5/1/2024 | Concourse Financial Group Securities Inc. | 3,118 | $254K | 0.0% | -8.2% | 0.048% | |
4/30/2024 | Private Advisor Group LLC | 137,099 | $11.15M | 0.1% | -9.9% | 2.093% | |
4/29/2024 | Commonwealth Equity Services LLC | 49,649 | $4.04M | 0.0% | -5.4% | 0.758% | |
4/26/2024 | Yousif Capital Management LLC | 141,193 | $11.49M | 0.1% | -12.1% | 2.156% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 26,581 | $2.16M | 0.0% | -23.7% | 0.406% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 11,795 | $960K | 0.1% | +12.4% | 0.180% | |
|
4/23/2024 | TAP Consulting LLC | 71,110 | $5.79M | 1.3% | -19.0% | 1.086% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 265,604 | $21.61M | 0.0% | +1.1% | 4.055% | |
4/16/2024 | Calton & Associates Inc. | 2,918 | $237K | 0.1% | -10.8% | 0.038% | |
4/9/2024 | Mather Group LLC. | 1,197 | $89K | 0.0% | N/A | 0.016% | |
2/12/2024 | Stifel Financial Corp | 76,674 | $5.72M | 0.0% | -5.7% | 1.009% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 10,493 | $783K | 0.1% | +6.9% | 0.138% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 34,827 | $2.60M | 0.0% | -7.3% | 0.458% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,673 | $125K | 0.0% | -61.9% | 0.022% | |
2/9/2024 | Keystone Financial Group | 14,413 | $1.08M | 0.2% | -19.8% | 0.190% | |
2/9/2024 | Wells Fargo & Company MN | 282,259 | $21.07M | 0.0% | -2.5% | 3.714% | |
2/9/2024 | UBS Group AG | 327,759 | $24.46M | 0.0% | -1.6% | 4.313% | |
2/8/2024 | Level Four Advisory Services LLC | 32,006 | $2.39M | 0.1% | +1.5% | 0.421% | |
2/7/2024 | Rossmore Private Capital | 20,762 | $1.57M | 0.2% | +37.1% | 0.273% | |
2/7/2024 | Calton & Associates Inc. | 3,273 | $244K | 0.1% | N/A | 0.043% | |
2/6/2024 | Private Advisor Group LLC | 152,170 | $11.36M | 0.1% | -0.5% | 2.002% | |
2/5/2024 | Silver Oak Securities Incorporated | 128,948 | $9.62M | 1.3% | -2.5% | 1.697% | |
2/2/2024 | TAP Consulting LLC | 87,747 | $6.55M | 1.6% | +34.5% | 1.155% | |
2/1/2024 | CWM LLC | 706 | $53K | 0.0% | -50.1% | 0.009% | |
1/24/2024 | Private Trust Co. NA | 442 | $33K | 0.0% | N/A | 0.006% | |
1/19/2024 | Hibernia Wealth Partners LLC | 7,625 | $569K | 0.4% | -21.9% | 0.100% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 262,731 | $19.61M | 0.0% | -1.9% | 3.457% | |
12/5/2023 | TAP Consulting LLC | 65,248 | $4.44M | 1.1% | +13.9% | 0.859% | |
11/21/2023 | Comerica Bank | 290,167 | $19.76M | 0.1% | N/A | 3.818% | |
11/20/2023 | Silver Oak Securities Incorporated | 132,225 | $9.00M | 1.7% | -0.1% | 1.740% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 1,742 | $119K | 0.0% | N/A | 0.023% | |
11/13/2023 | Stifel Financial Corp | 81,298 | $5.54M | 0.0% | -1.4% | 1.070% | |
11/13/2023 | LPL Financial LLC | 429,598 | $29.25M | 0.0% | -1.2% | 5.653% | |
11/9/2023 | UBS Group AG | 332,991 | $22.67M | 0.0% | +2.0% | 4.381% | |
