11/15/2024 | MML Investors Services LLC | 58,962 | $4.85M | 0.0% | -0.3% | 0.485% | |
11/15/2024 | Orion Portfolio Solutions LLC | 7,979 | $656K | 0.0% | +34.3% | 0.066% | |
11/12/2024 | Jim Saulnier & Associates LLC | 31,611 | $2.60M | 2.6% | N/A | 0.260% | |
11/8/2024 | Steele Capital Management Inc. | 694,130 | $57.38M | 3.0% | -15.0% | 5.713% | |
11/6/2024 | OneDigital Investment Advisors LLC | 2,897 | $238K | 0.0% | N/A | 0.024% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 29,091 | $2.39M | 0.0% | +7.4% | 0.239% | |
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11/5/2024 | Proactive Wealth Strategies LLC | 4,329 | $356K | 0.2% | N/A | 0.036% | |
11/4/2024 | Tyler Stone Wealth Management | 6,770 | $556K | 0.1% | +97.7% | 0.056% | |
10/29/2024 | Janney Montgomery Scott LLC | 34,793 | $2.86M | 0.0% | -42.3% | 0.286% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 917 | $75K | 0.0% | +86.4% | 0.008% | |
10/25/2024 | Diversify Advisory Services LLC | 6,496 | $538K | 0.0% | -15.5% | 0.053% | |
10/24/2024 | Lauer Wealth LLC | 127,426 | $10.51M | 8.0% | +2.5% | 1.049% | |
10/24/2024 | Barrett & Company Inc. | 96,351 | $7.92M | 3.4% | +10.8% | 0.793% | |
10/24/2024 | Ellis Investment Partners LLC | 15,906 | $1.31M | 0.3% | -1.5% | 0.131% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 89,640 | $7.37M | 0.0% | -5.2% | 0.738% | |
10/23/2024 | Woodard & Co. Asset Management Group Inc. ADV | 6,150 | $506K | 0.1% | +3.3% | 0.051% | |
10/21/2024 | Horst & Graben Wealth Management LLC | 7,291 | $599K | 0.1% | +2.0% | 0.060% | |
10/21/2024 | Courage Miller Partners LLC | 4,664 | $383K | 0.1% | -8.0% | 0.038% | |
10/18/2024 | Raymond James & Associates | 261,980 | $21.54M | 0.0% | +1.0% | 2.156% | |
10/16/2024 | Global Retirement Partners LLC | 8,993 | $739K | 0.0% | +14.9% | 0.074% | |
10/16/2024 | SPC Financial Inc. | 243,807 | $20.04M | 1.8% | -3.8% | 2.007% | |
10/9/2024 | Matrix Trust Co | 693,036 | $56.97M | 10.7% | -15.0% | 5.704% | |
10/8/2024 | CWM LLC | 10,846 | $892K | 0.0% | -7.8% | 0.089% | |
10/8/2024 | Mather Group LLC. | 46,549 | $3.83M | 0.0% | -1.1% | 0.383% | |
10/2/2024 | Dentgroup LLC | 36,954 | $3.04M | 2.3% | -2.8% | 0.304% | |
9/5/2024 | Sanctuary Advisors LLC | 25,736 | $1.92M | 0.0% | N/A | 0.212% | |
8/22/2024 | Cetera Investment Advisers | 60,868 | $4.65M | 0.0% | -1.4% | 0.501% | |
8/21/2024 | SPC Financial Inc. | 253,480 | $19.35M | 1.8% | -0.1% | 2.086% | |
8/21/2024 | Truist Financial Corp | 34,942 | $2.67M | 0.0% | -1.5% | 0.288% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 4,841 | $369K | 0.0% | +8.7% | 0.040% | |
8/10/2024 | Madison Wealth Partners Inc | 37,246 | $2.84M | 1.0% | -0.9% | 0.307% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 27,091 | $2.07M | 0.0% | -5.9% | 0.223% | |
8/8/2024 | Envestnet Asset Management Inc. | 57,562 | $4.39M | 0.0% | -4.7% | 0.474% | |
