5/11/2024 | Beaumont Financial Advisors LLC | 31,687 | $1.51M | 0.1% | -11.0% | 0.137% | |
5/10/2024 | Osaic Holdings Inc. | 221,941 | $10.58M | 0.0% | -52.4% | 0.957% | |
5/6/2024 | Advisory Services Network LLC | 65,882 | $3.14M | 0.1% | -34.7% | 0.284% | |
5/4/2024 | WBI Investments LLC | 35,634 | $1.70M | 0.4% | -56.4% | 0.154% | |
5/3/2024 | Avidian Wealth Solutions LLC | 8,760 | $417K | 0.0% | +49.3% | 0.038% | |
5/3/2024 | Southern Capital Advisors LLC | 8,417 | $400K | 0.2% | -88.1% | 0.036% | |
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5/2/2024 | Curran Financial Partners LLC | 14,996 | $713K | 0.2% | -5.7% | 0.065% | |
5/2/2024 | Lincoln National Corp | 98,482 | $4.69M | 0.1% | +12.3% | 0.424% | |
4/30/2024 | Private Advisor Group LLC | 18,169 | $864K | 0.0% | +49.6% | 0.078% | |
4/30/2024 | J.W. Cole Advisors Inc. | 56,785 | $2.70M | 0.1% | +37.5% | 0.244% | |
4/29/2024 | Commonwealth Equity Services LLC | 428,568 | $20.39M | 0.0% | -13.9% | 1.839% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 95,172 | $4.53M | 0.0% | -19.5% | 0.408% | |
4/23/2024 | TrueWealth Advisors LLC | 10,363 | $493K | 0.2% | -5.9% | 0.044% | |
4/19/2024 | Financial Perspectives Inc | 104,050 | $4.95M | 1.9% | +4.1% | 0.447% | |
4/19/2024 | Yoder Wealth Management Inc. | 23,870 | $1.14M | 0.7% | +8.9% | 0.102% | |
4/16/2024 | Advocacy Wealth Management Services LLC | 27,055 | $1.29M | 0.1% | -79.8% | 0.116% | |
4/15/2024 | Brookstone Capital Management | 12,593 | $599K | 0.0% | -2.3% | 0.054% | |
4/15/2024 | Sunbelt Securities Inc. | 14,064 | $669K | 0.1% | -15.9% | 0.060% | |
4/15/2024 | Atlas Capital Advisors LLC | 76,693 | $3.65M | 0.6% | +19.8% | 0.329% | |
4/11/2024 | Walker Financial Services Inc. | 36,423 | $1.73M | 1.4% | -26.1% | 0.136% | |
4/11/2024 | RFG Advisory LLC | 12,570 | $598K | 0.0% | -5.5% | 0.047% | |
4/10/2024 | LexAurum Advisors LLC | 6,558 | $312K | 0.1% | N/A | 0.024% | |
4/10/2024 | Park Avenue Securities LLC | 9,468 | $450K | 0.0% | -3.9% | 0.035% | |
4/10/2024 | American National Bank | 1,685 | $80K | 0.0% | +33.0% | 0.006% | |
4/10/2024 | Compass Financial Group INC SD | 132,041 | $6.28M | 1.5% | +10.4% | 0.492% | |
4/9/2024 | Lynch & Associates IN | 24,377 | $1.16M | 0.3% | +9.0% | 0.091% | |
4/8/2024 | Atlas Brown Inc. | 26,353 | $1.25M | 0.5% | -0.9% | 0.098% | |
4/5/2024 | NBC Securities Inc. | 9,219 | $438K | 0.0% | -5.9% | 0.034% | |
4/2/2024 | Marotta Asset Management | 69,063 | $3.29M | 0.7% | +27.9% | 0.257% | |
3/22/2024 | PNC Financial Services Group Inc. | 948 | $42K | 0.0% | -40.6% | 0.004% | |
3/5/2024 | Fisher Asset Management LLC | 8,338 | $372K | 0.0% | -9.6% | 0.031% | |
2/13/2024 | Morningstar Investment Services LLC | 772,772 | $34.44M | 0.2% | +96.7% | 2.878% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 37,504 | $1.67M | 0.0% | +8.5% | 0.140% | |
