8/20/2025 | Coppell Advisory Solutions LLC | 1,960 | $228K | 0.0% | N/A | 0.003% | |
8/15/2025 | Tower Research Capital LLC TRC | 1,596 | $188K | 0.0% | -91.2% | 0.002% | |
8/15/2025 | Global View Capital Management LLC | 816,412 | $96.10M | 30.7% | +45.2% | 1.112% | |
8/15/2025 | Corient Private Wealth LLC | 2,720 | $320K | 0.0% | -22.8% | 0.004% | |
8/15/2025 | AlpenGlobal Capital LLC | 9,678 | $1.14M | 0.7% | +13.3% | 0.013% | |
8/15/2025 | Orion Porfolio Solutions LLC | 10,488 | $1.24M | 0.0% | +9.7% | 0.014% | |
8/15/2025 | Modern Wealth Management LLC | 6,999 | $824K | 0.0% | N/A | 0.010% | |
8/15/2025 | Group One Trading LLC | 47,958 | $5.65M | 0.0% | +116.4% | 0.065% | |
8/15/2025 | Bank of America Corp DE | 6,202 | $730K | 0.0% | +181.7% | 0.008% | |
8/14/2025 | Quantinno Capital Management LP | 2,234 | $263K | 0.0% | N/A | 0.003% | |
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8/14/2025 | HUB Investment Partners LLC | 57,010 | $6.71M | 0.2% | N/A | 0.078% | |
8/14/2025 | Ieq Capital LLC | 19,338 | $2.28M | 0.0% | +24.3% | 0.026% | |
8/13/2025 | Rosenblum Silverman Sutton S F Inc. CA | 4,080 | $480K | 0.1% | -3.8% | 0.006% | |
8/13/2025 | StoneX Group Inc. | 2,655 | $313K | 0.0% | N/A | 0.004% | |
8/13/2025 | Flow Traders U.S. LLC | 4,604 | $542K | 0.0% | -87.9% | 0.006% | |
8/13/2025 | GeoWealth Management LLC | 12,256 | $1.44M | 0.1% | -15.9% | 0.017% | |
8/13/2025 | Van Hulzen Asset Management LLC | 3,600 | $424K | 0.0% | N/A | 0.005% | |
8/13/2025 | Lido Advisors LLC | 12,801 | $1.51M | 0.0% | +88.3% | 0.017% | |
8/13/2025 | AmeriServ Wealth Advisors | 7,577 | $892K | 0.4% | -34.7% | 0.010% | |
8/13/2025 | Quadrature Capital Ltd | 339,321 | $39.93M | 0.7% | N/A | 0.462% | |
8/13/2025 | Virtue Capital Management LLC | 5,548 | $653K | 0.1% | N/A | 0.008% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 322 | $38K | 0.0% | N/A | 0.000% | |
8/13/2025 | Safe Harbor Fiduciary LLC | 2,481 | $292K | 0.3% | +3.5% | 0.003% | |
8/12/2025 | Manchester Capital Management LLC | 1,000 | $118K | 0.0% | N/A | 0.001% | |
8/12/2025 | WealthBridge Capital Management LLC | 4,423 | $521K | 0.1% | N/A | 0.006% | |
8/12/2025 | JPMorgan Chase & Co. | 11,714 | $1.38M | 0.0% | +41,735.7% | 0.016% | |
8/11/2025 | Outlook Wealth Advisors LLC | 1,832 | $216K | 0.1% | N/A | 0.002% | |
8/11/2025 | Wealthspire Advisors LLC | 1,804 | $212K | 0.0% | N/A | 0.002% | |
8/8/2025 | Creative Planning | 32,934 | $3.88M | 0.0% | -19.1% | 0.044% | |
8/8/2025 | WealthShield Partners LLC | 1,524 | $179K | 0.0% | N/A | 0.002% | |
8/8/2025 | Meridian Wealth Management LLC | 14,905 | $1.75M | 0.1% | +3.2% | 0.020% | |
8/8/2025 | Empower Advisory Group LLC | 4,348 | $512K | 0.0% | -51.1% | 0.006% | |
8/8/2025 | Foundations Investment Advisors LLC | 9,342 | $1.10M | 0.0% | -7.1% | 0.013% | |
8/8/2025 | Clearstead Trust LLC | 362,025 | $42.61M | 8.1% | +1.7% | 0.488% | |
