4/29/2025 | Wood Tarver Financial Group LLC | 17,320 | $609K | 0.2% | -3.5% | 0.230% | |
4/29/2025 | Envestnet Asset Management Inc. | 46,265 | $1.63M | 0.0% | -8.5% | 0.614% | |
4/29/2025 | Schulz Wealth LTD. | 21,949 | $772K | 0.6% | -3.6% | 0.291% | |
4/29/2025 | Strategic Blueprint LLC | 6,477 | $228K | 0.0% | -18.0% | 0.086% | |
4/24/2025 | Elevated Capital Advisors LLC | 59,706 | $2.10M | 0.6% | +4.1% | 0.793% | |
4/24/2025 | Holistic Planning LLC | 9,425 | $331K | 0.1% | -3.0% | 0.125% | |
4/23/2025 | Nvest Financial LLC | 27,341 | $962K | 0.5% | -3.9% | 0.363% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 36,125 | $1.27M | 0.0% | +25.2% | 0.480% | |
4/15/2025 | Noble Wealth Management PBC | 74,127 | $2.61M | 1.8% | -4.1% | 0.984% | |
4/15/2025 | Chris Bulman Inc | 7,186 | $253K | 0.2% | -17.7% | 0.095% | |
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4/9/2025 | NBC Securities Inc. | 4,682 | $164K | 0.0% | +116,950.0% | 0.062% | |
4/7/2025 | AdvisorNet Financial Inc | 29,965 | $1.05M | 0.1% | N/A | 0.395% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 21,411 | $771K | 0.0% | +29.8% | 0.281% | |
3/6/2025 | Wood Tarver Financial Group LLC | 17,943 | $645K | 0.2% | N/A | 0.230% | |
2/27/2025 | REAP Financial Group LLC | 13,959 | $503K | 0.1% | -3.6% | 0.179% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 7,675 | $276K | 0.0% | -63.1% | 0.098% | |
2/25/2025 | Armis Advisers LLC | 14,197 | $511K | 0.1% | N/A | 0.182% | |
2/17/2025 | Focus Partners Wealth | 329,133 | $11.85M | 0.0% | -2.2% | 5.675% | |
2/17/2025 | CoreCap Advisors LLC | 7,188 | $259K | 0.0% | +18.4% | 0.124% | |
2/17/2025 | Cetera Investment Advisers | 279,781 | $10.07M | 0.0% | -12.7% | 4.824% | |
2/17/2025 | Citadel Advisors LLC | 8,861 | $319K | 0.0% | -48.2% | 0.153% | |
2/17/2025 | Captrust Financial Advisors | 43,982 | $1.58M | 0.0% | +2.7% | 0.758% | |
2/17/2025 | Ameriprise Financial Inc. | 160,831 | $5.79M | 0.0% | N/A | 2.773% | |
2/14/2025 | Jane Street Group LLC | 35,762 | $1.29M | 0.0% | -34.4% | 0.617% | |
2/14/2025 | Two Sigma Securities LLC | 6,069 | $218K | 0.0% | N/A | 0.105% | |
2/14/2025 | Harvest Investment Services LLC | 97,520 | $3.51M | 0.9% | +32.0% | 1.681% | |
2/14/2025 | Susquehanna International Group LLP | 45,407 | $1.64M | 0.0% | +88.6% | 0.783% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 4,166 | $153K | 0.0% | -19.5% | 0.072% | |
2/13/2025 | NewEdge Advisors LLC | 28,782 | $1.04M | 0.0% | -3.9% | 0.496% | |
2/13/2025 | Mariner LLC | 344,477 | $12.40M | 0.0% | -1.2% | 5.939% | |
2/13/2025 | Barclays PLC | 1,531 | $55K | 0.0% | -73.0% | 0.026% | |
2/13/2025 | Sagespring Wealth Partners LLC | 17,501 | $630K | 0.0% | N/A | 0.302% | |
2/13/2025 | Raymond James Financial Inc. | 775,106 | $27.90M | 0.0% | N/A | 13.364% | |
