8/29/2025 | Evolution Wealth Management Inc. | 7,296 | $268K | 0.3% | N/A | 0.126% | |
8/15/2025 | MML Investors Services LLC | 37,151 | $1.36M | 0.0% | -20.7% | 0.643% | |
8/14/2025 | Raymond James Financial Inc. | 370,049 | $13.57M | 0.0% | -18.7% | 6.402% | |
8/13/2025 | StoneX Group Inc. | 5,872 | $215K | 0.0% | N/A | 0.102% | |
8/12/2025 | MAI Capital Management | 19,117 | $701K | 0.0% | -5.9% | 0.331% | |
8/12/2025 | JPMorgan Chase & Co. | 53,874 | $1.98M | 0.0% | +5,060.3% | 0.932% | |
8/8/2025 | Cetera Investment Advisers | 132,193 | $4.85M | 0.0% | +15.6% | 2.287% | |
8/8/2025 | Advyzon Investment Management LLC | 10,148 | $372K | 0.1% | -23.8% | 0.176% | |
8/6/2025 | AE Wealth Management LLC | 2,163 | $79K | 0.0% | -55.4% | 0.037% | |
8/5/2025 | Integrity Financial Corp WA | 10,257 | $376K | 0.2% | -12.9% | 0.177% | |
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8/4/2025 | Spire Wealth Management | 8,092 | $297K | 0.0% | -40.5% | 0.140% | |
8/4/2025 | Arkadios Wealth Advisors | 5,650 | $207K | 0.0% | N/A | 0.098% | |
8/1/2025 | Envestnet Asset Management Inc. | 62,821 | $2.30M | 0.0% | +16.6% | 1.087% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 6,739 | $247K | 0.1% | -25.6% | 0.117% | |
7/29/2025 | Stephens Inc. AR | 7,365 | $270K | 0.0% | -95.5% | 0.127% | |
7/28/2025 | Uptick Partners LLC | 18,184 | $667K | 0.2% | +12.0% | 0.315% | |
7/28/2025 | Harbour Investments Inc. | 8,450 | $310K | 0.0% | -31.9% | 0.146% | |
7/25/2025 | Atria Wealth Solutions Inc. | 7,189 | $264K | 0.0% | -45.7% | 0.124% | |
7/25/2025 | MGO One Seven LLC | 29,662 | $1.09M | 0.0% | +35.2% | 0.513% | |
7/25/2025 | CWM LLC | 2,775 | $102K | 0.0% | -31.9% | 0.048% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,668 | $98K | 0.0% | N/A | 0.046% | |
7/21/2025 | Synergy Asset Management LLC | 7,391 | $271K | 0.0% | -48.8% | 0.128% | |
7/18/2025 | Truist Financial Corp | 16,488 | $605K | 0.0% | +4.3% | 0.285% | |
7/17/2025 | Janney Montgomery Scott LLC | 16,839 | $617K | 0.0% | -6.8% | 0.291% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 13,572 | $500K | 0.0% | -35.5% | 0.235% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,219 | $229K | 0.0% | N/A | 0.108% | |
7/7/2025 | Schulz Wealth LTD. | 101,020 | $3.70M | 2.8% | -0.8% | 1.748% | |
5/19/2025 | Jane Street Group LLC | 17,337 | $599K | 0.0% | +53.1% | 0.282% | |
5/15/2025 | MAI Capital Management | 20,320 | $702K | 0.0% | -76.2% | 0.330% | |
5/14/2025 | Kestra Advisory Services LLC | 278,658 | $9.62M | 0.0% | -6.3% | 4.531% | |
5/13/2025 | Raymond James Financial Inc. | 455,069 | $15.72M | 0.0% | -62.3% | 7.399% | |
5/9/2025 | Atria Wealth Solutions Inc. | 13,243 | $457K | 0.0% | -31.2% | 0.215% | |
5/9/2025 | Commonwealth Equity Services LLC | 462,491 | $15.97M | 0.0% | -21.0% | 7.520% | |
