11/25/2024 | Pine Valley Investments Ltd Liability Co | 117,976 | $5.99M | 0.4% | +12.7% | 0.781% | |
11/15/2024 | Orion Portfolio Solutions LLC | 36,845 | $1.87M | 0.0% | +1.1% | 0.244% | |
11/15/2024 | Stifel Financial Corp | 51,451 | $2.61M | 0.0% | +8.9% | 0.341% | |
11/15/2024 | Swmg LLC | 15,266 | $767K | 0.3% | -20.7% | 0.101% | |
11/15/2024 | IHT Wealth Management LLC | 14,299 | $727K | 0.0% | +124.5% | 0.095% | |
11/15/2024 | Integrated Wealth Concepts LLC | 29,697 | $1.51M | 0.0% | +53.7% | 0.197% | |
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11/14/2024 | Flow Traders U.S. LLC | 16,363 | $831K | 0.0% | -35.0% | 0.108% | |
11/12/2024 | Certified Advisory Corp | 163,310 | $8.30M | 0.9% | +631.6% | 1.082% | |
11/6/2024 | Squire Investment Management Company LLC | 8,489 | $431K | 0.2% | N/A | 0.056% | |
11/6/2024 | Comprehensive Wealth Management LLC | 11,883 | $604K | 0.4% | +6.9% | 0.079% | |
11/6/2024 | Cornerstone Planning Group LLC | 270,565 | $13.65M | 3.0% | +7.7% | 1.792% | |
11/5/2024 | Victory Capital Management Inc. | 4,162,865 | $211.52M | 0.2% | -3.0% | 27.569% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 37,953 | $1.93M | 0.1% | +36.6% | 0.251% | |
11/4/2024 | Sigma Planning Corp | 15,664 | $796K | 0.0% | -12.3% | 0.104% | |
11/1/2024 | Atria Investments Inc | 243,415 | $12.37M | 0.2% | +2.0% | 1.617% | |
11/1/2024 | Burt Wealth Advisors | 7,010 | $356K | 0.1% | +5.3% | 0.047% | |
11/1/2024 | Aspire Wealth Management Corp | 8,757 | $445K | 0.2% | +11.4% | 0.058% | |
11/1/2024 | Bensler LLC | 200,137 | $10.17M | 1.3% | N/A | 1.330% | |
11/1/2024 | Smith Thornton Advisors LLC | 73,875 | $3.75M | 2.5% | -0.7% | 0.491% | |
10/31/2024 | Trademark Financial Management LLC | 20,191 | $1.03M | 0.8% | +16.3% | 0.135% | |
10/29/2024 | REDW Wealth LLC | 6,800 | $346K | 0.1% | -28.2% | 0.045% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 87,370 | $4.44M | 0.4% | -39.2% | 0.584% | |
10/25/2024 | Valmark Advisers Inc. | 24,318 | $1.24M | 0.0% | -4.2% | 0.163% | |
10/25/2024 | MONECO Advisors LLC | 15,803 | $803K | 0.1% | N/A | 0.106% | |
10/25/2024 | Fortitude Family Office LLC | 1,800 | $91K | 0.0% | N/A | 0.012% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 26,240 | $1.33M | 0.2% | +15.1% | 0.176% | |
10/24/2024 | Masso Torrence Wealth Management Inc. | 89,736 | $4.56M | 2.5% | +6.9% | 0.600% | |
10/23/2024 | Mainstay Capital Management LLC ADV | 8,059 | $409K | 0.1% | -2.4% | 0.054% | |
10/22/2024 | Private Advisor Group LLC | 60,914 | $3.10M | 0.0% | +56.1% | 0.410% | |
10/21/2024 | Toth Financial Advisory Corp | 163,585 | $8.31M | 1.0% | +2.2% | 1.102% | |
10/18/2024 | Raymond James & Associates | 102,964 | $5.23M | 0.0% | +16.8% | 0.698% | |
10/16/2024 | Global Retirement Partners LLC | 8,142 | $414K | 0.0% | -52.1% | 0.055% | |
10/16/2024 | ERn Financial LLC | 292,859 | $14.88M | 2.3% | +3.2% | 1.992% | |
