5/24/2024 | Cetera Advisors LLC | 344,549 | $7.74M | 0.1% | +103.7% | 1.319% | |
5/24/2024 | Cetera Investment Advisers | 418,953 | $9.41M | 0.0% | +1,256.3% | 1.604% | |
5/23/2024 | ARQ Wealth Advisors LLC | 53,802 | $1.21M | 0.5% | N/A | 0.206% | |
5/20/2024 | Independent Wealth Network Inc. | 20,248 | $455K | 0.2% | +91.9% | 0.078% | |
5/8/2024 | Avantax Advisory Services Inc. | 56,412 | $1.27M | 0.0% | +174.9% | 0.213% | |
5/8/2024 | US Bancorp DE | 25,906 | $582K | 0.0% | N/A | 0.098% | |
|
5/7/2024 | Concurrent Investment Advisors LLC | 37,056 | $833K | 0.0% | +26.0% | 0.140% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 74,031 | $1.66M | 0.0% | +17.6% | 0.279% | |
5/4/2024 | Csenge Advisory Group | 72,078 | $1.62M | 0.1% | +42.9% | 0.279% | |
5/3/2024 | TFB Advisors LLC | 20,152 | $439K | 0.2% | N/A | 0.078% | |
5/1/2024 | StoneX Group Inc. | 26,026 | $585K | 0.1% | +44.9% | 0.101% | |
5/1/2024 | Janney Capital Management LLC | 142,121 | $3.19M | 0.2% | -1.6% | 0.549% | |
5/1/2024 | Janney Montgomery Scott LLC | 177,944 | $4.00M | 0.0% | +12.5% | 0.688% | |
4/30/2024 | Private Advisor Group LLC | 24,228 | $544K | 0.0% | +3.3% | 0.094% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 16,612 | $373K | 0.2% | +20.8% | 0.064% | |
4/30/2024 | Perigon Wealth Management LLC | 13,755 | $309K | 0.0% | +9.9% | 0.053% | |
4/29/2024 | Commonwealth Equity Services LLC | 235,691 | $5.30M | 0.0% | +250.4% | 0.911% | |
4/29/2024 | Benjamin Edwards Inc. | 7,871 | $177K | 0.0% | -11.3% | 0.030% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 12,058 | $271K | 0.0% | +9.5% | 0.047% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 91,192 | $2.01M | 0.4% | N/A | 0.353% | |
4/25/2024 | Capital Investment Advisory Services LLC | 39,572 | $889K | 0.1% | +25.2% | 0.153% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 444,773 | $9.99M | 0.0% | +63.1% | 1.729% | |
4/23/2024 | Global Retirement Partners LLC | 3,279 | $74K | 0.0% | +22.3% | 0.013% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 61,824 | $1.39M | 0.1% | +0.9% | 0.240% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,638,828 | $36.82M | 0.1% | +20.4% | 6.372% | |
4/22/2024 | Raymond James & Associates | 483,413 | $10.86M | 0.0% | +1.9% | 1.880% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 53,025 | $1.19M | 0.9% | +17.6% | 0.206% | |
4/19/2024 | PCG Wealth Advisors LLC | 138,097 | $3.10M | 1.5% | N/A | 0.537% | |
4/16/2024 | RiverTree Advisors LLC | 145,629 | $3.27M | 2.2% | N/A | 0.573% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 225,754 | $5.07M | 0.0% | +9.7% | 0.888% | |
4/15/2024 | Brookstone Capital Management | 23,886 | $537K | 0.0% | N/A | 0.094% | |
4/13/2024 | Quad Cities Investment Group LLC | 32,545 | $731K | 0.4% | +19.9% | 0.131% | |
4/11/2024 | International Assets Investment Management LLC | 19,737 | $443K | 0.0% | +39.4% | 0.079% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 13,747 | $294K | 0.2% | N/A | 0.072% | |
