4/30/2025 | Stratos Wealth Partners LTD. | 10,532 | $386K | 0.0% | -18.9% | 0.209% | |
4/29/2025 | Envestnet Asset Management Inc. | 40,738 | $1.49M | 0.0% | +57.2% | 0.807% | |
4/29/2025 | Brookstone Capital Management | 36,532 | $1.34M | 0.0% | -13.3% | 0.723% | |
4/28/2025 | Clarity Capital Partners LLC | 7,654 | $280K | 0.1% | N/A | 0.152% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 59,919 | $2.20M | 0.0% | -21.1% | 1.187% | |
4/22/2025 | Midwest Financial Group LLC | 71,315 | $2.61M | 1.5% | +28.8% | 1.412% | |
4/22/2025 | World Equity Group Inc. | 74,287 | $2.72M | 0.8% | +9.2% | 1.471% | |
4/21/2025 | Centennial Wealth Advisory LLC | 13,826 | $507K | 0.2% | N/A | 0.274% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 17,140 | $628K | 0.3% | +19.4% | 0.339% | |
4/17/2025 | Janney Montgomery Scott LLC | 47,468 | $1.74M | 0.0% | -6.6% | 0.940% | |
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4/17/2025 | Good Life Advisors LLC | 162,876 | $5.97M | 0.4% | +29.2% | 3.225% | |
4/15/2025 | Chris Bulman Inc | 35,230 | $1.29M | 0.8% | -13.1% | 0.698% | |
4/15/2025 | Columbia Advisory Partners LLC | 12,406 | $455K | 0.4% | +12.3% | 0.246% | |
4/9/2025 | NBC Securities Inc. | 15,518 | $568K | 0.0% | +67,369.6% | 0.307% | |
2/17/2025 | Cetera Investment Advisers | 233,934 | $7.94M | 0.0% | +70.6% | 4.874% | |
2/14/2025 | Jane Street Group LLC | 50,144 | $1.70M | 0.0% | +3.0% | 1.045% | |
2/14/2025 | Comerica Bank | 12,760 | $433K | 0.0% | N/A | 0.266% | |
2/14/2025 | Integrated Wealth Concepts LLC | 55,540 | $1.89M | 0.0% | +3.9% | 1.157% | |
2/14/2025 | Coppell Advisory Solutions LLC | 3,539 | $120K | 0.0% | +298.5% | 0.074% | |
2/14/2025 | Stifel Financial Corp | 27,229 | $925K | 0.0% | N/A | 0.567% | |
2/13/2025 | NewEdge Advisors LLC | 14,379 | $488K | 0.0% | -13.4% | 0.300% | |
2/13/2025 | Townsquare Capital LLC | 25,387 | $862K | 0.0% | -2.9% | 0.529% | |
2/13/2025 | Raymond James Financial Inc. | 485,002 | $16.47M | 0.0% | N/A | 10.104% | |
2/13/2025 | Envestnet Asset Management Inc. | 25,916 | $880K | 0.0% | +10.1% | 0.540% | |
2/11/2025 | LPL Financial LLC | 829,046 | $28.15M | 0.0% | +7.6% | 17.272% | |
2/10/2025 | Harbour Investments Inc. | 70,982 | $2.41M | 0.1% | +4.4% | 1.479% | |
2/10/2025 | Avantax Advisory Services Inc. | 82,729 | $2.81M | 0.0% | -48.4% | 1.724% | |
2/7/2025 | Moors & Cabot Inc. | 27,899 | $947K | 0.0% | +20.4% | 0.581% | |
2/6/2025 | Raymond James Financial Inc. | 485,002 | $16.47M | 0.0% | N/A | 10.104% | |
2/5/2025 | SRS Capital Advisors Inc. | 29,557 | $1.00M | 0.1% | N/A | 0.616% | |
2/5/2025 | TD Capital Management LLC | 2,346 | $80K | 0.0% | +49.8% | 0.049% | |
2/4/2025 | World Equity Group Inc. | 68,009 | $2.31M | 0.5% | +6.3% | 1.417% | |
2/3/2025 | Sigma Planning Corp | 18,982 | $645K | 0.0% | +36.4% | 0.395% | |
2/3/2025 | Private Advisor Group LLC | 26,678 | $906K | 0.0% | -6.2% | 0.556% | |
