11/18/2024 | TD Private Client Wealth LLC | 14,600 | $715K | 0.0% | +2.2% | 0.120% | |
11/18/2024 | Asset Allocation Strategies LLC | 26,993 | $1.32M | 0.4% | -29.0% | 0.222% | |
11/15/2024 | MML Investors Services LLC | 82,156 | $4.02M | 0.0% | -10.4% | 0.676% | |
11/15/2024 | Stifel Financial Corp | 16,635 | $814K | 0.0% | -28.5% | 0.137% | |
11/15/2024 | HighTower Advisors LLC | 44,107 | $2.16M | 0.0% | -0.6% | 0.363% | |
11/14/2024 | Captrust Financial Advisors | 5,314 | $260K | 0.0% | -11.8% | 0.044% | |
|
11/14/2024 | CreativeOne Wealth LLC | 13,142 | $643K | 0.0% | +7.5% | 0.108% | |
11/13/2024 | FMR LLC | 5,868 | $287K | 0.0% | +30.4% | 0.048% | |
11/12/2024 | Certified Advisory Corp | 69,322 | $3.39M | 0.4% | +3.5% | 0.571% | |
11/12/2024 | Flagstar Advisors Inc. | 4,807 | $235K | 0.1% | -4.2% | 0.040% | |
11/9/2024 | Creekside Partners | 21,826 | $1.07M | 0.6% | -2.6% | 0.180% | |
11/8/2024 | Steele Capital Management Inc. | 166,476 | $8.17M | 0.4% | +15.4% | 1.370% | |
11/8/2024 | Avior Wealth Management LLC | 12,764 | $625K | 0.0% | -7.2% | 0.105% | |
11/8/2024 | Prospera Financial Services Inc | 4,318 | $211K | 0.0% | N/A | 0.036% | |
11/6/2024 | Black Diamond Financial LLC | 142,464 | $6.99M | 1.2% | +40.0% | 1.173% | |
11/4/2024 | Beam Wealth Advisors Inc. | 29,194 | $1.43M | 0.4% | +3.1% | 0.240% | |
11/1/2024 | Atria Investments Inc | 317,716 | $15.56M | 0.2% | +2.2% | 2.615% | |
11/1/2024 | Aspire Wealth Management Corp | 4,880 | $239K | 0.1% | -13.2% | 0.040% | |
10/29/2024 | Opes Wealth Management LLC | 104,440 | $5.11M | 1.0% | +0.8% | 0.860% | |
10/29/2024 | IAG Wealth Partners LLC | 71,515 | $3.50M | 0.6% | +2.8% | 0.589% | |
10/29/2024 | Key Financial Inc | 13,403 | $656K | 0.1% | +4.3% | 0.110% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 5,885 | $288K | 0.0% | -69.7% | 0.048% | |
10/25/2024 | Valmark Advisers Inc. | 16,310 | $799K | 0.0% | N/A | 0.134% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 4,359 | $213K | 0.0% | N/A | 0.036% | |
10/22/2024 | Private Advisor Group LLC | 21,121 | $1.03M | 0.0% | +6.9% | 0.174% | |
10/21/2024 | Rodgers & Associates LTD | 30,900 | $1.51M | 0.2% | -5.2% | 0.254% | |
10/21/2024 | Courage Miller Partners LLC | 14,533 | $712K | 0.2% | -5.6% | 0.120% | |
10/21/2024 | Gilliland Jeter Wealth Management LLC | 9,260 | $453K | 0.1% | +408.5% | 0.076% | |
10/16/2024 | Global Retirement Partners LLC | 13,057 | $639K | 0.0% | -25.2% | 0.107% | |
10/11/2024 | Creative Planning | 12,092 | $592K | 0.0% | -13.7% | 0.100% | |
10/9/2024 | Matrix Trust Co | 166,476 | $8.15M | 1.5% | +15.4% | 1.370% | |
10/8/2024 | CWM LLC | 165,809 | $8.12M | 0.0% | +5.1% | 1.365% | |
8/30/2024 | Creekside Partners | 22,409 | $1.02M | 0.6% | N/A | 0.184% | |
