4/23/2024 | Global Retirement Partners LLC | 26,306 | $765K | 0.0% | +13.0% | 0.492% | |
4/23/2024 | Clarus Group Inc. | 81,125 | $2.36M | 1.7% | +0.8% | 1.516% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 525,197 | $15.27M | 0.0% | -28.9% | 9.817% | |
4/22/2024 | MBL Wealth LLC | 202,733 | $5.89M | 0.7% | +2.6% | 3.789% | |
4/16/2024 | Kathmere Capital Management LLC | 30,747 | $894K | 0.1% | -8.9% | 0.575% | |
3/13/2024 | MONECO Advisors LLC | 32,977 | $909K | 0.2% | -1.5% | 0.666% | |
|
2/13/2024 | Cetera Advisor Networks LLC | 332,930 | $9.18M | 0.1% | -12.9% | 6.726% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 13,600 | $375K | 0.0% | +12.5% | 0.275% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 65,364 | $1.80M | 0.0% | -2.4% | 1.320% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,063 | $29K | 0.0% | N/A | 0.021% | |
2/9/2024 | Wells Fargo & Company MN | 450,612 | $12.42M | 0.0% | +4.1% | 9.103% | |
2/8/2024 | Level Four Advisory Services LLC | 181,483 | $5.00M | 0.3% | -3.0% | 3.666% | |
2/7/2024 | Avantax Advisory Services Inc. | 21,433 | $591K | 0.0% | +117.0% | 0.433% | |
2/5/2024 | MONECO Advisors LLC | 32,977 | $909K | 0.2% | -1.5% | 0.666% | |
2/2/2024 | Magnolia Capital Advisors LLC | 55,776 | $1.53M | 1.1% | -2.8% | 1.127% | |
1/31/2024 | ADE LLC | 22,920 | $632K | 0.4% | +2.0% | 0.463% | |
1/29/2024 | ORG Partners LLC | 57,513 | $1.59M | 0.3% | N/A | 1.162% | |
1/29/2024 | Clarus Group Inc. | 80,466 | $2.22M | 1.7% | +121.1% | 1.626% | |
1/26/2024 | Geneos Wealth Management Inc. | 34,861 | $961K | 0.0% | +8.4% | 0.704% | |
1/24/2024 | Stratos Wealth Partners LTD. | 19,664 | $542K | 0.0% | N/A | 0.397% | |
1/24/2024 | Private Trust Co. NA | 7,742 | $213K | 0.0% | N/A | 0.156% | |
1/18/2024 | MBL Wealth LLC | 197,617 | $5.45M | 0.7% | +2.0% | 3.992% | |
1/18/2024 | Global Retirement Partners LLC | 23,270 | $624K | 0.0% | +7.4% | 0.470% | |
1/16/2024 | Pacer Advisors Inc. | 374,624 | $10.33M | 0.0% | -1.9% | 7.568% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 738,276 | $20.35M | 0.0% | -2.3% | 14.915% | |
1/16/2024 | Raymond James & Associates | 45,402 | $1.25M | 0.0% | -48.3% | 0.917% | |
1/12/2024 | Whitaker Myers Wealth Managers LTD. | 46,733 | $1.29M | 0.6% | -3.1% | 0.944% | |
11/13/2023 | Kestra Advisory Services LLC | 16,052 | $418K | 0.0% | +3.2% | 0.324% | |
11/9/2023 | SPC Financial Inc. | 79,032 | $2.06M | 0.2% | +21.7% | 1.597% | |
11/8/2023 | Atria Wealth Solutions Inc. | 12,274 | $320K | 0.0% | N/A | 0.248% | |
11/8/2023 | Avantax Advisory Services Inc. | 9,875 | $257K | 0.0% | N/A | 0.199% | |
11/6/2023 | MONECO Advisors LLC | 33,465 | $872K | 0.2% | +5.4% | 0.676% | |
11/4/2023 | Magnolia Capital Advisors LLC | 57,410 | $1.44M | 1.4% | N/A | 1.160% | |
