5/9/2024 | Kingsview Wealth Management LLC | 62,071 | $4.08M | 0.1% | +9.5% | 1.514% | |
5/8/2024 | US Bancorp DE | 21,428 | $1.41M | 0.0% | +8.3% | 0.523% | |
5/7/2024 | Bedel Financial Consulting Inc. | 46,698 | $3.07M | 0.5% | +3.6% | 1.139% | |
5/7/2024 | Concurrent Investment Advisors LLC | 78,765 | $5.17M | 0.2% | -4.9% | 1.921% | |
5/7/2024 | 49 Wealth Management LLC | 4,104 | $268K | 0.1% | N/A | 0.100% | |
5/4/2024 | Geneos Wealth Management Inc. | 8,128 | $534K | 0.0% | -1.9% | 0.198% | |
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4/30/2024 | Private Advisor Group LLC | 8,410 | $553K | 0.0% | N/A | 0.205% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 52,451 | $3.45M | 0.1% | -1.1% | 1.279% | |
4/26/2024 | MONECO Advisors LLC | 26,472 | $1.74M | 0.3% | -27.8% | 0.646% | |
4/25/2024 | MTM Investment Management LLC | 17,667 | $1.16M | 0.5% | -4.2% | 0.431% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 85,555 | $5.62M | 0.0% | +392.1% | 2.087% | |
4/24/2024 | Strid Group LLC | 4,410 | $290K | 0.1% | -18.0% | 0.108% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 60,414 | $3.97M | 0.0% | -59.2% | 1.474% | |
4/18/2024 | HFG Advisors Inc. | 19,755 | $1.30M | 1.2% | +8.1% | 0.482% | |
3/13/2024 | MONECO Advisors LLC | 36,666 | $2.31M | 0.4% | -17.0% | 0.905% | |
3/6/2024 | Willner & Heller LLC | 8,749 | $551K | 0.6% | N/A | 0.216% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 18,319 | $1.15M | 0.0% | -2.6% | 0.452% | |
2/9/2024 | US Bancorp DE | 19,780 | $1.25M | 0.0% | +6.2% | 0.488% | |
2/9/2024 | Tidemark LLC | 3,731 | $235K | 0.1% | N/A | 0.092% | |
2/8/2024 | Kingsview Wealth Management LLC | 56,682 | $3.57M | 0.1% | +38.4% | 1.400% | |
2/8/2024 | Bedel Financial Consulting Inc. | 45,086 | $2.84M | 0.5% | -0.5% | 1.113% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 53,047 | $3.34M | 0.1% | +41.8% | 1.310% | |
2/5/2024 | MONECO Advisors LLC | 36,666 | $2.31M | 0.4% | -17.0% | 0.905% | |
2/2/2024 | IAG Wealth Partners LLC | 1,059 | $67K | 0.0% | -97.4% | 0.026% | |
2/1/2024 | CWM LLC | 1,168 | $74K | 0.0% | +22.7% | 0.029% | |
1/31/2024 | Strid Group LLC | 5,377 | $338K | 0.1% | -14.7% | 0.133% | |
1/29/2024 | Moneywise Inc. | 50,958 | $3.21M | 1.8% | -8.7% | 1.258% | |
1/29/2024 | Wealth Effects LLC | 3,302 | $208K | 0.1% | N/A | 0.082% | |
1/26/2024 | Geneos Wealth Management Inc. | 8,287 | $521K | 0.0% | +24.4% | 0.205% | |
1/25/2024 | International Assets Investment Management LLC | 166,360 | $10.47M | 0.0% | N/A | 4.108% | |
1/24/2024 | Arkadios Wealth Advisors | 4,022 | $253K | 0.0% | N/A | 0.099% | |
1/24/2024 | International Assets Investment Management LLC | 166,360 | $10.47M | 0.0% | N/A | 4.108% | |
1/19/2024 | Wagner Wealth Management LLC | 2,922 | $184K | 0.1% | -11.7% | 0.074% | |
