4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,638,828 | $36.82M | 0.1% | +20.4% | 6.372% | |
4/22/2024 | Raymond James & Associates | 483,413 | $10.86M | 0.0% | +1.9% | 1.880% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 53,025 | $1.19M | 0.9% | +17.6% | 0.206% | |
4/19/2024 | PCG Wealth Advisors LLC | 138,097 | $3.10M | 1.5% | N/A | 0.537% | |
4/16/2024 | RiverTree Advisors LLC | 145,629 | $3.27M | 2.2% | N/A | 0.573% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 225,754 | $5.07M | 0.0% | +9.7% | 0.888% | |
|
4/15/2024 | Brookstone Capital Management | 23,886 | $537K | 0.0% | N/A | 0.094% | |
4/13/2024 | Quad Cities Investment Group LLC | 32,545 | $731K | 0.4% | +19.9% | 0.131% | |
4/11/2024 | International Assets Investment Management LLC | 19,737 | $443K | 0.0% | +39.4% | 0.079% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 13,747 | $294K | 0.2% | N/A | 0.072% | |
2/21/2024 | Raleigh Capital Management Inc. | 3,546 | $76K | 0.0% | +24.6% | 0.018% | |
2/12/2024 | Parallel Advisors LLC | 5,675 | $121K | 0.0% | N/A | 0.030% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 61,286 | $1.31M | 0.1% | +1.8% | 0.319% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 272,726 | $5.83M | 0.0% | +11.2% | 1.419% | |
2/9/2024 | D.A. Davidson & CO. | 29,309 | $626K | 0.0% | N/A | 0.152% | |
2/8/2024 | Beacon Pointe Advisors LLC | 84,913 | $1.81M | 0.0% | -31.9% | 0.442% | |
2/8/2024 | Foundations Investment Advisors LLC | 16,740 | $365K | 0.0% | +12.7% | 0.087% | |
2/8/2024 | Janney Capital Management LLC | 144,387 | $3.08M | 0.2% | N/A | 0.751% | |
2/8/2024 | Janney Montgomery Scott LLC | 158,156 | $3.38M | 0.0% | +7.1% | 0.823% | |
2/7/2024 | Avantax Advisory Services Inc. | 20,521 | $438K | 0.0% | N/A | 0.107% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 62,950 | $1.35M | 0.0% | +15.7% | 0.328% | |
2/7/2024 | Principal Securities Inc. | 50,927 | $1.09M | 0.0% | N/A | 0.265% | |
2/6/2024 | Lincoln National Corp | 67,839 | $1.45M | 0.0% | +20.7% | 0.353% | |
2/6/2024 | Private Advisor Group LLC | 23,460 | $501K | 0.0% | -34.8% | 0.122% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 11,011 | $235K | 0.0% | -7.5% | 0.057% | |
2/5/2024 | Kestra Private Wealth Services LLC | 31,090 | $664K | 0.0% | N/A | 0.162% | |
2/5/2024 | RiverFront Investment Group LLC | 361,541 | $7.72M | 0.2% | -4.7% | 1.881% | |
2/2/2024 | Truist Financial Corp | 115,781 | $2.47M | 0.0% | -3.3% | 0.639% | |
2/2/2024 | Atria Wealth Solutions Inc. | 105,624 | $2.26M | 0.0% | +8.6% | 0.583% | |
2/1/2024 | Capital Investment Advisory Services LLC | 31,614 | $675K | 0.1% | +32.7% | 0.174% | |
2/1/2024 | Treasure Coast Financial Planning | 14,175 | $303K | 0.2% | +20.4% | 0.078% | |
2/1/2024 | CWM LLC | 130,496 | $2.79M | 0.0% | -4.2% | 0.720% | |
1/31/2024 | Western Wealth Management LLC | 62,875 | $1.34M | 0.1% | -13.3% | 0.347% | |
