10/29/2024 | Clear Creek Financial Management LLC | 40,581 | $1.48M | 0.2% | +1.7% | 0.636% | |
10/28/2024 | Hartford Financial Management Inc. | 138,554 | $5.05M | 1.0% | -2.3% | 2.172% | |
10/25/2024 | Mutual Advisors LLC | 151,775 | $5.56M | 0.2% | -8.1% | 2.379% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 8,082 | $295K | 0.0% | N/A | 0.127% | |
10/23/2024 | Commonwealth Financial Services LLC | 49,844 | $1.81M | 0.4% | +52.2% | 0.781% | |
10/21/2024 | Integrity Financial Corp WA | 10,956 | $400K | 0.2% | -4.4% | 0.172% | |
|
10/18/2024 | Raymond James & Associates | 233,580 | $8.52M | 0.0% | -3.2% | 3.661% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 10,915 | $398K | 0.0% | -6.1% | 0.171% | |
10/10/2024 | Lion Street Advisors LLC | 6,911 | $252K | 0.1% | -14.9% | 0.108% | |
9/23/2024 | Centaurus Financial Inc. | 23,253 | $821K | 0.1% | +2.1% | 0.364% | |
8/22/2024 | Cetera Investment Advisers | 36,047 | $1.27M | 0.0% | -9.0% | 0.565% | |
8/21/2024 | Truist Financial Corp | 10,785 | $381K | 0.0% | +28.6% | 0.169% | |
8/15/2024 | Delta Investment Management LLC | 7,190 | $254K | 0.1% | -57.4% | 0.113% | |
8/14/2024 | Commonwealth Financial Services LLC | 32,741 | $1.17M | 0.2% | N/A | 0.513% | |
8/13/2024 | AE Wealth Management LLC | 57,285 | $2.02M | 0.0% | +120.2% | 0.898% | |
8/8/2024 | Envestnet Asset Management Inc. | 83,991 | $2.97M | 0.0% | +28.1% | 1.316% | |
8/8/2024 | 1ST Source Bank | 11,232 | $397K | 0.0% | +67.0% | 0.176% | |
8/2/2024 | Larson Financial Group LLC | 3,021 | $107K | 0.0% | +1,927.5% | 0.047% | |
7/31/2024 | Spire Wealth Management | 25,330 | $895K | 0.0% | N/A | 0.397% | |
7/31/2024 | Commonwealth Equity Services LLC | 190,663 | $6.74M | 0.0% | -2.2% | 2.988% | |
7/30/2024 | Integrity Financial Corp WA | 11,458 | $405K | 0.3% | +129.2% | 0.180% | |
7/29/2024 | Ameritas Advisory Services LLC | 17,112 | $605K | 0.0% | -5.4% | 0.268% | |
7/26/2024 | Harbour Investments Inc. | 67,176 | $2.37M | 0.1% | +10.3% | 1.053% | |
7/25/2024 | Clear Creek Financial Management LLC | 39,899 | $1.41M | 0.2% | N/A | 0.625% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 11,626 | $411K | 0.0% | -23.2% | 0.182% | |
7/22/2024 | Atria Wealth Solutions Inc. | 122,772 | $4.34M | 0.0% | -6.1% | 1.924% | |
7/19/2024 | Raymond James & Associates | 241,403 | $8.53M | 0.0% | +3,572.6% | 3.784% | |
7/18/2024 | Brookstone Capital Management | 7,136 | $255K | 0.0% | N/A | 0.112% | |
7/10/2024 | CWM LLC | 30,134 | $1.07M | 0.0% | +10,473.3% | 0.472% | |
5/17/2024 | Comerica Bank | 5,572 | $185K | 0.0% | +35.7% | 0.087% | |
5/8/2024 | Avantax Advisory Services Inc. | 6,796 | $226K | 0.0% | -17.4% | 0.107% | |
5/3/2024 | Integrity Financial Corp WA | 5,000 | $166K | 0.1% | -25.2% | 0.097% | |
5/2/2024 | Mutual Advisors LLC | 167,043 | $5.56M | 0.2% | -8.8% | 3.225% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 15,133 | $504K | 0.0% | -62.2% | 0.292% | |
