11/15/2023 | Lido Advisors LLC | 43,925 | $2.23M | 0.0% | +77.5% | 0.848% | |
11/14/2023 | PGIM Custom Harvest LLC | 69,711 | $3.53M | 0.1% | -6.7% | 1.346% | |
11/13/2023 | LPL Financial LLC | 151,402 | $7.68M | 0.0% | -16.5% | 2.923% | |
11/13/2023 | Bison Wealth LLC | 4,130 | $209K | 0.0% | -56.8% | 0.080% | |
11/13/2023 | Clearstead Advisors LLC | 901 | $46K | 0.0% | N/A | 0.017% | |
11/13/2023 | Kestra Advisory Services LLC | 96,746 | $4.90M | 0.0% | -1.1% | 1.868% | |
|
11/9/2023 | UBS Group AG | 52,137 | $2.64M | 0.0% | -30.3% | 1.007% | |
11/8/2023 | HighTower Advisors LLC | 21,745 | $1.10M | 0.0% | +35.0% | 0.420% | |
11/8/2023 | Milestone Advisory Partners | 15,854 | $804K | 0.5% | +11.2% | 0.306% | |
11/7/2023 | Clearstead Advisors LLC | 901 | $46K | 0.0% | N/A | 0.017% | |
11/3/2023 | MGO One Seven LLC | 10,607 | $538K | 0.0% | +5.6% | 0.205% | |
11/3/2023 | Private Advisor Group LLC | 38,137 | $1.93M | 0.0% | -45.3% | 0.736% | |
11/1/2023 | Allen Capital Group LLC | 59,303 | $2.97M | 0.5% | -0.7% | 1.145% | |
10/30/2023 | Joseph P. Lucia & Associates LLC | 87,927 | $4.46M | 1.8% | -4.0% | 1.697% | |
10/27/2023 | Walker Asset Management LLC | 22,264 | $1.13M | 0.7% | -1.0% | 0.430% | |
10/25/2023 | Arkansas Financial Group Inc. | 29,085 | $1.47M | 0.3% | +2.3% | 0.561% | |
10/25/2023 | Rovin Capital UT ADV | 6,113 | $310K | 0.1% | -10.1% | 0.118% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 14,043 | $712K | 0.0% | -53.7% | 0.271% | |
10/24/2023 | Raymond James & Associates | 42,693 | $2.16M | 0.0% | -58.2% | 0.824% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 9,864 | $500K | 0.0% | -22.2% | 0.190% | |
10/23/2023 | Sebold Capital Management Inc. | 11,545 | $585K | 0.5% | -8.6% | 0.223% | |
10/23/2023 | Commonwealth Equity Services LLC | 9,477 | $480K | 0.0% | +4.2% | 0.183% | |
10/18/2023 | Yoder Wealth Management Inc. | 41,465 | $2.10M | 1.2% | +7.1% | 0.800% | |
10/18/2023 | Strategic Blueprint LLC | 12,385 | $628K | 0.1% | -7.0% | 0.239% | |
10/13/2023 | SignalPoint Asset Management LLC | 63,119 | $3.20M | 0.7% | +1.5% | 1.219% | |
10/12/2023 | SeaCrest Wealth Management LLC | 7,585 | $385K | 0.0% | -3.8% | 0.146% | |
10/11/2023 | FRG Family Wealth Advisors LLC | 38,110 | $1.93M | 0.4% | -1.9% | 0.736% | |
10/11/2023 | Geneos Wealth Management Inc. | 9,107 | $462K | 0.0% | -4.5% | 0.176% | |
10/11/2023 | AE Wealth Management LLC | 12,433 | $630K | 0.0% | +61.8% | 0.240% | |
8/14/2023 | Bison Wealth LLC | 9,565 | $490K | 0.1% | N/A | 0.185% | |
8/14/2023 | Eqis Capital Management Inc. | 23,372 | $1.20M | 0.1% | -59.9% | 0.451% | |
8/11/2023 | Kestra Advisory Services LLC | 97,783 | $5.01M | 0.1% | +1.0% | 1.888% | |
8/10/2023 | Private Advisor Group LLC | 69,674 | $3.57M | 0.0% | -19.2% | 1.345% | |
