5/21/2024 | Atria Investments Inc | 160,333 | $7.13M | 0.1% | N/A | 1.088% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 35,334 | $1.57M | 0.0% | +2.5% | 0.240% | |
5/14/2024 | Axxcess Wealth Management LLC | 13,711 | $609K | 0.0% | N/A | 0.093% | |
5/14/2024 | CreativeOne Wealth LLC | 170,771 | $7.59M | 0.3% | -17.6% | 1.159% | |
5/10/2024 | Osaic Holdings Inc. | 361,426 | $16.06M | 0.0% | +17.5% | 2.454% | |
5/8/2024 | Avantax Advisory Services Inc. | 60,103 | $2.67M | 0.0% | -8.8% | 0.408% | |
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5/8/2024 | Legacy Capital Group California Inc. | 95,500 | $4.25M | 1.6% | N/A | 0.648% | |
5/7/2024 | Prospera Private Wealth LLC | 11,830 | $526K | 0.4% | N/A | 0.080% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 10,795 | $480K | 0.0% | +13.5% | 0.073% | |
5/3/2024 | Integrity Financial Corp WA | 11,880 | $528K | 0.4% | -3.4% | 0.080% | |
5/1/2024 | Janney Montgomery Scott LLC | 46,378 | $2.06M | 0.0% | -2.9% | 0.313% | |
5/1/2024 | McCarthy & Cox | 401,129 | $17.83M | 6.7% | N/A | 2.710% | |
4/30/2024 | Astor Investment Management LLC | 506,523 | $22.52M | 8.9% | N/A | 3.422% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 5,310 | $236K | 0.1% | -54.7% | 0.036% | |
4/29/2024 | Commonwealth Equity Services LLC | 535,741 | $23.81M | 0.0% | -1.6% | 3.620% | |
4/23/2024 | Strategic Blueprint LLC | 7,922 | $352K | 0.0% | +22.0% | 0.054% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 351,771 | $15.64M | 0.0% | -64.5% | 2.377% | |
4/22/2024 | Outlook Wealth Advisors LLC | 19,890 | $884K | 0.3% | +116.7% | 0.134% | |
4/22/2024 | Raymond James & Associates | 321,658 | $14.30M | 0.0% | -1.2% | 2.173% | |
4/22/2024 | MBL Wealth LLC | 100,744 | $4.48M | 0.5% | +42.8% | 0.681% | |
4/19/2024 | Advisor Resource Council | 10,383 | $432K | 0.2% | -81.2% | 0.101% | |
4/18/2024 | SeaCrest Wealth Management LLC | 4,814 | $214K | 0.0% | N/A | 0.047% | |
4/15/2024 | Sunbelt Securities Inc. | 15,012 | $667K | 0.1% | -7.1% | 0.147% | |
4/15/2024 | Elevated Capital Advisors LLC | 27,754 | $1.23M | 0.4% | N/A | 0.271% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 4,640 | $206K | 0.0% | N/A | 0.045% | |
4/12/2024 | Keystone Wealth Services LLC | 77,892 | $3.46M | 1.1% | +0.4% | 0.761% | |
4/12/2024 | Lloyd Advisory Services LLC. | 61,012 | $2.71M | 0.5% | N/A | 0.596% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 14,235 | $633K | 0.3% | -4.0% | 0.139% | |
4/11/2024 | RFG Advisory LLC | 5,720 | $254K | 0.0% | -56.5% | 0.056% | |
4/10/2024 | SOA Wealth Advisors LLC. | 10,050 | $447K | 0.1% | -6.6% | 0.098% | |
4/10/2024 | Schulz Wealth LTD. | 42,333 | $1.88M | 1.6% | -4.3% | 0.414% | |
4/5/2024 | NBC Securities Inc. | 10,735 | $477K | 0.0% | -13.9% | 0.105% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 34,484 | $1.44M | 0.0% | -2.4% | 0.337% | |
