5/14/2024 | CreativeOne Wealth LLC | 20,976 | $851K | 0.0% | N/A | 0.157% | |
5/10/2024 | Osaic Holdings Inc. | 224,273 | $9.10M | 0.0% | -6.9% | 1.682% | |
5/8/2024 | Avantax Advisory Services Inc. | 13,626 | $553K | 0.0% | -9.6% | 0.102% | |
5/3/2024 | Larson Financial Group LLC | 1,060 | $43K | 0.0% | -42.7% | 0.008% | |
5/1/2024 | Janney Montgomery Scott LLC | 7,441 | $302K | 0.0% | -91.7% | 0.057% | |
5/1/2024 | McCarthy & Cox | 137,225 | $5.57M | 2.1% | N/A | 1.049% | |
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4/29/2024 | Commonwealth Equity Services LLC | 293,232 | $11.90M | 0.0% | -0.7% | 2.242% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 37,135 | $1.51M | 0.1% | +5.4% | 0.284% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 35,483 | $1.44M | 0.0% | -6.4% | 0.271% | |
4/23/2024 | Strategic Blueprint LLC | 20,441 | $829K | 0.1% | -6.5% | 0.156% | |
4/18/2024 | Wolff Wiese Magana LLC | 36,862 | $1.50M | 1.3% | -1.4% | 0.521% | |
4/16/2024 | ERn Financial LLC | 102,469 | $4.16M | 0.7% | +2.1% | 1.449% | |
4/15/2024 | Sunbelt Securities Inc. | 2,742 | $111K | 0.0% | -36.5% | 0.039% | |
4/12/2024 | Financial Designs Corp | 300,994 | $12.21M | 8.0% | -0.4% | 4.257% | |
4/10/2024 | SOA Wealth Advisors LLC. | 90,208 | $3.66M | 0.8% | -1.5% | 1.276% | |
4/10/2024 | Schulz Wealth LTD. | 12,838 | $521K | 0.4% | -5.0% | 0.182% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 6,500 | $253K | 0.0% | N/A | 0.092% | |
2/23/2024 | Beacon Financial Group | 14,477 | $563K | 0.1% | N/A | 0.205% | |
2/13/2024 | Stephens Inc. AR | 98,917 | $3.85M | 0.1% | +122.6% | 1.399% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 7,003 | $270K | 0.2% | N/A | 0.099% | |
2/12/2024 | Schulz Wealth LTD. | 13,507 | $525K | 0.5% | N/A | 0.191% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 17,161 | $667K | 0.0% | +222.3% | 0.243% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 37,914 | $1.47M | 0.0% | -18.0% | 0.536% | |
2/8/2024 | First Heartland Consultants Inc. | 7,561 | $294K | 0.0% | -58.1% | 0.107% | |
2/8/2024 | Meridian Wealth Management LLC | 14,966 | $582K | 0.0% | N/A | 0.212% | |
2/8/2024 | WealthTrust Asset Management LLC | 6,907 | $269K | 0.2% | -10.0% | 0.098% | |
2/8/2024 | Savvy Advisors Inc. | 5,340 | $208K | 0.2% | N/A | 0.076% | |
2/8/2024 | Janney Montgomery Scott LLC | 89,518 | $3.48M | 0.0% | N/A | 1.266% | |
2/7/2024 | NBC Securities Inc. | 9,991 | $388K | 0.0% | -24.1% | 0.141% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 2,712 | $105K | 0.0% | +55.8% | 0.038% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 81,459 | $3.17M | 1.6% | -0.6% | 1.152% | |
2/6/2024 | Ifrah Financial Services Inc. | 10,223 | $398K | 0.1% | N/A | 0.145% | |
2/5/2024 | Kestra Private Wealth Services LLC | 24,568 | $955K | 0.0% | +17.7% | 0.347% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 182,981 | $7.12M | 2.0% | N/A | 2.588% | |
