4/30/2024 | Private Advisor Group LLC | 7,879 | $520K | 0.0% | +47.9% | 0.211% | |
4/24/2024 | Simplicity Wealth LLC | 23,119 | $1.53M | 0.0% | N/A | 0.627% | |
4/22/2024 | BTS Asset Management Inc. | 2,964 | $195K | 0.2% | N/A | 0.080% | |
4/16/2024 | Financial Management Professionals Inc. | 9,414 | $621K | 0.1% | N/A | 0.255% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 5,967 | $394K | 0.0% | +15.3% | 0.162% | |
4/15/2024 | Aletheian Wealth Advisors LLC | 106,302 | $7.01M | 3.8% | +8.2% | 2.881% | |
|
4/11/2024 | Beacon Capital Management Inc. | 330,553 | $21.67M | 0.9% | -5.0% | 8.390% | |
4/10/2024 | Park Avenue Securities LLC | 4,778 | $315K | 0.0% | -4.1% | 0.121% | |
2/14/2024 | Traction Financial Partners LLC | 50,360 | $3.13M | 2.1% | N/A | 1.278% | |
2/14/2024 | Waterloo Capital L.P. | 6,363 | $396K | 0.1% | N/A | 0.161% | |
2/12/2024 | Cape Investment Advisory Inc. | 1,883 | $117K | 0.1% | -13.3% | 0.048% | |
2/7/2024 | Avantax Advisory Services Inc. | 3,572 | $222K | 0.0% | N/A | 0.091% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 6,153 | $383K | 0.0% | -15.8% | 0.156% | |
2/7/2024 | Formidable Asset Management LLC | 3,562 | $222K | 0.0% | -25.7% | 0.090% | |
2/7/2024 | Endowment Wealth Management Inc. | 197,884 | $12.31M | 10.2% | -0.7% | 5.022% | |
2/7/2024 | Principal Securities Inc. | 3,794 | $236K | 0.0% | N/A | 0.096% | |
2/7/2024 | Darwin Wealth Management LLC | 23,086 | $1.44M | 0.4% | -8.2% | 0.586% | |
2/6/2024 | Private Advisor Group LLC | 5,328 | $331K | 0.0% | -7.7% | 0.135% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 5,176 | $322K | 0.0% | +7.9% | 0.131% | |
2/6/2024 | National Bank of Canada FI | 8,181 | $496K | 0.0% | +5.0% | 0.208% | |
2/6/2024 | New York Life Investment Management LLC | 51,524 | $3.21M | 0.0% | -59.7% | 1.308% | |
2/2/2024 | Atria Wealth Solutions Inc. | 7,213 | $449K | 0.0% | N/A | 0.183% | |
2/1/2024 | Larson Financial Group LLC | 2,726 | $170K | 0.0% | +7.2% | 0.069% | |
1/29/2024 | Simplicity Solutions LLC | 29,888 | $1.86M | 0.1% | -35.8% | 0.759% | |
1/25/2024 | International Assets Investment Management LLC | 55,980 | $3.48M | 0.0% | N/A | 1.421% | |
1/25/2024 | Bleakley Financial Group LLC | 29,888 | $1.86M | 0.1% | -35.8% | 0.759% | |
1/24/2024 | International Assets Investment Management LLC | 55,980 | $3.48M | 0.0% | N/A | 1.421% | |
1/22/2024 | LFA Lugano Financial Advisors SA | 18,674 | $1.16M | 0.9% | -31.0% | 0.474% | |
1/18/2024 | Cutler Group LLC CA | 1,000 | $62K | 0.0% | N/A | 0.025% | |
1/17/2024 | Beacon Capital Management Inc. | 347,861 | $21.64M | 0.9% | -31.1% | 8.829% | |
1/12/2024 | Summit Financial Group Inc. | 4,515 | $281K | 0.1% | N/A | 0.115% | |
1/5/2024 | Aletheian Wealth Advisors LLC | 98,227 | $6.11M | 4.0% | N/A | 2.493% | |
11/13/2023 | LPL Financial LLC | 146,732 | $7.58M | 0.0% | -77.9% | 3.724% | |
