2/20/2024 | Able Wealth Management LLC | 2,610 | $81K | 0.1% | N/A | 0.149% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 6,250 | $193K | 0.0% | N/A | 0.357% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 6,250 | $193K | 0.1% | N/A | 0.357% | |
2/5/2024 | Van ECK Associates Corp | 110,995 | $3.43M | 0.0% | +10.4% | 6.343% | |
2/5/2024 | Silver Oak Securities Incorporated | 16,407 | $507K | 0.1% | +18.5% | 0.938% | |
1/24/2024 | Clear Creek Financial Management LLC | 9,113 | $281K | 0.0% | N/A | 0.521% | |
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1/23/2024 | Arcus Capital Partners LLC | 22,448 | $693K | 0.2% | +59.1% | 1.283% | |
1/11/2024 | KWB Wealth | 16,298 | $503K | 0.1% | +21.9% | 0.931% | |
1/10/2024 | Cornerstone Wealth Management LLC | 20,158 | $622K | 0.1% | +15.6% | 1.152% | |
12/5/2023 | TAP Consulting LLC | 8,955 | $243K | 0.1% | -12.9% | 0.512% | |
11/20/2023 | Silver Oak Securities Incorporated | 13,842 | $376K | 0.1% | N/A | 0.791% | |
11/14/2023 | Tower Research Capital LLC TRC | 28,294 | $768K | 0.0% | -2.9% | 1.617% | |
11/9/2023 | USAdvisors Wealth Management LLC | 10,693 | $290K | 0.1% | +3.9% | 0.611% | |
11/8/2023 | Van ECK Associates Corp | 100,562 | $2.73M | 0.0% | -7.7% | 5.746% | |
11/7/2023 | Hedeker Wealth LLC | 206,602 | $5.61M | 1.9% | +99.0% | 11.806% | |
11/7/2023 | Cornerstone Wealth Management LLC | 17,432 | $473K | 0.0% | N/A | 0.996% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 28,214 | $766K | 0.0% | +84.1% | 1.612% | |
10/23/2023 | Moneywise Inc. | 14,490 | $393K | 0.2% | -8.3% | 0.828% | |
10/11/2023 | AE Wealth Management LLC | 19,033 | $517K | 0.0% | -21.3% | 1.088% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 4,540 | $123K | 0.1% | N/A | 0.259% | |
8/10/2023 | Cetera Advisor Networks LLC | 11,202 | $341K | 0.0% | -12.0% | 0.640% | |
8/3/2023 | Van ECK Associates Corp | 108,926 | $3.31M | 0.0% | +190.6% | 6.224% | |
8/1/2023 | USAdvisors Wealth Management LLC | 10,294 | $317K | 0.2% | N/A | 0.588% | |
7/31/2023 | LPL Financial LLC | 37,088 | $1.13M | 0.0% | +8.5% | 2.119% | |
7/24/2023 | KWB Wealth | 13,365 | $407K | 0.1% | +9.1% | 0.764% | |
7/24/2023 | Moneywise Inc. | 15,802 | $481K | 0.3% | -8.2% | 0.903% | |
7/21/2023 | Hedeker Wealth LLC | 103,825 | $3.16M | 1.1% | -13.2% | 5.933% | |
7/19/2023 | TAP Consulting LLC | 10,284 | $313K | 0.1% | -25.9% | 0.588% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 15,328 | $466K | 0.0% | N/A | 0.876% | |
7/13/2023 | Saxon Interests Inc. | 7,650 | $233K | 0.1% | -8.3% | 0.437% | |
7/10/2023 | AE Wealth Management LLC | 24,188 | $736K | 0.0% | -7.2% | 1.382% | |
6/5/2023 | Level Four Advisory Services LLC | 12,507 | $372K | 0.0% | N/A | 0.676% | |
5/9/2023 | Tower Research Capital LLC TRC | 30,938 | $920K | 0.0% | +13.5% | 1.672% | |
