4/17/2025 | Janney Montgomery Scott LLC | 15,207 | $290K | 0.0% | -6.5% | 0.096% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 929,537 | $17.71M | 1.2% | +5.6% | 5.846% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 5,738 | $109K | 0.0% | +81.9% | 0.036% | |
4/1/2025 | Hobart Private Capital LLC | 51,289 | $977K | 0.2% | -24.1% | 0.323% | |
2/18/2025 | Western Wealth Management LLC | 15,722 | $302K | 0.1% | +4.6% | 0.169% | |
2/14/2025 | Jane Street Group LLC | 25,370 | $487K | 0.0% | -68.7% | 0.273% | |
2/14/2025 | Stifel Financial Corp | 36,868 | $707K | 0.0% | +32.0% | 0.396% | |
2/13/2025 | Mariner LLC | 13,193 | $253K | 0.0% | N/A | 0.142% | |
2/13/2025 | Summit Investment Advisors Inc. | 646,289 | $12.40M | 11.0% | +5.4% | 6.949% | |
2/13/2025 | Envestnet Asset Management Inc. | 545,457 | $10.46M | 0.0% | +5.5% | 5.865% | |
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2/13/2025 | Wells Fargo & Company MN | 184,737 | $3.54M | 0.0% | N/A | 1.986% | |
2/12/2025 | Nicolet Advisory Services LLC | 542,704 | $10.43M | 1.0% | +1.6% | 5.836% | |
2/12/2025 | JPMorgan Chase & Co. | 583,350 | $11.19M | 0.0% | -4.3% | 6.273% | |
2/11/2025 | LPL Financial LLC | 631,078 | $12.10M | 0.0% | +61.7% | 6.786% | |
2/10/2025 | Commonwealth Equity Services LLC | 28,021 | $537K | 0.0% | +83.3% | 0.301% | |
2/7/2025 | Oak Hill Wealth Advisors LLC | 10,875 | $209K | 0.0% | N/A | 0.117% | |
2/6/2025 | Raymond James Financial Inc. | 622,344 | $11.94M | 0.0% | N/A | 6.692% | |
2/5/2025 | Smartleaf Asset Management LLC | 11,115 | $213K | 0.0% | +65.6% | 0.120% | |
1/31/2025 | Global Retirement Partners LLC | 6,979 | $134K | 0.0% | +16.5% | 0.075% | |
1/31/2025 | Truist Financial Corp | 13,227 | $254K | 0.0% | -26.3% | 0.142% | |
1/31/2025 | Systelligence LLC | 478,880 | $9.19M | 2.3% | -0.5% | 5.149% | |
1/31/2025 | Principal Financial Group Inc. | 2,529,582 | $48.52M | 0.0% | +8.0% | 27.200% | |
1/30/2025 | Principal Securities Inc. | 849,222 | $16.29M | 0.4% | +16.0% | 9.131% | |
1/29/2025 | TFB Advisors LLC | 10,185 | $195K | 0.1% | N/A | 0.110% | |
1/28/2025 | Kestra Private Wealth Services LLC | 38,078 | $730K | 0.0% | +1.8% | 0.409% | |
1/28/2025 | Hobart Private Capital LLC | 67,551 | $1.30M | 0.3% | +68.0% | 0.726% | |
1/27/2025 | Legacy CG LLC | 254,928 | $4.89M | 1.5% | -0.3% | 2.741% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 3,154 | $60K | 0.0% | +32.6% | 0.034% | |
1/24/2025 | McAdam LLC | 98,431 | $1.89M | 0.1% | +57.1% | 1.058% | |
1/23/2025 | Capital Investment Advisory Services LLC | 8,237 | $158K | 0.0% | +241.6% | 0.089% | |
1/23/2025 | Strategic Planning Group LLC | 1,051,167 | $20.16M | 3.7% | +5.2% | 11.303% | |
1/22/2025 | Fortress Wealth Management Inc. | 25,285 | $485K | 0.2% | -39.0% | 0.272% | |
1/22/2025 | PFG Investments LLC | 23,043 | $442K | 0.0% | +3.4% | 0.248% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 880,460 | $16.89M | 1.1% | +1.9% | 9.467% | |