10/11/2024 | Elk River Wealth Management LLC | 31,547 | $1.60M | 0.3% | +9.3% | 0.216% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 160,406 | $8.15M | 1.2% | +1.5% | 1.099% | |
10/10/2024 | Darrow Company Inc. | 57,001 | $2.90M | 1.7% | +20.8% | 0.390% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 26,467 | $1.35M | 0.1% | +28.7% | 0.181% | |
10/10/2024 | Pinnacle Wealth Management Group Inc. | 125,863 | $6.40M | 4.0% | N/A | 0.862% | |
10/10/2024 | Octavia Wealth Advisors LLC | 4,340 | $221K | 0.0% | N/A | 0.030% | |
10/8/2024 | Daymark Wealth Partners LLC | 14,033 | $713K | 0.0% | -2.8% | 0.096% | |
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10/8/2024 | Marquette Asset Management LLC | 610,891 | $31.04M | 4.9% | +1.8% | 4.184% | |
10/3/2024 | Private Client Services LLC | 7,961 | $404K | 0.2% | N/A | 0.061% | |
8/22/2024 | Cetera Investment Advisers | 34,519 | $1.72M | 0.0% | -9.9% | 0.264% | |
8/15/2024 | Smith Thornton Advisors LLC | 74,410 | $3.71M | 2.7% | N/A | 0.568% | |
8/15/2024 | Daymark Wealth Partners LLC | 14,432 | $719K | 0.0% | +2.2% | 0.110% | |
8/14/2024 | Certified Advisory Corp | 22,321 | $1.11M | 0.1% | +36.8% | 0.170% | |
8/8/2024 | Envestnet Asset Management Inc. | 60,124 | $2.99M | 0.0% | -48.0% | 0.459% | |
8/5/2024 | Private Advisor Group LLC | 39,020 | $1.94M | 0.0% | +7.5% | 0.298% | |
8/5/2024 | Victory Capital Management Inc. | 4,292,597 | $213.77M | 0.2% | +1.4% | 32.768% | |
8/1/2024 | Valmark Advisers Inc. | 25,378 | $1.26M | 0.0% | -7.1% | 0.197% | |
7/31/2024 | Elk River Wealth Management LLC | 28,865 | $1.44M | 0.3% | -2.2% | 0.224% | |
7/31/2024 | Commonwealth Equity Services LLC | 118,729 | $5.91M | 0.0% | +40.3% | 0.920% | |
7/31/2024 | Trademark Financial Management LLC | 17,364 | $865K | 0.7% | -36.5% | 0.135% | |
7/30/2024 | Pine Valley Investments Ltd Liability Co | 104,710 | $5.22M | 0.3% | +35.2% | 0.812% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 27,792 | $1.38M | 0.1% | +63.1% | 0.215% | |
7/29/2024 | Ameritas Advisory Services LLC | 31,058 | $1.55M | 0.1% | +11.3% | 0.241% | |
7/27/2024 | Zimmermann Investment Management & Planning LLC | 47,553 | $2.37M | 0.8% | +72.6% | 0.370% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 38,318 | $1.91M | 0.0% | +20.3% | 0.298% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 22,806 | $1.14M | 0.2% | -6.7% | 0.177% | |
7/23/2024 | Darrow Company Inc. | 47,190 | $2.35M | 1.5% | +5.0% | 0.367% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 20,565 | $1.02M | 0.1% | +9.7% | 0.160% | |
7/22/2024 | Atria Wealth Solutions Inc. | 43,810 | $2.18M | 0.0% | +26.1% | 0.341% | |
7/22/2024 | Legacy CG LLC | 13,417 | $668K | 0.2% | -95.2% | 0.104% | |
7/22/2024 | Masso Torrence Wealth Management Inc. | 83,930 | $4.18M | 2.3% | +5.8% | 0.653% | |
7/19/2024 | Raymond James & Associates | 88,148 | $4.39M | 0.0% | -17.9% | 0.686% | |
