7/8/2025 | PTM Wealth Management LLC | 609,771 | $24.70M | 16.3% | +248.7% | 4.148% | |
7/8/2025 | Paladin Wealth LLC | 29,195 | $1.19M | 0.9% | -6.3% | 0.199% | |
7/8/2025 | Gradient Investments LLC | 1,796,931 | $73.06M | 1.3% | -2.7% | 12.224% | |
7/7/2025 | Salem Investment Counselors Inc. | 20,409 | $830K | 0.0% | -6.6% | 0.139% | |
5/22/2025 | Mattson Financial Services LLC | 41,389 | $1.68M | 0.5% | -7.1% | 0.255% | |
5/21/2025 | McAdam LLC | 11,740 | $477K | 0.0% | +79.0% | 0.072% | |
5/21/2025 | Geneos Wealth Management Inc. | 918 | $37K | 0.0% | N/A | 0.006% | |
5/19/2025 | Jane Street Group LLC | 17,571 | $714K | 0.0% | -22.3% | 0.108% | |
5/16/2025 | NewEdge Advisors LLC | 16,130 | $656K | 0.0% | +45.4% | 0.100% | |
5/16/2025 | AQR Capital Management LLC | 105,984 | $4.31M | 0.0% | +28.6% | 0.654% | |
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5/15/2025 | Royal Bank of Canada | 81,961 | $3.33M | 0.0% | -3.9% | 0.506% | |
5/15/2025 | TD Capital Management LLC | 992 | $40K | 0.0% | -56.9% | 0.006% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 11,172 | $454K | 0.0% | +9.9% | 0.069% | |
5/14/2025 | Ieq Capital LLC | 252,418 | $10.26M | 0.1% | -5.6% | 1.558% | |
5/14/2025 | Comerica Bank | 9,833 | $400K | 0.0% | -2.5% | 0.061% | |
5/14/2025 | Leslie Global Wealth LLC | 7,077 | $288K | 0.1% | +24.7% | 0.044% | |
5/14/2025 | Barnes Wealth Management Group Inc | 38,074 | $1.55M | 1.0% | +11.4% | 0.235% | |
5/14/2025 | CW Advisors LLC | 50,214 | $2.04M | 0.0% | -3.1% | 0.310% | |
5/14/2025 | ZEGA Investments LLC | 30,747 | $1.25M | 0.2% | +237.6% | 0.190% | |
5/13/2025 | Global View Capital Management LLC | 33,815 | $1.38M | 0.5% | +50.8% | 0.209% | |
5/13/2025 | Raymond James Financial Inc. | 297,353 | $12.09M | 0.0% | -43.0% | 1.836% | |
5/9/2025 | Bouchey Financial Group Ltd | 178,188 | $7.24M | 0.7% | +4.9% | 1.155% | |
5/9/2025 | PNC Financial Services Group Inc. | 6,571 | $267K | 0.0% | +26.0% | 0.043% | |
5/8/2025 | Harbour Investments Inc. | 90,289 | $3.67M | 0.1% | +481.9% | 0.585% | |
5/8/2025 | Cannon Wealth Management Services LLC | 14,387 | $583K | 0.5% | +16.4% | 0.093% | |
5/7/2025 | PTM Wealth Management LLC | 174,875 | $7.09M | 6.8% | N/A | 1.133% | |
5/7/2025 | LPL Financial LLC | 1,695,009 | $68.90M | 0.0% | +50.6% | 10.985% | |
5/6/2025 | AE Wealth Management LLC | 1,236 | $50K | 0.0% | -23.2% | 0.008% | |
5/6/2025 | WT Wealth Management | 138,854 | $5.64M | 1.8% | +16.4% | 0.900% | |
5/5/2025 | Private Advisor Group LLC | 40,913 | $1.66M | 0.0% | +6.4% | 0.265% | |
5/2/2025 | BIP Wealth LLC | 538,959 | $21.91M | 1.4% | +7.7% | 3.493% | |
5/1/2025 | CWM LLC | 1,704,621 | $69.29M | 0.3% | +1.9% | 11.047% | |
5/1/2025 | Auour Investments LLC | 130,744 | $5.32M | 1.9% | -6.8% | 0.847% | |
5/1/2025 | Fifth Third Securities Inc. | 6,190 | $252K | 0.0% | +22.8% | 0.040% | |
