5/24/2024 | Cetera Advisors LLC | 100,450 | $11.39M | 0.1% | +311.4% | 0.934% | |
5/24/2024 | Cetera Investment Advisers | 138,989 | $15.76M | 0.0% | +47.9% | 1.293% | |
5/21/2024 | Atria Investments Inc | 39,379 | $4.46M | 0.1% | +55.3% | 0.366% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 2,202 | $250K | 0.0% | N/A | 0.020% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 46,568 | $5.28M | 0.1% | -37.8% | 0.433% | |
5/15/2024 | Kestra Advisory Services LLC | 345,678 | $39.19M | 0.3% | +16.0% | 3.216% | |
|
5/10/2024 | Osaic Holdings Inc. | 161,628 | $18.33M | 0.0% | +2.3% | 1.504% | |
5/9/2024 | Kingsview Wealth Management LLC | 3,805 | $431K | 0.0% | +3.4% | 0.035% | |
5/9/2024 | Koshinski Asset Management Inc. | 1,977 | $224K | 0.0% | -47.8% | 0.018% | |
5/8/2024 | Avantax Advisory Services Inc. | 33,086 | $3.75M | 0.0% | +64.2% | 0.309% | |
5/8/2024 | US Bancorp DE | 3,609 | $409K | 0.0% | -6.6% | 0.034% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 4,085 | $463K | 0.0% | -5.8% | 0.038% | |
5/1/2024 | Janney Montgomery Scott LLC | 55,133 | $6.25M | 0.0% | +22.2% | 0.513% | |
4/30/2024 | Private Advisor Group LLC | 28,706 | $3.25M | 0.0% | -5.2% | 0.267% | |
4/30/2024 | J.W. Cole Advisors Inc. | 2,715 | $308K | 0.0% | -44.4% | 0.025% | |
4/30/2024 | Perigon Wealth Management LLC | 16,159 | $1.83M | 0.1% | +0.7% | 0.150% | |
4/30/2024 | Lakeridge Wealth Management LLC | 63,847 | $7.24M | 4.7% | -0.6% | 0.594% | |
4/29/2024 | Commonwealth Equity Services LLC | 57,696 | $6.54M | 0.0% | -0.9% | 0.537% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 75,730 | $8.59M | 0.2% | -1.7% | 0.704% | |
4/26/2024 | Bellevue Asset Management LLC | 70,732 | $8.02M | 4.6% | +3.6% | 0.661% | |
4/26/2024 | Chicago Partners Investment Group LLC | 58,272 | $6.29M | 0.3% | +1.4% | 0.545% | |
4/26/2024 | MONECO Advisors LLC | 8,083 | $916K | 0.1% | -33.2% | 0.076% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 77,099 | $8.74M | 0.0% | +4.7% | 0.721% | |
4/24/2024 | PSI Advisors LLC | 458 | $52K | 0.0% | -46.4% | 0.004% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 300,782 | $34.10M | 0.1% | +1.1% | 2.798% | |
4/22/2024 | Raymond James & Associates | 208,853 | $23.68M | 0.0% | -10.7% | 1.943% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 7,692 | $872K | 0.7% | +8.9% | 0.072% | |
4/18/2024 | AlphaMark Advisors LLC | 1,990 | $226K | 0.1% | -88.8% | 0.018% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 8,277 | $938K | 0.0% | +7.1% | 0.077% | |
4/13/2024 | Priebe Wealth Holdings LLC | 26,200 | $2.97M | 2.3% | +3.0% | 0.243% | |
4/12/2024 | Kaydan Wealth Management Inc. | 211,293 | $23.95M | 8.2% | +1,353.6% | 1.956% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 15,843 | $1.80M | 0.8% | -2.0% | 0.147% | |
4/5/2024 | NBC Securities Inc. | 13,639 | $1.55M | 0.1% | -7.9% | 0.127% | |
