11/1/2024 | Atria Investments Inc | 12,570 | $492K | 0.0% | -2.2% | 0.160% | |
10/30/2024 | Maia Wealth LLC | 127,276 | $4.98M | 1.2% | N/A | 1.615% | |
10/30/2024 | MinichMacGregor Wealth Management LLC | 161,824 | $6.33M | 1.4% | +1.4% | 2.054% | |
10/29/2024 | Janney Montgomery Scott LLC | 67,531 | $2.64M | 0.0% | +89.9% | 0.857% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 3,286 | $129K | 0.0% | N/A | 0.042% | |
10/28/2024 | Hartford Financial Management Inc. | 156,613 | $6.13M | 1.3% | -1.7% | 1.987% | |
|
10/25/2024 | Valmark Advisers Inc. | 49,623 | $1.94M | 0.0% | N/A | 0.630% | |
10/25/2024 | Strategic Blueprint LLC | 7,010 | $274K | 0.0% | -26.6% | 0.089% | |
10/24/2024 | Lunt Capital Management Inc. | 23,537 | $921K | 0.4% | N/A | 0.299% | |
10/23/2024 | Mayfair Advisory Group LLC | 8,880 | $347K | 0.2% | N/A | 0.113% | |
10/23/2024 | Silver Oak Securities Incorporated | 30,541 | $1.19M | 0.1% | +625.1% | 0.388% | |
10/23/2024 | Commonwealth Financial Services LLC | 34,997 | $1.36M | 0.3% | +133.4% | 0.444% | |
10/22/2024 | WT Wealth Management | 8,162 | $322K | 0.1% | N/A | 0.104% | |
10/21/2024 | Integrity Financial Corp WA | 30,765 | $1.20M | 0.7% | +126.4% | 0.390% | |
10/18/2024 | Precedent Wealth Partners LLC | 162,700 | $6.37M | 2.1% | N/A | 2.065% | |
10/15/2024 | NBC Securities Inc. | 1,935 | $75K | 0.0% | -72.1% | 0.025% | |
10/8/2024 | CWM LLC | 99,961 | $3.91M | 0.0% | +59.8% | 1.269% | |
10/8/2024 | Sage Capital Advisors llc | 25,088 | $982K | 0.3% | +11.5% | 0.318% | |
10/8/2024 | Ignite Planners LLC | 41,253 | $1.61M | 0.4% | +0.8% | 0.524% | |
8/22/2024 | Cetera Investment Advisers | 173,351 | $6.56M | 0.0% | -66.2% | 2.200% | |
8/21/2024 | Truist Financial Corp | 11,444 | $433K | 0.0% | -75.9% | 0.145% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 14,513 | $549K | 0.0% | -6.1% | 0.184% | |
8/14/2024 | Commonwealth Financial Services LLC | 14,995 | $569K | 0.1% | -6.0% | 0.190% | |
8/13/2024 | AE Wealth Management LLC | 102,731 | $3.89M | 0.0% | -28.7% | 1.304% | |
8/8/2024 | Prosperity Consulting Group LLC | 135,348 | $5.12M | 0.7% | -7.0% | 1.718% | |
8/8/2024 | Envestnet Asset Management Inc. | 54,771 | $2.07M | 0.0% | -64.4% | 0.695% | |
8/8/2024 | Wealthgarden F.S. LLC | 11,184 | $423K | 0.4% | N/A | 0.142% | |
8/6/2024 | Chris Bulman Inc | 1,008 | $38K | 0.0% | N/A | 0.013% | |
7/31/2024 | Spire Wealth Management | 26,909 | $1.02M | 0.0% | -10.8% | 0.341% | |
7/31/2024 | Commonwealth Equity Services LLC | 482,943 | $18.28M | 0.0% | -17.6% | 6.129% | |
7/30/2024 | Integrity Financial Corp WA | 13,588 | $514K | 0.3% | +7.1% | 0.172% | |
7/29/2024 | Ameritas Advisory Services LLC | 24,567 | $930K | 0.0% | +5.4% | 0.312% | |
7/27/2024 | Strategic Blueprint LLC | 9,552 | $362K | 0.0% | -14.8% | 0.121% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 120,366 | $4.56M | 0.0% | -34.3% | 1.527% | |
