11/18/2024 | Arete Wealth Advisors LLC | 4,294 | $206K | 0.0% | N/A | 0.056% | |
11/15/2024 | MML Investors Services LLC | 9,754 | $469K | 0.0% | -21.5% | 0.127% | |
11/15/2024 | SageView Advisory Group LLC | 5,094 | $245K | 0.0% | -10.1% | 0.066% | |
11/13/2024 | FMR LLC | 595 | $29K | 0.0% | +6,511.1% | 0.008% | |
11/13/2024 | D.A. Davidson & CO. | 4,225 | $203K | 0.0% | N/A | 0.055% | |
11/13/2024 | Private Trust Co. NA | 2,865 | $138K | 0.0% | -6.8% | 0.037% | |
|
11/12/2024 | Kingsview Wealth Management LLC | 10,941 | $526K | 0.0% | -11.4% | 0.142% | |
11/5/2024 | Harbour Investments Inc. | 56,524 | $2.72M | 0.1% | -1.4% | 0.735% | |
11/4/2024 | Eagle Bluffs Wealth Management LLC | 79,114 | $3.81M | 2.1% | +2.3% | 1.029% | |
10/25/2024 | SteelPeak Wealth LLC | 12,719 | $612K | 0.0% | -2.9% | 0.165% | |
10/25/2024 | American Financial Advisors LLC | 10,576 | $509K | 0.1% | -2.2% | 0.138% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 49,363 | $2.38M | 0.0% | -8.0% | 0.642% | |
10/22/2024 | Private Advisor Group LLC | 31,620 | $1.52M | 0.0% | -4.0% | 0.411% | |
10/15/2024 | RDA Financial Network | 13,448 | $647K | 0.2% | -26.2% | 0.175% | |
10/9/2024 | Pacific Sun Financial Corp | 4,525 | $218K | 0.1% | -4.6% | 0.059% | |
10/8/2024 | Brookstone Capital Management | 216,133 | $10.40M | 0.2% | -0.6% | 2.811% | |
10/7/2024 | Miracle Mile Advisors LLC | 14,093 | $678K | 0.0% | -10.5% | 0.183% | |
8/22/2024 | Cetera Investment Advisers | 35,545 | $1.55M | 0.0% | -2.2% | 0.462% | |
8/21/2024 | Truist Financial Corp | 18,751 | $819K | 0.0% | -14.0% | 0.244% | |
8/12/2024 | ProVise Management Group LLC | 90,844 | $3.97M | 0.3% | +4.9% | 1.181% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 53,030 | $2.32M | 0.0% | -6.8% | 0.690% | |
8/8/2024 | Envestnet Asset Management Inc. | 62,075 | $2.71M | 0.0% | -6.4% | 0.807% | |
8/8/2024 | HBK Sorce Advisory LLC | 11,550 | $504K | 0.0% | -8.7% | 0.150% | |
8/8/2024 | Eagle Strategies LLC | 9,860 | $430K | 0.1% | N/A | 0.128% | |
8/8/2024 | Hazlett Burt & Watson Inc. | 1,293 | $56K | 0.0% | +47.6% | 0.017% | |
8/6/2024 | Chris Bulman Inc | 2,628 | $115K | 0.1% | N/A | 0.034% | |
8/6/2024 | Strategic Financial Concepts LLC | 1,362,082 | $595K | 0.0% | +4,871.5% | 17.712% | |
8/5/2024 | Private Advisor Group LLC | 32,946 | $1.44M | 0.0% | -25.4% | 0.428% | |
8/1/2024 | Laidlaw Wealth Management LLC | 25,835 | $1.13M | 0.6% | -5.1% | 0.336% | |
7/31/2024 | Commonwealth Equity Services LLC | 146,307 | $6.39M | 0.0% | -3.7% | 1.903% | |
7/30/2024 | WBI Investments LLC | 20,514 | $896K | 0.2% | -17.2% | 0.267% | |
7/30/2024 | First Personal Financial Services | 2,180 | $95K | 0.0% | -23.0% | 0.028% | |
7/29/2024 | Armbruster Capital Management Inc. | 192,589 | $8.41M | 1.7% | +9.8% | 2.504% | |
7/29/2024 | Ridgewood Investments LLC | 3,300 | $144K | 0.1% | N/A | 0.043% | |
