4/17/2025 | Janney Montgomery Scott LLC | 280,289 | $5.88M | 0.0% | N/A | 0.697% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 923,275 | $19.38M | 1.3% | +7.7% | 2.297% | |
4/17/2025 | Keystone Wealth Services LLC | 28,478 | $598K | 0.2% | N/A | 0.071% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 37,421 | $785K | 0.1% | -4.5% | 0.093% | |
4/15/2025 | Simplicity Wealth LLC | 10,479 | $220K | 0.0% | N/A | 0.026% | |
4/14/2025 | Park Avenue Securities LLC | 116,647 | $2.45M | 0.0% | +29.2% | 0.290% | |
4/14/2025 | Miracle Mile Advisors LLC | 40,800 | $856K | 0.0% | N/A | 0.101% | |
4/10/2025 | Iams Wealth Management LLC | 129,437 | $2.72M | 1.2% | N/A | 0.322% | |
4/9/2025 | RFG Advisory LLC | 30,905 | $649K | 0.0% | N/A | 0.094% | |
4/9/2025 | HBW Advisory Services LLC | 305,002 | $6.40M | 0.9% | +35.9% | 0.923% | |
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4/8/2025 | Private Client Services LLC | 17,758 | $373K | 0.2% | N/A | 0.054% | |
2/17/2025 | Cetera Investment Advisers | 443,021 | $9.15M | 0.0% | N/A | 59.069% | |
2/17/2025 | Citadel Advisors LLC | 66,385 | $1.37M | 0.0% | +73.3% | 8.851% | |
2/17/2025 | Benjamin Edwards Inc. | 130,558 | $2.70M | 0.0% | +224.9% | 17.408% | |
2/14/2025 | Jane Street Group LLC | 325,001 | $6.71M | 0.0% | +2,459.5% | 43.333% | |
2/14/2025 | Comerica Bank | 10,726 | $221K | 0.0% | N/A | 1.430% | |
2/14/2025 | Topsail Wealth Management LLC | 5,335 | $110K | 0.0% | N/A | 0.711% | |
2/14/2025 | First Trust Advisors LP | 532,647 | $11.00M | 0.0% | N/A | 71.019% | |
2/14/2025 | GeoWealth Management LLC | 19,821 | $409K | 0.0% | N/A | 2.643% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 25,311 | $523K | 0.0% | N/A | 3.375% | |
2/13/2025 | Stenger Family Office LLC | 117,183 | $2.21M | 0.8% | N/A | 15.624% | |
2/13/2025 | Faithward Advisors LLC | 15,763 | $326K | 0.1% | +10.5% | 2.102% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,790,140 | $36.97M | 0.0% | N/A | 238.685% | |
2/12/2025 | OneAscent Financial Services LLC | 11,733 | $242K | 0.0% | N/A | 1.564% | |
2/12/2025 | Orion Portfolio Solutions LLC | 184,739 | $3.82M | 0.0% | N/A | 24.632% | |
2/11/2025 | LPL Financial LLC | 2,151,825 | $44.44M | 0.0% | N/A | 286.909% | |
2/10/2025 | Harbour Investments Inc. | 168,346 | $3.48M | 0.1% | +22.0% | 22.446% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 188,153 | $3.89M | 0.0% | N/A | 25.087% | |
2/10/2025 | Commonwealth Equity Services LLC | 333,943 | $6.90M | 0.0% | +6.7% | 44.526% | |
2/10/2025 | Avantax Advisory Services Inc. | 60,278 | $1.25M | 0.0% | +122.3% | 8.037% | |
2/6/2025 | Vestmark Advisory Solutions Inc. | 34,146 | $705K | 0.0% | N/A | 4.553% | |
2/6/2025 | LVZ Inc. | 2,753,129 | $56.85M | 7.3% | N/A | 367.083% | |
2/6/2025 | Atria Investments Inc | 60,878 | $1.26M | 0.0% | N/A | 8.117% | |
2/6/2025 | Assetmark Inc. | 267,578 | $5.53M | 0.0% | N/A | 35.677% | |
2/5/2025 | Maia Wealth LLC | 35,473 | $734K | 0.2% | +12.9% | 4.730% | |
2/4/2025 | Bank of New York Mellon Corp | 221,955 | $4.58M | 0.0% | N/A | 29.594% | |
2/4/2025 | Acorn Wealth Advisors LLC | 75,607 | $1.56M | 0.6% | N/A | 10.081% | |
1/31/2025 | Global Retirement Partners LLC | 1,745 | $36K | 0.0% | N/A | 0.233% | |
1/31/2025 | Kestra Investment Management LLC | 8,979 | $185K | 0.0% | N/A | 1.197% | |
