4/26/2024 | Trueblood Wealth Management LLC | 2,064 | $204K | 0.1% | N/A | 0.016% | |
4/25/2024 | Strategy Asset Managers LLC | 4,047 | $400K | 0.1% | +3.5% | 0.031% | |
4/25/2024 | Osborne Partners Capital Management LLC | 40,814 | $4.03M | 0.2% | -6.3% | 0.317% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 50,660 | $5.00M | 0.0% | +6.1% | 0.393% | |
4/24/2024 | Win Advisors Inc. | 62,444 | $6.17M | 2.7% | N/A | 0.484% | |
4/24/2024 | Strid Group LLC | 129,508 | $12.79M | 2.3% | -4.7% | 1.005% | |
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4/24/2024 | Spire Wealth Management | 4,264 | $421K | 0.0% | +4.9% | 0.033% | |
4/23/2024 | Lunt Capital Management Inc. | 20,027 | $1.98M | 1.0% | -4.9% | 0.155% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 121,886 | $12.04M | 0.0% | -12.1% | 0.944% | |
4/22/2024 | PFG Investments LLC | 24,163 | $2.39M | 0.1% | +65.7% | 0.187% | |
4/22/2024 | Raymond James & Associates | 589,914 | $58.27M | 0.0% | +2.0% | 4.569% | |
4/18/2024 | MorganRosel Wealth Management LLC | 23,409 | $2.31M | 0.8% | -3.8% | 0.181% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 97,436 | $9.63M | 0.0% | -55.9% | 0.755% | |
4/15/2024 | G&S Capital LLC | 24,142 | $2.39M | 1.1% | -7.7% | 0.187% | |
4/12/2024 | Global Assets Advisory LLC | 314,224 | $31.04M | 0.1% | N/A | 2.434% | |
4/11/2024 | Shilanski & Associates Inc. | 2,221 | $219K | 0.1% | N/A | 0.017% | |
4/5/2024 | Carolina Wealth Advisors LLC | 393 | $39K | 0.0% | N/A | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 3,196 | $273K | 0.0% | -14.3% | 0.024% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 29,419 | $2.52M | 0.1% | -3.9% | 0.225% | |
3/14/2024 | Golden Road Advisors LLC | 3,540 | $303K | 0.3% | N/A | 0.027% | |
2/28/2024 | EP Wealth Advisors LLC | 38,323 | $3.28M | 0.0% | -0.8% | 0.293% | |
2/13/2024 | Stephens Inc. AR | 10,494 | $897K | 0.0% | -4.1% | 0.080% | |
2/13/2024 | Tower Research Capital LLC TRC | 600 | $51K | 0.0% | -88.6% | 0.005% | |
2/12/2024 | Focus Financial Network Inc. ADV | 8,444 | $722K | 0.0% | N/A | 0.065% | |
2/12/2024 | Stifel Financial Corp | 79,783 | $6.82M | 0.0% | +6.3% | 0.610% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 8,999 | $769K | 0.0% | -1.8% | 0.069% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 47,726 | $4.08M | 0.0% | -7.4% | 0.365% | |
2/9/2024 | D.A. Davidson & CO. | 21,967 | $1.88M | 0.0% | -7.1% | 0.168% | |
2/9/2024 | Wells Fargo & Company MN | 585,280 | $50.04M | 0.0% | -11.4% | 4.478% | |
2/9/2024 | UBS Group AG | 241,489 | $20.65M | 0.0% | +7.9% | 1.848% | |
2/9/2024 | PNC Financial Services Group Inc. | 3,196 | $273K | 0.0% | -14.3% | 0.024% | |
2/8/2024 | Financial Advocates Investment Management | 3,000 | $256K | 0.0% | N/A | 0.023% | |
2/8/2024 | Kingsview Wealth Management LLC | 3,830 | $327K | 0.0% | -8.4% | 0.029% | |
