8/27/2025 | Tribridge Partners Financial LLC | 543,225 | $15.54M | 9.1% | N/A | 3.312% | |
8/19/2025 | Advisory Services Network LLC | 24,414 | $709K | 0.0% | +26.6% | 0.149% | |
8/15/2025 | Captrust Financial Advisors | 49,826 | $1.43M | 0.0% | +70.3% | 0.304% | |
8/15/2025 | MML Investors Services LLC | 135,789 | $3.88M | 0.0% | +59.5% | 0.828% | |
8/15/2025 | Great Valley Advisor Group Inc. | 132,905 | $3.80M | 0.1% | +39.1% | 0.810% | |
8/15/2025 | Envision Financial Planning LLC | 104,744 | $3.00M | 1.4% | +26.0% | 0.639% | |
8/15/2025 | Benjamin Edwards Inc. | 16,299 | $466K | 0.0% | +32.6% | 0.099% | |
8/15/2025 | Bank of America Corp DE | 1,638 | $47K | 0.0% | N/A | 0.010% | |
8/14/2025 | Jane Street Group LLC | 67,164 | $1.92M | 0.0% | -6.3% | 0.410% | |
8/14/2025 | Raymond James Financial Inc. | 1,397,337 | $39.96M | 0.0% | +67.0% | 8.520% | |
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8/14/2025 | NewEdge Advisors LLC | 5,510 | $158K | 0.0% | +253.2% | 0.034% | |
8/14/2025 | Marshall Investment Management LLC | 7,445 | $213K | 1.0% | -94.7% | 0.045% | |
8/13/2025 | Baird Financial Group Inc. | 160,234 | $4.58M | 0.0% | +18.2% | 0.977% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 6,082 | $174K | 0.0% | N/A | 0.037% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 7,829 | $224K | 0.0% | +1,110.0% | 0.048% | |
8/12/2025 | JPMorgan Chase & Co. | 3,447 | $99K | 0.0% | N/A | 0.022% | |
8/12/2025 | Lodestone Wealth Management LLC | 12,546 | $359K | 0.2% | +29.6% | 0.081% | |
8/11/2025 | Perennial Investment Advisors LLC | 18,656 | $534K | 0.1% | -21.1% | 0.120% | |
8/8/2025 | Cetera Investment Advisers | 204,172 | $5.84M | 0.0% | +31.5% | 1.245% | |
8/8/2025 | CWS Financial Advisors LLC | 48,080 | $1.38M | 0.4% | +14.8% | 0.293% | |
8/8/2025 | Meridian Wealth Management LLC | 59,494 | $1.70M | 0.1% | N/A | 0.363% | |
8/8/2025 | Sittner & Nelson LLC | 4,000 | $114K | 0.0% | N/A | 0.024% | |
8/4/2025 | World Investment Advisors | 9,101 | $260K | 0.0% | -66.2% | 0.059% | |
8/4/2025 | Daymark Wealth Partners LLC | 7,017 | $201K | 0.0% | N/A | 0.045% | |
8/1/2025 | Envestnet Asset Management Inc. | 567,200 | $16.22M | 0.0% | +65.6% | 3.654% | |
7/31/2025 | Moloney Securities Asset Management LLC | 14,225 | $407K | 0.1% | +11.6% | 0.092% | |
7/30/2025 | Brookstone Capital Management | 22,884 | $654K | 0.0% | -2.6% | 0.147% | |
7/30/2025 | D.A. Davidson & CO. | 17,875 | $511K | 0.0% | +55.0% | 0.115% | |
7/30/2025 | Cullen Frost Bankers Inc. | 14,442 | $413K | 0.0% | +30.2% | 0.093% | |
7/28/2025 | Evernest Financial Advisors LLC | 216,995 | $6.21M | 2.0% | +68.5% | 1.398% | |
7/28/2025 | Harbour Investments Inc. | 10,782 | $308K | 0.0% | -42.9% | 0.069% | |
7/25/2025 | Atria Wealth Solutions Inc. | 255,585 | $7.34M | 0.2% | +7.3% | 1.646% | |
7/25/2025 | M.E. Allison & CO. Inc. | 10,420 | $298K | 0.2% | N/A | 0.067% | |
