8/15/2025 | Orion Porfolio Solutions LLC | 18,138 | $710K | 0.0% | +50.2% | 0.239% | |
8/15/2025 | MML Investors Services LLC | 14,927 | $584K | 0.0% | +114.2% | 0.196% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 8,076 | $316K | 0.0% | +20.1% | 0.106% | |
8/14/2025 | Jane Street Group LLC | 9,455 | $370K | 0.0% | N/A | 0.124% | |
8/14/2025 | Ausdal Financial Partners Inc. | 426,230 | $16.69M | 1.1% | N/A | 5.608% | |
8/14/2025 | Raymond James Financial Inc. | 337,608 | $13.22M | 0.0% | +5.1% | 4.442% | |
8/14/2025 | NewEdge Advisors LLC | 6,577 | $258K | 0.0% | N/A | 0.087% | |
8/13/2025 | Per Stirling Capital Management LLC. | 50,390 | $1.97M | 0.3% | N/A | 0.663% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 13,960 | $547K | 0.0% | +8.8% | 0.184% | |
8/12/2025 | Insigneo Advisory Services LLC | 41,037 | $1.61M | 0.1% | +64.3% | 0.540% | |
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8/12/2025 | Global Retirement Partners LLC | 10,970 | $430K | 0.0% | N/A | 0.144% | |
8/12/2025 | MAI Capital Management | 9,149 | $358K | 0.0% | +10.2% | 0.120% | |
8/11/2025 | Anfield Capital Management LLC | 2,081 | $81K | 0.0% | N/A | 0.027% | |
8/8/2025 | Cetera Investment Advisers | 408,453 | $15.99M | 0.0% | +103.3% | 5.374% | |
8/8/2025 | Foundations Investment Advisors LLC | 6,611 | $259K | 0.0% | N/A | 0.087% | |
8/7/2025 | Americana Partners LLC | 296,091 | $11.59M | 0.4% | +157.0% | 3.896% | |
8/6/2025 | AE Wealth Management LLC | 1,042 | $41K | 0.0% | -54.8% | 0.014% | |
8/5/2025 | Milestone Asset Management LLC | 146,087 | $5.72M | 1.2% | +1.8% | 1.922% | |
8/5/2025 | Sigma Planning Corp | 19,219 | $752K | 0.0% | +14.3% | 0.253% | |
8/4/2025 | Savvy Advisors Inc. | 21,240 | $832K | 0.1% | -4.5% | 0.279% | |
8/4/2025 | Arkadios Wealth Advisors | 17,055 | $668K | 0.0% | +23.6% | 0.224% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 5,133 | $201K | 0.0% | -7.1% | 0.067% | |
8/1/2025 | Envestnet Asset Management Inc. | 54,915 | $2.15M | 0.0% | -4.7% | 0.720% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 5,830 | $228K | 0.1% | -23.1% | 0.076% | |
7/30/2025 | Brookstone Capital Management | 29,878 | $1.17M | 0.0% | N/A | 0.391% | |
7/28/2025 | Uptick Partners LLC | 9,560 | $374K | 0.1% | +23.0% | 0.125% | |
7/28/2025 | Mutual Advisors LLC | 16,190 | $642K | 0.0% | +80.7% | 0.212% | |
7/28/2025 | Harbour Investments Inc. | 5,723 | $224K | 0.0% | +6.9% | 0.075% | |
7/28/2025 | RFG Advisory LLC | 6,161 | $241K | 0.0% | N/A | 0.081% | |
7/25/2025 | MGO One Seven LLC | 10,552 | $413K | 0.0% | N/A | 0.138% | |
7/25/2025 | CWM LLC | 8,365 | $328K | 0.0% | +1,610.6% | 0.109% | |
7/24/2025 | Stonebridge Financial Group LLC | 11,548 | $452K | 0.0% | -33.5% | 0.143% | |
7/23/2025 | Armstrong Fleming & Moore Inc | 5,840 | $229K | 0.1% | N/A | 0.072% | |
