11/1/2024 | Atria Investments Inc | 11,119 | $256K | 0.0% | N/A | 0.026% | |
11/1/2024 | Assetmark Inc. | 30,518 | $703K | 0.0% | N/A | 0.073% | |
10/31/2024 | TFB Advisors LLC | 23,301 | $536K | 0.2% | +13.4% | 0.056% | |
10/31/2024 | Concurrent Investment Advisors LLC | 30,425 | $700K | 0.0% | -10.9% | 0.073% | |
10/30/2024 | Ameritas Advisory Services LLC | 308,418 | $7.10M | 0.3% | -24.4% | 0.737% | |
10/30/2024 | Legacy CG LLC | 671,417 | $15.46M | 5.1% | +0.5% | 1.604% | |
|
10/29/2024 | Janney Montgomery Scott LLC | 251,305 | $5.79M | 0.0% | +8.0% | 0.600% | |
10/29/2024 | Janney Capital Management LLC | 135,058 | $3.11M | 0.2% | -2.0% | 0.323% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 13,891 | $320K | 0.0% | +9.1% | 0.034% | |
10/28/2024 | US Bancorp DE | 18,097 | $417K | 0.0% | -14.2% | 0.044% | |
10/24/2024 | J.W. Cole Advisors Inc. | 11,633 | $268K | 0.0% | +18.6% | 0.028% | |
10/23/2024 | Merkkuri Wealth Advisors LLC | 91,803 | $2.11M | 1.7% | +21.0% | 0.222% | |
10/23/2024 | American Institute for Advanced Investment Management LLP | 55,410 | $1.28M | 0.9% | +6.8% | 0.134% | |
10/23/2024 | RiverTree Advisors LLC | 121,262 | $2.79M | 1.9% | -13.1% | 0.293% | |
10/22/2024 | Private Advisor Group LLC | 28,654 | $660K | 0.0% | +3.6% | 0.069% | |
10/21/2024 | Foundations Investment Advisors LLC | 12,172 | $280K | 0.0% | -7.9% | 0.029% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 21,866 | $503K | 0.0% | N/A | 0.053% | |
10/19/2024 | Cedrus LLC | 55,858 | $1.29M | 0.5% | +108.8% | 0.136% | |
10/18/2024 | Raymond James & Associates | 518,793 | $11.94M | 0.0% | +3.1% | 1.259% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 88,990 | $2.05M | 0.3% | -2.1% | 0.219% | |
10/16/2024 | Quad Cities Investment Group LLC | 33,265 | $766K | 0.4% | +3.7% | 0.082% | |
10/16/2024 | PCG Wealth Advisors LLC | 148,334 | $3.42M | 1.3% | +1.8% | 0.365% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 14,125 | $325K | 0.0% | N/A | 0.035% | |
10/10/2024 | Simplicity Wealth LLC | 9,577 | $220K | 0.0% | N/A | 0.024% | |
10/8/2024 | CWM LLC | 227,268 | $5.23M | 0.0% | +11.3% | 0.562% | |
10/8/2024 | Boyce & Associates Wealth Consulting Inc. | 26,054 | $600K | 0.6% | +14.3% | 0.064% | |
10/8/2024 | Brookstone Capital Management | 30,391 | $700K | 0.0% | +3.9% | 0.075% | |
10/5/2024 | ZRC Wealth Management LLC | 23,142 | $533K | 0.2% | N/A | 0.058% | |
10/3/2024 | Private Client Services LLC | 10,004 | $230K | 0.1% | N/A | 0.025% | |
8/22/2024 | Cetera Investment Advisers | 393,037 | $8.83M | 0.0% | -6.2% | 1.124% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 74,146 | $1.67M | 0.0% | +16.7% | 0.212% | |
8/13/2024 | AE Wealth Management LLC | 27,458 | $617K | 0.0% | +25.8% | 0.079% | |
8/13/2024 | Benjamin Edwards Inc. | 5,349 | $120K | 0.0% | -32.0% | 0.015% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 9,756 | $219K | 0.0% | -19.1% | 0.028% | |
