5/28/2025 | GK Wealth Management LLC | 5,844 | $689K | 0.8% | N/A | 0.234% | |
5/19/2025 | Jane Street Group LLC | 11,962 | $1.41M | 0.0% | +449.5% | 0.488% | |
5/16/2025 | NewEdge Advisors LLC | 59,205 | $6.98M | 0.0% | -18.6% | 2.417% | |
5/15/2025 | Royal Bank of Canada | 2,049 | $242K | 0.0% | -11.6% | 0.084% | |
5/15/2025 | MAI Capital Management | 403 | $48K | 0.0% | N/A | 0.016% | |
5/14/2025 | Flow Traders U.S. LLC | 4,359 | $514K | 0.0% | N/A | 0.178% | |
5/13/2025 | HighTower Advisors LLC | 5,512 | $650K | 0.0% | -55.6% | 0.225% | |
5/12/2025 | Townsquare Capital LLC | 4,965 | $585K | 0.0% | N/A | 0.203% | |
5/9/2025 | Atria Wealth Solutions Inc. | 2,926 | $345K | 0.0% | +50.1% | 0.119% | |
5/8/2025 | Private Advisory Group LLC | 18,519 | $2.18M | 0.2% | N/A | 0.756% | |
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5/7/2025 | LPL Financial LLC | 100,359 | $11.83M | 0.0% | -2.8% | 4.096% | |
5/7/2025 | Texas Yale Capital Corp. | 45,438 | $5.36M | 0.2% | +2.9% | 1.855% | |
5/6/2025 | Avantax Advisory Services Inc. | 1,816 | $214K | 0.0% | N/A | 0.074% | |
5/5/2025 | Private Advisor Group LLC | 14,176 | $1.67M | 0.0% | -14.2% | 0.579% | |
5/5/2025 | Nwam LLC | 2,849 | $336K | 0.0% | -5.5% | 0.116% | |
5/1/2025 | SkyOak Wealth LLC | 12,208 | $1.44M | 0.3% | -2.4% | 0.498% | |
4/22/2025 | Hudson Value Partners LLC | 10,439 | $1.23M | 0.5% | +12.6% | 0.413% | |
4/22/2025 | Cohalo Advisory LLC | 333 | $39K | 2.8% | N/A | 0.013% | |
4/17/2025 | Great Lakes Retirement Inc. | 32,267 | $3.80M | 0.5% | +5.5% | 1.275% | |
4/9/2025 | American National Bank & Trust | 4,581 | $540K | 0.1% | -5.6% | 0.181% | |
2/18/2025 | Hudson Value Partners LLC | 9,274 | $1.15M | 0.4% | -21.2% | 0.546% | |
2/17/2025 | Citadel Advisors LLC | 8,483 | $1.05M | 0.0% | -14.2% | 0.499% | |
2/17/2025 | Bank of America Corp DE | 130,780 | $16.23M | 0.0% | +0.4% | 7.693% | |
2/14/2025 | Jane Street Group LLC | 2,177 | $270K | 0.0% | -86.8% | 0.128% | |
2/13/2025 | NewEdge Advisors LLC | 72,739 | $9.03M | 0.1% | -21.0% | 4.279% | |
2/13/2025 | Raymond James Financial Inc. | 3,148 | $391K | 0.0% | N/A | 0.185% | |
2/13/2025 | Texas Yale Capital Corp. | 44,173 | $5.48M | 0.2% | -0.3% | 2.598% | |
2/13/2025 | Envestnet Asset Management Inc. | 2,542 | $315K | 0.0% | N/A | 0.150% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 555 | $69K | 0.0% | N/A | 0.033% | |
2/11/2025 | LPL Financial LLC | 103,215 | $12.81M | 0.0% | -3.7% | 6.071% | |
2/10/2025 | Flagship Wealth Advisors LLC | 500 | $62K | 0.0% | N/A | 0.029% | |
2/7/2025 | HighTower Advisors LLC | 12,402 | $1.54M | 0.0% | -1.5% | 0.730% | |
2/7/2025 | Independent Advisor Alliance | 16,149 | $2.00M | 0.0% | N/A | 0.950% | |
2/6/2025 | Raymond James Financial Inc. | 3,148 | $391K | 0.0% | N/A | 0.185% | |
