10/24/2024 | TruNorth Capital Management LLC | 305,906 | $5.65M | 1.7% | +7.5% | 1.336% | |
10/16/2024 | Kaydan Wealth Management Inc. | 22,172 | $410K | 0.1% | +36.3% | 0.097% | |
10/11/2024 | Accelerate Investment Advisors LLC | 22,591 | $417K | 0.4% | N/A | 0.099% | |
10/7/2024 | Prentice Wealth Management LLC | 517,193 | $9.56M | 2.8% | +2.9% | 2.258% | |
8/22/2024 | Cetera Investment Advisers | 88,728 | $1.57M | 0.0% | -8.8% | 0.387% | |
8/8/2024 | Envestnet Asset Management Inc. | 111,385 | $1.97M | 0.0% | +9.5% | 0.486% | |
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8/8/2024 | HBK Sorce Advisory LLC | 71,753 | $1.27M | 0.0% | -41.1% | 0.313% | |
7/31/2024 | Commonwealth Equity Services LLC | 64,741 | $1.14M | 0.0% | +2.0% | 0.283% | |
7/31/2024 | Concurrent Investment Advisors LLC | 16,701 | $295K | 0.0% | N/A | 0.073% | |
7/30/2024 | Pine Valley Investments Ltd Liability Co | 928,973 | $16.39M | 1.1% | +3.4% | 4.057% | |
7/30/2024 | Millington Financial Advisors LLC | 48,081 | $848K | 0.6% | +1.7% | 0.210% | |
7/29/2024 | Ameritas Advisory Services LLC | 18,209 | $321K | 0.0% | -18.8% | 0.080% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 15,880 | $280K | 0.1% | +6.0% | 0.069% | |
7/18/2024 | TruNorth Capital Management LLC | 284,520 | $5.02M | 1.6% | +4.2% | 1.242% | |
7/16/2024 | Financial Insights Inc. | 12,439 | $219K | 0.1% | -13.0% | 0.054% | |
7/11/2024 | Prentice Wealth Management LLC | 502,801 | $8.87M | 2.9% | +13.7% | 2.196% | |
6/17/2024 | TruNorth Capital Management LLC | 273,135 | $4.86M | 1.7% | N/A | 1.193% | |
5/24/2024 | Cetera Investment Advisers | 97,311 | $1.73M | 0.0% | N/A | 0.425% | |
5/16/2024 | Jane Street Group LLC | 559,890 | $9.96M | 0.0% | +8.5% | 2.445% | |
5/10/2024 | First Foundation Advisors | 55,078 | $979K | 0.0% | -48.4% | 0.241% | |
5/9/2024 | HBK Sorce Advisory LLC | 121,787 | $2.17M | 0.1% | -31.7% | 0.532% | |
5/9/2024 | New Insight Wealth Advisors | 159,630 | $2.84M | 1.8% | +3.7% | 0.697% | |
5/3/2024 | Rehmann Capital Advisory Group | 88,058 | $1.57M | 0.1% | +6.8% | 0.376% | |
4/30/2024 | Commonwealth Equity Services LLC | 63,492 | $1.13M | 0.0% | -6.3% | 0.271% | |
4/26/2024 | Financial Insights Inc. | 14,302 | $254K | 0.1% | -11.5% | 0.061% | |
4/23/2024 | Global Retirement Partners LLC | 9,951 | $177K | 0.0% | -24.0% | 0.043% | |
4/15/2024 | Prentice Wealth Management LLC | 442,263 | $7.86M | 2.7% | +4.3% | 1.791% | |
4/12/2024 | Kaydan Wealth Management Inc. | 15,911 | $283K | 0.1% | N/A | 0.064% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 589,021 | $10.63M | 0.8% | +15.7% | 2.385% | |
2/9/2024 | Advisory Services Network LLC | 9,477 | $171K | 0.0% | N/A | 0.038% | |
2/9/2024 | Wells Fargo & Company MN | 737,751 | $13.32M | 0.0% | -1.8% | 2.987% | |
2/7/2024 | Avantax Advisory Services Inc. | 70,592 | $1.27M | 0.0% | N/A | 0.286% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 50,731 | $916K | 0.5% | +4.7% | 0.205% | |