8/10/2023 | Cetera Advisor Networks LLC | 106,896 | $5.47M | 0.0% | -2.2% | 2.064% | |
8/10/2023 | Wintrust Investments LLC | 23,989 | $1.23M | 0.1% | -1.9% | 0.463% | |
8/10/2023 | Financial Architects Inc | 8,201 | $420K | 0.1% | -13.2% | 0.158% | |
8/9/2023 | Lido Advisors LLC | 24,747 | $1.27M | 0.0% | +80.9% | 0.478% | |
8/9/2023 | Rovin Capital UT ADV | 6,803 | $348K | 0.2% | N/A | 0.131% | |
8/8/2023 | Geneos Wealth Management Inc. | 9,537 | $488K | 0.0% | -26.6% | 0.184% | |
8/4/2023 | Yoder Wealth Management Inc. | 38,707 | $1.98M | 1.6% | -2.2% | 0.747% | |
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8/3/2023 | Atria Wealth Solutions Inc. | 8,253 | $423K | 0.0% | N/A | 0.159% | |
8/3/2023 | Garrison Asset Management LLC | 3,794 | $207K | 0.1% | N/A | 0.073% | |
8/2/2023 | Bank of Montreal Can | 615 | $32K | 0.0% | N/A | 0.012% | |
8/1/2023 | Davis Investment Partners LLC | 52,072 | $2.84M | 1.4% | -2.3% | 1.005% | |
7/31/2023 | LPL Financial LLC | 181,286 | $9.28M | 0.0% | -13.1% | 3.500% | |
7/28/2023 | Sebold Capital Management Inc. | 12,634 | $647K | 0.5% | -8.7% | 0.193% | |
7/28/2023 | Private Trust Co. NA | 7,215 | $369K | 0.0% | +4.3% | 0.110% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 30,305 | $1.55M | 0.0% | -54.3% | 0.463% | |
7/25/2023 | Raymond James & Associates | 102,065 | $5.23M | 0.0% | +4.4% | 1.561% | |
7/24/2023 | Allen Capital Group LLC | 59,718 | $3.06M | 0.5% | -0.6% | 0.913% | |
7/21/2023 | Creative Planning | 10,566 | $541K | 0.0% | +32.1% | 0.162% | |
7/21/2023 | Joseph P. Lucia & Associates LLC | 91,565 | $4.69M | 3.1% | -4.8% | 1.400% | |
7/20/2023 | Csenge Advisory Group | 15,425 | $790K | 0.1% | -84.3% | 0.236% | |
7/18/2023 | Allworth Financial LP | 1,168 | $60K | 0.0% | N/A | 0.018% | |
7/18/2023 | LVZ Inc. | 14,673 | $751K | 0.1% | +5.7% | 0.224% | |
7/14/2023 | SeaCrest Wealth Management LLC | 7,882 | $404K | 0.1% | -5.9% | 0.121% | |
7/13/2023 | Walker Asset Management LLC | 22,480 | $1.15M | 1.0% | -3.0% | 0.344% | |
7/13/2023 | FRG Family Wealth Advisors LLC | 38,835 | $1.99M | 0.4% | -3.0% | 0.594% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 12,672 | $649K | 0.0% | -43.2% | 0.194% | |
7/12/2023 | Pacific Sun Financial Corp | 14,095 | $711K | 0.5% | N/A | 0.216% | |
7/11/2023 | Arkansas Financial Group Inc. | 28,436 | $1.46M | 0.3% | +34.2% | 0.435% | |
7/10/2023 | AE Wealth Management LLC | 7,686 | $394K | 0.0% | +87.3% | 0.118% | |
5/15/2023 | PGIM Custom Harvest LLC | 97,853 | $4.94M | 0.2% | +221.1% | 1.496% | |
5/12/2023 | Milestone Advisory Partners | 14,251 | $719K | 0.7% | +29.2% | 0.218% | |
5/12/2023 | SeaCrest Wealth Management LLC | 8,379 | $423K | 0.1% | -6.7% | 0.128% | |
5/11/2023 | PFG Investments LLC | 4,517 | $228K | 0.0% | N/A | 0.069% | |
5/11/2023 | Envestnet Asset Management Inc. | 11,748 | $593K | 0.0% | -20.0% | 0.180% | |
