5/1/2024 | StoneX Group Inc. | 22,373 | $799K | 0.1% | N/A | 0.166% | |
5/1/2024 | Janney Montgomery Scott LLC | 71,439 | $2.55M | 0.0% | +230.6% | 0.531% | |
4/29/2024 | Commonwealth Equity Services LLC | 394,578 | $14.10M | 0.0% | +29.6% | 2.934% | |
4/24/2024 | Essex Financial Services Inc. | 12,672 | $453K | 0.0% | +72.5% | 0.103% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 578,181 | $20.66M | 0.1% | +1.1% | 4.708% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 28,513 | $1.02M | 0.0% | +1.9% | 0.232% | |
|
4/12/2024 | AdvisorNet Financial Inc | 59,160 | $2.11M | 0.2% | +37.9% | 0.482% | |
4/11/2024 | Opal Wealth Advisors LLC | 1,056,925 | $37.76M | 12.8% | N/A | 16.260% | |
2/13/2024 | Cetera Advisor Networks LLC | 425,538 | $13.42M | 0.1% | +18.8% | 6.547% | |
2/12/2024 | Stifel Financial Corp | 457,357 | $14.43M | 0.0% | +2.9% | 7.036% | |
2/9/2024 | UBS Group AG | 331,418 | $10.45M | 0.0% | +52.3% | 5.099% | |
2/8/2024 | Beacon Pointe Advisors LLC | 7,750 | $244K | 0.0% | -18.6% | 0.119% | |
2/8/2024 | Janney Montgomery Scott LLC | 21,606 | $681K | 0.0% | N/A | 0.332% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 27,969 | $882K | 0.0% | N/A | 0.430% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 420,131 | $13.25M | 0.5% | -0.9% | 6.464% | |
2/6/2024 | Essex Financial Services Inc. | 7,344 | $232K | 0.0% | N/A | 0.113% | |
2/5/2024 | Kestra Private Wealth Services LLC | 61,169 | $1.93M | 0.0% | -14.8% | 0.941% | |
2/2/2024 | Truist Financial Corp | 19,751 | $623K | 0.0% | +152.4% | 0.304% | |
1/24/2024 | Stratos Wealth Advisors LLC | 21,606 | $681K | 0.0% | -48.5% | 0.332% | |
1/19/2024 | AdvisorNet Financial Inc | 42,893 | $1.35M | 0.1% | +192.5% | 0.660% | |
1/18/2024 | WealthCare Investment Partners LLC | 44,404 | $1.40M | 0.8% | -0.8% | 0.683% | |
1/11/2024 | Baker Tilly Wealth Management LLC | 7,180 | $226K | 0.0% | N/A | 0.110% | |
1/11/2024 | Amplius Wealth Advisors LLC | 1,262,454 | $39.81M | 4.8% | -36.3% | 19.422% | |
11/13/2023 | Stifel Financial Corp | 444,597 | $13.00M | 0.0% | +109.0% | 6.840% | |
11/13/2023 | Kestra Advisory Services LLC | 349,384 | $10.21M | 0.1% | +295.2% | 5.375% | |
11/9/2023 | UBS Group AG | 217,669 | $6.36M | 0.0% | +25.7% | 3.349% | |
11/8/2023 | Avantax Advisory Services Inc. | 9,263 | $271K | 0.0% | N/A | 0.143% | |
11/8/2023 | Kestra Private Wealth Services LLC | 71,762 | $2.10M | 0.1% | +15.7% | 1.104% | |
11/7/2023 | Prosperity Financial Group Inc. | 285,231 | $8.34M | 6.9% | +36.0% | 4.388% | |
10/24/2023 | Stratos Wealth Advisors LLC | 41,945 | $1.23M | 0.1% | -74.5% | 0.645% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 30,330 | $887K | 0.0% | -2.7% | 0.467% | |
10/23/2023 | Sentinel Pension Advisors Inc. | 14,497 | $424K | 0.1% | N/A | 0.223% | |
10/23/2023 | Commonwealth Equity Services LLC | 271,312 | $7.93M | 0.0% | -6.2% | 4.174% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 423,776 | $12.39M | 0.6% | +1.0% | 6.520% | |