2/5/2024 | Pitti Group Wealth Management LLC | 12,841 | $499K | 0.5% | -5.8% | 0.182% | |
2/2/2024 | Truist Financial Corp | 50,663 | $1.97M | 0.0% | -5.4% | 0.717% | |
2/1/2024 | CWM LLC | 306,647 | $11.93M | 0.1% | +512.0% | 4.337% | |
1/30/2024 | Octavia Wealth Advisors LLC | 11,049 | $430K | 0.1% | +8.1% | 0.156% | |
1/30/2024 | Capital Analysts LLC | 23,165 | $901K | 0.0% | +1,635.2% | 0.328% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 7,032 | $273K | 0.1% | +13.8% | 0.099% | |
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1/25/2024 | Strategic Blueprint LLC | 21,870 | $851K | 0.1% | N/A | 0.309% | |
1/25/2024 | Americana Partners LLC | 430,294 | $16.66M | 1.6% | N/A | 6.086% | |
1/23/2024 | Beacon Financial Advisory LLC | 5,500 | $214K | 0.1% | N/A | 0.078% | |
1/19/2024 | Financial Designs Corp | 302,338 | $11.76M | 9.6% | N/A | 4.276% | |
1/19/2024 | ERn Financial LLC | 100,360 | $3.93M | 0.7% | N/A | 1.420% | |
1/18/2024 | SeaCrest Wealth Management LLC | 17,383 | $672K | 0.1% | +8.5% | 0.246% | |
1/17/2024 | Keystone Wealth Services LLC | 10,127 | $394K | 0.1% | +12.2% | 0.143% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 5,693 | $221K | 0.0% | N/A | 0.081% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 122,354 | $4.76M | 0.0% | +11.0% | 1.731% | |
1/16/2024 | Raymond James & Associates | 98,641 | $3.84M | 0.0% | +287.2% | 1.395% | |
1/16/2024 | Wolff Wiese Magana LLC | 37,367 | $1.45M | 1.4% | +24.8% | 0.529% | |
1/16/2024 | CoreCap Advisors LLC | 5,181 | $201K | 0.0% | N/A | 0.073% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 10,372 | $405K | 0.1% | -38.7% | 0.147% | |
1/11/2024 | Brookstone Capital Management | 28,811 | $1.12M | 0.0% | N/A | 0.408% | |
1/11/2024 | SOA Wealth Advisors LLC. | 91,541 | $3.56M | 0.8% | +2,770.5% | 1.295% | |
1/8/2024 | Fragasso Group Inc. | 39,187 | $1.52M | 0.1% | +225.7% | 0.554% | |
11/15/2023 | Axxcess Wealth Management LLC | 8,827 | $322K | 0.0% | N/A | 0.125% | |
11/14/2023 | Share Andrew L. | 6,229 | $228K | 0.1% | N/A | 0.088% | |
11/13/2023 | Kestra Advisory Services LLC | 15,581 | $569K | 0.0% | -42.6% | 0.220% | |
11/9/2023 | First Heartland Consultants Inc. | 18,032 | $659K | 0.1% | N/A | 0.255% | |
11/8/2023 | Avantax Advisory Services Inc. | 14,240 | $520K | 0.0% | -4.8% | 0.201% | |
11/8/2023 | Kestra Private Wealth Services LLC | 20,868 | $762K | 0.0% | +14.2% | 0.295% | |
11/4/2023 | NBC Securities Inc. | 13,164 | $480K | 0.1% | N/A | 0.186% | |
11/3/2023 | MGO One Seven LLC | 16,254 | $594K | 0.0% | -34.3% | 0.230% | |
11/1/2023 | Orion Portfolio Solutions LLC | 5,690 | $208K | 0.0% | N/A | 0.080% | |
10/31/2023 | Wolff Wiese Magana LLC | 29,945 | $1.09M | 0.9% | -1.3% | 0.424% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 7,721 | $282K | 0.1% | +154.1% | 0.109% | |
