11/25/2024 | Sanctuary Advisors LLC | 369,834 | $14.64M | 0.1% | +2,963.3% | 2.457% | |
11/22/2024 | Fulcrum Equity Management | 6,528 | $248K | 0.2% | N/A | 0.043% | |
11/18/2024 | Arete Wealth Advisors LLC | 278,395 | $10.53M | 0.9% | -2.7% | 1.850% | |
11/15/2024 | MML Investors Services LLC | 72,147 | $2.74M | 0.0% | +980.0% | 0.479% | |
11/15/2024 | Jane Street Group LLC | 43,987 | $1.67M | 0.0% | -45.0% | 0.292% | |
11/15/2024 | Stifel Financial Corp | 505,696 | $19.19M | 0.0% | +3.8% | 3.360% | |
|
11/15/2024 | HighTower Advisors LLC | 70,845 | $2.68M | 0.0% | +35.0% | 0.471% | |
11/15/2024 | Benjamin Edwards Inc. | 15,700 | $596K | 0.0% | N/A | 0.104% | |
11/13/2024 | Glenmede Trust Co. NA | 2,039,113 | $77.36M | 0.4% | +29.5% | 13.549% | |
11/13/2024 | Prosperity Financial Group Inc. | 133,831 | $5.08M | 2.8% | +3.7% | 0.889% | |
11/12/2024 | StoneX Group Inc. | 30,989 | $1.18M | 0.1% | +3.2% | 0.206% | |
11/8/2024 | PNC Financial Services Group Inc. | 49,731 | $1.89M | 0.0% | +315.0% | 0.330% | |
11/8/2024 | Prospera Financial Services Inc | 18,001 | $683K | 0.0% | N/A | 0.120% | |
11/7/2024 | OneAscent Wealth Management LLC | 10,831 | $411K | 0.2% | N/A | 0.072% | |
11/7/2024 | MAI Capital Management | 26,891 | $1.02M | 0.0% | +50.3% | 0.179% | |
11/6/2024 | Turtle Creek Wealth Advisors LLC | 176,495 | $6.70M | 1.3% | N/A | 1.173% | |
11/6/2024 | OneDigital Investment Advisors LLC | 7,444 | $282K | 0.0% | N/A | 0.049% | |
11/5/2024 | Harbour Investments Inc. | 48,884 | $1.86M | 0.1% | +11,566.8% | 0.325% | |
11/4/2024 | Sigma Planning Corp | 72,979 | $2.77M | 0.1% | N/A | 0.485% | |
11/1/2024 | Atria Investments Inc | 178,975 | $6.79M | 0.1% | N/A | 1.189% | |
11/1/2024 | Verdence Capital Advisors LLC | 5,398 | $205K | 0.0% | N/A | 0.036% | |
11/1/2024 | Able Wealth Management LLC | 58,462 | $2.22M | 1.7% | +67.9% | 0.388% | |
10/31/2024 | Cozad Asset Management Inc. | 5,483 | $208K | 0.0% | N/A | 0.036% | |
10/31/2024 | GGM Financials LLC | 400,957 | $15.21M | 13.1% | +2.1% | 2.664% | |
10/29/2024 | Empire Life Investments Inc. | 169,700 | $6.42M | 0.4% | N/A | 1.128% | |
10/29/2024 | Janney Montgomery Scott LLC | 179,132 | $6.80M | 0.0% | +88.8% | 1.190% | |
10/28/2024 | Stephens Inc. AR | 12,135 | $460K | 0.0% | +23.6% | 0.081% | |
10/28/2024 | Goldstone Financial Group LLC | 13,368 | $507K | 0.1% | N/A | 0.089% | |
10/25/2024 | SteelPeak Wealth LLC | 10,948 | $415K | 0.0% | N/A | 0.073% | |
10/25/2024 | Integrated Advisors Network LLC | 139,191 | $5.28M | 0.2% | N/A | 0.925% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 145,555 | $5.52M | 0.7% | +13.0% | 0.967% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,871 | $374K | 0.1% | +31.5% | 0.066% | |
10/24/2024 | Baker Tilly Wealth Management LLC | 10,389 | $394K | 0.2% | +30.6% | 0.069% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 398,894 | $15.13M | 0.0% | -31.5% | 2.650% | |
