4/17/2025 | Janney Montgomery Scott LLC | 8,546 | $211K | 0.0% | N/A | 0.058% | |
4/17/2025 | RiverTree Advisors LLC | 116,065 | $2.86M | 1.9% | N/A | 0.788% | |
4/17/2025 | Authentikos Wealth Advisory LLC | 124,645 | $3.08M | 2.5% | +742.6% | 0.846% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 30,239 | $746K | 0.1% | +5.8% | 0.205% | |
4/15/2025 | Integrated Advisors Network LLC | 12,211 | $301K | 0.0% | N/A | 0.083% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 26,303 | $649K | 0.0% | N/A | 0.179% | |
4/14/2025 | Tounjian Advisory Partners LLC | 11,632 | $287K | 0.1% | N/A | 0.079% | |
4/14/2025 | Farther Finance Advisors LLC | 141,576 | $3.49M | 0.1% | +55.5% | 0.961% | |
4/10/2025 | Park Edge Advisors LLC | 358,423 | $8.85M | 2.5% | -18.6% | 2.433% | |
4/10/2025 | Peak Financial Advisors LLC | 528,745 | $13.05M | 6.6% | +0.8% | 3.590% | |
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4/10/2025 | Smith Anglin Financial LLC | 11,040 | $272K | 0.0% | N/A | 0.075% | |
4/4/2025 | Sage Capital Advisors llc | 12,132 | $299K | 0.1% | N/A | 0.082% | |
2/14/2025 | Jane Street Group LLC | 14,608 | $358K | 0.0% | -74.5% | 0.273% | |
2/13/2025 | Legacy Investment Solutions LLC | 28,904 | $716K | 0.4% | -9.8% | 0.540% | |
2/11/2025 | LPL Financial LLC | 69,234 | $1.70M | 0.0% | N/A | 1.294% | |
2/10/2025 | Harbour Investments Inc. | 3,045 | $75K | 0.0% | N/A | 0.057% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 15,480 | $380K | 0.0% | -22.9% | 0.289% | |
2/10/2025 | Commonwealth Equity Services LLC | 25,488 | $625K | 0.0% | N/A | 0.476% | |
2/10/2025 | Farther Finance Advisors LLC | 91,067 | $2.24M | 0.1% | +2,884.8% | 1.702% | |
2/7/2025 | Inspire Advisors LLC | 11,593 | $284K | 0.0% | +13.0% | 0.217% | |
2/6/2025 | Straight Path Wealth Management | 21,575 | $529K | 0.2% | N/A | 0.403% | |
2/5/2025 | Nwam LLC | 22,023 | $540K | 0.0% | -5.3% | 0.412% | |
2/3/2025 | Lloyd Advisory Services LLC. | 69,378 | $1.70M | 0.8% | -2.5% | 1.297% | |
2/3/2025 | Compass Capital Corp MA ADV | 184,431 | $4.53M | 1.8% | N/A | 3.447% | |
2/3/2025 | Private Advisor Group LLC | 9,571 | $235K | 0.0% | N/A | 0.179% | |
1/31/2025 | Atria Wealth Solutions Inc. | 15,480 | $380K | 0.0% | -22.9% | 0.289% | |
1/30/2025 | Principal Securities Inc. | 2,889 | $71K | 0.0% | +283.2% | 0.054% | |
1/30/2025 | Beacon Capital Management LLC | 358,754 | $8.80M | 1.1% | N/A | 6.706% | |
1/29/2025 | Howard Bailey Securities LLC | 16,504 | $405K | 0.2% | -3.8% | 0.308% | |
1/29/2025 | Authentikos Wealth Advisory LLC | 14,793 | $363K | 0.4% | +10.8% | 0.277% | |
1/23/2025 | FSA Advisors Inc. | 30,260 | $743K | 0.9% | N/A | 0.566% | |
1/23/2025 | Ferguson Shapiro LLC | 38,249 | $939K | 0.3% | -10.5% | 0.715% | |
1/21/2025 | Park Edge Advisors LLC | 440,495 | $10.81M | 3.1% | -1.5% | 8.234% | |
1/21/2025 | B.O.S.S. Retirement Advisors LLC | 48,949 | $1.20M | 0.3% | N/A | 0.915% | |
1/21/2025 | Encompass More Asset Management | 165,801 | $4.07M | 1.3% | +11.0% | 3.099% | |
1/16/2025 | Cambridge Advisors Inc. | 16,177 | $397K | 0.1% | N/A | 0.302% | |
1/15/2025 | Decker Retirement Planning Inc. | 3,152 | $77K | 0.0% | N/A | 0.059% | |
1/14/2025 | Redhawk Wealth Advisors Inc. | 28,584 | $701K | 0.1% | +5.3% | 0.534% | |
1/14/2025 | Peak Financial Advisors LLC | 524,719 | $12.88M | 6.7% | +2.9% | 9.808% | |
1/13/2025 | Elevated Capital Advisors LLC | 67,516 | $1.66M | 0.5% | +267.8% | 1.262% | |
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1/13/2025 | Mid American Wealth Advisory Group Inc. | 39,284 | $964K | 0.6% | +58.2% | 0.734% | |