4/30/2025 | Moloney Securities Asset Management LLC | 87,068 | $3.54M | 0.5% | -26.8% | 0.564% | |
4/30/2025 | Cornerstone Planning Group LLC | 1,124 | $46K | 0.0% | N/A | 0.007% | |
4/30/2025 | Stratos Wealth Partners LTD. | 14,129 | $574K | 0.0% | +5.1% | 0.092% | |
4/29/2025 | Envestnet Asset Management Inc. | 28,170 | $1.15M | 0.0% | +2.9% | 0.183% | |
4/29/2025 | Bank of New York Mellon Corp | 6,155 | $250K | 0.0% | N/A | 0.040% | |
4/28/2025 | TKG Advisors LLC | 11,408 | $464K | 0.2% | N/A | 0.074% | |
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4/28/2025 | Elmwood Wealth Management Inc. | 45,264 | $1.84M | 0.8% | +15.5% | 0.293% | |
4/28/2025 | Private Trust Co. NA | 2,306 | $94K | 0.0% | +553.3% | 0.015% | |
4/25/2025 | G&S Capital LLC | 12,300 | $500K | 0.2% | N/A | 0.080% | |
4/24/2025 | Golden State Wealth Management LLC | 16,390 | $666K | 0.1% | -13.4% | 0.106% | |
4/24/2025 | Kraft Davis & Associates LLC | 10,988 | $446K | 0.1% | -4.0% | 0.071% | |
4/23/2025 | Western Wealth Management LLC | 17,842 | $725K | 0.0% | +7.9% | 0.116% | |
4/23/2025 | Golden State Wealth Management LLC | 32,779 | $1.33M | 0.1% | +73.2% | 0.212% | |
4/23/2025 | David Kennon Inc | 208,977 | $8.50M | 3.4% | +1.6% | 1.354% | |
4/23/2025 | Oppenheimer & Co. Inc. | 7,287 | $296K | 0.0% | N/A | 0.047% | |
4/23/2025 | Valmark Advisers Inc. | 16,925 | $688K | 0.0% | +26.2% | 0.110% | |
4/23/2025 | Continuum Advisory LLC | 8,140 | $331K | 0.0% | -27.8% | 0.053% | |
4/22/2025 | TrueMark Investments LLC | 5,818 | $237K | 0.1% | N/A | 0.038% | |
4/22/2025 | Crews Bank & Trust | 23,230 | $944K | 0.2% | -6.0% | 0.151% | |
4/22/2025 | Advisor Resource Council | 74,259 | $2.96M | 0.2% | N/A | 0.481% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 7,915 | $321K | 0.0% | +5.8% | 0.051% | |
4/17/2025 | Authentikos Wealth Advisory LLC | 11,281 | $459K | 0.4% | +94.5% | 0.078% | |
4/17/2025 | ORBA Wealth Advisors L.L.C. | 207,100 | $8.42M | 4.2% | +3.0% | 1.433% | |
4/16/2025 | Opal Wealth Advisors LLC | 1,011 | $41K | 0.0% | -89.9% | 0.007% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 185,425 | $7.54M | 0.0% | -22.2% | 1.283% | |
4/16/2025 | Salem Investment Counselors Inc. | 21,859 | $889K | 0.0% | -2.7% | 0.151% | |
4/15/2025 | CX Institutional | 972 | $40K | 0.0% | N/A | 0.007% | |
4/15/2025 | Collier Financial | 5,856 | $238K | 0.2% | -16.0% | 0.041% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 8,341 | $339K | 0.0% | N/A | 0.058% | |
4/10/2025 | CGN Advisors LLC | 27,707 | $1.13M | 0.1% | -8.5% | 0.192% | |
4/9/2025 | Paladin Wealth LLC | 31,155 | $1.27M | 1.1% | +2.2% | 0.216% | |
4/9/2025 | Gradient Investments LLC | 1,847,262 | $75.09M | 1.5% | +5.8% | 12.784% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 238,253 | $9.63M | 0.0% | +39.4% | 1.651% | |
