11/15/2024 | MML Investors Services LLC | 30,522 | $1.18M | 0.0% | +9.0% | 0.436% | |
11/15/2024 | Delos Wealth Advisors LLC | 137,302 | $5.28M | 4.6% | +8.5% | 1.961% | |
11/15/2024 | Orion Portfolio Solutions LLC | 15,973 | $615K | 0.0% | N/A | 0.228% | |
11/15/2024 | Stifel Financial Corp | 91,381 | $3.52M | 0.0% | +56.7% | 1.305% | |
11/15/2024 | Quantinno Capital Management LP | 6,676 | $257K | 0.0% | +5.2% | 0.095% | |
11/15/2024 | Integrated Wealth Concepts LLC | 38,548 | $1.48M | 0.0% | +3.0% | 0.551% | |
|
11/15/2024 | Benjamin Edwards Inc. | 23,102 | $889K | 0.0% | N/A | 0.330% | |
11/14/2024 | L.M. Kohn & Company | 12,756 | $491K | 0.1% | +30.1% | 0.182% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 10,290 | $396K | 0.1% | -23.3% | 0.147% | |
11/12/2024 | Centaurus Financial Inc. | 11,510 | $443K | 0.0% | N/A | 0.164% | |
11/6/2024 | Schrum Private Wealth Management LLC | 15,336 | $590K | 0.3% | +82.3% | 0.219% | |
11/5/2024 | Proactive Wealth Strategies LLC | 20,164 | $776K | 0.4% | N/A | 0.288% | |
11/5/2024 | Harbour Investments Inc. | 218,477 | $8.41M | 0.3% | -25.0% | 3.121% | |
11/4/2024 | Cottonwood Capital Advisors LLC | 10,009 | $385K | 0.3% | -20.3% | 0.143% | |
11/4/2024 | Axxcess Wealth Management LLC | 6,000 | $231K | 0.0% | N/A | 0.086% | |
11/4/2024 | Sigma Planning Corp | 37,751 | $1.45M | 0.0% | +5.8% | 0.539% | |
10/31/2024 | Concurrent Investment Advisors LLC | 23,727 | $913K | 0.0% | +253.9% | 0.339% | |
10/29/2024 | Janney Montgomery Scott LLC | 81,755 | $3.15M | 0.0% | +74.0% | 1.168% | |
10/25/2024 | Financial Advocates Investment Management | 11,328 | $436K | 0.0% | +10.7% | 0.162% | |
10/24/2024 | J.W. Cole Advisors Inc. | 11,265 | $433K | 0.0% | +27.7% | 0.161% | |
10/24/2024 | Consolidated Portfolio Review Corp | 5,714 | $220K | 0.0% | N/A | 0.082% | |
10/22/2024 | Private Advisor Group LLC | 37,462 | $1.44M | 0.0% | +24.6% | 0.535% | |
10/18/2024 | Raymond James & Associates | 99,282 | $3.82M | 0.0% | -4.3% | 1.418% | |
10/11/2024 | Iams Wealth Management LLC | 10,371 | $399K | 0.2% | +58.4% | 0.148% | |
10/10/2024 | Bright Financial Advisors Inc. | 5,555 | $214K | 0.1% | N/A | 0.079% | |
10/9/2024 | Pacific Sun Financial Corp | 5,800 | $223K | 0.1% | N/A | 0.083% | |
10/4/2024 | HBW Advisory Services LLC | 16,831 | $648K | 0.1% | N/A | 0.240% | |
9/5/2024 | Sanctuary Advisors LLC | 6,939 | $224K | 0.0% | N/A | 0.099% | |
8/22/2024 | Cetera Investment Advisers | 63,650 | $2.11M | 0.0% | -33.2% | 0.909% | |
8/21/2024 | Truist Financial Corp | 366,229 | $12.11M | 0.0% | +67.0% | 5.232% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 6,287 | $208K | 0.0% | +32.8% | 0.090% | |
8/14/2024 | Delos Wealth Advisors LLC | 126,508 | $4.18M | 4.0% | +18.6% | 1.807% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 11,487 | $380K | 0.0% | +7.0% | 0.164% | |
8/12/2024 | RPg Family Wealth Advisory LLC | 13,419 | $444K | 0.1% | +15.4% | 0.192% | |
