3/8/2023 | Capital Asset Advisory Services LLC | 496,897 | $9.21M | 0.7% | N/A | 4.538% | |
2/17/2023 | Truist Financial Corp | 28,679 | $0.53M | 0.0% | -4.7% | 0.262% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 3,126 | $58K | 0.0% | +53.9% | 0.029% | |
2/15/2023 | 1776 Wealth LLC | 40,201 | $0.74M | 0.5% | -5.9% | 0.367% | |
2/15/2023 | Jane Street Group LLC | 90,237 | $1.66M | 0.0% | +247.0% | 0.824% | |
2/15/2023 | Kraft Davis & Associates LLC | 121,941 | $2.27M | 0.9% | N/A | 1.114% | |
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2/15/2023 | FinTrust Capital Advisors LLC | 8,892 | $0.16M | 0.0% | -35.1% | 0.081% | |
2/15/2023 | Atlas Private Wealth Advisors | 14,284 | $0.26M | 0.1% | -55.5% | 0.130% | |
2/14/2023 | Susquehanna International Group LLP | 104,854 | $1.93M | 0.0% | +257.0% | 0.958% | |
2/14/2023 | EdgeRock Capital LLC | 842,142 | $15.53M | 8.7% | -9.9% | 7.691% | |
2/14/2023 | Cetera Advisor Networks LLC | 20,139 | $0.37M | 0.0% | -9.7% | 0.184% | |
2/14/2023 | Cetera Investment Advisers | 33,878 | $0.63M | 0.0% | -2.0% | 0.309% | |
2/10/2023 | Ameritas Advisory Services LLC | 86,395 | $1.59M | 0.1% | -23.1% | 0.789% | |
2/10/2023 | Advisor Group Holdings Inc. | 142,169 | $2.62M | 0.0% | -14.6% | 1.298% | |
2/10/2023 | Wealthsource Partners LLC | 26,245 | $0.48M | 0.0% | N/A | 0.240% | |
2/9/2023 | HighTower Advisors LLC | 19,724 | $0.36M | 0.0% | -55.3% | 0.180% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 189,153 | $3.49M | 0.0% | -21.0% | 1.727% | |
2/8/2023 | Raymond James & Associates | 18,818 | $0.35M | 0.0% | -19.9% | 0.172% | |
2/8/2023 | UBS Group AG | 5,253 | $97K | 0.0% | +260.3% | 0.048% | |
2/8/2023 | Belpointe Asset Management LLC | 11,911 | $0.22M | 0.0% | -62.8% | 0.109% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 20,667 | $0.38M | 0.0% | -23.6% | 0.189% | |
2/7/2023 | Commonwealth Equity Services LLC | 95,837 | $1.77M | 0.0% | -34.7% | 0.875% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 12,083 | $0.22M | 0.0% | +6.0% | 0.110% | |
2/7/2023 | LPL Financial LLC | 1,087,184 | $20.05M | 0.0% | +0.5% | 9.929% | |
2/7/2023 | Envestnet Asset Management Inc. | 39,047 | $0.72M | 0.0% | -92.8% | 0.357% | |
2/3/2023 | Larson Financial Group LLC | 48,524 | $0.90M | 0.1% | -1.5% | 0.443% | |
2/3/2023 | Capital Investment Advisory Services LLC | 5,103 | $94K | 0.0% | +45.8% | 0.047% | |
2/2/2023 | Resources Investment Advisors LLC. | 11,000 | $0.20M | 0.0% | N/A | 0.100% | |
2/1/2023 | Gladstone Institutional Advisory LLC | 103,362 | $1.91M | 0.1% | -4.8% | 0.944% | |
2/1/2023 | Creative Financial Designs Inc. ADV | 6,464 | $0.12M | 0.0% | +42.5% | 0.059% | |
1/31/2023 | Kestra Advisory Services LLC | 877,194 | $16.18M | 0.1% | -34.5% | 7.938% | |
1/31/2023 | AE Wealth Management LLC | 865,567 | $15.96M | 0.1% | -7.9% | 7.833% | |
1/27/2023 | GPS Wealth Strategies Group LLC | 40,200 | $0.74M | 0.2% | N/A | 0.364% | |
