4/23/2024 | Global Retirement Partners LLC | 703 | $64K | 0.0% | +117.6% | 0.044% | |
4/23/2024 | Masso Torrence Wealth Management Inc. | 23,457 | $2.14M | 1.3% | -27.4% | 1.466% | |
4/20/2024 | Kesler Norman & Wride LLC | 16,399 | $1.49M | 0.3% | -0.9% | 1.025% | |
2/13/2024 | Oppenheimer & Co. Inc. | 36,533 | $3.22M | 0.1% | +54.7% | 1.827% | |
2/9/2024 | Wells Fargo & Company MN | 228,646 | $20.15M | 0.0% | +10.1% | 11.432% | |
2/9/2024 | UBS Group AG | 87,361 | $7.70M | 0.0% | +16.8% | 4.368% | |
|
2/8/2024 | WMG Financial Advisors LLC | 11,332 | $999K | 0.7% | +8.2% | 0.567% | |
2/8/2024 | Foundations Investment Advisors LLC | 12,293 | $1.09M | 0.0% | -32.5% | 0.615% | |
2/8/2024 | Janney Montgomery Scott LLC | 31,979 | $2.82M | 0.0% | -4.1% | 1.599% | |
2/5/2024 | Kestra Private Wealth Services LLC | 81,031 | $7.14M | 0.2% | -2.2% | 4.052% | |
2/2/2024 | Truist Financial Corp | 17,725 | $1.56M | 0.0% | +2.5% | 0.886% | |
2/1/2024 | Masso Torrence Wealth Management Inc. | 32,322 | $2.85M | 1.9% | -50.2% | 1.616% | |
1/29/2024 | Koshinski Asset Management Inc. | 2,400 | $212K | 0.0% | N/A | 0.120% | |
1/24/2024 | Nilsine Partners LLC | 14,436 | $1.27M | 0.2% | -1.7% | 0.722% | |
1/24/2024 | International Assets Investment Management LLC | 227,375 | $20.04M | 0.0% | N/A | 11.369% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 4,552 | $401K | 0.0% | +19.3% | 0.228% | |
1/16/2024 | Raymond James & Associates | 37,669 | $3.32M | 0.0% | -5.2% | 1.883% | |
1/11/2024 | Kesler Norman & Wride LLC | 16,548 | $1.46M | 0.3% | -0.9% | 0.827% | |
11/14/2023 | Private Advisory Group LLC | 3,070 | $250K | 0.0% | -60.5% | 0.150% | |
11/14/2023 | Paragon Private Wealth Management LLC | 16,891 | $1.37M | 1.1% | -2.1% | 0.824% | |
11/13/2023 | Garden State Investment Advisory Services LLC | 12,293 | $1M | 0.5% | +2.5% | 0.600% | |
11/13/2023 | LPL Financial LLC | 144,997 | $11.80M | 0.0% | +8.3% | 7.073% | |
11/13/2023 | Kesler Norman & Wride LLC | 16,703 | $1.36M | 0.3% | -0.8% | 0.815% | |
11/9/2023 | UBS Group AG | 74,781 | $6.08M | 0.0% | +1.0% | 3.648% | |
11/8/2023 | Janney Montgomery Scott LLC | 33,349 | $2.71M | 0.0% | +1.5% | 1.627% | |
11/8/2023 | Oppenheimer & Co. Inc. | 23,616 | $1.92M | 0.0% | +3.5% | 1.152% | |
11/8/2023 | Kestra Private Wealth Services LLC | 82,852 | $6.74M | 0.2% | -5.5% | 4.042% | |
11/7/2023 | Masso Torrence Wealth Management Inc. | 64,898 | $5.28M | 4.1% | -2.3% | 3.166% | |
10/25/2023 | Fortune Financial Advisors LLC | 6,614 | $538K | 0.4% | +5.7% | 0.323% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 3,816 | $310K | 0.0% | -96.9% | 0.186% | |
10/24/2023 | Raymond James & Associates | 39,718 | $3.23M | 0.0% | -5.5% | 1.937% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 10,891 | $886K | 0.0% | -32.0% | 0.531% | |
10/23/2023 | Commonwealth Equity Services LLC | 32,290 | $2.63M | 0.0% | -9.9% | 1.575% | |
