6/10/2025 | Compass Financial Services Inc | 1,075 | $64K | 0.0% | N/A | 0.002% | |
6/2/2025 | Modern Wealth Management LLC | 243,630 | $14.54M | 0.5% | +1.9% | 0.476% | |
5/22/2025 | Mattson Financial Services LLC | 42,752 | $2.55M | 0.8% | -51.9% | 0.088% | |
5/20/2025 | Focus Partners Wealth | 671,608 | $40.08M | 0.1% | +13.3% | 1.375% | |
5/19/2025 | Jane Street Group LLC | 80,796 | $4.82M | 0.0% | +13.7% | 0.165% | |
5/16/2025 | Coppell Advisory Solutions LLC | 10,393 | $620K | 0.0% | -80.4% | 0.021% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 11,517 | $687K | 0.0% | N/A | 0.024% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 16,286 | $972K | 0.7% | -7.1% | 0.033% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 36,181 | $2.16M | 1.7% | N/A | 0.074% | |
5/16/2025 | NewEdge Advisors LLC | 49,833 | $2.97M | 0.0% | +369.4% | 0.102% | |
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5/16/2025 | Ancora Advisors LLC | 7,839 | $468K | 0.0% | -23.6% | 0.016% | |
5/15/2025 | Royal Bank of Canada | 460,701 | $27.49M | 0.0% | +10.8% | 0.943% | |
5/15/2025 | MAI Capital Management | 43,873 | $2.62M | 0.0% | +54.1% | 0.090% | |
5/15/2025 | OLD Mission Capital LLC | 43,029 | $2.57M | 0.0% | N/A | 0.088% | |
5/14/2025 | CreativeOne Wealth LLC | 216,539 | $12.92M | 0.4% | +27.5% | 0.443% | |
5/14/2025 | Per Stirling Capital Management LLC. | 69,781 | $4.17M | 0.6% | -25.8% | 0.143% | |
5/14/2025 | NCM Capital Management LLC | 15,349 | $916K | 0.4% | +14.8% | 0.031% | |
5/14/2025 | Comerica Bank | 12,508 | $746K | 0.0% | +4.9% | 0.026% | |
5/14/2025 | Apexium Financial LP | 35,655 | $2.13M | 0.1% | +102.6% | 0.073% | |
5/14/2025 | Smartleaf Asset Management LLC | 31,072 | $1.85M | 0.2% | +1.4% | 0.064% | |
5/14/2025 | Kestra Advisory Services LLC | 37,179 | $2.22M | 0.0% | +101.4% | 0.076% | |
5/14/2025 | Integras Partners LLC | 16,078 | $960K | 0.9% | -3.0% | 0.033% | |
5/14/2025 | Lionsbridge Wealth Management LLC | 72,083 | $4.30M | 3.8% | -5.9% | 0.148% | |
5/14/2025 | Capital Analysts LLC | 9,622 | $574K | 0.0% | +305.3% | 0.020% | |
5/14/2025 | Tradition Wealth Management LLC | 8,652 | $516K | 0.0% | -5.7% | 0.018% | |
5/14/2025 | Vertex Planning Partners LLC | 252,234 | $15.05M | 3.3% | +5.9% | 0.517% | |
5/13/2025 | Tyler Stone Wealth Management | 92,109 | $5.50M | 1.0% | +56.9% | 0.189% | |
5/13/2025 | Raymond James Financial Inc. | 1,450,934 | $86.59M | 0.0% | +23.9% | 2.971% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 1,894,647 | $113.07M | 2.7% | +36.7% | 3.880% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 3,992 | $238K | 0.3% | +1,018.2% | 0.008% | |
5/13/2025 | HighTower Advisors LLC | 816,832 | $48.75M | 0.1% | +9.9% | 1.673% | |
5/12/2025 | Capital Planning Advisors LLC | 182,694 | $10.90M | 1.7% | +8.2% | 0.374% | |
5/12/2025 | SouthState Corp | 245,654 | $14.66M | 0.7% | +1,413.7% | 0.503% | |
