11/4/2024 | Sigma Planning Corp | 4,728 | $256K | 0.0% | +7.5% | 0.047% | |
11/1/2024 | Atria Investments Inc | 11,988 | $650K | 0.0% | -40.8% | 0.119% | |
10/30/2024 | Centennial Wealth Advisory LLC | 4,377 | $237K | 0.1% | N/A | 0.043% | |
10/24/2024 | J.W. Cole Advisors Inc. | 18,432 | $999K | 0.0% | +5.0% | 0.182% | |
10/23/2024 | Yoder Wealth Management Inc. | 19,040 | $1.03M | 0.6% | +6.5% | 0.189% | |
10/22/2024 | Elevated Capital Advisors LLC | 11,105 | $602K | 0.2% | N/A | 0.110% | |
|
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 12,055 | $653K | 0.1% | +26.9% | 0.119% | |
10/16/2024 | SeaCrest Wealth Management LLC | 14,533 | $788K | 0.1% | +2.9% | 0.144% | |
10/16/2024 | Lynch & Associates IN | 9,607 | $521K | 0.1% | +4.8% | 0.095% | |
10/15/2024 | Peak Financial Management Inc. | 51,373 | $2.79M | 0.8% | -65.6% | 0.509% | |
10/11/2024 | CX Institutional | 22,190 | $1.20M | 0.1% | +47.3% | 0.220% | |
10/9/2024 | Beaumont Financial Advisors LLC | 27,216 | $1.48M | 0.1% | +13.2% | 0.269% | |
10/8/2024 | CWM LLC | 1,192 | $65K | 0.0% | +11,820.0% | 0.012% | |
10/8/2024 | Mather Group LLC. | 32,076 | $1.74M | 0.0% | -2.1% | 0.318% | |
10/3/2024 | Park Avenue Securities LLC | 30,609 | $1.66M | 0.0% | +4.7% | 0.303% | |
8/22/2024 | Cetera Investment Advisers | 214,922 | $10.62M | 0.0% | +13.9% | 2.128% | |
8/16/2024 | Sunbelt Securities Inc. | 26,746 | $1.32M | 0.1% | +1.5% | 0.265% | |
8/14/2024 | Certified Advisory Corp | 59,022 | $2.92M | 0.4% | +6.5% | 0.584% | |
8/13/2024 | AE Wealth Management LLC | 564,648 | $27.91M | 0.3% | +24.4% | 5.591% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 4,251 | $210K | 0.0% | -21.2% | 0.042% | |
8/8/2024 | J.W. Cole Advisors Inc. | 17,547 | $867K | 0.0% | +3.4% | 0.174% | |
8/8/2024 | Envestnet Asset Management Inc. | 464,127 | $22.94M | 0.0% | +12.5% | 4.595% | |
8/8/2024 | Wealthgarden F.S. LLC | 5,654 | $279K | 0.3% | N/A | 0.056% | |
8/6/2024 | Lynch & Associates IN | 9,167 | $453K | 0.1% | +6.6% | 0.091% | |
7/31/2024 | Commonwealth Equity Services LLC | 123,019 | $6.08M | 0.0% | +21.4% | 1.218% | |
7/29/2024 | Smith Salley Wealth Management | 13,313 | $658K | 0.0% | +32.6% | 0.132% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 24,032 | $1.19M | 0.0% | -5.0% | 0.238% | |
7/23/2024 | Exchange Capital Management Inc. | 18,064 | $893K | 0.1% | -4.3% | 0.179% | |
7/22/2024 | SeaCrest Wealth Management LLC | 14,130 | $698K | 0.1% | +5.4% | 0.140% | |
7/18/2024 | Gradient Investments LLC | 1,390 | $69K | 0.0% | N/A | 0.014% | |
7/9/2024 | Park Avenue Securities LLC | 29,225 | $1.45M | 0.0% | +8.9% | 0.289% | |
7/9/2024 | Mather Group LLC. | 32,768 | $1.72M | 0.0% | +1.9% | 0.324% | |
5/29/2024 | Pathway Financial Advisers LLC | 3,228 | $169K | 0.1% | N/A | 0.032% | |
5/24/2024 | Cetera Advisors LLC | 35,069 | $1.84M | 0.0% | N/A | 0.347% | |
