5/24/2024 | Cetera Advisors LLC | 2,864 | $342K | 0.0% | +32.8% | 0.106% | |
5/14/2024 | CreativeOne Wealth LLC | 3,432 | $409K | 0.0% | N/A | 0.127% | |
5/8/2024 | Avantax Advisory Services Inc. | 46,110 | $5.50M | 0.0% | N/A | 1.701% | |
5/7/2024 | Capital Square LLC | 11,019 | $1.31M | 0.9% | N/A | 0.407% | |
5/6/2024 | VitalStone Financial LLC | 895 | $107K | 0.1% | -48.8% | 0.033% | |
5/4/2024 | 9258 Wealth Management LLC | 2,819 | $336K | 0.1% | N/A | 0.104% | |
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5/1/2024 | Concourse Financial Group Securities Inc. | 4,642 | $554K | 0.0% | -24.9% | 0.171% | |
4/30/2024 | Private Advisor Group LLC | 21,035 | $2.51M | 0.0% | +5.7% | 0.776% | |
4/29/2024 | Commonwealth Equity Services LLC | 59,816 | $7.14M | 0.0% | +3.3% | 2.207% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 32,070 | $3.83M | 0.0% | +10.4% | 1.183% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 73,751 | $8.80M | 0.0% | -34.1% | 2.721% | |
4/22/2024 | Raymond James & Associates | 81,330 | $9.70M | 0.0% | +1,754.7% | 3.001% | |
4/19/2024 | ZRC Wealth Management LLC | 2,550 | $304K | 0.2% | -13.6% | 0.094% | |
4/12/2024 | Systelligence LLC | 78,835 | $9.40M | 2.5% | +2.6% | 3.205% | |
2/14/2024 | VitalStone Financial LLC | 1,749 | $204K | 0.2% | N/A | 0.071% | |
2/12/2024 | Fischer Investment Strategies LLC | 131,069 | $15.26M | 11.5% | +17.5% | 5.328% | |
2/12/2024 | Focus Financial Network Inc. ADV | 21,958 | $2.56M | 0.1% | N/A | 0.893% | |
2/9/2024 | Advisory Services Network LLC | 2,980 | $347K | 0.0% | -24.8% | 0.121% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 29,061 | $3.38M | 0.0% | -20.5% | 1.181% | |
2/8/2024 | Level Four Advisory Services LLC | 2,270 | $264K | 0.0% | N/A | 0.092% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 6,177 | $719K | 0.1% | +1.8% | 0.251% | |
2/6/2024 | Private Advisor Group LLC | 19,902 | $2.32M | 0.0% | -3.6% | 0.809% | |
2/6/2024 | Essex Financial Services Inc. | 3,266 | $380K | 0.0% | N/A | 0.133% | |
2/1/2024 | PSI Advisors LLC | 1,203 | $140K | 0.1% | -17.7% | 0.049% | |
1/31/2024 | Greenleaf Trust | 1,825 | $212K | 0.0% | N/A | 0.074% | |
1/26/2024 | Custom Index Systems LLC | 14,627 | $1.70M | 1.1% | N/A | 0.595% | |
1/25/2024 | International Assets Investment Management LLC | 11,843 | $1.38M | 0.0% | N/A | 0.481% | |
1/24/2024 | Stratos Wealth Partners LTD. | 4,557 | $531K | 0.0% | -19.9% | 0.185% | |
1/24/2024 | Stratos Wealth Advisors LLC | 47,272 | $5.50M | 0.3% | -0.4% | 1.922% | |
1/24/2024 | International Assets Investment Management LLC | 11,843 | $1.38M | 0.0% | N/A | 0.481% | |
1/19/2024 | Synergy Asset Management LLC | 35,766 | $4.16M | 0.7% | N/A | 1.454% | |
1/17/2024 | Bridge Advisory LLC | 1,997 | $233K | 0.1% | -56.7% | 0.081% | |
