8/14/2025 | CLG LLC | 7,204 | $299K | 0.1% | +4.3% | 0.019% | |
8/14/2025 | Jane Street Group LLC | 71,309 | $2.96M | 0.0% | -56.8% | 0.186% | |
8/14/2025 | Raymond James Financial Inc. | 397,102 | $16.47M | 0.0% | +7.9% | 1.034% | |
8/14/2025 | Diversify Advisory Services LLC | 12,029 | $514K | 0.0% | +7.9% | 0.031% | |
8/14/2025 | Faithward Advisors LLC | 13,999 | $581K | 0.1% | +30.6% | 0.036% | |
8/13/2025 | EverSource Wealth Advisors LLC | 787 | $33K | 0.0% | N/A | 0.002% | |
8/13/2025 | Van Hulzen Asset Management LLC | 73,228 | $3.04M | 0.3% | +2.5% | 0.191% | |
8/13/2025 | Advocacy Wealth Management Services LLC | 686,805 | $28.48M | 1.7% | -4.5% | 1.789% | |
8/13/2025 | Kuhn & Co Investment Counsel | 23,974 | $994K | 0.8% | +87.4% | 0.062% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 286,148 | $11.87M | 0.0% | -12.0% | 0.745% | |
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8/12/2025 | J.W. Cole Advisors Inc. | 22,725 | $942K | 0.0% | +33.7% | 0.059% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 201,710 | $8.37M | 0.1% | -1.8% | 0.525% | |
8/12/2025 | Global Retirement Partners LLC | 5,072 | $210K | 0.0% | N/A | 0.013% | |
8/12/2025 | Cozad Asset Management Inc. | 6,021 | $250K | 0.0% | N/A | 0.016% | |
8/12/2025 | JPMorgan Chase & Co. | 18,613 | $772K | 0.0% | +96.2% | 0.048% | |
8/12/2025 | PKS Advisory Services LLC | 7,119 | $295K | 0.1% | -3.4% | 0.019% | |
8/11/2025 | Diversified Portfolios Inc. | 8,564 | $355K | 0.0% | -5.2% | 0.022% | |
8/8/2025 | Rockefeller Capital Management L.P. | 20,426 | $847K | 0.0% | +26.8% | 0.053% | |
8/8/2025 | Avantax Advisory Services Inc. | 54,221 | $2.25M | 0.0% | +26.6% | 0.142% | |
8/8/2025 | Cetera Investment Advisers | 407,073 | $16.88M | 0.0% | +8.5% | 1.066% | |
8/8/2025 | Foundations Investment Advisors LLC | 30,272 | $1.26M | 0.0% | +55.9% | 0.079% | |
8/7/2025 | Allworth Financial LP | 683 | $28K | 0.0% | +80.7% | 0.002% | |
8/6/2025 | AE Wealth Management LLC | 12,980 | $538K | 0.0% | -75.3% | 0.034% | |
8/6/2025 | Golden State Wealth Management LLC | 44,974 | $1.87M | 0.2% | N/A | 0.118% | |
8/6/2025 | Commonwealth Equity Services LLC | 2,208,276 | $91.58M | 0.1% | +20.6% | 5.781% | |
8/6/2025 | First Horizon Advisors Inc. | 2,926 | $121K | 0.0% | N/A | 0.008% | |
8/4/2025 | Atria Investments Inc | 375,662 | $15.58M | 0.2% | N/A | 0.983% | |
8/4/2025 | Spire Wealth Management | 20,438 | $848K | 0.0% | +85,058.3% | 0.054% | |
8/1/2025 | Cedar Point Capital Partners LLC | 17,881 | $742K | 0.5% | -6.6% | 0.047% | |
8/1/2025 | Envestnet Asset Management Inc. | 631,790 | $26.20M | 0.0% | +44.3% | 1.654% | |
7/31/2025 | Trademark Financial Management LLC | 8,206 | $340K | 0.2% | -83.5% | 0.021% | |
7/30/2025 | Strategic Blueprint LLC | 18,500 | $767K | 0.0% | N/A | 0.048% | |
7/30/2025 | Principle Wealth Partners LLC | 6,200 | $257K | 0.0% | N/A | 0.016% | |
