5/24/2024 | Cetera Advisors LLC | 475,038 | $11.01M | 0.1% | +26.6% | 2.179% | |
5/24/2024 | Cetera Investment Advisers | 873,282 | $20.24M | 0.0% | N/A | 4.006% | |
5/17/2024 | Comerica Bank | 23,631 | $548K | 0.0% | +50.1% | 0.108% | |
5/16/2024 | Jane Street Group LLC | 412,520 | $9.56M | 0.0% | +7.7% | 1.892% | |
5/13/2024 | Goepper Burkhardt LLC | 8,700 | $201K | 0.1% | N/A | 0.040% | |
5/9/2024 | Orion Portfolio Solutions LLC | 45,511 | $1.06M | 0.0% | +11.7% | 0.209% | |
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5/9/2024 | Camelot Portfolios LLC | 83,131 | $1.93M | 1.9% | -29.9% | 0.381% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 27,906 | $647K | 0.0% | +4.4% | 0.128% | |
5/6/2024 | Advisory Alpha LLC | 218,009 | $5.05M | 0.2% | +13.6% | 1.000% | |
5/4/2024 | Geneos Wealth Management Inc. | 25,781 | $598K | 0.0% | +26.4% | 0.118% | |
5/3/2024 | Larson Financial Group LLC | 33,517 | $777K | 0.1% | +2,568.6% | 0.154% | |
5/3/2024 | AA Financial Advisors LLC | 10,588 | $245K | 0.1% | N/A | 0.049% | |
5/3/2024 | Absolute Capital Management LLC | 57,704 | $1.34M | 0.9% | +23.4% | 0.267% | |
4/30/2024 | Private Advisor Group LLC | 57,309 | $1.33M | 0.0% | +20.5% | 0.265% | |
4/29/2024 | Commonwealth Equity Services LLC | 112,048 | $2.60M | 0.0% | +146.3% | 0.519% | |
4/26/2024 | Northwest Bancshares Inc. | 13,214 | $306K | 0.0% | N/A | 0.061% | |
4/26/2024 | MONECO Advisors LLC | 44,381 | $1.03M | 0.2% | -17.6% | 0.205% | |
4/24/2024 | 4Thought Financial Group Inc. | 19,610 | $455K | 0.3% | +10.4% | 0.091% | |
4/23/2024 | IRON Financial LLC | 42,440 | $984K | 0.5% | +1.4% | 0.196% | |
4/23/2024 | Global Retirement Partners LLC | 157,146 | $3.64M | 0.1% | +29.6% | 0.728% | |
4/23/2024 | Stablepoint Partners LLC | 16,068 | $372K | 0.1% | N/A | 0.074% | |
4/23/2024 | Rebalance LLC | 75,788 | $1.76M | 0.1% | +39.4% | 0.351% | |
4/23/2024 | Paradiem LLC | 106,687 | $2.47M | 0.6% | N/A | 0.494% | |
4/22/2024 | Rovin Capital UT ADV | 157,432 | $3.65M | 1.5% | +24.4% | 0.729% | |
4/18/2024 | Ironwood Financial llc | 391,131 | $9.07M | 2.1% | -11.5% | 1.811% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 81,600 | $1.89M | 0.1% | +2.8% | 0.385% | |
4/16/2024 | S.E.E.D. Planning Group LLC | 85,723 | $1.99M | 0.7% | +0.6% | 0.404% | |
4/15/2024 | Brookstone Capital Management | 29,865 | $692K | 0.0% | -14.9% | 0.141% | |
4/12/2024 | AdvisorNet Financial Inc | 6,852 | $159K | 0.0% | +26,253.8% | 0.033% | |
4/11/2024 | Ballew Advisors Inc | 48,769 | $1.12M | 0.8% | +30.8% | 0.232% | |
4/10/2024 | Legacy Financial Group LLC | 632,731 | $14.67M | 3.0% | +3,376.0% | 3.013% | |
3/13/2024 | MONECO Advisors LLC | 53,843 | $1.25M | 0.2% | +3.1% | 0.291% | |
3/12/2024 | Rovin Capital UT ADV | 126,555 | $2.93M | 1.3% | N/A | 0.684% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 16,567 | $383K | 0.0% | +14.0% | 0.090% | |
