5/4/2024 | Geneos Wealth Management Inc. | 1,300 | $141K | 0.0% | -10.3% | 0.012% | |
5/2/2024 | Salomon & Ludwin LLC | 2,163 | $234K | 0.0% | -37.7% | 0.020% | |
5/2/2024 | Pacific Wealth Strategies Group Inc. | 104,429 | $11.30M | 9.4% | +2.6% | 0.985% | |
5/1/2024 | Resonant Capital Advisors LLC | 64,084 | $6.94M | 0.6% | +0.3% | 0.605% | |
5/1/2024 | Janney Montgomery Scott LLC | 7,308 | $791K | 0.0% | +19.4% | 0.069% | |
5/1/2024 | Mission Wealth Management LP | 2,000 | $216K | 0.0% | N/A | 0.019% | |
|
4/30/2024 | Private Advisor Group LLC | 26,783 | $2.90M | 0.0% | -2.7% | 0.253% | |
4/30/2024 | Curtis Advisory Group LLC | 82,715 | $8.95M | 3.5% | +0.5% | 0.780% | |
4/30/2024 | WealthBridge Capital Management LLC | 4,295 | $465K | 0.2% | +10.4% | 0.041% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 271 | $29K | 0.0% | N/A | 0.003% | |
4/29/2024 | Commonwealth Equity Services LLC | 59,122 | $6.40M | 0.0% | +2.9% | 0.558% | |
4/25/2024 | Lodestar Private Asset Management LLC | 1,914 | $207K | 0.0% | N/A | 0.018% | |
4/25/2024 | Capital Investment Advisory Services LLC | 6,353 | $688K | 0.1% | +2.9% | 0.060% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 42,090 | $4.56M | 0.0% | -2.2% | 0.397% | |
4/24/2024 | Essex Financial Services Inc. | 15,267 | $1.65M | 0.2% | +1.9% | 0.144% | |
4/24/2024 | H&H Retirement Design & Management INC | 11,155 | $1.15M | 0.8% | -11.4% | 0.105% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 180,443 | $19.53M | 0.0% | +1.4% | 1.702% | |
4/22/2024 | Raymond James & Associates | 57,058 | $6.18M | 0.0% | -4.0% | 0.538% | |
4/19/2024 | Park Edge Advisors LLC | 20,362 | $2.20M | 0.6% | N/A | 0.192% | |
4/19/2024 | Tempus Wealth Planning LLC | 9,723 | $1.05M | 0.5% | +14.6% | 0.092% | |
4/18/2024 | Breakwater Capital Group | 14,082 | $1.52M | 0.4% | +5.4% | 0.133% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 42,898 | $4.64M | 0.0% | -2.5% | 0.405% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 3,227 | $349K | 0.0% | +26.6% | 0.030% | |
4/12/2024 | Lane & Associates LLC | 9,661 | $1.05M | 0.7% | -1.8% | 0.091% | |
4/11/2024 | &PARTNERS | 5,987 | $648K | 0.1% | N/A | 0.056% | |
4/11/2024 | Independent Wealth Network Inc. | 5,698 | $617K | 1.6% | -2.4% | 0.054% | |
4/9/2024 | Destiny Wealth Partners LLC | 10,244 | $1.11M | 0.2% | -8.9% | 0.097% | |
2/16/2024 | Aspect Partners LLC | 2,067 | $205K | 0.1% | N/A | 0.019% | |
2/13/2024 | 360 Financial Inc. | 2,725 | $270K | 0.1% | N/A | 0.025% | |
2/12/2024 | Madison Asset Management LLC | 23,558 | $2.33M | 0.0% | -1.8% | 0.220% | |
2/12/2024 | Scotia Capital Inc. | 16,540 | $1.64M | 0.0% | -2.1% | 0.154% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 15,348 | $1.52M | 0.0% | -2.5% | 0.143% | |
2/9/2024 | H&H Retirement Design & Management INC | 12,589 | $1.26M | 0.8% | -2.5% | 0.117% | |