7/23/2025 | Clear Creek Financial Management LLC | 61,130 | $2.39M | 0.2% | +983.5% | 0.755% | |
7/23/2025 | Ignite Planners LLC | 23,592 | $929K | 0.1% | +55.3% | 0.310% | |
7/23/2025 | REAP Financial Group LLC | 7,440 | $291K | 0.1% | N/A | 0.092% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 20,995 | $822K | 0.1% | +220.3% | 0.259% | |
7/23/2025 | Avantra Family Wealth Inc. | 127,580 | $5.00M | 4.1% | N/A | 1.575% | |
7/22/2025 | Beacon Financial Advisory LLC | 14,770 | $578K | 0.1% | N/A | 0.182% | |
7/22/2025 | Diligent Investors LLC | 13,095 | $513K | 0.1% | +121.2% | 0.162% | |
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7/21/2025 | AIFG Consultants Ltd. | 14,175 | $555K | 1.1% | -23.3% | 0.175% | |
7/21/2025 | Ameritas Advisory Services LLC | 4,954 | $194K | 0.0% | -13.9% | 0.061% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 13,496 | $528K | 0.2% | +25.9% | 0.167% | |
7/18/2025 | Truist Financial Corp | 20,908 | $819K | 0.0% | -20.6% | 0.258% | |
7/17/2025 | Janney Montgomery Scott LLC | 49,287 | $1.93M | 0.0% | -71.5% | 0.608% | |
7/17/2025 | City Holding Co. | 60,834 | $2.38M | 0.3% | +50.5% | 0.751% | |
7/14/2025 | Chris Bulman Inc | 28,913 | $1.13M | 0.6% | N/A | 0.357% | |
7/14/2025 | Park Avenue Securities LLC | 9,182 | $360K | 0.0% | N/A | 0.113% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 9,691 | $381K | 0.0% | -9.5% | 0.119% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,796 | $306K | 0.0% | N/A | 0.096% | |
7/10/2025 | Signal Advisors Wealth LLC | 127,617 | $5.00M | 0.4% | N/A | 1.566% | |
7/9/2025 | Keystone Wealth Services LLC | 28,919 | $1.13M | 0.3% | +195.6% | 0.355% | |
7/7/2025 | Schulz Wealth LTD. | 45,578 | $1.79M | 1.3% | +23.6% | 0.559% | |
5/15/2025 | MAI Capital Management | 8,300 | $301K | 0.0% | -66.8% | 0.136% | |
5/15/2025 | OLD Mission Capital LLC | 15,611 | $566K | 0.0% | +13.0% | 0.256% | |
5/14/2025 | Kestra Advisory Services LLC | 119,335 | $4.33M | 0.0% | -7.1% | 1.956% | |
5/14/2025 | Capital Analysts LLC | 15,236 | $552K | 0.0% | +29.3% | 0.250% | |
5/13/2025 | Raymond James Financial Inc. | 321,150 | $11.64M | 0.0% | -47.4% | 5.265% | |
5/9/2025 | Bouchey Financial Group Ltd | 8,819 | $320K | 0.0% | -3.9% | 0.145% | |
5/9/2025 | Atria Wealth Solutions Inc. | 8,728 | $316K | 0.0% | -39.1% | 0.143% | |
5/8/2025 | Harbour Investments Inc. | 5,353 | $194K | 0.0% | -8.8% | 0.088% | |
5/7/2025 | LPL Financial LLC | 142,265 | $5.16M | 0.0% | +62.9% | 2.332% | |
5/6/2025 | Cetera Investment Advisers | 200,877 | $7.28M | 0.0% | +1.6% | 3.293% | |
5/6/2025 | Lifeworks Advisors LLC | 6,525 | $237K | 0.0% | N/A | 0.107% | |
5/6/2025 | Kovack Advisors Inc. | 38,000 | $1.38M | 0.1% | +5.6% | 0.623% | |
5/6/2025 | Ignite Planners LLC | 15,190 | $548K | 0.1% | N/A | 0.249% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 12,174 | $441K | 0.1% | -9.2% | 0.200% | |
