5/2/2025 | Bryn Mawr Capital Management LLC | 45,266 | $4.02M | 0.2% | -4.3% | 0.064% | |
5/2/2025 | SBI Securities Co. Ltd. | 22,841 | $2.03M | 0.1% | -2.4% | 0.032% | |
5/1/2025 | SteelPeak Wealth LLC | 26,115 | $2.32M | 0.1% | +2.4% | 0.037% | |
4/30/2025 | Axxcess Wealth Management LLC | 31,612 | $2.81M | 0.1% | -68.3% | 0.045% | |
4/29/2025 | Envestnet Asset Management Inc. | 18,693 | $1.66M | 0.0% | +11.0% | 0.027% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 6,320 | $562K | 0.0% | +124.1% | 0.009% | |
4/29/2025 | Discipline Wealth Solutions LLC | 10,917 | $970K | 0.5% | -30.9% | 0.015% | |
4/29/2025 | Silver Oak Securities Incorporated | 59,331 | $4.83M | 0.4% | N/A | 0.084% | |
4/28/2025 | Fedenia Advisers LLC | 6,052 | $538K | 0.3% | -7.1% | 0.009% | |
4/25/2025 | Sollinda Capital Management LLC | 3,732 | $332K | 0.1% | -55.1% | 0.005% | |
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4/25/2025 | Wall Street Financial Group Inc. | 3,153 | $280K | 0.3% | +23.7% | 0.004% | |
4/23/2025 | Balefire LLC | 15,175 | $1.35M | 0.5% | +84.1% | 0.022% | |
4/23/2025 | PMV Capital Advisers LLC | 6,847 | $609K | 1.5% | +158.3% | 0.010% | |
4/23/2025 | Spire Wealth Management | 1,144 | $102K | 0.0% | +15.7% | 0.002% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 13,394 | $1.19M | 0.0% | -35.7% | 0.019% | |
4/22/2025 | Castleview Partners LLC | 12,146 | $1.08M | 0.7% | -21.6% | 0.017% | |
4/22/2025 | Dale Q Rice Investment Management Ltd | 204,373 | $18.17M | 9.4% | -9.8% | 0.290% | |
4/21/2025 | Silver Oak Securities Incorporated | 59,331 | $4.83M | 0.4% | N/A | 0.084% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,941 | $706K | 0.0% | -6.0% | 0.011% | |
4/21/2025 | Silverleafe Capital Partners LLC | 3,028 | $269K | 0.1% | -12.3% | 0.004% | |
4/18/2025 | Prosperity Wealth Management Inc. | 8,217 | $730K | 0.3% | -93.8% | 0.011% | |
4/17/2025 | Sowell Financial Services LLC | 25,386 | $2.26M | 0.1% | +3.6% | 0.035% | |
4/16/2025 | Marshall Financial Group LLC | 183,401 | $16.30M | 3.6% | N/A | 0.252% | |
4/14/2025 | IMC Chicago LLC | 201,173 | $17.88M | 0.0% | N/A | 0.276% | |
4/14/2025 | Toth Financial Advisory Corp | 191,587 | $17.03M | 2.0% | -6.3% | 0.263% | |
4/14/2025 | Miracle Mile Advisors LLC | 28,581 | $2.54M | 0.1% | -40.6% | 0.039% | |
4/11/2025 | First National Corp MA ADV | 72,222 | $6.42M | 1.4% | -21.3% | 0.099% | |
4/10/2025 | GenWealth Group Inc. | 64,763 | $5.76M | 1.3% | +5.1% | 0.089% | |
4/10/2025 | CPR Investments Inc. | 20,735 | $1.86M | 1.7% | +14.9% | 0.028% | |
2/26/2025 | Discipline Wealth Solutions LLC | 15,805 | $1.71M | 0.8% | +162.4% | 0.022% | |
2/26/2025 | Virtue Capital Management LLC | 6,159 | $667K | 0.1% | -6.5% | 0.009% | |
2/17/2025 | Main Street Group LTD | 489,165 | $52.95M | 19.6% | +4.5% | 0.715% | |
2/17/2025 | Ground Swell Capital LLC | 7,051 | $763K | 1.1% | N/A | 0.010% | |
