7/26/2024 | Harbour Investments Inc. | 113,717 | $5.32M | 0.2% | -6.4% | 0.645% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 88,303 | $4.13M | 0.0% | -8.0% | 0.501% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 5,800 | $271K | 0.0% | N/A | 0.033% | |
7/25/2024 | Clear Creek Financial Management LLC | 5,105 | $239K | 0.0% | -7.1% | 0.029% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 114,767 | $5.37M | 0.9% | -0.2% | 0.651% | |
7/22/2024 | Focus Financial Network Inc. | 27,649 | $1.31M | 0.1% | +82.2% | 0.157% | |
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7/20/2024 | Raymond James Financial Services Advisors Inc. | 795,714 | $37.23M | 0.1% | +2.1% | 4.513% | |
7/19/2024 | Marshall Financial Group LLC | 30,227 | $1.41M | 0.4% | -7.8% | 0.171% | |
7/19/2024 | Raymond James & Associates | 105,547 | $4.94M | 0.0% | -6.0% | 0.599% | |
7/19/2024 | MBL Wealth LLC | 24,905 | $1.17M | 0.1% | N/A | 0.141% | |
7/18/2024 | Brookstone Capital Management | 5,663 | $268K | 0.0% | N/A | 0.032% | |
7/18/2024 | Triad Wealth Partners LLC | 1,597 | $75K | 0.0% | N/A | 0.009% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 5,921 | $277K | 0.0% | -11.9% | 0.034% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 6,869 | $321K | 0.0% | +3.7% | 0.039% | |
7/16/2024 | Foguth Wealth Management LLC. | 5,778 | $270K | 0.1% | N/A | 0.033% | |
7/12/2024 | Maltin Wealth Management Inc. | 30,493 | $1.43M | 0.8% | +3.8% | 0.173% | |
7/10/2024 | CWM LLC | 157,071 | $7.35M | 0.0% | -1.3% | 0.891% | |
7/9/2024 | Sage Capital Advisors llc | 4,438 | $208K | 0.1% | -6.8% | 0.025% | |
5/24/2024 | Cetera Advisors LLC | 203,808 | $9.23M | 0.1% | +375.0% | 1.156% | |
5/24/2024 | Cetera Investment Advisers | 425,034 | $19.24M | 0.0% | +168.8% | 2.411% | |
5/21/2024 | Atria Investments Inc | 53,516 | $2.42M | 0.0% | +19.6% | 0.304% | |
5/20/2024 | Independent Wealth Network Inc. | 5,500 | $249K | 0.1% | N/A | 0.031% | |
5/14/2024 | CreativeOne Wealth LLC | 191,724 | $8.68M | 0.3% | N/A | 1.087% | |
5/10/2024 | Osaic Holdings Inc. | 269,263 | $12.19M | 0.0% | +51.5% | 1.527% | |
5/8/2024 | Great Diamond Partners LLC | 126,527 | $5.73M | 1.3% | +2.3% | 0.718% | |
5/8/2024 | Avantax Advisory Services Inc. | 30,362 | $1.38M | 0.0% | +112.1% | 0.172% | |
5/8/2024 | Semus Wealth Partners LLC | 32,828 | $1.49M | 1.3% | N/A | 0.186% | |
5/7/2024 | Concurrent Investment Advisors LLC | 4,458 | $202K | 0.0% | N/A | 0.025% | |
5/7/2024 | Oppenheimer & Co. Inc. | 23,363 | $1.06M | 0.0% | N/A | 0.133% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 6,624 | $300K | 0.0% | N/A | 0.038% | |
5/3/2024 | Integrity Financial Corp WA | 28,039 | $1.27M | 0.9% | +10.9% | 0.159% | |
5/1/2024 | StoneX Group Inc. | 13,764 | $623K | 0.1% | +19.5% | 0.078% | |
5/1/2024 | Janney Montgomery Scott LLC | 66,972 | $3.03M | 0.0% | +63.2% | 0.380% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 13,451 | $609K | 0.0% | +14.5% | 0.076% | |
