8/8/2025 | Rockefeller Capital Management L.P. | 114,170 | $1.77M | 0.0% | +26.5% | 0.284% | |
8/8/2025 | Cetera Investment Advisers | 57,259 | $890K | 0.0% | +178.4% | 0.143% | |
8/8/2025 | PNC Financial Services Group Inc. | 3,793 | $59K | 0.0% | -15.2% | 0.009% | |
8/8/2025 | SBI Securities Co. Ltd. | 6,438 | $100K | 0.0% | +137.0% | 0.016% | |
8/6/2025 | Prospera Financial Services Inc | 156,115 | $2.43M | 0.0% | N/A | 0.389% | |
8/6/2025 | Moors & Cabot Inc. | 22,366 | $348K | 0.0% | N/A | 0.056% | |
8/5/2025 | Intellectus Partners LLC | 632,650 | $9.83M | 2.1% | +2.8% | 1.618% | |
8/5/2025 | Ciovacco Capital Management LLC | 34,994 | $544K | 0.3% | N/A | 0.089% | |
8/4/2025 | Integrity Alliance LLC. | 29,086 | $452K | 0.0% | N/A | 0.074% | |
8/4/2025 | Atria Investments Inc | 414,962 | $6.45M | 0.1% | +3,907.0% | 1.061% | |
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8/4/2025 | Flagship Harbor Advisors LLC | 198,437 | $3.08M | 0.1% | N/A | 0.507% | |
8/1/2025 | Envestnet Asset Management Inc. | 255,278 | $3.97M | 0.0% | +57.8% | 0.653% | |
7/31/2025 | Topsail Wealth Management LLC | 14,060 | $218K | 0.0% | N/A | 0.036% | |
7/31/2025 | Hobart Private Capital LLC | 154,669 | $2.40M | 0.5% | +11.7% | 0.396% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 63,436 | $986K | 0.4% | -5.1% | 0.162% | |
7/29/2025 | ODonnell Financial Services LLC | 747,517 | $11.62M | 4.5% | N/A | 1.912% | |
7/29/2025 | Balboa Wealth Partners | 32,459 | $504K | 0.1% | +171.4% | 0.083% | |
7/29/2025 | International Assets Investment Management LLC | 44,010 | $684K | 0.0% | N/A | 0.113% | |
7/29/2025 | Manchester Financial Inc. | 1,382,182 | $21.48M | 4.5% | N/A | 3.535% | |
7/28/2025 | Harbour Investments Inc. | 155,443 | $2.42M | 0.1% | -4.7% | 0.398% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 47,936 | $745K | 0.0% | -7.3% | 0.123% | |
7/25/2025 | Concurrent Investment Advisors LLC | 28,514 | $443K | 0.0% | +97.6% | 0.073% | |
7/24/2025 | IFP Advisors Inc | 342,112 | $5.32M | 0.2% | +14,748.6% | 0.875% | |
7/24/2025 | Blair William & Co. IL | 3,000 | $47K | 0.0% | N/A | 0.008% | |
7/23/2025 | Foresight Capital Management Advisors Inc. | 195,185 | $3.03M | 1.8% | N/A | 0.504% | |
7/22/2025 | Belpointe Asset Management LLC | 22,905 | $356K | 0.0% | N/A | 0.059% | |
7/22/2025 | Berger Financial Group Inc | 16,543 | $257K | 0.0% | +4.2% | 0.043% | |
7/21/2025 | J2 Capital Management Inc | 41,716 | $648K | 0.5% | N/A | 0.108% | |
7/18/2025 | SMI Advisory Services LLC | 1,247,631 | $19.34M | 3.7% | N/A | 3.191% | |
7/18/2025 | Truist Financial Corp | 120,316 | $1.87M | 0.0% | +620.2% | 0.308% | |
7/17/2025 | Lee Johnson Capital Management LLC | 22,640 | $352K | 0.1% | N/A | 0.058% | |
7/17/2025 | Janney Montgomery Scott LLC | 380,881 | $5.92M | 0.0% | +93.9% | 0.983% | |
7/17/2025 | Forefront Wealth Management Inc. | 157,967 | $2.46M | 2.0% | N/A | 0.408% | |
