6/2/2025 | Modern Wealth Management LLC | 5,071 | $504K | 0.0% | +47.5% | 0.013% | |
5/28/2025 | GK Wealth Management LLC | 11,015 | $1.10M | 1.3% | -4.1% | 0.028% | |
5/21/2025 | Beacon Capital Management Inc. | 79,278 | $7.87M | 0.4% | -19.8% | 0.198% | |
5/21/2025 | Geneos Wealth Management Inc. | 10,867 | $1.08M | 0.0% | +46.2% | 0.027% | |
5/20/2025 | Belpointe Asset Management LLC | 10,468 | $1.04M | 0.1% | N/A | 0.026% | |
5/20/2025 | Focus Partners Wealth | 17,595 | $1.75M | 0.0% | -2.2% | 0.044% | |
5/19/2025 | Jane Street Group LLC | 39,111 | $3.89M | 0.0% | N/A | 0.098% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 493,133 | $49.06M | 1.9% | +27.3% | 1.231% | |
5/16/2025 | Goldman Sachs Group Inc. | 20,589 | $2.05M | 0.0% | -44.9% | 0.051% | |
5/16/2025 | NewEdge Advisors LLC | 135,975 | $13.53M | 0.1% | +21.5% | 0.340% | |
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5/16/2025 | Integrated Wealth Concepts LLC | 173,279 | $17.24M | 0.2% | -52.4% | 0.433% | |
5/16/2025 | AQR Capital Management LLC | 132,608 | $13.19M | 0.0% | +829.3% | 0.331% | |
5/15/2025 | Promethium Advisors LLC | 47,454 | $4.72M | 3.0% | +49.1% | 0.118% | |
5/15/2025 | EP Wealth Advisors LLC | 57,295 | $5.70M | 0.0% | -5.9% | 0.143% | |
5/15/2025 | Royal Bank of Canada | 392,615 | $39.06M | 0.0% | +30.2% | 0.980% | |
5/15/2025 | Calton & Associates Inc. | 34,575 | $3.44M | 0.8% | N/A | 0.086% | |
5/15/2025 | Baird Financial Group Inc. | 40,993 | $4.08M | 0.0% | -13.5% | 0.105% | |
5/15/2025 | OLD Mission Capital LLC | 47,649 | $4.74M | 0.1% | N/A | 0.122% | |
5/14/2025 | Ieq Capital LLC | 25,122 | $2.50M | 0.0% | N/A | 0.064% | |
5/14/2025 | Entrewealth LLC | 94,132 | $9.37M | 7.2% | +25.3% | 0.241% | |
5/14/2025 | Luminist Capital LLC | 1,659 | $165K | 0.2% | N/A | 0.004% | |
5/14/2025 | Freedom Investment Management Inc. | 2,351 | $234K | 0.0% | -13.6% | 0.006% | |
5/14/2025 | Napa Wealth Management | 3,625 | $361K | 0.2% | -87.2% | 0.009% | |
5/14/2025 | Caitlin John LLC | 38,305 | $3.81M | 3.7% | +94.8% | 0.098% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 108,411 | $10.79M | 0.0% | +36.6% | 0.278% | |
5/14/2025 | Kestra Advisory Services LLC | 39,751 | $3.96M | 0.0% | +25.7% | 0.102% | |
5/14/2025 | Compound Planning Inc. | 2,267 | $226K | 0.0% | N/A | 0.006% | |
5/14/2025 | Barnes Wealth Management Group Inc | 12,819 | $1.28M | 0.8% | -13.0% | 0.033% | |
5/14/2025 | Ameriprise Financial Inc. | 857,137 | $85.22M | 0.0% | +53.2% | 2.195% | |
5/14/2025 | Flow Traders U.S. LLC | 19,823 | $1.97M | 0.1% | N/A | 0.051% | |
5/14/2025 | Partners Capital Investment Group LLP | 590,499 | $58.75M | 1.0% | +16.1% | 1.512% | |
5/14/2025 | Vertex Planning Partners LLC | 2,311 | $230K | 0.1% | -10.2% | 0.006% | |
5/13/2025 | Raymond James Financial Inc. | 168,697 | $16.78M | 0.0% | +17.6% | 0.432% | |