8/9/2024 | Moors & Cabot Inc. | 8,208 | $271K | 0.0% | +4.0% | 0.117% | |
8/9/2024 | ICA Group Wealth Management LLC | 900 | $30K | 0.0% | -65.6% | 0.013% | |
8/8/2024 | J.W. Cole Advisors Inc. | 8,822 | $292K | 0.0% | +26.9% | 0.126% | |
8/8/2024 | Envestnet Asset Management Inc. | 384,306 | $12.71M | 0.0% | +67.0% | 5.490% | |
8/8/2024 | Trueblood Wealth Management LLC | 14,653 | $485K | 0.3% | +28.5% | 0.209% | |
8/5/2024 | Private Advisor Group LLC | 30,069 | $994K | 0.0% | -40.1% | 0.430% | |
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7/31/2024 | Commonwealth Equity Services LLC | 33,304 | $1.10M | 0.0% | +1.1% | 0.476% | |
7/31/2024 | Concurrent Investment Advisors LLC | 6,705 | $222K | 0.0% | N/A | 0.096% | |
7/30/2024 | WMG Financial Advisors LLC | 17,658 | $584K | 0.3% | -6.3% | 0.252% | |
7/30/2024 | International Assets Investment Management LLC | 8,874 | $293K | 0.0% | N/A | 0.127% | |
7/29/2024 | Financial Advocates Investment Management | 10,233 | $338K | 0.0% | +5.1% | 0.146% | |
7/26/2024 | Harbour Investments Inc. | 291,479 | $9.64M | 0.3% | -1.5% | 4.164% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 10,033 | $332K | 0.0% | N/A | 0.143% | |
7/19/2024 | Raymond James & Associates | 103,764 | $3.43M | 0.0% | -2.2% | 1.482% | |
7/17/2024 | Cottonwood Capital Advisors LLC | 12,554 | $415K | 0.3% | -5.0% | 0.179% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 6,519 | $216K | 0.0% | -16.3% | 0.093% | |
7/10/2024 | Csenge Advisory Group | 311,463 | $10.30M | 0.6% | +59.5% | 4.449% | |
5/24/2024 | Cetera Investment Advisers | 95,296 | $3.09M | 0.0% | +107.6% | 1.361% | |
5/13/2024 | Rockport Wealth LLC | 15,744 | $511K | 0.2% | N/A | 0.225% | |
5/9/2024 | Delos Wealth Advisors LLC | 106,684 | $3.46M | 3.9% | +19.7% | 1.524% | |
5/8/2024 | Avantax Advisory Services Inc. | 12,966 | $421K | 0.0% | -6.9% | 0.185% | |
5/7/2024 | WMG Financial Advisors LLC | 18,847 | $612K | 0.4% | -8.8% | 0.271% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,788 | $253K | 0.0% | N/A | 0.112% | |
5/4/2024 | Geneos Wealth Management Inc. | 2,476 | $80K | 0.0% | -68.1% | 0.036% | |
5/4/2024 | Csenge Advisory Group | 195,260 | $6.34M | 0.4% | +2.0% | 2.809% | |
5/3/2024 | Rehmann Capital Advisory Group | 13,066 | $424K | 0.0% | -28.9% | 0.188% | |
5/1/2024 | Janney Montgomery Scott LLC | 62,547 | $2.03M | 0.0% | -26.1% | 0.900% | |
4/30/2024 | Private Advisor Group LLC | 50,235 | $1.63M | 0.0% | +115.4% | 0.723% | |
4/30/2024 | J.W. Cole Advisors Inc. | 6,951 | $226K | 0.0% | N/A | 0.100% | |
4/30/2024 | Commonwealth Equity Services LLC | 32,953 | $1.07M | 0.0% | -24.1% | 0.474% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 13,213 | $415K | 0.3% | -8.4% | 0.190% | |
4/25/2024 | Triumph Capital Management | 72,153 | $2.33M | 1.0% | +111.4% | 1.038% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 110,185 | $3.58M | 0.0% | -7.0% | 1.585% | |
