10/31/2024 | JNBA Financial Advisors | 23,286 | $935K | 0.1% | -13.3% | 0.204% | |
10/23/2024 | American Institute for Advanced Investment Management LLP | 38,251 | $1.54M | 1.1% | +3.0% | 0.335% | |
10/22/2024 | Private Advisor Group LLC | 446,952 | $17.94M | 0.1% | +4,778.9% | 3.910% | |
10/19/2024 | Midwest Heritage Bank FSB | 30,300 | $1.22M | 0.6% | -3.4% | 0.265% | |
10/18/2024 | Cahaba Wealth Management Inc. | 10,359 | $416K | 0.0% | +24.5% | 0.091% | |
10/15/2024 | Cornell Pochily Investment Advisors Inc. | 17,382 | $698K | 0.2% | +95.0% | 0.152% | |
|
10/11/2024 | Creative Planning | 37,582 | $1.51M | 0.0% | -4.1% | 0.329% | |
9/5/2024 | Sanctuary Advisors LLC | 15,989 | $585K | 0.0% | N/A | 0.140% | |
8/22/2024 | Cetera Investment Advisers | 44,774 | $1.66M | 0.0% | +2.2% | 0.392% | |
8/21/2024 | Granite Bay Wealth Management LLC | 288,556 | $10.71M | 0.4% | +2,181.1% | 2.525% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 159,562 | $5.91M | 0.2% | +64.7% | 1.396% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 124,672 | $4.62M | 0.0% | -1.9% | 1.091% | |
8/16/2024 | Creative Planning | 39,198 | $1.45M | 0.0% | -3.1% | 0.343% | |
8/15/2024 | The Manufacturers Life Insurance Company | 4,936,416 | $182.75M | 0.2% | -1.5% | 43.188% | |
8/12/2024 | WCG Wealth Advisors LLC | 11,043 | $409K | 0.0% | N/A | 0.097% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 13,618 | $504K | 0.0% | -5.4% | 0.119% | |
8/9/2024 | SigFig Wealth Management LLC | 7,422 | $275K | 0.0% | +8.6% | 0.065% | |
8/8/2024 | Envestnet Asset Management Inc. | 156,670 | $5.80M | 0.0% | +12.3% | 1.371% | |
7/31/2024 | Commonwealth Equity Services LLC | 104,504 | $3.87M | 0.0% | -13.2% | 0.914% | |
7/30/2024 | International Assets Investment Management LLC | 1,700 | $63K | 0.0% | N/A | 0.015% | |
7/17/2024 | Midwest Heritage Bank FSB | 31,375 | $1.16M | 0.6% | -7.3% | 0.274% | |
7/15/2024 | Granite Bay Wealth Management LLC | 288,556 | $10.71M | 0.1% | +2,181.1% | 2.525% | |
7/15/2024 | Newman Dignan & Sheerar Inc. | 39,315 | $1.46M | 0.4% | N/A | 0.344% | |
5/24/2024 | Cetera Investment Advisers | 43,803 | $1.69M | 0.0% | +470.9% | 0.383% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 96,876 | $3.73M | 0.1% | -44.5% | 0.848% | |
5/8/2024 | Avantax Advisory Services Inc. | 10,906 | $420K | 0.0% | +3.3% | 0.096% | |
5/1/2024 | Private Advisor Group LLC | 9,112 | $351K | 0.0% | -9.4% | 0.080% | |
4/30/2024 | Granite Bay Wealth Management LLC | 12,650 | $487K | 0.3% | -98.8% | 0.111% | |
4/29/2024 | Commonwealth Equity Services LLC | 120,346 | $4.64M | 0.0% | +23.3% | 1.060% | |
4/26/2024 | JNBA Financial Advisors | 28,040 | $1.08M | 0.1% | -5.5% | 0.247% | |
4/24/2024 | Midwest Heritage Bank FSB | 33,845 | $1.30M | 0.7% | -8.9% | 0.300% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 36,469 | $1.41M | 1.1% | +15.2% | 0.323% | |
4/16/2024 | Pinnacle Bancorp Inc. | 1,362 | $52K | 0.0% | N/A | 0.012% | |
