7/21/2025 | Ameritas Advisory Services LLC | 959 | $27K | 0.0% | N/A | 0.015% | |
7/16/2025 | New Insight Wealth Advisors | 21,497 | $602K | 0.2% | +9.4% | 0.326% | |
7/15/2025 | McAdam LLC | 398,018 | $11.14M | 0.6% | +23.7% | 6.031% | |
7/15/2025 | Retireful LLC | 40,093 | $1.12M | 0.8% | N/A | 0.607% | |
7/11/2025 | Farther Finance Advisors LLC | 44,058 | $1.23M | 0.0% | +96.1% | 0.668% | |
7/2/2025 | Dentgroup LLC | 26,327 | $737K | 0.5% | -33.1% | 0.399% | |
5/21/2025 | McAdam LLC | 321,746 | $8.22M | 0.5% | +64.9% | 5.027% | |
5/15/2025 | OLD Mission Capital LLC | 51,907 | $1.33M | 0.0% | +88.8% | 0.837% | |
5/14/2025 | Kestra Advisory Services LLC | 156,436 | $4.00M | 0.0% | +20.0% | 2.523% | |
5/9/2025 | Commonwealth Equity Services LLC | 861,735 | $22.02M | 0.0% | +3.4% | 13.899% | |
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5/8/2025 | Pasadena Private Wealth LLC | 599,514 | $15.32M | 3.0% | N/A | 9.670% | |
5/5/2025 | Dahring Cusmano LLC | 14,114 | $361K | 0.3% | +28.5% | 0.228% | |
4/30/2025 | New Insight Wealth Advisors | 19,649 | $502K | 0.2% | +21.1% | 0.317% | |
4/30/2025 | Stratos Wealth Advisors LLC | 29,780 | $761K | 0.0% | -3.2% | 0.480% | |
4/29/2025 | Envestnet Asset Management Inc. | 39,945 | $1.02M | 0.0% | +70.9% | 0.644% | |
4/25/2025 | Salus Financial Advisors LLC | 270,552 | $6.91M | 5.2% | +18.2% | 4.665% | |
4/24/2025 | Sunbelt Securities Inc. | 100,951 | $2.58M | 0.2% | +1.7% | 1.741% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 17,188 | $439K | 0.0% | +8.9% | 0.296% | |
4/22/2025 | Merkkuri Wealth Advisors LLC | 60,495 | $1.55M | 1.3% | -1.7% | 1.043% | |
4/14/2025 | Farther Finance Advisors LLC | 22,465 | $576K | 0.0% | +19.5% | 0.387% | |
4/14/2025 | Dentgroup LLC | 39,335 | $1.01M | 0.8% | +140.7% | 0.678% | |
4/9/2025 | RFG Advisory LLC | 53,794 | $1.37M | 0.0% | +301.0% | 0.927% | |
2/20/2025 | Ball & Co Wealth Management Inc. | 2,670 | $67K | 0.1% | N/A | 0.111% | |
2/18/2025 | Sunbelt Securities Inc. | 99,250 | $2.52M | 0.2% | +19.4% | 4.135% | |
2/17/2025 | Salus Financial Advisors LLC | 228,852 | $5.77M | 4.5% | N/A | 9.536% | |
2/17/2025 | Citadel Advisors LLC | 65,144 | $1.64M | 0.0% | N/A | 2.714% | |
2/14/2025 | Jane Street Group LLC | 124,045 | $3.13M | 0.0% | +456.4% | 5.169% | |
2/13/2025 | Envestnet Asset Management Inc. | 23,375 | $590K | 0.0% | +51.2% | 0.974% | |
2/12/2025 | OLD Mission Capital LLC | 27,494 | $694K | 0.0% | N/A | 1.146% | |
2/12/2025 | JPMorgan Chase & Co. | 16,001 | $404K | 0.0% | +44.1% | 0.667% | |
2/10/2025 | Commonwealth Equity Services LLC | 833,607 | $21.03M | 0.0% | +9.7% | 34.734% | |
2/10/2025 | Farther Finance Advisors LLC | 18,799 | $474K | 0.0% | +47.3% | 0.783% | |
2/7/2025 | New Insight Wealth Advisors | 16,224 | $409K | 0.2% | +10.1% | 0.676% | |
2/3/2025 | Dahring Cusmano LLC | 10,981 | $277K | 0.3% | N/A | 0.458% | |
1/30/2025 | Principal Securities Inc. | 2,508 | $63K | 0.0% | N/A | 0.105% | |
1/27/2025 | Stratos Wealth Advisors LLC | 30,770 | $776K | 0.0% | N/A | 1.282% | |
1/24/2025 | McAdam LLC | 195,119 | $4.92M | 0.3% | +481.3% | 8.130% | |
1/21/2025 | Merkkuri Wealth Advisors LLC | 61,534 | $1.55M | 1.2% | +0.8% | 2.564% | |
1/21/2025 | RFG Advisory LLC | 13,415 | $338K | 0.0% | N/A | 0.559% | |
1/3/2025 | Dentgroup LLC | 16,344 | $412K | 0.3% | +44.5% | 0.681% | |
