLC | 88,198 | $1.80M | 0.9% | +14.0% | 0.071% | |
5/9/2025 | Leisure Capital Management | 147,732 | $3.01M | 1.2% | +35.5% | 0.119% | |
5/9/2025 | Atria Wealth Solutions Inc. | 29,291 | $596K | 0.0% | -4.5% | 0.024% | |
5/9/2025 | Kickstand Ventures LLC. | 12,348 | $251K | 0.1% | -13.1% | 0.010% | |
5/9/2025 | Gill Capital Partners LLC | 139,600 | $2.84M | 1.0% | +20.5% | 0.112% | |
5/9/2025 | Delta Financial Group Inc. | 25,664 | $520K | 0.1% | +6.8% | 0.021% | |
5/9/2025 | PNC Financial Services Group Inc. | 3,294 | $67K | 0.0% | +83.8% | 0.003% | |
5/8/2025 | MONECO Advisors LLC | 849,590 | $17.29M | 1.8% | +42.6% | 0.684% | |
5/8/2025 | ProVise Management Group LLC | 208,836 | $4.25M | 0.4% | +10.5% | 0.168% | |
5/8/2025 | Certified Advisory Corp | 14,742 | $300K | 0.0% | N/A | 0.012% | |
5/8/2025 | Shufro Rose & Co. LLC | 274,130 | $5.58M | 0.4% | +17.1% | 0.221% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 157,340 | $3.20M | 0.1% | +3.2% | 0.127% | |
5/8/2025 | Harbour Investments Inc. | 54,918 | $1.12M | 0.0% | +26.9% | 0.044% | |
5/8/2025 | MGO One Seven LLC | 207,311 | $4.22M | 0.2% | +9.9% | 0.167% | |
5/8/2025 | Goodman Financial Corp | 28,277 | $575K | 0.1% | -2.7% | 0.023% | |
5/8/2025 | Cordatus Wealth Management LLC | 26,697 | $543K | 0.1% | +50.9% | 0.021% | |
5/8/2025 | Davis R M Inc. | 591,296 | $12.03M | 0.2% | +29.3% | 0.476% | |
5/8/2025 | Arkadios Wealth Advisors | 33,756 | $687K | 0.0% | +51.7% | 0.027% | |
5/8/2025 | Eastern Bank | 118,264 | $2.41M | 0.0% | -92.2% | 0.095% | |
5/8/2025 | Geneos Wealth Management Inc. | 146,817 | $2.99M | 0.1% | +22.2% | 0.118% | |
5/7/2025 | Nottingham Advisors Inc. | 95,368 | $1.94M | 0.3% | -47.2% | 0.077% | |
5/7/2025 | Foundations Investment Advisors LLC | 30,083 | $612K | 0.0% | +3.2% | 0.024% | |
5/7/2025 | LPL Financial LLC | 4,674,961 | $95.14M | 0.0% | +7.9% | 3.764% | |
5/7/2025 | Phoenix Financial Ltd. | 154,826 | $3.15M | 0.0% | -1.0% | 0.125% | |
5/7/2025 | Trilogy Capital Inc. | 223,260 | $4.54M | 0.2% | +3.7% | 0.180% | |
5/6/2025 | Cetera Investment Advisers | 91,932 | $1.87M | 0.0% | +24.9% | 0.074% | |
5/6/2025 | Avantax Advisory Services Inc. | 155,621 | $3.17M | 0.0% | +12.2% | 0.125% | |
5/6/2025 | SFE Investment Counsel | 237,646 | $4.84M | 1.0% | +13.2% | 0.191% | |
5/6/2025 | Carnegie Investment Counsel | 263,607 | $5.33M | 0.1% | +5.8% | 0.212% | |
5/6/2025 | Goepper Burkhardt LLC | 479,200 | $9.75M | 3.9% | +6.1% | 0.386% | |
5/6/2025 | Summit Wealth Partners LLC | 12,193 | $248K | 0.1% | -13.2% | 0.010% | |
5/6/2025 | IMA Advisory Services Inc. | 18,732 | $381K | 0.0% | -96.8% | 0.015% | |
5/6/2025 | Roundview Capital LLC | 80,394 | $1.64M | 0.1% | +76.1% | 0.065% | |
5/6/2025 | Old Port Advisors | 122,648 | $2.50M | 0.7% | +5.0% | 0.099% | |
5/5/2025 | Genesis Wealth Advisors LLC | 98,027 | $2.00M | 1.6% | +9.0% | 0.079% | |
5/5/2025 | Carmel Capital Partners LLC | 272,365 | $5.54M | 2.2% | +8.0% | 0.219% | |
5/5/2025 | Souders Financial Advisors | 176,115 | $3.58M | 0.5% | +15.4% | 0.142% | |
5/5/2025 | J.W. Cole Advisors Inc. | 99,792 | $2.03M | 0.1% | +109.8% | 0.080% | |
5/5/2025 | Atlantic Union Bankshares Corp | 30,322 | $617K | 0.0% | +41.1% | 0.024% | |
5/5/2025 | Montag A & Associates Inc. | 6,186 | $126K | 0.0% | N/A | 0.005% | |
5/5/2025 | Kestra Private Wealth Services LLC | 51,919 | $1.06M | 0.0% | +358.4% | 0.042% | |
5/5/2025 | SNS Financial Group LLC | 160,771 | $3.27M | 0.3% | +40.9% | 0.129% | |
5/5/2025 | Private Advisor Group LLC | 348,718 | $7.10M | 0.0% | +3.4% | 0.281% | |
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5/2/2025 | Opulen Financial Group LLC | 110,330 | $2.25M | 2.0% | +3.4% | 0.089% | |
5/2/2025 | Allen Capital Group LLC | 28,048 | $571K | 0.1% | +30.0% | 0.023% | |
5/2/2025 | Larson Financial Group LLC | 20,014 | $407K | 0.0% | +59.9% | 0.016% | |
5/2/2025 | GPM Growth Investors Inc. | 619,109 | $12.60M | 5.5% | +3.2% | 0.498% | |
5/2/2025 | Landaas & Co. WI ADV | 24,763 | $504K | 0.1% | N/A | 0.020% | |
5/2/2025 | First Command Advisory Services Inc. | 43,742 | $890K | 0.0% | +28.4% | 0.035% | |
5/2/2025 | Hager Investment Management Services LLC | 1,305 | $27K | 0.0% | N/A | 0.001% | |
5/2/2025 | Sigma Planning Corp | 48,536 | $988K | 0.0% | +12.3% | 0.039% | |
5/1/2025 | Key Financial Inc | 45,805 | $932K | 0.2% | +3.7% | 0.037% | |
5/1/2025 | Whitener Capital Management Inc. | 42,004 | $855K | 0.2% | +59.3% | 0.034% | |