5/14/2024 | Pitcairn Co. | 1,778,939 | $50.34M | 3.3% | +2.9% | 19.232% | |
5/7/2024 | NTV Asset Management LLC | 59,635 | $1.69M | 0.3% | -24.3% | 0.645% | |
5/4/2024 | WBI Investments LLC | 339,148 | $9.60M | 2.0% | -21.2% | 3.811% | |
5/1/2024 | Janney Montgomery Scott LLC | 17,355 | $491K | 0.0% | N/A | 0.195% | |
4/29/2024 | Commonwealth Equity Services LLC | 97,534 | $2.76M | 0.0% | +34.2% | 1.096% | |
4/23/2024 | IRON Financial LLC | 13,864 | $392K | 0.2% | -11.5% | 0.156% | |
|
4/23/2024 | Nations Financial Group Inc. IA ADV | 63,730 | $1.80M | 0.2% | +5.0% | 0.716% | |
4/23/2024 | Petra Financial Advisors Inc. | 61,334 | $1.74M | 1.3% | -5.5% | 0.689% | |
4/22/2024 | MBL Wealth LLC | 87,656 | $2.48M | 0.3% | -52.0% | 0.985% | |
4/22/2024 | Accordant Advisory Group Inc | 4,220 | $119K | 0.1% | N/A | 0.047% | |
4/18/2024 | Narus Financial Partners LLC | 18,631 | $527K | 0.2% | -45.4% | 0.209% | |
4/16/2024 | Pasadena Private Wealth LLC | 325,535 | $9.21M | 2.1% | +9.7% | 17.133% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 234,668 | $6.64M | 0.2% | +15.5% | 12.351% | |
4/5/2024 | Summit Financial Group Inc. | 41,465 | $1.17M | 0.4% | -5.3% | 2.182% | |
2/26/2024 | Virtu Financial LLC | 22,022 | $612K | 0.0% | N/A | 1.159% | |
2/14/2024 | Pitcairn Co. | 1,728,473 | $48.06M | 3.7% | -2.5% | 90.972% | |
2/12/2024 | Avestar Capital LLC | 67,661 | $1.88M | 0.2% | -8.3% | 3.561% | |
2/12/2024 | Stifel Financial Corp | 275,583 | $7.66M | 0.0% | +273.6% | 14.504% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 60,684 | $1.69M | 0.2% | +7.9% | 3.194% | |
2/9/2024 | WBI Investments LLC | 430,548 | $11.97M | 2.4% | -8.7% | 22.660% | |
2/8/2024 | TrinityPoint Wealth LLC | 42,989 | $1.20M | 0.2% | -0.9% | 2.263% | |
2/8/2024 | WT Wealth Management | 59,404 | $1.65M | 0.7% | -26.2% | 3.127% | |
2/7/2024 | Rooted Wealth Advisors Inc. | 22,176 | $616K | 0.3% | -8.5% | 1.167% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 203,102 | $5.65M | 0.2% | +1.8% | 10.690% | |
2/6/2024 | NTV Asset Management LLC | 78,775 | $2.19M | 0.4% | -20.8% | 4.146% | |
2/6/2024 | Ifrah Financial Services Inc. | 118,482 | $3.29M | 1.0% | +1.1% | 6.236% | |
2/6/2024 | Smart Money Group LLC | 97,136 | $2.70M | 1.2% | -6.0% | 5.112% | |
2/5/2024 | Kestra Private Wealth Services LLC | 98,560 | $2.74M | 0.1% | +94.1% | 5.187% | |
2/2/2024 | Atria Wealth Solutions Inc. | 136,327 | $3.79M | 0.0% | -59.9% | 7.175% | |
1/31/2024 | Oliver Lagore Vanvalin Investment Group | 50,857 | $1.41M | 0.5% | N/A | 2.677% | |
1/29/2024 | Petra Financial Advisors Inc. | 64,874 | $1.80M | 1.5% | -2.0% | 3.414% | |
1/26/2024 | Geneos Wealth Management Inc. | 26,029 | $724K | 0.0% | -6.9% | 1.370% | |
1/25/2024 | Narus Financial Partners LLC | 34,153 | $950K | 0.5% | -64.6% | 1.798% | |
1/25/2024 | International Assets Investment Management LLC | 16,183 | $450K | 0.0% | N/A | 0.852% | |
