5/15/2024 | LRI Investments LLC | 5,434 | $402K | 0.1% | N/A | 0.132% | |
5/9/2024 | Koshinski Asset Management Inc. | 3,970 | $300K | 0.0% | -14.6% | 0.096% | |
4/29/2024 | Commonwealth Equity Services LLC | 60,992 | $4.61M | 0.0% | +24.7% | 1.605% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 69,048 | $5.22M | 0.0% | +14.7% | 1.817% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 240,291 | $18.17M | 0.0% | +0.2% | 6.323% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 12,280 | $928K | 0.1% | +26.7% | 0.323% | |
|
4/19/2024 | Kovack Advisors Inc. | 50,461 | $3.82M | 0.5% | +0.5% | 1.328% | |
4/12/2024 | Carlson Capital Management | 7,620 | $576K | 0.0% | -90.3% | 0.339% | |
4/8/2024 | RVW Wealth LLC | 27,021 | $2.04M | 0.2% | -1.0% | 1.201% | |
3/8/2024 | ICA Group Wealth Management LLC | 542 | $37K | 0.0% | N/A | 0.024% | |
2/13/2024 | Belpointe Asset Management LLC | 3,303 | $226K | 0.0% | N/A | 0.147% | |
2/12/2024 | Private Wealth Strategies L.L.C. | 181,242 | $12.42M | 2.8% | +0.5% | 8.055% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 60,202 | $4.13M | 0.0% | +1.5% | 2.676% | |
2/9/2024 | Corient Private Wealth LLC | 45,163 | $3.10M | 0.0% | -3.5% | 2.007% | |
2/6/2024 | Avalon Trust Co | 2,048 | $140K | 0.0% | N/A | 0.091% | |
2/6/2024 | Coulter & Justus Financial Services LLC | 3,717 | $255K | 0.2% | N/A | 0.165% | |
2/2/2024 | Kovack Advisors Inc. | 50,229 | $3.44M | 0.4% | +78.5% | 2.232% | |
2/1/2024 | Prism Advisors Inc. | 4,222 | $289K | 0.1% | N/A | 0.188% | |
2/1/2024 | CWM LLC | 103,973 | $7.13M | 0.0% | -4.3% | 4.621% | |
1/29/2024 | Koshinski Asset Management Inc. | 4,650 | $319K | 0.0% | N/A | 0.207% | |
1/24/2024 | Stratos Wealth Partners LTD. | 14,568 | $998K | 0.0% | -9.5% | 0.647% | |
1/24/2024 | Private Trust Co. NA | 1,233 | $84K | 0.0% | -40.1% | 0.055% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 3,089 | $212K | 0.0% | N/A | 0.137% | |
1/18/2024 | Good Life Advisors LLC | 6,780 | $465K | 0.0% | +101.1% | 0.301% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 239,791 | $16.43M | 0.0% | -3.7% | 10.657% | |
1/16/2024 | Raymond James & Associates | 25,208 | $1.73M | 0.0% | +18.4% | 1.120% | |
1/16/2024 | Carlson Capital Management | 78,454 | $5.38M | 0.3% | +3.7% | 3.487% | |
1/9/2024 | DB Wealth Management Group LLC | 358 | $25K | 0.0% | N/A | 0.016% | |
11/21/2023 | Carlson Capital Management | 75,632 | $4.67M | 0.3% | -0.9% | 3.361% | |
11/13/2023 | Stifel Financial Corp | 53,991 | $3.34M | 0.0% | +1.4% | 2.400% | |
11/13/2023 | LPL Financial LLC | 276,410 | $17.07M | 0.0% | +32.2% | 12.285% | |
11/13/2023 | Kestra Advisory Services LLC | 18,535 | $1.15M | 0.0% | N/A | 0.824% | |
11/7/2023 | Avant Capital LLC | 3,676 | $227K | 0.3% | N/A | 0.163% | |
