7/25/2025 | CWM LLC | 1,559 | $135K | 0.0% | +9.6% | 0.073% | |
7/21/2025 | Ameriflex Group Inc. | 1,158 | $99K | 0.1% | -28.5% | 0.054% | |
7/21/2025 | 1900 Wealth Management LLC | 75,357 | $6.52M | 0.5% | -2.0% | 3.538% | |
7/7/2025 | Wesbanco Bank Inc. | 2,429 | $210K | 0.0% | N/A | 0.114% | |
6/27/2025 | Goldman Sachs Group Inc. | 14,882 | $1.22M | 0.0% | -65.9% | 0.695% | |
5/16/2025 | Goldman Sachs Group Inc. | 14,882 | $1.22M | 0.0% | -65.9% | 0.670% | |
5/16/2025 | Jones Financial Companies Lllp | 1,955 | $161K | 0.0% | -10.1% | 0.088% | |
5/15/2025 | Royal Bank of Canada | 6,391 | $525K | 0.0% | +42.8% | 0.288% | |
5/14/2025 | Kestra Advisory Services LLC | 13,878 | $1.14M | 0.0% | -15.7% | 0.625% | |
5/13/2025 | Elevation Capital Advisory LLC | 6,841 | $562K | 0.2% | N/A | 0.308% | |
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5/12/2025 | Avant Capital LLC | 16,859 | $1.39M | 1.2% | +3.9% | 0.759% | |
5/7/2025 | LPL Financial LLC | 264,620 | $21.74M | 0.0% | +0.7% | 11.920% | |
5/6/2025 | AE Wealth Management LLC | 4,350 | $357K | 0.0% | -3.1% | 0.196% | |
5/5/2025 | Calton & Associates Inc. | 16,381 | $1.35M | 0.2% | +510.8% | 0.738% | |
5/2/2025 | Sigma Planning Corp | 12,387 | $1.02M | 0.0% | +22.6% | 0.558% | |
5/1/2025 | CWM LLC | 1,423 | $117K | 0.0% | -43.0% | 0.064% | |
4/29/2025 | Envestnet Asset Management Inc. | 126,675 | $10.41M | 0.0% | -1.1% | 5.655% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 5,921 | $486K | 0.0% | -2.9% | 0.264% | |
4/17/2025 | 1900 Wealth Management LLC | 76,857 | $6.31M | 0.5% | +26.9% | 3.431% | |
4/17/2025 | Pacific Sun Financial Corp | 16,747 | $1.38M | 0.8% | -4.2% | 0.748% | |
4/15/2025 | Focus Financial Network Inc. | 2,980 | $245K | 0.0% | -32.6% | 0.133% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 3,483 | $286K | 0.0% | -4.5% | 0.155% | |
4/14/2025 | IMC Chicago LLC | 33,651 | $2.76M | 0.0% | +210.8% | 1.502% | |
2/24/2025 | Ameriflex Group Inc. | 1,619 | $136K | 0.1% | N/A | 0.065% | |
2/17/2025 | Minot DeBlois Advisors LLC | 1,324 | $108K | 0.1% | N/A | 0.053% | |
2/17/2025 | Citadel Advisors LLC | 3,473 | $282K | 0.0% | +13.3% | 0.140% | |
2/17/2025 | Bank of America Corp DE | 21,482 | $1.75M | 0.0% | -128.8% | 0.866% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 136,584 | $11.10M | 0.0% | -4.0% | 5.507% | |
2/14/2025 | IHT Wealth Management LLC | 9,743 | $792K | 0.0% | -39.8% | 0.393% | |
2/14/2025 | Tower Research Capital LLC TRC | 7,769 | $631K | 0.0% | +70.9% | 0.313% | |
2/13/2025 | NewEdge Advisors LLC | 7,276 | $591K | 0.0% | -9.6% | 0.293% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 27,169 | $2.21M | 0.2% | +0.6% | 1.096% | |
