5/2/2025 | Sigma Planning Corp | 7,815 | $211K | 0.0% | +14.1% | 0.079% | |
5/1/2025 | CWM LLC | 18,902 | $511K | 0.0% | N/A | 0.191% | |
5/1/2025 | Gateway Wealth Partners LLC | 7,526 | $203K | 0.0% | N/A | 0.076% | |
4/30/2025 | Trek Financial LLC | 43,860 | $1.19M | 0.1% | +77.4% | 0.443% | |
4/29/2025 | Envestnet Asset Management Inc. | 260,417 | $7.03M | 0.0% | +1.6% | 2.630% | |
4/29/2025 | Ifrah Financial Services Inc. | 15,590 | $421K | 0.1% | -4.1% | 0.157% | |
4/28/2025 | Smart Money Group LLC | 9,551 | $258K | 0.2% | -98.6% | 0.096% | |
4/25/2025 | Ameritas Advisory Services LLC | 13,894 | $376K | 0.0% | -59.0% | 0.140% | |
4/24/2025 | Golden State Wealth Management LLC | 2,252 | $61K | 0.0% | N/A | 0.023% | |
4/24/2025 | Financial Futures Ltd Liability Co. | 169,367 | $4.58M | 2.6% | +13.0% | 1.711% | |
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4/23/2025 | Golden State Wealth Management LLC | 4,504 | $122K | 0.0% | N/A | 0.045% | |
4/23/2025 | Navis Wealth Advisors LLC | 16,267 | $439K | 0.4% | +18.5% | 0.164% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 58,208 | $1.57M | 0.0% | +21.2% | 0.588% | |
4/22/2025 | Worth Financial Advisory Group LLC | 48,926 | $1.32M | 0.8% | +40.0% | 0.494% | |
4/22/2025 | Castleview Partners LLC | 15,538 | $420K | 0.3% | +111.1% | 0.157% | |
4/22/2025 | Davies Financial Advisors Inc. | 204,782 | $5.53M | 4.7% | +18.5% | 2.069% | |
4/21/2025 | Well Done LLC | 7,633 | $223K | 0.0% | N/A | 0.077% | |
4/17/2025 | Authentikos Wealth Advisory LLC | 108,390 | $2.93M | 2.4% | N/A | 1.095% | |
4/17/2025 | Keystone Wealth Services LLC | 8,470 | $229K | 0.1% | N/A | 0.086% | |
4/16/2025 | Southland Equity Partners LLC | 89,420 | $2.42M | 0.6% | +4.1% | 0.903% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 96,574 | $2.61M | 0.0% | +88.2% | 0.975% | |
4/15/2025 | Yarger Wealth Strategies LLC | 29,186 | $788K | 0.5% | N/A | 0.295% | |
4/15/2025 | Simplicity Wealth LLC | 31,085 | $840K | 0.1% | N/A | 0.314% | |
4/14/2025 | Farther Finance Advisors LLC | 26,479 | $719K | 0.0% | +25.8% | 0.267% | |
4/14/2025 | Outlook Wealth Advisors LLC | 76,360 | $2.06M | 0.6% | -22.5% | 0.771% | |
4/11/2025 | Pinnacle Wealth Management Group Inc. | 184,575 | $4.99M | 3.5% | -11.7% | 1.864% | |
4/11/2025 | Signal Advisors Wealth LLC | 15,704 | $424K | 0.0% | +28.4% | 0.159% | |
4/10/2025 | Diligent Investors LLC | 64,572 | $1.74M | 0.4% | +3.2% | 0.656% | |
4/10/2025 | Beacon Financial Group | 18,914 | $511K | 0.1% | N/A | 0.192% | |
4/10/2025 | Richard P Slaughter Associates Inc | 275,550 | $7.44M | 1.7% | -28.3% | 2.797% | |
4/9/2025 | RFG Advisory LLC | 20,995 | $567K | 0.0% | +27.1% | 0.213% | |
4/8/2025 | HFG Wealth Management LLC | 384,419 | $11.24M | 6.8% | N/A | 3.903% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 51,305 | $1.50M | 0.0% | N/A | 0.524% | |
