8/8/2025 | Cetera Investment Advisers | 45,416 | $7.33M | 0.0% | +4.9% | 0.733% | |
8/8/2025 | Creative Planning | 4,473 | $722K | 0.0% | +22.3% | 0.072% | |
8/8/2025 | WealthShield Partners LLC | 4,781 | $771K | 0.1% | +2.2% | 0.077% | |
8/8/2025 | PNC Financial Services Group Inc. | 894 | $144K | 0.0% | -16.4% | 0.014% | |
8/7/2025 | Allworth Financial LP | 5,993 | $967K | 0.0% | +19.5% | 0.097% | |
8/7/2025 | PFG Advisors | 1,741 | $281K | 0.0% | -35.4% | 0.028% | |
8/7/2025 | 1ST Source Bank | 3,757 | $606K | 0.0% | -13.3% | 0.061% | |
8/6/2025 | Prospera Financial Services Inc | 8,677 | $1.40M | 0.0% | -13.7% | 0.140% | |
8/6/2025 | RWA Wealth Partners LLC | 4,431 | $715K | 0.0% | -12.6% | 0.071% | |
8/6/2025 | AE Wealth Management LLC | 11,063 | $1.79M | 0.0% | -10.0% | 0.178% | |
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8/6/2025 | Moors & Cabot Inc. | 1,517 | $245K | 0.0% | -73.9% | 0.024% | |
8/5/2025 | Holistic Financial Partners | 17,922 | $2.89M | 1.3% | +209.5% | 0.289% | |
8/4/2025 | IFG Advisory LLC | 2,663 | $430K | 0.0% | +14.8% | 0.043% | |
8/4/2025 | Pinnacle Associates Ltd. | 5,260 | $849K | 0.0% | -4.4% | 0.085% | |
8/4/2025 | Atria Investments Inc | 5,578 | $900K | 0.0% | +11.3% | 0.090% | |
8/4/2025 | Assetmark Inc. | 38,091 | $6.15M | 0.0% | +29.5% | 0.614% | |
8/4/2025 | World Investment Advisors | 8,134 | $1.31M | 0.0% | +4.1% | 0.131% | |
8/4/2025 | Daymark Wealth Partners LLC | 5,751 | $928K | 0.0% | +9.5% | 0.093% | |
8/1/2025 | Bessemer Group Inc. | 600 | $97K | 0.0% | -14.3% | 0.010% | |
8/1/2025 | Envestnet Asset Management Inc. | 120,485 | $19.44M | 0.0% | +4.3% | 1.943% | |
7/31/2025 | Hartford Financial Management Inc. | 30,597 | $4.94M | 1.3% | -3.2% | 0.494% | |
7/30/2025 | D.A. Davidson & CO. | 38,830 | $6.26M | 0.0% | -2.5% | 0.626% | |
7/30/2025 | Pacific Sun Financial Corp | 8,100 | $1.31M | 0.7% | -3.4% | 0.131% | |
7/29/2025 | Stephens Inc. AR | 1,508 | $243K | 0.0% | -29.6% | 0.024% | |
7/29/2025 | Koshinski Asset Management Inc. | 3,086 | $498K | 0.0% | -2.3% | 0.050% | |
7/29/2025 | Dale Q Rice Investment Management Ltd | 3,940 | $651K | 0.5% | -52.0% | 0.064% | |
7/29/2025 | Stratos Wealth Partners LTD. | 1,621 | $262K | 0.0% | +3.8% | 0.026% | |
7/28/2025 | Mutual Advisors LLC | 5,206 | $865K | 0.0% | +2.0% | 0.084% | |
7/28/2025 | Harbour Investments Inc. | 5,767 | $930K | 0.0% | +1.2% | 0.093% | |
7/28/2025 | Arlington Financial Advisors LLC | 26,710 | $4.31M | 0.7% | N/A | 0.431% | |
7/28/2025 | RFG Advisory LLC | 1,407 | $227K | 0.0% | -28.3% | 0.023% | |
7/25/2025 | Atria Wealth Solutions Inc. | 2,802 | $452K | 0.0% | -55.7% | 0.045% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 1,511 | $244K | 0.0% | -70.4% | 0.024% | |
7/25/2025 | Sequoia Financial Advisors LLC | 1,625 | $262K | 0.0% | -8.5% | 0.026% | |
