8/4/2025 | Assetmark Inc. | 93,082 | $1.90M | 0.0% | +15.9% | 5.641% | |
8/1/2025 | Envestnet Asset Management Inc. | 46,995 | $961K | 0.0% | -9.8% | 2.848% | |
7/30/2025 | TFB Advisors LLC | 10,114 | $207K | 0.1% | N/A | 0.613% | |
7/29/2025 | Stratos Wealth Advisors LLC | 49,617 | $1.01M | 0.1% | -1.6% | 3.007% | |
7/28/2025 | RFG Advisory LLC | 16,014 | $327K | 0.0% | N/A | 0.971% | |
7/22/2025 | Simplicity Wealth LLC | 45,920 | $939K | 0.0% | +109.7% | 2.783% | |
7/16/2025 | Owen LaRue LLC | 232,426 | $4.75M | 2.0% | -2.7% | 14.086% | |
5/16/2025 | Coppell Advisory Solutions LLC | 81,002 | $1.63M | 0.1% | +1,148.5% | 4.765% | |
5/14/2025 | CreativeOne Wealth LLC | 45,375 | $906K | 0.0% | +28.2% | 2.669% | |
5/8/2025 | BCGM Wealth Management LLC | 61,961 | $1.24M | 0.4% | +4.1% | 3.645% | |
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5/8/2025 | Harbour Investments Inc. | 3,196 | $64K | 0.0% | -66.8% | 0.188% | |
5/7/2025 | LPL Financial LLC | 224,359 | $4.48M | 0.0% | +886.3% | 13.198% | |
5/6/2025 | Assetmark Inc. | 80,341 | $1.60M | 0.0% | +75.7% | 4.726% | |
5/6/2025 | Cetera Investment Advisers | 19,094 | $381K | 0.0% | +29.5% | 1.123% | |
5/6/2025 | Holistic Financial Partners | 36,870 | $736K | 0.4% | -22.1% | 2.169% | |
5/6/2025 | Wedbush Securities Inc. | 17,265 | $345K | 0.0% | -2.9% | 1.016% | |
5/5/2025 | FAS Wealth Partners Inc. | 46,424 | $927K | 0.1% | +4.8% | 2.731% | |
5/2/2025 | Frederick Financial Consultants LLC | 71,475 | $1.43M | 1.0% | N/A | 4.204% | |
4/30/2025 | Stratos Wealth Advisors LLC | 50,448 | $1.01M | 0.1% | -1.7% | 2.968% | |
4/29/2025 | Envestnet Asset Management Inc. | 52,095 | $1.04M | 0.0% | +37.2% | 3.064% | |
4/29/2025 | World Investment Advisors | 13,632 | $272K | 0.0% | N/A | 0.802% | |
4/15/2025 | Simplicity Wealth LLC | 21,894 | $437K | 0.0% | N/A | 1.288% | |
2/17/2025 | Vivaldi Capital Management LP | 18,444 | $368K | 0.1% | -4.1% | 0.785% | |
2/17/2025 | Cetera Investment Advisers | 14,744 | $293K | 0.0% | -42.4% | 0.627% | |
2/17/2025 | Citadel Advisors LLC | 10,094 | $201K | 0.0% | N/A | 0.430% | |
2/14/2025 | FAS Wealth Partners Inc. | 44,313 | $881K | 0.1% | +6.0% | 1.886% | |
2/14/2025 | Owen LaRue LLC | 245,869 | $4.89M | 2.6% | -1.5% | 10.463% | |
2/14/2025 | Coppell Advisory Solutions LLC | 6,488 | $129K | 0.0% | +309.9% | 0.276% | |
2/14/2025 | First Trust Advisors LP | 34,644 | $689K | 0.0% | +30.7% | 1.474% | |
2/13/2025 | CreativeOne Wealth LLC | 35,392 | $704K | 0.0% | +17.9% | 1.506% | |
2/13/2025 | Envestnet Asset Management Inc. | 37,965 | $755K | 0.0% | +11.9% | 1.616% | |
2/13/2025 | Wedbush Securities Inc. | 17,775 | $353K | 0.0% | -5.9% | 0.756% | |
2/11/2025 | LPL Financial LLC | 22,748 | $452K | 0.0% | +16.9% | 0.968% | |
2/10/2025 | Harbour Investments Inc. | 9,632 | $191K | 0.0% | -38.1% | 0.410% | |