10/23/2024 | Allworth Financial LP | 2,580 | $98K | 0.0% | +79.8% | 0.017% | |
10/23/2024 | Silver Oak Securities Incorporated | 47,890 | $1.79M | 0.2% | N/A | 0.318% | |
10/23/2024 | CENTRAL TRUST Co | 44,063 | $1.67M | 0.0% | N/A | 0.293% | |
10/22/2024 | International Assets Investment Management LLC | 26,368 | $1M | 0.0% | N/A | 0.175% | |
10/22/2024 | Foundry Financial Group Inc. | 141,172 | $5.36M | 3.3% | N/A | 0.938% | |
10/18/2024 | Commonwealth Equity Services LLC | 802,989 | $30.47M | 0.0% | -17.7% | 5.335% | |
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10/16/2024 | Provident Wealth Management LLC | 113,458 | $4.31M | 1.5% | -29.8% | 0.754% | |
10/16/2024 | Amplius Wealth Advisors LLC | 1,566,637 | $59.43M | 6.5% | +14.8% | 10.410% | |
10/16/2024 | Sentinel Pension Advisors Inc. | 30,243 | $1.15M | 0.2% | +21.1% | 0.201% | |
10/16/2024 | SeaCrest Wealth Management LLC | 30,805 | $1.17M | 0.1% | N/A | 0.205% | |
10/16/2024 | Opal Wealth Advisors LLC | 1,189,265 | $45.12M | 14.1% | +10.2% | 7.902% | |
10/16/2024 | ERn Financial LLC | 158,538 | $6.02M | 0.9% | +33.4% | 1.053% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 222,470 | $8.44M | 1.2% | +2.2% | 1.478% | |
10/10/2024 | Sowa Financial Group Inc. | 326,482 | $12.39M | 7.8% | +335.4% | 2.169% | |
10/10/2024 | Next Level Private LLC | 5,714 | $217K | 0.1% | N/A | 0.038% | |
10/9/2024 | Harbor Group Inc. | 189,040 | $7.17M | 1.7% | +353.3% | 1.256% | |
10/8/2024 | CWM LLC | 1,607,814 | $61M | 0.3% | N/A | 10.683% | |
10/8/2024 | StoneCrest Wealth Management Inc. | 164,233 | $6.23M | 4.5% | N/A | 1.091% | |
10/8/2024 | WealthCare Investment Partners LLC | 42,775 | $1.62M | 0.7% | -2.1% | 0.284% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 15,863 | $602K | 0.0% | +79.8% | 0.105% | |
10/8/2024 | City Center Advisors LLC | 6,528 | $248K | 0.3% | N/A | 0.043% | |
9/5/2024 | Sanctuary Advisors LLC | 12,073 | $425K | 0.0% | N/A | 0.080% | |
8/22/2024 | Cetera Investment Advisers | 1,031,872 | $37.46M | 0.1% | +49.7% | 6.856% | |
8/21/2024 | Truist Financial Corp | 66,940 | $2.43M | 0.0% | +36.5% | 0.445% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,107 | $40K | 0.0% | N/A | 0.007% | |
8/14/2024 | Clear Point Advisors Inc. | 1,667 | $61K | 0.1% | N/A | 0.011% | |
8/8/2024 | Envestnet Asset Management Inc. | 73,987 | $2.69M | 0.0% | +106.4% | 0.492% | |
8/2/2024 | Belpointe Asset Management LLC | 26,076 | $947K | 0.1% | N/A | 0.173% | |
7/31/2024 | Essex Financial Services Inc. | 29,083 | $1.06M | 0.1% | +129.5% | 0.193% | |
7/31/2024 | Commonwealth Equity Services LLC | 975,444 | $35.41M | 0.1% | +147.2% | 6.481% | |
7/30/2024 | GGM Financials LLC | 392,801 | $14.26M | 13.1% | N/A | 2.610% | |
7/29/2024 | Sowa Financial Group Inc. | 74,987 | $2.72M | 2.1% | N/A | 0.498% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 128,793 | $4.68M | 0.7% | N/A | 0.856% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 130,023 | $4.72M | 0.0% | +250.4% | 0.864% | |