4/19/2024 | Core Wealth Partners LLC | 6,730 | $218K | 0.2% | N/A | 0.072% | |
4/12/2024 | Global Assets Advisory LLC | 32,290 | $1M | 0.0% | N/A | 0.344% | |
4/10/2024 | One Plus One Wealth Management LLC | 159,783 | $5.19M | 3.0% | -8.8% | 1.700% | |
3/22/2024 | PNC Financial Services Group Inc. | 7,513 | $238K | 0.0% | -6.8% | 0.080% | |
3/8/2024 | ICA Group Wealth Management LLC | 2,616 | $83K | 0.0% | N/A | 0.028% | |
2/16/2024 | Harbour Investments Inc. | 281,492 | $8.92M | 0.4% | +2.0% | 2.995% | |
2/13/2024 | Cetera Advisor Networks LLC | 163,891 | $5.19M | 0.0% | +18.4% | 1.744% | |
2/13/2024 | ROI Financial Advisors LLC | 7,205 | $228K | 0.2% | N/A | 0.077% | |
2/13/2024 | Belpointe Asset Management LLC | 6,647 | $211K | 0.0% | N/A | 0.071% | |
2/12/2024 | Fortis Capital Advisors LLC | 6,647 | $211K | 0.1% | N/A | 0.071% | |
2/9/2024 | PNC Financial Services Group Inc. | 7,513 | $238K | 0.0% | -6.8% | 0.080% | |
2/8/2024 | Meridian Wealth Management LLC | 10,663 | $338K | 0.0% | -13.5% | 0.113% | |
2/8/2024 | Janney Montgomery Scott LLC | 84,652 | $2.68M | 0.0% | -5.8% | 0.901% | |
2/7/2024 | Avantax Advisory Services Inc. | 13,930 | $441K | 0.0% | +24.0% | 0.148% | |
2/7/2024 | Principal Securities Inc. | 847 | $27K | 0.0% | N/A | 0.009% | |
2/7/2024 | Delos Wealth Advisors LLC | 89,093 | $2.82M | 4.1% | -1.6% | 0.948% | |
2/6/2024 | Private Advisor Group LLC | 23,318 | $739K | 0.0% | +73.6% | 0.248% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 52,512 | $1.66M | 0.1% | -8.9% | 0.559% | |
2/6/2024 | One Charles Private Wealth Services LLC | 11,575 | $367K | 0.2% | N/A | 0.123% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 10,707 | $339K | 0.0% | +5.7% | 0.114% | |
2/5/2024 | Triumph Capital Management | 34,137 | $1.08M | 0.5% | -11.7% | 0.363% | |
2/2/2024 | Truist Financial Corp | 157,278 | $4.98M | 0.0% | +12.3% | 1.673% | |
1/26/2024 | Geneos Wealth Management Inc. | 7,767 | $246K | 0.0% | +30.3% | 0.083% | |
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1/26/2024 | Schrum Private Wealth Management LLC | 7,668 | $243K | 0.3% | -8.8% | 0.082% | |
1/25/2024 | International Assets Investment Management LLC | 190,421 | $6.01M | 0.0% | N/A | 2.026% | |
1/24/2024 | International Assets Investment Management LLC | 190,421 | $6.01M | 0.0% | N/A | 2.026% | |
1/23/2024 | StrategIQ Financial Group LLC | 15,130 | $479K | 0.1% | -4.1% | 0.161% | |
1/23/2024 | RPg Family Wealth Advisory LLC | 13,948 | $442K | 0.2% | N/A | 0.148% | |
1/22/2024 | One Plus One Wealth Management LLC | 175,163 | $5.55M | 3.4% | +9.3% | 1.863% | |
1/18/2024 | Trueblood Wealth Management LLC | 11,405 | $361K | 0.2% | N/A | 0.121% | |
1/17/2024 | J Arnold Wealth Management Co | 37,576 | $1.19M | 0.4% | -1.1% | 0.400% | |
1/17/2024 | SignalPoint Asset Management LLC | 9,206 | $291K | 0.1% | +4.4% | 0.098% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 118,424 | $3.75M | 0.0% | +58.0% | 1.260% | |