10/31/2024 | Cozad Asset Management Inc. | 9,355 | $570K | 0.1% | N/A | 0.050% | |
10/31/2024 | Trademark Financial Management LLC | 7,512 | $458K | 0.4% | -18.0% | 0.040% | |
10/31/2024 | Concurrent Investment Advisors LLC | 10,116 | $617K | 0.0% | -3.6% | 0.054% | |
10/29/2024 | Janney Montgomery Scott LLC | 22,843 | $1.39M | 0.0% | +361.7% | 0.122% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 70,287 | $4.29M | 0.4% | +11.2% | 0.374% | |
10/28/2024 | Summit Wealth Partners LLC | 12,406 | $756K | 0.1% | +22.3% | 0.066% | |
|
10/25/2024 | Wells Trecaso Financial Group LLC | 16,219 | $989K | 0.3% | +10.9% | 0.086% | |
10/23/2024 | West Michigan Advisors LLC | 62,509 | $3.81M | 1.2% | +2.1% | 0.333% | |
10/22/2024 | Syntegra Private Wealth Group LLC | 800,677 | $48.81M | 5.6% | N/A | 4.266% | |
10/22/2024 | Private Advisor Group LLC | 16,477 | $1.00M | 0.0% | -3.1% | 0.088% | |
10/22/2024 | Leo Wealth LLC | 17,047 | $1.04M | 0.1% | +10.0% | 0.091% | |
10/21/2024 | Stewardship Advisors LLC | 71,098 | $4.33M | 1.2% | -37.7% | 0.379% | |
10/21/2024 | Bluesphere Advisors LLC | 7,352 | $448K | 0.2% | N/A | 0.039% | |
10/21/2024 | Triad Wealth Partners LLC | 45,214 | $2.76M | 1.5% | -27.4% | 0.241% | |
10/16/2024 | Cornerstone Wealth Management LLC | 5,268 | $321K | 0.0% | +27.5% | 0.028% | |
10/16/2024 | PCG Wealth Advisors LLC | 44,103 | $2.69M | 1.0% | +9.3% | 0.235% | |
10/16/2024 | MN Wealth Advisors LLC | 5,443 | $332K | 0.2% | +7.3% | 0.029% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 98,936 | $6.03M | 0.9% | +318.8% | 0.527% | |
10/11/2024 | Wagner Wealth Management LLC | 311,088 | $18.96M | 5.1% | +8.0% | 1.657% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 41,532 | $2.53M | 0.1% | +25.9% | 0.221% | |
10/9/2024 | Modus Advisors LLC | 3,316 | $202K | 0.1% | N/A | 0.018% | |
10/8/2024 | CWM LLC | 346,824 | $21.14M | 0.1% | +56.1% | 1.848% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 4,541 | $277K | 0.0% | +10.9% | 0.024% | |
10/7/2024 | Choice Wealth Advisors LLC | 149,392 | $9.11M | 4.6% | +3.0% | 0.796% | |
10/7/2024 | Lakeridge Wealth Management LLC | 63,713 | $3.88M | 2.1% | +2.5% | 0.339% | |
10/3/2024 | Rockland Trust Co. | 12,820 | $782K | 0.0% | -26.3% | 0.068% | |
9/11/2024 | Summit Wealth Partners LLC | 10,142 | $574K | 0.1% | N/A | 0.054% | |
8/22/2024 | Cetera Investment Advisers | 86,803 | $4.92M | 0.0% | +116.5% | 0.462% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 153,904 | $8.72M | 0.0% | +315.1% | 0.820% | |
8/16/2024 | Creative Planning | 9,922 | $562K | 0.0% | -6.5% | 0.053% | |
8/16/2024 | Ascent Group LLC | 3,906 | $221K | 0.0% | N/A | 0.021% | |
8/13/2024 | Thrivent Financial for Lutherans | 9,144 | $518K | 0.0% | +42.1% | 0.049% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 29,216 | $1.66M | 0.0% | -0.7% | 0.156% | |