11/13/2023 | Envestnet Asset Management Inc. | 305,741 | $15.80M | 0.0% | N/A | 7.760% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 7,307 | $378K | 0.0% | N/A | 0.185% | |
11/13/2023 | Kestra Advisory Services LLC | 4,584 | $237K | 0.0% | -82.1% | 0.116% | |
11/9/2023 | Formidable Asset Management LLC | 4,797 | $248K | 0.1% | -67.6% | 0.122% | |
11/8/2023 | New York Life Investment Management LLC | 127,916 | $6.61M | 0.1% | -71.6% | 3.247% | |
11/7/2023 | Darwin Wealth Management LLC | 25,144 | $1.30M | 0.3% | -81.0% | 0.638% | |
11/7/2023 | Atria Investments Inc | 35,033 | $1.81M | 0.0% | -79.6% | 0.889% | |
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11/7/2023 | Cape Investment Advisory Inc. | 2,172 | $112K | 0.1% | N/A | 0.055% | |
11/6/2023 | NTV Asset Management LLC | 25,359 | $1.31M | 0.2% | N/A | 0.644% | |
11/3/2023 | Larson Financial Group LLC | 2,542 | $131K | 0.0% | -77.5% | 0.065% | |
11/3/2023 | Private Advisor Group LLC | 5,773 | $298K | 0.0% | -80.1% | 0.147% | |
10/31/2023 | Fifth Third Bancorp | 1,200 | $62K | 0.0% | -82.9% | 0.030% | |
10/31/2023 | Endowment Wealth Management Inc. | 199,184 | $10.29M | 9.2% | -79.8% | 5.055% | |
10/30/2023 | Joseph P. Lucia & Associates LLC | 6,382 | $330K | 0.1% | -80.0% | 0.162% | |
10/26/2023 | Park Avenue Securities LLC | 5,671 | $293K | 0.0% | -79.0% | 0.144% | |
10/26/2023 | Brighton Jones LLC | 6,000 | $310K | 0.0% | -80.0% | 0.152% | |
10/25/2023 | Concord Wealth Partners | 642 | $33K | 0.0% | -67.3% | 0.016% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 22,961 | $1.19M | 0.0% | -69.9% | 0.583% | |
10/23/2023 | LFA Lugano Financial Advisors SA | 27,058 | $1.40M | 1.2% | -90.4% | 0.687% | |
10/23/2023 | Commonwealth Equity Services LLC | 4,990 | $258K | 0.0% | -78.8% | 0.127% | |
10/19/2023 | Simplicity Solutions LLC | 46,535 | $2.40M | 0.1% | -80.5% | 1.181% | |
10/18/2023 | Private Trust Co. NA | 753 | $39K | 0.0% | -80.0% | 0.019% | |
10/17/2023 | CreativeOne Wealth LLC | 4,117 | $213K | 0.0% | N/A | 0.104% | |
10/17/2023 | Founders Financial Securities LLC | 5,583 | $288K | 0.0% | N/A | 0.142% | |
10/13/2023 | SignalPoint Asset Management LLC | 11,189 | $578K | 0.1% | -80.1% | 0.284% | |
10/13/2023 | Global Retirement Partners LLC | 13,817 | $692K | 0.0% | -80.6% | 0.351% | |
10/12/2023 | IFP Advisors Inc | 9,486 | $490K | 0.0% | -21.5% | 0.241% | |
10/12/2023 | Richard W. Paul & Associates LLC | 742 | $38K | 0.0% | -81.6% | 0.019% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 4,799 | $248K | 0.0% | -80.0% | 0.122% | |
10/11/2023 | CWM LLC | 527 | $27K | 0.0% | -82.7% | 0.013% | |
10/10/2023 | Beacon Capital Management Inc. | 504,794 | $26.08M | 1.0% | -73.6% | 12.812% | |
10/10/2023 | National Bank of Canada FI | 7,791 | $390K | 0.0% | -76.4% | 0.198% | |
8/14/2023 | Bleakley Financial Group LLC | 238,152 | $2.51M | 0.1% | N/A | 6.044% | |
