4/25/2024 | Cambridge Investment Research Advisors Inc. | 53,560 | $2.08M | 0.0% | -9.7% | 0.515% | |
4/24/2024 | Strid Group LLC | 74,899 | $2.91M | 0.5% | +8.5% | 0.720% | |
4/24/2024 | Landmark Wealth Management LLC | 50,872 | $1.98M | 0.9% | +4.6% | 0.489% | |
4/24/2024 | Simplicity Wealth LLC | 6,960 | $270K | 0.0% | N/A | 0.067% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,310,661 | $50.91M | 0.1% | -22.7% | 12.603% | |
4/22/2024 | Legacy CG LLC | 283,614 | $11.02M | 4.0% | -16.0% | 2.727% | |
|
4/19/2024 | Westside Investment Management Inc. | 22,250 | $863K | 0.2% | +15.6% | 0.214% | |
4/18/2024 | Naviter Wealth LLC | 39,726 | $1.55M | 0.3% | N/A | 0.382% | |
4/16/2024 | Capital Asset Advisory Services LLC | 11,798 | $454K | 0.0% | -14.7% | 0.113% | |
4/16/2024 | Thrive Wealth Management LLC | 15,998 | $621K | 0.1% | -26.2% | 0.154% | |
4/16/2024 | ERn Financial LLC | 198,725 | $7.72M | 1.3% | -0.9% | 1.911% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 144,203 | $5.60M | 0.2% | +10.3% | 1.387% | |
4/13/2024 | Legacy Wealth Management Inc | 423,304 | $16.44M | 1.2% | +1.9% | 4.276% | |
4/12/2024 | Central Valley Advisors LLC | 46,972 | $1.82M | 0.9% | +10.3% | 0.474% | |
4/5/2024 | GAMMA Investing LLC | 10,847 | $421K | 0.1% | +66.9% | 0.110% | |
4/2/2024 | Stonehearth Capital Management LLC | 10,659 | $414K | 0.2% | -37.1% | 0.108% | |
2/17/2024 | Madison Wealth Partners Inc | 18,805 | $732K | 0.3% | -17.7% | 0.190% | |
2/15/2024 | Financial Planning & Information Services Inc. | 114,119 | $4.44M | 0.7% | +40.0% | 1.153% | |
2/12/2024 | Goldstein Advisors LLC | 395,238 | $15.39M | 2.6% | -0.6% | 3.992% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 43,750 | $1.70M | 0.0% | -22.5% | 0.442% | |
2/9/2024 | Sepio Capital LP | 131,628 | $5.13M | 0.4% | +6.4% | 1.330% | |
2/9/2024 | Avantax Planning Partners Inc. | 33,278 | $1.30M | 0.0% | +27.5% | 0.336% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 59,311 | $2.31M | 0.0% | -49.8% | 0.599% | |
2/9/2024 | Tidemark LLC | 749 | $29K | 0.0% | N/A | 0.008% | |
2/9/2024 | Central Valley Advisors LLC | 42,580 | $1.66M | 1.0% | N/A | 0.430% | |
2/9/2024 | D.A. Davidson & CO. | 12,587 | $490K | 0.0% | -17.5% | 0.127% | |
2/8/2024 | Janney Montgomery Scott LLC | 140,710 | $5.48M | 0.0% | -1.5% | 1.421% | |
2/7/2024 | Avantax Advisory Services Inc. | 471,532 | $18.36M | 0.2% | -4.1% | 4.763% | |
2/7/2024 | Gratus Capital LLC | 302,462 | $11.78M | 0.7% | +4.0% | 3.055% | |
2/7/2024 | Private Portfolio Partners LLC | 27,692 | $1.08M | 0.2% | +13.4% | 0.280% | |
2/6/2024 | Private Advisor Group LLC | 6,792 | $264K | 0.0% | +12.4% | 0.069% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 130,762 | $5.09M | 0.2% | +60.0% | 1.321% | |
2/6/2024 | Axxcess Wealth Management LLC | 13,831 | $539K | 0.0% | -29.5% | 0.140% | |
