8/19/2025 | Advisory Services Network LLC | 44,769 | $1.36M | 0.0% | +9.4% | 0.445% | |
8/15/2025 | Smartleaf Asset Management LLC | 16,777 | $503K | 0.0% | +4,094.3% | 0.167% | |
8/15/2025 | MML Investors Services LLC | 333,975 | $10.04M | 0.0% | +39.1% | 3.317% | |
8/15/2025 | Bank of America Corp DE | 16,493 | $496K | 0.0% | N/A | 0.164% | |
8/14/2025 | Jane Street Group LLC | 66,174 | $1.99M | 0.0% | +844.9% | 0.657% | |
8/14/2025 | Ausdal Financial Partners Inc. | 24,015 | $722K | 0.0% | -1.4% | 0.238% | |
8/13/2025 | Victory Financial Group LLC | 115,276 | $3.46M | 0.5% | -3.2% | 1.145% | |
8/13/2025 | Smith Moore & CO. | 163,948 | $4.93M | 0.4% | +7.6% | 1.628% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 195,657 | $5.88M | 0.0% | +5.6% | 1.943% | |
8/12/2025 | CreativeOne Wealth LLC | 8,064 | $242K | 0.0% | N/A | 0.080% | |
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8/11/2025 | Western Wealth Management LLC | 12,107 | $364K | 0.0% | +10.9% | 0.108% | |
8/8/2025 | Meridian Wealth Management LLC | 119,112 | $3.58M | 0.2% | +1,413.1% | 1.064% | |
8/7/2025 | PFG Advisors | 21,720 | $653K | 0.0% | -8.4% | 0.194% | |
8/6/2025 | AE Wealth Management LLC | 6,727 | $202K | 0.0% | -20.6% | 0.060% | |
8/6/2025 | Golden State Wealth Management LLC | 9,332 | $280K | 0.0% | +80.9% | 0.083% | |
8/4/2025 | L.M. Kohn & Company | 49,195 | $1.48M | 0.4% | N/A | 0.439% | |
8/1/2025 | Envestnet Asset Management Inc. | 354,510 | $10.65M | 0.0% | +22.2% | 3.165% | |
7/31/2025 | 3EDGE Asset Management LP | 87,080 | $2.62M | 0.2% | +253.9% | 0.778% | |
7/30/2025 | Lionsbridge Wealth Management LLC | 23,019 | $692K | 0.7% | -86.0% | 0.206% | |
7/29/2025 | Stephens Inc. AR | 269,709 | $8.11M | 0.1% | +193.5% | 2.408% | |
7/29/2025 | Stratos Wealth Advisors LLC | 54,497 | $1.64M | 0.1% | -61.3% | 0.487% | |
7/29/2025 | Stratos Investment Management LLC | 290,978 | $8.74M | 0.4% | +47.6% | 2.598% | |
7/28/2025 | WealthPLAN Partners LLC | 318,558 | $9.57M | 1.5% | -40.4% | 2.844% | |
7/28/2025 | WealthPlan Investment Management LLC | 658,530 | $19.79M | 1.4% | +42.3% | 5.880% | |
7/25/2025 | Atria Wealth Solutions Inc. | 8,010 | $241K | 0.0% | -18.0% | 0.074% | |
7/25/2025 | CWM LLC | 576,177 | $17.31M | 0.1% | +6.7% | 5.325% | |
7/24/2025 | Leo Wealth LLC | 151,944 | $4.57M | 0.4% | N/A | 1.416% | |
7/22/2025 | Belpointe Asset Management LLC | 139,806 | $4.20M | 0.2% | N/A | 1.303% | |
7/22/2025 | Keudell Morrison Wealth Management | 489,872 | $14.72M | 3.3% | -41.7% | 4.565% | |
7/21/2025 | Ameritas Advisory Services LLC | 137,542 | $4.13M | 0.2% | -60.5% | 1.282% | |
7/18/2025 | PFG Investments LLC | 14,818 | $445K | 0.0% | N/A | 0.132% | |
7/17/2025 | Alpine Bank Wealth Management | 901 | $27K | 0.0% | -100.0% | 0.008% | |
7/16/2025 | Cambridge Advisors Inc. | 33,255 | $999K | 0.2% | +73.1% | 0.310% | |
