3/1/2024 | Goldman Sachs Group Inc. | 22,529 | $0.95M | 0.0% | +37.5% | 0.336% | |
2/16/2024 | Harbour Investments Inc. | 3,493 | $0.15M | 0.0% | +239.5% | 0.052% | |
2/15/2024 | Citadel Advisors LLC | 6,571 | $0.28M | 0.0% | N/A | 0.098% | |
2/14/2024 | Kestra Advisory Services LLC | 14,244 | $0.60M | 0.0% | N/A | 0.213% | |
2/13/2024 | Envestnet Asset Management Inc. | 54,484 | $2.29M | 0.0% | -40.3% | 0.813% | |
2/13/2024 | Goldman Sachs Group Inc. | 22,529 | $0.95M | 0.0% | +37.5% | 0.336% | |
|
2/12/2024 | Private Wealth Strategies L.L.C. | 1,169,396 | $49.18M | 10.9% | +1.5% | 17.454% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 8,386 | $0.35M | 0.0% | -8.4% | 0.125% | |
2/8/2024 | KLR Investment Advisors LLC | 34,616 | $1.46M | 1.1% | -26.1% | 0.517% | |
2/7/2024 | NBC Securities Inc. | 12,316 | $0.52M | 0.1% | +36.7% | 0.184% | |
2/6/2024 | RMR Wealth Builders | 4,985 | $0.21M | 0.0% | N/A | 0.074% | |
2/6/2024 | Private Advisor Group LLC | 132,149 | $5.56M | 0.0% | +19.1% | 1.972% | |
2/6/2024 | Great Valley Advisor Group Inc. | 559,871 | $23.54M | 0.8% | -29.4% | 8.356% | |
2/2/2024 | BIP Wealth LLC | 23,995 | $1.01M | 0.1% | -7.1% | 0.358% | |
1/25/2024 | RFG Advisory LLC | 17,337 | $0.73M | 0.0% | +21.2% | 0.259% | |
1/24/2024 | Stratos Wealth Partners LTD. | 49,680 | $2.09M | 0.0% | -44.8% | 0.741% | |
1/24/2024 | Allworth Financial LP | 55,609 | $2.34M | 0.0% | +12.7% | 0.830% | |
1/23/2024 | Insight Advisors LLC PA | 80,846 | $3.40M | 0.7% | +11.1% | 1.207% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 21,423 | $0.90M | 0.2% | -5.8% | 0.320% | |
1/18/2024 | Financial Enhancement Group LLC | 31,130 | $1.32M | 0.2% | -47.2% | 0.465% | |
1/16/2024 | Raymond James & Associates | 59,881 | $2.52M | 0.0% | +2.4% | 0.894% | |
1/12/2024 | My Legacy Advisors LLC | 11,819 | $0.50M | 0.2% | -64.5% | 0.176% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 2,827 | $0.12M | 0.0% | -29.1% | 0.042% | |
12/11/2023 | Sunbelt Securities Inc. | 4,113 | $0.16M | 0.0% | -30.5% | 0.061% | |
11/13/2023 | LPL Financial LLC | 61,518 | $2.37M | 0.0% | -21.3% | 0.918% | |
11/13/2023 | Envestnet Asset Management Inc. | 91,304 | $3.51M | 0.0% | +20.4% | 1.363% | |
11/13/2023 | WCG Wealth Advisors LLC | 27,995 | $1.08M | 0.1% | N/A | 0.418% | |
11/9/2023 | BIP Wealth LLC | 25,840 | $0.99M | 0.1% | +4.2% | 0.386% | |
11/8/2023 | HighTower Advisors LLC | 1,264,550 | $48.63M | 0.1% | +1.5% | 18.874% | |
11/8/2023 | KLR Investment Advisors LLC | 46,870 | $1.76M | 1.6% | -2.5% | 0.700% | |
11/7/2023 | Insight Advisors LLC PA | 72,747 | $2.80M | 0.6% | +1.2% | 1.086% | |
11/7/2023 | Great Valley Advisor Group Inc. | 792,537 | $30.48M | 1.3% | -0.4% | 11.829% | |
11/4/2023 | NBC Securities Inc. | 9,007 | $0.35M | 0.0% | N/A | 0.134% | |
11/3/2023 | Private Advisor Group LLC | 110,921 | $4.27M | 0.0% | +23.7% | 1.656% | |
