8/27/2025 | Orion Porfolio Solutions LLC | 15,277 | $376K | 0.0% | N/A | 0.163% | |
8/18/2025 | Geneos Wealth Management Inc. | 5,537 | $136K | 0.0% | +2,451.6% | 0.059% | |
8/15/2025 | Captrust Financial Advisors | 67,099 | $1.65M | 0.0% | -16.2% | 0.714% | |
8/15/2025 | Orion Porfolio Solutions LLC | 15,277 | $376K | 0.0% | N/A | 0.163% | |
8/15/2025 | MML Investors Services LLC | 112,859 | $2.78M | 0.0% | -51.8% | 1.201% | |
8/15/2025 | Benjamin Edwards Inc. | 100,152 | $2.47M | 0.0% | +31.1% | 1.065% | |
8/15/2025 | Bank of America Corp DE | 1,400 | $34K | 0.0% | N/A | 0.015% | |
8/14/2025 | Jane Street Group LLC | 104,544 | $2.58M | 0.0% | +11.6% | 1.112% | |
8/14/2025 | Raymond James Financial Inc. | 148,124 | $3.65M | 0.0% | +31.6% | 1.576% | |
8/14/2025 | Betterment LLC | 18,396 | $453K | 0.0% | -54.3% | 0.196% | |
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8/14/2025 | Sei Investments Co. | 37,634 | $927K | 0.0% | N/A | 0.400% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 41,305 | $1.02M | 0.0% | +68.7% | 0.439% | |
8/12/2025 | Global Retirement Partners LLC | 18,497 | $456K | 0.0% | N/A | 0.197% | |
8/11/2025 | Perennial Investment Advisors LLC | 42,836 | $1.06M | 0.1% | +406.0% | 0.495% | |
8/8/2025 | Cetera Investment Advisers | 120,827 | $2.98M | 0.0% | +280.3% | 1.285% | |
8/8/2025 | Thoroughbred Financial Services LLC | 34,701 | $854K | 0.1% | +149.6% | 0.369% | |
8/8/2025 | Advyzon Investment Management LLC | 22,244 | $548K | 0.1% | N/A | 0.237% | |
8/6/2025 | Prospera Financial Services Inc | 27,270 | $672K | 0.0% | +5.1% | 0.290% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 1,818 | $45K | 0.0% | +203.0% | 0.021% | |
8/4/2025 | World Investment Advisors | 10,890 | $268K | 0.0% | N/A | 0.126% | |
8/1/2025 | Envestnet Asset Management Inc. | 59,900 | $1.48M | 0.0% | +90.1% | 0.692% | |
7/31/2025 | Prentice Wealth Management LLC | 16,686 | $411K | 0.1% | N/A | 0.193% | |
7/31/2025 | Strata Wealth Advisors LLC | 276,334 | $6.81M | 1.9% | +1,393.0% | 3.195% | |
7/30/2025 | Strategic Blueprint LLC | 10,602 | $261K | 0.0% | N/A | 0.123% | |
7/29/2025 | Uhlmann Price Securities LLC | 12,008 | $296K | 0.2% | N/A | 0.139% | |
7/29/2025 | Koshinski Asset Management Inc. | 44,899 | $1.11M | 0.1% | +63.4% | 0.519% | |
7/29/2025 | Stratos Wealth Partners LTD. | 10,600 | $261K | 0.0% | N/A | 0.123% | |
7/28/2025 | EQ Wealth Advisors LLC | 2,661 | $66K | 0.0% | N/A | 0.031% | |
7/28/2025 | Harbour Investments Inc. | 21,953 | $541K | 0.0% | +3.3% | 0.254% | |
7/24/2025 | Financial Connections Group Inc. | 43,093 | $1.06M | 0.4% | N/A | 0.498% | |
7/23/2025 | Valmark Advisers Inc. | 184,941 | $4.56M | 0.1% | +18.4% | 2.138% | |
7/22/2025 | Confluence Wealth Services Inc. | 613,859 | $15.12M | 0.8% | -1.1% | 7.097% | |
