5/17/2024 | Investmark Advisory Group LLC | 10,004 | $185K | 0.1% | N/A | 0.021% | |
5/17/2024 | Comerica Bank | 16,994 | $315K | 0.0% | -8.3% | 0.035% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 27,146 | $503K | 0.0% | +63.2% | 0.056% | |
5/16/2024 | High Falls Advisors Inc | 16,422 | $304K | 0.1% | -6.2% | 0.034% | |
5/15/2024 | Kestra Advisory Services LLC | 872,374 | $16.17M | 0.1% | +2.0% | 1.778% | |
5/10/2024 | Osaic Holdings Inc. | 539,741 | $9.98M | 0.0% | -23.7% | 1.100% | |
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5/8/2024 | Avantax Advisory Services Inc. | 45,248 | $839K | 0.0% | -42.8% | 0.092% | |
5/8/2024 | Trademark Financial Management LLC | 18,685 | $346K | 0.3% | -23.2% | 0.038% | |
5/2/2024 | Magnolia Capital Advisors LLC | 19,210 | $339K | 0.3% | N/A | 0.039% | |
5/1/2024 | GLOBALT Investments LLC GA | 46,064 | $854K | 0.0% | -5.8% | 0.094% | |
5/1/2024 | Janney Montgomery Scott LLC | 14,744 | $273K | 0.0% | -25.7% | 0.030% | |
5/1/2024 | Flynn Zito Capital Management LLC | 24,027 | $445K | 0.2% | +9.9% | 0.049% | |
4/30/2024 | Private Advisor Group LLC | 62,736 | $1.16M | 0.0% | -54.7% | 0.128% | |
4/29/2024 | Commonwealth Equity Services LLC | 190,058 | $3.52M | 0.0% | -10.1% | 0.387% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 179,226 | $3.32M | 0.0% | +5.6% | 0.358% | |
4/24/2024 | H&H Retirement Design & Management INC | 69,269 | $1.23M | 0.8% | +12.7% | 0.138% | |
4/23/2024 | Global Retirement Partners LLC | 1,507 | $28K | 0.0% | -31.2% | 0.003% | |
4/23/2024 | Silver Lake Advisory LLC | 369,003 | $6.84M | 3.0% | +1.7% | 0.737% | |
4/23/2024 | Principle Wealth Partners LLC | 38,262 | $709K | 0.1% | -14.5% | 0.076% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 397,012 | $7.36M | 0.0% | -18.8% | 0.793% | |
4/22/2024 | Drive Wealth Management LLC | 26,651 | $494K | 0.1% | +17.2% | 0.053% | |
4/22/2024 | Raymond James & Associates | 373,884 | $6.93M | 0.0% | -1.1% | 0.747% | |
4/19/2024 | Kaye Capital Management | 986,302 | $18.29M | 8.0% | -2.9% | 1.967% | |
4/19/2024 | Accel Wealth Management | 68,529 | $1.27M | 0.5% | +17.9% | 0.137% | |
4/19/2024 | PCG Wealth Advisors LLC | 16,010 | $297K | 0.1% | -15.8% | 0.032% | |
4/18/2024 | Saxon Interests Inc. | 14,315 | $265K | 0.1% | N/A | 0.029% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,390 | $44K | 0.0% | -75.8% | 0.005% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 16,635 | $307K | 0.0% | -38.7% | 0.032% | |
2/28/2024 | EP Wealth Advisors LLC | 7,294 | $135K | 0.0% | N/A | 0.014% | |
2/26/2024 | Centaurus Financial Inc. | 18,586 | $343K | 0.0% | -11.6% | 0.035% | |
2/20/2024 | GLOBALT Investments LLC GA | 48,894 | $902K | 0.0% | N/A | 0.093% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 470,862 | $8.69M | 3.5% | -1.3% | 0.898% | |
2/14/2024 | Cheviot Value Management LLC | 73,121 | $1.35M | 0.3% | +20.9% | 0.139% | |
