7/26/2024 | Cambridge Investment Research Advisors Inc. | 86,896 | $5.04M | 0.0% | +0.2% | 1.975% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 10,429 | $605K | 0.0% | N/A | 0.237% | |
7/25/2024 | RFP Financial Group LLC | 3,339 | $194K | 0.1% | +262.1% | 0.076% | |
7/22/2024 | Atria Wealth Solutions Inc. | 185,377 | $10.76M | 0.1% | +17.1% | 4.213% | |
7/22/2024 | Liberty One Investment Management LLC | 39,652 | $2.30M | 0.3% | -0.5% | 0.901% | |
7/22/2024 | Dakota Wealth Management | 85,374 | $4.96M | 0.1% | -7.3% | 1.940% | |
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7/20/2024 | Raymond James Financial Services Advisors Inc. | 231,032 | $13.41M | 0.0% | +156.4% | 5.251% | |
7/18/2024 | WealthCare Investment Partners LLC | 49,594 | $2.88M | 1.3% | -29.0% | 1.127% | |
7/16/2024 | Friedenthal Financial | 39,425 | $2.29M | 1.4% | -2.8% | 0.896% | |
7/12/2024 | Walker Asset Management LLC | 6,886 | $400K | 0.3% | -5.5% | 0.157% | |
7/1/2024 | Jackson Wealth Management LLC | 16,108 | $935K | 0.2% | -43.7% | 0.366% | |
6/11/2024 | Jackson Wealth Management LLC | 28,604 | $1.62M | 0.2% | +28.6% | 0.650% | |
5/24/2024 | Cetera Advisors LLC | 10,191 | $577K | 0.0% | N/A | 0.232% | |
5/17/2024 | Comerica Bank | 1,799 | $102K | 0.0% | -85.9% | 0.041% | |
5/17/2024 | Alethea Capital Management LLC | 11,396 | $645K | 0.5% | N/A | 0.259% | |
5/9/2024 | RFP Financial Group LLC | 922 | $52K | 0.0% | N/A | 0.021% | |
5/9/2024 | Delos Wealth Advisors LLC | 6,126 | $347K | 0.4% | -6.0% | 0.139% | |
5/6/2024 | Advisory Alpha LLC | 8,218 | $465K | 0.0% | +4.0% | 0.187% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 7,005 | $396K | 0.2% | -6.2% | 0.158% | |
4/30/2024 | Private Advisor Group LLC | 17,856 | $1.01M | 0.0% | -41.8% | 0.404% | |
4/30/2024 | Commonwealth Equity Services LLC | 17,403 | $985K | 0.0% | -9.3% | 0.394% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 86,719 | $4.91M | 0.0% | -1.3% | 1.962% | |
4/24/2024 | Dakota Wealth Management | 92,050 | $5.21M | 0.1% | -1.9% | 2.083% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 90,101 | $5.10M | 0.0% | +2.1% | 2.038% | |
4/15/2024 | WealthCare Investment Partners LLC | 69,850 | $3.95M | 1.9% | -13.1% | 1.136% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 4,250 | $232K | 0.0% | N/A | 0.069% | |
2/9/2024 | Advisory Services Network LLC | 34,463 | $1.88M | 0.0% | N/A | 0.560% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 87,831 | $4.79M | 0.0% | N/A | 1.428% | |
2/8/2024 | Stelac Advisory Services LLC | 11,344 | $619K | 0.3% | N/A | 0.184% | |
2/7/2024 | Sanctuary Wealth Management L.L.C. | 3,698 | $202K | 0.2% | N/A | 0.060% | |
2/7/2024 | Delos Wealth Advisors LLC | 6,516 | $356K | 0.5% | N/A | 0.106% | |
2/7/2024 | Salomon & Ludwin LLC | 638 | $32K | 0.0% | N/A | 0.010% | |
2/6/2024 | Lincoln National Corp | 6,767 | $369K | 0.0% | N/A | 0.110% | |
2/6/2024 | Private Advisor Group LLC | 30,688 | $1.67M | 0.0% | N/A | 0.499% | |
2/6/2024 | National Bank of Canada FI | 2,578 | $143K | 0.0% | N/A | 0.042% | |
