12/26/2024 | JPMorgan Chase & Co. | 12,320 | $463K | 0.0% | N/A | 0.352% | |
11/20/2024 | Advisory Resource Group | 86,803 | $3.27M | 0.7% | -1.0% | 2.480% | |
11/15/2024 | Jane Street Group LLC | 7,047 | $265K | 0.0% | N/A | 0.201% | |
11/15/2024 | IHT Wealth Management LLC | 114,895 | $4.32M | 0.1% | N/A | 3.283% | |
11/14/2024 | Captrust Financial Advisors | 8,820 | $332K | 0.0% | -9.7% | 0.252% | |
11/5/2024 | Platform Technology Partners | 13,313 | $501K | 0.2% | +22.9% | 0.380% | |
|
10/28/2024 | Gladstone Institutional Advisory LLC | 17,715 | $666K | 0.0% | -10.7% | 0.506% | |
10/25/2024 | Financial Advocates Investment Management | 71,727 | $2.70M | 0.1% | +13.2% | 2.049% | |
10/22/2024 | Private Advisor Group LLC | 88,392 | $3.32M | 0.0% | +192.7% | 2.525% | |
10/16/2024 | Good Life Advisors LLC | 8,431 | $317K | 0.0% | N/A | 0.241% | |
10/16/2024 | Avaii Wealth Management LLC | 14,634 | $550K | 0.3% | -34.6% | 0.418% | |
10/11/2024 | Wagner Wealth Management LLC | 458,308 | $17.24M | 4.7% | +7.8% | 13.095% | |
10/8/2024 | CWM LLC | 1,916 | $72K | 0.0% | N/A | 0.055% | |
9/5/2024 | Sanctuary Advisors LLC | 10,062 | $363K | 0.0% | N/A | 0.287% | |
8/8/2024 | Envestnet Asset Management Inc. | 73,738 | $2.69M | 0.0% | +76.8% | 2.107% | |
8/8/2024 | LPL Financial LLC | 1,173,250 | $42.72M | 0.0% | +4.3% | 33.521% | |
8/7/2024 | Redwood Financial Network Corp | 13,257 | $483K | 0.4% | -8.5% | 0.379% | |
8/5/2024 | Private Advisor Group LLC | 30,196 | $1.10M | 0.0% | N/A | 0.863% | |
7/31/2024 | Commonwealth Equity Services LLC | 25,054 | $912K | 0.0% | +100.4% | 0.716% | |
7/29/2024 | Financial Advocates Investment Management | 63,385 | $2.31M | 0.1% | +87.6% | 1.811% | |
7/25/2024 | Systelligence LLC | 56,803 | $2.07M | 0.6% | +0.5% | 1.623% | |
7/24/2024 | Advisory Resource Group | 87,698 | $3.19M | 0.7% | +3.3% | 2.506% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 9,311 | $339K | 0.0% | +28.7% | 0.266% | |
5/17/2024 | Advisory Resource Group | 84,920 | $3.12M | 0.7% | +3.4% | 2.426% | |
5/9/2024 | Kingsview Wealth Management LLC | 11,021 | $405K | 0.0% | +39.9% | 0.315% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,234 | $266K | 0.0% | +25.4% | 0.207% | |
4/12/2024 | Systelligence LLC | 56,500 | $2.08M | 0.5% | -3.2% | 2.678% | |
2/13/2024 | Platform Technology Partners | 10,596 | $386K | 0.2% | N/A | 0.502% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 7,666 | $280K | 0.0% | N/A | 0.363% | |
2/8/2024 | Kingsview Wealth Management LLC | 7,879 | $288K | 0.0% | N/A | 0.373% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 5,767 | $211K | 0.0% | N/A | 0.273% | |
2/7/2024 | Principal Securities Inc. | 12,707 | $464K | 0.0% | N/A | 0.602% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 7,138 | $261K | 0.0% | N/A | 0.338% | |
2/5/2024 | Avaii Wealth Management LLC | 27,397 | $1M | 0.7% | -1.3% | 1.298% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 1,087 | $39K | 0.0% | N/A | 0.052% | |
1/19/2024 | Wagner Wealth Management LLC | 29,535 | $1.08M | 0.4% | N/A | 1.400% | |
1/16/2024 | Raymond James & Associates | 7,324 | $267K | 0.0% | N/A | 0.347% | |
1/8/2024 | Systelligence LLC | 58,397 | $2.13M | 0.6% | -38.4% | 2.768% | |
12/5/2023 | Advisory Resource Group | 81,936 | $2.85M | 0.8% | N/A | 3.883% | |
11/13/2023 | LPL Financial LLC | 585,017 | $20.36M | 0.0% | +5.0% | 27.726% | |
|
11/13/2023 | Envestnet Asset Management Inc. | 97,888 | $3.41M | 0.0% | -33.6% | 4.639% | |
11/8/2023 | Redwood Financial Network Corp | 15,987 | $556K | 0.6% | -2.6% | 0.758% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 57,385 | $2.00M | 0.0% | -26.2% | 2.720% | |
10/17/2023 | TPG Financial Advisors LLC | 243,897 | $8.49M | 4.4% | N/A | 11.559% | |
10/10/2023 | Systelligence LLC | 94,812 | $3.30M | 0.9% | N/A | 4.493% | |
8/14/2023 | Redwood Financial Network Corp | 16,420 | $580K | 0.5% | N/A | 0.778% | |
8/9/2023 | Flow Traders U.S. LLC | 14,107 | $499K | 0.0% | N/A | 0.669% | |
8/4/2023 | Envestnet Asset Management Inc. | 147,526 | $5.21M | 0.0% | N/A | 7.724% | |
7/31/2023 | LPL Financial LLC | 557,237 | $19.69M | 0.0% | N/A | 29.175% | |
7/31/2023 | Avaii Wealth Management LLC | 27,668 | $978K | 0.8% | N/A | 1.449% | |
7/28/2023 | Private Trust Co. NA | 3,998 | $141K | 0.0% | N/A | 0.209% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 8,192 | $290K | 0.0% | N/A | 0.429% | |