2/13/2024 | Trademark Financial Management LLC | 24,330 | $449K | 0.3% | N/A | 0.046% | |
2/13/2024 | TFG Advisers LLC | 76,285 | $1.41M | 0.6% | +1.1% | 0.145% | |
2/12/2024 | Focus Financial Network Inc. ADV | 211,023 | $3.90M | 0.1% | N/A | 0.402% | |
2/9/2024 | H&H Retirement Design & Management INC | 61,468 | $1.10M | 0.7% | +5.0% | 0.117% | |
2/9/2024 | Orion Portfolio Solutions LLC | 60,232 | $1.12M | 0.0% | +36.2% | 0.115% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 169,657 | $3.13M | 0.0% | -18.0% | 0.324% | |
2/9/2024 | Wells Fargo & Company MN | 1,586,682 | $29.29M | 0.0% | -7.4% | 3.026% | |
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2/9/2024 | UBS Group AG | 1,406,975 | $25.97M | 0.0% | -5.5% | 2.684% | |
2/8/2024 | Kingsview Wealth Management LLC | 25,432 | $469K | 0.0% | +6.6% | 0.049% | |
2/8/2024 | AAF Wealth Management LLC | 105,137 | $1.94M | 1.1% | -15.7% | 0.201% | |
2/7/2024 | Avantax Advisory Services Inc. | 79,038 | $1.46M | 0.0% | +15.8% | 0.151% | |
2/7/2024 | Northwest Financial Advisors | 4,221 | $78K | 0.1% | N/A | 0.008% | |
2/7/2024 | Calton & Associates Inc. | 11,321 | $209K | 0.1% | N/A | 0.022% | |
2/7/2024 | Principal Securities Inc. | 3,466 | $64K | 0.0% | N/A | 0.007% | |
2/6/2024 | Private Advisor Group LLC | 138,544 | $2.56M | 0.0% | +46.2% | 0.264% | |
2/6/2024 | Legacy Financial Advisors Inc. | 47,671 | $880K | 0.2% | N/A | 0.091% | |
2/6/2024 | Merit Financial Group LLC | 47,191 | $871K | 0.0% | +113.0% | 0.090% | |
2/6/2024 | First Horizon Advisors Inc. | 339,838 | $6.27M | 0.2% | -10.9% | 0.648% | |
2/6/2024 | Silver Lake Advisory LLC | 362,765 | $6.70M | 3.8% | +1.5% | 0.692% | |
2/6/2024 | Essex Financial Services Inc. | 22,272 | $411K | 0.0% | -29.2% | 0.042% | |
2/2/2024 | Alexander Randolph Advisory Inc. | 25,155 | $464K | 0.4% | N/A | 0.048% | |
2/2/2024 | Capital Advisors Ltd. LLC | 26,412 | $488K | 0.1% | -16.1% | 0.050% | |
2/1/2024 | Sigma Planning Corp | 12,072 | $223K | 0.0% | -51.3% | 0.023% | |
1/31/2024 | Institute for Wealth Management LLC. | 51,969 | $959K | 0.2% | -6.0% | 0.099% | |
1/31/2024 | HTLF Bank | 14,600 | $269K | 0.0% | N/A | 0.028% | |
1/30/2024 | Capital Analysts LLC | 15,634 | $289K | 0.0% | +26.9% | 0.030% | |
1/30/2024 | Bison Wealth LLC | 143,375 | $2.65M | 0.5% | +20.0% | 0.273% | |
1/30/2024 | PCG Wealth Advisors LLC | 19,023 | $351K | 0.2% | -21.5% | 0.036% | |
1/29/2024 | Kaye Capital Management | 1,015,665 | $18.42M | 8.2% | -8.4% | 1.937% | |
1/26/2024 | Cerity Partners LLC | 84,389 | $1.56M | 0.0% | -9.8% | 0.158% | |
1/26/2024 | Sandy Spring Bank | 35,382 | $653K | 0.0% | N/A | 0.066% | |
1/26/2024 | GHP Investment Advisors Inc. | 14,194 | $262K | 0.0% | -11.7% | 0.026% | |
1/26/2024 | Eagle Strategies LLC | 390,805 | $7.21M | 1.5% | -69.8% | 0.729% | |
1/25/2024 | International Assets Investment Management LLC | 59,087 | $1.09M | 0.0% | N/A | 0.110% | |
