2/27/2024 | ARQ Wealth Advisors LLC | 6,489 | $0.25M | 0.1% | N/A | 0.070% | |
2/15/2024 | Citadel Advisors LLC | 5,603 | $0.22M | 0.0% | N/A | 0.060% | |
2/14/2024 | Royal Bank of Canada | 12,145 | $0.47M | 0.0% | -66.9% | 0.131% | |
2/14/2024 | MGO One Seven LLC | 186,129 | $7.22M | 0.4% | +3.8% | 2.006% | |
2/14/2024 | Traction Financial Partners LLC | 77,678 | $3.01M | 2.0% | N/A | 0.837% | |
2/13/2024 | Envestnet Asset Management Inc. | 99,575 | $3.86M | 0.0% | -8.5% | 1.073% | |
|
2/12/2024 | Avestar Capital LLC | 48,734 | $1.89M | 0.2% | +41.0% | 0.525% | |
2/12/2024 | Focus Financial Network Inc. ADV | 6,255 | $0.24M | 0.0% | N/A | 0.067% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 99,589 | $3.86M | 0.1% | +11.8% | 1.073% | |
2/9/2024 | Frazier Financial Advisors LLC | 891 | $35K | 0.0% | N/A | 0.010% | |
2/9/2024 | Thoroughbred Financial Services LLC | 9,347 | $0.36M | 0.0% | -5.6% | 0.101% | |
2/9/2024 | UBS Group AG | 64,972 | $2.52M | 0.0% | +17.2% | 0.700% | |
2/7/2024 | Avantax Advisory Services Inc. | 61,933 | $2.40M | 0.0% | +107.6% | 0.667% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 10,396 | $0.40M | 0.2% | -12.2% | 0.112% | |
2/6/2024 | EdgeRock Capital LLC | 966 | $35K | 0.0% | N/A | 0.010% | |
2/6/2024 | Private Advisor Group LLC | 45,772 | $1.78M | 0.0% | +38.0% | 0.493% | |
2/6/2024 | Solano Wealth Management Inc. | 474,369 | $18.41M | 11.1% | +4.6% | 5.112% | |
2/2/2024 | IAG Wealth Partners LLC | 77,245 | $3M | 0.7% | -26.3% | 0.832% | |
2/2/2024 | Truist Financial Corp | 44,586 | $1.73M | 0.0% | -40.2% | 0.480% | |
2/1/2024 | First Command Advisory Services Inc. | 263,615 | $10.23M | 0.1% | +23.7% | 2.841% | |
1/29/2024 | ORG Partners LLC | 3,212 | $0.13M | 0.0% | +393.4% | 0.035% | |
1/26/2024 | Cerity Partners LLC | 12,842 | $0.50M | 0.0% | -25.8% | 0.138% | |
1/24/2024 | Stratos Wealth Partners LTD. | 47,285 | $1.84M | 0.0% | +31.6% | 0.510% | |
1/23/2024 | Denver Wealth Management Inc. | 5,614 | $0.22M | 0.1% | -36.2% | 0.060% | |
1/19/2024 | AdvisorNet Financial Inc | 875 | $34K | 0.0% | -38.6% | 0.009% | |
1/18/2024 | Global Retirement Partners LLC | 1,250 | $45K | 0.0% | +900.0% | 0.013% | |
1/17/2024 | IFG Advisory LLC | 19,260 | $0.75M | 0.1% | +9.0% | 0.208% | |
1/16/2024 | Searcy Financial Services Inc. ADV | 548,699 | $21.29M | 11.8% | +1.5% | 5.913% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 308,272 | $11.96M | 0.0% | +39.0% | 3.322% | |
1/16/2024 | Lionsbridge Wealth Management LLC | 32,058 | $1.24M | 1.0% | +53.3% | 0.345% | |
1/11/2024 | BKM Wealth Management LLC | 1,422 | $55K | 0.0% | N/A | 0.015% | |
1/11/2024 | Orrstown Financial Services Inc. | 22,252 | $0.86M | 0.7% | N/A | 0.240% | |
1/11/2024 | BKM Wealth Management LLC | 1,422 | $55K | 0.0% | N/A | 0.015% | |
1/5/2024 | Apella Capital LLC | 14,340 | $0.54M | 0.0% | -25.2% | 0.155% | |