2/13/2025 | Raymond James Financial Inc. | 17,294 | $1.41M | 0.0% | N/A | 0.697% | |
2/13/2025 | Envestnet Asset Management Inc. | 128,046 | $10.41M | 0.0% | -1.8% | 5.163% | |
2/12/2025 | Delos Wealth Advisors LLC | 37,313 | $3.03M | 2.4% | +7.6% | 1.505% | |
2/11/2025 | LPL Financial LLC | 262,791 | $21.36M | 0.0% | +5.9% | 10.596% | |
2/10/2025 | Commonwealth Equity Services LLC | 46,669 | $3.79M | 0.0% | -5.1% | 1.882% | |
2/7/2025 | HighTower Advisors LLC | 13,591 | $1.11M | 0.0% | -8.9% | 0.548% | |
2/6/2025 | Raymond James Financial Inc. | 17,294 | $1.41M | 0.0% | N/A | 0.697% | |
2/6/2025 | Symphony Financial Services Inc. | 3,633 | $295K | 0.2% | -3.2% | 0.146% | |
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2/6/2025 | Jones Financial Companies Lllp | 2,175 | $177K | 0.0% | +4,250.0% | 0.088% | |
2/4/2025 | Partners Wealth Management LLC | 9,330 | $758K | 0.9% | N/A | 0.376% | |
2/3/2025 | Sigma Planning Corp | 10,102 | $821K | 0.0% | +15.8% | 0.407% | |
2/3/2025 | Pacific Sun Financial Corp | 17,487 | $1.42M | 0.8% | -8.3% | 0.705% | |
1/29/2025 | Focus Financial Network Inc. | 4,421 | $359K | 0.0% | -6.2% | 0.178% | |
1/28/2025 | 1900 Wealth Management LLC | 60,549 | $4.92M | 0.4% | -8.4% | 2.441% | |
1/27/2025 | IMC Chicago LLC | 10,826 | $880K | 0.0% | N/A | 0.437% | |
1/23/2025 | Calton & Associates Inc. | 2,682 | $218K | 0.1% | N/A | 0.108% | |
1/23/2025 | Capital Investment Advisory Services LLC | 18,860 | $1.53M | 0.1% | -1.7% | 0.760% | |
1/13/2025 | BCS Wealth Management | 2,773 | $225K | 0.1% | -10.5% | 0.112% | |
11/15/2024 | Delos Wealth Advisors LLC | 34,680 | $2.94M | 2.6% | +5.7% | 1.398% | |
11/15/2024 | IHT Wealth Management LLC | 16,183 | $1.37M | 0.0% | +60.6% | 0.653% | |
11/15/2024 | HighTower Advisors LLC | 14,921 | $1.26M | 0.0% | +1.2% | 0.602% | |
11/15/2024 | Hilltop Holdings Inc. | 8,150 | $692K | 0.0% | N/A | 0.329% | |
11/13/2024 | FMR LLC | 4,663 | $396K | 0.0% | +140.6% | 0.188% | |
11/4/2024 | 1900 Wealth Management LLC | 82,404 | $6.47M | 0.6% | +24.7% | 3.323% | |
11/4/2024 | Sigma Planning Corp | 8,727 | $741K | 0.0% | +69.4% | 0.352% | |
10/31/2024 | Castle Wealth Management LLC | 5,470 | $464K | 0.2% | -2.2% | 0.221% | |
10/22/2024 | Private Advisor Group LLC | 3,354 | $285K | 0.0% | -14.9% | 0.135% | |
10/11/2024 | Creative Planning | 73,934 | $6.28M | 0.0% | -6.1% | 2.981% | |
10/11/2024 | Wesbanco Bank Inc. | 2,429 | $206K | 0.0% | N/A | 0.098% | |
10/9/2024 | Pacific Sun Financial Corp | 19,064 | $1.62M | 0.9% | -4.8% | 0.769% | |
10/8/2024 | CWM LLC | 2,426 | $206K | 0.0% | -5.2% | 0.098% | |