11/15/2024 | Legacy Investment Solutions LLC | 32,053 | $789K | 0.5% | N/A | 0.599% | |
11/15/2024 | Jane Street Group LLC | 57,241 | $1.41M | 0.0% | +331.0% | 1.070% | |
11/14/2024 | Encompass More Asset Management | 149,425 | $3.67M | 1.4% | -12.6% | 2.793% | |
11/6/2024 | Simplify Asset Management Inc. | 4,448,579 | $109.35M | 5.1% | +38.3% | 83.151% | |
11/1/2024 | SFG Wealth Management LLC. | 19,363 | $476K | 0.3% | N/A | 0.362% | |
10/29/2024 | Farther Finance Advisors LLC | 3,051 | $75K | 0.0% | N/A | 0.057% | |
10/24/2024 | Park Edge Advisors LLC | 447,266 | $10.99M | 3.1% | +6.2% | 8.360% | |
10/22/2024 | Elevated Capital Advisors LLC | 18,356 | $451K | 0.1% | +52.7% | 0.343% | |
10/17/2024 | Inspire Advisors LLC | 10,262 | $252K | 0.0% | N/A | 0.192% | |
10/11/2024 | ORG Wealth Partners LLC | 1,523 | $37K | 0.0% | N/A | 0.028% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 27,150 | $667K | 0.1% | +83.7% | 0.507% | |
10/10/2024 | Lloyd Advisory Services LLC. | 71,123 | $1.75M | 0.8% | +1.1% | 1.329% | |
10/10/2024 | Peak Financial Advisors LLC | 510,063 | $12.54M | 6.4% | +103.2% | 9.534% | |
10/9/2024 | Ferguson Shapiro LLC | 42,756 | $1.05M | 0.4% | -4.4% | 0.799% | |
10/2/2024 | Mid American Wealth Advisory Group Inc. | 24,839 | $611K | 0.4% | +65.5% | 0.464% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 8,163 | $201K | 0.0% | -56.2% | 0.153% | |
8/13/2024 | AE Wealth Management LLC | 219,580 | $5.41M | 0.1% | +17.2% | 4.104% | |
8/13/2024 | Simplify Asset Management Inc. | 3,216,098 | $79.18M | 5.3% | +1.1% | 60.114% | |
8/6/2024 | Lloyd Advisory Services LLC. | 70,381 | $1.73M | 0.8% | N/A | 1.316% | |
8/2/2024 | Ferguson Shapiro LLC | 44,711 | $1.10M | 0.4% | N/A | 0.836% | |
8/1/2024 | Elevated Capital Advisors LLC | 12,024 | $296K | 0.1% | N/A | 0.225% | |
7/27/2024 | Encompass More Asset Management | 171,002 | $4.21M | 3.0% | +9.8% | 3.196% | |
7/26/2024 | Park Edge Advisors LLC | 421,229 | $10.37M | 3.2% | +5.5% | 7.873% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 14,783 | $364K | 0.1% | N/A | 0.276% | |
7/12/2024 | Peak Financial Advisors LLC | 250,994 | $6.18M | 3.5% | N/A | 4.691% | |
7/10/2024 | Mid American Wealth Advisory Group Inc. | 15,009 | $370K | 0.2% | N/A | 0.281% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 18,644 | $468K | 0.0% | +39.0% | 0.348% | |
5/10/2024 | Nwam LLC | 23,791 | $589K | 0.0% | N/A | 0.445% | |
4/19/2024 | Park Edge Advisors LLC | 399,210 | $10.01M | 2.8% | +9.3% | 7.561% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 13,414 | $335K | 0.0% | -28.1% | 2.064% | |
2/5/2024 | Kestra Private Wealth Services LLC | 29,638 | $740K | 0.0% | N/A | 4.560% | |
1/12/2024 | Park Edge Advisors LLC | 365,326 | $9.12M | 3.2% | +6.9% | 56.204% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 18,644 | $468K | 0.0% | -20.5% | 2.868% | |
10/11/2023 | Park Edge Advisors LLC | 341,813 | $8.58M | 3.1% | +8.5% | 52.587% | |
9/8/2023 | Tucker Asset Management LLC | 1,198 | $30K | 0.0% | -69.7% | 0.184% | |
7/13/2023 | Park Edge Advisors LLC | 315,068 | $7.90M | 2.7% | +12.7% | 60.590% | |
5/11/2023 | Tucker Asset Management LLC | 3,959 | $99K | 0.0% | N/A | 3.959% | |
5/10/2023 | Simplify Asset Management Inc. | 71,759 | $1.80M | 0.3% | +252.2% | 71.759% | |
4/18/2023 | Park Edge Advisors LLC | 279,509 | $6.99M | 2.7% | N/A | 279.509% | |
3/6/2023 | OLD Mission Capital LLC | 9,803 | $246K | 0.0% | N/A | 9.803% | |
2/10/2023 | Simplify Asset Management Inc. | 20,372 | $510K | 0.1% | N/A | 20.372% | |