11/18/2024 | Soltis Investment Advisors LLC | 182,693 | $2.20M | 0.2% | +18.5% | 2.648% | |
11/15/2024 | Jane Street Group LLC | 35,831 | $432K | 0.0% | -32.9% | 0.519% | |
11/14/2024 | Centric Wealth Management | 22,723 | $257K | 0.1% | +5.1% | 0.329% | |
11/7/2024 | Napa Wealth Management | 28,043 | $338K | 0.2% | N/A | 0.406% | |
11/6/2024 | Lifeworks Advisors LLC | 18,987 | $229K | 0.0% | N/A | 0.275% | |
10/31/2024 | Advisor Resource Council | 13,113 | $158K | 0.1% | N/A | 0.190% | |
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10/28/2024 | Gladstone Institutional Advisory LLC | 18,313 | $221K | 0.0% | +10.0% | 0.265% | |
10/11/2024 | ORG Partners LLC | 101,869 | $1.23M | 0.2% | +60.7% | 1.476% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 2,800 | $34K | 0.0% | N/A | 0.041% | |
10/10/2024 | Professional Financial Advisors LLC | 114,876 | $1.38M | 0.4% | +8.9% | 1.665% | |
8/13/2024 | TPG Advisors LLC | 11,166 | $129K | 0.1% | N/A | 0.162% | |
7/24/2024 | &PARTNERS | 56,857 | $659K | 0.0% | +35.2% | 0.824% | |
7/18/2024 | Professional Financial Advisors LLC | 105,518 | $1.22M | 0.3% | +6.1% | 1.529% | |
7/16/2024 | ORG Partners LLC | 63,396 | $726K | 0.1% | N/A | 0.919% | |
7/10/2024 | Mid American Wealth Advisory Group Inc. | 381,034 | $4.42M | 2.8% | -2.5% | 5.522% | |
5/29/2024 | Soltis Investment Advisors LLC | 153,784 | $1.86M | 0.2% | -3.9% | 2.229% | |
5/17/2024 | Tidal Investments LLC | 46,488 | $563K | 0.0% | -5.6% | 0.674% | |
5/11/2024 | Resurgent Financial Advisors LLC | 20,000 | $242K | 0.1% | +100.0% | 0.290% | |
4/25/2024 | Professional Financial Advisors LLC | 99,445 | $1.21M | 0.3% | +12.5% | 1.362% | |
4/19/2024 | Advisor Resource Council | 13,113 | $168K | 0.1% | -81.7% | 0.180% | |
4/12/2024 | Southland Equity Partners LLC | 10,921 | $132K | 0.0% | -60.7% | 0.083% | |
4/11/2024 | &PARTNERS | 42,066 | $510K | 0.1% | N/A | 0.321% | |
4/8/2024 | Mid American Wealth Advisory Group Inc. | 390,986 | $4.74M | 3.2% | +15.2% | 2.985% | |
2/9/2024 | InterOcean Capital Group LLC | 28,646 | $367K | 0.0% | +15.2% | 0.219% | |
2/9/2024 | Wells Fargo & Company MN | 615,516 | $7.89M | 0.0% | -23.2% | 4.699% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 16,429 | $210K | 0.0% | -19.4% | 0.125% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 11,500 | $147K | 0.0% | N/A | 0.088% | |
2/7/2024 | Mid American Wealth Advisory Group Inc. | 339,521 | $4.35M | 3.0% | -0.6% | 2.592% | |
2/6/2024 | Centric Wealth Management | 19,355 | $240K | 0.1% | N/A | 0.148% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 11,500 | $147K | 0.0% | N/A | 0.088% | |
2/5/2024 | Mid American Wealth Advisory Group Inc. | 369,138 | $4.62M | 3.2% | +8.1% | 2.818% | |
2/2/2024 | Citizens Financial Group Inc. RI | 783,100 | $10.03M | 0.3% | N/A | 5.978% | |
2/1/2024 | Significant Wealth Partners LLC | 98,787 | $1.27M | 0.9% | N/A | 0.754% | |