7/30/2025 | Retirement Planning Group LLC | 3,551,494 | $147.28M | 6.3% | +2.1% | 9.297% | |
7/30/2025 | Cullen Frost Bankers Inc. | 6,926 | $287K | 0.0% | +11.0% | 0.018% | |
7/30/2025 | BG Investment Services Inc. | 16,055 | $666K | 0.8% | -33.6% | 0.042% | |
7/29/2025 | BKM Wealth Management LLC | 5,587 | $232K | 0.1% | N/A | 0.015% | |
7/29/2025 | Systelligence LLC | 411,287 | $17.06M | 3.2% | +4.0% | 1.077% | |
7/29/2025 | Stratos Wealth Partners LTD. | 9,738 | $404K | 0.0% | -12.6% | 0.025% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 227,826 | $9.45M | 2.3% | -7.6% | 0.596% | |
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7/29/2025 | Riverbend Wealth Management LLC | 27,058 | $1.12M | 0.8% | +1.6% | 0.071% | |
7/28/2025 | Uptick Partners LLC | 5,358 | $222K | 0.1% | -10.2% | 0.014% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 20,795 | $862K | 0.0% | +15.0% | 0.054% | |
7/25/2025 | CWM LLC | 6,845 | $284K | 0.0% | +94.5% | 0.018% | |
7/25/2025 | Concurrent Investment Advisors LLC | 17,261 | $716K | 0.0% | +14.5% | 0.045% | |
7/24/2025 | IFP Advisors Inc | 1,144 | $47K | 0.0% | +116.7% | 0.003% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 37,068 | $1.54M | 0.0% | N/A | 0.098% | |
7/17/2025 | Emerald Advisors LLC | 7,250 | $301K | 0.0% | N/A | 0.019% | |
7/17/2025 | Sound Income Strategies LLC | 2,605 | $108K | 0.0% | -50.0% | 0.007% | |
7/16/2025 | Evergreen Private Wealth LLC | 122,952 | $5.10M | 2.1% | +4.3% | 0.324% | |
7/16/2025 | Novem Group | 167,625 | $6.95M | 0.9% | N/A | 0.441% | |
7/11/2025 | Farther Finance Advisors LLC | 66,731 | $2.77M | 0.1% | +95.3% | 0.177% | |
7/11/2025 | Silver Oak Securities Incorporated | 8,221 | $341K | 0.0% | -3.5% | 0.022% | |
7/10/2025 | Global Financial Private Client LLC | 16,201 | $672K | 0.3% | N/A | 0.043% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 8,947 | $380K | 0.0% | +15.8% | 0.024% | |
7/10/2025 | Focus Financial Network Inc. | 5,977 | $248K | 0.0% | N/A | 0.016% | |
7/9/2025 | Breakwater Capital Group | 16,182 | $671K | 0.1% | N/A | 0.043% | |
7/9/2025 | Sterling Manor Financial LLC | 111,628 | $4.63M | 3.1% | -2.5% | 0.295% | |
7/8/2025 | Parallel Advisors LLC | 3,842 | $159K | 0.0% | N/A | 0.010% | |
7/7/2025 | Roxbury Financial LLC | 19,894 | $825K | 0.8% | -7.7% | 0.053% | |
7/7/2025 | Nova Wealth Management Inc. | 3,704 | $154K | 0.1% | +19.9% | 0.010% | |
6/11/2025 | Fortitude Financial LLC | 155,604 | $6.09M | 5.8% | N/A | 0.417% | |
5/29/2025 | Nova Wealth Management Inc. | 3,088 | $121K | 0.1% | +45.8% | 0.008% | |
5/19/2025 | Jane Street Group LLC | 165,027 | $6.46M | 0.0% | +113.0% | 0.451% | |
5/16/2025 | Faithward Advisors LLC | 10,721 | $420K | 0.1% | +21.2% | 0.029% | |
5/16/2025 | Goldman Sachs Group Inc. | 41,957 | $1.64M | 0.0% | +104.6% | 0.111% | |
5/15/2025 | Royal Bank of Canada | 18,651 | $730K | 0.0% | +30.9% | 0.051% | |
5/14/2025 | Per Stirling Capital Management LLC. | 48,056 | $1.88M | 0.3% | N/A | 0.131% | |
