5/21/2025 | Geneos Wealth Management Inc. | 11,101 | $551K | 0.0% | +3.5% | 0.125% | |
5/19/2025 | Jane Street Group LLC | 31,699 | $1.57M | 0.0% | -2.4% | 0.356% | |
5/16/2025 | Jones Financial Companies Lllp | 2,339 | $116K | 0.0% | -91.1% | 0.026% | |
5/16/2025 | NewEdge Advisors LLC | 10,000 | $496K | 0.0% | N/A | 0.112% | |
5/16/2025 | Integrated Wealth Concepts LLC | 9,022 | $448K | 0.0% | N/A | 0.101% | |
5/15/2025 | MAI Capital Management | 26,939 | $1.34M | 0.0% | -4.6% | 0.303% | |
5/14/2025 | Entrewealth LLC | 75,175 | $3.73M | 2.9% | +7.7% | 0.845% | |
5/14/2025 | Napa Wealth Management | 5,744 | $285K | 0.2% | N/A | 0.065% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 93,013 | $4.62M | 0.0% | +4,158.8% | 1.045% | |
5/13/2025 | Raymond James Financial Inc. | 753,201 | $37.39M | 0.0% | +4.1% | 8.463% | |
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5/12/2025 | Savvy Advisors Inc. | 8,628 | $428K | 0.0% | +5.6% | 0.097% | |
5/8/2025 | Atlas Wealth LLC | 7,717 | $383K | 0.1% | N/A | 0.092% | |
5/6/2025 | Cetera Investment Advisers | 27,409 | $1.36M | 0.0% | N/A | 0.325% | |
5/6/2025 | Avantax Advisory Services Inc. | 6,242 | $310K | 0.0% | N/A | 0.074% | |
5/6/2025 | Kovack Advisors Inc. | 6,100 | $303K | 0.0% | N/A | 0.072% | |
5/5/2025 | Dahring Cusmano LLC | 49,084 | $2.44M | 2.1% | +125.3% | 0.582% | |
5/5/2025 | Kestra Private Wealth Services LLC | 6,006 | $298K | 0.0% | +19.7% | 0.071% | |
5/2/2025 | Armor Investment Advisors LLC | 56,351 | $2.80M | 1.2% | +3.5% | 0.668% | |
5/1/2025 | 3EDGE Asset Management LP | 84,275 | $4.18M | 0.3% | -54.7% | 1.000% | |
5/1/2025 | Walker Financial Services Inc. | 4,853 | $241K | 0.1% | N/A | 0.058% | |
5/1/2025 | Austin Wealth Management LLC | 92,107 | $4.58M | 0.9% | -2.7% | 1.093% | |
4/30/2025 | Allworth Financial LP | 14,960 | $744K | 0.0% | +55.6% | 0.177% | |
4/29/2025 | Envestnet Asset Management Inc. | 60,412 | $3.00M | 0.0% | +103.8% | 0.717% | |
4/29/2025 | Wayfinding Financial LLC | 517 | $25K | 0.0% | N/A | 0.006% | |
4/29/2025 | 4J Wealth Management LLC | 26,042 | $1.29M | 1.0% | +175.5% | 0.309% | |
4/29/2025 | Silver Oak Securities Incorporated | 29,324 | $1.46M | 0.1% | +40.8% | 0.348% | |
4/28/2025 | Strategic Financial Concepts LLC | 276,315 | $13.72M | 2.6% | +3.6% | 3.278% | |
4/25/2025 | MidAtlantic Capital Management Inc. | 24,882 | $1.24M | 1.0% | +1.6% | 0.295% | |
4/25/2025 | Essex Financial Services Inc. | 7,708 | $383K | 0.0% | N/A | 0.091% | |
4/25/2025 | Sovran Advisors LLC | 4,855 | $241K | 0.0% | N/A | 0.058% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 188,631 | $9.36M | 0.0% | -25.2% | 2.238% | |
4/21/2025 | Silver Oak Securities Incorporated | 90,848 | $4.51M | 0.4% | +336.3% | 1.078% | |
4/21/2025 | United Advisor Group LLC | 11,757 | $584K | 0.1% | +3.8% | 0.139% | |
4/17/2025 | Janney Montgomery Scott LLC | 78,370 | $3.89M | 0.0% | +25.4% | 0.986% | |