1/24/2024 | Stratos Wealth Partners LTD. | 16,518 | $459K | 0.0% | -11.3% | 0.869% | |
1/24/2024 | Stratos Investment Management LLC | 168,264 | $4.68M | 0.6% | +80.0% | 8.856% | |
1/24/2024 | International Assets Investment Management LLC | 16,183 | $450K | 0.0% | N/A | 0.852% | |
1/19/2024 | IRON Financial LLC | 15,669 | $436K | 0.2% | +30.5% | 0.825% | |
1/18/2024 | MBL Wealth LLC | 182,497 | $5.07M | 0.6% | -20.3% | 9.605% | |
1/12/2024 | Summit Financial Group Inc. | 43,765 | $1.22M | 0.5% | -3.7% | 2.303% | |
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1/12/2024 | Empirical Asset Management LLC | 51,563 | $1.43M | 1.2% | -2.2% | 2.714% | |
1/11/2024 | BKM Wealth Management LLC | 3,807 | $106K | 0.0% | N/A | 0.200% | |
1/11/2024 | Pasadena Private Wealth LLC | 296,621 | $8.25M | 2.0% | +9.1% | 15.612% | |
1/11/2024 | BKM Wealth Management LLC | 3,807 | $106K | 0.0% | N/A | 0.200% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 8,619 | $240K | 0.0% | -24.7% | 0.454% | |
12/4/2023 | WT Wealth Management | 80,491 | $2.39M | 1.0% | +7.5% | 4.236% | |
11/21/2023 | Rooted Wealth Advisors Inc. | 24,242 | $695K | 0.4% | +16.5% | 1.276% | |
11/13/2023 | Jaffetilchin Investment Partners LLC | 21,820 | $648K | 0.1% | -36.1% | 1.148% | |
11/13/2023 | Stifel Financial Corp | 73,769 | $2.19M | 0.0% | N/A | 3.883% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 7,556 | $224K | 0.0% | N/A | 0.398% | |
11/9/2023 | Loomis Sayles & Co. L P | 1,952 | $58K | 0.0% | -85.0% | 0.103% | |
11/9/2023 | WBI Investments Inc. | 471,746 | $14.01M | 2.8% | +1.6% | 24.829% | |
11/8/2023 | HighTower Advisors LLC | 668,954 | $19.87M | 0.0% | +3.5% | 35.208% | |
11/8/2023 | Janney Montgomery Scott LLC | 13,168 | $391K | 0.0% | +14.4% | 0.693% | |
11/8/2023 | Atria Wealth Solutions Inc. | 339,904 | $10.09M | 0.1% | +2,397.3% | 17.890% | |
11/8/2023 | Kestra Private Wealth Services LLC | 50,779 | $1.51M | 0.0% | -47.5% | 2.673% | |
11/6/2023 | Ifrah Financial Services Inc. | 117,212 | $3.48M | 1.1% | +1.2% | 6.169% | |
11/6/2023 | NTV Asset Management LLC | 99,470 | $2.95M | 0.5% | -7.7% | 5.235% | |
10/31/2023 | IRON Financial LLC | 12,006 | $356K | 0.2% | +47.8% | 0.632% | |
10/31/2023 | Wolff Wiese Magana LLC | 7,724 | $229K | 0.2% | +12.1% | 0.407% | |
10/30/2023 | Narus Financial Partners LLC | 96,343 | $2.86M | 1.5% | +4.5% | 5.071% | |
10/24/2023 | Fundamentum LLC | 93,483 | $2.78M | 0.4% | +3.3% | 4.920% | |
10/23/2023 | Commonwealth Equity Services LLC | 87,587 | $2.60M | 0.0% | +1.4% | 4.610% | |
10/20/2023 | Avestar Capital LLC | 73,784 | $2.19M | 0.3% | +7.7% | 3.883% | |
10/18/2023 | Capital Advisory Group Advisory Services LLC | 32,168 | $955K | 0.5% | +33.6% | 1.693% | |
10/17/2023 | Summit Financial Group Inc. | 45,465 | $1.35M | 0.6% | -24.8% | 2.393% | |
