7/7/2025 | O Connor Financial Group LLC | 348,644 | $11.31M | 5.0% | -4.7% | 7.579% | |
5/21/2025 | Geneos Wealth Management Inc. | 9,955 | $286K | 0.0% | +33.3% | 0.221% | |
5/19/2025 | Jane Street Group LLC | 19,200 | $552K | 0.0% | -26.4% | 0.427% | |
5/16/2025 | Jones Financial Companies Lllp | 31,867 | $916K | 0.0% | +234.3% | 0.708% | |
5/13/2025 | EverSource Wealth Advisors LLC | 22,042 | $634K | 0.0% | -7.9% | 0.490% | |
5/9/2025 | Sound Financial Strategies Group LLC | 127,826 | $3.68M | 3.3% | +15.5% | 3.080% | |
5/8/2025 | Harbour Investments Inc. | 2,204 | $63K | 0.0% | -83.2% | 0.053% | |
5/7/2025 | Foundations Investment Advisors LLC | 12,246 | $352K | 0.0% | +26.1% | 0.295% | |
5/7/2025 | Frontier Asset Management LLC | 12,883 | $370K | 0.1% | +3.1% | 0.310% | |
5/7/2025 | LPL Financial LLC | 68,816 | $1.98M | 0.0% | +35.2% | 1.658% | |
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5/6/2025 | Cetera Investment Advisers | 23,602 | $679K | 0.0% | -2.1% | 0.569% | |
5/6/2025 | Avantax Advisory Services Inc. | 15,675 | $451K | 0.0% | +4.4% | 0.378% | |
5/5/2025 | J.W. Cole Advisors Inc. | 36,429 | $1.05M | 0.0% | +3.9% | 0.878% | |
5/5/2025 | IFP Advisors Inc | 2,425 | $70K | 0.0% | +28.8% | 0.058% | |
5/1/2025 | CWM LLC | 157,080 | $4.52M | 0.0% | +3.1% | 3.785% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 17,345 | $499K | 0.0% | +49.6% | 0.418% | |
4/23/2025 | Moneywise Inc. | 25,187 | $724K | 0.4% | N/A | 0.607% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 47,328 | $1.36M | 0.0% | -2.8% | 1.140% | |
4/22/2025 | LVZ Inc. | 102,377 | $2.94M | 0.4% | +0.4% | 2.467% | |
4/22/2025 | XY Planning Network Inc. | 113,506 | $3.26M | 2.2% | +9.0% | 2.735% | |
4/21/2025 | Blue Trust Inc. | 9,131 | $263K | 0.0% | +16.5% | 0.220% | |
4/16/2025 | Sound Stewardship LLC | 53,518 | $1.54M | 0.9% | -0.9% | 1.290% | |
4/15/2025 | Christian Investment Advisors Inc. | 400,138 | $11.26M | 7.8% | +1.4% | 9.642% | |
4/15/2025 | Strategic Equity Management | 30,069 | $864K | 0.4% | N/A | 0.725% | |
4/11/2025 | Ridgeline Wealth LLC | 21,373 | $614K | 0.5% | +8.7% | 0.515% | |
4/10/2025 | Firethorn Wealth Partners LLC | 11,506 | $331K | 0.2% | -4.0% | 0.277% | |
4/7/2025 | O Connor Financial Group LLC | 365,918 | $10.52M | 5.5% | -2.5% | 8.817% | |
2/27/2025 | XY Planning Network Inc. | 104,158 | $2.77M | 2.1% | N/A | 2.572% | |
2/17/2025 | Vident Advisory LLC | 43,145 | $1.15M | 0.0% | N/A | 1.079% | |
2/17/2025 | Cetera Investment Advisers | 24,096 | $640K | 0.0% | -3.5% | 0.602% | |
2/14/2025 | Jane Street Group LLC | 26,087 | $693K | 0.0% | N/A | 0.652% | |
2/13/2025 | United Capital Financial Advisors LLC | 26,200 | $696K | 0.0% | N/A | 0.655% | |
2/13/2025 | CreativeOne Wealth LLC | 295,507 | $7.86M | 0.2% | -7.8% | 7.388% | |
2/12/2025 | JPMorgan Chase & Co. | 19,661 | $523K | 0.0% | -8.1% | 0.492% | |
