8/13/2025 | Trek Financial LLC | 8,874 | $284K | 0.0% | -23.3% | 0.265% | |
8/8/2025 | Cetera Investment Advisers | 43,127 | $1.38M | 0.0% | +14.7% | 1.287% | |
8/7/2025 | Allworth Financial LP | 179,930 | $5.77M | 0.0% | +7.8% | 5.371% | |
8/7/2025 | PFG Advisors | 10,191 | $327K | 0.0% | N/A | 0.304% | |
8/1/2025 | Corrado Advisors LLC | 42,578 | $1.36M | 0.8% | -57.7% | 1.271% | |
8/1/2025 | Envestnet Asset Management Inc. | 20,849 | $668K | 0.0% | +53.1% | 0.622% | |
7/31/2025 | Whipplewood Advisors LLC | 1,424 | $46K | 0.0% | -48.6% | 0.043% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 44,351 | $1.42M | 0.2% | -27.4% | 1.312% | |
7/28/2025 | Compass Advisory Group LLC | 29,529 | $946K | 0.3% | +19.6% | 0.874% | |
7/28/2025 | Harbour Investments Inc. | 4,400 | $141K | 0.0% | -27.3% | 0.130% | |
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7/28/2025 | Cypress Wealth Services LLC | 26,363 | $845K | 0.2% | -6.5% | 0.780% | |
7/22/2025 | Belpointe Asset Management LLC | 23,074 | $739K | 0.0% | -3.5% | 0.683% | |
7/22/2025 | MBL Wealth LLC | 129,107 | $4.14M | 0.4% | -0.5% | 3.820% | |
7/22/2025 | Diligent Investors LLC | 39,451 | $1.26M | 0.3% | -2.0% | 1.167% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 5,089 | $163K | 0.1% | -11.4% | 0.151% | |
7/21/2025 | Triad Wealth Partners LLC | 14,625 | $469K | 0.1% | +93.9% | 0.433% | |
7/18/2025 | Consolidated Portfolio Review Corp | 16,160 | $518K | 0.1% | +10.5% | 0.478% | |
7/17/2025 | Janney Montgomery Scott LLC | 18,295 | $586K | 0.0% | -8.1% | 0.527% | |
7/11/2025 | Farther Finance Advisors LLC | 12,295 | $394K | 0.0% | +130.4% | 0.354% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 23,296 | $750K | 0.0% | +9.4% | 0.671% | |
7/9/2025 | HFG Wealth Management LLC | 270,314 | $8.17M | 4.8% | +7.3% | 7.790% | |
5/21/2025 | MBL Wealth LLC | 129,782 | $3.92M | 0.4% | -4.5% | 3.656% | |
5/20/2025 | Belpointe Asset Management LLC | 23,922 | $723K | 0.0% | +114.8% | 0.674% | |
5/16/2025 | Faithward Advisors LLC | 9,594 | $290K | 0.1% | N/A | 0.263% | |
5/16/2025 | Arete Wealth Advisors LLC | 19,712 | $596K | 0.0% | +5.4% | 0.540% | |
5/15/2025 | OLD Mission Capital LLC | 20,586 | $622K | 0.0% | N/A | 0.564% | |
5/14/2025 | Kestra Advisory Services LLC | 47,607 | $1.44M | 0.0% | -40.0% | 1.304% | |
5/14/2025 | Capital Analysts LLC | 2,189 | $66K | 0.0% | N/A | 0.060% | |
5/13/2025 | Long Island Wealth Management Inc. | 149,008 | $4.51M | 2.7% | +12.8% | 4.082% | |
5/13/2025 | HighTower Advisors LLC | 89,411 | $2.70M | 0.0% | +46.5% | 2.450% | |
5/8/2025 | Harbour Investments Inc. | 6,050 | $183K | 0.0% | +1,134.7% | 0.166% | |
5/7/2025 | First Heartland Consultants Inc. | 13,379 | $405K | 0.0% | N/A | 0.367% | |
5/6/2025 | Cetera Investment Advisers | 37,612 | $1.14M | 0.0% | +11.4% | 1.030% | |
