5/24/2024 | Cetera Advisors LLC | 354,854 | $8.12M | 0.1% | +2,216.7% | 1.913% | |
5/24/2024 | Cetera Investment Advisers | 460,439 | $10.53M | 0.0% | +16.6% | 2.482% | |
5/21/2024 | Atria Investments Inc | 51,760 | $1.18M | 0.0% | N/A | 0.279% | |
5/17/2024 | Comerica Bank | 36,601 | $837K | 0.0% | -2.0% | 0.197% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 115,751 | $2.65M | 0.5% | N/A | 0.624% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 13,653 | $285K | 0.0% | N/A | 0.074% | |
|
5/14/2024 | CreativeOne Wealth LLC | 12,361 | $283K | 0.0% | N/A | 0.067% | |
5/9/2024 | Kingsview Wealth Management LLC | 358,555 | $8.20M | 0.2% | +10.0% | 1.933% | |
5/7/2024 | WealthPLAN Partners LLC | 141,099 | $3.23M | 0.3% | +3.1% | 0.761% | |
5/7/2024 | Oppenheimer & Co. Inc. | 31,017 | $709K | 0.0% | +1.9% | 0.167% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 609,135 | $13.93M | 0.4% | -1.0% | 3.284% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 41,172 | $942K | 0.0% | +11.8% | 0.222% | |
5/1/2024 | StoneX Group Inc. | 22,184 | $507K | 0.1% | -15.7% | 0.120% | |
5/1/2024 | Janney Montgomery Scott LLC | 28,286 | $647K | 0.0% | -2.0% | 0.152% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 21,415 | $490K | 0.0% | +8.8% | 0.115% | |
4/29/2024 | Benjamin Edwards Inc. | 8,974 | $205K | 0.0% | -6.3% | 0.048% | |
4/26/2024 | Trueblood Wealth Management LLC | 11,717 | $268K | 0.2% | -22.2% | 0.064% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 163,914 | $3.75M | 0.0% | +26.0% | 0.888% | |
4/23/2024 | Luken Investment Analytics LLC | 398,977 | $9.13M | 4.6% | -3.4% | 2.162% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 484,663 | $11.08M | 0.0% | -9.4% | 2.627% | |
4/18/2024 | Iams Wealth Management LLC | 30,725 | $704K | 0.4% | +2.8% | 0.167% | |
4/16/2024 | OneAscent Financial Services LLC | 27,894 | $638K | 0.1% | +19.2% | 0.151% | |
4/11/2024 | SignalPoint Asset Management LLC | 40,296 | $923K | 0.3% | -8.4% | 0.218% | |
4/11/2024 | RFG Advisory LLC | 11,881 | $272K | 0.0% | -7.3% | 0.064% | |
4/11/2024 | Midwest Financial Group LLC | 90,684 | $2.07M | 1.4% | +1.2% | 0.492% | |
4/10/2024 | Park Avenue Securities LLC | 32,970 | $754K | 0.0% | +2.6% | 0.179% | |
3/5/2024 | Fisher Asset Management LLC | 10,670 | $236K | 0.0% | N/A | 0.058% | |
2/23/2024 | Chicago Partners Investment Group LLC | 41,196 | $910K | 0.0% | -24.1% | 0.225% | |
2/13/2024 | Rathbones Group PLC | 26,159 | $579K | 0.0% | -2.3% | 0.143% | |
2/12/2024 | StoneX Group Inc. | 26,317 | $582K | 0.1% | -6.6% | 0.143% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 10,184 | $225K | 0.0% | -5.4% | 0.055% | |
2/9/2024 | Orion Portfolio Solutions LLC | 22,386 | $496K | 0.0% | +12.0% | 0.122% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 130,094 | $2.88M | 0.0% | -29.9% | 0.709% | |
2/9/2024 | Tidemark LLC | 5,605 | $124K | 0.1% | N/A | 0.031% | |
