11/1/2024 | Atria Investments Inc | 143,249 | $7.24M | 0.1% | +5.2% | 1.095% | |
11/1/2024 | Assetmark Inc. | 60,662 | $3.07M | 0.0% | +198.4% | 0.464% | |
11/1/2024 | Holistic Planning LLC | 6,743 | $341K | 0.1% | N/A | 0.052% | |
10/31/2024 | TFB Advisors LLC | 9,430 | $476K | 0.1% | +20.8% | 0.072% | |
10/31/2024 | Concurrent Investment Advisors LLC | 7,252 | $366K | 0.0% | +16.6% | 0.055% | |
10/30/2024 | Hanlon Investment Management Inc. | 5,087 | $257K | 0.1% | +6.0% | 0.039% | |
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10/30/2024 | United Advisor Group LLC | 8,665 | $438K | 0.1% | N/A | 0.066% | |
10/29/2024 | Janney Montgomery Scott LLC | 34,175 | $1.73M | 0.0% | +5.3% | 0.261% | |
10/28/2024 | Focus Financial Network Inc. | 4,178 | $211K | 0.0% | N/A | 0.032% | |
10/28/2024 | Stephens Inc. AR | 113,885 | $5.75M | 0.1% | +43.1% | 0.871% | |
10/25/2024 | Strategic Blueprint LLC | 28,168 | $1.42M | 0.1% | +3.7% | 0.215% | |
10/23/2024 | Financial Guidance Group Inc. | 80,666 | $4.08M | 2.4% | -11.5% | 0.617% | |
10/22/2024 | Chris Bulman Inc | 5,785 | $292K | 0.2% | +763.4% | 0.044% | |
10/21/2024 | Foundations Investment Advisors LLC | 33,856 | $1.71M | 0.0% | -3.6% | 0.259% | |
10/21/2024 | Integrity Financial Corp WA | 34,596 | $1.75M | 1.0% | +23.4% | 0.264% | |
10/18/2024 | Raymond James & Associates | 74,223 | $3.75M | 0.0% | +2.9% | 0.567% | |
10/15/2024 | Keystone Wealth Services LLC | 192,377 | $9.72M | 2.7% | +0.4% | 1.471% | |
10/15/2024 | NBC Securities Inc. | 5,765 | $291K | 0.0% | +24.3% | 0.044% | |
10/10/2024 | McCarthy & Cox | 241,965 | $12.22M | 4.7% | -0.5% | 1.850% | |
10/8/2024 | CWM LLC | 188,163 | $9.51M | 0.0% | +4.8% | 1.439% | |
10/8/2024 | Brookstone Capital Management | 15,514 | $784K | 0.0% | +40.0% | 0.119% | |
10/8/2024 | Legacy Private Trust Co. | 6,765 | $342K | 0.0% | -19.1% | 0.052% | |
10/5/2024 | Central Valley Advisors LLC | 9,043 | $457K | 0.3% | -92.1% | 0.069% | |
10/3/2024 | Park Avenue Securities LLC | 5,016 | $253K | 0.0% | N/A | 0.038% | |
9/23/2024 | Centaurus Financial Inc. | 14,113 | $683K | 0.0% | +521.4% | 0.108% | |
8/22/2024 | Cetera Investment Advisers | 270,183 | $13.08M | 0.0% | +20.3% | 2.066% | |
8/21/2024 | Truist Financial Corp | 31,562 | $1.53M | 0.0% | -11.6% | 0.241% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 13,651 | $661K | 0.0% | +11.9% | 0.104% | |
8/16/2024 | Sunbelt Securities Inc. | 9,862 | $477K | 0.0% | -7.8% | 0.075% | |
8/16/2024 | NewEdge Advisors LLC | 21,442 | $1.04M | 0.0% | -5.5% | 0.164% | |
8/14/2024 | Insigneo Advisory Services LLC | 4,600 | $215K | 0.0% | N/A | 0.035% | |
8/14/2024 | Clear Point Advisors Inc. | 1,165 | $56K | 0.0% | -56.3% | 0.009% | |
8/13/2024 | AE Wealth Management LLC | 20,477 | $991K | 0.0% | +329.5% | 0.157% | |
8/8/2024 | Envestnet Asset Management Inc. | 327,146 | $15.83M | 0.0% | +36.9% | 2.501% | |
