5/8/2024 | Avantax Advisory Services Inc. | 10,906 | $420K | 0.0% | +3.3% | 0.096% | |
5/1/2024 | Private Advisor Group LLC | 9,112 | $351K | 0.0% | -9.4% | 0.080% | |
4/30/2024 | Granite Bay Wealth Management LLC | 12,650 | $487K | 0.3% | -98.8% | 0.111% | |
4/29/2024 | Commonwealth Equity Services LLC | 120,346 | $4.64M | 0.0% | +23.3% | 1.060% | |
4/26/2024 | JNBA Financial Advisors | 28,040 | $1.08M | 0.1% | -5.5% | 0.247% | |
4/24/2024 | Midwest Heritage Bank FSB | 33,845 | $1.30M | 0.7% | -8.9% | 0.300% | |
|
4/22/2024 | American Institute for Advanced Investment Management LLP | 36,469 | $1.41M | 1.1% | +15.2% | 0.323% | |
4/16/2024 | Pinnacle Bancorp Inc. | 1,362 | $52K | 0.0% | N/A | 0.012% | |
4/8/2024 | Evensky & Katz LLC | 44,905 | $1.73M | 0.1% | -0.7% | 0.420% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 174,560 | $6.38M | 0.2% | +80.2% | 1.631% | |
2/14/2024 | Enzi Wealth | 5,979 | $213K | 0.1% | -34.1% | 0.056% | |
2/13/2024 | The Manufacturers Life Insurance Company | 5,066,314 | $185.27M | 0.1% | -7.2% | 47.349% | |
2/9/2024 | Wells Fargo & Company MN | 401,797 | $14.69M | 0.0% | -19.9% | 3.755% | |
2/9/2024 | UBS Group AG | 431,966 | $15.80M | 0.0% | +9.7% | 4.037% | |
2/8/2024 | SigFig Wealth Management LLC | 5,823 | $213K | 0.0% | N/A | 0.054% | |
2/8/2024 | JNBA Financial Advisors | 29,665 | $1.09M | 0.1% | -3.5% | 0.277% | |
2/7/2024 | Avantax Advisory Services Inc. | 10,562 | $386K | 0.0% | +14.7% | 0.099% | |
2/7/2024 | Private Portfolio Partners LLC | 12,287 | $449K | 0.1% | -7.3% | 0.115% | |
1/29/2024 | Granite Bay Wealth Management LLC | 1,057,805 | $38.68M | 0.3% | +17.7% | 9.886% | |
1/25/2024 | International Assets Investment Management LLC | 40,466 | $1.48M | 0.0% | N/A | 0.378% | |
1/24/2024 | Stratos Wealth Partners LTD. | 9,416 | $344K | 0.0% | +19.1% | 0.088% | |
1/24/2024 | International Assets Investment Management LLC | 2,222,027 | $81.26M | 0.0% | N/A | 20.767% | |
1/23/2024 | Midwest Heritage Bank FSB | 37,168 | $1.36M | 0.9% | -5.7% | 0.347% | |
1/23/2024 | American Institute for Advanced Investment Management LLP | 31,646 | $1.16M | 1.0% | +9.1% | 0.296% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 16,902 | $618K | 0.0% | -30.1% | 0.158% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 7,696 | $272K | 0.0% | -32.3% | 0.072% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 96,876 | $3.12M | 0.1% | -51.0% | 0.905% | |
11/15/2023 | The Manufacturers Life Insurance Company | 5,462,063 | $175.72M | 0.1% | -5.6% | 51.047% | |
11/14/2023 | Synovus Financial Corp | 420,988 | $13.55M | 0.2% | -3.6% | 3.934% | |
11/13/2023 | Stifel Financial Corp | 55,760 | $1.79M | 0.0% | -1.1% | 0.521% | |
11/13/2023 | LPL Financial LLC | 243,754 | $7.84M | 0.0% | +23.1% | 2.278% | |
11/13/2023 | WCG Wealth Advisors LLC | 10,011 | $322K | 0.0% | N/A | 0.094% | |
11/9/2023 | UBS Group AG | 393,931 | $12.67M | 0.0% | +2.3% | 3.682% | |
