11/1/2024 | Assetmark Inc. | 448,303 | $10.88M | 0.0% | +18.4% | 3.060% | |
10/31/2024 | TFB Advisors LLC | 9,655 | $234K | 0.1% | +15.7% | 0.066% | |
10/31/2024 | Concurrent Investment Advisors LLC | 8,877 | $215K | 0.0% | -26.6% | 0.061% | |
10/29/2024 | Farther Finance Advisors LLC | 4,497 | $109K | 0.0% | N/A | 0.031% | |
10/28/2024 | CacheTech Inc. | 32,956 | $800K | 0.2% | +114.9% | 0.225% | |
10/28/2024 | Focus Financial Network Inc. | 8,377 | $203K | 0.0% | N/A | 0.057% | |
|
10/25/2024 | Andina Capital Management LLC | 186,841 | $4.54M | 3.4% | +42.4% | 1.275% | |
10/25/2024 | Strategic Blueprint LLC | 16,230 | $394K | 0.0% | -11.5% | 0.111% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 55,551 | $1.35M | 0.0% | -83.8% | 0.379% | |
10/23/2024 | DORVAL Corp | 640,527 | $15.63M | 6.4% | N/A | 4.372% | |
10/21/2024 | Foundations Investment Advisors LLC | 185,463 | $4.50M | 0.1% | +14.4% | 1.266% | |
10/21/2024 | Sightline Wealth Advisors LLC | 113,595 | $2.76M | 1.5% | +25.4% | 0.775% | |
10/19/2024 | Capital Wealth Management LLC | 56,955 | $1.38M | 0.6% | +6.3% | 0.389% | |
10/18/2024 | Key Client Fiduciary Advisors LLC | 48,544 | $1.18M | 0.5% | -4.3% | 0.331% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 134,369 | $3.26M | 0.2% | +63.2% | 0.917% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 11,293 | $274K | 0.0% | -5.4% | 0.077% | |
8/28/2024 | Heritage Oak Wealth Advisors LLC | 83,904 | $2.05M | 1.1% | N/A | 0.573% | |
8/22/2024 | Cetera Investment Advisers | 240,764 | $5.88M | 0.0% | +79.8% | 1.643% | |
8/21/2024 | Advisory Alpha LLC | 16,791 | $410K | 0.0% | +15.1% | 0.115% | |
8/16/2024 | Sunbelt Securities Inc. | 13,085 | $319K | 0.0% | +145.7% | 0.089% | |
8/16/2024 | Kathmere Capital Management LLC | 43,190 | $1.05M | 0.1% | +99.7% | 0.295% | |
8/14/2024 | Insigneo Advisory Services LLC | 9,897 | $238K | 0.0% | N/A | 0.068% | |
8/13/2024 | Thrivent Financial for Lutherans | 30,975 | $756K | 0.0% | +23.4% | 0.211% | |
8/9/2024 | WealthPLAN Partners LLC | 21,308 | $520K | 0.1% | N/A | 0.145% | |
8/8/2024 | American Financial & Tax Strategies Inc. | 116,389 | $2.84M | 1.5% | -1.0% | 0.794% | |
8/8/2024 | Envestnet Asset Management Inc. | 317,155 | $7.74M | 0.0% | +89.2% | 2.165% | |
8/8/2024 | CoreCap Advisors LLC | 150,051 | $3.66M | 0.4% | N/A | 1.024% | |
8/8/2024 | Prevail Innovative Wealth Advisors LLC | 240,619 | $5.87M | 2.1% | +43.8% | 1.642% | |
8/8/2024 | LPL Financial LLC | 1,470,823 | $35.90M | 0.0% | +136.0% | 10.040% | |
8/8/2024 | Frontier Asset Management LLC | 12,085 | $295K | 0.1% | N/A | 0.082% | |
8/2/2024 | Foundations Investment Advisors LLC | 162,048 | $3.96M | 0.1% | N/A | 1.106% | |
8/1/2024 | Aire Advisors LLC | 250,702 | $6.10M | 1.4% | +0.9% | 1.711% | |
8/1/2024 | Drive Wealth Management LLC | 8,443 | $206K | 0.1% | -54.0% | 0.058% | |
