5/8/2024 | Ethos Financial Group LLC | 93,524 | $8.35M | 1.6% | N/A | 0.988% | |
5/8/2024 | Legacy Capital Group California Inc. | 3,182 | $284K | 0.1% | N/A | 0.034% | |
5/7/2024 | Oppenheimer & Co. Inc. | 8,277 | $739K | 0.0% | +1.8% | 0.087% | |
5/4/2024 | Geneos Wealth Management Inc. | 15,382 | $1.37M | 0.1% | +4.4% | 0.162% | |
5/2/2024 | Choreo LLC | 2,320 | $207K | 0.0% | N/A | 0.024% | |
5/1/2024 | Janney Montgomery Scott LLC | 5,186 | $463K | 0.0% | +4.2% | 0.055% | |
|
4/30/2024 | Private Advisor Group LLC | 106,712 | $9.53M | 0.1% | -1.2% | 1.127% | |
4/29/2024 | Commonwealth Equity Services LLC | 110,262 | $9.85M | 0.0% | -5.9% | 1.164% | |
4/26/2024 | YHB Investment Advisors Inc. | 475 | $42K | 0.0% | N/A | 0.005% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 8,600 | $768K | 0.0% | N/A | 0.091% | |
4/25/2024 | Summit Financial LLC | 3,183 | $284K | 0.0% | N/A | 0.034% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 167,295 | $14.94M | 0.1% | +4.2% | 1.767% | |
4/24/2024 | Win Advisors Inc. | 34,887 | $3.12M | 1.4% | -14.4% | 0.368% | |
4/24/2024 | Fulcrum Equity Management | 14,024 | $1.25M | 1.5% | N/A | 0.148% | |
4/24/2024 | Spire Wealth Management | 32,178 | $2.87M | 0.1% | +10.0% | 0.340% | |
4/23/2024 | Covenant Asset Management LLC | 6,118 | $546K | 0.1% | -12.0% | 0.065% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 54,315 | $4.85M | 0.0% | -1.4% | 0.574% | |
4/22/2024 | Raymond James & Associates | 400,466 | $35.76M | 0.0% | +15.5% | 4.229% | |
4/19/2024 | Cornerstone Wealth Management LLC | 58,129 | $5.19M | 0.4% | +1.6% | 0.614% | |
4/19/2024 | Advisor Resource Council | 3,512 | $314K | 0.1% | N/A | 0.037% | |
4/19/2024 | Evolution Wealth Advisors LLC | 5,000 | $446K | 0.1% | N/A | 0.053% | |
4/18/2024 | Verum Partners LLC | 2,317 | $207K | 0.1% | N/A | 0.024% | |
4/18/2024 | Exchange Capital Management Inc. | 3,180 | $284K | 0.0% | -18.0% | 0.034% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 53,682 | $4.79M | 0.2% | -0.3% | 0.567% | |
4/9/2024 | Mather Group LLC. | 5,104 | $456K | 0.0% | +3.7% | 0.056% | |
3/22/2024 | PNC Financial Services Group Inc. | 6,321 | $491K | 0.0% | +37.1% | 0.069% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 4,615 | $359K | 0.0% | -6.3% | 0.050% | |
2/15/2024 | Comerica Bank | 18,640 | $1.45M | 0.0% | -8.2% | 0.203% | |
2/14/2024 | Traction Financial Partners LLC | 3,553 | $276K | 0.2% | N/A | 0.039% | |
2/12/2024 | Focus Financial Network Inc. ADV | 11,438 | $889K | 0.0% | N/A | 0.124% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 12,112 | $941K | 0.0% | -6.0% | 0.132% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 160,514 | $12.47M | 0.1% | -5.7% | 1.747% | |
2/9/2024 | JPL Wealth Management LLC | 22,474 | $1.75M | 1.3% | N/A | 0.245% | |
2/9/2024 | EverSource Wealth Advisors LLC | 3,398 | $264K | 0.0% | -3.9% | 0.037% | |