5/24/2024 | Cetera Investment Advisers | 188,753 | $9.89M | 0.0% | +40.9% | 1.869% | |
5/16/2024 | Sweeney & Michel LLC | 6,174 | $320K | 0.1% | N/A | 0.061% | |
5/11/2024 | Beaumont Financial Advisors LLC | 24,008 | $1.26M | 0.1% | -15.1% | 0.238% | |
5/8/2024 | Avantax Advisory Services Inc. | 5,408 | $283K | 0.0% | -86.7% | 0.054% | |
5/6/2024 | Advisory Services Network LLC | 86,720 | $4.54M | 0.1% | +31.2% | 0.859% | |
5/3/2024 | Absolute Capital Management LLC | 12,905 | $676K | 0.4% | -12.3% | 0.128% | |
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4/30/2024 | J.W. Cole Advisors Inc. | 16,974 | $889K | 0.0% | +7.9% | 0.168% | |
4/29/2024 | Commonwealth Equity Services LLC | 101,336 | $5.31M | 0.0% | -4.0% | 1.003% | |
4/24/2024 | Essex Financial Services Inc. | 6,136 | $321K | 0.0% | -3.7% | 0.061% | |
4/19/2024 | Yoder Wealth Management Inc. | 17,109 | $896K | 0.6% | +8.5% | 0.171% | |
4/18/2024 | SeaCrest Wealth Management LLC | 13,406 | $702K | 0.1% | +56.0% | 0.134% | |
4/18/2024 | Exchange Capital Management Inc. | 18,869 | $988K | 0.2% | -6.2% | 0.189% | |
4/17/2024 | Private Ocean LLC | 1,712 | $90K | 0.0% | -22.7% | 0.017% | |
4/15/2024 | Sunbelt Securities Inc. | 26,361 | $1.38M | 0.2% | +3.5% | 0.264% | |
4/10/2024 | Park Avenue Securities LLC | 26,844 | $1.41M | 0.0% | -2.6% | 0.268% | |
4/10/2024 | Signal Advisors Wealth LLC | 4,867 | $255K | 0.1% | N/A | 0.049% | |
4/9/2024 | Lynch & Associates IN | 8,601 | $450K | 0.1% | +11.2% | 0.086% | |
2/29/2024 | Tortoise Investment Management LLC | 2,667 | $130K | 0.0% | -23.4% | 0.027% | |
2/16/2024 | Trail Ridge Investment Advisors LLC | 10,211 | $498K | 0.3% | -2.1% | 0.102% | |
2/14/2024 | Broadview Financial Management LLC | 4,675 | $228K | 0.2% | -52.6% | 0.047% | |
2/12/2024 | Focus Financial Network Inc. ADV | 15,960 | $778K | 0.0% | N/A | 0.160% | |
2/9/2024 | Advisory Services Network LLC | 66,103 | $3.22M | 0.1% | +142.0% | 0.661% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 29,956 | $1.46M | 0.0% | -5.5% | 0.300% | |
2/9/2024 | Certified Advisory Corp | 50,856 | $2.48M | 0.4% | +7.5% | 0.509% | |
2/9/2024 | Corient Private Wealth LLC | 30,651 | $1.49M | 0.0% | +2.1% | 0.307% | |
2/9/2024 | Sachetta LLC | 740 | $36K | 0.0% | N/A | 0.007% | |
2/9/2024 | Wells Fargo & Company MN | 177,918 | $8.67M | 0.0% | -2.4% | 1.779% | |
2/8/2024 | Tortoise Investment Management LLC | 2,667 | $125K | 0.0% | -23.4% | 0.027% | |
2/7/2024 | Avantax Advisory Services Inc. | 40,661 | $1.98M | 0.0% | +7.5% | 0.407% | |
2/7/2024 | AGF Management Ltd. | 34,324 | $1.67M | 0.0% | +42.1% | 0.343% | |
2/6/2024 | SYM FINANCIAL Corp | 1,000 | $49K | 0.0% | -57.4% | 0.010% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 6,704 | $327K | 0.0% | N/A | 0.067% | |
2/2/2024 | Absolute Capital Management LLC | 14,709 | $717K | 0.7% | N/A | 0.147% | |
