4/18/2024 | Synergy Asset Management LLC | 4,070 | $370K | 0.1% | N/A | 0.040% | |
4/18/2024 | MorganRosel Wealth Management LLC | 4,126 | $375K | 0.1% | -9.1% | 0.040% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 5,566,982 | $506.09M | 1.3% | +9.1% | 54.365% | |
3/1/2024 | Goldman Sachs Group Inc. | 3,608 | $302K | 0.0% | -76.9% | 0.039% | |
2/16/2024 | Harbour Investments Inc. | 16,845 | $1.41M | 0.1% | +14.5% | 0.184% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 7,362 | $617K | 0.0% | -10.2% | 0.080% | |
|
2/15/2024 | Baird Financial Group Inc. | 37,237 | $3.12M | 0.0% | +107.0% | 0.406% | |
2/15/2024 | Citadel Advisors LLC | 4,935 | $414K | 0.0% | -13.0% | 0.054% | |
2/14/2024 | Royal Bank of Canada | 214,801 | $18.00M | 0.0% | +0.6% | 2.342% | |
2/14/2024 | Kestra Advisory Services LLC | 3,847 | $322K | 0.0% | -47.6% | 0.042% | |
2/14/2024 | Creative Planning | 4,426 | $371K | 0.0% | N/A | 0.048% | |
2/13/2024 | Envestnet Asset Management Inc. | 31,004 | $2.60M | 0.0% | -13.6% | 0.338% | |
2/13/2024 | Stephens Inc. AR | 2,435 | $204K | 0.0% | N/A | 0.027% | |
2/13/2024 | Cetera Advisor Networks LLC | 20,009 | $1.68M | 0.0% | -6.3% | 0.218% | |
2/13/2024 | Tower Research Capital LLC TRC | 906 | $76K | 0.0% | -86.7% | 0.010% | |
2/13/2024 | Goldman Sachs Group Inc. | 3,608 | $302K | 0.0% | -76.9% | 0.039% | |
2/12/2024 | Scotia Capital Inc. | 3,557 | $298K | 0.0% | +6.4% | 0.039% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,226 | $354K | 0.0% | N/A | 0.046% | |
2/12/2024 | Stifel Financial Corp | 17,243 | $1.45M | 0.0% | -14.7% | 0.188% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 4,879 | $409K | 0.0% | -4.9% | 0.053% | |
2/9/2024 | Advisory Services Network LLC | 2,079 | $174K | 0.0% | N/A | 0.023% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 50,256 | $4.21M | 0.0% | -7.9% | 0.548% | |
2/9/2024 | Nemes Rush Group LLC | 8,123 | $681K | 0.1% | +25.0% | 0.089% | |
2/9/2024 | Wells Fargo & Company MN | 152,726 | $12.80M | 0.0% | -34.5% | 1.665% | |
2/9/2024 | Thoroughbred Financial Services LLC | 7,556 | $633K | 0.1% | -26.6% | 0.082% | |
2/9/2024 | UBS Group AG | 61,204 | $5.13M | 0.0% | -6.9% | 0.667% | |
2/8/2024 | Janney Montgomery Scott LLC | 28,445 | $2.38M | 0.0% | +1.1% | 0.310% | |
2/6/2024 | Private Advisor Group LLC | 40,134 | $3.36M | 0.0% | +10.0% | 0.438% | |
2/1/2024 | 1900 Wealth Management LLC | 18,929 | $1.59M | 0.1% | -2.9% | 0.207% | |
2/1/2024 | CWM LLC | 52,482 | $4.40M | 0.0% | +12.7% | 0.574% | |
1/26/2024 | Geneos Wealth Management Inc. | 6,921 | $580K | 0.0% | -14.7% | 0.076% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 2,863 | $240K | 0.0% | N/A | 0.031% | |
1/24/2024 | Private Trust Co. NA | 342 | $29K | 0.0% | -50.4% | 0.004% | |
1/23/2024 | HighMark Wealth Management LLC | 50,070 | $4.20M | 2.8% | N/A | 0.550% | |
