11/18/2024 | Sunbelt Securities Inc. | 6,708 | $383K | 0.0% | -5.7% | 0.045% | |
11/15/2024 | MML Investors Services LLC | 21,588 | $1.23M | 0.0% | +3.6% | 0.145% | |
11/15/2024 | National Bank of Canada FI | 675 | $39K | 0.0% | -22.9% | 0.005% | |
11/15/2024 | Stifel Financial Corp | 11,007 | $629K | 0.0% | +6.1% | 0.074% | |
11/15/2024 | HighTower Advisors LLC | 71,607 | $4.09M | 0.0% | -5.9% | 0.481% | |
11/14/2024 | Carl P. Sherr & Co. LLC | 15,080 | $861K | 0.5% | -5.5% | 0.101% | |
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11/14/2024 | WFA of San Diego LLC | 911 | $52K | 0.0% | +49.3% | 0.006% | |
11/13/2024 | BNP Paribas Financial Markets | 50,000 | $2.86M | 0.0% | N/A | 0.336% | |
11/13/2024 | Brown Brothers Harriman & Co. | 1,100 | $63K | 0.0% | N/A | 0.007% | |
11/12/2024 | Centaurus Financial Inc. | 4,660 | $266K | 0.0% | N/A | 0.031% | |
11/12/2024 | Kingsview Wealth Management LLC | 116,973 | $6.68M | 0.1% | +1.4% | 0.785% | |
11/12/2024 | Certified Advisory Corp | 14,749 | $842K | 0.1% | -2.7% | 0.099% | |
11/12/2024 | 49 Wealth Management LLC | 23,374 | $1.34M | 0.2% | -21.2% | 0.157% | |
11/8/2024 | Commerce Bank | 5,380 | $307K | 0.0% | +4.9% | 0.036% | |
11/8/2024 | Prospera Financial Services Inc | 5,321 | $304K | 0.0% | N/A | 0.036% | |
11/7/2024 | Caprock Group LLC | 21,450 | $1.23M | 0.0% | -3.8% | 0.144% | |
11/7/2024 | MAI Capital Management | 18,562 | $1.06M | 0.0% | -3.7% | 0.125% | |
11/7/2024 | Thrivent Financial for Lutherans | 8,963 | $512K | 0.0% | -2.8% | 0.060% | |
11/6/2024 | KCM Investment Advisors LLC | 6,883 | $393K | 0.0% | -7.5% | 0.046% | |
11/5/2024 | First Heartland Consultants Inc. | 11,391 | $651K | 0.1% | -5.6% | 0.076% | |
11/5/2024 | Harbour Investments Inc. | 5,942 | $339K | 0.0% | -27.6% | 0.040% | |
11/4/2024 | Sigma Planning Corp | 5,674 | $324K | 0.0% | N/A | 0.038% | |
11/1/2024 | Bensler LLC | 6,310 | $360K | 0.0% | -21.7% | 0.042% | |
10/29/2024 | Janney Montgomery Scott LLC | 22,880 | $1.31M | 0.0% | -3.4% | 0.154% | |
10/29/2024 | Realta Investment Advisors | 618 | $35K | 0.0% | -84.3% | 0.004% | |
10/29/2024 | Farther Finance Advisors LLC | 10,330 | $590K | 0.0% | N/A | 0.069% | |
10/24/2024 | Leuthold Group LLC | 70,448 | $4.02M | 0.4% | +23.7% | 0.473% | |
10/24/2024 | Bristlecone Advisors LLC | 3,790 | $216K | 0.0% | -8.5% | 0.025% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 3,530 | $202K | 0.0% | N/A | 0.024% | |
10/24/2024 | PFG Investments LLC | 9,163 | $523K | 0.0% | +19.1% | 0.061% | |
10/24/2024 | Arkadios Wealth Advisors | 5,781 | $330K | 0.0% | -33.2% | 0.039% | |
10/23/2024 | Dumont & Blake Investment Advisors LLC | 16,181 | $924K | 0.2% | -50.3% | 0.109% | |
10/23/2024 | Mason & Associates Inc | 48,578 | $2.77M | 0.7% | -36.0% | 0.326% | |
10/22/2024 | International Assets Investment Management LLC | 56,254 | $3.21M | 0.0% | +5,132.9% | 0.378% | |
