4/25/2025 | Saxon Interests Inc. | 16,794 | $864K | 0.4% | +30.5% | 0.026% | |
4/25/2025 | Ameritas Advisory Services LLC | 5,666 | $299K | 0.0% | +5.1% | 0.009% | |
4/24/2025 | Golden State Wealth Management LLC | 8,025 | $413K | 0.1% | +8.5% | 0.013% | |
4/24/2025 | Money Concepts Capital Corp | 7,934 | $408K | 0.0% | -69.6% | 0.013% | |
4/23/2025 | Western Wealth Management LLC | 14,847 | $764K | 0.1% | +6.2% | 0.023% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 42,561 | $2.19M | 0.2% | +7.5% | 0.067% | |
4/23/2025 | Tyche Wealth Partners LLC | 233,120 | $11.99M | 2.6% | +1.9% | 0.367% | |
4/23/2025 | Ferguson Shapiro LLC | 1,365,533 | $70.26M | 26.2% | +3.6% | 2.152% | |
4/23/2025 | Golden State Wealth Management LLC | 16,048 | $826K | 0.1% | +117.0% | 0.025% | |
4/23/2025 | Golden State Equity Partners | 11,145 | $573K | 0.1% | -6.8% | 0.018% | |
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4/23/2025 | Financial Enhancement Group LLC | 267,545 | $12.99M | 2.0% | +24.1% | 0.422% | |
4/23/2025 | International Assets Investment Management LLC | 13,903 | $715K | 0.0% | -2.2% | 0.022% | |
4/23/2025 | Sheets Smith Wealth Management | 29,205 | $1.50M | 0.2% | N/A | 0.046% | |
4/23/2025 | Mascagni Wealth Management Inc. | 5,179 | $277K | 0.3% | -9.6% | 0.008% | |
4/23/2025 | Oppenheimer & Co. Inc. | 28,629 | $1.47M | 0.0% | +1.5% | 0.045% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 926,645 | $47.68M | 0.2% | +2.2% | 1.460% | |
4/22/2025 | Aspire Capital Advisors LLC | 58,055 | $2.99M | 0.9% | N/A | 0.091% | |
4/22/2025 | Burt Wealth Advisors | 7,747 | $399K | 0.1% | +6.1% | 0.012% | |
4/22/2025 | Advisor Resource Council | 130,234 | $6.70M | 0.5% | +111.9% | 0.205% | |
4/21/2025 | ORG Partners LLC | 117,278 | $6.04M | 1.5% | -1.9% | 0.185% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 33,198 | $1.71M | 0.0% | +19.0% | 0.052% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 14,576 | $750K | 0.0% | +3.9% | 0.023% | |
4/18/2025 | Lion Street Advisors LLC | 14,361 | $739K | 0.2% | -2.7% | 0.023% | |
4/18/2025 | Optivise Advisory Services LLC | 38,479 | $1.98M | 1.1% | -1.1% | 0.061% | |
4/18/2025 | CENTRAL TRUST Co | 65,263 | $3.36M | 0.1% | +76.0% | 0.103% | |
4/18/2025 | Insigneo Advisory Services LLC | 12,946 | $666K | 0.1% | +3.0% | 0.020% | |
4/17/2025 | Janney Montgomery Scott LLC | 50,964 | $2.62M | 0.0% | N/A | 0.080% | |
4/17/2025 | Tcfg Wealth Management LLC | 12,677 | $652K | 0.3% | -18.1% | 0.020% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 205,833 | $10.59M | 0.0% | +1.2% | 0.324% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 6,784 | $349K | 0.0% | +22.9% | 0.011% | |
4/15/2025 | Fourpath Capital Management LLC | 162,553 | $8.36M | 1.5% | +13.8% | 0.246% | |
4/14/2025 | Farther Finance Advisors LLC | 2,222 | $114K | 0.0% | -21.0% | 0.003% | |
4/14/2025 | BCS Wealth Management | 5,836 | $300K | 0.1% | +13.0% | 0.009% | |
