5/2/2025 | Bogart Wealth LLC | 18,289 | $2.17M | 0.1% | +6.5% | 1.793% | |
4/30/2025 | Stratos Wealth Partners LTD. | 50,465 | $6.00M | 0.1% | +2,016.8% | 4.948% | |
4/29/2025 | Envestnet Asset Management Inc. | 173,443 | $20.61M | 0.0% | +0.6% | 17.004% | |
4/28/2025 | Private Trust Co. NA | 1,094 | $130K | 0.0% | +62.3% | 0.107% | |
4/25/2025 | Valley National Advisers Inc. | 2,680 | $318K | 0.1% | -30.4% | 0.263% | |
4/24/2025 | Kessler Investment Group LLC | 584 | $69K | 0.0% | -17.4% | 0.057% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,058 | $482K | 0.0% | -43.9% | 0.383% | |
4/7/2025 | GAMMA Investing LLC | 11,642 | $13.83M | 0.0% | +11,779.6% | 0.756% | |
2/17/2025 | Citadel Advisors LLC | 2,422 | $325K | 0.0% | -62.2% | 0.152% | |
2/17/2025 | Bank of America Corp DE | 165,100 | $22.18M | 0.0% | +6.5% | 10.384% | |
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2/14/2025 | Stifel Financial Corp | 8,653 | $1.16M | 0.0% | -1.8% | 0.544% | |
2/14/2025 | Tower Research Capital LLC TRC | 6,300 | $847K | 0.0% | +129.1% | 0.396% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 2,025 | $272K | 0.0% | N/A | 0.127% | |
2/13/2025 | Envestnet Asset Management Inc. | 172,373 | $23.16M | 0.0% | +0.6% | 10.841% | |
2/13/2025 | Wells Fargo & Company MN | 9,657 | $1.30M | 0.0% | -7.2% | 0.607% | |
2/12/2025 | RiverFront Investment Group LLC | 162,131 | $21.79M | 0.5% | +8.1% | 10.197% | |
2/12/2025 | JPMorgan Chase & Co. | 7,260 | $976K | 0.0% | +28.7% | 0.457% | |
2/11/2025 | Modern Wealth Management LLC | 23,603 | $3.28M | 0.1% | N/A | 1.484% | |
2/11/2025 | LPL Financial LLC | 51,747 | $6.95M | 0.0% | +14.4% | 3.255% | |
2/11/2025 | Virtu Financial LLC | 18,242 | $2.45M | 0.1% | N/A | 1.147% | |
2/7/2025 | HighTower Advisors LLC | 5,287 | $710K | 0.0% | +157.4% | 0.333% | |
2/7/2025 | Amundi | 9,042 | $1.22M | 0.0% | N/A | 0.569% | |
2/6/2025 | Raymond James Financial Inc. | 73,336 | $9.85M | 0.0% | N/A | 4.612% | |
2/6/2025 | Cookson Peirce & Co. Inc. | 1,810 | $243K | 0.0% | -3.9% | 0.114% | |
2/6/2025 | Jones Financial Companies Lllp | 257 | $35K | 0.0% | +542.5% | 0.016% | |
2/5/2025 | US Bancorp DE | 2,014 | $271K | 0.0% | -80.0% | 0.127% | |
2/3/2025 | Private Advisor Group LLC | 5,763 | $774K | 0.0% | -60.0% | 0.362% | |
1/31/2025 | Truist Financial Corp | 4,212 | $566K | 0.0% | -2.0% | 0.265% | |
1/30/2025 | Kessler Investment Group LLC | 707 | $95K | 0.0% | -33.1% | 0.044% | |
1/30/2025 | Bogart Wealth LLC | 17,179 | $2.31M | 0.1% | +4.1% | 1.080% | |
1/29/2025 | Avion Wealth | 500 | $67K | 0.0% | N/A | 0.031% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 1,684 | $226K | 0.0% | N/A | 0.106% | |
1/29/2025 | Savant Capital LLC | 1,595 | $214K | 0.0% | N/A | 0.100% | |
1/27/2025 | Elm3 Financial Group LLC | 1,820 | $245K | 0.2% | N/A | 0.114% | |
