5/17/2024 | Montchanin Asset Management LLC | 2,275 | $415K | 0.4% | N/A | 0.052% | |
5/14/2024 | Axxcess Wealth Management LLC | 3,060 | $558K | 0.0% | +2.0% | 0.070% | |
5/9/2024 | Leo Wealth LLC | 1,950 | $358K | 0.0% | -4.1% | 0.045% | |
5/9/2024 | Koshinski Asset Management Inc. | 10,885 | $1.99M | 0.2% | -23.3% | 0.250% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 1,893 | $345K | 0.0% | -11.5% | 0.043% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 2,875 | $524K | 0.3% | +16.8% | 0.066% | |
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5/1/2024 | Concourse Financial Group Securities Inc. | 505 | $92K | 0.0% | -17.3% | 0.012% | |
4/30/2024 | Private Advisor Group LLC | 38,204 | $6.97M | 0.1% | +59.4% | 0.876% | |
4/30/2024 | Geneva Partners LLC | 7,708 | $1.41M | 0.6% | +9.4% | 0.177% | |
4/30/2024 | Commonwealth Equity Services LLC | 5,160 | $941K | 0.0% | -36.0% | 0.118% | |
4/26/2024 | SFG Wealth Management LLC. | 12,326 | $2.25M | 1.3% | +1.1% | 0.283% | |
4/24/2024 | Win Advisors Inc. | 66,153 | $12.07M | 5.3% | N/A | 1.517% | |
4/24/2024 | Fulcrum Equity Management | 6,622 | $1.21M | 1.4% | -8.0% | 0.152% | |
4/22/2024 | Parsons Capital Management Inc. RI | 18,165 | $3.31M | 0.2% | -2.8% | 0.417% | |
4/19/2024 | PCG Wealth Advisors LLC | 1,127 | $206K | 0.1% | N/A | 0.026% | |
4/18/2024 | Chatham Capital Group Inc. | 1,150 | $210K | 0.0% | N/A | 0.026% | |
4/15/2024 | GoalVest Advisory LLC | 1,900 | $347K | 0.1% | N/A | 0.044% | |
4/11/2024 | 17 Capital Partners LLC | 1,493 | $272K | 0.2% | N/A | 0.039% | |
3/29/2024 | Adirondack Trust Co. | 380 | $68K | 0.0% | -34.5% | 0.010% | |
3/14/2024 | Leo Wealth LLC | 2,033 | $366K | 0.0% | N/A | 0.054% | |
2/29/2024 | Tortoise Investment Management LLC | 191 | $31K | 0.0% | N/A | 0.005% | |
2/26/2024 | Centaurus Financial Inc. | 3,115 | $511K | 0.0% | N/A | 0.082% | |
2/20/2024 | Able Wealth Management LLC | 252 | $41K | 0.0% | N/A | 0.007% | |
2/12/2024 | Avestar Capital LLC | 2,622 | $430K | 0.0% | -72.4% | 0.069% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 1,577 | $259K | 0.0% | +12.5% | 0.042% | |
2/12/2024 | Madden Advisory Services Inc. | 1,379 | $226K | 0.1% | N/A | 0.036% | |
2/9/2024 | Keystone Financial Group | 2,015 | $331K | 0.1% | -6.9% | 0.053% | |
2/9/2024 | Wells Fargo & Company MN | 109,454 | $17.97M | 0.0% | +11.0% | 2.888% | |
2/8/2024 | Tortoise Investment Management LLC | 191 | $34K | 0.0% | N/A | 0.005% | |
2/8/2024 | Legacy Capital Group California Inc. | 1,724 | $283K | 0.1% | N/A | 0.045% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 2,140 | $351K | 0.0% | -5.5% | 0.056% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 611 | $100K | 0.0% | -17.2% | 0.016% | |
2/6/2024 | Private Advisor Group LLC | 23,963 | $3.93M | 0.0% | +38.9% | 0.632% | |
