11/19/2024 | McIlrath & Eck LLC | 1,252,015 | $32.44M | 4.2% | -3.0% | 7.074% | |
11/15/2024 | Continuum Advisory LLC | 12,434 | $319K | 0.0% | -68.2% | 0.070% | |
11/15/2024 | MML Investors Services LLC | 216,469 | $5.61M | 0.0% | +8.8% | 1.223% | |
11/15/2024 | Jane Street Group LLC | 137,129 | $3.55M | 0.0% | +258.0% | 0.775% | |
11/15/2024 | Stifel Financial Corp | 127,692 | $3.31M | 0.0% | +5.7% | 0.721% | |
11/15/2024 | Benjamin Edwards Inc. | 124,839 | $3.24M | 0.0% | N/A | 0.705% | |
|
11/15/2024 | Kestra Investment Management LLC | 45,389 | $1.18M | 0.1% | +42.5% | 0.256% | |
11/14/2024 | Flow Traders U.S. LLC | 119,963 | $3.11M | 0.2% | N/A | 0.678% | |
11/14/2024 | Captrust Financial Advisors | 191,986 | $4.97M | 0.0% | +888.0% | 1.085% | |
11/12/2024 | Great Valley Advisor Group Inc. | 251,230 | $6.51M | 0.2% | N/A | 1.419% | |
11/12/2024 | Raymond James Trust N.A. | 15,057 | $390K | 0.0% | N/A | 0.085% | |
11/5/2024 | Souders Financial Advisors | 268,707 | $6.96M | 1.0% | +13.3% | 1.518% | |
11/5/2024 | Harbour Investments Inc. | 32,070 | $831K | 0.0% | -15.7% | 0.181% | |
11/1/2024 | Beta Wealth Group Inc. | 288,115 | $7.47M | 3.4% | N/A | 1.628% | |
11/1/2024 | Smith Thornton Advisors LLC | 27,725 | $718K | 0.5% | N/A | 0.157% | |
10/29/2024 | TrueWealth Advisors LLC | 17,388 | $451K | 0.2% | +54.3% | 0.098% | |
10/25/2024 | Gateway Wealth Partners LLC | 8,494 | $220K | 0.1% | N/A | 0.048% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 35,513 | $920K | 0.1% | -21.6% | 0.201% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 115,875 | $3.00M | 0.0% | +106.7% | 0.655% | |
10/23/2024 | Burford Brothers Inc. | 37,531 | $972K | 0.5% | -2.2% | 0.212% | |
10/23/2024 | Financial Management Network Inc. | 100,437 | $2.59M | 0.5% | +21.3% | 0.567% | |
10/22/2024 | International Assets Investment Management LLC | 3,587,209 | $929.45M | 0.1% | +3,096.7% | 20.267% | |
10/22/2024 | Saxony Capital Management LLC | 95,226 | $2.47M | 2.3% | +330.0% | 0.538% | |
10/22/2024 | Private Advisor Group LLC | 195,486 | $5.07M | 0.0% | +464.6% | 1.104% | |
10/21/2024 | Trilogy Capital Inc. | 15,180 | $393K | 0.0% | +3.0% | 0.086% | |
10/18/2024 | Commonwealth Equity Services LLC | 1,470,612 | $38.10M | 0.1% | +14.1% | 8.309% | |
10/17/2024 | Inspire Advisors LLC | 81,389 | $2.11M | 0.3% | +15.9% | 0.460% | |
10/16/2024 | Bleakley Financial Group LLC | 47,283 | $1.23M | 0.0% | -4.0% | 0.267% | |
10/16/2024 | Good Life Advisors LLC | 15,466 | $401K | 0.0% | N/A | 0.087% | |
10/15/2024 | NBC Securities Inc. | 16,937 | $438K | 0.0% | -14.8% | 0.096% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 19,438 | $504K | 0.0% | +93.1% | 0.110% | |
10/9/2024 | LongView Wealth Management | 26,361 | $683K | 0.2% | +61.2% | 0.149% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 40,022 | $1.04M | 0.0% | +13.3% | 0.226% | |
10/3/2024 | Delta Financial Group Inc. | 9,243 | $239K | 0.1% | N/A | 0.052% | |
