5/2/2025 | Independent Wealth Network Inc. | 33,917 | $1.71M | 0.7% | +2.9% | 0.848% | |
5/2/2025 | Kingsview Wealth Management LLC | 22,106 | $1.12M | 0.0% | +220.1% | 0.553% | |
4/30/2025 | Allworth Financial LP | 729 | $36K | 0.0% | -81.0% | 0.018% | |
4/30/2025 | Peterson Wealth Advisors LLC | 4,069 | $202K | 0.0% | N/A | 0.102% | |
4/29/2025 | Envestnet Asset Management Inc. | 29,670 | $1.50M | 0.0% | +38.1% | 0.742% | |
4/28/2025 | Strategic Financial Concepts LLC | 4,433 | $224K | 0.0% | N/A | 0.111% | |
4/23/2025 | Sequoia Financial Advisors LLC | 14,052 | $710K | 0.0% | -8.7% | 0.351% | |
4/23/2025 | Investment Planning Advisors Inc. | 31,582 | $1.60M | 0.6% | +15.6% | 0.790% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 5,356 | $270K | 0.1% | N/A | 0.134% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 6,162 | $311K | 0.0% | -18.8% | 0.154% | |
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4/22/2025 | Kennedy Investment Group | 8,248 | $416K | 0.2% | -20.8% | 0.206% | |
4/17/2025 | Prentice Wealth Management LLC | 112,609 | $5.69M | 1.6% | +9.3% | 2.815% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 8,699 | $439K | 0.0% | N/A | 0.217% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 502 | $25K | 0.0% | N/A | 0.013% | |
4/14/2025 | Farther Finance Advisors LLC | 7,000 | $354K | 0.0% | N/A | 0.175% | |
4/11/2025 | GGM Financials LLC | 6,901 | $348K | 0.2% | N/A | 0.170% | |
4/11/2025 | StoneCrest Wealth Management Inc. | 14,524 | $733K | 0.5% | +5.7% | 0.359% | |
4/7/2025 | GAMMA Investing LLC | 126,894 | $6.41M | 0.0% | +5,211.6% | 3.133% | |
4/7/2025 | AdvisorNet Financial Inc | 41,556 | $2.10M | 0.2% | +1.7% | 1.026% | |
2/27/2025 | Skyline Advisors Inc. | 4,406 | $221K | 0.1% | N/A | 0.114% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 4,100 | $206K | 0.0% | N/A | 0.106% | |
2/24/2025 | Ameriflex Group Inc. | 1,586 | $81K | 0.0% | N/A | 0.041% | |
2/17/2025 | Cetera Investment Advisers | 187,365 | $9.41M | 0.0% | +126.5% | 5.353% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 4,733 | $238K | 0.0% | -16.8% | 0.135% | |
2/14/2025 | Jane Street Group LLC | 40,053 | $2.01M | 0.0% | +213.5% | 1.144% | |
2/13/2025 | NewEdge Advisors LLC | 4,943 | $248K | 0.0% | +4.6% | 0.141% | |
2/13/2025 | Seeds Investor LLC | 69,250 | $3.48M | 1.0% | N/A | 1.979% | |
2/13/2025 | Raymond James Financial Inc. | 27,353 | $1.37M | 0.0% | N/A | 0.782% | |
2/13/2025 | Envestnet Asset Management Inc. | 21,484 | $1.08M | 0.0% | +15.2% | 0.614% | |
2/12/2025 | JPMorgan Chase & Co. | 135,056 | $6.78M | 0.0% | -2.1% | 3.859% | |
2/11/2025 | LPL Financial LLC | 105,371 | $5.29M | 0.0% | +97.4% | 3.011% | |
2/10/2025 | Corient Private Wealth LLC | 7,905 | $397K | 0.0% | N/A | 0.226% | |
2/10/2025 | Commonwealth Equity Services LLC | 32,538 | $1.63M | 0.0% | +59.0% | 0.930% | |
2/7/2025 | Sequoia Financial Advisors LLC | 15,383 | $773K | 0.0% | -35.2% | 0.440% | |
2/6/2025 | Raymond James Financial Inc. | 27,353 | $1.37M | 0.0% | N/A | 0.782% | |
2/6/2025 | Jones Financial Companies Lllp | 6,034 | $303K | 0.0% | +138.0% | 0.172% | |
2/3/2025 | Prentice Wealth Management LLC | 102,986 | $5.17M | 1.5% | +11.6% | 2.942% | |
1/31/2025 | Venturi Wealth Management LLC | 1,416 | $71K | 0.0% | -42.6% | 0.040% | |
1/30/2025 | Allworth Financial LP | 3,834 | $194K | 0.0% | -77.9% | 0.110% | |
1/22/2025 | Kennedy Investment Group | 10,415 | $523K | 0.2% | -25.4% | 0.298% | |
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1/22/2025 | Investment Planning Advisors Inc. | 27,316 | $1.37M | 0.6% | +27.7% | 0.780% | |
1/17/2025 | Independent Wealth Network Inc. | 32,946 | $1.66M | 0.7% | N/A | 0.941% | |
1/15/2025 | StoneCrest Wealth Management Inc. | 13,747 | $690K | 0.5% | +16.6% | 0.393% | |
1/14/2025 | SignalPoint Asset Management LLC | 7,000 | $352K | 0.1% | N/A | 0.200% | |
1/13/2025 | AdvisorNet Financial Inc | 40,865 | $2.05M | 0.2% | +249.0% | 1.168% | |
1/3/2025 | GAMMA Investing LLC | 2,389 | $120K | 0.0% | +165.4% | 0.068% | |
12/26/2024 | JPMorgan Chase & Co. | 138,004 | $7.04M | 0.0% | -4.2% | 3.943% | |
