10/30/2024 | Moloney Securities Asset Management LLC | 7,225 | $208K | 0.0% | N/A | 0.242% | |
10/29/2024 | Farther Finance Advisors LLC | 3,580 | $103K | 0.0% | N/A | 0.120% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,804 | $52K | 0.0% | +80.4% | 0.061% | |
10/28/2024 | Focus Financial Network Inc. | 60,821 | $1.75M | 0.1% | +10.5% | 2.041% | |
10/25/2024 | Strategic Blueprint LLC | 96,535 | $2.78M | 0.2% | -33.2% | 3.239% | |
10/23/2024 | Outlook Wealth Advisors LLC | 355,722 | $10.26M | 2.9% | N/A | 11.937% | |
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10/23/2024 | Blackston Financial Advisory Group LLC | 8,898 | $257K | 0.1% | N/A | 0.299% | |
10/23/2024 | Great Lakes Retirement Inc. | 115,080 | $3.32M | 0.4% | N/A | 3.862% | |
10/22/2024 | Elevated Capital Advisors LLC | 105,630 | $3.05M | 0.8% | N/A | 3.545% | |
10/18/2024 | Raymond James & Associates | 724,171 | $20.89M | 0.0% | N/A | 24.301% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 37,842 | $1.09M | 0.2% | N/A | 1.270% | |
10/15/2024 | American Asset Management Inc. | 126,320 | $3.64M | 3.9% | N/A | 4.239% | |
10/10/2024 | Lloyd Advisory Services LLC. | 222,405 | $6.42M | 3.1% | N/A | 7.463% | |
10/9/2024 | Castle Rock Wealth Management LLC | 32,143 | $925K | 0.2% | N/A | 1.079% | |
10/3/2024 | Park Avenue Securities LLC | 7,681 | $222K | 0.0% | -12.0% | 0.258% | |
8/22/2024 | Cetera Investment Advisers | 67,277 | $1.88M | 0.0% | -28.8% | 2.258% | |
8/21/2024 | Advisory Alpha LLC | 125,069 | $3.49M | 0.1% | -1.4% | 4.197% | |
8/8/2024 | Wealthgarden F.S. LLC | 19,578 | $546K | 0.6% | N/A | 0.657% | |
7/31/2024 | Commonwealth Equity Services LLC | 462,326 | $12.90M | 0.0% | -17.6% | 15.514% | |
7/26/2024 | Harbour Investments Inc. | 51,745 | $1.44M | 0.0% | -46.7% | 1.736% | |
7/25/2024 | First Heartland Consultants Inc. | 16,814 | $469K | 0.0% | -17.8% | 0.564% | |
7/22/2024 | Atria Wealth Solutions Inc. | 29,402 | $821K | 0.0% | -50.8% | 0.987% | |
5/24/2024 | Cetera Advisors LLC | 22,633 | $614K | 0.0% | -88.0% | 0.759% | |
5/24/2024 | Cetera Investment Advisers | 94,513 | $2.56M | 0.0% | +37.7% | 3.172% | |
5/16/2024 | Jane Street Group LLC | 1,752,561 | $47.55M | 0.0% | N/A | 58.811% | |
5/10/2024 | Osaic Holdings Inc. | 300,926 | $8.16M | 0.0% | -53.8% | 10.098% | |
5/8/2024 | Avantax Advisory Services Inc. | 16,950 | $460K | 0.0% | -10.0% | 0.569% | |
5/6/2024 | Advisory Alpha LLC | 126,827 | $3.44M | 0.1% | -1.9% | 4.256% | |
4/29/2024 | Commonwealth Equity Services LLC | 560,761 | $15.21M | 0.0% | -22.7% | 18.817% | |
4/23/2024 | Strategic Blueprint LLC | 144,802 | $3.93M | 0.3% | -1.7% | 4.348% | |
3/4/2024 | Tucker Asset Management LLC | 1,046 | $27K | 0.0% | N/A | 0.000% | |
3/1/2024 | Pineridge Advisors LLC | 1,391 | $36K | 0.0% | N/A | 0.000% | |
2/13/2024 | Lloyd Advisory Services LLC. | 327,454 | $8.47M | 4.0% | N/A | 0.000% | |
2/12/2024 | Focus Financial Network Inc. ADV | 54,732 | $1.42M | 0.1% | N/A | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 70,994 | $1.84M | 0.0% | +0.8% | 0.000% | |
2/8/2024 | Allegheny Financial Group LTD | 9,879 | $255K | 0.1% | N/A | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 18,827 | $487K | 0.0% | +44.2% | 0.000% | |
2/6/2024 | Allianz Investment Management U.S. LLC | 179,700 | $4.65M | 0.3% | -10.0% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 62,139 | $1.61M | 0.0% | +334.2% | 0.000% | |
1/29/2024 | Outlook Wealth Advisors LLC | 132,558 | $3.43M | 1.2% | +155.9% | 0.000% | |
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1/29/2024 | Koshinski Asset Management Inc. | 8,555 | $221K | 0.0% | N/A | 0.000% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 111,346 | $2.88M | 0.5% | -3.8% | 0.000% | |
1/25/2024 | Strategic Blueprint LLC | 147,310 | $3.81M | 0.3% | N/A | 0.000% | |
1/23/2024 | Advisory Alpha LLC | 129,252 | $3.34M | 0.2% | -2.0% | 0.000% | |
1/19/2024 | PFG Advisors | 25,625 | $662K | 0.1% | N/A | 0.000% | |
1/18/2024 | Great Lakes Retirement Inc. | 59,599 | $1.54M | 0.3% | -19.7% | 0.000% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 1,000 | $26K | 0.0% | N/A | 0.000% | |
1/8/2024 | B.O.S.S. Retirement Advisors LLC | 109,730 | $2.66M | 0.6% | -5.2% | 0.000% | |
11/16/2023 | Harbour Investments Inc. | 137,974 | $3.35M | 0.2% | N/A | 0.000% | |
11/13/2023 | Envestnet Asset Management Inc. | 216,754 | $5.26M | 0.0% | N/A | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 231,324 | $5.61M | 0.1% | N/A | 0.000% | |
11/9/2023 | Oliver Lagore Vanvalin Investment Group | 1,129 | $27K | 0.0% | N/A | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 14,311 | $347K | 0.0% | N/A | 0.000% | |
11/8/2023 | Avantax Advisory Services Inc. | 13,055 | $317K | 0.0% | N/A | 0.000% | |
11/6/2023 | Authentikos Wealth Advisory LLC | 39,309 | $954K | 0.9% | N/A | 0.000% | |
11/6/2023 | Lincoln National Corp | 13,032 | $316K | 0.0% | N/A | 0.000% | |
11/1/2023 | Csenge Advisory Group | 8,671 | $210K | 0.0% | N/A | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 600,333 | $14.56M | 0.0% | N/A | 0.000% | |
10/18/2023 | Advisory Alpha LLC | 131,908 | $3.20M | 0.2% | N/A | 0.000% | |
10/17/2023 | B.O.S.S. Retirement Advisors LLC | 115,794 | $2.81M | 0.6% | N/A | 0.000% | |
10/17/2023 | Impact Partnership Wealth LLC | 7,726 | $187K | 0.1% | N/A | 0.000% | |
10/12/2023 | IFP Advisors Inc | 4,066 | $99K | 0.0% | N/A | 0.000% | |
10/11/2023 | AE Wealth Management LLC | 2,707,545 | $65.69M | 0.4% | N/A | 0.000% | |