8/29/2025 | Evolution Wealth Management Inc. | 21,396 | $916K | 1.1% | N/A | 0.322% | |
8/18/2025 | Geneos Wealth Management Inc. | 750 | $32K | 0.0% | +100.0% | 0.011% | |
8/15/2025 | Riggs Asset Managment Co. Inc. | 2,265 | $97K | 0.0% | N/A | 0.034% | |
8/14/2025 | Jane Street Group LLC | 21,037 | $901K | 0.0% | N/A | 0.316% | |
8/14/2025 | Ausdal Financial Partners Inc. | 121,341 | $5.20M | 0.3% | N/A | 1.825% | |
8/14/2025 | Raymond James Financial Inc. | 243,679 | $10.43M | 0.0% | -1.2% | 3.664% | |
8/13/2025 | Per Stirling Capital Management LLC. | 5,431 | $232K | 0.0% | N/A | 0.082% | |
8/13/2025 | StoneX Group Inc. | 30,207 | $1.29M | 0.1% | +56.7% | 0.454% | |
8/12/2025 | Insigneo Advisory Services LLC | 5,374 | $230K | 0.0% | N/A | 0.081% | |
8/12/2025 | JPMorgan Chase & Co. | 595 | $25K | 0.0% | -81.9% | 0.009% | |
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8/8/2025 | Cetera Investment Advisers | 81,803 | $3.50M | 0.0% | +60.9% | 1.230% | |
8/6/2025 | AE Wealth Management LLC | 1,877 | $80K | 0.0% | -71.8% | 0.028% | |
8/5/2025 | Integrity Financial Corp WA | 35,068 | $1.50M | 0.8% | +4.0% | 0.527% | |
8/4/2025 | AlphaStar Capital Management LLC | 15,525 | $665K | 0.0% | +16.8% | 0.233% | |
8/4/2025 | Kovack Advisors Inc. | 19,774 | $847K | 0.1% | N/A | 0.297% | |
8/4/2025 | Arbor Capital Management Inc. ADV | 7,610 | $327K | 0.3% | +31.2% | 0.114% | |
8/4/2025 | Spire Wealth Management | 6,581 | $282K | 0.0% | -75.1% | 0.099% | |
8/4/2025 | Buck Wealth Strategies LLC | 9,060 | $388K | 0.1% | N/A | 0.136% | |
8/1/2025 | Ferguson Shapiro LLC | 6,762 | $289K | 0.1% | N/A | 0.102% | |
8/1/2025 | Envestnet Asset Management Inc. | 170,776 | $7.31M | 0.0% | +126.6% | 2.568% | |
7/30/2025 | Strategic Blueprint LLC | 10,798 | $462K | 0.0% | +99.9% | 0.162% | |
7/28/2025 | Mutual Advisors LLC | 32,605 | $1.42M | 0.0% | +37.9% | 0.490% | |
7/28/2025 | Harbour Investments Inc. | 52,659 | $2.25M | 0.1% | +7.1% | 0.792% | |
7/28/2025 | RFG Advisory LLC | 11,846 | $507K | 0.0% | N/A | 0.178% | |
7/25/2025 | CWM LLC | 87,884 | $3.76M | 0.0% | +5.1% | 1.322% | |
7/23/2025 | Spectrum Asset Management Inc. NB CA | 139,416 | $5.97M | 2.6% | +1,472.7% | 2.096% | |
7/23/2025 | REAP Financial Group LLC | 186,195 | $7.97M | 1.9% | -19.2% | 2.800% | |
7/21/2025 | Precedent Wealth Partners LLC | 113,880 | $4.88M | 1.2% | N/A | 1.712% | |
7/21/2025 | Ameritas Advisory Services LLC | 13,640 | $584K | 0.0% | -12.5% | 0.205% | |
7/18/2025 | Wetzel Investment Advisors Inc. | 16,211 | $694K | 0.3% | -6.5% | 0.244% | |
7/18/2025 | Truist Financial Corp | 138,989 | $5.95M | 0.0% | +135.1% | 2.090% | |
7/17/2025 | Janney Montgomery Scott LLC | 132,236 | $5.66M | 0.0% | N/A | 1.989% | |
7/15/2025 | Retirement Guys Formula LLC | 4,989 | $214K | 0.1% | -17.2% | 0.075% | |
