7/25/2025 | G2 Capital Management LLC OH | 47,548 | $987K | 0.3% | N/A | 0.423% | |
7/23/2025 | Opulen Financial Group LLC | 15,677 | $325K | 0.3% | +49.8% | 0.139% | |
7/18/2025 | Ledgewood Wealth Advisors LLC | 193,130 | $4.01M | 2.5% | +0.5% | 1.740% | |
7/17/2025 | Independence Bank of Kentucky | 3,389 | $70K | 0.0% | N/A | 0.031% | |
7/15/2025 | BCS Wealth Management | 278,130 | $5.77M | 1.2% | +9.6% | 2.506% | |
7/11/2025 | Butensky & Cohen Financial Security Inc. | 51,968 | $1.08M | 0.3% | +9.0% | 0.468% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 12,073 | $250K | 0.0% | +14.0% | 0.109% | |
5/15/2025 | Royal Bank of Canada | 74,972 | $1.54M | 0.0% | +59.5% | 0.819% | |
5/15/2025 | MAI Capital Management | 134,702 | $2.76M | 0.0% | -3.5% | 1.472% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 191,542 | $3.92M | 0.0% | +9.6% | 2.093% | |
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5/14/2025 | Flow Traders U.S. LLC | 90,837 | $1.86M | 0.1% | +94.1% | 0.993% | |
5/13/2025 | Raymond James Financial Inc. | 1,858,105 | $38.06M | 0.0% | +24.7% | 20.307% | |
5/13/2025 | Cookson Peirce & Co. Inc. | 485,784 | $9.95M | 0.5% | -1.7% | 5.309% | |
5/12/2025 | Invesco Ltd. | 1,121,424 | $22.97M | 0.0% | +127.4% | 12.256% | |
5/9/2025 | Gill Capital Partners LLC | 164,705 | $3.37M | 1.2% | +493.6% | 1.800% | |
5/8/2025 | MONECO Advisors LLC | 38,047 | $779K | 0.1% | +11.8% | 0.416% | |
5/7/2025 | LPL Financial LLC | 467,052 | $9.57M | 0.0% | +832.2% | 5.104% | |
5/6/2025 | Cetera Investment Advisers | 175,389 | $3.59M | 0.0% | +50.3% | 1.917% | |
5/6/2025 | Avantax Advisory Services Inc. | 20,831 | $427K | 0.0% | +61.4% | 0.228% | |
5/5/2025 | Montag A & Associates Inc. | 2,588 | $53K | 0.0% | N/A | 0.028% | |
5/2/2025 | Opulen Financial Group LLC | 10,465 | $214K | 0.2% | N/A | 0.116% | |
5/2/2025 | First Command Advisory Services Inc. | 8,147 | $167K | 0.0% | N/A | 0.091% | |
5/1/2025 | Asset Dedication LLC | 12,575 | $258K | 0.0% | N/A | 0.140% | |
5/1/2025 | Stephens Inc. AR | 96,869 | $1.98M | 0.0% | +200.4% | 1.076% | |
4/29/2025 | Envestnet Asset Management Inc. | 56,800 | $1.16M | 0.0% | +6.1% | 0.631% | |
4/29/2025 | Novare Capital Management LLC | 36,026 | $738K | 0.1% | +57.3% | 0.400% | |
4/28/2025 | Clark Asset Management LLC | 100,999 | $2.07M | 0.3% | +61.8% | 1.122% | |
4/28/2025 | Strategic Financial Concepts LLC | 55,331 | $1.13M | 0.2% | +11.8% | 0.615% | |
4/28/2025 | Ledgewood Wealth Advisors LLC | 192,205 | $3.94M | 2.5% | +2.2% | 2.136% | |
4/22/2025 | Sawgrass Asset Management LLC | 16,575 | $340K | 0.0% | +34.5% | 0.187% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,586 | $217K | 0.0% | N/A | 0.120% | |
4/15/2025 | Yarger Wealth Strategies LLC | 48,215 | $988K | 0.6% | +341.1% | 0.545% | |
4/14/2025 | BCS Wealth Management | 253,679 | $5.20M | 1.3% | +16.5% | 2.866% | |
4/11/2025 | Butensky & Cohen Financial Security Inc. | 47,698 | $977K | 0.3% | +19.6% | 0.539% | |
4/11/2025 | Davis Capital Management | 4,470 | $92K | 0.1% | N/A | 0.051% | |
4/9/2025 | Marquette Asset Management LLC | 4,309 | $88K | 0.0% | +31.5% | 0.049% | |
