4/18/2024 | Miracle Mile Advisors LLC | 31,476 | $888K | 0.0% | -1.3% | 0.452% | |
4/15/2024 | Brookstone Capital Management | 7,679 | $217K | 0.0% | -43.0% | 0.110% | |
4/15/2024 | Sunbelt Securities Inc. | 3,141 | $89K | 0.0% | -17.8% | 0.045% | |
4/10/2024 | BCS Wealth Management | 26,182 | $739K | 0.2% | -2.4% | 0.376% | |
4/10/2024 | Lantz Financial LLC | 271,715 | $7.67M | 2.5% | -1.0% | 3.898% | |
2/23/2024 | Chicago Partners Investment Group LLC | 8,671 | $233K | 0.0% | N/A | 0.124% | |
|
2/16/2024 | Secured Retirement Advisors LLC | 14,483 | $393K | 0.4% | N/A | 0.208% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 8,470 | $230K | 0.2% | +5.3% | 0.122% | |
2/15/2024 | Citadel Advisors LLC | 8,842 | $240K | 0.0% | N/A | 0.127% | |
2/14/2024 | Royal Bank of Canada | 30,344 | $823K | 0.0% | N/A | 0.435% | |
2/14/2024 | Kestra Advisory Services LLC | 14,866 | $403K | 0.0% | +9.3% | 0.213% | |
2/13/2024 | Envestnet Asset Management Inc. | 36,344 | $986K | 0.0% | -49.4% | 0.521% | |
2/13/2024 | Cetera Advisor Networks LLC | 55,692 | $1.51M | 0.0% | +21.1% | 0.799% | |
2/12/2024 | Tradition Wealth Management LLC | 15,493 | $420K | 0.0% | -8.5% | 0.222% | |
2/9/2024 | Advisory Services Network LLC | 4,000 | $108K | 0.0% | N/A | 0.057% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 18,407 | $499K | 0.0% | -18.4% | 0.264% | |
2/8/2024 | Kingsview Wealth Management LLC | 7,853 | $213K | 0.0% | N/A | 0.113% | |
2/8/2024 | Janney Montgomery Scott LLC | 26,524 | $719K | 0.0% | +18.0% | 0.381% | |
2/7/2024 | Avantax Advisory Services Inc. | 28,860 | $783K | 0.0% | -52.0% | 0.414% | |
2/7/2024 | Spectrum Investment Advisors Inc. | 213,715 | $5.80M | 4.6% | N/A | 3.066% | |
2/7/2024 | Berger Financial Group Inc | 254,013 | $6.89M | 0.7% | -0.4% | 3.644% | |
2/7/2024 | Principal Securities Inc. | 2,850 | $77K | 0.0% | N/A | 0.041% | |
2/7/2024 | Arlington Capital Management Inc. | 7,894 | $214K | 0.2% | N/A | 0.113% | |
2/6/2024 | Lincoln National Corp | 249,590 | $6.77M | 0.1% | +9.4% | 3.581% | |
2/6/2024 | Ifrah Financial Services Inc. | 25,628 | $695K | 0.2% | -6.6% | 0.368% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 15,565 | $422K | 0.0% | -11.4% | 0.223% | |
2/1/2024 | Corrado Advisors LLC | 125,371 | $3.40M | 2.8% | -3.2% | 1.799% | |
1/31/2024 | Castle Wealth Management LLC | 27,589 | $748K | 0.4% | +98.7% | 0.396% | |
1/30/2024 | Private Client Services LLC | 45,967 | $1.25M | 1.0% | N/A | 0.659% | |
1/26/2024 | Cerity Partners LLC | 26,832 | $728K | 0.0% | -26.9% | 0.385% | |
1/25/2024 | RFG Advisory LLC | 72,362 | $1.96M | 0.1% | -1.5% | 1.038% | |
1/25/2024 | Strategic Blueprint LLC | 50,030 | $1.36M | 0.1% | -4.1% | 0.718% | |
1/24/2024 | Stratos Wealth Advisors LLC | 41,889 | $1.14M | 0.1% | N/A | 0.601% | |
1/24/2024 | Allworth Financial LP | 289,089 | $7.84M | 0.1% | -1.3% | 4.148% | |
