2/19/2025 | ARQ Wealth Advisors LLC | 135,695 | $3.12M | 1.2% | -39.8% | 0.798% | |
2/18/2025 | JT Stratford LLC | 203,174 | $4.68M | 0.8% | -1.2% | 1.195% | |
2/17/2025 | Napa Wealth Management | 79,113 | $1.82M | 0.8% | -11.2% | 0.465% | |
2/14/2025 | Jane Street Group LLC | 72,742 | $1.68M | 0.0% | -46.9% | 0.428% | |
2/14/2025 | Seaview Investment Managers LLC | 32,895 | $757K | 0.2% | -8.8% | 0.194% | |
2/14/2025 | GeoWealth Management LLC | 25,139 | $579K | 0.0% | -14.2% | 0.148% | |
2/13/2025 | Belpointe Asset Management LLC | 12,194 | $287K | 0.0% | -13.7% | 0.072% | |
2/13/2025 | CreativeOne Wealth LLC | 68,136 | $1.57M | 0.0% | -13.0% | 0.401% | |
2/13/2025 | TME Financial Inc. | 72,475 | $1.70M | 1.6% | N/A | 0.426% | |
2/13/2025 | Townsquare Capital LLC | 17,176 | $395K | 0.0% | +32.9% | 0.101% | |
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2/13/2025 | Legacy Investment Solutions LLC | 178,325 | $4.13M | 2.4% | +220.4% | 1.049% | |
2/13/2025 | Fortis Capital Advisors LLC | 12,027 | $283K | 0.1% | -14.8% | 0.071% | |
2/13/2025 | Advisory Services Network LLC | 13,686 | $315K | 0.0% | +12.8% | 0.081% | |
2/13/2025 | Envestnet Asset Management Inc. | 514,289 | $11.84M | 0.0% | -5.1% | 3.025% | |
2/13/2025 | Wells Fargo & Company MN | 676,918 | $15.58M | 0.0% | -2.6% | 3.982% | |
2/12/2025 | OLD Mission Capital LLC | 39,187 | $902K | 0.0% | +33.8% | 0.231% | |
2/12/2025 | Prevail Innovative Wealth Advisors LLC | 117,567 | $2.71M | 0.8% | -4.0% | 0.692% | |
2/11/2025 | LPL Financial LLC | 360,365 | $8.30M | 0.0% | -18.0% | 2.120% | |
2/10/2025 | BlackDiamond Wealth Management LLC | 141,023 | $3.25M | 1.9% | -8.2% | 0.830% | |
2/10/2025 | Harbour Investments Inc. | 8,619 | $198K | 0.0% | -16.5% | 0.051% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 18,418 | $424K | 0.0% | -20.5% | 0.108% | |
2/10/2025 | Commonwealth Equity Services LLC | 86,867 | $2M | 0.0% | +58.6% | 0.511% | |
2/7/2025 | Inspire Advisors LLC | 13,010 | $299K | 0.0% | -72.0% | 0.077% | |
2/6/2025 | Atria Investments Inc | 105,322 | $2.43M | 0.0% | -3.0% | 0.620% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 57,060 | $1.31M | 0.0% | +124.9% | 0.336% | |
2/5/2025 | SRS Capital Advisors Inc. | 24,510 | $564K | 0.0% | -10.2% | 0.144% | |
2/5/2025 | Parkside Financial Bank & Trust | 4,686 | $108K | 0.0% | +46.6% | 0.028% | |
2/5/2025 | Stegent Equity Advisors Inc. | 103,480 | $2.38M | 2.4% | -11.5% | 0.609% | |
2/5/2025 | Whipplewood Advisors LLC | 10,487 | $241K | 0.1% | N/A | 0.062% | |
2/4/2025 | IFP Advisors Inc | 9,854 | $227K | 0.0% | +4.7% | 0.058% | |
2/4/2025 | World Equity Group Inc. | 12,156 | $280K | 0.1% | N/A | 0.072% | |
2/3/2025 | Compass Capital Corp MA ADV | 20,218 | $465K | 0.2% | N/A | 0.119% | |
2/3/2025 | Legacy Capital Group California Inc. | 94,626 | $2.18M | 0.7% | +4.0% | 0.557% | |
2/3/2025 | Private Advisor Group LLC | 136,473 | $3.14M | 0.0% | -87.5% | 0.803% | |