7/22/2025 | Keudell Morrison Wealth Management | 146,741 | $3.62M | 0.8% | N/A | 1.696% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 106,428 | $2.62M | 0.1% | N/A | 1.230% | |
7/22/2025 | Gutierrez Wealth Advisory LLC | 189,095 | $4.66M | 3.1% | +36.7% | 2.186% | |
7/22/2025 | Oak Hill Wealth Advisors LLC | 12,360 | $304K | 0.1% | +3.5% | 0.143% | |
7/18/2025 | Vicus Capital | 14,058 | $346K | 0.0% | N/A | 0.163% | |
7/17/2025 | Venture Visionary Partners LLC | 20,688 | $510K | 0.0% | N/A | 0.242% | |
7/14/2025 | Opal Wealth Advisors LLC | 2,066 | $51K | 0.0% | +97.9% | 0.024% | |
7/14/2025 | AdvisorNet Financial Inc | 8,892 | $219K | 0.0% | -15.2% | 0.105% | |
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7/11/2025 | LongView Wealth Management | 36,502 | $899K | 0.3% | N/A | 0.437% | |
7/9/2025 | Thrive Wealth Management LLC | 14,026 | $346K | 0.1% | N/A | 0.168% | |
5/27/2025 | Jacobi Capital Management LLC | 20,608 | $516K | 0.0% | N/A | 0.305% | |
5/19/2025 | Jane Street Group LLC | 93,676 | $2.35M | 0.0% | +349.1% | 1.499% | |
5/16/2025 | Jones Financial Companies Lllp | 316,833 | $7.94M | 0.0% | N/A | 5.069% | |
5/16/2025 | Integrated Wealth Concepts LLC | 81,652 | $2.05M | 0.0% | N/A | 1.306% | |
5/15/2025 | Royal Bank of Canada | 82,978 | $2.08M | 0.0% | +113.5% | 1.328% | |
5/15/2025 | Betterment LLC | 40,275 | $1.01M | 0.0% | +1.9% | 0.644% | |
5/15/2025 | OLD Mission Capital LLC | 16,411 | $411K | 0.0% | -58.3% | 0.263% | |
5/13/2025 | HighTower Advisors LLC | 198,754 | $4.98M | 0.0% | +491.4% | 3.180% | |
5/12/2025 | Benjamin Edwards Inc. | 76,397 | $1.92M | 0.0% | +4.4% | 1.222% | |
5/9/2025 | Earned Wealth Advisors LLC | 24,702 | $619K | 0.1% | N/A | 0.395% | |
5/8/2025 | Harbour Investments Inc. | 21,248 | $532K | 0.0% | +15.6% | 0.340% | |
5/7/2025 | LPL Financial LLC | 201,707 | $5.06M | 0.0% | N/A | 3.227% | |
5/6/2025 | Cetera Investment Advisers | 31,774 | $796K | 0.0% | +97.4% | 0.508% | |
5/2/2025 | Strata Wealth Advisors LLC | 18,509 | $464K | 0.1% | +105.5% | 0.296% | |
4/30/2025 | Synergy Investment Management LLC | 9,750 | $244K | 0.1% | N/A | 0.184% | |
4/29/2025 | Envestnet Asset Management Inc. | 31,514 | $790K | 0.0% | +67.7% | 0.595% | |
4/29/2025 | Wayfinding Financial LLC | 16,001 | $401K | 0.2% | N/A | 0.302% | |
4/28/2025 | Gutierrez Wealth Advisory LLC | 138,357 | $3.47M | 2.8% | +7.5% | 2.611% | |
4/25/2025 | Koshinski Asset Management Inc. | 27,483 | $689K | 0.1% | +108.0% | 0.519% | |
4/24/2025 | Confluence Wealth Services Inc. | 620,879 | $15.12M | 0.9% | -0.8% | 11.715% | |
4/23/2025 | Oak Hill Wealth Advisors LLC | 11,945 | $299K | 0.1% | N/A | 0.225% | |
4/23/2025 | International Assets Investment Management LLC | 8,325 | $209K | 0.0% | N/A | 0.157% | |