1/23/2024 | Beacon Financial Advisory LLC | 81,702 | $2.22M | 1.1% | -8.1% | 1.172% | |
1/22/2024 | Miracle Mile Advisors LLC | 31,879 | $865K | 0.0% | -15.5% | 0.457% | |
1/19/2024 | AdvisorNet Financial Inc | 1,556 | $42K | 0.0% | -46.3% | 0.022% | |
1/18/2024 | Gradient Investments LLC | 809,790 | $21.96M | 0.5% | +39.2% | 11.618% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 40,621 | $1.10M | 0.0% | -3.3% | 0.583% | |
1/16/2024 | Raymond James & Associates | 21,646 | $587K | 0.0% | +6.3% | 0.311% | |
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1/12/2024 | Global Strategic Investment Solutions LLC | 181,364 | $4.92M | 0.6% | -78.6% | 2.602% | |
1/12/2024 | Lantz Financial LLC | 274,562 | $7.45M | 2.7% | -0.3% | 3.939% | |
1/11/2024 | Brookstone Capital Management | 13,461 | $365K | 0.0% | -49.6% | 0.193% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 110,163 | $2.99M | 0.1% | -9.0% | 1.581% | |
1/11/2024 | BCS Wealth Management | 26,828 | $728K | 0.3% | +16.6% | 0.385% | |
1/8/2024 | Gill Capital Partners LLC | 10,735 | $291K | 0.1% | -7.6% | 0.154% | |
12/6/2023 | Fragasso Group Inc. | 8,067 | $205K | 0.0% | -29.2% | 0.116% | |
11/13/2023 | Personal CFO Solutions LLC | 12,932 | $329K | 0.1% | N/A | 0.186% | |
11/13/2023 | Envestnet Asset Management Inc. | 71,874 | $1.83M | 0.0% | +1.1% | 1.031% | |
11/13/2023 | Kestra Advisory Services LLC | 13,596 | $346K | 0.0% | +67.9% | 0.195% | |
11/9/2023 | Blair William & Co. IL | 226,856 | $5.78M | 0.0% | +101.3% | 3.255% | |
11/8/2023 | HighTower Advisors LLC | 303,081 | $7.71M | 0.0% | +160.2% | 4.348% | |
11/8/2023 | Janney Montgomery Scott LLC | 22,486 | $572K | 0.0% | +171.2% | 0.323% | |
11/8/2023 | Avantax Advisory Services Inc. | 60,141 | $1.53M | 0.0% | +3.9% | 0.863% | |
11/6/2023 | Corrado Advisors LLC | 129,455 | $3.30M | 2.3% | -0.8% | 1.857% | |
11/6/2023 | Lincoln National Corp | 228,057 | $5.81M | 0.1% | +908.5% | 3.272% | |
11/6/2023 | Castle Wealth Management LLC | 13,884 | $353K | 0.2% | N/A | 0.199% | |
11/6/2023 | Diligent Investors LLC | 44,780 | $1.14M | 0.3% | +176.0% | 0.642% | |
11/4/2023 | D.B. Root & Company LLC | 8,273 | $211K | 0.1% | N/A | 0.119% | |
11/3/2023 | Berger Financial Group Inc | 254,926 | $6.49M | 0.7% | +47.4% | 3.657% | |
11/3/2023 | SageView Advisory Group LLC | 77,474 | $1.97M | 0.1% | +147.7% | 1.112% | |
11/2/2023 | Capital Investment Advisory Services LLC | 2,275 | $58K | 0.0% | N/A | 0.033% | |
10/31/2023 | Allworth Financial LP | 293,001 | $7.46M | 0.1% | N/A | 4.204% | |
10/27/2023 | Gradient Investments LLC | 581,749 | $14.81M | 0.4% | N/A | 8.346% | |
10/25/2023 | Beacon Financial Advisory LLC | 88,949 | $2.27M | 1.3% | +6.2% | 1.276% | |
10/25/2023 | Gill Capital Partners LLC | 11,620 | $296K | 0.1% | +48.0% | 0.167% | |
10/24/2023 | Compass Advisory Group LLC | 165,673 | $4.22M | 2.2% | N/A | 2.377% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 41,994 | $1.07M | 0.0% | +108.6% | 0.602% | |