11/8/2023 | Pathstone Family Office LLC | 7,769 | $529K | 0.0% | N/A | 0.102% | |
11/8/2023 | Atria Wealth Solutions Inc. | 3,276 | $223K | 0.0% | -21.9% | 0.043% | |
11/6/2023 | Keystone Financial Group | 17,980 | $1.22M | 0.2% | +5.0% | 0.237% | |
11/4/2023 | NBC Securities Inc. | 783 | $53K | 0.0% | N/A | 0.010% | |
11/4/2023 | EverSource Wealth Advisors LLC | 4,391 | $299K | 0.0% | +13.3% | 0.058% | |
11/3/2023 | Private Advisor Group LLC | 152,910 | $10.41M | 0.1% | -8.8% | 2.012% | |
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10/30/2023 | Yousif Capital Management LLC | 160,695 | $10.94M | 0.1% | N/A | 2.114% | |
10/27/2023 | Planning Directions Inc. | 3,515 | $239K | 0.2% | -6.8% | 0.046% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 267,864 | $18.24M | 0.0% | -0.3% | 3.525% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 37,561 | $2.56M | 0.0% | -0.6% | 0.494% | |
10/23/2023 | Commonwealth Equity Services LLC | 50,537 | $3.44M | 0.0% | +3.9% | 0.665% | |
10/12/2023 | IFP Advisors Inc | 3,227 | $220K | 0.0% | -5.8% | 0.042% | |
10/12/2023 | Hibernia Wealth Partners LLC | 9,759 | $664K | 0.5% | N/A | 0.128% | |
8/14/2023 | Guidance Capital Inc. | 3,211 | $231K | 0.1% | N/A | 0.042% | |
8/10/2023 | Osaic Holdings Inc. | 57,380 | $4.08M | 0.0% | -3.1% | 0.755% | |
8/10/2023 | Commonwealth Equity Services LLC | 48,636 | $3.46M | 0.0% | +5.0% | 0.640% | |
8/10/2023 | Private Advisor Group LLC | 167,716 | $11.92M | 0.1% | -21.7% | 2.207% | |
8/9/2023 | Flow Traders U.S. LLC | 7,837 | $557K | 0.0% | N/A | 0.103% | |
8/7/2023 | Keystone Financial Group | 17,122 | $1.22M | 0.2% | N/A | 0.225% | |
8/4/2023 | Envestnet Asset Management Inc. | 119,960 | $8.53M | 0.0% | +1.8% | 1.454% | |
8/4/2023 | EverSource Wealth Advisors LLC | 3,874 | $275K | 0.0% | N/A | 0.047% | |
8/2/2023 | Silver Oak Securities Incorporated | 132,391 | $9.41M | 1.5% | -3.2% | 1.605% | |
8/1/2023 | Truist Financial Corp | 4,556 | $324K | 0.0% | +9.1% | 0.055% | |
8/1/2023 | Money Concepts Capital Corp | 18,632 | $1.32M | 0.1% | -90.0% | 0.226% | |
7/31/2023 | LPL Financial LLC | 434,832 | $30.91M | 0.0% | -11.7% | 5.271% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 268,561 | $19.09M | 0.0% | +5.1% | 3.255% | |
7/25/2023 | Raymond James & Associates | 53,675 | $3.82M | 0.0% | -6.8% | 0.651% | |
7/21/2023 | Creative Planning | 7,904 | $562K | 0.0% | -3.5% | 0.096% | |
7/19/2023 | TAP Consulting LLC | 57,286 | $4.07M | 1.0% | -14.9% | 0.694% | |
7/19/2023 | Planning Directions Inc. | 3,772 | $268K | 0.2% | -12.4% | 0.046% | |
7/19/2023 | Abundance Wealth Counselors | 3,434 | $244K | 0.1% | N/A | 0.042% | |
7/17/2023 | Patriot Financial Group Insurance Agency LLC | 6,492 | $461K | 0.1% | -3.3% | 0.079% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 37,805 | $2.69M | 0.0% | -1.4% | 0.458% | |
