11/15/2024 | MML Investors Services LLC | 32,622 | $697K | 0.0% | N/A | 0.421% | |
11/15/2024 | Orion Portfolio Solutions LLC | 126,156 | $2.70M | 0.1% | +23.5% | 1.628% | |
11/15/2024 | Pinnacle Family Advisors LLC | 22,966 | $491K | 0.3% | +14.8% | 0.296% | |
11/15/2024 | HighTower Advisors LLC | 189,276 | $4.04M | 0.0% | +2.4% | 2.442% | |
11/15/2024 | Benjamin Edwards Inc. | 65,097 | $1.39M | 0.0% | +3,999.3% | 0.840% | |
11/13/2024 | D.A. Davidson & CO. | 13,750 | $294K | 0.0% | N/A | 0.177% | |
|
11/12/2024 | Kingsview Wealth Management LLC | 89,100 | $1.90M | 0.0% | -44.4% | 1.150% | |
11/12/2024 | Great Valley Advisor Group Inc. | 126,031 | $2.69M | 0.1% | N/A | 1.626% | |
11/8/2024 | Prospera Financial Services Inc | 68,469 | $1.46M | 0.0% | -81.0% | 0.883% | |
11/5/2024 | Harbour Investments Inc. | 15,188 | $325K | 0.0% | +292.9% | 0.196% | |
11/5/2024 | Apollon Wealth Management LLC | 14,794 | $316K | 0.0% | +19.7% | 0.191% | |
11/4/2024 | Core Wealth Partners LLC | 20,959 | $448K | 0.3% | N/A | 0.270% | |
11/4/2024 | Sigma Planning Corp | 43,030 | $920K | 0.0% | N/A | 0.555% | |
11/2/2024 | Mach 1 Financial Group LLC | 242,623 | $5.18M | 3.2% | +17.7% | 3.131% | |
11/1/2024 | Atria Investments Inc | 46,045 | $984K | 0.0% | +55.7% | 0.594% | |
11/1/2024 | Assetmark Inc. | 174,902 | $3.74M | 0.0% | +53.5% | 2.257% | |
10/30/2024 | Centennial Wealth Advisory LLC | 10,321 | $221K | 0.1% | N/A | 0.133% | |
10/29/2024 | Janney Montgomery Scott LLC | 78,069 | $1.67M | 0.0% | +37.0% | 1.007% | |
10/28/2024 | Stephens Inc. AR | 302,283 | $6.46M | 0.1% | +463.4% | 3.900% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 12,582 | $269K | 0.1% | +13.4% | 0.162% | |
10/25/2024 | Creekmur Asset Management LLC | 411,857 | $8.80M | 2.1% | +15.2% | 5.314% | |
10/25/2024 | Mutual Advisors LLC | 146,046 | $3.05M | 0.1% | +14.2% | 1.884% | |
10/24/2024 | Manchester Financial Inc. | 29,012 | $620K | 0.1% | N/A | 0.374% | |
10/23/2024 | Impact Partnership Wealth LLC | 31,083 | $664K | 0.1% | N/A | 0.401% | |
10/22/2024 | Private Advisor Group LLC | 17,979 | $384K | 0.0% | +16.9% | 0.232% | |
10/15/2024 | Keystone Wealth Services LLC | 15,600 | $333K | 0.1% | +24.8% | 0.201% | |
10/11/2024 | Iams Wealth Management LLC | 71,585 | $1.53M | 0.8% | +63.4% | 0.924% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 19,525 | $418K | 0.0% | +16.0% | 0.252% | |
10/8/2024 | CWM LLC | 3,225 | $69K | 0.0% | N/A | 0.042% | |
10/8/2024 | Daymark Wealth Partners LLC | 21,234 | $454K | 0.0% | N/A | 0.274% | |
10/7/2024 | SignalPoint Asset Management LLC | 31,542 | $677K | 0.2% | -28.2% | 0.407% | |
10/3/2024 | Private Client Services LLC | 9,839 | $210K | 0.1% | N/A | 0.127% | |
10/3/2024 | Park Avenue Securities LLC | 54,781 | $1.17M | 0.0% | N/A | 0.707% | |
9/5/2024 | Sanctuary Advisors LLC | 10,118 | $203K | 0.0% | N/A | 0.131% | |
8/21/2024 | Truist Financial Corp | 224,331 | $4.58M | 0.0% | +54.8% | 2.895% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 11,175 | $228K | 0.0% | N/A | 0.144% | |
8/13/2024 | AE Wealth Management LLC | 57,250 | $1.17M | 0.0% | +50.3% | 0.739% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 59,623 | $1.22M | 0.0% | +70.9% | 0.769% | |
8/8/2024 | Envestnet Asset Management Inc. | 1,046,945 | $21.39M | 0.0% | +23.1% | 13.509% | |
