7/25/2025 | MGO One Seven LLC | 79,772 | $3.23M | 0.1% | -27.1% | 1.231% | |
7/25/2025 | CWM LLC | 103,220 | $4.18M | 0.0% | +27.2% | 1.593% | |
7/25/2025 | Concurrent Investment Advisors LLC | 5,900 | $239K | 0.0% | N/A | 0.091% | |
7/22/2025 | MBL Wealth LLC | 21,235 | $859K | 0.1% | +3.4% | 0.328% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,079 | $84K | 0.0% | N/A | 0.032% | |
7/21/2025 | Triad Wealth Partners LLC | 6,280 | $254K | 0.1% | N/A | 0.097% | |
7/18/2025 | Truist Financial Corp | 96,348 | $3.90M | 0.0% | -0.3% | 1.487% | |
7/17/2025 | XY Planning Network Inc. | 5,153 | $208K | 0.1% | N/A | 0.080% | |
7/15/2025 | Accurate Wealth Management LLC | 25,480 | $1.04M | 0.2% | -12.9% | 0.393% | |
7/14/2025 | Chris Bulman Inc | 6,912 | $280K | 0.2% | N/A | 0.107% | |
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7/14/2025 | KFG Wealth Management LLC | 23,510 | $951K | 0.2% | +1.4% | 0.363% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 43,682 | $1.78M | 0.0% | -2.6% | 0.674% | |
7/9/2025 | Central Valley Advisors LLC | 37,902 | $1.53M | 0.5% | -3.3% | 0.585% | |
7/9/2025 | Fermata Advisors LLC | 59,805 | $2.42M | 0.6% | -88.0% | 0.923% | |
7/9/2025 | Keystone Wealth Services LLC | 5,052 | $204K | 0.0% | N/A | 0.078% | |
7/3/2025 | City Center Advisors LLC | 12,790 | $517K | 0.6% | -6.9% | 0.197% | |
5/21/2025 | MBL Wealth LLC | 20,535 | $783K | 0.1% | +5.9% | 0.314% | |
5/20/2025 | Focus Partners Wealth | 19,340 | $738K | 0.0% | N/A | 0.296% | |
5/19/2025 | Jane Street Group LLC | 9,796 | $374K | 0.0% | -19.0% | 0.150% | |
5/16/2025 | Arete Wealth Advisors LLC | 15,916 | $607K | 0.0% | -15.8% | 0.244% | |
5/16/2025 | Talon Private Wealth LLC | 852,671 | $32.53M | 4.4% | N/A | 13.058% | |
5/15/2025 | OLD Mission Capital LLC | 42,438 | $1.62M | 0.0% | N/A | 0.650% | |
5/14/2025 | Tradition Wealth Management LLC | 7,844 | $299K | 0.0% | -7.6% | 0.120% | |
5/14/2025 | JT Stratford LLC | 14,140 | $539K | 0.1% | -3.3% | 0.217% | |
5/13/2025 | Compass Advisory Group LLC | 20,596 | $786K | 0.3% | -3.2% | 0.315% | |
5/13/2025 | Long Island Wealth Management Inc. | 31,924 | $1.22M | 0.7% | -1.2% | 0.489% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 780 | $30K | 0.0% | N/A | 0.012% | |
5/13/2025 | HighTower Advisors LLC | 23,458 | $895K | 0.0% | +120.2% | 0.359% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 183,451 | $7.01M | 0.6% | +8.5% | 2.809% | |
5/12/2025 | Benjamin Edwards Inc. | 6,348 | $242K | 0.0% | N/A | 0.097% | |
5/9/2025 | Chicago Partners Investment Group LLC | 11,073 | $424K | 0.0% | -36.8% | 0.172% | |
5/9/2025 | WealthShield Partners LLC | 3,538 | $135K | 0.0% | +1,245.2% | 0.055% | |
5/9/2025 | Novus Advisors LLC | 6,996 | $267K | 0.3% | N/A | 0.109% | |
5/8/2025 | Harbour Investments Inc. | 11,555 | $441K | 0.0% | +5.4% | 0.180% | |
