7/25/2025 | Kellett Wealth Advisors LLC | 63,396 | $3.30M | 2.2% | +33.6% | 0.583% | |
7/25/2025 | Atria Wealth Solutions Inc. | 5,689 | $296K | 0.0% | -46.1% | 0.052% | |
7/25/2025 | CWM LLC | 252,581 | $13.13M | 0.0% | -55.9% | 2.322% | |
7/23/2025 | Eagle Strategies LLC | 6,777 | $352K | 0.1% | +6.2% | 0.062% | |
7/23/2025 | Valmark Advisers Inc. | 295,307 | $15.35M | 0.2% | +6.2% | 2.709% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,514 | $79K | 0.0% | N/A | 0.014% | |
7/18/2025 | Cooper Financial Group | 68,666 | $3.57M | 0.4% | +0.4% | 0.631% | |
7/18/2025 | Truist Financial Corp | 4,153 | $216K | 0.0% | -10.9% | 0.038% | |
7/17/2025 | Dopkins Wealth Management LLC | 45,081 | $2.34M | 1.1% | +60.6% | 0.414% | |
7/17/2025 | Janney Montgomery Scott LLC | 118,503 | $6.16M | 0.0% | -22.1% | 1.089% | |
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7/17/2025 | SFM LLC | 21,503 | $1.12M | 0.7% | -1.1% | 0.198% | |
7/15/2025 | Traction Financial Partners LLC | 158,750 | $8.25M | 5.6% | -9.8% | 1.459% | |
7/15/2025 | CHB Investment Group LLC | 26,725 | $1.39M | 0.7% | -1.2% | 0.246% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 37,440 | $2.00M | 0.0% | N/A | 0.344% | |
7/10/2025 | Marshall Financial Group LLC | 17,909 | $959K | 0.2% | -26.2% | 0.165% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 10,823 | $587K | 0.0% | -30.8% | 0.099% | |
7/9/2025 | Fermata Advisors LLC | 51,195 | $2.66M | 0.7% | -5.9% | 0.471% | |
7/2/2025 | HBW Advisory Services LLC | 25,014 | $1.30M | 0.2% | +10.9% | 0.211% | |
5/21/2025 | Geneos Wealth Management Inc. | 8,865 | $445K | 0.0% | -8.8% | 0.076% | |
5/19/2025 | Jane Street Group LLC | 10,370 | $521K | 0.0% | +62.7% | 0.088% | |
5/16/2025 | Arete Wealth Advisors LLC | 28,403 | $1.43M | 0.1% | -20.3% | 0.242% | |
5/16/2025 | Jones Financial Companies Lllp | 2,320 | $116K | 0.0% | -89.8% | 0.020% | |
5/16/2025 | AQR Capital Management LLC | 24,066 | $1.21M | 0.0% | +6.3% | 0.205% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 28,454 | $1.43M | 0.0% | +14.2% | 0.243% | |
5/15/2025 | Royal Bank of Canada | 98,626 | $4.95M | 0.0% | -8.1% | 0.841% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 104,874 | $5.27M | 0.0% | +7.3% | 0.894% | |
5/14/2025 | CW Advisors LLC | 123,587 | $6.20M | 0.1% | N/A | 1.054% | |
5/14/2025 | Flow Traders U.S. LLC | 7,594 | $381K | 0.0% | N/A | 0.065% | |
5/14/2025 | Andina Capital Management LLC | 11,178 | $561K | 0.4% | -21.1% | 0.095% | |
5/13/2025 | Raymond James Financial Inc. | 139,535 | $7.01M | 0.0% | -32.1% | 1.190% | |
5/13/2025 | HighTower Advisors LLC | 19,391 | $973K | 0.0% | -36.9% | 0.165% | |
5/12/2025 | Cooper Financial Group | 68,425 | $3.44M | 0.5% | +10.4% | 0.571% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 21,002 | $1.05M | 0.0% | -2.9% | 0.175% | |