1/24/2023 | Sigma Planning Corp | 34,055 | $0.63M | 0.0% | +3.5% | 0.308% | |
1/18/2023 | Private Advisor Group LLC | 181,728 | $1.24B | 0.1% | -15.4% | 1.637% | |
1/18/2023 | BlackDiamond Wealth Management Inc. | 10,702 | $0.20M | 0.2% | N/A | 0.096% | |
1/17/2023 | Sterling Manor Financial LLC | 40,152 | $0.74M | 0.8% | -3.0% | 0.362% | |
1/12/2023 | Mutual Advisors LLC | 224,436 | $4.14M | 0.2% | +0.7% | 2.022% | |
1/11/2023 | Onyx Bridge Wealth Group LLC | 21,492 | $0.40M | 0.2% | -34.0% | 0.194% | |
11/16/2022 | Jane Street Group LLC | 26,003 | $0.48M | 0.0% | -66.3% | 0.246% | |
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11/15/2022 | Belpointe Asset Management LLC | 31,998 | $0.59M | 0.0% | -34.7% | 0.303% | |
11/15/2022 | Citadel Advisors LLC | 29,749 | $0.55M | 0.0% | -19.6% | 0.282% | |
11/15/2022 | Commonwealth Equity Services LLC | 146,842 | $2.70M | 0.0% | -11.5% | 1.392% | |
11/14/2022 | Ameritas Advisory Services LLC | 112,382 | $2.06M | 0.1% | -11.5% | 1.065% | |
11/14/2022 | Royal Bank of Canada | 347,060 | $6.38M | 0.0% | +881.4% | 3.290% | |
11/14/2022 | MML Investors Services LLC | 61,679 | $1.13M | 0.0% | -4.9% | 0.585% | |
11/14/2022 | Atlas Private Wealth Advisors | 32,130 | $0.59M | 0.4% | -85.0% | 0.305% | |
11/10/2022 | Envestnet Asset Management Inc. | 545,304 | $10.02M | 0.0% | -2.1% | 5.169% | |
11/10/2022 | Sigma Planning Corp | 32,918 | $0.61M | 0.0% | -4.8% | 0.312% | |
11/10/2022 | UBS Group AG | 1,458 | $27K | 0.0% | -77.8% | 0.014% | |
11/9/2022 | Jacobi Capital Management LLC | 27,866 | $0.51M | 0.1% | -2.7% | 0.264% | |
11/8/2022 | Mach 1 Financial Group LLC | 1,420 | $26K | 0.0% | N/A | 0.013% | |
11/7/2022 | Western Wealth Management LLC | 29,494 | $0.54M | 0.0% | +59.6% | 0.280% | |
11/3/2022 | Trustcore Financial Services LLC | 12,461 | $0.23M | 0.0% | -7.4% | 0.118% | |
11/1/2022 | Kestra Advisory Services LLC | 1,338,574 | $24.59M | 0.3% | -5.5% | 12.688% | |
11/1/2022 | Creative Financial Designs Inc. ADV | 4,536 | $83K | 0.0% | +22.1% | 0.043% | |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 11,395 | $0.21M | 0.0% | +204.0% | 0.108% | |
10/26/2022 | Truist Financial Corp | 30,108 | $0.55M | 0.0% | -44.9% | 0.284% | |
10/25/2022 | Raymond James & Associates | 23,493 | $0.43M | 0.0% | -91.8% | 0.220% | |
10/25/2022 | AE Wealth Management LLC | 939,804 | $17.26M | 0.1% | +9.5% | 8.783% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 239,442 | $4.40M | 0.0% | -1.3% | 2.238% | |
10/24/2022 | G&S Capital LLC | 15,180 | $0.28M | 0.1% | +42.9% | 0.142% | |
10/20/2022 | Gladstone Institutional Advisory LLC | 108,550 | $1.99M | 0.2% | +91.0% | 1.014% | |
10/17/2022 | Private Trust Co. NA | 5,065 | $93K | 0.0% | +43.1% | 0.047% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 27,057 | $0.50M | 0.0% | -63.0% | 0.253% | |
10/14/2022 | Private Advisor Group LLC | 214,775 | $3.95M | 0.0% | +17.5% | 1.953% | |
