11/15/2024 | MML Investors Services LLC | 27,192 | $2.53M | 0.0% | +88.3% | 0.755% | |
11/15/2024 | Jane Street Group LLC | 26,250 | $2.44M | 0.0% | N/A | 0.729% | |
11/15/2024 | Red Wave Investments LLC | 25,883 | $2.41M | 0.8% | -6.8% | 0.719% | |
11/14/2024 | Rockefeller Capital Management L.P. | 12,306 | $1.15M | 0.0% | +1.9% | 0.342% | |
11/13/2024 | Freedom Investment Management Inc. | 20,526 | $1.91M | 0.2% | -6.2% | 0.570% | |
11/13/2024 | Bank of Montreal Can | 51,777 | $4.82M | 0.0% | +6.9% | 1.438% | |
|
11/12/2024 | Centaurus Financial Inc. | 1,620 | $151K | 0.0% | +31.7% | 0.045% | |
11/12/2024 | Great Valley Advisor Group Inc. | 4,513 | $420K | 0.0% | +10.5% | 0.125% | |
11/8/2024 | First Horizon Advisors Inc. | 480 | $45K | 0.0% | N/A | 0.013% | |
11/7/2024 | TrinityPoint Wealth LLC | 9,729 | $905K | 0.1% | -3.7% | 0.270% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 35,962 | $3.35M | 0.0% | +11.3% | 0.999% | |
11/1/2024 | Assetmark Inc. | 181,766 | $16.91M | 0.0% | +382.9% | 5.049% | |
11/1/2024 | Able Wealth Management LLC | 11,232 | $1.05M | 0.8% | -2.5% | 0.312% | |
10/31/2024 | Trademark Financial Management LLC | 3,180 | $296K | 0.2% | -54.0% | 0.088% | |
10/29/2024 | Janney Montgomery Scott LLC | 19,183 | $1.79M | 0.0% | +45.2% | 0.533% | |
10/22/2024 | Leo Wealth LLC | 217,240 | $20.22M | 1.8% | +4.6% | 6.034% | |
10/21/2024 | Foundations Investment Advisors LLC | 48,487 | $4.51M | 0.1% | +14.5% | 1.347% | |
10/21/2024 | GFG Capital LLC | 25,942 | $2.41M | 0.6% | N/A | 0.721% | |
10/21/2024 | Trilogy Capital Inc. | 17,499 | $1.63M | 0.1% | -3.0% | 0.486% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 137,555 | $12.80M | 1.8% | N/A | 3.821% | |
10/3/2024 | Park Avenue Securities LLC | 2,732 | $254K | 0.0% | N/A | 0.076% | |
9/23/2024 | Centaurus Financial Inc. | 1,230 | $114K | 0.0% | N/A | 0.034% | |
9/5/2024 | Sanctuary Advisors LLC | 3,964 | $372K | 0.0% | N/A | 0.110% | |
8/26/2024 | Founders Financial Alliance LLC | 2,938 | $273K | 0.1% | -9.8% | 0.082% | |
8/21/2024 | Truist Financial Corp | 10,809 | $1.00M | 0.0% | N/A | 0.300% | |
8/19/2024 | EP Wealth Advisors LLC | 3,559 | $331K | 0.0% | N/A | 0.099% | |
8/14/2024 | Bank of Montreal Can | 48,445 | $4.56M | 0.0% | +0.7% | 1.346% | |
8/12/2024 | WCG Wealth Advisors LLC | 17,021 | $1.58M | 0.1% | +16.8% | 0.473% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 401 | $37K | 0.0% | +152.2% | 0.011% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 14,386 | $1.34M | 0.0% | +2.6% | 0.400% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 32,306 | $3.00M | 0.0% | -19.6% | 0.897% | |
8/8/2024 | Envestnet Asset Management Inc. | 28,183 | $2.62M | 0.0% | +127.9% | 0.783% | |
8/2/2024 | Foundations Investment Advisors LLC | 42,333 | $3.93M | 0.1% | N/A | 1.176% | |
7/31/2024 | Anfield Capital Management LLC | 668 | $62K | 0.0% | N/A | 0.019% | |
