2/12/2024 | Focus Financial Network Inc. ADV | 4,732 | $342K | 0.0% | N/A | 0.146% | |
2/8/2024 | Level Four Advisory Services LLC | 6,061 | $439K | 0.0% | -3.8% | 0.187% | |
2/8/2024 | Pacific Sun Financial Corp | 20,634 | $1.49M | 0.9% | -4.8% | 0.637% | |
2/7/2024 | Calton & Associates Inc. | 3,220 | $233K | 0.1% | N/A | 0.099% | |
2/7/2024 | Delos Wealth Advisors LLC | 38,661 | $2.80M | 4.1% | -3.3% | 1.193% | |
2/6/2024 | Connecticut Wealth Management LLC | 3,141 | $227K | 0.0% | -23.3% | 0.097% | |
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2/5/2024 | Win Advisors Inc. | 5,081 | $368K | 0.2% | N/A | 0.157% | |
2/1/2024 | CWM LLC | 8,783 | $636K | 0.0% | -46.1% | 0.271% | |
1/23/2024 | Solstein Capital LLC | 14,845 | $1.07M | 0.8% | -1.0% | 0.458% | |
1/18/2024 | Caprock Group LLC | 12,708 | $920K | 0.1% | -11.6% | 0.392% | |
1/18/2024 | Global Retirement Partners LLC | 2,556 | $184K | 0.0% | +18.6% | 0.079% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 4,301 | $311K | 0.1% | N/A | 0.133% | |
11/16/2023 | Creative Planning | 115,107 | $7.54M | 0.0% | N/A | 3.553% | |
11/16/2023 | Delos Wealth Advisors LLC | 39,994 | $2.75M | 3.3% | -1.0% | 1.234% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 155,985 | $10.22M | 0.0% | -0.8% | 4.814% | |
11/14/2023 | Tower Research Capital LLC TRC | 8,254 | $541K | 0.0% | +43.5% | 0.255% | |
11/13/2023 | Jaffetilchin Investment Partners LLC | 25,913 | $1.70M | 0.2% | -3.2% | 0.800% | |
11/13/2023 | Mariner LLC | 9,973 | $653K | 0.0% | -76.8% | 0.308% | |
11/13/2023 | LPL Financial LLC | 258,675 | $16.95M | 0.0% | -15.4% | 7.984% | |
11/13/2023 | Envestnet Asset Management Inc. | 153,422 | $10.05M | 0.0% | -4.0% | 4.735% | |
11/13/2023 | Kestra Advisory Services LLC | 51,246 | $3.36M | 0.0% | -24.8% | 1.582% | |
11/8/2023 | Atria Wealth Solutions Inc. | 17,655 | $1.16M | 0.0% | +3.7% | 0.545% | |
11/8/2023 | Avantax Advisory Services Inc. | 9,955 | $652K | 0.0% | -7.8% | 0.307% | |
11/7/2023 | Avant Capital LLC | 16,599 | $1.09M | 1.2% | +1.2% | 0.512% | |
11/6/2023 | MONECO Advisors LLC | 6,901 | $452K | 0.1% | -5.2% | 0.213% | |
10/30/2023 | Cascade Investment Advisors Inc. | 8,877 | $582K | 0.5% | +3.5% | 0.274% | |
10/25/2023 | Solstein Capital LLC | 14,999 | $983K | 0.8% | -4.4% | 0.463% | |
10/23/2023 | Commonwealth Equity Services LLC | 66,670 | $4.37M | 0.0% | -6.4% | 2.058% | |
10/18/2023 | Advisory Alpha LLC | 4,903 | $321K | 0.0% | -4.3% | 0.151% | |
10/17/2023 | 1900 Wealth Management LLC | 85,114 | $5.58M | 0.6% | -16.9% | 2.627% | |
10/17/2023 | Flagship Harbor Advisors LLC | 23,308 | $1.53M | 0.1% | +23.8% | 0.719% | |
10/17/2023 | Financial Services Advisory Inc | 3,800 | $249K | 0.1% | -34.2% | 0.117% | |
10/11/2023 | CWM LLC | 16,305 | $1.07M | 0.0% | +41.2% | 0.503% | |
9/5/2023 | Delos Wealth Advisors LLC | 40,396 | $2.80M | 3.6% | -9.5% | 1.247% | |