10/31/2023 | Allworth Financial LP | 49,324 | $1.90M | 0.0% | -12.9% | 0.736% | |
10/26/2023 | Park Avenue Securities LLC | 8,983 | $0.35M | 0.0% | N/A | 0.134% | |
10/24/2023 | Stratos Wealth Partners LTD. | 90,014 | $3.46M | 0.1% | -2.7% | 1.343% | |
10/24/2023 | Raymond James & Associates | 58,470 | $2.25M | 0.0% | +14.3% | 0.873% | |
10/20/2023 | My Legacy Advisors LLC | 33,276 | $1.27M | 0.5% | +8.0% | 0.497% | |
10/19/2023 | Patriot Financial Group Insurance Agency LLC | 22,748 | $0.88M | 0.2% | +3.4% | 0.340% | |
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10/17/2023 | Financial Enhancement Group LLC | 58,924 | $2.30M | 0.4% | -1.0% | 0.879% | |
10/10/2023 | Private Wealth Strategies L.L.C. | 1,151,817 | $44.30M | 10.7% | +2.1% | 17.191% | |
8/21/2023 | Osaic Holdings Inc. | 12,491 | $0.48M | 0.0% | -39.8% | 0.186% | |
8/15/2023 | Wells Fargo & Company MN | 88,429 | $3.43M | 0.0% | -58.0% | 1.320% | |
8/15/2023 | Royal Bank of Canada | 635 | $25K | 0.0% | -28.7% | 0.009% | |
8/14/2023 | Thrivent Financial for Lutherans | 10,489 | $0.41M | 0.0% | -27.5% | 0.157% | |
8/11/2023 | V Wealth Advisors LLC | 24,907 | $0.97M | 0.2% | +4.0% | 0.372% | |
8/11/2023 | JPMorgan Chase & Co. | 35,552 | $1.38M | 0.0% | +3.8% | 0.531% | |
8/10/2023 | Osaic Holdings Inc. | 12,491 | $0.48M | 0.0% | -39.8% | 0.186% | |
8/10/2023 | Private Advisor Group LLC | 89,664 | $3.54M | 0.0% | +10.5% | 1.338% | |
8/10/2023 | Cetera Advisor Networks LLC | 8,295 | $0.32M | 0.0% | +43.6% | 0.124% | |
8/10/2023 | Cetera Investment Advisers | 9,231 | $0.36M | 0.0% | +31.6% | 0.138% | |
8/8/2023 | KLR Investment Advisors LLC | 48,081 | $1.86M | 1.5% | +2.5% | 0.718% | |
8/7/2023 | Insight Advisors LLC PA | 71,890 | $2.79M | 0.6% | +36.3% | 1.073% | |
8/4/2023 | Envestnet Asset Management Inc. | 75,831 | $2.94M | 0.0% | +4.3% | 1.132% | |
8/3/2023 | RFG Advisory LLC | 14,492 | $0.56M | 0.0% | -6.7% | 0.216% | |
7/31/2023 | LPL Financial LLC | 78,183 | $3.03M | 0.0% | +6.5% | 1.153% | |
7/27/2023 | BIP Wealth LLC | 24,809 | $0.96M | 0.1% | +95.3% | 0.366% | |
7/26/2023 | Capital Advisors Ltd. LLC | 1,768 | $69K | 0.0% | -43.3% | 0.026% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 3,301 | $0.13M | 0.0% | +104.8% | 0.049% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 27,549 | $1.07M | 0.0% | -6.0% | 0.406% | |
7/25/2023 | Raymond James & Associates | 51,163 | $1.98M | 0.0% | N/A | 0.755% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 4,622 | $0.18M | 0.0% | +11.2% | 0.068% | |
7/18/2023 | Allworth Financial LP | 56,597 | $2.19M | 0.0% | -8.5% | 0.835% | |
7/18/2023 | Stratos Wealth Partners LTD. | 92,473 | $3.59M | 0.1% | -22.3% | 1.364% | |
7/17/2023 | Patriot Financial Group Insurance Agency LLC | 22,003 | $0.85M | 0.2% | -1.1% | 0.325% | |
7/14/2023 | My Legacy Advisors LLC | 30,824 | $1.21M | 0.5% | +9.5% | 0.455% | |
