11/15/2024 | MML Investors Services LLC | 8,364 | $259K | 0.0% | -23.8% | 0.156% | |
11/15/2024 | Jane Street Group LLC | 7,902 | $244K | 0.0% | -93.4% | 0.148% | |
11/15/2024 | Stifel Financial Corp | 46,052 | $1.42M | 0.0% | -0.8% | 0.861% | |
11/13/2024 | Freedom Investment Management Inc. | 19,597 | $606K | 0.0% | +17.8% | 0.366% | |
11/12/2024 | Pacer Advisors Inc. | 341,217 | $10.55M | 0.0% | +1.7% | 6.378% | |
10/25/2024 | MONECO Advisors LLC | 27,674 | $856K | 0.1% | -17.6% | 0.517% | |
|
10/22/2024 | Private Advisor Group LLC | 15,650 | $484K | 0.0% | -2.3% | 0.293% | |
10/19/2024 | Stegent Equity Advisors Inc. | 6,889 | $213K | 0.2% | N/A | 0.129% | |
10/18/2024 | Whitaker Myers Wealth Managers LTD. | 47,404 | $1.47M | 0.5% | +1.6% | 0.886% | |
10/16/2024 | Global Retirement Partners LLC | 31,608 | $977K | 0.0% | +4.3% | 0.591% | |
10/16/2024 | SPC Financial Inc. | 138,539 | $4.28M | 0.4% | +9.9% | 2.590% | |
10/11/2024 | ORG Partners LLC | 57,664 | $1.78M | 0.3% | +3.5% | 1.078% | |
8/22/2024 | Cetera Investment Advisers | 387,436 | $11.21M | 0.0% | -0.2% | 7.242% | |
8/21/2024 | SPC Financial Inc. | 126,088 | $3.65M | 0.3% | +12.2% | 2.357% | |
8/16/2024 | Magnolia Capital Advisors LLC | 56,114 | $1.62M | 0.1% | -1.1% | 1.049% | |
8/14/2024 | Bank of Montreal Can | 24,220 | $710K | 0.0% | N/A | 0.453% | |
8/13/2024 | Pacer Advisors Inc. | 335,517 | $9.70M | 0.0% | -7.0% | 6.271% | |
7/31/2024 | Commonwealth Equity Services LLC | 81,067 | $2.34M | 0.0% | -0.7% | 1.515% | |
7/31/2024 | Concurrent Investment Advisors LLC | 10,223 | $296K | 0.0% | N/A | 0.191% | |
7/30/2024 | International Assets Investment Management LLC | 942 | $27K | 0.0% | N/A | 0.018% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 73,690 | $2.13M | 0.0% | +11.3% | 1.377% | |
7/19/2024 | MONECO Advisors LLC | 33,596 | $972K | 0.1% | +5.8% | 0.628% | |
7/19/2024 | MBL Wealth LLC | 211,576 | $6.12M | 0.7% | +4.4% | 3.955% | |
7/16/2024 | ORG Partners LLC | 55,736 | $1.62M | 0.2% | N/A | 1.042% | |
7/1/2024 | Kathmere Capital Management LLC | 33,733 | $930K | 0.1% | +9.7% | 0.631% | |
5/24/2024 | Cetera Advisors LLC | 52,229 | $1.52M | 0.0% | +7.1% | 0.976% | |
5/24/2024 | Cetera Investment Advisers | 388,144 | $11.28M | 0.0% | +2,157.3% | 7.255% | |
5/8/2024 | Avantax Advisory Services Inc. | 31,252 | $908K | 0.0% | +45.8% | 0.584% | |
5/4/2024 | SPC Financial Inc. | 112,377 | $3.27M | 0.3% | +31.4% | 2.101% | |
5/4/2024 | Geneos Wealth Management Inc. | 1,423 | $41K | 0.0% | -95.9% | 0.027% | |
5/2/2024 | Magnolia Capital Advisors LLC | 56,751 | $1.57M | 1.3% | +1.7% | 1.061% | |
5/1/2024 | Stegent Equity Advisors Inc. | 6,889 | $200K | 0.2% | N/A | 0.129% | |
4/29/2024 | Commonwealth Equity Services LLC | 81,617 | $2.37M | 0.0% | +10.0% | 1.526% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 66,231 | $1.93M | 0.0% | +1.3% | 1.238% | |
