11/18/2024 | TD Private Client Wealth LLC | 13,596 | $724K | 0.0% | -12.9% | 0.114% | |
11/15/2024 | MML Investors Services LLC | 11,325 | $603K | 0.0% | +20.9% | 0.095% | |
11/15/2024 | Stifel Financial Corp | 19,170 | $1.02M | 0.0% | +14.8% | 0.160% | |
11/14/2024 | CreativeOne Wealth LLC | 57,747 | $3.08M | 0.1% | +1.3% | 0.483% | |
11/14/2024 | BNP Paribas | 7,513 | $400K | 0.0% | -4.7% | 0.063% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 44,817 | $2.39M | 0.0% | -18.4% | 0.375% | |
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11/8/2024 | Advisors Asset Management Inc. | 2,751 | $147K | 0.0% | N/A | 0.023% | |
11/8/2024 | Prospera Financial Services Inc | 9,050 | $482K | 0.0% | N/A | 0.076% | |
11/7/2024 | Thrivent Financial for Lutherans | 178,245 | $9.50M | 0.0% | +422.5% | 1.492% | |
11/2/2024 | Transcendent Capital Group LLC | 5,009 | $267K | 0.1% | -6.9% | 0.042% | |
11/2/2024 | Mach 1 Financial Group LLC | 8,235 | $439K | 0.3% | N/A | 0.069% | |
10/29/2024 | Visionary Horizons LLC | 10,378 | $553K | 0.4% | +34.5% | 0.087% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 62,673 | $3.34M | 0.3% | +5.1% | 0.524% | |
10/28/2024 | Focus Financial Network Inc. | 313,288 | $16.69M | 0.7% | +33.6% | 2.622% | |
10/28/2024 | Summit Wealth Partners LLC | 56,552 | $3.01M | 0.6% | +5.9% | 0.473% | |
10/28/2024 | Goldstone Financial Group LLC | 39,962 | $2.13M | 0.4% | N/A | 0.334% | |
10/22/2024 | International Assets Investment Management LLC | 793,316 | $42.26M | 0.0% | +5,101.4% | 6.639% | |
10/22/2024 | Elevated Capital Advisors LLC | 14,961 | $797K | 0.2% | N/A | 0.125% | |
10/22/2024 | Private Advisor Group LLC | 13,297 | $708K | 0.0% | +64.4% | 0.111% | |
10/18/2024 | Verde Capital Management | 151,552 | $8.07M | 2.4% | +1.8% | 1.268% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 4,998 | $266K | 0.1% | -12.4% | 0.042% | |
10/16/2024 | Tsfg LLC | 8,223 | $438K | 0.1% | -3.3% | 0.069% | |
10/15/2024 | Peak Financial Management Inc. | 169,113 | $9.01M | 2.6% | +3.5% | 1.415% | |
10/15/2024 | Cedar Mountain Advisors LLC | 214,013 | $11.40M | 2.6% | N/A | 1.791% | |
10/8/2024 | ETF Portfolio Partners Inc. | 159,125 | $8.48M | 2.5% | +4.8% | 1.332% | |
9/11/2024 | Summit Wealth Partners LLC | 53,425 | $2.66M | 0.6% | +66.0% | 0.447% | |
8/22/2024 | Cetera Investment Advisers | 60,420 | $3.00M | 0.0% | +4.9% | 0.506% | |
8/13/2024 | Thrivent Financial for Lutherans | 34,116 | $1.70M | 0.0% | +243.3% | 0.285% | |
8/13/2024 | AE Wealth Management LLC | 933,441 | $46.40M | 0.5% | +16.8% | 7.811% | |
8/8/2024 | J.W. Cole Advisors Inc. | 11,480 | $571K | 0.0% | -62.5% | 0.096% | |
8/8/2024 | Envestnet Asset Management Inc. | 89,685 | $4.46M | 0.0% | -3.9% | 0.751% | |
8/3/2024 | National Bank of Canada FI | 4,636 | $227K | 0.0% | +4.5% | 0.039% | |
7/31/2024 | Commonwealth Equity Services LLC | 5,883 | $292K | 0.0% | +5.5% | 0.049% | |
