5/22/2025 | Rollins Financial Advisors LLC | 11,823 | $1.09M | 0.2% | N/A | 0.018% | |
5/21/2025 | Beacon Capital Management Inc. | 31,818 | $2.94M | 0.1% | -18.0% | 0.048% | |
5/21/2025 | Geneos Wealth Management Inc. | 39,580 | $3.66M | 0.1% | +35.1% | 0.059% | |
5/20/2025 | Belpointe Asset Management LLC | 14,265 | $1.32M | 0.1% | +242.3% | 0.021% | |
5/20/2025 | Integrity Alliance LLC. | 124,396 | $11.51M | 0.5% | +101.0% | 0.186% | |
5/19/2025 | Jane Street Group LLC | 40,389 | $3.74M | 0.0% | +346.5% | 0.060% | |
5/16/2025 | Prostatis Group LLC | 25,540 | $2.36M | 0.7% | +33.1% | 0.038% | |
5/16/2025 | Semmax Financial Advisors Inc. | 3,998 | $394K | 0.1% | +7.2% | 0.006% | |
5/16/2025 | Empowered Funds LLC | 97,862 | $9.06M | 0.1% | N/A | 0.146% | |
5/16/2025 | Ascent Group LLC | 154,037 | $14.25M | 0.6% | +231.4% | 0.230% | |
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5/16/2025 | Strait & Sound Wealth Management LLC | 14,255 | $1.32M | 0.6% | +64.7% | 0.021% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 20,514 | $1.90M | 0.1% | +50.2% | 0.031% | |
5/16/2025 | Goldman Sachs Group Inc. | 204,255 | $18.90M | 0.0% | N/A | 0.305% | |
5/16/2025 | Kestra Investment Management LLC | 8,922 | $826K | 0.0% | +313.2% | 0.013% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 640 | $59K | 0.0% | -20.3% | 0.001% | |
5/16/2025 | National Wealth Management Group LLC | 2,246 | $208K | 0.1% | N/A | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 44,535 | $4.12M | 0.0% | -25.7% | 0.066% | |
5/16/2025 | Integrated Wealth Concepts LLC | 38,923 | $3.60M | 0.0% | +11.4% | 0.058% | |
5/16/2025 | Clark Capital Management Group Inc. | 1,683,208 | $155.75M | 1.1% | +35.4% | 2.513% | |
5/16/2025 | Concorde Asset Management LLC | 13,395 | $1.23M | 0.7% | -83.1% | 0.020% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 19,532 | $1.81M | 0.0% | +816.1% | 0.029% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 17,857 | $1.65M | 0.0% | +26.4% | 0.027% | |
5/15/2025 | Ameriflex Group Inc. | 13,411 | $1.24M | 0.5% | +19.8% | 0.020% | |
5/15/2025 | Royal Bank of Canada | 236,431 | $21.88M | 0.0% | +267.7% | 0.353% | |
5/15/2025 | Betterment LLC | 21,788 | $2.02M | 0.0% | -8.2% | 0.033% | |
5/15/2025 | Baird Financial Group Inc. | 4,499 | $416K | 0.0% | N/A | 0.007% | |
5/15/2025 | TD Capital Management LLC | 3,329 | $308K | 0.0% | N/A | 0.005% | |
5/15/2025 | BNP Paribas Financial Markets | 440,323 | $40.74M | 0.0% | N/A | 0.657% | |
5/14/2025 | Triad Wealth Partners LLC | 38,207 | $3.54M | 1.1% | +16.8% | 0.057% | |
5/14/2025 | CreativeOne Wealth LLC | 119,058 | $11.02M | 0.3% | -6.4% | 0.178% | |
5/14/2025 | Redwood Investment Management LLC | 235,246 | $21.77M | 2.4% | +886.4% | 0.351% | |
5/14/2025 | Smartleaf Asset Management LLC | 1,123 | $104K | 0.0% | N/A | 0.002% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 531,103 | $49.14M | 0.0% | +177.9% | 0.793% | |
