8/1/2025 | Envestnet Asset Management Inc. | 51,569 | $1.94M | 0.0% | +11.5% | 0.576% | |
7/30/2025 | Strategic Blueprint LLC | 5,542 | $208K | 0.0% | -14.4% | 0.062% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 34,444 | $1.30M | 0.5% | -4.8% | 0.384% | |
7/29/2025 | Stephens Inc. AR | 7,665 | $288K | 0.0% | -91.9% | 0.085% | |
7/29/2025 | Stratos Wealth Advisors LLC | 5,661 | $213K | 0.0% | N/A | 0.063% | |
7/28/2025 | Uptick Partners LLC | 11,461 | $431K | 0.1% | +21.6% | 0.128% | |
7/28/2025 | Mutual Advisors LLC | 12,571 | $479K | 0.0% | N/A | 0.140% | |
7/28/2025 | Harbour Investments Inc. | 6,562 | $247K | 0.0% | +815.2% | 0.073% | |
7/28/2025 | Axxcess Wealth Management LLC | 10,245 | $385K | 0.0% | N/A | 0.114% | |
7/25/2025 | Atria Wealth Solutions Inc. | 12,668 | $478K | 0.0% | -68.2% | 0.141% | |
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7/25/2025 | MGO One Seven LLC | 8,047 | $303K | 0.0% | N/A | 0.090% | |
7/23/2025 | Ignite Planners LLC | 79,488 | $3.00M | 0.4% | +1.2% | 0.853% | |
7/23/2025 | REAP Financial Group LLC | 13,153 | $495K | 0.1% | -3.9% | 0.141% | |
7/23/2025 | Avantra Family Wealth Inc. | 157,253 | $5.91M | 4.9% | +487.4% | 1.687% | |
7/22/2025 | Diligent Investors LLC | 32,657 | $1.23M | 0.3% | +16.0% | 0.350% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,983 | $75K | 0.0% | -78.2% | 0.021% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 4,613 | $173K | 0.1% | +27.0% | 0.049% | |
7/21/2025 | Triad Wealth Partners LLC | 25,887 | $973K | 0.2% | N/A | 0.278% | |
7/21/2025 | Catalina Capital Group LLC | 8,110 | $305K | 0.2% | -47.3% | 0.087% | |
7/18/2025 | Truist Financial Corp | 39,310 | $1.48M | 0.0% | -0.9% | 0.422% | |
7/17/2025 | Janney Montgomery Scott LLC | 57,886 | $2.18M | 0.0% | +451.3% | 0.622% | |
7/14/2025 | Gries Financial LLC | 14,582 | $548K | 0.1% | -27.3% | 0.157% | |
7/14/2025 | Park Avenue Securities LLC | 6,384 | $240K | 0.0% | N/A | 0.069% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 31,125 | $1.18M | 0.0% | +45.6% | 0.340% | |
7/9/2025 | Keystone Wealth Services LLC | 36,575 | $1.38M | 0.3% | -12.6% | 0.400% | |
7/7/2025 | Schulz Wealth LTD. | 59,989 | $2.26M | 1.7% | +173.3% | 0.657% | |
5/20/2025 | Focus Partners Wealth | 267,318 | $9.40M | 0.0% | -18.8% | 3.504% | |
5/16/2025 | NewEdge Advisors LLC | 26,404 | $929K | 0.0% | -8.3% | 0.346% | |
5/15/2025 | MAI Capital Management | 10,889 | $383K | 0.0% | -55.0% | 0.143% | |
5/15/2025 | OLD Mission Capital LLC | 85,455 | $3.01M | 0.0% | +814.5% | 1.120% | |
5/14/2025 | CreativeOne Wealth LLC | 11,666 | $410K | 0.0% | -22.7% | 0.153% | |
5/14/2025 | Kestra Advisory Services LLC | 148,511 | $5.22M | 0.0% | -6.3% | 1.946% | |
5/13/2025 | Raymond James Financial Inc. | 302,461 | $10.64M | 0.0% | -61.0% | 3.964% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 46,913 | $1.65M | 0.1% | -6.0% | 0.615% | |
5/9/2025 | Atria Wealth Solutions Inc. | 39,807 | $1.40M | 0.0% | +19.8% | 0.522% | |
5/7/2025 | Foundations Investment Advisors LLC | 76,956 | $2.71M | 0.1% | -2.7% | 1.009% | |
5/7/2025 | LPL Financial LLC | 123,469 | $4.34M | 0.0% | +124.0% | 1.618% | |
5/6/2025 | Cetera Investment Advisers | 259,023 | $9.11M | 0.0% | -7.4% | 3.395% | |
5/6/2025 | Avantax Advisory Services Inc. | 6,276 | $221K | 0.0% | -5.1% | 0.082% | |
5/6/2025 | Atria Investments Inc | 330,669 | $11.63M | 0.1% | -1.6% | 4.334% | |
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5/6/2025 | AE Wealth Management LLC | 16,188 | $569K | 0.0% | -35.3% | 0.212% | |
5/6/2025 | Ignite Planners LLC | 78,523 | $2.77M | 0.5% | N/A | 1.029% | |
5/5/2025 | Gries Financial LLC | 20,069 | $706K | 0.1% | -13.4% | 0.263% | |
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% | |
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% | |
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% | |
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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% | |