8/11/2023 | Kestra Advisory Services LLC | 68,105 | $4.72M | 0.0% | -16.4% | 2.102% | |
8/10/2023 | Osaic Holdings Inc. | 40,349 | $2.79M | 0.0% | -29.4% | 1.245% | |
8/10/2023 | Commonwealth Equity Services LLC | 71,212 | $4.93M | 0.0% | -4.9% | 2.198% | |
8/10/2023 | Cetera Advisors LLC | 5,975 | $414K | 0.0% | -3.7% | 0.184% | |
8/9/2023 | Flow Traders U.S. LLC | 11,453 | $793K | 0.0% | -29.0% | 0.353% | |
8/4/2023 | Envestnet Asset Management Inc. | 159,886 | $11.07M | 0.0% | -3.5% | 4.542% | |
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8/3/2023 | Atria Wealth Solutions Inc. | 17,017 | $1.18M | 0.0% | +83.4% | 0.483% | |
8/3/2023 | CWM LLC | 11,551 | $800K | 0.0% | +32.5% | 0.328% | |
8/2/2023 | Bank of Montreal Can | 1,140 | $79K | 0.0% | N/A | 0.032% | |
7/31/2023 | LPL Financial LLC | 305,856 | $21.18M | 0.0% | +26.9% | 8.689% | |
7/24/2023 | BerganKDV Wealth Management LLC | 153,820 | $10.65M | 1.1% | -0.4% | 4.370% | |
7/24/2023 | Financial Services Advisory Inc | 5,774 | $400K | 0.2% | +2.8% | 0.164% | |
7/21/2023 | Cascade Investment Advisors Inc. | 8,577 | $594K | 0.4% | +2.1% | 0.244% | |
7/21/2023 | 1900 Wealth Management LLC | 102,364 | $7.09M | 0.7% | -4.2% | 2.908% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 3,913 | $271K | 0.0% | +18.3% | 0.111% | |
7/12/2023 | Pacific Sun Financial Corp | 22,024 | $1.48M | 1.0% | N/A | 0.626% | |
7/11/2023 | Flagship Harbor Advisors LLC | 18,824 | $1.30M | 0.1% | N/A | 0.535% | |
5/12/2023 | Avant Capital LLC | 16,578 | $1.12M | 1.3% | +4.3% | 0.412% | |
5/12/2023 | MONECO Advisors LLC | 7,403 | $498K | 0.1% | -3.9% | 0.184% | |
5/11/2023 | Envestnet Asset Management Inc. | 165,729 | $11.15M | 0.0% | -18.2% | 4.123% | |
5/11/2023 | Commonwealth Equity Services LLC | 74,878 | $5.04M | 0.0% | -2.6% | 1.863% | |
5/10/2023 | Mach 1 Financial Group LLC | 1,114 | $74.97M | 0.5% | N/A | 0.028% | |
5/10/2023 | Cascade Investment Advisors Inc. | 8,402 | $565K | 0.4% | +11.2% | 0.209% | |
5/10/2023 | LPL Financial LLC | 241,100 | $16.23M | 0.0% | -13.4% | 5.998% | |
5/9/2023 | Tower Research Capital LLC TRC | 6,769 | $456K | 0.0% | +219.3% | 0.168% | |
5/8/2023 | Global Retirement Partners LLC | 2,156 | $144K | 0.0% | +30.2% | 0.054% | |
5/4/2023 | G2 Capital Management LLC OH | 24,346 | $1.64M | 0.7% | -60.7% | 0.606% | |
5/1/2023 | Money Concepts Capital Corp | 19,801 | $102K | 0.0% | +898.0% | 0.493% | |
4/27/2023 | BerganKDV Wealth Management LLC | 154,514 | $10.40M | 1.1% | +1.0% | 3.844% | |
4/25/2023 | Parallel Advisors LLC | 590 | $40K | 0.0% | +98.7% | 0.015% | |
4/24/2023 | Fifth Third Bancorp | 407 | $27K | 0.0% | -80.7% | 0.010% | |
4/21/2023 | Capital Investment Advisory Services LLC | 21,837 | $1.47M | 0.2% | -3.2% | 0.543% | |
4/19/2023 | Solstein Capital LLC | 15,694 | $1.06M | 0.9% | -30.2% | 0.390% | |
