12/9/2024 | Copley Financial Group Inc. | 7,351 | $258K | 0.2% | N/A | 0.069% | |
11/25/2024 | Sanctuary Advisors LLC | 24,394 | $899K | 0.0% | -3.6% | 0.230% | |
11/18/2024 | Brown Financial Advisors | 95,150 | $3.33M | 1.4% | +5.8% | 0.898% | |
11/15/2024 | Valued Retirements Inc. | 6,020 | $211K | 0.3% | N/A | 0.057% | |
11/15/2024 | MML Investors Services LLC | 93,758 | $3.28M | 0.0% | -3.0% | 0.885% | |
11/15/2024 | Orion Portfolio Solutions LLC | 11,667 | $409K | 0.0% | -5.3% | 0.110% | |
|
11/15/2024 | EP Wealth Advisors LLC | 65,350 | $2.29M | 0.0% | -3.0% | 0.617% | |
11/15/2024 | Jane Street Group LLC | 16,164 | $566K | 0.0% | N/A | 0.152% | |
11/15/2024 | Stifel Financial Corp | 50,885 | $1.78M | 0.0% | +9.3% | 0.480% | |
11/15/2024 | HighTower Advisors LLC | 57,162 | $1.99M | 0.0% | +30.8% | 0.539% | |
11/15/2024 | Atlas Wealth LLC | 10,341 | $362K | 0.2% | +3.2% | 0.098% | |
11/14/2024 | TRUE Private Wealth Advisors | 70,533 | $2.47M | 0.3% | +414.7% | 0.665% | |
11/13/2024 | Patton Albertson Miller Group LLC | 43,284 | $1.52M | 0.2% | -0.9% | 0.408% | |
11/13/2024 | Acorn Wealth Advisors LLC | 35,897 | $1.26M | 0.5% | +15.1% | 0.339% | |
11/9/2024 | Creekside Partners | 54,284 | $1.90M | 1.0% | +15.8% | 0.512% | |
11/8/2024 | Stonebridge Financial Planning Group LLC | 9,993 | $350K | 0.2% | +16.1% | 0.094% | |
11/8/2024 | Prospera Financial Services Inc | 10,690 | $374K | 0.0% | +15.8% | 0.101% | |
11/7/2024 | Tranquility Partners LLC | 10,578 | $371K | 0.1% | +8.4% | 0.100% | |
11/7/2024 | Whalen Wealth Management Inc. | 6,022 | $211K | 0.1% | N/A | 0.057% | |
11/7/2024 | Thrivent Financial for Lutherans | 13,454 | $471K | 0.0% | -97.6% | 0.127% | |
11/6/2024 | Balboa Wealth Partners | 8,519 | $298K | 0.1% | -11.9% | 0.080% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 259,109 | $9.08M | 0.2% | +0.8% | 2.444% | |
11/1/2024 | Atria Investments Inc | 9,648 | $338K | 0.0% | -62.2% | 0.091% | |
11/1/2024 | Stiles Financial Services Inc | 13,379 | $469K | 0.2% | -8.9% | 0.126% | |
10/31/2024 | Woodmont Investment Counsel LLC | 159,410 | $5.58M | 0.4% | +4.3% | 1.504% | |
10/29/2024 | Janney Montgomery Scott LLC | 25,124 | $880K | 0.0% | +14.2% | 0.237% | |
10/28/2024 | TPG Advisors LLC | 46,887 | $1.64M | 1.3% | +2.3% | 0.442% | |
10/28/2024 | Pursue Wealth Partners LLC | 47,221 | $1.65M | 0.9% | +18.1% | 0.445% | |
10/28/2024 | Stephens Inc. AR | 37,473 | $1.31M | 0.0% | +12.9% | 0.354% | |
10/23/2024 | Lake Street Advisors Group LLC | 7,901 | $277K | 0.0% | N/A | 0.075% | |
10/23/2024 | Financial Management Network Inc. | 508,549 | $17.65M | 3.7% | +0.1% | 4.798% | |
10/22/2024 | Global X Japan Co. Ltd. | 5,007 | $175K | 0.0% | -50.0% | 0.047% | |
10/22/2024 | Private Advisor Group LLC | 9,043 | $317K | 0.0% | -9.8% | 0.085% | |
10/22/2024 | Eastern Bank | 1,000 | $35K | 0.0% | N/A | 0.009% | |
