7/25/2025 | Concurrent Investment Advisors LLC | 46,912 | $699K | 0.0% | +24.8% | 0.055% | |
7/24/2025 | Comprehensive Money Management Services LLC | 41,704 | $622K | 0.5% | -12.6% | 0.048% | |
7/24/2025 | Ulland Investment Advisors LLC | 14,000 | $209K | 0.2% | N/A | 0.016% | |
7/24/2025 | IFP Advisors Inc | 13,663 | $204K | 0.0% | +35.0% | 0.016% | |
7/23/2025 | Castle Rock Wealth Management LLC | 13,206 | $195K | 0.0% | -14.4% | 0.015% | |
7/23/2025 | Abel Hall LLC | 49,000 | $731K | 0.3% | +69.0% | 0.057% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 27,424 | $409K | 0.0% | -7.2% | 0.032% | |
7/23/2025 | Foresight Capital Management Advisors Inc. | 132,315 | $1.97M | 1.1% | N/A | 0.153% | |
7/22/2025 | MAS Advisors LLC | 27,879 | $416K | 0.7% | +3.9% | 0.032% | |
7/22/2025 | Valeo Financial Advisors LLC | 22,552 | $336K | 0.0% | -20.0% | 0.026% | |
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7/22/2025 | Accel Wealth Management | 21,044 | $314K | 0.1% | -3.8% | 0.024% | |
7/21/2025 | Ameritas Advisory Services LLC | 35,623 | $531K | 0.0% | +4.9% | 0.041% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 15,112 | $225K | 0.0% | -7.2% | 0.018% | |
7/18/2025 | PFG Investments LLC | 70,606 | $1.05M | 0.1% | +3.7% | 0.082% | |
7/18/2025 | Institute for Wealth Management LLC. | 155,872 | $2.32M | 0.3% | -1.6% | 0.181% | |
7/17/2025 | XML Financial LLC | 15,000 | $224K | 0.0% | +15.4% | 0.017% | |
7/17/2025 | Janney Montgomery Scott LLC | 246,266 | $3.67M | 0.0% | +0.6% | 0.285% | |
7/17/2025 | Venture Visionary Partners LLC | 256,699 | $3.83M | 0.1% | +1.2% | 0.297% | |
7/14/2025 | Capital CS Group LLC | 23,819 | $355K | 0.6% | N/A | 0.028% | |
7/14/2025 | Palacios Wealth Management LLC | 243,075 | $3.62M | 3.0% | -2.7% | 0.281% | |
7/11/2025 | Farther Finance Advisors LLC | 2,302 | $34K | 0.0% | N/A | 0.003% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 247,862 | $3.72M | 0.0% | +5.2% | 0.285% | |
7/10/2025 | High Net Worth Advisory Group LLC | 87,058 | $1.30M | 0.3% | -6.3% | 0.100% | |
7/9/2025 | Triumph Capital Management | 67,118 | $1.00M | 0.3% | +105.3% | 0.077% | |
7/9/2025 | Sandbox Financial Partners LLC | 40,006 | $596K | 0.2% | +19.5% | 0.046% | |
7/1/2025 | Private Client Services LLC | 13,548 | $202K | 0.1% | +8.5% | 0.015% | |
6/17/2025 | Howe & Rusling Inc. | 11,721 | $177K | 0.0% | +54.7% | 0.013% | |
5/15/2025 | Royal Bank of Canada | 769,406 | $11.62M | 0.0% | -3.4% | 0.871% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 24,228 | $366K | 0.1% | +21.4% | 0.027% | |
5/15/2025 | Baird Financial Group Inc. | 225,361 | $3.40M | 0.0% | -26.9% | 0.255% | |
5/14/2025 | CreativeOne Wealth LLC | 54,101 | $817K | 0.0% | -15.0% | 0.061% | |
5/14/2025 | Caitlin John LLC | 12,194 | $184K | 0.2% | +37.4% | 0.014% | |
5/14/2025 | Kestra Advisory Services LLC | 292,697 | $4.42M | 0.0% | +11.4% | 0.331% | |
5/14/2025 | MAS Advisors LLC | 26,820 | $405K | 0.6% | -17.1% | 0.030% | |