1/26/2024 | Soltis Investment Advisors LLC | 159,967 | $2.05M | 0.2% | -52.2% | 1.221% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 134,274 | $1.74M | 0.3% | -5.2% | 1.025% | |
1/19/2024 | B.O.S.S. Retirement Advisors LLC | 134,274 | $1.74M | 5.2% | -5.2% | 1.025% | |
1/18/2024 | Professional Financial Advisors LLC | 88,394 | $1.13M | 0.4% | +9.3% | 0.675% | |
1/16/2024 | Wealthsource Partners LLC | 71,577 | $917K | 0.1% | -19.8% | 0.546% | |
1/12/2024 | Advisor Resource Council | 71,544 | $916K | 0.1% | N/A | 0.546% | |
1/8/2024 | B.O.S.S. Retirement Advisors LLC | 134,274 | $1.74M | 0.4% | -5.2% | 1.025% | |
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11/13/2023 | LPL Financial LLC | 645,596 | $8.35M | 0.0% | -2.6% | 4.928% | |
11/13/2023 | Wealthsource Partners LLC | 89,242 | $1.16M | 0.1% | -11.1% | 0.681% | |
11/8/2023 | HighTower Advisors LLC | 907,498 | $11.74M | 0.0% | -32.8% | 6.927% | |
11/8/2023 | Soltis Investment Advisors LLC | 334,344 | $4.33M | 0.6% | +145.5% | 2.552% | |
11/6/2023 | Authentikos Wealth Advisory LLC | 48,277 | $625K | 0.6% | -2.0% | 0.369% | |
11/4/2023 | NBC Securities Inc. | 6,925 | $89K | 0.0% | N/A | 0.053% | |
11/1/2023 | Csenge Advisory Group | 14,546 | $188K | 0.0% | +27.3% | 0.111% | |
11/1/2023 | Orion Portfolio Solutions LLC | 45,502 | $589K | 0.0% | -75.2% | 0.347% | |
10/25/2023 | Professional Financial Advisors LLC | 80,872 | $1.05M | 0.5% | N/A | 0.617% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 20,943 | $271K | 0.0% | -85.0% | 0.160% | |
10/17/2023 | B.O.S.S. Retirement Advisors LLC | 141,642 | $1.83M | 0.4% | +4.5% | 1.081% | |
10/11/2023 | AE Wealth Management LLC | 3,079,633 | $39.85M | 0.2% | +26.2% | 23.509% | |
10/10/2023 | Mid American Wealth Advisory Group Inc. | 341,502 | $4.42M | 3.6% | N/A | 2.607% | |
10/10/2023 | Outlook Wealth Advisors LLC | 20,178 | $261K | 0.1% | +5.1% | 0.154% | |
8/24/2023 | Adalta Capital Management LLC | 15,300 | $210K | 0.1% | -17.4% | 0.117% | |
8/14/2023 | Resurgent Financial Advisors LLC | 12,000 | $163K | 0.1% | -20.0% | 0.092% | |
8/10/2023 | Cetera Investment Advisers | 126,180 | $1.71M | 0.0% | +3.2% | 0.963% | |
8/9/2023 | Soltis Investment Advisors LLC | 136,215 | $1.85M | 0.2% | -53.7% | 1.040% | |
8/4/2023 | Parallel Advisors LLC | 5,187 | $70K | 0.0% | -15.2% | 0.040% | |
8/4/2023 | Citizens Financial Group Inc. RI | 759,961 | $10.32M | 0.4% | +14.3% | 5.801% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 42,042 | $571K | 0.0% | -78.0% | 0.321% | |
8/3/2023 | Great Lakes Retirement Inc. | 100,380 | $1.36M | 0.2% | +49.3% | 0.766% | |
7/31/2023 | LPL Financial LLC | 662,686 | $9.00M | 0.0% | -11.5% | 5.059% | |
7/26/2023 | Janney Montgomery Scott LLC | 27,441 | $373K | 0.0% | N/A | 0.179% | |
7/20/2023 | Osborne Partners Capital Management LLC | 12,134 | $165K | 0.0% | -51.5% | 0.079% | |
7/20/2023 | Authentikos Wealth Advisory LLC | 49,283 | $669K | 0.6% | N/A | 0.321% | |
