11/15/2024 | Barclays PLC | 1,081 | $52K | 0.0% | N/A | 0.006% | |
11/15/2024 | MML Investors Services LLC | 16,602 | $806K | 0.0% | -7.7% | 0.094% | |
11/15/2024 | Jane Street Group LLC | 21,574 | $1.05M | 0.0% | +102.2% | 0.122% | |
11/14/2024 | Rockefeller Capital Management L.P. | 42,132 | $2.05M | 0.0% | -11.6% | 0.239% | |
11/14/2024 | CreativeOne Wealth LLC | 189,817 | $9.22M | 0.3% | +73.4% | 1.077% | |
11/8/2024 | Grant Street Asset Management Inc. | 19,236 | $934K | 0.3% | -9.9% | 0.109% | |
|
11/8/2024 | Prospera Private Wealth LLC | 11,136 | $541K | 0.1% | N/A | 0.063% | |
11/7/2024 | Peterson Financial Group Inc. | 1,099 | $53K | 0.2% | N/A | 0.006% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 4,464 | $217K | 0.0% | -23.0% | 0.025% | |
11/6/2024 | OneDigital Investment Advisors LLC | 8,987 | $436K | 0.0% | -4.3% | 0.051% | |
11/5/2024 | Harbour Investments Inc. | 39,250 | $1.91M | 0.1% | -65.5% | 0.223% | |
11/4/2024 | Axxcess Wealth Management LLC | 12,455 | $605K | 0.0% | N/A | 0.071% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 22,468 | $1.09M | 0.2% | N/A | 0.127% | |
11/4/2024 | Sigma Planning Corp | 7,693 | $374K | 0.0% | -83.4% | 0.044% | |
11/1/2024 | Atria Investments Inc | 154,627 | $7.51M | 0.1% | +707.0% | 0.877% | |
11/1/2024 | Assetmark Inc. | 62,842 | $3.05M | 0.0% | +195.4% | 0.356% | |
10/31/2024 | TFB Advisors LLC | 7,710 | $374K | 0.1% | +25.5% | 0.044% | |
10/29/2024 | Opes Wealth Management LLC | 15,241 | $740K | 0.1% | -1.8% | 0.086% | |
10/29/2024 | Janney Montgomery Scott LLC | 38,921 | $1.89M | 0.0% | -41.6% | 0.221% | |
10/29/2024 | Clear Creek Financial Management LLC | 4,730 | $230K | 0.0% | -7.3% | 0.027% | |
10/28/2024 | Stephens Inc. AR | 108,559 | $5.27M | 0.1% | -1.5% | 0.616% | |
10/25/2024 | Great Diamond Partners LLC | 112,106 | $5.44M | 1.4% | -7.7% | 0.636% | |
10/25/2024 | Strategic Blueprint LLC | 10,922 | $530K | 0.0% | +15.7% | 0.062% | |
10/23/2024 | Outlook Wealth Advisors LLC | 47,541 | $2.31M | 0.7% | +16.0% | 0.270% | |
10/23/2024 | Heritage Oak Wealth Advisors LLC | 4,809 | $234K | 0.1% | N/A | 0.027% | |
10/23/2024 | Legacy Capital Group California Inc. | 90,849 | $4.41M | 1.5% | N/A | 0.515% | |
10/23/2024 | Fiduciary Planning LLC | 581,583 | $28.24M | 9.6% | +1.4% | 3.299% | |
10/22/2024 | Chris Bulman Inc | 5,567 | $270K | 0.2% | +171.0% | 0.032% | |
10/21/2024 | Integrity Financial Corp WA | 28,068 | $1.36M | 0.8% | -5.6% | 0.159% | |
10/21/2024 | Raleigh Capital Management Inc. | 7,979 | $387K | 0.1% | N/A | 0.045% | |
10/18/2024 | Raymond James & Associates | 104,401 | $5.07M | 0.0% | -1.1% | 0.592% | |
10/18/2024 | Stratos Investment Management LLC | 192,106 | $9.33M | 0.7% | +28.5% | 1.090% | |
10/18/2024 | Stratos Wealth Advisors LLC | 112,661 | $5.47M | 0.3% | -49.7% | 0.639% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 113,240 | $5.50M | 0.8% | -1.3% | 0.642% | |