8/8/2025 | Capital Investment Counsel Inc | 1,890 | $222K | 0.0% | +4,100.0% | 0.003% | |
8/8/2025 | SBI Securities Co. Ltd. | 22,018 | $2.59M | 0.1% | -3.6% | 0.030% | |
8/7/2025 | Vise Technologies Inc. | 2,681 | $316K | 0.0% | N/A | 0.004% | |
8/7/2025 | Allworth Financial LP | 8,132 | $957K | 0.0% | +615.2% | 0.011% | |
8/7/2025 | Rollins Financial Advisors LLC | 13,116 | $1.54M | 0.2% | -2.3% | 0.018% | |
8/6/2025 | Legacy Wealth Managment LLC ID | 16,228 | $1.91M | 1.0% | +2,153.9% | 0.022% | |
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8/6/2025 | Bryn Mawr Trust Advisors LLC | 44,931 | $5.29M | 0.3% | -0.7% | 0.061% | |
8/6/2025 | Atlantic Union Bankshares Corp | 990 | $117K | 0.0% | N/A | 0.001% | |
8/5/2025 | Cassaday & Co Wealth Management LLC | 10,311 | $1.21M | 0.0% | -10.1% | 0.014% | |
8/5/2025 | Milestone Asset Management LLC | 1,852 | $218K | 0.0% | N/A | 0.002% | |
8/5/2025 | Bank of Montreal Can | 19,192 | $2.26M | 0.0% | +296.7% | 0.026% | |
8/5/2025 | Westwood Wealth Management | 148,615 | $17.49M | 5.9% | +7.9% | 0.200% | |
8/5/2025 | Prosperity Wealth Management Inc. | 25,609 | $3.01M | 1.1% | +211.7% | 0.035% | |
8/4/2025 | Adell Harriman & Carpenter Inc. | 6,830 | $804K | 0.1% | +8.1% | 0.009% | |
8/4/2025 | Keybank National Association OH | 3,414 | $402K | 0.0% | N/A | 0.005% | |
8/4/2025 | Spire Wealth Management | 1,624 | $191K | 0.0% | +42.0% | 0.002% | |
8/1/2025 | Howard Capital Management Inc. | 6,471,937 | $762.62M | 9.3% | +7,370.9% | 8.728% | |
8/1/2025 | Wealth Watch Advisors INC | 2,613 | $308K | 0.2% | -21.5% | 0.004% | |
8/1/2025 | Envestnet Asset Management Inc. | 16,851 | $1.98M | 0.0% | -9.9% | 0.023% | |
7/31/2025 | 180 Wealth Advisors LLC | 23,135 | $2.72M | 0.4% | N/A | 0.031% | |
7/30/2025 | Brookstone Capital Management | 7,020 | $826K | 0.0% | +26.4% | 0.009% | |
7/30/2025 | Drive Wealth Management LLC | 8,363 | $985K | 0.2% | N/A | 0.011% | |
7/30/2025 | Schnieders Capital Management LLC | 2,300 | $271K | 0.0% | N/A | 0.003% | |
7/29/2025 | Chicago Partners Investment Group LLC | 2,235 | $274K | 0.0% | N/A | 0.003% | |
7/29/2025 | Dale Q Rice Investment Management Ltd | 116,416 | $13.94M | 11.8% | -43.0% | 0.157% | |
7/28/2025 | Innova Wealth Partners | 11,582 | $1.36M | 0.8% | +45.5% | 0.016% | |
7/25/2025 | Atria Wealth Solutions Inc. | 1,922 | $227K | 0.0% | -63.8% | 0.003% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 2,494 | $294K | 0.0% | -68.6% | 0.003% | |
7/25/2025 | Sequoia Financial Advisors LLC | 2,396 | $282K | 0.0% | -4.0% | 0.003% | |
7/24/2025 | Zullo Investment Group Inc. | 1,800 | $212K | 0.1% | N/A | 0.002% | |
7/24/2025 | Brandywine Oak Private Wealth LLC | 2,456 | $289K | 0.0% | N/A | 0.003% | |
7/22/2025 | Chung Wu Investment Group LLC | 2,000 | $235K | 0.2% | N/A | 0.003% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,974 | $232K | 0.0% | N/A | 0.003% | |
