4/24/2025 | Canvas Wealth Advisors LLC | 5,280 | $222K | 0.1% | N/A | 0.043% | |
4/24/2025 | Beacon Financial Advisory LLC | 5,939 | $265K | 0.1% | N/A | 0.048% | |
4/23/2025 | Chung Wu Investment Group LLC | 7,900 | $352K | 0.4% | -32.2% | 0.064% | |
4/23/2025 | Aurora Private Wealth Inc. | 5,067 | $226K | 0.0% | +5.3% | 0.041% | |
4/23/2025 | Balboa Wealth Partners | 7,250 | $323K | 0.1% | N/A | 0.058% | |
4/22/2025 | XML Financial LLC | 154,601 | $6.90M | 0.6% | +14.3% | 1.247% | |
4/22/2025 | Comprehensive Money Management Services LLC | 5,862 | $261K | 0.2% | +34.1% | 0.047% | |
4/22/2025 | Ellis Investment Partners LLC | 7,525 | $336K | 0.1% | N/A | 0.061% | |
4/22/2025 | Private Wealth Partners LLC | 13,000 | $580K | 0.0% | +6.1% | 0.105% | |
4/17/2025 | Mason & Associates Inc | 97,572 | $4.35M | 1.1% | +4.1% | 0.820% | |
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4/17/2025 | Forefront Wealth Management Inc. | 61,249 | $2.73M | 2.5% | +10.1% | 0.515% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 26,001 | $1.16M | 0.0% | +4.9% | 0.218% | |
4/11/2025 | GGM Financials LLC | 359,443 | $16.03M | 10.9% | +29.2% | 3.046% | |
4/10/2025 | Cathy Pareto & Associates Inc. | 4,507 | $201K | 0.2% | N/A | 0.038% | |
4/9/2025 | Castle Rock Wealth Management LLC | 10,400 | $462K | 0.1% | +24.3% | 0.090% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 24,783 | $1.22M | 0.0% | N/A | 0.306% | |
3/12/2025 | Centaurus Financial Inc. | 3,000 | $147K | 0.0% | N/A | 0.037% | |
3/5/2025 | Castle Rock Wealth Management LLC | 8,365 | $424K | 0.1% | +40.5% | 0.103% | |
3/4/2025 | Comprehensive Money Management Services LLC | 4,372 | $214K | 0.2% | N/A | 0.054% | |
2/18/2025 | Cornerstone Advisory LLC | 23,697 | $1.20M | 0.1% | +178.8% | 0.293% | |
2/17/2025 | Visionary Wealth Advisors | 12,355 | $606K | 0.0% | N/A | 0.153% | |
2/17/2025 | EP Wealth Advisors LLC | 157,639 | $7.73M | 0.1% | +1.0% | 1.946% | |
2/17/2025 | Citadel Advisors LLC | 12,752 | $625K | 0.0% | N/A | 0.157% | |
2/17/2025 | Cary Street Partners Financial LLC | 4,916 | $241K | 0.0% | N/A | 0.061% | |
2/14/2025 | MGO One Seven LLC | 133,292 | $6.54M | 0.2% | N/A | 1.646% | |
2/13/2025 | M Holdings Securities Inc. | 21,099 | $1.03M | 0.2% | +29.7% | 0.260% | |
2/13/2025 | Mariner LLC | 6,103 | $299K | 0.0% | +3.9% | 0.075% | |
2/12/2025 | RiverFront Investment Group LLC | 23,485 | $1.15M | 0.0% | -15.1% | 0.290% | |
2/12/2025 | Graney & King LLC | 22,514 | $1.10M | 0.8% | N/A | 0.278% | |
2/11/2025 | LPL Financial LLC | 395,447 | $19.39M | 0.0% | +33.3% | 4.882% | |
2/11/2025 | M Holdings Securities Inc. | 1,034 | $51K | 0.0% | -93.6% | 0.013% | |
2/11/2025 | Blueprint Investment Partners LLC | 98,496 | $4.83M | 0.8% | N/A | 1.216% | |
2/11/2025 | Forefront Wealth Management Inc. | 55,642 | $2.73M | 2.5% | N/A | 0.687% | |
2/10/2025 | Atlanta Consulting Group Advisors LLC | 4,807 | $236K | 0.1% | N/A | 0.059% | |
2/10/2025 | Patten & Patten Inc. TN | 123,953 | $6.08M | 0.4% | +21.1% | 1.530% | |
2/10/2025 | Commonwealth Equity Services LLC | 7,748 | $380K | 0.0% | +85.1% | 0.096% | |
2/7/2025 | HighTower Advisors LLC | 123,592 | $6.06M | 0.0% | +84.5% | 1.526% | |
2/7/2025 | Chung Wu Investment Group LLC | 11,650 | $571K | 0.6% | N/A | 0.144% | |
2/5/2025 | Private Trust Co. NA | 5,943 | $291K | 0.0% | +489.6% | 0.073% | |