10/19/2024 | Stegent Equity Advisors Inc. | 21,266 | $745K | 0.8% | N/A | 0.201% | |
10/18/2024 | Etesian Wealth Advisors Inc. | 10,731 | $376K | 0.2% | -9.5% | 0.101% | |
10/18/2024 | Raymond James & Associates | 169,087 | $5.92M | 0.0% | +1.3% | 1.595% | |
10/11/2024 | Paladin Wealth LLC | 38,859 | $1.36M | 1.2% | N/A | 0.367% | |
10/11/2024 | VitalStone Financial LLC | 12,452 | $436K | 0.3% | -27.8% | 0.117% | |
10/8/2024 | Mattson Financial Services LLC | 49,549 | $1.58M | 0.6% | -0.7% | 0.467% | |
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10/2/2024 | Lowe Wealth Advisors LLC | 13,374 | $468K | 0.2% | +31.6% | 0.126% | |
9/30/2024 | Mattson Financial Services LLC | 49,874 | $1.59M | 0.6% | N/A | 0.471% | |
9/5/2024 | Sanctuary Advisors LLC | 25,308 | $813K | 0.0% | N/A | 0.239% | |
8/30/2024 | Creekside Partners | 46,865 | $1.50M | 0.8% | N/A | 0.442% | |
8/30/2024 | Brown Financial Advisors | 89,924 | $2.87M | 1.3% | N/A | 0.848% | |
8/22/2024 | Cetera Investment Advisers | 61,101 | $1.95M | 0.0% | +33.5% | 0.576% | |
8/19/2024 | EP Wealth Advisors LLC | 67,350 | $2.15M | 0.0% | -6.1% | 0.635% | |
8/13/2024 | TPG Advisors LLC | 45,850 | $1.47M | 1.2% | N/A | 0.433% | |
8/13/2024 | Thrivent Financial for Lutherans | 558,216 | $17.84M | 0.0% | +1.8% | 5.266% | |
8/12/2024 | WCG Wealth Advisors LLC | 14,067 | $450K | 0.0% | N/A | 0.133% | |
8/9/2024 | Mesirow Financial Investment Management Inc. | 257,143 | $8.22M | 0.2% | +3.2% | 2.426% | |
8/8/2024 | Stonebridge Financial Planning Group LLC | 8,608 | $275K | 0.1% | N/A | 0.081% | |
8/8/2024 | VitalStone Financial LLC | 17,251 | $551K | 0.4% | -10.3% | 0.163% | |
8/7/2024 | Global X Japan Co. Ltd. | 10,012 | $320K | 0.0% | +32.8% | 0.094% | |
8/6/2024 | First Foundation Advisors | 56,712 | $1.81M | 0.1% | -8.4% | 0.535% | |
8/1/2024 | Stiles Financial Services Inc | 14,679 | $469K | 0.2% | +27.7% | 0.138% | |
7/31/2024 | Essex Financial Services Inc. | 18,633 | $596K | 0.0% | N/A | 0.176% | |
7/31/2024 | Commonwealth Equity Services LLC | 24,550 | $785K | 0.0% | +64.2% | 0.232% | |
7/29/2024 | IRON Financial LLC | 17,930 | $573K | 0.3% | N/A | 0.169% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 94,703 | $3.03M | 0.0% | -0.7% | 0.893% | |
7/25/2024 | Tranquility Partners LLC | 9,760 | $312K | 0.1% | +11.8% | 0.092% | |
7/25/2024 | Etesian Wealth Advisors Inc. | 11,863 | $379K | 0.2% | -2.6% | 0.112% | |
7/24/2024 | Avalon Capital Management | 66,291 | $2.12M | 0.7% | -47.6% | 0.625% | |
7/19/2024 | Raymond James & Associates | 166,843 | $5.33M | 0.0% | -14.1% | 1.574% | |
7/18/2024 | Gradient Investments LLC | 1,345,893 | $43.02M | 1.0% | +34.7% | 12.697% | |
7/17/2024 | Archford Capital Strategies LLC | 27,173 | $868K | 0.1% | N/A | 0.256% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 1,325 | $42K | 0.0% | N/A | 0.013% | |
