8/1/2025 | Envestnet Asset Management Inc. | 4,701 | $1.12M | 0.0% | +5.7% | 0.456% | |
7/22/2025 | Belpointe Asset Management LLC | 3,807 | $909K | 0.0% | -3.3% | 0.370% | |
7/21/2025 | Ameritas Advisory Services LLC | 568 | $136K | 0.0% | N/A | 0.055% | |
7/16/2025 | CX Institutional | 1,290 | $308K | 0.0% | -19.3% | 0.125% | |
7/15/2025 | Optima Capital LLC | 4,507 | $1.08M | 0.6% | +16.2% | 0.438% | |
7/11/2025 | CX Institutional | 1,290 | $308K | 0.0% | -19.3% | 0.125% | |
7/9/2025 | Keystone Wealth Services LLC | 2,261 | $540K | 0.1% | -43.5% | 0.220% | |
7/7/2025 | Investors Research Corp | 1,542 | $368K | 0.1% | -31.3% | 0.150% | |
6/13/2025 | Optima Capital LLC | 3,877 | $875K | 0.6% | +38.9% | 0.373% | |
6/2/2025 | Modern Wealth Management LLC | 7,542 | $1.70M | 0.1% | +1.1% | 0.725% | |
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5/22/2025 | WBI Investments LLC | 1,670 | $377K | 0.1% | -44.9% | 0.161% | |
5/20/2025 | Belpointe Asset Management LLC | 3,938 | $889K | 0.0% | N/A | 0.379% | |
5/20/2025 | Integrity Alliance LLC. | 3,400 | $768K | 0.0% | N/A | 0.327% | |
5/16/2025 | Goldman Sachs Group Inc. | 11,568 | $2.61M | 0.0% | -16.3% | 1.112% | |
5/16/2025 | Jones Financial Companies Lllp | 47,845 | $10.80M | 0.0% | +11,401.2% | 4.600% | |
5/15/2025 | Royal Bank of Canada | 1,694 | $382K | 0.0% | +24.4% | 0.163% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,513 | $793K | 0.0% | -14.6% | 0.338% | |
5/13/2025 | Comprehensive Wealth Management LLC | 6,029 | $1.36M | 0.9% | +17.6% | 0.580% | |
5/7/2025 | LPL Financial LLC | 68,999 | $15.58M | 0.0% | +42.0% | 6.635% | |
5/6/2025 | Cetera Investment Advisers | 19,076 | $4.31M | 0.0% | +11.3% | 1.834% | |
5/6/2025 | AE Wealth Management LLC | 1,478 | $334K | 0.0% | +11.6% | 0.142% | |
5/5/2025 | Kestra Private Wealth Services LLC | 2,832 | $639K | 0.0% | +3.8% | 0.272% | |
5/5/2025 | Private Advisor Group LLC | 1,396 | $315K | 0.0% | -7.5% | 0.134% | |
4/29/2025 | Envestnet Asset Management Inc. | 4,449 | $1.01M | 0.0% | -7.6% | 0.428% | |
4/24/2025 | Money Concepts Capital Corp | 3,563 | $804K | 0.1% | -6.8% | 0.343% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 2,068 | $467K | 0.0% | -7.0% | 0.201% | |
4/22/2025 | Bright Futures Wealth Management LLC. | 2,047 | $443K | 0.5% | -6.8% | 0.199% | |
4/22/2025 | PFG Investments LLC | 1,063 | $240K | 0.0% | -10.1% | 0.103% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,550 | $569K | 0.1% | +3.0% | 0.248% | |
4/21/2025 | JBR Co Financial Management Inc | 7,622 | $1.72M | 1.0% | +8.2% | 0.740% | |
4/17/2025 | Keystone Wealth Services LLC | 4,001 | $903K | 0.2% | -16.3% | 0.392% | |
4/15/2025 | CX Institutional | 1,599 | $361K | 0.0% | N/A | 0.157% | |
4/14/2025 | Park Avenue Securities LLC | 6,851 | $1.55M | 0.0% | +2.2% | 0.672% | |