10/13/2023 | Global Retirement Partners LLC | 322 | $26K | 0.0% | -60.8% | 0.016% | |
10/5/2023 | Foundations Investment Advisors LLC | 18,215 | $1.48M | 0.0% | +40.4% | 0.889% | |
8/11/2023 | Baird Financial Group Inc. | 34,611 | $2.92M | 0.0% | +85.5% | 1.538% | |
8/11/2023 | Masso Torrence Wealth Management Inc. | 66,435 | $5.60M | 4.0% | +166.5% | 2.953% | |
8/10/2023 | Commonwealth Equity Services LLC | 35,827 | $3.02M | 0.0% | +1.4% | 1.592% | |
8/9/2023 | Flow Traders U.S. LLC | 3,392 | $286K | 0.0% | N/A | 0.151% | |
8/8/2023 | Kestra Private Wealth Services LLC | 87,715 | $7.40M | 0.3% | +2.9% | 3.898% | |
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8/7/2023 | Second Half Financial Partners LLC | 13,564 | $1.14M | 0.3% | N/A | 0.603% | |
8/7/2023 | Fortune Financial Advisors LLC | 6,258 | $528K | 0.4% | N/A | 0.278% | |
8/3/2023 | Paragon Private Wealth Management LLC | 17,248 | $1.46M | 1.2% | -0.7% | 0.767% | |
8/3/2023 | WMG Financial Advisors LLC | 11,891 | $1.00M | 0.7% | -25.3% | 0.528% | |
8/3/2023 | Oppenheimer & Co. Inc. | 22,808 | $1.92M | 0.0% | +36.5% | 1.014% | |
8/1/2023 | Truist Financial Corp | 18,375 | $1.55M | 0.0% | +6.8% | 0.817% | |
7/31/2023 | LPL Financial LLC | 133,887 | $11.29M | 0.0% | +244.5% | 5.951% | |
7/27/2023 | Kesler Norman & Wride LLC | 16,837 | $1.42M | 0.3% | -1.6% | 0.748% | |
7/26/2023 | Janney Montgomery Scott LLC | 32,859 | $2.77M | 0.0% | -2.9% | 1.460% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 124,555 | $10.51M | 0.0% | -17.5% | 5.536% | |
7/25/2023 | Raymond James & Associates | 42,034 | $3.55M | 0.0% | -5.1% | 1.868% | |
7/21/2023 | Nilsine Partners LLC | 14,559 | $1.23M | 0.2% | -4.1% | 0.647% | |
7/19/2023 | Foundations Investment Advisors LLC | 12,973 | $1.09M | 0.0% | +5.5% | 0.577% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 9,608 | $810K | 0.0% | N/A | 0.418% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 16,025 | $1.35M | 0.0% | +5.0% | 0.697% | |
7/10/2023 | AE Wealth Management LLC | 52,718 | $4.45M | 0.0% | N/A | 2.292% | |
5/12/2023 | Masso Torrence Wealth Management Inc. | 24,925 | $2.06M | 1.6% | N/A | 1.246% | |
5/11/2023 | Commonwealth Equity Services LLC | 35,336 | $2.91M | 0.0% | -3.9% | 1.767% | |
5/10/2023 | Oppenheimer & Co. Inc. | 16,705 | $1.38M | 0.0% | -4.3% | 0.835% | |
5/10/2023 | LPL Financial LLC | 38,866 | $3.21M | 0.0% | +27.2% | 1.943% | |
5/8/2023 | Global Retirement Partners LLC | 918 | $74K | 0.0% | +83.6% | 0.046% | |
5/5/2023 | Truist Financial Corp | 17,201 | $1.42M | 0.0% | -7.5% | 0.860% | |
4/28/2023 | Janney Montgomery Scott LLC | 33,836 | $2.79M | 0.0% | -0.4% | 1.651% | |
4/25/2023 | Foundations Investment Advisors LLC | 12,299 | $1.01M | 0.0% | +276.3% | 0.600% | |
4/19/2023 | International Assets Investment Management LLC | 4,995 | $675K | 0.1% | N/A | 0.250% | |
4/18/2023 | WMG Financial Advisors LLC | 15,908 | $1.31M | 1.1% | +14.6% | 0.795% | |
