8/8/2025 | Thoroughbred Financial Services LLC | 31,570 | $1.62M | 0.1% | +251.4% | 0.132% | |
8/8/2025 | Cetera Investment Advisers | 330,060 | $16.91M | 0.0% | +208.0% | 1.375% | |
8/8/2025 | Creative Planning | 5,254 | $269K | 0.0% | N/A | 0.022% | |
8/8/2025 | D Orazio & Associates Inc. | 48,637 | $2.49M | 0.4% | N/A | 0.203% | |
8/6/2025 | Horizon Investment Services LLC | 74,211 | $3.80M | 1.7% | +9.5% | 0.309% | |
8/6/2025 | Ethos Financial Group LLC | 55,283 | $2.83M | 0.2% | N/A | 0.230% | |
8/6/2025 | Three Cord True Wealth Management LLC | 243,526 | $12.48M | 9.3% | N/A | 1.015% | |
8/6/2025 | Able Wealth Management LLC | 96,152 | $4.93M | 2.5% | N/A | 0.401% | |
8/5/2025 | Sigma Planning Corp | 58,202 | $2.98M | 0.1% | +23.1% | 0.243% | |
8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 2,000 | $102K | 0.0% | +104.1% | 0.008% | |
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8/4/2025 | Creative Financial Designs Inc. ADV | 492 | $25K | 0.0% | N/A | 0.002% | |
8/4/2025 | Amplius Wealth Advisors LLC | 145,347 | $7.45M | 0.7% | +7.1% | 0.606% | |
8/4/2025 | Atria Investments Inc | 74,283 | $3.81M | 0.0% | N/A | 0.310% | |
8/4/2025 | World Investment Advisors | 8,580 | $440K | 0.0% | -9.7% | 0.036% | |
8/1/2025 | Envestnet Asset Management Inc. | 339,277 | $17.39M | 0.0% | +131.9% | 1.414% | |
7/31/2025 | Trademark Financial Management LLC | 97,301 | $4.99M | 3.1% | +114.5% | 0.405% | |
7/30/2025 | Brookstone Capital Management | 89,688 | $4.60M | 0.1% | +20.5% | 0.374% | |
7/29/2025 | Systelligence LLC | 161,772 | $8.29M | 1.5% | -3.9% | 0.674% | |
7/29/2025 | Stratos Wealth Partners LTD. | 9,660 | $495K | 0.0% | +5.3% | 0.040% | |
7/29/2025 | Private Trust Co. NA | 1,107 | $57K | 0.0% | +99.8% | 0.005% | |
7/28/2025 | Tower Wealth Partners Inc. | 21,174 | $1.09M | 0.6% | N/A | 0.088% | |
7/28/2025 | WJ Wealth Management LLC | 50,588 | $2.59M | 0.8% | N/A | 0.211% | |
7/28/2025 | Lunt Capital Management Inc. | 30,408 | $1.56M | 0.6% | -6.4% | 0.127% | |
7/28/2025 | Harbour Investments Inc. | 110,958 | $5.69M | 0.1% | +294.3% | 0.462% | |
7/28/2025 | CGC Financial Services LLC | 14,026 | $719K | 0.2% | -10.1% | 0.058% | |
7/28/2025 | RFG Advisory LLC | 13,557 | $695K | 0.0% | N/A | 0.056% | |
7/28/2025 | Perfromance Wealth Partners LLC | 23,055 | $1.18M | 0.0% | N/A | 0.096% | |
7/25/2025 | CWM LLC | 337,472 | $17.29M | 0.1% | +16.0% | 1.406% | |
7/25/2025 | Apollon Wealth Management LLC | 14,945 | $766K | 0.0% | N/A | 0.062% | |
7/24/2025 | FinDec Wealth Services Inc. | 4,366 | $224K | 0.2% | -46.3% | 0.018% | |
7/23/2025 | Clear Creek Financial Management LLC | 63,998 | $3.28M | 0.3% | N/A | 0.273% | |
7/23/2025 | WESPAC Advisors LLC | 13,271 | $680K | 0.5% | N/A | 0.057% | |
7/23/2025 | Wise Wealth Partners | 44,507 | $2.28M | 3.8% | N/A | 0.190% | |
7/23/2025 | Foresight Capital Management Advisors Inc. | 6,835 | $350K | 0.2% | N/A | 0.029% | |
