5/7/2024 | NTV Asset Management LLC | 52,450 | $912K | 0.1% | -4.9% | 0.147% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 23,075 | $401K | 0.2% | -2.7% | 0.065% | |
5/2/2024 | Curran Financial Partners LLC | 262,751 | $4.57M | 1.6% | +3.3% | 0.735% | |
5/1/2024 | Janney Montgomery Scott LLC | 204,226 | $3.55M | 0.0% | -18.5% | 0.572% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 114,000 | $1.98M | 0.0% | -13.6% | 0.319% | |
4/30/2024 | Perigon Wealth Management LLC | 12,310 | $214K | 0.0% | -20.7% | 0.034% | |
|
4/29/2024 | Commonwealth Equity Services LLC | 201,008 | $3.50M | 0.0% | +5.6% | 0.562% | |
4/25/2024 | Triumph Capital Management | 63,023 | $1.09M | 0.4% | -1.9% | 0.176% | |
4/24/2024 | Arlington Capital Management Inc. | 32,593 | $567K | 0.5% | N/A | 0.091% | |
4/24/2024 | Simplicity Wealth LLC | 10,060 | $175K | 0.0% | -17.3% | 0.028% | |
4/23/2024 | Wealth Advisory Solutions LLC | 10,000 | $174K | 0.0% | N/A | 0.028% | |
4/22/2024 | PFG Investments LLC | 12,965 | $225K | 0.0% | N/A | 0.036% | |
4/11/2024 | RFG Advisory LLC | 57,796 | $1.01M | 0.0% | +1.7% | 0.159% | |
4/10/2024 | EWG Elevate Inc. | 87,612 | $1.52M | 0.6% | -46.0% | 0.241% | |
3/5/2024 | Slagle Financial LLC | 30,158 | $518K | 0.1% | +101.7% | 0.083% | |
3/1/2024 | Pineridge Advisors LLC | 6,040 | $104K | 0.0% | N/A | 0.017% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 44,960 | $772K | 0.4% | +51.1% | 0.124% | |
2/13/2024 | Steward Partners Investment Solutions LLC | 21,765 | $374K | 0.2% | N/A | 0.060% | |
2/9/2024 | Founders Financial Alliance LLC | 10,373 | $178K | 0.1% | -66.0% | 0.029% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 83,004 | $1.43M | 0.0% | +4.1% | 0.229% | |
2/9/2024 | Wells Fargo & Company MN | 582,605 | $10.01M | 0.0% | +2.5% | 1.606% | |
2/9/2024 | FUKOKU MUTUAL LIFE INSURANCE Co | 1,475,000 | $25.34M | 2.1% | +40.5% | 4.066% | |
2/8/2024 | Foundations Investment Advisors LLC | 21,408 | $366K | 0.0% | -30.1% | 0.059% | |
2/7/2024 | Avantax Advisory Services Inc. | 36,565 | $628K | 0.0% | +26.3% | 0.101% | |
2/7/2024 | JFS Wealth Advisors LLC | 2,913 | $50K | 0.0% | N/A | 0.008% | |
2/6/2024 | Private Advisor Group LLC | 21,163 | $364K | 0.0% | +64.3% | 0.058% | |
2/6/2024 | National Bank of Canada FI | 4,087 | $71K | 0.0% | -29.4% | 0.011% | |
2/5/2024 | Triumph Capital Management | 64,268 | $1.11M | 0.5% | -30.7% | 0.177% | |
2/5/2024 | Kestra Private Wealth Services LLC | 10,388 | $178K | 0.0% | -17.9% | 0.029% | |
2/2/2024 | Truist Financial Corp | 25,443 | $437K | 0.0% | +38.8% | 0.070% | |
2/1/2024 | 1900 Wealth Management LLC | 10,569 | $182K | 0.0% | -29.9% | 0.029% | |
1/31/2024 | J.W. Cole Advisors Inc. | 12,403 | $213K | 0.0% | N/A | 0.034% | |
1/31/2024 | Curran Financial Partners LLC | 254,305 | $4.34M | 1.7% | +8.1% | 0.701% | |
