5/8/2024 | Avantax Advisory Services Inc. | 8,513 | $514K | 0.0% | +135.5% | 0.121% | |
5/7/2024 | Anson Capital Inc. | 15,568 | $939K | 1.4% | +1.5% | 0.222% | |
5/7/2024 | Oppenheimer & Co. Inc. | 3,564 | $215K | 0.0% | -8.0% | 0.051% | |
5/2/2024 | USAdvisors Wealth Management LLC | 17,675 | $1.06M | 0.4% | N/A | 0.252% | |
5/2/2024 | Comprehensive Wealth Management LLC | 8,968 | $541K | 0.4% | -4.8% | 0.128% | |
5/1/2024 | Janney Montgomery Scott LLC | 83,067 | $5.01M | 0.0% | +10.3% | 1.183% | |
|
4/30/2024 | Private Advisor Group LLC | 52,780 | $3.18M | 0.0% | +13.5% | 0.752% | |
4/29/2024 | Commonwealth Equity Services LLC | 84,687 | $5.11M | 0.0% | +12.4% | 1.264% | |
4/29/2024 | Aspire Wealth Management Corp | 10,577 | $638K | 0.4% | +77.6% | 0.158% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 117,760 | $7.10M | 0.0% | +22.3% | 1.758% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 55,930 | $3.37M | 0.0% | +1.2% | 0.835% | |
4/22/2024 | Provident Wealth Management LLC | 73,447 | $4.43M | 1.7% | N/A | 1.096% | |
4/22/2024 | Marmo Financial Group LLC | 115,077 | $6.94M | 4.2% | +0.4% | 1.718% | |
4/19/2024 | Accel Wealth Management | 14,855 | $896K | 0.4% | N/A | 0.222% | |
4/19/2024 | Valley National Advisers Inc. | 4,029 | $243K | 0.0% | +109.5% | 0.060% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 171,222 | $10.33M | 0.0% | -3.5% | 2.556% | |
4/12/2024 | Systelligence LLC | 135,336 | $8.16M | 2.1% | -0.3% | 4.101% | |
4/10/2024 | Inscription Capital LLC | 3,500 | $208K | 0.1% | N/A | 0.106% | |
2/21/2024 | American Trust | 13,600 | $771K | 0.1% | -19.2% | 0.412% | |
2/13/2024 | Anson Capital Inc. | 15,331 | $869K | 1.4% | +11.7% | 0.465% | |
2/12/2024 | Sculati Wealth Management LLC | 30,596 | $1.73M | 0.8% | +3.6% | 0.927% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 96,256 | $5.45M | 0.0% | +284.3% | 2.917% | |
2/9/2024 | Wells Fargo & Company MN | 278,586 | $15.78M | 0.0% | +86.0% | 8.442% | |
2/9/2024 | Thoroughbred Financial Services LLC | 8,397 | $475K | 0.0% | N/A | 0.254% | |
2/8/2024 | Janney Montgomery Scott LLC | 75,293 | $4.27M | 0.0% | +1,070.8% | 2.282% | |
2/7/2024 | Avantax Advisory Services Inc. | 3,615 | $205K | 0.0% | N/A | 0.110% | |
2/7/2024 | Theory Financial LLC | 70,907 | $4.02M | 2.1% | N/A | 2.149% | |
2/7/2024 | Principal Securities Inc. | 10,684 | $605K | 0.0% | N/A | 0.324% | |
2/6/2024 | Private Advisor Group LLC | 46,498 | $2.63M | 0.0% | +49.9% | 1.409% | |
2/6/2024 | Merit Financial Group LLC | 24,704 | $1.40M | 0.0% | +1.3% | 0.749% | |
2/6/2024 | Solutions 4 Wealth Ltd | 9,707 | $550K | 1.8% | N/A | 0.294% | |
2/1/2024 | Armbruster Capital Management Inc. | 169,930 | $9.63M | 2.2% | +1.5% | 5.149% | |
2/1/2024 | CWM LLC | 15,057 | $853K | 0.0% | +96.6% | 0.456% | |
1/31/2024 | Western Wealth Management LLC | 12,353 | $700K | 0.1% | -2.0% | 0.374% | |