4/23/2024 | Global Retirement Partners LLC | 26,306 | $765K | 0.0% | +13.0% | 0.492% | |
4/23/2024 | Clarus Group Inc. | 81,125 | $2.36M | 1.7% | +0.8% | 1.516% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 525,197 | $15.27M | 0.0% | -28.9% | 9.817% | |
4/22/2024 | MBL Wealth LLC | 202,733 | $5.89M | 0.7% | +2.6% | 3.789% | |
4/16/2024 | Kathmere Capital Management LLC | 30,747 | $894K | 0.1% | -8.9% | 0.575% | |
3/13/2024 | MONECO Advisors LLC | 32,977 | $909K | 0.2% | -1.5% | 0.666% | |
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2/13/2024 | Cetera Advisor Networks LLC | 332,930 | $9.18M | 0.1% | -12.9% | 6.726% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 13,600 | $375K | 0.0% | +12.5% | 0.275% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 65,364 | $1.80M | 0.0% | -2.4% | 1.320% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,063 | $29K | 0.0% | N/A | 0.021% | |
2/9/2024 | Wells Fargo & Company MN | 450,612 | $12.42M | 0.0% | +4.1% | 9.103% | |
2/8/2024 | Level Four Advisory Services LLC | 181,483 | $5.00M | 0.3% | -3.0% | 3.666% | |
2/7/2024 | Avantax Advisory Services Inc. | 21,433 | $591K | 0.0% | +117.0% | 0.433% | |
2/5/2024 | MONECO Advisors LLC | 32,977 | $909K | 0.2% | -1.5% | 0.666% | |
2/2/2024 | Magnolia Capital Advisors LLC | 55,776 | $1.53M | 1.1% | -2.8% | 1.127% | |
1/31/2024 | ADE LLC | 22,920 | $632K | 0.4% | +2.0% | 0.463% | |
1/29/2024 | ORG Partners LLC | 57,513 | $1.59M | 0.3% | N/A | 1.162% | |
1/29/2024 | Clarus Group Inc. | 80,466 | $2.22M | 1.7% | +121.1% | 1.626% | |
1/26/2024 | Geneos Wealth Management Inc. | 34,861 | $961K | 0.0% | +8.4% | 0.704% | |
1/24/2024 | Stratos Wealth Partners LTD. | 19,664 | $542K | 0.0% | N/A | 0.397% | |
1/24/2024 | Private Trust Co. NA | 7,742 | $213K | 0.0% | N/A | 0.156% | |
1/18/2024 | MBL Wealth LLC | 197,617 | $5.45M | 0.7% | +2.0% | 3.992% | |
1/18/2024 | Global Retirement Partners LLC | 23,270 | $624K | 0.0% | +7.4% | 0.470% | |
1/16/2024 | Pacer Advisors Inc. | 374,624 | $10.33M | 0.0% | -1.9% | 7.568% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 738,276 | $20.35M | 0.0% | -2.3% | 14.915% | |
1/16/2024 | Raymond James & Associates | 45,402 | $1.25M | 0.0% | -48.3% | 0.917% | |
1/12/2024 | Whitaker Myers Wealth Managers LTD. | 46,733 | $1.29M | 0.6% | -3.1% | 0.944% | |
11/13/2023 | Kestra Advisory Services LLC | 16,052 | $418K | 0.0% | +3.2% | 0.324% | |
11/9/2023 | SPC Financial Inc. | 79,032 | $2.06M | 0.2% | +21.7% | 1.597% | |
11/8/2023 | Atria Wealth Solutions Inc. | 12,274 | $320K | 0.0% | N/A | 0.248% | |
11/8/2023 | Avantax Advisory Services Inc. | 9,875 | $257K | 0.0% | N/A | 0.199% | |
11/6/2023 | MONECO Advisors LLC | 33,465 | $872K | 0.2% | +5.4% | 0.676% | |
11/4/2023 | Magnolia Capital Advisors LLC | 57,410 | $1.44M | 1.4% | N/A | 1.160% | |
