5/8/2024 | Cornerstone Planning Group LLC | 236,577 | $9.55M | 3.0% | +9.6% | 2.921% | |
5/7/2024 | Oppenheimer & Co. Inc. | 18,307 | $709K | 0.0% | +1.6% | 0.226% | |
4/30/2024 | Private Advisor Group LLC | 184,860 | $7.16M | 0.1% | -33.4% | 2.241% | |
4/29/2024 | Commonwealth Equity Services LLC | 86,351 | $3.34M | 0.0% | -2.0% | 1.047% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 66,722 | $2.58M | 0.0% | -16.9% | 0.809% | |
4/24/2024 | Spire Wealth Management | 4,863 | $188K | 0.0% | -5.2% | 0.059% | |
|
4/23/2024 | AllGen Financial Advisors Inc. | 58,890 | $2.28M | 0.9% | +9.2% | 0.714% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 547,864 | $21.21M | 0.0% | +4.2% | 6.641% | |
4/22/2024 | American Financial Advisors LLC | 7,426 | $287K | 0.0% | -28.0% | 0.090% | |
4/16/2024 | Bridge Advisory LLC | 23,682 | $917K | 0.5% | -30.6% | 0.287% | |
4/13/2024 | Quad Cities Investment Group LLC | 41,568 | $1.61M | 0.9% | -0.8% | 0.498% | |
4/9/2024 | Destiny Wealth Partners LLC | 5,267 | $204K | 0.0% | N/A | 0.062% | |
4/8/2024 | RVW Wealth LLC | 39,325 | $1.52M | 0.2% | -5.4% | 0.465% | |
4/2/2024 | M&R Capital Management Inc. | 3,445 | $133K | 0.0% | -31.2% | 0.040% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,564 | $60K | 0.0% | N/A | 0.018% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 230,721 | $8.87M | 0.1% | -0.8% | 2.698% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 11,492 | $442K | 0.0% | +10.8% | 0.134% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 80,284 | $3.09M | 0.0% | -0.9% | 0.939% | |
2/9/2024 | Wells Fargo & Company MN | 873,996 | $33.60M | 0.0% | +2.4% | 10.222% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 8,024 | $308K | 0.0% | -9.5% | 0.094% | |
2/9/2024 | UBS Group AG | 173,394 | $6.67M | 0.0% | -13.1% | 2.028% | |
2/8/2024 | Janney Montgomery Scott LLC | 13,937 | $536K | 0.0% | -6.4% | 0.163% | |
2/7/2024 | Principal Securities Inc. | 4,382 | $168K | 0.0% | N/A | 0.051% | |
2/6/2024 | Private Advisor Group LLC | 277,650 | $10.67M | 0.1% | +33.5% | 3.247% | |
2/6/2024 | Spire Wealth Management | 5,131 | $190K | 0.0% | -5.9% | 0.060% | |
2/6/2024 | AllGen Financial Advisors Inc. | 53,933 | $2.07M | 1.1% | -0.6% | 0.631% | |
2/6/2024 | Merit Financial Group LLC | 114,553 | $4.40M | 0.1% | -5.2% | 1.340% | |
1/31/2024 | American Financial Advisors LLC | 10,313 | $396K | 0.1% | -15.1% | 0.121% | |
1/31/2024 | Archer Investment Corp | 64,131 | $2.47M | 0.8% | -2.0% | 0.750% | |
1/30/2024 | SFI Advisors LLC | 23,038 | $886K | 0.8% | -2.8% | 0.269% | |
1/26/2024 | Cedrus LLC | 45,753 | $1.76M | 1.1% | +9.8% | 0.535% | |
1/25/2024 | International Assets Investment Management LLC | 57,237 | $2.20M | 0.0% | N/A | 0.669% | |
1/24/2024 | Stratos Wealth Partners LTD. | 7,445 | $286K | 0.0% | +5.4% | 0.087% | |
