4/15/2024 | Sunbelt Securities Inc. | 10,430 | $451K | 0.1% | -12.0% | 0.087% | |
4/12/2024 | Ignite Planners LLC | 38,592 | $1.67M | 0.5% | -5.1% | 0.323% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 4,982 | $215K | 0.1% | -11.1% | 0.042% | |
4/11/2024 | FOCUS Wealth Advisors LLC | 460,115 | $19.89M | 10.6% | +19.6% | 3.850% | |
4/10/2024 | Fragasso Group Inc. | 8,338 | $360K | 0.0% | -9.6% | 0.070% | |
3/6/2024 | SageView Advisory Group LLC | 121,127 | $5.02M | 0.2% | N/A | 1.014% | |
|
3/1/2024 | Goldman Sachs Group Inc. | 18,464 | $765K | 0.0% | N/A | 0.155% | |
2/16/2024 | SageView Advisory Group LLC | 121,127 | $5.02M | 0.2% | N/A | 1.014% | |
2/16/2024 | Harbour Investments Inc. | 30,405 | $1.26M | 0.1% | +0.9% | 0.254% | |
2/15/2024 | Freedom Investment Management Inc. | 722,571 | $29.94M | 2.4% | N/A | 6.047% | |
2/15/2024 | Citadel Advisors LLC | 6,982 | $289K | 0.0% | -35.4% | 0.058% | |
2/14/2024 | Royal Bank of Canada | 34,559 | $1.43M | 0.0% | +3,355.9% | 0.289% | |
2/14/2024 | Kestra Advisory Services LLC | 40,196 | $1.67M | 0.0% | +75.5% | 0.336% | |
2/14/2024 | MGO One Seven LLC | 9,733 | $403K | 0.0% | -17.4% | 0.081% | |
2/13/2024 | Envestnet Asset Management Inc. | 166,865 | $6.92M | 0.0% | -2.0% | 1.396% | |
2/13/2024 | Cetera Advisor Networks LLC | 54,479 | $2.26M | 0.0% | -28.2% | 0.456% | |
2/13/2024 | Goldman Sachs Group Inc. | 18,464 | $765K | 0.0% | N/A | 0.155% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 4,929 | $202K | 0.1% | N/A | 0.041% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 11,678 | $484K | 0.0% | -3.5% | 0.098% | |
2/9/2024 | SageView Advisory Group LLC | 121,127 | $5.02M | 0.2% | N/A | 1.014% | |
2/8/2024 | Main Street Financial Solutions LLC | 70,831 | $2.94M | 0.4% | -1.8% | 0.593% | |
2/8/2024 | First Heartland Consultants Inc. | 5,277 | $219K | 0.0% | -8.5% | 0.044% | |
2/8/2024 | Janney Montgomery Scott LLC | 13,686 | $567K | 0.0% | -19.4% | 0.115% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 30,526 | $1.27M | 0.0% | +9.1% | 0.255% | |
2/7/2024 | NBC Securities Inc. | 3,490 | $144K | 0.0% | -6.8% | 0.029% | |
2/7/2024 | Integrity Financial Corp WA | 17,268 | $716K | 0.5% | -24.3% | 0.145% | |
2/6/2024 | Commonwealth Equity Services LLC | 873,717 | $36.21M | 0.1% | -12.2% | 7.311% | |
2/5/2024 | Stonebridge Financial Planning Group LLC | 4,945 | $205K | 0.1% | N/A | 0.041% | |
2/2/2024 | Truist Financial Corp | 18,598 | $771K | 0.0% | -15.7% | 0.156% | |
2/2/2024 | Atria Wealth Solutions Inc. | 22,268 | $923K | 0.0% | +11.8% | 0.186% | |
2/1/2024 | CWM LLC | 106,360 | $4.41M | 0.0% | -19.7% | 0.890% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 5,607 | $232K | 0.1% | -7.7% | 0.047% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 14,923 | $618K | 0.1% | -22.2% | 0.125% | |
1/19/2024 | Flagstar Advisors Inc. | 10,910 | $452K | 0.1% | -11.7% | 0.091% | |