7/13/2023 | Cabot Wealth Management Inc. | 83,395 | $3.23M | 0.5% | +1.7% | 1.230% | |
5/18/2023 | JPMorgan Chase & Co. | 34,264 | $1.29M | 0.0% | +18.5% | 0.485% | |
5/17/2023 | Financial Enhancement Group LLC | 61,464 | $2.26M | 0.4% | -4.4% | 0.869% | |
5/17/2023 | Thrivent Financial for Lutherans | 14,464 | $0.54M | 0.0% | N/A | 0.205% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 13,063 | $0.49M | 0.0% | -11.4% | 0.185% | |
5/15/2023 | KLR Investment Advisors LLC | 46,924 | $1.76M | 1.5% | N/A | 0.664% | |
5/15/2023 | Cetera Investment Advisers | 7,016 | $0.26M | 0.0% | N/A | 0.099% | |
5/12/2023 | UBS Group AG | 739 | $28K | 0.0% | +277.0% | 0.010% | |
5/12/2023 | HighTower Advisors LLC | 1,237,809 | $46.46M | 0.1% | +0.3% | 17.508% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 9,504 | $0.36M | 0.0% | -13.3% | 0.134% | |
5/11/2023 | Envestnet Asset Management Inc. | 72,676 | $2.73M | 0.0% | +10.7% | 1.028% | |
5/10/2023 | Private Advisor Group LLC | 81,150 | $3.05M | 0.0% | N/A | 1.148% | |
5/10/2023 | BIP Wealth LLC | 12,702 | $0.48M | 0.1% | N/A | 0.180% | |
5/10/2023 | LPL Financial LLC | 73,440 | $2.76M | 0.0% | -18.0% | 1.039% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 4,156 | $0.16M | 0.0% | N/A | 0.059% | |
5/8/2023 | Private Wealth Strategies L.L.C. | 1,098,736 | $41.26M | 10.4% | +0.2% | 15.541% | |
5/3/2023 | Insight Advisors LLC PA | 52,744 | $1.98M | 0.5% | +10.9% | 0.746% | |
5/3/2023 | Great Valley Advisor Group Inc. | 774,951 | $29.10M | 1.4% | -3.2% | 10.961% | |
5/2/2023 | V Wealth Advisors LLC | 23,941 | $0.90M | 0.2% | N/A | 0.339% | |
5/1/2023 | Truadvice LLC | 12,000 | $0.45M | 0.2% | +3.8% | 0.170% | |
4/27/2023 | Stratos Wealth Partners LTD. | 118,978 | $4.47M | 0.1% | +1.0% | 1.683% | |
4/25/2023 | Zimmermann Investment Management & Planning LLC | 13,993 | $0.53M | 0.3% | -52.2% | 0.198% | |
4/20/2023 | Patriot Financial Group Insurance Agency LLC | 22,257 | $0.84M | 0.2% | -4.1% | 0.315% | |
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4/20/2023 | Cabot Wealth Management Inc. | 81,985 | $3.08M | 0.5% | +11.3% | 1.160% | |
4/18/2023 | Allworth Financial LP | 61,867 | $2.32M | 0.0% | -15.4% | 0.875% | |
4/11/2023 | My Legacy Advisors LLC | 28,145 | $1.06M | 0.5% | +6.0% | 0.443% | |
4/11/2023 | RMR Wealth Builders | 5,647 | $0.21M | 0.0% | -11.8% | 0.089% | |
2/21/2023 | Insight Advisors LLC PA | 47,540 | $1.78M | 0.6% | -32.5% | 0.000% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 1,182 | $44K | 0.0% | +115.7% | 0.000% | |
2/16/2023 | RFG Advisory LLC | 15,790 | $0.62M | 0.0% | -14.1% | 0.000% | |
2/15/2023 | Signet Financial Management LLC | 6,649 | $0.25M | 0.0% | -28.0% | 0.000% | |
2/15/2023 | Morgan Stanley | 75,459 | $2.84M | 0.0% | +37.6% | 0.000% | |
2/14/2023 | Cetera Advisor Networks LLC | 5,803 | $0.22M | 0.0% | N/A | 0.000% | |