1/30/2024 | Marmo Financial Group LLC | 114,578 | $6.50M | 4.9% | -3.5% | 3.472% | |
1/25/2024 | Valley National Advisers Inc. | 1,923 | $108K | 0.0% | N/A | 0.058% | |
1/25/2024 | Lodestone Wealth Management LLC | 22,899 | $1.30M | 0.8% | +0.8% | 0.694% | |
1/24/2024 | International Assets Investment Management LLC | 1,133 | $64K | 0.0% | N/A | 0.034% | |
1/22/2024 | Silverlake Wealth Management LLC | 4,000 | $227K | 0.1% | N/A | 0.121% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 953 | $54K | 0.0% | N/A | 0.029% | |
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1/22/2024 | Aspire Wealth Management Corp | 5,957 | $338K | 0.2% | +4.8% | 0.181% | |
1/19/2024 | ERn Financial LLC | 9,949 | $549K | 0.1% | +2.5% | 0.301% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 55,241 | $3.13M | 0.0% | +43.0% | 1.674% | |
1/16/2024 | Raymond James & Associates | 57,964 | $3.28M | 0.0% | +205.2% | 1.756% | |
1/16/2024 | CoreCap Advisors LLC | 5,282 | $299K | 0.0% | -6.2% | 0.160% | |
1/12/2024 | Comprehensive Wealth Management LLC | 9,421 | $534K | 0.5% | -7.0% | 0.285% | |
1/11/2024 | Ausdal Financial Partners Inc. | 9,731 | $551K | 0.1% | N/A | 0.295% | |
12/6/2023 | Citigroup Inc. | 5,385 | $261K | 0.0% | +4.3% | 0.163% | |
11/30/2023 | Modera Wealth Management LLC | 36,143 | $1.75M | 0.0% | N/A | 1.095% | |
11/16/2023 | American Trust | 16,824 | $816K | 0.1% | +1.5% | 0.510% | |
11/14/2023 | Marmo Financial Group LLC | 118,677 | $5.76M | 5.5% | -0.5% | 3.596% | |
11/13/2023 | LPL Financial LLC | 496,426 | $24.08M | 0.0% | +3.7% | 15.043% | |
11/7/2023 | Merit Financial Group LLC | 24,386 | $1.18M | 0.0% | -13.4% | 0.739% | |
11/7/2023 | Masso Torrence Wealth Management Inc. | 12,647 | $613K | 0.5% | -10.1% | 0.383% | |
11/3/2023 | Private Advisor Group LLC | 31,027 | $1.51M | 0.0% | +7.2% | 0.940% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 38,617 | $1.87M | 0.0% | -9.9% | 1.170% | |
10/24/2023 | Raymond James & Associates | 18,993 | $921K | 0.0% | +1.9% | 0.576% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 25,048 | $1.22M | 0.0% | -24.9% | 0.759% | |
10/23/2023 | Commonwealth Equity Services LLC | 67,579 | $3.28M | 0.0% | +4.6% | 2.048% | |
10/20/2023 | Lodestone Wealth Management LLC | 22,717 | $1.10M | 0.7% | -5.3% | 0.688% | |
10/18/2023 | Private Trust Co. NA | 636 | $31K | 0.0% | N/A | 0.019% | |
10/17/2023 | Armbruster Capital Management Inc. | 167,416 | $8.12M | 2.1% | +2.8% | 5.073% | |
10/11/2023 | CWM LLC | 7,658 | $371K | 0.0% | +102.2% | 0.232% | |
10/10/2023 | Systelligence LLC | 163,987 | $7.96M | 2.2% | N/A | 4.969% | |
8/30/2023 | Western Wealth Management LLC | 12,753 | $618K | 0.1% | +4.0% | 0.386% | |
8/11/2023 | Masso Torrence Wealth Management Inc. | 14,068 | $682K | 0.5% | +5.8% | 0.426% | |
8/10/2023 | Commonwealth Equity Services LLC | 64,578 | $3.13M | 0.0% | +6.6% | 1.957% | |