10/1/2024 | Global Wealth Strategies & Associates | 340 | $29K | 0.0% | N/A | 0.014% | |
8/16/2024 | Creative Planning | 78,718 | $6.12M | 0.0% | -16.0% | 3.174% | |
8/14/2024 | Delos Wealth Advisors LLC | 32,817 | $2.55M | 2.5% | +9.0% | 1.323% | |
8/13/2024 | AE Wealth Management LLC | 5,601 | $435K | 0.0% | -3.5% | 0.226% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 146,730 | $11.40M | 0.0% | -2.1% | 5.917% | |
8/8/2024 | Envestnet Asset Management Inc. | 139,881 | $10.87M | 0.0% | -2.6% | 5.640% | |
8/6/2024 | Caprock Group LLC | 11,458 | $890K | 0.0% | -9.8% | 0.462% | |
7/31/2024 | Commonwealth Equity Services LLC | 49,375 | $3.84M | 0.0% | -1.8% | 1.991% | |
7/26/2024 | 1900 Wealth Management LLC | 66,095 | $5.13M | 0.5% | -19.8% | 2.665% | |
7/19/2024 | Pacific Sun Financial Corp | 20,024 | $1.56M | 0.9% | -2.5% | 0.807% | |
7/19/2024 | Calton & Associates Inc. | 2,676 | $208K | 0.1% | -5.8% | 0.108% | |
7/10/2024 | CWM LLC | 2,558 | $199K | 0.0% | -42.3% | 0.103% | |
6/11/2024 | EverSource Wealth Advisors LLC | 1,513 | $113K | 0.0% | N/A | 0.061% | |
5/24/2024 | Cetera Advisors LLC | 5,505 | $432K | 0.0% | N/A | 0.222% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 27,005 | $2.12M | 0.2% | N/A | 1.089% | |
5/9/2024 | Delos Wealth Advisors LLC | 30,111 | $2.36M | 2.7% | N/A | 1.167% | |
5/6/2024 | Advisory Alpha LLC | 4,673 | $367K | 0.0% | N/A | 0.181% | |
5/1/2024 | Connecticut Wealth Management LLC | 3,128 | $246K | 0.0% | N/A | 0.121% | |
4/30/2024 | Caprock Group LLC | 12,708 | $998K | 0.1% | N/A | 0.493% | |
4/29/2024 | Commonwealth Equity Services LLC | 50,279 | $3.95M | 0.0% | N/A | 1.949% | |
4/29/2024 | Castle Wealth Management LLC | 5,595 | $439K | 0.2% | N/A | 0.217% | |
4/25/2024 | Capital Investment Advisory Services LLC | 20,166 | $1.58M | 0.2% | N/A | 0.782% | |
4/24/2024 | 1900 Wealth Management LLC | 82,404 | $6.47M | 0.6% | N/A | 3.194% | |
4/24/2024 | Solstein Capital LLC | 8,963 | $704K | 0.5% | N/A | 0.347% | |
4/23/2024 | Global Retirement Partners LLC | 2,556 | $201K | 0.0% | N/A | 0.099% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 18,610 | $1.46M | 0.0% | N/A | 0.721% | |
4/19/2024 | First Trust Direct Indexing L.P. | 16,308 | $1.28M | 0.1% | N/A | 0.000% | |
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4/16/2024 | Calton & Associates Inc. | 2,842 | $223K | 0.1% | N/A | 0.000% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 3,881 | $305K | 0.0% | N/A | 0.000% | |
4/15/2024 | S.A. Mason LLC | 1,450 | $114K | 0.1% | N/A | 0.000% | |
4/10/2024 | BCS Wealth Management | 3,100 | $243K | 0.1% | N/A | 0.000% | |