8/6/2025 | Penserra Capital Management LLC | 423,299 | $17.46M | 0.2% | -8.0% | 13.025% | |
8/5/2025 | Bank of Montreal Can | 1,550 | $64K | 0.0% | N/A | 0.048% | |
8/1/2025 | FSA Advisors Inc. | 15,524 | $640K | 0.5% | +5.5% | 0.478% | |
8/1/2025 | Envestnet Asset Management Inc. | 176,669 | $7.29M | 0.0% | -1.6% | 5.436% | |
7/31/2025 | Pinnacle Wealth Management Group Inc. | 5,025 | $207K | 0.1% | N/A | 0.155% | |
7/30/2025 | Brookstone Capital Management | 18,219 | $752K | 0.0% | -96.8% | 0.561% | |
7/28/2025 | RFG Advisory LLC | 6,322 | $261K | 0.0% | -67.5% | 0.195% | |
7/24/2025 | IFP Advisors Inc | 970 | $40K | 0.0% | -29.2% | 0.030% | |
7/22/2025 | Berkshire Money Management Inc. | 20,749 | $856K | 0.1% | +6.8% | 0.638% | |
7/18/2025 | Truist Financial Corp | 6,175 | $255K | 0.0% | -35.4% | 0.190% | |
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7/17/2025 | Janney Montgomery Scott LLC | 17,643 | $728K | 0.0% | -3.5% | 0.543% | |
7/15/2025 | BCS Wealth Management | 8,582 | $354K | 0.1% | -13.7% | 0.264% | |
7/14/2025 | AdvisorNet Financial Inc | 2,248 | $93K | 0.0% | -45.5% | 0.069% | |
7/14/2025 | CRA Financial Services LLC | 9,005 | $371K | 0.1% | -2.7% | 0.277% | |
7/14/2025 | Buska Wealth Management LLC | 97,474 | $4.02M | 1.1% | -28.3% | 2.999% | |
7/11/2025 | Lantz Financial LLC | 10,405 | $429K | 0.1% | -2.5% | 0.320% | |
7/9/2025 | Fragasso Financial Advisors Inc | 33,946 | $1.40M | 0.1% | -7.8% | 1.044% | |
5/19/2025 | Jane Street Group LLC | 7,783 | $297K | 0.0% | -39.3% | 0.201% | |
5/15/2025 | OLD Mission Capital LLC | 23,499 | $897K | 0.0% | +4.1% | 0.590% | |
5/14/2025 | Kestra Advisory Services LLC | 24,315 | $929K | 0.0% | -6.0% | 0.611% | |
5/13/2025 | Raymond James Financial Inc. | 125,375 | $4.79M | 0.0% | -2.7% | 3.150% | |
5/13/2025 | Cresset Asset Management LLC | 30,238 | $1.16M | 0.0% | -10.1% | 0.760% | |
5/13/2025 | HighTower Advisors LLC | 33,944 | $1.30M | 0.0% | +3.3% | 0.853% | |
5/8/2025 | Harbour Investments Inc. | 3,768 | $144K | 0.0% | -19.2% | 0.095% | |
5/8/2025 | Arkadios Wealth Advisors | 20,246 | $773K | 0.0% | N/A | 0.509% | |
5/8/2025 | FSA Advisors Inc. | 14,716 | $562K | 0.4% | +82.6% | 0.370% | |
5/7/2025 | Vantage Financial Partners LLC | 6,474 | $247K | 0.1% | -13.7% | 0.163% | |
5/7/2025 | LPL Financial LLC | 64,970 | $2.48M | 0.0% | -4.5% | 1.632% | |
5/7/2025 | Caliber Wealth Management LLC KS | 6,671 | $255K | 0.0% | N/A | 0.168% | |
5/6/2025 | Cetera Investment Advisers | 44,668 | $1.71M | 0.0% | -5.1% | 1.122% | |
5/5/2025 | Kestra Private Wealth Services LLC | 42,845 | $1.64M | 0.0% | -4.0% | 1.077% | |
5/2/2025 | Acas LLC | 10,647 | $407K | 0.3% | +3.4% | 0.268% | |
5/2/2025 | Sigma Planning Corp | 24,922 | $952K | 0.0% | -4.1% | 0.626% | |
4/30/2025 | Cerity Partners LLC | 49,120 | $1.88M | 0.0% | +22.8% | 1.234% | |
