5/2/2025 | Acas LLC | 11,501 | $353K | 0.3% | -28.9% | 0.064% | |
5/2/2025 | Kingsview Wealth Management LLC | 42,042 | $1.23M | 0.0% | +70.1% | 0.235% | |
4/30/2025 | Seamount Financial Group Inc. | 7,500 | $220K | 0.1% | -25.7% | 0.050% | |
4/29/2025 | Envestnet Asset Management Inc. | 293,222 | $8.60M | 0.0% | +1.5% | 1.950% | |
4/28/2025 | D.A. Davidson & CO. | 12,503 | $367K | 0.0% | N/A | 0.083% | |
4/28/2025 | Mutual Advisors LLC | 15,096 | $458K | 0.0% | N/A | 0.100% | |
4/25/2025 | Ameritas Advisory Services LLC | 17,844 | $522K | 0.0% | -13.6% | 0.119% | |
4/25/2025 | WJ Wealth Management LLC | 143,851 | $4.22M | 1.5% | N/A | 0.956% | |
4/24/2025 | Confluence Wealth Services Inc. | 105,531 | $3.14M | 0.2% | +1.6% | 0.702% | |
4/23/2025 | Investment Planning Advisors Inc. | 46,849 | $1.37M | 0.6% | N/A | 0.311% | |
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4/23/2025 | Johnson Bixby & Associates LLC | 868,213 | $25.46M | 3.8% | +29.3% | 5.773% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 216,978 | $6.36M | 0.0% | +203.9% | 1.443% | |
4/22/2025 | Mendota Financial Group LLC | 183,560 | $5.38M | 5.8% | -22.5% | 1.220% | |
4/21/2025 | CLG LLC | 7,616 | $223K | 0.1% | -8.1% | 0.051% | |
4/18/2025 | Financial Perspectives Inc | 1,116 | $33K | 0.0% | N/A | 0.007% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 38,833 | $1.14M | 0.0% | +8.8% | 0.258% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 198,092 | $5.81M | 0.0% | -1.5% | 1.317% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 983 | $29K | 0.0% | N/A | 0.007% | |
4/15/2025 | Trueblood Wealth Management LLC | 40,464 | $1.19M | 0.6% | +69.5% | 0.269% | |
4/10/2025 | KWB Wealth | 84,345 | $2.32M | 0.3% | +260.4% | 0.561% | |
4/9/2025 | LVW Advisors LLC | 560,680 | $16.44M | 2.0% | +23.5% | 3.728% | |
4/9/2025 | Sweeney & Michel LLC | 175,604 | $5.15M | 2.1% | N/A | 1.168% | |
4/8/2025 | Rothschild Investment LLC | 1,750 | $51K | 0.0% | N/A | 0.013% | |
4/7/2025 | AdvisorNet Financial Inc | 11,304 | $331K | 0.0% | +54.9% | 0.085% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 201,202 | $5.54M | 0.0% | N/A | 1.617% | |
3/12/2025 | Centaurus Financial Inc. | 12,422 | $342K | 0.0% | N/A | 0.100% | |
2/18/2025 | GTS Securities LLC | 35,565 | $978K | 0.0% | +85.2% | 0.808% | |
2/18/2025 | First Heartland Consultants Inc. | 45,006 | $1.24M | 0.1% | N/A | 1.023% | |
2/17/2025 | Cetera Investment Advisers | 435,414 | $11.98M | 0.0% | +11.6% | 9.896% | |
2/17/2025 | Captrust Financial Advisors | 46,485 | $1.28M | 0.0% | +22.1% | 1.056% | |
2/17/2025 | Aspire Growth Partners LLC | 14,208 | $391K | 0.4% | N/A | 0.323% | |
2/14/2025 | Jane Street Group LLC | 225,330 | $6.20M | 0.0% | +90.1% | 5.121% | |
2/14/2025 | Comerica Bank | 3,833 | $105K | 0.0% | +46.7% | 0.087% | |
2/14/2025 | Capital Analysts LLC | 72,777 | $2.00M | 0.1% | +23.0% | 1.654% | |