7/14/2025 | Financial Enhancement Group LLC | 122,709 | $3.70M | 0.5% | +42.4% | 1.126% | |
7/11/2025 | Skyline Advisors Inc. | 30,861 | $927K | 0.3% | N/A | 0.283% | |
7/11/2025 | Farther Finance Advisors LLC | 165,494 | $4.97M | 0.1% | -2.5% | 1.518% | |
7/9/2025 | Bay Rivers Group | 14,469 | $435K | 0.2% | +2.8% | 0.133% | |
7/9/2025 | Reyes Financial Architecture Inc. | 24,921 | $749K | 0.6% | +123.5% | 0.229% | |
7/7/2025 | Peterson Wealth Advisors LLC | 147,533 | $4.43M | 0.7% | -5.4% | 1.354% | |
5/19/2025 | Jane Street Group LLC | 7,003 | $200K | 0.0% | -54.4% | 0.050% | |
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5/16/2025 | Ashton Thomas Private Wealth LLC | 8,629 | $247K | 0.0% | N/A | 0.061% | |
5/14/2025 | Lionsbridge Wealth Management LLC | 164,572 | $4.70M | 4.2% | -6.3% | 1.171% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 185,356 | $5.30M | 0.0% | +3.5% | 1.319% | |
5/13/2025 | HighTower Advisors LLC | 312,159 | $8.92M | 0.0% | +3.5% | 2.222% | |
5/12/2025 | Meridian Wealth Management LLC | 7,872 | $225K | 0.0% | N/A | 0.056% | |
5/12/2025 | WealthPLAN Partners LLC | 534,849 | $15.28M | 2.2% | +0.1% | 3.807% | |
5/12/2025 | WealthPlan Investment Management LLC | 462,710 | $13.22M | 1.3% | -22.9% | 3.293% | |
5/9/2025 | Atria Wealth Solutions Inc. | 9,763 | $279K | 0.0% | -14.5% | 0.069% | |
5/9/2025 | Encompass More Asset Management | 29,708 | $849K | 0.3% | N/A | 0.211% | |
5/7/2025 | LPL Financial LLC | 1,205,268 | $34.44M | 0.0% | +10.9% | 8.578% | |
5/6/2025 | Cetera Investment Advisers | 25,505 | $729K | 0.0% | +11.0% | 0.182% | |
5/6/2025 | AE Wealth Management LLC | 8,468 | $242K | 0.0% | -15.1% | 0.060% | |
5/6/2025 | Advisors Preferred LLC | 18,272 | $523K | 0.1% | N/A | 0.130% | |
5/5/2025 | ARQ Wealth Advisors LLC | 240,950 | $6.89M | 2.6% | -0.4% | 1.715% | |
5/5/2025 | Private Advisor Group LLC | 819,883 | $23.43M | 0.1% | +17.7% | 5.835% | |
5/2/2025 | Larson Financial Group LLC | 2,015 | $58K | 0.0% | N/A | 0.014% | |
5/1/2025 | Reyes Financial Architecture Inc. | 11,148 | $319K | 0.2% | -5.9% | 0.079% | |
5/1/2025 | CWM LLC | 540,212 | $15.44M | 0.1% | +6.5% | 3.845% | |
5/1/2025 | Stephens Inc. AR | 91,884 | $2.63M | 0.0% | +172.0% | 0.654% | |
5/1/2025 | 3EDGE Asset Management LP | 24,603 | $703K | 0.0% | N/A | 0.175% | |
5/1/2025 | Northwest Capital Management Inc | 3,703 | $106K | 0.0% | -32.4% | 0.026% | |
5/1/2025 | Harmony Asset Management LLC | 135,004 | $3.86M | 1.6% | +6.5% | 0.961% | |
4/30/2025 | Peterson Wealth Advisors LLC | 156,031 | $4.31M | 0.8% | +191.0% | 1.111% | |
4/30/2025 | Stratos Wealth Advisors LLC | 140,793 | $4.02M | 0.2% | -15.8% | 1.002% | |
4/30/2025 | Stratos Investment Management LLC | 197,148 | $5.63M | 0.3% | N/A | 1.403% | |
4/29/2025 | Envestnet Asset Management Inc. | 290,085 | $8.29M | 0.0% | +140.2% | 2.065% | |