1/31/2025 | 3EDGE Asset Management LP | 98,454 | $2.27M | 0.1% | -72.0% | 0.579% | |
1/31/2025 | Kestra Investment Management LLC | 1,627 | $37K | 0.0% | N/A | 0.010% | |
1/31/2025 | Atria Wealth Solutions Inc. | 17,070 | $393K | 0.0% | -21.8% | 0.100% | |
1/30/2025 | Principal Securities Inc. | 327,452 | $7.54M | 0.2% | +16.1% | 1.926% | |
1/30/2025 | Beacon Capital Management LLC | 301,627 | $6.94M | 0.9% | N/A | 1.774% | |
1/30/2025 | WealthPlan Investment Management LLC | 498,091 | $11.47M | 1.1% | -8.1% | 2.930% | |
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1/30/2025 | WealthPLAN Partners LLC | 156,314 | $3.60M | 0.5% | -6.7% | 0.919% | |
1/24/2025 | Panoramic Investment Advisors LLC | 10,550 | $243K | 0.2% | +5.0% | 0.062% | |
1/23/2025 | New Wave Wealth Advisors LLC | 2,684 | $62K | 0.0% | N/A | 0.016% | |
1/23/2025 | FSA Advisors Inc. | 22,733 | $523K | 0.6% | N/A | 0.134% | |
1/22/2025 | Astor Investment Management LLC | 350,313 | $8.06M | 4.1% | +1.8% | 2.061% | |
1/21/2025 | Andina Capital Management LLC | 52,893 | $1.22M | 1.0% | -2.8% | 0.311% | |
1/21/2025 | B.O.S.S. Retirement Advisors LLC | 11,276 | $260K | 0.1% | N/A | 0.066% | |
1/21/2025 | Geneos Wealth Management Inc. | 3,809 | $88K | 0.0% | N/A | 0.022% | |
1/21/2025 | Encompass More Asset Management | 59,174 | $1.36M | 0.4% | +10.2% | 0.348% | |
1/17/2025 | New Century Financial Group LLC | 12,667 | $294K | 0.1% | -7.8% | 0.075% | |
1/17/2025 | Mutual Advisors LLC | 10,251 | $238K | 0.0% | -5.0% | 0.060% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 113,603 | $2.62M | 0.1% | N/A | 0.668% | |
1/15/2025 | Decker Retirement Planning Inc. | 2,574 | $59K | 0.0% | N/A | 0.015% | |
1/14/2025 | Redhawk Wealth Advisors Inc. | 28,691 | $660K | 0.1% | +6.1% | 0.169% | |
1/14/2025 | Accurate Wealth Management LLC | 60,780 | $1.40M | 0.3% | -18.0% | 0.358% | |
1/13/2025 | Elevated Capital Advisors LLC | 36,497 | $840K | 0.2% | N/A | 0.215% | |
1/13/2025 | Mid American Wealth Advisory Group Inc. | 102,082 | $2.35M | 1.4% | +58.0% | 0.600% | |
11/15/2024 | Legacy Investment Solutions LLC | 55,651 | $1.31M | 0.8% | N/A | 0.327% | |
11/15/2024 | Orion Portfolio Solutions LLC | 139,200 | $3.26M | 0.1% | +1.9% | 0.819% | |
11/15/2024 | Jane Street Group LLC | 136,863 | $3.21M | 0.0% | +138.3% | 0.805% | |
11/15/2024 | Wolverine Trading LLC | 8,686 | $204K | 0.0% | N/A | 0.051% | |
11/15/2024 | IHT Wealth Management LLC | 20,662 | $484K | 0.0% | +4.2% | 0.122% | |
11/15/2024 | HighTower Advisors LLC | 33,239 | $778K | 0.0% | +5.8% | 0.196% | |
11/14/2024 | Encompass More Asset Management | 53,715 | $1.26M | 0.5% | +19.1% | 0.316% | |
11/14/2024 | Flow Traders U.S. LLC | 94,702 | $2.22M | 0.1% | -25.1% | 0.557% | |
11/14/2024 | CreativeOne Wealth LLC | 78,294 | $1.84M | 0.1% | +435.8% | 0.461% | |
11/13/2024 | Townsquare Capital LLC | 12,922 | $303K | 0.0% | N/A | 0.076% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 90,420 | $2.12M | 0.3% | +9.4% | 0.532% | |