2/5/2024 | RiverFront Investment Group LLC | 6,790 | $264K | 0.0% | -66.0% | 0.069% | |
2/1/2024 | GAMMA Investing LLC | 6,499 | $252K | 0.1% | N/A | 0.066% | |
2/1/2024 | CWM LLC | 1,572 | $61K | 0.0% | N/A | 0.016% | |
1/31/2024 | Strid Group LLC | 69,037 | $2.69M | 0.5% | -5.5% | 0.697% | |
1/30/2024 | Signet Financial Management LLC | 27,536 | $1.07M | 0.2% | +70.0% | 0.278% | |
1/30/2024 | Legacy CG LLC | 337,454 | $13.14M | 5.0% | -23.3% | 3.409% | |
1/25/2024 | Bernardo Wealth Planning LLC | 149,360 | $5.82M | 1.8% | +85.3% | 1.509% | |
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1/23/2024 | Legacy Wealth Management Inc | 415,405 | $16.18M | 1.3% | +1.8% | 4.196% | |
1/22/2024 | Landmark Wealth Management LLC | 48,654 | $1.90M | 0.9% | +36.2% | 0.491% | |
1/19/2024 | ERn Financial LLC | 200,623 | $7.76M | 1.5% | -3.9% | 2.026% | |
1/18/2024 | Hill Island Financial LLC | 11,701 | $456K | 0.2% | -13.5% | 0.118% | |
1/17/2024 | Armstrong Advisory Group Inc. | 10,500 | $409K | 0.0% | -30.9% | 0.106% | |
1/16/2024 | Engrave Wealth Partners LLC | 16,413 | $639K | 0.2% | +7.6% | 0.166% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,695,300 | $66.02M | 0.1% | +11.4% | 17.124% | |
1/16/2024 | Raymond James & Associates | 47,607 | $1.85M | 0.0% | +28.7% | 0.481% | |
1/12/2024 | Sterling Investment Counsel LLC | 96,313 | $3.75M | 1.9% | -1.4% | 0.973% | |
1/12/2024 | Westside Investment Management Inc. | 19,250 | $750K | 0.2% | +4.4% | 0.194% | |
1/12/2024 | Consilio Wealth Advisors LLC | 98,615 | $3.84M | 1.9% | -21.5% | 0.996% | |
1/11/2024 | Amplius Wealth Advisors LLC | 162,535 | $6.33M | 0.8% | +12.6% | 1.642% | |
1/10/2024 | Thrive Wealth Management LLC | 21,676 | $844K | 0.2% | +4.3% | 0.219% | |
1/9/2024 | Capital Asset Advisory Services LLC | 13,831 | $539K | 0.0% | -26.8% | 0.140% | |
11/16/2023 | Westside Investment Management Inc. | 18,440 | $679K | 0.2% | N/A | 0.186% | |
11/15/2023 | Axxcess Wealth Management LLC | 19,608 | $722K | 0.0% | N/A | 0.198% | |
11/15/2023 | Financial Planning & Information Services Inc. | 81,497 | $3M | 0.6% | +4.7% | 0.823% | |
11/13/2023 | Mariner LLC | 53,745 | $1.98M | 0.0% | +16.2% | 0.543% | |
11/13/2023 | LPL Financial LLC | 276,859 | $10.19M | 0.0% | -16.2% | 2.797% | |
11/8/2023 | HighTower Advisors LLC | 905,127 | $33.32M | 0.1% | +12.3% | 9.143% | |
11/8/2023 | D.A. Davidson & CO. | 15,259 | $562K | 0.0% | -52.5% | 0.154% | |
11/8/2023 | Sepio Capital LP | 123,756 | $4.56M | 0.4% | +3.7% | 1.250% | |
11/8/2023 | Avantax Advisory Services Inc. | 491,830 | $18.10M | 0.2% | +2.0% | 4.968% | |
11/7/2023 | RiverFront Investment Group LLC | 19,942 | $734K | 0.0% | -1.9% | 0.201% | |
11/6/2023 | Avantax Planning Partners Inc. | 26,100 | $961K | 0.0% | -7.6% | 0.264% | |
11/3/2023 | Private Advisor Group LLC | 6,045 | $222K | 0.0% | N/A | 0.061% | |
10/30/2023 | Bernardo Wealth Planning LLC | 80,590 | $2.97M | 1.2% | +20.0% | 0.814% | |