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12/26/2024 | JPMorgan Chase & Co. | 11,103 | $300K | 0.0% | -78.8% | 0.463% | |
11/18/2024 | Sunbelt Securities Inc. | 83,147 | $2.25M | 0.2% | +4.5% | 3.464% | |
11/15/2024 | MML Investors Services LLC | 10,114 | $274K | 0.0% | +9.0% | 0.421% | |
11/15/2024 | Jane Street Group LLC | 22,293 | $603K | 0.0% | -63.6% | 0.929% | |
11/13/2024 | FMR LLC | 1,108 | $30K | 0.0% | +151.8% | 0.046% | |
11/12/2024 | Larson Financial Group LLC | 961 | $26K | 0.0% | N/A | 0.040% | |
10/29/2024 | Farther Finance Advisors LLC | 12,766 | $345K | 0.0% | +27.4% | 0.532% | |
10/23/2024 | Merkkuri Wealth Advisors LLC | 61,031 | $1.65M | 1.3% | +14.2% | 2.543% | |
10/22/2024 | McAdam LLC | 33,567 | $908K | 0.1% | N/A | 1.399% | |
10/2/2024 | Dentgroup LLC | 11,311 | $306K | 0.2% | -78.6% | 0.471% | |
8/16/2024 | Sunbelt Securities Inc. | 79,587 | $2.04M | 0.2% | +2.6% | 3.316% | |
8/2/2024 | Birchcreek Wealth Management LLC | 13,653 | $349K | 0.2% | N/A | 0.569% | |
7/31/2024 | Farther Finance Advisors LLC | 10,023 | $257K | 0.0% | +491.0% | 0.418% | |
7/31/2024 | Commonwealth Equity Services LLC | 672,951 | $17.22M | 0.0% | +19.2% | 28.040% | |
7/8/2024 | Dentgroup LLC | 52,772 | $1.35M | 1.1% | N/A | 2.199% | |
5/4/2024 | Csenge Advisory Group | 26,919 | $668K | 0.0% | +7.1% | 1.122% | |
4/29/2024 | Commonwealth Equity Services LLC | 564,367 | $14.00M | 0.0% | +609.4% | 23.515% | |
4/29/2024 | Forthright Family Wealth Advisory LLC | 18,164 | $450K | 0.3% | -16.5% | 0.757% | |
4/15/2024 | Sunbelt Securities Inc. | 77,563 | $1.92M | 0.2% | -2.8% | 7.756% | |
2/28/2024 | Forthright Family Wealth Advisory LLC | 21,755 | $522K | 0.4% | N/A | 2.176% | |
1/24/2024 | International Assets Investment Management LLC | 11,621 | $279K | 0.0% | N/A | 1.162% | |
1/17/2024 | OmniStar Financial Group Inc. | 29,714 | $713K | 0.9% | -1.7% | 2.971% | |
12/11/2023 | Sunbelt Securities Inc. | 81,519 | $1.82M | 0.3% | +0.9% | 8.152% | |
11/7/2023 | OmniStar Financial Group Inc. | 30,214 | $673K | 0.8% | +8.0% | 3.021% | |
11/1/2023 | Csenge Advisory Group | 19,438 | $433K | 0.0% | +92.9% | 1.944% | |
10/23/2023 | Commonwealth Equity Services LLC | 47,299 | $1.05M | 0.0% | -78.6% | 4.730% | |
10/11/2023 | AE Wealth Management LLC | 17,412 | $388K | 0.0% | +72.8% | 1.741% | |
8/10/2023 | Commonwealth Equity Services LLC | 220,995 | $4.91M | 0.0% | -1.5% | 22.100% | |
7/24/2023 | OmniStar Financial Group Inc. | 27,970 | $622K | 0.7% | +17.8% | 2.797% | |
7/20/2023 | Csenge Advisory Group | 10,075 | $224K | 0.0% | N/A | 1.008% | |
7/10/2023 | AE Wealth Management LLC | 10,075 | $224K | 0.0% | N/A | 1.008% | |
5/30/2023 | BKA Wealth Consulting Inc. | 8,972 | $200K | 0.1% | N/A | 0.897% | |
5/22/2023 | American Trust | 4,250 | $653K | 0.0% | +43.5% | 0.425% | |
5/11/2023 | Commonwealth Equity Services LLC | 224,342 | $4.96M | 0.0% | -15.8% | 22.434% | |
5/1/2023 | OmniStar Financial Group Inc. | 23,748 | $525K | 0.7% | N/A | 2.375% | |
4/21/2023 | BKA Wealth Consulting Inc. | 8,972 | $200K | 0.1% | N/A | 0.897% | |
2/10/2023 | Financial Management Network Inc. | 17,703 | $388K | 0.2% | -35.0% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 266,351 | $5.71M | 0.0% | +2.8% | 0.000% | |
2/6/2023 | Glass Jacobson Investment Advisors llc | 2,500 | $54K | 0.0% | N/A | 0.000% | |