4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 11,667 | $688K | 0.5% | -95.5% | 0.078% | |
4/25/2024 | Smith Chas P & Associates PA Cpas | 249,806 | $14.72M | 0.9% | -3.1% | 1.665% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 11,313 | $667K | 0.0% | +8.4% | 0.075% | |
4/15/2024 | Orgel Wealth Management LLC | 2,034,771 | $119.93M | 3.3% | N/A | 13.565% | |
4/15/2024 | Sunbelt Securities Inc. | 95,859 | $5.65M | 0.6% | -5.7% | 0.639% | |
4/12/2024 | Navalign LLC | 5,632 | $332K | 0.1% | -31.0% | 0.089% | |
|
4/8/2024 | Atlas Brown Inc. | 6,519 | $384K | 0.1% | +9.9% | 0.103% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 10,986 | $597K | 0.0% | N/A | 0.174% | |
3/1/2024 | Creekmur Asset Management LLC | 1,697 | $92K | 0.0% | N/A | 0.027% | |
2/16/2024 | Hobbs Group Advisors LLC | 11,956 | $650K | 0.3% | N/A | 0.190% | |
2/14/2024 | True Wealth Design LLC | 10,644 | $578K | 0.2% | -16.8% | 0.169% | |
2/14/2024 | Prudential PLC | 15,753 | $856K | 0.0% | +37.4% | 0.250% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,009,324 | $54.85M | 0.0% | +16.4% | 16.021% | |
2/12/2024 | TD Capital Management LLC | 3,598 | $195K | 0.0% | +27.6% | 0.057% | |
2/12/2024 | Madden Advisory Services Inc. | 20,827 | $1.13M | 0.6% | +5.8% | 0.331% | |
2/8/2024 | Independent Advisor Alliance | 20,791 | $1.13M | 0.0% | -1.5% | 0.330% | |
2/7/2024 | Principal Securities Inc. | 992 | $54K | 0.0% | N/A | 0.016% | |
2/6/2024 | Lincoln National Corp | 35,145 | $1.91M | 0.0% | +6.2% | 0.558% | |
2/6/2024 | Concord Wealth Partners | 925 | $50K | 0.0% | N/A | 0.015% | |
2/1/2024 | RWA Wealth Partners LLC | 14,834 | $806K | 0.0% | -6.4% | 0.235% | |
2/1/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 257,748 | $14.01M | 0.9% | +2,138.8% | 4.091% | |
2/1/2024 | Sigma Planning Corp | 4,024 | $219K | 0.0% | -49.7% | 0.064% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 6,630 | $360K | 0.1% | N/A | 0.105% | |
1/26/2024 | Cerity Partners LLC | 22,788 | $1.24M | 0.0% | -10.9% | 0.362% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 7,478 | $406K | 0.0% | +7.2% | 0.119% | |
1/24/2024 | Allworth Financial LP | 39,704 | $2.16M | 0.0% | +2.7% | 0.630% | |
1/23/2024 | LVZ Inc. | 41,500 | $2.26M | 0.3% | N/A | 0.659% | |
1/22/2024 | Parsons Capital Management Inc. RI | 3,685 | $200K | 0.0% | N/A | 0.058% | |
1/22/2024 | Weaver Consulting Group | 3,757 | $204K | 0.1% | N/A | 0.060% | |
1/18/2024 | Navalign LLC | 8,166 | $444K | 0.2% | -63.1% | 0.130% | |
1/18/2024 | Great Lakes Retirement Inc. | 266,195 | $14.47M | 2.4% | -15.2% | 4.225% | |
1/18/2024 | Altfest L J & Co. Inc. | 13,856 | $753K | 0.1% | -2.1% | 0.220% | |
1/17/2024 | OmniStar Financial Group Inc. | 21,938 | $1.19M | 1.5% | +1.4% | 0.348% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 4,545 | $247K | 0.0% | N/A | 0.072% | |
