7/31/2023 | LPL Financial LLC | 9,167 | $411K | 0.0% | -36.4% | 2.351% | |
7/25/2023 | Richard W. Paul & Associates LLC | 8,715 | $390K | 0.2% | -27.3% | 2.126% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 14,501 | $650K | 0.0% | -3.3% | 3.537% | |
7/10/2023 | AE Wealth Management LLC | 45,988 | $2.06M | 0.0% | -10.7% | 11.217% | |
4/24/2023 | Richard W. Paul & Associates LLC | 11,991 | $538K | 0.2% | -3.7% | 2.925% | |
4/14/2023 | AE Wealth Management LLC | 51,501 | $2.31M | 0.0% | -14.8% | 12.561% | |
|
4/13/2023 | Accurate Wealth Management LLC | 6,631 | $299K | 0.1% | +4,670.5% | 1.617% | |
4/13/2023 | Burt Wealth Advisors | 4,861 | $218K | 0.1% | -62.1% | 1.186% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 20,441 | $910K | 0.0% | -7.9% | 4.542% | |
2/7/2023 | Richard W. Paul & Associates LLC | 12,456 | $554K | 0.3% | N/A | 2.768% | |
2/7/2023 | LPL Financial LLC | 14,920 | $664K | 0.0% | -30.6% | 3.316% | |
1/31/2023 | AE Wealth Management LLC | 60,420 | $2.69M | 0.0% | -2.7% | 13.427% | |
1/27/2023 | Beacon Capital Management LLC | 565 | $25K | 0.0% | -37.3% | 0.126% | |
1/18/2023 | Retirement Financial Solutions LLC | 614 | $27K | 0.0% | N/A | 0.125% | |
1/17/2023 | Burt Wealth Advisors | 12,836 | $571K | 0.2% | -6.7% | 2.620% | |
11/10/2022 | Envestnet Asset Management Inc. | 173,249 | $7.75M | 0.0% | -52.5% | 19.687% | |
11/3/2022 | Global Retirement Partners LLC | 4,659 | $207K | 0.0% | +30.3% | 0.529% | |
10/25/2022 | Janney Montgomery Scott LLC | 14,473 | $648K | 0.0% | -54.7% | 1.556% | |
10/25/2022 | Raymond James & Associates | 124,395 | $5.57M | 0.0% | -54.1% | 13.376% | |
10/25/2022 | AE Wealth Management LLC | 62,100 | $2.78M | 0.0% | -9.7% | 6.677% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 22,186 | $993K | 0.0% | -2.7% | 2.219% | |
10/14/2022 | Private Advisor Group LLC | 17,739 | $793K | 0.0% | -51.0% | 1.774% | |
10/11/2022 | Burt Wealth Advisors | 13,754 | $615K | 0.2% | +58.3% | 1.375% | |
8/3/2022 | Envestnet Asset Management Inc. | 365,008 | $16.65M | 0.0% | -4.5% | 25.525% | |
8/3/2022 | Janney Montgomery Scott LLC | 31,924 | $1.46M | 0.0% | -27.6% | 1.735% | |
8/3/2022 | AE Wealth Management LLC | 68,757 | $3.14M | 0.0% | -11.8% | 3.737% | |
7/29/2022 | Burt Wealth Advisors | 8,691 | $396K | 0.1% | +42.2% | 0.472% | |
7/27/2022 | J.W. Cole Advisors Inc. | 4,586 | $209K | 0.0% | -73.7% | 0.249% | |
7/22/2022 | Spire Wealth Management | 22,606 | $1.03M | 0.0% | N/A | 1.229% | |
7/18/2022 | Brinker Capital Investments LLC | 6,911 | $315K | 0.0% | -3.9% | 0.376% | |
7/14/2022 | Orion Portfolio Solutions LLC | 6,672 | $304K | 0.0% | -4.0% | 0.363% | |
7/13/2022 | Private Advisor Group LLC | 36,214 | $1.65M | 0.0% | -11.6% | 1.968% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 22,799 | $1.04M | 0.0% | -4.0% | 1.239% | |
