1/17/2025 | Lifestyle Asset Management Inc. | 56,226 | $1.92M | 1.0% | -1.8% | 0.106% | |
1/17/2025 | Spinnaker Investment Group LLC | 14,121 | $481K | 0.1% | N/A | 0.027% | |
1/17/2025 | Secure Asset Management LLC | 42,242 | $1.44M | 0.2% | N/A | 0.080% | |
1/17/2025 | Raleigh Capital Management Inc. | 8,032 | $274K | 0.1% | +52.9% | 0.015% | |
1/17/2025 | Global Trust Asset Management LLC | 1,681 | $57K | 0.0% | N/A | 0.003% | |
1/17/2025 | Traphagen Investment Advisors LLC | 1,659,799 | $56.58M | 5.8% | +2.7% | 3.135% | |
1/17/2025 | Atomi Financial Group Inc. | 15,874 | $541K | 0.0% | N/A | 0.030% | |
1/17/2025 | Transform Wealth LLC | 132,652 | $4.52M | 0.3% | +12.7% | 0.251% | |
1/16/2025 | HBC Financial Services PLLC | 3,000 | $102K | 0.1% | N/A | 0.006% | |
1/16/2025 | M.E. Allison & CO. Inc. | 6,801 | $232K | 0.3% | N/A | 0.013% | |
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1/16/2025 | Mechanics Bank Trust Department | 20,235 | $690K | 0.1% | N/A | 0.038% | |
1/16/2025 | Annex Advisory Services LLC | 2,636,460 | $89.88M | 2.7% | -8.8% | 4.980% | |
1/15/2025 | Krilogy Financial LLC | 959,449 | $32.71M | 2.2% | +6.6% | 1.869% | |
1/15/2025 | Goldstone Financial Group LLC | 104,903 | $3.58M | 0.6% | N/A | 0.204% | |
1/14/2025 | Financial Enhancement Group LLC | 475,678 | $16.61M | 2.5% | N/A | 0.927% | |
1/14/2025 | Outlook Wealth Advisors LLC | 6,245 | $213K | 0.1% | N/A | 0.012% | |
1/14/2025 | Smith Anglin Financial LLC | 59,922 | $2.04M | 0.2% | +30.6% | 0.117% | |
1/13/2025 | Miracle Mile Advisors LLC | 2,613,335 | $89.09M | 1.8% | -2.2% | 5.091% | |
1/13/2025 | Claro Advisors LLC | 11,659 | $397K | 0.1% | N/A | 0.023% | |
11/25/2024 | Sanctuary Advisors LLC | 729,902 | $26.67M | 0.2% | N/A | 2.195% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 31,213 | $1.04M | 0.1% | N/A | 0.094% | |
11/15/2024 | MML Investors Services LLC | 141,831 | $4.72M | 0.0% | +6.4% | 0.426% | |
11/15/2024 | Jane Street Group LLC | 14,150 | $471K | 0.0% | -75.4% | 0.043% | |
11/15/2024 | Stifel Financial Corp | 31,728 | $1.06M | 0.0% | +47.6% | 0.095% | |
11/15/2024 | HighTower Advisors LLC | 96,870 | $3.23M | 0.0% | +51.7% | 0.291% | |
11/15/2024 | Hilltop Holdings Inc. | 33,693 | $1.12M | 0.1% | +37.4% | 0.101% | |
11/14/2024 | Tradition Wealth Management LLC | 52,163 | $1.74M | 0.2% | +34.6% | 0.157% | |
11/14/2024 | CreativeOne Wealth LLC | 15,244 | $508K | 0.0% | N/A | 0.046% | |
11/13/2024 | FMR LLC | 944 | $31K | 0.0% | N/A | 0.003% | |
11/13/2024 | Private Trust Co. NA | 2,007 | $67K | 0.0% | N/A | 0.006% | |
11/12/2024 | StoneX Group Inc. | 481,324 | $16.03M | 1.4% | +1,903.2% | 1.447% | |
11/12/2024 | Great Valley Advisor Group Inc. | 726,887 | $24.21M | 0.6% | +45.5% | 2.185% | |
11/8/2024 | Prospera Private Wealth LLC | 7,446 | $248K | 0.0% | N/A | 0.022% | |
11/7/2024 | Schwallier Wealth Management LLC | 7,278 | $242K | 0.2% | N/A | 0.022% | |
