11/4/2024 | Bond & Devick Financial Network Inc. | 81,375 | $3.07M | 1.3% | N/A | 0.690% | |
11/1/2024 | Atria Investments Inc | 48,112 | $1.81M | 0.0% | -1.8% | 0.408% | |
11/1/2024 | Able Wealth Management LLC | 25,198 | $949K | 0.7% | +21.6% | 0.214% | |
10/31/2024 | Trademark Financial Management LLC | 42,120 | $1.59M | 1.3% | N/A | 0.357% | |
10/31/2024 | Concurrent Investment Advisors LLC | 259,456 | $9.77M | 0.3% | +0.1% | 2.199% | |
10/29/2024 | swisspartners Advisors Ltd | 214,200 | $8.07M | 6.3% | N/A | 1.815% | |
|
10/29/2024 | Luken Investment Analytics LLC | 30,524 | $1.15M | 0.5% | -80.6% | 0.259% | |
10/29/2024 | Tower Wealth Partners Inc. | 150,121 | $5.66M | 3.3% | +0.4% | 1.272% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 35,847 | $1.35M | 0.1% | +10.8% | 0.304% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 105,795 | $3.99M | 0.3% | -1.1% | 0.897% | |
10/28/2024 | US Bancorp DE | 1,499 | $56K | 0.0% | +124.7% | 0.013% | |
10/25/2024 | Financial Advocates Investment Management | 14,668 | $553K | 0.0% | -5.3% | 0.124% | |
10/24/2024 | Old Port Advisors | 114,585 | $4.32M | 1.2% | -2.3% | 0.971% | |
10/23/2024 | Silver Oak Securities Incorporated | 46,716 | $1.78M | 0.2% | -3.4% | 0.396% | |
10/23/2024 | RiverTree Advisors LLC | 18,956 | $714K | 0.5% | N/A | 0.161% | |
10/22/2024 | Private Advisor Group LLC | 10,288 | $388K | 0.0% | -10.9% | 0.087% | |
10/22/2024 | Maryland Capital Advisors Inc. | 15,682 | $591K | 0.3% | -2.9% | 0.133% | |
10/21/2024 | Rodgers & Associates LTD | 50,930 | $1.92M | 0.2% | +2.6% | 0.432% | |
10/21/2024 | Foundations Investment Advisors LLC | 8,981 | $338K | 0.0% | +9.1% | 0.076% | |
10/18/2024 | Stratos Wealth Advisors LLC | 35,451 | $1.34M | 0.1% | +1.6% | 0.300% | |
10/17/2024 | Drake & Associates LLC | 196,845 | $7.42M | 2.4% | +6.7% | 1.668% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 8,475 | $319K | 0.1% | N/A | 0.072% | |
10/16/2024 | Asset Dedication LLC | 30,925 | $1.17M | 0.1% | -20.6% | 0.262% | |
10/15/2024 | RDA Financial Network | 34,922 | $1.32M | 0.4% | +4.3% | 0.296% | |
10/11/2024 | Creative Planning | 6,416 | $242K | 0.0% | N/A | 0.054% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 65,568 | $2.47M | 0.4% | +0.6% | 0.556% | |
10/10/2024 | Simplicity Wealth LLC | 6,953 | $262K | 0.0% | N/A | 0.059% | |
10/9/2024 | Financial Advisory Partners LLC | 7,212 | $272K | 0.1% | +6.0% | 0.061% | |
9/23/2024 | Centaurus Financial Inc. | 170,221 | $6.01M | 0.4% | N/A | 1.443% | |
8/22/2024 | Cetera Investment Advisers | 100,341 | $3.54M | 0.0% | +200.7% | 0.850% | |
8/21/2024 | Truist Financial Corp | 55,505 | $1.96M | 0.0% | -18.9% | 0.470% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 81,863 | $2.89M | 0.0% | +19.1% | 0.694% | |
8/13/2024 | AE Wealth Management LLC | 404,572 | $14.28M | 0.1% | -24.8% | 3.429% | |
