5/1/2025 | Realta Investment Advisors | 10,502 | $221K | 0.1% | -21.7% | 0.032% | |
4/30/2025 | Stratos Wealth Partners LTD. | 11,080 | $234K | 0.0% | -37.0% | 0.034% | |
4/29/2025 | Envestnet Asset Management Inc. | 40,130 | $846K | 0.0% | +37.1% | 0.123% | |
4/23/2025 | Spire Wealth Management | 26,137 | $551K | 0.0% | -49.6% | 0.080% | |
4/23/2025 | IMG Wealth Management Inc. | 6,027 | $127K | 0.1% | +23.2% | 0.018% | |
4/22/2025 | OxenFree Capital LLC | 48,436 | $953K | 0.7% | -1.4% | 0.148% | |
4/21/2025 | Cadent Capital Advisors LLC | 33,639 | $709K | 0.3% | -5.4% | 0.103% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 31,425 | $662K | 0.0% | +39.0% | 0.096% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 18,136 | $382K | 0.0% | N/A | 0.055% | |
4/16/2025 | New Century Financial Group LLC | 16,377 | $345K | 0.4% | +12.8% | 0.050% | |
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4/15/2025 | Wealthcare Advisory Partners LLC | 13,452 | $284K | 0.0% | -4.5% | 0.041% | |
4/14/2025 | Farther Finance Advisors LLC | 11,917 | $251K | 0.0% | +38.2% | 0.036% | |
4/10/2025 | Key Client Fiduciary Advisors LLC | 9,690 | $204K | 0.1% | -13.8% | 0.029% | |
4/9/2025 | RFG Advisory LLC | 51,668 | $1.09M | 0.0% | -3.0% | 0.156% | |
4/9/2025 | NBC Securities Inc. | 6,996 | $147K | 0.0% | +99,842.9% | 0.021% | |
2/21/2025 | WNY Asset Management LLC | 23,585 | $503K | 0.1% | -2.7% | 0.068% | |
2/18/2025 | GTS Securities LLC | 37,317 | $796K | 0.0% | +10.9% | 0.108% | |
2/17/2025 | Cetera Investment Advisers | 106,243 | $2.27M | 0.0% | -1.2% | 0.308% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 455,021 | $9.71M | 0.0% | N/A | 1.321% | |
2/14/2025 | Jane Street Group LLC | 30,323 | $647K | 0.0% | -38.3% | 0.088% | |
2/14/2025 | Berger Financial Group Inc | 127,221 | $2.71M | 0.2% | -42.9% | 0.369% | |
2/14/2025 | Coppell Advisory Solutions LLC | 1,978 | $42K | 0.0% | +2,685.9% | 0.006% | |
2/14/2025 | Tower Research Capital LLC TRC | 2,160 | $46K | 0.0% | +350.9% | 0.006% | |
2/14/2025 | MML Investors Services LLC | 67,703 | $1.44M | 0.0% | +1.3% | 0.197% | |
2/13/2025 | NewEdge Advisors LLC | 35,375 | $755K | 0.0% | -1.7% | 0.103% | |
2/13/2025 | Envestnet Asset Management Inc. | 29,277 | $624K | 0.0% | -7.3% | 0.085% | |
2/13/2025 | Wells Fargo & Company MN | 1,851 | $39K | 0.0% | +185,000.0% | 0.005% | |
2/11/2025 | LPL Financial LLC | 789,690 | $16.84M | 0.0% | -3.5% | 2.292% | |
2/11/2025 | Virtu Financial LLC | 19,248 | $411K | 0.0% | N/A | 0.056% | |
2/10/2025 | IMG Wealth Management Inc. | 4,893 | $104K | 0.1% | N/A | 0.014% | |
2/10/2025 | Harbour Investments Inc. | 48,459 | $1.03M | 0.0% | -12.2% | 0.141% | |
2/10/2025 | Commonwealth Equity Services LLC | 63,841 | $1.36M | 0.0% | -1.5% | 0.185% | |
2/10/2025 | Avantax Advisory Services Inc. | 42,277 | $902K | 0.0% | +9.5% | 0.123% | |
2/5/2025 | US Bancorp DE | 1,750 | $37K | 0.0% | -65.4% | 0.005% | |