1/17/2025 | Cedar Point Capital Partners LLC | 196,176 | $3.76M | 2.5% | +2.3% | 2.109% | |
1/17/2025 | Janney Montgomery Scott LLC | 16,257 | $312K | 0.0% | -21.3% | 0.175% | |
1/15/2025 | Ameritas Advisory Services LLC | 55,014 | $1.06M | 0.0% | +42.4% | 0.592% | |
12/26/2024 | JPMorgan Chase & Co. | 609,578 | $11.91M | 0.0% | +12.7% | 6.555% | |
12/19/2024 | Principal Financial Group Inc. | 2,342,546 | $45.75M | 0.0% | +1.2% | 25.189% | |
11/15/2024 | MML Investors Services LLC | 13,771 | $269K | 0.0% | N/A | 0.148% | |
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11/15/2024 | Orion Portfolio Solutions LLC | 36,563 | $714K | 0.0% | +45.8% | 0.393% | |
11/15/2024 | Jane Street Group LLC | 81,073 | $1.58M | 0.0% | N/A | 0.872% | |
11/15/2024 | Stifel Financial Corp | 27,936 | $546K | 0.0% | N/A | 0.300% | |
11/12/2024 | Nicolet Advisory Services LLC | 534,036 | $10.40M | 1.0% | -32.1% | 5.742% | |
11/5/2024 | Systelligence LLC | 481,186 | $9.40M | 2.3% | -1.0% | 5.174% | |
10/31/2024 | Principal Financial Group Inc. | 2,342,546 | $45.75M | 0.0% | +1.2% | 25.189% | |
10/30/2024 | Legacy CG LLC | 255,706 | $4.99M | 1.6% | -0.5% | 2.750% | |
10/29/2024 | Cedar Point Capital Partners LLC | 191,808 | $3.75M | 2.6% | -26.9% | 2.062% | |
10/28/2024 | Principal Securities Inc. | 731,823 | $14.29M | 0.3% | +89.4% | 7.869% | |
10/24/2024 | PFG Investments LLC | 22,290 | $435K | 0.0% | N/A | 0.240% | |
10/23/2024 | PSI Advisors LLC | 5,824 | $114K | 0.0% | -21.0% | 0.063% | |
10/22/2024 | McAdam LLC | 62,644 | $1.22M | 0.1% | N/A | 0.674% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 864,409 | $16.88M | 1.2% | +3.0% | 9.295% | |
10/18/2024 | Fortress Wealth Management Inc. | 41,453 | $810K | 0.4% | -70.9% | 0.446% | |
10/2/2024 | First Community Trust NA | 4,225 | $83K | 0.1% | N/A | 0.045% | |
8/21/2024 | Truist Financial Corp | 47,105 | $897K | 0.0% | -63.8% | 0.507% | |
8/8/2024 | Envestnet Asset Management Inc. | 200,984 | $3.83M | 0.0% | +14.1% | 2.161% | |
7/31/2024 | Commonwealth Equity Services LLC | 23,543 | $449K | 0.0% | +7.6% | 0.253% | |
7/30/2024 | AJ Advisors LLC | 98,509 | $1.88M | 1.0% | -2.6% | 1.059% | |
7/30/2024 | Hobart Private Capital LLC | 30,756 | $586K | 0.2% | +34.8% | 0.331% | |
7/29/2024 | Principal Financial Group Inc. | 2,315,177 | $44.11M | 0.0% | +1.6% | 24.894% | |
7/29/2024 | Ameritas Advisory Services LLC | 38,477 | $733K | 0.0% | +1.9% | 0.414% | |
7/25/2024 | Systelligence LLC | 485,859 | $9.26M | 2.5% | -0.9% | 5.224% | |
7/23/2024 | PSI Advisors LLC | 7,374 | $140K | 0.0% | -29.7% | 0.079% | |
7/22/2024 | Legacy CG LLC | 257,082 | $4.90M | 1.7% | N/A | 2.764% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 568,528 | $10.83M | 1.7% | N/A | 6.113% | |
7/16/2024 | Cedar Point Capital Partners LLC | 262,462 | $5M | 3.7% | +2.8% | 2.822% | |
