11/15/2024 | Orion Portfolio Solutions LLC | 474,357 | $12.33M | 0.3% | -2.8% | 6.996% | |
11/15/2024 | National Bank of Canada FI | 16,354 | $425K | 0.0% | -2.2% | 0.241% | |
11/15/2024 | Jane Street Group LLC | 33,962 | $883K | 0.0% | N/A | 0.501% | |
11/15/2024 | Hernani LP | 98,212 | $5.06B | 39.3% | N/A | 1.449% | |
11/15/2024 | HighTower Advisors LLC | 239,038 | $6.21M | 0.0% | N/A | 3.526% | |
11/14/2024 | CreativeOne Wealth LLC | 41,892 | $1.09M | 0.0% | +94.0% | 0.618% | |
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11/12/2024 | Optivise Advisory Services LLC | 40,698 | $1.06M | 0.6% | N/A | 0.600% | |
11/12/2024 | Nwam LLC | 30,011 | $780K | 0.0% | N/A | 0.443% | |
11/12/2024 | Altiora Financial Group LLC | 121,670 | $3.16M | 0.7% | N/A | 1.795% | |
11/8/2024 | Moors & Cabot Inc. | 13,400 | $348K | 0.0% | +70.7% | 0.198% | |
11/8/2024 | Prospera Private Wealth LLC | 9,190 | $239K | 0.0% | N/A | 0.136% | |
11/7/2024 | Napa Wealth Management | 44,646 | $1.16M | 0.5% | N/A | 0.658% | |
11/6/2024 | Simplify Asset Management Inc. | 54,118 | $1.41M | 0.1% | -32.3% | 0.798% | |
11/6/2024 | OneDigital Investment Advisors LLC | 85,514 | $2.22M | 0.0% | +51.7% | 1.261% | |
11/4/2024 | Axxcess Wealth Management LLC | 10,235 | $266K | 0.0% | N/A | 0.151% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 19,228 | $500K | 0.1% | N/A | 0.284% | |
11/1/2024 | Atria Investments Inc | 120,296 | $3.13M | 0.0% | +939.5% | 1.774% | |
11/1/2024 | SFG Wealth Management LLC. | 47,809 | $1.24M | 0.7% | -6.4% | 0.705% | |
10/31/2024 | Financial Enhancement Group LLC | 89,656 | $2.24M | 0.4% | -10.1% | 1.322% | |
10/29/2024 | Clear Creek Financial Management LLC | 331,465 | $8.62M | 1.0% | -13.9% | 4.889% | |
10/29/2024 | Farther Finance Advisors LLC | 2,900 | $75K | 0.0% | N/A | 0.043% | |
10/25/2024 | Great Diamond Partners LLC | 12,349 | $321K | 0.1% | N/A | 0.182% | |
10/25/2024 | Andina Capital Management LLC | 49,903 | $1.30M | 1.0% | +23.6% | 0.736% | |
10/24/2024 | Astor Investment Management LLC | 326,615 | $8.49M | 4.1% | N/A | 4.817% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 12,001 | $312K | 0.0% | +16.8% | 0.177% | |
10/23/2024 | Legacy Capital Group California Inc. | 72,998 | $1.90M | 0.6% | N/A | 1.077% | |
10/23/2024 | Cambridge Advisors Inc. | 20,585 | $535K | 0.1% | +9.1% | 0.304% | |
10/22/2024 | Private Advisor Group LLC | 23,464 | $610K | 0.0% | +31.6% | 0.346% | |
10/22/2024 | WT Wealth Management | 11,720 | $314K | 0.1% | N/A | 0.173% | |
10/21/2024 | Raleigh Capital Management Inc. | 6,589 | $171K | 0.1% | N/A | 0.097% | |
10/19/2024 | Longview Financial Advisors Inc. | 169,099 | $4.40M | 3.2% | +2.5% | 2.494% | |
10/16/2024 | Longview Financial Advisors Inc. | 156,321 | $4.06M | 3.7% | -5.2% | 2.306% | |
10/15/2024 | FMA Wealth Management LLC | 39,874 | $1.04M | 0.8% | +10.5% | 0.588% | |