7/15/2025 | Santori & Peters Inc. | 14,713 | $630K | 0.2% | +68.4% | 0.221% | |
7/11/2025 | Farther Finance Advisors LLC | 27,212 | $1.17M | 0.0% | -4.4% | 0.409% | |
7/10/2025 | Signal Advisors Wealth LLC | 8,586 | $368K | 0.0% | +22.9% | 0.129% | |
7/8/2025 | Advance Capital Management Inc. | 9,025 | $386K | 0.0% | -5.0% | 0.136% | |
7/7/2025 | Nova Wealth Management Inc. | 12,061 | $516K | 0.4% | +23.7% | 0.181% | |
5/29/2025 | Nova Wealth Management Inc. | 9,748 | $386K | 0.3% | -10.3% | 0.173% | |
5/14/2025 | Kestra Advisory Services LLC | 215,951 | $8.55M | 0.0% | -0.5% | 3.822% | |
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5/13/2025 | Raymond James Financial Inc. | 246,605 | $9.77M | 0.0% | -50.0% | 4.365% | |
5/12/2025 | Sloy Dahl & Holst LLC | 22,580 | $894K | 0.2% | -6.8% | 0.400% | |
5/12/2025 | Integrity Financial Corp WA | 33,704 | $1.34M | 0.8% | -11.6% | 0.597% | |
5/8/2025 | Harbour Investments Inc. | 49,186 | $1.95M | 0.1% | -0.8% | 0.871% | |
5/8/2025 | Grantvest Financial Group LLC | 31,736 | $1.26M | 1.0% | -7.4% | 0.562% | |
5/6/2025 | Cetera Investment Advisers | 50,841 | $2.01M | 0.0% | -28.4% | 0.900% | |
5/6/2025 | Avantax Advisory Services Inc. | 5,746 | $228K | 0.0% | -7.8% | 0.102% | |
5/6/2025 | AE Wealth Management LLC | 6,664 | $264K | 0.0% | -39.5% | 0.118% | |
5/6/2025 | Ignite Planners LLC | 21,122 | $834K | 0.2% | -4.1% | 0.374% | |
5/5/2025 | IFP Advisors Inc | 1,570 | $62K | 0.0% | N/A | 0.028% | |
5/1/2025 | CWM LLC | 83,592 | $3.31M | 0.0% | -2.6% | 1.480% | |
4/29/2025 | Wood Tarver Financial Group LLC | 29,831 | $1.18M | 0.4% | -4.7% | 0.528% | |
4/29/2025 | Envestnet Asset Management Inc. | 75,373 | $2.99M | 0.0% | +34.8% | 1.334% | |
4/28/2025 | Mutual Advisors LLC | 23,641 | $922K | 0.0% | -3.5% | 0.418% | |
4/28/2025 | Private Trust Co. NA | 1,742 | $69K | 0.0% | -33.3% | 0.031% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 5,802 | $229K | 0.2% | +12.5% | 0.103% | |
4/24/2025 | Cambridge Advisors Inc. | 11,525 | $456K | 0.1% | -8.0% | 0.210% | |
4/23/2025 | Spire Wealth Management | 26,434 | $1.05M | 0.0% | -18.0% | 0.482% | |
4/22/2025 | Wetzel Investment Advisors Inc. | 17,347 | $687K | 0.3% | -5.6% | 0.317% | |
4/16/2025 | Spectrum Asset Management Inc. NB CA | 8,865 | $351K | 0.2% | -3.7% | 0.162% | |
4/14/2025 | Farther Finance Advisors LLC | 28,466 | $1.13M | 0.0% | +3,804.8% | 0.519% | |
4/11/2025 | Signal Advisors Wealth LLC | 6,986 | $277K | 0.0% | -35.4% | 0.127% | |
3/6/2025 | Wood Tarver Financial Group LLC | 31,293 | $1.27M | 0.4% | N/A | 0.510% | |
2/27/2025 | REAP Financial Group LLC | 248,363 | $10.12M | 2.5% | -2.0% | 6.209% | |
2/25/2025 | Armis Advisers LLC | 273,519 | $11.14M | 1.4% | N/A | 6.838% | |
2/17/2025 | Cetera Investment Advisers | 71,009 | $2.89M | 0.0% | -19.3% | 1.775% | |
