5/10/2024 | Spirepoint Private Client LLC | 35,436 | $1.02M | 0.2% | N/A | 0.146% | |
5/8/2024 | Avantax Advisory Services Inc. | 63,872 | $1.85M | 0.0% | -3.4% | 0.264% | |
5/7/2024 | Pointe Capital Management LLC | 11,804 | $341K | 0.2% | -5.3% | 0.049% | |
5/7/2024 | Retirement Planning Co of New England Inc. | 10,742 | $311K | 0.2% | -10.4% | 0.044% | |
5/7/2024 | Mystic Asset Management Inc. | 17,485 | $505K | 0.2% | +5.7% | 0.072% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 42,395 | $1.23M | 0.0% | +7.6% | 0.175% | |
|
5/1/2024 | Prosperity Consulting Group LLC | 13,613 | $394K | 0.0% | -26.8% | 0.056% | |
5/1/2024 | Private Advisor Group LLC | 13,297 | $384K | 0.0% | -7.5% | 0.055% | |
4/29/2024 | Commonwealth Equity Services LLC | 54,843 | $1.59M | 0.0% | -4.5% | 0.226% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 21,362 | $586K | 0.1% | -9.2% | 0.088% | |
4/24/2024 | Essex Financial Services Inc. | 82,813 | $2.39M | 0.2% | +7.1% | 0.339% | |
4/23/2024 | Global Retirement Partners LLC | 2,402 | $69K | 0.0% | -20.7% | 0.010% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,346,307 | $38.92M | 0.1% | -5.9% | 5.493% | |
4/18/2024 | SeaCrest Wealth Management LLC | 14,804 | $428K | 0.1% | N/A | 0.060% | |
4/17/2024 | Trilogy Capital Inc. | 176,091 | $5.09M | 0.3% | +60.1% | 0.718% | |
4/16/2024 | Congress Park Capital LLC | 9,166 | $265K | 0.1% | N/A | 0.037% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 56,219 | $1.63M | 0.0% | -11.6% | 0.229% | |
4/15/2024 | WealthCare Investment Partners LLC | 40,935 | $1.18M | 0.6% | +7.7% | 0.166% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 124,475 | $3.60M | 0.1% | -1.0% | 0.506% | |
4/15/2024 | Brookstone Capital Management | 112,508 | $3.25M | 0.1% | +124.5% | 0.458% | |
4/15/2024 | Flagstar Advisors Inc. | 22,605 | $654K | 0.2% | -23.7% | 0.092% | |
4/12/2024 | Lane & Associates LLC | 9,729 | $281K | 0.2% | -8.9% | 0.040% | |
4/11/2024 | Roble Belko & Company Inc | 4,711 | $136K | 0.0% | +25.7% | 0.019% | |
4/10/2024 | Banque Cantonale Vaudoise | 7,720 | $224K | 0.0% | +63.6% | 0.031% | |
3/5/2024 | Fisher Asset Management LLC | 7,499 | $202K | 0.0% | N/A | 0.030% | |
3/5/2024 | Gerber LLC | 32,249 | $870K | 0.8% | N/A | 0.129% | |
2/26/2024 | Centaurus Financial Inc. | 6,996 | $189K | 0.0% | +5.9% | 0.028% | |
2/21/2024 | Smith Shellnut Wilson LLC ADV | 7,813 | $211K | 0.1% | N/A | 0.031% | |
2/12/2024 | Tradition Wealth Management LLC | 62,001 | $1.67M | 0.2% | +8.8% | 0.248% | |
2/12/2024 | Focus Financial Network Inc. ADV | 10,974 | $296K | 0.0% | N/A | 0.044% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 12,281 | $331K | 0.0% | +5.7% | 0.049% | |
2/9/2024 | Tidemark LLC | 1,518 | $41K | 0.0% | N/A | 0.006% | |
2/8/2024 | First Heartland Consultants Inc. | 8,434 | $228K | 0.0% | -10.0% | 0.034% | |
2/8/2024 | Apexium Financial LP | 69,128 | $1.87M | 0.1% | -48.8% | 0.276% | |