5/7/2025 | LPL Financial LLC | 67,315 | $2.33M | 0.0% | +10.1% | 1.095% | |
5/6/2025 | Cetera Investment Advisers | 114,317 | $3.95M | 0.0% | +0.3% | 1.859% | |
5/5/2025 | Kestra Private Wealth Services LLC | 15,425 | $533K | 0.0% | +3.4% | 0.251% | |
5/5/2025 | Archer Investment Corp | 46,865 | $1.62M | 0.4% | +54.7% | 0.762% | |
5/1/2025 | Stephens Inc. AR | 164,345 | $5.68M | 0.1% | -5.4% | 2.672% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 16,705 | $577K | 0.1% | -8.1% | 0.261% | |
4/29/2025 | Wood Tarver Financial Group LLC | 52,104 | $1.80M | 0.6% | +51.8% | 0.814% | |
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4/29/2025 | Envestnet Asset Management Inc. | 53,868 | $1.86M | 0.0% | +2.9% | 0.842% | |
4/23/2025 | Spire Wealth Management | 13,611 | $470K | 0.0% | -34.0% | 0.213% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 34,674 | $1.20M | 0.0% | +6.8% | 0.542% | |
4/22/2025 | Synergy Asset Management LLC | 14,438 | $499K | 0.1% | N/A | 0.226% | |
4/21/2025 | ORG Partners LLC | 10,000 | $346K | 0.1% | N/A | 0.156% | |
4/17/2025 | Janney Montgomery Scott LLC | 18,064 | $624K | 0.0% | +16.7% | 0.282% | |
4/14/2025 | Farther Finance Advisors LLC | 726 | $25K | 0.0% | N/A | 0.011% | |
4/7/2025 | AdvisorNet Financial Inc | 3,127 | $108K | 0.0% | N/A | 0.052% | |
3/6/2025 | Wood Tarver Financial Group LLC | 34,325 | $1.20M | 0.4% | N/A | 0.589% | |
2/27/2025 | REAP Financial Group LLC | 15,832 | $555K | 0.1% | -2.2% | 0.428% | |
2/18/2025 | Sunbelt Securities Inc. | 69,148 | $2.43M | 0.2% | +289.4% | 1.869% | |
2/17/2025 | CoreCap Advisors LLC | 7,387 | $259K | 0.0% | +19.3% | 0.200% | |
2/17/2025 | Cetera Investment Advisers | 114,015 | $4.00M | 0.0% | +12.3% | 3.081% | |
2/17/2025 | Citadel Advisors LLC | 8,528 | $299K | 0.0% | N/A | 0.230% | |
2/14/2025 | Jane Street Group LLC | 11,322 | $397K | 0.0% | -76.1% | 0.306% | |
2/13/2025 | CreativeOne Wealth LLC | 25,138 | $881K | 0.0% | +53.0% | 0.679% | |
2/13/2025 | Mariner LLC | 5,880 | $206K | 0.0% | N/A | 0.159% | |
2/13/2025 | Barclays PLC | 4,728 | $166K | 0.0% | N/A | 0.128% | |
2/13/2025 | Integrity Financial Corp WA | 11,774 | $413K | 0.2% | +32.2% | 0.318% | |
2/13/2025 | Raymond James Financial Inc. | 1,205,740 | $42.25M | 0.0% | N/A | 32.588% | |
2/12/2025 | OLD Mission Capital LLC | 31,687 | $1.11M | 0.0% | N/A | 0.856% | |
2/12/2025 | BlueChip Wealth Advisors LLC | 9,061 | $317K | 0.2% | N/A | 0.245% | |
2/11/2025 | Grantvest Financial Group LLC | 6,527 | $229K | 0.3% | N/A | 0.176% | |
2/11/2025 | LPL Financial LLC | 61,158 | $2.14M | 0.0% | +47.6% | 1.653% | |
2/10/2025 | Harbour Investments Inc. | 12,415 | $435K | 0.0% | +10.9% | 0.336% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 6,757 | $237K | 0.0% | N/A | 0.183% | |
