5/2/2025 | Kingsview Wealth Management LLC | 5,115 | $596K | 0.0% | -4.7% | 0.013% | |
5/2/2025 | Tectonic Advisors LLC | 1,726 | $201K | 0.0% | N/A | 0.004% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 230 | $27K | 0.0% | N/A | 0.001% | |
5/2/2025 | Sigma Planning Corp | 14,833 | $1.73M | 0.1% | -43.3% | 0.038% | |
5/2/2025 | Signaturefd LLC | 457 | $53K | 0.0% | -31.2% | 0.001% | |
5/1/2025 | Florida Financial Advisors LLC | 3,021 | $352K | 0.1% | -29.4% | 0.008% | |
5/1/2025 | Bleakley Financial Group LLC | 19,090 | $2.23M | 0.1% | N/A | 0.049% | |
5/1/2025 | CWM LLC | 10,721 | $1.25M | 0.0% | -91.0% | 0.028% | |
5/1/2025 | Auour Investments LLC | 1,785 | $217K | 0.1% | N/A | 0.005% | |
5/1/2025 | Fulcrum Equity Management | 9,556 | $1.11M | 1.2% | -9.7% | 0.025% | |
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5/1/2025 | Gateway Wealth Partners LLC | 3,646 | $425K | 0.1% | -2.9% | 0.009% | |
5/1/2025 | Stegent Equity Advisors Inc. | 4,951 | $577K | 0.6% | -61.3% | 0.013% | |
4/30/2025 | Cerity Partners LLC | 19,157 | $2.23M | 0.0% | +63.9% | 0.049% | |
4/30/2025 | Adapt Wealth Advisors LLC | 71,828 | $8.37M | 4.1% | +14.6% | 0.185% | |
4/30/2025 | Axxcess Wealth Management LLC | 346,766 | $40.42M | 1.1% | 0.0% | 0.892% | |
4/30/2025 | Stratos Wealth Partners LTD. | 13,948 | $1.63M | 0.0% | -18.3% | 0.036% | |
4/30/2025 | Stratos Wealth Advisors LLC | 6,763 | $788K | 0.0% | -68.3% | 0.017% | |
4/30/2025 | Stratos Investment Management LLC | 12,863 | $1.50M | 0.1% | N/A | 0.033% | |
4/30/2025 | Brown Advisory Inc. | 3,253 | $379K | 0.0% | N/A | 0.008% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 3,488 | $407K | 0.0% | -16.9% | 0.009% | |
4/29/2025 | Envestnet Asset Management Inc. | 142,031 | $16.55M | 0.0% | +2.1% | 0.365% | |
4/29/2025 | Penserra Capital Management LLC | 32,819 | $3.83M | 0.1% | N/A | 0.084% | |
4/29/2025 | Riggs Asset Managment Co. Inc. | 28,285 | $3.30M | 0.9% | +2.1% | 0.073% | |
4/29/2025 | Concurrent Investment Advisors LLC | 3,633 | $423K | 0.0% | N/A | 0.009% | |
4/29/2025 | Capital Investment Advisory Services LLC | 8,197 | $955K | 0.1% | +15.6% | 0.021% | |
4/29/2025 | Strategic Blueprint LLC | 9,672 | $1.13M | 0.1% | +75.1% | 0.025% | |
4/29/2025 | Brookstone Capital Management | 14,371 | $1.68M | 0.0% | +14.6% | 0.037% | |
4/28/2025 | Castle Wealth Management LLC | 39,645 | $4.62M | 1.8% | +2.0% | 0.102% | |
4/28/2025 | Mutual Advisors LLC | 2,552 | $306K | 0.0% | -19.7% | 0.007% | |
4/28/2025 | Milestone Investment Advisors LLC | 213 | $25K | 0.0% | N/A | 0.001% | |
4/28/2025 | DAVENPORT & Co LLC | 18,081 | $2.11M | 0.0% | -1.2% | 0.047% | |
4/28/2025 | Summit Trail Advisors LLC | 329,009 | $38.35M | 1.3% | -38.9% | 0.846% | |
4/28/2025 | Clear Creek Financial Management LLC | 2,395 | $279K | 0.0% | -52.1% | 0.006% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 1,835 | $213K | 0.1% | N/A | 0.005% | |