2/7/2024 | Avantax Advisory Services Inc. | 66,105 | $1.78M | 0.0% | +0.8% | 0.264% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 44,627 | $1.20M | 0.1% | -21.9% | 0.178% | |
2/7/2024 | Advantage Trust Co | 2,900 | $78K | 0.1% | N/A | 0.012% | |
2/6/2024 | RMR Wealth Builders | 22,081 | $596K | 0.1% | -14.0% | 0.088% | |
2/6/2024 | Private Advisor Group LLC | 14,377 | $388K | 0.0% | +13.0% | 0.057% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 125,734 | $3.39M | 0.1% | -11.0% | 0.502% | |
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2/6/2024 | Pointe Capital Management LLC | 12,459 | $336K | 0.2% | -31.6% | 0.050% | |
2/6/2024 | Fisher Asset Management LLC | 7,795 | $210K | 0.0% | N/A | 0.031% | |
2/6/2024 | Essex Financial Services Inc. | 77,321 | $2.09M | 0.2% | +10.1% | 0.309% | |
2/5/2024 | Penobscot Investment Management Company Inc. | 8,070 | $218K | 0.0% | N/A | 0.032% | |
2/2/2024 | Truist Financial Corp | 35,717 | $964K | 0.0% | +17.2% | 0.144% | |
2/1/2024 | CWM LLC | 5,890 | $159K | 0.0% | -18.9% | 0.024% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 23,522 | $635K | 0.1% | -4.6% | 0.095% | |
1/31/2024 | RIA Advisory Group LLC | 1,576 | $43K | 0.0% | N/A | 0.006% | |
1/31/2024 | Goodman Advisory Group LLC | 7,020 | $189K | 0.1% | -84.4% | 0.028% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 39,395 | $1.06M | 0.0% | -21.0% | 0.157% | |
1/24/2024 | International Assets Investment Management LLC | 205,799 | $5.56M | 0.0% | N/A | 0.822% | |
1/24/2024 | SteelPeak Wealth LLC | 44,237 | $1.19M | 0.1% | +268.6% | 0.177% | |
1/19/2024 | Flagstar Advisors Inc. | 29,641 | $800K | 0.3% | +8.8% | 0.118% | |
1/18/2024 | Burns J W & Co. Inc. NY | 10,858 | $293K | 0.0% | -36.5% | 0.043% | |
1/18/2024 | WealthCare Investment Partners LLC | 38,019 | $1.01M | 0.6% | +3.7% | 0.151% | |
1/18/2024 | Erickson Financial Group LLC | 259,453 | $7.00M | 5.8% | -2.2% | 1.032% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,431,086 | $38.63M | 0.1% | -0.2% | 5.692% | |
1/16/2024 | Raymond James & Associates | 64,391 | $1.74M | 0.0% | -24.1% | 0.256% | |
1/12/2024 | Trilogy Capital Inc. | 110,016 | $2.97M | 0.2% | N/A | 0.438% | |
1/11/2024 | Brookstone Capital Management | 50,112 | $1.35M | 0.0% | -1.3% | 0.199% | |
1/10/2024 | Cornerstone Wealth Management LLC | 23,303 | $629K | 0.1% | +5.2% | 0.093% | |
1/4/2024 | Modus Advisors LLC | 8,488 | $229K | 0.1% | N/A | 0.032% | |
11/16/2023 | Essex Financial Services Inc. | 70,250 | $1.73M | 0.2% | -3.3% | 0.269% | |
11/14/2023 | Tower Research Capital LLC TRC | 23,314 | $574K | 0.0% | -7.0% | 0.089% | |
11/13/2023 | Retirement Planning Co of New England Inc. | 12,264 | $302K | 0.2% | -14.4% | 0.047% | |
11/13/2023 | Mystic Asset Management Inc. | 17,875 | $440K | 0.2% | +4.4% | 0.068% | |
11/13/2023 | Mariner LLC | 68,216 | $1.68M | 0.0% | -18.4% | 0.261% | |