11/8/2023 | HighTower Advisors LLC | 96,707 | $3.11M | 0.0% | -1.3% | 0.904% | |
11/7/2023 | Atlas Wealth LLC | 105,244 | $3.39M | 0.6% | -1.0% | 0.984% | |
11/2/2023 | JNBA Financial Advisors | 30,749 | $989K | 0.1% | -4.2% | 0.287% | |
10/31/2023 | American Institute for Advanced Investment Management LLP | 28,994 | $933K | 0.9% | +7.4% | 0.271% | |
10/27/2023 | Capital Advisors Ltd. LLC | 897 | $29K | 0.0% | -45.8% | 0.008% | |
10/27/2023 | Midwest Heritage Bank FSB | 39,418 | $1.27M | 1.0% | -11.3% | 0.368% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 24,176 | $778K | 0.0% | +3.9% | 0.226% | |
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10/24/2023 | Raymond James & Associates | 12,479 | $401K | 0.0% | -6.3% | 0.117% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 7,786 | $250K | 0.0% | -6.9% | 0.073% | |
10/23/2023 | Commonwealth Equity Services LLC | 25,389 | $817K | 0.0% | +4.4% | 0.237% | |
10/16/2023 | Enzi Wealth | 9,077 | $284K | 0.2% | -36.5% | 0.085% | |
10/12/2023 | Granite Bay Wealth Management LLC | 898,726 | $30.18M | 0.3% | +6,539.0% | 8.399% | |
8/11/2023 | The Manufacturers Life Insurance Company | 5,784,433 | $193.55M | 0.1% | +1.1% | 54.060% | |
8/10/2023 | Osaic Holdings Inc. | 131,700 | $4.41M | 0.0% | +10.8% | 1.231% | |
8/10/2023 | Private Advisor Group LLC | 9,614 | $322K | 0.0% | -11.2% | 0.090% | |
8/10/2023 | Cetera Investment Advisers | 55,055 | $1.84M | 0.0% | -10.7% | 0.515% | |
8/8/2023 | Synovus Financial Corp | 436,858 | $14.62M | 0.2% | -4.1% | 4.083% | |
8/3/2023 | JNBA Financial Advisors | 32,105 | $1.07M | 0.1% | -1.8% | 0.300% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 11,557 | $387K | 0.0% | -83.9% | 0.108% | |
8/2/2023 | Newman Dignan & Sheerar Inc. | 41,011 | $1.37M | 0.4% | -2.4% | 0.383% | |
7/31/2023 | LPL Financial LLC | 197,960 | $6.62M | 0.0% | +4.9% | 1.850% | |
7/27/2023 | Empire Financial Management Company LLC | 107,575 | $3.60M | 1.4% | -7.2% | 1.005% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 197,882 | $6.62M | 0.1% | -14.7% | 1.849% | |
7/26/2023 | American Institute for Advanced Investment Management LLP | 26,992 | $903K | 0.8% | +9.0% | 0.251% | |
7/26/2023 | Midwest Heritage Bank FSB | 44,416 | $1.49M | 1.1% | -4.4% | 0.413% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 23,267 | $779K | 0.0% | -8.4% | 0.216% | |
7/21/2023 | Creative Planning | 56,079 | $1.88M | 0.0% | -2.3% | 0.522% | |
7/19/2023 | Granite Bay Wealth Management LLC | 13,537 | $453K | 0.4% | -70.8% | 0.126% | |
7/18/2023 | Stratos Wealth Partners LTD. | 7,601 | $254K | 0.0% | N/A | 0.071% | |
7/14/2023 | Enzi Wealth | 14,305 | $493K | 0.3% | -38.0% | 0.133% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 8,363 | $280K | 0.0% | -16.5% | 0.078% | |
7/11/2023 | Flagship Harbor Advisors LLC | 26,512 | $887K | 0.1% | N/A | 0.247% | |
5/12/2023 | HighTower Advisors LLC | 101,279 | $3.23M | 0.0% | -5.9% | 0.947% | |
5/11/2023 | Synovus Financial Corp | 455,673 | $14.53M | 0.2% | -0.7% | 4.259% | |
