7/2/2025 | Howard Financial Services LTD. | 711,727 | $33.37M | 4.4% | -0.4% | 1.693% | |
6/2/2025 | Integrity Wealth Advisors Inc. | 30,542 | $1.43M | 1.1% | +37.1% | 0.074% | |
5/28/2025 | Vista Cima Wealth Management LLC | 17,994 | $844K | 0.6% | +7.8% | 0.044% | |
5/22/2025 | BOS Asset Management LLC | 124,318 | $5.83M | 2.0% | +15.5% | 0.302% | |
5/21/2025 | Geneos Wealth Management Inc. | 6,995 | $328K | 0.0% | +220.1% | 0.017% | |
5/19/2025 | Jane Street Group LLC | 117,963 | $5.54M | 0.0% | +75.3% | 0.293% | |
5/16/2025 | Arete Wealth Advisors LLC | 33,653 | $1.58M | 0.1% | -19.7% | 0.084% | |
5/16/2025 | NewEdge Advisors LLC | 116,522 | $5.47M | 0.0% | +3.5% | 0.289% | |
5/16/2025 | Integrated Wealth Concepts LLC | 139,008 | $6.52M | 0.1% | +19.5% | 0.345% | |
5/16/2025 | Cook Wealth LLC | 56,217 | $2.62M | 1.3% | +3.8% | 0.140% | |
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5/16/2025 | AQR Capital Management LLC | 85,840 | $4.03M | 0.0% | +83.0% | 0.213% | |
5/15/2025 | Ashton Thomas Securities LLC | 65,957 | $3.10M | 0.9% | +9.0% | 0.164% | |
5/15/2025 | Royal Bank of Canada | 82,674 | $3.88M | 0.0% | -6.5% | 0.205% | |
5/15/2025 | Insight Wealth Partners LLC | 101,293 | $4.75M | 0.8% | +1.6% | 0.252% | |
5/15/2025 | Baird Financial Group Inc. | 599,185 | $28.12M | 0.1% | +0.4% | 1.489% | |
5/14/2025 | CreativeOne Wealth LLC | 9,015 | $423K | 0.0% | -14.8% | 0.022% | |
5/14/2025 | WCG Wealth Advisors LLC | 10,422 | $489K | 0.0% | -3.6% | 0.026% | |
5/14/2025 | Comerica Bank | 16,564 | $777K | 0.0% | +12.6% | 0.041% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,104 | $52K | 0.0% | +500.0% | 0.003% | |
5/14/2025 | Kestra Advisory Services LLC | 50,764 | $2.38M | 0.0% | -70.6% | 0.126% | |
5/14/2025 | Barnes Wealth Management Group Inc | 10,781 | $506K | 0.3% | +31.7% | 0.027% | |
5/14/2025 | Flow Traders U.S. LLC | 15,658 | $735K | 0.0% | N/A | 0.039% | |
5/14/2025 | JT Stratford LLC | 25,138 | $1.18M | 0.2% | +28.6% | 0.062% | |
5/14/2025 | Petix & Botte Co | 299,468 | $14.05M | 3.7% | +42.5% | 0.744% | |
5/13/2025 | Raymond James Financial Inc. | 414,318 | $19.44M | 0.0% | +2.5% | 1.029% | |
5/13/2025 | Schneider Downs Wealth Management Advisors LP | 19,113 | $897K | 0.2% | -46.7% | 0.047% | |
5/13/2025 | MSH Capital Advisors LLC | 21,461 | $1.01M | 0.3% | -31.4% | 0.053% | |
5/13/2025 | HighTower Advisors LLC | 21,100 | $990K | 0.0% | +15.4% | 0.052% | |
5/12/2025 | Cooper Financial Group | 67,480 | $3.17M | 0.4% | +6.4% | 0.168% | |
5/12/2025 | Invesco Ltd. | 2,349,347 | $110.26M | 0.0% | +0.0% | 5.837% | |
5/12/2025 | Founders Financial Alliance LLC | 14,711 | $690K | 0.2% | -14.9% | 0.037% | |
5/9/2025 | Evolution Wealth Advisors LLC | 14,665 | $688K | 0.1% | +17.7% | 0.036% | |
5/9/2025 | Tidemark LLC | 774,322 | $36.34M | 13.3% | +7.0% | 1.924% | |
5/9/2025 | Acima Private Wealth LLC | 228,191 | $10.71M | 3.8% | -18.6% | 0.567% | |