7/10/2024 | CWM LLC | 1,025 | $33K | 0.0% | -94.3% | 0.010% | |
7/9/2024 | Lowe Wealth Advisors LLC | 10,164 | $325K | 0.1% | +7.3% | 0.096% | |
7/9/2024 | Lynx Investment Advisory | 4,874 | $156K | 0.1% | N/A | 0.046% | |
5/24/2024 | Cetera Investment Advisers | 45,755 | $1.56M | 0.0% | N/A | 0.432% | |
5/14/2024 | EP Wealth Advisors LLC | 71,745 | $2.45M | 0.0% | +41.1% | 0.688% | |
5/11/2024 | Beaumont Financial Advisors LLC | 31,075 | $1.06M | 0.1% | +9.7% | 0.298% | |
5/10/2024 | First Foundation Advisors | 61,943 | $2.11M | 0.1% | -0.8% | 0.594% | |
5/8/2024 | Tranquility Partners LLC | 8,727 | $298K | 0.1% | +28.1% | 0.084% | |
5/6/2024 | VitalStone Financial LLC | 19,223 | $656K | 0.5% | -5.7% | 0.184% | |
5/1/2024 | Janney Montgomery Scott LLC | 13,606 | $464K | 0.0% | +38.2% | 0.130% | |
5/1/2024 | Private Advisor Group LLC | 11,744 | $401K | 0.0% | -17.4% | 0.113% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 249,174 | $8.50M | 0.2% | N/A | 2.419% | |
4/25/2024 | TRUE Private Wealth Advisors | 13,852 | $472K | 0.1% | N/A | 0.134% | |
4/25/2024 | Capital Investment Advisory Services LLC | 25,540 | $871K | 0.1% | -28.4% | 0.248% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 95,399 | $3.25M | 0.0% | -6.8% | 0.926% | |
4/24/2024 | Patton Albertson Miller Group LLC | 45,014 | $1.54M | 0.2% | +1.6% | 0.437% | |
4/23/2024 | Gradient Investments LLC | 999,547 | $34.10M | 0.8% | -4.3% | 9.704% | |
4/23/2024 | Principle Wealth Partners LLC | 726,451 | $24.78M | 1.9% | +10.2% | 7.053% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 69,685 | $2.38M | 0.0% | +8.3% | 0.677% | |
4/22/2024 | Financial Management Network Inc. | 492,649 | $16.27M | 4.1% | +7.1% | 4.783% | |
4/22/2024 | Raymond James & Associates | 194,258 | $6.63M | 0.0% | +108.6% | 1.886% | |
4/19/2024 | Lake Street Private Wealth LLC | 30,290 | $1.03M | 0.1% | +164.8% | 0.294% | |
4/18/2024 | Woodmont Investment Counsel LLC | 145,646 | $4.97M | 0.4% | +1.1% | 1.414% | |
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4/17/2024 | Avalon Capital Management | 126,594 | $4.32M | 1.8% | -5.3% | 1.229% | |
4/15/2024 | Etesian Wealth Advisors Inc. | 12,176 | $415K | 0.2% | +30.3% | 0.118% | |
4/12/2024 | Allen Mooney & Barnes Investment Advisors LLC | 17,015 | $559K | 0.1% | N/A | 0.326% | |
4/9/2024 | Lowe Wealth Advisors LLC | 9,470 | $323K | 0.2% | +8.3% | 0.181% | |
3/6/2024 | SageView Advisory Group LLC | 7,619 | $237K | 0.0% | N/A | 0.146% | |
2/28/2024 | EP Wealth Advisors LLC | 50,855 | $1.60M | 0.0% | N/A | 0.974% | |
2/14/2024 | Visionary Wealth Advisors | 31,816 | $1.00M | 0.1% | N/A | 0.610% | |
2/14/2024 | VitalStone Financial LLC | 20,393 | $642K | 0.5% | -4.5% | 0.391% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 43,973 | $1.39M | 0.0% | -19.6% | 0.842% | |
2/9/2024 | Orion Portfolio Solutions LLC | 49,062 | $1.52M | 0.0% | +2.1% | 0.940% | |