11/1/2024 | Assetmark Inc. | 124,360 | $2.79M | 0.0% | +12.2% | 0.580% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 376,917 | $8.44M | 1.7% | -4.5% | 1.757% | |
10/30/2024 | Centennial Wealth Advisory LLC | 24,037 | $538K | 0.2% | +138.1% | 0.112% | |
10/30/2024 | Maia Wealth LLC | 44,088 | $946K | 0.2% | +7.0% | 0.206% | |
10/29/2024 | Janney Montgomery Scott LLC | 321,730 | $7.21M | 0.0% | +8.2% | 1.500% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 915,789 | $20.51M | 1.0% | -8.0% | 4.269% | |
|
10/28/2024 | Creative Financial Designs Inc. ADV | 46,621 | $1.04M | 0.1% | +1.2% | 0.217% | |
10/28/2024 | Stephens Inc. AR | 729,784 | $16.35M | 0.2% | +21.3% | 3.402% | |
10/28/2024 | US Bancorp DE | 8,128 | $182K | 0.0% | N/A | 0.038% | |
10/25/2024 | Integrated Advisors Network LLC | 27,511 | $616K | 0.0% | -19.8% | 0.128% | |
10/25/2024 | Gateway Wealth Partners LLC | 55,812 | $1.25M | 0.3% | -11.6% | 0.260% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 14,726 | $330K | 0.0% | +4.0% | 0.069% | |
10/19/2024 | Cedrus LLC | 99,265 | $2.22M | 0.8% | +89.3% | 0.463% | |
10/18/2024 | Raymond James & Associates | 707,199 | $15.84M | 0.0% | +181.5% | 3.297% | |
10/16/2024 | Marshall Financial Group LLC | 633,349 | $14.19M | 3.4% | -1.4% | 2.953% | |
10/16/2024 | Global Retirement Partners LLC | 77,285 | $1.73M | 0.1% | +235.5% | 0.360% | |
10/16/2024 | Good Life Advisors LLC | 66,919 | $1.50M | 0.1% | +8.2% | 0.312% | |
10/11/2024 | Iams Wealth Management LLC | 66,559 | $1.49M | 0.7% | +35.9% | 0.310% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 15,914 | $356K | 0.0% | -5.9% | 0.074% | |
10/9/2024 | Ferguson Shapiro LLC | 16,215 | $363K | 0.1% | -17.0% | 0.076% | |
10/8/2024 | CWM LLC | 6,939 | $155K | 0.0% | N/A | 0.032% | |
10/7/2024 | SignalPoint Asset Management LLC | 45,058 | $1.01M | 0.2% | -38.3% | 0.210% | |
10/3/2024 | Private Client Services LLC | 9,115 | $204K | 0.1% | N/A | 0.042% | |
10/3/2024 | Park Avenue Securities LLC | 48,067 | $1.08M | 0.0% | -3.4% | 0.224% | |
9/23/2024 | Centaurus Financial Inc. | 5,345 | $112K | 0.0% | N/A | 0.025% | |
9/5/2024 | Sanctuary Advisors LLC | 33,382 | $676K | 0.0% | N/A | 0.156% | |
8/22/2024 | Cetera Investment Advisers | 492,917 | $10.37M | 0.0% | +15.6% | 2.298% | |
8/21/2024 | Truist Financial Corp | 53,473 | $1.13M | 0.0% | -1.5% | 0.249% | |
8/16/2024 | Gateway Wealth Partners LLC | 63,171 | $1.33M | 0.4% | N/A | 0.295% | |
8/16/2024 | NewEdge Advisors LLC | 265,041 | $5.57M | 0.0% | +25.6% | 1.236% | |
8/13/2024 | AE Wealth Management LLC | 80,063 | $1.68M | 0.0% | +15.6% | 0.373% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 84,747 | $1.78M | 0.0% | +33.2% | 0.395% | |
8/9/2024 | GDS Wealth Management | 686,041 | $14.43M | 1.6% | +19.9% | 3.198% | |
8/8/2024 | Envestnet Asset Management Inc. | 1,075,365 | $22.62M | 0.0% | +0.9% | 5.013% | |
