5/2/2025 | Wealthfront Advisers LLC | 17,613 | $638K | 0.0% | -5.5% | 0.271% | |
5/2/2025 | Sigma Planning Corp | 51,244 | $1.86M | 0.1% | -2.8% | 0.788% | |
5/1/2025 | Gateway Wealth Partners LLC | 9,385 | $340K | 0.1% | -14.5% | 0.144% | |
4/30/2025 | POM Investment Strategies LLC | 196,684 | $7.13M | 8.3% | -12.4% | 3.026% | |
4/30/2025 | Stratos Wealth Partners LTD. | 13,847 | $502K | 0.0% | -15.3% | 0.213% | |
4/29/2025 | Envestnet Asset Management Inc. | 77,049 | $2.79M | 0.0% | +46.9% | 1.185% | |
4/23/2025 | Wealth Effects LLC | 7,085 | $257K | 0.1% | -6.6% | 0.115% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 678,806 | $24.59M | 0.1% | +216.4% | 11.037% | |
4/21/2025 | ORG Partners LLC | 2,412 | $87K | 0.0% | -38.3% | 0.039% | |
4/17/2025 | Janney Montgomery Scott LLC | 7,158 | $259K | 0.0% | +6.8% | 0.116% | |
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4/15/2025 | Wealthcare Advisory Partners LLC | 66,485 | $2.41M | 0.1% | +5.1% | 1.081% | |
2/25/2025 | Armis Advisers LLC | 12,057 | $437K | 0.1% | N/A | 0.173% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 6,117 | $222K | 0.1% | -13.5% | 0.088% | |
2/17/2025 | Cetera Investment Advisers | 56,649 | $2.06M | 0.0% | +8.7% | 0.815% | |
2/17/2025 | Citadel Advisors LLC | 30,141 | $1.09M | 0.0% | +434.9% | 0.434% | |
2/17/2025 | Bank of America Corp DE | 22,574 | $819K | 0.0% | -60.6% | 0.325% | |
2/17/2025 | Benjamin Edwards Inc. | 29,568 | $1.07M | 0.0% | -1.5% | 0.425% | |
2/14/2025 | Jane Street Group LLC | 18,311 | $664K | 0.0% | -25.5% | 0.263% | |
2/14/2025 | Integrated Wealth Concepts LLC | 57,351 | $2.08M | 0.0% | +9.8% | 0.825% | |
2/14/2025 | Stifel Financial Corp | 10,285 | $373K | 0.0% | +7.6% | 0.148% | |
2/13/2025 | Gratus Wealth Advisors LLC | 41,032 | $1.49M | 0.2% | -46.0% | 0.590% | |
2/13/2025 | NewEdge Advisors LLC | 116,067 | $4.21M | 0.0% | -24.3% | 1.670% | |
2/13/2025 | Insigneo Advisory Services LLC | 8,496 | $308K | 0.0% | +7.6% | 0.122% | |
2/13/2025 | Raymond James Financial Inc. | 121,857 | $4.42M | 0.0% | N/A | 1.753% | |
2/13/2025 | Envestnet Asset Management Inc. | 52,446 | $1.90M | 0.0% | -3.1% | 0.755% | |
2/13/2025 | Wells Fargo & Company MN | 1,829 | $66K | 0.0% | N/A | 0.026% | |
2/11/2025 | LPL Financial LLC | 1,145,089 | $41.53M | 0.0% | +20.6% | 16.476% | |
2/10/2025 | Harbour Investments Inc. | 10,181 | $369K | 0.0% | -3.8% | 0.146% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 7,353 | $267K | 0.0% | -9.6% | 0.106% | |
2/10/2025 | Commonwealth Equity Services LLC | 184,130 | $6.68M | 0.0% | +13.8% | 2.649% | |
2/7/2025 | Wealthfront Advisers LLC | 826 | $30K | 0.0% | -93.5% | 0.012% | |
2/7/2025 | Independent Advisor Alliance | 186,356 | $6.76M | 0.1% | N/A | 2.681% | |
2/6/2025 | Vestmark Advisory Solutions Inc. | 341,227 | $12.38M | 0.4% | +1.0% | 4.910% | |