2/14/2025 | Stifel Financial Corp | 180,335 | $4.96M | 0.0% | +39.0% | 4.099% | |
2/14/2025 | MML Investors Services LLC | 257,829 | $7.09M | 0.0% | +28.0% | 5.860% | |
2/14/2025 | Capital Group Private Client Services Inc. | 567,400 | $15.61M | 0.1% | +38.4% | 12.895% | |
2/14/2025 | Capital International Investors | 80,000 | $2.20M | 0.0% | +166.7% | 1.818% | |
2/13/2025 | NewEdge Advisors LLC | 1,308 | $36K | 0.0% | +155.5% | 0.030% | |
2/13/2025 | Rockefeller Capital Management L.P. | 19,158 | $527K | 0.0% | N/A | 0.435% | |
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2/13/2025 | Raymond James Financial Inc. | 139,055 | $3.83M | 0.0% | N/A | 3.160% | |
2/13/2025 | Envestnet Asset Management Inc. | 288,748 | $7.94M | 0.0% | +36.8% | 6.562% | |
2/12/2025 | OLD Mission Capital LLC | 109,062 | $3M | 0.0% | +190.7% | 2.479% | |
2/12/2025 | Tyler Stone Wealth Management | 7,950 | $219K | 0.0% | +8.8% | 0.181% | |
2/11/2025 | LPL Financial LLC | 200,927 | $5.53M | 0.0% | +64.3% | 4.567% | |
2/11/2025 | Wayfinding Financial LLC | 8,840 | $243K | 0.1% | N/A | 0.201% | |
2/10/2025 | Harbour Investments Inc. | 23,206 | $638K | 0.0% | +12.1% | 0.527% | |
2/10/2025 | Commonwealth Equity Services LLC | 159,410 | $4.39M | 0.0% | +18.7% | 3.623% | |
2/10/2025 | Avantax Advisory Services Inc. | 9,916 | $273K | 0.0% | +28.3% | 0.225% | |
2/7/2025 | Acas LLC | 16,166 | $469K | 0.3% | -18.1% | 0.367% | |
2/6/2025 | Raymond James Financial Inc. | 139,055 | $3.83M | 0.0% | N/A | 3.160% | |
2/6/2025 | Exencial Wealth Advisors LLC | 121,498 | $3.34M | 0.1% | -4.8% | 2.761% | |
2/6/2025 | Jones Financial Companies Lllp | 40,886 | $1.13M | 0.0% | +334.4% | 0.929% | |
2/5/2025 | A&I Financial Services LLC | 11,590 | $319K | 0.3% | N/A | 0.263% | |
2/3/2025 | Private Advisor Group LLC | 189,650 | $5.22M | 0.0% | +315.9% | 4.310% | |
1/31/2025 | Global Retirement Partners LLC | 3,398 | $93K | 0.0% | +275.1% | 0.077% | |
1/31/2025 | Venturi Wealth Management LLC | 1,511,807 | $41.59M | 2.0% | +17.4% | 34.359% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 22,600 | $622K | 0.0% | N/A | 0.514% | |
1/28/2025 | Kingsview Wealth Management LLC | 24,717 | $680K | 0.0% | -12.5% | 0.562% | |
1/28/2025 | Seamount Financial Group Inc. | 10,096 | $278K | 0.2% | N/A | 0.229% | |
1/27/2025 | Bleakley Financial Group LLC | 19,267 | $530K | 0.0% | N/A | 0.438% | |
1/23/2025 | Evernest Financial Advisors LLC | 187,137 | $5.15M | 1.3% | N/A | 4.253% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 35,692 | $982K | 0.0% | +1.1% | 0.811% | |
1/21/2025 | Johnson Bixby & Associates LLC | 671,248 | $18.47M | 2.8% | +9.2% | 15.256% | |
1/17/2025 | Endeavor Private Wealth Inc. | 13,394 | $368K | 0.3% | N/A | 0.304% | |
1/16/2025 | Trueblood Wealth Management LLC | 23,869 | $657K | 0.3% | +20.7% | 0.542% | |
1/16/2025 | Lincoln Capital LLC | 10,260 | $282K | 0.1% | +33.0% | 0.233% | |