10/11/2024 | ORG Partners LLC | 12,283 | $320K | 0.1% | -72.0% | 0.181% | |
10/11/2024 | ORG Wealth Partners LLC | 32,125 | $835K | 0.3% | N/A | 0.474% | |
10/10/2024 | Lloyd Advisory Services LLC. | 8,316 | $216K | 0.1% | N/A | 0.123% | |
10/10/2024 | Peak Financial Advisors LLC | 314,910 | $8.19M | 4.2% | +10.6% | 4.645% | |
10/8/2024 | CWM LLC | 11,756 | $306K | 0.0% | +53.9% | 0.173% | |
10/7/2024 | Miracle Mile Advisors LLC | 87,218 | $2.27M | 0.1% | -46.5% | 1.286% | |
8/13/2024 | Simplify Asset Management Inc. | 79,883 | $2.15M | 0.1% | -38.1% | 1.178% | |
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8/12/2024 | Brighton Jones LLC | 19,320 | $520K | 0.0% | +73.6% | 0.285% | |
8/8/2024 | Envestnet Asset Management Inc. | 78,409 | $2.11M | 0.0% | -8.6% | 1.156% | |
8/3/2024 | National Bank of Canada FI | 16,727 | $449K | 0.0% | +8.0% | 0.247% | |
8/2/2024 | Financial Enhancement Group LLC | 99,779 | $2.58M | 0.4% | +1.8% | 1.472% | |
8/2/2024 | Ferguson Shapiro LLC | 9,549 | $257K | 0.1% | N/A | 0.141% | |
7/31/2024 | Commonwealth Equity Services LLC | 23,586 | $635K | 0.0% | +180.0% | 0.348% | |
7/25/2024 | Clear Creek Financial Management LLC | 384,923 | $10.42M | 1.3% | +2.7% | 5.677% | |
7/25/2024 | Aries Wealth Management | 40,735 | $1.10M | 0.3% | +3.4% | 0.601% | |
7/22/2024 | Hobbs Group Advisors LLC | 4,780 | $129K | 0.0% | N/A | 0.071% | |
7/19/2024 | SFG Wealth Management LLC. | 51,074 | $1.38M | 0.8% | N/A | 0.753% | |
7/19/2024 | FMA Wealth Management LLC | 36,089 | $972K | 0.8% | +25.3% | 0.532% | |
7/18/2024 | Miracle Mile Advisors LLC | 163,137 | $4.39M | 0.1% | -0.5% | 2.406% | |
7/16/2024 | ORG Partners LLC | 43,829 | $1.18M | 0.1% | N/A | 0.646% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 10,273 | $277K | 0.0% | -84.7% | 0.152% | |
7/16/2024 | Andina Capital Management LLC | 40,364 | $1.09M | 0.8% | N/A | 0.595% | |
7/15/2024 | Sharp Financial Services LLC | 41,800 | $1.13M | 1.0% | N/A | 0.617% | |
7/12/2024 | Peak Financial Advisors LLC | 284,850 | $7.67M | 4.4% | +4.5% | 4.201% | |
7/11/2024 | Cambridge Advisors Inc. | 18,868 | $508K | 0.1% | +2.7% | 0.278% | |
7/10/2024 | CWM LLC | 7,640 | $206K | 0.0% | +28.6% | 0.113% | |
5/14/2024 | CreativeOne Wealth LLC | 12,911 | $322K | 0.0% | N/A | 0.190% | |
5/11/2024 | Ironsides Asset Advisors LLC | 10,590 | $264K | 0.1% | +13.2% | 0.156% | |
5/10/2024 | Nwam LLC | 26,257 | $711K | 0.1% | N/A | 0.387% | |
5/9/2024 | Orion Portfolio Solutions LLC | 519,975 | $12.97M | 0.1% | -10.0% | 7.669% | |
5/8/2024 | Avantax Advisory Services Inc. | 24,463 | $610K | 0.0% | -33.4% | 0.361% | |
4/30/2024 | Private Advisor Group LLC | 22,554 | $563K | 0.0% | -63.1% | 0.342% | |
4/26/2024 | Clear Creek Financial Management LLC | 374,917 | $9.35M | 1.2% | +26.0% | 5.681% | |
4/18/2024 | Miracle Mile Advisors LLC | 163,921 | $4.09M | 0.1% | -4.4% | 3.742% | |