2/15/2024 | OLD Mission Capital LLC | 210,461 | $8.76M | 0.2% | N/A | 2.057% | |
2/13/2024 | Stephens Inc. AR | 85,114 | $3.54M | 0.1% | -9.9% | 0.832% | |
2/13/2024 | Cetera Advisor Networks LLC | 107,306 | $4.47M | 0.0% | +40.6% | 1.049% | |
2/12/2024 | Schulz Wealth LTD. | 44,228 | $1.84M | 1.8% | N/A | 0.432% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 123,767 | $5.15M | 0.1% | -1.8% | 1.210% | |
2/9/2024 | TBH Global Asset Management LLC | 33,330 | $1.39M | 0.3% | -6.9% | 0.326% | |
2/9/2024 | CreativeOne Wealth LLC | 207,343 | $8.63M | 0.6% | +37.0% | 2.027% | |
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2/8/2024 | Main Street Financial Solutions LLC | 77,676 | $3.23M | 0.4% | -0.5% | 0.759% | |
2/8/2024 | First Heartland Consultants Inc. | 16,943 | $705K | 0.1% | -24.7% | 0.166% | |
2/8/2024 | Savvy Advisors Inc. | 5,715 | $238K | 0.2% | N/A | 0.056% | |
2/8/2024 | Foundations Investment Advisors LLC | 28,741 | $1.22M | 0.0% | -84.3% | 0.281% | |
2/8/2024 | Janney Montgomery Scott LLC | 47,786 | $1.99M | 0.0% | +8.0% | 0.467% | |
2/7/2024 | Avantax Advisory Services Inc. | 65,871 | $2.74M | 0.0% | +5.5% | 0.644% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 9,513 | $396K | 0.0% | +17.6% | 0.093% | |
2/7/2024 | NBC Securities Inc. | 12,468 | $518K | 0.1% | +11.7% | 0.122% | |
2/7/2024 | Principal Securities Inc. | 1,674 | $70K | 0.0% | N/A | 0.016% | |
2/7/2024 | GDS Wealth Management | 167,232 | $6.96M | 0.9% | +6.2% | 1.635% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 11,711 | $487K | 0.3% | +34.8% | 0.114% | |
2/6/2024 | Lincoln National Corp | 8,100 | $337K | 0.0% | +15.7% | 0.079% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 196,593 | $8.18M | 0.3% | -3.5% | 1.922% | |
2/6/2024 | Benjamin Edwards Inc. | 3,050 | $127K | 0.0% | N/A | 0.030% | |
2/6/2024 | Commonwealth Equity Services LLC | 544,692 | $22.67M | 0.0% | -7.0% | 5.324% | |
2/2/2024 | Truist Financial Corp | 32,236 | $1.34M | 0.0% | -3.0% | 0.315% | |
2/2/2024 | Atria Wealth Solutions Inc. | 20,722 | $862K | 0.0% | +156.2% | 0.203% | |
2/1/2024 | Sigma Planning Corp | 14,573 | $607K | 0.0% | -58.8% | 0.142% | |
2/1/2024 | CWM LLC | 334,013 | $13.90M | 0.1% | +6.0% | 3.265% | |
1/31/2024 | Opes Wealth Management LLC | 49,340 | $2.05M | 0.5% | +0.8% | 0.482% | |
1/30/2024 | ACT Advisors LLC. | 5,860 | $244K | 0.1% | N/A | 0.057% | |
1/30/2024 | Aurora Private Wealth Inc. | 22,036 | $917K | 0.9% | +3.8% | 0.215% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 14,825 | $617K | 0.3% | -6.4% | 0.145% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 16,195 | $621K | 0.1% | -5.2% | 0.158% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 1,228 | $51K | 0.0% | N/A | 0.012% | |
1/25/2024 | Strategic Blueprint LLC | 6,493 | $270K | 0.0% | -67.3% | 0.063% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 27,249 | $1.13M | 0.3% | -0.9% | 0.266% | |
