4/30/2025 | Axxcess Wealth Management LLC | 18,513 | $619K | 0.0% | -39.1% | 0.195% | |
4/30/2025 | Personal CFO Solutions LLC | 339,375 | $11.35M | 2.3% | -7.1% | 3.572% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,917,722 | $97.57M | 0.0% | -3.4% | 30.713% | |
4/29/2025 | Capital Investment Advisory Services LLC | 4,300 | $144K | 0.0% | +19.4% | 0.045% | |
4/28/2025 | Capital Investment Counsel Inc | 51,599 | $1.73M | 0.3% | +14.2% | 0.543% | |
4/25/2025 | WealthBridge Capital Management LLC | 20,395 | $682K | 0.2% | +11.7% | 0.215% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 263,390 | $8.81M | 0.0% | -17.6% | 2.773% | |
4/15/2025 | Integrated Advisors Network LLC | 12,704 | $425K | 0.0% | -46.5% | 0.133% | |
4/15/2025 | Simplicity Wealth LLC | 101,911 | $3.41M | 0.3% | +12.5% | 1.067% | |
4/14/2025 | IMC Chicago LLC | 71,955 | $2.41M | 0.0% | +101.4% | 0.753% | |
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4/14/2025 | Toth Financial Advisory Corp | 51,825 | $1.73M | 0.2% | -20.2% | 0.543% | |
4/14/2025 | Park Avenue Securities LLC | 256,145 | $8.57M | 0.1% | +30.1% | 2.682% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 8,386 | $280K | 0.0% | +12.5% | 0.088% | |
4/10/2025 | Veracity Capital LLC | 7,233 | $242K | 0.1% | -55.7% | 0.076% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 15,754 | $659K | 0.0% | N/A | 0.160% | |
2/25/2025 | Integrated Advisors Network LLC | 23,725 | $993K | 0.0% | +141.2% | 0.241% | |
2/18/2025 | GTS Securities LLC | 84,308 | $3.53M | 0.2% | -1,224.1% | 1.519% | |
2/18/2025 | Novem Group | 4,821 | $202K | 0.0% | N/A | 0.087% | |
2/17/2025 | Quadcap Wealth Management LLC | 7,115 | $298K | 0.0% | N/A | 0.128% | |
2/17/2025 | Forefront Analytics LLC | 7,887 | $330K | 0.2% | -46.0% | 0.142% | |
2/17/2025 | Aptus Capital Advisors LLC | 10,843 | $454K | 0.0% | N/A | 0.195% | |
2/14/2025 | Two Sigma Securities LLC | 13,194 | $552K | 0.1% | N/A | 0.238% | |
2/14/2025 | Tower Research Capital LLC TRC | 36,766 | $1.54M | 0.0% | +436.6% | 0.662% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 16,372 | $729K | 0.0% | N/A | 0.295% | |
2/13/2025 | Envestnet Asset Management Inc. | 3,019,931 | $126.38M | 0.0% | +50,502.1% | 54.413% | |
2/12/2025 | JPMorgan Chase & Co. | 3,100 | $130K | 0.0% | -40.4% | 0.056% | |
2/11/2025 | Crowley Wealth Management Inc. | 69,200 | $2.90M | 2.6% | N/A | 1.247% | |
2/11/2025 | Simplex Trading LLC | 6,948 | $290K | 0.0% | -19.9% | 0.125% | |
2/11/2025 | Absolute Capital Management LLC | 22,738 | $954K | 0.5% | N/A | 0.410% | |
2/10/2025 | Axxcess Wealth Management LLC | 30,404 | $1.27M | 0.0% | N/A | 0.548% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 319,492 | $13.37M | 0.0% | N/A | 5.757% | |
2/10/2025 | EverSource Wealth Advisors LLC | 86,694 | $3.63M | 0.2% | N/A | 1.562% | |
2/7/2025 | Global View Capital Management LLC | 22,811 | $957K | 0.3% | N/A | 0.411% | |