2/17/2025 | Ellevest Inc. | 69,172 | $1.40M | 0.1% | N/A | 0.887% | |
2/17/2025 | Cetera Investment Advisers | 116,662 | $2.36M | 0.0% | N/A | 1.496% | |
2/17/2025 | Citadel Advisors LLC | 109,193 | $2.21M | 0.0% | N/A | 1.486% | |
2/14/2025 | Jane Street Group LLC | 92,351 | $1.87M | 0.0% | +90.3% | 1.256% | |
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2/13/2025 | Raymond James Financial Inc. | 1,490,376 | $30.13M | 0.0% | N/A | 20.277% | |
2/13/2025 | Invesco Ltd. | 493,235 | $9.97M | 0.0% | N/A | 6.711% | |
2/13/2025 | Envestnet Asset Management Inc. | 53,549 | $1.08M | 0.0% | N/A | 0.729% | |
2/11/2025 | LPL Financial LLC | 50,100 | $1.01M | 0.0% | N/A | 0.682% | |
2/11/2025 | Knights of Columbus Asset Advisors LLC | 4,774 | $97K | 0.0% | N/A | 0.065% | |
2/10/2025 | Commonwealth Equity Services LLC | 31,951 | $646K | 0.0% | +45.3% | 0.435% | |
2/10/2025 | Avantax Advisory Services Inc. | 12,910 | $261K | 0.0% | N/A | 0.176% | |
2/7/2025 | Independent Advisor Alliance | 17,588 | $356K | 0.0% | N/A | 0.239% | |
2/6/2025 | Raymond James Financial Inc. | 1,490,376 | $30.13M | 0.0% | N/A | 20.277% | |
2/6/2025 | Atria Investments Inc | 15,300 | $309K | 0.0% | N/A | 0.208% | |
2/6/2025 | Cookson Peirce & Co. Inc. | 494,239 | $9.99M | 0.5% | N/A | 6.724% | |
2/5/2025 | Jacobi Capital Management LLC | 12,273 | $248K | 0.0% | N/A | 0.167% | |
2/4/2025 | Addison Advisors LLC | 78,905 | $1.60M | 0.4% | +13,504.3% | 1.074% | |
2/4/2025 | MONECO Advisors LLC | 34,028 | $688K | 0.1% | +54.9% | 0.463% | |
1/31/2025 | Truist Financial Corp | 10,767 | $218K | 0.0% | N/A | 0.153% | |
1/31/2025 | Sanctuary Advisors LLC | 118,773 | $2.41M | 0.0% | N/A | 1.685% | |
1/30/2025 | Strategic Financial Concepts LLC | 49,477 | $1M | 0.0% | N/A | 0.702% | |
1/30/2025 | Aveo Capital Partners LLC | 15,318 | $310K | 0.0% | N/A | 0.217% | |
1/29/2025 | Sawgrass Asset Management LLC | 12,325 | $249K | 0.0% | N/A | 0.183% | |
1/28/2025 | Stephens Inc. AR | 32,247 | $652K | 0.0% | +92.9% | 0.478% | |
1/28/2025 | Strategic Financial Concepts LLC | 713,375 | $14.42M | 0.0% | N/A | 10.569% | |
1/21/2025 | Novare Capital Management LLC | 22,906 | $463K | 0.0% | N/A | 0.339% | |
1/17/2025 | Avior Wealth Management LLC | 4,886 | $99K | 0.0% | N/A | 0.072% | |
1/15/2025 | Gill Capital Partners LLC | 27,746 | $561K | 0.2% | N/A | 0.430% | |
1/15/2025 | Butensky & Cohen Financial Security Inc. | 39,882 | $806K | 0.3% | N/A | 0.618% | |
1/15/2025 | Yarger Wealth Strategies LLC | 10,930 | $221K | 0.1% | N/A | 0.169% | |
1/14/2025 | Marquette Asset Management LLC | 3,278 | $66K | 0.0% | +1,701.1% | 0.051% | |
1/14/2025 | Tlwm | 43,362 | $877K | 0.2% | N/A | 0.672% | |
1/13/2025 | BCS Wealth Management | 217,790 | $4.40M | 1.1% | +238.6% | 3.457% | |
11/15/2024 | Jane Street Group LLC | 48,522 | $1.02M | 0.0% | N/A | 1.703% | |
10/28/2024 | Stephens Inc. AR | 16,715 | $353K | 0.0% | N/A | 0.619% | |
10/25/2024 | MONECO Advisors LLC | 21,965 | $463K | 0.1% | N/A | 0.915% | |
10/18/2024 | Raymond James & Associates | 817,102 | $17.23M | 0.0% | N/A | 34.046% | |
10/17/2024 | BCS Wealth Management | 64,327 | $1.36M | 0.6% | N/A | 2.859% | |