2/9/2024 | Advisory Services Network LLC | 1,705 | $169K | 0.0% | N/A | 0.016% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 43,055 | $4.26M | 0.0% | -48.1% | 0.401% | |
2/9/2024 | Tidemark LLC | 1,939 | $192K | 0.1% | N/A | 0.018% | |
2/9/2024 | Wells Fargo & Company MN | 191,720 | $18.98M | 0.0% | -10.5% | 1.787% | |
2/9/2024 | Thoroughbred Financial Services LLC | 15,366 | $1.52M | 0.1% | +148.8% | 0.143% | |
2/9/2024 | UBS Group AG | 107,512 | $10.65M | 0.0% | -1.3% | 1.002% | |
2/7/2024 | Avantax Advisory Services Inc. | 4,788 | $474K | 0.0% | -26.8% | 0.045% | |
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2/7/2024 | Calton & Associates Inc. | 7,697 | $762K | 0.3% | N/A | 0.072% | |
2/7/2024 | Kovitz Investment Group Partners LLC | 15,683 | $1.55M | 0.0% | -2.6% | 0.146% | |
2/7/2024 | Principal Securities Inc. | 5,252 | $520K | 0.0% | N/A | 0.049% | |
2/7/2024 | Montag A & Associates Inc. | 5,391 | $534K | 0.0% | +2.2% | 0.050% | |
2/6/2024 | Private Advisor Group LLC | 27,525 | $2.73M | 0.0% | -1.5% | 0.257% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 2,549 | $252K | 0.0% | N/A | 0.024% | |
2/6/2024 | National Bank of Canada FI | 2,275 | $226K | 0.0% | +658.3% | 0.021% | |
2/6/2024 | Axxcess Wealth Management LLC | 2,656 | $263K | 0.0% | -68.5% | 0.025% | |
2/6/2024 | Essex Financial Services Inc. | 14,982 | $1.48M | 0.2% | -1.3% | 0.140% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 93,813 | $9.29M | 2.6% | -8.6% | 0.874% | |
2/2/2024 | Truist Financial Corp | 88,118 | $8.73M | 0.0% | +4.4% | 0.821% | |
2/2/2024 | Capital Advisors Ltd. LLC | 3,160 | $313K | 0.0% | -36.9% | 0.029% | |
2/1/2024 | Pacific Wealth Strategies Group Inc. | 101,781 | $10.08M | 9.6% | +3.8% | 0.949% | |
1/31/2024 | Archer Investment Corp | 2,635 | $261K | 0.1% | +28.2% | 0.024% | |
1/30/2024 | Ergawealth Advisors Inc. | 2,855 | $283K | 0.2% | N/A | 0.027% | |
1/30/2024 | Carnegie Capital Asset Management LLC | 9,560 | $947K | 0.0% | +56.5% | 0.089% | |
1/29/2024 | Curtis Advisory Group LLC | 82,292 | $8.15M | 3.7% | -7.3% | 0.764% | |
1/26/2024 | Geneos Wealth Management Inc. | 1,450 | $144K | 0.0% | -89.1% | 0.013% | |
1/24/2024 | Stratos Wealth Partners LTD. | 4,992 | $494K | 0.0% | -35.6% | 0.046% | |
1/24/2024 | CENTRAL TRUST Co | 510 | $51K | 0.0% | N/A | 0.005% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 37,590 | $3.72M | 0.1% | -0.5% | 0.349% | |
1/24/2024 | Allworth Financial LP | 19,310 | $1.91M | 0.0% | -1.5% | 0.179% | |
1/24/2024 | Financial Security Advisor Inc. | 2,092 | $207K | 0.1% | N/A | 0.019% | |
1/24/2024 | Arkadios Wealth Advisors | 2,496 | $247K | 0.0% | -17.4% | 0.023% | |
1/24/2024 | Private Trust Co. NA | 732 | $73K | 0.0% | -34.1% | 0.007% | |
1/24/2024 | Tempus Wealth Planning LLC | 8,481 | $840K | 0.4% | -6.6% | 0.079% | |
1/24/2024 | Breakwater Capital Group | 13,361 | $1.33M | 0.4% | +16.1% | 0.124% | |
