5/2/2025 | SBI Securities Co. Ltd. | 2,499 | $251K | 0.0% | +25.0% | 0.017% | |
5/1/2025 | Curtis Advisory Group LLC | 121,608 | $12.21M | 3.6% | -1.0% | 0.847% | |
5/1/2025 | Gateway Wealth Partners LLC | 8,012 | $805K | 0.2% | -3.3% | 0.056% | |
4/30/2025 | MJP Associates Inc. ADV | 2,451 | $246K | 0.0% | N/A | 0.017% | |
4/30/2025 | Peterson Wealth Advisors LLC | 246,339 | $24.67M | 4.4% | +27.8% | 1.717% | |
4/30/2025 | 49 Wealth Management LLC | 401,496 | $40.33M | 4.9% | N/A | 2.798% | |
4/30/2025 | Stratos Wealth Partners LTD. | 23,990 | $2.41M | 0.0% | -7.1% | 0.167% | |
4/30/2025 | Stratos Wealth Advisors LLC | 2,994 | $301K | 0.0% | N/A | 0.021% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 22,155 | $2.23M | 0.4% | -11.4% | 0.154% | |
4/29/2025 | Envestnet Asset Management Inc. | 52,355 | $5.26M | 0.0% | +19.9% | 0.365% | |
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4/29/2025 | Concurrent Investment Advisors LLC | 14,797 | $1.49M | 0.0% | +19.7% | 0.103% | |
4/28/2025 | D.A. Davidson & CO. | 31,951 | $3.21M | 0.0% | +39.1% | 0.223% | |
4/28/2025 | Mutual Advisors LLC | 5,929 | $595K | 0.0% | N/A | 0.041% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 8,450 | $849K | 0.0% | N/A | 0.059% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 391 | $39K | 0.0% | -32.0% | 0.003% | |
4/23/2025 | SOL Capital Management CO | 43,615 | $4.38M | 0.5% | N/A | 0.304% | |
4/23/2025 | Golden State Equity Partners | 2,065 | $207K | 0.0% | -6.6% | 0.014% | |
4/23/2025 | Pacific Sage Partners LLC | 27,602 | $2.77M | 0.6% | N/A | 0.192% | |
4/22/2025 | Stapp Wealth Management Pllc | 100,896 | $10.13M | 15.6% | N/A | 0.703% | |
4/22/2025 | Cantor Fitzgerald Investment Advisors L.P. | 6,910 | $694K | 0.1% | +141.6% | 0.048% | |
4/21/2025 | Lumbard & Kellner LLC | 16,992 | $1.71M | 0.8% | +10.1% | 0.118% | |
4/21/2025 | Global X Japan Co. Ltd. | 411,099 | $41.29M | 4.7% | +2.5% | 2.865% | |
4/18/2025 | Seed Wealth Management Inc. | 8,770 | $881K | 0.7% | N/A | 0.067% | |
4/18/2025 | San Luis Wealth Advisors LLC | 2,637 | $265K | 0.1% | -34.3% | 0.020% | |
4/17/2025 | Highline Wealth Partners LLC | 68,565 | $6.89M | 2.3% | +24.0% | 0.520% | |
4/17/2025 | Precision Wealth Strategies LLC | 31,921 | $3.21M | 2.5% | -2.4% | 0.242% | |
4/17/2025 | Life Planning Partners Inc | 12,955 | $1.30M | 1.2% | N/A | 0.098% | |
4/16/2025 | Byrne Asset Management LLC | 619 | $62K | 0.0% | +79.4% | 0.005% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 81,342 | $8.17M | 0.0% | -28.0% | 0.617% | |
4/16/2025 | McElhenny Sheffield Capital Management LLC | 7,491 | $752K | 0.3% | +42.5% | 0.057% | |
4/15/2025 | Accurate Wealth Management LLC | 331,909 | $33.25M | 6.2% | +34.6% | 2.518% | |
4/14/2025 | Farther Finance Advisors LLC | 53,075 | $5.31M | 0.1% | +116.6% | 0.403% | |
4/14/2025 | Courier Capital LLC | 2,503 | $251K | 0.0% | N/A | 0.019% | |