5/14/2025 | Kestra Advisory Services LLC | 16,274 | $1.51M | 0.0% | +21.4% | 0.024% | |
5/14/2025 | MAS Advisors LLC | 30,540 | $2.83M | 4.3% | +42.4% | 0.046% | |
5/14/2025 | Compound Planning Inc. | 11,626 | $1.08M | 0.0% | +118.7% | 0.017% | |
5/14/2025 | Barnes Wealth Management Group Inc | 4,240 | $392K | 0.3% | N/A | 0.006% | |
5/14/2025 | CW Advisors LLC | 4,177 | $386K | 0.0% | N/A | 0.006% | |
5/14/2025 | Capital Analysts LLC | 4,928 | $456K | 0.0% | -4.6% | 0.007% | |
5/14/2025 | Tradition Wealth Management LLC | 18,061 | $1.67M | 0.1% | +3.9% | 0.027% | |
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5/14/2025 | Vertex Planning Partners LLC | 27,888 | $2.58M | 0.6% | +5.2% | 0.042% | |
5/14/2025 | RWA Wealth Partners LLC | 8,436 | $781K | 0.0% | N/A | 0.013% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 67,661 | $6.26M | 0.1% | +151.7% | 0.101% | |
5/13/2025 | Raymond James Financial Inc. | 326,302 | $30.19M | 0.0% | +115.7% | 0.487% | |
5/13/2025 | Gen Wealth Partners Inc | 16,128 | $1.49M | 0.6% | +2.4% | 0.024% | |
5/13/2025 | LWM Advisory Services LLC | 36,148 | $3.35M | 2.3% | +3.2% | 0.054% | |
5/13/2025 | MSH Capital Advisors LLC | 3,199 | $296K | 0.1% | N/A | 0.005% | |
5/13/2025 | Stone House Investment Management LLC | 1,642 | $152K | 0.0% | N/A | 0.002% | |
5/13/2025 | HighTower Advisors LLC | 94,253 | $8.72M | 0.0% | +63.7% | 0.141% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,846 | $638K | 0.1% | -77.6% | 0.010% | |
5/12/2025 | Meridian Wealth Management LLC | 14,203 | $1.31M | 0.1% | +149.9% | 0.021% | |
5/12/2025 | Maia Wealth LLC | 27,569 | $2.49M | 0.6% | +7.0% | 0.041% | |
5/12/2025 | Cooper Financial Group | 8,319 | $770K | 0.1% | +26.8% | 0.012% | |
5/12/2025 | Darrow Company Inc. | 42,011 | $3.89M | 2.2% | N/A | 0.063% | |
5/12/2025 | Townsquare Capital LLC | 8,116 | $751K | 0.0% | +214.3% | 0.012% | |
5/12/2025 | National Bank of Canada FI | 24,040 | $2.22M | 0.0% | +10.7% | 0.036% | |
5/12/2025 | AlphaCore Capital LLC | 1,005 | $93K | 0.0% | N/A | 0.002% | |
5/9/2025 | Tidemark LLC | 40,634 | $3.76M | 1.4% | +9.7% | 0.069% | |
5/9/2025 | WealthShield Partners LLC | 307 | $28K | 0.0% | +51.2% | 0.001% | |
5/9/2025 | Planning Alternatives Ltd. ADV | 356,975 | $33.03M | 5.1% | N/A | 0.609% | |
5/9/2025 | Endowment Wealth Management Inc. | 24,880 | $2.30M | 1.5% | +9.2% | 0.042% | |
5/9/2025 | Atria Wealth Solutions Inc. | 96,107 | $8.89M | 0.1% | +39.7% | 0.164% | |
5/9/2025 | Thoroughbred Financial Services LLC | 21,337 | $1.97M | 0.1% | N/A | 0.036% | |
5/9/2025 | Kickstand Ventures LLC. | 10,851 | $1.00M | 0.3% | -11.0% | 0.019% | |
5/9/2025 | Liberty Wealth Management LLC | 83,238 | $7.70M | 0.1% | +3,381.3% | 0.142% | |
5/9/2025 | PNC Financial Services Group Inc. | 2,082 | $193K | 0.0% | +96.8% | 0.004% | |