2/9/2024 | Assetmark Inc. | 76,324 | $1.69M | 0.0% | +51.2% | 0.416% | |
2/9/2024 | D.A. Davidson & CO. | 30,881 | $683K | 0.0% | -9.6% | 0.168% | |
2/9/2024 | Wells Fargo & Company MN | 1,493,855 | $33.06M | 0.0% | -10.6% | 8.141% | |
2/9/2024 | UBS Group AG | 681,616 | $15.08M | 0.0% | -1.1% | 3.715% | |
2/8/2024 | Kingsview Wealth Management LLC | 326,089 | $7.22M | 0.2% | +42.1% | 1.777% | |
2/8/2024 | Janney Montgomery Scott LLC | 28,871 | $639K | 0.0% | -13.4% | 0.157% | |
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2/7/2024 | Avantax Advisory Services Inc. | 86,005 | $1.90M | 0.0% | +19.1% | 0.469% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 36,821 | $815K | 0.0% | +6.2% | 0.201% | |
2/7/2024 | NBC Securities Inc. | 6,657 | $147K | 0.0% | -14.7% | 0.036% | |
2/7/2024 | Iams Wealth Management LLC | 29,878 | $661K | 0.4% | -5.2% | 0.163% | |
2/7/2024 | Principal Securities Inc. | 43,868 | $971K | 0.0% | N/A | 0.239% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 19,691 | $436K | 0.0% | +230.3% | 0.107% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 615,147 | $13.61M | 0.5% | -3.3% | 3.352% | |
2/6/2024 | Private Advisor Group LLC | 20,205 | $447K | 0.0% | -33.7% | 0.110% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 22,817 | $505K | 0.0% | +3.2% | 0.124% | |
2/6/2024 | Fisher Asset Management LLC | 10,670 | $236K | 0.0% | N/A | 0.058% | |
2/2/2024 | Golden State Equity Partners | 17,643 | $390K | 0.1% | N/A | 0.096% | |
2/2/2024 | Atria Wealth Solutions Inc. | 20,833 | $461K | 0.0% | +3.5% | 0.114% | |
2/1/2024 | Element Wealth LLC | 10,477 | $232K | 0.1% | -5.5% | 0.057% | |
2/1/2024 | CWM LLC | 99,204 | $2.20M | 0.0% | -21.4% | 0.541% | |
1/31/2024 | American Financial Advisors LLC | 9,941 | $220K | 0.0% | -20.0% | 0.054% | |
1/31/2024 | Luken Investment Analytics LLC | 413,057 | $9.14M | 4.9% | +2.8% | 2.251% | |
1/29/2024 | NewEdge Wealth LLC | 21,248 | $470K | 0.0% | -3.3% | 0.116% | |
1/25/2024 | International Assets Investment Management LLC | 59,969 | $1.33M | 0.0% | N/A | 0.327% | |
1/25/2024 | Midwest Financial Group LLC | 89,627 | $1.98M | 1.5% | +2.5% | 0.488% | |
1/24/2024 | International Assets Investment Management LLC | 59,969 | $1.33M | 0.0% | N/A | 0.327% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 11,900 | $263K | 0.0% | N/A | 0.064% | |
1/18/2024 | Blue Trust Inc. | 3,000 | $63K | 0.0% | N/A | 0.016% | |
1/18/2024 | Trueblood Wealth Management LLC | 15,060 | $333K | 0.2% | N/A | 0.081% | |
1/18/2024 | Sebold Capital Management Inc. | 47,135 | $1.04M | 0.8% | -38.6% | 0.255% | |
1/17/2024 | SignalPoint Asset Management LLC | 43,969 | $973K | 0.3% | -4.6% | 0.238% | |
1/17/2024 | Aprio Wealth Management LLC | 31,026 | $687K | 0.2% | -2.8% | 0.168% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 534,833 | $11.84M | 0.0% | -6.4% | 2.891% | |
