7/10/2025 | Guided Capital Wealth Management LLC | 128,188 | $6.87M | 5.3% | -3.7% | 0.295% | |
7/10/2025 | Waypoint Wealth Partners Inc. | 8,194 | $439K | 0.1% | N/A | 0.019% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 412,063 | $21.91M | 0.0% | +50.0% | 0.948% | |
7/10/2025 | Focus Financial Network Inc. | 25,584 | $1.37M | 0.1% | -88.4% | 0.059% | |
7/10/2025 | Sovran Advisors LLC | 75,302 | $3.99M | 0.4% | N/A | 0.173% | |
7/9/2025 | Pallas Capital Advisors LLC | 612,640 | $32.83M | 1.3% | -2.5% | 1.410% | |
7/9/2025 | Lifelong Wealth Advisors Inc. | 566,067 | $30.34M | 10.1% | N/A | 1.303% | |
7/9/2025 | Fermata Advisors LLC | 43,291 | $2.32M | 0.6% | -87.0% | 0.100% | |
7/8/2025 | Goldstone Financial Group LLC | 154,474 | $8.21M | 1.1% | -43.2% | 0.354% | |
7/8/2025 | Gallacher Capital Management LLC | 106,630 | $5.71M | 2.6% | +3.3% | 0.244% | |
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7/8/2025 | Parallel Advisors LLC | 84,463 | $4.53M | 0.1% | -1.0% | 0.194% | |
7/7/2025 | Peterson Wealth Advisors LLC | 176,130 | $9.44M | 1.6% | +15.3% | 0.404% | |
7/7/2025 | Centurion Wealth Management LLC | 183,158 | $9.82M | 2.8% | -6.5% | 0.420% | |
7/3/2025 | TrueWealth Advisors LLC | 11,240 | $602K | 0.2% | +23.7% | 0.032% | |
5/28/2025 | Intrua Financial LLC | 666,996 | $35.70M | 5.2% | +1.9% | 1.753% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,022 | $55K | 0.0% | -52.7% | 0.003% | |
5/19/2025 | Jane Street Group LLC | 241,811 | $12.94M | 0.0% | +1,143.1% | 0.684% | |
5/16/2025 | Ascent Group LLC | 15,795 | $845K | 0.0% | +85.2% | 0.045% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 40,612 | $2.17M | 0.1% | -7.9% | 0.115% | |
5/16/2025 | Goldman Sachs Group Inc. | 197,800 | $10.59M | 0.0% | N/A | 0.561% | |
5/16/2025 | Jones Financial Companies Lllp | 13,834 | $689K | 0.0% | -85.8% | 0.039% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 38,652 | $2.07M | 1.5% | N/A | 0.109% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 7,851 | $420K | 0.3% | N/A | 0.022% | |
5/16/2025 | Ruggaard & Associates LLC | 227,038 | $12.15M | 5.3% | +0.1% | 0.642% | |
5/16/2025 | NewEdge Advisors LLC | 74,880 | $4.01M | 0.0% | +40.5% | 0.212% | |
5/16/2025 | Integrated Wealth Concepts LLC | 57,010 | $3.05M | 0.0% | N/A | 0.161% | |
5/16/2025 | AQR Capital Management LLC | 20,693 | $1.11M | 0.0% | -18.9% | 0.059% | |
5/15/2025 | EP Wealth Advisors LLC | 7,422 | $397K | 0.0% | N/A | 0.021% | |
5/15/2025 | Royal Bank of Canada | 520,962 | $27.88M | 0.0% | +52.8% | 1.474% | |
5/15/2025 | Insight Wealth Partners LLC | 87,936 | $4.71M | 0.8% | -0.7% | 0.249% | |
5/15/2025 | Baird Financial Group Inc. | 110,841 | $5.93M | 0.0% | -3.3% | 0.314% | |
5/14/2025 | Jane Street Group LLC | 241,811 | $12.94M | 0.0% | +1,143.1% | 0.684% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,531 | $82K | 0.0% | N/A | 0.004% | |