6/5/2023 | Level Four Advisory Services LLC | 31,802 | $2.19M | 0.1% | -3.6% | 0.376% | |
5/12/2023 | Tradition Wealth Management LLC | 1,320 | $91K | 0.0% | N/A | 0.016% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 38,345 | $2.64M | 0.0% | +26.5% | 0.454% | |
5/11/2023 | Planning Directions Inc. | 4,305 | $296K | 0.2% | -9.1% | 0.051% | |
5/11/2023 | Envestnet Asset Management Inc. | 117,818 | $8.10M | 0.0% | -1.7% | 1.394% | |
5/11/2023 | Commonwealth Equity Services LLC | 46,334 | $3.19M | 0.0% | +14.9% | 0.548% | |
5/10/2023 | Private Advisor Group LLC | 214,193 | $14.73M | 0.1% | N/A | 2.535% | |
5/10/2023 | LPL Financial LLC | 492,361 | $33.85M | 0.0% | +14.0% | 5.827% | |
5/9/2023 | TBH Global Asset Management LLC | 10,897 | $749K | 0.2% | N/A | 0.129% | |
5/5/2023 | Truist Financial Corp | 4,177 | $287K | 0.0% | -28.1% | 0.049% | |
5/5/2023 | Silver Oak Securities Incorporated | 136,781 | $9.40M | 1.5% | -0.5% | 1.619% | |
5/3/2023 | Integrated Wealth Concepts LLC | 7,295 | $502K | 0.0% | +9.3% | 0.086% | |
5/2/2023 | Rossmore Private Capital | 12,897 | $887K | 0.1% | +1.9% | 0.153% | |
5/2/2023 | Victory Capital Management Inc. | 160,695 | $11.05M | 0.0% | -9.3% | 1.902% | |
5/1/2023 | Money Concepts Capital Corp | 185,945 | $2.03M | 0.1% | +719.3% | 2.201% | |
5/1/2023 | CWM LLC | 1,416 | $97K | 0.0% | -34.6% | 0.017% | |
4/28/2023 | Janney Montgomery Scott LLC | 5,168 | $355K | 0.0% | -13.7% | 0.061% | |
4/25/2023 | Eudaimonia Partners LLC | 22,862 | $1.57M | 0.4% | +99.9% | 0.271% | |
4/20/2023 | Patriot Financial Group Insurance Agency LLC | 6,714 | $462K | 0.1% | N/A | 0.079% | |
4/18/2023 | TAP Consulting LLC | 67,329 | $4.63M | 1.1% | +2.9% | 0.797% | |
4/18/2023 | IFP Advisors Inc | 3,423 | $170K | 0.0% | -59.8% | 0.041% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 255,550 | $17.57M | 0.0% | +0.3% | 3.024% | |
4/14/2023 | Raymond James & Associates | 57,603 | $3.96M | 0.0% | +4.5% | 0.682% | |
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3/6/2023 | Rockefeller Capital Management L.P. | 9,822 | $665K | 0.0% | -6.8% | 0.116% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 126,644 | $8.58M | 0.0% | +0.7% | 1.333% | |
2/13/2023 | BOKF NA | 15,462 | $1.05M | 0.0% | -3.4% | 0.163% | |
2/10/2023 | Bank of America Corp DE | 759,149 | $51.43M | 0.0% | +6.0% | 7.991% | |
2/10/2023 | Advisor Group Holdings Inc. | 61,513 | $4.17M | 0.0% | -7.2% | 0.648% | |
2/9/2023 | Victory Capital Management Inc. | 160,695 | $11.46M | 0.0% | -9.3% | 1.692% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 254,770 | $17.26M | 0.0% | +0.8% | 2.682% | |
2/8/2023 | Raymond James & Associates | 55,131 | $3.74M | 0.0% | -1.5% | 0.580% | |
2/8/2023 | UBS Group AG | 343,039 | $23.24M | 0.0% | +0.1% | 3.611% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 30,312 | $2.05M | 0.0% | +56.0% | 0.319% | |