5/1/2024 | Grant Street Asset Management Inc. | 21,661 | $981K | 0.3% | -1.8% | 0.125% | |
5/1/2024 | McCarthy & Cox | 102,291 | $4.63M | 1.7% | N/A | 0.592% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 1,456 | $66K | 0.0% | +628.0% | 0.008% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 45,008 | $2.04M | 0.9% | -74.7% | 0.260% | |
4/29/2024 | Commonwealth Equity Services LLC | 530,774 | $24.03M | 0.0% | +48.6% | 3.072% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 114,996 | $5.13M | 0.9% | -1.6% | 0.665% | |
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4/29/2024 | Fiduciary Planning LLC | 573,252 | $25.95M | 9.8% | -0.6% | 3.317% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 6,292 | $285K | 0.0% | +5.7% | 0.036% | |
4/26/2024 | Clear Creek Financial Management LLC | 5,493 | $249K | 0.0% | +12.8% | 0.032% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 95,988 | $4.35M | 0.0% | +33.4% | 0.555% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 3,140 | $142K | 0.0% | +28.2% | 0.018% | |
4/23/2024 | Strategic Blueprint LLC | 5,905 | $267K | 0.0% | N/A | 0.034% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 779,564 | $35.29M | 0.1% | +1,724.8% | 4.511% | |
4/22/2024 | Rovin Capital UT ADV | 5,695 | $258K | 0.1% | N/A | 0.033% | |
4/22/2024 | Outlook Wealth Advisors LLC | 40,975 | $1.86M | 0.6% | +686.0% | 0.237% | |
4/22/2024 | Raymond James & Associates | 112,340 | $5.09M | 0.0% | +233.0% | 0.650% | |
4/22/2024 | Echo Wealth Management LLC | 8,985 | $407K | 0.3% | -15.7% | 0.052% | |
4/19/2024 | Marshall Financial Group LLC | 32,767 | $1.48M | 0.4% | -4.5% | 0.190% | |
4/19/2024 | Accel Wealth Management | 12,516 | $567K | 0.2% | N/A | 0.072% | |
4/15/2024 | Sunbelt Securities Inc. | 11,996 | $543K | 0.1% | +39.7% | 0.069% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 7,246 | $328K | 0.0% | N/A | 0.042% | |
4/12/2024 | Keystone Wealth Services LLC | 79,678 | $3.61M | 1.2% | +16.7% | 0.817% | |
4/12/2024 | AdvisorNet Financial Inc | 2,850 | $129K | 0.0% | -12.3% | 0.029% | |
4/10/2024 | Fragasso Group Inc. | 21,367 | $967K | 0.1% | +12.6% | 0.219% | |
4/10/2024 | SOA Wealth Advisors LLC. | 3,684 | $167K | 0.0% | +250.2% | 0.038% | |
4/10/2024 | Legacy Private Trust Co. | 6,877 | $311K | 0.0% | N/A | 0.071% | |
3/1/2024 | Creekmur Asset Management LLC | 700 | $30K | 0.0% | N/A | 0.007% | |
2/26/2024 | Integrated Advisors Network LLC | 20,440 | $872K | 0.0% | +3.5% | 0.210% | |
2/14/2024 | Regal Investment Advisors LLC | 12,955 | $553K | 0.0% | -3.7% | 0.133% | |
2/12/2024 | StoneX Group Inc. | 11,514 | $491K | 0.1% | -5.7% | 0.118% | |
2/12/2024 | Focus Financial Network Inc. ADV | 15,314 | $653K | 0.0% | N/A | 0.157% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 71,954 | $3.07M | 0.0% | -6.0% | 0.738% | |
2/8/2024 | Level Four Advisory Services LLC | 6,541 | $279K | 0.0% | -40.6% | 0.067% | |
