11/1/2024 | Assetmark Inc. | 63,992 | $3.02M | 0.0% | +198.7% | 0.462% | |
10/31/2024 | TFB Advisors LLC | 7,323 | $345K | 0.1% | +30.8% | 0.053% | |
10/29/2024 | Janney Montgomery Scott LLC | 18,385 | $867K | 0.0% | -8.0% | 0.133% | |
10/28/2024 | Stephens Inc. AR | 7,734 | $365K | 0.0% | -85.4% | 0.056% | |
10/25/2024 | Strategic Blueprint LLC | 8,967 | $423K | 0.0% | -23.6% | 0.065% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 11,141 | $526K | 0.0% | -6.1% | 0.080% | |
|
10/22/2024 | DHJJ Financial Advisors Ltd. | 67,384 | $3.18M | 1.3% | -2.6% | 0.487% | |
10/22/2024 | Private Advisor Group LLC | 4,250 | $201K | 0.0% | N/A | 0.031% | |
10/21/2024 | Integrity Financial Corp WA | 42,489 | $2.00M | 1.2% | -8.2% | 0.307% | |
10/18/2024 | Raymond James & Associates | 70,730 | $3.34M | 0.0% | -11.3% | 0.511% | |
10/16/2024 | Naviter Wealth LLC | 4,375 | $206K | 0.0% | -7.2% | 0.032% | |
10/16/2024 | ERn Financial LLC | 66,181 | $3.12M | 0.5% | -7.0% | 0.478% | |
10/15/2024 | NBC Securities Inc. | 8,432 | $397K | 0.0% | -49.9% | 0.061% | |
10/10/2024 | McCarthy & Cox | 319,556 | $15.08M | 5.8% | -2.1% | 2.307% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 10,666 | $503K | 0.0% | -3.8% | 0.077% | |
10/9/2024 | Pinnacle Bancorp Inc. | 560 | $26K | 0.0% | N/A | 0.004% | |
10/8/2024 | CWM LLC | 92,579 | $4.37M | 0.0% | -37.7% | 0.668% | |
9/5/2024 | Sanctuary Advisors LLC | 13,962 | $620K | 0.0% | N/A | 0.101% | |
8/22/2024 | Cetera Investment Advisers | 542,302 | $24.96M | 0.1% | +95.4% | 3.916% | |
8/21/2024 | Truist Financial Corp | 15,098 | $695K | 0.0% | -5.3% | 0.109% | |
8/16/2024 | Sunbelt Securities Inc. | 18,205 | $838K | 0.1% | +11.8% | 0.131% | |
8/14/2024 | Clear Point Advisors Inc. | 15,012 | $691K | 0.6% | -12.1% | 0.108% | |
8/13/2024 | AE Wealth Management LLC | 26,365 | $1.21M | 0.0% | +4.3% | 0.190% | |
8/10/2024 | Pitti Group Wealth Management LLC | 18,981 | $807K | 0.9% | +1.6% | 0.137% | |
8/8/2024 | CoreCap Advisors LLC | 8,640 | $398K | 0.0% | N/A | 0.062% | |
8/8/2024 | Main Street Financial Solutions LLC | 7,371 | $339K | 0.0% | -27.8% | 0.053% | |
8/8/2024 | Altman Advisors Inc. | 371,377 | $17.10M | 9.7% | +1.0% | 2.681% | |
8/8/2024 | STAR Financial Bank | 16,631 | $766K | 0.6% | -13.0% | 0.120% | |
8/6/2024 | Chris Bulman Inc | 1,210 | $56K | 0.0% | N/A | 0.009% | |
8/2/2024 | FSB Premier Wealth Management Inc. | 17,854 | $822K | 0.4% | -46.0% | 0.129% | |
7/31/2024 | Spire Wealth Management | 7,915 | $364K | 0.0% | -11.6% | 0.057% | |
7/31/2024 | Commonwealth Equity Services LLC | 497,499 | $22.90M | 0.0% | -2.3% | 3.592% | |
7/30/2024 | Integrity Financial Corp WA | 46,266 | $2.13M | 1.3% | -0.5% | 0.334% | |
7/30/2024 | TFB Advisors LLC | 5,600 | $258K | 0.1% | N/A | 0.040% | |
7/29/2024 | Ameritas Advisory Services LLC | 14,033 | $646K | 0.0% | +1.9% | 0.101% | |