1/17/2024 | ZRC Wealth Management LLC | 2,950 | $343K | 0.2% | N/A | 0.120% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 111,946 | $13.03M | 0.0% | +0.3% | 4.551% | |
1/12/2024 | Twelve Points Wealth Management LLC | 12,059 | $1.40M | 0.7% | +5.8% | 0.490% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 36,303 | $4.23M | 0.8% | N/A | 1.476% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 496 | $58K | 0.0% | N/A | 0.020% | |
1/9/2024 | Purus Wealth Management LLC | 1,804 | $210K | 0.1% | N/A | 0.073% | |
1/8/2024 | Systelligence LLC | 76,812 | $8.94M | 2.4% | -8.0% | 3.122% | |
11/16/2023 | Harbour Investments Inc. | 4,173 | $411K | 0.0% | +106.0% | 0.170% | |
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11/13/2023 | Stifel Financial Corp | 20,720 | $2.04M | 0.0% | +0.6% | 0.842% | |
11/13/2023 | LPL Financial LLC | 87,586 | $8.63M | 0.0% | -16.0% | 3.560% | |
11/9/2023 | Fischer Investment Strategies LLC | 111,559 | $10.99M | 11.2% | -5.3% | 4.535% | |
11/3/2023 | Private Advisor Group LLC | 20,650 | $2.03M | 0.0% | N/A | 0.839% | |
10/24/2023 | Stratos Wealth Advisors LLC | 47,455 | $4.68M | 0.3% | +4.3% | 1.929% | |
10/24/2023 | Stratos Wealth Partners LTD. | 5,687 | $560K | 0.0% | -4.1% | 0.231% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 111,623 | $11.00M | 0.0% | +974.0% | 4.538% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 36,564 | $3.60M | 0.0% | +22.1% | 1.486% | |
10/23/2023 | Commonwealth Equity Services LLC | 45,624 | $4.50M | 0.0% | +2.9% | 1.855% | |
10/20/2023 | Bridge Advisory LLC | 4,613 | $454K | 0.2% | -5.5% | 0.188% | |
10/18/2023 | Private Trust Co. NA | 414 | $41K | 0.0% | N/A | 0.017% | |
10/13/2023 | PSI Advisors LLC | 1,462 | $144K | 0.1% | -13.3% | 0.059% | |
10/10/2023 | Phocas Financial Corp. | 2,950 | $291K | 0.0% | +7.3% | 0.120% | |
10/10/2023 | Systelligence LLC | 83,509 | $8.23M | 2.3% | N/A | 3.395% | |
10/5/2023 | QP Wealth Management LLC | 3,013 | $297K | 0.5% | +4.0% | 0.122% | |
8/10/2023 | Osaic Holdings Inc. | 54,989 | $5.69M | 0.0% | +86.6% | 2.235% | |
8/10/2023 | Commonwealth Equity Services LLC | 44,350 | $4.59M | 0.0% | +64.2% | 1.803% | |
8/9/2023 | Flow Traders U.S. LLC | 12,936 | $1.34M | 0.1% | +313.0% | 0.526% | |
8/4/2023 | Parallel Advisors LLC | 650 | $67K | 0.0% | N/A | 0.026% | |
8/3/2023 | Thoroughbred Financial Services LLC | 2,078 | $214K | 0.0% | N/A | 0.084% | |
8/3/2023 | CWM LLC | 303 | $31K | 0.0% | N/A | 0.012% | |
8/2/2023 | Bank of Montreal Can | 462 | $48K | 0.0% | N/A | 0.021% | |
7/31/2023 | LPL Financial LLC | 104,226 | $10.78M | 0.0% | -14.9% | 4.653% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 10,393 | $1.08M | 0.0% | -77.2% | 0.464% | |
7/25/2023 | Raymond James & Associates | 4,381 | $453K | 0.0% | -69.7% | 0.196% | |
7/21/2023 | PSI Advisors LLC | 1,687 | $174K | 0.1% | -30.8% | 0.075% | |
7/18/2023 | Stratos Wealth Advisors LLC | 45,493 | $4.70M | 0.3% | -7.4% | 2.031% | |