7/25/2025 | CWM LLC | 5,387 | $869K | 0.0% | -4.9% | 0.087% | |
7/25/2025 | Concurrent Investment Advisors LLC | 1,746 | $282K | 0.0% | +5.1% | 0.028% | |
7/25/2025 | Apollon Wealth Management LLC | 3,864 | $623K | 0.0% | -9.2% | 0.062% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 3,677 | $593K | 0.0% | +18.6% | 0.059% | |
7/24/2025 | WMG Financial Advisors LLC | 2,896 | $467K | 0.2% | -12.4% | 0.047% | |
7/24/2025 | IFP Advisors Inc | 10,288 | $1.66M | 0.0% | -1.4% | 0.166% | |
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7/23/2025 | Clear Creek Financial Management LLC | 2,664 | $430K | 0.0% | -34.6% | 0.043% | |
7/23/2025 | RMG Wealth Management LLC | 486 | $80K | 0.0% | N/A | 0.008% | |
7/22/2025 | Berger Financial Group Inc | 113,019 | $18.23M | 1.2% | +1.8% | 1.823% | |
7/21/2025 | Ameriflex Group Inc. | 164 | $27K | 0.0% | -40.1% | 0.003% | |
7/21/2025 | Ameritas Advisory Services LLC | 36,463 | $5.88M | 0.3% | -5.1% | 0.588% | |
7/18/2025 | Truist Financial Corp | 45,234 | $7.30M | 0.0% | +12.8% | 0.730% | |
7/17/2025 | Janney Montgomery Scott LLC | 28,270 | $4.56M | 0.0% | +1.4% | 0.456% | |
7/16/2025 | EdgeRock Capital LLC | 1,244 | $201K | 0.1% | -28.8% | 0.020% | |
7/15/2025 | Wealth Effects LLC | 2,285 | $369K | 0.1% | -16.8% | 0.037% | |
7/14/2025 | Financial Enhancement Group LLC | 5,658 | $943K | 0.1% | +1.9% | 0.091% | |
7/14/2025 | Clear Harbor Asset Management LLC | 8,132 | $1.31M | 0.1% | -5.8% | 0.131% | |
7/14/2025 | Iams Wealth Management LLC | 5,897 | $951K | 0.4% | +11.2% | 0.095% | |
7/11/2025 | Quad Cities Investment Group LLC | 9,007 | $1.45M | 0.7% | -7.9% | 0.145% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 15,324,213 | $2.35B | 0.3% | +913,142.7% | 247.165% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 10,773 | $1.77M | 0.0% | +2.0% | 0.174% | |
7/8/2025 | Juncture Wealth Strategies LLC | 11,073 | $1.79M | 0.6% | -3.7% | 0.179% | |
7/7/2025 | RDA Financial Network | 1,476 | $238K | 0.1% | -18.8% | 0.024% | |
6/27/2025 | Goldman Sachs Group Inc. | 40,155 | $6.83M | 0.0% | -7.9% | 0.642% | |
6/2/2025 | Modern Wealth Management LLC | 30,123 | $5.12M | 0.2% | +1.0% | 0.471% | |
5/20/2025 | Belpointe Asset Management LLC | 1,252 | $213K | 0.0% | -46.8% | 0.020% | |
5/20/2025 | Focus Partners Wealth | 5,756 | $979K | 0.0% | -1.3% | 0.090% | |
5/19/2025 | Jane Street Group LLC | 18,624 | $3.17M | 0.0% | -4.7% | 0.291% | |
5/16/2025 | Coppell Advisory Solutions LLC | 4,839 | $777K | 0.1% | -54.2% | 0.074% | |
5/16/2025 | Goldman Sachs Group Inc. | 40,155 | $6.83M | 0.0% | -7.9% | 0.613% | |
5/16/2025 | Jones Financial Companies Lllp | 1,490 | $253K | 0.0% | -72.4% | 0.023% | |
5/16/2025 | Pinnacle Family Advisors LLC | 3,766 | $641K | 0.3% | +4.9% | 0.057% | |