10/17/2023 | Impact Partnership Wealth LLC | 6,220 | $185K | 0.1% | +544.6% | 0.327% | |
10/17/2023 | Financial Services Advisory Inc | 141,682 | $4.21M | 2.0% | +2.1% | 7.457% | |
10/12/2023 | IFP Advisors Inc | 7,069 | $210K | 0.0% | +218.9% | 0.372% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 199,413 | $5.92M | 0.3% | +0.2% | 10.495% | |
10/11/2023 | MBL Wealth LLC | 229,006 | $6.80M | 0.9% | +8.8% | 12.053% | |
10/11/2023 | Pasadena Private Wealth LLC | 271,935 | $8.07M | 2.4% | -19.8% | 14.312% | |
8/30/2023 | Narus Financial Partners LLC | 92,193 | $2.71M | 1.4% | +10.4% | 4.852% | |
8/10/2023 | Commonwealth Equity Services LLC | 86,361 | $2.54M | 0.0% | +1.8% | 4.545% | |
8/10/2023 | Cetera Advisor Networks LLC | 33,697 | $992K | 0.0% | -27.2% | 1.774% | |
8/9/2023 | Flow Traders U.S. LLC | 12,519 | $368K | 0.0% | N/A | 0.659% | |
8/8/2023 | Rational Advisors LLC | 2,178 | $64K | 0.0% | -26.5% | 0.115% | |
8/8/2023 | Geneos Wealth Management Inc. | 27,658 | $814K | 0.0% | -20.5% | 1.456% | |
8/8/2023 | Kestra Private Wealth Services LLC | 96,677 | $2.85M | 0.1% | -19.6% | 5.088% | |
8/7/2023 | WBI Investments Inc. | 464,272 | $13.66M | 2.5% | +7.6% | 24.435% | |
8/4/2023 | IFP Advisors Inc | 2,217 | $57K | 0.0% | N/A | 0.117% | |
8/3/2023 | Atria Wealth Solutions Inc. | 13,611 | $401K | 0.0% | +85.0% | 0.716% | |
8/3/2023 | Rooted Wealth Advisors Inc. | 20,812 | $614K | 0.4% | +9.1% | 1.095% | |
8/2/2023 | NTV Asset Management LLC | 107,770 | $3.17M | 0.6% | +4.0% | 5.672% | |
8/2/2023 | Bank of Montreal Can | 31,525 | $985K | 0.0% | N/A | 1.659% | |
8/2/2023 | Avestar Capital LLC | 68,516 | $2.02M | 0.3% | N/A | 3.606% | |
8/1/2023 | Empirical Asset Management LLC | 51,571 | $1.52M | 1.3% | +5.5% | 2.714% | |
8/1/2023 | Ifrah Financial Services Inc. | 115,803 | $3.41M | 1.0% | -6.5% | 6.095% | |
8/1/2023 | Wolff Wiese Magana LLC | 6,889 | $203K | 0.2% | +26.6% | 0.363% | |
7/31/2023 | LPL Financial LLC | 79,297 | $2.33M | 0.0% | -17.2% | 4.174% | |
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7/26/2023 | Petra Financial Advisors Inc. | 67,639 | $1.99M | 1.8% | N/A | 3.560% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 9,971 | $293K | 0.0% | -24.2% | 0.525% | |
7/26/2023 | Janney Montgomery Scott LLC | 11,509 | $339K | 0.0% | N/A | 0.606% | |
7/25/2023 | Smart Money Group LLC | 96,245 | $2.83M | 1.4% | N/A | 5.066% | |
7/25/2023 | WT Wealth Management | 74,909 | $2.21M | 0.9% | +21.9% | 3.943% | |
7/24/2023 | Financial Services Advisory Inc | 138,806 | $4.09M | 1.7% | N/A | 7.306% | |
7/18/2023 | Fundamentum LLC | 90,475 | $2.66M | 0.4% | -20.1% | 4.762% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 198,970 | $5.86M | 0.3% | +3.5% | 10.472% | |
7/17/2023 | Impact Partnership Wealth LLC | 965 | $28K | 0.0% | N/A | 0.051% | |
7/17/2023 | MBL Wealth LLC | 210,574 | $6.20M | 0.9% | +15.1% | 11.083% | |