4/18/2025 | Insigneo Advisory Services LLC | 8,877 | $250K | 0.0% | +8.1% | 0.069% | |
4/17/2025 | Janney Montgomery Scott LLC | 17,730 | $499K | 0.0% | N/A | 0.139% | |
4/17/2025 | ORBA Wealth Advisors L.L.C. | 105,055 | $2.95M | 1.5% | +10.0% | 0.821% | |
4/17/2025 | BayBridge Capital Group LLC | 18,258 | $513K | 0.4% | +71.0% | 0.143% | |
4/16/2025 | Marshall Financial Group LLC | 14,210 | $400K | 0.1% | -8.8% | 0.111% | |
4/14/2025 | Pallas Capital Advisors LLC | 329,521 | $9.27M | 0.4% | N/A | 2.574% | |
4/14/2025 | Park Avenue Securities LLC | 51,398 | $1.45M | 0.0% | +8.3% | 0.402% | |
4/9/2025 | Advance Capital Management Inc. | 342,606 | $9.63M | 0.5% | N/A | 2.677% | |
3/3/2025 | SK Wealth Management LLC | 82,105 | $2.33M | 1.2% | +22.1% | 1.507% | |
2/17/2025 | Gotham Asset Management LLC | 10,466 | $297K | 0.0% | N/A | 0.192% | |
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2/17/2025 | Fullcircle Wealth LLC | 11,783 | $335K | 0.1% | N/A | 0.216% | |
2/17/2025 | Bank of America Corp DE | 110,634 | $3.14M | 0.0% | +281.1% | 2.030% | |
2/14/2025 | Coppell Advisory Solutions LLC | 30,852 | $875K | 0.1% | +58.0% | 0.566% | |
2/14/2025 | Elevatus Welath Management | 7,200 | $204K | 0.1% | N/A | 0.132% | |
2/13/2025 | NewEdge Advisors LLC | 16,206 | $460K | 0.0% | +7.8% | 0.297% | |
2/13/2025 | Insigneo Advisory Services LLC | 8,214 | $233K | 0.0% | N/A | 0.151% | |
2/13/2025 | Mariner LLC | 110,624 | $3.14M | 0.0% | N/A | 2.030% | |
2/13/2025 | Raymond James Financial Inc. | 667,798 | $18.94M | 0.0% | N/A | 12.253% | |
2/13/2025 | Advisory Services Network LLC | 38,177 | $1.08M | 0.0% | -2.4% | 0.700% | |
2/13/2025 | Rathbones Group PLC | 305,000 | $8.65M | 0.0% | N/A | 5.596% | |
2/13/2025 | Envestnet Asset Management Inc. | 294,758 | $8.36M | 0.0% | +7.4% | 5.408% | |
2/13/2025 | Wells Fargo & Company MN | 49,426 | $1.40M | 0.0% | N/A | 0.907% | |
2/12/2025 | World Investment Advisors | 31,994 | $908K | 0.0% | +1.9% | 0.587% | |
2/12/2025 | OLD Mission Capital LLC | 27,418 | $778K | 0.0% | N/A | 0.503% | |
2/12/2025 | Orion Portfolio Solutions LLC | 91,614 | $2.60M | 0.0% | +8.6% | 1.681% | |
2/11/2025 | Congress Wealth Management LLC DE | 100,446 | $2.85M | 0.0% | +981.1% | 1.843% | |
2/11/2025 | LPL Financial LLC | 337,343 | $9.57M | 0.0% | +95.8% | 6.190% | |
2/11/2025 | ZEGA Investments LLC | 325,881 | $9.31M | 2.3% | N/A | 5.979% | |
2/10/2025 | Collaborative Wealth Managment Inc. | 65,203 | $1.85M | 0.8% | +43.4% | 1.196% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 55,741 | $1.58M | 0.0% | +13.1% | 1.023% | |
2/10/2025 | Clearstead Trust LLC | 6,663 | $189K | 0.0% | +46.3% | 0.122% | |
2/7/2025 | HighTower Advisors LLC | 23,670 | $671K | 0.0% | -58.2% | 0.434% | |
2/7/2025 | Moors & Cabot Inc. | 8,610 | $244K | 0.0% | N/A | 0.158% | |
