4/22/2024 | Nilsine Partners LLC | 42,576 | $1.06M | 0.1% | -85.6% | 1.935% | |
4/15/2024 | WealthCare Investment Partners LLC | 21,704 | $540K | 0.3% | -30.3% | 0.987% | |
2/14/2024 | Regal Investment Advisors LLC | 22,405 | $544K | 0.0% | -13.7% | 0.845% | |
2/9/2024 | Founders Financial Alliance LLC | 5,738 | $139K | 0.1% | +10.6% | 0.217% | |
2/8/2024 | WMG Financial Advisors LLC | 34,141 | $828K | 0.5% | -6.9% | 1.288% | |
2/8/2024 | Janney Montgomery Scott LLC | 102,349 | $2.48M | 0.0% | -2.0% | 3.862% | |
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2/6/2024 | Lincoln National Corp | 16,121 | $391K | 0.0% | -13.1% | 0.608% | |
2/6/2024 | Private Advisor Group LLC | 32,219 | $782K | 0.0% | -24.4% | 1.216% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 96,258 | $2.34M | 0.0% | -10.1% | 3.632% | |
2/2/2024 | Truist Financial Corp | 21,788 | $529K | 0.0% | -23.0% | 0.822% | |
2/1/2024 | NewSquare Capital LLC | 2,790 | $68K | 0.0% | -48.8% | 0.105% | |
1/25/2024 | International Assets Investment Management LLC | 25,109 | $609K | 0.0% | N/A | 0.948% | |
1/24/2024 | Nilsine Partners LLC | 296,520 | $7.19M | 1.1% | -14.9% | 11.189% | |
1/24/2024 | International Assets Investment Management LLC | 25,109 | $609K | 0.0% | N/A | 0.948% | |
1/24/2024 | Commonwealth Retirement Investments LLC | 11,908 | $289K | 0.2% | N/A | 0.449% | |
1/23/2024 | Trust Co. of Oklahoma | 19,413 | $471K | 0.2% | -21.2% | 0.733% | |
1/18/2024 | WealthCare Investment Partners LLC | 31,126 | $760K | 0.4% | -11.5% | 1.038% | |
1/16/2024 | Raymond James & Associates | 14,907 | $362K | 0.0% | -70.1% | 0.497% | |
1/12/2024 | Apeiron RIA LLC | 16,693 | $405K | 0.1% | -17.4% | 0.538% | |
1/9/2024 | DB Wealth Management Group LLC | 6,573 | $159K | 0.1% | -66.0% | 0.212% | |
11/14/2023 | Gateway Advisory LLC | 77,997 | $1.85M | 0.4% | +5.4% | 1.814% | |
11/13/2023 | LPL Financial LLC | 197,664 | $4.68M | 0.0% | -19.6% | 4.597% | |
11/13/2023 | Regal Investment Advisors LLC | 25,960 | $615K | 0.0% | +74.6% | 0.604% | |
11/13/2023 | Transatlantique Private Wealth LLC | 50,761 | $1.20M | 0.6% | +4.0% | 1.180% | |
11/9/2023 | DB Wealth Management Group LLC | 19,324 | $458K | 0.3% | -62.4% | 0.449% | |
11/8/2023 | Janney Montgomery Scott LLC | 104,477 | $2.47M | 0.0% | -4.8% | 2.430% | |
11/6/2023 | Lincoln National Corp | 18,559 | $439K | 0.0% | -3.8% | 0.432% | |
11/3/2023 | NewSquare Capital LLC | 5,448 | $129K | 0.0% | -99.0% | 0.127% | |
11/3/2023 | Private Advisor Group LLC | 42,605 | $1.01M | 0.0% | -1.1% | 0.979% | |
11/1/2023 | Nilsine Partners LLC | 348,302 | $8.25M | 1.2% | +114.0% | 8.007% | |
11/1/2023 | Csenge Advisory Group | 228,107 | $5.40M | 0.4% | +5.8% | 5.244% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 13,316 | $315K | 0.0% | -97.3% | 0.306% | |
