5/1/2025 | Stephens Inc. AR | 10,657 | $282K | 0.0% | +10.2% | 0.059% | |
4/29/2025 | Envestnet Asset Management Inc. | 236,754 | $6.26M | 0.0% | -5.5% | 1.308% | |
4/29/2025 | Acorn Financial Advisory Services Inc. ADV | 77,268 | $2.04M | 0.4% | -4.2% | 0.427% | |
4/29/2025 | SMART Wealth LLC | 168,510 | $4.46M | 1.6% | -6.7% | 0.931% | |
4/29/2025 | Silver Oak Securities Incorporated | 26,661 | $706K | 0.1% | -11.9% | 0.147% | |
4/28/2025 | Novem Group | 15,120 | $400K | 0.1% | -10.6% | 0.084% | |
4/28/2025 | Clear Creek Financial Management LLC | 58,548 | $1.55M | 0.2% | +1.1% | 0.323% | |
4/25/2025 | Ameritas Advisory Services LLC | 31,333 | $852K | 0.0% | +2.9% | 0.173% | |
4/23/2025 | Ferguson Shapiro LLC | 420,919 | $11.13M | 4.1% | N/A | 2.326% | |
4/23/2025 | Spire Wealth Management | 11,127 | $294K | 0.0% | -24.9% | 0.061% | |
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4/22/2025 | Avantra Family Wealth Inc. | 28,516 | $754K | 0.7% | +2.1% | 0.158% | |
4/17/2025 | Janney Montgomery Scott LLC | 39,365 | $1.04M | 0.0% | -10.5% | 0.217% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 105,336 | $2.79M | 0.0% | -0.8% | 0.582% | |
4/15/2025 | Noble Wealth Management PBC | 48,170 | $1.27M | 0.9% | -1.9% | 0.266% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 11,304 | $299K | 0.0% | -5.1% | 0.063% | |
4/15/2025 | Integrated Advisors Network LLC | 12,970 | $343K | 0.0% | -3.7% | 0.073% | |
4/14/2025 | Outlook Wealth Advisors LLC | 16,679 | $441K | 0.1% | -47.5% | 0.093% | |
4/9/2025 | Merit Financial Group LLC | 13,548 | $358K | 0.0% | +30.8% | 0.076% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 106,165 | $2.98M | 0.0% | +44.1% | 0.596% | |
3/12/2025 | Centaurus Financial Inc. | 11,914 | $334K | 0.0% | +12.2% | 0.067% | |
3/6/2025 | Wood Tarver Financial Group LLC | 1,108 | $31K | 0.0% | N/A | 0.006% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 25,059 | $702K | 0.1% | +16.8% | 0.143% | |
2/25/2025 | Armis Advisers LLC | 11,828 | $332K | 0.0% | N/A | 0.067% | |
2/25/2025 | Integrated Advisors Network LLC | 13,470 | $378K | 0.0% | -2.9% | 0.077% | |
2/18/2025 | Novem Group | 16,920 | $474K | 0.1% | N/A | 0.134% | |
2/17/2025 | Wolverine Trading LLC | 7,998 | $225K | 0.0% | N/A | 0.063% | |
2/17/2025 | Cetera Investment Advisers | 301,529 | $8.45M | 0.0% | -14.0% | 2.384% | |
2/17/2025 | Citadel Advisors LLC | 46,800 | $1.31M | 0.0% | N/A | 0.370% | |
2/17/2025 | Ameriprise Financial Inc. | 195,847 | $5.49M | 0.0% | N/A | 1.548% | |
2/17/2025 | Aptus Capital Advisors LLC | 183,805 | $5.15M | 0.1% | -4.1% | 1.453% | |
2/17/2025 | Acorn Financial Advisory Services Inc. ADV | 80,665 | $2.26M | 0.4% | N/A | 0.638% | |
2/14/2025 | Jane Street Group LLC | 11,793 | $331K | 0.0% | -70.9% | 0.093% | |
2/14/2025 | Topsail Wealth Management LLC | 2,750 | $77K | 0.0% | N/A | 0.022% | |