7/25/2024 | MinichMacGregor Wealth Management LLC | 159,641 | $6.04M | 1.5% | +1.3% | 2.026% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 4,261 | $161K | 0.0% | -16.4% | 0.054% | |
7/16/2024 | Foguth Wealth Management LLC. | 127,323 | $4.82M | 2.1% | +12.1% | 1.616% | |
7/12/2024 | Ignite Planners LLC | 40,928 | $1.55M | 0.4% | -1.7% | 0.519% | |
7/10/2024 | CWM LLC | 62,549 | $2.37M | 0.0% | -2.5% | 0.794% | |
7/9/2024 | Sage Capital Advisors llc | 22,500 | $852K | 0.2% | -36.8% | 0.286% | |
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5/24/2024 | Cetera Advisors LLC | 106,227 | $3.93M | 0.0% | +176.5% | 1.348% | |
5/24/2024 | Cetera Investment Advisers | 513,052 | $18.98M | 0.0% | +365.6% | 6.511% | |
5/21/2024 | Atria Investments Inc | 83,650 | $3.10M | 0.0% | +15.4% | 1.062% | |
5/17/2024 | Comerica Bank | 5,179 | $192K | 0.0% | +33.8% | 0.066% | |
5/14/2024 | CreativeOne Wealth LLC | 25,042 | $927K | 0.0% | N/A | 0.318% | |
5/9/2024 | Delta Investment Management LLC | 7,224 | $267K | 0.1% | -12.3% | 0.092% | |
5/9/2024 | Camelot Portfolios LLC | 36,671 | $1.36M | 1.3% | -23.0% | 0.465% | |
5/8/2024 | Avantax Advisory Services Inc. | 9,878 | $365K | 0.0% | -50.4% | 0.125% | |
5/7/2024 | Oppenheimer & Co. Inc. | 554,934 | $20.53M | 0.3% | +0.6% | 7.042% | |
5/3/2024 | Larson Financial Group LLC | 1,509 | $56K | 0.0% | -15.6% | 0.019% | |
5/3/2024 | Integrity Financial Corp WA | 12,690 | $470K | 0.3% | -4.7% | 0.157% | |
5/1/2024 | StoneX Group Inc. | 26,501 | $981K | 0.1% | -1.5% | 0.328% | |
5/1/2024 | Janney Montgomery Scott LLC | 59,221 | $2.19M | 0.0% | -68.3% | 0.733% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 5,099 | $189K | 0.0% | -82.3% | 0.063% | |
5/1/2024 | Prosperity Consulting Group LLC | 145,480 | $5.38M | 0.7% | -9.1% | 1.800% | |
4/29/2024 | Commonwealth Equity Services LLC | 586,113 | $21.69M | 0.0% | -4.7% | 7.254% | |
4/25/2024 | Capital Investment Advisory Services LLC | 1,425 | $53K | 0.0% | +96.6% | 0.018% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 183,085 | $6.77M | 0.0% | -8.2% | 2.266% | |
4/24/2024 | Hartford Financial Management Inc. | 307,399 | $11.37M | 2.4% | -2.0% | 3.804% | |
4/24/2024 | Spire Wealth Management | 30,170 | $1.12M | 0.0% | -9.0% | 0.373% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 41,334 | $1.53M | 0.0% | -42.4% | 0.512% | |
4/18/2024 | AlphaMark Advisors LLC | 2,900 | $107K | 0.0% | -28.9% | 0.036% | |
4/17/2024 | Foguth Wealth Management LLC. | 113,558 | $4.20M | 2.3% | N/A | 0.901% | |
4/15/2024 | Sunbelt Securities Inc. | 10,529 | $390K | 0.0% | -31.1% | 0.084% | |
4/10/2024 | Signal Advisors Wealth LLC | 113,558 | $4.20M | 1.0% | +10.3% | 0.901% | |
4/5/2024 | NBC Securities Inc. | 7,213 | $266K | 0.0% | -12.6% | 0.057% | |
4/4/2024 | Advance Capital Management Inc. | 7,181 | $266K | 0.0% | -78.4% | 0.057% | |