7/26/2024 | Harbour Investments Inc. | 57,329 | $2.50M | 0.1% | +2.9% | 0.746% | |
7/22/2024 | Eagle Bluffs Wealth Management LLC | 77,346 | $3.38M | 2.0% | +4.0% | 1.006% | |
7/19/2024 | Pacific Sun Financial Corp | 4,745 | $207K | 0.1% | -11.6% | 0.062% | |
7/18/2024 | Brookstone Capital Management | 217,478 | $10.29M | 0.2% | -2.7% | 2.828% | |
7/18/2024 | Miracle Mile Advisors LLC | 15,745 | $687K | 0.0% | -5.6% | 0.205% | |
7/17/2024 | SteelPeak Wealth LLC | 13,100 | $572K | 0.0% | +9.2% | 0.170% | |
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7/16/2024 | Wealth Enhancement Advisory Services LLC | 53,659 | $2.34M | 0.0% | -1.4% | 0.698% | |
7/12/2024 | Accel Wealth Management | 7,664 | $335K | 0.1% | +7.8% | 0.100% | |
7/10/2024 | RDA Financial Network | 18,219 | $795K | 0.3% | -43.8% | 0.237% | |
7/10/2024 | CWM LLC | 3,217 | $140K | 0.0% | -19.4% | 0.042% | |
5/24/2024 | Cetera Advisors LLC | 15,519 | $686K | 0.0% | +153.0% | 0.202% | |
5/24/2024 | Cetera Investment Advisers | 36,340 | $1.61M | 0.0% | +424.5% | 0.473% | |
5/14/2024 | Sculati Wealth Management LLC | 64,889 | $2.87M | 1.2% | +4.6% | 0.844% | |
5/9/2024 | ProVise Management Group LLC | 86,604 | $3.83M | 0.3% | +7.7% | 1.126% | |
5/9/2024 | Kingsview Wealth Management LLC | 12,312 | $544K | 0.0% | -9.3% | 0.160% | |
5/8/2024 | Avantax Advisory Services Inc. | 12,675 | $560K | 0.0% | -12.7% | 0.165% | |
5/4/2024 | WBI Investments LLC | 24,789 | $1.10M | 0.2% | +28.5% | 0.322% | |
5/1/2024 | Janney Montgomery Scott LLC | 6,583 | $291K | 0.0% | -11.5% | 0.086% | |
4/30/2024 | Private Advisor Group LLC | 44,184 | $1.95M | 0.0% | -0.9% | 0.575% | |
4/29/2024 | Commonwealth Equity Services LLC | 151,987 | $6.72M | 0.0% | -12.4% | 1.951% | |
4/29/2024 | Aspire Wealth Management Corp | 5,154 | $228K | 0.1% | -11.0% | 0.066% | |
4/25/2024 | Capital Investment Advisory Services LLC | 801 | $35K | 0.0% | -44.8% | 0.010% | |
4/23/2024 | Sage Mountain Advisors LLC | 6,750 | $298K | 0.0% | +825.9% | 0.087% | |
4/22/2024 | Strategic Financial Concepts LLC | 27,398 | $1.21M | 0.3% | N/A | 0.352% | |
4/22/2024 | American Financial Advisors LLC | 12,751 | $564K | 0.1% | -8.0% | 0.164% | |
4/22/2024 | Eagle Bluffs Wealth Management LLC | 74,405 | $3.29M | 2.0% | +1.4% | 0.955% | |
4/19/2024 | Accel Wealth Management | 7,110 | $314K | 0.1% | -7.4% | 0.091% | |
4/18/2024 | Miracle Mile Advisors LLC | 16,684 | $738K | 0.0% | -26.3% | 0.214% | |
4/18/2024 | SteelPeak Wealth LLC | 11,993 | $530K | 0.0% | N/A | 0.154% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 54,417 | $2.41M | 0.0% | -16.3% | 0.699% | |
4/15/2024 | Brookstone Capital Management | 223,490 | $9.88M | 0.2% | -4.2% | 2.869% | |
4/11/2024 | RDA Financial Network | 32,390 | $1.43M | 0.5% | -2.2% | 0.312% | |
3/6/2024 | SageView Advisory Group LLC | 6,635 | $289K | 0.0% | -63.1% | 0.064% | |