4/16/2025 | CRA Financial Services LLC | 26,385 | $1.31M | 0.2% | +73.3% | 0.332% | |
4/15/2025 | Focus Financial Network Inc. | 8,091 | $402K | 0.0% | +44.7% | 0.102% | |
4/7/2025 | AdvisorNet Financial Inc | 16,933 | $841K | 0.1% | +43.2% | 0.213% | |
2/24/2025 | United Advisor Group LLC | 11,327 | $561K | 0.1% | +5.9% | 0.362% | |
2/14/2025 | Jane Street Group LLC | 32,465 | $1.61M | 0.0% | +236.9% | 1.037% | |
2/14/2025 | Price T Rowe Associates Inc. MD | 132,057 | $6.55M | 0.0% | N/A | 4.219% | |
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2/14/2025 | Stifel Financial Corp | 176,613 | $8.76M | 0.0% | -1.6% | 5.643% | |
2/13/2025 | Savvy Advisors Inc. | 8,171 | $405K | 0.0% | +8.2% | 0.261% | |
2/13/2025 | Raymond James Financial Inc. | 723,414 | $35.86M | 0.0% | N/A | 23.112% | |
2/13/2025 | Envestnet Asset Management Inc. | 29,642 | $1.47M | 0.0% | -7.8% | 0.947% | |
2/11/2025 | LPL Financial LLC | 5,121 | $254K | 0.0% | -78.5% | 0.164% | |
2/11/2025 | 1620 Investment Advisors Inc. | 1,231 | $61K | 0.0% | N/A | 0.039% | |
2/11/2025 | L.K. Benson & Company P.C. | 5,571 | $276K | 0.2% | N/A | 0.178% | |
2/10/2025 | Entrewealth LLC | 69,772 | $3.48M | 3.2% | N/A | 2.229% | |
2/10/2025 | Commonwealth Equity Services LLC | 27,522 | $1.36M | 0.0% | +376.4% | 0.879% | |
2/10/2025 | Austin Wealth Management LLC | 94,645 | $4.71M | 1.0% | +7.1% | 3.024% | |
2/10/2025 | Farther Finance Advisors LLC | 760 | $38K | 0.0% | +406.7% | 0.024% | |
2/6/2025 | Raymond James Financial Inc. | 723,414 | $35.86M | 0.0% | N/A | 23.112% | |
2/6/2025 | Jones Financial Companies Lllp | 26,377 | $1.31M | 0.0% | +1,884.7% | 0.843% | |
2/3/2025 | Dahring Cusmano LLC | 21,788 | $1.08M | 1.0% | N/A | 0.696% | |
1/31/2025 | 3EDGE Asset Management LP | 186,241 | $9.23M | 0.6% | +99.0% | 5.950% | |
1/30/2025 | Allworth Financial LP | 9,616 | $479K | 0.0% | N/A | 0.307% | |
1/30/2025 | Strategic Financial Concepts LLC | 266,741 | $13.22M | 0.4% | +20.5% | 8.522% | |
1/30/2025 | Principal Securities Inc. | 750 | $37K | 0.0% | N/A | 0.024% | |
1/30/2025 | MidAtlantic Capital Management Inc. | 24,498 | $1.21M | 0.9% | +25.7% | 0.783% | |
1/29/2025 | Latitude Advisors LLC | 4,448 | $221K | 0.1% | N/A | 0.142% | |
1/29/2025 | Armor Investment Advisors LLC | 54,424 | $2.70M | 1.1% | +3.9% | 1.739% | |
1/29/2025 | Focus Financial Network Inc. | 5,591 | $277K | 0.0% | N/A | 0.179% | |
1/28/2025 | Strategic Financial Concepts LLC | 13,220,746 | $655.38M | 1.3% | +5,874.0% | 422.388% | |
1/27/2025 | Silver Oak Securities Incorporated | 20,822 | $1.03M | 0.1% | -16.3% | 0.665% | |
1/24/2025 | 4J Wealth Management LLC | 9,453 | $469K | 0.4% | +105.5% | 0.302% | |
1/21/2025 | Geneos Wealth Management Inc. | 10,723 | $532K | 0.0% | +52.6% | 0.343% | |
1/17/2025 | Janney Montgomery Scott LLC | 62,484 | $3.10M | 0.0% | N/A | 1.996% | |