1/18/2024 | Trueblood Wealth Management LLC | 10,094 | $846K | 0.5% | N/A | 0.111% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 18,947 | $1.59M | 0.0% | -0.7% | 0.209% | |
1/16/2024 | Raymond James & Associates | 243,971 | $20.44M | 0.0% | -3.3% | 2.687% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 5,352 | $430K | 0.0% | +6.3% | 0.059% | |
1/9/2024 | DB Wealth Management Group LLC | 6,091 | $510K | 0.3% | -22.4% | 0.067% | |
11/24/2023 | EP Wealth Advisors LLC | 9,689 | $728K | 0.0% | +382.0% | 0.107% | |
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11/16/2023 | Morgan Stanley | 298,497 | $22.42M | 0.0% | -6.1% | 3.302% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 8,196 | $616K | 0.0% | -7.4% | 0.091% | |
11/15/2023 | Royal Bank of Canada | 213,495 | $16.04M | 0.0% | +6.0% | 2.362% | |
11/14/2023 | Tower Research Capital LLC TRC | 6,794 | $510K | 0.0% | -25.8% | 0.075% | |
11/14/2023 | Private Advisory Group LLC | 28,781 | $2.16M | 0.4% | +29.2% | 0.318% | |
11/13/2023 | Stifel Financial Corp | 20,222 | $1.52M | 0.0% | -16.0% | 0.224% | |
11/13/2023 | LPL Financial LLC | 290,029 | $21.78M | 0.0% | +1.6% | 3.208% | |
11/13/2023 | Envestnet Asset Management Inc. | 35,886 | $2.70M | 0.0% | -19.1% | 0.397% | |
11/13/2023 | Kestra Advisory Services LLC | 7,343 | $552K | 0.0% | +94.1% | 0.081% | |
11/9/2023 | Nemes Rush Group LLC | 6,496 | $488K | 0.1% | +177.5% | 0.072% | |
11/9/2023 | Biondo Investment Advisors LLC | 21,453 | $1.61M | 0.3% | +2.9% | 0.237% | |
11/9/2023 | UBS Group AG | 65,728 | $4.94M | 0.0% | -17.1% | 0.727% | |
11/8/2023 | Cornerstone Planning Group LLC | 1,028 | $77K | 0.0% | +2,407.3% | 0.011% | |
11/8/2023 | Janney Montgomery Scott LLC | 28,129 | $2.11M | 0.0% | -6.4% | 0.311% | |
11/4/2023 | NBC Securities Inc. | 405 | $30K | 0.0% | N/A | 0.004% | |
11/3/2023 | Private Advisor Group LLC | 36,479 | $2.74M | 0.0% | +3.9% | 0.404% | |
11/1/2023 | Money Concepts Capital Corp | 25,671 | $1.93M | 0.2% | +5.9% | 0.284% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 19,079 | $1.43M | 0.0% | -35.4% | 0.208% | |
10/24/2023 | Raymond James & Associates | 252,404 | $18.96M | 0.0% | -3.6% | 2.749% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 54,585 | $4.10M | 0.0% | -0.7% | 0.595% | |
10/23/2023 | Commonwealth Equity Services LLC | 10,756 | $808K | 0.0% | +3.1% | 0.117% | |
10/20/2023 | Coastal Investment Advisors Inc. | 2,155 | $170K | 0.0% | +7.5% | 0.023% | |
10/17/2023 | 1900 Wealth Management LLC | 19,497 | $1.46M | 0.1% | -19.8% | 0.212% | |
10/11/2023 | CWM LLC | 46,551 | $3.50M | 0.0% | +3.3% | 0.518% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 5,037 | $378K | 0.0% | +4.0% | 0.056% | |
10/10/2023 | Strid Group LLC | 11,471 | $862K | 0.2% | -33.7% | 0.128% | |
10/10/2023 | National Bank of Canada FI | 2,850 | $209K | 0.0% | +7.5% | 0.032% | |