1/27/2025 | Stratos Wealth Partners LTD. | 2,384 | $320K | 0.0% | +20.5% | 0.150% | |
1/24/2025 | Valley National Advisers Inc. | 3,851 | $517K | 0.1% | +22.8% | 0.242% | |
1/17/2025 | Janney Montgomery Scott LLC | 21,508 | $2.89M | 0.0% | -2.1% | 1.353% | |
1/13/2025 | Salem Investment Counselors Inc. | 24,833 | $3.34M | 0.1% | -2.6% | 1.562% | |
1/10/2025 | Harbor Capital Advisors Inc. | 2,257 | $303K | 0.0% | N/A | 0.142% | |
12/26/2024 | JPMorgan Chase & Co. | 5,639 | $746K | 0.0% | +23.5% | 0.381% | |
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11/15/2024 | MML Investors Services LLC | 4,557 | $603K | 0.0% | -60.9% | 0.308% | |
11/15/2024 | Stifel Financial Corp | 8,812 | $1.17M | 0.0% | +1.3% | 0.595% | |
11/7/2024 | MAI Capital Management | 67,035 | $8.87M | 0.1% | -22.7% | 4.529% | |
11/1/2024 | Source Financial Advisors LLC | 1,637 | $217K | 0.1% | N/A | 0.110% | |
10/29/2024 | Janney Montgomery Scott LLC | 21,973 | $2.91M | 0.0% | -2.3% | 1.475% | |
10/24/2024 | Riggs Asset Managment Co. Inc. | 213 | $28K | 0.0% | N/A | 0.014% | |
10/24/2024 | Valley National Advisers Inc. | 3,136 | $414K | 0.1% | +28.2% | 0.209% | |
10/23/2024 | Bogart Wealth LLC | 16,503 | $2.18M | 0.1% | +6.1% | 1.100% | |
10/22/2024 | Private Advisor Group LLC | 14,395 | $1.90M | 0.0% | +14.1% | 0.960% | |
10/21/2024 | Kessler Investment Group LLC | 1,057 | $140K | 0.1% | +1,255.1% | 0.070% | |
10/18/2024 | Raymond James & Associates | 72,894 | $9.64M | 0.0% | -1.2% | 4.860% | |
10/10/2024 | Koshinski Asset Management Inc. | 2,582 | $342K | 0.0% | N/A | 0.172% | |
10/9/2024 | Marcum Wealth LLC | 1,515 | $200K | 0.0% | N/A | 0.101% | |
8/28/2024 | RiverFront Investment Group LLC | 136,872 | $16.43M | 0.4% | +10.6% | 9.186% | |
8/8/2024 | Envestnet Asset Management Inc. | 189,026 | $22.69M | 0.0% | +2.4% | 12.686% | |
8/5/2024 | Private Advisor Group LLC | 12,617 | $1.52M | 0.0% | -42.6% | 0.847% | |
7/19/2024 | Raymond James & Associates | 73,759 | $8.86M | 0.0% | +3.2% | 4.984% | |
7/9/2024 | Harbor Capital Advisors Inc. | 609 | $73K | 0.0% | N/A | 0.040% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 2,204 | $280K | 0.0% | N/A | 0.143% | |
5/8/2024 | US Bancorp DE | 10,086 | $1.28M | 0.0% | +400.5% | 0.655% | |
5/2/2024 | RiverFront Investment Group LLC | 123,785 | $15.70M | 0.4% | +11.7% | 8.091% | |
5/1/2024 | Janney Montgomery Scott LLC | 23,839 | $3.02M | 0.0% | +1.4% | 1.558% | |
5/1/2024 | Source Financial Advisors LLC | 1,654 | $210K | 0.1% | -46.3% | 0.108% | |
4/30/2024 | Private Advisor Group LLC | 21,973 | $2.79M | 0.0% | +112.2% | 1.436% | |
4/22/2024 | Raymond James & Associates | 71,479 | $9.07M | 0.0% | +0.9% | 4.672% | |
4/19/2024 | Valley National Advisers Inc. | 2,446 | $310K | 0.0% | +106.8% | 0.158% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 2,037 | $236K | 0.2% | N/A | 0.144% | |