2/3/2025 | Good Life Advisors LLC | 126,060 | $4.28M | 0.3% | +29.8% | 2.626% | |
1/31/2025 | Global Retirement Partners LLC | 10,461 | $355K | 0.0% | +14,844.3% | 0.218% | |
1/31/2025 | Key Financial Inc | 163,918 | $5.57M | 1.3% | +5.0% | 3.415% | |
1/31/2025 | Sanctuary Advisors LLC | 8,266 | $296K | 0.0% | N/A | 0.172% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 20,633 | $701K | 0.1% | +8.8% | 0.434% | |
1/30/2025 | DHJJ Financial Advisors Ltd. | 14,358 | $488K | 0.2% | +4.3% | 0.302% | |
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1/29/2025 | Gladstone Institutional Advisory LLC | 10,542 | $358K | 0.0% | -3.5% | 0.222% | |
1/27/2025 | Stratos Wealth Partners LTD. | 12,982 | $441K | 0.0% | -7.3% | 0.273% | |
1/23/2025 | Gateway Wealth Partners LLC | 19,702 | $669K | 0.2% | -4.2% | 0.415% | |
1/17/2025 | Janney Montgomery Scott LLC | 50,796 | $1.73M | 0.0% | -24.0% | 1.069% | |
1/14/2025 | Clarus Wealth Advisors | 15,979 | $535K | 0.3% | -1.9% | 0.336% | |
1/13/2025 | Columbia Advisory Partners LLC | 11,049 | $375K | 0.3% | N/A | 0.233% | |
1/13/2025 | Brookstone Capital Management | 42,149 | $1.43M | 0.0% | +110.8% | 0.887% | |
1/8/2025 | Private Client Services LLC | 10,048 | $341K | 0.2% | +25.0% | 0.212% | |
1/8/2025 | International Assets Investment Management LLC | 5,961 | $202K | 0.0% | N/A | 0.125% | |
12/26/2024 | JPMorgan Chase & Co. | 1,247 | $47K | 0.0% | +59.7% | 0.029% | |
11/15/2024 | Jane Street Group LLC | 48,695 | $1.83M | 0.0% | N/A | 1.132% | |
11/15/2024 | Integrated Wealth Concepts LLC | 53,456 | $2.00M | 0.0% | +5.4% | 1.243% | |
11/13/2024 | Townsquare Capital LLC | 26,144 | $980K | 0.0% | +106.9% | 0.608% | |
11/8/2024 | Moors & Cabot Inc. | 23,170 | $868K | 0.0% | +35.6% | 0.539% | |
11/5/2024 | Harbour Investments Inc. | 67,982 | $2.55M | 0.1% | -1.8% | 1.581% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 18,959 | $711K | 0.1% | +2.2% | 0.441% | |
11/4/2024 | Sigma Planning Corp | 13,916 | $522K | 0.0% | -21.6% | 0.324% | |
10/30/2024 | World Equity Group Inc. | 63,999 | $2.40M | 0.9% | +2.4% | 1.488% | |
10/29/2024 | Janney Montgomery Scott LLC | 66,838 | $2.51M | 0.0% | +8.1% | 1.554% | |
10/29/2024 | Clear Creek Financial Management LLC | 77,941 | $2.92M | 0.3% | -3.4% | 1.813% | |
10/29/2024 | Key Financial Inc | 156,166 | $5.85M | 1.3% | +19.1% | 3.632% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 10,927 | $410K | 0.0% | +20.3% | 0.254% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 13,767 | $516K | 0.2% | +14.0% | 0.324% | |
10/22/2024 | Chris Bulman Inc | 17,451 | $654K | 0.4% | N/A | 0.411% | |
10/22/2024 | Private Advisor Group LLC | 28,447 | $1.07M | 0.0% | -4.9% | 0.669% | |
10/19/2024 | Cedrus LLC | 27,469 | $1.03M | 0.4% | N/A | 0.646% | |
10/18/2024 | Raymond James & Associates | 81,647 | $3.06M | 0.0% | +430.3% | 1.921% | |
