5/2/2025 | LJI Wealth Management LLC | 3,267 | $206K | 0.0% | N/A | 0.003% | |
5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 9,027 | $569K | 0.0% | -12.9% | 0.007% | |
5/2/2025 | Apollon Financial LLC | 21,859 | $1.38M | 0.3% | -1.5% | 0.018% | |
5/2/2025 | Apollon Wealth Management LLC | 9,504 | $599K | 0.0% | -3.8% | 0.008% | |
5/2/2025 | Prepared Retirement Institute LLC | 6,839 | $431K | 0.3% | +48.4% | 0.006% | |
5/2/2025 | Sigma Planning Corp | 96,600 | $6.09M | 0.2% | +18.3% | 0.078% | |
5/1/2025 | Cutter & CO Brokerage Inc. | 32,918 | $2.07M | 0.5% | +4.3% | 0.027% | |
5/1/2025 | CWM LLC | 712,658 | $44.90M | 0.2% | +81.1% | 0.576% | |
5/1/2025 | Stephens Inc. AR | 75,554 | $4.76M | 0.1% | -8.6% | 0.061% | |
5/1/2025 | American Financial Advisors LLC | 234,671 | $14.78M | 2.1% | -2.0% | 0.190% | |
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5/1/2025 | Gateway Wealth Partners LLC | 36,563 | $2.30M | 0.5% | +144.5% | 0.030% | |
5/1/2025 | Stegent Equity Advisors Inc. | 22,281 | $1.40M | 1.4% | -4.8% | 0.018% | |
4/30/2025 | Joseph Group Capital Management | 144,604 | $9.11M | 3.5% | -9.3% | 0.117% | |
4/30/2025 | Cerity Partners LLC | 11,049 | $696K | 0.0% | +6.8% | 0.009% | |
4/30/2025 | Sharpepoint LLC | 3,133 | $208K | 0.2% | N/A | 0.003% | |
4/30/2025 | Moloney Securities Asset Management LLC | 11,829 | $745K | 0.1% | -4.5% | 0.010% | |
4/30/2025 | Axxcess Wealth Management LLC | 611,833 | $38.55M | 1.0% | +6.1% | 0.494% | |
4/30/2025 | Valeo Financial Advisors LLC | 4,094 | $258K | 0.0% | N/A | 0.003% | |
4/30/2025 | NTV Asset Management LLC | 97,190 | $6.12M | 0.8% | +1.4% | 0.079% | |
4/30/2025 | Brown Advisory Inc. | 3,317 | $209K | 0.0% | N/A | 0.003% | |
4/30/2025 | Bank Hapoalim BM | 57,680 | $3.63M | 0.5% | -19.2% | 0.047% | |
4/30/2025 | Synergy Investment Management LLC | 2,702 | $170K | 0.1% | -30.8% | 0.002% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 114,254 | $7.20M | 0.2% | +9.7% | 0.093% | |
4/29/2025 | Financial Counselors Inc. | 10,495 | $661K | 0.0% | +112.2% | 0.009% | |
4/29/2025 | Envestnet Asset Management Inc. | 611,499 | $38.52M | 0.0% | +7.6% | 0.497% | |
4/29/2025 | NORTHSTAR ASSET MANAGEMENT Co LLC | 60,912 | $3.84M | 0.9% | -0.4% | 0.050% | |
4/29/2025 | Burke & Herbert Bank & Trust Co. | 29,305 | $1.85M | 0.4% | +15.2% | 0.024% | |
4/29/2025 | Concurrent Investment Advisors LLC | 23,207 | $1.46M | 0.0% | +171.0% | 0.019% | |
4/29/2025 | Capital Investment Advisory Services LLC | 28,911 | $1.82M | 0.2% | +43.6% | 0.024% | |
4/29/2025 | Strategic Blueprint LLC | 70,623 | $4.45M | 0.2% | +2.4% | 0.057% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 1,120 | $71K | 0.0% | -15.2% | 0.001% | |
4/29/2025 | Aurora Private Wealth Inc. | 5,897 | $372K | 0.1% | N/A | 0.005% | |
4/28/2025 | D.A. Davidson & CO. | 162,207 | $10.22M | 0.1% | +2.8% | 0.132% | |
