5/24/2024 | Cetera Advisors LLC | 230,440 | $5.13M | 0.0% | +12.4% | 2.619% | |
5/24/2024 | Cetera Investment Advisers | 255,441 | $5.68M | 0.0% | N/A | 2.903% | |
5/17/2024 | Comerica Bank | 23,797 | $529K | 0.0% | +50.9% | 0.270% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 12,308 | $263K | 0.0% | +30.4% | 0.140% | |
5/9/2024 | Orion Portfolio Solutions LLC | 58,855 | $1.31M | 0.0% | +12.9% | 0.669% | |
5/6/2024 | Advisory Alpha LLC | 180,822 | $4.02M | 0.2% | +1.6% | 2.032% | |
|
5/4/2024 | Geneos Wealth Management Inc. | 4,200 | $93K | 0.0% | +95.3% | 0.047% | |
5/3/2024 | Larson Financial Group LLC | 1,224 | $27K | 0.0% | N/A | 0.014% | |
4/26/2024 | MONECO Advisors LLC | 12,841 | $286K | 0.0% | -6.6% | 0.146% | |
4/25/2024 | IMA Wealth Inc. | 91,811 | $2.04M | 1.0% | +34.3% | 1.043% | |
4/23/2024 | Paradiem LLC | 107,532 | $2.39M | 0.6% | N/A | 1.222% | |
4/22/2024 | Rovin Capital UT ADV | 136,752 | $3.04M | 1.2% | +13.8% | 1.554% | |
4/18/2024 | Ironwood Financial llc | 202,877 | $4.51M | 1.0% | +3.8% | 2.305% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 47,755 | $1.06M | 0.1% | +34.0% | 0.555% | |
4/16/2024 | S.E.E.D. Planning Group LLC | 86,623 | $1.93M | 0.7% | N/A | 1.007% | |
4/15/2024 | Brookstone Capital Management | 31,035 | $691K | 0.0% | -14.1% | 0.361% | |
4/11/2024 | Ballew Advisors Inc | 38,672 | $853K | 0.6% | +19.5% | 0.455% | |
4/10/2024 | Legacy Financial Group LLC | 24,597 | $547K | 0.1% | N/A | 0.289% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 9,442 | $211K | 0.0% | -23.3% | 0.129% | |
3/13/2024 | MONECO Advisors LLC | 13,752 | $308K | 0.1% | +16.1% | 0.188% | |
3/12/2024 | Rovin Capital UT ADV | 120,161 | $2.69M | 1.2% | N/A | 1.646% | |
2/9/2024 | Orion Portfolio Solutions LLC | 52,127 | $1.16M | 0.0% | N/A | 0.714% | |
2/7/2024 | AlphaStar Capital Management LLC | 18,085 | $405K | 0.0% | +10.9% | 0.248% | |
2/6/2024 | Private Advisor Group LLC | 28,490 | $637K | 0.0% | +21.3% | 0.390% | |
2/6/2024 | TCG Advisory Services LLC | 50,894 | $1.14M | 0.1% | +126.4% | 0.697% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 1,567 | $35K | 0.0% | N/A | 0.021% | |
2/5/2024 | Oder Investment Management LLC | 42,138 | $943K | 0.9% | N/A | 0.577% | |
2/5/2024 | MONECO Advisors LLC | 13,752 | $308K | 0.1% | +16.1% | 0.188% | |
2/5/2024 | GPM Growth Investors Inc. | 182,391 | $4.08M | 1.9% | +0.9% | 2.499% | |
2/5/2024 | IMA Wealth Inc. | 68,388 | $1.53M | 0.8% | +176.4% | 0.937% | |
1/31/2024 | SFE Investment Counsel | 226,086 | $5.06M | 1.3% | +8.0% | 3.097% | |
1/31/2024 | Key Financial Inc | 3,117 | $70K | 0.0% | +188.6% | 0.043% | |
1/30/2024 | Capital Analysts LLC | 4,150 | $93K | 0.0% | +20.9% | 0.057% | |
1/26/2024 | Geneos Wealth Management Inc. | 2,150 | $48K | 0.0% | +975.0% | 0.031% | |
1/26/2024 | WESPAC Advisors LLC | 11,716 | $262K | 0.2% | N/A | 0.167% | |