2/3/2025 | Private Advisor Group LLC | 16,524 | $2.05M | 0.0% | -1.0% | 0.972% | |
2/3/2025 | Hudson Value Partners LLC | 9,274 | $1.15M | 0.4% | -21.2% | 0.546% | |
1/31/2025 | Atria Wealth Solutions Inc. | 1,949 | $242K | 0.0% | N/A | 0.115% | |
1/31/2025 | Truist Financial Corp | 2,692 | $334K | 0.0% | N/A | 0.158% | |
1/31/2025 | Sanctuary Advisors LLC | 6,750 | $882K | 0.0% | -4.6% | 0.397% | |
1/29/2025 | Avestar Capital LLC | 57,306 | $7.11M | 0.6% | +2.3% | 3.371% | |
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1/29/2025 | Great Lakes Retirement Inc. | 30,587 | $3.80M | 0.5% | +3.3% | 1.799% | |
1/17/2025 | Atomi Financial Group Inc. | 1,730 | $215K | 0.0% | N/A | 0.102% | |
11/25/2024 | Sanctuary Advisors LLC | 7,073 | $903K | 0.0% | -4.3% | 0.416% | |
11/15/2024 | Jane Street Group LLC | 16,496 | $1.97M | 0.0% | -22.5% | 0.970% | |
11/15/2024 | HighTower Advisors LLC | 12,587 | $1.50M | 0.0% | -1.4% | 0.740% | |
11/13/2024 | Avestar Capital LLC | 56,010 | $6.70M | 0.7% | -0.8% | 3.295% | |
11/12/2024 | Nwam LLC | 3,044 | $364K | 0.0% | N/A | 0.179% | |
11/1/2024 | Lionsbridge Wealth Management LLC | 14,648 | $1.75M | 1.4% | N/A | 0.862% | |
11/1/2024 | Hudson Value Partners LLC | 11,774 | $1.41M | 0.5% | +4.8% | 0.693% | |
10/23/2024 | Great Lakes Retirement Inc. | 29,612 | $3.54M | 0.5% | +4.2% | 1.742% | |
10/22/2024 | Private Advisor Group LLC | 16,688 | $2.00M | 0.0% | +7.4% | 0.982% | |
10/2/2024 | American National Bank & Trust | 7,678 | $918K | 0.1% | -4.3% | 0.452% | |
9/5/2024 | Sanctuary Advisors LLC | 7,394 | $786K | 0.0% | N/A | 0.435% | |
8/16/2024 | NewEdge Advisors LLC | 89,092 | $9.85M | 0.1% | +41.3% | 5.241% | |
8/12/2024 | SkyOak Wealth LLC | 13,008 | $1.44M | 0.3% | -11.0% | 0.765% | |
8/5/2024 | Private Advisor Group LLC | 15,545 | $1.72M | 0.0% | +14.9% | 0.914% | |
7/30/2024 | Hantz Financial Services Inc. | 335 | $37K | 0.0% | N/A | 0.020% | |
7/29/2024 | Hudson Value Partners LLC | 11,235 | $1.24M | 0.5% | +4.8% | 0.661% | |
7/23/2024 | American National Bank | 8,019 | $887K | 0.1% | -4.5% | 0.472% | |
7/9/2024 | Mather Group LLC. | 1,500 | $164K | 0.0% | N/A | 0.088% | |
5/9/2024 | Great Lakes Retirement Inc. | 27,142 | $2.97M | 0.4% | +4.2% | 1.597% | |
5/9/2024 | Hudson Value Partners LLC | 10,716 | $1.17M | 0.5% | +10.0% | 0.630% | |
4/30/2024 | Private Advisor Group LLC | 13,526 | $1.48M | 0.0% | +3.2% | 0.796% | |
4/24/2024 | Fulcrum Equity Management | 9,214 | $1.01M | 1.2% | N/A | 0.542% | |
4/10/2024 | American National Bank | 8,399 | $918K | 0.1% | +15.6% | 0.525% | |
2/12/2024 | Avestar Capital LLC | 44,519 | $4.30M | 0.5% | N/A | 2.782% | |
2/12/2024 | Hudson Value Partners LLC | 9,743 | $934K | 0.4% | +6.6% | 0.609% | |
