8/15/2025 | Prevail Innovative Wealth Advisors LLC | 113,954 | $2.76M | 0.6% | -3.1% | 1.421% | |
8/14/2025 | Raymond James Financial Inc. | 1,926 | $47K | 0.0% | N/A | 0.024% | |
8/14/2025 | Napa Wealth Management | 62,550 | $1.52M | 0.7% | -11.8% | 0.780% | |
8/14/2025 | Transce3nd LLC | 7,290 | $177K | 0.1% | +6.4% | 0.091% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 43,630 | $1.06M | 0.0% | -13.9% | 0.544% | |
8/7/2025 | Blackston Financial Advisory Group LLC | 25,740 | $624K | 0.3% | N/A | 0.324% | |
8/6/2025 | Decker Retirement Planning Inc. | 26,835 | $650K | 0.4% | +174.9% | 0.338% | |
8/6/2025 | AE Wealth Management LLC | 828,157 | $20.07M | 0.1% | +33.6% | 10.417% | |
8/6/2025 | Legacy Wealth Managment LLC ID | 181,762 | $4.40M | 2.3% | +29.4% | 2.286% | |
8/6/2025 | Pekin Hardy Strauss Inc. | 18,240 | $442K | 0.1% | -11.6% | 0.229% | |
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8/5/2025 | TME Financial Inc. | 60,833 | $1.47M | 1.2% | -6.9% | 0.765% | |
8/1/2025 | FSA Advisors Inc. | 88,640 | $2.15M | 1.7% | +119.5% | 1.115% | |
8/1/2025 | Envestnet Asset Management Inc. | 219,061 | $5.31M | 0.0% | +2.4% | 2.755% | |
7/31/2025 | Whipplewood Advisors LLC | 6,535 | $158K | 0.1% | +31.7% | 0.082% | |
7/31/2025 | Stegent Equity Advisors Inc. | 95,733 | $2.32M | 2.1% | -3.4% | 1.204% | |
7/30/2025 | Mid American Wealth Advisory Group Inc. | 1,191 | $29K | 0.0% | -99.1% | 0.015% | |
7/28/2025 | WealthPLAN Partners LLC | 107,206 | $2.60M | 0.4% | -33.3% | 1.349% | |
7/28/2025 | WealthPlan Investment Management LLC | 556,049 | $13.47M | 1.0% | +14.4% | 6.994% | |
7/24/2025 | IFP Advisors Inc | 11,607 | $281K | 0.0% | +5.5% | 0.146% | |
7/18/2025 | B.O.S.S. Retirement Advisors LLC | 36,113 | $875K | 0.2% | +164.6% | 0.454% | |
7/17/2025 | Beacon Capital Management LLC | 543,354 | $13.17M | 1.8% | +15.0% | 6.835% | |
5/19/2025 | Jane Street Group LLC | 17,900 | $393K | 0.0% | -75.4% | 0.229% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 140,494 | $3.08M | 2.2% | -21.2% | 1.801% | |
5/15/2025 | OLD Mission Capital LLC | 17,422 | $382K | 0.0% | -55.5% | 0.223% | |
5/14/2025 | CreativeOne Wealth LLC | 45,938 | $1.01M | 0.0% | -32.6% | 0.589% | |
5/14/2025 | Napa Wealth Management | 70,882 | $1.56M | 0.9% | -10.4% | 0.909% | |
5/13/2025 | Seaview Investment Managers LLC | 30,656 | $673K | 0.2% | -6.8% | 0.393% | |
5/12/2025 | WealthPLAN Partners LLC | 160,649 | $3.53M | 0.5% | +2.8% | 2.060% | |
5/12/2025 | WealthPlan Investment Management LLC | 486,242 | $10.67M | 1.1% | -2.4% | 6.234% | |
5/9/2025 | Encompass More Asset Management | 66,665 | $1.46M | 0.4% | +12.7% | 0.855% | |
5/8/2025 | FSA Advisors Inc. | 40,379 | $886K | 0.7% | +77.6% | 0.518% | |
5/7/2025 | LPL Financial LLC | 243,253 | $5.34M | 0.0% | -32.5% | 3.119% | |
5/7/2025 | Inspire Advisors LLC | 13,588 | $298K | 0.0% | +4.4% | 0.174% | |
