2/18/2025 | GTS Securities LLC | 33,595 | $914K | 0.0% | +119.4% | 0.193% | |
2/18/2025 | First Heartland Consultants Inc. | 13,350 | $363K | 0.0% | -17.7% | 0.077% | |
2/17/2025 | Two Sigma Investments LP | 82,500 | $2.25M | 0.0% | N/A | 0.475% | |
2/17/2025 | Laird Norton Wetherby Wealth Management LLC | 7,366 | $200K | 0.0% | N/A | 0.042% | |
2/17/2025 | Cary Street Partners Financial LLC | 58,846 | $1.60M | 0.1% | N/A | 0.339% | |
2/17/2025 | Benjamin Edwards Inc. | 80,398 | $2.19M | 0.0% | -2.1% | 0.463% | |
2/17/2025 | Ameriprise Financial Inc. | 64,832 | $1.76M | 0.0% | N/A | 0.373% | |
2/14/2025 | Jane Street Group LLC | 12,202 | $332K | 0.0% | -17.4% | 0.070% | |
2/14/2025 | IHT Wealth Management LLC | 316,807 | $8.62M | 0.3% | +2.1% | 1.823% | |
2/14/2025 | MML Investors Services LLC | 145,933 | $3.97M | 0.0% | -0.5% | 0.840% | |
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2/13/2025 | Mariner LLC | 9,113 | $248K | 0.0% | N/A | 0.052% | |
2/13/2025 | Synovus Financial Corp | 288,391 | $7.85M | 0.1% | +13.5% | 1.659% | |
2/13/2025 | Rockefeller Capital Management L.P. | 13,975 | $380K | 0.0% | N/A | 0.080% | |
2/13/2025 | Raymond James Financial Inc. | 759,642 | $20.67M | 0.0% | N/A | 4.371% | |
2/13/2025 | Waterloo Capital L.P. | 62,773 | $1.71M | 0.2% | +59.8% | 0.361% | |
2/13/2025 | Envestnet Asset Management Inc. | 334,861 | $9.11M | 0.0% | +1.1% | 1.927% | |
2/13/2025 | Perennial Investment Advisors LLC | 13,307 | $362K | 0.0% | N/A | 0.077% | |
2/12/2025 | OLD Mission Capital LLC | 19,658 | $535K | 0.0% | N/A | 0.113% | |
2/12/2025 | Worth Financial Advisory Group LLC | 18,103 | $493K | 0.3% | +118.1% | 0.104% | |
2/12/2025 | Tyler Stone Wealth Management | 41,110 | $1.12M | 0.2% | +5.7% | 0.237% | |
2/11/2025 | LPL Financial LLC | 3,957,397 | $107.68M | 0.0% | +12.8% | 22.770% | |
2/10/2025 | Harbour Investments Inc. | 15,888 | $432K | 0.0% | -6.0% | 0.091% | |
2/10/2025 | Corient Private Wealth LLC | 1,916,425 | $52.08M | 0.1% | +20.7% | 11.027% | |
2/10/2025 | Commonwealth Equity Services LLC | 787,742 | $21.43M | 0.0% | +26.5% | 4.532% | |
2/7/2025 | Grant Street Asset Management Inc. | 2,080,470 | $56.61M | 14.8% | +44.2% | 11.970% | |
2/7/2025 | Independent Advisor Alliance | 17,074 | $465K | 0.0% | N/A | 0.098% | |
2/6/2025 | Raymond James Financial Inc. | 759,642 | $20.67M | 0.0% | N/A | 4.371% | |
2/6/2025 | Atria Investments Inc | 27,105 | $738K | 0.0% | -50.6% | 0.156% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 21,896 | $596K | 0.0% | +19.2% | 0.126% | |
2/5/2025 | Oppenheimer & Co. Inc. | 13,873 | $377K | 0.0% | +68.8% | 0.080% | |
2/5/2025 | Convergence Financial LLC | 19,210 | $523K | 0.1% | N/A | 0.111% | |
2/4/2025 | Provident Wealth Management LLC | 105,718 | $2.88M | 1.0% | -25.8% | 0.608% | |
2/3/2025 | Transcend Capital Advisors LLC | 153,307 | $4.17M | 0.3% | -15.8% | 0.882% | |