1/18/2024 | MBL Wealth LLC | 24,728 | $1.03M | 0.1% | N/A | 0.207% | |
1/18/2024 | Bouchey Financial Group Ltd | 16,594 | $688K | 0.1% | -38.0% | 0.139% | |
1/17/2024 | Keystone Wealth Services LLC | 158,711 | $6.58M | 2.3% | -4.1% | 1.328% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 685,319 | $28.40M | 0.0% | +745.7% | 5.735% | |
1/16/2024 | CoreCap Advisors LLC | 4,880 | $202K | 0.0% | -94.4% | 0.041% | |
1/16/2024 | Cooper Financial Group | 7,825 | $324K | 0.1% | -10.7% | 0.065% | |
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1/12/2024 | Cedar Brook Financial Partners LLC | 17,665 | $734K | 0.2% | -16.5% | 0.148% | |
1/12/2024 | Advisor Resource Council | 31,742 | $1.32M | 0.2% | +18.3% | 0.266% | |
1/11/2024 | FOCUS Wealth Advisors LLC | 384,851 | $15.95M | 10.1% | +0.9% | 3.221% | |
1/11/2024 | SOA Wealth Advisors LLC. | 12,558 | $520K | 0.1% | -13.2% | 0.105% | |
1/9/2024 | IFP Advisors Inc | 50,942 | $2.11M | 0.1% | -12.7% | 0.426% | |
1/8/2024 | Fragasso Group Inc. | 9,219 | $382K | 0.0% | -3.9% | 0.077% | |
11/15/2023 | Scotia Capital Inc. | 10,709 | $410K | 0.0% | -5.7% | 0.090% | |
11/13/2023 | LPL Financial LLC | 94,083 | $3.60M | 0.0% | +358.4% | 0.787% | |
11/13/2023 | Envestnet Asset Management Inc. | 170,302 | $6.52M | 0.0% | +33.2% | 1.425% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 27,972 | $1.07M | 0.0% | N/A | 0.234% | |
11/13/2023 | Kestra Advisory Services LLC | 22,904 | $877K | 0.0% | -79.3% | 0.192% | |
11/9/2023 | First Heartland Consultants Inc. | 5,770 | $221K | 0.0% | -56.4% | 0.048% | |
11/9/2023 | UBS Group AG | 1,537 | $59K | 0.0% | -53.9% | 0.013% | |
11/8/2023 | Atria Wealth Solutions Inc. | 19,921 | $763K | 0.0% | +1.6% | 0.167% | |
11/4/2023 | NBC Securities Inc. | 3,743 | $143K | 0.0% | N/A | 0.031% | |
11/3/2023 | Main Street Financial Solutions LLC | 72,131 | $2.76M | 0.4% | -8.5% | 0.604% | |
11/2/2023 | Sloy Dahl & Holst LLC | 45,170 | $1.73M | 0.4% | -1.8% | 0.378% | |
11/1/2023 | Csenge Advisory Group | 8,559 | $328K | 0.0% | N/A | 0.072% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 19,191 | $735K | 0.2% | +143.3% | 0.161% | |
10/26/2023 | 3D L Capital Management LLC | 745,536 | $28.55M | 9.3% | N/A | 6.239% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 17,367 | $665K | 0.1% | -2.4% | 0.145% | |
10/25/2023 | Advisor Resource Council | 26,840 | $1.03M | 0.5% | +8.2% | 0.225% | |
10/24/2023 | Bouchey Financial Group Ltd | 26,749 | $1.02M | 0.1% | -7.0% | 0.224% | |
10/24/2023 | Valtinson Bruner Financial Planning LLC | 9,595 | $367K | 0.2% | -2.9% | 0.080% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 81,034 | $3.10M | 0.0% | +0.4% | 0.678% | |
10/23/2023 | Commonwealth Equity Services LLC | 995,613 | $38.13M | 0.1% | -1.6% | 8.331% | |
10/20/2023 | FOCUS Wealth Advisors LLC | 381,485 | $14.61M | 10.1% | -6.7% | 3.192% | |