3/12/2025 | Centaurus Financial Inc. | 10,812 | $316K | 0.0% | N/A | 0.110% | |
2/25/2025 | Armis Advisers LLC | 63,110 | $1.85M | 0.2% | N/A | 0.647% | |
2/25/2025 | Integrated Advisors Network LLC | 7,881 | $230K | 0.0% | N/A | 0.081% | |
2/19/2025 | WCG Wealth Advisors LLC | 159,916 | $4.68M | 0.3% | N/A | 1.640% | |
2/18/2025 | Sunbelt Securities Inc. | 27,103 | $800K | 0.1% | +1,405.7% | 0.278% | |
2/18/2025 | Delta Investment Management LLC | 58,583 | $1.71M | 0.3% | +7.4% | 0.601% | |
2/17/2025 | Diligent Investors LLC | 62,572 | $1.83M | 0.4% | -0.8% | 1.738% | |
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2/17/2025 | Cetera Investment Advisers | 63,322 | $1.85M | 0.0% | +26.0% | 1.759% | |
2/17/2025 | Citadel Advisors LLC | 21,064 | $616K | 0.0% | N/A | 0.585% | |
2/14/2025 | Jane Street Group LLC | 36,030 | $1.05M | 0.0% | +40.8% | 1.001% | |
2/14/2025 | Triumph Capital Management | 43,635 | $1.28M | 0.4% | +13.0% | 0.448% | |
2/14/2025 | Bellwether Advisors LLC | 3,833 | $112K | 0.0% | N/A | 0.106% | |
2/14/2025 | Susquehanna International Group LLP | 56,719 | $1.66M | 0.0% | -4.0% | 1.576% | |
2/14/2025 | IHT Wealth Management LLC | 113,741 | $3.33M | 0.1% | -25.2% | 3.159% | |
2/13/2025 | NewEdge Advisors LLC | 83,026 | $2.43M | 0.0% | +9.3% | 2.306% | |
2/13/2025 | Mariner LLC | 19,396 | $567K | 0.0% | N/A | 0.539% | |
2/13/2025 | Trek Financial LLC | 24,727 | $723K | 0.1% | +173.0% | 0.687% | |
2/13/2025 | Envestnet Asset Management Inc. | 256,358 | $7.50M | 0.0% | +5.0% | 7.121% | |
2/13/2025 | Perennial Investment Advisors LLC | 8,000 | $234K | 0.0% | N/A | 0.222% | |
2/13/2025 | Wells Fargo & Company MN | 1,518 | $44K | 0.0% | N/A | 0.042% | |
2/12/2025 | Arete Wealth Advisors LLC | 22,318 | $655K | 0.0% | +5.0% | 0.620% | |
2/12/2025 | OLD Mission Capital LLC | 9,460 | $277K | 0.0% | N/A | 0.263% | |
2/12/2025 | Worth Financial Advisory Group LLC | 34,951 | $1.02M | 0.6% | +118.2% | 0.971% | |
2/11/2025 | LPL Financial LLC | 730,156 | $21.35M | 0.0% | +890.0% | 20.282% | |
2/10/2025 | Thrivent Financial for Lutherans | 47,647 | $1.39M | 0.0% | N/A | 1.324% | |
2/10/2025 | Harbour Investments Inc. | 67,560 | $1.98M | 0.1% | +76.3% | 1.877% | |
2/10/2025 | Commonwealth Equity Services LLC | 454,202 | $13.28M | 0.0% | -51.3% | 12.617% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 14,061 | $411K | 0.0% | +35.8% | 0.391% | |
2/5/2025 | SRS Capital Advisors Inc. | 1,674 | $49K | 0.0% | N/A | 0.047% | |
2/5/2025 | Whipplewood Advisors LLC | 21,920 | $641K | 0.4% | N/A | 0.609% | |
2/3/2025 | Sigma Planning Corp | 6,850 | $200K | 0.0% | N/A | 0.190% | |
1/31/2025 | Kestra Investment Management LLC | 2,103 | $61K | 0.0% | N/A | 0.058% | |
1/27/2025 | Silver Oak Securities Incorporated | 7,755 | $229K | 0.0% | N/A | 0.215% | |
1/27/2025 | Beacon Financial Advisory LLC | 14,184 | $415K | 0.1% | +5.7% | 0.394% | |