4/29/2025 | Envestnet Asset Management Inc. | 179,477 | $6.85M | 0.0% | +1.2% | 4.509% | |
4/29/2025 | Penserra Capital Management LLC | 460,096 | $17.57M | 0.3% | +17.2% | 11.560% | |
4/29/2025 | Brookstone Capital Management | 577,180 | $22.04M | 0.3% | +8.3% | 14.502% | |
4/15/2025 | Chris Bulman Inc | 8,739 | $334K | 0.2% | -5.1% | 0.217% | |
4/9/2025 | Buska Wealth Management LLC | 135,945 | $5.19M | 1.6% | -4.5% | 3.373% | |
4/9/2025 | RFG Advisory LLC | 19,423 | $742K | 0.0% | -11.5% | 0.482% | |
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4/7/2025 | AdvisorNet Financial Inc | 4,123 | $157K | 0.0% | -39.1% | 0.102% | |
3/6/2025 | Wood Tarver Financial Group LLC | 1,127 | $44K | 0.0% | N/A | 0.026% | |
3/4/2025 | Buska Wealth Management LLC | 142,312 | $5.59M | 1.8% | -0.4% | 3.310% | |
2/18/2025 | Retirement Planning Group LLC | 9,731 | $382K | 0.0% | +11.2% | 0.344% | |
2/18/2025 | Orion Capital Management LLC | 940 | $37K | 0.0% | N/A | 0.033% | |
2/17/2025 | Visionary Wealth Advisors | 5,142 | $202K | 0.0% | N/A | 0.182% | |
2/17/2025 | Snowden Capital Advisors LLC | 15,763 | $619K | 0.0% | +14.5% | 0.557% | |
2/17/2025 | Global Assets Advisory LLC | 78,774 | $3.36M | 1.9% | N/A | 2.784% | |
2/17/2025 | CoreCap Advisors LLC | 24,452 | $960K | 0.0% | -39.0% | 0.864% | |
2/17/2025 | Cresset Asset Management LLC | 33,633 | $1.32M | 0.0% | +11.2% | 1.188% | |
2/17/2025 | Cetera Investment Advisers | 47,089 | $1.85M | 0.0% | +27.8% | 1.664% | |
2/14/2025 | Jane Street Group LLC | 12,815 | $503K | 0.0% | -53.4% | 0.453% | |
2/14/2025 | Bellwether Advisors LLC | 2,714 | $107K | 0.0% | N/A | 0.096% | |
2/14/2025 | Beacon Pointe Advisors LLC | 39,565 | $1.55M | 0.0% | +82.3% | 1.398% | |
2/14/2025 | Three Seasons Wealth LLC | 57,973 | $2.28M | 1.1% | N/A | 2.049% | |
2/14/2025 | WPWealth LLP | 5,893 | $231K | 0.0% | N/A | 0.208% | |
2/14/2025 | MML Investors Services LLC | 59,079 | $2.32M | 0.0% | +376.8% | 2.088% | |
2/13/2025 | First Commonwealth Financial Corp PA | 19,696 | $773K | 0.2% | +14.3% | 0.696% | |
2/13/2025 | Main Street Financial Solutions LLC | 6,140 | $241K | 0.0% | N/A | 0.217% | |
2/13/2025 | CreativeOne Wealth LLC | 8,522 | $335K | 0.0% | N/A | 0.301% | |
2/13/2025 | Raymond James Financial Inc. | 128,900 | $5.06M | 0.0% | N/A | 4.555% | |
2/13/2025 | Advisory Services Network LLC | 5,281 | $207K | 0.0% | N/A | 0.187% | |
2/13/2025 | Cerity Partners LLC | 40,009 | $1.57M | 0.0% | +156.0% | 1.414% | |
2/13/2025 | Trek Financial LLC | 6,980 | $274K | 0.0% | N/A | 0.247% | |
2/13/2025 | Envestnet Asset Management Inc. | 177,317 | $6.96M | 0.0% | +500.1% | 6.266% | |
2/12/2025 | Thoroughbred Financial Services LLC | 66,817 | $2.62M | 0.2% | -0.5% | 2.361% | |
2/12/2025 | OLD Mission Capital LLC | 22,581 | $887K | 0.0% | -24.7% | 0.798% | |