7/25/2025 | Apollon Wealth Management LLC | 15,258 | $436K | 0.0% | N/A | 0.098% | |
7/23/2025 | Valmark Advisers Inc. | 62,417 | $1.79M | 0.0% | +255.3% | 0.402% | |
7/22/2025 | Confluence Wealth Services Inc. | 14,811 | $424K | 0.0% | +3.5% | 0.095% | |
7/21/2025 | Ameriflex Group Inc. | 2,377 | $68K | 0.0% | +116.9% | 0.015% | |
7/18/2025 | Truist Financial Corp | 11,245 | $322K | 0.0% | +31.1% | 0.073% | |
7/17/2025 | Janney Montgomery Scott LLC | 43,629 | $1.25M | 0.0% | +31.1% | 0.282% | |
7/16/2025 | Midwest Heritage Bank FSB | 128,035 | $3.66M | 1.4% | +9.6% | 0.828% | |
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7/16/2025 | ST Germain D J Co. Inc. | 360,615 | $10.31M | 0.4% | -16.3% | 2.332% | |
7/15/2025 | Regatta Capital Group LLC | 65,278 | $1.87M | 0.3% | N/A | 0.422% | |
7/15/2025 | Hartmann Taylor Wealth Management LLC | 30,200 | $864K | 0.7% | N/A | 0.195% | |
7/14/2025 | AdvisorNet Financial Inc | 10,899 | $312K | 0.0% | +401.1% | 0.071% | |
7/14/2025 | Main Line Retirement Advisors LLC | 15,439 | $442K | 0.3% | -97.0% | 0.101% | |
7/14/2025 | A&I Financial Services LLC | 15,867 | $454K | 0.3% | +34.3% | 0.104% | |
7/10/2025 | Financial Management Network Inc. | 141,692 | $4.10M | 0.7% | +102.9% | 0.958% | |
7/9/2025 | Pines Wealth Management LLC | 58,246 | $1.69M | 0.6% | +4.7% | 0.394% | |
7/9/2025 | Bulwark Capital Corp | 55,947 | $1.60M | 1.3% | N/A | 0.378% | |
5/21/2025 | Main Line Retirement Advisors LLC | 520,663 | $14.12M | 9.2% | +2.5% | 4.567% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,127 | $31K | 0.0% | N/A | 0.010% | |
5/19/2025 | Jane Street Group LLC | 71,702 | $1.94M | 0.0% | +742.1% | 0.629% | |
5/16/2025 | Jones Financial Companies Lllp | 1,748,854 | $47.42M | 0.0% | N/A | 15.341% | |
5/16/2025 | NewEdge Advisors LLC | 1,560 | $42K | 0.0% | N/A | 0.014% | |
5/15/2025 | Royal Bank of Canada | 10,623 | $288K | 0.0% | +1,424.1% | 0.093% | |
5/15/2025 | Baird Financial Group Inc. | 135,529 | $3.68M | 0.0% | +1,255.3% | 1.189% | |
5/15/2025 | OLD Mission Capital LLC | 101,610 | $2.76M | 0.0% | +183.7% | 0.891% | |
5/14/2025 | Envision Financial Planning LLC | 83,098 | $2.25M | 1.1% | +45.5% | 0.729% | |
5/14/2025 | CWS Financial Advisors LLC | 41,866 | $1.14M | 0.4% | +179.4% | 0.367% | |
5/13/2025 | Raymond James Financial Inc. | 836,523 | $22.68M | 0.0% | +6.0% | 7.338% | |
5/12/2025 | Virtu Financial LLC | 81,224 | $2.20M | 0.1% | N/A | 0.712% | |
5/12/2025 | Benjamin Edwards Inc. | 12,290 | $333K | 0.0% | N/A | 0.108% | |
5/12/2025 | Evernest Financial Advisors LLC | 128,794 | $3.49M | 1.3% | +29.7% | 1.130% | |
5/9/2025 | Atria Wealth Solutions Inc. | 238,165 | $6.48M | 0.1% | +912.7% | 2.089% | |
5/8/2025 | Harbour Investments Inc. | 18,884 | $512K | 0.0% | +70.1% | 0.166% | |
5/8/2025 | Marshall Investment Management LLC | 141,042 | $3.82M | 2.4% | N/A | 1.237% | |