10/16/2024 | Marshall Financial Group LLC | 28,809 | $1.40M | 0.3% | -4.7% | 0.163% | |
10/15/2024 | Keystone Wealth Services LLC | 72,146 | $3.50M | 1.0% | -9.5% | 0.409% | |
10/15/2024 | NBC Securities Inc. | 3,793 | $184K | 0.0% | -8.2% | 0.022% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 5,453 | $265K | 0.0% | -7.9% | 0.031% | |
10/10/2024 | McCarthy & Cox | 107,739 | $5.23M | 2.0% | -0.9% | 0.611% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 13,902 | $675K | 0.0% | +4.7% | 0.079% | |
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10/10/2024 | Lloyd Advisory Services LLC. | 7,294 | $354K | 0.2% | N/A | 0.041% | |
10/9/2024 | Maltin Wealth Management Inc. | 27,232 | $1.32M | 0.6% | -10.7% | 0.154% | |
10/9/2024 | Cypress Wealth Services LLC | 4,500 | $219K | 0.0% | -59.3% | 0.026% | |
10/8/2024 | CWM LLC | 130,892 | $6.36M | 0.0% | -16.7% | 0.742% | |
10/8/2024 | Sovereign Financial Group Inc. | 12,039 | $585K | 0.1% | -3.0% | 0.068% | |
10/8/2024 | Sage Capital Advisors llc | 4,150 | $202K | 0.1% | -6.5% | 0.024% | |
10/8/2024 | Brookstone Capital Management | 10,860 | $527K | 0.0% | +91.8% | 0.062% | |
10/8/2024 | Mather Group LLC. | 506 | $25K | 0.0% | N/A | 0.003% | |
9/5/2024 | Sanctuary Advisors LLC | 15,190 | $678K | 0.0% | N/A | 0.086% | |
8/22/2024 | Cetera Investment Advisers | 431,872 | $20.21M | 0.0% | +1.6% | 2.450% | |
8/16/2024 | NewEdge Advisors LLC | 29,986 | $1.40M | 0.0% | -18.1% | 0.170% | |
8/13/2024 | AE Wealth Management LLC | 19,752 | $924K | 0.0% | +9.0% | 0.112% | |
8/13/2024 | Benjamin Edwards Inc. | 1,888 | $88K | 0.0% | N/A | 0.011% | |
8/8/2024 | Envestnet Asset Management Inc. | 277,355 | $12.98M | 0.0% | +17.8% | 1.573% | |
8/8/2024 | CoreCap Advisors LLC | 8,599 | $402K | 0.0% | N/A | 0.049% | |
8/8/2024 | Main Street Financial Solutions LLC | 70,651 | $3.31M | 0.3% | -0.8% | 0.401% | |
8/7/2024 | Fiduciary Planning LLC | 573,811 | $26.85M | 9.6% | +0.1% | 3.255% | |
8/6/2024 | Chris Bulman Inc | 2,054 | $96K | 0.1% | N/A | 0.012% | |
8/6/2024 | Hanlon Investment Management Inc. | 4,458 | $209K | 0.1% | N/A | 0.025% | |
8/6/2024 | Valtinson Bruner Financial Planning LLC | 43,146 | $2.02M | 0.8% | -4.1% | 0.245% | |
8/6/2024 | Opes Wealth Management LLC | 15,515 | $726K | 0.2% | -5.7% | 0.088% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 840 | $39K | 0.0% | -73.2% | 0.005% | |
8/2/2024 | FSB Premier Wealth Management Inc. | 36,419 | $1.70M | 0.8% | +0.6% | 0.207% | |
8/1/2024 | Laidlaw Wealth Management LLC | 22,280 | $1.04M | 0.6% | +4.8% | 0.126% | |
7/31/2024 | Commonwealth Equity Services LLC | 550,004 | $25.74M | 0.0% | +3.6% | 3.120% | |
7/31/2024 | Concurrent Investment Advisors LLC | 5,588 | $261K | 0.0% | +25.3% | 0.032% | |
7/30/2024 | Integrity Financial Corp WA | 29,736 | $1.39M | 0.9% | +6.1% | 0.169% | |