2/14/2025 | Jane Street Group LLC | 5,545 | $226K | 0.0% | -69.7% | 0.139% | |
2/14/2025 | Two Sigma Securities LLC | 7,629 | $311K | 0.0% | N/A | 0.191% | |
2/13/2025 | Barclays PLC | 2,538 | $103K | 0.0% | +75.0% | 0.063% | |
2/13/2025 | Townsquare Capital LLC | 9,847 | $401K | 0.0% | -29.3% | 0.246% | |
2/13/2025 | Raymond James Financial Inc. | 492,977 | $20.08M | 0.0% | N/A | 12.324% | |
2/13/2025 | Envestnet Asset Management Inc. | 55,916 | $2.28M | 0.0% | +3.2% | 1.398% | |
2/12/2025 | OLD Mission Capital LLC | 34,933 | $1.42M | 0.0% | +39.5% | 0.873% | |
2/12/2025 | JPMorgan Chase & Co. | 2,744 | $112K | 0.0% | -74.5% | 0.069% | |
2/11/2025 | Grantvest Financial Group LLC | 34,277 | $1.40M | 1.6% | N/A | 0.857% | |
2/11/2025 | LPL Financial LLC | 23,255 | $947K | 0.0% | +16.8% | 0.581% | |
2/10/2025 | IMG Wealth Management Inc. | 5,940 | $242K | 0.2% | N/A | 0.149% | |
2/10/2025 | Harbour Investments Inc. | 49,586 | $2.02M | 0.1% | -11.0% | 1.240% | |
2/10/2025 | Commonwealth Equity Services LLC | 119,042 | $4.85M | 0.0% | -2.4% | 2.976% | |
2/10/2025 | Avantax Advisory Services Inc. | 6,231 | $254K | 0.0% | -21.2% | 0.156% | |
2/10/2025 | Farther Finance Advisors LLC | 729 | $30K | 0.0% | N/A | 0.018% | |
2/6/2025 | Raymond James Financial Inc. | 492,977 | $20.08M | 0.0% | N/A | 12.324% | |
1/31/2025 | Truist Financial Corp | 47,737 | $1.95M | 0.0% | -0.5% | 1.193% | |
1/30/2025 | Hickory Asset Management Inc. | 28,841 | $1.18M | 1.0% | N/A | 0.721% | |
1/24/2025 | Spire Wealth Management | 32,219 | $1.31M | 0.0% | -42.9% | 0.805% | |
1/23/2025 | Strategic Blueprint LLC | 5,533 | $225K | 0.0% | -16.1% | 0.138% | |
1/22/2025 | Wetzel Investment Advisors Inc. | 18,379 | $749K | 0.4% | -1.4% | 0.459% | |
1/21/2025 | Precedent Wealth Partners LLC | 160,471 | $6.54M | 2.1% | +0.4% | 4.012% | |
1/21/2025 | AlphaMark Advisors LLC | 1,215 | $49K | 0.0% | -53.5% | 0.030% | |
1/17/2025 | Mutual Advisors LLC | 24,491 | $1.01M | 0.0% | -12.7% | 0.612% | |
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1/15/2025 | Ameritas Advisory Services LLC | 15,592 | $635K | 0.0% | -13.3% | 0.390% | |
1/14/2025 | Signal Advisors Wealth LLC | 10,813 | $441K | 0.0% | -9.1% | 0.270% | |
12/26/2024 | JPMorgan Chase & Co. | 10,744 | $429K | 0.0% | -33.2% | 0.269% | |
11/19/2024 | Barclays PLC | 1,450 | $58K | 0.0% | N/A | 0.036% | |
11/18/2024 | Sunbelt Securities Inc. | 16,565 | $662K | 0.1% | -1.5% | 0.414% | |
11/15/2024 | Barclays PLC | 1,450 | $58K | 0.0% | N/A | 0.036% | |
11/15/2024 | Jane Street Group LLC | 18,299 | $731K | 0.0% | N/A | 0.457% | |
11/12/2024 | StoneX Group Inc. | 18,991 | $759K | 0.1% | -6.2% | 0.475% | |
11/12/2024 | Jim Saulnier & Associates LLC | 13,131 | $525K | 0.5% | N/A | 0.328% | |
11/12/2024 | Kingsview Wealth Management LLC | 91,414 | $3.65M | 0.1% | N/A | 2.285% | |