10/24/2023 | Eudaimonia Partners LLC | 8,036 | $209K | 0.1% | -29.3% | 0.162% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 755,958 | $19.71M | 0.0% | +0.5% | 15.272% | |
10/24/2023 | Raymond James & Associates | 87,901 | $2.29M | 0.0% | -5.3% | 1.776% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 66,941 | $1.75M | 0.0% | -1.2% | 1.352% | |
10/23/2023 | Commonwealth Equity Services LLC | 54,471 | $1.42M | 0.0% | +24.9% | 1.100% | |
10/16/2023 | Clarus Group Inc. | 36,395 | $949K | 0.7% | N/A | 0.735% | |
10/16/2023 | Axiom Financial Strategies LLC | 202,973 | $5.29M | 3.6% | N/A | 4.100% | |
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10/13/2023 | Global Retirement Partners LLC | 21,666 | $549K | 0.0% | -17.3% | 0.438% | |
10/11/2023 | Geneos Wealth Management Inc. | 32,156 | $838K | 0.0% | +3.0% | 0.650% | |
10/11/2023 | MBL Wealth LLC | 193,794 | $5.05M | 0.7% | +4.1% | 3.915% | |
10/11/2023 | Kathmere Capital Management LLC | 36,272 | $946K | 0.1% | -12.7% | 0.733% | |
8/14/2023 | Eqis Capital Management Inc. | 9,959 | $273K | 0.0% | -20.7% | 0.201% | |
8/10/2023 | Cetera Advisors LLC | 56,536 | $1.55M | 0.0% | +8.1% | 1.142% | |
8/10/2023 | Cetera Advisor Networks LLC | 415,625 | $11.40M | 0.1% | -4.8% | 8.396% | |
8/10/2023 | Cetera Investment Advisers | 29,770 | $817K | 0.0% | -3.4% | 0.601% | |
8/8/2023 | Geneos Wealth Management Inc. | 31,216 | $856K | 0.0% | +14.2% | 0.631% | |
8/4/2023 | Envestnet Asset Management Inc. | 93,550 | $2.57M | 0.0% | -10.1% | 1.890% | |
8/3/2023 | SPC Financial Inc. | 64,927 | $1.78M | 0.2% | +21.5% | 1.396% | |
7/31/2023 | LPL Financial LLC | 138,983 | $3.81M | 0.0% | -4.3% | 2.989% | |
7/27/2023 | Empirical Finance LLC | 225,094 | $6.17M | 0.5% | -1.1% | 4.841% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 752,325 | $20.64M | 0.0% | -0.3% | 16.179% | |
7/25/2023 | Raymond James & Associates | 92,805 | $2.55M | 0.0% | N/A | 1.996% | |
7/21/2023 | PSI Advisors LLC | 1,470 | $40K | 0.0% | N/A | 0.032% | |
7/19/2023 | Eudaimonia Partners LLC | 11,374 | $312K | 0.1% | -4.2% | 0.245% | |
7/17/2023 | MBL Wealth LLC | 186,094 | $5.11M | 0.7% | +9.4% | 4.002% | |
7/13/2023 | Whitaker Myers Wealth Managers LTD. | 48,083 | $1.32M | 0.9% | -1.4% | 1.034% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 67,783 | $1.86M | 0.0% | +18.2% | 1.458% | |
7/12/2023 | Pacer Advisors Inc. | 365,816 | $10.03M | 0.0% | -10.1% | 7.867% | |
7/11/2023 | Brookstone Capital Management | 10,285 | $276K | 0.0% | N/A | 0.221% | |
7/11/2023 | Kathmere Capital Management LLC | 41,570 | $1.14M | 0.2% | -12.3% | 0.894% | |
7/10/2023 | Level Four Advisory Services LLC | 197,604 | $5.42M | 0.3% | N/A | 4.250% | |
6/1/2023 | ORG Partners LLC | 39,505 | $1.05M | 0.3% | N/A | 0.850% | |
5/12/2023 | MONECO Advisors LLC | 31,957 | $839K | 0.2% | +17.8% | 0.687% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 57,336 | $1.51M | 0.0% | -3.4% | 1.233% | |
