5/21/2024 | Atria Investments Inc | 366,258 | $13.25M | 0.2% | -42.8% | 5.592% | |
5/14/2024 | CreativeOne Wealth LLC | 290,521 | $10.51M | 0.4% | +0.9% | 4.435% | |
5/8/2024 | Avantax Advisory Services Inc. | 5,584 | $202K | 0.0% | N/A | 0.085% | |
5/8/2024 | Inspire Advisors LLC | 12,733 | $461K | 0.1% | +17.3% | 0.194% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 35,803 | $1.30M | 0.0% | +5.1% | 0.547% | |
5/4/2024 | Geneos Wealth Management Inc. | 20,676 | $748K | 0.0% | +13.7% | 0.316% | |
|
5/1/2024 | StoneX Group Inc. | 40,115 | $1.45M | 0.2% | +2.4% | 0.612% | |
4/30/2024 | Consolidated Portfolio Review Corp | 25,058 | $906K | 0.2% | +8.4% | 0.383% | |
4/30/2024 | J.W. Cole Advisors Inc. | 84,577 | $3.06M | 0.2% | +0.6% | 1.291% | |
4/30/2024 | Commonwealth Equity Services LLC | 23,723 | $858K | 0.0% | -2.5% | 0.362% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 85,848 | $3.11M | 0.0% | -7.3% | 1.311% | |
4/24/2024 | Win Advisors Inc. | 31,301 | $1.13M | 0.5% | +2.5% | 0.478% | |
4/23/2024 | TrueWealth Advisors LLC | 10,030 | $363K | 0.1% | +4.3% | 0.153% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 48,772 | $1.76M | 0.0% | +4.8% | 0.745% | |
4/22/2024 | PFG Investments LLC | 25,058 | $906K | 0.1% | N/A | 0.383% | |
4/19/2024 | BluePath Capital Management LLC | 5,980 | $216K | 0.2% | N/A | 0.091% | |
4/16/2024 | OneAscent Financial Services LLC | 238,042 | $8.61M | 1.0% | -34.0% | 3.634% | |
4/16/2024 | OneAscent Wealth Management LLC | 149,776 | $5.42M | 2.1% | -38.8% | 2.287% | |
4/15/2024 | Brookstone Capital Management | 5,854 | $212K | 0.0% | N/A | 0.089% | |
4/12/2024 | Whitaker Myers Wealth Managers LTD. | 5,701 | $206K | 0.1% | -21.0% | 0.097% | |
4/11/2024 | O Connor Financial Group LLC | 113,517 | $4.11M | 2.4% | +1.4% | 1.924% | |
3/5/2024 | Slagle Financial LLC | 14,900 | $493K | 0.1% | +100.0% | 0.253% | |
2/12/2024 | StoneX Group Inc. | 39,189 | $1.30M | 0.2% | +3.1% | 0.664% | |
2/12/2024 | WorthPointe LLC | 16,156 | $535K | 0.3% | +136.8% | 0.274% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 92,611 | $3.07M | 0.0% | -6.8% | 1.570% | |
2/9/2024 | EverSource Wealth Advisors LLC | 77,801 | $2.58M | 0.2% | +26.6% | 1.319% | |
2/9/2024 | CreativeOne Wealth LLC | 288,022 | $9.54M | 0.6% | +1.8% | 4.882% | |
2/8/2024 | Financial Advocates Investment Management | 50,718 | $1.68M | 0.1% | +5.0% | 0.860% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 34,071 | $1.13M | 0.0% | +26.6% | 0.577% | |
2/7/2024 | Strategic Equity Management | 83,574 | $2.77M | 3.1% | +20.6% | 1.417% | |
2/7/2024 | Principal Securities Inc. | 749 | $25K | 0.0% | N/A | 0.013% | |
2/6/2024 | Bare Financial Services Inc | 4,472 | $148K | 0.3% | N/A | 0.076% | |
2/5/2024 | Win Advisors Inc. | 30,552 | $1.01M | 0.5% | +11.6% | 0.518% | |
2/1/2024 | CWM LLC | 93,598 | $3.10M | 0.0% | +11.8% | 1.586% | |
