11/20/2024 | SOA Wealth Advisors LLC. | 3,854 | $172K | 0.0% | -7.9% | 0.022% | |
11/19/2024 | Barclays PLC | 990 | $44K | 0.0% | N/A | 0.006% | |
11/15/2024 | Barclays PLC | 990 | $44K | 0.0% | N/A | 0.006% | |
11/15/2024 | MML Investors Services LLC | 161,032 | $7.20M | 0.0% | -19.4% | 0.916% | |
11/15/2024 | Insigneo Advisory Services LLC | 34,779 | $1.56M | 0.2% | -4.1% | 0.198% | |
11/15/2024 | Jane Street Group LLC | 28,340 | $1.27M | 0.0% | +85.5% | 0.161% | |
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11/14/2024 | Plotkin Financial Advisors LLC | 79,500 | $3.56M | 2.1% | N/A | 0.452% | |
11/14/2024 | Rockefeller Capital Management L.P. | 22,699 | $1.02M | 0.0% | -2.4% | 0.129% | |
11/14/2024 | CreativeOne Wealth LLC | 12,174 | $544K | 0.0% | -21.8% | 0.069% | |
11/12/2024 | Larson Financial Group LLC | 1,172 | $52K | 0.0% | -25.5% | 0.007% | |
11/8/2024 | Prospera Financial Services Inc | 39,207 | $1.75M | 0.0% | +386.9% | 0.223% | |
11/6/2024 | OneDigital Investment Advisors LLC | 50,949 | $2.28M | 0.0% | -4.1% | 0.290% | |
11/6/2024 | Main Street Financial Solutions LLC | 42,984 | $1.92M | 0.2% | -5.7% | 0.245% | |
11/6/2024 | Oppenheimer & Co. Inc. | 26,342 | $1.18M | 0.0% | -7.0% | 0.150% | |
11/5/2024 | Savvy Advisors Inc. | 6,874 | $307K | 0.1% | -3.8% | 0.039% | |
11/5/2024 | Harbour Investments Inc. | 18,922 | $846K | 0.0% | -39.4% | 0.108% | |
11/1/2024 | Atria Investments Inc | 112,956 | $5.05M | 0.1% | +6.8% | 0.643% | |
11/1/2024 | Assetmark Inc. | 67,752 | $3.03M | 0.0% | +197.9% | 0.385% | |
10/31/2024 | TFB Advisors LLC | 7,764 | $347K | 0.1% | +11.6% | 0.044% | |
10/29/2024 | Janney Montgomery Scott LLC | 231,751 | $10.36M | 0.0% | -17.4% | 1.318% | |
10/28/2024 | Americana Partners LLC | 96,607 | $4.32M | 0.3% | +6.9% | 0.550% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 10,660 | $477K | 0.0% | -6.6% | 0.061% | |
10/28/2024 | Stephens Inc. AR | 34,366 | $1.54M | 0.0% | -3.0% | 0.195% | |
10/22/2024 | Chris Bulman Inc | 4,972 | $222K | 0.2% | +21.4% | 0.028% | |
10/21/2024 | Integrity Financial Corp WA | 35,795 | $1.60M | 0.9% | -13.4% | 0.204% | |
10/21/2024 | AIFG Consultants Ltd. | 5,518 | $247K | 0.2% | -28.0% | 0.031% | |
10/18/2024 | Raymond James & Associates | 53,083 | $2.37M | 0.0% | -39.4% | 0.302% | |
10/16/2024 | Marshall Financial Group LLC | 23,153 | $1.04M | 0.2% | -1.6% | 0.132% | |
10/16/2024 | Naviter Wealth LLC | 4,604 | $206K | 0.0% | N/A | 0.026% | |
10/10/2024 | McCarthy & Cox | 133,616 | $5.98M | 2.3% | -1.1% | 0.760% | |
10/8/2024 | CWM LLC | 182,735 | $8.17M | 0.0% | -5.7% | 1.039% | |
10/8/2024 | Brookstone Capital Management | 413,214 | $18.48M | 0.3% | -1.1% | 2.350% | |
9/5/2024 | Sanctuary Advisors LLC | 9,801 | $407K | 0.0% | N/A | 0.056% | |
8/22/2024 | Cetera Investment Advisers | 165,664 | $7.19M | 0.0% | -51.0% | 0.942% | |