2/13/2025 | Envestnet Asset Management Inc. | 50,570 | $1.82M | 0.0% | +14.2% | 0.872% | |
2/12/2025 | OLD Mission Capital LLC | 9,344 | $336K | 0.0% | -24.7% | 0.161% | |
2/12/2025 | JPMorgan Chase & Co. | 2,963 | $107K | 0.0% | N/A | 0.051% | |
2/11/2025 | Sequent Planning LLC | 28,449 | $1.02M | 0.4% | -13.7% | 0.491% | |
2/11/2025 | LPL Financial LLC | 55,125 | $1.98M | 0.0% | +26.9% | 0.950% | |
2/10/2025 | Commonwealth Equity Services LLC | 505,801 | $18.21M | 0.0% | -7.7% | 8.721% | |
2/10/2025 | Avantax Advisory Services Inc. | 6,612 | $238K | 0.0% | -43.5% | 0.114% | |
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2/7/2025 | Prosperity Financial Group Inc. | 74,567 | $2.68M | 1.3% | -5.0% | 1.286% | |
2/7/2025 | Lifeworks Advisors LLC | 9,256 | $333K | 0.1% | -6.6% | 0.160% | |
2/6/2025 | PFG Private Wealth Management LLC | 4,674 | $168K | 0.1% | N/A | 0.081% | |
2/6/2025 | Raymond James Financial Inc. | 775,106 | $27.90M | 0.0% | N/A | 13.364% | |
2/6/2025 | Atria Investments Inc | 336,051 | $12.10M | 0.2% | -2.4% | 5.794% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 36,916 | $1.33M | 0.0% | +9.5% | 0.636% | |
2/5/2025 | Noble Wealth Management PBC | 77,333 | $2.78M | 1.9% | N/A | 1.333% | |
1/31/2025 | Global Retirement Partners LLC | 12,135 | $437K | 0.0% | N/A | 0.209% | |
1/31/2025 | Truist Financial Corp | 43,807 | $1.58M | 0.0% | +20.2% | 0.755% | |
1/31/2025 | Americana Partners LLC | 104,009 | $3.74M | 0.2% | -3.2% | 1.793% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 49,922 | $1.80M | 0.1% | +281.1% | 0.861% | |
1/28/2025 | Stephens Inc. AR | 94,675 | $3.41M | 0.0% | -0.4% | 1.632% | |
1/27/2025 | NovaPoint Capital LLC | 44,451 | $1.60M | 0.5% | -17.7% | 0.766% | |
1/24/2025 | Avantra Family Wealth Inc. | 27,050 | $974K | 0.9% | N/A | 0.466% | |
1/23/2025 | Gries Financial LLC | 23,171 | $834K | 0.1% | -27.9% | 0.400% | |
1/23/2025 | Strategic Blueprint LLC | 7,897 | $284K | 0.0% | -14.9% | 0.136% | |
1/23/2025 | Nvest Financial LLC | 28,453 | $1.02M | 0.5% | N/A | 0.491% | |
1/22/2025 | Foundations Investment Advisors LLC | 79,069 | $2.85M | 0.1% | -3.1% | 1.363% | |
1/21/2025 | Geneos Wealth Management Inc. | 2,450 | $88K | 0.0% | N/A | 0.042% | |
1/16/2025 | City Holding Co. | 31,100 | $1.12M | 0.2% | -1.0% | 0.536% | |
1/15/2025 | Ameritas Advisory Services LLC | 8,858 | $319K | 0.0% | -23.4% | 0.153% | |
1/15/2025 | Arkadios Wealth Advisors | 43,300 | $1.56M | 0.1% | N/A | 0.747% | |
1/13/2025 | Elevated Capital Advisors LLC | 57,374 | $2.07M | 0.6% | +39.9% | 0.989% | |
1/13/2025 | Brookstone Capital Management | 12,439 | $448K | 0.0% | -3.5% | 0.214% | |
1/10/2025 | HBW Advisory Services LLC | 5,885 | $212K | 0.0% | -55.7% | 0.101% | |
1/10/2025 | ORG Partners LLC | 11,500 | $414K | 0.1% | N/A | 0.198% | |