10/26/2023 | Gratus Capital LLC | 290,789 | $10.70M | 0.7% | +0.3% | 2.937% | |
10/25/2023 | Willis Johnson & Associates Inc. | 131,115 | $4.83M | 0.5% | +23.6% | 1.324% | |
10/25/2023 | Kowal Investment Group LLC | 25,185 | $927K | 0.3% | -41.9% | 0.254% | |
10/25/2023 | Signet Financial Management LLC | 16,199 | $596K | 0.1% | +4.0% | 0.164% | |
10/25/2023 | Legacy Wealth Management Inc | 407,876 | $15.01M | 1.3% | +1.2% | 4.120% | |
10/24/2023 | Legacy CG LLC | 439,827 | $16.19M | 7.5% | +13.0% | 4.443% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 1,521,171 | $55.99M | 0.1% | +2.4% | 15.365% | |
10/24/2023 | Raymond James & Associates | 36,986 | $1.36M | 0.0% | -4.9% | 0.374% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 118,225 | $4.35M | 0.0% | +7.3% | 1.194% | |
10/23/2023 | Vicus Capital | 10,485 | $386K | 0.0% | +6.6% | 0.106% | |
10/23/2023 | Commonwealth Equity Services LLC | 144,393 | $5.32M | 0.0% | -15.8% | 1.459% | |
10/19/2023 | Sterling Investment Counsel LLC | 97,649 | $3.59M | 2.1% | +6.0% | 0.986% | |
10/19/2023 | Simplicity Solutions LLC | 6,030 | $222K | 0.0% | -14.0% | 0.061% | |
10/18/2023 | Goldstein Advisors LLC | 397,593 | $14.64M | 3.0% | +6.1% | 4.016% | |
10/18/2023 | Capital Asset Advisory Services LLC | 18,898 | $697K | 0.0% | -10.6% | 0.191% | |
10/17/2023 | Amplius Wealth Advisors LLC | 144,363 | $5.31M | 0.7% | +18.9% | 1.458% | |
10/16/2023 | Hill Island Financial LLC | 13,526 | $498K | 0.2% | -4.0% | 0.137% | |
10/13/2023 | Landmark Wealth Management LLC | 35,714 | $1.32M | 0.7% | -7.4% | 0.361% | |
10/13/2023 | OneAscent Financial Services LLC | 5,696 | $210K | 0.1% | N/A | 0.058% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 81,737 | $3.01M | 0.1% | -2.4% | 0.826% | |
10/12/2023 | Consilio Wealth Advisors LLC | 125,673 | $4.59M | 2.7% | -0.8% | 1.269% | |
10/11/2023 | Stonehearth Capital Management LLC | 16,870 | $621K | 0.3% | +4.4% | 0.170% | |
10/10/2023 | Strid Group LLC | 73,036 | $2.69M | 0.6% | +4.4% | 0.738% | |
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8/17/2023 | Vicus Capital | 9,836 | $374K | 0.0% | +28.2% | 0.099% | |
8/11/2023 | D.A. Davidson & CO. | 32,114 | $1.22M | 0.0% | +254.0% | 0.324% | |
8/10/2023 | Commonwealth Equity Services LLC | 171,451 | $6.52M | 0.0% | +3.7% | 1.732% | |
8/9/2023 | Flow Traders U.S. LLC | 22,572 | $859K | 0.0% | N/A | 0.228% | |
8/8/2023 | Sepio Capital LP | 119,324 | $4.54M | 0.4% | +73.7% | 1.205% | |
8/3/2023 | Gratus Capital LLC | 290,047 | $11.03M | 0.8% | +4.8% | 3.170% | |
8/2/2023 | Capital Asset Advisory Services LLC | 21,148 | $805K | 0.1% | -12.9% | 0.231% | |
8/2/2023 | Bank of Montreal Can | 37,074 | $1.43M | 0.0% | N/A | 0.405% | |
8/2/2023 | Legacy CG LLC | 389,376 | $14.81M | 6.8% | +7.3% | 4.255% | |
8/2/2023 | Sigma Planning Corp | 8,789 | $334K | 0.0% | +5.0% | 0.096% | |