10/17/2023 | Amplius Wealth Advisors LLC | 1,981,099 | $57.91M | 7.8% | -7.6% | 30.478% | |
10/10/2023 | WealthCare Investment Partners LLC | 44,754 | $1.29M | 0.8% | N/A | 0.689% | |
9/12/2023 | Prosperity Financial Group Inc. | 209,745 | $6.16M | 5.4% | -0.3% | 3.227% | |
8/11/2023 | Kestra Advisory Services LLC | 88,403 | $2.60M | 0.0% | +238.6% | 1.360% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 13,419 | $394K | 0.0% | -53.9% | 0.206% | |
8/10/2023 | Commonwealth Equity Services LLC | 289,168 | $8.50M | 0.0% | +105.7% | 4.449% | |
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8/10/2023 | Cetera Advisor Networks LLC | 342,542 | $10.07M | 0.1% | +7.3% | 5.270% | |
8/10/2023 | Cetera Investment Advisers | 99,170 | $2.91M | 0.0% | -2.0% | 1.526% | |
8/8/2023 | Kestra Private Wealth Services LLC | 62,025 | $1.82M | 0.1% | -0.7% | 0.954% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 419,451 | $12.32M | 0.6% | -4.7% | 6.453% | |
8/3/2023 | AlphaStar Capital Management LLC | 14,183 | $417K | 0.0% | N/A | 0.218% | |
8/2/2023 | Synergy Asset Management LLC | 122,001 | $3.59M | 0.9% | N/A | 1.877% | |
7/26/2023 | Amplius Wealth Advisors LLC | 2,144,731 | $63.02M | 8.5% | +3.0% | 37.627% | |
7/18/2023 | Stratos Wealth Advisors LLC | 164,333 | $4.83M | 0.3% | -9.5% | 2.883% | |
7/14/2023 | AdvisorNet Financial Inc | 14,494 | $426K | 0.0% | -30.8% | 0.254% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 31,185 | $916K | 0.0% | -13.9% | 0.547% | |
5/11/2023 | U.S. Capital Wealth Advisors LLC | 440,095 | $12.22M | 0.6% | -1.4% | 8.075% | |
5/11/2023 | Commonwealth Equity Services LLC | 140,604 | $3.90M | 0.0% | +96.5% | 2.580% | |
5/10/2023 | Atria Investments Inc | 60,338 | $1.68M | 0.0% | +2.3% | 1.107% | |
4/28/2023 | AdvisorNet Financial Inc | 20,951 | $582K | 0.1% | +16.1% | 0.384% | |
4/27/2023 | Stratos Wealth Advisors LLC | 181,662 | $5.04M | 0.4% | +12.1% | 3.333% | |
4/25/2023 | Amplius Wealth Advisors LLC | 2,083,191 | $57.82M | 8.3% | +2.5% | 38.224% | |
4/12/2023 | Transcend Capital Advisors LLC | 64,508 | $1.79M | 0.2% | +8.9% | 1.253% | |
4/10/2023 | WealthCare Investment Partners LLC | 54,601 | $1.52M | 0.9% | N/A | 1.060% | |
2/8/2023 | Belpointe Asset Management LLC | 2,100 | $57K | 0.0% | N/A | 0.041% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 31,742 | $858K | 0.0% | +127.7% | 0.616% | |
2/7/2023 | Commonwealth Equity Services LLC | 71,554 | $1.93M | 0.0% | +290.5% | 1.389% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 446,520 | $12.07M | 0.6% | -0.7% | 8.670% | |
1/31/2023 | Atria Investments Inc | 58,984 | $1.59M | 0.0% | N/A | 1.145% | |
1/20/2023 | Transcend Capital Advisors LLC | 59,240 | $1.60M | 0.2% | N/A | 1.162% | |
1/19/2023 | Stratos Wealth Advisors LLC | 162,050 | $4.38M | 0.4% | -1.3% | 3.177% | |
1/19/2023 | Amplius Wealth Advisors LLC | 2,033,039 | $54.93M | 8.8% | N/A | 39.864% | |
1/13/2023 | AdvisorNet Financial Inc | 18,048 | $488K | 0.0% | -8.5% | 0.357% | |