7/26/2024 | Walkner Condon Financial Advisors LLC | 93,196 | $2.65M | 0.6% | -18.5% | 2.167% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 18,430 | $524K | 0.1% | -2.3% | 0.429% | |
7/26/2024 | Bank of New York Mellon Corp | 67,467 | $1.92M | 0.0% | -4.3% | 1.569% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 4,962 | $141K | 0.0% | -16.7% | 0.115% | |
7/22/2024 | Atria Wealth Solutions Inc. | 41,495 | $1.18M | 0.0% | -11.6% | 0.965% | |
7/22/2024 | Focus Financial Network Inc. | 12,886 | $370K | 0.0% | -5.9% | 0.300% | |
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7/15/2024 | RFG Advisory LLC | 8,114 | $231K | 0.0% | -43.8% | 0.187% | |
7/10/2024 | Simplicity Wealth LLC | 34,389 | $977K | 0.0% | -1.6% | 0.791% | |
5/24/2024 | Cetera Advisors LLC | 21,822 | $628K | 0.0% | +46.2% | 0.485% | |
5/24/2024 | Cetera Investment Advisers | 112,257 | $3.23M | 0.0% | -42.7% | 2.495% | |
5/17/2024 | Vima LLC | 28,165 | $837K | 0.2% | -13.7% | 0.626% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 10,626 | $306K | 0.0% | N/A | 0.236% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 41,819 | $1.20M | 0.2% | N/A | 0.929% | |
5/16/2024 | Jane Street Group LLC | 323,350 | $9.31M | 0.0% | +180.0% | 7.186% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 22,325 | $641K | 0.0% | +59.0% | 0.496% | |
5/14/2024 | CreativeOne Wealth LLC | 14,992 | $431K | 0.0% | +64.9% | 0.333% | |
5/7/2024 | PFG Advisors | 10,489 | $302K | 0.0% | -15.5% | 0.238% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 34,504 | $993K | 0.0% | -22.3% | 0.784% | |
5/1/2024 | StoneX Group Inc. | 22,940 | $660K | 0.1% | -26.2% | 0.510% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 5,956 | $171K | 0.0% | -39.1% | 0.132% | |
4/30/2024 | Commonwealth Equity Services LLC | 50,383 | $1.45M | 0.0% | -19.7% | 1.120% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 12,862 | $370K | 0.0% | -52.2% | 0.286% | |
4/29/2024 | Horizon Advisory Services Inc. | 610,655 | $17.58M | 8.2% | N/A | 13.570% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 51,777 | $1.49M | 0.0% | -35.2% | 1.138% | |
4/24/2024 | Simplicity Wealth LLC | 34,960 | $1.01M | 0.0% | N/A | 0.768% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 90,596 | $2.61M | 0.0% | +5.4% | 1.991% | |
4/18/2024 | Iams Wealth Management LLC | 40,513 | $1.15M | 0.7% | +9.1% | 0.890% | |
4/11/2024 | RFG Advisory LLC | 14,427 | $415K | 0.0% | +3.5% | 0.291% | |
4/10/2024 | Park Avenue Securities LLC | 16,712 | $481K | 0.0% | -45.4% | 0.338% | |
4/10/2024 | Signal Advisors Wealth LLC | 9,663 | $278K | 0.1% | +5.0% | 0.195% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 26,057 | $713K | 0.5% | N/A | 0.465% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 14,044 | $384K | 0.0% | -37.1% | 0.251% | |
3/8/2024 | ICA Group Wealth Management LLC | 4,239 | $116K | 0.0% | N/A | 0.076% | |