2/7/2025 | Simplicity Wealth LLC | 90,572 | $3.79M | 0.8% | N/A | 1.632% | |
2/7/2025 | Personal CFO Solutions LLC | 365,348 | $15.29M | 3.0% | N/A | 6.583% | |
2/7/2025 | Larson Financial Group LLC | 1,600 | $67K | 0.0% | -38.5% | 0.029% | |
2/6/2025 | SP Asset Management LLC | 7,200 | $301K | 0.0% | -32.0% | 0.130% | |
2/6/2025 | Atria Investments Inc | 107,114 | $4.48M | 0.1% | N/A | 1.930% | |
2/6/2025 | Bard Associates Inc. | 18,015 | $754K | 0.3% | -9.1% | 0.325% | |
2/6/2025 | Meridian Wealth Management LLC | 40,946 | $1.71M | 0.1% | N/A | 0.738% | |
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2/5/2025 | US Bancorp DE | 5,341 | $224K | 0.0% | N/A | 0.096% | |
2/4/2025 | World Equity Group Inc. | 8,000 | $335K | 0.1% | N/A | 0.144% | |
2/3/2025 | Sigma Planning Corp | 5,384 | $225K | 0.0% | N/A | 0.097% | |
2/3/2025 | Capital Investment Counsel Inc | 45,199 | $1.89M | 0.3% | -16.0% | 0.814% | |
2/3/2025 | WealthBridge Capital Management LLC | 18,262 | $764K | 0.2% | N/A | 0.329% | |
2/3/2025 | Financial Management Network Inc. | 10,765 | $465K | 0.1% | N/A | 0.194% | |
1/31/2025 | Truist Financial Corp | 27,145 | $1.14M | 0.0% | N/A | 0.489% | |
1/30/2025 | Principal Securities Inc. | 5,744 | $240K | 0.0% | N/A | 0.103% | |
1/30/2025 | Aveo Capital Partners LLC | 29,802 | $1.25M | 0.1% | -75.9% | 0.537% | |
1/27/2025 | IMC Chicago LLC | 35,719 | $1.50M | 0.0% | N/A | 0.644% | |
1/21/2025 | Toth Financial Advisory Corp | 64,975 | $2.72M | 0.3% | +42.5% | 1.171% | |
1/21/2025 | Geneos Wealth Management Inc. | 1,477 | $62K | 0.0% | -32.2% | 0.027% | |
1/17/2025 | Veracity Capital LLC | 16,332 | $683K | 0.2% | N/A | 0.294% | |
1/14/2025 | Park Avenue Securities LLC | 196,887 | $8.24M | 0.1% | N/A | 3.548% | |
1/6/2025 | Silverleafe Capital Partners LLC | 8,220 | $344K | 0.1% | N/A | 0.148% | |
11/15/2024 | Quadrature Capital Ltd | 57,618 | $2.47M | 0.1% | N/A | 1.038% | |
11/15/2024 | Arizona PSPRS Trust | 5,004 | $215K | 0.0% | N/A | 0.090% | |
11/14/2024 | Flow Traders U.S. LLC | 6,658 | $286K | 0.0% | N/A | 0.120% | |
11/12/2024 | Larson Financial Group LLC | 2,603 | $112K | 0.0% | +62.7% | 0.047% | |
11/7/2024 | Peterson Financial Group Inc. | 3,421 | $147K | 0.6% | N/A | 0.062% | |
10/30/2024 | Clarity Capital Partners LLC | 5,106 | $219K | 0.1% | -64.1% | 0.092% | |
10/22/2024 | Capital Investment Counsel Inc | 53,796 | $2.31M | 0.3% | +1.3% | 0.969% | |
10/21/2024 | Toth Financial Advisory Corp | 45,602 | $1.96M | 0.2% | +51.4% | 0.822% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 7,264 | $312K | 0.1% | N/A | 0.131% | |
8/14/2024 | Squarepoint Ops LLC | 22,043 | $821K | 0.0% | N/A | 0.397% | |
8/9/2024 | Renaissance Technologies LLC | 12,100 | $450K | 0.0% | N/A | 0.218% | |
7/22/2024 | Capital Investment Counsel Inc | 53,115 | $1.98M | 0.3% | +50.3% | 0.957% | |