2/9/2024 | Orion Portfolio Solutions LLC | 40,738 | $942K | 0.0% | -68.7% | 0.220% | |
2/9/2024 | Wells Fargo & Company MN | 555,837 | $12.86M | 0.0% | +13.4% | 3.005% | |
2/9/2024 | UBS Group AG | 941,377 | $21.77M | 0.0% | +232.3% | 5.089% | |
2/8/2024 | Brown Advisory Inc. | 42,156 | $975K | 0.0% | +41.0% | 0.228% | |
2/8/2024 | FCA Corp TX | 41,266 | $954K | 0.3% | +3.2% | 0.223% | |
2/8/2024 | Janney Montgomery Scott LLC | 41,028 | $949K | 0.0% | -4.1% | 0.222% | |
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2/7/2024 | Envestnet Portfolio Solutions Inc. | 12,986 | $300K | 0.0% | N/A | 0.070% | |
2/7/2024 | AlphaStar Capital Management LLC | 20,542 | $475K | 0.1% | +10.2% | 0.111% | |
2/7/2024 | Principal Securities Inc. | 3,479 | $80K | 0.0% | N/A | 0.019% | |
2/6/2024 | Evexia Wealth LLC | 9,935 | $230K | 0.1% | N/A | 0.054% | |
2/6/2024 | Private Advisor Group LLC | 47,558 | $1.10M | 0.0% | +24.5% | 0.257% | |
2/6/2024 | TCG Advisory Services LLC | 179,258 | $4.15M | 0.3% | +303.1% | 0.969% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 1,589 | $37K | 0.0% | +570.5% | 0.009% | |
2/5/2024 | Oder Investment Management LLC | 112,979 | $2.61M | 2.6% | +216.3% | 0.611% | |
2/5/2024 | MONECO Advisors LLC | 53,175 | $1.23M | 0.2% | +3.1% | 0.287% | |
2/5/2024 | GPM Growth Investors Inc. | 256,628 | $5.94M | 2.8% | +0.6% | 1.387% | |
2/5/2024 | Altrius Capital Management Inc | 22,817 | $528K | 0.1% | +37.2% | 0.123% | |
2/5/2024 | Transcend Capital Advisors LLC | 10,761 | $249K | 0.0% | +12.8% | 0.058% | |
2/2/2024 | Absolute Capital Management LLC | 46,777 | $1.08M | 1.0% | N/A | 0.253% | |
2/2/2024 | Atria Wealth Solutions Inc. | 38,891 | $900K | 0.0% | +103.4% | 0.210% | |
2/1/2024 | Larson Financial Group LLC | 1,256 | $29K | 0.0% | N/A | 0.007% | |
2/1/2024 | CWM LLC | 348,051 | $8.05M | 0.0% | +26.2% | 1.881% | |
1/31/2024 | AIFG Consultants Ltd. | 287,344 | $6.65M | 5.1% | N/A | 1.553% | |
1/31/2024 | SFE Investment Counsel | 300,471 | $6.95M | 1.8% | -0.6% | 1.624% | |
1/31/2024 | Key Financial Inc | 5,626 | $130K | 0.0% | +45.1% | 0.030% | |
1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 1,655 | $38K | 0.0% | N/A | 0.009% | |
1/30/2024 | Capital Analysts LLC | 23,646 | $547K | 0.0% | +4.8% | 0.128% | |
1/30/2024 | Private Client Services LLC | 15,699 | $363K | 0.3% | N/A | 0.085% | |
1/30/2024 | Carnegie Capital Asset Management LLC | 90,013 | $2.08M | 0.1% | -7.2% | 0.487% | |
1/29/2024 | Meitav Investment House Ltd. | 10,230 | $237K | 0.0% | -12.8% | 0.055% | |
1/26/2024 | S.E.E.D. Planning Group LLC | 85,220 | $1.97M | 0.8% | -38.0% | 0.473% | |
1/26/2024 | Geneos Wealth Management Inc. | 20,403 | $472K | 0.0% | +28.4% | 0.113% | |
1/26/2024 | WESPAC Advisors LLC | 24,333 | $563K | 0.4% | +64.6% | 0.135% | |