8/12/2024 | Cowa LLC | 5,966 | $211K | 0.1% | N/A | 0.051% | |
8/12/2024 | WCG Wealth Advisors LLC | 13,681 | $483K | 0.0% | N/A | 0.116% | |
8/10/2024 | Tower Wealth Partners Inc. | 149,546 | $5.28M | 3.3% | N/A | 1.267% | |
8/8/2024 | Envestnet Asset Management Inc. | 115,293 | $4.07M | 0.0% | -14.0% | 0.977% | |
8/8/2024 | Thoroughbred Financial Services LLC | 7,302 | $257K | 0.0% | N/A | 0.062% | |
8/8/2024 | Scarborough Advisors LLC | 859 | $30K | 0.0% | N/A | 0.007% | |
8/8/2024 | Luken Investment Analytics LLC | 157,245 | $5.55M | 2.8% | N/A | 1.333% | |
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8/3/2024 | SouthState Corp | 2,983 | $105K | 0.0% | N/A | 0.025% | |
8/2/2024 | Foundations Investment Advisors LLC | 8,233 | $291K | 0.0% | -7.4% | 0.070% | |
7/31/2024 | Commonwealth Equity Services LLC | 99,678 | $3.52M | 0.0% | +87.6% | 0.845% | |
7/31/2024 | Concurrent Investment Advisors LLC | 259,099 | $9.15M | 0.3% | -0.5% | 2.196% | |
7/30/2024 | ESG Planning DBA Harper Investing | 28,798 | $1.02M | 1.0% | +155.6% | 0.244% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 62,438 | $2.20M | 0.2% | +12.5% | 0.529% | |
7/26/2024 | WealthShield Partners LLC | 56,737 | $2.00M | 0.3% | -2.3% | 0.481% | |
7/25/2024 | Systelligence LLC | 171,725 | $6.06M | 1.6% | -7.2% | 1.455% | |
7/25/2024 | Pineridge Advisors LLC | 1,626 | $57K | 0.0% | -35.9% | 0.014% | |
7/24/2024 | Premier Path Wealth Partners LLC | 68,240 | $2.41M | 0.4% | +2.9% | 0.578% | |
7/20/2024 | Continuum Advisory LLC | 4,279 | $151K | 0.0% | +27.2% | 0.036% | |
7/18/2024 | Old Port Advisors | 117,241 | $4.14M | 1.2% | -2.2% | 0.994% | |
7/18/2024 | Triad Wealth Partners LLC | 1,458 | $51K | 0.0% | N/A | 0.012% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 65,162 | $2.30M | 0.4% | +68.6% | 0.552% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 10,030 | $354K | 0.0% | -11.3% | 0.085% | |
7/16/2024 | Insight Advisors LLC PA | 24,999 | $882K | 0.2% | -35.3% | 0.212% | |
7/15/2024 | SMI Advisory Services LLC | 174,813 | $6.30M | 1.6% | -2.4% | 1.481% | |
7/10/2024 | RDA Financial Network | 33,477 | $1.18M | 0.4% | N/A | 0.284% | |
6/26/2024 | Old Port Advisors | 119,899 | $4.02M | 1.2% | -4.6% | 1.016% | |
5/24/2024 | Cetera Advisors LLC | 22,006 | $737K | 0.0% | -26.3% | 0.186% | |
5/17/2024 | Pineridge Advisors LLC | 2,538 | $85K | 0.0% | -36.0% | 0.022% | |
5/16/2024 | Jane Street Group LLC | 226,918 | $7.60M | 0.0% | -21.8% | 1.923% | |
5/16/2024 | Slagle Financial LLC | 7,322 | $245K | 0.1% | -55.8% | 0.062% | |
5/10/2024 | Rodgers & Associates LTD | 17,666 | $592K | 0.1% | +49.3% | 0.150% | |
5/7/2024 | Concurrent Investment Advisors LLC | 260,491 | $8.73M | 0.3% | -1.9% | 2.208% | |
5/7/2024 | Insight Advisors LLC PA | 38,655 | $1.30M | 0.2% | -33.3% | 0.328% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,314 | $379K | 0.0% | -6.9% | 0.096% | |
