7/10/2025 | NorthCrest Asset Manangement LLC | 9,691 | $381K | 0.0% | -9.5% | 0.119% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,796 | $306K | 0.0% | N/A | 0.096% | |
7/10/2025 | Signal Advisors Wealth LLC | 127,617 | $5.00M | 0.4% | N/A | 1.566% | |
7/9/2025 | Keystone Wealth Services LLC | 28,919 | $1.13M | 0.3% | +195.6% | 0.355% | |
7/7/2025 | Schulz Wealth LTD. | 45,578 | $1.79M | 1.3% | +23.6% | 0.559% | |
5/15/2025 | MAI Capital Management | 8,300 | $301K | 0.0% | -66.8% | 0.136% | |
5/15/2025 | OLD Mission Capital LLC | 15,611 | $566K | 0.0% | +13.0% | 0.256% | |
5/14/2025 | Kestra Advisory Services LLC | 119,335 | $4.33M | 0.0% | -7.1% | 1.956% | |
5/14/2025 | Capital Analysts LLC | 15,236 | $552K | 0.0% | +29.3% | 0.250% | |
5/13/2025 | Raymond James Financial Inc. | 321,150 | $11.64M | 0.0% | -47.4% | 5.265% | |
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5/9/2025 | Bouchey Financial Group Ltd | 8,819 | $320K | 0.0% | -3.9% | 0.145% | |
5/9/2025 | Atria Wealth Solutions Inc. | 8,728 | $316K | 0.0% | -39.1% | 0.143% | |
5/8/2025 | Harbour Investments Inc. | 5,353 | $194K | 0.0% | -8.8% | 0.088% | |
5/7/2025 | LPL Financial LLC | 142,265 | $5.16M | 0.0% | +62.9% | 2.332% | |
5/6/2025 | Cetera Investment Advisers | 200,877 | $7.28M | 0.0% | +1.6% | 3.293% | |
5/6/2025 | Lifeworks Advisors LLC | 6,525 | $237K | 0.0% | N/A | 0.107% | |
5/6/2025 | Kovack Advisors Inc. | 38,000 | $1.38M | 0.1% | +5.6% | 0.623% | |
5/6/2025 | Ignite Planners LLC | 15,190 | $548K | 0.1% | N/A | 0.249% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 12,174 | $441K | 0.1% | -9.2% | 0.200% | |
4/29/2025 | Wood Tarver Financial Group LLC | 22,902 | $830K | 0.3% | -3.5% | 0.375% | |
4/29/2025 | Envestnet Asset Management Inc. | 57,601 | $2.09M | 0.0% | -15.7% | 0.944% | |
4/29/2025 | Schulz Wealth LTD. | 36,873 | $1.34M | 1.0% | -10.0% | 0.604% | |
4/28/2025 | Mutual Advisors LLC | 8,962 | $320K | 0.0% | -14.2% | 0.147% | |
4/24/2025 | Holistic Planning LLC | 7,773 | $282K | 0.1% | -3.6% | 0.138% | |
4/23/2025 | AIFG Consultants Ltd. | 18,483 | $670K | 1.1% | -10.9% | 0.328% | |
4/21/2025 | Clear Point Advisors Inc. | 6,522 | $236K | 0.2% | -31.0% | 0.116% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 6,555 | $238K | 0.0% | -43.7% | 0.116% | |
4/17/2025 | Janney Montgomery Scott LLC | 173,187 | $6.28M | 0.0% | -1.8% | 3.076% | |
4/17/2025 | Keystone Wealth Services LLC | 9,784 | $355K | 0.1% | -13.1% | 0.174% | |
4/14/2025 | Farther Finance Advisors LLC | 745 | $27K | 0.0% | N/A | 0.013% | |
4/9/2025 | Milestone Asset Management LLC | 143,543 | $5.20M | 1.1% | +2.3% | 2.550% | |
3/6/2025 | Wood Tarver Financial Group LLC | 23,743 | $875K | 0.3% | N/A | 0.409% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 12,815 | $473K | 0.0% | -42.6% | 0.484% | |