1/17/2025 | Beaumont Financial Advisors LLC | 36,413 | $1.81M | 0.1% | N/A | 1.163% | |
1/13/2025 | AdvisorNet Financial Inc | 11,828 | $586K | 0.0% | +32.1% | 0.378% | |
11/15/2024 | Jane Street Group LLC | 9,636 | $479K | 0.0% | -29.7% | 0.308% | |
11/15/2024 | Stifel Financial Corp | 179,416 | $8.93M | 0.0% | +2,462.0% | 5.732% | |
11/15/2024 | Integrated Wealth Concepts LLC | 4,465 | $222K | 0.0% | N/A | 0.143% | |
11/14/2024 | Flow Traders U.S. LLC | 10,136 | $504K | 0.0% | N/A | 0.324% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 19,493 | $970K | 0.7% | N/A | 0.623% | |
11/5/2024 | Savvy Advisors Inc. | 7,549 | $376K | 0.1% | +3.1% | 0.241% | |
10/30/2024 | Armor Investment Advisors LLC | 52,386 | $2.61M | 1.1% | -9.6% | 1.674% | |
10/30/2024 | United Advisor Group LLC | 10,691 | $532K | 0.1% | +30.3% | 0.342% | |
10/28/2024 | Austin Wealth Management LLC | 88,368 | $4.41M | 1.0% | -3.7% | 2.823% | |
10/23/2024 | Silver Oak Securities Incorporated | 24,885 | $1.24M | 0.1% | +27.0% | 0.795% | |
10/18/2024 | Raymond James & Associates | 225,986 | $11.25M | 0.0% | -2.3% | 7.220% | |
10/10/2024 | CRA Financial Services LLC | 8,332 | $415K | 0.1% | +28.9% | 0.266% | |
8/6/2024 | Strategic Financial Concepts LLC | 8,845,152 | $437.22M | 1.9% | +18,173.6% | 282.593% | |
7/31/2024 | Austin Wealth Management LLC | 91,785 | $4.55M | 1.1% | +1.0% | 2.932% | |
7/31/2024 | Commonwealth Equity Services LLC | 13,716 | $678K | 0.0% | -1.5% | 0.438% | |
7/26/2024 | Financial Connections Group Inc. | 5,996 | $296K | 0.2% | -28.2% | 0.192% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 29,763 | $1.47M | 0.0% | N/A | 0.951% | |
7/20/2024 | Milestone Asset Management LLC | 23,324 | $1.15M | 0.3% | +2.7% | 0.745% | |
7/19/2024 | Raymond James & Associates | 231,283 | $11.43M | 0.0% | +433.7% | 7.389% | |
7/18/2024 | 4J Wealth Management LLC | 4,600 | $227K | 0.2% | N/A | 0.147% | |
7/17/2024 | AdvisorNet Financial Inc | 7,648 | $378K | 0.0% | +8.1% | 0.244% | |
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7/15/2024 | RFG Advisory LLC | 12,109 | $599K | 0.0% | N/A | 0.387% | |
7/12/2024 | CRA Financial Services LLC | 6,462 | $319K | 0.1% | N/A | 0.206% | |
7/10/2024 | Fortitude Family Office LLC | 916 | $45K | 0.0% | N/A | 0.029% | |
5/23/2024 | Austin Wealth Management LLC | 90,862 | $4.50M | 1.1% | +13.2% | 2.903% | |
5/4/2024 | Financial Connections Group Inc. | 8,347 | $412K | 0.5% | -4.7% | 0.267% | |
5/4/2024 | Geneos Wealth Management Inc. | 1,755 | $87K | 0.0% | -57.7% | 0.056% | |
4/30/2024 | Commonwealth Equity Services LLC | 13,924 | $687K | 0.0% | -14.4% | 0.445% | |
4/25/2024 | Armor Investment Advisors LLC | 55,413 | $2.73M | 1.3% | -4.1% | 1.817% | |
4/23/2024 | Milestone Asset Management LLC | 22,706 | $1.12M | 0.3% | N/A | 0.744% | |
4/22/2024 | Strategic Financial Concepts LLC | 48,404 | $2.39M | 0.6% | N/A | 1.587% | |