11/13/2023 | LPL Financial LLC | 466,886 | $11.50M | 0.0% | -21.7% | 1.787% | |
11/13/2023 | Kestra Advisory Services LLC | 14,896 | $367K | 0.0% | +8.2% | 0.057% | |
11/8/2023 | Janney Montgomery Scott LLC | 8,971 | $221K | 0.0% | -27.0% | 0.034% | |
11/8/2023 | Avantax Advisory Services Inc. | 65,585 | $1.62M | 0.0% | -9.9% | 0.251% | |
11/7/2023 | Cornerstone Wealth Management LLC | 22,151 | $546K | 0.1% | -4.5% | 0.085% | |
11/3/2023 | SteelPeak Wealth LLC | 12,000 | $296K | 0.0% | -71.2% | 0.046% | |
11/3/2023 | Private Advisor Group LLC | 12,726 | $314K | 0.0% | -3.6% | 0.049% | |
11/2/2023 | Capital Investment Advisory Services LLC | 10,702 | $264K | 0.0% | -4.5% | 0.041% | |
11/1/2023 | Wealthfront Advisers LLC | 30,118 | $742K | 0.0% | -25.5% | 0.115% | |
10/25/2023 | Apexium Financial LP | 135,018 | $3.33M | 0.3% | -8.8% | 0.513% | |
10/24/2023 | Erickson Financial Group LLC | 265,181 | $6.53M | 6.1% | +2.1% | 1.007% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 1,433,595 | $35.32M | 0.1% | +9.9% | 5.443% | |
10/24/2023 | Raymond James & Associates | 84,886 | $2.09M | 0.0% | -48.3% | 0.322% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 36,325 | $895K | 0.0% | -21.0% | 0.138% | |
10/23/2023 | Commonwealth Equity Services LLC | 69,774 | $1.72M | 0.0% | -7.9% | 0.265% | |
10/20/2023 | Brookstone Capital Management | 50,753 | $1.21M | 0.0% | +4.1% | 0.192% | |
10/13/2023 | McKinley Carter Wealth Services Inc. | 57,108 | $1.41M | 0.1% | -24.6% | 0.215% | |
10/13/2023 | Global Retirement Partners LLC | 3,025 | $73K | 0.0% | -25.7% | 0.011% | |
10/12/2023 | Patten Group Inc. | 8,165 | $201K | 0.1% | N/A | 0.031% | |
10/11/2023 | Goodman Advisory Group LLC | 44,897 | $1.11M | 0.4% | +10.9% | 0.169% | |
10/10/2023 | WealthCare Investment Partners LLC | 36,666 | $898K | 0.5% | +5.6% | 0.138% | |
10/10/2023 | National Bank of Canada FI | 1,400 | $34K | 0.0% | -31.5% | 0.005% | |
8/17/2023 | Coppell Advisory Solutions LLC | 28,302 | $740K | 0.2% | +197.3% | 0.101% | |
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8/14/2023 | Apexium Financial LP | 148,009 | $3.87M | 0.3% | +13.4% | 0.529% | |
8/11/2023 | Cibc World Market Inc. | 19,080 | $499K | 0.0% | N/A | 0.068% | |
8/11/2023 | Natixis | 74,196 | $1.93M | 0.0% | -2.6% | 0.265% | |
8/11/2023 | Goodman Advisory Group LLC | 40,470 | $1.06M | 0.4% | +76,258.5% | 0.145% | |
8/11/2023 | Wick Capital Partners LLC | 92,534 | $2.42M | 1.4% | +8.0% | 0.330% | |
8/11/2023 | Retirement Planning Co of New England Inc. | 14,324 | $374K | 0.2% | -4.3% | 0.051% | |
8/11/2023 | Mystic Asset Management Inc. | 17,117 | $447K | 0.2% | -12.3% | 0.061% | |
8/10/2023 | Osaic Holdings Inc. | 219,615 | $5.74M | 0.0% | +3.2% | 0.784% | |
8/10/2023 | Commonwealth Equity Services LLC | 75,741 | $1.98M | 0.0% | -18.7% | 0.271% | |
8/10/2023 | Private Advisor Group LLC | 13,195 | $345K | 0.0% | +9.3% | 0.047% | |