10/24/2023 | Raymond James & Associates | 49,922 | $1.18M | 0.0% | -81.9% | 1.148% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 11,182 | $265K | 0.0% | -57.7% | 0.257% | |
10/23/2023 | Commonwealth Equity Services LLC | 8,951 | $212K | 0.0% | -94.1% | 0.197% | |
10/19/2023 | Apeiron RIA LLC | 20,209 | $479K | 0.2% | +33.4% | 0.444% | |
10/17/2023 | DAVENPORT & Co LLC | 54,569 | $1.29M | 0.0% | -3.9% | 1.102% | |
10/16/2023 | Trust Co. of Oklahoma | 24,651 | $584K | 0.2% | +196.1% | 0.498% | |
10/11/2023 | CWM LLC | 339,706 | $8.04M | 0.0% | +47.6% | 6.596% | |
10/10/2023 | WealthCare Investment Partners LLC | 35,151 | $820K | 0.5% | -32.4% | 0.683% | |
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10/10/2023 | Cyndeo Wealth Partners LLC | 243,643 | $5.77M | 0.6% | -2.5% | 4.731% | |
8/14/2023 | Guardian Wealth Advisors LLC NC | 46,170 | $1.21M | 0.2% | N/A | 0.119% | |
8/11/2023 | Regal Investment Advisors LLC | 14,872 | $390K | 0.0% | +51.9% | 0.038% | |
8/11/2023 | Baird Financial Group Inc. | 199,415 | $5.23M | 0.0% | -3.2% | 0.515% | |
8/10/2023 | Gateway Advisory LLC | 74,000 | $1.94M | 0.4% | +2.2% | 0.191% | |
8/10/2023 | Commonwealth Equity Services LLC | 150,539 | $3.95M | 0.0% | -48.3% | 0.388% | |
8/10/2023 | Private Advisor Group LLC | 43,075 | $1.13M | 0.0% | +21.9% | 0.111% | |
8/10/2023 | Meitav Investment House Ltd. | 1,434 | $38K | 0.0% | N/A | 0.004% | |
8/10/2023 | Cetera Advisor Networks LLC | 27,350 | $717K | 0.0% | -23.4% | 0.071% | |
8/8/2023 | Claro Advisors LLC | 8,359 | $219K | 0.1% | -5.8% | 0.022% | |
8/7/2023 | Lincoln National Corp | 19,296 | $506K | 0.0% | +4.7% | 0.050% | |
8/4/2023 | Envestnet Asset Management Inc. | 79,842 | $2.09M | 0.0% | -0.6% | 0.206% | |
8/4/2023 | IFP Advisors Inc | 2,315 | $44K | 0.0% | -16.0% | 0.006% | |
8/3/2023 | Paragon Private Wealth Management LLC | 35,975 | $943K | 0.8% | -13.6% | 0.093% | |
8/3/2023 | WMG Financial Advisors LLC | 41,047 | $1.08M | 0.8% | -20.6% | 0.106% | |
8/3/2023 | CWM LLC | 230,091 | $6.03M | 0.0% | +51.7% | 0.594% | |
8/3/2023 | NewSquare Capital LLC | 536,591 | $14.07M | 1.5% | +160.1% | 1.385% | |
8/1/2023 | Truist Financial Corp | 332,909 | $8.73M | 0.0% | +3.2% | 0.869% | |
8/1/2023 | Merit Financial Group LLC | 64,361 | $1.69M | 0.1% | N/A | 0.168% | |
7/31/2023 | LPL Financial LLC | 245,920 | $6.45M | 0.0% | -43.7% | 0.642% | |
7/27/2023 | Cyndeo Wealth Partners LLC | 249,926 | $6.55M | 0.7% | +20.6% | 0.653% | |
7/26/2023 | Janney Montgomery Scott LLC | 109,724 | $2.88M | 0.0% | -9.7% | 0.286% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 486,199 | $12.75M | 0.0% | +25.0% | 1.269% | |
7/25/2023 | Raymond James & Associates | 275,407 | $7.22M | 0.0% | +0.3% | 0.719% | |
7/21/2023 | Nilsine Partners LLC | 162,722 | $4.27M | 0.6% | +30.3% | 0.424% | |
7/21/2023 | Kovack Advisors Inc. | 10,223 | $268K | 0.0% | -15.2% | 0.027% | |
