5/14/2024 | Capital International Investors | 60,000 | $1.62M | 0.0% | -63.6% | 0.231% | |
5/14/2024 | Capital Group Private Client Services Inc. | 71,281 | $1.93M | 0.0% | -5.6% | 0.274% | |
5/10/2024 | Osaic Holdings Inc. | 724,763 | $19.60M | 0.0% | -11.0% | 2.788% | |
5/9/2024 | Kingsview Wealth Management LLC | 15,808 | $427K | 0.0% | +51.7% | 0.061% | |
5/9/2024 | Souders Financial Advisors | 211,398 | $5.72M | 0.9% | +9.9% | 0.813% | |
5/8/2024 | Avantax Advisory Services Inc. | 10,864 | $294K | 0.0% | N/A | 0.042% | |
|
5/8/2024 | Inspire Advisors LLC | 41,122 | $1.11M | 0.2% | +12.7% | 0.158% | |
5/7/2024 | Pillar Wealth Advisors LLC | 51,543 | $1.39M | 1.1% | +1.3% | 0.198% | |
5/3/2024 | Avidian Wealth Solutions LLC | 143,457 | $3.88M | 0.2% | N/A | 0.610% | |
5/3/2024 | AA Financial Advisors LLC | 9,906 | $268K | 0.1% | N/A | 0.042% | |
5/2/2024 | FinTrust Capital Advisors LLC | 3,000 | $81K | 0.0% | +1,221.6% | 0.013% | |
5/2/2024 | Lincoln National Corp | 543,425 | $14.69M | 0.2% | +28.5% | 2.312% | |
5/1/2024 | Janney Montgomery Scott LLC | 32,207 | $871K | 0.0% | +44.4% | 0.137% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 23,534 | $639K | 0.0% | -8.4% | 0.100% | |
4/30/2024 | Private Advisor Group LLC | 45,087 | $1.22M | 0.0% | +44.7% | 0.192% | |
4/30/2024 | Lodestone Wealth Management LLC | 40,500 | $1.10M | 0.6% | +265.1% | 0.172% | |
4/29/2024 | Commonwealth Equity Services LLC | 969,746 | $26.22M | 0.0% | +24.8% | 4.127% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 177,267 | $4.79M | 0.1% | +9.9% | 0.754% | |
4/26/2024 | Bond & Devick Financial Network Inc. | 9,972 | $270K | 0.1% | +27.0% | 0.042% | |
4/26/2024 | Clear Creek Financial Management LLC | 8,705 | $235K | 0.0% | N/A | 0.037% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 155,573 | $4.21M | 0.0% | +21.7% | 0.662% | |
4/23/2024 | Swisher Financial Concepts Inc. | 131,505 | $3.52M | 3.1% | +46.9% | 0.560% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 26,436 | $715K | 0.1% | +88.2% | 0.112% | |
4/23/2024 | TrueWealth Advisors LLC | 436,487 | $11.80M | 4.6% | -7.6% | 1.857% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 363,565 | $9.83M | 0.0% | +791.5% | 1.547% | |
4/22/2024 | Confluence Wealth Services Inc. | 82,885 | $2.24M | 0.2% | +1.7% | 0.353% | |
4/22/2024 | Raymond James & Associates | 218,537 | $5.91M | 0.0% | +26.0% | 0.930% | |
4/18/2024 | CAP Partners LLC | 15,939 | $431K | 0.4% | N/A | 0.068% | |
4/17/2024 | Trilogy Capital Inc. | 75,836 | $2.05M | 0.1% | +53.9% | 1.185% | |
4/17/2024 | Founders Financial Securities LLC | 9,875 | $267K | 0.0% | N/A | 0.154% | |
4/17/2024 | Vicus Capital | 176,505 | $4.77M | 0.4% | +5.9% | 2.758% | |
4/16/2024 | Bouvel Investment Partners LLC | 213,463 | $5.77M | 2.5% | -3.3% | 3.335% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 593,647 | $16.05M | 0.0% | +422.1% | 9.276% | |
