5/1/2025 | Platform Technology Partners | 27,714 | $1.77M | 0.5% | -5.3% | 0.276% | |
4/30/2025 | Cornerstone Planning Group LLC | 796 | $55K | 0.0% | N/A | 0.008% | |
4/29/2025 | Envestnet Asset Management Inc. | 55,278 | $3.53M | 0.0% | -93.2% | 0.550% | |
4/24/2025 | Smart Portfolios LLC | 21,051 | $1.35M | 1.5% | -2.6% | 0.209% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 758 | $48K | 0.0% | -45.9% | 0.008% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,936 | $635K | 0.0% | -16.4% | 0.099% | |
4/21/2025 | DecisionMap Wealth Management LLC | 62,360 | $3.99M | 3.0% | +7.5% | 0.620% | |
4/18/2025 | CENTRAL TRUST Co | 475 | $30K | 0.0% | N/A | 0.005% | |
4/14/2025 | Farther Finance Advisors LLC | 587 | $38K | 0.0% | N/A | 0.006% | |
2/12/2025 | OLD Mission Capital LLC | 14,735 | $979K | 0.0% | +125.1% | 0.225% | |
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2/12/2025 | JPMorgan Chase & Co. | 6,342,563 | $421.57M | 0.0% | +92.3% | 96.833% | |
12/26/2024 | JPMorgan Chase & Co. | 3,297,546 | $214.95M | 0.0% | +4.2% | 50.344% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,485 | $97K | 0.0% | -41.2% | 0.023% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 3,367 | $205K | 0.1% | -64.7% | 0.051% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 9,550 | $541K | 0.5% | N/A | 0.253% | |
2/12/2024 | Tradition Wealth Management LLC | 9,192 | $520K | 0.1% | -2.1% | 0.243% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 8,497 | $481K | 0.0% | -5.2% | 0.225% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 9,188 | $482K | 0.1% | -2.9% | 0.243% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 9,460 | $462K | 0.1% | -5.0% | 0.247% | |
2/10/2023 | First Horizon Advisors Inc. | 1,037 | $48K | 0.0% | -30.2% | 0.000% | |
2/3/2023 | Tradition Wealth Management LLC | 9,100 | $423K | 0.1% | -12.0% | 0.000% | |
2/1/2023 | Creative Financial Designs Inc. ADV | 9,963 | $464K | 0.1% | -3.1% | 0.000% | |
10/14/2022 | Santori & Peters Inc. | 22,679 | $983K | 0.7% | -8.2% | 0.000% | |
8/2/2022 | First Horizon Advisors Inc. | 1,538 | $69K | 0.0% | N/A | 0.000% | |
7/13/2022 | Santori & Peters Inc. | 24,711 | $1.12M | 0.7% | -5.6% | 0.000% | |
4/28/2022 | Santori & Peters Inc. | 26,188 | $1.36M | 0.8% | +5.1% | 0.000% | |
4/15/2022 | Creative Financial Designs Inc. ADV | 10,344 | $539K | 0.1% | +5.1% | 0.000% | |
2/9/2022 | First Horizon Advisors Inc. | 1,875 | $102K | 0.0% | +129.8% | 0.000% | |
1/26/2022 | Creative Financial Designs Inc. ADV | 9,844 | $544K | 0.1% | +2.4% | 0.000% | |
1/14/2022 | Santori & Peters Inc. | 24,914 | $1.38M | 0.7% | -1.6% | 0.000% | |
11/16/2021 | SeaCrest Wealth Management LLC | 14,766 | $798K | 0.1% | -7.0% | 0.000% | |
11/16/2021 | LPL Financial LLC | 47,579 | $2.57M | 0.0% | +388.7% | 0.000% | |