7/30/2024 | TFB Advisors LLC | 6,143 | $287K | 0.1% | N/A | 0.035% | |
7/29/2024 | Great Diamond Partners LLC | 121,449 | $5.68M | 1.3% | -4.0% | 0.689% | |
7/29/2024 | Ameritas Advisory Services LLC | 15,483 | $724K | 0.0% | -5.5% | 0.088% | |
7/27/2024 | Strategic Blueprint LLC | 9,436 | $442K | 0.0% | +59.8% | 0.054% | |
7/27/2024 | Zimmermann Investment Management & Planning LLC | 118,952 | $5.57M | 1.9% | -3.3% | 0.675% | |
7/26/2024 | Harbour Investments Inc. | 113,717 | $5.32M | 0.2% | -6.4% | 0.645% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 88,303 | $4.13M | 0.0% | -8.0% | 0.501% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 5,800 | $271K | 0.0% | N/A | 0.033% | |
7/25/2024 | Clear Creek Financial Management LLC | 5,105 | $239K | 0.0% | -7.1% | 0.029% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 114,767 | $5.37M | 0.9% | -0.2% | 0.651% | |
7/22/2024 | Focus Financial Network Inc. | 27,649 | $1.31M | 0.1% | +82.2% | 0.157% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 795,714 | $37.23M | 0.1% | +2.1% | 4.513% | |
7/19/2024 | Marshall Financial Group LLC | 30,227 | $1.41M | 0.4% | -7.8% | 0.171% | |
7/19/2024 | Raymond James & Associates | 105,547 | $4.94M | 0.0% | -6.0% | 0.599% | |
7/19/2024 | MBL Wealth LLC | 24,905 | $1.17M | 0.1% | N/A | 0.141% | |
7/18/2024 | Brookstone Capital Management | 5,663 | $268K | 0.0% | N/A | 0.032% | |
7/18/2024 | Triad Wealth Partners LLC | 1,597 | $75K | 0.0% | N/A | 0.009% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 5,921 | $277K | 0.0% | -11.9% | 0.034% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 6,869 | $321K | 0.0% | +3.7% | 0.039% | |
7/16/2024 | Foguth Wealth Management LLC. | 5,778 | $270K | 0.1% | N/A | 0.033% | |
7/12/2024 | Maltin Wealth Management Inc. | 30,493 | $1.43M | 0.8% | +3.8% | 0.173% | |
7/10/2024 | CWM LLC | 157,071 | $7.35M | 0.0% | -1.3% | 0.891% | |
7/9/2024 | Sage Capital Advisors llc | 4,438 | $208K | 0.1% | -6.8% | 0.025% | |
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5/24/2024 | Cetera Advisors LLC | 203,808 | $9.23M | 0.1% | +375.0% | 1.156% | |
5/24/2024 | Cetera Investment Advisers | 425,034 | $19.24M | 0.0% | +168.8% | 2.411% | |
5/21/2024 | Atria Investments Inc | 53,516 | $2.42M | 0.0% | +19.6% | 0.304% | |
5/20/2024 | Independent Wealth Network Inc. | 5,500 | $249K | 0.1% | N/A | 0.031% | |
5/14/2024 | CreativeOne Wealth LLC | 191,724 | $8.68M | 0.3% | N/A | 1.087% | |
5/10/2024 | Osaic Holdings Inc. | 269,263 | $12.19M | 0.0% | +51.5% | 1.527% | |
5/8/2024 | Great Diamond Partners LLC | 126,527 | $5.73M | 1.3% | +2.3% | 0.718% | |
5/8/2024 | Avantax Advisory Services Inc. | 30,362 | $1.38M | 0.0% | +112.1% | 0.172% | |
5/8/2024 | Semus Wealth Partners LLC | 32,828 | $1.49M | 1.3% | N/A | 0.186% | |
5/7/2024 | Concurrent Investment Advisors LLC | 4,458 | $202K | 0.0% | N/A | 0.025% | |