2/7/2024 | Acorn Wealth Advisors LLC | 38,795 | $700K | 0.4% | N/A | 0.157% | |
2/6/2024 | Private Advisor Group LLC | 66,503 | $1.20M | 0.0% | +7.8% | 0.269% | |
2/2/2024 | Atria Wealth Solutions Inc. | 32,775 | $592K | 0.0% | -3.0% | 0.133% | |
2/1/2024 | Millington Financial Advisors LLC | 45,759 | $826K | 0.7% | -6.4% | 0.185% | |
2/1/2024 | CWM LLC | 17,015 | $307K | 0.0% | N/A | 0.069% | |
1/30/2024 | Imprint Wealth LLC | 18,566 | $335K | 0.3% | +3.5% | 0.075% | |
1/25/2024 | HBK Sorce Advisory LLC | 178,391 | $3.22M | 0.1% | -6.1% | 0.722% | |
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1/25/2024 | Financial Insights Inc. | 16,160 | $292K | 0.1% | -11.8% | 0.065% | |
1/24/2024 | International Assets Investment Management LLC | 11,877 | $214K | 0.0% | N/A | 0.048% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 15,080 | $272K | 0.1% | +10.7% | 0.061% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 1,927 | $35K | 0.0% | -58.9% | 0.008% | |
1/18/2024 | Global Retirement Partners LLC | 13,085 | $233K | 0.0% | -7.0% | 0.053% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 45,669 | $824K | 0.0% | -27.9% | 0.185% | |
1/16/2024 | Raymond James & Associates | 70,195 | $1.27M | 0.0% | +32.1% | 0.284% | |
1/11/2024 | Prentice Wealth Management LLC | 423,867 | $7.65M | 3.0% | +6.3% | 1.716% | |
1/8/2024 | Fragasso Group Inc. | 15,354 | $277K | 0.0% | N/A | 0.062% | |
12/7/2023 | Financial Insights Inc. | 18,325 | $303K | 0.1% | N/A | 0.074% | |
11/16/2023 | First Foundation Advisors | 118,415 | $1.99M | 0.1% | -4.1% | 0.479% | |
11/15/2023 | WealthPlan Investment Management LLC | 11,380 | $192K | 0.0% | +2,280.8% | 0.046% | |
11/15/2023 | Ameriprise Financial Inc. | 7,844,184 | $132.05M | 0.0% | +2.6% | 31.758% | |
11/14/2023 | Rehmann Capital Advisory Group | 73,233 | $1.24M | 0.1% | +74.6% | 0.296% | |
11/13/2023 | LPL Financial LLC | 311,657 | $5.25M | 0.0% | +8.0% | 1.262% | |
11/9/2023 | Collaborative Wealth Managment Inc. | 48,437 | $815K | 0.5% | -7.8% | 0.196% | |
11/9/2023 | WealthPlan Investment Management LLC | 11,380 | $192K | 0.0% | +2,280.8% | 0.046% | |
11/8/2023 | Pine Valley Investments Ltd Liability Co | 509,282 | $8.57M | 0.8% | +12.3% | 2.062% | |
11/8/2023 | Janney Montgomery Scott LLC | 16,440 | $277K | 0.0% | -13.4% | 0.067% | |
11/8/2023 | Atria Wealth Solutions Inc. | 33,775 | $569K | 0.0% | +12.4% | 0.137% | |
11/6/2023 | GYL Financial Synergies LLC | 111,548 | $1.88M | 0.2% | +58.3% | 0.452% | |
11/6/2023 | HBK Sorce Advisory LLC | 190,024 | $3.20M | 0.1% | -14.9% | 0.769% | |
11/3/2023 | Private Advisor Group LLC | 61,670 | $1.04M | 0.0% | -4.8% | 0.250% | |
11/2/2023 | Millington Financial Advisors LLC | 48,892 | $823K | 0.7% | +2.9% | 0.198% | |
11/1/2023 | Orion Portfolio Solutions LLC | 52,345 | $881K | 0.0% | +2.6% | 0.212% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 5,329 | $90K | 0.0% | +119.1% | 0.022% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 63,366 | $1.07M | 0.0% | -70.1% | 0.257% | |
