8/14/2025 | Main Street Financial Solutions LLC | 5,435 | $292K | 0.0% | -29.0% | 0.029% | |
8/14/2025 | Faithward Advisors LLC | 59,391 | $3.19M | 0.5% | +12.5% | 0.322% | |
8/13/2025 | Legacy Capital Wealth Partners LLC | 123,036 | $6.60M | 1.4% | N/A | 0.668% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 2,841 | $152K | 0.0% | N/A | 0.015% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 45,649 | $2.45M | 0.0% | +20.1% | 0.248% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 10,864 | $583K | 0.0% | N/A | 0.059% | |
8/12/2025 | CreativeOne Wealth LLC | 24,137 | $1.30M | 0.0% | -79.4% | 0.131% | |
8/11/2025 | Anfield Capital Management LLC | 1,686 | $90K | 0.0% | -34.8% | 0.009% | |
8/8/2025 | Rockefeller Capital Management L.P. | 25,307 | $1.36M | 0.0% | -16.4% | 0.137% | |
8/8/2025 | Citizens Financial Group Inc. RI | 26,263 | $1.41M | 0.0% | N/A | 0.143% | |
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8/8/2025 | Cetera Investment Advisers | 163,286 | $8.76M | 0.0% | -48.6% | 0.886% | |
8/8/2025 | Foundations Investment Advisors LLC | 42,159 | $2.26M | 0.0% | +32.6% | 0.229% | |
8/8/2025 | Ignite Planners LLC | 4,520 | $244K | 0.0% | N/A | 0.025% | |
8/6/2025 | AE Wealth Management LLC | 5,046 | $271K | 0.0% | -64.6% | 0.027% | |
8/6/2025 | Valtinson Bruner Financial Planning LLC | 66,954 | $3.59M | 1.1% | -1.9% | 0.363% | |
8/5/2025 | Prosperity Consulting Group LLC | 20,651 | $1.11M | 0.1% | -10.2% | 0.112% | |
8/5/2025 | Sigma Planning Corp | 7,764 | $417K | 0.0% | +5.0% | 0.042% | |
8/4/2025 | FWG Investments LLC. | 43,959 | $2.36M | 1.8% | +51.6% | 0.239% | |
8/4/2025 | Atria Investments Inc | 115,926 | $6.22M | 0.1% | -21.8% | 0.629% | |
8/4/2025 | Savvy Advisors Inc. | 4,710 | $253K | 0.0% | N/A | 0.026% | |
8/4/2025 | Assetmark Inc. | 171,555 | $9.21M | 0.0% | +32.1% | 0.931% | |
8/4/2025 | Buck Wealth Strategies LLC | 5,092 | $273K | 0.0% | N/A | 0.028% | |
8/4/2025 | Arkadios Wealth Advisors | 25,131 | $1.35M | 0.0% | +38.8% | 0.136% | |
8/1/2025 | Transcend Capital Advisors LLC | 7,280 | $391K | 0.0% | +37.4% | 0.040% | |
8/1/2025 | Envestnet Asset Management Inc. | 265,451 | $14.25M | 0.0% | -51.5% | 1.440% | |
7/30/2025 | TFB Advisors LLC | 15,590 | $837K | 0.2% | -5.2% | 0.085% | |
7/30/2025 | Brookstone Capital Management | 9,001 | $483K | 0.0% | -48.6% | 0.049% | |
7/30/2025 | WESPAC Advisors SoCal LLC | 4,806 | $258K | 0.1% | -29.4% | 0.026% | |
7/29/2025 | Financial Guidance Group Inc. | 71,859 | $3.86M | 1.9% | -3.8% | 0.390% | |
7/28/2025 | Uptick Partners LLC | 7,262 | $390K | 0.1% | +7.7% | 0.039% | |
7/28/2025 | Mutual Advisors LLC | 10,291 | $561K | 0.0% | +9.0% | 0.056% | |
7/28/2025 | Harbour Investments Inc. | 47,131 | $2.53M | 0.1% | -5.9% | 0.256% | |
7/28/2025 | RFG Advisory LLC | 8,541 | $458K | 0.0% | N/A | 0.046% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 7,846 | $421K | 0.0% | +44.7% | 0.043% | |