1/17/2024 | J Arnold Wealth Management Co | 208,878 | $13.14M | 4.5% | +5.4% | 5.645% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 147,898 | $9.31M | 0.0% | +1.9% | 3.997% | |
1/16/2024 | Raymond James & Associates | 53,083 | $3.34M | 0.0% | -3.2% | 1.435% | |
1/16/2024 | MTM Investment Management LLC | 18,442 | $1.16M | 0.5% | -4.0% | 0.498% | |
1/12/2024 | HFG Advisors Inc. | 18,267 | $1.15M | 1.1% | +1.7% | 0.494% | |
1/12/2024 | Independent Wealth Network Inc. | 5,474 | $344K | 0.2% | -20.4% | 0.148% | |
1/9/2024 | IFP Advisors Inc | 119,687 | $7.53M | 0.4% | +9.6% | 3.235% | |
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11/14/2023 | Tower Research Capital LLC TRC | 13,644 | $769K | 0.0% | +8.3% | 0.345% | |
11/13/2023 | LPL Financial LLC | 386,991 | $21.81M | 0.0% | -12.4% | 9.797% | |
11/13/2023 | Kestra Advisory Services LLC | 18,666 | $1.05M | 0.0% | +5.7% | 0.473% | |
11/9/2023 | UBS Group AG | 36,472 | $2.06M | 0.0% | +44.1% | 0.923% | |
11/8/2023 | J Arnold Wealth Management Co | 198,184 | $11.17M | 4.5% | N/A | 5.017% | |
11/8/2023 | Janney Montgomery Scott LLC | 6,415 | $362K | 0.0% | -3.0% | 0.162% | |
11/8/2023 | Atria Wealth Solutions Inc. | 4,632 | $261K | 0.0% | -76.1% | 0.117% | |
11/8/2023 | Avantax Advisory Services Inc. | 8,148 | $459K | 0.0% | +12.5% | 0.206% | |
11/7/2023 | Kingsview Wealth Management LLC | 40,964 | $2.31M | 0.1% | +5.3% | 1.037% | |
11/6/2023 | MONECO Advisors LLC | 44,157 | $2.49M | 0.7% | -6.3% | 1.118% | |
10/27/2023 | Financial Advocates Investment Management | 4,005 | $226K | 0.0% | -7.0% | 0.097% | |
10/27/2023 | Dunhill Financial LLC | 27,062 | $1.52M | 1.0% | +5.0% | 0.652% | |
10/24/2023 | IAG Wealth Partners LLC | 40,437 | $2.28M | 0.6% | -2.8% | 0.974% | |
10/24/2023 | Clearwater Capital Advisors LLC | 8,097 | $456K | 0.1% | -11.8% | 0.195% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 145,149 | $8.18M | 0.0% | -7.0% | 3.498% | |
10/24/2023 | Raymond James & Associates | 54,821 | $3.09M | 0.0% | -2.0% | 1.321% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 15,098 | $851K | 0.0% | -7.1% | 0.364% | |
10/23/2023 | Moneywise Inc. | 55,790 | $3.14M | 2.0% | -1.8% | 1.344% | |
10/23/2023 | Commonwealth Equity Services LLC | 7,238 | $408K | 0.0% | -35.1% | 0.174% | |
10/18/2023 | Pinnacle Bancorp Inc. | 4,439 | $246K | 0.1% | N/A | 0.107% | |
10/12/2023 | IFP Advisors Inc | 109,156 | $6.15M | 0.3% | +6.4% | 2.630% | |
10/11/2023 | Independent Wealth Network Inc. | 6,877 | $388K | 0.2% | +2.8% | 0.166% | |
10/11/2023 | Geneos Wealth Management Inc. | 6,664 | $376K | 0.0% | +7.3% | 0.161% | |
8/23/2023 | Dunhill Financial LLC | 25,785 | $1.52M | 1.0% | N/A | 0.716% | |
8/14/2023 | IFP Advisors Inc | 102,581 | $6.18M | 0.3% | +5.6% | 2.849% | |
8/11/2023 | Kestra Advisory Services LLC | 17,661 | $1.06M | 0.0% | -6.2% | 0.491% | |
8/10/2023 | IAG Wealth Partners LLC | 41,598 | $2.50M | 0.7% | +30.5% | 1.156% | |