4/29/2024 | Commonwealth Equity Services LLC | 194,944 | $6.49M | 0.0% | -5.9% | 3.763% | |
4/24/2024 | Hartford Financial Management Inc. | 221,367 | $7.37M | 1.6% | -7.3% | 4.273% | |
4/15/2024 | Sunbelt Securities Inc. | 1,260 | $42K | 0.0% | -79.9% | 0.016% | |
3/6/2024 | SageView Advisory Group LLC | 13,348 | $438K | 0.0% | N/A | 0.168% | |
2/26/2024 | Centaurus Financial Inc. | 25,086 | $812K | 0.1% | -6.4% | 0.316% | |
2/9/2024 | SageView Advisory Group LLC | 438,069 | $14.18M | 0.5% | N/A | 5.510% | |
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2/9/2024 | CreativeOne Wealth LLC | 27,873 | $902K | 0.1% | -65.0% | 0.351% | |
2/8/2024 | First Heartland Consultants Inc. | 9,595 | $310K | 0.0% | -28.7% | 0.121% | |
2/7/2024 | NBC Securities Inc. | 815 | $26K | 0.0% | -79.2% | 0.010% | |
2/7/2024 | Integrity Financial Corp WA | 6,681 | $216K | 0.2% | -20.3% | 0.084% | |
2/7/2024 | Principal Securities Inc. | 1,185 | $38K | 0.0% | N/A | 0.015% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 40,075 | $1.30M | 0.1% | -13.1% | 0.504% | |
2/2/2024 | Atria Wealth Solutions Inc. | 132,543 | $4.29M | 0.1% | +6.0% | 1.667% | |
1/30/2024 | Ergawealth Advisors Inc. | 7,001 | $227K | 0.1% | N/A | 0.088% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 1,390 | $45K | 0.0% | -26.5% | 0.017% | |
1/29/2024 | Hartford Financial Management Inc. | 238,859 | $7.73M | 1.8% | +3.1% | 3.005% | |
1/24/2024 | Comprehensive Financial Consultants Institutional Inc. | 71,594 | $2.32M | 1.1% | -1.8% | 0.901% | |
1/19/2024 | Donald L. Hagan LLC | 11,261 | $364K | 0.2% | -88.3% | 0.142% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 11,613 | $376K | 0.0% | +35.3% | 0.146% | |
1/16/2024 | Raymond James & Associates | 28,425 | $920K | 0.0% | +2.8% | 0.358% | |
1/12/2024 | Mutual Advisors LLC | 183,143 | $5.93M | 0.2% | -34.3% | 2.304% | |
1/9/2024 | Sage Capital Advisors llc | 17,877 | $578K | 0.2% | -10.1% | 0.225% | |
11/14/2023 | Mutual Advisors LLC | 278,954 | $8.46M | 0.3% | -4.0% | 3.509% | |
11/13/2023 | Envestnet Asset Management Inc. | 160,134 | $4.86M | 0.0% | -17.3% | 2.014% | |
11/13/2023 | Kestra Advisory Services LLC | 19,637 | $595K | 0.0% | -13.6% | 0.247% | |
11/9/2023 | First Heartland Consultants Inc. | 13,454 | $408K | 0.1% | -32.9% | 0.169% | |
11/8/2023 | Atria Wealth Solutions Inc. | 125,028 | $3.79M | 0.1% | -2.7% | 1.573% | |
11/8/2023 | LVZ Inc. | 13,612 | $413K | 0.1% | -3.5% | 0.171% | |
11/4/2023 | NBC Securities Inc. | 3,909 | $118K | 0.0% | N/A | 0.049% | |
10/24/2023 | Hartford Financial Management Inc. | 231,702 | $7.03M | 1.6% | -0.3% | 2.914% | |
10/24/2023 | Stratos Wealth Partners LTD. | 33,164 | $1.01M | 0.0% | -16.6% | 0.417% | |
10/24/2023 | Raymond James & Associates | 27,657 | $839K | 0.0% | -9.3% | 0.348% | |
10/23/2023 | Commonwealth Equity Services LLC | 442,227 | $13.41M | 0.0% | -18.5% | 5.563% | |
