5/1/2025 | CWM LLC | 125,281 | $5.25M | 0.0% | -14.1% | 1.693% | |
4/29/2025 | Wood Tarver Financial Group LLC | 25,901 | $1.09M | 0.4% | -3.2% | 0.350% | |
4/29/2025 | Envestnet Asset Management Inc. | 64,504 | $2.70M | 0.0% | +11.6% | 0.872% | |
4/29/2025 | Concurrent Investment Advisors LLC | 19,074 | $800K | 0.0% | N/A | 0.258% | |
4/28/2025 | Mutual Advisors LLC | 59,485 | $2.48M | 0.1% | -3.7% | 0.804% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 11,962 | $502K | 0.5% | +3.1% | 0.162% | |
4/28/2025 | Clear Creek Financial Management LLC | 11,897 | $499K | 0.1% | +2.3% | 0.161% | |
4/23/2025 | Spire Wealth Management | 61,218 | $2.57M | 0.1% | -7.2% | 0.835% | |
4/23/2025 | Oppenheimer & Co. Inc. | 488,366 | $20.47M | 0.3% | -1.0% | 6.663% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 48,945 | $2.05M | 0.0% | -0.9% | 0.668% | |
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4/22/2025 | Buck Wealth Strategies LLC | 16,127 | $676K | 0.1% | N/A | 0.220% | |
4/22/2025 | World Equity Group Inc. | 19,004 | $797K | 0.2% | -3.2% | 0.259% | |
4/22/2025 | Echo Wealth Management LLC | 42,627 | $1.79M | 1.2% | +7.1% | 0.582% | |
4/22/2025 | Castleview Partners LLC | 29,120 | $1.22M | 0.8% | -4.7% | 0.397% | |
4/17/2025 | Sowell Financial Services LLC | 10,325 | $433K | 0.0% | +2.7% | 0.141% | |
4/17/2025 | Janney Montgomery Scott LLC | 49,758 | $2.09M | 0.0% | -1.0% | 0.679% | |
4/17/2025 | Keystone Wealth Services LLC | 27,309 | $1.15M | 0.3% | -9.1% | 0.373% | |
4/16/2025 | Lakeridge Wealth Management LLC | 13,036 | $546K | 0.3% | -20.9% | 0.178% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,988 | $293K | 0.0% | -32.2% | 0.095% | |
4/14/2025 | Tounjian Advisory Partners LLC | 63,322 | $2.65M | 0.5% | N/A | 0.864% | |
4/14/2025 | Farther Finance Advisors LLC | 25,716 | $1.08M | 0.0% | +3,167.6% | 0.351% | |
4/11/2025 | Signal Advisors Wealth LLC | 18,899 | $792K | 0.1% | -48.4% | 0.258% | |
4/10/2025 | Beacon Financial Group | 12,878 | $540K | 0.1% | -3.6% | 0.176% | |
4/9/2025 | NBC Securities Inc. | 12,024 | $504K | 0.0% | +92,392.3% | 0.164% | |
4/4/2025 | Sage Capital Advisors llc | 9,050 | $379K | 0.1% | -57.0% | 0.123% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,311 | $442K | 0.0% | -43.6% | 0.137% | |
3/6/2025 | Wood Tarver Financial Group LLC | 26,745 | $1.15M | 0.4% | N/A | 0.355% | |
2/27/2025 | REAP Financial Group LLC | 153,524 | $6.58M | 1.6% | -11.5% | 2.380% | |
2/26/2025 | LifeWealth Investments LLC | 16,242 | $696K | 0.5% | N/A | 0.252% | |
2/25/2025 | Armis Advisers LLC | 154,564 | $6.63M | 0.8% | N/A | 2.396% | |
2/18/2025 | Sunbelt Securities Inc. | 35,147 | $1.51M | 0.1% | -6.4% | 0.545% | |
2/17/2025 | Wolverine Trading LLC | 6,616 | $284K | 0.0% | N/A | 0.103% | |
2/17/2025 | Cetera Investment Advisers | 82,298 | $3.53M | 0.0% | -14.6% | 1.276% | |