2/3/2025 | Private Advisor Group LLC | 396,485 | $10.79M | 0.1% | +12.8% | 2.281% | |
2/3/2025 | Financial Management Network Inc. | 135,689 | $3.75M | 0.8% | +2.0% | 0.781% | |
1/31/2025 | Proactive Wealth Strategies LLC | 13,240 | $360K | 0.2% | N/A | 0.076% | |
1/31/2025 | Truist Financial Corp | 54,260 | $1.48M | 0.0% | +3.1% | 0.312% | |
1/31/2025 | Sanctuary Advisors LLC | 68,993 | $1.94M | 0.0% | -7.3% | 0.397% | |
1/29/2025 | Towneley Capital Management Inc DE | 1,128,557 | $30.71M | 7.3% | -0.6% | 6.493% | |
1/28/2025 | Joel Isaacson & Co. LLC | 24,445 | $665K | 0.0% | +32.3% | 0.141% | |
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1/28/2025 | Golden State Wealth Management LLC | 562,345 | $15.30M | 2.3% | N/A | 3.236% | |
1/27/2025 | Stratos Wealth Partners LTD. | 26,285 | $715K | 0.0% | +14.1% | 0.151% | |
1/24/2025 | WJ Wealth Management LLC | 766,862 | $20.87M | 7.2% | -0.4% | 4.412% | |
1/24/2025 | Leisure Capital Management | 397,871 | $10.83M | 4.2% | +4.4% | 2.289% | |
1/24/2025 | Golden State Equity Partners | 238,022 | $6.48M | 1.2% | -40.8% | 1.370% | |
1/24/2025 | Bluesphere Advisors LLC | 9,462 | $257K | 0.1% | -43.0% | 0.054% | |
1/23/2025 | SOL Capital Management CO | 294,752 | $8.02M | 0.9% | +54.7% | 1.696% | |
1/23/2025 | Strategic Blueprint LLC | 17,360 | $472K | 0.0% | +25.5% | 0.100% | |
1/22/2025 | Northwest Financial Advisors | 15,950 | $434K | 0.4% | N/A | 0.092% | |
1/21/2025 | Avaii Wealth Management LLC | 22,441 | $611K | 0.3% | +24.7% | 0.129% | |
1/21/2025 | Archford Capital Strategies LLC | 55,786 | $1.52M | 0.2% | +10.4% | 0.321% | |
1/21/2025 | Lantz Financial LLC | 88,163 | $2.40M | 0.6% | +6.5% | 0.507% | |
1/17/2025 | Bill Few Associates Inc. | 20,235 | $551K | 0.2% | +87.1% | 0.116% | |
1/17/2025 | Independent Wealth Network Inc. | 7,633 | $208K | 0.1% | N/A | 0.044% | |
1/16/2025 | SFG Wealth Management LLC. | 53,135 | $1.45M | 0.8% | +1.1% | 0.306% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 97,705 | $2.66M | 0.1% | -6.5% | 0.562% | |
1/13/2025 | Moody National Bank Trust Division | 34,828 | $948K | 0.1% | N/A | 0.200% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 2,534,498 | $64.91M | 0.1% | -0.7% | 14.583% | |
11/25/2024 | Synovus Financial Corp | 254,114 | $6.51M | 0.1% | +10.7% | 1.462% | |
11/25/2024 | Sanctuary Advisors LLC | 74,408 | $2M | 0.0% | -2.0% | 0.428% | |
11/15/2024 | Geller Advisors LLC | 126,180 | $3.23M | 0.2% | +24.6% | 0.726% | |
11/15/2024 | MML Investors Services LLC | 146,695 | $3.76M | 0.0% | +0.6% | 0.844% | |
11/15/2024 | Jane Street Group LLC | 14,778 | $378K | 0.0% | -43.4% | 0.085% | |
11/15/2024 | IHT Wealth Management LLC | 310,252 | $7.95M | 0.2% | +1,692.1% | 1.785% | |
11/15/2024 | Investmark Advisory Group LLC | 9,529 | $244K | 0.1% | +14.7% | 0.055% | |
11/15/2024 | Benjamin Edwards Inc. | 82,122 | $2.10M | 0.0% | N/A | 0.473% | |
11/13/2024 | Private Trust Co. NA | 6,751 | $173K | 0.0% | +418.9% | 0.039% | |