7/16/2025 | ORG Partners LLC | 28,500 | $466K | 0.1% | N/A | 0.074% | |
7/16/2025 | Owen LaRue LLC | 151,421 | $2.35M | 1.0% | -61.6% | 0.391% | |
7/16/2025 | Register Financial Advisors LLC | 12,719 | $198K | 0.1% | N/A | 0.033% | |
7/11/2025 | Silver Oak Securities Incorporated | 20,056 | $312K | 0.0% | +25.4% | 0.052% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 24,946 | $389K | 0.0% | N/A | 0.065% | |
7/8/2025 | Next Level Private LLC | 163,272 | $2.54M | 0.8% | +0.7% | 0.426% | |
5/20/2025 | Focus Partners Wealth | 44,992 | $611K | 0.0% | N/A | 0.169% | |
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5/19/2025 | Jane Street Group LLC | 153,124 | $2.08M | 0.0% | +87.4% | 0.577% | |
5/16/2025 | Coppell Advisory Solutions LLC | 13,281 | $192K | 0.0% | +23.7% | 0.050% | |
5/16/2025 | Jones Financial Companies Lllp | 27,353 | $371K | 0.0% | +588.1% | 0.103% | |
5/16/2025 | Integrated Wealth Concepts LLC | 90,822 | $1.23M | 0.0% | -0.8% | 0.342% | |
5/15/2025 | Royal Bank of Canada | 25,429 | $346K | 0.0% | +38.6% | 0.096% | |
5/15/2025 | Baird Financial Group Inc. | 12,853 | $174K | 0.0% | N/A | 0.048% | |
5/14/2025 | CreativeOne Wealth LLC | 26,692 | $362K | 0.0% | -7.4% | 0.101% | |
5/14/2025 | Comerica Bank | 50,112 | $680K | 0.0% | +97.1% | 0.189% | |
5/8/2025 | Harbour Investments Inc. | 163,145 | $2.21M | 0.1% | +12.7% | 0.870% | |
5/7/2025 | LPL Financial LLC | 471,712 | $6.40M | 0.0% | +48.4% | 2.516% | |
5/6/2025 | Cetera Investment Advisers | 20,567 | $279K | 0.0% | +38.1% | 0.110% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 66,831 | $907K | 0.4% | +19.1% | 0.356% | |
5/5/2025 | Treasure Coast Financial Planning | 12,523 | $170K | 0.1% | +15.2% | 0.067% | |
5/5/2025 | IFP Advisors Inc | 2,304 | $31K | 0.0% | +211.4% | 0.012% | |
5/5/2025 | Kestra Private Wealth Services LLC | 76,986 | $1.05M | 0.0% | +406.0% | 0.411% | |
5/2/2025 | SBI Securities Co. Ltd. | 2,716 | $37K | 0.0% | +4,015.2% | 0.014% | |
5/2/2025 | Sigma Planning Corp | 16,966 | $230K | 0.0% | +34.8% | 0.090% | |
5/1/2025 | Stephens Inc. AR | 35,958 | $488K | 0.0% | -9.2% | 0.192% | |
5/1/2025 | Gateway Wealth Partners LLC | 22,001 | $299K | 0.1% | +28.5% | 0.117% | |
4/29/2025 | Envestnet Asset Management Inc. | 161,728 | $2.20M | 0.0% | +2.6% | 0.863% | |
4/24/2025 | Elevated Capital Advisors LLC | 49,419 | $671K | 0.2% | -11.6% | 0.264% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 14,255 | $193K | 0.0% | N/A | 0.076% | |
4/23/2025 | Cottonwood Capital Advisors LLC | 33,229 | $451K | 0.3% | -4.2% | 0.177% | |
4/23/2025 | Balboa Wealth Partners | 11,962 | $162K | 0.0% | N/A | 0.064% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 54,348 | $738K | 0.0% | +17.7% | 0.290% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 51,690 | $701K | 0.0% | -4.1% | 0.276% | |
