4/24/2024 | Spire Wealth Management | 1,119 | $41K | 0.0% | +80.8% | 0.005% | |
4/23/2024 | Sweet Financial Partners LLC | 28,581 | $1.04M | 0.2% | -12.2% | 0.140% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 9,709 | $354K | 0.0% | -11.4% | 0.048% | |
4/23/2024 | Gradient Investments LLC | 113,901 | $4.15M | 0.1% | +81.8% | 0.558% | |
4/23/2024 | Strategic Blueprint LLC | 9,574 | $349K | 0.0% | -5.4% | 0.047% | |
4/23/2024 | Gerber LLC | 122,206 | $4.45M | 3.7% | -0.9% | 0.599% | |
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4/22/2024 | Strategic Financial Concepts LLC | 6,855 | $250K | 0.1% | N/A | 0.034% | |
4/17/2024 | Fiduciary Alliance LLC | 21,712 | $772K | 0.1% | -27.7% | 0.106% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 27,887 | $1.02M | 0.0% | -2.9% | 0.137% | |
4/15/2024 | Brookstone Capital Management | 20,680 | $754K | 0.0% | +49.2% | 0.091% | |
4/12/2024 | AdvisorNet Financial Inc | 15,161 | $552K | 0.1% | +14.3% | 0.067% | |
4/12/2024 | First PREMIER Bank | 3,020 | $110K | 0.0% | -23.0% | 0.013% | |
4/9/2024 | Mather Group LLC. | 977 | $36K | 0.0% | N/A | 0.004% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,326 | $40K | 0.0% | N/A | 0.006% | |
3/6/2024 | SageView Advisory Group LLC | 39,803 | $1.19M | 0.0% | N/A | 0.175% | |
3/5/2024 | Gerber LLC | 123,311 | $3.68M | 3.3% | N/A | 0.543% | |
3/1/2024 | Creekmur Asset Management LLC | 11,821 | $353K | 0.1% | N/A | 0.052% | |
2/14/2024 | Barometer Capital Management Inc. | 19,400 | $579K | 0.2% | N/A | 0.085% | |
2/14/2024 | Visionary Wealth Advisors | 28,982 | $865K | 0.1% | -9.2% | 0.128% | |
2/14/2024 | VitalStone Financial LLC | 5,876 | $175K | 0.1% | +359.1% | 0.026% | |
2/14/2024 | Traction Financial Partners LLC | 31,006 | $926K | 0.6% | N/A | 0.137% | |
2/13/2024 | Per Stirling Capital Management LLC. | 11,984 | $358K | 0.1% | N/A | 0.053% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 11,166 | $319K | 0.2% | +5.2% | 0.049% | |
2/12/2024 | Laidlaw Wealth Management LLC | 21,103 | $630K | 0.2% | -28.4% | 0.093% | |
2/12/2024 | StoneX Group Inc. | 21,990 | $657K | 0.1% | -13.9% | 0.097% | |
2/12/2024 | Hilltop Holdings Inc. | 30,930 | $923K | 0.1% | N/A | 0.136% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 10,959 | $327K | 0.0% | -8.0% | 0.048% | |
2/9/2024 | HCR Wealth Advisors | 7,126 | $213K | 0.0% | N/A | 0.031% | |
2/9/2024 | SageView Advisory Group LLC | 39,803 | $1.19M | 0.0% | N/A | 0.175% | |
2/8/2024 | MY Wealth Management Inc. | 65,695 | $1.96M | 1.8% | -22.1% | 0.289% | |
2/8/2024 | Gainplan LLC | 24,615 | $735K | 0.4% | -61.1% | 0.108% | |
2/8/2024 | Financial Advocates Investment Management | 15,404 | $460K | 0.0% | -44.7% | 0.068% | |
2/8/2024 | Janney Montgomery Scott LLC | 57,532 | $1.72M | 0.0% | +1.0% | 0.253% | |