5/6/2025 | Avantax Advisory Services Inc. | 23,769 | $719K | 0.0% | +36.6% | 0.651% | |
5/6/2025 | WorthPointe LLC | 7,343 | $222K | 0.1% | N/A | 0.201% | |
5/1/2025 | Corrado Advisors LLC | 100,745 | $3.05M | 2.0% | +27.0% | 2.760% | |
5/1/2025 | CWM LLC | 34,135 | $1.03M | 0.0% | -6.0% | 0.935% | |
5/1/2025 | Stephens Inc. AR | 119,009 | $3.60M | 0.1% | -71.8% | 3.261% | |
4/30/2025 | Allworth Financial LP | 166,912 | $5.04M | 0.0% | +38.7% | 4.573% | |
4/30/2025 | Trek Financial LLC | 11,572 | $350K | 0.0% | -28.7% | 0.317% | |
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4/29/2025 | Envestnet Asset Management Inc. | 13,615 | $412K | 0.0% | +6.7% | 0.373% | |
4/29/2025 | Strategic Blueprint LLC | 26,555 | $803K | 0.0% | -6.5% | 0.728% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 61,115 | $1.85M | 0.3% | N/A | 1.674% | |
4/28/2025 | Weaver Consulting Group | 6,991 | $211K | 0.1% | -11.8% | 0.192% | |
4/28/2025 | Rovin Capital UT ADV | 9,597 | $290K | 0.1% | -9.1% | 0.263% | |
4/24/2025 | Sunbelt Securities Inc. | 30,205 | $913K | 0.1% | +2.5% | 0.816% | |
4/24/2025 | Capasso Planning Partners LLC | 12,379 | $374K | 0.2% | -18.2% | 0.335% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 7,841 | $237K | 0.0% | -10.5% | 0.212% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 11,758 | $356K | 0.0% | -10.8% | 0.318% | |
4/17/2025 | Janney Montgomery Scott LLC | 19,903 | $602K | 0.0% | -16.3% | 0.538% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 21,296 | $644K | 0.0% | -8.6% | 0.576% | |
4/14/2025 | Farther Finance Advisors LLC | 5,337 | $162K | 0.0% | N/A | 0.144% | |
4/10/2025 | Diligent Investors LLC | 40,247 | $1.22M | 0.3% | -9.6% | 1.088% | |
4/10/2025 | Whipplewood Advisors LLC | 2,773 | $84K | 0.0% | +93.8% | 0.075% | |
4/8/2025 | HFG Wealth Management LLC | 252,006 | $7.42M | 4.5% | +37.8% | 6.811% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,296 | $686K | 0.0% | +24.0% | 0.575% | |
3/10/2025 | Mattson Financial Services LLC | 1,866 | $58K | 0.0% | -21.2% | 0.046% | |
2/18/2025 | Sunbelt Securities Inc. | 29,456 | $872K | 0.1% | +12.2% | 0.580% | |
2/17/2025 | Diligent Investors LLC | 44,518 | $1.31M | 0.3% | -1.5% | 0.876% | |
2/17/2025 | CoreCap Advisors LLC | 2,537 | $75K | 0.0% | -51.5% | 0.050% | |
2/17/2025 | Cetera Investment Advisers | 33,769 | $994K | 0.0% | -2.5% | 0.665% | |
2/14/2025 | Long Island Wealth Management Inc. | 132,124 | $3.89M | 2.4% | +23.3% | 2.601% | |
2/14/2025 | OneDigital Investment Advisors LLC | 6,848 | $202K | 0.0% | -14.5% | 0.135% | |
2/14/2025 | WPWealth LLP | 26,984 | $794K | 0.2% | +184.0% | 0.531% | |
2/14/2025 | Tradition Wealth Management LLC | 12,746 | $375K | 0.0% | -4.0% | 0.251% | |
2/13/2025 | Belpointe Asset Management LLC | 11,139 | $337K | 0.0% | -3.6% | 0.219% | |