4/16/2024 | Cambridge Advisors Inc. | 18,374 | $458K | 0.1% | +3.7% | 0.419% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 67,158 | $1.68M | 0.0% | N/A | 1.533% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 14,403 | $359K | 0.0% | +17.7% | 0.329% | |
4/15/2024 | Financial Enhancement Group LLC | 98,007 | $2.60M | 0.4% | +5.7% | 2.238% | |
4/12/2024 | Peak Financial Advisors LLC | 272,639 | $6.80M | 4.1% | +23.4% | 6.225% | |
2/9/2024 | FMA Wealth Management LLC | 14,609 | $345K | 0.3% | N/A | 0.334% | |
2/9/2024 | Orion Portfolio Solutions LLC | 577,625 | $13.87M | 0.2% | N/A | 13.188% | |
2/7/2024 | Avantax Advisory Services Inc. | 36,721 | $867K | 0.0% | +62.3% | 0.838% | |
2/6/2024 | Private Advisor Group LLC | 61,047 | $1.44M | 0.0% | -15.0% | 1.394% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 12,237 | $289K | 0.0% | +42.0% | 0.279% | |
2/6/2024 | National Bank of Canada FI | 11,994 | $285K | 0.0% | +19.8% | 0.274% | |
2/2/2024 | Truist Financial Corp | 16,252 | $384K | 0.0% | -56.1% | 0.371% | |
2/1/2024 | CWM LLC | 6,452 | $152K | 0.0% | +1,754.0% | 0.147% | |
1/29/2024 | ORG Partners LLC | 66,041 | $1.56M | 0.3% | +224.3% | 1.508% | |
1/24/2024 | Clear Creek Financial Management LLC | 297,475 | $7.02M | 1.1% | +134.7% | 6.792% | |
1/22/2024 | Miracle Mile Advisors LLC | 171,454 | $4.05M | 0.1% | N/A | 3.914% | |
1/19/2024 | Fermata Advisors LLC | 14,891 | $351K | 0.1% | +6.4% | 0.340% | |
1/18/2024 | Financial Enhancement Group LLC | 92,693 | $2.25M | 0.4% | +7.0% | 2.116% | |
1/17/2024 | Cambridge Advisors Inc. | 17,710 | $418K | 0.1% | +13.2% | 0.404% | |
1/16/2024 | Wealthsource Partners LLC | 58,763 | $1.39M | 0.1% | -15.3% | 1.342% | |
1/11/2024 | Aries Wealth Management | 39,320 | $928K | 0.3% | +21.7% | 0.898% | |
1/10/2024 | Peak Financial Advisors LLC | 220,945 | $5.21M | 3.5% | +4.5% | 5.044% | |
11/13/2023 | Bison Wealth LLC | 148,301 | $4.09M | 0.8% | N/A | 3.386% | |
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11/13/2023 | Cambria Investment Management L.P. | 45,026 | $1.24M | 0.1% | N/A | 1.028% | |
11/13/2023 | Envestnet Asset Management Inc. | 154,063 | $4.24M | 0.0% | -4.2% | 3.517% | |
11/13/2023 | Wealthsource Partners LLC | 69,370 | $1.91M | 0.1% | +31.8% | 1.584% | |
11/13/2023 | Kestra Advisory Services LLC | 8,905 | $245K | 0.0% | -11.5% | 0.203% | |
11/8/2023 | Avantax Advisory Services Inc. | 22,619 | $623K | 0.0% | N/A | 0.516% | |
11/8/2023 | Moors & Cabot Inc. | 9,600 | $264K | 0.0% | N/A | 0.219% | |
11/8/2023 | Kestra Private Wealth Services LLC | 7,282 | $201K | 0.0% | N/A | 0.166% | |
11/7/2023 | Fermata Advisors LLC | 13,999 | $386K | 0.1% | +46.9% | 0.320% | |
11/3/2023 | ORG Partners LLC | 20,367 | $561K | 0.2% | -69.4% | 0.465% | |
11/3/2023 | MGO One Seven LLC | 9,596 | $264K | 0.0% | N/A | 0.219% | |