11/1/2024 | Assetmark Inc. | 70,876 | $3.00M | 0.0% | +199.5% | 0.532% | |
10/31/2024 | TFB Advisors LLC | 8,097 | $342K | 0.1% | +31.1% | 0.061% | |
10/28/2024 | Stephens Inc. AR | 46,880 | $1.98M | 0.0% | -52.3% | 0.352% | |
10/25/2024 | Strategic Blueprint LLC | 11,770 | $497K | 0.0% | -26.1% | 0.088% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 5,782 | $244K | 0.1% | -17.8% | 0.043% | |
10/21/2024 | Integrity Financial Corp WA | 16,421 | $694K | 0.4% | -3.9% | 0.123% | |
|
10/18/2024 | Raymond James & Associates | 72,296 | $3.06M | 0.0% | -3.2% | 0.542% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 36,815 | $1.56M | 0.1% | -0.9% | 0.276% | |
10/16/2024 | ERn Financial LLC | 66,372 | $2.81M | 0.4% | -9.4% | 0.498% | |
10/8/2024 | CWM LLC | 80,158 | $3.39M | 0.0% | -65.9% | 0.601% | |
9/5/2024 | Sanctuary Advisors LLC | 5,090 | $206K | 0.0% | N/A | 0.038% | |
8/22/2024 | Cetera Investment Advisers | 151,858 | $6.31M | 0.0% | -0.3% | 1.139% | |
8/21/2024 | Truist Financial Corp | 37,843 | $1.57M | 0.0% | +2.7% | 0.284% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 6,500 | $270K | 0.0% | N/A | 0.049% | |
8/16/2024 | Sunbelt Securities Inc. | 2,024 | $84K | 0.0% | -26.2% | 0.015% | |
8/13/2024 | AE Wealth Management LLC | 40,436 | $1.68M | 0.0% | -13.5% | 0.303% | |
8/8/2024 | Envestnet Asset Management Inc. | 152,284 | $6.33M | 0.0% | +8.3% | 1.142% | |
8/8/2024 | CoreCap Advisors LLC | 9,595 | $399K | 0.0% | N/A | 0.072% | |
8/6/2024 | Valtinson Bruner Financial Planning LLC | 78,891 | $3.28M | 1.3% | -3.1% | 0.592% | |
8/2/2024 | FSB Premier Wealth Management Inc. | 21,185 | $880K | 0.4% | -31.0% | 0.159% | |
8/2/2024 | Legacy Capital Wealth Partners LLC | 156,369 | $6.50M | 1.7% | N/A | 1.173% | |
7/31/2024 | Commonwealth Equity Services LLC | 247,800 | $10.29M | 0.0% | -15.5% | 1.859% | |
7/30/2024 | TFB Advisors LLC | 6,175 | $257K | 0.1% | N/A | 0.046% | |
7/27/2024 | Strategic Blueprint LLC | 15,929 | $662K | 0.0% | -22.1% | 0.119% | |
7/26/2024 | Harbour Investments Inc. | 24,605 | $1.02M | 0.0% | -32.6% | 0.185% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 35,982 | $1.50M | 0.0% | +1.4% | 0.270% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 6,363 | $264K | 0.0% | N/A | 0.048% | |
7/25/2024 | First Heartland Consultants Inc. | 11,468 | $476K | 0.0% | +3.4% | 0.086% | |
7/19/2024 | Raymond James & Associates | 74,714 | $3.10M | 0.0% | -12.5% | 0.560% | |
7/17/2024 | ERn Financial LLC | 73,223 | $3.04M | 0.5% | -28.5% | 0.549% | |
7/17/2024 | SOA Wealth Advisors LLC. | 89,004 | $3.70M | 0.7% | -1.3% | 0.668% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 5,152 | $214K | 0.0% | N/A | 0.039% | |
7/12/2024 | Wolff Wiese Magana LLC | 35,076 | $1.46M | 1.2% | -4.8% | 0.263% | |
7/10/2024 | CWM LLC | 235,115 | $9.77M | 0.0% | -6.3% | 1.764% | |