1/24/2024 | Stratos Wealth Partners LTD. | 129,082 | $2.38M | 0.0% | -1.3% | 0.241% | |
1/24/2024 | Allworth Financial LP | 8,079 | $149K | 0.0% | -62.5% | 0.015% | |
1/24/2024 | International Assets Investment Management LLC | 59,087 | $1.09M | 0.0% | N/A | 0.110% | |
1/24/2024 | Breakwater Capital Group | 50,092 | $909K | 0.3% | -22.1% | 0.093% | |
1/23/2024 | WealthShield Partners LLC | 35,988 | $664K | 0.1% | +1.8% | 0.067% | |
1/23/2024 | Parcion Private Wealth LLC | 262,976 | $4.85M | 0.4% | -93.1% | 0.491% | |
1/22/2024 | Country Club Bank GFN | 10,933 | $202K | 0.0% | -19.9% | 0.020% | |
1/19/2024 | AdvisorNet Financial Inc | 60,718 | $1.12M | 0.1% | +13.4% | 0.113% | |
1/18/2024 | Global Retirement Partners LLC | 2,190 | $40K | 0.0% | +57.9% | 0.004% | |
1/18/2024 | Accel Wealth Management | 58,149 | $1.07M | 0.5% | +2.4% | 0.108% | |
1/18/2024 | Morton Capital Management LLC CA | 163,828 | $3.02M | 0.9% | +31.0% | 0.303% | |
1/17/2024 | Schechter Investment Advisors LLC | 11,304 | $209K | 0.0% | -10.4% | 0.021% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 488,961 | $9.03M | 0.0% | -48.1% | 0.905% | |
1/16/2024 | Raymond James & Associates | 378,055 | $6.98M | 0.0% | +3.6% | 0.700% | |
1/9/2024 | Southland Equity Partners LLC | 57,351 | $1.06M | 0.3% | -1.2% | 0.106% | |
1/5/2024 | Capital Investment Advisors LLC | 63,028 | $1.16M | 0.0% | -3.0% | 0.116% | |
12/5/2023 | Morton Capital Management LLC CA | 125,077 | $2.09M | 0.7% | -20.5% | 0.221% | |
11/16/2023 | High Falls Advisors Inc | 20,173 | $337K | 0.1% | -42.6% | 0.036% | |
11/14/2023 | Synovus Financial Corp | 65,914 | $1.10M | 0.0% | -2.5% | 0.116% | |
11/13/2023 | Garden State Investment Advisory Services LLC | 476,834 | $7.97M | 3.7% | +2.2% | 0.841% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 5,207 | $87K | 0.0% | -31.4% | 0.009% | |
11/13/2023 | Mariner LLC | 159,805 | $2.67M | 0.0% | -3.6% | 0.282% | |
11/13/2023 | LPL Financial LLC | 2,474,245 | $41.35M | 0.0% | -6.1% | 4.363% | |
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11/13/2023 | Bison Wealth LLC | 119,447 | $2.00M | 0.4% | +53.0% | 0.211% | |
11/13/2023 | Envestnet Asset Management Inc. | 354,337 | $5.92M | 0.0% | -26.4% | 0.625% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 13,463 | $225K | 0.0% | N/A | 0.024% | |
11/13/2023 | Kestra Advisory Services LLC | 872,247 | $14.58M | 0.1% | +12.3% | 1.538% | |
11/13/2023 | PNC Financial Services Group Inc. | 9,890 | $165K | 0.0% | -15.7% | 0.017% | |
11/9/2023 | Blair William & Co. IL | 6,681 | $112K | 0.0% | +196.9% | 0.012% | |
11/9/2023 | UBS Group AG | 1,489,561 | $24.89M | 0.0% | +1.1% | 2.627% | |
11/8/2023 | HighTower Advisors LLC | 282,511 | $4.71M | 0.0% | +2.1% | 0.498% | |
11/8/2023 | Janney Montgomery Scott LLC | 21,620 | $361K | 0.0% | -35.9% | 0.038% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 94,986 | $1.59M | 0.0% | -0.7% | 0.167% | |