7/11/2022 | Gradient Investments LLC | 2,747 | $125K | 0.0% | +9.6% | 0.149% | |
6/10/2022 | J.W. Cole Advisors Inc. | 17,415 | $817K | 0.1% | -2.6% | 0.854% | |
5/12/2022 | Raleigh Capital Management Inc. | 631 | $30K | 0.0% | N/A | 0.031% | |
5/12/2022 | Private Advisor Group LLC | 40,967 | $1.92M | 0.0% | +18.0% | 2.008% | |
5/11/2022 | Raymond James & Associates | 369,773 | $17.34M | 0.0% | +1.5% | 18.126% | |
5/9/2022 | Concourse Financial Group Securities Inc. | 2,060 | $97K | 0.0% | -30.5% | 0.101% | |
5/4/2022 | Janney Montgomery Scott LLC | 44,095 | $2.07M | 0.0% | +3.2% | 2.162% | |
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5/4/2022 | Advisor Group Holdings Inc. | 16,040 | $700K | 0.0% | +10.4% | 0.786% | |
5/4/2022 | Envestnet Asset Management Inc. | 382,138 | $17.92M | 0.0% | +1.0% | 18.732% | |
4/27/2022 | Vestmark Advisory Solutions Inc. | 4,947 | $232K | 0.0% | N/A | 0.243% | |
4/19/2022 | Burt Wealth Advisors | 6,113 | $287K | 0.1% | -30.7% | 0.300% | |
4/18/2022 | AE Wealth Management LLC | 77,963 | $3.66M | 0.0% | -8.5% | 3.822% | |
4/12/2022 | Brookstone Capital Management | 5,148 | $241K | 0.0% | +18.6% | 0.252% | |
4/11/2022 | Atlas Private Wealth Advisors | 6,855 | $331K | 0.2% | N/A | 0.336% | |
2/14/2022 | Stringer Asset Management LLC | 21,279 | $2.35M | 2.6% | -72.1% | 1.043% | |
2/14/2022 | Hilltop Holdings Inc. | 31,069 | $1.50M | 0.2% | +111.4% | 1.523% | |
2/10/2022 | Private Advisor Group LLC | 34,719 | $1.68M | 0.0% | -47.5% | 1.702% | |
2/8/2022 | Brinker Capital Investments LLC | 7,190 | $348K | 0.0% | N/A | 0.352% | |
2/8/2022 | Raymond James & Associates | 364,400 | $17.62M | 0.0% | -0.5% | 17.863% | |
2/4/2022 | Envestnet Asset Management Inc. | 378,334 | $18.29M | 0.0% | +22.4% | 18.546% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 22,804 | $1.10M | 0.0% | +3.1% | 1.118% | |
2/3/2022 | Advisor Group Holdings Inc. | 14,523 | $703K | 0.0% | -7.2% | 0.712% | |
1/27/2022 | Janney Montgomery Scott LLC | 42,743 | $2.07M | 0.0% | -0.6% | 2.095% | |
1/25/2022 | J.W. Cole Advisors Inc. | 17,874 | $864K | 0.1% | N/A | 0.876% | |
1/20/2022 | AE Wealth Management LLC | 85,208 | $4.12M | 0.0% | -3.1% | 4.177% | |
1/13/2022 | Burt Wealth Advisors | 8,825 | $427K | 0.1% | +24.6% | 0.433% | |
11/16/2021 | LPL Financial LLC | 26,217 | $1.28M | 0.0% | +13.9% | 1.285% | |
11/15/2021 | Royal Bank of Canada | 138,996 | $6.79M | 0.0% | +5.7% | 6.814% | |
11/5/2021 | Advisor Group Holdings Inc. | 15,658 | $764K | 0.0% | +13.5% | 0.728% | |
11/2/2021 | Raymond James & Associates | 366,415 | $17.90M | 0.0% | +15.9% | 17.043% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 22,128 | $1.08M | 0.0% | +6.9% | 1.029% | |
11/1/2021 | U.S. Capital Wealth Advisors LLC | 9,271 | $453K | 0.0% | N/A | 0.431% | |
11/1/2021 | AE Wealth Management LLC | 87,974 | $4.30M | 0.0% | -1.2% | 4.092% | |
