7/26/2024 | Harbour Investments Inc. | 115,850 | $7.91M | 0.3% | +7.0% | 0.618% | |
7/26/2024 | Atomi Financial Group Inc. | 8,212 | $561K | 0.0% | -4.7% | 0.044% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 440,640 | $30.10M | 0.1% | +97.2% | 2.350% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 32,598 | $2.23M | 0.1% | N/A | 0.174% | |
7/25/2024 | First Heartland Consultants Inc. | 5,941 | $406K | 0.0% | +5.2% | 0.032% | |
7/25/2024 | Clear Creek Financial Management LLC | 6,810 | $465K | 0.1% | N/A | 0.036% | |
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7/25/2024 | Pictet North America Advisors SA | 106,420 | $7.27M | 0.8% | N/A | 0.568% | |
7/24/2024 | Herold Advisors Inc. | 3,041 | $208K | 0.0% | N/A | 0.016% | |
7/24/2024 | Capital Wealth Alliance LLC | 19,184 | $1.31M | 0.7% | -22.6% | 0.102% | |
7/23/2024 | Private Advisory Group LLC | 3,541 | $242K | 0.0% | N/A | 0.019% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 781 | $53K | 0.0% | +80.4% | 0.004% | |
7/22/2024 | Legacy Capital Group California Inc. | 4,153 | $284K | 0.1% | N/A | 0.023% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 689,028 | $47.07M | 0.1% | -1.1% | 3.765% | |
7/19/2024 | Western Wealth Management LLC | 23,886 | $1.63M | 0.1% | N/A | 0.131% | |
7/19/2024 | SFG Wealth Management LLC. | 19,874 | $1.36M | 0.8% | N/A | 0.109% | |
7/19/2024 | Raymond James & Associates | 335,824 | $22.94M | 0.0% | +7.6% | 1.876% | |
7/19/2024 | Well Done LLC | 13,344 | $912K | 0.2% | +12.3% | 0.075% | |
7/18/2024 | Insight Wealth Partners LLC | 11,649 | $796K | 0.1% | +32.8% | 0.065% | |
7/17/2024 | Archford Capital Strategies LLC | 6,577 | $449K | 0.1% | N/A | 0.037% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 29,741 | $2.03M | 0.0% | +7.8% | 0.166% | |
7/16/2024 | Cascade Investment Group Inc. | 9,171 | $626K | 0.5% | +2.2% | 0.051% | |
7/16/2024 | Great Valley Advisor Group Inc. | 12,389 | $846K | 0.0% | +95.2% | 0.069% | |
7/16/2024 | JBR Co Financial Management Inc | 3,500 | $239K | 0.2% | N/A | 0.020% | |
7/16/2024 | PCG Wealth Advisors LLC | 46,151 | $3.15M | 1.4% | +45.7% | 0.258% | |
7/15/2024 | RFG Advisory LLC | 50,196 | $3.43M | 0.1% | -5.0% | 0.280% | |
7/12/2024 | Ignite Planners LLC | 4,403 | $295K | 0.1% | -5.9% | 0.025% | |
7/12/2024 | Register Financial Advisors LLC | 2,910 | $199K | 0.1% | N/A | 0.016% | |
7/12/2024 | Accel Wealth Management | 2,990 | $204K | 0.1% | N/A | 0.017% | |
7/11/2024 | Parkside Investments LLC | 79,355 | $5.42M | 0.9% | +8.0% | 0.448% | |
7/10/2024 | Csenge Advisory Group | 121,461 | $8.30M | 0.5% | +5.0% | 0.686% | |
7/10/2024 | CWM LLC | 21,248 | $1.45M | 0.0% | -23.2% | 0.120% | |
7/5/2024 | HBW Advisory Services LLC | 44,952 | $3.07M | 0.5% | -10.9% | 0.255% | |
5/24/2024 | Cetera Advisors LLC | 18,322 | $1.23M | 0.0% | +193.9% | 0.131% | |
5/24/2024 | Cetera Investment Advisers | 80,812 | $5.44M | 0.0% | +153.7% | 0.579% | |
