8/8/2025 | Kingsview Wealth Management LLC | 27,787 | $929K | 0.0% | -12.3% | 0.035% | |
8/8/2025 | Avantax Advisory Services Inc. | 58,702 | $1.96M | 0.0% | +38.0% | 0.074% | |
8/8/2025 | Thoroughbred Financial Services LLC | 112,179 | $3.75M | 0.3% | +27.1% | 0.141% | |
8/8/2025 | Cetera Investment Advisers | 1,744,688 | $58.34M | 0.1% | +12.2% | 2.193% | |
8/8/2025 | CWS Financial Advisors LLC | 93,389 | $3.12M | 0.9% | +32.2% | 0.117% | |
8/8/2025 | Creative Planning | 6,530 | $218K | 0.0% | N/A | 0.008% | |
8/8/2025 | Security Financial Services INC. | 23,733 | $794K | 0.1% | N/A | 0.030% | |
8/8/2025 | Davies Financial Advisors Inc. | 55,223 | $1.85M | 1.4% | -2.1% | 0.069% | |
8/7/2025 | Clarity Wealth Advisors LLC | 106,568 | $3.56M | 0.9% | +19.7% | 0.134% | |
8/7/2025 | Cvfg LLC | 103,662 | $3.47M | 2.7% | +17.8% | 0.130% | |
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8/7/2025 | Allworth Financial LP | 4,666 | $156K | 0.0% | +9.1% | 0.006% | |
8/7/2025 | PFG Advisors | 49,998 | $1.67M | 0.1% | +54.6% | 0.063% | |
8/7/2025 | Midwest Trust Co | 9,783 | $327K | 0.0% | N/A | 0.012% | |
8/6/2025 | Prospera Financial Services Inc | 87,584 | $2.93M | 0.1% | +42.4% | 0.110% | |
8/6/2025 | Mascagni Wealth Management Inc. | 67,080 | $2.24M | 1.9% | +19.8% | 0.084% | |
8/6/2025 | Commonwealth Equity Services LLC | 1,818,806 | $60.82M | 0.1% | -0.2% | 2.286% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 49,010 | $1.64M | 0.2% | +26.7% | 0.062% | |
8/5/2025 | Westside Investment Management Inc. | 108,068 | $3.61M | 0.7% | +8.6% | 0.136% | |
8/5/2025 | Sigma Planning Corp | 100,967 | $3.38M | 0.1% | +35.0% | 0.127% | |
8/5/2025 | Strategic Financial Concepts LLC | 9,602 | $321K | 0.0% | -23.6% | 0.012% | |
8/4/2025 | Bridgewealth Advisory Group LLC | 16,631 | $556K | 0.1% | +6.0% | 0.021% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 289,500 | $9.68M | 0.2% | +10.4% | 0.364% | |
8/4/2025 | Savvy Advisors Inc. | 6,069 | $203K | 0.0% | N/A | 0.008% | |
8/4/2025 | Assetmark Inc. | 22,668 | $758K | 0.0% | N/A | 0.028% | |
8/4/2025 | Spire Wealth Management | 4,845 | $162K | 0.0% | -43.9% | 0.006% | |
8/4/2025 | World Investment Advisors | 132,554 | $4.43M | 0.1% | +25.7% | 0.167% | |
8/4/2025 | Flagship Harbor Advisors LLC | 194,959 | $6.52M | 0.3% | N/A | 0.245% | |
8/4/2025 | Northwest Financial Advisors | 13,195 | $441K | 0.6% | N/A | 0.017% | |
8/4/2025 | WNY Asset Management LLC | 42,077 | $1.41M | 0.2% | -12.2% | 0.053% | |
8/1/2025 | Taylor Financial Group Inc. | 104,370 | $3.49M | 2.2% | +11.0% | 0.131% | |
8/1/2025 | Brookwood Investment Group LLC | 20,367 | $681K | 0.1% | -2.6% | 0.026% | |
8/1/2025 | Envestnet Asset Management Inc. | 4,140,219 | $138.45M | 0.0% | +31.6% | 5.204% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 16,144 | $540K | 0.0% | +30.7% | 0.020% | |