4/1/2024 | Park National Corp OH | 17,443 | $1.98M | 0.1% | -1.7% | 0.162% | |
3/19/2024 | M3 Advisory Group LLC | 1,926 | $201K | 0.2% | N/A | 0.018% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 74,888 | $7.82M | 0.2% | +60.8% | 0.697% | |
3/13/2024 | MONECO Advisors LLC | 12,100 | $1.26M | 0.2% | -14.9% | 0.113% | |
2/26/2024 | Virtu Financial LLC | 23,370 | $2.44M | 0.2% | N/A | 0.217% | |
2/23/2024 | Chicago Partners Investment Group LLC | 57,467 | $5.86M | 0.3% | +2.5% | 0.535% | |
2/15/2024 | Comerica Bank | 19,584 | $2.05M | 0.0% | -0.5% | 0.182% | |
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2/14/2024 | Kestra Advisory Services LLC | 297,926 | $31.12M | 0.3% | -3.6% | 2.771% | |
2/14/2024 | Personal CFO Solutions LLC | 15,026 | $1.57M | 0.3% | +11.3% | 0.140% | |
2/14/2024 | Westwood Holdings Group Inc. | 2,811 | $294K | 0.0% | -3.4% | 0.026% | |
2/13/2024 | Per Stirling Capital Management LLC. | 38,208 | $3.99M | 0.7% | -1.6% | 0.355% | |
2/13/2024 | Oppenheimer & Co. Inc. | 11,983 | $1.25M | 0.0% | -4.2% | 0.111% | |
2/13/2024 | Tower Research Capital LLC TRC | 528 | $55K | 0.0% | +97.8% | 0.005% | |
2/13/2024 | Rathbones Group PLC | 3,115 | $325K | 0.0% | -3.1% | 0.029% | |
2/12/2024 | Stifel Financial Corp | 107,740 | $11.25M | 0.0% | +0.5% | 1.002% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 6,154 | $643K | 0.0% | -6.8% | 0.057% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 3,670 | $383K | 0.0% | -2.6% | 0.034% | |
2/9/2024 | Advisory Services Network LLC | 2,145 | $224K | 0.0% | -11.9% | 0.020% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 73,614 | $7.69M | 0.0% | -8.3% | 0.685% | |
2/9/2024 | Tidemark LLC | 2,841 | $297K | 0.2% | N/A | 0.026% | |
2/9/2024 | D.A. Davidson & CO. | 73,923 | $7.72M | 0.1% | -28.7% | 0.688% | |
2/9/2024 | Wells Fargo & Company MN | 751,618 | $78.51M | 0.0% | -12.2% | 6.992% | |
2/9/2024 | UBS Group AG | 268,527 | $28.05M | 0.0% | +0.3% | 2.498% | |
2/8/2024 | First Heartland Consultants Inc. | 35,572 | $3.72M | 0.4% | +23.2% | 0.331% | |
2/8/2024 | Kingsview Wealth Management LLC | 3,681 | $385K | 0.0% | -41.8% | 0.034% | |
2/8/2024 | Janney Montgomery Scott LLC | 45,099 | $4.71M | 0.0% | -0.8% | 0.420% | |
2/8/2024 | Pacific Sun Financial Corp | 10,849 | $1.13M | 0.7% | -3.5% | 0.101% | |
2/8/2024 | Pinnacle Wealth Planning Services Inc. | 2,097 | $219K | 0.0% | N/A | 0.020% | |
2/7/2024 | Avantax Advisory Services Inc. | 20,144 | $2.10M | 0.0% | -4.1% | 0.187% | |
2/7/2024 | NBC Securities Inc. | 14,808 | $1.55M | 0.2% | -5.1% | 0.138% | |
2/7/2024 | Principal Securities Inc. | 807 | $84K | 0.0% | N/A | 0.008% | |
2/6/2024 | Apollon Wealth Management LLC | 17,928 | $1.87M | 0.1% | -1.3% | 0.167% | |
2/6/2024 | Private Advisor Group LLC | 30,273 | $3.16M | 0.0% | +14.5% | 0.282% | |
2/6/2024 | National Bank of Canada FI | 34,003 | $3.53M | 0.0% | N/A | 0.316% | |