4/17/2025 | Janney Montgomery Scott LLC | 196,425 | $2.67M | 0.0% | +1.9% | 1.190% | |
4/15/2025 | Murphy Middleton Hinkle & Parker Inc. | 107,446 | $1.46M | 0.8% | -0.9% | 0.651% | |
4/11/2025 | Next Level Private LLC | 162,125 | $2.20M | 0.8% | +16.0% | 0.983% | |
4/11/2025 | Intellectus Partners LLC | 615,633 | $8.35M | 2.1% | +6.0% | 3.731% | |
4/9/2025 | NBC Securities Inc. | 2,192 | $29K | 0.0% | +109,500.0% | 0.013% | |
4/7/2025 | GAMMA Investing LLC | 37,657 | $511K | 0.0% | +1,257.0% | 0.228% | |
4/1/2025 | Hobart Private Capital LLC | 138,527 | $1.88M | 0.5% | +8.3% | 0.840% | |
2/25/2025 | Armis Advisers LLC | 10,019 | $113K | 0.0% | N/A | 0.084% | |
2/17/2025 | Cetera Investment Advisers | 14,896 | $168K | 0.0% | +12.6% | 0.112% | |
2/17/2025 | Bank of America Corp DE | 130,271 | $1.47M | 0.0% | +0.7% | 0.983% | |
2/17/2025 | Benjamin Edwards Inc. | 23,861 | $269K | 0.0% | +8.0% | 0.180% | |
2/14/2025 | Jane Street Group LLC | 81,691 | $920K | 0.0% | N/A | 0.617% | |
2/14/2025 | Comerica Bank | 25,431 | $286K | 0.0% | +59.2% | 0.192% | |
2/14/2025 | Berger Financial Group Inc | 15,305 | $172K | 0.0% | -27.4% | 0.116% | |
2/14/2025 | Integrated Wealth Concepts LLC | 91,553 | $1.03M | 0.0% | +1.1% | 0.691% | |
2/14/2025 | Coppell Advisory Solutions LLC | 10,737 | $121K | 0.0% | +24.0% | 0.081% | |
2/14/2025 | Susquehanna International Group LLP | 143,234 | $1.61M | 0.0% | +39.0% | 1.081% | |
2/14/2025 | Stifel Financial Corp | 31,985 | $360K | 0.0% | +8.2% | 0.241% | |
2/13/2025 | CreativeOne Wealth LLC | 28,817 | $324K | 0.0% | N/A | 0.217% | |
2/13/2025 | Rockefeller Capital Management L.P. | 51,910 | $584K | 0.0% | +2.0% | 0.392% | |
2/13/2025 | Raymond James Financial Inc. | 293,717 | $3.31M | 0.0% | N/A | 2.217% | |
2/13/2025 | Envestnet Asset Management Inc. | 157,615 | $1.77M | 0.0% | +6.7% | 1.190% | |
2/13/2025 | Wells Fargo & Company MN | 248,439 | $2.80M | 0.0% | -27.5% | 1.875% | |
2/12/2025 | BlueChip Wealth Advisors LLC | 56,134 | $632K | 0.4% | -15.5% | 0.424% | |
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2/12/2025 | Tucker Asset Management LLC | 4,207 | $47K | 0.0% | -31.3% | 0.032% | |
2/12/2025 | Orion Portfolio Solutions LLC | 49,071 | $552K | 0.0% | +4.3% | 0.370% | |
2/12/2025 | JPMorgan Chase & Co. | 2,900 | $33K | 0.0% | +364.0% | 0.022% | |
2/11/2025 | LPL Financial LLC | 317,891 | $3.58M | 0.0% | +3.1% | 2.399% | |
2/11/2025 | Virtu Financial LLC | 11,759 | $132K | 0.0% | N/A | 0.089% | |
2/10/2025 | Harbour Investments Inc. | 144,812 | $1.63M | 0.0% | -8.6% | 1.093% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 53,895 | $607K | 0.0% | -4.4% | 0.407% | |
2/10/2025 | Commonwealth Equity Services LLC | 55,063 | $620K | 0.0% | -4.6% | 0.416% | |
2/7/2025 | Intellectus Partners LLC | 580,544 | $6.54M | 1.4% | +8.9% | 4.381% | |
2/6/2025 | Raymond James Financial Inc. | 293,717 | $3.31M | 0.0% | N/A | 2.217% | |