5/7/2025 | Financial Management Network Inc. | 69,838 | $1.72M | 0.4% | +132.8% | 0.613% | |
5/7/2025 | LPL Financial LLC | 386,835 | $10.49M | 0.0% | +299.6% | 3.393% | |
5/6/2025 | Cetera Investment Advisers | 155,245 | $4.21M | 0.0% | +1,287.7% | 1.362% | |
5/5/2025 | IFP Advisors Inc | 924 | $25K | 0.0% | N/A | 0.008% | |
5/5/2025 | Kestra Private Wealth Services LLC | 7,785 | $211K | 0.0% | -66.6% | 0.068% | |
5/5/2025 | Private Advisor Group LLC | 41,855 | $1.14M | 0.0% | N/A | 0.367% | |
5/2/2025 | Midwest Heritage Bank FSB | 116,816 | $3.17M | 1.3% | +115.3% | 1.025% | |
5/2/2025 | Cullen Frost Bankers Inc. | 11,094 | $301K | 0.0% | N/A | 0.097% | |
5/1/2025 | A&I Financial Services LLC | 11,813 | $320K | 0.2% | +31.4% | 0.116% | |
4/30/2025 | Moloney Securities Asset Management LLC | 12,741 | $345K | 0.0% | N/A | 0.125% | |
4/30/2025 | Synergy Investment Management LLC | 18,850 | $511K | 0.2% | +423.6% | 0.184% | |
4/29/2025 | Envestnet Asset Management Inc. | 342,520 | $9.29M | 0.0% | +1,630.9% | 3.351% | |
4/29/2025 | World Investment Advisors | 26,943 | $731K | 0.0% | +35.5% | 0.264% | |
4/28/2025 | D.A. Davidson & CO. | 11,535 | $313K | 0.0% | +11.9% | 0.113% | |
4/28/2025 | Lodestone Wealth Management LLC | 9,682 | $263K | 0.1% | N/A | 0.095% | |
4/28/2025 | Private Trust Co. NA | 1,908 | $52K | 0.0% | N/A | 0.019% | |
4/24/2025 | Confluence Wealth Services Inc. | 14,317 | $370K | 0.0% | N/A | 0.140% | |
4/24/2025 | Sunbelt Securities Inc. | 1,000 | $27K | 0.0% | N/A | 0.010% | |
4/23/2025 | Valmark Advisers Inc. | 17,567 | $476K | 0.0% | N/A | 0.172% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 102,973 | $2.79M | 0.0% | +191.7% | 1.008% | |
4/17/2025 | Janney Montgomery Scott LLC | 33,284 | $902K | 0.0% | +52.9% | 0.326% | |
4/11/2025 | Pines Wealth Management LLC | 55,640 | $1.51M | 0.6% | +2.3% | 0.544% | |
4/10/2025 | CGN Advisors LLC | 30,003 | $814K | 0.1% | +3.8% | 0.294% | |
4/9/2025 | ST Germain D J Co. Inc. | 430,736 | $11.68M | 0.5% | +51.0% | 4.256% | |
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4/7/2025 | AdvisorNet Financial Inc | 2,175 | $59K | 0.0% | +286.3% | 0.021% | |
2/18/2025 | GTS Securities LLC | 19,821 | $526K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 11,187 | $297K | 0.0% | N/A | 0.000% | |
2/17/2025 | Captrust Financial Advisors | 20,626 | $547K | 0.0% | +142.7% | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 10,000 | $265K | 0.0% | N/A | 0.000% | |
2/14/2025 | Jane Street Group LLC | 8,515 | $226K | 0.0% | N/A | 0.000% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 5,038 | $138K | 0.0% | +187.1% | 0.000% | |
2/14/2025 | Capital Group Private Client Services Inc. | 1,274,293 | $33.82M | 0.3% | +96.0% | 0.000% | |
2/14/2025 | Capital International Investors | 984,000 | $26.12M | 0.0% | -2.0% | 0.000% | |
2/13/2025 | Envision Financial Planning LLC | 57,114 | $1.52M | 0.8% | +94.7% | 0.000% | |