11/18/2024 | Sunbelt Securities Inc. | 293 | $25K | 0.0% | +171.3% | 0.010% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 13,527 | $1.17M | 0.6% | +195.0% | 0.483% | |
11/15/2024 | MML Investors Services LLC | 23,359 | $2.01M | 0.0% | +22.7% | 0.834% | |
11/15/2024 | Jane Street Group LLC | 28,487 | $2.46M | 0.0% | +345.0% | 1.017% | |
11/13/2024 | Townsquare Capital LLC | 3,727 | $321K | 0.0% | -95.3% | 0.133% | |
11/12/2024 | Centaurus Financial Inc. | 3,199 | $276K | 0.0% | +7.1% | 0.114% | |
|
11/7/2024 | Napa Wealth Management | 5,844 | $504K | 0.2% | N/A | 0.209% | |
11/7/2024 | Thrivent Financial for Lutherans | 23,293 | $2.01M | 0.0% | N/A | 0.832% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 3,495 | $301K | 0.0% | +19.5% | 0.125% | |
10/31/2024 | Trademark Financial Management LLC | 2,368 | $204K | 0.2% | -54.6% | 0.085% | |
10/30/2024 | MinichMacGregor Wealth Management LLC | 155,653 | $13.42M | 2.9% | +5.4% | 5.559% | |
10/28/2024 | Focus Financial Network Inc. | 24,230 | $2.09M | 0.1% | +1.6% | 0.865% | |
10/28/2024 | US Bancorp DE | 1,125 | $97K | 0.0% | +4,066.7% | 0.040% | |
10/25/2024 | Highline Wealth Partners LLC | 476 | $41K | 0.0% | N/A | 0.017% | |
10/25/2024 | Diversify Advisory Services LLC | 2,482 | $214K | 0.0% | -46.7% | 0.089% | |
10/23/2024 | Heritage Oak Wealth Advisors LLC | 49,251 | $4.25M | 2.0% | N/A | 1.759% | |
10/21/2024 | Foundations Investment Advisors LLC | 53,785 | $4.64M | 0.1% | +14.9% | 1.921% | |
10/10/2024 | Sound Income Strategies LLC | 67,233 | $5.80M | 0.4% | +5.0% | 2.401% | |
10/8/2024 | Brookstone Capital Management | 2,497 | $215K | 0.0% | N/A | 0.089% | |
9/23/2024 | Centaurus Financial Inc. | 2,987 | $254K | 0.0% | N/A | 0.107% | |
8/27/2024 | New Wave Wealth Advisors LLC | 47,894 | $4.07M | 2.2% | N/A | 1.711% | |
8/15/2024 | Dark Forest Capital Management LP | 46,302 | $3.94M | 0.7% | N/A | 1.654% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 521 | $44K | 0.0% | +942.0% | 0.019% | |
8/10/2024 | Axxcess Wealth Management LLC | 11,366 | $966K | 0.0% | +2.8% | 0.406% | |
8/8/2024 | Envestnet Asset Management Inc. | 44,289 | $3.77M | 0.0% | +42.9% | 1.582% | |
8/8/2024 | Eagle Strategies LLC | 6,293 | $535K | 0.1% | N/A | 0.225% | |
8/2/2024 | Foundations Investment Advisors LLC | 46,791 | $3.98M | 0.1% | N/A | 1.671% | |
7/31/2024 | Anfield Capital Management LLC | 737 | $63K | 0.0% | N/A | 0.026% | |
7/31/2024 | Trademark Financial Management LLC | 5,218 | $444K | 0.4% | +28.7% | 0.186% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 2,924 | $249K | 0.0% | N/A | 0.104% | |
7/27/2024 | Strategic Blueprint LLC | 2,880 | $245K | 0.0% | +17.0% | 0.103% | |
7/25/2024 | MinichMacGregor Wealth Management LLC | 147,730 | $12.56M | 3.0% | +83.4% | 5.276% | |
7/22/2024 | Atria Wealth Solutions Inc. | 50,081 | $4.26M | 0.0% | +39.8% | 1.789% | |