7/25/2025 | MGO One Seven LLC | 16,967 | $911K | 0.0% | +176.6% | 0.092% | |
7/25/2025 | CWM LLC | 183,615 | $9.86M | 0.0% | +8.1% | 0.996% | |
7/25/2025 | Apollon Wealth Management LLC | 24,032 | $1.29M | 0.0% | +1.8% | 0.130% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 27,673 | $1.49M | 0.1% | +3.5% | 0.150% | |
7/23/2025 | Ignite Planners LLC | 4,354 | $235K | 0.0% | N/A | 0.024% | |
7/23/2025 | REAP Financial Group LLC | 63,736 | $3.42M | 0.8% | -4.2% | 0.346% | |
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7/23/2025 | Kingswood Wealth Advisors LLC | 5,678 | $305K | 0.0% | -71.4% | 0.031% | |
7/23/2025 | Avantra Family Wealth Inc. | 93,083 | $5.00M | 4.1% | N/A | 0.505% | |
7/21/2025 | Ameritas Advisory Services LLC | 18,119 | $972K | 0.1% | -34.3% | 0.098% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 12,289 | $660K | 0.2% | +12.4% | 0.067% | |
7/18/2025 | SOA Wealth Advisors LLC. | 20,165 | $1.08M | 0.1% | +42.4% | 0.109% | |
7/18/2025 | Truist Financial Corp | 31,793 | $1.71M | 0.0% | +3.9% | 0.173% | |
7/17/2025 | Janney Montgomery Scott LLC | 27,295 | $1.47M | 0.0% | +1.1% | 0.148% | |
7/17/2025 | Camelot Portfolios LLC | 19,000 | $1.02M | 0.6% | -10.6% | 0.103% | |
7/16/2025 | Novem Group | 14,690 | $788K | 0.1% | +4.3% | 0.080% | |
7/15/2025 | Legacy Solutions LLC | 10,698 | $574K | 0.5% | -2.8% | 0.058% | |
7/14/2025 | AdvisorNet Financial Inc | 1,090 | $58K | 0.0% | -16.2% | 0.006% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 34,158 | $1.83M | 0.1% | +6.1% | 0.185% | |
7/14/2025 | Park Avenue Securities LLC | 4,663 | $250K | 0.0% | -7.0% | 0.025% | |
7/14/2025 | Sowell Financial Services LLC | 33,720 | $1.81M | 0.1% | -13.7% | 0.183% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 61,643 | $3.32M | 0.0% | +15.6% | 0.334% | |
7/10/2025 | Signal Advisors Wealth LLC | 226,891 | $12.18M | 1.0% | +86.2% | 1.231% | |
7/9/2025 | Central Valley Advisors LLC | 8,088 | $434K | 0.1% | +2.6% | 0.044% | |
7/9/2025 | Keystone Wealth Services LLC | 204,416 | $10.97M | 2.7% | +10.6% | 1.109% | |
7/9/2025 | Fragasso Financial Advisors Inc | 64,151 | $3.44M | 0.2% | -2.8% | 0.348% | |
7/2/2025 | HBW Advisory Services LLC | 6,572 | $353K | 0.0% | -10.4% | 0.036% | |
5/19/2025 | Jane Street Group LLC | 4,194 | $209K | 0.0% | -77.6% | 0.023% | |
5/16/2025 | Faithward Advisors LLC | 52,792 | $2.63M | 0.5% | -3.6% | 0.288% | |
5/16/2025 | NewEdge Advisors LLC | 19,848 | $990K | 0.0% | +1.9% | 0.108% | |
5/15/2025 | Royal Bank of Canada | 7,404 | $369K | 0.0% | -4.7% | 0.040% | |
5/15/2025 | OLD Mission Capital LLC | 32,440 | $1.62M | 0.0% | N/A | 0.177% | |
5/14/2025 | CreativeOne Wealth LLC | 117,176 | $5.85M | 0.2% | +2.3% | 0.639% | |
5/14/2025 | FWG Investments LLC. | 28,994 | $1.45M | 1.7% | -9.8% | 0.158% | |