5/8/2025 | MGO One Seven LLC | 109,426 | $4.17M | 0.2% | -3.5% | 1.702% | |
5/8/2025 | Arkadios Wealth Advisors | 10,582 | $404K | 0.0% | N/A | 0.165% | |
5/6/2025 | Cetera Investment Advisers | 28,102 | $1.07M | 0.0% | -2.2% | 0.437% | |
5/6/2025 | Avantax Advisory Services Inc. | 7,434 | $284K | 0.0% | -3.8% | 0.116% | |
5/6/2025 | WorthPointe LLC | 9,780 | $373K | 0.2% | N/A | 0.152% | |
5/1/2025 | CWM LLC | 81,175 | $3.10M | 0.0% | +93.4% | 1.262% | |
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4/30/2025 | Trek Financial LLC | 15,993 | $610K | 0.0% | +111.2% | 0.249% | |
4/29/2025 | Envestnet Asset Management Inc. | 39,769 | $1.52M | 0.0% | +99.4% | 0.618% | |
4/29/2025 | Strategic Blueprint LLC | 135,176 | $5.16M | 0.3% | -0.6% | 2.102% | |
4/29/2025 | Brookstone Capital Management | 1,444,403 | $55.09M | 0.8% | +3,173.8% | 22.463% | |
4/28/2025 | Mutual Advisors LLC | 21,161 | $803K | 0.0% | N/A | 0.329% | |
4/23/2025 | Spire Wealth Management | 52,897 | $2.02M | 0.1% | +157.5% | 0.823% | |
4/23/2025 | IMG Wealth Management Inc. | 48,473 | $1.85M | 1.7% | +2.2% | 0.754% | |
4/22/2025 | Prairie Wealth Advisors Inc. | 65,764 | $2.51M | 1.2% | +2.9% | 1.023% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 39,502 | $1.51M | 0.0% | -8.5% | 0.614% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 3,883 | $148K | 0.1% | -26.0% | 0.060% | |
4/16/2025 | Southland Equity Partners LLC | 16,040 | $612K | 0.1% | -14.2% | 0.259% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 44,837 | $1.71M | 0.0% | +10.5% | 0.723% | |
4/15/2025 | Central Valley Advisors LLC | 39,185 | $1.50M | 0.6% | +108.1% | 0.632% | |
4/15/2025 | Accurate Wealth Management LLC | 29,244 | $1.09M | 0.2% | +15.3% | 0.472% | |
4/14/2025 | Tounjian Advisory Partners LLC | 10,758 | $410K | 0.1% | N/A | 0.174% | |
4/14/2025 | City Center Advisors LLC | 13,744 | $524K | 0.6% | +3.7% | 0.222% | |
4/11/2025 | KFG Wealth Management LLC | 23,194 | $885K | 0.2% | +23.7% | 0.374% | |
4/10/2025 | Fermata Advisors LLC | 498,653 | $19.02M | 3.4% | -7.7% | 8.043% | |
4/9/2025 | RFG Advisory LLC | 13,181 | $503K | 0.0% | +91.1% | 0.213% | |
4/8/2025 | Lantz Financial LLC | 52,618 | $2.01M | 0.5% | N/A | 0.849% | |
4/3/2025 | Hiley Hunt Wealth Management | 12,824 | $490K | 0.3% | N/A | 0.207% | |
3/6/2025 | Wood Tarver Financial Group LLC | 16,228 | $632K | 0.2% | N/A | 0.281% | |
2/18/2025 | Orion Capital Management LLC | 3,983 | $155K | 0.1% | N/A | 0.073% | |
2/17/2025 | CoreCap Advisors LLC | 8,310 | $324K | 0.0% | -9.2% | 0.153% | |
2/17/2025 | Cetera Investment Advisers | 28,720 | $1.12M | 0.0% | -8.8% | 0.529% | |
2/17/2025 | Citadel Advisors LLC | 13,520 | $527K | 0.0% | +18.4% | 0.249% | |
2/14/2025 | Jane Street Group LLC | 12,090 | $471K | 0.0% | -67.1% | 0.223% | |
