8/1/2025 | Envestnet Asset Management Inc. | 360,429 | $11.91M | 0.0% | +0.9% | 5.262% | |
7/28/2025 | Harbour Investments Inc. | 10,762 | $355K | 0.0% | +4.8% | 0.157% | |
7/25/2025 | Atria Wealth Solutions Inc. | 12,332 | $407K | 0.0% | -23.0% | 0.180% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 17,003 | $562K | 0.0% | -32.7% | 0.248% | |
7/24/2025 | IFP Advisors Inc | 39,926 | $1.32M | 0.0% | -2.3% | 0.583% | |
7/17/2025 | Janney Montgomery Scott LLC | 107,053 | $3.54M | 0.0% | -7.7% | 1.551% | |
7/17/2025 | Wagner Wealth Management LLC | 166,630 | $5.50M | 1.3% | +5.0% | 2.415% | |
7/15/2025 | Traction Financial Partners LLC | 6,663 | $220K | 0.1% | N/A | 0.097% | |
7/14/2025 | Iams Wealth Management LLC | 35,836 | $1.18M | 0.5% | -3.8% | 0.519% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 11,781 | $409K | 0.0% | -12.6% | 0.171% | |
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7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,065 | $35K | 0.0% | -22.0% | 0.015% | |
7/2/2025 | HBW Advisory Services LLC | 7,888 | $261K | 0.0% | +5.7% | 0.113% | |
5/16/2025 | Coppell Advisory Solutions LLC | 33,936 | $991K | 0.1% | -52.1% | 0.456% | |
5/16/2025 | NewEdge Advisors LLC | 21,074 | $641K | 0.0% | +784.3% | 0.283% | |
5/15/2025 | Royal Bank of Canada | 218,518 | $6.64M | 0.0% | -26.8% | 2.933% | |
5/14/2025 | Comerica Bank | 922 | $28K | 0.0% | N/A | 0.012% | |
5/14/2025 | Kestra Advisory Services LLC | 57,256 | $1.74M | 0.0% | +7.8% | 0.769% | |
5/13/2025 | Raymond James Financial Inc. | 247,167 | $7.51M | 0.0% | +82.4% | 3.318% | |
5/12/2025 | Benjamin Edwards Inc. | 37,421 | $1.14M | 0.0% | +33.9% | 0.502% | |
5/9/2025 | Atria Wealth Solutions Inc. | 16,012 | $487K | 0.0% | -7.6% | 0.215% | |
5/8/2025 | Private Advisory Group LLC | 20,285 | $617K | 0.1% | N/A | 0.272% | |
5/7/2025 | LPL Financial LLC | 526,603 | $16.01M | 0.0% | +102.9% | 7.068% | |
5/6/2025 | Assetmark Inc. | 116,049 | $3.53M | 0.0% | +5.1% | 1.558% | |
5/6/2025 | Cetera Investment Advisers | 132,570 | $4.03M | 0.0% | +19.4% | 1.779% | |
5/6/2025 | AE Wealth Management LLC | 44,684 | $1.36M | 0.0% | -3.8% | 0.600% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 6,764 | $206K | 0.1% | N/A | 0.091% | |
5/6/2025 | PFG Advisors | 53,609 | $1.63M | 0.1% | +67.3% | 0.720% | |
5/5/2025 | IFP Advisors Inc | 40,866 | $1.24M | 0.0% | N/A | 0.549% | |
5/5/2025 | OneAscent Financial Services LLC | 21,846 | $664K | 0.0% | +6.8% | 0.293% | |
5/2/2025 | Sigma Planning Corp | 6,993 | $213K | 0.0% | N/A | 0.094% | |
5/1/2025 | Gateway Wealth Partners LLC | 29,536 | $898K | 0.2% | N/A | 0.396% | |
4/30/2025 | TradeWell Securities LLC. | 218,597 | $6.65M | 3.7% | -3.2% | 2.934% | |
4/30/2025 | Synergy Investment Management LLC | 2,118 | $64K | 0.0% | N/A | 0.028% | |
4/29/2025 | Envestnet Asset Management Inc. | 357,224 | $10.86M | 0.0% | +6.6% | 4.795% | |
