11/15/2024 | MML Investors Services LLC | 11,657 | $597K | 0.0% | +5.3% | 0.077% | |
11/15/2024 | National Bank of Canada FI | 20,361 | $1.04M | 0.0% | +4.2% | 0.134% | |
11/15/2024 | Stifel Financial Corp | 31,212 | $1.60M | 0.0% | +5.6% | 0.206% | |
11/15/2024 | Benjamin Edwards Inc. | 4,825 | $247K | 0.0% | N/A | 0.032% | |
11/14/2024 | CreativeOne Wealth LLC | 10,950 | $561K | 0.0% | N/A | 0.072% | |
11/13/2024 | Freedom Investment Management Inc. | 12,774 | $654K | 0.1% | -6.6% | 0.084% | |
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11/13/2024 | FMR LLC | 11,530 | $590K | 0.0% | +24.4% | 0.076% | |
11/12/2024 | Kingsview Wealth Management LLC | 10,831 | $555K | 0.0% | +29.7% | 0.071% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 9,573 | $490K | 0.0% | +10.5% | 0.063% | |
11/6/2024 | Traction Financial Partners LLC | 37,808 | $1.94M | 1.5% | -15.6% | 0.249% | |
11/6/2024 | Comprehensive Wealth Management LLC | 26,275 | $1.35M | 0.9% | +6.9% | 0.173% | |
11/6/2024 | Oppenheimer & Co. Inc. | 46,021 | $2.36M | 0.0% | -0.6% | 0.304% | |
11/1/2024 | Rovin Capital UT ADV | 5,097 | $259K | 0.1% | +5.0% | 0.034% | |
11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 4,597 | $235K | 0.1% | -6.9% | 0.030% | |
10/31/2024 | Financial Services Advisory Inc | 17,462 | $894K | 0.2% | N/A | 0.115% | |
10/30/2024 | Capital Wealth Alliance LLC | 17,702 | $907K | 0.5% | -13.4% | 0.117% | |
10/30/2024 | TKG Advisors LLC | 77,971 | $3.99M | 2.0% | +5.3% | 0.514% | |
10/28/2024 | US Bancorp DE | 566 | $29K | 0.0% | +113.6% | 0.004% | |
10/28/2024 | Meitav Investment House Ltd. | 860,257 | $44.05M | 0.7% | -8.3% | 5.675% | |
10/25/2024 | SteelPeak Wealth LLC | 7,350 | $376K | 0.0% | -14.0% | 0.048% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 138,486 | $7.09M | 0.0% | +2.9% | 0.913% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 33,080 | $1.69M | 0.0% | +44.0% | 0.218% | |
10/23/2024 | Walker Asset Management LLC | 24,388 | $1.25M | 0.8% | -7.3% | 0.161% | |
10/22/2024 | Private Advisor Group LLC | 48,733 | $2.50M | 0.0% | -6.7% | 0.321% | |
10/21/2024 | Evernest Financial Advisors LLC | 52,184 | $2.67M | 0.7% | -9.1% | 0.344% | |
10/19/2024 | Cedrus LLC | 6,508 | $333K | 0.1% | N/A | 0.043% | |
10/18/2024 | Friedenthal Financial | 29,084 | $1.49M | 0.9% | +1.4% | 0.192% | |
10/16/2024 | Global Retirement Partners LLC | 15,253 | $781K | 0.0% | +26.7% | 0.101% | |
10/11/2024 | Affinity Wealth Management LLC | 626,938 | $32.11M | 5.7% | +0.1% | 4.135% | |
10/10/2024 | Burns Matteson Capital Management LLC | 31,788 | $1.63M | 0.8% | -7.2% | 0.210% | |
10/9/2024 | Private Advisory Group LLC | 68,339 | $3.50M | 0.4% | +2.2% | 0.451% | |
10/7/2024 | SignalPoint Asset Management LLC | 68,907 | $3.51M | 0.8% | -3.8% | 0.455% | |
10/7/2024 | Davis Investment Partners LLC | 299,877 | $15.27M | 6.4% | -4.5% | 1.978% | |
8/21/2024 | Truist Financial Corp | 9,313 | $423K | 0.0% | +24.9% | 0.061% | |