4/19/2023 | Calton & Associates Inc. | 2,983 | $201K | 0.1% | N/A | 0.074% | |
4/18/2023 | Connecticut Wealth Management LLC | 4,093 | $275K | 0.0% | -96.9% | 0.102% | |
4/18/2023 | IFP Advisors Inc | 815 | $38K | 0.0% | -93.9% | 0.020% | |
4/18/2023 | Financial Services Advisory Inc | 5,616 | $378K | 0.2% | +50.3% | 0.140% | |
4/14/2023 | AE Wealth Management LLC | 6,810 | $458K | 0.0% | +2.5% | 0.169% | |
2/21/2023 | Insight Advisors LLC PA | 3,552 | $236K | 0.1% | -6.9% | 0.089% | |
2/15/2023 | Avant Capital LLC | 15,890 | $1.06M | 1.3% | -2.9% | 0.397% | |
2/14/2023 | Delos Wealth Advisors LLC | 50,341 | $3.35M | 5.2% | -18.1% | 1.259% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 3,228 | $215K | 0.0% | -12.4% | 0.081% | |
2/13/2023 | Atria Wealth Solutions Inc. | 9,281 | $617K | 0.0% | +2.3% | 0.232% | |
2/13/2023 | Rooted Wealth Advisors Inc. | 25,582 | $1.70M | 1.4% | N/A | 0.640% | |
2/10/2023 | Ameritas Advisory Services LLC | 3,157 | $210K | 0.0% | N/A | 0.079% | |
2/9/2023 | HighTower Advisors LLC | 14,375 | $956K | 0.0% | +41.4% | 0.359% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 204,948 | $13.63M | 0.1% | -3.8% | 5.124% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 4,429 | $295K | 0.0% | +5.2% | 0.111% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 7,224 | $480K | 0.0% | -7.2% | 0.181% | |
2/7/2023 | Commonwealth Equity Services LLC | 76,841 | $5.11M | 0.0% | -3.3% | 1.921% | |
2/7/2023 | LPL Financial LLC | 278,366 | $18.51M | 0.0% | +36.8% | 6.959% | |
2/7/2023 | IFP Advisors Inc | 13,335 | $621K | 0.0% | -4.8% | 0.333% | |
2/7/2023 | Envestnet Asset Management Inc. | 202,511 | $13.47M | 0.0% | +0.8% | 5.063% | |
2/7/2023 | Financial Services Advisory Inc | 3,736 | $248K | 0.2% | N/A | 0.093% | |
2/6/2023 | 1900 Wealth Management LLC | 106,861 | $7.11M | 0.8% | -3.5% | 2.672% | |
2/3/2023 | Capital Investment Advisory Services LLC | 22,560 | $1.50M | 0.2% | +39.1% | 0.564% | |
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2/2/2023 | Solstein Capital LLC | 22,499 | $1.50M | 1.3% | +9.3% | 0.562% | |
2/1/2023 | SFG Wealth Management LLC. | 6,151 | $409K | 0.5% | N/A | 0.154% | |
1/31/2023 | BerganKDV Wealth Management LLC | 152,920 | $10.17M | 1.1% | -0.3% | 3.823% | |
1/31/2023 | Kestra Advisory Services LLC | 79,071 | $5.26M | 0.0% | -1.0% | 1.977% | |
1/31/2023 | AE Wealth Management LLC | 6,642 | $442K | 0.0% | -78.0% | 0.166% | |
1/30/2023 | Advisory Alpha LLC | 5,153 | $343K | 0.0% | -15.0% | 0.129% | |
1/30/2023 | Columbia Advisory Partners LLC | 6,269 | $417K | 0.4% | +6.0% | 0.157% | |
1/26/2023 | Cascade Investment Advisors Inc. | 7,557 | $503K | 0.4% | +8.6% | 0.183% | |
1/25/2023 | Fifth Third Bancorp | 2,107 | $140K | 0.0% | N/A | 0.051% | |
1/23/2023 | CAPROCK Group Inc. | 14,379 | $956K | 0.1% | +19.7% | 0.346% | |