4/26/2024 | Meridian Wealth Management LLC | 434,324 | $4.35M | 0.7% | +3.4% | 0.000% | |
4/24/2024 | Essex Financial Services Inc. | 45,939 | $460K | 0.0% | +10.4% | 0.000% | |
4/23/2024 | Wealth Advisory Solutions LLC | 39,033 | $391K | 0.1% | N/A | 0.000% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 29,293 | $293K | 0.0% | -11.3% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 560,623 | $5.61M | 0.0% | -4.0% | 0.000% | |
4/22/2024 | Sollinda Capital Management LLC | 10,500 | $105K | 0.0% | -22.8% | 0.000% | |
|
4/22/2024 | Raymond James & Associates | 3,015,846 | $30.19M | 0.0% | -5.6% | 0.000% | |
4/22/2024 | Eagle Bluffs Wealth Management LLC | 22,378 | $224K | 0.1% | -9.6% | 0.000% | |
4/15/2024 | Eagle Rock Investment Company LLC | 13,038 | $131K | 0.0% | N/A | 0.000% | |
4/13/2024 | Parkside Investments LLC | 35,754 | $358K | 0.1% | +56.4% | 0.000% | |
4/11/2024 | Cooper Financial Group | 84,231 | $843K | 0.1% | +6.0% | 0.000% | |
4/11/2024 | Sanders Morris Harris LLC | 61,200 | $613K | 0.1% | N/A | 0.000% | |
4/11/2024 | RFG Advisory LLC | 89,448 | $895K | 0.0% | -3.2% | 0.000% | |
4/11/2024 | Cadent Capital Advisors LLC | 878,977 | $8.80M | 3.5% | +2.6% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 11,000 | $97K | 0.0% | N/A | 0.000% | |
3/26/2024 | HighPoint Advisor Group LLC | 29,703 | $261K | 0.0% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 130,081 | $1.14M | 0.0% | -7.1% | 0.000% | |
3/6/2024 | SageView Advisory Group LLC | 12,057 | $107K | 0.0% | N/A | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 24,000 | $209K | 0.0% | N/A | 0.000% | |
2/21/2024 | WNY Asset Management LLC | 491,423 | $4.32M | 0.7% | +3.8% | 0.000% | |
2/14/2024 | Garner Asset Management Corp | 301,407 | $2.59M | 1.0% | +135.4% | 0.000% | |
2/14/2024 | Sollinda Capital Management LLC | 13,604 | $119K | 0.0% | N/A | 0.000% | |
2/14/2024 | Waterloo Capital L.P. | 18,820 | $165K | 0.0% | +14.4% | 0.000% | |
2/13/2024 | Platform Technology Partners | 24,782 | $216K | 0.1% | +50.1% | 0.000% | |
2/13/2024 | Lokken Investment Group LLC | 45,594 | $400K | 0.2% | N/A | 0.000% | |
2/13/2024 | Quantedge Capital Pte Ltd | 677,894 | $5.95M | 2.9% | +72.3% | 0.000% | |
2/13/2024 | Aristides Capital LLC | 91,063 | $800K | 0.3% | N/A | 0.000% | |
2/13/2024 | Cetera Advisor Networks LLC | 7,033,362 | $61.75M | 0.3% | -11.1% | 0.000% | |
2/13/2024 | Oppenheimer & Co. Inc. | 204,779 | $1.80M | 0.0% | +137.0% | 0.000% | |
2/13/2024 | Cornerstone Advisory LLC | 167,960 | $1.48M | 0.2% | -2.1% | 0.000% | |
2/13/2024 | Bard Associates Inc. | 27,493 | $241K | 0.1% | +32.7% | 0.000% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 326,642 | $2.87M | 1.4% | -6.8% | 0.000% | |
2/12/2024 | Private Wealth Strategies L.L.C. | 131,509 | $1.16M | 0.3% | -2.2% | 0.000% | |
2/12/2024 | Stifel Financial Corp | 670,320 | $5.89M | 0.0% | +42.8% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 48,584 | $427K | 0.0% | +3.9% | 0.000% | |
2/12/2024 | Hilltop Holdings Inc. | 66,292 | $582K | 0.1% | -4.1% | 0.000% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 33,033 | $290K | 0.0% | N/A | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 28,813 | $253K | 0.0% | +28.8% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 1,258,090 | $11.05M | 0.0% | +51.8% | 0.000% | |
2/9/2024 | Cornerstone Advisors LLC | 29,900 | $263K | 0.0% | N/A | 0.000% | |
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2/9/2024 | UBS Group AG | 1,221,864 | $10.73M | 0.0% | +3.9% | 0.000% | |
2/8/2024 | Brown Advisory Inc. | 2,697,416 | $23.68M | 0.0% | -0.1% | 0.000% | |
2/8/2024 | Matisse Capital | 105,311 | $925K | 0.5% | N/A | 0.000% | |
2/8/2024 | Strait & Sound Wealth Management LLC | 24,941 | $211K | 0.1% | N/A | 0.000% | |
2/8/2024 | Meridian Wealth Management LLC | 419,965 | $3.69M | 0.2% | -49.3% | 0.000% | |
2/8/2024 | Eagle Bay Advisors LLC | 4,184 | $37K | 0.0% | N/A | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 361,012 | $3.17M | 0.0% | +225.3% | 0.000% | |
2/7/2024 | NBC Securities Inc. | 6,295 | $55K | 0.0% | N/A | 0.000% | |
2/7/2024 | Principal Securities Inc. | 3,875 | $34K | 0.0% | N/A | 0.000% | |
2/7/2024 | Kayne Anderson Capital Advisors LP | 1,614,122 | $14.17M | 0.4% | N/A | 0.000% | |
