8/1/2025 | Envestnet Asset Management Inc. | 70,992 | $1.34M | 0.0% | -4.0% | 0.991% | |
7/31/2025 | West Michigan Advisors LLC | 11,731 | $223K | 0.1% | N/A | 0.164% | |
7/16/2025 | One Plus One Wealth Management LLC | 232,328 | $4.37M | 2.4% | +32.8% | 3.219% | |
7/11/2025 | AFG Fiduciary Services Limited Partnership | 134,984 | $2.52M | 0.7% | N/A | 1.883% | |
5/20/2025 | Belpointe Asset Management LLC | 31,025 | $644K | 0.0% | N/A | 0.313% | |
5/19/2025 | Jane Street Group LLC | 172,386 | $3.58M | 0.0% | +577.0% | 1.738% | |
5/14/2025 | Comerica Bank | 5,592 | $116K | 0.0% | N/A | 0.056% | |
5/13/2025 | HighTower Advisors LLC | 227,945 | $4.73M | 0.0% | N/A | 2.298% | |
5/12/2025 | Savvy Advisors Inc. | 136,263 | $2.83M | 0.3% | +15.4% | 1.374% | |
5/9/2025 | Generation Capital Management LLC | 127,477 | $2.65M | 2.4% | N/A | 1.285% | |
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5/7/2025 | LPL Financial LLC | 96,171 | $2.00M | 0.0% | +342.1% | 1.043% | |
5/6/2025 | Kovack Advisors Inc. | 52,550 | $1.09M | 0.1% | N/A | 0.570% | |
5/6/2025 | Choreo LLC | 12,795 | $267K | 0.0% | -56.5% | 0.139% | |
4/29/2025 | Envestnet Asset Management Inc. | 73,923 | $1.53M | 0.0% | +32.0% | 0.802% | |
4/28/2025 | Mutual Advisors LLC | 11,822 | $249K | 0.0% | N/A | 0.128% | |
4/28/2025 | Resonant Capital Advisors LLC | 10,859 | $227K | 0.0% | N/A | 0.118% | |
4/23/2025 | Oppenheimer & Co. Inc. | 73,116 | $1.52M | 0.0% | +50.4% | 0.793% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 79,337 | $1.65M | 0.0% | +9.2% | 0.860% | |
4/21/2025 | Stableford Capital II LLC | 415,900 | $9.11M | 3.8% | N/A | 4.511% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 107,226 | $2.24M | 0.1% | N/A | 1.163% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 36,666 | $761K | 0.0% | N/A | 0.398% | |
4/14/2025 | IMC Chicago LLC | 41,371 | $858K | 0.0% | N/A | 0.469% | |
4/14/2025 | One Plus One Wealth Management LLC | 174,989 | $3.63M | 2.0% | -50.9% | 1.984% | |
2/28/2025 | Total Wealth Planning & Management Inc. | 16,056 | $301K | 0.3% | N/A | 0.212% | |
2/17/2025 | BNP Paribas Financial Markets | 100,000 | $1.87M | 0.0% | +714,185.7% | 1.202% | |
2/14/2025 | Jane Street Group LLC | 25,462 | $477K | 0.0% | -76.2% | 0.306% | |
2/14/2025 | Two Sigma Securities LLC | 54,498 | $1.02M | 0.1% | -40.4% | 0.655% | |
2/14/2025 | Tower Research Capital LLC TRC | 50,381 | $944K | 0.0% | +81.9% | 0.606% | |
2/13/2025 | Jump Financial LLC | 25,475 | $477K | 0.0% | N/A | 0.306% | |
2/13/2025 | Savvy Advisors Inc. | 118,069 | $2.21M | 0.3% | N/A | 1.419% | |
2/13/2025 | Advisory Services Network LLC | 55,767 | $1.05M | 0.0% | -77.0% | 0.670% | |
2/13/2025 | Envestnet Asset Management Inc. | 55,983 | $1.05M | 0.0% | -1.3% | 0.673% | |
2/13/2025 | Solstein Capital LLC | 8,850 | $166K | 0.1% | -39.0% | 0.106% | |
2/11/2025 | LPL Financial LLC | 21,752 | $408K | 0.0% | +3.4% | 0.261% | |
2/10/2025 | Farther Finance Advisors LLC | 18,848 | $353K | 0.0% | -87.1% | 0.227% | |
