10/25/2024 | Financial Advocates Investment Management | 36,971 | $1.37M | 0.1% | -23.8% | 0.326% | |
10/25/2024 | MONECO Advisors LLC | 14,338 | $532K | 0.1% | -21.0% | 0.126% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 11,960 | $444K | 0.0% | -7.7% | 0.105% | |
10/22/2024 | Private Advisor Group LLC | 17,030 | $632K | 0.0% | +7.3% | 0.150% | |
10/22/2024 | ODonnell Financial Services LLC | 515,479 | $19.14M | 7.8% | +8.8% | 4.542% | |
10/18/2024 | Whitaker Myers Wealth Managers LTD. | 37,199 | $1.38M | 0.5% | +1.3% | 0.328% | |
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8/22/2024 | Cetera Investment Advisers | 378,586 | $13.17M | 0.0% | -0.2% | 3.336% | |
8/16/2024 | NewEdge Advisors LLC | 94,247 | $3.28M | 0.0% | +11.2% | 0.830% | |
8/16/2024 | Magnolia Capital Advisors LLC | 43,398 | $1.51M | 0.1% | -1.1% | 0.382% | |
8/13/2024 | Pacer Advisors Inc. | 274,360 | $9.55M | 0.0% | -7.0% | 2.417% | |
8/8/2024 | Envestnet Asset Management Inc. | 71,887 | $2.50M | 0.0% | +60.0% | 0.633% | |
8/5/2024 | Private Advisor Group LLC | 15,873 | $552K | 0.0% | +2.8% | 0.140% | |
7/31/2024 | Commonwealth Equity Services LLC | 72,034 | $2.51M | 0.0% | -3.5% | 0.635% | |
7/31/2024 | Concurrent Investment Advisors LLC | 12,026 | $418K | 0.0% | N/A | 0.106% | |
7/30/2024 | ODonnell Financial Services LLC | 473,852 | $16.49M | 7.3% | +18.6% | 4.175% | |
7/30/2024 | WBI Investments LLC | 199,275 | $6.93M | 1.7% | -24.5% | 1.756% | |
7/30/2024 | International Assets Investment Management LLC | 1,725 | $60K | 0.0% | N/A | 0.015% | |
7/29/2024 | Financial Advocates Investment Management | 48,544 | $1.69M | 0.1% | -2.5% | 0.428% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 111,369 | $3.88M | 0.0% | -0.7% | 0.981% | |
7/24/2024 | Strategic Financial Partners Ltd. | 10,131 | $353K | 0.2% | +5.5% | 0.089% | |
7/19/2024 | ADE LLC | 16,894 | $588K | 0.4% | -5.9% | 0.149% | |
7/19/2024 | MONECO Advisors LLC | 18,151 | $632K | 0.1% | +4.8% | 0.160% | |
7/19/2024 | MBL Wealth LLC | 189,513 | $6.59M | 0.7% | +4.3% | 1.670% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 12,960 | $451K | 0.0% | +23.9% | 0.114% | |
5/24/2024 | Cetera Advisors LLC | 86,055 | $3.10M | 0.0% | -4.4% | 0.758% | |
5/24/2024 | Cetera Investment Advisers | 379,263 | $13.67M | 0.0% | +4,181.1% | 3.342% | |
5/10/2024 | Osaic Holdings Inc. | 213,235 | $7.68M | 0.0% | -7.6% | 1.879% | |
5/4/2024 | Geneos Wealth Management Inc. | 31,063 | $1.12M | 0.1% | +10.6% | 0.274% | |
5/4/2024 | WBI Investments LLC | 264,043 | $9.51M | 2.0% | -13.3% | 2.326% | |
5/1/2024 | Janney Montgomery Scott LLC | 6,372 | $230K | 0.0% | N/A | 0.056% | |
4/30/2024 | Private Advisor Group LLC | 15,448 | $557K | 0.0% | -6.6% | 0.136% | |
4/29/2024 | Commonwealth Equity Services LLC | 74,677 | $2.69M | 0.0% | +1.0% | 0.658% | |
4/26/2024 | MONECO Advisors LLC | 17,459 | $629K | 0.1% | +2.5% | 0.154% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 112,168 | $4.04M | 0.0% | +1.6% | 0.988% | |
