5/14/2024 | Axxcess Wealth Management LLC | 110,282 | $2.43M | 0.1% | -12.9% | 0.365% | |
5/9/2024 | Fortis Capital Advisors LLC | 17,256 | $379K | 0.2% | -27.1% | 0.059% | |
5/9/2024 | Texas Yale Capital Corp. | 12,314 | $271K | 0.0% | -41.5% | 0.042% | |
5/8/2024 | Paladin Advisory Group LLC | 98,922 | $2.20M | 1.7% | +2.6% | 0.338% | |
5/7/2024 | Hilltop National Bank | 17,975 | $395K | 0.1% | N/A | 0.061% | |
5/4/2024 | Geneos Wealth Management Inc. | 212,079 | $4.66M | 0.2% | -4.1% | 0.724% | |
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5/3/2024 | Proficio Capital Partners LLC | 430,136 | $9.46M | 1.0% | +19.4% | 1.468% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 99,000 | $2.18M | 0.0% | -21.1% | 0.338% | |
4/30/2024 | SpiderRock Advisors LLC | 11,361 | $243K | 0.0% | N/A | 0.039% | |
4/29/2024 | Commonwealth Equity Services LLC | 413,379 | $9.09M | 0.0% | -25.6% | 1.411% | |
4/29/2024 | China Universal Asset Management Co. Ltd. | 128,000 | $2.82M | 0.4% | -7.2% | 0.437% | |
4/29/2024 | Marks Group Wealth Management Inc | 134,062 | $2.95M | 0.3% | +1.1% | 0.458% | |
4/27/2024 | Riverwater Partners LLC | 31,177 | $686K | 0.5% | -5.0% | 0.106% | |
4/26/2024 | Augustine Asset Management Inc. | 363,617 | $8.00M | 3.3% | -1.1% | 1.241% | |
4/26/2024 | Sage Rhino Capital LLC | 12,285 | $270K | 0.1% | +10.8% | 0.042% | |
4/25/2024 | Osborne Partners Capital Management LLC | 318,736 | $7.01M | 0.4% | +6.3% | 1.088% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 153,616 | $3.38M | 0.0% | -9.3% | 0.524% | |
4/23/2024 | Global Retirement Partners LLC | 105,066 | $2.31M | 0.1% | +0.4% | 0.359% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 219,372 | $4.82M | 0.0% | -2.6% | 0.749% | |
4/19/2024 | Retirement Guys Formula LLC | 115,301 | $2.54M | 1.2% | +8.2% | 0.000% | |
4/16/2024 | Capital Asset Advisory Services LLC | 110,407 | $2.54M | 0.1% | +1.3% | 0.000% | |
4/13/2024 | IMC Chicago LLC | 52,647 | $1.15M | 0.0% | N/A | 0.000% | |
4/12/2024 | Global Assets Advisory LLC | 95,435 | $2.10M | 0.0% | N/A | 0.000% | |
4/11/2024 | Moulton Wealth Management Inc. | 80,318 | $1.77M | 1.9% | +2.1% | 0.000% | |
4/5/2024 | Capital Market Strategies LLC | 13,327 | $293K | 0.2% | N/A | 0.000% | |
2/26/2024 | Virtu Financial LLC | 64,417 | $1.32M | 0.1% | +87.7% | 0.000% | |
2/16/2024 | Secured Retirement Advisors LLC | 18,522 | $378K | 0.4% | N/A | 0.000% | |
2/14/2024 | Regal Investment Advisors LLC | 68,746 | $1.41M | 0.1% | +7.3% | 0.000% | |
2/13/2024 | Cetera Advisor Networks LLC | 268,335 | $5.48M | 0.0% | +1.0% | 0.000% | |
2/13/2024 | Belpointe Asset Management LLC | 23,670 | $484K | 0.0% | N/A | 0.000% | |
2/12/2024 | Stifel Financial Corp | 418,553 | $8.55M | 0.0% | -11.3% | 0.000% | |
2/12/2024 | Fortis Capital Advisors LLC | 23,670 | $484K | 0.3% | N/A | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 169,301 | $3.46M | 0.0% | +9.3% | 0.000% | |
2/9/2024 | L.M. Kohn & Company | 15,350 | $314K | 0.1% | N/A | 0.000% | |
2/8/2024 | Foundations Investment Advisors LLC | 119,642 | $2.44M | 0.1% | -51.5% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 23,948 | $489K | 0.0% | -2.4% | 0.000% | |
2/6/2024 | Axxcess Wealth Management LLC | 126,580 | $2.59M | 0.1% | -61.4% | 0.000% | |
2/6/2024 | Aveo Capital Partners LLC | 67,797 | $1.39M | 0.2% | N/A | 0.000% | |
2/5/2024 | Sage Rhino Capital LLC | 11,085 | $227K | 0.1% | +10.9% | 0.000% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 12,200 | $249K | 0.0% | -9.3% | 0.000% | |
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2/2/2024 | Headlands Technologies LLC | 1,717 | $35K | 0.0% | N/A | 0.000% | |
2/2/2024 | TAP Consulting LLC | 285,477 | $5.83M | 1.4% | +3.1% | 0.000% | |
2/1/2024 | Cutter & CO Brokerage Inc. | 11,955 | $244K | 0.1% | -4.8% | 0.000% | |
2/1/2024 | Marks Group Wealth Management Inc | 132,656 | $2.71M | 0.3% | -82.9% | 0.000% | |
1/31/2024 | Paladin Advisory Group LLC | 96,462 | $1.97M | 1.6% | -5.0% | 0.000% | |
1/31/2024 | Oliver Lagore Vanvalin Investment Group | 553,571 | $11.31M | 4.2% | -30.2% | 0.000% | |