2/2/2024 | Yoder Wealth Management Inc. | 15,766 | $768K | 0.5% | +12.0% | 0.158% | |
2/1/2024 | Sigma Planning Corp | 4,459 | $217K | 0.0% | -63.7% | 0.045% | |
2/1/2024 | CWM LLC | 2,085 | $102K | 0.0% | -70.7% | 0.021% | |
1/31/2024 | Beaumont Financial Advisors LLC | 28,265 | $1.38M | 0.1% | N/A | 0.283% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 5,642 | $275K | 0.1% | N/A | 0.056% | |
1/25/2024 | International Assets Investment Management LLC | 49,671 | $2.42M | 0.0% | N/A | 0.497% | |
1/24/2024 | International Assets Investment Management LLC | 49,671 | $2.42M | 0.0% | N/A | 0.497% | |
1/18/2024 | SeaCrest Wealth Management LLC | 8,591 | $411K | 0.1% | N/A | 0.086% | |
1/18/2024 | Peak Financial Management Inc. | 148,268 | $7.23M | 2.4% | -5.4% | 1.483% | |
1/17/2024 | Kingdom Financial Group LLC. | 5,061 | $247K | 0.2% | N/A | 0.051% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 22,022 | $1.07M | 0.0% | -2.5% | 0.220% | |
1/12/2024 | CX Institutional | 14,680 | $715K | 0.0% | N/A | 0.147% | |
1/8/2024 | Lynch & Associates IN | 7,738 | $377K | 0.1% | +6.4% | 0.077% | |
11/30/2023 | Modera Wealth Management LLC | 16,176 | $715K | 0.0% | N/A | 0.162% | |
11/16/2023 | Essex Financial Services Inc. | 6,369 | $281K | 0.0% | N/A | 0.064% | |
11/15/2023 | Lido Advisors LLC | 474,023 | $20.95M | 0.2% | +7.8% | 4.740% | |
11/15/2023 | Stone House Investment Management LLC | 1,272 | $56K | 0.0% | N/A | 0.013% | |
11/14/2023 | Tower Research Capital LLC TRC | 11,797 | $521K | 0.0% | +589,750.0% | 0.118% | |
11/13/2023 | Certified Advisory Corp | 47,319 | $2.09M | 0.2% | +28.5% | 0.473% | |
11/13/2023 | LPL Financial LLC | 90,678 | $4.01M | 0.0% | +12.3% | 0.907% | |
11/13/2023 | Envestnet Asset Management Inc. | 354,807 | $15.68M | 0.0% | +20.0% | 3.548% | |
11/13/2023 | Kestra Advisory Services LLC | 12,072 | $533K | 0.0% | -7.8% | 0.121% | |
11/8/2023 | HighTower Advisors LLC | 20,030 | $886K | 0.0% | -1.9% | 0.200% | |
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11/8/2023 | Janney Montgomery Scott LLC | 10,616 | $469K | 0.0% | -43.0% | 0.106% | |
11/8/2023 | Avantax Advisory Services Inc. | 37,829 | $1.67M | 0.0% | -2.3% | 0.378% | |
11/8/2023 | Kestra Private Wealth Services LLC | 6,376 | $282K | 0.0% | -69.4% | 0.064% | |
11/6/2023 | Sigma Planning Corp | 12,286 | $543K | 0.0% | -61.0% | 0.123% | |
11/6/2023 | Lincoln National Corp | 21,920 | $969K | 0.0% | +307.0% | 0.219% | |
11/1/2023 | Orion Portfolio Solutions LLC | 53,502 | $2.36M | 0.0% | -36.8% | 0.535% | |
10/31/2023 | Southern Capital Advisors LLC | 18,828 | $832K | 0.7% | -2.0% | 0.188% | |
10/30/2023 | Exchange Capital Management Inc. | 20,190 | $892K | 0.2% | -1.2% | 0.202% | |
10/30/2023 | Strengthening Families & Communities LLC | 6,894 | $305K | 0.1% | +12.4% | 0.069% | |
10/27/2023 | SYM FINANCIAL Corp | 2,350 | $104K | 0.0% | N/A | 0.024% | |