8/11/2023 | Richmond Brothers Inc. | 52,889 | $556K | 0.9% | N/A | 1.342% | |
8/10/2023 | Osaic Holdings Inc. | 878,389 | $9.24M | 0.0% | +345.6% | 22.294% | |
8/10/2023 | Private Advisor Group LLC | 29,012 | $305K | 0.0% | -29.1% | 0.736% | |
8/10/2023 | Cetera Advisors LLC | 62,080 | $653K | 0.0% | -20.8% | 1.576% | |
8/10/2023 | Cetera Advisor Networks LLC | 200,082 | $2.11M | 0.0% | +37.3% | 5.078% | |
8/10/2023 | Cetera Investment Advisers | 330,781 | $3.48M | 0.0% | +1,854.6% | 8.395% | |
8/9/2023 | Flow Traders U.S. LLC | 15,127 | $159K | 0.0% | N/A | 0.384% | |
8/9/2023 | Coastal Investment Advisors Inc. | 3,625 | $38K | 0.0% | N/A | 0.092% | |
8/7/2023 | New York Life Investment Management LLC | 450,424 | $4.74M | 0.0% | N/A | 11.432% | |
8/4/2023 | Atria Investments Inc | 171,701 | $1.81M | 0.0% | N/A | 4.358% | |
8/4/2023 | IFP Advisors Inc | 12,088 | $148K | 0.0% | -15.0% | 0.307% | |
8/3/2023 | Atria Wealth Solutions Inc. | 27,547 | $290K | 0.0% | +83.5% | 0.699% | |
8/3/2023 | Corundum Trust Company INC | 10,155 | $107K | 0.3% | N/A | 0.258% | |
8/3/2023 | Larson Financial Group LLC | 11,289 | $119K | 0.0% | +12.5% | 0.287% | |
8/3/2023 | CWM LLC | 3,047 | $32K | 0.0% | -24.4% | 0.077% | |
8/1/2023 | Truist Financial Corp | 15,270 | $161K | 0.0% | -16.7% | 0.388% | |
7/31/2023 | LPL Financial LLC | 664,833 | $6.99M | 0.0% | +5.7% | 16.874% | |
7/28/2023 | First Republic Investment Management Inc. | 12,497 | $131K | 0.0% | -58.5% | 0.075% | |
7/28/2023 | Private Trust Co. NA | 3,766 | $40K | 0.0% | N/A | 0.023% | |
7/27/2023 | Tranquilli Financial Advisor LLC | 22,852 | $240K | 0.2% | N/A | 0.138% | |
7/26/2023 | Simplicity Solutions LLC | 238,152 | $2.51M | 0.1% | N/A | 1.435% | |
7/26/2023 | National Bank of Canada FI | 33,043 | $348K | 0.0% | +280.4% | 0.199% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 13,085 | $138K | 0.0% | -93.2% | 0.079% | |
7/25/2023 | Raymond James & Associates | 44,350 | $467K | 0.0% | +5.2% | 0.267% | |
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7/25/2023 | Richard W. Paul & Associates LLC | 4,033 | $42K | 0.0% | -11.8% | 0.024% | |
7/20/2023 | Global Retirement Partners LLC | 71,089 | $748K | 0.0% | +1.2% | 0.428% | |
7/14/2023 | Park Avenue Securities LLC | 26,962 | $284K | 0.0% | -24.7% | 0.162% | |
7/13/2023 | Beacon Capital Management Inc. | 1,914,683 | $20.14M | 0.7% | +19,850.8% | 11.534% | |
7/13/2023 | Aletheian Wealth Advisors LLC | 496,425 | $5.22M | 3.6% | +10.4% | 2.991% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 76,333 | $803K | 0.0% | -25.0% | 0.460% | |
7/12/2023 | SignalPoint Asset Management LLC | 56,367 | $593K | 0.2% | +4.5% | 0.340% | |
7/12/2023 | Darwin Wealth Management LLC | 132,642 | $1.40M | 0.4% | -4.2% | 0.799% | |
6/14/2023 | Atria Wealth Solutions Inc. | 15,013 | $142K | 0.0% | -45.7% | 0.090% | |
5/12/2023 | Cambridge Trust Co. | 2,735 | $28K | 0.0% | N/A | 0.016% | |