5/16/2025 | Ancora Advisors LLC | 9,779 | $1.66M | 0.0% | N/A | 0.149% | |
5/15/2025 | Royal Bank of Canada | 158,789 | $27.01M | 0.0% | +3.0% | 2.424% | |
5/15/2025 | Baird Financial Group Inc. | 7,123 | $1.21M | 0.0% | -7.6% | 0.109% | |
5/15/2025 | GKV Capital Management Co. Inc. | 465 | $79K | 0.0% | N/A | 0.007% | |
5/14/2025 | PKS Advisory Services LLC | 1,666 | $283K | 0.1% | +10.3% | 0.025% | |
5/14/2025 | Comerica Bank | 1,285 | $219K | 0.0% | -47.4% | 0.020% | |
5/14/2025 | Synovus Financial Corp | 1,356 | $231K | 0.0% | N/A | 0.021% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 12,857 | $2.19M | 0.0% | +114.1% | 0.196% | |
5/14/2025 | Kestra Advisory Services LLC | 16,621 | $2.83M | 0.0% | -13.4% | 0.254% | |
5/14/2025 | RPG Investment Advisory LLC | 52,098 | $8.86M | 0.6% | +98.7% | 0.795% | |
5/14/2025 | CW Advisors LLC | 43,499 | $7.40M | 0.1% | +1.1% | 0.664% | |
5/14/2025 | Summit Financial LLC | 7,659 | $1.30M | 0.0% | +220.1% | 0.117% | |
5/14/2025 | Capital Analysts LLC | 418 | $71K | 0.0% | N/A | 0.006% | |
5/13/2025 | SFI Advisors LLC | 24,973 | $4.25M | 3.1% | -1.9% | 0.381% | |
5/13/2025 | Raymond James Financial Inc. | 156,503 | $26.62M | 0.0% | -6.3% | 2.389% | |
5/13/2025 | GKV Capital Management Co. Inc. | 465 | $79K | 0.1% | N/A | 0.007% | |
5/13/2025 | HighTower Advisors LLC | 14,630 | $2.49M | 0.0% | +15.2% | 0.223% | |
5/12/2025 | Maia Wealth LLC | 4,084 | $636K | 0.1% | -12.3% | 0.062% | |
5/12/2025 | Independent Advisor Alliance | 24,090 | $4.10M | 0.1% | -25.7% | 0.368% | |
5/12/2025 | Berger Financial Group Inc | 110,974 | $18.88M | 1.3% | -28.1% | 1.694% | |
5/12/2025 | Benjamin Edwards Inc. | 20,504 | $3.49M | 0.0% | -11.2% | 0.313% | |
5/9/2025 | Wharton Business Group LLC | 1,200 | $204K | 0.0% | N/A | 0.018% | |
5/9/2025 | WealthShield Partners LLC | 4,678 | $796K | 0.1% | +1.7% | 0.071% | |
5/9/2025 | MGB Wealth Management LLC | 1,479 | $252K | 0.1% | +5.0% | 0.023% | |
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5/9/2025 | Atria Wealth Solutions Inc. | 6,319 | $1.08M | 0.0% | -17.4% | 0.096% | |
5/8/2025 | Glassman Wealth Services | 158 | $27K | 0.0% | N/A | 0.002% | |
5/8/2025 | Moors & Cabot Inc. | 5,814 | $989K | 0.1% | -46.5% | 0.089% | |
5/8/2025 | Harbour Investments Inc. | 5,698 | $969K | 0.0% | -1.9% | 0.087% | |
5/8/2025 | Cozad Asset Management Inc. | 1,340 | $228K | 0.0% | -28.9% | 0.020% | |
5/7/2025 | LPL Financial LLC | 183,813 | $31.27M | 0.0% | -1.9% | 2.806% | |
5/6/2025 | Assetmark Inc. | 29,421 | $5.01M | 0.0% | +4.6% | 0.449% | |
5/6/2025 | Cetera Investment Advisers | 43,286 | $7.36M | 0.0% | N/A | 0.661% | |
5/6/2025 | Avantax Advisory Services Inc. | 6,008 | $1.02M | 0.0% | -30.8% | 0.092% | |
5/6/2025 | Holistic Financial Partners | 5,791 | $985K | 0.5% | +135.4% | 0.088% | |