5/8/2025 | IFG Advisory LLC | 96,894 | $8.97M | 0.5% | +51.8% | 0.165% | |
5/8/2025 | Moors & Cabot Inc. | 2,710 | $251K | 0.0% | N/A | 0.005% | |
5/8/2025 | US Bancorp DE | 24,745 | $2.29M | 0.0% | +68.0% | 0.042% | |
5/8/2025 | Harbour Investments Inc. | 86,998 | $8.05M | 0.2% | +327.9% | 0.148% | |
5/8/2025 | RVW Wealth LLC | 200,451 | $18.55M | 1.7% | +213.4% | 0.342% | |
5/8/2025 | CAP Partners LLC | 6,476 | $599K | 0.4% | +11.6% | 0.011% | |
5/8/2025 | NorthRock Partners LLC | 791 | $73K | 0.0% | N/A | 0.001% | |
5/8/2025 | Arkadios Wealth Advisors | 13,939 | $1.29M | 0.0% | +25.1% | 0.024% | |
5/8/2025 | Geneos Wealth Management Inc. | 40,112 | $3.71M | 0.1% | +36.9% | 0.068% | |
5/8/2025 | Cozad Asset Management Inc. | 8,249 | $763K | 0.1% | +23.5% | 0.014% | |
5/7/2025 | Foundations Investment Advisors LLC | 3,660 | $339K | 0.0% | N/A | 0.006% | |
5/7/2025 | LPL Financial LLC | 3,579,241 | $331.19M | 0.1% | +64.3% | 6.109% | |
5/7/2025 | Security Financial Services INC. | 54,451 | $5.04M | 1.0% | +0.3% | 0.093% | |
5/7/2025 | First Heartland Consultants Inc. | 8,796 | $814K | 0.1% | +13.8% | 0.015% | |
5/7/2025 | Trilogy Capital Inc. | 380,918 | $35.25M | 1.8% | -9.7% | 0.650% | |
5/6/2025 | Assetmark Inc. | 26,925 | $2.49M | 0.0% | +13.7% | 0.046% | |
5/6/2025 | USAdvisors Wealth Management LLC | 226,584 | $20.97M | 7.3% | +1.6% | 0.387% | |
5/6/2025 | Cetera Investment Advisers | 554,807 | $51.34M | 0.1% | +84.0% | 0.947% | |
5/6/2025 | Avantax Advisory Services Inc. | 65,077 | $6.02M | 0.0% | +290.7% | 0.111% | |
5/6/2025 | Tempus Wealth Planning LLC | 42,203 | $3.91M | 1.2% | +8.0% | 0.072% | |
5/6/2025 | Brookwood Investment Group LLC | 232,406 | $21.51M | 3.7% | N/A | 0.397% | |
5/6/2025 | One Wealth Advisors LLC | 50,163 | $4.64M | 0.7% | -4.6% | 0.086% | |
5/6/2025 | Lifeworks Advisors LLC | 2,771 | $256K | 0.0% | N/A | 0.005% | |
5/6/2025 | AE Wealth Management LLC | 43,049 | $3.98M | 0.0% | +16.4% | 0.073% | |
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5/6/2025 | M1 Capital Management LLC | 22,435 | $2.08M | 1.3% | +625.3% | 0.038% | |
5/6/2025 | Richardson Financial Services Inc. | 963 | $89K | 0.1% | +51.9% | 0.002% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 14,537 | $1.35M | 0.6% | +22.6% | 0.025% | |
5/6/2025 | Financial Partners Group Inc | 57,927 | $5.36M | 0.8% | +679.6% | 0.099% | |
5/6/2025 | Y Intercept Hong Kong Ltd | 4,178 | $387K | 0.0% | N/A | 0.007% | |
5/6/2025 | PFG Advisors | 12,273 | $1.14M | 0.1% | +12.2% | 0.021% | |
5/6/2025 | Integrity Investment Advisors LLC | 39,449 | $3.65M | 3.3% | N/A | 0.067% | |
5/5/2025 | Horizon Investment Services LLC | 13,483 | $1.25M | 0.6% | +1.1% | 0.023% | |
5/5/2025 | WNY Asset Management LLC | 3,208 | $297K | 0.0% | -8.7% | 0.005% | |
5/5/2025 | IFP Advisors Inc | 480 | $44K | 0.0% | -78.3% | 0.001% | |