7/31/2025 | Moloney Securities Asset Management LLC | 28,516 | $954K | 0.1% | +9.0% | 0.036% | |
7/30/2025 | Bleakley Financial Group LLC | 94,682 | $3.17M | 0.1% | +52.5% | 0.119% | |
7/30/2025 | Strategic Blueprint LLC | 131,834 | $4.41M | 0.2% | +316.2% | 0.166% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 6,280 | $210K | 0.0% | N/A | 0.008% | |
7/30/2025 | D.A. Davidson & CO. | 263,062 | $8.80M | 0.1% | +11.3% | 0.331% | |
7/30/2025 | Cullen Frost Bankers Inc. | 155,280 | $5.19M | 0.1% | +41.4% | 0.195% | |
7/30/2025 | Smith Thornton Advisors LLC | 20,073 | $671K | 0.4% | +50.4% | 0.025% | |
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7/30/2025 | Divergent Planning LLC | 66,782 | $2.23M | 0.4% | N/A | 0.084% | |
7/30/2025 | Financial Perspectives Inc | 5,821 | $195K | 0.1% | +225.9% | 0.007% | |
7/29/2025 | Stephens Inc. AR | 11,695 | $391K | 0.0% | N/A | 0.015% | |
7/29/2025 | Balboa Wealth Partners | 14,723 | $492K | 0.1% | N/A | 0.019% | |
7/29/2025 | Uhlmann Price Securities LLC | 16,032 | $536K | 0.4% | +18.8% | 0.020% | |
7/29/2025 | Burford Brothers Inc. | 38,845 | $1.30M | 0.6% | +18.7% | 0.049% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 89,976 | $3.01M | 0.1% | +13.7% | 0.113% | |
7/29/2025 | Koshinski Asset Management Inc. | 64,610 | $2.16M | 0.2% | +4.8% | 0.081% | |
7/29/2025 | Nicholson Wealth Management Group LLC | 6,392 | $214K | 0.1% | N/A | 0.008% | |
7/29/2025 | Stratos Wealth Partners LTD. | 83,082 | $2.78M | 0.0% | +237.3% | 0.104% | |
7/29/2025 | Stratos Wealth Advisors LLC | 40,162 | $1.34M | 0.1% | +40.5% | 0.050% | |
7/29/2025 | Latitude Advisors LLC | 16,433 | $550K | 0.3% | +7.7% | 0.021% | |
7/29/2025 | Creekside Partners | 12,456 | $417K | 0.2% | N/A | 0.016% | |
7/28/2025 | Uptick Partners LLC | 6,398 | $214K | 0.1% | -39.6% | 0.008% | |
7/28/2025 | Mutual Advisors LLC | 32,788 | $1.11M | 0.0% | -11.0% | 0.041% | |
7/28/2025 | Harbour Investments Inc. | 436,456 | $14.60M | 0.4% | +37.3% | 0.549% | |
7/28/2025 | Sagespring Wealth Partners LLC | 119,313 | $3.99M | 0.0% | +27.3% | 0.150% | |
7/28/2025 | RFG Advisory LLC | 82,545 | $2.76M | 0.1% | +76.8% | 0.104% | |
7/28/2025 | Axxcess Wealth Management LLC | 12,173 | $407K | 0.0% | +22.0% | 0.015% | |
7/25/2025 | Atria Wealth Solutions Inc. | 60,108 | $2.02M | 0.0% | -59.3% | 0.076% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 85,501 | $2.86M | 0.0% | -54.7% | 0.107% | |
7/25/2025 | MGO One Seven LLC | 31,293 | $1.05M | 0.0% | +6.5% | 0.039% | |
7/25/2025 | McNamara Financial Services Inc. | 10,271 | $343K | 0.1% | -54.9% | 0.013% | |
7/25/2025 | Quantum Financial Planning Services Inc. | 237,715 | $7.95M | 3.7% | +2,113.8% | 0.299% | |
7/25/2025 | CWM LLC | 2,207,565 | $73.82M | 0.3% | +208.6% | 2.775% | |
7/25/2025 | Transcendent Capital Group LLC | 8,592 | $287K | 0.1% | -11.0% | 0.011% | |
7/25/2025 | Concurrent Investment Advisors LLC | 355,793 | $11.90M | 0.2% | +78.6% | 0.447% | |