1/24/2024 | International Assets Investment Management LLC | 57,237 | $2.20M | 0.0% | N/A | 0.669% | |
1/24/2024 | Private Trust Co. NA | 5,662 | $218K | 0.0% | +25.2% | 0.066% | |
1/18/2024 | Procyon Advisors LLC | 14,384 | $553K | 0.0% | N/A | 0.168% | |
1/17/2024 | Bridge Advisory LLC | 34,119 | $1.31M | 0.7% | -24.2% | 0.399% | |
1/16/2024 | HBW Advisory Services LLC | 24,673 | $948K | 0.2% | +2.6% | 0.289% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 525,569 | $20.20M | 0.0% | -1.3% | 6.147% | |
1/16/2024 | Raymond James & Associates | 74,343 | $2.86M | 0.0% | -5.2% | 0.870% | |
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1/16/2024 | Wealthsource Partners LLC | 58,429 | $2.25M | 0.1% | -13.6% | 0.683% | |
1/12/2024 | Kure Advisory LLC | 65,606 | $2.52M | 1.3% | +0.4% | 0.767% | |
1/12/2024 | Sweet Financial Partners LLC | 19,233 | $739K | 0.2% | +18.9% | 0.225% | |
1/11/2024 | 626 Financial LLC | 156,561 | $6.02M | 4.0% | -16.1% | 1.831% | |
1/10/2024 | Quad Cities Investment Group LLC | 41,913 | $1.59M | 1.0% | -0.8% | 0.490% | |
1/8/2024 | RVW Wealth LLC | 41,577 | $1.60M | 0.2% | -11.8% | 0.486% | |
1/5/2024 | WealthPLAN Partners LLC | 12,147 | $467K | 0.0% | -11.1% | 0.138% | |
11/15/2023 | WealthPlan Investment Management LLC | 13,660 | $525K | 0.1% | N/A | 0.155% | |
11/14/2023 | Mutual Advisors LLC | 14,521 | $558K | 0.0% | -2.0% | 0.165% | |
11/13/2023 | LPL Financial LLC | 385,597 | $14.83M | 0.0% | +6.3% | 4.382% | |
11/13/2023 | Wealthsource Partners LLC | 67,607 | $2.60M | 0.2% | +1.0% | 0.768% | |
11/9/2023 | Fischer Investment Strategies LLC | 34,554 | $1.33M | 1.3% | -7.9% | 0.393% | |
11/9/2023 | UBS Group AG | 199,552 | $7.68M | 0.0% | +6.3% | 2.268% | |
11/8/2023 | Cornerstone Planning Group LLC | 197,242 | $7.59M | 2.9% | +16.6% | 2.241% | |
11/8/2023 | Janney Montgomery Scott LLC | 14,884 | $572K | 0.0% | -70.5% | 0.169% | |
11/8/2023 | Archer Investment Corp | 65,430 | $2.52M | 0.9% | +1.5% | 0.744% | |
11/8/2023 | Spire Wealth Management | 5,451 | $210K | 0.0% | -32.8% | 0.062% | |
11/7/2023 | Merit Financial Group LLC | 120,863 | $4.65M | 0.2% | N/A | 1.373% | |
11/3/2023 | Private Advisor Group LLC | 208,014 | $8M | 0.1% | +6.0% | 2.364% | |
11/2/2023 | WealthPlan Investment Management LLC | 13,660 | $525K | 0.1% | N/A | 0.155% | |
10/24/2023 | Kure Advisory LLC | 65,317 | $2.51M | 1.4% | N/A | 0.742% | |
10/24/2023 | Stratos Wealth Partners LTD. | 7,063 | $272K | 0.0% | N/A | 0.080% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 532,425 | $20.48M | 0.0% | +4.9% | 6.050% | |
10/24/2023 | Raymond James & Associates | 78,440 | $3.02M | 0.0% | +9.2% | 0.891% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 81,018 | $3.12M | 0.0% | +0.5% | 0.921% | |
10/23/2023 | Commonwealth Equity Services LLC | 98,685 | $3.80M | 0.0% | +21.4% | 1.121% | |