2/9/2024 | Wells Fargo & Company MN | 118,857 | $9.24M | 0.0% | -7.7% | 1.293% | |
2/9/2024 | Thoroughbred Financial Services LLC | 13,381 | $1.04M | 0.1% | -1.5% | 0.146% | |
2/9/2024 | Paragon Private Wealth Management LLC | 3,335 | $259K | 0.2% | -27.5% | 0.036% | |
2/9/2024 | UBS Group AG | 232,099 | $18.03M | 0.0% | -1.4% | 2.526% | |
2/9/2024 | PNC Financial Services Group Inc. | 6,321 | $491K | 0.0% | +37.1% | 0.069% | |
2/8/2024 | Meridian Wealth Management LLC | 48,979 | $3.81M | 0.2% | N/A | 0.533% | |
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2/8/2024 | Beacon Pointe Advisors LLC | 14,607 | $1.14M | 0.0% | -10.6% | 0.159% | |
2/7/2024 | Northwest Financial Advisors | 1,150 | $89K | 0.1% | N/A | 0.013% | |
2/7/2024 | Principal Securities Inc. | 3,015 | $234K | 0.0% | N/A | 0.033% | |
2/6/2024 | EdgeRock Capital LLC | 640 | $54K | 0.0% | N/A | 0.007% | |
2/6/2024 | Balanced Wealth Group LLC | 17,703 | $1.38M | 0.7% | N/A | 0.193% | |
2/6/2024 | Apollon Wealth Management LLC | 15,384 | $1.20M | 0.0% | N/A | 0.167% | |
2/6/2024 | Private Advisor Group LLC | 108,050 | $8.40M | 0.1% | +0.2% | 1.176% | |
2/6/2024 | Spire Wealth Management | 29,245 | $2.37M | 0.1% | -71.7% | 0.318% | |
2/6/2024 | Merit Financial Group LLC | 20,943 | $1.63M | 0.0% | -16.8% | 0.228% | |
2/5/2024 | Win Advisors Inc. | 40,750 | $3.17M | 1.4% | N/A | 0.443% | |
2/5/2024 | Mather Group LLC. | 4,924 | $383K | 0.0% | -5.9% | 0.054% | |
2/2/2024 | Truist Financial Corp | 51,153 | $3.98M | 0.0% | -6.8% | 0.557% | |
2/2/2024 | Atria Wealth Solutions Inc. | 13,862 | $1.08M | 0.0% | +2.6% | 0.151% | |
2/2/2024 | Bfsg LLC | 1,900 | $148K | 0.0% | N/A | 0.021% | |
2/1/2024 | Prism Advisors Inc. | 24,934 | $1.94M | 0.6% | -0.6% | 0.271% | |
2/1/2024 | CWM LLC | 75,668 | $5.88M | 0.0% | +0.4% | 0.823% | |
1/31/2024 | Institute for Wealth Management LLC. | 33,192 | $2.58M | 0.4% | -13.8% | 0.361% | |
1/30/2024 | Investment Advisory Group LLC | 2,800 | $218K | 0.1% | N/A | 0.030% | |
1/30/2024 | Investors Research Corp | 8,155 | $634K | 0.2% | +6.0% | 0.089% | |
1/29/2024 | Koshinski Asset Management Inc. | 12,033 | $935K | 0.1% | +91.6% | 0.131% | |
1/26/2024 | Cerity Partners LLC | 2,970 | $231K | 0.0% | N/A | 0.032% | |
1/26/2024 | Geneos Wealth Management Inc. | 14,736 | $1.15M | 0.1% | +21.8% | 0.160% | |
1/25/2024 | International Assets Investment Management LLC | 112,775 | $8.76M | 0.0% | N/A | 1.227% | |
1/25/2024 | Asset Management Resources LLC | 2,762 | $215K | 0.1% | N/A | 0.030% | |
1/24/2024 | Arkadios Wealth Advisors | 4,252 | $330K | 0.0% | -11.9% | 0.046% | |
1/24/2024 | International Assets Investment Management LLC | 112,775 | $8.76M | 0.0% | N/A | 1.227% | |
1/24/2024 | Total Clarity Wealth Management Inc. | 2,952 | $229K | 0.1% | N/A | 0.032% | |