2/26/2024 | Virtu Financial LLC | 5,178 | $229K | 0.0% | N/A | 0.050% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 26,251 | $1.16M | 0.5% | +50.2% | 0.253% | |
2/14/2024 | Traction Financial Partners LLC | 6,178 | $273K | 0.2% | N/A | 0.059% | |
2/12/2024 | Harvest Investment Services LLC | 6,253 | $276K | 0.1% | -3.8% | 0.060% | |
2/12/2024 | Laidlaw Wealth Management LLC | 29,462 | $1.30M | 0.5% | -40.4% | 0.284% | |
2/12/2024 | Sculati Wealth Management LLC | 62,030 | $2.74M | 1.3% | -1.5% | 0.597% | |
2/9/2024 | SageView Advisory Group LLC | 6,635 | $289K | 0.0% | -63.1% | 0.064% | |
2/9/2024 | WBI Investments LLC | 19,287 | $852K | 0.2% | -5.6% | 0.186% | |
2/9/2024 | Wells Fargo & Company MN | 196,063 | $8.66M | 0.0% | -23.2% | 1.887% | |
2/9/2024 | UBS Group AG | 196,057 | $8.66M | 0.0% | -18.5% | 1.887% | |
2/8/2024 | Kingsview Wealth Management LLC | 13,575 | $599K | 0.0% | -13.2% | 0.131% | |
2/8/2024 | Pacific Sun Financial Corp | 5,465 | $241K | 0.2% | -8.1% | 0.053% | |
2/7/2024 | Avantax Advisory Services Inc. | 14,521 | $641K | 0.0% | -49.7% | 0.140% | |
2/6/2024 | Private Advisor Group LLC | 44,567 | $1.97M | 0.0% | +5.4% | 0.429% | |
2/6/2024 | SRS Capital Advisors Inc. | 634 | $28K | 0.0% | -27.5% | 0.006% | |
2/5/2024 | Choreo LLC | 7,467 | $330K | 0.0% | -3.8% | 0.072% | |
2/2/2024 | Truist Financial Corp | 24,536 | $1.08M | 0.0% | -12.8% | 0.236% | |
2/2/2024 | Jackson Hole Capital Partners LLC | 1,922 | $85K | 0.0% | +27,357.1% | 0.018% | |
2/2/2024 | Atria Wealth Solutions Inc. | 5,485 | $242K | 0.0% | -14.8% | 0.053% | |
2/1/2024 | SlateStone Wealth LLC | 7,941 | $351K | 0.0% | -17.3% | 0.076% | |
2/1/2024 | Armbruster Capital Management Inc. | 174,988 | $7.73M | 1.8% | -1.1% | 1.684% | |
1/31/2024 | American Financial Advisors LLC | 13,866 | $612K | 0.1% | -12.0% | 0.133% | |
1/30/2024 | Eagle Bluffs Wealth Management LLC | 73,374 | $3.24M | 2.2% | +2.0% | 0.706% | |
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1/25/2024 | Hazlett Burt & Watson Inc. | 870 | $38K | 0.0% | -49.7% | 0.008% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 5,243 | $231K | 0.1% | -8.8% | 0.050% | |
1/22/2024 | Aspire Wealth Management Corp | 5,794 | $256K | 0.2% | -7.7% | 0.056% | |
1/22/2024 | Miracle Mile Advisors LLC | 22,649 | $1M | 0.0% | -52.7% | 0.218% | |
1/18/2024 | Global Retirement Partners LLC | 4,418 | $189K | 0.0% | +30.1% | 0.043% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 29,831 | $1.32M | 0.0% | -16.8% | 0.287% | |
1/16/2024 | Raymond James & Associates | 15,561 | $687K | 0.0% | -7.3% | 0.150% | |
1/16/2024 | SJS Investment Consulting Inc. | 1,910 | $84K | 0.0% | N/A | 0.018% | |
1/12/2024 | RDA Financial Network | 33,106 | $1.46M | 0.6% | -2.6% | 0.319% | |
1/12/2024 | Trilogy Capital Inc. | 585,104 | $25.83M | 1.6% | +7.6% | 5.631% | |