5/10/2023 | Private Advisor Group LLC | 18,087 | $475K | 0.0% | N/A | 0.389% | |
5/10/2023 | LPL Financial LLC | 145,295 | $3.82M | 0.0% | -1.2% | 3.125% | |
5/9/2023 | SPC Financial Inc. | 53,428 | $1.40M | 0.2% | +16.0% | 1.149% | |
5/8/2023 | Global Retirement Partners LLC | 26,146 | $699K | 0.0% | -3.1% | 0.562% | |
5/2/2023 | Pacer Advisors Inc. | 406,869 | $10.68M | 0.0% | -8.8% | 8.750% | |
4/25/2023 | Geneos Wealth Management Inc. | 27,325 | $718K | 0.0% | +366.1% | 0.635% | |
4/20/2023 | Kathmere Capital Management LLC | 47,421 | $1.25M | 0.2% | -26.1% | 1.103% | |
4/14/2023 | ADE LLC | 22,544 | $592K | 0.4% | +10.6% | 0.524% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 754,464 | $19.81M | 0.0% | -11.7% | 17.546% | |
4/12/2023 | MBL Wealth LLC | 170,033 | $4.47M | 0.7% | +1,136.9% | 3.954% | |
4/5/2023 | Empirical Finance LLC | 227,708 | $5.98M | 0.6% | +2,003.1% | 5.296% | |
3/6/2023 | OLD Mission Capital LLC | 40,148 | $974K | 0.0% | -48.0% | 0.934% | |
2/14/2023 | Cetera Advisor Networks LLC | 529,576 | $12.84M | 0.1% | -11.4% | 12.316% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 853,989 | $20.71M | 0.0% | -6.3% | 19.860% | |
2/8/2023 | Belpointe Asset Management LLC | 3,208 | $78K | 0.0% | N/A | 0.075% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 59,333 | $1.44M | 0.0% | -8.9% | 1.380% | |
2/7/2023 | Commonwealth Equity Services LLC | 42,028 | $1.02M | 0.0% | -34.3% | 0.977% | |
2/7/2023 | LPL Financial LLC | 147,061 | $3.57M | 0.0% | +2.4% | 3.420% | |
2/7/2023 | Envestnet Asset Management Inc. | 110,319 | $2.68M | 0.0% | -12.3% | 2.566% | |
2/6/2023 | Pacer Advisors Inc. | 445,975 | $10.82M | 0.1% | -9.6% | 10.372% | |
2/1/2023 | SPC Financial Inc. | 46,057 | $1.12M | 0.1% | +34.2% | 1.071% | |
1/31/2023 | Kestra Advisory Services LLC | 26,717 | $648K | 0.0% | +80.4% | 0.621% | |
1/31/2023 | Geneos Wealth Management Inc. | 5,862 | $142K | 0.0% | +24.5% | 0.136% | |
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1/30/2023 | ADE LLC | 20,375 | $494K | 0.4% | -26.5% | 0.474% | |
1/27/2023 | Clarus Group Inc. | 15,669 | $380K | 0.3% | -14.5% | 0.364% | |
1/24/2023 | Eudaimonia Partners LLC | 12,176 | $295K | 0.1% | -54.6% | 0.283% | |
1/24/2023 | Kathmere Capital Management LLC | 64,206 | $1.56M | 0.3% | +4.0% | 1.493% | |
1/18/2023 | Private Advisor Group LLC | 18,087 | $439K | 0.0% | +4.0% | 0.411% | |
1/12/2023 | MBL Wealth LLC | 13,747 | $333K | 0.1% | -21.0% | 0.312% | |
11/14/2022 | OLD Mission Capital LLC | 77,173 | $1.88M | 0.1% | +81.5% | 1.625% | |
11/10/2022 | Envestnet Asset Management Inc. | 125,855 | $3.07M | 0.0% | +24.9% | 2.650% | |
11/10/2022 | Clarus Group Inc. | 18,332 | $447K | 0.4% | -5.6% | 0.386% | |
11/4/2022 | Eudaimonia Partners LLC | 26,844 | $655K | 0.2% | -20.8% | 0.565% | |