1/30/2024 | Bison Wealth LLC | 20,968 | $448K | 0.1% | -9.4% | 0.116% | |
1/29/2024 | Perigon Wealth Management LLC | 12,520 | $267K | 0.0% | N/A | 0.069% | |
1/26/2024 | Cerity Partners LLC | 115,355 | $2.46M | 0.0% | N/A | 0.635% | |
1/26/2024 | Sterling Manor Financial LLC | 17,380 | $371K | 0.3% | N/A | 0.096% | |
1/25/2024 | RFG Advisory LLC | 33,230 | $710K | 0.0% | N/A | 0.183% | |
1/24/2024 | International Assets Investment Management LLC | 302,458 | $6.46M | 0.0% | N/A | 1.665% | |
1/23/2024 | Insight Advisors LLC PA | 22,224 | $475K | 0.1% | +13.6% | 0.122% | |
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1/23/2024 | LVZ Inc. | 26,738 | $571K | 0.1% | +30.5% | 0.147% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 55,467 | $1.18M | 0.4% | +8.2% | 0.305% | |
1/23/2024 | American Institute for Advanced Investment Management LLP | 45,075 | $963K | 0.9% | +46.5% | 0.246% | |
1/18/2024 | Accel Wealth Management | 24,060 | $514K | 0.3% | N/A | 0.133% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,361,487 | $29.08M | 0.0% | +17.1% | 7.535% | |
1/16/2024 | Raymond James & Associates | 474,500 | $10.14M | 0.0% | +11.0% | 2.626% | |
1/12/2024 | Independent Wealth Network Inc. | 10,552 | $225K | 0.1% | N/A | 0.059% | |
1/11/2024 | Ausdal Financial Partners Inc. | 16,834 | $360K | 0.0% | -3.3% | 0.094% | |
1/10/2024 | Quad Cities Investment Group LLC | 27,148 | $583K | 0.4% | +19.2% | 0.152% | |
1/9/2024 | Elevated Capital Advisors LLC | 35,325 | $755K | 0.2% | +72.4% | 0.198% | |
1/8/2024 | Channel Wealth LLC | 9,873 | $211K | 0.1% | N/A | 0.055% | |
12/8/2023 | Raleigh Capital Management Inc. | 2,846 | $58K | 0.0% | +53.5% | 0.020% | |
12/6/2023 | Raleigh Capital Management Inc. | 2,846 | $58K | 0.0% | +53.5% | 0.020% | |
11/15/2023 | Integrated Wealth Concepts LLC | 107,534 | $2.20M | 0.0% | +8.1% | 0.767% | |
11/13/2023 | Stifel Financial Corp | 87,057 | $1.78M | 0.0% | +7.4% | 0.621% | |
11/13/2023 | LPL Financial LLC | 1,890,652 | $38.59M | 0.0% | +45.3% | 13.485% | |
11/13/2023 | Bison Wealth LLC | 23,153 | $473K | 0.1% | N/A | 0.165% | |
11/13/2023 | Envestnet Asset Management Inc. | 241,008 | $4.92M | 0.0% | +26.1% | 1.719% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 54,401 | $1.11M | 0.0% | N/A | 0.388% | |
11/13/2023 | Kestra Advisory Services LLC | 496,817 | $10.14M | 0.1% | +8.7% | 3.544% | |
11/8/2023 | Ausdal Financial Partners Inc. | 17,401 | $355K | 0.0% | +5.9% | 0.124% | |
11/8/2023 | HighTower Advisors LLC | 33,372 | $684K | 0.0% | -13.6% | 0.238% | |
11/8/2023 | Janney Montgomery Scott LLC | 147,663 | $3.01M | 0.0% | +54.9% | 1.053% | |
11/8/2023 | Atria Wealth Solutions Inc. | 97,239 | $1.99M | 0.0% | +36.5% | 0.694% | |
11/8/2023 | LVZ Inc. | 20,488 | $418K | 0.1% | N/A | 0.146% | |
11/8/2023 | Western Wealth Management LLC | 72,540 | $1.48M | 0.1% | +45.1% | 0.517% | |
11/7/2023 | RiverFront Investment Group LLC | 379,236 | $7.74M | 0.3% | +52.8% | 2.705% | |
