5/2/2025 | Sigma Planning Corp | 106,495 | $2.25M | 0.1% | -0.5% | 0.688% | |
4/30/2025 | Aspen Wealth Strategies LLC | 46,634 | $986K | 0.6% | +1.7% | 0.301% | |
4/30/2025 | J Hagan Capital Inc. | 310,843 | $6.41M | 5.8% | N/A | 2.008% | |
4/29/2025 | Envestnet Asset Management Inc. | 30,489 | $645K | 0.0% | N/A | 0.197% | |
4/23/2025 | KG&L Capital Management LLC | 16,070 | $340K | 0.1% | N/A | 0.104% | |
4/23/2025 | Balance Wealth LLC | 22,108 | $468K | 0.3% | N/A | 0.143% | |
4/23/2025 | Financial Enhancement Group LLC | 166,645 | $3.36M | 0.5% | N/A | 1.077% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 60,026 | $1.27M | 0.0% | +20.2% | 0.388% | |
4/22/2025 | Buck Wealth Strategies LLC | 296,163 | $6.26M | 1.1% | N/A | 1.913% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 10,796 | $228K | 0.0% | N/A | 0.072% | |
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4/18/2025 | Optivise Advisory Services LLC | 105,255 | $2.23M | 1.2% | N/A | 0.706% | |
4/18/2025 | Prosperity Wealth Management Inc. | 24,370 | $515K | 0.2% | +16.9% | 0.164% | |
4/17/2025 | Janney Montgomery Scott LLC | 16,450 | $348K | 0.0% | N/A | 0.110% | |
4/17/2025 | Authentikos Wealth Advisory LLC | 61,184 | $1.29M | 1.1% | N/A | 0.411% | |
4/15/2025 | Integrated Advisors Network LLC | 47,125 | $997K | 0.1% | +8.0% | 0.316% | |
4/14/2025 | Farther Finance Advisors LLC | 4,349 | $92K | 0.0% | N/A | 0.029% | |
4/10/2025 | Bay Rivers Group | 14,900 | $315K | 0.2% | +4.2% | 0.100% | |
4/10/2025 | Park Edge Advisors LLC | 139,604 | $2.95M | 0.8% | -43.8% | 0.937% | |
4/9/2025 | Fiduciary Alliance LLC | 12,049 | $255K | 0.0% | N/A | 0.081% | |
4/9/2025 | Worth Asset Management LLC | 36,912 | $781K | 0.4% | N/A | 0.248% | |
2/25/2025 | Integrated Advisors Network LLC | 43,628 | $900K | 0.0% | +145.1% | 0.469% | |
2/17/2025 | Stadion Money Management LLC | 698,529 | $14.41M | 1.1% | +52.7% | 7.511% | |
2/17/2025 | Napa Wealth Management | 46,760 | $965K | 0.4% | -28.2% | 0.503% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 17,500 | $361K | 0.0% | N/A | 0.188% | |
2/13/2025 | CreativeOne Wealth LLC | 36,478 | $753K | 0.0% | N/A | 0.392% | |
2/13/2025 | Townsquare Capital LLC | 58,749 | $1.21M | 0.0% | +41.8% | 0.632% | |
2/13/2025 | Legacy Investment Solutions LLC | 38,171 | $794K | 0.5% | -12.2% | 0.410% | |
2/12/2025 | OLD Mission Capital LLC | 35,255 | $727K | 0.0% | N/A | 0.379% | |
2/11/2025 | LPL Financial LLC | 455,410 | $9.40M | 0.0% | -3.0% | 4.897% | |
2/10/2025 | Thrivent Financial for Lutherans | 27,627 | $570K | 0.0% | +19.7% | 0.297% | |
2/10/2025 | Aspen Wealth Strategies LLC | 45,861 | $946K | 0.6% | +55.8% | 0.493% | |
2/10/2025 | Avantax Advisory Services Inc. | 116,537 | $2.40M | 0.0% | +35.5% | 1.253% | |
2/7/2025 | Prosperity Wealth Management Inc. | 20,844 | $430K | 0.2% | -50.1% | 0.224% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 45,806 | $945K | 0.0% | +111.1% | 0.493% | |
2/5/2025 | Nwam LLC | 88,489 | $1.83M | 0.1% | -11.8% | 0.951% | |
2/3/2025 | Sigma Planning Corp | 106,991 | $2.21M | 0.1% | +1,046.9% | 1.150% | |
1/31/2025 | Sanctuary Advisors LLC | 26,984 | $559K | 0.0% | N/A | 0.290% | |
1/30/2025 | Principal Securities Inc. | 24,942 | $515K | 0.0% | -75.9% | 0.268% | |
