4/18/2025 | DHJJ Financial Advisors Ltd. | 7,660 | $285K | 0.1% | +32.5% | 0.066% | |
4/18/2025 | Insigneo Advisory Services LLC | 15,407 | $573K | 0.1% | -13.8% | 0.132% | |
4/17/2025 | Sagespring Wealth Partners LLC | 8,147 | $303K | 0.0% | -35.2% | 0.070% | |
4/17/2025 | Janney Montgomery Scott LLC | 72,626 | $2.70M | 0.0% | +10.5% | 0.624% | |
4/17/2025 | Keystone Wealth Services LLC | 38,465 | $1.43M | 0.4% | -4.2% | 0.331% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 10,422 | $388K | 0.0% | +14.6% | 0.090% | |
4/15/2025 | Noble Wealth Management PBC | 20,869 | $776K | 0.5% | -1.5% | 0.193% | |
4/14/2025 | Farther Finance Advisors LLC | 755 | $28K | 0.0% | N/A | 0.007% | |
4/14/2025 | City Holding Co. | 132,380 | $4.93M | 0.7% | +67.4% | 1.226% | |
4/14/2025 | Range Financial Group LLC | 8,672 | $323K | 0.1% | N/A | 0.080% | |
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4/9/2025 | NBC Securities Inc. | 940 | $34K | 0.0% | N/A | 0.009% | |
4/8/2025 | HFG Wealth Management LLC | 40,054 | $1.50M | 0.9% | -85.8% | 0.371% | |
4/8/2025 | Legacy Solutions LLC | 7,177 | $267K | 0.3% | N/A | 0.066% | |
4/7/2025 | AdvisorNet Financial Inc | 6,806 | $253K | 0.0% | N/A | 0.063% | |
3/6/2025 | Wood Tarver Financial Group LLC | 8,998 | $337K | 0.1% | N/A | 0.118% | |
2/27/2025 | REAP Financial Group LLC | 78,265 | $2.93M | 0.7% | -4.8% | 1.026% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 9,875 | $370K | 0.0% | -89.6% | 0.129% | |
2/25/2025 | Armis Advisers LLC | 78,265 | $2.93M | 0.4% | N/A | 1.026% | |
2/18/2025 | Sunbelt Securities Inc. | 88,521 | $3.32M | 0.3% | -7.7% | 0.814% | |
2/17/2025 | EPG Wealth Management LLC | 31,000 | $1.16M | 0.3% | -25.6% | 0.285% | |
2/17/2025 | CoreCap Advisors LLC | 6,889 | $258K | 0.0% | +21.3% | 0.063% | |
2/17/2025 | Cetera Investment Advisers | 203,733 | $7.63M | 0.0% | +6.6% | 1.873% | |
2/17/2025 | Cary Street Partners Financial LLC | 9,170 | $344K | 0.0% | N/A | 0.084% | |
2/17/2025 | Ameriprise Financial Inc. | 14,072 | $527K | 0.0% | N/A | 0.129% | |
2/14/2025 | Jane Street Group LLC | 15,050 | $564K | 0.0% | -72.0% | 0.138% | |
2/14/2025 | Prosperity Consulting Group LLC | 5,652 | $212K | 0.0% | N/A | 0.052% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 44,039 | $1.67M | 0.1% | -1.7% | 0.405% | |
2/13/2025 | NewEdge Advisors LLC | 31,900 | $1.20M | 0.0% | -24.7% | 0.293% | |
2/13/2025 | CreativeOne Wealth LLC | 20,593 | $771K | 0.0% | N/A | 0.189% | |
2/13/2025 | Sagespring Wealth Partners LLC | 12,575 | $471K | 0.0% | N/A | 0.116% | |
2/13/2025 | Townsquare Capital LLC | 17,830 | $668K | 0.0% | -2.1% | 0.164% | |
2/13/2025 | Raymond James Financial Inc. | 825,723 | $30.93M | 0.0% | N/A | 7.589% | |
2/13/2025 | Envestnet Asset Management Inc. | 189,990 | $7.12M | 0.0% | +128.2% | 1.746% | |