11/7/2023 | Insight Advisors LLC PA | 19,557 | $399K | 0.1% | -17.0% | 0.139% | |
11/6/2023 | Lincoln National Corp | 56,215 | $1.15M | 0.0% | -5.1% | 0.401% | |
11/3/2023 | Private Advisor Group LLC | 35,970 | $734K | 0.0% | +220.6% | 0.259% | |
11/1/2023 | Csenge Advisory Group | 41,454 | $846K | 0.1% | +1.7% | 0.299% | |
10/31/2023 | American Institute for Advanced Investment Management LLP | 30,761 | $628K | 0.6% | -6.4% | 0.222% | |
10/27/2023 | Dunhill Financial LLC | 62,687 | $1.29M | 0.8% | +320.2% | 0.459% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 1,162,311 | $23.72M | 0.0% | +11.0% | 8.503% | |
10/24/2023 | Raymond James & Associates | 427,380 | $8.72M | 0.0% | +17.5% | 3.126% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 245,316 | $5.01M | 0.0% | +35.9% | 1.795% | |
10/23/2023 | Commonwealth Equity Services LLC | 36,476 | $744K | 0.0% | +55.6% | 0.270% | |
10/17/2023 | Elevated Capital Advisors LLC | 20,495 | $418K | 0.1% | +4.0% | 0.155% | |
10/12/2023 | IFP Advisors Inc | 7,771 | $159K | 0.0% | -44.6% | 0.059% | |
10/11/2023 | AE Wealth Management LLC | 59,948 | $1.22M | 0.0% | +2.7% | 0.459% | |
10/11/2023 | CWM LLC | 136,241 | $2.78M | 0.0% | -38.0% | 1.042% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 51,258 | $1.05M | 0.4% | N/A | 0.392% | |
10/5/2023 | Foundations Investment Advisors LLC | 14,858 | $303K | 0.0% | N/A | 0.115% | |
10/5/2023 | Quad Cities Investment Group LLC | 22,770 | $465K | 0.3% | +61.2% | 0.176% | |
8/30/2023 | Western Wealth Management LLC | 50,000 | $1.05M | 0.1% | +104.1% | 0.475% | |
8/23/2023 | Dunhill Financial LLC | 14,920 | $308K | 0.2% | N/A | 0.142% | |
8/18/2023 | Elevated Capital Advisors LLC | 19,709 | $414K | 0.1% | +9.4% | 0.187% | |
8/14/2023 | Snowden Capital Advisors LLC | 26,004 | $547K | 0.0% | +24.7% | 0.247% | |
8/11/2023 | Kestra Advisory Services LLC | 456,845 | $9.60M | 0.1% | +1.3% | 4.343% | |
8/11/2023 | FSB Premier Wealth Management Inc. | 20,383 | $428K | 0.2% | N/A | 0.194% | |
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8/10/2023 | Owen LaRue LLC | 23,417 | $493K | 0.5% | N/A | 0.223% | |
8/10/2023 | Private Advisor Group LLC | 11,219 | $236K | 0.0% | N/A | 0.107% | |
8/10/2023 | Cetera Advisors LLC | 89,167 | $1.87M | 0.0% | +17.1% | 0.848% | |
8/10/2023 | Cetera Advisor Networks LLC | 32,690 | $687K | 0.0% | +9.9% | 0.311% | |
8/8/2023 | Prospera Financial Services Inc | 48,626 | $1.02M | 0.0% | -1.2% | 0.462% | |
8/7/2023 | Lincoln National Corp | 59,206 | $1.24M | 0.0% | -4.1% | 0.563% | |
8/4/2023 | Envestnet Asset Management Inc. | 191,168 | $4.02M | 0.0% | +18.9% | 1.817% | |
8/3/2023 | Atria Wealth Solutions Inc. | 71,227 | $1.50M | 0.0% | +36.6% | 0.677% | |
8/3/2023 | CWM LLC | 219,888 | $4.62M | 0.0% | -21.9% | 2.090% | |
8/1/2023 | RiverFront Investment Group LLC | 248,252 | $5.22M | 0.2% | -4.1% | 2.394% | |