8/15/2025 | Modern Wealth Management LLC | 47,423 | $675K | 0.0% | +7.2% | 0.692% | |
8/15/2025 | Bank of America Corp DE | 105,736 | $1.51M | 0.0% | +2.5% | 1.544% | |
8/14/2025 | Jane Street Group LLC | 42,626 | $607K | 0.0% | +80.3% | 0.622% | |
8/14/2025 | Raymond James Financial Inc. | 61,973 | $882K | 0.0% | -12.2% | 0.905% | |
8/13/2025 | Flow Traders U.S. LLC | 86,297 | $1.23M | 0.0% | +37.5% | 1.260% | |
8/13/2025 | Holos Integrated Wealth LLC | 18,672 | $269K | 0.2% | -33.7% | 0.273% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,789 | $25K | 0.0% | N/A | 0.026% | |
8/13/2025 | Lauer Wealth LLC | 32,200 | $463K | 0.4% | N/A | 0.470% | |
8/12/2025 | CreativeOne Wealth LLC | 12,404 | $177K | 0.0% | -72.6% | 0.181% | |
8/8/2025 | Rockefeller Capital Management L.P. | 26,449 | $376K | 0.0% | +43.4% | 0.386% | |
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8/8/2025 | Cetera Investment Advisers | 122,691 | $1.75M | 0.0% | -1.1% | 1.791% | |
8/7/2025 | PCG Wealth Advisors LLC | 80,182 | $1.14M | 0.6% | -7.8% | 1.171% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 19,180 | $273K | 0.1% | +9.3% | 0.280% | |
8/1/2025 | Envestnet Asset Management Inc. | 92,268 | $1.31M | 0.0% | -32.0% | 1.347% | |
7/30/2025 | D.A. Davidson & CO. | 69,330 | $987K | 0.0% | +8.0% | 1.012% | |
7/29/2025 | Koshinski Asset Management Inc. | 25,128 | $358K | 0.0% | -3.3% | 0.367% | |
7/28/2025 | Harbour Investments Inc. | 17,248 | $245K | 0.0% | -11.4% | 0.252% | |
7/25/2025 | Atria Wealth Solutions Inc. | 25,873 | $368K | 0.0% | +23.8% | 0.378% | |
7/24/2025 | Monument Capital Management | 40,242 | $573K | 0.1% | -15.5% | 0.587% | |
7/24/2025 | Columbia Advisory Partners LLC | 25,341 | $361K | 0.3% | -4.9% | 0.370% | |
7/21/2025 | Ameritas Advisory Services LLC | 9,481 | $135K | 0.0% | -16.1% | 0.138% | |
7/11/2025 | Quad Cities Investment Group LLC | 18,365 | $261K | 0.1% | -33.0% | 0.268% | |
7/10/2025 | Focus Financial Network Inc. | 18,255 | $260K | 0.0% | -10.2% | 0.266% | |
7/2/2025 | Crumly & Associates Inc. | 17,466 | $249K | 0.1% | N/A | 0.253% | |
7/1/2025 | Park National Corp OH | 299,010 | $4.26M | 0.1% | -7.6% | 4.333% | |
5/19/2025 | Jane Street Group LLC | 23,645 | $313K | 0.0% | -37.3% | 0.343% | |
5/15/2025 | Royal Bank of Canada | 324,318 | $4.29M | 0.0% | -5.4% | 4.700% | |
5/15/2025 | OLD Mission Capital LLC | 107,566 | $1.42M | 0.0% | +191.7% | 1.559% | |
5/14/2025 | CreativeOne Wealth LLC | 45,263 | $599K | 0.0% | -4.2% | 0.656% | |
5/14/2025 | Comerica Bank | 5,500 | $73K | 0.0% | +120.0% | 0.080% | |
5/14/2025 | Flow Traders U.S. LLC | 62,751 | $831K | 0.0% | -89.8% | 0.909% | |
5/9/2025 | Atria Wealth Solutions Inc. | 20,895 | $277K | 0.0% | +46.7% | 0.303% | |
5/8/2025 | Harbour Investments Inc. | 19,474 | $258K | 0.0% | -12.1% | 0.282% | |
5/7/2025 | LPL Financial LLC | 799,174 | $10.58M | 0.0% | -9.7% | 11.582% | |