2/21/2024 | Raleigh Capital Management Inc. | 3,546 | $76K | 0.0% | +24.6% | 0.018% | |
2/12/2024 | Parallel Advisors LLC | 5,675 | $121K | 0.0% | N/A | 0.030% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 61,286 | $1.31M | 0.1% | +1.8% | 0.319% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 272,726 | $5.83M | 0.0% | +11.2% | 1.419% | |
2/9/2024 | D.A. Davidson & CO. | 29,309 | $626K | 0.0% | N/A | 0.152% | |
2/8/2024 | Beacon Pointe Advisors LLC | 84,913 | $1.81M | 0.0% | -31.9% | 0.442% | |
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2/8/2024 | Foundations Investment Advisors LLC | 16,740 | $365K | 0.0% | +12.7% | 0.087% | |
2/8/2024 | Janney Capital Management LLC | 144,387 | $3.08M | 0.2% | N/A | 0.751% | |
2/8/2024 | Janney Montgomery Scott LLC | 158,156 | $3.38M | 0.0% | +7.1% | 0.823% | |
2/7/2024 | Avantax Advisory Services Inc. | 20,521 | $438K | 0.0% | N/A | 0.107% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 62,950 | $1.35M | 0.0% | +15.7% | 0.328% | |
2/7/2024 | Principal Securities Inc. | 50,927 | $1.09M | 0.0% | N/A | 0.265% | |
2/6/2024 | Lincoln National Corp | 67,839 | $1.45M | 0.0% | +20.7% | 0.353% | |
2/6/2024 | Private Advisor Group LLC | 23,460 | $501K | 0.0% | -34.8% | 0.122% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 11,011 | $235K | 0.0% | -7.5% | 0.057% | |
2/5/2024 | Kestra Private Wealth Services LLC | 31,090 | $664K | 0.0% | N/A | 0.162% | |
2/5/2024 | RiverFront Investment Group LLC | 361,541 | $7.72M | 0.2% | -4.7% | 1.881% | |
2/2/2024 | Truist Financial Corp | 115,781 | $2.47M | 0.0% | -3.3% | 0.639% | |
2/2/2024 | Atria Wealth Solutions Inc. | 105,624 | $2.26M | 0.0% | +8.6% | 0.583% | |
2/1/2024 | Capital Investment Advisory Services LLC | 31,614 | $675K | 0.1% | +32.7% | 0.174% | |
2/1/2024 | Treasure Coast Financial Planning | 14,175 | $303K | 0.2% | +20.4% | 0.078% | |
2/1/2024 | CWM LLC | 130,496 | $2.79M | 0.0% | -4.2% | 0.720% | |
1/31/2024 | Western Wealth Management LLC | 62,875 | $1.34M | 0.1% | -13.3% | 0.347% | |
1/30/2024 | Bison Wealth LLC | 20,968 | $448K | 0.1% | -9.4% | 0.116% | |
1/29/2024 | Perigon Wealth Management LLC | 12,520 | $267K | 0.0% | N/A | 0.069% | |
1/26/2024 | Cerity Partners LLC | 115,355 | $2.46M | 0.0% | N/A | 0.635% | |
1/26/2024 | Sterling Manor Financial LLC | 17,380 | $371K | 0.3% | N/A | 0.096% | |
1/25/2024 | RFG Advisory LLC | 33,230 | $710K | 0.0% | N/A | 0.183% | |
1/24/2024 | International Assets Investment Management LLC | 302,458 | $6.46M | 0.0% | N/A | 1.665% | |
1/23/2024 | Insight Advisors LLC PA | 22,224 | $475K | 0.1% | +13.6% | 0.122% | |
1/23/2024 | LVZ Inc. | 26,738 | $571K | 0.1% | +30.5% | 0.147% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 55,467 | $1.18M | 0.4% | +8.2% | 0.305% | |
1/23/2024 | American Institute for Advanced Investment Management LLP | 45,075 | $963K | 0.9% | +46.5% | 0.246% | |
