4/25/2024 | Cambridge Investment Research Advisors Inc. | 148,569 | $4.78M | 0.0% | +152.5% | 0.609% | |
4/23/2024 | TriaGen Wealth Management LLC | 459,553 | $14.79M | 6.1% | +51.9% | 1.883% | |
4/23/2024 | KLR Investment Advisors LLC | 51,499 | $1.60M | 1.1% | N/A | 0.211% | |
4/23/2024 | OxenFree Capital LLC | 29,072 | $936K | 0.9% | +6.6% | 0.119% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 544,926 | $17.54M | 0.0% | -5.2% | 2.233% | |
4/18/2024 | Silverlake Wealth Management LLC | 10,585 | $341K | 0.2% | -9.9% | 0.074% | |
|
4/12/2024 | Whitaker Myers Wealth Managers LTD. | 18,792 | $605K | 0.3% | +4.9% | 0.131% | |
4/12/2024 | Southland Equity Partners LLC | 18,209 | $586K | 0.2% | +11.4% | 0.126% | |
4/11/2024 | Royal Fund Management LLC | 88,617 | $2.85M | 0.3% | +20.5% | 0.615% | |
3/5/2024 | Slagle Financial LLC | 31,684 | $974K | 0.1% | +179.8% | 0.220% | |
2/13/2024 | Cetera Advisor Networks LLC | 178,905 | $5.50M | 0.0% | +16.0% | 1.242% | |
2/12/2024 | Goldstein Advisors LLC | 418,472 | $12.86M | 2.2% | +4.0% | 2.906% | |
2/12/2024 | Cape Investment Advisory Inc. | 1,316 | $40K | 0.0% | N/A | 0.009% | |
2/9/2024 | Advisory Services Network LLC | 5,830 | $179K | 0.0% | N/A | 0.040% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 58,835 | $1.81M | 0.0% | +61.7% | 0.409% | |
2/9/2024 | Franklin Resources Inc. | 50,186 | $1.54M | 0.0% | +1.3% | 0.349% | |
2/9/2024 | CreativeOne Wealth LLC | 29,160 | $896K | 0.1% | +20.9% | 0.203% | |
2/9/2024 | Thoroughbred Financial Services LLC | 168,395 | $5.18M | 0.4% | +25.0% | 1.169% | |
2/8/2024 | Financial Advocates Investment Management | 43,142 | $1.33M | 0.1% | -48.5% | 0.300% | |
2/8/2024 | Janney Montgomery Scott LLC | 85,761 | $2.64M | 0.0% | +293.0% | 0.596% | |
2/7/2024 | Avantax Advisory Services Inc. | 7,387 | $227K | 0.0% | N/A | 0.051% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 170,177 | $5.23M | 0.2% | -8.2% | 1.182% | |
2/6/2024 | Private Advisor Group LLC | 127,743 | $3.93M | 0.0% | -34.4% | 0.887% | |
2/6/2024 | Royal Fund Management LLC | 73,514 | $2.26M | 0.3% | +16.3% | 0.511% | |
2/6/2024 | Smart Money Group LLC | 165,099 | $5.08M | 2.2% | +6.1% | 1.147% | |
2/5/2024 | Kestra Private Wealth Services LLC | 226,140 | $6.95M | 0.2% | +74.9% | 1.570% | |
2/5/2024 | Birchcreek Wealth Management LLC | 16,670 | $512K | 0.3% | +25.1% | 0.116% | |
2/2/2024 | Atria Wealth Solutions Inc. | 52,750 | $1.62M | 0.0% | +47.6% | 0.366% | |
2/1/2024 | CWM LLC | 719,569 | $22.12M | 0.1% | +12.9% | 4.997% | |
1/31/2024 | J.W. Cole Advisors Inc. | 18,918 | $582K | 0.0% | +148.9% | 0.131% | |
1/30/2024 | Avior Wealth Management LLC | 12,477 | $384K | 0.0% | -45.0% | 0.087% | |
1/29/2024 | OxenFree Capital LLC | 27,261 | $838K | 0.9% | N/A | 0.189% | |
1/24/2024 | Stratos Wealth Partners LTD. | 8,145 | $250K | 0.0% | N/A | 0.057% | |
1/24/2024 | Private Trust Co. NA | 4,902 | $151K | 0.0% | +19.0% | 0.034% | |