11/3/2023 | Private Advisor Group LLC | 39,859 | $2.46M | 0.0% | N/A | 1.772% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 248,948 | $15.38M | 0.0% | -2.0% | 11.064% | |
10/24/2023 | Raymond James & Associates | 21,293 | $1.32M | 0.0% | N/A | 0.946% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 59,315 | $3.66M | 0.0% | +317.8% | 2.636% | |
10/23/2023 | Commonwealth Equity Services LLC | 26,963 | $1.67M | 0.0% | +9.7% | 1.198% | |
10/18/2023 | Private Trust Co. NA | 2,060 | $127K | 0.0% | +20.3% | 0.092% | |
10/11/2023 | CWM LLC | 108,687 | $6.71M | 0.0% | -2.5% | 4.831% | |
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10/10/2023 | Private Wealth Strategies L.L.C. | 180,387 | $11.14M | 2.7% | +0.4% | 8.017% | |
8/11/2023 | Smith Moore & CO. | 3,198 | $200K | 0.0% | N/A | 0.142% | |
8/10/2023 | Commonwealth Equity Services LLC | 24,582 | $1.54M | 0.0% | +25.1% | 1.093% | |
8/10/2023 | Cambria Investment Management L.P. | 4,082 | $255K | 0.0% | +19.2% | 0.181% | |
8/10/2023 | Cetera Advisor Networks LLC | 20,503 | $1.28M | 0.0% | +115.5% | 0.911% | |
8/10/2023 | Cetera Investment Advisers | 5,747 | $360K | 0.0% | -12.1% | 0.255% | |
8/3/2023 | CWM LLC | 111,448 | $6.97M | 0.0% | -1.0% | 4.953% | |
7/31/2023 | LPL Financial LLC | 209,058 | $13.08M | 0.0% | -25.5% | 8.568% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 254,052 | $15.89M | 0.0% | -0.3% | 10.412% | |
7/24/2023 | Carlson Capital Management | 76,314 | $4.77M | 0.3% | +6.8% | 3.128% | |
7/18/2023 | Stratos Wealth Partners LTD. | 15,952 | $998K | 0.0% | +29.9% | 0.654% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 14,196 | $888K | 0.0% | -31.8% | 0.582% | |
5/11/2023 | Tacita Capital Inc | 715 | $42K | 0.0% | -26.3% | 0.029% | |
5/11/2023 | Cambria Investment Management L.P. | 3,424 | $201K | 0.0% | -6.6% | 0.140% | |
5/10/2023 | LPL Financial LLC | 280,445 | $16.45M | 0.0% | +104.7% | 11.494% | |
5/8/2023 | Private Wealth Strategies L.L.C. | 177,058 | $10.38M | 2.6% | +1.4% | 7.256% | |
5/5/2023 | Valtinson Bruner Financial Planning LLC | 3,811 | $223K | 0.1% | -8.0% | 0.156% | |
5/1/2023 | CWM LLC | 112,532 | $6.60M | 0.0% | -2.1% | 4.612% | |
4/27/2023 | Stratos Wealth Partners LTD. | 12,281 | $720K | 0.0% | -20.1% | 0.503% | |
4/25/2023 | Ridgewood Investments LLC | 1,274 | $75K | 0.0% | N/A | 0.052% | |
4/17/2023 | Carlson Capital Management | 71,448 | $4.19M | 0.3% | +97.0% | 3.262% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 254,753 | $14.94M | 0.0% | -1.5% | 11.633% | |
4/12/2023 | WJ Wealth Management LLC | 127,723 | $7.49M | 5.1% | N/A | 5.832% | |
3/6/2023 | Rockefeller Capital Management L.P. | 21,799 | $1.24M | 0.0% | -8.7% | 1.023% | |
2/14/2023 | Private Wealth Strategies L.L.C. | 174,586 | $9.95M | 2.8% | +2.8% | 8.197% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 258,674 | $14.75M | 0.0% | -8.3% | 12.144% | |