11/21/2023 | GUNN & Co INVESTMENT MANAGEMENT INC. | 11,513 | $568K | 0.5% | N/A | 0.183% | |
11/15/2023 | Lido Advisors LLC | 23,568 | $1.16M | 0.0% | -1.8% | 0.374% | |
11/13/2023 | True Wealth Design LLC | 12,791 | $631K | 0.2% | -7.8% | 0.203% | |
11/13/2023 | Mariner LLC | 17,239 | $850K | 0.0% | -2.7% | 0.274% | |
11/13/2023 | Madden Advisory Services Inc. | 19,692 | $971K | 0.6% | +26.6% | 0.313% | |
11/13/2023 | FMR LLC | 141,290 | $6.97M | 0.0% | +22.1% | 2.243% | |
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11/13/2023 | Envestnet Portfolio Solutions Inc. | 6,031 | $297K | 0.0% | N/A | 0.096% | |
11/13/2023 | Envestnet Asset Management Inc. | 867,014 | $42.74M | 0.0% | -10.3% | 13.762% | |
11/13/2023 | Prudential PLC | 11,463 | $565K | 0.0% | -35.0% | 0.182% | |
11/13/2023 | Kestra Advisory Services LLC | 336,210 | $16.57M | 0.2% | +26.8% | 5.337% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 6,974 | $344K | 0.0% | N/A | 0.111% | |
11/8/2023 | HighTower Advisors LLC | 14,139 | $697K | 0.0% | -20.1% | 0.224% | |
11/6/2023 | Lincoln National Corp | 33,104 | $1.63M | 0.0% | -10.9% | 0.525% | |
11/3/2023 | KCS Wealth Advisory | 30,523 | $1.51M | 0.6% | -48.8% | 0.484% | |
11/2/2023 | Smith Chas P & Associates PA Cpas | 259,128 | $12.77M | 0.9% | -5.5% | 4.113% | |
10/31/2023 | Allworth Financial LP | 38,644 | $1.91M | 0.0% | -6.6% | 0.613% | |
10/31/2023 | Tranquility Partners LLC | 5,026 | $248K | 0.1% | N/A | 0.080% | |
10/30/2023 | First Citizens Bank & Trust Co. | 8,439 | $416K | 0.0% | N/A | 0.134% | |
10/24/2023 | Independent Advisor Alliance | 21,109 | $1.04M | 0.0% | -1.7% | 0.335% | |
10/23/2023 | Commonwealth Equity Services LLC | 215,951 | $10.65M | 0.0% | +113.5% | 3.428% | |
10/17/2023 | Atlas Brown Inc. | 5,850 | $288K | 0.1% | +26.7% | 0.093% | |
10/12/2023 | IFP Advisors Inc | 729 | $36K | 0.0% | -26.1% | 0.012% | |
10/11/2023 | AE Wealth Management LLC | 46,544 | $2.29M | 0.0% | +23.4% | 0.739% | |
10/11/2023 | Navalign LLC | 22,156 | $1.09M | 0.4% | N/A | 0.352% | |
10/10/2023 | Halpern Financial Inc. | 800 | $39K | 0.0% | +60.0% | 0.013% | |
9/21/2023 | Halpern Financial Inc. | 500 | $25K | 0.0% | N/A | 0.008% | |
8/21/2023 | Osaic Holdings Inc. | 507,926 | $25.68M | 0.0% | +34.2% | 8.062% | |
8/16/2023 | Sunbelt Securities Inc. | 106,224 | $5.37M | 0.8% | +22.9% | 1.686% | |
8/14/2023 | Cerity Partners LLC | 25,966 | $1.31M | 0.0% | N/A | 0.412% | |
8/11/2023 | Biondo Investment Advisors LLC | 21,046 | $1.06M | 0.2% | +1.5% | 0.334% | |
8/11/2023 | Kestra Advisory Services LLC | 265,156 | $13.40M | 0.1% | -20.1% | 4.209% | |
8/10/2023 | Osaic Holdings Inc. | 507,926 | $25.68M | 0.0% | +34.2% | 8.062% | |
8/10/2023 | Commonwealth Equity Services LLC | 101,154 | $5.11M | 0.0% | +16.1% | 1.606% | |