8/21/2024 | Truist Financial Corp | 25,066 | $1.09M | 0.0% | -5.2% | 0.143% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 22,065 | $958K | 0.0% | N/A | 0.126% | |
8/16/2024 | Sunbelt Securities Inc. | 60,180 | $2.61M | 0.3% | -1.8% | 0.342% | |
8/16/2024 | NewEdge Advisors LLC | 49,164 | $2.13M | 0.0% | -5.5% | 0.280% | |
8/14/2024 | Insigneo Advisory Services LLC | 36,254 | $1.52M | 0.2% | N/A | 0.206% | |
8/13/2024 | AE Wealth Management LLC | 31,216 | $1.36M | 0.0% | -5.4% | 0.178% | |
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8/13/2024 | Benjamin F. Edwards & Company Inc. | 814 | $35K | 0.0% | N/A | 0.005% | |
8/10/2024 | Pitti Group Wealth Management LLC | 7,301 | $291K | 0.3% | +20.1% | 0.042% | |
8/9/2024 | WealthPLAN Partners LLC | 5,163 | $224K | 0.0% | -94.0% | 0.029% | |
8/8/2024 | Prosperity Consulting Group LLC | 127,745 | $5.55M | 0.8% | -10.0% | 0.727% | |
8/8/2024 | Envestnet Asset Management Inc. | 283,459 | $12.30M | 0.0% | -35.7% | 1.612% | |
8/8/2024 | CoreCap Advisors LLC | 9,343 | $406K | 0.0% | N/A | 0.053% | |
8/8/2024 | Main Street Financial Solutions LLC | 45,584 | $1.98M | 0.2% | -0.7% | 0.259% | |
8/6/2024 | Chris Bulman Inc | 4,096 | $178K | 0.1% | N/A | 0.023% | |
8/2/2024 | Larson Financial Group LLC | 1,574 | $68K | 0.0% | -27.9% | 0.009% | |
8/2/2024 | FSB Premier Wealth Management Inc. | 20,954 | $910K | 0.4% | -2.2% | 0.119% | |
7/31/2024 | Anfield Capital Management LLC | 79,978 | $3.47M | 1.7% | N/A | 0.455% | |
7/31/2024 | Commonwealth Equity Services LLC | 334,758 | $14.53M | 0.0% | -32.9% | 1.904% | |
7/31/2024 | Americana Partners LLC | 90,347 | $3.92M | 0.3% | +1.8% | 0.514% | |
7/30/2024 | Integrity Financial Corp WA | 41,343 | $1.80M | 1.1% | -3.9% | 0.235% | |
7/30/2024 | TFB Advisors LLC | 6,955 | $302K | 0.1% | N/A | 0.040% | |
7/29/2024 | Ameritas Advisory Services LLC | 29,460 | $1.28M | 0.0% | +2.4% | 0.168% | |
7/27/2024 | Strategic Blueprint LLC | 9,670 | $420K | 0.0% | -26.7% | 0.055% | |
7/26/2024 | Harbour Investments Inc. | 31,201 | $1.35M | 0.0% | -44.1% | 0.177% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 154,372 | $6.70M | 0.0% | -8.1% | 0.878% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 6,598 | $286K | 0.0% | N/A | 0.038% | |
7/24/2024 | Catalina Capital Group LLC | 4,688 | $203K | 0.1% | N/A | 0.027% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 23,127 | $1.00M | 0.1% | -4.2% | 0.132% | |
7/22/2024 | Atria Wealth Solutions Inc. | 35,192 | $1.53M | 0.0% | -2.5% | 0.200% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 358,682 | $15.57M | 0.0% | -2.3% | 2.040% | |
7/19/2024 | Marshall Financial Group LLC | 23,540 | $1.02M | 0.3% | -2.5% | 0.134% | |
7/19/2024 | Raymond James & Associates | 87,545 | $3.80M | 0.0% | -4.9% | 0.498% | |
7/18/2024 | Brookstone Capital Management | 417,653 | $18.29M | 0.3% | -5.3% | 2.376% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 10,174 | $442K | 0.0% | -11.5% | 0.058% | |