2/6/2025 | Raymond James Financial Inc. | 667,798 | $18.94M | 0.0% | N/A | 12.253% | |
2/5/2025 | Sharkey Howes & Javer | 93,278 | $2.65M | 0.4% | +73.9% | 1.712% | |
2/5/2025 | Hanover Advisors Inc. | 47,947 | $1.36M | 0.6% | +20.9% | 0.880% | |
2/5/2025 | Providence First Trust Co | 4,000 | $113K | 0.0% | N/A | 0.073% | |
2/5/2025 | ORBA Wealth Advisors L.L.C. | 95,474 | $2.71M | 1.4% | +4.8% | 1.752% | |
2/3/2025 | Thompson Davis & CO. Inc. | 37,403 | $1.06M | 0.7% | +3.1% | 0.686% | |
2/3/2025 | Auour Investments LLC | 76,609 | $2.19M | 0.8% | -0.8% | 1.406% | |
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1/29/2025 | Fairman Group LLC | 5,275 | $150K | 0.1% | +49.6% | 0.097% | |
1/29/2025 | Harbor Advisory Corp MA | 76,082 | $2.16M | 0.7% | -8.2% | 1.396% | |
1/29/2025 | Ocean Park Asset Management LLC | 89,800 | $2.55M | 0.1% | N/A | 1.648% | |
1/28/2025 | BayBridge Capital Group LLC | 10,676 | $303K | 0.2% | N/A | 0.196% | |
1/27/2025 | Hedeker Wealth LLC | 206,241 | $5.85M | 1.5% | -1.6% | 3.784% | |
1/27/2025 | NovaPoint Capital LLC | 11,804 | $335K | 0.1% | +6.3% | 0.217% | |
1/24/2025 | Concord Wealth Partners | 542,448 | $15.39M | 2.5% | N/A | 9.953% | |
1/24/2025 | Concord Asset Management LLC VA | 535,170 | $15.18M | 3.3% | N/A | 9.820% | |
1/23/2025 | Luken Investment Analytics LLC | 472,080 | $13.39M | 6.2% | -2.6% | 8.662% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 52,000 | $1.48M | 0.1% | N/A | 0.954% | |
1/21/2025 | Marshall Financial Group LLC | 15,573 | $442K | 0.1% | +8.7% | 0.286% | |
1/17/2025 | Sheets Smith Wealth Management | 33,113 | $939K | 0.1% | +1.7% | 0.608% | |
1/14/2025 | BluePath Capital Management LLC | 10,985 | $312K | 0.2% | +7.0% | 0.202% | |
1/14/2025 | Park Avenue Securities LLC | 47,479 | $1.35M | 0.0% | N/A | 0.871% | |
1/13/2025 | Cooper Financial Group | 20,003 | $567K | 0.1% | -1.8% | 0.367% | |
12/30/2024 | SK Wealth Management LLC | 67,221 | $1.91M | 0.8% | N/A | 1.233% | |
12/26/2024 | JPMorgan Chase & Co. | 4,880 | $140K | 0.0% | N/A | 0.090% | |
11/25/2024 | World Investment Advisors LLC | 31,394 | $901K | 0.0% | +7.6% | 0.576% | |
11/20/2024 | Virtu Financial LLC | 164,623 | $4.73M | 0.3% | N/A | 3.021% | |
11/15/2024 | Orion Portfolio Solutions LLC | 84,373 | $2.42M | 0.1% | +9.8% | 1.548% | |
11/15/2024 | Zega Financial LLC | 296,581 | $8.51M | 1.3% | +12.8% | 5.442% | |
11/15/2024 | Jane Street Group LLC | 48,200 | $1.38M | 0.0% | +12.7% | 0.884% | |
11/15/2024 | HighTower Advisors LLC | 56,690 | $1.63M | 0.0% | +3.8% | 1.040% | |
11/8/2024 | Thompson Davis & CO. Inc. | 36,291 | $1.04M | 0.8% | +45.7% | 0.666% | |
11/1/2024 | Sheets Smith Wealth Management | 32,574 | $935K | 0.1% | -2.8% | 0.598% | |
10/30/2024 | Auour Investments LLC | 77,248 | $2.21M | 0.8% | -2.6% | 1.417% | |
10/29/2024 | Luken Investment Analytics LLC | 484,609 | $13.91M | 6.4% | +3.1% | 8.892% | |