2/25/2025 | Armis Advisers LLC | 7,378 | $272K | 0.0% | N/A | 0.278% | |
2/17/2025 | EPG Wealth Management LLC | 7,000 | $258K | 0.1% | -12.5% | 0.264% | |
2/17/2025 | CoreCap Advisors LLC | 6,905 | $255K | 0.0% | +19.8% | 0.261% | |
2/17/2025 | Cetera Investment Advisers | 197,762 | $7.30M | 0.0% | -13.5% | 7.463% | |
2/17/2025 | Citadel Advisors LLC | 9,919 | $366K | 0.0% | -43.5% | 0.374% | |
2/17/2025 | Ameriprise Financial Inc. | 20,287 | $748K | 0.0% | N/A | 0.766% | |
2/14/2025 | Jane Street Group LLC | 7,166 | $264K | 0.0% | -87.9% | 0.270% | |
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2/14/2025 | Prosperity Consulting Group LLC | 6,100 | $225K | 0.0% | N/A | 0.230% | |
2/13/2025 | Insigneo Advisory Services LLC | 24,975 | $921K | 0.1% | -3.1% | 0.942% | |
2/13/2025 | Barclays PLC | 3,703 | $137K | 0.0% | +207.3% | 0.140% | |
2/13/2025 | Sagespring Wealth Partners LLC | 19,822 | $731K | 0.0% | N/A | 0.748% | |
2/13/2025 | Raymond James Financial Inc. | 610,578 | $22.52M | 0.0% | N/A | 23.041% | |
2/13/2025 | Advisory Services Network LLC | 116,824 | $4.31M | 0.1% | N/A | 4.408% | |
2/13/2025 | Envestnet Asset Management Inc. | 68,341 | $2.52M | 0.0% | -2.1% | 2.579% | |
2/12/2025 | OLD Mission Capital LLC | 13,821 | $510K | 0.0% | -28.6% | 0.522% | |
2/12/2025 | Bullseye Investment Management LLC | 25,682 | $948K | 0.6% | N/A | 0.969% | |
2/11/2025 | LPL Financial LLC | 87,359 | $3.22M | 0.0% | +299.2% | 3.297% | |
2/10/2025 | Harbour Investments Inc. | 5,868 | $216K | 0.0% | -39.2% | 0.221% | |
2/10/2025 | Commonwealth Equity Services LLC | 280,469 | $10.35M | 0.0% | -5.7% | 10.584% | |
2/6/2025 | Raymond James Financial Inc. | 610,578 | $22.52M | 0.0% | N/A | 23.041% | |
2/5/2025 | Schulz Wealth LTD. | 40,953 | $1.51M | 1.2% | -1.2% | 1.545% | |
2/5/2025 | Bouchey Financial Group Ltd | 9,181 | $339K | 0.0% | -10.0% | 0.346% | |
2/5/2025 | Kovack Advisors Inc. | 36,000 | $1.33M | 0.1% | +5.9% | 1.358% | |
2/3/2025 | Sigma Planning Corp | 16,940 | $625K | 0.0% | +6.9% | 0.639% | |
1/31/2025 | Global Retirement Partners LLC | 11,140 | $411K | 0.0% | N/A | 0.420% | |
1/31/2025 | Sanctuary Advisors LLC | 5,614 | $209K | 0.0% | N/A | 0.212% | |
1/31/2025 | Americana Partners LLC | 166,873 | $6.16M | 0.3% | +8.8% | 6.297% | |
1/29/2025 | Avidian Wealth Enterprises LLC | 31,573 | $1.17M | 0.1% | +4.7% | 1.191% | |
1/29/2025 | AIFG Consultants Ltd. | 20,748 | $765K | 1.2% | -64.0% | 0.783% | |
1/29/2025 | Stonebridge Financial Group LLC | 17,373 | $641K | 0.1% | N/A | 0.656% | |
1/23/2025 | Capital Investment Advisory Services LLC | 4,520 | $167K | 0.0% | -93.1% | 0.171% | |
1/23/2025 | Milestone Asset Management LLC | 140,320 | $5.18M | 1.1% | -54.4% | 5.295% | |
1/23/2025 | Nvest Financial LLC | 8,572 | $316K | 0.2% | N/A | 0.323% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 11,637 | $429K | 0.0% | N/A | 0.439% | |