8/8/2024 | J.W. Cole Advisors Inc. | 9,812 | $220K | 0.0% | N/A | 0.028% | |
8/8/2024 | Envestnet Asset Management Inc. | 334,988 | $7.53M | 0.0% | +34.0% | 0.958% | |
8/8/2024 | LPL Financial LLC | 3,872,632 | $87.02M | 0.0% | +11.0% | 11.074% | |
8/7/2024 | Wedbush Securities Inc. | 9,680 | $218K | 0.0% | N/A | 0.028% | |
8/6/2024 | Ausdal Financial Partners Inc. | 33,518 | $753K | 0.1% | +45.1% | 0.096% | |
8/5/2024 | Private Advisor Group LLC | 27,669 | $622K | 0.0% | +14.2% | 0.079% | |
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8/2/2024 | Foundations Investment Advisors LLC | 13,219 | $297K | 0.0% | -22.1% | 0.038% | |
7/31/2024 | Commonwealth Equity Services LLC | 307,588 | $6.91M | 0.0% | +30.5% | 0.887% | |
7/31/2024 | Concurrent Investment Advisors LLC | 34,147 | $767K | 0.0% | -7.9% | 0.098% | |
7/30/2024 | International Assets Investment Management LLC | 23,347 | $525K | 0.0% | +18.3% | 0.067% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 16,938 | $381K | 0.0% | -72.6% | 0.049% | |
7/29/2024 | Ameritas Advisory Services LLC | 407,783 | $9.16M | 0.3% | +2.1% | 1.176% | |
7/27/2024 | Valley Brook Capital Group Inc. | 9,574 | $215K | 0.2% | N/A | 0.028% | |
7/26/2024 | Harbour Investments Inc. | 17,244 | $387K | 0.0% | +14.0% | 0.050% | |
7/26/2024 | Sterling Manor Financial LLC | 18,962 | $426K | 0.3% | -3.0% | 0.055% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 450,084 | $10.11M | 0.0% | +1.2% | 1.302% | |
7/24/2024 | LVZ Inc. | 41,463 | $932K | 0.1% | +23.8% | 0.120% | |
7/22/2024 | Atria Wealth Solutions Inc. | 108,745 | $2.44M | 0.0% | -5.6% | 0.319% | |
7/22/2024 | Legacy CG LLC | 668,197 | $15.01M | 5.1% | N/A | 1.961% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,771,712 | $39.81M | 0.1% | +8.1% | 5.200% | |
7/19/2024 | Western Wealth Management LLC | 63,500 | $1.43M | 0.1% | +16.5% | 0.186% | |
7/19/2024 | Raymond James & Associates | 503,036 | $11.30M | 0.0% | +4.1% | 1.559% | |
7/18/2024 | Brookstone Capital Management | 29,244 | $668K | 0.0% | +22.4% | 0.091% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 76,213 | $1.71M | 0.0% | +2.9% | 0.236% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 4,295 | $97K | 0.0% | N/A | 0.013% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 231,668 | $5.21M | 0.0% | +2.6% | 0.718% | |
7/16/2024 | PCG Wealth Advisors LLC | 145,661 | $3.27M | 1.4% | +5.5% | 0.451% | |
7/13/2024 | Quad Cities Investment Group LLC | 32,072 | $721K | 0.4% | -1.5% | 0.100% | |
7/12/2024 | Accel Wealth Management | 27,100 | $609K | 0.2% | +12.6% | 0.085% | |
7/10/2024 | CWM LLC | 204,113 | $4.59M | 0.0% | +27.0% | 0.636% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 11,400 | $256K | 0.0% | N/A | 0.036% | |
5/24/2024 | Cetera Advisors LLC | 344,549 | $7.74M | 0.1% | +103.7% | 1.319% | |
5/24/2024 | Cetera Investment Advisers | 418,953 | $9.41M | 0.0% | +1,256.3% | 1.604% | |