12/16/2024 | SMART Wealth LLC | 79,199 | $2.81M | 1.1% | N/A | 1.366% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 20,813 | $734K | 0.0% | -1.4% | 0.359% | |
11/25/2024 | Sanctuary Advisors LLC | 8,576 | $309K | 0.0% | N/A | 0.148% | |
11/19/2024 | Barclays PLC | 5,663 | $201K | 0.0% | N/A | 0.098% | |
11/18/2024 | Sunbelt Securities Inc. | 61,496 | $2.18M | 0.2% | +5.4% | 1.060% | |
11/15/2024 | Barclays PLC | 5,663 | $201K | 0.0% | N/A | 0.098% | |
11/15/2024 | Jane Street Group LLC | 54,511 | $1.93M | 0.0% | N/A | 0.940% | |
11/15/2024 | Integrated Wealth Concepts LLC | 27,456 | $972K | 0.0% | -3.5% | 0.473% | |
11/14/2024 | CreativeOne Wealth LLC | 15,269 | $541K | 0.0% | -87.8% | 0.263% | |
11/13/2024 | Townsquare Capital LLC | 15,266 | $541K | 0.0% | +21.1% | 0.263% | |
11/13/2024 | Summit Financial Wealth Advisors LLC | 5,695 | $202K | 0.0% | -26.7% | 0.098% | |
11/13/2024 | Prosperity Financial Group Inc. | 78,496 | $2.78M | 1.6% | -8.3% | 1.353% | |
11/12/2024 | Icon Wealth Advisors LLC | 3,684 | $130K | 0.0% | -88.3% | 0.064% | |
11/8/2024 | Darwin Wealth Management LLC | 3,355 | $119K | 0.0% | N/A | 0.058% | |
11/7/2024 | MAI Capital Management | 40,029 | $1.42M | 0.0% | -13.2% | 0.690% | |
11/1/2024 | Atria Investments Inc | 344,459 | $12.20M | 0.2% | -1.7% | 5.939% | |
11/1/2024 | Holistic Planning LLC | 9,718 | $344K | 0.1% | N/A | 0.168% | |
10/28/2024 | Americana Partners LLC | 107,466 | $3.81M | 0.3% | -29.9% | 1.853% | |
10/28/2024 | Stephens Inc. AR | 95,055 | $3.37M | 0.0% | +132.4% | 1.639% | |
10/25/2024 | Strategic Blueprint LLC | 9,278 | $329K | 0.0% | -48.4% | 0.160% | |
10/24/2024 | FSA Advisors Inc. | 12,002 | $409K | 0.4% | N/A | 0.207% | |
10/23/2024 | Outlook Wealth Advisors LLC | 156,613 | $5.55M | 1.6% | +0.6% | 2.700% | |
10/23/2024 | Blackston Financial Advisory Group LLC | 6,205 | $220K | 0.1% | N/A | 0.107% | |
10/23/2024 | Great Lakes Retirement Inc. | 38,752 | $1.37M | 0.2% | -2.2% | 0.668% | |
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10/22/2024 | Chris Bulman Inc | 6,761 | $239K | 0.2% | N/A | 0.117% | |
10/22/2024 | Elevated Capital Advisors LLC | 41,001 | $1.45M | 0.4% | N/A | 0.707% | |
10/21/2024 | Foundations Investment Advisors LLC | 81,578 | $2.89M | 0.1% | -1.5% | 1.407% | |
10/21/2024 | Integrity Financial Corp WA | 15,485 | $548K | 0.3% | +69.5% | 0.267% | |
10/18/2024 | Raymond James & Associates | 341,250 | $12.09M | 0.0% | +51.2% | 5.884% | |
10/18/2024 | Schubert & Co | 6,609 | $234K | 0.2% | N/A | 0.114% | |
10/18/2024 | NovaPoint Capital LLC | 54,035 | $1.91M | 0.6% | +8.9% | 0.932% | |
10/16/2024 | Quad Cities Investment Group LLC | 8,696 | $308K | 0.2% | -11.6% | 0.150% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 24,732 | $876K | 0.2% | +42.1% | 0.426% | |
10/15/2024 | Keystone Wealth Services LLC | 41,836 | $1.48M | 0.4% | +1.9% | 0.721% | |