2/6/2025 | Assetmark Inc. | 45,723 | $909K | 0.0% | +18.4% | 1.946% | |
2/4/2025 | Holistic Financial Partners | 47,315 | $941K | 0.5% | -11.1% | 2.013% | |
2/4/2025 | BCGM Wealth Management LLC | 59,543 | $1.18M | 0.4% | +3.1% | 2.534% | |
1/29/2025 | Authentikos Wealth Advisory LLC | 29,681 | $590K | 0.6% | -4.5% | 1.263% | |
1/21/2025 | Midwest Financial Group LLC | 66,606 | $1.32M | 0.8% | +1.4% | 2.834% | |
1/17/2025 | Clear Harbor Asset Management LLC | 40,994 | $815K | 0.1% | +7.9% | 1.744% | |
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12/16/2024 | SMART Wealth LLC | 15,513 | $307K | 0.1% | -23.1% | 0.660% | |
11/25/2024 | World Investment Advisors LLC | 75,479 | $1.49M | 0.0% | N/A | 3.212% | |
11/15/2024 | Jane Street Group LLC | 42,105 | $833K | 0.0% | +112.7% | 1.792% | |
11/15/2024 | Wolverine Trading LLC | 36,667 | $727K | 0.0% | -20.0% | 1.560% | |
11/14/2024 | CreativeOne Wealth LLC | 30,010 | $594K | 0.0% | N/A | 1.277% | |
11/7/2024 | Holistic Financial Partners | 53,234 | $1.05M | 0.5% | +2.0% | 2.265% | |
11/6/2024 | BCGM Wealth Management LLC | 57,741 | $1.14M | 0.4% | +3.7% | 2.457% | |
11/5/2024 | Harbour Investments Inc. | 15,563 | $308K | 0.0% | -30.6% | 0.662% | |
11/1/2024 | Assetmark Inc. | 38,633 | $765K | 0.0% | +103.3% | 1.644% | |
10/18/2024 | Stratos Wealth Advisors LLC | 51,177 | $1.01M | 0.0% | -3.8% | 2.178% | |
8/13/2024 | AE Wealth Management LLC | 15,093 | $296K | 0.0% | +47.2% | 0.642% | |
8/7/2024 | Wedbush Securities Inc. | 18,760 | $368K | 0.0% | +15.2% | 0.798% | |
7/31/2024 | Commonwealth Equity Services LLC | 34,915 | $684K | 0.0% | -29.8% | 1.486% | |
7/31/2024 | BCGM Wealth Management LLC | 55,667 | $1.09M | 0.4% | +4.7% | 2.369% | |
7/31/2024 | Holistic Financial Partners | 52,177 | $1.02M | 0.5% | -7.4% | 2.220% | |
7/29/2024 | FAS Wealth Partners Inc. | 40,003 | $784K | 0.1% | +4.2% | 1.702% | |
7/26/2024 | Harbour Investments Inc. | 22,416 | $439K | 0.0% | -3.1% | 0.954% | |
7/18/2024 | WealthCare Investment Partners LLC | 12,125 | $238K | 0.1% | -18.5% | 0.516% | |
7/17/2024 | Clear Harbor Asset Management LLC | 37,994 | $744K | 0.1% | +5.3% | 1.617% | |
7/17/2024 | Midwest Financial Group LLC | 64,853 | $1.27M | 0.8% | +3.1% | 2.760% | |
7/11/2024 | Clarus Wealth Advisors | 12,221 | $241K | 0.1% | +12.5% | 0.520% | |
7/10/2024 | Simplicity Wealth LLC | 11,405 | $223K | 0.0% | -58.5% | 0.485% | |
5/21/2024 | Atria Investments Inc | 59,249 | $1.17M | 0.0% | -64.9% | 2.521% | |
5/14/2024 | CreativeOne Wealth LLC | 29,327 | $581K | 0.0% | N/A | 1.248% | |
5/14/2024 | Owen LaRue LLC | 262,676 | $5.20M | 3.3% | +25.3% | 11.421% | |
5/8/2024 | Avantax Advisory Services Inc. | 10,998 | $218K | 0.0% | -10.1% | 0.478% | |
5/2/2024 | Moloney Securities Asset Management LLC | 14,950 | $296K | 0.0% | -3.5% | 0.650% | |
