7/25/2025 | CWM LLC | 38,889 | $761K | 0.0% | -5.4% | 0.120% | |
7/25/2025 | Concurrent Investment Advisors LLC | 78,697 | $1.54M | 0.0% | +32.5% | 0.243% | |
7/24/2025 | Blue Trust Inc. | 2,500 | $49K | 0.0% | N/A | 0.008% | |
7/24/2025 | IFP Advisors Inc | 22,361 | $437K | 0.0% | +2.4% | 0.069% | |
7/23/2025 | RiverTree Advisors LLC | 138,589 | $2.71M | 1.8% | +109.8% | 0.431% | |
7/21/2025 | Ameritas Advisory Services LLC | 272,720 | $5.33M | 0.3% | -6.0% | 0.848% | |
7/18/2025 | PFG Investments LLC | 18,335 | $359K | 0.0% | +47.4% | 0.057% | |
7/17/2025 | Fifth Third Securities Inc. | 558,410 | $10.92M | 0.8% | +13.2% | 1.745% | |
7/16/2025 | Novem Group | 13,288 | $260K | 0.0% | N/A | 0.042% | |
7/14/2025 | Sowell Financial Services LLC | 141,145 | $2.76M | 0.1% | +6.1% | 0.438% | |
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7/10/2025 | Signal Advisors Wealth LLC | 29,229 | $572K | 0.0% | +46.6% | 0.091% | |
7/9/2025 | Channel Wealth LLC | 22,618 | $442K | 0.1% | +2.5% | 0.071% | |
7/9/2025 | Triumph Capital Management | 30,436 | $595K | 0.2% | +199.5% | 0.095% | |
7/9/2025 | Key Client Fiduciary Advisors LLC | 18,503 | $362K | 0.1% | +7.6% | 0.058% | |
7/9/2025 | Presidio Capital Management LLC | 22,020 | $431K | 0.2% | +9.0% | 0.069% | |
5/19/2025 | Jane Street Group LLC | 40,489 | $763K | 0.0% | -8.9% | 0.134% | |
5/16/2025 | Arete Wealth Advisors LLC | 20,360 | $384K | 0.0% | +15.0% | 0.067% | |
5/16/2025 | NewEdge Advisors LLC | 45,146 | $851K | 0.0% | +37.6% | 0.149% | |
5/16/2025 | Integrated Wealth Concepts LLC | 617,256 | $11.64M | 0.1% | -7.1% | 2.037% | |
5/15/2025 | OLD Mission Capital LLC | 11,786 | $222K | 0.0% | N/A | 0.039% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 12,097 | $228K | 0.0% | -18.5% | 0.040% | |
5/13/2025 | Tyler Stone Wealth Management | 18,104 | $341K | 0.1% | +15.2% | 0.060% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 10,923 | $206K | 0.0% | N/A | 0.036% | |
5/13/2025 | Core Wealth Partners LLC | 23,217 | $438K | 0.3% | N/A | 0.077% | |
5/9/2025 | Atria Wealth Solutions Inc. | 52,782 | $995K | 0.0% | +251.9% | 0.174% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,096,421 | $20.67M | 0.0% | +2.4% | 3.619% | |
5/8/2025 | Harbour Investments Inc. | 45,380 | $855K | 0.0% | -45.9% | 0.150% | |
5/8/2025 | Marshall Investment Management LLC | 18,445 | $348K | 0.2% | +11.8% | 0.061% | |
5/7/2025 | LPL Financial LLC | 2,237,642 | $42.18M | 0.0% | +33.9% | 7.385% | |
5/6/2025 | Cetera Investment Advisers | 128,811 | $2.43M | 0.0% | +20.0% | 0.425% | |
5/6/2025 | Avantax Advisory Services Inc. | 102,964 | $1.94M | 0.0% | +5.5% | 0.340% | |
5/6/2025 | Wedbush Securities Inc. | 33,254 | $627K | 0.0% | +4.7% | 0.110% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 16,479 | $311K | 0.1% | +64.2% | 0.054% | |
