5/8/2024 | AMJ Financial Wealth Management | 2,890 | $319K | 0.1% | N/A | 0.143% | |
5/7/2024 | Oppenheimer & Co. Inc. | 7,914 | $875K | 0.0% | N/A | 0.392% | |
5/4/2024 | Csenge Advisory Group | 15,687 | $1.73M | 0.1% | +6.6% | 0.777% | |
4/30/2024 | Commonwealth Equity Services LLC | 5,928 | $655K | 0.0% | +3.2% | 0.293% | |
4/23/2024 | Global Retirement Partners LLC | 850 | $94K | 0.0% | +1,788.9% | 0.040% | |
4/22/2024 | HF Advisory Group LLC | 3,116 | $344K | 0.2% | -34.6% | 0.145% | |
|
4/19/2024 | Accel Wealth Management | 10,633 | $1.18M | 0.5% | +1.4% | 0.495% | |
4/17/2024 | Vicus Capital | 26,956 | $2.98M | 0.3% | -3.9% | 1.254% | |
4/11/2024 | Royal Fund Management LLC | 19,877 | $2.20M | 0.2% | +10.4% | 0.925% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,973 | $201K | 0.0% | -13.5% | 0.120% | |
3/5/2024 | Fisher Asset Management LLC | 232,018 | $23.66M | 0.0% | +34.6% | 14.062% | |
2/14/2024 | Barometer Capital Management Inc. | 8,000 | $816K | 0.3% | -14.0% | 0.485% | |
2/12/2024 | Parallel Advisors LLC | 263 | $27K | 0.0% | -27.7% | 0.016% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 46,016 | $4.69M | 0.0% | +17.8% | 2.789% | |
2/9/2024 | Hanlon Investment Management Inc. | 2,401 | $245K | 0.1% | -44.8% | 0.146% | |
2/9/2024 | Assetmark Inc. | 424,799 | $43.32M | 0.2% | -63.7% | 25.745% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 4,109 | $419K | 0.0% | -21.2% | 0.249% | |
2/7/2024 | Principal Securities Inc. | 251 | $26K | 0.0% | N/A | 0.015% | |
2/6/2024 | Private Advisor Group LLC | 5,334 | $544K | 0.0% | -27.3% | 0.323% | |
2/6/2024 | Royal Fund Management LLC | 18,008 | $1.84M | 0.2% | +11.0% | 1.091% | |
2/6/2024 | Aveo Capital Partners LLC | 34,987 | $3.57M | 0.4% | -12.5% | 2.120% | |
2/6/2024 | Fisher Asset Management LLC | 232,018 | $23.66M | 0.0% | +34.6% | 14.062% | |
2/1/2024 | Telemus Capital LLC | 1,962 | $200K | 0.0% | N/A | 0.119% | |
2/1/2024 | Vicus Capital | 28,038 | $2.86M | 0.3% | -6.2% | 1.699% | |
1/31/2024 | HF Advisory Group LLC | 4,767 | $486K | 0.3% | -3.9% | 0.289% | |
1/26/2024 | Custom Index Systems LLC | 3,897 | $397K | 0.2% | N/A | 0.236% | |
1/25/2024 | International Assets Investment Management LLC | 29,208 | $2.98M | 0.0% | N/A | 1.770% | |
1/24/2024 | Stratos Wealth Partners LTD. | 2,714 | $277K | 0.0% | -46.0% | 0.164% | |
1/24/2024 | Advisors Preferred LLC | 612 | $62K | 0.0% | N/A | 0.037% | |
1/24/2024 | International Assets Investment Management LLC | 29,208 | $2.98M | 0.0% | N/A | 1.770% | |
1/22/2024 | Zimmermann Investment Management & Planning LLC | 42,357 | $4.32M | 1.8% | +14.9% | 2.567% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 6,611 | $674K | 0.0% | N/A | 0.401% | |
1/16/2024 | Raymond James & Associates | 5,386 | $549K | 0.0% | +88.9% | 0.326% | |