2/9/2024 | Advisory Services Network LLC | 100,963 | $4.51M | 0.1% | -14.3% | 0.376% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 118,255 | $5.28M | 0.0% | -5.0% | 0.440% | |
2/9/2024 | WBI Investments LLC | 81,720 | $3.65M | 0.7% | -6.9% | 0.304% | |
2/9/2024 | Annis Gardner Whiting Capital Advisors LLC | 700 | $31K | 0.0% | N/A | 0.003% | |
2/8/2024 | American National Bank | 1,267 | $57K | 0.0% | +308.7% | 0.005% | |
2/8/2024 | Kingsview Wealth Management LLC | 7,843 | $350K | 0.0% | -6.2% | 0.029% | |
2/8/2024 | Meridian Wealth Management LLC | 4,782 | $213K | 0.0% | -49.7% | 0.018% | |
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2/8/2024 | Exchange Capital Management Inc. | 22,217 | $992K | 0.2% | -3.5% | 0.083% | |
2/8/2024 | Pacific Sun Financial Corp | 13,678 | $610K | 0.4% | -1.9% | 0.051% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 14,517 | $648K | 0.0% | +6.0% | 0.054% | |
2/7/2024 | NBC Securities Inc. | 9,799 | $437K | 0.0% | +2.4% | 0.036% | |
2/7/2024 | AGF Management Ltd. | 123,104 | $5.49M | 0.0% | +42.1% | 0.458% | |
2/7/2024 | Principal Securities Inc. | 31,516 | $1.41M | 0.1% | N/A | 0.117% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 2,166,526 | $96.69M | 0.0% | +2.9% | 8.069% | |
2/6/2024 | Lincoln National Corp | 87,658 | $3.91M | 0.1% | +2.7% | 0.326% | |
2/6/2024 | Private Advisor Group LLC | 12,142 | $542K | 0.0% | +13.9% | 0.045% | |
2/6/2024 | Spire Wealth Management | 1,010 | $45K | 0.0% | -22.1% | 0.004% | |
2/6/2024 | SYM FINANCIAL Corp | 1,000 | $45K | 0.0% | -62.3% | 0.004% | |
2/6/2024 | Commonwealth Equity Services LLC | 497,836 | $22.22M | 0.0% | -26.3% | 1.854% | |
2/6/2024 | Fisher Asset Management LLC | 8,338 | $372K | 0.0% | -9.6% | 0.031% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 18,983 | $849K | 0.1% | +44.1% | 0.071% | |
2/5/2024 | Stonebridge Financial Planning Group LLC | 17,391 | $776K | 0.4% | -27.5% | 0.065% | |
2/5/2024 | Kestra Private Wealth Services LLC | 25,836 | $1.15M | 0.0% | -1.9% | 0.096% | |
2/2/2024 | Truist Financial Corp | 28,946 | $1.29M | 0.0% | -18.4% | 0.108% | |
2/2/2024 | Yoder Wealth Management Inc. | 21,926 | $979K | 0.7% | +8.3% | 0.082% | |
2/2/2024 | Atria Wealth Solutions Inc. | 49,771 | $2.22M | 0.0% | -25.8% | 0.185% | |
2/1/2024 | Financial Perspectives Inc | 99,917 | $4.46M | 1.8% | +8.4% | 0.372% | |
2/1/2024 | Sigma Planning Corp | 22,012 | $982K | 0.1% | -49.2% | 0.082% | |
1/31/2024 | J.W. Cole Advisors Inc. | 41,285 | $1.84M | 0.1% | -3.6% | 0.154% | |
1/31/2024 | Beaumont Financial Advisors LLC | 35,612 | $1.59M | 0.1% | +523.6% | 0.133% | |
1/31/2024 | Oliver Lagore Vanvalin Investment Group | 29,347 | $1.31M | 0.5% | -42.3% | 0.109% | |
1/31/2024 | Curran Financial Partners LLC | 15,906 | $704K | 0.3% | -7.6% | 0.059% | |
1/26/2024 | Cerity Partners LLC | 10,160 | $453K | 0.0% | N/A | 0.038% | |
1/26/2024 | Cedrus LLC | 20,514 | $916K | 0.6% | +22.2% | 0.076% | |