10/24/2023 | Eudaimonia Partners LLC | 8,036 | $209K | 0.1% | -29.3% | 0.162% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 755,958 | $19.71M | 0.0% | +0.5% | 15.272% | |
10/24/2023 | Raymond James & Associates | 87,901 | $2.29M | 0.0% | -5.3% | 1.776% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 66,941 | $1.75M | 0.0% | -1.2% | 1.352% | |
10/23/2023 | Commonwealth Equity Services LLC | 54,471 | $1.42M | 0.0% | +24.9% | 1.100% | |
10/16/2023 | Clarus Group Inc. | 36,395 | $949K | 0.7% | N/A | 0.735% | |
10/16/2023 | Axiom Financial Strategies LLC | 202,973 | $5.29M | 3.6% | N/A | 4.100% | |
10/13/2023 | Global Retirement Partners LLC | 21,666 | $549K | 0.0% | -17.3% | 0.438% | |
10/11/2023 | Geneos Wealth Management Inc. | 32,156 | $838K | 0.0% | +3.0% | 0.650% | |
10/11/2023 | MBL Wealth LLC | 193,794 | $5.05M | 0.7% | +4.1% | 3.915% | |
10/11/2023 | Kathmere Capital Management LLC | 36,272 | $946K | 0.1% | -12.7% | 0.733% | |
8/14/2023 | Eqis Capital Management Inc. | 9,959 | $273K | 0.0% | -20.7% | 0.201% | |
8/10/2023 | Cetera Advisors LLC | 56,536 | $1.55M | 0.0% | +8.1% | 1.142% | |
8/10/2023 | Cetera Advisor Networks LLC | 415,625 | $11.40M | 0.1% | -4.8% | 8.396% | |
8/10/2023 | Cetera Investment Advisers | 29,770 | $817K | 0.0% | -3.4% | 0.601% | |
8/8/2023 | Geneos Wealth Management Inc. | 31,216 | $856K | 0.0% | +14.2% | 0.631% | |
8/4/2023 | Envestnet Asset Management Inc. | 93,550 | $2.57M | 0.0% | -10.1% | 1.890% | |
8/3/2023 | SPC Financial Inc. | 64,927 | $1.78M | 0.2% | +21.5% | 1.396% | |
7/31/2023 | LPL Financial LLC | 138,983 | $3.81M | 0.0% | -4.3% | 2.989% | |
7/27/2023 | Empirical Finance LLC | 225,094 | $6.17M | 0.5% | -1.1% | 4.841% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 752,325 | $20.64M | 0.0% | -0.3% | 16.179% | |
7/25/2023 | Raymond James & Associates | 92,805 | $2.55M | 0.0% | N/A | 1.996% | |
7/21/2023 | PSI Advisors LLC | 1,470 | $40K | 0.0% | N/A | 0.032% | |
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7/19/2023 | Eudaimonia Partners LLC | 11,374 | $312K | 0.1% | -4.2% | 0.245% | |
7/17/2023 | MBL Wealth LLC | 186,094 | $5.11M | 0.7% | +9.4% | 4.002% | |
7/13/2023 | Whitaker Myers Wealth Managers LTD. | 48,083 | $1.32M | 0.9% | -1.4% | 1.034% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 67,783 | $1.86M | 0.0% | +18.2% | 1.458% | |
7/12/2023 | Pacer Advisors Inc. | 365,816 | $10.03M | 0.0% | -10.1% | 7.867% | |
7/11/2023 | Brookstone Capital Management | 10,285 | $276K | 0.0% | N/A | 0.221% | |
7/11/2023 | Kathmere Capital Management LLC | 41,570 | $1.14M | 0.2% | -12.3% | 0.894% | |
7/10/2023 | Level Four Advisory Services LLC | 197,604 | $5.42M | 0.3% | N/A | 4.250% | |
6/1/2023 | ORG Partners LLC | 39,505 | $1.05M | 0.3% | N/A | 0.850% | |
5/12/2023 | MONECO Advisors LLC | 31,957 | $839K | 0.2% | +17.8% | 0.687% | |