5/14/2025 | PKS Advisory Services LLC | 7,373 | $289K | 0.1% | -60.7% | 0.020% | |
5/14/2025 | Cedar Point Capital Partners LLC | 19,152 | $750K | 0.5% | +4.5% | 0.052% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 325,129 | $12.73M | 0.0% | +40.7% | 0.888% | |
5/14/2025 | Van Hulzen Asset Management LLC | 71,412 | $2.80M | 0.3% | N/A | 0.195% | |
5/14/2025 | Kestra Advisory Services LLC | 308,299 | $12.07M | 0.1% | +30.4% | 0.842% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 205,322 | $8.04M | 0.1% | -6.6% | 0.561% | |
5/13/2025 | Raymond James Financial Inc. | 367,918 | $14.41M | 0.0% | +2.5% | 1.005% | |
5/9/2025 | Chicago Partners Investment Group LLC | 16,450 | $645K | 0.0% | N/A | 0.045% | |
5/9/2025 | Atria Wealth Solutions Inc. | 13,177 | $516K | 0.0% | +30.8% | 0.036% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,830,636 | $71.69M | 0.1% | +4.6% | 5.002% | |
5/7/2025 | Foundations Investment Advisors LLC | 19,412 | $760K | 0.0% | +285.8% | 0.053% | |
5/7/2025 | LPL Financial LLC | 620,790 | $24.31M | 0.0% | +74.6% | 1.696% | |
5/6/2025 | Cetera Investment Advisers | 375,075 | $14.69M | 0.0% | +56.1% | 1.025% | |
5/6/2025 | Avantax Advisory Services Inc. | 42,821 | $1.68M | 0.0% | -20.3% | 0.117% | |
5/6/2025 | BG Investment Services Inc. | 24,194 | $947K | 1.0% | +47.9% | 0.066% | |
5/6/2025 | AE Wealth Management LLC | 52,639 | $2.06M | 0.0% | +10.7% | 0.144% | |
5/6/2025 | Advocacy Wealth Management Services LLC | 719,447 | $28.17M | 1.9% | N/A | 1.966% | |
5/5/2025 | Kestra Private Wealth Services LLC | 53,868 | $2.11M | 0.0% | +84.6% | 0.147% | |
5/5/2025 | Private Advisor Group LLC | 18,669 | $731K | 0.0% | +210.3% | 0.051% | |
5/5/2025 | Diversify Advisory Services LLC | 11,152 | $429K | 0.0% | N/A | 0.030% | |
5/2/2025 | Cullen Frost Bankers Inc. | 6,237 | $244K | 0.0% | +216.9% | 0.017% | |
5/2/2025 | Parcion Private Wealth LLC | 349,831 | $13.70M | 1.1% | -28.8% | 0.956% | |
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5/2/2025 | Evergreen Private Wealth LLC | 117,890 | $4.62M | 2.2% | +1.1% | 0.322% | |
5/1/2025 | Fifth Third Securities Inc. | 19,112 | $748K | 0.1% | -32.1% | 0.052% | |
4/30/2025 | Stratos Wealth Partners LTD. | 11,147 | $437K | 0.0% | +12.1% | 0.030% | |
4/30/2025 | Stratos Investment Management LLC | 128,627 | $5.04M | 0.3% | -41.9% | 0.351% | |
4/29/2025 | Envestnet Asset Management Inc. | 437,937 | $17.15M | 0.0% | +14.5% | 1.197% | |
4/29/2025 | Concurrent Investment Advisors LLC | 15,076 | $590K | 0.0% | +39.4% | 0.041% | |
4/29/2025 | Silver Oak Securities Incorporated | 8,515 | $330K | 0.0% | +16.1% | 0.023% | |
4/28/2025 | Sterling Manor Financial LLC | 114,526 | $4.49M | 3.2% | -42.7% | 0.313% | |
4/25/2025 | Trademark Financial Management LLC | 49,705 | $1.95M | 1.5% | -7.3% | 0.176% | |
4/24/2025 | Laurel Wealth Planning LLC | 44,586 | $1.75M | 1.2% | N/A | 0.158% | |