Revenue
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | −$3.1M | $6.7M | $1.4M | $28.4M | $49.1M | $43.0M | $13.6M | −$11.1M | $685,269 | $5.7M | −$8.6M | −$26.7M | $3.5M | $15.0M | $14.9M | $6.9M | $33.1M |
| Operating expenses | $830,284 | $1.0M | $881,326 | $1.0M | $947,100 | $735,697 | $340,769 | $515,010 | $682,802 | $822,508 | $842,563 | $584,898 | $684,313 | $942,484 | $1.0M | $918,084 | — |
| Net income | −$3.9M | $5.6M | $539,056 | $27.4M | $48.3M | $42.5M | $13.4M | −$11.5M | $233,646 | $5.1M | −$9.2M | −$27.1M | $3.0M | $14.2M | $14.0M | $6.3M | $32.6M |
| Net profit margin | — | 84.64% | 37.95% | 96.32% | 98.19% | 98.75% | 97.99% | — | 34.10% | 90.26% | — | — | 84.42% | 94.64% | 93.67% | 90.61% | 98.29% |
Reported shareholders
Reported holdings Number of shares
| Holder | Shares held |
|---|---|
Cambridge Investment Research Advisors, Inc. | 67.56K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 58.33K |
WealthCare Asset Management, LLC | 44.78K |
Merit Financial Group, LLC | 37.32K |
JANE STREET GROUP, LLC | 27.51K |
Exit Wealth Advisors, LLC. | 27.36K |
OSAIC HOLDINGS, INC. | 19.89K |
Pinnacle Wealth Planning Services, Inc. | 19K |
Blue Capital, Inc. | 18.44K |
Cetera Investment Advisers | 17.89K |
Professional Financial Advisors, LLC | 13.94K |
ENVESTNET ASSET MANAGEMENT INC | 11.79K |
Belvedere Trading LLC | 10.37K |
ROMAN BUTLER FULLERTON & CO | 9.85K |
Parallax Volatility Advisers, L.P. | 8.41K |
CALTON & ASSOCIATES, INC. | 6.59K |
COMMONWEALTH EQUITY SERVICES, LLC | 6.16K |
EverSource Wealth Advisors, LLC | 6.03K |
National Wealth Management Group, LLC | 5.74K |
Three Seasons Wealth, LLC | 5.52K |
Bars compare reported share counts. A matching total for this share class and reporting period is unavailable, so percentages are not shown.