1/15/2025 | CGN Advisors LLC | 30,291 | $1.22M | 0.1% | +12.2% | 0.210% | |
1/14/2025 | Winch Advisory Services LLC | 6,239 | $252K | 0.1% | -10.8% | 0.043% | |
1/13/2025 | Elmwood Wealth Management Inc. | 39,187 | $1.58M | 0.6% | -8.1% | 0.271% | |
1/13/2025 | Salem Investment Counselors Inc. | 22,459 | $908K | 0.0% | +9.1% | 0.155% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 201,908 | $8.23M | 0.0% | +18.2% | 1.397% | |
12/26/2024 | JPMorgan Chase & Co. | 7,648 | $312K | 0.0% | +6,117.9% | 0.053% | |
12/9/2024 | Copley Financial Group Inc. | 92,010 | $3.75M | 3.4% | N/A | 0.637% | |
11/25/2024 | Sanctuary Advisors LLC | 38,615 | $1.57M | 0.0% | +209.0% | 0.267% | |
11/18/2024 | Brown Financial Advisors | 88,624 | $3.61M | 1.5% | +5.0% | 0.613% | |
11/15/2024 | Continuum Advisory LLC | 13,908 | $563K | 0.1% | -57.0% | 0.096% | |
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11/15/2024 | MML Investors Services LLC | 23,680 | $966K | 0.0% | -69.1% | 0.164% | |
11/15/2024 | Zega Financial LLC | 6,325 | $258K | 0.0% | N/A | 0.044% | |
11/15/2024 | Jane Street Group LLC | 11,767 | $480K | 0.0% | -72.3% | 0.081% | |
11/15/2024 | Stifel Financial Corp | 23,826 | $972K | 0.0% | -2.3% | 0.165% | |
11/14/2024 | Flow Traders U.S. LLC | 5,475 | $223K | 0.0% | -84.9% | 0.038% | |
11/13/2024 | Avestar Capital LLC | 566,224 | $23.09M | 2.4% | +25.6% | 3.919% | |
11/13/2024 | Private Trust Co. NA | 1,707 | $70K | 0.0% | +177.1% | 0.012% | |
11/12/2024 | Centaurus Financial Inc. | 7,970 | $325K | 0.0% | -40.4% | 0.055% | |
11/8/2024 | Kraft Davis & Associates LLC | 28,435 | $1.15M | 0.3% | -59.3% | 0.197% | |
11/8/2024 | BIP Wealth LLC | 468,672 | $19.11M | 1.3% | +19.6% | 3.243% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 12,644 | $516K | 0.0% | +2.3% | 0.088% | |
11/5/2024 | Verus Capital Partners LLC | 107,848 | $4.40M | 0.4% | +8.7% | 0.746% | |
11/5/2024 | Harbour Investments Inc. | 16,629 | $678K | 0.0% | +4.0% | 0.115% | |
10/31/2024 | Advisor Resource Council | 17,065 | $696K | 0.3% | N/A | 0.118% | |
10/30/2024 | Leslie Global Wealth LLC | 6,684 | $273K | 0.1% | N/A | 0.046% | |
10/30/2024 | Auour Investments LLC | 111,055 | $4.51M | 1.6% | -3.3% | 0.769% | |
10/30/2024 | Moloney Securities Asset Management LLC | 101,221 | $4.13M | 0.6% | +12.6% | 0.700% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 10,112 | $412K | 0.0% | -16.5% | 0.070% | |
10/25/2024 | Financial Advocates Investment Management | 32,680 | $1.33M | 0.1% | -1.7% | 0.226% | |
10/25/2024 | Valmark Advisers Inc. | 13,714 | $559K | 0.0% | -2.5% | 0.095% | |
10/24/2024 | Richardson Financial Services Inc. | 19,244 | $782K | 0.5% | +100.0% | 0.133% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 170,865 | $6.97M | 0.0% | -1.4% | 1.182% | |
10/22/2024 | David Kennon Inc | 197,228 | $8.04M | 3.2% | +2.1% | 1.365% | |