4/14/2025 | Capital Investment Advisors LLC | 207,487 | $20.84M | 0.4% | N/A | 1.574% | |
4/14/2025 | Park Avenue Securities LLC | 10,846 | $1.09M | 0.0% | N/A | 0.082% | |
4/10/2025 | Whipplewood Advisors LLC | 1,053 | $106K | 0.0% | +1,886.8% | 0.008% | |
4/9/2025 | Merit Financial Group LLC | 15,677 | $1.58M | 0.0% | N/A | 0.119% | |
4/9/2025 | Castle Rock Wealth Management LLC | 14,883 | $1.49M | 0.4% | +60.4% | 0.113% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 112,910 | $11.30M | 0.0% | +29.6% | 0.922% | |
3/12/2025 | Centaurus Financial Inc. | 1,166 | $117K | 0.0% | -30.1% | 0.010% | |
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3/5/2025 | Castle Rock Wealth Management LLC | 9,277 | $930K | 0.2% | -9.4% | 0.083% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 155,655 | $15.58M | 0.0% | +43.3% | 1.024% | |
2/17/2025 | Cetera Investment Advisers | 25,166 | $2.52M | 0.0% | -13.3% | 0.166% | |
2/17/2025 | Citadel Advisors LLC | 3,846 | $385K | 0.0% | -64.8% | 0.025% | |
2/17/2025 | Beverly Hills Private Wealth LLC | 25,000 | $2.50M | 0.5% | +121.6% | 0.164% | |
2/17/2025 | Alaethes Wealth LLC | 110,197 | $11.07M | 4.0% | +2.5% | 0.725% | |
2/14/2025 | Beacon Pointe Advisors LLC | 10,681 | $1.07M | 0.0% | +16.0% | 0.070% | |
2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 27,923 | $2.80M | 0.1% | +20.1% | 0.184% | |
2/14/2025 | MGO One Seven LLC | 35,133 | $3.52M | 0.1% | +37.7% | 0.231% | |
2/14/2025 | Stifel Financial Corp | 4,182 | $419K | 0.0% | -4.0% | 0.028% | |
2/14/2025 | GeoWealth Management LLC | 956 | $96K | 0.0% | -38.8% | 0.006% | |
2/13/2025 | NewEdge Advisors LLC | 3,431 | $343K | 0.0% | +36.7% | 0.023% | |
2/13/2025 | CreativeOne Wealth LLC | 11,271 | $1.13M | 0.0% | +18.9% | 0.074% | |
2/13/2025 | Raymond James Financial Inc. | 4,816 | $482K | 0.0% | N/A | 0.032% | |
2/13/2025 | Advisory Services Network LLC | 32,696 | $3.27M | 0.1% | N/A | 0.215% | |
2/13/2025 | Renaissance Technologies LLC | 270,400 | $27.07M | 0.0% | +41.1% | 1.779% | |
2/13/2025 | Envestnet Asset Management Inc. | 43,657 | $4.37M | 0.0% | -3.8% | 0.287% | |
2/13/2025 | Perennial Investment Advisors LLC | 101,918 | $10.20M | 1.2% | +50.9% | 0.671% | |
2/12/2025 | Nottingham Advisors Inc. | 23,461 | $2.35M | 0.3% | -5.7% | 0.154% | |
2/12/2025 | Creekmur Asset Management LLC | 354,731 | $35.51M | 8.1% | -7.2% | 2.334% | |
2/12/2025 | Orion Portfolio Solutions LLC | 96,150 | $9.63M | 0.1% | +14.8% | 0.633% | |
2/12/2025 | Ausdal Financial Partners Inc. | 2,007 | $201K | 0.0% | N/A | 0.013% | |
2/11/2025 | LPL Financial LLC | 530,850 | $53.14M | 0.0% | +60.2% | 3.492% | |
2/11/2025 | Sykon Capital LLC | 265,494 | $26.58M | 9.2% | N/A | 1.747% | |
2/11/2025 | Sei Investments Co. | 1,431,904 | $143.33M | 0.2% | +8.0% | 9.420% | |
2/10/2025 | GWN Securities Inc. | 3,553 | $357K | 0.1% | N/A | 0.023% | |
2/10/2025 | Harbour Investments Inc. | 43,375 | $4.34M | 0.1% | +108.3% | 0.285% | |