8/22/2024 | Cetera Investment Advisers | 24,297 | $1.11M | 0.0% | -22.4% | 0.200% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 419,427 | $19.08M | 0.0% | +0.6% | 3.452% | |
8/14/2024 | Certified Advisory Corp | 66,967 | $3.05M | 0.4% | +4.9% | 0.551% | |
8/9/2024 | Black Diamond Financial LLC | 101,735 | $4.63M | 0.9% | +19.9% | 0.837% | |
8/7/2024 | Beam Wealth Advisors Inc. | 28,306 | $1.29M | 0.4% | +6.9% | 0.233% | |
8/6/2024 | Opes Wealth Management LLC | 103,607 | $4.71M | 1.0% | -1.4% | 0.853% | |
8/5/2024 | Private Advisor Group LLC | 19,755 | $898K | 0.0% | +6.1% | 0.163% | |
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8/2/2024 | Archer Investment Corp | 1,516 | $69K | 0.0% | +38.8% | 0.012% | |
8/2/2024 | Tortoise Investment Management LLC | 2,922 | $133K | 0.0% | N/A | 0.024% | |
7/31/2024 | Commonwealth Equity Services LLC | 76,033 | $3.46M | 0.0% | -5.0% | 0.626% | |
7/31/2024 | VAUGHAN & Co SECURITIES INC. | 25,036 | $1.14M | 0.7% | -1.0% | 0.206% | |
7/30/2024 | TFB Advisors LLC | 5,016 | $228K | 0.1% | -10.5% | 0.041% | |
7/30/2024 | Key Financial Inc | 12,854 | $585K | 0.1% | +99.3% | 0.106% | |
7/29/2024 | Smith Chas P & Associates PA Cpas | 10,109 | $460K | 0.0% | -5.4% | 0.083% | |
7/26/2024 | Breakwater Capital Group | 7,703 | $350K | 0.1% | -4.5% | 0.063% | |
7/26/2024 | Members Advisory Group LLC | 68,029 | $3.10M | 1.7% | +11.0% | 0.560% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 29,733 | $1.35M | 0.0% | +30.5% | 0.245% | |
7/24/2024 | LRI Investments LLC | 48,567 | $2.21M | 0.3% | -1.2% | 0.400% | |
7/24/2024 | Gilliland Jeter Wealth Management LLC | 1,821 | $83K | 0.0% | N/A | 0.015% | |
7/23/2024 | Shelton Wealth Management LLC | 28,763 | $1.31M | 0.7% | -11.8% | 0.237% | |
7/22/2024 | Atria Wealth Solutions Inc. | 72,524 | $3.30M | 0.0% | +9.9% | 0.597% | |
7/19/2024 | Raymond James & Associates | 38,049 | $1.73M | 0.0% | -1.3% | 0.313% | |
7/17/2024 | Phoenix Wealth Advisors | 25,182 | $1.15M | 0.6% | +24.0% | 0.207% | |
7/17/2024 | IAG Wealth Partners LLC | 69,581 | $3.17M | 0.6% | +6.2% | 0.573% | |
7/16/2024 | Steele Capital Management Inc. | 144,315 | $6.56M | 0.4% | -1.1% | 1.188% | |
7/12/2024 | Opal Wealth Advisors LLC | 3,146 | $143K | 0.0% | N/A | 0.026% | |
7/10/2024 | Matrix Trust Co | 144,315 | $6.56M | 1.5% | -0.9% | 1.188% | |
7/10/2024 | CWM LLC | 157,831 | $7.18M | 0.0% | +6.0% | 1.299% | |
5/24/2024 | Cetera Advisors LLC | 10,381 | $483K | 0.0% | +63.6% | 0.085% | |
5/21/2024 | Atria Investments Inc | 329,952 | $15.37M | 0.2% | +0.8% | 2.716% | |
5/21/2024 | LRI Investments LLC | 49,151 | $2.29M | 0.3% | N/A | 0.405% | |
5/15/2024 | LRI Investments LLC | 49,151 | $2.24M | 0.3% | N/A | 0.405% | |
5/14/2024 | CreativeOne Wealth LLC | 10,672 | $497K | 0.0% | -2.2% | 0.088% | |
5/8/2024 | Avantax Advisory Services Inc. | 316,843 | $14.76M | 0.1% | -3.7% | 2.597% | |
