5/6/2024 | Envestnet Portfolio Solutions Inc. | 8,969 | $309K | 0.0% | +18.8% | 0.129% | |
5/1/2024 | StoneX Group Inc. | 13,536 | $466K | 0.1% | -27.4% | 0.191% | |
4/29/2024 | Commonwealth Equity Services LLC | 145,501 | $5.01M | 0.0% | +10.0% | 2.049% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 27,502 | $947K | 0.0% | +1.3% | 0.387% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 198,084 | $6.82M | 0.0% | +274.0% | 2.790% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 113,440 | $3.91M | 0.0% | -6.9% | 1.598% | |
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4/15/2024 | Wealthcare Advisory Partners LLC | 49,355 | $1.70M | 0.1% | +1.3% | 0.658% | |
4/12/2024 | Ignite Planners LLC | 120,990 | $4.15M | 1.2% | -6.5% | 1.613% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,466 | $48K | 0.0% | +98.4% | 0.020% | |
3/8/2024 | ICA Group Wealth Management LLC | 790 | $26K | 0.0% | N/A | 0.011% | |
2/14/2024 | Regal Investment Advisors LLC | 216,084 | $7.04M | 0.5% | N/A | 2.881% | |
2/12/2024 | StoneX Group Inc. | 18,634 | $608K | 0.1% | -4.5% | 0.248% | |
2/12/2024 | Parallel Advisors LLC | 1,394 | $45K | 0.0% | -20.1% | 0.019% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 52,969 | $1.73M | 0.0% | -2.3% | 0.706% | |
2/9/2024 | Tidemark LLC | 824 | $27K | 0.0% | N/A | 0.011% | |
2/9/2024 | D.A. Davidson & CO. | 15,986 | $521K | 0.0% | +58.0% | 0.213% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 7,547 | $246K | 0.0% | -14.4% | 0.101% | |
2/6/2024 | Private Advisor Group LLC | 8,729 | $285K | 0.0% | +19.0% | 0.116% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 48,742 | $1.59M | 0.1% | +2.9% | 0.650% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 325,407 | $10.61M | 0.5% | +1.8% | 4.339% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 27,139 | $885K | 0.0% | +6.4% | 0.362% | |
2/5/2024 | Stonebridge Financial Planning Group LLC | 7,459 | $243K | 0.1% | -6.0% | 0.099% | |
2/1/2024 | New England Capital Financial Advisors LLC | 9,742 | $318K | 0.2% | +36.7% | 0.130% | |
2/1/2024 | Sigma Planning Corp | 19,789 | $645K | 0.1% | -64.1% | 0.264% | |
1/25/2024 | International Assets Investment Management LLC | 76,708 | $2.35M | 0.0% | N/A | 1.023% | |
1/24/2024 | Stratos Wealth Partners LTD. | 13,675 | $446K | 0.0% | -2.9% | 0.182% | |
1/24/2024 | International Assets Investment Management LLC | 76,708 | $2.35M | 0.0% | N/A | 1.023% | |
1/23/2024 | DAVENPORT & Co LLC | 12,197 | $398K | 0.0% | -58.4% | 0.163% | |
1/17/2024 | J Arnold Wealth Management Co | 29,864 | $974K | 0.3% | -92.6% | 0.398% | |
1/16/2024 | HBW Advisory Services LLC | 8,329 | $272K | 0.0% | N/A | 0.111% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 121,876 | $3.97M | 0.0% | -18.7% | 1.625% | |
1/9/2024 | Ignite Planners LLC | 129,441 | $4.23M | 1.3% | -3.2% | 1.726% | |
11/16/2023 | Harbour Investments Inc. | 33,774 | $980K | 0.0% | -4.9% | 0.450% | |
