7/19/2024 | Calton & Associates Inc. | 16,955 | $781K | 0.4% | +27.6% | 0.361% | |
7/9/2024 | Park Avenue Securities LLC | 12,668 | $583K | 0.0% | +45.3% | 0.270% | |
5/17/2024 | Comerica Bank | 589 | $27K | 0.0% | -77.9% | 0.013% | |
5/8/2024 | Avantax Advisory Services Inc. | 5,312 | $247K | 0.0% | -15.3% | 0.113% | |
4/30/2024 | Commonwealth Equity Services LLC | 22,230 | $1.03M | 0.0% | +31.3% | 0.478% | |
4/29/2024 | RWA Wealth Partners LLC | 11,548 | $537K | 0.0% | -5.9% | 0.248% | |
|
4/23/2024 | Raymond James Financial Services Advisors Inc. | 69,091 | $3.21M | 0.0% | +58.3% | 1.486% | |
4/16/2024 | Norris Perne & French LLP MI | 8,193 | $381K | 0.0% | +15.1% | 0.221% | |
4/16/2024 | Calton & Associates Inc. | 13,284 | $618K | 0.3% | +138.9% | 0.359% | |
4/13/2024 | Hoxton Planning & Management LLC | 22,156 | $1.03M | 0.5% | -26.7% | 0.599% | |
4/10/2024 | Park Avenue Securities LLC | 8,720 | $405K | 0.0% | +64.8% | 0.236% | |
2/9/2024 | Advisory Services Network LLC | 12,704 | $597K | 0.0% | +2.8% | 0.343% | |
2/7/2024 | Calton & Associates Inc. | 5,561 | $261K | 0.1% | N/A | 0.150% | |
2/6/2024 | Lincoln National Corp | 9,604 | $452K | 0.0% | N/A | 0.260% | |
2/6/2024 | National Bank of Canada FI | 6,401 | $299K | 0.0% | N/A | 0.173% | |
2/5/2024 | Islay Capital Management LLC | 15,932 | $749K | 0.6% | -35.9% | 0.431% | |
2/5/2024 | Silver Oak Securities Incorporated | 13,077 | $615K | 0.1% | +273.0% | 0.353% | |
2/2/2024 | Valmark Advisers Inc. | 39,066 | $1.84M | 0.0% | +2.5% | 1.056% | |
2/2/2024 | Atria Wealth Solutions Inc. | 7,900 | $371K | 0.0% | -4.8% | 0.214% | |
2/1/2024 | Millington Financial Advisors LLC | 28,987 | $1.36M | 1.1% | -14.0% | 0.783% | |
2/1/2024 | RWA Wealth Partners LLC | 12,278 | $577K | 0.0% | -14.9% | 0.332% | |
1/31/2024 | J.W. Cole Advisors Inc. | 5,471 | $257K | 0.0% | -9.5% | 0.148% | |
1/30/2024 | Hoxton Planning & Management LLC | 30,218 | $1.42M | 0.8% | +9.3% | 0.817% | |
1/22/2024 | Norris Perne & French LLP MI | 7,118 | $335K | 0.0% | +27.7% | 0.192% | |
1/18/2024 | McGlone Suttner Wealth Management Inc. | 5,049 | $237K | 0.0% | -17.1% | 0.136% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 43,658 | $2.05M | 0.0% | -17.7% | 1.180% | |
11/20/2023 | Silver Oak Securities Incorporated | 3,506 | $153K | 0.0% | -68.3% | 0.095% | |
11/13/2023 | LPL Financial LLC | 91,939 | $4.02M | 0.0% | -1.3% | 2.485% | |
11/13/2023 | Kestra Advisory Services LLC | 13,632 | $596K | 0.0% | +2.6% | 0.368% | |
11/8/2023 | Atria Wealth Solutions Inc. | 8,300 | $363K | 0.0% | +3.4% | 0.224% | |
11/8/2023 | Valmark Advisers Inc. | 38,098 | $1.67M | 0.0% | N/A | 1.030% | |
11/2/2023 | Islay Capital Management LLC | 24,857 | $1.09M | 0.7% | -11.1% | 0.672% | |
11/2/2023 | Millington Financial Advisors LLC | 33,695 | $1.47M | 1.3% | -1.9% | 0.911% | |
10/27/2023 | Hoxton Planning & Management LLC | 27,651 | $1.21M | 0.8% | -8.0% | 0.747% | |