1/19/2024 | B.O.S.S. Retirement Advisors LLC | 16,195 | $621K | 1.9% | -5.2% | 0.158% | |
1/18/2024 | MBL Wealth LLC | 70,544 | $2.94M | 0.4% | N/A | 0.690% | |
1/17/2024 | Keystone Wealth Services LLC | 77,557 | $3.23M | 1.1% | +1.3% | 0.758% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 990,634 | $41.23M | 0.1% | +178.1% | 9.684% | |
1/16/2024 | Raymond James & Associates | 325,585 | $13.55M | 0.0% | +54.3% | 3.183% | |
1/16/2024 | Wolff Wiese Magana LLC | 2,492 | $104K | 0.1% | N/A | 0.024% | |
1/16/2024 | CoreCap Advisors LLC | 4,929 | $205K | 0.0% | N/A | 0.048% | |
1/12/2024 | Advisor Resource Council | 55,288 | $2.30M | 0.3% | +185.1% | 0.540% | |
1/9/2024 | Sage Capital Advisors llc | 19,420 | $808K | 0.3% | +16.4% | 0.190% | |
1/8/2024 | B.O.S.S. Retirement Advisors LLC | 16,195 | $621K | 0.1% | -5.2% | 0.158% | |
12/11/2023 | Sunbelt Securities Inc. | 17,027 | $653K | 0.1% | +18.6% | 0.166% | |
12/6/2023 | Fragasso Group Inc. | 5,666 | $217K | 0.0% | N/A | 0.055% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 35,334 | $1.36M | 0.0% | N/A | 0.345% | |
11/16/2023 | Harbour Investments Inc. | 65,395 | $2.51M | 0.1% | +440.1% | 0.639% | |
11/15/2023 | Axxcess Wealth Management LLC | 8,372 | $321K | 0.0% | N/A | 0.082% | |
11/14/2023 | Milestone Asset Management LLC | 152,686 | $5.85M | 2.0% | N/A | 1.493% | |
11/14/2023 | Mutual Advisors LLC | 6,428 | $247K | 0.0% | -12.5% | 0.063% | |
11/13/2023 | EPG Wealth Management LLC | 10,725 | $411K | 0.1% | +4,666.7% | 0.105% | |
11/13/2023 | Mariner LLC | 29,922 | $1.15M | 0.0% | +171.7% | 0.292% | |
11/13/2023 | Envestnet Asset Management Inc. | 171,297 | $6.57M | 0.0% | +314.8% | 1.674% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 8,088 | $310K | 0.0% | N/A | 0.079% | |
11/13/2023 | Kestra Advisory Services LLC | 27,132 | $1.04M | 0.0% | +135.6% | 0.265% | |
11/9/2023 | First Heartland Consultants Inc. | 22,515 | $863K | 0.1% | N/A | 0.220% | |
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11/8/2023 | AIFG Consultants Ltd. | 165,030 | $6.33M | 5.2% | N/A | 1.613% | |
11/8/2023 | Janney Montgomery Scott LLC | 44,233 | $1.70M | 0.0% | +440.5% | 0.432% | |
11/8/2023 | Atria Wealth Solutions Inc. | 8,088 | $310K | 0.0% | N/A | 0.079% | |
11/8/2023 | Avantax Advisory Services Inc. | 62,416 | $2.39M | 0.0% | +555.4% | 0.610% | |
11/8/2023 | Kestra Private Wealth Services LLC | 15,835 | $607K | 0.0% | +147.6% | 0.155% | |
11/6/2023 | Authentikos Wealth Advisory LLC | 5,760 | $221K | 0.2% | N/A | 0.056% | |
11/6/2023 | Sigma Planning Corp | 35,384 | $1.36M | 0.1% | N/A | 0.346% | |
11/6/2023 | Lincoln National Corp | 7,000 | $268K | 0.0% | N/A | 0.068% | |
11/4/2023 | NBC Securities Inc. | 11,158 | $427K | 0.0% | N/A | 0.109% | |
11/3/2023 | Main Street Financial Solutions LLC | 78,086 | $3.00M | 0.4% | +346.7% | 0.763% | |