5/6/2024 | Envestnet Portfolio Solutions Inc. | 10,470 | $384K | 0.0% | +5.6% | 0.299% | |
4/30/2024 | J.W. Cole Advisors Inc. | 14,911 | $547K | 0.0% | +2.4% | 0.426% | |
4/23/2024 | Strategic Blueprint LLC | 25,549 | $937K | 0.1% | -2.9% | 0.741% | |
4/17/2024 | Vicus Capital | 11,005 | $404K | 0.0% | +6.9% | 0.319% | |
4/16/2024 | OneAscent Financial Services LLC | 156,696 | $5.75M | 0.6% | +269.4% | 4.542% | |
4/16/2024 | OneAscent Wealth Management LLC | 51,340 | $1.88M | 0.7% | +744.7% | 1.488% | |
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4/11/2024 | O Connor Financial Group LLC | 150,520 | $5.52M | 3.3% | +1.4% | 6.272% | |
2/12/2024 | WorthPointe LLC | 19,114 | $676K | 0.3% | +64.2% | 0.796% | |
2/9/2024 | Advisory Services Network LLC | 9,476 | $335K | 0.0% | N/A | 0.395% | |
2/9/2024 | EverSource Wealth Advisors LLC | 45,810 | $1.62M | 0.1% | +16.8% | 1.909% | |
2/8/2024 | First Heartland Consultants Inc. | 11,222 | $397K | 0.0% | -11.2% | 0.468% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 9,914 | $351K | 0.0% | +32.8% | 0.413% | |
2/6/2024 | Bare Financial Services Inc | 9,731 | $344K | 0.7% | N/A | 0.405% | |
2/5/2024 | Silver Oak Securities Incorporated | 6,087 | $215K | 0.0% | +232.1% | 0.254% | |
2/1/2024 | Vicus Capital | 10,293 | $364K | 0.0% | +3.0% | 0.429% | |
1/31/2024 | J.W. Cole Advisors Inc. | 14,564 | $515K | 0.0% | +3.0% | 0.607% | |
1/25/2024 | International Assets Investment Management LLC | 42,781 | $1.51M | 0.0% | N/A | 1.783% | |
1/24/2024 | International Assets Investment Management LLC | 42,781 | $1.51M | 0.0% | N/A | 1.783% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 8,447 | $298K | 0.1% | +107.7% | 0.352% | |
1/18/2024 | Symphony Financial Ltd. Co. | 6,062 | $205K | 0.0% | N/A | 0.253% | |
1/17/2024 | Sound Stewardship LLC | 20,393 | $722K | 0.5% | +146.3% | 0.850% | |
1/12/2024 | Whitaker Myers Wealth Managers LTD. | 8,942 | $316K | 0.2% | -3.7% | 0.373% | |
1/11/2024 | OneAscent Wealth Management LLC | 6,078 | $215K | 0.1% | -93.1% | 0.253% | |
1/11/2024 | OneAscent Financial Services LLC | 42,417 | $1.50M | 0.2% | -9.4% | 1.767% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 76,685 | $2.71M | 0.3% | +2.4% | 3.195% | |
11/20/2023 | Silver Oak Securities Incorporated | 1,833 | $57K | 0.0% | -89.1% | 0.076% | |
11/13/2023 | Frontier Asset Management LLC | 44,843 | $1.39M | 0.6% | -29.4% | 1.868% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 7,463 | $231K | 0.0% | N/A | 0.311% | |
11/13/2023 | Kestra Advisory Services LLC | 21,106 | $654K | 0.0% | +57.9% | 0.879% | |
11/9/2023 | Oliver Lagore Vanvalin Investment Group | 2,891 | $90K | 0.0% | +140.5% | 0.120% | |
11/9/2023 | First Heartland Consultants Inc. | 12,638 | $392K | 0.0% | -49.8% | 0.527% | |
11/8/2023 | Sowell Financial Services LLC | 19,000 | $589K | 0.0% | N/A | 0.792% | |
11/7/2023 | Atria Investments Inc | 157,882 | $4.89M | 0.1% | N/A | 6.578% | |