2/6/2024 | Axxcess Wealth Management LLC | 3,000 | $492K | 0.0% | N/A | 0.079% | |
2/2/2024 | Truist Financial Corp | 2,849 | $468K | 0.0% | -3.0% | 0.075% | |
2/2/2024 | Atria Wealth Solutions Inc. | 4,111 | $675K | 0.0% | -36.4% | 0.108% | |
2/1/2024 | GAMMA Investing LLC | 2,205 | $374K | 0.1% | N/A | 0.058% | |
2/1/2024 | RWA Wealth Partners LLC | 2,124 | $349K | 0.0% | -11.9% | 0.056% | |
1/31/2024 | Geneva Partners LLC | 7,046 | $1.16M | 0.6% | +4.0% | 0.186% | |
1/31/2024 | Goodman Advisory Group LLC | 4,410 | $724K | 0.2% | -47.1% | 0.116% | |
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1/29/2024 | Joseph P. Lucia & Associates LLC | 2,461 | $404K | 0.3% | N/A | 0.065% | |
1/29/2024 | Koshinski Asset Management Inc. | 14,185 | $2.33M | 0.4% | +69.4% | 0.374% | |
1/29/2024 | Signature Estate & Investment Advisors LLC | 1,639 | $269K | 0.0% | -5.6% | 0.043% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 4,266 | $700K | 0.2% | +33.1% | 0.113% | |
1/22/2024 | Parsons Capital Management Inc. RI | 18,680 | $3.07M | 0.2% | +0.6% | 0.493% | |
1/19/2024 | SFG Wealth Management LLC. | 12,197 | $2.00M | 1.3% | +59.8% | 0.322% | |
1/19/2024 | Fulcrum Equity Management | 7,198 | $1.18M | 1.5% | N/A | 0.190% | |
1/18/2024 | Global Retirement Partners LLC | 701 | $115K | 0.0% | -47.4% | 0.018% | |
1/18/2024 | Syntegra Private Wealth Group LLC | 1,366 | $224K | 0.0% | N/A | 0.036% | |
1/17/2024 | Acorn Financial Advisory Services Inc. ADV | 1,752 | $286K | 0.1% | -12.8% | 0.046% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 4,006 | $658K | 0.0% | -22.8% | 0.106% | |
1/16/2024 | Raymond James & Associates | 1,642 | $270K | 0.0% | +6.2% | 0.043% | |
1/12/2024 | Mutual Advisors LLC | 7,248 | $1.19M | 0.0% | -8.1% | 0.191% | |
1/12/2024 | SMI Advisory Services LLC | 29,662 | $4.86M | 1.2% | N/A | 0.783% | |
1/11/2024 | Baker Tilly Wealth Management LLC | 11,964 | $1.96M | 0.3% | -1.1% | 0.316% | |
1/11/2024 | KWB Wealth | 4,897 | $804K | 0.1% | +12.9% | 0.129% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 305 | $50K | 0.0% | N/A | 0.008% | |
11/21/2023 | Tompkins Financial Corp | 500 | $68K | 0.0% | -16.7% | 0.013% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 2,774 | $379K | 0.0% | +1,800.0% | 0.073% | |
11/16/2023 | McIlrath & Eck LLC | 425 | $58K | 0.0% | -23.6% | 0.011% | |
11/14/2023 | Mutual Advisors LLC | 7,884 | $1.08M | 0.0% | -9.8% | 0.208% | |
11/13/2023 | LPL Financial LLC | 116,470 | $15.91M | 0.0% | +12.4% | 3.073% | |
11/13/2023 | Envestnet Asset Management Inc. | 24,855 | $3.40M | 0.0% | +33.1% | 0.656% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 2,264 | $309K | 0.0% | N/A | 0.060% | |
11/13/2023 | PNC Financial Services Group Inc. | 16,165 | $2.21M | 0.0% | -0.6% | 0.427% | |
11/9/2023 | UBS Group AG | 20,892 | $2.85M | 0.0% | +4.1% | 0.551% | |