1/9/2024 | DB Wealth Management Group LLC | 6,852 | $699K | 0.4% | N/A | 0.415% | |
11/15/2023 | Baker Avenue Asset Management LP | 17,176 | $1.49M | 0.1% | N/A | 1.041% | |
11/13/2023 | Envestnet Asset Management Inc. | 40,086 | $3.48M | 0.0% | +935.8% | 2.429% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 5,215 | $452K | 0.0% | N/A | 0.316% | |
11/13/2023 | PNC Financial Services Group Inc. | 2,280 | $198K | 0.0% | -18.0% | 0.138% | |
11/9/2023 | Beaumont Capital Management LLC | 10,556 | $916K | 0.7% | N/A | 0.640% | |
11/8/2023 | Barometer Capital Management Inc. | 9,307 | $807K | 0.3% | N/A | 0.564% | |
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11/6/2023 | Aveo Capital Partners LLC | 39,963 | $3.47M | 0.5% | N/A | 2.422% | |
11/3/2023 | Private Advisor Group LLC | 7,339 | $637K | 0.0% | N/A | 0.445% | |
11/1/2023 | Csenge Advisory Group | 23,356 | $2.03M | 0.1% | +863.1% | 1.416% | |
11/1/2023 | Money Concepts Capital Corp | 12,432 | $1.08M | 0.1% | +2.5% | 0.753% | |
10/31/2023 | Zimmermann Investment Management & Planning LLC | 36,854 | $3.20M | 1.5% | N/A | 2.234% | |
10/27/2023 | Assetmark Inc. | 1,169,608 | $101.47M | 0.4% | N/A | 70.885% | |
10/24/2023 | Stratos Wealth Partners LTD. | 5,026 | $436K | 0.0% | N/A | 0.305% | |
10/24/2023 | Raymond James & Associates | 2,851 | $247K | 0.0% | N/A | 0.173% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 39,056 | $3.39M | 0.0% | -57.1% | 2.367% | |
10/23/2023 | Vicus Capital | 29,889 | $2.59M | 0.3% | +1.2% | 1.811% | |
10/23/2023 | Commonwealth Equity Services LLC | 5,050 | $438K | 0.0% | +32.4% | 0.306% | |
10/20/2023 | Accel Wealth Management | 10,585 | $918K | 0.5% | +2.9% | 0.642% | |
10/18/2023 | Hanlon Investment Management Inc. | 4,349 | $377K | 0.1% | N/A | 0.264% | |
10/17/2023 | Royal Fund Management LLC | 16,226 | $1.41M | 0.2% | +2.7% | 0.983% | |
10/13/2023 | Global Retirement Partners LLC | 1,028 | $87K | 0.0% | N/A | 0.062% | |
10/11/2023 | Ignite Planners LLC | 4,446 | $380K | 0.1% | N/A | 0.269% | |
8/17/2023 | Vicus Capital | 29,532 | $2.51M | 0.3% | +3.9% | 1.790% | |
8/10/2023 | Cetera Advisor Networks LLC | 4,821 | $409K | 0.0% | -7.7% | 0.292% | |
8/8/2023 | Fisher Asset Management LLC | 248,433 | $21.09M | 0.0% | +1.4% | 15.057% | |
8/1/2023 | Money Concepts Capital Corp | 12,127 | $1.03M | 0.1% | -92.0% | 0.735% | |
7/31/2023 | LPL Financial LLC | 17,797 | $1.51M | 0.0% | +31.5% | 1.079% | |
7/24/2023 | Accel Wealth Management | 10,291 | $874K | 0.5% | +2.6% | 0.780% | |
7/20/2023 | HF Advisory Group LLC | 5,001 | $425K | 0.3% | +3.1% | 0.379% | |
7/20/2023 | Csenge Advisory Group | 2,425 | $206K | 0.0% | N/A | 0.184% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 90,987 | $7.72M | 0.0% | +182.6% | 6.893% | |
7/12/2023 | Royal Fund Management LLC | 15,806 | $1.34M | 0.2% | +24.3% | 1.197% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 32,201 | $2.68M | 0.0% | -1.8% | 2.385% | |