8/7/2024 | Wedbush Securities Inc. | 3,346 | $255K | 0.0% | +24.9% | 0.028% | |
8/1/2024 | Willis Johnson & Associates Inc. | 3,800 | $290K | 0.0% | N/A | 0.031% | |
7/31/2024 | Commonwealth Equity Services LLC | 134,541 | $10.27M | 0.0% | +2.4% | 1.107% | |
7/30/2024 | Key Financial Inc | 5,419 | $414K | 0.1% | N/A | 0.045% | |
7/30/2024 | Stephens Consulting LLC | 5,279 | $403K | 0.1% | -5.4% | 0.043% | |
7/27/2024 | Sheridan Capital Management LLC | 57,997 | $4.42M | 3.3% | -2.1% | 0.477% | |
7/26/2024 | Detalus Advisors LLC | 5,192 | $396K | 0.1% | +17.3% | 0.043% | |
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7/26/2024 | Cambridge Investment Research Advisors Inc. | 83,457 | $6.37M | 0.0% | -4.0% | 0.687% | |
7/26/2024 | Bank of New York Mellon Corp | 633,287 | $48.33M | 0.0% | -1.4% | 5.212% | |
7/23/2024 | Kiley Juergens Wealth Management LLC | 82,494 | $6.30M | 1.7% | +2.0% | 0.679% | |
7/23/2024 | Horst & Graben Wealth Management LLC | 7,148 | $546K | 0.1% | N/A | 0.059% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 150,382 | $11.48M | 0.0% | -0.7% | 1.238% | |
7/20/2024 | Brand Asset Management Group Inc. | 14,492 | $1.11M | 0.5% | +5.4% | 0.119% | |
7/19/2024 | Raymond James & Associates | 259,362 | $19.80M | 0.0% | -4.5% | 2.135% | |
7/17/2024 | GenWealth Group Inc. | 18,713 | $1.43M | 0.4% | -1.1% | 0.154% | |
7/16/2024 | Cedar Point Capital Partners LLC | 9,636 | $735K | 0.5% | +3.2% | 0.079% | |
7/16/2024 | Steele Capital Management Inc. | 816,670 | $62.33M | 3.5% | -0.4% | 6.722% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 94,552 | $7.22M | 0.0% | -2.0% | 0.778% | |
7/16/2024 | Lauer Wealth LLC | 124,328 | $9.68M | 7.8% | +9.2% | 1.023% | |
7/12/2024 | Diversify Advisory Services LLC | 7,685 | $591K | 0.0% | -4.9% | 0.063% | |
7/10/2024 | Matrix Trust Co | 815,499 | $62.24M | 14.1% | +0.1% | 6.712% | |
7/10/2024 | CWM LLC | 11,760 | $898K | 0.0% | +4.3% | 0.097% | |
7/9/2024 | Mather Group LLC. | 47,070 | $3.62M | 0.0% | +25.0% | 0.387% | |
7/8/2024 | Dentgroup LLC | 38,000 | $2.90M | 2.3% | -1.5% | 0.313% | |
5/24/2024 | Cetera Advisors LLC | 7,041 | $541K | 0.0% | +11.8% | 0.058% | |
5/24/2024 | Cetera Investment Advisers | 61,711 | $4.74M | 0.0% | +945.4% | 0.508% | |
5/22/2024 | Cedar Point Capital Partners LLC | 9,339 | $718K | 0.5% | +6.1% | 0.077% | |
5/21/2024 | LRI Investments LLC | 1,710 | $131K | 0.0% | N/A | 0.014% | |
5/15/2024 | LRI Investments LLC | 1,710 | $130K | 0.0% | N/A | 0.014% | |
5/8/2024 | Bleakley Financial Group LLC | 4,040 | $311K | 0.0% | -3.8% | 0.033% | |
5/8/2024 | Avantax Advisory Services Inc. | 130,781 | $10.05M | 0.1% | -42.7% | 1.076% | |
5/4/2024 | SPC Financial Inc. | 253,834 | $19.51M | 1.8% | +0.7% | 2.089% | |
5/1/2024 | Janney Montgomery Scott LLC | 60,463 | $4.65M | 0.0% | -42.5% | 0.498% | |
5/1/2024 | Diversify Advisory Services LLC | 8,079 | $619K | 0.0% | N/A | 0.066% | |