11/15/2023 | Integrated Wealth Concepts LLC | 13,444 | $0.46M | 0.0% | N/A | 0.145% | |
11/15/2023 | Royal Bank of Canada | 36,690 | $1.25M | 0.0% | +87.8% | 0.395% | |
11/13/2023 | Mariner LLC | 498,579 | $16.92M | 0.0% | +14.3% | 5.373% | |
11/13/2023 | LPL Financial LLC | 1,467,633 | $49.80M | 0.0% | +4.1% | 15.815% | |
11/13/2023 | Invesco Ltd. | 1,748,448 | $59.33M | 0.0% | -0.2% | 18.841% | |
11/13/2023 | Envestnet Asset Management Inc. | 108,853 | $3.69M | 0.0% | +56.3% | 1.173% | |
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11/9/2023 | Collaborative Wealth Managment Inc. | 11,843 | $0.40M | 0.2% | -5.5% | 0.128% | |
11/9/2023 | UBS Group AG | 55,453 | $1.88M | 0.0% | +35.0% | 0.598% | |
11/8/2023 | Solano Wealth Management Inc. | 453,641 | $15.39M | 10.7% | +17.1% | 4.888% | |
11/8/2023 | First Command Advisory Services Inc. | 213,043 | $7.23M | 0.1% | N/A | 2.296% | |
11/8/2023 | Milestone Investment Advisors LLC | 3,565 | $0.12M | 0.0% | -62.6% | 0.038% | |
11/8/2023 | Avantax Advisory Services Inc. | 29,829 | $1.01M | 0.0% | +10.6% | 0.321% | |
11/3/2023 | MGO One Seven LLC | 179,356 | $6.09M | 0.5% | +82.3% | 1.933% | |
11/3/2023 | Private Advisor Group LLC | 33,162 | $1.13M | 0.0% | +22.6% | 0.357% | |
10/24/2023 | Denver Wealth Management Inc. | 8,793 | $0.30M | 0.2% | N/A | 0.095% | |
10/24/2023 | Bank of New York Mellon Corp | 907,838 | $30.80M | 0.0% | N/A | 9.783% | |
10/24/2023 | IAG Wealth Partners LLC | 104,765 | $3.56M | 1.0% | +17.6% | 1.129% | |
10/24/2023 | Stratos Wealth Partners LTD. | 35,943 | $1.22M | 0.0% | +68.9% | 0.387% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 221,810 | $7.53M | 0.0% | +18.5% | 2.390% | |
10/23/2023 | Commonwealth Equity Services LLC | 51,976 | $1.76M | 0.0% | +76.4% | 0.560% | |
10/20/2023 | Avestar Capital LLC | 34,552 | $1.17M | 0.2% | +270.1% | 0.372% | |
10/16/2023 | Searcy Financial Services Inc. ADV | 540,452 | $18.34M | 11.1% | +3.3% | 5.824% | |
10/16/2023 | Leavell Investment Management Inc. | 5,955 | $0.20M | 0.0% | N/A | 0.064% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 8,194 | $0.28M | 0.0% | -62.8% | 0.088% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 1,100 | $37K | 0.0% | N/A | 0.012% | |
10/10/2023 | Apella Capital LLC | 19,163 | $0.65M | 0.0% | -1.5% | 0.206% | |
8/21/2023 | Osaic Holdings Inc. | 357,077 | $12.94M | 0.0% | +37.0% | 3.848% | |
8/15/2023 | Equitable Holdings Inc. | 13,034 | $0.47M | 0.0% | +9.9% | 0.140% | |
8/15/2023 | Goldman Sachs Group Inc. | 10,226 | $0.37M | 0.0% | N/A | 0.110% | |
8/15/2023 | Royal Bank of Canada | 19,541 | $0.71M | 0.0% | N/A | 0.211% | |
8/14/2023 | MML Investors Services LLC | 111,800 | $4.05M | 0.0% | +38.6% | 1.205% | |
8/10/2023 | Osaic Holdings Inc. | 357,077 | $12.94M | 0.0% | +37.0% | 3.848% | |
8/10/2023 | IAG Wealth Partners LLC | 89,108 | $3.23M | 0.9% | -2.6% | 0.960% | |