2/14/2025 | Jane Street Group LLC | 6,405 | $275K | 0.0% | -83.7% | 0.099% | |
2/14/2025 | Topsail Wealth Management LLC | 2,975 | $128K | 0.0% | N/A | 0.046% | |
2/14/2025 | Susquehanna International Group LLP | 45,606 | $1.96M | 0.0% | +319.6% | 0.707% | |
2/13/2025 | CreativeOne Wealth LLC | 5,426 | $233K | 0.0% | N/A | 0.084% | |
2/13/2025 | Mariner LLC | 67,357 | $2.89M | 0.0% | +23.5% | 1.044% | |
2/13/2025 | Townsquare Capital LLC | 40,655 | $1.74M | 0.0% | +33.8% | 0.630% | |
2/13/2025 | Oder Investment Management LLC | 5,318 | $228K | 0.2% | -5.9% | 0.082% | |
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2/13/2025 | Integrity Financial Corp WA | 8,740 | $375K | 0.2% | +29.6% | 0.136% | |
2/13/2025 | Raymond James Financial Inc. | 63,265 | $2.71M | 0.0% | N/A | 0.981% | |
2/13/2025 | Advisory Services Network LLC | 60,610 | $2.60M | 0.0% | -4.2% | 0.940% | |
2/13/2025 | Envestnet Asset Management Inc. | 57,777 | $2.48M | 0.0% | -13.3% | 0.896% | |
2/13/2025 | Wells Fargo & Company MN | 689 | $30K | 0.0% | N/A | 0.011% | |
2/12/2025 | OLD Mission Capital LLC | 6,109 | $262K | 0.0% | -70.2% | 0.095% | |
2/12/2025 | Orion Portfolio Solutions LLC | 12,385 | $531K | 0.0% | N/A | 0.192% | |
2/12/2025 | JPMorgan Chase & Co. | 5,633 | $241K | 0.0% | +327.4% | 0.087% | |
2/12/2025 | Ausdal Financial Partners Inc. | 6,557 | $281K | 0.0% | N/A | 0.102% | |
2/11/2025 | Grantvest Financial Group LLC | 20,094 | $861K | 1.0% | N/A | 0.312% | |
2/11/2025 | LPL Financial LLC | 47,630 | $2.04M | 0.0% | +2.0% | 0.738% | |
2/10/2025 | Horizon Investments LLC | 14,310 | $613K | 0.0% | +89.1% | 0.222% | |
2/10/2025 | Arbor Capital Management Inc. ADV | 11,601 | $506K | 0.5% | N/A | 0.180% | |
2/10/2025 | Harbour Investments Inc. | 81,089 | $3.48M | 0.1% | -3.6% | 1.257% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 15,939 | $683K | 0.0% | N/A | 0.247% | |
2/10/2025 | Commonwealth Equity Services LLC | 274,644 | $11.77M | 0.0% | +9.5% | 4.258% | |
2/10/2025 | Avantax Advisory Services Inc. | 23,168 | $993K | 0.0% | -1.3% | 0.359% | |
2/10/2025 | Farther Finance Advisors LLC | 787 | $34K | 0.0% | N/A | 0.012% | |
2/7/2025 | HighTower Advisors LLC | 18,124 | $777K | 0.0% | N/A | 0.281% | |
2/6/2025 | Raymond James Financial Inc. | 63,265 | $2.71M | 0.0% | N/A | 0.981% | |
2/6/2025 | LVZ Inc. | 14,668 | $629K | 0.1% | +30.7% | 0.227% | |
2/6/2025 | Assetmark Inc. | 604 | $26K | 0.0% | N/A | 0.009% | |
2/6/2025 | Keystone Wealth Services LLC | 30,049 | $1.29M | 0.3% | -13.6% | 0.466% | |
2/5/2025 | Oppenheimer & Co. Inc. | 493,441 | $21.15M | 0.3% | N/A | 7.650% | |
2/4/2025 | IFP Advisors Inc | 126,214 | $5.41M | 0.2% | +0.8% | 1.957% | |
2/4/2025 | World Equity Group Inc. | 19,629 | $841K | 0.2% | -2.5% | 0.304% | |
2/3/2025 | Advyzon Investment Management LLC | 7,718 | $331K | 0.1% | N/A | 0.120% | |