8/21/2023 | Osaic Holdings Inc. | 14,291 | $1.13M | 0.0% | +7.1% | 0.162% | |
8/15/2023 | Wells Fargo & Company MN | 236,927 | $18.65M | 0.0% | -15.8% | 2.689% | |
8/15/2023 | IHT Wealth Management LLC | 16,116 | $1.27M | 0.1% | -8.5% | 0.183% | |
8/15/2023 | Harbour Investments Inc. | 14,813 | $1.17M | 0.1% | +8.5% | 0.168% | |
8/15/2023 | Royal Bank of Canada | 201,319 | $15.85M | 0.0% | -29.8% | 2.285% | |
8/15/2023 | Stifel Financial Corp | 24,066 | $1.90M | 0.0% | -5.1% | 0.273% | |
8/15/2023 | Citadel Advisors LLC | 13,717 | $1.08M | 0.0% | -31.7% | 0.156% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 8,851 | $697K | 0.0% | -22.2% | 0.100% | |
8/14/2023 | Tower Research Capital LLC TRC | 9,152 | $720K | 0.0% | +27.5% | 0.104% | |
8/14/2023 | MML Investors Services LLC | 12,936 | $1.02M | 0.0% | +25.8% | 0.147% | |
8/14/2023 | Snowden Capital Advisors LLC | 12,732 | $1.00M | 0.0% | +10.3% | 0.145% | |
8/11/2023 | Biondo Investment Advisors LLC | 20,840 | $1.64M | 0.3% | +3.0% | 0.237% | |
8/11/2023 | Kestra Advisory Services LLC | 3,784 | $298K | 0.0% | -59.2% | 0.043% | |
8/10/2023 | Osaic Holdings Inc. | 14,291 | $1.13M | 0.0% | +7.1% | 0.162% | |
8/10/2023 | Commonwealth Equity Services LLC | 10,435 | $821K | 0.0% | -47.2% | 0.118% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 709 | $56K | 0.0% | +57.6% | 0.008% | |
8/10/2023 | Private Advisor Group LLC | 35,104 | $2.76M | 0.0% | +415.9% | 0.398% | |
8/10/2023 | Cetera Advisor Networks LLC | 21,911 | $1.73M | 0.0% | -3.5% | 0.249% | |
8/9/2023 | Coastal Investment Advisors Inc. | 2,005 | $158K | 0.0% | N/A | 0.023% | |
8/8/2023 | Prospera Financial Services Inc | 31,180 | $2.45M | 0.1% | -6.1% | 0.354% | |
8/4/2023 | Envestnet Asset Management Inc. | 44,368 | $3.49M | 0.0% | -39.7% | 0.504% | |
8/3/2023 | Scotia Capital Inc. | 3,342 | $263K | 0.0% | -8.0% | 0.038% | |
8/3/2023 | Thoroughbred Financial Services LLC | 8,712 | $685K | 0.1% | -1.5% | 0.099% | |
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8/3/2023 | Dynamic Advisor Solutions LLC | 4,845 | $381K | 0.0% | +11.7% | 0.055% | |
8/3/2023 | CWM LLC | 45,082 | $3.55M | 0.0% | +9.0% | 0.512% | |
8/2/2023 | Nemes Rush Group LLC | 2,341 | $184K | 0.0% | N/A | 0.027% | |
8/2/2023 | Sigma Planning Corp | 3,657 | $288K | 0.0% | N/A | 0.042% | |
8/1/2023 | Truist Financial Corp | 18,155 | $1.43M | 0.0% | N/A | 0.207% | |
8/1/2023 | Money Concepts Capital Corp | 24,245 | $1.91M | 0.2% | N/A | 0.276% | |
7/31/2023 | LPL Financial LLC | 285,326 | $22.46M | 0.0% | +62.3% | 3.246% | |
7/31/2023 | Principle Wealth Partners LLC | 5,368 | $423K | 0.0% | -23.3% | 0.061% | |
7/31/2023 | Lowery Thomas LLC | 4,012 | $316K | 0.3% | +8.3% | 0.046% | |
7/26/2023 | Janney Montgomery Scott LLC | 30,053 | $2.37M | 0.0% | -48.5% | 0.344% | |