5/5/2025 | IFP Advisors Inc | 21,841 | $412K | 0.0% | +27.4% | 0.072% | |
5/5/2025 | Kestra Private Wealth Services LLC | 45,675 | $861K | 0.0% | +15.3% | 0.151% | |
5/5/2025 | Private Advisor Group LLC | 106,811 | $2.01M | 0.0% | -6.3% | 0.353% | |
5/2/2025 | Sigma Planning Corp | 11,837 | $223K | 0.0% | N/A | 0.039% | |
5/1/2025 | CWM LLC | 41,109 | $775K | 0.0% | -10.6% | 0.135% | |
5/1/2025 | Fifth Third Securities Inc. | 493,453 | $9.30M | 0.8% | +11.5% | 1.623% | |
4/29/2025 | Envestnet Asset Management Inc. | 98,880 | $1.86M | 0.0% | +8.6% | 0.325% | |
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4/29/2025 | Concurrent Investment Advisors LLC | 59,407 | $1.12M | 0.0% | N/A | 0.195% | |
4/29/2025 | World Investment Advisors | 24,184 | $456K | 0.0% | -2.8% | 0.080% | |
4/29/2025 | Capital Investment Advisory Services LLC | 65,396 | $1.23M | 0.1% | +19.4% | 0.215% | |
4/28/2025 | Private Trust Co. NA | 41,558 | $783K | 0.1% | +16.5% | 0.137% | |
4/24/2025 | Sunbelt Securities Inc. | 7,200 | $136K | 0.0% | +260.0% | 0.023% | |
4/24/2025 | Elevated Capital Advisors LLC | 44,703 | $843K | 0.2% | -6.5% | 0.144% | |
4/23/2025 | International Assets Investment Management LLC | 71,038 | $1.34M | 0.0% | +55.8% | 0.230% | |
4/23/2025 | IMG Wealth Management Inc. | 7,295 | $138K | 0.1% | +47.1% | 0.024% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 113,770 | $2.15M | 0.0% | +17.3% | 0.368% | |
4/22/2025 | PFG Investments LLC | 12,443 | $235K | 0.0% | N/A | 0.040% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 28,628 | $540K | 0.0% | N/A | 0.093% | |
4/18/2025 | Cornerstone Wealth Management LLC | 26,699 | $503K | 0.0% | N/A | 0.087% | |
4/17/2025 | Sowell Financial Services LLC | 133,023 | $2.51M | 0.1% | +0.5% | 0.431% | |
4/17/2025 | RiverTree Advisors LLC | 66,067 | $1.25M | 0.8% | N/A | 0.214% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 19,600 | $369K | 0.0% | -37.0% | 0.064% | |
4/15/2025 | Integrated Advisors Network LLC | 11,458 | $216K | 0.0% | N/A | 0.037% | |
4/11/2025 | Signal Advisors Wealth LLC | 19,944 | $376K | 0.0% | N/A | 0.065% | |
4/10/2025 | Channel Wealth LLC | 22,072 | $416K | 0.1% | +29.4% | 0.072% | |
4/10/2025 | Key Client Fiduciary Advisors LLC | 17,200 | $324K | 0.1% | N/A | 0.056% | |
4/9/2025 | NBC Securities Inc. | 1,825 | $34K | 0.0% | N/A | 0.006% | |
4/8/2025 | Presidio Capital Management LLC | 20,200 | $381K | 0.2% | N/A | 0.066% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 31,100 | $648K | 0.0% | -12.6% | 0.116% | |
3/6/2025 | IronOak Wealth LLC. | 13,836 | $288K | 0.3% | N/A | 0.047% | |
2/18/2025 | Sunbelt Securities Inc. | 2,000 | $42K | 0.0% | N/A | 0.007% | |
2/18/2025 | GTS Securities LLC | 13,276 | $276K | 0.0% | N/A | 0.050% | |
2/17/2025 | Two Sigma Investments LP | 20,000 | $416K | 0.0% | N/A | 0.075% | |
2/17/2025 | Snowden Capital Advisors LLC | 245,173 | $5.10M | 0.2% | +11.1% | 0.917% | |