8/28/2024 | Kestra Investment Management LLC | 31,856 | $809K | 0.1% | N/A | 0.180% | |
8/28/2024 | Souders Financial Advisors | 237,239 | $6.03M | 0.9% | +3.1% | 1.340% | |
8/22/2024 | Cetera Investment Advisers | 964,072 | $24.50M | 0.1% | +2.6% | 5.447% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 70,863 | $1.80M | 0.0% | +171.4% | 0.400% | |
8/14/2024 | Bridgewealth Advisory Group LLC | 532,318 | $13.53M | 6.0% | +30.2% | 3.007% | |
8/8/2024 | Inspire Advisors LLC | 70,198 | $1.78M | 0.2% | +6.8% | 0.397% | |
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8/8/2024 | Envestnet Asset Management Inc. | 409,535 | $10.41M | 0.0% | +41.0% | 2.314% | |
8/6/2024 | Ausdal Financial Partners Inc. | 14,352 | $365K | 0.0% | N/A | 0.081% | |
8/5/2024 | Private Advisor Group LLC | 34,621 | $880K | 0.0% | +35.6% | 0.196% | |
7/31/2024 | Commonwealth Equity Services LLC | 1,288,566 | $32.74M | 0.1% | +2.3% | 7.280% | |
7/31/2024 | Rothschild Investment LLC | 155,482 | $3.95M | 0.3% | N/A | 0.878% | |
7/30/2024 | New England Capital Financial Advisors LLC | 213,326 | $5.42M | 3.0% | +4.4% | 1.205% | |
7/29/2024 | Ameritas Advisory Services LLC | 136,064 | $3.46M | 0.1% | N/A | 0.769% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 152,989 | $3.89M | 0.0% | +8.5% | 0.864% | |
7/26/2024 | Saxony Capital Management LLC | 22,147 | $563K | 0.6% | N/A | 0.125% | |
7/24/2024 | TrueWealth Advisors LLC | 11,271 | $286K | 0.1% | N/A | 0.064% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 45,287 | $1.15M | 0.2% | -7.1% | 0.256% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 10,065 | $257K | 0.0% | -6.8% | 0.057% | |
7/22/2024 | Atria Wealth Solutions Inc. | 74,003 | $1.88M | 0.0% | +133.3% | 0.418% | |
7/22/2024 | LongView Wealth Management | 16,355 | $416K | 0.2% | N/A | 0.092% | |
7/20/2024 | Continuum Advisory LLC | 39,052 | $992K | 0.1% | +12.9% | 0.221% | |
7/19/2024 | Western Wealth Management LLC | 28,573 | $726K | 0.1% | +25.9% | 0.161% | |
7/17/2024 | DeDora Capital Inc. | 57,332 | $1.46M | 0.4% | +4.5% | 0.324% | |
7/16/2024 | Lodestone Wealth Management LLC | 98,262 | $2.50M | 1.3% | +2.7% | 0.555% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 56,073 | $1.43M | 0.0% | +227.2% | 0.317% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 35,328 | $898K | 0.0% | N/A | 0.200% | |
7/10/2024 | Simplicity Wealth LLC | 49,248 | $1.25M | 0.0% | +32.7% | 0.278% | |
7/8/2024 | ST Germain D J Co. Inc. | 5,701 | $145K | 0.0% | -44.2% | 0.032% | |
5/24/2024 | Cetera Advisor Networks LLC | 600,453 | $15.25M | 0.1% | +2.7% | 3.392% | |
5/24/2024 | Cetera Advisors LLC | 159,209 | $4.04M | 0.0% | +1.0% | 0.899% | |
5/24/2024 | Cetera Investment Advisers | 939,813 | $23.87M | 0.1% | +511.3% | 5.310% | |
5/16/2024 | Jane Street Group LLC | 182,894 | $4.65M | 0.0% | -44.5% | 1.033% | |
5/14/2024 | Capital International Investors | 110,000 | $2.79M | 0.0% | -8.3% | 0.621% | |