5/10/2023 | Private Advisor Group LLC | 10,821 | $345K | 0.0% | N/A | 0.101% | |
5/10/2023 | LPL Financial LLC | 188,701 | $6.02M | 0.0% | -3.1% | 1.764% | |
5/9/2023 | Atlas Wealth LLC | 111,524 | $3.56M | 0.7% | -1.9% | 1.042% | |
5/2/2023 | JNBA Financial Advisors | 32,694 | $1.04M | 0.1% | -2.3% | 0.306% | |
4/28/2023 | Avantax Advisory Services Inc. | 10,041 | $320K | 0.0% | -58.4% | 0.094% | |
4/28/2023 | Newman Dignan & Sheerar Inc. | 42,035 | $1.34M | 0.4% | -0.9% | 0.393% | |
4/28/2023 | American Institute for Advanced Investment Management LLP | 24,765 | $790K | 0.8% | -8.5% | 0.231% | |
4/20/2023 | Empire Financial Management Company LLC | 115,897 | $3.70M | 1.5% | N/A | 1.083% | |
4/20/2023 | Granite Bay Wealth Management LLC | 46,437 | $1.48M | 1.0% | +12.7% | 0.434% | |
4/20/2023 | Evensky & Katz LLC | 45,017 | $1.44M | 0.1% | +0.8% | 0.421% | |
4/20/2023 | Midwest Heritage Bank FSB | 46,468 | $1.48M | 1.2% | -25.5% | 0.434% | |
4/18/2023 | Enzi Wealth | 23,055 | $738K | 0.4% | -49.6% | 0.215% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 25,410 | $810K | 0.0% | -2.3% | 0.237% | |
4/14/2023 | Raymond James & Associates | 13,566 | $433K | 0.0% | N/A | 0.127% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 319,716 | $9.78M | 0.2% | +19.4% | 3.002% | |
2/28/2023 | American Institute for Advanced Investment Management LLP | 27,059 | $828K | 0.8% | +2.8% | 0.254% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 169,917 | $5.20M | 0.0% | -12.0% | 1.595% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 319,716 | $9.78M | 0.2% | +19.4% | 3.002% | |
2/14/2023 | Atlas Wealth LLC | 113,676 | $3.48M | 0.9% | N/A | 1.067% | |
2/13/2023 | The Manufacturers Life Insurance Company | 5,905,222 | $180.64M | 0.1% | -5.1% | 55.448% | |
2/10/2023 | Creative Planning | 59,120 | $1.81M | 0.0% | N/A | 0.555% | |
2/10/2023 | Advisor Group Holdings Inc. | 113,914 | $3.48M | 0.0% | +12.2% | 1.070% | |
2/9/2023 | HighTower Advisors LLC | 107,642 | $3.29M | 0.0% | -7.9% | 1.011% | |
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2/9/2023 | Mercer Global Advisors Inc. ADV | 16,458 | $503K | 0.0% | -7.8% | 0.155% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 26,013 | $796K | 0.0% | -8.5% | 0.244% | |
2/8/2023 | UBS Group AG | 377,784 | $11.56M | 0.0% | -9.4% | 3.547% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 10,045 | $307K | 0.0% | -22.0% | 0.094% | |
2/7/2023 | Commonwealth Equity Services LLC | 9,429 | $288K | 0.0% | -20.1% | 0.089% | |
2/7/2023 | LPL Financial LLC | 194,650 | $5.95M | 0.0% | +11.3% | 1.828% | |
2/7/2023 | Envestnet Asset Management Inc. | 27,462 | $840K | 0.0% | -24.2% | 0.258% | |
2/7/2023 | JNBA Financial Advisors | 33,458 | $1.02M | 0.1% | -3.1% | 0.314% | |
2/6/2023 | Synovus Financial Corp | 458,659 | $14.03M | 0.2% | -1.5% | 4.307% | |
2/2/2023 | Magnus Financial Group LLC | 14,121 | $432K | 0.1% | N/A | 0.133% | |