10/24/2023 | Raymond James & Associates | 20,360 | $518K | 0.0% | N/A | 0.292% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 22,563 | $574K | 0.0% | +64.7% | 0.324% | |
10/23/2023 | Commonwealth Equity Services LLC | 165,459 | $4.21M | 0.0% | +51.7% | 2.374% | |
10/20/2023 | Lantz Financial LLC | 275,332 | $7.01M | 2.8% | +5.5% | 3.950% | |
10/20/2023 | ODonnell Financial Services LLC | 23,924 | $609K | 0.3% | N/A | 0.343% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 17,565 | $447K | 0.0% | N/A | 0.252% | |
10/18/2023 | Strategic Blueprint LLC | 52,158 | $1.33M | 0.1% | +269.9% | 0.748% | |
10/17/2023 | Avior Wealth Management LLC | 1,220 | $31K | 0.0% | +48.8% | 0.018% | |
10/16/2023 | RFG Advisory LLC | 73,472 | $1.87M | 0.1% | N/A | 1.054% | |
10/13/2023 | Global Strategic Investment Solutions LLC | 847,616 | $21.58M | 2.8% | +269.0% | 12.161% | |
10/13/2023 | Cypress Wealth Services LLC | 57,253 | $1.46M | 0.4% | +376.3% | 0.821% | |
10/12/2023 | BCS Wealth Management | 23,006 | $586K | 0.2% | +41.2% | 0.330% | |
10/12/2023 | AdvisorNet Financial Inc | 2,897 | $74K | 0.0% | +16.0% | 0.042% | |
10/12/2023 | Global Trust Asset Management LLC | 5,000 | $127K | 0.1% | N/A | 0.072% | |
10/11/2023 | AE Wealth Management LLC | 12,215 | $311K | 0.0% | N/A | 0.175% | |
10/11/2023 | Alera Investment Advisors LLC | 21,232 | $541K | 0.1% | -7.3% | 0.305% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 16,575 | $422K | 0.2% | +22.6% | 0.238% | |
8/24/2023 | Arlington Capital Management Inc. | 7,871 | $207K | 0.2% | -69.3% | 0.113% | |
8/15/2023 | Captrust Financial Advisors | 23,580 | $619K | 0.0% | -29.5% | 0.338% | |
8/14/2023 | Cerity Partners LLC | 50,176 | $1.32M | 0.0% | -24.9% | 0.720% | |
8/11/2023 | SageView Advisory Group LLC | 31,278 | $822K | 0.0% | +113.4% | 0.703% | |
8/11/2023 | WorthPointe LLC | 55,558 | $1.46M | 0.9% | +6.8% | 1.248% | |
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8/10/2023 | Osaic Holdings Inc. | 145,334 | $3.81M | 0.0% | +7.8% | 2.085% | |
8/10/2023 | First Commonwealth Financial Corp PA | 8,731 | $229K | 0.1% | -73.7% | 0.196% | |
8/10/2023 | Commonwealth Equity Services LLC | 109,064 | $2.87M | 0.0% | -62.0% | 2.451% | |
8/10/2023 | Corrado Advisors LLC | 130,436 | $3.43M | 2.4% | +17.6% | 2.931% | |
8/10/2023 | Cetera Advisor Networks LLC | 13,164 | $346K | 0.0% | -13.3% | 0.296% | |
8/10/2023 | AlphaCore Capital LLC | 3,600 | $95K | 0.0% | N/A | 0.081% | |
8/9/2023 | Coastal Investment Advisors Inc. | 1,250 | $33K | 0.0% | N/A | 0.028% | |
8/8/2023 | FORVIS Wealth Advisors LLC | 121,029 | $3.18M | 0.1% | +4.6% | 2.720% | |
8/7/2023 | Lincoln National Corp | 22,613 | $594K | 0.0% | -4.8% | 0.508% | |
8/4/2023 | Envestnet Asset Management Inc. | 71,121 | $1.87M | 0.0% | +11.1% | 1.598% | |