5/14/2025 | Venture Visionary Partners LLC | 253,644 | $3.83M | 0.2% | -44.9% | 0.287% | |
5/13/2025 | Raymond James Financial Inc. | 728,795 | $11.01M | 0.0% | -13.4% | 0.825% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 10,138 | $153K | 0.0% | -42.6% | 0.011% | |
5/13/2025 | Leigh Baldwin & CO. LLC | 11,631 | $176K | 0.1% | N/A | 0.013% | |
5/13/2025 | Ground Swell Capital LLC | 13,438 | $203K | 0.4% | N/A | 0.015% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 15,804 | $239K | 0.0% | +5.8% | 0.018% | |
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5/12/2025 | Independent Advisor Alliance | 40,802 | $616K | 0.0% | -77.3% | 0.046% | |
5/12/2025 | Simplex Trading LLC | 20,951 | $316K | 0.0% | N/A | 0.024% | |
5/9/2025 | Solutions 4 Wealth Ltd | 64,990 | $981K | 1.7% | +3.9% | 0.073% | |
5/9/2025 | Chicago Partners Investment Group LLC | 43,229 | $630K | 0.0% | -24.6% | 0.049% | |
5/9/2025 | Palacios Wealth Management LLC | 249,889 | $3.77M | 1.8% | +10.0% | 0.281% | |
5/9/2025 | Atria Wealth Solutions Inc. | 68,767 | $1.04M | 0.0% | -8.7% | 0.077% | |
5/8/2025 | Pasadena Private Wealth LLC | 19,800 | $299K | 0.1% | N/A | 0.022% | |
5/8/2025 | Mesirow Financial Investment Management Inc. | 161,466 | $2.44M | 0.0% | -18.1% | 0.181% | |
5/7/2025 | Foundations Investment Advisors LLC | 26,640 | $402K | 0.0% | -4.9% | 0.030% | |
5/7/2025 | LPL Financial LLC | 2,998,534 | $45.28M | 0.0% | -7.2% | 3.367% | |
5/7/2025 | First Heartland Consultants Inc. | 19,710 | $298K | 0.0% | +4.1% | 0.022% | |
5/6/2025 | Cetera Investment Advisers | 353,572 | $5.34M | 0.0% | +5.8% | 0.397% | |
5/6/2025 | Avantax Advisory Services Inc. | 29,658 | $448K | 0.0% | -70.3% | 0.033% | |
5/6/2025 | Kovack Advisors Inc. | 34,739 | $525K | 0.1% | -10.1% | 0.039% | |
5/6/2025 | Triumph Capital Management | 32,697 | $494K | 0.2% | +110.3% | 0.037% | |
5/6/2025 | Garner Asset Management Corp | 48,314 | $730K | 0.3% | -6.4% | 0.054% | |
5/5/2025 | J.W. Cole Advisors Inc. | 95,732 | $1.45M | 0.0% | +16.7% | 0.107% | |
5/5/2025 | Kestra Private Wealth Services LLC | 12,576 | $190K | 0.0% | -37.9% | 0.014% | |
5/5/2025 | ETF Store Inc. | 10,016 | $151K | 0.2% | N/A | 0.011% | |
5/5/2025 | Formidable Asset Management LLC | 128,506 | $1.94M | 0.3% | +2.4% | 0.144% | |
5/2/2025 | Wealthfront Advisers LLC | 12,545 | $189K | 0.0% | -36.1% | 0.014% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 393,361 | $5.94M | 1.6% | +4.2% | 0.442% | |
5/2/2025 | SBI Securities Co. Ltd. | 48,723 | $736K | 0.0% | +19.4% | 0.055% | |
5/2/2025 | Sigma Planning Corp | 30,946 | $467K | 0.0% | +4.6% | 0.035% | |
5/1/2025 | Asset Dedication LLC | 1,868 | $28K | 0.0% | N/A | 0.002% | |
4/30/2025 | AlphaStar Capital Management LLC | 432,957 | $6.54M | 0.8% | +19.0% | 0.486% | |
4/30/2025 | Valeo Financial Advisors LLC | 28,174 | $425K | 0.0% | +75.9% | 0.032% | |