1/24/2025 | Financial Futures Ltd Liability Co. | 149,877 | $4.38M | 2.5% | N/A | 4.163% | |
1/24/2025 | 4J Wealth Management LLC | 21,555 | $630K | 0.5% | +2.4% | 0.599% | |
1/24/2025 | Chicago Partners Investment Group LLC | 148,932 | $4.36M | 0.1% | +53.2% | 4.137% | |
1/21/2025 | Navis Wealth Advisors LLC | 13,727 | $401K | 0.4% | +32.8% | 0.381% | |
1/21/2025 | Impact Partnership Wealth LLC | 8,027 | $235K | 0.0% | N/A | 0.223% | |
1/21/2025 | Southland Equity Partners LLC | 85,914 | $2.51M | 0.6% | +6.5% | 2.387% | |
1/21/2025 | RFG Advisory LLC | 16,520 | $483K | 0.0% | -30.5% | 0.459% | |
1/16/2025 | Davies Financial Advisors Inc. | 172,864 | $5.06M | 4.3% | +30.4% | 4.802% | |
1/16/2025 | Ulland Investment Advisors LLC | 2,500 | $73K | 0.0% | N/A | 0.069% | |
1/16/2025 | Smart Money Group LLC | 662,700 | $19.38M | 6.7% | +0.7% | 18.408% | |
1/15/2025 | Ameritas Advisory Services LLC | 33,897 | $991K | 0.0% | +147.0% | 0.942% | |
1/14/2025 | Outlook Wealth Advisors LLC | 98,480 | $2.88M | 0.8% | -6.4% | 2.736% | |
1/14/2025 | Richard P Slaughter Associates Inc | 384,288 | $11.24M | 2.5% | -0.4% | 10.675% | |
1/13/2025 | Pinnacle Wealth Management Group Inc. | 209,010 | $6.11M | 3.8% | +3.8% | 5.806% | |
1/13/2025 | Claro Advisors LLC | 25,241 | $738K | 0.1% | +16.5% | 0.701% | |
1/13/2025 | Brookstone Capital Management | 14,250 | $417K | 0.0% | -4.2% | 0.396% | |
1/10/2025 | HBW Advisory Services LLC | 13,210 | $386K | 0.1% | +5.5% | 0.367% | |
11/18/2024 | Arete Wealth Advisors LLC | 21,257 | $583K | 0.0% | N/A | 0.590% | |
11/15/2024 | Jane Street Group LLC | 25,589 | $705K | 0.0% | N/A | 0.711% | |
11/15/2024 | IHT Wealth Management LLC | 151,963 | $4.36M | 0.1% | +6.0% | 4.221% | |
11/7/2024 | Claro Advisors LLC | 21,671 | $597K | 0.1% | +41.4% | 0.602% | |
11/5/2024 | Harbour Investments Inc. | 38,326 | $1.06M | 0.0% | +30.8% | 1.065% | |
10/30/2024 | Beacon Financial Advisory LLC | 13,417 | $370K | 0.1% | +5.4% | 0.373% | |
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10/29/2024 | Chicago Partners Investment Group LLC | 97,218 | $2.69M | 0.1% | +17.9% | 2.701% | |
10/29/2024 | Farther Finance Advisors LLC | 20,796 | $573K | 0.0% | N/A | 0.578% | |
10/25/2024 | Worth Financial Advisory Group LLC | 16,020 | $442K | 0.3% | -16.8% | 0.445% | |
10/24/2024 | Vima LLC | 9,054 | $250K | 0.5% | N/A | 0.252% | |
10/23/2024 | Outlook Wealth Advisors LLC | 105,209 | $2.90M | 0.8% | +159.9% | 2.922% | |
10/22/2024 | Sequoia Financial Advisors LLC | 14,941 | $412K | 0.0% | -30.0% | 0.415% | |
10/21/2024 | Castleview Partners LLC | 4,991 | $138K | 0.1% | +17.4% | 0.139% | |
10/18/2024 | Stratos Wealth Advisors LLC | 8,374 | $231K | 0.0% | N/A | 0.233% | |
10/17/2024 | Claro Advisors LLC | 10,550 | $291K | 0.0% | -31.2% | 0.293% | |
10/10/2024 | Pinnacle Wealth Management Group Inc. | 201,451 | $5.55M | 3.5% | +3.1% | 5.596% | |