2/7/2024 | Integrity Financial Corp WA | 14,941 | $446K | 0.3% | -5.9% | 0.066% | |
2/6/2024 | Private Advisor Group LLC | 6,999 | $209K | 0.0% | N/A | 0.031% | |
2/6/2024 | NTV Asset Management LLC | 28,284 | $844K | 0.1% | -9.0% | 0.125% | |
2/6/2024 | Merit Financial Group LLC | 126,810 | $3.79M | 0.1% | -8.9% | 0.559% | |
2/5/2024 | Kestra Private Wealth Services LLC | 7,446 | $222K | 0.0% | N/A | 0.033% | |
2/2/2024 | Truist Financial Corp | 6,809 | $203K | 0.0% | N/A | 0.030% | |
2/2/2024 | Florin Court Capital LLP | 58,700 | $1.75M | 1.9% | N/A | 0.259% | |
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2/2/2024 | Atria Wealth Solutions Inc. | 14,426 | $431K | 0.0% | N/A | 0.064% | |
1/31/2024 | Western Wealth Management LLC | 14,535 | $434K | 0.0% | +8.7% | 0.064% | |
1/31/2024 | Roman Butler Fullerton & Co. | 7,671 | $210K | 0.1% | N/A | 0.034% | |
1/30/2024 | Sfmg LLC | 61,969 | $1.85M | 0.2% | +1.4% | 0.273% | |
1/30/2024 | PCG Wealth Advisors LLC | 9,180 | $274K | 0.2% | N/A | 0.040% | |
1/29/2024 | Q3 Asset Management | 207,551 | $5.70M | 1.4% | N/A | 0.914% | |
1/25/2024 | Price Capital Management Inc. | 78,400 | $2.34M | 1.0% | N/A | 0.345% | |
1/24/2024 | Stratos Wealth Partners LTD. | 9,154 | $273K | 0.0% | N/A | 0.040% | |
1/24/2024 | Allworth Financial LP | 2,270 | $68K | 0.0% | -48.3% | 0.010% | |
1/24/2024 | Emerald Advisors LLC | 7,790 | $233K | 0.0% | N/A | 0.034% | |
1/23/2024 | CPR Investments Inc. | 22,869 | $683K | 0.7% | N/A | 0.101% | |
1/19/2024 | AdvisorNet Financial Inc | 13,261 | $396K | 0.0% | -35.6% | 0.058% | |
1/18/2024 | Gradient Investments LLC | 62,648 | $1.87M | 0.0% | +100.4% | 0.276% | |
1/17/2024 | Fiduciary Alliance LLC | 30,037 | $897K | 0.2% | +8.1% | 0.132% | |
1/17/2024 | First PREMIER Bank | 3,920 | $117K | 0.0% | -21.3% | 0.017% | |
1/16/2024 | HBW Advisory Services LLC | 6,299 | $188K | 0.0% | N/A | 0.028% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 22,761 | $679K | 0.0% | -11.3% | 0.100% | |
1/16/2024 | Raymond James & Associates | 19,956 | $596K | 0.0% | -9.8% | 0.088% | |
1/12/2024 | Sweet Financial Partners LLC | 32,566 | $972K | 0.2% | -7.2% | 0.143% | |
1/12/2024 | CX Institutional | 441,348 | $13.17M | 0.7% | -14.9% | 1.944% | |
1/12/2024 | Advisor Resource Council | 10,869 | $324K | 0.0% | N/A | 0.048% | |
1/12/2024 | Apeiron RIA LLC | 7,272 | $217K | 0.1% | N/A | 0.032% | |
1/11/2024 | Worth Asset Management LLC | 32,723 | $977K | 0.7% | N/A | 0.144% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 37,493 | $1.07M | 0.0% | +214.6% | 0.165% | |
11/13/2023 | Mariner LLC | 54,554 | $1.09M | 0.0% | -32.4% | 0.240% | |
11/13/2023 | Visionary Wealth Advisors | 31,912 | $636K | 0.1% | +4.1% | 0.141% | |
11/13/2023 | LPL Financial LLC | 663,073 | $13.22M | 0.0% | +0.8% | 2.921% | |
