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% | |
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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% | |
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% | |
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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% | |
11/14/2024 | Flow Traders U.S. LLC | 33,447 | $451K | 0.0% | N/A | 0.334% | |
11/14/2024 | CreativeOne Wealth LLC | 46,037 | $621K | 0.0% | N/A | 0.460% | |
11/13/2024 | D.A. Davidson & CO. | 75,183 | $1.01M | 0.0% | -5.0% | 0.752% | |
11/5/2024 | Harbour Investments Inc. | 25,326 | $342K | 0.0% | -9.7% | 0.253% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 44,765 | $604K | 0.0% | -3.5% | 0.448% | |
10/28/2024 | Focus Financial Network Inc. | 15,912 | $215K | 0.0% | +7.6% | 0.156% | |
10/23/2024 | Cambridge Advisors Inc. | 20,836 | $281K | 0.1% | -12.0% | 0.204% | |
10/23/2024 | Global Assets Advisory LLC | 19,000 | $260K | 0.1% | N/A | 0.186% | |
10/23/2024 | Cherry Creek Investment Advisors Inc. | 14,453 | $195K | 0.1% | N/A | 0.142% | |
10/17/2024 | RFG Advisory LLC | 233,571 | $3.15M | 0.1% | +19.7% | 2.290% | |
10/16/2024 | Quad Cities Investment Group LLC | 51,790 | $699K | 0.4% | -25.3% | 0.508% | |
10/10/2024 | Koshinski Asset Management Inc. | 28,217 | $381K | 0.0% | -14.8% | 0.275% | |
9/5/2024 | Sanctuary Advisors LLC | 42,010 | $570K | 0.0% | N/A | 0.336% | |
8/22/2024 | Cetera Investment Advisers | 323,848 | $4.20M | 0.0% | +22.6% | 2.591% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 61,809 | $802K | 0.0% | -12.2% | 0.494% | |
8/13/2024 | Benjamin Edwards Inc. | 13,797 | $179K | 0.0% | -33.1% | 0.110% | |
8/6/2024 | Ausdal Financial Partners Inc. | 151,329 | $1.96M | 0.2% | -15.2% | 1.211% | |
8/1/2024 | Waterfront Wealth Inc. | 15,535 | $201K | 0.1% | N/A | 0.124% | |
7/31/2024 | Commonwealth Equity Services LLC | 1,546,989 | $20.06M | 0.0% | +1.0% | 12.376% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 46,374 | $601K | 0.0% | +3.8% | 0.371% | |
7/29/2024 | Ameritas Advisory Services LLC | 63,710 | $826K | 0.0% | -17.5% | 0.510% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 16,257 | $211K | 0.0% | -8.0% | 0.128% | |
7/26/2024 | Harbour Investments Inc. | 28,048 | $364K | 0.0% | -6.6% | 0.220% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 476,768 | $6.18M | 0.0% | -8.0% | 3.739% | |
7/19/2024 | Financial Partners Group Inc | 412,513 | $5.35M | 0.8% | -10.5% | 3.235% | |
7/19/2024 | Raymond James & Associates | 132,793 | $1.72M | 0.0% | -12.5% | 0.998% | |
7/16/2024 | PCG Wealth Advisors LLC | 146,930 | $1.91M | 0.8% | -15.9% | 1.105% | |
7/15/2024 | Park National Corp OH | 338,853 | $4.40M | 0.2% | +3.2% | 2.548% | |
7/15/2024 | RFG Advisory LLC | 195,198 | $2.53M | 0.1% | -4.8% | 1.468% | |
7/13/2024 | Quad Cities Investment Group LLC | 69,303 | $899K | 0.5% | -2.3% | 0.521% | |
7/12/2024 | Accel Wealth Management | 15,353 | $199K | 0.1% | -21.1% | 0.115% | |
7/11/2024 | Cambridge Advisors Inc. | 23,669 | $307K | 0.1% | -4.7% | 0.178% | |
5/24/2024 | Cetera Advisors LLC | 219,796 | $2.92M | 0.0% | +42.7% | 1.587% | |
5/24/2024 | Cetera Investment Advisers | 264,087 | $3.51M | 0.0% | +106.1% | 1.907% | |
5/20/2024 | Independent Wealth Network Inc. | 26,571 | $353K | 0.2% | -6.4% | 0.192% | |
5/17/2024 | Comerica Bank | 4,265 | $57K | 0.0% | -25.6% | 0.031% | |
5/16/2024 | Jane Street Group LLC | 393,753 | $5.23M | 0.0% | +14.0% | 2.843% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 70,379 | $889K | 0.0% | +17.9% | 0.508% | |
5/14/2024 | CreativeOne Wealth LLC | 44,698 | $593K | 0.0% | N/A | 0.323% | |
5/9/2024 | Koshinski Asset Management Inc. | 35,702 | $474K | 0.0% | -36.3% | 0.258% | |
5/1/2024 | Janney Montgomery Scott LLC | 24,367 | $323K | 0.0% | +4.7% | 0.176% | |
4/30/2024 | Arkadios Wealth Advisors | 225,715 | $3.00M | 0.2% | -8.1% | 1.630% | |
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4/29/2024 | Commonwealth Equity Services LLC | 1,532,421 | $20.34M | 0.0% | +3.8% | 11.064% | |
4/29/2024 | Benjamin Edwards Inc. | 20,619 | $274K | 0.1% | -10.2% | 0.149% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 518,325 | $6.88M | 0.0% | -6.5% | 3.742% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 159,883 | $2.12M | 0.0% | -37.3% | 1.154% | |
4/19/2024 | Accel Wealth Management | 19,450 | $258K | 0.1% | -12.5% | 0.140% | |
4/19/2024 | PCG Wealth Advisors LLC | 174,611 | $2.32M | 1.1% | -54.5% | 1.261% | |
4/19/2024 | Monument Capital Management | 57,698 | $766K | 0.2% | -3.8% | 0.412% | |
4/16/2024 | Cambridge Advisors Inc. | 24,845 | $330K | 0.1% | -16.0% | 0.177% | |
4/15/2024 | Columbia Advisory Partners LLC | 29,548 | $392K | 0.4% | -31.7% | 0.211% | |
4/13/2024 | Quad Cities Investment Group LLC | 70,906 | $941K | 0.5% | -1.6% | 0.506% | |