7/23/2025 | Drake & Associates LLC | 336,654 | $17.25M | 4.2% | N/A | 1.436% | |
7/22/2025 | Kraematon Investment Advisors Inc. | 14,201 | $728K | 0.7% | N/A | 0.061% | |
7/22/2025 | USAdvisors Wealth Management LLC | 62,023 | $3.18M | 1.2% | N/A | 0.264% | |
7/21/2025 | Ameriflex Group Inc. | 12,833 | $651K | 0.3% | +8.1% | 0.055% | |
7/21/2025 | Ameritas Advisory Services LLC | 29,558 | $1.52M | 0.1% | N/A | 0.126% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 185,000 | $9.48M | 0.0% | +15.6% | 0.789% | |
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7/18/2025 | Dogwood Wealth Management LLC | 99,891 | $5.08M | 2.5% | N/A | 0.416% | |
7/18/2025 | Truist Financial Corp | 7,928 | $406K | 0.0% | +31.6% | 0.033% | |
7/18/2025 | Lockerman Financial Group Inc. | 4,362 | $224K | 0.3% | N/A | 0.018% | |
7/17/2025 | Janney Montgomery Scott LLC | 42,970 | $2.20M | 0.0% | +77.5% | 0.185% | |
7/17/2025 | Cyr Financial Inc. | 158,632 | $8.13M | 6.3% | N/A | 0.682% | |
7/17/2025 | Alpine Bank Wealth Management | 97,132 | $4.98M | 0.8% | +33.7% | 0.418% | |
7/16/2025 | ORG Partners LLC | 111,146 | $5.68M | 1.2% | +91.5% | 0.478% | |
7/16/2025 | Embree Financial Group | 38,783 | $1.99M | 0.3% | +131.2% | 0.167% | |
7/16/2025 | Legend Financial Advisors Inc. | 117,485 | $6.02M | 4.0% | +11.3% | 0.505% | |
7/16/2025 | Perigon Wealth Management LLC | 7,650 | $392K | 0.0% | N/A | 0.033% | |
7/15/2025 | StoneCrest Wealth Management Inc. | 160,476 | $8.22M | 3.9% | N/A | 0.690% | |
7/14/2025 | Armstrong Advisory Group Inc. | 1,480 | $76K | 0.0% | N/A | 0.007% | |
7/14/2025 | Southland Equity Partners LLC | 18,131 | $929K | 0.2% | +4.5% | 0.081% | |
7/11/2025 | Meriwether Wealth & Planning LLC | 11,345 | $581K | 0.4% | N/A | 0.051% | |
7/11/2025 | Farther Finance Advisors LLC | 2,472 | $127K | 0.0% | N/A | 0.011% | |
7/11/2025 | Silver Oak Securities Incorporated | 145,966 | $7.48M | 0.6% | +43,602.4% | 0.662% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 260,149 | $13.20M | 0.0% | +60.2% | 1.180% | |
7/10/2025 | Professional Financial Advisors LLC | 68,136 | $3.49M | 0.8% | +2.0% | 0.309% | |
7/9/2025 | Brand Asset Management Group Inc. | 10,988 | $563K | 0.2% | N/A | 0.050% | |
7/9/2025 | Key Client Fiduciary Advisors LLC | 9,762 | $500K | 0.2% | +35.1% | 0.044% | |
7/9/2025 | WealthCare Investment Partners LLC | 42,352 | $2.15M | 0.8% | N/A | 0.192% | |
7/8/2025 | Adamsbrown Wealth Consultants LLC | 55,602 | $2.85M | 0.8% | +12.9% | 0.256% | |
7/7/2025 | TruWealth Advisors LLC | 7,657 | $392K | 0.0% | N/A | 0.035% | |
7/7/2025 | RDA Financial Network | 42,682 | $2.19M | 0.6% | N/A | 0.197% | |
5/19/2025 | Jane Street Group LLC | 13,736 | $607K | 0.0% | -89.7% | 0.096% | |
5/16/2025 | McIlrath & Eck LLC | 270,354 | $11.94M | 1.5% | N/A | 1.891% | |
5/15/2025 | Titleist Asset Management LLC | 124,398 | $5.49M | 0.6% | +0.4% | 0.870% | |