4/14/2025 | Whitaker Myers Wealth Managers LTD. | 73,815 | $3.80M | 1.1% | +0.5% | 0.112% | |
4/10/2025 | Fermata Advisors LLC | 4,021 | $207K | 0.0% | N/A | 0.006% | |
4/10/2025 | EWG Elevate Inc. | 47,055 | $2.42M | 0.9% | +68.7% | 0.071% | |
4/9/2025 | Capital Asset Advisory Services LLC | 30,911 | $1.60M | 0.1% | +0.7% | 0.047% | |
4/9/2025 | Flagstar Advisors Inc. | 5,902 | $304K | 0.1% | N/A | 0.009% | |
4/8/2025 | Welch Group LLC | 16,472 | $845K | 0.0% | -6.4% | 0.025% | |
3/24/2025 | Mascagni Wealth Management Inc. | 5,179 | $277K | 0.2% | N/A | 0.008% | |
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3/17/2025 | Wealth Enhancement Advisory Services LLC | 203,478 | $10.87M | 0.0% | -15.2% | 0.314% | |
3/6/2025 | IronOak Wealth LLC. | 5,465 | $294K | 0.3% | N/A | 0.008% | |
3/5/2025 | Castle Rock Wealth Management LLC | 4,483 | $249K | 0.1% | -26.6% | 0.007% | |
2/27/2025 | XY Planning Network Inc. | 8,329 | $445K | 0.3% | N/A | 0.013% | |
2/26/2025 | Advisor Resource Council | 61,446 | $3.28M | 2.4% | N/A | 0.095% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 20,156 | $1.08M | 0.0% | -44.5% | 0.031% | |
2/25/2025 | Armis Advisers LLC | 93,774 | $5.01M | 0.6% | N/A | 0.146% | |
2/24/2025 | Ameriflex Group Inc. | 6,790 | $373K | 0.2% | N/A | 0.011% | |
2/21/2025 | WNY Asset Management LLC | 3,868 | $207K | 0.0% | -62.8% | 0.006% | |
2/19/2025 | WCG Wealth Advisors LLC | 19,734 | $1.06M | 0.1% | -12.3% | 0.034% | |
2/18/2025 | Western Wealth Management LLC | 68,752 | $3.67M | 1.1% | +86.0% | 0.120% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 18,588 | $993K | 0.0% | N/A | 0.032% | |
2/17/2025 | Vienna Asset Management LLC | 67,102 | $3.59M | 2.4% | +16.1% | 0.117% | |
2/17/2025 | WBI Investments LLC | 113,514 | $6.07M | 1.5% | +2.1% | 0.198% | |
2/17/2025 | Royal Bank of Canada | 695,933 | $37.19M | 0.0% | +0.6% | 1.215% | |
2/17/2025 | Cambridge Investment Research Advisors Inc. | 906,358 | $48.44M | 0.2% | -3.0% | 1.582% | |
2/17/2025 | Cetera Investment Advisers | 1,236,768 | $66.09M | 0.1% | +4.3% | 2.158% | |
2/17/2025 | Citadel Advisors LLC | 13,785 | $737K | 0.0% | -22.8% | 0.024% | |
2/17/2025 | Baird Financial Group Inc. | 6,731 | $360K | 0.0% | -26.5% | 0.012% | |
2/17/2025 | Bank of America Corp DE | 6,085,423 | $325.21M | 0.0% | +0.7% | 10.620% | |
2/17/2025 | Ameriprise Financial Inc. | 165,607 | $8.85M | 0.0% | +8.6% | 0.289% | |
2/17/2025 | Aptus Capital Advisors LLC | 590 | $32K | 0.0% | +2,260.0% | 0.001% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 4,074 | $218K | 0.0% | N/A | 0.007% | |
2/14/2025 | Comerica Bank | 41,135 | $2.20M | 0.0% | +13.2% | 0.072% | |
2/14/2025 | Susquehanna International Group LLP | 64,640 | $3.45M | 0.0% | +207.7% | 0.113% | |
2/14/2025 | IHT Wealth Management LLC | 9,975 | $533K | 0.0% | -24.2% | 0.017% | |
2/14/2025 | Stifel Financial Corp | 351,787 | $18.80M | 0.0% | +8.1% | 0.614% | |