2/7/2025 | Global View Capital Management LLC | 44,277 | $828K | 0.3% | N/A | 0.532% | |
2/5/2025 | Oppenheimer & Co. Inc. | 48,614 | $911K | 0.0% | N/A | 0.584% | |
2/3/2025 | Leuthold Group LLC | 484,370 | $9.08M | 1.1% | +1.1% | 5.822% | |
2/3/2025 | Aspect Partners LLC | 1,975 | $37K | 0.0% | N/A | 0.024% | |
1/29/2025 | One Plus One Wealth Management LLC | 356,206 | $6.68M | 3.9% | N/A | 4.281% | |
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1/27/2025 | Choreo LLC | 29,408 | $560K | 0.0% | N/A | 0.353% | |
1/13/2025 | Eastern Bank | 8,305 | $156K | 0.0% | N/A | 0.100% | |
11/15/2024 | Jane Street Group LLC | 107,030 | $2.02M | 0.0% | +685.4% | 1.286% | |
11/15/2024 | Integrated Wealth Concepts LLC | 29,656 | $561K | 0.0% | N/A | 0.356% | |
11/8/2024 | Prospera Private Wealth LLC | 1,756 | $33K | 0.0% | N/A | 0.021% | |
10/29/2024 | Farther Finance Advisors LLC | 146,524 | $2.77M | 0.1% | -2.2% | 1.761% | |
10/24/2024 | Leuthold Group LLC | 479,030 | $9.06M | 1.0% | -15.8% | 5.758% | |
10/23/2024 | West Michigan Advisors LLC | 63,001 | $1.21M | 0.4% | N/A | 0.757% | |
8/14/2024 | Commonwealth Financial Services LLC | 49,994 | $1.05M | 0.2% | +190.2% | 0.601% | |
8/12/2024 | Leuthold Group LLC | 568,981 | $11.84M | 1.4% | -2.0% | 6.839% | |
8/7/2024 | Choreo LLC | 12,428 | $261K | 0.0% | N/A | 0.149% | |
7/25/2024 | First Heartland Consultants Inc. | 78,470 | $1.63M | 0.1% | -4.4% | 0.943% | |
7/23/2024 | All Season Financial Advisors Inc. | 58,654 | $1.22M | 1.1% | N/A | 0.705% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 38,824 | $808K | 0.0% | N/A | 0.467% | |
5/11/2024 | Vista Finance LLC | 54,421 | $1.09M | 2.7% | -79.6% | 0.631% | |
5/7/2024 | Prospera Private Wealth LLC | 225,512 | $4.52M | 3.1% | -44.9% | 2.616% | |
5/6/2024 | Leuthold Group LLC | 580,573 | $11.65M | 1.3% | -0.4% | 6.735% | |
5/6/2024 | Advisory Services Network LLC | 238,951 | $4.79M | 0.1% | +26.5% | 2.772% | |
4/24/2024 | Solstein Capital LLC | 14,814 | $297K | 0.2% | -6.0% | 0.219% | |
4/10/2024 | One Plus One Wealth Management LLC | 108,551 | $2.18M | 1.2% | N/A | 0.755% | |
2/9/2024 | Advisory Services Network LLC | 188,915 | $3.98M | 0.1% | N/A | 1.315% | |
2/9/2024 | Orion Portfolio Solutions LLC | 33,190 | $714K | 0.0% | +1.7% | 0.231% | |
2/9/2024 | UBS Group AG | 377,577 | $7.96M | 0.0% | -10.7% | 2.628% | |
2/8/2024 | First Heartland Consultants Inc. | 83,068 | $1.75M | 0.2% | -3.2% | 0.578% | |
2/7/2024 | Jump Financial LLC | 94,367 | $1.99M | 0.1% | -32.3% | 0.657% | |
2/6/2024 | Private Advisor Group LLC | 9,800 | $207K | 0.0% | -41.7% | 0.068% | |
2/6/2024 | Leuthold Group LLC | 582,718 | $12.28M | 1.5% | -3.8% | 4.055% | |
2/2/2024 | TAP Consulting LLC | 66,005 | $1.39M | 0.3% | -87.1% | 0.459% | |
2/1/2024 | Demars Financial Group LLC | 21,347 | $450K | 0.2% | -2.7% | 0.149% | |
1/30/2024 | Acute Investment Advisory LLC | 278,832 | $5.88M | 3.5% | -4.6% | 1.940% | |
