7/30/2025 | Bleakley Financial Group LLC | 62,306 | $452K | 0.0% | +2.8% | 0.031% | |
7/30/2025 | Strategic Blueprint LLC | 89,397 | $649K | 0.0% | -21.4% | 0.045% | |
7/30/2025 | Brookstone Capital Management | 31,227 | $227K | 0.0% | +11.1% | 0.016% | |
7/29/2025 | Liberty Square Wealth Partners LLC | 34,257 | $249K | 0.1% | -4.7% | 0.017% | |
7/29/2025 | Vista Finance LLC | 2,054,723 | $14.92M | 12.8% | +5.1% | 1.036% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 20,964 | $152K | 0.0% | N/A | 0.011% | |
7/29/2025 | Koshinski Asset Management Inc. | 18,993 | $138K | 0.0% | +15.5% | 0.010% | |
7/29/2025 | Stratos Wealth Partners LTD. | 351,440 | $2.55M | 0.0% | +4.2% | 0.177% | |
7/28/2025 | WealthPlan Investment Management LLC | 117,048 | $850K | 0.1% | -10.4% | 0.059% | |
7/28/2025 | Harbour Investments Inc. | 436,295 | $3.17M | 0.1% | +1.4% | 0.220% | |
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7/28/2025 | RFG Advisory LLC | 125,175 | $909K | 0.0% | -1.5% | 0.063% | |
7/28/2025 | Naviter Wealth LLC | 27,800 | $202K | 0.0% | -39.3% | 0.014% | |
7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 42,221 | $307K | 0.1% | -11.5% | 0.021% | |
7/25/2025 | Endowment Wealth Management Inc. | 10,317 | $75K | 0.0% | -80.8% | 0.005% | |
7/25/2025 | Sequoia Financial Advisors LLC | 73,989 | $537K | 0.0% | -10.4% | 0.037% | |
7/25/2025 | Ellis Investment Partners LLC | 829,909 | $6.03M | 1.2% | +1.6% | 0.418% | |
7/25/2025 | CWM LLC | 283,431 | $2.06M | 0.0% | -1.6% | 0.143% | |
7/25/2025 | Concurrent Investment Advisors LLC | 85,695 | $622K | 0.0% | +33.6% | 0.043% | |
7/25/2025 | Apollon Wealth Management LLC | 248,213 | $1.80M | 0.0% | +5.4% | 0.125% | |
7/24/2025 | IFP Advisors Inc | 56,171 | $408K | 0.0% | +12.0% | 0.028% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 48,349 | $351K | 0.0% | -83.3% | 0.024% | |
7/23/2025 | Tyche Wealth Partners LLC | 12,096 | $88K | 0.0% | N/A | 0.006% | |
7/23/2025 | SteelPeak Wealth LLC | 12,567 | $91K | 0.0% | N/A | 0.006% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 468,736 | $3.40M | 0.0% | -29.5% | 0.236% | |
7/22/2025 | Global Assets Advisory LLC | 26,650 | $195K | 0.1% | +129.6% | 0.013% | |
7/22/2025 | Grimes & Company Inc. | 85,024 | $617K | 0.0% | -33.7% | 0.043% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 106,897 | $776K | 0.0% | +5.3% | 0.054% | |
7/22/2025 | Ergawealth Advisors Inc. | 17,818 | $129K | 0.1% | N/A | 0.009% | |
7/21/2025 | Ameriflex Group Inc. | 9,211 | $65K | 0.0% | -75.5% | 0.005% | |
7/21/2025 | Precedent Wealth Partners LLC | 18,363 | $133K | 0.0% | N/A | 0.009% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 355,041 | $2.58M | 0.3% | +20.1% | 0.179% | |
7/18/2025 | PFG Investments LLC | 158,353 | $1.15M | 0.1% | -3.6% | 0.080% | |
7/18/2025 | Truist Financial Corp | 20,082 | $146K | 0.0% | N/A | 0.010% | |