5/2/2024 | ESG Planning DBA Harper Investing | 11,266 | $378K | 0.4% | N/A | 0.101% | |
4/29/2024 | Commonwealth Equity Services LLC | 53,125 | $1.78M | 0.0% | +142.6% | 0.476% | |
4/24/2024 | Premier Path Wealth Partners LLC | 66,348 | $2.23M | 0.4% | +27.1% | 0.595% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 55,494 | $1.86M | 0.2% | +82.9% | 0.498% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 251,859 | $8.44M | 0.0% | +35.9% | 2.259% | |
4/18/2024 | Miracle Mile Advisors LLC | 8,022 | $269K | 0.0% | -20.9% | 0.102% | |
4/16/2024 | Financial Management Professionals Inc. | 66,358 | $2.22M | 0.3% | -8.3% | 0.840% | |
4/15/2024 | SMI Advisory Services LLC | 179,025 | $6.04M | 1.7% | -44.5% | 2.266% | |
4/12/2024 | Systelligence LLC | 185,027 | $6.20M | 1.6% | -0.2% | 2.342% | |
4/11/2024 | Maryland Capital Advisors Inc. | 16,259 | $545K | 0.3% | -3.2% | 0.206% | |
3/5/2024 | Slagle Financial LLC | 16,554 | $538K | 0.1% | +92.8% | 0.210% | |
3/1/2024 | Pineridge Advisors LLC | 3,967 | $129K | 0.0% | N/A | 0.050% | |
2/14/2024 | Connectus Wealth LLC | 39,239 | $1.28M | 0.0% | N/A | 0.497% | |
2/12/2024 | Avestar Capital LLC | 152,400 | $4.96M | 0.6% | N/A | 1.929% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 30,333 | $986K | 0.1% | N/A | 0.384% | |
2/9/2024 | Wells Fargo & Company MN | 285,331 | $9.28M | 0.0% | +15.4% | 3.612% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 27,480 | $894K | 0.1% | +29.1% | 0.348% | |
2/9/2024 | UBS Group AG | 271,142 | $8.82M | 0.0% | +1.2% | 3.432% | |
2/8/2024 | Financial Advocates Investment Management | 16,382 | $533K | 0.0% | -2.7% | 0.207% | |
2/8/2024 | Foundations Investment Advisors LLC | 8,918 | $287K | 0.0% | -32.1% | 0.113% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 12,155 | $395K | 0.0% | +2.6% | 0.154% | |
2/7/2024 | Calton & Associates Inc. | 7,223 | $235K | 0.1% | N/A | 0.091% | |
2/6/2024 | Cherry Tree Wealth Management LLC | 9,265 | $301K | 0.1% | -3.6% | 0.117% | |
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2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,378 | $207K | 0.0% | -11.1% | 0.081% | |
2/6/2024 | Private Advisor Group LLC | 11,659 | $379K | 0.0% | +9.8% | 0.148% | |
2/6/2024 | M&T Bank Corp | 332,943 | $10.83M | 0.0% | -2.8% | 4.214% | |
2/2/2024 | Truist Financial Corp | 68,548 | $2.23M | 0.0% | -1.5% | 0.868% | |
2/2/2024 | Rodgers & Associates LTD | 11,830 | $385K | 0.1% | N/A | 0.150% | |
2/2/2024 | Atria Wealth Solutions Inc. | 12,189 | $396K | 0.0% | +2.9% | 0.154% | |
1/30/2024 | Crescent Grove Advisors LLC | 9,127 | $297K | 0.0% | -4.3% | 0.116% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 45,516 | $1.48M | 0.3% | +6.2% | 0.576% | |
1/24/2024 | Stratos Wealth Advisors LLC | 27,312 | $888K | 0.1% | N/A | 0.346% | |
1/23/2024 | Insight Advisors LLC PA | 57,923 | $1.88M | 0.4% | +84.1% | 0.733% | |