7/31/2024 | Anfield Capital Management LLC | 2,586 | $63K | 0.0% | N/A | 0.018% | |
7/31/2024 | Commonwealth Equity Services LLC | 10,024 | $245K | 0.0% | -41.4% | 0.068% | |
7/31/2024 | Concurrent Investment Advisors LLC | 12,101 | $295K | 0.0% | N/A | 0.083% | |
7/30/2024 | Hantz Financial Services Inc. | 1,449,571 | $35.38M | 0.7% | N/A | 9.895% | |
7/30/2024 | TFB Advisors LLC | 8,345 | $204K | 0.1% | N/A | 0.057% | |
7/29/2024 | Ameritas Advisory Services LLC | 13,850 | $338K | 0.0% | N/A | 0.095% | |
7/29/2024 | Arkadios Wealth Advisors | 16,935 | $413K | 0.0% | +57.3% | 0.116% | |
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7/27/2024 | Strategic Blueprint LLC | 18,344 | $448K | 0.0% | +78.4% | 0.125% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 74,307 | $1.81M | 0.0% | +32.0% | 0.507% | |
7/25/2024 | Systelligence LLC | 577,755 | $14.10M | 3.8% | +0.1% | 3.944% | |
7/25/2024 | Rooted Wealth Advisors Inc. | 33,593 | $819K | 0.4% | N/A | 0.229% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 82,311 | $2.01M | 0.1% | +4.1% | 0.562% | |
7/22/2024 | Atria Wealth Solutions Inc. | 61,562 | $1.50M | 0.0% | +256.1% | 0.420% | |
7/19/2024 | Raymond James & Associates | 52,436 | $1.28M | 0.0% | +68.1% | 0.358% | |
7/18/2024 | Evolution Wealth Advisors LLC | 29,190 | $713K | 0.1% | N/A | 0.199% | |
7/17/2024 | Capital Wealth Management LLC | 53,578 | $1.31M | 0.6% | +51.2% | 0.366% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 58,079 | $1.42M | 0.0% | +105.7% | 0.396% | |
7/16/2024 | Key Client Fiduciary Advisors LLC | 50,740 | $1.24M | 0.6% | -1.6% | 0.346% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 343,523 | $8.39M | 0.0% | -4.6% | 2.345% | |
7/16/2024 | Andina Capital Management LLC | 131,214 | $3.20M | 2.4% | N/A | 0.896% | |
7/16/2024 | Foguth Wealth Management LLC. | 34,394 | $840K | 0.4% | N/A | 0.235% | |
7/15/2024 | Fifth Third Securities Inc. | 184,411 | $4.50M | 0.4% | N/A | 1.259% | |
7/12/2024 | Pennsylvania Capital Management Inc. ADV | 436,896 | $10.67M | 4.1% | +78.1% | 2.982% | |
5/24/2024 | Cetera Advisors LLC | 26,797 | $656K | 0.0% | +63.7% | 0.183% | |
5/24/2024 | Cetera Investment Advisers | 133,918 | $3.28M | 0.0% | +34.1% | 0.914% | |
5/15/2024 | Transcendent Capital Group LLC | 4,120 | $101K | 0.1% | N/A | 0.028% | |
5/14/2024 | JT Stratford LLC | 27,932 | $684K | 0.1% | +11.5% | 0.191% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 167,305 | $4.10M | 1.5% | N/A | 1.142% | |
5/8/2024 | Avantax Advisory Services Inc. | 10,015 | $245K | 0.0% | +16.1% | 0.068% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 28,231 | $692K | 0.0% | +13.7% | 0.197% | |
5/6/2024 | Advisory Alpha LLC | 14,594 | $357K | 0.0% | +16.7% | 0.102% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 79,045 | $1.94M | 0.1% | -5.1% | 0.551% | |
4/30/2024 | Perigon Wealth Management LLC | 98,321 | $2.41M | 0.1% | N/A | 0.685% | |
