8/15/2025 | MML Investors Services LLC | 33,165 | $1.33M | 0.0% | -54.1% | 0.344% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 7,568 | $302K | 0.0% | +20.6% | 0.079% | |
8/14/2025 | Jane Street Group LLC | 6,139 | $245K | 0.0% | -39.3% | 0.064% | |
8/14/2025 | Raymond James Financial Inc. | 1,018,772 | $40.72M | 0.0% | -3.5% | 10.579% | |
8/14/2025 | NewEdge Advisors LLC | 22,480 | $898K | 0.0% | +2.3% | 0.233% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 27,032 | $1.08M | 0.0% | +2.6% | 0.281% | |
8/12/2025 | Global Retirement Partners LLC | 6,750 | $270K | 0.0% | N/A | 0.070% | |
8/12/2025 | MAI Capital Management | 61,112 | $2.44M | 0.0% | -9.5% | 0.635% | |
8/12/2025 | JPMorgan Chase & Co. | 43,691 | $1.75M | 0.0% | +2,070.4% | 0.454% | |
8/11/2025 | Anfield Capital Management LLC | 100,830 | $4.03M | 1.3% | -0.5% | 1.047% | |
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8/8/2025 | Cetera Investment Advisers | 215,659 | $8.62M | 0.0% | -4.1% | 2.239% | |
8/6/2025 | AE Wealth Management LLC | 8,198 | $328K | 0.0% | -8.4% | 0.085% | |
8/5/2025 | Milestone Asset Management LLC | 25,276 | $1.01M | 0.2% | -3.3% | 0.262% | |
8/5/2025 | Sigma Planning Corp | 104,749 | $4.19M | 0.1% | -5.4% | 1.088% | |
8/5/2025 | Integrity Financial Corp WA | 7,753 | $310K | 0.2% | +21.9% | 0.081% | |
8/1/2025 | Corrado Advisors LLC | 38,320 | $1.53M | 0.9% | -1.3% | 0.398% | |
8/1/2025 | Envestnet Asset Management Inc. | 155,153 | $6.20M | 0.0% | -16.8% | 1.611% | |
7/30/2025 | LifeWealth Investments LLC | 39,939 | $1.60M | 0.5% | +1.4% | 0.415% | |
7/29/2025 | Stratos Wealth Advisors LLC | 106,271 | $4.25M | 0.2% | -1.9% | 1.104% | |
7/28/2025 | Sagespring Wealth Partners LLC | 122,505 | $4.90M | 0.0% | +3.1% | 1.272% | |
7/25/2025 | MGO One Seven LLC | 21,110 | $844K | 0.0% | +9.9% | 0.219% | |
7/25/2025 | Commonwealth Financial Services LLC | 109,082 | $4.36M | 0.8% | -1.3% | 1.133% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 5,335 | $213K | 0.0% | N/A | 0.055% | |
7/23/2025 | REAP Financial Group LLC | 554,968 | $22.18M | 5.2% | -20.4% | 5.763% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,434 | $97K | 0.0% | N/A | 0.025% | |
7/21/2025 | Synergy Asset Management LLC | 7,210 | $288K | 0.0% | -46.6% | 0.075% | |
7/18/2025 | Truist Financial Corp | 112,022 | $4.48M | 0.0% | +0.3% | 1.163% | |
7/14/2025 | Gries Financial LLC | 108,010 | $4.32M | 0.8% | -7.0% | 1.122% | |
7/11/2025 | Quad Cities Investment Group LLC | 5,759 | $230K | 0.1% | -6.6% | 0.060% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 26,435 | $1.06M | 0.0% | -13.4% | 0.275% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 13,873 | $558K | 0.0% | +31.0% | 0.144% | |
7/10/2025 | Signal Advisors Wealth LLC | 147,326 | $5.89M | 0.5% | +149.7% | 1.530% | |
7/9/2025 | Triumph Capital Management | 17,188 | $687K | 0.2% | N/A | 0.178% | |