10/30/2023 | Octavia Wealth Advisors LLC | 10,218 | $373K | 0.1% | -5.8% | 0.145% | |
10/26/2023 | 3D L Capital Management LLC | 22,069 | $806K | 0.3% | -54.7% | 0.312% | |
10/24/2023 | Valtinson Bruner Financial Planning LLC | 81,987 | $3.00M | 1.6% | -1.6% | 1.160% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 110,231 | $4.03M | 0.0% | +0.7% | 1.559% | |
10/24/2023 | Raymond James & Associates | 25,478 | $931K | 0.0% | -60.2% | 0.360% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 46,222 | $1.69M | 0.0% | -5.1% | 0.654% | |
10/23/2023 | Commonwealth Equity Services LLC | 252,576 | $9.23M | 0.0% | -8.9% | 3.573% | |
10/18/2023 | Capital Asset Advisory Services LLC | 8,649 | $322K | 0.0% | -5.4% | 0.122% | |
10/17/2023 | Cedar Brook Financial Partners LLC | 16,920 | $618K | 0.2% | -3.7% | 0.239% | |
10/11/2023 | AE Wealth Management LLC | 94,576 | $3.46M | 0.0% | -23.6% | 1.338% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 6,177 | $226K | 0.1% | -43.6% | 0.087% | |
10/5/2023 | Keystone Wealth Services LLC | 9,027 | $330K | 0.1% | -60.7% | 0.128% | |
8/11/2023 | Kestra Advisory Services LLC | 27,128 | $1.02M | 0.0% | -6.6% | 0.384% | |
8/10/2023 | Osaic Holdings Inc. | 162,685 | $6.13M | 0.0% | -27.0% | 2.301% | |
8/10/2023 | Commonwealth Equity Services LLC | 277,387 | $10.47M | 0.0% | -5.1% | 4.049% | |
8/10/2023 | Cetera Advisors LLC | 41,286 | $1.56M | 0.0% | -10.9% | 0.603% | |
8/10/2023 | Cetera Advisor Networks LLC | 28,728 | $1.08M | 0.0% | -11.6% | 0.419% | |
8/10/2023 | Cetera Investment Advisers | 14,668 | $554K | 0.0% | -16.9% | 0.214% | |
8/8/2023 | Archer Investment Corp | 9,785 | $369K | 0.1% | -21.1% | 0.143% | |
8/8/2023 | Kestra Private Wealth Services LLC | 18,273 | $690K | 0.0% | -55.5% | 0.267% | |
8/8/2023 | 3D L Capital Management LLC | 48,729 | $1.84M | 0.5% | -93.7% | 0.711% | |
8/4/2023 | Envestnet Asset Management Inc. | 80,469 | $3.04M | 0.0% | -58.9% | 1.175% | |
8/4/2023 | IFP Advisors Inc | 13,052 | $391K | 0.0% | -4.5% | 0.191% | |
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8/3/2023 | RFG Advisory LLC | 6,800 | $257K | 0.0% | -4.0% | 0.099% | |
8/1/2023 | PRW Wealth Management LLC | 569,223 | $14.16M | 4.9% | +1,157.6% | 8.310% | |
8/1/2023 | Truist Financial Corp | 57,869 | $2.18M | 0.0% | -14.9% | 0.845% | |
8/1/2023 | Wolff Wiese Magana LLC | 30,345 | $1.15M | 0.9% | -1.8% | 0.443% | |
7/28/2023 | AlphaMark Advisors LLC | 800 | $30K | 0.0% | -38.5% | 0.012% | |
7/27/2023 | GDS Wealth Management | 74,485 | $2.81M | 0.5% | N/A | 1.087% | |
7/26/2023 | Pallas Capital Advisors LLC | 5,250 | $201K | 0.0% | N/A | 0.077% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 109,504 | $4.13M | 0.0% | -6.5% | 1.599% | |
7/25/2023 | Raymond James & Associates | 64,056 | $2.42M | 0.0% | -0.6% | 0.935% | |
7/24/2023 | Valtinson Bruner Financial Planning LLC | 83,330 | $3.15M | 1.7% | -1.3% | 1.216% | |