7/25/2025 | Atria Wealth Solutions Inc. | 5,436 | $223K | 0.0% | -19.1% | 0.140% | |
7/24/2025 | Aurora Private Wealth Inc. | 5,062 | $208K | 0.2% | N/A | 0.130% | |
7/23/2025 | Castle Rock Wealth Management LLC | 8,218 | $340K | 0.1% | N/A | 0.212% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 4,059 | $167K | 0.1% | +13.8% | 0.105% | |
7/18/2025 | QTR Family Wealth LLC | 20,754 | $852K | 0.5% | -2.5% | 0.535% | |
7/18/2025 | Truist Financial Corp | 6,449 | $265K | 0.0% | N/A | 0.166% | |
7/16/2025 | PFS Partners LLC | 10,106 | $415K | 0.2% | +15.9% | 0.260% | |
7/15/2025 | LVZ Inc. | 5,128 | $211K | 0.0% | N/A | 0.132% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 54,595 | $2.24M | 0.1% | +2.7% | 1.407% | |
7/11/2025 | Silver Oak Securities Incorporated | 6,237 | $256K | 0.0% | +11.0% | 0.161% | |
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6/27/2025 | Goldman Sachs Group Inc. | 6,211 | $239K | 0.0% | N/A | 0.160% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 17,943 | $691K | 0.0% | -10.2% | 0.449% | |
5/16/2025 | Goldman Sachs Group Inc. | 6,211 | $239K | 0.0% | N/A | 0.155% | |
5/15/2025 | Ashton Thomas Securities LLC | 1,960 | $75K | 0.0% | N/A | 0.049% | |
5/15/2025 | OLD Mission Capital LLC | 13,944 | $537K | 0.0% | N/A | 0.349% | |
5/14/2025 | CreativeOne Wealth LLC | 19,653 | $756K | 0.0% | +40.1% | 0.491% | |
5/14/2025 | Kestra Advisory Services LLC | 298,103 | $11.47M | 0.1% | -29.5% | 7.453% | |
5/9/2025 | Chicago Partners Investment Group LLC | 16,890 | $650K | 0.0% | -23.8% | 0.422% | |
5/9/2025 | Atria Wealth Solutions Inc. | 6,723 | $259K | 0.0% | +19.3% | 0.168% | |
5/9/2025 | Cary Street Partners Financial LLC | 20,279 | $780K | 0.0% | +4.4% | 0.507% | |
5/8/2025 | Harbour Investments Inc. | 54,517 | $2.10M | 0.1% | -14.1% | 1.363% | |
5/7/2025 | LPL Financial LLC | 41,888 | $1.61M | 0.0% | +34.0% | 1.047% | |
5/7/2025 | First Heartland Consultants Inc. | 35,965 | $1.38M | 0.1% | -1.6% | 0.899% | |
5/6/2025 | Cetera Investment Advisers | 351,352 | $13.52M | 0.0% | -0.3% | 8.784% | |
5/6/2025 | Avantax Advisory Services Inc. | 8,330 | $321K | 0.0% | -36.3% | 0.208% | |
5/6/2025 | AE Wealth Management LLC | 4,674 | $180K | 0.0% | -40.3% | 0.117% | |
5/6/2025 | 1776 Wealth LLC | 17,431 | $671K | 0.3% | -4.1% | 0.436% | |
5/5/2025 | Diversify Advisory Services LLC | 32,675 | $1.26M | 0.1% | -25.2% | 0.817% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 53,135 | $2.05M | 0.1% | +14.1% | 1.328% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 48,135 | $1.85M | 0.4% | -0.6% | 1.203% | |
4/29/2025 | Envestnet Asset Management Inc. | 155,022 | $5.97M | 0.0% | +10.7% | 3.876% | |
4/28/2025 | Mutual Advisors LLC | 95,906 | $3.66M | 0.1% | -5.2% | 2.398% | |