1/26/2024 | Segment Wealth Management LLC | 29,940 | $670K | 0.1% | +29.4% | 0.428% | |
1/23/2024 | Advisory Alpha LLC | 177,941 | $3.98M | 0.2% | +3.0% | 2.542% | |
1/17/2024 | IFG Advisory LLC | 17,084 | $382K | 0.0% | N/A | 0.244% | |
1/17/2024 | Sound Stewardship LLC | 9,093 | $203K | 0.1% | N/A | 0.130% | |
1/16/2024 | Raymond James & Associates | 27,154 | $607K | 0.0% | +149.3% | 0.388% | |
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1/11/2024 | Brookstone Capital Management | 36,144 | $809K | 0.0% | +1.8% | 0.516% | |
1/11/2024 | Banta Asset Management LP | 188,435 | $4.22M | 5.0% | +3.0% | 2.692% | |
1/10/2024 | Quad Cities Investment Group LLC | 11,535 | $257K | 0.2% | +22.0% | 0.165% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 12,308 | $263K | 0.0% | +17.7% | 0.224% | |
11/28/2023 | IMA Wealth Inc. | 24,745 | $530K | 0.1% | N/A | 0.450% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 248,065 | $5.31M | 0.0% | +8.4% | 4.510% | |
11/14/2023 | Private Advisory Group LLC | 17,279 | $370K | 0.1% | +5.8% | 0.314% | |
11/13/2023 | LPL Financial LLC | 229,638 | $4.92M | 0.0% | +24.8% | 4.175% | |
11/13/2023 | Envestnet Asset Management Inc. | 220,429 | $4.72M | 0.0% | +95.9% | 4.008% | |
11/8/2023 | AlphaStar Capital Management LLC | 16,309 | $349K | 0.0% | +10.5% | 0.297% | |
11/3/2023 | Private Advisor Group LLC | 23,479 | $503K | 0.0% | +4.4% | 0.427% | |
11/3/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 27,739 | $594K | 0.0% | +2.0% | 0.504% | |
10/31/2023 | GPM Growth Investors Inc. | 180,741 | $3.87M | 2.0% | +6.9% | 3.286% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 23,039 | $493K | 0.0% | N/A | 0.419% | |
10/26/2023 | Banta Asset Management LP | 182,935 | $3.92M | 4.9% | +25.5% | 3.388% | |
10/25/2023 | SFE Investment Counsel | 209,275 | $4.48M | 1.3% | N/A | 3.875% | |
10/25/2023 | Segment Wealth Management LLC | 23,140 | $495K | 0.1% | +41.3% | 0.429% | |
10/25/2023 | Ironwood Wealth Management LLC. | 179,121 | $3.83M | 1.6% | +52.8% | 3.317% | |
10/24/2023 | Legacy Financial Group LLC | 14,230 | $305K | 0.0% | N/A | 0.264% | |
10/23/2023 | Sheets Smith Wealth Management | 1,847 | $40K | 0.0% | N/A | 0.034% | |
10/20/2023 | Brookstone Capital Management | 35,507 | $747K | 0.0% | +1.8% | 0.670% | |
10/18/2023 | Advisory Alpha LLC | 172,754 | $3.70M | 0.2% | +10.0% | 3.260% | |
10/18/2023 | Private Trust Co. NA | 1,321 | $28K | 0.0% | +242.2% | 0.025% | |
10/13/2023 | Global Retirement Partners LLC | 1,794 | $38K | 0.0% | -50.4% | 0.034% | |
10/12/2023 | Horizons Wealth Management | 2,119 | $45K | 0.0% | +42.0% | 0.040% | |
10/6/2023 | Ballew Advisors Inc | 31,961 | $678K | 0.6% | +11.2% | 0.695% | |
8/22/2023 | Segment Wealth Management LLC | 16,380 | $354K | 0.0% | -3.1% | 0.356% | |
8/10/2023 | Private Advisor Group LLC | 22,479 | $486K | 0.0% | N/A | 0.489% | |