2/6/2024 | SRS Capital Advisors Inc. | 478 | $26K | 0.0% | N/A | 0.008% | |
2/6/2024 | First Horizon Advisors Inc. | 510 | $28K | 0.0% | N/A | 0.008% | |
2/5/2024 | Flaharty Asset Management LLC | 26,055 | $1.42M | 0.2% | N/A | 0.424% | |
2/2/2024 | Truist Financial Corp | 5,279 | $288K | 0.0% | N/A | 0.086% | |
2/2/2024 | Atria Wealth Solutions Inc. | 148,883 | $8.12M | 0.1% | N/A | 2.421% | |
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2/1/2024 | Signaturefd LLC | 580 | $32K | 0.0% | N/A | 0.009% | |
2/1/2024 | Tradewinds Capital Management LLC | 1,596 | $87K | 0.0% | N/A | 0.026% | |
1/30/2024 | Allen Capital Group LLC | 4,164 | $227K | 0.0% | N/A | 0.068% | |
1/30/2024 | Capital Analysts LLC | 7,699 | $420K | 0.0% | N/A | 0.125% | |
1/30/2024 | Dakota Wealth Management | 93,836 | $5.12M | 0.2% | N/A | 1.526% | |
1/29/2024 | Nottingham Advisors Inc. | 5,235 | $286K | 0.0% | N/A | 0.085% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 7,465 | $407K | 0.3% | N/A | 0.121% | |
1/29/2024 | Friedenthal Financial | 39,048 | $2.13M | 1.4% | N/A | 0.635% | |
1/26/2024 | Liberty One Investment Management LLC | 40,526 | $2.21M | 0.3% | N/A | 0.659% | |
1/26/2024 | Geneos Wealth Management Inc. | 18,146 | $990K | 0.0% | N/A | 0.295% | |
1/26/2024 | WESPAC Advisors LLC | 8,275 | $452K | 0.3% | N/A | 0.135% | |
1/25/2024 | International Assets Investment Management LLC | 62,154 | $3.39M | 0.0% | N/A | 1.011% | |
1/25/2024 | WESPAC Advisors SoCal LLC | 8,650 | $472K | 0.1% | N/A | 0.141% | |
1/24/2024 | International Assets Investment Management LLC | 62,154 | $3.39M | 0.0% | N/A | 1.011% | |
1/24/2024 | Private Trust Co. NA | 1,934 | $106K | 0.0% | N/A | 0.031% | |
1/23/2024 | Advisory Alpha LLC | 7,900 | $431K | 0.0% | N/A | 0.128% | |
1/23/2024 | Carmichael Hill & Associates Inc. | 1,140 | $62K | 0.0% | N/A | 0.019% | |
1/23/2024 | WealthShield Partners LLC | 790 | $43K | 0.0% | N/A | 0.013% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 625 | $34K | 0.0% | N/A | 0.010% | |
1/23/2024 | Denver Wealth Management Inc. | 9,138 | $499K | 0.3% | N/A | 0.149% | |
1/19/2024 | PFG Advisors | 5,190 | $283K | 0.0% | N/A | 0.084% | |
1/18/2024 | WealthCare Investment Partners LLC | 80,412 | $4.49M | 2.5% | N/A | 1.308% | |
1/17/2024 | SignalPoint Asset Management LLC | 21,285 | $1.16M | 0.3% | N/A | 0.346% | |
1/17/2024 | ZRC Wealth Management LLC | 6,800 | $342K | 0.2% | N/A | 0.111% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 88,275 | $4.82M | 0.0% | N/A | 1.435% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 8,131 | $440K | 0.1% | N/A | 0.132% | |
1/11/2024 | Ausdal Financial Partners Inc. | 13,481 | $736K | 0.1% | N/A | 0.219% | |
1/11/2024 | BKM Wealth Management LLC | 1,881 | $103K | 0.0% | N/A | 0.031% | |
1/11/2024 | BKM Wealth Management LLC | 1,881 | $103K | 0.0% | N/A | 0.031% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 629 | $34K | 0.0% | N/A | 0.010% | |
1/8/2024 | Walker Asset Management LLC | 7,238 | $395K | 0.3% | N/A | 0.118% | |