5/6/2025 | Cetera Investment Advisers | 124,063 | $1.64M | 0.0% | -46.4% | 1.798% | |
5/6/2025 | AE Wealth Management LLC | 10,283 | $136K | 0.0% | -32.4% | 0.149% | |
5/5/2025 | Treasure Coast Financial Planning | 26,469 | $350K | 0.2% | +4.7% | 0.384% | |
5/5/2025 | PCG Wealth Advisors LLC | 86,997 | $1.15M | 0.4% | -23.8% | 1.261% | |
5/2/2025 | Independent Wealth Network Inc. | 15,208 | $201K | 0.1% | -10.0% | 0.220% | |
5/1/2025 | CWM LLC | 2,722 | $36K | 0.0% | +192.7% | 0.039% | |
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4/29/2025 | Envestnet Asset Management Inc. | 135,765 | $1.80M | 0.0% | +8.7% | 1.968% | |
4/28/2025 | D.A. Davidson & CO. | 64,193 | $850K | 0.0% | -3.2% | 0.930% | |
4/25/2025 | Koshinski Asset Management Inc. | 25,993 | $344K | 0.0% | -10.8% | 0.377% | |
4/25/2025 | Monument Capital Management | 47,643 | $631K | 0.2% | -10.9% | 0.690% | |
4/25/2025 | Waterfront Wealth Inc. | 12,840 | $170K | 0.0% | -17.1% | 0.186% | |
4/23/2025 | Global Assets Advisory LLC | 29,785 | $372K | 0.1% | +56.8% | 0.432% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 446,142 | $5.91M | 0.0% | -5.1% | 6.466% | |
4/15/2025 | Focus Financial Network Inc. | 20,324 | $269K | 0.0% | +15.2% | 0.295% | |
4/15/2025 | Columbia Advisory Partners LLC | 26,642 | $353K | 0.3% | -10.1% | 0.386% | |
4/9/2025 | RFG Advisory LLC | 10,897 | $144K | 0.0% | -95.5% | 0.158% | |
4/9/2025 | Quad Cities Investment Group LLC | 27,419 | $363K | 0.2% | -24.3% | 0.397% | |
4/2/2025 | Park National Corp OH | 323,678 | $4.29M | 0.2% | -0.7% | 3.900% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 15,169 | $182K | 0.0% | N/A | 0.183% | |
2/27/2025 | REAP Financial Group LLC | 23,811 | $286K | 0.1% | +3.8% | 0.287% | |
2/25/2025 | Armis Advisers LLC | 23,811 | $286K | 0.0% | N/A | 0.287% | |
2/24/2025 | Ameriflex Group Inc. | 2,700 | $34K | 0.0% | N/A | 0.033% | |
2/17/2025 | Cetera Investment Advisers | 231,321 | $2.78M | 0.0% | -23.0% | 2.787% | |
2/17/2025 | Citadel Advisors LLC | 36,695 | $441K | 0.0% | +281.6% | 0.442% | |
2/17/2025 | Bank of America Corp DE | 105,281 | $1.27M | 0.0% | +2.5% | 1.268% | |
2/14/2025 | Jane Street Group LLC | 37,694 | $453K | 0.0% | -30.5% | 0.454% | |
2/14/2025 | Comerica Bank | 2,500 | $30K | 0.0% | -41.4% | 0.030% | |
2/14/2025 | Susquehanna International Group LLP | 144,253 | $1.74M | 0.0% | +89.9% | 1.738% | |
2/14/2025 | Stifel Financial Corp | 34,746 | $418K | 0.0% | -25.3% | 0.419% | |
2/13/2025 | CreativeOne Wealth LLC | 47,225 | $568K | 0.0% | +2.6% | 0.569% | |
2/13/2025 | Rockefeller Capital Management L.P. | 18,407 | $221K | 0.0% | -6.0% | 0.222% | |
2/13/2025 | Raymond James Financial Inc. | 117,412 | $1.41M | 0.0% | N/A | 1.415% | |
2/13/2025 | Envestnet Asset Management Inc. | 124,894 | $1.50M | 0.0% | +2.6% | 1.505% | |