8/6/2024 | Ausdal Financial Partners Inc. | 22,777 | $465K | 0.0% | N/A | 0.294% | |
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8/2/2024 | FSB Premier Wealth Management Inc. | 9,936 | $203K | 0.1% | N/A | 0.128% | |
7/31/2024 | Commonwealth Equity Services LLC | 279,105 | $5.70M | 0.0% | +3.8% | 3.601% | |
7/30/2024 | International Assets Investment Management LLC | 5,745 | $117K | 0.0% | N/A | 0.074% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 446,017 | $9.11M | 0.0% | +26.0% | 5.755% | |
7/26/2024 | Bank of New York Mellon Corp | 195,791 | $4M | 0.0% | +14.5% | 2.526% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 16,827 | $345K | 0.0% | +11.6% | 0.217% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 95,974 | $1.96M | 0.0% | +12.3% | 1.238% | |
7/15/2024 | RFG Advisory LLC | 17,076 | $349K | 0.0% | N/A | 0.220% | |
7/10/2024 | Csenge Advisory Group | 157,322 | $3.21M | 0.2% | +12.3% | 2.030% | |
5/21/2024 | Atria Investments Inc | 91,258 | $1.88M | 0.0% | +58.4% | 1.178% | |
5/17/2024 | Comerica Bank | 11,749 | $242K | 0.0% | N/A | 0.152% | |
5/17/2024 | Creekmur Asset Management LLC | 249,979 | $5.14M | 1.8% | -10.1% | 3.226% | |
5/14/2024 | Owen LaRue LLC | 213,332 | $4.39M | 2.7% | N/A | 2.753% | |
5/9/2024 | Orion Portfolio Solutions LLC | 74,051 | $1.52M | 0.0% | N/A | 0.955% | |
5/9/2024 | Kingsview Wealth Management LLC | 157,783 | $3.25M | 0.1% | +11.3% | 2.036% | |
5/8/2024 | Avantax Advisory Services Inc. | 48,149 | $990K | 0.0% | N/A | 0.621% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 85,492 | $1.76M | 0.0% | N/A | 1.103% | |
5/6/2024 | Advisory Alpha LLC | 16,253 | $334K | 0.0% | +42.0% | 0.210% | |
5/4/2024 | Csenge Advisory Group | 140,063 | $2.88M | 0.2% | +39.2% | 1.807% | |
5/3/2024 | Rehmann Capital Advisory Group | 123,485 | $2.54M | 0.2% | +85.9% | 1.593% | |
5/2/2024 | Mutual Advisors LLC | 84,588 | $1.74M | 0.1% | N/A | 1.091% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 15,082 | $310K | 0.0% | N/A | 0.215% | |
4/29/2024 | Commonwealth Equity Services LLC | 268,789 | $5.53M | 0.0% | +55.3% | 3.840% | |
4/29/2024 | Benjamin Edwards Inc. | 1,393 | $29K | 0.0% | N/A | 0.020% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 34,882 | $718K | 0.0% | +1,241.6% | 0.498% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 354,009 | $7.28M | 0.0% | +31.1% | 5.057% | |
3/1/2024 | Creekmur Asset Management LLC | 278,103 | $5.82M | 1.8% | N/A | 0.000% | |
2/12/2024 | StoneX Group Inc. | 11,220 | $236K | 0.0% | N/A | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 269,998 | $5.65M | 0.0% | N/A | 0.000% | |
2/8/2024 | Kingsview Wealth Management LLC | 141,789 | $2.97M | 0.1% | N/A | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 28,567 | $598K | 0.0% | N/A | 0.000% | |
2/2/2024 | Truist Financial Corp | 9,565 | $200K | 0.0% | N/A | 0.000% | |
1/30/2024 | Prosperity Wealth Management Inc. | 14,075 | $294K | 0.2% | N/A | 0.000% | |
1/24/2024 | Total Clarity Wealth Management Inc. | 12,000 | $251K | 0.1% | N/A | 0.000% | |
1/23/2024 | Advisory Alpha LLC | 11,444 | $239K | 0.0% | N/A | 0.000% | |
1/17/2024 | Keystone Wealth Services LLC | 12,500 | $262K | 0.1% | N/A | 0.000% | |
11/9/2023 | Mizuho Securities USA LLC | 36,105 | $703K | 0.0% | N/A | 0.000% | |