2/14/2025 | MML Investors Services LLC | 203,261 | $5.70M | 0.0% | -8.2% | 1.607% | |
2/13/2025 | NewEdge Advisors LLC | 28,453 | $798K | 0.0% | -3.9% | 0.225% | |
2/13/2025 | CreativeOne Wealth LLC | 11,306 | $317K | 0.0% | +48.6% | 0.089% | |
2/13/2025 | Rockefeller Capital Management L.P. | 33,957 | $952K | 0.0% | +26.4% | 0.268% | |
2/13/2025 | Faithward Advisors LLC | 40,982 | $1.15M | 0.2% | +20.1% | 0.324% | |
2/13/2025 | Advisory Services Network LLC | 11,795 | $331K | 0.0% | N/A | 0.093% | |
2/13/2025 | Envestnet Asset Management Inc. | 250,592 | $7.02M | 0.0% | +1.9% | 1.981% | |
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2/12/2025 | OLD Mission Capital LLC | 59,269 | $1.66M | 0.0% | N/A | 0.469% | |
2/12/2025 | Bullseye Investment Management LLC | 11,152 | $313K | 0.2% | -89.7% | 0.088% | |
2/11/2025 | Grantvest Financial Group LLC | 14,189 | $398K | 0.4% | N/A | 0.112% | |
2/11/2025 | Sequent Planning LLC | 142,179 | $3.99M | 1.5% | -26.5% | 1.124% | |
2/11/2025 | LPL Financial LLC | 239,868 | $6.72M | 0.0% | +18.8% | 1.896% | |
2/10/2025 | Harbour Investments Inc. | 104,802 | $2.94M | 0.1% | -0.6% | 0.828% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 74,558 | $2.09M | 0.7% | -1.4% | 0.589% | |
2/10/2025 | Commonwealth Equity Services LLC | 306,563 | $8.59M | 0.0% | -2.6% | 2.423% | |
2/10/2025 | Avantax Advisory Services Inc. | 25,984 | $728K | 0.0% | -28.8% | 0.205% | |
2/7/2025 | HighTower Advisors LLC | 43,434 | $1.22M | 0.0% | -4.5% | 0.343% | |
2/7/2025 | Prosperity Wealth Management Inc. | 8,287 | $232K | 0.1% | -13.8% | 0.066% | |
2/7/2025 | Prosperity Financial Group Inc. | 161,462 | $4.53M | 2.3% | -7.5% | 1.276% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 2,573 | $72K | 0.0% | N/A | 0.020% | |
2/6/2025 | Pinnacle Wealth Planning Services Inc. | 25,059 | $702K | 0.0% | +16.8% | 0.198% | |
2/6/2025 | Raymond James Financial Inc. | 333,734 | $9.36M | 0.0% | N/A | 2.638% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 372,896 | $10.45M | 0.1% | -4.3% | 2.948% | |
2/5/2025 | Noble Wealth Management PBC | 49,120 | $1.38M | 1.0% | N/A | 0.388% | |
2/4/2025 | IFP Advisors Inc | 144,257 | $4.04M | 0.1% | +1.3% | 1.140% | |
2/3/2025 | Legacy Solutions LLC | 8,071 | $226K | 0.2% | N/A | 0.064% | |
1/31/2025 | Atria Wealth Solutions Inc. | 31,419 | $881K | 0.0% | +3.8% | 0.248% | |
1/31/2025 | Truist Financial Corp | 460,759 | $12.92M | 0.0% | -14.5% | 3.642% | |
1/30/2025 | Strategic Financial Concepts LLC | 27,638 | $775K | 0.0% | N/A | 0.218% | |
1/30/2025 | Financial Guidance Group Inc. | 179,957 | $5.04M | 2.8% | -4.2% | 1.423% | |
1/28/2025 | SMART Wealth LLC | 180,672 | $5.06M | 1.8% | -29.3% | 1.428% | |
1/28/2025 | Strategic Financial Concepts LLC | 27,638 | $775K | 0.0% | N/A | 0.218% | |
1/27/2025 | Silver Oak Securities Incorporated | 30,268 | $853K | 0.1% | -4.3% | 0.239% | |
1/27/2025 | WESPAC Advisors SoCal LLC | 134,936 | $3.78M | 0.9% | -3.9% | 1.067% | |