4/17/2023 | Paragon Private Wealth Management LLC | 17,375 | $1.43M | 1.2% | -24.9% | 0.869% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 150,985 | $12.45M | 0.0% | N/A | 7.549% | |
4/14/2023 | Raymond James & Associates | 44,298 | $3.65M | 0.0% | -3.8% | 2.215% | |
4/11/2023 | Kesler Norman & Wride LLC | 17,105 | $1.41M | 0.4% | -8.0% | 0.855% | |
2/14/2023 | Paragon Private Wealth Management LLC | 23,129 | $1.77M | 1.6% | +5.1% | 1.250% | |
2/9/2023 | Financial Enhancement Group LLC | 109,891 | $9.05M | 1.7% | -4.8% | 5.940% | |
2/8/2023 | Raymond James & Associates | 46,025 | $3.51M | 0.0% | -14.8% | 2.488% | |
2/8/2023 | UBS Group AG | 71,697 | $5.47M | 0.0% | +1.8% | 3.876% | |
2/8/2023 | Oppenheimer & Co. Inc. | 17,451 | $1.33M | 0.0% | -2.6% | 0.943% | |
2/7/2023 | Commonwealth Equity Services LLC | 36,763 | $2.81M | 0.0% | -2.6% | 1.987% | |
2/7/2023 | LPL Financial LLC | 30,561 | $2.33M | 0.0% | +58.4% | 1.652% | |
2/7/2023 | Envestnet Asset Management Inc. | 3,149 | $240K | 0.0% | N/A | 0.170% | |
2/7/2023 | Kesler Norman & Wride LLC | 18,591 | $1.42M | 0.4% | -1.7% | 1.005% | |
2/1/2023 | Janney Montgomery Scott LLC | 33,975 | $2.59M | 0.0% | -3.5% | 1.836% | |
2/1/2023 | Kestra Private Wealth Services LLC | 68,311 | $5.21M | 0.3% | N/A | 3.692% | |
1/30/2023 | Concourse Financial Group Securities Inc. | 668 | $51K | 0.0% | -40.9% | 0.036% | |
1/11/2023 | Foundations Investment Advisors LLC | 3,268 | $249K | 0.0% | N/A | 0.187% | |
12/5/2022 | Centaurus Financial Inc. | 1,540 | $108K | 0.0% | N/A | 0.093% | |
11/15/2022 | Commonwealth Equity Services LLC | 37,746 | $2.64M | 0.0% | +8.6% | 2.288% | |
11/14/2022 | Gateway Advisory LLC | 43,940 | $3.07M | 0.8% | N/A | 2.663% | |
11/14/2022 | MML Investors Services LLC | 15,707 | $1.10M | 0.0% | -0.8% | 0.952% | |
11/14/2022 | Oppenheimer & Co. Inc. | 17,923 | $1.25M | 0.0% | -16.5% | 1.086% | |
11/10/2022 | UBS Group AG | 70,440 | $4.92M | 0.0% | -4.2% | 4.269% | |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 2,959 | $207K | 0.0% | +12.3% | 0.179% | |
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10/27/2022 | Financial Enhancement Group LLC | 115,385 | $8.06M | 1.9% | +135.0% | 6.993% | |
10/26/2022 | Truist Financial Corp | 17,474 | $1.22M | 0.0% | -2.0% | 1.028% | |
10/25/2022 | Janney Montgomery Scott LLC | 35,220 | $2.46M | 0.0% | +0.5% | 2.072% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 4,167 | $291K | 0.0% | -32.9% | 0.245% | |
10/19/2022 | Kesler Norman & Wride LLC | 18,922 | $1.32M | 0.4% | +99.3% | 1.113% | |
10/18/2022 | WMG Financial Advisors LLC | 13,784 | $972K | 0.9% | +8.3% | 0.811% | |
10/13/2022 | Onyx Bridge Wealth Group LLC | 9,158 | $643K | 0.3% | N/A | 0.539% | |
8/13/2022 | Flow Traders U.S. LLC | 3,134 | $221K | 0.0% | N/A | 0.202% | |
8/11/2022 | UBS Group AG | 73,508 | $5.19M | 0.0% | -0.8% | 4.742% | |
8/8/2022 | Baird Financial Group Inc. | 17,853 | $1.26M | 0.0% | +3.6% | 1.152% | |