5/9/2025 | Atria Wealth Solutions Inc. | 6,389 | $300K | 0.0% | -66.0% | 0.016% | |
5/8/2025 | IFG Advisory LLC | 380,106 | $17.84M | 1.0% | +2.5% | 0.944% | |
5/8/2025 | Elios Financial Group Inc. | 20,021 | $940K | 0.5% | +3.2% | 0.050% | |
5/8/2025 | Harbour Investments Inc. | 903 | $42K | 0.0% | +48.5% | 0.002% | |
5/8/2025 | Arkadios Wealth Advisors | 16,033 | $752K | 0.0% | +10.4% | 0.040% | |
5/7/2025 | Atlas Legacy Advisors LLC | 123,184 | $5.76M | 1.5% | N/A | 0.306% | |
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5/7/2025 | LPL Financial LLC | 3,196,882 | $150.03M | 0.1% | -0.1% | 7.943% | |
5/7/2025 | Alteri Wealth LLC | 5,826 | $273K | 0.1% | N/A | 0.014% | |
5/6/2025 | Assetmark Inc. | 11,508 | $540K | 0.0% | +43.4% | 0.029% | |
5/6/2025 | USAdvisors Wealth Management LLC | 87,040 | $4.08M | 1.4% | -1.4% | 0.216% | |
5/6/2025 | Cetera Investment Advisers | 397,589 | $18.66M | 0.0% | +183.5% | 0.988% | |
5/6/2025 | Avantax Advisory Services Inc. | 91,018 | $4.27M | 0.0% | +2.7% | 0.226% | |
5/6/2025 | Journey Strategic Wealth LLC | 302,651 | $14.20M | 0.5% | -5.1% | 0.752% | |
5/6/2025 | Opes Wealth Management LLC | 5,868 | $275K | 0.1% | N/A | 0.015% | |
5/6/2025 | Landmark Wealth Management Inc. | 134,742 | $6.32M | 3.0% | -75.2% | 0.335% | |
5/6/2025 | PFG Advisors | 161,196 | $7.57M | 0.4% | +8.8% | 0.400% | |
5/5/2025 | Treasure Coast Financial Planning | 34,785 | $1.63M | 1.0% | -4.4% | 0.086% | |
5/5/2025 | J.W. Cole Advisors Inc. | 25,382 | $1.19M | 0.0% | N/A | 0.063% | |
5/5/2025 | IFP Advisors Inc | 26,726 | $1.25M | 0.0% | +4,082.5% | 0.066% | |
5/5/2025 | Impact Partnership Wealth LLC | 4,418 | $207K | 0.0% | -13.5% | 0.011% | |
5/5/2025 | Mainstay Capital Management LLC ADV | 7,520 | $353K | 0.0% | -4.7% | 0.019% | |
5/5/2025 | Private Advisor Group LLC | 595,046 | $27.93M | 0.2% | +10.1% | 1.478% | |
5/2/2025 | Concord Wealth Partners | 1,293 | $61K | 0.0% | -14.7% | 0.003% | |
5/2/2025 | PAX Financial Group LLC | 32,418 | $1.52M | 0.3% | +34.9% | 0.081% | |
5/2/2025 | Bogart Wealth LLC | 7,097 | $333K | 0.0% | +341.6% | 0.018% | |
5/1/2025 | CWM LLC | 1,695,993 | $79.59M | 0.3% | +6.5% | 4.214% | |
4/30/2025 | Axxcess Wealth Management LLC | 18,616 | $874K | 0.0% | N/A | 0.046% | |
4/30/2025 | Stratos Wealth Partners LTD. | 10,466 | $491K | 0.0% | -33.6% | 0.026% | |
4/30/2025 | Gilliland Jeter Wealth Management LLC | 4,387 | $206K | 0.1% | N/A | 0.011% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,929,402 | $137.48M | 0.0% | +9.6% | 7.278% | |
4/29/2025 | Concurrent Investment Advisors LLC | 41,767 | $1.96M | 0.0% | -3.3% | 0.104% | |
4/29/2025 | Bank of New York Mellon Corp | 1,108,392 | $52.02M | 0.0% | +76.8% | 2.754% | |
4/29/2025 | World Investment Advisors | 197,464 | $9.27M | 0.2% | +4.8% | 0.491% | |
4/29/2025 | Brookstone Capital Management | 499,964 | $23.46M | 0.3% | -7.1% | 1.242% | |