7/25/2024 | Rooted Wealth Advisors Inc. | 64,202 | $3.25M | 1.4% | +8.3% | 0.537% | |
7/24/2024 | &PARTNERS | 28,592 | $1.42M | 0.1% | +33.5% | 0.239% | |
7/22/2024 | Atria Wealth Solutions Inc. | 92,224 | $4.58M | 0.1% | +5.2% | 0.772% | |
7/22/2024 | Centennial Wealth Advisory LLC | 48,335 | $2.40M | 1.0% | +4.7% | 0.404% | |
7/22/2024 | Focus Financial Network Inc. | 234,489 | $11.95M | 0.5% | +1.6% | 1.962% | |
7/18/2024 | Gradient Investments LLC | 9,529 | $474K | 0.0% | N/A | 0.080% | |
7/18/2024 | Verde Capital Management | 148,904 | $7.40M | 2.3% | +6.8% | 1.246% | |
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7/16/2024 | Envestnet Portfolio Solutions Inc. | 6,726 | $334K | 0.0% | +9.4% | 0.056% | |
7/16/2024 | Tsfg LLC | 8,501 | $423K | 0.1% | -3.7% | 0.071% | |
7/15/2024 | ETF Portfolio Partners Inc. | 151,837 | $7.55M | 2.4% | N/A | 1.271% | |
5/24/2024 | Cetera Advisors LLC | 9,978 | $510K | 0.0% | +3.2% | 0.083% | |
5/24/2024 | Cetera Investment Advisers | 57,610 | $2.94M | 0.0% | +631.7% | 0.482% | |
5/20/2024 | Independent Wealth Network Inc. | 65,603 | $3.35M | 1.6% | +2.1% | 0.549% | |
5/16/2024 | Jane Street Group LLC | 271,162 | $13.86M | 0.0% | N/A | 2.269% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 8,589 | $406K | 0.0% | -44.3% | 0.072% | |
5/14/2024 | OLD Mission Capital LLC | 71,592 | $3.66M | 0.1% | N/A | 0.599% | |
5/14/2024 | CreativeOne Wealth LLC | 54,671 | $2.79M | 0.1% | +3.7% | 0.457% | |
5/13/2024 | Hilltop Partners LLC | 10,736 | $549K | 0.2% | -96.2% | 0.090% | |
5/13/2024 | Safeguard Investment Advisory Group LLC | 40,712 | $2.08M | 0.7% | -53.5% | 0.341% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 6,147 | $314K | 0.0% | -56.1% | 0.052% | |
5/2/2024 | Vantage Financial Partners LLC | 6,485 | $331K | 0.1% | -26.0% | 0.054% | |
5/2/2024 | BNP Paribas | 7,178 | $367K | 0.0% | N/A | 0.060% | |
5/1/2024 | Private Advisor Group LLC | 7,988 | $408K | 0.0% | -6.8% | 0.067% | |
4/30/2024 | J.W. Cole Advisors Inc. | 30,579 | $1.56M | 0.1% | +27.4% | 0.257% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 133,783 | $6.84M | 0.0% | +6.6% | 1.124% | |
4/22/2024 | Centennial Wealth Advisory LLC | 46,175 | $2.36M | 1.1% | +24.2% | 0.388% | |
4/16/2024 | Tsfg LLC | 8,831 | $451K | 0.1% | N/A | 0.083% | |
4/11/2024 | &PARTNERS | 21,414 | $1.09M | 0.2% | N/A | 0.200% | |
4/11/2024 | Independent Wealth Network Inc. | 45,973 | $2.35M | 6.2% | -28.5% | 0.430% | |
4/10/2024 | Signal Advisors Wealth LLC | 5,898 | $301K | 0.1% | N/A | 0.055% | |
4/10/2024 | Stableford Capital II LLC | 167,638 | $8.57M | 3.4% | +197.5% | 1.567% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 15,432 | $811K | 0.0% | +79.7% | 0.144% | |
3/1/2024 | Transcendent Capital Group LLC | 5,476 | $288K | 0.2% | N/A | 0.051% | |
2/16/2024 | Secured Retirement Advisors LLC | 10,927 | $575K | 0.6% | N/A | 0.102% | |