4/24/2024 | Fulcrum Equity Management | 13,775 | $337K | 0.4% | -20.5% | 0.096% | |
4/24/2024 | Sightline Wealth Advisors LLC | 67,186 | $1.65M | 1.1% | +490.1% | 0.468% | |
4/23/2024 | Strategic Blueprint LLC | 10,285 | $252K | 0.0% | +16.7% | 0.072% | |
4/22/2024 | Drive Wealth Management LLC | 18,353 | $450K | 0.1% | N/A | 0.128% | |
4/19/2024 | Capital Wealth Management LLC | 35,429 | $868K | 0.4% | N/A | 0.377% | |
4/19/2024 | Kovack Advisors Inc. | 35,387 | $867K | 0.1% | N/A | 0.376% | |
4/16/2024 | OneAscent Wealth Management LLC | 22,919 | $561K | 0.2% | +54.2% | 0.244% | |
4/16/2024 | Kathmere Capital Management LLC | 21,626 | $530K | 0.1% | N/A | 0.230% | |
4/16/2024 | Seed Wealth Management Inc. | 75,713 | $1.84M | 1.8% | -11.3% | 0.805% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 359,914 | $8.82M | 0.0% | -2.9% | 3.829% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 51,590 | $1.26M | 0.7% | -6.0% | 0.549% | |
4/12/2024 | Fermata Advisors LLC | 12,823 | $314K | 0.1% | N/A | 0.136% | |
4/12/2024 | Systelligence LLC | 577,084 | $14.14M | 3.7% | +0.6% | 6.139% | |
4/11/2024 | Fortitude Family Office LLC | 1,562 | $38K | 0.0% | N/A | 0.017% | |
2/12/2024 | Adams Wealth Management | 13,375 | $325K | 0.1% | -11.6% | 0.142% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 55,590 | $1.35M | 0.0% | +21.0% | 0.591% | |
2/9/2024 | Franklin Resources Inc. | 2,797,611 | $67.95M | 0.0% | +8.5% | 29.762% | |
2/9/2024 | Assetmark Inc. | 60,339 | $1.47M | 0.0% | N/A | 0.642% | |
2/7/2024 | Avantax Advisory Services Inc. | 8,625 | $209K | 0.0% | N/A | 0.092% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 24,819 | $603K | 0.0% | N/A | 0.264% | |
2/7/2024 | Acorn Wealth Advisors LLC | 27,223 | $661K | 0.4% | +24.4% | 0.290% | |
2/7/2024 | VisionPoint Advisory Group LLC | 3,859 | $94K | 0.0% | N/A | 0.041% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 83,292 | $2.02M | 0.1% | +4.5% | 0.886% | |
2/2/2024 | Atria Wealth Solutions Inc. | 13,891 | $337K | 0.0% | N/A | 0.148% | |
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1/29/2024 | Aire Advisors LLC | 250,923 | $6.10M | 1.5% | +0.8% | 2.669% | |
1/25/2024 | Strategic Blueprint LLC | 8,811 | $214K | 0.0% | N/A | 0.094% | |
1/24/2024 | Arkadios Wealth Advisors | 10,403 | $253K | 0.0% | N/A | 0.111% | |
1/24/2024 | Seed Wealth Management Inc. | 85,347 | $2.07M | 2.1% | -22.2% | 0.908% | |
1/23/2024 | Advisory Alpha LLC | 12,502 | $304K | 0.0% | N/A | 0.133% | |
1/23/2024 | Sightline Wealth Advisors LLC | 11,386 | $277K | 0.2% | N/A | 0.121% | |
1/19/2024 | Fulcrum Equity Management | 17,319 | $421K | 0.5% | N/A | 0.184% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 19,907 | $484K | 0.0% | +2.2% | 0.212% | |
1/16/2024 | Raymond James & Associates | 14,800 | $359K | 0.0% | N/A | 0.157% | |
1/16/2024 | CoreCap Advisors LLC | 43,769 | $1.06M | 0.1% | N/A | 0.466% | |