8/10/2023 | Private Advisor Group LLC | 28,950 | $1.40M | 0.0% | -10.5% | 0.877% | |
8/9/2023 | Flow Traders U.S. LLC | 8,053 | $390K | 0.0% | N/A | 0.244% | |
8/3/2023 | CWM LLC | 3,787 | $184K | 0.0% | -16.7% | 0.115% | |
8/3/2023 | Armbruster Capital Management Inc. | 162,897 | $7.90M | 1.9% | +2.3% | 4.936% | |
8/2/2023 | Anson Capital Inc. | 12,530 | $608K | 1.1% | +123.2% | 0.380% | |
8/2/2023 | Nemes Rush Group LLC | 7,819 | $379K | 0.1% | N/A | 0.237% | |
8/2/2023 | Sigma Planning Corp | 7,145 | $346K | 0.0% | N/A | 0.217% | |
8/1/2023 | Merit Financial Group LLC | 28,149 | $1.37M | 0.0% | -86.3% | 0.709% | |
7/31/2023 | LPL Financial LLC | 478,784 | $23.21M | 0.0% | -3.5% | 12.060% | |
7/31/2023 | Lowery Thomas LLC | 13,576 | $658K | 0.6% | -2.9% | 0.342% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 42,853 | $2.08M | 0.0% | +6.3% | 1.079% | |
7/25/2023 | Raymond James & Associates | 18,645 | $904K | 0.0% | -36.5% | 0.470% | |
7/25/2023 | Lodestone Wealth Management LLC | 23,993 | $1.16M | 0.8% | +12.7% | 0.604% | |
7/21/2023 | Wealth Enhancement Advisory Services LLC | 117,914 | $5.72M | 0.1% | -4.1% | 2.970% | |
7/21/2023 | Marmo Financial Group LLC | 119,248 | $5.78M | 5.2% | +13.2% | 3.004% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 33,367 | $1.62M | 0.0% | -29.4% | 0.840% | |
5/22/2023 | American Trust | 16,544 | $2.95M | 0.2% | N/A | 0.408% | |
5/18/2023 | Titleist Asset Management LLC | 42,253 | $1.96M | 0.4% | N/A | 1.043% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 47,238 | $2.19M | 0.0% | -16.7% | 1.166% | |
5/11/2023 | Financial Advocates Investment Management | 18,178 | $842K | 0.1% | +52.7% | 0.449% | |
5/11/2023 | Commonwealth Equity Services LLC | 60,562 | $2.80M | 0.0% | +31.5% | 1.495% | |
5/10/2023 | Atria Investments Inc | 40,785 | $1.89M | 0.0% | N/A | 1.007% | |
5/10/2023 | Oppenheimer & Co. Inc. | 12,002 | $556K | 0.0% | N/A | 0.296% | |
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5/10/2023 | Private Advisor Group LLC | 32,333 | $1.50M | 0.0% | N/A | 0.798% | |
5/10/2023 | LPL Financial LLC | 495,895 | $22.97M | 0.0% | +3.4% | 12.244% | |
5/9/2023 | Armbruster Capital Management Inc. | 159,180 | $7.37M | 1.9% | +1.8% | 3.930% | |
5/5/2023 | Sculati Wealth Management LLC | 24,645 | $1.14M | 0.6% | +9.1% | 0.609% | |
5/5/2023 | Lowery Thomas LLC | 13,976 | $647K | 0.7% | N/A | 0.345% | |
5/4/2023 | Aspire Wealth Management Corp | 5,655 | $262K | 0.2% | +14.3% | 0.140% | |
5/1/2023 | CWM LLC | 4,547 | $211K | 0.0% | -27.7% | 0.112% | |
4/28/2023 | Avantax Advisory Services Inc. | 5,682 | $263K | 0.0% | N/A | 0.140% | |
4/28/2023 | Janney Montgomery Scott LLC | 6,431 | $298K | 0.0% | +12.4% | 0.159% | |
4/25/2023 | Wealth Enhancement Advisory Services LLC | 122,985 | $5.70M | 0.1% | -13.2% | 3.037% | |