10/28/2024 | Meitav Investment House Ltd. | 37,006 | $3.72M | 0.1% | +83.1% | 0.243% | |
10/25/2024 | Highline Wealth Partners LLC | 59,127 | $5.94M | 2.0% | N/A | 0.389% | |
10/25/2024 | Creekmur Asset Management LLC | 382,135 | $38.41M | 9.0% | +32.9% | 2.514% | |
10/25/2024 | Gateway Wealth Partners LLC | 7,982 | $802K | 0.2% | N/A | 0.053% | |
10/25/2024 | Cantor Fitzgerald Investment Advisors L.P. | 2,160 | $217K | 0.0% | N/A | 0.014% | |
10/24/2024 | Peterson Wealth Advisors LLC | 123,846 | $12.45M | 2.4% | N/A | 0.815% | |
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10/24/2024 | Wealth Enhancement Advisory Services LLC | 87,144 | $8.76M | 0.0% | +14.5% | 0.573% | |
10/24/2024 | PFG Investments LLC | 3,408 | $343K | 0.0% | +18.8% | 0.022% | |
10/23/2024 | Woodard & Co. Asset Management Group Inc. ADV | 63,171 | $6.35M | 1.4% | +64.3% | 0.416% | |
10/22/2024 | Global X Japan Co. Ltd. | 320,083 | $32.17M | 4.1% | -43.1% | 2.106% | |
10/21/2024 | McElhenny Sheffield Capital Management LLC | 9,603 | $965K | 0.3% | N/A | 0.063% | |
10/18/2024 | Accurate Wealth Management LLC | 242,492 | $24.32M | 4.8% | N/A | 1.595% | |
10/17/2024 | Inspire Advisors LLC | 55,403 | $5.57M | 0.7% | N/A | 0.364% | |
10/16/2024 | Nottingham Advisors Inc. | 24,885 | $2.50M | 0.3% | +37.2% | 0.164% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 5,762 | $579K | 0.1% | N/A | 0.038% | |
10/10/2024 | Hart & Patterson Financial Group LLC | 2,026 | $204K | 0.1% | N/A | 0.013% | |
10/9/2024 | Castle Rock Wealth Management LLC | 10,234 | $1.03M | 0.2% | N/A | 0.067% | |
10/9/2024 | San Luis Wealth Advisors LLC | 4,461 | $448K | 0.1% | -69.7% | 0.029% | |
10/4/2024 | HBW Advisory Services LLC | 2,474 | $249K | 0.0% | N/A | 0.016% | |
9/23/2024 | Centaurus Financial Inc. | 1,351 | $136K | 0.0% | -99.6% | 0.009% | |
8/22/2024 | Cetera Investment Advisers | 23,945 | $2.41M | 0.0% | -65.4% | 0.158% | |
8/21/2024 | Truist Financial Corp | 34,977 | $3.51M | 0.0% | -69.0% | 0.230% | |
8/13/2024 | Alaethes Wealth LLC | 59,510 | $5.98M | 2.5% | -72.4% | 0.392% | |
8/8/2024 | Envestnet Asset Management Inc. | 27,670 | $2.78M | 0.0% | -72.6% | 0.182% | |
8/8/2024 | Beverly Hills Private Wealth LLC | 12,720 | $1.28M | 0.3% | -73.1% | 0.084% | |
8/8/2024 | LPL Financial LLC | 445,091 | $44.72M | 0.0% | -75.0% | 2.928% | |
8/7/2024 | MGO One Seven LLC | 18,942 | $1.90M | 0.1% | -54.1% | 0.125% | |
8/7/2024 | Global X Japan Co. Ltd. | 562,691 | $56.53M | 8.0% | N/A | 3.702% | |
8/7/2024 | PFG Investments LLC | 2,868 | $288K | 0.0% | N/A | 0.019% | |
8/3/2024 | Nottingham Advisors Inc. | 18,135 | $1.82M | 0.2% | -70.0% | 0.119% | |
7/31/2024 | Commonwealth Equity Services LLC | 9,913 | $996K | 0.0% | -54.7% | 0.065% | |
7/31/2024 | Concurrent Investment Advisors LLC | 6,339 | $637K | 0.0% | -80.5% | 0.042% | |
7/31/2024 | Rothschild Investment LLC | 4,250 | $427K | 0.0% | N/A | 0.028% | |
7/30/2024 | Wolf Group Capital Advisors | 5,800 | $583K | 0.2% | N/A | 0.038% | |