11/15/2024 | Valued Retirements Inc. | 11,736 | $599K | 0.8% | N/A | 0.335% | |
11/15/2024 | Jane Street Group LLC | 12,777 | $652K | 0.0% | -82.5% | 0.365% | |
11/14/2024 | Flow Traders U.S. LLC | 6,967 | $355K | 0.0% | -28.9% | 0.199% | |
10/31/2024 | GGM Financials LLC | 4,558 | $233K | 0.2% | N/A | 0.130% | |
10/28/2024 | Rosenberg Matthew Hamilton | 3,131 | $160K | 0.0% | +95.0% | 0.089% | |
10/22/2024 | Sequoia Financial Advisors LLC | 23,737 | $1.21M | 0.0% | -19.9% | 0.678% | |
10/21/2024 | Kennedy Investment Group | 13,967 | $713K | 0.3% | -23.8% | 0.399% | |
10/8/2024 | StoneCrest Wealth Management Inc. | 11,787 | $601K | 0.4% | N/A | 0.337% | |
10/7/2024 | Prentice Wealth Management LLC | 92,257 | $4.71M | 1.4% | +28.8% | 2.636% | |
10/7/2024 | GAMMA Investing LLC | 900 | $46K | 0.0% | N/A | 0.026% | |
8/22/2024 | Cetera Investment Advisers | 31,530 | $1.57M | 0.0% | +162.7% | 0.901% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 7,457 | $371K | 0.0% | -8.6% | 0.213% | |
8/16/2024 | Susquehanna International Group LLP | 104,646 | $5.21M | 0.0% | +15.6% | 2.990% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 5,622 | $280K | 0.0% | -4.1% | 0.161% | |
8/6/2024 | Cullen Frost Bankers Inc. | 575 | $29K | 0.0% | N/A | 0.016% | |
7/31/2024 | Confluence Wealth Services Inc. | 6,780 | $338K | 0.0% | N/A | 0.194% | |
7/31/2024 | Commonwealth Equity Services LLC | 23,479 | $1.17M | 0.0% | -6.9% | 0.671% | |
7/27/2024 | Rosenberg Matthew Hamilton | 1,606 | $80K | 0.0% | -48.7% | 0.046% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 8,961 | $446K | 0.1% | +5.4% | 0.256% | |
7/22/2024 | Investment Planning Advisors Inc. | 21,384 | $1.07M | 0.5% | N/A | 0.611% | |
7/16/2024 | Sequoia Financial Advisors LLC | 29,623 | $1.48M | 0.0% | -6.2% | 0.846% | |
7/11/2024 | Prentice Wealth Management LLC | 71,630 | $3.57M | 1.2% | +52.1% | 2.047% | |
4/30/2024 | Commonwealth Equity Services LLC | 25,217 | $1.26M | 0.0% | -31.5% | 0.720% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 33,837 | $1.69M | 0.0% | N/A | 0.967% | |
4/15/2024 | Prentice Wealth Management LLC | 47,108 | $2.35M | 0.8% | +211.3% | 1.346% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 931 | $46K | 0.0% | N/A | 0.000% | |
3/15/2024 | Skyline Advisors Inc. | 4,378 | $217K | 0.1% | N/A | 0.000% | |
2/6/2024 | Beacon Harbor Wealth Advisors Inc. | 38,947 | $1.93M | 0.6% | N/A | 0.000% | |
2/5/2024 | Cora Capital Advisors LLC | 7,787 | $386K | 0.2% | N/A | 0.000% | |
2/2/2024 | Truist Financial Corp | 5,665 | $281K | 0.0% | -68.1% | 0.000% | |
2/1/2024 | Signaturefd LLC | 2,000 | $99K | 0.0% | N/A | 0.000% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 634 | $31K | 0.0% | N/A | 0.000% | |
1/24/2024 | Allworth Financial LP | 18,503 | $918K | 0.0% | -1.1% | 0.000% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 6,799 | $337K | 0.1% | N/A | 0.000% | |
1/23/2024 | Venturi Wealth Management LLC | 2,465 | $122K | 0.0% | -81.1% | 0.000% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 513 | $25K | 0.0% | N/A | 0.000% | |
1/22/2024 | Wright Fund Management LLC | 11,800 | $585K | 0.0% | N/A | 0.000% | |
1/16/2024 | Rosenberg Matthew Hamilton | 3,531 | $175K | 0.1% | N/A | 0.000% | |
1/11/2024 | Prentice Wealth Management LLC | 15,133 | $751K | 0.3% | N/A | 0.000% | |
11/8/2023 | Sequoia Financial Advisors LLC | 31,613 | $1.50M | 0.0% | N/A | 0.000% | |
11/8/2023 | Avantax Advisory Services Inc. | 7,449 | $353K | 0.0% | N/A | 0.000% | |
11/7/2023 | Waddell & Associates LLC | 4,465 | $212K | 0.0% | N/A | 0.000% | |
11/2/2023 | Venturi Wealth Management LLC | 13,033 | $618K | 0.0% | N/A | 0.000% | |
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10/31/2023 | Allworth Financial LP | 18,708 | $887K | 0.0% | N/A | 0.000% | |
10/25/2023 | Kennedy Investment Group | 18,507 | $877K | 0.5% | N/A | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 9,036 | $428K | 0.0% | N/A | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 45,272 | $2.15M | 0.0% | N/A | 0.000% | |
10/19/2023 | Roof Eidam Maycock Peralta LLC | 10,816 | $513K | 0.2% | N/A | 0.000% | |