2/27/2025 | REAP Financial Group LLC | 5,477 | $196K | 0.0% | -29.1% | 0.106% | |
2/25/2025 | Armis Advisers LLC | 5,595 | $200K | 0.0% | N/A | 0.109% | |
2/19/2025 | Richmond Investment Services LLC | 8,333 | $298K | 0.2% | N/A | 0.162% | |
2/17/2025 | Snowden Capital Advisors LLC | 23,539 | $843K | 0.0% | -3.4% | 0.457% | |
2/17/2025 | Dunhill Financial LLC | 4,207 | $151K | 0.1% | -30.5% | 0.082% | |
2/17/2025 | Cetera Investment Advisers | 112,038 | $4.01M | 0.0% | +3.1% | 2.175% | |
2/17/2025 | Citadel Advisors LLC | 25,329 | $907K | 0.0% | N/A | 0.492% | |
2/17/2025 | Bank of America Corp DE | 31,811 | $1.14M | 0.0% | -13.7% | 0.618% | |
2/17/2025 | Benjamin Edwards Inc. | 26,843 | $961K | 0.0% | +63.2% | 0.521% | |
2/14/2025 | Jane Street Group LLC | 14,992 | $537K | 0.0% | -53.0% | 0.291% | |
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2/14/2025 | Coppell Advisory Solutions LLC | 93,438 | $3.38M | 0.5% | +16.9% | 1.814% | |
2/14/2025 | Susquehanna International Group LLP | 61,225 | $2.19M | 0.0% | -14.3% | 1.189% | |
2/14/2025 | Stifel Financial Corp | 10,365 | $371K | 0.0% | -2.5% | 0.201% | |
2/14/2025 | MML Investors Services LLC | 41,689 | $1.49M | 0.0% | +13.2% | 0.809% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 9,678 | $346K | 0.1% | N/A | 0.188% | |
2/13/2025 | Raymond James Financial Inc. | 106,545 | $3.82M | 0.0% | N/A | 2.069% | |
2/13/2025 | Envestnet Asset Management Inc. | 308,361 | $11.04M | 0.0% | +1.6% | 5.988% | |
2/13/2025 | Wells Fargo & Company MN | 160,165 | $5.74M | 0.0% | -50.9% | 3.110% | |
2/12/2025 | OneAscent Financial Services LLC | 20,325 | $728K | 0.1% | N/A | 0.395% | |
2/12/2025 | Tucker Asset Management LLC | 2,467 | $88K | 0.0% | +63.3% | 0.048% | |
2/12/2025 | Orion Portfolio Solutions LLC | 31,398 | $1.13M | 0.0% | +4.4% | 0.610% | |
2/12/2025 | JPMorgan Chase & Co. | 1,305 | $47K | 0.0% | -43.4% | 0.025% | |
2/11/2025 | LPL Financial LLC | 244,145 | $8.74M | 0.0% | -5.9% | 4.741% | |
2/10/2025 | Pitti Group Wealth Management LLC | 5,687 | $204K | 0.2% | N/A | 0.110% | |
2/10/2025 | Commonwealth Equity Services LLC | 53,537 | $1.92M | 0.0% | -4.1% | 1.040% | |
2/10/2025 | 1776 Wealth LLC | 10,613 | $380K | 0.2% | -5.8% | 0.206% | |
2/10/2025 | Avantax Advisory Services Inc. | 65,549 | $2.35M | 0.0% | +3.3% | 1.273% | |
2/7/2025 | PFG Advisors | 24,193 | $866K | 0.1% | +127.8% | 0.470% | |
2/6/2025 | Raymond James Financial Inc. | 106,545 | $3.82M | 0.0% | N/A | 2.069% | |
2/6/2025 | Atria Investments Inc | 26,244 | $940K | 0.0% | +18.0% | 0.510% | |
2/6/2025 | Assetmark Inc. | 107,122 | $3.84M | 0.0% | +18.3% | 2.080% | |
2/6/2025 | Synergy Investment Management LLC | 2,393 | $86K | 0.0% | N/A | 0.046% | |
2/4/2025 | Bank of New York Mellon Corp | 33,947 | $1.22M | 0.0% | -15.6% | 0.659% | |
2/4/2025 | IFP Advisors Inc | 28,606 | $1.03M | 0.0% | +6.7% | 0.555% | |