10/22/2024 | Private Advisor Group LLC | 38,859 | $1.59M | 0.0% | +17.4% | 0.269% | |
10/22/2024 | WT Wealth Management | 120,188 | $4.88M | 1.2% | -34.6% | 0.832% | |
10/18/2024 | Raymond James & Associates | 516,191 | $21.05M | 0.0% | -9.6% | 3.572% | |
10/16/2024 | Capstone Wealth Management Group LLC | 10,506 | $428K | 0.3% | +3.8% | 0.073% | |
10/11/2024 | Elmwood Wealth Management Inc. | 42,632 | $1.74M | 0.7% | +5.9% | 0.295% | |
10/11/2024 | Paladin Wealth LLC | 37,285 | $1.52M | 1.3% | N/A | 0.258% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 232,258 | $9.47M | 4.8% | -2.9% | 1.607% | |
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10/8/2024 | CWM LLC | 1,617,253 | $65.95M | 0.3% | -7.4% | 11.192% | |
10/8/2024 | Mattson Financial Services LLC | 98,912 | $4.00M | 1.4% | -0.6% | 0.685% | |
9/30/2024 | Mattson Financial Services LLC | 99,495 | $4.03M | 1.4% | N/A | 0.689% | |
9/23/2024 | Centaurus Financial Inc. | 13,370 | $541K | 0.0% | +69.2% | 0.093% | |
9/5/2024 | Sanctuary Advisors LLC | 12,498 | $505K | 0.0% | N/A | 0.086% | |
8/30/2024 | Brown Financial Advisors | 84,439 | $3.42M | 1.5% | N/A | 0.584% | |
8/22/2024 | PVG Asset Management Corp | 5,552 | $225K | 0.9% | N/A | 0.038% | |
8/10/2024 | Perennial Investment Advisors LLC | 10,166 | $411K | 0.1% | -26.3% | 0.070% | |
8/9/2024 | ICA Group Wealth Management LLC | 1,857 | $75K | 0.0% | -43.6% | 0.013% | |
8/8/2024 | Envestnet Asset Management Inc. | 277,327 | $11.22M | 0.0% | -2.5% | 1.919% | |
8/8/2024 | PFG Advisors | 18,281 | $740K | 0.1% | -19.3% | 0.127% | |
8/8/2024 | LPL Financial LLC | 1,137,180 | $46.02M | 0.0% | +13.8% | 7.870% | |
8/7/2024 | Redwood Financial Network Corp | 7,606 | $308K | 0.3% | -25.1% | 0.053% | |
8/5/2024 | Private Advisor Group LLC | 33,099 | $1.34M | 0.0% | +25.5% | 0.229% | |
8/1/2024 | Verus Capital Partners LLC | 99,188 | $4.01M | 0.4% | +179.3% | 0.686% | |
8/1/2024 | Valmark Advisers Inc. | 14,067 | $569K | 0.0% | -4.5% | 0.097% | |
7/31/2024 | Aptus Capital Advisors LLC | 3,535 | $143K | 0.0% | -23.1% | 0.024% | |
7/31/2024 | Rothschild Investment LLC | 1,002 | $41K | 0.0% | N/A | 0.007% | |
7/31/2024 | Fortis Group Advisors LLC | 5,302 | $215K | 0.0% | -57.6% | 0.037% | |
7/30/2024 | Moloney Securities Asset Management LLC | 89,877 | $3.64M | 0.5% | +7.6% | 0.622% | |
7/29/2024 | Kraft Davis & Associates LLC | 69,837 | $2.83M | 0.9% | -35.3% | 0.483% | |
7/29/2024 | Financial Advocates Investment Management | 33,238 | $1.35M | 0.1% | -1.5% | 0.230% | |
7/26/2024 | AlphaStar Capital Management LLC | 5,872 | $238K | 0.0% | N/A | 0.041% | |
7/25/2024 | David Kennon Inc | 193,255 | $7.82M | 3.3% | -0.3% | 1.337% | |
7/25/2024 | Levy Wealth Management Group LLC | 32,207 | $1.30M | 0.3% | -1.8% | 0.223% | |
7/24/2024 | Everhart Financial Group Inc. | 9,599 | $388K | 0.1% | -44.9% | 0.066% | |
7/20/2024 | Auour Investments LLC | 114,904 | $4.65M | 1.7% | -13.0% | 0.795% | |
