5/1/2025 | CWM LLC | 93,518 | $3.63M | 0.0% | -5.8% | 1.199% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 18,161 | $705K | 0.1% | -1.6% | 0.233% | |
4/29/2025 | Wood Tarver Financial Group LLC | 436,057 | $16.92M | 5.5% | -18.7% | 5.590% | |
4/29/2025 | Envestnet Asset Management Inc. | 63,489 | $2.46M | 0.0% | +10.7% | 0.814% | |
4/28/2025 | Mutual Advisors LLC | 30,687 | $1.18M | 0.0% | -2.2% | 0.393% | |
4/28/2025 | Clear Creek Financial Management LLC | 5,978 | $232K | 0.0% | -22.3% | 0.077% | |
4/25/2025 | Ameritas Advisory Services LLC | 36,438 | $1.43M | 0.1% | -13.6% | 0.467% | |
4/23/2025 | Spire Wealth Management | 33,779 | $1.31M | 0.0% | -18.2% | 0.433% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 114,627 | $4.45M | 0.0% | -3.0% | 1.479% | |
4/22/2025 | MinichMacGregor Wealth Management LLC | 202,403 | $7.85M | 1.8% | +23.2% | 2.612% | |
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4/22/2025 | Buck Wealth Strategies LLC | 5,435 | $211K | 0.0% | N/A | 0.070% | |
4/21/2025 | Hartford Financial Management Inc. | 150,558 | $5.84M | 1.2% | -1.5% | 1.943% | |
4/21/2025 | LifeWealth Investments LLC | 52,446 | $2.04M | 0.8% | +66.8% | 0.677% | |
4/16/2025 | Lakeridge Wealth Management LLC | 9,545 | $370K | 0.2% | -26.8% | 0.123% | |
4/14/2025 | Farther Finance Advisors LLC | 22,408 | $871K | 0.0% | +3,996.5% | 0.289% | |
4/11/2025 | Signal Advisors Wealth LLC | 125,732 | $4.88M | 0.5% | -32.3% | 1.622% | |
4/4/2025 | Sage Capital Advisors llc | 13,490 | $523K | 0.1% | -44.9% | 0.174% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,258 | $209K | 0.0% | N/A | 0.068% | |
3/6/2025 | Wood Tarver Financial Group LLC | 536,124 | $21.27M | 7.1% | N/A | 6.830% | |
2/27/2025 | REAP Financial Group LLC | 148,801 | $5.90M | 1.5% | -2.6% | 1.888% | |
2/26/2025 | LifeWealth Investments LLC | 31,438 | $1.25M | 0.8% | N/A | 0.399% | |
2/25/2025 | Armis Advisers LLC | 150,538 | $5.97M | 0.7% | N/A | 1.910% | |
2/18/2025 | Sunbelt Securities Inc. | 10,344 | $412K | 0.0% | -4.1% | 0.131% | |
2/17/2025 | EPG Wealth Management LLC | 3,000 | $119K | 0.0% | -25.0% | 0.038% | |
2/17/2025 | Cetera Investment Advisers | 129,673 | $5.15M | 0.0% | -13.9% | 1.646% | |
2/14/2025 | Jane Street Group LLC | 13,015 | $516K | 0.0% | -61.1% | 0.165% | |
2/14/2025 | Schwallier Wealth Management LLC | 10,780 | $428K | 0.3% | -21.8% | 0.137% | |
2/14/2025 | Prosperity Consulting Group LLC | 122,356 | $4.86M | 0.4% | -8.4% | 1.553% | |
2/14/2025 | Topsail Wealth Management LLC | 800 | $32K | 0.0% | N/A | 0.010% | |
2/13/2025 | Mariner LLC | 69,732 | $2.77M | 0.0% | -0.7% | 0.885% | |
2/13/2025 | Barclays PLC | 4,808 | $191K | 0.0% | -6.1% | 0.061% | |
2/13/2025 | Integrity Financial Corp WA | 31,700 | $1.26M | 0.7% | +3.0% | 0.402% | |
2/13/2025 | Raymond James Financial Inc. | 40,636 | $1.61M | 0.0% | N/A | 0.516% | |