3/6/2024 | SageView Advisory Group LLC | 275,553 | $9.76M | 0.3% | +2,343.5% | 2.187% | |
2/26/2024 | Integrated Advisors Network LLC | 18,459 | $654K | 0.0% | -8.7% | 0.147% | |
2/16/2024 | SageView Advisory Group LLC | 275,553 | $9.76M | 0.3% | +2,343.5% | 2.187% | |
2/13/2024 | Cetera Advisor Networks LLC | 368,405 | $13.05M | 0.1% | -6.3% | 2.924% | |
2/13/2024 | Oppenheimer & Co. Inc. | 551,492 | $19.54M | 0.4% | -1.9% | 4.377% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 11,024 | $387K | 0.3% | -4.7% | 0.087% | |
2/12/2024 | StoneX Group Inc. | 26,896 | $953K | 0.1% | -2.9% | 0.213% | |
2/9/2024 | SageView Advisory Group LLC | 275,553 | $9.76M | 0.3% | +2,343.5% | 2.187% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 199,435 | $7.07M | 0.0% | -8.7% | 1.583% | |
2/8/2024 | MinichMacGregor Wealth Management LLC | 150,317 | $5.33M | 1.5% | N/A | 1.193% | |
2/7/2024 | Avantax Advisory Services Inc. | 19,905 | $705K | 0.0% | -18.7% | 0.158% | |
2/7/2024 | NBC Securities Inc. | 8,253 | $292K | 0.0% | -7.3% | 0.066% | |
2/7/2024 | Integrity Financial Corp WA | 13,309 | $472K | 0.3% | -6.9% | 0.106% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 28,833 | $1.02M | 0.1% | -14.3% | 0.229% | |
2/6/2024 | Ifrah Financial Services Inc. | 17,643 | $625K | 0.2% | +25.5% | 0.140% | |
2/6/2024 | Commonwealth Equity Services LLC | 614,913 | $21.79M | 0.0% | -48.6% | 4.880% | |
2/2/2024 | Truist Financial Corp | 155,217 | $5.50M | 0.0% | -23.1% | 1.232% | |
2/2/2024 | Atria Wealth Solutions Inc. | 17,489 | $620K | 0.0% | -26.9% | 0.139% | |
2/1/2024 | Capital Investment Advisory Services LLC | 725 | $26K | 0.0% | -63.8% | 0.006% | |
2/1/2024 | CWM LLC | 84,594 | $3.00M | 0.0% | +2.2% | 0.671% | |
1/29/2024 | Hartford Financial Management Inc. | 313,823 | $11.12M | 2.5% | -3.7% | 2.491% | |
1/25/2024 | Strategic Blueprint LLC | 11,212 | $397K | 0.0% | -59.9% | 0.089% | |
1/23/2024 | Camelot Portfolios LLC | 47,601 | $1.69M | 1.0% | +17.1% | 0.378% | |
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1/23/2024 | TriaGen Wealth Management LLC | 30,290 | $1.07M | 0.5% | -10.0% | 0.240% | |
1/19/2024 | AlphaMark Advisors LLC | 4,080 | $145K | 0.1% | -40.3% | 0.032% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 71,797 | $2.54M | 0.0% | -25.7% | 0.570% | |
1/16/2024 | Raymond James & Associates | 74,634 | $2.64M | 0.0% | -3.0% | 0.592% | |
1/12/2024 | Mutual Advisors LLC | 38,673 | $1.37M | 0.0% | -17.9% | 0.307% | |
1/10/2024 | Advance Capital Management Inc. | 33,206 | $1.18M | 0.1% | -48.9% | 0.264% | |
1/9/2024 | IFP Advisors Inc | 182,728 | $6.47M | 0.3% | -3.7% | 1.450% | |
12/11/2023 | Sunbelt Securities Inc. | 16,867 | $558K | 0.1% | +9.7% | 0.134% | |
11/8/2023 | Janney Montgomery Scott LLC | 186,983 | $6.19M | 0.0% | -0.3% | 1.484% | |
11/8/2023 | Pinnacle Wealth Planning Services Inc. | 35,481 | $1.17M | 0.2% | -27.3% | 0.282% | |