7/27/2024 | Strategic Blueprint LLC | 11,737 | $540K | 0.0% | -23.9% | 0.085% | |
7/26/2024 | Harbour Investments Inc. | 32,536 | $1.50M | 0.1% | -8.5% | 0.235% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 42,423 | $1.95M | 0.0% | -11.2% | 0.306% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 28,568 | $1.32M | 0.0% | N/A | 0.206% | |
7/22/2024 | Atria Wealth Solutions Inc. | 21,683 | $998K | 0.0% | -21.1% | 0.157% | |
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7/19/2024 | Raymond James & Associates | 79,758 | $3.67M | 0.0% | -5.2% | 0.576% | |
7/19/2024 | MBL Wealth LLC | 118,756 | $5.47M | 0.6% | -48.3% | 0.857% | |
7/18/2024 | Brookstone Capital Management | 4,497 | $208K | 0.0% | -7.3% | 0.032% | |
7/17/2024 | ERn Financial LLC | 71,125 | $3.27M | 0.5% | -19.0% | 0.514% | |
7/17/2024 | Aurora Private Wealth Inc. | 52,316 | $2.41M | 2.1% | -5.4% | 0.378% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 4,513 | $208K | 0.0% | -27.6% | 0.033% | |
7/13/2024 | Keystone Wealth Services LLC | 51,260 | $2.36M | 0.7% | -2.6% | 0.370% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 69,162 | $3.18M | 1.3% | -2.4% | 0.499% | |
7/10/2024 | CWM LLC | 148,633 | $6.84M | 0.0% | -2.9% | 1.073% | |
5/24/2024 | Cetera Advisors LLC | 221,487 | $9.91M | 0.1% | +83.5% | 1.599% | |
5/24/2024 | Cetera Investment Advisers | 277,520 | $12.42M | 0.0% | +47.4% | 2.004% | |
5/21/2024 | Atria Investments Inc | 28,089 | $1.26M | 0.0% | -5.8% | 0.203% | |
5/20/2024 | Bullseye Investment Management LLC | 193,397 | $8.12M | 4.7% | +768.8% | 1.396% | |
5/14/2024 | CreativeOne Wealth LLC | 6,757 | $302K | 0.0% | -95.9% | 0.049% | |
5/10/2024 | Osaic Holdings Inc. | 193,254 | $8.64M | 0.0% | -13.7% | 1.395% | |
5/10/2024 | 1ST Source Bank | 18,000 | $805K | 0.0% | -61.9% | 0.130% | |
5/8/2024 | Avantax Advisory Services Inc. | 51,118 | $2.29M | 0.0% | -13.0% | 0.369% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 6,231 | $279K | 0.0% | -18.0% | 0.045% | |
5/3/2024 | STAR Financial Bank | 19,114 | $855K | 0.7% | +7.0% | 0.140% | |
5/3/2024 | Integrity Financial Corp WA | 46,517 | $2.08M | 1.4% | -2.2% | 0.340% | |
5/1/2024 | Janney Montgomery Scott LLC | 25,685 | $1.15M | 0.0% | -14.4% | 0.187% | |
5/1/2024 | McCarthy & Cox | 327,802 | $14.67M | 5.5% | N/A | 2.393% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 10,298 | $461K | 0.2% | -39.8% | 0.075% | |
4/29/2024 | Commonwealth Equity Services LLC | 509,053 | $22.77M | 0.0% | -2.5% | 3.716% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 47,783 | $2.14M | 0.0% | -5.8% | 0.349% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 1,811 | $81K | 0.0% | N/A | 0.013% | |
4/24/2024 | Pitti Group Wealth Management LLC | 18,681 | $832K | 0.9% | -1.6% | 0.136% | |