4/8/2024 | Evensky & Katz LLC | 44,905 | $1.73M | 0.1% | -0.7% | 0.420% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 174,560 | $6.38M | 0.2% | +80.2% | 1.631% | |
2/14/2024 | Enzi Wealth | 5,979 | $213K | 0.1% | -34.1% | 0.056% | |
2/13/2024 | The Manufacturers Life Insurance Company | 5,066,314 | $185.27M | 0.1% | -7.2% | 47.349% | |
2/9/2024 | Wells Fargo & Company MN | 401,797 | $14.69M | 0.0% | -19.9% | 3.755% | |
2/9/2024 | UBS Group AG | 431,966 | $15.80M | 0.0% | +9.7% | 4.037% | |
2/8/2024 | SigFig Wealth Management LLC | 5,823 | $213K | 0.0% | N/A | 0.054% | |
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2/8/2024 | JNBA Financial Advisors | 29,665 | $1.09M | 0.1% | -3.5% | 0.277% | |
2/7/2024 | Avantax Advisory Services Inc. | 10,562 | $386K | 0.0% | +14.7% | 0.099% | |
2/7/2024 | Private Portfolio Partners LLC | 12,287 | $449K | 0.1% | -7.3% | 0.115% | |
1/29/2024 | Granite Bay Wealth Management LLC | 1,057,805 | $38.68M | 0.3% | +17.7% | 9.886% | |
1/25/2024 | International Assets Investment Management LLC | 40,466 | $1.48M | 0.0% | N/A | 0.378% | |
1/24/2024 | Stratos Wealth Partners LTD. | 9,416 | $344K | 0.0% | +19.1% | 0.088% | |
1/24/2024 | International Assets Investment Management LLC | 2,222,027 | $81.26M | 0.0% | N/A | 20.767% | |
1/23/2024 | Midwest Heritage Bank FSB | 37,168 | $1.36M | 0.9% | -5.7% | 0.347% | |
1/23/2024 | American Institute for Advanced Investment Management LLP | 31,646 | $1.16M | 1.0% | +9.1% | 0.296% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 16,902 | $618K | 0.0% | -30.1% | 0.158% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 7,696 | $272K | 0.0% | -32.3% | 0.072% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 96,876 | $3.12M | 0.1% | -51.0% | 0.905% | |
11/15/2023 | The Manufacturers Life Insurance Company | 5,462,063 | $175.72M | 0.1% | -5.6% | 51.047% | |
11/14/2023 | Synovus Financial Corp | 420,988 | $13.55M | 0.2% | -3.6% | 3.934% | |
11/13/2023 | Stifel Financial Corp | 55,760 | $1.79M | 0.0% | -1.1% | 0.521% | |
11/13/2023 | LPL Financial LLC | 243,754 | $7.84M | 0.0% | +23.1% | 2.278% | |
11/13/2023 | WCG Wealth Advisors LLC | 10,011 | $322K | 0.0% | N/A | 0.094% | |
11/9/2023 | UBS Group AG | 393,931 | $12.67M | 0.0% | +2.3% | 3.682% | |
11/8/2023 | HighTower Advisors LLC | 96,707 | $3.11M | 0.0% | -1.3% | 0.904% | |
11/7/2023 | Atlas Wealth LLC | 105,244 | $3.39M | 0.6% | -1.0% | 0.984% | |
11/2/2023 | JNBA Financial Advisors | 30,749 | $989K | 0.1% | -4.2% | 0.287% | |
10/31/2023 | American Institute for Advanced Investment Management LLP | 28,994 | $933K | 0.9% | +7.4% | 0.271% | |
10/27/2023 | Capital Advisors Ltd. LLC | 897 | $29K | 0.0% | -45.8% | 0.008% | |
10/27/2023 | Midwest Heritage Bank FSB | 39,418 | $1.27M | 1.0% | -11.3% | 0.368% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 24,176 | $778K | 0.0% | +3.9% | 0.226% | |
10/24/2023 | Raymond James & Associates | 12,479 | $401K | 0.0% | -6.3% | 0.117% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 7,786 | $250K | 0.0% | -6.9% | 0.073% | |