5/6/2025 | Brookwood Investment Group LLC | 15,704 | $345K | 0.1% | N/A | 0.201% | |
5/6/2025 | AE Wealth Management LLC | 620,100 | $13.61M | 0.1% | +8.1% | 7.950% | |
5/5/2025 | IFP Advisors Inc | 10,998 | $241K | 0.0% | +11.6% | 0.141% | |
5/5/2025 | Private Advisor Group LLC | 107,195 | $2.35M | 0.0% | -21.5% | 1.374% | |
5/5/2025 | Transce3nd LLC | 6,850 | $150K | 0.1% | N/A | 0.088% | |
5/2/2025 | Larson Financial Group LLC | 2,223 | $49K | 0.0% | N/A | 0.029% | |
5/1/2025 | Park Square Financial Group LLC | 1,720 | $38K | 0.0% | N/A | 0.022% | |
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5/1/2025 | Stegent Equity Advisors Inc. | 99,077 | $2.17M | 2.2% | -4.3% | 1.270% | |
4/30/2025 | POM Investment Strategies LLC | 186,966 | $4.10M | 4.8% | N/A | 2.397% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 20,625 | $453K | 0.1% | -28.3% | 0.264% | |
4/29/2025 | Envestnet Asset Management Inc. | 213,846 | $4.69M | 0.0% | -58.4% | 2.742% | |
4/24/2025 | Decker Retirement Planning Inc. | 9,762 | $214K | 0.1% | +279.3% | 0.112% | |
4/24/2025 | Elevated Capital Advisors LLC | 167,504 | $3.68M | 1.0% | +359.0% | 1.925% | |
4/21/2025 | Compass Capital Corp MA ADV | 18,543 | $430K | 0.2% | -8.3% | 0.213% | |
4/21/2025 | Beacon Capital Management LLC | 472,647 | $10.37M | 1.4% | +56.7% | 5.433% | |
4/17/2025 | Authentikos Wealth Advisory LLC | 62,411 | $1.37M | 1.1% | N/A | 0.717% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 20,202 | $443K | 0.1% | -29.6% | 0.232% | |
4/10/2025 | Whipplewood Advisors LLC | 4,961 | $109K | 0.0% | -52.7% | 0.057% | |
4/9/2025 | Mid American Wealth Advisory Group Inc. | 133,211 | $2.92M | 1.6% | +30.5% | 1.531% | |
2/19/2025 | ARQ Wealth Advisors LLC | 135,695 | $3.12M | 1.2% | -39.8% | 0.798% | |
2/18/2025 | JT Stratford LLC | 203,174 | $4.68M | 0.8% | -1.2% | 1.195% | |
2/17/2025 | Napa Wealth Management | 79,113 | $1.82M | 0.8% | -11.2% | 0.465% | |
2/14/2025 | Jane Street Group LLC | 72,742 | $1.68M | 0.0% | -46.9% | 0.428% | |
2/14/2025 | Seaview Investment Managers LLC | 32,895 | $757K | 0.2% | -8.8% | 0.194% | |
2/14/2025 | GeoWealth Management LLC | 25,139 | $579K | 0.0% | -14.2% | 0.148% | |
2/13/2025 | Belpointe Asset Management LLC | 12,194 | $287K | 0.0% | -13.7% | 0.072% | |
2/13/2025 | CreativeOne Wealth LLC | 68,136 | $1.57M | 0.0% | -13.0% | 0.401% | |
2/13/2025 | TME Financial Inc. | 72,475 | $1.70M | 1.6% | N/A | 0.426% | |
2/13/2025 | Townsquare Capital LLC | 17,176 | $395K | 0.0% | +32.9% | 0.101% | |
2/13/2025 | Legacy Investment Solutions LLC | 178,325 | $4.13M | 2.4% | +220.4% | 1.049% | |
2/13/2025 | Fortis Capital Advisors LLC | 12,027 | $283K | 0.1% | -14.8% | 0.071% | |
2/13/2025 | Advisory Services Network LLC | 13,686 | $315K | 0.0% | +12.8% | 0.081% | |
2/13/2025 | Envestnet Asset Management Inc. | 514,289 | $11.84M | 0.0% | -5.1% | 3.025% | |
2/13/2025 | Wells Fargo & Company MN | 676,918 | $15.58M | 0.0% | -2.6% | 3.982% | |