5/6/2024 | Mittelman Wealth Management | 15,016 | $699K | 0.5% | N/A | 0.123% | |
5/3/2024 | TFB Advisors LLC | 5,605 | $245K | 0.1% | N/A | 0.046% | |
4/30/2024 | Concord Wealth Partners | 1,396 | $65K | 0.0% | N/A | 0.011% | |
4/29/2024 | Commonwealth Equity Services LLC | 80,028 | $3.73M | 0.0% | -2.9% | 0.656% | |
4/27/2024 | Phoenix Wealth Advisors | 20,309 | $946K | 0.6% | +29.3% | 0.166% | |
4/27/2024 | Members Advisory Group LLC | 61,267 | $2.85M | 1.6% | +3.1% | 0.502% | |
4/25/2024 | IAG Wealth Partners LLC | 65,532 | $3.05M | 0.7% | +4.7% | 0.537% | |
4/23/2024 | Global Retirement Partners LLC | 26,796 | $1.25M | 0.0% | -6.5% | 0.223% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 81,603 | $3.80M | 0.0% | -3.9% | 0.680% | |
4/18/2024 | Steele Capital Management Inc. | 145,882 | $6.79M | 0.4% | -2.8% | 1.216% | |
4/15/2024 | Flagstar Advisors Inc. | 5,366 | $250K | 0.1% | -12.3% | 0.045% | |
4/10/2024 | LexAurum Advisors LLC | 4,431 | $206K | 0.1% | -9.1% | 0.037% | |
4/5/2024 | CWM LLC | 148,948 | $6.94M | 0.1% | +4.6% | 1.585% | |
2/17/2024 | Madison Wealth Partners Inc | 7,749 | $341K | 0.1% | +5.6% | 0.082% | |
2/15/2024 | Gallagher Fiduciary Advisors LLC | 337,504 | $14.85M | 0.5% | +8.3% | 3.590% | |
2/14/2024 | Visionary Wealth Advisors | 17,291 | $761K | 0.1% | -33.0% | 0.184% | |
2/14/2024 | Asset Allocation Strategies LLC | 38,424 | $1.69M | 0.7% | +19.7% | 0.409% | |
2/9/2024 | Members Advisory Group LLC | 59,435 | $2.62M | 1.5% | N/A | 0.632% | |
2/9/2024 | Certified Advisory Corp | 61,961 | $2.73M | 0.4% | -16.7% | 0.659% | |
2/9/2024 | Corient Private Wealth LLC | 28,873 | $1.27M | 0.0% | +73.0% | 0.307% | |
2/9/2024 | Wells Fargo & Company MN | 224,259 | $9.87M | 0.0% | +20.7% | 2.386% | |
2/7/2024 | Avantax Advisory Services Inc. | 328,885 | $14.47M | 0.1% | +8.1% | 3.499% | |
2/7/2024 | Principal Securities Inc. | 2,866 | $126K | 0.0% | N/A | 0.030% | |
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2/6/2024 | Private Advisor Group LLC | 18,527 | $815K | 0.0% | +13.2% | 0.197% | |
2/6/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 10,854 | $478K | 0.0% | N/A | 0.115% | |
2/6/2024 | Merit Financial Group LLC | 21,052 | $926K | 0.0% | N/A | 0.224% | |
2/6/2024 | Summit Global Investments | 12,787 | $563K | 0.0% | N/A | 0.136% | |
2/5/2024 | Steele Capital Management Inc. | 150,035 | $6.60M | 0.4% | N/A | 1.596% | |
2/5/2024 | Matrix Trust Co | 149,754 | $6.59M | 1.5% | +0.2% | 1.593% | |
2/2/2024 | IAG Wealth Partners LLC | 62,604 | $2.76M | 0.6% | N/A | 0.666% | |
2/2/2024 | Rodgers & Associates LTD | 32,646 | $1.44M | 0.2% | +1.5% | 0.347% | |
2/1/2024 | CWM LLC | 142,427 | $6.27M | 0.0% | +2.5% | 1.515% | |
1/31/2024 | Opes Wealth Management LLC | 107,454 | $4.73M | 1.1% | +1.0% | 1.143% | |