10/20/2023 | Bridge Advisory LLC | 45,020 | $1.73M | 0.6% | -3.9% | 0.512% | |
10/18/2023 | Private Trust Co. NA | 4,522 | $174K | 0.0% | +35.1% | 0.051% | |
10/12/2023 | HBW Advisory Services LLC | 24,059 | $925K | 0.2% | +21.3% | 0.281% | |
10/11/2023 | 626 Financial LLC | 186,710 | $7.18M | 4.9% | -0.5% | 2.184% | |
10/11/2023 | AE Wealth Management LLC | 66,790 | $2.57M | 0.0% | +20.8% | 0.781% | |
8/10/2023 | Osaic Holdings Inc. | 116,733 | $4.26M | 0.0% | +21.2% | 1.390% | |
8/10/2023 | Commonwealth Equity Services LLC | 81,265 | $2.95M | 0.0% | +132.5% | 0.967% | |
8/10/2023 | Private Advisor Group LLC | 196,291 | $7.14M | 0.1% | +6.0% | 2.337% | |
8/10/2023 | Cetera Advisors LLC | 23,287 | $846K | 0.0% | -2.7% | 0.277% | |
8/10/2023 | Cetera Advisor Networks LLC | 103,538 | $3.76M | 0.0% | +13.7% | 1.233% | |
8/9/2023 | Spire Wealth Management | 8,110 | $295K | 0.0% | -54.8% | 0.097% | |
8/9/2023 | Flow Traders U.S. LLC | 54,595 | $1.99M | 0.1% | -3.9% | 0.650% | |
8/8/2023 | Archer Investment Corp | 64,474 | $2.34M | 0.8% | +20.1% | 0.768% | |
8/7/2023 | Second Half Financial Partners LLC | 54,689 | $1.99M | 0.5% | N/A | 0.651% | |
8/3/2023 | Atria Wealth Solutions Inc. | 9,862 | $358K | 0.0% | N/A | 0.117% | |
7/31/2023 | LPL Financial LLC | 362,673 | $13.18M | 0.0% | +39.7% | 4.318% | |
7/31/2023 | Mutual Advisors LLC | 14,814 | $538K | 0.0% | +63.2% | 0.176% | |
7/31/2023 | WealthPLAN Partners LLC | 86,628 | $3.15M | 0.4% | +5.4% | 1.031% | |
7/31/2023 | BlackDiamond Wealth Management Inc. | 5,400 | $208K | 0.2% | N/A | 0.064% | |
7/28/2023 | Private Trust Co. NA | 3,346 | $122K | 0.0% | +19.2% | 0.040% | |
7/27/2023 | AllGen Financial Advisors Inc. | 54,055 | $1.97M | 1.2% | +2.0% | 0.644% | |
7/26/2023 | Janney Montgomery Scott LLC | 50,521 | $1.84M | 0.0% | -3.0% | 0.601% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 507,663 | $18.45M | 0.0% | +39.3% | 6.044% | |
7/25/2023 | Raymond James & Associates | 71,851 | $2.61M | 0.0% | -26.7% | 0.855% | |
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7/17/2023 | Bridge Advisory LLC | 46,824 | $1.70M | 0.6% | +0.7% | 0.557% | |
7/14/2023 | 626 Financial LLC | 187,568 | $6.82M | 4.4% | +3.1% | 2.233% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 80,646 | $2.93M | 0.0% | +44.7% | 0.960% | |
7/10/2023 | Level Four Advisory Services LLC | 8,831 | $321K | 0.0% | N/A | 0.105% | |
7/10/2023 | AE Wealth Management LLC | 55,308 | $2.01M | 0.0% | +2.2% | 0.658% | |
7/7/2023 | RVW Wealth LLC | 47,138 | $1.71M | 0.2% | -43.4% | 0.561% | |
7/6/2023 | HBW Advisory Services LLC | 19,840 | $721K | 0.2% | +7.3% | 0.236% | |
5/15/2023 | Flow Traders U.S. LLC | 56,830 | $2.12M | 0.1% | N/A | 0.693% | |
5/12/2023 | Financial Partners Group Inc | 50,412 | $1.88M | 0.4% | +1.5% | 0.615% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 55,725 | $2.07M | 0.0% | -5.5% | 0.680% | |