5/14/2024 | Capital Group Private Client Services Inc. | 355,038 | $9.02M | 0.1% | +105.6% | 2.006% | |
5/14/2024 | OLD Mission Capital LLC | 142,297 | $3.61M | 0.1% | +308.7% | 0.804% | |
5/10/2024 | Osaic Holdings Inc. | 551,528 | $14.01M | 0.0% | +8.7% | 3.116% | |
5/9/2024 | Souders Financial Advisors | 230,040 | $5.84M | 0.9% | +11.9% | 1.300% | |
5/8/2024 | Bleakley Financial Group LLC | 37,119 | $943K | 0.0% | +2.2% | 0.210% | |
5/8/2024 | Avantax Advisory Services Inc. | 61,212 | $1.55M | 0.0% | -9.7% | 0.346% | |
5/8/2024 | Inspire Advisors LLC | 65,741 | $1.67M | 0.2% | +14.2% | 0.371% | |
5/7/2024 | WNY Asset Management LLC | 514,624 | $13.07M | 2.0% | +1,207.3% | 2.907% | |
5/2/2024 | New England Capital Financial Advisors LLC | 204,297 | $5.19M | 2.9% | +3.1% | 1.202% | |
5/2/2024 | Lincoln National Corp | 493,397 | $12.53M | 0.2% | +16.8% | 2.902% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 10,805 | $275K | 0.0% | +60.7% | 0.064% | |
4/30/2024 | Private Advisor Group LLC | 25,538 | $649K | 0.0% | +20.8% | 0.150% | |
4/30/2024 | Hartline Investment Corp | 48,766 | $1.24M | 0.2% | N/A | 0.287% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,259,146 | $31.98M | 0.1% | +1.2% | 7.407% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 121,897 | $3.10M | 0.1% | +22.1% | 0.717% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 140,943 | $3.58M | 0.0% | +10.9% | 0.829% | |
4/24/2024 | SOL Capital Management CO | 111,392 | $2.83M | 0.4% | +3.8% | 0.655% | |
4/24/2024 | Simplicity Wealth LLC | 37,119 | $943K | 0.0% | N/A | 0.218% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 64,342 | $1.63M | 0.0% | N/A | 0.378% | |
4/22/2024 | Financial Management Network Inc. | 74,958 | $1.91M | 0.5% | +8.1% | 0.441% | |
4/18/2024 | Bridgewealth Advisory Group LLC | 408,949 | $10.39M | 5.1% | +206.0% | 2.406% | |
4/17/2024 | Trilogy Capital Inc. | 11,090 | $282K | 0.0% | N/A | 0.107% | |
4/16/2024 | DeDora Capital Inc. | 54,882 | $1.39M | 0.4% | +14.1% | 0.323% | |
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4/12/2024 | CGN Advisors LLC | 12,817 | $325K | 0.0% | +10.8% | 0.123% | |
4/11/2024 | International Assets Investment Management LLC | 111,881 | $2.84M | 0.1% | +20.4% | 1.076% | |
4/5/2024 | NBC Securities Inc. | 20,286 | $515K | 0.0% | -5.3% | 0.195% | |
2/21/2024 | WNY Asset Management LLC | 39,365 | $1.00M | 0.2% | +46.7% | 0.379% | |
2/13/2024 | Cetera Advisor Networks LLC | 584,699 | $14.88M | 0.1% | +6.8% | 5.622% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 127,084 | $3.23M | 0.0% | +50.6% | 1.222% | |
2/9/2024 | BlackDiamond Wealth Management LLC | 116,289 | $2.96M | 2.2% | -18.7% | 1.118% | |
2/9/2024 | UBS Group AG | 237,242 | $6.04M | 0.0% | -0.5% | 2.281% | |
2/7/2024 | Avantax Advisory Services Inc. | 67,788 | $1.73M | 0.0% | -14.3% | 0.652% | |
2/7/2024 | NBC Securities Inc. | 21,429 | $545K | 0.1% | -1.9% | 0.206% | |