8/8/2024 | CoreCap Advisors LLC | 8,242 | $399K | 0.0% | N/A | 0.063% | |
8/7/2024 | MGO One Seven LLC | 22,025 | $1.07M | 0.1% | +255.7% | 0.168% | |
8/6/2024 | Chris Bulman Inc | 670 | $32K | 0.0% | N/A | 0.005% | |
8/6/2024 | Hanlon Investment Management Inc. | 4,797 | $232K | 0.1% | N/A | 0.037% | |
8/6/2024 | Valtinson Bruner Financial Planning LLC | 71,435 | $3.46M | 1.4% | -4.5% | 0.546% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 38,659 | $1.87M | 0.4% | -1.8% | 0.296% | |
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8/2/2024 | Foundations Investment Advisors LLC | 35,124 | $1.70M | 0.0% | N/A | 0.269% | |
8/2/2024 | FSB Premier Wealth Management Inc. | 9,562 | $463K | 0.2% | +21.1% | 0.073% | |
8/1/2024 | Laidlaw Wealth Management LLC | 26,908 | $1.30M | 0.7% | +3.5% | 0.206% | |
7/31/2024 | Aptus Capital Advisors LLC | 91,207 | $4.41M | 0.1% | -22.9% | 0.697% | |
7/31/2024 | Semus Wealth Partners LLC | 59,489 | $2.88M | 2.2% | N/A | 0.455% | |
7/31/2024 | Anfield Capital Management LLC | 2,595 | $126K | 0.1% | N/A | 0.020% | |
7/31/2024 | Commonwealth Equity Services LLC | 577,433 | $27.95M | 0.0% | +13.0% | 4.415% | |
7/31/2024 | Concurrent Investment Advisors LLC | 6,221 | $301K | 0.0% | N/A | 0.048% | |
7/30/2024 | Integrity Financial Corp WA | 28,047 | $1.36M | 0.8% | +27.6% | 0.214% | |
7/30/2024 | TFB Advisors LLC | 7,807 | $378K | 0.1% | N/A | 0.060% | |
7/30/2024 | Key Financial Inc | 782 | $38K | 0.0% | -21.8% | 0.006% | |
7/29/2024 | Ameritas Advisory Services LLC | 47,962 | $2.32M | 0.1% | +309.0% | 0.367% | |
7/27/2024 | Strategic Blueprint LLC | 27,163 | $1.32M | 0.1% | +47.6% | 0.208% | |
7/26/2024 | Harbour Investments Inc. | 89,113 | $4.31M | 0.1% | -43.6% | 0.681% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 15,502 | $750K | 0.0% | +10.4% | 0.119% | |
7/25/2024 | Financial Guidance Group Inc. | 91,159 | $4.41M | 2.7% | -22.9% | 0.697% | |
7/23/2024 | WESPAC Advisors SoCal LLC | 7,301 | $353K | 0.1% | N/A | 0.056% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 10,147 | $491K | 0.0% | +67.8% | 0.078% | |
7/19/2024 | Raymond James & Associates | 72,101 | $3.49M | 0.0% | +58.6% | 0.551% | |
7/19/2024 | MBL Wealth LLC | 6,435 | $311K | 0.0% | N/A | 0.049% | |
7/18/2024 | Brookstone Capital Management | 11,080 | $544K | 0.0% | N/A | 0.085% | |
7/17/2024 | SOA Wealth Advisors LLC. | 14,120 | $683K | 0.1% | +11.6% | 0.108% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 5,891 | $285K | 0.0% | +20.8% | 0.045% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 49,247 | $2.38M | 0.0% | -36.0% | 0.377% | |
7/16/2024 | Foguth Wealth Management LLC. | 8,841 | $428K | 0.2% | N/A | 0.068% | |
7/16/2024 | EWG Elevate Inc. | 139,660 | $6.76M | 2.5% | N/A | 1.068% | |
7/13/2024 | Keystone Wealth Services LLC | 191,627 | $9.28M | 2.9% | -19.7% | 1.465% | |