7/31/2024 | Commonwealth Equity Services LLC | 14,052 | $1.31M | 0.0% | +37.8% | 0.390% | |
7/31/2024 | Trademark Financial Management LLC | 6,919 | $643K | 0.5% | +10.9% | 0.192% | |
7/29/2024 | Ameritas Advisory Services LLC | 33,862 | $3.15M | 0.1% | N/A | 0.941% | |
7/26/2024 | Harbour Investments Inc. | 3,058 | $284K | 0.0% | -5.0% | 0.085% | |
7/25/2024 | Destination Wealth Management | 751,244 | $69.81M | 2.3% | +1.2% | 20.868% | |
7/19/2024 | KFG Wealth Management LLC | 57,741 | $5.37M | 2.1% | +6.6% | 1.604% | |
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7/16/2024 | Great Valley Advisor Group Inc. | 4,085 | $380K | 0.0% | N/A | 0.113% | |
7/12/2024 | Cliftonlarsonallen Wealth Advisors LLC | 10,814 | $1.01M | 0.0% | -2.8% | 0.300% | |
5/16/2024 | Jane Street Group LLC | 73,342 | $6.90M | 0.0% | -22.5% | 2.037% | |
5/11/2024 | Jacobi Capital Management LLC | 3,997 | $376K | 0.0% | +26.7% | 0.116% | |
5/9/2024 | Leo Wealth LLC | 204,848 | $19.26M | 2.0% | +5.9% | 5.938% | |
5/8/2024 | Avantax Advisory Services Inc. | 5,015 | $472K | 0.0% | +41.3% | 0.145% | |
5/8/2024 | Trademark Financial Management LLC | 6,239 | $587K | 0.5% | +22.6% | 0.181% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 11,123 | $1.05M | 0.0% | -13.1% | 0.322% | |
5/1/2024 | Janney Montgomery Scott LLC | 14,131 | $1.33M | 0.0% | N/A | 0.410% | |
4/30/2024 | Commonwealth Equity Services LLC | 10,199 | $959K | 0.0% | -16.9% | 0.296% | |
4/25/2024 | Capital Investment Advisory Services LLC | 57,548 | $5.41M | 0.6% | +106.3% | 1.693% | |
4/22/2024 | Outlook Wealth Advisors LLC | 5,861 | $551K | 0.2% | +31.4% | 0.172% | |
4/19/2024 | KFG Wealth Management LLC | 54,180 | $5.10M | 2.1% | -1.7% | 1.594% | |
4/17/2024 | Trilogy Capital Inc. | 23,150 | $2.18M | 0.1% | -19.2% | 0.681% | |
3/14/2024 | Leo Wealth LLC | 193,518 | $18.04M | 1.9% | N/A | 6.560% | |
2/23/2024 | Beacon Financial Group | 123,373 | $11.48M | 1.4% | N/A | 4.182% | |
2/20/2024 | Able Wealth Management LLC | 8,448 | $786K | 0.7% | N/A | 0.286% | |
2/13/2024 | Trademark Financial Management LLC | 5,089 | $474K | 0.3% | N/A | 0.173% | |
2/12/2024 | Scotia Capital Inc. | 55,554 | $5.17M | 0.0% | +1.9% | 1.883% | |
2/9/2024 | Founders Financial Alliance LLC | 3,263 | $304K | 0.1% | -18.4% | 0.111% | |
2/8/2024 | TrinityPoint Wealth LLC | 10,175 | $947K | 0.2% | -13.8% | 0.345% | |
2/8/2024 | Guardian Capital Advisors LP | 2,504 | $233K | 0.0% | -13.0% | 0.085% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 5,642 | $540K | 0.0% | +1,179.4% | 0.191% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 12,330 | $1.15M | 0.0% | -10.5% | 0.418% | |
2/6/2024 | Signature Resources Capital Management LLC | 510 | $47K | 0.0% | N/A | 0.017% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 5,642 | $540K | 0.2% | +1,179.4% | 0.191% | |