10/24/2023 | Raymond James & Associates | 53,118 | $894K | 0.0% | -1.8% | 0.215% | |
10/23/2023 | Commonwealth Equity Services LLC | 165,659 | $2.79M | 0.0% | -11.5% | 0.671% | |
10/20/2023 | Walkner Condon Financial Advisors LLC | 13,620 | $229K | 0.1% | N/A | 0.055% | |
10/16/2023 | Prentice Wealth Management LLC | 398,818 | $6.71M | 3.0% | +4.6% | 1.615% | |
10/13/2023 | Global Retirement Partners LLC | 14,074 | $233K | 0.0% | -23.7% | 0.057% | |
8/14/2023 | First Foundation Advisors | 123,443 | $2.17M | 0.1% | -6.7% | 0.500% | |
8/10/2023 | Commonwealth Equity Services LLC | 187,216 | $3.30M | 0.0% | +39.9% | 0.758% | |
8/10/2023 | Private Advisor Group LLC | 64,753 | $1.14M | 0.0% | +48.9% | 0.262% | |
8/10/2023 | Cetera Advisor Networks LLC | 120,508 | $2.12M | 0.0% | +12.7% | 0.488% | |
8/8/2023 | Millington Financial Advisors LLC | 47,518 | $837K | 0.7% | -10.2% | 0.192% | |
8/7/2023 | Palo Alto Wealth Advisors LLC | 11,375 | $200K | 0.2% | N/A | 0.046% | |
8/4/2023 | HBK Sorce Advisory LLC | 223,296 | $3.93M | 0.2% | -51.1% | 0.852% | |
8/4/2023 | Envestnet Asset Management Inc. | 106,876 | $1.88M | 0.0% | +38.4% | 0.408% | |
8/3/2023 | Atria Wealth Solutions Inc. | 30,060 | $529K | 0.0% | -2.0% | 0.115% | |
8/2/2023 | Bank of Montreal Can | 129,725 | $2.29M | 0.0% | N/A | 0.495% | |
7/31/2023 | LPL Financial LLC | 288,569 | $5.08M | 0.0% | -3.1% | 1.101% | |
7/26/2023 | Janney Montgomery Scott LLC | 18,994 | $334K | 0.0% | -21.3% | 0.072% | |
7/26/2023 | Glass Jacobson Investment Advisors llc | 4,575 | $81K | 0.0% | N/A | 0.017% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 212,071 | $3.74M | 0.0% | -1.7% | 0.809% | |
7/25/2023 | WealthPlan Investment Management LLC | 478 | $46K | 0.0% | -80.3% | 0.002% | |
7/20/2023 | Global Retirement Partners LLC | 18,449 | $325K | 0.0% | +7.7% | 0.070% | |
7/19/2023 | Sloy Dahl & Holst LLC | 176,011 | $3.10M | 0.6% | +3.2% | 0.672% | |
7/14/2023 | Enzi Wealth | 63,687 | $1.13M | 0.6% | -72.7% | 0.243% | |
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7/13/2023 | Cambridge Investment Research Advisors Inc. | 19,534 | $344K | 0.0% | +43.5% | 0.075% | |
7/6/2023 | Prentice Wealth Management LLC | 381,298 | $6.72M | 3.0% | +4.2% | 1.455% | |
6/1/2023 | ORG Partners LLC | 14,689 | $262K | 0.1% | N/A | 0.056% | |
5/22/2023 | Ameriprise Financial Inc. | 7,540,201 | $134.74M | 0.0% | -10.1% | 28.779% | |
5/16/2023 | HBK Sorce Advisory LLC | 456,466 | $12.24M | 0.2% | N/A | 1.654% | |
5/11/2023 | Commonwealth Equity Services LLC | 133,808 | $2.39M | 0.0% | -8.7% | 0.485% | |
5/10/2023 | Atria Investments Inc | 64,396 | $1.15M | 0.0% | +5.0% | 0.233% | |
5/10/2023 | Private Advisor Group LLC | 43,495 | $777K | 0.0% | N/A | 0.158% | |
5/10/2023 | Resources Investment Advisors LLC. | 343,965 | $6.15M | 0.1% | -10.7% | 1.246% | |
5/10/2023 | LPL Financial LLC | 297,894 | $5.32M | 0.0% | -16.5% | 1.079% | |