1/18/2024 | Accel Wealth Management | 24,060 | $514K | 0.3% | N/A | 0.133% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,361,487 | $29.08M | 0.0% | +17.1% | 7.535% | |
1/16/2024 | Raymond James & Associates | 474,500 | $10.14M | 0.0% | +11.0% | 2.626% | |
1/12/2024 | Independent Wealth Network Inc. | 10,552 | $225K | 0.1% | N/A | 0.059% | |
1/11/2024 | Ausdal Financial Partners Inc. | 16,834 | $360K | 0.0% | -3.3% | 0.094% | |
1/10/2024 | Quad Cities Investment Group LLC | 27,148 | $583K | 0.4% | +19.2% | 0.152% | |
1/9/2024 | Elevated Capital Advisors LLC | 35,325 | $755K | 0.2% | +72.4% | 0.198% | |
1/8/2024 | Channel Wealth LLC | 9,873 | $211K | 0.1% | N/A | 0.055% | |
12/8/2023 | Raleigh Capital Management Inc. | 2,846 | $58K | 0.0% | +53.5% | 0.020% | |
12/6/2023 | Raleigh Capital Management Inc. | 2,846 | $58K | 0.0% | +53.5% | 0.020% | |
11/15/2023 | Integrated Wealth Concepts LLC | 107,534 | $2.20M | 0.0% | +8.1% | 0.767% | |
11/13/2023 | Stifel Financial Corp | 87,057 | $1.78M | 0.0% | +7.4% | 0.621% | |
11/13/2023 | LPL Financial LLC | 1,890,652 | $38.59M | 0.0% | +45.3% | 13.485% | |
11/13/2023 | Bison Wealth LLC | 23,153 | $473K | 0.1% | N/A | 0.165% | |
11/13/2023 | Envestnet Asset Management Inc. | 241,008 | $4.92M | 0.0% | +26.1% | 1.719% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 54,401 | $1.11M | 0.0% | N/A | 0.388% | |
11/13/2023 | Kestra Advisory Services LLC | 496,817 | $10.14M | 0.1% | +8.7% | 3.544% | |
11/8/2023 | Ausdal Financial Partners Inc. | 17,401 | $355K | 0.0% | +5.9% | 0.124% | |
11/8/2023 | HighTower Advisors LLC | 33,372 | $684K | 0.0% | -13.6% | 0.238% | |
11/8/2023 | Janney Montgomery Scott LLC | 147,663 | $3.01M | 0.0% | +54.9% | 1.053% | |
11/8/2023 | Atria Wealth Solutions Inc. | 97,239 | $1.99M | 0.0% | +36.5% | 0.694% | |
11/8/2023 | LVZ Inc. | 20,488 | $418K | 0.1% | N/A | 0.146% | |
11/8/2023 | Western Wealth Management LLC | 72,540 | $1.48M | 0.1% | +45.1% | 0.517% | |
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11/7/2023 | RiverFront Investment Group LLC | 379,236 | $7.74M | 0.3% | +52.8% | 2.705% | |
11/7/2023 | Insight Advisors LLC PA | 19,557 | $399K | 0.1% | -17.0% | 0.139% | |
11/6/2023 | Lincoln National Corp | 56,215 | $1.15M | 0.0% | -5.1% | 0.401% | |
11/3/2023 | Private Advisor Group LLC | 35,970 | $734K | 0.0% | +220.6% | 0.259% | |
11/1/2023 | Csenge Advisory Group | 41,454 | $846K | 0.1% | +1.7% | 0.299% | |
10/31/2023 | American Institute for Advanced Investment Management LLP | 30,761 | $628K | 0.6% | -6.4% | 0.222% | |
10/27/2023 | Dunhill Financial LLC | 62,687 | $1.29M | 0.8% | +320.2% | 0.459% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 1,162,311 | $23.72M | 0.0% | +11.0% | 8.503% | |
10/24/2023 | Raymond James & Associates | 427,380 | $8.72M | 0.0% | +17.5% | 3.126% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 245,316 | $5.01M | 0.0% | +35.9% | 1.795% | |