5/14/2025 | Kestra Advisory Services LLC | 108,868 | $5.43M | 0.0% | -4.7% | 0.593% | |
5/14/2025 | TFB Advisors LLC | 16,437 | $820K | 0.2% | +25.5% | 0.090% | |
5/14/2025 | Capital Analysts LLC | 4,761 | $238K | 0.0% | +17.7% | 0.026% | |
5/13/2025 | Aptus Capital Advisors LLC | 74,783 | $3.73M | 0.0% | -1.0% | 0.408% | |
5/13/2025 | Raymond James Financial Inc. | 251,763 | $12.56M | 0.0% | -12.6% | 1.372% | |
5/13/2025 | Horizon Investments LLC | 14,297 | $713K | 0.0% | +35.4% | 0.078% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 969 | $48K | 0.1% | +582.4% | 0.005% | |
5/12/2025 | Integrity Financial Corp WA | 33,023 | $1.65M | 0.9% | -2.4% | 0.180% | |
5/9/2025 | Commonwealth Equity Services LLC | 344,391 | $17.18M | 0.0% | +9.7% | 1.877% | |
5/8/2025 | Harbour Investments Inc. | 50,065 | $2.50M | 0.1% | -11.5% | 0.273% | |
5/8/2025 | Grantvest Financial Group LLC | 9,963 | $497K | 0.4% | -5.3% | 0.054% | |
5/8/2025 | NorthRock Partners LLC | 1,400 | $70K | 0.0% | N/A | 0.008% | |
5/7/2025 | Foundations Investment Advisors LLC | 31,804 | $1.59M | 0.0% | -2.2% | 0.173% | |
5/7/2025 | Prosperity Consulting Group LLC | 23,007 | $1.15M | 0.1% | -3.4% | 0.125% | |
5/7/2025 | LPL Financial LLC | 172,524 | $8.61M | 0.0% | -2.8% | 0.940% | |
5/6/2025 | Assetmark Inc. | 129,824 | $6.48M | 0.0% | +38.5% | 0.707% | |
5/6/2025 | Cetera Investment Advisers | 317,533 | $15.84M | 0.0% | +8.6% | 1.730% | |
5/6/2025 | Avantax Advisory Services Inc. | 29,618 | $1.48M | 0.0% | -30.0% | 0.161% | |
5/6/2025 | AE Wealth Management LLC | 14,245 | $711K | 0.0% | -23.0% | 0.078% | |
5/6/2025 | WESPAC Advisors SoCal LLC | 6,806 | $340K | 0.1% | -12.9% | 0.037% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 36,464 | $1.82M | 0.3% | -1.2% | 0.199% | |
5/5/2025 | IFP Advisors Inc | 12,253 | $611K | 0.0% | +73.4% | 0.067% | |
5/5/2025 | Kestra Private Wealth Services LLC | 26,576 | $1.33M | 0.0% | -15.2% | 0.145% | |
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5/1/2025 | CWM LLC | 169,784 | $8.47M | 0.0% | -0.5% | 0.925% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 32,197 | $1.61M | 0.0% | +22.5% | 0.175% | |
4/29/2025 | Envestnet Asset Management Inc. | 547,106 | $27.30M | 0.0% | +20.1% | 2.982% | |
4/29/2025 | Strategic Blueprint LLC | 30,238 | $1.51M | 0.1% | +12.5% | 0.165% | |
4/29/2025 | OneDigital Investment Advisors LLC | 8,804 | $439K | 0.0% | -18.5% | 0.048% | |
4/28/2025 | Mutual Advisors LLC | 9,440 | $466K | 0.0% | +22.0% | 0.051% | |
4/28/2025 | Novem Group | 14,090 | $703K | 0.1% | -25.8% | 0.077% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 4,503 | $225K | 0.2% | N/A | 0.025% | |
4/25/2025 | Ameritas Advisory Services LLC | 27,577 | $1.39M | 0.1% | +4.1% | 0.154% | |
4/24/2025 | Transcend Capital Advisors LLC | 5,300 | $264K | 0.0% | N/A | 0.030% | |