2/3/2025 | Capital Advisory Group Advisory Services LLC | 15,238 | $325K | 0.1% | -16.3% | 0.044% | |
2/3/2025 | Private Advisor Group LLC | 134,334 | $2.87M | 0.0% | -3.5% | 0.390% | |
1/31/2025 | J.W. Cole Advisors Inc. | 27,060 | $577K | 0.0% | +23.4% | 0.078% | |
1/30/2025 | Strategic Financial Concepts LLC | 17,735 | $378K | 0.0% | N/A | 0.051% | |
1/30/2025 | Allworth Financial LP | 8,127 | $176K | 0.0% | +28.3% | 0.024% | |
1/28/2025 | Newbridge Financial Services Group Inc. | 94,117 | $2.01M | 0.5% | +15.9% | 0.272% | |
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1/28/2025 | Apollon Wealth Management LLC | 38,731 | $826K | 0.0% | -2.3% | 0.112% | |
1/28/2025 | Strategic Financial Concepts LLC | 17,735 | $378K | 0.0% | N/A | 0.051% | |
1/24/2025 | Spire Wealth Management | 51,865 | $1.11M | 0.0% | -13.6% | 0.150% | |
1/22/2025 | Patriot Financial Group Insurance Agency LLC | 10,279 | $219K | 0.0% | -17.5% | 0.030% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 22,610 | $482K | 0.0% | +103.7% | 0.065% | |
1/21/2025 | Accel Wealth Management | 31,730 | $677K | 0.3% | -28.6% | 0.092% | |
1/21/2025 | RFG Advisory LLC | 53,277 | $1.14M | 0.0% | -32.8% | 0.154% | |
1/17/2025 | New Century Financial Group LLC | 14,522 | $313K | 0.1% | N/A | 0.042% | |
1/17/2025 | Key Client Fiduciary Advisors LLC | 11,240 | $240K | 0.1% | -24.4% | 0.032% | |
1/17/2025 | Mutual Advisors LLC | 12,400 | $267K | 0.0% | -15.1% | 0.036% | |
1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 6,422 | $136K | 0.1% | -22.8% | 0.018% | |
1/15/2025 | Retireful LLC | 84,048 | $1.79M | 1.0% | -1.1% | 0.242% | |
1/13/2025 | Kades & Cheifetz LLC | 452,030 | $9.64M | 4.9% | -1.5% | 1.301% | |
1/13/2025 | Cadent Capital Advisors LLC | 35,565 | $759K | 0.3% | -2.5% | 0.102% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,610 | $36K | 0.0% | N/A | 0.004% | |
11/18/2024 | Asset Allocation Strategies LLC | 56,364 | $1.25M | 0.4% | -7.0% | 0.156% | |
11/15/2024 | MML Investors Services LLC | 66,851 | $1.49M | 0.0% | +7.4% | 0.185% | |
11/15/2024 | Jane Street Group LLC | 49,128 | $1.09M | 0.0% | +19.9% | 0.136% | |
11/15/2024 | HighTower Advisors LLC | 21,697 | $481K | 0.0% | +3.4% | 0.060% | |
11/12/2024 | Larson Financial Group LLC | 39,635 | $882K | 0.1% | +13.5% | 0.109% | |
11/8/2024 | Retireful LLC | 85,022 | $1.89M | 1.4% | N/A | 0.235% | |
11/5/2024 | Harbour Investments Inc. | 55,198 | $1.23M | 0.0% | -72.5% | 0.152% | |
11/5/2024 | Apollon Wealth Management LLC | 39,657 | $882K | 0.0% | -19.9% | 0.109% | |
11/4/2024 | Beam Wealth Advisors Inc. | 36,654 | $816K | 0.2% | -1.4% | 0.101% | |
10/29/2024 | Realta Investment Advisors | 13,496 | $298K | 0.1% | -26.4% | 0.037% | |
10/29/2024 | Farther Finance Advisors LLC | 8,841 | $197K | 0.0% | -5.1% | 0.024% | |
10/24/2024 | Consolidated Portfolio Review Corp | 9,245 | $206K | 0.0% | N/A | 0.025% | |