11/4/2023 | EverSource Wealth Advisors LLC | 39,208 | $1.22M | 0.1% | +64.9% | 1.634% | |
10/26/2023 | Sound Stewardship LLC | 8,280 | $257K | 0.2% | N/A | 0.345% | |
10/24/2023 | J.W. Cole Advisors Inc. | 14,143 | $438K | 0.0% | +5.3% | 0.589% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 8,947 | $277K | 0.0% | +10.2% | 0.373% | |
10/23/2023 | Vicus Capital | 9,998 | $310K | 0.0% | +15.1% | 0.417% | |
10/23/2023 | Commonwealth Equity Services LLC | 11,657 | $361K | 0.0% | +3.7% | 0.486% | |
10/20/2023 | O Connor Financial Group LLC | 148,293 | $4.59M | 3.1% | +2.0% | 6.179% | |
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10/13/2023 | OneAscent Financial Services LLC | 46,796 | $1.45M | 0.4% | N/A | 1.950% | |
10/13/2023 | OneAscent Wealth Management LLC | 87,454 | $2.71M | 1.2% | N/A | 3.644% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 4,067 | $126K | 0.0% | N/A | 0.169% | |
8/17/2023 | Vicus Capital | 8,689 | $277K | 0.0% | N/A | 0.362% | |
8/11/2023 | WorthPointe LLC | 6,848 | $218K | 0.1% | N/A | 0.285% | |
8/10/2023 | Frontier Asset Management LLC | 63,482 | $2.02M | 0.9% | -26.0% | 2.645% | |
8/10/2023 | Cetera Advisor Networks LLC | 24,763 | $790K | 0.0% | +3.2% | 1.032% | |
8/10/2023 | Cetera Investment Advisers | 6,391 | $204K | 0.0% | N/A | 0.266% | |
8/4/2023 | EverSource Wealth Advisors LLC | 23,784 | $758K | 0.1% | +39.5% | 0.991% | |
8/2/2023 | Values First Advisors Inc. | 5,010 | $160K | 0.1% | N/A | 0.209% | |
8/2/2023 | Nemes Rush Group LLC | 1,240 | $40K | 0.0% | N/A | 0.052% | |
8/2/2023 | Silver Oak Securities Incorporated | 16,751 | $534K | 0.1% | +81.0% | 0.698% | |
8/2/2023 | Sigma Planning Corp | 24,518 | $782K | 0.0% | -1.9% | 1.022% | |
7/31/2023 | LPL Financial LLC | 27,948 | $891K | 0.0% | +62.2% | 1.165% | |
7/26/2023 | First Heartland Consultants Inc. | 25,198 | $803K | 0.1% | -3.7% | 1.072% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 65,509 | $2.09M | 0.2% | +5,432.9% | 2.788% | |
7/14/2023 | O Connor Financial Group LLC | 145,383 | $4.64M | 3.2% | +14.7% | 6.187% | |
7/13/2023 | Whitaker Myers Wealth Managers LTD. | 9,068 | $289K | 0.2% | +8.0% | 0.386% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 8,116 | $259K | 0.0% | +6.2% | 0.345% | |
5/11/2023 | EverSource Wealth Advisors LLC | 17,046 | $533K | 0.1% | +50.2% | 0.758% | |
5/8/2023 | Sigma Planning Corp | 24,987 | $781K | 0.0% | +2.6% | 1.111% | |
5/5/2023 | Silver Oak Securities Incorporated | 9,255 | $299K | 0.0% | N/A | 0.411% | |
5/3/2023 | J.W. Cole Advisors Inc. | 13,496 | $422K | 0.0% | +4.0% | 0.600% | |
5/2/2023 | HHM Wealth Advisors LLC | 3,878 | $121K | 0.0% | +53.9% | 0.172% | |
4/28/2023 | Strategic Blueprint LLC | 37,400 | $1.17M | 0.1% | +7.6% | 1.662% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 1,184 | $37K | 0.0% | +57.0% | 0.053% | |