11/16/2021 | MML Investors Services LLC | 211,425 | $11.43M | 0.1% | -5.8% | 0.000% | |
11/16/2021 | Claraphi Advisory Network LLC | 5,661 | $306K | 0.1% | -36.5% | 0.000% | |
11/15/2021 | Royal Bank of Canada | 50,902 | $2.75M | 0.0% | +5.8% | 0.000% | |
11/10/2021 | Smart Portfolios LLC | 5,898 | $319K | 0.3% | -80.9% | 0.000% | |
11/9/2021 | Geneos Wealth Management Inc. | 20,966 | $1.15M | 0.0% | -2.9% | 0.000% | |
11/9/2021 | Concourse Financial Group Securities Inc. | 154,874 | $8.37M | 0.5% | -9.4% | 0.000% | |
11/9/2021 | First Horizon Advisors Inc. | 816 | $71K | 0.0% | -49.8% | 0.000% | |
11/8/2021 | Madrona Financial Services LLC | 6,712 | $363K | 0.2% | -4.0% | 0.000% | |
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11/5/2021 | Advisor Group Holdings Inc. | 150,587 | $8.14M | 0.0% | -43.7% | 0.000% | |
11/2/2021 | Signature Securities Group Corporation | 494 | $27K | 0.0% | N/A | 0.000% | |
10/29/2021 | Smart Money Group LLC | 73,099 | $3.95M | 2.9% | -25.3% | 0.000% | |
10/29/2021 | Commonwealth Equity Services LLC | 28,575 | $1.54M | 0.0% | +2.1% | 0.000% | |
10/25/2021 | TrueWealth Advisors LLC | 3,805 | $206K | 0.1% | -8.4% | 0.000% | |
10/22/2021 | Global Retirement Partners LLC | 4,954 | $268K | 0.0% | -5.8% | 0.000% | |
10/22/2021 | Santori & Peters Inc. | 25,312 | $1.37M | 0.8% | -0.8% | 0.000% | |
10/22/2021 | Spire Wealth Management | 876 | $47K | 0.0% | N/A | 0.000% | |
10/21/2021 | Park Avenue Securities LLC | 8,910 | $482K | 0.0% | +7.7% | 0.000% | |
10/18/2021 | Resonant Capital Advisors LLC | 29,326 | $1.59M | 0.3% | -34.6% | 0.000% | |
10/15/2021 | NEXT Financial Group Inc | 28,576 | $1.55M | 0.1% | +6.2% | 0.000% | |
10/13/2021 | Foundations Investment Advisors LLC | 11,368 | $619K | 0.0% | -2.3% | 0.000% | |
10/12/2021 | Level Four Advisory Services LLC | 53,992 | $2.92M | 0.3% | -79.9% | 0.000% | |
10/8/2021 | Creative Financial Designs Inc. ADV | 9,614 | $520K | 0.1% | +7.4% | 0.000% | |
8/17/2021 | Prudential Financial Inc. | 34,785 | $1.86M | 0.0% | -16.8% | 0.000% | |
8/16/2021 | Royal Bank of Canada | 48,117 | $2.57M | 0.0% | +11.2% | 0.000% | |
8/16/2021 | MML Investors Services LLC | 224,457 | $11.99M | 0.1% | -1.2% | 0.000% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 11,338 | $606K | 0.0% | -3.7% | 0.000% | |
8/13/2021 | LPL Financial LLC | 9,736 | $520K | 0.0% | +7.4% | 0.000% | |
8/12/2021 | Smart Portfolios LLC | 30,860 | $1.65M | 1.3% | +15.4% | 0.000% | |
8/11/2021 | Commonwealth Equity Services LLC | 27,998 | $1.50M | 0.0% | +2.1% | 0.000% | |
8/10/2021 | Mid Atlantic Financial Management Inc. ADV | 154,839 | $8.27M | 0.6% | -6.6% | 0.000% | |
8/9/2021 | First Horizon Advisors Inc. | 1,625 | $86K | 0.0% | +20.3% | 0.000% | |
8/9/2021 | Tradition Wealth Management LLC | 8,438 | $451K | 0.1% | +15.0% | 0.000% | |