7/25/2025 | Apollon Wealth Management LLC | 57,599 | $1.93M | 0.0% | N/A | 0.072% | |
7/24/2025 | Endeavor Private Wealth Inc. | 183,381 | $6.16M | 2.9% | +24.8% | 0.230% | |
7/24/2025 | IFP Advisors Inc | 210,471 | $7.04M | 0.2% | +16.5% | 0.265% | |
7/23/2025 | Armstrong Fleming & Moore Inc | 15,918 | $532K | 0.3% | N/A | 0.020% | |
7/23/2025 | Capital Management Associates Inc | 186,189 | $6.23M | 2.0% | -40.5% | 0.234% | |
7/23/2025 | Clear Creek Financial Management LLC | 89,959 | $3.01M | 0.3% | +6.5% | 0.113% | |
7/23/2025 | Valmark Advisers Inc. | 64,442 | $2.16M | 0.0% | +35.6% | 0.081% | |
7/23/2025 | Seamount Financial Group Inc. | 126,907 | $4.24M | 2.2% | +19.5% | 0.160% | |
7/22/2025 | Confluence Wealth Services Inc. | 271,820 | $9.09M | 0.5% | +3.5% | 0.342% | |
7/22/2025 | DAVENPORT & Co LLC | 47,186 | $1.58M | 0.0% | +74.8% | 0.059% | |
7/22/2025 | Merit Financial Group LLC | 156,348 | $5.23M | 0.1% | +119.3% | 0.197% | |
7/22/2025 | Beacon Financial Advisory LLC | 39,538 | $1.32M | 0.3% | +25.4% | 0.050% | |
7/22/2025 | Simplicity Wealth LLC | 6,402 | $214K | 0.0% | N/A | 0.008% | |
7/21/2025 | Ameritas Advisory Services LLC | 33,764 | $1.13M | 0.1% | -39.7% | 0.042% | |
7/21/2025 | Warner Financial Inc. | 7,289 | $244K | 0.1% | -11.0% | 0.009% | |
7/21/2025 | Ashton Thomas Securities LLC | 29,780 | $996K | 0.2% | +64.4% | 0.037% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 55,705 | $1.86M | 0.2% | +27.7% | 0.070% | |
7/18/2025 | Vicus Capital | 16,578 | $554K | 0.0% | +61.5% | 0.021% | |
7/18/2025 | Truist Financial Corp | 79,312 | $2.65M | 0.0% | +9.6% | 0.100% | |
7/17/2025 | Janney Montgomery Scott LLC | 310,430 | $10.38M | 0.0% | +69.5% | 0.399% | |
7/17/2025 | Venture Visionary Partners LLC | 85,405 | $2.86M | 0.1% | +52.5% | 0.110% | |
7/17/2025 | Greenbush Financial Group LLC | 435,176 | $14.55M | 6.3% | +30.6% | 0.560% | |
7/17/2025 | Johnson Bixby & Associates LLC | 206,975 | $6.92M | 1.0% | -0.6% | 0.266% | |
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7/17/2025 | KWB Wealth | 232,371 | $7.20M | 0.8% | +68.0% | 0.299% | |
7/17/2025 | Tempus Wealth Planning LLC | 134,649 | $4.50M | 1.1% | +2.5% | 0.173% | |
7/16/2025 | Kiley Juergens Wealth Management LLC | 15,061 | $504K | 0.1% | +32.7% | 0.019% | |
7/16/2025 | Independent Wealth Network Inc. | 25,006 | $836K | 0.3% | +18.2% | 0.032% | |
7/16/2025 | ORG Partners LLC | 27,604 | $921K | 0.2% | +4,700.7% | 0.035% | |
7/16/2025 | ST Germain D J Co. Inc. | 652,940 | $21.83M | 0.9% | -7.5% | 0.840% | |
7/16/2025 | Spinnaker Investment Group LLC | 12,541 | $419K | 0.1% | N/A | 0.016% | |
7/16/2025 | Owen LaRue LLC | 22,420 | $750K | 0.3% | -48.8% | 0.029% | |
7/16/2025 | Essex Financial Services Inc. | 85,482 | $2.86M | 0.2% | +48.8% | 0.110% | |
7/16/2025 | Dakota Wealth Management | 23,184 | $779K | 0.0% | -6.7% | 0.030% | |