5/3/2023 | Van ECK Associates Corp | 37,489 | $1.11M | 0.0% | -13.0% | 2.026% | |
5/2/2023 | Lincoln National Corp | 9,225 | $274K | 0.0% | -4.1% | 0.499% | |
4/21/2023 | Moneywise Inc. | 17,210 | $512K | 0.3% | +15.3% | 0.930% | |
4/18/2023 | IFP Advisors Inc | 1,692 | $46K | 0.0% | -60.7% | 0.091% | |
4/18/2023 | Hedeker Wealth LLC | 119,581 | $3.55M | 1.3% | +6.5% | 6.464% | |
4/14/2023 | AE Wealth Management LLC | 26,078 | $775K | 0.0% | -7.4% | 1.410% | |
4/6/2023 | Saxon Interests Inc. | 8,339 | $248K | 0.1% | -92.1% | 0.417% | |
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3/15/2023 | Milestone Investment Advisors LLC | 2,500 | $71K | 0.0% | N/A | 0.125% | |
2/10/2023 | KWB Wealth | 12,247 | $348K | 0.1% | N/A | 0.000% | |
2/8/2023 | Van ECK Associates Corp | 43,115 | $1.23M | 0.0% | -4.0% | 0.000% | |
2/8/2023 | Lincoln National Corp | 9,623 | $273K | 0.0% | -33.0% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 13,565 | $385K | 0.0% | +17.3% | 0.000% | |
2/7/2023 | LPL Financial LLC | 41,956 | $1.19M | 0.0% | -27.7% | 0.000% | |
2/7/2023 | IFP Advisors Inc | 4,310 | $116K | 0.0% | -25.8% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 7,108 | $202K | 0.0% | -32.0% | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 11,413 | $324K | 0.0% | -6.5% | 0.000% | |
1/31/2023 | AE Wealth Management LLC | 28,163 | $800K | 0.0% | -10.7% | 0.000% | |
1/30/2023 | Moneywise Inc. | 14,930 | $424K | 0.3% | +15.6% | 0.000% | |
1/27/2023 | Arcus Capital Partners LLC | 14,305 | $407K | 0.2% | -12.1% | 0.000% | |
1/24/2023 | Saxon Interests Inc. | 105,470 | $3.01M | 1.7% | +17.6% | 0.000% | |
1/20/2023 | Hedeker Wealth LLC | 112,315 | $3.19M | 1.2% | -9.3% | 0.000% | |
1/10/2023 | Gradient Investments LLC | 1,943 | $55K | 0.0% | -99.5% | 0.000% | |
11/14/2022 | MML Investors Services LLC | 33,209 | $987K | 0.0% | -23.3% | 0.000% | |
11/10/2022 | Hedeker Wealth LLC | 123,791 | $3.68M | 1.4% | +132.6% | 0.000% | |
11/10/2022 | Tower Research Capital LLC TRC | 22,271 | $662K | 0.0% | -35.0% | 0.000% | |
11/4/2022 | GW Henssler & Associates Ltd. | 416,860 | $12.39M | 0.9% | +8.0% | 0.000% | |
11/3/2022 | Moneywise Inc. | 12,917 | $384K | 0.3% | N/A | 0.000% | |
11/1/2022 | Kestra Advisory Services LLC | 12,212 | $363K | 0.0% | +20.6% | 0.000% | |
10/27/2022 | Van ECK Associates Corp | 44,914 | $1.33M | 0.0% | -8.0% | 0.000% | |
10/25/2022 | Raymond James & Associates | 9,674 | $287K | 0.0% | +27.9% | 0.000% | |
10/25/2022 | AE Wealth Management LLC | 31,546 | $937K | 0.0% | -23.3% | 0.000% | |
10/19/2022 | Saxon Interests Inc. | 89,721 | $2.70M | 1.6% | +14.0% | 0.000% | |
10/14/2022 | Gradient Investments LLC | 427,575 | $12.70M | 0.4% | +58.6% | 0.000% | |
10/4/2022 | Csenge Advisory Group | 19,846 | $590K | 0.0% | -3.5% | 0.000% | |