1/18/2024 | Global Retirement Partners LLC | 410 | $32K | 0.0% | +127.8% | 0.004% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 55,067 | $4.28M | 0.0% | -3.6% | 0.599% | |
1/16/2024 | Raymond James & Associates | 346,873 | $26.95M | 0.0% | +1.7% | 3.774% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 53,855 | $4.09M | 0.2% | +1,421.8% | 0.586% | |
1/10/2024 | Cornerstone Wealth Management LLC | 57,221 | $4.45M | 0.4% | +10.9% | 0.623% | |
12/6/2023 | Citigroup Inc. | 1,928 | $131K | 0.0% | -13.5% | 0.021% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 4,923 | $334K | 0.0% | -5.9% | 0.054% | |
11/20/2023 | Silver Oak Securities Incorporated | 6,243 | $423K | 0.1% | -41.1% | 0.068% | |
11/16/2023 | Horizon Family Wealth Inc. | 3,158 | $214K | 0.1% | -90.4% | 0.034% | |
11/15/2023 | Integrated Wealth Concepts LLC | 17,844 | $1.21M | 0.0% | +1.1% | 0.194% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 782 | $53K | 0.0% | N/A | 0.009% | |
11/13/2023 | LPL Financial LLC | 603,030 | $40.88M | 0.0% | +5.4% | 6.562% | |
11/13/2023 | Envestnet Asset Management Inc. | 73,613 | $4.99M | 0.0% | -8.5% | 0.801% | |
11/13/2023 | Kestra Advisory Services LLC | 66,671 | $4.52M | 0.0% | +4.2% | 0.725% | |
11/13/2023 | PNC Financial Services Group Inc. | 4,611 | $313K | 0.0% | -8.7% | 0.050% | |
11/9/2023 | UBS Group AG | 235,464 | $15.96M | 0.0% | -0.3% | 2.562% | |
11/8/2023 | Janney Montgomery Scott LLC | 4,846 | $329K | 0.0% | N/A | 0.053% | |
11/8/2023 | Atria Wealth Solutions Inc. | 13,514 | $916K | 0.0% | +6.8% | 0.147% | |
11/8/2023 | Spire Wealth Management | 103,275 | $7.00M | 0.3% | +325.9% | 1.124% | |
11/8/2023 | First Command Advisory Services Inc. | 740 | $50K | 0.0% | N/A | 0.008% | |
11/8/2023 | Oppenheimer & Co. Inc. | 7,307 | $495K | 0.0% | -2.8% | 0.080% | |
11/7/2023 | Cornerstone Wealth Management LLC | 51,603 | $3.50M | 0.3% | +9.3% | 0.562% | |
11/7/2023 | Firestone Capital Management | 37,076 | $2.51M | 0.9% | -1.2% | 0.403% | |
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11/3/2023 | Private Advisor Group LLC | 107,844 | $7.31M | 0.1% | +7.7% | 1.173% | |
10/24/2023 | Stratos Wealth Partners LTD. | 25,628 | $1.74M | 0.0% | +8.4% | 0.279% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 57,146 | $3.87M | 0.0% | +9.9% | 0.622% | |
10/24/2023 | Raymond James & Associates | 340,970 | $23.11M | 0.0% | -1.0% | 3.710% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 170,186 | $11.54M | 0.1% | +4.9% | 1.852% | |
10/23/2023 | Commonwealth Equity Services LLC | 146,955 | $9.96M | 0.0% | -5.6% | 1.599% | |
10/13/2023 | Arkadios Wealth Advisors | 4,828 | $327K | 0.0% | -21.6% | 0.053% | |
10/13/2023 | Ullmann Wealth Partners Group LLC | 25,985 | $1.76M | 0.3% | +1.3% | 0.283% | |
10/11/2023 | Geneos Wealth Management Inc. | 12,100 | $820K | 0.0% | +52.3% | 0.132% | |
10/11/2023 | CWM LLC | 75,375 | $5.11M | 0.0% | -2.4% | 0.820% | |