5/16/2024 | Innova Wealth Partners | 14,619 | $597K | 0.5% | +43.3% | 0.263% | |
5/3/2024 | Clarity Capital Partners LLC | 34,826 | $1.42M | 0.9% | +26.0% | 0.627% | |
4/25/2024 | Capital Investment Advisory Services LLC | 4,150 | $169K | 0.0% | +15.3% | 0.073% | |
4/16/2024 | Toth Financial Advisory Corp | 24,177 | $987K | 0.1% | +18.2% | 0.428% | |
2/20/2024 | Clarity Capital Partners LLC | 27,640 | $1.05M | 0.7% | N/A | 0.570% | |
2/14/2024 | Cassaday & Co Wealth Management LLC | 7,716 | $294K | 0.0% | -88.6% | 0.159% | |
2/13/2024 | Peapack Gladstone Financial Corp | 30,209 | $1.15M | 0.0% | N/A | 0.623% | |
2/13/2024 | Bard Associates Inc. | 20,025 | $762K | 0.3% | -3.8% | 0.413% | |
2/12/2024 | Harvest Investment Services LLC | 11,436 | $435K | 0.2% | +61.4% | 0.236% | |
2/9/2024 | Cassaday & Co Wealth Management LLC | 7,716 | $294K | 0.0% | -88.6% | 0.159% | |
2/9/2024 | Corient Private Wealth LLC | 26,069 | $992K | 0.0% | N/A | 0.538% | |
2/8/2024 | Kingsview Wealth Management LLC | 8,459 | $322K | 0.0% | N/A | 0.174% | |
2/8/2024 | Innova Wealth Partners | 10,201 | $388K | 0.3% | N/A | 0.210% | |
2/6/2024 | Aveo Capital Partners LLC | 345,468 | $13.15M | 1.6% | N/A | 7.123% | |
2/5/2024 | Capital Investment Counsel Inc | 35,340 | $1.35M | 0.2% | +18.2% | 0.729% | |
2/1/2024 | Capital Investment Advisory Services LLC | 3,600 | $137K | 0.0% | N/A | 0.074% | |
1/26/2024 | Toth Financial Advisory Corp | 20,452 | $778K | 0.1% | +35.5% | 0.422% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 8,592 | $327K | 0.0% | N/A | 0.177% | |
1/12/2024 | Guild Investment Management Inc. | 60,850 | $2.32M | 3.7% | N/A | 1.255% | |
11/14/2023 | Tower Research Capital LLC TRC | 39,503 | $1.19M | 0.0% | +641.8% | 0.814% | |
11/8/2023 | HighTower Advisors LLC | 18,250 | $552K | 0.0% | -42.5% | 0.376% | |
11/8/2023 | Fort Point Capital Partners LLC | 9,766 | $295K | 0.0% | -17.4% | 0.201% | |
11/2/2023 | Capital Investment Counsel Inc | 29,890 | $904K | 0.2% | +25.1% | 0.616% | |
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11/1/2023 | Simplex Trading LLC | 5,071 | $153K | 0.0% | N/A | 0.105% | |
10/24/2023 | Windsor Wealth Management Inc. | 26,036 | $787K | 0.1% | -10.4% | 0.537% | |
10/12/2023 | Toth Financial Advisory Corp | 15,095 | $456K | 0.1% | +28.4% | 0.311% | |
10/11/2023 | Geneos Wealth Management Inc. | 4,331 | $131K | 0.0% | -39.9% | 0.089% | |
8/11/2023 | Harvest Investment Services LLC | 10,618 | $365K | 0.2% | +57.7% | 0.219% | |
8/8/2023 | Geneos Wealth Management Inc. | 7,212 | $248K | 0.0% | -33.7% | 0.149% | |
8/8/2023 | Aveo Capital Partners LLC | 59,969 | $2.06M | 0.3% | N/A | 1.236% | |
8/7/2023 | Cassaday & Co Wealth Management LLC | 67,888 | $2.34M | 0.1% | +105.0% | 1.400% | |
7/28/2023 | Capital Investment Counsel Inc | 23,890 | $822K | 0.2% | +7.3% | 0.562% | |
7/12/2023 | Windsor Group LTD | 29,048 | $999K | 0.2% | -32.1% | 0.683% | |