1/23/2024 | WealthShield Partners LLC | 6,318 | $194K | 0.0% | -6.7% | 0.044% | |
1/23/2024 | LMG Wealth Partners LLC | 181,808 | $5.59M | 1.6% | +12.0% | 1.263% | |
1/23/2024 | TriaGen Wealth Management LLC | 302,592 | $9.30M | 4.4% | -26.7% | 2.101% | |
1/22/2024 | Silverlake Wealth Management LLC | 11,754 | $361K | 0.2% | +23.4% | 0.082% | |
1/22/2024 | Zimmermann Investment Management & Planning LLC | 8,589 | $264K | 0.1% | -72.8% | 0.060% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 574,676 | $17.67M | 0.0% | +10.9% | 3.991% | |
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1/16/2024 | Raymond James & Associates | 36,700 | $1.13M | 0.0% | +68.9% | 0.255% | |
1/16/2024 | Retirement Planning Group LLC | 1,394,645 | $42.87M | 3.8% | +3.5% | 9.685% | |
1/12/2024 | Mutual Advisors LLC | 98,071 | $3.02M | 0.1% | +8.4% | 0.681% | |
1/12/2024 | Burns Matteson Capital Management LLC | 10,976 | $337K | 0.2% | -11.0% | 0.076% | |
1/12/2024 | Whitaker Myers Wealth Managers LTD. | 17,921 | $551K | 0.3% | +4.5% | 0.124% | |
1/10/2024 | Cornerstone Wealth Management LLC | 16,325 | $502K | 0.0% | +14.1% | 0.113% | |
1/10/2024 | Vickerman Investment Advisors Inc. | 294,394 | $9.05M | 3.1% | -6.7% | 2.044% | |
1/9/2024 | Defined Wealth Management LLC | 116,853 | $3.59M | 2.8% | +3.0% | 0.811% | |
1/9/2024 | Southland Equity Partners LLC | 16,340 | $502K | 0.2% | +66.4% | 0.113% | |
11/16/2023 | Owen LaRue LLC | 76,963 | $2.15M | 2.4% | +6.5% | 0.534% | |
11/14/2023 | Mutual Advisors LLC | 90,466 | $2.53M | 0.1% | N/A | 0.628% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 185,412 | $5.18M | 0.3% | -8.4% | 1.288% | |
11/13/2023 | Mariner LLC | 164,502 | $4.59M | 0.0% | N/A | 1.142% | |
11/13/2023 | LPL Financial LLC | 2,869,537 | $80.09M | 0.1% | +9.0% | 19.927% | |
11/13/2023 | Kestra Advisory Services LLC | 19,876 | $555K | 0.0% | -14.7% | 0.138% | |
11/8/2023 | Janney Montgomery Scott LLC | 21,822 | $609K | 0.0% | +2.6% | 0.152% | |
11/8/2023 | Atria Wealth Solutions Inc. | 35,744 | $998K | 0.0% | +91.2% | 0.248% | |
11/8/2023 | Sowell Financial Services LLC | 12,318 | $344K | 0.0% | +19.6% | 0.086% | |
11/8/2023 | Kestra Private Wealth Services LLC | 129,265 | $3.61M | 0.1% | N/A | 0.898% | |
11/3/2023 | Private Advisor Group LLC | 194,806 | $5.44M | 0.0% | +32.2% | 1.353% | |
11/2/2023 | Vickerman Investment Advisors Inc. | 315,563 | $8.81M | 3.6% | +4.5% | 2.191% | |
10/31/2023 | Zimmermann Investment Management & Planning LLC | 31,598 | $882K | 0.4% | -78.6% | 0.219% | |
10/30/2023 | Perigon Wealth Management LLC | 47,876 | $1.34M | 0.1% | +22.7% | 0.332% | |
10/27/2023 | Financial Advocates Investment Management | 83,769 | $2.34M | 0.2% | -34.9% | 0.582% | |
10/25/2023 | Retirement Planning Group LLC | 1,347,522 | $37.61M | 4.0% | +1.4% | 9.358% | |
10/24/2023 | Bank of New York Mellon Corp | 10,657 | $297K | 0.0% | -18.5% | 0.074% | |