2/8/2024 | American National Bank | 7,265 | $696K | 0.1% | -18.3% | 0.454% | |
2/5/2024 | Mach 1 Financial Group LLC | 2,213 | $212K | 0.1% | -24.0% | 0.138% | |
1/18/2024 | Great Lakes Retirement Inc. | 26,050 | $2.50M | 0.4% | +8.5% | 1.628% | |
11/9/2023 | UBS Group AG | 44,305 | $3.79M | 0.0% | -0.9% | 2.769% | |
11/8/2023 | HighTower Advisors LLC | 15,816 | $1.35M | 0.0% | -3.8% | 0.989% | |
11/8/2023 | Fort Point Capital Partners LLC | 6,748 | $577K | 0.1% | -2.2% | 0.422% | |
11/3/2023 | Private Advisor Group LLC | 13,077 | $1.12M | 0.0% | +4.5% | 0.817% | |
11/2/2023 | Hudson Value Partners LLC | 9,137 | $781K | 0.4% | N/A | 0.571% | |
11/1/2023 | Nwam LLC | 3,328 | $285K | 0.0% | +3.9% | 0.208% | |
10/25/2023 | Intellectus Partners LLC | 4,325 | $370K | 0.1% | -5.5% | 0.270% | |
10/24/2023 | SkyOak Wealth LLC | 14,608 | $1.25M | 0.4% | -3.1% | 0.913% | |
10/17/2023 | Mach 1 Financial Group LLC | 2,911 | $249K | 0.1% | -5.4% | 0.182% | |
10/10/2023 | American National Bank | 8,895 | $761K | 0.1% | -2.0% | 0.556% | |
8/14/2023 | Fort Point Capital Partners LLC | 6,898 | $589K | 0.1% | -2.4% | 0.431% | |
8/10/2023 | Nwam LLC | 3,204 | $273K | 0.0% | +18.0% | 0.200% | |
8/9/2023 | Precision Wealth Strategies LLC | 5,861 | $500K | 0.8% | -13.5% | 0.366% | |
8/9/2023 | Coastal Investment Advisors Inc. | 304 | $26K | 0.0% | N/A | 0.019% | |
8/3/2023 | Texas Yale Capital Corp. | 44,303 | $3.78M | 0.2% | -0.5% | 2.769% | |
8/3/2023 | Great Lakes Retirement Inc. | 22,650 | $1.93M | 0.3% | +3.5% | 1.416% | |
8/1/2023 | Cross Staff Investments Inc | 7,298 | $623K | 0.6% | +7.3% | 0.456% | |
7/31/2023 | LPL Financial LLC | 22,862 | $1.95M | 0.0% | -10.7% | 1.429% | |
7/31/2023 | Intellectus Partners LLC | 4,575 | $391K | 0.1% | -10.4% | 0.286% | |
7/28/2023 | Mach 1 Financial Group LLC | 3,077 | $263K | 0.1% | N/A | 0.192% | |
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7/20/2023 | SkyOak Wealth LLC | 15,074 | $1.29M | 0.4% | -7.2% | 0.942% | |
7/12/2023 | American National Bank | 9,078 | $775K | 0.1% | -4.6% | 0.567% | |
5/10/2023 | Private Advisor Group LLC | 12,568 | $967K | 0.0% | N/A | 0.739% | |
5/9/2023 | Great Lakes Retirement Inc. | 21,880 | $1.68M | 0.3% | +4.8% | 1.287% | |
5/4/2023 | Precision Wealth Strategies LLC | 6,777 | $522K | 0.8% | -10.0% | 0.399% | |
5/4/2023 | Intellectus Partners LLC | 5,107 | $393K | 0.1% | -3.9% | 0.300% | |
5/2/2023 | SkyOak Wealth LLC | 16,249 | $1.25M | 0.4% | -6.9% | 0.956% | |
4/24/2023 | Ahrens Investment Partners LLC | 32,878 | $2.53M | 1.3% | -4.3% | 1.934% | |
3/7/2023 | Great Lakes Retirement Inc. | 20,874 | $1.45M | 0.4% | N/A | 1.228% | |
2/13/2023 | Texas Yale Capital Corp. | 44,743 | $3.11M | 0.2% | +14.3% | 2.632% | |