2/13/2025 | Raymond James Financial Inc. | 14,484 | $426K | 0.0% | N/A | 0.285% | |
2/13/2025 | Trek Financial LLC | 16,227 | $478K | 0.0% | -7.6% | 0.319% | |
2/13/2025 | Envestnet Asset Management Inc. | 12,756 | $376K | 0.0% | -3.5% | 0.251% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 8,763 | $258K | 0.1% | N/A | 0.173% | |
2/11/2025 | LPL Financial LLC | 11,235 | $331K | 0.0% | -32.5% | 0.221% | |
2/10/2025 | Signaturefd LLC | 14,956 | $440K | 0.0% | N/A | 0.294% | |
2/10/2025 | Commonwealth Equity Services LLC | 36,253 | $1.07M | 0.0% | -12.3% | 0.714% | |
2/10/2025 | Avantax Advisory Services Inc. | 17,404 | $512K | 0.0% | +5.1% | 0.343% | |
2/10/2025 | Capasso Planning Partners LLC | 15,135 | $446K | 0.2% | N/A | 0.298% | |
2/7/2025 | HighTower Advisors LLC | 61,046 | $1.80M | 0.0% | -48.6% | 1.202% | |
2/6/2025 | Raymond James Financial Inc. | 14,484 | $426K | 0.0% | N/A | 0.285% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 3,009 | $89K | 0.0% | +785.0% | 0.059% | |
2/5/2025 | Cape Investment Advisory Inc. | 9,209 | $271K | 0.1% | +9,109.0% | 0.181% | |
2/5/2025 | Jacobi Capital Management LLC | 10,417 | $307K | 0.0% | -24.4% | 0.205% | |
2/5/2025 | Whipplewood Advisors LLC | 1,431 | $42K | 0.0% | N/A | 0.028% | |
2/5/2025 | Corrado Advisors LLC | 79,357 | $2.34M | 1.5% | -6.0% | 1.562% | |
2/4/2025 | IFP Advisors Inc | 28,273 | $832K | 0.0% | +61.2% | 0.557% | |
2/4/2025 | Forvis Mazars Wealth Advisors LLC | 8,090 | $238K | 0.0% | -44.3% | 0.159% | |
1/31/2025 | 3EDGE Asset Management LP | 36,352 | $1.07M | 0.1% | -3.5% | 0.716% | |
1/30/2025 | Allworth Financial LP | 120,370 | $3.57M | 0.0% | +198.3% | 2.369% | |
1/30/2025 | Principal Securities Inc. | 53,811 | $1.58M | 0.0% | +14.6% | 1.059% | |
1/30/2025 | DHJJ Financial Advisors Ltd. | 5,552 | $163K | 0.1% | -8.6% | 0.109% | |
1/28/2025 | Stephens Inc. AR | 421,930 | $12.42M | 0.2% | -1.6% | 8.306% | |
1/24/2025 | Compass Advisory Group LLC | 24,537 | $722K | 0.3% | -18.1% | 0.483% | |
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1/23/2025 | Strategic Blueprint LLC | 28,408 | $836K | 0.0% | -7.9% | 0.559% | |
1/17/2025 | Janney Montgomery Scott LLC | 23,773 | $700K | 0.0% | +9.2% | 0.468% | |
1/14/2025 | Rovin Capital UT ADV | 10,557 | $311K | 0.1% | +7.1% | 0.208% | |
1/13/2025 | HFG Wealth Management LLC | 182,880 | $5.73M | 3.7% | +11.3% | 3.600% | |
1/8/2025 | Weaver Consulting Group | 7,924 | $233K | 0.1% | -20.1% | 0.156% | |
12/26/2024 | JPMorgan Chase & Co. | 15,800 | $495K | 0.0% | -12.4% | 0.311% | |
11/18/2024 | Sunbelt Securities Inc. | 26,261 | $823K | 0.1% | -3.5% | 0.517% | |
11/15/2024 | HighTower Advisors LLC | 118,719 | $3.72M | 0.0% | -76.9% | 2.337% | |
11/13/2024 | WorthPointe LLC | 6,450 | $202K | 0.1% | N/A | 0.127% | |
11/1/2024 | Corrado Advisors LLC | 84,428 | $2.65M | 1.7% | -2.3% | 1.662% | |