11/7/2024 | CAP Partners LLC | 6,384 | $213K | 0.2% | N/A | 0.019% | |
11/6/2024 | KPP Advisory Services LLC | 33,153 | $1.10M | 0.3% | N/A | 0.100% | |
11/6/2024 | Summit Asset Management LLC | 22,430 | $747K | 0.1% | +99.2% | 0.067% | |
11/5/2024 | Victory Capital Management Inc. | 2,389,979 | $79.59M | 0.1% | +1.3% | 7.186% | |
11/4/2024 | Axxcess Wealth Management LLC | 8,362 | $278K | 0.0% | N/A | 0.025% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 15,070 | $502K | 0.1% | N/A | 0.045% | |
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11/4/2024 | Sigma Planning Corp | 7,081 | $236K | 0.0% | N/A | 0.021% | |
11/1/2024 | Atria Investments Inc | 88,720 | $2.95M | 0.0% | N/A | 0.267% | |
11/1/2024 | Sequent Asset Management LLC | 9,739 | $324K | 0.2% | N/A | 0.029% | |
11/1/2024 | Lifestyle Asset Management Inc. | 57,278 | $1.91M | 1.1% | +0.8% | 0.174% | |
10/30/2024 | Landmark Wealth Management LLC | 381,209 | $12.69M | 5.5% | +2.2% | 1.159% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 22,804 | $759K | 0.1% | +15.0% | 0.070% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 24,747 | $824K | 0.1% | +125.4% | 0.075% | |
10/24/2024 | Astor Investment Management LLC | 261,624 | $8.71M | 4.2% | N/A | 0.797% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 79,907 | $2.66M | 0.0% | +23.1% | 0.244% | |
10/24/2024 | PFG Investments LLC | 10,477 | $349K | 0.0% | N/A | 0.032% | |
10/23/2024 | Legacy Capital Group California Inc. | 61,102 | $2.04M | 0.7% | N/A | 0.189% | |
10/23/2024 | SimpliFi Inc. | 69,335 | $2.31M | 1.0% | N/A | 0.215% | |
10/22/2024 | Private Advisor Group LLC | 56,889 | $1.89M | 0.0% | +187.1% | 0.176% | |
10/21/2024 | Traphagen Investment Advisors LLC | 1,616,914 | $53.84M | 5.4% | +3.1% | 5.011% | |
10/21/2024 | Raleigh Capital Management Inc. | 5,254 | $175K | 0.1% | N/A | 0.016% | |
10/21/2024 | Kennedy Investment Group | 12,201 | $406K | 0.2% | N/A | 0.038% | |
10/21/2024 | CarsonAllaria Wealth Management Ltd. | 858 | $29K | 0.0% | N/A | 0.003% | |
10/19/2024 | Financial Designs Corp | 252,724 | $8.42M | 5.4% | +2.9% | 0.816% | |
10/18/2024 | Raymond James & Associates | 140,897 | $4.69M | 0.0% | +103.7% | 0.455% | |
10/16/2024 | Cornerstone Wealth Management LLC | 28,664 | $955K | 0.1% | +8.5% | 0.093% | |
10/16/2024 | Transform Wealth LLC | 117,681 | $3.92M | 0.3% | -6.0% | 0.385% | |
10/11/2024 | VitalStone Financial LLC | 15,896 | $529K | 0.4% | -46.1% | 0.053% | |
10/10/2024 | Annex Advisory Services LLC | 2,891,725 | $96.29M | 3.1% | N/A | 9.662% | |
10/9/2024 | TAP Consulting LLC | 97,130 | $3.23M | 0.6% | +1.6% | 0.325% | |
10/7/2024 | Miracle Mile Advisors LLC | 2,670,965 | $88.94M | 2.1% | +0.7% | 8.975% | |
10/7/2024 | Smith Anglin Financial LLC | 45,878 | $1.53M | 0.1% | N/A | 0.154% | |