5/20/2024 | Independent Wealth Network Inc. | 3,672 | $247K | 0.1% | N/A | 0.026% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 84,901 | $5.72M | 0.5% | +446.5% | 0.609% | |
5/17/2024 | Comerica Bank | 20,234 | $1.36M | 0.0% | +3.8% | 0.145% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 12,315 | $829K | 0.0% | +11.4% | 0.088% | |
5/15/2024 | Kestra Advisory Services LLC | 269,572 | $18.15M | 0.1% | +0.5% | 1.932% | |
5/11/2024 | Capital Wealth Alliance LLC | 24,792 | $1.67M | 1.0% | +26.5% | 0.178% | |
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5/10/2024 | Osaic Holdings Inc. | 244,243 | $16.45M | 0.0% | +10.4% | 1.751% | |
5/8/2024 | Avantax Advisory Services Inc. | 87,212 | $5.87M | 0.1% | -5.2% | 0.612% | |
5/8/2024 | US Bancorp DE | 28,012 | $1.89M | 0.0% | +252.4% | 0.197% | |
5/7/2024 | Concurrent Investment Advisors LLC | 23,766 | $1.60M | 0.1% | N/A | 0.167% | |
5/7/2024 | Atomi Financial Group Inc. | 8,615 | $580K | 0.1% | +4.3% | 0.060% | |
5/7/2024 | Oppenheimer & Co. Inc. | 12,457 | $839K | 0.0% | +36.9% | 0.087% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 27,599 | $1.86M | 0.0% | +122.9% | 0.198% | |
5/6/2024 | VitalStone Financial LLC | 8,021 | $540K | 0.4% | +21.3% | 0.057% | |
5/4/2024 | SPC Financial Inc. | 73,078 | $4.92M | 0.5% | +1.1% | 0.526% | |
5/4/2024 | Riggs Asset Managment Co. Inc. | 170,296 | $11.47M | 3.3% | +135.8% | 1.225% | |
5/4/2024 | Csenge Advisory Group | 115,726 | $7.79M | 0.4% | +2.6% | 0.833% | |
5/3/2024 | MRA Advisory Group | 91,299 | $6.15M | 3.7% | +3.0% | 0.657% | |
5/2/2024 | Mutual Advisors LLC | 21,022 | $1.42M | 0.0% | N/A | 0.151% | |
5/1/2024 | Janney Montgomery Scott LLC | 25,679 | $1.73M | 0.0% | +37.7% | 0.185% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 175,000 | $11.78M | 0.0% | +115.5% | 1.259% | |
5/1/2024 | Stegent Equity Advisors Inc. | 25,298 | $1.70M | 1.7% | -6.4% | 0.182% | |
4/30/2024 | Private Advisor Group LLC | 13,520 | $910K | 0.0% | -27.5% | 0.097% | |
4/30/2024 | J.W. Cole Advisors Inc. | 3,124 | $210K | 0.0% | N/A | 0.022% | |
4/30/2024 | WealthBridge Capital Management LLC | 16,266 | $1.10M | 0.4% | +6.6% | 0.117% | |
4/29/2024 | Commonwealth Equity Services LLC | 93,900 | $6.32M | 0.0% | -45.1% | 0.676% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 26,628 | $1.79M | 0.0% | -1.8% | 0.192% | |
4/29/2024 | Fiduciary Planning LLC | 72,765 | $4.90M | 1.9% | -7.0% | 0.527% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 223,399 | $15.04M | 0.1% | +7.8% | 1.631% | |
4/24/2024 | Essex Financial Services Inc. | 12,205 | $822K | 0.1% | +161.1% | 0.089% | |
4/23/2024 | Global Retirement Partners LLC | 4,224 | $284K | 0.0% | +3.9% | 0.031% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 696,419 | $46.89M | 0.1% | -2.1% | 5.083% | |
4/22/2024 | Raymond James & Associates | 312,070 | $21.01M | 0.0% | +11.1% | 2.278% | |