10/18/2023 | Flagstar Advisors Inc. | 12,358 | $473K | 0.2% | -11.7% | 0.103% | |
10/17/2023 | Cedar Brook Financial Partners LLC | 21,155 | $810K | 0.2% | -36.8% | 0.177% | |
10/13/2023 | McKinley Carter Wealth Services Inc. | 24,500 | $938K | 0.1% | -3.4% | 0.205% | |
10/13/2023 | Cooper Financial Group | 8,760 | $336K | 0.1% | -3.1% | 0.073% | |
10/13/2023 | Global Retirement Partners LLC | 1,830 | $70K | 0.0% | N/A | 0.015% | |
10/12/2023 | IFP Advisors Inc | 58,384 | $2.24M | 0.1% | +7.7% | 0.489% | |
10/11/2023 | AE Wealth Management LLC | 736,658 | $28.21M | 0.2% | +15.6% | 6.165% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 6,077 | $233K | 0.1% | -8.1% | 0.051% | |
10/10/2023 | SOA Wealth Advisors LLC. | 14,469 | $554K | 0.1% | -5.7% | 0.121% | |
10/5/2023 | Foundations Investment Advisors LLC | 14,750 | $565K | 0.0% | -6.2% | 0.123% | |
10/5/2023 | Keystone Wealth Services LLC | 165,561 | $6.34M | 2.4% | +0.5% | 1.385% | |
8/21/2023 | Osaic Holdings Inc. | 194,912 | $7.59M | 0.0% | -71.6% | 1.631% | |
8/16/2023 | CreativeOne Wealth LLC | 12,108 | $472K | 0.0% | N/A | 0.101% | |
8/16/2023 | PCA Investment Advisory Services Inc. | 3,420 | $133K | 0.1% | N/A | 0.029% | |
8/16/2023 | Sunbelt Securities Inc. | 13,264 | $517K | 0.1% | -24.4% | 0.111% | |
8/16/2023 | GTS Securities LLC | 10,321 | $402K | 0.0% | N/A | 0.086% | |
8/15/2023 | Harbour Investments Inc. | 30,339 | $1.18M | 0.1% | +93.6% | 0.254% | |
8/15/2023 | Captrust Financial Advisors | 34,950 | $1.36M | 0.0% | -41.1% | 0.292% | |
8/15/2023 | Royal Bank of Canada | 8,062 | $314K | 0.0% | N/A | 0.067% | |
8/15/2023 | Rockefeller Capital Management L.P. | 117,847 | $4.59M | 0.0% | +59.3% | 0.986% | |
8/15/2023 | Citadel Advisors LLC | 16,268 | $634K | 0.0% | +53.5% | 0.136% | |
8/14/2023 | Stephens Inc. AR | 131,087 | $5.11M | 0.1% | +688.5% | 1.097% | |
8/14/2023 | IFP Advisors Inc | 54,210 | $2.11M | 0.1% | +995.8% | 0.454% | |
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8/14/2023 | MML Investors Services LLC | 12,068 | $470K | 0.0% | +45.9% | 0.101% | |
8/11/2023 | Ameritas Investment Partners Inc. | 905 | $35K | 0.0% | +483.9% | 0.008% | |
8/11/2023 | Harvest Investment Services LLC | 19,831 | $773K | 0.4% | N/A | 0.166% | |
8/11/2023 | Kestra Advisory Services LLC | 110,647 | $4.31M | 0.0% | -27.5% | 0.926% | |
8/11/2023 | FSB Premier Wealth Management Inc. | 19,590 | $763K | 0.4% | -2.8% | 0.164% | |
8/11/2023 | JPMorgan Chase & Co. | 65,772 | $2.56M | 0.0% | N/A | 0.550% | |
8/10/2023 | Osaic Holdings Inc. | 194,912 | $7.59M | 0.0% | -71.6% | 1.631% | |
8/10/2023 | Commonwealth Equity Services LLC | 1,011,587 | $39.42M | 0.1% | +112.3% | 9.410% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 9,538 | $372K | 0.0% | -82.4% | 0.089% | |
8/10/2023 | Cetera Advisors LLC | 66,782 | $2.60M | 0.0% | -3.9% | 0.621% | |