8/8/2024 | CoreCap Advisors LLC | 78,155 | $1.64M | 0.2% | N/A | 0.364% | |
8/8/2024 | LPL Financial LLC | 1,907,465 | $40.11M | 0.0% | +36.6% | 8.893% | |
8/7/2024 | Wedbush Securities Inc. | 13,356 | $281K | 0.0% | +15.3% | 0.062% | |
8/5/2024 | Altus Wealth Group LLC | 12,717 | $267K | 0.1% | -36.0% | 0.059% | |
8/2/2024 | FSB Premier Wealth Management Inc. | 28,278 | $595K | 0.3% | N/A | 0.132% | |
7/31/2024 | Spire Wealth Management | 28,207 | $593K | 0.0% | N/A | 0.132% | |
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7/31/2024 | Commonwealth Equity Services LLC | 429,169 | $9.03M | 0.0% | +23.9% | 2.001% | |
7/31/2024 | IFG Advisory LLC | 110,784 | $2.33M | 0.1% | +29.6% | 0.516% | |
7/31/2024 | Holistic Financial Partners | 244,687 | $5.15M | 2.6% | -0.5% | 1.141% | |
7/30/2024 | International Assets Investment Management LLC | 2,500 | $53K | 0.0% | N/A | 0.012% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 394,771 | $8.30M | 1.8% | +1.1% | 1.840% | |
7/26/2024 | Harbour Investments Inc. | 427,410 | $8.99M | 0.3% | -13.2% | 1.993% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 14,157 | $298K | 0.0% | +24.5% | 0.066% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 732,378 | $15.40M | 0.1% | -8.9% | 3.414% | |
7/26/2024 | Bank of New York Mellon Corp | 190,190 | $4M | 0.0% | -10.9% | 0.887% | |
7/25/2024 | First Heartland Consultants Inc. | 34,456 | $725K | 0.1% | -86.9% | 0.161% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 16,904 | $355K | 0.0% | -11.6% | 0.079% | |
7/22/2024 | Atria Wealth Solutions Inc. | 1,054,953 | $22.19M | 0.2% | +14.5% | 4.918% | |
7/22/2024 | Centennial Wealth Advisory LLC | 10,096 | $212K | 0.1% | -15.6% | 0.047% | |
7/19/2024 | Western Wealth Management LLC | 10,100 | $212K | 0.0% | -15.2% | 0.047% | |
7/19/2024 | Marshall Financial Group LLC | 642,277 | $13.51M | 3.8% | +8.4% | 2.994% | |
7/19/2024 | Raymond James & Associates | 251,197 | $5.28M | 0.0% | +4.0% | 1.171% | |
7/17/2024 | Midwest Financial Group LLC | 104,990 | $2.21M | 1.4% | +3.5% | 0.489% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 95,317 | $2.01M | 0.0% | -2.3% | 0.444% | |
7/16/2024 | Maia Wealth LLC | 41,216 | $880K | 0.3% | N/A | 0.192% | |
7/15/2024 | RFG Advisory LLC | 16,702 | $351K | 0.0% | N/A | 0.078% | |
7/15/2024 | Coastline Trust Co | 17,765 | $374K | 0.0% | -20.7% | 0.083% | |
7/11/2024 | Clarus Wealth Advisors | 11,356 | $241K | 0.1% | -60.1% | 0.053% | |
7/9/2024 | Park Avenue Securities LLC | 49,760 | $1.05M | 0.0% | +13.5% | 0.232% | |
5/24/2024 | Cetera Advisors LLC | 64,318 | $1.38M | 0.0% | +251.8% | 0.300% | |
5/24/2024 | Cetera Investment Advisers | 426,463 | $9.12M | 0.0% | +1,286.5% | 1.988% | |
5/21/2024 | Atria Investments Inc | 48,559 | $1.04M | 0.0% | -39.6% | 0.226% | |
5/17/2024 | Comerica Bank | 11,260 | $241K | 0.0% | N/A | 0.052% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 10,312 | $220K | 0.0% | N/A | 0.048% | |