5/14/2025 | Pinnacle Wealth Management LLC | 190,615 | $10.20M | 11.5% | N/A | 0.539% | |
5/13/2025 | Tyler Stone Wealth Management | 100,677 | $5.39M | 1.0% | +8.0% | 0.285% | |
5/13/2025 | Raymond James Financial Inc. | 458,588 | $24.54M | 0.0% | N/A | 1.297% | |
5/13/2025 | HighTower Advisors LLC | 259,032 | $13.86M | 0.0% | +234.0% | 0.733% | |
5/12/2025 | Cooper Financial Group | 109,179 | $5.84M | 0.8% | -3.1% | 0.309% | |
5/12/2025 | Aveo Capital Partners LLC | 129,610 | $6.88M | 1.1% | +6.6% | 0.367% | |
5/12/2025 | Berger Financial Group Inc | 1,250,930 | $66.95M | 4.6% | +9.9% | 3.539% | |
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5/12/2025 | WBH Advisory Inc. | 9,870 | $528K | 0.0% | -10.9% | 0.028% | |
5/9/2025 | Cary Street Partners Investment Advisory LLC | 4,659 | $249K | 0.1% | -5.5% | 0.013% | |
5/9/2025 | Atria Wealth Solutions Inc. | 10,837 | $580K | 0.0% | N/A | 0.031% | |
5/9/2025 | Commonwealth Equity Services LLC | 797,987 | $42.71M | 0.1% | +230.8% | 2.257% | |
5/9/2025 | PNC Financial Services Group Inc. | 2,532 | $136K | 0.0% | N/A | 0.007% | |
5/8/2025 | IFG Advisory LLC | 14,954 | $800K | 0.0% | N/A | 0.042% | |
5/8/2025 | US Bancorp DE | 17,788 | $952K | 0.0% | +566.2% | 0.050% | |
5/8/2025 | Harbour Investments Inc. | 2,379 | $127K | 0.0% | -13.3% | 0.007% | |
5/7/2025 | Sterling Investment Advisors Ltd. | 19,960 | $1.07M | 0.3% | +33.9% | 0.056% | |
5/7/2025 | LPL Financial LLC | 4,523,594 | $242.10M | 0.1% | +101.6% | 12.797% | |
5/7/2025 | Vawter Financial Ltd. | 93,812 | $5.02M | 2.8% | +44.4% | 0.265% | |
5/6/2025 | USAdvisors Wealth Management LLC | 29,142 | $1.56M | 0.5% | +20.3% | 0.082% | |
5/6/2025 | Cetera Investment Advisers | 1,038,526 | $55.58M | 0.1% | +643.8% | 2.938% | |
5/6/2025 | Compass Financial Group Inc. | 60,748 | $3.25M | 1.7% | -1.7% | 0.172% | |
5/6/2025 | Opes Wealth Management LLC | 155,340 | $8.31M | 1.7% | N/A | 0.439% | |
5/5/2025 | Gallacher Capital Management LLC | 103,250 | $5.53M | 2.7% | +11.9% | 0.292% | |
5/5/2025 | Kestra Private Wealth Services LLC | 185,014 | $9.90M | 0.2% | +26.9% | 0.523% | |
5/5/2025 | Private Advisor Group LLC | 65,710 | $3.52M | 0.0% | +191.3% | 0.186% | |
5/5/2025 | Archer Investment Corp | 9,207 | $493K | 0.1% | N/A | 0.026% | |
5/2/2025 | Larson Financial Group LLC | 224,017 | $11.99M | 0.6% | +79.3% | 0.634% | |
5/1/2025 | CWM LLC | 104,699 | $5.60M | 0.0% | +12.1% | 0.296% | |
5/1/2025 | WESPAC Advisors LLC | 5,116 | $274K | 0.2% | N/A | 0.016% | |
4/30/2025 | Aurdan Capital Management LLC | 14,401 | $771K | 0.3% | N/A | 0.044% | |
4/30/2025 | Axxcess Wealth Management LLC | 51,490 | $2.76M | 0.1% | +23.8% | 0.157% | |
4/30/2025 | Peterson Wealth Advisors LLC | 152,771 | $8.14M | 1.5% | +4.2% | 0.464% | |
4/30/2025 | Silverlake Wealth Management LLC | 32,318 | $1.73M | 0.7% | +23.0% | 0.098% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,427,634 | $76.41M | 0.0% | +164.5% | 4.339% | |