7/18/2023 | Stratos Wealth Partners LTD. | 5,929 | $613K | 0.0% | +13.2% | 0.265% | |
7/17/2023 | Bridge Advisory LLC | 4,881 | $505K | 0.2% | +9.2% | 0.218% | |
7/13/2023 | Twelve Points Wealth Management LLC | 10,786 | $1.12M | 0.6% | +12.8% | 0.482% | |
7/13/2023 | QP Wealth Management LLC | 2,898 | $300K | 0.5% | -3.8% | 0.129% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 29,934 | $3.10M | 0.0% | +8.8% | 1.336% | |
7/13/2023 | Phocas Financial Corp. | 2,750 | $284K | 0.0% | +10.0% | 0.123% | |
5/12/2023 | Balboa Wealth Partners | 8,353 | $788K | 0.3% | N/A | 0.306% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 27,504 | $2.59M | 0.0% | -1.0% | 1.007% | |
5/11/2023 | Connectus Wealth LLC | 19,945 | $1.88M | 0.0% | +2.3% | 0.731% | |
5/11/2023 | Commonwealth Equity Services LLC | 27,010 | $2.55M | 0.0% | +111.4% | 0.989% | |
5/11/2023 | Legacy Capital Group California Inc. | 30,961 | $2.92M | 1.4% | N/A | 1.134% | |
5/10/2023 | Resources Investment Advisors LLC. | 4,792 | $452K | 0.0% | -4.0% | 0.176% | |
5/10/2023 | LPL Financial LLC | 122,462 | $11.55M | 0.0% | -16.5% | 4.486% | |
5/9/2023 | US Bancorp DE | 7,335 | $692K | 0.0% | +828.5% | 0.269% | |
5/4/2023 | Consolidated Planning Corp | 33,345 | $3.14M | 0.8% | N/A | 1.221% | |
4/27/2023 | Stratos Wealth Advisors LLC | 49,107 | $4.63M | 0.4% | N/A | 1.799% | |
4/27/2023 | Stratos Wealth Partners LTD. | 5,238 | $494K | 0.0% | +85.4% | 0.192% | |
4/27/2023 | Aspiriant LLC | 5,665 | $534K | 0.0% | N/A | 0.208% | |
4/25/2023 | QP Wealth Management LLC | 3,013 | $284K | 0.5% | -20.1% | 0.110% | |
4/25/2023 | PSI Advisors LLC | 2,437 | $230K | 0.1% | -9.0% | 0.089% | |
4/25/2023 | Advisor Resource Council | 4,690 | $440K | 0.1% | +48.7% | 0.172% | |
4/25/2023 | Wealth Enhancement Advisory Services LLC | 3,053 | $288K | 0.0% | N/A | 0.112% | |
4/20/2023 | Well Done LLC | 4,565 | $422K | 0.1% | +66.6% | 0.189% | |
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4/18/2023 | Twelve Points Wealth Management LLC | 9,560 | $901K | 0.5% | +46.7% | 0.395% | |
4/14/2023 | AE Wealth Management LLC | 35,205 | $3.32M | 0.0% | +45.8% | 1.455% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 45,629 | $4.30M | 0.0% | -51.5% | 1.885% | |
4/14/2023 | Raymond James & Associates | 14,440 | $1.36M | 0.0% | -3.2% | 0.597% | |
4/14/2023 | Bridge Advisory LLC | 4,470 | $421K | 0.2% | +17.9% | 0.185% | |
4/13/2023 | Householder Group Estate & Retirement Specialist LLC | 4,301 | $405K | 0.2% | N/A | 0.178% | |
4/13/2023 | Phocas Financial Corp. | 2,500 | $236K | 0.0% | +16.3% | 0.103% | |
4/6/2023 | Fulcrum Equity Management | 51,631 | $4.87M | 4.6% | +268.0% | 2.134% | |
2/13/2023 | DB Wealth Management Group LLC | 3,896 | $353K | 0.2% | N/A | 0.180% | |
2/10/2023 | CoreCap Advisors LLC | 7,351 | $667K | 0.0% | N/A | 0.340% | |