10/23/2024 | Allworth Financial LP | 6,335 | $141K | 0.0% | -29.5% | 0.017% | |
10/22/2024 | International Assets Investment Management LLC | 164,450 | $3.66M | 0.0% | +2,125.0% | 0.452% | |
10/22/2024 | Private Advisor Group LLC | 139,241 | $3.10M | 0.0% | +22.1% | 0.382% | |
10/18/2024 | Cadent Capital Advisors LLC | 36,460 | $811K | 0.2% | -7.6% | 0.100% | |
10/11/2024 | Creative Planning | 54,259 | $1.21M | 0.0% | -12.7% | 0.149% | |
10/10/2024 | OxenFree Capital LLC | 49,099 | $1.09M | 0.9% | +8.7% | 0.135% | |
10/8/2024 | CWM LLC | 14,760 | $328K | 0.0% | -17.0% | 0.040% | |
10/8/2024 | Insight Wealth Strategies LLC | 16,313 | $363K | 0.0% | -20.0% | 0.045% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 16,760 | $373K | 0.0% | -7.3% | 0.046% | |
10/2/2024 | Kades & Cheifetz LLC | 459,012 | $10.21M | 5.8% | +4.9% | 1.251% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 57,616 | $1.22M | 0.5% | +237.2% | 0.153% | |
8/22/2024 | Cetera Investment Advisers | 180,352 | $3.81M | 0.0% | -2.3% | 0.478% | |
8/21/2024 | Advisory Alpha LLC | 12,649 | $267K | 0.0% | -8.8% | 0.034% | |
8/16/2024 | Creative Planning | 62,145 | $1.31M | 0.0% | -4.7% | 0.165% | |
8/14/2024 | Commonwealth Financial Services LLC | 12,716 | $272K | 0.1% | -39.5% | 0.034% | |
8/7/2024 | Beam Wealth Advisors Inc. | 37,186 | $785K | 0.3% | -2.9% | 0.099% | |
8/6/2024 | Strategic Financial Concepts LLC | 41,861 | $884K | 0.0% | +341.1% | 0.111% | |
8/5/2024 | Private Advisor Group LLC | 114,017 | $2.41M | 0.0% | +18.5% | 0.302% | |
8/2/2024 | Larson Financial Group LLC | 34,925 | $738K | 0.1% | +9.4% | 0.092% | |
7/31/2024 | Asset Allocation Strategies LLC | 60,585 | $1.28M | 0.4% | +25.5% | 0.160% | |
7/31/2024 | Spire Wealth Management | 76,131 | $1.61M | 0.1% | -25.2% | 0.201% | |
7/31/2024 | Commonwealth Equity Services LLC | 66,913 | $1.41M | 0.0% | -2.3% | 0.176% | |
7/30/2024 | International Assets Investment Management LLC | 7,391 | $156K | 0.0% | N/A | 0.019% | |
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7/29/2024 | Arkadios Wealth Advisors | 10,147 | $214K | 0.0% | N/A | 0.027% | |
7/26/2024 | Harbour Investments Inc. | 200,827 | $4.24M | 0.1% | +9.2% | 0.527% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 12,889 | $272K | 0.0% | -16.9% | 0.034% | |
7/22/2024 | Capital Advisory Group Advisory Services LLC | 19,363 | $409K | 0.2% | -15.2% | 0.051% | |
7/18/2024 | OxenFree Capital LLC | 45,164 | $954K | 0.8% | +8.7% | 0.118% | |
7/16/2024 | Key Client Fiduciary Advisors LLC | 15,288 | $323K | 0.2% | -15.2% | 0.040% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 18,074 | $382K | 0.0% | +3.5% | 0.047% | |
7/12/2024 | Accel Wealth Management | 45,067 | $952K | 0.4% | -5.4% | 0.117% | |
7/10/2024 | CWM LLC | 17,775 | $375K | 0.0% | -4.2% | 0.046% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 15,600 | $329K | 0.0% | -15.2% | 0.040% | |