7/22/2024 | Capital Advisory Group Advisory Services LLC | 2,613 | $222K | 0.1% | N/A | 0.093% | |
7/22/2024 | Focus Financial Network Inc. | 23,840 | $2.04M | 0.1% | +2.1% | 0.851% | |
7/19/2024 | KFG Wealth Management LLC | 61,367 | $5.22M | 2.1% | +6.7% | 2.192% | |
7/16/2024 | Great Valley Advisor Group Inc. | 28,727 | $2.44M | 0.1% | +28.4% | 1.026% | |
7/12/2024 | Sound Income Strategies LLC | 64,007 | $5.44M | 0.3% | +5.6% | 2.286% | |
7/12/2024 | Diversify Advisory Services LLC | 4,659 | $396K | 0.0% | -94.0% | 0.166% | |
5/14/2024 | Axxcess Wealth Management LLC | 11,053 | $948K | 0.0% | -3.9% | 0.395% | |
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5/14/2024 | CreativeOne Wealth LLC | 2,336 | $200K | 0.0% | N/A | 0.083% | |
5/8/2024 | Trademark Financial Management LLC | 4,054 | $348K | 0.3% | +3.3% | 0.150% | |
5/7/2024 | BOS Asset Management LLC | 3,698 | $317K | 0.2% | -38.3% | 0.137% | |
5/7/2024 | PFG Advisors | 6,756 | $579K | 0.0% | -2.7% | 0.250% | |
5/2/2024 | Almanack Investment Partners LLC. | 7,064 | $606K | 0.1% | N/A | 0.262% | |
5/1/2024 | Diversify Advisory Services LLC | 77,368 | $6.63M | 0.4% | N/A | 2.865% | |
4/23/2024 | Strategic Blueprint LLC | 2,462 | $211K | 0.0% | N/A | 0.091% | |
4/19/2024 | KFG Wealth Management LLC | 57,504 | $4.93M | 2.0% | -0.9% | 3.485% | |
4/16/2024 | Capital Asset Advisory Services LLC | 10,859 | $922K | 0.1% | -5.6% | 0.658% | |
4/15/2024 | Sound Income Strategies LLC | 60,607 | $5.20M | 0.4% | +9.7% | 3.673% | |
2/14/2024 | Vista Investment Management | 5,102 | $429K | 0.2% | -5.8% | 0.309% | |
2/13/2024 | Trademark Financial Management LLC | 3,925 | $330K | 0.2% | N/A | 0.238% | |
2/12/2024 | Focus Financial Network Inc. ADV | 22,628 | $1.90M | 0.1% | N/A | 1.371% | |
2/8/2024 | MinichMacGregor Wealth Management LLC | 79,631 | $6.69M | 1.9% | -13.0% | 4.826% | |
2/6/2024 | Axxcess Wealth Management LLC | 11,500 | $967K | 0.0% | N/A | 0.697% | |
2/2/2024 | Atria Wealth Solutions Inc. | 2,573 | $216K | 0.0% | N/A | 0.156% | |
1/31/2024 | KFG Wealth Management LLC | 58,015 | $4.88M | 2.2% | +10.7% | 3.516% | |
1/26/2024 | Eagle Strategies LLC | 2,596 | $218K | 0.0% | N/A | 0.157% | |
1/23/2024 | Advisory Alpha LLC | 2,580 | $217K | 0.0% | -17.1% | 0.156% | |
1/19/2024 | PFG Advisors | 6,947 | $584K | 0.0% | -2.2% | 0.421% | |
1/19/2024 | Sharkey Howes & Javer | 17,004 | $1.43M | 0.3% | N/A | 1.031% | |
1/10/2024 | Sound Income Strategies LLC | 55,262 | $4.65M | 0.4% | +4.6% | 3.349% | |
1/10/2024 | Dfpg Investments LLC | 61,690 | $5.17M | 0.4% | +3.3% | 3.739% | |
1/9/2024 | Capital Asset Advisory Services LLC | 11,500 | $967K | 0.1% | N/A | 0.697% | |
11/15/2023 | Townsquare Capital LLC | 58,609 | $4.88M | 0.1% | +5.5% | 3.552% | |
11/13/2023 | Vista Investment Management | 5,414 | $451K | 0.2% | +17.1% | 0.328% | |