2/11/2025 | LPL Financial LLC | 50,900 | $1.35M | 0.0% | +5.9% | 1.273% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 11,594 | $308K | 0.0% | -10.8% | 0.290% | |
2/10/2025 | Harbour Investments Inc. | 13,149 | $350K | 0.0% | +24.9% | 0.329% | |
2/10/2025 | Commonwealth Equity Services LLC | 12,292 | $327K | 0.0% | +34.3% | 0.307% | |
2/10/2025 | EverSource Wealth Advisors LLC | 23,939 | $636K | 0.0% | -25.3% | 0.598% | |
2/7/2025 | Frontier Asset Management LLC | 12,496 | $332K | 0.1% | -6.5% | 0.312% | |
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2/6/2025 | Sound Financial Strategies Group LLC | 110,647 | $2.94M | 2.5% | +0.3% | 2.766% | |
2/6/2025 | LVZ Inc. | 101,926 | $2.71M | 0.3% | +2.8% | 2.548% | |
2/6/2025 | Atria Investments Inc | 13,533 | $360K | 0.0% | +4.1% | 0.338% | |
2/6/2025 | Bedel Financial Consulting Inc. | 8,015 | $222K | 0.0% | N/A | 0.200% | |
2/6/2025 | Jones Financial Companies Lllp | 9,532 | $253K | 0.0% | +81.6% | 0.238% | |
2/5/2025 | Christian Investment Advisors Inc. | 394,694 | $10.49M | 7.6% | N/A | 9.867% | |
2/4/2025 | IFP Advisors Inc | 1,883 | $50K | 0.0% | +62.3% | 0.047% | |
2/3/2025 | Turning Point Benefit Group Inc. | 22,964 | $598K | 0.6% | N/A | 0.574% | |
2/3/2025 | Centricity Wealth Management LLC | 1,217 | $32K | 0.0% | N/A | 0.030% | |
1/31/2025 | J.W. Cole Advisors Inc. | 35,076 | $932K | 0.0% | +2.1% | 0.877% | |
1/30/2025 | Blue Trust Inc. | 7,836 | $208K | 0.0% | +344.2% | 0.196% | |
1/24/2025 | HHM Wealth Advisors LLC | 7,383 | $196K | 0.0% | +12.9% | 0.185% | |
1/23/2025 | Strategic Blueprint LLC | 25,902 | $689K | 0.0% | +32.5% | 0.648% | |
1/22/2025 | Sound Stewardship LLC | 54,015 | $1.44M | 0.9% | +4.6% | 1.350% | |
1/22/2025 | Foundations Investment Advisors LLC | 9,710 | $258K | 0.0% | N/A | 0.243% | |
1/22/2025 | Blue Trust Inc. | 26,684 | $770K | 0.0% | +1,412.7% | 0.667% | |
1/21/2025 | Geneos Wealth Management Inc. | 7,470 | $199K | 0.0% | +36.2% | 0.187% | |
1/6/2025 | Ridgeline Wealth LLC | 19,662 | $523K | 0.4% | N/A | 0.492% | |
1/6/2025 | O Connor Financial Group LLC | 375,301 | $9.98M | 5.2% | +5.5% | 9.383% | |
12/26/2024 | JPMorgan Chase & Co. | 21,383 | $617K | 0.0% | +46.2% | 0.535% | |
11/14/2024 | CreativeOne Wealth LLC | 320,525 | $9.26M | 0.3% | +5.7% | 8.013% | |
11/7/2024 | OneAscent Wealth Management LLC | 10,071 | $291K | 0.1% | N/A | 0.252% | |
11/5/2024 | Harbour Investments Inc. | 10,531 | $304K | 0.0% | N/A | 0.263% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 13,000 | $375K | 0.0% | +58.0% | 0.325% | |
10/24/2024 | Sound Stewardship LLC | 51,648 | $1.49M | 0.8% | -3.6% | 1.291% | |
10/24/2024 | J.W. Cole Advisors Inc. | 34,354 | $992K | 0.0% | +2.6% | 0.859% | |
10/22/2024 | International Assets Investment Management LLC | 253,822 | $7.33M | 0.0% | +32,483.1% | 6.346% | |