5/9/2025 | Atria Wealth Solutions Inc. | 10,548 | $530K | 0.0% | -7.0% | 0.088% | |
5/9/2025 | Thoroughbred Financial Services LLC | 10,708 | $537K | 0.0% | -34.4% | 0.089% | |
5/9/2025 | Commonwealth Equity Services LLC | 603,994 | $30.32M | 0.0% | -13.8% | 5.037% | |
5/8/2025 | MONECO Advisors LLC | 73,494 | $3.69M | 0.4% | -26.1% | 0.613% | |
5/8/2025 | 360 Financial Inc. | 295,414 | $14.83M | 5.4% | +4.4% | 2.464% | |
5/7/2025 | N.E.W. Advisory Services LLC | 1,270 | $64K | 0.0% | N/A | 0.011% | |
5/7/2025 | LPL Financial LLC | 1,228,208 | $61.66M | 0.0% | -27.0% | 10.244% | |
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5/6/2025 | Cetera Investment Advisers | 73,391 | $3.68M | 0.0% | -29.1% | 0.612% | |
5/6/2025 | Avantax Advisory Services Inc. | 299,997 | $15.06M | 0.1% | +4.4% | 2.502% | |
5/5/2025 | Del Sette Capital Management LLC | 16,675 | $837K | 0.7% | -10.6% | 0.139% | |
5/5/2025 | Lowery Thomas LLC | 24,176 | $1.21M | 0.8% | -1.0% | 0.202% | |
5/5/2025 | Private Advisor Group LLC | 71,037 | $3.57M | 0.0% | +7.8% | 0.592% | |
5/2/2025 | Altman Advisors Inc. | 85,074 | $4.12M | 1.8% | +3.6% | 0.710% | |
5/2/2025 | Sigma Planning Corp | 7,240 | $363K | 0.0% | -4.7% | 0.060% | |
5/1/2025 | CWM LLC | 572,522 | $28.74M | 0.1% | -21.7% | 4.775% | |
5/1/2025 | Valued Wealth Advisors LLC | 26,400 | $1.33M | 0.8% | +47.9% | 0.220% | |
4/30/2025 | Principal Securities Inc. | 9,965 | $543K | 0.0% | +2.2% | 0.083% | |
4/30/2025 | Silverlake Wealth Management LLC | 5,369 | $270K | 0.1% | -27.0% | 0.045% | |
4/30/2025 | Stratos Wealth Partners LTD. | 31,571 | $1.59M | 0.0% | -23.3% | 0.263% | |
4/30/2025 | 49 Wealth Management LLC | 8,781 | $441K | 0.1% | -39.7% | 0.073% | |
4/29/2025 | Apex Wealth Management LLC | 34,063 | $1.71M | 1.5% | +0.8% | 0.284% | |
4/29/2025 | Envestnet Asset Management Inc. | 137,484 | $6.90M | 0.0% | +2.8% | 1.147% | |
4/29/2025 | Bestgate Wealth Advisors LLC | 29,685 | $1.49M | 3.1% | +5.0% | 0.248% | |
4/29/2025 | OneDigital Investment Advisors LLC | 6,567 | $330K | 0.0% | -88.5% | 0.055% | |
4/28/2025 | Private Trust Co. NA | 1,883 | $95K | 0.0% | -22.5% | 0.016% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 14,549 | $730K | 0.1% | +6.3% | 0.121% | |
4/23/2025 | Kellett Wealth Advisors LLC | 47,453 | $2.38M | 1.7% | +3.4% | 0.396% | |
4/23/2025 | Eagle Strategies LLC | 6,381 | $320K | 0.1% | +31.3% | 0.053% | |
4/23/2025 | Valmark Advisers Inc. | 278,053 | $13.96M | 0.2% | +3.8% | 2.319% | |
4/22/2025 | Dopkins Wealth Management LLC | 28,066 | $1.41M | 0.7% | +14.4% | 0.234% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 17,300 | $868K | 0.0% | -15.3% | 0.144% | |
4/22/2025 | OxenFree Capital LLC | 17,732 | $890K | 0.7% | +1.6% | 0.148% | |
4/21/2025 | Premier Path Wealth Partners LLC | 44,679 | $2.24M | 0.3% | +8.9% | 0.373% | |