2/10/2025 | Commonwealth Equity Services LLC | 28,076 | $2.81M | 0.0% | +75.0% | 0.185% | |
2/10/2025 | Farther Finance Advisors LLC | 24,500 | $2.45M | 0.1% | N/A | 0.161% | |
2/7/2025 | Guild Investment Management Inc. | 47,050 | $4.72M | 5.1% | N/A | 0.310% | |
2/7/2025 | Inspire Advisors LLC | 73,126 | $7.32M | 0.9% | +32.0% | 0.481% | |
2/7/2025 | K2 Financial Inc. | 6,513 | $653K | 0.6% | N/A | 0.043% | |
2/6/2025 | Raymond James Financial Inc. | 4,816 | $482K | 0.0% | N/A | 0.032% | |
2/6/2025 | Gentry Private Wealth LLC | 5,000 | $500K | 2.1% | -13.0% | 0.033% | |
2/6/2025 | SBI Securities Co. Ltd. | 2,000 | $200K | 0.0% | N/A | 0.013% | |
2/5/2025 | Terril Brothers Inc. | 23,292 | $2.33M | 0.7% | N/A | 0.153% | |
2/5/2025 | Flputnam Investment Management Co. | 61,125 | $6.12M | 0.1% | +57.2% | 0.402% | |
2/5/2025 | Verus Capital Partners LLC | 36,500 | $3.65M | 0.3% | N/A | 0.240% | |
2/4/2025 | Rothschild Investment LLC | 9,250 | $926K | 0.1% | +12.1% | 0.061% | |
2/4/2025 | IFP Advisors Inc | 1,515 | $152K | 0.0% | N/A | 0.010% | |
2/4/2025 | Curtis Advisory Group LLC | 122,823 | $12.30M | 3.3% | +8.5% | 0.808% | |
2/3/2025 | Concurrent Investment Advisors LLC | 12,357 | $1.24M | 0.0% | +94.3% | 0.081% | |
2/3/2025 | Meitav Investment House Ltd. | 56,504 | $5.66M | 0.1% | +52.7% | 0.372% | |
2/3/2025 | Private Advisor Group LLC | 2,090 | $209K | 0.0% | N/A | 0.014% | |
1/31/2025 | 3EDGE Asset Management LP | 127,014 | $12.71M | 0.8% | N/A | 0.836% | |
1/31/2025 | Atria Wealth Solutions Inc. | 9,208 | $922K | 0.0% | N/A | 0.061% | |
1/31/2025 | D.A. Davidson & CO. | 22,978 | $2.30M | 0.0% | +28.5% | 0.151% | |
1/31/2025 | Truist Financial Corp | 53,582 | $5.36M | 0.0% | -0.8% | 0.353% | |
1/31/2025 | Woodard & Co. Asset Management Group Inc. ADV | 73,979 | $7.41M | 1.6% | +17.1% | 0.487% | |
1/30/2025 | Principal Securities Inc. | 2,645 | $265K | 0.0% | +32.4% | 0.017% | |
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1/30/2025 | WealthPlan Investment Management LLC | 78,336 | $7.84M | 0.8% | N/A | 0.515% | |
1/28/2025 | Compass Financial Services Inc | 412 | $41K | 0.0% | N/A | 0.003% | |
1/28/2025 | Newbridge Financial Services Group Inc. | 1,065 | $107K | 0.0% | -44.4% | 0.007% | |
1/28/2025 | Cantor Fitzgerald Investment Advisors L.P. | 2,860 | $286K | 0.0% | +32.4% | 0.019% | |
1/28/2025 | Global X Japan Co. Ltd. | 400,941 | $40.13M | 5.0% | +25.3% | 2.638% | |
1/27/2025 | Stratos Wealth Partners LTD. | 25,812 | $2.58M | 0.0% | +165.1% | 0.170% | |
1/24/2025 | Golden State Equity Partners | 2,212 | $221K | 0.0% | N/A | 0.015% | |
1/24/2025 | Precision Wealth Strategies LLC | 32,701 | $3.27M | 2.5% | N/A | 0.215% | |
1/23/2025 | Gateway Wealth Partners LLC | 8,282 | $829K | 0.2% | +3.8% | 0.054% | |
1/21/2025 | B.O.S.S. Retirement Advisors LLC | 23,634 | $2.37M | 0.7% | +310.2% | 0.155% | |