1/29/2024 | Simplicity Wealth LLC | 12,160 | $209K | 0.1% | +13.4% | 0.034% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 23,720 | $408K | 0.3% | -9.6% | 0.065% | |
1/26/2024 | Eagle Strategies LLC | 19,392 | $333K | 0.1% | +14.7% | 0.053% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 88,424 | $1.52M | 0.3% | +12.0% | 0.244% | |
1/25/2024 | RFG Advisory LLC | 56,853 | $977K | 0.0% | N/A | 0.157% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 132,000 | $2.27M | 0.0% | +3.1% | 0.364% | |
1/24/2024 | Stratos Wealth Partners LTD. | 74,742 | $1.28M | 0.0% | N/A | 0.206% | |
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1/19/2024 | Cornerstone Management Inc. | 13,625 | $234K | 0.1% | N/A | 0.038% | |
1/19/2024 | Teamwork Financial Advisors LLC | 19,493 | $335K | 0.1% | -6.1% | 0.054% | |
1/18/2024 | Global Retirement Partners LLC | 29,006 | $493K | 0.0% | +2.3% | 0.080% | |
1/18/2024 | Good Life Advisors LLC | 16,031 | $275K | 0.0% | +21.6% | 0.044% | |
1/17/2024 | Kingdom Financial Group LLC. | 10,251 | $176K | 0.2% | -10.7% | 0.028% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 27,442 | $471K | 0.0% | -16.0% | 0.076% | |
1/16/2024 | Raymond James & Associates | 140,600 | $2.42M | 0.0% | -15.4% | 0.388% | |
1/11/2024 | Patten Group Inc. | 20,385 | $350K | 0.1% | -29.2% | 0.056% | |
1/9/2024 | EWG Elevate Inc. | 162,199 | $2.79M | 1.2% | -5.1% | 0.447% | |
1/8/2024 | B.O.S.S. Retirement Advisors LLC | 77,452 | $1.25M | 0.3% | -1.9% | 0.213% | |
12/11/2023 | Sunbelt Securities Inc. | 7,938 | $129K | 0.0% | +64.9% | 0.022% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 16,108 | $261K | 0.0% | N/A | 0.044% | |
11/15/2023 | Scotia Capital Inc. | 38,320 | $621K | 0.0% | +2.2% | 0.106% | |
11/13/2023 | LPL Financial LLC | 955,535 | $15.48M | 0.0% | +0.5% | 2.634% | |
11/9/2023 | Curran Financial Partners LLC | 235,242 | $3.81M | 1.7% | +6.5% | 0.648% | |
11/9/2023 | Valley Wealth Managers Inc. | 38,773 | $628K | 0.1% | N/A | 0.107% | |
11/9/2023 | FUKOKU MUTUAL LIFE INSURANCE Co | 1,050,000 | $17.01M | 1.6% | +142.5% | 2.894% | |
11/8/2023 | D.A. Davidson & CO. | 16,900 | $274K | 0.0% | -6.9% | 0.047% | |
11/8/2023 | Janney Montgomery Scott LLC | 250,680 | $4.06M | 0.0% | +8.2% | 0.691% | |
11/8/2023 | Eagle Strategies LLC | 16,902 | $274K | 0.1% | +15.0% | 0.047% | |
11/8/2023 | Avantax Advisory Services Inc. | 28,941 | $469K | 0.0% | +32.6% | 0.080% | |
11/8/2023 | Kestra Private Wealth Services LLC | 12,650 | $205K | 0.0% | -10.5% | 0.035% | |
11/6/2023 | Sigma Planning Corp | 12,141 | $197K | 0.0% | +6.5% | 0.033% | |
11/6/2023 | NTV Asset Management LLC | 54,850 | $888K | 0.2% | -6.0% | 0.151% | |
11/3/2023 | Private Advisor Group LLC | 12,881 | $209K | 0.0% | -16.8% | 0.036% | |
11/1/2023 | Wealthfront Advisers LLC | 206,412 | $3.34M | 0.0% | +6.7% | 0.569% | |
10/31/2023 | Triumph Capital Management | 92,753 | $1.50M | 0.7% | +20.2% | 0.256% | |