2/8/2024 | Janney Montgomery Scott LLC | 174,873 | $14.95M | 0.0% | -1.2% | 1.338% | |
2/8/2024 | Pacific Sun Financial Corp | 3,272 | $280K | 0.2% | -15.5% | 0.025% | |
2/7/2024 | Gateway Advisory LLC | 206,002 | $17.61M | 3.4% | +9.6% | 1.576% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 2,416 | $216K | 0.1% | N/A | 0.018% | |
2/7/2024 | Northwest Financial Advisors | 590 | $50K | 0.0% | N/A | 0.005% | |
2/7/2024 | Calton & Associates Inc. | 14,283 | $1.22M | 0.5% | N/A | 0.109% | |
2/6/2024 | Sovereign Financial Group Inc. | 21,399 | $1.83M | 0.6% | -23.6% | 0.164% | |
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2/6/2024 | Welch & Forbes LLC | 2,419 | $207K | 0.0% | -17.2% | 0.019% | |
2/6/2024 | Lincoln National Corp | 8,988 | $768K | 0.0% | -3.6% | 0.069% | |
2/6/2024 | Private Advisor Group LLC | 7,516 | $643K | 0.0% | +3.4% | 0.058% | |
2/6/2024 | Spire Wealth Management | 4,064 | $351K | 0.0% | +82.8% | 0.031% | |
2/6/2024 | Sapient Capital LLC | 3,454 | $295K | 0.0% | N/A | 0.026% | |
2/6/2024 | Merit Financial Group LLC | 13,312 | $1.14M | 0.0% | +12.6% | 0.102% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 11,385 | $973K | 0.0% | -13.3% | 0.087% | |
2/6/2024 | Commonwealth Equity Services LLC | 448,276 | $38.32M | 0.1% | +0.2% | 3.430% | |
2/5/2024 | Savant Capital LLC | 179,204 | $15.32M | 0.2% | -3.2% | 1.371% | |
2/2/2024 | Truist Financial Corp | 34,485 | $2.95M | 0.0% | -2.3% | 0.264% | |
2/1/2024 | Capital Investment Advisory Services LLC | 19,229 | $1.64M | 0.2% | -3.2% | 0.147% | |
1/31/2024 | Institute for Wealth Management LLC. | 48,392 | $4.14M | 0.7% | -6.1% | 0.369% | |
1/31/2024 | Strid Group LLC | 135,889 | $11.62M | 2.3% | +9.9% | 1.036% | |
1/30/2024 | Lunt Capital Management Inc. | 21,066 | $1.80M | 0.9% | +4.4% | 0.161% | |
1/29/2024 | Koshinski Asset Management Inc. | 4,331 | $370K | 0.1% | +49.6% | 0.033% | |
1/29/2024 | Perigon Wealth Management LLC | 2,350 | $201K | 0.0% | N/A | 0.018% | |
1/29/2024 | Sapient Capital LLC | 3,454 | $295K | 0.0% | N/A | 0.026% | |
1/26/2024 | Geneos Wealth Management Inc. | 6,945 | $594K | 0.0% | -3.6% | 0.053% | |
1/26/2024 | Rainsberger Wealth Advisors Inc. | 14,470 | $1.24M | 0.7% | -8.5% | 0.110% | |
1/25/2024 | International Assets Investment Management LLC | 41,708 | $3.57M | 0.0% | N/A | 0.318% | |
1/24/2024 | Stratos Wealth Partners LTD. | 5,142 | $440K | 0.0% | +19.1% | 0.039% | |
1/24/2024 | Sowell Financial Services LLC | 11,698 | $1M | 0.1% | -8.4% | 0.089% | |
1/24/2024 | Arkadios Wealth Advisors | 2,528 | $216K | 0.0% | N/A | 0.019% | |
1/24/2024 | International Assets Investment Management LLC | 41,708 | $3.57M | 0.0% | N/A | 0.318% | |
1/23/2024 | Estate Counselors LLC | 3,450 | $295K | 0.0% | N/A | 0.026% | |
1/22/2024 | Osborne Partners Capital Management LLC | 43,571 | $3.73M | 0.2% | -1.6% | 0.332% | |
1/19/2024 | MorganRosel Wealth Management LLC | 24,340 | $2.08M | 0.8% | -1.6% | 0.186% | |