4/19/2024 | PCG Wealth Advisors LLC | 31,685 | $2.13M | 1.0% | -20.0% | 0.236% | |
4/19/2024 | Arvest Investments Inc. | 27,382 | $1.84M | 0.3% | -9.0% | 0.204% | |
4/16/2024 | Pinnacle Bancorp Inc. | 400 | $27K | 0.0% | N/A | 0.003% | |
4/16/2024 | RiverTree Advisors LLC | 51,516 | $3.47M | 2.3% | -5.9% | 0.384% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 9,440 | $636K | 0.0% | +82.2% | 0.070% | |
4/15/2024 | Hobart Private Capital LLC | 43,057 | $2.90M | 0.9% | N/A | 0.327% | |
4/13/2024 | Parkside Investments LLC | 73,445 | $4.95M | 0.8% | N/A | 0.559% | |
4/12/2024 | Ignite Planners LLC | 4,678 | $313K | 0.1% | -16.5% | 0.036% | |
4/12/2024 | Global Assets Advisory LLC | 508,762 | $34.26M | 0.1% | N/A | 3.869% | |
4/12/2024 | Southland Equity Partners LLC | 7,215 | $486K | 0.1% | N/A | 0.055% | |
4/11/2024 | International Assets Investment Management LLC | 5,008 | $335K | 0.0% | -14.2% | 0.038% | |
4/11/2024 | RFG Advisory LLC | 52,819 | $3.56M | 0.1% | +61.1% | 0.402% | |
4/5/2024 | NBC Securities Inc. | 8,649 | $582K | 0.1% | -6.4% | 0.077% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 11,056 | $639K | 0.0% | -10.2% | 0.098% | |
2/16/2024 | Harbour Investments Inc. | 93,590 | $5.41M | 0.2% | +9.6% | 0.832% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 21,814 | $1.26M | 0.5% | +9.4% | 0.194% | |
2/15/2024 | Comerica Bank | 19,488 | $1.13M | 0.0% | +17.7% | 0.173% | |
2/14/2024 | Barometer Capital Management Inc. | 10,600 | $613K | 0.2% | -30.3% | 0.094% | |
2/14/2024 | VitalStone Financial LLC | 6,613 | $382K | 0.3% | +11.2% | 0.059% | |
2/13/2024 | Lokken Investment Group LLC | 51,923 | $3.00M | 1.7% | +2.6% | 0.462% | |
2/12/2024 | Stifel Financial Corp | 83,333 | $4.82M | 0.0% | -7.0% | 0.741% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 10,521 | $609K | 0.0% | +2.7% | 0.094% | |
2/9/2024 | Advisory Services Network LLC | 13,889 | $803K | 0.0% | -38.0% | 0.123% | |
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2/9/2024 | Cambridge Investment Research Advisors Inc. | 207,225 | $11.99M | 0.1% | -6.3% | 1.842% | |
2/9/2024 | Assetmark Inc. | 10,982 | $635K | 0.0% | +158.2% | 0.098% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 3,999 | $231K | 0.0% | -54.9% | 0.036% | |
2/9/2024 | UBS Group AG | 547,735 | $31.68M | 0.0% | +9.8% | 4.869% | |
2/8/2024 | Financial Advocates Investment Management | 5,031 | $291K | 0.0% | -77.8% | 0.045% | |
2/8/2024 | Alpha Omega Group Inc. | 132,636 | $7.67M | 13.4% | -0.7% | 1.179% | |
2/7/2024 | Avantax Advisory Services Inc. | 92,011 | $5.32M | 0.1% | +12.2% | 0.818% | |
2/7/2024 | Theory Financial LLC | 71,437 | $4.13M | 2.2% | +3.0% | 0.635% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 12,383 | $716K | 0.0% | +11.2% | 0.110% | |
2/7/2024 | NBC Securities Inc. | 9,237 | $534K | 0.1% | -3.5% | 0.082% | |