7/18/2025 | Woodward Diversified Capital LLC | 5,104 | $601K | 0.3% | N/A | 0.007% | |
7/18/2025 | Lowery Thomas LLC | 3,834 | $451K | 0.3% | +3.5% | 0.005% | |
7/17/2025 | Tempus Wealth Planning LLC | 52,293 | $6.16M | 1.5% | N/A | 0.070% | |
7/16/2025 | GenWealth Group Inc. | 79,730 | $9.39M | 1.9% | +23.1% | 0.107% | |
7/16/2025 | Castleview Partners LLC | 15,603 | $1.84M | 1.2% | +28.5% | 0.021% | |
7/15/2025 | Norden Group LLC | 3,006 | $354K | 0.0% | +32.7% | 0.004% | |
7/15/2025 | Accurate Wealth Management LLC | 2,180 | $260K | 0.0% | N/A | 0.003% | |
7/15/2025 | Main Street Group LTD | 535,088 | $62.99M | 20.5% | +4.9% | 0.718% | |
7/14/2025 | CRA Financial Services LLC | 2,754 | $324K | 0.0% | +3.8% | 0.004% | |
7/14/2025 | Toth Financial Advisory Corp | 160,564 | $18.90M | 2.2% | -16.2% | 0.215% | |
7/14/2025 | Sowell Financial Services LLC | 23,702 | $2.79M | 0.1% | -6.6% | 0.032% | |
7/11/2025 | Farther Finance Advisors LLC | 9,558 | $1.13M | 0.0% | +90.0% | 0.013% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 1,742 | $205K | 0.1% | N/A | 0.002% | |
7/10/2025 | PMV Capital Advisers LLC | 13,723 | $1.62M | 3.6% | +100.4% | 0.018% | |
7/10/2025 | Marshall Financial Group LLC | 256,981 | $30.25M | 5.9% | +40.1% | 0.346% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 3,087 | $369K | 0.0% | N/A | 0.004% | |
7/10/2025 | Focus Financial Network Inc. | 299,166 | $35.25M | 1.4% | +0.0% | 0.403% | |
7/9/2025 | Balefire LLC | 3,210 | $378K | 0.1% | -78.8% | 0.004% | |
7/9/2025 | Client First Investment Management LLC | 31,139 | $3.67M | 2.2% | N/A | 0.042% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 949 | $112K | 0.0% | +38.1% | 0.001% | |
7/8/2025 | First National Corp MA ADV | 78,869 | $9.28M | 1.9% | +9.2% | 0.106% | |
7/8/2025 | Silverleafe Capital Partners LLC | 2,339 | $275K | 0.1% | -22.8% | 0.003% | |
7/7/2025 | Discipline Wealth Solutions LLC | 10,660 | $1.26M | 0.5% | -2.4% | 0.014% | |
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7/2/2025 | HBW Advisory Services LLC | 2,034 | $239K | 0.0% | N/A | 0.003% | |
6/17/2025 | Ridgepath Capital Management LLC | 31,856 | $2.83M | 1.4% | -68.0% | 0.044% | |
5/22/2025 | Rollins Financial Advisors LLC | 13,427 | $1.19M | 0.2% | -0.9% | 0.019% | |
5/20/2025 | Focus Partners Wealth | 28,390 | $2.52M | 0.0% | -1.3% | 0.040% | |
5/20/2025 | Anchor Investment Management LLC | 1,687 | $150K | 0.0% | -27.0% | 0.002% | |
5/16/2025 | Cape Investment Advisory Inc. | 392 | $35K | 0.0% | -21.0% | 0.001% | |
5/16/2025 | Integrated Wealth Concepts LLC | 6,269 | $557K | 0.0% | N/A | 0.009% | |
5/14/2025 | Ieq Capital LLC | 15,562 | $1.38M | 0.0% | N/A | 0.022% | |
5/14/2025 | Westwood Wealth Management | 137,765 | $12.25M | 5.3% | +3.3% | 0.195% | |
5/14/2025 | Flow Traders U.S. LLC | 38,098 | $3.39M | 0.1% | +390.4% | 0.054% | |