4/9/2025 | NBC Securities Inc. | 505 | $114K | 0.0% | N/A | 0.049% | |
4/8/2025 | Investors Research Corp | 2,243 | $506K | 0.1% | -33.3% | 0.218% | |
2/17/2025 | WBI Investments LLC | 3,030 | $679K | 0.2% | -8.7% | 0.306% | |
2/17/2025 | Investor s Fiduciary Advisor Network LLC | 910 | $204K | 0.1% | N/A | 0.092% | |
2/17/2025 | Cetera Investment Advisers | 17,145 | $3.84M | 0.0% | +13.1% | 1.732% | |
2/17/2025 | Bank of America Corp DE | 40,508 | $9.08M | 0.0% | +4.5% | 4.092% | |
2/14/2025 | Tower Research Capital LLC TRC | 540 | $121K | 0.0% | -25.1% | 0.055% | |
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2/13/2025 | Raymond James Financial Inc. | 1,419 | $318K | 0.0% | N/A | 0.143% | |
2/13/2025 | Envestnet Asset Management Inc. | 4,816 | $1.08M | 0.0% | +3.0% | 0.486% | |
2/12/2025 | OLD Mission Capital LLC | 5,241 | $1.18M | 0.0% | +302.8% | 0.529% | |
2/11/2025 | Modern Wealth Management LLC | 7,552 | $1.82M | 0.1% | N/A | 0.763% | |
2/11/2025 | LPL Financial LLC | 48,590 | $10.89M | 0.0% | +11.8% | 4.908% | |
2/11/2025 | Comprehensive Wealth Management LLC | 5,126 | $1.15M | 0.9% | +4.3% | 0.518% | |
2/7/2025 | HighTower Advisors LLC | 913 | $205K | 0.0% | -35.3% | 0.092% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,475 | $555K | 0.1% | N/A | 0.250% | |
2/6/2025 | Raymond James Financial Inc. | 1,419 | $318K | 0.0% | N/A | 0.143% | |
2/6/2025 | Financial Services Advisory Inc | 3,851 | $863K | 0.2% | N/A | 0.389% | |
2/6/2025 | Keystone Wealth Services LLC | 4,783 | $1.07M | 0.3% | +39.1% | 0.483% | |
2/6/2025 | Jones Financial Companies Lllp | 416 | $93K | 0.0% | +18.9% | 0.042% | |
2/4/2025 | JBR Co Financial Management Inc | 7,047 | $1.58M | 1.0% | +90.4% | 0.712% | |
2/3/2025 | Private Advisor Group LLC | 1,509 | $338K | 0.0% | -13.3% | 0.152% | |
1/31/2025 | Valley Wealth Managers Inc. | 319 | $72K | 0.0% | N/A | 0.032% | |
1/31/2025 | Truist Financial Corp | 932 | $209K | 0.0% | N/A | 0.094% | |
1/30/2025 | Bright Futures Wealth Management LLC. | 2,197 | $526K | 0.5% | -3.7% | 0.222% | |
1/28/2025 | Kestra Private Wealth Services LLC | 2,729 | $612K | 0.0% | +21.6% | 0.276% | |
1/27/2025 | Money Concepts Capital Corp | 3,824 | $857K | 0.1% | -3.4% | 0.386% | |
1/24/2025 | Princeton Global Asset Management LLC | 353 | $79K | 0.0% | N/A | 0.036% | |
1/24/2025 | Q3 Asset Management | 1,655 | $371K | 0.2% | N/A | 0.167% | |
1/23/2025 | Great Diamond Partners LLC | 8,831 | $1.98M | 0.5% | +0.6% | 0.892% | |
1/22/2025 | PFG Investments LLC | 1,182 | $265K | 0.0% | -13.1% | 0.119% | |
1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 752 | $168K | 0.1% | -61.3% | 0.077% | |
1/14/2025 | Park Avenue Securities LLC | 6,702 | $1.50M | 0.0% | N/A | 0.684% | |
11/15/2024 | MML Investors Services LLC | 1,557 | $340K | 0.0% | +18.8% | 0.153% | |