1/23/2024 | Solstein Capital LLC | 15,757 | $332K | 0.2% | -89.3% | 0.110% | |
1/23/2024 | CPR Investments Inc. | 99,127 | $2.09M | 2.0% | N/A | 0.690% | |
1/12/2024 | Stableford Capital II LLC | 386,189 | $8.45M | 3.6% | N/A | 2.687% | |
1/12/2024 | Park Edge Advisors LLC | 83,997 | $1.77M | 0.6% | +190.0% | 0.585% | |
1/11/2024 | Brookstone Capital Management | 32,815 | $692K | 0.0% | -33.7% | 0.228% | |
1/11/2024 | Worth Asset Management LLC | 27,412 | $578K | 0.4% | -15.3% | 0.191% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 37,462 | $821K | 0.0% | N/A | 0.261% | |
12/5/2023 | TAP Consulting LLC | 512,219 | $12.40M | 3.2% | +3.9% | 3.565% | |
11/16/2023 | GTS Securities LLC | 78,241 | $1.89M | 0.0% | +203.9% | 0.544% | |
11/16/2023 | VitalStone Financial LLC | 1,000 | $25K | 0.0% | +185.7% | 0.007% | |
11/16/2023 | Belpointe Asset Management LLC | 12,511 | $303K | 0.0% | N/A | 0.087% | |
11/14/2023 | Tower Research Capital LLC TRC | 19,952 | $483K | 0.0% | -66.6% | 0.139% | |
11/14/2023 | Reuter James Wealth Management LLC | 237,697 | $5.76M | 4.3% | N/A | 1.654% | |
11/14/2023 | Titan Global Capital Management USA LLC | 28,224 | $683K | 0.2% | -8.7% | 0.196% | |
11/14/2023 | Mutual Advisors LLC | 24,357 | $590K | 0.0% | +147.1% | 0.169% | |
11/13/2023 | Bramshill Investments LLC | 14,461 | $350K | 0.0% | -46.4% | 0.101% | |
11/9/2023 | First Heartland Consultants Inc. | 85,807 | $2.08M | 0.3% | +9.2% | 0.597% | |
11/9/2023 | Antonetti Capital Management LLC | 8,720 | $211K | 0.3% | +1,317.9% | 0.061% | |
11/9/2023 | Headlands Technologies LLC | 5,040 | $122K | 0.1% | N/A | 0.035% | |
11/9/2023 | UBS Group AG | 423,015 | $10.24M | 0.0% | +64.8% | 2.944% | |
Critical AI announcement set to ignite AI 2.0 (Ad) Markets are jittery. Rallies fade. Sectors rotate overnight. And the true impact of new tariffs and policy shifts hasn’t even hit the data yet.
That’s why smart traders are turning to a strategy built for exactly this kind of market—fast, simple, and designed to react to real price action, not predictions. Click here to watch how it works—and why it could give smaller traders an edge before the next big m |
11/8/2023 | HighTower Advisors LLC | 179,937 | $4.37M | 0.0% | -86.6% | 1.252% | |
11/8/2023 | Oppenheimer & Co. Inc. | 63,861 | $1.55M | 0.0% | +8.9% | 0.444% | |
11/7/2023 | Nkcfo LLC | 105,000 | $2.54M | 1.4% | -40.0% | 0.731% | |
11/7/2023 | Leuthold Group LLC | 605,487 | $14.66M | 2.0% | +21.1% | 4.214% | |
11/7/2023 | Vista Finance LLC | 310,589 | $7.52M | 11.0% | +10.6% | 2.161% | |
11/7/2023 | Jump Financial LLC | 139,359 | $3.37M | 0.1% | -27.5% | 0.970% | |
11/3/2023 | Private Advisor Group LLC | 16,800 | $407K | 0.0% | -10.4% | 0.117% | |
11/1/2023 | Ironsides Asset Advisors LLC | 28,880 | $699K | 0.3% | +3.8% | 0.201% | |
10/31/2023 | Resonant Capital Advisors LLC | 10,320 | $250K | 0.0% | N/A | 0.072% | |
10/25/2023 | Solstein Capital LLC | 146,801 | $3.55M | 3.0% | -6.1% | 1.022% | |