1/16/2024 | Raymond James & Associates | 78,085 | $1.73M | 0.0% | +2.8% | 0.422% | |
1/16/2024 | Wealthsource Partners LLC | 10,079 | $223K | 0.0% | -4.8% | 0.054% | |
1/11/2024 | OneAscent Financial Services LLC | 23,397 | $518K | 0.1% | +16.6% | 0.126% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 10,170 | $224K | 0.0% | -17.0% | 0.055% | |
1/5/2024 | WealthPLAN Partners LLC | 136,797 | $3.03M | 0.3% | +26.8% | 0.730% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 13,653 | $285K | 0.0% | +36.5% | 0.073% | |
11/15/2023 | Integrated Wealth Concepts LLC | 62,012 | $1.29M | 0.0% | +29.6% | 0.333% | |
11/13/2023 | LPL Financial LLC | 945,300 | $19.73M | 0.0% | +2.5% | 5.082% | |
11/13/2023 | Rathbones Group PLC | 26,787 | $559K | 0.0% | +118.1% | 0.144% | |
11/13/2023 | Envestnet Asset Management Inc. | 510,879 | $10.66M | 0.0% | -3.6% | 2.747% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 34,686 | $724K | 0.0% | N/A | 0.186% | |
11/13/2023 | Kestra Advisory Services LLC | 48,534 | $1.01M | 0.0% | -6.9% | 0.261% | |
11/9/2023 | UBS Group AG | 689,346 | $14.39M | 0.0% | +2.9% | 3.706% | |
11/8/2023 | HighTower Advisors LLC | 30,724 | $645K | 0.0% | +9.8% | 0.165% | |
11/8/2023 | D.A. Davidson & CO. | 34,152 | $713K | 0.0% | -4.8% | 0.184% | |
11/8/2023 | Atria Wealth Solutions Inc. | 20,119 | $420K | 0.0% | +4.2% | 0.108% | |
11/8/2023 | Avantax Advisory Services Inc. | 72,191 | $1.51M | 0.0% | -3.1% | 0.388% | |
11/8/2023 | Oppenheimer & Co. Inc. | 30,405 | $635K | 0.0% | +5.4% | 0.163% | |
11/8/2023 | Kestra Private Wealth Services LLC | 46,248 | $965K | 0.0% | -3.5% | 0.249% | |
11/7/2023 | Kingsview Wealth Management LLC | 229,470 | $4.79M | 0.2% | +90.7% | 1.234% | |
11/4/2023 | NBC Securities Inc. | 7,801 | $162K | 0.0% | N/A | 0.042% | |
11/3/2023 | Private Advisor Group LLC | 30,473 | $636K | 0.0% | -18.8% | 0.164% | |
11/3/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 635,985 | $13.27M | 0.5% | -2.1% | 3.419% | |
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11/1/2023 | Orion Portfolio Solutions LLC | 19,980 | $417K | 0.0% | +33.6% | 0.107% | |
10/27/2023 | Assetmark Inc. | 50,490 | $1.05M | 0.0% | +126.7% | 0.271% | |
10/27/2023 | Dunhill Financial LLC | 199,366 | $4.15M | 2.6% | -4.7% | 1.069% | |
10/26/2023 | Park Avenue Securities LLC | 23,829 | $497K | 0.0% | +25.0% | 0.128% | |
10/26/2023 | Chicago Partners Investment Group LLC | 54,257 | $1.07M | 0.1% | -50.7% | 0.291% | |
10/24/2023 | Bank of New York Mellon Corp | 280,163 | $5.85M | 0.0% | +4.4% | 1.502% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 571,701 | $11.93M | 0.0% | -1.7% | 2.947% | |
10/24/2023 | Raymond James & Associates | 75,995 | $1.59M | 0.0% | +26.8% | 0.392% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 185,706 | $3.88M | 0.0% | -53.4% | 0.957% | |
10/23/2023 | Sebold Capital Management Inc. | 76,801 | $1.60M | 1.3% | -7.1% | 0.396% | |