4/29/2025 | OneDigital Investment Advisors LLC | 10,881 | $511K | 0.0% | +12.4% | 0.027% | |
4/29/2025 | Silver Oak Securities Incorporated | 20,527 | $961K | 0.1% | +92.0% | 0.051% | |
4/28/2025 | American Capital Advisory LLC | 185,262 | $8.69M | 4.7% | +33.2% | 0.459% | |
4/25/2025 | Beacon Financial Planning Inc. | 211,633 | $9.93M | 5.7% | -12.4% | 0.524% | |
4/25/2025 | Colonial River Investments LLC | 74,465 | $3.50M | 1.9% | N/A | 0.185% | |
4/24/2025 | Money Concepts Capital Corp | 33,104 | $1.55M | 0.1% | +8.9% | 0.082% | |
4/23/2025 | Spire Wealth Management | 561,468 | $26.35M | 0.8% | +2.4% | 1.391% | |
4/23/2025 | Consolidated Portfolio Review Corp | 6,622 | $311K | 0.0% | +8.8% | 0.016% | |
4/22/2025 | Flagship Harbor Advisors LLC | 40,777 | $1.91M | 0.1% | -3.8% | 0.101% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 58,290 | $2.74M | 0.0% | +6.4% | 0.144% | |
4/21/2025 | Silver Oak Securities Incorporated | 47,132 | $2.21M | 0.2% | +340.9% | 0.117% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 206,128 | $9.67M | 0.0% | +2.5% | 0.511% | |
4/17/2025 | Avid Wealth Partners LLC | 109,881 | $5.16M | 3.5% | +33.2% | 0.272% | |
4/17/2025 | Sowell Financial Services LLC | 5,510 | $259K | 0.0% | N/A | 0.014% | |
4/17/2025 | Janney Montgomery Scott LLC | 15,311 | $719K | 0.0% | +34.0% | 0.038% | |
4/17/2025 | Stewardship Advisors LLC | 245,138 | $11.50M | 3.1% | +4.1% | 0.608% | |
4/17/2025 | Good Life Advisors LLC | 224,731 | $10.55M | 0.7% | +21.0% | 0.557% | |
4/17/2025 | Total Clarity Wealth Management Inc. | 73,762 | $3.42M | 1.1% | -1.1% | 0.183% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 581,845 | $27.31M | 0.9% | +3.6% | 1.442% | |
4/16/2025 | IAG Wealth Partners LLC | 86,246 | $4.05M | 0.6% | -10.7% | 0.214% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 265,234 | $12.45M | 0.0% | +50.5% | 0.657% | |
4/16/2025 | Destiny Capital Corp CO | 57,248 | $2.69M | 1.8% | -8.6% | 0.142% | |
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4/16/2025 | RTD Financial Advisors Inc. | 852,136 | $39.99M | 5.4% | +0.3% | 2.112% | |
4/15/2025 | Focus Financial Network Inc. | 374,240 | $17.56M | 0.7% | +1.7% | 0.927% | |
4/15/2025 | Integrated Advisors Network LLC | 5,644 | $265K | 0.0% | -20.1% | 0.014% | |
4/15/2025 | Simplicity Wealth LLC | 166,556 | $7.82M | 0.6% | N/A | 0.413% | |
4/14/2025 | Financial Designs Corp | 17,533 | $823K | 0.6% | -88.4% | 0.043% | |
4/14/2025 | Park Avenue Securities LLC | 35,807 | $1.68M | 0.0% | -1.6% | 0.089% | |
4/14/2025 | KMG Fiduciary Partners LLC | 301,172 | $14.13M | 1.2% | +11.2% | 0.746% | |
4/11/2025 | Sandbox Financial Partners LLC | 71,080 | $3.34M | 1.2% | +1.6% | 0.176% | |
4/11/2025 | Northwest Financial Advisors | 68,390 | $3.21M | 2.7% | +19.4% | 0.169% | |
4/11/2025 | Fjell Capital LLC | 103,262 | $4.85M | 4.9% | -15.2% | 0.256% | |