7/25/2024 | Rooted Wealth Advisors Inc. | 64,202 | $3.25M | 1.4% | +8.3% | 0.537% | |
7/24/2024 | &PARTNERS | 28,592 | $1.42M | 0.1% | +33.5% | 0.239% | |
7/22/2024 | Atria Wealth Solutions Inc. | 92,224 | $4.58M | 0.1% | +5.2% | 0.772% | |
7/22/2024 | Centennial Wealth Advisory LLC | 48,335 | $2.40M | 1.0% | +4.7% | 0.404% | |
7/22/2024 | Focus Financial Network Inc. | 234,489 | $11.95M | 0.5% | +1.6% | 1.962% | |
7/18/2024 | Gradient Investments LLC | 9,529 | $474K | 0.0% | N/A | 0.080% | |
|
7/18/2024 | Verde Capital Management | 148,904 | $7.40M | 2.3% | +6.8% | 1.246% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 6,726 | $334K | 0.0% | +9.4% | 0.056% | |
7/16/2024 | Tsfg LLC | 8,501 | $423K | 0.1% | -3.7% | 0.071% | |
7/15/2024 | ETF Portfolio Partners Inc. | 151,837 | $7.55M | 2.4% | N/A | 1.271% | |
5/24/2024 | Cetera Advisors LLC | 9,978 | $510K | 0.0% | +3.2% | 0.083% | |
5/24/2024 | Cetera Investment Advisers | 57,610 | $2.94M | 0.0% | +631.7% | 0.482% | |
5/20/2024 | Independent Wealth Network Inc. | 65,603 | $3.35M | 1.6% | +2.1% | 0.549% | |
5/16/2024 | Jane Street Group LLC | 271,162 | $13.86M | 0.0% | N/A | 2.269% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 8,589 | $406K | 0.0% | -44.3% | 0.072% | |
5/14/2024 | OLD Mission Capital LLC | 71,592 | $3.66M | 0.1% | N/A | 0.599% | |
5/14/2024 | CreativeOne Wealth LLC | 54,671 | $2.79M | 0.1% | +3.7% | 0.457% | |
5/13/2024 | Hilltop Partners LLC | 10,736 | $549K | 0.2% | -96.2% | 0.090% | |
5/13/2024 | Safeguard Investment Advisory Group LLC | 40,712 | $2.08M | 0.7% | -53.5% | 0.341% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 6,147 | $314K | 0.0% | -56.1% | 0.052% | |
5/2/2024 | Vantage Financial Partners LLC | 6,485 | $331K | 0.1% | -26.0% | 0.054% | |
5/2/2024 | BNP Paribas | 7,178 | $367K | 0.0% | N/A | 0.060% | |
5/1/2024 | Private Advisor Group LLC | 7,988 | $408K | 0.0% | -6.8% | 0.067% | |
4/30/2024 | J.W. Cole Advisors Inc. | 30,579 | $1.56M | 0.1% | +27.4% | 0.257% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 133,783 | $6.84M | 0.0% | +6.6% | 1.124% | |
4/22/2024 | Centennial Wealth Advisory LLC | 46,175 | $2.36M | 1.1% | +24.2% | 0.388% | |
4/16/2024 | Tsfg LLC | 8,831 | $451K | 0.1% | N/A | 0.083% | |
4/11/2024 | &PARTNERS | 21,414 | $1.09M | 0.2% | N/A | 0.200% | |
4/11/2024 | Independent Wealth Network Inc. | 45,973 | $2.35M | 6.2% | -28.5% | 0.430% | |
4/10/2024 | Signal Advisors Wealth LLC | 5,898 | $301K | 0.1% | N/A | 0.055% | |
4/10/2024 | Stableford Capital II LLC | 167,638 | $8.57M | 3.4% | +197.5% | 1.567% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 15,432 | $811K | 0.0% | +79.7% | 0.144% | |
3/1/2024 | Transcendent Capital Group LLC | 5,476 | $288K | 0.2% | N/A | 0.051% | |
2/16/2024 | Secured Retirement Advisors LLC | 10,927 | $575K | 0.6% | N/A | 0.102% | |
2/14/2024 | Connectus Wealth LLC | 140,265 | $7.38M | 0.1% | N/A | 1.311% | |