8/8/2024 | Hazlett Burt & Watson Inc. | 1,760 | $99K | 0.1% | +76.0% | 0.009% | |
8/8/2024 | LPL Financial LLC | 823,727 | $46.66M | 0.0% | +23.8% | 4.389% | |
8/6/2024 | Flynn Zito Capital Management LLC | 113,595 | $6.43M | 3.3% | N/A | 0.605% | |
8/5/2024 | Private Advisor Group LLC | 16,999 | $963K | 0.0% | +6.1% | 0.091% | |
7/31/2024 | Commonwealth Equity Services LLC | 39,570 | $2.24M | 0.0% | +40.8% | 0.211% | |
7/31/2024 | Concurrent Investment Advisors LLC | 10,490 | $594K | 0.0% | -10.4% | 0.056% | |
7/31/2024 | Trademark Financial Management LLC | 9,165 | $519K | 0.4% | -19.7% | 0.049% | |
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7/29/2024 | Ameritas Advisory Services LLC | 38,500 | $2.18M | 0.1% | N/A | 0.205% | |
7/27/2024 | Zimmermann Investment Management & Planning LLC | 30,850 | $1.75M | 0.6% | +23.5% | 0.164% | |
7/25/2024 | Systelligence LLC | 196,878 | $11.15M | 3.0% | -6.5% | 1.049% | |
7/25/2024 | Destiny Wealth Partners LLC | 60,252 | $3.41M | 0.6% | -47.8% | 0.321% | |
7/24/2024 | MN Wealth Advisors LLC | 5,073 | $287K | 0.2% | N/A | 0.027% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 32,977 | $1.87M | 0.1% | +59.0% | 0.176% | |
7/23/2024 | Rockland Trust Co. | 17,404 | $986K | 0.1% | -31.2% | 0.093% | |
7/22/2024 | Atria Wealth Solutions Inc. | 14,242 | $807K | 0.0% | +62.1% | 0.076% | |
7/18/2024 | Triad Wealth Partners LLC | 62,270 | $3.53M | 1.8% | +18.6% | 0.332% | |
7/17/2024 | CGC Financial Services LLC | 320,336 | $18.14M | 7.9% | N/A | 1.707% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 23,626 | $1.34M | 0.2% | -28.6% | 0.126% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 9,135 | $517K | 0.0% | +148.4% | 0.049% | |
7/16/2024 | PCG Wealth Advisors LLC | 40,352 | $2.29M | 1.0% | +21.7% | 0.215% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 4,096 | $232K | 0.0% | N/A | 0.022% | |
7/15/2024 | Fifth Third Securities Inc. | 15,077 | $854K | 0.1% | N/A | 0.080% | |
7/15/2024 | Choice Wealth Advisors LLC | 145,089 | $8.22M | 4.4% | N/A | 0.773% | |
7/10/2024 | Stewardship Advisors LLC | 114,088 | $6.46M | 2.1% | +15.1% | 0.608% | |
7/10/2024 | CWM LLC | 222,178 | $12.58M | 0.1% | +42.1% | 1.184% | |
5/24/2024 | Cetera Investment Advisers | 40,099 | $2.35M | 0.0% | +62.3% | 0.214% | |
5/9/2024 | Leo Wealth LLC | 54,031 | $3.14M | 0.3% | +30.3% | 0.297% | |
5/8/2024 | US Bancorp DE | 32,284 | $1.89M | 0.0% | -6.5% | 0.177% | |
5/8/2024 | O Dell Group LLC | 7,128 | $417K | 0.1% | +3.5% | 0.039% | |
5/8/2024 | Trademark Financial Management LLC | 11,412 | $668K | 0.6% | -7.3% | 0.063% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 3,678 | $215K | 0.0% | N/A | 0.020% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 20,737 | $1.21M | 0.1% | +1,480.6% | 0.114% | |
4/30/2024 | Private Advisor Group LLC | 16,018 | $938K | 0.0% | -9.6% | 0.088% | |