7/17/2025 | Trivium Point Advisory LLC | 148,486 | $1.08M | 0.1% | -1.0% | 0.075% | |
7/17/2025 | LexAurum Advisors LLC | 38,778 | $282K | 0.0% | +17.2% | 0.020% | |
7/17/2025 | Symmetry Partners LLC | 16,003 | $116K | 0.0% | N/A | 0.008% | |
7/17/2025 | Wagner Wealth Management LLC | 2,070,702 | $15.03M | 3.4% | -7.1% | 1.044% | |
7/16/2025 | Independent Wealth Network Inc. | 54,039 | $392K | 0.1% | -2.6% | 0.027% | |
7/16/2025 | ORG Partners LLC | 40,127 | $293K | 0.1% | -6.2% | 0.020% | |
7/16/2025 | Perigon Wealth Management LLC | 30,356 | $220K | 0.0% | -15.9% | 0.015% | |
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7/16/2025 | Maridea Wealth Management LLC | 74,623 | $542K | 0.1% | +4.3% | 0.038% | |
7/16/2025 | Castleview Partners LLC | 82,186 | $597K | 0.4% | +32.4% | 0.041% | |
7/15/2025 | McAdam LLC | 114,427 | $831K | 0.0% | +22.9% | 0.058% | |
7/14/2025 | AdvisorNet Financial Inc | 50,481 | $366K | 0.0% | +6.3% | 0.025% | |
7/14/2025 | Capital CS Group LLC | 26,032 | $189K | 0.3% | +7.0% | 0.013% | |
7/14/2025 | Park Avenue Securities LLC | 17,470 | $127K | 0.0% | N/A | 0.009% | |
7/11/2025 | SeaCrest Wealth Management LLC | 70,494 | $512K | 0.1% | +11.9% | 0.036% | |
7/10/2025 | Worth Asset Management LLC | 14,167 | $103K | 0.1% | N/A | 0.007% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 227,737 | $1.65M | 0.0% | +100.1% | 0.115% | |
7/10/2025 | Signal Advisors Wealth LLC | 69,900 | $507K | 0.0% | N/A | 0.035% | |
7/9/2025 | Channel Wealth LLC | 44,946 | $326K | 0.1% | -25.3% | 0.023% | |
7/9/2025 | Fiduciary Alliance LLC | 27,691 | $201K | 0.0% | -25.6% | 0.014% | |
7/9/2025 | Heritage Family Offices LLP | 32,426 | $229K | 0.1% | N/A | 0.016% | |
7/9/2025 | Presidio Capital Management LLC | 27,963 | $203K | 0.1% | -19.2% | 0.014% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,821 | $35K | 0.0% | N/A | 0.002% | |
6/2/2025 | Modern Wealth Management LLC | 168,728 | $1.19M | 0.0% | -2.0% | 0.049% | |
5/29/2025 | Apeiron RIA LLC | 69,222 | $488K | 0.1% | -2.3% | 0.020% | |
5/28/2025 | Intrua Financial LLC | 37,471 | $264K | 0.0% | -26.2% | 0.011% | |
5/27/2025 | Jacobi Capital Management LLC | 20,727 | $146K | 0.0% | +9.5% | 0.006% | |
5/21/2025 | McAdam LLC | 93,076 | $656K | 0.0% | +19.1% | 0.027% | |
5/21/2025 | Geneos Wealth Management Inc. | 337,400 | $2.38M | 0.1% | +2.2% | 0.098% | |
5/20/2025 | Focus Partners Wealth | 80,960 | $571K | 0.0% | +5.0% | 0.024% | |
5/20/2025 | Integrity Alliance LLC. | 40,451 | $285K | 0.0% | N/A | 0.012% | |
5/16/2025 | Arete Wealth Advisors LLC | 206,605 | $1.46M | 0.1% | +1.1% | 0.060% | |
5/16/2025 | NewEdge Advisors LLC | 5,389 | $38K | 0.0% | -78.5% | 0.002% | |
5/16/2025 | Integrated Wealth Concepts LLC | 70,969 | $500K | 0.0% | -15.4% | 0.021% | |
5/16/2025 | Concorde Asset Management LLC | 146,789 | $979K | 0.5% | +4.4% | 0.043% | |