5/15/2024 | Kestra Advisory Services LLC | 621,210 | $13.28M | 0.1% | +63.3% | 2.896% | |
5/14/2024 | Owen LaRue LLC | 277,881 | $5.94M | 3.7% | N/A | 1.305% | |
5/10/2024 | Osaic Holdings Inc. | 596,713 | $12.65M | 0.0% | +54.2% | 2.801% | |
5/9/2024 | Orion Portfolio Solutions LLC | 79,276 | $1.70M | 0.0% | N/A | 0.372% | |
5/9/2024 | Kingsview Wealth Management LLC | 146,672 | $3.14M | 0.1% | +5.8% | 0.689% | |
5/8/2024 | Avantax Advisory Services Inc. | 23,150 | $495K | 0.0% | -8.8% | 0.109% | |
5/7/2024 | Concurrent Investment Advisors LLC | 64,627 | $1.38M | 0.1% | +7.8% | 0.303% | |
5/7/2024 | Oppenheimer & Co. Inc. | 17,891 | $383K | 0.0% | +31.1% | 0.084% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 97,524 | $2.09M | 0.0% | N/A | 0.458% | |
5/4/2024 | Geneos Wealth Management Inc. | 93,130 | $1.99M | 0.1% | N/A | 0.437% | |
5/1/2024 | Janney Montgomery Scott LLC | 273,059 | $5.84M | 0.0% | +209.4% | 1.282% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 19,121 | $409K | 0.0% | +618.3% | 0.090% | |
4/29/2024 | Commonwealth Equity Services LLC | 346,416 | $7.41M | 0.0% | +19.8% | 1.626% | |
4/29/2024 | Benjamin Edwards Inc. | 1,339 | $29K | 0.0% | N/A | 0.006% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 63,610 | $1.36M | 0.0% | +290.1% | 0.299% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 803,991 | $17.19M | 0.1% | +51.9% | 3.922% | |
4/23/2024 | Cherry Creek Investment Advisors Inc. | 24,133 | $516K | 0.3% | N/A | 0.118% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 94,201 | $2.01M | 0.0% | -66.7% | 0.460% | |
4/22/2024 | Centennial Wealth Advisory LLC | 11,956 | $256K | 0.1% | N/A | 0.058% | |
4/22/2024 | Raymond James & Associates | 241,620 | $5.17M | 0.0% | +16.1% | 1.179% | |
4/19/2024 | Marshall Financial Group LLC | 592,698 | $12.67M | 3.6% | +16.4% | 2.891% | |
4/19/2024 | Core Wealth Partners LLC | 10,073 | $215K | 0.2% | N/A | 0.049% | |
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4/18/2024 | Iams Wealth Management LLC | 23,587 | $501K | 0.3% | -30.9% | 0.115% | |
4/11/2024 | Security Financial Services INC. | 12,831 | $274K | 0.1% | +5.4% | 0.063% | |
4/11/2024 | Clarus Wealth Advisors | 28,485 | $588K | 0.3% | +2.7% | 0.139% | |
4/11/2024 | Midwest Financial Group LLC | 101,423 | $2.17M | 1.5% | -3.0% | 0.495% | |
4/10/2024 | Ferguson Shapiro LLC | 19,403 | $415K | 0.2% | -94.1% | 0.095% | |
4/10/2024 | Park Avenue Securities LLC | 43,826 | $937K | 0.0% | N/A | 0.214% | |
3/8/2024 | ICA Group Wealth Management LLC | 195,792 | $4.33M | 1.0% | N/A | 2.188% | |
2/26/2024 | Integrated Advisors Network LLC | 15,808 | $350K | 0.0% | N/A | 0.177% | |
2/13/2024 | Stephens Inc. AR | 586,008 | $12.97M | 0.2% | +3.6% | 6.548% | |
2/13/2024 | Cetera Advisor Networks LLC | 196,021 | $4.34M | 0.0% | +572.6% | 2.190% | |