1/26/2024 | Segment Wealth Management LLC | 40,367 | $934K | 0.1% | +16.3% | 0.224% | |
1/24/2024 | International Assets Investment Management LLC | 9,414 | $218K | 0.0% | N/A | 0.052% | |
1/24/2024 | Private Trust Co. NA | 1,761 | $41K | 0.0% | -22.5% | 0.010% | |
1/23/2024 | Advisory Alpha LLC | 191,948 | $4.44M | 0.2% | +4.7% | 1.066% | |
1/23/2024 | Camelot Portfolios LLC | 118,672 | $2.75M | 1.6% | +33.0% | 0.659% | |
1/23/2024 | RPg Family Wealth Advisory LLC | 116,532 | $2.70M | 1.0% | -7.0% | 0.647% | |
1/22/2024 | Legacy Financial Group LLC | 18,203 | $421K | 1.9% | -96.9% | 0.101% | |
1/22/2024 | Retirement Guys Formula LLC | 10,121 | $234K | 0.1% | N/A | 0.056% | |
1/19/2024 | IRON Financial LLC | 41,854 | $968K | 0.5% | -6.9% | 0.233% | |
1/18/2024 | Gradient Investments LLC | 9,234 | $214K | 0.0% | +861.9% | 0.051% | |
1/18/2024 | Global Retirement Partners LLC | 121,273 | $2.81M | 0.1% | +2,132.6% | 0.674% | |
1/18/2024 | Ballew Advisors Inc | 37,295 | $864K | 0.6% | +15.7% | 0.207% | |
1/17/2024 | IFG Advisory LLC | 16,446 | $380K | 0.0% | N/A | 0.091% | |
1/17/2024 | Sound Stewardship LLC | 87,796 | $2.03M | 1.3% | -6.1% | 0.499% | |
1/16/2024 | Raymond James & Associates | 63,832 | $1.48M | 0.0% | +130.7% | 0.363% | |
1/16/2024 | Wealthsource Partners LLC | 16,257 | $376K | 0.0% | N/A | 0.092% | |
1/11/2024 | Brookstone Capital Management | 35,103 | $812K | 0.0% | +2.1% | 0.209% | |
1/10/2024 | Quad Cities Investment Group LLC | 18,776 | $434K | 0.3% | +12.8% | 0.112% | |
1/8/2024 | Horizons Wealth Management | 5,583 | $129K | 0.1% | +24.5% | 0.033% | |
11/15/2023 | Integrated Wealth Concepts LLC | 273,690 | $6.19M | 0.1% | -1.7% | 2.012% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 235,178 | $5.32M | 0.0% | +7.1% | 1.729% | |
11/14/2023 | Tyler Stone Wealth Management | 7,759 | $176K | 0.1% | N/A | 0.057% | |
11/14/2023 | Private Advisory Group LLC | 18,119 | $410K | 0.1% | +4.2% | 0.133% | |
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11/13/2023 | LPL Financial LLC | 434,870 | $9.84M | 0.0% | +25.6% | 3.198% | |
11/13/2023 | RPg Family Wealth Advisory LLC | 125,265 | $2.84M | 1.2% | +8.6% | 0.921% | |
11/13/2023 | Envestnet Asset Management Inc. | 210,868 | $4.77M | 0.0% | +88.8% | 1.551% | |
11/13/2023 | FCA Corp TX | 39,976 | $905K | 0.3% | +2.1% | 0.294% | |
11/9/2023 | UBS Group AG | 283,323 | $6.41M | 0.0% | +3.5% | 2.083% | |
11/8/2023 | AlphaStar Capital Management LLC | 18,639 | $422K | 0.1% | +6.9% | 0.137% | |
11/8/2023 | Atria Wealth Solutions Inc. | 19,118 | $433K | 0.0% | +33.8% | 0.141% | |
11/7/2023 | Oder Investment Management LLC | 35,716 | $808K | 0.9% | +14.5% | 0.263% | |
11/6/2023 | Sigma Planning Corp | 46,088 | $1.04M | 0.0% | +1.3% | 0.339% | |
11/6/2023 | MONECO Advisors LLC | 51,557 | $1.17M | 0.3% | -11.0% | 0.379% | |