3/12/2025 | Centaurus Financial Inc. | 10,746 | $434K | 0.0% | +34.8% | 0.077% | |
3/10/2025 | Mattson Financial Services LLC | 44,536 | $1.82M | 0.6% | -55.0% | 0.320% | |
3/5/2025 | Copley Financial Group Inc. | 60,785 | $2.46M | 1.9% | -33.9% | 0.436% | |
2/18/2025 | Continuum Advisory LLC | 11,280 | $456K | 0.1% | -18.9% | 0.078% | |
2/18/2025 | Glen Eagle Advisors LLC | 1,694 | $68K | 0.0% | -28.7% | 0.012% | |
2/17/2025 | Redwood Financial Network Corp | 6,136 | $248K | 0.2% | -11.0% | 0.042% | |
2/17/2025 | Bank of America Corp DE | 213,745 | $8.64M | 0.0% | +10.9% | 1.479% | |
2/17/2025 | BIP Wealth LLC | 500,490 | $20.23M | 1.4% | +6.8% | 3.464% | |
2/17/2025 | Ameriprise Financial Inc. | 5,709 | $231K | 0.0% | N/A | 0.040% | |
2/17/2025 | Aptus Capital Advisors LLC | 2,468 | $100K | 0.0% | -29.1% | 0.017% | |
2/14/2025 | Jane Street Group LLC | 22,622 | $914K | 0.0% | +92.2% | 0.157% | |
2/14/2025 | Comerica Bank | 10,081 | $407K | 0.0% | +3.8% | 0.070% | |
2/14/2025 | Leslie Global Wealth LLC | 5,675 | $229K | 0.1% | -15.1% | 0.039% | |
2/14/2025 | Susquehanna International Group LLP | 55,787 | $2.25M | 0.0% | N/A | 0.386% | |
2/14/2025 | Stifel Financial Corp | 16,371 | $662K | 0.0% | -31.3% | 0.113% | |
2/13/2025 | NewEdge Advisors LLC | 11,092 | $448K | 0.0% | -20.6% | 0.077% | |
2/13/2025 | Kraft Davis & Associates LLC | 11,444 | $463K | 0.1% | -59.8% | 0.079% | |
2/13/2025 | Raymond James Financial Inc. | 521,314 | $21.07M | 0.0% | N/A | 3.608% | |
2/13/2025 | Envestnet Asset Management Inc. | 27,379 | $1.11M | 0.0% | -89.9% | 0.189% | |
2/12/2025 | Orion Portfolio Solutions LLC | 11,054 | $447K | 0.0% | -20.3% | 0.076% | |
2/12/2025 | Prestige Wealth Management Group LLC | 10,556 | $427K | 0.1% | N/A | 0.073% | |
2/11/2025 | Congress Wealth Management LLC DE | 51,839 | $2.10M | 0.0% | +1.6% | 0.359% | |
2/11/2025 | LPL Financial LLC | 1,125,289 | $45.47M | 0.0% | +4.5% | 7.787% | |
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2/11/2025 | ZEGA Investments LLC | 9,108 | $369K | 0.1% | N/A | 0.063% | |
2/10/2025 | Eldridge Investment Advisors Inc. | 27,343 | $1.11M | 0.3% | -10.5% | 0.189% | |
2/10/2025 | Harbour Investments Inc. | 15,517 | $627K | 0.0% | -6.7% | 0.107% | |
2/10/2025 | IAG Wealth Partners LLC | 972 | $39K | 0.0% | N/A | 0.007% | |
2/7/2025 | Global View Capital Management LLC | 22,430 | $906K | 0.3% | N/A | 0.155% | |
2/7/2025 | Independent Advisor Alliance | 5,078 | $205K | 0.0% | N/A | 0.035% | |
2/7/2025 | Destination Wealth Management | 9,706 | $392K | 0.0% | -46.6% | 0.067% | |
2/6/2025 | Raymond James Financial Inc. | 521,314 | $21.07M | 0.0% | N/A | 3.608% | |
2/6/2025 | Synergy Investment Management LLC | 771 | $31K | 0.0% | N/A | 0.005% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 17,109 | $691K | 0.0% | +9.8% | 0.118% | |