2/12/2025 | OLD Mission Capital LLC | 36,879 | $444K | 0.0% | -74.6% | 0.444% | |
2/12/2025 | FSB Premier Wealth Management Inc. | 12,153 | $146K | 0.1% | N/A | 0.146% | |
2/11/2025 | Modern Wealth Management LLC | 44,222 | $565K | 0.0% | N/A | 0.533% | |
2/11/2025 | LPL Financial LLC | 885,045 | $10.64M | 0.0% | -48.1% | 10.663% | |
2/10/2025 | Harbour Investments Inc. | 22,143 | $266K | 0.0% | -12.6% | 0.267% | |
2/10/2025 | Commonwealth Equity Services LLC | 278,338 | $3.35M | 0.0% | -15.5% | 3.353% | |
2/6/2025 | Raymond James Financial Inc. | 117,412 | $1.41M | 0.0% | N/A | 1.415% | |
2/3/2025 | Sigma Planning Corp | 16,128 | $194K | 0.0% | -84.5% | 0.194% | |
1/31/2025 | Treasure Coast Financial Planning | 25,290 | $304K | 0.2% | N/A | 0.305% | |
1/31/2025 | Atria Wealth Solutions Inc. | 14,241 | $171K | 0.0% | N/A | 0.172% | |
1/31/2025 | D.A. Davidson & CO. | 66,319 | $798K | 0.0% | -11.8% | 0.799% | |
1/31/2025 | Monument Capital Management | 53,455 | $643K | 0.2% | +2.1% | 0.644% | |
1/30/2025 | Principal Securities Inc. | 17,443 | $210K | 0.0% | -18.0% | 0.210% | |
1/30/2025 | Aveo Capital Partners LLC | 16,803 | $202K | 0.0% | -4.8% | 0.202% | |
1/30/2025 | Walkner Condon Financial Advisors LLC | 17,429 | $210K | 0.0% | +6.3% | 0.210% | |
1/29/2025 | Peterson Wealth Services | 9,034 | $109K | 0.0% | -34.6% | 0.109% | |
1/29/2025 | Focus Financial Network Inc. | 17,642 | $212K | 0.0% | +10.9% | 0.213% | |
1/21/2025 | Accel Wealth Management | 11,488 | $138K | 0.1% | -13.7% | 0.138% | |
1/21/2025 | PCG Wealth Advisors LLC | 114,239 | $1.37M | 0.5% | -11.4% | 1.376% | |
1/21/2025 | RFG Advisory LLC | 243,844 | $2.93M | 0.1% | +4.4% | 2.938% | |
1/17/2025 | Independent Wealth Network Inc. | 16,907 | $203K | 0.1% | -17.5% | 0.204% | |
1/17/2025 | Janney Montgomery Scott LLC | 17,157 | $206K | 0.0% | -15.7% | 0.207% | |
1/16/2025 | Koshinski Asset Management Inc. | 29,131 | $350K | 0.0% | +3.2% | 0.351% | |
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1/16/2025 | Cambridge Advisors Inc. | 18,770 | $226K | 0.1% | -9.9% | 0.226% | |
1/15/2025 | Ameritas Advisory Services LLC | 11,662 | $140K | 0.0% | -73.9% | 0.141% | |
1/14/2025 | Quad Cities Investment Group LLC | 36,204 | $435K | 0.2% | -30.1% | 0.436% | |
1/13/2025 | Columbia Advisory Partners LLC | 29,642 | $356K | 0.3% | +6.6% | 0.357% | |
1/8/2025 | Park National Corp OH | 326,108 | $3.92M | 0.1% | -3.6% | 3.664% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 13,031 | $177K | 0.0% | -78.9% | 0.130% | |
11/25/2024 | Sanctuary Advisors LLC | 22,519 | $296K | 0.0% | -46.4% | 0.225% | |
11/15/2024 | MML Investors Services LLC | 22,810 | $308K | 0.0% | -22.1% | 0.228% | |
11/15/2024 | Jane Street Group LLC | 54,199 | $731K | 0.0% | -63.0% | 0.542% | |
11/15/2024 | Stifel Financial Corp | 46,489 | $627K | 0.0% | -3.3% | 0.465% | |