2/10/2025 | Commonwealth Equity Services LLC | 585,088 | $20.50M | 0.0% | -0.5% | 15.813% | |
2/10/2025 | Avantax Advisory Services Inc. | 8,407 | $295K | 0.0% | N/A | 0.227% | |
2/7/2025 | Larson Financial Group LLC | 1,502 | $53K | 0.0% | -72.6% | 0.041% | |
2/6/2025 | Raymond James Financial Inc. | 1,205,740 | $42.25M | 0.0% | N/A | 32.588% | |
2/3/2025 | Advyzon Investment Management LLC | 13,316 | $467K | 0.2% | N/A | 0.360% | |
2/3/2025 | Legacy Solutions LLC | 6,894 | $242K | 0.3% | N/A | 0.186% | |
1/31/2025 | Atria Wealth Solutions Inc. | 19,239 | $674K | 0.0% | +218.5% | 0.520% | |
1/31/2025 | Truist Financial Corp | 12,420 | $435K | 0.0% | +107.8% | 0.336% | |
1/31/2025 | Americana Partners LLC | 299,716 | $10.50M | 0.4% | -10.4% | 8.100% | |
1/28/2025 | Stephens Inc. AR | 173,725 | $6.09M | 0.1% | -25.1% | 4.695% | |
1/28/2025 | Archer Investment Corp | 30,288 | $1.06M | 0.3% | +2.1% | 0.819% | |
1/24/2025 | Holistic Planning LLC | 16,369 | $574K | 0.2% | +23.4% | 0.442% | |
1/24/2025 | Spire Wealth Management | 20,637 | $723K | 0.0% | N/A | 0.558% | |
1/23/2025 | Gries Financial LLC | 9,673 | $339K | 0.1% | N/A | 0.261% | |
1/23/2025 | Milestone Asset Management LLC | 10,410 | $365K | 0.1% | N/A | 0.281% | |
1/17/2025 | Janney Montgomery Scott LLC | 15,479 | $542K | 0.0% | +35.4% | 0.418% | |
11/25/2024 | Sanctuary Advisors LLC | 6,241 | $219K | 0.0% | N/A | 0.169% | |
11/18/2024 | Sunbelt Securities Inc. | 17,757 | $614K | 0.1% | +773.4% | 0.480% | |
11/15/2024 | MML Investors Services LLC | 18,075 | $625K | 0.0% | N/A | 0.489% | |
11/15/2024 | Jane Street Group LLC | 47,377 | $1.64M | 0.0% | +62.7% | 1.280% | |
11/14/2024 | CreativeOne Wealth LLC | 16,433 | $568K | 0.0% | -43.4% | 0.444% | |
11/7/2024 | MAI Capital Management | 186,013 | $6.43M | 0.1% | N/A | 5.027% | |
11/6/2024 | Archer Investment Corp | 29,661 | $1.03M | 0.3% | +6,462.2% | 0.802% | |
11/5/2024 | WealthPLAN Partners LLC | 8,672 | $300K | 0.0% | N/A | 0.234% | |
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11/5/2024 | Harbour Investments Inc. | 11,195 | $387K | 0.0% | +134.9% | 0.303% | |
11/1/2024 | PFS Partners LLC | 876 | $30K | 0.0% | N/A | 0.024% | |
11/1/2024 | Holistic Planning LLC | 13,264 | $459K | 0.2% | +8.3% | 0.358% | |
10/28/2024 | Americana Partners LLC | 334,651 | $11.57M | 0.8% | +103.2% | 9.045% | |
10/28/2024 | Stephens Inc. AR | 232,040 | $8.02M | 0.1% | -1.1% | 6.271% | |
10/28/2024 | Summit Wealth Partners LLC | 44,460 | $1.54M | 0.3% | +5.2% | 1.202% | |
10/25/2024 | Schulz Wealth LTD. | 101,860 | $3.52M | 2.7% | +75.2% | 2.753% | |
10/18/2024 | Raymond James & Associates | 93,390 | $3.23M | 0.0% | +86.1% | 2.524% | |
10/8/2024 | CWM LLC | 4,074 | $141K | 0.0% | +13.9% | 0.110% | |
9/11/2024 | Summit Wealth Partners LLC | 42,244 | $1.43M | 0.3% | -7.7% | 1.142% | |