2/12/2025 | JPMorgan Chase & Co. | 1,324 | $52K | 0.0% | -83.1% | 0.047% | |
2/11/2025 | LPL Financial LLC | 68,005 | $2.67M | 0.0% | -25.2% | 2.403% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 18,450 | $725K | 0.3% | +7.0% | 0.652% | |
2/10/2025 | Commonwealth Equity Services LLC | 166,826 | $6.55M | 0.0% | +8.1% | 5.895% | |
2/7/2025 | HighTower Advisors LLC | 32,872 | $1.29M | 0.0% | +58.3% | 1.162% | |
2/7/2025 | Acas LLC | 10,297 | $413K | 0.3% | +7.1% | 0.364% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 16,533 | $649K | 0.1% | +19.2% | 0.584% | |
2/6/2025 | Raymond James Financial Inc. | 128,900 | $5.06M | 0.0% | N/A | 4.555% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 5,586 | $219K | 0.0% | +69.8% | 0.197% | |
2/5/2025 | SRS Capital Advisors Inc. | 14,391 | $565K | 0.0% | +8.2% | 0.509% | |
2/4/2025 | IFP Advisors Inc | 1,370 | $54K | 0.0% | +34.3% | 0.048% | |
2/3/2025 | Sigma Planning Corp | 26,001 | $1.02M | 0.0% | +1.4% | 0.919% | |
2/3/2025 | Concurrent Investment Advisors LLC | 16,148 | $634K | 0.0% | N/A | 0.571% | |
1/30/2025 | Principal Securities Inc. | 13,468 | $529K | 0.0% | +13.1% | 0.476% | |
1/30/2025 | WealthPlan Investment Management LLC | 170,141 | $6.68M | 0.7% | N/A | 6.012% | |
1/30/2025 | WealthPLAN Partners LLC | 98,367 | $3.86M | 0.5% | N/A | 3.476% | |
1/30/2025 | DHJJ Financial Advisors Ltd. | 10,252 | $403K | 0.2% | -9.2% | 0.362% | |
1/28/2025 | Kestra Private Wealth Services LLC | 44,649 | $1.75M | 0.0% | -19.3% | 1.578% | |
1/27/2025 | Beacon Financial Advisory LLC | 12,344 | $485K | 0.2% | +10.9% | 0.436% | |
1/27/2025 | John W. Brooker & Co. CPAs | 6,930 | $272K | 0.1% | N/A | 0.245% | |
1/27/2025 | Lion Street Advisors LLC | 5,253 | $206K | 0.1% | -14.1% | 0.186% | |
1/27/2025 | Stratos Wealth Advisors LLC | 5,370 | $211K | 0.0% | -11.6% | 0.190% | |
1/24/2025 | McAdam LLC | 13,877 | $545K | 0.0% | +12.3% | 0.490% | |
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1/24/2025 | Spire Wealth Management | 4,951 | $194K | 0.0% | N/A | 0.175% | |
1/24/2025 | My Personal CFO LLC | 66,810 | $2.62M | 1.3% | +31.1% | 2.361% | |
1/22/2025 | Foundations Investment Advisors LLC | 10,527 | $413K | 0.0% | N/A | 0.372% | |
1/21/2025 | Lantz Financial LLC | 10,677 | $419K | 0.1% | +95.8% | 0.377% | |
1/21/2025 | RFG Advisory LLC | 21,958 | $862K | 0.0% | +95.8% | 0.776% | |
1/17/2025 | Janney Montgomery Scott LLC | 18,291 | $718K | 0.0% | +72.7% | 0.646% | |
1/15/2025 | Krilogy Financial LLC | 12,189 | $479K | 0.0% | -9.9% | 0.431% | |
1/13/2025 | BCS Wealth Management | 9,947 | $391K | 0.1% | +21.7% | 0.351% | |
1/13/2025 | Fragasso Financial Advisors Inc | 36,819 | $1.45M | 0.1% | -16.5% | 1.301% | |
1/13/2025 | Brookstone Capital Management | 532,716 | $20.92M | 0.3% | +3,980.6% | 18.824% | |