2/12/2025 | Bullseye Investment Management LLC | 18,574 | $695K | 0.5% | N/A | 0.171% | |
2/12/2025 | Orion Portfolio Solutions LLC | 6,041 | $226K | 0.0% | -37.5% | 0.056% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 125,868 | $4.72M | 0.9% | N/A | 1.157% | |
2/12/2025 | JPMorgan Chase & Co. | 5,797 | $217K | 0.0% | -67.4% | 0.053% | |
2/11/2025 | Grantvest Financial Group LLC | 11,987 | $449K | 0.5% | N/A | 0.110% | |
2/11/2025 | LPL Financial LLC | 199,969 | $7.49M | 0.0% | +675.1% | 1.838% | |
2/10/2025 | Harbour Investments Inc. | 17,548 | $657K | 0.0% | -35.3% | 0.161% | |
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2/10/2025 | Envestnet Portfolio Solutions Inc. | 17,346 | $650K | 0.0% | +49.2% | 0.159% | |
2/10/2025 | Commonwealth Equity Services LLC | 124,510 | $4.66M | 0.0% | -5.4% | 1.144% | |
2/6/2025 | Raymond James Financial Inc. | 825,723 | $30.93M | 0.0% | N/A | 7.589% | |
2/6/2025 | LVZ Inc. | 9,513 | $356K | 0.0% | +44.8% | 0.087% | |
2/6/2025 | Atria Investments Inc | 10,460 | $392K | 0.0% | N/A | 0.096% | |
2/6/2025 | Alesco Advisors LLC | 22,065 | $827K | 0.0% | N/A | 0.203% | |
2/5/2025 | Anfield Capital Management LLC | 42,144 | $1.58M | 0.6% | -1.6% | 0.387% | |
2/5/2025 | Noble Wealth Management PBC | 21,182 | $793K | 0.6% | N/A | 0.195% | |
2/5/2025 | Bouchey Financial Group Ltd | 135,597 | $5.08M | 0.4% | -71.3% | 1.246% | |
1/31/2025 | Atria Wealth Solutions Inc. | 8,701 | $326K | 0.0% | N/A | 0.080% | |
1/31/2025 | Truist Financial Corp | 31,640 | $1.19M | 0.0% | -9.7% | 0.291% | |
1/31/2025 | Sanctuary Advisors LLC | 9,172 | $349K | 0.0% | -15.1% | 0.084% | |
1/29/2025 | Stonebridge Financial Group LLC | 2,133 | $80K | 0.0% | N/A | 0.020% | |
1/29/2025 | BostonPremier Wealth LLC | 6,646 | $249K | 0.2% | N/A | 0.061% | |
1/24/2025 | Avantra Family Wealth Inc. | 13,893 | $520K | 0.5% | N/A | 0.128% | |
1/24/2025 | Spire Wealth Management | 6,316 | $237K | 0.0% | N/A | 0.058% | |
1/23/2025 | Strategic Blueprint LLC | 44,017 | $1.65M | 0.1% | -6.1% | 0.405% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 5,702 | $214K | 0.0% | N/A | 0.052% | |
1/21/2025 | Geneos Wealth Management Inc. | 7,528 | $282K | 0.0% | N/A | 0.069% | |
1/17/2025 | Janney Montgomery Scott LLC | 65,705 | $2.46M | 0.0% | +0.8% | 0.604% | |
1/16/2025 | Diversify Advisory Services LLC | 16,700 | $624K | 0.0% | N/A | 0.153% | |
1/16/2025 | Cascade Investment Group Inc. | 15,413 | $577K | 0.4% | -3.1% | 0.142% | |
1/15/2025 | Arkadios Wealth Advisors | 37,551 | $1.41M | 0.1% | +212.9% | 0.345% | |
1/13/2025 | HFG Wealth Management LLC | 281,828 | $10.35M | 6.7% | +15.5% | 2.590% | |
1/10/2025 | Sage Capital Advisors llc | 11,962 | $448K | 0.1% | N/A | 0.110% | |
1/10/2025 | ORG Partners LLC | 8,500 | $318K | 0.0% | +466.7% | 0.078% | |