1/31/2024 | J.W. Cole Advisors Inc. | 84,109 | $2.79M | 0.2% | +0.8% | 1.426% | |
1/31/2024 | AIFG Consultants Ltd. | 8,940 | $296K | 0.2% | +5.0% | 0.152% | |
1/29/2024 | Moneywise Inc. | 21,054 | $697K | 0.4% | N/A | 0.357% | |
1/29/2024 | Consolidated Portfolio Review Corp | 23,119 | $766K | 0.2% | +72.1% | 0.392% | |
1/26/2024 | Geneos Wealth Management Inc. | 18,187 | $602K | 0.0% | -29.6% | 0.308% | |
1/25/2024 | Strategic Blueprint LLC | 67,434 | $2.23M | 0.2% | -3.4% | 1.143% | |
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1/23/2024 | LVZ Inc. | 64,012 | $2.12M | 0.3% | +1.5% | 1.085% | |
1/18/2024 | Symphony Financial Ltd. Co. | 6,818 | $223K | 0.0% | N/A | 0.116% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 46,530 | $1.54M | 0.0% | +4.6% | 0.789% | |
1/11/2024 | OneAscent Wealth Management LLC | 244,669 | $8.10M | 3.2% | -0.7% | 4.147% | |
1/11/2024 | OneAscent Financial Services LLC | 360,447 | $11.94M | 1.5% | +26.6% | 6.109% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 217,395 | $7.20M | 0.7% | -6.6% | 3.685% | |
11/20/2023 | Silver Oak Securities Incorporated | 1,620 | $50K | 0.0% | N/A | 0.027% | |
11/13/2023 | LPL Financial LLC | 305,952 | $9.37M | 0.0% | +18.7% | 5.186% | |
11/13/2023 | Frontier Asset Management LLC | 229,604 | $7.03M | 3.2% | +0.2% | 3.892% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 26,907 | $824K | 0.0% | N/A | 0.456% | |
11/13/2023 | Kestra Advisory Services LLC | 64,552 | $1.98M | 0.0% | +87.9% | 1.094% | |
11/9/2023 | Oliver Lagore Vanvalin Investment Group | 4,127 | $126K | 0.0% | +139.2% | 0.070% | |
11/8/2023 | AIFG Consultants Ltd. | 8,515 | $261K | 0.2% | -21.9% | 0.144% | |
11/7/2023 | Strategic Equity Management | 69,312 | $2.12M | 0.8% | +22.4% | 1.175% | |
11/7/2023 | TrueWealth Advisors LLC | 9,720 | $298K | 0.1% | -15.8% | 0.165% | |
11/7/2023 | Atria Investments Inc | 597,115 | $18.28M | 0.3% | +692.7% | 10.121% | |
11/6/2023 | Sigma Planning Corp | 13,468 | $412K | 0.0% | -30.6% | 0.228% | |
11/4/2023 | EverSource Wealth Advisors LLC | 61,469 | $1.88M | 0.2% | +198.9% | 1.042% | |
11/4/2023 | HHM Wealth Advisors LLC | 9,612 | $294K | 0.1% | +8.8% | 0.163% | |
10/30/2023 | Win Advisors Inc. | 27,375 | $838K | 0.4% | +185.9% | 0.464% | |
10/27/2023 | Financial Advocates Investment Management | 48,288 | $1.48M | 0.1% | +0.9% | 0.818% | |
10/26/2023 | Inspire Advisors LLC | 10,156 | $311K | 0.1% | -9.9% | 0.172% | |
10/25/2023 | BluePath Capital Management LLC | 5,980 | $183K | 0.2% | N/A | 0.101% | |
10/24/2023 | J.W. Cole Advisors Inc. | 83,433 | $2.55M | 0.2% | +4.9% | 1.414% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 44,464 | $1.36M | 0.0% | +13.5% | 0.754% | |
10/24/2023 | Raymond James & Associates | 6,676 | $204K | 0.0% | N/A | 0.113% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 99,359 | $3.04M | 0.0% | +9.2% | 1.684% | |