2/6/2024 | Apollon Wealth Management LLC | 22,468 | $197K | 0.0% | +33.1% | 0.000% | |
2/6/2024 | Lincoln National Corp | 52,787 | $463K | 0.0% | +2.3% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 17,345 | $152K | 0.0% | N/A | 0.000% | |
2/6/2024 | Pointe Capital Management LLC | 19,718 | $173K | 0.1% | N/A | 0.000% | |
2/6/2024 | FourThought Financial Partners LLC | 230,564 | $2.02M | 0.3% | N/A | 0.000% | |
2/6/2024 | Axxcess Wealth Management LLC | 33,934 | $298K | 0.0% | +4.7% | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 42,350 | $372K | 0.0% | -6.6% | 0.000% | |
2/6/2024 | Essex Financial Services Inc. | 41,624 | $365K | 0.0% | -5.3% | 0.000% | |
2/5/2024 | Beck Bode LLC | 76,690 | $673K | 0.2% | +59.0% | 0.000% | |
2/5/2024 | Bridgewater Advisors Inc. | 196,413 | $1.73M | 0.3% | -3.2% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 87,796 | $771K | 0.0% | -1.6% | 0.000% | |
2/5/2024 | Guyasuta Investment Advisors Inc. | 50,030 | $439K | 0.0% | N/A | 0.000% | |
2/5/2024 | Magnus Financial Group LLC | 113,495 | $996K | 0.1% | +2.0% | 0.000% | |
2/5/2024 | Transcend Capital Advisors LLC | 11,450 | $101K | 0.0% | N/A | 0.000% | |
2/5/2024 | Leisure Capital Management | 23,290 | $204K | 0.1% | N/A | 0.000% | |
2/2/2024 | Terril Brothers Inc. | 302,565 | $2.66M | 0.9% | +116.8% | 0.000% | |
2/2/2024 | Truist Financial Corp | 54,228 | $476K | 0.0% | +95.9% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 371,841 | $3.27M | 0.0% | -19.6% | 0.000% | |
2/1/2024 | Nicholas Hoffman & Company LLC. | 22,153 | $195K | 0.0% | N/A | 0.000% | |
1/31/2024 | Zazove Associates LLC | 781,787 | $6.86M | 0.9% | +66.9% | 0.000% | |
1/30/2024 | Eagle Bluffs Wealth Management LLC | 24,751 | $217K | 0.1% | N/A | 0.000% | |
1/30/2024 | SFI Advisors LLC | 25,596 | $225K | 0.2% | N/A | 0.000% | |
1/30/2024 | Bison Wealth LLC | 32,691 | $287K | 0.1% | -28.5% | 0.000% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 12,728 | $112K | 0.0% | N/A | 0.000% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 244,859 | $2.15M | 0.6% | -2.3% | 0.000% | |
1/29/2024 | BHK Investment Advisors LLC | 40,500 | $356K | 0.2% | +15.7% | 0.000% | |
1/29/2024 | Koshinski Asset Management Inc. | 66,806 | $587K | 0.1% | N/A | 0.000% | |
1/29/2024 | Mosaic Family Wealth Partners LLC | 26,665 | $234K | 0.0% | +8.9% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 54,340 | $477K | 0.0% | +20.7% | 0.000% | |
1/26/2024 | Geneos Wealth Management Inc. | 11,442 | $100K | 0.0% | +332.1% | 0.000% | |
1/25/2024 | RFG Advisory LLC | 92,448 | $812K | 0.0% | -1.3% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 29,163 | $256K | 0.0% | N/A | 0.000% | |
1/23/2024 | Camelot Portfolios LLC | 186,686 | $1.64M | 1.0% | N/A | 0.000% | |
1/23/2024 | Tanglewood Legacy Advisors LLC | 3,338 | $29K | 0.0% | N/A | 0.000% | |
1/18/2024 | Good Life Advisors LLC | 51,816 | $455K | 0.0% | N/A | 0.000% | |
1/17/2024 | Cadent Capital Advisors LLC | 856,910 | $7.52M | 3.7% | -4.0% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 583,776 | $5.13M | 0.0% | +9.1% | 0.000% | |
1/16/2024 | Raymond James & Associates | 3,193,349 | $28.04M | 0.0% | +232.8% | 0.000% | |
1/16/2024 | Wealthsource Partners LLC | 10,238 | $90K | 0.0% | -10.3% | 0.000% | |
1/16/2024 | Cooper Financial Group | 79,464 | $698K | 0.1% | +30.7% | 0.000% | |
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1/16/2024 | TSP Capital Management Group LLC | 278,525 | $2.45M | 0.8% | +1.0% | 0.000% | |
1/12/2024 | Disciplined Investments LLC | 12,537 | $110K | 0.1% | N/A | 0.000% | |
1/12/2024 | Independent Wealth Network Inc. | 85,384 | $750K | 0.4% | +68.1% | 0.000% | |
1/11/2024 | Parkside Investments LLC | 22,854 | $201K | 0.0% | -9.9% | 0.000% | |
1/11/2024 | Jeppson Wealth Management LLC | 77,759 | $683K | 0.3% | +2.2% | 0.000% | |
1/5/2024 | First National Bank of Mount Dora Trust Investment Services | 10,399 | $91K | 0.0% | N/A | 0.000% | |
12/14/2023 | WNY Asset Management LLC | 473,489 | $3.98M | 0.8% | +7.9% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 140,001 | $1.21M | 0.0% | -6.7% | 0.000% | |
11/17/2023 | SkyView Investment Advisors LLC | 5,599 | $47K | 0.0% | -68.5% | 0.000% | |
11/16/2023 | First Foundation Advisors | 15,223 | $128K | 0.0% | -30.3% | 0.000% | |