8/10/2023 | GeoWealth Management LLC | 320,174 | $11.60M | 1.3% | +9.1% | 3.450% | |
8/10/2023 | Commonwealth Equity Services LLC | 29,471 | $1.07M | 0.0% | +34.4% | 0.318% | |
8/10/2023 | Private Advisor Group LLC | 27,046 | $0.98M | 0.0% | +46.8% | 0.291% | |
8/4/2023 | Envestnet Asset Management Inc. | 69,643 | $2.52M | 0.0% | +35.2% | 0.750% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 22,022 | $0.80M | 0.0% | -59.5% | 0.237% | |
8/2/2023 | Milestone Investment Advisors LLC | 9,522 | $0.35M | 0.1% | +7.9% | 0.103% | |
8/2/2023 | Avestar Capital LLC | 9,335 | $0.34M | 0.1% | N/A | 0.101% | |
8/1/2023 | Truist Financial Corp | 83,527 | $3.03M | 0.0% | +2.0% | 0.900% | |
7/31/2023 | LPL Financial LLC | 1,409,990 | $51.08M | 0.0% | +34.9% | 15.194% | |
7/31/2023 | Lionsbridge Wealth Management LLC | 20,985 | $0.76M | 0.7% | N/A | 0.226% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 187,178 | $6.78M | 0.0% | +24.3% | 2.291% | |
7/25/2023 | Ameritas Advisory Services LLC | 74,801 | $2.65M | 0.3% | +3,278.5% | 0.916% | |
7/21/2023 | IFG Advisory LLC | 22,215 | $0.81M | 0.1% | +4.7% | 0.272% | |
7/21/2023 | First Command Bank | 134,269 | $4.87M | 0.5% | N/A | 1.643% | |
7/19/2023 | Searcy Financial Services Inc. ADV | 523,034 | $18.95M | 11.0% | +1.9% | 6.402% | |
7/18/2023 | Stratos Wealth Partners LTD. | 21,286 | $0.77M | 0.0% | +207.4% | 0.261% | |
7/14/2023 | AdvisorNet Financial Inc | 1,426 | $52K | 0.0% | N/A | 0.017% | |
7/6/2023 | Apella Capital LLC | 19,464 | $0.71M | 0.1% | N/A | 0.238% | |
6/14/2023 | Solano Wealth Management Inc. | 377,613 | $13.27M | 9.7% | N/A | 4.774% | |
5/18/2023 | JPMorgan Chase & Co. | 1,160 | $41K | 0.0% | N/A | 0.015% | |
5/16/2023 | Milestone Investment Advisors LLC | 8,825 | $0.31M | 0.1% | +13.2% | 0.112% | |
5/16/2023 | Susquehanna International Group LLP | 33,987 | $1.19M | 0.0% | +5.1% | 0.430% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 67,104 | $2.36M | 0.0% | +13.4% | 0.848% | |
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5/15/2023 | Equitable Holdings Inc. | 11,863 | $0.42M | 0.0% | +38.5% | 0.150% | |
5/12/2023 | GeoWealth Management LLC | 293,459 | $10.31M | 1.2% | +6.1% | 3.710% | |
5/12/2023 | MML Investors Services LLC | 80,655 | $2.84M | 0.0% | +3.9% | 1.020% | |
5/12/2023 | Bank of America Corp DE | 316,897 | $11.14M | 0.0% | +73.0% | 4.006% | |
5/12/2023 | UBS Group AG | 24,520 | $0.86M | 0.0% | +45.5% | 0.310% | |
5/11/2023 | Commonwealth Equity Services LLC | 21,930 | $0.77M | 0.0% | +27.1% | 0.277% | |
5/10/2023 | Private Advisor Group LLC | 18,429 | $0.65M | 0.0% | N/A | 0.233% | |
5/10/2023 | LPL Financial LLC | 1,045,013 | $36.73M | 0.0% | +24.4% | 13.211% | |
5/8/2023 | MGO One Seven LLC | 159,735 | $5.61M | 0.4% | -3.1% | 2.019% | |
5/8/2023 | Collaborative Wealth Managment Inc. | 14,385 | $0.51M | 0.3% | -80.6% | 0.182% | |