5/16/2025 | Advisors Asset Management Inc. | 615,402 | $4.34M | 0.1% | +20.0% | 0.179% | |
5/15/2025 | Royal Bank of Canada | 174,844 | $1.23M | 0.0% | -1.3% | 0.051% | |
5/15/2025 | WPG Advisers LLC | 11,896 | $84K | 0.1% | N/A | 0.003% | |
5/14/2025 | Delta Investment Management LLC | 185,192 | $1.31M | 0.3% | N/A | 0.054% | |
5/14/2025 | WCG Wealth Advisors LLC | 55,690 | $393K | 0.0% | -3.0% | 0.016% | |
5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 3,144,864 | $22.17M | 7.5% | -2.9% | 0.916% | |
5/14/2025 | Kestra Advisory Services LLC | 671,532 | $4.73M | 0.0% | -9.2% | 0.196% | |
5/14/2025 | Compound Planning Inc. | 80,977 | $571K | 0.0% | +17.1% | 0.024% | |
5/14/2025 | Venture Visionary Partners LLC | 17,358 | $122K | 0.0% | -50.0% | 0.005% | |
5/14/2025 | Andina Capital Management LLC | 11,995 | $85K | 0.1% | N/A | 0.003% | |
5/13/2025 | Raymond James Financial Inc. | 495,048 | $3.49M | 0.0% | +7.9% | 0.144% | |
5/13/2025 | Trivium Point Advisory LLC | 149,956 | $1.06M | 0.1% | -5.6% | 0.044% | |
5/13/2025 | Sit Investment Associates Inc. | 3,797,537 | $26.77M | 0.6% | -24.6% | 1.106% | |
5/12/2025 | Invesco Ltd. | 220,419 | $1.55M | 0.0% | +10.3% | 0.064% | |
5/12/2025 | Benjamin Edwards Inc. | 12,377 | $87K | 0.0% | N/A | 0.004% | |
5/12/2025 | Townsquare Capital LLC | 131,978 | $930K | 0.0% | -3.5% | 0.038% | |
5/12/2025 | WealthPlan Investment Management LLC | 130,571 | $921K | 0.1% | -11.8% | 0.038% | |
5/9/2025 | Endowment Wealth Management Inc. | 53,702 | $379K | 0.2% | -8.8% | 0.016% | |
5/9/2025 | West Michigan Advisors LLC | 154,089 | $1.09M | 0.4% | +7.2% | 0.045% | |
5/9/2025 | Atria Wealth Solutions Inc. | 38,310 | $270K | 0.0% | -6.1% | 0.011% | |
5/9/2025 | Commonwealth Equity Services LLC | 9,680,574 | $68.25M | 0.1% | -4.9% | 2.821% | |
5/8/2025 | IFG Advisory LLC | 69,660 | $491K | 0.0% | -3.6% | 0.020% | |
5/8/2025 | US Bancorp DE | 15,150 | $107K | 0.0% | +112.5% | 0.004% | |
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5/8/2025 | Harbour Investments Inc. | 430,178 | $3.03M | 0.1% | +5.6% | 0.125% | |
5/8/2025 | Arkadios Wealth Advisors | 71,342 | $503K | 0.0% | +15.6% | 0.021% | |
5/8/2025 | XTX Topco Ltd | 21,225 | $150K | 0.0% | N/A | 0.006% | |
5/8/2025 | Geneos Wealth Management Inc. | 630,813 | $4.77M | 0.1% | +91.1% | 0.184% | |
5/7/2025 | LPL Financial LLC | 2,730,010 | $19.25M | 0.0% | +0.7% | 0.795% | |
5/7/2025 | Inspire Advisors LLC | 43,424 | $306K | 0.0% | +18.3% | 0.013% | |
5/6/2025 | Cetera Investment Advisers | 2,540,845 | $17.91M | 0.0% | -0.3% | 0.740% | |
5/6/2025 | Avantax Advisory Services Inc. | 1,921,952 | $13.55M | 0.1% | -1.2% | 0.560% | |
5/6/2025 | Gilbert & Cook Inc. | 327,040 | $2.31M | 0.3% | -2.4% | 0.095% | |
5/6/2025 | Kovack Advisors Inc. | 174,100 | $1.23M | 0.1% | +109.0% | 0.051% | |