8/9/2023 | Flow Traders U.S. LLC | 9,648 | $581K | 0.0% | -31.1% | 0.268% | |
8/8/2023 | Geneos Wealth Management Inc. | 6,211 | $374K | 0.0% | +17.4% | 0.173% | |
8/4/2023 | Envestnet Asset Management Inc. | 57,950 | $3.49M | 0.0% | -6.7% | 1.610% | |
8/4/2023 | IFP Advisors Inc | 102,581 | $4.92M | 0.2% | +5.6% | 2.849% | |
8/3/2023 | Atria Wealth Solutions Inc. | 19,380 | $1.17M | 0.0% | +278.4% | 0.538% | |
8/3/2023 | MONECO Advisors LLC | 47,141 | $2.84M | 0.8% | -2.7% | 1.309% | |
7/31/2023 | LPL Financial LLC | 441,628 | $26.59M | 0.0% | +12.1% | 12.267% | |
7/26/2023 | Janney Montgomery Scott LLC | 6,615 | $398K | 0.0% | -24.1% | 0.184% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 156,150 | $9.40M | 0.0% | -27.0% | 4.338% | |
7/25/2023 | Raymond James & Associates | 55,918 | $3.37M | 0.0% | -10.6% | 1.553% | |
7/25/2023 | Strid Group LLC | 6,305 | $380K | 0.1% | +8.1% | 0.175% | |
7/24/2023 | Moneywise Inc. | 56,789 | $3.42M | 2.1% | -3.4% | 1.577% | |
7/20/2023 | International Assets Investment Management LLC | 16,166 | $715K | 0.1% | N/A | 0.449% | |
7/18/2023 | Stratos Wealth Partners LTD. | 8,828 | $532K | 0.0% | +4.0% | 0.245% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 16,248 | $978K | 0.0% | -14.4% | 0.451% | |
5/12/2023 | MONECO Advisors LLC | 48,454 | $2.80M | 0.8% | -1.0% | 1.328% | |
5/11/2023 | Financial Advocates Investment Management | 4,405 | $255K | 0.0% | -14.9% | 0.121% | |
5/10/2023 | Clearwater Capital Advisors LLC | 9,178 | $531K | 0.1% | -13.3% | 0.251% | |
5/10/2023 | LPL Financial LLC | 393,908 | $22.79M | 0.0% | +3.3% | 10.792% | |
5/9/2023 | Tower Research Capital LLC TRC | 18,040 | $1.04M | 0.0% | +89.3% | 0.494% | |
5/9/2023 | RFG Advisory LLC | 8,349 | $483K | 0.0% | -31.7% | 0.229% | |
5/9/2023 | US Bancorp DE | 18,630 | $1.08M | 0.0% | +3.8% | 0.510% | |
5/2/2023 | Bedel Financial Consulting Inc. | 43,376 | $2.51M | 0.6% | +10.3% | 1.188% | |
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5/2/2023 | Arkadios Wealth Advisors | 3,504 | $203K | 0.0% | -33.9% | 0.096% | |
5/1/2023 | Csenge Advisory Group | 9,774 | $565K | 0.0% | -87.4% | 0.268% | |
4/28/2023 | Avantax Advisory Services Inc. | 9,604 | $556K | 0.0% | +16.9% | 0.263% | |
4/28/2023 | Ameritas Advisory Services LLC | 2,145 | $124K | 0.0% | -45.1% | 0.059% | |
4/28/2023 | Janney Montgomery Scott LLC | 8,717 | $504K | 0.0% | +37.4% | 0.239% | |
4/27/2023 | Stratos Wealth Partners LTD. | 8,490 | $491K | 0.0% | N/A | 0.233% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 57,903 | $3.35M | 0.1% | +28.7% | 1.586% | |
4/25/2023 | IAG Wealth Partners LLC | 31,865 | $1.84M | 0.5% | +63.6% | 0.873% | |
4/25/2023 | Geneos Wealth Management Inc. | 5,289 | $306K | 0.0% | -22.9% | 0.145% | |
4/24/2023 | Strid Group LLC | 5,832 | $337K | 0.1% | -35.6% | 0.162% | |