7/26/2024 | Bank of New York Mellon Corp | 32,012 | $1.16M | 0.0% | N/A | 0.213% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 7,504 | $272K | 0.0% | N/A | 0.050% | |
7/23/2024 | Amplius Wealth Advisors LLC | 1,364,729 | $49.54M | 5.5% | -10.1% | 9.068% | |
7/22/2024 | Atria Wealth Solutions Inc. | 58,561 | $2.13M | 0.0% | N/A | 0.389% | |
7/18/2024 | WealthCare Investment Partners LLC | 43,679 | $1.59M | 0.7% | -1.8% | 0.290% | |
7/17/2024 | ERn Financial LLC | 118,857 | $4.32M | 0.7% | N/A | 0.790% | |
7/17/2024 | Provident Wealth Management LLC | 161,707 | $5.87M | 2.1% | N/A | 1.074% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 217,596 | $7.90M | 1.2% | N/A | 1.446% | |
7/17/2024 | AdvisorNet Financial Inc | 83,789 | $3.04M | 0.3% | +41.6% | 0.557% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 582,076 | $21.13M | 0.1% | +0.7% | 3.868% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 8,825 | $320K | 0.0% | N/A | 0.059% | |
7/12/2024 | Opal Wealth Advisors LLC | 1,078,752 | $39.16M | 12.6% | +2.1% | 7.168% | |
5/24/2024 | Cetera Advisor Networks LLC | 500,260 | $17.87M | 0.1% | +17.6% | 3.324% | |
5/24/2024 | Cetera Advisors LLC | 80,386 | $2.87M | 0.0% | +22.2% | 0.534% | |
5/24/2024 | Cetera Investment Advisers | 689,454 | $24.63M | 0.1% | +636.3% | 4.581% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 19,561 | $699K | 0.1% | +19.0% | 0.145% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 11,631 | $416K | 0.0% | -6.9% | 0.086% | |
5/1/2024 | StoneX Group Inc. | 22,373 | $799K | 0.1% | N/A | 0.166% | |
5/1/2024 | Janney Montgomery Scott LLC | 71,439 | $2.55M | 0.0% | +230.6% | 0.531% | |
4/29/2024 | Commonwealth Equity Services LLC | 394,578 | $14.10M | 0.0% | +29.6% | 2.934% | |
4/24/2024 | Essex Financial Services Inc. | 12,672 | $453K | 0.0% | +72.5% | 0.103% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 578,181 | $20.66M | 0.1% | +1.1% | 4.708% | |
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4/15/2024 | Wealthcare Advisory Partners LLC | 28,513 | $1.02M | 0.0% | +1.9% | 0.232% | |
4/12/2024 | AdvisorNet Financial Inc | 59,160 | $2.11M | 0.2% | +37.9% | 0.482% | |
4/11/2024 | Opal Wealth Advisors LLC | 1,056,925 | $37.76M | 12.8% | N/A | 16.260% | |
2/13/2024 | Cetera Advisor Networks LLC | 425,538 | $13.42M | 0.1% | +18.8% | 6.547% | |
2/12/2024 | Stifel Financial Corp | 457,357 | $14.43M | 0.0% | +2.9% | 7.036% | |
2/9/2024 | UBS Group AG | 331,418 | $10.45M | 0.0% | +52.3% | 5.099% | |
2/8/2024 | Beacon Pointe Advisors LLC | 7,750 | $244K | 0.0% | -18.6% | 0.119% | |
2/8/2024 | Janney Montgomery Scott LLC | 21,606 | $681K | 0.0% | N/A | 0.332% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 27,969 | $882K | 0.0% | N/A | 0.430% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 420,131 | $13.25M | 0.5% | -0.9% | 6.464% | |