4/29/2025 | Sutton Place Investors LLC | 7,482 | $400K | 0.3% | -9.0% | 0.023% | |
4/29/2025 | Capital Investment Advisory Services LLC | 312,574 | $16.73M | 1.5% | +3.0% | 0.950% | |
4/29/2025 | Royal Harbor Partners LLC | 164,649 | $8.81M | 3.4% | +3.5% | 0.500% | |
4/28/2025 | D.A. Davidson & CO. | 268,853 | $14.39M | 0.1% | N/A | 0.817% | |
4/28/2025 | Private Trust Co. NA | 4,352 | $233K | 0.0% | +9.8% | 0.013% | |
4/25/2025 | Essex Financial Services Inc. | 128,322 | $6.87M | 0.5% | +13.3% | 0.390% | |
4/23/2025 | SFG Wealth Management LLC. | 6,632 | $355K | 0.2% | N/A | 0.020% | |
4/23/2025 | Western Wealth Management LLC | 35,231 | $1.89M | 0.1% | +242.0% | 0.107% | |
4/23/2025 | Chapin Davis Inc. | 11,315 | $606K | 0.2% | N/A | 0.034% | |
4/22/2025 | Diversified Portfolios Inc. | 1,490,448 | $79.77M | 8.4% | +10.3% | 4.530% | |
4/22/2025 | JFS Wealth Advisors LLC | 1,889 | $101K | 0.0% | -34.6% | 0.006% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 106,035 | $5.68M | 0.0% | +258.4% | 0.322% | |
4/22/2025 | LVZ Inc. | 912,841 | $48.86M | 6.4% | +7.8% | 2.775% | |
4/22/2025 | Innealta Capital LLC | 366,917 | $19.64M | 10.6% | -0.5% | 1.115% | |
4/22/2025 | Cobblestone Asset Management LLC | 221,290 | $11.84M | 6.9% | +13.1% | 0.673% | |
4/22/2025 | Advisor Resource Council | 63,445 | $3.40M | 0.3% | N/A | 0.193% | |
4/21/2025 | Martin Worley Group | 77,955 | $4.17M | 2.4% | +17.9% | 0.237% | |
4/21/2025 | Means Investment CO. Inc. | 358,030 | $19.16M | 2.0% | +3.1% | 1.088% | |
4/21/2025 | Blue Trust Inc. | 13,835 | $740K | 0.0% | +361.2% | 0.042% | |
4/21/2025 | Guided Capital Wealth Management LLC | 133,095 | $7.12M | 6.0% | N/A | 0.405% | |
4/21/2025 | MN Wealth Advisors LLC | 16,087 | $861K | 0.5% | +6.6% | 0.049% | |
4/17/2025 | Janney Montgomery Scott LLC | 507,750 | $27.18M | 0.1% | +16.2% | 1.543% | |
4/17/2025 | Cornell Pochily Investment Advisors Inc. | 4,362 | $233K | 0.1% | N/A | 0.013% | |
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4/16/2025 | Avaii Wealth Management LLC | 23,320 | $1.25M | 0.7% | -92.2% | 0.071% | |
4/16/2025 | IAG Wealth Partners LLC | 1,080,249 | $57.82M | 9.0% | +264.6% | 3.283% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 274,659 | $14.70M | 0.0% | -7.5% | 0.835% | |
4/16/2025 | Goldstone Financial Group LLC | 272,027 | $14.56M | 2.2% | +10.0% | 0.827% | |
4/16/2025 | Twin Peaks Wealth Advisors LLC | 8,890 | $470K | 0.2% | +23.2% | 0.027% | |
4/15/2025 | Yarger Wealth Strategies LLC | 98,355 | $5.26M | 3.1% | -4.9% | 0.299% | |
4/15/2025 | Focus Financial Network Inc. | 220,881 | $11.82M | 0.5% | -3.7% | 0.671% | |
4/14/2025 | Pallas Capital Advisors LLC | 628,163 | $33.62M | 1.4% | -21.2% | 1.909% | |
4/14/2025 | Farther Finance Advisors LLC | 500 | $27K | 0.0% | +66.7% | 0.002% | |
4/14/2025 | Baldwin Wealth Partners LLC MA | 1,352,137 | $72.37M | 5.1% | +79.0% | 4.110% | |