11/13/2023 | LPL Financial LLC | 52,821 | $4.40M | 0.0% | -7.3% | 3.201% | |
11/13/2023 | Rathbones Group PLC | 2,994 | $249K | 0.0% | N/A | 0.181% | |
11/13/2023 | Robertson Stephens Wealth Management LLC | 52,124 | $4.34M | 0.3% | +4.5% | 3.159% | |
10/27/2023 | AlphaQ Advisors LLC | 5,640 | $470K | 0.4% | +2.3% | 0.342% | |
10/17/2023 | KFG Wealth Management LLC | 52,427 | $4.37M | 2.4% | -0.6% | 3.177% | |
10/16/2023 | MinichMacGregor Wealth Management LLC | 91,558 | $7.63M | 2.5% | +0.7% | 5.549% | |
10/13/2023 | PFG Advisors | 7,100 | $591K | 0.1% | -7.2% | 0.430% | |
10/12/2023 | IFP Advisors Inc | 8,014 | $668K | 0.0% | +7,460.4% | 0.486% | |
10/12/2023 | Sound Income Strategies LLC | 52,845 | $4.40M | 0.4% | +5.8% | 3.203% | |
10/11/2023 | Worth Asset Management LLC | 4,209 | $351K | 0.3% | N/A | 0.255% | |
8/15/2023 | Vista Investment Management | 4,623 | $387K | 0.2% | -30.9% | 0.280% | |
8/15/2023 | BOS Asset Management LLC | 7,789 | $653K | 0.5% | -60.0% | 0.472% | |
8/14/2023 | Buckingham Strategic Partners | 6,053 | $507K | 0.0% | N/A | 0.367% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 49,901 | $4.18M | 0.3% | -0.9% | 3.024% | |
8/10/2023 | Cetera Advisor Networks LLC | 8,651 | $725K | 0.0% | -1.6% | 0.524% | |
8/9/2023 | Flow Traders U.S. LLC | 7,046 | $590K | 0.0% | -38.6% | 0.427% | |
7/31/2023 | LPL Financial LLC | 56,988 | $4.77M | 0.0% | -8.5% | 3.454% | |
7/28/2023 | Lion Street Advisors LLC | 3,000 | $263K | 0.1% | N/A | 0.182% | |
7/24/2023 | Dfpg Investments LLC | 55,511 | $4.66M | 0.4% | +6.2% | 3.364% | |
7/20/2023 | PFG Advisors | 7,651 | $641K | 0.0% | -3.9% | 0.464% | |
7/18/2023 | KFG Wealth Management LLC | 52,740 | $4.42M | 2.6% | +2.8% | 3.196% | |
7/13/2023 | MinichMacGregor Wealth Management LLC | 90,896 | $7.62M | 2.4% | +1.1% | 5.509% | |
7/10/2023 | Sound Income Strategies LLC | 49,943 | $4.18M | 0.4% | +6.2% | 3.027% | |
5/16/2023 | BOS Asset Management LLC | 19,479 | $1.61M | 1.3% | -15.9% | 1.181% | |
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5/11/2023 | Connectus Wealth LLC | 88,196 | $7.32M | 0.2% | +2.4% | 5.345% | |
5/11/2023 | Robertson Stephens Wealth Management LLC | 50,358 | $4.17M | 0.3% | N/A | 3.052% | |
5/10/2023 | LPL Financial LLC | 62,264 | $5.15M | 0.0% | +3.8% | 3.774% | |
4/21/2023 | PFG Advisors | 7,958 | $659K | 0.1% | -13.9% | 0.482% | |
4/19/2023 | MinichMacGregor Wealth Management LLC | 89,864 | $7.44M | 2.5% | -0.8% | 5.446% | |
4/14/2023 | KFG Wealth Management LLC | 51,328 | $4.23M | 2.9% | +5.1% | 3.111% | |
4/11/2023 | Dfpg Investments LLC | 52,264 | $4.33M | 0.5% | N/A | 3.168% | |
4/10/2023 | Sound Income Strategies LLC | 47,042 | $3.89M | 0.4% | +6.6% | 2.851% | |
3/6/2023 | OLD Mission Capital LLC | 985 | $81K | 0.0% | N/A | 0.062% | |
2/15/2023 | BOS Asset Management LLC | 23,153 | $1.90M | 1.7% | N/A | 1.447% | |