7/30/2024 | Curtis Advisory Group LLC | 95,744 | $9.62M | 3.4% | N/A | 0.630% | |
7/29/2024 | Meitav Investment House Ltd. | 20,216 | $2.03M | 0.0% | N/A | 0.133% | |
7/23/2024 | PSI Advisors LLC | 918 | $92K | 0.0% | +207.0% | 0.006% | |
7/18/2024 | Brookstone Capital Management | 18,232 | $1.83M | 0.0% | N/A | 0.120% | |
7/17/2024 | Epic Trust Investment Advisors LLC | 7,911 | $795K | 0.9% | N/A | 0.052% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 76,136 | $7.65M | 0.0% | -72.6% | 0.501% | |
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5/24/2024 | Cetera Advisors LLC | 62,785 | $1.58M | 0.0% | +58.5% | 0.413% | |
5/24/2024 | Cetera Investment Advisers | 69,154 | $1.74M | 0.0% | N/A | 0.455% | |
5/14/2024 | CreativeOne Wealth LLC | 76,889 | $1.93M | 0.1% | +2.9% | 0.506% | |
5/7/2024 | Concurrent Investment Advisors LLC | 32,463 | $815K | 0.0% | -14.5% | 0.214% | |
4/30/2024 | Commonwealth Equity Services LLC | 21,900 | $550K | 0.0% | N/A | 0.144% | |
4/25/2024 | Capital Investment Advisory Services LLC | 21,902 | $550K | 0.1% | N/A | 0.152% | |
4/25/2024 | L.M. Kohn & Company | 38,900 | $977K | 0.3% | -19.5% | 0.271% | |
4/23/2024 | Global Retirement Partners LLC | 3,717 | $93K | 0.0% | -53.6% | 0.026% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 278,042 | $6.98M | 0.0% | N/A | 1.934% | |
4/11/2024 | San Luis Wealth Advisors LLC | 60,550 | $1.52M | 0.8% | +118.4% | 2.816% | |
2/26/2024 | Centaurus Financial Inc. | 74,268 | $1.86M | 0.1% | N/A | 3.454% | |
2/12/2024 | Alaethes Wealth LLC | 158,658 | $3.97M | 1.9% | N/A | 7.379% | |
2/9/2024 | CreativeOne Wealth LLC | 74,739 | $1.87M | 0.1% | -21.6% | 3.476% | |
2/9/2024 | L.M. Kohn & Company | 48,300 | $1.21M | 0.4% | N/A | 2.247% | |
2/7/2024 | Avantax Advisory Services Inc. | 26,547 | $664K | 0.0% | N/A | 1.235% | |
2/2/2024 | Truist Financial Corp | 74,204 | $1.86M | 0.0% | N/A | 3.451% | |
1/30/2024 | Prosperity Wealth Management Inc. | 66,596 | $1.67M | 1.1% | N/A | 3.097% | |
1/29/2024 | Nottingham Advisors Inc. | 18,705 | $468K | 0.1% | N/A | 0.870% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 459,158 | $11.49M | 0.0% | +38.5% | 21.356% | |
1/24/2024 | Stratos Wealth Partners LTD. | 8,014 | $201K | 0.0% | N/A | 0.373% | |
1/18/2024 | Global Retirement Partners LLC | 8,014 | $201K | 0.0% | N/A | 0.373% | |
1/17/2024 | San Luis Wealth Advisors LLC | 27,721 | $694K | 0.3% | +235.2% | 1.289% | |
1/16/2024 | HBW Advisory Services LLC | 42,525 | $1.06M | 0.2% | N/A | 1.978% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 19,695 | $493K | 0.0% | N/A | 0.916% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 1,809 | $45K | 0.0% | N/A | 0.084% | |
10/31/2023 | San Luis Wealth Advisors LLC | 8,269 | $208K | 0.1% | N/A | 0.385% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 331,518 | $8.33M | 0.0% | +314.4% | 15.419% | |
10/17/2023 | CreativeOne Wealth LLC | 95,282 | $2.39M | 0.2% | N/A | 4.432% | |