10/24/2023 | J.W. Cole Advisors Inc. | 6,048 | $264K | 0.0% | +9.9% | 0.163% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 53,056 | $2.32M | 0.0% | +1.6% | 1.434% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 12,526 | $547K | 0.0% | +59.5% | 0.339% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,530 | $635K | 0.0% | +6.4% | 0.393% | |
10/19/2023 | McGlone Suttner Wealth Management Inc. | 6,090 | $266K | 0.1% | +10.5% | 0.165% | |
10/12/2023 | IFP Advisors Inc | 24,123 | $1.05M | 0.0% | +1.9% | 0.652% | |
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10/11/2023 | Adviser Investments LLC | 14,420 | $630K | 0.0% | +2.7% | 0.390% | |
8/11/2023 | Kestra Advisory Services LLC | 13,288 | $608K | 0.0% | +5.3% | 0.359% | |
8/10/2023 | Cetera Investment Advisers | 6,001 | $274K | 0.0% | -4.5% | 0.162% | |
8/10/2023 | MAS Advisors LLC | 4,950 | $226K | 0.3% | -31.7% | 0.134% | |
8/8/2023 | Millington Financial Advisors LLC | 34,338 | $1.57M | 1.4% | -4.0% | 1.041% | |
8/7/2023 | Islay Capital Management LLC | 27,947 | $1.28M | 1.1% | +54.4% | 0.847% | |
8/4/2023 | Envestnet Asset Management Inc. | 46,405 | $2.12M | 0.0% | -5.3% | 1.406% | |
8/4/2023 | IFP Advisors Inc | 23,680 | $1.15M | 0.1% | +6.2% | 0.718% | |
8/4/2023 | Adviser Investments LLC | 14,047 | $642K | 0.0% | -18.2% | 0.426% | |
8/3/2023 | Atria Wealth Solutions Inc. | 8,030 | $368K | 0.0% | -12.0% | 0.243% | |
8/2/2023 | Silver Oak Securities Incorporated | 11,071 | $506K | 0.1% | +102.0% | 0.335% | |
8/2/2023 | Sigma Planning Corp | 5,348 | $245K | 0.0% | N/A | 0.162% | |
7/31/2023 | LPL Financial LLC | 93,158 | $4.26M | 0.0% | -0.5% | 2.823% | |
7/26/2023 | McGlone Suttner Wealth Management Inc. | 5,513 | $252K | 0.1% | -19.6% | 0.167% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 52,234 | $2.39M | 0.0% | +3.6% | 1.583% | |
7/24/2023 | Calton & Associates Inc. | 75,427 | $3.45M | 1.6% | +12.5% | 2.286% | |
7/21/2023 | Activest Wealth Management | 1,001 | $53K | 0.0% | N/A | 0.030% | |
7/20/2023 | Hoxton Planning & Management LLC | 30,042 | $1.37M | 0.8% | -24.6% | 0.910% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 7,854 | $359K | 0.0% | -13.7% | 0.238% | |
7/11/2023 | Retireful LLC | 54,530 | $2.49M | 0.9% | N/A | 1.652% | |
5/11/2023 | Colonial Trust Co SC | 2,745 | $126K | 0.0% | -29.5% | 0.084% | |
5/10/2023 | LPL Financial LLC | 93,650 | $4.32M | 0.0% | -28.1% | 2.882% | |
5/10/2023 | Islay Capital Management LLC | 18,105 | $835K | 0.8% | -29.5% | 0.557% | |
5/3/2023 | Family Asset Management LLC | 105,480 | $4.87M | 3.6% | +7.0% | 3.246% | |
5/3/2023 | J.W. Cole Advisors Inc. | 5,459 | $252K | 0.0% | +12.2% | 0.168% | |
4/28/2023 | Avantax Advisory Services Inc. | 7,300 | $337K | 0.0% | +15.0% | 0.225% | |
4/28/2023 | Ameritas Advisory Services LLC | 827 | $38K | 0.0% | N/A | 0.025% | |