4/30/2024 | Madison Wealth Partners Inc | 37,581 | $2.89M | 1.0% | +0.7% | 0.309% | |
4/29/2024 | Commonwealth Equity Services LLC | 131,431 | $10.10M | 0.0% | +3.5% | 1.082% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 86,958 | $6.68M | 0.0% | -0.3% | 0.716% | |
4/24/2024 | Simplicity Wealth LLC | 4,040 | $311K | 0.0% | N/A | 0.033% | |
4/23/2024 | Global Retirement Partners LLC | 7,182 | $552K | 0.0% | +18.1% | 0.059% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 151,400 | $11.64M | 0.0% | -7.2% | 1.246% | |
4/22/2024 | Raymond James & Associates | 271,496 | $20.87M | 0.0% | -3.4% | 2.235% | |
4/19/2024 | Kiley Juergens Wealth Management LLC | 80,882 | $6.22M | 1.9% | +1.8% | 0.671% | |
4/18/2024 | Steele Capital Management Inc. | 820,266 | $63.05M | 3.6% | -1.5% | 6.807% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 96,504 | $7.42M | 0.0% | -3.1% | 0.801% | |
4/3/2024 | Dentgroup LLC | 38,587 | $2.97M | 2.5% | -3.8% | 0.320% | |
2/23/2024 | Chicago Partners Investment Group LLC | 3,574 | $253K | 0.0% | -14.9% | 0.030% | |
2/17/2024 | Madison Wealth Partners Inc | 37,323 | $2.64M | 1.0% | +1.1% | 0.310% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 6,173 | $436K | 0.0% | +91.8% | 0.051% | |
2/9/2024 | Orion Portfolio Solutions LLC | 8,582 | $608K | 0.0% | N/A | 0.071% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 87,252 | $6.16M | 0.0% | +1.7% | 0.724% | |
2/9/2024 | Corient Private Wealth LLC | 102,159 | $7.21M | 0.0% | +0.9% | 0.848% | |
2/9/2024 | Wells Fargo & Company MN | 178,725 | $12.62M | 0.0% | -4.5% | 1.483% | |
2/9/2024 | UBS Group AG | 507,423 | $35.83M | 0.0% | -0.2% | 4.211% | |
2/8/2024 | Janney Montgomery Scott LLC | 105,244 | $7.43M | 0.0% | -10.8% | 0.873% | |
2/8/2024 | Shared Vision Wealth Group LLC | 8,190 | $578K | 0.4% | N/A | 0.068% | |
2/7/2024 | Avantax Advisory Services Inc. | 228,333 | $16.13M | 0.2% | +5.9% | 1.895% | |
2/5/2024 | Savant Capital LLC | 17,137 | $1.21M | 0.0% | -5.9% | 0.142% | |
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2/5/2024 | Steele Capital Management Inc. | 833,146 | $58.84M | 3.8% | N/A | 6.914% | |
2/5/2024 | Matrix Trust Co | 825,582 | $58.30M | 13.6% | +0.2% | 6.851% | |
2/3/2024 | Cedar Point Capital Partners LLC | 8,799 | $621K | 0.5% | N/A | 0.073% | |
2/2/2024 | Truist Financial Corp | 35,827 | $2.53M | 0.0% | -7.3% | 0.297% | |
2/1/2024 | Stephens Consulting LLC | 5,579 | $394K | 0.1% | -2.8% | 0.046% | |
2/1/2024 | CWM LLC | 11,270 | $796K | 0.0% | +6.7% | 0.094% | |
1/29/2024 | Lauer Wealth LLC | 98,862 | $7.00M | 6.3% | +2.5% | 0.820% | |
1/29/2024 | Ellis Investment Partners LLC | 15,154 | $1.07M | 0.2% | -1.6% | 0.126% | |
1/26/2024 | Harbor Investment Advisory LLC | 4,250 | $300K | 0.0% | N/A | 0.035% | |
1/25/2024 | Woodard & Co. Asset Management Group Inc. ADV | 5,899 | $417K | 0.1% | +89.1% | 0.049% | |