3/4/2024 | Tucker Asset Management LLC | 1,176 | $32K | 0.0% | -25.2% | 0.021% | |
3/4/2024 | Vima LLC | 32,622 | $892K | 2.0% | N/A | 0.583% | |
2/13/2024 | Cetera Advisor Networks LLC | 171,279 | $4.68M | 0.0% | -3.4% | 3.059% | |
2/12/2024 | Scotia Capital Inc. | 22,869 | $625K | 0.0% | -9.1% | 0.408% | |
2/12/2024 | StoneX Group Inc. | 31,082 | $850K | 0.1% | -2.8% | 0.555% | |
2/12/2024 | Focus Financial Network Inc. ADV | 19,749 | $540K | 0.0% | N/A | 0.353% | |
2/9/2024 | Orion Portfolio Solutions LLC | 44,362 | $1.22M | 0.0% | +19.1% | 0.792% | |
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2/9/2024 | Cambridge Investment Research Advisors Inc. | 79,859 | $2.18M | 0.0% | +7.4% | 1.426% | |
2/9/2024 | Assetmark Inc. | 27,555 | $754K | 0.0% | +77.6% | 0.492% | |
2/9/2024 | CreativeOne Wealth LLC | 9,091 | $249K | 0.0% | N/A | 0.162% | |
2/7/2024 | Avantax Advisory Services Inc. | 111,921 | $3.06M | 0.0% | -7.0% | 1.999% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 44,397 | $1.21M | 0.0% | -3.7% | 0.793% | |
2/7/2024 | Iams Wealth Management LLC | 37,122 | $1.02M | 0.7% | -18.9% | 0.663% | |
2/7/2024 | Principal Securities Inc. | 1,267 | $35K | 0.0% | N/A | 0.023% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 26,930 | $737K | 0.0% | +14.2% | 0.481% | |
2/6/2024 | Great Valley Advisor Group Inc. | 8,811 | $241K | 0.0% | -24.2% | 0.157% | |
2/5/2024 | Kestra Private Wealth Services LLC | 41,357 | $1.13M | 0.0% | -11.5% | 0.739% | |
2/2/2024 | Atria Wealth Solutions Inc. | 58,961 | $1.61M | 0.0% | +4.9% | 1.053% | |
2/1/2024 | Larson Financial Group LLC | 1,326 | $36K | 0.0% | +1,557.5% | 0.024% | |
1/29/2024 | NewEdge Wealth LLC | 33,733 | $923K | 0.0% | -4.6% | 0.592% | |
1/25/2024 | International Assets Investment Management LLC | 105,298 | $2.88M | 0.0% | N/A | 1.847% | |
1/24/2024 | Stratos Wealth Partners LTD. | 27,314 | $747K | 0.0% | +1.8% | 0.479% | |
1/24/2024 | Allworth Financial LP | 15,270 | $418K | 0.0% | -22.2% | 0.268% | |
1/24/2024 | International Assets Investment Management LLC | 105,298 | $2.88M | 0.0% | N/A | 1.847% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 96,475 | $2.64M | 0.6% | +818.5% | 1.693% | |
1/19/2024 | PFG Advisors | 12,413 | $339K | 0.0% | -7.0% | 0.216% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 14,604 | $399K | 0.1% | N/A | 0.254% | |
1/18/2024 | Global Retirement Partners LLC | 18,450 | $512K | 0.0% | +9.4% | 0.321% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 85,955 | $2.35M | 0.0% | -1.7% | 1.495% | |
1/11/2024 | Ausdal Financial Partners Inc. | 66,040 | $1.81M | 0.2% | -7.4% | 1.149% | |
1/9/2024 | IFP Advisors Inc | 72,368 | $1.98M | 0.1% | +8.1% | 1.259% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 22,325 | $641K | 0.0% | +33.8% | 0.375% | |
11/16/2023 | Harbour Investments Inc. | 9,413 | $270K | 0.0% | -19.0% | 0.158% | |