2/13/2025 | Envestnet Asset Management Inc. | 57,349 | $2.28M | 0.0% | -5.4% | 0.728% | |
2/12/2025 | OLD Mission Capital LLC | 45,750 | $1.82M | 0.0% | N/A | 0.581% | |
2/12/2025 | StoneX Group Inc. | 33,379 | $1.32M | 0.1% | -7.8% | 0.424% | |
2/12/2025 | JPMorgan Chase & Co. | 1,952 | $77K | 0.0% | N/A | 0.025% | |
2/11/2025 | Modern Wealth Management LLC | 5,720 | $231K | 0.0% | N/A | 0.073% | |
2/11/2025 | Grantvest Financial Group LLC | 28,207 | $1.12M | 1.3% | N/A | 0.358% | |
2/11/2025 | LPL Financial LLC | 100,458 | $3.99M | 0.0% | -4.8% | 1.275% | |
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2/10/2025 | Horizon Investments LLC | 15,507 | $615K | 0.0% | +88.1% | 0.197% | |
2/10/2025 | Arbor Capital Management Inc. ADV | 11,756 | $474K | 0.5% | -4.2% | 0.149% | |
2/10/2025 | IMG Wealth Management Inc. | 7,853 | $312K | 0.3% | N/A | 0.100% | |
2/10/2025 | Harbour Investments Inc. | 24,004 | $952K | 0.0% | -4.5% | 0.305% | |
2/10/2025 | Commonwealth Equity Services LLC | 460,678 | $18.28M | 0.0% | -4.6% | 5.846% | |
2/7/2025 | HighTower Advisors LLC | 6,287 | $249K | 0.0% | -44.4% | 0.080% | |
2/6/2025 | Raymond James Financial Inc. | 40,636 | $1.61M | 0.0% | N/A | 0.516% | |
2/6/2025 | Atria Investments Inc | 10,525 | $418K | 0.0% | -16.3% | 0.134% | |
2/4/2025 | Wealthgarden F.S. LLC | 9,379 | $372K | 0.3% | N/A | 0.119% | |
2/3/2025 | Camelot Portfolios LLC | 30,440 | $1.21M | 1.3% | -7.0% | 0.386% | |
2/3/2025 | Advyzon Investment Management LLC | 5,100 | $202K | 0.1% | N/A | 0.065% | |
1/31/2025 | Atria Wealth Solutions Inc. | 18,664 | $741K | 0.0% | +1.9% | 0.237% | |
1/30/2025 | Hickory Asset Management Inc. | 45,121 | $1.79M | 1.5% | N/A | 0.573% | |
1/28/2025 | Kestra Private Wealth Services LLC | 19,951 | $792K | 0.0% | +3.0% | 0.253% | |
1/27/2025 | Foguth Wealth Management LLC. | 180,412 | $7.29M | 1.9% | -8.3% | 2.289% | |
1/27/2025 | Commonwealth Financial Services LLC | 32,739 | $1.30M | 0.3% | -6.5% | 0.415% | |
1/24/2025 | Holistic Planning LLC | 5,048 | $200K | 0.1% | N/A | 0.064% | |
1/24/2025 | Spire Wealth Management | 41,314 | $1.64M | 0.1% | -1.3% | 0.524% | |
1/24/2025 | Clear Creek Financial Management LLC | 7,692 | $305K | 0.0% | N/A | 0.098% | |
1/23/2025 | Hartford Financial Management Inc. | 152,926 | $6.07M | 1.2% | -2.4% | 1.941% | |
1/17/2025 | MinichMacGregor Wealth Management LLC | 164,349 | $6.52M | 1.4% | +1.6% | 2.086% | |
1/17/2025 | Mutual Advisors LLC | 31,387 | $1.25M | 0.0% | -3.7% | 0.398% | |
1/17/2025 | Janney Montgomery Scott LLC | 64,698 | $2.57M | 0.0% | -4.2% | 0.821% | |
1/15/2025 | Ameritas Advisory Services LLC | 42,188 | $1.67M | 0.1% | +15.0% | 0.535% | |
1/14/2025 | Ignite Planners LLC | 39,700 | $1.58M | 0.3% | -3.8% | 0.504% | |
1/14/2025 | Signal Advisors Wealth LLC | 185,645 | $7.37M | 0.8% | -5.4% | 2.356% | |