8/16/2024 | Traction Financial Partners LLC | 44,812 | $2.13M | 1.6% | +6.8% | 0.296% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 13,044 | $592K | 0.0% | -3.6% | 0.086% | |
8/16/2024 | NewEdge Advisors LLC | 281,524 | $12.78M | 0.1% | +5,760.2% | 1.857% | |
8/9/2024 | ICA Group Wealth Management LLC | 2,210 | $100K | 0.1% | -48.2% | 0.015% | |
8/8/2024 | Oppenheimer & Co. Inc. | 46,306 | $2.10M | 0.0% | +30.9% | 0.305% | |
8/8/2024 | Evernest Financial Advisors LLC | 57,415 | $2.61M | 1.2% | -3.5% | 0.379% | |
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8/7/2024 | AMJ Financial Wealth Management | 9,335 | $424K | 0.1% | -2.5% | 0.062% | |
8/5/2024 | Private Advisor Group LLC | 52,245 | $2.37M | 0.0% | +1.3% | 0.345% | |
8/1/2024 | Interchange Capital Partners LLC | 18,499 | $840K | 0.3% | +24.6% | 0.122% | |
7/31/2024 | Commonwealth Equity Services LLC | 89,110 | $4.05M | 0.0% | -0.6% | 0.588% | |
7/31/2024 | IFG Advisory LLC | 13,689 | $622K | 0.0% | +13.5% | 0.090% | |
7/30/2024 | International Assets Investment Management LLC | 875 | $40K | 0.0% | N/A | 0.006% | |
7/29/2024 | Meitav Investment House Ltd. | 938,257 | $42.61M | 0.8% | -1.6% | 6.189% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 44,617 | $2.03M | 0.0% | -68.8% | 0.294% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 8,664 | $393K | 0.0% | N/A | 0.057% | |
7/25/2024 | First Heartland Consultants Inc. | 10,469 | $475K | 0.0% | -2.9% | 0.069% | |
7/25/2024 | Access Financial Services Inc. | 37,435 | $1.70M | 0.8% | -1.5% | 0.247% | |
7/24/2024 | Joseph P. Lucia & Associates LLC | 53,711 | $2.44M | 1.2% | -1.5% | 0.354% | |
7/24/2024 | Capital Wealth Alliance LLC | 20,442 | $928K | 0.5% | -37.7% | 0.135% | |
7/23/2024 | Private Advisory Group LLC | 66,847 | $3.04M | 0.4% | -5.2% | 0.441% | |
7/22/2024 | Focus Financial Network Inc. | 9,054 | $431K | 0.0% | -13.8% | 0.060% | |
7/22/2024 | SeaCrest Wealth Management LLC | 11,552 | $525K | 0.1% | -3.5% | 0.076% | |
7/19/2024 | Western Wealth Management LLC | 9,131 | $415K | 0.0% | +17.2% | 0.060% | |
7/19/2024 | Davis Investment Partners LLC | 314,127 | $14.61M | 6.0% | -6.1% | 2.072% | |
7/17/2024 | Comprehensive Financial Consultants Institutional Inc. | 4,937 | $224K | 0.1% | +12.6% | 0.033% | |
7/17/2024 | SteelPeak Wealth LLC | 8,550 | $388K | 0.0% | N/A | 0.056% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 134,591 | $6.11M | 0.0% | -6.8% | 0.888% | |
7/16/2024 | Friedenthal Financial | 28,678 | $1.30M | 0.8% | -5.3% | 0.189% | |
7/9/2024 | Burns Matteson Capital Management LLC | 34,246 | $1.56M | 0.9% | -8.1% | 0.226% | |
5/22/2024 | BigSur Wealth Management LLC | 11,140 | $531K | 0.2% | N/A | 0.073% | |
5/17/2024 | Comerica Bank | 2,845 | $136K | 0.0% | -15.3% | 0.019% | |
5/14/2024 | CreativeOne Wealth LLC | 10,950 | $522K | 0.0% | N/A | 0.072% | |
5/14/2024 | Burns Matteson Capital Management LLC | 37,277 | $1.78M | 1.0% | -12.5% | 0.246% | |