1/21/2025 | Geneos Wealth Management Inc. | 13,250 | $489K | 0.0% | N/A | 0.500% | |
1/17/2025 | Mutual Advisors LLC | 10,450 | $389K | 0.0% | -13.7% | 0.394% | |
1/17/2025 | Janney Montgomery Scott LLC | 176,387 | $6.51M | 0.0% | -0.3% | 6.656% | |
1/15/2025 | Arkadios Wealth Advisors | 13,800 | $509K | 0.0% | N/A | 0.521% | |
1/10/2025 | HBW Advisory Services LLC | 16,479 | $608K | 0.1% | -60.2% | 0.622% | |
1/10/2025 | ORG Partners LLC | 2,000 | $74K | 0.0% | -33.3% | 0.075% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 22,315 | $806K | 0.0% | -3.0% | 0.842% | |
11/19/2024 | Barclays PLC | 1,205 | $44K | 0.0% | N/A | 0.045% | |
11/18/2024 | Sunbelt Securities Inc. | 7,168 | $260K | 0.0% | +16.7% | 0.270% | |
11/15/2024 | Barclays PLC | 1,205 | $44K | 0.0% | N/A | 0.045% | |
11/15/2024 | MML Investors Services LLC | 16,834 | $610K | 0.0% | N/A | 0.635% | |
11/15/2024 | Insigneo Advisory Services LLC | 25,775 | $934K | 0.1% | +29.2% | 0.973% | |
11/15/2024 | Jane Street Group LLC | 59,143 | $2.14M | 0.0% | +349.4% | 2.232% | |
11/14/2024 | Captrust Financial Advisors | 7,200 | $261K | 0.0% | N/A | 0.272% | |
11/13/2024 | Townsquare Capital LLC | 16,441 | $596K | 0.0% | +5.6% | 0.620% | |
11/7/2024 | MAI Capital Management | 90,752 | $3.29M | 0.0% | -25.7% | 3.425% | |
11/5/2024 | Savvy Advisors Inc. | 22,240 | $806K | 0.2% | N/A | 0.839% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 5,526 | $200K | 0.0% | -11.7% | 0.209% | |
11/4/2024 | Sigma Planning Corp | 15,842 | $574K | 0.0% | -5.9% | 0.598% | |
11/1/2024 | Holistic Planning LLC | 8,063 | $292K | 0.1% | N/A | 0.304% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 30,146 | $1.09M | 0.0% | +24.8% | 1.138% | |
10/29/2024 | Janney Montgomery Scott LLC | 176,928 | $6.41M | 0.0% | +1,458.8% | 6.677% | |
10/29/2024 | Clear Creek Financial Management LLC | 5,642 | $204K | 0.0% | N/A | 0.213% | |
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10/28/2024 | Americana Partners LLC | 153,380 | $5.56M | 0.4% | -5.0% | 5.788% | |
10/21/2024 | Integrity Financial Corp WA | 6,814 | $247K | 0.1% | +42.1% | 0.257% | |
10/21/2024 | AIFG Consultants Ltd. | 57,554 | $2.09M | 1.6% | -23.8% | 2.172% | |
10/18/2024 | Raymond James & Associates | 285,822 | $10.36M | 0.0% | +81.0% | 10.786% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 7,708 | $279K | 0.0% | -90.2% | 0.291% | |
9/23/2024 | Centaurus Financial Inc. | 9,086 | $318K | 0.0% | N/A | 0.343% | |
8/22/2024 | Cetera Investment Advisers | 190,846 | $6.68M | 0.0% | +123.5% | 7.202% | |
8/21/2024 | Truist Financial Corp | 29,674 | $1.04M | 0.0% | +76.0% | 1.120% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 23,015 | $805K | 0.0% | -34.0% | 0.868% | |
8/16/2024 | Sunbelt Securities Inc. | 6,142 | $215K | 0.0% | +19.7% | 0.232% | |