7/16/2024 | Cascade Investment Group Inc. | 6,820 | $296K | 0.2% | +3.8% | 0.039% | |
7/16/2024 | Foguth Wealth Management LLC. | 116,285 | $5.05M | 2.2% | +12.8% | 0.661% | |
7/10/2024 | CWM LLC | 193,812 | $8.41M | 0.0% | -3.9% | 1.102% | |
5/24/2024 | Cetera Advisors LLC | 96,942 | $4.07M | 0.0% | +78.3% | 0.551% | |
5/24/2024 | Cetera Investment Advisers | 337,899 | $14.19M | 0.0% | +3,133.5% | 1.922% | |
5/21/2024 | Atria Investments Inc | 100,483 | $4.22M | 0.1% | N/A | 0.572% | |
5/20/2024 | Independent Wealth Network Inc. | 49,390 | $2.07M | 1.0% | N/A | 0.281% | |
5/17/2024 | WealthPlan Investment Management LLC | 133,979 | $5.62M | 0.9% | N/A | 0.762% | |
5/14/2024 | CreativeOne Wealth LLC | 137,332 | $5.77M | 0.2% | +2,606.0% | 0.781% | |
5/10/2024 | Osaic Holdings Inc. | 766,542 | $32.18M | 0.1% | +16.3% | 4.360% | |
5/9/2024 | HBK Sorce Advisory LLC | 7,188 | $302K | 0.0% | -8.8% | 0.041% | |
5/8/2024 | Avantax Advisory Services Inc. | 23,654 | $993K | 0.0% | N/A | 0.135% | |
5/8/2024 | Semus Wealth Partners LLC | 12,424 | $522K | 0.4% | N/A | 0.071% | |
5/7/2024 | WealthPLAN Partners LLC | 86,243 | $3.62M | 0.4% | N/A | 0.491% | |
5/7/2024 | Oppenheimer & Co. Inc. | 21,553 | $905K | 0.0% | +4.6% | 0.123% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,496 | $483K | 0.0% | N/A | 0.064% | |
5/6/2024 | Advisory Services Network LLC | 98,654 | $4.14M | 0.1% | N/A | 0.553% | |
5/3/2024 | Larson Financial Group LLC | 2,183 | $92K | 0.0% | -11.8% | 0.012% | |
5/3/2024 | Integrity Financial Corp WA | 43,025 | $1.81M | 1.2% | +1.3% | 0.241% | |
5/1/2024 | Janney Montgomery Scott LLC | 94,040 | $3.95M | 0.0% | +339.7% | 0.527% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 24,133 | $1.01M | 0.1% | +155.2% | 0.135% | |
5/1/2024 | Prosperity Consulting Group LLC | 141,907 | $5.96M | 0.7% | +563.1% | 0.795% | |
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5/1/2024 | McCarthy & Cox | 136,172 | $5.72M | 2.2% | N/A | 0.763% | |
4/30/2024 | Arkadios Wealth Advisors | 9,443 | $396K | 0.0% | -12.2% | 0.053% | |
4/29/2024 | Commonwealth Equity Services LLC | 498,997 | $20.95M | 0.0% | +18.7% | 2.796% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 7,908 | $332K | 0.0% | +44.6% | 0.044% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 167,901 | $7.05M | 0.0% | +81.9% | 0.941% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 11,930 | $501K | 0.1% | +4.4% | 0.067% | |
4/24/2024 | Pitti Group Wealth Management LLC | 6,077 | $254K | 0.3% | -16.8% | 0.034% | |
4/23/2024 | Global Retirement Partners LLC | 1,830 | $77K | 0.0% | N/A | 0.010% | |
4/23/2024 | Strategic Blueprint LLC | 13,195 | $554K | 0.0% | N/A | 0.074% | |
4/19/2024 | Marshall Financial Group LLC | 24,136 | $1.01M | 0.3% | +1.3% | 0.282% | |