4/29/2025 | Wood Tarver Financial Group LLC | 22,902 | $830K | 0.3% | -3.5% | 0.375% | |
4/29/2025 | Envestnet Asset Management Inc. | 57,601 | $2.09M | 0.0% | -15.7% | 0.944% | |
4/29/2025 | Schulz Wealth LTD. | 36,873 | $1.34M | 1.0% | -10.0% | 0.604% | |
4/28/2025 | Mutual Advisors LLC | 8,962 | $320K | 0.0% | -14.2% | 0.147% | |
4/24/2025 | Holistic Planning LLC | 7,773 | $282K | 0.1% | -3.6% | 0.138% | |
4/23/2025 | AIFG Consultants Ltd. | 18,483 | $670K | 1.1% | -10.9% | 0.328% | |
4/21/2025 | Clear Point Advisors Inc. | 6,522 | $236K | 0.2% | -31.0% | 0.116% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 6,555 | $238K | 0.0% | -43.7% | 0.116% | |
4/17/2025 | Janney Montgomery Scott LLC | 173,187 | $6.28M | 0.0% | -1.8% | 3.076% | |
4/17/2025 | Keystone Wealth Services LLC | 9,784 | $355K | 0.1% | -13.1% | 0.174% | |
4/14/2025 | Farther Finance Advisors LLC | 745 | $27K | 0.0% | N/A | 0.013% | |
4/9/2025 | Milestone Asset Management LLC | 143,543 | $5.20M | 1.1% | +2.3% | 2.550% | |
3/6/2025 | Wood Tarver Financial Group LLC | 23,743 | $875K | 0.3% | N/A | 0.409% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 12,815 | $473K | 0.0% | -42.6% | 0.484% | |
2/25/2025 | Armis Advisers LLC | 7,378 | $272K | 0.0% | N/A | 0.278% | |
2/17/2025 | EPG Wealth Management LLC | 7,000 | $258K | 0.1% | -12.5% | 0.264% | |
2/17/2025 | CoreCap Advisors LLC | 6,905 | $255K | 0.0% | +19.8% | 0.261% | |
2/17/2025 | Cetera Investment Advisers | 197,762 | $7.30M | 0.0% | -13.5% | 7.463% | |
2/17/2025 | Citadel Advisors LLC | 9,919 | $366K | 0.0% | -43.5% | 0.374% | |
2/17/2025 | Ameriprise Financial Inc. | 20,287 | $748K | 0.0% | N/A | 0.766% | |
2/14/2025 | Jane Street Group LLC | 7,166 | $264K | 0.0% | -87.9% | 0.270% | |
2/14/2025 | Prosperity Consulting Group LLC | 6,100 | $225K | 0.0% | N/A | 0.230% | |
2/13/2025 | Insigneo Advisory Services LLC | 24,975 | $921K | 0.1% | -3.1% | 0.942% | |
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2/13/2025 | Barclays PLC | 3,703 | $137K | 0.0% | +207.3% | 0.140% | |
2/13/2025 | Sagespring Wealth Partners LLC | 19,822 | $731K | 0.0% | N/A | 0.748% | |
2/13/2025 | Raymond James Financial Inc. | 610,578 | $22.52M | 0.0% | N/A | 23.041% | |
2/13/2025 | Advisory Services Network LLC | 116,824 | $4.31M | 0.1% | N/A | 4.408% | |
2/13/2025 | Envestnet Asset Management Inc. | 68,341 | $2.52M | 0.0% | -2.1% | 2.579% | |
2/12/2025 | OLD Mission Capital LLC | 13,821 | $510K | 0.0% | -28.6% | 0.522% | |
2/12/2025 | Bullseye Investment Management LLC | 25,682 | $948K | 0.6% | N/A | 0.969% | |
2/11/2025 | LPL Financial LLC | 87,359 | $3.22M | 0.0% | +299.2% | 3.297% | |
2/10/2025 | Harbour Investments Inc. | 5,868 | $216K | 0.0% | -39.2% | 0.221% | |
2/10/2025 | Commonwealth Equity Services LLC | 280,469 | $10.35M | 0.0% | -5.7% | 10.584% | |