4/29/2025 | Bank of New York Mellon Corp | 37,123 | $1.13M | 0.0% | +3.1% | 0.498% | |
4/29/2025 | World Investment Advisors | 31,308 | $952K | 0.0% | N/A | 0.420% | |
4/29/2025 | OneDigital Investment Advisors LLC | 7,106 | $216K | 0.0% | N/A | 0.095% | |
4/28/2025 | D.A. Davidson & CO. | 17,528 | $533K | 0.0% | +115.0% | 0.235% | |
4/28/2025 | Arlington Trust Co LLC | 2,000 | $61K | 0.0% | N/A | 0.027% | |
4/23/2025 | International Assets Investment Management LLC | 9,728 | $296K | 0.0% | +29.6% | 0.131% | |
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4/22/2025 | Cambridge Investment Research Advisors Inc. | 86,657 | $2.63M | 0.0% | +13.5% | 1.163% | |
4/22/2025 | Nilsine Partners LLC | 38,068 | $1.16M | 0.1% | +7.3% | 0.511% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 25,262 | $768K | 0.0% | -6.2% | 0.339% | |
4/18/2025 | Wagner Wealth Management LLC | 158,719 | $4.83M | 1.2% | -5.5% | 2.159% | |
4/17/2025 | Janney Montgomery Scott LLC | 115,993 | $3.53M | 0.0% | +14.2% | 1.578% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 13,480 | $410K | 0.0% | -5.3% | 0.183% | |
4/16/2025 | Puff Wealth Management LLC | 32,148 | $977K | 0.9% | +6.7% | 0.437% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,365 | $41K | 0.0% | -42.3% | 0.018% | |
4/10/2025 | Iams Wealth Management LLC | 37,243 | $1.13M | 0.5% | N/A | 0.503% | |
4/9/2025 | RFG Advisory LLC | 7,206 | $219K | 0.0% | N/A | 0.097% | |
4/9/2025 | NBC Securities Inc. | 1,398 | $42K | 0.0% | +23,200.0% | 0.019% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,229 | $453K | 0.0% | N/A | 0.208% | |
2/17/2025 | Cetera Investment Advisers | 111,062 | $3.53M | 0.0% | +457.8% | 1.621% | |
2/17/2025 | Baird Financial Group Inc. | 10,348 | $329K | 0.0% | -16.1% | 0.151% | |
2/17/2025 | Bank of America Corp DE | 209,902 | $6.68M | 0.0% | +79.8% | 3.064% | |
2/17/2025 | Benjamin Edwards Inc. | 27,956 | $889K | 0.0% | N/A | 0.408% | |
2/17/2025 | BNP Paribas Financial Markets | 50,000 | $1.59M | 0.0% | N/A | 0.730% | |
2/14/2025 | Jane Street Group LLC | 8,435 | $268K | 0.0% | -9.6% | 0.123% | |
2/14/2025 | Coppell Advisory Solutions LLC | 70,897 | $2.27M | 0.3% | +1,720.7% | 1.035% | |
2/14/2025 | Stifel Financial Corp | 30,141 | $959K | 0.0% | N/A | 0.440% | |
2/14/2025 | Tower Research Capital LLC TRC | 4,498 | $143K | 0.0% | -69.4% | 0.066% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 4,626 | $156K | 0.0% | N/A | 0.068% | |
2/13/2025 | NewEdge Advisors LLC | 2,383 | $76K | 0.0% | -87.9% | 0.035% | |
2/13/2025 | Raymond James Financial Inc. | 135,523 | $4.31M | 0.0% | N/A | 1.978% | |
2/13/2025 | Envestnet Asset Management Inc. | 335,017 | $10.66M | 0.0% | N/A | 4.891% | |
2/13/2025 | Wells Fargo & Company MN | 284,113 | $9.04M | 0.0% | +313.9% | 4.148% | |