5/13/2025 | Cresset Asset Management LLC | 4,432 | $441K | 0.0% | -20.8% | 0.011% | |
5/13/2025 | EverSource Wealth Advisors LLC | 20,799 | $2.07M | 0.1% | N/A | 0.053% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 152,165 | $15.14M | 0.1% | -18.8% | 0.390% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 523 | $52K | 0.1% | +49.9% | 0.001% | |
5/13/2025 | HighTower Advisors LLC | 84,678 | $8.43M | 0.0% | +3.5% | 0.217% | |
5/13/2025 | Delos Wealth Advisors LLC | 117,019 | $11.64M | 9.2% | -3.5% | 0.300% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,860 | $1.47M | 0.1% | +8.4% | 0.038% | |
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5/12/2025 | Meridian Wealth Management LLC | 2,371 | $236K | 0.0% | +4.8% | 0.006% | |
5/12/2025 | Townsquare Capital LLC | 32,805 | $3.26M | 0.0% | -1.9% | 0.084% | |
5/12/2025 | AlphaCore Capital LLC | 64,701 | $6.44M | 0.5% | N/A | 0.166% | |
5/12/2025 | WBH Advisory Inc. | 3,828 | $381K | 0.0% | -32.9% | 0.010% | |
5/12/2025 | Alesco Advisors LLC | 10,086 | $1.00M | 0.0% | -28.5% | 0.026% | |
5/9/2025 | Tidemark LLC | 7,470 | $743K | 0.3% | -11.0% | 0.019% | |
5/9/2025 | SoundView Advisors Inc. | 268,025 | $26.67M | 11.0% | +4.2% | 0.686% | |
5/9/2025 | Atria Wealth Solutions Inc. | 11,665 | $1.16M | 0.0% | +39.0% | 0.030% | |
5/9/2025 | Horizon Family Wealth Inc. | 116,686 | $11.61M | 7.7% | +26.2% | 0.299% | |
5/9/2025 | Cary Street Partners Financial LLC | 2,500 | $249K | 0.0% | N/A | 0.006% | |
5/9/2025 | Commonwealth Equity Services LLC | 451,717 | $44.94M | 0.1% | +8.0% | 1.157% | |
5/8/2025 | Altiora Financial Group LLC | 106,036 | $10.55M | 2.2% | +7.9% | 0.272% | |
5/8/2025 | Jefferies Financial Group Inc. | 7,770 | $773K | 0.0% | -13.9% | 0.020% | |
5/8/2025 | MGO One Seven LLC | 22,003 | $2.19M | 0.1% | +78.9% | 0.056% | |
5/8/2025 | Wooster Corthell Wealth Management Inc. | 35,597 | $3.54M | 0.7% | +67.4% | 0.091% | |
5/7/2025 | Miller Investment Management LP | 1,107,724 | $110.21M | 12.2% | +0.5% | 2.837% | |
5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 5,182 | $516K | 0.1% | -82.6% | 0.013% | |
5/7/2025 | Portland Global Advisors LLC | 55,382 | $5.51M | 0.7% | -12.8% | 0.142% | |
5/7/2025 | Carrera Capital Advisors | 40,806 | $4.06M | 0.9% | -36.3% | 0.104% | |
5/7/2025 | Nemes Rush Group LLC | 5,914 | $588K | 0.1% | +13.8% | 0.015% | |
5/7/2025 | LPL Financial LLC | 2,870,518 | $285.59M | 0.1% | +11.6% | 7.351% | |
5/7/2025 | Peak Asset Management LLC | 196,402 | $19.54M | 3.7% | +2.2% | 0.503% | |
5/7/2025 | Anson Capital Inc. | 88,300 | $8.79M | 7.6% | -0.4% | 0.226% | |
5/6/2025 | Cetera Investment Advisers | 427,265 | $42.51M | 0.1% | +20.7% | 1.094% | |
5/6/2025 | Avantax Advisory Services Inc. | 13,508 | $1.34M | 0.0% | +0.9% | 0.035% | |
5/6/2025 | Principle Wealth Partners LLC | 3,122 | $311K | 0.0% | N/A | 0.008% | |