1/17/2024 | PFG Investments LLC | 14,578 | $1.25M | 0.2% | -43.4% | 0.111% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 20,787 | $1.78M | 0.2% | N/A | 0.158% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 138,697 | $11.86M | 0.0% | -8.3% | 1.057% | |
1/16/2024 | Raymond James & Associates | 578,526 | $49.46M | 0.0% | -2.9% | 4.409% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 10,249 | $876K | 0.1% | -94.6% | 0.079% | |
1/11/2024 | Brookstone Capital Management | 2,896 | $248K | 0.0% | +6.4% | 0.022% | |
1/2/2024 | Anchor Investment Management LLC | 855 | $73K | 0.0% | N/A | 0.006% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 30,618 | $2.36M | 0.1% | -4.4% | 0.227% | |
11/24/2023 | EP Wealth Advisors LLC | 38,630 | $2.97M | 0.0% | +216.6% | 0.286% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 39,501 | $3.04M | 0.0% | -8.4% | 0.293% | |
11/14/2023 | Gateway Advisory LLC | 187,950 | $14.47M | 3.0% | +2.5% | 1.393% | |
11/14/2023 | Tower Research Capital LLC TRC | 5,283 | $407K | 0.0% | +308.6% | 0.039% | |
11/14/2023 | Private Advisory Group LLC | 13,369 | $1.03M | 0.2% | +17.0% | 0.099% | |
11/13/2023 | Stifel Financial Corp | 75,052 | $5.78M | 0.0% | -1.5% | 0.556% | |
11/13/2023 | LPL Financial LLC | 221,567 | $17.06M | 0.0% | +12.8% | 1.642% | |
11/13/2023 | Second Half Financial Partners LLC | 4,075 | $314K | 0.2% | -7.4% | 0.030% | |
11/13/2023 | Envestnet Asset Management Inc. | 98,644 | $7.60M | 0.0% | -5.8% | 0.731% | |
11/13/2023 | Kestra Advisory Services LLC | 11,353 | $874K | 0.0% | +63.1% | 0.084% | |
11/13/2023 | PNC Financial Services Group Inc. | 3,728 | $287K | 0.0% | +11.7% | 0.028% | |
11/9/2023 | SPC Financial Inc. | 5,705 | $439K | 0.0% | +10.1% | 0.042% | |
11/9/2023 | Blair William & Co. IL | 29,100 | $2.24M | 0.0% | -1.0% | 0.216% | |
11/9/2023 | UBS Group AG | 223,892 | $17.24M | 0.0% | -3.1% | 1.660% | |
11/8/2023 | HighTower Advisors LLC | 9,465 | $729K | 0.0% | +2.1% | 0.070% | |
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11/8/2023 | Fort Point Capital Partners LLC | 17,940 | $1.38M | 0.2% | -4.8% | 0.133% | |
11/8/2023 | D.A. Davidson & CO. | 23,646 | $1.82M | 0.0% | -5.4% | 0.175% | |
11/8/2023 | Janney Montgomery Scott LLC | 177,058 | $13.63M | 0.1% | -2.9% | 1.313% | |
11/8/2023 | Milestone Advisory Partners | 30,825 | $2.37M | 1.5% | +4.3% | 0.229% | |
11/8/2023 | Atria Wealth Solutions Inc. | 5,132 | $395K | 0.0% | -15.5% | 0.038% | |
11/7/2023 | Merit Financial Group LLC | 11,823 | $910K | 0.0% | +3.4% | 0.088% | |
11/7/2023 | Savant Capital LLC | 185,077 | $14.25M | 0.2% | -2.6% | 1.372% | |
11/6/2023 | Keystone Financial Group | 3,220 | $248K | 0.0% | -6.1% | 0.024% | |
11/6/2023 | PFG Investments LLC | 25,778 | $1.99M | 0.4% | +32.0% | 0.191% | |
11/6/2023 | Lincoln National Corp | 9,325 | $718K | 0.0% | -15.7% | 0.069% | |