2/14/2025 | Long Island Wealth Management Inc. | 32,324 | $1.26M | 0.8% | -1.1% | 0.595% | |
2/14/2025 | MGO One Seven LLC | 113,443 | $4.42M | 0.2% | -1.2% | 2.089% | |
2/14/2025 | Tradition Wealth Management LLC | 8,487 | $331K | 0.0% | -85.3% | 0.156% | |
2/13/2025 | Barclays PLC | 3,800 | $148K | 0.0% | +7,207.7% | 0.070% | |
2/13/2025 | Townsquare Capital LLC | 8,458 | $329K | 0.0% | -16.1% | 0.156% | |
2/13/2025 | Raymond James Financial Inc. | 78,012 | $3.04M | 0.0% | N/A | 1.437% | |
2/13/2025 | Trek Financial LLC | 7,571 | $295K | 0.0% | -4.4% | 0.139% | |
2/13/2025 | Envestnet Asset Management Inc. | 19,942 | $777K | 0.0% | -32.4% | 0.367% | |
2/12/2025 | Arete Wealth Advisors LLC | 18,912 | $737K | 0.1% | +78.2% | 0.348% | |
2/11/2025 | LPL Financial LLC | 26,770 | $1.04M | 0.0% | -2.2% | 0.493% | |
2/10/2025 | IMG Wealth Management Inc. | 47,424 | $1.85M | 1.7% | N/A | 0.873% | |
2/10/2025 | Commonwealth Equity Services LLC | 184,807 | $7.20M | 0.0% | -7.7% | 3.403% | |
2/7/2025 | PFG Advisors | 43,667 | $1.70M | 0.1% | -12.8% | 0.804% | |
2/7/2025 | HighTower Advisors LLC | 10,654 | $415K | 0.0% | N/A | 0.196% | |
2/6/2025 | Raymond James Financial Inc. | 78,012 | $3.04M | 0.0% | N/A | 1.437% | |
2/5/2025 | SRS Capital Advisors Inc. | 1,200 | $47K | 0.0% | +47.2% | 0.022% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 169,070 | $6.59M | 0.2% | +7.7% | 3.114% | |
1/31/2025 | Truist Financial Corp | 85,900 | $3.35M | 0.0% | -0.7% | 1.582% | |
1/30/2025 | Allworth Financial LP | 54,855 | $2.17M | 0.0% | -21.2% | 1.010% | |
1/30/2025 | DHJJ Financial Advisors Ltd. | 5,248 | $204K | 0.1% | -16.2% | 0.097% | |
1/29/2025 | Stonebridge Financial Group LLC | 3,290 | $128K | 0.0% | N/A | 0.061% | |
1/28/2025 | Archer Investment Corp | 1,057 | $41K | 0.0% | -34.9% | 0.019% | |
1/28/2025 | Prairie Wealth Advisors Inc. | 63,911 | $2.49M | 1.2% | N/A | 1.177% | |
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1/24/2025 | Compass Advisory Group LLC | 21,283 | $829K | 0.3% | -2.6% | 0.392% | |
1/23/2025 | Strategic Blueprint LLC | 135,947 | $5.30M | 0.3% | -15.1% | 2.504% | |
1/21/2025 | KFG Wealth Management LLC | 18,746 | $730K | 0.1% | -33.4% | 0.345% | |
1/21/2025 | RFG Advisory LLC | 6,896 | $269K | 0.0% | -59.6% | 0.127% | |
1/15/2025 | Central Valley Advisors LLC | 18,831 | $733K | 0.3% | +191.2% | 0.347% | |
1/15/2025 | Fermata Advisors LLC | 540,220 | $21.04M | 3.9% | -3.5% | 9.949% | |
1/14/2025 | Accurate Wealth Management LLC | 25,373 | $983K | 0.2% | +4.1% | 0.467% | |
1/13/2025 | Brookstone Capital Management | 44,120 | $1.72M | 0.0% | -2.0% | 0.813% | |
1/7/2025 | FC Advisory LLC | 5,580 | $217K | 0.1% | N/A | 0.103% | |
12/26/2024 | JPMorgan Chase & Co. | 952 | $36K | 0.0% | -58.0% | 0.018% | |