2/12/2025 | OLD Mission Capital LLC | 39,187 | $902K | 0.0% | +33.8% | 0.231% | |
2/12/2025 | Prevail Innovative Wealth Advisors LLC | 117,567 | $2.71M | 0.8% | -4.0% | 0.692% | |
2/11/2025 | LPL Financial LLC | 360,365 | $8.30M | 0.0% | -18.0% | 2.120% | |
2/10/2025 | BlackDiamond Wealth Management LLC | 141,023 | $3.25M | 1.9% | -8.2% | 0.830% | |
2/10/2025 | Harbour Investments Inc. | 8,619 | $198K | 0.0% | -16.5% | 0.051% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 18,418 | $424K | 0.0% | -20.5% | 0.108% | |
2/10/2025 | Commonwealth Equity Services LLC | 86,867 | $2M | 0.0% | +58.6% | 0.511% | |
2/7/2025 | Inspire Advisors LLC | 13,010 | $299K | 0.0% | -72.0% | 0.077% | |
2/6/2025 | Atria Investments Inc | 105,322 | $2.43M | 0.0% | -3.0% | 0.620% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 57,060 | $1.31M | 0.0% | +124.9% | 0.336% | |
2/5/2025 | SRS Capital Advisors Inc. | 24,510 | $564K | 0.0% | -10.2% | 0.144% | |
2/5/2025 | Parkside Financial Bank & Trust | 4,686 | $108K | 0.0% | +46.6% | 0.028% | |
2/5/2025 | Stegent Equity Advisors Inc. | 103,480 | $2.38M | 2.4% | -11.5% | 0.609% | |
2/5/2025 | Whipplewood Advisors LLC | 10,487 | $241K | 0.1% | N/A | 0.062% | |
2/4/2025 | IFP Advisors Inc | 9,854 | $227K | 0.0% | +4.7% | 0.058% | |
2/4/2025 | World Equity Group Inc. | 12,156 | $280K | 0.1% | N/A | 0.072% | |
2/3/2025 | Compass Capital Corp MA ADV | 20,218 | $465K | 0.2% | N/A | 0.119% | |
2/3/2025 | Legacy Capital Group California Inc. | 94,626 | $2.18M | 0.7% | +4.0% | 0.557% | |
2/3/2025 | Private Advisor Group LLC | 136,473 | $3.14M | 0.0% | -87.5% | 0.803% | |
1/31/2025 | 3EDGE Asset Management LP | 98,454 | $2.27M | 0.1% | -72.0% | 0.579% | |
1/31/2025 | Kestra Investment Management LLC | 1,627 | $37K | 0.0% | N/A | 0.010% | |
1/31/2025 | Atria Wealth Solutions Inc. | 17,070 | $393K | 0.0% | -21.8% | 0.100% | |
1/30/2025 | Principal Securities Inc. | 327,452 | $7.54M | 0.2% | +16.1% | 1.926% | |
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1/30/2025 | Beacon Capital Management LLC | 301,627 | $6.94M | 0.9% | N/A | 1.774% | |
1/30/2025 | WealthPlan Investment Management LLC | 498,091 | $11.47M | 1.1% | -8.1% | 2.930% | |
1/30/2025 | WealthPLAN Partners LLC | 156,314 | $3.60M | 0.5% | -6.7% | 0.919% | |
1/24/2025 | Panoramic Investment Advisors LLC | 10,550 | $243K | 0.2% | +5.0% | 0.062% | |
1/23/2025 | New Wave Wealth Advisors LLC | 2,684 | $62K | 0.0% | N/A | 0.016% | |
1/23/2025 | FSA Advisors Inc. | 22,733 | $523K | 0.6% | N/A | 0.134% | |
1/22/2025 | Astor Investment Management LLC | 350,313 | $8.06M | 4.1% | +1.8% | 2.061% | |
1/21/2025 | Andina Capital Management LLC | 52,893 | $1.22M | 1.0% | -2.8% | 0.311% | |
1/21/2025 | B.O.S.S. Retirement Advisors LLC | 11,276 | $260K | 0.1% | N/A | 0.066% | |
1/21/2025 | Geneos Wealth Management Inc. | 3,809 | $88K | 0.0% | N/A | 0.022% | |