5/11/2024 | Capital Wealth Alliance LLC | 32,800 | $1.57M | 0.9% | +26.8% | 0.216% | |
5/10/2024 | Osaic Holdings Inc. | 168,988 | $8.06M | 0.0% | +6.8% | 1.115% | |
5/9/2024 | Kingsview Wealth Management LLC | 6,939 | $331K | 0.0% | N/A | 0.046% | |
5/9/2024 | Interchange Capital Partners LLC | 14,850 | $728K | 0.5% | +3.8% | 0.098% | |
5/8/2024 | AMJ Financial Wealth Management | 9,577 | $457K | 0.2% | -57.0% | 0.063% | |
5/7/2024 | Oppenheimer & Co. Inc. | 35,370 | $1.69M | 0.0% | +18.0% | 0.233% | |
5/7/2024 | PFG Advisors | 15,867 | $757K | 0.1% | -15.5% | 0.105% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,725 | $369K | 0.0% | -9.3% | 0.051% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 4,385 | $209K | 0.1% | -37.0% | 0.029% | |
5/2/2024 | Comprehensive Wealth Management LLC | 21,256 | $1.01M | 0.8% | -1.2% | 0.142% | |
5/1/2024 | TKG Advisors LLC | 71,386 | $3.41M | 1.9% | +1.9% | 0.477% | |
5/1/2024 | Meitav Investment House Ltd. | 953,759 | $45.50M | 0.9% | +0.6% | 6.371% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 18,460 | $881K | 0.0% | N/A | 0.123% | |
4/30/2024 | Private Advisor Group LLC | 51,594 | $2.46M | 0.0% | -3.5% | 0.345% | |
4/29/2024 | Commonwealth Equity Services LLC | 89,656 | $4.28M | 0.0% | +225.3% | 0.599% | |
4/29/2024 | FAS Wealth Partners Inc. | 6,892 | $329K | 0.0% | -13.6% | 0.046% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 143,119 | $6.83M | 0.0% | +6.1% | 0.956% | |
4/23/2024 | Global Retirement Partners LLC | 11,781 | $562K | 0.0% | +104.4% | 0.079% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 290,377 | $13.85M | 0.0% | +12.6% | 1.940% | |
4/22/2024 | Rovin Capital UT ADV | 5,158 | $246K | 0.1% | -20.7% | 0.034% | |
4/22/2024 | Carmel Capital Management L.L.C. | 178,190 | $8.50M | 3.5% | +0.2% | 1.190% | |
4/18/2024 | SeaCrest Wealth Management LLC | 11,972 | $571K | 0.1% | -4.1% | 0.090% | |
4/18/2024 | Choice Wealth Advisors LLC | 43,887 | $2.09M | 1.3% | +6.7% | 0.329% | |
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4/16/2024 | Astoria Portfolio Advisors LLC. | 6,718 | $307K | 0.1% | +12.9% | 0.050% | |
4/16/2024 | Register Financial Advisors LLC | 1,200 | $57K | 0.0% | N/A | 0.009% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 144,354 | $6.89M | 0.0% | +5.0% | 1.083% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 164,904 | $7.87M | 0.3% | -0.2% | 1.237% | |
4/15/2024 | G&S Capital LLC | 55,659 | $2.66M | 1.2% | +2.7% | 0.418% | |
4/15/2024 | Davis Investment Partners LLC | 334,375 | $15.56M | 6.8% | +0.8% | 2.508% | |
4/11/2024 | SignalPoint Asset Management LLC | 72,147 | $3.45M | 0.9% | -0.7% | 0.541% | |
3/12/2024 | Rovin Capital UT ADV | 6,506 | $280K | 0.1% | N/A | 0.049% | |
3/8/2024 | ICA Group Wealth Management LLC | 4,280 | $185K | 0.0% | N/A | 0.032% | |
2/23/2024 | TKG Advisors LLC | 70,046 | $3.02M | 1.8% | N/A | 0.525% | |