5/12/2025 | Cooper Financial Group | 110,180 | $6.58M | 0.9% | +14.5% | 0.226% | |
5/12/2025 | Benjamin Edwards Inc. | 15,164 | $905K | 0.0% | +8.3% | 0.031% | |
5/12/2025 | Townsquare Capital LLC | 37,705 | $2.25M | 0.0% | +10.5% | 0.077% | |
5/12/2025 | WealthPLAN Partners LLC | 170,528 | $10.18M | 1.4% | +6.2% | 0.349% | |
5/12/2025 | WealthPlan Investment Management LLC | 147,064 | $8.78M | 0.9% | -31.9% | 0.301% | |
5/9/2025 | Evolution Wealth Advisors LLC | 39,550 | $2.36M | 0.4% | +48.3% | 0.081% | |
5/9/2025 | Renasant Bank | 63,028 | $3.76M | 2.5% | +1.0% | 0.129% | |
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5/9/2025 | Comprehensive Financial Planning Inc. PA | 8,908 | $532K | 0.5% | +105.3% | 0.018% | |
5/9/2025 | Atria Wealth Solutions Inc. | 83,440 | $4.98M | 0.1% | +65.0% | 0.171% | |
5/9/2025 | Cary Street Partners Financial LLC | 254,776 | $15.21M | 0.5% | +15.4% | 0.522% | |
5/9/2025 | Thoroughbred Financial Services LLC | 37,228 | $2.22M | 0.1% | +6.7% | 0.076% | |
5/9/2025 | Commonwealth Equity Services LLC | 592,581 | $35.37M | 0.1% | +91.3% | 1.214% | |
5/9/2025 | Prairieview Wealth Partners LLC | 115,069 | $6.87M | 8.4% | +3.0% | 0.236% | |
5/8/2025 | MONECO Advisors LLC | 29,584 | $1.77M | 0.2% | +83.9% | 0.061% | |
5/8/2025 | BCGM Wealth Management LLC | 6,093 | $364K | 0.1% | +4.6% | 0.012% | |
5/8/2025 | Pasadena Private Wealth LLC | 3,750 | $224K | 0.0% | N/A | 0.008% | |
5/8/2025 | CAP Partners LLC | 7,139 | $426K | 0.3% | +17.9% | 0.015% | |
5/8/2025 | Arkadios Wealth Advisors | 7,042 | $420K | 0.0% | -2.9% | 0.014% | |
5/8/2025 | Cozad Asset Management Inc. | 12,186 | $727K | 0.1% | +27.0% | 0.025% | |
5/7/2025 | N.E.W. Advisory Services LLC | 374,226 | $22.33M | 1.7% | +117.4% | 0.766% | |
5/7/2025 | Indie Asset Partners LLC | 11,214 | $669K | 0.6% | -8.8% | 0.023% | |
5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 5,790 | $346K | 0.0% | N/A | 0.012% | |
5/7/2025 | Patten & Patten Inc. TN | 276,909 | $16.53M | 1.1% | +7.9% | 0.567% | |
5/7/2025 | Foundations Investment Advisors LLC | 40,321 | $2.41M | 0.0% | +43.0% | 0.083% | |
5/7/2025 | Purkiss Capital Advisors LLC | 25,212 | $1.51M | 1.1% | +13.6% | 0.052% | |
5/7/2025 | LPL Financial LLC | 1,958,754 | $116.90M | 0.0% | +64.1% | 4.011% | |
5/7/2025 | Semus Wealth Partners LLC | 18,417 | $1.10M | 0.8% | +22.2% | 0.038% | |
5/7/2025 | Bedel Financial Consulting Inc. | 19,439 | $1.16M | 0.2% | +3.4% | 0.040% | |
5/7/2025 | Nvwm LLC | 13,654 | $815K | 0.2% | -3.2% | 0.028% | |
5/7/2025 | Denver PWM LLC | 34,372 | $2.05M | 0.7% | +5.6% | 0.070% | |
5/6/2025 | USAdvisors Wealth Management LLC | 114,349 | $6.82M | 2.4% | +14.5% | 0.234% | |
5/6/2025 | Cetera Investment Advisers | 1,515,962 | $90.47M | 0.2% | +56.5% | 3.105% | |
5/6/2025 | Avantax Advisory Services Inc. | 65,941 | $3.94M | 0.0% | +49.2% | 0.135% | |