2/3/2025 | SNS Financial Group LLC | 6,310 | $270K | 0.0% | -36.4% | 0.098% | |
1/31/2025 | Atria Wealth Solutions Inc. | 35,778 | $1.53M | 0.0% | +426.5% | 0.555% | |
1/31/2025 | Truist Financial Corp | 49,212 | $2.11M | 0.0% | +15.6% | 0.763% | |
1/31/2025 | Sanctuary Advisors LLC | 10,964 | $479K | 0.0% | +90.0% | 0.170% | |
1/30/2025 | Principal Securities Inc. | 2,650 | $114K | 0.0% | +130.4% | 0.041% | |
1/30/2025 | Legacy Capital Wealth Partners LLC | 6,578 | $282K | 0.1% | N/A | 0.102% | |
1/30/2025 | Hickory Asset Management Inc. | 20,215 | $867K | 0.7% | N/A | 0.313% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 7,658 | $328K | 0.0% | N/A | 0.119% | |
1/29/2025 | MTM Investment Management LLC | 10,895 | $467K | 0.2% | +420.0% | 0.169% | |
1/29/2025 | Beacon Financial Group | 13,360 | $573K | 0.1% | -4.4% | 0.207% | |
1/28/2025 | Kestra Private Wealth Services LLC | 14,300 | $613K | 0.0% | +164.8% | 0.222% | |
1/28/2025 | SOA Wealth Advisors LLC. | 3,280 | $141K | 0.0% | +185.0% | 0.051% | |
1/28/2025 | Spectrum Asset Management Inc. NB CA | 24,800 | $1.06M | 0.5% | N/A | 0.384% | |
1/27/2025 | Foguth Wealth Management LLC. | 21,923 | $958K | 0.3% | N/A | 0.340% | |
1/24/2025 | Holistic Planning LLC | 14,429 | $619K | 0.2% | N/A | 0.224% | |
1/24/2025 | Spire Wealth Management | 65,958 | $2.83M | 0.1% | +95.2% | 1.023% | |
1/24/2025 | Clear Creek Financial Management LLC | 11,632 | $499K | 0.1% | -65.4% | 0.180% | |
1/23/2025 | Strategic Blueprint LLC | 6,896 | $296K | 0.0% | N/A | 0.107% | |
1/23/2025 | McKinley Carter Wealth Services Inc. | 22,535 | $966K | 0.1% | -4.0% | 0.349% | |
1/21/2025 | Echo Wealth Management LLC | 39,794 | $1.71M | 1.2% | -2.8% | 0.617% | |
1/17/2025 | Janney Montgomery Scott LLC | 50,258 | $2.15M | 0.0% | +479.2% | 0.779% | |
1/16/2025 | RiverTree Advisors LLC | 57,938 | $2.48M | 1.6% | N/A | 0.898% | |
1/16/2025 | Cascade Investment Group Inc. | 4,968 | $213K | 0.2% | N/A | 0.077% | |
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1/15/2025 | Ameritas Advisory Services LLC | 10,643 | $456K | 0.0% | +3.1% | 0.165% | |
1/15/2025 | Arkadios Wealth Advisors | 7,670 | $329K | 0.0% | N/A | 0.119% | |
1/14/2025 | Ignite Planners LLC | 24,908 | $1.08M | 0.2% | +5.4% | 0.386% | |
1/14/2025 | Signal Advisors Wealth LLC | 36,661 | $1.57M | 0.2% | +250.4% | 0.568% | |
1/10/2025 | Sage Capital Advisors llc | 21,032 | $902K | 0.2% | -2.7% | 0.326% | |
12/26/2024 | JPMorgan Chase & Co. | 1,318 | $56K | 0.0% | +112.2% | 0.020% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 108,764 | $4.59M | 1.8% | -0.6% | 1.686% | |
11/25/2024 | Sanctuary Advisors LLC | 5,770 | $248K | 0.0% | -21.8% | 0.089% | |
11/15/2024 | MML Investors Services LLC | 6,271 | $264K | 0.0% | -23.9% | 0.097% | |
11/15/2024 | Jane Street Group LLC | 39,266 | $1.66M | 0.0% | -20.8% | 0.609% | |