4/25/2025 | Ameritas Advisory Services LLC | 8,078 | $930K | 0.0% | -10.9% | 0.021% | |
4/25/2025 | Essex Financial Services Inc. | 3,124 | $364K | 0.0% | -30.6% | 0.008% | |
4/25/2025 | Sovran Advisors LLC | 12,819 | $1.48M | 0.2% | +4.5% | 0.033% | |
4/25/2025 | Guardian Asset Advisors LLC | 10,433 | $1.22M | 0.8% | -1.3% | 0.027% | |
4/25/2025 | Uniting Wealth Partners LLC | 55,024 | $6.41M | 3.2% | -0.6% | 0.142% | |
4/24/2025 | Golden State Wealth Management LLC | 23,408 | $2.73M | 0.4% | +4.3% | 0.060% | |
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4/24/2025 | Kraft Davis & Associates LLC | 3,177 | $360K | 0.1% | -82.5% | 0.008% | |
4/23/2025 | KPP Advisory Services LLC | 31,631 | $3.69M | 0.7% | N/A | 0.081% | |
4/23/2025 | Western Wealth Management LLC | 8,089 | $943K | 0.1% | +8.3% | 0.021% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 28,615 | $3.34M | 0.3% | +2.0% | 0.074% | |
4/23/2025 | Perigon Wealth Management LLC | 76,968 | $8.97M | 0.2% | -0.7% | 0.198% | |
4/23/2025 | Golden State Wealth Management LLC | 46,813 | $5.46M | 0.4% | +108.5% | 0.120% | |
4/23/2025 | Aurora Private Wealth Inc. | 273,543 | $31.88M | 0.9% | +11,555.0% | 0.704% | |
4/23/2025 | Spire Wealth Management | 3,518 | $410K | 0.0% | +10.4% | 0.009% | |
4/23/2025 | International Assets Investment Management LLC | 4,348 | $507K | 0.0% | +3.6% | 0.011% | |
4/23/2025 | Oppenheimer & Co. Inc. | 18,043 | $2.10M | 0.0% | -44.1% | 0.046% | |
4/22/2025 | XML Financial LLC | 2,486 | $290K | 0.0% | -32.2% | 0.006% | |
4/22/2025 | Flagship Harbor Advisors LLC | 13,287 | $1.55M | 0.1% | -39.7% | 0.034% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 169,620 | $19.77M | 0.1% | -20.4% | 0.436% | |
4/22/2025 | Ellis Investment Partners LLC | 15,980 | $1.86M | 0.4% | -2.3% | 0.041% | |
4/22/2025 | MinichMacGregor Wealth Management LLC | 3,086 | $360K | 0.1% | -5.3% | 0.008% | |
4/22/2025 | Nilsine Partners LLC | 11,672 | $1.36M | 0.1% | -24.2% | 0.030% | |
4/22/2025 | Advisor Resource Council | 4,173 | $486K | 0.0% | N/A | 0.011% | |
4/21/2025 | LongView Wealth Management | 3,059 | $357K | 0.1% | +6.6% | 0.008% | |
4/21/2025 | Curran Financial Partners LLC | 2,481 | $289K | 0.1% | +5.5% | 0.006% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,027 | $237K | 0.0% | -9.5% | 0.005% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,280 | $499K | 0.0% | -7.8% | 0.011% | |
4/21/2025 | JBR Co Financial Management Inc | 6,564 | $765K | 0.4% | +21.5% | 0.017% | |
4/18/2025 | Lion Street Advisors LLC | 2,742 | $320K | 0.1% | +3.3% | 0.007% | |
4/17/2025 | Searcy Financial Services Inc. ADV | 128,355 | $14.96M | 6.5% | +0.1% | 0.330% | |
4/17/2025 | Sowell Financial Services LLC | 10,838 | $1.26M | 0.1% | +1.6% | 0.028% | |
4/17/2025 | Janney Montgomery Scott LLC | 28,333 | $3.30M | 0.0% | -69.1% | 0.073% | |
4/17/2025 | Keystone Wealth Services LLC | 12,069 | $1.41M | 0.4% | +3.3% | 0.031% | |