11/15/2023 | Integrated Wealth Concepts LLC | 69,157 | $2.01M | 0.0% | N/A | 0.922% | |
11/13/2023 | LPL Financial LLC | 935,278 | $27.15M | 0.0% | -0.8% | 12.470% | |
11/13/2023 | Envestnet Asset Management Inc. | 110,439 | $3.21M | 0.0% | -10.3% | 1.473% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 8,817 | $256K | 0.0% | N/A | 0.118% | |
11/13/2023 | Kestra Advisory Services LLC | 804,448 | $23.35M | 0.2% | +45.2% | 10.726% | |
11/8/2023 | J Arnold Wealth Management Co | 402,108 | $11.67M | 4.7% | N/A | 5.361% | |
11/8/2023 | D.A. Davidson & CO. | 10,120 | $294K | 0.0% | +14.2% | 0.135% | |
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11/8/2023 | Western Wealth Management LLC | 9,843 | $286K | 0.0% | -38.0% | 0.131% | |
11/8/2023 | Avantax Advisory Services Inc. | 11,813 | $343K | 0.0% | -9.6% | 0.158% | |
11/6/2023 | Sigma Planning Corp | 55,058 | $1.60M | 0.1% | +308.3% | 0.734% | |
11/6/2023 | Vestmark Advisory Solutions Inc. | 319,689 | $9.28M | 0.7% | -10.0% | 4.263% | |
11/6/2023 | New England Capital Financial Advisors LLC | 7,124 | $207K | 0.1% | N/A | 0.095% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 149,820 | $4.35M | 0.0% | +2.6% | 1.998% | |
10/24/2023 | Raymond James & Associates | 78,784 | $2.29M | 0.0% | +23.5% | 1.050% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 54,225 | $1.57M | 0.0% | +21.1% | 0.723% | |
10/23/2023 | Commonwealth Equity Services LLC | 131,726 | $3.82M | 0.0% | +5.6% | 1.756% | |
10/17/2023 | DAVENPORT & Co LLC | 29,308 | $851K | 0.0% | +12.2% | 0.391% | |
10/16/2023 | Wealth Effects LLC | 8,733 | $254K | 0.1% | -7.4% | 0.116% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 47,357 | $1.38M | 0.1% | N/A | 0.631% | |
10/11/2023 | AE Wealth Management LLC | 155,579 | $4.52M | 0.0% | N/A | 2.074% | |
10/11/2023 | Ignite Planners LLC | 133,680 | $3.83M | 1.2% | -31.6% | 1.782% | |
8/30/2023 | Western Wealth Management LLC | 15,883 | $478K | 0.0% | -36.1% | 0.212% | |
8/15/2023 | Gray Wealth Management Inc. | 7,180 | $216K | 0.1% | N/A | 0.096% | |
8/14/2023 | Sowell Financial Services LLC | 55,724 | $1.68M | 0.1% | +26.5% | 0.743% | |
8/11/2023 | Kestra Advisory Services LLC | 553,930 | $16.68M | 0.2% | N/A | 7.386% | |
8/11/2023 | D.A. Davidson & CO. | 8,862 | $267K | 0.0% | N/A | 0.118% | |
8/10/2023 | Commonwealth Equity Services LLC | 124,705 | $3.76M | 0.0% | -0.6% | 1.663% | |
8/10/2023 | Cetera Investment Advisers | 85,523 | $2.58M | 0.0% | -6.5% | 1.140% | |
8/8/2023 | Kestra Private Wealth Services LLC | 10,682 | $322K | 0.0% | -6.5% | 0.142% | |
8/8/2023 | Chicago Partners Investment Group LLC | 7,524 | $232K | 0.0% | -5.1% | 0.100% | |
8/7/2023 | Vestmark Advisory Solutions Inc. | 355,259 | $10.70M | 0.4% | +95.5% | 5.921% | |
8/4/2023 | Envestnet Asset Management Inc. | 123,136 | $3.71M | 0.0% | +0.3% | 2.052% | |
8/2/2023 | Sigma Planning Corp | 13,484 | $406K | 0.0% | +4.0% | 0.225% | |