2/17/2025 | Cetera Investment Advisers | 107,372 | $2.24M | 0.0% | -23.6% | 0.401% | |
2/14/2025 | Jane Street Group LLC | 44,454 | $926K | 0.0% | +174.6% | 0.166% | |
2/14/2025 | Integrated Wealth Concepts LLC | 664,102 | $13.83M | 0.2% | +2.6% | 2.483% | |
2/14/2025 | IHT Wealth Management LLC | 53,239 | $1.11M | 0.0% | +11.7% | 0.199% | |
2/14/2025 | Stifel Financial Corp | 97,585 | $2.03M | 0.0% | +22.0% | 0.365% | |
2/13/2025 | NewEdge Advisors LLC | 32,814 | $683K | 0.0% | +18.6% | 0.123% | |
2/13/2025 | Mariner LLC | 77,251 | $1.61M | 0.0% | -3.6% | 0.289% | |
2/13/2025 | Envestnet Asset Management Inc. | 91,070 | $1.90M | 0.0% | -8.0% | 0.340% | |
2/13/2025 | Anchor Capital Management Group Inc | 74,000 | $1.54M | 0.6% | N/A | 0.277% | |
2/13/2025 | Wedbush Securities Inc. | 31,759 | $661K | 0.0% | +2.3% | 0.119% | |
2/12/2025 | Arete Wealth Advisors LLC | 17,706 | $369K | 0.0% | +3.2% | 0.066% | |
2/12/2025 | World Investment Advisors | 24,877 | $518K | 0.0% | -3.5% | 0.093% | |
2/12/2025 | Tyler Stone Wealth Management | 15,714 | $327K | 0.1% | N/A | 0.059% | |
2/12/2025 | TrueMark Investments LLC | 89,796 | $1.87M | 0.6% | -38.1% | 0.336% | |
2/11/2025 | LPL Financial LLC | 1,671,347 | $34.80M | 0.0% | +17.6% | 6.248% | |
2/10/2025 | IMG Wealth Management Inc. | 4,958 | $103K | 0.1% | N/A | 0.019% | |
2/10/2025 | Harbour Investments Inc. | 83,881 | $1.75M | 0.1% | +57.2% | 0.314% | |
2/10/2025 | Commonwealth Equity Services LLC | 1,070,553 | $22.29M | 0.0% | +123.1% | 4.002% | |
2/10/2025 | Avantax Advisory Services Inc. | 97,599 | $2.03M | 0.0% | +16.4% | 0.365% | |
2/7/2025 | Sowell Financial Services LLC | 132,367 | $2.76M | 0.1% | +57.2% | 0.495% | |
2/6/2025 | Atria Investments Inc | 9,685 | $202K | 0.0% | -15.0% | 0.036% | |
2/5/2025 | SRS Capital Advisors Inc. | 21,198 | $441K | 0.0% | N/A | 0.077% | |
2/5/2025 | Private Trust Co. NA | 35,680 | $743K | 0.1% | N/A | 0.130% | |
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2/4/2025 | IFP Advisors Inc | 17,147 | $357K | 0.0% | +225.1% | 0.063% | |
2/4/2025 | Marshall Investment Management LLC | 16,502 | $338K | 0.2% | N/A | 0.060% | |
2/3/2025 | Private Advisor Group LLC | 114,020 | $2.37M | 0.0% | +7.6% | 0.416% | |
1/31/2025 | Global Retirement Partners LLC | 1,524 | $32K | 0.0% | N/A | 0.006% | |
1/31/2025 | Kestra Investment Management LLC | 2,002 | $42K | 0.0% | N/A | 0.007% | |
1/31/2025 | Atria Wealth Solutions Inc. | 14,999 | $312K | 0.0% | +7.9% | 0.055% | |
1/31/2025 | D.A. Davidson & CO. | 78,591 | $1.64M | 0.0% | -3.9% | 0.290% | |
1/31/2025 | Truist Financial Corp | 60,079 | $1.25M | 0.0% | +24.7% | 0.222% | |
1/28/2025 | Kestra Private Wealth Services LLC | 39,622 | $825K | 0.0% | +34.7% | 0.146% | |
1/23/2025 | Fifth Third Securities Inc. | 442,506 | $9.21M | 0.8% | +113.7% | 1.660% | |