7/20/2023 | Apeiron RIA LLC | 15,147 | $397K | 0.1% | +5.6% | 0.039% | |
7/20/2023 | DAVENPORT & Co LLC | 56,794 | $1.49M | 0.0% | +3.1% | 0.148% | |
7/20/2023 | Csenge Advisory Group | 215,648 | $5.65M | 0.4% | N/A | 0.562% | |
7/18/2023 | Atwood & Palmer Inc. | 5,205 | $136K | 0.0% | -38.2% | 0.014% | |
7/13/2023 | MinichMacGregor Wealth Management LLC | 147,038 | $3.86M | 1.2% | -1.7% | 0.386% | |
7/13/2023 | WealthCare Investment Partners LLC | 52,015 | $1.38M | 0.8% | +7.4% | 0.137% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 26,436 | $693K | 0.0% | +4.0% | 0.069% | |
7/12/2023 | Trust Co. of Oklahoma | 8,325 | $218K | 0.1% | N/A | 0.022% | |
7/10/2023 | Outlook Wealth Advisors LLC | 14,963 | $392K | 0.1% | +25.8% | 0.039% | |
5/17/2023 | Advisory Services Network LLC | 408,135 | $10.97M | 0.3% | +13.4% | 1.117% | |
5/16/2023 | First Trust Advisors LP | 25,008,615 | $672.23M | 0.8% | +4.5% | 68.423% | |
5/12/2023 | Gateway Advisory LLC | 72,405 | $1.95M | 0.4% | +12.3% | 0.198% | |
5/12/2023 | NewEdge Advisors LLC | 524,926 | $14.11M | 0.2% | +22.4% | 1.436% | |
5/12/2023 | O Dell Group LLC | 599,773 | $16.12M | 5.2% | +10.2% | 1.641% | |
5/11/2023 | Financial Advocates Investment Management | 31,138 | $837K | 0.1% | +2.3% | 0.085% | |
5/11/2023 | Commonwealth Equity Services LLC | 290,990 | $7.82M | 0.0% | -5.7% | 0.796% | |
5/11/2023 | WealthBridge Capital Management LLC | 8,216 | $221K | 0.1% | N/A | 0.022% | |
5/11/2023 | Gateway Advisory LLC | 1,946,237 | $1.95M | 0.4% | +2,920.0% | 5.325% | |
5/10/2023 | Oppenheimer & Co. Inc. | 14,682 | $395K | 0.0% | N/A | 0.040% | |
5/10/2023 | Private Advisor Group LLC | 35,338 | $950K | 0.0% | N/A | 0.097% | |
5/10/2023 | LPL Financial LLC | 436,782 | $11.74M | 0.0% | -7.3% | 1.195% | |
5/8/2023 | MGO One Seven LLC | 20,025 | $538K | 0.0% | +30.8% | 0.055% | |
5/5/2023 | Truist Financial Corp | 322,641 | $8.67M | 0.0% | +4.7% | 0.883% | |
5/5/2023 | Transatlantique Private Wealth LLC | 48,203 | $1.30M | 0.7% | +10.0% | 0.132% | |
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5/3/2023 | Great Valley Advisor Group Inc. | 7,800 | $210K | 0.0% | -55.9% | 0.021% | |
5/2/2023 | Lincoln National Corp | 18,438 | $496K | 0.0% | N/A | 0.051% | |
5/1/2023 | NewSquare Capital LLC | 206,321 | $5.55M | 0.7% | -3.0% | 0.567% | |
5/1/2023 | CWM LLC | 151,724 | $4.08M | 0.0% | +5.1% | 0.417% | |
4/28/2023 | Janney Montgomery Scott LLC | 121,510 | $3.27M | 0.0% | +281.3% | 0.334% | |
4/27/2023 | Benjamin Edwards Inc. | 2,634 | $71K | 0.0% | +48.4% | 0.007% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 393,917 | $10.59M | 0.4% | +3.0% | 1.082% | |
4/27/2023 | DAVENPORT & Co LLC | 55,062 | $1.48M | 0.0% | +153.0% | 0.151% | |
4/25/2023 | Cyndeo Wealth Partners LLC | 207,219 | $5.57M | 0.6% | N/A | 0.569% | |
4/21/2023 | Atwood & Palmer Inc. | 8,420 | $226K | 0.0% | N/A | 0.023% | |