7/20/2024 | Continuum Advisory LLC | 32,317 | $1.31M | 0.2% | -20.1% | 0.224% | |
7/19/2024 | Western Wealth Management LLC | 16,530 | $669K | 0.0% | -6.6% | 0.114% | |
7/19/2024 | Raymond James & Associates | 570,797 | $23.10M | 0.0% | +81.5% | 3.950% | |
7/18/2024 | Gradient Investments LLC | 1,753,402 | $70.96M | 1.6% | +12.4% | 12.134% | |
7/18/2024 | Naples Global Advisors LLC | 53,200 | $2.15M | 0.2% | -25.3% | 0.368% | |
7/16/2024 | ORBA Wealth Advisors L.L.C. | 239,103 | $9.68M | 5.0% | -6.5% | 1.655% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 173,319 | $7.01M | 0.0% | -12.6% | 1.199% | |
7/16/2024 | Ameliora Wealth Management Ltd. | 27,767 | $1.12M | 0.5% | -40.7% | 0.192% | |
7/10/2024 | CGN Advisors LLC | 26,942 | $1.09M | 0.1% | -9.8% | 0.186% | |
7/10/2024 | CWM LLC | 1,745,582 | $70.64M | 0.3% | +3.4% | 12.080% | |
7/9/2024 | Northwest Capital Management Inc | 822 | $33K | 0.0% | -44.4% | 0.006% | |
6/4/2024 | Tactive Advisors LLC | 5,955 | $241K | 0.1% | N/A | 0.041% | |
5/17/2024 | Comerica Bank | 10,975 | $444K | 0.0% | -2.4% | 0.076% | |
5/17/2024 | Tidal Investments LLC | 7,353 | $298K | 0.0% | -58.1% | 0.051% | |
5/16/2024 | Kraft Davis & Associates LLC | 107,996 | $4.36M | 1.4% | -54.6% | 0.747% | |
5/8/2024 | Avantax Advisory Services Inc. | 12,300 | $498K | 0.0% | -51.4% | 0.085% | |
5/7/2024 | Verus Capital Partners LLC | 35,512 | $1.44M | 0.2% | +65.8% | 0.246% | |
5/7/2024 | PFG Advisors | 22,651 | $917K | 0.1% | +138.1% | 0.157% | |
5/4/2024 | Richardson Financial Services Inc. | 9,671 | $392K | 0.3% | N/A | 0.067% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 16,217 | $657K | 0.1% | N/A | 0.112% | |
5/2/2024 | Moloney Securities Asset Management LLC | 83,493 | $3.38M | 0.5% | +7.9% | 0.578% | |
5/1/2024 | Auour Investments LLC | 132,108 | $5.35M | 2.0% | +5.6% | 0.914% | |
5/1/2024 | ORBA Wealth Advisors L.L.C. | 255,820 | $10.36M | 5.7% | -0.9% | 1.770% | |
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4/30/2024 | Fortis Group Advisors LLC | 12,500 | $506K | 0.1% | -37.4% | 0.087% | |
4/30/2024 | Naples Global Advisors LLC | 71,184 | $2.88M | 0.3% | -14.8% | 0.493% | |
4/23/2024 | Gradient Investments LLC | 1,559,274 | $63.15M | 1.5% | +6.8% | 10.791% | |
4/22/2024 | Raymond James & Associates | 314,524 | $12.74M | 0.0% | +13.7% | 2.177% | |
4/19/2024 | Advisor Resource Council | 19,994 | $807K | 0.3% | -90.5% | 0.138% | |
4/18/2024 | Congress Wealth Management LLC DE | 336,839 | $13.64M | 0.2% | +0.5% | 2.331% | |
4/17/2024 | Trilogy Capital Inc. | 9,180 | $372K | 0.0% | +27.9% | 0.064% | |
4/16/2024 | Ameliora Wealth Management Ltd. | 46,844 | $1.90M | 0.9% | -6.3% | 0.324% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 198,271 | $8.03M | 0.0% | -62.9% | 1.372% | |
4/12/2024 | CGN Advisors LLC | 29,856 | $1.21M | 0.2% | -10.1% | 0.214% | |