1/26/2024 | Geneos Wealth Management Inc. | 221,121 | $4.52M | 0.2% | -2.7% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 161,232 | $3.29M | 0.0% | N/A | 0.000% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 125,500 | $2.57M | 0.0% | +0.8% | 0.000% | |
1/24/2024 | Stratos Wealth Advisors LLC | 114,594 | $2.34M | 0.1% | -6.3% | 0.000% | |
1/24/2024 | Augustine Asset Management Inc. | 367,656 | $7.51M | 3.3% | +1,041.4% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 161,232 | $3.29M | 0.0% | N/A | 0.000% | |
1/24/2024 | China Universal Asset Management Co. Ltd. | 138,000 | $2.82M | 0.5% | +3.8% | 0.000% | |
1/22/2024 | Osborne Partners Capital Management LLC | 299,976 | $6.13M | 0.4% | +7.3% | 0.000% | |
1/22/2024 | Retirement Guys Formula LLC | 106,546 | $2.18M | 1.2% | N/A | 0.000% | |
1/19/2024 | Flagstar Advisors Inc. | 10,868 | $222K | 0.1% | -6.6% | 0.000% | |
1/17/2024 | S.A. Mason LLC | 7,650 | $156K | 0.1% | -24.6% | 0.000% | |
1/17/2024 | Cambridge Advisors Inc. | 35,339 | $722K | 0.2% | +118.9% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 225,304 | $4.60M | 0.0% | +36.4% | 0.000% | |
1/16/2024 | Raymond James & Associates | 201,408 | $4.12M | 0.0% | +8.0% | 0.000% | |
1/12/2024 | Mutual Advisors LLC | 57,283 | $1.17M | 0.0% | -7.1% | 0.000% | |
1/11/2024 | Brookstone Capital Management | 11,369 | $232K | 0.0% | N/A | 0.000% | |
1/9/2024 | Capital Asset Advisory Services LLC | 109,025 | $2.23M | 0.1% | +0.9% | 0.000% | |
1/5/2024 | Exchange Traded Concepts LLC | 1,873,577 | $38.29M | 1.0% | N/A | 0.000% | |
1/5/2024 | Riverwater Partners LLC | 32,824 | $671K | 0.5% | -5.6% | 0.000% | |
12/5/2023 | TAP Consulting LLC | 276,950 | $5.07M | 1.3% | +46.4% | 0.000% | |
11/15/2023 | Axxcess Wealth Management LLC | 327,967 | $6.01M | 0.2% | +58.0% | 0.000% | |
11/14/2023 | Mutual Advisors LLC | 61,634 | $1.13M | 0.0% | -7.1% | 0.000% | |
11/13/2023 | Regal Investment Advisors LLC | 64,061 | $1.17M | 0.1% | +2.0% | 0.000% | |
11/13/2023 | Envestnet Asset Management Inc. | 223,643 | $4.10M | 0.0% | -19.0% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 120,965 | $2.22M | 0.0% | +11.9% | 0.000% | |
11/9/2023 | Oliver Lagore Vanvalin Investment Group | 792,808 | $14.52M | 5.7% | +24.6% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 83,876 | $1.54M | 0.0% | +5.3% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 24,549 | $449K | 0.0% | +12.7% | 0.000% | |
10/31/2023 | China Universal Asset Management Co. Ltd. | 133,000 | $2.44M | 0.7% | N/A | 0.000% | |
10/30/2023 | Marks Group Wealth Management Inc | 774,219 | $14.18M | 1.8% | -6.4% | 0.000% | |
10/26/2023 | Osborne Partners Capital Management LLC | 279,666 | $5.12M | 0.4% | +1.9% | 0.000% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 124,500 | $2.28M | 0.0% | -5.0% | 0.000% | |
10/24/2023 | Stratos Wealth Advisors LLC | 122,285 | $2.24M | 0.1% | -1.1% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 165,133 | $3.02M | 0.0% | -12.5% | 0.000% | |
10/24/2023 | Raymond James & Associates | 186,487 | $3.42M | 0.0% | +20.8% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 154,916 | $2.84M | 0.0% | +17.5% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 467,207 | $8.56M | 0.0% | -26.0% | 0.000% | |
10/18/2023 | Capital Asset Advisory Services LLC | 108,094 | $2.01M | 0.1% | +1.1% | 0.000% | |
10/18/2023 | Cambridge Advisors Inc. | 16,142 | $296K | 0.1% | +27.8% | 0.000% | |
10/18/2023 | Riverwater Partners LLC | 34,782 | $637K | 0.6% | -2.1% | 0.000% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 2,100 | $38K | 0.0% | +250.0% | 0.000% | |
10/17/2023 | Paladin Advisory Group LLC | 101,533 | $1.86M | 1.6% | +5.5% | 0.000% | |
10/13/2023 | Global Retirement Partners LLC | 105,096 | $1.90M | 0.1% | -1.5% | 0.000% | |
10/12/2023 | IFP Advisors Inc | 24,545 | $449K | 0.0% | -2.9% | 0.000% | |
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10/12/2023 | IMC Chicago LLC | 35,903 | $657K | 0.0% | N/A | 0.000% | |
10/11/2023 | Geneos Wealth Management Inc. | 227,211 | $4.16M | 0.2% | -2.0% | 0.000% | |
10/11/2023 | Moulton Wealth Management Inc. | 79,060 | $1.47M | 2.2% | -23.4% | 0.000% | |
10/11/2023 | AE Wealth Management LLC | 806,855 | $14.77M | 0.1% | +11.1% | 0.000% | |
10/5/2023 | Foundations Investment Advisors LLC | 246,730 | $4.52M | 0.1% | -24.2% | 0.000% | |