2/8/2023 | Belpointe Asset Management LLC | 904 | $52K | 0.0% | N/A | 0.042% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 7,024 | $401K | 0.0% | +18.6% | 0.330% | |
2/7/2023 | Commonwealth Equity Services LLC | 18,469 | $1.05M | 0.0% | +5.4% | 0.867% | |
2/7/2023 | LPL Financial LLC | 137,033 | $7.81M | 0.0% | +59.2% | 6.433% | |
2/3/2023 | Carlson Capital Management | 36,260 | $2.07M | 0.1% | -60.4% | 1.702% | |
2/1/2023 | CWM LLC | 114,987 | $6.56M | 0.0% | -1.5% | 5.398% | |
1/19/2023 | Valtinson Bruner Financial Planning LLC | 4,142 | $249K | 0.1% | N/A | 0.202% | |
1/18/2023 | Private Trust Co. NA | 1,683 | $96K | 0.0% | N/A | 0.082% | |
1/13/2023 | Dynamic Advisor Solutions LLC | 4,112 | $234K | 0.0% | -28.4% | 0.201% | |
1/13/2023 | RVW Wealth LLC | 27,297 | $1.56M | 0.2% | -0.9% | 1.332% | |
11/16/2022 | Carlson Capital Management | 91,529 | $4.67M | 0.4% | +210.0% | 4.487% | |
11/2/2022 | Rockefeller Capital Management L.P. | 23,886 | $1.22M | 0.0% | -19.4% | 1.194% | |
10/27/2022 | CWM LLC | 116,704 | $5.96M | 0.0% | -3.2% | 5.835% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 282,091 | $14.40M | 0.0% | +1.5% | 14.105% | |
10/24/2022 | Stratos Wealth Partners LTD. | 16,517 | $843K | 0.0% | -13.5% | 0.826% | |
10/21/2022 | Great Valley Advisor Group Inc. | 14,971 | $764K | 0.0% | N/A | 0.749% | |
10/18/2022 | Private Wealth Strategies L.L.C. | 169,790 | $8.67M | 2.5% | +0.7% | 8.575% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 5,921 | $302K | 0.0% | +7.7% | 0.299% | |
8/16/2022 | M Holdings Securities Inc. | 5,434 | $288K | 0.0% | N/A | 0.276% | |
8/15/2022 | Tacita Capital Inc | 970 | $51K | 0.0% | N/A | 0.049% | |
8/13/2022 | Wharton Business Group LLC | 6,710 | $356K | 0.0% | N/A | 0.341% | |
8/13/2022 | Flow Traders U.S. LLC | 11,994 | $636K | 0.0% | N/A | 0.609% | |
8/11/2022 | Cetera Investment Advisers | 5,209 | $276K | 0.0% | N/A | 0.264% | |
8/11/2022 | Cetera Advisor Networks LLC | 12,566 | $666K | 0.0% | N/A | 0.638% | |
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8/9/2022 | Balasa Dinverno & Foltz LLC | 52,121 | $2.76M | 0.2% | N/A | 2.646% | |
8/3/2022 | Accel Wealth Management | 920 | $50K | 0.0% | N/A | 0.047% | |
7/29/2022 | Patriot Financial Group Insurance Agency LLC | 3,243 | $172K | 0.0% | N/A | 0.165% | |
7/28/2022 | CWM LLC | 120,522 | $6.39M | 0.0% | N/A | 6.118% | |
7/27/2022 | Cambria Investment Management L.P. | 3,811 | $202K | 0.0% | N/A | 0.193% | |
7/27/2022 | Dynamic Advisor Solutions LLC | 5,807 | $308K | 0.0% | N/A | 0.295% | |
7/26/2022 | Private Wealth Strategies L.L.C. | 168,580 | $8.94M | 2.5% | N/A | 8.645% | |
7/22/2022 | Stratos Wealth Partners LTD. | 19,085 | $1.01M | 0.0% | N/A | 0.979% | |
7/22/2022 | Geneos Wealth Management Inc. | 800 | $43K | 0.0% | N/A | 0.041% | |
7/19/2022 | Commonwealth Equity Services LLC | 17,344 | $919K | 0.0% | N/A | 0.889% | |