4/12/2024 | Capital Planning LLC | 25,045 | $680K | 0.2% | +8.3% | 0.391% | |
4/2/2024 | ST Germain D J Co. Inc. | 270,024 | $7.30M | 0.4% | +4.8% | 4.219% | |
3/8/2024 | ICA Group Wealth Management LLC | 3,113 | $84K | 0.0% | N/A | 0.049% | |
3/6/2024 | SageView Advisory Group LLC | 23,300 | $632K | 0.0% | +33.1% | 0.364% | |
2/13/2024 | Capital International Investors | 165,000 | $4.45M | 0.0% | -45.5% | 2.578% | |
2/12/2024 | Tradition Wealth Management LLC | 14,000 | $378K | 0.0% | +7.7% | 0.219% | |
2/12/2024 | Brown Brothers Harriman & Co. | 22,508 | $607K | 0.0% | -4.9% | 0.352% | |
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2/9/2024 | Nations Financial Group Inc. IA ADV | 14,045 | $379K | 0.0% | +58.0% | 0.219% | |
2/9/2024 | Hoylecohen LLC | 63,814 | $1.72M | 0.1% | N/A | 0.997% | |
2/9/2024 | SageView Advisory Group LLC | 23,300 | $632K | 0.0% | +33.1% | 0.364% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 127,800 | $3.45M | 0.0% | +33.2% | 1.997% | |
2/8/2024 | Kingsview Wealth Management LLC | 10,420 | $281K | 0.0% | +26.9% | 0.163% | |
2/8/2024 | Janney Montgomery Scott LLC | 22,307 | $602K | 0.0% | +82.3% | 0.349% | |
2/7/2024 | Northwest Financial Advisors | 1,160 | $31K | 0.0% | N/A | 0.018% | |
2/7/2024 | Principal Securities Inc. | 9,450 | $255K | 0.0% | N/A | 0.148% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 25,700 | $698K | 0.0% | +98.8% | 0.402% | |
2/6/2024 | Lincoln National Corp | 422,987 | $11.42M | 0.2% | +27.5% | 6.609% | |
2/6/2024 | Private Advisor Group LLC | 31,163 | $841K | 0.0% | +221.2% | 0.487% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 20,455 | $552K | 0.0% | +3.3% | 0.320% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 161,317 | $4.35M | 0.1% | +2.6% | 2.521% | |
2/6/2024 | Commonwealth Equity Services LLC | 777,213 | $20.98M | 0.0% | +95.6% | 12.144% | |
2/5/2024 | Pillar Wealth Advisors LLC | 50,894 | $1.37M | 1.1% | +1.2% | 0.795% | |
2/5/2024 | Silver Oak Securities Incorporated | 26,609 | $718K | 0.1% | +108.8% | 0.416% | |
2/2/2024 | Valmark Advisers Inc. | 217,959 | $5.88M | 0.1% | N/A | 3.406% | |
2/2/2024 | Atria Wealth Solutions Inc. | 180,097 | $4.89M | 0.1% | +2,067.5% | 2.814% | |
2/1/2024 | Sigma Planning Corp | 26,575 | $717K | 0.1% | -46.5% | 0.415% | |
2/1/2024 | Vicus Capital | 166,655 | $4.50M | 0.5% | +385.2% | 2.604% | |
1/31/2024 | Western Wealth Management LLC | 13,609 | $367K | 0.0% | N/A | 0.213% | |
1/29/2024 | Crumly & Associates Inc. | 109,146 | $2.95M | 0.8% | +11.0% | 1.705% | |
1/26/2024 | WESPAC Advisors LLC | 8,006 | $216K | 0.1% | N/A | 0.125% | |
1/25/2024 | Confluence Wealth Services Inc. | 81,536 | $2.20M | 0.2% | N/A | 1.274% | |
1/25/2024 | Lodestone Wealth Management LLC | 11,092 | $299K | 0.2% | +5.7% | 0.173% | |
1/24/2024 | Souders Financial Advisors | 192,423 | $5.19M | 0.9% | +10.0% | 3.007% | |