7/9/2024 | Sage Capital Advisors llc | 11,121 | $462K | 0.1% | -4.9% | 0.083% | |
7/2/2024 | Transcend Capital Advisors LLC | 4,900 | $204K | 0.0% | N/A | 0.037% | |
5/24/2024 | Cetera Advisors LLC | 64,814 | $2.63M | 0.0% | -13.3% | 0.486% | |
5/24/2024 | Cetera Investment Advisers | 152,355 | $6.18M | 0.0% | +1,612.0% | 1.143% | |
5/21/2024 | Atria Investments Inc | 25,036 | $1.02M | 0.0% | N/A | 0.188% | |
5/14/2024 | CreativeOne Wealth LLC | 20,976 | $851K | 0.0% | N/A | 0.157% | |
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5/10/2024 | Osaic Holdings Inc. | 224,273 | $9.10M | 0.0% | -6.9% | 1.682% | |
5/8/2024 | Avantax Advisory Services Inc. | 13,626 | $553K | 0.0% | -9.6% | 0.102% | |
5/3/2024 | Larson Financial Group LLC | 1,060 | $43K | 0.0% | -42.7% | 0.008% | |
5/1/2024 | Janney Montgomery Scott LLC | 7,441 | $302K | 0.0% | -91.7% | 0.057% | |
5/1/2024 | McCarthy & Cox | 137,225 | $5.57M | 2.1% | N/A | 1.049% | |
4/29/2024 | Commonwealth Equity Services LLC | 293,232 | $11.90M | 0.0% | -0.7% | 2.242% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 37,135 | $1.51M | 0.1% | +5.4% | 0.284% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 35,483 | $1.44M | 0.0% | -6.4% | 0.271% | |
4/23/2024 | Strategic Blueprint LLC | 20,441 | $829K | 0.1% | -6.5% | 0.156% | |
4/18/2024 | Wolff Wiese Magana LLC | 36,862 | $1.50M | 1.3% | -1.4% | 0.521% | |
4/16/2024 | ERn Financial LLC | 102,469 | $4.16M | 0.7% | +2.1% | 1.449% | |
4/15/2024 | Sunbelt Securities Inc. | 2,742 | $111K | 0.0% | -36.5% | 0.039% | |
4/12/2024 | Financial Designs Corp | 300,994 | $12.21M | 8.0% | -0.4% | 4.257% | |
4/10/2024 | SOA Wealth Advisors LLC. | 90,208 | $3.66M | 0.8% | -1.5% | 1.276% | |
4/10/2024 | Schulz Wealth LTD. | 12,838 | $521K | 0.4% | -5.0% | 0.182% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 6,500 | $253K | 0.0% | N/A | 0.092% | |
2/23/2024 | Beacon Financial Group | 14,477 | $563K | 0.1% | N/A | 0.205% | |
2/13/2024 | Stephens Inc. AR | 98,917 | $3.85M | 0.1% | +122.6% | 1.399% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 7,003 | $270K | 0.2% | N/A | 0.099% | |
2/12/2024 | Schulz Wealth LTD. | 13,507 | $525K | 0.5% | N/A | 0.191% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 17,161 | $667K | 0.0% | +222.3% | 0.243% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 37,914 | $1.47M | 0.0% | -18.0% | 0.536% | |
2/8/2024 | First Heartland Consultants Inc. | 7,561 | $294K | 0.0% | -58.1% | 0.107% | |
2/8/2024 | Meridian Wealth Management LLC | 14,966 | $582K | 0.0% | N/A | 0.212% | |
2/8/2024 | WealthTrust Asset Management LLC | 6,907 | $269K | 0.2% | -10.0% | 0.098% | |
2/8/2024 | Savvy Advisors Inc. | 5,340 | $208K | 0.2% | N/A | 0.076% | |
2/8/2024 | Janney Montgomery Scott LLC | 89,518 | $3.48M | 0.0% | N/A | 1.266% | |