2/17/2025 | Focus Partners Wealth | 28,771 | $3.11M | 0.0% | N/A | 0.042% | |
2/17/2025 | Cresset Asset Management LLC | 26,780 | $2.90M | 0.0% | N/A | 0.039% | |
2/17/2025 | Bank of America Corp DE | 2,202 | $238K | 0.0% | -39.4% | 0.003% | |
2/17/2025 | AmeriServ Wealth Advisors | 12,057 | $1.31M | 0.7% | N/A | 0.018% | |
2/17/2025 | Aptus Capital Advisors LLC | 305 | $33K | 0.0% | N/A | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 35,385 | $3.83M | 0.0% | +12.8% | 0.052% | |
2/14/2025 | GG Group Ventures LLC | 9,538 | $1.03M | 1.4% | +51.7% | 0.014% | |
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2/14/2025 | Optiver Holding B.V. | 14,722 | $1.59M | 0.0% | N/A | 0.022% | |
2/14/2025 | Johnson Financial Group Inc. | 736 | $82K | 0.0% | N/A | 0.001% | |
2/14/2025 | Two Sigma Securities LLC | 11,175 | $1.21M | 0.2% | -38.0% | 0.016% | |
2/14/2025 | Coppell Advisory Solutions LLC | 2,175 | $240K | 0.0% | -4.7% | 0.003% | |
2/14/2025 | Beck Capital Management LLC | 9,762 | $1.06M | 0.3% | N/A | 0.014% | |
2/14/2025 | Harvest Investment Services LLC | 16,429 | $1.78M | 0.4% | -5.2% | 0.024% | |
2/14/2025 | Optivise Advisory Services LLC | 1,919 | $211K | 0.1% | N/A | 0.003% | |
2/14/2025 | GeoWealth Management LLC | 14,540 | $1.57M | 0.1% | -3.7% | 0.021% | |
2/13/2025 | Jump Financial LLC | 95,132 | $10.30M | 0.2% | N/A | 0.139% | |
2/13/2025 | Mariner LLC | 27,900 | $3.02M | 0.0% | -6.7% | 0.041% | |
2/13/2025 | Barclays PLC | 957 | $104K | 0.0% | +411.8% | 0.001% | |
2/13/2025 | Townsquare Capital LLC | 3,531 | $382K | 0.0% | +14.3% | 0.005% | |
2/13/2025 | Legacy Investment Solutions LLC | 639 | $72K | 0.0% | -94.8% | 0.001% | |
2/13/2025 | Rollins Financial Advisors LLC | 13,554 | $1.47M | 0.2% | -11.8% | 0.020% | |
2/13/2025 | Westwood Wealth Management | 133,365 | $14.44M | 5.2% | +1.1% | 0.195% | |
2/13/2025 | Envestnet Asset Management Inc. | 16,839 | $1.82M | 0.0% | +19.8% | 0.025% | |
2/12/2025 | Headlands Technologies LLC | 18,050 | $1.95M | 0.2% | +22.1% | 0.026% | |
2/12/2025 | Orion Portfolio Solutions LLC | 10,157 | $1.10M | 0.0% | +41.6% | 0.015% | |
2/12/2025 | Blair William & Co. IL | 1,636 | $177K | 0.0% | N/A | 0.002% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 16,271 | $1.76M | 0.0% | -2.1% | 0.024% | |
2/11/2025 | Crowley Wealth Management Inc. | 43,555 | $4.71M | 4.2% | N/A | 0.064% | |
2/11/2025 | LPL Financial LLC | 11,952 | $1.29M | 0.0% | -14.3% | 0.017% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 8,448 | $914K | 0.0% | +26.5% | 0.012% | |
2/10/2025 | Commonwealth Equity Services LLC | 2,177 | $236K | 0.0% | +9.1% | 0.003% | |
2/7/2025 | Prosperity Wealth Management Inc. | 132,955 | $14.39M | 5.9% | -65.4% | 0.194% | |
2/7/2025 | Global View Capital Management LLC | 641,781 | $69.16M | 24.2% | N/A | 0.938% | |
2/7/2025 | Sollinda Capital Management LLC | 8,318 | $900K | 0.2% | +196.6% | 0.012% | |