2/6/2025 | Raymond James Financial Inc. | 121,857 | $4.42M | 0.0% | N/A | 1.753% | |
2/6/2025 | Atria Investments Inc | 12,228 | $444K | 0.0% | +14.7% | 0.176% | |
2/5/2025 | Private Trust Co. NA | 2,660 | $96K | 0.0% | +303.0% | 0.038% | |
2/3/2025 | Private Advisor Group LLC | 9,388 | $340K | 0.0% | +10.3% | 0.135% | |
1/31/2025 | D.A. Davidson & CO. | 25,165 | $913K | 0.0% | +8.5% | 0.362% | |
1/31/2025 | Sanctuary Advisors LLC | 19,938 | $759K | 0.0% | -1.9% | 0.287% | |
1/31/2025 | J.W. Cole Advisors Inc. | 7,310 | $265K | 0.0% | -3.9% | 0.105% | |
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1/30/2025 | Allworth Financial LP | 3,022 | $113K | 0.0% | -39.8% | 0.043% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 5,525 | $200K | 0.0% | N/A | 0.079% | |
1/29/2025 | POM Investment Strategies LLC | 224,619 | $8.15M | 6.1% | +1.6% | 3.232% | |
1/27/2025 | Stratos Wealth Partners LTD. | 16,356 | $593K | 0.0% | +9.1% | 0.235% | |
1/17/2025 | Janney Montgomery Scott LLC | 6,705 | $243K | 0.0% | N/A | 0.096% | |
1/15/2025 | Ameritas Advisory Services LLC | 48,445 | $1.76M | 0.1% | +2.0% | 0.697% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 63,245 | $2.29M | 0.1% | +0.6% | 0.910% | |
1/14/2025 | Ignite Planners LLC | 92,748 | $3.37M | 0.7% | -10.5% | 1.335% | |
1/8/2025 | International Assets Investment Management LLC | 6,543 | $237K | 0.0% | N/A | 0.094% | |
12/26/2024 | JPMorgan Chase & Co. | 3,063 | $110K | 0.0% | +471.5% | 0.044% | |
11/25/2024 | Sanctuary Advisors LLC | 20,325 | $760K | 0.0% | +15.8% | 0.292% | |
11/15/2024 | MML Investors Services LLC | 17,820 | $641K | 0.0% | +1.8% | 0.256% | |
11/15/2024 | Jane Street Group LLC | 24,565 | $884K | 0.0% | +23.0% | 0.353% | |
11/15/2024 | Stifel Financial Corp | 9,555 | $344K | 0.0% | +10.6% | 0.137% | |
11/15/2024 | Integrated Wealth Concepts LLC | 52,238 | $1.88M | 0.0% | -4.0% | 0.752% | |
11/15/2024 | Benjamin Edwards Inc. | 30,014 | $1.08M | 0.0% | N/A | 0.432% | |
11/13/2024 | D.A. Davidson & CO. | 23,200 | $835K | 0.0% | +14.0% | 0.334% | |
11/5/2024 | Harbour Investments Inc. | 10,581 | $381K | 0.0% | -9.6% | 0.152% | |
11/4/2024 | Sigma Planning Corp | 52,523 | $1.89M | 0.1% | -1.9% | 0.756% | |
11/1/2024 | Atria Investments Inc | 10,658 | $383K | 0.0% | +7.9% | 0.153% | |
10/23/2024 | Allworth Financial LP | 5,022 | $181K | 0.0% | +17.6% | 0.072% | |
10/8/2024 | Gratus Wealth Advisors LLC | 76,034 | $2.70M | 0.4% | -83.3% | 1.094% | |
10/8/2024 | Ignite Planners LLC | 103,624 | $3.73M | 0.9% | -7.3% | 1.491% | |
9/5/2024 | Sanctuary Advisors LLC | 17,545 | $580K | 0.0% | N/A | 0.252% | |
8/22/2024 | Cetera Investment Advisers | 53,993 | $1.81M | 0.0% | -0.8% | 0.777% | |
8/16/2024 | Gateway Wealth Partners LLC | 10,852 | $363K | 0.1% | +12.4% | 0.156% | |
8/16/2024 | NewEdge Advisors LLC | 138,000 | $4.62M | 0.0% | +17.6% | 1.986% | |