7/8/2025 | Range Financial Group LLC | 338,625 | $13.53M | 5.3% | -6.0% | 3.516% | |
7/7/2025 | Schulz Wealth LTD. | 136,034 | $5.44M | 4.1% | +3.9% | 1.413% | |
7/2/2025 | HBW Advisory Services LLC | 63,048 | $2.52M | 0.3% | +2.1% | 0.658% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,025 | $39K | 0.0% | -66.0% | 0.011% | |
5/19/2025 | Jane Street Group LLC | 10,118 | $381K | 0.0% | N/A | 0.105% | |
5/16/2025 | NewEdge Advisors LLC | 21,980 | $828K | 0.0% | +144.2% | 0.229% | |
5/16/2025 | Integrated Wealth Concepts LLC | 12,764 | $481K | 0.0% | N/A | 0.133% | |
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5/15/2025 | MAI Capital Management | 67,510 | $2.54M | 0.0% | +964.2% | 0.703% | |
5/14/2025 | CreativeOne Wealth LLC | 21,628 | $815K | 0.0% | +62.7% | 0.225% | |
5/14/2025 | Synovus Financial Corp | 14,766 | $556K | 0.0% | N/A | 0.154% | |
5/14/2025 | Kestra Advisory Services LLC | 69,648 | $2.62M | 0.0% | +37.4% | 0.726% | |
5/14/2025 | Capital Analysts LLC | 11,896 | $448K | 0.0% | -2.6% | 0.124% | |
5/13/2025 | Raymond James Financial Inc. | 1,055,395 | $39.76M | 0.0% | +335.1% | 10.994% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 10,390 | $391K | 0.0% | N/A | 0.108% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 1,348 | $51K | 0.1% | +67.7% | 0.014% | |
5/13/2025 | Anfield Capital Management LLC | 101,341 | $3.82M | 1.4% | N/A | 1.056% | |
5/13/2025 | HighTower Advisors LLC | 24,541 | $924K | 0.0% | N/A | 0.256% | |
5/12/2025 | Integrity Financial Corp WA | 6,358 | $240K | 0.1% | +50.1% | 0.066% | |
5/9/2025 | Commonwealth Financial Services LLC | 110,548 | $4.16M | 0.9% | -15.2% | 1.152% | |
5/9/2025 | Bouchey Financial Group Ltd | 5,407 | $204K | 0.0% | N/A | 0.056% | |
5/9/2025 | Atria Wealth Solutions Inc. | 10,065 | $379K | 0.0% | +14.2% | 0.105% | |
5/8/2025 | Harbour Investments Inc. | 10,813 | $407K | 0.0% | +13.2% | 0.113% | |
5/8/2025 | Grantvest Financial Group LLC | 11,294 | $425K | 0.3% | +101.7% | 0.118% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 8,849 | $333K | 0.1% | +9.0% | 0.092% | |
5/7/2025 | Schubert & Co | 96,890 | $3.65M | 2.5% | N/A | 1.009% | |
5/7/2025 | LPL Financial LLC | 86,824 | $3.27M | 0.0% | +25.2% | 0.904% | |
5/6/2025 | Cetera Investment Advisers | 224,914 | $8.47M | 0.0% | +33.9% | 2.343% | |
5/6/2025 | AE Wealth Management LLC | 8,952 | $337K | 0.0% | -81.3% | 0.093% | |
5/6/2025 | Ignite Planners LLC | 26,984 | $1.02M | 0.2% | +32.9% | 0.281% | |
5/5/2025 | Gries Financial LLC | 116,088 | $4.37M | 0.8% | -4.7% | 1.209% | |
5/2/2025 | Sigma Planning Corp | 110,744 | $4.17M | 0.1% | N/A | 1.154% | |
5/1/2025 | Corrado Advisors LLC | 38,834 | $1.46M | 1.0% | -1.2% | 0.405% | |
5/1/2025 | CWM LLC | 7,849 | $296K | 0.0% | +15.8% | 0.082% | |
4/30/2025 | Stratos Wealth Advisors LLC | 108,358 | $4.08M | 0.2% | N/A | 1.129% | |