10/16/2024 | Good Life Advisors LLC | 97,127 | $3.64M | 0.2% | +13.1% | 2.285% | |
10/15/2024 | NBC Securities Inc. | 31,644 | $1.19M | 0.1% | -22.2% | 0.745% | |
10/8/2024 | CWM LLC | 178,414 | $6.69M | 0.0% | +614.7% | 4.248% | |
10/8/2024 | Brookstone Capital Management | 19,998 | $750K | 0.0% | N/A | 0.476% | |
10/3/2024 | Private Client Services LLC | 8,041 | $301K | 0.2% | N/A | 0.199% | |
8/22/2024 | Cetera Investment Advisers | 130,633 | $4.47M | 0.0% | +4.4% | 3.226% | |
8/16/2024 | Gateway Wealth Partners LLC | 20,535 | $702K | 0.2% | N/A | 0.507% | |
8/9/2024 | Moors & Cabot Inc. | 17,086 | $584K | 0.0% | N/A | 0.422% | |
8/8/2024 | VitalStone Financial LLC | 2,957 | $101K | 0.1% | +12.6% | 0.073% | |
8/5/2024 | Private Advisor Group LLC | 29,922 | $1.02M | 0.0% | -73.7% | 0.739% | |
8/5/2024 | TD Capital Management LLC | 1,511 | $52K | 0.0% | N/A | 0.037% | |
8/1/2024 | Drive Wealth Management LLC | 15,161 | $519K | 0.1% | +10.8% | 0.374% | |
7/31/2024 | Commonwealth Equity Services LLC | 41,643 | $1.42M | 0.0% | +10.7% | 1.028% | |
7/30/2024 | International Assets Investment Management LLC | 914 | $31K | 0.0% | N/A | 0.023% | |
7/30/2024 | Key Financial Inc | 131,097 | $4.48M | 1.1% | +10.9% | 3.361% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 18,544 | $634K | 0.1% | +11.7% | 0.475% | |
7/26/2024 | Harbour Investments Inc. | 69,237 | $2.37M | 0.1% | -40.2% | 1.775% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 83,643 | $2.86M | 0.0% | -18.6% | 2.145% | |
7/25/2024 | Clear Creek Financial Management LLC | 80,654 | $2.76M | 0.3% | +8.4% | 2.068% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 407,032 | $13.92M | 0.0% | +26.8% | 10.437% | |
7/19/2024 | World Equity Group Inc. | 62,526 | $2.14M | 0.6% | +1.5% | 1.603% | |
7/17/2024 | Midwest Financial Group LLC | 54,821 | $1.88M | 1.2% | +2.2% | 1.406% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 12,073 | $413K | 0.2% | +34.8% | 0.310% | |
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7/11/2024 | Clarus Wealth Advisors | 16,497 | $574K | 0.3% | +3.8% | 0.446% | |
7/10/2024 | NBC Securities Inc. | 40,679 | $1.39M | 0.1% | -9.2% | 1.099% | |
7/10/2024 | CWM LLC | 24,962 | $854K | 0.0% | N/A | 0.675% | |
5/24/2024 | Cetera Advisors LLC | 58,494 | $2.05M | 0.0% | +29.5% | 1.918% | |
5/24/2024 | Cetera Investment Advisers | 125,087 | $4.38M | 0.0% | +227.5% | 4.101% | |
5/8/2024 | Avantax Advisory Services Inc. | 128,961 | $4.51M | 0.0% | +6.1% | 4.228% | |
5/6/2024 | VitalStone Financial LLC | 2,625 | $92K | 0.1% | +690.7% | 0.086% | |
5/1/2024 | Janney Montgomery Scott LLC | 41,825 | $1.46M | 0.0% | +5.2% | 1.371% | |
4/30/2024 | Private Advisor Group LLC | 113,786 | $3.98M | 0.0% | +1.7% | 3.731% | |
4/30/2024 | Commonwealth Equity Services LLC | 37,607 | $1.32M | 0.0% | -3.4% | 1.233% | |