2/8/2024 | BCGM Wealth Management LLC | 5,000 | $213K | 0.1% | N/A | 0.051% | |
2/8/2024 | Janney Montgomery Scott LLC | 41,040 | $1.75M | 0.0% | -4.1% | 0.421% | |
2/7/2024 | Avantax Advisory Services Inc. | 14,317 | $611K | 0.0% | -8.0% | 0.147% | |
2/7/2024 | Integrity Financial Corp WA | 25,289 | $1.08M | 0.8% | -1.2% | 0.259% | |
2/7/2024 | Great Diamond Partners LLC | 123,642 | $5.28M | 1.3% | -2.6% | 1.268% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 178,191 | $7.60M | 3.9% | -3.0% | 1.828% | |
2/6/2024 | Sovereign Financial Group Inc. | 12,870 | $549K | 0.2% | -10.0% | 0.132% | |
2/5/2024 | Kestra Private Wealth Services LLC | 25,975 | $1.11M | 0.0% | -2.5% | 0.266% | |
2/5/2024 | Naviter Wealth LLC | 6,640 | $283K | 0.1% | -52.7% | 0.068% | |
2/2/2024 | Anfield Capital Management LLC | 5,606 | $239K | 0.1% | -15.3% | 0.057% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 116,879 | $4.99M | 1.0% | -0.4% | 1.199% | |
1/29/2024 | Outlook Wealth Advisors LLC | 5,213 | $222K | 0.1% | -86.5% | 0.053% | |
1/25/2024 | Fiduciary Planning LLC | 576,884 | $24.62M | 10.5% | +238.4% | 5.917% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 2,450 | $105K | 0.0% | -39.9% | 0.025% | |
1/24/2024 | Stratos Wealth Advisors LLC | 534,735 | $22.82M | 1.3% | -0.1% | 5.484% | |
1/24/2024 | Clear Creek Financial Management LLC | 4,870 | $208K | 0.0% | N/A | 0.050% | |
1/18/2024 | Maltin Wealth Management Inc. | 28,640 | $1.22M | 0.8% | -77.5% | 0.294% | |
1/18/2024 | Bouchey Financial Group Ltd | 10,493 | $448K | 0.0% | -52.4% | 0.108% | |
1/17/2024 | Keystone Wealth Services LLC | 68,272 | $2.91M | 1.0% | -0.8% | 0.700% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 42,721 | $1.82M | 0.0% | +10.5% | 0.438% | |
1/16/2024 | Raymond James & Associates | 33,735 | $1.44M | 0.0% | -0.9% | 0.346% | |
1/16/2024 | CoreCap Advisors LLC | 4,792 | $204K | 0.0% | -94.4% | 0.049% | |
1/11/2024 | Marshall Financial Group LLC | 34,323 | $1.47M | 0.5% | -6.0% | 0.352% | |
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1/8/2024 | Fragasso Group Inc. | 18,977 | $810K | 0.1% | -6.2% | 0.195% | |
11/8/2023 | Janney Montgomery Scott LLC | 42,816 | $1.67M | 0.0% | -2.6% | 0.439% | |
11/4/2023 | NBC Securities Inc. | 4,920 | $191K | 0.0% | N/A | 0.050% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 4,075 | $159K | 0.0% | +79.1% | 0.042% | |
10/24/2023 | Bank of New York Mellon Corp | 11,144 | $434K | 0.0% | N/A | 0.114% | |
10/18/2023 | Strategic Blueprint LLC | 9,273 | $361K | 0.0% | -46.8% | 0.095% | |
8/8/2023 | Archer Investment Corp | 1,761 | $70K | 0.0% | -68.7% | 0.018% | |
7/14/2023 | AdvisorNet Financial Inc | 3,401 | $135K | 0.0% | -27.7% | 0.033% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 3,211 | $120K | 0.0% | N/A | 0.034% | |
5/9/2023 | 1776 Wealth LLC | 9,700 | $363K | 0.2% | N/A | 0.103% | |