4/23/2024 | Tyche Wealth Partners LLC | 22,012 | $793K | 0.2% | -4.7% | 0.194% | |
4/23/2024 | Clarus Group Inc. | 67,465 | $2.43M | 1.7% | +0.9% | 0.594% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 241,605 | $8.71M | 0.0% | -10.2% | 2.129% | |
4/22/2024 | MBL Wealth LLC | 181,773 | $6.55M | 0.7% | +1.9% | 1.602% | |
4/19/2024 | Advisor Resource Council | 13,666 | $492K | 0.2% | +68.9% | 0.120% | |
4/16/2024 | Register Financial Advisors LLC | 860 | $31K | 0.0% | N/A | 0.008% | |
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4/12/2024 | Whitaker Myers Wealth Managers LTD. | 36,818 | $1.33M | 0.6% | -1.3% | 0.324% | |
2/14/2024 | Regal Investment Advisors LLC | 11,387 | $374K | 0.0% | +16.3% | 0.094% | |
2/13/2024 | Cetera Advisor Networks LLC | 300,455 | $9.87M | 0.1% | -1.6% | 2.473% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 110,365 | $3.63M | 0.0% | -11.5% | 0.908% | |
2/9/2024 | WBI Investments LLC | 304,604 | $10.01M | 2.0% | -4.6% | 2.507% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,000 | $33K | 0.0% | N/A | 0.008% | |
2/9/2024 | Wells Fargo & Company MN | 635,656 | $20.89M | 0.0% | -0.4% | 5.232% | |
2/9/2024 | UBS Group AG | 193,850 | $6.37M | 0.0% | -24.7% | 1.595% | |
2/8/2024 | Level Four Advisory Services LLC | 156,518 | $5.14M | 0.3% | -3.1% | 1.288% | |
2/8/2024 | Financial Advocates Investment Management | 54,778 | $1.80M | 0.1% | -2.8% | 0.451% | |
2/7/2024 | Avantax Advisory Services Inc. | 181,823 | $5.98M | 0.1% | +788.5% | 1.496% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 8,960 | $300K | 0.0% | -44.3% | 0.074% | |
2/5/2024 | Kestra Private Wealth Services LLC | 13,914 | $457K | 0.0% | -7.7% | 0.115% | |
2/2/2024 | ODonnell Financial Services LLC | 377,881 | $12.42M | 6.2% | N/A | 3.110% | |
2/2/2024 | Atria Wealth Solutions Inc. | 18,612 | $612K | 0.0% | -19.1% | 0.153% | |
2/2/2024 | Magnolia Capital Advisors LLC | 44,144 | $1.45M | 1.1% | -3.7% | 0.363% | |
2/1/2024 | First Command Advisory Services Inc. | 1,244 | $41K | 0.0% | N/A | 0.010% | |
1/31/2024 | J.W. Cole Advisors Inc. | 10,223 | $336K | 0.0% | -37.0% | 0.084% | |
1/30/2024 | Tyche Wealth Partners LLC | 23,099 | $759K | 0.2% | N/A | 0.190% | |
1/30/2024 | Imprint Wealth LLC | 10,692 | $358K | 0.3% | +3.6% | 0.088% | |
1/29/2024 | ORG Partners LLC | 2,771 | $91K | 0.0% | +16.5% | 0.023% | |
1/29/2024 | Clarus Group Inc. | 66,891 | $2.20M | 1.7% | +124.5% | 0.551% | |
1/26/2024 | Geneos Wealth Management Inc. | 28,075 | $923K | 0.0% | +7.1% | 0.231% | |
1/25/2024 | International Assets Investment Management LLC | 56,684 | $1.73M | 0.0% | N/A | 0.467% | |
1/24/2024 | Stratos Wealth Partners LTD. | 6,096 | $200K | 0.0% | -6.6% | 0.050% | |
1/24/2024 | Legacy Trust | 13,660 | $449K | 0.1% | +42.9% | 0.112% | |