7/12/2024 | Maltin Wealth Management Inc. | 5,524 | $267K | 0.1% | -68.0% | 0.042% | |
7/12/2024 | Central Valley Advisors LLC | 114,118 | $5.68M | 3.1% | +3.3% | 0.872% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 11,328 | $548K | 0.2% | +56.0% | 0.087% | |
7/10/2024 | CWM LLC | 179,574 | $8.69M | 0.0% | -21.9% | 1.373% | |
7/9/2024 | Fragasso Financial Advisors Inc | 39,975 | $1.94M | 0.2% | +4.2% | 0.306% | |
7/5/2024 | HBW Advisory Services LLC | 7,323 | $354K | 0.1% | -21.0% | 0.056% | |
5/24/2024 | Cetera Advisors LLC | 83,375 | $3.92M | 0.0% | +23.7% | 0.637% | |
5/24/2024 | Cetera Investment Advisers | 224,628 | $10.56M | 0.0% | +135.5% | 1.717% | |
5/21/2024 | Atria Investments Inc | 143,455 | $6.75M | 0.1% | +3.3% | 1.097% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 12,197 | $574K | 0.0% | +26.0% | 0.093% | |
5/14/2024 | CreativeOne Wealth LLC | 123,337 | $5.80M | 0.2% | -22.3% | 0.943% | |
5/10/2024 | Osaic Holdings Inc. | 259,452 | $12.20M | 0.0% | -42.5% | 1.984% | |
5/9/2024 | Camelot Portfolios LLC | 20,526 | $965K | 0.9% | -22.9% | 0.157% | |
5/8/2024 | Avantax Advisory Services Inc. | 37,203 | $1.75M | 0.0% | -4.3% | 0.284% | |
5/3/2024 | Integrity Financial Corp WA | 21,984 | $1.03M | 0.7% | -7.8% | 0.170% | |
5/1/2024 | Janney Montgomery Scott LLC | 11,670 | $549K | 0.0% | -15.5% | 0.090% | |
5/1/2024 | Financial Guidance Group Inc. | 118,308 | $5.56M | 3.6% | -0.3% | 0.914% | |
5/1/2024 | McCarthy & Cox | 243,255 | $11.44M | 4.3% | N/A | 1.878% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 74,826 | $3.52M | 1.5% | -34.8% | 0.578% | |
4/29/2024 | Commonwealth Equity Services LLC | 511,014 | $24.03M | 0.0% | -5.6% | 3.946% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 39,367 | $1.85M | 0.4% | -3.5% | 0.304% | |
4/23/2024 | Strategic Blueprint LLC | 18,399 | $865K | 0.1% | -7.4% | 0.142% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 139,168 | $6.54M | 0.0% | -27.8% | 1.075% | |
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4/22/2024 | Echo Wealth Management LLC | 5,801 | $273K | 0.2% | N/A | 0.045% | |
4/16/2024 | Maltin Wealth Management Inc. | 17,240 | $811K | 0.5% | +2.3% | 0.145% | |
4/15/2024 | Sunbelt Securities Inc. | 10,698 | $503K | 0.1% | -15.4% | 0.090% | |
4/15/2024 | Flagstar Advisors Inc. | 12,386 | $582K | 0.2% | -9.6% | 0.105% | |
4/12/2024 | Central Valley Advisors LLC | 110,479 | $5.20M | 2.7% | +7.6% | 0.932% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 7,260 | $341K | 0.2% | -4.1% | 0.061% | |
4/10/2024 | Fragasso Group Inc. | 38,365 | $1.80M | 0.2% | -2.2% | 0.324% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 9,683 | $428K | 0.0% | -20.6% | 0.082% | |
2/26/2024 | Centaurus Financial Inc. | 2,271 | $100K | 0.0% | N/A | 0.019% | |
2/16/2024 | Harbour Investments Inc. | 170,137 | $7.51M | 0.3% | -8.0% | 1.436% | |