7/17/2023 | Impact Partnership Wealth LLC | 2,407 | $33K | 0.0% | N/A | 0.016% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 139,292 | $1.89M | 0.0% | -8.6% | 0.907% | |
7/10/2023 | B.O.S.S. Retirement Advisors LLC | 135,591 | $1.84M | 0.4% | +63.1% | 0.883% | |
7/10/2023 | AE Wealth Management LLC | 2,440,460 | $33.14M | 0.2% | +93.6% | 15.899% | |
7/10/2023 | Outlook Wealth Advisors LLC | 19,200 | $261K | 0.1% | N/A | 0.125% | |
5/23/2023 | Toroso Investments LLC | 71,535 | $1.05M | 0.0% | -4.4% | 0.516% | |
5/12/2023 | NewEdge Advisors LLC | 392,077 | $5.76M | 0.1% | +7,067.8% | 2.831% | |
5/12/2023 | HighTower Advisors LLC | 1,324,463 | $19.45M | 0.0% | +14.3% | 9.563% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 152,409 | $2.24M | 0.0% | -87.6% | 1.100% | |
5/11/2023 | Commonwealth Equity Services LLC | 196,667 | $2.89M | 0.0% | -62.3% | 1.420% | |
5/10/2023 | Citizens Financial Group Inc RI | 664,738 | $9.77M | 0.4% | N/A | 4.800% | |
5/10/2023 | LPL Financial LLC | 748,572 | $11.00M | 0.0% | -12.2% | 5.405% | |
5/9/2023 | Great Lakes Retirement Inc. | 67,227 | $988K | 0.2% | N/A | 0.485% | |
5/9/2023 | Wedbush Securities Inc. | 10,545 | $155K | 0.0% | -85.0% | 0.076% | |
5/3/2023 | Soltis Investment Advisors LLC | 294,261 | $4.33M | 0.6% | -1.5% | 2.125% | |
5/3/2023 | Integrated Wealth Concepts LLC | 281,909 | $4.14M | 0.1% | -9.6% | 2.035% | |
5/2/2023 | Orcam Financial Group | 22,100 | $325K | 0.5% | +9.4% | 0.160% | |
5/1/2023 | Csenge Advisory Group | 11,577 | $170K | 0.0% | -30.1% | 0.084% | |
4/27/2023 | Simplex Trading LLC | 5,534 | $81K | 0.0% | -34.8% | 0.040% | |
4/25/2023 | Parallel Advisors LLC | 6,114 | $90K | 0.0% | -39.8% | 0.044% | |
4/25/2023 | Advisor Resource Council | 33,531 | $494K | 0.1% | N/A | 0.242% | |
4/25/2023 | Geneos Wealth Management Inc. | 7,756 | $114K | 0.0% | -8.8% | 0.056% | |
4/24/2023 | Osborne Partners Capital Management LLC | 25,007 | $368K | 0.0% | -31.3% | 0.181% | |
4/17/2023 | B.O.S.S. Retirement Advisors LLC | 83,115 | $1.22M | 0.3% | N/A | 0.600% | |
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4/14/2023 | AE Wealth Management LLC | 1,260,528 | $18.53M | 0.1% | +785.1% | 8.604% | |
3/6/2023 | OLD Mission Capital LLC | 97,679 | $1.49M | 0.0% | -56.4% | 0.000% | |
2/13/2023 | Integrated Wealth Concepts LLC | 311,964 | $4.77M | 0.1% | -3.2% | 0.000% | |
2/13/2023 | Wells Fargo & Company MN | 2,001,767 | $30.63M | 0.0% | -4.3% | 0.000% | |
2/10/2023 | Wealthsource Partners LLC | 117,628 | $1.80M | 0.1% | -21.7% | 0.000% | |
2/9/2023 | Soltis Investment Advisors LLC | 298,801 | $4.57M | 0.6% | -5.8% | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 1,159,179 | $17.74M | 0.0% | +170.3% | 0.000% | |
2/8/2023 | Prospera Financial Services Inc | 18,556 | $284K | 0.0% | -24.3% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 1,230,384 | $18.83M | 0.1% | -2.6% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 521,686 | $7.98M | 0.0% | -49.6% | 0.000% | |