4/23/2024 | Strategic Blueprint LLC | 15,433 | $690K | 0.0% | +2.3% | 0.113% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 185,751 | $8.31M | 0.0% | +5.8% | 1.356% | |
4/22/2024 | MBL Wealth LLC | 229,598 | $10.27M | 1.2% | -0.4% | 1.676% | |
4/22/2024 | Aurora Private Wealth Inc. | 55,314 | $2.47M | 2.1% | -0.9% | 0.404% | |
4/19/2024 | True Link Financial Advisors LLC | 13,725 | $614K | 0.1% | -32.8% | 0.143% | |
4/18/2024 | Naviter Wealth LLC | 4,714 | $211K | 0.0% | -96.2% | 0.049% | |
4/16/2024 | ERn Financial LLC | 87,853 | $3.93M | 0.7% | -0.7% | 0.918% | |
4/15/2024 | Sunbelt Securities Inc. | 16,283 | $728K | 0.1% | -7.5% | 0.170% | |
4/12/2024 | Keystone Wealth Services LLC | 52,634 | $2.36M | 0.8% | -0.9% | 0.550% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 70,836 | $3.17M | 1.4% | -2.8% | 0.740% | |
4/10/2024 | Fragasso Group Inc. | 65,489 | $2.93M | 0.2% | -2.3% | 0.684% | |
4/10/2024 | Park Avenue Securities LLC | 4,746 | $212K | 0.0% | N/A | 0.050% | |
4/5/2024 | NBC Securities Inc. | 17,897 | $811K | 0.1% | -5.0% | 0.187% | |
2/26/2024 | Integrated Advisors Network LLC | 24,018 | $1.02M | 0.1% | -5.7% | 0.251% | |
2/23/2024 | Beacon Financial Group | 13,925 | $592K | 0.1% | -3.5% | 0.146% | |
2/13/2024 | Stephens Inc. AR | 53,103 | $2.26M | 0.0% | N/A | 0.555% | |
2/13/2024 | STAR Financial Bank | 17,866 | $760K | 0.7% | +9.7% | 0.187% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 11,621 | $489K | 0.4% | N/A | 0.121% | |
2/12/2024 | Schulz Wealth LTD. | 10,110 | $430K | 0.4% | N/A | 0.106% | |
2/12/2024 | Harvest Investment Services LLC | 14,506 | $617K | 0.3% | +131.6% | 0.152% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 43,665 | $1.86M | 0.0% | +1.7% | 0.456% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 50,708 | $2.16M | 0.0% | +80.6% | 0.530% | |
2/9/2024 | CreativeOne Wealth LLC | 166,626 | $7.08M | 0.5% | +35.2% | 1.741% | |
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2/8/2024 | Main Street Financial Solutions LLC | 10,210 | $434K | 0.1% | N/A | 0.107% | |
2/8/2024 | Janney Montgomery Scott LLC | 30,009 | $1.28M | 0.0% | -5.0% | 0.314% | |
2/8/2024 | Altman Advisors Inc. | 356,716 | $15.17M | 8.0% | -17.7% | 3.727% | |
2/7/2024 | Avantax Advisory Services Inc. | 58,768 | $2.50M | 0.0% | +29.6% | 0.614% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 60,465 | $2.57M | 0.2% | -1.0% | 0.632% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 7,597 | $323K | 0.0% | +34.2% | 0.079% | |
2/7/2024 | NBC Securities Inc. | 18,839 | $800K | 0.1% | -7.2% | 0.197% | |
2/7/2024 | Integrity Financial Corp WA | 47,561 | $2.02M | 1.5% | +12.5% | 0.497% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 11,333 | $482K | 0.0% | +165.0% | 0.118% | |
2/6/2024 | Lincoln National Corp | 15,110 | $642K | 0.0% | +114.7% | 0.158% | |