4/28/2025 | Mutual Advisors LLC | 104,245 | $6.81M | 0.2% | +1.5% | 0.085% | |
4/28/2025 | Private Trust Co. NA | 2,765 | $174K | 0.0% | -28.3% | 0.002% | |
4/28/2025 | LFA Lugano Financial Advisors SA | 72,413 | $4.56M | 3.1% | +1.4% | 0.059% | |
4/28/2025 | Clear Creek Financial Management LLC | 23,588 | $1.49M | 0.2% | -1.0% | 0.019% | |
4/28/2025 | RoundAngle Advisors LLC | 10,435 | $657K | 0.6% | +6.3% | 0.008% | |
4/28/2025 | Vontobel Holding Ltd. | 30,010 | $1.89M | 0.0% | -2.0% | 0.024% | |
4/25/2025 | Altus Wealth Group LLC | 9,488 | $598K | 0.3% | +4.8% | 0.008% | |
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4/25/2025 | Valley National Advisers Inc. | 24,395 | $1.54M | 0.3% | +176.0% | 0.020% | |
4/25/2025 | Ameritas Advisory Services LLC | 56,123 | $3.55M | 0.1% | -1.7% | 0.046% | |
4/25/2025 | Crown Wealth Group LLC | 14,376 | $906K | 0.5% | +2.7% | 0.012% | |
4/25/2025 | Essex Financial Services Inc. | 16,753 | $1.06M | 0.1% | +7.1% | 0.014% | |
4/25/2025 | Stonebridge Financial Group LLC | 560 | $35K | 0.0% | N/A | 0.000% | |
4/25/2025 | Emerald Advisors LLC | 17,906 | $1.13M | 0.1% | +6.4% | 0.015% | |
4/25/2025 | Sovran Advisors LLC | 25,706 | $1.59M | 0.2% | +20.9% | 0.021% | |
4/24/2025 | Golden State Wealth Management LLC | 6,286 | $396K | 0.1% | -10.3% | 0.005% | |
4/24/2025 | Sunbelt Securities Inc. | 19,415 | $1.22M | 0.1% | -3.1% | 0.016% | |
4/24/2025 | Tsfg LLC | 5,907 | $372K | 0.1% | +131.0% | 0.005% | |
4/24/2025 | TPG Advisors LLC | 19,553 | $1.23M | 1.0% | +1.3% | 0.016% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 83,327 | $5.25M | 0.4% | -2.6% | 0.068% | |
4/24/2025 | Beacon Financial Advisory LLC | 15,540 | $979K | 0.3% | -2.3% | 0.013% | |
4/23/2025 | SFG Wealth Management LLC. | 10,848 | $683K | 0.3% | +2.5% | 0.009% | |
4/23/2025 | KPP Advisory Services LLC | 6,134 | $386K | 0.1% | -3.1% | 0.005% | |
4/23/2025 | Western Wealth Management LLC | 13,809 | $870K | 0.1% | +5.4% | 0.011% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 2,972 | $187K | 0.0% | -7.2% | 0.002% | |
4/23/2025 | Perigon Wealth Management LLC | 9,250 | $583K | 0.0% | +2.2% | 0.008% | |
4/23/2025 | FFG Partners LLC | 7,697 | $485K | 0.2% | -16.7% | 0.006% | |
4/23/2025 | Golden State Wealth Management LLC | 12,568 | $792K | 0.1% | +79.3% | 0.010% | |
4/23/2025 | Aurora Private Wealth Inc. | 240,629 | $15.16M | 0.4% | N/A | 0.196% | |
4/23/2025 | Daymark Wealth Partners LLC | 16,834 | $1.06M | 0.0% | -16.6% | 0.014% | |
4/23/2025 | Balance Wealth LLC | 7,895 | $497K | 0.3% | N/A | 0.006% | |
4/23/2025 | Global Assets Advisory LLC | 16,758 | $1.03M | 0.2% | +200.0% | 0.014% | |
4/23/2025 | Archford Capital Strategies LLC | 4,580 | $289K | 0.0% | N/A | 0.004% | |
4/23/2025 | Financial Enhancement Group LLC | 47,609 | $2.92M | 0.5% | N/A | 0.039% | |
4/23/2025 | Moran Wealth Management LLC | 6,027 | $380K | 0.0% | N/A | 0.005% | |