2/3/2025 | Concurrent Investment Advisors LLC | 10,571 | $379K | 0.0% | -4.1% | 0.205% | |
1/31/2025 | Atria Wealth Solutions Inc. | 22,157 | $794K | 0.0% | -29.2% | 0.430% | |
1/31/2025 | D.A. Davidson & CO. | 10,460 | $375K | 0.0% | -8.9% | 0.203% | |
1/31/2025 | Sanctuary Advisors LLC | 9,996 | $379K | 0.0% | +5.7% | 0.194% | |
1/30/2025 | Principal Securities Inc. | 2,875 | $103K | 0.0% | +22.4% | 0.056% | |
1/30/2025 | Vontobel Holding Ltd. | 152,978 | $5.48M | 0.0% | -0.2% | 2.970% | |
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1/28/2025 | Mainsail Financial Group LLC | 39,702 | $1.42M | 0.8% | -1.2% | 0.771% | |
1/23/2025 | Iams Wealth Management LLC | 16,833 | $603K | 0.3% | +2.8% | 0.327% | |
1/23/2025 | Gateway Wealth Partners LLC | 21,276 | $762K | 0.2% | +7.0% | 0.413% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 5,962 | $214K | 0.0% | N/A | 0.116% | |
1/21/2025 | RFG Advisory LLC | 6,620 | $237K | 0.0% | -4.2% | 0.129% | |
1/17/2025 | Janney Montgomery Scott LLC | 45,799 | $1.64M | 0.0% | +5.1% | 0.889% | |
1/14/2025 | SignalPoint Asset Management LLC | 22,415 | $803K | 0.2% | -10.4% | 0.435% | |
1/14/2025 | Park Avenue Securities LLC | 16,551 | $593K | 0.0% | +12.1% | 0.321% | |
12/26/2024 | JPMorgan Chase & Co. | 2,307 | $90K | 0.0% | +76.6% | 0.043% | |
11/25/2024 | Sanctuary Advisors LLC | 9,457 | $344K | 0.0% | +16.4% | 0.175% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 5,363 | $209K | 0.0% | N/A | 0.099% | |
11/15/2024 | MML Investors Services LLC | 36,814 | $1.43M | 0.0% | +9.3% | 0.682% | |
11/15/2024 | Dunhill Financial LLC | 6,055 | $236K | 0.1% | -44.4% | 0.112% | |
11/15/2024 | Orion Portfolio Solutions LLC | 30,087 | $1.17M | 0.0% | +14.0% | 0.557% | |
11/15/2024 | Jane Street Group LLC | 31,921 | $1.24M | 0.0% | -58.8% | 0.591% | |
11/15/2024 | Stifel Financial Corp | 10,636 | $414K | 0.0% | -3.0% | 0.197% | |
11/15/2024 | Pinnacle Family Advisors LLC | 5,373 | $209K | 0.1% | N/A | 0.100% | |
11/15/2024 | HighTower Advisors LLC | 5,413 | $210K | 0.0% | N/A | 0.100% | |
11/15/2024 | Benjamin Edwards Inc. | 16,451 | $641K | 0.0% | +702.5% | 0.305% | |
11/12/2024 | Great Valley Advisor Group Inc. | 6,442 | $251K | 0.0% | +9.1% | 0.119% | |
11/8/2024 | Prospera Financial Services Inc | 36,542 | $1.42M | 0.0% | +10.7% | 0.677% | |
11/6/2024 | 1776 Wealth LLC | 11,269 | $439K | 0.2% | -10.9% | 0.209% | |
11/5/2024 | Harbour Investments Inc. | 5,707 | $222K | 0.0% | -6.4% | 0.106% | |
11/1/2024 | Atria Investments Inc | 22,244 | $866K | 0.0% | +8.7% | 0.412% | |
11/1/2024 | Assetmark Inc. | 90,588 | $3.53M | 0.0% | +13.2% | 1.678% | |
10/31/2024 | Concurrent Investment Advisors LLC | 11,027 | $429K | 0.0% | +4.4% | 0.204% | |
10/29/2024 | Janney Montgomery Scott LLC | 43,595 | $1.70M | 0.0% | +2.1% | 0.807% | |