10/16/2024 | Firethorn Wealth Partners LLC | 11,992 | $346K | 0.2% | N/A | 0.300% | |
8/14/2024 | EverSource Wealth Advisors LLC | 41,170 | $1.13M | 0.1% | +93.6% | 1.029% | |
8/8/2024 | J.W. Cole Advisors Inc. | 33,475 | $888K | 0.0% | +107.6% | 0.837% | |
8/8/2024 | HHM Wealth Advisors LLC | 6,788 | $180K | 0.0% | +35.2% | 0.170% | |
7/31/2024 | Aptus Capital Advisors LLC | 3,945 | $105K | 0.0% | N/A | 0.099% | |
7/31/2024 | Commonwealth Equity Services LLC | 8,883 | $236K | 0.0% | -44.7% | 0.222% | |
7/10/2024 | CWM LLC | 153,089 | $4.06M | 0.0% | +2.0% | 3.827% | |
5/14/2024 | CreativeOne Wealth LLC | 332,085 | $9.05M | 0.4% | +1.6% | 8.302% | |
5/8/2024 | Avantax Advisory Services Inc. | 13,055 | $356K | 0.0% | -30.2% | 0.326% | |
4/30/2024 | J.W. Cole Advisors Inc. | 16,125 | $439K | 0.0% | +5.2% | 0.403% | |
4/23/2024 | Strategic Blueprint LLC | 19,492 | $531K | 0.0% | -23.9% | 0.506% | |
4/16/2024 | OneAscent Wealth Management LLC | 9,934 | $271K | 0.1% | N/A | 0.258% | |
4/11/2024 | O Connor Financial Group LLC | 367,643 | $10.02M | 6.0% | +1.3% | 10.212% | |
2/20/2024 | Polen Capital Management LLC | 15,875 | $420K | 0.0% | +7.3% | 0.441% | |
2/13/2024 | Polen Capital Management LLC | 15,875 | $420K | 0.0% | +7.3% | 0.441% | |
2/12/2024 | WorthPointe LLC | 24,891 | $658K | 0.3% | +72.4% | 0.691% | |
2/9/2024 | EverSource Wealth Advisors LLC | 22,002 | $582K | 0.1% | +17.0% | 0.611% | |
2/9/2024 | CreativeOne Wealth LLC | 326,702 | $8.64M | 0.6% | +1.1% | 9.075% | |
2/8/2024 | Advisor OS LLC | 8,441 | $223K | 0.0% | N/A | 0.234% | |
2/7/2024 | Avantax Advisory Services Inc. | 18,708 | $495K | 0.0% | -13.0% | 0.520% | |
2/1/2024 | CWM LLC | 143,425 | $3.79M | 0.0% | +9.6% | 3.984% | |
1/31/2024 | J.W. Cole Advisors Inc. | 15,331 | $405K | 0.0% | +3.3% | 0.426% | |
1/25/2024 | International Assets Investment Management LLC | 20,602 | $545K | 0.0% | N/A | 0.572% | |
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1/25/2024 | Strategic Blueprint LLC | 25,618 | $678K | 0.1% | -3.7% | 0.712% | |
1/24/2024 | International Assets Investment Management LLC | 20,602 | $545K | 0.0% | N/A | 0.572% | |
1/23/2024 | LVZ Inc. | 101,556 | $2.69M | 0.4% | +1.0% | 2.821% | |
1/17/2024 | O Connor Financial Group LLC | 362,752 | $9.59M | 5.9% | +0.5% | 10.076% | |
1/17/2024 | Sound Stewardship LLC | 43,183 | $1.14M | 0.8% | +272.0% | 1.200% | |
11/20/2023 | Silver Oak Securities Incorporated | 1,104 | $26K | 0.0% | -93.1% | 0.031% | |
11/13/2023 | Polen Capital Management LLC | 14,794 | $355K | 0.0% | -5.8% | 0.411% | |
11/8/2023 | Avantax Advisory Services Inc. | 21,495 | $515K | 0.0% | +24.7% | 0.597% | |
11/8/2023 | Strategic Financial Concepts LLC | 10,540 | $253K | 0.1% | N/A | 0.293% | |
11/4/2023 | EverSource Wealth Advisors LLC | 18,808 | $451K | 0.0% | +145.8% | 0.522% | |