11/12/2024 | Great Valley Advisor Group Inc. | 172,572 | $4.42M | 0.1% | +1.7% | 0.993% | |
11/8/2024 | Grant Street Asset Management Inc. | 1,443,197 | $36.96M | 10.8% | +5.2% | 8.304% | |
11/6/2024 | Oppenheimer & Co. Inc. | 8,220 | $211K | 0.0% | N/A | 0.047% | |
11/5/2024 | First Heartland Consultants Inc. | 16,224 | $415K | 0.0% | -11.6% | 0.093% | |
11/4/2024 | Tyler Stone Wealth Management | 38,910 | $996K | 0.2% | +132.3% | 0.224% | |
11/2/2024 | Carr Financial Group Corp | 8,800 | $225K | 0.1% | N/A | 0.051% | |
11/1/2024 | Atria Investments Inc | 54,835 | $1.40M | 0.0% | -2.2% | 0.316% | |
11/1/2024 | Objective Capital Management LLC | 120,380 | $3.08M | 1.8% | N/A | 0.693% | |
11/1/2024 | SpiderRock Advisors LLC | 56,223 | $1.44M | 0.0% | N/A | 0.323% | |
10/31/2024 | Sittner & Nelson LLC | 22,870 | $586K | 0.3% | +20.4% | 0.132% | |
10/30/2024 | United Advisor Group LLC | 13,383 | $343K | 0.1% | +19.7% | 0.077% | |
10/25/2024 | Golden State Equity Partners | 319,413 | $8.18M | 1.8% | -7.6% | 1.838% | |
10/25/2024 | Strategic Blueprint LLC | 13,829 | $354K | 0.0% | N/A | 0.080% | |
10/25/2024 | Worth Financial Advisory Group LLC | 8,302 | $213K | 0.1% | N/A | 0.048% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 2,552,387 | $65.37M | 0.1% | +22.6% | 14.686% | |
10/23/2024 | Joel Isaacson & Co. LLC | 18,470 | $473K | 0.0% | +52.6% | 0.106% | |
10/23/2024 | Financial Management Network Inc. | 132,982 | $3.41M | 0.7% | +1.9% | 0.765% | |
10/22/2024 | SOL Capital Management CO | 190,590 | $4.88M | 0.5% | +15.4% | 1.097% | |
10/22/2024 | Private Advisor Group LLC | 351,345 | $9.00M | 0.1% | +5.6% | 2.022% | |
10/21/2024 | Bluesphere Advisors LLC | 16,594 | $425K | 0.2% | -68.5% | 0.095% | |
10/18/2024 | Raymond James & Associates | 184,599 | $4.73M | 0.0% | +129.8% | 1.062% | |
10/16/2024 | Avaii Wealth Management LLC | 17,989 | $461K | 0.2% | +41.5% | 0.104% | |
10/16/2024 | Provident Wealth Management LLC | 142,442 | $3.65M | 1.2% | -31.5% | 0.820% | |
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10/16/2024 | Leisure Capital Management | 381,026 | $9.76M | 4.2% | +102.3% | 2.192% | |
10/8/2024 | Towneley Capital Management Inc DE | 1,135,366 | $29.08M | 6.6% | +1.1% | 6.533% | |
9/5/2024 | Sanctuary Advisors LLC | 75,933 | $1.92M | 0.0% | N/A | 0.437% | |
8/21/2024 | Truist Financial Corp | 29,681 | $751K | 0.0% | +5.8% | 0.171% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 80,123 | $2.03M | 0.0% | -0.9% | 0.461% | |
8/12/2024 | Waterloo Capital L.P. | 8,928 | $226K | 0.0% | N/A | 0.051% | |
8/10/2024 | Frisch Financial Group Inc. | 8,099 | $205K | 0.1% | N/A | 0.047% | |
8/8/2024 | Envestnet Asset Management Inc. | 303,796 | $7.68M | 0.0% | +65.9% | 1.748% | |
8/8/2024 | LPL Financial LLC | 4,174,033 | $105.56M | 0.1% | +36.9% | 24.016% | |
7/31/2024 | Commonwealth Equity Services LLC | 661,080 | $16.72M | 0.0% | +22.6% | 3.804% | |