5/6/2025 | Pinnacle Associates Ltd. | 10,050 | $600K | 0.0% | N/A | 0.021% | |
5/6/2025 | AE Wealth Management LLC | 1,679 | $100K | 0.0% | +52.2% | 0.003% | |
5/6/2025 | Summit Wealth Partners LLC | 21,417 | $1.28M | 0.3% | +89.5% | 0.044% | |
5/6/2025 | DeDora Capital Inc. | 23,161 | $1.38M | 0.4% | +24.5% | 0.047% | |
5/6/2025 | Ignite Planners LLC | 7,662 | $456K | 0.1% | -23.0% | 0.016% | |
5/6/2025 | Integrity Investment Advisors LLC | 56,572 | $3.38M | 3.1% | N/A | 0.116% | |
5/5/2025 | Hazlett Burt & Watson Inc. | 435 | $26K | 0.0% | +1,179.4% | 0.001% | |
5/5/2025 | Aire Advisors LLC | 126,410 | $7.54M | 1.6% | +10.9% | 0.259% | |
5/5/2025 | WNY Asset Management LLC | 18,897 | $1.13M | 0.1% | +124.9% | 0.039% | |
5/5/2025 | IFP Advisors Inc | 6,497 | $388K | 0.0% | +87.0% | 0.013% | |
5/5/2025 | Kestra Private Wealth Services LLC | 158,688 | $9.47M | 0.2% | +12.2% | 0.325% | |
5/5/2025 | Resurgent Financial Advisors LLC | 6,928 | $413K | 0.2% | +5.0% | 0.014% | |
5/5/2025 | Private Advisor Group LLC | 237,476 | $14.17M | 0.1% | +17.3% | 0.486% | |
5/2/2025 | Fortis Group Advisors LLC | 11,350 | $677K | 0.1% | N/A | 0.023% | |
5/2/2025 | Dynasty Wealth Management LLC | 634,984 | $37.90M | 0.5% | -38.1% | 1.300% | |
5/2/2025 | HTG Investment Advisors Inc. | 221,610 | $13.23M | 5.5% | +1,376.3% | 0.454% | |
5/2/2025 | Napatree Capital LLC | 76,051 | $4.54M | 2.6% | +14.6% | 0.156% | |
5/2/2025 | Allen Capital Group LLC | 12,829 | $766K | 0.1% | +136.0% | 0.026% | |
5/2/2025 | Capital A Wealth Management LLC | 89,163 | $5.32M | 5.6% | N/A | 0.183% | |
5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 5,387 | $322K | 0.1% | N/A | 0.011% | |
5/2/2025 | Penney Financial LLC | 60,590 | $3.62M | 2.4% | +4.6% | 0.124% | |
5/2/2025 | Firestone Capital Management | 56,484 | $3.37M | 0.9% | +38.4% | 0.116% | |
5/2/2025 | Apollon Wealth Management LLC | 60,530 | $3.61M | 0.1% | +4.1% | 0.124% | |
5/2/2025 | Sigma Planning Corp | 27,635 | $1.65M | 0.1% | +73.2% | 0.057% | |
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5/2/2025 | Signaturefd LLC | 360,711 | $21.53M | 0.4% | +59.9% | 0.739% | |
5/1/2025 | Secured Retirement Advisors LLC | 50,990 | $3.04M | 2.0% | N/A | 0.104% | |
5/1/2025 | Reyes Financial Architecture Inc. | 6,494 | $388K | 0.3% | +15.5% | 0.013% | |
5/1/2025 | Hughes Financial Services LLC | 109,107 | $6.52M | 1.3% | +93.5% | 0.223% | |
5/1/2025 | Curtis Advisory Group LLC | 134,605 | $8.03M | 2.4% | +10.4% | 0.276% | |
5/1/2025 | WESPAC Advisors LLC | 5,544 | $331K | 0.3% | -5.1% | 0.011% | |
4/30/2025 | Axxcess Wealth Management LLC | 40,821 | $2.44M | 0.1% | +401.5% | 0.088% | |
4/30/2025 | John W. Brooker & Co. CPAs | 21,787 | $1.30M | 0.5% | +19.0% | 0.047% | |
4/30/2025 | Peterson Wealth Advisors LLC | 578,595 | $33.05M | 6.0% | -3.3% | 1.246% | |
4/30/2025 | Stratos Wealth Partners LTD. | 32,388 | $1.93M | 0.0% | +8.4% | 0.070% | |