5/23/2024 | ARQ Wealth Advisors LLC | 53,802 | $1.21M | 0.5% | N/A | 0.206% | |
5/20/2024 | Independent Wealth Network Inc. | 20,248 | $455K | 0.2% | +91.9% | 0.078% | |
5/8/2024 | Avantax Advisory Services Inc. | 56,412 | $1.27M | 0.0% | +174.9% | 0.213% | |
5/8/2024 | US Bancorp DE | 25,906 | $582K | 0.0% | N/A | 0.098% | |
5/7/2024 | Concurrent Investment Advisors LLC | 37,056 | $833K | 0.0% | +26.0% | 0.140% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 74,031 | $1.66M | 0.0% | +17.6% | 0.279% | |
5/4/2024 | Csenge Advisory Group | 72,078 | $1.62M | 0.1% | +42.9% | 0.279% | |
5/3/2024 | TFB Advisors LLC | 20,152 | $439K | 0.2% | N/A | 0.078% | |
5/1/2024 | StoneX Group Inc. | 26,026 | $585K | 0.1% | +44.9% | 0.101% | |
5/1/2024 | Janney Capital Management LLC | 142,121 | $3.19M | 0.2% | -1.6% | 0.549% | |
5/1/2024 | Janney Montgomery Scott LLC | 177,944 | $4.00M | 0.0% | +12.5% | 0.688% | |
4/30/2024 | Private Advisor Group LLC | 24,228 | $544K | 0.0% | +3.3% | 0.094% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 16,612 | $373K | 0.2% | +20.8% | 0.064% | |
4/30/2024 | Perigon Wealth Management LLC | 13,755 | $309K | 0.0% | +9.9% | 0.053% | |
4/29/2024 | Commonwealth Equity Services LLC | 235,691 | $5.30M | 0.0% | +250.4% | 0.911% | |
4/29/2024 | Benjamin Edwards Inc. | 7,871 | $177K | 0.0% | -11.3% | 0.030% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 12,058 | $271K | 0.0% | +9.5% | 0.047% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 91,192 | $2.01M | 0.4% | N/A | 0.353% | |
4/25/2024 | Capital Investment Advisory Services LLC | 39,572 | $889K | 0.1% | +25.2% | 0.153% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 444,773 | $9.99M | 0.0% | +63.1% | 1.729% | |
4/23/2024 | Global Retirement Partners LLC | 3,279 | $74K | 0.0% | +22.3% | 0.013% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 61,824 | $1.39M | 0.1% | +0.9% | 0.240% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,638,828 | $36.82M | 0.1% | +20.4% | 6.372% | |
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4/22/2024 | Raymond James & Associates | 483,413 | $10.86M | 0.0% | +1.9% | 1.880% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 53,025 | $1.19M | 0.9% | +17.6% | 0.206% | |
4/19/2024 | PCG Wealth Advisors LLC | 138,097 | $3.10M | 1.5% | N/A | 0.537% | |
4/16/2024 | RiverTree Advisors LLC | 145,629 | $3.27M | 2.2% | N/A | 0.573% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 225,754 | $5.07M | 0.0% | +9.7% | 0.888% | |
4/15/2024 | Brookstone Capital Management | 23,886 | $537K | 0.0% | N/A | 0.094% | |
4/13/2024 | Quad Cities Investment Group LLC | 32,545 | $731K | 0.4% | +19.9% | 0.131% | |
4/11/2024 | International Assets Investment Management LLC | 19,737 | $443K | 0.0% | +39.4% | 0.079% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 13,747 | $294K | 0.2% | N/A | 0.072% | |
2/21/2024 | Raleigh Capital Management Inc. | 3,546 | $76K | 0.0% | +24.6% | 0.018% | |