10/20/2023 | Brookstone Capital Management | 100,371 | $3.05M | 0.1% | -18.9% | 1.263% | |
10/18/2023 | Strategic Blueprint LLC | 37,494 | $1.14M | 0.1% | -56.4% | 0.472% | |
10/17/2023 | CreativeOne Wealth LLC | 79,546 | $2.41M | 0.2% | +0.6% | 1.001% | |
10/13/2023 | Cypress Wealth Services LLC | 17,311 | $525K | 0.1% | -66.7% | 0.218% | |
10/12/2023 | IFP Advisors Inc | 9,753 | $296K | 0.0% | -6.1% | 0.123% | |
10/12/2023 | Sage Capital Advisors llc | 19,896 | $603K | 0.2% | -3.5% | 0.250% | |
10/11/2023 | Donald L. Hagan LLC | 96,155 | $2.92M | 1.7% | -3.7% | 1.209% | |
10/11/2023 | AE Wealth Management LLC | 181,690 | $5.51M | 0.0% | -1.8% | 2.285% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 1,890 | $57K | 0.0% | N/A | 0.024% | |
8/21/2023 | Osaic Holdings Inc. | 1,232,486 | $37.89M | 0.1% | +137.5% | 15.503% | |
8/11/2023 | Kestra Advisory Services LLC | 22,733 | $699K | 0.0% | -24.3% | 0.286% | |
8/11/2023 | FSB Premier Wealth Management Inc. | 10,599 | $326K | 0.2% | -10.6% | 0.133% | |
8/10/2023 | Osaic Holdings Inc. | 1,232,486 | $37.89M | 0.1% | +137.5% | 15.503% | |
8/10/2023 | Commonwealth Equity Services LLC | 542,418 | $16.67M | 0.0% | -57.3% | 6.823% | |
8/10/2023 | Cetera Advisors LLC | 14,590 | $448K | 0.0% | +22.2% | 0.184% | |
8/10/2023 | Cetera Advisor Networks LLC | 55,544 | $1.71M | 0.0% | -65.5% | 0.699% | |
8/10/2023 | Cetera Investment Advisers | 35,844 | $1.10M | 0.0% | +347.5% | 0.451% | |
8/9/2023 | Spire Wealth Management | 2,200 | $68K | 0.0% | N/A | 0.028% | |
8/9/2023 | 1ST Source Bank | 6,726 | $207K | 0.0% | N/A | 0.085% | |
8/8/2023 | ODonnell Financial Services LLC | 578,378 | $17.78M | 10.7% | N/A | 7.275% | |
8/4/2023 | Envestnet Asset Management Inc. | 193,548 | $5.95M | 0.0% | +26.0% | 1.686% | |
8/4/2023 | IFP Advisors Inc | 10,382 | $312K | 0.0% | +3.3% | 0.090% | |
8/3/2023 | Atria Wealth Solutions Inc. | 128,448 | $3.95M | 0.1% | +3.4% | 1.119% | |
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8/1/2023 | Truist Financial Corp | 10,490 | $322K | 0.0% | N/A | 0.091% | |
7/31/2023 | LPL Financial LLC | 38,645 | $1.19M | 0.0% | +104.8% | 0.337% | |
7/31/2023 | Mutual Advisors LLC | 290,681 | $8.94M | 0.3% | -8.3% | 2.532% | |
7/31/2023 | TrueWealth Advisors LLC | 26,383 | $811K | 0.3% | -6.4% | 0.230% | |
7/27/2023 | Hartford Financial Management Inc. | 232,290 | $7.14M | 1.8% | +7.9% | 2.023% | |
7/26/2023 | First Heartland Consultants Inc. | 20,054 | $616K | 0.1% | N/A | 0.175% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 8,549 | $263K | 0.0% | N/A | 0.074% | |
7/25/2023 | Raymond James & Associates | 30,491 | $937K | 0.0% | +5.7% | 0.266% | |
7/25/2023 | Ameritas Advisory Services LLC | 17,970 | $549K | 0.1% | -13.9% | 0.157% | |
7/24/2023 | Comprehensive Financial Consultants Institutional Inc. | 78,111 | $2.42M | 1.3% | -10.7% | 0.680% | |