9/16/2022 | Private Trust Co. NA | 2,659 | $86K | 0.0% | N/A | 0.000% | |
8/11/2022 | Cetera Advisor Networks LLC | 18,461 | $594K | 0.0% | +33.3% | 0.000% | |
8/10/2022 | Cibc World Market Inc. | 15,637 | $503K | 0.0% | N/A | 0.000% | |
8/4/2022 | GW Henssler & Associates Ltd. | 385,963 | $12.42M | 0.9% | -3.5% | 0.000% | |
8/3/2022 | Van ECK Associates Corp | 48,814 | $1.57M | 0.0% | +119.0% | 0.000% | |
8/3/2022 | AE Wealth Management LLC | 41,148 | $1.33M | 0.0% | N/A | 0.000% | |
8/2/2022 | Lincoln National Corp | 14,493 | $467K | 0.0% | +43.2% | 0.000% | |
7/29/2022 | Arcus Capital Partners LLC | 16,364 | $527K | 0.2% | -7.4% | 0.000% | |
7/28/2022 | Hedeker Wealth LLC | 53,210 | $1.76M | 0.6% | N/A | 0.000% | |
7/27/2022 | Csenge Advisory Group | 20,562 | $662K | 0.1% | +170.2% | 0.000% | |
7/26/2022 | TAP Consulting LLC | 14,299 | $460K | 0.1% | -2.6% | 0.000% | |
7/25/2022 | Saxon Interests Inc. | 78,694 | $2.53M | 1.5% | -19.0% | 0.000% | |
7/19/2022 | Commonwealth Equity Services LLC | 13,042 | $419K | 0.0% | +34.1% | 0.000% | |
7/11/2022 | Gradient Investments LLC | 269,651 | $8.68M | 0.3% | +96,549.1% | 0.000% | |
5/17/2022 | Saxon Interests Inc. | 97,127 | $3.80M | 2.0% | +226.0% | 0.000% | |
5/12/2022 | Cetera Advisor Networks LLC | 13,854 | $542K | 0.0% | +106.2% | 0.000% | |
5/10/2022 | Van ECK Associates Corp | 22,294 | $872K | 0.0% | +125.8% | 0.000% | |
5/10/2022 | Western Wealth Management LLC | 22,028 | $862K | 0.0% | +100.0% | 0.000% | |
5/9/2022 | GW Henssler & Associates Ltd. | 399,797 | $15.63M | 0.9% | +3.8% | 0.000% | |
5/9/2022 | Csenge Advisory Group | 7,609 | $298K | 0.0% | N/A | 0.000% | |
5/9/2022 | Lincoln National Corp | 10,119 | $396K | 0.0% | N/A | 0.000% | |
5/4/2022 | Advisor Group Holdings Inc. | 23,238 | $1.05M | 0.0% | +52.8% | 0.000% | |
5/4/2022 | Commonwealth Equity Services LLC | 9,728 | $380K | 0.0% | -4.8% | 0.000% | |
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5/4/2022 | Envestnet Asset Management Inc. | 16,215 | $634K | 0.0% | +82.4% | 0.000% | |
5/4/2022 | Arcus Capital Partners LLC | 17,678 | $691K | 0.2% | N/A | 0.000% | |
4/26/2022 | TAP Consulting LLC | 14,679 | $574K | 0.2% | -3.7% | 0.000% | |
4/26/2022 | Kestra Advisory Services LLC | 8,383 | $328K | 0.0% | N/A | 0.000% | |
4/21/2022 | Redhawk Wealth Advisors Inc. | 66,542 | $2.60M | 0.7% | -31.1% | 0.000% | |
4/21/2022 | Retirement Capital Strategies | 140,130 | $5.48M | 2.2% | +127.5% | 0.000% | |
4/15/2022 | Fulcrum Equity Management | 91,247 | $3.57M | 2.1% | N/A | 0.000% | |
4/12/2022 | Global Trust Asset Management LLC | 2,300 | $90K | 0.0% | -79.0% | 0.000% | |
2/15/2022 | Cary Street Partners Investment Advisory LLC | 6,250 | $255K | 0.1% | N/A | 0.000% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 47,055 | $1.92M | 0.0% | +513.3% | 0.000% | |