1/8/2025 | International Assets Investment Management LLC | 17,840 | $668K | 0.0% | N/A | 0.164% | |
12/26/2024 | JPMorgan Chase & Co. | 17,760 | $652K | 0.0% | +21.7% | 0.163% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 94,575 | $3.45M | 0.1% | -0.3% | 0.869% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 23,691 | $870K | 0.3% | -2.5% | 0.218% | |
11/19/2024 | Barclays PLC | 1,563 | $57K | 0.0% | N/A | 0.014% | |
11/18/2024 | Sunbelt Securities Inc. | 95,892 | $3.52M | 0.3% | +5.0% | 0.881% | |
11/15/2024 | Barclays PLC | 1,563 | $57K | 0.0% | N/A | 0.014% | |
11/15/2024 | MML Investors Services LLC | 38,852 | $1.43M | 0.0% | +0.7% | 0.357% | |
11/15/2024 | Insigneo Advisory Services LLC | 18,106 | $665K | 0.1% | -3.2% | 0.166% | |
11/15/2024 | Jane Street Group LLC | 53,708 | $1.97M | 0.0% | +158.7% | 0.494% | |
11/7/2024 | MAI Capital Management | 185,914 | $6.83M | 0.1% | -58.9% | 1.709% | |
11/6/2024 | Kovack Advisors Inc. | 16,800 | $617K | 0.1% | -8.2% | 0.154% | |
11/5/2024 | Harbour Investments Inc. | 27,114 | $996K | 0.0% | -31.8% | 0.249% | |
11/1/2024 | Holistic Planning LLC | 56,518 | $2.08M | 0.9% | +230.9% | 0.519% | |
10/30/2024 | Beacon Financial Advisory LLC | 5,560 | $204K | 0.1% | N/A | 0.051% | |
10/29/2024 | Janney Montgomery Scott LLC | 65,188 | $2.39M | 0.0% | -6.9% | 0.599% | |
10/29/2024 | Luken Investment Analytics LLC | 11,219 | $412K | 0.2% | -95.3% | 0.103% | |
10/28/2024 | Americana Partners LLC | 106,832 | $3.92M | 0.3% | -4.5% | 0.982% | |
10/28/2024 | Stephens Inc. AR | 14,363 | $527K | 0.0% | -17.6% | 0.132% | |
10/28/2024 | Summit Wealth Partners LLC | 21,544 | $791K | 0.2% | -1.7% | 0.198% | |
10/25/2024 | Strategic Blueprint LLC | 46,883 | $1.72M | 0.1% | -24.3% | 0.431% | |
10/24/2024 | Arkadios Wealth Advisors | 12,000 | $441K | 0.0% | N/A | 0.110% | |
10/22/2024 | Chris Bulman Inc | 15,682 | $576K | 0.4% | N/A | 0.144% | |
10/18/2024 | Raymond James & Associates | 549,633 | $20.18M | 0.0% | -1.6% | 5.052% | |
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10/17/2024 | Madrona Financial Services LLC | 6,340 | $233K | 0.1% | -8.2% | 0.058% | |
10/11/2024 | ORG Partners LLC | 1,500 | $55K | 0.0% | N/A | 0.014% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 44,810 | $1.65M | 0.1% | -7.0% | 0.412% | |
10/8/2024 | Brookstone Capital Management | 16,253 | $597K | 0.0% | N/A | 0.149% | |
10/4/2024 | HBW Advisory Services LLC | 31,837 | $1.17M | 0.2% | -6.4% | 0.293% | |
9/23/2024 | Centaurus Financial Inc. | 3,039 | $108K | 0.0% | N/A | 0.028% | |
9/11/2024 | Summit Wealth Partners LLC | 21,909 | $776K | 0.2% | N/A | 0.201% | |
9/5/2024 | Sanctuary Advisors LLC | 10,726 | $365K | 0.0% | N/A | 0.099% | |
8/22/2024 | Cetera Investment Advisers | 178,681 | $6.33M | 0.0% | +41.1% | 1.642% | |
8/21/2024 | Truist Financial Corp | 34,419 | $1.22M | 0.0% | +98.9% | 0.316% | |