4/17/2025 | Access Financial Services Inc. | 5,821 | $678K | 0.3% | N/A | 0.015% | |
4/17/2025 | Sound Income Strategies LLC | 403 | $47K | 0.0% | N/A | 0.001% | |
4/17/2025 | Pacific Sun Financial Corp | 29,115 | $3.39M | 1.9% | +2.0% | 0.075% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 7,132 | $831K | 0.0% | -2.4% | 0.018% | |
4/17/2025 | American Institute for Advanced Investment Management LLP | 14,993 | $1.75M | 1.3% | +3.1% | 0.039% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 12,794 | $1.49M | 0.0% | +10.6% | 0.033% | |
4/16/2025 | BigSur Wealth Management LLC | 11,782 | $1.37M | 0.4% | +14.6% | 0.030% | |
4/16/2025 | Hickory Asset Management Inc. | 3,443 | $401K | 0.4% | -4.8% | 0.009% | |
4/16/2025 | Relyea Zuckerberg Hanson LLC | 1,722 | $201K | 0.0% | -39.3% | 0.004% | |
4/16/2025 | Patriot Investment Management Group Inc. | 1,735 | $202K | 0.0% | N/A | 0.004% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 4,265 | $497K | 0.1% | +16.9% | 0.011% | |
4/15/2025 | Fifth Third Bancorp | 414 | $48K | 0.0% | +840.9% | 0.001% | |
4/15/2025 | Capital Advisors Ltd. LLC | 22,865 | $2.67M | 0.4% | +11.6% | 0.059% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 3,720 | $434K | 0.0% | -2.3% | 0.010% | |
4/15/2025 | Focus Financial Network Inc. | 15,385 | $1.79M | 0.1% | +17.8% | 0.040% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 8,902 | $1.04M | 0.0% | -22.2% | 0.023% | |
4/14/2025 | WFA Asset Management Corp | 251 | $29K | 0.0% | -77.8% | 0.001% | |
4/14/2025 | CMH Wealth Management LLC | 45,115 | $5.26M | 1.3% | +5.2% | 0.115% | |
4/14/2025 | Outlook Wealth Advisors LLC | 11,984 | $1.40M | 0.4% | +26.1% | 0.031% | |
4/14/2025 | Park Avenue Securities LLC | 23,435 | $2.73M | 0.0% | +187.6% | 0.060% | |
4/14/2025 | City Center Advisors LLC | 9,413 | $1.10M | 1.3% | +24.1% | 0.024% | |
4/14/2025 | Miracle Mile Advisors LLC | 365,095 | $42.55M | 0.9% | -31.6% | 0.932% | |
4/11/2025 | Permanent Capital Management LP | 48,913 | $5.70M | 1.6% | -15.9% | 0.125% | |
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4/10/2025 | Hennion & Walsh Asset Management Inc. | 4,125 | $481K | 0.0% | -4.0% | 0.011% | |
4/9/2025 | Capital Asset Advisory Services LLC | 347,578 | $41.30M | 2.1% | 0.0% | 0.887% | |
4/9/2025 | HBW Advisory Services LLC | 3,240 | $378K | 0.1% | +56.7% | 0.008% | |
4/9/2025 | Merit Financial Group LLC | 15,542 | $1.81M | 0.0% | +19.0% | 0.040% | |
4/9/2025 | NBC Securities Inc. | 5,844 | $681K | 0.1% | +97,300.0% | 0.015% | |
4/8/2025 | Presidio Capital Management LLC | 88,423 | $10.31M | 4.2% | +2.5% | 0.226% | |
4/8/2025 | Parallel Advisors LLC | 485 | $57K | 0.0% | -28.1% | 0.001% | |
4/7/2025 | GAMMA Investing LLC | 49,534 | $57.73M | 0.0% | +11,555.1% | 0.126% | |
4/2/2025 | Marcum Wealth LLC | 3,419 | $398K | 0.0% | +2.5% | 0.009% | |
3/24/2025 | Fulcrum Equity Management | 10,580 | $1.21M | 1.2% | -10.8% | 0.027% | |