2/6/2024 | Bellevue Asset Management LLC | 68,304 | $7.13M | 4.3% | +37.7% | 0.635% | |
2/6/2024 | Solutions 4 Wealth Ltd | 21,389 | $2.23M | 7.3% | N/A | 0.199% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 77,021 | $8.05M | 0.2% | -9.7% | 0.716% | |
2/6/2024 | Great Valley Advisor Group Inc. | 4,450 | $464K | 0.0% | -15.6% | 0.041% | |
2/6/2024 | Howe & Rusling Inc. | 2,121 | $222K | 0.0% | N/A | 0.020% | |
2/5/2024 | MONECO Advisors LLC | 12,100 | $1.26M | 0.2% | -14.9% | 0.113% | |
2/5/2024 | Cozad Asset Management Inc. | 14,745 | $1.54M | 0.2% | -1.5% | 0.137% | |
2/5/2024 | Kestra Private Wealth Services LLC | 52,311 | $5.46M | 0.1% | -4.2% | 0.487% | |
2/2/2024 | Golden State Equity Partners | 54,834 | $5.73M | 1.4% | -32.4% | 0.510% | |
2/2/2024 | Truist Financial Corp | 14,075 | $1.47M | 0.0% | -0.9% | 0.131% | |
2/2/2024 | Atria Wealth Solutions Inc. | 5,467 | $571K | 0.0% | -19.9% | 0.051% | |
2/2/2024 | BKA Wealth Consulting Inc. | 2,135 | $223K | 0.3% | N/A | 0.020% | |
2/1/2024 | Element Wealth LLC | 3,678 | $384K | 0.2% | -4.9% | 0.035% | |
2/1/2024 | National Wealth Management Group LLC | 4,331 | $452K | 0.4% | +49.0% | 0.041% | |
2/1/2024 | CWM LLC | 8,755 | $914K | 0.0% | -11.7% | 0.082% | |
1/31/2024 | J.W. Cole Advisors Inc. | 4,886 | $510K | 0.0% | -67.2% | 0.046% | |
1/31/2024 | Western Wealth Management LLC | 22,034 | $2.30M | 0.2% | +5.1% | 0.207% | |
1/30/2024 | Quantum Private Wealth LLC | 5,069 | $529K | 0.2% | -5.6% | 0.048% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 16,164 | $1.69M | 0.8% | -3.2% | 0.152% | |
1/29/2024 | Koshinski Asset Management Inc. | 3,790 | $396K | 0.1% | N/A | 0.036% | |
1/29/2024 | Perigon Wealth Management LLC | 16,044 | $1.68M | 0.1% | -2.6% | 0.151% | |
1/26/2024 | Priebe Wealth Holdings LLC | 25,434 | $2.66M | 2.2% | N/A | 0.239% | |
1/25/2024 | International Assets Investment Management LLC | 56,784 | $5.93M | 0.0% | N/A | 0.533% | |
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1/24/2024 | Stratos Wealth Partners LTD. | 27,347 | $2.86M | 0.1% | +4.0% | 0.257% | |
1/24/2024 | Allworth Financial LP | 2,068 | $216K | 0.0% | -14.0% | 0.019% | |
1/24/2024 | International Assets Investment Management LLC | 56,784 | $5.93M | 0.0% | N/A | 0.533% | |
1/23/2024 | LVZ Inc. | 40,164 | $4.20M | 0.6% | -10.8% | 0.377% | |
1/23/2024 | American Institute for Advanced Investment Management LLP | 7,065 | $738K | 0.7% | -6.5% | 0.066% | |
1/22/2024 | Kowal Investment Group LLC | 6,737 | $704K | 0.2% | -1.8% | 0.063% | |
1/19/2024 | PFG Advisors | 6,534 | $683K | 0.1% | +6.1% | 0.061% | |
1/19/2024 | AlphaMark Advisors LLC | 17,774 | $1.86M | 0.7% | +30.6% | 0.167% | |
1/18/2024 | Well Done LLC | 4,262 | $445K | 0.1% | N/A | 0.040% | |
1/17/2024 | Keystone Wealth Services LLC | 8,633 | $902K | 0.3% | -11.6% | 0.081% | |