2/12/2025 | OneAscent Financial Services LLC | 20,448 | $650K | 0.1% | N/A | 0.299% | |
2/12/2025 | Orion Portfolio Solutions LLC | 26,298 | $837K | 0.0% | N/A | 0.384% | |
2/11/2025 | LPL Financial LLC | 259,479 | $8.25M | 0.0% | +10.7% | 3.788% | |
2/10/2025 | Harbour Investments Inc. | 10,052 | $320K | 0.0% | +223.0% | 0.147% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 26,921 | $856K | 0.0% | N/A | 0.393% | |
2/10/2025 | Commonwealth Equity Services LLC | 16,046 | $510K | 0.0% | +4.1% | 0.234% | |
2/7/2025 | Independent Advisor Alliance | 49,735 | $1.58M | 0.0% | N/A | 0.726% | |
2/7/2025 | Larson Financial Group LLC | 1,633 | $52K | 0.0% | +22.0% | 0.024% | |
2/6/2025 | Raymond James Financial Inc. | 135,523 | $4.31M | 0.0% | N/A | 1.978% | |
2/6/2025 | Atria Investments Inc | 27,135 | $863K | 0.0% | N/A | 0.396% | |
2/6/2025 | Assetmark Inc. | 110,408 | $3.51M | 0.0% | +24,112.3% | 1.612% | |
2/5/2025 | Sherman Asset Management Inc. | 870 | $28K | 0.0% | N/A | 0.013% | |
2/4/2025 | Bank of New York Mellon Corp | 35,997 | $1.15M | 0.0% | N/A | 0.526% | |
1/31/2025 | Atria Wealth Solutions Inc. | 17,326 | $551K | 0.0% | N/A | 0.263% | |
1/31/2025 | Truist Financial Corp | 76,011 | $2.42M | 0.0% | N/A | 1.152% | |
1/31/2025 | Sanctuary Advisors LLC | 9,228 | $317K | 0.0% | N/A | 0.140% | |
1/30/2025 | Principal Securities Inc. | 4,442 | $141K | 0.0% | +215.5% | 0.067% | |
1/30/2025 | Puff Wealth Management LLC | 30,118 | $958K | 1.6% | N/A | 0.456% | |
1/29/2025 | Wagner Wealth Management LLC | 167,920 | $5.34M | 1.4% | +0.5% | 2.544% | |
1/24/2025 | DAVENPORT & Co LLC | 15,623 | $497K | 0.0% | N/A | 0.237% | |
1/22/2025 | Nilsine Partners LLC | 35,489 | $1.13M | 0.1% | N/A | 0.538% | |
1/17/2025 | Secure Asset Management LLC | 229,155 | $7.29M | 1.1% | -2.1% | 3.609% | |
1/17/2025 | Janney Montgomery Scott LLC | 101,580 | $3.23M | 0.0% | +31.4% | 1.600% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,365 | $75K | 0.0% | +284.6% | 0.038% | |
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1/14/2025 | Park Avenue Securities LLC | 20,177 | $642K | 0.0% | N/A | 0.320% | |
1/10/2025 | HBW Advisory Services LLC | 7,807 | $248K | 0.0% | +4.6% | 0.130% | |
1/8/2025 | International Assets Investment Management LLC | 7,505 | $238K | 0.0% | N/A | 0.129% | |
11/15/2024 | Jane Street Group LLC | 9,334 | $271K | 0.0% | N/A | 0.275% | |
11/13/2024 | D.A. Davidson & CO. | 8,154 | $237K | 0.0% | +7.9% | 0.240% | |
11/4/2024 | Tyler Stone Wealth Management | 7,882 | $229K | 0.0% | +68.1% | 0.232% | |
10/29/2024 | Janney Montgomery Scott LLC | 77,319 | $2.25M | 0.0% | +2.9% | 2.274% | |
10/16/2024 | Secure Asset Management LLC | 234,152 | $6.81M | 1.1% | -17.0% | 6.328% | |
10/15/2024 | NBC Securities Inc. | 6,887 | $200K | 0.0% | -9.5% | 0.186% | |
10/11/2024 | Wagner Wealth Management LLC | 167,065 | $4.86M | 1.3% | +0.6% | 4.515% | |