10/29/2021 | Janney Montgomery Scott LLC | 42,990 | $2.10M | 0.0% | +2.1% | 2.000% | |
10/26/2021 | Atlas Private Wealth Advisors | 12,855 | $628K | 0.3% | -4.5% | 0.598% | |
10/14/2021 | Private Advisor Group LLC | 66,162 | $3.23M | 0.0% | +167.0% | 3.084% | |
10/6/2021 | Burt Wealth Advisors | 7,085 | $346K | 0.1% | +6.5% | 0.330% | |
10/6/2021 | IFP Advisors Inc | 11,398 | $556K | 0.0% | +7.6% | 0.531% | |
8/16/2021 | Royal Bank of Canada | 131,442 | $6.42M | 0.0% | +33.7% | 6.128% | |
8/13/2021 | OLD Mission Capital LLC | 7,833 | $382K | 0.0% | N/A | 0.365% | |
8/13/2021 | LPL Financial LLC | 23,027 | $1.12M | 0.0% | -3.2% | 1.074% | |
8/12/2021 | Private Advisor Group LLC | 24,783 | $1.21M | 0.0% | +26.3% | 1.155% | |
8/12/2021 | Strategic Blueprint LLC | 1,000 | $49K | 0.0% | N/A | 0.047% | |
8/10/2021 | Cambridge Investment Research Advisors Inc. | 20,694 | $1.01M | 0.0% | -7.6% | 0.965% | |
8/6/2021 | J.W. Cole Advisors Inc. | 25,389 | $1.24M | 0.1% | +3.3% | 1.184% | |
8/4/2021 | Envestnet Asset Management Inc. | 249,627 | $12.19M | 0.0% | +4.1% | 11.638% | |
8/4/2021 | Lake Point Wealth Management | 6,056 | $296K | 0.1% | N/A | 0.282% | |
8/2/2021 | Advisor Group Holdings Inc. | 13,800 | $673K | 0.0% | +7.7% | 0.643% | |
8/2/2021 | Atlas Private Wealth Advisors | 13,463 | $657K | 0.4% | -1.9% | 0.628% | |
7/31/2021 | IFP Advisors Inc | 10,590 | $517K | 0.0% | +396.5% | 0.494% | |
7/17/2021 | Brookstone Capital Management | 4,546 | $222K | 0.0% | N/A | 0.212% | |
7/13/2021 | Sound Income Strategies LLC | 909 | $44K | 0.0% | N/A | 0.046% | |
5/18/2021 | Jane Street Group LLC | 15,798 | $769K | 0.0% | +41.7% | 0.730% | |
5/17/2021 | Royal Bank of Canada | 98,292 | $4.79M | 0.0% | N/A | 4.540% | |
5/13/2021 | Proequities Inc. | 2,758 | $134K | 0.0% | N/A | 0.127% | |
5/7/2021 | Cambridge Investment Research Advisors Inc. | 22,385 | $1.09M | 0.0% | +1.9% | 1.105% | |
5/4/2021 | Envestnet Asset Management Inc. | 239,695 | $11.67M | 0.0% | N/A | 12.852% | |
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4/30/2021 | IFP Advisors Inc | 2,133 | $103K | 0.0% | +223.2% | 0.114% | |
4/28/2021 | Atlas Private Wealth Advisors | 13,730 | $669K | 0.4% | +2.0% | 0.736% | |
4/27/2021 | Janney Montgomery Scott LLC | 33,951 | $1.65M | 0.0% | N/A | 1.820% | |
4/27/2021 | AE Wealth Management LLC | 95,295 | $4.64M | 0.0% | -5.8% | 5.110% | |
4/22/2021 | Private Advisor Group LLC | 19,629 | $956K | 0.0% | N/A | 1.052% | |
4/21/2021 | Elevated Capital Advisors LLC | 4,398 | $215K | 0.1% | -10.7% | 0.236% | |
4/14/2021 | Global Retirement Partners LLC | 3,575 | $174K | 0.0% | -13.9% | 0.196% | |
3/19/2021 | Valley Brook Capital Group | 1,000 | $49K | 0.0% | N/A | 0.054% | |
2/17/2021 | Jane Street Group LLC | 11,148 | $547K | 0.0% | -76.7% | 0.587% | |
2/12/2021 | LPL Financial LLC | 24,255 | $1.19M | 0.0% | +20.9% | 1.277% | |