5/6/2025 | Birchcreek Wealth Management LLC | 119,508 | $11.89M | 7.5% | +5.5% | 0.306% | |
5/6/2025 | Journey Strategic Wealth LLC | 2,220 | $221K | 0.0% | -53.0% | 0.006% | |
5/6/2025 | Proficio Capital Partners LLC | 609,492 | $60.49M | 4.7% | -4.9% | 1.561% | |
5/6/2025 | MCF Advisors LLC | 14,810 | $1.47M | 0.1% | +4.6% | 0.038% | |
5/5/2025 | Treasure Coast Financial Planning | 117,993 | $11.74M | 7.3% | +5.4% | 0.302% | |
5/5/2025 | Sargent Investment Group LLC | 580,919 | $57.80M | 9.2% | +5.3% | 1.488% | |
5/5/2025 | Eagle Bay Advisors LLC | 2,060 | $205K | 0.2% | -65.3% | 0.005% | |
5/5/2025 | IFP Advisors Inc | 18,209 | $1.81M | 0.1% | -40.5% | 0.047% | |
5/5/2025 | Calton & Associates Inc. | 10,395 | $1.03M | 0.1% | N/A | 0.027% | |
5/5/2025 | Kestra Private Wealth Services LLC | 15,283 | $1.52M | 0.0% | +15.1% | 0.039% | |
5/5/2025 | Private Advisor Group LLC | 103,773 | $10.32M | 0.1% | +52.9% | 0.266% | |
5/5/2025 | Gradient Capital Advisors LLC | 14,604 | $1.45M | 0.5% | -18.6% | 0.037% | |
5/2/2025 | Pecaut & CO. | 376,233 | $37.43M | 12.7% | +2.6% | 0.963% | |
5/2/2025 | Acas LLC | 18,651 | $1.85M | 1.4% | -4.1% | 0.048% | |
5/2/2025 | Fortis Group Advisors LLC | 90,748 | $9.03M | 1.8% | -21.5% | 0.232% | |
5/2/2025 | Opulen Financial Group LLC | 6,490 | $646K | 0.6% | -2.0% | 0.017% | |
5/2/2025 | SeaBridge Investment Advisors LLC | 23,011 | $2.29M | 0.5% | N/A | 0.059% | |
5/2/2025 | Ndwm LLC | 167,836 | $16.70M | 16.3% | +1.7% | 0.430% | |
5/2/2025 | Castlekeep Investment Advisors LLC | 137,815 | $13.71M | 7.0% | -16.0% | 0.353% | |
5/2/2025 | Dakota Wealth Management | 13,555 | $1.35M | 0.0% | +4.0% | 0.035% | |
5/2/2025 | Sigma Planning Corp | 4,605 | $458K | 0.0% | N/A | 0.012% | |
5/2/2025 | Transcendent Capital Group LLC | 41,590 | $4.14M | 2.3% | +627.1% | 0.107% | |
5/1/2025 | CWM LLC | 2,027,560 | $201.72M | 0.8% | +21.6% | 5.192% | |
5/1/2025 | TFR Capital LLC. | 25,416 | $2.53M | 1.1% | -8.9% | 0.065% | |
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5/1/2025 | Stephens Inc. AR | 61,258 | $6.10M | 0.1% | -45.2% | 0.157% | |
5/1/2025 | Auour Investments LLC | 36,023 | $3.58M | 1.3% | -4.0% | 0.092% | |
5/1/2025 | WealthTrust Asset Management LLC | 112,950 | $11.24M | 8.3% | +324.5% | 0.289% | |
5/1/2025 | Austin Wealth Management LLC | 120,571 | $11.99M | 2.4% | -0.9% | 0.309% | |
4/30/2025 | Cerity Partners LLC | 64,697 | $6.44M | 0.0% | +9.1% | 0.166% | |
4/30/2025 | Astra Wealth Partners LLC | 3,348 | $333K | 0.3% | -58.6% | 0.009% | |
4/30/2025 | Moloney Securities Asset Management LLC | 4,035 | $401K | 0.1% | +4.7% | 0.010% | |
4/30/2025 | Ridgeline Wealth Planning LLC | 2,888 | $287K | 0.3% | -3.9% | 0.007% | |
4/30/2025 | Stratos Wealth Partners LTD. | 43,124 | $4.29M | 0.1% | -58.9% | 0.110% | |
4/30/2025 | Stratos Wealth Advisors LLC | 21,432 | $2.13M | 0.1% | +42.4% | 0.055% | |