10/25/2024 | Gateway Wealth Partners LLC | 19,875 | $774K | 0.2% | +4.6% | 0.365% | |
10/23/2024 | Walker Asset Management LLC | 5,214 | $203K | 0.1% | N/A | 0.096% | |
10/22/2024 | Mainsail Financial Group LLC | 40,190 | $1.53M | 0.9% | -4.4% | 0.737% | |
10/16/2024 | HFG Advisors Inc. | 9,976 | $388K | 0.3% | -13.1% | 0.183% | |
10/11/2024 | Iams Wealth Management LLC | 16,367 | $637K | 0.3% | +17.5% | 0.300% | |
10/7/2024 | SignalPoint Asset Management LLC | 25,012 | $985K | 0.2% | -12.8% | 0.459% | |
10/3/2024 | Park Avenue Securities LLC | 14,767 | $575K | 0.0% | -4.7% | 0.271% | |
9/5/2024 | Sanctuary Advisors LLC | 8,127 | $304K | 0.0% | N/A | 0.148% | |
8/22/2024 | Cetera Investment Advisers | 111,820 | $4.12M | 0.0% | -2.8% | 2.033% | |
8/16/2024 | Gateway Wealth Partners LLC | 19,001 | $699K | 0.2% | +7.0% | 0.345% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,189 | $81K | 0.0% | -27.2% | 0.040% | |
8/13/2024 | AE Wealth Management LLC | 39,591 | $1.46M | 0.0% | +13.6% | 0.720% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 14,968 | $551K | 0.0% | +5.1% | 0.272% | |
8/12/2024 | RPg Family Wealth Advisory LLC | 19,774 | $728K | 0.2% | N/A | 0.360% | |
8/8/2024 | Envestnet Asset Management Inc. | 311,386 | $11.46M | 0.0% | -2.3% | 5.662% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 886 | $33K | 0.0% | N/A | 0.016% | |
8/2/2024 | FSB Premier Wealth Management Inc. | 5,473 | $201K | 0.1% | -24.7% | 0.100% | |
7/31/2024 | Commonwealth Equity Services LLC | 55,585 | $2.05M | 0.0% | -3.0% | 1.011% | |
7/31/2024 | IFG Advisory LLC | 6,190 | $228K | 0.0% | N/A | 0.113% | |
7/26/2024 | ABLE Financial Group LLC | 14,482 | $533K | 0.2% | -2.6% | 0.263% | |
7/26/2024 | Harbour Investments Inc. | 6,098 | $224K | 0.0% | -4.9% | 0.111% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 8,191 | $302K | 0.0% | +6.6% | 0.149% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 50,814 | $1.87M | 0.0% | +5.9% | 0.924% | |
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7/26/2024 | Signature Estate & Investment Advisors LLC | 7,118 | $262K | 0.0% | N/A | 0.129% | |
7/26/2024 | Bank of New York Mellon Corp | 43,053 | $1.59M | 0.0% | -1.0% | 0.783% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 3,636 | $134K | 0.0% | -14.4% | 0.066% | |
7/22/2024 | Atria Wealth Solutions Inc. | 23,731 | $874K | 0.0% | +2.2% | 0.431% | |
7/19/2024 | Raymond James & Associates | 40,978 | $1.51M | 0.0% | +3.1% | 0.732% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 25,892 | $953K | 0.0% | +1.2% | 0.462% | |
7/16/2024 | Mainsail Financial Group LLC | 42,042 | $1.55M | 0.9% | +14.1% | 0.751% | |
7/16/2024 | Great Valley Advisor Group Inc. | 5,906 | $217K | 0.0% | N/A | 0.105% | |
7/15/2024 | RFG Advisory LLC | 6,499 | $239K | 0.0% | +11.2% | 0.116% | |
7/13/2024 | HFG Advisors Inc. | 11,476 | $422K | 0.4% | -14.9% | 0.205% | |