11/1/2024 | Atria Investments Inc | 236,432 | $4.88M | 0.1% | +3.3% | 2.657% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 208,486 | $4.30M | 0.4% | +2.7% | 2.343% | |
10/25/2024 | Valmark Advisers Inc. | 10,837 | $224K | 0.0% | N/A | 0.122% | |
10/24/2024 | J.W. Cole Advisors Inc. | 11,609 | $239K | 0.0% | -29.4% | 0.130% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 30,900 | $637K | 0.0% | -74.9% | 0.347% | |
10/22/2024 | Private Advisor Group LLC | 35,105 | $724K | 0.0% | -4.1% | 0.394% | |
|
10/22/2024 | ODonnell Financial Services LLC | 231,040 | $4.77M | 1.9% | -18.3% | 2.596% | |
10/17/2024 | Inspire Advisors LLC | 300,523 | $6.20M | 0.8% | N/A | 3.377% | |
10/11/2024 | ORG Partners LLC | 21,207 | $438K | 0.1% | -73.4% | 0.238% | |
10/11/2024 | ORG Wealth Partners LLC | 45,033 | $929K | 0.3% | N/A | 0.506% | |
10/8/2024 | City Center Advisors LLC | 29,993 | $619K | 0.7% | +6.3% | 0.337% | |
9/5/2024 | Sanctuary Advisors LLC | 185,012 | $3.70M | 0.0% | N/A | 2.079% | |
8/22/2024 | Cetera Investment Advisers | 73,148 | $1.47M | 0.0% | -2.3% | 0.822% | |
8/16/2024 | NewEdge Advisors LLC | 172,759 | $3.47M | 0.0% | +8.2% | 1.941% | |
8/16/2024 | Magnolia Capital Advisors LLC | 175,950 | $3.54M | 0.1% | +0.7% | 1.977% | |
8/13/2024 | Pacer Advisors Inc. | 483,486 | $9.72M | 0.0% | +0.1% | 5.432% | |
8/9/2024 | Financial Perspectives Inc | 3,172 | $64K | 0.0% | -17.1% | 0.036% | |
8/8/2024 | J.W. Cole Advisors Inc. | 16,434 | $330K | 0.0% | -34.2% | 0.185% | |
8/8/2024 | Envestnet Asset Management Inc. | 94,837 | $1.91M | 0.0% | -21.5% | 1.066% | |
8/5/2024 | Private Advisor Group LLC | 36,620 | $736K | 0.0% | -2.3% | 0.411% | |
7/31/2024 | Aptus Capital Advisors LLC | 1,290 | $26K | 0.0% | -27.5% | 0.014% | |
7/31/2024 | Commonwealth Equity Services LLC | 46,021 | $925K | 0.0% | -2.6% | 0.517% | |
7/31/2024 | Concurrent Investment Advisors LLC | 26,307 | $529K | 0.0% | N/A | 0.296% | |
7/30/2024 | ODonnell Financial Services LLC | 282,907 | $5.69M | 2.5% | +13.3% | 3.179% | |
7/30/2024 | International Assets Investment Management LLC | 7,909 | $159K | 0.0% | N/A | 0.089% | |
7/26/2024 | WealthShield Partners LLC | 2,439 | $49K | 0.0% | -24.3% | 0.027% | |
7/26/2024 | Harbour Investments Inc. | 10,423 | $210K | 0.0% | -27.5% | 0.117% | |
7/19/2024 | Raymond James & Associates | 120,715 | $2.43M | 0.0% | -16.4% | 1.356% | |
7/16/2024 | ORG Partners LLC | 79,585 | $1.60M | 0.2% | N/A | 0.894% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 123,348 | $2.48M | 0.0% | -15.6% | 1.386% | |
7/10/2024 | Csenge Advisory Group | 506,014 | $10.17M | 0.6% | -11.0% | 5.686% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 15,958 | $321K | 0.0% | N/A | 0.179% | |
5/24/2024 | Cetera Advisors LLC | 44,375 | $905K | 0.0% | +1.7% | 0.499% | |
5/21/2024 | Atria Investments Inc | 229,418 | $4.68M | 0.1% | +10.9% | 2.578% | |