2/3/2025 | Private Wealth Partners LLC | 12,250 | $601K | 0.0% | +36.1% | 0.151% | |
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2/3/2025 | Private Advisor Group LLC | 27,181 | $1.33M | 0.0% | +16.7% | 0.336% | |
1/31/2025 | Semus Wealth Partners LLC | 48,192 | $2.36M | 1.6% | +30.8% | 0.602% | |
1/31/2025 | Sanctuary Advisors LLC | 6,233 | $311K | 0.0% | N/A | 0.078% | |
1/29/2025 | CAP Partners LLC | 5,500 | $270K | 0.2% | N/A | 0.069% | |
1/29/2025 | GGM Financials LLC | 278,237 | $13.64M | 14.5% | +23.6% | 3.478% | |
1/27/2025 | Stratos Wealth Partners LTD. | 4,215 | $207K | 0.0% | N/A | 0.053% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 31,980 | $1.57M | 0.0% | -1.5% | 0.400% | |
1/22/2025 | Aurora Private Wealth Inc. | 4,812 | $236K | 0.2% | N/A | 0.062% | |
1/21/2025 | Avaii Wealth Management LLC | 6,437 | $316K | 0.2% | +14.0% | 0.084% | |
1/17/2025 | XML Financial LLC | 135,228 | $6.63M | 0.6% | +799.5% | 1.803% | |
1/16/2025 | M.E. Allison & CO. Inc. | 7,300 | $358K | 0.4% | N/A | 0.097% | |
1/14/2025 | Mason & Associates Inc | 93,712 | $4.60M | 1.1% | N/A | 1.302% | |
1/10/2025 | Graypoint LLC | 16,093 | $789K | 0.0% | N/A | 0.233% | |
11/18/2024 | Synergy Financial Group LTD | 6,711 | $322K | 0.3% | N/A | 0.134% | |
11/15/2024 | EP Wealth Advisors LLC | 156,018 | $7.48M | 0.1% | N/A | 3.120% | |
11/15/2024 | Jane Street Group LLC | 42,466 | $2.04M | 0.0% | +688.6% | 0.849% | |
11/15/2024 | HighTower Advisors LLC | 66,975 | $3.21M | 0.0% | +91.1% | 1.340% | |
11/12/2024 | M Holdings Securities Inc. | 16,266 | $780K | 0.2% | +142.1% | 0.325% | |
11/12/2024 | Great Valley Advisor Group Inc. | 4,800 | $230K | 0.0% | N/A | 0.096% | |
11/7/2024 | Semus Wealth Partners LLC | 36,855 | $1.77M | 1.2% | +22.7% | 0.737% | |
11/4/2024 | Patten & Patten Inc. TN | 102,384 | $4.91M | 0.3% | +97.5% | 2.048% | |
10/31/2024 | GGM Financials LLC | 225,062 | $10.79M | 9.3% | +3.7% | 4.689% | |
10/22/2024 | International Assets Investment Management LLC | 10,238 | $4.91M | 0.0% | N/A | 0.218% | |
10/22/2024 | Private Advisor Group LLC | 23,291 | $1.12M | 0.0% | +36.0% | 0.496% | |
10/16/2024 | Avaii Wealth Management LLC | 5,645 | $271K | 0.1% | N/A | 0.120% | |
10/9/2024 | Castle Rock Wealth Management LLC | 5,955 | $282K | 0.1% | N/A | 0.129% | |
8/8/2024 | Private Wealth Partners LLC | 9,000 | $432K | 0.0% | -10.0% | 0.250% | |
8/5/2024 | Private Advisor Group LLC | 17,120 | $822K | 0.0% | N/A | 0.476% | |
7/31/2024 | Semus Wealth Partners LLC | 30,046 | $1.44M | 1.1% | +191.4% | 0.858% | |
7/31/2024 | Mirae Asset Securities USA Inc. | 50,000 | $2.40M | 0.1% | N/A | 1.429% | |
7/31/2024 | Commonwealth Equity Services LLC | 217,456 | $10.44M | 0.0% | +3.6% | 6.213% | |
7/30/2024 | GGM Financials LLC | 217,007 | $10.42M | 9.6% | N/A | 6.200% | |
5/17/2024 | XML Financial LLC | 15,034 | $700K | 0.1% | N/A | 1.253% | |
5/11/2024 | Patten & Patten Inc. TN | 22,297 | $1.04M | 0.1% | N/A | 1.715% | |
5/9/2024 | Delta Investment Management LLC | 9,096 | $424K | 0.1% | N/A | 0.758% | |
5/8/2024 | Semus Wealth Partners LLC | 10,310 | $480K | 0.4% | N/A | 0.859% | |
4/29/2024 | Commonwealth Equity Services LLC | 209,827 | $9.77M | 0.0% | +3.9% | 16.141% | |
4/12/2024 | High Net Worth Advisory Group LLC | 7,000 | $326K | 0.1% | +16.7% | 0.636% | |