7/16/2024 | Fortress Wealth Management Inc. | 142,588 | $2.72M | 1.4% | -0.6% | 1.533% | |
5/22/2024 | Cedar Point Capital Partners LLC | 255,321 | $4.89M | 3.7% | +2.2% | 2.745% | |
5/13/2024 | Ameritas Investment Partners Inc. | 524,331 | $10.05M | 0.3% | +9.0% | 5.638% | |
5/10/2024 | Nicolet Advisory Services LLC | 766,963 | $14.60M | 1.5% | +2.1% | 8.247% | |
5/1/2024 | Janney Montgomery Scott LLC | 20,598 | $395K | 0.0% | +24.1% | 0.221% | |
4/29/2024 | Principal Financial Group Inc. | 2,279,053 | $43.67M | 0.0% | +1.1% | 25.183% | |
4/26/2024 | AJ Advisors LLC | 101,168 | $1.94M | 1.1% | -4.1% | 1.118% | |
4/15/2024 | Hobart Private Capital LLC | 22,817 | $437K | 0.1% | N/A | 0.252% | |
4/12/2024 | Strategic Planning Group LLC | 459,137 | $8.80M | 2.1% | +34.6% | 7.848% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,600 | $30K | 0.0% | N/A | 0.027% | |
2/12/2024 | Fortress Wealth Management Inc. | 130,766 | $2.47M | 1.3% | N/A | 2.235% | |
2/12/2024 | Focus Financial Network Inc. ADV | 27,203 | $516K | 0.0% | N/A | 0.465% | |
2/7/2024 | Principal Financial Group Inc. | 2,253,410 | $42.50M | 0.0% | +2.6% | 38.520% | |
2/7/2024 | Principal Securities Inc. | 235,322 | $4.44M | 0.2% | N/A | 4.023% | |
2/5/2024 | Kestra Private Wealth Services LLC | 33,830 | $638K | 0.0% | N/A | 0.578% | |
2/3/2024 | Cedar Point Capital Partners LLC | 249,749 | $4.71M | 3.9% | N/A | 4.269% | |
1/24/2024 | AJ Advisors LLC | 105,456 | $1.99M | 1.2% | N/A | 1.803% | |
1/22/2024 | Wright Fund Management LLC | 21,978 | $415K | 0.0% | N/A | 0.376% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 811,747 | $15.31M | 1.4% | +1.1% | 13.876% | |
1/8/2024 | Systelligence LLC | 491,001 | $9.26M | 2.5% | -8.3% | 8.393% | |
11/8/2023 | Janney Montgomery Scott LLC | 56,992 | $1.03M | 0.0% | +200.1% | 0.974% | |
11/1/2023 | Orion Portfolio Solutions LLC | 33,545 | $605K | 0.0% | -51.6% | 0.573% | |
10/23/2023 | Commonwealth Equity Services LLC | 28,473 | $514K | 0.0% | -29.8% | 0.487% | |
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10/13/2023 | PSI Advisors LLC | 10,501 | $190K | 0.1% | -10.7% | 0.180% | |
10/10/2023 | Cyndeo Wealth Partners LLC | 802,634 | $14.49M | 1.5% | +2.9% | 13.720% | |
10/10/2023 | Systelligence LLC | 535,497 | $9.67M | 2.7% | +30.9% | 9.154% | |
8/11/2023 | Ameritas Investment Partners Inc. | 392,866 | $7.21M | 0.3% | N/A | 6.716% | |
8/10/2023 | Moran Wealth Management LLC | 329,424 | $6.05M | 0.2% | N/A | 5.631% | |
8/3/2023 | AJ Advisors LLC | 126,686 | $2.33M | 1.6% | -3.2% | 2.166% | |
7/31/2023 | LPL Financial LLC | 31,812 | $584K | 0.0% | +12.0% | 0.707% | |
7/27/2023 | Cyndeo Wealth Partners LLC | 779,847 | $14.31M | 1.5% | N/A | 17.330% | |
7/21/2023 | Activest Wealth Management | 62,662 | $1.12M | 0.8% | N/A | 1.392% | |
7/21/2023 | PSI Advisors LLC | 11,759 | $216K | 0.1% | -16.5% | 0.261% | |