4/23/2025 | International Assets Investment Management LLC | 29,881 | $1.88M | 0.1% | +10.4% | 0.024% | |
4/23/2025 | Proactive Wealth Strategies LLC | 32,269 | $2.03M | 1.1% | +3.1% | 0.026% | |
4/23/2025 | Balboa Wealth Partners | 5,724 | $361K | 0.1% | +10.4% | 0.005% | |
4/23/2025 | Consolidated Portfolio Review Corp | 7,570 | $477K | 0.1% | -2.9% | 0.006% | |
4/23/2025 | Chapin Davis Inc. | 4,348 | $274K | 0.1% | -8.8% | 0.004% | |
4/23/2025 | Post Resch Tallon Group Inc. | 3,950 | $249K | 0.3% | +11.3% | 0.003% | |
4/23/2025 | Oppenheimer & Co. Inc. | 114,891 | $7.24M | 0.1% | +4.0% | 0.093% | |
4/22/2025 | Flagship Harbor Advisors LLC | 7,619 | $480K | 0.0% | -12.7% | 0.006% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 444,886 | $28.03M | 0.1% | +13.6% | 0.362% | |
4/22/2025 | WealthCare Investment Partners LLC | 67,439 | $4.06M | 1.7% | +15.5% | 0.055% | |
4/22/2025 | Ellis Investment Partners LLC | 15,924 | $1.00M | 0.2% | -3.9% | 0.013% | |
4/22/2025 | Crews Bank & Trust | 555 | $35K | 0.0% | N/A | 0.000% | |
4/22/2025 | Merkkuri Wealth Advisors LLC | 21,947 | $1.38M | 1.2% | -7.5% | 0.018% | |
4/22/2025 | Inlight Wealth Management LLC | 839 | $53K | 0.0% | N/A | 0.001% | |
4/22/2025 | Appleton Partners Inc. MA | 147,928 | $9.32M | 0.7% | +1.7% | 0.120% | |
4/22/2025 | Castleview Partners LLC | 5,981 | $377K | 0.3% | -6.5% | 0.005% | |
4/22/2025 | PFG Investments LLC | 16,375 | $1.03M | 0.1% | +26.8% | 0.013% | |
4/21/2025 | L.M. Kohn & Company | 15,122 | $953K | 0.2% | +13.2% | 0.012% | |
4/21/2025 | Avior Wealth Management LLC | 14,765 | $930K | 0.0% | -6.4% | 0.012% | |
4/21/2025 | ORG Partners LLC | 4,446 | $282K | 0.1% | +242.3% | 0.004% | |
4/21/2025 | Investment Research & Advisory Group Inc. | 840 | $53K | 0.0% | N/A | 0.001% | |
4/21/2025 | OLD Second National Bank of Aurora | 37,349 | $2.35M | 0.6% | +1.8% | 0.030% | |
4/21/2025 | River Street Advisors LLC | 9,695 | $611K | 0.3% | +7.5% | 0.008% | |
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4/21/2025 | Curran Financial Partners LLC | 3,196 | $201K | 0.0% | N/A | 0.003% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 36,673 | $2.33M | 0.4% | +1.2% | 0.030% | |
4/21/2025 | United Advisor Group LLC | 8,354 | $526K | 0.1% | +6.6% | 0.007% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,832 | $241K | 0.0% | N/A | 0.003% | |
4/21/2025 | Friedenthal Financial | 1,802 | $114K | 0.1% | N/A | 0.001% | |
4/21/2025 | Silverleafe Capital Partners LLC | 142,650 | $8.99M | 3.1% | -1.1% | 0.116% | |
4/21/2025 | Institute for Wealth Management LLC. | 25,606 | $1.61M | 0.2% | +9.7% | 0.021% | |
4/21/2025 | Dunhill Financial LLC | 67,390 | $4.24M | 1.8% | +13.1% | 0.055% | |
4/21/2025 | JBR Co Financial Management Inc | 3,244 | $204K | 0.1% | N/A | 0.003% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 55,378 | $3.50M | 0.1% | +187.4% | 0.045% | |