11/7/2024 | Napa Wealth Management | 89,133 | $2.09M | 1.0% | N/A | 0.524% | |
11/7/2024 | Peterson Financial Group Inc. | 1,136 | $27K | 0.1% | N/A | 0.007% | |
11/5/2024 | WealthPlan Investment Management LLC | 542,236 | $12.71M | 1.3% | -23.1% | 3.190% | |
11/5/2024 | WealthPLAN Partners LLC | 167,527 | $3.93M | 0.5% | -56.2% | 0.985% | |
11/5/2024 | Harbour Investments Inc. | 10,323 | $242K | 0.0% | +3,996.4% | 0.061% | |
11/4/2024 | Axxcess Wealth Management LLC | 10,122 | $237K | 0.0% | -4.2% | 0.060% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 18,688 | $438K | 0.1% | +5.9% | 0.110% | |
11/4/2024 | Sigma Planning Corp | 18,476 | $433K | 0.0% | +95.0% | 0.109% | |
11/1/2024 | Atria Investments Inc | 108,553 | $2.55M | 0.0% | +0.4% | 0.639% | |
10/28/2024 | Principal Securities Inc. | 282,114 | $6.61M | 0.2% | +49.7% | 1.659% | |
10/25/2024 | Andina Capital Management LLC | 54,424 | $1.28M | 1.0% | +13.1% | 0.320% | |
10/24/2024 | Family Investment Center Inc. | 8,768 | $206K | 0.1% | N/A | 0.052% | |
10/24/2024 | Astor Investment Management LLC | 343,987 | $8.07M | 3.9% | -5.5% | 2.023% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 16,163 | $379K | 0.0% | +25.7% | 0.095% | |
10/23/2024 | Legacy Capital Group California Inc. | 90,984 | $2.13M | 0.7% | +3.9% | 0.535% | |
10/22/2024 | Private Advisor Group LLC | 1,088,373 | $25.52M | 0.2% | +5.1% | 6.402% | |
10/22/2024 | CPA Asset Management LLC | 12,884 | $302K | 0.1% | -33.3% | 0.076% | |
10/19/2024 | Narus Financial Partners LLC | 41,807 | $980K | 0.4% | -33.9% | 0.246% | |
10/19/2024 | Stegent Equity Advisors Inc. | 116,903 | $2.74M | 3.0% | -27.7% | 0.688% | |
10/19/2024 | New Century Financial Group LLC | 13,735 | $322K | 0.1% | N/A | 0.081% | |
10/18/2024 | Accurate Wealth Management LLC | 74,109 | $1.74M | 0.3% | +54.8% | 0.436% | |
10/17/2024 | Inspire Advisors LLC | 46,413 | $1.09M | 0.1% | N/A | 0.273% | |
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10/11/2024 | Redhawk Wealth Advisors Inc. | 27,039 | $634K | 0.1% | +64.4% | 0.159% | |
10/7/2024 | Richard P Slaughter Associates Inc | 14,923 | $350K | 0.1% | -97.5% | 0.088% | |
10/2/2024 | Mid American Wealth Advisory Group Inc. | 64,623 | $1.52M | 1.0% | +68.6% | 0.380% | |
8/21/2024 | Truist Financial Corp | 128,878 | $3.13M | 0.0% | +2.0% | 0.758% | |
8/13/2024 | AE Wealth Management LLC | 126,061 | $3.06M | 0.0% | +66.0% | 0.742% | |
8/9/2024 | Pekin Hardy Strauss Inc. | 82,657 | $2.01M | 0.3% | +13.5% | 0.486% | |
8/9/2024 | WealthPLAN Partners LLC | 382,193 | $9.29M | 1.0% | -0.6% | 2.248% | |
8/9/2024 | Citizens Financial Group Inc. RI | 91,145 | $2.22M | 0.0% | +2.0% | 0.536% | |
8/8/2024 | Envestnet Asset Management Inc. | 473,214 | $11.50M | 0.0% | +3.6% | 2.784% | |
8/7/2024 | Seaview Investment Managers LLC | 38,998 | $948K | 0.3% | N/A | 0.229% | |