2/7/2024 | NBC Securities Inc. | 9,991 | $388K | 0.0% | -24.1% | 0.141% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 2,712 | $105K | 0.0% | +55.8% | 0.038% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 81,459 | $3.17M | 1.6% | -0.6% | 1.152% | |
2/6/2024 | Ifrah Financial Services Inc. | 10,223 | $398K | 0.1% | N/A | 0.145% | |
2/5/2024 | Kestra Private Wealth Services LLC | 24,568 | $955K | 0.0% | +17.7% | 0.347% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 182,981 | $7.12M | 2.0% | N/A | 2.588% | |
2/5/2024 | Pitti Group Wealth Management LLC | 12,841 | $499K | 0.5% | -5.8% | 0.182% | |
2/2/2024 | Truist Financial Corp | 50,663 | $1.97M | 0.0% | -5.4% | 0.717% | |
2/1/2024 | CWM LLC | 306,647 | $11.93M | 0.1% | +512.0% | 4.337% | |
1/30/2024 | Octavia Wealth Advisors LLC | 11,049 | $430K | 0.1% | +8.1% | 0.156% | |
1/30/2024 | Capital Analysts LLC | 23,165 | $901K | 0.0% | +1,635.2% | 0.328% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 7,032 | $273K | 0.1% | +13.8% | 0.099% | |
1/25/2024 | Strategic Blueprint LLC | 21,870 | $851K | 0.1% | N/A | 0.309% | |
1/25/2024 | Americana Partners LLC | 430,294 | $16.66M | 1.6% | N/A | 6.086% | |
1/23/2024 | Beacon Financial Advisory LLC | 5,500 | $214K | 0.1% | N/A | 0.078% | |
1/19/2024 | Financial Designs Corp | 302,338 | $11.76M | 9.6% | N/A | 4.276% | |
1/19/2024 | ERn Financial LLC | 100,360 | $3.93M | 0.7% | N/A | 1.420% | |
1/18/2024 | SeaCrest Wealth Management LLC | 17,383 | $672K | 0.1% | +8.5% | 0.246% | |
1/17/2024 | Keystone Wealth Services LLC | 10,127 | $394K | 0.1% | +12.2% | 0.143% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 5,693 | $221K | 0.0% | N/A | 0.081% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 122,354 | $4.76M | 0.0% | +11.0% | 1.731% | |
1/16/2024 | Raymond James & Associates | 98,641 | $3.84M | 0.0% | +287.2% | 1.395% | |
1/16/2024 | Wolff Wiese Magana LLC | 37,367 | $1.45M | 1.4% | +24.8% | 0.529% | |
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1/16/2024 | CoreCap Advisors LLC | 5,181 | $201K | 0.0% | N/A | 0.073% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 10,372 | $405K | 0.1% | -38.7% | 0.147% | |
1/11/2024 | Brookstone Capital Management | 28,811 | $1.12M | 0.0% | N/A | 0.408% | |
1/11/2024 | SOA Wealth Advisors LLC. | 91,541 | $3.56M | 0.8% | +2,770.5% | 1.295% | |
1/8/2024 | Fragasso Group Inc. | 39,187 | $1.52M | 0.1% | +225.7% | 0.554% | |
11/15/2023 | Axxcess Wealth Management LLC | 8,827 | $322K | 0.0% | N/A | 0.125% | |
11/14/2023 | Share Andrew L. | 6,229 | $228K | 0.1% | N/A | 0.088% | |
11/13/2023 | Kestra Advisory Services LLC | 15,581 | $569K | 0.0% | -42.6% | 0.220% | |
11/9/2023 | First Heartland Consultants Inc. | 18,032 | $659K | 0.1% | N/A | 0.255% | |
11/8/2023 | Avantax Advisory Services Inc. | 14,240 | $520K | 0.0% | -4.8% | 0.201% | |