8/9/2021 | Level Four Advisory Services LLC | 268,547 | $14.35M | 1.0% | -4.0% | 0.000% | |
8/5/2021 | Smart Money Group LLC | 97,859 | $3.68M | 3.7% | +28.3% | 0.000% | |
8/5/2021 | Park Avenue Securities LLC | 8,272 | $442K | 0.0% | +9.4% | 0.000% | |
8/4/2021 | Envestnet Asset Management Inc. | 987,817 | $52.77M | 0.0% | -7.1% | 0.000% | |
8/3/2021 | Smart Money Group LLC | 95,062 | $4.40M | 3.7% | +24.6% | 0.000% | |
8/2/2021 | Advisor Group Holdings Inc. | 267,429 | $14.29M | 0.0% | -5.4% | 0.000% | |
7/31/2021 | Creative Financial Designs Inc. ADV | 8,954 | $478K | 0.1% | +4.0% | 0.000% | |
7/31/2021 | NEXT Financial Group Inc | 26,898 | $1.44M | 0.1% | +2.3% | 0.000% | |
7/21/2021 | Santori & Peters Inc. | 25,527 | $1.36M | 0.8% | -1.7% | 0.000% | |
7/16/2021 | Resonant Capital Advisors LLC | 44,853 | $2.40M | 0.5% | -82.7% | 0.000% | |
6/17/2021 | Geneos Wealth Management Inc. | 21,352 | $1.11M | 0.0% | -5.4% | 0.000% | |
5/18/2021 | Flow Traders U.S. LLC | 4,900 | $242K | 0.0% | N/A | 0.000% | |
5/18/2021 | Citadel Advisors LLC | 19,519 | $965K | 0.0% | N/A | 0.000% | |
5/17/2021 | Royal Bank of Canada | 43,254 | $2.14M | 0.0% | -9.3% | 0.000% | |
5/14/2021 | MML Investors Services LLC | 227,263 | $11.23M | 0.1% | -0.7% | 0.000% | |
5/14/2021 | Donoghue Forlines LLC | 141,263 | $6.98M | 1.4% | -19.9% | 0.000% | |
5/14/2021 | Tradition Wealth Management LLC | 7,338 | $363K | 0.1% | +17.6% | 0.000% | |
5/13/2021 | Proequities Inc. | 182,306 | $9.01M | 0.6% | -12.4% | 0.000% | |
5/12/2021 | Prudential Financial Inc. | 41,819 | $2.07M | 0.0% | -3.7% | 0.000% | |
5/12/2021 | UBS Group AG | 2,056 | $102K | 0.0% | +285.7% | 0.000% | |
5/11/2021 | Mid Atlantic Financial Management Inc. ADV | 165,783 | $8.19M | 0.6% | -17.6% | 0.000% | |
5/11/2021 | First Horizon Advisors Inc. | 1,351 | $65K | 0.0% | N/A | 0.000% | |
5/11/2021 | Wilbanks Smith & Thomas Asset Management LLC | 14,910 | $737K | 0.0% | N/A | 0.000% | |
5/10/2021 | Smart Portfolios LLC | 26,739 | $1.32M | 1.1% | N/A | 0.000% | |
5/10/2021 | Level Four Advisory Services LLC | 279,644 | $13.82M | 1.1% | +10.4% | 0.000% | |
5/4/2021 | Envestnet Asset Management Inc. | 1,063,710 | $52.57M | 0.0% | -9.9% | 0.000% | |
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5/4/2021 | Commonwealth Equity Services LLC | 27,418 | $1.36M | 0.0% | +3.8% | 0.000% | |
4/30/2021 | Claraphi Advisory Network LLC | 9,011 | $445K | 0.1% | -3.5% | 0.000% | |
4/28/2021 | US Bancorp DE | 3,115 | $154K | 0.0% | +8.0% | 0.000% | |
4/28/2021 | Park Avenue Securities LLC | 7,561 | $374K | 0.0% | +47.4% | 0.000% | |
4/28/2021 | Santori & Peters | 25,976 | $1.28M | 0.8% | -14.3% | 0.000% | |
4/28/2021 | Resonant Capital Advisors LLC | 259,818 | $12.84M | 2.6% | +4.7% | 0.000% | |