2/5/2024 | Red Wave Investments LLC | 32,144 | $2.99M | 1.2% | -26.7% | 1.090% | |
2/1/2024 | Capital Investment Advisory Services LLC | 27,897 | $2.60M | 0.2% | +6.3% | 0.946% | |
1/31/2024 | KFG Wealth Management LLC | 55,144 | $5.13M | 2.3% | +9.4% | 1.869% | |
1/29/2024 | Outlook Wealth Advisors LLC | 4,459 | $415K | 0.1% | N/A | 0.151% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 4,274 | $398K | 0.0% | +54.1% | 0.145% | |
1/19/2024 | Sharkey Howes & Javer | 15,629 | $1.46M | 0.3% | N/A | 0.530% | |
1/12/2024 | Trilogy Capital Inc. | 28,639 | $2.67M | 0.2% | -9.0% | 0.971% | |
11/15/2023 | Scotia Capital Inc. | 54,543 | $5.05M | 0.0% | +6.9% | 1.849% | |
11/13/2023 | Jacobi Capital Management LLC | 2,863 | $265K | 0.0% | N/A | 0.097% | |
11/13/2023 | LPL Financial LLC | 145,578 | $13.47M | 0.0% | -1.9% | 4.935% | |
11/13/2023 | WCG Wealth Advisors LLC | 13,352 | $1.26M | 0.1% | -2.0% | 0.453% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 2,773 | $257K | 0.0% | N/A | 0.094% | |
11/9/2023 | UBS Group AG | 31,431 | $2.91M | 0.0% | -8.5% | 1.065% | |
11/8/2023 | Avantax Advisory Services Inc. | 3,477 | $322K | 0.0% | N/A | 0.118% | |
11/7/2023 | Red Wave Investments LLC | 43,852 | $4.06M | 1.7% | -11.4% | 1.487% | |
11/3/2023 | Private Advisor Group LLC | 4,034 | $373K | 0.0% | +44.4% | 0.137% | |
11/2/2023 | Capital Investment Advisory Services LLC | 26,246 | $2.43M | 0.2% | +71.3% | 0.890% | |
10/17/2023 | KFG Wealth Management LLC | 50,406 | $4.67M | 2.5% | -0.9% | 1.709% | |
10/16/2023 | Trilogy Capital Inc. | 31,488 | $2.91M | 0.2% | +0.6% | 1.067% | |
10/13/2023 | Cliftonlarsonallen Wealth Advisors LLC | 15,919 | $1.47M | 0.0% | -8.8% | 0.540% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 13,783 | $1.28M | 0.1% | -1.1% | 0.467% | |
8/14/2023 | Gallagher Fiduciary Advisors LLC | 78,839 | $7.33M | 0.6% | +0.2% | 2.673% | |
8/14/2023 | Eqis Capital Management Inc. | 27,212 | $2.53M | 0.3% | +5.7% | 0.922% | |
8/10/2023 | Cetera Advisors LLC | 2,359 | $219K | 0.0% | -46.7% | 0.080% | |
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8/7/2023 | Red Wave Investments LLC | 49,475 | $4.60M | 1.9% | -2.8% | 1.677% | |
8/7/2023 | TrinityPoint Wealth LLC | 14,125 | $1.31M | 0.3% | +2.7% | 0.479% | |
8/4/2023 | Atria Investments Inc | 51,423 | $4.78M | 0.1% | -2.2% | 1.743% | |
8/3/2023 | AlphaStar Capital Management LLC | 9,906 | $921K | 0.1% | N/A | 0.336% | |
8/3/2023 | Scotia Capital Inc. | 51,006 | $4.74M | 0.0% | +3.4% | 1.729% | |
8/3/2023 | WealthShield Partners LLC | 3,863 | $359K | 0.1% | -73.9% | 0.131% | |
8/2/2023 | Bank of Montreal Can | 43,033 | $4M | 0.0% | N/A | 1.459% | |
8/2/2023 | Synergy Asset Management LLC | 93,834 | $8.72M | 2.2% | N/A | 3.181% | |
7/31/2023 | LPL Financial LLC | 148,395 | $13.79M | 0.0% | -7.0% | 5.030% | |
7/28/2023 | Capital Investment Advisory Services LLC | 15,323 | $1.42M | 0.1% | +23.2% | 0.519% | |