1/16/2025 | LVW Advisors LLC | 453,945 | $12.49M | 1.5% | +21.2% | 10.317% | |
1/15/2025 | Ameritas Advisory Services LLC | 20,655 | $568K | 0.0% | +29.2% | 0.469% | |
1/15/2025 | LongView Wealth Management | 12,015 | $331K | 0.1% | -36.6% | 0.273% | |
1/14/2025 | StrongBox Wealth LLC | 69,676 | $1.92M | 0.8% | +4.0% | 1.584% | |
1/14/2025 | KWB Wealth | 23,400 | $710K | 0.1% | N/A | 0.532% | |
1/14/2025 | Mendota Financial Group LLC | 236,717 | $6.51M | 4.2% | -14.6% | 5.380% | |
1/13/2025 | AdvisorNet Financial Inc | 7,296 | $201K | 0.0% | +1,088.3% | 0.166% | |
11/15/2024 | MML Investors Services LLC | 201,357 | $6.11M | 0.0% | +21.8% | 4.576% | |
11/15/2024 | Jane Street Group LLC | 118,536 | $3.60M | 0.0% | +289.5% | 2.694% | |
11/15/2024 | Stifel Financial Corp | 129,720 | $3.94M | 0.0% | +27.8% | 2.948% | |
11/14/2024 | Captrust Financial Advisors | 38,067 | $1.16M | 0.0% | +18.9% | 0.865% | |
11/12/2024 | Kingsview Wealth Management LLC | 28,252 | $858K | 0.0% | -40.8% | 0.642% | |
11/4/2024 | Venturi Wealth Management LLC | 1,287,784 | $39.10M | 2.0% | +8.7% | 29.268% | |
11/4/2024 | Tyler Stone Wealth Management | 7,310 | $222K | 0.0% | N/A | 0.166% | |
10/23/2024 | Trueblood Wealth Management LLC | 19,769 | $600K | 0.3% | +57.5% | 0.449% | |
10/22/2024 | Private Advisor Group LLC | 45,604 | $1.39M | 0.0% | +20.9% | 1.036% | |
10/18/2024 | Raymond James & Associates | 113,391 | $3.44M | 0.0% | N/A | 2.577% | |
10/10/2024 | Johnson Bixby & Associates LLC | 614,578 | $18.66M | 2.8% | +418.9% | 13.968% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 2,210 | $67K | 0.0% | N/A | 0.050% | |
10/10/2024 | Mendota Financial Group LLC | 277,091 | $8.41M | 4.0% | +32.9% | 6.298% | |
10/9/2024 | LongView Wealth Management | 18,962 | $576K | 0.2% | +77.9% | 0.431% | |
10/9/2024 | LVW Advisors LLC | 374,470 | $11.37M | 1.4% | +78.1% | 8.511% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 35,300 | $1.07M | 0.0% | +11.3% | 0.802% | |
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8/22/2024 | Cetera Investment Advisers | 316,405 | $9.06M | 0.0% | +47.9% | 7.191% | |
8/8/2024 | Envestnet Asset Management Inc. | 172,569 | $4.94M | 0.0% | +501.7% | 3.922% | |
8/8/2024 | Trueblood Wealth Management LLC | 12,550 | $360K | 0.2% | +78.6% | 0.285% | |
8/5/2024 | Private Advisor Group LLC | 37,709 | $1.08M | 0.0% | +16.5% | 0.857% | |
7/31/2024 | Commonwealth Equity Services LLC | 104,219 | $2.99M | 0.0% | +20.7% | 2.369% | |
7/29/2024 | Rather & Kittrell Inc. | 7,414 | $212K | 0.1% | N/A | 0.169% | |
7/29/2024 | Ameritas Advisory Services LLC | 15,088 | $432K | 0.0% | +18.8% | 0.343% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 54,494 | $1.56M | 0.0% | +19.4% | 1.239% | |
7/22/2024 | LongView Wealth Management | 10,656 | $305K | 0.1% | N/A | 0.242% | |
7/19/2024 | Johnson Bixby & Associates LLC | 118,430 | $3.39M | 0.6% | +643.1% | 2.692% | |