1/24/2024 | Private Trust Co. NA | 926 | $25K | 0.0% | N/A | 0.014% | |
1/24/2024 | Total Clarity Wealth Management Inc. | 50,842 | $1.37M | 0.6% | +104.5% | 0.794% | |
1/23/2024 | DAVENPORT & Co LLC | 66,161 | $1.79M | 0.0% | +43.6% | 1.034% | |
1/23/2024 | Capital Planning LLC | 23,136 | $628K | 0.2% | +2.8% | 0.362% | |
1/19/2024 | Von Berge Wealth Management Group LLC | 27,703 | $751K | 0.6% | N/A | 0.433% | |
1/18/2024 | Winch Advisory Services LLC | 285,248 | $7.70M | 2.6% | +8,056.9% | 4.457% | |
1/18/2024 | McGlone Suttner Wealth Management Inc. | 8,389 | $226K | 0.0% | +6.0% | 0.131% | |
1/18/2024 | WealthCare Investment Partners LLC | 21,687 | $583K | 0.3% | N/A | 0.339% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 40,783 | $1.10M | 0.0% | N/A | 0.637% | |
1/16/2024 | Raymond James & Associates | 173,447 | $4.68M | 0.0% | N/A | 2.710% | |
1/12/2024 | Mutual Advisors LLC | 14,329 | $387K | 0.0% | N/A | 0.224% | |
1/12/2024 | Trilogy Capital Inc. | 49,269 | $1.33M | 0.1% | +161.4% | 0.770% | |
1/11/2024 | Bouvel Investment Partners LLC | 220,813 | $5.96M | 2.8% | -1.2% | 3.450% | |
1/11/2024 | Ausdal Financial Partners Inc. | 28,740 | $776K | 0.1% | +66.5% | 0.449% | |
1/11/2024 | Bond & Devick Financial Network Inc. | 7,849 | $212K | 0.1% | N/A | 0.123% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 9,373 | $253K | 0.0% | +24.4% | 0.146% | |
11/20/2023 | Silver Oak Securities Incorporated | 12,744 | $325K | 0.1% | N/A | 0.199% | |
11/16/2023 | Harbour Investments Inc. | 42,703 | $1.09M | 0.1% | +89.2% | 0.667% | |
11/13/2023 | Mariner LLC | 20,681 | $528K | 0.0% | N/A | 0.323% | |
11/13/2023 | LPL Financial LLC | 474,407 | $12.11M | 0.0% | +237.3% | 7.413% | |
11/13/2023 | Kestra Advisory Services LLC | 8,653 | $221K | 0.0% | N/A | 0.135% | |
11/8/2023 | Ausdal Financial Partners Inc. | 17,260 | $441K | 0.1% | N/A | 0.270% | |
11/8/2023 | Janney Montgomery Scott LLC | 12,236 | $312K | 0.0% | +26.9% | 0.191% | |
11/8/2023 | Atria Wealth Solutions Inc. | 8,309 | $212K | 0.0% | N/A | 0.130% | |
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11/8/2023 | Pillar Wealth Advisors LLC | 50,285 | $1.28M | 1.1% | +1.2% | 0.786% | |
11/7/2023 | TrueWealth Advisors LLC | 396,772 | $10.13M | 4.3% | N/A | 6.200% | |
11/7/2023 | Atria Investments Inc | 105,147 | $2.68M | 0.0% | -4.5% | 1.643% | |
11/6/2023 | Winch Advisory Services LLC | 3,497 | $89K | 0.0% | N/A | 0.055% | |
11/6/2023 | Sigma Planning Corp | 49,673 | $1.27M | 0.0% | +201.4% | 0.776% | |
11/6/2023 | Lincoln National Corp | 331,715 | $8.47M | 0.2% | +109.5% | 5.183% | |
11/3/2023 | Private Advisor Group LLC | 9,701 | $248K | 0.0% | +26.2% | 0.152% | |
11/3/2023 | SageView Advisory Group LLC | 17,511 | $447K | 0.0% | +21.0% | 0.274% | |
11/2/2023 | Crumly & Associates Inc. | 98,327 | $2.51M | 1.0% | +6.3% | 1.536% | |
10/26/2023 | Inspire Advisors LLC | 33,945 | $866K | 0.2% | +16.3% | 0.530% | |