10/29/2024 | BluePath Capital Management LLC | 10,267 | $295K | 0.2% | +18.8% | 0.188% | |
10/25/2024 | Hedeker Wealth LLC | 209,610 | $6.02M | 1.6% | +1.0% | 3.846% | |
10/23/2024 | Fairman Group LLC | 3,525 | $101K | 0.1% | N/A | 0.065% | |
10/22/2024 | International Assets Investment Management LLC | 4,019 | $115K | 0.0% | +1,813.8% | 0.074% | |
10/21/2024 | Harbor Advisory Corp MA | 82,848 | $2.38M | 0.8% | -1.4% | 1.520% | |
10/21/2024 | Sharkey Howes & Javer | 53,632 | $1.54M | 0.2% | N/A | 0.984% | |
10/18/2024 | Raymond James & Associates | 102,763 | $2.95M | 0.0% | +49.5% | 1.886% | |
10/18/2024 | NovaPoint Capital LLC | 11,104 | $319K | 0.1% | -13.7% | 0.204% | |
10/10/2024 | RFG Holdings Inc. | 20,039 | $575K | 0.2% | -2.4% | 0.368% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 91,100 | $2.62M | 1.3% | N/A | 1.672% | |
10/8/2024 | CWM LLC | 66,344 | $1.90M | 0.0% | +325.8% | 1.217% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 14,700 | $415K | 0.0% | N/A | 0.270% | |
8/13/2024 | AE Wealth Management LLC | 88,001 | $2.49M | 0.0% | +0.7% | 1.615% | |
8/12/2024 | Zega Financial LLC | 262,931 | $7.43M | 1.3% | +2.0% | 4.824% | |
8/10/2024 | L & S Advisors Inc | 24,646 | $696K | 0.1% | -3.4% | 0.452% | |
8/9/2024 | Collaborative Wealth Managment Inc. | 33,744 | $954K | 0.5% | +29.5% | 0.619% | |
8/8/2024 | Envestnet Asset Management Inc. | 221,217 | $6.25M | 0.0% | +24.9% | 4.059% | |
8/8/2024 | Luken Investment Analytics LLC | 470,028 | $13.28M | 6.7% | +17.4% | 8.624% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 42,217 | $1.19M | 0.0% | +4.5% | 0.775% | |
7/23/2024 | Thompson Davis & CO. Inc. | 24,907 | $704K | 0.6% | +58.6% | 0.457% | |
7/20/2024 | Auour Investments LLC | 79,332 | $2.24M | 0.8% | -8.0% | 1.456% | |
7/19/2024 | Marshall Financial Group LLC | 14,029 | $396K | 0.1% | -3.7% | 0.257% | |
7/19/2024 | Raymond James & Associates | 68,734 | $1.94M | 0.0% | +17.2% | 1.261% | |
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7/19/2024 | Hedeker Wealth LLC | 207,537 | $5.87M | 1.7% | -1.1% | 3.808% | |
7/18/2024 | Gradient Investments LLC | 2,636 | $74K | 0.0% | N/A | 0.048% | |
7/15/2024 | RFG Holdings Inc. | 20,525 | $580K | 0.2% | -97.0% | 0.377% | |
7/13/2024 | LPF Advisors LLC | 7,298 | $206K | 0.2% | -6.8% | 0.134% | |
7/10/2024 | Redmont Wealth Advisors LLC | 7,358 | $208K | 0.3% | -12.8% | 0.135% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 12,601 | $358K | 0.1% | N/A | 0.231% | |
5/9/2024 | Great Lakes Retirement Inc. | 21,895 | $621K | 0.1% | +51.5% | 0.402% | |
5/9/2024 | Zega Financial LLC | 257,865 | $7.32M | 2.5% | -1.4% | 4.731% | |
5/8/2024 | Sheets Smith Wealth Management | 30,292 | $860K | 0.1% | +15.5% | 0.566% | |
5/7/2024 | LPF Advisors LLC | 7,831 | $222K | 0.2% | -6.3% | 0.146% | |