4/29/2025 | Wood Tarver Financial Group LLC | 83,352 | $3.14M | 1.0% | +197.6% | 0.868% | |
4/29/2025 | Envestnet Asset Management Inc. | 186,497 | $7.03M | 0.0% | +55.5% | 1.943% | |
4/29/2025 | Schulz Wealth LTD. | 130,904 | $4.93M | 3.8% | +26.0% | 1.364% | |
4/29/2025 | Concurrent Investment Advisors LLC | 5,343 | $201K | 0.0% | N/A | 0.056% | |
4/28/2025 | Mutual Advisors LLC | 22,241 | $832K | 0.0% | +42.0% | 0.232% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 7,062 | $266K | 0.0% | N/A | 0.072% | |
4/24/2025 | Holistic Planning LLC | 5,381 | $203K | 0.1% | N/A | 0.055% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 122,007 | $4.60M | 0.0% | +172.9% | 1.239% | |
4/22/2025 | LVZ Inc. | 6,174 | $233K | 0.0% | N/A | 0.063% | |
4/22/2025 | Synergy Asset Management LLC | 13,510 | $509K | 0.1% | N/A | 0.137% | |
4/21/2025 | LifeWealth Investments LLC | 39,373 | $1.48M | 0.6% | -6.1% | 0.400% | |
4/17/2025 | Sagespring Wealth Partners LLC | 118,878 | $4.48M | 0.0% | N/A | 1.207% | |
4/17/2025 | Keystone Wealth Services LLC | 15,046 | $567K | 0.2% | +73.0% | 0.153% | |
4/17/2025 | Cornell Pochily Investment Advisors Inc. | 5,555 | $209K | 0.1% | N/A | 0.056% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,593 | $399K | 0.0% | +46.3% | 0.108% | |
4/15/2025 | Noble Wealth Management PBC | 17,694 | $667K | 0.5% | -1.8% | 0.180% | |
4/14/2025 | Farther Finance Advisors LLC | 660 | $25K | 0.0% | N/A | 0.007% | |
4/14/2025 | Range Financial Group LLC | 360,398 | $13.58M | 6.0% | N/A | 3.659% | |
4/11/2025 | Signal Advisors Wealth LLC | 59,003 | $2.22M | 0.2% | +574.9% | 0.599% | |
4/10/2025 | Diligent Investors LLC | 6,161 | $232K | 0.1% | N/A | 0.063% | |
4/9/2025 | HBW Advisory Services LLC | 61,747 | $2.33M | 0.3% | +6.4% | 0.627% | |
4/9/2025 | Milestone Asset Management LLC | 26,129 | $984K | 0.2% | +8.9% | 0.265% | |
4/9/2025 | NBC Securities Inc. | 1,435 | $54K | 0.0% | +143,400.0% | 0.015% | |
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3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,240 | $280K | 0.0% | N/A | 0.073% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 30,530 | $1.18M | 0.0% | -1.9% | 0.309% | |
3/6/2025 | Wood Tarver Financial Group LLC | 28,012 | $1.08M | 0.4% | N/A | 0.284% | |
2/27/2025 | REAP Financial Group LLC | 774,813 | $29.95M | 7.4% | -3.0% | 9.808% | |
2/26/2025 | LifeWealth Investments LLC | 41,921 | $1.62M | 1.1% | N/A | 0.531% | |
2/25/2025 | Armis Advisers LLC | 734,966 | $28.41M | 3.5% | N/A | 9.303% | |
2/17/2025 | CoreCap Advisors LLC | 6,722 | $260K | 0.0% | +19.5% | 0.085% | |
2/17/2025 | Cetera Investment Advisers | 167,936 | $6.49M | 0.0% | -33.0% | 2.126% | |
2/17/2025 | Ameriprise Financial Inc. | 7,893 | $305K | 0.0% | N/A | 0.100% | |
2/14/2025 | Triumph Capital Management | 7,577 | $293K | 0.1% | -15.1% | 0.096% | |