5/9/2023 | Tower Research Capital LLC TRC | 5,996 | $498K | 0.0% | N/A | 0.444% | |
5/2/2023 | Vicus Capital | 28,420 | $2.36M | 0.3% | N/A | 2.105% | |
5/1/2023 | Fisher Asset Management LLC | 245,005 | $20.35M | 0.0% | -0.5% | 18.149% | |
5/1/2023 | Money Concepts Capital Corp | 152,204 | $1.16M | 0.1% | +1,153.3% | 11.274% | |
4/28/2023 | Wealthfront Advisers LLC | 6,449 | $536K | 0.0% | +97.9% | 0.478% | |
4/27/2023 | Stratos Wealth Advisors LLC | 2,938 | $244K | 0.0% | N/A | 0.218% | |
4/20/2023 | Accel Wealth Management | 10,029 | $833K | 0.3% | -6.4% | 0.743% | |
4/19/2023 | HF Advisory Group LLC | 4,852 | $403K | 0.4% | -7.8% | 0.359% | |
4/14/2023 | Raymond James & Associates | 2,711 | $225K | 0.0% | N/A | 0.201% | |
4/10/2023 | Royal Fund Management LLC | 12,720 | $1.06M | 0.2% | +39.7% | 0.942% | |
2/9/2023 | HighTower Advisors LLC | 6,763 | $534K | 0.0% | -30.5% | 0.512% | |
2/9/2023 | Edmond DE Rothschild Holding S.A. | 4,150 | $327K | 0.0% | +40.2% | 0.314% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 32,805 | $2.59M | 0.0% | -1.2% | 2.485% | |
2/7/2023 | Commonwealth Equity Services LLC | 4,519 | $356K | 0.0% | -11.3% | 0.342% | |
2/7/2023 | LPL Financial LLC | 10,213 | $805K | 0.0% | -47.5% | 0.774% | |
2/7/2023 | HF Advisory Group LLC | 5,263 | $415K | 0.4% | N/A | 0.399% | |
2/7/2023 | IFP Advisors Inc | 637 | $43K | 0.0% | -45.4% | 0.048% | |
2/7/2023 | Envestnet Asset Management Inc. | 4,483 | $353K | 0.0% | -18.6% | 0.340% | |
2/6/2023 | Parallel Advisors LLC | 360 | $28K | 0.0% | -78.7% | 0.027% | |
2/3/2023 | Fisher Asset Management LLC | 246,224 | $19.42M | 0.0% | +206.3% | 18.653% | |
2/1/2023 | SPC Financial Inc. | 10,229 | $807K | 0.1% | N/A | 0.775% | |
1/26/2023 | Accel Wealth Management | 10,720 | $845K | 0.4% | -4.7% | 0.812% | |
1/24/2023 | RFP Financial Group LLC | 1,435 | $113K | 0.1% | N/A | 0.109% | |
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1/20/2023 | Royal Fund Management LLC | 9,102 | $718K | 0.1% | N/A | 0.674% | |
1/11/2023 | Telemus Capital LLC | 3,172 | $260K | 0.0% | N/A | 0.248% | |
11/14/2022 | Barometer Capital Management Inc. | 7,900 | $565K | 0.2% | N/A | 0.617% | |
11/14/2022 | MML Investors Services LLC | 5,661 | $405K | 0.0% | -58.6% | 0.442% | |
11/10/2022 | Tower Research Capital LLC TRC | 2,782 | $199K | 0.0% | -77.5% | 0.217% | |
11/8/2022 | IMC Chicago LLC | 14,797 | $1.06M | 0.0% | +16.8% | 1.156% | |
11/8/2022 | Fisher Asset Management LLC | 80,396 | $5.75M | 0.0% | +396.3% | 6.281% | |
11/3/2022 | Global Retirement Partners LLC | 6,741 | $536K | 0.0% | +11.7% | 0.527% | |
10/25/2022 | Raymond James & Associates | 6,748 | $483K | 0.0% | +2.6% | 0.527% | |
10/25/2022 | AE Wealth Management LLC | 10,506 | $752K | 0.0% | +6.5% | 0.821% | |