10/23/2023 | Commonwealth Equity Services LLC | 25,389 | $817K | 0.0% | +4.4% | 0.237% | |
10/16/2023 | Enzi Wealth | 9,077 | $284K | 0.2% | -36.5% | 0.085% | |
10/12/2023 | Granite Bay Wealth Management LLC | 898,726 | $30.18M | 0.3% | +6,539.0% | 8.399% | |
8/11/2023 | The Manufacturers Life Insurance Company | 5,784,433 | $193.55M | 0.1% | +1.1% | 54.060% | |
8/10/2023 | Osaic Holdings Inc. | 131,700 | $4.41M | 0.0% | +10.8% | 1.231% | |
8/10/2023 | Private Advisor Group LLC | 9,614 | $322K | 0.0% | -11.2% | 0.090% | |
8/10/2023 | Cetera Investment Advisers | 55,055 | $1.84M | 0.0% | -10.7% | 0.515% | |
8/8/2023 | Synovus Financial Corp | 436,858 | $14.62M | 0.2% | -4.1% | 4.083% | |
8/3/2023 | JNBA Financial Advisors | 32,105 | $1.07M | 0.1% | -1.8% | 0.300% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 11,557 | $387K | 0.0% | -83.9% | 0.108% | |
8/2/2023 | Newman Dignan & Sheerar Inc. | 41,011 | $1.37M | 0.4% | -2.4% | 0.383% | |
7/31/2023 | LPL Financial LLC | 197,960 | $6.62M | 0.0% | +4.9% | 1.850% | |
7/27/2023 | Empire Financial Management Company LLC | 107,575 | $3.60M | 1.4% | -7.2% | 1.005% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 197,882 | $6.62M | 0.1% | -14.7% | 1.849% | |
7/26/2023 | American Institute for Advanced Investment Management LLP | 26,992 | $903K | 0.8% | +9.0% | 0.251% | |
7/26/2023 | Midwest Heritage Bank FSB | 44,416 | $1.49M | 1.1% | -4.4% | 0.413% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 23,267 | $779K | 0.0% | -8.4% | 0.216% | |
7/21/2023 | Creative Planning | 56,079 | $1.88M | 0.0% | -2.3% | 0.522% | |
7/19/2023 | Granite Bay Wealth Management LLC | 13,537 | $453K | 0.4% | -70.8% | 0.126% | |
7/18/2023 | Stratos Wealth Partners LTD. | 7,601 | $254K | 0.0% | N/A | 0.071% | |
7/14/2023 | Enzi Wealth | 14,305 | $493K | 0.3% | -38.0% | 0.133% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 8,363 | $280K | 0.0% | -16.5% | 0.078% | |
7/11/2023 | Flagship Harbor Advisors LLC | 26,512 | $887K | 0.1% | N/A | 0.247% | |
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5/12/2023 | HighTower Advisors LLC | 101,279 | $3.23M | 0.0% | -5.9% | 0.947% | |
5/11/2023 | Synovus Financial Corp | 455,673 | $14.53M | 0.2% | -0.7% | 4.259% | |
5/10/2023 | Private Advisor Group LLC | 10,821 | $345K | 0.0% | N/A | 0.101% | |
5/10/2023 | LPL Financial LLC | 188,701 | $6.02M | 0.0% | -3.1% | 1.764% | |
5/9/2023 | Atlas Wealth LLC | 111,524 | $3.56M | 0.7% | -1.9% | 1.042% | |
5/2/2023 | JNBA Financial Advisors | 32,694 | $1.04M | 0.1% | -2.3% | 0.306% | |
4/28/2023 | Avantax Advisory Services Inc. | 10,041 | $320K | 0.0% | -58.4% | 0.094% | |
4/28/2023 | Newman Dignan & Sheerar Inc. | 42,035 | $1.34M | 0.4% | -0.9% | 0.393% | |
4/28/2023 | American Institute for Advanced Investment Management LLP | 24,765 | $790K | 0.8% | -8.5% | 0.231% | |
4/20/2023 | Empire Financial Management Company LLC | 115,897 | $3.70M | 1.5% | N/A | 1.083% | |