10/31/2023 | Teamwork Financial Advisors LLC | 20,769 | $336K | 0.1% | +5.7% | 0.057% | |
10/30/2023 | Arete Wealth Advisors LLC | 31,948 | $517K | 0.1% | -31.6% | 0.088% | |
10/30/2023 | Joseph P. Lucia & Associates LLC | 26,225 | $425K | 0.2% | -2.4% | 0.072% | |
10/26/2023 | ARS Wealth Advisors Group LLC | 16,495 | $267K | 0.0% | N/A | 0.045% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 128,000 | $2.07M | 0.0% | +4.9% | 0.353% | |
10/25/2023 | BluePath Capital Management LLC | 2,734 | $44K | 0.0% | N/A | 0.008% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 32,674 | $529K | 0.0% | -10.9% | 0.090% | |
10/24/2023 | Raymond James & Associates | 166,220 | $2.69M | 0.0% | -8.2% | 0.458% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 79,715 | $1.29M | 0.0% | -10.5% | 0.220% | |
10/23/2023 | Commonwealth Equity Services LLC | 196,548 | $3.18M | 0.0% | -17.2% | 0.542% | |
10/19/2023 | Simplicity Wealth LLC | 10,721 | $174K | 0.1% | N/A | 0.030% | |
10/17/2023 | B.O.S.S. Retirement Advisors LLC | 78,977 | $1.28M | 0.3% | +10.8% | 0.218% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 2,500 | $40K | 0.0% | N/A | 0.007% | |
10/17/2023 | 1900 Wealth Management LLC | 15,082 | $244K | 0.0% | -10.2% | 0.042% | |
10/16/2023 | Kingdom Financial Group LLC. | 11,484 | $186K | 0.2% | N/A | 0.032% | |
10/12/2023 | Patten Group Inc. | 28,805 | $466K | 0.1% | -12.5% | 0.079% | |
10/11/2023 | AE Wealth Management LLC | 1,594,243 | $25.82M | 0.2% | +3.0% | 4.394% | |
10/5/2023 | LifePro Asset Management | 10,933 | $177K | 0.1% | -5.9% | 0.030% | |
10/5/2023 | Foundations Investment Advisors LLC | 30,647 | $496K | 0.0% | +13.3% | 0.084% | |
9/12/2023 | Farther Finance Advisors LLC | 3,289 | $55K | 0.0% | +32,790.0% | 0.009% | |
8/15/2023 | Prevail Innovative Wealth Advisors LLC | 17,295 | $289K | 0.2% | N/A | 0.048% | |
8/14/2023 | Slagle Financial LLC | 15,216 | $254K | 0.2% | N/A | 0.042% | |
8/11/2023 | D.A. Davidson & CO. | 18,150 | $303K | 0.0% | -77.1% | 0.050% | |
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8/10/2023 | Commonwealth Equity Services LLC | 237,359 | $3.96M | 0.0% | -2.4% | 0.654% | |
8/10/2023 | Mirae Asset Global Investments Co. Ltd. | 122,000 | $2.04M | 0.0% | -32.2% | 0.336% | |
8/10/2023 | Private Advisor Group LLC | 15,480 | $259K | 0.0% | +25.8% | 0.043% | |
8/10/2023 | Cetera Advisor Networks LLC | 52,597 | $878K | 0.0% | +8.3% | 0.145% | |
8/8/2023 | Kestra Private Wealth Services LLC | 14,140 | $236K | 0.0% | +6.7% | 0.039% | |
8/4/2023 | Envestnet Asset Management Inc. | 97,584 | $1.63M | 0.0% | -71.1% | 0.269% | |
8/4/2023 | Apollon Wealth Management LLC | 11,691 | $195K | 0.0% | -10.0% | 0.032% | |
8/3/2023 | Atria Wealth Solutions Inc. | 14,275 | $238K | 0.0% | -50.6% | 0.039% | |
8/3/2023 | Triumph Capital Management | 77,154 | $1.29M | 0.6% | -1.7% | 0.213% | |
8/3/2023 | CWM LLC | 20,167 | $337K | 0.0% | +6.6% | 0.056% | |