1/28/2025 | Kestra Private Wealth Services LLC | 21,085 | $435K | 0.0% | +13.4% | 0.227% | |
1/22/2025 | Bay Rivers Group | 14,300 | $295K | 0.1% | N/A | 0.154% | |
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1/21/2025 | Park Edge Advisors LLC | 248,248 | $5.12M | 1.5% | +54.1% | 2.669% | |
1/21/2025 | Andina Capital Management LLC | 54,006 | $1.11M | 0.9% | -76.1% | 0.581% | |
11/15/2024 | Legacy Investment Solutions LLC | 43,468 | $899K | 0.6% | N/A | 0.467% | |
11/15/2024 | Jane Street Group LLC | 52,777 | $1.15M | 0.0% | N/A | 0.567% | |
11/15/2024 | Wolverine Trading LLC | 24,519 | $532K | 0.0% | N/A | 0.264% | |
11/15/2024 | Integrated Wealth Concepts LLC | 14,790 | $321K | 0.0% | +13.2% | 0.159% | |
11/13/2024 | Townsquare Capital LLC | 41,417 | $899K | 0.0% | N/A | 0.445% | |
11/12/2024 | Nwam LLC | 100,319 | $2.18M | 0.1% | N/A | 1.079% | |
11/7/2024 | Napa Wealth Management | 65,148 | $1.41M | 0.7% | N/A | 0.701% | |
11/7/2024 | Thrivent Financial for Lutherans | 23,073 | $501K | 0.0% | +42.0% | 0.248% | |
11/6/2024 | Simplify Asset Management Inc. | 5,193,254 | $112.75M | 5.2% | +6.1% | 55.841% | |
11/5/2024 | Aptus Capital Advisors LLC | 8,304 | $180K | 0.0% | -20.4% | 0.089% | |
11/4/2024 | Sigma Planning Corp | 9,329 | $203K | 0.0% | -20.5% | 0.100% | |
11/1/2024 | SFG Wealth Management LLC. | 75,245 | $1.63M | 0.9% | N/A | 0.809% | |
10/25/2024 | Andina Capital Management LLC | 226,122 | $4.91M | 3.7% | +46.1% | 2.431% | |
10/25/2024 | Integrated Advisors Network LLC | 17,799 | $386K | 0.0% | N/A | 0.191% | |
10/24/2024 | Park Edge Advisors LLC | 161,098 | $3.50M | 1.0% | -29.0% | 1.732% | |
10/22/2024 | International Assets Investment Management LLC | 75,299 | $1.64M | 0.0% | +2,073.1% | 0.810% | |
7/31/2024 | Commonwealth Equity Services LLC | 16,183 | $336K | 0.0% | -57.6% | 0.174% | |
7/30/2024 | International Assets Investment Management LLC | 3,465 | $72K | 0.0% | N/A | 0.037% | |
7/26/2024 | Park Edge Advisors LLC | 227,051 | $4.71M | 1.4% | +41.9% | 2.441% | |
7/16/2024 | Andina Capital Management LLC | 154,814 | $3.21M | 2.4% | N/A | 1.665% | |
5/10/2024 | Nwam LLC | 101,829 | $2.12M | 0.2% | N/A | 1.095% | |
5/8/2024 | Avantax Advisory Services Inc. | 78,256 | $1.68M | 0.0% | +22.2% | 0.841% | |
5/2/2024 | Lincoln National Corp | 336,207 | $7.21M | 0.1% | +962.5% | 3.643% | |
4/30/2024 | Commonwealth Equity Services LLC | 38,204 | $819K | 0.0% | N/A | 0.414% | |
4/19/2024 | Park Edge Advisors LLC | 159,991 | $3.43M | 1.0% | N/A | 1.733% | |
2/7/2024 | Avantax Advisory Services Inc. | 64,024 | $1.41M | 0.0% | +19.4% | 2.592% | |
2/7/2024 | Principal Securities Inc. | 48,904 | $1.08M | 0.0% | N/A | 1.980% | |
2/6/2024 | Lincoln National Corp | 31,642 | $699K | 0.0% | N/A | 1.281% | |
1/30/2024 | Prosperity Wealth Management Inc. | 30,803 | $680K | 0.4% | +11.5% | 1.247% | |
11/8/2023 | Avantax Advisory Services Inc. | 53,622 | $1.14M | 0.0% | N/A | 2.171% | |
11/7/2023 | Prosperity Wealth Management Inc. | 27,637 | $589K | 0.4% | +159.3% | 1.119% | |
9/12/2023 | Prosperity Wealth Management Inc. | 10,657 | $240K | 0.2% | N/A | 0.431% | |
5/10/2023 | Simplify Asset Management Inc. | 202,411 | $4.62M | 0.7% | +1,323.9% | 80.964% | |
2/10/2023 | Simplify Asset Management Inc. | 14,215 | $318K | 0.0% | -83.2% | 17.769% | |