4/17/2023 | OneAscent Financial Services LLC | 13,143 | $411K | 0.2% | N/A | 0.571% | |
4/17/2023 | First Heartland Consultants Inc. | 26,174 | $818K | 0.1% | +10.7% | 1.138% | |
4/14/2023 | O Connor Financial Group LLC | 126,780 | $3.96M | 3.0% | N/A | 5.512% | |
2/15/2023 | Frontier Asset Management LLC | 85,938 | $2.62M | 1.2% | -6.0% | 3.819% | |
2/15/2023 | Ambassador Advisors LLC | 287,976 | $8.76M | 1.9% | +8.3% | 12.799% | |
2/9/2023 | Sowell Financial Services LLC | 40,000 | $1.22M | 0.1% | N/A | 1.778% | |
2/9/2023 | EverSource Wealth Advisors LLC | 11,352 | $345K | 0.1% | +13.2% | 0.505% | |
2/7/2023 | Commonwealth Equity Services LLC | 11,280 | $343K | 0.0% | +16.3% | 0.501% | |
2/7/2023 | Envestnet Asset Management Inc. | 19,274 | $586K | 0.0% | +12.2% | 0.857% | |
1/26/2023 | Strategic Blueprint LLC | 34,757 | $1.06M | 0.1% | -2.8% | 1.545% | |
1/24/2023 | Sigma Planning Corp | 24,343 | $741K | 0.0% | +16.0% | 1.082% | |
1/13/2023 | First Heartland Consultants Inc. | 23,648 | $720K | 0.1% | +31.9% | 1.028% | |
11/18/2022 | Ambassador Advisors LLC | 265,949 | $7.37M | 1.7% | N/A | 13.297% | |
11/10/2022 | Sigma Planning Corp | 20,980 | $581K | 0.0% | +3.0% | 1.049% | |
11/8/2022 | Strategic Blueprint LLC | 35,753 | $990K | 0.1% | -21.3% | 1.788% | |
11/7/2022 | EverSource Wealth Advisors LLC | 10,030 | $278K | 0.1% | +45.8% | 0.502% | |
11/4/2022 | HHM Wealth Advisors LLC | 2,520 | $70K | 0.0% | +222.3% | 0.126% | |
11/1/2022 | Kestra Advisory Services LLC | 13,099 | $363K | 0.0% | +48.4% | 0.655% | |
10/20/2022 | First Heartland Consultants Inc. | 17,926 | $496K | 0.0% | -22.0% | 0.896% | |
10/18/2022 | Allworth Financial LP | 1,530 | $42K | 0.0% | +53.5% | 0.077% | |
8/13/2022 | Frontier Asset Management LLC | 106,784 | $3.08M | 2.6% | -53.3% | 6.102% | |
8/12/2022 | Strategic Blueprint LLC | 45,407 | $1.31M | 0.2% | +12.4% | 2.595% | |
8/11/2022 | Cetera Advisor Networks LLC | 8,607 | $249K | 0.0% | N/A | 0.492% | |
8/11/2022 | Sigma Planning Corp | 20,367 | $588K | 0.0% | -15.6% | 1.164% | |
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8/10/2022 | Cerity Partners LLC | 20,000 | $578K | 0.0% | N/A | 1.143% | |
8/1/2022 | EverSource Wealth Advisors LLC | 6,877 | $199K | 0.1% | +31.0% | 0.393% | |
7/27/2022 | J.W. Cole Advisors Inc. | 12,138 | $350K | 0.0% | +10.7% | 0.694% | |
7/19/2022 | Commonwealth Equity Services LLC | 8,625 | $249K | 0.0% | -4.0% | 0.507% | |
7/13/2022 | Allworth Financial LP | 997 | $29K | 0.0% | N/A | 0.059% | |
7/12/2022 | First Heartland Consultants Inc. | 22,970 | $663K | 0.1% | +28.2% | 1.351% | |
6/10/2022 | J.W. Cole Advisors Inc. | 10,967 | $362K | 0.0% | +9.6% | 0.627% | |
5/25/2022 | EverSource Wealth Advisors LLC | 5,250 | $173K | 0.0% | +65.1% | 0.300% | |
5/16/2022 | Frontier Asset Management LLC | 228,604 | $7.54M | 5.3% | +119.0% | 13.063% | |
5/4/2022 | Commonwealth Equity Services LLC | 8,985 | $296K | 0.0% | N/A | 0.513% | |