7/17/2024 | ERn Financial LLC | 283,649 | $14.13M | 2.3% | N/A | 2.207% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 158,060 | $7.87M | 1.2% | +84.3% | 1.230% | |
7/11/2024 | Prairieview Wealth Partners LLC | 217,677 | $10.84M | 9.2% | +2.1% | 1.701% | |
7/10/2024 | CWM LLC | 4,344 | $216K | 0.0% | -57.5% | 0.034% | |
5/24/2024 | Cetera Advisors LLC | 37,725 | $1.88M | 0.0% | +357.1% | 0.303% | |
5/24/2024 | Cetera Investment Advisers | 38,325 | $1.91M | 0.0% | N/A | 0.308% | |
5/21/2024 | Atria Investments Inc | 251,579 | $12.54M | 0.2% | +5.0% | 2.021% | |
5/16/2024 | Jane Street Group LLC | 92,955 | $4.63M | 0.0% | -72.0% | 0.747% | |
5/16/2024 | Waverly Advisors LLC | 240,221 | $11.97M | 0.3% | N/A | 1.929% | |
5/9/2024 | Orion Portfolio Solutions LLC | 49,157 | $2.45M | 0.0% | -87.3% | 0.395% | |
5/9/2024 | SageView Advisory Group LLC | 6,115 | $305K | 0.0% | +47.6% | 0.049% | |
5/8/2024 | Cornerstone Planning Group LLC | 234,946 | $11.67M | 3.6% | +3.2% | 1.887% | |
5/8/2024 | Trademark Financial Management LLC | 27,362 | $1.36M | 1.1% | -3.7% | 0.220% | |
5/7/2024 | Marquette Asset Management LLC | 595,489 | $29.67M | 5.1% | +0.3% | 4.783% | |
5/2/2024 | Darrow Company Inc. | 44,934 | $2.24M | 1.5% | +37.1% | 0.361% | |
5/2/2024 | REDW Wealth LLC | 9,270 | $462K | 0.1% | N/A | 0.074% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 18,745 | $934K | 0.1% | +9.0% | 0.151% | |
4/30/2024 | Private Advisor Group LLC | 36,313 | $1.81M | 0.0% | +202.1% | 0.292% | |
4/30/2024 | Hartline Investment Corp | 24,446 | $1.22M | 0.2% | N/A | 0.196% | |
4/30/2024 | Mainstay Capital Management LLC ADV | 6,824 | $340K | 0.1% | N/A | 0.055% | |
4/29/2024 | Commonwealth Equity Services LLC | 84,616 | $4.22M | 0.0% | N/A | 0.680% | |
4/29/2024 | Aspire Wealth Management Corp | 4,139 | $206K | 0.1% | +18.9% | 0.033% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 31,841 | $1.59M | 0.0% | +27.2% | 0.258% | |
4/23/2024 | Masso Torrence Wealth Management Inc. | 79,363 | $3.96M | 2.3% | +9.2% | 0.661% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 17,045 | $849K | 0.1% | +165.8% | 0.142% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 111,494 | $5.56M | 0.0% | +245.3% | 0.929% | |
4/22/2024 | Legacy CG LLC | 282,134 | $14.06M | 5.1% | -4.8% | 2.351% | |
4/22/2024 | Raymond James & Associates | 107,418 | $5.35M | 0.0% | +3.3% | 0.895% | |
4/16/2024 | Toth Financial Advisory Corp | 157,975 | $7.87M | 1.0% | +5.9% | 1.322% | |
4/3/2024 | Prairieview Wealth Partners LLC | 213,183 | $10.62M | 9.6% | N/A | 1.938% | |
2/13/2024 | Trademark Financial Management LLC | 28,409 | $1.41M | 1.0% | N/A | 0.258% | |
2/12/2024 | Focus Financial Network Inc. ADV | 23,222 | $1.15M | 0.0% | N/A | 0.211% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 9,167 | $455K | 0.0% | -40.9% | 0.083% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 6,412 | $318K | 0.0% | N/A | 0.058% | |
2/9/2024 | Advisory Services Network LLC | 25,564 | $1.27M | 0.0% | -13.6% | 0.232% | |