5/16/2024 | Jane Street Group LLC | 255,666 | $5.21M | 0.0% | -42.9% | 2.873% | |
5/14/2024 | Axxcess Wealth Management LLC | 14,280 | $291K | 0.0% | -12.5% | 0.160% | |
5/8/2024 | Avantax Advisory Services Inc. | 168,185 | $3.43M | 0.0% | -0.4% | 1.890% | |
5/7/2024 | PFG Advisors | 49,002 | $999K | 0.1% | +6.9% | 0.551% | |
5/4/2024 | Csenge Advisory Group | 568,394 | $11.59M | 0.6% | -4.6% | 6.386% | |
5/2/2024 | Magnolia Capital Advisors LLC | 174,765 | $3.47M | 2.9% | +1.6% | 1.964% | |
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4/30/2024 | Private Advisor Group LLC | 37,487 | $765K | 0.0% | N/A | 0.421% | |
4/30/2024 | J.W. Cole Advisors Inc. | 24,993 | $510K | 0.0% | -22.1% | 0.281% | |
4/30/2024 | Commonwealth Equity Services LLC | 47,228 | $963K | 0.0% | -30.1% | 0.531% | |
4/23/2024 | Clarus Group Inc. | 100,665 | $2.05M | 1.4% | -6.6% | 1.131% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 254,792 | $5.20M | 0.0% | -5.5% | 2.863% | |
4/16/2024 | Capital Asset Advisory Services LLC | 14,280 | $289K | 0.0% | -12.5% | 0.160% | |
3/1/2024 | Creekmur Asset Management LLC | 1,807 | $37K | 0.0% | N/A | 0.018% | |
2/7/2024 | Avantax Advisory Services Inc. | 168,833 | $3.46M | 0.0% | +115.6% | 1.705% | |
2/6/2024 | Axxcess Wealth Management LLC | 16,320 | $334K | 0.0% | -61.7% | 0.165% | |
2/2/2024 | ODonnell Financial Services LLC | 231,899 | $4.75M | 2.4% | N/A | 2.342% | |
2/2/2024 | Atria Wealth Solutions Inc. | 9,943 | $205K | 0.0% | N/A | 0.100% | |
2/2/2024 | Magnolia Capital Advisors LLC | 172,015 | $3.51M | 2.6% | N/A | 1.738% | |
1/31/2024 | J.W. Cole Advisors Inc. | 32,064 | $656K | 0.0% | -10.1% | 0.324% | |
1/30/2024 | Imprint Wealth LLC | 32,665 | $674K | 0.5% | +3.2% | 0.330% | |
1/29/2024 | ORG Partners LLC | 67,720 | $1.39M | 0.2% | +263.8% | 0.684% | |
1/29/2024 | Clarus Group Inc. | 107,779 | $2.21M | 1.7% | +119.8% | 1.089% | |
1/25/2024 | International Assets Investment Management LLC | 66,969 | $1.37M | 0.0% | +0.9% | 0.676% | |
1/24/2024 | International Assets Investment Management LLC | 66,969 | $1.37M | 0.0% | +0.9% | 0.676% | |
1/23/2024 | WealthShield Partners LLC | 3,223 | $67K | 0.0% | -90.8% | 0.033% | |
1/19/2024 | PFG Advisors | 45,852 | $939K | 0.1% | -10.5% | 0.463% | |
1/16/2024 | Pacer Advisors Inc. | 504,620 | $10.33M | 0.0% | -3.9% | 5.097% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 269,744 | $5.52M | 0.0% | -14.2% | 2.725% | |
1/16/2024 | Raymond James & Associates | 158,443 | $3.24M | 0.0% | -13.6% | 1.600% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 185,042 | $3.79M | 0.4% | +0.4% | 1.869% | |
11/16/2023 | Harbour Investments Inc. | 28,572 | $557K | 0.0% | -37.2% | 0.289% | |
11/15/2023 | LaSalle St. Investment Advisors LLC | 67,106 | $1.31M | 0.6% | -1.5% | 0.678% | |
11/14/2023 | Gallagher Fiduciary Advisors LLC | 20,129 | $392K | 0.0% | -34.4% | 0.203% | |