10/24/2023 | Defined Wealth Management LLC | 113,414 | $3.17M | 2.7% | +2.4% | 0.788% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 518,229 | $14.46M | 0.0% | +14.7% | 3.599% | |
10/24/2023 | Raymond James & Associates | 21,728 | $606K | 0.0% | N/A | 0.151% | |
10/24/2023 | Birchcreek Wealth Management LLC | 13,322 | $372K | 0.3% | N/A | 0.093% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 36,386 | $1.02M | 0.0% | +318.7% | 0.253% | |
10/23/2023 | TriaGen Wealth Management LLC | 413,052 | $11.53M | 5.9% | +5.8% | 2.868% | |
10/23/2023 | Commonwealth Equity Services LLC | 15,867 | $443K | 0.0% | +81.7% | 0.110% | |
10/18/2023 | Goldstein Advisors LLC | 402,546 | $11.24M | 2.3% | +8.2% | 2.795% | |
10/18/2023 | Koshinski Asset Management Inc. | 96,605 | $2.70M | 0.3% | +43.3% | 0.671% | |
10/18/2023 | Private Trust Co. NA | 4,118 | $115K | 0.0% | +39.0% | 0.029% | |
10/17/2023 | CreativeOne Wealth LLC | 24,125 | $673K | 0.0% | -27.6% | 0.168% | |
10/17/2023 | Royal Fund Management LLC | 63,208 | $1.76M | 0.2% | +8.7% | 0.439% | |
10/17/2023 | Avior Wealth Management LLC | 22,693 | $633K | 0.0% | +11.5% | 0.158% | |
10/16/2023 | LMG Wealth Partners LLC | 162,383 | $4.53M | 1.4% | +66.6% | 1.128% | |
10/12/2023 | IFP Advisors Inc | 15,204 | $424K | 0.0% | N/A | 0.106% | |
10/11/2023 | AE Wealth Management LLC | 79,968 | $2.23M | 0.0% | +734.9% | 0.555% | |
10/11/2023 | CWM LLC | 637,094 | $17.78M | 0.1% | +11.6% | 4.424% | |
10/10/2023 | Silverlake Wealth Management LLC | 9,526 | $266K | 0.1% | +22.7% | 0.066% | |
10/5/2023 | Whitaker Myers Wealth Managers LTD. | 17,145 | $479K | 0.3% | +3.6% | 0.119% | |
8/14/2023 | Slagle Financial LLC | 9,467 | $277K | 0.2% | N/A | 0.066% | |
8/14/2023 | Resurgent Financial Advisors LLC | 11,558 | $338K | 0.2% | N/A | 0.080% | |
8/11/2023 | Kestra Advisory Services LLC | 23,314 | $681K | 0.0% | +35.1% | 0.162% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 202,350 | $5.92M | 0.4% | N/A | 1.405% | |
8/10/2023 | Owen LaRue LLC | 72,232 | $2.12M | 2.2% | N/A | 0.502% | |
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8/10/2023 | Private Advisor Group LLC | 147,331 | $4.31M | 0.0% | +64.4% | 1.023% | |
8/10/2023 | Cetera Advisor Networks LLC | 161,563 | $4.72M | 0.0% | +1,147.8% | 1.122% | |
8/10/2023 | Cetera Investment Advisers | 23,125 | $676K | 0.0% | +19.6% | 0.161% | |
8/8/2023 | Financial Partners Group Inc | 264,161 | $7.72M | 1.6% | +9.4% | 1.834% | |
8/3/2023 | Atria Wealth Solutions Inc. | 18,692 | $546K | 0.0% | +9.2% | 0.187% | |
8/3/2023 | Thoroughbred Financial Services LLC | 78,067 | $2.28M | 0.3% | +13.6% | 0.781% | |
8/3/2023 | CWM LLC | 570,882 | $16.69M | 0.1% | +5.3% | 5.709% | |
8/3/2023 | WealthShield Partners LLC | 6,761 | $198K | 0.0% | N/A | 0.068% | |
8/2/2023 | Perigon Wealth Management LLC | 39,033 | $1.14M | 0.0% | N/A | 0.390% | |
8/2/2023 | Sigma Planning Corp | 15,500 | $453K | 0.0% | N/A | 0.155% | |