4/23/2025 | Valmark Advisers Inc. | 156,136 | $3.91M | 0.1% | +16.5% | 2.946% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 80,539 | $2.02M | 0.0% | +13.7% | 1.520% | |
4/16/2025 | Opal Wealth Advisors LLC | 1,044 | $26K | 0.0% | N/A | 0.020% | |
4/10/2025 | Freedom Financial Partners LLC | 9,506 | $238K | 0.1% | N/A | 0.179% | |
4/7/2025 | AdvisorNet Financial Inc | 10,492 | $263K | 0.0% | +4.6% | 0.200% | |
3/6/2025 | Wood Tarver Financial Group LLC | 1,565 | $39K | 0.0% | N/A | 0.032% | |
2/17/2025 | Cetera Investment Advisers | 16,094 | $407K | 0.0% | N/A | 0.000% | |
2/17/2025 | Captrust Financial Advisors | 41,955 | $1.06M | 0.0% | N/A | 0.000% | |
2/17/2025 | Benjamin Edwards Inc. | 73,160 | $1.85M | 0.0% | +9.6% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 20,859 | $527K | 0.0% | +56.4% | 0.000% | |
2/14/2025 | Betterment LLC | 39,527 | $999K | 0.0% | N/A | 0.000% | |
2/14/2025 | Capital Analysts LLC | 14,046 | $355K | 0.0% | N/A | 0.000% | |
2/14/2025 | MML Investors Services LLC | 224,876 | $5.69M | 0.0% | +2,746.5% | 0.000% | |
2/14/2025 | Capital International Investors | 90,000 | $2.28M | 0.0% | -93.9% | 0.000% | |
2/13/2025 | Insigneo Advisory Services LLC | 10,123 | $256K | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 18,792 | $475K | 0.0% | N/A | 0.000% | |
2/12/2025 | Thoroughbred Financial Services LLC | 13,900 | $351K | 0.0% | N/A | 0.000% | |
2/12/2025 | OLD Mission Capital LLC | 39,361 | $995K | 0.0% | +115.8% | 0.000% | |
2/11/2025 | Gutierrez Wealth Advisory LLC | 128,661 | $3.25M | 2.7% | N/A | 0.000% | |
2/10/2025 | Harbour Investments Inc. | 18,383 | $465K | 0.0% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 186,327 | $4.71M | 0.0% | +262.6% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 33,607 | $850K | 0.0% | N/A | 0.000% | |
2/6/2025 | Midwest Heritage Bank FSB | 11,039 | $279K | 0.1% | N/A | 0.000% | |
2/3/2025 | Financial Perspectives Inc | 1,191 | $30K | 0.0% | N/A | 0.000% | |
2/3/2025 | Strata Wealth Advisors LLC | 9,007 | $228K | 0.1% | N/A | 0.000% | |
1/30/2025 | Valmark Advisers Inc. | 134,049 | $3.39M | 0.1% | N/A | 0.000% | |
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1/27/2025 | Confluence Wealth Services Inc. | 626,087 | $15.84M | 1.0% | N/A | 0.000% | |
1/16/2025 | Koshinski Asset Management Inc. | 13,210 | $334K | 0.0% | N/A | 0.000% | |
1/15/2025 | Capital & Planning LLC | 9,337 | $236K | 0.2% | N/A | 0.000% | |
1/13/2025 | AdvisorNet Financial Inc | 10,033 | $254K | 0.0% | +3,897.2% | 0.000% | |
11/15/2024 | MML Investors Services LLC | 7,900 | $204K | 0.0% | N/A | 0.000% | |
11/15/2024 | Jane Street Group LLC | 13,338 | $345K | 0.0% | N/A | 0.000% | |
11/15/2024 | Benjamin Edwards Inc. | 66,744 | $1.73M | 0.0% | N/A | 0.000% | |