10/14/2022 | EdgeRock Capital LLC | 934,692 | $17.17M | 9.8% | +9.5% | 8.497% | |
10/13/2022 | Onyx Bridge Wealth Group LLC | 32,556 | $0.60M | 0.3% | +71.3% | 0.296% | |
10/12/2022 | Sterling Manor Financial LLC | 41,377 | $0.76M | 0.9% | +23.2% | 0.376% | |
10/5/2022 | EdgeRock Capital LLC | 846,655 | $15.83M | 10.9% | -0.8% | 7.697% | |
9/16/2022 | Private Trust Co. NA | 3,540 | $66K | 0.0% | N/A | 0.032% | |
8/18/2022 | Atlas Private Wealth Advisors | 214,326 | $4.01M | 2.4% | -30.4% | 1.948% | |
8/16/2022 | Jane Street Group LLC | 77,235 | $1.44M | 0.0% | -12.5% | 0.702% | |
8/15/2022 | Mutual Advisors LLC | 222,820 | $4.17M | 0.3% | +0.4% | 2.026% | |
8/15/2022 | Citadel Advisors LLC | 36,980 | $0.69M | 0.0% | N/A | 0.336% | |
8/12/2022 | LPL Financial LLC | 1,334,155 | $24.95M | 0.0% | -28.1% | 12.129% | |
8/12/2022 | Financial Advocates Investment Management | 11,125 | $0.21M | 0.0% | N/A | 0.101% | |
8/11/2022 | Cetera Investment Advisers | 24,043 | $0.45M | 0.0% | -3.9% | 0.219% | |
8/11/2022 | Cetera Advisor Networks LLC | 22,083 | $0.41M | 0.0% | +18.0% | 0.201% | |
8/11/2022 | Cetera Advisors LLC | 99,652 | $1.86M | 0.0% | -57.6% | 0.906% | |
8/11/2022 | Sigma Planning Corp | 34,568 | $0.65M | 0.0% | -2.4% | 0.314% | |
8/11/2022 | UBS Group AG | 6,582 | $0.12M | 0.0% | +344.1% | 0.060% | |
8/11/2022 | Capital Asset Advisory Services LLC | 511,085 | $9.56M | 1.1% | +0.8% | 4.646% | |
8/5/2022 | Meridian Wealth Management LLC | 13,107 | $0.25M | 0.0% | N/A | 0.119% | |
8/5/2022 | Jacobi Capital Management LLC | 28,653 | $0.54M | 0.1% | +17.8% | 0.260% | |
8/4/2022 | Larson Financial Group LLC | 49,379 | $0.92M | 0.2% | -4.5% | 0.449% | |
8/3/2022 | Envestnet Asset Management Inc. | 557,142 | $10.42M | 0.0% | +10.3% | 5.065% | |
8/3/2022 | Sterling Manor Financial LLC | 33,578 | $0.63M | 0.8% | -14.9% | 0.289% | |
8/3/2022 | EdgeRock Capital LLC | 853,281 | $15.96M | 10.9% | N/A | 7.356% | |
8/3/2022 | AE Wealth Management LLC | 858,654 | $16.06M | 0.1% | -3.2% | 7.402% | |
|
8/2/2022 | Belpointe Asset Management LLC | 48,989 | $0.92M | 0.1% | +6.0% | 0.422% | |
8/1/2022 | Creative Financial Designs Inc. ADV | 3,715 | $69K | 0.0% | +635.6% | 0.032% | |
7/29/2022 | Echo Wealth Management LLC | 19,318 | $0.36M | 0.5% | -19.3% | 0.160% | |
7/28/2022 | D.A. Davidson & CO. | 10,698 | $0.20M | 0.0% | -63.6% | 0.088% | |
7/25/2022 | Onyx Bridge Wealth Group LLC | 19,001 | $0.36M | 0.2% | +65.4% | 0.157% | |
7/22/2022 | BlackDiamond Wealth Management Inc. | 125,410 | $2.36M | 2.9% | +233.1% | 1.036% | |
7/22/2022 | Truist Financial Corp | 54,660 | $1.02M | 0.0% | -72.8% | 0.452% | |
7/19/2022 | Commonwealth Equity Services LLC | 165,890 | $3.10M | 0.0% | -14.2% | 1.371% | |
7/18/2022 | Western Wealth Management LLC | 18,478 | $0.35M | 0.0% | +24.4% | 0.153% | |
7/13/2022 | Private Advisor Group LLC | 182,833 | $3.42M | 0.0% | -36.1% | 1.505% | |