2/13/2024 | Beacon Bridge Wealth Partners LLC | 10,095 | $531K | 0.3% | -60.5% | 0.094% | |
2/12/2024 | Peterson Financial Group Inc. | 4,074 | $214K | 0.1% | N/A | 0.038% | |
2/12/2024 | Focus Financial Network Inc. ADV | 106,510 | $5.60M | 0.2% | N/A | 0.995% | |
2/9/2024 | Advisory Services Network LLC | 3,507 | $184K | 0.0% | N/A | 0.033% | |
2/9/2024 | CreativeOne Wealth LLC | 52,697 | $2.77M | 0.2% | +322.1% | 0.492% | |
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2/9/2024 | Wells Fargo & Company MN | 321,906 | $16.93M | 0.0% | +22.6% | 3.008% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 14,010 | $737K | 0.0% | +79.3% | 0.131% | |
2/7/2024 | Rooted Wealth Advisors Inc. | 57,492 | $2.94M | 1.5% | +7.0% | 0.537% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 100,990 | $5.31M | 0.0% | -11.1% | 0.944% | |
2/6/2024 | Private Advisor Group LLC | 8,575 | $451K | 0.0% | -16.0% | 0.080% | |
2/6/2024 | National Bank of Canada FI | 5,680 | $296K | 0.0% | +42.3% | 0.053% | |
2/5/2024 | Vantage Financial Partners LLC | 8,764 | $461K | 0.1% | N/A | 0.082% | |
2/2/2024 | Atria Wealth Solutions Inc. | 87,862 | $4.62M | 0.1% | +9.8% | 0.821% | |
1/31/2024 | J.W. Cole Advisors Inc. | 24,001 | $1.26M | 0.1% | +7.3% | 0.224% | |
1/31/2024 | Oliver Lagore Vanvalin Investment Group | 534 | $28K | 0.0% | -68.3% | 0.005% | |
1/26/2024 | Safeguard Investment Advisory Group LLC | 87,627 | $4.61M | 1.7% | -1.2% | 0.819% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 5,278 | $277K | 0.1% | -4.8% | 0.049% | |
1/25/2024 | Meeder Advisory Services Inc. | 9,150 | $481K | 0.1% | N/A | 0.086% | |
1/24/2024 | Sowell Financial Services LLC | 15,191 | $799K | 0.0% | N/A | 0.142% | |
1/24/2024 | Park Place Capital Corp | 14,864 | $782K | 0.3% | +133.7% | 0.139% | |
1/24/2024 | International Assets Investment Management LLC | 807,318 | $42.45M | 0.0% | +5,122.0% | 7.545% | |
1/23/2024 | Level Financial Advisors Inc. | 1,164 | $61K | 0.0% | +2,182.4% | 0.011% | |
1/19/2024 | Fermata Advisors LLC | 4,390 | $231K | 0.1% | -68.3% | 0.041% | |
1/18/2024 | Global Retirement Partners LLC | 500 | $26K | 0.0% | N/A | 0.005% | |
1/18/2024 | Peak Financial Management Inc. | 158,516 | $8.34M | 2.8% | -8.9% | 1.481% | |
1/17/2024 | Centennial Wealth Advisory LLC | 37,182 | $1.96M | 1.0% | -21.5% | 0.347% | |
1/17/2024 | Kingdom Financial Group LLC. | 21,370 | $1.12M | 1.0% | +38.5% | 0.200% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 125,462 | $6.60M | 0.0% | +4.3% | 1.173% | |
1/12/2024 | Mutual Advisors LLC | 54,289 | $2.85M | 0.1% | -4.6% | 0.507% | |
1/12/2024 | Stableford Capital II LLC | 56,353 | $2.92M | 1.3% | N/A | 0.527% | |
1/12/2024 | Verde Capital Management | 120,859 | $6.36M | 2.4% | -8.7% | 1.130% | |
1/12/2024 | Independent Wealth Network Inc. | 64,277 | $3.38M | 1.8% | -4.3% | 0.601% | |