4/30/2024 | Lakeridge Wealth Management LLC | 59,807 | $3.50M | 2.3% | +0.5% | 0.328% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 1,000 | $60K | 0.0% | N/A | 0.005% | |
4/29/2024 | Commonwealth Equity Services LLC | 28,111 | $1.65M | 0.0% | +65.8% | 0.154% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 29,416 | $1.72M | 0.0% | +35.2% | 0.161% | |
4/29/2024 | Aspire Wealth Management Corp | 1,999 | $117K | 0.1% | +63.3% | 0.011% | |
4/24/2024 | Wells Trecaso Financial Group LLC | 11,551 | $676K | 0.2% | N/A | 0.063% | |
4/23/2024 | Triad Wealth Partners LLC | 52,502 | $3.07M | 2.4% | N/A | 0.287% | |
4/23/2024 | Global Retirement Partners LLC | 3,790 | $222K | 0.0% | +31.7% | 0.021% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 51,528 | $3.02M | 0.0% | +4.8% | 0.282% | |
4/19/2024 | PCG Wealth Advisors LLC | 33,147 | $1.94M | 0.9% | +29.6% | 0.181% | |
4/18/2024 | WJ Wealth Management LLC | 47,612 | $2.79M | 1.1% | N/A | 0.260% | |
4/12/2024 | Systelligence LLC | 210,464 | $12.32M | 3.2% | -0.5% | 1.150% | |
4/11/2024 | Rockland Trust Co. | 25,291 | $1.48M | 0.1% | -21.0% | 0.138% | |
4/9/2024 | Destiny Wealth Partners LLC | 115,325 | $6.75M | 1.2% | -12.8% | 0.672% | |
3/14/2024 | Leo Wealth LLC | 41,451 | $2.34M | 0.2% | N/A | 0.241% | |
2/16/2024 | O Dell Group LLC | 6,888 | $370K | 0.1% | N/A | 0.040% | |
2/13/2024 | Trademark Financial Management LLC | 12,310 | $661K | 0.5% | N/A | 0.072% | |
2/9/2024 | US Bancorp DE | 34,540 | $1.86M | 0.0% | +0.7% | 0.201% | |
2/7/2024 | Principal Securities Inc. | 879 | $47K | 0.0% | N/A | 0.005% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 1,312 | $70K | 0.0% | N/A | 0.008% | |
2/6/2024 | Private Advisor Group LLC | 17,725 | $952K | 0.0% | +6.8% | 0.103% | |
2/6/2024 | Merit Financial Group LLC | 9,791 | $526K | 0.0% | N/A | 0.057% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 21,753 | $1.17M | 0.0% | -7.5% | 0.127% | |
2/1/2024 | Northwest Capital Management Inc | 3,925 | $211K | 0.1% | N/A | 0.023% | |
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2/1/2024 | CWM LLC | 54,074 | $2.90M | 0.0% | +30.9% | 0.315% | |
1/30/2024 | PCG Wealth Advisors LLC | 25,586 | $1.37M | 0.8% | +21.0% | 0.149% | |
1/24/2024 | International Assets Investment Management LLC | 2,687 | $144K | 0.0% | N/A | 0.016% | |
1/24/2024 | Private Trust Co. NA | 4,508 | $242K | 0.0% | +12.5% | 0.026% | |
1/24/2024 | Breakwater Capital Group | 3,760 | $201K | 0.1% | N/A | 0.022% | |
1/22/2024 | Zimmermann Investment Management & Planning LLC | 57,833 | $3.11M | 1.3% | -13.1% | 0.337% | |
1/19/2024 | AdvisorNet Financial Inc | 46,478 | $2.50M | 0.2% | N/A | 0.271% | |
1/19/2024 | SFG Wealth Management LLC. | 8,290 | $445K | 0.3% | +7.6% | 0.048% | |
1/19/2024 | Destiny Wealth Partners LLC | 132,310 | $6.91M | 1.3% | +8.3% | 0.771% | |
1/19/2024 | Wagner Wealth Management LLC | 193,052 | $10.37M | 3.5% | -1.9% | 1.124% | |