8/22/2024 | Cetera Investment Advisers | 62,815 | $1.94M | 0.0% | +48.9% | 0.352% | |
8/21/2024 | Truist Financial Corp | 108,096 | $3.34M | 0.0% | N/A | 0.606% | |
8/16/2024 | Regal Investment Advisors LLC | 6,870 | $212K | 0.0% | N/A | 0.039% | |
8/16/2024 | Sepio Capital LP | 101,561 | $3.14M | 0.3% | +1,030.6% | 0.569% | |
8/8/2024 | Envestnet Asset Management Inc. | 254,635 | $7.87M | 0.0% | N/A | 1.427% | |
8/8/2024 | Thoroughbred Financial Services LLC | 6,775 | $209K | 0.0% | N/A | 0.038% | |
8/8/2024 | VitalStone Financial LLC | 29,500 | $912K | 0.7% | -20.0% | 0.165% | |
8/6/2024 | TAP Consulting LLC | 95,604 | $2.96M | 0.6% | N/A | 0.536% | |
8/6/2024 | Ausdal Financial Partners Inc. | 21,280 | $658K | 0.1% | N/A | 0.119% | |
8/5/2024 | Private Advisor Group LLC | 19,814 | $613K | 0.0% | N/A | 0.111% | |
8/2/2024 | Financial Enhancement Group LLC | 21,223 | $683K | 0.1% | -6.7% | 0.119% | |
8/1/2024 | DDD Partners LLC | 54,874 | $1.70M | 0.2% | N/A | 0.324% | |
7/31/2024 | Commonwealth Equity Services LLC | 186,945 | $5.78M | 0.0% | +352.5% | 1.104% | |
7/30/2024 | WBI Investments LLC | 220,172 | $6.81M | 1.6% | -0.5% | 1.300% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 19,825 | $613K | 0.1% | N/A | 0.120% | |
7/25/2024 | RPS Advisory Solutions LLC | 78,720 | $2.43M | 2.2% | N/A | 0.476% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,978 | $339K | 0.1% | +35.0% | 0.066% | |
7/23/2024 | Traphagen Investment Advisors LLC | 1,568,982 | $48.51M | 5.3% | +4.8% | 9.486% | |
7/22/2024 | Krilogy Financial LLC | 12,181 | $377K | 0.0% | N/A | 0.080% | |
7/19/2024 | Lifestyle Asset Management Inc. | 56,818 | $1.76M | 1.0% | N/A | 0.372% | |
7/19/2024 | Western Wealth Management LLC | 90,656 | $2.80M | 0.2% | N/A | 0.593% | |
7/19/2024 | Raymond James & Associates | 69,155 | $2.14M | 0.0% | +61.4% | 0.452% | |
7/18/2024 | Miracle Mile Advisors LLC | 2,653,077 | $82.03M | 2.0% | +19.9% | 17.866% | |
7/16/2024 | Cornerstone Wealth Management LLC | 26,421 | $817K | 0.1% | N/A | 0.178% | |
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7/16/2024 | Great Valley Advisor Group Inc. | 499,651 | $15.45M | 0.4% | N/A | 3.365% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 64,921 | $2.01M | 0.0% | N/A | 0.437% | |
7/16/2024 | Financial Designs Corp | 245,618 | $7.60M | 5.2% | -2.1% | 1.654% | |
7/15/2024 | Transform Wealth LLC | 125,185 | $3.87M | 0.3% | N/A | 0.843% | |
7/8/2024 | RVW Wealth LLC | 32,804 | $1.01M | 0.1% | N/A | 0.226% | |
5/24/2024 | Cetera Advisors LLC | 42,176 | $1.37M | 0.0% | N/A | 0.437% | |
5/6/2024 | VitalStone Financial LLC | 36,898 | $1.20M | 0.9% | -20.3% | 0.382% | |
5/4/2024 | WBI Investments LLC | 221,319 | $7.17M | 1.5% | N/A | 2.291% | |
4/30/2024 | Hartline Investment Corp | 8,132 | $264K | 0.0% | N/A | 0.086% | |
4/30/2024 | Commonwealth Equity Services LLC | 41,315 | $1.34M | 0.0% | +101.4% | 0.439% | |