11/13/2024 | BNP Paribas Financial Markets | 50,846 | $11.09M | 0.0% | -0.3% | 4.985% | |
11/13/2024 | FMR LLC | 1,128 | $246K | 0.0% | +19.9% | 0.111% | |
11/6/2024 | Comprehensive Wealth Management LLC | 4,914 | $1.07M | 0.7% | +6.0% | 0.482% | |
11/5/2024 | GSA Capital Partners LLP | 1,248 | $272K | 0.0% | -37.1% | 0.122% | |
11/5/2024 | Harbour Investments Inc. | 971 | $212K | 0.0% | -41.2% | 0.095% | |
10/25/2024 | Great Diamond Partners LLC | 8,778 | $1.92M | 0.5% | N/A | 0.861% | |
10/24/2024 | PFG Investments LLC | 1,360 | $297K | 0.0% | N/A | 0.133% | |
10/15/2024 | Keystone Wealth Services LLC | 3,438 | $750K | 0.2% | N/A | 0.337% | |
10/11/2024 | CX Institutional | 1,728 | $377K | 0.0% | N/A | 0.169% | |
10/10/2024 | JBR Co Financial Management Inc | 3,702 | $808K | 0.5% | +5.9% | 0.363% | |
8/22/2024 | Cetera Investment Advisers | 15,107 | $3.11M | 0.0% | +7.0% | 1.481% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,303 | $680K | 0.0% | +10.7% | 0.324% | |
8/13/2024 | AE Wealth Management LLC | 1,389 | $286K | 0.0% | +17.8% | 0.136% | |
7/30/2024 | WBI Investments LLC | 2,791 | $574K | 0.1% | +30.3% | 0.274% | |
7/26/2024 | Harbour Investments Inc. | 1,650 | $339K | 0.0% | -3.3% | 0.162% | |
7/23/2024 | WESPAC Advisors SoCal LLC | 2,087 | $429K | 0.1% | -11.8% | 0.205% | |
7/16/2024 | JBR Co Financial Management Inc | 3,496 | $719K | 0.5% | +11.6% | 0.343% | |
6/28/2024 | Bright Futures Wealth Management LLC. | 2,135 | $441K | 0.2% | N/A | 0.209% | |
5/24/2024 | Cetera Investment Advisers | 14,116 | $2.98M | 0.0% | N/A | 1.384% | |
5/9/2024 | JBR Co Financial Management Inc | 3,132 | $661K | 0.5% | -7.7% | 0.307% | |
5/4/2024 | WBI Investments LLC | 2,142 | $452K | 0.1% | N/A | 0.210% | |
5/3/2024 | GSA Capital Partners LLP | 3,162 | $667K | 0.1% | -31.1% | 0.310% | |
5/2/2024 | Comprehensive Wealth Management LLC | 2,441 | $515K | 0.4% | -2.9% | 0.239% | |
5/1/2024 | Private Advisor Group LLC | 1,768 | $373K | 0.0% | +15.4% | 0.173% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 10,848 | $2.29M | 0.0% | N/A | 1.064% | |
4/18/2024 | WESPAC Advisors SoCal LLC | 2,365 | $499K | 0.1% | N/A | 0.232% | |
2/9/2024 | Advisory Services Network LLC | 7,393 | $1.39M | 0.0% | +5.9% | 0.804% | |
2/7/2024 | BNP Paribas Financial Markets | 50,795 | $9.56M | 0.0% | +1.2% | 5.521% | |
2/7/2024 | Principal Securities Inc. | 459 | $86K | 0.0% | N/A | 0.050% | |
2/5/2024 | Kestra Private Wealth Services LLC | 3,378 | $636K | 0.0% | -9.4% | 0.367% | |
1/30/2024 | Investors Research Corp | 3,138 | $591K | 0.1% | +6.3% | 0.341% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 3,954 | $744K | 0.2% | +121.6% | 0.430% | |
1/16/2024 | Raymond James & Associates | 2,849 | $536K | 0.0% | N/A | 0.327% | |
1/12/2024 | Comprehensive Wealth Management LLC | 2,514 | $473K | 0.4% | -5.9% | 0.289% | |