1/10/2025 | Sage Capital Advisors llc | 24,472 | $971K | 0.3% | -2.5% | 0.311% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 13,013 | $508K | 0.0% | -10.3% | 0.165% | |
11/20/2024 | SOA Wealth Advisors LLC. | 1,832 | $72K | 0.0% | N/A | 0.023% | |
11/19/2024 | Barclays PLC | 5,122 | $200K | 0.0% | N/A | 0.065% | |
11/18/2024 | Sunbelt Securities Inc. | 10,781 | $422K | 0.0% | +4.0% | 0.137% | |
11/15/2024 | Barclays PLC | 5,122 | $200K | 0.0% | N/A | 0.065% | |
11/15/2024 | MML Investors Services LLC | 20,741 | $812K | 0.0% | +174.0% | 0.263% | |
11/15/2024 | Jane Street Group LLC | 33,424 | $1.31M | 0.0% | +100.2% | 0.424% | |
11/15/2024 | Wolverine Trading LLC | 6,462 | $252K | 0.0% | N/A | 0.082% | |
11/15/2024 | HighTower Advisors LLC | 11,308 | $442K | 0.0% | -32.4% | 0.144% | |
11/14/2024 | CreativeOne Wealth LLC | 6,288 | $246K | 0.0% | N/A | 0.080% | |
11/12/2024 | StoneX Group Inc. | 36,185 | $1.42M | 0.1% | +9.2% | 0.459% | |
11/12/2024 | Meridian Wealth Management LLC | 6,680 | $261K | 0.0% | -16.2% | 0.085% | |
11/8/2024 | MTM Investment Management LLC | 3,670 | $143K | 0.1% | +267.0% | 0.047% | |
11/7/2024 | Schwallier Wealth Management LLC | 13,780 | $539K | 0.4% | N/A | 0.175% | |
11/6/2024 | Oppenheimer & Co. Inc. | 5,280 | $207K | 0.0% | -12.0% | 0.067% | |
11/5/2024 | Harbour Investments Inc. | 25,129 | $983K | 0.0% | -9.8% | 0.319% | |
11/1/2024 | Atria Investments Inc | 12,570 | $492K | 0.0% | -2.2% | 0.160% | |
10/30/2024 | Maia Wealth LLC | 127,276 | $4.98M | 1.2% | N/A | 1.615% | |
10/30/2024 | MinichMacGregor Wealth Management LLC | 161,824 | $6.33M | 1.4% | +1.4% | 2.054% | |
10/29/2024 | Janney Montgomery Scott LLC | 67,531 | $2.64M | 0.0% | +89.9% | 0.857% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 3,286 | $129K | 0.0% | N/A | 0.042% | |
10/28/2024 | Hartford Financial Management Inc. | 156,613 | $6.13M | 1.3% | -1.7% | 1.987% | |
10/25/2024 | Valmark Advisers Inc. | 49,623 | $1.94M | 0.0% | N/A | 0.630% | |
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10/25/2024 | Strategic Blueprint LLC | 7,010 | $274K | 0.0% | -26.6% | 0.089% | |
10/24/2024 | Lunt Capital Management Inc. | 23,537 | $921K | 0.4% | N/A | 0.299% | |
10/23/2024 | Mayfair Advisory Group LLC | 8,880 | $347K | 0.2% | N/A | 0.113% | |
10/23/2024 | Silver Oak Securities Incorporated | 30,541 | $1.19M | 0.1% | +625.1% | 0.388% | |
10/23/2024 | Commonwealth Financial Services LLC | 34,997 | $1.36M | 0.3% | +133.4% | 0.444% | |
10/22/2024 | WT Wealth Management | 8,162 | $322K | 0.1% | N/A | 0.104% | |
10/21/2024 | Integrity Financial Corp WA | 30,765 | $1.20M | 0.7% | +126.4% | 0.390% | |
10/18/2024 | Precedent Wealth Partners LLC | 162,700 | $6.37M | 2.1% | N/A | 2.065% | |
10/15/2024 | NBC Securities Inc. | 1,935 | $75K | 0.0% | -72.1% | 0.025% | |
10/8/2024 | CWM LLC | 99,961 | $3.91M | 0.0% | +59.8% | 1.269% | |