10/22/2024 | Private Advisor Group LLC | 6,538 | $373K | 0.0% | -51.0% | 0.044% | |
10/18/2024 | Stratos Wealth Advisors LLC | 4,075 | $233K | 0.0% | N/A | 0.027% | |
10/16/2024 | Good Life Advisors LLC | 6,700 | $383K | 0.0% | N/A | 0.045% | |
10/16/2024 | Terra Nova Asset Management LLC | 5,713 | $326K | 0.2% | -14.6% | 0.038% | |
10/15/2024 | NBC Securities Inc. | 5,983 | $341K | 0.0% | -6.7% | 0.040% | |
10/11/2024 | Creative Planning | 31,867 | $1.82M | 0.0% | +9.1% | 0.214% | |
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10/10/2024 | Concourse Financial Group Securities Inc. | 617 | $35K | 0.0% | -28.7% | 0.004% | |
10/8/2024 | First National Corp MA ADV | 10,441 | $596K | 0.1% | +144.8% | 0.070% | |
10/8/2024 | Tlwm | 3,780 | $216K | 0.0% | N/A | 0.025% | |
10/7/2024 | WealthBridge Capital Management LLC | 6,378 | $364K | 0.1% | -5.9% | 0.043% | |
8/26/2024 | Founders Financial Alliance LLC | 531 | $28K | 0.0% | -52.3% | 0.004% | |
8/22/2024 | Cetera Investment Advisers | 125,029 | $6.55M | 0.0% | -0.5% | 0.839% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 68,856 | $3.61M | 0.0% | -15.6% | 0.462% | |
8/14/2024 | Bank of Montreal Can | 11,490 | $606K | 0.0% | -3.2% | 0.077% | |
8/14/2024 | Certified Advisory Corp | 15,159 | $795K | 0.1% | -8.4% | 0.102% | |
8/13/2024 | Thrivent Financial for Lutherans | 9,219 | $483K | 0.0% | -20.4% | 0.062% | |
8/12/2024 | Leuthold Group LLC | 56,942 | $2.99M | 0.3% | +0.9% | 0.382% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 784,914 | $41.15M | 0.1% | 0.0% | 5.268% | |
8/8/2024 | Envestnet Asset Management Inc. | 287,335 | $15.06M | 0.0% | -0.8% | 1.928% | |
8/8/2024 | Condor Capital Management | 22,991 | $1.21M | 0.1% | -50.8% | 0.154% | |
8/8/2024 | HBK Sorce Advisory LLC | 7,820 | $410K | 0.0% | -6.6% | 0.052% | |
8/8/2024 | Hazlett Burt & Watson Inc. | 1,274 | $67K | 0.0% | -31.7% | 0.009% | |
8/7/2024 | PFG Investments LLC | 7,695 | $403K | 0.0% | -7.4% | 0.052% | |
8/6/2024 | Financial Gravity Asset Management Inc. | 916 | $48K | 0.0% | +2,953.3% | 0.006% | |
8/5/2024 | Private Advisor Group LLC | 13,355 | $700K | 0.0% | +42.8% | 0.090% | |
7/31/2024 | Commonwealth Equity Services LLC | 80,763 | $4.23M | 0.0% | -0.8% | 0.542% | |
7/30/2024 | International Assets Investment Management LLC | 1,075 | $56K | 0.0% | N/A | 0.007% | |
7/30/2024 | Global Financial Private Client LLC | 964 | $51K | 0.0% | -91.3% | 0.006% | |
7/29/2024 | HighMark Wealth Management LLC | 1,498 | $79K | 0.0% | +50.3% | 0.010% | |
7/29/2024 | Arkadios Wealth Advisors | 8,649 | $453K | 0.0% | +28.3% | 0.058% | |
7/26/2024 | Harbour Investments Inc. | 8,204 | $430K | 0.0% | +10.7% | 0.055% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 20,907 | $1.10M | 0.0% | -15.3% | 0.140% | |
7/25/2024 | First Heartland Consultants Inc. | 12,063 | $632K | 0.0% | -22.3% | 0.081% | |