4/23/2025 | IMG Wealth Management Inc. | 7,925 | $305K | 0.3% | -6.8% | 0.198% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 30,822 | $1.19M | 0.0% | -29.7% | 0.771% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 3,566 | $137K | 0.1% | -7.9% | 0.086% | |
4/17/2025 | Janney Montgomery Scott LLC | 7,842 | $302K | 0.0% | -7.5% | 0.190% | |
4/16/2025 | Lakeridge Wealth Management LLC | 6,205 | $239K | 0.1% | -19.5% | 0.150% | |
4/14/2025 | Millington Financial Advisors LLC | 12,538 | $470K | 0.3% | -16.5% | 0.304% | |
4/11/2025 | Pitti Group Wealth Management LLC | 11,971 | $461K | 0.5% | -2.4% | 0.290% | |
3/6/2025 | Wood Tarver Financial Group LLC | 4,268 | $164K | 0.1% | N/A | 0.103% | |
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2/27/2025 | REAP Financial Group LLC | 17,270 | $667K | 0.2% | -4.7% | 0.416% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 6,126 | $237K | 0.0% | N/A | 0.148% | |
2/26/2025 | LM Advisors LLC | 94,673 | $3.66M | 0.6% | +12.3% | 2.281% | |
2/25/2025 | Armis Advisers LLC | 19,109 | $738K | 0.1% | N/A | 0.460% | |
2/18/2025 | First Heartland Consultants Inc. | 36,554 | $1.41M | 0.1% | +2.1% | 0.731% | |
2/17/2025 | Wolverine Trading LLC | 13,901 | $537K | 0.0% | N/A | 0.278% | |
2/17/2025 | Cetera Investment Advisers | 352,256 | $13.61M | 0.0% | -18.6% | 7.045% | |
2/17/2025 | Citadel Advisors LLC | 5,740 | $222K | 0.0% | -44.2% | 0.115% | |
2/17/2025 | Cary Street Partners Financial LLC | 19,429 | $751K | 0.0% | N/A | 0.389% | |
2/17/2025 | Ameriprise Financial Inc. | 13,441 | $519K | 0.0% | N/A | 0.269% | |
2/14/2025 | Jane Street Group LLC | 16,261 | $628K | 0.0% | +26.4% | 0.325% | |
2/14/2025 | Two Sigma Securities LLC | 15,056 | $582K | 0.1% | N/A | 0.301% | |
2/13/2025 | CreativeOne Wealth LLC | 14,023 | $542K | 0.0% | N/A | 0.280% | |
2/13/2025 | Barclays PLC | 5,166 | $200K | 0.0% | +21.0% | 0.103% | |
2/13/2025 | Envestnet Asset Management Inc. | 140,100 | $5.41M | 0.0% | +192.0% | 2.802% | |
2/12/2025 | Bullseye Investment Management LLC | 48,353 | $1.87M | 1.2% | -58.5% | 0.967% | |
2/12/2025 | LM Advisors LLC | 94,673 | $3.66M | 0.6% | +12.3% | 1.893% | |
2/11/2025 | Sequent Planning LLC | 20,832 | $805K | 0.3% | -90.8% | 0.417% | |
2/11/2025 | LPL Financial LLC | 31,259 | $1.21M | 0.0% | +18.4% | 0.625% | |
2/10/2025 | Pitti Group Wealth Management LLC | 12,271 | $474K | 0.5% | N/A | 0.245% | |
2/10/2025 | IMG Wealth Management Inc. | 8,505 | $329K | 0.3% | N/A | 0.170% | |
2/10/2025 | Harbour Investments Inc. | 63,436 | $2.45M | 0.1% | +12.4% | 1.269% | |
2/10/2025 | Commonwealth Equity Services LLC | 296,100 | $11.44M | 0.0% | -0.8% | 5.922% | |
2/10/2025 | Avantax Advisory Services Inc. | 13,075 | $505K | 0.0% | -44.2% | 0.262% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 25,781 | $996K | 0.2% | -1.8% | 0.516% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 19,981 | $772K | 0.0% | -9.3% | 0.400% | |