1/26/2024 | Soltis Investment Advisors LLC | 8,363 | $373K | 0.0% | -81.5% | 0.031% | |
1/25/2024 | RFG Advisory LLC | 13,307 | $594K | 0.0% | -4.7% | 0.050% | |
1/25/2024 | International Assets Investment Management LLC | 110,890 | $4.95M | 0.0% | N/A | 0.413% | |
1/24/2024 | Arkadios Wealth Advisors | 25,163 | $1.12M | 0.1% | -2.7% | 0.094% | |
1/24/2024 | International Assets Investment Management LLC | 110,890 | $4.95M | 0.0% | N/A | 0.413% | |
1/24/2024 | Private Trust Co. NA | 682 | $30K | 0.0% | +917.9% | 0.003% | |
1/23/2024 | Advocacy Wealth Management Services LLC | 134,028 | $5.98M | 0.6% | -83.2% | 0.499% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 10,688 | $477K | 0.2% | -8.6% | 0.040% | |
1/22/2024 | Southern Capital Advisors LLC | 71,015 | $3.17M | 2.3% | +98.0% | 0.264% | |
1/12/2024 | Mutual Advisors LLC | 5,582 | $249K | 0.0% | -75.1% | 0.021% | |
1/12/2024 | CX Institutional | 68,479 | $3.06M | 0.2% | +356.5% | 0.255% | |
1/11/2024 | Brookstone Capital Management | 12,891 | $575K | 0.0% | -21.3% | 0.048% | |
1/11/2024 | BKM Wealth Management LLC | 2,490 | $111K | 0.0% | N/A | 0.009% | |
1/11/2024 | BKM Wealth Management LLC | 2,490 | $111K | 0.0% | N/A | 0.009% | |
1/9/2024 | Walker Financial Services Inc. | 49,276 | $2.20M | 2.3% | -35.0% | 0.184% | |
1/8/2024 | Compass Financial Group INC SD | 119,643 | $5.34M | 1.4% | +5.1% | 0.446% | |
1/8/2024 | Lynch & Associates IN | 22,371 | $998K | 0.2% | +6.6% | 0.083% | |
12/11/2023 | Sunbelt Securities Inc. | 16,191 | $689K | 0.1% | -4.2% | 0.060% | |
11/15/2023 | GSA Capital Partners LLP | 16,232 | $691K | 0.1% | +17.3% | 0.060% | |
11/15/2023 | Lido Advisors LLC | 1,006,921 | $42.88M | 0.3% | +3.3% | 3.750% | |
11/14/2023 | Morningstar Investment Services LLC | 392,819 | $16.77M | 0.2% | -21.0% | 1.463% | |
11/14/2023 | Tower Research Capital LLC TRC | 6,989 | $298K | 0.0% | +424.3% | 0.026% | |
11/14/2023 | Mutual Advisors LLC | 22,440 | $956K | 0.0% | +33.1% | 0.084% | |
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11/13/2023 | Personal CFO Solutions LLC | 109,203 | $4.65M | 0.9% | -29.5% | 0.407% | |
11/13/2023 | Stifel Financial Corp | 46,629 | $1.99M | 0.0% | +8.2% | 0.174% | |
11/13/2023 | LPL Financial LLC | 215,475 | $9.18M | 0.0% | +0.2% | 0.803% | |
11/13/2023 | Envestnet Asset Management Inc. | 332,794 | $14.17M | 0.0% | -45.7% | 1.239% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 13,690 | $583K | 0.0% | N/A | 0.051% | |
11/13/2023 | Kestra Advisory Services LLC | 147,099 | $6.26M | 0.1% | +16.7% | 0.548% | |
11/13/2023 | PNC Financial Services Group Inc. | 1,597 | $68K | 0.0% | -26.5% | 0.006% | |
11/9/2023 | Oliver Lagore Vanvalin Investment Group | 50,824 | $2.16M | 0.9% | +5.4% | 0.189% | |
11/9/2023 | WBI Investments Inc. | 87,754 | $3.74M | 0.8% | +5.5% | 0.327% | |
11/9/2023 | UBS Group AG | 55,079 | $2.35M | 0.0% | -0.8% | 0.205% | |