4/30/2025 | Stratos Wealth Partners LTD. | 12,239 | $185K | 0.0% | +9.7% | 0.014% | |
4/29/2025 | Envestnet Asset Management Inc. | 347,208 | $5.24M | 0.0% | +3.3% | 0.390% | |
4/29/2025 | Concurrent Investment Advisors LLC | 37,600 | $568K | 0.0% | N/A | 0.042% | |
4/29/2025 | Brookstone Capital Management | 510,183 | $7.70M | 0.1% | +11.6% | 0.573% | |
4/28/2025 | D.A. Davidson & CO. | 10,078 | $152K | 0.0% | -29.2% | 0.011% | |
4/25/2025 | Koshinski Asset Management Inc. | 56,138 | $848K | 0.1% | +8.8% | 0.063% | |
4/23/2025 | Spire Wealth Management | 2,026 | $31K | 0.0% | +80.9% | 0.002% | |
4/23/2025 | International Assets Investment Management LLC | 193,362 | $2.92M | 0.1% | -9.2% | 0.217% | |
4/23/2025 | Oppenheimer & Co. Inc. | 16,909 | $255K | 0.0% | +52.7% | 0.019% | |
4/22/2025 | XML Financial LLC | 13,000 | $196K | 0.0% | N/A | 0.015% | |
4/22/2025 | Flagship Harbor Advisors LLC | 13,490 | $204K | 0.0% | -23.0% | 0.015% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 264,110 | $3.99M | 0.0% | +2.9% | 0.297% | |
4/22/2025 | Comprehensive Money Management Services LLC | 47,704 | $720K | 0.6% | -10.2% | 0.054% | |
4/22/2025 | PFG Investments LLC | 68,060 | $1.03M | 0.1% | -6.5% | 0.076% | |
4/21/2025 | Institute for Wealth Management LLC. | 158,405 | $2.39M | 0.3% | +0.8% | 0.178% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 29,546 | $446K | 0.0% | +101.1% | 0.033% | |
4/17/2025 | Janney Montgomery Scott LLC | 244,809 | $3.70M | 0.0% | -8.1% | 0.268% | |
4/17/2025 | Atlas Private Wealth Advisors | 256,948 | $3.88M | 0.5% | -2.9% | 0.281% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 37,240 | $562K | 0.0% | -8.9% | 0.041% | |
4/15/2025 | Investment Partners Asset Management Inc. | 67,559 | $1.02M | 0.8% | +35.4% | 0.074% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 16,293 | $246K | 0.0% | -8.1% | 0.018% | |
4/11/2025 | Sandbox Financial Partners LLC | 33,467 | $505K | 0.2% | -14.2% | 0.037% | |
4/10/2025 | Lifestyle Asset Management Inc. | 11,862 | $179K | 0.1% | N/A | 0.013% | |
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4/10/2025 | Accel Wealth Management | 21,876 | $330K | 0.1% | -3.3% | 0.024% | |
4/10/2025 | Whipplewood Advisors LLC | 24,103 | $364K | 0.1% | +990.1% | 0.026% | |
4/9/2025 | RFG Advisory LLC | 105,161 | $1.59M | 0.0% | +155.9% | 0.115% | |
4/9/2025 | NBC Securities Inc. | 5,335 | $80K | 0.0% | +106,600.0% | 0.006% | |
4/8/2025 | Private Client Services LLC | 12,492 | $189K | 0.1% | +11.7% | 0.014% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 236,210 | $3.86M | 0.0% | N/A | 0.259% | |
3/5/2025 | Castle Rock Wealth Management LLC | 16,060 | $269K | 0.1% | -5.6% | 0.018% | |
3/4/2025 | Comprehensive Money Management Services LLC | 53,104 | $868K | 0.7% | N/A | 0.059% | |
2/19/2025 | Formidable Asset Management LLC | 125,469 | $2.05M | 0.3% | +20.9% | 0.148% | |
2/18/2025 | First Heartland Consultants Inc. | 18,932 | $309K | 0.0% | +31.6% | 0.022% | |