1/24/2025 | Holistic Planning LLC | 33,451 | $938K | 0.3% | +58.3% | 0.264% | |
1/24/2025 | Golden State Equity Partners | 15,174 | $425K | 0.1% | -3.8% | 0.120% | |
1/24/2025 | Avantra Family Wealth Inc. | 27,936 | $783K | 0.7% | N/A | 0.221% | |
1/24/2025 | Spire Wealth Management | 14,813 | $415K | 0.0% | -14.9% | 0.117% | |
1/24/2025 | Clear Creek Financial Management LLC | 57,903 | $1.62M | 0.2% | N/A | 0.458% | |
1/23/2025 | Synergy Asset Management LLC | 12,186 | $342K | 0.0% | N/A | 0.096% | |
1/22/2025 | Foundations Investment Advisors LLC | 64,878 | $1.82M | 0.0% | -3.7% | 0.513% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 8,566 | $240K | 0.0% | N/A | 0.068% | |
1/21/2025 | RFG Advisory LLC | 21,939 | $615K | 0.0% | +9.7% | 0.173% | |
1/17/2025 | Janney Montgomery Scott LLC | 43,998 | $1.23M | 0.0% | -26.5% | 0.348% | |
1/16/2025 | Diversify Advisory Services LLC | 32,851 | $917K | 0.1% | -5.8% | 0.260% | |
1/15/2025 | Ameritas Advisory Services LLC | 30,439 | $853K | 0.0% | -13.9% | 0.241% | |
1/15/2025 | Merit Financial Group LLC | 10,356 | $290K | 0.0% | N/A | 0.082% | |
1/15/2025 | Kaye Capital Management | 243,057 | $6.81M | 3.1% | -0.2% | 1.921% | |
1/14/2025 | Outlook Wealth Advisors LLC | 31,769 | $890K | 0.3% | -7.6% | 0.251% | |
1/14/2025 | Park Avenue Securities LLC | 15,317 | $429K | 0.0% | +5.1% | 0.121% | |
1/14/2025 | Ignite Planners LLC | 39,664 | $1.12M | 0.2% | +9.0% | 0.314% | |
1/13/2025 | Brookstone Capital Management | 8,039 | $225K | 0.0% | -11.0% | 0.064% | |
1/10/2025 | ORG Partners LLC | 12,500 | $350K | 0.0% | +400.0% | 0.099% | |
1/8/2025 | International Assets Investment Management LLC | 8,357 | $234K | 0.0% | -99.9% | 0.066% | |
12/26/2024 | JPMorgan Chase & Co. | 14,145 | $382K | 0.0% | N/A | 0.112% | |
12/16/2024 | SMART Wealth LLC | 255,394 | $6.90M | 2.7% | -18.7% | 2.019% | |
11/15/2024 | MML Investors Services LLC | 221,457 | $5.98M | 0.0% | +49.3% | 1.751% | |
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11/15/2024 | Jane Street Group LLC | 40,575 | $1.10M | 0.0% | +8.2% | 0.321% | |
11/15/2024 | HighTower Advisors LLC | 45,484 | $1.23M | 0.0% | +104.4% | 0.360% | |
11/14/2024 | Rockefeller Capital Management L.P. | 26,863 | $726K | 0.0% | +18.0% | 0.212% | |
11/14/2024 | CreativeOne Wealth LLC | 7,606 | $205K | 0.0% | N/A | 0.060% | |
11/13/2024 | Prosperity Financial Group Inc. | 174,641 | $4.72M | 2.6% | -7.5% | 1.381% | |
11/12/2024 | Centaurus Financial Inc. | 10,614 | $287K | 0.0% | +47.1% | 0.084% | |
11/6/2024 | WESPAC Advisors SoCal LLC | 140,373 | $3.79M | 0.9% | +6.5% | 1.110% | |
11/6/2024 | Main Street Financial Solutions LLC | 21,834 | $590K | 0.1% | -5.2% | 0.173% | |
11/5/2024 | Aptus Capital Advisors LLC | 191,714 | $5.18M | 0.1% | -8.8% | 1.516% | |
11/5/2024 | Harbour Investments Inc. | 105,410 | $2.85M | 0.1% | -3.5% | 0.833% | |