2/14/2025 | Optivise Advisory Services LLC | 38,906 | $2.08M | 1.1% | -11.5% | 0.068% | |
2/14/2025 | MML Investors Services LLC | 423,219 | $22.62M | 0.1% | +7.1% | 0.739% | |
2/14/2025 | Freedom Investment Management Inc. | 17,629 | $942K | 0.1% | -7.7% | 0.031% | |
2/13/2025 | NewEdge Advisors LLC | 130,397 | $6.97M | 0.0% | +1.9% | 0.228% | |
2/13/2025 | Insigneo Advisory Services LLC | 12,573 | $672K | 0.1% | +7.7% | 0.022% | |
2/13/2025 | CreativeOne Wealth LLC | 9,621 | $514K | 0.0% | N/A | 0.017% | |
2/13/2025 | Synovus Financial Corp | 5,540 | $296K | 0.0% | -49.6% | 0.010% | |
2/13/2025 | Rockefeller Capital Management L.P. | 217,404 | $11.62M | 0.0% | +7.9% | 0.379% | |
2/13/2025 | Oder Investment Management LLC | 40,598 | $2.17M | 1.8% | +0.9% | 0.071% | |
2/13/2025 | One Degree Advisors Inc | 7,322 | $404K | 0.2% | N/A | 0.013% | |
2/13/2025 | Advisory Services Network LLC | 8,995 | $481K | 0.0% | +61.4% | 0.016% | |
2/13/2025 | Renaissance Technologies LLC | 24,100 | $1.29M | 0.0% | -30.5% | 0.042% | |
2/13/2025 | Bank of Montreal Can | 8,350 | $446K | 0.0% | -5.2% | 0.015% | |
2/13/2025 | Envestnet Asset Management Inc. | 915,423 | $48.92M | 0.0% | +9.7% | 1.598% | |
2/13/2025 | Perennial Investment Advisors LLC | 37,245 | $1.99M | 0.2% | +7.0% | 0.065% | |
2/13/2025 | Wells Fargo & Company MN | 2,478,601 | $132.46M | 0.0% | +5.1% | 4.326% | |
2/12/2025 | Thoroughbred Financial Services LLC | 8,853 | $473K | 0.0% | N/A | 0.015% | |
2/12/2025 | World Investment Advisors | 10,918 | $583K | 0.0% | +45.4% | 0.019% | |
2/12/2025 | OneAscent Financial Services LLC | 6,122 | $327K | 0.0% | N/A | 0.011% | |
2/12/2025 | Invenio Wealth Partners LLC | 52,412 | $2.80M | 1.2% | N/A | 0.091% | |
2/12/2025 | StoneX Group Inc. | 19,131 | $1.03M | 0.1% | +3.4% | 0.033% | |
2/12/2025 | Meridian Investment Counsel Inc. | 13,200 | $705K | 0.2% | N/A | 0.023% | |
2/12/2025 | CIBC Private Wealth Group LLC | 4,543 | $244K | 0.0% | -8.9% | 0.008% | |
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2/12/2025 | Maridea Wealth Management LLC | 12,976 | $693K | 0.2% | N/A | 0.023% | |
2/12/2025 | Level Four Advisory Services LLC | 386,248 | $20.64M | 0.8% | -1.5% | 0.674% | |
2/12/2025 | Orion Portfolio Solutions LLC | 22,039 | $1.18M | 0.0% | +21.3% | 0.038% | |
2/12/2025 | JPMorgan Chase & Co. | 8,850 | $473K | 0.0% | +66.9% | 0.015% | |
2/12/2025 | Ausdal Financial Partners Inc. | 33,969 | $1.82M | 0.2% | -2.4% | 0.059% | |
2/12/2025 | PKS Advisory Services LLC | 28,333 | $1.51M | 0.4% | N/A | 0.049% | |
2/11/2025 | LPL Financial LLC | 3,487,182 | $186.36M | 0.1% | +7.7% | 6.086% | |
2/11/2025 | Koss Olinger Consulting LLC | 602,374 | $32.19M | 2.8% | +1.1% | 1.051% | |
2/10/2025 | Axxcess Wealth Management LLC | 30,693 | $1.64M | 0.0% | -1.9% | 0.054% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 39,589 | $2.12M | 0.2% | +11.1% | 0.069% | |