1/8/2024 | B.O.S.S. Retirement Advisors LLC | 5,281 | $278K | 0.1% | -4.7% | 0.049% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 8,589 | $406K | 0.0% | +6.0% | 0.080% | |
11/21/2023 | Rooted Wealth Advisors Inc. | 53,714 | $2.59M | 1.6% | N/A | 0.502% | |
11/15/2023 | Ameriprise Financial Inc. | 1,571,805 | $74.40M | 0.0% | -6.5% | 14.690% | |
11/14/2023 | Verde Capital Management | 132,387 | $6.26M | 2.4% | +11.4% | 1.237% | |
11/14/2023 | Beacon Bridge Wealth Partners LLC | 25,557 | $1.21M | 0.6% | -81.8% | 0.239% | |
11/14/2023 | Mutual Advisors LLC | 56,922 | $2.69M | 0.1% | -2.8% | 0.532% | |
11/13/2023 | Envestnet Asset Management Inc. | 135,954 | $6.42M | 0.0% | +29.9% | 1.271% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 7,815 | $369K | 0.0% | N/A | 0.073% | |
11/9/2023 | Oliver Lagore Vanvalin Investment Group | 1,687 | $80K | 0.0% | -35.8% | 0.016% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 113,639 | $5.37M | 0.0% | N/A | 1.062% | |
11/8/2023 | Atria Wealth Solutions Inc. | 80,017 | $3.78M | 0.1% | -18.4% | 0.748% | |
11/7/2023 | Kingsview Wealth Management LLC | 9,570 | $452K | 0.0% | -29.3% | 0.089% | |
11/7/2023 | Fermata Advisors LLC | 13,845 | $654K | 0.2% | N/A | 0.129% | |
11/3/2023 | Private Advisor Group LLC | 10,212 | $483K | 0.0% | +3.1% | 0.095% | |
11/1/2023 | Wealthfront Advisers LLC | 14,464 | $683K | 0.0% | +58.1% | 0.135% | |
10/31/2023 | Optas LLC | 59,748 | $2.82M | 0.9% | -15.8% | 0.558% | |
10/25/2023 | BluePath Capital Management LLC | 1,284 | $61K | 0.1% | N/A | 0.012% | |
10/25/2023 | Peak Financial Management Inc. | 173,938 | $8.22M | 2.2% | +5.0% | 1.626% | |
10/24/2023 | J.W. Cole Advisors Inc. | 22,368 | $1.06M | 0.1% | +26.4% | 0.209% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 120,240 | $5.68M | 0.0% | -50.0% | 1.124% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 31,100 | $1.47M | 0.0% | +5.6% | 0.291% | |
10/23/2023 | Commonwealth Equity Services LLC | 8,932 | $422K | 0.0% | -89.6% | 0.083% | |
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10/18/2023 | Clarity Financial LLC | 6,478 | $306K | 0.1% | N/A | 0.061% | |
10/17/2023 | CreativeOne Wealth LLC | 12,484 | $590K | 0.0% | -62.2% | 0.117% | |
10/17/2023 | Park Place Capital Corp | 6,359 | $300K | 0.1% | +4.8% | 0.059% | |
10/16/2023 | Kingdom Financial Group LLC. | 15,426 | $729K | 0.7% | +12.7% | 0.144% | |
10/11/2023 | Independent Wealth Network Inc. | 67,184 | $3.17M | 2.0% | +11.2% | 0.628% | |
10/11/2023 | AE Wealth Management LLC | 642,742 | $30.37M | 0.2% | +13.3% | 6.007% | |
10/10/2023 | National Bank of Canada FI | 3,991 | $185K | 0.0% | +17.8% | 0.037% | |
10/10/2023 | Centennial Wealth Advisory LLC | 47,394 | $2.24M | 1.2% | +8.3% | 0.443% | |
8/14/2023 | Thrivent Financial for Lutherans | 621,463 | $32.35M | 0.1% | N/A | 5.808% | |
8/10/2023 | Commonwealth Equity Services LLC | 85,518 | $4.50M | 0.0% | +1,724.2% | 0.777% | |