2/13/2024 | TFG Advisers LLC | 1,938 | $225K | 0.1% | N/A | 0.137% | |
2/9/2024 | LWS Wealth Advisors Inc. | 93,933 | $10.89M | 4.1% | +4.8% | 6.662% | |
2/8/2024 | Janney Montgomery Scott LLC | 23,507 | $2.73M | 0.0% | +2.8% | 1.667% | |
2/6/2024 | Private Advisor Group LLC | 10,357 | $1.20M | 0.0% | +2.4% | 0.735% | |
2/5/2024 | RiverFront Investment Group LLC | 110,803 | $12.85M | 0.4% | +6.0% | 7.858% | |
2/2/2024 | Truist Financial Corp | 7,599 | $881K | 0.0% | +2.4% | 0.539% | |
1/30/2024 | Cookson Peirce & Co. Inc. | 1,942 | $225K | 0.0% | N/A | 0.138% | |
1/25/2024 | Valley National Advisers Inc. | 1,183 | $137K | 0.0% | N/A | 0.085% | |
1/24/2024 | Stratos Wealth Partners LTD. | 1,943 | $225K | 0.0% | N/A | 0.139% | |
1/16/2024 | Raymond James & Associates | 70,875 | $8.22M | 0.0% | -2.3% | 5.063% | |
1/16/2024 | Salem Investment Counselors Inc. | 25,502 | $2.96M | 0.1% | -2.4% | 1.822% | |
1/8/2024 | Harbor Capital Advisors Inc. | 8,644 | $1.00M | 0.2% | +55.5% | 0.617% | |
11/13/2023 | Envestnet Asset Management Inc. | 182,257 | $18.13M | 0.0% | +164.5% | 13.601% | |
11/9/2023 | UBS Group AG | 51,249 | $5.10M | 0.0% | +0.5% | 3.825% | |
11/8/2023 | Janney Montgomery Scott LLC | 22,875 | $2.28M | 0.0% | -2.7% | 1.707% | |
11/7/2023 | RiverFront Investment Group LLC | 104,538 | $10.40M | 0.4% | +5.1% | 7.801% | |
11/3/2023 | Private Advisor Group LLC | 10,116 | $1.01M | 0.0% | N/A | 0.755% | |
10/24/2023 | Raymond James & Associates | 72,527 | $7.21M | 0.0% | -1.1% | 5.333% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 2,380 | $237K | 0.0% | -15.4% | 0.175% | |
10/20/2023 | Harbor Capital Advisors Inc. | 5,559 | $553K | 0.1% | +5.6% | 0.409% | |
10/18/2023 | Private Trust Co. NA | 311 | $31K | 0.0% | N/A | 0.023% | |
8/10/2023 | GeoWealth Management LLC | 3,041 | $317K | 0.0% | N/A | 0.239% | |
8/9/2023 | Flow Traders U.S. LLC | 8,296 | $864K | 0.0% | N/A | 0.653% | |
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8/4/2023 | Envestnet Asset Management Inc. | 68,900 | $7.17M | 0.0% | N/A | 5.425% | |
8/3/2023 | Oppenheimer & Co. Inc. | 5,748 | $598K | 0.0% | N/A | 0.453% | |
8/1/2023 | RiverFront Investment Group LLC | 99,468 | $10.35M | 0.3% | N/A | 7.894% | |
8/1/2023 | RFP Financial Group LLC | 1,386 | $144K | 0.1% | N/A | 0.110% | |
8/1/2023 | Truist Financial Corp | 7,402 | $771K | 0.0% | N/A | 0.587% | |
7/31/2023 | LPL Financial LLC | 14,852 | $1.55M | 0.0% | +124.4% | 1.179% | |
7/28/2023 | AlphaMark Advisors LLC | 255 | $27K | 0.0% | -28.0% | 0.020% | |
7/28/2023 | Koshinski Asset Management Inc. | 2,774 | $289K | 0.0% | N/A | 0.220% | |
7/28/2023 | LWS Wealth Advisors Inc. | 91,002 | $9.47M | 4.0% | -5.0% | 7.222% | |
7/26/2023 | Janney Montgomery Scott LLC | 23,513 | $2.45M | 0.0% | N/A | 1.866% | |