4/26/2023 | Adviser Investments LLC | 17,179 | $792K | 0.0% | -2.4% | 0.529% | |
4/20/2023 | McGlone Suttner Wealth Management Inc. | 6,857 | $316K | 0.1% | -18.5% | 0.211% | |
4/19/2023 | Calton & Associates Inc. | 67,027 | $3.09M | 1.4% | N/A | 2.062% | |
4/18/2023 | IFP Advisors Inc | 22,304 | $1.08M | 0.0% | +4.5% | 0.686% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 50,396 | $2.32M | 0.0% | -2.3% | 1.551% | |
2/13/2023 | Atria Wealth Solutions Inc. | 9,130 | $411K | 0.0% | -29.6% | 0.273% | |
2/10/2023 | Advisor Group Holdings Inc. | 45,532 | $2.05M | 0.0% | -23.5% | 1.359% | |
2/9/2023 | McGlone Suttner Wealth Management Inc. | 8,413 | $377K | 0.1% | N/A | 0.251% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 51,566 | $2.31M | 0.0% | +2.4% | 1.539% | |
2/8/2023 | Orion Portfolio Solutions LLC | 10,824 | $485K | 0.0% | -5.0% | 0.323% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 8,581 | $385K | 0.0% | -66.1% | 0.256% | |
2/8/2023 | Millington Financial Advisors LLC | 35,603 | $1.60M | 1.6% | N/A | 1.063% | |
2/7/2023 | Commonwealth Equity Services LLC | 15,378 | $689K | 0.0% | +25.8% | 0.459% | |
2/7/2023 | LPL Financial LLC | 130,299 | $5.84M | 0.0% | -5.5% | 3.890% | |
2/7/2023 | IFP Advisors Inc | 21,343 | $1.04M | 0.0% | -75.2% | 0.637% | |
2/7/2023 | Envestnet Asset Management Inc. | 62,658 | $2.81M | 0.0% | -18.3% | 1.870% | |
2/6/2023 | Glass Jacobson Investment Advisors llc | 895 | $40K | 0.0% | N/A | 0.027% | |
2/2/2023 | Silver Oak Securities Incorporated | 5,481 | $246K | 0.0% | N/A | 0.164% | |
1/31/2023 | Kestra Advisory Services LLC | 11,690 | $524K | 0.0% | -12.9% | 0.349% | |
1/31/2023 | Islay Capital Management LLC | 25,681 | $1.15M | 1.3% | +1.4% | 0.767% | |
1/25/2023 | Hoxton Planning & Management LLC | 37,806 | $1.70M | 0.9% | N/A | 1.129% | |
1/24/2023 | Park Avenue Securities LLC | 9,644 | $432K | 0.0% | +25.3% | 0.288% | |
1/19/2023 | Adviser Investments LLC | 17,600 | $814K | 0.0% | -41.7% | 0.489% | |
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1/18/2023 | Family Asset Management LLC | 98,572 | $4.42M | 3.7% | N/A | 2.738% | |
11/14/2022 | United Capital Financial Advisers LLC | 8,700 | $381K | 0.0% | -36.2% | 0.264% | |
11/14/2022 | MML Investors Services LLC | 15,403 | $675K | 0.0% | -11.5% | 0.467% | |
11/10/2022 | Envestnet Asset Management Inc. | 76,703 | $3.36M | 0.0% | +2.4% | 2.324% | |
11/9/2022 | Orion Portfolio Solutions LLC | 11,397 | $499K | 0.0% | N/A | 0.345% | |
11/8/2022 | IFP Advisors Inc | 86,177 | $4.21M | 0.1% | +0.3% | 2.611% | |
11/2/2022 | Summit X LLC | 12,246 | $533K | 0.2% | -43.8% | 0.371% | |
11/1/2022 | Kestra Advisory Services LLC | 13,427 | $588K | 0.0% | +7.6% | 0.407% | |
11/1/2022 | Park Avenue Securities LLC | 7,695 | $337K | 0.0% | -3.2% | 0.233% | |
10/31/2022 | J.W. Cole Advisors Inc. | 4,748 | $208K | 0.0% | N/A | 0.144% | |