11/13/2023 | Provence Wealth Management Group | 1,847 | $37K | 0.0% | N/A | 0.008% | |
11/13/2023 | Laidlaw Wealth Management LLC | 29,489 | $588K | 0.2% | -14.1% | 0.130% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 62,092 | $1.24M | 0.0% | +1.1% | 0.274% | |
11/9/2023 | Manchester Capital Management LLC | 1,350 | $27K | 0.0% | +800.0% | 0.006% | |
11/8/2023 | HighTower Advisors LLC | 135,579 | $2.70M | 0.0% | +1.4% | 0.597% | |
11/8/2023 | Janney Montgomery Scott LLC | 56,972 | $1.14M | 0.0% | -3.8% | 0.251% | |
11/8/2023 | Eagle Strategies LLC | 36,452 | $726K | 0.2% | +6.8% | 0.161% | |
11/8/2023 | Western Wealth Management LLC | 13,375 | $267K | 0.0% | -8.3% | 0.059% | |
11/7/2023 | Merit Financial Group LLC | 139,212 | $2.77M | 0.1% | -2.0% | 0.613% | |
11/6/2023 | PFG Investments LLC | 21,871 | $436K | 0.1% | -8.9% | 0.096% | |
11/6/2023 | Sfmg LLC | 61,138 | $1.22M | 0.1% | +2.7% | 0.269% | |
11/6/2023 | NTV Asset Management LLC | 31,085 | $620K | 0.1% | +6.6% | 0.137% | |
11/6/2023 | Lincoln National Corp | 13,011 | $259K | 0.0% | +6.6% | 0.057% | |
11/4/2023 | Strategic Wealth Investment Group LLC | 41,876 | $835K | 0.2% | -1.4% | 0.184% | |
11/1/2023 | Wealthfront Advisers LLC | 20,572 | $410K | 0.0% | -3.9% | 0.091% | |
11/1/2023 | Nwam LLC | 55,208 | $1.10M | 0.1% | -6.9% | 0.243% | |
10/27/2023 | Financial Advocates Investment Management | 27,849 | $555K | 0.0% | +25.3% | 0.123% | |
10/27/2023 | Gradient Investments LLC | 31,267 | $623K | 0.0% | +34.2% | 0.138% | |
10/24/2023 | Legacy Financial Group LLC | 1,361 | $27K | 0.0% | N/A | 0.006% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 25,674 | $512K | 0.0% | -9.5% | 0.113% | |
10/24/2023 | Raymond James & Associates | 22,133 | $441K | 0.0% | -8.5% | 0.098% | |
10/23/2023 | Commonwealth Equity Services LLC | 523,735 | $10.44M | 0.0% | -0.3% | 2.307% | |
10/18/2023 | Fiduciary Alliance LLC | 27,794 | $554K | 0.1% | +7.7% | 0.122% | |
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10/18/2023 | CX Institutional | 518,917 | $10.34M | 0.6% | -12.5% | 2.286% | |
10/12/2023 | IFP Advisors Inc | 26,744 | $533K | 0.0% | +111.5% | 0.118% | |
10/12/2023 | AdvisorNet Financial Inc | 20,579 | $410K | 0.0% | -28.6% | 0.091% | |
9/21/2023 | Barclays PLC | 95,681 | $2.18M | 0.0% | N/A | 0.422% | |
8/30/2023 | Western Wealth Management LLC | 14,593 | $332K | 0.0% | -19.8% | 0.064% | |
8/14/2023 | Resurgent Financial Advisors LLC | 3,326 | $76K | 0.1% | +16.8% | 0.015% | |
8/11/2023 | Westwood Holdings Group Inc. | 83,648 | $1.90M | 0.0% | -1.4% | 0.368% | |
8/11/2023 | Visionary Wealth Advisors | 30,649 | $697K | 0.1% | +2.3% | 0.135% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 61,399 | $1.40M | 0.0% | +3.1% | 0.270% | |
8/10/2023 | Commonwealth Equity Services LLC | 525,061 | $11.95M | 0.0% | +1.1% | 2.313% | |