11/13/2023 | LPL Financial LLC | 627,825 | $12.24M | 0.0% | -35.8% | 6.342% | |
11/13/2023 | Envestnet Asset Management Inc. | 163,468 | $3.19M | 0.0% | -18.8% | 1.651% | |
11/13/2023 | Kestra Advisory Services LLC | 221,212 | $4.31M | 0.0% | +4.0% | 2.234% | |
11/8/2023 | WealthBridge Capital Management LLC | 11,199 | $218K | 0.1% | -23.5% | 0.113% | |
11/8/2023 | Avantax Advisory Services Inc. | 78,316 | $1.53M | 0.0% | -1.7% | 0.791% | |
11/7/2023 | Merit Financial Group LLC | 10,011 | $195K | 0.0% | -8.8% | 0.101% | |
11/7/2023 | Atria Investments Inc | 186,488 | $3.64M | 0.1% | +32.4% | 1.884% | |
11/3/2023 | ORG Partners LLC | 18,613 | $363K | 0.1% | -78.5% | 0.188% | |
11/1/2023 | Csenge Advisory Group | 590,202 | $11.50M | 0.8% | -4.6% | 5.962% | |
10/25/2023 | WealthShield Partners LLC | 35,099 | $684K | 0.1% | -28.0% | 0.355% | |
10/24/2023 | Eudaimonia Partners LLC | 32,034 | $624K | 0.2% | -6.6% | 0.324% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 314,303 | $6.13M | 0.0% | -6.3% | 3.175% | |
10/24/2023 | Raymond James & Associates | 183,395 | $3.57M | 0.0% | -19.1% | 1.852% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 58,204 | $1.13M | 0.0% | -4.1% | 0.588% | |
10/23/2023 | Commonwealth Equity Services LLC | 60,026 | $1.17M | 0.0% | -5.3% | 0.606% | |
10/16/2023 | Clarus Group Inc. | 49,041 | $956K | 0.7% | N/A | 0.495% | |
10/11/2023 | Geneos Wealth Management Inc. | 3,849 | $75K | 0.0% | -12.2% | 0.039% | |
10/10/2023 | International Assets Investment Management LLC | 66,365 | $1.29M | 0.1% | N/A | 0.670% | |
10/4/2023 | International Assets Investment Management LLC | 66,365 | $1.29M | 0.1% | N/A | 0.670% | |
8/14/2023 | Guardian Wealth Advisors LLC NC | 2,433 | $49K | 0.0% | -22.7% | 0.025% | |
8/11/2023 | Kestra Advisory Services LLC | 212,668 | $4.25M | 0.0% | -3.6% | 2.148% | |
8/11/2023 | LaSalle St. Investment Advisors LLC | 68,096 | $1.36M | 0.6% | +4.0% | 0.688% | |
8/10/2023 | WFA of San Diego LLC | 12,336 | $247K | 0.2% | N/A | 0.125% | |
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8/10/2023 | Cetera Advisors LLC | 76,465 | $1.53M | 0.0% | +16.0% | 0.772% | |
8/10/2023 | Cetera Advisor Networks LLC | 37,498 | $750K | 0.0% | -36.6% | 0.379% | |
8/10/2023 | Cetera Investment Advisers | 25,046 | $501K | 0.0% | -14.2% | 0.253% | |
8/4/2023 | Envestnet Asset Management Inc. | 201,330 | $4.03M | 0.0% | -7.6% | 2.034% | |
8/4/2023 | Atria Investments Inc | 140,849 | $2.82M | 0.1% | +158.3% | 1.423% | |
8/3/2023 | WealthShield Partners LLC | 48,718 | $974K | 0.1% | -25.3% | 0.492% | |
8/2/2023 | Bank of Montreal Can | 3,079 | $62K | 0.0% | N/A | 0.031% | |
8/1/2023 | Truist Financial Corp | 11,421 | $228K | 0.0% | N/A | 0.115% | |
8/1/2023 | Merit Financial Group LLC | 10,975 | $219K | 0.0% | -18.6% | 0.111% | |
8/1/2023 | WealthBridge Capital Management LLC | 14,646 | $293K | 0.1% | -12.7% | 0.148% | |