2/14/2024 | Connectus Wealth LLC | 140,265 | $7.38M | 0.1% | N/A | 1.311% | |
2/13/2024 | Beacon Bridge Wealth Partners LLC | 10,095 | $531K | 0.3% | -60.5% | 0.094% | |
2/12/2024 | Peterson Financial Group Inc. | 4,074 | $214K | 0.1% | N/A | 0.038% | |
2/12/2024 | Focus Financial Network Inc. ADV | 106,510 | $5.60M | 0.2% | N/A | 0.995% | |
2/9/2024 | Advisory Services Network LLC | 3,507 | $184K | 0.0% | N/A | 0.033% | |
2/9/2024 | CreativeOne Wealth LLC | 52,697 | $2.77M | 0.2% | +322.1% | 0.492% | |
2/9/2024 | Wells Fargo & Company MN | 321,906 | $16.93M | 0.0% | +22.6% | 3.008% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 14,010 | $737K | 0.0% | +79.3% | 0.131% | |
2/7/2024 | Rooted Wealth Advisors Inc. | 57,492 | $2.94M | 1.5% | +7.0% | 0.537% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 100,990 | $5.31M | 0.0% | -11.1% | 0.944% | |
2/6/2024 | Private Advisor Group LLC | 8,575 | $451K | 0.0% | -16.0% | 0.080% | |
2/6/2024 | National Bank of Canada FI | 5,680 | $296K | 0.0% | +42.3% | 0.053% | |
2/5/2024 | Vantage Financial Partners LLC | 8,764 | $461K | 0.1% | N/A | 0.082% | |
2/2/2024 | Atria Wealth Solutions Inc. | 87,862 | $4.62M | 0.1% | +9.8% | 0.821% | |
1/31/2024 | J.W. Cole Advisors Inc. | 24,001 | $1.26M | 0.1% | +7.3% | 0.224% | |
1/31/2024 | Oliver Lagore Vanvalin Investment Group | 534 | $28K | 0.0% | -68.3% | 0.005% | |
1/26/2024 | Safeguard Investment Advisory Group LLC | 87,627 | $4.61M | 1.7% | -1.2% | 0.819% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 5,278 | $277K | 0.1% | -4.8% | 0.049% | |
1/25/2024 | Meeder Advisory Services Inc. | 9,150 | $481K | 0.1% | N/A | 0.086% | |
1/24/2024 | Sowell Financial Services LLC | 15,191 | $799K | 0.0% | N/A | 0.142% | |
1/24/2024 | Park Place Capital Corp | 14,864 | $782K | 0.3% | +133.7% | 0.139% | |
1/24/2024 | International Assets Investment Management LLC | 807,318 | $42.45M | 0.0% | +5,122.0% | 7.545% | |
1/23/2024 | Level Financial Advisors Inc. | 1,164 | $61K | 0.0% | +2,182.4% | 0.011% | |
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1/19/2024 | Fermata Advisors LLC | 4,390 | $231K | 0.1% | -68.3% | 0.041% | |
1/18/2024 | Global Retirement Partners LLC | 500 | $26K | 0.0% | N/A | 0.005% | |
1/18/2024 | Peak Financial Management Inc. | 158,516 | $8.34M | 2.8% | -8.9% | 1.481% | |
1/17/2024 | Centennial Wealth Advisory LLC | 37,182 | $1.96M | 1.0% | -21.5% | 0.347% | |
1/17/2024 | Kingdom Financial Group LLC. | 21,370 | $1.12M | 1.0% | +38.5% | 0.200% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 125,462 | $6.60M | 0.0% | +4.3% | 1.173% | |
1/12/2024 | Mutual Advisors LLC | 54,289 | $2.85M | 0.1% | -4.6% | 0.507% | |
1/12/2024 | Stableford Capital II LLC | 56,353 | $2.92M | 1.3% | N/A | 0.527% | |
1/12/2024 | Verde Capital Management | 120,859 | $6.36M | 2.4% | -8.7% | 1.130% | |
1/12/2024 | Independent Wealth Network Inc. | 64,277 | $3.38M | 1.8% | -4.3% | 0.601% | |