7/19/2024 | Mason & Associates Inc | 75,936 | $3.98M | 1.1% | -0.4% | 0.510% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 1,231 | $65K | 0.0% | N/A | 0.008% | |
7/16/2024 | Terra Nova Asset Management LLC | 6,688 | $351K | 0.3% | -74.2% | 0.045% | |
7/12/2024 | First National Corp MA ADV | 4,265 | $224K | 0.1% | -18.2% | 0.029% | |
7/8/2024 | Trust Co. of Toledo NA OH | 25,946 | $1.36M | 0.2% | +6.5% | 0.174% | |
6/21/2024 | Cape Investment Advisory Inc. | 715 | $39K | 0.0% | +400.0% | 0.005% | |
5/29/2024 | Pathway Financial Advisers LLC | 1,302 | $71K | 0.0% | N/A | 0.009% | |
5/24/2024 | Cetera Advisors LLC | 106,622 | $5.82M | 0.0% | +587.0% | 0.716% | |
5/24/2024 | Cetera Investment Advisers | 125,597 | $6.85M | 0.0% | +2,269.3% | 0.843% | |
5/16/2024 | Global Financial Private Client LLC | 11,111 | $602K | 0.3% | +440.9% | 0.075% | |
5/16/2024 | Kraft Davis & Associates LLC | 6,020 | $319K | 0.1% | +281.3% | 0.040% | |
5/14/2024 | EP Wealth Advisors LLC | 4,040 | $220K | 0.0% | +359.1% | 0.027% | |
5/10/2024 | Osaic Holdings Inc. | 154,308 | $8.42M | 0.0% | +398.6% | 1.036% | |
5/10/2024 | First Foundation Advisors | 7,850 | $428K | 0.0% | +400.0% | 0.053% | |
5/10/2024 | Garrison Point Advisors LLC | 11,710 | $639K | 0.4% | +400.0% | 0.079% | |
5/9/2024 | HBK Sorce Advisory LLC | 8,376 | $457K | 0.0% | +260.3% | 0.054% | |
5/9/2024 | Kingsview Wealth Management LLC | 118,042 | $6.44M | 0.2% | +2,686.0% | 0.759% | |
5/9/2024 | Condor Capital Management | 46,754 | $2.55M | 0.2% | +395.0% | 0.301% | |
5/9/2024 | Koshinski Asset Management Inc. | 17,175 | $937K | 0.1% | +190.0% | 0.110% | |
5/8/2024 | Avantax Advisory Services Inc. | 71,772 | $3.91M | 0.0% | +434.8% | 0.462% | |
5/7/2024 | Primoris Wealth Advisors LLC | 5,500 | $300K | 0.2% | +400.0% | 0.035% | |
5/7/2024 | 49 Wealth Management LLC | 187,684 | $10.17M | 2.2% | +445.7% | 1.207% | |
5/7/2024 | KCM Investment Advisors LLC | 7,437 | $406K | 0.0% | +400.8% | 0.048% | |
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5/7/2024 | Oppenheimer & Co. Inc. | 19,887 | $1.09M | 0.0% | N/A | 0.128% | |
5/6/2024 | Leuthold Group LLC | 56,445 | $3.08M | 0.3% | +427.6% | 0.363% | |
5/6/2024 | Concord Investment Counsel Inc. | 6,655 | $363K | 0.1% | N/A | 0.043% | |
5/6/2024 | Manchester Capital Management LLC | 4,000 | $218K | 0.0% | +400.0% | 0.026% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 4,445 | $242K | 0.1% | +402.3% | 0.029% | |
5/2/2024 | Haverford Trust Co | 7,365 | $402K | 0.0% | +400.0% | 0.047% | |
5/2/2024 | CNB Bank | 610 | $33K | 0.0% | +400.0% | 0.004% | |
5/1/2024 | Janney Montgomery Scott LLC | 23,937 | $1.31M | 0.0% | +408.6% | 0.154% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 864 | $47K | 0.0% | +336.4% | 0.006% | |
4/30/2024 | Private Advisor Group LLC | 9,350 | $510K | 0.0% | +362.4% | 0.060% | |