1/24/2024 | Tsfg LLC | 10,746 | $1.06M | 0.3% | -3.8% | 0.100% | |
1/23/2024 | American Institute for Advanced Investment Management LLP | 3,815 | $378K | 0.3% | -2.9% | 0.035% | |
1/19/2024 | Fermata Advisors LLC | 2,637 | $261K | 0.1% | -4.1% | 0.024% | |
1/19/2024 | PFG Advisors | 2,125 | $210K | 0.0% | N/A | 0.020% | |
1/18/2024 | Global Retirement Partners LLC | 606 | $59K | 0.0% | -77.0% | 0.006% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 177,977 | $17.62M | 0.0% | +1.5% | 1.646% | |
1/16/2024 | Raymond James & Associates | 59,450 | $5.89M | 0.0% | -6.2% | 0.550% | |
1/12/2024 | Independent Wealth Network Inc. | 5,836 | $578K | 0.3% | -11.4% | 0.054% | |
1/12/2024 | Fortitude Family Office LLC | 886 | $88K | 0.1% | N/A | 0.008% | |
1/11/2024 | Marshall Financial Group LLC | 2,593 | $257K | 0.1% | -28.1% | 0.024% | |
1/10/2024 | Cornerstone Wealth Management LLC | 9,347 | $926K | 0.1% | -13.0% | 0.086% | |
1/9/2024 | WBH Advisory Inc. | 3,683 | $365K | 0.0% | -3.6% | 0.034% | |
1/9/2024 | DB Wealth Management Group LLC | 5,666 | $561K | 0.3% | +17.1% | 0.052% | |
1/8/2024 | Pure Financial Advisors LLC | 3,340 | $331K | 0.0% | -6.6% | 0.031% | |
12/6/2023 | Citigroup Inc. | 3,577 | $322K | 0.0% | +54.5% | 0.018% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 71,926 | $6.47M | 0.2% | +1,150.9% | 0.370% | |
11/27/2023 | AllSquare Wealth Management LLC | 8,302 | $747K | 0.5% | -3.3% | 0.043% | |
11/16/2023 | Essex Financial Services Inc. | 15,181 | $1.37M | 0.2% | -1.8% | 0.078% | |
11/15/2023 | Axxcess Wealth Management LLC | 8,445 | $760K | 0.0% | +218.0% | 0.043% | |
11/14/2023 | Tower Research Capital LLC TRC | 9,124 | $821K | 0.0% | +652.8% | 0.047% | |
11/13/2023 | Asset Dedication LLC | 3,982 | $358K | 0.0% | -50.0% | 0.020% | |
11/13/2023 | Mariner LLC | 54,146 | $4.87M | 0.0% | -0.3% | 0.278% | |
11/13/2023 | LPL Financial LLC | 503,141 | $45.27M | 0.0% | +51.4% | 2.587% | |
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11/13/2023 | Envestnet Asset Management Inc. | 4,907,550 | $441.53M | 0.2% | +7,426.1% | 25.232% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 116,137 | $10.45M | 0.0% | N/A | 0.597% | |
11/13/2023 | Concorde Asset Management LLC | 4,455 | $401K | 0.4% | N/A | 0.023% | |
11/13/2023 | Kestra Advisory Services LLC | 13,568 | $1.22M | 0.0% | +75.8% | 0.070% | |
11/9/2023 | Atomi Financial Group Inc. | 7,895 | $710K | 0.2% | N/A | 0.041% | |
11/9/2023 | Collaborative Wealth Managment Inc. | 7,711 | $694K | 0.4% | -9.3% | 0.040% | |
11/9/2023 | DB Wealth Management Group LLC | 4,837 | $435K | 0.3% | +51.4% | 0.025% | |
11/9/2023 | Kovitz Investment Group Partners LLC | 16,108 | $1.45M | 0.0% | -0.8% | 0.083% | |
11/9/2023 | UBS Group AG | 108,972 | $9.80M | 0.0% | +3.5% | 0.560% | |
11/8/2023 | HighTower Advisors LLC | 70,289 | $6.33M | 0.0% | +176.8% | 0.361% | |