8/10/2023 | Cetera Advisor Networks LLC | 7,357 | $372K | 0.0% | +22.8% | 0.117% | |
8/10/2023 | Cetera Investment Advisers | 39,985 | $2.02M | 0.0% | +9.2% | 0.635% | |
8/9/2023 | Spire Wealth Management | 2,728 | $138K | 0.0% | +10.8% | 0.043% | |
8/9/2023 | Altfest L J & Co. Inc. | 14,142 | $715K | 0.1% | -2.7% | 0.224% | |
8/9/2023 | Flow Traders U.S. LLC | 20,249 | $1.02M | 0.0% | N/A | 0.321% | |
8/9/2023 | Lido Advisors LLC | 24,001 | $1.21M | 0.0% | -2.7% | 0.381% | |
8/8/2023 | Kestra Private Wealth Services LLC | 7,032 | $355K | 0.0% | -15.0% | 0.112% | |
8/7/2023 | Lincoln National Corp | 37,137 | $1.88M | 0.0% | -1.8% | 0.589% | |
8/4/2023 | Envestnet Asset Management Inc. | 966,721 | $48.87M | 0.0% | +8.2% | 15.345% | |
8/4/2023 | IFP Advisors Inc | 987 | $32K | 0.0% | -37.3% | 0.016% | |
8/4/2023 | Adviser Investments LLC | 15,987 | $808K | 0.0% | -42.2% | 0.254% | |
8/3/2023 | Atria Wealth Solutions Inc. | 4,680 | $237K | 0.0% | N/A | 0.074% | |
8/3/2023 | Great Lakes Retirement Inc. | 329,455 | $16.65M | 2.9% | N/A | 5.229% | |
7/31/2023 | LPL Financial LLC | 19,608 | $991K | 0.0% | -21.6% | 0.338% | |
7/31/2023 | Smith Chas P & Associates PA Cpas | 274,208 | $13.86M | 0.9% | -5.3% | 4.728% | |
7/31/2023 | BMS Financial Advisors LLC | 5,654 | $286K | 0.2% | -81.1% | 0.097% | |
7/28/2023 | Independent Advisor Alliance | 21,464 | $1.09M | 0.0% | -0.9% | 0.370% | |
7/24/2023 | OmniStar Financial Group Inc. | 21,590 | $1.09M | 1.3% | N/A | 0.372% | |
7/21/2023 | Sequent Asset Management LLC | 41,440 | $2.10M | 2.3% | +0.5% | 0.714% | |
7/20/2023 | Hoxton Planning & Management LLC | 6,735 | $340K | 0.2% | N/A | 0.116% | |
7/19/2023 | Weaver Consulting Group | 4,131 | $209K | 0.1% | N/A | 0.071% | |
7/18/2023 | Atlas Brown Inc. | 4,618 | $233K | 0.1% | +5.3% | 0.080% | |
7/18/2023 | KCS Wealth Advisory | 59,566 | $3.01M | 1.0% | +2.5% | 1.027% | |
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7/10/2023 | AE Wealth Management LLC | 37,716 | $1.91M | 0.0% | +50.9% | 0.650% | |
5/17/2023 | Sunbelt Securities Inc. | 86,464 | $4.05M | 0.7% | -2.5% | 1.491% | |
5/12/2023 | Independent Advisor Alliance | 21,663 | $1.03M | 0.0% | -1.8% | 0.374% | |
5/11/2023 | Colonial Trust Co SC | 2,219 | $104K | 0.0% | +184.9% | 0.038% | |
5/11/2023 | Envestnet Asset Management Inc. | 893,296 | $42.38M | 0.0% | +61.3% | 15.402% | |
5/11/2023 | Commonwealth Equity Services LLC | 87,106 | $4.13M | 0.0% | -73.2% | 1.502% | |
5/9/2023 | Colony Family Offices LLC | 4,352 | $206K | 0.1% | N/A | 0.075% | |
5/9/2023 | Biondo Investment Advisors LLC | 20,736 | $984K | 0.2% | -2.7% | 0.358% | |
5/8/2023 | Sigma Planning Corp | 7,991 | $379K | 0.0% | +26.4% | 0.138% | |
4/28/2023 | Ameritas Advisory Services LLC | 607 | $29K | 0.0% | N/A | 0.010% | |