4/17/2025 | Janney Montgomery Scott LLC | 152,098 | $7.64M | 0.0% | -6.4% | 1.193% | |
4/17/2025 | CHB Investment Group LLC | 27,063 | $1.36M | 0.7% | -3.1% | 0.212% | |
4/17/2025 | SFM LLC | 21,744 | $1.09M | 0.8% | N/A | 0.171% | |
4/16/2025 | Marshall Financial Group LLC | 24,280 | $1.22M | 0.3% | -45.8% | 0.190% | |
4/15/2025 | Traction Financial Partners LLC | 176,041 | $8.84M | 6.9% | -13.5% | 1.381% | |
4/14/2025 | Farther Finance Advisors LLC | 836 | $42K | 0.0% | +132.9% | 0.007% | |
4/14/2025 | Park Avenue Securities LLC | 4,473 | $225K | 0.0% | N/A | 0.035% | |
4/10/2025 | Fermata Advisors LLC | 54,379 | $2.73M | 0.5% | +7.5% | 0.427% | |
4/10/2025 | TruWealth Advisors LLC | 4,287 | $215K | 0.0% | -66.4% | 0.034% | |
4/9/2025 | RFG Advisory LLC | 12,611 | $633K | 0.0% | +32.9% | 0.099% | |
4/9/2025 | HBW Advisory Services LLC | 22,564 | $1.13M | 0.2% | +4.0% | 0.177% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 15,596 | $850K | 0.0% | +40.2% | 0.122% | |
2/27/2025 | Carolinas Wealth Consulting LLC | 4,838 | $264K | 0.0% | -31.6% | 0.037% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 8,871 | $483K | 0.3% | N/A | 0.068% | |
2/18/2025 | 49 Wealth Management LLC | 14,567 | $794K | 0.1% | -31.4% | 0.103% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 24,923 | $1.36M | 0.0% | +63.6% | 0.176% | |
2/17/2025 | Two Sigma Investments LP | 49,500 | $2.70M | 0.0% | -16.2% | 0.349% | |
2/17/2025 | CoreCap Advisors LLC | 2,280 | $124K | 0.0% | +26.1% | 0.016% | |
2/17/2025 | Cetera Investment Advisers | 103,503 | $5.64M | 0.0% | +3.8% | 0.729% | |
2/17/2025 | Bank of America Corp DE | 454,106 | $24.74M | 0.0% | -3.8% | 3.198% | |
2/17/2025 | Benjamin Edwards Inc. | 16,845 | $921K | 0.0% | -8.9% | 0.119% | |
2/17/2025 | Ameriprise Financial Inc. | 79,150 | $4.31M | 0.0% | -62.8% | 0.557% | |
2/17/2025 | Anderson Financial Strategies LLC | 117,454 | $6.40M | 3.9% | N/A | 0.827% | |
2/17/2025 | Apex Wealth Management LLC | 33,800 | $1.84M | 1.6% | N/A | 0.238% | |
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2/17/2025 | 360 Financial Inc. | 282,990 | $15.42M | 5.6% | +5.9% | 1.993% | |
2/14/2025 | Eagle Strategies LLC | 4,859 | $265K | 0.0% | N/A | 0.034% | |
2/14/2025 | Jane Street Group LLC | 6,373 | $347K | 0.0% | N/A | 0.045% | |
2/14/2025 | Integrated Wealth Concepts LLC | 14,082 | $767K | 0.0% | +8.3% | 0.099% | |
2/14/2025 | IHT Wealth Management LLC | 51,232 | $2.79M | 0.1% | +1.4% | 0.361% | |
2/14/2025 | OneDigital Investment Advisors LLC | 57,257 | $3.12M | 0.0% | -33.7% | 0.403% | |
2/14/2025 | MML Investors Services LLC | 135,268 | $7.37M | 0.0% | -18.1% | 0.953% | |
2/13/2025 | NewEdge Advisors LLC | 4,777 | $260K | 0.0% | +1,226.9% | 0.034% | |
2/13/2025 | Altman Advisors Inc. | 82,140 | $4.48M | 1.7% | +1.7% | 0.578% | |
2/13/2025 | Townsquare Capital LLC | 3,798 | $207K | 0.0% | -15.4% | 0.027% | |