1/31/2025 | Atria Wealth Solutions Inc. | 90,036 | $1.86M | 0.0% | N/A | 12.005% | |
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1/31/2025 | Truist Financial Corp | 54,939 | $1.13M | 0.0% | +306.5% | 7.325% | |
1/31/2025 | Sanctuary Advisors LLC | 123,803 | $2.56M | 0.0% | +59.3% | 16.507% | |
1/31/2025 | Philip James Wealth Mangement LLC | 256,511 | $5.30M | 0.7% | N/A | 34.201% | |
1/30/2025 | Principal Securities Inc. | 9,174 | $189K | 0.0% | N/A | 1.223% | |
1/27/2025 | Centennial Wealth Advisory LLC | 92,434 | $1.91M | 0.7% | +230.2% | 12.325% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 39,199 | $809K | 0.1% | +1.3% | 5.227% | |
1/23/2025 | Hantz Financial Services Inc. | 2,102 | $43K | 0.0% | N/A | 0.280% | |
1/22/2025 | Perigon Wealth Management LLC | 39,721 | $821K | 0.0% | N/A | 5.296% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 857,421 | $17.71M | 1.2% | N/A | 114.322% | |
1/21/2025 | Geneos Wealth Management Inc. | 2,468 | $51K | 0.0% | N/A | 0.329% | |
1/21/2025 | Impact Partnership Wealth LLC | 21,895 | $452K | 0.1% | N/A | 2.919% | |
1/17/2025 | Raleigh Capital Management Inc. | 4,517 | $93K | 0.0% | N/A | 0.602% | |
1/14/2025 | Park Avenue Securities LLC | 90,265 | $1.86M | 0.0% | N/A | 12.035% | |
1/10/2025 | HBW Advisory Services LLC | 224,480 | $4.64M | 0.7% | +7.5% | 29.931% | |
11/25/2024 | Sanctuary Advisors LLC | 77,717 | $1.61M | 0.0% | N/A | 10.362% | |
11/15/2024 | Jane Street Group LLC | 12,698 | $275K | 0.0% | -41.8% | 1.693% | |
11/15/2024 | Benjamin Edwards Inc. | 40,181 | $869K | 0.0% | N/A | 5.357% | |
11/7/2024 | Thrivent Financial for Lutherans | 11,813 | $255K | 0.0% | N/A | 1.575% | |
11/6/2024 | OneDigital Investment Advisors LLC | 41,183 | $891K | 0.0% | -6.6% | 5.491% | |
11/5/2024 | Harbour Investments Inc. | 137,945 | $2.98M | 0.1% | +55.9% | 18.393% | |
10/30/2024 | Centennial Wealth Advisory LLC | 27,991 | $605K | 0.2% | N/A | 3.732% | |
10/30/2024 | Maia Wealth LLC | 31,429 | $660K | 0.2% | +8.1% | 4.191% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 21,350 | $462K | 0.1% | +12.4% | 2.847% | |
10/4/2024 | HBW Advisory Services LLC | 208,762 | $4.52M | 0.7% | N/A | 27.835% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 25,801 | $535K | 0.0% | +107.1% | 3.440% | |
7/26/2024 | Harbour Investments Inc. | 88,511 | $1.83M | 0.1% | -4.2% | 11.801% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 216,031 | $4.47M | 0.0% | +2.3% | 28.804% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 18,996 | $393K | 0.1% | +5.3% | 2.533% | |
7/16/2024 | Maia Wealth LLC | 29,067 | $611K | 0.2% | N/A | 3.876% | |
7/11/2024 | Clarus Wealth Advisors | 17,815 | $372K | 0.2% | +4.1% | 2.375% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 12,456 | $260K | 0.0% | N/A | 1.661% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 18,043 | $366K | 0.1% | +13.5% | 2.406% | |
4/25/2024 | Triumph Capital Management | 38,964 | $809K | 0.3% | N/A | 5.195% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 211,275 | $4.42M | 0.0% | +2.0% | 28.170% | |
4/11/2024 | Clarus Wealth Advisors | 17,111 | $351K | 0.2% | N/A | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 207,096 | $4.39M | 0.0% | N/A | 0.000% | |
2/8/2024 | Mizuho Securities USA LLC | 90,000 | $1.91M | 0.0% | N/A | 0.000% | |