8/14/2024 | Insigneo Advisory Services LLC | 7,890 | $258K | 0.0% | -19.2% | 0.114% | |
8/8/2024 | Envestnet Asset Management Inc. | 55,550 | $1.86M | 0.0% | -2.2% | 0.799% | |
8/8/2024 | LPL Financial LLC | 921,953 | $30.86M | 0.0% | +1.2% | 13.266% | |
8/2/2024 | Wealth Effects LLC | 7,581 | $254K | 0.1% | -13.2% | 0.109% | |
7/31/2024 | Commonwealth Equity Services LLC | 152,404 | $5.10M | 0.0% | +4.7% | 2.193% | |
7/30/2024 | International Assets Investment Management LLC | 2,353 | $79K | 0.0% | N/A | 0.034% | |
7/30/2024 | New England Capital Financial Advisors LLC | 7,769 | $260K | 0.1% | -20.4% | 0.112% | |
7/29/2024 | Ameritas Advisory Services LLC | 49,375 | $1.65M | 0.1% | -2.0% | 0.710% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 58,600 | $1.96M | 0.0% | -70.4% | 0.843% | |
7/25/2024 | POM Investment Strategies LLC | 220,030 | $7.36M | 5.9% | -8.5% | 3.166% | |
7/19/2024 | Raymond James & Associates | 35,659 | $1.19M | 0.0% | -65.5% | 0.513% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 7,999 | $268K | 0.0% | -10.8% | 0.115% | |
7/16/2024 | ORG Partners LLC | 3,912 | $132K | 0.0% | N/A | 0.056% | |
7/12/2024 | Ignite Planners LLC | 111,747 | $3.77M | 0.9% | -7.6% | 1.608% | |
5/24/2024 | Cetera Advisors LLC | 20,279 | $698K | 0.0% | N/A | 0.292% | |
5/24/2024 | Cetera Investment Advisers | 54,438 | $1.88M | 0.0% | -20.0% | 0.783% | |
5/10/2024 | Gratus Wealth Advisors LLC | 478,952 | $15.66M | 2.9% | -3.2% | 6.891% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 8,969 | $309K | 0.0% | +18.8% | 0.129% | |
5/1/2024 | StoneX Group Inc. | 13,536 | $466K | 0.1% | -27.4% | 0.191% | |
4/29/2024 | Commonwealth Equity Services LLC | 145,501 | $5.01M | 0.0% | +10.0% | 2.049% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 27,502 | $947K | 0.0% | +1.3% | 0.387% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 198,084 | $6.82M | 0.0% | +274.0% | 2.790% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 113,440 | $3.91M | 0.0% | -6.9% | 1.598% | |
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4/15/2024 | Wealthcare Advisory Partners LLC | 49,355 | $1.70M | 0.1% | +1.3% | 0.658% | |
4/12/2024 | Ignite Planners LLC | 120,990 | $4.15M | 1.2% | -6.5% | 1.613% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,466 | $48K | 0.0% | +98.4% | 0.020% | |
3/8/2024 | ICA Group Wealth Management LLC | 790 | $26K | 0.0% | N/A | 0.011% | |
2/14/2024 | Regal Investment Advisors LLC | 216,084 | $7.04M | 0.5% | N/A | 2.881% | |
2/12/2024 | StoneX Group Inc. | 18,634 | $608K | 0.1% | -4.5% | 0.248% | |
2/12/2024 | Parallel Advisors LLC | 1,394 | $45K | 0.0% | -20.1% | 0.019% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 52,969 | $1.73M | 0.0% | -2.3% | 0.706% | |
2/9/2024 | Tidemark LLC | 824 | $27K | 0.0% | N/A | 0.011% | |
2/9/2024 | D.A. Davidson & CO. | 15,986 | $521K | 0.0% | +58.0% | 0.213% | |