1/24/2024 | International Assets Investment Management LLC | 56,684 | $1.73M | 0.0% | N/A | 0.467% | |
1/23/2024 | WealthShield Partners LLC | 1,222 | $41K | 0.0% | -92.1% | 0.010% | |
1/18/2024 | MBL Wealth LLC | 178,408 | $5.86M | 0.7% | -0.8% | 1.468% | |
1/16/2024 | Pacer Advisors Inc. | 313,494 | $10.30M | 0.0% | -2.1% | 2.580% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 268,945 | $8.84M | 0.0% | -69.0% | 2.214% | |
1/16/2024 | Raymond James & Associates | 51,947 | $1.71M | 0.0% | -1.8% | 0.428% | |
1/12/2024 | Whitaker Myers Wealth Managers LTD. | 37,290 | $1.23M | 0.6% | -2.3% | 0.307% | |
1/12/2024 | Advisor Resource Council | 8,093 | $266K | 0.0% | -45.6% | 0.067% | |
11/13/2023 | Stifel Financial Corp | 66,404 | $2.10M | 0.0% | +8.2% | 0.547% | |
11/13/2023 | LPL Financial LLC | 544,269 | $17.17M | 0.0% | +1.1% | 4.480% | |
11/13/2023 | Regal Investment Advisors LLC | 9,788 | $309K | 0.0% | -14.2% | 0.081% | |
11/13/2023 | Kestra Advisory Services LLC | 42,432 | $1.34M | 0.0% | -7.5% | 0.349% | |
11/9/2023 | WBI Investments Inc. | 319,279 | $10.07M | 2.0% | -4.6% | 2.628% | |
11/9/2023 | UBS Group AG | 257,458 | $8.12M | 0.0% | -6.0% | 2.119% | |
11/8/2023 | Atria Wealth Solutions Inc. | 23,000 | $726K | 0.0% | -40.4% | 0.189% | |
11/8/2023 | Avantax Advisory Services Inc. | 20,464 | $646K | 0.0% | +52.1% | 0.168% | |
11/6/2023 | MONECO Advisors LLC | 17,225 | $543K | 0.2% | +7.8% | 0.142% | |
11/4/2023 | Magnolia Capital Advisors LLC | 45,837 | $1.40M | 1.3% | +4.0% | 0.377% | |
11/3/2023 | ORG Partners LLC | 2,378 | $75K | 0.0% | -89.7% | 0.020% | |
11/3/2023 | Private Advisor Group LLC | 16,233 | $512K | 0.0% | -5.4% | 0.134% | |
10/27/2023 | Financial Advocates Investment Management | 56,342 | $1.78M | 0.1% | -6.8% | 0.464% | |
10/26/2023 | DecisionPoint Financial LLC | 1,513 | $48K | 0.0% | N/A | 0.012% | |
10/25/2023 | WealthShield Partners LLC | 15,513 | $489K | 0.1% | -22.7% | 0.128% | |
10/25/2023 | Advisor Resource Council | 14,886 | $470K | 0.2% | +10.7% | 0.123% | |
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10/24/2023 | Eudaimonia Partners LLC | 18,161 | $573K | 0.1% | -27.0% | 0.149% | |
10/24/2023 | Stratos Wealth Partners LTD. | 6,526 | $206K | 0.0% | N/A | 0.054% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 868,587 | $27.40M | 0.0% | -6.3% | 7.149% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 124,644 | $3.93M | 0.0% | +4.8% | 1.026% | |
10/23/2023 | Commonwealth Equity Services LLC | 74,398 | $2.35M | 0.0% | -13.3% | 0.612% | |
10/16/2023 | Clarus Group Inc. | 29,802 | $940K | 0.7% | N/A | 0.245% | |
10/11/2023 | J2 Capital Management Inc | 200,432 | $6.32M | 8.0% | +25.9% | 1.650% | |
10/11/2023 | Geneos Wealth Management Inc. | 26,211 | $827K | 0.0% | +2.4% | 0.216% | |
10/11/2023 | MBL Wealth LLC | 179,905 | $5.68M | 0.8% | +4.8% | 1.481% | |
10/5/2023 | Whitaker Myers Wealth Managers LTD. | 38,154 | $1.20M | 0.7% | -1.9% | 0.314% | |