11/16/2023 | Maripau Wealth Management LLC | 10,845 | $311K | 0.3% | -12.7% | 0.182% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 82,864 | $2.38M | 0.0% | -27.0% | 1.393% | |
11/15/2023 | Scotia Capital Inc. | 25,169 | $722K | 0.0% | +12.9% | 0.423% | |
11/13/2023 | Jaffetilchin Investment Partners LLC | 18,794 | $539K | 0.1% | +9.9% | 0.316% | |
11/13/2023 | LPL Financial LLC | 400,514 | $11.50M | 0.0% | -8.7% | 6.731% | |
11/13/2023 | Envestnet Asset Management Inc. | 681,360 | $19.56M | 0.0% | -5.1% | 11.451% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 46,098 | $1.32M | 0.0% | N/A | 0.775% | |
11/13/2023 | Kestra Advisory Services LLC | 29,556 | $848K | 0.0% | -73.9% | 0.497% | |
11/8/2023 | Ausdal Financial Partners Inc. | 71,332 | $2.05M | 0.3% | +13.0% | 1.199% | |
11/8/2023 | HighTower Advisors LLC | 237,413 | $6.82M | 0.0% | +58.7% | 3.990% | |
11/8/2023 | Atria Wealth Solutions Inc. | 56,217 | $1.61M | 0.0% | -7.5% | 0.945% | |
11/8/2023 | Avantax Advisory Services Inc. | 120,365 | $3.45M | 0.0% | -2.0% | 2.023% | |
11/8/2023 | Kestra Private Wealth Services LLC | 46,709 | $1.34M | 0.0% | -28.9% | 0.785% | |
11/6/2023 | Authentikos Wealth Advisory LLC | 98,742 | $2.83M | 2.7% | -8.3% | 1.660% | |
11/1/2023 | Orion Portfolio Solutions LLC | 37,249 | $1.07M | 0.0% | +39.8% | 0.626% | |
10/31/2023 | Allworth Financial LP | 19,627 | $563K | 0.0% | -1.9% | 0.330% | |
10/27/2023 | Assetmark Inc. | 15,517 | $445K | 0.0% | +258.3% | 0.261% | |
10/26/2023 | Park Avenue Securities LLC | 32,552 | $934K | 0.0% | +53.3% | 0.547% | |
10/24/2023 | Bank of New York Mellon Corp | 122,288 | $3.51M | 0.0% | -2.1% | 2.038% | |
10/24/2023 | Stratos Wealth Partners LTD. | 26,844 | $770K | 0.0% | -11.1% | 0.447% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 87,452 | $2.51M | 0.0% | +1.2% | 1.458% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 74,343 | $2.13M | 0.0% | +11.1% | 1.239% | |
10/23/2023 | Commonwealth Equity Services LLC | 53,917 | $1.55M | 0.0% | +17.3% | 0.899% | |
10/17/2023 | Avior Wealth Management LLC | 11,422 | $328K | 0.0% | -9.2% | 0.190% | |
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10/16/2023 | RFG Advisory LLC | 13,840 | $397K | 0.0% | +2.8% | 0.231% | |
10/13/2023 | PFG Advisors | 13,346 | $383K | 0.0% | -6.1% | 0.222% | |
10/13/2023 | Global Retirement Partners LLC | 16,864 | $470K | 0.0% | +893.2% | 0.281% | |
10/12/2023 | IFP Advisors Inc | 66,961 | $1.92M | 0.1% | -8.9% | 1.116% | |
10/11/2023 | AE Wealth Management LLC | 363,717 | $10.44M | 0.1% | +1.8% | 6.062% | |
10/10/2023 | Centennial Wealth Advisory LLC | 7,196 | $207K | 0.1% | N/A | 0.120% | |
8/17/2023 | Coppell Advisory Solutions LLC | 37,403 | $1.05M | 0.3% | +5.1% | 0.598% | |
8/14/2023 | IFP Advisors Inc | 73,536 | $2.07M | 0.1% | -2.2% | 1.177% | |
8/11/2023 | Kestra Advisory Services LLC | 113,131 | $3.19M | 0.0% | -65.1% | 1.810% | |
8/11/2023 | FSB Premier Wealth Management Inc. | 14,332 | $404K | 0.2% | +66.6% | 0.229% | |