5/10/2023 | Private Advisor Group LLC | 86,192 | $4.35M | 0.0% | N/A | 1.318% | |
5/10/2023 | LPL Financial LLC | 208,596 | $10.53M | 0.0% | +15.0% | 3.190% | |
5/9/2023 | Wintrust Investments LLC | 24,454 | $1.23M | 0.2% | -6.5% | 0.374% | |
5/8/2023 | MGO One Seven LLC | 128,601 | $6.49M | 0.4% | +15.2% | 1.966% | |
5/8/2023 | Cumberland Partners Ltd | 6,607 | $333K | 0.0% | N/A | 0.101% | |
5/8/2023 | Global Retirement Partners LLC | 860 | $42K | 0.0% | -19.2% | 0.013% | |
5/5/2023 | Moisand Fitzgerald Tamayo LLC | 700 | $35K | 0.0% | N/A | 0.011% | |
5/5/2023 | Capital Analysts LLC | 21,529 | $1.09M | 0.1% | -3.3% | 0.329% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 4,676 | $236K | 0.0% | +29.2% | 0.071% | |
5/3/2023 | Arkansas Financial Group Inc. | 21,192 | $1.07M | 0.2% | +23.4% | 0.324% | |
5/2/2023 | Joseph P. Lucia & Associates LLC | 96,150 | $4.85M | 3.4% | -0.9% | 1.470% | |
5/2/2023 | Friedenthal Financial | 12,594 | $636K | 0.4% | +15.0% | 0.193% | |
5/1/2023 | Csenge Advisory Group | 98,218 | $4.96M | 0.4% | +7.1% | 1.502% | |
5/1/2023 | Measured Wealth Private Client Group LLC | 4,106 | $207K | 0.1% | -15.4% | 0.063% | |
4/28/2023 | Janney Montgomery Scott LLC | 6,065 | $306K | 0.0% | N/A | 0.093% | |
4/28/2023 | Strategic Blueprint LLC | 15,574 | $786K | 0.1% | +13.5% | 0.238% | |
4/28/2023 | Allen Capital Group LLC | 60,075 | $3.03M | 0.6% | N/A | 0.919% | |
4/24/2023 | IMC Chicago LLC | 12,892 | $651K | 0.0% | -32.4% | 0.197% | |
4/20/2023 | LVZ Inc. | 13,881 | $701K | 0.1% | -33.9% | 0.212% | |
4/14/2023 | AE Wealth Management LLC | 4,103 | $207K | 0.0% | N/A | 0.057% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 66,379 | $3.35M | 0.0% | -61.7% | 0.924% | |
4/14/2023 | Raymond James & Associates | 97,801 | $4.94M | 0.0% | +5.2% | 1.362% | |
4/14/2023 | SignalPoint Asset Management LLC | 62,066 | $3.13M | 1.0% | +7.6% | 0.864% | |
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4/12/2023 | Private Trust Co. NA | 6,915 | $349K | 0.0% | +1,182.9% | 0.096% | |
4/11/2023 | Walker Asset Management LLC | 23,176 | $1.17M | 1.0% | -1.1% | 0.323% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 3,666 | $207K | 0.0% | N/A | 0.050% | |
2/16/2023 | Live Oak Investment Partners | 25,823 | $1.46M | 1.3% | N/A | 0.356% | |
2/15/2023 | Eqis Capital Management Inc. | 101,839 | $5.75M | 0.6% | -4.6% | 1.403% | |
2/14/2023 | Davis Investment Partners LLC | 53,302 | $3.30M | 1.7% | N/A | 0.734% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 3,618 | $204K | 0.0% | N/A | 0.050% | |
2/13/2023 | Joseph P. Lucia & Associates LLC | 96,997 | $5.47M | 4.1% | -2.9% | 1.336% | |
2/13/2023 | Wintrust Investments LLC | 26,154 | $1.48M | 0.2% | +5.0% | 0.360% | |
2/10/2023 | Advisor Group Holdings Inc. | 55,867 | $3.15M | 0.0% | +36.6% | 0.770% | |