2/7/2025 | Independent Advisor Alliance | 2,475 | $268K | 0.0% | N/A | 0.004% | |
2/7/2025 | Sowell Financial Services LLC | 24,511 | $2.65M | 0.1% | -25.2% | 0.036% | |
2/7/2025 | PNC Financial Services Group Inc. | 28,750 | $3.11M | 0.0% | -0.6% | 0.042% | |
2/7/2025 | Chung Wu Investment Group LLC | 2,200 | $238K | 0.2% | N/A | 0.003% | |
2/6/2025 | Meridian Wealth Management LLC | 13,538 | $1.47M | 0.1% | +8.7% | 0.020% | |
2/6/2025 | SBI Securities Co. Ltd. | 23,405 | $2.53M | 0.1% | N/A | 0.034% | |
2/5/2025 | Norden Group LLC | 2,342 | $253K | 0.0% | -6.7% | 0.003% | |
2/5/2025 | Cape Investment Advisory Inc. | 496 | $54K | 0.0% | N/A | 0.001% | |
2/5/2025 | Schnieders Capital Management LLC | 2,875 | $311K | 0.1% | -10.9% | 0.004% | |
2/5/2025 | Bryn Mawr Capital Management LLC | 47,320 | $5.12M | 0.3% | -1.6% | 0.069% | |
2/4/2025 | IFP Advisors Inc | 499 | $54K | 0.0% | +226.1% | 0.001% | |
2/4/2025 | Howard Capital Management Inc. | 7,410,206 | $802.08M | 10.2% | +0.0% | 10.834% | |
2/3/2025 | VisionPoint Advisory Group LLC | 8,243 | $888K | 0.3% | -58.7% | 0.012% | |
2/3/2025 | Compass Planning Associates Inc | 372 | $40K | 0.0% | N/A | 0.001% | |
2/3/2025 | Bryn Mawr Capital Management LLC | 47,320 | $5.12M | 0.2% | -1.6% | 0.069% | |
1/31/2025 | Atria Wealth Solutions Inc. | 10,385 | $1.12M | 0.0% | +75.7% | 0.015% | |
1/31/2025 | Empower Advisory Group LLC | 4,348 | $471K | 0.0% | -14.9% | 0.006% | |
1/31/2025 | Sanctuary Advisors LLC | 6,034 | $678K | 0.0% | +5.3% | 0.009% | |
1/30/2025 | Aveo Capital Partners LLC | 143,197 | $15.50M | 1.7% | +5,229.3% | 0.209% | |
1/30/2025 | Adell Harriman & Carpenter Inc. | 2,820 | $305K | 0.0% | -42.0% | 0.004% | |
1/29/2025 | Focus Financial Network Inc. | 299,079 | $32.37M | 1.3% | +0.1% | 0.437% | |
1/29/2025 | First National Corp MA ADV | 91,788 | $9.94M | 2.2% | +5.5% | 0.134% | |
1/28/2025 | Robinson Value Management Ltd. | 13,542 | $1.47M | 1.0% | -16.2% | 0.020% | |
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1/24/2025 | Clay Northam Wealth Management LLC | 2,560 | $277K | 0.2% | N/A | 0.004% | |
1/24/2025 | Financial Life Planners | 467 | $51K | 0.0% | N/A | 0.001% | |
1/23/2025 | Institute for Wealth Management LLC. | 4,391 | $475K | 0.1% | -2.6% | 0.006% | |
1/23/2025 | Ridgepath Capital Management LLC | 99,656 | $10.79M | 5.0% | N/A | 0.146% | |
1/23/2025 | SteelPeak Wealth LLC | 25,510 | $2.76M | 0.1% | -2.3% | 0.037% | |
1/22/2025 | Foundations Investment Advisors LLC | 11,237 | $1.22M | 0.0% | +11.2% | 0.016% | |
1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,974 | $214K | 0.0% | N/A | 0.003% | |
1/21/2025 | Toth Financial Advisory Corp | 204,516 | $22.14M | 2.6% | -1.7% | 0.299% | |
1/17/2025 | Galvin Gaustad & Stein LLC | 5,865 | $635K | 0.1% | -3.3% | 0.009% | |
1/17/2025 | Avior Wealth Management LLC | 10,285 | $1.11M | 0.0% | -13.5% | 0.015% | |