11/8/2023 | Aptus Capital Advisors LLC | 194 | $26K | 0.0% | N/A | 0.005% | |
11/8/2023 | HighTower Advisors LLC | 13,365 | $1.82M | 0.0% | +3.1% | 0.353% | |
11/8/2023 | Fort Point Capital Partners LLC | 1,610 | $220K | 0.0% | -17.4% | 0.042% | |
11/8/2023 | KCM Investment Advisors LLC | 4,985 | $681K | 0.0% | -1.8% | 0.132% | |
11/8/2023 | Atria Wealth Solutions Inc. | 6,459 | $882K | 0.0% | -37.8% | 0.170% | |
11/6/2023 | Keystone Financial Group | 2,165 | $296K | 0.0% | +19.3% | 0.057% | |
11/6/2023 | Parsons Capital Management Inc. RI | 18,575 | $2.54M | 0.2% | -3.9% | 0.490% | |
11/6/2023 | Silicon Valley Capital Partners | 500 | $68K | 0.0% | N/A | 0.013% | |
11/3/2023 | Private Advisor Group LLC | 17,251 | $2.36M | 0.0% | +864.8% | 0.455% | |
10/26/2023 | Park Avenue Securities LLC | 4,900 | $669K | 0.0% | N/A | 0.129% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 738 | $101K | 0.0% | -10.7% | 0.019% | |
10/25/2023 | Geneva Partners LLC | 6,774 | $925K | 0.6% | +11.9% | 0.179% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 4,311 | $589K | 0.0% | -23.7% | 0.114% | |
10/23/2023 | Commonwealth Equity Services LLC | 8,520 | $1.16M | 0.0% | -24.8% | 0.225% | |
10/20/2023 | Avestar Capital LLC | 9,516 | $1.30M | 0.2% | N/A | 0.251% | |
10/20/2023 | Country Club Bank GFN | 18,126 | $2.47M | 0.2% | -0.5% | 0.478% | |
10/20/2023 | SFG Wealth Management LLC. | 7,633 | $1.04M | 0.8% | -31.7% | 0.201% | |
10/13/2023 | Global Retirement Partners LLC | 1,332 | $182K | 0.0% | -13.7% | 0.035% | |
10/11/2023 | Goodman Advisory Group LLC | 8,330 | $1.14M | 0.4% | +11.0% | 0.220% | |
10/11/2023 | Adviser Investments LLC | 2,412 | $329K | 0.0% | -18.5% | 0.064% | |
10/11/2023 | KWB Wealth | 4,339 | $605K | 0.1% | -5.9% | 0.114% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 3,206 | $438K | 0.2% | N/A | 0.085% | |
8/14/2023 | Fort Point Capital Partners LLC | 1,950 | $272K | 0.0% | -15.0% | 0.051% | |
8/11/2023 | Goodman Advisory Group LLC | 7,507 | $1.05M | 0.4% | +62,458.3% | 0.198% | |
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8/10/2023 | Commonwealth Equity Services LLC | 11,330 | $1.58M | 0.0% | -2.2% | 0.299% | |
8/10/2023 | Private Advisor Group LLC | 1,788 | $249K | 0.0% | N/A | 0.047% | |
8/7/2023 | Keystone Financial Group | 1,815 | $253K | 0.0% | N/A | 0.048% | |
8/7/2023 | SlateStone Wealth LLC | 2,593 | $362K | 0.1% | N/A | 0.068% | |
8/7/2023 | Madden Advisory Services Inc. | 1,513 | $211K | 0.1% | N/A | 0.040% | |
8/4/2023 | Envestnet Asset Management Inc. | 18,669 | $2.61M | 0.0% | +33.6% | 0.493% | |
8/4/2023 | Adviser Investments LLC | 2,958 | $413K | 0.0% | -12.4% | 0.078% | |
8/3/2023 | Atria Wealth Solutions Inc. | 10,379 | $1.45M | 0.0% | +118.2% | 0.274% | |
8/3/2023 | Geneva Partners LLC | 6,052 | $844K | 0.6% | +155.0% | 0.160% | |
8/3/2023 | CWM LLC | 527 | $73K | 0.0% | -21.6% | 0.014% | |