5/14/2025 | Arizona PSPRS Trust | 93,668 | $4.14M | 0.1% | N/A | 0.655% | |
5/14/2025 | Legend Financial Advisors Inc. | 105,543 | $4.66M | 3.4% | N/A | 0.738% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 243,087 | $10.74M | 0.0% | +4,988.7% | 1.700% | |
5/14/2025 | Flow Traders U.S. LLC | 20,827 | $920K | 0.0% | N/A | 0.146% | |
5/13/2025 | Raymond James Financial Inc. | 135,107 | $5.97M | 0.0% | +6.8% | 0.945% | |
5/12/2025 | Atlas Capital Advisors Inc. | 28,148 | $1.24M | 0.2% | -9.0% | 0.197% | |
5/9/2025 | Thoroughbred Financial Services LLC | 8,983 | $396K | 0.0% | N/A | 0.063% | |
5/8/2025 | Harbour Investments Inc. | 28,142 | $1.24M | 0.0% | +38.7% | 0.197% | |
5/7/2025 | LPL Financial LLC | 934,345 | $41.26M | 0.0% | +64.1% | 6.534% | |
5/7/2025 | Valued Retirements Inc. | 4,765 | $210K | 0.3% | N/A | 0.033% | |
5/6/2025 | Cetera Investment Advisers | 107,147 | $4.73M | 0.0% | N/A | 0.749% | |
5/6/2025 | Avantax Advisory Services Inc. | 11,950 | $528K | 0.0% | +86.6% | 0.084% | |
5/5/2025 | Lunt Capital Management Inc. | 32,483 | $1.43M | 0.5% | N/A | 0.227% | |
5/5/2025 | Horizon Investment Services LLC | 67,742 | $2.99M | 1.5% | +150.5% | 0.474% | |
5/5/2025 | Private Advisor Group LLC | 41,626 | $1.84M | 0.0% | +11.2% | 0.291% | |
5/2/2025 | Sigma Planning Corp | 47,280 | $2.09M | 0.1% | +21.4% | 0.331% | |
5/1/2025 | CWM LLC | 290,934 | $12.85M | 0.1% | N/A | 2.035% | |
4/30/2025 | Leavell Investment Management Inc. | 5,865 | $259K | 0.0% | -4.7% | 0.041% | |
4/30/2025 | Stratos Wealth Partners LTD. | 9,172 | $405K | 0.0% | +13.0% | 0.064% | |
4/29/2025 | Envestnet Asset Management Inc. | 146,333 | $6.46M | 0.0% | +10.6% | 1.245% | |
4/29/2025 | World Investment Advisors | 9,501 | $420K | 0.0% | N/A | 0.081% | |
4/29/2025 | Brookstone Capital Management | 74,421 | $3.29M | 0.0% | +115.3% | 0.633% | |
4/28/2025 | Capstone Wealth Management Group LLC | 26,523 | $1.17M | 0.9% | N/A | 0.114% | |
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4/25/2025 | Trademark Financial Management LLC | 45,370 | $2.00M | 1.5% | +330.9% | 0.386% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 160,000 | $7.11M | 0.0% | N/A | 1.362% | |
4/23/2025 | Alpine Bank Wealth Management | 72,652 | $3.21M | 0.5% | N/A | 0.618% | |
4/23/2025 | Embree Financial Group | 16,774 | $741K | 0.1% | N/A | 0.143% | |
4/23/2025 | Systelligence LLC | 168,263 | $7.43M | 1.8% | -23.1% | 1.432% | |
4/23/2025 | Professional Financial Advisors LLC | 66,771 | $2.95M | 0.7% | +6.2% | 0.568% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 26,218 | $1.16M | 0.0% | +104.2% | 0.223% | |
4/21/2025 | ORG Partners LLC | 58,044 | $2.49M | 0.6% | +131.1% | 0.494% | |
4/21/2025 | ORG Wealth Partners LLC | 705 | $31K | 0.0% | N/A | 0.006% | |
4/17/2025 | Janney Montgomery Scott LLC | 24,208 | $1.07M | 0.0% | N/A | 0.206% | |