10/23/2023 | Commonwealth Equity Services LLC | 19,049 | $583K | 0.0% | +19.6% | 0.323% | |
10/20/2023 | O Connor Financial Group LLC | 112,002 | $3.43M | 2.3% | +2.4% | 1.898% | |
10/18/2023 | Strategic Blueprint LLC | 69,839 | $2.14M | 0.2% | +4.6% | 1.184% | |
10/17/2023 | CreativeOne Wealth LLC | 283,040 | $8.66M | 0.6% | +3.3% | 4.797% | |
10/13/2023 | OneAscent Financial Services LLC | 284,618 | $8.71M | 2.3% | N/A | 4.824% | |
10/13/2023 | OneAscent Wealth Management LLC | 246,281 | $7.54M | 3.3% | N/A | 4.174% | |
10/11/2023 | Geneos Wealth Management Inc. | 25,822 | $790K | 0.0% | +6.5% | 0.438% | |
10/11/2023 | AE Wealth Management LLC | 25,663 | $786K | 0.0% | +12.4% | 0.435% | |
10/11/2023 | CWM LLC | 83,727 | $2.56M | 0.0% | +20.1% | 1.419% | |
10/10/2023 | Bank of New Hampshire | 1,160 | $36K | 0.0% | +93.3% | 0.020% | |
8/30/2023 | AIFG Consultants Ltd. | 10,900 | $343K | 0.3% | N/A | 0.185% | |
8/16/2023 | CreativeOne Wealth LLC | 274,072 | $8.63M | 0.4% | -8.8% | 4.645% | |
8/14/2023 | Slagle Financial LLC | 7,450 | $235K | 0.1% | N/A | 0.126% | |
8/11/2023 | Kestra Advisory Services LLC | 34,347 | $1.08M | 0.0% | -35.8% | 0.582% | |
8/10/2023 | Frontier Asset Management LLC | 229,223 | $7.22M | 3.3% | +10.8% | 3.885% | |
8/10/2023 | Cetera Advisor Networks LLC | 67,526 | $2.13M | 0.0% | +1.1% | 1.145% | |
8/10/2023 | Cetera Investment Advisers | 9,031 | $284K | 0.0% | +10.2% | 0.153% | |
8/8/2023 | Geneos Wealth Management Inc. | 24,235 | $763K | 0.0% | +1,005.6% | 0.411% | |
8/4/2023 | Envestnet Asset Management Inc. | 51,152 | $1.61M | 0.0% | +4.4% | 0.867% | |
8/4/2023 | Atria Investments Inc | 75,329 | $2.37M | 0.0% | -31.6% | 1.277% | |
8/4/2023 | EverSource Wealth Advisors LLC | 20,568 | $648K | 0.1% | +316.4% | 0.349% | |
8/3/2023 | CWM LLC | 69,712 | $2.20M | 0.0% | +4.7% | 1.182% | |
8/2/2023 | Nemes Rush Group LLC | 3,725 | $117K | 0.0% | N/A | 0.063% | |
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8/2/2023 | Sigma Planning Corp | 19,412 | $611K | 0.0% | -24.1% | 0.329% | |
7/31/2023 | LPL Financial LLC | 257,761 | $8.12M | 0.0% | +79.1% | 4.369% | |
7/31/2023 | TrueWealth Advisors LLC | 11,544 | $364K | 0.1% | +2.9% | 0.192% | |
7/31/2023 | Inspire Advisors LLC | 11,273 | $355K | 0.1% | N/A | 0.188% | |
7/27/2023 | J.W. Cole Advisors Inc. | 79,506 | $2.50M | 0.2% | +2.4% | 1.325% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 214,240 | $6.75M | 0.8% | -38.6% | 3.571% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 39,167 | $1.23M | 0.0% | +6.7% | 0.653% | |
7/21/2023 | Sigma Investment Counselors Inc. | 15,404 | $485K | 0.0% | +4.2% | 0.257% | |
7/18/2023 | Strategic Equity Management | 56,649 | $1.78M | 0.6% | +7.8% | 0.944% | |
7/18/2023 | Fiduciary Alliance LLC | 1,033 | $33K | 0.0% | N/A | 0.017% | |