4/30/2024 | Private Advisor Group LLC | 225,248 | $4.46M | 0.0% | +1.5% | 9.793% | |
4/29/2024 | Benjamin Edwards Inc. | 5,625 | $111K | 0.0% | -71.0% | 0.245% | |
4/24/2024 | Simplicity Wealth LLC | 27,502 | $545K | 0.0% | N/A | 1.196% | |
4/18/2024 | AlphaMark Advisors LLC | 5,950 | $118K | 0.0% | -41.8% | 0.259% | |
4/16/2024 | OneAscent Financial Services LLC | 45,287 | $897K | 0.1% | -62.4% | 1.969% | |
4/16/2024 | OneAscent Wealth Management LLC | 11,716 | $232K | 0.1% | -70.4% | 0.509% | |
4/15/2024 | WealthCare Investment Partners LLC | 14,870 | $294K | 0.1% | -31.9% | 0.647% | |
4/11/2024 | Clarus Wealth Advisors | 10,865 | $215K | 0.1% | N/A | 0.472% | |
4/11/2024 | Midwest Financial Group LLC | 62,881 | $1.25M | 0.8% | +1.1% | 2.734% | |
4/5/2024 | NBC Securities Inc. | 6,828 | $135K | 0.0% | +138.9% | 0.192% | |
2/14/2024 | Vivaldi Capital Management LP | 32,790 | $649K | 0.2% | -44.8% | 0.924% | |
2/12/2024 | Holistic Financial Partners | 55,747 | $1.12M | 0.7% | +1.0% | 1.570% | |
2/12/2024 | Quaker Wealth Management LLC | 30,811 | $621K | 0.3% | +2.2% | 0.868% | |
2/9/2024 | Advisory Services Network LLC | 9,500 | $192K | 0.0% | N/A | 0.268% | |
2/9/2024 | Assetmark Inc. | 20,873 | $421K | 0.0% | +68.0% | 0.588% | |
2/8/2024 | Atlas Wealth LLC | 44,521 | $897K | 0.5% | -21.5% | 1.254% | |
2/7/2024 | Avantax Advisory Services Inc. | 12,236 | $247K | 0.0% | N/A | 0.345% | |
2/7/2024 | NBC Securities Inc. | 2,858 | $57K | 0.0% | -30.9% | 0.081% | |
2/7/2024 | Principal Securities Inc. | 9,022 | $182K | 0.0% | N/A | 0.254% | |
2/6/2024 | Private Advisor Group LLC | 222,010 | $4.48M | 0.0% | N/A | 6.254% | |
2/5/2024 | Owen LaRue LLC | 209,702 | $4.23M | 4.0% | +0.8% | 5.907% | |
1/29/2024 | Braun Bostich & Associates Inc. | 23,482 | $473K | 0.4% | N/A | 0.661% | |
1/24/2024 | Stratos Wealth Advisors LLC | 39,072 | $788K | 0.0% | +181.7% | 1.101% | |
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1/23/2024 | Beacon Financial Advisory LLC | 49,302 | $994K | 0.5% | +243.4% | 1.389% | |
1/19/2024 | AlphaMark Advisors LLC | 10,225 | $206K | 0.1% | +155.6% | 0.288% | |
1/18/2024 | Clear Harbor Asset Management LLC | 34,549 | $697K | 0.1% | +3.1% | 0.973% | |
1/18/2024 | WealthCare Investment Partners LLC | 21,846 | $440K | 0.2% | -12.0% | 0.615% | |
1/12/2024 | Kure Advisory LLC | 222,010 | $4.48M | 2.3% | -0.3% | 6.254% | |
1/11/2024 | OneAscent Wealth Management LLC | 39,542 | $797K | 0.3% | -41.7% | 1.114% | |
1/11/2024 | OneAscent Financial Services LLC | 120,583 | $2.43M | 0.3% | +27.6% | 3.397% | |
11/16/2023 | Owen LaRue LLC | 208,128 | $4.19M | 4.6% | +5.6% | 5.863% | |
11/16/2023 | Harbour Investments Inc. | 20,517 | $413K | 0.0% | -81.9% | 0.578% | |
11/13/2023 | Visionary Wealth Advisors | 50,946 | $1.03M | 0.1% | -1.6% | 1.435% | |