2/6/2025 | Pinnacle Wealth Planning Services Inc. | 6,126 | $237K | 0.0% | N/A | 0.123% | |
2/6/2025 | Atria Investments Inc | 9,479 | $366K | 0.0% | N/A | 0.190% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 24,054 | $929K | 0.0% | -3.0% | 0.481% | |
2/4/2025 | Wealthgarden F.S. LLC | 27,815 | $1.08M | 1.0% | N/A | 0.556% | |
2/3/2025 | Laidlaw Wealth Management LLC | 48,214 | $1.86M | 0.8% | +1.0% | 0.964% | |
1/30/2025 | Allworth Financial LP | 3,626 | $142K | 0.0% | N/A | 0.073% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 46,583 | $1.80M | 0.1% | N/A | 0.932% | |
1/17/2025 | Mutual Advisors LLC | 101,185 | $3.94M | 0.1% | -2.2% | 2.024% | |
1/16/2025 | Diversify Advisory Services LLC | 43,686 | $1.69M | 0.1% | -10.0% | 0.874% | |
1/16/2025 | Cambridge Advisors Inc. | 8,013 | $310K | 0.1% | -61.5% | 0.160% | |
1/13/2025 | HFG Wealth Management LLC | 94,607 | $3.60M | 2.3% | -18.0% | 1.892% | |
1/13/2025 | Brookstone Capital Management | 13,127 | $507K | 0.0% | -9.8% | 0.263% | |
1/10/2025 | Sage Capital Advisors llc | 11,012 | $425K | 0.1% | N/A | 0.220% | |
11/19/2024 | Barclays PLC | 4,268 | $162K | 0.0% | N/A | 0.085% | |
11/15/2024 | Barclays PLC | 4,268 | $162K | 0.0% | N/A | 0.085% | |
11/15/2024 | MML Investors Services LLC | 18,226 | $693K | 0.0% | -42.4% | 0.365% | |
11/15/2024 | Jane Street Group LLC | 12,864 | $489K | 0.0% | N/A | 0.257% | |
11/12/2024 | Icon Wealth Advisors LLC | 11,699 | $445K | 0.0% | -14.3% | 0.234% | |
11/5/2024 | First Heartland Consultants Inc. | 35,801 | $1.36M | 0.1% | -24.2% | 0.716% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 22,019 | $838K | 0.0% | +15.6% | 0.440% | |
11/5/2024 | Harbour Investments Inc. | 56,448 | $2.15M | 0.1% | +77.5% | 1.129% | |
11/4/2024 | Ashton Thomas Securities LLC | 1,960 | $75K | 0.0% | N/A | 0.039% | |
11/1/2024 | PFS Partners LLC | 8,980 | $342K | 0.2% | +196.9% | 0.180% | |
10/25/2024 | Diversify Advisory Services LLC | 48,518 | $1.86M | 0.1% | -5.8% | 0.970% | |
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10/10/2024 | Concourse Financial Group Securities Inc. | 5,738 | $218K | 0.0% | +42.3% | 0.115% | |
10/8/2024 | CWM LLC | 4,796 | $182K | 0.0% | N/A | 0.096% | |
10/8/2024 | Brookstone Capital Management | 14,561 | $554K | 0.0% | -13.6% | 0.291% | |
8/22/2024 | Cetera Investment Advisers | 408,760 | $15.05M | 0.0% | -13.5% | 8.175% | |
8/20/2024 | HFG Wealth Management LLC | 115,322 | $4.25M | 2.7% | -69.8% | 2.306% | |
8/13/2024 | AE Wealth Management LLC | 9,143 | $337K | 0.0% | +6.2% | 0.183% | |
8/8/2024 | Envestnet Asset Management Inc. | 47,122 | $1.74M | 0.0% | -5.5% | 0.942% | |
8/8/2024 | HBK Sorce Advisory LLC | 7,932 | $292K | 0.0% | +9.1% | 0.159% | |
8/8/2024 | Wealthgarden F.S. LLC | 28,879 | $1.06M | 1.1% | N/A | 0.578% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 19,048 | $701K | 0.0% | N/A | 0.381% | |