8/10/2023 | Cetera Advisors LLC | 100,086 | $2.17M | 0.0% | +20.6% | 2.176% | |
8/8/2023 | Prospera Financial Services Inc | 55,539 | $1.20M | 0.0% | +2.6% | 1.207% | |
8/4/2023 | Envestnet Asset Management Inc. | 112,508 | $2.44M | 0.0% | +42.2% | 2.446% | |
8/4/2023 | Carnegie Capital Asset Management LLC | 20,681 | $448K | 0.0% | +4.0% | 0.450% | |
8/3/2023 | AlphaStar Capital Management LLC | 14,760 | $319K | 0.0% | +3.8% | 0.321% | |
8/3/2023 | MONECO Advisors LLC | 11,597 | $251K | 0.1% | +12.0% | 0.252% | |
7/31/2023 | LPL Financial LLC | 184,035 | $3.98M | 0.0% | +21.5% | 4.001% | |
7/31/2023 | Banta Asset Management LP | 145,750 | $3.15M | 3.7% | +74.6% | 3.168% | |
7/28/2023 | GPM Growth Investors Inc. | 169,106 | $3.66M | 1.9% | +111.3% | 3.676% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 10,458 | $226K | 0.0% | N/A | 0.227% | |
7/25/2023 | Raymond James & Associates | 11,322 | $245K | 0.0% | N/A | 0.246% | |
7/24/2023 | Kessler Investment Group LLC | 45,218 | $979K | 0.7% | -10.0% | 0.983% | |
7/21/2023 | Segment Wealth Management LLC | 16,380 | $354K | 0.0% | -3.1% | 0.364% | |
7/20/2023 | Global Retirement Partners LLC | 3,615 | $78K | 0.0% | -13.3% | 0.080% | |
7/20/2023 | Ironwood Wealth Management LLC. | 117,210 | $2.54M | 0.9% | +24.3% | 2.548% | |
7/18/2023 | Allworth Financial LP | 16,430 | $356K | 0.0% | N/A | 0.365% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 9,980 | $216K | 0.0% | N/A | 0.222% | |
7/14/2023 | 4Thought Financial Group Inc. | 14,784 | $320K | 0.3% | -37.6% | 0.329% | |
7/12/2023 | Quad Cities Investment Group LLC | 9,387 | $203K | 0.1% | N/A | 0.209% | |
7/11/2023 | Brookstone Capital Management | 34,888 | $747K | 0.0% | +4.3% | 0.775% | |
5/12/2023 | NewEdge Advisors LLC | 49,533 | $1.08M | 0.0% | +5.8% | 1.179% | |
5/11/2023 | Robertson Stephens Wealth Management LLC | 32,225 | $704K | 0.1% | +241.0% | 0.767% | |
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5/10/2023 | LPL Financial LLC | 151,473 | $3.31M | 0.0% | +249.0% | 4.328% | |
5/9/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 27,107 | $592K | 0.0% | +31.8% | 0.774% | |
5/8/2023 | Global Retirement Partners LLC | 4,170 | $90K | 0.0% | N/A | 0.119% | |
5/4/2023 | Denver Wealth Management Inc. | 96,434 | $2.11M | 1.5% | +70.3% | 2.755% | |
5/3/2023 | AlphaStar Capital Management LLC | 14,218 | $310K | 0.0% | N/A | 0.406% | |
5/2/2023 | Advisory Alpha LLC | 143,174 | $3.13M | 0.2% | -1.6% | 4.091% | |
4/24/2023 | TCG Advisory Services LLC | 21,180 | $463K | 0.1% | N/A | 0.605% | |
4/20/2023 | Segment Wealth Management LLC | 16,900 | $369K | 0.0% | +8.7% | 0.483% | |
4/20/2023 | Carnegie Capital Asset Management LLC | 19,880 | $434K | 0.0% | +6.6% | 0.568% | |
4/19/2023 | Carmel Capital Partners LLC | 9,000 | $197K | 0.1% | N/A | 0.257% | |