8/1/2023 | Truist Financial Corp | 9,519 | $287K | 0.0% | N/A | 0.159% | |
7/31/2023 | LPL Financial LLC | 942,686 | $28.39M | 0.0% | -2.3% | 15.711% | |
7/27/2023 | J.W. Cole Advisors Inc. | 7,825 | $236K | 0.0% | -7.4% | 0.130% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 146,004 | $4.40M | 0.0% | +1,619.9% | 2.433% | |
7/25/2023 | Raymond James & Associates | 63,775 | $1.92M | 0.0% | N/A | 1.063% | |
7/25/2023 | Ameritas Advisory Services LLC | 52,294 | $1.55M | 0.2% | -1.3% | 0.872% | |
7/20/2023 | DAVENPORT & Co LLC | 26,118 | $787K | 0.0% | +2.2% | 0.435% | |
7/18/2023 | Stratos Wealth Partners LTD. | 14,083 | $424K | 0.0% | -18.1% | 0.235% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 44,760 | $1.35M | 0.0% | +17.0% | 0.746% | |
7/12/2023 | Ignite Planners LLC | 195,379 | $5.78M | 2.2% | -1.7% | 3.256% | |
6/1/2023 | ORG Partners LLC | 12,223 | $365K | 0.1% | N/A | 0.224% | |
5/12/2023 | NewEdge Advisors LLC | 457,212 | $13.52M | 0.2% | +2.9% | 8.389% | |
5/11/2023 | Insigneo Advisory Services LLC | 15,443 | $457K | 0.1% | -6.3% | 0.283% | |
5/11/2023 | Commonwealth Equity Services LLC | 125,433 | $3.71M | 0.0% | +2.7% | 2.302% | |
5/10/2023 | Mach 1 Financial Group LLC | 1,429 | $42.25M | 0.3% | N/A | 0.026% | |
5/10/2023 | LPL Financial LLC | 965,087 | $28.53M | 0.0% | -12.7% | 17.708% | |
5/9/2023 | Vestmark Advisory Solutions Inc. | 181,694 | $5.37M | 0.2% | +43.6% | 3.334% | |
5/8/2023 | Sigma Planning Corp | 12,963 | $383K | 0.0% | +9.9% | 0.238% | |
5/3/2023 | J.W. Cole Advisors Inc. | 8,454 | $250K | 0.0% | -5.3% | 0.155% | |
4/28/2023 | Avantax Advisory Services Inc. | 12,467 | $369K | 0.0% | N/A | 0.229% | |
4/28/2023 | Ameritas Advisory Services LLC | 53,008 | $1.57M | 0.1% | -41.4% | 0.973% | |
4/27/2023 | Stratos Wealth Partners LTD. | 17,199 | $508K | 0.0% | -12.4% | 0.316% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 24,258 | $717K | 0.0% | +82.2% | 0.445% | |
4/27/2023 | DAVENPORT & Co LLC | 25,565 | $756K | 0.0% | +44.2% | 0.469% | |
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4/18/2023 | Ignite Planners LLC | 198,737 | $5.93M | 2.4% | -0.8% | 3.647% | |
2/10/2023 | Ameritas Advisory Services LLC | 90,420 | $2.61M | 0.1% | +56.0% | 1.674% | |
2/9/2023 | Prudential PLC | 48,000 | $1.38M | 0.0% | N/A | 0.889% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 8,482 | $245K | 0.0% | N/A | 0.157% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 23,614 | $681K | 0.0% | +8.7% | 0.437% | |
2/7/2023 | Commonwealth Equity Services LLC | 122,131 | $3.52M | 0.0% | +1.8% | 2.262% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 13,311 | $384K | 0.0% | +50.2% | 0.247% | |
2/7/2023 | LPL Financial LLC | 1,105,892 | $31.88M | 0.0% | +23.8% | 20.479% | |
2/7/2023 | Envestnet Asset Management Inc. | 110,571 | $3.19M | 0.0% | +13.1% | 2.048% | |
2/6/2023 | Glassman Wealth Services | 3,159 | $91K | 0.0% | -62.5% | 0.059% | |