4/29/2025 | OneDigital Investment Advisors LLC | 64,738 | $1.85M | 0.0% | +377.9% | 0.461% | |
4/25/2025 | Morton Brown Family Wealth LLC | 1,311 | $37K | 0.0% | N/A | 0.009% | |
4/25/2025 | Ameritas Advisory Services LLC | 348,050 | $10.22M | 0.4% | -16.2% | 2.481% | |
4/25/2025 | Wise Wealth Partners | 75,376 | $2.15M | 5.1% | N/A | 0.537% | |
4/24/2025 | Cambridge Advisors Inc. | 19,209 | $549K | 0.1% | N/A | 0.137% | |
4/24/2025 | Golden State Wealth Management LLC | 5,158 | $147K | 0.0% | N/A | 0.037% | |
4/23/2025 | SFG Wealth Management LLC. | 36,936 | $1.06M | 0.5% | N/A | 0.263% | |
4/23/2025 | Western Wealth Management LLC | 10,913 | $312K | 0.0% | N/A | 0.078% | |
4/23/2025 | Alpine Bank Wealth Management | 1,852,658 | $52.94M | 8.5% | N/A | 13.205% | |
4/23/2025 | Golden State Wealth Management LLC | 10,316 | $295K | 0.0% | N/A | 0.074% | |
4/23/2025 | Financial Enhancement Group LLC | 86,194 | $2.42M | 0.4% | +43.8% | 0.614% | |
4/23/2025 | Keudell Morrison Wealth Management | 839,669 | $23.99M | 5.7% | +62.5% | 5.985% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 116,456 | $3.33M | 0.1% | N/A | 0.830% | |
4/14/2025 | Farther Finance Advisors LLC | 169,796 | $4.86M | 0.1% | N/A | 1.210% | |
4/10/2025 | Bay Rivers Group | 14,070 | $402K | 0.2% | +8.2% | 0.100% | |
2/19/2025 | ARQ Wealth Advisors LLC | 241,981 | $7.13M | 2.7% | +0.9% | 4.101% | |
2/18/2025 | Harmony Asset Management LLC | 126,719 | $3.74M | 1.5% | +64.7% | 2.148% | |
2/17/2025 | Cetera Investment Advisers | 22,982 | $678K | 0.0% | -26.3% | 0.390% | |
2/14/2025 | Jane Street Group LLC | 15,354 | $453K | 0.0% | N/A | 0.260% | |
2/14/2025 | Betterment LLC | 7,802 | $230K | 0.0% | N/A | 0.132% | |
2/14/2025 | OneDigital Investment Advisors LLC | 13,547 | $399K | 0.0% | N/A | 0.230% | |
2/14/2025 | TD Waterhouse Canada Inc. | 17,614 | $518K | 0.0% | N/A | 0.299% | |
2/14/2025 | MML Investors Services LLC | 76,607 | $2.26M | 0.0% | N/A | 1.298% | |
2/13/2025 | Envestnet Asset Management Inc. | 120,784 | $3.56M | 0.0% | +282.4% | 2.047% | |
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2/13/2025 | Smith Moore & CO. | 197,103 | $5.81M | 0.5% | -1.8% | 3.341% | |
2/12/2025 | JPMorgan Chase & Co. | 3,630 | $107K | 0.0% | +12.1% | 0.062% | |
2/11/2025 | LPL Financial LLC | 1,086,617 | $32.03M | 0.0% | +195.6% | 18.417% | |
2/10/2025 | Commonwealth Equity Services LLC | 37,870 | $1.12M | 0.0% | -55.1% | 0.642% | |
2/7/2025 | PFG Advisors | 23,934 | $706K | 0.0% | -3.3% | 0.406% | |
2/7/2025 | HighTower Advisors LLC | 301,468 | $8.89M | 0.0% | +76.4% | 5.110% | |
2/6/2025 | Assetmark Inc. | 1,175 | $35K | 0.0% | N/A | 0.020% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 179,021 | $5.28M | 0.0% | +1.8% | 3.034% | |
2/5/2025 | Middleton & Co. Inc. MA | 13,025 | $384K | 0.0% | -18.5% | 0.221% | |
2/5/2025 | Proficio Capital Partners LLC | 308,656 | $9.10M | 0.0% | +2,848.0% | 5.231% | |